X-Financial/server/src/app/services/agent_foundation_asset_topup.py

from __future__ import annotations

from datetime import UTC, datetime

from sqlalchemy import select

from app.core.agent_enums import (
    AgentAssetContentType,
    AgentAssetDomain,
    AgentAssetStatus,
    AgentAssetType,
    AgentReviewStatus,
)
from app.core.logging import get_logger
from app.models.agent_asset import AgentAsset
from app.models.agent_run import AgentRun
from app.services.agent_asset_spreadsheet import (
    COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
    COMPANY_PREAPPROVAL_RULE_CODE,
    COMPANY_TRAVEL_EXPENSE_RULE_CODE,
    FINANCE_RULES_LIBRARY,
    AgentAssetSpreadsheetManager,
)
from app.services.agent_foundation_constants import (
    ATTACHMENT_RULE_ASSET_CODE,
    ATTACHMENT_RULE_RUNTIME_CONFIG,
    COMPANY_COMMUNICATION_RULE_SCENARIO_JSON,
    COMPANY_COMMUNICATION_RULE_VERSION,
    COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON,
    COMPANY_PREAPPROVAL_RULE_VERSION,
    COMPANY_TRAVEL_RULE_SCENARIO_JSON,
    COMPANY_TRAVEL_RULE_VERSION,
    DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
    DIGITAL_EMPLOYEE_LEGACY_TASK_CODES,
    DIGITAL_EMPLOYEE_SKILL_CATEGORIES,
    DIGITAL_EMPLOYEE_TASK_CATEGORY_MAP,
)

logger = get_logger("app.services.agent_foundation")


class AgentFoundationAssetTopUpMixin:
    def _remove_legacy_digital_employee_assets(self) -> None:
        assets = list(
            self.db.scalars(
                select(AgentAsset).where(AgentAsset.code.in_(DIGITAL_EMPLOYEE_LEGACY_TASK_CODES))
            ).all()
        )
        if not assets:
            return

        asset_ids = [asset.id for asset in assets]
        runs = list(
            self.db.scalars(select(AgentRun).where(AgentRun.task_id.in_(asset_ids))).all()
        )
        for run in runs:
            run.task_id = None
            self.db.add(run)

        for asset in assets:
            self.db.delete(asset)

    def _sync_digital_employee_skill_categories(self) -> None:
        category_options = list(DIGITAL_EMPLOYEE_SKILL_CATEGORIES)
        has_changes = False

        for code, category in DIGITAL_EMPLOYEE_TASK_CATEGORY_MAP.items():
            asset = self.db.scalar(select(AgentAsset).where(AgentAsset.code == code))
            if asset is None:
                continue

            config_json = dict(asset.config_json or {})
            changed = False
            task_type = code.replace("task.hermes.", "").replace(".", "_")
            if config_json.get("task_type") != task_type:
                config_json["task_type"] = task_type
                changed = True
            if config_json.get("skill_category") != category:
                config_json["skill_category"] = category
                changed = True
            if config_json.get("skill_category_options") != category_options:
                config_json["skill_category_options"] = category_options
                changed = True

            if changed:
                asset.config_json = config_json
                self.db.add(asset)
                has_changes = True

        if has_changes:
            self.db.commit()

    def _top_up_agent_assets(self, existing_codes: set[str]) -> None:

        self._remove_legacy_rule_assets()
        self._remove_legacy_digital_employee_assets()

        existing_codes = set(self.db.scalars(select(AgentAsset.code)).all())
        self._sync_digital_employee_skill_categories()

        attachment_rule = self.db.scalar(
            select(AgentAsset).where(AgentAsset.code == ATTACHMENT_RULE_ASSET_CODE)
        )

        scene_submission_rule = self.db.scalar(
            select(AgentAsset).where(AgentAsset.code == "rule.expense.scene_submission_standard")
        )

        travel_policy_rule = self.db.scalar(
            select(AgentAsset).where(AgentAsset.code == "rule.expense.travel_risk_control_standard")
        )

        company_travel_rule = self.db.scalar(
            select(AgentAsset).where(AgentAsset.code == COMPANY_TRAVEL_EXPENSE_RULE_CODE)
        )

        company_communication_rule = self.db.scalar(
            select(AgentAsset).where(AgentAsset.code == COMPANY_COMMUNICATION_EXPENSE_RULE_CODE)
        )

        company_preapproval_rule = self.db.scalar(
            select(AgentAsset).where(AgentAsset.code == COMPANY_PREAPPROVAL_RULE_CODE)
        )

        if ATTACHMENT_RULE_ASSET_CODE not in existing_codes:

            attachment_rule = self._create_seed_asset(
                asset_type=AgentAssetType.RULE.value,
                code=ATTACHMENT_RULE_ASSET_CODE,
                name="报销附件与单据完整性规则",
                description="统一定义报销提交时的附件数量、票据类型和补件处理口径，作为上线前待审核规则。",
                domain=AgentAssetDomain.EXPENSE.value,
                scenario_json=["expense", "risk_check", "attachment_policy", "invoice_anomaly"],
                owner="财务制度管理组",
                reviewer="高嘉禾",
                status=AgentAssetStatus.REVIEW.value,
                current_version="v1.0.0",
                config_json={
                    "severity": "high",
                    "enabled": False,
                    "runtime_kind": "policy_rule_draft",
                    "rule_template_key": "attachment_requirement_v1",
                    "rule_template_label": "附件要求模板",
                    "runtime_rule": ATTACHMENT_RULE_RUNTIME_CONFIG,
                },
            )

        if attachment_rule is not None:

            if not str(attachment_rule.current_version or "").strip():

                attachment_rule.current_version = "v1.0.0"

            if not str(attachment_rule.working_version or "").strip():

                attachment_rule.working_version = attachment_rule.current_version

            attachment_rule.status = attachment_rule.status or AgentAssetStatus.REVIEW.value

            attachment_rule.description = (
                "统一定义报销提交时的附件数量、票据类型和补件处理口径，作为上线前待审核规则。"
            )

            attachment_rule.config_json = {
                "severity": "high",
                "enabled": False,
                "runtime_kind": "policy_rule_draft",
                "rule_template_key": "attachment_requirement_v1",
                "rule_template_label": "附件要求模板",
                "runtime_rule": ATTACHMENT_RULE_RUNTIME_CONFIG,
            }

            self._ensure_asset_version(
                attachment_rule,
                version="v0.9.0",
                content=self._attachment_submission_requirement_markdown(
                    version_note="首版附件完整性规则草稿，覆盖基础票据与补件口径。",
                    include_review_note=True,
                ),
                content_type=AgentAssetContentType.MARKDOWN.value,
                change_note="首版草稿。",
                created_by="高嘉禾",
            )

            self._ensure_asset_version(
                attachment_rule,
                version="v1.0.0",
                content=self._attachment_submission_requirement_markdown(
                    version_note="补充票据缺失、收据替代和差旅等效凭证口径，待审核。",
                    include_review_note=True,
                ),
                content_type=AgentAssetContentType.MARKDOWN.value,
                change_note="补充票据替代与差旅等效凭证口径，待审核。",
                created_by="高嘉禾",
            )

            self._ensure_asset_review(
                attachment_rule,
                version="v1.0.0",
                reviewer="高嘉禾",
                review_status=AgentReviewStatus.PENDING.value,
                review_note="等待制度管理员确认收据替代与补件时限口径。",
                reviewed_at=None,
            )

        if "rule.expense.scene_submission_standard" not in existing_codes:

            scene_submission_rule = self._create_seed_asset(
                asset_type=AgentAssetType.RULE.value,
                code="rule.expense.scene_submission_standard",
                name="报销场景提交与附件标准",
                description="统一定义各报销场景的必填字段、附件类型要求和金额阈值。",
                domain=AgentAssetDomain.EXPENSE.value,
                scenario_json=["expense", "risk_check", "scene_policy", "attachment_policy"],
                owner="费用运营组",
                reviewer="顾承宇",
                status=AgentAssetStatus.ACTIVE.value,
                current_version="v1.0.0",
                config_json={
                    "severity": "high",
                    "enabled": True,
                    "runtime_kind": "scene_matrix",
                    "rule_template_label": "系统内置场景矩阵规则",
                },
            )

        if scene_submission_rule is not None:

            if not str(scene_submission_rule.current_version or "").strip():

                scene_submission_rule.current_version = "v1.0.0"

            if not str(scene_submission_rule.working_version or "").strip():

                scene_submission_rule.working_version = scene_submission_rule.current_version

            if not str(scene_submission_rule.published_version or "").strip():

                scene_submission_rule.published_version = scene_submission_rule.current_version

            scene_submission_rule.status = (
                scene_submission_rule.status or AgentAssetStatus.ACTIVE.value
            )

            scene_submission_rule.description = (
                "统一定义各报销场景的必填字段、附件类型要求和金额阈值。"
            )

            scene_submission_rule.config_json = {
                "severity": "high",
                "enabled": True,
                "runtime_kind": "scene_matrix",
                "rule_template_label": "系统内置场景矩阵规则",
            }

            self._ensure_asset_version(
                scene_submission_rule,
                version="v1.0.0",
                content=self._scene_submission_standard_markdown(),
                content_type=AgentAssetContentType.MARKDOWN.value,
                change_note="首版报销场景提交标准，覆盖附件类型、必填字段和金额阈值。",
                created_by="系统初始化",
            )

            self._ensure_asset_review(
                scene_submission_rule,
                version="v1.0.0",
                reviewer="顾承宇",
                review_status=AgentReviewStatus.APPROVED.value,
                review_note="可作为报销场景统一审核标准正式执行。",
                reviewed_at=datetime.now(UTC),
            )

        if "rule.expense.travel_risk_control_standard" not in existing_codes:

            travel_policy_rule = self._create_seed_asset(
                asset_type=AgentAssetType.RULE.value,
                code="rule.expense.travel_risk_control_standard",
                name="差旅报销风险管控制度",
                description="统一定义差旅报销的行程闭环、酒店地点一致性、职级差标和风险处置口径。",
                domain=AgentAssetDomain.EXPENSE.value,
                scenario_json=["expense", "risk_check", "travel_policy", "travel_standard"],
                owner="风控与审计部",
                reviewer="顾承宇",
                status=AgentAssetStatus.ACTIVE.value,
                current_version="v1.1.0",
                config_json={
                    "severity": "high",
                    "enabled": True,
                    "block_on_high_risk": True,
                    "warning_on_medium_risk": True,
                    "source_doc": "document/development/risks/travel-risk-control-standard.md",
                    "runtime_kind": "travel_policy",
                    "rule_template_key": "travel_standard_v1",
                    "rule_template_label": "差旅标准模板",
                },
            )

        if travel_policy_rule is not None:

            if not str(travel_policy_rule.current_version or "").strip():

                travel_policy_rule.current_version = "v1.1.0"

            if not str(travel_policy_rule.working_version or "").strip():

                travel_policy_rule.working_version = travel_policy_rule.current_version

            if not str(travel_policy_rule.published_version or "").strip():

                travel_policy_rule.published_version = travel_policy_rule.current_version

            travel_policy_rule.status = travel_policy_rule.status or AgentAssetStatus.ACTIVE.value

            travel_policy_rule.config_json = {
                "severity": "high",
                "enabled": True,
                "block_on_high_risk": True,
                "warning_on_medium_risk": True,
                "source_doc": "document/development/risks/travel-risk-control-standard.md",
                "runtime_kind": "travel_policy",
                "rule_template_key": "travel_standard_v1",
                "rule_template_label": "差旅标准模板",
            }

            self._ensure_asset_version(
                travel_policy_rule,
                version="v1.0.0",
                content=self._travel_risk_control_standard_markdown(version="v1.0.0"),
                content_type=AgentAssetContentType.MARKDOWN.value,
                change_note="首版差旅制度执行规则，覆盖行程闭环与基础差标校验。",
                created_by="系统初始化",
            )

            self._ensure_asset_version(
                travel_policy_rule,
                version="v1.1.0",
                content=self._travel_risk_control_standard_markdown(version="v1.1.0"),
                content_type=AgentAssetContentType.MARKDOWN.value,
                change_note="补充可执行规则块，供审核引擎直接消费差旅制度标准。",
                created_by="系统初始化",
            )

            self._ensure_asset_review(
                travel_policy_rule,
                version="v1.1.0",
                reviewer="顾承宇",
                review_status=AgentReviewStatus.APPROVED.value,
                review_note="制度口径已确认，并已补充可执行配置供审核引擎读取。",
                reviewed_at=datetime.now(UTC),
            )

        self.sync_platform_risk_rules_from_library()

        if COMPANY_TRAVEL_EXPENSE_RULE_CODE not in existing_codes:

            company_travel_rule = self._create_seed_asset(
                asset_type=AgentAssetType.RULE.value,
                code=COMPANY_TRAVEL_EXPENSE_RULE_CODE,
                name="公司差旅费报销规则",
                description="通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。",
                domain=AgentAssetDomain.EXPENSE.value,
                scenario_json=list(COMPANY_TRAVEL_RULE_SCENARIO_JSON),
                owner="财务制度管理组",
                reviewer="顾承宇",
                status=AgentAssetStatus.ACTIVE.value,
                current_version=COMPANY_TRAVEL_RULE_VERSION,
                config_json={
                    "severity": "medium",
                    "enabled": True,
                    "tag": "财务规则",
                    "detail_mode": "spreadsheet",
                    "scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
                    "ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
                    "rule_template_label": "差旅报销 Excel 模板",
                },
            )
        if COMPANY_COMMUNICATION_EXPENSE_RULE_CODE not in existing_codes:

            company_communication_rule = self._create_seed_asset(
                asset_type=AgentAssetType.RULE.value,
                code=COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
                name="公司通信费报销规则",
                description="通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。",
                domain=AgentAssetDomain.EXPENSE.value,
                scenario_json=list(COMPANY_COMMUNICATION_RULE_SCENARIO_JSON),
                owner="财务制度管理组",
                reviewer="顾承宇",
                status=AgentAssetStatus.ACTIVE.value,
                current_version=COMPANY_COMMUNICATION_RULE_VERSION,
                config_json={
                    "severity": "medium",
                    "enabled": True,
                    "tag": "财务规则",
                    "detail_mode": "spreadsheet",
                    "scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
                    "ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
                    "rule_template_label": "通信费报销 Excel 模板",
                },
            )

        if COMPANY_PREAPPROVAL_RULE_CODE not in existing_codes:

            company_preapproval_rule = self._create_seed_asset(
                asset_type=AgentAssetType.RULE.value,
                code=COMPANY_PREAPPROVAL_RULE_CODE,
                name="公司费用申请审批规则",
                description="通过 Excel 明细表维护业务招待、办公用品和通用大额费用的事前申请与审批阈值。",
                domain=AgentAssetDomain.EXPENSE.value,
                scenario_json=list(COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON),
                owner="财务制度管理组",
                reviewer="顾承宣",
                status=AgentAssetStatus.ACTIVE.value,
                current_version=COMPANY_PREAPPROVAL_RULE_VERSION,
                config_json={
                    "severity": "high",
                    "enabled": True,
                    "tag": "财务规则",
                    "detail_mode": "spreadsheet",
                    "rule_library": FINANCE_RULES_LIBRARY,
                    "scenario_category": COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON[0],
                    "ai_review_category": COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON[0],
                    "finance_rule_code": "expense.preapproval.policy",
                    "finance_rule_sheet": "费用申请审批规则",
                    "expense_types": ["meal", "entertainment", "office", "all"],
                    "business_stage": ["expense_application", "reimbursement"],
                    "budget_required": True,
                    "rule_template_label": "费用申请审批 Excel 模板",
                },
            )

        if company_travel_rule is not None:
            company_travel_rule.scenario_json = list(COMPANY_TRAVEL_RULE_SCENARIO_JSON)
            if not str(company_travel_rule.current_version or "").strip():
                company_travel_rule.current_version = COMPANY_TRAVEL_RULE_VERSION
            if not str(company_travel_rule.working_version or "").strip():

                company_travel_rule.working_version = company_travel_rule.current_version

            if not str(company_travel_rule.published_version or "").strip():

                company_travel_rule.published_version = company_travel_rule.current_version

            if not str(company_travel_rule.status or "").strip():

                company_travel_rule.status = AgentAssetStatus.ACTIVE.value

            company_travel_rule.description = (
                "通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。"
            )

            company_travel_rule.config_json = {
                **(company_travel_rule.config_json or {}),
                "severity": "medium",
                "enabled": True,
                "tag": "财务规则",
                "detail_mode": "spreadsheet",
                "rule_library": FINANCE_RULES_LIBRARY,
                "scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
                "ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
                "rule_template_label": "差旅报销 Excel 模板",
            }
            company_travel_rule_meta = self._ensure_company_travel_rule_spreadsheet_seed(
                company_travel_rule,
                version=str(company_travel_rule.current_version or COMPANY_TRAVEL_RULE_VERSION),
                actor_name="系统初始化",
            )

            self._ensure_asset_version(
                company_travel_rule,
                version=str(company_travel_rule.current_version or COMPANY_TRAVEL_RULE_VERSION),
                content=AgentAssetSpreadsheetManager.build_version_markdown(
                    rule_name=company_travel_rule.name,
                    version=str(company_travel_rule.current_version or COMPANY_TRAVEL_RULE_VERSION),
                    metadata=company_travel_rule_meta,
                ),
                content_type=AgentAssetContentType.MARKDOWN.value,
                change_note="初始化差旅费报销 Excel 规则表。",
                created_by="系统初始化",
            )

            if (
                str(company_travel_rule.current_version or "").strip()
                == COMPANY_TRAVEL_RULE_VERSION
            ):

                self._ensure_asset_review(
                    company_travel_rule,
                    version=COMPANY_TRAVEL_RULE_VERSION,
                    reviewer="顾承宇",
                    review_status=AgentReviewStatus.APPROVED.value,
                    review_note="首版 Excel 规则表已确认，可作为财务规则使用。",
                    reviewed_at=datetime.now(UTC),
                )

        if company_communication_rule is not None:
            company_communication_rule.scenario_json = list(
                COMPANY_COMMUNICATION_RULE_SCENARIO_JSON
            )
            if not str(company_communication_rule.current_version or "").strip():
                company_communication_rule.current_version = COMPANY_COMMUNICATION_RULE_VERSION
            if not str(company_communication_rule.working_version or "").strip():

                company_communication_rule.working_version = (
                    company_communication_rule.current_version
                )

            if not str(company_communication_rule.published_version or "").strip():

                company_communication_rule.published_version = (
                    company_communication_rule.current_version
                )

            if not str(company_communication_rule.status or "").strip():

                company_communication_rule.status = AgentAssetStatus.ACTIVE.value

            company_communication_rule.description = (
                "通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。"
            )

            company_communication_rule.config_json = {
                **(company_communication_rule.config_json or {}),
                "severity": "medium",
                "enabled": True,
                "tag": "财务规则",
                "detail_mode": "spreadsheet",
                "rule_library": FINANCE_RULES_LIBRARY,
                "scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
                "ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
                "rule_template_label": "通信费报销 Excel 模板",
            }
            company_communication_rule_meta = (
                self._ensure_company_communication_rule_spreadsheet_seed(
                    company_communication_rule,
                    version=str(
                        company_communication_rule.current_version
                        or COMPANY_COMMUNICATION_RULE_VERSION
                    ),
                    actor_name="系统初始化",
                )
            )

            self._ensure_asset_version(
                company_communication_rule,
                version=str(
                    company_communication_rule.current_version or COMPANY_COMMUNICATION_RULE_VERSION
                ),
                content=AgentAssetSpreadsheetManager.build_version_markdown(
                    rule_name=company_communication_rule.name,
                    version=str(
                        company_communication_rule.current_version
                        or COMPANY_COMMUNICATION_RULE_VERSION
                    ),
                    metadata=company_communication_rule_meta,
                ),
                content_type=AgentAssetContentType.MARKDOWN.value,
                change_note="初始化通信费报销 Excel 规则表。",
                created_by="系统初始化",
            )

            if (
                str(company_communication_rule.current_version or "").strip()
                == COMPANY_COMMUNICATION_RULE_VERSION
            ):

                self._ensure_asset_review(
                    company_communication_rule,
                    version=COMPANY_COMMUNICATION_RULE_VERSION,
                    reviewer="顾承宇",
                    review_status=AgentReviewStatus.APPROVED.value,
                    review_note="首版 Excel 规则表已确认，可作为财务规则使用。",
                    reviewed_at=datetime.now(UTC),
                )

        if company_preapproval_rule is not None:
            company_preapproval_rule.scenario_json = list(COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON)
            if not str(company_preapproval_rule.current_version or "").strip():
                company_preapproval_rule.current_version = COMPANY_PREAPPROVAL_RULE_VERSION
            if not str(company_preapproval_rule.working_version or "").strip():
                company_preapproval_rule.working_version = company_preapproval_rule.current_version
            if not str(company_preapproval_rule.published_version or "").strip():
                company_preapproval_rule.published_version = company_preapproval_rule.current_version
            if not str(company_preapproval_rule.status or "").strip():
                company_preapproval_rule.status = AgentAssetStatus.ACTIVE.value

            company_preapproval_rule.description = (
                "通过 Excel 明细表维护业务招待、办公用品和通用大额费用的事前申请与审批阈值。"
            )
            company_preapproval_rule.config_json = {
                **(company_preapproval_rule.config_json or {}),
                "severity": "high",
                "enabled": True,
                "tag": "财务规则",
                "detail_mode": "spreadsheet",
                "rule_library": FINANCE_RULES_LIBRARY,
                "scenario_category": COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON[0],
                "ai_review_category": COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON[0],
                "finance_rule_code": "expense.preapproval.policy",
                "finance_rule_sheet": "费用申请审批规则",
                "expense_types": ["meal", "entertainment", "office", "all"],
                "business_stage": ["expense_application", "reimbursement"],
                "budget_required": True,
                "rule_template_label": "费用申请审批 Excel 模板",
            }
            company_preapproval_rule_meta = self._ensure_company_preapproval_rule_spreadsheet_seed(
                company_preapproval_rule,
                version=str(
                    company_preapproval_rule.current_version
                    or COMPANY_PREAPPROVAL_RULE_VERSION
                ),
                actor_name="系统初始化",
            )

            self._ensure_asset_version(
                company_preapproval_rule,
                version=str(
                    company_preapproval_rule.current_version
                    or COMPANY_PREAPPROVAL_RULE_VERSION
                ),
                content=AgentAssetSpreadsheetManager.build_version_markdown(
                    rule_name=company_preapproval_rule.name,
                    version=str(
                        company_preapproval_rule.current_version
                        or COMPANY_PREAPPROVAL_RULE_VERSION
                    ),
                    metadata=company_preapproval_rule_meta,
                ),
                content_type=AgentAssetContentType.MARKDOWN.value,
                change_note="初始化费用申请审批 Excel 规则表。",
                created_by="系统初始化",
            )

            if (
                str(company_preapproval_rule.current_version or "").strip()
                == COMPANY_PREAPPROVAL_RULE_VERSION
            ):
                self._ensure_asset_review(
                    company_preapproval_rule,
                    version=COMPANY_PREAPPROVAL_RULE_VERSION,
                    reviewer="顾承宣",
                    review_status=AgentReviewStatus.APPROVED.value,
                    review_note="首版费用申请审批规则表已确认，可作为财务规则使用。",
                    reviewed_at=datetime.now(UTC),
                )

        self._hide_deprecated_finance_rule_assets()

        if "skill.ar.aging_summary" not in existing_codes:

            asset = self._create_seed_asset(
                asset_type=AgentAssetType.SKILL.value,
                code="skill.ar.aging_summary",
                name="应收账龄汇总技能",
                description="按客户、账龄和逾期状态汇总应收风险分布。",
                domain=AgentAssetDomain.AR.value,
                scenario_json=["accounts_receivable", "query", "aging_summary"],
                owner="平台研发组",
                reviewer="陈硕",
                status=AgentAssetStatus.ACTIVE.value,
                current_version="v1.0.0",
                config_json={"input_schema": ["customer", "aging_bucket", "status"]},
            )

            self._ensure_asset_version(
                asset,
                version="v1.0.0",
                content=self._json_content(
                    {
                        "inputs": ["customer", "aging_bucket", "status"],
                        "outputs": ["receivable_total", "overdue_total", "customer_count"],
                        "dependencies": ["database.accounts_receivable"],
                    }
                ),
                content_type=AgentAssetContentType.JSON.value,
                change_note="初始化应收账龄技能快照。",
                created_by="系统初始化",
            )

        if "mcp.ledger.snapshot_mock" not in existing_codes:

            asset = self._create_seed_asset(
                asset_type=AgentAssetType.MCP.value,
                code="mcp.ledger.snapshot_mock",
                name="总账快照 Mock 服务",
                description="模拟返回应收、应付和费用汇总快照，供 Agent 查询和巡检。",
                domain=AgentAssetDomain.SYSTEM.value,
                scenario_json=["expense", "accounts_receivable", "accounts_payable"],
                owner="平台研发组",
                reviewer="周悦宁",
                status=AgentAssetStatus.ACTIVE.value,
                current_version="v1.0.0",
                config_json={"endpoint": "mock://ledger/snapshot", "timeout_ms": 1500},
            )

            self._ensure_asset_version(
                asset,
                version="v1.0.0",
                content=self._json_content(
                    {
                        "service_type": "mock",
                        "auth_mode": "service_account",
                        "degrade_strategy": "return_cached_snapshot_with_warning",
                    }
                ),
                content_type=AgentAssetContentType.JSON.value,
                change_note="初始化总账快照 MCP。",
                created_by="系统初始化",
            )

        self._upsert_runtime_digital_employee_tasks(existing_codes)

        finance_policy_cron = "0 3 * * *"
        finance_policy_config = {
            **self._digital_employee_task_config(
                DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
                finance_policy_cron,
            ),
            "schedule": finance_policy_cron,
            "cron_expression": finance_policy_cron,
            "skill_name": "finance-policy-knowledge-organizer",
            "folder": "财务制度",
            "changed_only": True,
            "output_format": "knowledge_organizing_report",
            "allowed_outputs": [
                "facts",
                "policy_refs",
                "evidence_refs",
                "knowledge_items",
                "human_review_required",
            ],
            "role_boundary": "规则由人定义，风险由人确认，数字员工只整理人提供的制度和报销事实。",
            "writes_rules": False,
        }

        if DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE not in existing_codes:

            asset = self._create_seed_asset(
                asset_type=AgentAssetType.TASK.value,
                code=DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
                name="整理公司财务知识制度",
                description="按计划整理公司财务制度、报销口径、审批要求和知识库资料，形成可复核的结构化知识。",
                domain=AgentAssetDomain.SYSTEM.value,
                scenario_json=["schedule", "knowledge", "rule_center"],
                owner="财务制度管理组",
                reviewer="顾承宇",
                status=AgentAssetStatus.ACTIVE.value,
                current_version="v1.0.0",
                config_json=finance_policy_config,
            )

        else:

            asset = self.db.scalar(
                select(AgentAsset).where(AgentAsset.code == DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE)
            )
            if asset is None:
                return
            existing_config = dict(asset.config_json or {})
            existing_cron = (
                existing_config.get("cron")
                or existing_config.get("schedule")
                or existing_config.get("cron_expression")
            )
            schedule_config = (
                {
                    "cron": existing_cron,
                    "schedule": existing_cron,
                    "cron_expression": existing_cron,
                }
                if existing_cron
                else {}
            )
            asset.name = "整理公司财务知识制度"
            asset.description = "按计划整理公司财务制度、报销口径、审批要求和知识库资料，形成可复核的结构化知识。"
            asset.owner = "财务制度管理组"
            asset.domain = AgentAssetDomain.SYSTEM.value
            asset.scenario_json = ["schedule", "knowledge", "rule_center"]
            asset.config_json = {
                **existing_config,
                "agent": "hermes",
                "task_type": "finance_policy_knowledge_organize",
                "skill_category": "整理",
                "skill_category_options": list(DIGITAL_EMPLOYEE_SKILL_CATEGORIES),
                "skill_name": "finance-policy-knowledge-organizer",
                "folder": existing_config.get("folder") or "财务制度",
                "changed_only": existing_config.get("changed_only", True),
                "output_format": "knowledge_organizing_report",
                "allowed_outputs": [
                    "facts",
                    "policy_refs",
                    "evidence_refs",
                    "knowledge_items",
                    "human_review_required",
                ],
                "role_boundary": "规则由人定义，风险由人确认，数字员工只整理人提供的制度和报销事实。",
                "writes_rules": False,
                **schedule_config,
            }
            self.db.add(asset)

        self._ensure_asset_version(
            asset,
            version="v1.0.0",
            content=self._finance_policy_knowledge_skill_markdown(),
            content_type=AgentAssetContentType.MARKDOWN.value,
            change_note="初始化整理公司财务知识制度能力。",
            created_by="系统初始化",
        )