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

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from __future__ import annotations
import hashlib
import json
from datetime import UTC, date, datetime
from decimal import Decimal
from pathlib import Path
from sqlalchemy import inspect, select, text
from app.core.agent_enums import (
AgentAssetContentType,
AgentAssetDomain,
AgentAssetStatus,
AgentAssetType,
AgentName,
AgentPermissionLevel,
AgentReviewStatus,
AgentRunSource,
AgentRunStatus,
AgentToolType,
)
from app.models.agent_asset import AgentAsset, AgentAssetReview, AgentAssetVersion
from app.models.agent_run import AgentRun, AgentToolCall, SemanticParseLog
from app.models.audit_log import AuditLog
from app.models.financial_record import (
AccountsPayableRecord,
AccountsReceivableRecord,
ExpenseClaim,
ExpenseClaimItem,
)
from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
from app.services.agent_asset_spreadsheet import (
AgentAssetSpreadsheetManager,
COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
COMPANY_COMMUNICATION_EXPENSE_RULE_FILENAME,
COMPANY_TRAVEL_EXPENSE_RULE_CODE,
COMPANY_TRAVEL_EXPENSE_RULE_FILENAME,
FINANCE_RULES_LIBRARY,
RISK_RULES_LIBRARY,
)
from app.services.expense_rule_runtime import (
build_scene_submission_standard_markdown,
build_travel_risk_control_standard_markdown,
)
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_TRAVEL_RULE_SCENARIO_JSON,
COMPANY_TRAVEL_RULE_VERSION,
DEMO_EXPENSE_CLAIM_SIGNATURES,
DEMO_PAYABLE_SIGNATURES,
DEMO_RECEIVABLE_SIGNATURES,
LEGACY_RULE_CODES,
PLATFORM_DESTINATION_LOCATION_RULE_FILENAME,
)
from app.core.logging import get_logger
logger = get_logger("app.services.agent_foundation")
class AgentFoundationSpreadsheetMixin:
def _ensure_company_travel_rule_spreadsheet_seed(
self,
asset: AgentAsset,
*,
version: str,
actor_name: str,
):
manager = AgentAssetSpreadsheetManager()
manager.ensure_rule_library_dirs()
live_document = manager.store_rule_library_spreadsheet(
library=FINANCE_RULES_LIBRARY,
file_name=COMPANY_TRAVEL_EXPENSE_RULE_FILENAME,
content=self._read_or_build_company_travel_rule_file(manager),
actor_name=actor_name,
source="rule-library",
)
existing_document = (
asset.config_json.get("rule_document")
if isinstance(asset.config_json, dict)
else None
)
storage_key = (
str(existing_document.get("storage_key") or "").strip()
if isinstance(existing_document, dict)
else ""
)
if storage_key:
try:
existing_path = manager.resolve_storage_path(storage_key)
except FileNotFoundError:
existing_path = None
if existing_path is not None and existing_path.exists():
asset.config_json = {
**(asset.config_json or {}),
"detail_mode": "spreadsheet",
"tag": "财务规则",
"rule_library": FINANCE_RULES_LIBRARY,
"rule_document": {
**AgentAssetSpreadsheetManager.build_rule_document_config(
live_document,
asset_version=version,
),
"storage_key": live_document.storage_key,
},
}
return live_document
asset.config_json = {
**(asset.config_json or {}),
"detail_mode": "spreadsheet",
"tag": "财务规则",
"rule_library": FINANCE_RULES_LIBRARY,
"rule_document": {
**AgentAssetSpreadsheetManager.build_rule_document_config(
live_document,
asset_version=version,
),
"storage_key": live_document.storage_key,
},
}
return live_document
def _ensure_company_communication_rule_spreadsheet_seed(
self,
asset: AgentAsset,
*,
version: str,
actor_name: str,
):
return self._ensure_finance_rule_spreadsheet_seed(
asset,
version=version,
actor_name=actor_name,
file_name=COMPANY_COMMUNICATION_EXPENSE_RULE_FILENAME,
fallback_sheet_name="通信费报销规则",
)
@staticmethod
def _read_or_build_company_travel_rule_file(
manager: AgentAssetSpreadsheetManager,
) -> bytes:
live_key = (
Path("rules")
/ FINANCE_RULES_LIBRARY
/ COMPANY_TRAVEL_EXPENSE_RULE_FILENAME
).as_posix()
live_path = manager.resolve_storage_path(live_key)
if live_path.exists():
return live_path.read_bytes()
return AgentAssetSpreadsheetManager.build_blank_rule_workbook("差旅费报销规则")
def _ensure_finance_rule_spreadsheet_seed(
self,
asset: AgentAsset,
*,
version: str,
actor_name: str,
file_name: str,
fallback_sheet_name: str,
):
manager = AgentAssetSpreadsheetManager()
manager.ensure_rule_library_dirs()
live_document = manager.store_rule_library_spreadsheet(
library=FINANCE_RULES_LIBRARY,
file_name=file_name,
content=self._read_or_build_finance_rule_file(
manager,
file_name=file_name,
fallback_sheet_name=fallback_sheet_name,
),
actor_name=actor_name,
source="rule-library",
)
existing_document = (
asset.config_json.get("rule_document")
if isinstance(asset.config_json, dict)
else None
)
storage_key = (
str(existing_document.get("storage_key") or "").strip()
if isinstance(existing_document, dict)
else ""
)
if storage_key:
try:
existing_path = manager.resolve_storage_path(storage_key)
except FileNotFoundError:
existing_path = None
if existing_path is not None and existing_path.exists():
asset.config_json = {
**(asset.config_json or {}),
"detail_mode": "spreadsheet",
"tag": "财务规则",
"rule_library": FINANCE_RULES_LIBRARY,
"rule_document": {
**AgentAssetSpreadsheetManager.build_rule_document_config(
live_document,
asset_version=version,
),
"storage_key": live_document.storage_key,
},
}
return live_document
asset.config_json = {
**(asset.config_json or {}),
"detail_mode": "spreadsheet",
"tag": "财务规则",
"rule_library": FINANCE_RULES_LIBRARY,
"rule_document": {
**AgentAssetSpreadsheetManager.build_rule_document_config(
live_document,
asset_version=version,
),
"storage_key": live_document.storage_key,
},
}
return live_document
@staticmethod
def _read_or_build_finance_rule_file(
manager: AgentAssetSpreadsheetManager,
*,
file_name: str,
fallback_sheet_name: str,
) -> bytes:
live_key = (
Path("rules")
/ FINANCE_RULES_LIBRARY
/ file_name
).as_posix()
live_path = manager.resolve_storage_path(live_key)
if live_path.exists():
return live_path.read_bytes()
return AgentAssetSpreadsheetManager.build_blank_rule_workbook(fallback_sheet_name)