feat: 财务看板口径重构与半年模拟数据及报销状态注册表

- 重构 finance_dashboard 口径计算，新增模拟公司画像数据生成与筛选 - 引入 expense_claim_status_registry 统一报销状态流转 - 完善报销草稿流程、Item Sync 与本体解析器 - 优化总览页趋势图、分页组件与请求进度步骤 - 增强报销申请快速预览、本体工具与详情展示 - 新增半年报销模拟数据种子脚本与状态审计工具 - 补充财务看板、报销状态注册与模拟数据测试覆盖
2026-06-02 16:22:59 +08:00
parent ca691f3ee0
commit 0c74b4ab4a
54 changed files with 6810 additions and 1238 deletions
--- a/server/scripts/audit_expense_claim_statuses.py
+++ b/server/scripts/audit_expense_claim_statuses.py
@@ -0,0 +1,120 @@
+#!/usr/bin/env python3
+from __future__ import annotations
+
+import argparse
+import json
+import sys
+from collections import Counter
+from pathlib import Path
+from typing import Any
+
+from sqlalchemy import select
+
+SERVER_DIR = Path(__file__).resolve().parents[1]
+SRC_DIR = SERVER_DIR / "src"
+if str(SRC_DIR) not in sys.path:
+    sys.path.insert(0, str(SRC_DIR))
+
+from app.db.session import get_session_factory  # noqa: E402
+from app.models.financial_record import ExpenseClaim  # noqa: E402
+from app.services.expense_claim_status_registry import (  # noqa: E402
+    is_known_approval_stage,
+    is_known_claim_status,
+    normalize_expense_claim_state,
+)
+
+
+def main() -> None:
+    parser = argparse.ArgumentParser(description="Audit expense claim status consistency.")
+    parser.add_argument("--sample-limit", type=int, default=20)
+    args = parser.parse_args()
+
+    session_factory = get_session_factory()
+    with session_factory() as db:
+        claims = list(
+            db.scalars(
+                select(ExpenseClaim).order_by(
+                    ExpenseClaim.claim_no.asc(),
+                    ExpenseClaim.created_at.asc(),
+                )
+            ).all()
+        )
+        payload = audit_claims(claims, sample_limit=max(args.sample_limit, 0))
+        print(json.dumps(payload, ensure_ascii=False, indent=2))
+
+
+def audit_claims(claims: list[ExpenseClaim], *, sample_limit: int) -> dict[str, Any]:
+    status_counts: Counter[str] = Counter()
+    stage_counts: Counter[str] = Counter()
+    status_stage_counts: Counter[str] = Counter()
+    doc_type_counts: Counter[str] = Counter()
+    unknown_statuses: Counter[str] = Counter()
+    unknown_stages: Counter[str] = Counter()
+    normalization_counts: Counter[str] = Counter()
+    samples: list[dict[str, Any]] = []
+
+    for claim in claims:
+        status = str(claim.status or "").strip()
+        stage = str(claim.approval_stage or "").strip()
+        doc_type = _doc_type(claim)
+        status_counts[status or "<empty>"] += 1
+        stage_counts[stage or "<empty>"] += 1
+        status_stage_counts[f"{status or '<empty>'} | {stage or '<empty>'}"] += 1
+        doc_type_counts[doc_type] += 1
+
+        if not is_known_claim_status(status):
+            unknown_statuses[status or "<empty>"] += 1
+        if not is_known_approval_stage(stage):
+            unknown_stages[stage or "<empty>"] += 1
+
+        normalized = normalize_expense_claim_state(
+            status,
+            stage,
+            claim_no=claim.claim_no,
+            expense_type=claim.expense_type,
+        )
+        if normalized.changed:
+            key = (
+                f"{status or '<empty>'}/{stage or '<empty>'}"
+                f" -> {normalized.status}/{normalized.approval_stage}"
+            )
+            normalization_counts[key] += 1
+            if len(samples) < sample_limit:
+                samples.append(
+                    {
+                        "claim_no": claim.claim_no,
+                        "doc_type": doc_type,
+                        "status": status,
+                        "approval_stage": stage,
+                        "normalized_status": normalized.status,
+                        "normalized_approval_stage": normalized.approval_stage,
+                        "status_code": normalized.status_code,
+                    }
+                )
+
+    return {
+        "claim_count": len(claims),
+        "doc_type_counts": dict(doc_type_counts),
+        "status_counts": dict(status_counts),
+        "approval_stage_counts": dict(stage_counts),
+        "status_stage_counts": dict(status_stage_counts),
+        "unknown_statuses": dict(unknown_statuses),
+        "unknown_approval_stages": dict(unknown_stages),
+        "normalization_needed": sum(normalization_counts.values()),
+        "normalization_counts": dict(normalization_counts),
+        "normalization_samples": samples,
+    }
+
+
+def _doc_type(claim: ExpenseClaim) -> str:
+    claim_no = str(claim.claim_no or "").strip().upper()
+    expense_type = str(claim.expense_type or "").strip().lower()
+    if claim_no.startswith(("AP-", "APP-")) or expense_type.endswith("_application"):
+        return "application"
+    if claim_no.startswith("SIM-EXP-2026"):
+        return "sim_reimbursement"
+    return "reimbursement"
+
+
+if __name__ == "__main__":
+    main()