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

server/src/app/services/expense_claim_draft_flow.py

@@ -327,7 +327,11 @@ class ExpenseClaimDraftFlowMixin:
                     )
                 self._sync_claim_from_items(claim)
             elif skip_primary_item:
-                self._sync_application_link_draft_without_items(claim)
+                self._clear_application_link_placeholder_items(claim, context_json=context_json)
+                if claim.items:
+                    self._sync_claim_from_items(claim)
+                else:
+                    self._sync_application_link_draft_without_items(claim)
             else:
                 self._upsert_primary_item(
                     claim=claim,
@@ -394,6 +398,61 @@ class ExpenseClaimDraftFlowMixin:
         claim.risk_flags_json = self._merge_claim_attachment_risk_flags(claim, [])
         claim.risk_flags_json = self._merge_claim_platform_risk_preview_flags(claim, [])
 
+    def _clear_application_link_placeholder_items(
+        self,
+        claim: ExpenseClaim,
+        *,
+        context_json: dict[str, Any],
+    ) -> None:
+        application_amounts = self._resolve_application_amount_candidates(context_json)
+        for item in list(claim.items or []):
+            if not self._is_application_link_placeholder_item(
+                item,
+                claim=claim,
+                context_json=context_json,
+                application_amounts=application_amounts,
+            ):
+                continue
+            claim.items.remove(item)
+            self.db.delete(item)
+
+    def _is_application_link_placeholder_item(
+        self,
+        item: ExpenseClaimItem,
+        *,
+        claim: ExpenseClaim,
+        context_json: dict[str, Any],
+        application_amounts: set[Decimal],
+    ) -> bool:
+        if str(item.invoice_id or "").strip():
+            return False
+
+        item_type = str(item.item_type or "").strip().lower()
+        if item_type in DOCUMENT_FACT_ITEM_TYPES:
+            return False
+        if item_type in SYSTEM_GENERATED_ITEM_TYPES:
+            return True
+
+        claim_type = str(claim.expense_type or "").strip().lower()
+        if item_type and claim_type and item_type != claim_type:
+            return False
+
+        amount = self._parse_context_money_amount(item.item_amount)
+        if application_amounts and amount is not None and amount > Decimal("0.00") and amount not in application_amounts:
+            return False
+
+        reason = str(item.item_reason or "").strip()
+        if not reason or reason == "待补充":
+            return True
+
+        review_values = self._normalize_context_object(context_json.get("review_form_values"))
+        linked_reasons = {
+            str(review_values.get(key) or "").strip()
+            for key in ("application_reason", "reason", "business_reason")
+        }
+        linked_reasons.add(str(claim.reason or "").strip())
+        return reason in {value for value in linked_reasons if value}
+
     def _should_skip_application_link_placeholder_item(
         self,
         *,
@@ -405,23 +464,10 @@ class ExpenseClaimDraftFlowMixin:
     ) -> bool:
         if document_specs or attachment_count > 0:
             return False
-        if claim is not None and list(claim.items or []):
-            return False
         if self._build_application_link_flag(context_json) is None:
             return False
 
-        application_amounts = self._resolve_application_amount_candidates(context_json)
-        review_values = self._normalize_context_object(context_json.get("review_form_values"))
-        raw_amount = str(review_values.get("amount") or "").strip()
-        if raw_amount:
-            parsed_amount = self._parse_context_money_amount(raw_amount)
-            if parsed_amount is None:
-                return True
-            return bool(application_amounts and parsed_amount in application_amounts)
-
-        if amount is None or amount <= Decimal("0.00"):
-            return True
-        return bool(application_amounts and amount in application_amounts)
+        return True
 
     @classmethod
     def _resolve_application_amount_candidates(cls, context_json: dict[str, Any]) -> set[Decimal]:
@@ -497,7 +543,26 @@ class ExpenseClaimDraftFlowMixin:
         application_amount_label = pick("application_amount_label", "applicationAmountLabel")
         application_reason = pick("application_reason", "applicationReason", "reason")
         application_location = pick("application_location", "applicationLocation", "location")
-        application_date = pick("application_date", "applicationDate", "business_time", "time_range")
+        application_time = pick(
+            "application_business_time",
+            "applicationBusinessTime",
+            "application_time",
+            "applicationTime",
+            "business_time",
+            "businessTime",
+            "time_range",
+            "timeRange",
+            "time",
+        )
+        application_date = pick("application_date", "applicationDate")
+        application_days = pick("application_days", "applicationDays", "days")
+        application_transport_mode = pick("application_transport_mode", "applicationTransportMode", "transport_mode", "transportMode")
+        application_lodging_daily_cap = pick("application_lodging_daily_cap", "applicationLodgingDailyCap", "lodging_daily_cap", "lodgingDailyCap")
+        application_subsidy_daily_cap = pick("application_subsidy_daily_cap", "applicationSubsidyDailyCap", "subsidy_daily_cap", "subsidyDailyCap")
+        application_transport_policy = pick("application_transport_policy", "applicationTransportPolicy", "transport_policy", "transportPolicy")
+        application_policy_estimate = pick("application_policy_estimate", "applicationPolicyEstimate", "policy_estimate", "policyEstimate")
+        application_rule_name = pick("application_rule_name", "applicationRuleName", "rule_name", "ruleName")
+        application_rule_version = pick("application_rule_version", "applicationRuleVersion", "rule_version", "ruleVersion")
         application_status = pick("application_status", "applicationStatus")
         application_status_label = pick("application_status_label", "applicationStatusLabel")
 
@@ -517,7 +582,17 @@ class ExpenseClaimDraftFlowMixin:
                 "application_location": application_location,
                 "application_amount": application_amount,
                 "application_amount_label": application_amount_label,
-                "application_time": application_date,
+                "application_time": application_time or application_date,
+                "application_business_time": application_time,
+                "application_date": application_date,
+                "application_days": application_days,
+                "application_transport_mode": application_transport_mode,
+                "application_lodging_daily_cap": application_lodging_daily_cap,
+                "application_subsidy_daily_cap": application_subsidy_daily_cap,
+                "application_transport_policy": application_transport_policy,
+                "application_policy_estimate": application_policy_estimate,
+                "application_rule_name": application_rule_name,
+                "application_rule_version": application_rule_version,
             },
             "review_form_values": review_values,
             "expense_scene_selection": scene_selection,