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
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caoxiaozhu
224
server/src/app/services/expense_claim_status_registry.py
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224
server/src/app/services/expense_claim_status_registry.py
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from __future__ import annotations
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from dataclasses import dataclass
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from typing import Any
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from app.services.expense_claim_workflow_constants import (
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APPROVAL_DONE_STAGE,
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ARCHIVE_ACCOUNTING_STAGE,
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BUDGET_MANAGER_APPROVAL_STAGE,
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DIRECT_MANAGER_APPROVAL_STAGE,
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FINANCE_APPROVAL_STAGE,
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PAYMENT_PAID_STAGE,
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PAYMENT_PENDING_STAGE,
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)
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@dataclass(frozen=True, slots=True)
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class ExpenseClaimStatusSpec:
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code: int
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value: str
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label: str
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terminal: bool = False
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@dataclass(frozen=True, slots=True)
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class ExpenseClaimState:
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status: str
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approval_stage: str
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status_code: int | None
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status_label: str
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changed: bool
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CLAIM_STATUS_REGISTRY: dict[str, ExpenseClaimStatusSpec] = {
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"draft": ExpenseClaimStatusSpec(10, "draft", "草稿"),
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"submitted": ExpenseClaimStatusSpec(20, "submitted", "审批中"),
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"approved": ExpenseClaimStatusSpec(30, "approved", "已通过"),
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"pending_payment": ExpenseClaimStatusSpec(40, "pending_payment", "待付款"),
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"paid": ExpenseClaimStatusSpec(50, "paid", "已付款", terminal=True),
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"returned": ExpenseClaimStatusSpec(60, "returned", "待补充"),
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"rejected": ExpenseClaimStatusSpec(70, "rejected", "已驳回", terminal=True),
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}
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CLAIM_STATUS_ALIASES = {
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"review": "submitted",
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"pending_review": "submitted",
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"approving": "submitted",
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"manager_review": "submitted",
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"budget_review": "submitted",
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"finance_review": "submitted",
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"completed": "approved",
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"complete": "approved",
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"payment": "pending_payment",
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"supplement": "returned",
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"草稿": "draft",
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"待提交": "draft",
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"已提交": "submitted",
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"审批中": "submitted",
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"审核中": "submitted",
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"审批完成": "approved",
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"已通过": "approved",
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"归档入账": "approved",
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"待付款": "pending_payment",
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"已付款": "paid",
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"待补充": "returned",
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"已驳回": "rejected",
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}
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CANONICAL_APPROVAL_STAGES = {
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"",
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"待提交",
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DIRECT_MANAGER_APPROVAL_STAGE,
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BUDGET_MANAGER_APPROVAL_STAGE,
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FINANCE_APPROVAL_STAGE,
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APPROVAL_DONE_STAGE,
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ARCHIVE_ACCOUNTING_STAGE,
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PAYMENT_PENDING_STAGE,
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PAYMENT_PAID_STAGE,
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"待补充",
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"已驳回",
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}
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STAGE_ALIASES = {
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"draft": "待提交",
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"review": DIRECT_MANAGER_APPROVAL_STAGE,
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"pending_review": DIRECT_MANAGER_APPROVAL_STAGE,
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"approving": DIRECT_MANAGER_APPROVAL_STAGE,
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"manager_review": DIRECT_MANAGER_APPROVAL_STAGE,
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"budget_review": BUDGET_MANAGER_APPROVAL_STAGE,
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"finance_review": FINANCE_APPROVAL_STAGE,
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"pending_payment": PAYMENT_PENDING_STAGE,
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"supplement": "待补充",
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"rejected": "已驳回",
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"草稿": "待提交",
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"审核中": DIRECT_MANAGER_APPROVAL_STAGE,
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}
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STATUS_DEFAULT_STAGE = {
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"draft": "待提交",
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"submitted": DIRECT_MANAGER_APPROVAL_STAGE,
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"pending_payment": PAYMENT_PENDING_STAGE,
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"paid": PAYMENT_PAID_STAGE,
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"returned": "待补充",
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"rejected": "已驳回",
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}
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LEGACY_REVIEW_STATUS_STAGE = {
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"review": DIRECT_MANAGER_APPROVAL_STAGE,
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"pending_review": DIRECT_MANAGER_APPROVAL_STAGE,
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"approving": DIRECT_MANAGER_APPROVAL_STAGE,
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"manager_review": DIRECT_MANAGER_APPROVAL_STAGE,
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"budget_review": BUDGET_MANAGER_APPROVAL_STAGE,
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"finance_review": FINANCE_APPROVAL_STAGE,
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}
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def normalize_claim_status(value: Any) -> str:
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raw = str(value or "").strip()
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if not raw:
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return ""
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lowered = raw.lower()
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if lowered in CLAIM_STATUS_REGISTRY:
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return lowered
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return CLAIM_STATUS_ALIASES.get(lowered) or CLAIM_STATUS_ALIASES.get(raw) or raw
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def claim_status_code(value: Any) -> int | None:
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status = normalize_claim_status(value)
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spec = CLAIM_STATUS_REGISTRY.get(status)
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return spec.code if spec is not None else None
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def claim_status_label(value: Any) -> str:
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status = normalize_claim_status(value)
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spec = CLAIM_STATUS_REGISTRY.get(status)
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return spec.label if spec is not None else str(value or "").strip()
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def is_known_claim_status(value: Any) -> bool:
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return normalize_claim_status(value) in CLAIM_STATUS_REGISTRY
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def is_known_approval_stage(value: Any) -> bool:
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stage = str(value or "").strip()
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normalized_stage = _normalize_stage_alias(stage)
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return stage in CANONICAL_APPROVAL_STAGES or normalized_stage in CANONICAL_APPROVAL_STAGES
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def is_application_claim_reference(
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*,
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claim_no: str | None = None,
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expense_type: str | None = None,
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) -> bool:
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normalized_no = str(claim_no or "").strip().upper()
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normalized_type = str(expense_type or "").strip().lower()
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return (
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normalized_no.startswith(("AP-", "APP-"))
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or normalized_type == "application"
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or normalized_type.endswith("_application")
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)
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def normalize_expense_claim_state(
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status: Any,
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approval_stage: Any,
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*,
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claim_no: str | None = None,
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expense_type: str | None = None,
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is_application_claim: bool | None = None,
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) -> ExpenseClaimState:
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original_status = str(status or "").strip()
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original_stage = str(approval_stage or "").strip()
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normalized_status = normalize_claim_status(original_status)
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normalized_stage = _normalize_stage_alias(original_stage)
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application = (
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is_application_claim
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if is_application_claim is not None
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else is_application_claim_reference(claim_no=claim_no, expense_type=expense_type)
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)
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legacy_status = original_status.lower()
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if legacy_status in LEGACY_REVIEW_STATUS_STAGE:
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normalized_stage = LEGACY_REVIEW_STATUS_STAGE[legacy_status]
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elif normalized_status == "approved":
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normalized_stage = _approved_stage(original_stage, application)
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elif normalized_status == "pending_payment":
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normalized_stage = PAYMENT_PENDING_STAGE
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elif normalized_status == "paid":
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normalized_stage = PAYMENT_PAID_STAGE
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elif normalized_status in STATUS_DEFAULT_STAGE and not normalized_stage:
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normalized_stage = STATUS_DEFAULT_STAGE[normalized_status]
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if normalized_status == "submitted" and normalized_stage in {"payment", "completed"}:
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normalized_stage = DIRECT_MANAGER_APPROVAL_STAGE
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spec = CLAIM_STATUS_REGISTRY.get(normalized_status)
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return ExpenseClaimState(
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status=normalized_status,
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approval_stage=normalized_stage,
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status_code=spec.code if spec is not None else None,
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status_label=spec.label if spec is not None else normalized_status,
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changed=normalized_status != original_status or normalized_stage != original_stage,
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)
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def _normalize_stage_alias(value: str) -> str:
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if not value:
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return ""
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lowered = value.lower()
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return STAGE_ALIASES.get(lowered) or STAGE_ALIASES.get(value) or value
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def _approved_stage(raw_stage: str, is_application_claim: bool) -> str:
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stage = _normalize_stage_alias(raw_stage)
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lowered = str(raw_stage or "").strip().lower()
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if is_application_claim:
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if not stage or lowered == "completed":
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return APPROVAL_DONE_STAGE
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return stage
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if stage in {ARCHIVE_ACCOUNTING_STAGE, PAYMENT_PAID_STAGE}:
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return stage
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if lowered in {"completed", "complete", ""} or stage == APPROVAL_DONE_STAGE:
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return ARCHIVE_ACCOUNTING_STAGE
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return stage
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