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feat: 财务看板口径重构与半年模拟数据及报销状态注册表

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- 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
This commit is contained in:
caoxiaozhu
2026-06-02 16:22:59 +08:00
parent ca691f3ee0
commit 0c74b4ab4a
54 changed files with 6810 additions and 1238 deletions
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95
server/tests/test_user_agent_service.py
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@@ -209,7 +209,8 @@ def test_user_agent_application_context_uses_application_language() -> None:
assert "费用申请" in response.answer
assert "| 字段 | 内容 |" in response.answer
assert "| 行程时间 | 2026-05-25 至 2026-05-27 |" in response.answer
assert "| 出发时间 | 2026-05-25 |" in response.answer
assert "| 返回时间 | 2026-05-27 |" in response.answer
assert "支持上海国网服务器部署" in response.answer
assert "当前还需要补充：出行方式" in response.answer
assert "请先在下面选择报销场景" not in response.answer
@@ -224,7 +225,8 @@ def test_user_agent_application_infers_natural_reason_and_expands_single_date()
with session_factory() as db:
response = build_application_user_agent_response(db, message)
assert "| 行程时间 | 2026-05-25 至 2026-05-27 |" in response.answer
assert "| 出发时间 | 2026-05-25 |" in response.answer
assert "| 返回时间 | 2026-05-27 |" in response.answer
assert "| 地点 | 上海市 |" in response.answer
assert "| 事由 | 支撑上海国网服务器部署 |" in response.answer
assert "当前还需要先补充：申请事由" not in response.answer
@@ -250,7 +252,8 @@ def test_user_agent_application_normalizes_location_to_region_city() -> None:
yili_response = build_application_user_agent_response(db, yili_message)
beijing_response = build_application_user_agent_response(db, beijing_message)
assert "| 行程时间 | 2026-05-25 至 2026-05-27 |" in yili_response.answer
assert "| 出发时间 | 2026-05-25 |" in yili_response.answer
assert "| 返回时间 | 2026-05-27 |" in yili_response.answer
assert "| 地点 | 新疆，伊犁 |" in yili_response.answer
assert "| 事由 | 支撑新疆电力仿生产部署 |" in yili_response.answer
assert "伊犁出差" not in yili_response.answer
@@ -289,7 +292,8 @@ def test_user_agent_application_uses_selected_time_and_natural_language_fields()
)
)
assert "| 行程时间 | 2026-05-25 |" in response.answer
assert "| 出发时间 | 2026-05-25 |" in response.answer
assert "| 返回时间 | 2026-05-25 |" in response.answer
assert "| 地点 | 上海市 |" in response.answer
assert "| 事由 | 支撑国网服务器上线部署 |" in response.answer
assert "当前还需要补充：出行方式" in response.answer
@@ -317,10 +321,10 @@ def test_user_agent_application_builds_system_estimate_after_transport_choice()
assert "| 出行方式 | 飞机 |" in response.answer
assert "| 系统预估费用 |" in response.answer
assert "交通" in response.answer
assert "参考票价" in response.answer
assert "按 2026-05-25 参考票价" in response.answer
assert "| 交通费用口径 | 预估交通费用 2,330元 |" in response.answer
assert "2,330元" in response.answer
assert "查询耗时" in response.answer
assert "参考票价" not in response.answer
assert "查询耗时" not in response.answer
assert response.requires_confirmation is True
assert response.suggested_actions == []
@@ -362,14 +366,64 @@ def test_user_agent_application_uses_selected_date_range_and_keeps_reason() -> N
)
)
assert "| 行程时间 | 2026-02-20 至 2026-02-23 |" in response.answer
assert "| 出发时间 | 2026-02-20 |" in response.answer
assert "| 返回时间 | 2026-02-23 |" in response.answer
assert "| 地点 | 上海市 |" in response.answer
assert "| 事由 | 支撑国网仿生产环境部署 |" in response.answer
assert "| 天数 | 4天 |" in response.answer
assert "| 住宿上限/天 | 450元/天 |" in response.answer
assert "| 补贴标准/天 | 100元/天 |" in response.answer
assert "| 规则测算参考 | 交通 2,460元 + 住宿 1,800元 + 补贴 400元 = 4,660元（4天） |" in response.answer
assert "| 发生时间 |" not in response.answer
assert "| 事由 | 2026-02-20 至 2026-02-23 |" not in response.answer
def test_user_agent_application_keeps_labeled_reason_in_structured_travel_form() -> None:
session_factory = build_session_factory()
message = (
"发生时间：2026-02-20 至 2026-02-23\n"
"地点：上海\n"
"事由：支撑国网仿生产环境建设\n"
"天数：4天"
)
context_json = {
"session_type": "application",
"entry_source": "application",
"name": "曹笑竹",
"department_name": "技术部",
"position": "财务智能化产品经理",
"manager_name": "向万红",
"grade": "P5",
}
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=message,
user_id="pytest-structured-application-reason@example.com",
context_json=context_json,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-structured-application-reason@example.com",
message=message,
ontology=ontology,
context_json=context_json,
tool_payload={"clarification_required": ontology.clarification_required},
)
)
assert "| 申请类型 | 差旅费用申请 |" in response.answer
assert "| 出发时间 | 2026-02-20 |" in response.answer
assert "| 返回时间 | 2026-02-23 |" in response.answer
assert "| 地点 | 上海市 |" in response.answer
assert "| 事由 | 支撑国网仿生产环境建设 |" in response.answer
assert "| 天数 | 4天 |" in response.answer
assert "申请事由" not in response.answer
assert "当前还需要补充：出行方式" in response.answer
def test_user_agent_application_derives_days_from_selected_date_range() -> None:
session_factory = build_session_factory()
message = "去上海出差，支撑国网仿生产服务器部署，火车"
@@ -418,7 +472,8 @@ def test_user_agent_application_derives_days_from_selected_date_range() -> None:
)
)
assert "| 行程时间 | 2026-02-20 至 2026-02-23 |" in response.answer
assert "| 出发时间 | 2026-02-20 |" in response.answer
assert "| 返回时间 | 2026-02-23 |" in response.answer
assert "| 天数 | 4天 |" in response.answer
assert "| 天数 | 待补充 |" not in response.answer
assert "（4天）" in response.answer
@@ -452,7 +507,8 @@ def test_user_agent_application_precomputes_time_from_today_and_days() -> None:
)
assert "这是费用申请核对结果" in response.answer
assert "| 行程时间 | 2026-05-29 至 2026-05-31 |" in response.answer
assert "| 出发时间 | 2026-05-29 |" in response.answer
assert "| 返回时间 | 2026-05-31 |" in response.answer
assert response.requires_confirmation is True
@@ -547,7 +603,8 @@ def test_user_agent_application_submit_enters_leader_review() -> None:
"| 字段 | 内容 |\n"
"| --- | --- |\n"
"| 申请类型 | 差旅费用申请 |\n"
"| 行程时间 | 2026-05-25 |\n"
"| 出发时间 | 2026-05-25 |\n"
"| 返回时间 | 2026-05-27 |\n"
"| 地点 | 上海市 |\n"
"| 事由 | 支持上海国网服务器部署 |\n"
"| 天数 | 3天 |\n"
@@ -585,7 +642,8 @@ def test_user_agent_application_submit_enters_leader_review() -> None:
def test_user_agent_application_submit_blocks_duplicate_business_time() -> None:
session_factory = build_session_factory()
initial_message = (
"行程时间：2026-05-25 至 2026-05-27\n"
"出发时间：2026-05-25\n"
"返回时间：2026-05-27\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天\n"
@@ -597,7 +655,8 @@ def test_user_agent_application_submit_blocks_duplicate_business_time() -> None:
"| 字段 | 内容 |\n"
"| --- | --- |\n"
"| 申请类型 | 差旅费用申请 |\n"
"| 行程时间 | 2026-05-25 至 2026-05-27 |\n"
"| 出发时间 | 2026-05-25 |\n"
"| 返回时间 | 2026-05-27 |\n"
"| 地点 | 上海市 |\n"
"| 事由 | 支持上海国网服务器部署 |\n"
"| 天数 | 3天 |\n"
@@ -1385,6 +1444,7 @@ def test_user_agent_uses_linked_application_context_for_review_slots() -> None:
"application_location": "北京",
"application_amount": "3000元",
"application_business_time": "2026-06-01 至 2026-06-03",
"application_transport_mode": "火车",
},
"user_input_text": message,
}
@@ -1412,6 +1472,15 @@ def test_user_agent_uses_linked_application_context_for_review_slots() -> None:
assert slot_map["location"].value == "北京"
assert slot_map["amount"].value == "3000.00元"
assert slot_map["time_range"].value == "2026-06-01 至 2026-06-03"
assert UserAgentService._resolve_review_form_values(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-linked-application-review@example.com",
message=message,
ontology=ontology,
context_json=context_json,
)
)["transport_mode"] == "火车"
assert "事由说明" not in response.review_payload.missing_slots