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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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233
web/tests/requestProgressSteps.test.mjs
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@@ -2,6 +2,10 @@ import assert from 'node:assert/strict'
import test from 'node:test'
import { mapExpenseClaimToRequest } from '../src/composables/useRequests.js'
import {
buildApplicationDetailFactItems,
buildRelatedApplicationFactItems
} from '../src/utils/expenseApplicationDetail.js'
const CREATE_APPLICATION = '\u521b\u5efa\u7533\u8bf7'
const DIRECT_MANAGER_APPROVAL = '\u76f4\u5c5e\u9886\u5bfc\u5ba1\u6279'
@@ -110,6 +114,55 @@ test('application claims are mapped as application documents', () => {
assert.equal(request.progressSteps.find((step) => step.label === WAIT_LEADER_LI_APPROVAL)?.current, true)
})
test('travel application detail splits trip time into departure and return rows', () => {
const request = mapExpenseClaimToRequest({
id: 'claim-application-trip-time',
claim_no: 'AP-20260602103045-TRIPTIME',
employee_name: '张三',
department_name: '交付部',
manager_name: 'Leader Li',
expense_type: 'travel_application',
reason: '支撑国网仿生产环境部署',
location: '上海',
amount: 3000,
invoice_count: 0,
occurred_at: '2026-02-20T00:00:00.000Z',
submitted_at: '2026-02-20T02:00:00.000Z',
created_at: '2026-02-20T01:30:00.000Z',
updated_at: '2026-02-20T02:00:00.000Z',
status: 'submitted',
approval_stage: '直属领导审批',
risk_flags_json: [
{
source: 'application_detail',
application_detail: {
application_type: '差旅费用申请',
time: '2026-02-20 至 2026-02-23',
location: '上海',
reason: '支撑国网仿生产环境部署',
days: '4 天',
transport_mode: '火车',
amount: '3000'
}
}
],
items: []
})
const factItems = buildApplicationDetailFactItems(request)
assert.deepEqual(
factItems
.filter((item) => ['trip_start_time', 'trip_return_time'].includes(item.key))
.map((item) => [item.label, item.value]),
[
['出发时间', '2026-02-20'],
['返回时间', '2026-02-23']
]
)
assert.equal(factItems.some((item) => item.label === '发生时间'), false)
assert.equal(factItems.some((item) => item.label === '行程时间'), false)
})
test('application claims wait for department P8 budget monitor after leader approval', () => {
const request = mapExpenseClaimToRequest({
id: 'claim-application-budget',
@@ -679,11 +732,17 @@ test('paid reimbursement marks payment progress step as complete', () => {
application_type: '差旅费用申请',
application_content: '差旅费用申请 / 北京',
application_reason: '支撑国网仿生产环境部署',
application_days: '3 天',
application_days: '4 天',
application_location: '北京',
application_amount: '3000',
application_time: '2026-05-20T00:00:00.000Z',
application_transport_mode: '高铁'
application_time: '2026-05-20 至 2026-05-23',
application_transport_mode: '高铁',
application_lodging_daily_cap: '600元/天',
application_subsidy_daily_cap: '120元/天',
application_transport_policy: '按真实票据复核',
application_policy_estimate: '交通按真实票据 + 住宿 2,400元 + 补贴 480元',
application_rule_name: '差旅标准规则',
application_rule_version: '2026.05'
}
}
],
@@ -709,8 +768,36 @@ test('paid reimbursement marks payment progress step as complete', () => {
assert.equal(linkedStep.time, '已关联 APP-20260520-001')
assert.equal(request.relatedApplication.claimNo, 'APP-20260520-001')
assert.equal(request.relatedApplication.reason, '支撑国网仿生产环境部署')
assert.equal(request.relatedApplication.days, '3 天')
assert.equal(request.relatedApplication.days, '4 天')
assert.equal(request.relatedApplication.time, '2026-05-20 至 2026-05-23')
assert.equal(request.relatedApplication.tripStartDate, '2026-05-20')
assert.equal(request.relatedApplication.tripEndDate, '2026-05-23')
assert.equal(request.relatedApplication.transportMode, '高铁')
assert.equal(request.relatedApplication.lodgingDailyCap, '600元/天')
assert.equal(request.relatedApplication.subsidyDailyCap, '120元/天')
assert.equal(request.relatedApplication.transportPolicy, '按真实票据复核')
assert.equal(request.relatedApplication.policyEstimate, '交通按真实票据 + 住宿 2,400元 + 补贴 480元')
assert.equal(request.relatedApplication.ruleLabel, '差旅标准规则 / 2026.05')
assert.equal(request.relatedApplication.amountLabel, '¥3,000')
assert.deepEqual(
buildRelatedApplicationFactItems(request).map((item) => [item.label, item.value]),
[
['关联单据单号', 'APP-20260520-001'],
['申请内容', '差旅费用申请 / 北京'],
['出发时间', '2026-05-20'],
['返回时间', '2026-05-23'],
['申请天数', '4 天'],
['申请事由', '支撑国网仿生产环境部署'],
['申请地点', '北京'],
['出行方式', '高铁'],
['住宿上限/天', '600元/天'],
['补贴标准/天', '120元/天'],
['交通费用口径', '按真实票据复核'],
['规则测算参考', '交通按真实票据 + 住宿 2,400元 + 补贴 480元'],
['规则依据', '差旅标准规则 / 2026.05'],
['预计金额', '¥3,000']
]
)
})
test('reimbursement detail resolves linked application from guided entry context', () => {
@@ -739,7 +826,14 @@ test('reimbursement detail resolves linked application from guided entry context
application_reason: '支撑国网仿生产环境部署',
application_location: '北京',
application_amount: '3000',
application_amount_label: '¥3,000'
application_amount_label: '¥3,000',
application_business_time: '2026-05-20 至 2026-05-23',
application_days: '4 天',
application_transport_mode: '高铁',
application_lodging_daily_cap: '600元/天',
application_subsidy_daily_cap: '120元/天',
application_transport_policy: '按真实票据复核',
application_policy_estimate: '交通按真实票据 + 住宿 2,400元 + 补贴 480元'
},
expense_scene_selection: {
application_claim_no: 'AP-202605-001'
@@ -752,7 +846,136 @@ test('reimbursement detail resolves linked application from guided entry context
assert.equal(request.relatedApplication.claimNo, 'AP-202605-001')
assert.equal(request.relatedApplication.reason, '支撑国网仿生产环境部署')
assert.equal(request.relatedApplication.location, '北京')
assert.equal(request.relatedApplication.time, '2026-05-20 至 2026-05-23')
assert.equal(request.relatedApplication.tripStartDate, '2026-05-20')
assert.equal(request.relatedApplication.tripEndDate, '2026-05-23')
assert.equal(request.relatedApplication.days, '4 天')
assert.equal(request.relatedApplication.transportMode, '高铁')
assert.equal(request.relatedApplication.lodgingDailyCap, '600元/天')
assert.equal(request.relatedApplication.subsidyDailyCap, '120元/天')
assert.equal(request.relatedApplication.policyEstimate, '交通按真实票据 + 住宿 2,400元 + 补贴 480元')
assert.equal(request.relatedApplication.amountLabel, '¥3,000')
assert.deepEqual(request.expenseItems, [])
})
test('reimbursement detail hides stale application placeholder and allowance rows before receipts', () => {
const request = mapExpenseClaimToRequest({
id: 'claim-linked-stale-placeholder',
claim_no: 'EXP-20260520-010',
employee_name: '张三',
department_name: '交付部',
expense_type: 'travel',
reason: '支撑国网仿生产环境部署',
location: '上海',
amount: 3480,
invoice_count: 0,
occurred_at: '2026-02-20T00:00:00.000Z',
created_at: '2026-05-20T01:30:00.000Z',
updated_at: '2026-05-20T02:00:00.000Z',
status: 'draft',
approval_stage: '待提交',
risk_flags_json: [
{
source: 'application_link',
event_type: 'expense_reimbursement_application_linked',
review_form_values: {
application_claim_id: 'application-guided-stale',
application_claim_no: 'AP-202605-010',
application_reason: '支撑国网仿生产环境部署',
application_location: '上海',
application_amount: '3000',
application_amount_label: '¥3,000',
application_business_time: '2026-02-20 至 2026-02-23',
application_days: '4 天',
application_transport_mode: '火车'
}
}
],
items: [
{
id: 'placeholder-travel',
item_type: 'travel',
item_reason: '支撑国网仿生产环境部署',
item_location: '上海',
item_amount: 3000,
item_date: '2026-02-20',
invoice_id: ''
},
{
id: 'stale-allowance',
item_type: 'travel_allowance',
item_reason: '系统自动计算出差补贴：上海市，1天，120.00元/天',
item_location: '直辖市/特区',
item_amount: 120,
item_date: '2026-02-20',
invoice_id: ''
}
]
})
assert.equal(request.relatedApplication.claimNo, 'AP-202605-010')
assert.equal(request.relatedApplication.days, '4 天')
assert.equal(request.amount, 0)
assert.deepEqual(request.expenseItems, [])
assert.equal(request.expenseTableSummary, '暂无费用明细')
})
test('reimbursement detail hides stale allowance when linked application days differ', () => {
const request = mapExpenseClaimToRequest({
id: 'claim-linked-stale-allowance',
claim_no: 'EXP-20260520-011',
employee_name: '张三',
department_name: '交付部',
expense_type: 'travel',
reason: '支撑国网仿生产环境部署',
location: '上海',
amount: 474,
invoice_count: 1,
occurred_at: '2026-02-20T00:00:00.000Z',
created_at: '2026-05-20T01:30:00.000Z',
updated_at: '2026-05-20T02:00:00.000Z',
status: 'draft',
approval_stage: '待提交',
risk_flags_json: [
{
source: 'application_link',
event_type: 'expense_reimbursement_application_linked',
application_claim_no: 'AP-202605-011',
application_detail: {
application_reason: '支撑国网仿生产环境部署',
application_location: '上海',
application_time: '2026-02-20 至 2026-02-23',
application_days: '4 天',
application_transport_mode: '火车'
}
}
],
items: [
{
id: 'outbound-train',
item_type: 'train_ticket',
item_reason: '武汉-上海',
item_location: '上海',
item_amount: 354,
item_date: '2026-02-20',
invoice_id: 'ticket-1.png'
},
{
id: 'stale-allowance',
item_type: 'travel_allowance',
item_reason: '系统自动计算出差补贴：上海市，1天，120.00元/天',
item_location: '直辖市/特区',
item_amount: 120,
item_date: '2026-02-20',
invoice_id: ''
}
]
})
assert.equal(request.relatedApplication.days, '4 天')
assert.deepEqual(request.expenseItems.map((item) => item.id), ['outbound-train'])
assert.equal(request.amount, 354)
assert.equal(request.expenseTableSummary, '共 1 条费用明细，已关联 1 张票据')
})
test('current direct manager step shows how long the claim has stayed there', () => {