feat: 增强风险规则生成引擎与预算中心页面

后端拆分风险规则生成为解释器、语义分析、本体对齐等子模块，优化模板执行和流程图生成，完善员工种子数据和导入逻辑，增强报销单权限策略和草稿持久化，前端新增预算中心视图和趋势图组件，重构审计页面和风险规则测试对话框交互，完善文档中心和报销创建页面细节，补充单元测试覆盖。
2026-05-26 09:15:14 +08:00
parent d0e946cf47
commit 0e861d8fa6
150 changed files with 14953 additions and 4099 deletions
--- a/server/src/app/services/expense_claim_application_handoff.py
+++ b/server/src/app/services/expense_claim_application_handoff.py
@@ -0,0 +1,83 @@
+from __future__ import annotations
+
+import uuid
+from datetime import UTC, datetime
+from decimal import Decimal
+from typing import Any
+
+from app.models.financial_record import ExpenseClaim
+
+
+APPLICATION_REIMBURSEMENT_TYPE_MAP = {
+    "travel_application": "travel",
+    "purchase_application": "office",
+    "meeting_application": "meeting",
+    "expense_application": "other",
+    "application": "other",
+}
+
+
+class ExpenseClaimApplicationHandoffMixin:
+    @staticmethod
+    def _resolve_reimbursement_type_from_application(expense_type: str | None) -> str:
+        normalized = str(expense_type or "").strip().lower()
+        if normalized in APPLICATION_REIMBURSEMENT_TYPE_MAP:
+            return APPLICATION_REIMBURSEMENT_TYPE_MAP[normalized]
+        if normalized.endswith("_application"):
+            return normalized.removesuffix("_application") or "other"
+        return normalized or "other"
+
+    def _create_reimbursement_draft_from_application(
+        self,
+        *,
+        application_claim: ExpenseClaim,
+        approval_flag: dict[str, Any],
+        operator: str,
+    ) -> ExpenseClaim:
+        occurred_at = application_claim.occurred_at or datetime.now(UTC)
+        created_at = datetime.now(UTC)
+        draft_claim = ExpenseClaim(
+            claim_no=self._generate_claim_no(occurred_at),
+            employee_id=application_claim.employee_id,
+            employee_name=application_claim.employee_name,
+            department_id=application_claim.department_id,
+            department_name=application_claim.department_name,
+            project_code=application_claim.project_code,
+            expense_type=self._resolve_reimbursement_type_from_application(application_claim.expense_type),
+            reason=application_claim.reason,
+            location=application_claim.location,
+            amount=application_claim.amount or Decimal("0.00"),
+            currency=application_claim.currency or "CNY",
+            invoice_count=0,
+            occurred_at=occurred_at,
+            submitted_at=None,
+            status="draft",
+            approval_stage="待提交",
+            risk_flags_json=[
+                {
+                    "source": "application_handoff",
+                    "event_type": "expense_application_to_reimbursement_draft",
+                    "handoff_event_id": str(uuid.uuid4()),
+                    "severity": "info",
+                    "label": "申请转报销草稿",
+                    "message": (
+                        f"费用申请 {application_claim.claim_no} 已由 {operator} 确认审核，"
+                        "系统已生成报销草稿。"
+                    ),
+                    "application_claim_id": application_claim.id,
+                    "application_claim_no": application_claim.claim_no,
+                    "application_budget_amount": str(application_claim.amount or Decimal("0.00")),
+                    "application_approval_event_id": str(approval_flag.get("approval_event_id") or ""),
+                    "leader_opinion": str(approval_flag.get("opinion") or "").strip(),
+                    "created_at": created_at.isoformat(),
+                }
+            ],
+        )
+        self.db.add(draft_claim)
+        self.db.flush()
+
+        approval_flag["generated_draft_claim_id"] = draft_claim.id
+        approval_flag["generated_draft_claim_no"] = draft_claim.claim_no
+        approval_flag["handoff_event_type"] = "expense_application_to_reimbursement_draft"
+        approval_flag["handoff_message"] = f"已生成报销草稿 {draft_claim.claim_no}。"
+        return draft_claim