feat: 数字员工财务报告体系与定时提醒及看板快照调度

- 新增数字员工财务报告生成、邮件投递与渲染调度器
- 引入员工画像扫描调度与定时提醒任务
- 完善财务看板快照、排行口径与部门人员占比计算
- 优化数字员工工作看板仪表盘与技能目录
- 增强前端总览页图表、工作台摘要与顶部导航栏交互
- 新增差旅申请规划推动提醒与报销创建会话状态管理
- 补充财务报告、看板调度、数字员工工作记录测试覆盖

server/src/app/services/digital_employee_dashboard.py

@@ -28,7 +28,9 @@ TASK_CODE_TO_TYPE = {
     "task.hermes.false_positive_sample_accumulate": "false_positive_sample_accumulate",
     "task.hermes.risk_feedback_sample_accumulate": "risk_feedback_sample_accumulate",
     "task.hermes.multi_evidence_consistency_evaluate": "multi_evidence_consistency_evaluate",
-    "task.hermes.travel_spatiotemporal_consistency_evaluate": "travel_spatiotemporal_consistency_evaluate",
+    "task.hermes.travel_spatiotemporal_consistency_evaluate": (
+        "travel_spatiotemporal_consistency_evaluate"
+    ),
     "task.hermes.budget_overrun_precontrol_evaluate": "budget_overrun_precontrol_evaluate",
     "task.hermes.supplier_abnormal_relation_evaluate": "supplier_abnormal_relation_evaluate",
     "task.hermes.risk_algorithm_replay_evaluate": "risk_algorithm_replay_evaluate",
@@ -136,6 +138,16 @@ TASK_SPECS: dict[str, dict[str, str]] = {
         "category": "升级",
         "color": "var(--chart-amber)",
     },
+    "finance_dashboard_snapshot": {
+        "label": "财务看板指标快照",
+        "category": "积累",
+        "color": "var(--chart-blue)",
+    },
+    "digital_employee_reminder_scan": {
+        "label": "定时提醒扫描",
+        "category": "整理",
+        "color": "var(--success)",
+    },
 }
 
 CATEGORY_SPECS = {
@@ -203,6 +215,8 @@ class DigitalEmployeeDashboardService:
             + metrics["risk_clues"]
             + metrics["profile_snapshots"]
             + metrics["knowledge_documents"]
+            + metrics["finance_snapshots"]
+            + metrics["reminders"]
         )
 
         return {
@@ -216,6 +230,8 @@ class DigitalEmployeeDashboardService:
             "riskClues": metrics["risk_clues"],
             "profileSnapshots": metrics["profile_snapshots"],
             "knowledgeDocuments": metrics["knowledge_documents"],
+            "financeDashboardSnapshots": metrics["finance_snapshots"],
+            "reminders": metrics["reminders"],
             "successRate": self._percent(success_runs, total_runs),
             "failureRate": self._percent(failed_runs, total_runs),
         }
@@ -232,6 +248,8 @@ class DigitalEmployeeDashboardService:
                 "riskClues": 0,
                 "profileSnapshots": 0,
                 "knowledgeDocuments": 0,
+                "financeDashboardSnapshots": 0,
+                "reminders": 0,
                 "businessOutputs": 0,
             }
             for label in labels
@@ -254,11 +272,15 @@ class DigitalEmployeeDashboardService:
             row["riskClues"] += metrics["risk_clues"]
             row["profileSnapshots"] += metrics["profile_snapshots"]
             row["knowledgeDocuments"] += metrics["knowledge_documents"]
+            row["financeDashboardSnapshots"] += metrics["finance_snapshots"]
+            row["reminders"] += metrics["reminders"]
             row["businessOutputs"] += (
                 metrics["risk_observations"]
                 + metrics["risk_clues"]
                 + metrics["profile_snapshots"]
                 + metrics["knowledge_documents"]
+                + metrics["finance_snapshots"]
+                + metrics["reminders"]
             )
 
         return [rows[label] for label in labels]
@@ -374,6 +396,12 @@ class DigitalEmployeeDashboardService:
             summary,
             ("snapshot_count", "profile_snapshot_count", "profile_snapshots"),
         )
+        if self._resolve_task_type(run) == "finance_dashboard_snapshot":
+            metrics["profile_snapshots"] = 0
+            metrics["finance_snapshots"] = self._first_int(
+                summary,
+                ("finance_snapshot_count", "dashboard_snapshot_count"),
+            )
         metrics["knowledge_documents"] = max(
             self._first_int(
                 summary,
@@ -383,9 +411,21 @@ class DigitalEmployeeDashboardService:
             self._list_length(route_json, ("document_ids", "requested_document_ids")),
         )
         metrics["scanned_claims"] = self._first_int(summary, ("scanned_claim_count", "claim_count"))
-        metrics["target_employees"] = self._first_int(summary, ("target_employee_count", "employee_count"))
+        metrics["target_employees"] = self._first_int(
+            summary,
+            ("target_employee_count", "employee_count"),
+        )
         metrics["rule_hits"] = self._first_int(summary, ("rule_hit_count", "rule_hits"))
         metrics["facts"] = self._first_int(summary, ("fact_count", "facts"))
+        metrics["reminders"] = self._first_int(
+            summary,
+            (
+                "reminder_count",
+                "reminders",
+                "approval_pending_count",
+                "budget_reminder_count",
+            ),
+        )
         return metrics
 
     @staticmethod
@@ -394,11 +434,13 @@ class DigitalEmployeeDashboardService:
             "risk_observations": 0,
             "risk_clues": 0,
             "profile_snapshots": 0,
+            "finance_snapshots": 0,
             "knowledge_documents": 0,
             "scanned_claims": 0,
             "target_employees": 0,
             "rule_hits": 0,
             "facts": 0,
+            "reminders": 0,
         }
 
     def _extract_run_summary(self, run: AgentRun) -> dict[str, Any]:
@@ -413,7 +455,9 @@ class DigitalEmployeeDashboardService:
 
     def _matched_tool_call(self, run: AgentRun, task_type: str) -> AgentToolCall | None:
         digital_tools = [
-            tool for tool in run.tool_calls if str(tool.tool_name or "").startswith("digital_employee.")
+            tool
+            for tool in run.tool_calls
+            if str(tool.tool_name or "").startswith("digital_employee.")
         ]
         for tool in run.tool_calls:
             candidates = [
@@ -441,7 +485,10 @@ class DigitalEmployeeDashboardService:
         route_json = run.route_json or {}
         if str(route_json.get("selected_agent") or "").strip() == AgentName.HERMES.value:
             return True
-        return any(str(tool.tool_name or "").startswith("digital_employee.") for tool in run.tool_calls)
+        return any(
+            str(tool.tool_name or "").startswith("digital_employee.")
+            for tool in run.tool_calls
+        )
 
     def _resolve_task_type(self, run: AgentRun) -> str:
         route_json = run.route_json or {}
@@ -491,6 +538,8 @@ class DigitalEmployeeDashboardService:
             return "global_risk_scan"
         if "employee_behavior_profile" in name:
             return "employee_behavior_profile_scan"
+        if "reminder" in name:
+            return "digital_employee_reminder_scan"
         if "finance_policy_knowledge" in name:
             return "finance_policy_knowledge_organize"
         if "risk_clue" in name: