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
2026-06-03 09:25:23 +08:00
parent 0c74b4ab4a
commit 15006a05a7
114 changed files with 7356 additions and 650 deletions
--- a/server/src/app/services/employee_profile_scan_task.py
+++ b/server/src/app/services/employee_profile_scan_task.py
@@ -0,0 +1,123 @@
+from __future__ import annotations
+
+from datetime import UTC, datetime
+from time import perf_counter
+from typing import Any
+
+from sqlalchemy.orm import Session
+
+from app.core.agent_enums import (
+    AgentName,
+    AgentPermissionLevel,
+    AgentRunSource,
+    AgentRunStatus,
+    AgentToolType,
+)
+from app.services.agent_runs import AgentRunService
+from app.services.hermes_employee_profile_scanner import HermesEmployeeProfileScannerService
+
+EMPLOYEE_PROFILE_SCAN_TASK_TYPE = "employee_behavior_profile_scan"
+EMPLOYEE_PROFILE_SCAN_TOOL_NAME = "digital_employee.employee_behavior_profile.scan"
+
+
+class EmployeeProfileScanTaskService:
+    def __init__(self, db: Session) -> None:
+        self.db = db
+
+    def refresh_profiles(self, *, source: str = AgentRunSource.SCHEDULE.value) -> dict[str, Any]:
+        run_service = AgentRunService(self.db)
+        run = run_service.create_run(
+            agent=AgentName.HERMES.value,
+            source=source,
+            user_id="digital_employee",
+            ontology_json={
+                "scenario": "employee_behavior_profile",
+                "intent": "scan",
+            },
+            route_json={
+                "task_type": EMPLOYEE_PROFILE_SCAN_TASK_TYPE,
+                "job_type": EMPLOYEE_PROFILE_SCAN_TASK_TYPE,
+                "selected_agent": AgentName.HERMES.value,
+                "phase": "running",
+                "heartbeat_at": datetime.now(UTC).isoformat(),
+            },
+            permission_level=AgentPermissionLevel.READ.value,
+            status=AgentRunStatus.RUNNING.value,
+        )
+        timer = perf_counter()
+        try:
+            # 画像快照表的 source_task_log_id 外键指向 Hermes 任务日志。
+            # 这里用 agent_runs 记录数字员工轨迹，因此不写入该外键，避免错误关联。
+            summary = HermesEmployeeProfileScannerService(self.db).scan_employee_profiles(
+                log_id=None
+            )
+            duration_ms = int((perf_counter() - timer) * 1000)
+            report = self._build_report(summary)
+            response = {
+                "task_type": EMPLOYEE_PROFILE_SCAN_TASK_TYPE,
+                "summary": summary,
+                "report": report,
+            }
+            run_service.record_tool_call(
+                run_id=run.run_id,
+                tool_type=AgentToolType.DATABASE.value,
+                tool_name=EMPLOYEE_PROFILE_SCAN_TOOL_NAME,
+                request_json={"task_type": EMPLOYEE_PROFILE_SCAN_TASK_TYPE},
+                response_json=response,
+                status=AgentRunStatus.SUCCEEDED.value,
+                duration_ms=duration_ms,
+            )
+            run_service.merge_route_json(
+                run.run_id,
+                {
+                    "phase": "succeeded",
+                    "summary": summary,
+                    "report": report,
+                    "heartbeat_at": datetime.now(UTC).isoformat(),
+                },
+                status=AgentRunStatus.SUCCEEDED.value,
+                result_summary=(
+                    "员工行为画像已生成："
+                    f"覆盖 {summary.get('target_employee_count', 0)} 人，"
+                    f"快照 {summary.get('snapshot_count', 0)} 条，"
+                    f"重点关注 {summary.get('high_attention_employee_count', 0)} 人。"
+                ),
+                finished_at=datetime.now(UTC),
+            )
+            return response
+        except Exception as exc:
+            run_service.record_tool_call(
+                run_id=run.run_id,
+                tool_type=AgentToolType.DATABASE.value,
+                tool_name=EMPLOYEE_PROFILE_SCAN_TOOL_NAME,
+                request_json={"task_type": EMPLOYEE_PROFILE_SCAN_TASK_TYPE},
+                response_json={},
+                status=AgentRunStatus.FAILED.value,
+                duration_ms=int((perf_counter() - timer) * 1000),
+                error_message=str(exc),
+            )
+            run_service.merge_route_json(
+                run.run_id,
+                {
+                    "phase": "failed",
+                    "heartbeat_at": datetime.now(UTC).isoformat(),
+                },
+                status=AgentRunStatus.FAILED.value,
+                error_message=str(exc),
+                finished_at=datetime.now(UTC),
+            )
+            raise
+
+    @staticmethod
+    def _build_report(summary: dict[str, Any]) -> dict[str, Any]:
+        return {
+            "title": "员工财务行为画像扫描报告",
+            "targetEmployeeCount": int(summary.get("target_employee_count") or 0),
+            "profileSnapshotCount": int(summary.get("snapshot_count") or 0),
+            "highAttentionEmployeeCount": int(
+                summary.get("high_attention_employee_count") or 0
+            ),
+            "windowDays": list(summary.get("window_days") or []),
+            "algorithmVersion": str(summary.get("algorithm_version") or ""),
+            "baselineSummary": summary.get("baseline_summary") or {},
+        }