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
This commit is contained in:
caoxiaozhu
205
server/src/app/services/finance_report_mailer.py
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205
server/src/app/services/finance_report_mailer.py
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from __future__ import annotations
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import smtplib
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from dataclasses import asdict, dataclass
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from email.message import EmailMessage
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from pathlib import Path
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from typing import Any
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from sqlalchemy.orm import Session
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from app.core.secret_box import decrypt_secret
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from app.models.system_setting import SystemSetting
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from app.models.system_setting_secret import SystemSettingSecret
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from app.services.settings import SettingsService
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@dataclass(frozen=True, slots=True)
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class FinanceReportDeliveryResult:
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status: str
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recipients: list[str]
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subject: str
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message: str
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smtp_host: str
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attachment_name: str
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def to_dict(self) -> dict[str, Any]:
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return asdict(self)
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class FinanceReportMailer:
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def __init__(self, db: Session) -> None:
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self.db = db
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def send_report(
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self,
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*,
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context: dict[str, Any],
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pdf_path: Path,
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recipients: list[str] | None = None,
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dry_run: bool = False,
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) -> FinanceReportDeliveryResult:
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settings_row, secrets_row = SettingsService(self.db).ensure_settings_ready()
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resolved_recipients = self._resolve_recipients(settings_row, recipients)
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subject = self._subject(context)
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missing = self._missing_config(settings_row, secrets_row, resolved_recipients)
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if missing:
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return FinanceReportDeliveryResult(
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status="pending_configuration",
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recipients=resolved_recipients,
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subject=subject,
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message=f"邮件未发送，缺少配置：{', '.join(missing)}。",
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smtp_host=str(settings_row.smtp_host or ""),
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attachment_name=pdf_path.name,
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)
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if dry_run:
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return FinanceReportDeliveryResult(
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status="dry_run",
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recipients=resolved_recipients,
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subject=subject,
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message="邮件 dry-run 完成，未连接 SMTP。",
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smtp_host=str(settings_row.smtp_host or ""),
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attachment_name=pdf_path.name,
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)
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password = self._decrypt_password(secrets_row)
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message = self._message(
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settings_row=settings_row,
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context=context,
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pdf_path=pdf_path,
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recipients=resolved_recipients,
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subject=subject,
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)
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try:
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self._send(settings_row, message, password)
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except Exception as exc:
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return FinanceReportDeliveryResult(
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status="failed",
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recipients=resolved_recipients,
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subject=subject,
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message=f"邮件发送失败：{exc}",
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smtp_host=str(settings_row.smtp_host or ""),
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attachment_name=pdf_path.name,
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)
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return FinanceReportDeliveryResult(
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status="sent",
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recipients=resolved_recipients,
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subject=subject,
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message="邮件已发送。",
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smtp_host=str(settings_row.smtp_host or ""),
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attachment_name=pdf_path.name,
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)
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def _message(
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self,
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*,
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settings_row: SystemSetting,
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context: dict[str, Any],
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pdf_path: Path,
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recipients: list[str],
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subject: str,
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) -> EmailMessage:
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sender_address = str(
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settings_row.sender_address or settings_row.smtp_username or ""
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).strip()
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sender_name = str(
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settings_row.sender_name or settings_row.company_name or "X-Financial"
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).strip()
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summary = context.get("summary") if isinstance(context.get("summary"), dict) else {}
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insights = list(context.get("insights") or [])[:3]
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body = "\n".join(
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[
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"各位好，",
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"",
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"数字员工已生成本期财务经营报告，摘要如下：",
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*[f"- {item}" for item in insights],
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"",
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f"报销单数：{summary.get('reimbursement_count', 0)}",
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f"报销金额：¥{float(summary.get('reimbursement_amount') or 0):,.0f}",
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f"行动项：{summary.get('action_count', 0)}",
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"",
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"详细内容请查看附件 PDF。",
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]
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)
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message = EmailMessage()
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message["Subject"] = subject
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message["From"] = f"{sender_name} <{sender_address}>"
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message["To"] = ", ".join(recipients)
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message.set_content(body)
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message.add_attachment(
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pdf_path.read_bytes(),
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maintype="application",
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subtype="pdf",
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filename=pdf_path.name,
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)
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return message
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@staticmethod
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def _resolve_recipients(
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settings_row: SystemSetting,
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override_recipients: list[str] | None,
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) -> list[str]:
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raw_values = override_recipients or [
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str(settings_row.default_receiver or ""),
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str(settings_row.notice_email or ""),
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str(settings_row.admin_email or ""),
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]
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recipients: list[str] = []
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for raw in raw_values:
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for item in str(raw or "").replace(";", ",").split(","):
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email = item.strip()
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if email and "@" in email and email not in recipients:
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recipients.append(email)
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return recipients
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@staticmethod
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def _missing_config(
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settings_row: SystemSetting,
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secrets_row: SystemSettingSecret,
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recipients: list[str],
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) -> list[str]:
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missing: list[str] = []
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if not str(settings_row.smtp_host or "").strip():
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missing.append("smtp_host")
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if not int(settings_row.smtp_port or 0):
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missing.append("smtp_port")
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if not str(settings_row.sender_address or settings_row.smtp_username or "").strip():
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missing.append("sender_address")
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if not str(settings_row.smtp_username or "").strip():
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missing.append("smtp_username")
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if not str(secrets_row.smtp_password_encrypted or "").strip():
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missing.append("smtp_password")
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if not recipients:
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missing.append("recipients")
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return missing
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@staticmethod
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def _decrypt_password(secrets_row: SystemSettingSecret) -> str:
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encrypted = str(secrets_row.smtp_password_encrypted or "").strip()
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return decrypt_secret(encrypted) if encrypted else ""
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@staticmethod
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def _subject(context: dict[str, Any]) -> str:
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period = context.get("period") if isinstance(context.get("period"), dict) else {}
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title = str(period.get("title") or "财务经营报告")
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label = str(period.get("label") or "").strip()
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return f"X-Financial {title} | {label}".strip()
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@staticmethod
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def _send(settings_row: SystemSetting, message: EmailMessage, password: str) -> None:
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host = str(settings_row.smtp_host or "").strip()
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port = int(settings_row.smtp_port or 465)
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username = str(settings_row.smtp_username or "").strip()
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encryption = str(settings_row.smtp_encryption or "").strip().lower()
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if "ssl" in encryption:
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with smtplib.SMTP_SSL(host, port, timeout=20) as smtp:
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smtp.login(username, password)
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smtp.send_message(message)
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return
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with smtplib.SMTP(host, port, timeout=20) as smtp:
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if "tls" in encryption or "starttls" in encryption:
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smtp.starttls()
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smtp.login(username, password)
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smtp.send_message(message)
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