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/user_agent_application.py
+++ b/server/src/app/services/user_agent_application.py
@@ -178,12 +178,17 @@ class UserAgentApplicationMixin:
        step = self._resolve_expense_application_step(payload, facts)
        application_claim = None
        if step == "submitted":
-            application_claim = self._find_duplicate_expense_application_record(payload, facts)
-            if application_claim is not None:
-                step = "duplicate"
-                facts["duplicate_application_stage"] = str(application_claim.approval_stage or "").strip()
+            editable_claim = self._find_editable_expense_application_record(payload)
+            if editable_claim is not None:
+                application_claim = self._update_expense_application_record(payload, facts, editable_claim)
+                facts["application_edit_mode"] = "true"
            else:
-                application_claim = self._create_expense_application_record(payload, facts)
+                application_claim = self._find_duplicate_expense_application_record(payload, facts)
+                if application_claim is not None:
+                    step = "duplicate"
+                    facts["duplicate_application_stage"] = str(application_claim.approval_stage or "").strip()
+                else:
+                    application_claim = self._create_expense_application_record(payload, facts)
            facts["application_no"] = application_claim.claim_no
            facts["application_claim_id"] = application_claim.id
            facts["manager_name"] = self._resolve_application_manager_name(payload, application_claim)
@@ -229,9 +234,14 @@ class UserAgentApplicationMixin:
        if step == "submitted":
            application_no = str(facts.get("application_no") or "").strip() or self._build_application_claim_no(payload, facts)
            manager_name = str(facts.get("manager_name") or "").strip() or "直属领导"
+            submitted_title = (
+                "申请单据已修改并重新提交，已进入审批流程。"
+                if str(facts.get("application_edit_mode") or "").strip().lower() == "true"
+                else "申请单据已生成，并已进入审批流程。"
+            )
            return "\n\n".join(
                [
-                    "申请单据已生成，并已进入审批流程。",
+                    submitted_title,
                    f"系统已推送给 {manager_name} 审核，当前节点：{manager_name}审核中。",
                    f"申请单号：{application_no}",
                    "下方是简要单据信息。需要查看完整详情时，请点击快捷方式进入单据详情。",
@@ -930,6 +940,101 @@ class UserAgentApplicationMixin:
            return "会务费用申请"
        return "差旅费用申请"

+    @staticmethod
+    def _resolve_application_edit_claim_id(context_json: dict[str, object]) -> str:
+        if not isinstance(context_json, dict):
+            return ""
+        is_edit_mode = bool(context_json.get("application_edit_mode") or context_json.get("applicationEditMode"))
+        claim_id = str(
+            context_json.get("application_edit_claim_id")
+            or context_json.get("applicationEditClaimId")
+            or ""
+        ).strip()
+        return claim_id if is_edit_mode and claim_id else ""
+
+    @staticmethod
+    def _is_expense_application_claim_like(claim: ExpenseClaim) -> bool:
+        expense_type = str(claim.expense_type or "").strip().lower()
+        claim_no = str(claim.claim_no or "").strip().upper()
+        flags = claim.risk_flags_json
+        if isinstance(flags, dict):
+            flags = [flags]
+        if not isinstance(flags, list):
+            flags = []
+        has_application_detail = any(
+            isinstance(flag, dict)
+            and (
+                str(flag.get("business_stage") or "").strip() == "expense_application"
+                or isinstance(flag.get("application_detail"), dict)
+            )
+            for flag in flags
+        )
+        return (
+            expense_type in {"application", "expense_application"}
+            or expense_type.endswith("_application")
+            or claim_no.startswith("AP-")
+            or claim_no.startswith("APP-")
+            or has_application_detail
+        )
+
+    def _find_editable_expense_application_record(
+        self,
+        payload: UserAgentRequest,
+    ) -> ExpenseClaim | None:
+        claim_id = self._resolve_application_edit_claim_id(payload.context_json or {})
+        if not claim_id:
+            return None
+
+        claim = self.db.get(ExpenseClaim, claim_id)
+        if claim is None:
+            raise ValueError("未找到要修改的申请单。")
+        if not self._is_expense_application_claim_like(claim):
+            raise ValueError("只能修改申请单。")
+
+        current_user = self._build_application_current_user(payload)
+        access_policy = ExpenseClaimAccessPolicy(self.db)
+        if not (current_user.is_admin or access_policy.is_claim_owned_by_current_user(claim, current_user)):
+            raise ValueError("只能修改本人被退回的申请单。")
+
+        status = str(claim.status or "").strip().lower()
+        if status not in {"returned", "draft", "supplement"}:
+            raise ValueError("当前申请单状态不支持修改。")
+        return claim
+
+    def _update_expense_application_record(
+        self,
+        payload: UserAgentRequest,
+        facts: dict[str, str],
+        claim: ExpenseClaim,
+    ) -> ExpenseClaim:
+        current_user = self._build_application_current_user(payload)
+        flags = claim.risk_flags_json
+        if isinstance(flags, dict):
+            flags = [flags]
+        if not isinstance(flags, list):
+            flags = []
+        preserved_flags = [
+            flag
+            for flag in flags
+            if not (
+                isinstance(flag, dict)
+                and str(flag.get("source") or "").strip() == "application_detail"
+            )
+        ]
+        claim.expense_type = self._resolve_application_expense_type_code(facts)
+        claim.reason = str(facts.get("reason") or "费用申请").strip() or "费用申请"
+        claim.location = str(facts.get("location") or "待补充").strip() or "待补充"
+        claim.amount = self._parse_application_amount_to_decimal(facts.get("amount", ""))
+        claim.occurred_at = self._parse_application_occurred_at(facts.get("time", ""))
+        claim.risk_flags_json = [*preserved_flags, self._build_application_detail_flag(facts)]
+
+        from app.services.expense_claims import ExpenseClaimService
+
+        submitted = ExpenseClaimService(self.db).submit_claim(claim.id, current_user)
+        if submitted is None:
+            raise ValueError("未找到可修改的申请单。")
+        return submitted
+
    def _create_expense_application_record(
        self,
        payload: UserAgentRequest,