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/tests/test_digital_employee_reminder_task.py

@@ -0,0 +1,176 @@
+from __future__ import annotations
+
+from datetime import UTC, datetime, timedelta
+from decimal import Decimal
+
+from sqlalchemy import create_engine
+from sqlalchemy.orm import Session, sessionmaker
+from sqlalchemy.pool import StaticPool
+
+from app.db.base import Base
+from app.models.employee import Employee
+from app.models.financial_record import ExpenseClaim
+from app.models.role import Role
+from app.services.digital_employee_dashboard import DigitalEmployeeDashboardService
+from app.services.digital_employee_reminder_task import DigitalEmployeeReminderTaskService
+
+
+def build_session() -> Session:
+    engine = create_engine(
+        "sqlite+pysqlite:///:memory:",
+        connect_args={"check_same_thread": False},
+        poolclass=StaticPool,
+    )
+    Base.metadata.create_all(bind=engine)
+    session_factory = sessionmaker(bind=engine, autoflush=False, autocommit=False)
+    return session_factory()
+
+
+def test_digital_employee_reminder_task_generates_actionable_report() -> None:
+    now = datetime(2026, 6, 2, 2, 0, tzinfo=UTC)
+
+    with build_session() as db:
+        _seed_reminder_data(db, now)
+
+        result = DigitalEmployeeReminderTaskService(db).refresh_reminders(now=now)
+
+        summary = result["summary"]
+        report = result["report"]
+        assert result["task_type"] == "digital_employee_reminder_scan"
+        assert summary["recipient_count"] >= 3
+        assert summary["reminder_count"] >= 4
+        assert summary["approval_pending_count"] == 1
+        assert summary["budget_reminder_count"] == 1
+        assert summary["travel_application_reminder_count"] == 1
+        assert summary["reimbursement_overdue_count"] == 1
+
+        reminder_types = {
+            reminder["type"]
+            for recipient in report["recipients"]
+            for reminder in recipient["reminders"]
+        }
+        assert {
+            "approval_pending",
+            "budget_compilation",
+            "travel_application_expiry",
+            "reimbursement_overdue",
+        }.issubset(reminder_types)
+
+        dashboard = DigitalEmployeeDashboardService(db).build_dashboard(days=7)
+        assert dashboard.totals["reminders"] >= 4
+        assert dashboard.totals["businessOutputs"] >= 4
+        assert dashboard.task_distribution[0]["taskType"] == "digital_employee_reminder_scan"
+
+
+def _seed_reminder_data(db: Session, now: datetime) -> None:
+    budget_role = Role(
+        id="role-budget",
+        role_code="budget_monitor",
+        name="预算管理员",
+        description="预算编制提醒接收人",
+    )
+    manager = Employee(
+        id="emp-manager",
+        employee_no="M001",
+        name="审批领导",
+        email="manager@example.com",
+        position="部门负责人",
+        grade="M2",
+    )
+    employee = Employee(
+        id="emp-user",
+        employee_no="E001",
+        name="出差员工",
+        email="employee@example.com",
+        position="客户经理",
+        grade="P5",
+        manager=manager,
+        finance_owner_name="财务BP",
+    )
+    budget_admin = Employee(
+        id="emp-budget",
+        employee_no="B001",
+        name="预算管理员甲",
+        email="budget@example.com",
+        position="预算管理员",
+        grade="P6",
+        roles=[budget_role],
+    )
+    db.add_all([budget_role, manager, employee, budget_admin])
+    db.add_all(
+        [
+            _claim(
+                "claim-approval",
+                "EXP-APPROVAL-001",
+                employee,
+                "travel",
+                "12000.00",
+                now - timedelta(days=3),
+                "submitted",
+                "直属领导审批",
+            ),
+            _claim(
+                "claim-travel-app",
+                "APP-TRAVEL-001",
+                employee,
+                "travel_application",
+                "8000.00",
+                now - timedelta(days=1),
+                "approved",
+                "已审批",
+                risk_flags=[
+                    {
+                        "source": "application_detail",
+                        "application_detail": {
+                            "application_type": "差旅申请",
+                            "time": "2026-06-01",
+                        },
+                    }
+                ],
+            ),
+            _claim(
+                "claim-supplement",
+                "EXP-SUPPLEMENT-001",
+                employee,
+                "meal",
+                "600.00",
+                now - timedelta(days=2),
+                "returned",
+                "材料待补",
+            ),
+        ]
+    )
+    db.commit()
+
+
+def _claim(
+    claim_id: str,
+    claim_no: str,
+    employee: Employee,
+    expense_type: str,
+    amount: str,
+    happened_at: datetime,
+    status: str,
+    approval_stage: str,
+    *,
+    risk_flags: list[dict] | None = None,
+) -> ExpenseClaim:
+    return ExpenseClaim(
+        id=claim_id,
+        claim_no=claim_no,
+        employee_id=employee.id,
+        employee_name=employee.name,
+        department_name="市场部",
+        expense_type=expense_type,
+        reason="客户拜访",
+        location="上海",
+        amount=Decimal(amount),
+        invoice_count=1,
+        occurred_at=happened_at,
+        submitted_at=happened_at,
+        status=status,
+        approval_stage=approval_stage,
+        risk_flags_json=risk_flags or [],
+        created_at=happened_at,
+        updated_at=happened_at,
+    )