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feat: 数字员工财务报告体系与定时提醒及看板快照调度

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- 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
2026-06-03 09:25:23 +08:00
parent 0c74b4ab4a
commit 15006a05a7
114 changed files with 7356 additions and 650 deletions
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152
server/tests/test_finance_dashboard_service.py
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@@ -8,10 +8,12 @@ from sqlalchemy.orm import Session, sessionmaker
from sqlalchemy.pool import StaticPool
from app.db.base import Base
from app.models.agent_run import AgentRun
from app.models.budget import BudgetAllocation, BudgetTransaction
from app.models.financial_record import ExpenseClaim
from app.models.risk_observation import RiskObservation
from app.services.finance_dashboard import FinanceDashboardService
from app.services.finance_dashboard_snapshot import FinanceDashboardSnapshotService
def build_session() -> Session:
@@ -165,12 +167,16 @@ def test_finance_dashboard_service_aggregates_claim_budget_and_payment_data() ->
assert dashboard.totals["reimbursementCount"] == 2
assert dashboard.totals["reimbursementAmount"] == 2000.0
assert dashboard.totals["pendingPaymentAmount"] == 0.0
assert dashboard.trend["applications"][-1] >= 1
assert sum(dashboard.trend["applications"]) >= 1
assert "AP-DASH-ADMIN-001" not in str(dashboard.trend)
assert dashboard.spend_by_category[0]["value"] == 1200.0
assert dashboard.department_ranking[0]["name"] == "财务部"
assert dashboard.department_ranking[0]["amount"] == 1200.0
assert dashboard.department_ranking[0]["employeeCount"] == 1
assert dashboard.department_employee_mix[0]["name"] == "财务部 · 陈雨晴"
assert dashboard.department_employee_mix[0]["amount"] == 1200.0
assert dashboard.employee_ranking[0]["name"] == "陈雨晴"
assert dashboard.employee_ranking[0]["count"] == 1
assert dashboard.top_claims[0]["claimNo"] == "CLM-DASH-001"
assert "AP-DASH-ADMIN-001" not in str(dashboard.top_claims)
assert dashboard.budget_summary["ratio"] == 40.0
@@ -226,7 +232,7 @@ def test_finance_dashboard_uses_financial_terms_instead_of_approval_terms() -> N
ExpenseClaim(
claim_no="CLM-DASH-LABEL-003",
employee_name="reimbursement-user",
department_name="甯傚満閮?,
department_name="Market",
expense_type="travel",
reason="real travel reimbursement",
location="Shanghai",
@@ -327,10 +333,150 @@ def test_finance_dashboard_uses_financial_terms_instead_of_approval_terms() -> N
assert dashboard.trend["claimCount"][-1] == 1
assert dashboard.trend["claimAmount"][-1] == 700.0
assert dashboard.trend["applications"] == dashboard.trend["claimCount"]
assert dashboard.department_ranking[0]["name"] == "市场部"
assert dashboard.department_ranking[0]["name"] == "Market"
assert dashboard.department_ranking[0]["amount"] == 700.0
assert {"预算超支", "待付款", "高额单据"}.issubset(focus_names)
assert "风险金额" not in focus_names
assert "材料待补" not in focus_names
assert all(item["role"] != "审批节点" for item in dashboard.bottlenecks)
assert len(dashboard.budget_metrics) == 6
def test_finance_dashboard_ranking_range_supports_year_and_all_scope() -> None:
now = datetime.now(UTC)
previous_year_time = now - timedelta(days=420)
with build_session() as db:
db.add_all(
[
ExpenseClaim(
claim_no="CLM-RANGE-CURRENT-001",
employee_name="王明",
department_name="销售部",
expense_type="travel",
reason="本年差旅",
location="北京",
amount=Decimal("1000.00"),
invoice_count=1,
occurred_at=now - timedelta(days=5),
submitted_at=now - timedelta(days=5),
status="paid",
approval_stage="payment",
risk_flags_json=[],
hermes_risk_flag=False,
created_at=now - timedelta(days=5),
updated_at=now - timedelta(days=4),
),
ExpenseClaim(
claim_no="CLM-RANGE-CURRENT-002",
employee_name="赵琳",
department_name="销售部",
expense_type="meal",
reason="本年招待",
location="上海",
amount=Decimal("500.00"),
invoice_count=1,
occurred_at=now - timedelta(days=8),
submitted_at=now - timedelta(days=8),
status="paid",
approval_stage="payment",
risk_flags_json=[],
hermes_risk_flag=False,
created_at=now - timedelta(days=8),
updated_at=now - timedelta(days=7),
),
ExpenseClaim(
claim_no="CLM-RANGE-OLD-001",
employee_name="钱远",
department_name="销售部",
expense_type="office",
reason="历史办公",
location="广州",
amount=Decimal("9000.00"),
invoice_count=1,
occurred_at=previous_year_time,
submitted_at=previous_year_time,
status="paid",
approval_stage="payment",
risk_flags_json=[],
hermes_risk_flag=False,
created_at=previous_year_time,
updated_at=previous_year_time,
),
]
)
db.commit()
year_dashboard = FinanceDashboardService(db).build_dashboard(
range_key="近10日",
trend_range="近7天",
department_range="本年",
)
all_dashboard = FinanceDashboardService(db).build_dashboard(
range_key="近10日",
trend_range="近7天",
department_range="全部",
)
assert year_dashboard.department_ranking[0]["amount"] == 1500.0
assert year_dashboard.department_ranking[0]["employeeCount"] == 2
assert "CLM-RANGE-OLD-001" not in str(year_dashboard.top_claims)
assert {item["employee"] for item in year_dashboard.department_employee_mix} == {
"王明",
"赵琳",
}
assert all_dashboard.department_ranking[0]["amount"] == 10500.0
assert all_dashboard.department_ranking[0]["employeeCount"] == 3
assert all_dashboard.top_claims[0]["claimNo"] == "CLM-RANGE-OLD-001"
assert all_dashboard.department_employee_mix[0]["employee"] == "钱远"
def test_finance_dashboard_snapshot_service_persists_digital_employee_snapshot() -> None:
now = datetime.now(UTC)
with build_session() as db:
db.add(
ExpenseClaim(
claim_no="CLM-SNAPSHOT-001",
employee_name="snapshot-user",
department_name="Finance",
expense_type="travel",
reason="snapshot test",
location="Shanghai",
amount=Decimal("880.00"),
invoice_count=1,
occurred_at=now - timedelta(hours=1),
submitted_at=now - timedelta(minutes=50),
status="paid",
approval_stage="payment",
risk_flags_json=[],
hermes_risk_flag=False,
created_at=now - timedelta(hours=1),
updated_at=now - timedelta(minutes=40),
)
)
db.commit()
service = FinanceDashboardSnapshotService(db)
first = service.build_dashboard(
range_key="近30日",
trend_range="近12天",
department_range="本月",
)
second = service.build_dashboard(
range_key="近30日",
trend_range="近12天",
department_range="本月",
)
runs = [
run
for run in db.query(AgentRun).filter(AgentRun.agent == "hermes").all()
if (run.route_json or {}).get("task_type") == "finance_dashboard_snapshot"
]
assert first.totals["reimbursementCount"] == 1
assert second.generated_at == first.generated_at
assert len(runs) == 1
assert runs[0].status == "succeeded"
assert runs[0].route_json["task_type"] == "finance_dashboard_snapshot"
assert runs[0].route_json["snapshot_payload"]["totals"]["reimbursementAmount"] == 880.0