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_finance_report_task.py

@@ -0,0 +1,99 @@
+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.core.config import get_settings
+from app.db.base import Base
+from app.models.agent_run import AgentRun
+from app.models.financial_record import ExpenseClaim
+from app.models.risk_observation import RiskObservation
+from app.services.digital_employee_finance_report_task import (
+    FINANCE_REPORT_TASK_TYPE,
+    DigitalEmployeeFinanceReportTaskService,
+)
+
+
+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_finance_report_task_generates_pdf_and_agent_record(monkeypatch, tmp_path) -> None:
+    monkeypatch.setenv("STORAGE_ROOT_DIR", str(tmp_path))
+    get_settings.cache_clear()
+    now = datetime.now(UTC)
+
+    with build_session() as db:
+        db.add(
+            ExpenseClaim(
+                claim_no="RE-REPORT-001",
+                employee_name="林嘉宁",
+                department_name="市场部",
+                expense_type="travel",
+                reason="客户拜访",
+                location="上海",
+                amount=Decimal("3600.00"),
+                invoice_count=2,
+                occurred_at=now - timedelta(days=2),
+                submitted_at=now - timedelta(days=2),
+                status="paid",
+                approval_stage="已付款",
+                risk_flags_json=[],
+                hermes_risk_flag=False,
+                created_at=now - timedelta(days=2),
+                updated_at=now - timedelta(days=1),
+            )
+        )
+        db.add(
+            RiskObservation(
+                observation_key="risk-report-001",
+                subject_type="expense_claim",
+                subject_key="RE-REPORT-001",
+                subject_label="RE-REPORT-001",
+                claim_no="RE-REPORT-001",
+                risk_type="policy",
+                risk_signal="amount_outlier",
+                title="金额异常",
+                risk_level="high",
+                status="pending_review",
+                created_at=now - timedelta(days=1),
+                updated_at=now - timedelta(days=1),
+            )
+        )
+        db.commit()
+
+        result = DigitalEmployeeFinanceReportTaskService(db).generate_report(
+            report_type="weekly",
+            send_email=True,
+            dry_run_email=True,
+        )
+
+        pdf_path = tmp_path / result["pdf"]["storage_key"]
+        html_path = pdf_path.with_name("report.html")
+        runs = [
+            run
+            for run in db.query(AgentRun).filter(AgentRun.agent == "hermes").all()
+            if (run.route_json or {}).get("task_type") == FINANCE_REPORT_TASK_TYPE
+        ]
+
+        assert pdf_path.exists()
+        assert pdf_path.read_bytes().startswith(b"%PDF")
+        assert html_path.exists()
+        assert result["delivery"]["status"] in {"dry_run", "pending_configuration"}
+        assert result["summary"]["reimbursement_count"] >= 1
+        assert runs
+        assert runs[0].status == "succeeded"
+        assert runs[0].route_json["report_delivery"]["pdf"]["storage_key"].endswith("report.pdf")
+
+    get_settings.cache_clear()