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feat: 报销预审会话状态管理与工作台交互增强

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- 新增差旅报销会话状态管理与对话模型重构
- 增强风险观测服务与运行时聊天上下文作用域
- 优化工作台图标资源、助理意图识别与摘要工具
- 完善报销创建视图样式与差旅详情页标准调整交互
- 补充风险观测、运行时聊天与报销端点测试覆盖
This commit is contained in:
caoxiaozhu
2026-06-04 11:03:29 +08:00
parent 87da5df91b
commit 1cbf3fee44
60 changed files with 4156 additions and 393 deletions
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176
server/src/app/services/expense_claims.py
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@@ -48,6 +48,7 @@ from app.services.expense_claim_attachment_analysis import ExpenseClaimAttachmen
from app.services.expense_claim_attachment_document import ExpenseClaimAttachmentDocumentMixin
from app.services.expense_claim_attachment_operations import ExpenseClaimAttachmentOperationsMixin
from app.services.expense_claim_budget_flow import ExpenseClaimBudgetFlowMixin
from app.services.expense_claim_workflow_constants import DIRECT_MANAGER_APPROVAL_STAGE
from app.services.expense_claim_document_item_builder import ExpenseClaimDocumentItemBuilderMixin
from app.services.expense_claim_document_parsing import ExpenseClaimDocumentParsingMixin
from app.services.expense_claim_draft_flow import ExpenseClaimDraftFlowMixin
@@ -278,6 +279,9 @@ class ExpenseClaimService(
if payload.reason is not None:
claim.reason = self._normalize_optional_text(payload.reason, allow_empty=True) or "待补充"
if not self._is_expense_application_claim(claim):
self._refresh_claim_pre_review_flags(claim, is_application_claim=False)
self.db.commit()
self.db.refresh(claim)
@@ -306,6 +310,146 @@ class ExpenseClaimService(
normalized = Decimal(value or Decimal("0.00")).quantize(Decimal("0.01"))
return f"{normalized:.2f}"
@staticmethod
def _normalize_standard_adjustment_days(value: Any) -> int | None:
if value is None:
return None
if isinstance(value, int):
return value if 1 <= value <= 365 else None
text = str(value or "").strip()
if not text:
return None
match = re.search(r"\d{1,3}", text)
if not match:
return None
days = int(match.group(0))
return days if 1 <= days <= 365 else None
@staticmethod
def _normalize_standard_adjustment_text(value: Any) -> str:
text = str(value or "").strip()
if not text or text in {"-", "N/A", "n/a"}:
return ""
if text in {"待补充", "未知", "暂无", "非必填"}:
return ""
return text
def _iter_standard_adjustment_application_details(self, claim: ExpenseClaim) -> list[dict[str, Any]]:
details: list[dict[str, Any]] = []
for flag in list(claim.risk_flags_json or []):
if not isinstance(flag, dict):
continue
detail = flag.get("application_detail") or flag.get("applicationDetail")
if isinstance(detail, dict):
details.append(detail)
related = flag.get("related_application") or flag.get("relatedApplication")
if isinstance(related, dict):
details.append(related)
return details
def _resolve_standard_adjustment_days(
self,
claim: ExpenseClaim,
item: ExpenseClaimItem,
entry: Any,
) -> int:
direct_days = self._normalize_standard_adjustment_days(getattr(entry, "application_days", None))
if direct_days is not None:
return direct_days
for detail in self._iter_standard_adjustment_application_details(claim):
for key in ("application_days", "applicationDays", "days"):
detail_days = self._normalize_standard_adjustment_days(detail.get(key))
if detail_days is not None:
return detail_days
candidates = [
getattr(entry, "risk", None),
getattr(entry, "title", None),
item.item_reason,
claim.reason,
]
for text in candidates:
match = re.search(r"(\d{1,3})\s*(?:天|晚|夜)", str(text or ""))
if match:
days = self._normalize_standard_adjustment_days(match.group(1))
if days is not None:
return days
return 1
def _resolve_standard_adjustment_location(
self,
claim: ExpenseClaim,
item: ExpenseClaimItem,
) -> str:
for value in (item.item_location, claim.location):
text = self._normalize_standard_adjustment_text(value)
if text:
return text
for detail in self._iter_standard_adjustment_application_details(claim):
for key in ("application_location", "applicationLocation", "location", "city"):
text = self._normalize_standard_adjustment_text(detail.get(key))
if text:
return text
return ""
def _resolve_policy_standard_reimbursable_amount(
self,
*,
claim: ExpenseClaim,
item: ExpenseClaimItem,
entry: Any,
current_user: CurrentUserContext,
) -> Decimal | None:
item_type = str(item.item_type or "").strip().lower()
if item_type not in {"hotel", "hotel_ticket"}:
return None
location = self._resolve_standard_adjustment_location(claim, item)
grade = str(claim.employee_grade or current_user.grade or "").strip()
if not location or not grade:
return None
try:
from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
result = TravelReimbursementCalculatorService(self.db).calculate(
TravelReimbursementCalculatorRequest(
days=self._resolve_standard_adjustment_days(claim, item, entry),
location=location,
grade=grade,
),
current_user,
)
except Exception:
return None
return self._normalize_standard_adjustment_amount(result.hotel_amount)
def _resolve_standard_adjustment_reimbursable_amount(
self,
*,
claim: ExpenseClaim,
item: ExpenseClaimItem,
entry: Any,
original_amount: Decimal,
current_user: CurrentUserContext,
) -> Decimal:
policy_amount = self._resolve_policy_standard_reimbursable_amount(
claim=claim,
item=item,
entry=entry,
current_user=current_user,
)
if policy_amount is not None:
return min(max(policy_amount, Decimal("0.00")), original_amount)
entry_amount = self._normalize_standard_adjustment_amount(entry.reimbursable_amount)
if entry_amount is not None:
return min(max(entry_amount, Decimal("0.00")), original_amount)
return original_amount
def accept_standard_adjustment(
self,
*,
@@ -340,11 +484,13 @@ class ExpenseClaimService(
self._normalize_standard_adjustment_amount(entry.original_amount)
or Decimal(item.item_amount or Decimal("0.00")).quantize(Decimal("0.01"))
)
reimbursable_amount = (
self._normalize_standard_adjustment_amount(entry.reimbursable_amount)
or original_amount
reimbursable_amount = self._resolve_standard_adjustment_reimbursable_amount(
claim=claim,
item=item,
entry=entry,
original_amount=original_amount,
current_user=current_user,
)
reimbursable_amount = min(max(reimbursable_amount, Decimal("0.00")), original_amount)
employee_absorbed_amount = (original_amount - reimbursable_amount).quantize(Decimal("0.01"))
item_label = (
str(item.item_reason or "").strip()
@@ -456,6 +602,7 @@ class ExpenseClaimService(
self._refresh_item_attachment_analysis(item)
self._sync_claim_from_items(claim)
self._refresh_claim_pre_review_flags(claim, is_application_claim=False)
self.db.commit()
self.db.refresh(claim)
@@ -510,6 +657,7 @@ class ExpenseClaimService(
self.db.add(item)
self._sync_claim_from_items(claim)
self._refresh_claim_pre_review_flags(claim, is_application_claim=False)
self.db.commit()
self.db.refresh(claim)
@@ -548,6 +696,7 @@ class ExpenseClaimService(
self.db.delete(item)
self._sync_claim_from_items(claim)
self._refresh_claim_pre_review_flags(claim, is_application_claim=False)
self.db.commit()
self.db.refresh(claim)
@@ -645,12 +794,13 @@ class ExpenseClaimService(
budget_flags,
business_stage="reimbursement",
)
review_result = self._run_ai_submission_review(claim)
if not self._has_ai_pre_review_flag(claim):
self._refresh_claim_pre_review_flags(claim, is_application_claim=False)
claim.status = "submitted"
claim.approval_stage = DIRECT_MANAGER_APPROVAL_STAGE
claim.submitted_at = datetime.now(UTC)
claim.status = str(review_result.get("status") or "supplement")
claim.approval_stage = str(review_result.get("approval_stage") or "待补充")
claim.risk_flags_json = list(review_result.get("risk_flags") or [])
claim.submitted_at = datetime.now(UTC) if claim.status == "submitted" else None
self.db.commit()
self.db.refresh(claim)
@@ -872,11 +1022,3 @@ class ExpenseClaimService(