refactor(server): split oversized backend services

server/src/app/services/agent_foundation_financial_seed.py

@@ -0,0 +1,726 @@
+from __future__ import annotations
+
+import hashlib
+import json
+from datetime import UTC, date, datetime
+from decimal import Decimal
+from pathlib import Path
+
+from sqlalchemy import inspect, select, text
+
+from app.core.agent_enums import (
+    AgentAssetContentType,
+    AgentAssetDomain,
+    AgentAssetStatus,
+    AgentAssetType,
+    AgentName,
+    AgentPermissionLevel,
+    AgentReviewStatus,
+    AgentRunSource,
+    AgentRunStatus,
+    AgentToolType,
+)
+from app.models.agent_asset import AgentAsset, AgentAssetReview, AgentAssetVersion
+from app.models.agent_run import AgentRun, AgentToolCall, SemanticParseLog
+from app.models.audit_log import AuditLog
+from app.models.financial_record import (
+    AccountsPayableRecord,
+    AccountsReceivableRecord,
+    ExpenseClaim,
+    ExpenseClaimItem,
+)
+from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
+from app.services.agent_asset_spreadsheet import (
+    AgentAssetSpreadsheetManager,
+    COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
+    COMPANY_COMMUNICATION_EXPENSE_RULE_FILENAME,
+    COMPANY_TRAVEL_EXPENSE_RULE_CODE,
+    COMPANY_TRAVEL_EXPENSE_RULE_FILENAME,
+    FINANCE_RULES_LIBRARY,
+    RISK_RULES_LIBRARY,
+)
+from app.services.expense_rule_runtime import (
+    build_scene_submission_standard_markdown,
+    build_travel_risk_control_standard_markdown,
+)
+from app.services.agent_foundation_constants import (
+    ATTACHMENT_RULE_ASSET_CODE,
+    ATTACHMENT_RULE_RUNTIME_CONFIG,
+    COMPANY_COMMUNICATION_RULE_SCENARIO_JSON,
+    COMPANY_COMMUNICATION_RULE_VERSION,
+    COMPANY_TRAVEL_RULE_SCENARIO_JSON,
+    COMPANY_TRAVEL_RULE_VERSION,
+    DEMO_EXPENSE_CLAIM_SIGNATURES,
+    DEMO_PAYABLE_SIGNATURES,
+    DEMO_RECEIVABLE_SIGNATURES,
+    LEGACY_RULE_CODES,
+    PLATFORM_DESTINATION_LOCATION_RULE_FILENAME,
+)
+from app.core.logging import get_logger
+
+logger = get_logger("app.services.agent_foundation")
+
+class AgentFoundationFinancialSeedMixin:
+    def _seed_financial_records(self) -> None:
+
+        if self.db.scalar(select(ExpenseClaim.id).limit(1)) is not None:
+
+            return
+
+        claim_1 = ExpenseClaim(
+
+            claim_no="EXP-202605-001",
+
+            employee_name="张三",
+
+            department_name="财务共享中心",
+
+            project_code="PRJ-EXP-01",
+
+            expense_type="travel",
+
+            reason="华南客户拜访差旅报销",
+
+            location="深圳",
+
+            amount=Decimal("3280.00"),
+
+            currency="CNY",
+
+            invoice_count=3,
+
+            occurred_at=datetime(2026, 5, 6, 9, 0, tzinfo=UTC),
+
+            submitted_at=datetime(2026, 5, 7, 10, 20, tzinfo=UTC),
+
+            status="submitted",
+
+            approval_stage="finance_review",
+
+            risk_flags_json=["amount_over_limit"],
+
+        )
+
+        claim_1.items = [
+
+            ExpenseClaimItem(
+
+                item_date=date(2026, 5, 5),
+
+                item_type="hotel",
+
+                item_reason="客户拜访住宿",
+
+                item_location="深圳",
+
+                item_amount=Decimal("1880.00"),
+
+                invoice_id="INV-HOTEL-001",
+
+            ),
+
+            ExpenseClaimItem(
+
+                item_date=date(2026, 5, 6),
+
+                item_type="transport",
+
+                item_reason="往返交通",
+
+                item_location="深圳",
+
+                item_amount=Decimal("1400.00"),
+
+                invoice_id="INV-TRANS-009",
+
+            ),
+
+        ]
+
+        claim_2 = ExpenseClaim(
+
+            claim_no="EXP-202605-002",
+
+            employee_name="李四",
+
+            department_name="华东销售部",
+
+            project_code="PRJ-SALES-02",
+
+            expense_type="meal",
+
+            reason="客户路演餐费",
+
+            location="上海",
+
+            amount=Decimal("860.00"),
+
+            currency="CNY",
+
+            invoice_count=1,
+
+            occurred_at=datetime(2026, 5, 8, 12, 0, tzinfo=UTC),
+
+            submitted_at=datetime(2026, 5, 8, 18, 30, tzinfo=UTC),
+
+            status="approved",
+
+            approval_stage="completed",
+
+            risk_flags_json=[],
+
+        )
+
+        claim_3 = ExpenseClaim(
+
+            claim_no="EXP-202605-003",
+
+            employee_name="王五",
+
+            department_name="市场品牌部",
+
+            project_code="PRJ-MKT-08",
+
+            expense_type="travel",
+
+            reason="市场活动会务差旅",
+
+            location="北京",
+
+            amount=Decimal("3280.00"),
+
+            currency="CNY",
+
+            invoice_count=2,
+
+            occurred_at=datetime(2026, 5, 6, 11, 30, tzinfo=UTC),
+
+            submitted_at=datetime(2026, 5, 8, 9, 10, tzinfo=UTC),
+
+            status="review",
+
+            approval_stage="risk_check",
+
+            risk_flags_json=["duplicate_expense"],
+
+        )
+
+        ar_records = [
+
+            AccountsReceivableRecord(
+
+                receivable_no="AR-202605-001",
+
+                customer_id="CUS-A",
+
+                customer_name="客户A",
+
+                contract_no="CTR-AR-1001",
+
+                invoice_no="INV-AR-9001",
+
+                amount_receivable=Decimal("120000.00"),
+
+                amount_received=Decimal("70000.00"),
+
+                amount_outstanding=Decimal("50000.00"),
+
+                currency="CNY",
+
+                posting_date=date(2026, 4, 1),
+
+                due_date=date(2026, 4, 30),
+
+                aging_days=11,
+
+                status="partial",
+
+                risk_flags_json=[],
+
+            ),
+
+            AccountsReceivableRecord(
+
+                receivable_no="AR-202605-002",
+
+                customer_id="CUS-B",
+
+                customer_name="客户B",
+
+                contract_no="CTR-AR-1002",
+
+                invoice_no="INV-AR-9002",
+
+                amount_receivable=Decimal("88000.00"),
+
+                amount_received=Decimal("10000.00"),
+
+                amount_outstanding=Decimal("78000.00"),
+
+                currency="CNY",
+
+                posting_date=date(2026, 3, 15),
+
+                due_date=date(2026, 4, 15),
+
+                aging_days=26,
+
+                status="overdue",
+
+                risk_flags_json=["ar_overdue"],
+
+            ),
+
+        ]
+
+        ap_records = [
+
+            AccountsPayableRecord(
+
+                payable_no="AP-202605-001",
+
+                vendor_id="VEN-A",
+
+                vendor_name="供应商A",
+
+                invoice_no="INV-AP-5001",
+
+                amount_payable=Decimal("43000.00"),
+
+                amount_paid=Decimal("10000.00"),
+
+                amount_outstanding=Decimal("33000.00"),
+
+                currency="CNY",
+
+                posting_date=date(2026, 4, 20),
+
+                due_date=date(2026, 5, 12),
+
+                aging_days=0,
+
+                status="scheduled",
+
+                risk_flags_json=[],
+
+            ),
+
+            AccountsPayableRecord(
+
+                payable_no="AP-202605-002",
+
+                vendor_id="VEN-B",
+
+                vendor_name="供应商B",
+
+                invoice_no="INV-AP-5002",
+
+                amount_payable=Decimal("96000.00"),
+
+                amount_paid=Decimal("0.00"),
+
+                amount_outstanding=Decimal("96000.00"),
+
+                currency="CNY",
+
+                posting_date=date(2026, 4, 10),
+
+                due_date=date(2026, 5, 5),
+
+                aging_days=6,
+
+                status="overdue",
+
+                risk_flags_json=["ap_overdue"],
+
+            ),
+
+        ]
+
+        self.db.add_all([claim_1, claim_2, claim_3, *ar_records, *ap_records])
+
+    def _purge_demo_financial_records(self) -> None:
+
+        demo_claims = list(self.db.scalars(select(ExpenseClaim)).all())
+
+        for claim in demo_claims:
+
+            signature = (
+
+                str(claim.claim_no or "").strip(),
+
+                str(claim.employee_name or "").strip(),
+
+                str(claim.reason or "").strip(),
+
+                f"{Decimal(claim.amount or 0):.2f}",
+
+                str(claim.status or "").strip(),
+
+            )
+
+            if signature in DEMO_EXPENSE_CLAIM_SIGNATURES:
+
+                self.db.delete(claim)
+
+        demo_receivables = list(self.db.scalars(select(AccountsReceivableRecord)).all())
+
+        for record in demo_receivables:
+
+            signature = (
+
+                str(record.receivable_no or "").strip(),
+
+                str(record.customer_name or "").strip(),
+
+                f"{Decimal(record.amount_outstanding or 0):.2f}",
+
+                str(record.status or "").strip(),
+
+            )
+
+            if signature in DEMO_RECEIVABLE_SIGNATURES:
+
+                self.db.delete(record)
+
+        demo_payables = list(self.db.scalars(select(AccountsPayableRecord)).all())
+
+        for record in demo_payables:
+
+            signature = (
+
+                str(record.payable_no or "").strip(),
+
+                str(record.vendor_name or "").strip(),
+
+                f"{Decimal(record.amount_outstanding or 0):.2f}",
+
+                str(record.status or "").strip(),
+
+            )
+
+            if signature in DEMO_PAYABLE_SIGNATURES:
+
+                self.db.delete(record)
+
+    def _seed_runs_and_logs(self) -> None:
+
+        if self.db.scalar(select(AgentRun.id).limit(1)) is not None:
+
+            return
+
+        task_asset = self.db.scalar(
+
+            select(AgentAsset).where(AgentAsset.code == "task.hermes.daily_risk_scan")
+
+        )
+
+        user_run = AgentRun(
+
+            run_id="run_user_20260511_001",
+
+            agent=AgentName.USER_AGENT.value,
+
+            source=AgentRunSource.USER_MESSAGE.value,
+
+            user_id="emp_001",
+
+            task_id=None,
+
+            ontology_json={"scenario": "expense", "intent": "query"},
+
+            route_json={"selected_agent": AgentName.USER_AGENT.value, "route_reason": "user query"},
+
+            permission_level=AgentPermissionLevel.READ.value,
+
+            status=AgentRunStatus.SUCCEEDED.value,
+
+            result_summary="已返回本周报销金额和风险摘要。",
+
+            started_at=datetime(2026, 5, 11, 8, 35, tzinfo=UTC),
+
+            finished_at=datetime(2026, 5, 11, 8, 35, 2, tzinfo=UTC),
+
+        )
+
+        hermes_run = AgentRun(
+
+            run_id="run_hermes_20260511_001",
+
+            agent=AgentName.HERMES.value,
+
+            source=AgentRunSource.SCHEDULE.value,
+
+            user_id=None,
+
+            task_id=task_asset.id if task_asset else None,
+
+            ontology_json={"scenario": "expense", "intent": "risk_check"},
+
+            route_json={
+
+                "selected_agent": AgentName.HERMES.value,
+
+                "route_reason": "scheduled risk scan",
+
+            },
+
+            permission_level=AgentPermissionLevel.READ.value,
+
+            status=AgentRunStatus.SUCCEEDED.value,
+
+            result_summary="Hermes 已生成今日风险巡检摘要。",
+
+            started_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
+
+            finished_at=datetime(2026, 5, 11, 9, 0, 4, tzinfo=UTC),
+
+        )
+
+        blocked_run = AgentRun(
+
+            run_id="run_user_20260511_002",
+
+            agent=AgentName.ORCHESTRATOR.value,
+
+            source=AgentRunSource.USER_MESSAGE.value,
+
+            user_id="emp_002",
+
+            task_id=None,
+
+            ontology_json={"scenario": "accounts_payable", "intent": "operate"},
+
+            route_json={
+
+                "selected_agent": AgentName.USER_AGENT.value,
+
+                "route_reason": "payment request",
+
+            },
+
+            permission_level=AgentPermissionLevel.APPROVAL_REQUIRED.value,
+
+            status=AgentRunStatus.BLOCKED.value,
+
+            result_summary="动作需要人工确认。",
+
+            error_message="直接付款属于高风险动作，已阻断自动执行。",
+
+            started_at=datetime(2026, 5, 11, 10, 5, tzinfo=UTC),
+
+            finished_at=datetime(2026, 5, 11, 10, 5, 1, tzinfo=UTC),
+
+        )
+
+        self.db.add_all([user_run, hermes_run, blocked_run])
+
+        self.db.flush()
+
+        self.db.add_all(
+
+            [
+
+                AgentToolCall(
+
+                    run_id=user_run.run_id,
+
+                    tool_type=AgentToolType.DATABASE.value,
+
+                    tool_name="expense_claims.lookup",
+
+                    request_json={"time_range": "this_week", "employee": "all"},
+
+                    response_json={"claim_count": 3, "total_amount": "7420.00"},
+
+                    status="succeeded",
+
+                    duration_ms=48,
+
+                ),
+
+                AgentToolCall(
+
+                    run_id=hermes_run.run_id,
+
+                    tool_type=AgentToolType.MCP.value,
+
+                    tool_name="invoice.verify_mock",
+
+                    request_json={"claim_no": "EXP-202605-003"},
+
+                    response_json={
+
+                        "warning": "external service degraded",
+
+                        "fallback": "used mock response",
+
+                    },
+
+                    status="failed",
+
+                    duration_ms=132,
+
+                    error_message="mock upstream timeout",
+
+                ),
+
+                AgentToolCall(
+
+                    run_id=blocked_run.run_id,
+
+                    tool_type=AgentToolType.RULE_ENGINE.value,
+
+                    tool_name="permission.guard",
+
+                    request_json={"action": "direct_payment"},
+
+                    response_json={"requires_confirmation": True},
+
+                    status="succeeded",
+
+                    duration_ms=5,
+
+                ),
+
+                SemanticParseLog(
+
+                    run_id=user_run.run_id,
+
+                    user_id="emp_001",
+
+                    raw_query="查一下本周报销超标风险",
+
+                    scenario="expense",
+
+                    intent="risk_check",
+
+                    entities_json=[],
+
+                    time_range_json={"start_date": "2026-05-11", "end_date": "2026-05-17"},
+
+                    metrics_json=["amount"],
+
+                    constraints_json=[],
+
+                    risk_flags_json=["amount_over_limit"],
+
+                    permission_json={"level": AgentPermissionLevel.READ.value},
+
+                    confidence=0.93,
+
+                ),
+
+                SemanticParseLog(
+
+                    run_id=blocked_run.run_id,
+
+                    user_id="emp_002",
+
+                    raw_query="帮我直接付款给供应商B",
+
+                    scenario="accounts_payable",
+
+                    intent="operate",
+
+                    entities_json=[{"type": "vendor", "value": "供应商B"}],
+
+                    time_range_json={},
+
+                    metrics_json=["amount"],
+
+                    constraints_json=[],
+
+                    risk_flags_json=["ap_overdue"],
+
+                    permission_json={"level": AgentPermissionLevel.APPROVAL_REQUIRED.value},
+
+                    confidence=0.96,
+
+                ),
+
+            ]
+
+        )
+
+        if self.db.scalar(select(AuditLog.id).limit(1)) is None:
+
+            self.db.add_all(
+
+                [
+
+                    AuditLog(
+
+                        actor="系统初始化",
+
+                        action="save_rule_markdown",
+
+                        resource_type="rule",
+
+                        resource_id=ATTACHMENT_RULE_ASSET_CODE,
+
+                        before_json=None,
+
+                        after_json={"version": "v1.0.0"},
+
+                        request_id="seed-audit-001",
+
+                    ),
+
+                    AuditLog(
+
+                        actor="高嘉禾",
+
+                        action="review_rule",
+
+                        resource_type="rule",
+
+                        resource_id=ATTACHMENT_RULE_ASSET_CODE,
+
+                        before_json={"review_status": "pending"},
+
+                        after_json={"review_status": "pending"},
+
+                        request_id="seed-audit-002",
+
+                    ),
+
+                    AuditLog(
+
+                        actor="系统初始化",
+
+                        action="activate_rule",
+
+                        resource_type="rule",
+
+                        resource_id="rule.expense.scene_submission_standard",
+
+                        before_json={"status": "draft"},
+
+                        after_json={"status": "active"},
+
+                        request_id="seed-audit-003",
+
+                    ),
+
+                    AuditLog(
+
+                        actor="Hermes",
+
+                        action="update_task_status",
+
+                        resource_type="task",
+
+                        resource_id="task.hermes.daily_risk_scan",
+
+                        before_json={"status": "idle"},
+
+                        after_json={"status": "succeeded"},
+
+                        request_id="seed-audit-004",
+
+                    ),
+
+                ]
+
+            )