refactor(server): split oversized backend services
This commit is contained in:
caoxiaozhu
612
server/src/app/services/expense_claim_draft_flow.py
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612
server/src/app/services/expense_claim_draft_flow.py
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@@ -0,0 +1,612 @@
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from __future__ import annotations
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import json
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import re
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import shutil
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import uuid
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from collections import defaultdict
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from datetime import UTC, date, datetime, timedelta
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from decimal import Decimal, InvalidOperation
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from pathlib import Path
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from types import SimpleNamespace
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from typing import Any
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from sqlalchemy import func, or_, select
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from sqlalchemy import inspect as sqlalchemy_inspect
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from sqlalchemy.exc import IntegrityError
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from sqlalchemy.orm import Session, selectinload
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from app.api.deps import CurrentUserContext
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from app.core.agent_enums import AgentAssetDomain, AgentAssetStatus, AgentAssetType
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from app.models.agent_asset import AgentAsset
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from app.models.employee import Employee
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from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
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from app.schemas.ontology import OntologyEntity, OntologyParseResult
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from app.schemas.reimbursement import (
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ExpenseClaimItemCreate,
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ExpenseClaimItemUpdate,
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ExpenseClaimUpdate,
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TravelReimbursementCalculatorRequest,
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)
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from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
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from app.services.agent_asset_spreadsheet import RISK_RULES_LIBRARY
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from app.services.agent_foundation import AgentFoundationService
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from app.services.audit import AuditLogService
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from app.services.document_intelligence import build_document_insight
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from app.services.expense_claim_access_policy import ExpenseClaimAccessPolicy
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from app.services.expense_claim_attachment_presentation import ExpenseClaimAttachmentPresentation
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from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
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from app.services.expense_claim_constants import (
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EXPENSE_TYPE_LABELS,
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MAX_DRAFT_CLAIMS_PER_USER,
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EDITABLE_CLAIM_STATUSES,
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SYSTEM_GENERATED_ITEM_TYPES,
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TRAVEL_DETAIL_ITEM_TYPES,
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TRAVEL_ALLOWANCE_TRIGGER_ITEM_TYPES,
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DOCUMENT_TYPE_ITEM_TYPE_MAP,
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DOCUMENT_TYPE_SCENE_MAP,
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DOCUMENT_FACT_ITEM_TYPES,
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ROUTE_DESCRIPTION_ITEM_TYPES,
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DOCUMENT_TRIP_DATE_LABELS,
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DOCUMENT_TRIP_DATE_REQUIREMENT_LABELS,
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DOCUMENT_TRIP_DATE_KEYS,
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DOCUMENT_GENERIC_DATE_KEYS,
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DOCUMENT_INVOICE_DATE_KEYS,
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DOCUMENT_TRIP_DATE_LABEL_TOKENS,
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DOCUMENT_GENERIC_DATE_LABEL_TOKENS,
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DOCUMENT_INVOICE_DATE_LABEL_TOKENS,
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DOCUMENT_ROUTE_FORMAT_PATTERN,
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DOCUMENT_ROUTE_TEXT_PATTERN,
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DOCUMENT_ROUTE_ORIGIN_LABELS,
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DOCUMENT_ROUTE_DESTINATION_LABELS,
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GENERIC_ATTACHMENT_BACKFILL_ITEM_TYPES,
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LOCATION_REQUIRED_EXPENSE_TYPES,
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EXPENSE_SCENE_KEYWORDS,
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EXPENSE_TYPE_ALLOWED_DOCUMENT_SCENES,
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DOCUMENT_SCENE_LABELS,
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DOCUMENT_ASSOCIATION_REVIEW_ACTIONS,
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PERSISTENT_EXPENSE_REVIEW_ACTIONS,
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RETURN_REASON_OPTIONS,
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MAX_CLAIM_NO_RETRY_ATTEMPTS,
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DOCUMENT_DATE_PATTERN,
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SYSTEM_GENERATED_REASON_PREFIXES,
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LEADING_REASON_TIME_PATTERNS,
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AI_REVIEW_LOOKBACK_DAYS,
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AI_REVIEW_REPEAT_RISK_WARNING_COUNT,
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AI_REVIEW_REPEAT_RISK_BLOCK_COUNT,
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TRAVEL_REVIEW_RELEVANT_EXPENSE_TYPES,
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TRAVEL_REVIEW_LONG_DISTANCE_DOCUMENT_TYPES,
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TRAVEL_POLICY_CITY_TIERS,
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TRAVEL_POLICY_CITY_MATCH_ORDER,
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TRAVEL_POLICY_BAND_LABELS,
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TRAVEL_POLICY_HOTEL_LIMITS,
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TRAVEL_POLICY_ALLOWED_TRANSPORT_LEVELS,
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TRAVEL_POLICY_ROUTE_EXCEPTION_KEYWORDS,
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TRAVEL_POLICY_STANDARD_EXCEPTION_KEYWORDS,
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TRAVEL_POLICY_FLIGHT_CLASS_PATTERNS,
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TRAVEL_POLICY_TRAIN_CLASS_PATTERNS,
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TRAVEL_POLICY_HOTEL_NIGHT_PATTERN,
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)
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from app.services.expense_claim_risk_review import ExpenseClaimRiskReviewMixin
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from app.services.expense_amounts import (
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extract_amount_candidates,
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format_decimal_amount,
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is_amount_match_date_fragment,
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is_date_like_amount_candidate,
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is_probable_year_amount,
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parse_document_amount_value,
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parse_plain_document_amount_value,
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resolve_document_field_amount,
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resolve_document_item_amount,
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resolve_document_text_amount,
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)
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from app.services.expense_rule_runtime import (
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DEFAULT_SCENE_RULE_ASSET_CODE,
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ExpenseRuleRuntimeService,
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RuntimeTravelPolicy,
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build_default_expense_rule_catalog,
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resolve_document_type_label,
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)
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from app.services.ocr import OcrService
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class ExpenseClaimDraftFlowMixin:
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def upsert_draft_from_ontology(
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self,
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*,
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run_id: str,
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user_id: str | None,
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message: str,
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ontology: OntologyParseResult,
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context_json: dict[str, Any],
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) -> dict[str, Any]:
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self._ensure_ready()
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context_json = dict(context_json or {})
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retry_count = self._resolve_claim_no_retry_count(context_json)
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review_action = str(context_json.get("review_action") or "").strip()
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attachment_names = self._resolve_attachment_names(context_json)
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context_documents = self._resolve_context_documents(context_json)
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employee = self._resolve_employee(
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ontology=ontology,
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context_json=context_json,
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user_id=user_id,
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)
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draft_owner_name = (
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employee.name
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if employee is not None
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else self._resolve_employee_name(
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ontology=ontology,
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context_json=context_json,
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user_id=user_id,
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)
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)
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association_candidate = self._find_association_candidate(
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ontology=ontology,
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context_json=context_json,
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user_id=user_id,
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employee=employee,
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)
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if self._should_defer_multi_document_association(
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context_json=context_json,
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review_action=review_action,
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association_candidate=association_candidate,
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context_documents=context_documents,
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):
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document_count = max(len(context_documents), len(attachment_names), self._resolve_attachment_count(context_json))
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return {
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"message": (
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f"检测到你已有草稿 {association_candidate.claim_no}，"
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f"当前新上传了 {document_count} 张票据，请先选择关联到现有草稿，或单独建立新的报销单。"
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),
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"draft_only": False,
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"status": "pending_association_decision",
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"pending_association_decision": True,
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"association_candidate_claim_id": association_candidate.id,
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"association_candidate_claim_no": association_candidate.claim_no,
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}
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claim = self._find_target_claim(
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ontology=ontology,
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context_json=context_json,
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review_action=review_action,
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association_candidate=association_candidate,
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)
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is_new_claim = claim is None
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before_json = self._serialize_claim(claim) if claim is not None else None
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if is_new_claim:
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existing_draft_count = self._count_draft_claims_for_owner(
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employee=employee,
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user_id=user_id,
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)
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if existing_draft_count >= MAX_DRAFT_CLAIMS_PER_USER:
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return {
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"message": (
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f"你当前已保存 {MAX_DRAFT_CLAIMS_PER_USER} 个草稿，请先完成已保存的草稿，"
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"才能再次新建草稿。"
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),
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"draft_limit_reached": True,
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"draft_only": False,
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"status": "blocked",
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"draft_count": existing_draft_count,
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"max_draft_count": MAX_DRAFT_CLAIMS_PER_USER,
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}
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amount = self._resolve_amount(ontology.entities, context_json=context_json)
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occurred_at = self._resolve_occurred_at(ontology, context_json=context_json)
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explicit_expense_type = self._resolve_explicit_review_expense_type(context_json)
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inferred_expense_type = self._resolve_expense_type(ontology.entities, context_json=context_json)
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locked_expense_type = explicit_expense_type
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if not locked_expense_type and claim is not None and review_action in DOCUMENT_ASSOCIATION_REVIEW_ACTIONS:
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locked_expense_type = str(claim.expense_type or "").strip()
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expense_type = locked_expense_type or inferred_expense_type
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location = self._resolve_location(message=message, context_json=context_json)
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reason = self._resolve_reason(
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message=message,
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context_json=context_json,
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allow_message_fallback=is_new_claim,
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)
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attachment_count = len(attachment_names) or self._resolve_attachment_count(context_json)
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final_amount = amount if amount is not None else (claim.amount if claim is not None else Decimal("0.00"))
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final_occurred_at = (
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occurred_at if occurred_at is not None else (claim.occurred_at if claim is not None else datetime.now(UTC))
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)
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final_expense_type = expense_type or (claim.expense_type if claim is not None else "other")
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final_location = location or (claim.location if claim is not None else "待补充")
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final_reason = reason or (claim.reason if claim is not None else "待补充")
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final_attachment_count = (
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attachment_count if attachment_count > 0 else int(claim.invoice_count or 0) if claim is not None else 0
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)
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final_risk_flags = self._merge_persistent_claim_risk_flags(
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existing_flags=list(claim.risk_flags_json or []) if claim is not None else [],
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next_flags=list(ontology.risk_flags),
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)
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if context_documents or attachment_names:
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document_specs = self._build_context_item_specs(
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context_documents=context_documents,
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attachment_names=attachment_names,
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occurred_at=final_occurred_at,
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expense_type=final_expense_type,
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amount=final_amount,
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reason=final_reason,
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location=final_location,
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context_json=context_json,
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employee_grade=str(employee.grade or "").strip() if employee is not None else "",
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user_id=user_id,
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)
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else:
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document_specs = []
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if claim is not None and review_action == "link_to_existing_draft" and document_specs:
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duplicate_result = self._build_duplicate_attachment_block_result(
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claim=claim,
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document_specs=document_specs,
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context_documents=context_documents,
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)
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if duplicate_result is not None:
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return duplicate_result
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try:
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if claim is None:
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claim = ExpenseClaim(
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claim_no=self._generate_claim_no(final_occurred_at),
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employee_id=employee.id if employee is not None else None,
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employee_name=draft_owner_name,
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department_id=employee.organization_unit_id if employee is not None else None,
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department_name=self._resolve_department_name(
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employee=employee,
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context_json=context_json,
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),
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project_code=self._resolve_project_code(ontology.entities),
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expense_type=final_expense_type,
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reason=final_reason,
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location=final_location,
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amount=final_amount,
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currency="CNY",
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invoice_count=final_attachment_count,
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occurred_at=final_occurred_at,
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status="draft",
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approval_stage="待提交",
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risk_flags_json=final_risk_flags,
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)
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self.db.add(claim)
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else:
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claim.employee_id = employee.id if employee is not None else claim.employee_id
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claim.employee_name = (
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employee.name
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if employee is not None
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else self._resolve_employee_name(
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ontology=ontology,
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context_json=context_json,
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user_id=user_id,
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fallback=claim.employee_name,
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)
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)
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claim.department_id = employee.organization_unit_id if employee is not None else claim.department_id
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claim.department_name = self._resolve_department_name(
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employee=employee,
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context_json=context_json,
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fallback=claim.department_name,
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)
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claim.project_code = self._resolve_project_code(ontology.entities) or claim.project_code
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claim.expense_type = final_expense_type
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claim.reason = final_reason
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claim.location = final_location
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claim.amount = final_amount
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claim.invoice_count = final_attachment_count
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claim.occurred_at = final_occurred_at
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claim.status = "draft"
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claim.approval_stage = "待提交"
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claim.risk_flags_json = final_risk_flags
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self.db.flush()
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if document_specs and (is_new_claim or review_action in DOCUMENT_ASSOCIATION_REVIEW_ACTIONS):
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if review_action == "link_to_existing_draft" and claim.items:
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self._append_document_items(
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claim=claim,
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item_specs=document_specs,
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)
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else:
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self._replace_claim_items(
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claim=claim,
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item_specs=document_specs,
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)
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self._sync_claim_from_items(claim)
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else:
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self._upsert_primary_item(
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claim=claim,
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occurred_at=final_occurred_at,
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expense_type=final_expense_type,
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amount=final_amount,
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reason=final_reason,
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location=final_location,
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attachment_names=attachment_names,
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)
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self._sync_claim_from_items(claim)
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if locked_expense_type:
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claim.expense_type = locked_expense_type
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self.db.commit()
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self.db.refresh(claim)
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except IntegrityError as exc:
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self.db.rollback()
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if (
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is_new_claim
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and retry_count < MAX_CLAIM_NO_RETRY_ATTEMPTS
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and self._is_claim_no_conflict_error(exc)
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):
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retry_context = dict(context_json)
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retry_context["_claim_no_retry_count"] = retry_count + 1
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return self.upsert_draft_from_ontology(
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run_id=run_id,
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user_id=user_id,
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message=message,
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ontology=ontology,
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context_json=retry_context,
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)
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raise
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except Exception:
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self.db.rollback()
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raise
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self.audit_service.log_action(
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actor=user_id or claim.employee_name or "anonymous",
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action="expense_claim.draft_upsert",
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resource_type="expense_claim",
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resource_id=claim.id,
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before_json=before_json,
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after_json=self._serialize_claim(claim),
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request_id=run_id,
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)
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return {
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"message": (
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f"已{'创建' if is_new_claim else '更新'}报销草稿 {claim.claim_no}，当前状态为 draft。"
|
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"请核对识别结果，确认无误后继续提交。"
|
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),
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"draft_only": True,
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"claim_id": claim.id,
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"claim_no": claim.claim_no,
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"status": claim.status,
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"amount": float(claim.amount),
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"invoice_count": int(claim.invoice_count or 0),
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}
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def _find_target_claim(
|
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self,
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*,
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ontology: OntologyParseResult,
|
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context_json: dict[str, Any],
|
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review_action: str = "",
|
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association_candidate: ExpenseClaim | None = None,
|
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) -> ExpenseClaim | None:
|
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if review_action == "create_new_claim_from_documents":
|
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return None
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if review_action == "link_to_existing_draft" and association_candidate is not None:
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return association_candidate
|
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draft_claim_id = str(context_json.get("draft_claim_id") or "").strip()
|
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if draft_claim_id:
|
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claim = self.db.get(ExpenseClaim, draft_claim_id)
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if claim is not None and self._is_editable_claim_status(claim.status):
|
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return claim
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return None
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claim_codes = [
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item.normalized_value
|
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for item in ontology.entities
|
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if item.type == "expense_claim" and item.normalized_value
|
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]
|
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if not claim_codes:
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return None
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stmt = (
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select(ExpenseClaim)
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.where(ExpenseClaim.claim_no.in_(claim_codes))
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.where(ExpenseClaim.status.in_(EDITABLE_CLAIM_STATUSES))
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.limit(1)
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)
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return self.db.scalar(stmt)
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def _find_association_candidate(
|
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self,
|
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*,
|
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ontology: OntologyParseResult,
|
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context_json: dict[str, Any],
|
||||
user_id: str | None,
|
||||
employee: Employee | None,
|
||||
) -> ExpenseClaim | None:
|
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draft_claim_id = str(context_json.get("draft_claim_id") or "").strip()
|
||||
if draft_claim_id:
|
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claim = self.db.get(ExpenseClaim, draft_claim_id)
|
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if claim is not None and self._is_editable_claim_status(claim.status):
|
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return claim
|
||||
|
||||
owner_filters = self._build_draft_owner_filters(
|
||||
employee=employee,
|
||||
user_id=user_id,
|
||||
)
|
||||
if not owner_filters:
|
||||
fallback_name = self._resolve_employee_name(
|
||||
ontology=ontology,
|
||||
context_json=context_json,
|
||||
user_id=user_id,
|
||||
fallback="",
|
||||
)
|
||||
if fallback_name:
|
||||
owner_filters = [ExpenseClaim.employee_name == fallback_name]
|
||||
|
||||
if not owner_filters:
|
||||
return None
|
||||
|
||||
stmt = (
|
||||
select(ExpenseClaim)
|
||||
.where(ExpenseClaim.status.in_(EDITABLE_CLAIM_STATUSES))
|
||||
.where(or_(*owner_filters))
|
||||
.order_by(ExpenseClaim.updated_at.desc(), ExpenseClaim.created_at.desc())
|
||||
.limit(1)
|
||||
)
|
||||
return self.db.scalar(stmt)
|
||||
|
||||
def _should_defer_multi_document_association(
|
||||
self,
|
||||
*,
|
||||
context_json: dict[str, Any],
|
||||
review_action: str,
|
||||
association_candidate: ExpenseClaim | None,
|
||||
context_documents: list[dict[str, Any]],
|
||||
) -> bool:
|
||||
if association_candidate is None:
|
||||
return False
|
||||
if review_action in DOCUMENT_ASSOCIATION_REVIEW_ACTIONS:
|
||||
return False
|
||||
document_count = max(
|
||||
len(context_documents),
|
||||
len(self._resolve_attachment_names(context_json)),
|
||||
self._resolve_attachment_count(context_json),
|
||||
)
|
||||
return document_count > 1
|
||||
|
||||
def _replace_claim_items(
|
||||
self,
|
||||
*,
|
||||
claim: ExpenseClaim,
|
||||
item_specs: list[dict[str, Any]],
|
||||
) -> None:
|
||||
existing_items = sorted(
|
||||
list(claim.items),
|
||||
key=lambda item: (
|
||||
item.item_date or date.max,
|
||||
self._normalize_sort_datetime(item.created_at),
|
||||
),
|
||||
)
|
||||
for index, spec in enumerate(item_specs):
|
||||
item = existing_items[index] if index < len(existing_items) else None
|
||||
if item is None:
|
||||
item = ExpenseClaimItem(claim_id=claim.id)
|
||||
claim.items.append(item)
|
||||
self.db.add(item)
|
||||
item.item_date = spec["item_date"]
|
||||
item.item_type = spec["item_type"]
|
||||
item.item_reason = spec["item_reason"]
|
||||
item.item_location = spec["item_location"]
|
||||
item.item_amount = spec["item_amount"]
|
||||
item.invoice_id = (
|
||||
None
|
||||
if str(spec.get("item_type") or "").strip() in SYSTEM_GENERATED_ITEM_TYPES
|
||||
else self._attachment_presentation.merge_reference(item.invoice_id, spec["invoice_id"])
|
||||
)
|
||||
|
||||
for stale_item in existing_items[len(item_specs) :]:
|
||||
claim.items.remove(stale_item)
|
||||
self.db.delete(stale_item)
|
||||
|
||||
def _append_document_items(
|
||||
self,
|
||||
*,
|
||||
claim: ExpenseClaim,
|
||||
item_specs: list[dict[str, Any]],
|
||||
) -> None:
|
||||
system_specs = [
|
||||
spec for spec in item_specs if str(spec.get("item_type") or "").strip() in SYSTEM_GENERATED_ITEM_TYPES
|
||||
]
|
||||
normal_specs = [
|
||||
spec for spec in item_specs if str(spec.get("item_type") or "").strip() not in SYSTEM_GENERATED_ITEM_TYPES
|
||||
]
|
||||
existing_invoice_ids = {
|
||||
str(item.invoice_id or "").strip()
|
||||
for item in claim.items
|
||||
if str(item.invoice_id or "").strip()
|
||||
}
|
||||
existing_invoice_names = {
|
||||
self._attachment_presentation.resolve_display_name(item.invoice_id)
|
||||
for item in claim.items
|
||||
if str(item.invoice_id or "").strip()
|
||||
}
|
||||
for spec in normal_specs:
|
||||
invoice_id = str(spec.get("invoice_id") or "").strip()
|
||||
invoice_name = self._attachment_presentation.resolve_display_name(invoice_id)
|
||||
if invoice_id and (invoice_id in existing_invoice_ids or invoice_name in existing_invoice_names):
|
||||
continue
|
||||
claim.items.append(
|
||||
ExpenseClaimItem(
|
||||
claim_id=claim.id,
|
||||
item_date=spec["item_date"],
|
||||
item_type=spec["item_type"],
|
||||
item_reason=spec["item_reason"],
|
||||
item_location=spec["item_location"],
|
||||
item_amount=spec["item_amount"],
|
||||
invoice_id=spec["invoice_id"],
|
||||
)
|
||||
)
|
||||
self.db.add(claim.items[-1])
|
||||
if invoice_id:
|
||||
existing_invoice_ids.add(invoice_id)
|
||||
existing_invoice_names.add(invoice_name)
|
||||
|
||||
if system_specs:
|
||||
existing_system_items = [
|
||||
item for item in list(claim.items) if str(item.item_type or "").strip() in SYSTEM_GENERATED_ITEM_TYPES
|
||||
]
|
||||
for stale_item in existing_system_items:
|
||||
claim.items.remove(stale_item)
|
||||
self.db.delete(stale_item)
|
||||
for spec in system_specs:
|
||||
claim.items.append(
|
||||
ExpenseClaimItem(
|
||||
claim_id=claim.id,
|
||||
item_date=spec["item_date"],
|
||||
item_type=spec["item_type"],
|
||||
item_reason=spec["item_reason"],
|
||||
item_location=spec["item_location"],
|
||||
item_amount=spec["item_amount"],
|
||||
invoice_id=spec["invoice_id"],
|
||||
)
|
||||
)
|
||||
self.db.add(claim.items[-1])
|
||||
|
||||
def _build_duplicate_attachment_block_result(
|
||||
self,
|
||||
*,
|
||||
claim: ExpenseClaim,
|
||||
document_specs: list[dict[str, Any]],
|
||||
context_documents: list[dict[str, Any]],
|
||||
) -> dict[str, Any] | None:
|
||||
duplicate_matches = self._find_duplicate_attachment_matches(
|
||||
claim=claim,
|
||||
document_specs=document_specs,
|
||||
context_documents=context_documents,
|
||||
)
|
||||
if not duplicate_matches:
|
||||
return None
|
||||
|
||||
duplicate_labels = list(
|
||||
dict.fromkeys(
|
||||
str(item.get("incoming_label") or item.get("existing_label") or "").strip()
|
||||
for item in duplicate_matches
|
||||
if str(item.get("incoming_label") or item.get("existing_label") or "").strip()
|
||||
)
|
||||
)
|
||||
duplicate_text = "、".join(duplicate_labels[:3]) or "本次上传票据"
|
||||
reason = (
|
||||
f"检测到本次上传的票据与草稿 {claim.claim_no} 中已有票据重复：{duplicate_text}。"
|
||||
"请重新上传不同的票据后再归集。"
|
||||
)
|
||||
return {
|
||||
"message": reason,
|
||||
"draft_only": False,
|
||||
"status": "blocked",
|
||||
"duplicate_attachment_blocked": True,
|
||||
"duplicate_invoice_blocked": True,
|
||||
"submission_blocked": True,
|
||||
"submission_blocked_reasons": [reason],
|
||||
"missing_fields": [reason],
|
||||
"risk_flags": ["duplicate_invoice"],
|
||||
"duplicate_attachments": duplicate_matches,
|
||||
"claim_id": claim.id,
|
||||
"claim_no": claim.claim_no,
|
||||
"amount": float(claim.amount or Decimal("0.00")),
|
||||
"invoice_count": int(claim.invoice_count or 0),
|
||||
}
|
||||
Reference in New Issue
Block a user