feat: 同步报销流程与工作台改动

server/src/app/services/expense_claim_approval_routing.py

@@ -17,6 +17,7 @@ from app.services.expense_claim_risk_stage import (
 
 
 class ExpenseClaimApprovalRoutingMixin:
+    _APPLICATION_BUDGET_REVIEW_USAGE_THRESHOLD = Decimal("90.00")
     _BUDGET_REVIEW_RATINGS = {"block"}
     _BUDGET_REVIEW_RISK_LEVELS = {"high", "critical"}
     _ROUTE_RISK_SEVERITIES = {"medium", "high", "critical", "danger"}
@@ -63,7 +64,11 @@ class ExpenseClaimApprovalRoutingMixin:
     ) -> dict[str, Any]:
         business_stage = risk_business_stage_for_claim(is_application_claim=is_application_claim)
         budget_result = BudgetService(self.db).analyze_claim_budget(claim)
-        budget_reasons = self._collect_budget_route_reasons(budget_result)
+        budget_reasons = (
+            self._collect_application_budget_route_reasons(budget_result)
+            if is_application_claim
+            else self._collect_budget_route_reasons(budget_result)
+        )
         current_risk_reasons = self._collect_current_route_risk_reasons(
             claim.risk_flags_json,
             business_stage=business_stage,
@@ -75,7 +80,9 @@ class ExpenseClaimApprovalRoutingMixin:
             else []
         )
         reasons = self._dedupe_reasons(
-            [*budget_reasons, *current_risk_reasons, *historical_risk_reasons]
+            budget_reasons
+            if is_application_claim
+            else [*budget_reasons, *current_risk_reasons, *historical_risk_reasons]
         )
         requires_budget_review = bool(reasons)
         route = (
@@ -86,11 +93,18 @@ class ExpenseClaimApprovalRoutingMixin:
             else "finance"
         )
         label = "需要预算管理者复核" if requires_budget_review else "跳过预算管理者复核"
-        message = (
-            "系统根据预算、当前风险和历史风险判断，该单据需要预算管理者二次确认。"
-            if requires_budget_review
-            else "系统根据预算、当前风险和历史风险判断，该单据可跳过预算管理者复核。"
-        )
+        if is_application_claim:
+            message = (
+                "系统根据预算占用阈值判断，该申请单达到 90% 预算复核线，需要预算管理者二次确认。"
+                if requires_budget_review
+                else "系统根据预算占用阈值判断，该申请单未达到 90% 预算复核线，可跳过预算管理者复核。"
+            )
+        else:
+            message = (
+                "系统根据预算、当前风险和历史风险判断，该单据需要预算管理者二次确认。"
+                if requires_budget_review
+                else "系统根据预算、当前风险和历史风险判断，该单据可跳过预算管理者复核。"
+            )
 
         return with_risk_business_stage(
             {
@@ -136,6 +150,20 @@ class ExpenseClaimApprovalRoutingMixin:
             reasons.append(f"预计超预算 {over_budget_amount} 元")
         return self._dedupe_reasons(reasons)
 
+    def _collect_application_budget_route_reasons(self, budget_result: dict[str, Any]) -> list[str]:
+        metrics = budget_result.get("metrics") if isinstance(budget_result.get("metrics"), dict) else {}
+        over_budget_amount = self._decimal(metrics.get("over_budget_amount"))
+        if over_budget_amount > Decimal("0.00"):
+            return [f"预计超预算 {over_budget_amount} 元"]
+
+        after_usage_rate = self._decimal(metrics.get("after_usage_rate"))
+        claim_amount_ratio = self._decimal(metrics.get("claim_amount_ratio"))
+        budget_usage_rate = max(after_usage_rate, claim_amount_ratio)
+        if budget_usage_rate >= self._APPLICATION_BUDGET_REVIEW_USAGE_THRESHOLD:
+            return [f"审批后预算占用达到 {budget_usage_rate}%，触发 90% 预算复核线"]
+
+        return []
+
     def _collect_current_route_risk_reasons(
         self,
         risk_flags: list[Any] | None,