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feat: 添加风险规则及 agent assets 功能增强

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This commit is contained in:
caoxiaozhu
2026-05-19 16:19:03 +00:00
parent d460ee0fe7
commit 54ffef66d3
52 changed files with 26036 additions and 25171 deletions
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125
server/src/app/services/agent_assets.py
View File

@@ -36,7 +36,6 @@ from app.schemas.agent_asset import (
AgentAssetSpreadsheetDiffCellRead,
AgentAssetSpreadsheetDiffSheetRead,
AgentAssetUpdate,
AgentAssetVersionCompareRead,
AgentAssetVersionCreate,
AgentAssetVersionRead,
AgentAssetVersionTimelineItemRead,
@@ -511,18 +510,16 @@ class AgentAssetService:
return self._build_onlyoffice_spreadsheet_config(
asset_id=asset_id,
current_user=current_user,
resolved_version=resolved_version,
metadata=metadata,
editable=resolved_version == PREVIEW_RULE_CURRENT_VERSION,
)
asset = self._require_spreadsheet_rule(asset_id)
resolved_version, metadata = self._resolve_current_spreadsheet_meta(asset)
_, metadata = self._resolve_current_spreadsheet_meta(asset)
editable = self._can_edit_current_spreadsheet(current_user)
return self._build_onlyoffice_spreadsheet_config(
asset_id=asset.id,
current_user=current_user,
resolved_version=resolved_version,
metadata=metadata,
editable=editable,
)
@@ -555,7 +552,6 @@ class AgentAssetService:
def validate_rule_spreadsheet_access_token(
self,
asset_id: str,
version: str,
access_token: str,
) -> None:
onlyoffice_settings = resolve_onlyoffice_settings()
@@ -571,7 +567,6 @@ class AgentAssetService:
if (
payload.get("scope") != "agent-asset-spreadsheet"
or payload.get("asset_id") != asset_id
or payload.get("version") != version
):
raise ValueError("ONLYOFFICE 文件访问令牌无效。")
@@ -604,7 +599,6 @@ class AgentAssetService:
)
changed_sheet_count = self._count_changed_sheets(sheet_changes, cell_changes)
changed_cell_count = len(cell_changes)
next_version = self._next_available_version(asset)
metadata = self._store_current_rule_spreadsheet(
asset,
@@ -613,45 +607,10 @@ class AgentAssetService:
actor=actor,
source=source,
)
snapshot_metadata = self.spreadsheet_manager.store_rule_library_spreadsheet_snapshot(
library=self._resolve_spreadsheet_rule_library(asset),
asset_id=asset.id,
version=next_version,
file_name=file_name,
content=content,
actor_name=actor,
source=source,
)
operation_label = (
change_note
or (
"ONLYOFFICE 在线编辑"
if source == "onlyoffice"
else f"上传并覆盖当前规则表：{normalized_name}"
)
)
summary = self._build_spreadsheet_change_summary(
operation_label,
sheet_changes,
cell_changes,
)
version_content = self.spreadsheet_manager.build_version_markdown(
rule_name=asset.name,
version=next_version,
metadata=snapshot_metadata,
)
self.create_version(
asset.id,
AgentAssetVersionCreate(
version=next_version,
content=version_content,
content_type=AgentAssetContentType.MARKDOWN,
change_note=summary,
created_by=actor,
),
actor=actor,
request_id=request_id,
)
self.audit_service.log_action(
actor=actor,
action="edit_rule_spreadsheet",
@@ -660,13 +619,11 @@ class AgentAssetService:
before_json={"storage_key": current_metadata.storage_key},
after_json={
"summary": summary,
"version": next_version,
"changed_sheet_count": changed_sheet_count,
"changed_cell_count": changed_cell_count,
"sheet_changes": [item.model_dump() for item in sheet_changes],
"cell_changes": [item.model_dump() for item in cell_changes[:500]],
"storage_key": metadata.storage_key,
"snapshot_storage_key": snapshot_metadata.storage_key,
},
request_id=request_id,
)
@@ -705,7 +662,7 @@ class AgentAssetService:
self,
asset_id: str,
*,
version: str,
version: str | None = None,
payload: dict[str, Any],
actor_name: str | None = None,
) -> None:
@@ -721,8 +678,6 @@ class AgentAssetService:
callback = self._parse_onlyoffice_callback(payload)
if callback.status not in {2, 6} or not callback.download_url:
return
if str(version or "").strip() not in {"", "current", self._resolve_working_version(asset)}:
return
_, current_metadata = self._resolve_current_spreadsheet_meta(asset)
request = Request(
@@ -924,44 +879,6 @@ class AgentAssetService:
return sorted(events, key=lambda item: item.event_time)
def compare_spreadsheet_versions(
self,
asset_id: str,
*,
base_version: str,
target_version: str,
) -> AgentAssetVersionCompareRead:
self._ensure_ready()
asset = self._require_spreadsheet_rule(asset_id)
resolved_base, base_meta = self._resolve_spreadsheet_version_meta(
asset,
version=base_version,
)
resolved_target, target_meta = self._resolve_spreadsheet_version_meta(
asset,
version=target_version,
)
base_workbook = self._load_spreadsheet_for_compare(base_meta)
target_workbook = self._load_spreadsheet_for_compare(target_meta)
sheet_changes, cell_changes = self._collect_workbook_changes(
base_workbook,
target_workbook,
)
added_sheet_count = sum(1 for item in sheet_changes if item.change_type == "added")
removed_sheet_count = sum(1 for item in sheet_changes if item.change_type == "removed")
return AgentAssetVersionCompareRead(
base_version=resolved_base,
target_version=resolved_target,
added_sheet_count=added_sheet_count,
removed_sheet_count=removed_sheet_count,
changed_sheet_count=self._count_changed_sheets(sheet_changes, cell_changes),
changed_cell_count=len(cell_changes),
sheet_changes=sheet_changes,
cell_changes=cell_changes[:500],
)
def list_spreadsheet_change_records(
self,
asset_id: str,
@@ -981,8 +898,7 @@ class AgentAssetService:
id=log.id,
actor=log.actor,
changed_at=log.created_at,
version=str((log.after_json or {}).get("version") or "").strip() or None,
summary=str((log.after_json or {}).get("summary") or "ONLYOFFICE 在线编辑保存。"),
summary=str((log.after_json or {}).get("summary") or "表格内容已保存。"),
sheet_changes=[
AgentAssetSpreadsheetDiffSheetRead.model_validate(item)
for item in ((log.after_json or {}).get("sheet_changes") or [])
@@ -1292,7 +1208,6 @@ class AgentAssetService:
*,
asset_id: str,
current_user: CurrentUserContext,
resolved_version: str,
metadata: RuleSpreadsheetMeta,
editable: bool,
) -> AgentAssetOnlyOfficeConfigRead:
@@ -1307,21 +1222,21 @@ class AgentAssetService:
backend_base_url = onlyoffice_settings.backend_url.rstrip("/")
public_url = onlyoffice_settings.public_url.rstrip("/")
access_token = self._build_onlyoffice_access_token(asset_id, resolved_version)
access_token = self._build_onlyoffice_access_token(asset_id)
document_url = (
f"{backend_base_url}{settings.api_v1_prefix}/agent-assets/{asset_id}/spreadsheet/onlyoffice/content"
f"?version={resolved_version}&access_token={access_token}"
f"?access_token={access_token}"
)
callback_url = (
f"{backend_base_url}{settings.api_v1_prefix}/agent-assets/{asset_id}/spreadsheet/onlyoffice/callback"
f"?version={resolved_version}&actor_name={quote(current_user.name)}"
f"?actor_name={quote(current_user.name)}"
)
config: dict[str, Any] = {
"documentType": "cell",
"document": {
"fileType": Path(metadata.file_name).suffix.lstrip(".").lower() or "xlsx",
"key": self._build_onlyoffice_document_key(asset_id, resolved_version, metadata),
"key": self._build_onlyoffice_document_key(asset_id, metadata),
"title": metadata.file_name,
"url": document_url,
"permissions": {
@@ -1462,19 +1377,6 @@ class AgentAssetService:
major, minor, patch = [int(item) for item in parts]
return f"v{major}.{minor}.{patch + 1}"
@staticmethod
def _can_edit_spreadsheet_version(
asset: AgentAsset,
current_user: CurrentUserContext,
version: str,
) -> bool:
role_codes = {str(item).strip() for item in current_user.role_codes}
can_edit = current_user.is_admin or "manager" in role_codes or "finance" in role_codes
return (
can_edit
and AgentAssetService._resolve_working_version(asset) == str(version or "").strip()
)
@staticmethod
def _can_edit_current_spreadsheet(current_user: CurrentUserContext) -> bool:
role_codes = {str(item).strip() for item in current_user.role_codes}
@@ -1483,23 +1385,21 @@ class AgentAssetService:
@staticmethod
def _build_onlyoffice_document_key(
asset_id: str,
version: str,
metadata: RuleSpreadsheetMeta,
) -> str:
fingerprint = metadata.checksum or metadata.updated_at or metadata.file_name
raw_key = f"{asset_id}-{version}-{fingerprint}"
raw_key = f"{asset_id}-{fingerprint}"
return "".join(
character if character.isalnum() or character in {"-", "_", ".", "="} else "_"
for character in raw_key
)
@staticmethod
def _build_onlyoffice_access_token(asset_id: str, version: str) -> str:
def _build_onlyoffice_access_token(asset_id: str) -> str:
onlyoffice_settings = resolve_onlyoffice_settings()
payload = {
"scope": "agent-asset-spreadsheet",
"asset_id": asset_id,
"version": version,
}
return jwt.encode(payload, onlyoffice_settings.jwt_secret, algorithm="HS256")
@@ -1646,7 +1546,6 @@ class AgentAssetService:
@staticmethod
def _build_spreadsheet_change_summary(
operation_label: str,
sheet_changes: list[AgentAssetSpreadsheetDiffSheetRead],
cell_changes: list[AgentAssetSpreadsheetDiffCellRead],
) -> str:
@@ -1655,15 +1554,15 @@ class AgentAssetService:
| {item.sheet_name for item in cell_changes}
)
if not sheet_names:
return f"{operation_label}：文件内容已保存，未发现单元格级差异。"
return "文件内容已保存，未发现单元格级差异。"
preview = "、".join(sheet_names[:3])
if len(sheet_names) > 3:
preview = f"{preview} 等"
sheet_text = f"涉及 {len(sheet_names)} 个工作表（{preview}）"
if cell_changes:
return f"{operation_label}：{sheet_text}，共 {len(cell_changes)} 处单元格改动。"
return f"{operation_label}：{sheet_text}，工作表结构发生变化。"
return f"{sheet_text}，共 {len(cell_changes)} 处单元格改动。"
return f"{sheet_text}，工作表结构发生变化。"
def _next_available_version(self, asset: AgentAsset) -> str:
candidate = self._increment_version(self._resolve_working_version(asset))

140
server/src/app/services/audit.py
View File

@@ -1,70 +1,70 @@
from __future__ import annotations
import uuid
from typing import Any
from sqlalchemy.orm import Session
from app.core.logging import get_logger
from app.models.audit_log import AuditLog
from app.repositories.audit_log import AuditLogRepository
from app.schemas.audit_log import AuditLogRead
from app.services.agent_foundation import AgentFoundationService
logger = get_logger("app.services.audit")
class AuditLogService:
def __init__(self, db: Session) -> None:
self.db = db
self.repository = AuditLogRepository(db)
def list_logs(
self,
*,
resource_type: str | None = None,
resource_id: str | None = None,
action: str | None = None,
limit: int = 50,
) -> list[AuditLogRead]:
self._ensure_ready()
items = self.repository.list(
resource_type=resource_type,
resource_id=resource_id,
action=action,
limit=limit,
)
return [AuditLogRead.model_validate(item) for item in items]
def log_action(
self,
*,
actor: str,
action: str,
resource_type: str,
resource_id: str,
before_json: dict[str, Any] | None = None,
after_json: dict[str, Any] | None = None,
request_id: str | None = None,
) -> AuditLog:
log = AuditLog(
actor=actor,
action=action,
resource_type=resource_type,
resource_id=resource_id,
before_json=before_json,
after_json=after_json,
request_id=request_id or uuid.uuid4().hex,
)
created = self.repository.create(log)
logger.info(
"Created audit log id=%s action=%s resource=%s:%s",
created.id,
created.action,
created.resource_type,
created.resource_id,
)
return created
def _ensure_ready(self) -> None:
AgentFoundationService(self.db).ensure_foundation_ready()
from __future__ import annotations
import uuid
from typing import Any
from sqlalchemy.orm import Session
from app.core.logging import get_logger
from app.models.audit_log import AuditLog
from app.repositories.audit_log import AuditLogRepository
from app.schemas.audit_log import AuditLogRead
from app.services.agent_foundation import AgentFoundationService
logger = get_logger("app.services.audit")
class AuditLogService:
def __init__(self, db: Session) -> None:
self.db = db
self.repository = AuditLogRepository(db)
def list_logs(
self,
*,
resource_type: str | None = None,
resource_id: str | None = None,
action: str | None = None,
limit: int = 50,
) -> list[AuditLogRead]:
self._ensure_ready()
items = self.repository.list(
resource_type=resource_type,
resource_id=resource_id,
action=action,
limit=limit,
)
return [AuditLogRead.model_validate(item) for item in items]
def log_action(
self,
*,
actor: str,
action: str,
resource_type: str,
resource_id: str,
before_json: dict[str, Any] | None = None,
after_json: dict[str, Any] | None = None,
request_id: str | None = None,
) -> AuditLog:
log = AuditLog(
actor=actor,
action=action,
resource_type=resource_type,
resource_id=resource_id,
before_json=before_json,
after_json=after_json,
request_id=request_id or uuid.uuid4().hex,
)
created = self.repository.create(log)
logger.info(
"Created audit log id=%s action=%s resource=%s:%s",
created.id,
created.action,
created.resource_type,
created.resource_id,
)
return created
def _ensure_ready(self) -> None:
AgentFoundationService(self.db).ensure_foundation_ready()

7200
server/src/app/services/expense_claims.py
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File diff suppressed because it is too large Load Diff

3540
server/src/app/services/ontology.py
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File diff suppressed because it is too large Load Diff

120
server/src/app/services/user_agent.py
View File

@@ -177,16 +177,16 @@ SLOT_LABELS = {
}
DATE_TEXT_PATTERN = re.compile(r"(\d{4}[年/-]\d{1,2}[月/-]\d{1,2}日?)")
AMOUNT_TEXT_PATTERN = re.compile(
r"(\d+(?:\.\d+)?)\s*(?:万元|万员|万圆|万园|万块|万元整|元整|块钱|块|元|员|圆|园|万)"
)
AMOUNT_TEXT_PATTERN = re.compile(
r"(\d+(?:\.\d+)?)\s*(?:万元|万员|万圆|万园|万块|万元整|元整|块钱|块|元|员|圆|园|万)"
)
DOCUMENT_AMOUNT_PATTERN = re.compile(
r"(?:价税合计|合计金额|费用合计|订单(?:总)?金额|支付(?:金额)?|实付(?:金额)?|实收(?:金额)?|总(?:额|计|价)|票价|金额|车费|消费金额)"
r"[：:\s￥¥人民币]*([0-9]+(?:[.,][0-9]{1,2})?)"
)
DOCUMENT_CURRENCY_AMOUNT_PATTERN = re.compile(r"[￥¥]\s*([0-9]+(?:[.,][0-9]{1,2})?)")
SOURCE_LABELS = {
SOURCE_LABELS = {
"user_text": "用户描述",
"user_form": "用户修改",
"ocr": "票据识别",
@@ -215,7 +215,7 @@ INFERRED_REASON_LABELS = {
"welfare": "员工福利",
"other": "其他费用",
}
SYSTEM_GENERATED_REASON_PREFIXES = (
SYSTEM_GENERATED_REASON_PREFIXES = (
"我上传了",
"请按当前已识别信息",
"请把当前上传的票据",
@@ -225,20 +225,20 @@ SYSTEM_GENERATED_REASON_PREFIXES = (
"我已修改识别信息",
"查看报销草稿",
"请解释一下当前这笔报销的合规风险和待补充项",
)
AMOUNT_UNIT_ALIASES = {
"员": "元",
"圆": "元",
"园": "元",
"块": "元",
"块钱": "元",
"元整": "元",
"万员": "万元",
"万圆": "万元",
"万园": "万元",
"万块": "万元",
"万元整": "万元",
}
)
AMOUNT_UNIT_ALIASES = {
"员": "元",
"圆": "元",
"园": "元",
"块": "元",
"块钱": "元",
"元整": "元",
"万员": "万元",
"万圆": "万元",
"万园": "万元",
"万块": "万元",
"万元整": "万元",
}
class UserAgentService:
@@ -1742,7 +1742,7 @@ class UserAgentService:
if is_submitted:
body = (
f"主题：{subject}\n"
f"结论：报销单已提交，当前节点为 {approval_stage or '审批中'}。\n"
f"结论：报销单已提交，当前节点为 {approval_stage or '审批中'}。\n"
"建议：后续可在个人报销列表中跟踪审批进度，必要时再补充说明或附件。\n"
f"原始问题：{payload.message}"
)
@@ -2381,7 +2381,7 @@ class UserAgentService:
if review_action == "next_step":
if draft_payload is not None and draft_payload.status == "submitted":
stage_text = draft_payload.approval_stage or "审批中"
return f"报销单 {draft_payload.claim_no or ''} 已提交，当前节点为 {stage_text}。".strip()
return f"报销单 {draft_payload.claim_no or ''} 已提交，当前节点为 {stage_text}。".strip()
if payload.tool_payload.get("submission_blocked"):
return str(payload.tool_payload.get("message") or "").strip() or "当前报销单暂时还不能提交审批。"
return (
@@ -2947,19 +2947,19 @@ class UserAgentService:
"expense_type_code": "",
}
participants: list[str] = []
for item in payload.ontology.entities:
if item.type == "employee" and not values["employee_name"]:
values["employee_name"] = item.value
elif item.type == "customer" and not values["customer"]:
values["customer"] = item.value
elif item.type == "amount" and item.role != "threshold" and not values["amount"]:
normalized_amount = str(item.normalized_value or "").strip()
values["amount"] = f"{normalized_amount}元" if normalized_amount else item.value
elif item.type == "expense_type" and not values["expense_type_code"]:
values["expense_type_code"] = item.normalized_value
values["expense_type"] = EXPENSE_TYPE_LABELS.get(
item.normalized_value,
item.value,
for item in payload.ontology.entities:
if item.type == "employee" and not values["employee_name"]:
values["employee_name"] = item.value
elif item.type == "customer" and not values["customer"]:
values["customer"] = item.value
elif item.type == "amount" and item.role != "threshold" and not values["amount"]:
normalized_amount = str(item.normalized_value or "").strip()
values["amount"] = f"{normalized_amount}元" if normalized_amount else item.value
elif item.type == "expense_type" and not values["expense_type_code"]:
values["expense_type_code"] = item.normalized_value
values["expense_type"] = EXPENSE_TYPE_LABELS.get(
item.normalized_value,
item.value,
)
elif item.type in {"participant", "person"} and item.value.strip():
participants.append(item.value.strip())
@@ -3189,7 +3189,24 @@ class UserAgentService:
evidence="来源于用户修改后的结构化表单。",
)
inferred_reason = self._infer_reason_from_claim_groups(
claim_groups=claim_groups,
)
reason_value = self._resolve_reason_text(self._resolve_reason_source_text(payload))
if inferred_reason:
return self._build_slot_value(
value=inferred_reason,
raw_value=reason_value or inferred_reason,
normalized_value=inferred_reason,
source="ocr",
confidence=0.82,
evidence=(
"系统已根据票据识别结果预置场景类型；原始描述仍保留为补充说明。"
if reason_value
else "系统已根据票据识别场景补全通用事由，若需更具体说明可继续修改。"
),
)
if reason_value:
return self._build_slot_value(
value=reason_value,
@@ -3199,19 +3216,6 @@ class UserAgentService:
confidence=0.76,
evidence="系统从用户原始描述中提取了本次费用事由，建议继续核对。",
)
inferred_reason = self._infer_reason_from_claim_groups(
claim_groups=claim_groups,
)
if inferred_reason:
return self._build_slot_value(
value=inferred_reason,
raw_value=inferred_reason,
normalized_value=inferred_reason,
source="ocr",
confidence=0.68,
evidence="系统已根据票据识别场景补全通用事由，若需更具体说明可继续修改。",
)
return self._build_slot_value()
def _build_amount_slot(
@@ -3358,17 +3362,17 @@ class UserAgentService:
return self._build_slot_value()
@staticmethod
def _normalize_amount_text(value: str) -> str:
cleaned = str(value or "").strip()
if not cleaned:
return ""
for alias, canonical in sorted(AMOUNT_UNIT_ALIASES.items(), key=lambda item: len(item[0]), reverse=True):
cleaned = cleaned.replace(alias, canonical)
match = AMOUNT_TEXT_PATTERN.search(cleaned)
if not match:
return cleaned
number = float(match.group(1))
return f"{number:.2f}元"
def _normalize_amount_text(value: str) -> str:
cleaned = str(value or "").strip()
if not cleaned:
return ""
for alias, canonical in sorted(AMOUNT_UNIT_ALIASES.items(), key=lambda item: len(item[0]), reverse=True):
cleaned = cleaned.replace(alias, canonical)
match = AMOUNT_TEXT_PATTERN.search(cleaned)
if not match:
return cleaned
number = float(match.group(1))
return f"{number:.2f}元"
@staticmethod
def _normalize_expense_type_input(value: str) -> tuple[str, str]: