feat: 新增风险规则生成引擎与知识图谱可视化
后端新增风险规则自动生成和模板执行服务，支持从规则资产 批量生成并持久化风险规则文件；知识库入库日志增强图谱 查询和本地 RAG 回退，前端审计页面增加风险规则模型和流 程图组件，知识入库面板拆分为图谱可视化子组件，报销创 建页面增加引导式流程模型，更新知识库索引数据。
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caoxiaozhu
259
server/src/app/services/risk_rule_template_executor.py
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259
server/src/app/services/risk_rule_template_executor.py
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from __future__ import annotations
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import re
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from typing import Any
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from app.models.financial_record import ExpenseClaim
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class RiskRuleTemplateExecutor:
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def evaluate(
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self,
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manifest: dict[str, Any],
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*,
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claim: ExpenseClaim,
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contexts: list[dict[str, Any]],
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) -> dict[str, Any] | None:
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params = manifest.get("params") if isinstance(manifest.get("params"), dict) else {}
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template_key = str(manifest.get("template_key") or params.get("template_key") or "").strip()
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if template_key == "field_required_v1":
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return self._evaluate_required_fields(params, claim=claim, contexts=contexts)
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if template_key == "field_compare_v1":
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return self._evaluate_compare_conditions(params, claim=claim, contexts=contexts)
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if template_key == "keyword_match_v1":
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return self._evaluate_keyword_match(params, claim=claim, contexts=contexts)
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return None
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def _evaluate_required_fields(
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self,
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params: dict[str, Any],
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*,
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claim: ExpenseClaim,
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contexts: list[dict[str, Any]],
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) -> dict[str, Any] | None:
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required_fields = self._read_string_list(
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params.get("required_fields") or params.get("field_keys")
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)
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missing = [
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field_key
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for field_key in required_fields
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if not self._has_resolved_value(field_key, claim=claim, contexts=contexts)
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]
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if not missing:
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return None
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return {
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"message": self._resolve_message(
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params,
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fallback=f"规则要求的字段未完整提供：{'、'.join(missing[:4])}。",
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),
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"evidence": {
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"missing_fields": missing,
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"condition_summary": params.get("condition_summary"),
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},
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}
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def _evaluate_compare_conditions(
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self,
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params: dict[str, Any],
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*,
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claim: ExpenseClaim,
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contexts: list[dict[str, Any]],
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) -> dict[str, Any] | None:
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conditions = params.get("conditions") if isinstance(params.get("conditions"), list) else []
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failures: list[dict[str, Any]] = []
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for condition in conditions:
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if not isinstance(condition, dict):
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continue
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left_key = str(condition.get("left") or "").strip()
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right_key = str(condition.get("right") or "").strip()
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operator = str(condition.get("operator") or "not_overlap").strip()
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left_values = self._resolve_values(left_key, claim=claim, contexts=contexts)
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right_values = self._resolve_values(right_key, claim=claim, contexts=contexts)
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if self._condition_passes(operator, left_values, right_values):
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continue
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failures.append(
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{
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"left": left_key,
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"operator": operator,
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"right": right_key,
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"left_values": left_values[:5],
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"right_values": right_values[:5],
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}
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)
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if not failures:
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return None
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return {
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"message": self._resolve_message(
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params,
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fallback=(
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"规则字段对比未通过："
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f"{params.get('condition_summary') or '字段关系不符合要求'}。"
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),
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),
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"evidence": {
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"failed_conditions": failures[:5],
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"condition_summary": params.get("condition_summary"),
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},
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}
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def _evaluate_keyword_match(
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self,
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params: dict[str, Any],
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*,
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claim: ExpenseClaim,
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contexts: list[dict[str, Any]],
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) -> dict[str, Any] | None:
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keywords = self._read_string_list(params.get("keywords"))
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search_fields = self._read_string_list(
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params.get("search_fields") or params.get("field_keys")
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)
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if not keywords:
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return None
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corpus_parts: list[str] = []
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for field_key in search_fields:
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corpus_parts.extend(self._resolve_values(field_key, claim=claim, contexts=contexts))
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if not corpus_parts:
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corpus_parts.extend(
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[
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str(claim.reason or ""),
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str(claim.location or ""),
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*[str(item.item_reason or "") for item in list(claim.items or [])],
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*[str(context.get("ocr_text") or "") for context in contexts],
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]
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)
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corpus = "\n".join(corpus_parts)
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hits = [keyword for keyword in keywords if keyword and keyword in corpus]
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if not hits:
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return None
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return {
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"message": self._resolve_message(
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params,
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fallback=f"识别到风险关键词：{'、'.join(hits[:5])}。",
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),
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"evidence": {
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"keyword_hits": hits[:8],
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"search_fields": search_fields,
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"condition_summary": params.get("condition_summary"),
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},
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}
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def _resolve_values(
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self,
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field_key: str,
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*,
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claim: ExpenseClaim,
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contexts: list[dict[str, Any]],
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) -> list[str]:
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normalized = str(field_key or "").strip()
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if not normalized:
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return []
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if normalized.startswith("claim."):
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return self._normalize_values([getattr(claim, normalized.removeprefix("claim."), "")])
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if normalized.startswith("item."):
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attr = normalized.removeprefix("item.")
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return self._normalize_values(
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[getattr(item, attr, "") for item in list(claim.items or [])]
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)
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if normalized.startswith("attachment."):
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return self._resolve_attachment_values(normalized.removeprefix("attachment."), contexts)
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return []
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def _resolve_attachment_values(
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self, field_key: str, contexts: list[dict[str, Any]]
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) -> list[str]:
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values: list[Any] = []
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for context in contexts:
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document_info = context.get("document_info") if isinstance(context, dict) else {}
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if not isinstance(document_info, dict):
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document_info = {}
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if field_key == "ocr_text":
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values.extend([context.get("ocr_text"), context.get("ocr_summary")])
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if field_key in {"hotel_city", "route_cities"}:
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values.extend(self._scan_document_values(document_info, field_key))
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values.extend(self._scan_document_values(document_info, "city"))
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else:
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values.extend(self._scan_document_values(document_info, field_key))
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return self._normalize_values(values)
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def _scan_document_values(self, document_info: dict[str, Any], field_key: str) -> list[Any]:
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values: list[Any] = []
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for key in {field_key, field_key.replace("_", ""), field_key.replace("_", "-")}:
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if key in document_info:
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values.append(document_info.get(key))
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for field in list(document_info.get("fields") or []):
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if not isinstance(field, dict):
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continue
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key = str(field.get("key") or "").strip().lower()
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label = str(field.get("label") or "").strip()
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if self._field_matches(key, label, field_key):
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values.append(field.get("value"))
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return values
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@staticmethod
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def _field_matches(key: str, label: str, field_key: str) -> bool:
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compact_key = key.replace("_", "")
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compact_target = field_key.replace("_", "")
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if compact_target in compact_key:
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return True
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label_map = {
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"invoice_no": ("发票号", "发票号码", "票号"),
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"buyer_name": ("购买方", "抬头", "买方"),
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"goods_name": ("品名", "商品", "服务名称"),
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"issue_date": ("日期", "开票日期", "发票日期"),
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"hotel_city": ("住宿城市", "酒店城市", "酒店地点"),
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"route_cities": ("行程", "路线", "城市"),
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"city": ("城市", "地点"),
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}
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return any(item in label for item in label_map.get(field_key, ()))
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def _has_resolved_value(
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self,
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field_key: str,
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*,
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claim: ExpenseClaim,
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contexts: list[dict[str, Any]],
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) -> bool:
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return bool(self._resolve_values(field_key, claim=claim, contexts=contexts))
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@staticmethod
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def _condition_passes(operator: str, left_values: list[str], right_values: list[str]) -> bool:
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if operator == "is_empty":
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return not left_values
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if not left_values or not right_values:
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return False
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left_set = {value.lower() for value in left_values}
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right_set = {value.lower() for value in right_values}
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if operator in {"equals", "in", "overlap"}:
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return bool(left_set & right_set)
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if operator in {"not_equals", "not_in", "not_overlap"}:
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return not bool(left_set & right_set)
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if operator == "contains_any":
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return any(any(right in left for right in right_set) for left in left_set)
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return bool(left_set & right_set)
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@staticmethod
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def _normalize_values(values: list[Any]) -> list[str]:
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normalized: list[str] = []
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for value in values:
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if isinstance(value, (list, tuple, set)):
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normalized.extend(RiskRuleTemplateExecutor._normalize_values(list(value)))
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continue
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text = re.sub(r"\s+", " ", str(value or "")).strip()
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if text and text not in normalized:
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normalized.append(text)
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return normalized
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@staticmethod
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def _read_string_list(value: Any) -> list[str]:
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if not isinstance(value, list):
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return []
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return [str(item or "").strip() for item in value if str(item or "").strip()]
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@staticmethod
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def _resolve_message(params: dict[str, Any], *, fallback: str) -> str:
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template = str(params.get("message_template") or "").strip()
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return template or fallback
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