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feat: 重构报销单AI预审流程并添加平台风险规则引擎

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- 将AI验审改为AI预审，高风险不再拦截而是随单流转给审批人复核
- 新增平台风险规则评估引擎，支持事由过短、票据异常、重复发票等多种评估器
- 用户上下文增加部门信息(department_name)，认证流程同步关联组织架构
- 规则scenario_json改为中文标签(差旅/费用科目)，统一场景分类
- 新增orchestrator审核流程测试用例
- 前端更新审计视图、差旅报销等相关页面
This commit is contained in:
caoxiaozhu
2026-05-20 09:36:01 +08:00
parent 2574bc81d1
commit 57957d11a0
23 changed files with 2109 additions and 553 deletions
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168
server/src/app/services/agent_foundation.py
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@@ -93,9 +93,11 @@ LEGACY_RULE_CODES = (
"rule.ap.payment_dual_review",
)
ATTACHMENT_RULE_ASSET_CODE = "rule.expense.attachment_submission_requirements"
COMPANY_TRAVEL_RULE_VERSION = "v1.0.0"
COMPANY_COMMUNICATION_RULE_VERSION = "v1.0.0"
ATTACHMENT_RULE_ASSET_CODE = "rule.expense.attachment_submission_requirements"
COMPANY_TRAVEL_RULE_VERSION = "v1.0.0"
COMPANY_COMMUNICATION_RULE_VERSION = "v1.0.0"
COMPANY_TRAVEL_RULE_SCENARIO_JSON = ("差旅",)
COMPANY_COMMUNICATION_RULE_SCENARIO_JSON = ("费用科目",)
ATTACHMENT_RULE_RUNTIME_CONFIG = {
"kind": "policy_rule_draft",
@@ -267,49 +269,53 @@ class AgentFoundationService:
)
company_travel_rule = AgentAsset(
asset_type=AgentAssetType.RULE.value,
code=COMPANY_TRAVEL_EXPENSE_RULE_CODE,
name="公司差旅费报销规则",
description="通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=["expense", "travel_policy", "travel_standard"],
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
code=COMPANY_TRAVEL_EXPENSE_RULE_CODE,
name="公司差旅费报销规则",
description="通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=list(COMPANY_TRAVEL_RULE_SCENARIO_JSON),
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version=COMPANY_TRAVEL_RULE_VERSION,
published_version=COMPANY_TRAVEL_RULE_VERSION,
working_version=COMPANY_TRAVEL_RULE_VERSION,
config_json={
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"rule_template_label": "差旅报销 Excel 模板",
},
)
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"rule_template_label": "差旅报销 Excel 模板",
},
)
platform_risk_assets = self._build_platform_risk_seed_assets()
company_communication_rule = AgentAsset(
asset_type=AgentAssetType.RULE.value,
code=COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
name="公司通信费报销规则",
description="通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=["expense", "communication_expense", "expense_standard"],
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
code=COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
name="公司通信费报销规则",
description="通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=list(COMPANY_COMMUNICATION_RULE_SCENARIO_JSON),
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version=COMPANY_COMMUNICATION_RULE_VERSION,
published_version=COMPANY_COMMUNICATION_RULE_VERSION,
working_version=COMPANY_COMMUNICATION_RULE_VERSION,
config_json={
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"rule_template_label": "通信费报销 Excel 模板",
},
)
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"rule_template_label": "通信费报销 Excel 模板",
},
)
skill_expense_asset = AgentAsset(
asset_type=AgentAssetType.SKILL.value,
code="skill.expense.summary_lookup",
@@ -1266,47 +1272,52 @@ class AgentFoundationService:
if COMPANY_TRAVEL_EXPENSE_RULE_CODE not in existing_codes:
company_travel_rule = self._create_seed_asset(
asset_type=AgentAssetType.RULE.value,
code=COMPANY_TRAVEL_EXPENSE_RULE_CODE,
name="公司差旅费报销规则",
description="通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=["expense", "travel_policy", "travel_standard"],
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
code=COMPANY_TRAVEL_EXPENSE_RULE_CODE,
name="公司差旅费报销规则",
description="通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=list(COMPANY_TRAVEL_RULE_SCENARIO_JSON),
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version=COMPANY_TRAVEL_RULE_VERSION,
config_json={
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_template_label": "差旅报销 Excel 模板",
},
)
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"rule_template_label": "差旅报销 Excel 模板",
},
)
if COMPANY_COMMUNICATION_EXPENSE_RULE_CODE not in existing_codes:
company_communication_rule = self._create_seed_asset(
asset_type=AgentAssetType.RULE.value,
code=COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
name="公司通信费报销规则",
description="通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=["expense", "communication_expense", "expense_standard"],
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
code=COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
name="公司通信费报销规则",
description="通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。",
domain=AgentAssetDomain.EXPENSE.value,
scenario_json=list(COMPANY_COMMUNICATION_RULE_SCENARIO_JSON),
owner="财务制度管理组",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version=COMPANY_COMMUNICATION_RULE_VERSION,
config_json={
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_template_label": "通信费报销 Excel 模板",
},
)
if company_travel_rule is not None:
if not str(company_travel_rule.current_version or "").strip():
company_travel_rule.current_version = COMPANY_TRAVEL_RULE_VERSION
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"rule_template_label": "通信费报销 Excel 模板",
},
)
if company_travel_rule is not None:
company_travel_rule.scenario_json = list(COMPANY_TRAVEL_RULE_SCENARIO_JSON)
if not str(company_travel_rule.current_version or "").strip():
company_travel_rule.current_version = COMPANY_TRAVEL_RULE_VERSION
if not str(company_travel_rule.working_version or "").strip():
company_travel_rule.working_version = company_travel_rule.current_version
if not str(company_travel_rule.published_version or "").strip():
@@ -1318,11 +1329,13 @@ class AgentFoundationService:
**(company_travel_rule.config_json or {}),
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"rule_template_label": "差旅报销 Excel 模板",
}
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
"rule_template_label": "差旅报销 Excel 模板",
}
company_travel_rule_meta = self._ensure_company_travel_rule_spreadsheet_seed(
company_travel_rule,
version=str(company_travel_rule.current_version or COMPANY_TRAVEL_RULE_VERSION),
@@ -1350,9 +1363,10 @@ class AgentFoundationService:
reviewed_at=datetime.now(UTC),
)
if company_communication_rule is not None:
if not str(company_communication_rule.current_version or "").strip():
company_communication_rule.current_version = COMPANY_COMMUNICATION_RULE_VERSION
if company_communication_rule is not None:
company_communication_rule.scenario_json = list(COMPANY_COMMUNICATION_RULE_SCENARIO_JSON)
if not str(company_communication_rule.current_version or "").strip():
company_communication_rule.current_version = COMPANY_COMMUNICATION_RULE_VERSION
if not str(company_communication_rule.working_version or "").strip():
company_communication_rule.working_version = company_communication_rule.current_version
if not str(company_communication_rule.published_version or "").strip():
@@ -1364,11 +1378,13 @@ class AgentFoundationService:
**(company_communication_rule.config_json or {}),
"severity": "medium",
"enabled": True,
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"rule_template_label": "通信费报销 Excel 模板",
}
"tag": "财务规则",
"detail_mode": "spreadsheet",
"rule_library": FINANCE_RULES_LIBRARY,
"scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
"rule_template_label": "通信费报销 Excel 模板",
}
company_communication_rule_meta = self._ensure_company_communication_rule_spreadsheet_seed(
company_communication_rule,
version=str(company_communication_rule.current_version or COMPANY_COMMUNICATION_RULE_VERSION),