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feat(server): 新增申请核对预览快速建单接口与平台管理员判定统一

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- reimbursements 新增 POST /application-preview-action，AI 工作台表格核对后直接走 UserAgentService 建单/提交，免去通用 Orchestrator 编排
- 平台管理员判定统一抽取 PLATFORM_ADMIN_IDENTITIES 常量，identity 与 role_codes 均支持 admin/superadmin，含 header 开关
- docker-compose 镜像补装 openssh-server
- 同步更新差旅/交通/通信等财务规则表与 reimbursements 端点测试
This commit is contained in:
caoxiaozhu
2026-06-20 14:41:59 +08:00
parent 304bbe1fd4
commit 729d833edb
11 changed files with 210 additions and 5 deletions
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server/rules/finance-rules/交通工具等级标准.xlsx
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server/rules/finance-rules/交通费用预估表.xlsx
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server/rules/finance-rules/公司通信费报销规则.xlsx
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server/rules/finance-rules/出差补助标准.xlsx
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server/rules/finance-rules/地区淡旺季映射表.xlsx
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server/rules/finance-rules/差旅职级映射表.xlsx
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9
server/src/app/api/deps.py
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@@ -8,6 +8,10 @@ from sqlalchemy.orm import Session
from app.db.session import get_session_factory
PLATFORM_ADMIN_IDENTITIES = {"admin", "superadmin"}
ADMIN_HEADER_TRUE_VALUES = {"1", "true", "yes", "on"}
def get_db() -> Generator[Session, None, None]:
db = get_session_factory()()
try:
@@ -124,14 +128,15 @@ def _resolve_platform_admin_flag(
role_codes: list[str],
header_value: str | None,
) -> bool:
if str(header_value or "").strip().lower() in {"1", "true", "yes", "on"}:
if str(header_value or "").strip().lower() in ADMIN_HEADER_TRUE_VALUES:
return True
identities = {
str(username or "").strip().lower(),
str(name or "").strip().lower(),
}
return "admin" in identities or "admin" in {_normalize_role_code(item) for item in role_codes}
normalized_role_codes = {_normalize_role_code(item) for item in role_codes}
return bool(identities & PLATFORM_ADMIN_IDENTITIES) or bool(normalized_role_codes & PLATFORM_ADMIN_IDENTITIES)
def require_admin_user(

90
server/src/app/api/v1/endpoints/reimbursements.py
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@@ -11,6 +11,9 @@ from app.api.pagination import PageNumber, PageSize, page_payload, wants_page
from app.schemas.budget import BudgetClaimAnalysisRead
from app.schemas.common import ErrorResponse, PaginatedResponse
from app.schemas.reimbursement import (
ExpenseApplicationPreviewActionPayload,
ExpenseApplicationPreviewActionResponse,
ExpenseApplicationPreviewActionResult,
ExpenseClaimAttachmentActionResponse,
ExpenseClaimActionResponse,
ExpenseClaimAttachmentRead,
@@ -27,10 +30,13 @@ from app.schemas.reimbursement import (
TravelReimbursementCalculatorRequest,
TravelReimbursementCalculatorResponse,
)
from app.schemas.ontology import OntologyParseResult, OntologyPermission
from app.schemas.user_agent import UserAgentRequest
from app.services.budget import BudgetService
from app.services.expense_claims import ExpenseClaimService
from app.services.reimbursement import ReimbursementService
from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
from app.services.user_agent import UserAgentService
router = APIRouter()
DbSession = Annotated[Session, Depends(get_db)]
@@ -88,6 +94,90 @@ def calculate_travel_reimbursement(
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(error)) from error
def _build_application_preview_action_context(
payload: ExpenseApplicationPreviewActionPayload,
current_user: CurrentUserContext,
) -> dict[str, object]:
context_json = dict(payload.context_json or {})
context_json.setdefault("session_type", "application")
context_json.setdefault("entry_source", "workbench_ai_inline")
context_json.setdefault("document_type", "expense_application")
context_json.setdefault("application_stage", "expense_application")
context_json.setdefault("role_codes", current_user.role_codes)
context_json.setdefault("is_admin", current_user.is_admin)
context_json.setdefault("username", current_user.username)
context_json.setdefault("name", current_user.name)
context_json.setdefault("department_name", current_user.department_name)
context_json.setdefault("position", current_user.position)
context_json.setdefault("grade", current_user.grade)
context_json.setdefault("employee_no", current_user.employee_no)
context_json.setdefault("manager_name", current_user.manager_name)
return context_json
@router.post(
"/application-preview-action",
response_model=ExpenseApplicationPreviewActionResponse,
summary="按申请核对预览快速保存或提交申请单",
description="用于 AI 工作台已完成表格核对后的轻量建单/提交流程，避免重复进入通用 Orchestrator 编排。",
)
def run_application_preview_action(
payload: ExpenseApplicationPreviewActionPayload,
db: DbSession,
current_user: CurrentUser,
) -> ExpenseApplicationPreviewActionResponse:
context_json = _build_application_preview_action_context(payload, current_user)
run_id = f"application-preview-action:{payload.conversation_id or current_user.username}"
request = UserAgentRequest(
run_id=run_id,
user_id=payload.user_id or current_user.username or current_user.name,
message=payload.message,
ontology=OntologyParseResult(
scenario="expense",
intent="operate",
permission=OntologyPermission(
level="approval_required",
allowed=True,
reason="application preview fast action",
),
confidence=1.0,
run_id=run_id,
),
context_json=context_json,
tool_payload={},
selected_capability_codes=[],
degraded=False,
requires_confirmation=False,
)
try:
user_agent_response = UserAgentService(db)._build_expense_application_response(
request,
risk_flags=[],
)
except ValueError as error:
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(error)) from error
return ExpenseApplicationPreviewActionResponse(
status="succeeded",
conversation_id=payload.conversation_id,
result=ExpenseApplicationPreviewActionResult(
message=user_agent_response.answer,
answer=user_agent_response.answer,
suggested_actions=[
action.model_dump(mode="json")
for action in user_agent_response.suggested_actions
],
risk_flags=user_agent_response.risk_flags,
requires_confirmation=user_agent_response.requires_confirmation,
draft_payload=(
user_agent_response.draft_payload.model_dump(mode="json")
if user_agent_response.draft_payload is not None
else None
),
),
)
@router.get(
"/claims",
response_model=list[ExpenseClaimRead] | PaginatedResponse[ExpenseClaimRead],

23
server/src/app/schemas/reimbursement.py
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@@ -185,6 +185,29 @@ class ExpenseClaimActionResponse(BaseModel):
status: str | None = None
class ExpenseApplicationPreviewActionPayload(BaseModel):
source: str = Field(default="user_message", max_length=80)
user_id: str | None = Field(default=None, max_length=120)
conversation_id: str | None = Field(default=None, max_length=120)
message: str = Field(min_length=1, max_length=4000)
context_json: dict[str, Any] = Field(default_factory=dict)
class ExpenseApplicationPreviewActionResult(BaseModel):
message: str
answer: str
suggested_actions: list[dict[str, Any]] = Field(default_factory=list)
risk_flags: list[str] = Field(default_factory=list)
requires_confirmation: bool = False
draft_payload: dict[str, Any] | None = None
class ExpenseApplicationPreviewActionResponse(BaseModel):
status: str = "succeeded"
conversation_id: str | None = None
result: ExpenseApplicationPreviewActionResult
class ExpenseClaimReturnPayload(BaseModel):
reason: str | None = Field(default=None, max_length=500)
reason_codes: list[str] = Field(default_factory=list, max_length=10)

91
server/tests/test_reimbursement_endpoints.py
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@@ -765,7 +765,7 @@ def test_claim_item_delete_removes_item_and_attachment(monkeypatch, tmp_path) ->
assert deleted_meta_response.status_code == 404
def test_claim_delete_allows_draft_owner_by_employee_id_without_employee_no_header(monkeypatch, tmp_path) -> None:
def test_claim_delete_allows_admin_and_cleans_risk_observations(monkeypatch, tmp_path) -> None:
monkeypatch.setattr(ExpenseClaimAttachmentStorage, "root", lambda self: tmp_path)
client, session_factory = build_client()
@@ -800,7 +800,7 @@ def test_claim_delete_allows_draft_owner_by_employee_id_without_employee_no_head
response = client.delete(
f"/api/v1/reimbursements/claims/{claim_id}",
headers={"x-auth-username": "emp-1", "x-auth-name": "Browser Session User"},
headers={"x-auth-username": "admin", "x-auth-name": "Admin User"},
)
assert response.status_code == 200
@@ -812,3 +812,90 @@ def test_claim_delete_allows_draft_owner_by_employee_id_without_employee_no_head
assert db.get(ExpenseClaim, claim_id) is None
assert db.get(RiskObservation, "risk-observation-delete-1") is None
assert db.get(RiskObservationFeedback, "risk-observation-feedback-delete-1") is None
def test_claim_delete_allows_legacy_superadmin_without_is_admin_header(monkeypatch, tmp_path) -> None:
monkeypatch.setattr(ExpenseClaimAttachmentStorage, "root", lambda self: tmp_path)
client, session_factory = build_client()
with session_factory() as db:
claim, _ = seed_claim(db)
claim_id = claim.id
response = client.delete(
f"/api/v1/reimbursements/claims/{claim_id}",
headers={
"x-auth-username": "superadmin",
"x-auth-name": "superadmin",
"x-auth-role-codes": "manager",
},
)
assert response.status_code == 200
payload = response.json()
assert payload["claim_id"] == claim_id
assert payload["status"] == "deleted"
with session_factory() as db:
assert db.get(ExpenseClaim, claim_id) is None
def test_application_preview_action_submits_without_orchestrator_run(monkeypatch, tmp_path) -> None:
monkeypatch.setattr(ExpenseClaimAttachmentStorage, "root", lambda self: tmp_path)
client, session_factory = build_client()
with session_factory() as db:
seed_claim(db)
response = client.post(
"/api/v1/reimbursements/application-preview-action",
headers={
"x-auth-username": "zhangsan@example.com",
"x-auth-name": "Zhang San",
"x-auth-employee-no": "E10001",
"x-auth-role-codes": "user",
},
json={
"source": "user_message",
"user_id": "zhangsan@example.com",
"conversation_id": "conversation-fast-submit",
"message": "差旅费用申请提交审批\n申请类型：差旅费用申请\n申请时间：2026-07-01 至 2026-07-03\n地点：北京\n事由：项目实施\n天数：3天\n出行方式：火车\n申请金额：1000元\n直接提交",
"context_json": {
"session_type": "application",
"entry_source": "workbench_ai_inline",
"document_type": "expense_application",
"application_stage": "expense_application",
"application_preview": {
"fields": {
"applicationType": "差旅费用申请",
"time": "2026-07-01 至 2026-07-03",
"location": "北京",
"reason": "项目实施",
"days": "3天",
"transportMode": "火车",
"amount": "1000元",
"applicant": "张三",
"department": "市场部",
"position": "招商主管",
"grade": "P4",
"managerName": "李总",
}
},
},
},
)
assert response.status_code == 200
payload = response.json()
assert payload["status"] == "succeeded"
draft_payload = payload["result"]["draft_payload"]
assert draft_payload["draft_type"] == "expense_application"
assert draft_payload["status"] == "submitted"
assert draft_payload["approval_stage"] == "直属领导审批"
assert draft_payload["claim_no"].startswith("AP-")
with session_factory() as db:
claim = db.get(ExpenseClaim, draft_payload["claim_id"])
assert claim is not None
assert claim.status == "submitted"
assert claim.employee_name == "张三"