feat(platform): close AI expense value loop

Add tenant-safe value, telemetry, connector, commercial, and production-readiness foundations.

server/tests/test_savings_value_e2e.py

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+from __future__ import annotations
+
+import uuid
+from datetime import UTC, date, datetime, timedelta
+from decimal import Decimal
+
+from sqlalchemy import create_engine, select
+from sqlalchemy.orm import Session, sessionmaker
+from sqlalchemy.pool import StaticPool
+
+import app.models  # noqa: F401 - 注册完整 metadata
+from app.api.deps import CurrentUserContext
+from app.db.base_class import Base
+from app.models.expense_case import BusinessEvent
+from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
+from app.models.savings import SavingsEvidenceLink, SavingsRealization
+from app.schemas.cfo_value import CfoValueFiltersRead
+from app.schemas.savings import SavingsRealizationActionCreate
+from app.services.cfo_value_analytics import CfoValueAnalyticsService
+from app.services.expense_claims import ExpenseClaimService
+from app.services.savings_discovery import SavingsDiscoveryService
+from app.services.savings_realization import SavingsRealizationService
+
+
+def test_standard_adjustment_payment_confirmation_and_reversal_value_e2e() -> None:
+    engine = create_engine(
+        "sqlite+pysqlite:///:memory:",
+        connect_args={"check_same_thread": False},
+        poolclass=StaticPool,
+    )
+    Base.metadata.create_all(engine)
+    factory = sessionmaker(bind=engine, expire_on_commit=False)
+    try:
+        with factory() as db:
+            _run_value_e2e(db)
+    finally:
+        Base.metadata.drop_all(engine)
+        engine.dispose()
+
+
+def _run_value_e2e(db: Session) -> None:
+    payer = _finance_user("finance-payer")
+    confirmer = _finance_user("finance-confirmer")
+    claim = ExpenseClaim(
+        id=str(uuid.uuid4()),
+        claim_no="BX-SAVINGS-E2E-001",
+        employee_name="测试员工",
+        department_name="销售部",
+        project_code="PROJECT-E2E",
+        expense_type="hotel",
+        reason="上海客户现场差旅",
+        location="上海",
+        amount=Decimal("66.00"),
+        currency="CNY",
+        invoice_count=1,
+        occurred_at=datetime.now(UTC),
+        submitted_at=datetime.now(UTC),
+        status="pending_payment",
+        approval_stage="待付款",
+        risk_flags_json=[],
+    )
+    item = ExpenseClaimItem(
+        id=str(uuid.uuid4()),
+        claim=claim,
+        item_date=date.today(),
+        item_type="hotel",
+        item_reason="上海住宿",
+        item_location="上海",
+        item_note="",
+        item_amount=Decimal("100.00"),
+    )
+    db.add(claim)
+    db.flush()
+    opportunity = SavingsDiscoveryService(db).discover_standard_adjustments(
+        claim=claim,
+        items_by_id={item.id: item},
+        adjustment_flags=[
+            {
+                "item_id": item.id,
+                "message": "服务端按已发布住宿政策从 100 元调整为 66 元",
+                "original_amount": "100.00",
+                "reimbursable_amount": "66.00",
+                "employee_absorbed_amount": "34.00",
+                "policy_rule_version": "hotel-policy-e2e-v1",
+                "policy_rule_version_source": "published",
+                "policy_grade": "P6",
+                "policy_matched_city": "上海",
+                "calculation_fingerprint": "sha256:" + "d" * 64,
+            }
+        ],
+        current_user=payer,
+        request_id="e2e-discovery-001",
+    )[0]
+    db.commit()
+
+    ExpenseClaimService(db).mark_claim_paid(
+        claim.id,
+        payer,
+        request_id="e2e-payment-001",
+        expected_status="pending_payment",
+        expected_approval_stage="待付款",
+    )
+    realization = db.scalar(
+        select(SavingsRealization).where(
+            SavingsRealization.opportunity_id == opportunity.id,
+            SavingsRealization.realization_type == "actual",
+        )
+    )
+    assert realization is not None
+    assert realization.status == "pending_confirmation"
+    assert realization.actual_net == Decimal("34.0000")
+    assert _verified_cash(db, confirmer) == {}
+
+    confirmed = SavingsRealizationService(db).execute_action(
+        realization.id,
+        SavingsRealizationActionCreate(
+            action="confirm",
+            request_id="e2e-confirm-001",
+            expected_version=1,
+            comment="独立复核政策基线、付款事件、归因和去重键。",
+        ),
+        confirmer,
+    )
+    confirmed_as_of = confirmed.response.event.occurred_at
+    assert _verified_cash(db, confirmer) == {"CNY": Decimal("34.0000")}
+    evidence = list(
+        db.scalars(
+            select(SavingsEvidenceLink).where(
+                SavingsEvidenceLink.realization_id == realization.id
+            )
+        ).all()
+    )
+    assert evidence and all(item.verification_status == "verified" for item in evidence)
+
+    SavingsRealizationService(db).execute_action(
+        realization.id,
+        SavingsRealizationActionCreate(
+            action="reverse",
+            request_id="e2e-reverse-001",
+            expected_version=2,
+            comment="员工申诉后完成补付，全额冲回原节省。",
+            reversal_amount=Decimal("34.00"),
+        ),
+        confirmer,
+    )
+    assert _verified_cash(db, confirmer) == {"CNY": Decimal("0.0000")}
+    assert _verified_cash(db, confirmer, as_of=confirmed_as_of) == {
+        "CNY": Decimal("34.0000")
+    }
+    event_types = set(
+        db.scalars(
+            select(BusinessEvent.event_type).where(
+                BusinessEvent.expense_case_id == opportunity.expense_case_id
+            )
+        ).all()
+    )
+    assert {
+        "saving_opportunity_created",
+        "payment_completed",
+        "saving_action_completed",
+        "saving_confirmed",
+        "saving_reversed",
+    } <= event_types
+
+
+def _verified_cash(
+    db: Session,
+    current_user: CurrentUserContext,
+    *,
+    as_of: datetime | None = None,
+) -> dict[str, Decimal]:
+    now = datetime.now(UTC)
+    dashboard = CfoValueAnalyticsService(db).build_dashboard(
+        current_user,
+        start=now - timedelta(days=1),
+        end=now + timedelta(days=1),
+        as_of=as_of or now,
+        filters=CfoValueFiltersRead(),
+    )
+    return {
+        item.currency: item.amount for item in dashboard.kpis.verified_cash.values
+    }
+
+
+def _finance_user(username: str) -> CurrentUserContext:
+    return CurrentUserContext(
+        username=username,
+        name=username,
+        role_codes=["finance"],
+        is_admin=False,
+        tenant_id="default",
+        employee_id=username,
+    )