feat: 新增归档中心页面并完善知识库与报销查询能力
新增前端归档中心视图及相关工具函数，扩充知识库文档分类和 提取器支持多种格式，增强编排器报销查询的多维度检索，优 化本体规则和用户代理审核消息，前端完善报销创建和审批详 情交互细节，补充单元测试覆盖。
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caoxiaozhu
@@ -1516,8 +1516,21 @@ def test_upload_hotel_attachment_flags_amount_over_travel_policy(monkeypatch, tm
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analysis = uploaded_meta["analysis"]
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assert analysis["severity"] == "high"
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assert analysis["headline"] == "AI提示：住宿金额超出报销标准"
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assert "保留在单据中" in analysis["summary"]
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assert "特殊情况" in analysis["summary"]
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assert any("住宿标准" in point and "800.00 元" in point for point in analysis["points"])
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assert any("住宿费按员工职级" in basis for basis in analysis["rule_basis"])
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db.refresh(claim)
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hotel_item = next(item for item in claim.items if str(item.invoice_id or "").strip())
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assert hotel_item.item_amount == Decimal("800.00")
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assert claim.invoice_count == 1
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assert any(
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isinstance(flag, dict)
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and str(flag.get("source") or "").strip() == "attachment_analysis"
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and flag.get("item_id") == hotel_item.id
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and str(flag.get("severity") or "").strip() == "high"
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for flag in list(claim.risk_flags_json or [])
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)
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def test_attachment_analysis_does_not_compare_business_purpose_with_ticket_scene() -> None:
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@@ -2433,8 +2446,8 @@ def test_list_claims_allows_finance_to_view_all_records() -> None:
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claims = ExpenseClaimService(db).list_claims(current_user)
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assert len(claims) == 2
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assert {claim.claim_no for claim in claims} == {"EXP-FIN-101", "EXP-FIN-102"}
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assert len(claims) == 1
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assert claims[0].claim_no == "EXP-FIN-101"
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def test_list_claims_allows_executive_to_view_all_records() -> None:
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@@ -2488,8 +2501,134 @@ def test_list_claims_allows_executive_to_view_all_records() -> None:
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claims = ExpenseClaimService(db).list_claims(current_user)
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assert len(claims) == 2
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assert {claim.claim_no for claim in claims} == {"EXP-EXE-101", "EXP-EXE-102"}
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assert len(claims) == 1
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assert claims[0].claim_no == "EXP-EXE-101"
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def test_list_claims_keeps_own_archived_claim_for_finance_applicant() -> None:
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current_user = CurrentUserContext(
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username="finance@example.com",
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name="财务",
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role_codes=["finance"],
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is_admin=False,
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)
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with build_session() as db:
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db.add(
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ExpenseClaim(
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claim_no="EXP-FIN-OWN-ARCH",
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employee_name="财务",
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department_name="财务部",
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project_code="PRJ-FIN",
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expense_type="meal",
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reason="本人报销",
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location="上海",
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amount=Decimal("88.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
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submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
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status="approved",
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approval_stage="归档入账",
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risk_flags_json=[],
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)
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)
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db.commit()
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claims = ExpenseClaimService(db).list_claims(current_user)
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assert len(claims) == 1
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assert claims[0].claim_no == "EXP-FIN-OWN-ARCH"
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def test_list_archived_claims_returns_company_archived_records_for_finance() -> None:
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current_user = CurrentUserContext(
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username="finance@example.com",
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name="财务",
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role_codes=["finance"],
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is_admin=False,
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)
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with build_session() as db:
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db.add_all(
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[
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ExpenseClaim(
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claim_no="EXP-ARCH-101",
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employee_name="甲",
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department_name="A部",
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project_code="PRJ-A",
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expense_type="travel",
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reason="A 报销",
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location="上海",
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amount=Decimal("120.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
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submitted_at=datetime(2026, 5, 11, 10, 0, tzinfo=UTC),
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status="approved",
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approval_stage="归档入账",
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risk_flags_json=[],
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),
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ExpenseClaim(
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claim_no="EXP-ARCH-102",
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employee_name="乙",
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department_name="B部",
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project_code="PRJ-B",
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expense_type="meal",
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reason="B 报销",
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location="杭州",
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amount=Decimal("300.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 11, 12, 0, tzinfo=UTC),
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submitted_at=datetime(2026, 5, 11, 13, 0, tzinfo=UTC),
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status="submitted",
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approval_stage="财务审批",
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risk_flags_json=[],
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),
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]
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)
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db.commit()
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claims = ExpenseClaimService(db).list_archived_claims(current_user)
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assert len(claims) == 1
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assert claims[0].claim_no == "EXP-ARCH-101"
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def test_list_archived_claims_is_empty_for_regular_employee() -> None:
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current_user = CurrentUserContext(
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username="zhangsan@example.com",
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name="张三",
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role_codes=["employee"],
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is_admin=False,
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)
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with build_session() as db:
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db.add(
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ExpenseClaim(
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claim_no="EXP-ARCH-EMP",
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employee_name="张三",
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department_name="研发部",
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project_code="PRJ-EMP",
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expense_type="travel",
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reason="本人报销",
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location="北京",
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amount=Decimal("200.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 10, 9, 0, tzinfo=UTC),
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submitted_at=datetime(2026, 5, 10, 10, 0, tzinfo=UTC),
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status="approved",
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approval_stage="归档入账",
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risk_flags_json=[],
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)
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)
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db.commit()
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claims = ExpenseClaimService(db).list_archived_claims(current_user)
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assert claims == []
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def test_finance_can_return_but_cannot_delete_submitted_claim() -> None:
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