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feat: 新增员工行为画像算法与费用风险标签体系

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后端新增员工行为画像算法模块，支持标签规则引擎和评分计算，
完善员工模型、银行信息、序列化和导入逻辑，优化报销审批流
和工作流常量，增强 Hermes 同步和知识同步能力，前端新增费
用画像详情弹窗、雷达图和风险卡片组件，完善登录页和工作台
样式，优化文档中心和归档中心交互，补充单元测试。
This commit is contained in:
caoxiaozhu
2026-05-28 12:09:49 +08:00
parent 04cd6d0f81
commit 8a4a777be7
96 changed files with 9835 additions and 704 deletions
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155
server/src/app/services/agent_foundation_asset_seed.py
View File

@@ -12,6 +12,7 @@ from app.core.agent_enums import (
AgentName,
AgentReviewStatus,
)
from app.core.config import SERVER_DIR
from app.core.logging import get_logger
from app.models.agent_asset import AgentAsset, AgentAssetReview, AgentAssetVersion
from app.services.agent_asset_spreadsheet import (
@@ -27,6 +28,7 @@ from app.services.agent_foundation_constants import (
COMPANY_COMMUNICATION_RULE_VERSION,
COMPANY_TRAVEL_RULE_SCENARIO_JSON,
COMPANY_TRAVEL_RULE_VERSION,
DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
DIGITAL_EMPLOYEE_SKILL_CATEGORIES,
DIGITAL_EMPLOYEE_TASK_CATEGORY_MAP,
)
@@ -38,11 +40,41 @@ class AgentFoundationAssetSeedMixin:
def _digital_employee_task_config(self, code: str, cron: str) -> dict[str, object]:
return {
"cron": cron,
"schedule": cron,
"cron_expression": cron,
"agent": AgentName.HERMES.value,
"task_type": code.replace("task.hermes.", "").replace(".", "_"),
"skill_category": DIGITAL_EMPLOYEE_TASK_CATEGORY_MAP.get(code, "整理"),
"skill_category_options": list(DIGITAL_EMPLOYEE_SKILL_CATEGORIES),
}
def _finance_policy_knowledge_skill_markdown(self) -> str:
skill_path = (
SERVER_DIR
/ "src"
/ "app"
/ "skills"
/ "domain"
/ "finance-policy-knowledge-organizer"
/ "SKILL.md"
)
if skill_path.exists():
return skill_path.read_text(encoding="utf-8").strip()
return "\n".join(
[
"---",
"name: finance-policy-knowledge-organizer",
"description: 用于整理公司财务知识制度。",
"---",
"",
"# 整理公司财务知识制度",
"",
"## 功能说明",
"",
"整理公司财务制度、报销口径、审批要求和知识库资料，输出可复核的结构化知识。",
]
)
def _digital_employee_task_content(
self,
code: str,
@@ -254,59 +286,11 @@ class AgentFoundationAssetSeedMixin:
config_json={"endpoint": "mock://ledger/snapshot", "timeout_ms": 1500},
)
task_asset = AgentAsset(
finance_policy_knowledge_task = AgentAsset(
asset_type=AgentAssetType.TASK.value,
code="task.hermes.daily_risk_scan",
name="Hermes 每日风险巡检",
description="每天早上巡检重复报销、金额超标、逾期应收和异常付款。",
domain=AgentAssetDomain.SYSTEM.value,
scenario_json=["schedule", "risk_check"],
owner="风控与审计部",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version="v1.0.0",
published_version="v1.0.0",
working_version="v1.0.0",
config_json=self._digital_employee_task_config("task.hermes.daily_risk_scan", "0 9 * * *"),
)
ar_summary_task = AgentAsset(
asset_type=AgentAssetType.TASK.value,
code="task.hermes.weekly_ar_summary",
name="Hermes 每周应收账龄汇总",
description="每周汇总逾期应收、账龄分布和客户风险变化。",
domain=AgentAssetDomain.SYSTEM.value,
scenario_json=["schedule", "accounts_receivable", "summary"],
owner="风控与审计部",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version="v1.0.0",
published_version="v1.0.0",
working_version="v1.0.0",
config_json=self._digital_employee_task_config("task.hermes.weekly_ar_summary", "0 10 * * 1"),
)
rule_digest_task = AgentAsset(
asset_type=AgentAssetType.TASK.value,
code="task.hermes.rule_review_digest",
name="Hermes 规则待审摘要",
description="每天汇总待审规则、待补样例和被拒规则修订建议。",
domain=AgentAssetDomain.SYSTEM.value,
scenario_json=["schedule", "rule_center", "review_digest"],
owner="风控与审计部",
reviewer="顾承宇",
status=AgentAssetStatus.ACTIVE.value,
current_version="v1.0.0",
published_version="v1.0.0",
working_version="v1.0.0",
config_json=self._digital_employee_task_config("task.hermes.rule_review_digest", "0 18 * * *"),
)
knowledge_index_task = AgentAsset(
asset_type=AgentAssetType.TASK.value,
code="task.hermes.knowledge_index_sync",
name="Hermes ??????",
description="?????????? LightRAG ???????",
code=DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
name="整理公司财务知识制度",
description="按计划整理公司财务制度、报销口径、审批要求和知识库资料，形成可复核的结构化知识。",
domain=AgentAssetDomain.SYSTEM.value,
scenario_json=["schedule", "knowledge", "rule_center"],
owner="财务制度管理组",
@@ -315,7 +299,16 @@ class AgentFoundationAssetSeedMixin:
current_version="v1.0.0",
published_version="v1.0.0",
working_version="v1.0.0",
config_json=self._digital_employee_task_config("task.hermes.knowledge_index_sync", "0 0 * * *"),
config_json={
**self._digital_employee_task_config(
DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
"0 3 * * *",
),
"skill_name": "finance-policy-knowledge-organizer",
"folder": "财务制度",
"changed_only": True,
"output_format": "knowledge_organizing_report",
},
)
self.db.add_all(
@@ -330,10 +323,7 @@ class AgentFoundationAssetSeedMixin:
skill_ar_asset,
invoice_mcp_asset,
ledger_mcp_asset,
task_asset,
ar_summary_task,
rule_digest_task,
knowledge_index_task,
finance_policy_knowledge_task,
]
)
@@ -493,54 +483,11 @@ class AgentFoundationAssetSeedMixin:
created_by="系统初始化",
),
AgentAssetVersion(
asset=task_asset,
asset=finance_policy_knowledge_task,
version="v1.0.0",
content=self._digital_employee_task_content(
"task.hermes.daily_risk_scan",
"daily_risk_scan",
"0 9 * * *",
),
content_type=AgentAssetContentType.JSON.value,
change_note="初始化任务快照。",
created_by="系统初始化",
),
AgentAssetVersion(
asset=ar_summary_task,
version="v1.0.0",
content=self._digital_employee_task_content(
"task.hermes.weekly_ar_summary",
"weekly_ar_summary",
"0 10 * * 1",
),
content_type=AgentAssetContentType.JSON.value,
change_note="初始化应收账龄汇总任务。",
created_by="系统初始化",
),
AgentAssetVersion(
asset=rule_digest_task,
version="v1.0.0",
content=self._digital_employee_task_content(
"task.hermes.rule_review_digest",
"rule_review_digest",
"0 18 * * *",
),
content_type=AgentAssetContentType.JSON.value,
change_note="初始化规则待审摘要任务。",
created_by="系统初始化",
),
AgentAssetVersion(
asset=knowledge_index_task,
version="v1.0.0",
content=self._digital_employee_task_content(
"task.hermes.knowledge_index_sync",
"knowledge_index_sync",
"0 0 * * *",
folder="报销制度",
changed_only=True,
index_engine="lightrag",
),
content_type=AgentAssetContentType.JSON.value,
change_note="初始化制度知识与规则草稿形成任务。",
content=self._finance_policy_knowledge_skill_markdown(),
content_type=AgentAssetContentType.MARKDOWN.value,
change_note="初始化整理公司财务知识制度能力。",
created_by="系统初始化",
),
]