feat: 新增员工行为画像算法与费用风险标签体系

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。

server/src/app/services/agent_foundation_asset_topup.py

@@ -13,6 +13,7 @@ from app.core.agent_enums import (
 )
 from app.core.logging import get_logger
 from app.models.agent_asset import AgentAsset
+from app.models.agent_run import AgentRun
 from app.services.agent_asset_spreadsheet import (
     COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
     COMPANY_TRAVEL_EXPENSE_RULE_CODE,
@@ -26,6 +27,8 @@ 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_LEGACY_TASK_CODES,
     DIGITAL_EMPLOYEE_SKILL_CATEGORIES,
     DIGITAL_EMPLOYEE_TASK_CATEGORY_MAP,
 )
@@ -34,6 +37,26 @@ logger = get_logger("app.services.agent_foundation")
 
 
 class AgentFoundationAssetTopUpMixin:
+    def _remove_legacy_digital_employee_assets(self) -> None:
+        assets = list(
+            self.db.scalars(
+                select(AgentAsset).where(AgentAsset.code.in_(DIGITAL_EMPLOYEE_LEGACY_TASK_CODES))
+            ).all()
+        )
+        if not assets:
+            return
+
+        asset_ids = [asset.id for asset in assets]
+        runs = list(
+            self.db.scalars(select(AgentRun).where(AgentRun.task_id.in_(asset_ids))).all()
+        )
+        for run in runs:
+            run.task_id = None
+            self.db.add(run)
+
+        for asset in assets:
+            self.db.delete(asset)
+
     def _sync_digital_employee_skill_categories(self) -> None:
         category_options = list(DIGITAL_EMPLOYEE_SKILL_CATEGORIES)
         has_changes = False
@@ -45,6 +68,10 @@ class AgentFoundationAssetTopUpMixin:
 
             config_json = dict(asset.config_json or {})
             changed = False
+            task_type = code.replace("task.hermes.", "").replace(".", "_")
+            if config_json.get("task_type") != task_type:
+                config_json["task_type"] = task_type
+                changed = True
             if config_json.get("skill_category") != category:
                 config_json["skill_category"] = category
                 changed = True
@@ -63,6 +90,7 @@ class AgentFoundationAssetTopUpMixin:
     def _top_up_agent_assets(self, existing_codes: set[str]) -> None:
 
         self._remove_legacy_rule_assets()
+        self._remove_legacy_digital_employee_assets()
 
         existing_codes = set(self.db.scalars(select(AgentAsset.code)).all())
         self._sync_digital_employee_skill_categories()
@@ -572,91 +600,82 @@ class AgentFoundationAssetTopUpMixin:
                 created_by="系统初始化",
             )
 
-        if "task.hermes.weekly_ar_summary" not in existing_codes:
+        finance_policy_cron = "0 3 * * *"
+        finance_policy_config = {
+            **self._digital_employee_task_config(
+                DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
+                finance_policy_cron,
+            ),
+            "schedule": finance_policy_cron,
+            "cron_expression": finance_policy_cron,
+            "skill_name": "finance-policy-knowledge-organizer",
+            "folder": "财务制度",
+            "changed_only": True,
+            "output_format": "knowledge_organizing_report",
+        }
+
+        if DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE not in existing_codes:
 
             asset = self._create_seed_asset(
                 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",
-                config_json=self._digital_employee_task_config("task.hermes.weekly_ar_summary", "0 10 * * 1"),
-            )
-
-            self._ensure_asset_version(
-                asset,
-                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",
-            )
-
-        if "task.hermes.rule_review_digest" not in existing_codes:
-
-            asset = self._create_seed_asset(
-                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",
-                config_json=self._digital_employee_task_config("task.hermes.rule_review_digest", "0 18 * * *"),
-            )
-
-            self._ensure_asset_version(
-                asset,
-                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",
-            )
-
-        if "task.hermes.knowledge_index_sync" not in existing_codes:
-
-            asset = self._create_seed_asset(
-                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",
                 reviewer="顾承宇",
                 status=AgentAssetStatus.ACTIVE.value,
                 current_version="v1.0.0",
-                config_json=self._digital_employee_task_config("task.hermes.knowledge_index_sync", "0 0 * * *"),
+                config_json=finance_policy_config,
             )
 
-            self._ensure_asset_version(
-                asset,
-                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,
-                ),
-                content_type=AgentAssetContentType.JSON.value,
-                change_note="初始化制度知识与规则草稿形成任务。",
-                created_by="系统初始化",
+        else:
+
+            asset = self.db.scalar(
+                select(AgentAsset).where(AgentAsset.code == DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE)
             )
+            if asset is None:
+                return
+            existing_config = dict(asset.config_json or {})
+            existing_cron = (
+                existing_config.get("cron")
+                or existing_config.get("schedule")
+                or existing_config.get("cron_expression")
+            )
+            schedule_config = (
+                {
+                    "cron": existing_cron,
+                    "schedule": existing_cron,
+                    "cron_expression": existing_cron,
+                }
+                if existing_cron
+                else {}
+            )
+            asset.name = "整理公司财务知识制度"
+            asset.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。"
+            asset.owner = "财务制度管理组"
+            asset.domain = AgentAssetDomain.SYSTEM.value
+            asset.scenario_json = ["schedule", "knowledge", "rule_center"]
+            asset.config_json = {
+                **existing_config,
+                "agent": "hermes",
+                "task_type": "finance_policy_knowledge_organize",
+                "skill_category": "整理",
+                "skill_category_options": list(DIGITAL_EMPLOYEE_SKILL_CATEGORIES),
+                "skill_name": "finance-policy-knowledge-organizer",
+                "folder": existing_config.get("folder") or "财务制度",
+                "changed_only": existing_config.get("changed_only", True),
+                "output_format": "knowledge_organizing_report",
+                **schedule_config,
+            }
+            self.db.add(asset)
+
+        self._ensure_asset_version(
+            asset,
+            version="v1.0.0",
+            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",
+        )