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。
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163
server/src/app/services/employee_behavior_profile_helpers.py
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163
server/src/app/services/employee_behavior_profile_helpers.py
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from __future__ import annotations
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import json
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from collections import defaultdict
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from decimal import Decimal
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from typing import Any
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from app.models.agent_run import AgentRun
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from app.models.employee import Employee
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from app.models.financial_record import ExpenseClaim
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TRAVEL_EXPENSE_TYPES = {
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"travel",
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"train_ticket",
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"flight_ticket",
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"hotel_ticket",
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"ride_ticket",
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"travel_allowance",
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}
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ENTERTAINMENT_EXPENSE_TYPES = {"meal", "entertainment"}
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class EmployeeBehaviorProfileMetricHelpers:
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def _sum_amount_by_employee(self, claims: list[ExpenseClaim]) -> dict[str, Decimal]:
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grouped: dict[str, Decimal] = defaultdict(Decimal)
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for claim in claims:
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grouped[self._claim_employee_key(claim)] += self._decimal(claim.amount)
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return dict(grouped)
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def _count_by_employee(self, claims: list[ExpenseClaim]) -> dict[str, int]:
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grouped: dict[str, int] = defaultdict(int)
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for claim in claims:
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grouped[self._claim_employee_key(claim)] += 1
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return dict(grouped)
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def _return_count_by_employee(self, claims: list[ExpenseClaim]) -> dict[str, int]:
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grouped: dict[str, int] = defaultdict(int)
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for claim in claims:
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grouped[self._claim_employee_key(claim)] += self._return_count([claim])
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return dict(grouped)
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def _claim_employee_key(self, claim: ExpenseClaim) -> str:
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return str(claim.employee_id or claim.employee_name or "unknown").strip()
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def _employee_identifiers(self, employee: Employee) -> set[str]:
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return {
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item
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for item in (
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employee.id,
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employee.employee_no,
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employee.email,
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employee.name,
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)
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if str(item or "").strip()
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}
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def _return_count(self, claims: list[ExpenseClaim]) -> int:
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count = 0
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for claim in claims:
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status = str(claim.status or "").lower()
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if status in {"returned", "supplement", "rejected"}:
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count += 1
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for flag in claim.risk_flags_json or []:
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if isinstance(flag, dict) and str(flag.get("source") or "") == "manual_return":
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count += 1
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return count
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def _missing_attachment_count(self, claim: ExpenseClaim) -> int:
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if not claim.items:
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return int((claim.invoice_count or 0) <= 0)
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return sum(1 for item in claim.items if not str(item.invoice_id or "").strip())
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def _has_amount_mismatch(self, claim: ExpenseClaim) -> bool:
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if not claim.items:
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return False
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item_total = sum((self._decimal(item.item_amount) for item in claim.items), Decimal("0"))
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return abs(item_total - self._decimal(claim.amount)) > Decimal("0.01")
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def _missing_context_count(self, claim: ExpenseClaim) -> int:
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missing = 0
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for value in (claim.reason, claim.location, claim.project_code):
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if self._is_missing_value(value):
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missing += 1
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for item in claim.items or []:
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if self._is_missing_value(item.item_reason):
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missing += 1
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if item.item_type in TRAVEL_EXPENSE_TYPES and self._is_missing_value(
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item.item_location
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):
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missing += 1
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return missing
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def _claim_travel_days(self, claim: ExpenseClaim | None) -> Decimal:
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if claim is None:
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return Decimal("0")
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dates = {
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item.item_date
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for item in claim.items or []
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if item.item_type in TRAVEL_EXPENSE_TYPES and item.item_date is not None
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}
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if dates:
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return Decimal(max(1, len(dates)))
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return Decimal("1") if claim.expense_type in TRAVEL_EXPENSE_TYPES else Decimal("0")
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def _entertainment_unit_amount(self, claim: ExpenseClaim) -> Decimal:
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if claim.expense_type not in ENTERTAINMENT_EXPENSE_TYPES:
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return Decimal("0")
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attendee_count = self._extract_attendee_count(claim)
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if attendee_count <= 0:
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return Decimal("0")
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return self._decimal(claim.amount) / Decimal(attendee_count)
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def _extract_attendee_count(self, claim: ExpenseClaim) -> int:
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text = " ".join(
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[claim.reason or "", *(item.item_reason or "" for item in claim.items or [])]
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)
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for token in ("人", "位"):
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parts = text.split(token)
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for part in parts:
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digits = "".join(ch for ch in part[-3:] if ch.isdigit())
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if digits:
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return max(1, int(digits))
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return 0
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def _estimate_tokens(self, runs: list[AgentRun]) -> int:
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total = 0
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for run in runs:
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payload = {
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"ontology": run.ontology_json,
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"route": run.route_json,
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"summary": run.result_summary,
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"error": run.error_message,
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"tools": [
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{
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"request": tool.request_json,
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"response": tool.response_json,
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"error": tool.error_message,
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}
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for tool in run.tool_calls
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],
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}
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text = json.dumps(payload, ensure_ascii=False, default=str)
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total += max(0, len(text) // 4)
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return total
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@staticmethod
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def _is_missing_value(value: Any) -> bool:
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text = str(value or "").strip()
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return not text or text in {"待补充", "暂无", "无", "未知"}
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@staticmethod
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def _decimal(value: Any) -> Decimal:
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try:
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return Decimal(str(value or "0"))
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except Exception:
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return Decimal("0")
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@staticmethod
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def _format_decimal(value: Any) -> str:
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try:
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return str(Decimal(str(value or "0")).quantize(Decimal("0.0001")).normalize())
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except Exception:
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return "0"
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