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。
This commit is contained in:
caoxiaozhu
242
server/tests/test_employee_behavior_profile_service.py
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242
server/tests/test_employee_behavior_profile_service.py
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from __future__ import annotations
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from collections.abc import Generator
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from datetime import UTC, date, datetime, timedelta
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from decimal import Decimal
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from fastapi.testclient import TestClient
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from sqlalchemy import create_engine
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from sqlalchemy.orm import Session, sessionmaker
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from sqlalchemy.pool import StaticPool
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from app.api.deps import get_db
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from app.db.base import Base
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from app.main import create_app
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from app.models.agent_run import AgentRun, AgentToolCall
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from app.models.employee import Employee
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from app.models.employee_behavior_profile import EmployeeBehaviorProfileSnapshot
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from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
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from app.models.organization import OrganizationUnit
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from app.services.employee_behavior_profile_service import EmployeeBehaviorProfileService
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from app.services.hermes_employee_profile_scanner import HermesEmployeeProfileScannerService
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from app.services.hermes_scheduler import HermesScheduler
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def build_session_factory() -> sessionmaker[Session]:
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engine = create_engine(
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"sqlite+pysqlite:///:memory:",
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connect_args={"check_same_thread": False},
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poolclass=StaticPool,
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)
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Base.metadata.create_all(bind=engine)
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return sessionmaker(bind=engine, autoflush=False, autocommit=False)
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def seed_profile_data(db: Session) -> None:
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org = OrganizationUnit(
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id="dept-sales",
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unit_code="SALES",
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name="市场部",
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unit_type="department",
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)
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employee = Employee(
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id="emp-main",
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employee_no="E1001",
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name="张三",
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email="zhangsan@example.com",
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position="客户经理",
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grade="P5",
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organization_unit=org,
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)
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peer_a = Employee(
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id="emp-peer-a",
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employee_no="E1002",
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name="李四",
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email="lisi@example.com",
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position="客户经理",
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grade="P5",
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organization_unit=org,
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)
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peer_b = Employee(
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id="emp-peer-b",
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employee_no="E1003",
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name="王五",
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email="wangwu@example.com",
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position="客户经理",
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grade="P5",
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organization_unit=org,
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)
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db.add_all([org, employee, peer_a, peer_b])
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now = datetime.now(UTC)
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claims = [
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_build_claim(
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"claim-main-1",
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employee.id,
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employee.name,
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Decimal("5000"),
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now - timedelta(days=5),
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missing_attachment=True,
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),
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_build_claim(
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"claim-main-2",
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employee.id,
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employee.name,
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Decimal("4200"),
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now - timedelta(days=15),
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returned=True,
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),
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_build_claim(
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"claim-main-3", employee.id, employee.name, Decimal("3800"), now - timedelta(days=30)
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),
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_build_claim(
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"claim-peer-a", peer_a.id, peer_a.name, Decimal("1200"), now - timedelta(days=12)
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),
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_build_claim(
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"claim-peer-b", peer_b.id, peer_b.name, Decimal("1500"), now - timedelta(days=18)
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),
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]
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db.add_all(claims)
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db.add(
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AgentRun(
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run_id="run-main-1",
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agent="hermes",
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source="user_message",
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user_id=employee.email,
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status="success",
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result_summary="AI 已辅助生成报销说明。",
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started_at=now - timedelta(days=2),
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tool_calls=[
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AgentToolCall(
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run_id="run-main-1",
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tool_type="expense",
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tool_name="claim_draft",
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request_json={"message": "出差报销"},
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response_json={"ok": True},
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status="success",
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duration_ms=120,
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)
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],
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)
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)
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db.commit()
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def _build_claim(
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claim_id: str,
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employee_id: str,
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employee_name: str,
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amount: Decimal,
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occurred_at: datetime,
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*,
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missing_attachment: bool = False,
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returned: bool = False,
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) -> ExpenseClaim:
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invoice_id = None if missing_attachment else f"invoice-{claim_id}"
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return ExpenseClaim(
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id=claim_id,
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claim_no=f"EXP-{claim_id}",
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employee_id=employee_id,
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employee_name=employee_name,
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department_id="dept-sales",
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department_name="市场部",
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project_code="PRJ-001",
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expense_type="travel",
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reason="客户拜访出差",
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location="北京",
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amount=amount,
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currency="CNY",
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invoice_count=0 if missing_attachment else 1,
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occurred_at=occurred_at,
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submitted_at=occurred_at,
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status="returned" if returned else "submitted",
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approval_stage="直属领导审批",
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risk_flags_json=[{"source": "manual_return", "message": "补充票据"}] if returned else [],
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items=[
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ExpenseClaimItem(
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id=f"item-{claim_id}",
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claim_id=claim_id,
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item_date=date.today(),
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item_type="travel",
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item_reason="客户拜访出差",
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item_location="北京",
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item_amount=amount,
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invoice_id=invoice_id,
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)
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],
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)
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def test_service_scans_snapshots_and_filters_approval_scene() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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seed_profile_data(db)
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summary = HermesEmployeeProfileScannerService(db).scan_employee_profiles(log_id=None)
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assert summary["target_employee_count"] >= 1
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assert db.query(EmployeeBehaviorProfileSnapshot).count() >= 4
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latest = EmployeeBehaviorProfileService(db).get_latest_profile(
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employee_id="emp-main",
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scene="approval",
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claim_id="claim-main-1",
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window_days=90,
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expense_type_scope="travel",
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)
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assert latest.employee_id == "emp-main"
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assert {item.profile_type for item in latest.profiles} == {"expense", "process_quality"}
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assert latest.review_priority_score > 0
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assert latest.peer_group.sample_size >= 3
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assert latest.profile_tags
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assert latest.radar.dimensions
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def test_latest_profile_endpoint_returns_approval_payload() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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seed_profile_data(db)
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app = create_app()
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def override_db() -> Generator[Session, None, None]:
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db = session_factory()
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try:
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yield db
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finally:
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db.close()
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app.dependency_overrides[get_db] = override_db
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client = TestClient(app)
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response = client.get(
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"/api/v1/employee-profiles/emp-main/latest",
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params={
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"scene": "approval",
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"claim_id": "claim-main-1",
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"window_days": 90,
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"expense_type_scope": "travel",
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},
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headers={"x-auth-username": "auditor", "x-auth-name": "auditor"},
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)
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assert response.status_code == 200
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payload = response.json()
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assert payload["employee_id"] == "emp-main"
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assert {item["profile_type"] for item in payload["profiles"]} == {"expense", "process_quality"}
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assert payload["review_priority_score"] >= 0
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assert payload["profile_tags"]
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assert {item["code"] for item in payload["radar"]["dimensions"]} == {
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"expense_intensity",
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"application_rhythm",
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"travel_entertainment",
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"material_completeness",
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"process_pressure",
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}
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def test_hermes_scheduler_parses_weekly_profile_cron() -> None:
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scheduler = HermesScheduler()
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assert scheduler._parse_simple_cron("30 8 * * 1") == (30, 8, 0)
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assert scheduler._parse_simple_cron("0 9 * * *") == (0, 9, None)
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assert scheduler._parse_simple_cron("bad cron") is None
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