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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
Download Patch File Download Diff File Expand all files Collapse all files

6
web/src/views/scripts/ArchiveCenterView.js
View File

@@ -74,7 +74,7 @@ function buildArchiveRow(request) {
archiveMonthLabel: formatArchiveMonthLabel(archiveMonth),
archiveType: isApplicationDocument ? ARCHIVE_TYPE_APPLICATION : ARCHIVE_TYPE_REIMBURSEMENT,
archiveTypeCode: isApplicationDocument ? ARCHIVE_TYPE_APPLICATION_CODE : ARCHIVE_TYPE_REIMBURSEMENT_CODE,
node: isApplicationDocument ? '申请归档' : (normalized.workflowNode || '归档入账'),
node: isApplicationDocument ? '申请归档' : (normalized.workflowNode || '已付款'),
hasRisk,
riskCount,
risk: formatArchiveRiskCountLabel(riskCount),
@@ -168,13 +168,13 @@ export default {
return {
eyebrow: '归档中心',
title: '当前还没有已归档单据',
desc: '财务终审通过并进入「归档入账」节点的报销单会自动汇总到这里，形成公司级财务归档库。',
desc: '财务确认付款后进入「已付款」状态的报销单会自动汇总到这里，形成公司级财务归档库。',
icon: 'mdi mdi-archive-check-outline',
actionLabel: null,
actionIcon: null,
tone: 'slate',
artLabel: 'ARCHIVE',
tips: ['仅展示已归档入账的单据', '申请人仍可在报销中心查看自己的归档记录']
tips: ['仅展示已付款或已归档的单据', '申请人仍可在报销中心查看自己的归档记录']
}
}

11
web/src/views/scripts/EmployeeManagementView.js
View File

@@ -16,6 +16,12 @@ import {
importEmployees,
updateEmployee
} from '../../services/employees.js'
import {
appendEmployeeBankUpdatePayload,
createEmployeeBankFormFields,
getEmployeeBankSearchFields,
mapEmployeeBankFormFields
} from './employeeBankFields.js'
const DEFAULT_STATUS_TABS = ['全部员工', '在职', '试用中', '停用']
const FALLBACK_ROLE_OPTIONS = [
@@ -76,6 +82,7 @@ function createEmployeeForm() {
managerEmployeeNo: '',
financeOwner: '',
costCenter: '',
...createEmployeeBankFormFields(),
roleCodes: [],
password: ''
}
@@ -197,6 +204,7 @@ function buildEmployeeForm(employee, roster = []) {
managerEmployeeNo,
financeOwner: employee.financeOwner || '',
costCenter: employee.costCenter || '',
...mapEmployeeBankFormFields(employee),
roleCodes: [...(employee.roleCodes || [])],
password: ''
}
@@ -380,6 +388,7 @@ function matchKeyword(employee, keyword) {
employee.email,
employee.manager,
employee.financeOwner,
...getEmployeeBankSearchFields(employee),
employee.syncState
]
@@ -1053,6 +1062,8 @@ export default {
payload.cost_center = nextCostCenter
}
appendEmployeeBankUpdatePayload(payload, form, current, normalizeNullableText)
const nextManagerEmployeeNo = normalizeNullableText(form.managerEmployeeNo)
const currentManagerEmployeeNo =
normalizeNullableText(current.managerEmployeeNo) ||

4
web/src/views/scripts/HermesEmployeeSettingsPanel.js
View File

@@ -15,6 +15,9 @@ export default {
knowledgeAggregation: { icon: 'mdi-sync', color: 'indigo' },
ruleReviewDigest: { icon: 'mdi-bell-ring-outline', color: 'warning' },
riskSummary: { icon: 'mdi-shield-search', color: 'danger' },
employee_behavior_profile_scan: { icon: 'mdi-account-search-outline', color: 'primary' },
global_risk_scan: { icon: 'mdi-shield-search', color: 'danger' },
weekly_expense_report: { icon: 'mdi-chart-box-outline', color: 'success' },
archiveDigest: { icon: 'mdi-archive-outline', color: 'info' },
dailyStats: { icon: 'mdi-chart-line', color: 'success' },
monthlyStats: { icon: 'mdi-chart-bar', color: 'primary' },
@@ -56,4 +59,3 @@ export default {
}
}

3
web/src/views/scripts/RequestsView.js
View File

@@ -26,7 +26,7 @@ export default {
emits: ['ask', 'approve', 'reject', 'create-request', 'reload'],
setup(props, { emit }) {
const activeTab = ref('全部')
const tabs = ['全部', '草稿', '待提交', '审批中', '待补充', '已完成']
const tabs = ['全部', '草稿', '待提交', '审批中', '待补充', '待付款', '已完成']
const filters = ['报销状态', '报销类型', '所属主体']
const listKeyword = ref('')
@@ -102,6 +102,7 @@ export default {
|| (activeTab.value === '待提交' && row.approvalKey === 'supplement' && row.status === 'returned')
|| (activeTab.value === '审批中' && row.approvalKey === 'in_progress')
|| (activeTab.value === '待补充' && row.approvalKey === 'supplement' && row.status !== 'returned')
|| (activeTab.value === '待付款' && row.approvalKey === 'pending_payment')
|| (activeTab.value === '已完成' && row.approvalKey === 'completed')
return matchesKeyword && matchesDateRange && matchesTab

110
web/src/views/scripts/TravelRequestDetailView.js
View File

@@ -7,6 +7,7 @@ import ConfirmDialog from '../../components/shared/ConfirmDialog.vue'
import TravelRequestApprovalDialog from '../../components/travel/TravelRequestApprovalDialog.vue'
import TravelRequestBudgetAnalysis from '../../components/travel/TravelRequestBudgetAnalysis.vue'
import TravelRequestDeleteDialog from '../../components/travel/TravelRequestDeleteDialog.vue'
import EmployeeProfileRiskCard from '../../components/travel/EmployeeProfileRiskCard.vue'
import TravelRequestReturnDialog from '../../components/travel/TravelRequestReturnDialog.vue'
import {
approveExpenseClaim,
@@ -14,6 +15,7 @@ import {
deleteExpenseClaimItem,
deleteExpenseClaimItemAttachment,
deleteExpenseClaim,
fetchEmployeeLatestProfile,
fetchExpenseClaimItemAttachmentMeta,
fetchExpenseClaimItemAttachmentPreview,
returnExpenseClaim,
@@ -72,6 +74,7 @@ import {
resolveExpenseReasonPlaceholder,
resolveExpenseUploadHint
} from './travelRequestDetailExpenseModel.js'
import { useTravelRequestPaymentFlow } from './travelRequestDetailPaymentFlow.js'
/*
* 以下片段仅用于兼容现有源码正则测试。
@@ -370,6 +373,7 @@ export default {
components: {
ConfirmDialog,
EnterpriseSelect,
EmployeeProfileRiskCard,
TravelRequestApprovalDialog,
TravelRequestBudgetAnalysis,
TravelRequestDeleteDialog,
@@ -432,6 +436,10 @@ export default {
})
const detailNoteEditor = ref('')
const savingDetailNote = ref(false)
const employeeRiskProfile = ref(null)
const employeeRiskProfileLoading = ref(false)
const employeeRiskProfileError = ref('')
let employeeRiskProfileLoadSeq = 0
const request = computed(() => {
const normalized = normalizeRequestForUi(props.request)
@@ -520,6 +528,29 @@ export default {
&& canApproveBudgetExpenseApplications(currentUser.value, request.value)
&& !isCurrentApplicant.value
))
const employeeProfileId = computed(() =>
String(
request.value.employeeId
|| request.value.employee_id
|| request.value.profileEmployeeId
|| ''
).trim()
)
const employeeRiskProfileScope = computed(() => {
const typeCode = String(request.value.typeCode || request.value.expense_type || '').trim()
if (typeCode === 'meal' || typeCode === 'entertainment') {
return 'entertainment'
}
if (typeCode === 'travel' || isTravelRequest.value) {
return 'travel'
}
return typeCode || 'overall'
})
const showEmployeeRiskProfile = computed(() =>
Boolean(employeeProfileId.value)
&& Boolean(request.value.claimId)
&& !isDraftRequest.value
)
const canReturnRequest = computed(() => {
if (request.value.approvalKey !== 'in_progress' || !request.value.claimId || !canReturnExpenseClaims(currentUser.value)) {
return false
@@ -545,6 +576,21 @@ export default {
|| canProcessBudgetApprovalStage.value
)
)
const {
canPayRequest,
closePayConfirmDialog,
confirmPayRequest,
handlePayRequest,
payBusy,
payConfirmDialogOpen
} = useTravelRequestPaymentFlow({
request,
currentUser,
isApplicationDocument,
isCurrentApplicant,
toast,
emit
})
const leaderApprovalInfo = computed(() => buildLeaderApprovalInfo(request.value))
const leaderApprovalEvents = computed(() => buildLeaderApprovalEvents(request.value))
const hasLeaderApprovalEvents = computed(() => leaderApprovalEvents.value.length > 0)
@@ -572,7 +618,7 @@ export default {
})
const approvalOpinionHint = computed(() => {
if (isFinanceApprovalStage.value) {
return '审核通过后将进入归档入账。'
return '审核通过后将进入待付款。'
}
if (isBudgetApprovalStage.value) {
return '不填写附加意见则默认同意，确认后会归档申请单并生成报销草稿。'
@@ -587,7 +633,7 @@ export default {
})
const approvalConfirmDescription = computed(() => {
if (isFinanceApprovalStage.value) {
return '确认后该报销单会完成财务终审并进入归档入账，请确认票据、金额与财务意见无误。'
return '确认后该报销单会完成财务终审并进入待付款，请确认票据、金额与财务意见无误。'
}
if (isApplicationDocument.value) {
return isBudgetApprovalStage.value
@@ -610,7 +656,7 @@ export default {
))
const approvalSuccessToast = computed(() => {
if (isFinanceApprovalStage.value) {
return `${request.value.id} 已完成财务终审，进入归档入账。`
return `${request.value.id} 已完成财务终审，进入待付款。`
}
return isApplicationDocument.value
? isBudgetApprovalStage.value
@@ -632,6 +678,7 @@ export default {
|| deleteBusy.value
|| returnBusy.value
|| approveBusy.value
|| payBusy.value
|| creatingExpense.value
|| Boolean(uploadingExpenseId.value)
|| Boolean(deletingAttachmentId.value)
@@ -672,6 +719,19 @@ export default {
{ immediate: true }
)
watch(
() => [
employeeProfileId.value,
request.value.claimId,
employeeRiskProfileScope.value,
showEmployeeRiskProfile.value
],
() => {
void loadEmployeeRiskProfile()
},
{ immediate: true }
)
const heroFactItems = computed(() => [
{
key: 'document',
@@ -887,6 +947,38 @@ export default {
return payload
}
async function loadEmployeeRiskProfile() {
const sequence = ++employeeRiskProfileLoadSeq
employeeRiskProfileError.value = ''
if (!showEmployeeRiskProfile.value) {
employeeRiskProfile.value = null
employeeRiskProfileLoading.value = false
return
}
employeeRiskProfileLoading.value = true
try {
const payload = await fetchEmployeeLatestProfile(employeeProfileId.value, {
scene: 'approval',
claim_id: request.value.claimId,
window_days: 90,
expense_type_scope: employeeRiskProfileScope.value
})
if (sequence === employeeRiskProfileLoadSeq) {
employeeRiskProfile.value = payload
}
} catch (error) {
if (sequence === employeeRiskProfileLoadSeq) {
employeeRiskProfile.value = null
employeeRiskProfileError.value = error?.message || '画像读取失败，请稍后重试。'
}
} finally {
if (sequence === employeeRiskProfileLoadSeq) {
employeeRiskProfileLoading.value = false
}
}
}
function canPreviewAttachment(item) {
if (!item?.invoiceId) {
return false
@@ -1831,24 +1923,26 @@ export default {
applicationDetailFactItems,
approveBusyText, approveConfirmText, approveConfirmTitle, canDeleteRequest, canManageCurrentClaim,
canNavigateAttachmentPreview,
canOpenAiEntry, canApproveRequest, canReturnRequest, canSubmit, canPreviewAttachment,
closeApproveConfirmDialog, closeDeleteDialog, closeAttachmentPreview, closeSubmitConfirmDialog,
canOpenAiEntry, canApproveRequest, canPayRequest, canReturnRequest, canSubmit, canPreviewAttachment,
closeApproveConfirmDialog, closeDeleteDialog, closeAttachmentPreview, closePayConfirmDialog, closeSubmitConfirmDialog,
closeRiskOverrideDialog,
closeReturnDialog, confirmApproveRequest, confirmDeleteRequest, confirmSubmitRequest, confirmReturnRequest,
confirmRiskOverrideReasons,
confirmPayRequest, confirmRiskOverrideReasons,
currentAttachmentPreviewInsight, currentAttachmentPreviewRiskCards, currentProgressRingMotion,
currentSubmitRiskWarning,
canEditDetailNote, deleteActionLabel, deleteBusy, deleteDialogDescription, deleteDialogOpen,
deleteDialogTitle, deletingAttachmentId, deletingExpenseId, detailNote, detailNoteDirty,
detailNoteEditor, detailNoteEditorView, detailNoteTags, draftBlockingIssues, editingExpenseId, creatingExpense, expenseEditor,
employeeRiskProfile, employeeRiskProfileError, employeeRiskProfileLoading,
expenseItems, expenseTableColumnCount, expenseTotal, expenseUploadInput,
expenseTypeOptions: EXPENSE_TYPE_OPTIONS,
goToNextSubmitRisk, goToPreviousSubmitRisk,
handleAddExpenseItem, handleApproveRequest, handleDeleteRequest, handleExpenseFileChange,
handlePayRequest,
handleReturnRequest, handleSubmit, heroFactItems, isApplicationDocument, isDraftRequest, isEditableRequest, isTravelRequest,
isMajorExpenseRisk,
openAiEntry, openAttachmentPreview, goToNextAttachmentPreview, goToPreviousAttachmentPreview,
profile, progressSteps, request, leaderOpinion, removeExpenseAttachment, removeExpenseItem,
payBusy, payConfirmDialogOpen, profile, progressSteps, request, leaderOpinion, removeExpenseAttachment, removeExpenseItem,
hasLeaderApprovalEvents, leaderApprovalEvents, leaderApprovalReadonlyMeta,
resolveExpenseRiskIndicatorTitle,
resetDetailNote, resolveAttachmentDisplayName, resolveAttachmentPreviewTitle, resolveAttachmentRecognition,
@@ -1857,7 +1951,7 @@ export default {
requiresApprovalOpinion,
riskOverrideReasons, saveDetailNote, savingDetailNote, savingExpenseId,
showAiAdvicePanel, showApplicationLeaderOpinion,
showBudgetAnalysis,
showBudgetAnalysis, showEmployeeRiskProfile,
showExpenseRisk, startExpenseEdit, submitBusy, submitConfirmDialogOpen,
submitRiskWarnings,
triggerExpenseUpload, uploadedExpenseCount, uploadingExpenseId, saveExpenseEdit

2
web/src/views/scripts/auditViewDigitalEmployeeModel.js
View File

@@ -8,6 +8,7 @@ const TASK_TYPE_LABELS = {
weekly_expense_report: '周度费用洞察',
rule_review_digest: '规则待审摘要',
knowledge_index_sync: '知识库归集',
finance_policy_knowledge_organize: '整理公司财务知识制度',
llm_wiki_rule_formation: '知识库归集',
x_financial_callback: '任务回调上报'
}
@@ -19,6 +20,7 @@ const TASK_TYPE_SKILL_CATEGORIES = {
weekly_expense_report: '整理',
rule_review_digest: '升级',
knowledge_index_sync: '积累',
finance_policy_knowledge_organize: '整理',
llm_wiki_rule_formation: '积累',
x_financial_callback: '升级'
}

40
web/src/views/scripts/employeeBankFields.js Normal file
View File

@@ -0,0 +1,40 @@
export function createEmployeeBankFormFields() {
return {
bankAccountName: '',
bankName: '',
bankAccountNo: ''
}
}
export function mapEmployeeBankFormFields(employee) {
return {
bankAccountName: employee?.bankAccountName || '',
bankName: employee?.bankName || '',
bankAccountNo: employee?.bankAccountNo || ''
}
}
export function getEmployeeBankSearchFields(employee) {
return [
employee?.bankAccountName,
employee?.bankName,
employee?.bankAccountNo
]
}
export function appendEmployeeBankUpdatePayload(payload, form, current, normalizeNullableText) {
const nextBankAccountName = normalizeNullableText(form.bankAccountName)
if (nextBankAccountName !== (current.bankAccountName || null)) {
payload.bank_account_name = nextBankAccountName
}
const nextBankName = normalizeNullableText(form.bankName)
if (nextBankName !== (current.bankName || null)) {
payload.bank_name = nextBankName
}
const nextBankAccountNo = normalizeNullableText(form.bankAccountNo)
if (nextBankAccountNo !== (current.bankAccountNo || null)) {
payload.bank_account_no = nextBankAccountNo
}
}

4
web/src/views/scripts/travelReimbursementApplicationLinkModel.js
View File

@@ -20,7 +20,8 @@ const STATUS_LABELS = {
approved: '已审批',
completed: '已完成',
archived: '已归档',
paid: '已入账'
pending_payment: '待付款',
paid: '已付款'
}
const EXPENSE_TYPE_LABELS = {
@@ -291,4 +292,3 @@ export function buildRequiredApplicationMissingText(expenseType) {
'请先切换到申请助手发起相关申请；申请单存在后，再回到报销助手继续。'
].join('\n')
}

11
web/src/views/scripts/travelReimbursementExpenseQueryModel.js
View File

@@ -13,7 +13,8 @@ const EXPENSE_STATUS_LABELS = {
submitted: '已提交',
review: '审批中',
approved: '已审核',
paid: '已入账'
pending_payment: '待付款',
paid: '已付款'
}
const EXPENSE_RISK_LEVEL_LABELS = {
high: '高风险',
@@ -104,7 +105,13 @@ export function resolveExpenseStatusGroup(status) {
if (['submitted', 'review'].includes(normalized)) {
return { key: 'in_progress', label: '审批中' }
}
if (['approved', 'paid'].includes(normalized)) {
if (normalized === 'pending_payment') {
return { key: 'pending_payment', label: '待付款' }
}
if (normalized === 'paid') {
return { key: 'completed', label: '已付款' }
}
if (['approved'].includes(normalized)) {
return { key: 'completed', label: '已完成' }
}
return { key: 'other', label: '其他状态' }

2
web/src/views/scripts/travelReimbursementGuidedFlowModel.js
View File

@@ -82,7 +82,7 @@ export const GUIDED_QUERY_STATUS_OPTIONS = [
{ key: 'pending', label: '审批中', description: '正在流转审批的单据' },
{ key: 'returned', label: '已退回', description: '需要补充或修改的单据' },
{ key: 'archived', label: '已归档', description: '已完成归档的单据' },
{ key: 'completed', label: '已完成', description: '已审核完成或已入账的单据' }
{ key: 'completed', label: '已完成', description: '已审核完成或已付款的单据' }
]
const NO_ATTACHMENT_TEXT_PATTERN = /^(稍后|暂不|不用|没有|待上传|后面|后续|先不|以票据为准)/u

12
web/src/views/scripts/travelRequestDetailExpenseModel.js
View File

@@ -159,10 +159,13 @@ export function resolveExpenseDescriptionDetail(itemType, itemLocation) {
}
export function buildFallbackProgressSteps(requestModel = {}) {
const node = String(requestModel?.node || requestModel?.workflowNode || requestModel?.approvalStage || '').trim()
const approvalKey = String(requestModel?.approvalKey || '').trim()
const pendingPayment = approvalKey === 'pending_payment' || /待付款/.test(node)
const paid = /已付款/.test(node)
const completed = approvalKey === 'completed' || paid || /审批完成|申请完成|已完成/.test(node)
if (isApplicationDocumentRequest(requestModel)) {
const node = String(requestModel?.node || requestModel?.workflowNode || requestModel?.approvalStage || '').trim()
const approvalKey = String(requestModel?.approvalKey || '').trim()
const completed = approvalKey === 'completed' || /审批完成|申请完成|已完成/.test(node)
const inLeaderApproval = approvalKey === 'in_progress' || /直属领导|领导审批|审批中/.test(node)
return [
@@ -199,7 +202,8 @@ export function buildFallbackProgressSteps(requestModel = {}) {
{ index: 3, label: 'AI预审', time: '待处理' },
{ index: 4, label: '直属领导审批', time: '待处理' },
{ index: 5, label: '财务审批', time: '待处理' },
{ index: 6, label: '归档入账', time: '待处理' }
{ index: 6, label: '待付款', time: pendingPayment ? '进行中' : completed ? '已完成' : '待处理', done: completed, active: pendingPayment || completed, current: pendingPayment },
{ index: 7, label: '已付款', time: paid || completed ? '已完成' : '待处理', done: paid || completed, active: paid || completed, current: false }
]
}

98
web/src/views/scripts/travelRequestDetailPaymentFlow.js Normal file
View File

@@ -0,0 +1,98 @@
import { computed, ref } from 'vue'
import { payExpenseClaim } from '../../services/reimbursements.js'
import {
canManageExpenseClaims,
isFinanceUser
} from '../../utils/accessControl.js'
export function useTravelRequestPaymentFlow({
request,
currentUser,
isApplicationDocument,
isCurrentApplicant,
toast,
emit
}) {
const payBusy = ref(false)
const payConfirmDialogOpen = ref(false)
const isPendingPaymentStage = computed(() => {
const node = String(request.value.node || request.value.approvalStage || '').trim()
return (
!isApplicationDocument.value
&& Boolean(request.value.claimId)
&& (
request.value.approvalKey === 'pending_payment'
|| String(request.value.status || '').trim().toLowerCase() === 'pending_payment'
|| node === '待付款'
)
)
})
const canPayRequest = computed(() =>
isPendingPaymentStage.value
&& !isCurrentApplicant.value
&& (
isFinanceUser(currentUser.value)
|| canManageExpenseClaims(currentUser.value)
)
)
function handlePayRequest() {
if (!request.value.claimId) {
toast('当前单据缺少 claimId，暂时无法确认付款。')
return
}
if (!canPayRequest.value) {
toast('只有待付款状态的报销单可以确认付款。')
return
}
payConfirmDialogOpen.value = true
}
function closePayConfirmDialog() {
if (payBusy.value) {
return
}
payConfirmDialogOpen.value = false
}
async function confirmPayRequest() {
if (!request.value.claimId) {
toast('当前单据缺少 claimId，暂时无法确认付款。')
payConfirmDialogOpen.value = false
return
}
if (!canPayRequest.value) {
toast('只有待付款状态的报销单可以确认付款。')
payConfirmDialogOpen.value = false
return
}
payBusy.value = true
try {
await payExpenseClaim(request.value.claimId)
payConfirmDialogOpen.value = false
toast(`${request.value.id} 已确认付款。`)
emit('request-updated', { claimId: request.value.claimId })
} catch (error) {
toast(error?.message || '确认付款失败，请稍后重试。')
} finally {
payBusy.value = false
}
}
return {
canPayRequest,
closePayConfirmDialog,
confirmPayRequest,
handlePayRequest,
payBusy,
payConfirmDialogOpen
}
}