feat: 扩展风险规则体系、审批动态路由与预算中心列表化改造

- 新增 25+ 条风险规则（预算/报销/申请/通用类），完善风险规则模拟与反馈发布机制 - 引入费用审批动态路由、平台风险分级、预审与风险阶段管理 - 预算中心列表化改造，优化票据夹仪表盘与数字员工工作看板 - 新增 Hermes 风险线索收集器、Agent 链路追踪中心 - 扩展数字员工能力库（18 个领域 Skill）与交通费用自动预估 - 完善报销申请快速预览、权限控制与前端测试覆盖
2026-06-01 17:07:14 +08:00
parent 7989f3a159
commit 92444e7eae
285 changed files with 25075 additions and 2986 deletions
--- a/server/src/app/api/v1/endpoints/agent_asset_risk_rules.py
+++ b/server/src/app/api/v1/endpoints/agent_asset_risk_rules.py
@@ -2,21 +2,29 @@ from __future__ import annotations

 from typing import Annotated, NoReturn

-from fastapi import APIRouter, Depends, Header, HTTPException, status
+from fastapi import APIRouter, Depends, Header, HTTPException, Query, status
 from sqlalchemy.orm import Session

 from app.api.deps import (
    CurrentUserContext,
+    get_current_user,
    get_db,
    require_rule_editor_user,
+    require_rule_reviewer_user,
 )
 from app.schemas.agent_asset import (
    AgentAssetRead,
    AgentAssetRiskRuleDraftUpdate,
+    AgentAssetRiskRuleFeedbackCreate,
+    AgentAssetRiskRuleFeedbackRead,
+    AgentAssetRiskRuleRegenerateRequest,
    AgentAssetRiskRuleRevisionCreate,
+    AgentAssetRiskRuleTemplateGroupRead,
 )
+from app.services.agent_asset_risk_rule_regeneration import AgentAssetRiskRuleRegenerationService
 from app.services.agent_asset_risk_rule_revision import AgentAssetRiskRuleRevisionService
 from app.services.agent_assets import AgentAssetService
+from app.services.risk_rule_template_catalog import list_risk_rule_template_groups

 router = APIRouter(prefix="/agent-assets")
 DbSession = Annotated[Session, Depends(get_db)]
@@ -29,6 +37,8 @@ RequestIdHeader = Annotated[
    Header(description="外部请求 ID，用于串联审计日志和上游调用链。"),
 ]
 RuleEditorUser = Annotated[CurrentUserContext, Depends(require_rule_editor_user)]
+RuleReviewerUser = Annotated[CurrentUserContext, Depends(require_rule_reviewer_user)]
+CurrentUser = Annotated[CurrentUserContext, Depends(get_current_user)]


 def _handle_asset_error(exc: Exception) -> NoReturn:
@@ -50,6 +60,16 @@ def _read_asset(db: Session, asset_id: str) -> AgentAssetRead:
    return asset


+@router.get(
+    "/risk-rules/templates",
+    response_model=list[AgentAssetRiskRuleTemplateGroupRead],
+    summary="查询常见费控风险规则模板",
+    description="返回模板分组、默认自然语言、字段清单和 DSL 样例；模板只用于预填，不绕过通用生成链路。",
+)
+def list_risk_rule_templates(_: CurrentUser) -> list[AgentAssetRiskRuleTemplateGroupRead]:
+    return list_risk_rule_template_groups()
+
+
@router.patch(
    "/{asset_id}/risk-rules/draft",
    response_model=AgentAssetRead,
@@ -101,3 +121,80 @@ def create_risk_rule_revision(
        return _read_asset(db, asset_id)
    except Exception as exc:
        _handle_asset_error(exc)
+
+
+@router.post(
+    "/{asset_id}/risk-rules/regenerate",
+    response_model=AgentAssetRead,
+    summary="重新生成风险规则执行模板",
+    description="把未上线草稿或已上线规则的修订草稿重新解释为 DSL、流程图、风险评分和业务说明。",
+)
+def regenerate_risk_rule(
+    asset_id: str,
+    payload: AgentAssetRiskRuleRegenerateRequest,
+    current_user: RuleEditorUser,
+    db: DbSession,
+    x_actor: ActorHeader = None,
+    x_request_id: RequestIdHeader = None,
+) -> AgentAssetRead:
+    try:
+        AgentAssetRiskRuleRegenerationService(db).regenerate(
+            asset_id,
+            payload,
+            actor=_actor_name(current_user, x_actor),
+            request_id=x_request_id,
+        )
+        return _read_asset(db, asset_id)
+    except Exception as exc:
+        _handle_asset_error(exc)
+
+
+@router.post(
+    "/{asset_id}/risk-rules/feedback",
+    response_model=AgentAssetRiskRuleFeedbackRead,
+    status_code=status.HTTP_201_CREATED,
+    summary="提交风险规则误判或漏判反馈",
+    description="普通用户可提交规则误判、漏判或改进反馈；该接口只记录反馈，不直接修改规则。",
+)
+def create_risk_rule_feedback(
+    asset_id: str,
+    payload: AgentAssetRiskRuleFeedbackCreate,
+    current_user: CurrentUser,
+    db: DbSession,
+    x_actor: ActorHeader = None,
+    x_request_id: RequestIdHeader = None,
+) -> AgentAssetRiskRuleFeedbackRead:
+    try:
+        return AgentAssetService(db).create_risk_rule_feedback(
+            asset_id,
+            payload,
+            actor=_actor_name(current_user, x_actor),
+            request_id=x_request_id,
+        )
+    except Exception as exc:
+        _handle_asset_error(exc)
+
+
+@router.get(
+    "/{asset_id}/risk-rules/feedback",
+    response_model=list[AgentAssetRiskRuleFeedbackRead],
+    summary="查询风险规则反馈记录",
+    description="高级财务人员或 admin 管理员查看指定风险规则的误判、漏判和改进反馈记录。",
+)
+def list_risk_rule_feedback(
+    asset_id: str,
+    _: RuleReviewerUser,
+    db: DbSession,
+    version: Annotated[str | None, Query(max_length=30)] = None,
+    status_value: Annotated[str | None, Query(alias="status", max_length=30)] = None,
+    limit: Annotated[int, Query(ge=1, le=200)] = 50,
+) -> list[AgentAssetRiskRuleFeedbackRead]:
+    try:
+        return AgentAssetService(db).list_risk_rule_feedback(
+            asset_id,
+            version=version,
+            status=status_value,
+            limit=limit,
+        )
+    except Exception as exc:
+        _handle_asset_error(exc)
--- a/server/src/app/api/v1/endpoints/agent_traces.py
+++ b/server/src/app/api/v1/endpoints/agent_traces.py
@@ -0,0 +1,84 @@
+from __future__ import annotations
+
+from typing import Annotated
+
+from fastapi import APIRouter, Depends, HTTPException, Query, status
+from sqlalchemy.orm import Session
+
+from app.api.deps import get_db, require_admin_user
+from app.schemas.agent_trace import (
+    AgentConversationTraceRead,
+    AgentTraceDetailRead,
+    AgentTraceListItem,
+)
+from app.schemas.common import ErrorResponse
+from app.services.agent_traces import AgentTraceService
+
+router = APIRouter(prefix="/agent-traces")
+DbSession = Annotated[Session, Depends(get_db)]
+
+
+@router.get(
+    "",
+    response_model=list[AgentTraceListItem],
+    summary="查询 Agent Trace 列表",
+    description="按 Agent、状态、来源、会话或关键字查询 Agent 链路追踪记录。",
+)
+def list_agent_traces(
+    db: DbSession,
+    _: Annotated[object, Depends(require_admin_user)],
+    agent: Annotated[str | None, Query(description="Agent 名称过滤。")] = None,
+    status_value: Annotated[
+        str | None,
+        Query(alias="status", description="运行状态过滤。"),
+    ] = None,
+    source: Annotated[str | None, Query(description="运行来源过滤。")] = None,
+    conversation_id: Annotated[str | None, Query(description="会话 ID 过滤。")] = None,
+    keyword: Annotated[str | None, Query(description="Run ID、摘要或语义关键字。")] = None,
+    limit: Annotated[int, Query(ge=1, le=100, description="返回记录上限。")] = 30,
+) -> list[AgentTraceListItem]:
+    return AgentTraceService(db).list_traces(
+        agent=agent,
+        status=status_value,
+        source=source,
+        conversation_id=conversation_id,
+        keyword=keyword,
+        limit=limit,
+    )
+
+
+@router.get(
+    "/conversations/{conversation_id}",
+    response_model=AgentConversationTraceRead,
+    summary="读取会话 Agent Trace",
+    description="按 `conversation_id` 返回该会话下多轮运行的 trace 详情。",
+)
+def get_conversation_trace(
+    conversation_id: str,
+    db: DbSession,
+    _: Annotated[object, Depends(require_admin_user)],
+) -> AgentConversationTraceRead:
+    return AgentTraceService(db).get_conversation_trace(conversation_id)
+
+
+@router.get(
+    "/{run_id}",
+    response_model=AgentTraceDetailRead,
+    summary="读取单次 Agent Trace",
+    description="按 `run_id` 返回运行摘要、事件时间线、语义解析、工具调用和关联会话消息。",
+    responses={
+        status.HTTP_404_NOT_FOUND: {
+            "model": ErrorResponse,
+            "description": "Trace 运行记录不存在。",
+        }
+    },
+)
+def get_agent_trace(
+    run_id: str,
+    db: DbSession,
+    _: Annotated[object, Depends(require_admin_user)],
+) -> AgentTraceDetailRead:
+    trace = AgentTraceService(db).get_trace(run_id)
+    if trace is None:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Agent trace not found")
+    return trace
--- a/server/src/app/api/v1/endpoints/analytics.py
+++ b/server/src/app/api/v1/endpoints/analytics.py
@@ -7,8 +7,10 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy.orm import Session

 from app.api.deps import get_db
+from app.schemas.digital_employee_dashboard import DigitalEmployeeDashboardRead
 from app.schemas.finance_dashboard import FinanceDashboardRead
 from app.schemas.system_dashboard import SystemDashboardRead
+from app.services.digital_employee_dashboard import DigitalEmployeeDashboardService
 from app.services.finance_dashboard import FinanceDashboardService
 from app.services.system_dashboard import SystemDashboardService

@@ -32,6 +34,26 @@ def get_system_dashboard(
    return SystemDashboardService(db).build_dashboard(days=days)


+@router.get(
+    "/digital-employee-dashboard",
+    response_model=DigitalEmployeeDashboardRead,
+    summary="查询数字员工工作看板",
+    description="基于数字员工运行记录和工具调用结果聚合每日工作、技能类型、业务产出和近期执行明细。",
+)
+def get_digital_employee_dashboard(
+    db: DbSession,
+    days: Annotated[
+        int,
+        Query(ge=1, le=30, description="统计窗口天数。"),
+    ] = 7,
+    limit: Annotated[
+        int,
+        Query(ge=1, le=1000, description="窗口内最多读取的运行记录数。"),
+    ] = 300,
+) -> DigitalEmployeeDashboardRead:
+    return DigitalEmployeeDashboardService(db).build_dashboard(days=days, limit=limit)
+
+
@router.get(
    "/finance-dashboard",
    response_model=FinanceDashboardRead,
--- a/server/src/app/api/v1/endpoints/auth.py
+++ b/server/src/app/api/v1/endpoints/auth.py
@@ -5,8 +5,9 @@ from typing import Annotated
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.orm import Session

-from app.api.deps import get_db
+from app.api.deps import CurrentUserContext, get_current_user, get_db
 from app.schemas.auth import (
+    AuthUserRead,
    LoginRequest,
    LoginResponse,
    SessionFinishRequest,
@@ -39,6 +40,42 @@ def login(payload: LoginRequest, db: DbSession) -> LoginResponse:
        raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail=str(exc)) from exc


+@router.get(
+    "/me",
+    response_model=AuthUserRead,
+    summary="读取当前登录用户",
+    description="根据当前会话请求头刷新前端登录态中的员工姓名、部门、岗位和职级。",
+)
+def get_current_auth_user(
+    current_user: Annotated[CurrentUserContext, Depends(get_current_user)],
+    db: DbSession,
+) -> AuthUserRead:
+    user = AuthService(db).get_user_snapshot(current_user.username)
+    if user is not None:
+        return user
+
+    if current_user.is_admin:
+        name = current_user.name or current_user.username or "系统管理员"
+        return AuthUserRead(
+            username=current_user.username or name,
+            name=name,
+            role="管理员",
+            department=current_user.department_name,
+            departmentName=current_user.department_name,
+            position=current_user.position or "系统管理员",
+            grade=current_user.grade,
+            employeeNo=current_user.employee_no,
+            managerName=current_user.manager_name,
+            costCenter=current_user.cost_center,
+            roleCodes=current_user.role_codes or ["manager"],
+            email=current_user.username if "@" in current_user.username else f"{current_user.username}@local",
+            avatar=name[:1].upper(),
+            isAdmin=True,
+        )
+
+    raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail="当前登录用户不存在或已停用")
+
+
@router.post(
    "/sessions/{session_id}/finish",
    response_model=SessionFinishResponse,
--- a/server/src/app/api/v1/endpoints/reimbursements.py
+++ b/server/src/app/api/v1/endpoints/reimbursements.py
@@ -545,6 +545,34 @@ def delete_expense_claim_item_attachment(
    return ExpenseClaimAttachmentActionResponse(**payload)


+@router.post(
+    "/claims/{claim_id}/pre-review",
+    response_model=ExpenseClaimRead,
+    summary="执行报销单 AI 预审",
+    description="只执行 AI 预审并回写风险结果，不提交到审批流程。",
+    responses={
+        status.HTTP_404_NOT_FOUND: {
+            "model": ErrorResponse,
+            "description": "报销单不存在。",
+        },
+        status.HTTP_400_BAD_REQUEST: {
+            "model": ErrorResponse,
+            "description": "草稿信息不完整或状态不允许预审。",
+        },
+    },
+)
+def pre_review_expense_claim(claim_id: str, db: DbSession, current_user: CurrentUser) -> ExpenseClaimRead:
+    service = ExpenseClaimService(db)
+    try:
+        claim = service.pre_review_claim(claim_id, current_user)
+    except ValueError as error:
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(error)) from error
+
+    if claim is None:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Claim not found")
+    return claim
+
+
@router.post(
    "/claims/{claim_id}/submit",
    response_model=ExpenseClaimRead,
--- a/server/src/app/api/v1/router.py
+++ b/server/src/app/api/v1/router.py
@@ -4,6 +4,7 @@ from app.api.v1.endpoints.agent_asset_risk_rules import router as agent_asset_ri
 from app.api.v1.endpoints.agent_assets import router as agent_assets_router
 from app.api.v1.endpoints.agent_feedback import router as agent_feedback_router
 from app.api.v1.endpoints.agent_runs import router as agent_runs_router
+from app.api.v1.endpoints.agent_traces import router as agent_traces_router
 from app.api.v1.endpoints.analytics import router as analytics_router
 from app.api.v1.endpoints.audit_logs import router as audit_logs_router
 from app.api.v1.endpoints.auth import router as auth_router
@@ -31,6 +32,7 @@ router.include_router(agent_assets_router, tags=["agent-assets"])
 router.include_router(agent_asset_risk_rules_router, tags=["agent-assets"])
 router.include_router(agent_feedback_router, tags=["agent-feedback"])
 router.include_router(agent_runs_router, tags=["agent-runs"])
+router.include_router(agent_traces_router, tags=["agent-traces"])
 router.include_router(analytics_router, tags=["analytics"])
 router.include_router(audit_logs_router, tags=["audit-logs"])
 router.include_router(knowledge_router, tags=["knowledge"])