feat(expense): add persistent zero-entry receipt association
This commit is contained in:
caoxiaozhu
@@ -1,31 +1,21 @@
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from __future__ import annotations
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import json
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import re
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import shutil
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import uuid
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from collections.abc import Callable
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from collections import defaultdict
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from datetime import UTC, date, datetime, timedelta
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from datetime import UTC, datetime
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from decimal import Decimal, InvalidOperation
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from pathlib import Path
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from types import SimpleNamespace
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from typing import Any
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from sqlalchemy import delete, func, or_, select
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from sqlalchemy import inspect as sqlalchemy_inspect
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from sqlalchemy.exc import IntegrityError
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from sqlalchemy import delete, select
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from sqlalchemy.orm import Session, selectinload
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from app.api.deps import CurrentUserContext
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from app.core.agent_enums import AgentAssetDomain, AgentAssetStatus, AgentAssetType
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from app.models.agent_asset import AgentAsset
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from app.models.employee import Employee
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from app.models.expense_case import BusinessEvent
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from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
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from app.models.hermes_report import HermesRiskReport
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from app.models.risk_observation import RiskObservation, RiskObservationFeedback
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from app.schemas.ontology import OntologyEntity, OntologyParseResult
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from app.schemas.reimbursement import (
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ExpenseClaimItemCreate,
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ExpenseClaimItemUpdate,
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@@ -33,114 +23,40 @@ from app.schemas.reimbursement import (
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ExpenseClaimUpdate,
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TravelReimbursementCalculatorRequest,
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)
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from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
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from app.services.agent_asset_spreadsheet import RISK_RULES_LIBRARY
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from app.services.agent_foundation import AgentFoundationService
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from app.services.audit import AuditLogService
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from app.services.document_intelligence import build_document_insight
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from app.services.document_numbering import is_application_claim_no
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from app.services.budget_types import BudgetControlError
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from app.services.document_numbering import is_application_claim_no
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from app.services.expense_cases import ExpenseCaseService
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from app.services.expense_claim_access_policy import ExpenseClaimAccessPolicy
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from app.services.expense_claim_application_handoff import ExpenseClaimApplicationHandoffMixin
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from app.services.expense_claim_approval_flow import ExpenseClaimApprovalFlowMixin
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from app.services.expense_claim_approval_routing import ExpenseClaimApprovalRoutingMixin
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from app.services.expense_claim_attachment_presentation import ExpenseClaimAttachmentPresentation
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from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
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from app.services.expense_claim_application_handoff import ExpenseClaimApplicationHandoffMixin
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from app.services.expense_claim_attachment_analysis import ExpenseClaimAttachmentAnalysisMixin
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from app.services.expense_claim_attachment_document import ExpenseClaimAttachmentDocumentMixin
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from app.services.expense_claim_attachment_operations import ExpenseClaimAttachmentOperationsMixin
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from app.services.expense_claim_attachment_presentation import ExpenseClaimAttachmentPresentation
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from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
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from app.services.expense_claim_budget_flow import ExpenseClaimBudgetFlowMixin
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from app.services.expense_claim_workflow_constants import DIRECT_MANAGER_APPROVAL_STAGE
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from app.services.expense_claim_workflow_repair import ExpenseClaimWorkflowRepairMixin
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from app.services.expense_claim_constants import (
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RETURN_REASON_OPTIONS,
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STANDARD_ADJUSTMENT_RISK_SOURCE,
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)
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from app.services.expense_claim_document_item_builder import ExpenseClaimDocumentItemBuilderMixin
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from app.services.expense_claim_document_parsing import ExpenseClaimDocumentParsingMixin
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from app.services.expense_claim_draft_flow import ExpenseClaimDraftFlowMixin
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from app.services.expense_claim_draft_persistence import ExpenseClaimDraftPersistenceMixin
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from app.services.expense_claim_errors import ExpenseClaimSubmissionBlockedError
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from app.services.expense_claim_ontology_resolvers import ExpenseClaimOntologyResolverMixin
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from app.services.expense_claim_pagination import ExpenseClaimPaginationMixin
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from app.services.expense_claim_pre_review import ExpenseClaimPreReviewMixin
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from app.services.expense_claim_ontology_resolvers import ExpenseClaimOntologyResolverMixin
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from app.services.expense_claim_read_model import ExpenseClaimReadModelMixin
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from app.services.expense_claim_risk_flags import dedupe_claim_risk_flags
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from app.services.expense_claim_risk_stage import with_risk_business_stage
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from app.services.expense_claim_review_preview import ExpenseClaimReviewPreviewMixin
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from app.services.receipt_folder import ReceiptFolderService
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from app.services.expense_claim_constants import (
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EXPENSE_TYPE_LABELS,
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MAX_DRAFT_CLAIMS_PER_USER,
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EDITABLE_CLAIM_STATUSES,
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SYSTEM_GENERATED_ITEM_TYPES,
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TRAVEL_DETAIL_ITEM_TYPES,
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TRAVEL_ALLOWANCE_TRIGGER_ITEM_TYPES,
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DOCUMENT_TYPE_ITEM_TYPE_MAP,
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DOCUMENT_TYPE_SCENE_MAP,
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DOCUMENT_FACT_ITEM_TYPES,
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ROUTE_DESCRIPTION_ITEM_TYPES,
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DOCUMENT_TRIP_DATE_LABELS,
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DOCUMENT_TRIP_DATE_REQUIREMENT_LABELS,
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DOCUMENT_TRIP_DATE_KEYS,
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DOCUMENT_GENERIC_DATE_KEYS,
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DOCUMENT_INVOICE_DATE_KEYS,
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DOCUMENT_TRIP_DATE_LABEL_TOKENS,
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DOCUMENT_GENERIC_DATE_LABEL_TOKENS,
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DOCUMENT_INVOICE_DATE_LABEL_TOKENS,
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DOCUMENT_ROUTE_FORMAT_PATTERN,
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DOCUMENT_ROUTE_TEXT_PATTERN,
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DOCUMENT_ROUTE_ORIGIN_LABELS,
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DOCUMENT_ROUTE_DESTINATION_LABELS,
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GENERIC_ATTACHMENT_BACKFILL_ITEM_TYPES,
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LOCATION_REQUIRED_EXPENSE_TYPES,
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EXPENSE_SCENE_KEYWORDS,
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EXPENSE_TYPE_ALLOWED_DOCUMENT_SCENES,
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DOCUMENT_SCENE_LABELS,
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DOCUMENT_ASSOCIATION_REVIEW_ACTIONS,
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PERSISTENT_EXPENSE_REVIEW_ACTIONS,
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RETURN_REASON_OPTIONS,
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MAX_CLAIM_NO_RETRY_ATTEMPTS,
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DOCUMENT_DATE_PATTERN,
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SYSTEM_GENERATED_REASON_PREFIXES,
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LEADING_REASON_TIME_PATTERNS,
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AI_REVIEW_LOOKBACK_DAYS,
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AI_REVIEW_REPEAT_RISK_WARNING_COUNT,
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AI_REVIEW_REPEAT_RISK_BLOCK_COUNT,
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TRAVEL_REVIEW_RELEVANT_EXPENSE_TYPES,
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TRAVEL_REVIEW_LONG_DISTANCE_DOCUMENT_TYPES,
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TRAVEL_POLICY_CITY_TIERS,
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TRAVEL_POLICY_CITY_MATCH_ORDER,
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TRAVEL_POLICY_BAND_LABELS,
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TRAVEL_POLICY_HOTEL_LIMITS,
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TRAVEL_POLICY_ALLOWED_TRANSPORT_LEVELS,
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TRAVEL_POLICY_ROUTE_EXCEPTION_KEYWORDS,
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TRAVEL_POLICY_STANDARD_EXCEPTION_KEYWORDS,
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TRAVEL_POLICY_FLIGHT_CLASS_PATTERNS,
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TRAVEL_POLICY_TRAIN_CLASS_PATTERNS,
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TRAVEL_POLICY_HOTEL_NIGHT_PATTERN,
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STANDARD_ADJUSTMENT_RISK_SOURCE,
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)
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from app.services.expense_cases import ExpenseCaseService
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from app.services.expense_claim_risk_flags import dedupe_claim_risk_flags
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from app.services.expense_claim_risk_review import ExpenseClaimRiskReviewMixin
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from app.services.expense_amounts import (
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extract_amount_candidates,
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format_decimal_amount,
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is_amount_match_date_fragment,
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is_date_like_amount_candidate,
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is_probable_year_amount,
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parse_document_amount_value,
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parse_plain_document_amount_value,
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resolve_document_field_amount,
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resolve_document_item_amount,
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resolve_document_text_amount,
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)
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from app.services.expense_rule_runtime import (
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DEFAULT_SCENE_RULE_ASSET_CODE,
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ExpenseRuleRuntimeService,
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RuntimeTravelPolicy,
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build_default_expense_rule_catalog,
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resolve_document_type_label,
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)
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from app.services.ocr import OcrService
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from app.services.expense_claim_risk_stage import with_risk_business_stage
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from app.services.expense_claim_workflow_constants import DIRECT_MANAGER_APPROVAL_STAGE
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from app.services.expense_claim_workflow_repair import ExpenseClaimWorkflowRepairMixin
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from app.services.receipt_folder import ReceiptFolderService
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class ExpenseClaimStandardAdjustmentMixin:
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@@ -260,7 +176,9 @@ class ExpenseClaimStandardAdjustmentMixin:
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return None
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try:
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from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
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from app.services.travel_reimbursement_calculator import (
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TravelReimbursementCalculatorService,
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)
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result = TravelReimbursementCalculatorService(self.db).calculate(
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TravelReimbursementCalculatorRequest(
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@@ -473,6 +391,9 @@ class ExpenseClaimItemActionMixin:
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claim_id: str,
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payload: ExpenseClaimItemCreate | None,
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current_user: CurrentUserContext,
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commit: bool = True,
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write_audit: bool = True,
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refresh_pre_review: bool = True,
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) -> ExpenseClaim | None:
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claim = self.get_claim(claim_id, current_user)
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if claim is None:
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@@ -507,18 +428,23 @@ class ExpenseClaimItemActionMixin:
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self.db.add(item)
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self._sync_claim_from_items(claim)
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self._refresh_claim_pre_review_flags(claim, is_application_claim=False)
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self.db.commit()
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self.db.refresh(claim)
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if refresh_pre_review:
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self._refresh_claim_pre_review_flags(claim, is_application_claim=False)
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if commit:
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self.db.commit()
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self.db.refresh(claim)
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else:
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self.db.flush()
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self.audit_service.log_action(
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actor=current_user.name or current_user.username,
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action="expense_claim.item_create",
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resource_type="expense_claim",
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resource_id=claim.id,
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before_json=before_json,
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after_json=self._serialize_claim(claim),
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)
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if write_audit:
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self.audit_service.log_action(
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actor=current_user.name or current_user.username,
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action="expense_claim.item_create",
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resource_type="expense_claim",
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resource_id=claim.id,
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before_json=before_json,
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after_json=self._serialize_claim(claim),
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)
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return claim
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