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feat: add employee management, backend health check, and UI improvements

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DESKTOP-72TV0V4\caoxiaozhu
2026-05-07 11:50:10 +08:00
parent a5db09f41e
commit c00db75c13
59 changed files with 3926 additions and 5796 deletions
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437
server/src/app/services/employee.py
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@@ -1,34 +1,445 @@
from __future__ import annotations
from collections import Counter
from datetime import date, datetime
from typing import Any
from sqlalchemy.orm import Session
from app.core.config import get_settings
from app.core.logging import get_logger
from app.db.base import Base
from app.db.session import get_session_factory
from app.models.employee import Employee
from app.models.employee_change_log import EmployeeChangeLog
from app.models.organization import OrganizationUnit
from app.models.role import Role
from app.repositories.employee import EmployeeRepository
from app.schemas.employee import EmployeeCreate
from app.schemas.employee import (
EmployeeCreate,
EmployeeHistoryRead,
EmployeeMetaRead,
EmployeeOrganizationRead,
EmployeeRead,
EmployeeRoleOptionRead,
EmployeeStatusSummaryRead,
)
from app.services.employee_seed import (
EMPLOYEE_DEFINITIONS,
ORGANIZATION_DEFINITIONS,
ROLE_DEFINITIONS,
ROLE_DISPLAY_ORDER,
ROLE_PERMISSION_MAP,
)
logger = get_logger("app.services.employee")
STATUS_TONE_MAP = {
"在职": "success",
"试用中": "warning",
"停用": "neutral",
}
STATUS_ORDER = ["全部员工", "在职", "试用中", "停用"]
SEEDED_EMPLOYEE_DEFINITIONS = EMPLOYEE_DEFINITIONS[:30]
EXTRA_SEED_EMPLOYEE_NOS = {item["employee_no"] for item in EMPLOYEE_DEFINITIONS[30:]}
def prepare_employee_directory() -> None:
settings = get_settings()
if not settings.setup_completed:
logger.info("Employee directory bootstrap skipped because setup is incomplete")
return
session_factory = get_session_factory()
with session_factory() as db:
EmployeeService(db).ensure_directory_ready()
class EmployeeService:
def __init__(self, db: Session) -> None:
self.db = db
self.repository = EmployeeRepository(db)
def list_employees(self) -> list[Employee]:
employees = self.repository.list()
logger.info("Listed employees (count=%d)", len(employees))
return employees
def ensure_directory_ready(self) -> None:
try:
Base.metadata.create_all(bind=self.db.get_bind())
self._prune_extra_seed_employees()
self._seed_roles()
self._seed_organization_units()
self._seed_employees()
self.db.commit()
except Exception:
self.db.rollback()
logger.exception("Failed to prepare employee directory")
raise
def get_employee(self, employee_id: str) -> Employee | None:
def list_employees(self, status: str | None = None, keyword: str | None = None) -> list[EmployeeRead]:
self.ensure_directory_ready()
employees = self.repository.list(status=status, keyword=keyword)
logger.info("Listed employees (count=%d, status=%s, keyword=%s)", len(employees), status, keyword)
return [self._serialize_employee(item) for item in employees]
def get_employee(self, employee_id: str) -> EmployeeRead | None:
self.ensure_directory_ready()
employee = self.repository.get(employee_id)
if employee:
logger.info("Fetched employee id=%s name=%s", employee_id, employee.name)
else:
if employee is None:
logger.warning("Employee not found id=%s", employee_id)
return employee
return None
logger.info("Fetched employee id=%s name=%s", employee_id, employee.name)
return self._serialize_employee(employee)
def get_employee_meta(self) -> EmployeeMetaRead:
self.ensure_directory_ready()
employees = self.repository.list()
status_counter = Counter(item.employment_status for item in employees)
status_summary = [
EmployeeStatusSummaryRead(
id=status,
label=status,
count=len(employees) if status == "全部员工" else status_counter.get(status, 0),
)
for status in STATUS_ORDER
]
role_options = [
EmployeeRoleOptionRead(
id=role.role_code,
code=role.role_code,
label=role.name,
desc=role.description,
permissions=list(ROLE_PERMISSION_MAP.get(role.role_code, [])),
)
for role in self._sorted_roles(self.repository.list_roles())
]
return EmployeeMetaRead(
totalEmployees=len(employees),
statusSummary=status_summary,
roleOptions=role_options,
)
def create_employee(self, payload: EmployeeCreate) -> EmployeeRead:
self.ensure_directory_ready()
if self.repository.get_by_employee_no(payload.employee_no):
raise ValueError(f"员工编号 {payload.employee_no} 已存在")
if self.repository.get_by_email(str(payload.email)):
raise ValueError(f"邮箱 {payload.email} 已存在")
employee = Employee(
employee_no=payload.employee_no,
name=payload.name,
email=str(payload.email),
gender=payload.gender,
birth_date=payload.parsed_birth_date(),
phone=payload.phone,
join_date=payload.parsed_join_date(),
location=payload.location,
position=payload.position,
grade=payload.grade,
cost_center=payload.cost_center,
finance_owner_name=payload.finance_owner_name,
employment_status=payload.employment_status,
sync_state=payload.sync_state,
spotlight=payload.spotlight,
last_sync_at=datetime.now(),
)
if payload.organization_unit_code:
employee.organization_unit = self.repository.get_organization_by_code(payload.organization_unit_code)
if payload.manager_employee_no:
employee.manager = self.repository.get_by_employee_no(payload.manager_employee_no)
roles = [
role
for code in payload.role_codes
if (role := self.repository.get_role_by_code(code)) is not None
]
employee.roles = self._sorted_roles(roles)
def create_employee(self, payload: EmployeeCreate) -> Employee:
employee = Employee(**payload.model_dump())
created = self.repository.create(employee)
logger.info(
"Created employee id=%s no=%s name=%s", created.id, created.employee_no, created.name
)
return created
hydrated = self.repository.get(created.id)
return self._serialize_employee(hydrated or created)
def _seed_roles(self) -> None:
existing_by_code = {role.role_code: role for role in self.repository.list_roles()}
for definition in ROLE_DEFINITIONS:
role = existing_by_code.get(definition["role_code"])
if role is None:
role = Role(
role_code=definition["role_code"],
name=definition["name"],
description=definition["description"],
)
self.db.add(role)
existing_by_code[role.role_code] = role
self.db.flush()
def _seed_organization_units(self) -> None:
existing_by_code = {
unit.unit_code: unit for unit in self.repository.list_organization_units()
}
for definition in ORGANIZATION_DEFINITIONS:
organization = existing_by_code.get(definition["unit_code"])
if organization is None:
organization = OrganizationUnit(
unit_code=definition["unit_code"],
name=definition["name"],
unit_type=definition["unit_type"],
cost_center=definition.get("cost_center"),
location=definition.get("location"),
manager_name=definition.get("manager_name"),
)
self.db.add(organization)
existing_by_code[organization.unit_code] = organization
self.db.flush()
for definition in ORGANIZATION_DEFINITIONS:
parent_code = definition.get("parent_code")
if not parent_code:
continue
organization = existing_by_code[definition["unit_code"]]
if organization.parent_id:
continue
parent = existing_by_code.get(parent_code)
if parent is not None:
organization.parent = parent
self.db.flush()
def _seed_employees(self) -> None:
employees_by_no = {
employee.employee_no: employee for employee in self.repository.list()
}
roles_by_code = {role.role_code: role for role in self.repository.list_roles()}
organizations_by_code = {
unit.unit_code: unit for unit in self.repository.list_organization_units()
}
for definition in SEEDED_EMPLOYEE_DEFINITIONS:
employee_no = definition["employee_no"]
if employee_no in employees_by_no:
continue
employee = Employee(
employee_no=employee_no,
name=definition["name"],
email=definition["email"],
gender=definition.get("gender"),
birth_date=self._parse_date(definition.get("birth_date")),
phone=definition.get("phone"),
join_date=self._parse_date(definition.get("join_date")),
location=definition.get("location"),
position=definition.get("position", "员工"),
grade=definition.get("grade", "P3"),
cost_center=definition.get("cost_center"),
finance_owner_name=definition.get("finance_owner_name"),
employment_status=definition.get("employment_status", "在职"),
sync_state=definition.get("sync_state", "已同步"),
spotlight=bool(definition.get("spotlight")),
last_sync_at=self._parse_datetime(definition.get("last_sync_at")),
updated_at=self._parse_datetime(definition.get("updated_at")),
)
self.db.add(employee)
employees_by_no[employee_no] = employee
self.db.flush()
for definition in SEEDED_EMPLOYEE_DEFINITIONS:
employee = employees_by_no[definition["employee_no"]]
organization_code = definition.get("organization_unit_code")
manager_employee_no = definition.get("manager_employee_no")
if employee.organization_unit_id is None and organization_code:
employee.organization_unit = organizations_by_code.get(organization_code)
if employee.manager_id is None and manager_employee_no:
employee.manager = employees_by_no.get(manager_employee_no)
if not employee.roles:
employee.roles = self._sorted_roles(
[
roles_by_code[role_code]
for role_code in definition.get("role_codes", [])
if role_code in roles_by_code
]
)
self._seed_employee_history(employee, definition)
self.db.flush()
def _prune_extra_seed_employees(self) -> None:
if not EXTRA_SEED_EMPLOYEE_NOS:
return
for employee_no in EXTRA_SEED_EMPLOYEE_NOS:
employee = self.repository.get_by_employee_no(employee_no)
if employee is not None:
self.db.delete(employee)
def _seed_employee_history(self, employee: Employee, definition: dict[str, Any]) -> None:
existing_keys = {
(item.action, item.owner, self._format_datetime(item.occurred_at))
for item in employee.change_logs
}
history_items = list(definition.get("history", []))
if not history_items:
history_items = [
{
"action": "初始化员工档案",
"owner": "系统初始化任务",
"occurred_at": definition.get("updated_at") or definition.get("last_sync_at"),
}
]
for history in history_items:
occurred_at = self._parse_datetime(history.get("occurred_at"))
if occurred_at is None:
continue
identity = (
history["action"],
history["owner"],
self._format_datetime(occurred_at),
)
if identity in existing_keys:
continue
self.db.add(
EmployeeChangeLog(
employee=employee,
action=history["action"],
owner=history["owner"],
occurred_at=occurred_at,
)
)
existing_keys.add(identity)
def _serialize_employee(self, employee: Employee) -> EmployeeRead:
organization = employee.organization_unit
roles = self._sorted_roles(list(employee.roles))
role_labels = [role.name for role in roles]
role_codes = [role.role_code for role in roles]
history = [
EmployeeHistoryRead(
action=item.action,
owner=item.owner,
time=self._format_datetime(item.occurred_at) or "",
occurredAt=self._format_datetime(item.occurred_at) or "",
)
for item in employee.change_logs
]
return EmployeeRead(
id=employee.id,
avatar=(employee.name or "?")[:1],
name=employee.name,
employeeNo=employee.employee_no,
department=organization.name if organization else "",
position=employee.position,
grade=employee.grade,
manager=employee.manager.name if employee.manager else "CEO",
financeOwner=employee.finance_owner_name or "",
roles=role_labels,
roleCodes=role_codes,
status=employee.employment_status,
statusTone=STATUS_TONE_MAP.get(employee.employment_status, "neutral"),
gender=employee.gender,
age=self._calculate_age(employee.birth_date),
birthDate=self._format_date(employee.birth_date),
email=employee.email,
phone=employee.phone,
joinDate=self._format_date(employee.join_date),
location=employee.location,
costCenter=employee.cost_center,
updatedAt=self._format_datetime(employee.updated_at or employee.created_at),
lastSync=self._format_datetime(employee.last_sync_at),
syncState=employee.sync_state,
spotlight=employee.spotlight,
permissions=self._collect_permissions(role_codes),
history=history,
organization=(
EmployeeOrganizationRead(
id=organization.id,
code=organization.unit_code,
name=organization.name,
unitType=organization.unit_type,
costCenter=organization.cost_center,
location=organization.location,
managerName=organization.manager_name,
)
if organization
else None
),
)
def _collect_permissions(self, role_codes: list[str]) -> list[str]:
permissions: list[str] = []
seen: set[str] = set()
for role_code in role_codes:
for permission in ROLE_PERMISSION_MAP.get(role_code, []):
if permission in seen:
continue
permissions.append(permission)
seen.add(permission)
return permissions
def _sorted_roles(self, roles: list[Role]) -> list[Role]:
return sorted(roles, key=lambda item: (ROLE_DISPLAY_ORDER.get(item.role_code, 999), item.name))
@staticmethod
def _parse_date(value: str | None) -> date | None:
if not value:
return None
return datetime.strptime(value, "%Y-%m-%d").date()
@staticmethod
def _parse_datetime(value: str | datetime | None) -> datetime | None:
if value is None:
return None
if isinstance(value, datetime):
return value
return datetime.strptime(value, "%Y-%m-%d %H:%M")
@staticmethod
def _format_date(value: date | None) -> str | None:
if value is None:
return None
return value.strftime("%Y-%m-%d")
@staticmethod
def _format_datetime(value: datetime | None) -> str | None:
if value is None:
return None
return value.strftime("%Y-%m-%d %H:%M")
@staticmethod
def _calculate_age(birth_date: date | None) -> int | None:
if birth_date is None:
return None
today = date.today()
age = today.year - birth_date.year
if (today.month, today.day) < (birth_date.month, birth_date.day):
age -= 1
return age

986
server/src/app/services/employee_seed.py Normal file
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from __future__ import annotations
ROLE_DISPLAY_ORDER = {
"manager": 1,
"finance": 2,
"approver": 3,
"executive": 4,
"auditor": 5,
"user": 6,
}
ROLE_DEFINITIONS = [
{
"role_code": "user",
"name": "使用者",
"description": "可以发起报销、查看个人单据和使用 AI 助手。",
},
{
"role_code": "finance",
"name": "财务人员",
"description": "可以处理复核、查看财务知识与风险校验结果。",
},
{
"role_code": "manager",
"name": "管理员",
"description": "可以维护员工档案、组织结构和角色权限。",
},
{
"role_code": "executive",
"name": "高级管理人员",
"description": "可以查看跨部门数据看板与关键审批结果。",
},
{
"role_code": "approver",
"name": "审批负责人",
"description": "可以处理审批中心中的待审单据。",
},
{
"role_code": "auditor",
"name": "审计观察员",
"description": "可以查看变更记录和权限调整历史。",
},
]
ROLE_PERMISSION_MAP = {
"user": ["可发起差旅申请与报销", "可查看个人单据与票据识别结果"],
"finance": ["可处理财务复核任务", "可查看风险校验与财务知识库"],
"manager": ["可维护员工档案与组织结构", "可配置系统角色与访问边界"],
"executive": ["可查看跨部门经营看板", "可处理高金额报销最终审批"],
"approver": ["可处理本部门待审单据", "可查看审批链路与 SLA 状态"],
"auditor": ["可查看权限变更与审计留痕", "可导出员工权限观察记录"],
}
ORGANIZATION_DEFINITIONS = [
{
"unit_code": "ORG-ROOT",
"name": "星海科技",
"unit_type": "company",
"parent_code": None,
"cost_center": "CC-0000",
"location": "上海",
"manager_name": "李文静",
},
{
"unit_code": "EXEC-OFFICE",
"name": "总经办",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-1001",
"location": "上海",
"manager_name": "李文静",
},
{
"unit_code": "FIN-SSC",
"name": "财务共享中心",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-2108",
"location": "上海",
"manager_name": "张晓晴",
},
{
"unit_code": "HR-OD",
"name": "人力与组织",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-3206",
"location": "杭州",
"manager_name": "陈硕",
},
{
"unit_code": "SALES-SOUTH",
"name": "华南销售部",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-4102",
"location": "深圳",
"manager_name": "陈嘉",
},
{
"unit_code": "SALES-EAST",
"name": "华东销售部",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-4108",
"location": "上海",
"manager_name": "秦墨然",
},
{
"unit_code": "MKT-BRAND",
"name": "市场品牌部",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-5203",
"location": "北京",
"manager_name": "刘思雨",
},
{
"unit_code": "RND-CENTER",
"name": "产品研发中心",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-6105",
"location": "北京",
"manager_name": "吴磊",
},
{
"unit_code": "OPS-ADMIN",
"name": "行政采购部",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-7204",
"location": "南京",
"manager_name": "梁雨辰",
},
{
"unit_code": "AUDIT-RISK",
"name": "风控与审计部",
"unit_type": "department",
"parent_code": "ORG-ROOT",
"cost_center": "CC-8102",
"location": "上海",
"manager_name": "顾承宇",
},
]
EMPLOYEE_DEFINITIONS = [
{
"employee_no": "E10018",
"name": "李文静",
"gender": "女",
"birth_date": "1987-03-26",
"phone": "13900187688",
"email": "wenjing.li@xfinance.com",
"join_date": "2018-06-21",
"location": "上海",
"position": "高级财务总监",
"grade": "D2",
"organization_unit_code": "EXEC-OFFICE",
"manager_employee_no": None,
"finance_owner_name": "集团财务",
"cost_center": "CC-1001",
"employment_status": "在职",
"sync_state": "已同步",
"spotlight": False,
"updated_at": "2026-05-05 16:20",
"last_sync_at": "2026-05-05 16:20",
"role_codes": ["executive", "approver"],
},
{
"employee_no": "E10234",
"name": "张晓晴",
"gender": "女",
"birth_date": "1994-08-12",
"phone": "13810234567",
"email": "xiaoqing.zhang@xfinance.com",
"join_date": "2021-03-15",
"location": "上海",
"position": "费用运营经理",
"grade": "M3",
"organization_unit_code": "FIN-SSC",
"manager_employee_no": "E10018",
"finance_owner_name": "华东财务组",
"cost_center": "CC-2108",
"employment_status": "在职",
"sync_state": "待生效",
"spotlight": True,
"updated_at": "2026-05-06 10:24",
"last_sync_at": "2026-05-06 10:24",
"role_codes": ["manager", "finance", "approver"],
"history": [
{
"action": "新增“审批负责人”角色",
"owner": "系统管理员 · 王敏",
"occurred_at": "2026-05-06 10:24",
},
{
"action": "调整财务归口为华东财务组",
"owner": "组织管理员 · 陈硕",
"occurred_at": "2026-05-05 18:10",
},
],
},
{
"employee_no": "E10258",
"name": "孙楠",
"gender": "男",
"birth_date": "1992-09-17",
"phone": "13722580312",
"email": "nan.sun@xfinance.com",
"join_date": "2020-11-09",
"location": "上海",
"position": "财务分析师",
"grade": "P5",
"organization_unit_code": "FIN-SSC",
"manager_employee_no": "E10234",
"finance_owner_name": "华东财务组",
"cost_center": "CC-2111",
"employment_status": "在职",
"sync_state": "已同步",
"spotlight": False,
"updated_at": "2026-05-04 15:18",
"last_sync_at": "2026-05-04 15:18",
"role_codes": ["finance"],
},
{
"employee_no": "E10271",
"name": "周悦宁",
"gender": "女",
"birth_date": "1993-04-21",
"phone": "13622711986",
"email": "yuening.zhou@xfinance.com",
"join_date": "2021-07-05",
"location": "上海",
"position": "财务系统专员",
"grade": "P5",
"organization_unit_code": "FIN-SSC",
"manager_employee_no": "E10234",
"finance_owner_name": "华东财务组",
"cost_center": "CC-2112",
"employment_status": "在职",
"sync_state": "同步中",
"spotlight": False,
"updated_at": "2026-05-07 09:35",
"last_sync_at": "2026-05-07 09:10",
"role_codes": ["finance", "auditor"],
},
{
"employee_no": "E10289",
"name": "高嘉禾",
"gender": "女",
"birth_date": "1996-02-14",
"phone": "13522895642",
"email": "jiahe.gao@xfinance.com",
"join_date": "2023-01-10",
"location": "上海",
"position": "差旅合规专员",
"grade": "P4",
"organization_unit_code": "FIN-SSC",
"manager_employee_no": "E10234",
"finance_owner_name": "华东财务组",
"cost_center": "CC-2115",
"employment_status": "在职",
"sync_state": "已同步",
"spotlight": False,
"updated_at": "2026-05-03 11:42",
"last_sync_at": "2026-05-03 11:42",
"role_codes": ["finance"],
},
{
"employee_no": "E10867",
"name": "王敏",
"gender": "女",
"birth_date": "1996-11-05",
"phone": "13688671200",
"email": "min.wang@xfinance.com",
"join_date": "2022-08-08",
"location": "杭州",
"position": "组织发展主管",
"grade": "P6",
"organization_unit_code": "HR-OD",
"manager_employee_no": "E11618",
"finance_owner_name": "总部财务BP",
"cost_center": "CC-3206",
"employment_status": "在职",
"sync_state": "已同步",
"spotlight": False,
"updated_at": "2026-05-05 09:18",
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