feat: 新增预算费控模型与报销审批流引擎
后端新增预算费控服务和报销单审批流模块，引入申请人费用画像 算法，优化知识库 RAG 运行时和同步逻辑，完善报销单工作流常 量和明细同步，更新差旅报销规则电子表格，前端新增预算分析 组件和数字员工模型，完善审批对话框和洞察面板交互，优化侧 边栏和顶栏样式，补充单元测试。
This commit is contained in:
caoxiaozhu
173
server/src/app/services/expense_claim_approval_flow.py
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173
server/src/app/services/expense_claim_approval_flow.py
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from __future__ import annotations
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import uuid
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from datetime import UTC, datetime
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from typing import Any
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from app.api.deps import CurrentUserContext
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from app.services.expense_claim_workflow_constants import (
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APPROVAL_DONE_STAGE,
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ARCHIVE_ACCOUNTING_STAGE,
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BUDGET_MANAGER_APPROVAL_STAGE,
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DIRECT_MANAGER_APPROVAL_STAGE,
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FINANCE_APPROVAL_STAGE,
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)
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class ExpenseClaimApprovalFlowMixin:
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def approve_claim(
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self,
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claim_id: str,
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current_user: CurrentUserContext,
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*,
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opinion: str | None = None,
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):
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claim = self.get_claim(claim_id, current_user)
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if claim is None:
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return None
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normalized_status = str(claim.status or "").strip().lower()
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if normalized_status != "submitted":
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raise ValueError("只有审批中的单据可以审批通过。")
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previous_stage = str(claim.approval_stage or "").strip()
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is_application_claim = self._is_expense_application_claim(claim)
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next_budget_manager = None
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if previous_stage == DIRECT_MANAGER_APPROVAL_STAGE:
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if not self._access_policy.can_approve_claim(current_user, claim):
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raise ValueError("只有当前直属领导审批人可以审批通过该单据。")
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approval_source = "manual_approval"
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event_type = "expense_application_approval" if is_application_claim else "expense_claim_approval"
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label = "领导审批通过"
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if is_application_claim:
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next_budget_manager = self._access_policy.resolve_department_budget_manager(claim)
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next_status = "submitted"
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next_stage = BUDGET_MANAGER_APPROVAL_STAGE
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default_message = "{operator} 已确认直属领导审核，流转至预算管理者审批。"
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else:
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next_status = "submitted"
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next_stage = FINANCE_APPROVAL_STAGE
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default_message = "{operator} 已审批通过，流转至{next_stage}。"
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elif previous_stage == BUDGET_MANAGER_APPROVAL_STAGE:
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if not is_application_claim:
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raise ValueError("只有费用申请需要预算管理者审批。")
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if not self._access_policy.can_approve_claim(current_user, claim):
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raise ValueError("只有当前预算管理者可以审批通过该费用申请。")
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approval_source = "budget_approval"
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event_type = "expense_application_budget_approval"
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label = "预算管理者审核通过"
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next_status = "approved"
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next_stage = APPROVAL_DONE_STAGE
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default_message = "{operator} 已完成预算审核，申请流程完成并生成报销草稿。"
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elif previous_stage == FINANCE_APPROVAL_STAGE:
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if is_application_claim:
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raise ValueError("费用申请需先完成预算管理者审批。")
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if not self._access_policy.can_approve_claim(current_user, claim):
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raise ValueError("只有财务人员可以完成财务终审。")
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approval_source = "finance_approval"
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event_type = "expense_claim_finance_approval"
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label = "财务审核通过"
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next_status = "approved"
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next_stage = ARCHIVE_ACCOUNTING_STAGE
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default_message = "{operator} 已完成财务审核，进入归档入账。"
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else:
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raise ValueError("当前节点不支持审批通过。")
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approval_opinion = str(opinion or "").strip()
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if previous_stage in {DIRECT_MANAGER_APPROVAL_STAGE, BUDGET_MANAGER_APPROVAL_STAGE} and not approval_opinion:
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approval_opinion = "同意"
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before_json = self._serialize_claim(claim)
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operator = self._access_policy.resolve_current_user_display_name(current_user)
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budget_flags: list[dict[str, Any]] = []
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if approval_source == "finance_approval" and not is_application_claim:
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consumed_budget_flag = self._consume_budget_for_finance_approval(claim, current_user)
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if consumed_budget_flag is not None:
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budget_flags.append(consumed_budget_flag)
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approval_flag = {
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"source": approval_source,
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"event_type": event_type,
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"approval_event_id": str(uuid.uuid4()),
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"severity": "info",
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"label": label,
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"message": approval_opinion or default_message.format(operator=operator, next_stage=next_stage),
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"opinion": approval_opinion,
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"operator": operator,
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"operator_username": current_user.username,
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"operator_role_codes": [
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str(item).strip().lower()
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for item in current_user.role_codes
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if str(item).strip()
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],
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"previous_status": str(claim.status or "").strip(),
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"previous_approval_stage": previous_stage,
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"next_status": next_status,
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"next_approval_stage": next_stage,
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"created_at": datetime.now(UTC).isoformat(),
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}
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if next_budget_manager is not None:
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approval_flag.update(
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{
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"next_approver_name": str(next_budget_manager.name or "").strip(),
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"next_approver_employee_id": next_budget_manager.id,
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"next_approver_grade": str(next_budget_manager.grade or "").strip(),
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"next_approver_role_code": "budget_monitor",
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}
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)
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claim.status = next_status
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claim.approval_stage = next_stage
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if claim.submitted_at is None:
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claim.submitted_at = datetime.now(UTC)
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if is_application_claim and previous_stage == BUDGET_MANAGER_APPROVAL_STAGE:
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approval_flag["leader_opinion"] = self._resolve_latest_approval_opinion(
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claim,
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source="manual_approval",
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)
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approval_flag["budget_opinion"] = approval_opinion
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generated_draft = self._create_reimbursement_draft_from_application(
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application_claim=claim,
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approval_flag=approval_flag,
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operator=operator,
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)
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transferred_budget_flag = self._transfer_application_budget_to_reimbursement(
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application_claim=claim,
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draft_claim=generated_draft,
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current_user=current_user,
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)
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if transferred_budget_flag is not None:
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budget_flags.append(transferred_budget_flag)
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generated_draft.risk_flags_json = self._append_budget_flags(
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generated_draft.risk_flags_json,
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transferred_budget_flag,
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)
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claim.risk_flags_json = self._append_budget_flags(
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[*list(claim.risk_flags_json or []), approval_flag],
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budget_flags,
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)
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self.db.commit()
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self.db.refresh(claim)
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self.audit_service.log_action(
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actor=operator,
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action="expense_claim.approve",
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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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@staticmethod
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def _resolve_latest_approval_opinion(claim, *, source: str) -> str:
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for flag in reversed(list(claim.risk_flags_json or [])):
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if not isinstance(flag, dict):
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continue
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if str(flag.get("source") or "").strip() != source:
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continue
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opinion = str(flag.get("opinion") or flag.get("message") or "").strip()
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if opinion:
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return opinion
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return ""
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