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feat: 新增预算费控模型与报销审批流引擎

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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
2026-05-27 17:31:27 +08:00
parent cbb98f4469
commit d4d5d40569
75 changed files with 5393 additions and 686 deletions
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227
server/src/app/services/expense_claims.py
View File

@@ -35,6 +35,7 @@ from app.services.audit import AuditLogService
from app.services.document_intelligence import build_document_insight
from app.services.document_numbering import is_application_claim_no
from app.services.expense_claim_access_policy import ExpenseClaimAccessPolicy
from app.services.expense_claim_approval_flow import ExpenseClaimApprovalFlowMixin
from app.services.expense_claim_attachment_presentation import ExpenseClaimAttachmentPresentation
from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
from app.services.expense_claim_application_handoff import ExpenseClaimApplicationHandoffMixin
@@ -127,6 +128,7 @@ from app.services.ocr import OcrService
class ExpenseClaimService(
ExpenseClaimApprovalFlowMixin,
ExpenseClaimApplicationHandoffMixin,
ExpenseClaimBudgetFlowMixin,
ExpenseClaimAttachmentOperationsMixin,
@@ -234,6 +236,18 @@ class ExpenseClaimService(
stmt = self._access_policy.apply_claim_scope(stmt, current_user, include_approval_scope=True)
return self.db.scalar(stmt)
def can_view_budget_analysis(self, current_user: CurrentUserContext, claim: ExpenseClaim | None = None) -> bool:
if claim is None:
return self._access_policy.is_budget_manager_user(current_user)
if current_user.is_admin:
return True
role_codes = self._access_policy.normalize_role_codes(current_user)
if "executive" in role_codes:
return True
if self._access_policy.is_claim_owned_by_current_user(claim, current_user):
return False
return self._access_policy.is_department_p8_budget_monitor(current_user, claim)
def update_claim(
self,
*,
@@ -562,9 +576,6 @@ class ExpenseClaimService(
if claim is None:
return None
if not self._access_policy.can_return_claim(current_user, claim):
raise ValueError("只有财务人员、高级财务人员或当前审批人可以退回报销单。")
normalized_status = str(claim.status or "").strip().lower()
if normalized_status == "draft":
raise ValueError("草稿状态无需退回。")
@@ -573,6 +584,9 @@ class ExpenseClaimService(
if normalized_status in {"approved", "completed", "paid"}:
raise ValueError("已完成单据不允许退回。")
if not self._access_policy.can_return_claim(current_user, claim):
raise ValueError("只有财务人员、高级财务人员或当前审批人可以退回报销单。")
before_json = self._serialize_claim(claim)
operator = self._access_policy.resolve_current_user_display_name(current_user)
previous_status = str(claim.status or "").strip()
@@ -580,21 +594,25 @@ class ExpenseClaimService(
previous_stage_key = self._normalize_return_stage_key(previous_stage)
is_application_claim = self._is_expense_application_claim(claim)
is_direct_manager_return = previous_stage_key == "direct_manager"
is_budget_return = previous_stage_key == "budget"
is_application_return = is_application_claim and (is_direct_manager_return or is_budget_return)
return_event_type = (
"expense_application_return"
if is_application_claim and is_direct_manager_return
if is_application_return
else "expense_claim_return"
)
return_label = (
"领导退回"
if is_application_claim and is_direct_manager_return
else "预算退回"
if is_application_claim and is_budget_return
else "人工退回"
)
return_reason = str(reason or "").strip()
reason_code_payload = self._normalize_return_reason_code_payload(reason_codes)
normalized_reason_codes = reason_code_payload["reason_codes"]
unknown_reason_codes = reason_code_payload["unknown_reason_codes"]
if is_application_claim and is_direct_manager_return and not any(
if is_application_return and not any(
code.startswith("application_") for code in normalized_reason_codes
):
raise ValueError("申请单退回必须选择至少一个退单类型。")
@@ -627,6 +645,7 @@ class ExpenseClaimService(
"reason": return_reason,
"opinion": message,
"leader_opinion": message if is_application_claim and is_direct_manager_return else "",
"budget_opinion": message if is_application_claim and is_budget_return else "",
"reason_codes": normalized_reason_codes,
"risk_points": risk_points,
"operator": operator,
@@ -676,204 +695,6 @@ class ExpenseClaimService(
return claim
def approve_claim(
self,
claim_id: str,
current_user: CurrentUserContext,
*,
opinion: str | None = None,
) -> ExpenseClaim | None:
claim = self.get_claim(claim_id, current_user)
if claim is None:
return None
normalized_status = str(claim.status or "").strip().lower()
if normalized_status != "submitted":
raise ValueError("只有审批中的单据可以审批通过。")
previous_stage = str(claim.approval_stage or "").strip()
is_application_claim = self._is_expense_application_claim(claim)
if previous_stage == "直属领导审批":
if not self._access_policy.can_approve_claim(current_user, claim):
raise ValueError("只有当前直属领导审批人可以审批通过该单据。")
approval_source = "manual_approval"
if is_application_claim:
event_type = "expense_application_approval"
label = "领导审批通过"
next_status = "approved"
next_stage = "审批完成"
default_message = "{operator} 已确认审核，申请流程完成并生成报销草稿。"
else:
event_type = "expense_claim_approval"
label = "领导审批通过"
next_status = "submitted"
next_stage = "财务审批"
default_message = "{operator} 已审批通过，流转至{next_stage}。"
elif previous_stage == "财务审批":
if is_application_claim:
raise ValueError("费用申请无需财务审批，直属领导审批通过后即完成。")
if not self._access_policy.can_approve_claim(current_user, claim):
raise ValueError("只有财务人员可以完成财务终审。")
approval_source = "finance_approval"
event_type = "expense_claim_finance_approval"
label = "财务审核通过"
next_status = "approved"
next_stage = "归档入账"
default_message = "{operator} 已完成财务审核，进入归档入账。"
else:
raise ValueError("当前节点不支持审批通过。")
approval_opinion = str(opinion or "").strip()
if previous_stage == "直属领导审批" and not approval_opinion:
raise ValueError("领导审核意见不能为空，请填写意见后再确认审核。")
before_json = self._serialize_claim(claim)
operator = self._access_policy.resolve_current_user_display_name(current_user)
budget_flags: list[dict[str, Any]] = []
if approval_source == "finance_approval" and not is_application_claim:
consumed_budget_flag = self._consume_budget_for_finance_approval(claim, current_user)
if consumed_budget_flag is not None:
budget_flags.append(consumed_budget_flag)
approval_flag = {
"source": approval_source,
"event_type": event_type,
"approval_event_id": str(uuid.uuid4()),
"severity": "info",
"label": label,
"message": approval_opinion or default_message.format(operator=operator, next_stage=next_stage),
"opinion": approval_opinion,
"operator": operator,
"operator_username": current_user.username,
"operator_role_codes": [
str(item).strip().lower()
for item in current_user.role_codes
if str(item).strip()
],
"previous_status": str(claim.status or "").strip(),
"previous_approval_stage": previous_stage,
"next_status": next_status,
"next_approval_stage": next_stage,
"created_at": datetime.now(UTC).isoformat(),
}
claim.status = next_status
claim.approval_stage = next_stage
if claim.submitted_at is None:
claim.submitted_at = datetime.now(UTC)
if is_application_claim and previous_stage == "直属领导审批":
generated_draft = self._create_reimbursement_draft_from_application(
application_claim=claim,
approval_flag=approval_flag,
operator=operator,
)
transferred_budget_flag = self._transfer_application_budget_to_reimbursement(
application_claim=claim,
draft_claim=generated_draft,
current_user=current_user,
)
if transferred_budget_flag is not None:
budget_flags.append(transferred_budget_flag)
generated_draft.risk_flags_json = self._append_budget_flags(
generated_draft.risk_flags_json,
transferred_budget_flag,
)
claim.risk_flags_json = self._append_budget_flags(
[*list(claim.risk_flags_json or []), approval_flag],
budget_flags,
)
self.db.commit()
self.db.refresh(claim)
self.audit_service.log_action(
actor=operator,
action="expense_claim.approve",
resource_type="expense_claim",
resource_id=claim.id,
before_json=before_json,
after_json=self._serialize_claim(claim),
)
return claim