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。

server/tests/test_agent_runs_service.py

@@ -49,6 +49,27 @@ def test_agent_run_service_marks_stale_knowledge_sync_run_failed_on_read() -> No
         assert all(item.run_id != created.run_id for item in running_runs)
 
 
+def test_agent_run_service_marks_stale_llm_wiki_run_failed_on_read() -> None:
+    with build_session() as db:
+        service = AgentRunService(db)
+        created = service.create_run(
+            agent=AgentName.HERMES.value,
+            source=AgentRunSource.SCHEDULE.value,
+            status=AgentRunStatus.RUNNING.value,
+            route_json={
+                "job_type": "llm_wiki_sync",
+                "heartbeat_at": (datetime.now(UTC) - timedelta(minutes=31)).isoformat(),
+                "requested_document_ids": [],
+            },
+        )
+
+        fetched = service.get_run(created.run_id)
+
+        assert fetched is not None
+        assert fetched.status == AgentRunStatus.FAILED.value
+        assert fetched.error_message == "Knowledge index heartbeat timed out."
+
+
 def test_agent_run_service_updates_existing_tool_call() -> None:
     with build_session() as db:
         service = AgentRunService(db)

server/tests/test_applicant_expense_profile_algorithm.py

@@ -0,0 +1,74 @@
+from decimal import Decimal
+
+from app.algorithem import ApplicantExpenseProfileInput, evaluate_applicant_expense_profile
+
+
+def test_applicant_profile_recommends_review_and_days_cap() -> None:
+    result = evaluate_applicant_expense_profile(
+        ApplicantExpenseProfileInput(
+            applicant_claim_count_90d=6,
+            peer_claim_count_p75_90d=4,
+            applicant_amount_90d=Decimal("42800"),
+            available_peer_budget_90d=Decimal("150000"),
+            amount_percentile=Decimal("88"),
+            peer_amount_median_90d=Decimal("25000"),
+            adjusted_or_returned_count_180d=3,
+            approved_claim_count_180d=12,
+            requested_days=Decimal("5"),
+            peer_travel_days_p75=Decimal("3"),
+            business_buffer_days=Decimal("1"),
+            claim_amount=Decimal("8000"),
+            peer_daily_cost_baseline=Decimal("1400"),
+            tolerance_factor=Decimal("1.20"),
+        )
+    )
+
+    assert result.profile_score == 68
+    assert result.profile_level == "review"
+    assert result.recommendation_level == "review"
+    assert result.travel_days_ratio == Decimal("1.6667")
+    assert result.suggested_days == Decimal("4.0000")
+    assert result.suggested_amount_cap == Decimal("6720.00")
+    assert "applicant.amount_percentile.p85" in result.basis_codes
+    assert "travel.days_ratio.review" in result.basis_codes
+
+
+def test_applicant_profile_handles_missing_baselines_without_false_risk() -> None:
+    result = evaluate_applicant_expense_profile(
+        ApplicantExpenseProfileInput(
+            applicant_claim_count_90d=1,
+            applicant_amount_90d=Decimal("800"),
+            requested_days=Decimal("2"),
+            claim_amount=Decimal("800"),
+        )
+    )
+
+    assert result.profile_score == 0
+    assert result.profile_level == "normal"
+    assert result.recommendation_level == "normal"
+    assert result.frequency_ratio == Decimal("0")
+    assert result.daily_cost_ratio == Decimal("0")
+    assert result.suggested_days == Decimal("2.0000")
+    assert result.suggested_amount_cap is None
+    assert result.basis_codes == []
+
+
+def test_entertainment_deviation_can_escalate_recommendation() -> None:
+    result = evaluate_applicant_expense_profile(
+        ApplicantExpenseProfileInput(
+            entertainment_amount=Decimal("3000"),
+            attendee_count=3,
+            entertainment_standard_cap=Decimal("600"),
+            same_customer_frequency_90d=3,
+            applicant_entertainment_percentile=Decimal("96"),
+        )
+    )
+
+    assert result.entertainment_deviation_score == 100
+    assert result.current_claim_deviation_score == 100
+    assert result.profile_score == 15
+    assert result.profile_level == "normal"
+    assert result.recommendation_level == "escalation"
+    assert "entertainment.per_capita.escalation" in result.basis_codes
+    assert "entertainment.same_customer.frequency_review" in result.basis_codes
+    assert "entertainment.amount_percentile.p95" in result.basis_codes

server/tests/test_budget_endpoints.py

@@ -13,6 +13,10 @@ from app.api.deps import get_db
 from app.db.base import Base
 from app.main import create_app
 from app.models.budget import BudgetAllocation, BudgetTransaction
+from app.models.employee import Employee
+from app.models.financial_record import ExpenseClaim
+from app.models.organization import OrganizationUnit
+from app.models.role import Role
 
 
 def build_session_factory() -> sessionmaker[Session]:
@@ -109,6 +113,27 @@ def seed_budget_allocations(db: Session) -> None:
     db.commit()
 
 
+def seed_market_budget_monitor(db: Session) -> tuple[Role, OrganizationUnit]:
+    role = Role(role_code="budget_monitor", name="预算监控员")
+    department = OrganizationUnit(
+        id="dept-market",
+        unit_code="MARKET-DEPT",
+        name="市场部",
+        unit_type="department",
+    )
+    employee = Employee(
+        employee_no="E-BUDGET-MARKET-P8",
+        name="赵预算",
+        email="budget-monitor@example.com",
+        grade="P8",
+        organization_unit=department,
+        roles=[role],
+    )
+    db.add_all([role, department, employee])
+    db.flush()
+    return role, department
+
+
 def test_admin_can_view_all_budget_allocations_without_is_admin_header() -> None:
     client, session_factory = build_client()
     with session_factory() as db:
@@ -281,3 +306,69 @@ def test_budget_monitor_cannot_edit_and_admin_can_edit() -> None:
     )
     assert admin_response.status_code == 201
     assert admin_response.json()["department_name"] == "销售部"
+
+
+def test_budget_analysis_endpoint_is_limited_to_budget_roles() -> None:
+    client, session_factory = build_client()
+    with session_factory() as db:
+        seed_budget_allocations(db)
+        budget_role, market_department = seed_market_budget_monitor(db)
+        p6_budget_monitor = Employee(
+            employee_no="E-BUDGET-MARKET-P6",
+            name="低级预算",
+            email="p6-budget-monitor@example.com",
+            grade="P6",
+            organization_unit=market_department,
+            roles=[budget_role],
+        )
+        db.add(p6_budget_monitor)
+        db.flush()
+        claim = ExpenseClaim(
+            claim_no="APP-BUDGET-ANALYSIS-001",
+            employee_id=p6_budget_monitor.id,
+            employee_name="低级预算",
+            department_id="dept-market",
+            department_name="市场部",
+            project_code=None,
+            expense_type="travel_application",
+            reason="客户现场交付预算申请",
+            location="上海",
+            amount=Decimal("12000.00"),
+            currency="CNY",
+            invoice_count=0,
+            occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
+            status="submitted",
+            approval_stage="预算管理者审批",
+            risk_flags_json=[],
+        )
+        db.add(claim)
+        db.commit()
+        claim_id = claim.id
+
+    ordinary_response = client.get(
+        f"/api/v1/reimbursements/claims/{claim_id}/budget-analysis",
+        headers={
+            "x-auth-username": "zhangsan@example.com",
+            "x-auth-role-codes": "employee",
+        },
+    )
+    monitor_response = client.get(
+        f"/api/v1/reimbursements/claims/{claim_id}/budget-analysis",
+        headers={
+            "x-auth-username": "budget-monitor@example.com",
+            "x-auth-role-codes": "budget_monitor",
+        },
+    )
+    p6_monitor_response = client.get(
+        f"/api/v1/reimbursements/claims/{claim_id}/budget-analysis",
+        headers={
+            "x-auth-username": "p6-budget-monitor@example.com",
+            "x-auth-role-codes": "budget_monitor",
+        },
+    )
+
+    assert ordinary_response.status_code == 403
+    assert p6_monitor_response.status_code == 403
+    assert monitor_response.status_code == 200
+    assert Decimal(monitor_response.json()["metrics"]["claim_amount_ratio"]) == Decimal("24.00")

server/tests/test_expense_claim_service.py

@@ -16,10 +16,12 @@ from app.models.budget import BudgetAllocation, BudgetReservation, BudgetTransac
 from app.models.employee import Employee
 from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
 from app.models.organization import OrganizationUnit
+from app.models.role import Role
 from app.schemas.ontology import OntologyParseRequest
 from app.schemas.ocr import OcrRecognizeBatchRead, OcrRecognizeDocumentRead
 from app.schemas.reimbursement import ExpenseClaimItemCreate, ExpenseClaimItemUpdate, ExpenseClaimUpdate
 from app.services.agent_conversations import AgentConversationService
+from app.services.budget import BudgetService
 from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
 from app.services.expense_claims import ExpenseClaimService
 from app.services.ontology import SemanticOntologyService
@@ -108,6 +110,16 @@ def _seed_budget_allocation(
     return allocation
 
 
+def _seed_budget_monitor_role(db: Session) -> Role:
+    role = db.query(Role).filter(Role.role_code == "budget_monitor").one_or_none()
+    if role is not None:
+        return role
+    role = Role(role_code="budget_monitor", name="预算监控员")
+    db.add(role)
+    db.flush()
+    return role
+
+
 def test_validate_claim_for_submission_allows_office_claim_without_location() -> None:
     service = ExpenseClaimService.__new__(ExpenseClaimService)
     claim = build_claim(expense_type="office", location="待补充")
@@ -3320,32 +3332,55 @@ def test_application_submit_skips_budget_for_non_demo_subject() -> None:
         )
 
 
-def test_direct_manager_can_approve_application_claim_to_reimbursement_draft() -> None:
-    current_user = CurrentUserContext(
+def test_direct_manager_can_route_application_claim_to_budget_approval_then_budget_manager_creates_draft() -> None:
+    manager_user = CurrentUserContext(
         username="manager-application-approve@example.com",
         name="李经理",
         role_codes=["manager"],
         is_admin=False,
     )
+    budget_user = CurrentUserContext(
+        username="budget-p8-application-approve@example.com",
+        name="赵预算",
+        role_codes=["budget_monitor"],
+        is_admin=False,
+    )
 
     with build_session() as db:
+        budget_role = _seed_budget_monitor_role(db)
+        department = OrganizationUnit(
+            unit_code="DELIVERY-BUDGET-APPROVE",
+            name="交付部",
+            unit_type="department",
+        )
         manager = Employee(
             employee_no="E8112",
             name="李经理",
             email="manager-application-approve@example.com",
+            organization_unit=department,
+        )
+        budget_manager = Employee(
+            employee_no="E8112-BUDGET",
+            name="赵预算",
+            email="budget-p8-application-approve@example.com",
+            grade="P8",
+            organization_unit=department,
+            roles=[budget_role],
         )
         employee = Employee(
             employee_no="E8113",
             name="张三",
             email="zhangsan-application-approve@example.com",
             manager=manager,
+            organization_unit=department,
         )
-        db.add_all([manager, employee])
+        db.add_all([department, manager, budget_manager, employee])
         db.flush()
         claim = ExpenseClaim(
             claim_no="APP-20260525-APPROVE",
             employee_id=employee.id,
             employee_name="张三",
+            department_id=department.id,
             department_name="交付部",
             project_code="PRJ-A",
             expense_type="travel_application",
@@ -3364,10 +3399,33 @@ def test_direct_manager_can_approve_application_claim_to_reimbursement_draft() -
         db.commit()
         claim_id = claim.id
 
+        leader_approved = ExpenseClaimService(db).approve_claim(
+            claim_id,
+            manager_user,
+            opinion="业务必要，同意申请。",
+        )
+
+        assert leader_approved is not None
+        assert leader_approved.status == "submitted"
+        assert leader_approved.approval_stage == "预算管理者审批"
+        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 0
+        assert any(
+            isinstance(flag, dict)
+            and flag.get("source") == "manual_approval"
+            and flag.get("event_type") == "expense_application_approval"
+            and flag.get("opinion") == "业务必要，同意申请。"
+            and flag.get("previous_approval_stage") == "直属领导审批"
+            and flag.get("next_status") == "submitted"
+            and flag.get("next_approval_stage") == "预算管理者审批"
+            and flag.get("next_approver_name") == "赵预算"
+            and flag.get("next_approver_grade") == "P8"
+            for flag in leader_approved.risk_flags_json
+        )
+
         approved = ExpenseClaimService(db).approve_claim(
             claim_id,
-            current_user,
-            opinion="业务必要，同意申请。",
+            budget_user,
+            opinion="预算额度可承接，同意。",
         )
 
         assert approved is not None
@@ -3400,14 +3458,15 @@ def test_direct_manager_can_approve_application_claim_to_reimbursement_draft() -
             and flag.get("event_type") == "expense_application_to_reimbursement_draft"
             and flag.get("application_claim_no") == "APP-20260525-APPROVE"
             and flag.get("leader_opinion") == "业务必要，同意申请。"
+            and flag.get("budget_opinion") == "预算额度可承接，同意。"
             for flag in generated_draft.risk_flags_json
         )
         assert any(
             isinstance(flag, dict)
-            and flag.get("source") == "manual_approval"
-            and flag.get("event_type") == "expense_application_approval"
-            and flag.get("opinion") == "业务必要，同意申请。"
-            and flag.get("previous_approval_stage") == "直属领导审批"
+            and flag.get("source") == "budget_approval"
+            and flag.get("event_type") == "expense_application_budget_approval"
+            and flag.get("opinion") == "预算额度可承接，同意。"
+            and flag.get("previous_approval_stage") == "预算管理者审批"
             and flag.get("next_status") == "approved"
             and flag.get("next_approval_stage") == "审批完成"
             and flag.get("generated_draft_claim_id") == generated_draft.id
@@ -3473,7 +3532,7 @@ def test_direct_manager_return_application_claim_records_return_node_and_opinion
             claim.id,
             manager_user,
             reason="预算说明不够清楚，请补充项目必要性。",
-            reason_codes=["application_business_need_unclear", "application_budget_basis_missing"],
+            reason_codes=["application_budget_basis_missing"],
         )
 
         assert returned is not None
@@ -3493,11 +3552,8 @@ def test_direct_manager_return_application_claim_records_return_node_and_opinion
         assert return_event["leader_opinion"] == "预算说明不够清楚，请补充项目必要性。"
         assert return_event["return_stage"] == "直属领导审批"
         assert return_event["return_stage_key"] == "direct_manager"
-        assert return_event["reason_codes"] == [
-            "application_business_need_unclear",
-            "application_budget_basis_missing",
-        ]
-        assert return_event["risk_points"] == ["业务必要性说明不足", "预算测算依据不足"]
+        assert return_event["reason_codes"] == ["application_budget_basis_missing"]
+        assert return_event["risk_points"] == ["预算测算依据不足"]
         assert return_event["next_status"] == "returned"
         assert return_event["next_approval_stage"] == "待提交"
 
@@ -3515,20 +3571,43 @@ def test_application_approval_transfers_budget_reservation_to_reimbursement_draf
         role_codes=["manager"],
         is_admin=False,
     )
+    budget_user = CurrentUserContext(
+        username="budget-p8-transfer@example.com",
+        name="赵预算",
+        role_codes=["budget_monitor"],
+        is_admin=False,
+    )
 
     with build_session() as db:
+        budget_role = _seed_budget_monitor_role(db)
+        department = OrganizationUnit(
+            id="dept-budget-transfer",
+            unit_code="DELIVERY-BUDGET-TRANSFER",
+            name="交付部",
+            unit_type="department",
+        )
         manager = Employee(
             employee_no="M-BUDGET-APP",
             name="李经理",
             email="manager-application-budget@example.com",
+            organization_unit=department,
+        )
+        budget_manager = Employee(
+            employee_no="P8-BUDGET-APP",
+            name="赵预算",
+            email="budget-p8-transfer@example.com",
+            grade="P8",
+            organization_unit=department,
+            roles=[budget_role],
         )
         employee = Employee(
             employee_no="E-BUDGET-APP",
             name="张三",
             email="application-budget-owner-approve@example.com",
             manager=manager,
+            organization_unit=department,
         )
-        db.add_all([manager, employee])
+        db.add_all([department, manager, budget_manager, employee])
         db.flush()
         _seed_budget_allocation(
             db,
@@ -3560,10 +3639,19 @@ def test_application_approval_transfers_budget_reservation_to_reimbursement_draf
         service = ExpenseClaimService(db)
 
         service.submit_claim(claim.id, owner)
-        approved = service.approve_claim(claim.id, manager_user, opinion="同意申请")
-        generated_draft = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).one()
+        leader_approved = service.approve_claim(claim.id, manager_user, opinion="同意申请")
         reservation = db.query(BudgetReservation).one()
 
+        assert leader_approved is not None
+        assert leader_approved.approval_stage == "预算管理者审批"
+        assert reservation.source_type == "application"
+        assert reservation.source_id == claim.id
+        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 0
+
+        approved = service.approve_claim(claim.id, budget_user, opinion="预算通过")
+        generated_draft = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).one()
+        db.refresh(reservation)
+
         assert approved is not None
         assert reservation.source_type == "claim"
         assert reservation.source_id == generated_draft.id
@@ -3576,7 +3664,7 @@ def test_application_approval_transfers_budget_reservation_to_reimbursement_draf
         )
 
 
-def test_direct_manager_approval_requires_leader_opinion() -> None:
+def test_direct_manager_approval_defaults_blank_opinion_to_agree() -> None:
     current_user = CurrentUserContext(
         username="manager-application-required-opinion@example.com",
         name="李经理",
@@ -3620,19 +3708,79 @@ def test_direct_manager_approval_requires_leader_opinion() -> None:
         db.commit()
         claim_id = claim.id
 
-        with pytest.raises(ValueError, match="领导审核意见不能为空"):
-            ExpenseClaimService(db).approve_claim(
-                claim_id,
-                current_user,
-                opinion="   ",
-            )
+        approved = ExpenseClaimService(db).approve_claim(
+            claim_id,
+            current_user,
+            opinion="   ",
+        )
 
-        db.refresh(claim)
-        assert claim.status == "submitted"
-        assert claim.approval_stage == "直属领导审批"
+        assert approved is not None
+        assert approved.status == "submitted"
+        assert approved.approval_stage == "预算管理者审批"
+        assert any(
+            isinstance(flag, dict)
+            and flag.get("event_type") == "expense_application_approval"
+            and flag.get("opinion") == "同意"
+            and flag.get("next_approval_stage") == "预算管理者审批"
+            for flag in approved.risk_flags_json
+        )
         assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 0
 
 
+def test_budget_analysis_uses_current_application_reservation_without_double_counting() -> None:
+    owner = CurrentUserContext(
+        username="application-budget-analysis-owner@example.com",
+        name="张三",
+        role_codes=["employee"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        employee = Employee(
+            employee_no="E-BUDGET-ANALYSIS",
+            name="张三",
+            email="application-budget-analysis-owner@example.com",
+        )
+        db.add(employee)
+        db.flush()
+        _seed_budget_allocation(
+            db,
+            department_id="dept-budget-analysis",
+            department_name="交付部",
+            amount=Decimal("50000.00"),
+        )
+        claim = ExpenseClaim(
+            claim_no="APP-20260525-ANALYSIS",
+            employee_id=employee.id,
+            employee_name="张三",
+            department_id="dept-budget-analysis",
+            department_name="交付部",
+            project_code="PRJ-A",
+            expense_type="travel_application",
+            reason="客户现场交付",
+            location="上海",
+            amount=Decimal("12000.00"),
+            currency="CNY",
+            invoice_count=0,
+            occurred_at=datetime(2026, 5, 25, 9, 0, tzinfo=UTC),
+            submitted_at=None,
+            status="draft",
+            approval_stage="待提交",
+            risk_flags_json=[],
+        )
+        db.add(claim)
+        db.commit()
+
+        ExpenseClaimService(db).submit_claim(claim.id, owner)
+        analysis = BudgetService(db).analyze_claim_budget(claim)
+
+        assert analysis["metrics"]["claim_amount_ratio"] == "24.00"
+        assert analysis["metrics"]["after_usage_rate"] == "24.00"
+        assert analysis["budget_context"]["current_reserved_amount"] == "12000.00"
+        assert analysis["score"] >= 70
+        assert any("本次申请金额 12000.00 元，占预算 24.00%" in item for item in analysis["basis"])
+
+
 def test_finance_approve_reimbursement_consumes_budget_reservation() -> None:
     current_user = CurrentUserContext(
         username="finance-budget-approve@example.com",
@@ -4207,3 +4355,121 @@ def test_list_approval_claims_limits_finance_to_finance_stage_claims() -> None:
         claims = ExpenseClaimService(db).list_approval_claims(current_user)
 
         assert [claim.claim_no for claim in claims] == ["EXP-FIN-LIST-202"]
+
+
+def test_list_approval_claims_allows_budget_monitor_to_view_budget_stage_applications() -> None:
+    current_user = CurrentUserContext(
+        username="budget-p8-list@example.com",
+        name="赵预算",
+        role_codes=["budget_monitor"],
+        is_admin=False,
+    )
+    p8_without_budget_role = CurrentUserContext(
+        username="budget-p8-list@example.com",
+        name="budget manager",
+        role_codes=["manager"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        budget_role = _seed_budget_monitor_role(db)
+        delivery_department = OrganizationUnit(
+            unit_code="DELIVERY-BUDGET-LIST",
+            name="交付部",
+            unit_type="department",
+        )
+        market_department = OrganizationUnit(
+            unit_code="MARKET-BUDGET-LIST",
+            name="市场部",
+            unit_type="department",
+        )
+        budget_manager = Employee(
+            employee_no="E-P8-BUDGET-LIST",
+            name="赵预算",
+            email="budget-p8-list@example.com",
+            grade="P8",
+            organization_unit=delivery_department,
+            roles=[budget_role],
+        )
+        employee = Employee(
+            employee_no="E-BUDGET-LIST-OWNER",
+            name="张三",
+            email="budget-list-owner@example.com",
+            organization_unit=delivery_department,
+        )
+        market_employee = Employee(
+            employee_no="E-BUDGET-LIST-MARKET",
+            name="王五",
+            email="budget-list-market@example.com",
+            organization_unit=market_department,
+        )
+        db.add_all([delivery_department, market_department, budget_manager, employee, market_employee])
+        db.flush()
+        db.add_all(
+            [
+                ExpenseClaim(
+                    claim_no="APP-BUDGET-LIST-201",
+                    employee_id=employee.id,
+                    employee_name="张三",
+                    department_id=delivery_department.id,
+                    department_name="交付部",
+                    project_code="PRJ-BUDGET",
+                    expense_type="travel_application",
+                    reason="预算待审申请",
+                    location="上海",
+                    amount=Decimal("12000.00"),
+                    currency="CNY",
+                    invoice_count=0,
+                    occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
+                    status="submitted",
+                    approval_stage="预算管理者审批",
+                    risk_flags_json=[],
+                ),
+                ExpenseClaim(
+                    claim_no="APP-BUDGET-LIST-OTHER-DEPT",
+                    employee_id=market_employee.id,
+                    employee_name="王五",
+                    department_id=market_department.id,
+                    department_name="市场部",
+                    project_code="PRJ-BUDGET",
+                    expense_type="travel_application",
+                    reason="其他部门预算待审申请",
+                    location="上海",
+                    amount=Decimal("13000.00"),
+                    currency="CNY",
+                    invoice_count=0,
+                    occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
+                    status="submitted",
+                    approval_stage="预算管理者审批",
+                    risk_flags_json=[],
+                ),
+                ExpenseClaim(
+                    claim_no="EXP-BUDGET-LIST-202",
+                    employee_id=employee.id,
+                    employee_name="张三",
+                    department_id=delivery_department.id,
+                    department_name="交付部",
+                    project_code="PRJ-BUDGET",
+                    expense_type="transport",
+                    reason="财务待审报销",
+                    location="上海",
+                    amount=Decimal("88.00"),
+                    currency="CNY",
+                    invoice_count=1,
+                    occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
+                    status="submitted",
+                    approval_stage="财务审批",
+                    risk_flags_json=[],
+                ),
+            ]
+        )
+        db.commit()
+
+        claims = ExpenseClaimService(db).list_approval_claims(current_user)
+
+        assert [claim.claim_no for claim in claims] == ["APP-BUDGET-LIST-201"]
+        claims_without_budget_role = ExpenseClaimService(db).list_approval_claims(p8_without_budget_role)
+        assert [claim.claim_no for claim in claims_without_budget_role] == []

server/tests/test_knowledge_rag_runtime.py

@@ -0,0 +1,35 @@
+from __future__ import annotations
+
+import pytest
+
+from app.services.knowledge_rag_runtime import (
+    KnowledgeRagError,
+    RuntimeModelConfig,
+    _LightRagRuntime,
+)
+
+
+def test_embedding_probe_error_includes_model_context(monkeypatch) -> None:
+    runtime = _LightRagRuntime.__new__(_LightRagRuntime)
+    config = RuntimeModelConfig(
+        slot="embedding",
+        provider="GLM",
+        model="Embedding-3",
+        endpoint="https://open.bigmodel.cn/api/paas/v4/",
+        api_key="token",
+        capability="embedding",
+    )
+
+    def fail_embeddings(*_args, **_kwargs):
+        raise KnowledgeRagError("token expired")
+
+    monkeypatch.setattr(runtime, "_request_embeddings", fail_embeddings)
+
+    with pytest.raises(KnowledgeRagError) as exc_info:
+        runtime._probe_embedding_dimension(config)
+
+    message = str(exc_info.value)
+    assert "slot=embedding" in message
+    assert "provider=GLM" in message
+    assert "model=Embedding-3" in message
+    assert "token expired" in message

server/tests/test_knowledge_rag_service.py

@@ -238,7 +238,7 @@ def test_resolve_default_qdrant_url_falls_back_to_loopback(monkeypatch) -> None:
     assert knowledge_rag_module._resolve_default_qdrant_url() == "http://127.0.0.1:6333"
 
 
-def test_runtime_cache_is_isolated_by_thread(monkeypatch) -> None:
+def test_runtime_cache_uses_dedicated_instance_across_calling_threads(monkeypatch) -> None:
     knowledge_rag_module.shutdown_knowledge_rag_runtime()
     created_runtimes = []
 
@@ -270,8 +270,8 @@ def test_runtime_cache_is_isolated_by_thread(monkeypatch) -> None:
     thread.start()
     thread.join(timeout=5)
 
-    assert len(created_runtimes) == 2
-    assert worker_runtimes[0] is not main_runtime
+    assert len(created_runtimes) == 1
+    assert worker_runtimes[0] is main_runtime
 
     knowledge_rag_module.shutdown_knowledge_rag_runtime()
     assert all(runtime.finalized for runtime in created_runtimes)

server/tests/test_knowledge_service.py

@@ -12,6 +12,7 @@ from app.db.base import Base
 from app.services.agent_runs import AgentRunService
 from app.services.knowledge import (
     KNOWLEDGE_INGEST_STATUS_FAILED,
+    KNOWLEDGE_INGEST_STATUS_INGESTED,
     KNOWLEDGE_INGEST_STATUS_SYNCING,
     KnowledgeService,
 )
@@ -88,3 +89,41 @@ def test_reconcile_document_ingest_status_keeps_failed_when_linked_run_failed(
         entry = next(item for item in index["documents"] if item["id"] == uploaded.id)
         assert changed is True
         assert entry["ingest_status"] == KNOWLEDGE_INGEST_STATUS_FAILED
+
+
+def test_reconcile_document_ingest_status_preserves_ingested_when_status_map_missing(
+    tmp_path,
+    monkeypatch,
+) -> None:
+    service = KnowledgeService(storage_root=tmp_path)
+    uploaded = service.upload_document(
+        "报销制度",
+        "demo.txt",
+        b"hello",
+        CurrentUserContext(
+            username="admin",
+            name="管理员",
+            role_codes=["manager"],
+            is_admin=True,
+        ),
+    )
+    service.set_document_ingest_statuses(
+        [uploaded.id],
+        KNOWLEDGE_INGEST_STATUS_INGESTED,
+        agent_run_id="run_missing_status_map",
+    )
+    monkeypatch.setattr(
+        "app.services.knowledge_rag.KnowledgeRagService.get_document_status_map",
+        lambda self, _document_ids: {},
+    )
+
+    index = service._load_index()
+    changed = service._reconcile_document_ingest_statuses(
+        index,
+        document_ids=[uploaded.id],
+        preserve_syncing=False,
+    )
+
+    entry = next(item for item in index["documents"] if item["id"] == uploaded.id)
+    assert changed is False
+    assert entry["ingest_status"] == KNOWLEDGE_INGEST_STATUS_INGESTED

server/tests/test_knowledge_sync.py

@@ -0,0 +1,65 @@
+from __future__ import annotations
+
+from sqlalchemy import create_engine
+from sqlalchemy.orm import Session, sessionmaker
+from sqlalchemy.pool import StaticPool
+
+from app.api.deps import CurrentUserContext
+from app.db.base import Base
+from app.services.knowledge import KNOWLEDGE_INGEST_STATUS_INGESTED, KnowledgeService
+from app.services.knowledge_sync import KnowledgeSyncDispatchService
+
+
+def build_session() -> Session:
+    engine = create_engine(
+        "sqlite+pysqlite:///:memory:",
+        connect_args={"check_same_thread": False},
+        poolclass=StaticPool,
+    )
+    Base.metadata.create_all(bind=engine)
+    session_factory = sessionmaker(bind=engine, autoflush=False, autocommit=False)
+    return session_factory()
+
+
+def test_force_sync_queues_ingested_documents_and_creates_hermes_run(tmp_path, monkeypatch) -> None:
+    submitted: list[dict[str, object]] = []
+    user = CurrentUserContext(
+        username="admin",
+        name="管理员",
+        role_codes=["manager"],
+        is_admin=True,
+    )
+
+    with build_session() as db:
+        knowledge_service = KnowledgeService(storage_root=tmp_path, db=db)
+        uploaded = knowledge_service.upload_document("报销制度", "demo.txt", b"hello", user)
+        document_id = uploaded.id
+        knowledge_service.set_document_ingest_statuses(
+            [document_id],
+            KNOWLEDGE_INGEST_STATUS_INGESTED,
+            agent_run_id="run_previous",
+        )
+        monkeypatch.setattr(
+            "app.services.knowledge_rag.KnowledgeRagService.get_document_status_map",
+            lambda self, _document_ids: {},
+        )
+        monkeypatch.setattr(
+            "app.services.knowledge_sync.knowledge_index_task_manager.submit_sync",
+            lambda **kwargs: submitted.append(kwargs),
+        )
+
+        dispatch_service = KnowledgeSyncDispatchService(db)
+        dispatch_service.knowledge_service = knowledge_service
+
+        result = dispatch_service.queue_sync(
+            current_user=user,
+            folder=None,
+            document_ids=[document_id],
+            force=True,
+            changed_only=True,
+        )
+
+        assert result.agent_run_id.startswith("run_")
+        assert document_id in result.document_ids
+        assert submitted
+        assert submitted[0]["agent_run_id"] == result.agent_run_id

server/tests/test_settings_persistence.py

@@ -14,6 +14,7 @@ from app.core import admin_secret
 from app.core import secret_box
 from app.core.secret_box import encrypt_secret
 from app.db.base import Base
+from app.models.hermes_config import HermesTaskConfig, HermesTaskExecutionLog
 from app.models.system_model_setting import SystemModelSetting
 from app.models.system_setting import SystemSetting
 from app.models.system_setting_secret import SystemSettingSecret
@@ -27,9 +28,11 @@ def build_session(db_file: Path) -> Session:
         f"sqlite+pysqlite:///{db_file.as_posix()}",
         connect_args={"check_same_thread": False},
     )
-    SystemSetting.__table__.create(bind=engine)
-    SystemSettingSecret.__table__.create(bind=engine)
-    SystemModelSetting.__table__.create(bind=engine)
+    SystemSetting.__table__.create(bind=engine)
+    SystemSettingSecret.__table__.create(bind=engine)
+    SystemModelSetting.__table__.create(bind=engine)
+    HermesTaskConfig.__table__.create(bind=engine)
+    HermesTaskExecutionLog.__table__.create(bind=engine)
     session_factory = sessionmaker(bind=engine, autoflush=False, autocommit=False)
     return session_factory()
 
@@ -45,9 +48,12 @@ def test_settings_service_persists_non_secret_and_secret_fields(monkeypatch) ->
     monkeypatch.setenv("HERMES_HOME", str(temp_dir / ".hermes"))
 
     with build_session(temp_dir / "settings.db") as db:
-        service = SettingsService(db)
-        initial_snapshot = service.get_settings_snapshot()
-        payload = initial_snapshot.model_dump()
+        service = SettingsService(db)
+        initial_snapshot = service.get_settings_snapshot()
+        assert initial_snapshot.llmForm.mainModel == "codex-mini-latest"
+        assert initial_snapshot.llmForm.mainEndpoint == "https://api.openai.com/v1"
+        assert initial_snapshot.llmForm.mainApiKey == ""
+        payload = initial_snapshot.model_dump()
 
         payload["companyForm"]["companyName"] = "YGSOFT"
         payload["companyForm"]["displayName"] = "云广软件"

server/tests/test_user_agent_service.py

@@ -167,7 +167,9 @@ def test_user_agent_knowledge_prompt_enforces_knowledge_boundary() -> None:
         assert "不能用常识、外部知识或主观推断补齐缺失条件" in messages[0]["content"]
         assert "不能只依赖排在最前面的片段" in messages[0]["content"]
         assert "不能把第一列的数值直接套给后面的列名" in messages[0]["content"]
-        assert "最终答复必须像助手在认真回答问题" in messages[0]["content"]
+        assert "最终答复必须使用 Markdown" in messages[0]["content"]
+        assert "## 结论" in messages[0]["content"]
+        assert "如果不能，必须明确说当前知识库没有找到直接依据" in messages[0]["content"]
         assert "禁止使用“已命中”“答案整理阶段”“稍后重试”" in messages[0]["content"]
         assert "knowledge_evidence_blocks" in messages[0]["content"]
         assert '"knowledge_answer_evidence": []' in messages[1]["content"]
@@ -435,6 +437,9 @@ def test_user_agent_knowledge_fallback_is_honest_and_personalized() -> None:
         )
 
         assert answer.startswith("张三，您好。")
+        assert "## 结论" in answer
+        assert "## 依据" in answer
+        assert "## 说明" in answer
         assert "我先根据当前制度依据给出可以确认的部分" in answer
         assert "已命中" not in answer
         assert "答案整理阶段本轮没有及时返回" not in answer
@@ -477,8 +482,8 @@ def test_user_agent_knowledge_answer_generation_uses_fast_timeouts(monkeypatch)
         )
 
         assert answer == "测试回答"
-        assert captured["timeout_seconds"] == 5
-        assert captured["slot_timeouts"] == {"main": 3, "backup": 5}
+        assert captured["timeout_seconds"] == 30
+        assert captured["slot_timeouts"] == {"main": 20, "backup": 30}
         assert captured["max_attempts"] == 1
 
 
@@ -549,7 +554,7 @@ def test_user_agent_knowledge_terms_keep_accounting_subject_in_long_query() -> N
     assert "会计科目" in terms
 
 
-def test_user_agent_uses_fast_knowledge_answer_without_model(monkeypatch) -> None:
+def test_user_agent_knowledge_answer_uses_model_after_retrieval(monkeypatch) -> None:
     session_factory = build_session_factory()
     with session_factory() as db:
         ontology = SemanticOntologyService(db).parse(
@@ -560,11 +565,14 @@ def test_user_agent_uses_fast_knowledge_answer_without_model(monkeypatch) -> Non
             )
         )
         service = UserAgentService(db)
-        monkeypatch.setattr(
-            service,
-            "_generate_answer_with_model",
-            lambda *args, **kwargs: (_ for _ in ()).throw(AssertionError("model should not be called")),
-        )
+        captured: dict[str, object] = {}
+
+        def fake_generate_answer(payload, **kwargs):
+            captured["payload"] = payload
+            captured.update(kwargs)
+            return "## 结论\n\n员工应在费用发生后 30 日内提交报销申请。"
+
+        monkeypatch.setattr(service, "_generate_answer_with_model", fake_generate_answer)
 
         response = service.respond(
             UserAgentRequest(
@@ -593,10 +601,11 @@ def test_user_agent_uses_fast_knowledge_answer_without_model(monkeypatch) -> Non
             )
         )
 
-        assert response.answer.startswith("张三，您好。")
-        assert "**结论**" in response.answer
+        assert captured["payload"].ontology.scenario == "knowledge"
+        assert "费用报销制度" in captured["fallback_answer"]
+        assert "## 依据" in captured["fallback_answer"]
+        assert response.answer.startswith("## 结论")
         assert "30 日内提交报销申请" in response.answer
-        assert "## 依据" not in response.answer
         assert "答案整理阶段本轮没有及时返回" not in response.answer
 
 
@@ -804,7 +813,8 @@ def test_user_agent_fast_knowledge_answer_renders_relevant_table_preview() -> No
         assert "| 项目 | 港澳台 | 其他地区 | 国外 |" in answer
         assert "| 餐补 | 75 | 55 | 140 |" in answer
         assert "餐补的标准为" in answer
-        assert "## 依据" not in answer
+        assert "## 结论" in answer
+        assert "## 依据" in answer
 
 
 def test_user_agent_fast_knowledge_answer_uses_user_grade_for_table_row() -> None:
@@ -906,8 +916,8 @@ def test_user_agent_fast_knowledge_answer_notes_missing_location_grounding() ->
 
         assert answer is not None
         assert "没有直接写出“北京”对应的地区档位或映射关系" in answer
-        assert "**说明**" in answer
-        assert "## 依据" not in answer
+        assert "## 说明" in answer
+        assert "## 依据" in answer
 
 
 def test_user_agent_fast_knowledge_answer_expands_lead_in_list_items() -> None:
@@ -952,12 +962,12 @@ def test_user_agent_fast_knowledge_answer_expands_lead_in_list_items() -> None:
         )
 
         assert answer is not None
-        assert "**结论**" in answer
+        assert "## 结论" in answer
         assert "登机牌、高速道路通行记录" in answer
         assert "支付记录" in answer
         assert "出差审批邮件、短信、微信等" in answer
         assert "（3）" not in answer
-        assert "## 依据" not in answer
+        assert "## 依据" in answer
 
 
 def test_user_agent_model_prompt_supports_contextual_personalization() -> None: