feat: 报销审批流重构与管家计划全链路贯通
- 重构报销状态注册表、审批流路由与平台风险标记 - 完善管家意图规划器与模型计划构建器全链路 - 新增 OCR Worker 脚本、数据库会话管理与通知状态 - 优化文档中心、日志视图、预算中心与员工管理交互 - 增强工作台摘要、图标资源与全局主题样式 - 补充审批路由、状态注册、OCR 服务与管家规划器测试覆盖
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@@ -17,6 +17,7 @@ from app.core.logging import get_logger
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from app.models.agent_asset import AgentAsset, AgentAssetReview, AgentAssetVersion
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from app.services.agent_asset_spreadsheet import (
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COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
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COMPANY_PREAPPROVAL_RULE_CODE,
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COMPANY_TRAVEL_EXPENSE_RULE_CODE,
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FINANCE_RULES_LIBRARY,
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AgentAssetSpreadsheetManager,
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@@ -26,6 +27,8 @@ from app.services.agent_foundation_constants import (
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ATTACHMENT_RULE_RUNTIME_CONFIG,
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COMPANY_COMMUNICATION_RULE_SCENARIO_JSON,
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COMPANY_COMMUNICATION_RULE_VERSION,
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COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON,
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COMPANY_PREAPPROVAL_RULE_VERSION,
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COMPANY_TRAVEL_RULE_SCENARIO_JSON,
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COMPANY_TRAVEL_RULE_VERSION,
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DIGITAL_EMPLOYEE_FINANCE_POLICY_TASK_CODE,
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@@ -301,6 +304,35 @@ class AgentFoundationAssetSeedMixin:
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"rule_template_label": "通信费报销 Excel 模板",
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},
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)
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company_preapproval_rule = AgentAsset(
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asset_type=AgentAssetType.RULE.value,
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code=COMPANY_PREAPPROVAL_RULE_CODE,
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name="公司费用申请审批规则",
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description="通过 Excel 明细表维护业务招待、办公用品和通用大额费用的事前申请与审批阈值。",
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domain=AgentAssetDomain.EXPENSE.value,
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scenario_json=list(COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON),
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owner="财务制度管理组",
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reviewer="顾承宣",
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status=AgentAssetStatus.ACTIVE.value,
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current_version=COMPANY_PREAPPROVAL_RULE_VERSION,
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published_version=COMPANY_PREAPPROVAL_RULE_VERSION,
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working_version=COMPANY_PREAPPROVAL_RULE_VERSION,
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config_json={
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"severity": "high",
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"enabled": True,
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"tag": "财务规则",
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"detail_mode": "spreadsheet",
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"rule_library": FINANCE_RULES_LIBRARY,
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"scenario_category": COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON[0],
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"ai_review_category": COMPANY_PREAPPROVAL_RULE_SCENARIO_JSON[0],
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"finance_rule_code": "expense.preapproval.policy",
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"finance_rule_sheet": "费用申请审批规则",
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"expense_types": ["meal", "entertainment", "office", "all"],
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"business_stage": ["expense_application", "reimbursement"],
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"budget_required": True,
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"rule_template_label": "费用申请审批 Excel 模板",
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},
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)
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skill_expense_asset = AgentAsset(
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asset_type=AgentAssetType.SKILL.value,
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code="skill.expense.summary_lookup",
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@@ -468,6 +500,7 @@ class AgentFoundationAssetSeedMixin:
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*platform_risk_assets,
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company_travel_rule,
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company_communication_rule,
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company_preapproval_rule,
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skill_expense_asset,
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skill_ar_asset,
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invoice_mcp_asset,
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@@ -495,6 +528,11 @@ class AgentFoundationAssetSeedMixin:
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version=COMPANY_COMMUNICATION_RULE_VERSION,
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actor_name="系统初始化",
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)
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company_preapproval_rule_meta = self._ensure_company_preapproval_rule_spreadsheet_seed(
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company_preapproval_rule,
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version=COMPANY_PREAPPROVAL_RULE_VERSION,
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actor_name="系统初始化",
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)
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self._hide_deprecated_finance_rule_assets()
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@@ -581,6 +619,18 @@ class AgentFoundationAssetSeedMixin:
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change_note="初始化通信费报销 Excel 规则表。",
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created_by="系统初始化",
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),
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AgentAssetVersion(
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asset=company_preapproval_rule,
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version=COMPANY_PREAPPROVAL_RULE_VERSION,
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content=AgentAssetSpreadsheetManager.build_version_markdown(
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rule_name=company_preapproval_rule.name,
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version=COMPANY_PREAPPROVAL_RULE_VERSION,
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metadata=company_preapproval_rule_meta,
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),
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content_type=AgentAssetContentType.MARKDOWN.value,
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change_note="初始化费用申请审批 Excel 规则表。",
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created_by="系统初始化",
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),
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AgentAssetVersion(
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asset=skill_expense_asset,
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version="v1.0.0",
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