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

server/src/app/services/expense_claim_access_policy.py

@@ -12,7 +12,7 @@ from app.models.financial_record import ExpenseClaim
 from app.models.organization import OrganizationUnit
 from app.models.role import Role
 from app.services.expense_claim_workflow_constants import (
-    APPROVAL_DONE_STAGE,
+    APPLICATION_ARCHIVE_STAGE,
     ARCHIVE_ACCOUNTING_STAGE,
     BUDGET_MANAGER_APPROVAL_STAGE,
     DIRECT_MANAGER_APPROVAL_STAGE,
@@ -30,7 +30,7 @@ BUDGET_MONITOR_ROLE_CODE = "budget_monitor"
 BUDGET_MONITOR_APPROVAL_GRADE = "P8"
 CLAIM_DELETE_ROLE_CODES = {"executive"}
 ARCHIVED_CLAIM_STATUSES = ("approved", "completed", "paid")
-APPLICATION_ARCHIVED_STAGES = (APPROVAL_DONE_STAGE, "申请归档", "completed")
+APPLICATION_ARCHIVED_STAGES = (APPLICATION_ARCHIVE_STAGE,)
 ARCHIVED_REIMBURSEMENT_STAGES = (
     ARCHIVE_ACCOUNTING_STAGE,
     PAYMENT_PAID_STAGE,
@@ -67,24 +67,31 @@ class ExpenseClaimAccessPolicy:
             normalized_type == "application",
             normalized_type.like("%\\_application", escape="\\"),
         )
-        return or_(
-            stage.in_(ARCHIVED_REIMBURSEMENT_STAGES),
-            stage == "completed",
-            and_(
-                application_condition,
-                normalized_status.in_(ARCHIVED_CLAIM_STATUSES),
-                stage.in_(APPLICATION_ARCHIVED_STAGES),
-            ),
-            and_(
-                normalized_status.in_(ARCHIVED_CLAIM_STATUSES),
-                or_(
-                    stage == "",
-                    stage.is_(None),
-                    stage.in_(ARCHIVED_REIMBURSEMENT_STAGES),
-                    stage == "completed",
+        reimbursement_condition = and_(
+            ~application_condition,
+            or_(
+                stage.in_(ARCHIVED_REIMBURSEMENT_STAGES),
+                stage == "completed",
+                and_(
+                    normalized_status.in_(ARCHIVED_CLAIM_STATUSES),
+                    or_(
+                        stage == "",
+                        stage.is_(None),
+                        stage.in_(ARCHIVED_REIMBURSEMENT_STAGES),
+                        stage == "completed",
+                    ),
                 ),
             ),
         )
+        application_archive_condition = and_(
+            application_condition,
+            normalized_status.in_(ARCHIVED_CLAIM_STATUSES),
+            stage.in_(APPLICATION_ARCHIVED_STAGES),
+        )
+        return or_(
+            reimbursement_condition,
+            application_archive_condition,
+        )
 
     @staticmethod
     def has_claim_delete_access(current_user: CurrentUserContext) -> bool:
@@ -96,8 +103,6 @@ class ExpenseClaimAccessPolicy:
     def is_archived_claim(claim: ExpenseClaim) -> bool:
         normalized_status = str(claim.status or "").strip().lower()
         stage = str(claim.approval_stage or "").strip()
-        if stage in set(ARCHIVED_REIMBURSEMENT_STAGES):
-            return True
         normalized_type = str(claim.expense_type or "").strip().lower()
         claim_no = str(claim.claim_no or "").strip().upper()
         is_application_claim = (
@@ -105,11 +110,9 @@ class ExpenseClaimAccessPolicy:
             or normalized_type == "application"
             or normalized_type.endswith("_application")
         )
-        if (
-            is_application_claim
-            and normalized_status in ARCHIVED_CLAIM_STATUSES
-            and stage in APPLICATION_ARCHIVED_STAGES
-        ):
+        if is_application_claim:
+            return normalized_status in ARCHIVED_CLAIM_STATUSES and stage in APPLICATION_ARCHIVED_STAGES
+        if stage in set(ARCHIVED_REIMBURSEMENT_STAGES):
             return True
         return normalized_status in ARCHIVED_CLAIM_STATUSES and stage in {"", *ARCHIVED_REIMBURSEMENT_STAGES}