feat: 新增预算中心本体与风险规则评分回填
后端新增预算本体解析模块和风险规则评分回填服务，优化规则 生成本体对齐和提示词构建，增强费用类型关键词和本体验证， 完善报销查询和审计接口，前端预算中心页面增加对话框和本 体工具函数，重构审计页面元数据和视图模型，补充单元测试。
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caoxiaozhu
269
server/src/app/services/ontology_budget.py
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269
server/src/app/services/ontology_budget.py
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from __future__ import annotations
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import re
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from typing import Any
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from app.schemas.ontology import OntologyEntity, OntologyMetric
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from app.services.ontology_rules import (
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BUDGET_CONTEXT_TYPES,
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BUDGET_CONTROL_ACTION_KEYWORDS,
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BUDGET_KEYWORDS,
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BUDGET_REQUIRED_SLOT_KEYS,
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BUDGET_STATUS_KEYWORDS,
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BUDGET_SUBJECT_KEYWORDS,
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BUDGET_SUBJECT_LABEL_BY_CODE,
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)
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class BudgetOntologyMixin:
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@staticmethod
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def _is_budget_context_value(context_json: dict[str, Any]) -> bool:
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document_type = str(context_json.get("document_type") or "").strip()
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entry_source = str(context_json.get("entry_source") or "").strip()
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session_type = str(context_json.get("session_type") or "").strip()
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conversation_scenario = str(context_json.get("conversation_scenario") or "").strip()
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return (
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document_type in BUDGET_CONTEXT_TYPES
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or entry_source in BUDGET_CONTEXT_TYPES
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or session_type in BUDGET_CONTEXT_TYPES
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or conversation_scenario == "budget"
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)
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@staticmethod
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def _has_budget_signal(compact_query: str) -> bool:
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return any(keyword in compact_query for keyword in BUDGET_KEYWORDS)
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@staticmethod
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def _infer_budget_missing_slots(
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entities: list[OntologyEntity],
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context_json: dict[str, Any],
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) -> list[str]:
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entity_types = {item.type for item in entities}
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budget_values = context_json.get("budget_header")
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if not isinstance(budget_values, dict):
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budget_values = {}
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detail_values = context_json.get("budget_details")
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if not isinstance(detail_values, list):
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detail_values = []
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missing_slots: list[str] = []
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has_budget_period = str(budget_values.get("budget_period") or "").strip()
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has_department = str(budget_values.get("department") or "").strip()
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if "budget_period" not in entity_types and not has_budget_period:
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missing_slots.append("budget_period")
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if "department" not in entity_types and not has_department:
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missing_slots.append("department")
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has_subject = "budget_subject" in entity_types or any(
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str(item.get("budget_subject") or "").strip()
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for item in detail_values
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if isinstance(item, dict)
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)
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if not has_subject:
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missing_slots.append("budget_subject")
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has_amount = "budget_amount" in entity_types or any(
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str(item.get("budget_amount") or "").strip()
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for item in detail_values
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if isinstance(item, dict)
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)
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if not has_amount:
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missing_slots.append("budget_amount")
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return [item for item in BUDGET_REQUIRED_SLOT_KEYS if item in missing_slots]
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@staticmethod
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def _extract_budget_metrics(compact_query: str) -> list[OntologyMetric]:
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metrics: list[OntologyMetric] = []
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if any(keyword in compact_query for keyword in ("预算金额", "预算总额", "预算额度")):
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metrics.append(OntologyMetric(name="budget_amount", aggregation="sum", unit="CNY"))
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if any(
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keyword in compact_query
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for keyword in ("可用预算", "剩余预算", "可用余额", "剩余可用")
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):
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metrics.append(OntologyMetric(name="available_amount", aggregation="sum", unit="CNY"))
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if any(
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keyword in compact_query
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for keyword in ("已占用", "已预占", "预算占用", "占用金额")
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):
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metrics.append(OntologyMetric(name="reserved_amount", aggregation="sum", unit="CNY"))
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if any(keyword in compact_query for keyword in ("已发生", "已核销", "已消耗", "已使用")):
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metrics.append(OntologyMetric(name="consumed_amount", aggregation="sum", unit="CNY"))
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if any(keyword in compact_query for keyword in ("执行率", "使用率")):
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metrics.append(
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OntologyMetric(name="budget_usage_rate", aggregation="ratio", unit="percent")
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)
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return metrics
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def _extract_budget_entities(
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self,
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query: str,
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compact_query: str,
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context_json: dict[str, Any],
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) -> list[OntologyEntity]:
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entities: list[OntologyEntity] = []
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if self._is_budget_context_value(context_json) or self._has_budget_signal(compact_query):
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entities.append(
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self._make_entity(
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"document_type",
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"预算",
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"budget_plan",
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role="target",
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confidence=0.94,
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)
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)
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entities.append(
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self._make_entity(
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"workflow_stage",
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"预算控制",
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"budget_control",
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role="target",
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confidence=0.9,
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)
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)
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period_pattern = (
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r"(?P<year>20\d{2})\s*年\s*"
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r"(?:(?P<quarter>Q[1-4]|[一二三四]季度)|(?P<month>\d{1,2})\s*月|度)?"
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)
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for match in re.finditer(period_pattern, query, flags=re.IGNORECASE):
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year = match.group("year")
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quarter = match.group("quarter")
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month = match.group("month")
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if quarter:
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quarter_text = quarter.upper() if quarter.upper().startswith("Q") else quarter
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normalized = f"{year}年{quarter_text}"
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elif month:
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normalized = f"{year}年{int(month)}月"
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else:
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normalized = f"{year}年度"
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entities.append(
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self._make_entity(
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"budget_period",
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match.group(0).strip(),
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normalized,
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role="filter",
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confidence=0.88,
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)
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)
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for code in re.findall(r"CC-\d+", query, flags=re.IGNORECASE):
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entities.append(
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self._make_entity(
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"cost_center",
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code,
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code.upper(),
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role="filter",
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confidence=0.92,
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)
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)
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for label, normalized in BUDGET_SUBJECT_KEYWORDS.items():
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if label in query:
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subject_label = BUDGET_SUBJECT_LABEL_BY_CODE.get(normalized, label)
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entities.append(
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self._make_entity(
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"budget_subject",
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label,
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normalized,
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role="filter",
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confidence=0.9,
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)
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)
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entities.append(
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self._make_entity(
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"expense_type",
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subject_label,
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normalized,
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role="filter",
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confidence=0.9,
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)
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)
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for label, normalized in BUDGET_STATUS_KEYWORDS.items():
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if label in query:
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entities.append(
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self._make_entity(
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"budget_status",
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label,
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normalized,
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role="filter",
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confidence=0.86,
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)
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)
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for label, normalized in BUDGET_CONTROL_ACTION_KEYWORDS.items():
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if label in query:
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entities.append(
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self._make_entity(
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"control_action",
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label,
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normalized,
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role="target",
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confidence=0.84,
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)
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)
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version_match = re.search(r"V\d+(?:\.\d+){0,2}", query, flags=re.IGNORECASE)
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if version_match:
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version = version_match.group(0).upper()
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entities.append(
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self._make_entity(
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"budget_version",
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version,
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version,
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role="filter",
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confidence=0.86,
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)
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)
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warning_match = re.search(r"(?:预警线|预警阈值|预算预警)\s*(?P<value>\d{1,3})\s*%", query)
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if warning_match:
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value = f"{warning_match.group('value')}%"
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entities.append(
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self._make_entity(
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"warning_threshold",
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value,
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value,
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role="threshold",
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confidence=0.9,
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)
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)
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entities.extend(self._extract_budget_amount_entities(query))
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return entities
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def _extract_budget_amount_entities(self, query: str) -> list[OntologyEntity]:
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entities: list[OntologyEntity] = []
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patterns = (
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(
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"budget_amount",
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r"(?:预算金额|预算额度|预算总额)\s*(?P<value>\d+(?:\.\d+)?)\s*(?P<unit>万元|万|元)?",
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),
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(
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"available_amount",
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r"(?:可用预算|剩余预算|可用余额|剩余可用)\s*(?P<value>\d+(?:\.\d+)?)\s*(?P<unit>万元|万|元)?",
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),
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(
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"reserved_amount",
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r"(?:已占用|已预占|占用金额|预算占用)\s*(?P<value>\d+(?:\.\d+)?)\s*(?P<unit>万元|万|元)?",
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),
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(
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"consumed_amount",
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r"(?:已发生|已核销|已消耗|已使用)\s*(?P<value>\d+(?:\.\d+)?)\s*(?P<unit>万元|万|元)?",
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),
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)
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for entity_type, pattern in patterns:
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for match in re.finditer(pattern, query):
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raw_value = match.group("value")
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unit = match.group("unit")
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amount_value = self._normalize_amount(raw_value, unit)
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display_value = f"{raw_value}{unit or ''}"
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entities.append(
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self._make_entity(
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entity_type,
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display_value,
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str(amount_value),
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role="target",
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confidence=0.9,
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)
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)
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return entities
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