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。

document/development/budget-center/day_6_budget_analytics_ontology.md

@@ -32,6 +32,46 @@ over_budget
 budget_warning
 ```
 
+## 预算字段设计
+
+预算中心字段分为四层，前端弹窗、预算台账、后端本体解析都必须使用同一套语义键。
+
+### 预算主信息
+
+- `budget_period`：预算周期，支持年度、季度、月份。
+- `department`：所属部门，来自真实组织/部门数据。
+- `cost_center`：成本中心，跟随部门归属。
+- `budget_owner`：预算负责人。
+- `budget_version`：预算版本，例如 `V1.0（初始版本）`。
+- `budget_status`：预算状态，第一版限定为 `编制中 / 已发布 / 已冻结`。
+- `budget_description`：预算说明。
+
+### 预算明细
+
+- `budget_subject`：预算科目，对应页面费用类型。
+- `budget_subject_code`：预算科目编码，例如 `travel / office / training`。
+- `budget_amount`：预算金额。
+- `warning_threshold`：预警线，例如 `70% / 80%`。
+- `control_action`：控制动作，第一版限定为 `正常 / 提醒 / 管控`。
+- `budget_remark`：明细备注。
+
+### 预算执行
+
+- `reserved_amount`：已占用/已预占金额。
+- `consumed_amount`：已发生/已核销金额。
+- `available_amount`：剩余可用金额。
+- `budget_usage_rate`：预算执行率。
+- `over_budget`：是否超预算。
+- `budget_warning`：是否触发预算预警。
+
+### 本体映射规则
+
+- 页面字段使用驼峰变量，但提交/上下文统一映射为 snake_case 本体字段。
+- 本体 `scenario=budget` 负责预算编制、预算查询、预算预警、预算占用、预算不足解释。
+- 费用申请/报销仍使用 `scenario=expense`，但预算占用字段必须引用 `budget_subject / budget_period / cost_center`。
+- 问句中出现“预算金额、可用预算、剩余预算、预算占用、成本中心、预警线、超预算、预算不足”等词，应优先识别为 `budget` 场景。
+- 本体输出中，预算字段优先进入 `entities`；金额类查询同步进入 `metrics`；筛选口径进入 `constraints`。
+
 ## AI解释能力
 
 需要支持的问题：
@@ -48,4 +88,3 @@ budget_warning
 - [ ] AI能解释预算不足原因。
 - [ ] 首页预算看板来自后端真实汇总。
 - [ ] 预算中心和AI回答的金额一致。
-

server/src/app/api/deps.py

@@ -80,6 +80,18 @@ def require_admin_user(
     )
 
 
+def require_platform_admin_user(
+    current_user: Annotated[CurrentUserContext, Depends(get_current_user)],
+) -> CurrentUserContext:
+    if current_user.is_admin:
+        return current_user
+
+    raise HTTPException(
+        status_code=status.HTTP_403_FORBIDDEN,
+        detail="只有 admin 管理员可以执行该操作。",
+    )
+
+
 def require_rule_editor_user(
     current_user: Annotated[CurrentUserContext, Depends(get_current_user)],
 ) -> CurrentUserContext:
@@ -102,5 +114,5 @@ def require_rule_reviewer_user(
 
     raise HTTPException(
         status_code=status.HTTP_403_FORBIDDEN,
-        detail="只有高级管理人员可以审核、发布或恢复正式规则。",
+        detail="只有高级管理人员或 admin 管理员可以执行该操作。",
     )

server/src/app/api/v1/endpoints/agent_assets.py

@@ -10,7 +10,7 @@ from app.api.deps import (
     CurrentUserContext,
     get_current_user,
     get_db,
-    require_admin_user,
+    require_platform_admin_user,
     require_rule_editor_user,
     require_rule_reviewer_user,
 )
@@ -58,7 +58,7 @@ RequestIdHeader = Annotated[
     Header(description="外部请求 ID，用于串联审计日志和上游调用链。"),
 ]
 CurrentUser = Annotated[CurrentUserContext, Depends(get_current_user)]
-AdminUser = Annotated[CurrentUserContext, Depends(require_admin_user)]
+PlatformAdminUser = Annotated[CurrentUserContext, Depends(require_platform_admin_user)]
 RuleEditorUser = Annotated[CurrentUserContext, Depends(require_rule_editor_user)]
 RuleReviewerUser = Annotated[CurrentUserContext, Depends(require_rule_reviewer_user)]
 
@@ -187,7 +187,7 @@ def get_agent_asset_risk_rule_latest_test(
 def simulate_agent_asset_risk_rule_test(
     asset_id: str,
     payload: AgentAssetRiskRuleSimulationRequest,
-    _: RuleEditorUser,
+    _: PlatformAdminUser,
     db: DbSession,
 ) -> AgentAssetRiskRuleSimulationRead:
     try:
@@ -205,7 +205,7 @@ def simulate_agent_asset_risk_rule_test(
 def run_agent_asset_risk_rule_sample_test(
     asset_id: str,
     payload: AgentAssetRiskRuleSampleTestRequest,
-    current_user: RuleEditorUser,
+    current_user: PlatformAdminUser,
     db: DbSession,
     x_actor: ActorHeader = None,
     x_request_id: RequestIdHeader = None,
@@ -230,7 +230,7 @@ def run_agent_asset_risk_rule_sample_test(
 def run_agent_asset_risk_rule_scenario_test(
     asset_id: str,
     payload: AgentAssetRiskRuleScenarioTestRequest,
-    current_user: RuleEditorUser,
+    current_user: PlatformAdminUser,
     db: DbSession,
     x_actor: ActorHeader = None,
     x_request_id: RequestIdHeader = None,
@@ -255,7 +255,7 @@ def run_agent_asset_risk_rule_scenario_test(
 def confirm_agent_asset_risk_rule_test_report(
     asset_id: str,
     payload: AgentAssetRiskRuleReportRequest,
-    current_user: RuleEditorUser,
+    current_user: PlatformAdminUser,
     db: DbSession,
     x_actor: ActorHeader = None,
     x_request_id: RequestIdHeader = None,
@@ -301,12 +301,12 @@ def save_agent_asset_rule_json(
     response_model=AgentAssetRead,
     status_code=status.HTTP_201_CREATED,
     summary="根据自然语言新建风险规则草稿",
-    description="根据业务域、风险等级和自然语言描述生成 JSON 风险规则，并保存为待审核草稿资产。",
+    description="根据业务域、自然语言描述和风险评分模型生成 JSON 风险规则，并保存为待上线草稿资产。",
 )
 def generate_agent_asset_risk_rule(
     payload: AgentAssetRiskRuleGenerateRequest,
     background_tasks: BackgroundTasks,
-    current_user: RuleEditorUser,
+    current_user: RuleReviewerUser,
     db: DbSession,
     x_actor: ActorHeader = None,
     x_request_id: RequestIdHeader = None,
@@ -550,6 +550,7 @@ def list_agent_asset_spreadsheet_change_records(
 )
 def create_agent_asset(
     payload: AgentAssetCreate,
+    current_user: RuleReviewerUser,
     db: DbSession,
     x_actor: ActorHeader = None,
     x_request_id: RequestIdHeader = None,
@@ -557,7 +558,7 @@ def create_agent_asset(
     try:
         return AgentAssetService(db).create_asset(
             payload,
-            actor=(x_actor or payload.owner).strip() or "system",
+            actor=(x_actor or current_user.name or payload.owner).strip() or "system",
             request_id=x_request_id,
         )
     except Exception as exc:
@@ -583,15 +584,21 @@ def create_agent_asset(
 def update_agent_asset(
     asset_id: str,
     payload: AgentAssetUpdate,
+    current_user: CurrentUser,
     db: DbSession,
     x_actor: ActorHeader = None,
     x_request_id: RequestIdHeader = None,
 ) -> AgentAssetRead:
     try:
+        role_codes = {item.strip() for item in current_user.role_codes}
+        if (payload.status is not None or payload.published_version is not None) and not (
+            current_user.is_admin or "manager" in role_codes
+        ):
+            raise PermissionError("只有高级管理员或 admin 管理员可以更改规则上线状态。")
         return AgentAssetService(db).update_asset(
             asset_id,
             payload,
-            actor=(x_actor or "system").strip() or "system",
+            actor=(x_actor or current_user.name or "system").strip() or "system",
             request_id=x_request_id,
         )
     except Exception as exc:
@@ -846,7 +853,7 @@ def publish_agent_asset_risk_rule(
 )
 def delete_agent_asset(
     asset_id: str,
-    current_user: RuleEditorUser,
+    current_user: PlatformAdminUser,
     db: DbSession,
     x_actor: ActorHeader = None,
     x_request_id: RequestIdHeader = None,

server/src/app/schemas/agent_asset.py

@@ -112,6 +112,11 @@ class AgentAssetRuleJsonRead(BaseModel):
 
 class AgentAssetRiskRuleGenerateRequest(BaseModel):
     business_domain: AgentAssetDomain = AgentAssetDomain.EXPENSE
+    business_stage: str | None = Field(
+        default="reimbursement",
+        pattern="^(expense_application|reimbursement)$",
+        max_length=40,
+    )
     expense_category: str | None = Field(default=None, max_length=40)
     rule_title: str | None = Field(default=None, max_length=80)
     risk_level: str | None = Field(default=None, pattern="^(low|medium|high|critical)$")

server/src/app/schemas/ontology.py

@@ -8,6 +8,7 @@ OntologyScenario = Literal[
     "expense",
     "accounts_receivable",
     "accounts_payable",
+    "budget",
     "knowledge",
     "unknown",
 ]

server/src/app/services/agent_asset_risk_rule_level.py

@@ -35,6 +35,8 @@ class AgentAssetRiskRuleLevelMixin:
         actor: str,
         request_id: str | None = None,
     ) -> AgentAsset:
+        del asset_id, risk_level, actor, request_id
+        raise ValueError("风险等级和分数由评分模型自动计算，不能手动修改。")
         asset = self._resolve_asset(asset_id)
         self._require_json_risk_asset(asset)
         normalized_level = self._normalize_risk_rule_level(risk_level)

server/src/app/services/agent_asset_risk_rule_testing.py

@@ -148,11 +148,12 @@ class AgentAssetRiskRuleTestingMixin:
         if not body.confirm_passed:
             raise ValueError("请确认测试通过后再保存测试报告。")
 
-        summary = "测试报告已确认，当前版本可提交审核。"
+        summary = "测试报告已确认，当前版本可上线。"
         if scenario is None:
             summary = "快速样例测试已确认通过，真实场景试运行未执行。"
         elif not scenario.passed:
             summary = "快速样例测试已确认通过，真实场景试运行未找到可测样本。"
+        self._mark_risk_rule_operation(asset, action="test", actor=actor)
         return self._create_test_run(
             asset,
             version=version,
@@ -162,9 +163,9 @@ class AgentAssetRiskRuleTestingMixin:
             input_json={"confirm_passed": True, "note": body.note or ""},
             result_json={
                 "sample_test_run_id": sample.id,
-                "scenario_test_run_id": scenario.id,
+                "scenario_test_run_id": scenario.id if scenario else "",
                 "sample_summary": sample.summary,
-                "scenario_summary": scenario.summary,
+                "scenario_summary": scenario.summary if scenario else "",
             },
             actor=actor,
             request_id=request_id,
@@ -308,6 +309,11 @@ class AgentAssetRiskRuleTestingMixin:
 
         config_json = dict(asset.config_json or {})
         config_json["enabled"] = bool(enabled)
+        self._set_risk_rule_status_for_online_toggle(asset, enabled=enabled, actor=actor)
+        config_json["last_operation"] = self._build_last_operation(
+            action="online" if enabled else "offline",
+            actor=actor,
+        )
         asset.config_json = config_json
         updated = self.repository.save_asset(asset)
         self.audit_service.log_action(
@@ -321,6 +327,50 @@ class AgentAssetRiskRuleTestingMixin:
         )
         return updated
 
+    def _set_risk_rule_status_for_online_toggle(
+        self,
+        asset: AgentAsset,
+        *,
+        enabled: bool,
+        actor: str,
+    ) -> None:
+        if enabled:
+            version = self._resolve_target_version(asset, None)
+            approved_review = self.repository.get_review(
+                asset.id, version, AgentReviewStatus.APPROVED.value
+            )
+            if approved_review is None:
+                self.db.add(
+                    AgentAssetReview(
+                        asset_id=asset.id,
+                        version=version,
+                        reviewer=actor,
+                        review_status=AgentReviewStatus.APPROVED.value,
+                        review_note="直接上线风险规则。",
+                        reviewed_at=datetime.now(UTC),
+                    )
+                )
+            asset.published_version = version
+            asset.reviewer = actor
+            asset.status = AgentAssetStatus.ACTIVE.value
+            return
+
+        asset.status = AgentAssetStatus.DISABLED.value
+
+    def _mark_risk_rule_operation(self, asset: AgentAsset, *, action: str, actor: str) -> None:
+        config_json = dict(asset.config_json or {})
+        config_json["last_operation"] = self._build_last_operation(action=action, actor=actor)
+        asset.config_json = config_json
+        self.db.add(asset)
+
+    @staticmethod
+    def _build_last_operation(*, action: str, actor: str) -> dict[str, str]:
+        return {
+            "action": action,
+            "actor": str(actor or "system").strip() or "system",
+            "at": datetime.now(UTC).isoformat(),
+        }
+
     def _load_risk_rule_for_test(
         self, asset_id: str, version: str | None
     ) -> tuple[AgentAsset, str, dict[str, Any]]:

server/src/app/services/agent_assets.py

@@ -37,6 +37,7 @@ from app.services.agent_asset_spreadsheet_helpers import AgentAssetSpreadsheetHe
 from app.services.agent_asset_timeline import AgentAssetTimelineMixin
 from app.services.agent_foundation import AgentFoundationService
 from app.services.audit import AuditLogService
+from app.services.risk_rule_score_backfill import backfill_missing_risk_rule_score
 
 logger = get_logger("app.services.agent_assets")
 
@@ -79,6 +80,11 @@ class AgentAssetService(
         asset = self.repository.get(asset_id)
         if asset is None:
             return None
+        try:
+            if backfill_missing_risk_rule_score(asset):
+                asset = self.repository.save_asset(asset)
+        except Exception:
+            logger.warning("Failed to backfill risk rule score asset_id=%s", asset_id, exc_info=True)
 
         working_version = self._resolve_working_version(asset)
         recent_versions = self._sort_versions(

server/src/app/services/expense_claim_constants.py

@@ -17,8 +17,10 @@ EXPENSE_TYPE_LABELS = {
     "meal": "业务招待",
     "meeting": "会务",
     "entertainment": "招待",
+    "marketing": "市场推广",
     "office": "办公用品",
     "training": "培训",
+    "software": "软件服务",
     "communication": "通讯",
     "welfare": "福利",
 }
@@ -52,8 +54,21 @@ DOCUMENT_TYPE_SCENE_MAP = {
     "meeting_invoice": "meeting",
     "training_invoice": "training",
 }
-DOCUMENT_FACT_ITEM_TYPES = {"train_ticket", "flight_ticket", "hotel_ticket", "ride_ticket", "ship_ticket", "ferry_ticket"}
-ROUTE_DESCRIPTION_ITEM_TYPES = {"train_ticket", "flight_ticket", "ship_ticket", "ferry_ticket", "ride_ticket"}
+DOCUMENT_FACT_ITEM_TYPES = {
+    "train_ticket",
+    "flight_ticket",
+    "hotel_ticket",
+    "ride_ticket",
+    "ship_ticket",
+    "ferry_ticket",
+}
+ROUTE_DESCRIPTION_ITEM_TYPES = {
+    "train_ticket",
+    "flight_ticket",
+    "ship_ticket",
+    "ferry_ticket",
+    "ride_ticket",
+}
 DOCUMENT_TRIP_DATE_LABELS = {
     "train_ticket": "列车出发时间",
     "flight_itinerary": "起飞日期",
@@ -118,7 +133,17 @@ DOCUMENT_ROUTE_TEXT_PATTERN = re.compile(
     r"([A-Za-z0-9\u4e00-\u9fa5（）()·]{2,40})\s*(?:至|到|→|->|—|–|-)\s*"
     r"([A-Za-z0-9\u4e00-\u9fa5（）()·]{2,40})"
 )
-DOCUMENT_ROUTE_ORIGIN_LABELS = {"起点", "上车", "上车地点", "上车地址", "出发", "出发地", "出发站", "始发站", "乘车起点"}
+DOCUMENT_ROUTE_ORIGIN_LABELS = {
+    "起点",
+    "上车",
+    "上车地点",
+    "上车地址",
+    "出发",
+    "出发地",
+    "出发站",
+    "始发站",
+    "乘车起点",
+}
 DOCUMENT_ROUTE_DESTINATION_LABELS = {
     "终点",
     "下车",
@@ -140,9 +165,11 @@ EXPENSE_SCENE_KEYWORDS = {
         "transport",
         "meal",
         "entertainment",
+        "marketing",
         "office",
         "meeting",
         "training",
+        "software",
         "communication",
         "welfare",
     )
@@ -158,9 +185,11 @@ EXPENSE_TYPE_ALLOWED_DOCUMENT_SCENES = {
     "transport": {"transport", "travel"},
     "meal": {"meal", "entertainment"},
     "entertainment": {"entertainment", "meal"},
+    "marketing": {"marketing"},
     "office": {"office"},
     "meeting": {"meeting"},
     "training": {"training"},
+    "software": {"software"},
 }
 DOCUMENT_SCENE_LABELS = {
     "travel": "差旅",
@@ -168,9 +197,11 @@ DOCUMENT_SCENE_LABELS = {
     "transport": "交通",
     "meal": "业务招待",
     "entertainment": "业务招待",
+    "marketing": "市场推广",
     "office": "办公用品",
     "meeting": "会务",
     "training": "培训",
+    "software": "软件服务",
     "other": "其他票据",
 }
 DOCUMENT_ASSOCIATION_REVIEW_ACTIONS = {
@@ -191,7 +222,10 @@ RETURN_REASON_OPTIONS = {
     "approval_question": "审批人需要补充说明",
 }
 MAX_CLAIM_NO_RETRY_ATTEMPTS = 3
-DOCUMENT_DATE_PATTERN = re.compile(r"((?:20\d{2}|19\d{2})[-/年.](?:1[0-2]|0?[1-9])[-/月.](?:3[01]|[12]\d|0?[1-9])日?)")
+DOCUMENT_DATE_PATTERN = re.compile(
+    r"((?:20\d{2}|19\d{2})[-/年.](?:1[0-2]|0?[1-9])[-/月.]"
+    r"(?:3[01]|[12]\d|0?[1-9])日?)"
+)
 SYSTEM_GENERATED_REASON_PREFIXES = (
     "我上传了",
     "请按当前已识别信息",

server/src/app/services/expense_type_keywords.py

@@ -1,7 +1,6 @@
 from __future__ import annotations
 
-from typing import Iterable
-
+from collections.abc import Iterable
 
 EXPENSE_TYPE_KEYWORD_GROUPS: tuple[tuple[str, str, tuple[str, ...]], ...] = (
     (
@@ -132,6 +131,22 @@ EXPENSE_TYPE_KEYWORD_GROUPS: tuple[tuple[str, str, tuple[str, ...]], ...] = (
             "布展",
         ),
     ),
+    (
+        "marketing",
+        "市场推广费",
+        (
+            "市场推广费",
+            "市场推广",
+            "推广费",
+            "广告费",
+            "广告投放",
+            "投放费",
+            "品牌宣传",
+            "宣传费",
+            "营销物料",
+            "推广物料",
+        ),
+    ),
     (
         "office",
         "办公用品费",
@@ -177,6 +192,24 @@ EXPENSE_TYPE_KEYWORD_GROUPS: tuple[tuple[str, str, tuple[str, ...]], ...] = (
             "认证",
         ),
     ),
+    (
+        "software",
+        "软件服务费",
+        (
+            "软件服务费",
+            "软件费",
+            "软件订阅",
+            "SaaS",
+            "SAAS",
+            "saas",
+            "SaaS订阅",
+            "系统服务费",
+            "云服务费",
+            "云资源",
+            "平台服务费",
+            "技术服务费",
+        ),
+    ),
     (
         "communication",
         "通讯费",

server/src/app/services/ontology_budget.py

@@ -0,0 +1,269 @@
+from __future__ import annotations
+
+import re
+from typing import Any
+
+from app.schemas.ontology import OntologyEntity, OntologyMetric
+from app.services.ontology_rules import (
+    BUDGET_CONTEXT_TYPES,
+    BUDGET_CONTROL_ACTION_KEYWORDS,
+    BUDGET_KEYWORDS,
+    BUDGET_REQUIRED_SLOT_KEYS,
+    BUDGET_STATUS_KEYWORDS,
+    BUDGET_SUBJECT_KEYWORDS,
+    BUDGET_SUBJECT_LABEL_BY_CODE,
+)
+
+
+class BudgetOntologyMixin:
+    @staticmethod
+    def _is_budget_context_value(context_json: dict[str, Any]) -> bool:
+        document_type = str(context_json.get("document_type") or "").strip()
+        entry_source = str(context_json.get("entry_source") or "").strip()
+        session_type = str(context_json.get("session_type") or "").strip()
+        conversation_scenario = str(context_json.get("conversation_scenario") or "").strip()
+        return (
+            document_type in BUDGET_CONTEXT_TYPES
+            or entry_source in BUDGET_CONTEXT_TYPES
+            or session_type in BUDGET_CONTEXT_TYPES
+            or conversation_scenario == "budget"
+        )
+
+    @staticmethod
+    def _has_budget_signal(compact_query: str) -> bool:
+        return any(keyword in compact_query for keyword in BUDGET_KEYWORDS)
+
+    @staticmethod
+    def _infer_budget_missing_slots(
+        entities: list[OntologyEntity],
+        context_json: dict[str, Any],
+    ) -> list[str]:
+        entity_types = {item.type for item in entities}
+        budget_values = context_json.get("budget_header")
+        if not isinstance(budget_values, dict):
+            budget_values = {}
+        detail_values = context_json.get("budget_details")
+        if not isinstance(detail_values, list):
+            detail_values = []
+
+        missing_slots: list[str] = []
+        has_budget_period = str(budget_values.get("budget_period") or "").strip()
+        has_department = str(budget_values.get("department") or "").strip()
+        if "budget_period" not in entity_types and not has_budget_period:
+            missing_slots.append("budget_period")
+        if "department" not in entity_types and not has_department:
+            missing_slots.append("department")
+        has_subject = "budget_subject" in entity_types or any(
+            str(item.get("budget_subject") or "").strip()
+            for item in detail_values
+            if isinstance(item, dict)
+        )
+        if not has_subject:
+            missing_slots.append("budget_subject")
+        has_amount = "budget_amount" in entity_types or any(
+            str(item.get("budget_amount") or "").strip()
+            for item in detail_values
+            if isinstance(item, dict)
+        )
+        if not has_amount:
+            missing_slots.append("budget_amount")
+        return [item for item in BUDGET_REQUIRED_SLOT_KEYS if item in missing_slots]
+
+    @staticmethod
+    def _extract_budget_metrics(compact_query: str) -> list[OntologyMetric]:
+        metrics: list[OntologyMetric] = []
+        if any(keyword in compact_query for keyword in ("预算金额", "预算总额", "预算额度")):
+            metrics.append(OntologyMetric(name="budget_amount", aggregation="sum", unit="CNY"))
+        if any(
+            keyword in compact_query
+            for keyword in ("可用预算", "剩余预算", "可用余额", "剩余可用")
+        ):
+            metrics.append(OntologyMetric(name="available_amount", aggregation="sum", unit="CNY"))
+        if any(
+            keyword in compact_query
+            for keyword in ("已占用", "已预占", "预算占用", "占用金额")
+        ):
+            metrics.append(OntologyMetric(name="reserved_amount", aggregation="sum", unit="CNY"))
+        if any(keyword in compact_query for keyword in ("已发生", "已核销", "已消耗", "已使用")):
+            metrics.append(OntologyMetric(name="consumed_amount", aggregation="sum", unit="CNY"))
+        if any(keyword in compact_query for keyword in ("执行率", "使用率")):
+            metrics.append(
+                OntologyMetric(name="budget_usage_rate", aggregation="ratio", unit="percent")
+            )
+        return metrics
+
+    def _extract_budget_entities(
+        self,
+        query: str,
+        compact_query: str,
+        context_json: dict[str, Any],
+    ) -> list[OntologyEntity]:
+        entities: list[OntologyEntity] = []
+
+        if self._is_budget_context_value(context_json) or self._has_budget_signal(compact_query):
+            entities.append(
+                self._make_entity(
+                    "document_type",
+                    "预算",
+                    "budget_plan",
+                    role="target",
+                    confidence=0.94,
+                )
+            )
+            entities.append(
+                self._make_entity(
+                    "workflow_stage",
+                    "预算控制",
+                    "budget_control",
+                    role="target",
+                    confidence=0.9,
+                )
+            )
+
+        period_pattern = (
+            r"(?P<year>20\d{2})\s*年\s*"
+            r"(?:(?P<quarter>Q[1-4]|[一二三四]季度)|(?P<month>\d{1,2})\s*月|度)?"
+        )
+        for match in re.finditer(period_pattern, query, flags=re.IGNORECASE):
+            year = match.group("year")
+            quarter = match.group("quarter")
+            month = match.group("month")
+            if quarter:
+                quarter_text = quarter.upper() if quarter.upper().startswith("Q") else quarter
+                normalized = f"{year}年{quarter_text}"
+            elif month:
+                normalized = f"{year}年{int(month)}月"
+            else:
+                normalized = f"{year}年度"
+            entities.append(
+                self._make_entity(
+                    "budget_period",
+                    match.group(0).strip(),
+                    normalized,
+                    role="filter",
+                    confidence=0.88,
+                )
+            )
+
+        for code in re.findall(r"CC-\d+", query, flags=re.IGNORECASE):
+            entities.append(
+                self._make_entity(
+                    "cost_center",
+                    code,
+                    code.upper(),
+                    role="filter",
+                    confidence=0.92,
+                )
+            )
+
+        for label, normalized in BUDGET_SUBJECT_KEYWORDS.items():
+            if label in query:
+                subject_label = BUDGET_SUBJECT_LABEL_BY_CODE.get(normalized, label)
+                entities.append(
+                    self._make_entity(
+                        "budget_subject",
+                        label,
+                        normalized,
+                        role="filter",
+                        confidence=0.9,
+                    )
+                )
+                entities.append(
+                    self._make_entity(
+                        "expense_type",
+                        subject_label,
+                        normalized,
+                        role="filter",
+                        confidence=0.9,
+                    )
+                )
+
+        for label, normalized in BUDGET_STATUS_KEYWORDS.items():
+            if label in query:
+                entities.append(
+                    self._make_entity(
+                        "budget_status",
+                        label,
+                        normalized,
+                        role="filter",
+                        confidence=0.86,
+                    )
+                )
+
+        for label, normalized in BUDGET_CONTROL_ACTION_KEYWORDS.items():
+            if label in query:
+                entities.append(
+                    self._make_entity(
+                        "control_action",
+                        label,
+                        normalized,
+                        role="target",
+                        confidence=0.84,
+                    )
+                )
+
+        version_match = re.search(r"V\d+(?:\.\d+){0,2}", query, flags=re.IGNORECASE)
+        if version_match:
+            version = version_match.group(0).upper()
+            entities.append(
+                self._make_entity(
+                    "budget_version",
+                    version,
+                    version,
+                    role="filter",
+                    confidence=0.86,
+                )
+            )
+
+        warning_match = re.search(r"(?:预警线|预警阈值|预算预警)\s*(?P<value>\d{1,3})\s*%", query)
+        if warning_match:
+            value = f"{warning_match.group('value')}%"
+            entities.append(
+                self._make_entity(
+                    "warning_threshold",
+                    value,
+                    value,
+                    role="threshold",
+                    confidence=0.9,
+                )
+            )
+
+        entities.extend(self._extract_budget_amount_entities(query))
+        return entities
+
+    def _extract_budget_amount_entities(self, query: str) -> list[OntologyEntity]:
+        entities: list[OntologyEntity] = []
+        patterns = (
+            (
+                "budget_amount",
+                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)?",
+            ),
+            (
+                "available_amount",
+                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)?",
+            ),
+            (
+                "reserved_amount",
+                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)?",
+            ),
+            (
+                "consumed_amount",
+                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)?",
+            ),
+        )
+        for entity_type, pattern in patterns:
+            for match in re.finditer(pattern, query):
+                raw_value = match.group("value")
+                unit = match.group("unit")
+                amount_value = self._normalize_amount(raw_value, unit)
+                display_value = f"{raw_value}{unit or ''}"
+                entities.append(
+                    self._make_entity(
+                        entity_type,
+                        display_value,
+                        str(amount_value),
+                        role="target",
+                        confidence=0.9,
+                    )
+                )
+        return entities

server/src/app/services/ontology_detection.py

@@ -15,8 +15,10 @@ from app.schemas.ontology import (
     OntologyTimeRange,
 )
 from app.services.ontology_rules import (
-    AR_CORE_KEYWORDS,
     AP_CORE_KEYWORDS,
+    AR_CORE_KEYWORDS,
+    BUDGET_DRAFT_KEYWORDS,
+    BUDGET_OPERATE_KEYWORDS,
     COMPARE_KEYWORDS,
     DRAFT_FOLLOW_UP_KEYWORDS,
     DRAFT_KEYWORDS,
@@ -27,13 +29,13 @@ from app.services.ontology_rules import (
     EXPLAIN_KEYWORDS,
     GENERIC_EXPENSE_PROMPTS,
     KNOWLEDGE_INTENTS,
-    LlmOntologyEntityHint,
-    LlmOntologyParseResult,
     OPERATE_KEYWORDS,
     QUERY_KEYWORDS,
     RISK_KEYWORDS,
     SCENARIO_KEYWORDS,
     STATUS_KEYWORDS,
+    LlmOntologyEntityHint,
+    LlmOntologyParseResult,
 )
 
 logger = get_logger("app.services.ontology")
@@ -99,6 +101,9 @@ class OntologyDetectionMixin:
 
         best_scenario = max(scores, key=scores.get)
         best_score = scores[best_scenario]
+        if scores.get("budget", 0.0) > 0 and scores["budget"] >= best_score:
+            best_scenario = "budget"
+            best_score = scores["budget"]
         if best_score <= 0:
             if "单据" in compact_query and any(
                 keyword in compact_query for keyword in STATUS_KEYWORDS
@@ -111,9 +116,10 @@ class OntologyDetectionMixin:
                 scores["expense"],
                 scores["accounts_receivable"],
                 scores["accounts_payable"],
+                scores["budget"],
             ]
             if max(business_scores) > 0:
-                best_scenario = ("expense", "accounts_receivable", "accounts_payable")[
+                best_scenario = ("expense", "accounts_receivable", "accounts_payable", "budget")[
                     business_scores.index(max(business_scores))
                 ]
                 best_score = max(business_scores)
@@ -130,6 +136,14 @@ class OntologyDetectionMixin:
     ) -> tuple[str, float]:
         if any(keyword in compact_query for keyword in OPERATE_KEYWORDS):
             return "operate", 0.30
+        if scenario == "budget" and any(
+            keyword in compact_query for keyword in BUDGET_OPERATE_KEYWORDS
+        ):
+            return "operate", 0.30
+        if scenario == "budget" and any(
+            keyword in compact_query for keyword in BUDGET_DRAFT_KEYWORDS
+        ):
+            return "draft", 0.28
         status_document_query = (
             "单据" in compact_query
             and any(keyword in compact_query for keyword in STATUS_KEYWORDS)
@@ -383,13 +397,15 @@ class OntologyDetectionMixin:
             "你的任务是把用户输入解析为固定 JSON，用于后续路由、追问和权限判断。"
             "只输出 JSON 对象，不要输出 Markdown、代码块、解释、标题或 <think>。"
             "场景 scenario 只能是：expense, accounts_receivable, "
-            "accounts_payable, knowledge, unknown。"
+            "accounts_payable, budget, knowledge, unknown。"
             "意图 intent 只能是：query, explain, compare, risk_check, draft, operate。"
             "如果用户是在描述一笔待处理费用、待报销事项、上传票据或希望整理报销，"
             "即使没有明确说“生成草稿”，也优先使用 expense + draft。"
             "如果提供了 conversation_history，必须把最近轮次作为当前追问的上下文，"
             "正确理解“这个”“那笔”“改成 800”“继续补充”这类省略表达。"
             "出现“客户”不等于应收，出现“供应商”不等于应付，必须结合动作词和业务目标判断。"
+            "预算编制、预算金额、成本中心、预算科目、预算预警、预算占用、"
+            "剩余预算、可用预算、超预算、预算不足等问题必须使用 budget 场景。"
             "只有明确查询、统计、列出、多少、明细、对比时才优先使用 query 或 compare。"
             "附件名称和 OCR 摘要只作为辅助证据，不能编造未出现的事实。"
             "如果用户明确提到打车、的士票、出租车票、网约车、乘车费、车费等交通票据，"
@@ -397,7 +413,8 @@ class OntologyDetectionMixin:
             "不要输出用户原文未出现、且与规则候选冲突的费用类型。"
             "信息不足时 clarification_required=true，并给出一句简短中文追问。"
             "missing_slots 使用简短 snake_case，例如 expense_type, amount, "
-            "customer_name, participants, attachments。"
+            "customer_name, participants, attachments, budget_period, "
+            "budget_subject, budget_amount。"
             "entity_hints 只填写你比较确定的业务对象；如果不确定，可以返回空数组。"
             "费用申请场景下，建议把干净的申请事由放入 type=reason，"
             "把出行方式放入 type=transport_mode，取值优先为飞机、火车、轮船。"
@@ -422,6 +439,9 @@ class OntologyDetectionMixin:
             '"confidence": 0.86},\n'
             '    {"type": "reason", "value": "服务客户业务部署", '
             '"normalized_value": "服务客户业务部署", "role": "target", '
+            '"confidence": 0.86},\n'
+            '    {"type": "budget_subject", "value": "差旅费", '
+            '"normalized_value": "travel", "role": "filter", '
             '"confidence": 0.86}\n'
             "  ]\n"
             "}"

server/src/app/services/ontology_extraction.py

@@ -14,28 +14,28 @@ from app.schemas.ontology import (
     OntologyTimeRange,
 )
 from app.services.document_numbering import DOCUMENT_NUMBER_EXTRACT_PATTERN
+from app.services.ontology_budget import BudgetOntologyMixin
 from app.services.ontology_rules import (
     AMOUNT_PATTERN,
     DATE_RANGE_PATTERN,
-    EXPLICIT_DATE_PATTERN,
-    EXPLICIT_MONTH_PATTERN,
     EXPENSE_APPLICATION_ATTACHMENT_REQUIRED_TYPES,
     EXPENSE_APPLICATION_CONTEXT_TYPES,
     EXPENSE_APPLICATION_KEYWORDS,
     EXPENSE_APPLICATION_REQUIRED_SLOT_KEYS,
     EXPENSE_TYPE_KEYWORDS,
+    EXPLICIT_DATE_PATTERN,
+    EXPLICIT_MONTH_PATTERN,
     GENERIC_EXPENSE_APPLICATION_PROMPTS,
-    GENERIC_EXPENSE_PROMPTS,
     LOCATION_KEYWORDS,
     MONTH_DAY_PATTERN,
     MONTH_DAY_RANGE_PATTERN,
-    ReferenceCatalog,
     STATUS_KEYWORDS,
     TOP_N_PATTERN,
+    ReferenceCatalog,
 )
 
 
-class OntologyExtractionMixin:
+class OntologyExtractionMixin(BudgetOntologyMixin):
     @staticmethod
     def _is_expense_application_context_value(context_json: dict[str, Any]) -> bool:
         document_type = str(context_json.get("document_type") or "").strip()
@@ -63,6 +63,9 @@ class OntologyExtractionMixin:
         time_range: OntologyTimeRange,
         context_json: dict[str, Any],
     ) -> list[str]:
+        if scenario == "budget" and intent == "draft":
+            return self._infer_budget_missing_slots(entities, context_json)
+
         if scenario != "expense" or intent != "draft":
             return []
 
@@ -87,7 +90,8 @@ class OntologyExtractionMixin:
                 for item in entities
                 if item.type == "expense_type"
             }
-            if "expense_type" not in entity_types and not str(form_values.get("expense_type") or "").strip():
+            form_expense_type = str(form_values.get("expense_type") or "").strip()
+            if "expense_type" not in entity_types and not form_expense_type:
                 missing_slots.append("expense_type")
             if "amount" not in entity_types and not str(form_values.get("amount") or "").strip():
                 missing_slots.append("amount")
@@ -103,7 +107,10 @@ class OntologyExtractionMixin:
             ).strip()
             if not reason_value and compact_query in GENERIC_EXPENSE_APPLICATION_PROMPTS:
                 missing_slots.append("reason")
-            if attachment_count <= 0 and expense_type_codes & EXPENSE_APPLICATION_ATTACHMENT_REQUIRED_TYPES:
+            if (
+                attachment_count <= 0
+                and expense_type_codes & EXPENSE_APPLICATION_ATTACHMENT_REQUIRED_TYPES
+            ):
                 missing_slots.append("attachments")
             ordered_keys = [*EXPENSE_APPLICATION_REQUIRED_SLOT_KEYS, "attachments"]
             return [item for item in ordered_keys if item in missing_slots]
@@ -193,6 +200,9 @@ class OntologyExtractionMixin:
                 )
             )
 
+        for entity in self._extract_budget_entities(query, compact_query, context_json):
+            upsert(entity)
+
         for match in re.finditer(r"客户\s*([A-Za-z0-9一二三四五六七八九十]+)", query):
             suffix = match.group(1).strip()
             normalized = f"客户{suffix}".replace(" ", "")
@@ -257,7 +267,15 @@ class OntologyExtractionMixin:
             upsert(self._make_entity("contract", code, code.upper()))
         for location in LOCATION_KEYWORDS:
             if location in query:
-                upsert(self._make_entity("location", location, location, role="filter", confidence=0.86))
+                upsert(
+                    self._make_entity(
+                        "location",
+                        location,
+                        location,
+                        role="filter",
+                        confidence=0.86,
+                    )
+                )
 
         for label, normalized in EXPENSE_TYPE_KEYWORDS.items():
             if label in query:
@@ -301,34 +319,139 @@ class OntologyExtractionMixin:
                 "高速费",
             )
         ):
-            upsert(self._make_entity("expense_type", "交通", "transport", role="filter", confidence=0.9))
-
-        if any(keyword in query for keyword in ("出差", "机票", "飞机票", "航班", "火车票", "火车", "高铁票", "高铁", "动车", "行程单")):
-            upsert(self._make_entity("expense_type", "差旅", "travel", role="filter", confidence=0.88))
-
-        if any(keyword in query for keyword in ("酒店", "酒店发票", "住宿", "住宿费", "宾馆", "民宿", "房费", "客房")):
-            upsert(self._make_entity("expense_type", "住宿", "hotel", role="filter", confidence=0.86))
-
-        if (
-            not has_customer_entertainment_signal
-            and any(keyword in query for keyword in ("餐费", "用餐", "午餐", "晚餐", "早餐", "餐饮"))
-        ):
-            upsert(self._make_entity("expense_type", "业务招待费", "meal", role="filter", confidence=0.84))
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "交通",
+                    "transport",
+                    role="filter",
+                    confidence=0.9,
+                )
+            )
 
         if any(
             keyword in query
-            for keyword in ("办公用品", "文具", "耗材", "办公耗材", "打印纸", "办公设备", "键盘", "鼠标", "白板", "硒鼓", "墨盒")
+            for keyword in (
+                "出差",
+                "机票",
+                "飞机票",
+                "航班",
+                "火车票",
+                "火车",
+                "高铁票",
+                "高铁",
+                "动车",
+                "行程单",
+            )
         ):
-            upsert(self._make_entity("expense_type", "办公用品费", "office", role="filter", confidence=0.87))
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "差旅",
+                    "travel",
+                    role="filter",
+                    confidence=0.88,
+                )
+            )
 
-        if any(keyword in query for keyword in ("培训", "讲师费", "课时费", "课程费", "教材", "认证费", "考试费")):
-            upsert(self._make_entity("expense_type", "培训费", "training", role="filter", confidence=0.84))
+        if any(
+            keyword in query
+            for keyword in ("酒店", "酒店发票", "住宿", "住宿费", "宾馆", "民宿", "房费", "客房")
+        ):
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "住宿",
+                    "hotel",
+                    role="filter",
+                    confidence=0.86,
+                )
+            )
 
-        if any(keyword in query for keyword in ("通讯费", "话费", "电话费", "手机费", "流量费", "宽带费", "网络费")):
-            upsert(self._make_entity("expense_type", "通讯费", "communication", role="filter", confidence=0.84))
+        if (
+            not has_customer_entertainment_signal
+            and any(
+                keyword in query
+                for keyword in ("餐费", "用餐", "午餐", "晚餐", "早餐", "餐饮")
+            )
+        ):
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "业务招待费",
+                    "meal",
+                    role="filter",
+                    confidence=0.84,
+                )
+            )
 
-        if any(keyword in query for keyword in ("福利费", "团建", "慰问", "节日福利", "体检费", "员工关怀")):
-            upsert(self._make_entity("expense_type", "福利费", "welfare", role="filter", confidence=0.84))
+        if any(
+            keyword in query
+            for keyword in (
+                "办公用品",
+                "文具",
+                "耗材",
+                "办公耗材",
+                "打印纸",
+                "办公设备",
+                "键盘",
+                "鼠标",
+                "白板",
+                "硒鼓",
+                "墨盒",
+            )
+        ):
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "办公用品费",
+                    "office",
+                    role="filter",
+                    confidence=0.87,
+                )
+            )
+
+        if any(
+            keyword in query
+            for keyword in ("培训", "讲师费", "课时费", "课程费", "教材", "认证费", "考试费")
+        ):
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "培训费",
+                    "training",
+                    role="filter",
+                    confidence=0.84,
+                )
+            )
+
+        if any(
+            keyword in query
+            for keyword in ("通讯费", "话费", "电话费", "手机费", "流量费", "宽带费", "网络费")
+        ):
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "通讯费",
+                    "communication",
+                    role="filter",
+                    confidence=0.84,
+                )
+            )
+
+        if any(
+            keyword in query
+            for keyword in ("福利费", "团建", "慰问", "节日福利", "体检费", "员工关怀")
+        ):
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "福利费",
+                    "welfare",
+                    role="filter",
+                    confidence=0.84,
+                )
+            )
 
         for amount in self._extract_amount_entities(query):
             upsert(amount)
@@ -380,6 +503,20 @@ class OntologyExtractionMixin:
     @staticmethod
     def _infer_scenario_from_entities(entities: list[OntologyEntity]) -> str | None:
         entity_types = {item.type for item in entities}
+        if entity_types & {
+            "budget_period",
+            "budget_subject",
+            "budget_status",
+            "budget_version",
+            "budget_amount",
+            "available_amount",
+            "reserved_amount",
+            "consumed_amount",
+            "cost_center",
+            "warning_threshold",
+            "control_action",
+        }:
+            return "budget"
         if entity_types & {"vendor", "payable"}:
             return "accounts_payable"
         if entity_types & {"customer", "receivable", "contract"}:
@@ -548,9 +685,11 @@ class OntologyExtractionMixin:
 
         if any(
             keyword in compact_query
-            for keyword in ("多少钱", "金额", "总额", "支出", "回款", "应收", "应付")
+            for keyword in ("多少钱", "金额", "总额", "支出", "回款", "应收", "应付", "预算")
         ):
             upsert(OntologyMetric(name="amount", aggregation="sum", unit="CNY"))
+        for metric in self._extract_budget_metrics(compact_query):
+            upsert(metric)
         if any(keyword in compact_query for keyword in ("多少笔", "几笔", "数量", "条数", "单数")):
             upsert(OntologyMetric(name="count", aggregation="count", unit="records"))
         if "超标" in compact_query or "超预算" in compact_query:
@@ -600,6 +739,17 @@ class OntologyExtractionMixin:
                 "expense_type",
                 "document_type",
                 "workflow_stage",
+                "budget_period",
+                "budget_subject",
+                "budget_status",
+                "budget_version",
+                "budget_amount",
+                "available_amount",
+                "reserved_amount",
+                "consumed_amount",
+                "cost_center",
+                "warning_threshold",
+                "control_action",
             }:
                 upsert(
                     OntologyConstraint(

server/src/app/services/ontology_rules.py

@@ -6,7 +6,10 @@ from dataclasses import dataclass
 from pydantic import BaseModel, ConfigDict, Field
 
 from app.schemas.ontology import OntologyIntent, OntologyScenario
-from app.services.expense_type_keywords import build_expense_type_keyword_map
+from app.services.expense_type_keywords import (
+    EXPENSE_TYPE_LABEL_BY_CODE,
+    build_expense_type_keyword_map,
+)
 
 DATE_RANGE_PATTERN = re.compile(
     r"(?P<start>\d{4}-\d{1,2}-\d{1,2})\s*(?:到|至|~|-)\s*(?P<end>\d{4}-\d{1,2}-\d{1,2})"
@@ -61,6 +64,27 @@ SCENARIO_KEYWORDS = {
         ("待付", 0.16),
         ("打款", 0.18),
     ),
+    "budget": (
+        ("预算中心", 0.28),
+        ("预算管理", 0.26),
+        ("预算编制", 0.24),
+        ("预算", 0.20),
+        ("预算额度", 0.22),
+        ("预算金额", 0.22),
+        ("可用预算", 0.22),
+        ("剩余预算", 0.22),
+        ("预算余额", 0.20),
+        ("预算占用", 0.22),
+        ("预算预占", 0.22),
+        ("预占", 0.16),
+        ("核销", 0.16),
+        ("成本中心", 0.22),
+        ("预算科目", 0.22),
+        ("预算预警", 0.22),
+        ("预警线", 0.18),
+        ("超预算", 0.24),
+        ("预算不足", 0.24),
+    ),
     "knowledge": (
         ("制度", 0.20),
         ("规则", 0.20),
@@ -216,6 +240,56 @@ EXPENSE_APPLICATION_ATTACHMENT_REQUIRED_TYPES = {
     "office",
     "training",
 }
+BUDGET_CONTEXT_TYPES = {
+    "budget",
+    "budget_plan",
+    "budget_center",
+    "budget_management",
+}
+BUDGET_KEYWORDS = tuple(keyword for keyword, _weight in SCENARIO_KEYWORDS["budget"])
+BUDGET_DRAFT_KEYWORDS = (
+    "新建预算",
+    "创建预算",
+    "编制预算",
+    "编辑预算",
+    "调整预算",
+    "保存预算",
+    "预算草稿",
+)
+BUDGET_OPERATE_KEYWORDS = (
+    "发布预算",
+    "冻结预算",
+    "解冻预算",
+    "启用预算",
+    "停用预算",
+)
+BUDGET_REQUIRED_SLOT_KEYS = (
+    "budget_period",
+    "department",
+    "budget_subject",
+    "budget_amount",
+)
+BUDGET_SUBJECT_KEYWORDS = EXPENSE_TYPE_KEYWORDS
+BUDGET_SUBJECT_LABEL_BY_CODE = EXPENSE_TYPE_LABEL_BY_CODE
+BUDGET_STATUS_KEYWORDS = {
+    "编制中": "drafting",
+    "草稿": "draft",
+    "已发布": "published",
+    "发布": "published",
+    "已冻结": "frozen",
+    "冻结": "frozen",
+    "已关闭": "closed",
+    "关闭": "closed",
+}
+BUDGET_CONTROL_ACTION_KEYWORDS = {
+    "提醒": "remind",
+    "预警": "remind",
+    "正常": "allow",
+    "允许": "allow",
+    "管控": "control",
+    "阻断": "block",
+    "禁止": "block",
+}
 MISSING_SLOT_LABELS = {
     "expense_type": "费用类型",
     "amount": "金额",
@@ -226,6 +300,13 @@ MISSING_SLOT_LABELS = {
     "time_range": "发生时间",
     "reason": "事由说明",
     "document_id": "单据号",
+    "department": "所属部门",
+    "budget_period": "预算周期",
+    "budget_subject": "预算科目",
+    "budget_amount": "预算金额",
+    "cost_center": "成本中心",
+    "warning_threshold": "预警线",
+    "control_action": "控制动作",
 }
 
 STATUS_KEYWORDS = {
@@ -278,7 +359,7 @@ LOCATION_KEYWORDS = (
 )
 
 PRIVILEGED_ROLE_CODES = {"manager", "finance", "approver", "executive"}
-CONTEXTUAL_SCENARIOS = {"expense", "accounts_receivable", "accounts_payable", "knowledge"}
+CONTEXTUAL_SCENARIOS = {"expense", "accounts_receivable", "accounts_payable", "budget", "knowledge"}
 KNOWLEDGE_INTENTS = {"query", "explain", "compare"}
 
 

server/src/app/services/ontology_validation.py

@@ -12,7 +12,6 @@ from app.schemas.ontology import (
     OntologyTimeRange,
 )
 from app.services.ontology_rules import (
-    AMOUNT_PATTERN,
     EXPENSE_REVIEW_ACTIONS,
     MISSING_SLOT_LABELS,
     OPERATE_KEYWORDS,
@@ -37,6 +36,14 @@ class OntologyValidationMixin:
             append("invoice_anomaly")
         if any(keyword in compact_query for keyword in ("超标", "超预算", "超限")):
             append("amount_over_limit")
+        if scenario == "budget" and any(
+            keyword in compact_query for keyword in ("预算不足", "超预算", "超支")
+        ):
+            append("budget_over_limit")
+        if scenario == "budget" and any(
+            keyword in compact_query for keyword in ("预算预警", "触发预警", "接近预算")
+        ):
+            append("budget_warning")
         if scenario == "accounts_receivable" and any(
             keyword in compact_query for keyword in ("逾期", "账龄", "欠款", "未回款")
         ):

server/src/app/services/orchestrator_expense_query.py

@@ -83,8 +83,10 @@ EXPENSE_TYPE_LABELS = {
     "meal": "业务招待费",
     "meeting": "会务费",
     "entertainment": "业务招待费",
+    "marketing": "市场推广费",
     "office": "办公用品费",
     "training": "培训费",
+    "software": "软件服务费",
     "communication": "通讯费",
     "welfare": "福利费",
     "other": "其他费用",
@@ -131,7 +133,9 @@ class OrchestratorDatabaseQueryBuilder:
             message=message,
         )
         count_stmt = select(func.count()).select_from(ExpenseClaim)
-        amount_stmt = select(func.coalesce(func.sum(ExpenseClaim.amount), 0)).select_from(ExpenseClaim)
+        amount_stmt = select(func.coalesce(func.sum(ExpenseClaim.amount), 0)).select_from(
+            ExpenseClaim
+        )
         for condition in conditions:
             count_stmt = count_stmt.where(condition)
             amount_stmt = amount_stmt.where(condition)
@@ -148,7 +152,9 @@ class OrchestratorDatabaseQueryBuilder:
 
         if recent_window_applied:
             reference_now = self._resolve_reference_now(context_json)
-            recent_window_start, recent_window_end = self._resolve_expense_recent_window_bounds(reference_now)
+            recent_window_start, recent_window_end = self._resolve_expense_recent_window_bounds(
+                reference_now
+            )
             recent_condition = self._build_expense_recent_window_condition(
                 recent_window_start,
                 recent_window_end,
@@ -157,9 +163,13 @@ class OrchestratorDatabaseQueryBuilder:
             window_start_date = recent_window_start.date().isoformat()
             window_end_date = (recent_window_end - timedelta(microseconds=1)).date().isoformat()
 
-            recent_count_stmt = select(func.count()).select_from(ExpenseClaim).where(recent_condition)
-            recent_amount_stmt = select(func.coalesce(func.sum(ExpenseClaim.amount), 0)).select_from(ExpenseClaim).where(
-                recent_condition
+            recent_count_stmt = (
+                select(func.count()).select_from(ExpenseClaim).where(recent_condition)
+            )
+            recent_amount_stmt = (
+                select(func.coalesce(func.sum(ExpenseClaim.amount), 0))
+                .select_from(ExpenseClaim)
+                .where(recent_condition)
             )
             for condition in conditions:
                 recent_count_stmt = recent_count_stmt.where(condition)
@@ -189,7 +199,11 @@ class OrchestratorDatabaseQueryBuilder:
             "record_count": display_count,
             "total_amount": round(display_amount, 2),
             "scope_label": scope_label,
-            "title": f"最近 {len(preview_claims)} 条{scope_label}" if preview_claims else f"{scope_label}筛选结果",
+            "title": (
+                f"最近 {len(preview_claims)} 条{scope_label}"
+                if preview_claims
+                else f"{scope_label}筛选结果"
+            ),
             "scoped_to_current_user": scoped_to_current_user,
             "recent_window_applied": recent_window_applied,
             "window_days": EXPENSE_QUERY_RECENT_WINDOW_DAYS if recent_window_applied else None,
@@ -280,7 +294,8 @@ class OrchestratorDatabaseQueryBuilder:
         reference_now: datetime,
     ) -> tuple[datetime, datetime]:
         normalized_now = reference_now.astimezone(UTC)
-        window_end = normalized_now.replace(hour=0, minute=0, second=0, microsecond=0) + timedelta(days=1)
+        window_end = normalized_now.replace(hour=0, minute=0, second=0, microsecond=0)
+        window_end += timedelta(days=1)
         window_start = window_end - timedelta(days=EXPENSE_QUERY_RECENT_WINDOW_DAYS)
         return window_start, window_end
 
@@ -300,7 +315,11 @@ class OrchestratorDatabaseQueryBuilder:
         self,
         conditions: list[Any],
     ) -> list[dict[str, Any]]:
-        stmt = select(ExpenseClaim.status, func.count()).select_from(ExpenseClaim).group_by(ExpenseClaim.status)
+        stmt = (
+            select(ExpenseClaim.status, func.count())
+            .select_from(ExpenseClaim)
+            .group_by(ExpenseClaim.status)
+        )
         for condition in conditions:
             stmt = stmt.where(condition)
 
@@ -356,7 +375,10 @@ class OrchestratorDatabaseQueryBuilder:
             "claim_no": claim.claim_no,
             "employee_name": claim.employee_name,
             "expense_type": claim.expense_type,
-            "expense_type_label": EXPENSE_TYPE_LABELS.get(claim.expense_type, claim.expense_type or "报销"),
+            "expense_type_label": EXPENSE_TYPE_LABELS.get(
+                claim.expense_type,
+                claim.expense_type or "报销",
+            ),
             "amount": round(float(claim.amount), 2),
             "status": claim.status,
             "status_label": status_label,
@@ -378,7 +400,11 @@ class OrchestratorDatabaseQueryBuilder:
         normalized_flags: list[dict[str, str]] = []
         for index, raw_flag in enumerate(raw_flags, start=1):
             if isinstance(raw_flag, dict):
-                raw_level = str(raw_flag.get("severity") or raw_flag.get("level") or "").strip().lower()
+                raw_level = (
+                    str(raw_flag.get("severity") or raw_flag.get("level") or "")
+                    .strip()
+                    .lower()
+                )
                 level = raw_level if raw_level in EXPENSE_RISK_LEVEL_LABELS else "medium"
                 summary = str(
                     raw_flag.get("message")
@@ -397,7 +423,11 @@ class OrchestratorDatabaseQueryBuilder:
                 raw_text = str(raw_flag or "").strip()
                 if not raw_text:
                     continue
-                level = "high" if any(keyword in raw_text for keyword in ("高风险", "超标", "重复", "异常")) else "medium"
+                level = (
+                    "high"
+                    if any(keyword in raw_text for keyword in ("高风险", "超标", "重复", "异常"))
+                    else "medium"
+                )
                 summary = raw_text
                 detail = raw_text
                 title = EXPENSE_RISK_LEVEL_LABELS[level]
@@ -436,14 +466,16 @@ class OrchestratorDatabaseQueryBuilder:
             dict.fromkeys(
                 str(item.normalized_value or item.value or "").strip().upper()
                 for item in ontology.entities
-                if item.type == "expense_claim" and str(item.normalized_value or item.value or "").strip()
+                if item.type == "expense_claim"
+                and str(item.normalized_value or item.value or "").strip()
             )
         )
         expense_types = list(
             dict.fromkeys(
                 str(item.normalized_value or item.value or "").strip()
                 for item in ontology.entities
-                if item.type == "expense_type" and str(item.normalized_value or item.value or "").strip()
+                if item.type == "expense_type"
+                and str(item.normalized_value or item.value or "").strip()
             )
         )
         project_values = self._collect_expense_query_filter_values(ontology, "project")
@@ -551,7 +583,11 @@ class OrchestratorDatabaseQueryBuilder:
         else:
             scope_label = "全部报销单"
 
-        return conditions, self._compose_expense_scope_label(scope_label, status_values), scoped_to_current_user
+        return (
+            conditions,
+            self._compose_expense_scope_label(scope_label, status_values),
+            scoped_to_current_user,
+        )
 
     @staticmethod
     def _resolve_expense_query_status_values(

server/src/app/services/risk_rule_generation.py

@@ -22,6 +22,7 @@ from app.services.risk_rule_flow_diagram import (
 from app.services.risk_rule_generation_ontology import (
     BUSINESS_DOMAIN_LABELS,
     DOMAIN_FIELD_PREFIXES,
+    EXPENSE_BUSINESS_STAGE_LABELS,
     EXPENSE_RISK_CATEGORY_ALIASES,
     EXPENSE_RISK_CATEGORY_LABELS,
     FIELD_ONTOLOGY,
@@ -75,6 +76,8 @@ class RiskRuleGenerationService:
             raise ValueError("规则标题至少需要 2 个字。")
 
         requires_attachment = bool(body.requires_attachment)
+        business_stage = self._normalize_business_stage(body.business_stage, domain)
+        business_stage_label = EXPENSE_BUSINESS_STAGE_LABELS.get(business_stage, "费用报销")
         expense_category = self._normalize_expense_category(body.expense_category, domain)
         expense_category_label = EXPENSE_RISK_CATEGORY_LABELS.get(expense_category or "", "")
 
@@ -83,6 +86,8 @@ class RiskRuleGenerationService:
         draft = self._compile_with_model(
             natural_language=natural_language,
             domain=domain,
+            business_stage=business_stage,
+            business_stage_label=business_stage_label,
             expense_category=expense_category,
             expense_category_label=expense_category_label,
             fields=fields,
@@ -113,6 +118,8 @@ class RiskRuleGenerationService:
             draft,
             natural_language=natural_language,
             domain=domain,
+            business_stage=business_stage,
+            business_stage_label=business_stage_label,
             expense_category=expense_category,
             expense_category_label=expense_category_label,
             risk_level=risk_level,
@@ -155,6 +162,8 @@ class RiskRuleGenerationService:
                 "requires_attachment": requires_attachment,
                 "tag": "风险规则",
                 "detail_mode": "json_risk",
+                "business_stage": business_stage,
+                "business_stage_label": business_stage_label,
                 "expense_category": expense_category,
                 "expense_category_label": expense_category_label,
                 "risk_category": payload.get("risk_category"),
@@ -167,6 +176,11 @@ class RiskRuleGenerationService:
                 "evaluator": payload.get("evaluator"),
                 "generated_by": "natural_language",
                 "source_ref": "自然语言风险规则",
+                "last_operation": {
+                    "action": "create",
+                    "actor": actor,
+                    "at": datetime.now(UTC).isoformat(),
+                },
             },
         )
         self.db.add(asset)
@@ -192,6 +206,7 @@ class RiskRuleGenerationService:
                 "risk_level": risk_level,
                 "risk_score": risk_score["score"],
                 "domain": domain,
+                "business_stage": business_stage,
                 "expense_category": expense_category,
                 "requires_attachment": requires_attachment,
             },
@@ -205,6 +220,8 @@ class RiskRuleGenerationService:
         *,
         natural_language: str,
         domain: str,
+        business_stage: str,
+        business_stage_label: str,
         expense_category: str | None,
         expense_category_label: str,
         fields: list[RiskRuleField],
@@ -221,6 +238,8 @@ class RiskRuleGenerationService:
         messages = build_risk_rule_compiler_messages(
             domain=domain,
             domain_label=BUSINESS_DOMAIN_LABELS[domain],
+            business_stage=business_stage,
+            business_stage_label=business_stage_label,
             expense_category=expense_category,
             expense_category_label=expense_category_label,
             natural_language=natural_language,
@@ -372,6 +391,8 @@ class RiskRuleGenerationService:
         *,
         natural_language: str,
         domain: str,
+        business_stage: str,
+        business_stage_label: str,
         expense_category: str | None,
         expense_category_label: str,
         risk_level: str,
@@ -408,6 +429,8 @@ class RiskRuleGenerationService:
             "field_keys": field_keys,
             "condition_summary": condition_summary,
             "natural_language": natural_language,
+            "business_stage": business_stage,
+            "business_stage_label": business_stage_label,
         }
         semantic_type = str(draft.get("semantic_type") or "").strip()
         if semantic_type:
@@ -431,6 +454,8 @@ class RiskRuleGenerationService:
             params["keywords"] = keywords
             params["search_fields"] = field_keys
         applies_to: dict[str, Any] = {"domains": [domain]}
+        if business_stage:
+            applies_to["business_stages"] = [business_stage]
         if expense_category:
             applies_to["expense_categories"] = [expense_category]
 
@@ -485,6 +510,8 @@ class RiskRuleGenerationService:
                 "rule_title": rule_title,
                 "expense_category": expense_category,
                 "expense_category_label": expense_category_label,
+                "business_stage": business_stage,
+                "business_stage_label": business_stage_label,
                 "natural_language": natural_language,
                 "business_explanation": self._clean_text(draft.get("description")),
                 "condition_summary": condition_summary,
@@ -558,6 +585,19 @@ class RiskRuleGenerationService:
             raise ValueError(f"费用领域仅支持：{allowed}。")
         return normalized
 
+    @staticmethod
+    def _normalize_business_stage(value: str | None, domain: str) -> str:
+        if domain != AgentAssetDomain.EXPENSE.value:
+            return "reimbursement"
+
+        normalized = str(value or "reimbursement").strip().lower()
+        if not normalized:
+            normalized = "reimbursement"
+        if normalized not in EXPENSE_BUSINESS_STAGE_LABELS:
+            allowed = "、".join(EXPENSE_BUSINESS_STAGE_LABELS.values())
+            raise ValueError(f"业务环节仅支持：{allowed}。")
+        return normalized
+
     def _resolve_fields(self, text: str, *, domain: str) -> list[RiskRuleField]:
         prefixes = DOMAIN_FIELD_PREFIXES.get(domain, ())
         candidates = [field for field in FIELD_ONTOLOGY if field.key.startswith(prefixes)]

server/src/app/services/risk_rule_generation_jobs.py

@@ -12,6 +12,7 @@ from app.services.agent_asset_spreadsheet import RISK_RULES_LIBRARY
 from app.services.audit import AuditLogService
 from app.services.risk_rule_generation import (
     BUSINESS_DOMAIN_LABELS,
+    EXPENSE_BUSINESS_STAGE_LABELS,
     EXPENSE_RISK_CATEGORY_LABELS,
     RiskRuleGenerationService,
 )
@@ -49,6 +50,8 @@ class RiskRuleGenerationJobService:
         natural_language = self._validate_natural_language(body)
         rule_title = self._validate_rule_title(body)
         requires_attachment = bool(body.requires_attachment)
+        business_stage = self.generator._normalize_business_stage(body.business_stage, domain)
+        business_stage_label = EXPENSE_BUSINESS_STAGE_LABELS.get(business_stage, "费用报销")
         expense_category = self.generator._normalize_expense_category(body.expense_category, domain)
         expense_category_label = EXPENSE_RISK_CATEGORY_LABELS.get(expense_category or "", "")
 
@@ -82,6 +85,8 @@ class RiskRuleGenerationJobService:
                 "requires_attachment": requires_attachment,
                 "tag": "风险规则",
                 "detail_mode": "json_risk",
+                "business_stage": business_stage,
+                "business_stage_label": business_stage_label,
                 "expense_category": expense_category,
                 "expense_category_label": expense_category_label,
                 "risk_category": category_label,
@@ -94,6 +99,11 @@ class RiskRuleGenerationJobService:
                 "generation_status": AgentAssetStatus.GENERATING.value,
                 "generation_started_at": created_at.isoformat(),
                 "generation_request": self._dump_generation_request(body),
+                "last_operation": {
+                    "action": "generate",
+                    "actor": actor,
+                    "at": created_at.isoformat(),
+                },
             },
         )
         self.db.add(asset)
@@ -107,6 +117,7 @@ class RiskRuleGenerationJobService:
             after_json={
                 "rule_code": rule_code,
                 "domain": domain,
+                "business_stage": business_stage,
                 "expense_category": expense_category,
             },
             request_id=request_id,
@@ -181,6 +192,8 @@ class RiskRuleGenerationJobService:
         natural_language = self._validate_natural_language(body)
         rule_title = self._validate_rule_title(body)
         requires_attachment = bool(body.requires_attachment)
+        business_stage = self.generator._normalize_business_stage(body.business_stage, domain)
+        business_stage_label = EXPENSE_BUSINESS_STAGE_LABELS.get(business_stage, "费用报销")
         expense_category = self.generator._normalize_expense_category(body.expense_category, domain)
         expense_category_label = EXPENSE_RISK_CATEGORY_LABELS.get(expense_category or "", "")
         created_at = asset.created_at or datetime.now(UTC)
@@ -189,6 +202,8 @@ class RiskRuleGenerationJobService:
         draft = self.generator._compile_with_model(
             natural_language=natural_language,
             domain=domain,
+            business_stage=business_stage,
+            business_stage_label=business_stage_label,
             expense_category=expense_category,
             expense_category_label=expense_category_label,
             fields=fields,
@@ -219,6 +234,8 @@ class RiskRuleGenerationJobService:
             draft,
             natural_language=natural_language,
             domain=domain,
+            business_stage=business_stage,
+            business_stage_label=business_stage_label,
             expense_category=expense_category,
             expense_category_label=expense_category_label,
             risk_level=risk_level,
@@ -247,6 +264,8 @@ class RiskRuleGenerationJobService:
             "requires_attachment": requires_attachment,
             "tag": "风险规则",
             "detail_mode": "json_risk",
+            "business_stage": business_stage,
+            "business_stage_label": business_stage_label,
             "expense_category": expense_category,
             "expense_category_label": expense_category_label,
             "risk_category": payload.get("risk_category"),
@@ -261,6 +280,11 @@ class RiskRuleGenerationJobService:
             "source_ref": "自然语言风险规则",
             "generation_status": "completed",
             "generation_completed_at": datetime.now(UTC).isoformat(),
+            "last_operation": {
+                "action": "create",
+                "actor": actor,
+                "at": datetime.now(UTC).isoformat(),
+            },
         }
 
         asset.code = rule_code
@@ -296,6 +320,7 @@ class RiskRuleGenerationJobService:
                 "risk_level": risk_level,
                 "risk_score": risk_score["score"],
                 "domain": domain,
+                "business_stage": business_stage,
                 "expense_category": expense_category,
                 "requires_attachment": requires_attachment,
             },

server/src/app/services/risk_rule_generation_ontology.py

@@ -46,6 +46,11 @@ EXPENSE_RISK_CATEGORY_ALIASES = {
     "entertainment": "meal",
 }
 
+EXPENSE_BUSINESS_STAGE_LABELS: dict[str, str] = {
+    "expense_application": "费用申请",
+    "reimbursement": "费用报销",
+}
+
 FIELD_ONTOLOGY: tuple[RiskRuleField, ...] = (
     RiskRuleField("claim.reason", "报销事由", "text", "claim", ("事由", "说明", "理由", "用途")),
     RiskRuleField(

server/src/app/services/risk_rule_generation_prompt.py

@@ -8,6 +8,8 @@ def build_risk_rule_compiler_messages(
     *,
     domain: str,
     domain_label: str,
+    business_stage: str,
+    business_stage_label: str,
     expense_category: str | None,
     expense_category_label: str,
     natural_language: str,
@@ -74,6 +76,9 @@ def build_risk_rule_compiler_messages(
     }
     guardrails = [
         "只能输出 JSON 对象，不能输出 Markdown 或解释。",
+        "必须区分业务环节：费用申请是事前风控，费用报销是事后核验；不要把二者的字段和流程语义混用。",
+        "费用申请阶段更关注预算余额、申请金额、申请事由、预计行程、预计费用科目、是否超预算或缺少前置审批。",
+        "费用报销阶段更关注真实票据、报销明细、发生日期、附件识别结果和申请/行程/票据一致性。",
         "字段必须来自 available_fields，不能编造字段。",
         "多步骤规则要使用 composite_rule_v1：先抽取事实变量，再写 conditions 和 hit_logic，不要压扁成单个关键词判断。",
         "城市/地点/路线一致性必须用 field_compare_v1 或 semantic_type=travel_route_city_consistency。",
@@ -88,6 +93,8 @@ def build_risk_rule_compiler_messages(
         "keyword_match_v1 只用于品名、摘要、票据全文中出现明确风险词的规则。",
         "不要直接指定 risk_level 或 risk_score；只输出 risk_scoring_evidence，后端会按固定评分模型计算 0-100 分和风险等级。",
         "评分证据必须围绕六个指标：业务影响、违规确定性、证据强度、例外/规避空间、处置强度、场景敏感度。",
+        "若规则语义是可修复的低风险提醒，例如资料要素缺失但归属清晰、仅提醒/提示/补齐且不退回不阻断，则 impact_level 和 control_action 应保持低强度。",
+        "只有涉及造假、重复报销、金额超标、城市/日期不一致、禁止提交、退回修改、阻断或审计复核时，才应给 high 或 critical 的评分证据。",
     ]
     examples = [
         {
@@ -114,6 +121,26 @@ def build_risk_rule_compiler_messages(
                 "keywords": [],
                 "exception_keywords": ["绕行", "跨城办事", "临时改签"],
             },
+        },
+        {
+            "user_rule": (
+                "差旅报销时，票据已上传但发票号码或商品服务名称缺失，且报销事由、人员和部门"
+                "能够说明费用归属，则标记为低风险，仅提醒补齐票据要素。"
+            ),
+            "expected": {
+                "template_key": "field_required_v1",
+                "field_keys": ["attachment.invoice_no", "attachment.goods_name", "claim.reason"],
+                "condition_summary": "票据要素缺失但费用归属清晰时，仅提示补齐。",
+                "risk_scoring_evidence": {
+                    "impact_level": "low",
+                    "violation_certainty": "medium",
+                    "evidence_strength": "medium",
+                    "exception_dependence": "low",
+                    "control_action": "remind",
+                    "business_sensitivity": "medium",
+                    "reason": "命中后只做补齐提醒，不阻断、不退回，也不涉及舞弊或金额越权。",
+                },
+            },
         }
     ]
     return [
@@ -134,6 +161,8 @@ def build_risk_rule_compiler_messages(
                 {
                     "business_domain": domain,
                     "business_domain_label": domain_label,
+                    "business_stage": business_stage,
+                    "business_stage_label": business_stage_label,
                     "expense_category": expense_category,
                     "expense_category_label": expense_category_label,
                     "natural_language": natural_language,

server/src/app/services/risk_rule_score_backfill.py

@@ -0,0 +1,227 @@
+from __future__ import annotations
+
+from types import SimpleNamespace
+from typing import Any
+
+from app.models.agent_asset import AgentAsset
+from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
+from app.services.agent_asset_spreadsheet import RISK_RULES_LIBRARY
+from app.services.risk_rule_scoring import RISK_SCORE_MODEL_VERSION, calculate_risk_rule_score
+
+
+def backfill_missing_risk_rule_score(
+    asset: AgentAsset,
+    *,
+    rule_library_manager: AgentAssetRuleLibraryManager | None = None,
+) -> bool:
+    config_json = dict(asset.config_json or {})
+    if str(config_json.get("detail_mode") or "").strip().lower() != "json_risk":
+        return False
+    if _has_current_score(config_json):
+        return False
+
+    manager = rule_library_manager or AgentAssetRuleLibraryManager()
+    library = str(config_json.get("rule_library") or RISK_RULES_LIBRARY).strip() or RISK_RULES_LIBRARY
+    file_name = _resolve_rule_file_name(asset, config_json)
+    if not file_name:
+        return False
+
+    manifest = manager.read_rule_library_json(library=library, file_name=file_name)
+    if _has_current_score(manifest) or _has_current_score(manifest.get("metadata")):
+        score = _read_existing_score(manifest)
+    else:
+        score = _calculate_score(asset, manifest, config_json)
+        _apply_score_to_manifest(manifest, score)
+        manager.write_rule_library_json(library=library, file_name=file_name, payload=manifest)
+
+    _apply_score_to_config(config_json, manifest, score)
+    asset.config_json = config_json
+    return True
+
+
+def _resolve_rule_file_name(asset: AgentAsset, config_json: dict[str, Any]) -> str:
+    rule_document = config_json.get("rule_document")
+    if isinstance(rule_document, dict):
+        file_name = str(rule_document.get("file_name") or "").strip()
+        if file_name:
+            return file_name
+    code = str(asset.code or "").strip()
+    return f"{code}.json" if code else ""
+
+
+def _calculate_score(
+    asset: AgentAsset,
+    manifest: dict[str, Any],
+    config_json: dict[str, Any],
+) -> dict[str, Any]:
+    metadata = manifest.get("metadata") if isinstance(manifest.get("metadata"), dict) else {}
+    params = manifest.get("params") if isinstance(manifest.get("params"), dict) else {}
+    fields = _read_fields(manifest)
+    field_keys = _read_field_keys(manifest, fields)
+    draft = {
+        "template_key": manifest.get("template_key") or params.get("template_key"),
+        "field_keys": field_keys,
+        "description": manifest.get("description") or asset.description,
+        "condition_summary": metadata.get("condition_summary") or params.get("condition_summary"),
+        "formula": params.get("formula"),
+        "message_template": params.get("message_template"),
+        "conditions": params.get("conditions") if isinstance(params.get("conditions"), list) else [],
+        "keywords": params.get("keywords") if isinstance(params.get("keywords"), list) else [],
+        "exception_keywords": params.get("exception_keywords")
+        if isinstance(params.get("exception_keywords"), list)
+        else [],
+        "flow": metadata.get("flow") if isinstance(metadata.get("flow"), dict) else {},
+    }
+    if isinstance(params.get("rule_ir"), dict):
+        draft["rule_ir"] = params["rule_ir"]
+
+    generation_request = (
+        config_json.get("generation_request")
+        if isinstance(config_json.get("generation_request"), dict)
+        else {}
+    )
+    natural_language = str(
+        metadata.get("natural_language")
+        or params.get("natural_language")
+        or generation_request.get("natural_language")
+        or manifest.get("description")
+        or asset.description
+        or ""
+    )
+    expense_category = str(
+        metadata.get("expense_category") or config_json.get("expense_category") or ""
+    ).strip() or None
+    expense_category_label = str(
+        metadata.get("expense_category_label")
+        or config_json.get("expense_category_label")
+        or manifest.get("risk_category")
+        or ""
+    ).strip()
+    requires_attachment = bool(
+        manifest.get("requires_attachment") or config_json.get("requires_attachment")
+    )
+    return calculate_risk_rule_score(
+        natural_language=natural_language,
+        draft=draft,
+        fields=fields,
+        expense_category=expense_category,
+        expense_category_label=expense_category_label,
+        requires_attachment=requires_attachment,
+    )
+
+
+def _read_fields(manifest: dict[str, Any]) -> list[Any]:
+    inputs = manifest.get("inputs") if isinstance(manifest.get("inputs"), dict) else {}
+    rows = inputs.get("fields") if isinstance(inputs.get("fields"), list) else []
+    return [
+        SimpleNamespace(
+            key=str(row.get("key") or "").strip(),
+            label=str(row.get("label") or "").strip(),
+            field_type=str(row.get("type") or "").strip(),
+            source=str(row.get("source") or "").strip(),
+        )
+        for row in rows
+        if isinstance(row, dict) and str(row.get("key") or "").strip()
+    ]
+
+
+def _read_field_keys(manifest: dict[str, Any], fields: list[Any]) -> list[str]:
+    params = manifest.get("params") if isinstance(manifest.get("params"), dict) else {}
+    raw_keys = params.get("field_keys") or params.get("required_fields")
+    if isinstance(raw_keys, list):
+        keys = [str(item or "").strip() for item in raw_keys if str(item or "").strip()]
+        if keys:
+            return keys
+    return [str(getattr(field, "key", "") or "").strip() for field in fields]
+
+
+def _apply_score_to_manifest(manifest: dict[str, Any], score: dict[str, Any]) -> None:
+    level = str(score.get("level") or "medium")
+    manifest["severity"] = level
+    manifest["risk_score"] = int(score.get("score") or 0)
+    manifest["risk_level"] = level
+    manifest["risk_level_label"] = str(score.get("level_label") or "")
+    manifest["risk_score_detail"] = score
+
+    outcomes = manifest.setdefault("outcomes", {})
+    if isinstance(outcomes, dict):
+        fail = outcomes.setdefault("fail", {})
+        if isinstance(fail, dict):
+            fail["severity"] = level
+            fail["risk_score"] = int(score.get("score") or 0)
+
+    metadata = manifest.setdefault("metadata", {})
+    if isinstance(metadata, dict):
+        metadata["risk_score"] = int(score.get("score") or 0)
+        metadata["risk_level"] = level
+        metadata["risk_level_label"] = str(score.get("level_label") or "")
+        metadata["risk_score_model"] = score.get("model")
+        metadata["risk_score_detail"] = score
+
+
+def _apply_score_to_config(
+    config_json: dict[str, Any],
+    manifest: dict[str, Any],
+    score: dict[str, Any],
+) -> None:
+    level = str(score.get("level") or manifest.get("risk_level") or "medium")
+    config_json["severity"] = level
+    config_json["risk_score"] = int(score.get("score") or 0)
+    config_json["risk_level"] = level
+    config_json["risk_level_label"] = str(score.get("level_label") or "")
+    config_json["risk_score_detail"] = score
+
+
+def _has_score(value: Any) -> bool:
+    if not isinstance(value, dict):
+        return False
+    try:
+        score = int(value.get("risk_score") if value.get("risk_score") is not None else value.get("score"))
+    except (TypeError, ValueError):
+        return False
+    return 0 <= score <= 100
+
+
+def _has_current_score(value: Any) -> bool:
+    if not _has_score(value):
+        return False
+    return _read_score_model(value) == RISK_SCORE_MODEL_VERSION
+
+
+def _read_score_model(value: Any) -> str:
+    if not isinstance(value, dict):
+        return ""
+    detail = value.get("risk_score_detail")
+    if isinstance(detail, dict):
+        model = str(detail.get("model") or "").strip()
+        if model:
+            return model
+    metadata = value.get("metadata")
+    if isinstance(metadata, dict):
+        detail = metadata.get("risk_score_detail")
+        if isinstance(detail, dict):
+            model = str(detail.get("model") or "").strip()
+            if model:
+                return model
+        model = str(metadata.get("risk_score_model") or "").strip()
+        if model:
+            return model
+    return str(value.get("risk_score_model") or value.get("model") or "").strip()
+
+
+def _read_existing_score(manifest: dict[str, Any]) -> dict[str, Any]:
+    metadata = manifest.get("metadata") if isinstance(manifest.get("metadata"), dict) else {}
+    detail = metadata.get("risk_score_detail")
+    if isinstance(detail, dict) and _has_score(detail):
+        return dict(detail)
+    detail = manifest.get("risk_score_detail")
+    if isinstance(detail, dict) and _has_score(detail):
+        return dict(detail)
+    score = int(metadata.get("risk_score") or manifest.get("risk_score") or 0)
+    level = str(metadata.get("risk_level") or manifest.get("risk_level") or "medium")
+    return {
+        "score": score,
+        "level": level,
+        "level_label": str(metadata.get("risk_level_label") or manifest.get("risk_level_label") or ""),
+        "model": metadata.get("risk_score_model"),
+    }

server/src/app/services/risk_rule_scoring.py

@@ -11,7 +11,7 @@ RISK_LEVEL_LABELS: dict[str, str] = {
     "critical": "极高风险",
 }
 
-RISK_SCORE_MODEL_VERSION = "risk_score_v1"
+RISK_SCORE_MODEL_VERSION = "risk_score_v3"
 
 RISK_SCORE_WEIGHTS: dict[str, float] = {
     "impact": 0.35,
@@ -115,6 +115,7 @@ def calculate_risk_rule_score(
         draft.get("formula"),
         draft.get("message_template"),
     )
+    hard_signal_text = _strip_negated_risk_context(text)
     template_key = str(draft.get("template_key") or "").strip()
     field_keys = _read_string_list(draft.get("field_keys"))
     condition_count = len(draft.get("conditions") if isinstance(draft.get("conditions"), list) else [])
@@ -122,7 +123,7 @@ def calculate_risk_rule_score(
     components = {
         "impact": _component_score(
             evidence.get("impact_level"),
-            _infer_impact_score(text, template_key=template_key),
+            _infer_impact_score(hard_signal_text, template_key=template_key),
         ),
         "certainty": _component_score(
             evidence.get("violation_certainty"),
@@ -142,12 +143,18 @@ def calculate_risk_rule_score(
         ),
         "sensitivity": _component_score(
             evidence.get("business_sensitivity"),
-            _infer_sensitivity_score(text, expense_category=expense_category),
+            _infer_sensitivity_score(hard_signal_text, expense_category=expense_category),
         ),
     }
-    score = _clamp_score(
+    raw_score = _clamp_score(
         round(sum(components[key] * RISK_SCORE_WEIGHTS[key] for key in RISK_SCORE_WEIGHTS))
     )
+    score, calibration = _calibrate_score(
+        raw_score,
+        text=text,
+        hard_signal_text=hard_signal_text,
+        components=components,
+    )
     level = risk_level_from_score(score)
     return {
         "score": score,
@@ -156,6 +163,7 @@ def calculate_risk_rule_score(
         "model": RISK_SCORE_MODEL_VERSION,
         "weights": RISK_SCORE_WEIGHTS,
         "components": components,
+        "calibration": calibration,
         "ai_evidence": evidence,
         "basis": {
             "template_key": template_key,
@@ -277,6 +285,8 @@ def _infer_action_score(text: str, draft: dict[str, Any]) -> int:
         return 78
     if _contains_any(corpus, "人工复核", "复核", "审核"):
         return 65
+    if _contains_any(corpus, "提醒", "提示", "补齐"):
+        return 35
     if _contains_any(corpus, "补充", "说明"):
         return 48
     return 35
@@ -292,6 +302,69 @@ def _infer_sensitivity_score(text: str, *, expense_category: str | None) -> int:
     return 45
 
 
+def _calibrate_score(
+    score: int,
+    *,
+    text: str,
+    hard_signal_text: str,
+    components: dict[str, int],
+) -> tuple[int, dict[str, Any]]:
+    calibration: dict[str, Any] = {"raw_score": score, "rules": []}
+    if _is_low_control_rule(text, hard_signal_text, components):
+        calibrated = min(score, 30)
+        calibration["rules"].append(
+            {
+                "name": "explicit_low_control_cap",
+                "score_before": score,
+                "score_after": calibrated,
+                "reason": "规则语义明确为低风险，且控制动作仅为提醒、提示、补齐或补充说明。",
+            }
+        )
+        score = calibrated
+    return score, calibration
+
+
+def _is_low_control_rule(text: str, hard_signal_text: str, components: dict[str, int]) -> bool:
+    if not _contains_any(text, "低风险", "轻微风险", "轻微", "提醒", "提示", "补齐"):
+        return False
+    if _contains_any(
+        hard_signal_text,
+        "高风险",
+        "极高风险",
+        "严重",
+        "重大",
+        "造假",
+        "虚假",
+        "伪造",
+        "重复报销",
+        "骗取",
+        "套取",
+        "不一致",
+        "超预算",
+        "超标准",
+        "阻断",
+        "禁止",
+        "退回",
+        "驳回",
+    ):
+        return False
+    return components.get("action", 100) <= ACTION_SCORE_MAP["supplement"]
+
+
+def _strip_negated_risk_context(text: str) -> str:
+    normalized = str(text or "")
+    if not normalized:
+        return ""
+    negated_risk_pattern = (
+        r"(?:暂未|未|没有|无|不存在)"
+        r"(?:发现|存在)?"
+        r"[^，。；;,.]*"
+        r"(?:冲突|异常|重复报销|造假|虚假|伪造|超标|超预算|高风险|不一致|迹象)"
+        r"[^，。；;,.]*"
+    )
+    return re.sub(negated_risk_pattern, "", normalized)
+
+
 def _replace_or_append_risk_label(value: str, level_label: str) -> str:
     normalized = str(value or "").strip()
     if not normalized:

server/src/app/services/user_agent_constants.py

@@ -38,8 +38,10 @@ EXPENSE_TYPE_LABELS = {
     "meal": "业务招待费",
     "meeting": "会务费",
     "entertainment": "业务招待费",
+    "marketing": "市场推广费",
     "office": "办公用品费",
     "training": "培训费",
+    "software": "软件服务费",
     "communication": "通讯费",
     "welfare": "福利费",
     "other": "其他费用",
@@ -49,10 +51,12 @@ GROUP_SCENE_LABELS = {
     "travel": "差旅费",
     "entertainment": "业务招待费",
     "meal": "业务招待费",
+    "marketing": "市场推广费",
     "transport": "交通费",
     "hotel": "住宿费",
     "office": "办公用品费",
     "training": "培训费",
+    "software": "软件服务费",
     "communication": "通讯费",
     "welfare": "福利费",
     "other": "其他费用",
@@ -64,8 +68,10 @@ EXPENSE_SCENE_SELECTION_OPTIONS = (
     ("hotel", "住宿费", "单独住宿、酒店发票等场景。"),
     ("meal", "业务招待费", "客户接待、工作餐、加班餐、餐饮票据等场景。"),
     ("meeting", "会务费", "会议、论坛、会场、参会等场景。"),
+    ("marketing", "市场推广费", "广告投放、品牌宣传、营销物料等推广场景。"),
     ("office", "办公用品费", "办公用品、耗材、办公设备等采购场景。"),
     ("training", "培训费", "培训课程、讲师费、教材、认证等场景。"),
+    ("software", "软件服务费", "软件订阅、云资源、平台服务等技术服务场景。"),
     ("communication", "通讯费", "话费、流量、宽带、网络等场景。"),
     ("welfare", "福利费", "团建、体检、慰问、节日福利等场景。"),
     ("other", "其他费用", "暂不属于以上分类的报销场景。"),
@@ -110,7 +116,10 @@ AMOUNT_TEXT_PATTERN = re.compile(
     r"(\d+(?:\.\d+)?)\s*(?:万元|万员|万圆|万园|万块|万元整|元整|块钱|块|元|员|圆|园|万)"
 )
 TRAVEL_REVIEW_HOTEL_NIGHT_PATTERN = re.compile(r"(\d+)\s*(?:晚|间夜)")
-TRAVEL_ROUTE_PATTERN = re.compile(r"([\u4e00-\u9fa5]{2,12})\s*(?:至|→|->|-|—)\s*([\u4e00-\u9fa5]{2,12})")
+TRAVEL_ROUTE_PATTERN = re.compile(
+    r"([\u4e00-\u9fa5]{2,12})\s*(?:至|→|->|-|—)\s*"
+    r"([\u4e00-\u9fa5]{2,12})"
+)
 
 SOURCE_LABELS = {
     "user_text": "用户描述",
@@ -137,8 +146,10 @@ INFERRED_REASON_LABELS = {
     "meal": "业务招待",
     "meeting": "会务活动",
     "entertainment": "客户接待",
+    "marketing": "市场推广",
     "office": "办公用品采购",
     "training": "培训学习",
+    "software": "软件服务",
     "communication": "通讯使用",
     "welfare": "员工福利",
     "other": "其他费用",

server/storage/knowledge/.index.json

@@ -14,8 +14,8 @@
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       "uploaded_by": "admin",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-17T10:01:33.272539+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.726523+00:00",
       "ingest_completed_at": "2026-05-17T10:01:33.272539+00:00",
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       "ingest_document_updated_at": "2026-05-17T09:28:28.999515+00:00",
@@ -35,8 +35,8 @@
       "updated_at": "2026-05-22T07:00:22.328877+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T09:22:25.565409+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.731130+00:00",
       "ingest_completed_at": "2026-05-22T09:22:25.565409+00:00",
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@@ -56,8 +56,8 @@
       "updated_at": "2026-05-22T07:00:22.011016+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-23T14:30:33.605531+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.735501+00:00",
       "ingest_completed_at": "2026-05-23T14:30:33.605531+00:00",
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       "ingest_document_updated_at": "2026-05-22T07:00:22.011016+00:00",
@@ -77,8 +77,8 @@
       "updated_at": "2026-05-22T07:00:22.352133+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T09:23:11.334499+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.739842+00:00",
       "ingest_completed_at": "2026-05-22T09:23:11.334499+00:00",
       "ingest_document_name": "远光软件财务术语解释手册.docx",
       "ingest_document_updated_at": "2026-05-22T07:00:22.352133+00:00",
@@ -98,8 +98,8 @@
       "updated_at": "2026-05-22T07:00:22.304623+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T09:24:18.933073+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.744555+00:00",
       "ingest_completed_at": "2026-05-22T09:24:18.933073+00:00",
       "ingest_document_name": "远光软件高新技术企业税收优惠政策汇总.pdf",
       "ingest_document_updated_at": "2026-05-22T07:00:22.304623+00:00",
@@ -119,8 +119,8 @@
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       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:01:43.168774+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.762391+00:00",
       "ingest_completed_at": "2026-05-22T16:01:43.168774+00:00",
       "ingest_document_name": "远光软件公司内部控制基本规范.pdf",
       "ingest_document_updated_at": "2026-05-22T07:00:18.153373+00:00",
@@ -140,8 +140,8 @@
       "updated_at": "2026-05-22T07:00:18.190399+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:03:00.735908+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.773116+00:00",
       "ingest_completed_at": "2026-05-22T16:03:00.735908+00:00",
       "ingest_document_name": "远光软件公司合同管理制度.docx",
       "ingest_document_updated_at": "2026-05-22T07:00:18.190399+00:00",
@@ -161,8 +161,8 @@
       "updated_at": "2026-05-22T07:00:17.798679+00:00",
       "uploaded_by": "系统导入",
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-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:03:46.921675+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.784020+00:00",
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       "ingest_document_name": "远光软件公司财务管理制度总则.docx",
       "ingest_document_updated_at": "2026-05-22T07:00:17.798679+00:00",
@@ -182,8 +182,8 @@
       "updated_at": "2026-05-22T07:00:18.531598+00:00",
       "uploaded_by": "系统导入",
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-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:04:58.719410+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.799323+00:00",
       "ingest_completed_at": "2026-05-22T16:04:58.719410+00:00",
       "ingest_document_name": "远光软件公司资产管理制度.pdf",
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@@ -203,8 +203,8 @@
       "updated_at": "2026-05-22T07:00:18.221073+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:06:08.172318+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:00.814611+00:00",
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       "ingest_document_name": "远光软件公司采购管理办法.xlsx",
       "ingest_document_updated_at": "2026-05-22T07:00:18.221073+00:00",
@@ -224,8 +224,8 @@
       "updated_at": "2026-05-22T07:00:19.734422+00:00",
       "uploaded_by": "系统导入",
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-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:06:48.466110+00:00",
+      "ingest_status": 1,
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@@ -245,8 +245,8 @@
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@@ -266,8 +266,8 @@
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@@ -287,8 +287,8 @@
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@@ -308,8 +308,8 @@
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-      "ingest_status_updated_at": "2026-05-22T16:11:04.764727+00:00",
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@@ -329,8 +329,8 @@
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@@ -350,8 +350,8 @@
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@@ -371,8 +371,8 @@
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@@ -392,8 +392,8 @@
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@@ -413,8 +413,8 @@
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@@ -455,8 +455,8 @@
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@@ -476,8 +476,8 @@
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@@ -497,8 +497,8 @@
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+      "ingest_status_updated_at": "2026-05-26T02:39:17.471635+00:00",
       "ingest_completed_at": "2026-05-22T16:26:54.048075+00:00",
       "ingest_document_name": "远光软件财务共享服务操作手册.pdf",
       "ingest_document_updated_at": "2026-05-22T07:00:21.945868+00:00",
@@ -623,8 +623,8 @@
       "updated_at": "2026-05-22T07:00:19.662743+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:27:31.775974+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:17.489793+00:00",
       "ingest_completed_at": "2026-05-22T16:27:31.775974+00:00",
       "ingest_document_name": "远光软件报销流程培训手册.pdf",
       "ingest_document_updated_at": "2026-05-22T07:00:19.662743+00:00",
@@ -644,8 +644,8 @@
       "updated_at": "2026-05-22T07:00:19.323921+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:27:44.244066+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:17.505506+00:00",
       "ingest_completed_at": "2026-05-22T16:27:44.244066+00:00",
       "ingest_document_name": "远光软件新员工财务培训课件.pdf",
       "ingest_document_updated_at": "2026-05-22T07:00:19.323921+00:00",
@@ -665,8 +665,8 @@
       "updated_at": "2026-05-22T07:00:18.988700+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:28:24.573683+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:17.520887+00:00",
       "ingest_completed_at": "2026-05-22T16:28:24.573683+00:00",
       "ingest_document_name": "远光软件财务制度培训手册.docx",
       "ingest_document_updated_at": "2026-05-22T07:00:18.988700+00:00",
@@ -686,8 +686,8 @@
       "updated_at": "2026-05-22T07:00:19.686485+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:29:03.349502+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:17.542919+00:00",
       "ingest_completed_at": "2026-05-22T16:29:03.349502+00:00",
       "ingest_document_name": "远光软件财务培训课程安排.xlsx",
       "ingest_document_updated_at": "2026-05-22T07:00:19.686485+00:00",
@@ -707,8 +707,8 @@
       "updated_at": "2026-05-22T07:00:20.476077+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:29:29.050791+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:17.558881+00:00",
       "ingest_completed_at": "2026-05-22T16:29:29.050791+00:00",
       "ingest_document_name": "远光软件报销问题处理指引.xlsx",
       "ingest_document_updated_at": "2026-05-22T07:00:20.476077+00:00",
@@ -728,8 +728,8 @@
       "updated_at": "2026-05-22T07:00:20.453567+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:35:03.548506+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:17.575410+00:00",
       "ingest_completed_at": "2026-05-22T16:35:03.548506+00:00",
       "ingest_document_name": "远光软件财务制度问答汇总.pdf",
       "ingest_document_updated_at": "2026-05-22T07:00:20.453567+00:00",
@@ -749,8 +749,8 @@
       "updated_at": "2026-05-22T07:00:20.158497+00:00",
       "uploaded_by": "系统导入",
       "version_number": 1,
-      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-22T16:35:27.056080+00:00",
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-26T02:39:17.593165+00:00",
       "ingest_completed_at": "2026-05-22T16:35:27.056080+00:00",
       "ingest_document_name": "远光软件财务报销常见问题解答.docx",
       "ingest_document_updated_at": "2026-05-22T07:00:20.158497+00:00",

server/tests/test_ontology_service.py

@@ -10,7 +10,6 @@ from sqlalchemy.pool import StaticPool
 
 from app.api.deps import get_db
 from app.db.base import Base
-from app.main import create_app
 from app.schemas.ontology import OntologyParseRequest
 from app.services.ontology import LlmOntologyParseResult, SemanticOntologyService
 
@@ -27,6 +26,8 @@ def build_session_factory() -> sessionmaker[Session]:
 
 def build_client() -> tuple[TestClient, sessionmaker[Session]]:
     session_factory = build_session_factory()
+    from app.main import create_app
+
     app = create_app()
 
     def override_db() -> Generator[Session, None, None]:
@@ -260,6 +261,106 @@ def test_semantic_ontology_service_extracts_entities_time_and_constraints() -> N
         assert result.time_range.end_date == "2026-04-30"
 
 
+def test_semantic_ontology_service_extracts_budget_query_fields() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="查询 CC-4100 2026年度差旅费可用预算和预算占用",
+                user_id="pytest",
+            )
+        )
+
+        entity_map = {item.type: item.normalized_value for item in result.entities}
+        metric_names = {item.name for item in result.metrics}
+
+        assert result.scenario == "budget"
+        assert result.intent == "query"
+        assert entity_map["cost_center"] == "CC-4100"
+        assert entity_map["budget_period"] == "2026年度"
+        assert entity_map["budget_subject"] == "travel"
+        assert entity_map["expense_type"] == "travel"
+        assert {"available_amount", "reserved_amount"}.issubset(metric_names)
+
+
+def test_semantic_ontology_service_extracts_budget_edit_fields() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="编辑预算：2026年度 CC-4100 差旅费预算金额60万元，预警线80%，控制动作提醒",
+                user_id="pytest",
+                context_json={
+                    "document_type": "budget_plan",
+                    "entry_source": "budget_center",
+                    "conversation_scenario": "budget",
+                },
+            )
+        )
+
+        entity_map = {item.type: item.normalized_value for item in result.entities}
+
+        assert result.scenario == "budget"
+        assert result.intent == "draft"
+        assert result.permission.level == "draft_write"
+        assert entity_map["budget_period"] == "2026年度"
+        assert entity_map["budget_subject"] == "travel"
+        assert entity_map["expense_type"] == "travel"
+        assert entity_map["budget_amount"] == "600000"
+        assert entity_map["warning_threshold"] == "80%"
+        assert entity_map["control_action"] == "remind"
+
+
+def test_semantic_ontology_service_extracts_quarter_budget_period() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="查询 CC-4100 2026年Q3 住宿费预算金额",
+                user_id="pytest",
+            )
+        )
+
+        entity_map = {item.type: item.normalized_value for item in result.entities}
+
+        assert result.scenario == "budget"
+        assert entity_map["budget_period"] == "2026年Q3"
+        assert entity_map["budget_subject"] == "hotel"
+        assert entity_map["expense_type"] == "hotel"
+
+
+@pytest.mark.parametrize(
+    "query,expected_code,expected_label",
+    [
+        ("查询2026年度市场推广费预算余额", "marketing", "市场推广费"),
+        ("查看2026年度软件服务费已占用金额", "software", "软件服务费"),
+        ("统计2026年度业务招待费预算金额", "meal", "业务招待费"),
+    ],
+)
+def test_semantic_ontology_service_links_budget_subject_to_expense_type(
+    query: str,
+    expected_code: str,
+    expected_label: str,
+) -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(query=query, user_id="pytest")
+        )
+
+        assert result.scenario == "budget"
+        assert any(
+            item.type == "budget_subject" and item.normalized_value == expected_code
+            for item in result.entities
+        )
+        assert any(
+            item.type == "expense_type"
+            and item.normalized_value == expected_code
+            and item.value == expected_label
+            for item in result.entities
+        )
+
+
 def test_semantic_ontology_service_extracts_new_document_numbers() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:

server/tests/test_risk_rule_generation.py

@@ -3,7 +3,9 @@ from __future__ import annotations
 import json
 from datetime import UTC, date, datetime
 from decimal import Decimal
+from types import SimpleNamespace
 
+import pytest
 from sqlalchemy import create_engine
 from sqlalchemy.orm import Session, sessionmaker
 from sqlalchemy.pool import StaticPool
@@ -32,6 +34,7 @@ from app.services.risk_rule_flow_diagram import (
 from app.services.risk_rule_generation import RiskRuleGenerationService
 from app.services.risk_rule_generation_jobs import RiskRuleGenerationJobService
 from app.services.risk_rule_manifest_normalizer import normalize_risk_rule_manifest
+from app.services.risk_rule_scoring import calculate_risk_rule_score, risk_level_from_score
 from app.services.risk_rule_template_executor import RiskRuleTemplateExecutor
 
 
@@ -113,6 +116,8 @@ def test_generate_risk_rule_asset_creates_draft_json_rule(tmp_path) -> None:
         assert asset.config_json["evaluator"] == "template_rule"
         assert asset.config_json["expense_category"] == "travel"
         assert asset.config_json["risk_category"] == "差旅费"
+        assert asset.config_json["business_stage"] == "reimbursement"
+        assert asset.config_json["business_stage_label"] == "费用报销"
         assert asset.scenario_json == ["差旅费"]
         assert asset.current_version == "v0.1.0"
 
@@ -122,9 +127,15 @@ def test_generate_risk_rule_asset_creates_draft_json_rule(tmp_path) -> None:
         assert payload["rule_code"] == asset.code
         assert payload["name"] == "差旅住宿城市一致性校验"
         assert payload["applies_to"]["expense_categories"] == ["travel"]
+        assert payload["applies_to"]["business_stages"] == ["reimbursement"]
         assert payload["risk_category"] == "差旅费"
         assert payload["metadata"]["expense_category"] == "travel"
+        assert payload["metadata"]["business_stage"] == "reimbursement"
+        assert payload["metadata"]["business_stage_label"] == "费用报销"
         assert payload["metadata"]["rule_title"] == "差旅住宿城市一致性校验"
+        assert isinstance(payload["metadata"]["risk_score"], int)
+        assert payload["metadata"]["risk_level"] == payload["outcomes"]["fail"]["severity"]
+        assert asset.config_json["risk_score"] == payload["metadata"]["risk_score"]
         assert payload["outcomes"]["fail"]["severity"] == "high"
         assert payload["template_key"] == "field_compare_v1"
         assert payload["metadata"]["natural_language"].startswith("住宿城市")
@@ -147,7 +158,141 @@ def test_generate_risk_rule_asset_creates_draft_json_rule(tmp_path) -> None:
         assert "feDropShadow" not in payload["flow_diagram_svg"]
 
 
-def test_set_risk_rule_level_updates_manifest_config_and_flow_svg(tmp_path) -> None:
+def test_risk_score_model_thresholds_and_critical_level() -> None:
+    assert risk_level_from_score(30) == "low"
+    assert risk_level_from_score(31) == "medium"
+    assert risk_level_from_score(61) == "high"
+    assert risk_level_from_score(81) == "critical"
+
+    result = calculate_risk_rule_score(
+        natural_language="同一发票号码重复报销时禁止提交并进入审计复核。",
+        draft={
+            "template_key": "composite_rule_v1",
+            "field_keys": ["attachment.invoice_no", "claim.amount"],
+            "conditions": [{"id": "duplicate_invoice", "operator": "overlap"}],
+            "risk_scoring_evidence": {
+                "impact_level": "critical",
+                "violation_certainty": "critical",
+                "evidence_strength": "high",
+                "exception_dependence": "medium",
+                "control_action": "block",
+                "business_sensitivity": "critical",
+            },
+        },
+        fields=[],
+        expense_category="travel",
+        expense_category_label="差旅费",
+        requires_attachment=True,
+    )
+
+    assert result["score"] >= 81
+    assert result["level"] == "critical"
+    assert result["level_label"] == "极高风险"
+
+
+def test_generate_expense_application_risk_rule_marks_business_stage(tmp_path) -> None:
+    with build_session() as db:
+        manager = AgentAssetRuleLibraryManager(rule_root=tmp_path / "rules")
+        service = RiskRuleGenerationService(
+            db,
+            rule_library_manager=manager,
+            runtime_chat_service=NullRuntimeChatService(),
+        )
+
+        asset_id = service.generate_rule_asset(
+            AgentAssetRiskRuleGenerateRequest(
+                business_domain=AgentAssetDomain.EXPENSE,
+                business_stage="expense_application",
+                expense_category="travel",
+                rule_title="差旅申请预算余额校验",
+                natural_language="费用申请时，若差旅申请金额超过可用预算余额，则提示风险并要求补充审批说明。",
+            ),
+            actor="pytest",
+        )
+
+        asset = db.get(AgentAsset, asset_id)
+        assert asset is not None
+        assert asset.config_json["business_stage"] == "expense_application"
+        assert asset.config_json["business_stage_label"] == "费用申请"
+
+        payload = manager.read_rule_library_json(
+            library=RISK_RULES_LIBRARY,
+            file_name=asset.config_json["rule_document"]["file_name"],
+        )
+        assert payload["applies_to"]["business_stages"] == ["expense_application"]
+        assert payload["metadata"]["business_stage_label"] == "费用申请"
+        assert payload["params"]["business_stage_label"] == "费用申请"
+
+
+def test_risk_score_model_keeps_explicit_low_control_rules_low() -> None:
+    field_keys = ["attachment.invoice_no", "attachment.goods_name", "claim.reason"]
+    result = calculate_risk_rule_score(
+        natural_language=(
+            "差旅报销时，票据已上传但发票号码或商品服务名称缺失，"
+            "且报销事由、人员和部门能够说明费用归属，则标记为低风险，"
+            "仅提醒补齐票据要素。"
+        ),
+        draft={
+            "template_key": "field_required_v1",
+            "field_keys": field_keys,
+            "condition_summary": "票据要素缺失但归属清晰时提醒补齐。",
+        },
+        fields=[SimpleNamespace(key=key, source=key.split(".", 1)[0]) for key in field_keys],
+        expense_category="travel",
+        expense_category_label="差旅费",
+        requires_attachment=True,
+    )
+
+    assert result["score"] <= 30
+    assert result["level"] == "low"
+    assert result["calibration"]["rules"][0]["name"] == "explicit_low_control_cap"
+
+
+def test_risk_score_model_ignores_negated_hard_risk_words_for_low_rules() -> None:
+    result = calculate_risk_rule_score(
+        natural_language=(
+            "差旅费报销提交时，若缺少申报目的地、明细地点或明细事由，"
+            "但暂未发现票据城市冲突、金额异常或重复报销迹象，则标记为低风险，"
+            "提示经办人补齐基础差旅信息后继续提交。"
+        ),
+        draft={
+            "template_key": "field_required_v1",
+            "field_keys": ["claim.location", "item.item_location", "item.item_reason"],
+            "condition_summary": "基础差旅字段缺失但暂无硬风险迹象时提示补齐。",
+        },
+        fields=[],
+        expense_category="travel",
+        expense_category_label="差旅费",
+        requires_attachment=False,
+    )
+
+    assert result["score"] <= 30
+    assert result["level"] == "low"
+
+
+def test_risk_score_model_does_not_cap_hard_risk_signals() -> None:
+    result = calculate_risk_rule_score(
+        natural_language=(
+            "差旅报销时，交通票或住宿票据城市均无法与申报目的地一致，"
+            "且没有绕行、跨城办事或改签说明，则标记为高风险，要求补充说明或退回修改。"
+        ),
+        draft={
+            "template_key": "composite_rule_v1",
+            "field_keys": ["claim.destination_city", "attachment.route_cities"],
+            "conditions": [{"id": "city_mismatch", "operator": "not_overlap"}],
+        },
+        fields=[],
+        expense_category="travel",
+        expense_category_label="差旅费",
+        requires_attachment=True,
+    )
+
+    assert result["score"] >= 61
+    assert result["level"] == "high"
+    assert not result["calibration"]["rules"]
+
+
+def test_set_risk_rule_level_rejects_manual_override(tmp_path) -> None:
     with build_session() as db:
         manager = AgentAssetRuleLibraryManager(rule_root=tmp_path / "rules")
         generator = RiskRuleGenerationService(
@@ -169,31 +314,16 @@ def test_set_risk_rule_level_updates_manifest_config_and_flow_svg(tmp_path) -> N
 
         asset_service = AgentAssetService(db)
         asset_service.rule_library_manager = manager
-        updated = asset_service.set_risk_rule_level(
+        with pytest.raises(ValueError, match="评分模型"):
+            asset_service.set_risk_rule_level(
                 asset_id,
                 risk_level="low",
                 actor="pytest",
             )
 
-        assert updated.config_json["severity"] == "low"
         asset = db.get(AgentAsset, asset_id)
         assert asset is not None
-        assert asset.config_json["risk_level_label"] == "低风险"
-        file_name = asset.config_json["rule_document"]["file_name"]
-        payload = manager.read_rule_library_json(
-            library=RISK_RULES_LIBRARY,
-            file_name=file_name,
-        )
-        assert payload["outcomes"]["fail"]["severity"] == "low"
-        assert payload["metadata"]["risk_level"] == "low"
-        assert payload["metadata"]["risk_level_label"] == "低风险"
-        assert "低风险" in payload["metadata"]["flow"]["fail"]
-        assert "#2563eb" in payload["flow_diagram_svg"]
-        assert "#dc2626" not in payload["flow_diagram_svg"]
-
-        version = asset_service.repository.get_version(asset_id, asset.working_version)
-        assert version is not None
-        assert '"severity": "low"' in version.content
+        assert asset.config_json["severity"] != "low"
 
 
 def test_enqueue_risk_rule_generation_creates_visible_generating_asset(tmp_path) -> None:
@@ -774,7 +904,10 @@ def test_risk_rule_requires_test_report_before_review_and_publish(tmp_path) -> N
             enabled=False,
             actor="manager",
         )
+        assert disabled.status == AgentAssetStatus.DISABLED.value
+        assert disabled.published_version == asset.working_version
         assert disabled.config_json["enabled"] is False
+        assert disabled.config_json["last_operation"]["action"] == "offline"
         rule_document = disabled.config_json["rule_document"]
         manifest = manager.read_rule_library_json(
             library=RISK_RULES_LIBRARY,
@@ -782,6 +915,11 @@ def test_risk_rule_requires_test_report_before_review_and_publish(tmp_path) -> N
         )
         assert manifest["enabled"] is False
 
+        enabled = service.set_risk_rule_enabled(asset_id, enabled=True, actor="manager")
+        assert enabled.status == AgentAssetStatus.ACTIVE.value
+        assert enabled.config_json["enabled"] is True
+        assert enabled.config_json["last_operation"]["action"] == "online"
+
         attachment_required_id = generator.generate_rule_asset(
             AgentAssetRiskRuleGenerateRequest(
                 business_domain=AgentAssetDomain.EXPENSE,

web/src/assets/styles/views/budget-center-dialog.css

@@ -0,0 +1,349 @@
+.budget-dialog-backdrop,
+.budget-dialog-backdrop * {
+  box-sizing: border-box;
+}
+
+.budget-dialog-backdrop {
+  position: fixed;
+  inset: 0;
+  z-index: 1200;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  padding: 28px;
+  background: rgba(15, 23, 42, .52);
+  backdrop-filter: blur(1px);
+}
+
+.budget-edit-dialog {
+  width: min(1024px, calc(100vw - 48px));
+  max-height: calc(100vh - 56px);
+  display: grid;
+  grid-template-rows: auto minmax(0, 1fr) auto;
+  border-radius: 8px;
+  background: #fff;
+  box-shadow: 0 24px 72px rgba(15, 23, 42, .28);
+  overflow: hidden;
+}
+
+.budget-edit-head {
+  min-height: 56px;
+  padding: 0 24px;
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  border-bottom: 1px solid #edf1f6;
+}
+
+.budget-edit-head strong {
+  color: #111827;
+  font-size: 18px;
+  font-weight: 800;
+}
+
+.budget-dialog-close {
+  width: 32px;
+  height: 32px;
+  display: grid;
+  place-items: center;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: #64748b;
+  font-size: 20px;
+  cursor: pointer;
+  transition: background 160ms ease, color 160ms ease;
+}
+
+.budget-dialog-close:hover {
+  background: #f1f5f9;
+  color: #0f172a;
+}
+
+.budget-edit-body {
+  min-height: 0;
+  padding: 18px 24px 16px;
+  overflow: auto;
+}
+
+.budget-edit-section + .budget-edit-section {
+  margin-top: 18px;
+}
+
+.budget-edit-section h3 {
+  margin: 0 0 12px;
+  color: #111827;
+  font-size: 15px;
+  line-height: 1.35;
+  font-weight: 800;
+}
+
+.budget-edit-form-grid {
+  display: grid;
+  grid-template-columns: repeat(3, minmax(0, 1fr));
+  gap: 14px 28px;
+}
+
+.budget-edit-form-grid label,
+.budget-edit-textarea {
+  min-width: 0;
+  display: grid;
+  gap: 7px;
+  color: #334155;
+  font-size: 13px;
+  font-weight: 750;
+}
+
+.budget-edit-form-grid label.required > span::after {
+  content: "*";
+  margin-left: 3px;
+  color: #ef4444;
+}
+
+.budget-edit-form-grid select,
+.budget-edit-textarea textarea,
+.budget-edit-table input,
+.budget-edit-table select {
+  width: 100%;
+  border: 1px solid #dbe4ee;
+  border-radius: 6px;
+  background: #fff;
+  color: #111827;
+  font-size: 14px;
+  outline: none;
+  transition: border-color 160ms ease, box-shadow 160ms ease;
+}
+
+.budget-edit-form-grid select {
+  height: 38px;
+  padding: 0 34px 0 12px;
+}
+
+.budget-edit-form-grid select:focus,
+.budget-edit-textarea textarea:focus,
+.budget-edit-table input:focus,
+.budget-edit-table select:focus {
+  border-color: #10b981;
+  box-shadow: 0 0 0 3px rgba(16, 185, 129, .12);
+}
+
+.budget-edit-textarea {
+  position: relative;
+  margin-top: 14px;
+}
+
+.budget-edit-textarea textarea {
+  min-height: 86px;
+  resize: none;
+  padding: 12px 14px 24px;
+  line-height: 1.6;
+}
+
+.budget-edit-textarea em {
+  position: absolute;
+  right: 12px;
+  bottom: 9px;
+  color: #94a3b8;
+  font-size: 12px;
+  font-style: normal;
+  font-weight: 500;
+}
+
+.budget-edit-table-wrap {
+  border: 1px solid #edf1f6;
+  border-radius: 8px;
+  overflow-x: auto;
+}
+
+.budget-edit-table {
+  width: 100%;
+  min-width: 760px;
+  border-collapse: collapse;
+  table-layout: fixed;
+}
+
+.budget-edit-table th,
+.budget-edit-table td {
+  height: 48px;
+  padding: 8px 10px;
+  border-right: 1px solid #edf1f6;
+  border-bottom: 1px solid #edf1f6;
+  text-align: center;
+  vertical-align: middle;
+}
+
+.budget-edit-table th:last-child,
+.budget-edit-table td:last-child {
+  border-right: 0;
+}
+
+.budget-edit-table tbody tr:last-child td {
+  border-bottom: 0;
+}
+
+.budget-edit-table th {
+  background: #fbfcfe;
+  color: #334155;
+  font-size: 13px;
+  font-weight: 800;
+  white-space: nowrap;
+}
+
+.budget-edit-table th i {
+  color: #ef4444;
+  font-style: normal;
+}
+
+.budget-edit-table th:nth-child(1) { width: 180px; }
+.budget-edit-table th:nth-child(2) { width: 168px; }
+.budget-edit-table th:nth-child(3) { width: 120px; }
+.budget-edit-table th:nth-child(4) { width: 120px; }
+.budget-edit-table th:nth-child(6) { width: 68px; }
+
+.budget-edit-table input,
+.budget-edit-table select {
+  height: 34px;
+  padding: 0 10px;
+  text-align: center;
+}
+
+.budget-edit-table td:nth-child(5) input {
+  text-align: left;
+}
+
+.budget-row-delete {
+  width: 32px;
+  height: 32px;
+  display: inline-grid;
+  place-items: center;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: #64748b;
+  font-size: 18px;
+  cursor: pointer;
+}
+
+.budget-row-delete:hover {
+  background: #fef2f2;
+  color: #dc2626;
+}
+
+.budget-add-row-btn {
+  height: 28px;
+  margin-top: 8px;
+  padding: 0 10px;
+  display: inline-flex;
+  align-items: center;
+  gap: 5px;
+  border: 1px solid rgba(16, 185, 129, .42);
+  border-radius: 6px;
+  background: #fff;
+  color: #059669;
+  font-size: 13px;
+  font-weight: 800;
+  cursor: pointer;
+}
+
+.budget-edit-total {
+  height: 42px;
+  margin-top: 8px;
+  padding: 0 14px;
+  display: grid;
+  grid-template-columns: 120px 1fr;
+  align-items: center;
+  border: 1px solid #edf1f6;
+  border-radius: 8px;
+  background: #fbfcfe;
+}
+
+.budget-edit-total span,
+.budget-edit-total strong {
+  color: #111827;
+  font-size: 14px;
+  font-weight: 800;
+}
+
+.budget-edit-foot {
+  padding: 18px 24px 20px;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  gap: 18px;
+  border-top: 1px solid #edf1f6;
+  background: #fff;
+}
+
+.budget-edit-foot button {
+  height: 40px;
+  min-width: 156px;
+  border-radius: 7px;
+  font-size: 14px;
+  font-weight: 800;
+  cursor: pointer;
+}
+
+.budget-edit-cancel {
+  border: 1px solid #dbe4ee;
+  background: #fff;
+  color: #334155;
+}
+
+.budget-edit-draft {
+  border: 1px solid #10b981;
+  background: #fff;
+  color: #059669;
+}
+
+.budget-edit-publish {
+  border: 0;
+  background: linear-gradient(135deg, #10b981, #059669);
+  color: #fff;
+  box-shadow: 0 10px 24px rgba(5, 150, 105, .20);
+}
+
+.budget-dialog-fade-enter-active,
+.budget-dialog-fade-leave-active {
+  transition: opacity 180ms ease;
+}
+
+.budget-dialog-fade-enter-active .budget-edit-dialog,
+.budget-dialog-fade-leave-active .budget-edit-dialog {
+  transition: transform 200ms ease, opacity 180ms ease;
+}
+
+.budget-dialog-fade-enter-from,
+.budget-dialog-fade-leave-to {
+  opacity: 0;
+}
+
+.budget-dialog-fade-enter-from .budget-edit-dialog,
+.budget-dialog-fade-leave-to .budget-edit-dialog {
+  opacity: 0;
+  transform: translateY(12px);
+}
+
+@media (max-width: 860px) {
+  .budget-dialog-backdrop {
+    align-items: flex-start;
+    padding: 18px;
+  }
+
+  .budget-edit-dialog {
+    width: 100%;
+    max-height: calc(100vh - 36px);
+  }
+
+  .budget-edit-form-grid {
+    grid-template-columns: 1fr;
+  }
+
+  .budget-edit-foot {
+    flex-direction: column;
+    gap: 10px;
+  }
+
+  .budget-edit-foot button {
+    width: 100%;
+  }
+}

web/src/assets/styles/views/budget-center-view.css

@@ -5,138 +5,245 @@
   color: #1f2937;
 }
 
-.budget-local-head {
-  min-height: 34px;
-  display: flex;
-  align-items: center;
-}
 
-.budget-local-head h2 {
-  margin: 0;
-  color: #111827;
-  font-size: 24px;
-  line-height: 1.2;
-  font-weight: 800;
-}
 
 .budget-summary-grid {
   display: grid;
   grid-template-columns: repeat(4, minmax(0, 1fr));
-  border: 1px solid #e5eaf1;
-  border-radius: 8px;
-  background: #fff;
-  overflow: hidden;
+  gap: 12px;
 }
 
 .budget-summary-card {
-  min-height: 118px;
-  padding: 22px 28px;
-  display: grid;
-  grid-template-columns: 64px minmax(0, 1fr);
-  align-items: center;
-  gap: 18px;
-  border-right: 1px solid #edf1f6;
+  --accent: #10b981;
+  position: relative;
+  min-height: 112px;
+  padding: 12px 14px 10px;
+  display: flex;
+  flex-direction: column;
+  border: 1px solid #dbe4ee;
+  border-left: 3px solid var(--accent);
+  border-radius: 8px;
+  background: #fff;
+  box-shadow: 0 1px 2px rgba(15, 23, 42, .04);
+  animation: dashboardItemIn 520ms var(--ease) both;
+  animation-delay: var(--delay, 0ms);
+  transition: box-shadow 200ms ease, transform 200ms ease;
 }
 
-.budget-summary-card:last-child {
-  border-right: 0;
+.budget-summary-card:hover {
+  box-shadow: 0 4px 20px rgba(0, 0, 0, .06);
+  transform: translateY(-1px);
+}
+
+.budget-summary-card.green {
+  --accent: #10b981;
+}
+
+.budget-summary-card.blue {
+  --accent: #3b82f6;
+}
+
+.budget-summary-card.orange {
+  --accent: #f59e0b;
+}
+
+.budget-summary-head {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  margin-bottom: 8px;
+  min-width: 0;
 }
 
 .summary-icon {
-  width: 54px;
-  height: 54px;
-  border-radius: 50%;
+  width: 26px;
+  height: 26px;
+  border-radius: 7px;
   display: grid;
   place-items: center;
-  font-size: 30px;
-}
-
-.summary-icon.green {
-  background: #e8f7ef;
-  color: #07965f;
-}
-
-.summary-icon.blue {
-  background: #edf4ff;
-  color: #2f7fd7;
-}
-
-.summary-icon.orange {
-  background: #fff4e5;
-  color: #df9300;
-}
-
-.budget-summary-card span:not(.summary-icon) {
-  display: block;
-  color: #1f2937;
+  background: color-mix(in srgb, var(--accent) 10%, white);
+  color: var(--accent);
   font-size: 14px;
-  font-weight: 700;
+  flex: 0 0 auto;
+  animation: iconPop 560ms var(--ease) both;
+  animation-delay: calc(var(--delay, 0ms) + 100ms);
 }
 
-.budget-summary-card strong {
+.budget-summary-card .summary-label {
   display: block;
-  margin-top: 8px;
-  color: #111827;
-  font-size: 24px;
-  line-height: 1;
+  min-width: 0;
+  color: #64748b;
+  font-size: 11px;
   font-weight: 500;
+  line-height: 1.2;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+
+.summary-value {
+  display: block;
+  min-height: 22px;
+  margin-bottom: 6px;
+  color: #0f172a;
+  font-size: clamp(16px, 1.2vw, 20px);
+  line-height: 1;
+  font-weight: 800;
   font-variant-numeric: tabular-nums;
   white-space: nowrap;
+  letter-spacing: 0;
+}
+
+.summary-comparison-row {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 6px;
+  padding-top: 6px;
+  border-top: 1px solid #f1f5f9;
+  min-width: 0;
+  flex-wrap: wrap;
+}
+
+.comparison-pill {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  gap: 2px;
+  padding: 1px 6px;
+  border-radius: 4px;
+  font-size: 11px;
+  line-height: 1.45;
+  font-weight: 700;
+  white-space: nowrap;
 }
 
-.budget-summary-card em {
-  display: block;
-  margin-top: 10px;
-  color: #8a94a6;
-  font-size: 13px;
+.comparison-pill b {
+  color: inherit;
+  font-size: 11px;
+  font-weight: 600;
+}
+
+.comparison-pill em {
   font-style: normal;
+  font-variant-numeric: tabular-nums;
+}
+
+.comparison-pill i {
+  font-size: 11px;
+}
+
+.comparison-pill.up {
+  background: rgba(22, 163, 74, .08);
+  color: #16a34a;
+}
+
+.comparison-pill.down {
+  background: rgba(239, 68, 68, .08);
+  color: #dc2626;
 }
 
 .budget-filter-bar {
-  min-height: 62px;
-  border: 1px solid #e5eaf1;
+  border: 1px solid #e2e8f0;
   border-radius: 8px;
   background: #fff;
-  padding: 12px 18px;
+  padding: 14px 16px;
   display: flex;
   align-items: center;
-  gap: 22px;
+  justify-content: space-between;
+  gap: 16px;
+}
+
+.budget-filter-set,
+.budget-action-set {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  flex-wrap: wrap;
+  min-width: 0;
 }
 
 .budget-filter-bar label {
   display: inline-flex;
   align-items: center;
-  gap: 10px;
-  color: #1f2937;
-  font-size: 14px;
-  font-weight: 700;
+  gap: 8px;
+  color: #64748b;
+  font-size: 13px;
+  font-weight: 750;
+  white-space: nowrap;
 }
 
-.budget-filter-bar select,
-.budget-table-foot select {
-  height: 34px;
-  min-width: 150px;
-  border: 1px solid #dbe2ec;
-  border-radius: 5px;
+.budget-filter-bar select {
+  min-height: 38px;
+  min-width: 128px;
+  border: 1px solid #d7e0ea;
+  border-radius: 8px;
   background: #fff;
-  color: #1f2937;
-  padding: 0 34px 0 12px;
+  color: #334155;
+  padding: 0 34px 0 14px;
   font-size: 14px;
+  font-weight: 750;
+  transition: border-color 160ms ease, box-shadow 160ms ease, color 160ms ease;
+}
+
+.budget-filter-bar select:hover {
+  border-color: rgba(16, 185, 129, .32);
+  color: #0f9f78;
+}
+
+.budget-filter-bar select:focus {
+  border-color: #10b981;
+  box-shadow: 0 0 0 3px rgba(16, 185, 129, .14);
+  outline: none;
 }
 
 .budget-primary-btn {
-  margin-left: auto;
-  height: 36px;
+  min-height: 40px;
   border: 0;
-  border-radius: 5px;
-  background: #0aa66f;
+  border-radius: 10px;
+  background: linear-gradient(135deg, #10b981, #059669);
   color: #fff;
   padding: 0 18px;
   display: inline-flex;
   align-items: center;
+  justify-content: center;
   gap: 6px;
   font-size: 14px;
   font-weight: 800;
+  white-space: nowrap;
+  cursor: pointer;
+  box-shadow: 0 10px 24px rgba(5, 150, 105, .2);
+  transition: transform 160ms ease, box-shadow 160ms ease, filter 160ms ease;
+}
+
+.budget-primary-btn:hover {
+  transform: translateY(-1px);
+  box-shadow: 0 14px 28px rgba(5, 150, 105, .24);
+  filter: saturate(1.02);
+}
+
+.budget-ghost-btn {
+  min-height: 38px;
+  border: 1px solid #d7e0ea;
+  border-radius: 8px;
+  background: #fff;
+  color: #334155;
+  padding: 0 14px;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  gap: 9px;
+  font-size: 14px;
+  font-weight: 750;
+  white-space: nowrap;
+  cursor: pointer;
+  transition: border-color 160ms ease, color 160ms ease, box-shadow 160ms ease;
+}
+
+.budget-ghost-btn:hover {
+  border-color: rgba(16, 185, 129, .32);
+  color: #0f9f78;
+  box-shadow: 0 1px 4px rgba(15, 23, 42, .08);
 }
 
 .budget-work-grid {
@@ -240,7 +347,7 @@
   border-right: 1px solid #edf1f6;
   color: #273142;
   font-size: 14px;
-  text-align: left;
+  text-align: center;
   white-space: nowrap;
 }
 
@@ -259,6 +366,7 @@
   width: 96px;
   display: grid;
   gap: 6px;
+  margin: 0 auto;
 }
 
 .budget-rate span {
@@ -304,6 +412,7 @@
 .budget-row-actions {
   display: flex;
   align-items: center;
+  justify-content: center;
   gap: 14px;
 }
 
@@ -324,24 +433,84 @@
   gap: 10px;
 }
 
-.budget-table-foot button {
+.budget-page-summary {
+  color: #64748b;
+  font-size: 14px;
+  font-weight: 650;
+}
+
+.budget-pager {
+  display: inline-flex;
+  justify-content: center;
+  gap: 6px;
+  padding: 4px;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+  background: #f8fafc;
+}
+
+.budget-pager button {
   width: 32px;
   height: 32px;
-  border: 1px solid #dbe2ec;
-  border-radius: 5px;
-  background: #fff;
-  color: #64748b;
-}
-
-.budget-table-foot button.active {
-  border-color: #10a873;
-  color: #10a873;
-  font-weight: 800;
-}
-
-.budget-table-foot span {
-  color: #4b5563;
+  border: 0;
+  border-radius: 9px;
+  background: transparent;
+  color: #334155;
   font-size: 14px;
+  font-weight: 800;
+  transition: background 160ms ease, color 160ms ease, box-shadow 160ms ease;
+}
+
+.budget-pager button:hover:not(.active):not(:disabled) {
+  background: #fff;
+  color: #059669;
+  box-shadow: 0 1px 4px rgba(15, 23, 42, .08);
+}
+
+.budget-pager button.active {
+  background: #059669;
+  color: #fff;
+  box-shadow: 0 8px 16px rgba(5, 150, 105, .20);
+}
+
+.budget-pager button:disabled {
+  color: #94a3b8;
+  cursor: not-allowed;
+}
+
+.budget-page-size {
+  min-height: 38px;
+  min-width: 112px;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  gap: 9px;
+  padding: 0 14px;
+  border: 1px solid #d7e0ea;
+  border-radius: 10px;
+  background: #fff;
+  color: #334155;
+  font-size: 14px;
+  font-weight: 750;
+  white-space: nowrap;
+  box-shadow: 0 1px 2px rgba(15, 23, 42, .04);
+  cursor: pointer;
+  transition: border-color 160ms ease, color 160ms ease;
+}
+
+.budget-page-size:hover {
+  border-color: rgba(16, 185, 129, .32);
+  color: #0f9f78;
+}
+
+.budget-page-size select {
+  appearance: none;
+  border: 0;
+  background: transparent;
+  color: inherit;
+  font: inherit;
+  outline: none;
+  cursor: pointer;
 }
 
 .budget-bottom-grid {
@@ -448,6 +617,32 @@
   text-align: right;
 }
 
+@keyframes dashboardItemIn {
+  from {
+    opacity: 0;
+    transform: translateY(12px);
+  }
+  to {
+    opacity: 1;
+    transform: translateY(0);
+  }
+}
+
+@keyframes iconPop {
+  0% {
+    opacity: 0;
+    transform: scale(.82);
+  }
+  70% {
+    opacity: 1;
+    transform: scale(1.04);
+  }
+  100% {
+    opacity: 1;
+    transform: scale(1);
+  }
+}
+
 @media (max-width: 1280px) {
   .budget-summary-grid,
   .budget-bottom-grid {
@@ -480,7 +675,24 @@
 
   .budget-filter-bar label,
   .budget-filter-bar select,
-  .budget-primary-btn {
+  .budget-filter-set,
+  .budget-action-set,
+  .budget-primary-btn,
+  .budget-ghost-btn {
+    width: 100%;
+  }
+
+  .budget-filter-bar label {
+    justify-content: space-between;
+  }
+
+  .budget-table-foot {
+    justify-content: flex-start;
+    flex-wrap: wrap;
+  }
+
+  .budget-pager,
+  .budget-page-size {
     width: 100%;
   }
 

web/src/composables/useNavigation.js

@@ -3,7 +3,7 @@ import { useRoute, useRouter } from 'vue-router'
 
 import { icons } from '../data/icons.js'
 
-export const appViews = ['overview', 'workbench', 'documents', 'budget', 'policies', 'audit', 'employees', 'logs', 'settings']
+export const appViews = ['overview', 'workbench', 'documents', 'budget', 'audit', 'employees', 'policies', 'logs', 'settings']
 
 export const navItems = [
   {
@@ -38,21 +38,13 @@ export const navItems = [
     title: '预算中心',
     desc: '配置部门、项目及费用类型预算，跟踪申请占用、报销核销与超预算预警。'
   },
-  {
-    id: 'policies',
-    label: '制度知识',
-    navHint: '查看制度与知识库',
-    icon: icons.file,
-    title: '制度与知识库',
-    desc: '统一管理制度文档、检索入口与知识资产。'
-  },
   {
     id: 'audit',
     label: '任务规则中心',
-    navHint: '查看和管理任务规则配置',
+    navHint: '查看和管理规则配置',
     icon: icons.skill,
     title: '任务规则中心',
-    desc: '集中管理规则文件、外部 MCP 服务与定时任务调度。'
+    desc: '集中管理财务规则、风险规则、技能与外部 MCP 服务。'
   },
   {
     id: 'employees',
@@ -62,6 +54,14 @@ export const navItems = [
     title: '员工与组织管理',
     desc: '维护员工账号、组织结构与角色权限。'
   },
+  {
+    id: 'policies',
+    label: '制度知识',
+    navHint: '查看制度与知识库',
+    icon: icons.file,
+    title: '制度与知识库',
+    desc: '统一管理制度文档、检索入口与知识资产。'
+  },
   {
     id: 'logs',
     label: '日志管理',

web/src/composables/useRequests.js

@@ -17,9 +17,11 @@ const EXPENSE_TYPE_LABELS = {
   ride_ticket: '乘车',
   travel_allowance: '出差补贴',
   entertainment: '业务招待费',
+  marketing: '市场推广费',
   office: '办公用品费',
   meeting: '会务费',
   training: '培训费',
+  software: '软件服务费',
   hotel: '住宿费',
   transport: '交通费',
   meal: '业务招待费',

web/src/data/icons.js

@@ -5,7 +5,7 @@ export const icons = {
   workspace: iconPath('<path d="M4 20h16"/><path d="M6 20V8a2 2 0 0 1 2-2h8a2 2 0 0 1 2 2v12"/><path d="M9 10h6"/><path d="M9 14h6"/><path d="M12 3v3"/>'),
   list: iconPath('<path d="M8 6h13"/><path d="M8 12h13"/><path d="M8 18h13"/><path d="M3 6h.01"/><path d="M3 12h.01"/><path d="M3 18h.01"/>'),
   approval: iconPath('<path d="M9 11l2 2 4-5"/><path d="M20 12v5a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V7a2 2 0 0 1 2-2h8"/><path d="M17 3h4v4"/>'),
-  budget: iconPath('<path d="M4 19V5a2 2 0 0 1 2-2h12a2 2 0 0 1 2 2v14"/><path d="M4 19h16"/><path d="M8 15v-4"/><path d="M12 15V8"/><path d="M16 15v-6"/>'),
+  budget: iconPath('<path d="M21.21 15.89A10 10 0 1 1 8 2.83"/><path d="M22 12A10 10 0 0 0 12 2v10z"/>'),
   archive: iconPath('<path d="M3 7h18v13a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2z"/><path d="M3 7l2-3h14l2 3"/><path d="M10 12h4"/>'),
   file: iconPath('<path d="M14 2H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V8z"/><path d="M14 2v6h6"/><path d="M8 13h8"/><path d="M8 17h5"/>'),
   skill: iconPath('<path d="M12 3 9.5 8.5 3 11l6.5 2.5L12 19l2.5-5.5L21 11l-6.5-2.5z"/><path d="M19 19l.9 2 .9-2 2-.9-2-.9-.9-2-.9 2-2 .9z"/><path d="M5 5l.6 1.4L7 7l-1.4.6L5 9l-.6-1.4L3 7l1.4-.6z"/>'),

web/src/utils/accessControl.js

@@ -37,6 +37,10 @@ export function isManagerUser(user) {
   return Boolean(user?.isAdmin) || normalizedRoleCodes(user).includes('manager')
 }
 
+export function isPlatformAdminUser(user) {
+  return Boolean(user?.isAdmin)
+}
+
 export function isFinanceUser(user) {
   return normalizedRoleCodes(user).includes('finance')
 }

web/src/utils/budgetOntology.js

@@ -0,0 +1,199 @@
+export const BUDGET_ONTOLOGY_FIELDS = [
+  {
+    key: 'budget_period',
+    label: '预算周期',
+    scope: 'budget_header',
+    required: true,
+    aliases: ['预算周期', '预算期间', '年度', '季度', '月份']
+  },
+  {
+    key: 'department',
+    label: '所属部门',
+    scope: 'budget_header',
+    required: true,
+    aliases: ['所属部门', '预算部门', '部门']
+  },
+  {
+    key: 'cost_center',
+    label: '成本中心',
+    scope: 'budget_header',
+    required: true,
+    aliases: ['成本中心', '成本中心编码']
+  },
+  {
+    key: 'budget_owner',
+    label: '预算负责人',
+    scope: 'budget_header',
+    required: true,
+    aliases: ['预算负责人', '负责人', '编制人']
+  },
+  {
+    key: 'budget_version',
+    label: '预算版本',
+    scope: 'budget_header',
+    required: true,
+    aliases: ['预算版本', '版本']
+  },
+  {
+    key: 'budget_status',
+    label: '预算状态',
+    scope: 'budget_header',
+    required: true,
+    aliases: ['预算状态', '状态']
+  },
+  {
+    key: 'budget_description',
+    label: '预算说明',
+    scope: 'budget_header',
+    required: false,
+    aliases: ['预算说明', '编制说明', '说明']
+  },
+  {
+    key: 'budget_subject',
+    label: '预算科目',
+    scope: 'budget_detail',
+    required: true,
+    aliases: ['预算科目', '费用类型', '费用科目']
+  },
+  {
+    key: 'budget_amount',
+    label: '预算金额',
+    scope: 'budget_detail',
+    required: true,
+    aliases: ['预算金额', '预算额度', '预算总额']
+  },
+  {
+    key: 'reserved_amount',
+    label: '已占用',
+    scope: 'budget_execution',
+    required: false,
+    aliases: ['已占用', '已预占', '占用金额']
+  },
+  {
+    key: 'consumed_amount',
+    label: '已发生',
+    scope: 'budget_execution',
+    required: false,
+    aliases: ['已发生', '已核销', '已消耗', '已使用']
+  },
+  {
+    key: 'available_amount',
+    label: '剩余可用',
+    scope: 'budget_execution',
+    required: false,
+    aliases: ['剩余可用', '可用余额', '剩余预算', '可用预算']
+  },
+  {
+    key: 'warning_threshold',
+    label: '预警线',
+    scope: 'budget_control',
+    required: true,
+    aliases: ['预警线', '预警阈值', '预算预警']
+  },
+  {
+    key: 'control_action',
+    label: '控制动作',
+    scope: 'budget_control',
+    required: true,
+    aliases: ['控制动作', '管控动作', '超预算控制']
+  },
+  {
+    key: 'budget_remark',
+    label: '备注',
+    scope: 'budget_detail',
+    required: false,
+    aliases: ['备注', '说明']
+  }
+]
+
+export const BUDGET_FIELD_KEYS = Object.freeze(
+  BUDGET_ONTOLOGY_FIELDS.reduce((result, field) => {
+    result[field.key] = field.key
+    return result
+  }, {})
+)
+
+export const BUDGET_STATUS_OPTIONS = ['编制中', '已发布', '已冻结']
+export const BUDGET_WARNING_OPTIONS = ['60%', '70%', '80%', '90%']
+export const BUDGET_CONTROL_ACTION_OPTIONS = ['正常', '提醒', '管控']
+export const BUDGET_YEAR_OPTIONS = ['2026', '2027', '2028']
+export const BUDGET_QUARTER_OPTIONS = ['Q1', 'Q2', 'Q3', 'Q4']
+export const BUDGET_EXPENSE_TYPE_OPTIONS = Object.freeze([
+  { value: 'travel', label: '差旅费' },
+  { value: 'hotel', label: '住宿费' },
+  { value: 'transport', label: '交通费' },
+  { value: 'meal', label: '业务招待费' },
+  { value: 'meeting', label: '会务费' },
+  { value: 'marketing', label: '市场推广费' },
+  { value: 'office', label: '办公用品费' },
+  { value: 'training', label: '培训费' },
+  { value: 'software', label: '软件服务费' },
+  { value: 'communication', label: '通讯费' },
+  { value: 'welfare', label: '福利费' }
+])
+
+const BUDGET_EXPENSE_TYPE_BY_CODE = Object.freeze(
+  BUDGET_EXPENSE_TYPE_OPTIONS.reduce((result, item) => {
+    result[item.value] = item
+    return result
+  }, {})
+)
+
+export function resolveBudgetExpenseTypeLabel(code, fallback = '') {
+  return BUDGET_EXPENSE_TYPE_BY_CODE[String(code || '').trim()]?.label || fallback
+}
+
+export function formatBudgetPeriod(year, quarter) {
+  const normalizedYear = String(year || '').replace(/[^\d]/g, '') || '2026'
+  const normalizedQuarter = BUDGET_QUARTER_OPTIONS.includes(String(quarter || '').trim())
+    ? String(quarter || '').trim()
+    : BUDGET_QUARTER_OPTIONS[0]
+  return `${normalizedYear}年${normalizedQuarter}`
+}
+
+export function buildBudgetOntologyContext({ form = {}, rows = [], departments = [] } = {}) {
+  const department = departments.find((item) => item.code === form.departmentCode) || {}
+  const budgetYear =
+    String(form.budgetYear || '').replace(/[^\d]/g, '') ||
+    String(form.budgetPeriod || '').replace(/[^\d]/g, '').slice(0, 4) ||
+    '2026'
+  const budgetQuarter = BUDGET_QUARTER_OPTIONS.includes(String(form.budgetQuarter || '').trim())
+    ? String(form.budgetQuarter || '').trim()
+    : BUDGET_QUARTER_OPTIONS[0]
+  const budgetPeriod = form.budgetYear || form.budgetQuarter
+    ? formatBudgetPeriod(budgetYear, budgetQuarter)
+    : form.budgetPeriod || formatBudgetPeriod(budgetYear, budgetQuarter)
+  return {
+    document_type: 'budget_plan',
+    entry_source: 'budget_center',
+    conversation_scenario: 'budget',
+    budget_fields: BUDGET_ONTOLOGY_FIELDS,
+    budget_header: {
+      budget_period: budgetPeriod,
+      budget_year: budgetYear,
+      budget_quarter: budgetQuarter,
+      department: department.name || '',
+      department_code: form.departmentCode || '',
+      cost_center: form.costCenter || department.costCenter || '',
+      budget_owner: form.budgetOwner || '',
+      budget_version: form.budgetVersion || '',
+      budget_status: form.budgetStatus || '',
+      budget_description: form.budgetDescription || ''
+    },
+    budget_details: rows.map((row) => {
+      const code = String(row.budgetSubjectCode || '').trim()
+      const option = BUDGET_EXPENSE_TYPE_BY_CODE[code]
+      const label = option?.label || row.budgetSubject || ''
+      return {
+        budget_subject: label,
+        budget_subject_code: option?.value || code,
+        expense_type: option?.value || code,
+        expense_type_label: label,
+        budget_amount: row.budgetAmount || '',
+        warning_threshold: row.warningThreshold || '',
+        control_action: row.controlAction || '',
+        budget_remark: row.budgetRemark || ''
+      }
+    })
+  }
+}

web/src/utils/expenseApplicationOntology.js

@@ -5,8 +5,10 @@ const EXPENSE_TYPE_LABELS = {
   meal: '业务招待费',
   entertainment: '业务招待费',
   meeting: '会务费',
+  marketing: '市场推广费',
   office: '办公用品费',
   training: '培训费',
+  software: '软件服务费',
   communication: '通讯费',
   welfare: '福利费',
   other: '其他费用'

web/src/utils/reimbursementTextInference.js

@@ -27,8 +27,10 @@ const DEFAULT_EXPENSE_TYPE_LABELS = {
   meal: '业务招待费',
   meeting: '会务费',
   entertainment: '业务招待费',
+  marketing: '市场推广费',
   office: '办公用品费',
   training: '培训费',
+  software: '软件服务费',
   communication: '通讯费',
   welfare: '福利费',
   other: '其他费用'

web/src/views/AuditView.vue

@@ -261,7 +261,7 @@
                   <div class="card-head">
                     <div>
                       <h3>基本信息</h3>
-                      <p>这条规则的业务域、风险等级、创建时间、上线状态和审核历史。</p>
+                      <p>这条规则的业务域、风险等级、创建时间、上线状态和最近操作。</p>
                     </div>
                   </div>
                   <div class="json-risk-meta-grid">
@@ -273,6 +273,10 @@
                       <span class="json-risk-meta-label">适用场景</span>
                       <span class="json-risk-meta-value">{{ selectedSkill.riskCategory || selectedSkill.scope || '-' }}</span>
                     </div>
+                    <div class="json-risk-meta-item">
+                      <span class="json-risk-meta-label">业务环节</span>
+                      <span class="json-risk-meta-value">{{ selectedSkill.businessStageLabel || '-' }}</span>
+                    </div>
                     <div class="json-risk-meta-item">
                       <span class="json-risk-meta-label">风险等级</span>
                       <span class="json-risk-meta-value">
@@ -288,17 +292,17 @@
                     <div class="json-risk-meta-item">
                       <span class="json-risk-meta-label">是否上线</span>
                       <span class="json-risk-meta-value">
-                        <span class="meta-status-indicator" :class="{ 'is-active': selectedSkill.isOnlineLabel === '是' }">
+                        <span class="meta-status-indicator" :class="{ 'is-active': selectedSkill.isOnlineValue }">
                           <span class="indicator-dot"></span>
-                          {{ selectedSkill.isOnlineLabel || '否' }}
+                          {{ selectedSkill.isOnlineLabel || '待上线' }}
                         </span>
                       </span>
                     </div>
                     <div class="json-risk-meta-item">
-                      <span class="json-risk-meta-label">是否启用</span>
+                      <span class="json-risk-meta-label">规则状态</span>
                       <span class="json-risk-meta-value">
-                        <span class="json-risk-meta-badge" :class="selectedSkill.isEnabledTone">
-                          {{ selectedSkill.isEnabledLabel || '-' }}
+                        <span class="json-risk-meta-badge" :class="selectedSkill.statusTone">
+                          {{ selectedSkill.status || '-' }}
                         </span>
                       </span>
                     </div>
@@ -329,6 +333,10 @@
                       <span class="json-risk-meta-label">上线时间</span>
                       <span class="json-risk-meta-value">{{ selectedSkill.publishedAt || '-' }}</span>
                     </div>
+                    <div class="json-risk-meta-item">
+                      <span class="json-risk-meta-label">最后操作</span>
+                      <span class="json-risk-meta-value">{{ selectedSkill.lastOperationLabel || '-' }}</span>
+                    </div>
                     <div class="json-risk-meta-item full-width">
                       <span class="json-risk-meta-label">使用字段</span>
                       <span class="json-risk-meta-value">{{ selectedSkill.riskRuleFieldSummary || '-' }}</span>
@@ -623,17 +631,6 @@
             </aside>
 
             <aside v-else class="detail-side">
-              <article class="side-card panel">
-                <div class="card-head">
-                  <div>
-                    <h3>{{ selectedSkill.triggerTitle }}</h3>
-                    <p>{{ selectedSkill.triggerDesc }}</p>
-                  </div>
-                </div>
-                <div class="tag-list">
-                  <span v-for="item in selectedSkill.triggers" :key="item">{{ item }}</span>
-                </div>
-              </article>
 
               <article class="side-card panel">
                 <div class="card-head">
@@ -702,64 +699,35 @@
               <button
                 v-if="canToggleRiskRuleEnabled"
                 class="minor-action enable-action"
-                :class="{ 'is-on': selectedSkill.isEnabledValue }"
+                :class="{ 'is-on': selectedSkill.isOnlineValue }"
                 type="button"
                 :disabled="detailBusy"
                 @click="toggleSelectedRiskRuleEnabled"
               >
-                <i :class="selectedSkill.isEnabledValue ? 'mdi mdi-toggle-switch' : 'mdi mdi-toggle-switch-off-outline'"></i>
-                <span>{{ selectedSkill.isEnabledValue ? '已启用' : '已停用' }}</span>
+                <i :class="selectedSkill.isOnlineValue ? 'mdi mdi-toggle-switch' : 'mdi mdi-toggle-switch-off-outline'"></i>
+                <span>{{ selectedSkill.isOnlineValue ? '已上线' : '已下线' }}</span>
               </button>
               <button
+                v-if="canOpenRiskRuleTest"
                 class="minor-action"
                 type="button"
-                :disabled="!canOpenRiskRuleTest"
+                :disabled="detailBusy"
                 @click="openRiskRuleTestDialog"
               >
                 <i class="mdi mdi-flask-outline"></i>
                 <span>测试规则</span>
               </button>
               <button
-                v-if="selectedSkillUsesJsonRisk && canEditSelected"
+                v-if="canDeleteRiskRule"
                 class="minor-action danger-action"
                 type="button"
-                :disabled="!canDeleteRiskRule"
+                :disabled="detailBusy"
                 @click="openDeleteRiskRuleDialog"
-                :title="canDeleteRiskRule ? '删除未发布规则' : '已发布过的规则不能删除'"
+                title="删除未发布规则"
               >
                 <i class="mdi mdi-delete-outline"></i>
                 <span>删除规则</span>
               </button>
-              <button
-                v-if="canEditSelected && !riskRuleInReview"
-                class="major-action"
-                type="button"
-                :disabled="!canOpenRiskRuleReviewSubmit"
-                @click="openSubmitReviewDialog"
-              >
-                <i class="mdi mdi-send-outline"></i>
-                <span>提交审核</span>
-              </button>
-              <button
-                v-if="canManageSelected && riskRuleInReview"
-                class="minor-action"
-                type="button"
-                :disabled="!canReturnRiskRule"
-                @click="openReturnRiskRuleDialog"
-              >
-                <i class="mdi mdi-keyboard-return"></i>
-                <span>回退规则</span>
-              </button>
-              <button
-                v-if="canManageSelected && riskRuleInReview"
-                class="major-action"
-                type="button"
-                :disabled="!canPublishRiskRule"
-                @click="openPublishRiskRuleDialog"
-              >
-                <i class="mdi mdi-rocket-launch-outline"></i>
-                <span>发布上线</span>
-              </button>
             </template>
             <button
               v-else-if="selectedSkill.usesSpreadsheetRule"
@@ -1191,7 +1159,7 @@
       badge="自然语言规则"
       badge-tone="info"
       title="新建风险规则"
-      description="默认创建报销类风险规则。选择费用领域后填写规则标题与自然语言描述，系统会根据评分模型自动计算风险分数和等级。"
+      description="默认创建费用类风险规则。选择业务环节和费用领域后填写规则标题与自然语言描述，系统会根据评分模型自动计算风险分数和等级。"
       cancel-text="取消"
       confirm-text="开始生成"
       busy-text="生成中..."
@@ -1203,6 +1171,21 @@
       @confirm="submitRiskRuleCreate"
     >
       <div class="risk-rule-create-form">
+        <label>
+          <span>业务环节</span>
+          <select
+            v-model="riskRuleCreateForm.business_stage"
+            :disabled="riskRuleCreateBusy"
+          >
+            <option
+              v-for="option in riskRuleBusinessStageOptions"
+              :key="option.value"
+              :value="option.value"
+            >
+              {{ option.label }}
+            </option>
+          </select>
+        </label>
         <label>
           <span>费用领域</span>
           <select
@@ -1218,6 +1201,16 @@
             </option>
           </select>
         </label>
+        <label>
+          <span>是否上传附件</span>
+          <select
+            v-model="riskRuleCreateForm.requires_attachment"
+            :disabled="riskRuleCreateBusy"
+          >
+            <option :value="true">是</option>
+            <option :value="false">否</option>
+          </select>
+        </label>
         <label class="span-2">
           <span>规则标题</span>
           <input
@@ -1227,17 +1220,6 @@
             placeholder="例如：差旅目的地与票据城市一致性校验"
           />
         </label>
-        <label class="risk-rule-create-toggle span-2">
-          <input
-            v-model="riskRuleCreateForm.requires_attachment"
-            type="checkbox"
-            :disabled="riskRuleCreateBusy"
-          />
-          <span>
-            <strong>测试时需要上传附件</strong>
-            <small>适用于依赖发票、行程单、合同等单据 OCR 字段的规则；不勾选则测试窗口不显示附件上传。</small>
-          </span>
-        </label>
         <label class="span-2">
           <span>自然语言规则</span>
           <textarea

web/src/views/BudgetCenterView.vue

@@ -1,27 +1,48 @@
 <template>
   <section class="budget-center-page">
-    <header class="budget-local-head">
-      <h2>预算管理</h2>
-    </header>
 
     <section class="budget-summary-grid" aria-label="预算概览">
-      <article v-for="metric in budgetMetrics" :key="metric.label" class="budget-summary-card">
-        <span class="summary-icon" :class="metric.tone">
+      <article
+        v-for="(metric, index) in budgetMetrics"
+        :key="metric.label"
+        class="budget-summary-card"
+        :class="metric.tone"
+        :style="{ '--delay': `${index * 55}ms` }"
+      >
+        <div class="budget-summary-head">
+          <span class="summary-icon">
             <i :class="metric.icon"></i>
           </span>
-        <div>
-          <span>{{ metric.label }}</span>
-          <strong>{{ metric.value }}</strong>
-          <em>{{ metric.note }}</em>
+          <span class="summary-label">{{ metric.label }}</span>
+        </div>
+        <strong class="summary-value">{{ metric.value }}</strong>
+        <div class="summary-comparison-row">
+          <span class="comparison-pill" :class="metric.yoy.tone">
+            <b>同比</b>
+            <em>{{ metric.yoy.value }}</em>
+            <i :class="metric.yoy.icon"></i>
+          </span>
+          <span class="comparison-pill" :class="metric.mom.tone">
+            <b>环比</b>
+            <em>{{ metric.mom.value }}</em>
+            <i :class="metric.mom.icon"></i>
+          </span>
         </div>
       </article>
     </section>
 
     <section class="budget-filter-bar">
+      <div class="budget-filter-set">
         <label>
-        <span>预算周期</span>
-        <select v-model="filters.period">
-          <option v-for="period in periods" :key="period">{{ period }}</option>
+          <span>预算年度</span>
+          <select v-model="filters.year">
+            <option v-for="year in years" :key="year" :value="year">{{ year }}年度</option>
+          </select>
+        </label>
+        <label>
+          <span>预算季度</span>
+          <select v-model="filters.quarter">
+            <option v-for="quarter in quarters" :key="quarter" :value="quarter">{{ quarter }}</option>
           </select>
         </label>
         <label>
@@ -36,10 +57,17 @@
             <option v-for="status in statuses" :key="status">{{ status }}</option>
           </select>
         </label>
-      <button class="budget-primary-btn" type="button">
-        <i class="mdi mdi-plus"></i>
-        <span>新建预算</span>
+      </div>
+      <div class="budget-action-set">
+        <button class="budget-primary-btn" type="button" @click="openBudgetEditDialog">
+          <i class="mdi mdi-pencil-outline"></i>
+          <span>编辑预算</span>
         </button>
+        <button class="budget-ghost-btn" type="button">
+          <i class="mdi mdi-text-box-outline"></i>
+          <span>预算详情</span>
+        </button>
+      </div>
     </section>
 
     <section class="budget-work-grid">
@@ -81,7 +109,6 @@
                 <th>使用率</th>
                 <th>预警线</th>
                 <th>控制动作</th>
-                <th>操作</th>
               </tr>
             </thead>
             <tbody>
@@ -99,24 +126,49 @@
                 </td>
                 <td :class="row.warningTone">{{ row.warningLine }}</td>
                 <td>{{ row.action }}</td>
-                <td>
-                  <div class="budget-row-actions">
-                    <button type="button">详情</button>
-                    <button type="button">编辑</button>
-                  </div>
-                </td>
               </tr>
             </tbody>
           </table>
         </div>
         <footer class="budget-table-foot">
-          <button type="button" disabled><i class="mdi mdi-chevron-left"></i></button>
-          <button type="button" class="active">1</button>
-          <button type="button" disabled><i class="mdi mdi-chevron-right"></i></button>
-          <select aria-label="每页条数">
-            <option>10 条/页</option>
+          <div class="budget-pager" aria-label="预算分页">
+            <button
+              class="page-nav"
+              type="button"
+              :disabled="budgetPage <= 1"
+              @click="changeBudgetPage(-1)"
+            >
+              <i class="mdi mdi-chevron-left"></i>
+            </button>
+            <button
+              v-for="page in budgetPageNumbers"
+              :key="page"
+              type="button"
+              :class="{ active: page === budgetPage }"
+              @click="goToBudgetPage(page)"
+            >
+              {{ page }}
+            </button>
+            <button
+              class="page-nav"
+              type="button"
+              :disabled="budgetPage >= totalBudgetPages"
+              @click="changeBudgetPage(1)"
+            >
+              <i class="mdi mdi-chevron-right"></i>
+            </button>
+          </div>
+          <label class="budget-page-size">
+            <select v-model.number="budgetPageSize" aria-label="每页条数">
+              <option v-for="size in budgetPageSizeOptions" :key="size" :value="size">
+                {{ size }} 条/页
+              </option>
             </select>
-          <span>共 {{ visibleBudgetRows.length }} 条</span>
+            <i class="mdi mdi-chevron-down"></i>
+          </label>
+          <span class="budget-page-summary">
+            共 {{ totalBudgetRows }} 条，当前第 {{ budgetPage }} / {{ totalBudgetPages }} 页
+          </span>
         </footer>
       </article>
     </section>
@@ -152,9 +204,149 @@
         </div>
       </article>
     </section>
+
+    <Teleport to="body">
+      <Transition name="budget-dialog-fade">
+        <div v-if="budgetEditOpen" class="budget-dialog-backdrop" @click.self="closeBudgetEditDialog">
+          <section class="budget-edit-dialog" role="dialog" aria-modal="true" aria-label="编辑预算">
+            <header class="budget-edit-head">
+              <strong>编辑预算</strong>
+              <button class="budget-dialog-close" type="button" aria-label="关闭" @click="closeBudgetEditDialog">
+                <i class="mdi mdi-close"></i>
+              </button>
+            </header>
+
+            <div class="budget-edit-body">
+              <section class="budget-edit-section">
+                <h3>基本信息</h3>
+                <div class="budget-edit-form-grid">
+                  <label class="required">
+                    <span>预算年度</span>
+                    <select v-model="budgetEditForm.budgetYear">
+                      <option v-for="year in years" :key="year" :value="year">{{ year }}年度</option>
+                    </select>
+                  </label>
+                  <label class="required">
+                    <span>预算季度</span>
+                    <select v-model="budgetEditForm.budgetQuarter">
+                      <option v-for="quarter in quarters" :key="quarter" :value="quarter">{{ quarter }}</option>
+                    </select>
+                  </label>
+                  <label class="required">
+                    <span>所属部门</span>
+                    <select v-model="budgetEditForm.departmentCode">
+                      <option v-for="department in departments" :key="department.code" :value="department.code">
+                        {{ department.name }}
+                      </option>
+                    </select>
+                  </label>
+                  <label class="required">
+                    <span>预算负责人</span>
+                    <select v-model="budgetEditForm.budgetOwner">
+                      <option>张晓明</option>
+                      <option>李娜</option>
+                      <option>王凯</option>
+                    </select>
+                  </label>
+                  <label class="required">
+                    <span>预算版本</span>
+                    <select v-model="budgetEditForm.budgetVersion">
+                      <option>V1.0（初始版本）</option>
+                      <option>V1.1（调整版本）</option>
+                      <option>V2.0（发布版本）</option>
+                    </select>
+                  </label>
+                  <label class="required">
+                    <span>预算状态</span>
+                    <select v-model="budgetEditForm.budgetStatus">
+                      <option v-for="status in statusOptions" :key="status">{{ status }}</option>
+                    </select>
+                  </label>
+                </div>
+                <label class="budget-edit-textarea">
+                  <span>预算说明</span>
+                  <textarea v-model="budgetEditForm.budgetDescription" maxlength="300"></textarea>
+                  <em>{{ budgetEditForm.budgetDescription.length }}/300</em>
+                </label>
+              </section>
+
+              <section class="budget-edit-section">
+                <h3>预算明细</h3>
+                <div class="budget-edit-table-wrap">
+                  <table class="budget-edit-table">
+                    <thead>
+                      <tr>
+                        <th>费用类型 <i>*</i></th>
+                        <th>预算金额（元） <i>*</i></th>
+                        <th>预警线（%） <i>*</i></th>
+                        <th>控制动作 <i>*</i></th>
+                        <th>备注</th>
+                        <th>操作</th>
+                      </tr>
+                    </thead>
+                    <tbody>
+                      <tr v-for="row in budgetEditRows" :key="row.id">
+                        <td>
+                          <select v-model="row.budgetSubjectCode" @change="syncBudgetRowSubject(row)">
+                            <option
+                              v-for="option in expenseTypeOptions"
+                              :key="option.value"
+                              :value="option.value"
+                            >
+                              {{ option.label }}
+                            </option>
+                          </select>
+                        </td>
+                        <td><input v-model="row.budgetAmount" type="text" inputmode="decimal" /></td>
+                        <td>
+                          <select v-model="row.warningThreshold">
+                            <option v-for="warning in warningOptions" :key="warning">{{ warning }}</option>
+                          </select>
+                        </td>
+                        <td>
+                          <select v-model="row.controlAction">
+                            <option v-for="action in controlActionOptions" :key="action">{{ action }}</option>
+                          </select>
+                        </td>
+                        <td><input v-model="row.budgetRemark" type="text" /></td>
+                        <td>
+                          <button
+                            class="budget-row-delete"
+                            type="button"
+                            aria-label="删除预算明细"
+                            @click="removeBudgetDetailRow(row.id)"
+                          >
+                            <i class="mdi mdi-delete-outline"></i>
+                          </button>
+                        </td>
+                      </tr>
+                    </tbody>
+                  </table>
+                </div>
+                <button class="budget-add-row-btn" type="button" @click="addBudgetDetailRow">
+                  <i class="mdi mdi-plus"></i>
+                  <span>添加行</span>
+                </button>
+                <div class="budget-edit-total">
+                  <span>合计</span>
+                  <strong>{{ budgetEditTotal }}</strong>
+                </div>
+              </section>
+            </div>
+
+            <footer class="budget-edit-foot">
+              <button class="budget-edit-cancel" type="button" @click="closeBudgetEditDialog">取消</button>
+              <button class="budget-edit-draft" type="button" @click="saveBudgetDraft">保存草稿</button>
+              <button class="budget-edit-publish" type="button" @click="publishBudget">保存并发布</button>
+            </footer>
+          </section>
+        </div>
+      </Transition>
+    </Teleport>
   </section>
 </template>
 
 <script src="./scripts/BudgetCenterView.js"></script>
 
 <style scoped src="../assets/styles/views/budget-center-view.css"></style>
+<style scoped src="../assets/styles/views/budget-center-dialog.css"></style>

web/src/views/scripts/AuditView.js

@@ -31,7 +31,7 @@ import {
   updateAgentAsset
 } from '../../services/agentAssets.js'
 import { loadOnlyOfficeApi } from '../../services/onlyoffice.js'
-import { isFinanceUser, isManagerUser } from '../../utils/accessControl.js'
+import { isFinanceUser, isManagerUser, isPlatformAdminUser } from '../../utils/accessControl.js'
 import { buildOnlyOfficeEditorConfig } from './onlyOfficePreviewConfig.js'
 import {
   buildReviewNote,
@@ -69,6 +69,7 @@ import {
 } from './auditViewModel.js'
 import {
   createDefaultRiskRuleForm,
+  RISK_RULE_BUSINESS_STAGE_OPTIONS,
   RISK_RULE_EXPENSE_CATEGORY_OPTIONS
 } from './auditViewRiskRuleModel.js'
 
@@ -144,11 +145,11 @@ export default {
       financialRules: [],
       riskRules: [],
       skills: [],
-      mcp: [],
-      tasks: []
+      mcp: []
     })
 
-    const isAdmin = computed(() => isManagerUser(currentUser.value))
+    const isAdmin = computed(() => isPlatformAdminUser(currentUser.value))
+    const isRuleManager = computed(() => isManagerUser(currentUser.value))
     const isFinance = computed(() => isFinanceUser(currentUser.value))
     const activeMeta = computed(() => TAB_META[activeType.value])
     const activeTabLabel = computed(() => activeMeta.value.label)
@@ -162,7 +163,7 @@ export default {
     const showVersionColumn = computed(() => activeMeta.value.showVersionColumn !== false)
     const showStatusColumn = computed(() => activeMeta.value.showStatusColumn !== false)
     const showOnlineColumn = computed(() => false)
-    const showEnabledColumn = computed(() => activeType.value === 'riskRules')
+    const showEnabledColumn = computed(() => false)
     const selectedSkillIsRule = computed(() => selectedSkill.value?.type === 'rules')
     const selectedSkillUsesSpreadsheet = computed(
       () => selectedSkillIsRule.value && Boolean(selectedSkill.value?.usesSpreadsheetRule)
@@ -171,6 +172,9 @@ export default {
       () => selectedSkillIsRule.value && Boolean(selectedSkill.value?.usesJsonRiskRule)
     )
     const canManageSelected = computed(
+      () => isRuleManager.value && Boolean(selectedSkill.value) && !selectedSkill.value?.isPreviewMock
+    )
+    const canAdminOperateSelected = computed(
       () => isAdmin.value && Boolean(selectedSkill.value) && !selectedSkill.value?.isPreviewMock
     )
     const canEditSelected = computed(
@@ -180,7 +184,7 @@ export default {
         (isAdmin.value || isFinance.value)
     )
     const canCreateRiskRule = computed(
-      () => activeType.value === 'riskRules' && (isAdmin.value || isFinance.value) && !detailBusy.value
+      () => activeType.value === 'riskRules' && isRuleManager.value && !detailBusy.value
     )
     const latestRiskRuleTestSummary = computed(() => selectedSkill.value?.latestTestSummary || null)
     const riskRuleTestPassed = computed(() => Boolean(latestRiskRuleTestSummary.value?.test_passed))
@@ -196,27 +200,20 @@ export default {
     const canOpenRiskRuleTest = computed(
       () =>
         selectedSkillUsesJsonRisk.value &&
-        canEditSelected.value &&
+        canAdminOperateSelected.value &&
         Boolean(selectedSkill.value?.id) &&
         !riskRuleGenerationBusy.value &&
-        !riskRuleGenerationFailed.value &&
-        !detailBusy.value
+        !riskRuleGenerationFailed.value
     )
     const canDeleteRiskRule = computed(
       () =>
         selectedSkillUsesJsonRisk.value &&
-        canEditSelected.value &&
+        canAdminOperateSelected.value &&
         Boolean(selectedSkill.value?.id) &&
-        !normalizeText(selectedSkill.value?.publishedVersion).replace('-', '') &&
-        !detailBusy.value
+        !normalizeText(selectedSkill.value?.publishedVersion).replace('-', '')
     )
     const canOpenRiskRuleReviewSubmit = computed(
-      () =>
-        selectedSkillUsesJsonRisk.value &&
-        canSubmitReview.value &&
-        !riskRuleInReview.value &&
-        !riskRuleGenerationBusy.value &&
-        !riskRuleGenerationFailed.value
+      () => false
     )
     const canSubmitRiskRuleReview = computed(
       () =>
@@ -224,17 +221,14 @@ export default {
         riskRuleTestPassed.value
     )
     const canReturnRiskRule = computed(
-      () => selectedSkillUsesJsonRisk.value && canManageSelected.value && riskRuleInReview.value
+      () => false
     )
     const canPublishRiskRule = computed(
       () =>
-        selectedSkillUsesJsonRisk.value &&
-        canManageSelected.value &&
-        riskRuleInReview.value &&
-        riskRuleTestPassed.value
+        false
     )
     const canToggleRiskRuleEnabled = computed(
-      () => selectedSkillUsesJsonRisk.value && canManageSelected.value && !detailBusy.value
+      () => selectedSkillUsesJsonRisk.value && canManageSelected.value
     )
     const riskRuleCreateBusy = computed(() => actionState.value === 'generate-risk-rule')
     const canEditMarkdown = computed(() => canEditSelected.value && selectedSkillIsRule.value)
@@ -242,7 +236,11 @@ export default {
       () => selectedSkill.value?.displayVersion === selectedSkill.value?.workingVersion
     )
     const canSubmitReview = computed(
-      () => canEditSelected.value && selectedSkillIsRule.value && isDisplayingWorkingVersion.value
+      () =>
+        !selectedSkillUsesJsonRisk.value &&
+        canEditSelected.value &&
+        selectedSkillIsRule.value &&
+        isDisplayingWorkingVersion.value
     )
     const hasReviewSubmitReviewers = computed(() => reviewSubmitReviewerOptions.value.length > 0)
     const canReviewSelected = computed(
@@ -370,7 +368,7 @@ export default {
     )
     const showStatusFilter = computed(() => true)
     const showOnlineFilter = computed(() => false)
-    const showEnabledFilter = computed(() => activeType.value === 'riskRules')
+    const showEnabledFilter = computed(() => false)
     const selectedRiskScenarioLabel = computed(
       () =>
         RISK_SCENARIO_OPTIONS.find((item) => item.value === selectedRiskScenario.value)?.label ||
@@ -646,6 +644,7 @@ export default {
         const detail = await generateRiskRuleAsset(
           {
             business_domain: 'expense',
+            business_stage: riskRuleCreateForm.value.business_stage,
             expense_category: riskRuleCreateForm.value.expense_category,
             rule_title: ruleTitle,
             requires_attachment: Boolean(riskRuleCreateForm.value.requires_attachment),
@@ -1007,8 +1006,13 @@ export default {
     }
 
     async function loadAssets(options = {}) {
+      const shouldShowLoading = !options.silent && !options.background
+      if (shouldShowLoading) {
         loading.value = true
+      }
+      if (!options.silent) {
         errorMessage.value = ''
+      }
 
       try {
         const payload = await fetchAgentAssets({ assetType: activeMeta.value.assetType })
@@ -1037,6 +1041,9 @@ export default {
           }
         }
       } catch (error) {
+        if (options.silent || options.background) {
+          return
+        }
         if (activeMeta.value.assetType === 'rule') {
           assetBuckets.value = {
             ...assetBuckets.value,
@@ -1056,12 +1063,14 @@ export default {
           toast(errorMessage.value)
         }
       } finally {
+        if (shouldShowLoading) {
           loading.value = false
         }
       }
+    }
 
     async function refreshCurrentAssets() {
-      await loadAssets({ force: true, silent: true })
+      await loadAssets({ force: true, silent: true, background: true })
     }
 
     async function loadSelectedAssetDetail(assetId) {
@@ -1110,6 +1119,39 @@ export default {
       }
     }
 
+    function mergeSelectedRuleLifecycle(detail) {
+      if (!selectedSkill.value || !detail) {
+        return
+      }
+      const next = buildDetailViewModel(detail, runs.value)
+      selectedSkill.value = {
+        ...selectedSkill.value,
+        status: next.status,
+        statusValue: next.statusValue,
+        statusTone: next.statusTone,
+        publishedVersion: next.publishedVersion,
+        workingVersion: next.workingVersion,
+        currentVersion: next.currentVersion,
+        displayVersion: next.displayVersion,
+        reviewer: next.reviewer,
+        publisher: next.publisher,
+        publishedAt: next.publishedAt,
+        isOnlineValue: next.isOnlineValue,
+        isOnlineLabel: next.isOnlineLabel,
+        isOnlineTone: next.isOnlineTone,
+        isEnabledValue: next.isEnabledValue,
+        isEnabledLabel: next.isEnabledLabel,
+        isEnabledTone: next.isEnabledTone,
+        latestTestSummary: next.latestTestSummary,
+        lastOperationLabel: next.lastOperationLabel,
+        lastOperationTone: next.lastOperationTone,
+        publishMeta: next.publishMeta,
+        publishState: next.publishState,
+        updatedAt: next.updatedAt,
+        configJson: next.configJson
+      }
+    }
+
     async function loadRiskRuleJson(assetId) {
       if (!assetId || !selectedSkill.value?.usesJsonRiskRule) {
         return
@@ -1525,6 +1567,9 @@ export default {
     }
 
     function openRiskRuleTestDialog() {
+      if (detailBusy.value) {
+        return
+      }
       if (!canOpenRiskRuleTest.value) {
         if (!selectedSkill.value?.id) {
           toast('规则详情还没有加载完成，请稍后再测试。')
@@ -1544,7 +1589,8 @@ export default {
       }
       await refreshCurrentAssets()
       if (selectedSkill.value?.id) {
-        await loadSelectedAssetDetail(selectedSkill.value.id)
+        const detail = await fetchAgentAssetDetail(selectedSkill.value.id)
+        mergeSelectedRuleLifecycle(detail)
       }
     }
 
@@ -1659,15 +1705,15 @@ export default {
         return
       }
       const assetId = selectedSkill.value.id
-      const nextEnabled = !selectedSkill.value.isEnabledValue
+      const nextEnabled = !selectedSkill.value.isOnlineValue
       actionState.value = 'toggle-risk-rule-enabled'
       try {
-        await setRiskRuleAssetEnabled(assetId, nextEnabled, { actor: resolveActor() })
+        const detail = await setRiskRuleAssetEnabled(assetId, nextEnabled, { actor: resolveActor() })
+        mergeSelectedRuleLifecycle(detail)
         await refreshCurrentAssets()
-        await loadSelectedAssetDetail(assetId)
-        toast(nextEnabled ? '风险规则已启用。' : '风险规则已停用，不会进入业务扫描。')
+        toast(nextEnabled ? '风险规则已上线。' : '风险规则已下线，不会进入业务扫描。')
       } catch (error) {
-        toast(error?.message || '风险规则启用状态更新失败，请稍后重试。')
+        toast(error?.message || '风险规则上线状态更新失败，请稍后重试。')
       } finally {
         actionState.value = ''
       }
@@ -1851,6 +1897,7 @@ export default {
       riskRuleReturnOpen,
       riskRulePublishOpen,
       riskRuleReturnNote,
+      riskRuleBusinessStageOptions: RISK_RULE_BUSINESS_STAGE_OPTIONS,
       riskRuleExpenseCategoryOptions: RISK_RULE_EXPENSE_CATEGORY_OPTIONS,
       showReviewNote,
       spreadsheetUploadInput,

web/src/views/scripts/BudgetCenterView.js

@@ -1,7 +1,18 @@
-import { computed, onMounted, ref } from 'vue'
+import { computed, onMounted, ref, watch } from 'vue'
 
 import BudgetTrendChart from '../../components/charts/BudgetTrendChart.vue'
 import { fetchEmployeeMeta } from '../../services/employees.js'
+import {
+  BUDGET_CONTROL_ACTION_OPTIONS,
+  BUDGET_EXPENSE_TYPE_OPTIONS,
+  BUDGET_QUARTER_OPTIONS,
+  BUDGET_STATUS_OPTIONS,
+  BUDGET_WARNING_OPTIONS,
+  BUDGET_YEAR_OPTIONS,
+  buildBudgetOntologyContext,
+  formatBudgetPeriod,
+  resolveBudgetExpenseTypeLabel
+} from '../../utils/budgetOntology.js'
 
 const FALLBACK_DEPARTMENTS = [
   { code: 'MARKET-DEPT', name: '市场部', costCenter: 'CC-4100' },
@@ -12,13 +23,34 @@ const FALLBACK_DEPARTMENTS = [
   { code: 'PRESIDENT-OFFICE', name: '总裁办', costCenter: 'CC-1000' }
 ]
 
-const EXPENSE_BLUEPRINTS = [
-  { expenseType: '市场推广费', total: 500000, used: 186400, occupied: 120000, warning: 80, action: '提醒' },
-  { expenseType: '差旅费', total: 600000, used: 242300, occupied: 150000, warning: 80, action: '提醒' },
-  { expenseType: '办公费', total: 300000, used: 68500, occupied: 60000, warning: 70, action: '正常' },
-  { expenseType: '培训费', total: 200000, used: 42300, occupied: 20000, warning: 70, action: '正常' },
-  { expenseType: '软件服务费', total: 600000, used: 249500, occupied: 240800, warning: 80, action: '管控' }
-]
+const EXPENSE_BUDGET_SEED = {
+  travel: { total: 600000, used: 242300, occupied: 150000, warning: 80, action: '提醒' },
+  hotel: { total: 360000, used: 139800, occupied: 84000, warning: 80, action: '提醒' },
+  transport: { total: 280000, used: 104600, occupied: 56000, warning: 75, action: '提醒' },
+  meal: { total: 420000, used: 168200, occupied: 118000, warning: 80, action: '管控' },
+  meeting: { total: 260000, used: 84500, occupied: 52000, warning: 75, action: '提醒' },
+  marketing: { total: 500000, used: 186400, occupied: 120000, warning: 80, action: '提醒' },
+  office: { total: 300000, used: 68500, occupied: 60000, warning: 70, action: '正常' },
+  training: { total: 200000, used: 42300, occupied: 20000, warning: 70, action: '正常' },
+  software: { total: 600000, used: 249500, occupied: 240800, warning: 80, action: '管控' },
+  communication: { total: 120000, used: 38600, occupied: 18000, warning: 70, action: '正常' },
+  welfare: { total: 240000, used: 96500, occupied: 42000, warning: 75, action: '提醒' }
+}
+
+const DEFAULT_EXPENSE_BUDGET = {
+  total: 100000,
+  used: 0,
+  occupied: 0,
+  warning: 70,
+  action: '正常'
+}
+
+const EXPENSE_BLUEPRINTS = BUDGET_EXPENSE_TYPE_OPTIONS.map((option) => ({
+  ...DEFAULT_EXPENSE_BUDGET,
+  ...EXPENSE_BUDGET_SEED[option.value],
+  budgetSubjectCode: option.value,
+  expenseType: option.label
+}))
 
 const currency = (value) =>
   Number(value || 0).toLocaleString('zh-CN', {
@@ -26,14 +58,29 @@ const currency = (value) =>
     maximumFractionDigits: 2
   })
 
+const comparison = (value, direction) => ({
+  value,
+  tone: direction === 'down' ? 'down' : 'up',
+  icon: direction === 'down' ? 'mdi mdi-arrow-down' : 'mdi mdi-arrow-up'
+})
+
+const parseBudgetAmount = (value) => Number(String(value || '').replace(/[^\d.-]/g, '')) || 0
+const makeBudgetRowId = () => `budget-row-${Date.now()}-${Math.random().toString(16).slice(2)}`
+const BUDGET_PAGE_SIZE_OPTIONS = [5, 10]
+
 function buildDepartmentRows(departmentCode) {
-  const seed = Array.from(String(departmentCode || '')).reduce((sum, char) => sum + char.charCodeAt(0), 0)
+  const seed = Array.from(String(departmentCode || '')).reduce(
+    (sum, char) => sum + char.charCodeAt(0),
+    0
+  )
   const factor = 0.88 + (seed % 18) / 100
 
   return EXPENSE_BLUEPRINTS.map((item, index) => {
     const totalAmount = Math.round(item.total * factor)
     const usedAmount = Math.round(item.used * (0.9 + ((seed + index) % 12) / 100))
-    const occupiedAmount = Math.round(item.occupied * (0.92 + ((seed + index * 3) % 10) / 100))
+    const occupiedAmount = Math.round(
+      item.occupied * (0.92 + ((seed + index * 3) % 10) / 100)
+    )
     const leftAmount = Math.max(totalAmount - usedAmount - occupiedAmount, 0)
     const rate = Number((((usedAmount + occupiedAmount) / totalAmount) * 100).toFixed(2))
 
@@ -80,18 +127,36 @@ export default {
     const activeDepartmentCode = ref(FALLBACK_DEPARTMENTS[0].code)
     const departmentKeyword = ref('')
     const filters = ref({
-      period: '2026年度',
+      year: '2026',
+      quarter: 'Q1',
       expenseType: '全部',
       status: '全部'
     })
+    const budgetPage = ref(1)
+    const budgetPageSize = ref(5)
+    const budgetEditOpen = ref(false)
+    const budgetEditForm = ref({
+      budgetYear: '2026',
+      budgetQuarter: 'Q1',
+      budgetPeriod: '2026年Q1',
+      departmentCode: FALLBACK_DEPARTMENTS[0].code,
+      costCenter: FALLBACK_DEPARTMENTS[0].costCenter,
+      budgetOwner: '张晓明',
+      budgetVersion: 'V1.0（初始版本）',
+      budgetStatus: '编制中',
+      budgetDescription: ''
+    })
+    const budgetEditRows = ref([])
 
     const activeDepartment = computed(() =>
       departments.value.find((item) => item.code === activeDepartmentCode.value) || departments.value[0]
     )
 
     const activeDepartmentName = computed(() => activeDepartment.value?.name || '市场部')
-    const departmentRows = computed(() => buildDepartmentRows(activeDepartment.value?.code || activeDepartmentCode.value))
-    const visibleBudgetRows = computed(() =>
+    const departmentRows = computed(() =>
+      buildDepartmentRows(activeDepartment.value?.code || activeDepartmentCode.value)
+    )
+    const filteredBudgetRows = computed(() =>
       departmentRows.value
         .filter((row) => filters.value.expenseType === '全部' || row.expenseType === filters.value.expenseType)
         .filter((row) => {
@@ -101,6 +166,21 @@ export default {
           return row.rateTone === 'ok'
         })
     )
+    const totalBudgetRows = computed(() => filteredBudgetRows.value.length)
+    const totalBudgetPages = computed(() =>
+      Math.max(1, Math.ceil(totalBudgetRows.value / Number(budgetPageSize.value || 5)))
+    )
+    const currentBudgetPage = computed(() =>
+      Math.min(Math.max(1, budgetPage.value), totalBudgetPages.value)
+    )
+    const budgetPageNumbers = computed(() =>
+      Array.from({ length: totalBudgetPages.value }, (_, index) => index + 1)
+    )
+    const visibleBudgetRows = computed(() => {
+      const pageSize = Number(budgetPageSize.value || 5)
+      const start = (currentBudgetPage.value - 1) * pageSize
+      return filteredBudgetRows.value.slice(start, start + pageSize)
+    })
 
     const totals = computed(() => {
       const rows = departmentRows.value
@@ -119,30 +199,34 @@ export default {
       {
         label: '预算总额',
         value: `¥${currency(totals.value.total)}`,
-        note: '本年累计',
+        yoy: comparison('+8.42%', 'up'),
+        mom: comparison('+2.16%', 'up'),
         tone: 'green',
         icon: 'mdi mdi-wallet-outline'
       },
       {
         label: '已发生',
         value: `¥${currency(totals.value.used)}`,
-        note: `占比 ${((totals.value.used / totals.value.total) * 100).toFixed(2)}%`,
+        yoy: comparison('+12.68%', 'up'),
+        mom: comparison('+4.35%', 'up'),
         tone: 'blue',
         icon: 'mdi mdi-chart-line'
       },
       {
         label: '已占用',
         value: `¥${currency(totals.value.occupied)}`,
-        note: `占比 ${((totals.value.occupied / totals.value.total) * 100).toFixed(2)}%`,
+        yoy: comparison('+6.37%', 'up'),
+        mom: comparison('-1.84%', 'down'),
         tone: 'orange',
         icon: 'mdi mdi-briefcase-check-outline'
       },
       {
         label: '剩余可用',
         value: `¥${currency(totals.value.left)}`,
-        note: `占比 ${((totals.value.left / totals.value.total) * 100).toFixed(2)}%`,
+        yoy: comparison('-3.26%', 'down'),
+        mom: comparison('-2.08%', 'down'),
         tone: 'green',
-        icon: 'mdi mdi-currency-cny'
+        icon: 'mdi mdi-cash'
       }
     ])
 
@@ -170,6 +254,103 @@ export default {
     )
 
     const trendData = computed(() => buildTrendData(departmentRows.value))
+    const budgetEditTotal = computed(() =>
+      currency(
+        budgetEditRows.value.reduce(
+          (sum, row) => sum + parseBudgetAmount(row.budgetAmount),
+          0
+        )
+      )
+    )
+    const budgetOntologyContext = computed(() =>
+      buildBudgetOntologyContext({
+        form: budgetEditForm.value,
+        rows: budgetEditRows.value,
+        departments: departments.value
+      })
+    )
+
+    function buildEditableRows() {
+      return departmentRows.value.map((row) => ({
+        id: makeBudgetRowId(),
+        budgetSubject: row.expenseType,
+        budgetSubjectCode: row.budgetSubjectCode || '',
+        budgetAmount: currency(row.totalAmount),
+        warningThreshold: `${row.warning}%`,
+        controlAction: row.action,
+        budgetRemark: `${row.expenseType}相关费用`
+      }))
+    }
+
+    function resolveNextExpenseTypeOption() {
+      const usedCodes = new Set(budgetEditRows.value.map((row) => row.budgetSubjectCode))
+      return (
+        BUDGET_EXPENSE_TYPE_OPTIONS.find((item) => !usedCodes.has(item.value)) ||
+        BUDGET_EXPENSE_TYPE_OPTIONS[0]
+      )
+    }
+
+    function syncBudgetRowSubject(row) {
+      row.budgetSubject = resolveBudgetExpenseTypeLabel(row.budgetSubjectCode, row.budgetSubject)
+    }
+
+    function openBudgetEditDialog() {
+      const department = activeDepartment.value
+      const budgetPeriod = formatBudgetPeriod(filters.value.year, filters.value.quarter)
+      budgetEditForm.value = {
+        budgetYear: filters.value.year,
+        budgetQuarter: filters.value.quarter,
+        budgetPeriod,
+        departmentCode: department?.code || activeDepartmentCode.value,
+        costCenter: department?.costCenter || '',
+        budgetOwner: '张晓明',
+        budgetVersion: 'V1.0（初始版本）',
+        budgetStatus: '编制中',
+        budgetDescription: `${department?.name || '当前部门'}2026年度预算编制，用于指导费用支出及控制成本，确保资源合理使用。`
+      }
+      budgetEditRows.value = buildEditableRows()
+      budgetEditOpen.value = true
+    }
+
+    function closeBudgetEditDialog() {
+      budgetEditOpen.value = false
+    }
+
+    function addBudgetDetailRow() {
+      const option = resolveNextExpenseTypeOption()
+      budgetEditRows.value.push({
+        id: makeBudgetRowId(),
+        budgetSubject: option.label,
+        budgetSubjectCode: option.value,
+        budgetAmount: '0.00',
+        warningThreshold: '70%',
+        controlAction: '正常',
+        budgetRemark: ''
+      })
+    }
+
+    function removeBudgetDetailRow(rowId) {
+      if (budgetEditRows.value.length <= 1) return
+      budgetEditRows.value = budgetEditRows.value.filter((row) => row.id !== rowId)
+    }
+
+    function goToBudgetPage(page) {
+      budgetPage.value = Math.min(Math.max(Number(page) || 1, 1), totalBudgetPages.value)
+    }
+
+    function changeBudgetPage(direction) {
+      goToBudgetPage(currentBudgetPage.value + direction)
+    }
+
+    function saveBudgetDraft() {
+      budgetEditForm.value.budgetStatus = '编制中'
+      closeBudgetEditDialog()
+    }
+
+    function publishBudget() {
+      budgetEditForm.value.budgetStatus = '已发布'
+      closeBudgetEditDialog()
+    }
 
     async function loadDepartments() {
       try {
@@ -198,19 +379,65 @@ export default {
       void loadDepartments()
     })
 
+    watch(
+      [
+        activeDepartmentCode,
+        budgetPageSize,
+        () => filters.value.year,
+        () => filters.value.quarter,
+        () => filters.value.expenseType,
+        () => filters.value.status
+      ],
+      () => {
+        budgetPage.value = 1
+      }
+    )
+
+    watch(totalBudgetPages, (pages) => {
+      if (budgetPage.value > pages) {
+        budgetPage.value = pages
+      }
+    })
+
     return {
       activeDepartmentCode,
       activeDepartmentName,
+      addBudgetDetailRow,
+      budgetEditForm,
+      budgetEditOpen,
+      budgetEditRows,
+      budgetEditTotal,
       budgetMetrics,
+      budgetOntologyContext,
+      budgetPage: currentBudgetPage,
+      budgetPageNumbers,
+      budgetPageSize,
+      budgetPageSizeOptions: BUDGET_PAGE_SIZE_OPTIONS,
+      closeBudgetEditDialog,
+      controlActionOptions: BUDGET_CONTROL_ACTION_OPTIONS,
+      changeBudgetPage,
       departmentKeyword,
+      departments,
+      expenseTypeOptions: BUDGET_EXPENSE_TYPE_OPTIONS,
       expenseTypes: ['全部', ...EXPENSE_BLUEPRINTS.map((item) => item.expenseType)],
       filters,
-      periods: ['2026年度', '2026年Q2', '2026年5月'],
+      openBudgetEditDialog,
+      quarters: BUDGET_QUARTER_OPTIONS,
+      publishBudget,
+      removeBudgetDetailRow,
+      saveBudgetDraft,
+      statusOptions: BUDGET_STATUS_OPTIONS,
       statuses: ['全部', '正常', '预警', '管控'],
+      syncBudgetRowSubject,
+      goToBudgetPage,
+      totalBudgetPages,
+      totalBudgetRows,
       trendData,
       visibleBudgetRows,
       visibleDepartments,
-      warnings
+      warningOptions: BUDGET_WARNING_OPTIONS,
+      warnings,
+      years: BUDGET_YEAR_OPTIONS
     }
   }
 }

web/src/views/scripts/auditViewMetadata.js

@@ -56,23 +56,6 @@ export const TYPE_META = {
       version: '当前版本',
       metric: '超时配置'
     }
-  },
-  tasks: {
-    assetType: 'task',
-    label: '任务',
-    typeLabel: '任务',
-    createButtonLabel: '任务已接入',
-    hintText: '任务页签已接到真实资产 API，可查看调度周期、执行 Agent 和最近执行结果。',
-    searchPlaceholder: '搜索任务名称、编码或负责人',
-    tableColumns: {
-      name: '任务名称',
-      category: '业务域',
-      owner: '负责人',
-      scope: '适用场景',
-      runtime: '调度周期',
-      version: '当前版本',
-      metric: '执行 Agent'
-    }
   }
 }
 
@@ -113,20 +96,15 @@ export const TAB_META = {
     ...TYPE_META.mcp,
     typeKey: 'mcp',
     badgeTone: 'amber'
-  },
-  tasks: {
-    ...TYPE_META.tasks,
-    typeKey: 'tasks',
-    badgeTone: 'violet'
   }
 }
 
 export const STATUS_META = {
   generating: { label: '生成中', tone: 'info' },
-  draft: { label: '草稿中', tone: 'draft' },
+  draft: { label: '待上线', tone: 'draft' },
   review: { label: '待审核', tone: 'warning' },
   active: { label: '已上线', tone: 'success' },
-  disabled: { label: '已停用', tone: 'disabled' },
+  disabled: { label: '已下线', tone: 'disabled' },
   failed: { label: '生成失败', tone: 'danger' }
 }
 
@@ -230,34 +208,16 @@ export const DETAIL_TITLES = {
     historyDesc: '最近版本记录',
     publishTitle: '服务状态',
     publishDesc: 'MCP 资产已接入规则中心，但真实外部调用仍以后续链路集成为准。'
-  },
-  tasks: {
-    configTitle: '任务配置',
-    configDesc: '展示调度周期、执行 Agent 和任务编码。',
-    detailTitle: '任务结构',
-    detailDesc: '按调度计划、目标场景和运行结果组织任务信息。',
-    outputTitle: '运行要求',
-    outputDesc: '任务详情重点展示调度 Agent、最近运行结果和运行日志入口。',
-    ruleListTitle: '运行要求',
-    checkListTitle: '最近执行',
-    triggerTitle: '适用场景',
-    triggerDesc: '当前任务覆盖的业务场景',
-    toolTitle: '最近调用',
-    toolDesc: '根据 AgentRun 中的最近执行记录回显任务运行情况',
-    historyTitle: '版本历史',
-    historyDesc: '最近版本记录',
-    publishTitle: '调度状态',
-    publishDesc: '任务资产已接入规则中心，后续 Day 4 运行时会继续消费这些配置。'
   }
 }
 
 export const STATUS_OPTIONS = [
   { value: '', label: '全部状态' },
   { value: 'generating', label: '生成中' },
-  { value: 'draft', label: '草稿中' },
+  { value: 'draft', label: '待上线' },
   { value: 'review', label: '待审核' },
   { value: 'active', label: '已上线' },
-  { value: 'disabled', label: '已停用' },
+  { value: 'disabled', label: '已下线' },
   { value: 'failed', label: '生成失败' }
 ]
 

web/src/views/scripts/auditViewModel.js

@@ -207,6 +207,65 @@ export function resolveRiskRuleEnabled(source, rulePayload = null) {
   return true
 }
 
+const LAST_OPERATION_LABELS = {
+  generate: '开始生成',
+  create: '创建',
+  test: '测试',
+  online: '上线',
+  offline: '下线',
+  delete: '删除',
+  update: '更新'
+}
+
+const RISK_RULE_BUSINESS_STAGE_LABELS = {
+  expense_application: '费用申请',
+  reimbursement: '费用报销'
+}
+
+function resolveRiskRuleBusinessStage(source, rulePayload = null) {
+  const configJson = readConfigJson(source)
+  const metadata = rulePayload && typeof rulePayload === 'object' ? rulePayload.metadata || {} : {}
+  const stage =
+    normalizeText(configJson.business_stage) ||
+    normalizeText(metadata.business_stage) ||
+    normalizeText(rulePayload?.business_stage)
+  const label =
+    normalizeText(configJson.business_stage_label) ||
+    normalizeText(metadata.business_stage_label) ||
+    RISK_RULE_BUSINESS_STAGE_LABELS[stage]
+  return {
+    value: stage || 'reimbursement',
+    label: label || '费用报销'
+  }
+}
+
+function resolveRiskRuleOnlineMeta(statusValue) {
+  if (statusValue === 'active') {
+    return { label: '已上线', tone: 'success', online: true }
+  }
+  if (statusValue === 'disabled') {
+    return { label: '已下线', tone: 'disabled', online: false }
+  }
+  if (statusValue === 'generating') {
+    return { label: '生成中', tone: 'info', online: false }
+  }
+  if (statusValue === 'failed') {
+    return { label: '生成失败', tone: 'danger', online: false }
+  }
+  return { label: '待上线', tone: 'draft', online: false }
+}
+
+function resolveLastOperationLabel(source, fallback = {}) {
+  const configJson = readConfigJson(source)
+  const operation = isPlainObject(configJson.last_operation) ? configJson.last_operation : {}
+  const action = normalizeText(operation.action) || normalizeText(fallback.action) || 'create'
+  const actor = normalizeText(operation.actor) || normalizeText(fallback.actor) || '系统'
+  const at = normalizeText(operation.at) || normalizeText(fallback.at)
+  const actionLabel = LAST_OPERATION_LABELS[action] || action
+  const timeLabel = formatDateTime(at)
+  return timeLabel && timeLabel !== '-' ? `${actionLabel}：${actor} · ${timeLabel}` : `${actionLabel}：${actor}`
+}
+
 export function readRuleDocumentMeta(value) {
   const configJson = readConfigJson(value)
   return isPlainObject(configJson.rule_document) ? configJson.rule_document : null
@@ -458,12 +517,13 @@ export function applyRiskRuleJsonState(target, payload, apiPayload) {
     normalizeText(apiConfig.expense_category_label) ||
     normalizeText(rulePayload.risk_category) ||
     resolveRiskRuleCategory({ ...target, risk_category: rulePayload.risk_category, config_json: rulePayload })
+  const businessStage = resolveRiskRuleBusinessStage(target, rulePayload)
   const riskRuleFields = resolveRiskRuleFields(rulePayload)
   const riskRuleCreatedAt = resolveRiskRuleCreatedAt(rulePayload, target.createdAt || target.updatedAt)
   const riskRuleScoreLevel = resolveRiskRuleScoreLevel(rulePayload, apiConfig)
 
   const statusValue = apiPayload?.status || target.statusValue || 'draft'
-  const isOnlineLabel = statusValue === 'active' ? '是' : '否'
+  const onlineMeta = resolveRiskRuleOnlineMeta(statusValue)
   const isEnabledValue = resolveRiskRuleEnabled(target, rulePayload)
 
   const publisher =
@@ -488,6 +548,8 @@ export function applyRiskRuleJsonState(target, payload, apiPayload) {
     riskRuleBusinessDescription: resolveRiskRuleBusinessDescription(rulePayload, fullDescription),
     riskRuleSubtitle: buildRiskListSubtitle(fullDescription, 48),
     riskCategory,
+    businessStageValue: businessStage.value,
+    businessStageLabel: businessStage.label,
     scope: riskCategory,
     riskRuleSourceRef: resolveRiskRuleSourceRef(rulePayload),
     riskRuleSeverity: riskRuleScoreLevel || resolveRiskRuleSeverity(rulePayload),
@@ -521,10 +583,16 @@ export function applyRiskRuleJsonState(target, payload, apiPayload) {
       outcomes: apiPayload?.outcomes || rulePayload.outcomes || {}
     },
     riskRuleJsonText: JSON.stringify(rulePayload, null, 2),
-    isOnlineLabel,
+    isOnlineValue: onlineMeta.online,
+    isOnlineLabel: onlineMeta.label,
+    isOnlineTone: onlineMeta.tone,
     isEnabledValue,
     isEnabledLabel: isEnabledValue ? '是' : '否',
     isEnabledTone: isEnabledValue ? 'success' : 'disabled',
+    lastOperationLabel: resolveLastOperationLabel(target, {
+      actor: publisher,
+      at: riskRuleCreatedAt
+    }),
     publisher,
     publishedAt
   }
@@ -747,7 +815,7 @@ export function resolveTypeKey(assetType) {
   if (assetType === 'mcp') {
     return 'mcp'
   }
-  return 'tasks'
+  return ''
 }
 
 export function formatSeverity(value) {
@@ -778,23 +846,6 @@ export function formatOutputSummary(items) {
   return `${items.length} 项输出`
 }
 
-export function formatTaskRisk(scenarios) {
-  if (Array.isArray(scenarios) && scenarios.includes('risk_check')) {
-    return '高风险'
-  }
-  if (
-    Array.isArray(scenarios) &&
-    (scenarios.includes('accounts_receivable') || scenarios.includes('accounts_payable'))
-  ) {
-    return '中风险'
-  }
-  return '常规'
-}
-
-export function findLatestTaskRun(runs, assetId) {
-  return runs.find((item) => item.task_id === assetId) || null
-}
-
 export function findLatestMcpCall(runs, assetCode) {
   const expectedToolName = normalizeText(assetCode).replace(/^mcp\./, '')
 
@@ -827,7 +878,7 @@ export function buildRowRuntime(asset, typeKey) {
   if (typeKey === 'mcp') {
     return normalizeText(asset.config_json?.endpoint) || '未配置地址'
   }
-  return normalizeText(asset.config_json?.cron) || '未配置调度'
+  return ''
 }
 
 export function buildRowMetric(asset, typeKey) {
@@ -840,7 +891,7 @@ export function buildRowMetric(asset, typeKey) {
   if (typeKey === 'mcp') {
     return asset.config_json?.timeout_ms ? `${asset.config_json.timeout_ms} ms` : '未配置超时'
   }
-  return normalizeText(asset.config_json?.agent) || '未配置 Agent'
+  return ''
 }
 
 export function formatSpreadsheetChangeSummary(summary) {
@@ -885,7 +936,8 @@ export function buildListItem(asset) {
   const listSubtitle = isRiskRule
     ? buildRiskListSubtitle(asset.description)
     : normalizeText(asset.description)
-  const isOnlineValue = asset.status === 'active'
+  const onlineMeta = resolveRiskRuleOnlineMeta(asset.status)
+  const isOnlineValue = onlineMeta.online
   const isEnabledValue = usesJsonRiskRule ? resolveRiskRuleEnabled(asset) : true
   const reviewer = normalizeText(asset.reviewer) || '待分配'
   const creator =
@@ -895,6 +947,9 @@ export function buildListItem(asset) {
     '未知'
   const publisher = isRiskRule ? creator : ''
   const riskRuleCreatedAt = formatDateTime(asset.created_at || asset.updated_at)
+  const businessStage = usesJsonRiskRule
+    ? resolveRiskRuleBusinessStage(asset)
+    : { value: '', label: '' }
 
   return {
     id: asset.id,
@@ -915,6 +970,8 @@ export function buildListItem(asset) {
     reviewer,
     scope: typeKey === 'rules' ? ruleScenarioCategory || '通用' : formatScenarioList(asset.scenario_json),
     riskCategory: ruleScenarioCategory,
+    businessStageValue: businessStage.value,
+    businessStageLabel: businessStage.label,
     model: buildRowRuntime(asset, typeKey),
     version: workingVersion,
     versionDisplay: typeKey === 'rules' ? `${changeCount} 次` : workingVersion,
@@ -928,8 +985,8 @@ export function buildListItem(asset) {
     publisher,
     publishedAt: isOnlineValue ? formatDateTime(asset.published_at || asset.updated_at) : '-',
     isOnlineValue,
-    isOnlineLabel: isOnlineValue ? '是' : '否',
-    isOnlineTone: isOnlineValue ? 'success' : 'disabled',
+    isOnlineLabel: onlineMeta.label,
+    isOnlineTone: onlineMeta.tone,
     isEnabledValue,
     isEnabledLabel: isEnabledValue ? '是' : '否',
     isEnabledTone: isEnabledValue ? 'success' : 'disabled',
@@ -1002,21 +1059,7 @@ export function buildMcpFields(detail, latestCall) {
   ]
 }
 
-export function buildTaskFields(detail, latestRun) {
-  const content = detail.current_version_content || {}
-  return [
-    { label: '任务编码', value: detail.code },
-    { label: 'Cron', value: normalizeText(detail.config_json?.cron) || normalizeText(content.schedule) || '未配置' },
-    { label: '执行 Agent', value: normalizeText(detail.config_json?.agent) || normalizeText(content.target_agent) || '未配置' },
-    { label: '风险等级', value: formatTaskRisk(detail.scenario_json) },
-    {
-      label: '最近执行',
-      value: latestRun ? formatDateTime(latestRun.started_at) : '暂无执行记录'
-    }
-  ]
-}
-
-export function buildFields(detail, typeKey, latestRun, latestCall) {
+export function buildFields(detail, typeKey, latestCall) {
   if (typeKey === 'rules') {
     return buildRuleFields(detail)
   }
@@ -1026,10 +1069,10 @@ export function buildFields(detail, typeKey, latestRun, latestCall) {
   if (typeKey === 'mcp') {
     return buildMcpFields(detail, latestCall)
   }
-  return buildTaskFields(detail, latestRun)
+  return []
 }
 
-export function buildPromptSections(detail, typeKey, latestRun, latestCall) {
+export function buildPromptSections(detail, typeKey) {
   const content = detail.current_version_content || {}
 
   if (typeKey === 'skills') {
@@ -1075,26 +1118,10 @@ export function buildPromptSections(detail, typeKey, latestRun, latestCall) {
     ]
   }
 
-  return [
-    {
-      title: '任务场景',
-      intent: '调度目标',
-      content: formatScenarioList(detail.scenario_json)
-    },
-    {
-      title: '执行 Agent',
-      intent: '运行主体',
-      content: normalizeText(content.target_agent) || normalizeText(detail.config_json?.agent) || '未配置执行 Agent。'
-    },
-    {
-      title: '最近执行结果',
-      intent: '运行反馈',
-      content: latestRun?.result_summary || latestRun?.error_message || '暂无执行记录。'
-    }
-  ]
+  return []
 }
 
-export function buildOutputRules(detail, typeKey, latestRun, latestCall) {
+export function buildOutputRules(detail, typeKey) {
   const content = detail.current_version_content || {}
 
   if (typeKey === 'rules') {
@@ -1130,15 +1157,10 @@ export function buildOutputRules(detail, typeKey, latestRun, latestCall) {
     ]
   }
 
-  return [
-    `调度周期：${normalizeText(detail.config_json?.cron) || normalizeText(content.schedule) || '未配置'}`,
-    `执行 Agent：${normalizeText(detail.config_json?.agent) || normalizeText(content.target_agent) || '未配置'}`,
-    `风险等级：${formatTaskRisk(detail.scenario_json)}`,
-    `最近执行结果：${latestRun?.status || '暂无执行记录'}`
-  ]
+  return []
 }
 
-export function buildTests(detail, typeKey, latestRun, latestCall) {
+export function buildTests(detail, typeKey, latestCall) {
   if (typeKey === 'rules') {
     const reviewMeta = resolveReviewMeta(detail.latest_review?.review_status)
     return [
@@ -1195,23 +1217,10 @@ export function buildTests(detail, typeKey, latestRun, latestCall) {
     ]
   }
 
-  return [
-    {
-      name: '最近运行状态',
-      input: latestRun?.run_id || '暂无运行',
-      result: latestRun?.status || '未记录',
-      tone: latestRun?.status === 'failed' || latestRun?.status === 'blocked' ? 'danger' : 'success'
-    },
-    {
-      name: '结果摘要',
-      input: latestRun?.agent || normalizeText(detail.config_json?.agent) || '未配置',
-      result: latestRun?.result_summary || '暂无摘要',
-      tone: 'success'
-    }
-  ]
+  return []
 }
 
-export function buildTools(detail, typeKey, latestRun, latestCall) {
+export function buildTools(detail, typeKey, latestCall) {
   const content = detail.current_version_content || {}
 
   if (typeKey === 'skills') {
@@ -1246,26 +1255,7 @@ export function buildTools(detail, typeKey, latestRun, latestCall) {
     ]
   }
 
-  return [
-    {
-      name: normalizeText(detail.config_json?.agent) || normalizeText(content.target_agent) || '未配置 Agent',
-      scope: '执行 Agent',
-      mode: '调度',
-      tone: 'active'
-    },
-    {
-      name: latestRun?.run_id || '暂无执行记录',
-      scope: '最近 Run',
-      mode: latestRun?.status || '未执行',
-      tone: latestRun?.status === 'failed' || latestRun?.status === 'blocked' ? 'danger' : 'active'
-    },
-    {
-      name: latestRun?.permission_level || '未记录',
-      scope: '权限级别',
-      mode: 'Trace',
-      tone: 'safe'
-    }
-  ]
+  return []
 }
 
 export function buildPublishDescription(detail, typeKey) {
@@ -1279,14 +1269,16 @@ export function buildPublishDescription(detail, typeKey) {
     return '当前规则需要先完成审核，再调用上线接口正式激活。'
   }
 
-  return DETAIL_TITLES[typeKey].publishDesc
+  return DETAIL_TITLES[typeKey]?.publishDesc || ''
 }
 
 export function buildDetailViewModel(detail, runs) {
   const typeKey = resolveTypeKey(detail.asset_type)
   const tabId = resolveTabId(detail, typeKey) || typeKey
+  if (!typeKey || !tabId) {
+    return null
+  }
   const tabMeta = resolveTabMeta(tabId, typeKey)
-  const latestRun = typeKey === 'tasks' ? findLatestTaskRun(runs, detail.id) : null
   const latestCall = typeKey === 'mcp' ? findLatestMcpCall(runs, detail.code) : null
   const configJson = readConfigJson(detail)
   const statusMeta = resolveStatusMeta(detail.status)
@@ -1320,6 +1312,14 @@ export function buildDetailViewModel(detail, runs) {
     normalizeText(detail.owner) ||
     normalizeText(detail.recent_versions?.[0]?.created_by) ||
     '未知'
+  const onlineMeta = resolveRiskRuleOnlineMeta(detail.status)
+  const businessStage = usesJsonRiskRule
+    ? resolveRiskRuleBusinessStage(detail)
+    : { value: '', label: '' }
+
+  const initialRiskRuleScore = resolveRiskRuleScore(configJson, configJson)
+  const initialRiskRuleScoreLevel = resolveRiskRuleScoreLevel(configJson, configJson)
+  const initialRiskRuleSeverity = initialRiskRuleScoreLevel || resolveRiskRuleSeverity(configJson)
 
   return {
     id: detail.id,
@@ -1335,6 +1335,8 @@ export function buildDetailViewModel(detail, runs) {
     reviewer: detail.reviewer || detail.latest_review?.reviewer || '待分配',
     category: resolveDomainLabel(detail.domain),
     scope: typeKey === 'rules' ? ruleScenarioCategory || '通用' : formatScenarioList(detail.scenario_json),
+    businessStageValue: businessStage.value,
+    businessStageLabel: businessStage.label,
     version: detail.working_version || detail.current_version || '-',
     currentVersion: detail.current_version || '-',
     publishedVersion: detail.published_version || '-',
@@ -1356,15 +1358,19 @@ export function buildDetailViewModel(detail, runs) {
     riskRuleBusinessDescription: '',
     riskRuleSubtitle: usesJsonRiskRule ? buildRiskListSubtitle(detail.description) : '',
     riskRuleSourceRef: '',
-    riskRuleSeverity: 'medium',
-    riskRuleSeverityLabel: '中风险',
-    riskRuleScore: null,
-    riskRuleScoreLabel: '待计算',
-    riskRuleScoreLevel: 'medium',
-    riskRuleScoreDetail: null,
+    riskRuleSeverity: initialRiskRuleSeverity,
+    riskRuleScore: initialRiskRuleScore,
+    riskRuleScoreLevel: initialRiskRuleScoreLevel || initialRiskRuleSeverity,
+    riskRuleScoreDetail: resolveRiskRuleScoreDetail(configJson, configJson),
+    riskRuleSeverityLabel: initialRiskRuleScoreLevel
+      ? resolveRiskRuleScoreLabel(configJson, configJson)
+      : resolveRiskRuleSeverityLabel(configJson),
+    riskRuleScoreLabel: resolveRiskRuleScoreLabel(configJson, configJson),
     riskRuleCreatedAt: formatDateTime(detail.created_at),
     riskRuleAgeLabel: formatRiskRuleAge(detail.created_at),
-    isOnlineLabel: detail.status === 'active' ? '是' : '否',
+    isOnlineValue: onlineMeta.online,
+    isOnlineLabel: onlineMeta.label,
+    isOnlineTone: onlineMeta.tone,
     isEnabledValue,
     isEnabledLabel: isEnabledValue ? '是' : '否',
     isEnabledTone: isEnabledValue ? 'success' : 'disabled',
@@ -1381,6 +1387,11 @@ export function buildDetailViewModel(detail, runs) {
       history.find((item) => item.isPublished || item.lifecycleState === 'published')?.time ||
       (detail.published_at ? formatDateTime(detail.published_at) : '') ||
       (detail.latest_review?.reviewed_at ? formatDateTime(detail.latest_review.reviewed_at) : '-'),
+    lastOperationLabel: resolveLastOperationLabel(detail, {
+      actor: riskRuleCreator,
+      at: detail.created_at
+    }),
+    lastOperationTone: onlineMeta.tone,
     riskRuleFields: [],
     riskRuleFieldSummary: '未识别字段',
     riskRuleFlow: resolveRiskRuleFlow({}, []),
@@ -1411,13 +1422,12 @@ export function buildDetailViewModel(detail, runs) {
     reviewStatusValue: detail.latest_review?.review_status || '',
     reviewTimeLabel: formatDateTime(detail.latest_review?.reviewed_at),
     reviewNote: detail.latest_review?.review_note || '',
-    latestRun,
     latestCall,
-    fields: buildFields(detail, typeKey, latestRun, latestCall),
+    fields: buildFields(detail, typeKey, latestCall),
     promptSections:
-      typeKey === 'rules' ? [] : buildPromptSections(detail, typeKey, latestRun, latestCall),
-    outputRules: buildOutputRules(detail, typeKey, latestRun, latestCall),
-    tests: buildTests(detail, typeKey, latestRun, latestCall),
+      typeKey === 'rules' ? [] : buildPromptSections(detail, typeKey),
+    outputRules: buildOutputRules(detail, typeKey),
+    tests: buildTests(detail, typeKey, latestCall),
     triggers:
       typeKey === 'rules'
         ? [ruleScenarioCategory || '通用']
@@ -1446,7 +1456,7 @@ export function buildDetailViewModel(detail, runs) {
               tone: 'safe'
             }
           ]
-        : buildTools(detail, typeKey, latestRun, latestCall),
+        : buildTools(detail, typeKey, latestCall),
     history,
     configTitle: titles.configTitle,
     configDesc: titles.configDesc,
@@ -1467,8 +1477,6 @@ export function buildDetailViewModel(detail, runs) {
     publishMeta:
       typeKey === 'rules'
         ? `最近保存：${formatDateTime(detail.updated_at)}`
-        : latestRun
-          ? `最近运行：${formatDateTime(latestRun.started_at)}`
         : `最近更新：${formatDateTime(detail.updated_at)}`,
     publishState: statusMeta.label,
     latestReviewVersion: detail.latest_review?.version || detail.current_version || '-',

web/src/views/scripts/auditViewRiskRuleModel.js

@@ -16,6 +16,11 @@ export const RISK_RULE_EXPENSE_CATEGORY_OPTIONS = [
   { value: 'welfare', label: '福利费' }
 ]
 
+export const RISK_RULE_BUSINESS_STAGE_OPTIONS = [
+  { value: 'expense_application', label: '费用申请' },
+  { value: 'reimbursement', label: '费用报销' }
+]
+
 export const RISK_RULE_LEVEL_OPTIONS = [
   { value: 'low', label: '低风险' },
   { value: 'medium', label: '中风险' },
@@ -49,6 +54,7 @@ const CITY_ROUTE_SEMANTIC_TYPES = new Set([
 export function createDefaultRiskRuleForm() {
   return {
     business_domain: 'expense',
+    business_stage: 'reimbursement',
     expense_category: 'travel',
     rule_title: '',
     requires_attachment: false,

web/src/views/scripts/travelReimbursementReviewConstants.js

@@ -25,8 +25,10 @@ export const EXPENSE_TYPE_LABELS = {
   meal: '业务招待费',
   meeting: '会务费',
   entertainment: '业务招待费',
+  marketing: '市场推广费',
   office: '办公用品费',
   training: '培训费',
+  software: '软件服务费',
   communication: '通讯费',
   welfare: '福利费',
   other: '其他费用'
@@ -96,8 +98,10 @@ export const REVIEW_FALLBACK_GROUP_CODES = [
   'hotel',
   'meal',
   'meeting',
+  'marketing',
   'office',
   'training',
+  'software',
   'communication',
   'welfare'
 ]
@@ -113,7 +117,9 @@ export const REVIEW_CATEGORY_PRESET_OPTIONS = [
 
 export const REVIEW_OTHER_CATEGORY_OPTIONS = [
   { key: 'meeting', label: '会务费' },
+  { key: 'marketing', label: '市场推广费' },
   { key: 'training', label: '培训费' },
+  { key: 'software', label: '软件服务费' },
   { key: 'communication', label: '通讯费' },
   { key: 'welfare', label: '福利费' },
   { key: 'other', label: '其他费用' }
@@ -140,9 +146,11 @@ export const CATEGORY_CONFIDENCE_KEYWORDS = {
   transport: [TRANSPORT_KEYWORD_PATTERN],
   meal: [/业务招待|招待|宴请|请客|请客户|客户.*吃饭|商务用餐|陪同|餐费|用餐|午餐|晚餐|早餐|伙食|餐饮/],
   meeting: [/会务|会议|论坛|展会|参会|会场/],
+  marketing: [/市场推广|推广费|广告|投放|品牌宣传|营销物料|推广物料/],
   entertainment: [/招待|宴请|请客|请客户|客户.*吃饭|商务用餐|陪同/],
   office: [/办公|工位|耗材|白板|键盘|鼠标|打印|文具|采购/],
   training: [/培训|授课|讲师|课程|签到|讲义/],
+  software: [/软件|SaaS|订阅|系统服务|云服务|云资源|平台服务|技术服务/],
   communication: [/通讯|电话|流量|话费|宽带|网络/],
   welfare: [/福利|体检|团建|节日|慰问|关怀/]
 }

web/tests/budget-ontology.test.mjs

@@ -0,0 +1,91 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  BUDGET_EXPENSE_TYPE_OPTIONS,
+  BUDGET_ONTOLOGY_FIELDS,
+  BUDGET_QUARTER_OPTIONS,
+  BUDGET_YEAR_OPTIONS,
+  buildBudgetOntologyContext
+} from '../src/utils/budgetOntology.js'
+
+test('budget ontology fields expose required budget center keys', () => {
+  const requiredKeys = BUDGET_ONTOLOGY_FIELDS
+    .filter((field) => field.required)
+    .map((field) => field.key)
+
+  assert.deepEqual(requiredKeys, [
+    'budget_period',
+    'department',
+    'cost_center',
+    'budget_owner',
+    'budget_version',
+    'budget_status',
+    'budget_subject',
+    'budget_amount',
+    'warning_threshold',
+    'control_action'
+  ])
+})
+
+test('budget ontology context maps dialog fields to ontology payload', () => {
+  const context = buildBudgetOntologyContext({
+    form: {
+      budgetYear: '2026',
+      budgetQuarter: 'Q2',
+      departmentCode: 'MARKET-DEPT',
+      budgetOwner: '张晓明',
+      budgetVersion: 'V1.0（初始版本）',
+      budgetStatus: '编制中',
+      budgetDescription: '市场部预算编制'
+    },
+    departments: [
+      { code: 'MARKET-DEPT', name: '市场部', costCenter: 'CC-4100' }
+    ],
+    rows: [
+      {
+        budgetSubject: '差旅费',
+        budgetSubjectCode: 'travel',
+        budgetAmount: '600,000.00',
+        warningThreshold: '80%',
+        controlAction: '提醒',
+        budgetRemark: '差旅相关费用'
+      }
+    ]
+  })
+
+  assert.equal(context.document_type, 'budget_plan')
+  assert.equal(context.conversation_scenario, 'budget')
+  assert.equal(context.budget_header.budget_period, '2026年Q2')
+  assert.equal(context.budget_header.budget_year, '2026')
+  assert.equal(context.budget_header.budget_quarter, 'Q2')
+  assert.equal(context.budget_header.department, '市场部')
+  assert.equal(context.budget_header.cost_center, 'CC-4100')
+  assert.equal(context.budget_details[0].budget_subject_code, 'travel')
+  assert.equal(context.budget_details[0].expense_type, 'travel')
+  assert.equal(context.budget_details[0].expense_type_label, '差旅费')
+  assert.equal(context.budget_details[0].warning_threshold, '80%')
+})
+
+test('budget expense type options expose real expense type codes', () => {
+  const optionCodes = BUDGET_EXPENSE_TYPE_OPTIONS.map((item) => item.value)
+
+  assert.deepEqual(optionCodes, [
+    'travel',
+    'hotel',
+    'transport',
+    'meal',
+    'meeting',
+    'marketing',
+    'office',
+    'training',
+    'software',
+    'communication',
+    'welfare'
+  ])
+})
+
+test('budget center exposes separate year and quarter dimensions', () => {
+  assert.deepEqual(BUDGET_YEAR_OPTIONS, ['2026', '2027', '2028'])
+  assert.deepEqual(BUDGET_QUARTER_OPTIONS, ['Q1', 'Q2', 'Q3', 'Q4'])
+})