feat: 新增预算后端服务与差旅风险规则库

后端新增预算模型、端点和服务模块,支持预算 CRUD 和余额
查询,清理旧生成规则文件并替换为按严重等级分类的差旅风
险规则库,优化认证权限和报销单访问策略,新增财务规则目
录和演示数据构建脚本,前端预算中心增加对话框交互,完善
审计页面运行时模型和元数据展示,补充单元测试。
This commit is contained in:
caoxiaozhu
2026-05-26 17:29:35 +08:00
parent e1e515ecae
commit e7bef0883d
85 changed files with 6443 additions and 1497 deletions

View File

@@ -23,6 +23,21 @@ from app.services.agent_foundation_constants import (
logger = get_logger("app.services.agent_foundation")
EXPENSE_TYPE_SCENARIO_LABELS = {
"travel": "差旅费",
"hotel": "住宿费",
"transport": "交通费",
"meal": "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": "通信费",
"welfare": "福利费",
}
class AgentFoundationRiskRuleMixin:
def _iter_platform_risk_manifests(self) -> list[tuple[str, dict[str, object]]]:
@@ -123,8 +138,54 @@ class AgentFoundationRiskRuleMixin:
return "通用"
@staticmethod
def _resolve_manifest_expense_types(manifest: dict[str, object]) -> list[str]:
def _collect(value: object) -> list[str]:
if isinstance(value, str):
return [value]
if isinstance(value, (list, tuple, set)):
return [str(item or "").strip() for item in value]
return []
candidates: list[str] = []
candidates.extend(_collect(manifest.get("expense_types")))
applies_to = (
manifest.get("applies_to") if isinstance(manifest.get("applies_to"), dict) else {}
)
candidates.extend(_collect(applies_to.get("expense_types")))
metadata = manifest.get("metadata") if isinstance(manifest.get("metadata"), dict) else {}
candidates.extend(_collect(metadata.get("expense_types")))
normalized: list[str] = []
seen: set[str] = set()
for item in candidates:
value = item.strip().lower()
if not value or value in seen:
continue
seen.add(value)
normalized.append(value)
return normalized
@staticmethod
def _expense_type_scenario_labels(expense_types: list[str]) -> list[str]:
labels: list[str] = []
seen: set[str] = set()
for expense_type in expense_types:
label = EXPENSE_TYPE_SCENARIO_LABELS.get(expense_type)
if not label or label in seen:
continue
seen.add(label)
labels.append(label)
return labels
def _platform_risk_scenario_json(self, manifest: dict[str, object]) -> list[str]:
labels = self._expense_type_scenario_labels(self._resolve_manifest_expense_types(manifest))
if labels:
return labels
category = self._resolve_platform_risk_category(manifest)
return [category] if category else ["通用"]
@@ -139,7 +200,7 @@ class AgentFoundationRiskRuleMixin:
risk_category = self._resolve_platform_risk_category(manifest)
return {
config = {
"severity": str(fail_outcome.get("severity") or "medium"),
@@ -176,6 +237,20 @@ class AgentFoundationRiskRuleMixin:
),
}
metadata = manifest.get("metadata") if isinstance(manifest.get("metadata"), dict) else {}
for key in (
"finance_rule_code",
"finance_rule_sheet",
"business_stage",
"expense_types",
"budget_required",
):
value = manifest.get(key)
if value is None and isinstance(metadata, dict):
value = metadata.get(key)
if value is not None:
config[key] = value
return config
def _build_platform_risk_seed_assets(self) -> list[AgentAsset]:
@@ -242,6 +317,12 @@ class AgentFoundationRiskRuleMixin:
before_count = len(existing_codes)
self._ensure_platform_risk_rules_from_library(existing_codes)
manifest_codes = {
str(manifest.get("rule_code") or "").strip()
for _, manifest in self._iter_platform_risk_manifests()
if str(manifest.get("rule_code") or "").strip()
}
self._hide_stale_demo_risk_rules(manifest_codes)
self.db.flush()
@@ -265,6 +346,25 @@ class AgentFoundationRiskRuleMixin:
return manifest_count
def _hide_stale_demo_risk_rules(self, manifest_codes: set[str]) -> None:
assets = self.db.scalars(
select(AgentAsset).where(AgentAsset.asset_type == AgentAssetType.RULE.value)
).all()
for asset in assets:
config = asset.config_json if isinstance(asset.config_json, dict) else {}
if config.get("source_ref") != "费用管控 Demo 风险规则库":
continue
if asset.code in manifest_codes:
continue
asset.status = AgentAssetStatus.DISABLED.value
asset.config_json = {
**config,
"enabled": False,
"tag": "废弃风险规则",
"deprecated": True,
"deprecated_reason": "对应风险规则 JSON 已删除,不再参与费用管控 Demo。",
}
def _ensure_platform_risk_rules_from_library(self, existing_codes: set[str]) -> None:
for file_name, manifest in self._iter_platform_risk_manifests():