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。
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caoxiaozhu
@@ -1,66 +1,115 @@
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from __future__ import annotations
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import hashlib
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import json
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from datetime import UTC, date, datetime
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from decimal import Decimal
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from pathlib import Path
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from sqlalchemy import inspect, select, text
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from sqlalchemy import select
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from app.core.agent_enums import (
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AgentAssetContentType,
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AgentAssetDomain,
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AgentAssetStatus,
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AgentAssetType,
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AgentName,
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AgentPermissionLevel,
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AgentReviewStatus,
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AgentRunSource,
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AgentRunStatus,
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AgentToolType,
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)
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from app.models.agent_asset import AgentAsset, AgentAssetReview, AgentAssetVersion
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from app.models.agent_run import AgentRun, AgentToolCall, SemanticParseLog
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from app.models.audit_log import AuditLog
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from app.models.financial_record import (
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AccountsPayableRecord,
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AccountsReceivableRecord,
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ExpenseClaim,
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ExpenseClaimItem,
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)
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from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
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from app.core.logging import get_logger
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from app.models.agent_asset import AgentAsset
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from app.services.agent_asset_spreadsheet import (
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AgentAssetSpreadsheetManager,
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COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
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COMPANY_COMMUNICATION_EXPENSE_RULE_FILENAME,
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COMPANY_TRAVEL_EXPENSE_RULE_CODE,
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COMPANY_TRAVEL_EXPENSE_RULE_FILENAME,
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FINANCE_RULES_LIBRARY,
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RISK_RULES_LIBRARY,
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)
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from app.services.expense_rule_runtime import (
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build_scene_submission_standard_markdown,
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build_travel_risk_control_standard_markdown,
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AgentAssetSpreadsheetManager,
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)
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from app.services.agent_foundation_constants import (
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ATTACHMENT_RULE_ASSET_CODE,
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ATTACHMENT_RULE_RUNTIME_CONFIG,
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COMPANY_COMMUNICATION_RULE_SCENARIO_JSON,
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COMPANY_COMMUNICATION_RULE_VERSION,
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COMPANY_TRAVEL_RULE_SCENARIO_JSON,
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COMPANY_TRAVEL_RULE_VERSION,
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DEMO_EXPENSE_CLAIM_SIGNATURES,
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DEMO_PAYABLE_SIGNATURES,
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DEMO_RECEIVABLE_SIGNATURES,
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LEGACY_RULE_CODES,
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PLATFORM_DESTINATION_LOCATION_RULE_FILENAME,
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)
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from app.core.logging import get_logger
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from app.services.finance_rule_catalog import (
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DEPRECATED_FINANCE_RULE_CODES,
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DEPRECATED_FINANCE_RULE_REPLACEMENTS,
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)
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logger = get_logger("app.services.agent_foundation")
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class AgentFoundationSpreadsheetMixin:
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def sync_finance_rule_assets_from_catalog(self) -> int:
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synced_count = self._ensure_core_finance_rule_asset_metadata()
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self._hide_deprecated_finance_rule_assets()
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self.db.flush()
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return synced_count
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def _ensure_core_finance_rule_asset_metadata(self) -> int:
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synced_count = 0
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synced_count += int(
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self._ensure_core_finance_rule_asset(
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code=COMPANY_TRAVEL_EXPENSE_RULE_CODE,
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scenario_category=COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
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finance_rule_sheet="差旅住宿费标准",
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expense_types=["travel", "hotel", "transport"],
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)
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)
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synced_count += int(
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self._ensure_core_finance_rule_asset(
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code=COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
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scenario_category=COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
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finance_rule_sheet="通信费报销标准",
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expense_types=["communication"],
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)
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)
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return synced_count
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def _ensure_core_finance_rule_asset(
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self,
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*,
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code: str,
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scenario_category: str,
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finance_rule_sheet: str,
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expense_types: list[str],
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) -> bool:
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asset = self.db.scalar(select(AgentAsset).where(AgentAsset.code == code))
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if asset is None:
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return False
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asset.scenario_json = [scenario_category]
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asset.config_json = {
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**(asset.config_json or {}),
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"enabled": True,
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"tag": "财务规则",
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"detail_mode": "spreadsheet",
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"rule_library": FINANCE_RULES_LIBRARY,
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"scenario_category": scenario_category,
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"ai_review_category": scenario_category,
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"finance_rule_code": code,
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"finance_rule_sheet": finance_rule_sheet,
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"expense_types": expense_types,
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"business_stage": ["expense_application", "reimbursement"],
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"budget_required": True,
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}
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return True
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def _hide_deprecated_finance_rule_assets(self) -> None:
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for code in DEPRECATED_FINANCE_RULE_CODES:
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asset = self.db.scalar(select(AgentAsset).where(AgentAsset.code == code))
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if asset is None:
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continue
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asset.status = AgentAssetStatus.DISABLED.value
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asset.scenario_json = ["已废弃"]
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replacement = DEPRECATED_FINANCE_RULE_REPLACEMENTS.get(code)
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deprecated_reason = (
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"交通/住宿细分并入公司差旅费报销规则，不再作为独立财务规则展示。"
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if replacement
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else (
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"该费用类型没有独立职务金额分档，额度控制转入预算中心，"
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"不再作为独立财务规则表展示。"
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)
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)
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asset.config_json = {
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**(asset.config_json or {}),
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"enabled": False,
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"tag": "废弃规则",
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"deprecated": True,
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"deprecated_reason": deprecated_reason,
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}
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if replacement:
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asset.config_json["replaced_by"] = replacement
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def _ensure_company_travel_rule_spreadsheet_seed(
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self,
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@@ -251,6 +300,8 @@ class AgentFoundationSpreadsheetMixin:
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fallback_sheet_name: str,
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workbook_sheets: list[tuple[str, list[list[object]]]] | None = None,
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):
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manager = AgentAssetSpreadsheetManager()
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@@ -271,6 +322,8 @@ class AgentFoundationSpreadsheetMixin:
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fallback_sheet_name=fallback_sheet_name,
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workbook_sheets=workbook_sheets,
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),
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actor_name=actor_name,
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@@ -379,6 +432,8 @@ class AgentFoundationSpreadsheetMixin:
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fallback_sheet_name: str,
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workbook_sheets: list[tuple[str, list[list[object]]]] | None = None,
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) -> bytes:
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live_key = (
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@@ -397,4 +452,8 @@ class AgentFoundationSpreadsheetMixin:
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return live_path.read_bytes()
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if workbook_sheets is not None:
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return AgentAssetSpreadsheetManager.build_rule_workbook(workbook_sheets)
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return AgentAssetSpreadsheetManager.build_blank_rule_workbook(fallback_sheet_name)
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