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
@@ -10,7 +10,12 @@ from sqlalchemy import create_engine
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from sqlalchemy.orm import Session, sessionmaker
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from sqlalchemy.pool import StaticPool
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from app.core.agent_enums import AgentAssetDomain, AgentAssetStatus, AgentReviewStatus
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from app.core.agent_enums import (
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AgentAssetDomain,
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AgentAssetStatus,
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AgentAssetType,
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AgentReviewStatus,
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)
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from app.db.base import Base
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from app.models.agent_asset import AgentAsset
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from app.models.employee import Employee
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@@ -27,6 +32,7 @@ from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
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from app.services.agent_asset_spreadsheet import RISK_RULES_LIBRARY
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from app.services.agent_assets import AgentAssetService
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from app.services.agent_foundation_risk_rules import AgentFoundationRiskRuleMixin
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from app.services.expense_claim_platform_risk import ExpenseClaimPlatformRiskMixin
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from app.services.risk_rule_flow_diagram import (
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RiskRuleFlowDiagramRenderer,
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RiskRuleFlowDiagramSpec,
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@@ -384,6 +390,92 @@ def test_platform_risk_sync_skips_natural_language_drafts() -> None:
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)
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def test_stale_demo_risk_rules_are_marked_deprecated() -> None:
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class FoundationRiskSyncProbe(AgentFoundationRiskRuleMixin):
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def __init__(self, db: Session) -> None:
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self.db = db
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with build_session() as db:
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stale_asset = AgentAsset(
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asset_type=AgentAssetType.RULE.value,
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code="risk.standard.training_per_capita_over_limit",
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name="培训费人均超标准",
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domain=AgentAssetDomain.EXPENSE.value,
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owner="风控与审计部",
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reviewer="顾承宇",
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status=AgentAssetStatus.ACTIVE.value,
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config_json={
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"enabled": True,
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"tag": "风险规则",
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"source_ref": "费用管控 Demo 风险规则库",
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},
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)
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kept_asset = AgentAsset(
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asset_type=AgentAssetType.RULE.value,
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code="risk.standard.software_contract_missing",
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name="软件服务费缺少合同",
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domain=AgentAssetDomain.EXPENSE.value,
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owner="风控与审计部",
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reviewer="顾承宇",
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status=AgentAssetStatus.ACTIVE.value,
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config_json={
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"enabled": True,
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"tag": "风险规则",
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"source_ref": "费用管控 Demo 风险规则库",
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},
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)
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db.add_all([stale_asset, kept_asset])
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db.flush()
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FoundationRiskSyncProbe(db)._hide_stale_demo_risk_rules(
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{"risk.standard.software_contract_missing"}
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)
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assert stale_asset.status == AgentAssetStatus.DISABLED.value
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assert stale_asset.config_json["tag"] == "废弃风险规则"
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assert stale_asset.config_json["enabled"] is False
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assert kept_asset.status == AgentAssetStatus.ACTIVE.value
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assert kept_asset.config_json["tag"] == "风险规则"
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def test_platform_risk_applies_to_chinese_expense_type_labels() -> None:
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class PlatformRiskProbe(ExpenseClaimPlatformRiskMixin):
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pass
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claim = ExpenseClaim(
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claim_no="TEST-MARKETING-RISK",
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employee_name="测试员工",
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department_name="市场部",
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expense_type="市场推广费",
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reason="品牌投放活动",
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amount=Decimal("20000.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime.now(UTC),
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status="draft",
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)
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manifest = {
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"applies_to": {
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"domains": ["expense"],
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"expense_types": ["marketing"],
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}
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}
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assert PlatformRiskProbe()._risk_manifest_applies_to_claim(
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manifest,
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claim=claim,
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contexts=[],
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)
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manifest["applies_to"]["expense_types"] = ["software"]
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assert not PlatformRiskProbe()._risk_manifest_applies_to_claim(
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manifest,
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claim=claim,
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contexts=[],
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)
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def test_risk_rule_flow_diagram_uses_risk_level_palette() -> None:
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renderer = RiskRuleFlowDiagramRenderer()
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@@ -449,7 +541,10 @@ def test_current_keyword_city_consistency_rule_hits_ticket_city_mismatch() -> No
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"attachment.route_cities",
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"item.item_location",
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],
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"natural_language": "差旅报销时，交通票或住宿票据中的城市必须与申报目的地一致；未说明绕行、跨城或改签原因时标记风险。",
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"natural_language": (
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"差旅报销时，交通票或住宿票据中的城市必须与申报目的地一致；"
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"未说明绕行、跨城或改签原因时标记风险。"
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),
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"condition_summary": "检查住宿城市、申报地点、行程城市是否一致",
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"keywords": ["绕行", "跨城", "改签", "变更"],
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},
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@@ -659,7 +754,10 @@ def test_travel_route_rule_hits_unexpected_intermediate_city_even_when_returning
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"home_city_fields": ["employee.location"],
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"exception_fields": ["claim.reason"],
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"exception_keywords": ["绕行", "跨城办事", "临时改签"],
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"condition_summary": "A=票据路线城市，B=申报城市，C=员工常驻地，A中出现B∪C之外城市则命中。",
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"condition_summary": (
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"A=票据路线城市，B=申报城市，C=员工常驻地，"
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"A中出现B∪C之外城市则命中。"
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),
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},
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"outcomes": {"fail": {"severity": "high"}},
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}
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@@ -700,7 +798,11 @@ def test_travel_route_rule_hits_unexpected_intermediate_city_even_when_returning
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"document_info": {
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"route_cities": ["上海", "北京", "武汉"],
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"fields": [
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{"key": "route_cities", "label": "行程城市", "value": ["上海", "北京", "武汉"]}
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{
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"key": "route_cities",
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"label": "行程城市",
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"value": ["上海", "北京", "武汉"],
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}
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],
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},
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"ocr_text": "上海 到 北京 到 武汉",
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