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feat: 新增预算后端服务与差旅风险规则库

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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
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271
web/src/views/scripts/BudgetCenterView.js
View File

@@ -1,12 +1,20 @@
import { computed, onMounted, ref, watch } from 'vue'
import BudgetTrendChart from '../../components/charts/BudgetTrendChart.vue'
import ConfirmDialog from '../../components/shared/ConfirmDialog.vue'
import { createBudgetAllocation, fetchBudgetSummary } from '../../services/budgets.js'
import { fetchEmployeeMeta } from '../../services/employees.js'
import {
canEditBudgetCenter,
canSwitchBudgetDepartments,
isBudgetMonitorUser,
isExecutiveUser
} from '../../utils/accessControl.js'
import {
BUDGET_CONTROL_ACTION_OPTIONS,
BUDGET_EXPENSE_TYPE_OPTIONS,
BUDGET_QUARTER_OPTIONS,
BUDGET_STATUS_OPTIONS,
BUDGET_VISIBLE_EXPENSE_TYPE_OPTIONS,
BUDGET_WARNING_OPTIONS,
BUDGET_YEAR_OPTIONS,
buildBudgetOntologyContext,
@@ -25,16 +33,9 @@ const FALLBACK_DEPARTMENTS = [
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' }
meal: { total: 420000, used: 168200, occupied: 118000, warning: 80, action: '管控' },
office: { total: 180000, used: 68500, occupied: 32000, warning: 70, action: '正常' }
}
const DEFAULT_EXPENSE_BUDGET = {
@@ -45,7 +46,7 @@ const DEFAULT_EXPENSE_BUDGET = {
action: '正常'
}
const EXPENSE_BLUEPRINTS = BUDGET_EXPENSE_TYPE_OPTIONS.map((option) => ({
const EXPENSE_BLUEPRINTS = BUDGET_VISIBLE_EXPENSE_TYPE_OPTIONS.map((option) => ({
...DEFAULT_EXPENSE_BUDGET,
...EXPENSE_BUDGET_SEED[option.value],
budgetSubjectCode: option.value,
@@ -68,6 +69,67 @@ const parseBudgetAmount = (value) => Number(String(value || '').replace(/[^\d.-]
const makeBudgetRowId = () => `budget-row-${Date.now()}-${Math.random().toString(16).slice(2)}`
const BUDGET_PAGE_SIZE_OPTIONS = [5, 10]
const normalizePeriodKey = (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 `${normalizedYear}${normalizedQuarter}`
}
const parsePercent = (value, fallback = 80) => {
const parsed = Number(String(value || '').replace(/[^\d.-]/g, ''))
return Number.isFinite(parsed) ? parsed : fallback
}
const resolveControlActionCode = (value) => {
if (value === BUDGET_CONTROL_ACTION_OPTIONS[0]) return 'allow'
if (value === BUDGET_CONTROL_ACTION_OPTIONS[1]) return 'warn'
if (value === BUDGET_CONTROL_ACTION_OPTIONS[2]) return 'block'
return String(value || '').trim() || 'block'
}
const resolveControlActionLabel = (value) => {
const normalized = String(value || '').trim().toLowerCase()
if (normalized === 'allow') return BUDGET_CONTROL_ACTION_OPTIONS[0]
if (normalized === 'warn') return BUDGET_CONTROL_ACTION_OPTIONS[1]
if (normalized === 'block') return BUDGET_CONTROL_ACTION_OPTIONS[2]
return value || BUDGET_CONTROL_ACTION_OPTIONS[2]
}
function normalizeBudgetAllocationRow(item) {
const balance = item?.balance || {}
const totalAmount = Number(balance.total_amount ?? item?.original_amount ?? 0)
const usedAmount = Number(balance.consumed_amount ?? 0)
const occupiedAmount = Number(balance.reserved_amount ?? 0)
const leftAmount = Number(balance.available_amount ?? 0)
const rate = Number(balance.usage_rate ?? 0)
const warning = parsePercent(item?.warning_threshold, 80)
const budgetSubjectCode = String(item?.subject_code || '').trim()
const expenseType = item?.subject_name || resolveBudgetExpenseTypeLabel(budgetSubjectCode, budgetSubjectCode)
return {
allocationId: item?.id || '',
budgetNo: item?.budget_no || '',
budgetSubjectCode,
expenseType,
totalAmount,
usedAmount,
occupiedAmount,
leftAmount,
rate,
rateTone: rate >= warning ? 'danger' : rate >= warning - 12 ? 'warn' : 'ok',
warning,
warningTone: warning >= 80 ? 'budget-warning-red' : 'budget-warning-yellow',
warningLine: `${warning}%`,
action: resolveControlActionLabel(item?.control_action),
total: currency(totalAmount),
used: currency(usedAmount),
occupied: currency(occupiedAmount),
left: currency(leftAmount)
}
}
function buildDepartmentRows(departmentCode) {
const seed = Array.from(String(departmentCode || '')).reduce(
(sum, char) => sum + char.charCodeAt(0),
@@ -119,10 +181,17 @@ function buildTrendData(rows) {
export default {
name: 'BudgetCenterView',
components: {
BudgetTrendChart
props: {
currentUser: {
type: Object,
default: () => ({})
}
},
setup() {
components: {
BudgetTrendChart,
ConfirmDialog
},
setup(props) {
const departments = ref(FALLBACK_DEPARTMENTS)
const activeDepartmentCode = ref(FALLBACK_DEPARTMENTS[0].code)
const departmentKeyword = ref('')
@@ -134,6 +203,10 @@ export default {
})
const budgetPage = ref(1)
const budgetPageSize = ref(5)
const budgetRows = ref([])
const budgetLoading = ref(false)
const budgetError = ref('')
const budgetSaving = ref(false)
const budgetEditOpen = ref(false)
const budgetEditForm = ref({
budgetYear: '2026',
@@ -147,15 +220,24 @@ export default {
budgetDescription: ''
})
const budgetEditRows = ref([])
const canEditBudget = computed(() => canEditBudgetCenter(props.currentUser))
const canSwitchDepartments = computed(() => canSwitchBudgetDepartments(props.currentUser))
const isDepartmentBudgetMonitor = computed(
() => isBudgetMonitorUser(props.currentUser) && !canSwitchDepartments.value && !isExecutiveUser(props.currentUser)
)
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 currentUserDepartmentName = computed(() =>
String(props.currentUser?.departmentName || props.currentUser?.department || '').trim()
)
const currentUserCostCenter = computed(() =>
String(props.currentUser?.costCenter || props.currentUser?.cost_center || '').trim()
)
const departmentRows = computed(() => budgetRows.value)
const filteredBudgetRows = computed(() =>
departmentRows.value
.filter((row) => filters.value.expenseType === '全部' || row.expenseType === filters.value.expenseType)
@@ -271,7 +353,13 @@ export default {
)
function buildEditableRows() {
return departmentRows.value.map((row) => ({
const rows = departmentRows.value.length ? departmentRows.value : EXPENSE_BLUEPRINTS.map((row) => ({
...row,
totalAmount: row.total || 0,
warning: row.warning || 80,
action: row.action || BUDGET_CONTROL_ACTION_OPTIONS[2]
}))
return rows.map((row) => ({
id: makeBudgetRowId(),
budgetSubject: row.expenseType,
budgetSubjectCode: row.budgetSubjectCode || '',
@@ -285,8 +373,8 @@ export default {
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]
BUDGET_VISIBLE_EXPENSE_TYPE_OPTIONS.find((item) => !usedCodes.has(item.value)) ||
BUDGET_VISIBLE_EXPENSE_TYPE_OPTIONS[0]
)
}
@@ -295,6 +383,7 @@ export default {
}
function openBudgetEditDialog() {
if (!canEditBudget.value) return
const department = activeDepartment.value
const budgetPeriod = formatBudgetPeriod(filters.value.year, filters.value.quarter)
budgetEditForm.value = {
@@ -329,9 +418,26 @@ export default {
})
}
const confirmDeleteOpen = ref(false)
const rowToDelete = ref(null)
function removeBudgetDetailRow(rowId) {
if (budgetEditRows.value.length <= 1) return
budgetEditRows.value = budgetEditRows.value.filter((row) => row.id !== rowId)
rowToDelete.value = rowId
confirmDeleteOpen.value = true
}
function confirmDeleteRow() {
if (rowToDelete.value !== null) {
budgetEditRows.value = budgetEditRows.value.filter((row) => row.id !== rowToDelete.value)
rowToDelete.value = null
}
confirmDeleteOpen.value = false
}
function cancelDeleteRow() {
rowToDelete.value = null
confirmDeleteOpen.value = false
}
function goToBudgetPage(page) {
@@ -342,14 +448,68 @@ export default {
goToBudgetPage(currentBudgetPage.value + direction)
}
function saveBudgetDraft() {
budgetEditForm.value.budgetStatus = '编制中'
closeBudgetEditDialog()
function buildBudgetPayloads(status) {
const department = activeDepartment.value || {}
return budgetEditRows.value.map((row) => ({
fiscal_year: Number(String(budgetEditForm.value.budgetYear || filters.value.year || '2026').replace(/[^\d]/g, '')),
period_type: 'quarter',
period_key: normalizePeriodKey(
budgetEditForm.value.budgetYear || filters.value.year,
budgetEditForm.value.budgetQuarter || filters.value.quarter
),
department_id: department.id || null,
department_name: department.name || '',
cost_center: budgetEditForm.value.costCenter || department.costCenter || '',
project_code: '',
subject_code: row.budgetSubjectCode || '',
subject_name: row.budgetSubject || resolveBudgetExpenseTypeLabel(row.budgetSubjectCode, row.budgetSubject),
original_amount: parseBudgetAmount(row.budgetAmount),
warning_threshold: parsePercent(row.warningThreshold, 80),
control_action: resolveControlActionCode(row.controlAction),
description: budgetEditForm.value.budgetDescription || status
}))
}
function publishBudget() {
budgetEditForm.value.budgetStatus = '已发布'
closeBudgetEditDialog()
async function saveBudgetRows(status) {
if (!canEditBudget.value) return
budgetSaving.value = true
try {
const payloads = buildBudgetPayloads(status)
for (const payload of payloads) {
await createBudgetAllocation(payload)
}
await loadBudgetData()
closeBudgetEditDialog()
} finally {
budgetSaving.value = false
}
}
function resolveScopedDepartments(options) {
if (!isDepartmentBudgetMonitor.value) {
return options
}
const userDepartment = currentUserDepartmentName.value
const userCostCenter = currentUserCostCenter.value
const scoped = options.filter((item) => {
if (userCostCenter && item.costCenter === userCostCenter) return true
return userDepartment && item.name === userDepartment
})
if (scoped.length) {
return scoped
}
return [
{
id: '',
code: userCostCenter || userDepartment || 'CURRENT-DEPARTMENT',
name: userDepartment || '当前部门',
costCenter: userCostCenter
}
]
}
async function loadDepartments() {
@@ -359,22 +519,53 @@ export default {
const nextDepartments = options
.filter((item) => item?.code && item?.name)
.map((item) => ({
id: String(item.id || ''),
code: String(item.code),
name: String(item.name),
costCenter: String(item.costCenter || '')
}))
const scopedDepartments = resolveScopedDepartments(nextDepartments)
if (nextDepartments.length) {
departments.value = nextDepartments
if (!nextDepartments.some((item) => item.code === activeDepartmentCode.value)) {
activeDepartmentCode.value = nextDepartments[0].code
if (scopedDepartments.length) {
departments.value = scopedDepartments
if (!scopedDepartments.some((item) => item.code === activeDepartmentCode.value)) {
activeDepartmentCode.value = scopedDepartments[0].code
}
}
await loadBudgetData()
} catch (error) {
console.warn('Failed to load budget departments from employee meta:', error)
await loadBudgetData()
}
}
async function loadBudgetData() {
const department = activeDepartment.value || {}
budgetLoading.value = true
budgetError.value = ''
try {
const payload = await fetchBudgetSummary({
year: filters.value.year,
period: normalizePeriodKey(filters.value.year, filters.value.quarter),
department_id: department.id || '',
cost_center: department.costCenter || ''
})
const allocations = Array.isArray(payload?.allocations) ? payload.allocations : []
budgetRows.value = allocations.map(normalizeBudgetAllocationRow)
} catch (error) {
budgetError.value = error?.message || 'Failed to load budget data'
budgetRows.value = []
console.warn('Failed to load budget data:', error)
} finally {
budgetLoading.value = false
}
}
async function publishBudgetAction() {
budgetEditForm.value.budgetStatus = BUDGET_STATUS_OPTIONS[1]
await saveBudgetRows('published')
}
onMounted(() => {
void loadDepartments()
})
@@ -393,6 +584,13 @@ export default {
}
)
watch(
[activeDepartmentCode, () => filters.value.year, () => filters.value.quarter],
() => {
void loadBudgetData()
}
)
watch(totalBudgetPages, (pages) => {
if (budgetPage.value > pages) {
budgetPage.value = pages
@@ -407,25 +605,32 @@ export default {
budgetEditOpen,
budgetEditRows,
budgetEditTotal,
budgetError,
budgetLoading,
budgetMetrics,
budgetOntologyContext,
budgetPage: currentBudgetPage,
budgetPageNumbers,
budgetPageSize,
budgetPageSizeOptions: BUDGET_PAGE_SIZE_OPTIONS,
canEditBudget,
canSwitchDepartments,
closeBudgetEditDialog,
controlActionOptions: BUDGET_CONTROL_ACTION_OPTIONS,
changeBudgetPage,
departmentKeyword,
departments,
expenseTypeOptions: BUDGET_EXPENSE_TYPE_OPTIONS,
expenseTypeOptions: BUDGET_VISIBLE_EXPENSE_TYPE_OPTIONS,
expenseTypes: ['全部', ...EXPENSE_BLUEPRINTS.map((item) => item.expenseType)],
filters,
openBudgetEditDialog,
quarters: BUDGET_QUARTER_OPTIONS,
publishBudget,
addBudgetDetailRow,
removeBudgetDetailRow,
saveBudgetDraft,
confirmDeleteOpen,
confirmDeleteRow,
cancelDeleteRow,
publishBudget: publishBudgetAction,
statusOptions: BUDGET_STATUS_OPTIONS,
statuses: ['全部', '正常', '预警', '管控'],
syncBudgetRowSubject,