feat(ai): add tenant-safe hierarchical expense learning

server/src/app/services/user_agent_application.py

@@ -31,7 +31,11 @@ from app.services.expense_application_draft_events import (
     ExpenseApplicationDraftEventService,
 )
 from app.services.expense_application_learning import ExpenseApplicationLearningService
+from app.services.expense_cases import ExpenseCaseService
 from app.services.expense_claim_access_policy import ExpenseClaimAccessPolicy
+from app.services.expense_claim_historical_evidence import (
+    build_user_agent_historical_evidence_notice,
+)
 from app.services.expense_claim_risk_stage import with_risk_business_stage
 from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
 from app.services.user_agent_application_dates import (
@@ -884,6 +888,12 @@ class UserAgentApplicationPersistenceMixin:
                     if existing is not None:
                         return existing
                 raise
+            # 非默认租户的费用单必须先建立 tenant-scoped Case Link，后续
+            # submit_claim() 的访问策略才能在同一事务内重新查询到刚创建的记录。
+            ExpenseCaseService(self.db).ensure_case_for_claim(
+                claim,
+                tenant_id=current_user.tenant_id,
+            )
             if not submit:
                 _, draft_event = draft_event_service.record(
                     payload,
@@ -1349,6 +1359,9 @@ class UserAgentApplicationMixin(UserAgentApplicationSlotMixin, UserAgentApplicat
                 facts["application_no"] = application_claim.claim_no
                 facts["application_claim_id"] = application_claim.id
                 facts["manager_name"] = self._resolve_application_manager_name(payload, application_claim)
+                facts["historical_case_evidence_notice"] = (
+                    build_user_agent_historical_evidence_notice(application_claim)
+                )
         return UserAgentResponse(
             answer=self._build_expense_application_answer(payload, facts=facts, step=step),
             citations=[],
@@ -1417,6 +1430,9 @@ class UserAgentApplicationMixin(UserAgentApplicationSlotMixin, UserAgentApplicat
         if step == "submitted":
             application_no = str(facts.get("application_no") or "").strip() or self._build_application_claim_no(payload, facts)
             manager_name = str(facts.get("manager_name") or "").strip() or "直属领导"
+            historical_notice = str(
+                facts.get("historical_case_evidence_notice") or ""
+            ).strip()
             submitted_title = (
                 "申请单据已修改并重新提交，已进入审批流程。"
                 if str(facts.get("application_edit_mode") or "").strip().lower() == "true"
@@ -1427,6 +1443,7 @@ class UserAgentApplicationMixin(UserAgentApplicationSlotMixin, UserAgentApplicat
                     submitted_title,
                     f"系统已推送给 {manager_name} 审核，当前节点：{manager_name}审核中。",
                     f"申请单号：{application_no}",
+                    *([historical_notice] if historical_notice else []),
                     "下方是简要单据信息。需要查看完整详情时，请点击快捷方式进入单据详情。",
                 ]
             )