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29 Commits

Author SHA1 Message Date
caoxiaozhu
2908dda024 fix(reimbursement): harden assistant draft and claim cleanup 2026-05-21 23:52:34 +08:00
caoxiaozhu
e701fa01da feat: 增强差旅报销审核流程与票据智能推理 
优化本体解析和编排器的差旅场景处理能力，完善报销单草稿
保存和费用明细同步逻辑，前端报销创建页面增加行程推理和
票据审核交互，新增助手会话快照工具函数，补充单元测试。
 2026-05-21 16:09:47 +08:00
caoxiaozhu
f28d7e6d16 feat: 完善差旅票据行程提取与费用明细回填逻辑 
增强文档智能识别的票据场景关键词和字段提取能力，优化
会话关联草稿报销单的解析路径，修复费用明细合并和票据
去重边界问题，前端改进报销创建和审批详情交互，补充单
元测试覆盖。
 2026-05-21 14:24:51 +08:00
caoxiaozhu
b183b0bd5e feat: 细化差旅票据费用明细分类并自动计算出差补贴 
将差旅费用明细拆分为火车票、机票、住宿票、乘车等细分类
型，根据票据字段自动生成行程/事由描述，结合规则引擎自
动计算出差补贴金额，前端适配费用明细编辑和差旅票据审
核交互，补充单元测试覆盖。
 2026-05-21 10:57:06 +08:00
caoxiaozhu
8f65661809 feat: 增加差旅报销标准测算和财务终审流程 
新增差旅报销测算接口及 Spreadsheet 规则解析，审批流程拆分
直属领导审批与财务终审两阶段并细分权限，修复 PDF 文本层
缺失时自动回退 OCR，提交后清理关联会话，前端适配审批流
交互并补充单元测试。
 2026-05-21 09:28:33 +08:00
caoxiaozhu
002bf4f756 feat: 完善报销单审批流程及退回原因追踪 
新增直属领导审批通过接口和审批待办列表查询，报销单退回
支持原因码分类和审批环节标记，优化票据附件去重和路径
回退查找，前端新增退回原因对话框、审批收件箱和工作台
图标组件，补充工具函数和单元测试覆盖。
 2026-05-20 21:00:47 +08:00
caoxiaozhu
d7e98a58b9 feat: 增强员工管理与报销单全流程功能 
- 新增员工Excel导入服务(employee_spreadsheet)及导入/导出API端点
- 员工服务增加批量创建、邮箱唯一校验、组织架构关联等能力
- 报销单提交补充身份回填、部门信息透传及预审结果展示优化
- 认证流程增加部门信息(departmentName)并在schema中同步扩展
- 用户Agent服务增加部门关联与报销单回填逻辑
- 前端员工管理页面全面重构，新增导入导出、搜索过滤、分页等功能
- 前端审批中心、审计、差旅报销等视图交互与样式优化
- 新增TableLoadingState共享组件及员工导入测试用例
 2026-05-20 14:21:56 +08:00
caoxiaozhu
57957d11a0 feat: 重构报销单AI预审流程并添加平台风险规则引擎 
- 将AI验审改为AI预审，高风险不再拦截而是随单流转给审批人复核
- 新增平台风险规则评估引擎，支持事由过短、票据异常、重复发票等多种评估器
- 用户上下文增加部门信息(department_name)，认证流程同步关联组织架构
- 规则scenario_json改为中文标签(差旅/费用科目)，统一场景分类
- 新增orchestrator审核流程测试用例
- 前端更新审计视图、差旅报销等相关页面
 2026-05-20 09:36:01 +08:00
caoxiaozhu
2574bc81d1 chore: 更新个人工作台和差旅报销相关功能 2026-05-19 17:24:13 +00:00
caoxiaozhu
54ffef66d3 feat: 添加风险规则及 agent assets 功能增强 2026-05-19 16:19:03 +00:00
caoxiaozhu
9472813739 refactor: 重构 AuditView 和 TravelReimbursementCreateView 相关代码 
- 优化 agent_assets、agent_foundation、user_agent 服务层结构
- 更新 AuditView 视图和脚本
- 更新 TravelReimbursementCreateView 脚本

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
 2026-05-19 20:23:58 +08:00
caoxiaozhu
35a3783481 feat: 更新 user_agent 服务，增强用户代理功能 2026-05-18 02:50:32 +00:00
caoxiaozhu
68f663f2f4 feat: 重构知识库系统，移除Hermes集成，增强RAG和同步功能 
主要变更:
- 移除Hermes智能体及相关回调服务
- 新增知识库RAG、同步、调度、规范化和索引任务服务
- 重构orchestrator服务，增强运行时聊天功能
- 更新前端聊天、政策制度、设置等页面样式和逻辑
- 更新expense_claims和document_intelligence服务
- 删除llm_wiki相关服务和测试文件
- 更新docker-compose配置和启动脚本
 2026-05-17 08:38:41 +00:00
caoxiaozhu
212c935308 feat: 集成Hermes智能体系统，增强聊天和差旅报销功能 2026-05-16 06:14:08 +00:00
caoxiaozhu
511337df95 feat(server): 更新用户代理服务，新增编排器服务测试用例，完善服务编排能力 2026-05-15 06:56:26 +00:00
caoxiaozhu
ad16358e71 feat(server): 更新用户代理服务架构，增强用户行为追踪和会话管理功能，包含schema、service和单元测试 2026-05-14 15:42:33 +00:00
caoxiaozhu
dbf6c36c65 feat(server): 重构用户代理服务模块，优化用户行为跟踪和代理逻辑 2026-05-14 12:33:58 +00:00
caoxiaozhu
bac3f00ae4 feat(server): 新增运行时聊天服务和用户代理服务，支持智能对话和用户行为分析 2026-05-14 09:32:49 +00:00
caoxiaozhu
44b2838a12 refactor(backend): update service layers 
- services/agent_conversations.py: update agent conversations service
- services/agent_foundation.py: update agent foundation service
- services/orchestrator.py: update orchestrator service
- services/user_agent.py: update user agent service
 2026-05-13 15:31:04 +00:00
caoxiaozhu
bc7aff8858 refactor(backend): update user agent service and tests 
- services/user_agent.py: update user agent service
- tests/test_orchestrator_service.py: update orchestrator tests
 2026-05-13 13:18:05 +00:00
caoxiaozhu
70cff69b7f refactor(backend): update orchestrator endpoint and services 
- endpoints/orchestrator.py: update orchestrator API endpoint
- services/agent_conversations.py: update agent conversations service
- services/orchestrator.py: update orchestrator service
- services/user_agent.py: update user agent service
 2026-05-13 13:06:52 +00:00
caoxiaozhu
6317fc0ccd refactor(backend): update reimbursement and related services 
- endpoints/reimbursements.py: update reimbursement API endpoint
- schemas/reimbursement.py: update reimbursement data schemas
- services/expense_claims.py: update expense claims service
- services/ontology.py: update ontology service
- services/user_agent.py: update user agent service
 2026-05-13 06:45:04 +00:00
caoxiaozhu
4db5e8ec16 refactor(backend): update services and tests 
- services/expense_claims.py: update expense claims service
- services/user_agent.py: update user agent service
- tests/test_orchestrator_service.py: update orchestrator service tests
- tests/test_user_agent_service.py: update user agent service tests
 2026-05-13 03:39:41 +00:00
caoxiaozhu
4d9b071e37 refactor(backend): update service layers 
- services/ontology.py: update ontology service logic
- services/user_agent.py: update user agent service logic
 2026-05-12 15:12:57 +00:00
caoxiaozhu
a3d40ad9f5 refactor(backend): update service layers 
- services/ontology.py: update ontology service logic
- services/orchestrator.py: update orchestrator service logic
- services/user_agent.py: update user agent service logic
 2026-05-12 07:19:21 +00:00
caoxiaozhu
5a66e98fc8 refactor(backend): update user_agent schema and service 
- schemas/user_agent.py: update user agent data schemas
- services/user_agent.py: update user agent service logic
 2026-05-12 06:40:59 +00:00
caoxiaozhu
01df3452fd refactor(backend): update and add service layers 
- services/ontology.py: update ontology service
- services/orchestrator.py: update orchestrator service
- services/user_agent.py: update user agent service
- services/settings.py: update settings service
- services/expense_claims.py: update expense claims service
- services/agent_conversations.py: add new agent conversations service
 2026-05-12 06:36:09 +00:00
caoxiaozhu
ca29025063 refactor(backend): update services and register OCR router 
- router.py: register ocr_router with OCR tag
- ontology.py: update ontology service logic
- orchestrator.py: update orchestrator service logic
- user_agent.py: update user agent schema and service
- schemas/user_agent.py: update user agent data schemas
 2026-05-12 03:03:15 +00:00
caoxiaozhu
22d47cbf2b feat(backend): add ontology and orchestrator API endpoints 
New endpoints:
- server/src/app/api/v1/endpoints/ontology.py: ontology API
- server/src/app/api/v1/endpoints/orchestrator.py: orchestrator API

New schemas:
- server/src/app/schemas/ontology.py: ontology data schemas
- server/src/app/schemas/orchestrator.py: orchestrator data schemas
- server/src/app/schemas/user_agent.py: user agent data schemas

New services:
- server/src/app/services/ontology.py: ontology business logic
- server/src/app/services/orchestrator.py: orchestrator business logic
- server/src/app/services/runtime_chat.py: runtime chat service
- server/src/app/services/user_agent.py: user agent service

New tests:
- server/tests/test_ontology_service.py
- server/tests/test_orchestrator_service.py
- server/tests/test_user_agent_service.py
 2026-05-12 01:24:39 +00:00