e124e4bbcb
- 重构报销状态注册表、审批流路由与平台风险标记 - 完善管家意图规划器与模型计划构建器全链路 - 新增 OCR Worker 脚本、数据库会话管理与通知状态 - 优化文档中心、日志视图、预算中心与员工管理交互 - 增强工作台摘要、图标资源与全局主题样式 - 补充审批路由、状态注册、OCR 服务与管家规划器测试覆盖
251 lines
12 KiB
Python
251 lines
12 KiB
Python
from __future__ import annotations
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import uuid
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from datetime import UTC, datetime
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from decimal import Decimal
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from typing import Any
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from sqlalchemy import or_, select
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from app.models.financial_record import ExpenseClaim
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from app.services.expense_claim_risk_stage import with_risk_business_stage
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from app.services.expense_claim_workflow_constants import APPLICATION_ARCHIVE_STAGE
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APPLICATION_REIMBURSEMENT_TYPE_MAP = {
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"travel_application": "travel",
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"purchase_application": "office",
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"meeting_application": "meeting",
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"expense_application": "other",
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"application": "other",
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}
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APPLICATION_LINK_FLAG_SOURCES = {"application_handoff", "application_link"}
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class ExpenseClaimApplicationHandoffMixin:
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@staticmethod
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def _resolve_reimbursement_type_from_application(expense_type: str | None) -> str:
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normalized = str(expense_type or "").strip().lower()
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if normalized in APPLICATION_REIMBURSEMENT_TYPE_MAP:
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return APPLICATION_REIMBURSEMENT_TYPE_MAP[normalized]
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if normalized.endswith("_application"):
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return normalized.removesuffix("_application") or "other"
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return normalized or "other"
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@staticmethod
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def _resolve_application_detail(application_claim: ExpenseClaim) -> dict[str, str]:
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for flag in list(application_claim.risk_flags_json or []):
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if not isinstance(flag, dict) or str(flag.get("source") or "").strip() != "application_detail":
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continue
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detail = flag.get("application_detail") or flag.get("applicationDetail") or {}
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if isinstance(detail, dict):
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return {str(key): str(value or "").strip() for key, value in detail.items()}
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return {}
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@staticmethod
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def _build_application_handoff_detail(application_claim: ExpenseClaim) -> dict[str, str]:
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detail = ExpenseClaimApplicationHandoffMixin._resolve_application_detail(application_claim)
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application_time = str(detail.get("time") or "").strip()
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if not application_time and application_claim.occurred_at is not None:
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application_time = application_claim.occurred_at.isoformat()
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application_amount = str(detail.get("amount") or "").strip()
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if not application_amount:
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application_amount = str(application_claim.amount or Decimal("0.00"))
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return {
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"application_type": str(detail.get("application_type") or application_claim.expense_type or "").strip(),
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"application_content": " / ".join(
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item
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for item in [
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str(detail.get("application_type") or application_claim.expense_type or "").strip(),
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str(detail.get("location") or application_claim.location or "").strip(),
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]
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if item
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),
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"application_reason": str(detail.get("reason") or application_claim.reason or "").strip(),
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"application_days": str(detail.get("days") or "").strip(),
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"application_location": str(detail.get("location") or application_claim.location or "").strip(),
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"application_amount": application_amount,
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"application_time": application_time,
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"application_transport_mode": str(detail.get("transport_mode") or "").strip(),
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"application_lodging_daily_cap": str(detail.get("lodging_daily_cap") or "").strip(),
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"application_subsidy_daily_cap": str(detail.get("subsidy_daily_cap") or "").strip(),
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"application_transport_policy": str(detail.get("transport_policy") or "").strip(),
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"application_policy_estimate": str(detail.get("policy_estimate") or "").strip(),
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"application_rule_name": str(detail.get("rule_name") or "").strip(),
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"application_rule_version": str(detail.get("rule_version") or "").strip(),
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}
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def _create_reimbursement_draft_from_application(
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self,
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*,
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application_claim: ExpenseClaim,
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approval_flag: dict[str, Any],
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operator: str,
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) -> ExpenseClaim:
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occurred_at = application_claim.occurred_at or datetime.now(UTC)
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created_at = datetime.now(UTC)
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draft_claim = ExpenseClaim(
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claim_no=self._generate_claim_no(occurred_at),
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employee_id=application_claim.employee_id,
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employee_name=application_claim.employee_name,
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department_id=application_claim.department_id,
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department_name=application_claim.department_name,
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project_code=application_claim.project_code,
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expense_type=self._resolve_reimbursement_type_from_application(application_claim.expense_type),
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reason=application_claim.reason,
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location=application_claim.location,
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amount=application_claim.amount or Decimal("0.00"),
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currency=application_claim.currency or "CNY",
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invoice_count=0,
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occurred_at=occurred_at,
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submitted_at=None,
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status="draft",
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approval_stage="待提交",
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risk_flags_json=[
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{
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"source": "application_handoff",
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"event_type": "expense_application_to_reimbursement_draft",
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"handoff_event_id": str(uuid.uuid4()),
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"severity": "info",
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"label": "申请转报销草稿",
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"message": (
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f"费用申请 {application_claim.claim_no} 已由 {operator} 确认审核，"
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"系统已生成报销草稿。"
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),
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"application_claim_id": application_claim.id,
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"application_claim_no": application_claim.claim_no,
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"application_budget_amount": str(application_claim.amount or Decimal("0.00")),
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"application_detail": self._build_application_handoff_detail(application_claim),
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"application_approval_event_id": str(approval_flag.get("approval_event_id") or ""),
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"leader_opinion": str(
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approval_flag.get("leader_opinion") or approval_flag.get("opinion") or ""
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).strip(),
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"budget_opinion": str(approval_flag.get("budget_opinion") or "").strip(),
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"created_at": created_at.isoformat(),
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}
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],
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)
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self.db.add(draft_claim)
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self.db.flush()
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approval_flag["generated_draft_claim_id"] = draft_claim.id
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approval_flag["generated_draft_claim_no"] = draft_claim.claim_no
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approval_flag["handoff_event_type"] = "expense_application_to_reimbursement_draft"
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approval_flag["handoff_message"] = f"已生成报销草稿 {draft_claim.claim_no}。"
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return draft_claim
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@staticmethod
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def _collect_application_references_from_reimbursement(claim: ExpenseClaim) -> tuple[set[str], set[str]]:
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application_ids: set[str] = set()
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application_nos: set[str] = set()
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for flag in list(claim.risk_flags_json or []):
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if not isinstance(flag, dict):
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continue
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source = str(flag.get("source") or "").strip()
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has_application_reference = any(
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str(flag.get(key) or "").strip()
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for key in (
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"application_claim_id",
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"applicationClaimId",
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"application_claim_no",
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"applicationClaimNo",
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)
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)
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if source not in APPLICATION_LINK_FLAG_SOURCES and not has_application_reference:
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continue
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application_id = str(flag.get("application_claim_id") or flag.get("applicationClaimId") or "").strip()
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application_no = str(flag.get("application_claim_no") or flag.get("applicationClaimNo") or "").strip()
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if application_id:
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application_ids.add(application_id)
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if application_no:
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application_nos.add(application_no)
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return application_ids, application_nos
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def _find_linked_application_claims(self, reimbursement_claim: ExpenseClaim) -> list[ExpenseClaim]:
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application_ids, application_nos = self._collect_application_references_from_reimbursement(reimbursement_claim)
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conditions = []
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if application_ids:
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conditions.append(ExpenseClaim.id.in_(application_ids))
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if application_nos:
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conditions.append(ExpenseClaim.claim_no.in_(application_nos))
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if not conditions:
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return []
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claims = list(self.db.scalars(select(ExpenseClaim).where(or_(*conditions))).all())
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return [claim for claim in claims if self._is_expense_application_claim(claim)]
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def _archive_linked_applications_after_reimbursement_paid(
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self,
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*,
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reimbursement_claim: ExpenseClaim,
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payment_flag: dict[str, Any],
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operator: str,
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current_user: Any,
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) -> list[dict[str, str]]:
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archived_applications: list[dict[str, str]] = []
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payment_event_id = str(payment_flag.get("payment_event_id") or "").strip()
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for application_claim in self._find_linked_application_claims(reimbursement_claim):
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previous_status = str(application_claim.status or "").strip()
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previous_stage = str(application_claim.approval_stage or "").strip()
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if previous_stage == APPLICATION_ARCHIVE_STAGE:
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continue
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normalized_status = previous_status.lower()
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if normalized_status not in {"approved", "completed"}:
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continue
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before_json = self._serialize_claim(application_claim)
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archive_flag = with_risk_business_stage(
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{
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"source": "application_archive_sync",
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"event_type": "expense_application_archived_by_reimbursement",
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"archive_event_id": str(uuid.uuid4()),
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"severity": "info",
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"label": "申请归档",
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"message": (
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f"关联报销单 {reimbursement_claim.claim_no} 已完成付款，"
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"系统同步将申请单归档。"
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),
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"operator": operator,
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"operator_username": getattr(current_user, "username", ""),
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"operator_role_codes": [
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str(item).strip().lower()
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for item in getattr(current_user, "role_codes", [])
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if str(item).strip()
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],
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"application_claim_id": application_claim.id,
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"application_claim_no": application_claim.claim_no,
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"reimbursement_claim_id": reimbursement_claim.id,
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"reimbursement_claim_no": reimbursement_claim.claim_no,
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"payment_event_id": payment_event_id,
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"previous_status": previous_status,
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"previous_approval_stage": previous_stage,
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"next_status": "approved",
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"next_approval_stage": APPLICATION_ARCHIVE_STAGE,
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"created_at": datetime.now(UTC).isoformat(),
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},
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"expense_application",
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)
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application_claim.status = "approved"
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application_claim.approval_stage = APPLICATION_ARCHIVE_STAGE
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application_claim.risk_flags_json = [*list(application_claim.risk_flags_json or []), archive_flag]
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archived_applications.append(
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{
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"application_claim_id": application_claim.id,
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"application_claim_no": str(application_claim.claim_no or "").strip(),
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"next_approval_stage": APPLICATION_ARCHIVE_STAGE,
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}
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)
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self.audit_service.log_action(
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actor=operator,
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action="expense_application.archive_by_reimbursement",
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resource_type="expense_claim",
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resource_id=application_claim.id,
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before_json=before_json,
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after_json=self._serialize_claim(application_claim),
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)
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return archived_applications
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