9f7b8b46a3
Align planner, runtime rules, and policy assets so travel guidance matches the updated reimbursement workflow.
313 lines
12 KiB
Python
313 lines
12 KiB
Python
from __future__ import annotations
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import re
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from typing import Any
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EXPENSE_RULE_CODE_BLOCK_PATTERN = re.compile(r"```expense-rule\s*(\{.*?\})\s*```", re.DOTALL)
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DOCUMENT_TYPE_LABELS = {
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"flight_itinerary": "机票/航班行程单",
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"train_ticket": "火车/高铁票",
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"ship_ticket": "轮船票",
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"hotel_invoice": "酒店住宿票据",
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"taxi_receipt": "出租车/网约车票据",
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"parking_toll_receipt": "停车/通行费票据",
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"meal_receipt": "餐饮票据",
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"office_invoice": "办公用品票据",
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"meeting_invoice": "会议/会务票据",
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"training_invoice": "培训票据",
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"vat_invoice": "增值税发票",
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"receipt": "一般收据/凭证",
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"other": "其他单据",
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}
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SCENE_LABELS = {
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"travel": "差旅",
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"hotel": "住宿",
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"transport": "交通",
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"meal": "业务招待",
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"entertainment": "业务招待",
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"office": "办公用品",
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"meeting": "会务",
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"training": "培训",
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"communication": "通讯",
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"welfare": "福利",
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"other": "其他",
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}
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DEFAULT_SCENE_RULE_ASSET_CODE = "rule.expense.scene_submission_standard"
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DEFAULT_TRAVEL_RULE_ASSET_CODE = "rule.expense.travel_risk_control_standard"
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DEFAULT_SCENE_MATRIX_CONFIG: dict[str, Any] = {
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"kind": "scene_matrix",
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"version": 1,
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"scenes": {
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"travel": {
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"label": "差旅费",
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"location_required": True,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["travel"],
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"allowed_document_types": ["flight_itinerary", "train_ticket"],
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"attachment_mismatch_severity": "high",
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},
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"hotel": {
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"label": "住宿费",
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"location_required": False,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["hotel"],
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"allowed_document_types": ["hotel_invoice", "vat_invoice", "receipt"],
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"attachment_mismatch_severity": "high",
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},
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"transport": {
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"label": "交通费",
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"location_required": False,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["transport"],
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"allowed_document_types": ["taxi_receipt", "parking_toll_receipt", "vat_invoice", "receipt"],
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"attachment_mismatch_severity": "high",
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"item_amount_limit": {
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"scope": "item_amount",
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"warn_amount": "300.00",
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"block_amount": "800.00",
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"exception_keywords": ["跨城", "夜间", "应急", "无公共交通", "机场", "火车站", "超标说明"],
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"metric_label": "单笔交通金额",
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},
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},
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"meal": {
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"label": "业务招待费",
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"location_required": False,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["meal"],
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"allowed_document_types": ["meal_receipt", "vat_invoice", "receipt"],
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"attachment_mismatch_severity": "high",
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"claim_amount_limit": {
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"scope": "claim_total",
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"warn_amount": "300.00",
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"block_amount": "800.00",
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"exception_keywords": ["客户接待", "团队活动", "加班", "展会", "超标说明"],
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"metric_label": "业务招待费合计",
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},
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},
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"entertainment": {
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"label": "业务招待费",
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"location_required": True,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["meal"],
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"allowed_document_types": ["meal_receipt", "vat_invoice", "receipt"],
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"attachment_mismatch_severity": "high",
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"claim_amount_limit": {
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"scope": "claim_total",
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"warn_amount": "2000.00",
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"block_amount": "5000.00",
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"exception_keywords": ["重要客户", "商务宴请", "项目签约", "超标说明"],
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"metric_label": "招待费合计",
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},
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},
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"office": {
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"label": "办公用品费",
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"location_required": False,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["office"],
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"allowed_document_types": ["office_invoice", "vat_invoice", "receipt"],
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"attachment_mismatch_severity": "high",
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"claim_amount_limit": {
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"scope": "claim_total",
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"warn_amount": "1500.00",
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"block_amount": "5000.00",
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"exception_keywords": ["批量采购", "固定资产", "部门集中采购", "超标说明"],
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"metric_label": "办公用品费合计",
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},
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},
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"meeting": {
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"label": "会务费",
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"location_required": True,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["meeting"],
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"allowed_document_types": ["meeting_invoice", "vat_invoice", "receipt"],
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"attachment_mismatch_severity": "high",
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"claim_amount_limit": {
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"scope": "claim_total",
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"warn_amount": "5000.00",
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"block_amount": "30000.00",
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"exception_keywords": ["大型会议", "外部场地", "超标说明"],
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"metric_label": "会务费合计",
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},
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},
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"training": {
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"label": "培训费",
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"location_required": False,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["training"],
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"allowed_document_types": ["training_invoice", "vat_invoice", "receipt"],
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"attachment_mismatch_severity": "high",
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"claim_amount_limit": {
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"scope": "claim_total",
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"warn_amount": "3000.00",
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"block_amount": "15000.00",
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"exception_keywords": ["认证考试", "外部培训", "超标说明"],
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"metric_label": "培训费合计",
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},
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},
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"communication": {
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"label": "通讯费",
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"location_required": False,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["other"],
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"allowed_document_types": ["vat_invoice", "receipt"],
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"attachment_mismatch_severity": "medium",
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"claim_amount_limit": {
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"scope": "claim_total",
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"warn_amount": "300.00",
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"block_amount": "1000.00",
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"exception_keywords": ["国际漫游", "专项通信", "超标说明"],
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"metric_label": "通讯费合计",
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},
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},
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"welfare": {
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"label": "福利费",
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"location_required": False,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["other"],
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"allowed_document_types": ["vat_invoice", "receipt"],
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"attachment_mismatch_severity": "medium",
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"claim_amount_limit": {
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"scope": "claim_total",
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"warn_amount": "1000.00",
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"block_amount": "5000.00",
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"exception_keywords": ["节日福利", "团队活动", "员工关怀", "超标说明"],
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"metric_label": "福利费合计",
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},
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},
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"other": {
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"label": "其他费用",
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"location_required": False,
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"min_attachment_count": 1,
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"allowed_scene_codes": ["other"],
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"allowed_document_types": ["vat_invoice", "receipt"],
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"attachment_mismatch_severity": "medium",
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"always_warn": True,
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"always_warn_message": "其他费用默认进入人工重点复核，请补充清晰用途说明并由审批人重点确认。",
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"claim_amount_limit": {
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"scope": "claim_total",
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"warn_amount": "1000.00",
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"block_amount": "3000.00",
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"exception_keywords": ["特殊事项", "临时采购", "超标说明"],
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"metric_label": "其他费用合计",
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},
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},
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},
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}
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DEFAULT_TRAVEL_POLICY_CONFIG: dict[str, Any] = {
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"kind": "travel_policy",
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"version": 1,
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"relevant_expense_types": ["travel", "hotel", "transport"],
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"long_distance_document_types": ["flight_itinerary", "train_ticket"],
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"route_exception_keywords": [
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"中转",
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"转机",
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"经停",
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"改签",
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"多地出差",
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"多城市",
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"多站",
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"异地返程",
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"异地结束",
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"临时变更",
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"继续前往",
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"第二站",
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],
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"standard_exception_keywords": [
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"超标说明",
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"无直达",
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"展会高峰",
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"会议高峰",
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"协议酒店满房",
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"客户指定",
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"临时改签",
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"行程变更",
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"红眼航班",
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"晚到店",
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],
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"band_labels": {
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"P0": "P0 实习/见习",
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"P1": "P1 基础员工",
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"P2": "P2 初级员工",
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"P3": "P3 普通员工",
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"P4": "P4 资深员工/主管",
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"P5": "P5 基层经理",
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"P6": "P6 中层经理",
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"P7": "P7 高层经理",
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"P8": "P8 董事会",
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},
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"city_tiers": {
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"北京": "tier_1",
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"上海": "tier_1",
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"广州": "tier_1",
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"深圳": "tier_1",
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"杭州": "tier_2",
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"南京": "tier_2",
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"苏州": "tier_2",
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"武汉": "tier_2",
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"成都": "tier_2",
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"重庆": "tier_2",
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"西安": "tier_2",
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"天津": "tier_2",
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"宁波": "tier_2",
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"厦门": "tier_2",
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"青岛": "tier_2",
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"长沙": "tier_2",
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"郑州": "tier_2",
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"合肥": "tier_2",
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"济南": "tier_2",
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"沈阳": "tier_2",
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"大连": "tier_2",
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"福州": "tier_2",
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"昆明": "tier_2",
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"海口": "tier_2",
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"三亚": "tier_2",
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"无锡": "tier_2",
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"东莞": "tier_2",
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"佛山": "tier_2",
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},
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"hotel_limits": {
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"P0": {"tier_1": "450.00", "tier_2": "380.00", "tier_3": "320.00"},
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"P1": {"tier_1": "450.00", "tier_2": "380.00", "tier_3": "320.00"},
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"P2": {"tier_1": "450.00", "tier_2": "380.00", "tier_3": "320.00"},
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"P3": {"tier_1": "450.00", "tier_2": "380.00", "tier_3": "320.00"},
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"P4": {"tier_1": "550.00", "tier_2": "480.00", "tier_3": "380.00"},
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"P5": {"tier_1": "550.00", "tier_2": "480.00", "tier_3": "380.00"},
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"P6": {"tier_1": "700.00", "tier_2": "620.00", "tier_3": "520.00"},
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"P7": {"tier_1": "900.00", "tier_2": "820.00", "tier_3": "720.00"},
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"P8": {"tier_1": "1200.00", "tier_2": "1000.00", "tier_3": "900.00"},
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},
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"transport_limits": {
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"P0": {"flight": 1, "train": 1},
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"P1": {"flight": 1, "train": 1},
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"P2": {"flight": 1, "train": 1},
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"P3": {"flight": 1, "train": 1},
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"P4": {"flight": 1, "train": 1},
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"P5": {"flight": 1, "train": 1},
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"P6": {"flight": 2, "train": 2},
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"P7": {"flight": 3, "train": 3},
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"P8": {"flight": 4, "train": 3},
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},
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"flight_classes": [
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{"keyword": "头等舱", "level": 4},
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{"keyword": "公务舱", "level": 3},
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{"keyword": "商务舱", "level": 3},
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{"keyword": "超级经济舱", "level": 2},
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{"keyword": "高端经济舱", "level": 2},
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{"keyword": "明珠经济舱", "level": 2},
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{"keyword": "经济舱", "level": 1},
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],
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"train_classes": [
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{"keyword": "商务座", "level": 3},
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{"keyword": "一等座", "level": 2},
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{"keyword": "软卧", "level": 2},
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{"keyword": "二等座", "level": 1},
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{"keyword": "二等卧", "level": 1},
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{"keyword": "硬卧", "level": 1},
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],
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}
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