978 lines
40 KiB
Python
978 lines
40 KiB
Python
from __future__ import annotations
|
|
|
|
import json
|
|
from datetime import UTC, date, datetime
|
|
from decimal import Decimal
|
|
|
|
from sqlalchemy import select
|
|
from sqlalchemy.orm import Session
|
|
|
|
from app.core.agent_enums import (
|
|
AgentAssetContentType,
|
|
AgentAssetDomain,
|
|
AgentAssetStatus,
|
|
AgentAssetType,
|
|
AgentName,
|
|
AgentPermissionLevel,
|
|
AgentReviewStatus,
|
|
AgentRunSource,
|
|
AgentRunStatus,
|
|
AgentToolType,
|
|
)
|
|
from app.core.config import get_settings
|
|
from app.core.logging import get_logger
|
|
from app.db.base import Base
|
|
from app.db.session import get_session_factory
|
|
from app.models.agent_asset import AgentAsset, AgentAssetReview, AgentAssetVersion
|
|
from app.models.agent_run import AgentRun, AgentToolCall, SemanticParseLog
|
|
from app.models.audit_log import AuditLog
|
|
from app.models.financial_record import (
|
|
AccountsPayableRecord,
|
|
AccountsReceivableRecord,
|
|
ExpenseClaim,
|
|
ExpenseClaimItem,
|
|
)
|
|
|
|
logger = get_logger("app.services.agent_foundation")
|
|
|
|
|
|
def prepare_agent_foundation() -> None:
|
|
settings = get_settings()
|
|
if not settings.setup_completed:
|
|
logger.info("Agent foundation bootstrap skipped because setup is incomplete")
|
|
return
|
|
|
|
session_factory = get_session_factory()
|
|
with session_factory() as db:
|
|
AgentFoundationService(db).ensure_foundation_ready()
|
|
|
|
|
|
class AgentFoundationService:
|
|
def __init__(self, db: Session) -> None:
|
|
self.db = db
|
|
|
|
def ensure_foundation_ready(self) -> None:
|
|
try:
|
|
Base.metadata.create_all(bind=self.db.get_bind())
|
|
self._seed_agent_assets()
|
|
self._seed_financial_records()
|
|
self._seed_runs_and_logs()
|
|
self.db.commit()
|
|
except Exception:
|
|
self.db.rollback()
|
|
logger.exception("Failed to prepare agent foundation")
|
|
raise
|
|
|
|
def _seed_agent_assets(self) -> None:
|
|
existing_codes = set(self.db.scalars(select(AgentAsset.code)).all())
|
|
if existing_codes:
|
|
self._top_up_agent_assets(existing_codes)
|
|
return
|
|
|
|
approved_rule = AgentAsset(
|
|
asset_type=AgentAssetType.RULE.value,
|
|
code="rule.expense.duplicate_expense_check",
|
|
name="重复报销识别规则",
|
|
description="识别同一员工短时间内同金额、同地点、同理由的重复报销风险。",
|
|
domain=AgentAssetDomain.EXPENSE.value,
|
|
scenario_json=["expense", "risk_check", "duplicate_expense"],
|
|
owner="财务共享中心",
|
|
reviewer="张晓晴",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.1.0",
|
|
config_json={"severity": "high", "enabled": True},
|
|
)
|
|
pending_rule = AgentAsset(
|
|
asset_type=AgentAssetType.RULE.value,
|
|
code="rule.expense.travel_receipt_requirements",
|
|
name="差旅票据完整性规则",
|
|
description="检查差旅报销是否附齐发票、行程单和住宿凭证。",
|
|
domain=AgentAssetDomain.EXPENSE.value,
|
|
scenario_json=["expense", "explain", "invoice_anomaly"],
|
|
owner="费用运营组",
|
|
reviewer="高嘉禾",
|
|
status=AgentAssetStatus.REVIEW.value,
|
|
current_version="v1.0.0",
|
|
config_json={"severity": "medium", "enabled": False},
|
|
)
|
|
rejected_rule = AgentAsset(
|
|
asset_type=AgentAssetType.RULE.value,
|
|
code="rule.ap.payment_dual_review",
|
|
name="付款双人复核规则",
|
|
description="大额付款必须由两名财务人员复核后再进入付款建议。",
|
|
domain=AgentAssetDomain.AP.value,
|
|
scenario_json=["accounts_payable", "approval_required"],
|
|
owner="付款管理组",
|
|
reviewer="孙楠",
|
|
status=AgentAssetStatus.DRAFT.value,
|
|
current_version="v0.9.0",
|
|
config_json={"amount_threshold": 50000},
|
|
)
|
|
skill_expense_asset = AgentAsset(
|
|
asset_type=AgentAssetType.SKILL.value,
|
|
code="skill.expense.summary_lookup",
|
|
name="报销汇总查询技能",
|
|
description="根据时间、员工和部门汇总报销金额与单据数量。",
|
|
domain=AgentAssetDomain.EXPENSE.value,
|
|
scenario_json=["expense", "query", "summary"],
|
|
owner="平台研发组",
|
|
reviewer="陈硕",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"input_schema": ["time_range", "employee", "department"]},
|
|
)
|
|
skill_ar_asset = AgentAsset(
|
|
asset_type=AgentAssetType.SKILL.value,
|
|
code="skill.ar.aging_summary",
|
|
name="应收账龄汇总技能",
|
|
description="按客户、账龄和逾期状态汇总应收风险分布。",
|
|
domain=AgentAssetDomain.AR.value,
|
|
scenario_json=["accounts_receivable", "query", "aging_summary"],
|
|
owner="平台研发组",
|
|
reviewer="陈硕",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"input_schema": ["customer", "aging_bucket", "status"]},
|
|
)
|
|
invoice_mcp_asset = AgentAsset(
|
|
asset_type=AgentAssetType.MCP.value,
|
|
code="mcp.invoice.verify_mock",
|
|
name="发票验真 Mock 服务",
|
|
description="模拟发票验真、发票状态查询和异常降级说明。",
|
|
domain=AgentAssetDomain.SYSTEM.value,
|
|
scenario_json=["expense", "invoice_validation"],
|
|
owner="平台研发组",
|
|
reviewer="周悦宁",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"endpoint": "mock://invoice/verify", "timeout_ms": 1200},
|
|
)
|
|
ledger_mcp_asset = AgentAsset(
|
|
asset_type=AgentAssetType.MCP.value,
|
|
code="mcp.ledger.snapshot_mock",
|
|
name="总账快照 Mock 服务",
|
|
description="模拟返回应收、应付和费用汇总快照，供 Agent 查询和巡检。",
|
|
domain=AgentAssetDomain.SYSTEM.value,
|
|
scenario_json=["expense", "accounts_receivable", "accounts_payable"],
|
|
owner="平台研发组",
|
|
reviewer="周悦宁",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"endpoint": "mock://ledger/snapshot", "timeout_ms": 1500},
|
|
)
|
|
task_asset = AgentAsset(
|
|
asset_type=AgentAssetType.TASK.value,
|
|
code="task.hermes.daily_risk_scan",
|
|
name="Hermes 每日风险巡检",
|
|
description="每天早上巡检重复报销、金额超标、逾期应收和异常付款。",
|
|
domain=AgentAssetDomain.SYSTEM.value,
|
|
scenario_json=["schedule", "risk_check"],
|
|
owner="风控与审计部",
|
|
reviewer="顾承宇",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"cron": "0 9 * * *", "agent": AgentName.HERMES.value},
|
|
)
|
|
ar_summary_task = AgentAsset(
|
|
asset_type=AgentAssetType.TASK.value,
|
|
code="task.hermes.weekly_ar_summary",
|
|
name="Hermes 每周应收账龄汇总",
|
|
description="每周汇总逾期应收、账龄分布和客户风险变化。",
|
|
domain=AgentAssetDomain.SYSTEM.value,
|
|
scenario_json=["schedule", "accounts_receivable", "summary"],
|
|
owner="风控与审计部",
|
|
reviewer="顾承宇",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"cron": "0 10 * * 1", "agent": AgentName.HERMES.value},
|
|
)
|
|
rule_digest_task = AgentAsset(
|
|
asset_type=AgentAssetType.TASK.value,
|
|
code="task.hermes.rule_review_digest",
|
|
name="Hermes 规则待审摘要",
|
|
description="每天汇总待审规则、待补样例和被拒规则修订建议。",
|
|
domain=AgentAssetDomain.SYSTEM.value,
|
|
scenario_json=["schedule", "rule_center", "review_digest"],
|
|
owner="风控与审计部",
|
|
reviewer="顾承宇",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"cron": "0 18 * * *", "agent": AgentName.HERMES.value},
|
|
)
|
|
|
|
self.db.add_all(
|
|
[
|
|
approved_rule,
|
|
pending_rule,
|
|
rejected_rule,
|
|
skill_expense_asset,
|
|
skill_ar_asset,
|
|
invoice_mcp_asset,
|
|
ledger_mcp_asset,
|
|
task_asset,
|
|
ar_summary_task,
|
|
rule_digest_task,
|
|
]
|
|
)
|
|
self.db.flush()
|
|
|
|
self.db.add_all(
|
|
[
|
|
AgentAssetVersion(
|
|
asset=approved_rule,
|
|
version="v1.0.0",
|
|
content=self._markdown_content(
|
|
"# 重复报销识别规则\n\n"
|
|
"- 检查员工、金额、地点、发生日期是否高度重复。\n"
|
|
"- 命中后输出 `duplicate_expense` 风险标签。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="初始化生产规则版本。",
|
|
created_by="系统初始化",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=approved_rule,
|
|
version="v1.1.0",
|
|
content=self._markdown_content(
|
|
"# 重复报销识别规则\n\n"
|
|
"- 检查员工、金额、地点、发生日期是否高度重复。\n"
|
|
"- 新增对同项目、同金额、跨单重复提交的识别。\n"
|
|
"- 命中后输出 `duplicate_expense` 风险标签。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="补充跨单重复提交判断。",
|
|
created_by="系统初始化",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=pending_rule,
|
|
version="v0.9.0",
|
|
content=self._markdown_content(
|
|
"# 差旅票据完整性规则\n\n"
|
|
"- 差旅报销必须具备发票、行程单、住宿凭证。\n"
|
|
"- 缺失时输出 `invoice_anomaly`。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="首版草稿。",
|
|
created_by="高嘉禾",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=pending_rule,
|
|
version="v1.0.0",
|
|
content=self._markdown_content(
|
|
"# 差旅票据完整性规则\n\n"
|
|
"- 差旅报销必须具备发票、行程单、住宿凭证。\n"
|
|
"- 新增高铁改签和住宿分拆票据的补件说明。\n"
|
|
"- 缺失时输出 `invoice_anomaly`。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="补充差旅特殊票据口径，待审核。",
|
|
created_by="高嘉禾",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=rejected_rule,
|
|
version="v0.8.0",
|
|
content=self._markdown_content(
|
|
"# 付款双人复核规则\n\n"
|
|
"- 单笔付款超过阈值时必须双人复核。\n"
|
|
"- 本版本规则口径过宽，待修订。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="首版方案。",
|
|
created_by="孙楠",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=rejected_rule,
|
|
version="v0.9.0",
|
|
content=self._markdown_content(
|
|
"# 付款双人复核规则\n\n"
|
|
"- 单笔付款超过阈值时必须双人复核。\n"
|
|
"- 新增跨币种付款也进入复核队列。\n"
|
|
"- 当前阈值定义仍不清晰，需继续修订。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="补充跨币种场景，但阈值仍待明确。",
|
|
created_by="孙楠",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=skill_expense_asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"inputs": ["time_range", "employee", "department"],
|
|
"outputs": ["total_amount", "claim_count"],
|
|
"dependencies": ["database.expense_claims"],
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化技能快照。",
|
|
created_by="系统初始化",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=skill_ar_asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"inputs": ["customer", "aging_bucket", "status"],
|
|
"outputs": ["receivable_total", "overdue_total", "customer_count"],
|
|
"dependencies": ["database.accounts_receivable"],
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化应收账龄技能快照。",
|
|
created_by="系统初始化",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=invoice_mcp_asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"service_type": "mock",
|
|
"auth_mode": "none",
|
|
"degrade_strategy": "return_stub_with_warning",
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化 MCP 快照。",
|
|
created_by="系统初始化",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=ledger_mcp_asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"service_type": "mock",
|
|
"auth_mode": "service_account",
|
|
"degrade_strategy": "return_cached_snapshot_with_warning",
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化总账快照 MCP。",
|
|
created_by="系统初始化",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=task_asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"task_type": "daily_risk_scan",
|
|
"schedule": "0 9 * * *",
|
|
"target_agent": AgentName.HERMES.value,
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化任务快照。",
|
|
created_by="系统初始化",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=ar_summary_task,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"task_type": "weekly_ar_summary",
|
|
"schedule": "0 10 * * 1",
|
|
"target_agent": AgentName.HERMES.value,
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化应收账龄汇总任务。",
|
|
created_by="系统初始化",
|
|
),
|
|
AgentAssetVersion(
|
|
asset=rule_digest_task,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"task_type": "rule_review_digest",
|
|
"schedule": "0 18 * * *",
|
|
"target_agent": AgentName.HERMES.value,
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化规则待审摘要任务。",
|
|
created_by="系统初始化",
|
|
),
|
|
]
|
|
)
|
|
self.db.add_all(
|
|
[
|
|
AgentAssetReview(
|
|
asset=approved_rule,
|
|
version="v1.1.0",
|
|
reviewer="张晓晴",
|
|
review_status=AgentReviewStatus.APPROVED.value,
|
|
review_note="规则口径清晰，可上线。",
|
|
reviewed_at=datetime.now(UTC),
|
|
),
|
|
AgentAssetReview(
|
|
asset=pending_rule,
|
|
version="v1.0.0",
|
|
reviewer="高嘉禾",
|
|
review_status=AgentReviewStatus.PENDING.value,
|
|
review_note="等待补充票据异常样例。",
|
|
reviewed_at=None,
|
|
),
|
|
AgentAssetReview(
|
|
asset=rejected_rule,
|
|
version="v0.9.0",
|
|
reviewer="孙楠",
|
|
review_status=AgentReviewStatus.REJECTED.value,
|
|
review_note="阈值定义不清，暂不通过。",
|
|
reviewed_at=datetime.now(UTC),
|
|
),
|
|
]
|
|
)
|
|
|
|
def _seed_financial_records(self) -> None:
|
|
if self.db.scalar(select(ExpenseClaim.id).limit(1)) is not None:
|
|
return
|
|
|
|
claim_1 = ExpenseClaim(
|
|
claim_no="EXP-202605-001",
|
|
employee_name="张三",
|
|
department_name="财务共享中心",
|
|
project_code="PRJ-EXP-01",
|
|
expense_type="travel",
|
|
reason="华南客户拜访差旅报销",
|
|
location="深圳",
|
|
amount=Decimal("3280.00"),
|
|
currency="CNY",
|
|
invoice_count=3,
|
|
occurred_at=datetime(2026, 5, 6, 9, 0, tzinfo=UTC),
|
|
submitted_at=datetime(2026, 5, 7, 10, 20, tzinfo=UTC),
|
|
status="submitted",
|
|
approval_stage="finance_review",
|
|
risk_flags_json=["amount_over_limit"],
|
|
)
|
|
claim_1.items = [
|
|
ExpenseClaimItem(
|
|
item_date=date(2026, 5, 5),
|
|
item_type="hotel",
|
|
item_reason="客户拜访住宿",
|
|
item_location="深圳",
|
|
item_amount=Decimal("1880.00"),
|
|
invoice_id="INV-HOTEL-001",
|
|
),
|
|
ExpenseClaimItem(
|
|
item_date=date(2026, 5, 6),
|
|
item_type="transport",
|
|
item_reason="往返交通",
|
|
item_location="深圳",
|
|
item_amount=Decimal("1400.00"),
|
|
invoice_id="INV-TRANS-009",
|
|
),
|
|
]
|
|
|
|
claim_2 = ExpenseClaim(
|
|
claim_no="EXP-202605-002",
|
|
employee_name="李四",
|
|
department_name="华东销售部",
|
|
project_code="PRJ-SALES-02",
|
|
expense_type="meal",
|
|
reason="客户路演餐费",
|
|
location="上海",
|
|
amount=Decimal("860.00"),
|
|
currency="CNY",
|
|
invoice_count=1,
|
|
occurred_at=datetime(2026, 5, 8, 12, 0, tzinfo=UTC),
|
|
submitted_at=datetime(2026, 5, 8, 18, 30, tzinfo=UTC),
|
|
status="approved",
|
|
approval_stage="completed",
|
|
risk_flags_json=[],
|
|
)
|
|
|
|
claim_3 = ExpenseClaim(
|
|
claim_no="EXP-202605-003",
|
|
employee_name="王五",
|
|
department_name="市场品牌部",
|
|
project_code="PRJ-MKT-08",
|
|
expense_type="travel",
|
|
reason="市场活动会务差旅",
|
|
location="北京",
|
|
amount=Decimal("3280.00"),
|
|
currency="CNY",
|
|
invoice_count=2,
|
|
occurred_at=datetime(2026, 5, 6, 11, 30, tzinfo=UTC),
|
|
submitted_at=datetime(2026, 5, 8, 9, 10, tzinfo=UTC),
|
|
status="review",
|
|
approval_stage="risk_check",
|
|
risk_flags_json=["duplicate_expense"],
|
|
)
|
|
|
|
ar_records = [
|
|
AccountsReceivableRecord(
|
|
receivable_no="AR-202605-001",
|
|
customer_id="CUS-A",
|
|
customer_name="客户A",
|
|
contract_no="CTR-AR-1001",
|
|
invoice_no="INV-AR-9001",
|
|
amount_receivable=Decimal("120000.00"),
|
|
amount_received=Decimal("70000.00"),
|
|
amount_outstanding=Decimal("50000.00"),
|
|
currency="CNY",
|
|
posting_date=date(2026, 4, 1),
|
|
due_date=date(2026, 4, 30),
|
|
aging_days=11,
|
|
status="partial",
|
|
risk_flags_json=[],
|
|
),
|
|
AccountsReceivableRecord(
|
|
receivable_no="AR-202605-002",
|
|
customer_id="CUS-B",
|
|
customer_name="客户B",
|
|
contract_no="CTR-AR-1002",
|
|
invoice_no="INV-AR-9002",
|
|
amount_receivable=Decimal("88000.00"),
|
|
amount_received=Decimal("10000.00"),
|
|
amount_outstanding=Decimal("78000.00"),
|
|
currency="CNY",
|
|
posting_date=date(2026, 3, 15),
|
|
due_date=date(2026, 4, 15),
|
|
aging_days=26,
|
|
status="overdue",
|
|
risk_flags_json=["ar_overdue"],
|
|
),
|
|
]
|
|
|
|
ap_records = [
|
|
AccountsPayableRecord(
|
|
payable_no="AP-202605-001",
|
|
vendor_id="VEN-A",
|
|
vendor_name="供应商A",
|
|
invoice_no="INV-AP-5001",
|
|
amount_payable=Decimal("43000.00"),
|
|
amount_paid=Decimal("10000.00"),
|
|
amount_outstanding=Decimal("33000.00"),
|
|
currency="CNY",
|
|
posting_date=date(2026, 4, 20),
|
|
due_date=date(2026, 5, 12),
|
|
aging_days=0,
|
|
status="scheduled",
|
|
risk_flags_json=[],
|
|
),
|
|
AccountsPayableRecord(
|
|
payable_no="AP-202605-002",
|
|
vendor_id="VEN-B",
|
|
vendor_name="供应商B",
|
|
invoice_no="INV-AP-5002",
|
|
amount_payable=Decimal("96000.00"),
|
|
amount_paid=Decimal("0.00"),
|
|
amount_outstanding=Decimal("96000.00"),
|
|
currency="CNY",
|
|
posting_date=date(2026, 4, 10),
|
|
due_date=date(2026, 5, 5),
|
|
aging_days=6,
|
|
status="overdue",
|
|
risk_flags_json=["ap_overdue"],
|
|
),
|
|
]
|
|
|
|
self.db.add_all([claim_1, claim_2, claim_3, *ar_records, *ap_records])
|
|
|
|
def _seed_runs_and_logs(self) -> None:
|
|
if self.db.scalar(select(AgentRun.id).limit(1)) is not None:
|
|
return
|
|
|
|
task_asset = self.db.scalar(
|
|
select(AgentAsset).where(AgentAsset.code == "task.hermes.daily_risk_scan")
|
|
)
|
|
|
|
user_run = AgentRun(
|
|
run_id="run_user_20260511_001",
|
|
agent=AgentName.USER_AGENT.value,
|
|
source=AgentRunSource.USER_MESSAGE.value,
|
|
user_id="emp_001",
|
|
task_id=None,
|
|
ontology_json={"scenario": "expense", "intent": "query"},
|
|
route_json={"selected_agent": AgentName.USER_AGENT.value, "route_reason": "user query"},
|
|
permission_level=AgentPermissionLevel.READ.value,
|
|
status=AgentRunStatus.SUCCEEDED.value,
|
|
result_summary="已返回本周报销金额和风险摘要。",
|
|
started_at=datetime(2026, 5, 11, 8, 35, tzinfo=UTC),
|
|
finished_at=datetime(2026, 5, 11, 8, 35, 2, tzinfo=UTC),
|
|
)
|
|
hermes_run = AgentRun(
|
|
run_id="run_hermes_20260511_001",
|
|
agent=AgentName.HERMES.value,
|
|
source=AgentRunSource.SCHEDULE.value,
|
|
user_id=None,
|
|
task_id=task_asset.id if task_asset else None,
|
|
ontology_json={"scenario": "expense", "intent": "risk_check"},
|
|
route_json={
|
|
"selected_agent": AgentName.HERMES.value,
|
|
"route_reason": "scheduled risk scan",
|
|
},
|
|
permission_level=AgentPermissionLevel.READ.value,
|
|
status=AgentRunStatus.SUCCEEDED.value,
|
|
result_summary="Hermes 已生成今日风险巡检摘要。",
|
|
started_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
|
|
finished_at=datetime(2026, 5, 11, 9, 0, 4, tzinfo=UTC),
|
|
)
|
|
blocked_run = AgentRun(
|
|
run_id="run_user_20260511_002",
|
|
agent=AgentName.ORCHESTRATOR.value,
|
|
source=AgentRunSource.USER_MESSAGE.value,
|
|
user_id="emp_002",
|
|
task_id=None,
|
|
ontology_json={"scenario": "accounts_payable", "intent": "operate"},
|
|
route_json={
|
|
"selected_agent": AgentName.USER_AGENT.value,
|
|
"route_reason": "payment request",
|
|
},
|
|
permission_level=AgentPermissionLevel.APPROVAL_REQUIRED.value,
|
|
status=AgentRunStatus.BLOCKED.value,
|
|
result_summary="动作需要人工确认。",
|
|
error_message="直接付款属于高风险动作，已阻断自动执行。",
|
|
started_at=datetime(2026, 5, 11, 10, 5, tzinfo=UTC),
|
|
finished_at=datetime(2026, 5, 11, 10, 5, 1, tzinfo=UTC),
|
|
)
|
|
self.db.add_all([user_run, hermes_run, blocked_run])
|
|
self.db.flush()
|
|
|
|
self.db.add_all(
|
|
[
|
|
AgentToolCall(
|
|
run_id=user_run.run_id,
|
|
tool_type=AgentToolType.DATABASE.value,
|
|
tool_name="expense_claims.lookup",
|
|
request_json={"time_range": "this_week", "employee": "all"},
|
|
response_json={"claim_count": 3, "total_amount": "7420.00"},
|
|
status="succeeded",
|
|
duration_ms=48,
|
|
),
|
|
AgentToolCall(
|
|
run_id=hermes_run.run_id,
|
|
tool_type=AgentToolType.MCP.value,
|
|
tool_name="invoice.verify_mock",
|
|
request_json={"claim_no": "EXP-202605-003"},
|
|
response_json={
|
|
"warning": "external service degraded",
|
|
"fallback": "used mock response",
|
|
},
|
|
status="failed",
|
|
duration_ms=132,
|
|
error_message="mock upstream timeout",
|
|
),
|
|
AgentToolCall(
|
|
run_id=blocked_run.run_id,
|
|
tool_type=AgentToolType.RULE_ENGINE.value,
|
|
tool_name="permission.guard",
|
|
request_json={"action": "direct_payment"},
|
|
response_json={"requires_confirmation": True},
|
|
status="succeeded",
|
|
duration_ms=5,
|
|
),
|
|
SemanticParseLog(
|
|
run_id=user_run.run_id,
|
|
user_id="emp_001",
|
|
raw_query="查一下本周报销超标风险",
|
|
scenario="expense",
|
|
intent="risk_check",
|
|
entities_json=[],
|
|
time_range_json={"start_date": "2026-05-11", "end_date": "2026-05-17"},
|
|
metrics_json=["amount"],
|
|
constraints_json=[],
|
|
risk_flags_json=["amount_over_limit"],
|
|
permission_json={"level": AgentPermissionLevel.READ.value},
|
|
confidence=0.93,
|
|
),
|
|
SemanticParseLog(
|
|
run_id=blocked_run.run_id,
|
|
user_id="emp_002",
|
|
raw_query="帮我直接付款给供应商B",
|
|
scenario="accounts_payable",
|
|
intent="operate",
|
|
entities_json=[{"type": "vendor", "value": "供应商B"}],
|
|
time_range_json={},
|
|
metrics_json=["amount"],
|
|
constraints_json=[],
|
|
risk_flags_json=["ap_overdue"],
|
|
permission_json={"level": AgentPermissionLevel.APPROVAL_REQUIRED.value},
|
|
confidence=0.96,
|
|
),
|
|
]
|
|
)
|
|
|
|
if self.db.scalar(select(AuditLog.id).limit(1)) is None:
|
|
self.db.add_all(
|
|
[
|
|
AuditLog(
|
|
actor="系统初始化",
|
|
action="save_rule_markdown",
|
|
resource_type="rule",
|
|
resource_id="rule.expense.duplicate_expense_check",
|
|
before_json=None,
|
|
after_json={"version": "v1.0.0"},
|
|
request_id="seed-audit-001",
|
|
),
|
|
AuditLog(
|
|
actor="张晓晴",
|
|
action="review_rule",
|
|
resource_type="rule",
|
|
resource_id="rule.expense.duplicate_expense_check",
|
|
before_json={"review_status": "pending"},
|
|
after_json={"review_status": "approved"},
|
|
request_id="seed-audit-002",
|
|
),
|
|
AuditLog(
|
|
actor="系统初始化",
|
|
action="activate_rule",
|
|
resource_type="rule",
|
|
resource_id="rule.expense.duplicate_expense_check",
|
|
before_json={"status": "review"},
|
|
after_json={"status": "active"},
|
|
request_id="seed-audit-003",
|
|
),
|
|
AuditLog(
|
|
actor="Hermes",
|
|
action="update_task_status",
|
|
resource_type="task",
|
|
resource_id="task.hermes.daily_risk_scan",
|
|
before_json={"status": "idle"},
|
|
after_json={"status": "succeeded"},
|
|
request_id="seed-audit-004",
|
|
),
|
|
]
|
|
)
|
|
|
|
def _top_up_agent_assets(self, existing_codes: set[str]) -> None:
|
|
approved_rule = self.db.scalar(
|
|
select(AgentAsset).where(AgentAsset.code == "rule.expense.duplicate_expense_check")
|
|
)
|
|
pending_rule = self.db.scalar(
|
|
select(AgentAsset).where(AgentAsset.code == "rule.expense.travel_receipt_requirements")
|
|
)
|
|
rejected_rule = self.db.scalar(
|
|
select(AgentAsset).where(AgentAsset.code == "rule.ap.payment_dual_review")
|
|
)
|
|
|
|
if approved_rule is not None:
|
|
self._ensure_asset_version(
|
|
approved_rule,
|
|
version="v1.1.0",
|
|
content=self._markdown_content(
|
|
"# 重复报销识别规则\n\n"
|
|
"- 检查员工、金额、地点、发生日期是否高度重复。\n"
|
|
"- 新增对同项目、同金额、跨单重复提交的识别。\n"
|
|
"- 命中后输出 `duplicate_expense` 风险标签。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="补充跨单重复提交判断。",
|
|
created_by="系统初始化",
|
|
)
|
|
|
|
if pending_rule is not None:
|
|
self._ensure_asset_version(
|
|
pending_rule,
|
|
version="v1.0.0",
|
|
content=self._markdown_content(
|
|
"# 差旅票据完整性规则\n\n"
|
|
"- 差旅报销必须具备发票、行程单、住宿凭证。\n"
|
|
"- 新增高铁改签和住宿分拆票据的补件说明。\n"
|
|
"- 缺失时输出 `invoice_anomaly`。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="补充差旅特殊票据口径，待审核。",
|
|
created_by="高嘉禾",
|
|
)
|
|
|
|
if rejected_rule is not None:
|
|
self._ensure_asset_version(
|
|
rejected_rule,
|
|
version="v0.9.0",
|
|
content=self._markdown_content(
|
|
"# 付款双人复核规则\n\n"
|
|
"- 单笔付款超过阈值时必须双人复核。\n"
|
|
"- 新增跨币种付款也进入复核队列。\n"
|
|
"- 当前阈值定义仍不清晰，需继续修订。"
|
|
),
|
|
content_type=AgentAssetContentType.MARKDOWN.value,
|
|
change_note="补充跨币种场景，但阈值仍待明确。",
|
|
created_by="孙楠",
|
|
)
|
|
|
|
if "skill.ar.aging_summary" not in existing_codes:
|
|
asset = self._create_seed_asset(
|
|
asset_type=AgentAssetType.SKILL.value,
|
|
code="skill.ar.aging_summary",
|
|
name="应收账龄汇总技能",
|
|
description="按客户、账龄和逾期状态汇总应收风险分布。",
|
|
domain=AgentAssetDomain.AR.value,
|
|
scenario_json=["accounts_receivable", "query", "aging_summary"],
|
|
owner="平台研发组",
|
|
reviewer="陈硕",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"input_schema": ["customer", "aging_bucket", "status"]},
|
|
)
|
|
self._ensure_asset_version(
|
|
asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"inputs": ["customer", "aging_bucket", "status"],
|
|
"outputs": ["receivable_total", "overdue_total", "customer_count"],
|
|
"dependencies": ["database.accounts_receivable"],
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化应收账龄技能快照。",
|
|
created_by="系统初始化",
|
|
)
|
|
|
|
if "mcp.ledger.snapshot_mock" not in existing_codes:
|
|
asset = self._create_seed_asset(
|
|
asset_type=AgentAssetType.MCP.value,
|
|
code="mcp.ledger.snapshot_mock",
|
|
name="总账快照 Mock 服务",
|
|
description="模拟返回应收、应付和费用汇总快照，供 Agent 查询和巡检。",
|
|
domain=AgentAssetDomain.SYSTEM.value,
|
|
scenario_json=["expense", "accounts_receivable", "accounts_payable"],
|
|
owner="平台研发组",
|
|
reviewer="周悦宁",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"endpoint": "mock://ledger/snapshot", "timeout_ms": 1500},
|
|
)
|
|
self._ensure_asset_version(
|
|
asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"service_type": "mock",
|
|
"auth_mode": "service_account",
|
|
"degrade_strategy": "return_cached_snapshot_with_warning",
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化总账快照 MCP。",
|
|
created_by="系统初始化",
|
|
)
|
|
|
|
if "task.hermes.weekly_ar_summary" not in existing_codes:
|
|
asset = self._create_seed_asset(
|
|
asset_type=AgentAssetType.TASK.value,
|
|
code="task.hermes.weekly_ar_summary",
|
|
name="Hermes 每周应收账龄汇总",
|
|
description="每周汇总逾期应收、账龄分布和客户风险变化。",
|
|
domain=AgentAssetDomain.SYSTEM.value,
|
|
scenario_json=["schedule", "accounts_receivable", "summary"],
|
|
owner="风控与审计部",
|
|
reviewer="顾承宇",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"cron": "0 10 * * 1", "agent": AgentName.HERMES.value},
|
|
)
|
|
self._ensure_asset_version(
|
|
asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"task_type": "weekly_ar_summary",
|
|
"schedule": "0 10 * * 1",
|
|
"target_agent": AgentName.HERMES.value,
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化应收账龄汇总任务。",
|
|
created_by="系统初始化",
|
|
)
|
|
|
|
if "task.hermes.rule_review_digest" not in existing_codes:
|
|
asset = self._create_seed_asset(
|
|
asset_type=AgentAssetType.TASK.value,
|
|
code="task.hermes.rule_review_digest",
|
|
name="Hermes 规则待审摘要",
|
|
description="每天汇总待审规则、待补样例和被拒规则修订建议。",
|
|
domain=AgentAssetDomain.SYSTEM.value,
|
|
scenario_json=["schedule", "rule_center", "review_digest"],
|
|
owner="风控与审计部",
|
|
reviewer="顾承宇",
|
|
status=AgentAssetStatus.ACTIVE.value,
|
|
current_version="v1.0.0",
|
|
config_json={"cron": "0 18 * * *", "agent": AgentName.HERMES.value},
|
|
)
|
|
self._ensure_asset_version(
|
|
asset,
|
|
version="v1.0.0",
|
|
content=self._json_content(
|
|
{
|
|
"task_type": "rule_review_digest",
|
|
"schedule": "0 18 * * *",
|
|
"target_agent": AgentName.HERMES.value,
|
|
}
|
|
),
|
|
content_type=AgentAssetContentType.JSON.value,
|
|
change_note="初始化规则待审摘要任务。",
|
|
created_by="系统初始化",
|
|
)
|
|
|
|
def _create_seed_asset(
|
|
self,
|
|
*,
|
|
asset_type: str,
|
|
code: str,
|
|
name: str,
|
|
description: str,
|
|
domain: str,
|
|
scenario_json: list[str],
|
|
owner: str,
|
|
reviewer: str,
|
|
status: str,
|
|
current_version: str,
|
|
config_json: dict[str, object],
|
|
) -> AgentAsset:
|
|
asset = AgentAsset(
|
|
asset_type=asset_type,
|
|
code=code,
|
|
name=name,
|
|
description=description,
|
|
domain=domain,
|
|
scenario_json=scenario_json,
|
|
owner=owner,
|
|
reviewer=reviewer,
|
|
status=status,
|
|
current_version=current_version,
|
|
config_json=config_json,
|
|
)
|
|
self.db.add(asset)
|
|
self.db.flush()
|
|
return asset
|
|
|
|
def _ensure_asset_version(
|
|
self,
|
|
asset: AgentAsset,
|
|
*,
|
|
version: str,
|
|
content: str,
|
|
content_type: str,
|
|
change_note: str,
|
|
created_by: str,
|
|
) -> None:
|
|
existing = self.db.scalar(
|
|
select(AgentAssetVersion).where(
|
|
AgentAssetVersion.asset_id == asset.id,
|
|
AgentAssetVersion.version == version,
|
|
)
|
|
)
|
|
if existing is not None:
|
|
return
|
|
|
|
self.db.add(
|
|
AgentAssetVersion(
|
|
asset_id=asset.id,
|
|
version=version,
|
|
content=content,
|
|
content_type=content_type,
|
|
change_note=change_note,
|
|
created_by=created_by,
|
|
)
|
|
)
|
|
|
|
@staticmethod
|
|
def _markdown_content(content: str) -> str:
|
|
return content
|
|
|
|
@staticmethod
|
|
def _json_content(content: dict[str, object]) -> str:
|
|
return json.dumps(content, ensure_ascii=False, sort_keys=True, indent=2)
|