X-Financial/server/tests/test_user_agent_service.py

from __future__ import annotations

from datetime import UTC, datetime, timedelta

from sqlalchemy import create_engine
from sqlalchemy.orm import Session, sessionmaker
from sqlalchemy.pool import StaticPool

from app.db.base import Base
from app.schemas.ontology import OntologyParseRequest
from app.schemas.user_agent import UserAgentRequest
from app.services.ontology import SemanticOntologyService
from app.services.user_agent import UserAgentService


def build_session_factory() -> sessionmaker[Session]:
    engine = create_engine(
        "sqlite+pysqlite:///:memory:",
        connect_args={"check_same_thread": False},
        poolclass=StaticPool,
    )
    Base.metadata.create_all(bind=engine)
    return sessionmaker(bind=engine, autoflush=False, autocommit=False)


def test_user_agent_query_returns_readable_answer_and_actions() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="张三 4 月差旅报销金额是多少",
                user_id="pytest",
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="张三 4 月差旅报销金额是多少",
                ontology=ontology,
                tool_payload={"record_count": 2, "total_amount": 8800.0},
            )
        )

        assert "8800.00" in response.answer
        assert len(response.suggested_actions) >= 1


def test_user_agent_returns_readable_query_answer_when_runtime_model_is_skipped(monkeypatch) -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="张三 4 月差旅报销金额是多少",
                user_id="pytest",
            )
        )
        service = UserAgentService(db)
        monkeypatch.setattr(service, "_generate_answer_with_model", lambda *args, **kwargs: "这是模型回答")

        response = service.respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="张三 4 月差旅报销金额是多少",
                ontology=ontology,
                tool_payload={"record_count": 2, "total_amount": 8800.0},
            )
        )

        assert "共 2 笔" in response.answer
        assert "8800.00" in response.answer


def test_user_agent_sanitizes_model_thinking_blocks() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        service = UserAgentService(db)

        assert (
            service._sanitize_model_answer("<think>内部推理</think>\n最终答复")
            == "最终答复"
        )


def test_user_agent_rejects_visible_reasoning_drafts() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        service = UserAgentService(db)

        assert (
            service._sanitize_model_answer(
                "用户问的是：住宿费怎么算？\n让我分析一下：\n1. 实体识别..."
            )
            is None
        )


def test_user_agent_knowledge_prompt_enforces_knowledge_boundary() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="住宿费标准是多少？",
                user_id="pytest",
                context_json={"session_type": "knowledge"},
            )
        )
        service = UserAgentService(db)
        messages = service._build_model_messages(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="住宿费标准是多少？",
                ontology=ontology,
                tool_payload={"result_type": "knowledge_search", "hits": []},
            ),
            citations=[],
            suggested_actions=[],
            risk_flags=[],
            draft_payload=None,
            fallback_answer="",
        )
        assert "只能依据 facts.tool_payload.hits、facts.knowledge_answer_evidence" in messages[0]["content"]
        assert "不能用常识、外部知识或主观推断补齐缺失条件" in messages[0]["content"]
        assert "不能只依赖排在最前面的片段" in messages[0]["content"]
        assert "不能把第一列的数值直接套给后面的列名" in messages[0]["content"]
        assert "knowledge_evidence_blocks" in messages[0]["content"]
        assert '"knowledge_answer_evidence": []' in messages[1]["content"]


def test_user_agent_knowledge_fallback_is_honest_and_personalized() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="住宿费标准是多少？",
                user_id="pytest",
                context_json={"session_type": "knowledge"},
            )
        )
        service = UserAgentService(db)
        answer = service._build_knowledge_search_answer(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="住宿费标准是多少？",
                ontology=ontology,
                context_json={"name": "张三"},
                tool_payload={
                    "result_type": "knowledge_search",
                    "hits": [{"title": "差旅费制度", "content": "住宿费标准正文"}],
                },
            ),
            citations=[],
        )

        assert answer.startswith("张三，您好。")
        assert "答案整理阶段本轮没有及时返回" in answer
        assert "先给你当前最直接的依据" in answer
        assert "《差旅费制度》" in answer


def test_user_agent_knowledge_answer_generation_uses_fast_timeouts(monkeypatch) -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="住宿费标准是多少？",
                user_id="pytest",
                context_json={"session_type": "knowledge"},
            )
        )
        service = UserAgentService(db)
        captured: dict[str, object] = {}

        def fake_complete(messages, **kwargs):
            captured["messages"] = messages
            captured.update(kwargs)
            return "测试回答"

        monkeypatch.setattr(service.runtime_chat_service, "complete", fake_complete)

        answer = service._generate_answer_with_model(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="住宿费标准是多少？",
                ontology=ontology,
                tool_payload={"result_type": "knowledge_search", "hits": []},
            ),
            citations=[],
            suggested_actions=[],
            risk_flags=[],
            draft_payload=None,
            fallback_answer="",
        )

        assert answer == "测试回答"
        assert captured["timeout_seconds"] == 5
        assert captured["slot_timeouts"] == {"main": 3, "backup": 5}
        assert captured["max_attempts"] == 1


def test_user_agent_prefers_structured_table_hit_for_standard_query() -> None:
    selected = UserAgentService._select_knowledge_model_hits(
        {
            "hits": [
                {"content": "raw hit 1"},
                {"content": "raw hit 2"},
                {"content": "# 问答线索补充\n\n- 第二章 报销时限：费用发生后 30 日内提交申请。"},
                {"content": "# 结构化表格补充\n\n| 项目 | 餐补 |\n| 其他地区 | 55 |"},
            ]
        },
        question="餐补标准是多少？",
    )

    assert selected[0]["content"].startswith("# 结构化表格补充")
    assert any(item["content"].startswith("# 结构化表格补充") for item in selected[:2])


def test_user_agent_prefers_relevant_raw_hit_over_generic_appendix() -> None:
    selected = UserAgentService._select_knowledge_model_hits(
        {
            "hits": [
                {"content": "# 章节导航\n\n- 第一章 总则\n- 第二章 职责分工"},
                {"content": "# 问答线索补充\n\n- 第二章 职责分工：计划财务部负责财务审核。"},
                {"content": "一般性说明文字，没有探亲差旅归口信息。"},
                {"content": "附表3：支出归口管理部门与归口业务范围\n组织人事部：探亲差旅、条件艰苦及安全风险较高区域补助等支出。"},
            ]
        },
        question="探亲差旅归哪个部门管理？",
    )

    assert "组织人事部" in selected[0]["content"]


def test_user_agent_uses_fast_knowledge_answer_without_model(monkeypatch) -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="报销时限是多少？",
                user_id="pytest",
                context_json={"session_type": "knowledge"},
            )
        )
        service = UserAgentService(db)
        monkeypatch.setattr(
            service,
            "_generate_answer_with_model",
            lambda *args, **kwargs: (_ for _ in ()).throw(AssertionError("model should not be called")),
        )

        response = service.respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="报销时限是多少？",
                ontology=ontology,
                context_json={
                    "name": "张三",
                    "session_type": "knowledge",
                    "user_input_text": "报销时限是多少？",
                },
                tool_payload={
                    "result_type": "knowledge_search",
                    "hits": [
                        {
                            "title": "费用报销制度",
                            "content": (
                                "# 问答线索补充\n\n"
                                "- 第二章 报销时限：员工应在费用发生后 30 日内提交报销申请。\n"
                                "- 第二章 报销时限：超过 30 日需补充审批说明。"
                            ),
                        },
                    ],
                },
            )
        )

        assert response.answer.startswith("张三，您好。")
        assert "当前能直接确认的是" in response.answer
        assert "30 日内提交报销申请" in response.answer
        assert "## 依据" not in response.answer
        assert "答案整理阶段本轮没有及时返回" not in response.answer


def test_user_agent_fast_knowledge_answer_renders_relevant_table_preview() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="餐补标准是多少？",
                user_id="pytest",
                context_json={"session_type": "knowledge"},
            )
        )
        service = UserAgentService(db)

        answer = service._build_fast_knowledge_answer(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="餐补标准是多少？",
                ontology=ontology,
                context_json={
                    "session_type": "knowledge",
                    "user_input_text": "餐补标准是多少？",
                },
                tool_payload={
                    "result_type": "knowledge_search",
                    "hits": [
                        {
                            "title": "费用报销制度",
                            "content": (
                                "# 结构化表格补充\n\n"
                                "## 表3 出差补贴标准\n\n"
                                "| 项目 | 港澳台 | 其他地区 | 国外 |\n"
                                "| --- | --- | --- | --- |\n"
                                "| 餐补 | 75 | 55 | 140 |\n"
                                "| 住宿补贴 | 35 | 35 | 35 |\n"
                            ),
                        }
                    ],
                },
            ),
            citations=[],
        )

        assert answer is not None
        assert "| 项目 | 港澳台 | 其他地区 | 国外 |" in answer
        assert "| 餐补 | 75 | 55 | 140 |" in answer
        assert "## 依据" not in answer


def test_user_agent_fast_knowledge_answer_notes_missing_location_grounding() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="前往北京出差的报销标准是什么？",
                user_id="pytest",
                context_json={"session_type": "knowledge"},
            )
        )
        service = UserAgentService(db)

        answer = service._build_fast_knowledge_answer(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="前往北京出差的报销标准是什么？",
                ontology=ontology,
                context_json={
                    "session_type": "knowledge",
                    "user_input_text": "前往北京出差的报销标准是什么？",
                },
                tool_payload={
                    "result_type": "knowledge_search",
                    "hits": [
                        {
                            "title": "费用报销制度",
                            "content": (
                                "# 结构化表格补充\n\n"
                                "## 表3 出差补贴标准\n\n"
                                "| 项目 | 港澳台 | 直辖市/特区/西藏 | 其他地区 |\n"
                                "| --- | --- | --- | --- |\n"
                                "| 餐补 | 75 | 65 | 55 |\n"
                                "| 基本补贴 | 35 | 35 | 35 |\n"
                            ),
                        }
                    ],
                },
            ),
            citations=[],
        )

        assert answer is not None
        assert "没有直接写出“北京”对应的地区档位或映射关系" in answer
        assert "## 依据" not in answer


def test_user_agent_fast_knowledge_answer_expands_lead_in_list_items() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="出差记录链条中断时，要提供哪些业务佐证材料？",
                user_id="pytest",
                context_json={"session_type": "knowledge"},
            )
        )
        service = UserAgentService(db)

        answer = service._build_fast_knowledge_answer(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="出差记录链条中断时，要提供哪些业务佐证材料？",
                ontology=ontology,
                context_json={
                    "session_type": "knowledge",
                    "user_input_text": "出差记录链条中断时，要提供哪些业务佐证材料？",
                },
                tool_payload={
                    "result_type": "knowledge_search",
                    "hits": [
                        {
                            "title": "费用报销制度",
                            "content": (
                                "第十三条 差旅费\n\n"
                                "（2）出差记录链条中断时，应提供业务佐证材料：\n"
                                "① 登机牌、高速道路通行记录、其他道路通行记录、租车记录等。\n"
                                "② 支付记录。\n"
                                "③ 出差审批邮件、短信、微信等。"
                            ),
                        }
                    ],
                },
            ),
            citations=[],
        )

        assert answer is not None
        assert "当前能直接确认的是" in answer
        assert "登机牌、高速道路通行记录" in answer
        assert "支付记录" in answer
        assert "出差审批邮件、短信、微信等" in answer
        assert "（3）" not in answer
        assert "## 依据" not in answer


def test_user_agent_model_prompt_supports_contextual_personalization() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我能坐什么舱位？",
                user_id="pytest",
            )
        )
        service = UserAgentService(db)
        messages = service._build_model_messages(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我能坐什么舱位？",
                ontology=ontology,
                context_json={
                    "name": "张三",
                    "position": "财务分析师",
                    "grade": "P5",
                    "role": "财务人员",
                    "role_codes": ["finance"],
                },
                tool_payload={},
            ),
            citations=[],
            suggested_actions=[],
            risk_flags=[],
            draft_payload=None,
            fallback_answer="",
        )

        system_prompt = messages[0]["content"]
        user_prompt = messages[1]["content"]
        assert "context.user_grade" in system_prompt
        assert "conversation_history" in user_prompt
        assert '"user_name": "张三"' in user_prompt
        assert '"user_position": "财务分析师"' in user_prompt
        assert '"user_grade": "P5"' in user_prompt


def test_user_agent_guides_generic_expense_request() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我要报销",
                user_id="pytest",
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我要报销",
                ontology=ontology,
                tool_payload={"record_count": 9, "total_amount": 12345.0},
            )
        )

        assert response.review_payload is not None
        assert response.answer == response.review_payload.body_message
        assert response.review_payload.can_proceed is False
        assert response.review_payload.missing_slots == [
            "报销类型",
            "发生时间",
            "金额",
            "事由说明",
            "票据附件",
        ]
        assert [item.action_type for item in response.review_payload.confirmation_actions] == [
            "cancel_review",
            "edit_review",
            "save_draft",
        ]


def test_user_agent_guides_implicit_expense_draft_request() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        today = datetime.now(UTC).date().isoformat()
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我今天去客户现场，招待了客户，花销了1000元",
                user_id="pytest",
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我今天去客户现场，招待了客户，花销了1000元",
                ontology=ontology,
                tool_payload={"draft_only": True},
            )
        )

        assert response.review_payload is not None
        assert response.answer == response.review_payload.body_message
        assert response.review_payload.intent_summary.startswith("识别到您希望报销一笔“业务招待费”费用。")
        assert response.review_payload.missing_slots == ["客户名称", "参与人员", "票据附件"]
        assert [item.action_type for item in response.review_payload.confirmation_actions] == [
            "cancel_review",
            "edit_review",
            "save_draft",
        ]

        slot_map = {item.key: item for item in response.review_payload.slot_cards}
        assert slot_map["expense_type"].value == "业务招待费"
        assert slot_map["time_range"].value == today
        assert slot_map["time_range"].raw_value == "今天"
        assert slot_map["location"].value == "客户现场"
        assert slot_map["amount"].value == "1000.00元"


def test_user_agent_guides_narrative_with_day_before_yesterday() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我前天请客户吃饭花了200元",
                user_id="pytest",
                context_json={
                    "client_now_iso": "2026-05-12T16:30:00.000Z",
                    "client_timezone_offset_minutes": -480,
                },
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我前天请客户吃饭花了200元",
                ontology=ontology,
                tool_payload={"draft_only": True},
            )
        )

        assert response.review_payload is not None
        slot_map = {item.key: item for item in response.review_payload.slot_cards}
        assert slot_map["time_range"].raw_value == "前天"
        assert slot_map["time_range"].value == "2026-05-11"
        assert "时间为 2026-05-11" in response.review_payload.intent_summary


def test_user_agent_guides_riding_fare_as_transport_expense() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        message = "业务发生时间:2026-03-04，送客户去林萃小区办事，请报销乘车费用"
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query=message,
                user_id="pytest",
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message=message,
                ontology=ontology,
                tool_payload={"draft_only": True},
            )
        )

        assert response.review_payload is not None
        slot_map = {item.key: item for item in response.review_payload.slot_cards}
        assert slot_map["expense_type"].value == "交通费"
        assert slot_map["expense_type"].normalized_value == "transport"
        assert slot_map["time_range"].value == "2026-03-04"
        assert slot_map["reason"].value == "送客户去林萃小区办事，请报销乘车费用"
        assert "业务发生时间" not in slot_map["reason"].raw_value
        assert "“交通费”" in response.review_payload.intent_summary


def test_user_agent_does_not_treat_draft_saved_message_as_precheck_risk_for_transport() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        message = "业务发生时间:2026-03-04，送客户去林萃小区办事，打车花了32元，请报销乘车费用"
        context_json = {
            "name": "赵六",
            "attachment_names": ["didi-trip.png"],
            "attachment_count": 1,
            "ocr_documents": [
                {
                    "filename": "didi-trip.png",
                    "summary": "滴滴出行 支付金额 32 元",
                    "text": "滴滴出行 支付金额 32 元",
                    "document_type": "taxi_receipt",
                    "scene_code": "transport",
                    "document_fields": [
                        {"key": "amount", "label": "支付金额", "value": "32.00"},
                    ],
                    "warnings": [],
                }
            ],
        }
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query=message,
                user_id="pytest",
                context_json=context_json,
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message=message,
                ontology=ontology,
                context_json=context_json,
                tool_payload={
                    "draft_only": True,
                    "claim_id": "claim-1",
                    "claim_no": "EXP-202603-001",
                    "status": "draft",
                    "message": (
                        "已创建报销草稿 EXP-202603-001，当前状态为 draft。"
                        "你可以继续补充费用明细、客户单位和票据附件。"
                    ),
                },
            )
        )

        assert response.review_payload is not None
        assert response.review_payload.can_proceed is True
        assert "客户名称" not in response.review_payload.missing_slots
        assert "参与人员" not in response.review_payload.missing_slots
        assert "票据附件" not in response.review_payload.missing_slots
        risk_text = "\n".join(
            f"{item.title}\n{item.content}" for item in response.review_payload.risk_briefs
        )
        assert "AI预审未通过" not in risk_text
        assert "已创建报销草稿" not in risk_text


def test_user_agent_attachment_only_upload_uses_generic_scene_reason_without_fabrication() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我上传了 1 份票据，请结合附件名称给出报销建议并尽量生成草稿。",
                user_id="pytest",
                context_json={
                    "attachment_names": ["didi-trip.png"],
                    "attachment_count": 1,
                    "ocr_documents": [
                        {
                            "filename": "didi-trip.png",
                            "summary": "滴滴出行 订单金额 32 元",
                            "text": "滴滴出行 订单金额 32 元",
                            "document_type": "taxi_receipt",
                            "scene_code": "transport",
                        }
                    ],
                    "user_input_text": "",
                },
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我上传了 1 份票据，请结合附件名称给出报销建议并尽量生成草稿。\n附件名称：didi-trip.png",
                ontology=ontology,
                context_json={
                    "attachment_names": ["didi-trip.png"],
                    "attachment_count": 1,
                    "ocr_documents": [
                        {
                            "filename": "didi-trip.png",
                            "summary": "滴滴出行 订单金额 32 元",
                            "text": "滴滴出行 订单金额 32 元",
                            "document_type": "taxi_receipt",
                            "scene_code": "transport",
                        }
                    ],
                    "user_input_text": "",
                },
                tool_payload={"draft_only": True},
            )
        )

        assert response.review_payload is not None
        slot_map = {item.key: item for item in response.review_payload.slot_cards}
        assert slot_map["reason"].value == "交通出行"
        assert slot_map["reason"].status == "inferred"


def test_user_agent_transport_flow_infers_reason_and_does_not_require_location_or_merchant() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我上传了交通票据，帮我生成报销草稿",
                user_id="pytest",
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我上传了交通票据，帮我生成报销草稿",
                ontology=ontology,
                context_json={
                    "attachment_names": ["didi-trip.png"],
                    "attachment_count": 1,
                    "ocr_documents": [
                        {
                            "filename": "didi-trip.png",
                            "summary": "滴滴出行 支付金额 32 元",
                            "text": "滴滴出行 支付金额 32 元",
                            "document_type": "taxi_receipt",
                            "scene_code": "transport",
                            "scene_label": "交通票据",
                        }
                    ],
                },
                tool_payload={"draft_only": True},
            )
        )

        assert response.review_payload is not None
        slot_map = {item.key: item for item in response.review_payload.slot_cards}
        assert slot_map["reason"].value == "交通出行"
        assert slot_map["reason"].status == "inferred"
        assert "酒店/商户" not in response.review_payload.missing_slots
        assert "地点" not in response.review_payload.missing_slots
        assert "事由说明" not in response.review_payload.missing_slots


def test_user_agent_risk_response_includes_rule_citations() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="检查重复报销风险",
                user_id="pytest",
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="检查重复报销风险",
                ontology=ontology,
                tool_payload={"risk_flags": ["duplicate_expense"]},
            )
        )

        assert response.risk_flags == ["duplicate_expense"]
        assert any(item.source_type == "rule" for item in response.citations)
        assert "duplicate_expense" in response.answer


def test_user_agent_draft_returns_structured_payload() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="帮我生成张三4月差旅报销草稿",
                user_id="pytest",
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="帮我生成张三4月差旅报销草稿",
                ontology=ontology,
                tool_payload={"draft_only": True},
            )
        )

        assert response.draft_payload is not None
        assert response.draft_payload.confirmation_required is True
        assert response.review_payload is not None
        assert response.review_payload.can_proceed is False
        assert response.review_payload.missing_slots == ["金额", "事由说明", "票据附件"]
        assert [item.action_type for item in response.review_payload.confirmation_actions] == [
            "cancel_review",
            "edit_review",
            "save_draft",
        ]
        assert response.answer == response.review_payload.body_message


def test_user_agent_returns_draft_limit_message_when_save_is_blocked() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="请按当前识别信息保存报销草稿",
                user_id="pytest",
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="请按当前识别信息保存报销草稿",
                ontology=ontology,
                context_json={"review_action": "save_draft"},
                tool_payload={
                    "draft_limit_reached": True,
                    "message": "你当前已保存 3 个草稿，请先完成已保存的草稿，才能再次新建草稿。",
                    "status": "blocked",
                },
            )
        )

        assert (
            response.answer
            == "你当前已保存 3 个草稿，请先完成已保存的草稿，才能再次新建草稿。"
        )


def test_user_agent_returns_submitted_draft_payload_for_review_next_step() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        context_json = {
            "review_action": "next_step",
            "draft_claim_id": "claim-1",
            "attachment_count": 1,
        }
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我已核对右侧识别结果，请进入下一步。",
                user_id="pytest",
                context_json=context_json,
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我已核对右侧识别结果，请进入下一步。",
                ontology=ontology,
                context_json=context_json,
                tool_payload={
                    "claim_id": "claim-1",
                    "claim_no": "BX202605200001",
                    "status": "submitted",
                    "approval_stage": "直属领导审批",
                },
            )
        )

        assert response.draft_payload is not None
        assert response.draft_payload.status == "submitted"
        assert response.draft_payload.confirmation_required is False
        assert "当前节点为 直属领导审批" in response.answer


def test_user_agent_builds_review_payload_for_multi_document_expense_flow() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        yesterday = (datetime.now(UTC).date() - timedelta(days=1)).isoformat()
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我昨天去上海出差，还请客户A吃饭，帮我生成报销草稿",
                user_id="pytest",
                context_json={
                    "attachment_names": ["机票行程单.png", "餐饮发票.jpg"],
                    "attachment_count": 2,
                    "ocr_documents": [
                        {
                            "filename": "机票行程单.png",
                            "summary": "机票行程单 上海-北京 金额 680 元",
                            "text": "机票行程单 上海-北京 金额 680 元",
                            "avg_score": 0.93,
                            "warnings": [],
                        },
                        {
                            "filename": "餐饮发票.jpg",
                            "summary": "餐饮发票 客户招待 金额 320 元",
                            "text": "餐饮发票 客户招待 金额 320 元",
                            "avg_score": 0.91,
                            "warnings": [],
                        },
                    ],
                },
            )
        )
        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我昨天去上海出差，还请客户A吃饭，帮我生成报销草稿",
                ontology=ontology,
                context_json={
                    "name": "张三",
                    "attachment_names": ["机票行程单.png", "餐饮发票.jpg"],
                    "attachment_count": 2,
                    "ocr_documents": [
                        {
                            "filename": "机票行程单.png",
                            "summary": "机票行程单 上海-北京 金额 680 元",
                            "text": "机票行程单 上海-北京 金额 680 元",
                            "avg_score": 0.93,
                            "warnings": [],
                        },
                        {
                            "filename": "餐饮发票.jpg",
                            "summary": "餐饮发票 客户招待 金额 320 元",
                            "text": "餐饮发票 客户招待 金额 320 元",
                            "avg_score": 0.91,
                            "warnings": [],
                        },
                    ],
                },
                tool_payload={"draft_only": True, "claim_no": "EXP-202605-009", "status": "draft"},
            )
        )

        assert response.review_payload is not None
        assert len(response.review_payload.document_cards) == 2
        assert len(response.review_payload.claim_groups) == 2
        assert response.review_payload.missing_slots == ["参与人员"]
        assert [item.action_type for item in response.review_payload.confirmation_actions] == [
            "cancel_review",
            "edit_review",
            "save_draft",
        ]
        assert any(item.scene_label == "业务招待费" for item in response.review_payload.document_cards)
        assert f"时间为 {yesterday}" in response.review_payload.intent_summary
        slot_map = {item.key: item for item in response.review_payload.slot_cards}
        assert slot_map["time_range"].value == yesterday
        assert slot_map["time_range"].raw_value == "昨天"


def test_user_agent_sums_multi_document_amounts_from_synonym_fields() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我上传了两张交通票据，帮我生成报销草稿",
                user_id="pytest",
                context_json={
                    "attachment_names": ["滴滴行程单.png", "停车票.jpg"],
                    "attachment_count": 2,
                    "ocr_documents": [
                        {
                            "filename": "滴滴行程单.png",
                            "summary": "滴滴出行电子行程单",
                            "text": "滴滴出行 订单金额 ￥32.50",
                            "avg_score": 0.94,
                            "document_fields": [
                                {"key": "amount", "label": "支付金额", "value": "32.50"},
                            ],
                            "warnings": [],
                        },
                        {
                            "filename": "停车票.jpg",
                            "summary": "停车票",
                            "text": "停车费 合计 18 元",
                            "avg_score": 0.92,
                            "document_fields": [
                                {"key": "total_amount", "label": "合计金额", "value": "18"},
                            ],
                            "warnings": [],
                        },
                    ],
                },
            )
        )

        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我上传了两张交通票据，帮我生成报销草稿",
                ontology=ontology,
                context_json={
                    "attachment_names": ["滴滴行程单.png", "停车票.jpg"],
                    "attachment_count": 2,
                    "ocr_documents": [
                        {
                            "filename": "滴滴行程单.png",
                            "summary": "滴滴出行电子行程单",
                            "text": "滴滴出行 订单金额 ￥32.50",
                            "avg_score": 0.94,
                            "document_fields": [
                                {"key": "amount", "label": "支付金额", "value": "32.50"},
                            ],
                            "warnings": [],
                        },
                        {
                            "filename": "停车票.jpg",
                            "summary": "停车票",
                            "text": "停车费 合计 18 元",
                            "avg_score": 0.92,
                            "document_fields": [
                                {"key": "total_amount", "label": "合计金额", "value": "18"},
                            ],
                            "warnings": [],
                        },
                    ],
                },
                tool_payload={"draft_only": True},
            )
        )

        assert response.review_payload is not None
        slot_map = {item.key: item for item in response.review_payload.slot_cards}
        assert slot_map["amount"].value == "50.50元"
        document_field_labels = [
            field.label
            for card in response.review_payload.document_cards
            for field in card.fields
        ]
        assert "金额" in document_field_labels


def test_user_agent_prefers_larger_decimal_amount_from_ocr_text_candidates() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我上传了打车票据，帮我生成报销草稿",
                user_id="pytest",
                context_json={
                    "attachment_names": ["滴滴行程单.png"],
                    "attachment_count": 1,
                    "ocr_documents": [
                        {
                            "filename": "滴滴行程单.png",
                            "summary": "滴滴出行电子行程单",
                            "text": "滴滴出行 支付金额 1 元，实付 13.4 元，订单号 12345678",
                            "avg_score": 0.94,
                            "warnings": [],
                        },
                    ],
                },
            )
        )

        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我上传了打车票据，帮我生成报销草稿",
                ontology=ontology,
                context_json={
                    "attachment_names": ["滴滴行程单.png"],
                    "attachment_count": 1,
                    "ocr_documents": [
                        {
                            "filename": "滴滴行程单.png",
                            "summary": "滴滴出行电子行程单",
                            "text": "滴滴出行 支付金额 1 元，实付 13.4 元，订单号 12345678",
                            "avg_score": 0.94,
                            "warnings": [],
                        },
                    ],
                },
                tool_payload={"draft_only": True},
            )
        )

        assert response.review_payload is not None
        slot_map = {item.key: item for item in response.review_payload.slot_cards}
        assert slot_map["amount"].value == "13.40元"


def test_user_agent_review_payload_keeps_document_preview_data() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我上传了打车票据，帮我生成报销草稿",
                user_id="pytest",
                context_json={
                    "attachment_names": ["滴滴行程单.png"],
                    "attachment_count": 1,
                    "ocr_documents": [
                        {
                            "filename": "滴滴行程单.png",
                            "summary": "滴滴出行电子行程单",
                            "text": "滴滴出行 实付 13.4 元",
                            "avg_score": 0.94,
                            "preview_kind": "image",
                            "preview_data_url": "data:image/png;base64,ZmFrZQ==",
                            "warnings": [],
                        },
                    ],
                },
            )
        )

        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我上传了打车票据，帮我生成报销草稿",
                ontology=ontology,
                context_json={
                    "attachment_names": ["滴滴行程单.png"],
                    "attachment_count": 1,
                    "ocr_documents": [
                        {
                            "filename": "滴滴行程单.png",
                            "summary": "滴滴出行电子行程单",
                            "text": "滴滴出行 实付 13.4 元",
                            "avg_score": 0.94,
                            "preview_kind": "image",
                            "preview_data_url": "data:image/png;base64,ZmFrZQ==",
                            "warnings": [],
                        },
                    ],
                },
                tool_payload={"draft_only": True},
            )
        )

        assert response.review_payload is not None
        assert response.review_payload.document_cards[0].preview_kind == "image"
        assert response.review_payload.document_cards[0].preview_data_url.startswith("data:image/png;base64,")


def test_user_agent_prompts_existing_draft_association_choice_for_multi_documents() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        ontology = SemanticOntologyService(db).parse(
            OntologyParseRequest(
                query="我上传了两张票据，帮我生成报销草稿",
                user_id="pytest",
            )
        )

        response = UserAgentService(db).respond(
            UserAgentRequest(
                run_id=ontology.run_id,
                user_id="pytest",
                message="我上传了两张票据，帮我生成报销草稿",
                ontology=ontology,
                context_json={
                    "attachment_names": ["滴滴行程单.png", "餐饮发票.jpg"],
                    "attachment_count": 2,
                    "ocr_documents": [
                        {"filename": "滴滴行程单.png", "summary": "滴滴出行 金额 32 元", "text": "滴滴出行 金额 32 元"},
                        {"filename": "餐饮发票.jpg", "summary": "餐饮发票 金额 68 元", "text": "餐饮发票 金额 68 元"},
                    ],
                },
                tool_payload={
                    "pending_association_decision": True,
                    "association_candidate_claim_no": "EXP-202605-008",
                },
            )
        )

        assert response.review_payload is not None
        assert response.review_payload.can_proceed is False
        assert [item.action_type for item in response.review_payload.confirmation_actions] == [
            "cancel_review",
            "edit_review",
            "link_to_existing_draft",
            "create_new_claim_from_documents",
        ]
        assert "EXP-202605-008" in response.answer