X-Financial/server/tests/test_orchestrator_review_flow.py

from __future__ import annotations

from datetime import UTC, date, datetime
from decimal import Decimal

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

from app.db.base import Base
from app.models.employee import Employee
from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
from app.schemas.orchestrator import OrchestratorRequest
from app.services.agent_conversations import AgentConversationService
from app.services.orchestrator import OrchestratorService


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_review_next_step_run_submits_existing_claim_and_returns_draft_payload(
    monkeypatch,
) -> None:
    monkeypatch.setattr(
        "app.services.runtime_chat.RuntimeChatService.complete",
        lambda *_args, **_kwargs: None,
    )
    session_factory = build_session_factory()
    with session_factory() as db:
        manager = Employee(
            employee_no="E9000",
            name="李经理",
            email="manager-next@example.com",
        )
        employee = Employee(
            employee_no="E9001",
            name="张三",
            email="emp-next@example.com",
            manager=manager,
        )
        claim = ExpenseClaim(
            id="claim-next-step",
            claim_no="EXP-202605-001",
            employee=employee,
            employee_id=employee.id,
            employee_name="张三",
            department_name="销售部",
            expense_type="office",
            reason="采购办公用品",
            location="上海",
            amount=Decimal("128.00"),
            currency="CNY",
            invoice_count=1,
            occurred_at=datetime(2026, 5, 20, 9, 0, tzinfo=UTC),
            status="draft",
            approval_stage="待提交",
            items=[
                ExpenseClaimItem(
                    item_date=date(2026, 5, 20),
                    item_type="office",
                    item_reason="采购办公用品",
                    item_location="上海",
                    item_amount=Decimal("128.00"),
                    invoice_id="office-invoice.png",
                )
            ],
        )
        db.add_all([manager, employee, claim])
        db.commit()

        response = OrchestratorService(db).run(
            OrchestratorRequest(
                source="user_message",
                user_id="emp-next@example.com",
                message="我已核对右侧识别结果，请进入下一步。",
                context_json={
                    "review_action": "next_step",
                    "draft_claim_id": claim.id,
                    "attachment_count": 1,
                    "name": "张三",
                },
            )
        )

        db.refresh(claim)
        assert response.status == "succeeded"
        assert response.requires_confirmation is False
        assert response.result["draft_payload"]["status"] == "submitted"
        assert response.result["draft_payload"]["approval_stage"] == "直属领导审批"
        assert claim.status == "submitted"
        assert claim.approval_stage == "直属领导审批"
        assert claim.submitted_at is not None
        assert response.conversation_id
        assert AgentConversationService(db).get_conversation(response.conversation_id) is None


def test_review_next_step_blocked_returns_reasons_and_removes_next_step_action(
    monkeypatch,
) -> None:
    monkeypatch.setattr(
        "app.services.runtime_chat.RuntimeChatService.complete",
        lambda *_args, **_kwargs: None,
    )
    session_factory = build_session_factory()
    with session_factory() as db:
        employee = Employee(
            employee_no="E9011",
            name="张三",
            email="emp-blocked@example.com",
        )
        claim = ExpenseClaim(
            id="claim-next-step-blocked",
            claim_no="EXP-202605-002",
            employee=employee,
            employee_id=employee.id,
            employee_name="张三",
            department_name="待补充",
            expense_type="office",
            reason="采购办公用品",
            location="上海",
            amount=Decimal("128.00"),
            currency="CNY",
            invoice_count=1,
            occurred_at=datetime(2026, 5, 20, 9, 0, tzinfo=UTC),
            status="draft",
            approval_stage="待提交",
            items=[
                ExpenseClaimItem(
                    item_date=date(2026, 5, 20),
                    item_type="office",
                    item_reason="采购办公用品",
                    item_location="上海",
                    item_amount=Decimal("128.00"),
                    invoice_id="office-invoice.png",
                )
            ],
        )
        db.add_all([employee, claim])
        db.commit()

        response = OrchestratorService(db).run(
            OrchestratorRequest(
                source="user_message",
                user_id="emp-blocked@example.com",
                message="我已核对右侧识别结果，请进入下一步。",
                context_json={
                    "review_action": "next_step",
                    "draft_claim_id": claim.id,
                    "attachment_count": 1,
                    "name": "张三",
                },
            )
        )

        result = response.result
        review_payload = result["review_payload"]
        actions = {
            str(item.get("action_type") or "").strip()
            for item in review_payload["confirmation_actions"]
        }

        assert response.status == "succeeded"
        assert result["draft_payload"]["status"] == "draft"
        assert response.conversation_id
        assert AgentConversationService(db).get_conversation(response.conversation_id) is not None
        assert "AI预审暂未通过" in result["answer"]
        assert "所属部门未完善" in result["answer"]
        assert "next_step" not in actions
        assert "save_draft" in actions
        assert any(
            "所属部门未完善" in str(item.get("content") or "")
            for item in review_payload["risk_briefs"]
        )


def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_prompt() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        service = AgentConversationService(db)
        conversation = service.get_or_create_conversation(
            conversation_id="conv-review-type-lock",
            user_id="emp-review-type@example.com",
            source="user_message",
            context_json={
                "session_type": "expense",
                "draft_claim_id": "claim-old",
                "attachment_names": ["old-train-ticket.pdf"],
                "attachment_count": 1,
                "review_form_values": {
                    "expense_type": "差旅费",
                    "business_location": "北京",
                },
            },
        )

        fresh_context = service.hydrate_context_json(
            conversation=conversation,
            context_json={"draft_claim_id": "claim-old"},
            message="业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销",
        )
        continued_context = service.hydrate_context_json(
            conversation=conversation,
            context_json={},
            message="继续补充酒店发票",
        )

        assert "draft_claim_id" not in fresh_context
        assert "attachment_names" not in fresh_context
        assert "review_form_values" not in fresh_context
        assert fresh_context["conversation_state"]["review_form_values"]["expense_type"] == "差旅费"
        assert continued_context["draft_claim_id"] == "claim-old"
        assert continued_context["review_form_values"]["expense_type"] == "差旅费"


def test_orchestrator_history_query_filters_location_time_and_returns_real_amount(
    monkeypatch,
) -> None:
    monkeypatch.setattr(
        "app.services.runtime_chat.RuntimeChatService.complete",
        lambda *_args, **_kwargs: None,
    )
    session_factory = build_session_factory()
    with session_factory() as db:
        employee = Employee(
            id="emp-history-query",
            employee_no="E9020",
            name="张三",
            email="history-query@example.com",
        )
        beijing_claim = ExpenseClaim(
            id="claim-history-beijing",
            claim_no="EXP-202506-001",
            employee=employee,
            employee_id=employee.id,
            employee_name="张三",
            department_name="交付部",
            expense_type="travel",
            reason="去北京支持客户项目",
            location="北京",
            amount=Decimal("321.45"),
            currency="CNY",
            invoice_count=2,
            occurred_at=datetime(2025, 6, 18, 9, 0, tzinfo=UTC),
            submitted_at=datetime(2025, 6, 19, 10, 0, tzinfo=UTC),
            status="paid",
            approval_stage="已入账",
        )
        shanghai_claim = ExpenseClaim(
            id="claim-history-shanghai",
            claim_no="EXP-202507-001",
            employee=employee,
            employee_id=employee.id,
            employee_name="张三",
            department_name="交付部",
            expense_type="travel",
            reason="去上海支持项目",
            location="上海",
            amount=Decimal("888.00"),
            currency="CNY",
            invoice_count=1,
            occurred_at=datetime(2025, 7, 8, 9, 0, tzinfo=UTC),
            submitted_at=datetime(2025, 7, 9, 10, 0, tzinfo=UTC),
            status="paid",
            approval_stage="已入账",
        )
        current_year_claim = ExpenseClaim(
            id="claim-history-beijing-current",
            claim_no="EXP-202601-001",
            employee=employee,
            employee_id=employee.id,
            employee_name="张三",
            department_name="交付部",
            expense_type="travel",
            reason="去北京支持年度项目",
            location="北京",
            amount=Decimal("666.00"),
            currency="CNY",
            invoice_count=1,
            occurred_at=datetime(2026, 1, 8, 9, 0, tzinfo=UTC),
            submitted_at=datetime(2026, 1, 9, 10, 0, tzinfo=UTC),
            status="paid",
            approval_stage="已入账",
        )
        db.add_all([employee, beijing_claim, shanghai_claim, current_year_claim])
        db.commit()

        response = OrchestratorService(db).run(
            OrchestratorRequest(
                source="user_message",
                user_id="history-query@example.com",
                message="我去年去北京报销的单据",
                context_json={
                    "client_now_iso": "2026-05-21T04:00:00.000Z",
                    "client_timezone_offset_minutes": -480,
                },
            )
        )

        query_payload = response.result["query_payload"]
        assert response.status == "succeeded"
        assert response.trace_summary.scenario == "expense"
        assert response.trace_summary.intent == "query"
        assert query_payload["record_count"] == 1
        assert query_payload["total_amount"] == 321.45
        assert [item["claim_no"] for item in query_payload["records"]] == ["EXP-202506-001"]
        assert "321.45" in response.result["answer"]


def test_orchestrator_expense_preview_does_not_persist_claim_before_user_action(
    monkeypatch,
) -> None:
    monkeypatch.setattr(
        "app.services.runtime_chat.RuntimeChatService.complete",
        lambda *_args, **_kwargs: None,
    )
    session_factory = build_session_factory()
    with session_factory() as db:
        employee = Employee(
            employee_no="E9030",
            name="预览员工",
            email="preview-orchestrator@example.com",
        )
        db.add(employee)
        db.commit()

        response = OrchestratorService(db).run(
            OrchestratorRequest(
                source="user_message",
                user_id="preview-orchestrator@example.com",
                message="业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报",
                context_json={
                    "name": "预览员工",
                    "user_input_text": "业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报",
                },
            )
        )

        user_claims = [
            claim
            for claim in db.query(ExpenseClaim).all()
            if claim.employee_name == "预览员工"
        ]
        assert response.status == "succeeded"
        assert response.result.get("review_payload") is not None
        assert response.result.get("draft_payload") is None
        assert "交通费通常以实际票据金额为基础" in response.result["answer"]
        assert user_claims == []


def test_orchestrator_prompts_scene_choices_before_review_for_fresh_ambiguous_expense(
    monkeypatch,
) -> None:
    monkeypatch.setattr(
        "app.services.runtime_chat.RuntimeChatService.complete",
        lambda *_args, **_kwargs: None,
    )
    session_factory = build_session_factory()
    with session_factory() as db:
        service = AgentConversationService(db)
        conversation = service.get_or_create_conversation(
            conversation_id="conv-scene-choice",
            user_id="emp-scene-choice@example.com",
            source="user_message",
            context_json={
                "session_type": "expense",
                "draft_claim_id": "claim-old",
                "review_form_values": {
                    "expense_type": "差旅费",
                    "business_location": "北京",
                },
            },
        )

        response = OrchestratorService(db).run(
            OrchestratorRequest(
                source="user_message",
                user_id="emp-scene-choice@example.com",
                conversation_id=conversation.conversation_id,
                message="业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销",
                context_json={
                    "session_type": "expense",
                    "draft_claim_id": "claim-old",
                },
            )
        )

        result = response.result
        assert response.status == "succeeded"
        assert result.get("review_payload") is None
        assert result.get("draft_payload") is None
        assert "请先在下面选择报销场景" in result["answer"]
        assert [item["label"] for item in result["suggested_actions"][:3]] == ["差旅费", "交通费", "住宿费"]