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X-Financial/server/src/app/services/user_agent_application.py

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from __future__ import annotations
import re
from datetime import UTC, datetime
from decimal import Decimal, InvalidOperation
from sqlalchemy import or_, select
from app.api.deps import CurrentUserContext
from app.models.financial_record import ExpenseClaim
from app.schemas.user_agent import (
UserAgentDraftPayload,
UserAgentRequest,
UserAgentResponse,
UserAgentSuggestedAction,
)
from app.schemas.reimbursement import TravelReimbursementCalculatorRequest
from app.services.expense_claim_access_policy import ExpenseClaimAccessPolicy
from app.services.expense_claim_risk_stage import with_risk_business_stage
from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
from app.services.document_numbering import (
build_document_number,
generate_unique_expense_claim_no,
)
from app.services.user_agent_application_dates import (
expand_application_time_with_days,
resolve_application_date_range,
resolve_application_days_from_time_range,
)
from app.services.user_agent_application_locations import normalize_application_location
from app.services.user_agent_application_summary import (
build_application_summary,
build_application_summary_table,
resolve_application_time_label,
)
from app.services.application_system_estimate import apply_application_system_estimate_to_facts
APPLICATION_CONTEXT_VALUES = {
"application",
"documents_application",
"expense_application",
"pre_approval",
"preapproval",
}
APPLICATION_BASE_FIELDS = ("time", "location", "reason")
APPLICATION_TIME_LABELS = ("行程时间", "出发时间", "返回时间", "招待时间", "申请时间", "发生时间", "业务发生时间", "时间")
APPLICATION_FIELD_LABELS = (
"申请类型",
"费用类型",
"姓名",
"申请人",
"部门",
"岗位",
"职级",
"直属领导",
*APPLICATION_TIME_LABELS,
"地点",
"业务地点",
"发生地点",
"目的地",
"事由",
"申请事由",
"出差事由",
"原因",
"用途",
"天数",
"出差天数",
"申请天数",
"出行方式",
"交通方式",
"交通工具",
"出行工具",
"用户预估费用",
"预估费用",
"预计总费用",
"预计费用",
"预计金额",
"申请金额",
"预算",
"金额",
"费用",
)
APPLICATION_TRANSPORT_OPTIONS = ("飞机", "火车", "轮船")
APPLICATION_TRANSPORT_KEYWORDS = {
"飞机": ("飞机", "机票", "航班", "乘机", "坐飞机"),
"火车": ("火车", "高铁", "动车", "铁路", "列车"),
"轮船": ("轮船", "", "客轮", "邮轮", "坐船"),
}
APPLICATION_TYPE_DISPLAY_LABELS = {
"travel": "差旅费用申请",
"travel_application": "差旅费用申请",
"expense_application": "费用申请",
"application": "费用申请",
"transport": "交通费用申请",
"transportation": "交通费用申请",
"traffic": "交通费用申请",
"hotel": "住宿费用申请",
"accommodation": "住宿费用申请",
"meeting": "会务费用申请",
"conference": "会务费用申请",
"purchase": "采购费用申请",
"procurement": "采购费用申请",
"training": "培训费用申请",
"business_entertainment": "业务招待申请",
"entertainment": "业务招待申请",
"office": "办公费用申请",
}
APPLICATION_REASON_VERBS = (
"支撑",
"支持",
"部署",
"上线",
"实施",
"驻场",
"拜访",
"验收",
"会议",
"采购",
"培训",
"协助",
"处理",
"办理",
"参加",
"进行",
)
APPLICATION_SUBMIT_KEYWORDS = (
"确认提交",
"确认申请",
"提交审核",
"确认无误提交",
"直接提交",
)
APPLICATION_SHORT_CONFIRMATIONS = {"提交", "确认", "", "好的", "可以", "没问题"}
APPLICATION_MISSING_VALUES = {"", "待补充", "待确认", "未知", "暂无", "", "null", "none"}
APPLICATION_DUPLICATE_IGNORED_STATUSES = {
"cancelled",
"canceled",
"void",
"voided",
"deleted",
"已取消",
"已作废",
"作废",
"已删除",
}
class UserAgentApplicationMixin:
@staticmethod
def _is_expense_application_request(payload: UserAgentRequest) -> bool:
context_json = payload.context_json or {}
context_values = {
str(context_json.get("session_type") or "").strip(),
str(context_json.get("entry_source") or "").strip(),
str(context_json.get("document_type") or "").strip(),
str(context_json.get("application_stage") or "").strip(),
}
conversation_state = context_json.get("conversation_state")
if isinstance(conversation_state, dict):
context_values.update(
{
str(conversation_state.get("session_type") or "").strip(),
str(conversation_state.get("entry_source") or "").strip(),
str(conversation_state.get("document_type") or "").strip(),
str(conversation_state.get("application_stage") or "").strip(),
}
)
if context_values & APPLICATION_CONTEXT_VALUES:
return True
history = context_json.get("conversation_history")
if not isinstance(history, list):
return False
compact_message = re.sub(r"\s+", "", str(payload.message or ""))
looks_like_submit = (
any(keyword in compact_message for keyword in APPLICATION_SUBMIT_KEYWORDS)
or compact_message in APPLICATION_SHORT_CONFIRMATIONS
)
if not looks_like_submit:
return False
return any(
isinstance(item, dict)
and str(item.get("role") or "").strip() == "assistant"
and (
"#application-submit" in str(item.get("content") or "")
or ("费用申请" in str(item.get("content") or "") and "确认" in str(item.get("content") or ""))
)
for item in history[-6:]
)
def _build_expense_application_response(
self,
payload: UserAgentRequest,
*,
risk_flags: list[str],
) -> UserAgentResponse:
facts = self._resolve_expense_application_facts(payload)
step = self._resolve_expense_application_step(payload, facts)
application_claim = None
if step == "submitted":
editable_claim = self._find_editable_expense_application_record(payload)
if editable_claim is not None:
application_claim = self._update_expense_application_record(payload, facts, editable_claim)
facts["application_edit_mode"] = "true"
else:
application_claim = self._find_duplicate_expense_application_record(payload, facts)
if application_claim is not None:
step = "duplicate"
facts["duplicate_application_stage"] = str(application_claim.approval_stage or "").strip()
else:
application_claim = self._create_expense_application_record(payload, facts)
facts["application_no"] = application_claim.claim_no
facts["application_claim_id"] = application_claim.id
facts["manager_name"] = self._resolve_application_manager_name(payload, application_claim)
return UserAgentResponse(
answer=self._build_expense_application_answer(payload, facts=facts, step=step),
citations=[],
suggested_actions=self._build_expense_application_actions(step, facts),
query_payload=None,
draft_payload=(
self._build_submitted_application_payload(application_claim, facts)
if step == "submitted"
else None
),
review_payload=None,
risk_flags=risk_flags,
requires_confirmation=step == "preview",
)
def _build_expense_application_answer(
self,
payload: UserAgentRequest,
*,
facts: dict[str, str],
step: str,
) -> str:
recognized_table = build_application_summary_table(facts, include_empty=False)
if step == "ask_missing":
missing_fields = self._resolve_application_missing_fields(facts)
missing_text = "".join(
self._display_application_slot_label(item)
for item in missing_fields
)
return "\n\n".join(
[
"我已按「费用申请 / 事前审批」来处理这条内容。",
"已识别信息:\n" + recognized_table,
f"当前还需要补充:{missing_text}",
"请一次性补齐上述字段,我会继续生成申请核对结果并让你确认是否提交。",
]
)
if step == "submitted":
application_no = str(facts.get("application_no") or "").strip() or self._build_application_claim_no(payload, facts)
manager_name = str(facts.get("manager_name") or "").strip() or "直属领导"
submitted_title = (
"申请单据已修改并重新提交,已进入审批流程。"
if str(facts.get("application_edit_mode") or "").strip().lower() == "true"
else "申请单据已生成,并已进入审批流程。"
)
return "\n\n".join(
[
submitted_title,
f"系统已推送给 {manager_name} 审核,当前节点:{manager_name}审核中。",
f"申请单号:{application_no}",
"下方是简要单据信息。需要查看完整详情时,请点击快捷方式进入单据详情。",
]
)
if step == "duplicate":
application_no = str(facts.get("application_no") or "").strip()
stage = str(facts.get("duplicate_application_stage") or "").strip() or "处理中"
time_label = resolve_application_time_label(facts)
return "\n\n".join(
[
f"检测到同一申请人、同一申请类型、同一{time_label}已存在申请单,系统没有重复创建。",
f"已有申请单号:{application_no}",
f"当前节点:{stage}",
"如需继续处理,请在单据中心查看该申请;如果本次业务时间不同,请先调整时间后再提交。",
]
)
return "\n\n".join(
[
"这是费用申请核对结果,请核对:",
build_application_summary_table(facts),
"请核对上述信息无误,确认无误后 [确认](#application-submit) 提交至审批流程。",
]
)
def _resolve_expense_application_facts(self, payload: UserAgentRequest) -> dict[str, str]:
facts = {
"time": "",
"location": "",
"reason": "",
"days": "",
"transport_mode": "",
"amount": "",
"application_type": "",
"applicant": "",
"grade": "",
"department": "",
"position": "",
"manager_name": "",
"lodging_daily_cap": "",
"subsidy_daily_cap": "",
"transport_policy": "",
"policy_estimate": "",
"matched_city": "",
"rule_name": "",
"rule_version": "",
"hotel_amount": "",
"allowance_amount": "",
"transport_estimated_amount": "",
"transport_estimate_source": "",
"transport_estimate_confidence": "",
"policy_total_amount": "",
}
for message, is_current in self._iter_application_user_messages(payload):
partial = {
"time": self._resolve_application_time(payload, message=message) if is_current else self._resolve_application_time_from_text(message),
"location": self._resolve_application_location(payload, message=message, use_entities=is_current),
"reason": self._resolve_application_reason(message),
"days": self._resolve_application_days(message),
"transport_mode": self._resolve_application_transport_mode(message),
"amount": self._resolve_application_amount(payload, message=message) if is_current else self._resolve_application_amount_from_text(message),
"application_type": self._resolve_application_type_from_text(message),
}
for key, value in partial.items():
if value:
facts[key] = value
for key, value in self._resolve_application_preview_facts(payload.context_json or {}).items():
if value:
facts[key] = value
facts["application_type"] = self._normalize_application_type_label(facts.get("application_type", ""))
context_json = payload.context_json or {}
context_time = self._resolve_application_time_from_context(context_json)
if context_time and self._should_prefer_context_application_time(facts.get("time", ""), context_time):
facts["time"] = context_time
current_user = self._build_application_current_user(payload)
employee = ExpenseClaimAccessPolicy(self.db).resolve_current_employee(current_user)
if not facts["applicant"]:
facts["applicant"] = str(
context_json.get("name")
or context_json.get("user_name")
or context_json.get("applicant")
or (employee.name if employee is not None else "")
or current_user.name
or ""
).strip()
if not facts["grade"]:
facts["grade"] = str(
context_json.get("grade")
or context_json.get("employee_grade")
or context_json.get("employeeGrade")
or current_user.grade
or (employee.grade if employee is not None else "")
or ""
).strip()
if not facts["department"]:
facts["department"] = str(
context_json.get("department")
or context_json.get("department_name")
or context_json.get("departmentName")
or current_user.department_name
or (
employee.organization_unit.name
if employee is not None and employee.organization_unit is not None
else ""
)
or ""
).strip()
if not facts["position"]:
facts["position"] = str(
context_json.get("position")
or context_json.get("employee_position")
or context_json.get("employeePosition")
or current_user.position
or (employee.position if employee is not None else "")
or ""
).strip()
if not facts["manager_name"]:
facts["manager_name"] = str(
context_json.get("manager_name")
or context_json.get("managerName")
or context_json.get("direct_manager_name")
or context_json.get("directManagerName")
or current_user.manager_name
or (
employee.manager.name
if employee is not None and employee.manager is not None
else ""
)
or (
employee.organization_unit.manager_name
if employee is not None and employee.organization_unit is not None
else ""
)
or ""
).strip()
if not facts["application_type"]:
facts["application_type"] = self._infer_application_type(facts)
facts["time"] = self._expand_application_time_with_days(
facts.get("time", ""),
facts.get("days", ""),
payload.context_json or {},
)
if self._is_application_missing_value(facts.get("days", "")):
range_days = resolve_application_days_from_time_range(facts.get("time", ""))
if range_days:
facts["days"] = f"{range_days}"
self._apply_rule_center_travel_policy_to_application_facts(payload, facts)
apply_application_system_estimate_to_facts(facts)
return facts
def _apply_rule_center_travel_policy_to_application_facts(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> None:
if "差旅" not in str(facts.get("application_type") or "") and "出差" not in str(facts.get("application_type") or ""):
return
location = str(facts.get("location") or "").strip()
grade = str(facts.get("grade") or "").strip()
if not location or not grade:
return
days = self._parse_application_days_count(facts.get("days", "")) or 1
try:
result = TravelReimbursementCalculatorService(self.db).calculate(
TravelReimbursementCalculatorRequest(days=days, location=location, grade=grade),
self._build_application_current_user(payload),
)
except ValueError:
return
hotel_rate = self._format_application_policy_money(result.hotel_rate)
hotel_amount = self._format_application_policy_money(result.hotel_amount)
allowance_rate = self._format_application_policy_money(result.total_allowance_rate)
allowance_amount = self._format_application_policy_money(result.allowance_amount)
if hotel_rate:
facts["lodging_daily_cap"] = f"{hotel_rate}元/天"
if hotel_amount:
facts["hotel_amount"] = f"{hotel_amount}"
if allowance_rate:
facts["subsidy_daily_cap"] = f"{allowance_rate}元/天"
if allowance_amount:
facts["allowance_amount"] = f"{allowance_amount}"
if str(result.matched_city or "").strip():
facts["matched_city"] = str(result.matched_city).strip()
if str(result.rule_name or "").strip():
facts["rule_name"] = str(result.rule_name).strip()
if str(result.rule_version or "").strip():
facts["rule_version"] = str(result.rule_version).strip()
@staticmethod
def _format_application_policy_money(value: object) -> str:
try:
amount = Decimal(str(value or "0")).quantize(Decimal("0.01"))
except (InvalidOperation, ValueError):
return ""
if amount == amount.to_integral():
return f"{int(amount):,}"
return f"{amount:,.2f}".rstrip("0").rstrip(".")
@staticmethod
def _parse_application_days_count(value: object) -> int:
match = re.search(r"\d+", str(value or ""))
if not match:
return 0
try:
return max(0, int(match.group(0)))
except ValueError:
return 0
@staticmethod
def _resolve_application_preview_facts(context_json: dict[str, object]) -> dict[str, str]:
preview = context_json.get("application_preview")
if not isinstance(preview, dict):
return {}
fields = preview.get("fields")
if not isinstance(fields, dict):
return {}
def pick(*keys: str) -> str:
for key in keys:
value = str(fields.get(key) or "").strip()
if value:
return value
return ""
reason = UserAgentApplicationMixin._cleanup_application_reason_candidate(pick("reason"))
return {
"application_type": UserAgentApplicationMixin._normalize_application_type_label(
pick("applicationType", "application_type")
),
"time": pick("time", "timeRange", "time_range"),
"location": pick("location"),
"reason": reason,
"days": pick("days"),
"transport_mode": pick("transportMode", "transport_mode"),
"amount": pick("amount"),
"applicant": pick("applicant", "name", "userName", "user_name"),
"grade": pick("grade"),
"department": pick("department", "departmentName", "department_name"),
"position": pick("position", "employeePosition", "employee_position"),
"manager_name": pick("managerName", "manager_name", "directManagerName", "direct_manager_name"),
"lodging_daily_cap": pick("lodgingDailyCap", "lodging_daily_cap"),
"subsidy_daily_cap": pick("subsidyDailyCap", "subsidy_daily_cap"),
"transport_policy": pick("transportPolicy", "transport_policy"),
"policy_estimate": pick("policyEstimate", "policy_estimate"),
"matched_city": pick("matchedCity", "matched_city"),
"rule_name": pick("ruleName", "rule_name"),
"rule_version": pick("ruleVersion", "rule_version"),
"hotel_amount": pick("hotelAmount", "hotel_amount"),
"allowance_amount": pick("allowanceAmount", "allowance_amount"),
"transport_estimated_amount": pick("transportEstimatedAmount", "transport_estimated_amount"),
"transport_estimate_source": pick("transportEstimateSource", "transport_estimate_source"),
"transport_estimate_confidence": pick("transportEstimateConfidence", "transport_estimate_confidence"),
"policy_total_amount": pick("policyTotalAmount", "policy_total_amount"),
}
@staticmethod
def _is_application_missing_value(value: object) -> bool:
return str(value or "").strip().lower() in APPLICATION_MISSING_VALUES
def _resolve_expense_application_step(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> str:
if self._resolve_application_missing_base_fields(facts):
return "ask_missing"
if self._resolve_application_missing_followup_fields(facts):
return "ask_missing"
if self._is_application_submit_confirmation(payload):
return "submitted"
return "preview"
@staticmethod
def _iter_application_user_messages(payload: UserAgentRequest) -> list[tuple[str, bool]]:
messages: list[tuple[str, bool]] = []
history = (payload.context_json or {}).get("conversation_history")
if isinstance(history, list):
for item in history:
if not isinstance(item, dict):
continue
if str(item.get("role") or "").strip() != "user":
continue
content = str(item.get("content") or "").strip()
if content:
messages.append((content, False))
current_message = str(payload.message or "").strip()
if current_message:
messages.append((current_message, True))
return messages
@staticmethod
def _resolve_application_missing_base_fields(facts: dict[str, str]) -> list[str]:
return [field for field in APPLICATION_BASE_FIELDS if not str(facts.get(field) or "").strip()]
@staticmethod
def _resolve_application_missing_followup_fields(facts: dict[str, str]) -> list[str]:
return [
field
for field in ("transport_mode",)
if not str(facts.get(field) or "").strip()
]
def _resolve_application_missing_fields(self, facts: dict[str, str]) -> list[str]:
return [
*self._resolve_application_missing_base_fields(facts),
*self._resolve_application_missing_followup_fields(facts),
]
@staticmethod
def _resolve_application_time(payload: UserAgentRequest, *, message: str | None = None) -> str:
if message and UserAgentApplicationMixin._resolve_application_time_from_text(message):
return UserAgentApplicationMixin._resolve_application_time_from_text(message)
context_time = UserAgentApplicationMixin._resolve_application_time_from_context(payload.context_json or {})
if context_time:
return context_time
time_range = payload.ontology.time_range
if time_range.start_date and time_range.end_date:
return (
time_range.start_date
if time_range.start_date == time_range.end_date
else f"{time_range.start_date}{time_range.end_date}"
)
return str(time_range.raw or "").strip()
@staticmethod
def _resolve_application_time_from_text(message: str) -> str:
departure_time = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("出发时间", "出发日期"),
)
return_time = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("返回时间", "返回日期"),
)
if departure_time and return_time:
return departure_time if departure_time == return_time else f"{departure_time}{return_time}"
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
APPLICATION_TIME_LABELS,
)
if labeled:
return labeled
range_match = re.search(
r"(?P<start>20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?)\s*(?:至|到|~|—||--)\s*(?P<end>20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?)",
str(message or ""),
)
if range_match:
return f"{range_match.group('start').rstrip('')}{range_match.group('end').rstrip('')}"
match = re.search(
r"(?P<date>20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?)",
str(message or ""),
)
return match.group("date").rstrip("") if match else ""
@staticmethod
def _resolve_application_time_from_context(context_json: dict[str, object]) -> str:
business_time_context = context_json.get("business_time_context")
if not isinstance(business_time_context, dict):
return ""
start_date = str(business_time_context.get("start_date") or "").strip()
end_date = str(business_time_context.get("end_date") or start_date).strip()
display_value = str(business_time_context.get("display_value") or "").strip()
if start_date and end_date:
return start_date if start_date == end_date else f"{start_date}{end_date}"
return display_value
@staticmethod
def _should_prefer_context_application_time(current_time: str, context_time: str) -> bool:
current = str(current_time or "").strip()
context = str(context_time or "").strip()
if not context:
return False
if not current:
return True
if "" not in context:
return False
current_dates = re.findall(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", current)
context_dates = re.findall(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", context)
return len(current_dates) <= 1 and len(context_dates) >= 2 and current_dates[:1] == context_dates[:1]
@staticmethod
def _resolve_application_labeled_value(message: str, labels: tuple[str, ...]) -> str:
label_pattern = "|".join(re.escape(label) for label in labels)
table_match = re.search(
rf"\|\s*(?:{label_pattern})\s*\|\s*(?P<value>[^|\n]+?)\s*\|",
str(message or ""),
)
if table_match:
return table_match.group("value").strip()
next_label_pattern = "|".join(re.escape(label) for label in APPLICATION_FIELD_LABELS)
match = re.search(
rf"(?:{label_pattern})[:]\s*(?P<value>[\s\S]*?)(?=\s*(?:{next_label_pattern})[:]|[\n;]|$)",
str(message or ""),
)
return match.group("value").strip() if match else ""
def _resolve_application_location(
self,
payload: UserAgentRequest,
*,
message: str,
use_entities: bool,
) -> str:
labeled = self._resolve_application_labeled_value(message, ("地点", "业务地点", "发生地点"))
if labeled:
return normalize_application_location(labeled)
if use_entities:
entity_value = next(
(
str(item.normalized_value or item.value or "").strip()
for item in payload.ontology.entities
if item.type == "location"
and str(item.normalized_value or item.value or "").strip()
),
"",
)
if entity_value:
return normalize_application_location(entity_value)
return self._resolve_application_location_from_text(message)
@staticmethod
def _resolve_application_location_from_text(message: str) -> str:
compact = re.sub(r"\s+", "", str(message or ""))
if not compact:
return ""
for pattern in (
r"(?:出差|去|到|赴|前往)(?P<target>[\u4e00-\u9fa5]{1,24})",
r"(?P<target>[\u4e00-\u9fa5]{1,12})(?:出差|驻场)",
):
match = re.search(pattern, compact)
if not match:
continue
target = str(match.group("target") or "").strip()
location = normalize_application_location(target)
if location:
return location
return ""
@staticmethod
def _resolve_application_days(message: str) -> str:
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("天数", "出差天数", "申请天数"),
)
if labeled:
return labeled if labeled.endswith("") else f"{labeled}"
match = re.search(r"(?P<days>\d+|[一二两三四五六七八九十]{1,3})\s*天", str(message or ""))
return f"{match.group('days')}" if match else ""
@staticmethod
def _resolve_application_reason(message: str) -> str:
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("事由", "申请事由", "出差事由", "原因", "用途"),
)
if labeled:
return UserAgentApplicationMixin._cleanup_application_reason_candidate(labeled)
text = str(message or "").strip()
if not text:
return ""
candidates: list[str] = []
for segment in re.split(r"[\n;]+", text):
candidate = UserAgentApplicationMixin._cleanup_application_reason_candidate(segment)
if candidate:
candidates.append(candidate)
if not candidates:
return ""
business_candidate = next(
(
candidate
for candidate in candidates
if any(keyword in candidate for keyword in APPLICATION_REASON_VERBS)
),
"",
)
return business_candidate or max(candidates, key=len)
@staticmethod
def _cleanup_application_reason_candidate(segment: str) -> str:
text = str(segment or "").strip()
if not text:
return ""
text = re.sub(
r"^(?:行程时间|出发时间|返回时间|招待时间|发生时间|业务发生时间|申请时间|时间|地点|业务地点|发生地点|目的地|天数|出差天数|申请天数|出行方式|交通方式|交通工具|出行工具|用户预估费用|预估费用|预计总费用|预计费用|预计金额|申请金额|预算|金额|费用)[:]\s*",
"",
text,
)
if re.fullmatch(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?\s*(?:至|到|~|—||--)\s*20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", text):
return ""
if re.fullmatch(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", text):
return ""
if re.fullmatch(r"(?P<days>\d+|[一二两三四五六七八九十]{1,3})\s*天", text):
return ""
if re.fullmatch(r"(?:¥|¥)?\s*\d+(?:\.\d+)?\s*(?:元|块|万元)?", text):
return ""
if "时间" in text and re.search(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}", text):
return ""
if re.fullmatch(r"(?:去|到|前往)?[\u4e00-\u9fa5]{1,8}出差(?P<days>\d+|[一二两三四五六七八九十]{1,3})?天?", text):
return ""
text = re.sub(r"^.*?(?:出差|前往|去|到|赴)[\u4e00-\u9fa5]{1,8}(?:出差)?(?P<days>\d+|[一二两三四五六七八九十]{1,3})?天?[,\s]*", "", text)
text = re.sub(r"^(?:出差|申请|费用申请|业务|本次|去|到|前往)\s*", "", text)
text = text.strip(" :,。;;")
if not text:
return ""
if re.fullmatch(r"[\u4e00-\u9fa5]{1,8}", text) and not any(keyword in text for keyword in APPLICATION_REASON_VERBS):
return ""
return text
@staticmethod
def _expand_application_time_with_days(
time_text: str,
days_text: str,
context_json: dict[str, object] | None = None,
) -> str:
return expand_application_time_with_days(
time_text,
days_text,
context_json=context_json or {},
)
def _resolve_application_amount(
self,
payload: UserAgentRequest,
*,
message: str | None = None,
) -> str:
entity_amount = next(
(
str(item.normalized_value or item.value or "").strip()
for item in payload.ontology.entities
if item.type == "amount"
and str(item.normalized_value or item.value or "").strip()
),
"",
)
if entity_amount:
return entity_amount if entity_amount.endswith("") else f"{entity_amount}"
return self._resolve_application_amount_from_text(message or payload.message)
@staticmethod
def _resolve_application_amount_from_text(message: str) -> str:
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("用户预估费用", "预估费用", "预计总费用", "预计费用", "预计金额", "申请金额", "预算", "费用", "金额"),
)
if labeled:
return UserAgentApplicationMixin._normalize_application_amount(labeled)
match = re.search(
r"(?P<amount>\d+(?:\.\d+)?\s*万?\s*(?:元|块|人民币))",
str(message or ""),
)
return UserAgentApplicationMixin._normalize_application_amount(match.group("amount")) if match else ""
@staticmethod
def _normalize_application_amount(value: str) -> str:
normalized = str(value or "").strip()
if not normalized:
return ""
normalized = re.sub(r"\s+", "", normalized)
if normalized.endswith(("", "")) or "人民币" in normalized:
return normalized.replace("", "").replace("人民币", "")
return f"{normalized}"
@staticmethod
def _resolve_application_transport_mode(message: str) -> str:
compact_message = re.sub(r"\s+", "", str(message or ""))
for transport, keywords in APPLICATION_TRANSPORT_KEYWORDS.items():
if any(keyword in compact_message for keyword in keywords):
return transport
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("出行方式", "交通方式", "交通工具", "出行工具"),
)
if labeled:
for transport, keywords in APPLICATION_TRANSPORT_KEYWORDS.items():
if transport in labeled or any(keyword in labeled for keyword in keywords):
return transport
return labeled
return ""
@staticmethod
def _resolve_application_type_from_text(message: str) -> str:
return UserAgentApplicationMixin._normalize_application_type_label(
UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("申请类型", "费用类型"),
)
)
@staticmethod
def _normalize_application_type_label(value: object, fallback: str = "") -> str:
raw_value = str(value or "").strip()
if not raw_value:
return str(fallback or "").strip()
normalized_key = raw_value.lower()
if normalized_key in APPLICATION_TYPE_DISPLAY_LABELS:
return APPLICATION_TYPE_DISPLAY_LABELS[normalized_key]
if re.fullmatch(r"(差旅费|差旅|出差)", raw_value):
return "差旅费用申请"
if re.fullmatch(r"(交通费|交通)", raw_value):
return "交通费用申请"
if re.fullmatch(r"(住宿费|住宿|酒店)", raw_value):
return "住宿费用申请"
if re.fullmatch(r"(会务|会议|会务费)", raw_value):
return "会务费用申请"
if re.fullmatch(r"(采购|采购费|办公用品)", raw_value):
return "采购费用申请"
if raw_value.endswith("费用申请") or raw_value.endswith("申请"):
return raw_value
if raw_value.endswith("费用"):
return f"{raw_value}申请"
if raw_value.endswith(""):
return f"{raw_value[:-1]}费用申请"
return raw_value
@staticmethod
def _resolve_application_missing_slots(payload: UserAgentRequest) -> list[str]:
return [
str(item or "").strip()
for item in payload.ontology.missing_slots
if str(item or "").strip()
]
@staticmethod
def _display_application_slot_label(slot: str) -> str:
return {
"expense_type": "申请类型",
"amount": "系统预估费用",
"time_range": "申请时间",
"time": "申请时间",
"location": "地点",
"reason": "申请事由",
"days": "天数",
"transport_mode": "出行方式",
"attachments": "申请材料/附件",
"customer_name": "业务对象",
"participants": "参与人员",
}.get(str(slot or "").strip(), str(slot or "").strip())
def _build_expense_application_actions(
self,
step: str,
facts: dict[str, str],
) -> list[UserAgentSuggestedAction]:
if step == "ask_missing":
missing_fields = self._resolve_application_missing_fields(facts)
return [
UserAgentSuggestedAction(
label="一次性补充申请信息",
action_type="prefill_composer",
description="在输入框预填所有待补充字段,填写后一次提交。",
payload={
"application_fields": missing_fields,
"prompt_prefill": self._build_application_prefill_template(missing_fields),
"missing_fields": missing_fields,
},
)
]
if step == "preview":
return []
if step == "submitted":
return []
return []
@staticmethod
def _resolve_application_prefill_config(field: str) -> tuple[str, str]:
config = {
"time": ("补充申请时间", "申请时间段:"),
"location": ("补充地点", "地点:"),
"reason": ("补充申请事由", "事由:"),
"days": ("补充天数", "天数:"),
"transport_mode": ("补充出行方式", "出行方式:"),
"amount": ("补充系统预估费用", "系统预估费用:"),
}
return config.get(field, ("补充申请信息", ""))
@classmethod
def _build_application_prefill_template(cls, fields: list[str]) -> str:
lines = [
prefill
for field in fields
for _, prefill in [cls._resolve_application_prefill_config(field)]
if prefill
]
return "\n".join(lines)
@classmethod
def _build_application_prefill_action(cls, field: str) -> UserAgentSuggestedAction:
label, prefill = cls._resolve_application_prefill_config(field)
return UserAgentSuggestedAction(
label=label,
action_type="prefill_composer",
description=f"在输入框预填“{prefill}”,用户补充后再提交。",
payload={
"application_field": field,
"prompt_prefill": prefill,
"missing_fields": [field],
},
)
@staticmethod
def _infer_application_type(facts: dict[str, str]) -> str:
text = " ".join(str(facts.get(key) or "") for key in ("reason", "transport_mode", "days"))
if "采购" in text:
return "采购费用申请"
if "会议" in text or "会务" in text:
return "会务费用申请"
return "差旅费用申请"
@staticmethod
def _resolve_application_edit_claim_id(context_json: dict[str, object]) -> str:
if not isinstance(context_json, dict):
return ""
is_edit_mode = bool(context_json.get("application_edit_mode") or context_json.get("applicationEditMode"))
claim_id = str(
context_json.get("application_edit_claim_id")
or context_json.get("applicationEditClaimId")
or ""
).strip()
return claim_id if is_edit_mode and claim_id else ""
@staticmethod
def _is_expense_application_claim_like(claim: ExpenseClaim) -> bool:
expense_type = str(claim.expense_type or "").strip().lower()
claim_no = str(claim.claim_no or "").strip().upper()
flags = claim.risk_flags_json
if isinstance(flags, dict):
flags = [flags]
if not isinstance(flags, list):
flags = []
has_application_detail = any(
isinstance(flag, dict)
and (
str(flag.get("business_stage") or "").strip() == "expense_application"
or isinstance(flag.get("application_detail"), dict)
)
for flag in flags
)
return (
expense_type in {"application", "expense_application"}
or expense_type.endswith("_application")
or claim_no.startswith("AP-")
or claim_no.startswith("APP-")
or has_application_detail
)
def _find_editable_expense_application_record(
self,
payload: UserAgentRequest,
) -> ExpenseClaim | None:
claim_id = self._resolve_application_edit_claim_id(payload.context_json or {})
if not claim_id:
return None
claim = self.db.get(ExpenseClaim, claim_id)
if claim is None:
raise ValueError("未找到要修改的申请单。")
if not self._is_expense_application_claim_like(claim):
raise ValueError("只能修改申请单。")
current_user = self._build_application_current_user(payload)
access_policy = ExpenseClaimAccessPolicy(self.db)
if not (current_user.is_admin or access_policy.is_claim_owned_by_current_user(claim, current_user)):
raise ValueError("只能修改本人被退回的申请单。")
status = str(claim.status or "").strip().lower()
if status not in {"returned", "draft", "supplement"}:
raise ValueError("当前申请单状态不支持修改。")
return claim
def _update_expense_application_record(
self,
payload: UserAgentRequest,
facts: dict[str, str],
claim: ExpenseClaim,
) -> ExpenseClaim:
current_user = self._build_application_current_user(payload)
flags = claim.risk_flags_json
if isinstance(flags, dict):
flags = [flags]
if not isinstance(flags, list):
flags = []
preserved_flags = [
flag
for flag in flags
if not (
isinstance(flag, dict)
and str(flag.get("source") or "").strip() == "application_detail"
)
]
claim.expense_type = self._resolve_application_expense_type_code(facts)
claim.reason = str(facts.get("reason") or "费用申请").strip() or "费用申请"
claim.location = str(facts.get("location") or "待补充").strip() or "待补充"
claim.amount = self._parse_application_amount_to_decimal(facts.get("amount", ""))
claim.occurred_at = self._parse_application_occurred_at(facts.get("time", ""))
claim.risk_flags_json = [*preserved_flags, self._build_application_detail_flag(facts)]
from app.services.expense_claims import ExpenseClaimService
submitted = ExpenseClaimService(self.db).submit_claim(claim.id, current_user)
if submitted is None:
raise ValueError("未找到可修改的申请单。")
return submitted
def _create_expense_application_record(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> ExpenseClaim:
claim_no = self._build_application_claim_no(payload, facts)
existing = self.db.scalar(
select(ExpenseClaim)
.where(ExpenseClaim.claim_no == claim_no)
.limit(1)
)
if existing is not None:
return existing
current_user = self._build_application_current_user(payload)
access_policy = ExpenseClaimAccessPolicy(self.db)
employee = access_policy.resolve_current_employee(current_user)
department_name = str(current_user.department_name or "").strip() or "待补充"
department_id = None
employee_id = None
employee_name = str(current_user.username or current_user.name or payload.user_id or "anonymous").strip()
if employee is not None:
employee_id = employee.id
employee_name = str(employee.name or employee.employee_no or employee.email or employee_name).strip()
department_id = employee.organization_unit_id
if employee.organization_unit is not None and employee.organization_unit.name:
department_name = str(employee.organization_unit.name).strip()
claim = ExpenseClaim(
claim_no=claim_no,
employee_id=employee_id,
employee_name=employee_name,
department_id=department_id,
department_name=department_name,
project_code=None,
expense_type=self._resolve_application_expense_type_code(facts),
reason=str(facts.get("reason") or "费用申请").strip() or "费用申请",
location=str(facts.get("location") or "待补充").strip() or "待补充",
amount=self._parse_application_amount_to_decimal(facts.get("amount", "")),
currency="CNY",
invoice_count=0,
occurred_at=self._parse_application_occurred_at(facts.get("time", "")),
submitted_at=datetime.now(UTC),
status="submitted",
approval_stage="直属领导审批",
risk_flags_json=[self._build_application_detail_flag(facts)],
)
self.db.add(claim)
self.db.flush()
from app.services.expense_claims import ExpenseClaimService
platform_review = ExpenseClaimService(self.db).evaluate_platform_risk_rules(
claim,
business_stage="expense_application",
)
platform_flags = list(platform_review.get("flags") or [])
if platform_flags:
claim.risk_flags_json = [*list(claim.risk_flags_json or []), *platform_flags]
self.db.commit()
self.db.refresh(claim)
return claim
def _find_duplicate_expense_application_record(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> ExpenseClaim | None:
current_user = self._build_application_current_user(payload)
access_policy = ExpenseClaimAccessPolicy(self.db)
employee = access_policy.resolve_current_employee(current_user)
employee_id = employee.id if employee is not None else None
employee_name = str(current_user.username or current_user.name or payload.user_id or "anonymous").strip()
if employee is not None:
employee_name = str(employee.name or employee.employee_no or employee.email or employee_name).strip()
employee_filter = ExpenseClaim.employee_name == employee_name
if employee_id is not None:
employee_filter = or_(ExpenseClaim.employee_id == employee_id, employee_filter)
stmt = (
select(ExpenseClaim)
.where(
ExpenseClaim.expense_type == self._resolve_application_expense_type_code(facts),
employee_filter,
)
.order_by(ExpenseClaim.id.desc())
.limit(100)
)
occurred_at = self._parse_application_occurred_at(facts.get("time", ""))
for claim in self.db.scalars(stmt).all():
if self._is_ignored_application_duplicate_status(claim.status):
continue
if self._matches_application_business_time(claim, facts, occurred_at):
return claim
return None
@staticmethod
def _is_ignored_application_duplicate_status(status: str | None) -> bool:
return str(status or "").strip().lower() in APPLICATION_DUPLICATE_IGNORED_STATUSES
@classmethod
def _matches_application_business_time(
cls,
claim: ExpenseClaim,
facts: dict[str, str],
occurred_at: datetime,
) -> bool:
current_range = resolve_application_date_range(facts.get("time", ""))
current_time = cls._normalize_application_time_identity(facts.get("time"))
existing_detail = cls._extract_application_detail_from_claim(claim)
existing_range = resolve_application_date_range(existing_detail.get("time"))
if existing_range is None and claim.occurred_at is not None:
existing_day = claim.occurred_at.date()
existing_range = (existing_day, existing_day)
if current_range is None and occurred_at is not None:
current_day = occurred_at.date()
current_range = (current_day, current_day)
if current_range is not None and existing_range is not None:
return current_range[0] <= existing_range[1] and existing_range[0] <= current_range[1]
existing_time = cls._normalize_application_time_identity(existing_detail.get("time"))
if current_time and existing_time:
return current_time == existing_time
if claim.occurred_at is None:
return False
return claim.occurred_at.date() == occurred_at.date()
@staticmethod
def _normalize_application_time_identity(value: object) -> str:
normalized = str(value or "").strip()
if not normalized:
return ""
normalized = (
normalized.replace("", "")
.replace("~", "")
.replace("", "")
.replace("", "")
.replace("", "")
.replace("/", "-")
)
return re.sub(r"\s+", "", normalized)
@staticmethod
def _extract_application_detail_from_claim(claim: ExpenseClaim) -> dict[str, object]:
flags = claim.risk_flags_json
if isinstance(flags, dict):
flags = [flags]
if not isinstance(flags, list):
return {}
for item in flags:
if not isinstance(item, dict):
continue
detail = item.get("application_detail")
if isinstance(detail, dict):
return detail
return {}
@staticmethod
def _build_application_detail_flag(facts: dict[str, str]) -> dict[str, object]:
return with_risk_business_stage(
{
"source": "application_detail",
"severity": "info",
"label": "申请详情",
"application_detail": {
"application_type": str(facts.get("application_type") or "").strip(),
"time": str(facts.get("time") or "").strip(),
"location": str(facts.get("location") or "").strip(),
"reason": str(facts.get("reason") or "").strip(),
"days": str(facts.get("days") or "").strip(),
"transport_mode": str(facts.get("transport_mode") or "").strip(),
"amount": str(facts.get("amount") or "").strip(),
"grade": str(facts.get("grade") or "").strip(),
"lodging_daily_cap": str(facts.get("lodging_daily_cap") or "").strip(),
"subsidy_daily_cap": str(facts.get("subsidy_daily_cap") or "").strip(),
"transport_policy": str(facts.get("transport_policy") or "").strip(),
"policy_estimate": str(facts.get("policy_estimate") or "").strip(),
"matched_city": str(facts.get("matched_city") or "").strip(),
"rule_name": str(facts.get("rule_name") or "").strip(),
"rule_version": str(facts.get("rule_version") or "").strip(),
"hotel_amount": str(facts.get("hotel_amount") or "").strip(),
"allowance_amount": str(facts.get("allowance_amount") or "").strip(),
"transport_estimated_amount": str(facts.get("transport_estimated_amount") or "").strip(),
"transport_estimate_source": str(facts.get("transport_estimate_source") or "").strip(),
"transport_estimate_confidence": str(facts.get("transport_estimate_confidence") or "").strip(),
"policy_total_amount": str(facts.get("policy_total_amount") or "").strip(),
},
},
"expense_application",
)
def _resolve_application_manager_name(
self,
payload: UserAgentRequest,
claim: ExpenseClaim | None = None,
) -> str:
if claim is not None:
manager_name = ExpenseClaimAccessPolicy.resolve_claim_manager_name(claim)
if manager_name and not ExpenseClaimAccessPolicy.is_missing_value(manager_name):
return manager_name
context_json = payload.context_json or {}
for key in ("manager_name", "managerName", "direct_manager_name", "directManagerName"):
value = str(context_json.get(key) or "").strip()
if value and not ExpenseClaimAccessPolicy.is_missing_value(value):
return value
return ""
@staticmethod
def _build_application_current_user(payload: UserAgentRequest) -> CurrentUserContext:
context_json = payload.context_json or {}
raw_role_codes = context_json.get("role_codes")
if isinstance(raw_role_codes, list):
role_codes = [str(item).strip() for item in raw_role_codes if str(item).strip()]
else:
role_codes = [item.strip() for item in str(raw_role_codes or "").split(",") if item.strip()]
username = str(
payload.user_id
or context_json.get("username")
or context_json.get("user_id")
or context_json.get("employee_no")
or context_json.get("name")
or "anonymous"
).strip()
name = str(context_json.get("name") or context_json.get("user_name") or username).strip()
return CurrentUserContext(
username=username or name or "anonymous",
name=name or username or "anonymous",
role_codes=role_codes,
is_admin=bool(context_json.get("is_admin")),
department_name=str(
context_json.get("department_name")
or context_json.get("department")
or context_json.get("departmentName")
or ""
).strip(),
cost_center=str(context_json.get("cost_center") or context_json.get("costCenter") or "").strip(),
position=str(
context_json.get("position")
or context_json.get("employee_position")
or context_json.get("employeePosition")
or ""
).strip(),
grade=str(
context_json.get("grade")
or context_json.get("employee_grade")
or context_json.get("employeeGrade")
or ""
).strip(),
employee_no=str(
context_json.get("employee_no")
or context_json.get("employeeNo")
or ""
).strip(),
manager_name=str(
context_json.get("manager_name")
or context_json.get("managerName")
or context_json.get("direct_manager_name")
or context_json.get("directManagerName")
or ""
).strip(),
)
@staticmethod
def _resolve_application_expense_type_code(facts: dict[str, str]) -> str:
application_type = str(facts.get("application_type") or "").strip()
if "差旅" in application_type:
return "travel_application"
if "采购" in application_type:
return "purchase_application"
if "会务" in application_type or "会议" in application_type:
return "meeting_application"
return "expense_application"
@staticmethod
def _parse_application_amount_to_decimal(amount_text: str) -> Decimal:
normalized = str(amount_text or "").replace(",", "").replace("", "").strip()
match = re.search(r"\d+(?:\.\d+)?", normalized)
if not match:
return Decimal("0.00")
try:
return Decimal(match.group(0)).quantize(Decimal("0.01"))
except (InvalidOperation, ValueError):
return Decimal("0.00")
@staticmethod
def _parse_application_occurred_at(time_text: str) -> datetime:
normalized = str(time_text or "")
match = re.search(r"(20\d{2})[-/.年](\d{1,2})[-/.月](\d{1,2})", normalized)
if match:
year, month, day = (int(part) for part in match.groups())
return datetime(year, month, day, tzinfo=UTC)
return datetime.now(UTC)
def _build_submitted_application_payload(
self,
claim: ExpenseClaim | None,
facts: dict[str, str],
) -> UserAgentDraftPayload | None:
if claim is None:
return None
return UserAgentDraftPayload(
draft_type="expense_application",
title=str(facts.get("application_type") or "费用申请").strip() or "费用申请",
body=build_application_summary(facts),
confirmation_required=False,
claim_id=claim.id,
claim_no=claim.claim_no,
status=claim.status,
approval_stage=claim.approval_stage,
)
def _is_application_submit_confirmation(self, payload: UserAgentRequest) -> bool:
compact_message = re.sub(r"\s+", "", str(payload.message or ""))
if any(keyword in compact_message for keyword in APPLICATION_SUBMIT_KEYWORDS):
return True
if compact_message not in APPLICATION_SHORT_CONFIRMATIONS:
return False
history = (payload.context_json or {}).get("conversation_history")
if not isinstance(history, list):
return False
return any(
isinstance(item, dict)
and str(item.get("role") or "").strip() == "assistant"
and (
"是否确认提交" in str(item.get("content") or "")
or "当前状态:待确认提交" in str(item.get("content") or "")
or "#application-submit" in str(item.get("content") or "")
or "确认无误后" in str(item.get("content") or "")
)
for item in history[-4:]
)
def _build_simulated_application_no(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> str:
return self._build_simulated_application_no_from_facts(
facts,
fallback_seed=str(payload.run_id or ""),
)
@staticmethod
def _build_simulated_application_no_from_facts(
facts: dict[str, str],
*,
fallback_seed: str = "",
) -> str:
return build_document_number("application", timestamp=datetime.now(UTC))
def _build_application_claim_no(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> str:
return generate_unique_expense_claim_no(
self.db,
"application",
timestamp=datetime.now(UTC),
)