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

from __future__ import annotations

import json
import re
from datetime import UTC, datetime, timedelta
from decimal import Decimal, InvalidOperation
from typing import Any

from sqlalchemy import or_, select
from sqlalchemy.orm import selectinload

from app.api.deps import CurrentUserContext
from app.core.agent_enums import AgentAssetStatus, AgentAssetType
from app.models.employee import Employee
from app.models.financial_record import ExpenseClaim
from app.schemas.agent_asset import AgentAssetListItem
from app.schemas.reimbursement import TravelReimbursementCalculatorRequest
from app.schemas.user_agent import (
    UserAgentCitation,
    UserAgentDraftPayload,
    UserAgentExpenseQueryRecord,
    UserAgentQueryPayload,
    UserAgentQueryStatusGroup,
    UserAgentReviewAction,
    UserAgentReviewClaimGroup,
    UserAgentReviewDocumentCard,
    UserAgentReviewDocumentField,
    UserAgentReviewEditField,
    UserAgentReviewPayload,
    UserAgentReviewRiskBrief,
    UserAgentReviewSlotCard,
    UserAgentRequest,
    UserAgentSuggestedAction,
)
from app.services.agent_assets import AgentAssetService
from app.services.expense_claims import ExpenseClaimService
from app.services.expense_rule_runtime import ExpenseRuleRuntimeService, RuntimeTravelPolicy, resolve_document_type_label
from app.services.risk_ontology_bridge import resolve_rule_codes_for_risk_check
from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
from app.services.user_agent_constants import *


class UserAgentReviewProfileMixin:

    def _build_review_edit_fields(
        self,
        payload: UserAgentRequest,
        *,
        draft_payload: UserAgentDraftPayload | None,
        slot_cards: list[UserAgentReviewSlotCard],
    ) -> list[UserAgentReviewEditField]:
        slot_map = {item.key: item for item in slot_cards}
        employee = self._resolve_employee_profile(payload)
        reporter_name = (
            slot_map.get("reporter_name").value
            if slot_map.get("reporter_name")
            else str(payload.context_json.get("name") or "").strip()
        )
        manager_name = self._resolve_manager_name(employee)
        reason = slot_map.get("reason").value if slot_map.get("reason") else ""
        attachments = "、".join(self._resolve_attachment_names(payload))
        expense_type_code = str(slot_map.get("expense_type").normalized_value if slot_map.get("expense_type") else "").strip()
        customer_name = str(slot_map.get("customer_name").value if slot_map.get("customer_name") else "").strip()
        merchant_name = str(slot_map.get("merchant_name").value if slot_map.get("merchant_name") else "").strip()
        participants = str(slot_map.get("participants").value if slot_map.get("participants") else "").strip()
        customer_slot = slot_map.get("customer_name")
        participants_slot = slot_map.get("participants")
        customer_required = bool(
            customer_slot
            and (customer_slot.required or customer_slot.status == "missing")
        )
        participants_required = bool(
            participants_slot
            and (participants_slot.required or participants_slot.status == "missing")
        )

        fields = [
            UserAgentReviewEditField(
                key="claim_no",
                label="报销单据编号",
                value=str(draft_payload.claim_no if draft_payload is not None and draft_payload.claim_no else "待生成"),
                placeholder="保存草稿后自动生成",
                required=False,
                group="basic",
            ),
            UserAgentReviewEditField(
                key="expense_type",
                label="报销类型",
                value=slot_map.get("expense_type").value if slot_map.get("expense_type") else "",
                placeholder="例如：业务招待费 / 差旅费",
                group="basic",
            ),
            UserAgentReviewEditField(
                key="occurred_date",
                label="业务发生时间",
                value=slot_map.get("time_range").normalized_value if slot_map.get("time_range") and slot_map.get("time_range").normalized_value else slot_map.get("time_range").value if slot_map.get("time_range") else "",
                placeholder="例如：2026-05-11",
                group="basic",
            ),
            UserAgentReviewEditField(
                key="reporter_name",
                label="报销人",
                value=reporter_name,
                placeholder="请输入报销人姓名",
                group="basic",
            ),
            UserAgentReviewEditField(
                key="manager_name",
                label="直属上司姓名",
                value=manager_name,
                placeholder="请输入直属上司姓名",
                required=False,
                group="basic",
            ),
        ]

        if expense_type_code == "entertainment" or customer_required or customer_name:
            fields.append(
                UserAgentReviewEditField(
                    key="customer_name",
                    label="客户名称",
                    value=customer_name,
                    placeholder="请输入客户名称",
                    group="business",
                )
            )

        fields.append(
            UserAgentReviewEditField(
                key="business_location",
                label="业务地点",
                value=slot_map.get("location").normalized_value if slot_map.get("location") and slot_map.get("location").normalized_value else slot_map.get("location").value if slot_map.get("location") else "",
                placeholder="例如：北京 / 客户现场",
                required=False,
                group="business",
            )
        )

        if expense_type_code == "hotel" or merchant_name:
            fields.append(
                UserAgentReviewEditField(
                    key="merchant_name",
                    label="酒店/商户",
                    value=merchant_name,
                    placeholder="请输入酒店或商户名称",
                    required=False,
                    group="business",
                )
            )

        fields.extend([
            UserAgentReviewEditField(
                key="amount",
                label="金额",
                value=slot_map.get("amount").normalized_value if slot_map.get("amount") and slot_map.get("amount").normalized_value else slot_map.get("amount").value if slot_map.get("amount") else "",
                placeholder="例如：200.00元",
                group="business",
            ),
        ])

        if expense_type_code == "entertainment" or participants_required or participants:
            fields.append(
                UserAgentReviewEditField(
                    key="participants",
                    label="参与人员",
                    value=participants,
                    placeholder="例如：客户 2 人，我方 1 人",
                    group="business",
                )
            )

        fields.extend([
            UserAgentReviewEditField(
                key="reason",
                label="事由",
                value=reason,
                placeholder="请输入报销事由",
                field_type="textarea",
                group="business",
            ),
            UserAgentReviewEditField(
                key="attachment_names",
                label="附件清单",
                value=attachments,
                placeholder="例如：发票.jpg、行程单.png",
                required=False,
                field_type="textarea",
                group="attachments",
            ),
        ])
        return fields


    def _resolve_employee_profile(self, payload: UserAgentRequest) -> Employee | None:
        candidates = [
            str(payload.context_json.get("name") or "").strip(),
            str(payload.user_id or "").strip(),
            self._collect_entity_values(payload).get("employee_name", ""),
        ]
        normalized = [item for item in dict.fromkeys(candidates) if item]
        if not normalized:
            return None

        stmt = (
            select(Employee)
            .options(selectinload(Employee.organization_unit), selectinload(Employee.manager))
            .where(
                or_(
                    Employee.name.in_(normalized),
                    Employee.employee_no.in_(normalized),
                    Employee.email.in_(normalized),
                )
            )
            .limit(1)
        )
        return self.db.scalar(stmt)


    @staticmethod
    def _resolve_manager_name(employee: Employee | None) -> str:
        if employee is None:
            return ""
        if employee.manager is not None and employee.manager.name:
            return employee.manager.name
        if employee.organization_unit is not None and employee.organization_unit.manager_name:
            return employee.organization_unit.manager_name
        return ""


    @staticmethod
    def _extract_message_reason(message: str) -> str:
        for line in str(message or "").splitlines():
            cleaned = line.strip()
            if not cleaned:
                continue
            if cleaned.startswith(("附件名称：", "OCR摘要：", "关联单号：")):
                continue
            return cleaned[:300]
        return ""


    @staticmethod
    def _looks_like_system_generated_reason_message(message: str) -> bool:
        cleaned = str(message or "").strip()
        if not cleaned:
            return False
        compact = re.sub(r"\s+", "", cleaned)
        return compact.startswith(SYSTEM_GENERATED_REASON_PREFIXES)


    def _resolve_reason_source_text(self, payload: UserAgentRequest) -> str:
        explicit_text = payload.context_json.get("user_input_text")
        if isinstance(explicit_text, str):
            return explicit_text.strip()
        if self._looks_like_system_generated_reason_message(payload.message):
            return ""
        return str(payload.message or "").strip()


    @classmethod
    def _resolve_reason_text(cls, message: str) -> str:
        reason = cls._strip_leading_time_from_reason(cls._extract_message_reason(message))
        if not reason:
            return ""

        compact = re.sub(r"\s+", "", reason)
        if compact in GENERIC_EXPENSE_PROMPTS:
            return ""

        instruction_prefixes = (
            "帮我生成",
            "请帮我生成",
            "生成",
            "起草",
            "创建",
            "发起",
            "准备",
            "帮我报销",
            "我要报销",
            "我想报销",
        )
        if compact.startswith(instruction_prefixes):
            for separator in ("，", ",", "。", "；", ";", "：", ":"):
                if separator in reason:
                    trailing = reason.split(separator, 1)[1].strip()
                    if trailing:
                        return trailing[:300]
            return ""

        return reason


    @staticmethod
    def _strip_leading_time_from_reason(value: str) -> str:
        reason = str(value or "").strip()
        for pattern in LEADING_REASON_TIME_PATTERNS:
            next_reason = pattern.sub("", reason).strip()
            if next_reason != reason:
                return next_reason
        return reason


    @staticmethod
    def _should_skip_model_answer(
        payload: UserAgentRequest,
        review_payload: UserAgentReviewPayload | None,
    ) -> bool:
        if payload.ontology.scenario == "expense" and payload.ontology.intent in {"query", "compare"}:
            return True
        if review_payload is None:
            return False
        return payload.ontology.scenario == "expense" and (
            payload.ontology.intent == "draft"
            or int(payload.context_json.get("attachment_count") or 0) > 0
        )


    def _build_citations(self, payload: UserAgentRequest) -> list[UserAgentCitation]:
        knowledge_citations = self._build_knowledge_citations(payload)
        if payload.ontology.scenario == "knowledge":
            return knowledge_citations[:3]

        rule_citations = self._build_rule_asset_citations(payload)
        if knowledge_citations:
            return (knowledge_citations + rule_citations)[:3]
        return rule_citations


    @staticmethod
    def _build_knowledge_citations(payload: UserAgentRequest) -> list[UserAgentCitation]:
        citations: list[UserAgentCitation] = []
        for item in list(payload.tool_payload.get("hits") or [])[:3]:
            if not isinstance(item, dict):
                continue
            title = str(item.get("title") or item.get("document_name") or "").strip()
            code = str(item.get("code") or item.get("candidate_id") or "").strip()
            if not title or not code:
                continue
            citations.append(
                UserAgentCitation(
                    source_type="knowledge",
                    code=code,
                    title=title,
                    version=str(item.get("version") or "").strip() or None,
                    updated_at=str(item.get("updated_at") or "").strip() or None,
                    excerpt=(
                        str(item.get("excerpt") or "").strip()
                        or str(item.get("content") or "").strip()
                        or None
                    ),
                )
            )
        return citations


    def _build_rule_asset_citations(self, payload: UserAgentRequest) -> list[UserAgentCitation]:
        domain = self._resolve_domain(payload.ontology.scenario)
        items = self.asset_service.list_assets(
            asset_type=AgentAssetType.RULE.value,
            status=AgentAssetStatus.ACTIVE.value,
            domain=domain,
        )
        ranked = self._rank_rule_assets(items, payload)
        citations: list[UserAgentCitation] = []
        for item in ranked[:2]:
            detail = self.asset_service.get_asset(item.id)
            if detail is None:
                continue
            excerpt = self._extract_excerpt(str(detail.current_version_content or ""))
            citations.append(
                UserAgentCitation(
                    source_type="rule",
                    code=detail.code,
                    title=detail.name,
                    version=detail.current_version,
                    updated_at=detail.updated_at.date().isoformat(),
                    excerpt=excerpt,
                )
            )
        return citations


    @staticmethod
    def _resolve_risk_flags(payload: UserAgentRequest) -> list[str]:
        tool_flags = payload.tool_payload.get("risk_flags")
        if isinstance(tool_flags, list) and tool_flags:
            return [str(item) for item in tool_flags]
        return [str(item) for item in payload.ontology.risk_flags]


    @staticmethod
    def _resolve_subject(payload: UserAgentRequest) -> str:
        named_entities = [
            item.value
            for item in payload.ontology.entities
            if item.type in {"employee", "customer", "vendor", "project"}
        ]
        if named_entities:
            return f"{'、'.join(named_entities)} 相关数据"
        return f"{SCENARIO_LABELS.get(payload.ontology.scenario, '当前')}场景数据"


    @staticmethod
    def _is_generic_expense_prompt(payload: UserAgentRequest) -> bool:
        if payload.ontology.scenario != "expense":
            return False
        normalized_message = re.sub(r"\s+", "", payload.message)
        return normalized_message in GENERIC_EXPENSE_PROMPTS


    @staticmethod
    def _is_implicit_expense_draft_request(payload: UserAgentRequest) -> bool:
        if payload.ontology.scenario != "expense" or payload.ontology.intent != "draft":
            return False

        compact_message = re.sub(r"\s+", "", payload.message)
        if any(keyword in compact_message for keyword in EXPLICIT_DRAFT_KEYWORDS):
            return False

        return True


    @staticmethod
    def _resolve_attachment_names(payload: UserAgentRequest) -> list[str]:
        names = payload.context_json.get("attachment_names")
        if not isinstance(names, list):
            return []
        return [str(name) for name in names if str(name).strip()]


    @staticmethod
    def _resolve_attachment_count(payload: UserAgentRequest) -> int:
        names = UserAgentReviewProfileMixin._resolve_attachment_names(payload)
        if names:
            return len(names)
        try:
            return max(0, int(payload.context_json.get("attachment_count") or 0))
        except (TypeError, ValueError):
            return 0


    @staticmethod
    def _resolve_ocr_documents(payload: UserAgentRequest) -> list[dict[str, object]]:
        documents = payload.context_json.get("ocr_documents")
        if not isinstance(documents, list):
            return []
        overrides = payload.context_json.get("review_document_form_values")
        override_map: dict[tuple[int, str], dict[str, object]] = {}
        if isinstance(overrides, list):
            for item in overrides:
                if not isinstance(item, dict):
                    continue
                filename = str(item.get("filename") or "").strip()
                index = int(item.get("index") or 0)
                if not filename and index <= 0:
                    continue
                override_map[(index, filename)] = item
        normalized: list[dict[str, object]] = []
        for index, item in enumerate(documents[:8], start=1):
            if not isinstance(item, dict):
                continue
            normalized_item = dict(item)
            override = override_map.get((index, str(normalized_item.get("filename") or "").strip()))
            if override is None:
                override = override_map.get((index, ""))
            if override is not None:
                summary = str(override.get("summary") or "").strip()
                scene_label = str(override.get("scene_label") or "").strip()
                fields = override.get("fields")
                if summary:
                    normalized_item["summary"] = summary
                if scene_label:
                    normalized_item["scene_label"] = scene_label
                if isinstance(fields, list):
                    normalized_item["document_fields"] = [
                        {
                            "key": str(field.get("key") or field.get("label") or "").strip(),
                            "label": str(field.get("label") or "").strip(),
                            "value": str(field.get("value") or "").strip(),
                        }
                        for field in fields
                        if isinstance(field, dict)
                        and str(field.get("label") or "").strip()
                        and str(field.get("value") or "").strip()
                    ]
            normalized.append(normalized_item)
        return normalized


    @staticmethod
    def _is_review_association_choice_pending(payload: UserAgentRequest) -> bool:
        return bool(payload.tool_payload.get("pending_association_decision"))


    def _resolve_review_document_count(self, payload: UserAgentRequest) -> int:
        return max(
            len(self._resolve_ocr_documents(payload)),
            self._resolve_attachment_count(payload),
        )