refactor(server): user_agent/steward/ocr 等服务重构并适配关联任务

- user_agent 拆分 application/locations/knowledge/response/review 四个子模块，接入申请位置语义与关联草稿分支
- steward planner/runtime/slot/plan_builder 决策链路重构，travel_reimbursement_calculator/orchestrator_expense_query 适配
- ocr/document_preview/document_intelligence/receipt_folder 复用预览与资产缓存，expense_claim_draft_flow/application_handoff 适配
- pyproject.toml 新增依赖，paddleocr bootstrap 脚本与 server_start.sh 调整
- 更新差旅/交通/通信等财务规则表，同步 document_intelligence/ocr/receipt_folder/user_agent 等测试

server/tests/test_receipt_folder_service.py

@@ -4,7 +4,7 @@ import base64
 
 from app.api.deps import CurrentUserContext
 from app.core.config import get_settings
-from app.schemas.ocr import OcrRecognizeDocumentRead
+from app.schemas.ocr import OcrRecognizeDocumentRead, OcrRecognizeFieldRead
 from app.services.document_preview import DocumentPreviewAssets
 from app.services.receipt_folder import ReceiptFolderService
 
@@ -72,6 +72,55 @@ def test_receipt_folder_train_ticket_uses_invoice_date_and_enriches_fields(monke
         get_settings.cache_clear()
 
 
+def test_receipt_folder_pdf_save_eagerly_renders_image_preview(monkeypatch, tmp_path) -> None:
+    monkeypatch.setenv("STORAGE_ROOT_DIR", str(tmp_path / "storage"))
+    get_settings.cache_clear()
+    try:
+        current_user = CurrentUserContext(
+            username="pytest",
+            name="Py Test",
+            role_codes=[],
+            is_admin=False,
+        )
+
+        def fake_render_pdf_first_page(*, pdf_path, preview_path, timeout_seconds):
+            preview_path.write_bytes(b"rendered-preview")
+            return preview_path
+
+        monkeypatch.setattr(DocumentPreviewAssets, "render_pdf_first_page", fake_render_pdf_first_page)
+
+        service = ReceiptFolderService()
+        receipt = service.save_receipt(
+            filename="2月20_武汉-上海.pdf",
+            content=b"%PDF-1.4 fake",
+            media_type="application/pdf",
+            current_user=current_user,
+            document=OcrRecognizeDocumentRead(
+                filename="2月20_武汉-上海.pdf",
+                media_type="application/pdf",
+                text="铁路电子客票 武汉 上海虹桥 354.00",
+                summary="铁路电子客票，武汉至上海虹桥。",
+            ),
+        )
+
+        receipt_dir = next(service.root.glob("pytest/*"))
+        preview_path = receipt_dir / "preview.png"
+        meta = service._read_meta(receipt_dir)
+
+        assert receipt.preview_kind == "image"
+        assert preview_path.read_bytes() == b"rendered-preview"
+        assert meta["preview_file_name"] == "preview.png"
+        assert meta["preview_media_type"] == "image/png"
+        assert meta["preview_rendered_with"] == DocumentPreviewAssets.PDF_RENDERER_ID
+
+        resolved_path, media_type, file_name = service.resolve_preview(receipt.id, current_user)
+        assert resolved_path == preview_path
+        assert media_type == "image/png"
+        assert file_name == "preview.png"
+    finally:
+        get_settings.cache_clear()
+
+
 def test_receipt_folder_pdf_preview_regenerates_stale_cached_image(monkeypatch, tmp_path) -> None:
     monkeypatch.setenv("STORAGE_ROOT_DIR", str(tmp_path / "storage"))
     get_settings.cache_clear()
@@ -123,6 +172,213 @@ def test_receipt_folder_pdf_preview_regenerates_stale_cached_image(monkeypatch,
         get_settings.cache_clear()
 
 
+def test_receipt_folder_pdf_preview_falls_back_to_source_when_render_fonts_missing(
+    monkeypatch,
+    tmp_path,
+) -> None:
+    monkeypatch.setenv("STORAGE_ROOT_DIR", str(tmp_path / "storage"))
+    get_settings.cache_clear()
+    try:
+        current_user = CurrentUserContext(
+            username="pytest",
+            name="Py Test",
+            role_codes=[],
+            is_admin=False,
+        )
+        stale_preview = b"broken-preview"
+        preview_data_url = f"data:image/png;base64,{base64.b64encode(stale_preview).decode('ascii')}"
+        service = ReceiptFolderService()
+        receipt = service.save_receipt(
+            filename="2月20_武汉-上海.pdf",
+            content=b"%PDF-1.7 fake",
+            media_type="application/pdf",
+            current_user=current_user,
+            document=OcrRecognizeDocumentRead(
+                filename="2月20_武汉-上海.pdf",
+                media_type="application/pdf",
+                preview_kind="image",
+                preview_data_url=preview_data_url,
+            ),
+        )
+
+        receipt_dir = next(service.root.glob("pytest/*"))
+        meta = service._read_meta(receipt_dir)
+        meta["preview_rendered_with"] = "pdftoppm-png-r160-poppler-data"
+        service._write_meta(receipt_dir, meta)
+
+        def fake_render_pdf_first_page(*, pdf_path, preview_path, timeout_seconds):
+            raise RuntimeError("Missing language pack for 'Adobe-GB1' mapping")
+
+        monkeypatch.setattr(DocumentPreviewAssets, "render_pdf_first_page", fake_render_pdf_first_page)
+
+        resolved_path, media_type, file_name = service.resolve_preview(receipt.id, current_user)
+
+        assert resolved_path == receipt_dir / "2月20_武汉-上海.pdf"
+        assert media_type == "application/pdf"
+        assert file_name == "2月20_武汉-上海.pdf"
+        refreshed_meta = service._read_meta(receipt_dir)
+        assert refreshed_meta["preview_kind"] == "pdf"
+        assert refreshed_meta["preview_file_name"] == "2月20_武汉-上海.pdf"
+        assert refreshed_meta["preview_media_type"] == "application/pdf"
+        assert refreshed_meta["preview_rendered_with"] == ""
+    finally:
+        get_settings.cache_clear()
+
+
+def test_receipt_folder_train_ticket_extracts_passenger_from_id_line_and_purchase_name(
+    monkeypatch,
+    tmp_path,
+) -> None:
+    monkeypatch.setenv("STORAGE_ROOT_DIR", str(tmp_path / "storage"))
+    get_settings.cache_clear()
+    try:
+        current_user = CurrentUserContext(
+            username="pytest",
+            name="Py Test",
+            role_codes=[],
+            is_admin=False,
+        )
+        service = ReceiptFolderService()
+        receipt = service.save_receipt(
+            filename="2月20_武汉-上海.pdf",
+            content=b"%PDF-1.4 fake",
+            media_type="application/pdf",
+            current_user=current_user,
+            document=OcrRecognizeDocumentRead(
+                filename="2月20_武汉-上海.pdf",
+                media_type="application/pdf",
+                text=(
+                    "电子发票（铁路电子客票）\n"
+                    "发票号码:26429165800002785705 湖北\n"
+                    "开票日期:2026年05月18日\n"
+                    "武汉站 G458 上海虹桥站\n"
+                    "Wuhan Shanghaihongqiao\n"
+                    "2026年02月20日 07:55开 06车01B号 二等座\n"
+                    "票价:￥354.00\n"
+                    "4201061987****1615 曹笑竹\n"
+                    "电子客票号:6580061086021391007342026\n"
+                    "购买方名称:曹笑竹 统一社会信用代码:\n"
+                    "买票请到12306 发货请到95306\n"
+                    "中国铁路祝您旅途愉快"
+                ),
+                summary="电子发票（铁路电子客票）；发票监；统一 制",
+                document_type="train_ticket",
+                document_type_label="火车/高铁票",
+                scene_code="travel",
+                scene_label="差旅票据",
+                document_fields=[
+                    OcrRecognizeFieldRead(key="merchant_name", label="商户", value="电子发票（铁路"),
+                    OcrRecognizeFieldRead(key="amount", label="金额", value="354元"),
+                    OcrRecognizeFieldRead(key="date", label="列车出发时间", value="2026-02-20 07:55"),
+                    OcrRecognizeFieldRead(key="trip_no", label="车次", value="G458"),
+                    OcrRecognizeFieldRead(key="route", label="行程", value="武汉-上海"),
+                ],
+            ),
+        )
+
+        assert receipt.merchant_name == "中国铁路"
+
+        detail = service.get_receipt(receipt.id, current_user)
+        fields = {field.label: field.value for field in detail.fields}
+        assert fields["商户"] == "中国铁路"
+        assert fields["乘车人"] == "曹笑竹"
+        assert fields["出发地点"] == "武汉"
+        assert fields["到达地点"] == "上海虹桥"
+        assert fields["身份证号"] == "4201061987****1615"
+        assert fields["电子客票号"] == "6580061086021391007342026"
+        assert fields["开票日期"] == "2026-05-18"
+        assert fields["列车出发时间"] == "2026-02-20 07:55"
+        assert fields["车厢"] == "06车"
+        assert fields["座位号"] == "01B"
+    finally:
+        get_settings.cache_clear()
+
+
+def test_receipt_folder_train_ticket_repairs_invalid_generated_fields_from_ocr_text(
+    monkeypatch,
+    tmp_path,
+) -> None:
+    monkeypatch.setenv("STORAGE_ROOT_DIR", str(tmp_path / "storage"))
+    get_settings.cache_clear()
+    try:
+        current_user = CurrentUserContext(
+            username="pytest",
+            name="Py Test",
+            role_codes=[],
+            is_admin=False,
+        )
+        service = ReceiptFolderService()
+        receipt = service.save_receipt(
+            filename="2月21日_上海-深圳.png",
+            content=b"fake image",
+            media_type="image/png",
+            current_user=current_user,
+            document=OcrRecognizeDocumentRead(
+                filename="2月21日_上海-深圳.png",
+                media_type="image/png",
+                text=(
+                    "行程单示意\n"
+                    "出票渠道：示例平台\n"
+                    "非官方车票\n"
+                    "不可报销\n"
+                    "仅供演示\n"
+                    "创建日期：2026年02月15日\n"
+                    "订单号：DEMO202602210001\n"
+                    "单据编号：DEMO-IT-000001\n"
+                    "上海虹桥\n"
+                    "G999\n"
+                    "深圳北\n"
+                    "站\n"
+                    "站\n"
+                    "Shanghaihongqiao\n"
+                    "Shenzhenbei\n"
+                    "2026年02月21日\n"
+                    "08:30出发\n"
+                    "全程约7小时30分\n"
+                    "15:00到达\n"
+                    "DEMO\n"
+                    "乘客：示例旅客\n"
+                    "车厢：05车\n"
+                    "席别：二等座\n"
+                    "-\n"
+                    "扫码无效\n"
+                    "证件号：310101199001010000\n"
+                    "座位：08A\n"
+                    "票价：￥438.00\n"
+                    "仅为演示"
+                ),
+                summary="行程单示意；出票渠道：示例平台；非官方车票",
+                document_type="train_ticket",
+                document_type_label="火车/高铁票",
+                scene_code="travel",
+                scene_label="差旅票据",
+                document_fields=[
+                    OcrRecognizeFieldRead(key="amount", label="金额", value="438元"),
+                    OcrRecognizeFieldRead(key="date", label="列车出发时间", value="2026-02-21 08:30"),
+                    OcrRecognizeFieldRead(key="invoice_number", label="票据号码", value="DEMO202602210001"),
+                    OcrRecognizeFieldRead(key="trip_no", label="车次", value="G999"),
+                    OcrRecognizeFieldRead(key="route", label="行程", value="上海-深圳"),
+                    OcrRecognizeFieldRead(key="departure_station", label="出发地点", value="二等座"),
+                    OcrRecognizeFieldRead(key="arrival_station", label="到达地点", value="扫码无效"),
+                    OcrRecognizeFieldRead(key="passenger_name", label="乘车人", value="席别二等座"),
+                ],
+            ),
+        )
+
+        detail = service.get_receipt(receipt.id, current_user)
+        fields = {field.label: field.value for field in detail.fields}
+        assert fields["出发地点"] == "上海虹桥"
+        assert fields["到达地点"] == "深圳北"
+        assert fields["乘车人"] == "示例旅客"
+        assert fields["身份证号"] == "310101199001010000"
+        assert fields["席别"] == "二等座"
+        assert fields["车厢"] == "05车"
+        assert fields["座位号"] == "08A"
+        assert fields["票价"] == "438.00元"
+    finally:
+        get_settings.cache_clear()
+
+
 def test_receipt_folder_delete_removes_duplicate_marker(monkeypatch, tmp_path) -> None:
     monkeypatch.setenv("STORAGE_ROOT_DIR", str(tmp_path / "storage"))
     get_settings.cache_clear()