feat: 报销预审会话状态管理与工作台交互增强
- 新增差旅报销会话状态管理与对话模型重构 - 增强风险观测服务与运行时聊天上下文作用域 - 优化工作台图标资源、助理意图识别与摘要工具 - 完善报销创建视图样式与差旅详情页标准调整交互 - 补充风险观测、运行时聊天与报销端点测试覆盖
This commit is contained in:
caoxiaozhu
365
server/src/app/services/steward_model_plan_builder.py
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365
server/src/app/services/steward_model_plan_builder.py
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from __future__ import annotations
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import re
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import uuid
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from datetime import date
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from typing import Any
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from app.schemas.steward import (
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StewardAttachmentGroup,
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StewardAttachmentInput,
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StewardPlanRequest,
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StewardPlanResponse,
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StewardTask,
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StewardThinkingEvent,
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)
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from app.services.ontology_field_registry import normalize_ontology_form_values
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from app.services.steward_constants import BUSINESS_CANONICAL_FIELDS
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from app.services.steward_intent_agent import StewardIntentAgentResult
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class StewardModelPlanBuilder:
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"""把模型 function calling 返回值转换为小财管家的服务端计划。"""
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def __init__(self, planner: Any) -> None:
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self.planner = planner
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def build(
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self,
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intent_result: StewardIntentAgentResult,
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*,
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request: StewardPlanRequest,
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base_date: date,
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) -> StewardPlanResponse | None:
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tasks = self._build_tasks_from_model_payload(intent_result.payload, request, base_date)
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if not tasks:
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return None
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attachment_groups = self._build_attachment_groups_from_model_payload(
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intent_result.payload,
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request.attachments,
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tasks,
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)
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if request.attachments and not attachment_groups:
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attachment_groups = self.planner._build_attachment_groups(request.attachments, tasks)
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confirmation_groups = self.planner._build_confirmation_actions(tasks, attachment_groups)
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thinking_events = self._build_llm_thinking_events(
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intent_result.payload,
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tasks=tasks,
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attachment_groups=attachment_groups,
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attachments=request.attachments,
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)
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return StewardPlanResponse(
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plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
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plan_status="needs_confirmation" if confirmation_groups else "ready_to_delegate",
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planning_source="llm_function_call",
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summary=self.planner._build_summary(tasks, attachment_groups),
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thinking_events=thinking_events,
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tasks=tasks,
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attachment_groups=attachment_groups,
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confirmation_groups=confirmation_groups,
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model_call_traces=intent_result.model_call_traces,
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)
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def _build_tasks_from_model_payload(
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self,
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payload: dict[str, Any],
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request: StewardPlanRequest,
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base_date: date,
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) -> list[StewardTask]:
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raw_tasks = payload.get("tasks")
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if not isinstance(raw_tasks, list):
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return []
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tasks: list[StewardTask] = []
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for raw_task in raw_tasks:
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if not isinstance(raw_task, dict):
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continue
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task_type = str(raw_task.get("task_type") or "").strip()
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if task_type not in {"expense_application", "reimbursement"}:
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continue
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task_index = len(tasks) + 1
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fields = self._sanitize_model_ontology_fields(
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raw_task.get("ontology_fields"),
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request=request,
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base_date=base_date,
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)
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supplement_segment = " ".join(
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[
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str(raw_task.get("title") or ""),
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str(raw_task.get("summary") or ""),
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]
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)
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supplement_fields = self.planner._extract_ontology_fields(
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supplement_segment,
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task_type,
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base_date,
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request,
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)
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for key, value in supplement_fields.items():
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fields.setdefault(key, value)
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assigned_agent = (
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"application_assistant"
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if task_type == "expense_application"
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else "reimbursement_assistant"
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)
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task_id = f"task_{'app' if task_type == 'expense_application' else 'reim'}_{task_index:03d}"
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title_prefix = "费用申请" if task_type == "expense_application" else "费用报销"
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title = self.planner._clean_text(raw_task.get("title")) or self.planner._build_task_title(
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title_prefix,
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fields,
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task_index,
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)
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summary = self.planner._clean_text(raw_task.get("summary")) or self.planner._build_task_summary(
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supplement_segment,
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fields,
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)
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missing_fields = self._sanitize_model_missing_fields(
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raw_task.get("missing_fields"),
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task_type=task_type,
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fields=fields,
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)
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tasks.append(
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StewardTask(
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task_id=task_id,
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task_type=task_type, # type: ignore[arg-type]
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assigned_agent=assigned_agent, # type: ignore[arg-type]
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title=title,
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summary=summary,
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status="needs_confirmation",
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confidence=self._resolve_model_confidence(
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raw_task.get("confidence"),
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segment=supplement_segment,
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fields=fields,
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task_type=task_type,
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),
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ontology_fields=fields,
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missing_fields=missing_fields,
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confirmation_required=True,
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)
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)
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return tasks
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def _sanitize_model_ontology_fields(
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self,
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raw_fields: Any,
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*,
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request: StewardPlanRequest,
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base_date: date,
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) -> dict[str, str]:
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normalized_context = normalize_ontology_form_values(request.context_json.get("review_form_values"))
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fields: dict[str, str] = {
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key: value
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for key, value in normalized_context.items()
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if key in BUSINESS_CANONICAL_FIELDS and str(value or "").strip()
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}
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if not isinstance(raw_fields, dict):
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return fields
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normalized_model_fields = normalize_ontology_form_values(raw_fields)
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for key, value in normalized_model_fields.items():
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if key not in BUSINESS_CANONICAL_FIELDS:
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continue
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normalized_value = self._normalize_model_field_value(key, value, base_date)
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if normalized_value:
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fields[key] = normalized_value
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if request.attachments and not fields.get("attachments"):
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fields["attachments"] = "、".join(item.name for item in request.attachments if item.name)
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return {key: value for key, value in fields.items() if key in BUSINESS_CANONICAL_FIELDS and value}
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def _build_attachment_groups_from_model_payload(
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self,
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payload: dict[str, Any],
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attachments: list[StewardAttachmentInput],
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tasks: list[StewardTask],
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) -> list[StewardAttachmentGroup]:
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raw_groups = payload.get("attachment_groups")
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if not isinstance(raw_groups, list) or not attachments:
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return []
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uploaded_names = {item.name for item in attachments if item.name}
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groups: list[StewardAttachmentGroup] = []
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for raw_group in raw_groups:
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if not isinstance(raw_group, dict):
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continue
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attachment_names = self._filter_uploaded_attachment_names(
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raw_group.get("attachment_names"),
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uploaded_names,
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)
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excluded_names = self._filter_uploaded_attachment_names(
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raw_group.get("excluded_attachment_names"),
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uploaded_names,
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)
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if not attachment_names and not excluded_names:
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continue
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scene = self.planner._clean_text(raw_group.get("scene")) or "other"
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groups.append(
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StewardAttachmentGroup(
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group_id=f"ag_{self._slug_scene(scene)}_{len(groups) + 1:03d}",
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target_task_id=self._resolve_model_group_target_task_id(raw_group, tasks),
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scene=scene,
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scene_label=self.planner._clean_text(raw_group.get("scene_label")) or "待确认费用",
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attachment_names=attachment_names,
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excluded_attachment_names=excluded_names,
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confidence=self._clamp_confidence(raw_group.get("confidence"), default=0.68),
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rationale=(
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self.planner._clean_text(raw_group.get("rationale"))
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or "模型根据附件线索生成归集建议。"
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),
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confirmation_required=True,
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)
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)
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return groups
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def _build_llm_thinking_events(
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self,
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payload: dict[str, Any],
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*,
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tasks: list[StewardTask],
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attachment_groups: list[StewardAttachmentGroup],
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attachments: list[StewardAttachmentInput],
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) -> list[StewardThinkingEvent]:
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events = [
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StewardThinkingEvent(
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event_id="intent_agent_function_call",
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stage="llm_function_call",
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title="意图识别智能体接管",
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content=(
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"已调用系统主模型的 submit_steward_intent_plan 工具，"
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"把用户话术转换为可校验的结构化财务任务计划。"
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),
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)
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]
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raw_events = payload.get("thinking_events")
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if isinstance(raw_events, list):
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for raw_event in raw_events[:4]:
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if not isinstance(raw_event, dict):
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continue
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title = self.planner._clean_text(raw_event.get("title"))
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content = self.planner._clean_text(raw_event.get("content"))
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if not title or not content:
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continue
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events.append(
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StewardThinkingEvent(
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event_id=f"intent_agent_model_{len(events):03d}",
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stage=self.planner._clean_text(raw_event.get("stage")) or "model_summary",
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title=title,
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content=content,
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)
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)
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if len(events) == 1:
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events.extend(self.planner._build_thinking_events(tasks, attachment_groups, attachments)[1:])
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return events
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def _sanitize_model_missing_fields(
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self,
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raw_missing_fields: Any,
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*,
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task_type: str,
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fields: dict[str, str],
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) -> list[str]:
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missing_fields: list[str] = []
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if isinstance(raw_missing_fields, list):
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for item in raw_missing_fields:
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key = str(item or "").strip()
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if key in BUSINESS_CANONICAL_FIELDS and key not in missing_fields and not fields.get(key):
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missing_fields.append(key)
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for key in self.planner._resolve_missing_fields(task_type, fields):
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if key not in missing_fields:
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missing_fields.append(key)
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return missing_fields
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def _resolve_model_confidence(
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self,
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value: Any,
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*,
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segment: str,
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fields: dict[str, str],
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task_type: str,
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) -> float:
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return self._clamp_confidence(
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value,
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default=self.planner._resolve_task_confidence(segment, fields, task_type),
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)
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def _normalize_model_field_value(self, key: str, value: Any, base_date: date) -> str:
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cleaned = self.planner._clean_text(value)
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if not cleaned:
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return ""
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if key == "time_range":
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return self.planner._extract_time_range(cleaned, base_date) or cleaned
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if key == "expense_type":
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return self._normalize_expense_type_value(cleaned)
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if key == "transport_mode":
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return self._normalize_transport_mode_value(cleaned)
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return cleaned
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@staticmethod
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def _normalize_expense_type_value(value: str) -> str:
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normalized = str(value or "").strip().lower()
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if normalized in {"travel", "travel_application", "差旅", "差旅费", "出差"}:
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return "travel"
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if normalized in {"transport", "traffic", "交通", "交通费", "打车", "出租车"}:
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return "transport"
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if normalized in {"entertainment", "meal", "招待", "接待", "餐饮", "业务招待"}:
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return "entertainment"
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if normalized in {"office", "办公", "办公用品"}:
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return "office"
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return normalized
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@staticmethod
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def _normalize_transport_mode_value(value: str) -> str:
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normalized = str(value or "").strip().lower()
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if normalized in {"train", "高铁", "动车", "火车"}:
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return "train"
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if normalized in {"flight", "air", "飞机", "机票", "航班"}:
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return "flight"
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if normalized in {"taxi", "出租车", "的士", "网约车", "打车"}:
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return "taxi"
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if normalized in {"subway", "地铁"}:
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return "subway"
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return normalized
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@staticmethod
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def _filter_uploaded_attachment_names(raw_names: Any, uploaded_names: set[str]) -> list[str]:
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if not isinstance(raw_names, list):
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return []
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names: list[str] = []
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for raw_name in raw_names:
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name = str(raw_name or "").strip()
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if name in uploaded_names and name not in names:
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names.append(name)
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return names
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@staticmethod
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def _resolve_model_group_target_task_id(raw_group: dict[str, Any], tasks: list[StewardTask]) -> str | None:
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try:
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target_index = int(raw_group.get("target_task_index") or 0)
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except (TypeError, ValueError):
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target_index = 0
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if target_index > 0 and target_index <= len(tasks):
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return tasks[target_index - 1].task_id
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target_task_id = str(raw_group.get("target_task_id") or "").strip()
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if target_task_id and any(task.task_id == target_task_id for task in tasks):
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return target_task_id
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return None
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@staticmethod
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def _slug_scene(value: str) -> str:
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normalized = re.sub(r"[^a-zA-Z0-9_]+", "_", str(value or "").strip().lower()).strip("_")
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return normalized or "other"
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@staticmethod
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def _clamp_confidence(value: Any, *, default: float) -> float:
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try:
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parsed = float(value)
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except (TypeError, ValueError):
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parsed = default
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return round(min(1.0, max(0.0, parsed)), 2)
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