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

server/tests/test_steward_planner.py

@@ -0,0 +1,214 @@
+from __future__ import annotations
+
+import json
+
+from fastapi.testclient import TestClient
+
+from app.main import create_app
+from app.schemas.steward import StewardAttachmentInput, StewardPlanRequest
+from app.services.steward_intent_agent import StewardIntentAgentResult
+from app.services.steward_planner import StewardPlannerService
+
+
+class FakeFunctionCallingIntentAgent:
+    def detect(self, request, *, base_date, canonical_fields):
+        assert "expense_type" in canonical_fields
+        assert base_date.isoformat() == "2026-06-04"
+        return StewardIntentAgentResult(
+            payload={
+                "thinking_events": [
+                    {
+                        "stage": "task_split",
+                        "title": "识别复合报销意图",
+                        "content": "模型工具调用识别出 1 个报销任务，并关联本次上传的交通附件。",
+                    }
+                ],
+                "tasks": [
+                    {
+                        "task_type": "reimbursement",
+                        "title": "费用报销 2026-06-03 交通",
+                        "summary": "报销昨天客户现场沟通产生的交通费。",
+                        "confidence": 0.91,
+                        "ontology_fields": {
+                            "occurred_date": "昨天",
+                            "transport_type": "出租车",
+                            "reason_value": "客户现场沟通",
+                            "expense_type": "交通费",
+                            "unregistered_field": "不能进入业务字段",
+                        },
+                        "missing_fields": ["amount", "transport_type"],
+                    }
+                ],
+                "attachment_groups": [
+                    {
+                        "target_task_index": 1,
+                        "scene": "transport",
+                        "scene_label": "交通费用",
+                        "attachment_names": ["出租车票.png"],
+                        "excluded_attachment_names": ["客户招待发票.jpg"],
+                        "confidence": 0.86,
+                        "rationale": "出租车票与交通报销任务匹配，招待发票不归入该任务。",
+                    }
+                ],
+            },
+            model_call_traces=[
+                {
+                    "slot": "main",
+                    "provider": "OpenAI Compatible",
+                    "model": "gpt-test",
+                    "attempt": 1,
+                    "status": "succeeded",
+                }
+            ],
+        )
+
+
+class EmptyFunctionCallingIntentAgent:
+    def detect(self, request, *, base_date, canonical_fields):
+        return None
+
+
+def test_steward_planner_uses_llm_function_calling_plan_when_available() -> None:
+    payload = StewardPlanRequest(
+        message="我要报销昨天客户现场沟通的交通费",
+        client_now_iso="2026-06-04T09:30:00+08:00",
+        attachments=[
+            StewardAttachmentInput(name="出租车票.png"),
+            StewardAttachmentInput(name="客户招待发票.jpg"),
+        ],
+    )
+
+    result = StewardPlannerService(intent_agent=FakeFunctionCallingIntentAgent()).build_plan(payload)
+
+    assert result.planning_source == "llm_function_call"
+    assert result.model_call_traces[0]["status"] == "succeeded"
+    assert len(result.tasks) == 1
+    fields = result.tasks[0].ontology_fields
+    assert fields["time_range"] == "2026-06-03"
+    assert fields["transport_mode"] == "taxi"
+    assert fields["reason"] == "客户现场沟通"
+    assert fields["expense_type"] == "transport"
+    assert "occurred_date" not in fields
+    assert "transport_type" not in fields
+    assert "reason_value" not in fields
+    assert "unregistered_field" not in fields
+    assert result.tasks[0].missing_fields == ["amount"]
+    assert result.attachment_groups[0].attachment_names == ["出租车票.png"]
+    assert result.attachment_groups[0].excluded_attachment_names == ["客户招待发票.jpg"]
+    assert result.thinking_events[0].stage == "llm_function_call"
+
+
+def test_steward_planner_falls_back_to_rules_when_function_calling_is_unavailable() -> None:
+    payload = StewardPlanRequest(
+        message="我要报销昨天的交通费",
+        client_now_iso="2026-06-04T09:30:00+08:00",
+    )
+
+    result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
+
+    assert result.planning_source == "rule_fallback"
+    assert result.tasks[0].ontology_fields["time_range"] == "2026-06-03"
+    assert result.thinking_events[0].stage == "rule_fallback"
+
+
+def test_steward_planner_splits_application_and_reimbursement_tasks() -> None:
+    payload = StewardPlanRequest(
+        message=(
+            "我想要申请7月2日去北京出差，辅助北京供电局的税务审核任务，"
+            "并且我要报销昨天的交通费，还需要报销6月3日出差去上海的费用"
+        ),
+        user_id="u001",
+        client_now_iso="2026-06-04T09:30:00+08:00",
+    )
+
+    result = StewardPlannerService().build_plan(payload)
+
+    assert len(result.tasks) == 3
+    assert [task.task_type for task in result.tasks] == [
+        "expense_application",
+        "reimbursement",
+        "reimbursement",
+    ]
+    assert result.tasks[0].assigned_agent == "application_assistant"
+    assert result.tasks[0].ontology_fields["time_range"] == "2026-07-02"
+    assert result.tasks[0].ontology_fields["location"] == "北京"
+    assert result.tasks[0].ontology_fields["reason"] == "辅助北京供电局的税务审核任务"
+    assert result.tasks[1].ontology_fields["time_range"] == "2026-06-03"
+    assert result.tasks[1].ontology_fields["expense_type"] == "transport"
+    assert result.tasks[2].ontology_fields["time_range"] == "2026-06-03"
+    assert result.tasks[2].ontology_fields["location"] == "上海"
+    assert result.tasks[2].ontology_fields["expense_type"] == "travel"
+    assert all(action.status == "pending" for action in result.confirmation_groups)
+
+
+def test_steward_planner_outputs_only_canonical_ontology_fields() -> None:
+    payload = StewardPlanRequest(
+        message="我要报销昨天的交通费",
+        client_now_iso="2026-06-04T09:30:00+08:00",
+        context_json={
+            "review_form_values": {
+                "occurred_date": "2026-06-03",
+                "transport_type": "taxi",
+                "reason_value": "客户现场沟通",
+            }
+        },
+    )
+
+    result = StewardPlannerService().build_plan(payload)
+
+    fields = result.tasks[0].ontology_fields
+    assert fields["time_range"] == "2026-06-03"
+    assert fields["transport_mode"] == "taxi"
+    assert fields["reason"] == "客户现场沟通"
+    assert "occurred_date" not in fields
+    assert "transport_type" not in fields
+    assert "reason_value" not in fields
+
+
+def test_steward_planner_builds_travel_attachment_group_with_exclusions() -> None:
+    payload = StewardPlanRequest(
+        message="还需要报销6月3日出差去上海的费用",
+        client_now_iso="2026-06-04T09:30:00+08:00",
+        attachments=[
+            StewardAttachmentInput(name="上海高铁票.jpg"),
+            StewardAttachmentInput(name="上海酒店发票.pdf"),
+            StewardAttachmentInput(name="出租车票.png"),
+            StewardAttachmentInput(name="客户招待发票.jpg"),
+        ],
+    )
+
+    result = StewardPlannerService().build_plan(payload)
+
+    assert len(result.attachment_groups) == 1
+    group = result.attachment_groups[0]
+    assert group.scene == "travel"
+    assert group.attachment_names == ["上海高铁票.jpg", "上海酒店发票.pdf", "出租车票.png"]
+    assert group.excluded_attachment_names == ["客户招待发票.jpg"]
+    assert group.confirmation_required is True
+    attachment_actions = [
+        action for action in result.confirmation_groups if action.action_type == "confirm_attachment_group"
+    ]
+    assert len(attachment_actions) == 1
+
+
+def test_steward_stream_endpoint_emits_thinking_before_plan() -> None:
+    client = TestClient(create_app())
+
+    with client.stream(
+        "POST",
+        "/api/v1/steward/plans/stream",
+        json={
+            "message": "我要报销昨天的交通费",
+            "client_now_iso": "2026-06-04T09:30:00+08:00",
+        },
+    ) as response:
+        assert response.status_code == 200
+        events = [
+            json.loads(line.decode("utf-8") if isinstance(line, bytes) else line)
+            for line in response.iter_lines()
+            if line
+        ]
+
+    assert [event["event"] for event in events][:2] == ["thinking", "thinking"]
+    assert events[-1]["event"] == "plan"
+    assert events[-1]["data"]["tasks"][0]["ontology_fields"]["time_range"] == "2026-06-03"