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fix(reimbursement): harden assistant draft and claim cleanup

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This commit is contained in:
caoxiaozhu
2026-05-21 23:52:34 +08:00
parent e701fa01da
commit 2908dda024
9 changed files with 1060 additions and 398 deletions
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296
server/src/app/services/user_agent.py
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@@ -241,7 +241,7 @@ SYSTEM_GENERATED_REASON_PREFIXES = (
"请基于当前上传的多张票据",
"我已核对右侧识别结果",
"请同步修正逐票据识别结果",
"我已修改识别信息",
"我已校正核对信息",
"查看报销草稿",
"请解释一下当前这笔报销的合规风险和待补充项",
)
@@ -445,7 +445,7 @@ class UserAgentService:
return (
"可以帮你发起报销。请补充费用类型、发生时间、金额、事由和相关对象，"
"或者直接上传票据附件，我再继续帮你判断能否报、缺什么材料以及生成报销草稿。"
"或者直接上传票据附件，我再继续帮你判断能否报、缺什么材料，并整理待核对信息。"
f"{attachment_hint}"
)
@@ -473,7 +473,7 @@ class UserAgentService:
return (
f"已识别到一笔{time_text}的{expense_type}支出{amount_hint}。"
"如果要继续生成报销草稿，还需要补充客户单位、参与人员、费用明细和票据附件。"
"如果要继续整理报销核对信息，还需要补充客户单位、参与人员、费用明细和票据附件。"
"你也可以继续上传发票或图片，我会把这些信息带入后续对话。"
)
@@ -3283,22 +3283,6 @@ class UserAgentService:
claim_no = str(payload.tool_payload.get("association_candidate_claim_no") or "").strip()
link_label = f"关联到草稿 {claim_no}" if claim_no else "关联到现有草稿"
return [
UserAgentReviewAction(
label="取消",
action_type="cancel_review",
description="放弃当前识别结果，并退出本次核对流程。",
emphasis="secondary",
),
UserAgentReviewAction(
label="选择报销类型" if "expense_type" in missing_slot_keys else "修改识别信息",
action_type="edit_review",
description=(
"先选择本次报销类型，后续票据会作为当前单据的补充继续核对。"
if "expense_type" in missing_slot_keys
else "打开结构化模板，按已识别字段逐项修改。"
),
emphasis="secondary",
),
UserAgentReviewAction(
label=link_label,
action_type="link_to_existing_draft",
@@ -3321,15 +3305,9 @@ class UserAgentService:
if "expense_type" in missing_slot_keys and not review_action:
return [
UserAgentReviewAction(
label="取消",
action_type="cancel_review",
description="放弃当前识别结果，并退出本次核对流程。",
emphasis="secondary",
),
UserAgentReviewAction(
label="选择报销类型",
action_type="edit_review",
description="先选择本次报销类型，后续票据会作为当前单据的补充继续核对。",
label="保存为草稿",
action_type="save_draft",
description="先暂存当前已识别信息，稍后仍可从个人报销继续补充或提交。",
emphasis="primary",
),
]
@@ -3349,24 +3327,7 @@ class UserAgentService:
if draft_payload is not None and draft_payload.claim_no and not can_proceed:
primary_action.description = f"保存后会生成草稿 {draft_payload.claim_no}，后续仍可继续补充。"
actions = [
UserAgentReviewAction(
label="取消",
action_type="cancel_review",
description="放弃当前识别结果，并退出本次核对流程。",
emphasis="secondary",
),
UserAgentReviewAction(
label="选择报销类型" if "expense_type" in missing_slot_keys else "修改识别信息",
action_type="edit_review",
description=(
"先选择本次报销类型，后续票据会作为当前单据的补充继续核对。"
if "expense_type" in missing_slot_keys
else "打开结构化模板，按已识别字段逐项修改。"
),
emphasis="secondary",
),
]
actions = []
if can_proceed:
actions.append(
UserAgentReviewAction(
@@ -3433,16 +3394,11 @@ class UserAgentService:
review_action = str(payload.context_json.get("review_action") or "").strip()
if payload.tool_payload.get("preview_only") and not review_action:
base_message = review_payload.body_message or self._build_review_intent_summary(
return review_payload.body_message or self._build_review_intent_summary(
payload,
slot_cards=review_payload.slot_cards,
claim_groups=review_payload.claim_groups,
)
return (
f"{base_message} "
"本次只是核对预览，尚未保存为草稿；需要暂存时请点击“保存为草稿”，"
"需要正式提交时再点击“继续下一步”。"
)
if review_action == "save_draft":
if draft_payload is not None and draft_payload.claim_no:
return (
@@ -3488,11 +3444,6 @@ class UserAgentService:
f"{self._build_review_intent_summary(payload, slot_cards=review_payload.slot_cards, claim_groups=review_payload.claim_groups)} "
"当前关键信息已基本齐全，您确认无误后可以继续下一步。"
)
if review_action == "edit_review":
return (
f"{self._build_review_intent_summary(payload, slot_cards=review_payload.slot_cards, claim_groups=review_payload.claim_groups)} "
f"{self._build_review_guidance_copy(review_payload, mention_save_draft=True)}"
)
return review_payload.body_message or None
def _build_review_body_message(
@@ -3566,11 +3517,157 @@ class UserAgentService:
confirmation_actions=[],
edit_fields=[],
)
return (
f"{self._build_review_intent_summary(payload, slot_cards=slot_cards, claim_groups=[])} "
f"{self._build_review_guidance_copy(review_payload, mention_save_draft=not can_proceed)}"
return "\n\n".join(
item
for item in [
self._build_review_intent_summary(payload, slot_cards=slot_cards, claim_groups=[]),
self._build_review_standard_calculation_copy(payload, slot_cards),
self._build_review_guidance_copy(review_payload, mention_save_draft=not can_proceed),
]
if item
)
def _build_review_standard_calculation_copy(
self,
payload: UserAgentRequest,
slot_cards: list[UserAgentReviewSlotCard],
) -> str:
slots = {item.key: item for item in slot_cards}
expense_type = str(slots.get("expense_type").value if slots.get("expense_type") else "").strip()
if "差旅" in expense_type:
return self._build_review_travel_calculation_table(payload, slots)
if "交通" in expense_type:
return (
"报销测算参考：交通费通常以实际票据金额为基础，结合出行地点、业务事由和票据合规性复核；"
"如果它属于差旅行程的一部分，后续也会并入差旅费测算。"
)
if "住宿" in expense_type:
return (
"报销测算参考：住宿费通常按“实际住宿金额”和“目的地住宿标准 × 住宿天数”取合规口径；"
"补齐酒店票据后再核对是否超标。"
)
return (
"报销测算参考：先以用户填写金额或票据识别金额为基础，"
"再结合费用类型、发生地点、业务事由和规则中心限额进行复核。"
)
def _build_review_travel_calculation_table(
self,
payload: UserAgentRequest,
slots: dict[str, UserAgentReviewSlotCard],
) -> str:
destination = self._resolve_slot_text(slots, "location")
days = self._resolve_review_travel_days(payload, slots)
ticket_amount = self._resolve_slot_money(slots, "amount")
employee = self._resolve_employee_profile(payload)
grade = self._resolve_review_employee_grade(payload, employee=employee)
if not destination or not grade:
return "\n".join(
[
"报销测算参考：",
"",
"| 项目 | 当前信息 | 测算说明 |",
"| --- | --- | --- |",
f"| 出差地点 | {destination or '待确认'} | 用于匹配城市住宿标准和补贴区域 |",
f"| 出差天数 | {days} 天 | 来自业务发生时间或用户描述 |",
f"| 职级 | {grade or '待确认'} | 补齐后才能匹配住宿标准和补贴档位 |",
f"| 交通票据 | {self._format_decimal_money(ticket_amount)} 元 | 上传票据后会按真实金额重新复核 |",
]
)
current_user = CurrentUserContext(
username=str(payload.user_id or payload.context_json.get("name") or "anonymous").strip() or "anonymous",
name=str(payload.context_json.get("name") or payload.user_id or "anonymous").strip() or "anonymous",
role_codes=[
str(item).strip()
for item in list(payload.context_json.get("role_codes") or [])
if str(item).strip()
],
is_admin=bool(payload.context_json.get("is_admin")),
department_name=str(payload.context_json.get("department_name") or payload.context_json.get("department") or "").strip(),
)
try:
calculation = TravelReimbursementCalculatorService(self.db).calculate(
TravelReimbursementCalculatorRequest(days=days, location=destination, grade=grade),
current_user,
)
except Exception:
return "\n".join(
[
"报销测算参考：",
"",
"| 项目 | 当前信息 | 测算说明 |",
"| --- | --- | --- |",
f"| 出差地点 | {destination} | 暂时未能匹配规则中心地点 |",
f"| 出差天数 | {days} 天 | 来自业务发生时间或用户描述 |",
f"| 职级 | {grade} | 暂时无法自动匹配差旅标准 |",
f"| 交通票据 | {self._format_decimal_money(ticket_amount)} 元 | 上传票据后会按真实金额重新复核 |",
]
)
total_amount = (
ticket_amount
+ self._coerce_decimal_money(calculation.hotel_amount)
+ self._coerce_decimal_money(calculation.allowance_amount)
).quantize(Decimal("0.01"))
ticket_basis = "当前未上传交通票据，先按 0.00 元占位" if ticket_amount <= Decimal("0.00") else "已识别或填写的交通票据金额"
return "\n".join(
[
"报销测算参考：",
"",
"| 项目 | 测算口径 | 金额 |",
"| --- | --- | ---: |",
f"| 交通票据 | {ticket_basis} | {self._format_decimal_money(ticket_amount)} 元 |",
f"| 住宿标准 | {self._format_decimal_money(calculation.hotel_rate)} 元/天 × {calculation.days} 天 | {self._format_decimal_money(calculation.hotel_amount)} 元 |",
f"| 出差补贴 | {self._format_decimal_money(calculation.total_allowance_rate)} 元/天 × {calculation.days} 天 | {self._format_decimal_money(calculation.allowance_amount)} 元 |",
f"| 参考合计 | 交通票据 + 住宿标准 + 出差补贴 | {self._format_decimal_money(total_amount)} 元 |",
"",
(
f"测算依据：职级 {calculation.grade}，目的地 {destination}，匹配城市 {calculation.matched_city}；"
"补齐交通、酒店等票据后，我会按真实票据金额和规则中心标准重新复核。"
),
]
)
@staticmethod
def _resolve_slot_text(slots: dict[str, UserAgentReviewSlotCard], key: str) -> str:
item = slots.get(key)
return str(getattr(item, "value", "") or getattr(item, "raw_value", "") or "").strip()
def _resolve_review_travel_days(
self,
payload: UserAgentRequest,
slots: dict[str, UserAgentReviewSlotCard],
) -> int:
text = " ".join(
[
str(payload.message or ""),
str(payload.context_json.get("user_input_text") or ""),
self._resolve_slot_text(slots, "reason"),
self._resolve_slot_text(slots, "time_range"),
]
)
explicit_match = re.search(r"(?<!\d)(\d{1,2})\s*天", text)
if explicit_match:
return max(1, int(explicit_match.group(1)))
dates = self._extract_dates_from_text(self._resolve_slot_text(slots, "time_range"))
if len(dates) >= 2:
return max(1, (max(dates).date() - min(dates).date()).days)
return 1
def _resolve_slot_money(
self,
slots: dict[str, UserAgentReviewSlotCard],
key: str,
) -> Decimal:
text = self._resolve_slot_text(slots, key).replace(",", "")
match = re.search(r"([0-9]+(?:\.[0-9]{1,2})?)", text)
if not match:
return Decimal("0.00")
return self._coerce_decimal_money(match.group(1))
@staticmethod
def _build_review_action_followup_copy(review_payload: UserAgentReviewPayload) -> str:
missing_slots = [str(item).strip() for item in review_payload.missing_slots if str(item).strip()]
@@ -3620,35 +3717,53 @@ class UserAgentService:
if str(item).strip()
]
lines = [
f"您好：{user_name}，根据您提交的票据信息，您可能出差的地点为 {destination}，天数为：{days} 天。",
f"根据票据，您现在提交的是{ticket_type_label}票，一共金额为：{self._format_decimal_money(ticket_amount)} 元。",
]
provide_items: list[str] = []
if required_labels:
provide_items.append("1. 酒店住宿发票/住宿清单（必须，当前待上传）")
if optional_labels:
provide_items.append(f"{len(provide_items) + 1}. 市内交通/乘车票据（非必须，如打车、地铁、停车等）")
sections = [
f"您好，{user_name}。我先按票据信息做一次差旅预检。",
"\n".join(
[
"已识别信息：",
f"1. 出差地点：{destination}",
f"2. 预计天数：{days} 天",
f"3. 票据类型：{ticket_type_label}票",
f"4. 票据金额：{self._format_decimal_money(ticket_amount)} 元",
]
),
]
if provide_items:
lines.append("根据公司相关报销制度，您还可以继续提供：\n" + "\n".join(provide_items))
sections.append("还需补充：\n" + "\n".join(provide_items))
else:
lines.append("根据公司相关报销制度，当前核心票据已较完整，无需继续上传票据。")
sections.append("票据完整性：当前核心票据已较完整，无需继续上传票据。")
if required_labels:
lines.append("酒店票据仍缺失，所以暂时不能继续下一步；您可以先保存为草稿，补齐后再提交。")
sections.append(
"处理建议：酒店票据仍缺失，暂时不能继续下一步。"
"您可以先保存为草稿，补齐后再提交。"
)
elif can_proceed and optional_labels:
lines.append("当前必需票据已具备；如暂时没有乘车票据，也可以继续下一步，或先保存为草稿。")
sections.append(
"处理建议：必需票据已具备。"
"如暂时没有乘车票据，也可以继续下一步，或先保存为草稿。"
)
elif can_proceed:
lines.append("当前信息已较完整，确认无误后可以继续下一步，也可以先保存为草稿。")
sections.append(
"处理建议：当前信息已较完整，确认无误后可以继续下一步；"
"暂时不提交时，也可以先保存为草稿。"
)
estimate_copy = self._build_travel_receipt_estimate_copy(
payload,
travel_receipt_state=travel_receipt_state,
)
if estimate_copy:
lines.append(estimate_copy)
return "\n".join(line for line in lines if line)
sections.append(estimate_copy)
return "\n\n".join(section for section in sections if section)
def _build_travel_receipt_estimate_copy(
self,
@@ -3665,10 +3780,11 @@ class UserAgentService:
if not destination or not grade:
return (
"根据公司差旅费报销依据，"
f"您的职级为：{grade or '待确认'}，去{destination or '出差地点待确认'}，"
f"当前可确认的{ticket_type_label}票据金额为：{self._format_decimal_money(ticket_amount)} 元；"
"住宿和补贴金额需补齐职级或地点后再核算。"
"差旅费测算：\n"
f"1. 职级：{grade or '待确认'}\n"
f"2. 目的地：{destination or '出差地点待确认'}\n"
f"3. 已提交{ticket_type_label}：{self._format_decimal_money(ticket_amount)} 元\n"
"4. 住宿和补贴金额：需补齐职级或地点后再核算。"
)
current_user = CurrentUserContext(
@@ -3689,9 +3805,11 @@ class UserAgentService:
)
except Exception:
return (
"根据公司差旅费报销依据，"
f"您的职级为：{grade}，去{destination}，当前可确认的{ticket_type_label}票据金额为："
f"{self._format_decimal_money(ticket_amount)} 元；住宿和补贴标准暂时无法自动测算，请以规则中心最新差旅标准为准。"
"差旅费测算：\n"
f"1. 职级：{grade}\n"
f"2. 目的地：{destination}\n"
f"3. 已提交{ticket_type_label}：{self._format_decimal_money(ticket_amount)} 元\n"
"4. 住宿和补贴标准：暂时无法自动测算，请以规则中心最新差旅标准为准。"
)
total_amount = (
@@ -3700,13 +3818,13 @@ class UserAgentService:
+ self._coerce_decimal_money(calculation.allowance_amount)
).quantize(Decimal("0.01"))
return (
"根据公司差旅费报销依据，"
f"您的职级为：{calculation.grade}，去{calculation.matched_city or destination}，"
"报销费用核算约为："
f"已提交{ticket_type_label} {self._format_decimal_money(ticket_amount)} 元 + "
f"住宿标准 {self._format_decimal_money(calculation.hotel_rate)} 元/天 × {calculation.days} 天 + "
f"出差补贴 {self._format_decimal_money(calculation.total_allowance_rate)} 元/天 × {calculation.days} 天 = "
f"{self._format_decimal_money(total_amount)} 元。"
"差旅费测算：\n"
f"1. 职级：{calculation.grade}\n"
f"2. 目的地：{calculation.matched_city or destination}\n"
f"3. 已提交{ticket_type_label}：{self._format_decimal_money(ticket_amount)} 元\n"
f"4. 住宿标准：{self._format_decimal_money(calculation.hotel_rate)} 元/天 × {calculation.days} 天\n"
f"5. 出差补贴：{self._format_decimal_money(calculation.total_allowance_rate)} 元/天 × {calculation.days} 天\n"
f"6. 参考合计：{self._format_decimal_money(total_amount)} 元"
)
@staticmethod
@@ -3739,7 +3857,7 @@ class UserAgentService:
if reminder_count:
return (
f"当前关键信息已基本齐全，但还有 {reminder_count} 条提醒。"
"您可以展开下方卡片查看详情，确认无误后继续下一步。"
"请核查对话中的文字说明，确认无误后继续下一步。"
)
return "当前关键信息已基本齐全，您确认无误后可以继续下一步。"
@@ -3750,10 +3868,10 @@ class UserAgentService:
issue_parts.append(f"{reminder_count} 条提醒")
issue_summary = "、".join(issue_parts) if issue_parts else "一些细节还需要进一步确认"
suffix = "；如果想先暂存，也可以点击下方按钮保存草稿。" if mention_save_draft else "。"
suffix = "；如果想先暂存，也可以点击对话文字中的“草稿”。" if mention_save_draft else "。"
return (
f"当前还有 {issue_summary}。"
f"您可以展开下方卡片查看详情，继续补充或修改{suffix}"
f"请核查对话中的文字说明{suffix}"
)
@staticmethod