fix(ai): recognize conversational document filters

server/tests/test_ontology_service.py

@@ -266,6 +266,46 @@ def test_semantic_ontology_service_extracts_entities_time_and_constraints() -> N
         assert result.time_range.end_date == "2026-04-30"
 
 
+def test_semantic_ontology_service_recognizes_colloquial_travel_city_filter(
+    monkeypatch,
+) -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        service = SemanticOntologyService(db)
+        monkeypatch.setattr(
+            service,
+            "_parse_with_model",
+            lambda **_kwargs: (None, [], "model_unavailable_for_rule_regression"),
+        )
+
+        result = service.parse(
+            OntologyParseRequest(
+                query="出差上海的单据请筛选一下",
+                user_id="pytest",
+            )
+        )
+
+        entity_map = {item.type: item.normalized_value for item in result.entities}
+        assert result.scenario == "expense"
+        assert result.intent == "query"
+        assert result.permission.level == "read"
+        assert entity_map["expense_type"] == "travel"
+        assert entity_map["location"] == "上海"
+
+        generic_result = service.parse(
+            OntologyParseRequest(
+                query="上海的单据请筛选一下",
+                user_id="pytest",
+            )
+        )
+        generic_entities = {
+            item.type: item.normalized_value for item in generic_result.entities
+        }
+        assert generic_result.scenario == "expense"
+        assert generic_result.intent == "query"
+        assert generic_entities["location"] == "上海"
+
+
 def test_semantic_ontology_service_extracts_budget_query_fields() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:

server/tests/test_orchestrator_review_flow.py

@@ -562,6 +562,77 @@ def test_orchestrator_history_query_filters_location_time_and_returns_real_amoun
         assert "321.45" in response.result["answer"]
 
 
+def test_orchestrator_colloquial_travel_city_filter_returns_only_matching_documents(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        employee = Employee(
+            id="emp-colloquial-filter",
+            employee_no="E9021",
+            name="张三",
+            email="colloquial-filter@example.com",
+        )
+        db.add_all(
+            [
+                employee,
+                ExpenseClaim(
+                    id="claim-colloquial-shanghai",
+                    claim_no="EXP-SHANGHAI-001",
+                    employee=employee,
+                    employee_id=employee.id,
+                    employee_name="张三",
+                    department_name="交付部",
+                    expense_type="travel",
+                    reason="前往上海支持客户项目",
+                    location="上海",
+                    amount=Decimal("888.00"),
+                    currency="CNY",
+                    occurred_at=datetime(2026, 7, 8, 9, 0, tzinfo=UTC),
+                    status="paid",
+                ),
+                ExpenseClaim(
+                    id="claim-colloquial-beijing",
+                    claim_no="EXP-BEIJING-001",
+                    employee=employee,
+                    employee_id=employee.id,
+                    employee_name="张三",
+                    department_name="交付部",
+                    expense_type="travel",
+                    reason="前往北京支持客户项目",
+                    location="北京",
+                    amount=Decimal("666.00"),
+                    currency="CNY",
+                    occurred_at=datetime(2026, 7, 9, 9, 0, tzinfo=UTC),
+                    status="paid",
+                ),
+            ]
+        )
+        db.commit()
+
+        response = run_for_fixture_tenant(
+            OrchestratorService(db),
+            OrchestratorRequest(
+                source="user_message",
+                user_id="colloquial-filter@example.com",
+                message="出差上海的单据请筛选一下",
+            ),
+        )
+
+        query_payload = response.result["query_payload"]
+        assert response.status == "succeeded"
+        assert response.trace_summary.scenario == "expense"
+        assert response.trace_summary.intent == "query"
+        assert query_payload["record_count"] == 1
+        assert [item["claim_no"] for item in query_payload["records"]] == [
+            "EXP-SHANGHAI-001"
+        ]
+
+
 def test_orchestrator_archive_query_filters_archived_claims_and_limits_preview(
     monkeypatch,
 ) -> None: