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refactor(backend): update service layers

Browse Source 
- services/agent_conversations.py: update agent conversations service
- services/agent_foundation.py: update agent foundation service
- services/orchestrator.py: update orchestrator service
- services/user_agent.py: update user agent service
This commit is contained in:
caoxiaozhu
2026-05-13 15:31:04 +00:00
parent de51ed2e9f
commit 44b2838a12
4 changed files with 462 additions and 80 deletions
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165
server/src/app/services/user_agent.py
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@@ -14,6 +14,9 @@ from app.schemas.agent_asset import AgentAssetListItem
from app.schemas.user_agent import (
UserAgentCitation,
UserAgentDraftPayload,
UserAgentExpenseQueryRecord,
UserAgentQueryPayload,
UserAgentQueryStatusGroup,
UserAgentReviewAction,
UserAgentReviewEditField,
UserAgentReviewClaimGroup,
@@ -94,6 +97,13 @@ EXPENSE_STATUS_LABELS = {
"paid": "已付款",
}
EXPENSE_STATUS_GROUP_LABELS = {
"draft": "草稿",
"in_progress": "审批中",
"completed": "审批完成",
"other": "其他状态",
}
SLOT_LABELS = {
"expense_type": "报销类型",
"customer_name": "客户名称",
@@ -132,6 +142,7 @@ class UserAgentService:
citations = self._build_rule_citations(payload)
suggested_actions = self._build_suggested_actions(payload)
risk_flags = self._resolve_risk_flags(payload)
query_payload = self._build_query_payload(payload)
draft_payload = (
self._build_draft_payload(payload)
if payload.ontology.intent == "draft"
@@ -153,6 +164,7 @@ class UserAgentService:
answer=review_answer or str(payload.tool_payload["message"]),
citations=citations,
suggested_actions=suggested_actions,
query_payload=query_payload,
review_payload=review_payload,
risk_flags=risk_flags,
requires_confirmation=payload.requires_confirmation,
@@ -163,6 +175,7 @@ class UserAgentService:
answer=review_answer,
citations=citations,
suggested_actions=suggested_actions,
query_payload=query_payload,
draft_payload=draft_payload,
review_payload=review_payload,
risk_flags=risk_flags,
@@ -177,6 +190,7 @@ class UserAgentService:
answer=guided_answer,
citations=citations,
suggested_actions=suggested_actions,
query_payload=query_payload,
draft_payload=draft_payload,
review_payload=review_payload,
risk_flags=risk_flags,
@@ -203,6 +217,7 @@ class UserAgentService:
answer=answer or fallback_answer,
citations=citations,
suggested_actions=suggested_actions,
query_payload=query_payload,
draft_payload=draft_payload,
review_payload=review_payload,
risk_flags=risk_flags,
@@ -396,43 +411,58 @@ class UserAgentService:
subject = self._resolve_subject(payload)
if scenario == "expense":
record_count = int(data.get("record_count") or 0)
total_amount = float(data.get("total_amount") or 0)
query_payload = self._build_query_payload(payload)
scope_label = str(data.get("scope_label") or subject).strip() or subject
preview_records = data.get("records")
if record_count <= 0:
if query_payload is None:
return f"当前没有查到{scope_label}。你可以补充时间范围、单号或状态继续筛选。"
summary = f"查到{scope_label}共 {record_count} 笔，金额合计 {total_amount:.2f} 元。"
if not isinstance(preview_records, list) or not preview_records:
return f"{summary} 如需继续处理，可以查看明细或生成处理意见草稿。"
window_prefix = (
f"{query_payload.window_start_date} 至 {query_payload.window_end_date}"
if query_payload.recent_window_applied
and query_payload.window_start_date
and query_payload.window_end_date
else (
f"近 {query_payload.window_days} 日内"
if query_payload.recent_window_applied and query_payload.window_days
else "当前条件下"
)
)
if query_payload.record_count <= 0:
if query_payload.older_record_count > 0 and query_payload.window_days:
return (
f"{window_prefix}没有查到{query_payload.scope_label}。"
f"另有 {query_payload.older_record_count} 笔超过 {query_payload.window_days} 日的单据，"
"请前往个人报销中心查看。"
)
return f"{window_prefix}没有查到{query_payload.scope_label}。你可以补充时间范围、单号或状态继续筛选。"
preview_text: list[str] = []
for item in preview_records[:3]:
if not isinstance(item, dict):
continue
claim_no = str(item.get("claim_no") or "未编号").strip() or "未编号"
occurred_at = str(item.get("occurred_at") or "").strip()
expense_type = EXPENSE_TYPE_LABELS.get(
str(item.get("expense_type") or "").strip(),
str(item.get("expense_type") or "报销").strip() or "报销",
group_lines = [
f"{item.label} {item.count} 笔"
for item in query_payload.status_groups
if item.count > 0
]
answer_parts = [
f"我先为你列出{window_prefix}的{query_payload.scope_label}，"
f"共 {query_payload.record_count} 笔，金额合计 {query_payload.total_amount:.2f} 元。"
]
if group_lines:
answer_parts.append(f"其中包括：{'、'.join(group_lines)}。")
hint_parts: list[str] = []
if query_payload.has_more_in_window and query_payload.preview_count < query_payload.record_count:
hint_parts.append(
f"下方先展示最近 {query_payload.preview_count} 笔，你可以直接点击单据查看详情。"
)
amount = float(item.get("amount") or 0)
status = EXPENSE_STATUS_LABELS.get(
str(item.get("status") or "").strip(),
str(item.get("status") or "处理中").strip() or "处理中",
)
date_prefix = f"{occurred_at}，" if occurred_at else ""
preview_text.append(
f"{claim_no}（{date_prefix}{expense_type}，{amount:.2f} 元，{status}）"
elif query_payload.records:
hint_parts.append("下方已列出本次命中的真实单据，可直接点击查看详情。")
if query_payload.older_record_count > 0 and query_payload.window_days:
hint_parts.append(
f"另有 {query_payload.older_record_count} 笔超过 {query_payload.window_days} 日的单据，"
"请前往个人报销中心查看。"
)
if not preview_text:
return f"{summary} 如需继续处理，可以查看明细或生成处理意见草稿。"
has_more = bool(data.get("has_more")) or record_count > len(preview_records)
more_hint = " 当前先展示最近几笔，可继续查看明细。" if has_more else ""
return f"{summary} 其中包括：{'；'.join(preview_text)}。{more_hint}".strip()
return " ".join(answer_parts + hint_parts).strip()
if scenario == "accounts_receivable":
record_count = int(data.get("record_count") or 0)
@@ -452,6 +482,81 @@ class UserAgentService:
return "已完成当前查询，但暂时没有更多结构化结果可展示。"
def _build_query_payload(
self,
payload: UserAgentRequest,
) -> UserAgentQueryPayload | None:
if payload.ontology.scenario != "expense" or payload.ontology.intent not in {"query", "compare"}:
return None
result_type = str(payload.tool_payload.get("result_type") or "").strip()
if result_type and result_type != "expense_claim_list":
return None
records: list[UserAgentExpenseQueryRecord] = []
for item in payload.tool_payload.get("records") or []:
if not isinstance(item, dict):
continue
amount = float(item.get("amount") or 0)
records.append(
UserAgentExpenseQueryRecord(
claim_id=str(item.get("claim_id") or "").strip(),
claim_no=str(item.get("claim_no") or "").strip() or "未编号",
employee_name=str(item.get("employee_name") or "").strip(),
expense_type=str(item.get("expense_type") or "").strip(),
expense_type_label=str(item.get("expense_type_label") or "").strip()
or EXPENSE_TYPE_LABELS.get(str(item.get("expense_type") or "").strip(), "报销"),
amount=round(amount, 2),
status=str(item.get("status") or "").strip(),
status_label=str(item.get("status_label") or "").strip()
or EXPENSE_STATUS_LABELS.get(str(item.get("status") or "").strip(), "处理中"),
status_group=str(item.get("status_group") or "").strip() or "other",
status_group_label=str(item.get("status_group_label") or "").strip()
or EXPENSE_STATUS_GROUP_LABELS.get(str(item.get("status_group") or "").strip(), "其他状态"),
approval_stage=str(item.get("approval_stage") or "").strip() or None,
document_date=str(item.get("document_date") or "").strip(),
occurred_at=str(item.get("occurred_at") or "").strip(),
reason=str(item.get("reason") or "").strip(),
location=str(item.get("location") or "").strip(),
)
)
status_groups: list[UserAgentQueryStatusGroup] = []
for item in payload.tool_payload.get("status_groups") or []:
if not isinstance(item, dict):
continue
status_groups.append(
UserAgentQueryStatusGroup(
key=str(item.get("key") or "").strip() or "other",
label=str(item.get("label") or "").strip() or "其他状态",
count=max(0, int(item.get("count") or 0)),
)
)
return UserAgentQueryPayload(
result_type="expense_claim_list",
scope_label=str(payload.tool_payload.get("scope_label") or self._resolve_subject(payload)).strip() or "报销单",
recent_window_applied=bool(payload.tool_payload.get("recent_window_applied")),
window_days=(
int(payload.tool_payload["window_days"])
if payload.tool_payload.get("window_days") not in {None, ""}
else None
),
window_start_date=(
str(payload.tool_payload.get("window_start_date") or "").strip() or None
),
window_end_date=(
str(payload.tool_payload.get("window_end_date") or "").strip() or None
),
record_count=max(0, int(payload.tool_payload.get("record_count") or 0)),
preview_count=max(0, int(payload.tool_payload.get("preview_count") or len(records))),
older_record_count=max(0, int(payload.tool_payload.get("older_record_count") or 0)),
has_more_in_window=bool(payload.tool_payload.get("has_more_in_window") or payload.tool_payload.get("has_more")),
total_amount=round(float(payload.tool_payload.get("total_amount") or 0), 2),
status_groups=status_groups,
records=records,
)
def _build_explain_answer(
self,
payload: UserAgentRequest,