refactor(backend): update services and tests

- services/expense_claims.py: update expense claims service
- services/user_agent.py: update user agent service
- tests/test_orchestrator_service.py: update orchestrator service tests
- tests/test_user_agent_service.py: update user agent service tests

server/tests/test_orchestrator_service.py

@@ -12,6 +12,7 @@ from app.api.deps import get_db
 from app.db.base import Base
 from app.main import create_app
 from app.models.agent_conversation import AgentConversation, AgentConversationMessage
+from app.models.employee import Employee
 from app.models.financial_record import ExpenseClaim
 from app.schemas.settings import SettingsWrite
 from app.services.agent_assets import AgentAssetService
@@ -183,6 +184,153 @@ def test_orchestrator_user_agent_draft_returns_structured_payload() -> None:
         assert claim.items
 
 
+def test_orchestrator_blocks_fourth_expense_draft_for_same_user() -> None:
+    client, session_factory = build_client()
+    user_id = "zhangsan@example.com"
+
+    with session_factory() as db:
+        db.add(
+            Employee(
+                employee_no="E1001",
+                name="张三",
+                email=user_id,
+            )
+        )
+        db.commit()
+
+    for amount, city in ((120, "上海"), (240, "北京"), (360, "深圳")):
+        response = client.post(
+            "/api/v1/orchestrator/run",
+            json={
+                "source": "user_message",
+                "user_id": user_id,
+                "message": f"帮我生成报销草稿，我昨天去{city}出差，交通费{amount}元",
+                "context_json": {
+                    "role_codes": ["finance"],
+                    "name": "张三",
+                },
+            },
+        )
+
+        assert response.status_code == 200
+        payload = response.json()
+        assert payload["result"]["draft_payload"]["claim_no"].startswith("EXP-")
+
+    blocked_response = client.post(
+        "/api/v1/orchestrator/run",
+        json={
+            "source": "user_message",
+            "user_id": user_id,
+            "message": "帮我生成报销草稿，我昨天去杭州出差，交通费480元",
+            "context_json": {
+                "role_codes": ["finance"],
+                "name": "张三",
+                "review_action": "save_draft",
+            },
+        },
+    )
+
+    assert blocked_response.status_code == 200
+    blocked_payload = blocked_response.json()
+    assert blocked_payload["status"] == "succeeded"
+    assert "你当前已保存 3 个草稿" in blocked_payload["result"]["answer"]
+    assert blocked_payload["result"]["draft_payload"]["claim_id"] is None
+    assert blocked_payload["result"]["draft_payload"]["claim_no"] is None
+    assert blocked_payload["result"]["draft_payload"]["status"] == "blocked"
+
+    with session_factory() as db:
+        draft_count = db.scalar(
+            select(func.count())
+            .select_from(ExpenseClaim)
+            .where(ExpenseClaim.status == "draft")
+        )
+        assert draft_count == 3
+
+
+def test_orchestrator_allows_existing_draft_update_when_user_already_has_three_drafts() -> None:
+    client, session_factory = build_client()
+    user_id = "lisi@example.com"
+
+    with session_factory() as db:
+        db.add(
+            Employee(
+                employee_no="E1002",
+                name="李四",
+                email=user_id,
+            )
+        )
+        db.commit()
+
+    first_response = client.post(
+        "/api/v1/orchestrator/run",
+        json={
+            "source": "user_message",
+            "user_id": user_id,
+            "message": "帮我生成报销草稿，我昨天去上海出差，交通费120元",
+            "context_json": {
+                "role_codes": ["finance"],
+                "name": "李四",
+            },
+        },
+    )
+
+    assert first_response.status_code == 200
+    first_payload = first_response.json()
+    claim_id = first_payload["result"]["draft_payload"]["claim_id"]
+    conversation_id = first_payload["conversation_id"]
+    assert claim_id
+    assert conversation_id
+
+    for amount, city in ((240, "北京"), (360, "深圳")):
+        response = client.post(
+            "/api/v1/orchestrator/run",
+            json={
+                "source": "user_message",
+                "user_id": user_id,
+                "message": f"帮我生成报销草稿，我昨天去{city}出差，交通费{amount}元",
+                "context_json": {
+                    "role_codes": ["finance"],
+                    "name": "李四",
+                },
+            },
+        )
+
+        assert response.status_code == 200
+        payload = response.json()
+        assert payload["result"]["draft_payload"]["claim_no"].startswith("EXP-")
+
+    update_response = client.post(
+        "/api/v1/orchestrator/run",
+        json={
+            "source": "user_message",
+            "user_id": user_id,
+            "conversation_id": conversation_id,
+            "message": "金额改成888元",
+            "context_json": {
+                "role_codes": ["finance"],
+                "name": "李四",
+            },
+        },
+    )
+
+    assert update_response.status_code == 200
+    update_payload = update_response.json()
+    assert update_payload["result"]["draft_payload"]["claim_id"] == claim_id
+
+    with session_factory() as db:
+        claim = db.scalar(select(ExpenseClaim).where(ExpenseClaim.id == claim_id))
+        assert claim is not None
+        assert float(claim.amount) == 888.0
+
+        draft_count = db.scalar(
+            select(func.count())
+            .select_from(ExpenseClaim)
+            .where(ExpenseClaim.employee_id == claim.employee_id)
+            .where(ExpenseClaim.status == "draft")
+        )
+        assert draft_count == 3
+
+
 def test_orchestrator_persists_conversation_and_reuses_expense_draft_context() -> None:
     client, session_factory = build_client()
 

server/tests/test_user_agent_service.py

@@ -246,6 +246,36 @@ def test_user_agent_draft_returns_structured_payload() -> None:
         assert response.answer == response.review_payload.body_message
 
 
+def test_user_agent_returns_draft_limit_message_when_save_is_blocked() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="请按当前识别信息保存报销草稿",
+                user_id="pytest",
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest",
+                message="请按当前识别信息保存报销草稿",
+                ontology=ontology,
+                context_json={"review_action": "save_draft"},
+                tool_payload={
+                    "draft_limit_reached": True,
+                    "message": "你当前已保存 3 个草稿，请先完成已保存的草稿，才能再次新建草稿。",
+                    "status": "blocked",
+                },
+            )
+        )
+
+        assert (
+            response.answer
+            == "你当前已保存 3 个草稿，请先完成已保存的草稿，才能再次新建草稿。"
+        )
+
+
 def test_user_agent_builds_review_payload_for_multi_document_expense_flow() -> None:
     session_factory = build_session_factory()
     with session_factory() as db: