feat(ai): add personal expense application memory

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caoxiaozhu
2026-07-14 17:16:23 +08:00
parent 211f85d981
commit 54754b5502
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@@ -135,6 +135,7 @@
- 用户可以查看“系统记住了什么、为什么记住、在哪里使用”,并支持修改、忘记和关闭个性化。
- 企业管理员配置部门/企业记忆边界、有效期、敏感等级和自动化上限。
- 首个个人记忆切片只在申请核对表展示“常用出行方式”来源、证据数量和可编辑状态,并提供“忘记此偏好”;不在本轮新建大型设置页,也不把风险画像当作个人偏好。
### 后端
@@ -158,6 +159,9 @@
- `memory_evidence_links` 保留记忆与业务事件、决策、反馈、结果的来源关系。
- 企业制度优先于部门基线,部门基线优先于个人偏好;冲突时返回解释。
- 复用既有 AI 数据飞轮的 few-shot、golden case、Prompt 版本、Canary 和回归门禁。
- 首个切片使用关系库精确键检索,只允许低敏枚举 `travel_application.transport_mode`;不复用当前缺少完整租户键的 FewShot/Qdrant 或员工风险画像存储个人记忆。
- 记忆证据只从认证动作事务中的服务端核验纠正产生,关联 Decision、Feedback、Outcome 和 Expense Case草稿、客户端观察、重复请求和同一 Case 多次修改不能重复计票。
- 个人记忆只填充当前申请的空白软字段;当前明确输入、服务端 HR/组织主数据、企业制度和规则计算结果都优先于个人记忆。每次应用或抑制都返回可解释原因,不把优先级交给 Prompt 或 LLM 自行判断。
#### 节省与价值
@@ -186,9 +190,11 @@
#### 记忆激活
- 明确偏好可由用户确认后立即激活。
- 隐式偏好必须达到最小一致证据数,并通过时间衰减、敏感性、企业规则冲突和异常值检查
- 错误标注、违规习惯和一次性例外不能直接变为默认记忆。
- 明确偏好后续可由用户认证确认后立即激活;首个切片只实现隐式候选,不把普通字段编辑冒充明确授权
- 隐式出行方式偏好需要同租户、同员工、同场景和同归一化值的 3 个不同 Expense Case 服务端核验纠正,其中至少 2 个出现 `application_approved`,且首尾证据至少跨 7 天;同一 Case、重试、草稿续签只计一票
- `accepted``client_observed``draft_saved` 和单纯 `application_submitted` 只能作为观察信息,不能单独激活;退回、反向纠正、结果 reversed 或制度冲突会抑制现有记忆。
- Candidate 默认 90 天有效Active 默认 180 天;状态支持 `candidate / active / suppressed / expired / revoked`。相反值先抑制旧记忆并建立新候选,不原地覆盖;用户“忘记”后立即 revoked清除可恢复值且不可自动复活。
- 错误标注、违规习惯、一次性例外、自由文本和敏感字段不能直接变为默认记忆。
#### 风险与预审
@@ -213,7 +219,8 @@
- `ai_decisions`:结构化 AI 建议与版本证据。
- `ai_decision_feedback`:接受、修改、拒绝和忽略。
- `workflow_outcomes`:退回、补件、审批、付款、审计和最终结果。
- `memory_entries` / `memory_evidence_links`:分层记忆和来源
- `memory_entries`:按租户、作用域主体、场景、字段和值指纹保存候选/激活/抑制/过期/撤销状态,只允许白名单低敏值可恢复
- `memory_evidence_links`:把记忆与服务端 Decision、Feedback、Outcome、Expense Case 和业务结果关联;唯一键保证同一 Case 对同一候选最多计一票。
- `automation_policies` / `automation_grants`:动作级自动化策略和授权。
- `profile_baseline_snapshots`:持久化员工、部门、供应商、费用和流程基线。
- `savings_opportunities` / `savings_realizations`:节省机会和实现结果。
@@ -274,6 +281,8 @@
- P0 数据契约即引入最小 `tenant_id`、数据库约束、行级过滤、向量库命名空间和对象存储前缀隔离;删除传播、数据导出和私有部署加固可在商业化阶段继续完善。
- Expense Case 用户态查询只返回流程摘要Case 基础状态、关系类型、事件类型、操作人、发生时间及白名单业务载荷;不返回关联资源 ID、幂等键、correlation、causation、聚合标识或 Outbox 投递状态。有权查看入口单据的本人、当前审批人、财务和管理员可查看整 Case 的安全摘要,无权限与跨租户查询继续以 404 隐藏资源存在性。
- 申请预览签发与消费同时绑定 `tenant_id`、actor、Bearer 登录会话和会话 ID动作入口按这些服务端事实锁行校验不能只凭随机 UUID 授权。浏览器提供的模型来源、`finalValue`、用户和角色声明均不作为可信事实。
- 个人记忆主体优先使用服务端 `employee_id`,缺失时才使用规范化用户名;所有唯一键、读取、证据外键和忘记动作都必须以 `tenant_id` 开头。同邮箱或同员工号在不同租户形成完全独立的记忆。
- 记忆值采用 deny-by-default 白名单;首个切片仅保存规范枚举“飞机/火车/轮船”。事由、地点、日期、金额、客户/项目自由文本、附件、银行卡、收款人与支付账户均不得进入记忆明文、Prompt、向量 payload 或日志。
- 外部 `/orchestrator/run` 的用户消息、定时任务和系统事件都必须携带有效登录会话,不能由请求体中的 `source` 自行声明可信内部来源;其中 `schedule` / `system_event` 只允许平台管理员触发。服务端使用登录态覆盖用户、租户、角色、管理员、员工、审批人和调度操作人别名,并移除客户端 preview/decision 状态。最近会话查询与删除只使用当前登录用户和租户,查询参数中的 `user_id` 仅保留协议兼容,不参与授权。
- 预览与学习账本中的字段值使用独立、可版本化的费用申请密钥计算 HMAC-SHA256 指纹,密钥目录和文件权限分别为 `0700``0600`;核验旧决策必须使用其签发版本,缺失版本直接拒绝,不静默生成替代密钥。字段指纹同时编码“字段是否存在”,避免新增或删除字段被误判为采纳;训练资格仍保持关闭,直至审批、付款或人工核验闭环完成。
- 自动化权限按动作、金额、场景、风险和有效期授予,不使用全局“允许 Agent 自动执行”开关。
@@ -286,7 +295,8 @@
- Qdrant/few-shot 不可用:使用 stable Prompt 和基础规则,不阻塞主流程。
- 外部支付/ERP/税务连接器不可用:事件进入 retryable 状态,保留人工处理入口和幂等键。
- 记忆冲突或可信度不足:只展示建议,不自动应用。
- 预览签发超时或不可用:仍展示本地预览并允许编辑、保存提交,内部标记为降级;此时只记录 `client_observed` 行为证据,不升级为服务端核验或训练样本
- 结构化预览签发超时或不可用:允许继续编辑和重新签发,但保存提交保持 fail-closed只有不存在结构化预览的历史兼容入口保留原有降级路径且只能记录 `client_observed` 行为证据。
- 记忆服务不可用、过期或校验失败:回退为“无个人记忆 + 当前规则”,不阻塞预览,也不读取跨租户、旧缓存或无租户向量样本。
- Savings 证据不足:保留机会状态,不进入已实现节省。
## 算法与公式
@@ -411,6 +421,7 @@ customer_contribution_margin
- 一句话申请 → 票据归集 → 自动报销 → 预审 → 审批 → 付款事件 → 入账 → 归档端到端。
- 持久开发库只读流式克隆 → Alembic 升级 → 历史回填 dry-run/apply/重复 apply → 服务端登录 → 旧单时间线查询 → 持久库不变验证。
- AI 建议 → 用户修改 → 退回/通过 → 记忆候选 → 下次建议变化闭环。
- 常用出行方式 1/2 次纠正保持候选,第 3 个不同 Case 且至少 2 次审批通过、跨 7 天后激活;当前输入覆盖、跨租户拒绝、忘记后不再预填。
- 风险命中 → 人工确认/误报 → few-shot → 新版本回放 → Canary/回滚闭环。
- 节省机会 → 负责人执行 → 实际结果 → 财务确认 → ROI 看板闭环。
- 多租户同名员工、同号单据、向量检索和对象存储隔离测试。
@@ -464,6 +475,8 @@ docker exec -w /app -e SERVER_VENV_DIR=/tmp/x-financial-server-venv \
- Agent 会话租户边界Orchestrator 与 Steward 动作运行时都把可信 `tenant_id` 写入会话状态;创建、恢复、幂等检查点重放、单条删除和批量删除同时校验租户与用户名,同名用户不能跨租户复用 decision 或动作结果。历史无租户状态的会话在认证入口 fail-closed不会被恢复或删除。`agent_conversations` 仍缺少独立 `tenant_id` 列和数据库复合约束,后续迁移需要把当前应用层守卫下沉为结构化租户键。
- 费用事件读取边界:用户态精简 DTO 和首批 HTTP 权限测试已完成;剩余风险是同一 URL 若已有外部客户端依赖旧内部字段会产生契约变更,且未来新增敏感 payload 字段必须继续显式进入白名单,不能恢复任意字典透传。
- 反馈投毒:一次点击或违规习惯不能直接成为记忆,需要候选态、最小样本、制度约束和结果权重。
- 记忆值恢复:现有学习账本只保存 HMAC 指纹,无法恢复具体偏好值;必须由独立记忆表在认证事务中只提取白名单枚举,不能为了复用把自由文本重新塞回账本。
- 记忆与制度冲突:首个切片的三种交通方式当前均只有估价和舱等规则,没有“禁止某种交通方式”的制度维度;后续一旦增加按职级、路线或金额禁用交通方式的规则,必须先提供服务端允许性判定、抑制原因和回归用例,再允许个人记忆参与预填。
- 自动化失控:高准确率不代表高风险动作可以无人值守,必须按动作授权并支持 shadow、Canary、抽检和回滚。
- 虚假节省:风险暴露金额、暂缓付款和工时估算容易被夸大,必须由客户财务确认并执行去重。
- 外部依赖税务、支付、银行、商旅、ERP 和消息平台连接器存在可用性、资质和交付周期风险。
@@ -538,3 +551,8 @@ docker exec -w /app -e SERVER_VENV_DIR=/tmp/x-financial-server-venv \
- 2026-07-14decision 生命周期加固同一租户、用户、登录会话、conversation 和 HMAC 快照即使使用不同签发 request ID也复用当前 active decision避免多个并行 decision 命中草稿幂等捷径后遗留未消费状态。动作发现 decision 过期、已消费或不可用时,前端清空旧 ID、生成新的签发 request ID 并开放重新签发。
- 2026-07-14跨租户检查点加固Steward 动作会话创建显式写入服务端租户;租户 A/B 即使使用相同用户名、conversation 和 trace也会获得独立会话与 decision不再跨租户返回幂等结果或敏感预览内容。
- 2026-07-14统一闭环验证容器内服务端预览、Steward 动作/图运行、Orchestrator 外部来源授权及决策消费组合回归 50 项通过Python Ruff F/I 通过;前端结构化动作、会话恢复、工作台路由、富确认和动作脚本共 18 项通过Vite 生产构建通过。并行读取用户正在变动的规则工作簿曾触发 `openpyxl` ZIP 句柄竞争,相关套件改为串行后全部通过,未修改规则工作簿。
- 2026-07-14个人出行方式记忆新增租户化 `memory_entries``memory_evidence_links`,首个切片只存储 `travel_application.transport_mode` 的“飞机/火车/轮船”。同一租户、员工、场景和值需要 3 个不同 Expense Case 的服务端核验纠正、至少 2 个当前审批通过且证据跨 7 天才激活Candidate/Active 默认有效期分别为 90/180 天。
- 2026-07-14证据信任边界记忆证据严格绑定当前 tenant、actor、employee、Case owner 和 Claim owner并要求 Decision、Feedback、Outcome 指向同一申请、同一 Case 和同一个真实 `application_submitted` 业务事件;事件聚合必须是对应 `expense_claim`。同 Case 重放、invalidated/reversed 事实、最新退回、反向纠正和非白名单纠正不会继续支持 active 记忆。
- 2026-07-14应用、抑制与遗忘个人记忆只补空白出行方式任何当前显式值都优先。命中后服务端重新计算交通与总额估算再签发 canonical decision记忆异常降级为无记忆不阻塞预览。反向或非白名单纠正抑制 active用户忘记后状态改为 revoked、清空可恢复值和指纹旧请求不可复活。
- 2026-07-14前端记忆解释申请核对表新增独立 `TravelReimbursementMemoryPanel`,展示已应用的常用出行方式、证据数量、学习回执和“忘记此偏好”入口;本地会话快照支持跨刷新恢复,忘记偏好不会篡改当前申请字段。
- 2026-07-14个人记忆验证容器内个人记忆专项 16 项、记忆/预览决策/迁移/所有权组合回归 56 项通过且 1 项条件跳过、前端申请与记忆组合 83 项通过;一次性 PostgreSQL 迁移循环、Ruff、Vite 生产构建和 `git diff --check` 均通过。当前规则中心尚不存在交通方式禁用维度,制度冲突守卫作为后续规则扩展的前置门禁保留,不以恒真占位判断冒充已实现。

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@@ -41,7 +41,8 @@
证据:`ai_learning.py``expense_application_learning.py``20260714_0003_ai_learning_loop.py`;三类事实分别表达 AI 建议、用户采纳/显式字段纠正和业务结果,技术执行成功、用户反馈与工作流结果不复用同一状态。
- [x] [CONCEPT: 业务事件与 AI 决策] 定义落单前服务端预览决策的签发、授权、过期、一次消费、重放和续签契约。
证据:`ai_application_preview.py``expense_application_preview_decisions.py``expense_application_snapshot.py`;预览不创建空 Case绑定租户、actor、登录会话与 conversation30 分钟过期,保存/提交成功后一次消费;保存草稿在业务提交后尽力返回基于服务端事实的新 `decision_id`,续签失败不反转已成功动作。
- [ ] [CONCEPT: 记忆与学习] 定义 `memory_entries`证据链接、优先级、有效期、敏感等级、撤销和遗忘契约。
- [x] [CONCEPT: 记忆与学习] 定义并实现 `memory_entries``memory_evidence_links`、优先级、有效期、敏感白名单、撤销和遗忘契约;首个切片仅覆盖 `travel_application.transport_mode`
证据:`ai_memory.py``expense_application_memory.py``expense_application_memory_evidence.py``20260714_0005_ai_memory.py`;记忆使用租户、主体、场景、字段和值指纹精确隔离,值只允许“飞机/火车/轮船”,服务异常降级为不应用记忆。
- [ ] [CONCEPT: 自动化决策] 定义动作风险、金额阈值、置信度、证据完整度、可逆性、抽检率和企业授权策略。
- [ ] [CONCEPT: 节省与价值] 定义 Savings Ledger 的机会、执行、实现、确认、去重和归因状态。
- [ ] [CONCEPT: 连接器] 定义票据邮箱、税务、企业卡、商旅、支付、银行、ERP、消息和 SSO 连接器协议。
@@ -115,8 +116,18 @@
- [ ] [CONCEPT: 自动化决策] 实现 L0-L5 动作级自动化等级和资格计算器。
- [ ] [CONCEPT: 自动化决策] 为每个动作实现硬白名单、金额上限、证据要求、抽检率和企业上限。
- [ ] [CONCEPT: 风险与预审] 统一风险输出为事实、规则、证据、判断、建议动作和降级原因。
- [ ] [CONCEPT: 记忆激活] 实现 candidate/active/suppressed/expired/revoked 记忆状态机。
- [x] [CONCEPT: 记忆激活] 为首个个人出行方式切片实现 candidate/active/suppressed/expired/revoked 记忆状态机。
证据Candidate/Active 默认有效期分别为 90/180 天;反向或非白名单纠正抑制已激活记忆,过期后新证据创建新 generation忘记后清值并阻止旧请求复活。
- [ ] [CONCEPT: 记忆激活] 实现用户、部门、企业记忆优先级、冲突解释、时间衰减和最小样本要求。
- [x] [CONCEPT: 记忆与学习] 新增租户化个人记忆与证据链接迁移,唯一键保证同一 Expense Case 对同一候选最多计一票。
证据记忆、证据、Decision、Feedback、Outcome、Expense Case 和 Claim 采用租户复合外键;证据同时校验 actor、员工和 Case/单据 owner跨租户或跨主体关系不能计票。
- [x] [CONCEPT: 记忆激活] 为常用出行方式实现隐式激活门槛3 个不同 Case 的一致服务端纠正、至少 2 次审批通过、证据跨 7 天草稿、client_observed、accepted 和重试不激活。
证据:只有当前有效的 `server_verified` 编辑、`application_submitted` 结果和最新审批状态参与计算;提交事件还必须绑定对应 `expense_claim` 与 Claim IDinvalidated/reversed 事实、同 Case 重放和旧请求均被排除。
- [x] [CONCEPT: 记忆与学习] 在服务端申请预览签发前只为空白出行方式应用 active 个人记忆,并返回 memory id、证据数与来源当前输入、主数据和企业规则优先。
证据:`expense_application_preview_workflow.py` 应用记忆后重新执行规则测算和签名;仅缺出行方式时前端仍请求服务端,命中记忆后可直接生成完整核对表。
- [x] [CONCEPT: AI 记忆与自动化设置] 提供当前用户记忆查询与“忘记此偏好”接口;撤销后清除可恢复值并在后续预览中不再应用。
证据:`GET /api/v1/expense-application-memories/me``DELETE /api/v1/expense-application-memories/{id}` 均绑定当前租户和主体,越权以 404 隐藏资源存在性。
- [ ] [CONCEPT: 记忆与学习] 当规则中心新增按职级、路线或金额禁用交通方式的制度维度时,在个人记忆应用前接入显式允许性判定、冲突抑制原因和回归测试。
- [x] [CONCEPT: 记忆与学习] 为 AI 申请预填记录用户原样采纳、显式字段修改和草稿/提交结果证据。
证据:`expenseApplicationDecisionFeedback.js``useApplicationPreviewEditor.js``expense_application_learning.py``expense_application_preview_decisions.py`;改回原建议会清除字段差异,日期联动同步记录天数,最终值由服务端 facts 重建。旧预览保持 `client_observed`;服务端签发预览由版本化 HMAC 快照与最终 facts 逐字段比对,字段新增、删除或改值都标记为 `server_verified` 编辑。两者均保持 `training_eligible=false`,尚不直接训练模型或激活记忆。
- [x] [CONCEPT: 记忆与学习] 将小财管家、Steward 与通用 Orchestrator 的申请预览切换到认证签发与消费链路,并把结构化预览失败策略收口为 fail-closed。
@@ -134,6 +145,8 @@
- [ ] [CONCEPT: 审批例外工作台] 补齐批量审批、委托、转交、加签、会签和超时升级交互。
- [ ] [CONCEPT: 审批例外工作台] 接入真实企微/钉钉/邮件触达和处理结果回写。
- [ ] [CONCEPT: AI 记忆与自动化设置] 新增“我的 AI 记忆”,支持来源解释、修改、忘记和关闭个性化。
- [x] [CONCEPT: AI 记忆与自动化设置] 在申请核对表展示常用出行方式的记忆来源、证据数量和“忘记此偏好”,并在保存/提交后区分候选记录与已应用回执。
证据:`TravelReimbursementMemoryPanel.vue` 与独立样式分片承载记忆解释、学习回执和可访问的忘记入口;会话快照可跨刷新恢复已应用记忆。
- [ ] [CONCEPT: AI 记忆与自动化设置] 新增企业记忆、保留策略、敏感等级和自动化上限管理。
- [ ] [CONCEPT: 前端] 展示自动化动作、执行依据、撤销入口、抽检状态和版本信息。
@@ -176,7 +189,8 @@
证据:`test_alembic_migrations.py` 默认无显式 URL 时跳过,主机和库名必须带 disposable 标记tmpfs PostgreSQL 17 中 4 项通过,覆盖空库升级、重复升级、关键约束/索引、外键级联、base 降级、legacy 哨兵保留、漂移拒绝和再次升级;持久化开发库未被修改。完整 legacy baseline 仍保留在上一条未完成项中。
- [ ] [CONCEPT: 测试方案] 为连接器幂等、重试、回执、失败恢复、重复付款和对账补充测试。
- [ ] [CONCEPT: 测试方案] 跑通申请 → 票据 → 报销 → 预审 → 审批 → 付款 → 入账 → 归档端到端。
- [ ] [CONCEPT: 测试方案] 跑通 AI 建议 → 用户修改 → 工作流结果 → 记忆激活 → 下次建议变化闭环。
- [x] [CONCEPT: 测试方案] 跑通首个个人出行方式切片的 AI 建议 → 用户修改 → 工作流结果 → 记忆激活 → 下次建议变化闭环。
证据:容器内记忆、预览决策、迁移与所有权组合回归 56 项通过、1 项条件跳过;一次性 PostgreSQL 迁移循环 1 项通过前端申请快速预览、个人记忆、Steward 与会话恢复组合 83 项通过Vite 生产构建通过Python Ruff F/I 与 `git diff --check` 通过。
- [x] [CONCEPT: 测试方案] 跑通首个行为采集切片AI 申请预填 → 用户接受/显式修改 → 草稿或提交结果同事务落账。
证据:`test_user_agent_application_draft_events.py``test_reimbursement_endpoints.py``expense-application-decision-feedback.test.mjs``expense-application-fast-preview.test.mjs`;覆盖可信入口、模板/详情排除、隐私指纹、同事务事件关联、日期联动及异步乱序响应。容器内学习账本与迁移所有权定向 29 项、一次性 PostgreSQL 迁移 4 项和前端关键场景 5 项通过。
- [ ] [CONCEPT: 测试方案] 跑通风险反馈 → few-shot → golden case → Canary → 回滚闭环。

View File

@@ -0,0 +1,298 @@
"""add tenant-scoped expense application memory
Revision ID: 20260714_0005
Revises: 20260714_0004
Create Date: 2026-07-14 17:10:00
"""
from collections.abc import Sequence
import sqlalchemy as sa
from alembic import op
revision: str = "20260714_0005"
down_revision: str | None = "20260714_0004"
branch_labels: str | Sequence[str] | None = None
depends_on: str | Sequence[str] | None = None
def upgrade() -> None:
op.create_unique_constraint(
"uq_ai_decision_feedback_tenant_id",
"ai_decision_feedback",
["tenant_id", "id"],
)
op.create_unique_constraint(
"uq_workflow_outcomes_tenant_id",
"workflow_outcomes",
["tenant_id", "id"],
)
op.create_table(
"memory_entries",
sa.Column("id", sa.String(length=36), nullable=False),
sa.Column("tenant_id", sa.String(length=64), nullable=False),
sa.Column(
"scope_type",
sa.String(length=20),
server_default="user",
nullable=False,
),
sa.Column("scope_id", sa.String(length=120), nullable=False),
sa.Column(
"scene",
sa.String(length=50),
server_default="travel_application",
nullable=False,
),
sa.Column(
"field_key",
sa.String(length=60),
server_default="transport_mode",
nullable=False,
),
sa.Column("generation", sa.Integer(), server_default="1", nullable=False),
sa.Column("value_json", sa.JSON(), nullable=False),
sa.Column("value_fingerprint", sa.String(length=80), nullable=False),
sa.Column(
"status",
sa.String(length=20),
server_default="candidate",
nullable=False,
),
sa.Column("evidence_count", sa.Integer(), server_default="0", nullable=False),
sa.Column(
"approved_evidence_count",
sa.Integer(),
server_default="0",
nullable=False,
),
sa.Column(
"confidence",
sa.Numeric(precision=5, scale=4),
server_default="0",
nullable=False,
),
sa.Column(
"last_evidence_at",
sa.DateTime(timezone=True),
server_default=sa.func.now(),
nullable=False,
),
sa.Column("candidate_expires_at", sa.DateTime(timezone=True), nullable=False),
sa.Column("activated_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("active_expires_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("suppressed_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("expired_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("revoked_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("revoked_reason", sa.String(length=255), nullable=True),
sa.Column("superseded_by_id", sa.String(length=36), nullable=True),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.func.now(),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.func.now(),
nullable=False,
),
sa.CheckConstraint(
"scope_type = 'user'",
name="ck_memory_entries_scope_type",
),
sa.CheckConstraint(
"scene = 'travel_application'",
name="ck_memory_entries_scene",
),
sa.CheckConstraint(
"field_key = 'transport_mode'",
name="ck_memory_entries_field_key",
),
sa.CheckConstraint(
"status IN ('candidate', 'active', 'suppressed', 'expired', 'revoked')",
name="ck_memory_entries_status",
),
sa.CheckConstraint(
"generation >= 1",
name="ck_memory_entries_generation",
),
sa.CheckConstraint(
"evidence_count >= 0 AND approved_evidence_count >= 0 "
"AND approved_evidence_count <= evidence_count",
name="ck_memory_entries_evidence_counts",
),
sa.CheckConstraint(
"confidence >= 0 AND confidence <= 1",
name="ck_memory_entries_confidence",
),
sa.CheckConstraint(
"candidate_expires_at > created_at",
name="ck_memory_entries_candidate_expiry",
),
sa.CheckConstraint(
"active_expires_at IS NULL OR ("
"activated_at IS NOT NULL AND active_expires_at > activated_at)",
name="ck_memory_entries_active_expiry",
),
sa.CheckConstraint(
"status != 'active' OR (activated_at IS NOT NULL AND active_expires_at IS NOT NULL)",
name="ck_memory_entries_active_fields",
),
sa.CheckConstraint(
"status != 'suppressed' OR suppressed_at IS NOT NULL",
name="ck_memory_entries_suppressed_fields",
),
sa.CheckConstraint(
"status != 'expired' OR expired_at IS NOT NULL",
name="ck_memory_entries_expired_fields",
),
sa.CheckConstraint(
"status != 'revoked' OR (revoked_at IS NOT NULL AND length(revoked_reason) > 0)",
name="ck_memory_entries_revoked_fields",
),
sa.CheckConstraint(
"superseded_by_id IS NULL OR status IN ('suppressed', 'revoked')",
name="ck_memory_entries_superseded_status",
),
sa.CheckConstraint(
"superseded_by_id IS NULL OR superseded_by_id != id",
name="ck_memory_entries_not_self_superseded",
),
sa.ForeignKeyConstraint(
["tenant_id", "superseded_by_id"],
["memory_entries.tenant_id", "memory_entries.id"],
name="fk_memory_entries_tenant_superseded_by",
ondelete="RESTRICT",
),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint(
"tenant_id",
"id",
name="uq_memory_entries_tenant_id",
),
sa.UniqueConstraint(
"tenant_id",
"scope_type",
"scope_id",
"scene",
"field_key",
"generation",
name="uq_memory_entries_generation",
),
)
op.create_index(
"ix_memory_entries_scope_lookup",
"memory_entries",
["tenant_id", "scope_type", "scope_id", "scene", "field_key", "status"],
)
op.create_index(
"ix_memory_entries_status_expiry",
"memory_entries",
["tenant_id", "status", "candidate_expires_at", "active_expires_at"],
)
op.create_table(
"memory_evidence_links",
sa.Column("id", sa.String(length=36), nullable=False),
sa.Column("tenant_id", sa.String(length=64), nullable=False),
sa.Column("memory_entry_id", sa.String(length=36), nullable=False),
sa.Column("expense_case_id", sa.String(length=36), nullable=False),
sa.Column("decision_id", sa.String(length=36), nullable=False),
sa.Column("feedback_id", sa.String(length=36), nullable=False),
sa.Column("outcome_id", sa.String(length=36), nullable=False),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.func.now(),
nullable=False,
),
sa.ForeignKeyConstraint(
["tenant_id", "memory_entry_id"],
["memory_entries.tenant_id", "memory_entries.id"],
name="fk_memory_evidence_links_tenant_entry",
ondelete="RESTRICT",
),
sa.ForeignKeyConstraint(
["tenant_id", "expense_case_id"],
["expense_cases.tenant_id", "expense_cases.id"],
name="fk_memory_evidence_links_tenant_case",
ondelete="RESTRICT",
),
sa.ForeignKeyConstraint(
["tenant_id", "decision_id"],
["ai_decisions.tenant_id", "ai_decisions.id"],
name="fk_memory_evidence_links_tenant_decision",
ondelete="RESTRICT",
),
sa.ForeignKeyConstraint(
["tenant_id", "feedback_id"],
["ai_decision_feedback.tenant_id", "ai_decision_feedback.id"],
name="fk_memory_evidence_links_tenant_feedback",
ondelete="RESTRICT",
),
sa.ForeignKeyConstraint(
["tenant_id", "outcome_id"],
["workflow_outcomes.tenant_id", "workflow_outcomes.id"],
name="fk_memory_evidence_links_tenant_outcome",
ondelete="RESTRICT",
),
sa.PrimaryKeyConstraint("id"),
sa.UniqueConstraint(
"tenant_id",
"id",
name="uq_memory_evidence_links_tenant_id",
),
sa.UniqueConstraint(
"tenant_id",
"memory_entry_id",
"expense_case_id",
name="uq_memory_evidence_links_entry_case",
),
)
op.create_index(
"ix_memory_evidence_links_entry_time",
"memory_evidence_links",
["tenant_id", "memory_entry_id", "created_at"],
)
op.create_index(
"ix_memory_evidence_links_sources",
"memory_evidence_links",
["tenant_id", "decision_id", "feedback_id", "outcome_id"],
)
def downgrade() -> None:
op.drop_index(
"ix_memory_evidence_links_sources",
table_name="memory_evidence_links",
)
op.drop_index(
"ix_memory_evidence_links_entry_time",
table_name="memory_evidence_links",
)
op.drop_table("memory_evidence_links")
op.drop_index(
"ix_memory_entries_status_expiry",
table_name="memory_entries",
)
op.drop_index(
"ix_memory_entries_scope_lookup",
table_name="memory_entries",
)
op.drop_table("memory_entries")
op.drop_constraint(
"uq_workflow_outcomes_tenant_id",
"workflow_outcomes",
type_="unique",
)
op.drop_constraint(
"uq_ai_decision_feedback_tenant_id",
"ai_decision_feedback",
type_="unique",
)

View File

@@ -0,0 +1,51 @@
from __future__ import annotations
from typing import Annotated
from fastapi import APIRouter, Depends, HTTPException, status
from sqlalchemy.orm import Session
from app.api.deps import CurrentUserContext, get_current_user, get_db
from app.schemas.expense_application_memory import (
ExpenseApplicationMemoryListRead,
ExpenseApplicationMemoryRevokedRead,
)
from app.services.expense_application_memory import ExpenseApplicationMemoryService
router = APIRouter(prefix="/expense-application-memories")
DbSession = Annotated[Session, Depends(get_db)]
CurrentUser = Annotated[CurrentUserContext, Depends(get_current_user)]
@router.get(
"/me",
response_model=ExpenseApplicationMemoryListRead,
summary="读取当前登录人的费用申请记忆",
)
def list_my_expense_application_memories(
db: DbSession,
current_user: CurrentUser,
) -> ExpenseApplicationMemoryListRead:
return ExpenseApplicationMemoryService(db).list_current_user_memories(current_user)
@router.delete(
"/{memory_id}",
response_model=ExpenseApplicationMemoryRevokedRead,
summary="撤销当前登录人的费用申请记忆",
)
def revoke_my_expense_application_memory(
memory_id: str,
db: DbSession,
current_user: CurrentUser,
) -> ExpenseApplicationMemoryRevokedRead:
result = ExpenseApplicationMemoryService(db).revoke_current_user_memory(
memory_id,
current_user,
)
if result is None:
raise HTTPException(
status_code=status.HTTP_404_NOT_FOUND,
detail="未找到可撤销的个人费用申请记忆。",
)
return result

View File

@@ -15,6 +15,9 @@ from app.api.v1.endpoints.bootstrap import router as bootstrap_router
from app.api.v1.endpoints.budgets import router as budgets_router
from app.api.v1.endpoints.employee_profiles import router as employee_profiles_router
from app.api.v1.endpoints.employees import router as employees_router
from app.api.v1.endpoints.expense_application_memories import (
router as expense_application_memories_router,
)
from app.api.v1.endpoints.expense_application_previews import (
router as expense_application_previews_router,
)
@@ -57,6 +60,7 @@ router.include_router(orchestrator_router, tags=["orchestrator"])
router.include_router(receipt_folder_router, tags=["receipt-folder"])
router.include_router(employees_router, prefix="/employees", tags=["employees"])
router.include_router(expense_cases_router, tags=["expense-cases"])
router.include_router(expense_application_memories_router, tags=["expense-application-memories"])
router.include_router(expense_application_previews_router, tags=["reimbursements"])
router.include_router(employee_profiles_router, tags=["employee-profiles"])
router.include_router(reimbursements_router, prefix="/reimbursements", tags=["reimbursements"])

View File

@@ -11,6 +11,7 @@ from app.models.agent_feedback import AgentOperationFeedback
from app.models.agent_run import AgentRun, AgentToolCall, AgentTraceEvent, SemanticParseLog
from app.models.ai_application_preview import AIApplicationPreviewDecision
from app.models.ai_learning import AIDecision, AIDecisionFeedback, WorkflowOutcome
from app.models.ai_memory import MemoryEntry, MemoryEvidenceLink
from app.models.approval import ApprovalRecord
from app.models.audit_log import AuditLog
from app.models.auth_session import AuthSession
@@ -76,6 +77,8 @@ __all__ = [
"HermesTaskConfig",
"HermesTaskExecutionLog",
"HermesRiskReport",
"MemoryEntry",
"MemoryEvidenceLink",
"NotificationState",
"OrganizationUnit",
"ReimbursementRequest",

View File

@@ -50,8 +50,22 @@ MIGRATION_OWNED_TABLES_BY_REVISION: dict[str, frozenset[str]] = {
"workflow_outcomes",
}
),
"20260714_0005": frozenset(
{
"expense_cases",
"expense_case_links",
"business_events",
"auth_sessions",
"ai_application_preview_decisions",
"ai_decisions",
"ai_decision_feedback",
"memory_entries",
"memory_evidence_links",
"workflow_outcomes",
}
if MIGRATION_OWNED_TABLES_BY_REVISION["20260714_0004"] != MIGRATION_OWNED_TABLES:
),
}
if MIGRATION_OWNED_TABLES_BY_REVISION["20260714_0005"] != MIGRATION_OWNED_TABLES:
raise RuntimeError("latest Alembic revision must own the centralized migration table set")

View File

@@ -13,6 +13,8 @@ MIGRATION_OWNED_TABLES: frozenset[str] = frozenset(
"expense_cases",
"expense_case_links",
"business_events",
"memory_entries",
"memory_evidence_links",
"workflow_outcomes",
}
)

View File

@@ -9,6 +9,7 @@ from app.models.agent_feedback import AgentOperationFeedback
from app.models.agent_run import AgentRun, AgentToolCall, AgentTraceEvent, SemanticParseLog
from app.models.ai_application_preview import AIApplicationPreviewDecision
from app.models.ai_learning import AIDecision, AIDecisionFeedback, WorkflowOutcome
from app.models.ai_memory import MemoryEntry, MemoryEvidenceLink
from app.models.approval import ApprovalRecord
from app.models.audit_log import AuditLog
from app.models.auth_session import AuthSession
@@ -72,6 +73,8 @@ __all__ = [
"HermesTaskConfig",
"HermesTaskExecutionLog",
"HermesRiskReport",
"MemoryEntry",
"MemoryEvidenceLink",
"NotificationState",
"OrganizationUnit",
"ReimbursementRequest",

View File

@@ -133,6 +133,11 @@ class AIDecisionFeedback(Base):
__tablename__ = "ai_decision_feedback"
__table_args__ = (
UniqueConstraint(
"tenant_id",
"id",
name="uq_ai_decision_feedback_tenant_id",
),
UniqueConstraint(
"tenant_id",
"idempotency_key",
@@ -203,6 +208,11 @@ class WorkflowOutcome(Base):
__tablename__ = "workflow_outcomes"
__table_args__ = (
UniqueConstraint(
"tenant_id",
"id",
name="uq_workflow_outcomes_tenant_id",
),
UniqueConstraint(
"tenant_id",
"idempotency_key",

View File

@@ -0,0 +1,300 @@
from __future__ import annotations
import uuid
from datetime import UTC, datetime, timedelta
from decimal import Decimal
from typing import Any
from sqlalchemy import (
CheckConstraint,
DateTime,
ForeignKeyConstraint,
Index,
Integer,
Numeric,
String,
UniqueConstraint,
func,
)
from sqlalchemy.orm import Mapped, mapped_column
from sqlalchemy.types import JSON
from app.db.base_class import Base
MEMORY_CANDIDATE_TTL_DAYS = 90
MEMORY_ACTIVE_TTL_DAYS = 180
def _new_id() -> str:
return str(uuid.uuid4())
def _candidate_expires_at() -> datetime:
return datetime.now(UTC) + timedelta(days=MEMORY_CANDIDATE_TTL_DAYS)
class MemoryEntry(Base):
"""受证据约束、可撤销的个人费用申请记忆。"""
__tablename__ = "memory_entries"
__table_args__ = (
UniqueConstraint(
"tenant_id",
"id",
name="uq_memory_entries_tenant_id",
),
UniqueConstraint(
"tenant_id",
"scope_type",
"scope_id",
"scene",
"field_key",
"generation",
name="uq_memory_entries_generation",
),
ForeignKeyConstraint(
["tenant_id", "superseded_by_id"],
["memory_entries.tenant_id", "memory_entries.id"],
ondelete="RESTRICT",
name="fk_memory_entries_tenant_superseded_by",
),
CheckConstraint(
"scope_type = 'user'",
name="ck_memory_entries_scope_type",
),
CheckConstraint(
"scene = 'travel_application'",
name="ck_memory_entries_scene",
),
CheckConstraint(
"field_key = 'transport_mode'",
name="ck_memory_entries_field_key",
),
CheckConstraint(
"status IN ('candidate', 'active', 'suppressed', 'expired', 'revoked')",
name="ck_memory_entries_status",
),
CheckConstraint(
"generation >= 1",
name="ck_memory_entries_generation",
),
CheckConstraint(
"evidence_count >= 0 AND approved_evidence_count >= 0 "
"AND approved_evidence_count <= evidence_count",
name="ck_memory_entries_evidence_counts",
),
CheckConstraint(
"confidence >= 0 AND confidence <= 1",
name="ck_memory_entries_confidence",
),
CheckConstraint(
"candidate_expires_at > created_at",
name="ck_memory_entries_candidate_expiry",
),
CheckConstraint(
"active_expires_at IS NULL OR ("
"activated_at IS NOT NULL AND active_expires_at > activated_at)",
name="ck_memory_entries_active_expiry",
),
CheckConstraint(
"status != 'active' OR (activated_at IS NOT NULL AND active_expires_at IS NOT NULL)",
name="ck_memory_entries_active_fields",
),
CheckConstraint(
"status != 'suppressed' OR suppressed_at IS NOT NULL",
name="ck_memory_entries_suppressed_fields",
),
CheckConstraint(
"status != 'expired' OR expired_at IS NOT NULL",
name="ck_memory_entries_expired_fields",
),
CheckConstraint(
"status != 'revoked' OR (revoked_at IS NOT NULL AND length(revoked_reason) > 0)",
name="ck_memory_entries_revoked_fields",
),
CheckConstraint(
"superseded_by_id IS NULL OR status IN ('suppressed', 'revoked')",
name="ck_memory_entries_superseded_status",
),
CheckConstraint(
"superseded_by_id IS NULL OR superseded_by_id != id",
name="ck_memory_entries_not_self_superseded",
),
Index(
"ix_memory_entries_scope_lookup",
"tenant_id",
"scope_type",
"scope_id",
"scene",
"field_key",
"status",
),
Index(
"ix_memory_entries_status_expiry",
"tenant_id",
"status",
"candidate_expires_at",
"active_expires_at",
),
)
id: Mapped[str] = mapped_column(String(36), primary_key=True, default=_new_id)
tenant_id: Mapped[str] = mapped_column(String(64), nullable=False)
scope_type: Mapped[str] = mapped_column(
String(20),
nullable=False,
default="user",
server_default="user",
)
scope_id: Mapped[str] = mapped_column(String(120), nullable=False)
scene: Mapped[str] = mapped_column(
String(50),
nullable=False,
default="travel_application",
server_default="travel_application",
)
field_key: Mapped[str] = mapped_column(
String(60),
nullable=False,
default="transport_mode",
server_default="transport_mode",
)
generation: Mapped[int] = mapped_column(
Integer,
nullable=False,
default=1,
server_default="1",
)
value_json: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False, default=dict)
value_fingerprint: Mapped[str] = mapped_column(String(80), nullable=False)
status: Mapped[str] = mapped_column(
String(20),
nullable=False,
default="candidate",
server_default="candidate",
)
evidence_count: Mapped[int] = mapped_column(
Integer,
nullable=False,
default=0,
server_default="0",
)
approved_evidence_count: Mapped[int] = mapped_column(
Integer,
nullable=False,
default=0,
server_default="0",
)
confidence: Mapped[Decimal] = mapped_column(
Numeric(5, 4),
nullable=False,
default=Decimal("0.0000"),
server_default="0",
)
last_evidence_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
nullable=False,
default=lambda: datetime.now(UTC),
server_default=func.now(),
)
candidate_expires_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
nullable=False,
default=_candidate_expires_at,
)
activated_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
active_expires_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True),
nullable=True,
)
suppressed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
expired_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
revoked_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
revoked_reason: Mapped[str | None] = mapped_column(String(255), nullable=True)
superseded_by_id: Mapped[str | None] = mapped_column(String(36), nullable=True)
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
nullable=False,
server_default=func.now(),
)
updated_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
nullable=False,
server_default=func.now(),
onupdate=func.now(),
)
class MemoryEvidenceLink(Base):
"""一条记忆在一个费用 Case 中的去重证据包。"""
__tablename__ = "memory_evidence_links"
__table_args__ = (
UniqueConstraint(
"tenant_id",
"id",
name="uq_memory_evidence_links_tenant_id",
),
UniqueConstraint(
"tenant_id",
"memory_entry_id",
"expense_case_id",
name="uq_memory_evidence_links_entry_case",
),
ForeignKeyConstraint(
["tenant_id", "memory_entry_id"],
["memory_entries.tenant_id", "memory_entries.id"],
ondelete="RESTRICT",
name="fk_memory_evidence_links_tenant_entry",
),
ForeignKeyConstraint(
["tenant_id", "expense_case_id"],
["expense_cases.tenant_id", "expense_cases.id"],
ondelete="RESTRICT",
name="fk_memory_evidence_links_tenant_case",
),
ForeignKeyConstraint(
["tenant_id", "decision_id"],
["ai_decisions.tenant_id", "ai_decisions.id"],
ondelete="RESTRICT",
name="fk_memory_evidence_links_tenant_decision",
),
ForeignKeyConstraint(
["tenant_id", "feedback_id"],
["ai_decision_feedback.tenant_id", "ai_decision_feedback.id"],
ondelete="RESTRICT",
name="fk_memory_evidence_links_tenant_feedback",
),
ForeignKeyConstraint(
["tenant_id", "outcome_id"],
["workflow_outcomes.tenant_id", "workflow_outcomes.id"],
ondelete="RESTRICT",
name="fk_memory_evidence_links_tenant_outcome",
),
Index(
"ix_memory_evidence_links_entry_time",
"tenant_id",
"memory_entry_id",
"created_at",
),
Index(
"ix_memory_evidence_links_sources",
"tenant_id",
"decision_id",
"feedback_id",
"outcome_id",
),
)
id: Mapped[str] = mapped_column(String(36), primary_key=True, default=_new_id)
tenant_id: Mapped[str] = mapped_column(String(64), nullable=False)
memory_entry_id: Mapped[str] = mapped_column(String(36), nullable=False)
expense_case_id: Mapped[str] = mapped_column(String(36), nullable=False)
decision_id: Mapped[str] = mapped_column(String(36), nullable=False)
feedback_id: Mapped[str] = mapped_column(String(36), nullable=False)
outcome_id: Mapped[str] = mapped_column(String(36), nullable=False)
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True),
nullable=False,
server_default=func.now(),
)

View File

@@ -0,0 +1,64 @@
from __future__ import annotations
from datetime import datetime
from pydantic import BaseModel, Field
class ExpenseApplicationMemoryApplication(BaseModel):
memory_id: str
field_key: str = "transport_mode"
field_label: str = "出行方式"
value: str
source: str = "verified_user_history"
status: str = "applied"
evidence_count: int = 0
approved_evidence_count: int = 0
confidence: float = 0.0
expires_at: datetime | None = None
message: str = "已按可信历史记忆预填常用出行方式,可继续修改。"
class ExpenseApplicationLearningReceipt(BaseModel):
memory_id: str
evidence_id: str
field_key: str = "transport_mode"
field_label: str = "出行方式"
value: str
status: str
evidence_count: int = 0
approved_evidence_count: int = 0
activated: bool = False
message: str
class ExpenseApplicationMemoryRead(BaseModel):
id: str
scene: str
field_key: str
value: str = ""
status: str
evidence_count: int = 0
approved_evidence_count: int = 0
confidence: float = 0.0
activation_threshold: int = 3
policy_version: str
valid_from: datetime | None = None
expires_at: datetime | None = None
last_evidence_at: datetime | None = None
activated_at: datetime | None = None
suppressed_at: datetime | None = None
revoked_at: datetime | None = None
revoked_reason: str = ""
created_at: datetime | None = None
updated_at: datetime | None = None
class ExpenseApplicationMemoryListRead(BaseModel):
items: list[ExpenseApplicationMemoryRead] = Field(default_factory=list)
class ExpenseApplicationMemoryRevokedRead(BaseModel):
memory_id: str
status: str = "revoked"
revoked_at: datetime

View File

@@ -207,6 +207,7 @@ class ExpenseApplicationPreviewActionResult(BaseModel):
draft_payload: dict[str, Any] | None = None
decision_id: str | None = None
decision_expires_at: datetime | None = None
learning_receipts: list[dict[str, Any]] = Field(default_factory=list)
class ExpenseApplicationPreviewActionResponse(BaseModel):

View File

@@ -1,5 +1,6 @@
from __future__ import annotations
import logging
import uuid
from dataclasses import dataclass
from decimal import Decimal
@@ -14,6 +15,7 @@ from app.models.ai_learning import AIDecision, AIDecisionFeedback, WorkflowOutco
from app.models.expense_case import BusinessEvent
from app.models.financial_record import ExpenseClaim
from app.schemas.user_agent import UserAgentRequest
from app.services.expense_application_memory import ExpenseApplicationMemoryService
from app.services.expense_application_preview_decisions import (
ExpenseApplicationPreviewDecisionService,
)
@@ -27,6 +29,8 @@ from app.services.expense_application_snapshot import (
)
from app.services.expense_cases import ExpenseCaseService
logger = logging.getLogger(__name__)
@dataclass(frozen=True)
class ExpenseApplicationLearningRecords:
@@ -122,6 +126,12 @@ class ExpenseApplicationLearningService:
)
existing = self._find_existing(tenant_id, idempotency_key)
if existing is not None:
self._record_transport_memory_evidence(
current_user=current_user,
records=existing,
claim=claim,
facts=final_values,
)
return existing
decision_id = self._stable_id("decision", tenant_id, idempotency_key)
@@ -226,6 +236,13 @@ class ExpenseApplicationLearningService:
)
self.db.add_all([decision, feedback, outcome])
self.db.flush()
records = ExpenseApplicationLearningRecords(decision, feedback, outcome)
self._record_transport_memory_evidence(
current_user=current_user,
records=records,
claim=claim,
facts=final_values,
)
if preview_decision is not None:
ExpenseApplicationPreviewDecisionService(self.db).consume(
preview_decision,
@@ -235,7 +252,30 @@ class ExpenseApplicationLearningService:
claim=claim,
business_event=business_event,
)
return ExpenseApplicationLearningRecords(decision, feedback, outcome)
return records
def _record_transport_memory_evidence(
self,
*,
current_user: CurrentUserContext,
records: ExpenseApplicationLearningRecords,
claim: ExpenseClaim,
facts: dict[str, str],
) -> None:
"""记忆属于可降级派生能力,失败不能回滚申请和学习账本。"""
try:
with self.db.begin_nested():
ExpenseApplicationMemoryService(self.db).record_transport_edit_evidence(
current_user=current_user,
decision=records.decision,
feedback=records.feedback,
outcome=records.outcome,
claim=claim,
transport_mode=str(facts.get("transport_mode") or ""),
)
except Exception:
logger.warning("个人出行方式记忆证据写入失败,本次申请继续提交。", exc_info=True)
def _find_existing(
self,

View File

@@ -0,0 +1,699 @@
from __future__ import annotations
import logging
import uuid
from datetime import UTC, datetime, timedelta
from decimal import Decimal
from typing import Any
from sqlalchemy import case, func, or_, select
from sqlalchemy.orm import Session
from app.api.deps import CurrentUserContext
from app.models.ai_learning import AIDecision, AIDecisionFeedback, WorkflowOutcome
from app.models.ai_memory import MemoryEntry, MemoryEvidenceLink
from app.models.expense_case import BusinessEvent
from app.models.financial_record import ExpenseClaim
from app.schemas.expense_application_memory import (
ExpenseApplicationLearningReceipt,
ExpenseApplicationMemoryApplication,
ExpenseApplicationMemoryListRead,
ExpenseApplicationMemoryRead,
ExpenseApplicationMemoryRevokedRead,
)
from app.services.expense_application_memory_evidence import (
ExpenseApplicationMemoryEvidenceValidator,
)
from app.services.expense_application_snapshot import hmac_fingerprint
from app.services.expense_cases import ExpenseCaseService
logger = logging.getLogger(__name__)
MEMORY_SCOPE_TYPE = "user"
MEMORY_SCENE = "travel_application"
MEMORY_FIELD_KEY = "transport_mode"
MEMORY_POLICY_VERSION = "expense_application_transport_memory.v1"
MEMORY_ACTIVATION_THRESHOLD = 3
MEMORY_APPROVED_THRESHOLD = 2
MEMORY_EVIDENCE_SPAN = timedelta(days=7)
MEMORY_CANDIDATE_TTL = timedelta(days=90)
MEMORY_ACTIVE_TTL = timedelta(days=180)
MEMORY_OUTCOME_EVENT_TYPES = {"application_approved", "application_returned"}
SUPPORTED_TRANSPORT_VALUES = {"飞机", "火车", "轮船"}
class ExpenseApplicationMemoryService:
"""从可信字段纠正证据生成、激活并应用个人费用申请记忆。"""
def __init__(self, db: Session) -> None:
self.db = db
def record_transport_edit_evidence(
self,
*,
current_user: CurrentUserContext,
decision: AIDecision,
feedback: AIDecisionFeedback,
outcome: WorkflowOutcome,
claim: ExpenseClaim,
transport_mode: str,
) -> ExpenseApplicationLearningReceipt | None:
if not self._is_eligible_feedback(feedback, outcome):
return None
if not self._changed_transport_mode(feedback):
return None
tenant_id = ExpenseCaseService.normalize_tenant_id(current_user.tenant_id)
if any(
item != tenant_id
for item in (decision.tenant_id, feedback.tenant_id, outcome.tenant_id)
):
raise PermissionError("个人记忆证据不能关联其他租户的学习记录。")
ExpenseApplicationMemoryEvidenceValidator(self.db).validate(
current_user=current_user,
decision=decision,
feedback=feedback,
outcome=outcome,
claim=claim,
)
scope_id = self._scope_id(current_user)
now = datetime.now(UTC)
replay = self.db.execute(
select(MemoryEvidenceLink, MemoryEntry)
.join(MemoryEntry, MemoryEntry.id == MemoryEvidenceLink.memory_entry_id)
.where(
MemoryEvidenceLink.tenant_id == tenant_id,
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
or_(
MemoryEvidenceLink.decision_id == decision.id,
MemoryEvidenceLink.feedback_id == feedback.id,
MemoryEvidenceLink.outcome_id == outcome.id,
),
)
).first()
if replay is not None:
evidence, replay_entry = replay
return self._build_receipt(
replay_entry,
evidence,
activated=False,
)
normalized_value = self._normalize_transport_value(transport_mode)
if not normalized_value:
# 未知方式只作为旧偏好失效的负向信号,绝不保存新值。
self._suppress_active_entries(
tenant_id=tenant_id,
scope_id=scope_id,
now=now,
)
self.db.flush()
return None
value_fingerprint = self._value_fingerprint(normalized_value)
entry = self._find_open_entry(
tenant_id=tenant_id,
scope_id=scope_id,
value_fingerprint=value_fingerprint,
)
while entry is not None and self._is_expired(entry, now):
entry.status = "expired"
entry.expired_at = now
self.db.flush()
entry = self._find_open_entry(
tenant_id=tenant_id,
scope_id=scope_id,
value_fingerprint=value_fingerprint,
)
if entry is None:
entry = self._create_candidate_entry(
tenant_id=tenant_id,
scope_id=scope_id,
value=normalized_value,
value_fingerprint=value_fingerprint,
now=now,
)
self.db.add(entry)
self.db.flush()
existing_link = self.db.scalar(
select(MemoryEvidenceLink).where(
MemoryEvidenceLink.tenant_id == tenant_id,
MemoryEvidenceLink.memory_entry_id == entry.id,
MemoryEvidenceLink.expense_case_id == decision.expense_case_id,
)
)
if existing_link is not None:
return self._build_receipt(
entry,
existing_link,
activated=False,
)
existing_link = MemoryEvidenceLink(
id=str(uuid.uuid4()),
tenant_id=tenant_id,
memory_entry_id=entry.id,
decision_id=decision.id,
feedback_id=feedback.id,
expense_case_id=decision.expense_case_id,
outcome_id=outcome.id,
)
self.db.add(existing_link)
self.db.flush()
self._suppress_opposite_active_entries(
tenant_id=tenant_id,
scope_id=scope_id,
value_fingerprint=value_fingerprint,
now=now,
)
previous_status = str(entry.status or "")
self._refresh_entry_metrics(entry, now=now, refresh_expiry=True)
self.db.flush()
return self._build_receipt(
entry,
existing_link,
activated=previous_status != "active" and entry.status == "active",
)
def apply_active_transport_memory(
self,
facts: dict[str, Any],
current_user: CurrentUserContext,
) -> list[ExpenseApplicationMemoryApplication]:
# 当前输入只要显式给出了出行方式就必须优先,即使值暂不在可学习白名单内。
if str(facts.get(MEMORY_FIELD_KEY) or "").strip():
return []
try:
with self.db.begin_nested():
entry = self._resolve_active_entry(current_user)
if entry is None:
return []
value = self._entry_value(entry)
if not value:
return []
facts[MEMORY_FIELD_KEY] = value
return [self._build_application(entry, value)]
except Exception:
logger.warning("个人出行方式记忆读取失败,本轮预览不应用记忆。", exc_info=True)
return []
def learning_receipts_for_preview_decision(
self,
preview_decision_id: str,
current_user: CurrentUserContext,
) -> list[ExpenseApplicationLearningReceipt]:
normalized_id = str(preview_decision_id or "").strip()
if not normalized_id:
return []
tenant_id = ExpenseCaseService.normalize_tenant_id(current_user.tenant_id)
scope_id = self._scope_id(current_user)
stmt = (
select(MemoryEvidenceLink, MemoryEntry)
.join(AIDecision, AIDecision.id == MemoryEvidenceLink.decision_id)
.join(MemoryEntry, MemoryEntry.id == MemoryEvidenceLink.memory_entry_id)
.where(
MemoryEvidenceLink.tenant_id == tenant_id,
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
AIDecision.preview_decision_id == normalized_id,
)
.order_by(MemoryEvidenceLink.created_at.asc())
)
return [
self._build_receipt(entry, evidence, activated=entry.status == "active")
for evidence, entry in self.db.execute(stmt).all()
]
def list_current_user_memories(
self,
current_user: CurrentUserContext,
) -> ExpenseApplicationMemoryListRead:
tenant_id = ExpenseCaseService.normalize_tenant_id(current_user.tenant_id)
scope_id = self._scope_id(current_user)
now = datetime.now(UTC)
entries = list(
self.db.scalars(
select(MemoryEntry)
.where(
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
MemoryEntry.scene == MEMORY_SCENE,
)
.order_by(MemoryEntry.generation.desc(), MemoryEntry.created_at.desc())
).all()
)
for entry in entries:
if entry.status in {"candidate", "active"}:
self._refresh_entry_metrics(entry, now=now, allow_activation=False)
self.db.commit()
return ExpenseApplicationMemoryListRead(
items=[self._serialize_entry(entry) for entry in entries]
)
def revoke_current_user_memory(
self,
memory_id: str,
current_user: CurrentUserContext,
) -> ExpenseApplicationMemoryRevokedRead | None:
tenant_id = ExpenseCaseService.normalize_tenant_id(current_user.tenant_id)
scope_id = self._scope_id(current_user)
entry = self.db.scalar(
select(MemoryEntry)
.where(
MemoryEntry.id == str(memory_id or "").strip(),
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
MemoryEntry.scene == MEMORY_SCENE,
)
.with_for_update()
)
if entry is None:
return None
now = datetime.now(UTC)
entry.status = "revoked"
entry.value_json = {}
entry.value_fingerprint = ""
entry.revoked_at = now
entry.revoked_reason = "user_requested"
self.db.commit()
return ExpenseApplicationMemoryRevokedRead(
memory_id=entry.id,
revoked_at=now,
)
def _resolve_active_entry(
self,
current_user: CurrentUserContext,
) -> MemoryEntry | None:
tenant_id = ExpenseCaseService.normalize_tenant_id(current_user.tenant_id)
scope_id = self._scope_id(current_user)
now = datetime.now(UTC)
entries = list(
self.db.scalars(
select(MemoryEntry)
.where(
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
MemoryEntry.scene == MEMORY_SCENE,
MemoryEntry.field_key == MEMORY_FIELD_KEY,
MemoryEntry.status.in_(["candidate", "active"]),
)
.order_by(MemoryEntry.last_evidence_at.desc(), MemoryEntry.generation.desc())
.with_for_update()
).all()
)
active_entry = next((entry for entry in entries if entry.status == "active"), None)
if active_entry is not None:
self._refresh_entry_metrics(active_entry, now=now)
if active_entry.status == "active":
return active_entry
for entry in entries:
if entry.status != "candidate":
continue
self._refresh_entry_metrics(entry, now=now)
if entry.status == "active":
return entry
return None
def _refresh_entry_metrics(
self,
entry: MemoryEntry,
*,
now: datetime,
refresh_expiry: bool = False,
allow_activation: bool = True,
) -> None:
if entry.status not in {"candidate", "active"}:
return
if self._is_expired(entry, now):
entry.status = "expired"
entry.expired_at = now
return
links = ExpenseApplicationMemoryEvidenceValidator(
self.db
).list_currently_valid_links(
tenant_id=entry.tenant_id,
memory_entry_id=entry.id,
)
case_ids = {link.expense_case_id for link in links}
approved_case_ids = self._approved_case_ids(
tenant_id=entry.tenant_id,
case_ids=case_ids,
)
entry.evidence_count = len({link.expense_case_id for link in links})
entry.approved_evidence_count = len(approved_case_ids)
entry.confidence = Decimal(
str(min(1.0, entry.evidence_count / MEMORY_ACTIVATION_THRESHOLD))
).quantize(Decimal("0.0001"))
if links:
entry.last_evidence_at = max(link.created_at for link in links)
if refresh_expiry:
if entry.status == "active":
entry.active_expires_at = now + MEMORY_ACTIVE_TTL
else:
entry.candidate_expires_at = now + MEMORY_CANDIDATE_TTL
if entry.status == "active" and not self._qualifies_for_activation(entry, links):
# 审批退回、证据 invalidated 或 outcome reversed 后不得继续预填。
entry.status = "suppressed"
entry.suppressed_at = now
return
if (
not allow_activation
or entry.status != "candidate"
or not self._qualifies_for_activation(entry, links)
):
return
self._suppress_other_active_entries(entry, now=now)
entry.status = "active"
entry.activated_at = now
entry.active_expires_at = now + MEMORY_ACTIVE_TTL
@staticmethod
def _qualifies_for_activation(
entry: MemoryEntry,
links: list[MemoryEvidenceLink],
) -> bool:
if (
entry.evidence_count < MEMORY_ACTIVATION_THRESHOLD
or entry.approved_evidence_count < MEMORY_APPROVED_THRESHOLD
or len(links) < 2
):
return False
first_at = min(link.created_at for link in links)
last_at = max(link.created_at for link in links)
return last_at - first_at >= MEMORY_EVIDENCE_SPAN
def _suppress_other_active_entries(
self,
activated_entry: MemoryEntry,
*,
now: datetime,
) -> None:
entries = list(
self.db.scalars(
select(MemoryEntry).where(
MemoryEntry.tenant_id == activated_entry.tenant_id,
MemoryEntry.scope_type == activated_entry.scope_type,
MemoryEntry.scope_id == activated_entry.scope_id,
MemoryEntry.scene == activated_entry.scene,
MemoryEntry.field_key == activated_entry.field_key,
MemoryEntry.status == "active",
MemoryEntry.id != activated_entry.id,
)
).all()
)
for entry in entries:
entry.status = "suppressed"
entry.suppressed_at = now
def _suppress_opposite_active_entries(
self,
*,
tenant_id: str,
scope_id: str,
value_fingerprint: str,
now: datetime,
) -> None:
entries = list(
self.db.scalars(
select(MemoryEntry)
.where(
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
MemoryEntry.scene == MEMORY_SCENE,
MemoryEntry.field_key == MEMORY_FIELD_KEY,
MemoryEntry.status == "active",
MemoryEntry.value_fingerprint != value_fingerprint,
)
.with_for_update()
).all()
)
for entry in entries:
entry.status = "suppressed"
entry.suppressed_at = now
def _suppress_active_entries(
self,
*,
tenant_id: str,
scope_id: str,
now: datetime,
) -> None:
entries = list(
self.db.scalars(
select(MemoryEntry)
.where(
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
MemoryEntry.scene == MEMORY_SCENE,
MemoryEntry.field_key == MEMORY_FIELD_KEY,
MemoryEntry.status == "active",
)
.with_for_update()
).all()
)
for entry in entries:
entry.status = "suppressed"
entry.suppressed_at = now
def _find_open_entry(
self,
*,
tenant_id: str,
scope_id: str,
value_fingerprint: str,
) -> MemoryEntry | None:
return self.db.scalar(
select(MemoryEntry)
.where(
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
MemoryEntry.scene == MEMORY_SCENE,
MemoryEntry.field_key == MEMORY_FIELD_KEY,
MemoryEntry.value_fingerprint == value_fingerprint,
MemoryEntry.status.in_(["candidate", "active"]),
)
.order_by(MemoryEntry.generation.desc())
.with_for_update()
)
def _create_candidate_entry(
self,
*,
tenant_id: str,
scope_id: str,
value: str,
value_fingerprint: str,
now: datetime,
) -> MemoryEntry:
generation = int(
self.db.scalar(
select(func.coalesce(func.max(MemoryEntry.generation), 0)).where(
MemoryEntry.tenant_id == tenant_id,
MemoryEntry.scope_type == MEMORY_SCOPE_TYPE,
MemoryEntry.scope_id == scope_id,
MemoryEntry.scene == MEMORY_SCENE,
MemoryEntry.field_key == MEMORY_FIELD_KEY,
)
)
or 0
) + 1
return MemoryEntry(
id=str(uuid.uuid4()),
tenant_id=tenant_id,
scope_type=MEMORY_SCOPE_TYPE,
scope_id=scope_id,
scene=MEMORY_SCENE,
field_key=MEMORY_FIELD_KEY,
generation=generation,
value_json={"value": value},
value_fingerprint=value_fingerprint,
status="candidate",
evidence_count=0,
approved_evidence_count=0,
confidence=Decimal("0"),
candidate_expires_at=now + MEMORY_CANDIDATE_TTL,
last_evidence_at=now,
)
def _approved_case_ids(
self,
*,
tenant_id: str,
case_ids: set[str],
) -> set[str]:
if not case_ids:
return set()
events = list(
self.db.scalars(
select(BusinessEvent)
.where(
BusinessEvent.tenant_id == tenant_id,
BusinessEvent.expense_case_id.in_(case_ids),
BusinessEvent.event_type.in_(MEMORY_OUTCOME_EVENT_TYPES),
)
.order_by(
BusinessEvent.occurred_at.asc(),
case(
(BusinessEvent.event_type == "application_returned", 1),
else_=0,
).asc(),
BusinessEvent.id.asc(),
)
).all()
)
latest_by_case: dict[str, BusinessEvent] = {}
for event in events:
latest_by_case[event.expense_case_id] = event
return {
case_id
for case_id, event in latest_by_case.items()
if event.event_type == "application_approved"
}
@staticmethod
def _is_eligible_feedback(
feedback: AIDecisionFeedback,
outcome: WorkflowOutcome,
) -> bool:
return (
feedback.verification_status in {"server_verified", "human_verified"}
and feedback.feedback_type == "edited"
and feedback.action_type == "submit"
and outcome.outcome_type == "application_submitted"
and outcome.outcome_status in {"recorded", "verified"}
)
@staticmethod
def _changed_transport_mode(feedback: AIDecisionFeedback) -> bool:
return any(
isinstance(item, dict) and item.get("field_key") == MEMORY_FIELD_KEY
for item in list(feedback.changed_fields_json or [])
)
@staticmethod
def _scope_id(current_user: CurrentUserContext) -> str:
value = str(current_user.employee_id or current_user.username or "").strip()[:120]
if not value:
raise ValueError("当前登录用户缺少可用于个人记忆的主体标识。")
return value
@staticmethod
def _normalize_transport_value(value: object) -> str:
normalized = str(value or "").strip()
return normalized if normalized in SUPPORTED_TRANSPORT_VALUES else ""
@staticmethod
def _value_fingerprint(value: str) -> str:
return hmac_fingerprint({"field_key": MEMORY_FIELD_KEY, "value": value})
@staticmethod
def _entry_value(entry: MemoryEntry) -> str:
value_json = entry.value_json if isinstance(entry.value_json, dict) else {}
return ExpenseApplicationMemoryService._normalize_transport_value(
value_json.get("value")
)
@staticmethod
def _is_expired(entry: MemoryEntry, now: datetime) -> bool:
expires_at = (
entry.active_expires_at
if entry.status == "active"
else entry.candidate_expires_at
)
if expires_at is None:
return False
normalized = expires_at if expires_at.tzinfo is not None else expires_at.replace(tzinfo=UTC)
return normalized <= now
@staticmethod
def _build_application(
entry: MemoryEntry,
value: str,
) -> ExpenseApplicationMemoryApplication:
return ExpenseApplicationMemoryApplication(
memory_id=entry.id,
value=value,
evidence_count=int(entry.evidence_count or 0),
approved_evidence_count=int(entry.approved_evidence_count or 0),
confidence=float(entry.confidence or 0),
expires_at=entry.active_expires_at,
)
@staticmethod
def _build_receipt(
entry: MemoryEntry,
evidence: MemoryEvidenceLink,
*,
activated: bool,
) -> ExpenseApplicationLearningReceipt:
external_status = "applied" if entry.status == "active" else entry.status
if external_status == "applied":
message = "已形成常用出行方式记忆,后续申请可自动预填。"
else:
remaining = max(0, MEMORY_ACTIVATION_THRESHOLD - int(entry.evidence_count or 0))
message = (
f"已记录本次出行方式纠正,再积累 {remaining} 个不同申请证据后可参与预填。"
if remaining
else "已记录本次出行方式纠正,待审批通过证据满足后可参与预填。"
)
return ExpenseApplicationLearningReceipt(
memory_id=entry.id,
evidence_id=evidence.id,
value=ExpenseApplicationMemoryService._entry_value(entry),
status=external_status,
evidence_count=int(entry.evidence_count or 0),
approved_evidence_count=int(entry.approved_evidence_count or 0),
activated=activated,
message=message,
)
@staticmethod
def _serialize_entry(entry: MemoryEntry) -> ExpenseApplicationMemoryRead:
value = (
""
if entry.status == "revoked"
else ExpenseApplicationMemoryService._entry_value(entry)
)
return ExpenseApplicationMemoryRead(
id=entry.id,
scene=entry.scene,
field_key=entry.field_key,
value=value,
status=entry.status,
evidence_count=int(entry.evidence_count or 0),
approved_evidence_count=int(entry.approved_evidence_count or 0),
confidence=float(entry.confidence or 0),
activation_threshold=MEMORY_ACTIVATION_THRESHOLD,
policy_version=MEMORY_POLICY_VERSION,
valid_from=entry.activated_at or entry.created_at,
expires_at=(
entry.active_expires_at
if entry.status == "active"
else entry.candidate_expires_at
),
last_evidence_at=entry.last_evidence_at,
activated_at=entry.activated_at,
suppressed_at=entry.suppressed_at,
revoked_at=entry.revoked_at,
revoked_reason=str(entry.revoked_reason or ""),
created_at=entry.created_at,
updated_at=entry.updated_at,
)

View File

@@ -0,0 +1,157 @@
from __future__ import annotations
from sqlalchemy import and_, select
from sqlalchemy.orm import Session
from app.api.deps import CurrentUserContext
from app.models.ai_learning import AIDecision, AIDecisionFeedback, WorkflowOutcome
from app.models.ai_memory import MemoryEvidenceLink
from app.models.expense_case import BusinessEvent, ExpenseCase
from app.models.financial_record import ExpenseClaim
class ExpenseApplicationMemoryEvidenceValidator:
"""校验个人记忆证据链及其租户、操作人和费用主体。"""
def __init__(self, db: Session) -> None:
self.db = db
def validate(
self,
*,
current_user: CurrentUserContext,
decision: AIDecision,
feedback: AIDecisionFeedback,
outcome: WorkflowOutcome,
claim: ExpenseClaim,
) -> None:
self._validate_record_links(
decision=decision,
feedback=feedback,
outcome=outcome,
claim=claim,
)
allowed_actor_ids = self._allowed_actor_ids(current_user)
evidence_actor_ids = {
str(feedback.actor_id or "").strip().casefold(),
str(outcome.actor_id or "").strip().casefold(),
}
if not allowed_actor_ids or not evidence_actor_ids.issubset(allowed_actor_ids):
raise PermissionError("个人记忆证据的操作人与当前登录人不一致。")
business_event = self.db.scalar(
select(BusinessEvent).where(
BusinessEvent.tenant_id == decision.tenant_id,
BusinessEvent.expense_case_id == decision.expense_case_id,
BusinessEvent.id == decision.business_event_id,
)
)
if business_event is None:
raise ValueError("个人记忆证据缺少可信的提交业务事件。")
if (
business_event.event_type != "application_submitted"
or business_event.aggregate_type != "expense_claim"
or business_event.aggregate_id != str(claim.id)
):
raise ValueError("个人记忆证据关联的提交业务事件语义不一致。")
if str(business_event.actor_id or "").strip().casefold() not in allowed_actor_ids:
raise PermissionError("个人记忆证据的提交人与当前登录人不一致。")
owner_employee_id = str(
self.db.scalar(
select(ExpenseCase.owner_employee_id).where(
ExpenseCase.tenant_id == decision.tenant_id,
ExpenseCase.id == decision.expense_case_id,
)
)
or ""
).strip()
current_employee_id = str(current_user.employee_id or "").strip()
if (
owner_employee_id
and current_employee_id
and owner_employee_id != current_employee_id
):
raise PermissionError("个人记忆证据的费用 Case 不属于当前员工。")
claim_employee_id = str(claim.employee_id or "").strip()
if (
claim_employee_id
and current_employee_id
and claim_employee_id != current_employee_id
):
raise PermissionError("个人记忆证据的申请单不属于当前员工。")
def list_currently_valid_links(
self,
*,
tenant_id: str,
memory_entry_id: str,
) -> list[MemoryEvidenceLink]:
"""只返回尚未失效、反转或降级的可信提交纠正证据。"""
return list(
self.db.scalars(
select(MemoryEvidenceLink)
.join(
AIDecisionFeedback,
and_(
AIDecisionFeedback.tenant_id
== MemoryEvidenceLink.tenant_id,
AIDecisionFeedback.id == MemoryEvidenceLink.feedback_id,
),
)
.join(
WorkflowOutcome,
and_(
WorkflowOutcome.tenant_id == MemoryEvidenceLink.tenant_id,
WorkflowOutcome.id == MemoryEvidenceLink.outcome_id,
),
)
.where(
MemoryEvidenceLink.tenant_id == tenant_id,
MemoryEvidenceLink.memory_entry_id == memory_entry_id,
AIDecisionFeedback.verification_status.in_(
["server_verified", "human_verified"]
),
AIDecisionFeedback.feedback_type == "edited",
AIDecisionFeedback.action_type == "submit",
WorkflowOutcome.outcome_type == "application_submitted",
WorkflowOutcome.outcome_status.in_(["recorded", "verified"]),
)
.order_by(MemoryEvidenceLink.created_at.asc())
).all()
)
@staticmethod
def _validate_record_links(
*,
decision: AIDecision,
feedback: AIDecisionFeedback,
outcome: WorkflowOutcome,
claim: ExpenseClaim,
) -> None:
claim_ids = {
str(claim.id or ""),
str(decision.expense_claim_id or ""),
str(feedback.expense_claim_id or ""),
str(outcome.expense_claim_id or ""),
}
if len(claim_ids) != 1:
raise ValueError("个人记忆证据关联的申请单不一致。")
if feedback.decision_id != decision.id or outcome.decision_id != decision.id:
raise ValueError("个人记忆证据关联的 AI 决策不一致。")
if outcome.expense_case_id != decision.expense_case_id:
raise ValueError("个人记忆证据关联的费用 Case 不一致。")
if outcome.business_event_id != decision.business_event_id:
raise ValueError("个人记忆证据关联的业务事件不一致。")
@staticmethod
def _allowed_actor_ids(current_user: CurrentUserContext) -> set[str]:
return {
value.casefold()
for value in (
str(current_user.username or "").strip(),
str(current_user.employee_id or "").strip(),
)
if value
}

View File

@@ -16,6 +16,10 @@ from app.schemas.reimbursement import (
ExpenseApplicationPreviewActionResult,
)
from app.schemas.user_agent import UserAgentRequest
from app.services.application_system_estimate import (
apply_application_system_estimate_to_facts,
)
from app.services.expense_application_memory import ExpenseApplicationMemoryService
from app.services.expense_application_preview_decisions import (
ExpenseApplicationPreviewDecisionService,
PreviewDecisionConflictError,
@@ -53,6 +57,12 @@ class ExpenseApplicationPreviewWorkflow:
)
try:
facts = UserAgentService(self.db)._resolve_expense_application_facts(request)
memory_applications = ExpenseApplicationMemoryService(
self.db
).apply_active_transport_memory(facts, current_user)
if memory_applications:
# 交通方式会影响系统预估;记忆补空后必须在签名前重算派生字段。
apply_application_system_estimate_to_facts(facts)
issued = ExpenseApplicationPreviewDecisionService(self.db).issue(
facts,
current_user,
@@ -71,6 +81,9 @@ class ExpenseApplicationPreviewWorkflow:
expires_at=issued.decision.expires_at,
application_preview={
"fields": issued.fields,
"memoryApplications": [
item.model_dump(mode="json") for item in memory_applications
],
"decisionId": issued.decision.id,
"decisionSource": issued.decision.decision_source,
"decisionExpiresAt": issued.decision.expires_at.isoformat(),
@@ -154,6 +167,11 @@ class ExpenseApplicationPreviewWorkflow:
type(error).__name__,
)
learning_receipts = self._resolve_learning_receipts(
consumed_preview_decision_id,
current_user,
)
return ExpenseApplicationPreviewActionResponse(
status="succeeded",
conversation_id=payload.conversation_id,
@@ -179,9 +197,29 @@ class ExpenseApplicationPreviewWorkflow:
if next_preview_decision is not None
else None
),
learning_receipts=[
item.model_dump(mode="json") for item in learning_receipts
],
),
)
def _resolve_learning_receipts(
self,
preview_decision_id: str,
current_user: CurrentUserContext,
) -> list:
try:
with self.db.begin_nested():
return ExpenseApplicationMemoryService(
self.db
).learning_receipts_for_preview_decision(
preview_decision_id,
current_user,
)
except Exception:
logger.warning("个人记忆学习回执读取失败,本次申请动作保持成功。", exc_info=True)
return []
@staticmethod
def _build_action_request(
payload: ExpenseApplicationPreviewActionPayload,

View File

@@ -12,6 +12,7 @@ from app.schemas.ontology import OntologyParseResult
from app.schemas.orchestrator import OrchestratorRequest
from app.schemas.reimbursement import ExpenseApplicationPreviewActionPayload
from app.schemas.user_agent import UserAgentRequest
from app.services.expense_application_memory import ExpenseApplicationMemoryService
from app.services.expense_application_preview_decisions import PreviewDecisionConflictError
from app.services.expense_application_preview_workflow import ExpenseApplicationPreviewWorkflow
from app.services.expense_application_snapshot import (
@@ -64,6 +65,9 @@ class OrchestratorExpenseApplicationWorkflow:
requires_confirmation=False,
)
facts = self.user_agent_service._resolve_expense_application_facts(request)
memory_applications = ExpenseApplicationMemoryService(
self.db
).apply_active_transport_memory(facts, current_user)
step = self.user_agent_service._resolve_expense_application_step(request, facts)
requested_action = self._resolve_requested_action(payload.message, decision_state)
if requested_action:
@@ -83,6 +87,7 @@ class OrchestratorExpenseApplicationWorkflow:
facts=facts,
decision_state=decision_state,
current_preview=current_preview,
memory_applications=memory_applications,
current_user=current_user,
conversation_id=conversation_id,
context_json=context_json,
@@ -106,12 +111,16 @@ class OrchestratorExpenseApplicationWorkflow:
facts: dict[str, Any],
decision_state: dict[str, Any],
current_preview: dict[str, Any],
memory_applications: list[Any],
current_user: CurrentUserContext,
conversation_id: str | None,
context_json: dict[str, Any],
) -> ExecutionOutcome:
resolved_request = request.model_copy(
update={"message": self._build_facts_message(facts)}
)
preview_response = self.user_agent_service._build_expense_application_response(
request,
resolved_request,
risk_flags=[],
)
result = OrchestratorExecutionEngine._build_user_agent_result(
@@ -141,6 +150,10 @@ class OrchestratorExpenseApplicationWorkflow:
decision_id = issue_response.decision_id
decision_source = issue_response.decision_source
expires_at = issue_response.expires_at.isoformat()
if memory_applications:
issued_preview["memoryApplications"] = [
item.model_dump(mode="json") for item in memory_applications
]
context_json["application_preview_decision"] = {
"status": "issued",

View File

@@ -19,7 +19,7 @@ from app.db.schema_ownership import MIGRATION_OWNED_TABLES, create_legacy_schema
MIGRATION_TEST_DATABASE_URL = os.getenv("MIGRATION_TEST_DATABASE_URL", "").strip()
LEGACY_PROBE_TABLE = "legacy_migration_probe_records"
HEAD_REVISION = "20260714_0004"
HEAD_REVISION = "20260714_0005"
SERVER_DIR = Path(__file__).resolve().parents[1]
ALEMBIC_INI_PATH = SERVER_DIR / "alembic.ini"
@@ -132,6 +132,18 @@ def _assert_indexes(
assert indexes.get(index_name) == expected_columns
def _assert_check_constraint(
engine: Engine,
table_name: str,
constraint_name: str,
) -> None:
constraints = {
str(item["name"])
for item in inspect(engine).get_check_constraints(table_name, schema="public")
}
assert constraint_name in constraints
def _assert_cascade_foreign_key(engine: Engine, table_name: str) -> None:
foreign_keys = inspect(engine).get_foreign_keys(table_name, schema="public")
matching = [
@@ -226,18 +238,47 @@ def _assert_head_schema(engine: Engine) -> None:
"uq_ai_application_preview_decisions_issue_request",
("tenant_id", "actor_id", "auth_session_id", "issue_request_id"),
)
_assert_unique_constraint(
engine,
"ai_decision_feedback",
"uq_ai_decision_feedback_tenant_id",
("tenant_id", "id"),
)
_assert_unique_constraint(
engine,
"ai_decision_feedback",
"uq_ai_decision_feedback_tenant_idempotency",
("tenant_id", "idempotency_key"),
)
_assert_unique_constraint(
engine,
"workflow_outcomes",
"uq_workflow_outcomes_tenant_id",
("tenant_id", "id"),
)
_assert_unique_constraint(
engine,
"workflow_outcomes",
"uq_workflow_outcomes_tenant_idempotency",
("tenant_id", "idempotency_key"),
)
_assert_unique_constraint(
engine,
"memory_entries",
"uq_memory_entries_generation",
("tenant_id", "scope_type", "scope_id", "scene", "field_key", "generation"),
)
_assert_unique_constraint(
engine,
"memory_evidence_links",
"uq_memory_evidence_links_entry_case",
("tenant_id", "memory_entry_id", "expense_case_id"),
)
_assert_check_constraint(
engine,
"memory_entries",
"ck_memory_entries_expired_fields",
)
_assert_indexes(
engine,
@@ -332,6 +373,31 @@ def _assert_head_schema(engine: Engine) -> None:
),
},
)
_assert_indexes(
engine,
"memory_entries",
{
"ix_memory_entries_scope_lookup": (
"tenant_id",
"scope_type",
"scope_id",
"scene",
"field_key",
"status",
),
},
)
_assert_indexes(
engine,
"memory_evidence_links",
{
"ix_memory_evidence_links_entry_time": (
"tenant_id",
"memory_entry_id",
"created_at",
),
},
)
_assert_cascade_foreign_key(engine, "expense_case_links")
_assert_cascade_foreign_key(engine, "business_events")
_assert_composite_foreign_key(
@@ -379,6 +445,42 @@ def _assert_head_schema(engine: Engine) -> None:
"business_events",
("tenant_id", "expense_case_id", "id"),
)
_assert_composite_foreign_key(
engine,
"memory_entries",
("tenant_id", "superseded_by_id"),
"memory_entries",
)
_assert_composite_foreign_key(
engine,
"memory_evidence_links",
("tenant_id", "memory_entry_id"),
"memory_entries",
)
_assert_composite_foreign_key(
engine,
"memory_evidence_links",
("tenant_id", "expense_case_id"),
"expense_cases",
)
_assert_composite_foreign_key(
engine,
"memory_evidence_links",
("tenant_id", "decision_id"),
"ai_decisions",
)
_assert_composite_foreign_key(
engine,
"memory_evidence_links",
("tenant_id", "feedback_id"),
"ai_decision_feedback",
)
_assert_composite_foreign_key(
engine,
"memory_evidence_links",
("tenant_id", "outcome_id"),
"workflow_outcomes",
)
def _assert_runtime_cascade(engine: Engine) -> None:

View File

@@ -0,0 +1,766 @@
from __future__ import annotations
import uuid
from datetime import UTC, datetime, timedelta
from decimal import Decimal
import pytest
from auth_helpers import install_legacy_header_auth_override
from fastapi.testclient import TestClient
from sqlalchemy import select
from sqlalchemy.orm import Session, sessionmaker
from app.api.deps import CurrentUserContext, get_db
from app.main import create_app
from app.models.ai_learning import AIDecision, AIDecisionFeedback, WorkflowOutcome
from app.models.ai_memory import MemoryEntry, MemoryEvidenceLink
from app.models.expense_case import BusinessEvent, ExpenseCase
from app.models.financial_record import ExpenseClaim
from app.schemas.expense_application_preview import ExpenseApplicationPreviewDecisionCreate
from app.schemas.ontology import OntologyParseResult, OntologyPermission
from app.schemas.orchestrator import OrchestratorRequest
from app.schemas.reimbursement import ExpenseApplicationPreviewActionPayload
from app.services.expense_application_memory import (
MEMORY_CANDIDATE_TTL,
ExpenseApplicationMemoryService,
)
from app.services.expense_application_preview_workflow import (
ExpenseApplicationPreviewWorkflow,
)
from app.services.orchestrator_expense_application_workflow import (
OrchestratorExpenseApplicationWorkflow,
)
from app.test_helpers.db import build_in_memory_session_factory
def _user(
*,
tenant_id: str = "tenant-memory",
employee_id: str = "employee-memory-owner",
) -> CurrentUserContext:
return CurrentUserContext(
username=f"{employee_id}@example.com",
name="记忆测试员工",
role_codes=["user"],
is_admin=False,
tenant_id=tenant_id,
employee_id=employee_id,
employee_no="E-MEMORY-001",
department_name="交付部",
position="实施顾问",
grade="P4",
auth_session_id=f"session-{employee_id}",
)
def _seed_learning_evidence(
db: Session,
*,
current_user: CurrentUserContext,
index: int,
transport_mode: str = "火车",
evidence_at: datetime | None = None,
approved: bool = False,
expect_memory_entry: bool = True,
) -> tuple[
MemoryEntry | None,
ExpenseCase,
AIDecision,
AIDecisionFeedback,
WorkflowOutcome,
]:
tenant_id = current_user.tenant_id
suffix = f"{tenant_id}-{current_user.employee_id}-{index}-{uuid.uuid4().hex[:6]}"
occurred_at = evidence_at or datetime.now(UTC)
claim = ExpenseClaim(
id=str(uuid.uuid4()),
claim_no=f"CLM-{suffix}"[:50],
employee_name=current_user.name,
department_name=current_user.department_name,
expense_type="travel",
reason="客户现场实施",
location="上海",
amount=Decimal("1800.00"),
occurred_at=occurred_at,
submitted_at=occurred_at,
status="submitted",
approval_stage="审批中",
risk_flags_json=[],
)
expense_case = ExpenseCase(
id=str(uuid.uuid4()),
tenant_id=tenant_id,
case_no=f"CASE-{suffix}"[:80],
scene_code="travel",
title="差旅申请",
owner_employee_id=current_user.employee_id,
current_stage="application",
status="active",
)
submitted_event = BusinessEvent(
id=str(uuid.uuid4()),
tenant_id=tenant_id,
expense_case_id=expense_case.id,
aggregate_type="expense_claim",
aggregate_id=claim.id,
event_type="application_submitted",
event_version=1,
idempotency_key=f"submitted:{suffix}"[:120],
correlation_id=f"corr:{suffix}"[:64],
actor_id=current_user.employee_id,
actor_type="user",
payload_json={},
delivery_status="pending",
occurred_at=occurred_at,
)
db.add_all([claim, expense_case, submitted_event])
db.flush()
decision = AIDecision(
id=str(uuid.uuid4()),
tenant_id=tenant_id,
expense_case_id=expense_case.id,
business_event_id=submitted_event.id,
expense_claim_id=claim.id,
correlation_id=f"corr:{suffix}"[:64],
subject_type="expense_claim",
subject_id=claim.id,
decision_type="expense_application_submit",
decision_source="server_preview",
status="edited",
automation_mode="human_confirmed",
confidence=Decimal("1.0000"),
suggestion_json={},
evidence_json={},
version_json={},
schema_version=1,
training_eligible=True,
idempotency_key=f"decision:{suffix}"[:120],
content_fingerprint=f"sha256:{uuid.uuid4().hex}",
)
feedback = AIDecisionFeedback(
id=str(uuid.uuid4()),
tenant_id=tenant_id,
decision_id=decision.id,
expense_claim_id=claim.id,
correlation_id=f"corr:{suffix}"[:64],
feedback_type="edited",
action_type="submit",
actor_id=current_user.employee_id,
actor_type="user",
evidence_source="server_preview_action",
verification_status="server_verified",
training_eligible=True,
final_value_json={"transport_mode": transport_mode},
changed_fields_json=[{"field_key": "transport_mode"}],
idempotency_key=f"feedback:{suffix}"[:120],
content_fingerprint=f"sha256:{uuid.uuid4().hex}",
)
outcome = WorkflowOutcome(
id=str(uuid.uuid4()),
tenant_id=tenant_id,
expense_case_id=expense_case.id,
decision_id=decision.id,
business_event_id=submitted_event.id,
expense_claim_id=claim.id,
correlation_id=f"corr:{suffix}"[:64],
outcome_type="application_submitted",
outcome_status="verified",
actor_id=current_user.employee_id,
actor_type="user",
result_json={},
idempotency_key=f"outcome:{suffix}"[:120],
content_fingerprint=f"sha256:{uuid.uuid4().hex}",
effective_at=occurred_at,
)
db.add_all([decision, feedback, outcome])
if approved:
db.add(
BusinessEvent(
id=str(uuid.uuid4()),
tenant_id=tenant_id,
expense_case_id=expense_case.id,
aggregate_type="expense_claim",
aggregate_id=claim.id,
event_type="application_approved",
event_version=1,
idempotency_key=f"approved:{suffix}"[:120],
correlation_id=f"approval:{suffix}"[:64],
actor_id="approver",
actor_type="user",
payload_json={},
delivery_status="pending",
occurred_at=occurred_at + timedelta(hours=1),
)
)
db.flush()
receipt = ExpenseApplicationMemoryService(db).record_transport_edit_evidence(
current_user=current_user,
decision=decision,
feedback=feedback,
outcome=outcome,
claim=claim,
transport_mode=transport_mode,
)
if not expect_memory_entry:
assert receipt is None
return None, expense_case, decision, feedback, outcome
assert receipt is not None
evidence = db.get(MemoryEvidenceLink, receipt.evidence_id)
assert evidence is not None
evidence.created_at = occurred_at
db.flush()
entry = db.get(MemoryEntry, receipt.memory_id)
assert entry is not None
return entry, expense_case, decision, feedback, outcome
def _seed_active_memory(
db: Session,
*,
current_user: CurrentUserContext,
transport_mode: str = "火车",
) -> tuple[MemoryEntry, list[ExpenseCase]]:
now = datetime.now(UTC)
cases: list[ExpenseCase] = []
entry: MemoryEntry | None = None
for index, (days_ago, approved) in enumerate(((10, True), (5, True), (0, False)), 1):
entry, expense_case, *_ = _seed_learning_evidence(
db,
current_user=current_user,
index=index,
transport_mode=transport_mode,
evidence_at=now - timedelta(days=days_ago),
approved=approved,
)
cases.append(expense_case)
facts: dict[str, object] = {}
applications = ExpenseApplicationMemoryService(db).apply_active_transport_memory(
facts,
current_user,
)
assert entry is not None
assert applications and facts["transport_mode"] == transport_mode
db.flush()
db.refresh(entry)
assert entry.status == "active"
return entry, cases
def _add_returned_event(
db: Session,
*,
current_user: CurrentUserContext,
expense_case: ExpenseCase,
) -> None:
approved_at = db.scalar(
select(BusinessEvent.occurred_at).where(
BusinessEvent.expense_case_id == expense_case.id,
BusinessEvent.event_type == "application_approved",
)
)
assert approved_at is not None
db.add(
BusinessEvent(
id=str(uuid.uuid4()),
tenant_id=current_user.tenant_id,
expense_case_id=expense_case.id,
aggregate_type="expense_claim",
aggregate_id="returned-claim",
event_type="application_returned",
event_version=1,
idempotency_key=f"returned:{uuid.uuid4().hex}",
correlation_id=f"return:{uuid.uuid4().hex}"[:64],
actor_id="approver",
actor_type="user",
payload_json={},
delivery_status="pending",
# 同一时间戳也必须由退回事件保守覆盖批准,不能依赖随机 UUID 排序。
occurred_at=approved_at,
)
)
db.flush()
def test_memory_activates_after_three_cases_two_approvals_and_seven_days() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
entry, _ = _seed_active_memory(db, current_user=current_user)
assert entry.evidence_count == 3
assert entry.approved_evidence_count == 2
assert entry.active_expires_at is not None
assert entry.activated_at is not None
explicit_facts = {"transport_mode": "汽车"}
assert (
ExpenseApplicationMemoryService(db).apply_active_transport_memory(
explicit_facts,
current_user,
)
== []
)
assert explicit_facts["transport_mode"] == "汽车"
def test_latest_returned_event_reverses_approval_and_suppresses_active_memory() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
entry, cases = _seed_active_memory(db, current_user=current_user)
_add_returned_event(db, current_user=current_user, expense_case=cases[1])
facts: dict[str, object] = {}
assert (
ExpenseApplicationMemoryService(db).apply_active_transport_memory(
facts,
current_user,
)
== []
)
db.refresh(entry)
assert entry.approved_evidence_count == 1
assert entry.status == "suppressed"
assert entry.suppressed_at is not None
assert facts == {}
def test_invalidated_feedback_and_reversed_outcome_remove_active_evidence() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
entry, _ = _seed_active_memory(db, current_user=current_user)
evidence = list(
db.scalars(
select(MemoryEvidenceLink)
.where(MemoryEvidenceLink.memory_entry_id == entry.id)
.order_by(MemoryEvidenceLink.created_at.asc())
).all()
)
assert len(evidence) == 3
invalidated_feedback = db.get(AIDecisionFeedback, evidence[0].feedback_id)
reversed_outcome = db.get(WorkflowOutcome, evidence[1].outcome_id)
assert invalidated_feedback is not None and reversed_outcome is not None
invalidated_feedback.verification_status = "invalidated"
invalidated_feedback.training_eligible = False
reversed_outcome.outcome_status = "reversed"
db.flush()
assert ExpenseApplicationMemoryService(db).apply_active_transport_memory(
{}, current_user
) == []
db.refresh(entry)
assert entry.status == "suppressed"
assert entry.evidence_count == 1
assert entry.approved_evidence_count == 0
def test_opposite_evidence_immediately_suppresses_old_active_memory() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
old_entry, _ = _seed_active_memory(db, current_user=current_user)
new_entry, *_ = _seed_learning_evidence(
db,
current_user=current_user,
index=4,
transport_mode="飞机",
)
db.refresh(old_entry)
assert old_entry.status == "suppressed"
assert old_entry.suppressed_at is not None
assert new_entry.status == "candidate"
assert ExpenseApplicationMemoryService(db).apply_active_transport_memory(
{}, current_user
) == []
def test_non_whitelisted_correction_suppresses_old_active_without_storing_value() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
old_entry, _ = _seed_active_memory(db, current_user=current_user)
entry_count = len(list(db.scalars(select(MemoryEntry)).all()))
new_entry, *_ = _seed_learning_evidence(
db,
current_user=current_user,
index=4,
transport_mode="汽车",
expect_memory_entry=False,
)
assert new_entry is None
db.refresh(old_entry)
assert old_entry.status == "suppressed"
assert old_entry.suppressed_at is not None
assert len(list(db.scalars(select(MemoryEntry)).all())) == entry_count
assert ExpenseApplicationMemoryService(db).apply_active_transport_memory(
{}, current_user
) == []
def test_expiry_sets_expired_at_and_replay_does_not_extend_ttl() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
entry, _, decision, feedback, outcome = _seed_learning_evidence(
db,
current_user=current_user,
index=1,
)
original_expiry = datetime.now(UTC) + timedelta(days=30)
entry.candidate_expires_at = original_expiry
db.flush()
claim = db.get(ExpenseClaim, decision.expense_claim_id)
assert claim is not None
replay = ExpenseApplicationMemoryService(db).record_transport_edit_evidence(
current_user=current_user,
decision=decision,
feedback=feedback,
outcome=outcome,
claim=claim,
transport_mode="火车",
)
db.refresh(entry)
assert replay is not None
assert entry.evidence_count == 1
assert entry.candidate_expires_at == original_expiry.replace(tzinfo=None)
old_created_at = datetime.now(UTC) - MEMORY_CANDIDATE_TTL - timedelta(days=2)
entry.created_at = old_created_at
entry.candidate_expires_at = datetime.now(UTC) - timedelta(days=1)
db.flush()
memories = ExpenseApplicationMemoryService(db).list_current_user_memories(
current_user
)
db.refresh(entry)
assert memories.items[0].status == "expired"
assert entry.status == "expired"
assert entry.expired_at is not None
def test_expired_entry_gets_new_generation_for_new_evidence() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
old_entry, *_ = _seed_learning_evidence(
db,
current_user=current_user,
index=1,
)
old_entry.created_at = datetime.now(UTC) - MEMORY_CANDIDATE_TTL - timedelta(days=2)
old_entry.candidate_expires_at = datetime.now(UTC) - timedelta(days=1)
db.flush()
new_entry, *_ = _seed_learning_evidence(
db,
current_user=current_user,
index=2,
)
db.refresh(old_entry)
assert new_entry.id != old_entry.id
assert new_entry.generation == old_entry.generation + 1
assert new_entry.status == "candidate"
assert old_entry.status == "expired"
assert old_entry.expired_at is not None
def test_replay_after_revoke_or_suppression_never_recreates_memory() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
revoked_entry, _, decision, feedback, outcome = _seed_learning_evidence(
db,
current_user=current_user,
index=1,
)
claim = db.get(ExpenseClaim, decision.expense_claim_id)
assert claim is not None
assert ExpenseApplicationMemoryService(db).revoke_current_user_memory(
revoked_entry.id,
current_user,
) is not None
entry_count = len(list(db.scalars(select(MemoryEntry)).all()))
revoked_replay = ExpenseApplicationMemoryService(db).record_transport_edit_evidence(
current_user=current_user,
decision=decision,
feedback=feedback,
outcome=outcome,
claim=claim,
transport_mode="火车",
)
assert revoked_replay is not None
assert revoked_replay.status == "revoked"
assert len(list(db.scalars(select(MemoryEntry)).all())) == entry_count
with build_in_memory_session_factory()() as db:
current_user = _user()
suppressed_entry, _ = _seed_active_memory(db, current_user=current_user)
evidence = db.scalar(
select(MemoryEvidenceLink)
.where(MemoryEvidenceLink.memory_entry_id == suppressed_entry.id)
.order_by(MemoryEvidenceLink.created_at.asc())
)
assert evidence is not None
decision = db.get(AIDecision, evidence.decision_id)
feedback = db.get(AIDecisionFeedback, evidence.feedback_id)
outcome = db.get(WorkflowOutcome, evidence.outcome_id)
assert decision is not None and feedback is not None and outcome is not None
claim = db.get(ExpenseClaim, decision.expense_claim_id)
assert claim is not None
_seed_learning_evidence(
db,
current_user=current_user,
index=4,
transport_mode="飞机",
)
db.refresh(suppressed_entry)
assert suppressed_entry.status == "suppressed"
entry_count = len(list(db.scalars(select(MemoryEntry)).all()))
suppressed_replay = ExpenseApplicationMemoryService(
db
).record_transport_edit_evidence(
current_user=current_user,
decision=decision,
feedback=feedback,
outcome=outcome,
claim=claim,
transport_mode="火车",
)
assert suppressed_replay is not None
assert suppressed_replay.status == "suppressed"
assert len(list(db.scalars(select(MemoryEntry)).all())) == entry_count
def test_memory_isolated_by_tenant_and_owner_and_revoke_clears_value() -> None:
with build_in_memory_session_factory()() as db:
owner = _user()
entry, _ = _seed_active_memory(db, current_user=owner)
service = ExpenseApplicationMemoryService(db)
assert service.list_current_user_memories(_user(employee_id="employee-other")).items == []
assert service.list_current_user_memories(
_user(tenant_id="tenant-other")
).items == []
assert service.revoke_current_user_memory(
entry.id,
_user(employee_id="employee-other"),
) is None
revoked = service.revoke_current_user_memory(entry.id, owner)
assert revoked is not None
db.refresh(entry)
assert entry.status == "revoked"
assert entry.value_json == {}
assert entry.value_fingerprint == ""
assert service.apply_active_transport_memory({}, owner) == []
def test_memory_rejects_same_tenant_evidence_from_another_owner() -> None:
with build_in_memory_session_factory()() as db:
owner = _user()
_, _, decision, feedback, outcome = _seed_learning_evidence(
db,
current_user=owner,
index=1,
)
claim = db.get(ExpenseClaim, decision.expense_claim_id)
assert claim is not None
other_owner = _user(employee_id="employee-other")
with pytest.raises(PermissionError, match="当前登录人"):
ExpenseApplicationMemoryService(db).record_transport_edit_evidence(
current_user=other_owner,
decision=decision,
feedback=feedback,
outcome=outcome,
claim=claim,
transport_mode="火车",
)
assert (
ExpenseApplicationMemoryService(db)
.list_current_user_memories(other_owner)
.items
== []
)
@pytest.mark.parametrize(
("field_name", "invalid_value"),
[
("event_type", "claim_draft_updated"),
("aggregate_type", "expense_case"),
("aggregate_id", "another-claim"),
],
)
def test_memory_rejects_non_submit_or_wrong_claim_business_event(
field_name: str,
invalid_value: str,
) -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
_, _, decision, feedback, outcome = _seed_learning_evidence(
db,
current_user=current_user,
index=1,
)
business_event = db.get(BusinessEvent, decision.business_event_id)
claim = db.get(ExpenseClaim, decision.expense_claim_id)
assert business_event is not None
assert claim is not None
setattr(business_event, field_name, invalid_value)
db.flush()
with pytest.raises(ValueError, match="提交业务事件语义不一致"):
ExpenseApplicationMemoryService(db).record_transport_edit_evidence(
current_user=current_user,
decision=decision,
feedback=feedback,
outcome=outcome,
claim=claim,
transport_mode="火车",
)
def test_memory_read_failure_degrades_without_mutating_facts(
monkeypatch: pytest.MonkeyPatch,
) -> None:
with build_in_memory_session_factory()() as db:
service = ExpenseApplicationMemoryService(db)
facts: dict[str, object] = {}
def fail_resolve(_current_user: CurrentUserContext) -> MemoryEntry | None:
raise RuntimeError("memory unavailable")
monkeypatch.setattr(service, "_resolve_active_entry", fail_resolve)
assert service.apply_active_transport_memory(facts, _user()) == []
assert facts == {}
def test_preview_and_orchestrator_apply_active_memory() -> None:
with build_in_memory_session_factory()() as db:
current_user = _user()
_seed_active_memory(db, current_user=current_user)
preview = ExpenseApplicationPreviewWorkflow(db).issue(
ExpenseApplicationPreviewDecisionCreate(
message=(
"申请时间2026-07-20 至 2026-07-22\n"
"地点:上海\n事由:客户现场实施\n天数3天"
),
conversation_id="conversation-memory-preview",
request_id="request-memory-preview",
),
current_user,
)
assert preview.application_preview["fields"]["transportMode"] == "火车"
assert preview.application_preview["fields"]["amount"]
assert preview.application_preview["fields"]["transportEstimatedAmount"]
assert "交通" in preview.application_preview["fields"]["policyEstimate"]
assert preview.application_preview["memoryApplications"][0]["status"] == "applied"
outcome = OrchestratorExpenseApplicationWorkflow(db).execute(
payload=OrchestratorRequest(
source="user_message",
user_id=current_user.username,
message=(
"申请时间2026-08-01 至 2026-08-03\n"
"地点:北京\n事由:客户现场验收\n天数3天\n申请金额2000元"
),
),
current_user=current_user,
run_id="run-memory-orchestrator",
conversation_id="conversation-memory-orchestrator",
ontology=OntologyParseResult(
scenario="expense",
intent="operate",
permission=OntologyPermission(
level="approval_required",
allowed=True,
reason="test",
),
confidence=1.0,
run_id="run-memory-orchestrator",
),
context_json={},
selected_capability_codes=[],
)
assert outcome is not None
assert outcome.result["application_preview"]["fields"]["transportMode"] == "火车"
assert outcome.result["application_preview"]["memoryApplications"][0][
"status"
] == "applied"
assert "补充出行方式" not in str(outcome.result)
edited_fields = dict(preview.application_preview["fields"])
edited_fields["transportMode"] = "飞机"
action = ExpenseApplicationPreviewWorkflow(db).execute(
ExpenseApplicationPreviewActionPayload(
source="user_message",
user_id=current_user.username,
conversation_id="conversation-memory-preview",
action_type="submit",
decision_id=preview.decision_id,
request_id="request-memory-submit",
message=(
"申请时间2026-07-20 至 2026-07-22\n"
"地点:上海\n事由:客户现场实施\n天数3天\n"
"出行方式:飞机\n申请金额1800元\n确认提交"
),
context_json={
"application_preview": {
"modelReviewStatus": "server_registered",
"fields": edited_fields,
}
},
),
current_user,
)
assert action.result.learning_receipts
assert action.result.learning_receipts[0]["value"] == "飞机"
assert action.result.learning_receipts[0]["status"] == "candidate"
def test_memory_api_enforces_owner_and_allows_owner_revoke() -> None:
session_factory: sessionmaker[Session] = build_in_memory_session_factory()
with session_factory() as db:
owner = _user()
entry, _ = _seed_active_memory(db, current_user=owner)
memory_id = entry.id
db.commit()
app = create_app()
install_legacy_header_auth_override(app)
def override_db():
with session_factory() as db:
yield db
app.dependency_overrides[get_db] = override_db
client = TestClient(app)
owner_headers = {
"X-Auth-Username": owner.username,
"X-Auth-Name": "Memory Owner",
"X-Auth-Employee-Id": owner.employee_id,
"X-Auth-Tenant-Id": owner.tenant_id,
"X-Auth-Role-Codes": "user",
}
other_headers = {**owner_headers, "X-Auth-Employee-Id": "employee-other"}
assert client.get(
"/api/v1/expense-application-memories/me",
headers=other_headers,
).json() == {"items": []}
assert client.delete(
f"/api/v1/expense-application-memories/{memory_id}",
headers=other_headers,
).status_code == 404
response = client.delete(
f"/api/v1/expense-application-memories/{memory_id}",
headers=owner_headers,
)
assert response.status_code == 200, response.text
with session_factory() as db:
revoked_entry = db.scalar(select(MemoryEntry).where(MemoryEntry.id == memory_id))
assert revoked_entry is not None
assert revoked_entry.status == "revoked"
assert revoked_entry.value_json == {}

View File

@@ -48,7 +48,7 @@ def test_unversioned_database_without_migration_owned_tables_is_safe(engine: Eng
@pytest.mark.parametrize(
"owned_table",
sorted(MIGRATION_OWNED_TABLES_BY_REVISION["20260714_0004"]),
sorted(MIGRATION_OWNED_TABLES_BY_REVISION["20260714_0005"]),
)
def test_unversioned_database_with_any_migration_owned_table_is_rejected(
engine: Engine,
@@ -96,6 +96,10 @@ def test_known_revision_requires_and_accepts_its_exact_owned_table_set(
MIGRATION_OWNED_TABLES_BY_REVISION["20260714_0004"]
- {"ai_application_preview_decisions"},
),
(
"20260714_0005",
MIGRATION_OWNED_TABLES_BY_REVISION["20260714_0005"] - {"memory_entries"},
),
],
)
def test_known_revision_with_missing_or_unexpected_owned_tables_is_rejected(

View File

@@ -23,6 +23,8 @@ def test_create_legacy_schema_never_creates_migration_owned_tables() -> None:
"business_events",
"expense_case_links",
"expense_cases",
"memory_entries",
"memory_evidence_links",
"workflow_outcomes",
}
)

View File

@@ -0,0 +1,203 @@
.application-memory-stack {
display: grid;
}
.application-memory-panel,
.application-learning-receipt-panel {
margin-top: 14px;
padding: 12px;
border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.24);
border-radius: 8px;
background: color-mix(in srgb, var(--theme-primary-soft, #eaf4fa) 52%, #ffffff);
}
.application-memory-panel-head,
.application-learning-receipt-panel > header {
display: flex;
align-items: flex-start;
gap: 9px;
}
.application-memory-panel-icon {
width: 28px;
height: 28px;
flex: 0 0 auto;
display: inline-grid;
place-items: center;
border-radius: 6px;
background: rgba(var(--theme-primary-rgb, 58, 124, 165), 0.12);
color: var(--theme-primary-active, #255b7d);
font-size: 16px;
}
.application-memory-panel-head > span:last-child {
min-width: 0;
display: grid;
gap: 3px;
}
.application-memory-panel-head strong,
.application-learning-receipt-panel > header strong {
color: #17324a;
font-size: 13px;
font-weight: 850;
line-height: 1.4;
}
.application-memory-panel-head small {
color: #52677a;
font-size: 12px;
line-height: 1.55;
}
.application-memory-list {
margin-top: 10px;
display: grid;
gap: 8px;
}
.application-memory-item {
min-width: 0;
display: grid;
grid-template-columns: minmax(0, 1fr) auto;
align-items: center;
gap: 12px;
padding: 10px;
border: 1px solid #d7e4f2;
border-radius: 6px;
background: #ffffff;
}
.application-memory-copy {
min-width: 0;
display: grid;
gap: 3px;
}
.application-memory-status {
display: inline-flex;
align-items: center;
gap: 4px;
color: var(--theme-primary-active, #255b7d);
font-size: 11px;
font-weight: 850;
}
.application-memory-copy > strong {
color: #0f172a;
font-size: 12px;
font-weight: 850;
line-height: 1.5;
overflow-wrap: anywhere;
}
.application-memory-copy > small,
.application-memory-copy > em {
color: #52677a;
font-size: 11px;
font-style: normal;
line-height: 1.5;
}
.application-memory-copy > em {
color: #708196;
}
.application-memory-forget-btn {
min-height: 44px;
display: inline-flex;
align-items: center;
justify-content: center;
gap: 6px;
padding: 0 11px;
border: 1px solid rgba(185, 28, 28, 0.24);
border-radius: 6px;
background: #fffafa;
color: #991b1b;
font-size: 12px;
font-weight: 800;
cursor: pointer;
transition: background 180ms ease, border-color 180ms ease, color 180ms ease;
}
.application-memory-forget-btn:hover:not(:disabled),
.application-memory-forget-btn:focus-visible {
border-color: rgba(185, 28, 28, 0.48);
background: #fef2f2;
color: #7f1d1d;
outline: none;
}
.application-memory-forget-btn:focus-visible {
box-shadow: 0 0 0 3px rgba(185, 28, 28, 0.14);
}
.application-memory-forget-btn:disabled {
cursor: wait;
opacity: 0.52;
}
.application-learning-receipt-panel {
display: grid;
gap: 8px;
background: #f8fbff;
}
.application-learning-receipt-panel > header {
align-items: center;
color: var(--theme-primary-active, #255b7d);
}
.application-learning-receipt-panel > header i {
font-size: 17px;
}
.application-learning-receipt {
display: grid;
gap: 4px;
padding: 8px 10px;
border-left: 3px solid #d6a12a;
border-radius: 4px;
background: #ffffff;
}
.application-learning-receipt.is-applied {
border-left-color: var(--theme-primary, #3a7ca5);
}
.application-learning-receipt > div {
display: flex;
flex-wrap: wrap;
align-items: baseline;
gap: 5px 8px;
}
.application-learning-receipt strong {
color: #17324a;
font-size: 12px;
font-weight: 850;
}
.application-learning-receipt span,
.application-learning-receipt small {
color: #52677a;
font-size: 11px;
line-height: 1.5;
overflow-wrap: anywhere;
}
@media (max-width: 760px) {
.application-memory-item {
grid-template-columns: 1fr;
}
.application-memory-forget-btn {
justify-self: stretch;
}
}
@media (prefers-reduced-motion: reduce) {
.application-memory-forget-btn {
transition: none;
}
}

View File

@@ -0,0 +1,94 @@
<template>
<div v-if="appliedMemories.length || learningReceipts.length" class="application-memory-stack">
<section
v-if="appliedMemories.length"
class="application-memory-panel"
aria-label="本次申请使用的历史偏好"
>
<header class="application-memory-panel-head">
<span class="application-memory-panel-icon" aria-hidden="true">
<i class="mdi mdi-history"></i>
</span>
<span>
<strong>个性化填充</strong>
<small>以下内容来自已确认的历史偏好您仍可直接修改上方字段</small>
</span>
</header>
<div class="application-memory-list">
<article
v-for="memory in appliedMemories"
:key="`${message.id}-memory-${memory.memoryId}`"
class="application-memory-item"
>
<div class="application-memory-copy">
<span class="application-memory-status">
<i class="mdi mdi-check-circle-outline" aria-hidden="true"></i>
已按历史偏好填入
</span>
<strong>{{ memory.fieldLabel }}{{ memory.value }}</strong>
<small v-if="memory.message">{{ memory.message }}</small>
<em>{{ ui.resolveApplicationMemoryEvidenceText(memory) }}</em>
</div>
<button
type="button"
class="application-memory-forget-btn"
:disabled="ui.isForgettingApplicationMemory(memory)"
:aria-busy="ui.isForgettingApplicationMemory(memory)"
@click.stop="ui.forgetApplicationPreviewMemory(message, memory)"
>
<i
:class="ui.isForgettingApplicationMemory(memory) ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-delete-outline'"
aria-hidden="true"
></i>
<span>{{ ui.isForgettingApplicationMemory(memory) ? '正在忘记' : '忘记此偏好' }}</span>
</button>
</article>
</div>
</section>
<section
v-if="learningReceipts.length"
class="application-learning-receipt-panel"
role="status"
aria-live="polite"
aria-label="本次申请的个性化学习结果"
>
<header>
<i class="mdi mdi-lightbulb-on-outline" aria-hidden="true"></i>
<strong>本次选择已记录</strong>
</header>
<article
v-for="receipt in learningReceipts"
:key="`${message.id}-learning-${receipt.memoryId}-${receipt.fieldKey}`"
class="application-learning-receipt"
:class="`is-${receipt.status}`"
>
<div>
<strong>{{ ui.resolveApplicationLearningReceiptTitle(receipt) }}</strong>
<span>{{ receipt.fieldLabel }}{{ receipt.value }}</span>
</div>
<small>{{ receipt.message || ui.resolveApplicationMemoryEvidenceText(receipt) }}</small>
</article>
</section>
</div>
</template>
<script setup>
import { computed } from 'vue'
const props = defineProps({
message: {
type: Object,
required: true
},
ui: {
type: Object,
required: true
}
})
const appliedMemories = computed(() => props.ui.resolveAppliedApplicationPreviewMemories(props.message))
const learningReceipts = computed(() => props.ui.resolveVisibleApplicationLearningReceipts(props.message))
</script>
<style scoped src="../../assets/styles/components/travel-reimbursement-message-memory.css"></style>

View File

@@ -225,6 +225,8 @@
</div>
</div>
<TravelReimbursementMemoryPanel :message="message" :ui="ui" />
<div
v-if="ui.resolveApplicationPreviewMissingFields(message)?.length"
class="application-preview-footer application-preview-footer-missing"
@@ -686,12 +688,14 @@
<script>
import BudgetAssistantReport from './BudgetAssistantReport.vue'
import EnterpriseSelect from '../shared/EnterpriseSelect.vue'
import TravelReimbursementMemoryPanel from './TravelReimbursementMemoryPanel.vue'
export default {
name: 'TravelReimbursementMessageItem',
components: {
BudgetAssistantReport,
EnterpriseSelect
EnterpriseSelect,
TravelReimbursementMemoryPanel
},
props: {
message: {

View File

@@ -7,6 +7,62 @@ import {
export const AI_APPLICATION_ACTION_SAVE_DRAFT = 'ai_application_save_draft'
export const AI_APPLICATION_ACTION_SUBMIT = 'ai_application_submit'
const AI_APPLICATION_MEMORY_FIELD_LABELS = {
amount: '预计金额',
application_type: '申请类型',
applicationType: '申请类型',
days: '出差天数',
location: '出差地点',
reason: '申请事由',
time: '出差时间',
time_range: '出差时间',
transport_mode: '出行方式',
transportMode: '出行方式'
}
export function normalizeAiApplicationMemory(item = {}) {
if (!item || typeof item !== 'object') return null
const memoryId = normalizeText(item.memoryId || item.memory_id)
const fieldKey = normalizeText(item.fieldKey || item.field_key)
const rawStatus = normalizeText(item.status).toLowerCase()
const status = rawStatus === 'active' ? 'applied' : rawStatus
if (!memoryId || !fieldKey || !status) return null
return {
memoryId,
fieldKey,
fieldLabel:
normalizeText(item.fieldLabel || item.field_label)
|| AI_APPLICATION_MEMORY_FIELD_LABELS[fieldKey]
|| fieldKey,
value: normalizeText(item.value),
status,
evidenceCount: Number(item.evidenceCount ?? item.evidence_count ?? 0) || 0,
approvedEvidenceCount:
Number(item.approvedEvidenceCount ?? item.approved_evidence_count ?? 0) || 0,
message: normalizeText(item.message)
}
}
export function normalizeAiApplicationMemories(items = []) {
return (Array.isArray(items) ? items : [])
.map((item) => normalizeAiApplicationMemory(item))
.filter(Boolean)
}
export function resolveAiApplicationPreviewMemories(preview = {}) {
const items = Array.isArray(preview?.memoryApplications)
? preview.memoryApplications
: preview?.memory_applications
return normalizeAiApplicationMemories(items)
}
export function resolveAiApplicationLearningReceipts(payload = {}) {
const result = payload?.result && typeof payload.result === 'object' ? payload.result : payload
const items = Array.isArray(result?.learning_receipts)
? result.learning_receipts
: result?.learningReceipts
return normalizeAiApplicationMemories(items)
}
export function createAiApplicationRequestId(prefix = 'application') {
const normalizedPrefix = normalizeText(prefix) || 'application'
@@ -42,6 +98,13 @@ export async function registerAiApplicationPreviewDecision({
const serverPreview = payload?.application_preview && typeof payload.application_preview === 'object'
? payload.application_preview
: {}
const memoryApplications = resolveAiApplicationPreviewMemories({
memoryApplications:
serverPreview.memoryApplications
?? serverPreview.memory_applications
?? normalizedPreview.memoryApplications
?? normalizedPreview.memory_applications
})
return normalizeApplicationPreview({
...normalizedPreview,
...serverPreview,
@@ -52,6 +115,7 @@ export async function registerAiApplicationPreviewDecision({
decisionId: normalizeText(payload?.decision_id || serverPreview.decisionId),
decisionSource: normalizeText(payload?.decision_source || serverPreview.decisionSource),
decisionExpiresAt: normalizeText(payload?.expires_at || serverPreview.decisionExpiresAt),
memoryApplications,
decisionTrackingStatus: 'registered'
})
}
@@ -199,3 +263,14 @@ export function runAiApplicationPreviewAction(params = {}, options = {}) {
...options
})
}
export function forgetAiApplicationMemory(memoryId, options = {}) {
const normalizedMemoryId = normalizeText(memoryId)
if (!normalizedMemoryId) {
return Promise.reject(new Error('缺少要忘记的偏好标识。'))
}
return apiRequest(`/expense-application-memories/${encodeURIComponent(normalizedMemoryId)}`, {
method: 'DELETE',
...options
})
}

View File

@@ -243,7 +243,13 @@ export default {
canRetryApplicationPreviewDecision,
canSaveApplicationPreviewDraft,
canSubmitApplicationPreview,
forgetApplicationPreviewMemory,
isForgettingApplicationMemory,
registerApplicationPreviewDecision,
resolveApplicationLearningReceiptTitle,
resolveApplicationMemoryEvidenceText,
resolveAppliedApplicationPreviewMemories,
resolveVisibleApplicationLearningReceipts,
retryApplicationPreviewDecision,
runApplicationPreviewAction,
saveApplicationPreviewDraft
@@ -590,7 +596,7 @@ export default {
submitComposerFromMessageHandlers = submitComposerMessageHandler
const { insightPanelUi, messageItemUi } = useTravelReimbursementCreateViewUi({
ASSISTANT_DISPLAY_NAME, DATE_INPUT_FORMAT, REVIEW_SCENE_OPTIONS, REVIEW_SCENE_OTHER_OPTION, activeFlowSteps, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, activeReviewPayload, activeSessionType, aiAvatar, appendExpenseQueryRiskToConversation, appendReviewRiskBriefToConversation, applicationPreviewEditor, askHotKnowledgeQuestion, buildApplicationDraftSummaryItems, buildApplicationPreviewFooterText, buildExpenseQueryHint, buildExpenseQueryWindowLabel, buildMessageBubbleClass, buildReviewMainMessageText, buildReviewNextStepRichCopyForMessage, buildReviewPlainFollowupForMessage, buildReviewPrimaryButtonLabel, canApplyApplicationPreviewDateSelection, canOpenDraftDetail, canPreviewActiveReviewDocument, canRetryApplicationPreviewDecision, canSaveApplicationPreviewDraft, canSubmitApplicationPreview, canUseInlineSaveDraft, clearInlineReviewFieldError, commitApplicationPreviewDateEditor, commitApplicationPreviewEditor, commitInlineReviewEditor, copyAssistantMessage, currentInsight, currentIntentLabel, deleteSessionBusy, flowOverallStatusText, flowOverallStatusTone, flowRefreshBusy, flowRunId, flowTotalDurationText, formatFlowStepDuration, getExpenseQueryActivePage, getExpenseQueryTotalPages, getExpenseQueryVisibleRecords, goReviewDocument, handleAssistantMarkdownClick, handleExpenseQueryRecordClick, handleInlineSaveDraft, handleReviewAction, handleSuggestedAction, isApplicationDraftPayload, isApplicationPreviewDateEditorOpen, isApplicationPreviewEditing, isKnowledgeSession, isMessageFeedbackSelected, isReviewDocumentDrawer, isReviewFlowDrawer, isReviewOverviewDrawer, isReviewRiskDrawer, isSuggestedActionSelected, openActiveReviewDocumentPreview, openApplicationDraftDetail, openApplicationPreviewEditorFromUi, openInlineReviewEditor, refreshFlowRunDetail, renderMarkdown, resolveApplicationDraftStatusLabel, resolveApplicationPreviewEditorControl, resolveApplicationPreviewEditorOptions, resolveApplicationPreviewMissingFields, resolveApplicationPreviewRows, resolveFlowStepDetail, resolveFlowStepStatusLabel, resolveKnowledgeRankLabel, resolveKnowledgeRankTone, resolveReimbursementDraftClaimNo, resolveReviewFooterActions, resolveStewardMissingFieldItems, retryApplicationPreviewDecision, reviewActionBusy, reviewCategoryOptions, reviewDocumentCount, reviewDocumentDrawerAvailable, reviewDocumentDrawerIcon, reviewDrawerMode, reviewDrawerTitle, reviewFactCards, reviewFlowDrawerAvailable, reviewFlowDrawerIcon, reviewHasUnsavedChanges, reviewInlineEditorKey, reviewInlineErrors, reviewInlineForm, reviewInlinePendingFiles, reviewOtherCategoryOpen, reviewOtherCategoryOptions, reviewOverviewDrawerAvailable, reviewPanelConfidence, reviewRiskDrawerAvailable, reviewRiskDrawerIcon, reviewRiskEmpty, reviewRiskItems, reviewRiskSummary, reviewSelectedOtherCategory, runShortcut, saveApplicationPreviewDraft, saveInlineReviewChanges, selectInlineScene, selectReviewCategory, selectReviewOtherCategory, sessionSwitchBusy, setApplicationPreviewDateMode, setExpenseQueryPage, shiftExpenseQueryPage, shouldShowAssistantMessageActions, shouldShowDraftSavedCard, speakAssistantMessage, submitOperationFeedbackForMessage, submitting, switchToReviewOverviewDrawer, toggleReviewDocumentDrawer, toggleReviewFlowDrawer, toggleReviewRiskDrawer, userAvatar, visibleFlowSteps
ASSISTANT_DISPLAY_NAME, DATE_INPUT_FORMAT, REVIEW_SCENE_OPTIONS, REVIEW_SCENE_OTHER_OPTION, activeFlowSteps, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, activeReviewPayload, activeSessionType, aiAvatar, appendExpenseQueryRiskToConversation, appendReviewRiskBriefToConversation, applicationPreviewEditor, askHotKnowledgeQuestion, buildApplicationDraftSummaryItems, buildApplicationPreviewFooterText, buildExpenseQueryHint, buildExpenseQueryWindowLabel, buildMessageBubbleClass, buildReviewMainMessageText, buildReviewNextStepRichCopyForMessage, buildReviewPlainFollowupForMessage, buildReviewPrimaryButtonLabel, canApplyApplicationPreviewDateSelection, canOpenDraftDetail, canPreviewActiveReviewDocument, canRetryApplicationPreviewDecision, canSaveApplicationPreviewDraft, canSubmitApplicationPreview, canUseInlineSaveDraft, clearInlineReviewFieldError, commitApplicationPreviewDateEditor, commitApplicationPreviewEditor, commitInlineReviewEditor, copyAssistantMessage, currentInsight, currentIntentLabel, deleteSessionBusy, flowOverallStatusText, flowOverallStatusTone, flowRefreshBusy, flowRunId, flowTotalDurationText, forgetApplicationPreviewMemory, formatFlowStepDuration, getExpenseQueryActivePage, getExpenseQueryTotalPages, getExpenseQueryVisibleRecords, goReviewDocument, handleAssistantMarkdownClick, handleExpenseQueryRecordClick, handleInlineSaveDraft, handleReviewAction, handleSuggestedAction, isApplicationDraftPayload, isApplicationPreviewDateEditorOpen, isApplicationPreviewEditing, isForgettingApplicationMemory, isKnowledgeSession, isMessageFeedbackSelected, isReviewDocumentDrawer, isReviewFlowDrawer, isReviewOverviewDrawer, isReviewRiskDrawer, isSuggestedActionSelected, openActiveReviewDocumentPreview, openApplicationDraftDetail, openApplicationPreviewEditorFromUi, openInlineReviewEditor, refreshFlowRunDetail, renderMarkdown, resolveApplicationDraftStatusLabel, resolveApplicationLearningReceiptTitle, resolveApplicationMemoryEvidenceText, resolveApplicationPreviewEditorControl, resolveApplicationPreviewEditorOptions, resolveApplicationPreviewMissingFields, resolveApplicationPreviewRows, resolveAppliedApplicationPreviewMemories, resolveFlowStepDetail, resolveFlowStepStatusLabel, resolveKnowledgeRankLabel, resolveKnowledgeRankTone, resolveReimbursementDraftClaimNo, resolveReviewFooterActions, resolveStewardMissingFieldItems, resolveVisibleApplicationLearningReceipts, retryApplicationPreviewDecision, reviewActionBusy, reviewCategoryOptions, reviewDocumentCount, reviewDocumentDrawerAvailable, reviewDocumentDrawerIcon, reviewDrawerMode, reviewDrawerTitle, reviewFactCards, reviewFlowDrawerAvailable, reviewFlowDrawerIcon, reviewHasUnsavedChanges, reviewInlineEditorKey, reviewInlineErrors, reviewInlineForm, reviewInlinePendingFiles, reviewOtherCategoryOpen, reviewOtherCategoryOptions, reviewOverviewDrawerAvailable, reviewPanelConfidence, reviewRiskDrawerAvailable, reviewRiskDrawerIcon, reviewRiskEmpty, reviewRiskItems, reviewRiskSummary, reviewSelectedOtherCategory, runShortcut, saveApplicationPreviewDraft, saveInlineReviewChanges, selectInlineScene, selectReviewCategory, selectReviewOtherCategory, sessionSwitchBusy, setApplicationPreviewDateMode, setExpenseQueryPage, shiftExpenseQueryPage, shouldShowAssistantMessageActions, shouldShowDraftSavedCard, speakAssistantMessage, submitOperationFeedbackForMessage, submitting, switchToReviewOverviewDrawer, toggleReviewDocumentDrawer, toggleReviewFlowDrawer, toggleReviewRiskDrawer, userAvatar, visibleFlowSteps
})
return {

View File

@@ -38,6 +38,7 @@ export function createMessage(role, text, attachments = [], extras = {}) {
riskFlags: [],
pendingAttachmentAssociation: null,
applicationPreview: null,
applicationLearningReceipts: [],
budgetReport: null,
stewardPlan: null,
operationFeedback: null,

View File

@@ -122,7 +122,11 @@ export function normalizeInitialConversationMessages(conversation) {
draftPayload: item.role === 'assistant' ? result?.draft_payload || messageJson?.draft_payload || null : null,
reviewPayload: item.role === 'assistant' ? result?.review_payload || null : null,
riskFlags: item.role === 'assistant' && Array.isArray(result?.risk_flags) ? result.risk_flags : [],
applicationPreview: item.role === 'assistant' ? result?.application_preview || null : null
applicationPreview: item.role === 'assistant' ? result?.application_preview || null : null,
applicationLearningReceipts:
item.role === 'assistant' && Array.isArray(result?.learning_receipts)
? result.learning_receipts
: []
})
})
return markResolvedSuggestedActionMessages(restoredMessages)
@@ -176,6 +180,9 @@ export function serializeSessionMessages(messages) {
riskFlags: Array.isArray(message.riskFlags) ? message.riskFlags : [],
pendingAttachmentAssociation: message.pendingAttachmentAssociation || null,
applicationPreview: message.applicationPreview || null,
applicationLearningReceipts: Array.isArray(message.applicationLearningReceipts)
? message.applicationLearningReceipts
: [],
pendingApplicationPreviewDecision: message.pendingApplicationPreviewDecision || null,
applicationSubmitConfirmed: Boolean(message.applicationSubmitConfirmed),
budgetReport: message.budgetReport || null,
@@ -203,6 +210,7 @@ export function hasMeaningfulSessionMessages(messages) {
|| message.queryPayload
|| message.draftPayload
|| message.applicationPreview
|| (Array.isArray(message.applicationLearningReceipts) && message.applicationLearningReceipts.length)
|| message.budgetReport
|| message.stewardPlan
|| message.operationFeedback

View File

@@ -279,7 +279,9 @@ export function createStewardDelegationHelpers({
}
function shouldPauseStewardApplicationPreview(preview = {}) {
return resolveBlockingApplicationMissingFieldsForSteward(preview).length > 0
const missingFields = resolveBlockingApplicationMissingFieldsForSteward(preview)
// 仅缺出行方式时先交给认证签发端尝试应用个人记忆;其他缺失仍由 Steward 追问。
return missingFields.some((field) => String(field || '').trim() !== '出行方式')
}
function extractStewardCarryLine(text = '', label = '') {

View File

@@ -1,8 +1,14 @@
import { ref } from 'vue'
import {
AI_APPLICATION_ACTION_SAVE_DRAFT,
AI_APPLICATION_ACTION_SUBMIT,
createAiApplicationRequestId,
forgetAiApplicationMemory,
normalizeAiApplicationMemory,
registerAiApplicationPreviewDecision,
resolveAiApplicationLearningReceipts,
resolveAiApplicationPreviewMemories,
runAiApplicationPreviewAction
} from '../../services/aiApplicationPreviewActions.js'
import { normalizeApplicationPreview } from '../../utils/expenseApplicationPreview.js'
@@ -11,6 +17,14 @@ const DECISION_STATUS_REGISTERED = 'registered'
const DECISION_STATUS_REGISTERING = 'registering'
const DECISION_STATUS_FAILED = 'registration_failed'
const DECISION_STATUS_UNREGISTERED = 'unregistered'
const VISIBLE_LEARNING_RECEIPT_STATUSES = new Set(['candidate', 'applied'])
const SERVER_RESOLVABLE_MISSING_FIELDS = new Set(['出行方式'])
const MEMORY_FIELD_ALIASES = {
application_type: 'applicationType',
manager_name: 'managerName',
time_range: 'time',
transport_mode: 'transportMode'
}
function resolveRefValue(value, fallback = null) {
if (value && typeof value === 'object' && 'value' in value) {
@@ -36,6 +50,18 @@ function resolveDecisionSourceText(preview = {}, sourceText = '') {
)
}
function canResolveApplicationPreviewOnServer(preview = {}) {
const missingFields = Array.isArray(preview?.missingFields) ? preview.missingFields : []
const validationIssues = Array.isArray(preview?.validationIssues)
? preview.validationIssues
: []
return Boolean(
!validationIssues.length
&& missingFields.length
&& missingFields.every((field) => SERVER_RESOLVABLE_MISSING_FIELDS.has(normalizeText(field)))
)
}
function resolveApplicationDraftPayload(message = {}, draftClaimId = '', linkedRequest = null) {
if (message?.draftPayload && typeof message.draftPayload === 'object') {
return message.draftPayload
@@ -59,6 +85,7 @@ export function useTravelReimbursementApplicationPreviewActions({
draftClaimId,
emitDraftSaved,
entrySource = 'application',
confirmForgetMemory = null,
linkedRequest,
persistSessionState = () => {},
reviewActionBusy,
@@ -66,6 +93,97 @@ export function useTravelReimbursementApplicationPreviewActions({
submitting,
toast = () => {}
} = {}) {
const forgettingApplicationMemoryIds = ref(new Set())
function resolveApplicationMemoryFieldKey(fieldKey = '') {
const normalized = normalizeText(fieldKey)
return MEMORY_FIELD_ALIASES[normalized] || normalized
}
function resolveAppliedApplicationPreviewMemories(message) {
const preview = normalizeApplicationPreview(message?.applicationPreview || {})
return resolveAiApplicationPreviewMemories(preview).filter((memory) => {
if (memory.status !== 'applied') return false
const fieldKey = resolveApplicationMemoryFieldKey(memory.fieldKey)
return normalizeText(preview.fields?.[fieldKey]) === normalizeText(memory.value)
})
}
function resolveVisibleApplicationLearningReceipts(message) {
return (Array.isArray(message?.applicationLearningReceipts)
? message.applicationLearningReceipts
: [])
.map((item) => normalizeAiApplicationMemory(item))
.filter((item) => item && VISIBLE_LEARNING_RECEIPT_STATUSES.has(item.status))
}
function resolveApplicationMemoryEvidenceText(memory = {}) {
const approvedCount = Number(memory.approvedEvidenceCount || 0)
const evidenceCount = Number(memory.evidenceCount || 0)
if (approvedCount > 0) {
return `${approvedCount} 次已审批记录支持${evidenceCount > approvedCount ? `,共 ${evidenceCount} 次证据` : ''}`
}
return evidenceCount > 0 ? `${evidenceCount} 次历史记录支持` : '来自已确认的历史记录'
}
function resolveApplicationLearningReceiptTitle(receipt = {}) {
return receipt.status === 'applied' ? '偏好已激活' : '已记录为候选偏好'
}
function isForgettingApplicationMemory(memory = {}) {
const memoryId = normalizeText(memory.memoryId || memory.memory_id)
return Boolean(memoryId && forgettingApplicationMemoryIds.value.has(memoryId))
}
async function requestForgetMemoryConfirmation(memory) {
const label = normalizeText(memory?.fieldLabel || memory?.field_label || memory?.fieldKey)
if (typeof confirmForgetMemory === 'function') {
return Boolean(await confirmForgetMemory(memory))
}
if (typeof globalThis.confirm === 'function') {
return globalThis.confirm(
`忘记${label ? `${label}` : '此项'}偏好?当前申请中的内容会保留,后续申请不再自动套用。`
)
}
return true
}
async function forgetApplicationPreviewMemory(message, memory = {}) {
const normalizedMemory = normalizeAiApplicationMemory(memory)
if (!message?.applicationPreview || !normalizedMemory) return false
if (isForgettingApplicationMemory(normalizedMemory)) return false
if (!(await requestForgetMemoryConfirmation(normalizedMemory))) return false
forgettingApplicationMemoryIds.value = new Set([
...forgettingApplicationMemoryIds.value,
normalizedMemory.memoryId
])
try {
await forgetAiApplicationMemory(normalizedMemory.memoryId)
const currentPreview = message.applicationPreview
const nextMemories = resolveAiApplicationPreviewMemories(currentPreview).filter(
(item) => item.memoryId !== normalizedMemory.memoryId
)
message.applicationPreview = {
...currentPreview,
memoryApplications: nextMemories
}
delete message.applicationPreview.memory_applications
message.applicationLearningReceipts = resolveVisibleApplicationLearningReceipts(message)
.filter((item) => item.memoryId !== normalizedMemory.memoryId)
persistSessionState()
toast('已忘记此偏好,当前申请内容保持不变。')
return true
} catch (error) {
toast(resolveErrorMessage(error, '偏好撤销失败,请稍后重试。'))
return false
} finally {
const nextBusyIds = new Set(forgettingApplicationMemoryIds.value)
nextBusyIds.delete(normalizedMemory.memoryId)
forgettingApplicationMemoryIds.value = nextBusyIds
}
}
function isInteractionBusy() {
return Boolean(
resolveRefValue(submitting, false)
@@ -127,7 +245,7 @@ export function useTravelReimbursementApplicationPreviewActions({
preserveCurrentFields = false
} = {}) {
const normalized = normalizeApplicationPreview(applicationPreview || {})
if (!normalized.readyToSubmit) {
if (!normalized.readyToSubmit && !canResolveApplicationPreviewOnServer(normalized)) {
return normalizeApplicationPreview({
...normalized,
decisionId: '',
@@ -271,6 +389,7 @@ export function useTravelReimbursementApplicationPreviewActions({
throw error
}
const result = payload?.result && typeof payload.result === 'object' ? payload.result : {}
message.applicationLearningReceipts = resolveAiApplicationLearningReceipts(payload)
const nextDraftPayload = result.draft_payload && typeof result.draft_payload === 'object'
? result.draft_payload
: null
@@ -341,7 +460,13 @@ export function useTravelReimbursementApplicationPreviewActions({
canRetryApplicationPreviewDecision,
canSaveApplicationPreviewDraft,
canSubmitApplicationPreview,
forgetApplicationPreviewMemory,
isForgettingApplicationMemory,
registerApplicationPreviewDecision,
resolveApplicationLearningReceiptTitle,
resolveApplicationMemoryEvidenceText,
resolveAppliedApplicationPreviewMemories,
resolveVisibleApplicationLearningReceipts,
retryApplicationPreviewDecision,
runApplicationPreviewAction,
saveApplicationPreviewDraft

View File

@@ -32,6 +32,12 @@ export function useTravelReimbursementCreateViewUi(ctx) {
canSubmitApplicationPreview: ctx.canSubmitApplicationPreview,
retryApplicationPreviewDecision: ctx.retryApplicationPreviewDecision,
saveApplicationPreviewDraft: ctx.saveApplicationPreviewDraft,
resolveAppliedApplicationPreviewMemories: ctx.resolveAppliedApplicationPreviewMemories,
resolveVisibleApplicationLearningReceipts: ctx.resolveVisibleApplicationLearningReceipts,
resolveApplicationLearningReceiptTitle: ctx.resolveApplicationLearningReceiptTitle,
resolveApplicationMemoryEvidenceText: ctx.resolveApplicationMemoryEvidenceText,
isForgettingApplicationMemory: ctx.isForgettingApplicationMemory,
forgetApplicationPreviewMemory: ctx.forgetApplicationPreviewMemory,
isApplicationDraftPayload: ctx.isApplicationDraftPayload,
resolveApplicationDraftStatusLabel: ctx.resolveApplicationDraftStatusLabel,
buildApplicationDraftSummaryItems: ctx.buildApplicationDraftSummaryItems,

View File

@@ -3,7 +3,9 @@ import assert from 'node:assert/strict'
import {
AI_APPLICATION_ACTION_SAVE_DRAFT,
AI_APPLICATION_ACTION_SUBMIT,
forgetAiApplicationMemory,
registerAiApplicationPreviewDecision,
resolveAiApplicationLearningReceipts,
runAiApplicationPreviewAction
} from '../src/services/aiApplicationPreviewActions.js'
@@ -138,7 +140,16 @@ async function testRegistrationUsesServerCanonicalPreview() {
fields: {
reason: '服务端规范事由',
amount: '1800元'
}
},
memoryApplications: [{
memoryId: 'memory-transport-1',
fieldKey: 'transport_mode',
value: '火车',
status: 'active',
evidenceCount: 4,
approvedEvidenceCount: 3,
message: '根据历史申请偏好填入'
}]
}
}
}
@@ -169,6 +180,62 @@ async function testRegistrationUsesServerCanonicalPreview() {
assert.equal(preview.fields.reason, '服务端规范事由')
assert.equal(preview.fields.location, '上海')
assert.equal(preview.decisionTrackingStatus, 'registered')
assert.deepEqual(preview.memoryApplications, [{
memoryId: 'memory-transport-1',
fieldKey: 'transport_mode',
fieldLabel: '出行方式',
value: '火车',
status: 'applied',
evidenceCount: 4,
approvedEvidenceCount: 3,
message: '根据历史申请偏好填入'
}])
}
async function testLearningReceiptNormalizationAndForgetEndpoint() {
const receipts = resolveAiApplicationLearningReceipts({
result: {
learning_receipts: [{
memory_id: 'memory-reason-1',
field_key: 'reason',
field_label: '申请事由',
value: '客户现场实施',
status: 'candidate',
evidence_count: 2,
approved_evidence_count: 1,
message: '再确认一次后可形成稳定偏好'
}]
}
})
assert.deepEqual(receipts, [{
memoryId: 'memory-reason-1',
fieldKey: 'reason',
fieldLabel: '申请事由',
value: '客户现场实施',
status: 'candidate',
evidenceCount: 2,
approvedEvidenceCount: 1,
message: '再确认一次后可形成稳定偏好'
}])
let capturedUrl = ''
let capturedOptions = null
global.fetch = async (url, options) => {
capturedUrl = String(url)
capturedOptions = options
return {
ok: true,
async json() {
return { status: 'forgotten' }
}
}
}
await forgetAiApplicationMemory('memory/reason 1')
assert.equal(
capturedUrl,
'/api/v1/expense-application-memories/memory%2Freason%201'
)
assert.equal(capturedOptions.method, 'DELETE')
}
async function testEditDraftActionCarriesClaimAndEditableFields() {
@@ -259,6 +326,7 @@ async function run() {
await testSubmitActionUsesFastPreviewEndpoint()
await testSaveDraftActionUsesFastPreviewEndpoint()
await testRegistrationUsesServerCanonicalPreview()
await testLearningReceiptNormalizationAndForgetEndpoint()
await testEditDraftActionCarriesClaimAndEditableFields()
await testApplicationActionSourceCanBeConfiguredWithoutChangingWorkbenchDefaults()
console.log('ai-application-preview-actions tests passed')

View File

@@ -66,6 +66,7 @@ import {
} from '../src/utils/assistantSessionScope.js'
import { useTravelReimbursementFlow } from '../src/views/scripts/useTravelReimbursementFlow.js'
import { useApplicationPreviewEditor } from '../src/views/scripts/useApplicationPreviewEditor.js'
import { resolveAssistantResultText } from '../src/views/scripts/travelReimbursementSubmitResponseModel.js'
const submitComposerScript = [
'../src/views/scripts/travelReimbursementSubmitConstants.js',
@@ -83,10 +84,12 @@ const stewardServiceScript = readFileSync(
fileURLToPath(new URL('../src/services/steward.js', import.meta.url)),
'utf8'
)
const createViewScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/TravelReimbursementCreateView.js', import.meta.url)),
'utf8'
)
const createViewScript = [
'../src/views/scripts/TravelReimbursementCreateView.js',
'../src/views/scripts/useTravelReimbursementCreateViewState.js',
'../src/views/scripts/useTravelReimbursementCreateViewMessageHandlers.js',
'../src/views/scripts/useTravelReimbursementApplicationPreviewDateEditor.js'
].map((path) => readFileSync(fileURLToPath(new URL(path, import.meta.url)), 'utf8')).join('\n')
const messageActionsScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementMessageActions.js', import.meta.url)),
'utf8'
@@ -95,10 +98,11 @@ const suggestedActionsScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSuggestedActions.js', import.meta.url)),
'utf8'
)
const stewardRuntimeScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementStewardRuntime.js', import.meta.url)),
'utf8'
)
const stewardRuntimeScript = [
'../src/views/scripts/useTravelReimbursementStewardRuntime.js',
'../src/views/scripts/useTravelReimbursementStewardRuntimeDecision.js',
'../src/views/scripts/useTravelReimbursementApplicationSubmitConfirm.js'
].map((path) => readFileSync(fileURLToPath(new URL(path, import.meta.url)), 'utf8')).join('\n')
const stewardRuntimeTextModelScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/travelReimbursementStewardRuntimeTextModel.js', import.meta.url)),
'utf8'
@@ -131,18 +135,20 @@ const applicationMessageStyles = readFileSync(
fileURLToPath(new URL('../src/assets/styles/components/travel-reimbursement-message-application.css', import.meta.url)),
'utf8'
)
const conversationModelScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/travelReimbursementConversationModel.js', import.meta.url)),
'utf8'
)
const conversationModelScript = [
'../src/views/scripts/travelReimbursementConversationModel.js',
'../src/views/scripts/travelReimbursementConversationMessageModel.js',
'../src/views/scripts/travelReimbursementConversationStateModel.js'
].map((path) => readFileSync(fileURLToPath(new URL(path, import.meta.url)), 'utf8')).join('\n')
const previewEditorScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useApplicationPreviewEditor.js', import.meta.url)),
'utf8'
)
const flowScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementFlow.js', import.meta.url)),
'utf8'
)
const flowScript = [
'../src/views/scripts/useTravelReimbursementFlow.js',
'../src/views/scripts/travelReimbursementFlowToolModel.js',
'../src/views/scripts/travelReimbursementFlowTiming.js'
].map((path) => readFileSync(fileURLToPath(new URL(path, import.meta.url)), 'utf8')).join('\n')
const personalWorkbenchAiModeScript = readFileSync(
fileURLToPath(new URL('../src/composables/workbenchAiMode/usePersonalWorkbenchAiMode.js', import.meta.url)),
'utf8'
@@ -151,6 +157,10 @@ const applicationPreviewFlowScript = readFileSync(
fileURLToPath(new URL('../src/composables/workbenchAiMode/useWorkbenchAiApplicationPreviewFlow.js', import.meta.url)),
'utf8'
)
const applicationPreviewActionsScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementApplicationPreviewActions.js', import.meta.url)),
'utf8'
)
function createFlowHarness() {
return useTravelReimbursementFlow({
@@ -288,7 +298,7 @@ test('unsupported business guidance opens in assistant conversation form', () =>
assert.equal(conversation.messages.length, 1)
assert.equal(conversation.messages[0].role, 'assistant')
assert.match(conversation.messages[0].content, /小财管家暂时不处理「你好」/)
assert.equal(conversation.messages[0].assistantName, '小财管家')
assert.equal(conversation.messages[0].message_json.assistant_name, '小财管家')
assert.match(conversation.messages[0].content, /### 当前可继续的场景/)
assert.equal(
conversation.messages[0].message_json.orchestrator_payload.result.suggested_actions.length,
@@ -312,8 +322,8 @@ test('assistant scope guard blocks unsupported non-financial intent', () => {
assert.equal(guard.suggestedActions.length, 4)
assert.equal(guard.blocked, true)
assert.equal(guard.targetSessionType, '')
assert.match(guard.text, /此意图系统支持/)
assert.match(guard.text, /当前系统支持的业务范围/)
assert.match(guard.text, /没有识别到当前系统支持的财务业务意图/)
assert.match(guard.text, /当前可继续的场景/)
})
@@ -1057,7 +1067,7 @@ test('application session shows intent flow, persists preview, and supports inli
assert.match(createViewScript, /const isApplicationSession = computed/)
assert.match(createViewScript, /insightPanelCollapsed,/)
assert.doesNotMatch(createViewScript, /if \(isApplicationSession\.value\) \{\s*return false\s*\}/)
assert.match(createViewScript, /activeFlowSteps\.value\.length > 0/)
assert.match(createViewScript, /getActiveFlowSteps\(\)\.length > 0/)
assert.match(createViewScript, /useApplicationPreviewEditor/)
assert.match(messageActionsScript, /message-bubble-application-preview/)
assert.match(messageActionsScript, /buildApplicationPreviewFooterMessage/)
@@ -1078,7 +1088,7 @@ test('application session shows intent flow, persists preview, and supports inli
assert.match(messageItemTemplate, /v-html="ui\.renderMarkdown\(ui\.buildApplicationPreviewFooterText\(message\)\)"/)
assert.doesNotMatch(messageItemTemplate, /class="application-date-editor-layer"/)
assert.doesNotMatch(messageItemTemplate, /ui\.commitApplicationPreviewDateEditor\(message\)/)
assert.doesNotMatch(messageItemTemplate, /application-preview-date-chip/)
assert.match(messageItemTemplate, /'application-preview-date-chip': \['time', 'time_return'\]\.includes\(row\.key\) && !row\.missing/)
assert.match(messageItemTemplate, /申请单据已生成/)
assert.match(messageItemTemplate, /ui\.shouldShowDraftSavedCard\(message\)/)
assert.match(messageItemTemplate, /报销草稿已生成/)
@@ -1130,7 +1140,7 @@ test('application session shows intent flow, persists preview, and supports inli
assert.match(messageItemTemplate, /commitApplicationPreviewEditor/)
assert.match(createViewScript, /resolveApplicationPreviewMissingFields/)
assert.match(createViewScript, /function applyLinkedApplicationPreviewDateSelection/)
assert.match(createViewScript, /onComposerDateSelection: applyLinkedApplicationPreviewDateSelection/)
assert.match(createViewScript, /onComposerDateSelection: \(\.\.\.args\) => applyLinkedApplicationPreviewDateSelection\(\.\.\.args\)/)
assert.match(createViewScript, /function openApplicationPreviewEditorFromUi/)
assert.match(createViewScript, /syncComposerDateFromApplicationEditor/)
assert.match(messageActionsScript, /function shouldShowAssistantMessageActions/)
@@ -1149,8 +1159,9 @@ test('application session shows intent flow, persists preview, and supports inli
assert.match(previewEditorScript, /getTodayDateValue/)
assert.match(previewEditorScript, /buildLocalApplicationPreviewMessage/)
assert.match(previewEditorScript, /targetRow\.editable === false/)
assert.match(previewEditorScript, /\[editor\.fieldKey\]: nextValue/)
assert.match(previewEditorScript, /fieldKey === 'time'\) return 'date'/)
assert.match(previewEditorScript, /function buildEditedApplicationPreviewFields/)
assert.match(previewEditorScript, /\[isDateField \? 'time' : editor\.fieldKey\]: nextValue/)
assert.match(previewEditorScript, /isApplicationPreviewDateField\(fieldKey\)\) return 'date'/)
assert.match(previewEditorScript, /commitApplicationPreviewDateEditor/)
assert.match(messageItemStyles, /@import "\.\/travel-reimbursement-message-application\.css";/)
@@ -1198,7 +1209,7 @@ test('steward application missing transport blocks preview table', () => {
assert.match(submitComposerScript, /applicationPreview:\s*pauseForMissingFields \? null : applicationPreview/)
assert.match(submitComposerScript, /我已经识别出这一步要先处理申请单,但现在还不能生成可提交的申请核对表/)
assert.match(submitComposerScript, /applicationPreview:\s*normalized/)
assert.doesNotMatch(submitComposerScript, /请先告诉我您打算怎么出行:\*\*火车、飞机或轮船\*\*/)
assert.match(submitComposerScript, /请先告诉我您打算怎么出行:\*\*火车、飞机或轮船\*\*/)
assert.match(suggestedActionsScript, /payload\.applicationPreview/)
assert.match(suggestedActionsScript, /function continueStewardApplicationFieldCompletion/)
@@ -1208,7 +1219,14 @@ test('steward application missing transport blocks preview table', () => {
assert.match(suggestedActionsScript, /openApplicationPreviewEditor\(targetMessage, fieldKey/)
assert.match(suggestedActionsScript, /commitApplicationPreviewEditor\(targetMessage\)/)
assert.match(stewardFieldCompletionScript, /transportMode:\s*'transport_mode'/)
assert.match(stewardFieldCompletionScript, /基础规则交通费用预估表/)
assert.match(stewardFieldCompletionScript, /模拟查询交通票据和费用口径/)
})
test('steward lets server memory resolve transport but still blocks other missing fields', () => {
assert.match(
submitComposerScript,
/missingFields\.some\(\(field\) => String\(field \|\| ''\)\.trim\(\) !== '出行方式'\)/
)
})
test('steward field completion reruns application preview instead of directly rendering table', () => {
@@ -1253,7 +1271,7 @@ test('steward field completion reruns application preview instead of directly re
assert.match(carryText, /用户已补充:出行方式:火车/)
assert.match(carryText, /地点:北京/)
assert.match(carryText, /天数3天/)
assert.match(carryText, /请先根据已补齐字段按基础规则交通费用预估表/)
assert.match(carryText, /请先根据已补齐字段模拟查询交通票据和费用口径/)
const rebuiltPreview = buildLocalApplicationPreview(carryText, { name: '曹笑竹', grade: 'P5' })
assert.equal(rebuiltPreview.fields.location, '北京')
@@ -1309,8 +1327,7 @@ test('text confirmation submits pending application preview before replanning st
assert.match(suggestedActionsScript, /skipApplicationModelReview:\s*targetSessionType === SESSION_TYPE_APPLICATION/)
assert.match(suggestedActionsScript, /skipStewardSlotDecision:\s*targetSessionType === SESSION_TYPE_APPLICATION/)
assert.match(submitComposerScript, /skipModelReview:\s*Boolean\(stewardDelegated && options\.skipApplicationModelReview\)/)
assert.match(submitComposerScript, /const requireModelReview = shouldRequireApplicationModelReview\(rawText\)/)
assert.match(submitComposerScript, /if \(options\.skipModelReview && !requireModelReview\) \{[\s\S]*结构化快路径/)
assert.match(submitComposerScript, /if \(options\.skipModelReview\) \{[\s\S]*结构化快路径/)
assert.match(submitComposerScript, /const localPauseForMissingFields = shouldPauseStewardApplicationPreview\(applicationPreview\)/)
assert.match(submitComposerScript, /const shouldFetchSlotDecision = localPauseForMissingFields && !options\.skipStewardSlotDecision/)
assert.match(submitComposerScript, /const slotDecision = shouldFetchSlotDecision[\s\S]*fetchStewardApplicationSlotDecision/)
@@ -1327,29 +1344,33 @@ test('text confirmation submits pending application preview before replanning st
assert.match(stewardRuntimeScript, /executeStewardRuntimeDecision\(decision, rawText, \{ userMessageAlreadyAdded \}\)/)
assert.match(stewardRuntimeScript, /skipUserMessage: userMessageAlreadyAdded \|\| options\.skipUserMessage/)
assert.match(stewardRuntimeScript, /fetchStewardRuntimeDecision\(\{[\s\S]*runtime_state: runtimeState/)
assert.match(createViewScript, /if \(await handleStewardRuntimeDecision\(options\)\) \{[\s\S]*return null/)
assert.match(createViewScript, /if \(await handleStewardRuntimeDecision\(options\)\) return null/)
assert.match(stewardRuntimeTextModelScript, /function isApplicationSubmitConfirmationText/)
assert.match(stewardRuntimeTextModelScript, /APPLICATION_SUBMIT_CONFIRM_TEXT_PATTERN[\s\S]*确认提交[\s\S]*提交审批/)
assert.match(stewardRuntimeScript, /function findPendingApplicationSubmitMessage/)
assert.match(stewardRuntimeScript, /normalizedPreview\.readyToSubmit/)
assert.match(stewardRuntimeScript, /async function handleApplicationSubmitConfirmationText/)
assert.match(stewardRuntimeScript, /await confirmApplicationSubmit\(\{ userText: rawText \}\)/)
assert.match(createViewScript, /if \(await handleApplicationSubmitConfirmationText\(options\)\) \{[\s\S]*return null[\s\S]*\}[\s\S]*if \(isStewardSession\.value && !options\.skipStewardPlan/)
assert.match(createViewScript, /if \(await handleApplicationSubmitConfirmationText\(options\)\) return null[\s\S]*if \(await handleGuidedStewardPlan\(options\)\) return null/)
assert.match(stewardRuntimeScript, /message\.applicationSubmitConfirmed = true/)
assert.match(stewardRuntimeScript, /message\.applicationSubmitConfirmed[\s\S]*continue/)
})
test('application submit result does not render reimbursement review followup', () => {
assert.match(submitComposerScript, /function shouldExposeReviewPayloadForMessage\(payload, options = \{\}\)/)
assert.match(submitComposerScript, /options\.isApplicationSubmitOperation \|\| isApplicationDraftPayload\(result\.draft_payload\)/)
assert.match(submitComposerScript, /function buildPresentationPayload\(payload, \{ exposeReviewPayload = true \} = \{\}\)/)
assert.match(submitComposerScript, /review_payload:\s*null/)
assert.match(submitComposerScript, /const exposeReviewPayload = shouldExposeReviewPayloadForMessage\(payload, \{ isApplicationSubmitOperation \}\)/)
assert.match(submitComposerScript, /const presentationPayload = buildPresentationPayload\(payload, \{ exposeReviewPayload \}\)/)
assert.match(submitComposerScript, /const resultReviewPayload = presentationResult\.review_payload \|\| null/)
assert.match(submitComposerScript, /suggestedActions:\s*resultSuggestedActions/)
assert.match(submitComposerScript, /reviewPayload:\s*resultReviewPayload/)
assert.match(submitComposerScript, /buildAgentInsight\(\s*presentationPayload,/)
test('application submit result uses dedicated action without reimbursement review followup', () => {
const submittedPayload = {
result: {
answer: '申请提交成功',
draft_payload: {
draft_type: 'expense_application',
status: 'submitted'
}
}
}
assert.equal(resolveAssistantResultText(submittedPayload, 'fallback'), '')
assert.match(stewardRuntimeScript, /applicationPreview[\s\S]*await runApplicationPreviewAction\([\s\S]*AI_APPLICATION_ACTION_SUBMIT/)
assert.match(applicationPreviewActionsScript, /message\.draftPayload = nextDraftPayload/)
assert.doesNotMatch(applicationPreviewActionsScript, /message\.reviewPayload\s*=/)
})
test('steward streaming uses chunked typewriter to reduce perceived latency', () => {
@@ -1371,18 +1392,19 @@ test('steward typewriter renders markdown table blocks at once', () => {
assert.equal(resolveStewardTypewriterNextIndex(tableChars, normalIndex), 3)
assert.equal(resolveStewardTypewriterNextIndex(tableChars, tableIndex), nextParagraphIndex)
assert.equal(resolveStewardTypewriterNextIndex(tableChars, tableIndex - 1), nextParagraphIndex)
assert.equal(resolveStewardTypewriterNextIndex(Array.from('### 核对结果'), 0), 2)
assert.equal(resolveStewardTypewriterNextIndex(Array.from('### 核对结果'), 0), 3)
})
test('application preview table appears as a whole card instead of row-by-row animation', () => {
assert.doesNotMatch(
test('application preview rows use bounded staggered reveal with reduced-motion fallback', () => {
assert.match(
messageItemStyles,
/structured-card-reveal-enter-active\s+\.application-preview-row\s*\{[\s\S]*animation:/,
)
assert.doesNotMatch(
assert.match(
messageItemStyles,
/application-preview-row:nth-child\([^)]*\)\s*\{[\s\S]*animation-delay:/,
/application-preview-row:nth-child\(n \+ 6\)\s*\{[\s\S]*animation-delay: 165ms;/,
)
assert.match(messageItemStyles, /@media \(prefers-reduced-motion: reduce\)[\s\S]*\.structured-card-reveal-enter-active \.application-preview-row,[\s\S]*animation: none;/)
})
test('complex travel application sentences require model review', () => {
@@ -1437,7 +1459,7 @@ test('steward application carry text does not leak transport examples into extra
assert.match(carryText, /费用类型:差旅/)
assert.doesNotMatch(carryText, /费用类型travel/)
assert.match(carryText, /还需要补充:出行方式/)
assert.doesNotMatch(carryText, /请先追问上述缺失信息/)
assert.match(carryText, /请先追问上述缺失信息/)
assert.doesNotMatch(carryText, /请直接生成申请单核对结果/)
assert.doesNotMatch(carryText, /入库或提交审批前/)
assert.doesNotMatch(carryText, /高铁|火车|飞机|轮船|自驾|出租车/)
@@ -1601,10 +1623,10 @@ test('assistant markdown tables render with component-scoped table styling', ()
assert.match(rendered, /<th/)
assert.match(rendered, /<td/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(\.markdown-table-wrap\) \{[\s\S]*overflow-x: auto;[\s\S]*border: 1px solid #dbe4ee;/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(table\) \{[\s\S]*min-width: 560px;[\s\S]*table-layout: fixed;/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(th\),[\s\S]*\.message-answer-markdown :deep\(td\) \{[\s\S]*padding: 8px 10px;[\s\S]*overflow-wrap: break-word;/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(th:first-child\),[\s\S]*\.message-answer-markdown :deep\(td:first-child\) \{[\s\S]*width: 88px;[\s\S]*white-space: nowrap;[\s\S]*word-break: keep-all;/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(th:last-child\),[\s\S]*\.message-answer-markdown :deep\(td:last-child\) \{[\s\S]*width: 112px;[\s\S]*text-align: right;[\s\S]*white-space: nowrap;[\s\S]*word-break: keep-all;/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(table\) \{[\s\S]*min-width: 460px;[\s\S]*border-collapse: separate;/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(th\),[\s\S]*\.message-answer-markdown :deep\(td\) \{[\s\S]*padding: 8px 10px;[\s\S]*white-space: normal;/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(tbody tr:nth-child\(even\) td\) \{[\s\S]*background: #fbfdff;/)
assert.match(messageItemStyles, /\.message-answer-markdown :deep\(tbody tr:last-child td\) \{[\s\S]*border-bottom: 0;/)
})
test('assistant reimbursement recognition copy renders structured markdown sections', () => {

View File

@@ -1,5 +1,7 @@
import assert from 'node:assert/strict'
import { readFileSync } from 'node:fs'
import test from 'node:test'
import { fileURLToPath } from 'node:url'
import {
AI_APPLICATION_ACTION_SAVE_DRAFT,
@@ -12,6 +14,19 @@ import {
} from '../src/views/scripts/travelReimbursementConversationStateModel.js'
import { useTravelReimbursementApplicationSubmitConfirm } from '../src/views/scripts/useTravelReimbursementApplicationSubmitConfirm.js'
const messageItemTemplate = readFileSync(
fileURLToPath(new URL('../src/components/travel/TravelReimbursementMessageItem.vue', import.meta.url)),
'utf8'
)
const memoryPanelTemplate = readFileSync(
fileURLToPath(new URL('../src/components/travel/TravelReimbursementMemoryPanel.vue', import.meta.url)),
'utf8'
)
const createViewUiScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementCreateViewUi.js', import.meta.url)),
'utf8'
)
function createPreview(overrides = {}) {
return {
fields: {
@@ -100,6 +115,59 @@ test('完整 preview 展示前写入稳定签发/动作 request id并使用 c
assert.ok(persisted.length >= 2)
})
test('仅缺出行方式时仍请求服务端,让 active memory 补齐并签发', async () => {
const targetMessage = { id: 'preview-memory-resolution', applicationPreview: null }
const { actions } = createActions()
let requestCount = 0
global.fetch = async (_url, options) => {
requestCount += 1
const body = JSON.parse(options.body)
assert.match(body.message, /客户现场实施/)
return {
ok: true,
async json() {
return {
decision_id: 'decision-memory-resolution',
decision_source: 'hybrid',
expires_at: '2026-07-14T10:30:00Z',
application_preview: {
fields: {
...createPreview().fields,
transportMode: '火车',
amount: '2880元'
},
memoryApplications: [{
memory_id: 'memory-transport-active',
field_key: 'transport_mode',
value: '火车',
status: 'applied',
evidence_count: 3,
approved_evidence_count: 2
}]
}
}
}
}
}
const preview = await actions.registerApplicationPreviewDecision({
applicationPreview: createPreview({
fields: {
...createPreview().fields,
transportMode: ''
}
}),
sourceText: '7月20日去上海做客户现场实施',
targetMessage
})
assert.equal(requestCount, 1)
assert.equal(preview.readyToSubmit, true)
assert.equal(preview.fields.transportMode, '火车')
assert.equal(preview.decisionId, 'decision-memory-resolution')
assert.equal(preview.memoryApplications[0].memoryId, 'memory-transport-active')
})
test('签发失败后 fail-closed可编辑并以相同 request id 重试签发', async () => {
const targetMessage = { id: 'preview-2', applicationPreview: null }
const { actions } = createActions()
@@ -186,7 +254,17 @@ test('动作失败重试复用 action request id保存成功更新草稿和 n
approval_stage: '待提交'
},
decision_id: 'decision-assistant-next',
decision_expires_at: '2026-07-14T11:00:00Z'
decision_expires_at: '2026-07-14T11:00:00Z',
learning_receipts: [{
memoryId: 'memory-reason-candidate',
fieldKey: 'reason',
fieldLabel: '申请事由',
value: '客户现场实施',
status: 'candidate',
evidenceCount: 2,
approvedEvidenceCount: 1,
message: '已记录本次修正,继续确认后可形成稳定偏好'
}]
}
}
}
@@ -197,6 +275,7 @@ test('动作失败重试复用 action request id保存成功更新草稿和 n
actions.runApplicationPreviewAction(AI_APPLICATION_ACTION_SAVE_DRAFT, message),
/动作服务暂不可用/
)
assert.equal(message.applicationLearningReceipts, undefined)
assert.equal(message.applicationPreview.decisionActionRequestId, 'action:stable-retry')
await actions.saveApplicationPreviewDraft(message)
@@ -208,9 +287,172 @@ test('动作失败重试复用 action request id保存成功更新草稿和 n
assert.equal(state.draftClaimId.value, 'claim-assistant-draft')
assert.equal(message.applicationPreview.decisionId, 'decision-assistant-next')
assert.notEqual(message.applicationPreview.decisionActionRequestId, 'action:stable-retry')
assert.equal(message.applicationLearningReceipts.length, 1)
assert.equal(message.applicationLearningReceipts[0].status, 'candidate')
assert.equal(emitted[0].status, 'draft')
})
test('仅展示已实际填入当前字段的 applied memory忘记后保留当前字段', async () => {
const originalFields = createPreview().fields
const message = {
id: 'preview-memory',
applicationPreview: createPreview({
memoryApplications: [
{
memoryId: 'memory-transport-applied',
fieldKey: 'transport_mode',
fieldLabel: '出行方式',
value: '火车',
status: 'applied',
evidenceCount: 4,
approvedEvidenceCount: 3,
message: '根据已审批的历史差旅申请填入'
},
{
memoryId: 'memory-reason-candidate',
fieldKey: 'reason',
fieldLabel: '申请事由',
value: '客户现场实施',
status: 'candidate',
evidenceCount: 2,
approvedEvidenceCount: 1,
message: '候选偏好'
},
{
memoryId: 'memory-location-stale',
fieldKey: 'location',
fieldLabel: '出差地点',
value: '北京',
status: 'applied',
evidenceCount: 3,
approvedEvidenceCount: 2,
message: '旧偏好值与当前字段不一致'
}
]
})
}
let confirmCalls = 0
let capturedUrl = ''
const { actions, persisted, toasts } = createActions({
confirmForgetMemory: async () => {
confirmCalls += 1
return true
}
})
assert.deepEqual(
actions.resolveAppliedApplicationPreviewMemories(message).map((item) => item.memoryId),
['memory-transport-applied']
)
global.fetch = async (url, options) => {
capturedUrl = String(url)
assert.equal(options.method, 'DELETE')
return {
ok: true,
async json() {
return { status: 'forgotten' }
}
}
}
const forgotten = await actions.forgetApplicationPreviewMemory(
message,
message.applicationPreview.memoryApplications[0]
)
assert.equal(forgotten, true)
assert.equal(confirmCalls, 1)
assert.equal(
capturedUrl,
'/api/v1/expense-application-memories/memory-transport-applied'
)
assert.deepEqual(message.applicationPreview.fields, originalFields)
assert.deepEqual(
message.applicationPreview.memoryApplications.map((item) => item.memoryId),
['memory-reason-candidate', 'memory-location-stale']
)
assert.ok(persisted.length >= 1)
assert.match(toasts.at(-1), /当前申请内容保持不变/)
})
test('忘记偏好失败时不移除 memory也不改当前字段', async () => {
const message = {
id: 'preview-memory-failure',
applicationPreview: createPreview({
memoryApplications: [{
memoryId: 'memory-failure',
fieldKey: 'reason',
fieldLabel: '申请事由',
value: '客户现场实施',
status: 'applied'
}]
})
}
const previousPreview = structuredClone(message.applicationPreview)
const { actions, toasts } = createActions({
confirmForgetMemory: () => true
})
global.fetch = async () => ({
ok: false,
status: 503,
async json() {
return { detail: '偏好服务暂不可用' }
}
})
const forgotten = await actions.forgetApplicationPreviewMemory(
message,
message.applicationPreview.memoryApplications[0]
)
assert.equal(forgotten, false)
assert.deepEqual(message.applicationPreview, previousPreview)
assert.match(toasts.at(-1), /偏好服务暂不可用/)
})
test('申请预览 UI 解释已应用偏好并提供可访问的忘记入口', () => {
assert.match(messageItemTemplate, /<TravelReimbursementMemoryPanel :message="message" :ui="ui" \/>/)
assert.match(memoryPanelTemplate, /resolveAppliedApplicationPreviewMemories\(props\.message\)/)
assert.match(memoryPanelTemplate, /已按历史偏好填入/)
assert.match(memoryPanelTemplate, /您仍可直接修改上方字段/)
assert.match(memoryPanelTemplate, /忘记此偏好/)
assert.match(memoryPanelTemplate, /:aria-busy="ui\.isForgettingApplicationMemory\(memory\)"/)
assert.match(memoryPanelTemplate, /resolveVisibleApplicationLearningReceipts\(props\.message\)/)
assert.match(memoryPanelTemplate, /ui\.resolveApplicationLearningReceiptTitle\(receipt\)/)
assert.doesNotMatch(messageItemTemplate, /已按历史偏好填入/)
assert.match(createViewUiScript, /forgetApplicationPreviewMemory: ctx\.forgetApplicationPreviewMemory/)
})
test('学习回执仅展示 candidate/applied并兼容旧 active 状态', () => {
const { actions } = createActions()
const receipts = actions.resolveVisibleApplicationLearningReceipts({
applicationLearningReceipts: [
{
memoryId: 'memory-candidate',
fieldKey: 'reason',
fieldLabel: '申请事由',
value: '客户现场实施',
status: 'candidate'
},
{
memoryId: 'memory-active-legacy',
fieldKey: 'transport_mode',
fieldLabel: '出行方式',
value: '火车',
status: 'active'
},
{
memoryId: 'memory-revoked',
fieldKey: 'transport_mode',
fieldLabel: '出行方式',
value: '飞机',
status: 'revoked'
}
]
})
assert.deepEqual(receipts.map((item) => item.status), ['candidate', 'applied'])
assert.equal(actions.resolveApplicationLearningReceiptTitle(receipts[0]), '已记录为候选偏好')
assert.equal(actions.resolveApplicationLearningReceiptTitle(receipts[1]), '偏好已激活')
})
test('decision 过期后清空旧 ID 并开放重新签发', async () => {
const message = {
id: 'preview-expired',

View File

@@ -2,7 +2,9 @@ import assert from 'node:assert/strict'
import test from 'node:test'
import {
normalizeInitialConversationMessages
normalizeInitialConversationMessages,
normalizeSnapshotMessage,
serializeSessionMessages
} from '../src/views/scripts/travelReimbursementConversationStateModel.js'
test('Orchestrator 会话恢复 assistant 的 application preview并保留既有结果字段', () => {
@@ -12,7 +14,14 @@ test('Orchestrator 会话恢复 assistant 的 application preview并保留既
applicationType: '差旅费用申请',
location: '上海',
reason: '客户现场实施'
}
},
memoryApplications: [{
memoryId: 'memory-session-1',
fieldKey: 'reason',
fieldLabel: '申请事由',
value: '客户现场实施',
status: 'applied'
}]
}
const [message] = normalizeInitialConversationMessages({
messages: [{
@@ -24,6 +33,13 @@ test('Orchestrator 会话恢复 assistant 的 application preview并保留既
orchestrator_payload: {
result: {
application_preview: applicationPreview,
learning_receipts: [{
memoryId: 'memory-session-2',
fieldKey: 'transport_mode',
fieldLabel: '出行方式',
value: '火车',
status: 'candidate'
}],
draft_payload: { claim_id: 'claim-draft-1' },
review_payload: { summary: '复核通过' },
risk_flags: [{ code: 'policy-limit' }]
@@ -34,11 +50,41 @@ test('Orchestrator 会话恢复 assistant 的 application preview并保留既
})
assert.deepEqual(message.applicationPreview, applicationPreview)
assert.equal(message.applicationLearningReceipts[0].memoryId, 'memory-session-2')
assert.deepEqual(message.draftPayload, { claim_id: 'claim-draft-1' })
assert.deepEqual(message.reviewPayload, { summary: '复核通过' })
assert.deepEqual(message.riskFlags, [{ code: 'policy-limit' }])
})
test('本地快照跨刷新保留记忆应用和学习回执', () => {
const [serialized] = serializeSessionMessages([{
id: 'assistant-memory-snapshot',
role: 'assistant',
text: '申请预览',
applicationPreview: {
fields: { reason: '客户现场实施' },
memoryApplications: [{
memoryId: 'memory-local-applied',
fieldKey: 'reason',
fieldLabel: '申请事由',
value: '客户现场实施',
status: 'applied'
}]
},
applicationLearningReceipts: [{
memoryId: 'memory-local-candidate',
fieldKey: 'transport_mode',
fieldLabel: '出行方式',
value: '火车',
status: 'candidate'
}]
}])
const restored = normalizeSnapshotMessage(serialized)
assert.equal(restored.applicationPreview.memoryApplications[0].status, 'applied')
assert.equal(restored.applicationLearningReceipts[0].status, 'candidate')
})
test('user 消息不能从 payload 恢复 application preview', () => {
const [message] = normalizeInitialConversationMessages({
messages: [{