refactor: consolidate finance workflow modules

server/tests/test_application_fact_resolver.py

@@ -0,0 +1,42 @@
+from __future__ import annotations
+
+from datetime import date
+
+from app.services.application_fact_resolver import (
+    ApplicationFactResolver,
+    resolve_application_facts,
+)
+
+
+def test_application_fact_resolver_extracts_travel_application_fields() -> None:
+    facts = resolve_application_facts(
+        "明天去上海出差3天，辅助国网仿生产环境部署，高铁往返",
+        "expense_application",
+        date(2026, 6, 23),
+    )
+
+    assert facts["expense_type"] == "travel"
+    assert facts["time_range"] == "2026-06-24"
+    assert facts["location"] == "上海"
+    assert facts["reason"] == "辅助国网仿生产环境部署，高铁往返"
+    assert facts["transport_mode"] == "train"
+
+
+def test_application_fact_resolver_preserves_reimbursement_transport_semantics() -> None:
+    facts = resolve_application_facts(
+        "报销昨天去北京客户现场沟通产生的出租车费用",
+        "reimbursement",
+        date(2026, 6, 23),
+    )
+
+    assert facts["expense_type"] == "transport"
+    assert facts["time_range"] == "2026-06-22"
+    assert facts["location"] == "北京"
+    assert facts["reason"] == "去北京客户现场沟通产生的出租车费用"
+    assert facts["transport_mode"] == "taxi"
+
+
+def test_application_fact_resolver_keeps_static_wrapper_api() -> None:
+    assert ApplicationFactResolver.infer_expense_type("打车去客户现场", "expense_application") == "travel"
+    assert ApplicationFactResolver.infer_expense_type("打车去客户现场", "reimbursement") == "transport"
+    assert ApplicationFactResolver.extract_time_range("2026-07-01 去深圳", date(2026, 6, 23)) == "2026-07-01"

server/tests/test_db_test_helpers.py

@@ -0,0 +1,29 @@
+from __future__ import annotations
+
+from datetime import UTC, datetime
+from decimal import Decimal
+
+from app.models.financial_record import ExpenseClaim
+from app.test_helpers.db import build_in_memory_session
+
+
+def test_build_in_memory_session_creates_isolated_sqlite_schema() -> None:
+    with build_in_memory_session() as db:
+        db.add(
+            ExpenseClaim(
+                claim_no="CLM-HELPER-001",
+                employee_name="张三",
+                department_name="研发部",
+                expense_type="travel",
+                reason="测试共享内存数据库夹具",
+                location="上海",
+                amount=Decimal("10.00"),
+                occurred_at=datetime(2026, 6, 23, tzinfo=UTC),
+                status="draft",
+                approval_stage="待提交",
+                risk_flags_json=[],
+            )
+        )
+        db.commit()
+
+        assert db.query(ExpenseClaim).count() == 1

server/tests/test_expense_claim_platform_context_tools.py

@@ -0,0 +1,52 @@
+from __future__ import annotations
+
+from types import SimpleNamespace
+
+from app.services.expense_claim_platform_context_tools import (
+    collect_context_cities,
+    collect_context_item_ids,
+    extract_first_known_city_from_text,
+    unique_text_values,
+)
+from app.services.expense_rule_runtime_models import build_default_expense_rule_catalog
+
+
+def test_unique_text_values_trims_and_preserves_order() -> None:
+    assert unique_text_values([" 上海 ", "", "上海", "北京", None, "北京"]) == [
+        "上海",
+        "北京",
+    ]
+
+
+def test_collect_context_item_ids_skips_empty_and_dedupes() -> None:
+    contexts = [
+        {"item": SimpleNamespace(id="item-1")},
+        {"item": SimpleNamespace(id="item-1")},
+        {"item": SimpleNamespace(id=" item-2 ")},
+        {"item": SimpleNamespace(id="")},
+        {},
+    ]
+
+    assert collect_context_item_ids(contexts) == ["item-1", "item-2"]
+
+
+def test_collect_context_cities_can_include_item_reason() -> None:
+    policy = build_default_expense_rule_catalog().travel_policy
+    assert policy is not None
+    context = {
+        "ocr_summary": "火车票；武汉-上海",
+        "ocr_text": "",
+        "document_info": {
+            "fields": [
+                {"key": "route", "label": "路线", "value": "上海-深圳"},
+            ]
+        },
+        "item": SimpleNamespace(item_location="", item_reason="深圳-上海"),
+    }
+
+    assert set(collect_context_cities(context, policy, include_item_reason=True)) == {
+        "武汉",
+        "上海",
+        "深圳",
+    }
+    assert extract_first_known_city_from_text("预计前往北京客户现场", policy) == "北京"

server/tests/test_expense_claim_platform_risk_stage.py

@@ -5,13 +5,10 @@ from datetime import UTC, date, datetime
 from decimal import Decimal
 from typing import Any
 
-from sqlalchemy import create_engine
-from sqlalchemy.orm import Session, sessionmaker
-from sqlalchemy.pool import StaticPool
+from sqlalchemy.orm import Session
 
 from app.api.deps import CurrentUserContext
 from app.core.agent_enums import AgentAssetDomain, AgentAssetStatus, AgentAssetType
-from app.db.base import Base
 from app.models.agent_asset import AgentAsset
 from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
 from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
@@ -19,17 +16,10 @@ from app.services.agent_asset_spreadsheet import RISK_RULES_LIBRARY
 from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
 from app.services.expense_claims import ExpenseClaimService
 from app.services.risk_rule_generation_interpreter import COMPOSITE_RULE_TEMPLATE_KEY
+from app.test_helpers.db import build_in_memory_session
 
 
-def build_session() -> Session:
-    engine = create_engine(
-        "sqlite+pysqlite:///:memory:",
-        connect_args={"check_same_thread": False},
-        poolclass=StaticPool,
-    )
-    Base.metadata.create_all(bind=engine)
-    session_factory = sessionmaker(bind=engine, autoflush=False, autocommit=False)
-    return session_factory()
+build_session = build_in_memory_session
 
 
 def _build_rule_payload(