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feat: 新增归档中心页面并完善知识库与报销查询能力

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新增前端归档中心视图及相关工具函数，扩充知识库文档分类和
提取器支持多种格式，增强编排器报销查询的多维度检索，优
化本体规则和用户代理审核消息，前端完善报销创建和审批详
情交互细节，补充单元测试覆盖。
This commit is contained in:
caoxiaozhu
2026-05-22 16:00:19 +08:00
parent 1f15699013
commit 88ff04bef8
120 changed files with 6236 additions and 643 deletions
Download Patch File Download Diff File Expand all files Collapse all files

10
server/src/app/api/v1/endpoints/reimbursements.py
View File

@@ -97,6 +97,16 @@ def list_expense_claim_approvals(db: DbSession, current_user: CurrentUser) -> li
return ExpenseClaimService(db).list_approval_claims(current_user)
@router.get(
"/claims/archives",
response_model=list[ExpenseClaimRead],
summary="查询归档中心报销单列表",
description="返回公司已归档入账的报销单据，供财务与审计角色集中查阅。",
)
def list_archived_expense_claims(db: DbSession, current_user: CurrentUser) -> list[ExpenseClaimRead]:
return ExpenseClaimService(db).list_archived_claims(current_user)
@router.get(
"/claims/{claim_id}",
response_model=ExpenseClaimRead,

4
server/src/app/schemas/user_agent.py
View File

@@ -58,10 +58,12 @@ class UserAgentExpenseQueryRecord(BaseModel):
occurred_at: str = Field(default="", description="业务发生日期。")
reason: str = Field(default="", description="事由。")
location: str = Field(default="", description="地点。")
risk_flags: list[dict[str, Any]] = Field(default_factory=list, description="该单据当前风险项。")
class UserAgentQueryPayload(BaseModel):
result_type: str = Field(default="expense_claim_list", description="结构化查询结果类型。")
title: str = Field(default="", description="查询结果标题。")
scope_label: str = Field(default="报销单", description="当前查询范围名。")
recent_window_applied: bool = Field(default=False, description="是否应用了近 10 日窗口。")
window_days: int | None = Field(default=None, ge=1, description="近 N 日窗口天数。")
@@ -69,6 +71,7 @@ class UserAgentQueryPayload(BaseModel):
window_end_date: str | None = Field(default=None, description="近 N 日窗口结束日期。")
record_count: int = Field(default=0, ge=0, description="当前展示范围内的单据数。")
preview_count: int = Field(default=0, ge=0, description="当前返回的单据数。")
preview_limit: int = Field(default=5, ge=1, description="默认展示条数上限。")
older_record_count: int = Field(default=0, ge=0, description="超出近 10 日窗口的单据数。")
has_more_in_window: bool = Field(default=False, description="当前展示范围内是否还有更多单据未返回。")
total_amount: float = Field(default=0.0, ge=0.0, description="当前展示范围内金额合计。")
@@ -122,6 +125,7 @@ class UserAgentReviewDocumentCard(BaseModel):
avg_score: float = Field(default=0.0, ge=0.0, le=1.0, description="OCR 平均得分。")
preview_kind: str = Field(default="", description="票据预览类型，例如 image。")
preview_data_url: str = Field(default="", description="票据预览图片 data URL。")
preview_url: str = Field(default="", description="票据预览图片地址。")
warnings: list[str] = Field(default_factory=list, description="该票据的识别提示。")
fields: list[UserAgentReviewDocumentField] = Field(
default_factory=list,

30
server/src/app/services/agent_conversations.py
View File

@@ -93,6 +93,12 @@ class AgentConversationService:
if existing_session_type != incoming_session_type:
normalized_id = ""
conversation = None
if conversation is not None and self._has_draft_claim_scope_conflict(
conversation,
incoming_draft_claim_id,
):
normalized_id = ""
conversation = None
if conversation is None:
conversation = AgentConversation(
@@ -241,6 +247,10 @@ class AgentConversationService:
history_limit: int = 8,
) -> dict[str, Any]:
merged = dict(context_json or {})
incoming_draft_claim_id = self._resolve_draft_claim_id(merged)
if self._has_draft_claim_scope_conflict(conversation, incoming_draft_claim_id):
return merged
state_json = dict(conversation.state_json or {})
should_hydrate_review_flow = self._should_hydrate_review_flow_context(
context_json=merged,
@@ -641,6 +651,26 @@ class AgentConversationService:
).strip()
return ""
@staticmethod
def _resolve_conversation_draft_claim_id(conversation: AgentConversation) -> str:
state_json = dict(conversation.state_json or {})
return str(
conversation.draft_claim_id
or state_json.get("draft_claim_id")
or ""
).strip()
@staticmethod
def _has_draft_claim_scope_conflict(
conversation: AgentConversation,
incoming_draft_claim_id: str | None,
) -> bool:
incoming_claim_id = str(incoming_draft_claim_id or "").strip()
if not incoming_claim_id:
return False
existing_claim_id = AgentConversationService._resolve_conversation_draft_claim_id(conversation)
return bool(existing_claim_id and existing_claim_id != incoming_claim_id)
@staticmethod
def _merge_state_json(
current_state: dict[str, Any] | None,

43
server/src/app/services/expense_claim_access_policy.py
View File

@@ -13,8 +13,10 @@ from app.models.organization import OrganizationUnit
PRIVILEGED_CLAIM_ROLE_CODES = {"finance", "executive"}
ARCHIVE_CENTER_ROLE_CODES = {"finance", "executive", "auditor"}
APPROVAL_VISIBLE_CLAIM_ROLE_CODES = {"manager", "approver"}
CLAIM_DELETE_ROLE_CODES = {"executive"}
ARCHIVED_CLAIM_STATUSES = ("approved", "completed", "paid")
class ExpenseClaimAccessPolicy:
@@ -27,6 +29,30 @@ class ExpenseClaimAccessPolicy:
return True
return bool(ExpenseClaimAccessPolicy.normalize_role_codes(current_user) & PRIVILEGED_CLAIM_ROLE_CODES)
@staticmethod
def has_archive_center_access(current_user: CurrentUserContext) -> bool:
if current_user.is_admin:
return True
return bool(ExpenseClaimAccessPolicy.normalize_role_codes(current_user) & ARCHIVE_CENTER_ROLE_CODES)
@staticmethod
def build_archived_claim_condition() -> Any:
normalized_status = func.lower(func.coalesce(ExpenseClaim.status, ""))
stage = func.coalesce(ExpenseClaim.approval_stage, "")
return or_(
stage == "归档入账",
stage == "completed",
and_(
normalized_status.in_(ARCHIVED_CLAIM_STATUSES),
or_(
stage == "",
stage.is_(None),
stage == "归档入账",
stage == "completed",
),
),
)
@staticmethod
def has_claim_delete_access(current_user: CurrentUserContext) -> bool:
if current_user.is_admin:
@@ -374,7 +400,16 @@ class ExpenseClaimAccessPolicy:
include_approval_scope: bool = False,
) -> Any:
if self.has_privileged_claim_access(current_user):
return stmt
owned_conditions = self.build_personal_claim_conditions(current_user)
archived_condition = self.build_archived_claim_condition()
if owned_conditions:
return stmt.where(
or_(
~archived_condition,
and_(archived_condition, or_(*owned_conditions)),
)
)
return stmt.where(~archived_condition)
conditions = self.build_personal_claim_conditions(current_user)
@@ -386,6 +421,12 @@ class ExpenseClaimAccessPolicy:
return stmt.where(or_(*conditions))
def apply_archived_claim_scope(self, stmt: Any, current_user: CurrentUserContext) -> Any:
if not self.has_archive_center_access(current_user):
return stmt.where(ExpenseClaim.id == "__no_visible_claim__")
return stmt.where(self.build_archived_claim_condition())
@staticmethod
def resolve_claim_manager_name(claim: ExpenseClaim) -> str:
if claim.employee is not None:

2
server/src/app/services/expense_claim_attachment_analysis.py
View File

@@ -615,7 +615,7 @@ class ExpenseClaimAttachmentAnalysisMixin:
severity = "high"
label = "高风险"
headline = "AI提示：住宿金额超出报销标准"
summary = "当前住宿票据金额超过规则中心差旅住宿标准，强行提交前需补充超标原因。"
summary = "当前住宿票据金额超过规则中心差旅住宿标准，已作为风险项保留在单据中；如需按特殊情况提交，请补充超标原因。"
elif (
line_count == 0
or not compact_text

13
server/src/app/services/expense_claims.py
View File

@@ -169,6 +169,19 @@ class ExpenseClaimService(
stmt = self._access_policy.apply_approval_claim_scope(stmt, current_user)
return list(self.db.scalars(stmt).all())
def list_archived_claims(self, current_user: CurrentUserContext) -> list[ExpenseClaim]:
stmt = (
select(ExpenseClaim)
.options(
selectinload(ExpenseClaim.items),
selectinload(ExpenseClaim.employee).selectinload(Employee.manager),
selectinload(ExpenseClaim.employee).selectinload(Employee.roles),
)
.order_by(ExpenseClaim.updated_at.desc(), ExpenseClaim.submitted_at.desc(), ExpenseClaim.created_at.desc())
)
stmt = self._access_policy.apply_archived_claim_scope(stmt, current_user)
return list(self.db.scalars(stmt).all())
def get_claim(self, claim_id: str, current_user: CurrentUserContext) -> ExpenseClaim | None:
stmt = (
select(ExpenseClaim)

2
server/src/app/services/knowledge.py
View File

@@ -106,7 +106,7 @@ class KnowledgeService:
KnowledgeFolderRead(
name=folder_name,
count=sum(1 for item in documents if item.folder == folder_name),
icon="mdi mdi-folder-open" if folder_name == "差旅规范" else "mdi mdi-folder",
icon="mdi mdi-folder",
)
for folder_name in FIXED_KNOWLEDGE_FOLDERS
]

129
server/src/app/services/knowledge_document_extractors.py
View File

@@ -10,6 +10,12 @@ from zipfile import BadZipFile, ZipFile
from app.services.knowledge_constants import IMAGE_EXTENSIONS, TEXT_EXTENSIONS
from app.services.knowledge_file_utils import extract_extension
MAX_EXTRACTED_XLSX_SHEETS = 12
MAX_EXTRACTED_XLSX_ROWS_PER_SHEET = 300
MAX_EXTRACTED_XLSX_COLUMNS = 40
MAX_EXTRACTED_PPTX_SLIDES = 80
def _read_text_preview(file_path: Path) -> str:
encodings = ("utf-8", "utf-8-sig", "gbk")
for encoding in encodings:
@@ -19,6 +25,7 @@ def _read_text_preview(file_path: Path) -> str:
continue
return "当前文本文件编码暂不支持在线解析。"
def _extract_docx_text(file_path: Path) -> str:
try:
with ZipFile(file_path) as archive:
@@ -30,6 +37,7 @@ def _extract_docx_text(file_path: Path) -> str:
texts = [node.text.strip() for node in root.iter() if node.tag.endswith("}t") and node.text]
return "\n".join(texts)
def _extract_document_text_from_path(
*,
file_path: Path,
@@ -41,6 +49,20 @@ def _extract_document_text_from_path(
return _normalize_extracted_text(_read_text_preview(file_path))
if extension == "docx":
return _normalize_extracted_text(_extract_docx_text(file_path))
if extension == "xlsx":
return _normalize_extracted_text(
_build_xlsx_markdown(
original_name=original_name,
sheets=_extract_xlsx_sheets(file_path),
)
)
if extension == "pptx":
return _normalize_extracted_text(
_build_pptx_markdown(
original_name=original_name,
slides=_extract_pptx_slides(file_path),
)
)
if extension == "pdf":
text = _normalize_extracted_text(_extract_pdf_text(file_path))
if text:
@@ -62,11 +84,13 @@ def _extract_document_text_from_path(
)
return ""
def _normalize_extracted_text(text: str) -> str:
normalized = str(text or "").replace("\r\n", "\n").replace("\r", "\n")
normalized = re.sub(r"\n{3,}", "\n\n", normalized)
return normalized.strip()
def _extract_pdf_text(file_path: Path) -> str:
pdftotext_bin = shutil.which("pdftotext")
if not pdftotext_bin:
@@ -83,6 +107,7 @@ def _extract_pdf_text(file_path: Path) -> str:
return ""
return str(completed.stdout or "")
def _extract_text_with_ocr(
*,
file_path: Path,
@@ -92,9 +117,7 @@ def _extract_text_with_ocr(
try:
from app.services.ocr import OcrService
result = OcrService().recognize_files(
[(original_name, file_path.read_bytes(), mime_type)]
)
result = OcrService().recognize_files([(original_name, file_path.read_bytes(), mime_type)])
except Exception:
return ""
@@ -108,6 +131,7 @@ def _extract_text_with_ocr(
parts.append(summary)
return "\n\n".join(part for part in parts if part)
def _extract_xlsx_sheets(file_path: Path) -> list[tuple[str, list[list[str]]]]:
try:
with ZipFile(file_path) as archive:
@@ -182,8 +206,13 @@ def _extract_xlsx_sheets(file_path: Path) -> list[tuple[str, list[list[str]]]]:
value_node = next((item for item in cell if item.tag.endswith("}v")), None)
if cell_type == "inlineStr":
text_node = next((item for item in cell.iter() if item.tag.endswith("}t")), None)
row_values.append((text_node.text or "").strip() if text_node is not None else "")
text_node = next(
(item for item in cell.iter() if item.tag.endswith("}t")),
None,
)
row_values.append(
(text_node.text or "").strip() if text_node is not None else ""
)
continue
if value_node is None or value_node.text is None:
@@ -193,7 +222,9 @@ def _extract_xlsx_sheets(file_path: Path) -> list[tuple[str, list[list[str]]]]:
raw_value = value_node.text.strip()
if cell_type == "s" and raw_value.isdigit():
index = int(raw_value)
row_values.append(shared_strings[index] if index < len(shared_strings) else raw_value)
row_values.append(
shared_strings[index] if index < len(shared_strings) else raw_value
)
else:
row_values.append(raw_value)
if row_values:
@@ -205,6 +236,7 @@ def _extract_xlsx_sheets(file_path: Path) -> list[tuple[str, list[list[str]]]]:
except (BadZipFile, ElementTree.ParseError, KeyError, ValueError):
return []
def _extract_pptx_slides(file_path: Path) -> list[list[str]]:
try:
with ZipFile(file_path) as archive:
@@ -216,8 +248,91 @@ def _extract_pptx_slides(file_path: Path) -> list[list[str]]:
slides: list[list[str]] = []
for slide_name in slide_names:
root = ElementTree.fromstring(archive.read(slide_name))
texts = [node.text.strip() for node in root.iter() if node.tag.endswith("}t") and node.text]
texts = [
node.text.strip()
for node in root.iter()
if node.tag.endswith("}t") and node.text
]
slides.append(texts)
return slides
except (BadZipFile, ElementTree.ParseError, KeyError):
return []
def _build_xlsx_markdown(
*,
original_name: str,
sheets: list[tuple[str, list[list[str]]]],
) -> str:
if not sheets:
return ""
parts = [f"# Excel 工作簿：{original_name}"]
for sheet_index, (sheet_name, rows) in enumerate(sheets[:MAX_EXTRACTED_XLSX_SHEETS], start=1):
visible_rows = [
[_escape_markdown_cell(cell) for cell in row[:MAX_EXTRACTED_XLSX_COLUMNS]]
for row in rows[:MAX_EXTRACTED_XLSX_ROWS_PER_SHEET]
if any(str(cell or "").strip() for cell in row)
]
if not visible_rows:
continue
column_count = max(len(row) for row in visible_rows)
normalized_rows = [row + [""] * (column_count - len(row)) for row in visible_rows]
header = [
cell or f"列{column_index + 1}" for column_index, cell in enumerate(normalized_rows[0])
]
parts.append(f"## 工作表 {sheet_index}：{sheet_name}")
parts.append(_format_markdown_table(header, normalized_rows[1:]))
parts.append("### 行级检索线索")
for row_number, row in enumerate(normalized_rows[1:], start=2):
pairs = [
f"{header[column_index]}={value}" for column_index, value in enumerate(row) if value
]
if pairs:
parts.append(f"- {sheet_name} 第 {row_number} 行：" + "；".join(pairs))
if len(rows) > MAX_EXTRACTED_XLSX_ROWS_PER_SHEET:
parts.append(
f"- {sheet_name} 还有 {len(rows) - MAX_EXTRACTED_XLSX_ROWS_PER_SHEET} 行未展开。"
)
return "\n\n".join(part for part in parts if part).strip()
def _build_pptx_markdown(
*,
original_name: str,
slides: list[list[str]],
) -> str:
if not slides:
return ""
parts = [f"# PowerPoint 演示文稿：{original_name}"]
for slide_index, slide_lines in enumerate(slides[:MAX_EXTRACTED_PPTX_SLIDES], start=1):
lines = [line.strip() for line in slide_lines if str(line or "").strip()]
if not lines:
continue
parts.append(f"## 幻灯片 {slide_index}")
parts.extend(f"- {line}" for line in lines)
if len(slides) > MAX_EXTRACTED_PPTX_SLIDES:
parts.append(f"- 还有 {len(slides) - MAX_EXTRACTED_PPTX_SLIDES} 页未展开。")
return "\n\n".join(part for part in parts if part).strip()
def _format_markdown_table(header: list[str], rows: list[list[str]]) -> str:
table_rows = [header] + rows
separator = ["---"] * len(header)
lines = [
"| " + " | ".join(table_rows[0]) + " |",
"| " + " | ".join(separator) + " |",
]
lines.extend("| " + " | ".join(row) + " |" for row in table_rows[1:])
return "\n".join(lines)
def _escape_markdown_cell(value: str) -> str:
text = str(value or "").replace("\r\n", " ").replace("\r", " ").replace("\n", " ")
text = re.sub(r"\s+", " ", text).strip()
return text.replace("|", "\\|")

29
server/src/app/services/knowledge_preview.py
View File

@@ -16,6 +16,7 @@ from app.services.knowledge_document_extractors import (
)
from app.services.knowledge_file_utils import extract_extension, format_size
def build_preview(
entry: dict[str, Any],
*,
@@ -52,7 +53,9 @@ def build_preview(
subtitle="当前格式暂不支持在线解析预览。",
stats=[
KnowledgePreviewStatRead(label="文件格式", value=extension.upper() or "FILE"),
KnowledgePreviewStatRead(label="文件大小", value=format_size(entry["size_bytes"])),
KnowledgePreviewStatRead(
label="文件大小", value=format_size(entry["size_bytes"])
),
KnowledgePreviewStatRead(label="建议操作", value="下载后查看"),
],
blocks=[
@@ -68,9 +71,8 @@ def build_preview(
],
)
def _build_text_preview_page(
entry: dict[str, Any], text: str
) -> KnowledgePreviewPageRead:
def _build_text_preview_page(entry: dict[str, Any], text: str) -> KnowledgePreviewPageRead:
lines = [line.strip() for line in text.splitlines() if line.strip()]
if not lines:
lines = ["文件内容为空，或当前文档未提取到可展示文本。"]
@@ -92,10 +94,9 @@ def _build_text_preview_page(
blocks=blocks,
)
def _build_xlsx_preview_pages(
entry: dict[str, Any], file_path
) -> list[KnowledgePreviewPageRead]:
sheets = self._extract_xlsx_sheets(file_path)
def _build_xlsx_preview_pages(entry: dict[str, Any], file_path) -> list[KnowledgePreviewPageRead]:
sheets = _extract_xlsx_sheets(file_path)
if not sheets:
sheets = [("Sheet 1", [["未提取到表格内容。"]])]
@@ -118,7 +119,9 @@ def _build_xlsx_preview_pages(
stats=[
KnowledgePreviewStatRead(label="工作表数量", value=str(sheet_count)),
KnowledgePreviewStatRead(label="预览行数", value=str(len(visible_rows))),
KnowledgePreviewStatRead(label="文件大小", value=format_size(entry["size_bytes"])),
KnowledgePreviewStatRead(
label="文件大小", value=format_size(entry["size_bytes"])
),
],
blocks=blocks,
)
@@ -126,10 +129,9 @@ def _build_xlsx_preview_pages(
return preview_pages
def _build_pptx_preview_pages(
entry: dict[str, Any], file_path
) -> list[KnowledgePreviewPageRead]:
slides = self._extract_pptx_slides(file_path)
def _build_pptx_preview_pages(entry: dict[str, Any], file_path) -> list[KnowledgePreviewPageRead]:
slides = _extract_pptx_slides(file_path)
if not slides:
slides = [["未提取到幻灯片文本。"]]
@@ -154,4 +156,3 @@ def _build_pptx_preview_pages(
)
return pages

20
server/src/app/services/ontology_detection.py
View File

@@ -114,6 +114,20 @@ class OntologyDetectionMixin:
return "query", 0.24
if any(keyword in compact_query for keyword in DRAFT_KEYWORDS):
return "draft", 0.26
if scenario == "expense" and "报销" in compact_query and any(
item.type == "expense_type"
and str(item.normalized_value or item.value or "").strip()
for item in entities
) and not any(
keyword in compact_query
for keyword in (
*QUERY_KEYWORDS,
*COMPARE_KEYWORDS,
*EXPLAIN_KEYWORDS,
*RISK_KEYWORDS,
)
):
return "draft", 0.25
if scenario == "expense" and self._is_generic_expense_prompt(compact_query):
return "draft", 0.24
if any(keyword in compact_query for keyword in COMPARE_KEYWORDS):
@@ -220,7 +234,11 @@ class OntologyDetectionMixin:
has_expense_signal = any(
keyword in compact_query for keyword in EXPENSE_NARRATIVE_KEYWORDS
) or "expense_type" in entity_types
has_context_signal = bool(time_range.start_date) or "amount" in entity_types
has_context_signal = (
bool(time_range.start_date)
or "amount" in entity_types
or ("报销" in compact_query and "expense_type" in entity_types)
)
return has_expense_signal and has_context_signal

16
server/src/app/services/ontology_extraction.py
View File

@@ -186,7 +186,21 @@ class OntologyExtractionMixin:
if any(
keyword in query
for keyword in ("打车", "网约车", "出租车", "车费", "乘车", "用车", "叫车", "车资", "停车费", "过路费")
for keyword in (
"打车",
"网约车",
"出租车",
"出租车票",
"车费",
"乘车",
"用车",
"叫车",
"车资",
"的士",
"的士票",
"停车费",
"过路费",
)
):
upsert(self._make_entity("expense_type", "交通", "transport", role="filter", confidence=0.9))

9
server/src/app/services/ontology_rules.py
View File

@@ -137,11 +137,14 @@ EXPENSE_TYPE_KEYWORDS = {
"打车": "transport",
"网约车": "transport",
"出租车": "transport",
"出租车票": "transport",
"乘车": "transport",
"乘车费": "transport",
"用车": "transport",
"叫车": "transport",
"车资": "transport",
"的士": "transport",
"的士票": "transport",
"停车费": "transport",
"餐费": "meal",
"用餐": "meal",
@@ -180,6 +183,9 @@ EXPENSE_NARRATIVE_KEYWORDS = (
"用车",
"叫车",
"车资",
"的士",
"的士票",
"出租车票",
"餐费",
"吃饭",
"用餐",
@@ -232,6 +238,9 @@ STATUS_KEYWORDS = {
"已审批": "approved",
"已通过": "approved",
"已审核": "approved",
"归档": "archived",
"已归档": "archived",
"入账": "archived",
"已入账": "paid",
"已付款": "paid",
"未付款": "unpaid",

179
server/src/app/services/orchestrator_expense_query.py
View File

@@ -17,14 +17,50 @@ from app.schemas.ontology import OntologyParseResult
PRIVILEGED_EXPENSE_QUERY_ROLE_CODES = {"finance"}
SELF_REFERENCE_KEYWORDS = ("我的", "我自己", "本人", "我名下", "给我查", "我提交", "我申请")
EXPENSE_QUERY_RECENT_WINDOW_DAYS = 10
EXPENSE_QUERY_PREVIEW_LIMIT = 20
EXPENSE_QUERY_PREVIEW_LIMIT = 5
EXPENSE_STATUS_LABELS = {
"archived": "归档",
"draft": "草稿",
"supplement": "待补充",
"returned": "已退回",
"submitted": "已提交",
"review": "审核中",
"approved": "已通过",
"rejected": "已驳回",
"paid": "已付款",
"paid": "归档",
}
EXPENSE_QUERY_STATUS_KEYWORDS = (
(("归档", "已归档", "入账", "已入账", "已付款"), ("archived",)),
(("审批通过", "审核通过", "已通过", "已审核"), ("approved",)),
(("审批中", "审核中", "进行中", "流程中"), ("submitted", "review")),
(("已提交", "提交了"), ("submitted",)),
(("草稿", "待报销", "待提交"), ("draft",)),
(("待补充", "待完善", "退回", "已退回"), ("supplement", "returned")),
(("驳回", "已驳回", "拒绝"), ("rejected",)),
)
EXPENSE_STATUS_ALIASES = {
"归档": "archived",
"已归档": "archived",
"入账": "archived",
"已入账": "archived",
"已付款": "archived",
"已通过": "approved",
"审批通过": "approved",
"审核通过": "approved",
"已审核": "approved",
"审批中": "review",
"审核中": "review",
"进行中": "review",
"已提交": "submitted",
"草稿": "draft",
"待报销": "draft",
"待提交": "draft",
"待补充": "supplement",
"待完善": "supplement",
"已退回": "returned",
"退回": "returned",
"驳回": "rejected",
"已驳回": "rejected",
}
EXPENSE_STATUS_GROUP_LABELS = {
"draft": "草稿",
@@ -33,6 +69,13 @@ EXPENSE_STATUS_GROUP_LABELS = {
"other": "其他状态",
}
EXPENSE_STATUS_GROUP_ORDER = ("draft", "in_progress", "completed", "other")
EXPENSE_RISK_LEVEL_LABELS = {
"high": "高风险",
"medium": "中风险",
"warning": "中风险",
"low": "低风险",
"info": "低风险",
}
EXPENSE_TYPE_LABELS = {
"travel": "差旅费",
"hotel": "住宿费",
@@ -95,7 +138,7 @@ class OrchestratorDatabaseQueryBuilder:
total_count = int(self.db.scalar(count_stmt) or 0)
total_amount = float(self.db.scalar(amount_stmt) or 0)
recent_window_applied = self._should_limit_expense_query_to_recent_window(ontology)
recent_window_applied = self._should_limit_expense_query_to_recent_window(ontology, message)
display_count = total_count
display_amount = total_amount
older_record_count = 0
@@ -146,12 +189,14 @@ class OrchestratorDatabaseQueryBuilder:
"record_count": display_count,
"total_amount": round(display_amount, 2),
"scope_label": scope_label,
"title": f"最近 {len(preview_claims)} 条{scope_label}" if preview_claims else f"{scope_label}筛选结果",
"scoped_to_current_user": scoped_to_current_user,
"recent_window_applied": recent_window_applied,
"window_days": EXPENSE_QUERY_RECENT_WINDOW_DAYS if recent_window_applied else None,
"window_start_date": window_start_date,
"window_end_date": window_end_date,
"preview_count": len(preview_claims),
"preview_limit": EXPENSE_QUERY_PREVIEW_LIMIT,
"older_record_count": older_record_count,
"records": [
self._build_expense_query_record(claim)
@@ -199,6 +244,7 @@ class OrchestratorDatabaseQueryBuilder:
@staticmethod
def _should_limit_expense_query_to_recent_window(
ontology: OntologyParseResult,
message: str = "",
) -> bool:
has_explicit_claim_no = any(
item.type == "expense_claim"
@@ -208,7 +254,12 @@ class OrchestratorDatabaseQueryBuilder:
has_explicit_time_range = bool(
ontology.time_range.start_date or ontology.time_range.end_date
)
return not has_explicit_claim_no and not has_explicit_time_range
compact_message = str(message or "").replace(" ", "")
asks_recent_window = any(
keyword in compact_message
for keyword in ("近", "最近", "本周", "上周", "过去", "前几天", "这几天")
)
return asks_recent_window and not has_explicit_claim_no and not has_explicit_time_range
@staticmethod
def _resolve_reference_now(context_json: dict[str, Any]) -> datetime:
@@ -294,6 +345,12 @@ class OrchestratorDatabaseQueryBuilder:
) -> dict[str, Any]:
status_group, status_group_label = self._resolve_expense_status_group(claim.status)
document_datetime = self._resolve_expense_query_document_datetime(claim)
approval_stage = str(claim.approval_stage or "").strip()
status_label = (
"已归档"
if "归档" in approval_stage
else EXPENSE_STATUS_LABELS.get(claim.status, claim.status or "处理中")
)
return {
"claim_id": claim.id,
"claim_no": claim.claim_no,
@@ -302,16 +359,63 @@ class OrchestratorDatabaseQueryBuilder:
"expense_type_label": EXPENSE_TYPE_LABELS.get(claim.expense_type, claim.expense_type or "报销"),
"amount": round(float(claim.amount), 2),
"status": claim.status,
"status_label": EXPENSE_STATUS_LABELS.get(claim.status, claim.status or "处理中"),
"status_label": status_label,
"status_group": status_group,
"status_group_label": status_group_label,
"approval_stage": claim.approval_stage,
"approval_stage": approval_stage,
"document_date": document_datetime.date().isoformat() if document_datetime else "",
"occurred_at": claim.occurred_at.date().isoformat() if claim.occurred_at else "",
"reason": claim.reason,
"location": claim.location,
"risk_flags": self._normalize_expense_query_risk_flags(claim.risk_flags_json),
}
@staticmethod
def _normalize_expense_query_risk_flags(raw_flags: Any) -> list[dict[str, str]]:
if not isinstance(raw_flags, list):
return []
normalized_flags: list[dict[str, str]] = []
for index, raw_flag in enumerate(raw_flags, start=1):
if isinstance(raw_flag, dict):
raw_level = str(raw_flag.get("severity") or raw_flag.get("level") or "").strip().lower()
level = raw_level if raw_level in EXPENSE_RISK_LEVEL_LABELS else "medium"
summary = str(
raw_flag.get("message")
or raw_flag.get("summary")
or raw_flag.get("title")
or raw_flag.get("label")
or ""
).strip()
detail = "；".join(
str(point or "").strip()
for point in list(raw_flag.get("points") or [])
if str(point or "").strip()
)
title = str(raw_flag.get("label") or EXPENSE_RISK_LEVEL_LABELS[level]).strip()
else:
raw_text = str(raw_flag or "").strip()
if not raw_text:
continue
level = "high" if any(keyword in raw_text for keyword in ("高风险", "超标", "重复", "异常")) else "medium"
summary = raw_text
detail = raw_text
title = EXPENSE_RISK_LEVEL_LABELS[level]
if not summary:
continue
normalized_flags.append(
{
"key": f"risk-{index}",
"level": level,
"level_label": EXPENSE_RISK_LEVEL_LABELS.get(level, "中风险"),
"title": title or EXPENSE_RISK_LEVEL_LABELS.get(level, "中风险"),
"summary": summary,
"detail": detail or summary,
}
)
return normalized_flags
def _build_expense_query_scope(
self,
*,
@@ -344,12 +448,13 @@ class OrchestratorDatabaseQueryBuilder:
)
project_values = self._collect_expense_query_filter_values(ontology, "project")
location_values = self._collect_expense_query_filter_values(ontology, "location")
status_values = list(
dict.fromkeys(
status_values = self._resolve_expense_query_status_values(
[
str(item.value).strip()
for item in ontology.constraints
if item.field == "status" and item.operator == "=" and str(item.value).strip()
)
],
message,
)
amount_constraints = [
item
@@ -363,8 +468,16 @@ class OrchestratorDatabaseQueryBuilder:
conditions.append(ExpenseClaim.claim_no.in_(expense_claim_nos))
if expense_types:
conditions.append(ExpenseClaim.expense_type.in_(expense_types))
if status_values:
conditions.append(ExpenseClaim.status.in_(status_values))
direct_status_values = [status for status in status_values if status != "archived"]
if "archived" in status_values:
conditions.append(
or_(
ExpenseClaim.approval_stage.ilike("%归档%"),
ExpenseClaim.status.in_(["approved", "paid"]),
)
)
if direct_status_values:
conditions.append(ExpenseClaim.status.in_(direct_status_values))
if project_values:
project_conditions = []
for value in project_values:
@@ -438,7 +551,49 @@ class OrchestratorDatabaseQueryBuilder:
else:
scope_label = "全部报销单"
return conditions, scope_label, scoped_to_current_user
return conditions, self._compose_expense_scope_label(scope_label, status_values), scoped_to_current_user
@staticmethod
def _resolve_expense_query_status_values(
raw_values: list[str],
message: str,
) -> list[str]:
values: list[str] = []
for raw_value in raw_values:
normalized = str(raw_value or "").strip()
if not normalized:
continue
values.append(EXPENSE_STATUS_ALIASES.get(normalized, normalized))
compact_message = str(message or "").replace(" ", "")
for keywords, statuses in EXPENSE_QUERY_STATUS_KEYWORDS:
if any(keyword in compact_message for keyword in keywords):
values.extend(statuses)
return [
status
for status in dict.fromkeys(values)
if status in EXPENSE_STATUS_LABELS
]
@staticmethod
def _compose_expense_scope_label(scope_label: str, status_values: list[str]) -> str:
normalized_scope = str(scope_label or "").strip() or "报销单"
if not status_values:
return normalized_scope
status_labels = [
EXPENSE_STATUS_LABELS.get(status, status)
for status in status_values
if status in EXPENSE_STATUS_LABELS
]
if not status_labels:
return normalized_scope
status_text = "或".join(dict.fromkeys(status_labels))
if "报销单" in normalized_scope:
return normalized_scope.replace("报销单", f"{status_text}报销单")
return f"{normalized_scope}（{status_text}）"
@staticmethod
def _collect_expense_query_filter_values(

38
server/src/app/services/user_agent_response.py
View File

@@ -365,25 +365,13 @@ class UserAgentResponseMixin:
)
return f"{window_prefix}没有查到{query_payload.scope_label}。你可以补充时间范围、单号或状态继续筛选。"
group_lines = [
f"{item.label} {item.count} 笔"
for item in query_payload.status_groups
if item.count > 0
]
answer_parts = [
f"我先为你列出{window_prefix}的{query_payload.scope_label}，"
f"共 {query_payload.record_count} 笔，金额合计 {query_payload.total_amount:.2f} 元。"
f"已按你的筛选条件查询{query_payload.scope_label}。",
f"下面先列出最近 {query_payload.preview_count} 条记录，点击任一单据即可查看详情。",
f"本次共命中 {query_payload.record_count} 笔，金额合计 {query_payload.total_amount:.2f} 元。",
]
if group_lines:
answer_parts.append(f"其中包括：{'、'.join(group_lines)}。")
hint_parts: list[str] = []
if query_payload.has_more_in_window and query_payload.preview_count < query_payload.record_count:
hint_parts.append(
f"下方先展示最近 {query_payload.preview_count} 笔，你可以直接点击单据查看详情。"
)
elif query_payload.records:
hint_parts.append("下方已列出本次命中的真实单据，可直接点击查看详情。")
if query_payload.older_record_count > 0 and query_payload.window_days:
hint_parts.append(
@@ -448,6 +436,11 @@ class UserAgentResponseMixin:
occurred_at=str(item.get("occurred_at") or "").strip(),
reason=str(item.get("reason") or "").strip(),
location=str(item.get("location") or "").strip(),
risk_flags=[
flag
for flag in list(item.get("risk_flags") or [])
if isinstance(flag, dict)
],
)
)
@@ -466,6 +459,7 @@ class UserAgentResponseMixin:
return UserAgentQueryPayload(
result_type="expense_claim_list",
scope_label=str(payload.tool_payload.get("scope_label") or self._resolve_subject(payload)).strip() or "报销单",
title=str(payload.tool_payload.get("title") or "").strip(),
recent_window_applied=bool(payload.tool_payload.get("recent_window_applied")),
window_days=(
int(payload.tool_payload["window_days"])
@@ -480,6 +474,7 @@ class UserAgentResponseMixin:
),
record_count=max(0, int(payload.tool_payload.get("record_count") or 0)),
preview_count=max(0, int(payload.tool_payload.get("preview_count") or len(records))),
preview_limit=max(1, int(payload.tool_payload.get("preview_limit") or 5)),
older_record_count=max(0, int(payload.tool_payload.get("older_record_count") or 0)),
has_more_in_window=bool(payload.tool_payload.get("has_more_in_window") or payload.tool_payload.get("has_more")),
total_amount=round(float(payload.tool_payload.get("total_amount") or 0), 2),
@@ -670,18 +665,7 @@ class UserAgentResponseMixin:
]
if payload.ontology.intent in {"query", "compare"}:
return [
UserAgentSuggestedAction(
label="查看明细",
action_type="open_detail",
description="继续查看命中记录和过滤条件。",
),
UserAgentSuggestedAction(
label="生成处理意见",
action_type="create_draft",
description="把当前查询结果整理成可确认草稿。",
),
]
return []
if payload.ontology.intent == "risk_check":
return [

27
server/src/app/services/user_agent_review_core.py
View File

@@ -322,6 +322,7 @@ class UserAgentReviewCoreMixin:
avg_score=float(item.get("avg_score") or 0.0),
preview_kind=str(item.get("preview_kind") or "").strip(),
preview_data_url=str(item.get("preview_data_url") or "").strip(),
preview_url=str(item.get("preview_url") or "").strip(),
warnings=[str(warning) for warning in item.get("warnings", []) if str(warning).strip()],
fields=[
UserAgentReviewDocumentField(
@@ -411,16 +412,26 @@ class UserAgentReviewCoreMixin:
) -> list[UserAgentReviewRiskBrief]:
briefs: list[UserAgentReviewRiskBrief] = []
for reason in self._resolve_submission_blocked_reasons(payload):
needs_exception_explanation = self._is_submission_exception_explanation_reason(reason)
briefs.append(
UserAgentReviewRiskBrief(
title="提交风险提示",
level=self._resolve_submission_blocked_risk_level(reason),
content=reason,
detail=(
"该项属于提交审批前的阻断条件。系统会先要求补齐基础字段、附件或业务说明，"
"否则审批人无法判断成本归属、业务真实性或票据有效性。"
"该项不是票据归集阻断条件，系统会保留费用明细并在详情中标记高风险；"
"继续提交前需要补充特殊情况说明，便于审批人判断例外原因。"
if needs_exception_explanation
else (
"该项属于提交审批前的阻断条件。系统会先要求补齐基础字段、附件或业务说明，"
"否则审批人无法判断成本归属、业务真实性或票据有效性。"
)
),
suggestion=(
"请在附加说明中写清超标或例外原因；确认业务真实后可继续提交给审批人重点复核。"
if needs_exception_explanation
else "按提示补齐对应信息；如果业务场景本身合理，请补充说明或佐证附件后再提交。"
),
suggestion="按提示补齐对应信息；如果业务场景本身合理，请补充说明或佐证附件后再提交。",
)
)
@@ -514,6 +525,16 @@ class UserAgentReviewCoreMixin:
return "high" if any(keyword in normalized for keyword in amount_keywords) else "warning"
@staticmethod
def _is_submission_exception_explanation_reason(reason: str) -> bool:
normalized = re.sub(r"\s+", "", str(reason or ""))
if not normalized:
return False
has_over_standard = any(keyword in normalized for keyword in ("超标", "超出", "超标准", "差标"))
has_explanation = any(keyword in normalized for keyword in ("说明", "原因", "例外", "特殊"))
return has_over_standard and has_explanation
@staticmethod
def _filter_deprecated_review_risk_briefs(
briefs: list[UserAgentReviewRiskBrief],

17
server/src/app/services/user_agent_review_messages.py
View File

@@ -183,9 +183,9 @@ class UserAgentReviewMessageMixin:
if draft_payload is not None and draft_payload.claim_no:
return (
f"已按您当前确认的信息保存为草稿 {draft_payload.claim_no}。"
"后续您可以继续补充缺失项，或修改识别结果后再继续提交。"
"后续上传附件或补充票据信息时，请关联这张草稿；补齐缺失项后再继续提交。"
)
return "已按您当前确认的信息保存为草稿。后续您可以继续补充缺失项，或修改识别结果后再继续提交。"
return "已按您当前确认的信息保存为草稿。后续上传附件或补充票据信息时，请关联这张草稿；补齐缺失项后再继续提交。"
if review_action == "link_to_existing_draft":
document_count = self._resolve_review_document_count(payload)
followup_copy = self._build_review_action_followup_copy(review_payload)
@@ -214,6 +214,12 @@ class UserAgentReviewMessageMixin:
reason_lines = "\n".join(
f"{index}. {reason}" for index, reason in enumerate(reasons, start=1)
)
if all(self._is_submission_exception_explanation_reason(reason) for reason in reasons):
return (
"检测到当前单据存在需要说明的超标风险，但票据和费用明细会继续保留在单据中。\n"
f"{reason_lines}\n"
"如果确有特殊情况，请先在附加说明中补充原因；补充后可以继续提交给审批人重点复核。"
)
return (
"AI预审暂未通过，所以还没有提交到审批人。\n"
f"{reason_lines}\n"
@@ -253,6 +259,12 @@ class UserAgentReviewMessageMixin:
blocked_reasons = self._resolve_submission_blocked_reasons(payload)
if blocked_reasons:
reason_text = "；".join(dict.fromkeys(reason.strip("。；;") for reason in blocked_reasons if reason))
if all(self._is_submission_exception_explanation_reason(reason) for reason in blocked_reasons):
return (
f"检测到当前单据存在需要说明的超标风险：{reason_text}。"
"票据会先正常归集到单据中，并在费用明细前标记风险；"
"如确有特殊情况，请在附加说明中补充原因后继续提交审批。"
)
return (
f"AI预审未通过：{reason_text}。"
"请先根据风险提示补充原因、调整金额或更换附件，整改后再继续提交。"
@@ -670,4 +682,3 @@ class UserAgentReviewMessageMixin:
if not claim_groups:
return False
return True

BIN
server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.pdf Normal file
View File

Binary file not shown.

88
server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.pdf.meta.json Normal file
View File

@@ -0,0 +1,88 @@
{
"file_name": "2月20_武汉-上海.pdf",
"storage_key": "635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.pdf",
"media_type": "application/pdf",
"size_bytes": 24995,
"uploaded_at": "2026-05-22T05:00:39.043901+00:00",
"previewable": true,
"preview_kind": "image",
"preview_storage_key": "635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.preview.png",
"preview_media_type": "image/png",
"preview_file_name": "2月20_武汉-上海.preview.png",
"analysis": {
"severity": "pass",
"label": "AI提示符合条件",
"headline": "AI提示：附件符合基础校验条件",
"summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
"points": [
"票据类型：已识别为火车/高铁票。",
"附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
"金额字段：已识别到与当前明细接近的金额 354.00 元。"
],
"rule_basis": [],
"suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
},
"document_info": {
"document_type": "train_ticket",
"document_type_label": "火车/高铁票",
"scene_code": "travel",
"scene_label": "差旅票据",
"fields": [
{
"key": "amount",
"label": "金额",
"value": "354元"
},
{
"key": "date",
"label": "列车出发时间",
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"stored_name": "远光软件财务培训课程安排.xlsx",
"mime_type": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
"extension": "xlsx",
"size_bytes": 6187,
"sha256": "",
"created_at": "2026-05-22T07:00:19.686485+00:00",
"updated_at": "2026-05-22T07:00:19.686485+00:00",
"uploaded_by": "系统导入",
"version_number": 1,
"ingest_status": 1,
"ingest_status_updated_at": "2026-05-22T07:03:58.089670+00:00",
"ingest_completed_at": "",
"ingest_document_name": "",
"ingest_document_updated_at": "",
"ingest_document_sha256": "",
"ingest_agent_run_id": ""
},
{
"id": "91fbf156593a4dcc956780962195ffd7",
"folder": "常见问答",
"original_name": "远光软件报销问题处理指引.xlsx",
"stored_name": "远光软件报销问题处理指引.xlsx",
"mime_type": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
"extension": "xlsx",
"size_bytes": 6096,
"sha256": "",
"created_at": "2026-05-22T07:00:20.476077+00:00",
"updated_at": "2026-05-22T07:00:20.476077+00:00",
"uploaded_by": "系统导入",
"version_number": 1,
"ingest_status": 1,
"ingest_status_updated_at": "2026-05-22T07:03:58.101732+00:00",
"ingest_completed_at": "",
"ingest_document_name": "",
"ingest_document_updated_at": "",
"ingest_document_sha256": "",
"ingest_agent_run_id": ""
},
{
"id": "a24793b7f7de4749a7c531d1713a4a2b",
"folder": "常见问答",
"original_name": "远光软件财务制度问答汇总.pdf",
"stored_name": "远光软件财务制度问答汇总.pdf",
"mime_type": "application/pdf",
"extension": "pdf",
"size_bytes": 47165,
"sha256": "",
"created_at": "2026-05-22T07:00:20.453567+00:00",
"updated_at": "2026-05-22T07:00:20.453567+00:00",
"uploaded_by": "系统导入",
"version_number": 1,
"ingest_status": 1,
"ingest_status_updated_at": "2026-05-22T07:03:58.109771+00:00",
"ingest_completed_at": "",
"ingest_document_name": "",
"ingest_document_updated_at": "",
"ingest_document_sha256": "",
"ingest_agent_run_id": ""
},
{
"id": "3acd9c2df63b4a438c7eab876269b25d",
"folder": "常见问答",
"original_name": "远光软件财务报销常见问题解答.docx",
"stored_name": "远光软件财务报销常见问题解答.docx",
"mime_type": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
"extension": "docx",
"size_bytes": 36671,
"sha256": "",
"created_at": "2026-05-22T07:00:20.158497+00:00",
"updated_at": "2026-05-22T07:00:20.158497+00:00",
"uploaded_by": "系统导入",
"version_number": 1,
"ingest_status": 1,
"ingest_status_updated_at": "2026-05-22T07:03:58.117797+00:00",
"ingest_completed_at": "",
"ingest_document_name": "",
"ingest_document_updated_at": "",
"ingest_document_sha256": "",
"ingest_agent_run_id": ""
}
]
}

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147
server/tests/test_expense_claim_service.py
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@@ -1516,8 +1516,21 @@ def test_upload_hotel_attachment_flags_amount_over_travel_policy(monkeypatch, tm
analysis = uploaded_meta["analysis"]
assert analysis["severity"] == "high"
assert analysis["headline"] == "AI提示：住宿金额超出报销标准"
assert "保留在单据中" in analysis["summary"]
assert "特殊情况" in analysis["summary"]
assert any("住宿标准" in point and "800.00 元" in point for point in analysis["points"])
assert any("住宿费按员工职级" in basis for basis in analysis["rule_basis"])
db.refresh(claim)
hotel_item = next(item for item in claim.items if str(item.invoice_id or "").strip())
assert hotel_item.item_amount == Decimal("800.00")
assert claim.invoice_count == 1
assert any(
isinstance(flag, dict)
and str(flag.get("source") or "").strip() == "attachment_analysis"
and flag.get("item_id") == hotel_item.id
and str(flag.get("severity") or "").strip() == "high"
for flag in list(claim.risk_flags_json or [])
)
def test_attachment_analysis_does_not_compare_business_purpose_with_ticket_scene() -> None:
@@ -2433,8 +2446,8 @@ def test_list_claims_allows_finance_to_view_all_records() -> None:
claims = ExpenseClaimService(db).list_claims(current_user)
assert len(claims) == 2
assert {claim.claim_no for claim in claims} == {"EXP-FIN-101", "EXP-FIN-102"}
assert len(claims) == 1
assert claims[0].claim_no == "EXP-FIN-101"
def test_list_claims_allows_executive_to_view_all_records() -> None:
@@ -2488,8 +2501,134 @@ def test_list_claims_allows_executive_to_view_all_records() -> None:
claims = ExpenseClaimService(db).list_claims(current_user)
assert len(claims) == 2
assert {claim.claim_no for claim in claims} == {"EXP-EXE-101", "EXP-EXE-102"}
assert len(claims) == 1
assert claims[0].claim_no == "EXP-EXE-101"
def test_list_claims_keeps_own_archived_claim_for_finance_applicant() -> None:
current_user = CurrentUserContext(
username="finance@example.com",
name="财务",
role_codes=["finance"],
is_admin=False,
)
with build_session() as db:
db.add(
ExpenseClaim(
claim_no="EXP-FIN-OWN-ARCH",
employee_name="财务",
department_name="财务部",
project_code="PRJ-FIN",
expense_type="meal",
reason="本人报销",
location="上海",
amount=Decimal("88.00"),
currency="CNY",
invoice_count=1,
occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
status="approved",
approval_stage="归档入账",
risk_flags_json=[],
)
)
db.commit()
claims = ExpenseClaimService(db).list_claims(current_user)
assert len(claims) == 1
assert claims[0].claim_no == "EXP-FIN-OWN-ARCH"
def test_list_archived_claims_returns_company_archived_records_for_finance() -> None:
current_user = CurrentUserContext(
username="finance@example.com",
name="财务",
role_codes=["finance"],
is_admin=False,
)
with build_session() as db:
db.add_all(
[
ExpenseClaim(
claim_no="EXP-ARCH-101",
employee_name="甲",
department_name="A部",
project_code="PRJ-A",
expense_type="travel",
reason="A 报销",
location="上海",
amount=Decimal("120.00"),
currency="CNY",
invoice_count=1,
occurred_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
submitted_at=datetime(2026, 5, 11, 10, 0, tzinfo=UTC),
status="approved",
approval_stage="归档入账",
risk_flags_json=[],
),
ExpenseClaim(
claim_no="EXP-ARCH-102",
employee_name="乙",
department_name="B部",
project_code="PRJ-B",
expense_type="meal",
reason="B 报销",
location="杭州",
amount=Decimal("300.00"),
currency="CNY",
invoice_count=1,
occurred_at=datetime(2026, 5, 11, 12, 0, tzinfo=UTC),
submitted_at=datetime(2026, 5, 11, 13, 0, tzinfo=UTC),
status="submitted",
approval_stage="财务审批",
risk_flags_json=[],
),
]
)
db.commit()
claims = ExpenseClaimService(db).list_archived_claims(current_user)
assert len(claims) == 1
assert claims[0].claim_no == "EXP-ARCH-101"
def test_list_archived_claims_is_empty_for_regular_employee() -> None:
current_user = CurrentUserContext(
username="zhangsan@example.com",
name="张三",
role_codes=["employee"],
is_admin=False,
)
with build_session() as db:
db.add(
ExpenseClaim(
claim_no="EXP-ARCH-EMP",
employee_name="张三",
department_name="研发部",
project_code="PRJ-EMP",
expense_type="travel",
reason="本人报销",
location="北京",
amount=Decimal("200.00"),
currency="CNY",
invoice_count=1,
occurred_at=datetime(2026, 5, 10, 9, 0, tzinfo=UTC),
submitted_at=datetime(2026, 5, 10, 10, 0, tzinfo=UTC),
status="approved",
approval_stage="归档入账",
risk_flags_json=[],
)
)
db.commit()
claims = ExpenseClaimService(db).list_archived_claims(current_user)
assert claims == []
def test_finance_can_return_but_cannot_delete_submitted_claim() -> None:

96
server/tests/test_knowledge_document_extractors.py Normal file
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@@ -0,0 +1,96 @@
from __future__ import annotations
from zipfile import ZipFile
from app.services.knowledge_document_extractors import _extract_document_text_from_path
def test_extract_xlsx_document_text_builds_markdown_with_row_clues(tmp_path) -> None:
file_path = tmp_path / "company-expense-rules.xlsx"
_write_minimal_xlsx(
file_path,
sheet_name="报销标准",
rows=[
["费用类型", "标准", "说明"],
["住宿费", "500", "超标准需事前审批"],
["交通费", "据实", "保留发票"],
],
)
text = _extract_document_text_from_path(
file_path=file_path,
original_name="公司支出管理办法.xlsx",
mime_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
)
assert "# Excel 工作簿：公司支出管理办法.xlsx" in text
assert "## 工作表 1：报销标准" in text
assert "| 费用类型 | 标准 | 说明 |" in text
assert "费用类型=住宿费；标准=500；说明=超标准需事前审批" in text
assert "费用类型=交通费；标准=据实；说明=保留发票" in text
def test_extract_pptx_document_text_builds_markdown_slides(tmp_path) -> None:
file_path = tmp_path / "training.pptx"
slide_xml = """<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<p:sld xmlns:a="http://schemas.openxmlformats.org/drawingml/2006/main"
xmlns:p="http://schemas.openxmlformats.org/presentationml/2006/main">
<p:cSld>
<p:spTree>
<p:sp><p:txBody><a:p><a:r><a:t>差旅报销培训</a:t></a:r></a:p></p:txBody></p:sp>
<p:sp><p:txBody><a:p><a:r><a:t>发票、审批、预算三项要素必须齐全</a:t></a:r></a:p></p:txBody></p:sp>
</p:spTree>
</p:cSld>
</p:sld>
"""
with ZipFile(file_path, "w") as archive:
archive.writestr("ppt/slides/slide1.xml", slide_xml)
text = _extract_document_text_from_path(
file_path=file_path,
original_name="报销培训.pptx",
mime_type="application/vnd.openxmlformats-officedocument.presentationml.presentation",
)
assert "# PowerPoint 演示文稿：报销培训.pptx" in text
assert "## 幻灯片 1" in text
assert "- 差旅报销培训" in text
assert "- 发票、审批、预算三项要素必须齐全" in text
def _write_minimal_xlsx(file_path, *, sheet_name: str, rows: list[list[str]]) -> None:
workbook_xml = f"""<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<workbook xmlns="http://schemas.openxmlformats.org/spreadsheetml/2006/main"
xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships">
<sheets>
<sheet name="{sheet_name}" sheetId="1" r:id="rId1"/>
</sheets>
</workbook>
"""
rels_xml = """<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships">
<Relationship Id="rId1"
Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/worksheet"
Target="worksheets/sheet1.xml"/>
</Relationships>
"""
row_xml = "\n".join(
f'<row r="{row_index}">'
+ "".join(
f'<c r="{chr(65 + column_index)}{row_index}" t="inlineStr"><is><t>{cell}</t></is></c>'
for column_index, cell in enumerate(row)
)
+ "</row>"
for row_index, row in enumerate(rows, start=1)
)
sheet_xml = f"""<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<worksheet xmlns="http://schemas.openxmlformats.org/spreadsheetml/2006/main">
<sheetData>
{row_xml}
</sheetData>
</worksheet>
"""
with ZipFile(file_path, "w") as archive:
archive.writestr("xl/workbook.xml", workbook_xml)
archive.writestr("xl/_rels/workbook.xml.rels", rels_xml)
archive.writestr("xl/worksheets/sheet1.xml", sheet_xml)

9
server/tests/test_knowledge_service.py
View File

@@ -28,6 +28,15 @@ def build_session() -> Session:
return session_factory()
def test_list_library_returns_closed_folder_icons_by_default(tmp_path) -> None:
service = KnowledgeService(storage_root=tmp_path)
library = service.list_library()
assert library.folders
assert {folder.icon for folder in library.folders} == {"mdi mdi-folder"}
def test_reconcile_document_ingest_status_keeps_failed_when_linked_run_failed(
tmp_path,
monkeypatch,

22
server/tests/test_ontology_service.py
View File

@@ -534,6 +534,28 @@ def test_semantic_ontology_service_maps_riding_fare_to_transport_expense_type()
)
def test_semantic_ontology_service_maps_taxi_ticket_reimbursement_to_transport_draft() -> None:
session_factory = build_session_factory()
with session_factory() as db:
result = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="送客户去机场，报销的士票",
user_id="pytest",
)
)
assert result.scenario == "expense"
assert result.intent == "draft"
assert any(
item.type == "expense_type" and item.normalized_value == "transport"
for item in result.entities
)
assert not any(
item.type == "expense_type" and item.normalized_value == "entertainment"
for item in result.entities
)
def test_semantic_ontology_service_uses_model_parse_when_available(monkeypatch) -> None:
session_factory = build_session_factory()
with session_factory() as db:

137
server/tests/test_orchestrator_review_flow.py
View File

@@ -228,6 +228,60 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
assert continued_context["review_form_values"]["expense_type"] == "差旅费"
def test_conversation_scope_creates_new_session_for_different_claim() -> None:
session_factory = build_session_factory()
with session_factory() as db:
service = AgentConversationService(db)
old_conversation = service.get_or_create_conversation(
conversation_id="conv-old-claim-scope",
user_id="emp-scope@example.com",
source="user_message",
context_json={
"session_type": "expense",
"draft_claim_id": "claim-old",
"attachment_names": ["old-hotel.pdf"],
"attachment_count": 1,
"review_form_values": {
"expense_type": "住宿票",
"merchant_name": "旧酒店",
},
},
)
service.append_message(
conversation_id=old_conversation.conversation_id,
role="user",
content="继续补充旧酒店发票",
)
scoped_conversation = service.get_or_create_conversation(
conversation_id=old_conversation.conversation_id,
user_id="emp-scope@example.com",
source="user_message",
context_json={
"session_type": "expense",
"draft_claim_id": "claim-current",
},
)
conflict_context = service.hydrate_context_json(
conversation=old_conversation,
context_json={"draft_claim_id": "claim-current"},
message="继续补充当前单据的火车票",
)
scoped_context = service.hydrate_context_json(
conversation=scoped_conversation,
context_json={"draft_claim_id": "claim-current"},
message="继续补充当前单据的火车票",
)
db.refresh(old_conversation)
assert scoped_conversation.conversation_id != old_conversation.conversation_id
assert scoped_conversation.draft_claim_id == "claim-current"
assert old_conversation.draft_claim_id == "claim-old"
assert conflict_context == {"draft_claim_id": "claim-current"}
assert scoped_context["draft_claim_id"] == "claim-current"
assert scoped_context["conversation_history"] == []
def test_orchestrator_history_query_filters_location_time_and_returns_real_amount(
monkeypatch,
) -> None:
@@ -322,6 +376,89 @@ def test_orchestrator_history_query_filters_location_time_and_returns_real_amoun
assert "321.45" in response.result["answer"]
def test_orchestrator_archive_query_filters_archived_claims_and_limits_preview(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
with session_factory() as db:
employee = Employee(
id="emp-archive-query",
employee_no="E9021",
name="归档员工",
email="archive-query@example.com",
)
claims = []
for index in range(6):
claims.append(
ExpenseClaim(
id=f"claim-archive-query-{index}",
claim_no=f"EXP-ARCHIVE-{index + 1:03d}",
employee=employee,
employee_id=employee.id,
employee_name="归档员工",
department_name="交付部",
expense_type="travel",
reason=f"归档差旅 {index + 1}",
location="上海",
amount=Decimal("100.00") + Decimal(index),
currency="CNY",
invoice_count=1,
occurred_at=datetime(2026, 2, index + 1, 9, 0, tzinfo=UTC),
submitted_at=datetime(2026, 2, index + 2, 10, 0, tzinfo=UTC),
status="approved",
approval_stage="归档入账",
)
)
draft_claim = ExpenseClaim(
id="claim-archive-query-draft",
claim_no="EXP-ARCHIVE-DRAFT",
employee=employee,
employee_id=employee.id,
employee_name="归档员工",
department_name="交付部",
expense_type="travel",
reason="未归档草稿",
location="上海",
amount=Decimal("999.00"),
currency="CNY",
invoice_count=0,
occurred_at=datetime(2026, 3, 1, 9, 0, tzinfo=UTC),
submitted_at=None,
status="draft",
approval_stage="待提交",
)
db.add_all([employee, *claims, draft_claim])
db.commit()
response = OrchestratorService(db).run(
OrchestratorRequest(
source="user_message",
user_id="archive-query@example.com",
message="帮我查询一下我的归档的单据有哪些？",
context_json={
"client_now_iso": "2026-05-21T04:00:00.000Z",
"client_timezone_offset_minutes": -480,
},
)
)
query_payload = response.result["query_payload"]
assert response.status == "succeeded"
assert response.trace_summary.intent == "query"
assert query_payload["record_count"] == 6
assert query_payload["preview_count"] == 5
assert query_payload["preview_limit"] == 5
assert query_payload["title"] == "最近 5 条你的归档报销单"
assert all(record["status"] == "approved" for record in query_payload["records"])
assert "EXP-ARCHIVE-DRAFT" not in [record["claim_no"] for record in query_payload["records"]]
assert response.result["suggested_actions"] == []
assert "下面先列出最近 5 条记录" in response.result["answer"]
def test_orchestrator_expense_preview_does_not_persist_claim_before_user_action(
monkeypatch,
) -> None:

73
server/tests/test_user_agent_service.py
View File

@@ -700,6 +700,37 @@ def test_user_agent_guides_riding_fare_as_transport_expense() -> None:
assert "“交通费”" in response.review_payload.intent_summary
def test_user_agent_keeps_taxi_ticket_for_customer_dropoff_as_transport_expense() -> None:
session_factory = build_session_factory()
with session_factory() as db:
message = "送客户去机场，报销的士票"
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=message,
user_id="pytest",
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message=message,
ontology=ontology,
tool_payload={"draft_only": True},
)
)
assert ontology.intent == "draft"
assert response.review_payload is not None
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["expense_type"].value == "交通费"
assert slot_map["expense_type"].normalized_value == "transport"
assert slot_map["reason"].value == "送客户去机场，报销的士票"
assert "业务招待费" not in response.review_payload.intent_summary
assert "客户名称" not in response.review_payload.missing_slots
assert "参与人员" not in response.review_payload.missing_slots
def test_user_agent_keeps_travel_range_when_user_adds_receipts_after_text_context() -> None:
session_factory = build_session_factory()
with session_factory() as db:
@@ -1060,6 +1091,40 @@ def test_user_agent_returns_draft_limit_message_when_save_is_blocked() -> None:
)
def test_user_agent_save_draft_answer_guides_followup_to_existing_draft() -> None:
session_factory = build_session_factory()
with session_factory() as db:
context_json = {"review_action": "save_draft"}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="请按当前识别信息保存报销草稿",
user_id="pytest",
context_json=context_json,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message="请按当前识别信息保存报销草稿",
ontology=ontology,
context_json=context_json,
tool_payload={
"claim_id": "claim-1",
"claim_no": "BX202605220001",
"status": "draft",
"approval_stage": "待提交",
},
)
)
assert response.draft_payload is not None
assert response.draft_payload.claim_no == "BX202605220001"
assert "已按您当前确认的信息保存为草稿 BX202605220001" in response.answer
assert "请关联这张草稿" in response.answer
assert "继续保存草稿" not in response.answer
def test_user_agent_returns_submitted_draft_payload_for_review_next_step() -> None:
session_factory = build_session_factory()
with session_factory() as db:
@@ -2022,6 +2087,8 @@ def test_user_agent_filters_deprecated_review_risk_briefs() -> None:
def test_user_agent_submission_blocked_risk_level_only_marks_amount_reasons_high() -> None:
assert UserAgentService._resolve_submission_blocked_risk_level("住宿金额超出当前职级差标") == "high"
assert UserAgentService._resolve_submission_blocked_risk_level("缺少直属领导或参与人员信息") == "warning"
assert UserAgentService._is_submission_exception_explanation_reason("住宿金额超出当前职级差标，且未补充超标说明。")
assert not UserAgentService._is_submission_exception_explanation_reason("缺少直属领导或参与人员信息")
def test_user_agent_review_payload_shows_ai_precheck_failure_in_main_message() -> None:
@@ -2066,11 +2133,13 @@ def test_user_agent_review_payload_shows_ai_precheck_failure_in_main_message() -
assert response.review_payload is not None
assert response.answer == response.review_payload.body_message
assert response.answer.startswith("AI预审未通过：住宿金额超出当前职级差标")
assert "整改后再继续提交" in response.answer
assert response.answer.startswith("检测到当前单据存在需要说明的超标风险")
assert "票据会先正常归集到单据中" in response.answer
assert "附加说明" in response.answer
assert response.review_payload.can_proceed is False
blocked_brief = next(item for item in response.review_payload.risk_briefs if item.title == "提交风险提示")
assert blocked_brief.level == "high"
assert "不是票据归集阻断条件" in blocked_brief.detail
assert not any(item.title == "AI预审未通过" for item in response.review_payload.risk_briefs)