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feat: 增加差旅报销标准测算和财务终审流程

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新增差旅报销测算接口及 Spreadsheet 规则解析，审批流程拆分
直属领导审批与财务终审两阶段并细分权限，修复 PDF 文本层
缺失时自动回退 OCR，提交后清理关联会话，前端适配审批流
交互并补充单元测试。
This commit is contained in:
caoxiaozhu
2026-05-21 09:28:33 +08:00
parent 002bf4f756
commit 8f65661809
43 changed files with 4366 additions and 410 deletions
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509
server/tests/test_user_agent_service.py
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@@ -1,16 +1,21 @@
from __future__ import annotations
from datetime import UTC, datetime, timedelta
from sqlalchemy import create_engine
from sqlalchemy.orm import Session, sessionmaker
from sqlalchemy.pool import StaticPool
from app.db.base import Base
from app.schemas.ontology import OntologyParseRequest
from app.schemas.user_agent import UserAgentRequest
from app.services.ontology import SemanticOntologyService
from app.services.user_agent import UserAgentService
from __future__ import annotations
from datetime import UTC, datetime, timedelta
from decimal import Decimal
from sqlalchemy import create_engine
from sqlalchemy.orm import Session, sessionmaker
from sqlalchemy.pool import StaticPool
from app.db.base import Base
from app.models.employee import Employee
from app.models.financial_record import ExpenseClaim
from app.core.agent_enums import AgentAssetType
from app.schemas.ontology import OntologyParseRequest
from app.schemas.user_agent import UserAgentCitation, UserAgentRequest, UserAgentReviewRiskBrief
from app.services.agent_assets import AgentAssetService
from app.services.ontology import SemanticOntologyService
from app.services.user_agent import UserAgentService
def build_session_factory() -> sessionmaker[Session]:
@@ -1096,11 +1101,11 @@ def test_user_agent_prefers_larger_decimal_amount_from_ocr_text_candidates() ->
assert slot_map["amount"].value == "13.40元"
def test_user_agent_review_payload_keeps_document_preview_data() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
def test_user_agent_review_payload_keeps_document_preview_data() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="我上传了打车票据，帮我生成报销草稿",
user_id="pytest",
context_json={
@@ -1147,15 +1152,465 @@ def test_user_agent_review_payload_keeps_document_preview_data() -> None:
)
assert response.review_payload is not None
assert response.review_payload.document_cards[0].preview_kind == "image"
assert response.review_payload.document_cards[0].preview_data_url.startswith("data:image/png;base64,")
def test_user_agent_prompts_existing_draft_association_choice_for_multi_documents() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
assert response.review_payload.document_cards[0].preview_kind == "image"
assert response.review_payload.document_cards[0].preview_data_url.startswith("data:image/png;base64,")
def test_user_agent_review_payload_prechecks_travel_receipts_against_policy_and_hides_old_briefs(
monkeypatch,
) -> None:
session_factory = build_session_factory()
with session_factory() as db:
employee = Employee(
employee_no="E-TRAVEL-001",
name="张三",
email="pytest-travel@example.com",
position="实施顾问",
grade="P4",
)
db.add(employee)
db.flush()
db.add(
ExpenseClaim(
claim_no="EXP-HISTORY-001",
employee_id=employee.id,
employee_name=employee.name,
department_name="交付部",
expense_type="travel",
reason="历史差旅记录",
location="北京",
amount=Decimal("680.00"),
invoice_count=1,
occurred_at=datetime.now(UTC) - timedelta(days=7),
status="draft",
risk_flags_json=[{"label": "历史风险"}],
)
)
db.commit()
query = "我去北京出差住酒店，上传了北京酒店发票，帮我生成差旅费报销草稿"
context = {
"name": "张三",
"attachment_names": ["北京酒店发票.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "北京酒店发票.png",
"document_type": "hotel_invoice",
"summary": "北京中心酒店 住宿 1 晚 金额 680 元",
"text": "北京中心酒店 住宿 1 晚 金额 680 元",
"avg_score": 0.96,
"document_fields": [
{"key": "amount", "label": "金额", "value": "680"},
{"key": "merchant", "label": "酒店", "value": "北京中心酒店"},
],
"warnings": [],
}
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest-travel@example.com",
context_json=context,
)
)
service = UserAgentService(db)
monkeypatch.setattr(
service,
"_build_citations",
lambda payload: [
UserAgentCitation(
source_type="rule",
code="rule.expense.travel_risk_control_standard",
title="差旅报销风险管控制度",
version="v1.1.0",
excerpt="住宿费按职级和城市分级限额执行。",
)
],
)
response = service.respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-travel@example.com",
message=query,
ontology=ontology,
context_json=context,
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
titles = [item.title for item in response.review_payload.risk_briefs]
assert "历史报销画像" not in titles
assert "制度注意事项" not in titles
hotel_brief = next(item for item in response.review_payload.risk_briefs if "住宿超标" in item.title)
combined = f"{hotel_brief.title}\n{hotel_brief.content}\n{hotel_brief.detail}\n{hotel_brief.suggestion}"
assert "北京酒店发票.png" in combined
assert "P4-P5" in combined
assert "680.00" in combined
assert "450.00" in combined
assert "公司差旅费报销规则" in combined
assert "补充超标说明" in combined
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["merchant_name"].value == "北京中心酒店"
def test_user_agent_review_payload_prefers_hotel_invoice_for_hotel_name() -> None:
session_factory = build_session_factory()
with session_factory() as db:
query = "我去北京出差，上传了火车票和酒店发票，帮我生成差旅费报销草稿"
context = {
"name": "张三",
"attachment_names": ["北京南站火车票.png", "北京中心酒店发票.png"],
"attachment_count": 2,
"ocr_documents": [
{
"filename": "北京南站火车票.png",
"document_type": "train_ticket",
"summary": "广州南至北京南 高铁二等座 金额 560 元",
"text": "广州南至北京南 高铁二等座 金额 560 元",
"avg_score": 0.95,
"document_fields": [
{"key": "amount", "label": "金额", "value": "560"},
],
"warnings": [],
},
{
"filename": "北京中心酒店发票.png",
"document_type": "hotel_invoice",
"summary": "北京中心酒店 住宿 1 晚 金额 450 元",
"text": "北京中心酒店 住宿 1 晚 金额 450 元",
"avg_score": 0.96,
"document_fields": [
{"key": "amount", "label": "金额", "value": "450"},
{"key": "merchant", "label": "酒店名称", "value": "北京中心酒店"},
],
"warnings": [],
},
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest-travel-hotel-name@example.com",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-travel-hotel-name@example.com",
message=query,
ontology=ontology,
context_json=context,
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["merchant_name"].value == "北京中心酒店"
def test_user_agent_review_payload_prechecks_taxi_amount_against_rule_standard() -> None:
session_factory = build_session_factory()
with session_factory() as db:
query = "我去北京出差，上传了一张打车票，帮我生成差旅费报销草稿"
context = {
"name": "张三",
"grade": "P4",
"attachment_names": ["北京打车票.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "北京打车票.png",
"document_type": "taxi_receipt",
"summary": "北京网约车 打车票 支付金额 360 元",
"text": "北京网约车 打车票 支付金额 360 元",
"avg_score": 0.95,
"document_fields": [
{"key": "amount", "label": "支付金额", "value": "360"},
],
"warnings": [],
}
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message=query,
ontology=ontology,
context_json=context,
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
amount_brief = next(item for item in response.review_payload.risk_briefs if "交通费金额超标" in item.title)
combined = f"{amount_brief.title}\n{amount_brief.content}\n{amount_brief.detail}\n{amount_brief.suggestion}"
assert "北京打车票.png" in combined
assert "360.00" in combined
assert "300.00" in combined
assert "单笔交通金额" in combined
assert "报销场景提交与附件标准" in combined
assert amount_brief.level == "high"
assert any(item.title == "附件金额测算结果" for item in response.review_payload.risk_briefs)
def test_user_agent_review_payload_uses_finance_spreadsheet_hotel_amount_standard() -> None:
session_factory = build_session_factory()
with session_factory() as db:
AgentAssetService(db).list_assets(asset_type=AgentAssetType.RULE.value)
employee = Employee(
employee_no="E-TRAVEL-XLSX-001",
name="测算员工",
email="pytest-travel-xlsx@example.com",
position="基层经理",
grade="P4",
)
db.add(employee)
db.commit()
query = "测算员工去北京出差住宿，上传了北京酒店发票，帮我生成差旅费报销草稿"
context = {
"name": "测算员工",
"attachment_names": ["北京酒店发票.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "北京酒店发票.png",
"document_type": "hotel_invoice",
"summary": "北京酒店 住宿 1 晚 金额 480 元",
"text": "北京酒店 住宿 1 晚 金额 480 元",
"avg_score": 0.96,
"document_fields": [
{"key": "amount", "label": "金额", "value": "480"},
],
"warnings": [],
}
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest-travel-xlsx@example.com",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-travel-xlsx@example.com",
message=query,
ontology=ontology,
context_json=context,
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
hotel_brief = next(item for item in response.review_payload.risk_briefs if "住宿超标" in item.title)
combined = f"{hotel_brief.content}\n{hotel_brief.detail}"
assert "480.00" in combined
assert "450.00" in combined
assert "公司差旅费报销规则" in combined
def test_user_agent_review_payload_uses_spreadsheet_city_hotel_standard_not_default_tier() -> None:
session_factory = build_session_factory()
with session_factory() as db:
AgentAssetService(db).list_assets(asset_type=AgentAssetType.RULE.value)
query = "我去张家口出差住宿，上传了张家口酒店发票，帮我生成差旅费报销草稿"
context = {
"name": "张三",
"grade": "P4",
"attachment_names": ["张家口酒店发票.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "张家口酒店发票.png",
"document_type": "hotel_invoice",
"summary": "张家口酒店 住宿 1 晚 金额 320 元",
"text": "张家口酒店 住宿 1 晚 金额 320 元",
"avg_score": 0.96,
"document_fields": [
{"key": "amount", "label": "金额", "value": "320"},
],
"warnings": [],
}
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest-travel-city@example.com",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-travel-city@example.com",
message=query,
ontology=ontology,
context_json=context,
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
hotel_brief = next(item for item in response.review_payload.risk_briefs if "住宿超标" in item.title)
combined = f"{hotel_brief.content}\n{hotel_brief.detail}"
assert "320.00" in combined
assert "300.00" in combined
assert "公司差旅费报销规则" in combined
def test_user_agent_review_payload_uses_finance_spreadsheet_meal_allowance_standard() -> None:
session_factory = build_session_factory()
with session_factory() as db:
AgentAssetService(db).list_assets(asset_type=AgentAssetType.RULE.value)
query = "我去北京出差，上传了一张餐饮发票，帮我生成差旅费报销草稿"
context = {
"name": "张三",
"grade": "P4",
"attachment_names": ["北京餐饮发票.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "北京餐饮发票.png",
"document_type": "meal_receipt",
"summary": "北京餐饮发票 金额 90 元",
"text": "北京餐饮发票 金额 90 元",
"avg_score": 0.96,
"document_fields": [
{"key": "amount", "label": "金额", "value": "90"},
],
"warnings": [],
}
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest-travel-meal@example.com",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-travel-meal@example.com",
message=query,
ontology=ontology,
context_json=context,
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
meal_brief = next(item for item in response.review_payload.risk_briefs if "伙食补助标准" in item.title)
combined = f"{meal_brief.title}\n{meal_brief.content}\n{meal_brief.detail}\n{meal_brief.suggestion}"
assert "北京餐饮发票.png" in combined
assert "90.00" in combined
assert "65.00" in combined
assert "直辖市/特区" in combined
assert "公司差旅费报销规则" in combined
assert meal_brief.level == "high"
measurement = next(item for item in response.review_payload.risk_briefs if item.title == "附件金额测算结果")
assert "伙食补助标准 65.00" in measurement.detail
def test_user_agent_filters_deprecated_review_risk_briefs() -> None:
filtered = UserAgentService._filter_deprecated_review_risk_briefs(
[
UserAgentReviewRiskBrief(title="历史报销画像", level="info", content="旧画像"),
UserAgentReviewRiskBrief(title="用户画像", level="info", content="旧画像"),
UserAgentReviewRiskBrief(title="制度注意事项", level="info", content="旧制度提示"),
UserAgentReviewRiskBrief(title="住宿超标待说明", level="high", content="保留"),
]
)
assert [item.title for item in filtered] == ["住宿超标待说明"]
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"
def test_user_agent_review_payload_shows_ai_precheck_failure_in_main_message() -> None:
session_factory = build_session_factory()
with session_factory() as db:
query = "我去北京出差住酒店，帮我生成差旅费报销草稿并进入下一步提交"
context = {
"name": "张三",
"attachment_names": ["北京酒店发票.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "北京酒店发票.png",
"document_type": "hotel_invoice",
"summary": "北京酒店 住宿 1 晚 金额 680 元",
"text": "北京酒店 住宿 1 晚 金额 680 元",
"avg_score": 0.94,
}
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message=query,
ontology=ontology,
context_json=context,
tool_payload={
"submission_blocked": True,
"submission_blocked_reasons": ["住宿金额超出当前职级差标，且未补充超标说明。"],
},
)
)
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.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 not any(item.title == "AI预审未通过" for item in response.review_payload.risk_briefs)
def test_user_agent_prompts_existing_draft_association_choice_for_multi_documents() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="我上传了两张票据，帮我生成报销草稿",
user_id="pytest",
)