Refine travel reimbursement steward flow
Align planner, runtime rules, and policy assets so travel guidance matches the updated reimbursement workflow.
This commit is contained in:
caoxiaozhu
@@ -8,6 +8,8 @@ from typing import Any
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from app.schemas.steward import (
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StewardAttachmentGroup,
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StewardAttachmentInput,
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StewardCandidateFlow,
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StewardPendingFlowConfirmation,
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StewardPlanRequest,
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StewardPlanResponse,
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StewardTask,
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@@ -31,7 +33,18 @@ class StewardModelPlanBuilder:
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request: StewardPlanRequest,
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base_date: date,
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) -> StewardPlanResponse | None:
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pending_flow_confirmation = self._build_pending_flow_confirmation(
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intent_result.payload,
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request=request,
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base_date=base_date,
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)
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tasks = self._build_tasks_from_model_payload(intent_result.payload, request, base_date)
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if not tasks and pending_flow_confirmation.status == "pending":
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return self._build_pending_flow_plan(
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pending_flow_confirmation,
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intent_result,
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request=request,
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)
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if not tasks:
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return None
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@@ -54,11 +67,33 @@ class StewardModelPlanBuilder:
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plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
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plan_status="needs_confirmation" if confirmation_groups else "ready_to_delegate",
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planning_source="llm_function_call",
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next_action="confirm_task" if confirmation_groups else "delegate_task",
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summary=self.planner._build_summary(tasks, attachment_groups),
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thinking_events=thinking_events,
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tasks=tasks,
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attachment_groups=attachment_groups,
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confirmation_groups=confirmation_groups,
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pending_flow_confirmation=pending_flow_confirmation,
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candidate_flows=pending_flow_confirmation.candidate_flows,
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model_call_traces=intent_result.model_call_traces,
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)
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def _build_pending_flow_plan(
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self,
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pending_flow_confirmation: StewardPendingFlowConfirmation,
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intent_result: StewardIntentAgentResult,
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*,
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request: StewardPlanRequest,
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) -> StewardPlanResponse:
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return StewardPlanResponse(
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plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
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plan_status="needs_flow_confirmation",
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planning_source="llm_function_call",
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next_action="confirm_flow",
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summary=self._build_pending_flow_summary(pending_flow_confirmation),
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thinking_events=self._build_pending_flow_thinking_events(intent_result.payload, request),
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pending_flow_confirmation=pending_flow_confirmation,
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candidate_flows=pending_flow_confirmation.candidate_flows,
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model_call_traces=intent_result.model_call_traces,
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)
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@@ -144,6 +179,134 @@ class StewardModelPlanBuilder:
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return tasks
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def _build_pending_flow_confirmation(
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self,
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payload: dict[str, Any],
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*,
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request: StewardPlanRequest,
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base_date: date,
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) -> StewardPendingFlowConfirmation:
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raw_pending = payload.get("pending_flow_confirmation")
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raw_candidates = payload.get("candidate_flows")
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if isinstance(raw_pending, dict):
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raw_candidates = raw_pending.get("candidate_flows", raw_candidates)
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status = self.planner._clean_text(raw_pending.get("status")) or "pending"
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source_message = self.planner._clean_text(raw_pending.get("source_message")) or request.message
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reason = self.planner._clean_text(raw_pending.get("reason"))
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else:
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status = "pending" if isinstance(raw_candidates, list) and raw_candidates else "none"
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source_message = request.message
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reason = ""
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candidates = self._build_candidate_flows(raw_candidates, request=request, base_date=base_date)
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if status != "pending" or not candidates:
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return StewardPendingFlowConfirmation()
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return StewardPendingFlowConfirmation(
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status="pending",
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source_message=source_message,
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reason=reason or "当前话术同时可能进入申请或报销流程，需要先请用户确认。",
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candidate_flows=candidates,
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)
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def _build_candidate_flows(
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self,
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raw_candidates: Any,
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*,
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request: StewardPlanRequest,
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base_date: date,
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) -> list[StewardCandidateFlow]:
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if not isinstance(raw_candidates, list):
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return []
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candidates: list[StewardCandidateFlow] = []
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for raw_candidate in raw_candidates:
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if not isinstance(raw_candidate, dict):
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continue
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flow_id = self.planner._clean_text(raw_candidate.get("flow_id"))
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if flow_id not in {"travel_application", "travel_reimbursement"}:
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continue
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task_type = "expense_application" if flow_id == "travel_application" else "reimbursement"
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fields = self._sanitize_model_ontology_fields(
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raw_candidate.get("ontology_fields"),
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request=request,
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base_date=base_date,
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)
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if not fields:
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fields = self.planner._extract_ontology_fields(
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request.message,
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task_type,
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base_date,
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request,
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)
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missing_fields = self._sanitize_model_missing_fields(
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raw_candidate.get("missing_fields"),
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task_type=task_type,
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fields=fields,
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)
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label = self.planner._clean_text(raw_candidate.get("label")) or (
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"补办出差申请" if flow_id == "travel_application" else "发起费用报销"
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)
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candidates.append(
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StewardCandidateFlow(
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flow_id=flow_id, # type: ignore[arg-type]
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label=label,
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confidence=self._clamp_confidence(raw_candidate.get("confidence"), default=0.5),
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reason=self.planner._clean_text(raw_candidate.get("reason")),
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ontology_fields=fields,
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missing_fields=missing_fields,
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)
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)
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return candidates[:2]
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def _build_pending_flow_thinking_events(
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self,
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payload: dict[str, Any],
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request: StewardPlanRequest,
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) -> list[StewardThinkingEvent]:
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events = [
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StewardThinkingEvent(
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event_id="intent_agent_function_call",
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stage="llm_function_call",
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title="识别财务事项",
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content="我识别到这句话包含出差事项，但还需要确认你要进入申请流程还是报销流程。",
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)
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]
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raw_events = payload.get("thinking_events")
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if isinstance(raw_events, list):
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for raw_event in raw_events[:4]:
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if not isinstance(raw_event, dict):
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continue
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title = self.planner._clean_text(raw_event.get("title"))
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content = self.planner._clean_text(raw_event.get("content"))
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if not title or not content:
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continue
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events.append(
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StewardThinkingEvent(
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event_id=f"intent_agent_model_{len(events):03d}",
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stage=self.planner._clean_text(raw_event.get("stage")) or "flow_confirmation",
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title=title,
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content=content,
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)
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)
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if len(events) == 1:
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events.append(
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StewardThinkingEvent(
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event_id="intent_agent_pending_flow",
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stage="flow_confirmation",
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title="等待确认流程方向",
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content=f"当前输入“{request.message}”缺少明确动作词，需要先由你选择补办出差申请或发起费用报销。",
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)
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)
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return events
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@staticmethod
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def _build_pending_flow_summary(pending_flow_confirmation: StewardPendingFlowConfirmation) -> str:
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candidate_labels = [item.label for item in pending_flow_confirmation.candidate_flows if item.label]
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if len(candidate_labels) >= 2:
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return (
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f"我识别到这是一次财务事项，但还不能确定你要做的是"
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f"**{candidate_labels[0]}**还是**{candidate_labels[1]}**。请先选择一个方向。"
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)
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return "我识别到这是一次财务事项，但还需要先确认具体流程方向。"
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def _sanitize_model_ontology_fields(
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self,
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raw_fields: Any,
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