YG-Soft/X-Financial
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Refine travel reimbursement steward flow

Browse Source 
Align planner, runtime rules, and policy assets so travel guidance
matches the updated reimbursement workflow.
This commit is contained in:
caoxiaozhu
2026-06-15 22:55:18 +08:00
parent 792741709a
commit 9f7b8b46a3
85 changed files with 9496 additions and 2555 deletions
Download Patch File Download Diff File Expand all files Collapse all files

165
server/src/app/services/steward_planner.py
View File

@@ -9,7 +9,9 @@ from typing import Any
from app.schemas.steward import (
StewardAttachmentGroup,
StewardAttachmentInput,
StewardCandidateFlow,
StewardConfirmationAction,
StewardPendingFlowConfirmation,
StewardPlanRequest,
StewardPlanResponse,
StewardTask,
@@ -107,7 +109,7 @@ class StewardPlannerService:
base_date = self._resolve_base_date(request.client_now_iso, request.context_json)
model_call_traces: list[dict[str, Any]] = []
fallback_reason = ""
if self.intent_agent is not None:
if self.intent_agent is not None and self._should_use_model_intent_recognition(message, base_date, request):
try:
intent_result = self.intent_agent.detect(
request,
@@ -122,6 +124,17 @@ class StewardPlannerService:
base_date=base_date,
)
if llm_plan is not None:
if self._looks_like_ambiguous_travel_flow(message, base_date, request):
return self._build_pending_flow_fallback_plan(
request,
base_date=base_date,
model_call_traces=model_call_traces,
fallback_reason=(
"主模型返回了直接任务，但当前话术没有明确申请或报销动作；"
"服务端已改为候选流程确认，避免误入申请流程。"
),
planning_source="llm_function_call",
)
return llm_plan
model_call_traces = getattr(self.intent_agent, "last_call_traces", []) or model_call_traces
fallback_reason = "主模型未返回可用的 function calling 计划，已切换到规则兜底。"
@@ -136,6 +149,16 @@ class StewardPlannerService:
fallback_reason=fallback_reason,
)
def _should_use_model_intent_recognition(
self,
message: str,
base_date: date,
request: StewardPlanRequest,
) -> bool:
if self._looks_like_ambiguous_travel_flow(message, base_date, request):
return False
return self._has_multiple_financial_demands(message)
def _build_rule_fallback_plan(
self,
request: StewardPlanRequest,
@@ -145,6 +168,13 @@ class StewardPlannerService:
fallback_reason: str = "",
) -> StewardPlanResponse:
message = self._clean_text(request.message)
if self._looks_like_ambiguous_travel_flow(message, base_date, request):
return self._build_pending_flow_fallback_plan(
request,
base_date=base_date,
model_call_traces=model_call_traces,
fallback_reason=fallback_reason,
)
task_drafts = self._extract_task_drafts(message)
tasks = [self._build_task(draft, base_date, request) for draft in task_drafts]
if not tasks:
@@ -169,6 +199,7 @@ class StewardPlannerService:
plan_id=plan_id,
plan_status="needs_confirmation" if confirmation_groups else "ready_to_delegate",
planning_source="rule_fallback",
next_action="confirm_task" if confirmation_groups else "delegate_task",
summary=self._build_summary(tasks, attachment_groups),
thinking_events=thinking_events,
tasks=tasks,
@@ -177,6 +208,91 @@ class StewardPlannerService:
model_call_traces=model_call_traces or [],
)
def _build_pending_flow_fallback_plan(
self,
request: StewardPlanRequest,
*,
base_date: date,
model_call_traces: list[dict[str, Any]] | None = None,
fallback_reason: str = "",
planning_source: str = "rule_fallback",
) -> StewardPlanResponse:
candidates = self._build_rule_candidate_flows(request, base_date)
pending = StewardPendingFlowConfirmation(
status="pending",
source_message=request.message,
reason="当前话术描述了出差事项，但没有明确说明要补办申请还是发起报销。",
candidate_flows=candidates,
)
thinking_events = []
if fallback_reason:
thinking_events.append(
StewardThinkingEvent(
event_id="intent_agent_rule_fallback",
stage="rule_fallback",
title="意图识别智能体进入兜底模式",
content=fallback_reason,
)
)
thinking_events.append(
StewardThinkingEvent(
event_id="intent_pending_flow_confirmation",
stage="flow_confirmation",
title="需要确认流程方向",
content="我识别到时间、地点和出差事由，但没有识别到明确的申请或报销动作，需要先请你选择流程方向。",
)
)
return StewardPlanResponse(
plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
plan_status="needs_flow_confirmation",
planning_source=planning_source, # type: ignore[arg-type]
next_action="confirm_flow",
summary=(
"我识别到这是一次出差事项，但还不能确定你要做的是"
"**补办出差申请**还是**发起费用报销**。请先选择一个方向。"
),
thinking_events=thinking_events,
pending_flow_confirmation=pending,
candidate_flows=candidates,
model_call_traces=model_call_traces or [],
)
def _build_rule_candidate_flows(
self,
request: StewardPlanRequest,
base_date: date,
) -> list[StewardCandidateFlow]:
application_fields = self._extract_ontology_fields(
request.message,
"expense_application",
base_date,
request,
)
reimbursement_fields = self._extract_ontology_fields(
request.message,
"reimbursement",
base_date,
request,
)
return [
StewardCandidateFlow(
flow_id="travel_application",
label="补办出差申请",
confidence=0.52,
reason="用户描述了出差时间、地点和事由，但没有明确说要报销。",
ontology_fields=application_fields,
missing_fields=self._resolve_missing_fields("expense_application", application_fields),
),
StewardCandidateFlow(
flow_id="travel_reimbursement",
label="发起费用报销",
confidence=0.48,
reason="用户描述的也可能是已发生出差事项，需要进入报销材料整理。",
ontology_fields=reimbursement_fields,
missing_fields=self._resolve_missing_fields("reimbursement", reimbursement_fields),
),
]
def _extract_task_drafts(self, message: str) -> list[PlannedTaskDraft]:
drafts: list[PlannedTaskDraft] = []
first_reimbursement = self._find_first_reimbursement_index(message)
@@ -202,6 +318,24 @@ class StewardPlannerService:
return drafts
def _has_multiple_financial_demands(self, message: str) -> bool:
task_drafts = self._extract_task_drafts(message)
if len(task_drafts) > 1:
return True
compact = re.sub(r"\s+", "", message)
if not compact:
return False
application_signal = self._looks_like_application(compact) or self._looks_like_future_travel_application(compact)
reimbursement_signal = self._find_first_reimbursement_index(compact) >= 0
if application_signal and reimbursement_signal:
return True
connector_signal = re.search(r"并且|同时|另外|还有|还要|以及|再", compact)
repeated_reimbursement_signal = len(list(REIMBURSEMENT_PATTERN.finditer(compact))) > 1
return bool(connector_signal and repeated_reimbursement_signal)
@staticmethod
def _find_first_reimbursement_index(message: str) -> int:
candidates = [message.find(item) for item in ("我要报销", "还需要报销", "需要报销", "报销")]
@@ -238,6 +372,35 @@ class StewardPlannerService:
)
return bool((business_signal or route_signal) and (time_signal or planned_route_signal))
def _looks_like_ambiguous_travel_flow(
self,
text: str,
base_date: date,
request: StewardPlanRequest,
) -> bool:
compact = re.sub(r"\s+", "", text)
if not compact or request.attachments:
return False
if re.search(r"申请|报销|草稿|提交|审批|保存|发起|创建", compact):
return False
if not re.search(r"出差|差旅|客户现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收", compact):
return False
if not self._extract_time_range(compact, base_date):
return False
if not self._extract_location(compact):
return False
return not self._is_future_or_current_time_range(compact, base_date)
def _is_future_or_current_time_range(self, segment: str, base_date: date) -> bool:
normalized = self._extract_time_range(segment, base_date)
if not normalized:
return False
try:
parsed = date.fromisoformat(normalized)
except ValueError:
return False
return parsed >= base_date
def _build_task(
self,
draft: PlannedTaskDraft,