Refine travel reimbursement steward flow

Align planner, runtime rules, and policy assets so travel guidance
matches the updated reimbursement workflow.

server/tests/test_steward_flow_state.py

@@ -0,0 +1,138 @@
+from __future__ import annotations
+
+from app.schemas.steward import (
+    StewardCandidateFlow,
+    StewardFlowStatePatch,
+    StewardPendingFlowConfirmation,
+    StewardPlanResponse,
+)
+from app.services.steward_flow_state import StewardFlowStateService
+
+
+def test_state_merge_keeps_application_and_reimbursement_flows() -> None:
+    service = StewardFlowStateService()
+
+    state = service.merge_state(
+        {},
+        StewardFlowStatePatch(
+            active_flow="travel_application",
+            flow_id="travel_application",
+            intent="travel_application_create",
+            fields={"expense_type": "travel", "location": "上海", "reason": "客户现场支撑"},
+            missing_fields=["transport_mode"],
+        ),
+    )
+    state = service.merge_state(
+        state,
+        StewardFlowStatePatch(
+            active_flow="travel_reimbursement",
+            flow_id="travel_reimbursement",
+            intent="travel_reimbursement_draft",
+            fields={"amount": "708.00", "invoice_no": "NO-1"},
+            linked_application_claim_id="claim-app-001",
+        ),
+    )
+
+    assert state["active_flow"] == "travel_reimbursement"
+    assert state["flows"]["travel_application"]["fields"]["location"] == "上海"
+    assert state["flows"]["travel_application"]["missing_fields"] == ["transport_mode"]
+    assert state["flows"]["travel_reimbursement"]["fields"]["amount"] == "708.00"
+    assert state["flows"]["travel_reimbursement"]["linked_application_claim_id"] == "claim-app-001"
+
+
+def test_state_merge_filters_non_ontology_fields() -> None:
+    service = StewardFlowStateService()
+
+    state = service.merge_state(
+        {},
+        StewardFlowStatePatch(
+            active_flow="travel_application",
+            flow_id="travel_application",
+            intent="travel_application_create",
+            fields={
+                "location": "上海",
+                "invented_field": "x",
+                "occurred_date": "2026-06-15",
+            },
+        ),
+    )
+
+    assert state["flows"]["travel_application"]["fields"] == {
+        "location": "上海",
+        "time_range": "2026-06-15",
+    }
+
+
+def test_state_merge_appends_traceable_events() -> None:
+    service = StewardFlowStateService()
+
+    state = service.merge_state(
+        {},
+        StewardFlowStatePatch(
+            active_flow="travel_application",
+            flow_id="travel_application",
+            intent="travel_application_create",
+            fields={"location": "北京"},
+            evidence=[{"source": "user_message", "field": "location", "text": "去北京出差"}],
+        ),
+    )
+
+    assert len(state["events"]) == 1
+    assert state["events"][0]["flow_id"] == "travel_application"
+    assert state["events"][0]["intent"] == "travel_application_create"
+    assert state["events"][0]["fields"] == {"location": "北京"}
+    assert state["events"][0]["evidence"][0]["text"] == "去北京出差"
+
+
+def test_state_merge_plan_keeps_pending_flow_confirmation() -> None:
+    service = StewardFlowStateService()
+
+    state = service.merge_plan(
+        {},
+        StewardPlanResponse(
+            plan_id="steward_plan_pending",
+            plan_status="needs_flow_confirmation",
+            planning_source="llm_function_call",
+            next_action="confirm_flow",
+            summary="需要先确认是申请还是报销。",
+            pending_flow_confirmation=StewardPendingFlowConfirmation(
+                status="pending",
+                source_message="2月20-23日去上海出差辅助国网仿生产环境部署",
+                reason="缺少申请或报销动作词。",
+                candidate_flows=[
+                    StewardCandidateFlow(
+                        flow_id="travel_application",
+                        label="补办出差申请",
+                        confidence=0.52,
+                        reason="可能是补办申请。",
+                        ontology_fields={
+                            "time_range": "2026-02-20",
+                            "location": "上海",
+                            "expense_type": "travel",
+                            "reason": "辅助国网仿生产环境部署",
+                        },
+                        missing_fields=["transport_mode"],
+                    ),
+                    StewardCandidateFlow(
+                        flow_id="travel_reimbursement",
+                        label="发起费用报销",
+                        confidence=0.48,
+                        reason="可能是发起报销。",
+                        ontology_fields={
+                            "time_range": "2026-02-20",
+                            "location": "上海",
+                            "expense_type": "travel",
+                            "reason": "辅助国网仿生产环境部署",
+                        },
+                    ),
+                ],
+            ),
+        ),
+    )
+
+    assert state["active_flow"] == ""
+    assert state["pending_flow_confirmation"]["status"] == "pending"
+    assert state["flows"]["travel_application"]["status"] == "pending_flow_confirmation"
+    assert state["flows"]["travel_application"]["fields"]["location"] == "上海"
+    assert state["flows"]["travel_application"]["missing_fields"] == ["transport_mode"]
+    assert state["flows"]["travel_reimbursement"]["fields"]["time_range"] == "2026-02-20"