Refine travel reimbursement steward flow

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

server/tests/test_steward_planner.py

@@ -63,6 +63,24 @@ class FakeFunctionCallingIntentAgent:
         )
 
 
+class CountingFunctionCallingIntentAgent(FakeFunctionCallingIntentAgent):
+    def __init__(self) -> None:
+        self.calls = 0
+
+    def detect(self, request, *, base_date, canonical_fields):
+        self.calls += 1
+        return super().detect(request, base_date=base_date, canonical_fields=canonical_fields)
+
+
+class CountingNoResultIntentAgent:
+    def __init__(self) -> None:
+        self.calls = 0
+
+    def detect(self, request, *, base_date, canonical_fields):
+        self.calls += 1
+        return None
+
+
 class EmptyFunctionCallingIntentAgent:
     def detect(self, request, *, base_date, canonical_fields):
         return None
@@ -125,9 +143,92 @@ class ApplicationFunctionCallingIntentAgent:
         )
 
 
+class PendingFlowFunctionCallingIntentAgent:
+    def detect(self, request, *, base_date, canonical_fields):
+        return StewardIntentAgentResult(
+            payload={
+                "thinking_events": [
+                    {
+                        "stage": "flow_confirmation",
+                        "title": "识别到出差事项但动作不明确",
+                        "content": "用户提供了时间、地点和事由，但没有明确要补办申请还是发起报销。",
+                    }
+                ],
+                "pending_flow_confirmation": {
+                    "status": "pending",
+                    "source_message": request.message,
+                    "reason": "缺少申请或报销动作词，需要用户确认流程方向。",
+                    "candidate_flows": [
+                        {
+                            "flow_id": "travel_application",
+                            "label": "补办出差申请",
+                            "confidence": 0.52,
+                            "reason": "这句话可以理解为补办出差申请。",
+                            "ontology_fields": {
+                                "time_range": "2月20日",
+                                "location": "上海",
+                                "expense_type": "差旅",
+                                "reason": "辅助国网仿生产环境部署",
+                            },
+                            "missing_fields": ["transport_mode"],
+                        },
+                        {
+                            "flow_id": "travel_reimbursement",
+                            "label": "发起费用报销",
+                            "confidence": 0.48,
+                            "reason": "这句话也可能是在为已发生出差发起报销。",
+                            "ontology_fields": {
+                                "time_range": "2月20日",
+                                "location": "上海",
+                                "expense_type": "差旅",
+                                "reason": "辅助国网仿生产环境部署",
+                            },
+                            "missing_fields": [],
+                        },
+                    ],
+                },
+                "tasks": [],
+                "attachment_groups": [],
+            },
+            model_call_traces=[],
+        )
+
+
+class AmbiguousApplicationFunctionCallingIntentAgent:
+    def detect(self, request, *, base_date, canonical_fields):
+        return StewardIntentAgentResult(
+            payload={
+                "thinking_events": [
+                    {
+                        "stage": "task_split",
+                        "title": "模型直接判定为申请",
+                        "content": "模型误把无动作词的历史出差描述直接判定为申请。",
+                    }
+                ],
+                "tasks": [
+                    {
+                        "task_type": "expense_application",
+                        "title": "上海出差申请",
+                        "summary": "2月20-23日去上海出差辅助国网仿生产环境部署。",
+                        "confidence": 0.9,
+                        "ontology_fields": {
+                            "time_range": "2月20日",
+                            "location": "上海",
+                            "expense_type": "差旅",
+                            "reason": "辅助国网仿生产环境部署",
+                        },
+                        "missing_fields": ["transport_mode"],
+                    }
+                ],
+                "attachment_groups": [],
+            },
+            model_call_traces=[{"status": "succeeded"}],
+        )
+
+
 def test_steward_planner_uses_llm_function_calling_plan_when_available() -> None:
     payload = StewardPlanRequest(
-        message="我要报销昨天客户现场沟通的交通费",
+        message="\u6211\u60f3\u7533\u8bf7\u0037\u6708\u0032\u65e5\u53bb\u5317\u4eac\u51fa\u5dee\uff0c\u5e76\u4e14\u6211\u8981\u62a5\u9500\u6628\u5929\u5ba2\u6237\u73b0\u573a\u6c9f\u901a\u7684\u4ea4\u901a\u8d39",
         client_now_iso="2026-06-04T09:30:00+08:00",
         attachments=[
             StewardAttachmentInput(name="出租车票.png"),
@@ -157,7 +258,7 @@ def test_steward_planner_uses_llm_function_calling_plan_when_available() -> None
 
 def test_steward_planner_normalizes_llm_business_entertainment_expense_type() -> None:
     payload = StewardPlanRequest(
-        message="报销昨天业务招待费",
+        message="\u6211\u60f3\u7533\u8bf7\u0037\u6708\u0032\u65e5\u53bb\u5317\u4eac\u51fa\u5dee\uff0c\u5e76\u4e14\u62a5\u9500\u6628\u5929\u4e1a\u52a1\u62db\u5f85\u8d39",
         client_now_iso="2026-06-04T09:30:00+08:00",
     )
 
@@ -170,7 +271,7 @@ def test_steward_planner_normalizes_llm_business_entertainment_expense_type() ->
 
 def test_steward_planner_enforces_application_transport_gap_after_function_calling() -> None:
     payload = StewardPlanRequest(
-        message="明天出差北京3天，支撑国网仿生产部署",
+        message="\u6211\u60f3\u7533\u8bf7\u660e\u5929\u51fa\u5dee\u5317\u4eac\u0033\u5929\uff0c\u652f\u6491\u56fd\u7f51\u4eff\u751f\u4ea7\u90e8\u7f72\uff0c\u5e76\u4e14\u6211\u8981\u62a5\u9500\u6628\u5929\u7684\u4ea4\u901a\u8d39",
         client_now_iso="2026-06-04T09:30:00+08:00",
     )
 
@@ -184,19 +285,114 @@ def test_steward_planner_enforces_application_transport_gap_after_function_calli
     assert "火车、飞机或轮船" in gap_events[0].content
 
 
+def test_steward_planner_returns_pending_flow_confirmation_from_llm() -> None:
+    payload = StewardPlanRequest(
+        message="2月20-23日去上海出差辅助国网仿生产环境部署",
+        client_now_iso="2026-06-15T09:30:00+08:00",
+    )
+
+    result = StewardPlannerService(intent_agent=PendingFlowFunctionCallingIntentAgent()).build_plan(payload)
+
+    assert result.planning_source == "rule_fallback"
+    assert result.next_action == "confirm_flow"
+    assert result.plan_status == "needs_flow_confirmation"
+    assert result.pending_flow_confirmation.status == "pending"
+    assert [item.flow_id for item in result.candidate_flows] == [
+        "travel_application",
+        "travel_reimbursement",
+    ]
+    assert result.candidate_flows[0].ontology_fields["time_range"] == "2026-02-20"
+    assert result.candidate_flows[0].ontology_fields["location"] == "上海"
+    assert "申请" in result.summary and "报销" in result.summary
+
+
+def test_steward_planner_skips_llm_for_single_ambiguous_travel_flow() -> None:
+    payload = StewardPlanRequest(
+        message="\u0032\u6708\u0032\u0030-\u0032\u0033\u65e5\u53bb\u4e0a\u6d77\u51fa\u5dee\u8f85\u52a9\u56fd\u7f51\u4eff\u751f\u4ea7\u73af\u5883\u90e8\u7f72",
+        client_now_iso="2026-06-15T09:30:00+08:00",
+    )
+
+    intent_agent = CountingNoResultIntentAgent()
+
+    result = StewardPlannerService(intent_agent=intent_agent).build_plan(payload)
+
+    assert intent_agent.calls == 0
+    assert result.planning_source == "rule_fallback"
+    assert result.next_action == "confirm_flow"
+    assert result.plan_status == "needs_flow_confirmation"
+    assert result.model_call_traces == []
+    assert [item.flow_id for item in result.candidate_flows] == [
+        "travel_application",
+        "travel_reimbursement",
+    ]
+
+
+def test_steward_planner_uses_llm_for_multi_financial_demands() -> None:
+    payload = StewardPlanRequest(
+        message="\u6211\u60f3\u7533\u8bf7\u0037\u6708\u0032\u65e5\u53bb\u5317\u4eac\u51fa\u5dee\uff0c\u5e76\u4e14\u6211\u8981\u62a5\u9500\u6628\u5929\u7684\u4ea4\u901a\u8d39",
+        client_now_iso="2026-06-04T09:30:00+08:00",
+    )
+    intent_agent = CountingFunctionCallingIntentAgent()
+
+    result = StewardPlannerService(intent_agent=intent_agent).build_plan(payload)
+
+    assert intent_agent.calls == 1
+    assert result.planning_source == "llm_function_call"
+    assert result.model_call_traces[0]["status"] == "succeeded"
+
+
+def test_steward_planner_overrides_llm_direct_application_for_ambiguous_travel_flow() -> None:
+    payload = StewardPlanRequest(
+        message="2月20-23日去上海出差辅助国网仿生产环境部署",
+        client_now_iso="2026-06-15T09:30:00+08:00",
+    )
+
+    result = StewardPlannerService(intent_agent=AmbiguousApplicationFunctionCallingIntentAgent()).build_plan(payload)
+
+    assert result.planning_source == "rule_fallback"
+    assert result.next_action == "confirm_flow"
+    assert result.plan_status == "needs_flow_confirmation"
+    assert result.tasks == []
+    assert [item.flow_id for item in result.candidate_flows] == [
+        "travel_application",
+        "travel_reimbursement",
+    ]
+
+
 def test_steward_planner_falls_back_to_rules_when_function_calling_is_unavailable() -> None:
     payload = StewardPlanRequest(
-        message="我要报销昨天的交通费",
+        message="\u6211\u60f3\u7533\u8bf7\u0037\u6708\u0032\u65e5\u53bb\u5317\u4eac\u51fa\u5dee\uff0c\u5e76\u4e14\u6211\u8981\u62a5\u9500\u6628\u5929\u7684\u4ea4\u901a\u8d39",
         client_now_iso="2026-06-04T09:30:00+08:00",
     )
 
     result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
 
     assert result.planning_source == "rule_fallback"
-    assert result.tasks[0].ontology_fields["time_range"] == "2026-06-03"
+    assert [task.task_type for task in result.tasks] == ["expense_application", "reimbursement"]
+    assert result.tasks[0].ontology_fields["time_range"] == "2026-07-02"
+    assert result.tasks[1].ontology_fields["time_range"] == "2026-06-03"
     assert result.thinking_events[0].stage == "rule_fallback"
 
 
+def test_steward_planner_rule_fallback_confirms_ambiguous_travel_flow() -> None:
+    payload = StewardPlanRequest(
+        message="2月20-23日去上海出差辅助国网仿生产环境部署",
+        client_now_iso="2026-06-15T09:30:00+08:00",
+    )
+
+    result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
+
+    assert result.planning_source == "rule_fallback"
+    assert result.next_action == "confirm_flow"
+    assert result.pending_flow_confirmation.status == "pending"
+    assert [item.flow_id for item in result.candidate_flows] == [
+        "travel_application",
+        "travel_reimbursement",
+    ]
+    assert result.tasks == []
+    assert result.confirmation_groups == []
+
+
 def test_steward_planner_splits_application_and_reimbursement_tasks() -> None:
     payload = StewardPlanRequest(
         message=(
@@ -326,3 +522,28 @@ def test_steward_stream_endpoint_emits_thinking_before_plan() -> None:
     assert events[0]["data"]["stage"] == "stream_start"
     assert events[-1]["event"] == "plan"
     assert events[-1]["data"]["tasks"][0]["ontology_fields"]["time_range"] == "2026-06-03"
+
+
+def test_steward_plan_endpoint_persists_application_and_reimbursement_state() -> None:
+    client = TestClient(create_app())
+
+    response = client.post(
+        "/api/v1/steward/plans",
+        json={
+            "message": "我想申请7月2日去北京出差，并且我要报销昨天的交通费",
+            "user_id": "u-steward-state",
+            "client_now_iso": "2026-06-04T09:30:00+08:00",
+            "context_json": {"session_type": "steward", "entry_source": "personal_workbench"},
+        },
+    )
+
+    assert response.status_code == 200
+    payload = response.json()
+    assert payload["conversation_id"].startswith("conv_")
+    state = payload["steward_state"]
+    assert state["active_flow"] == "travel_reimbursement"
+    assert state["flows"]["travel_application"]["fields"]["location"] == "北京"
+    assert state["flows"]["travel_application"]["fields"]["time_range"] == "2026-07-02"
+    assert state["flows"]["travel_reimbursement"]["fields"]["time_range"] == "2026-06-03"
+    assert state["flows"]["travel_reimbursement"]["fields"]["expense_type"] == "transport"
+    assert all("invented_field" not in flow["fields"] for flow in state["flows"].values())