refactor(backend): update service layers

- services/ontology.py: update ontology service logic
- services/orchestrator.py: update orchestrator service logic
- services/user_agent.py: update user agent service logic

server/src/app/services/ontology.py

@@ -155,13 +155,20 @@ OPERATE_KEYWORDS = (
 
 EXPENSE_TYPE_KEYWORDS = {
     "差旅": "travel",
+    "出差": "travel",
     "住宿": "hotel",
     "酒店": "hotel",
     "交通": "transport",
+    "打车": "transport",
+    "网约车": "transport",
+    "出租车": "transport",
+    "停车费": "transport",
     "餐费": "meal",
+    "用餐": "meal",
     "会务": "meeting",
     "招待费": "entertainment",
     "招待": "entertainment",
+    "宴请": "entertainment",
 }
 
 EXPENSE_NARRATIVE_KEYWORDS = (
@@ -176,6 +183,10 @@ EXPENSE_NARRATIVE_KEYWORDS = (
     "打车",
     "车费",
     "餐费",
+    "吃饭",
+    "用餐",
+    "宴请",
+    "请客",
     "住宿",
     "发票",
     "票据",
@@ -416,6 +427,11 @@ class SemanticOntologyService:
             permission=permission,
             missing_slots=missing_slots,
             ambiguity=ambiguity,
+            allow_incomplete_draft=self._allow_incomplete_draft(
+                context_json,
+                scenario=scenario,
+                intent=intent,
+            ),
             model_clarification_required=bool(
                 model_parse is not None and model_parse.clarification_required
             ),
@@ -778,6 +794,8 @@ class SemanticOntologyService:
                 "conversation_scenario": payload.context_json.get("conversation_scenario"),
                 "conversation_intent": payload.context_json.get("conversation_intent"),
                 "draft_claim_id": payload.context_json.get("draft_claim_id"),
+                "review_action": payload.context_json.get("review_action"),
+                "review_form_values": payload.context_json.get("review_form_values"),
                 "conversation_history": payload.context_json.get("conversation_history", []),
             },
             "rule_candidates": {
@@ -1004,6 +1022,10 @@ class SemanticOntologyService:
             suffix = match.group(1).strip()
             normalized = f"客户{suffix}".replace(" ", "")
             upsert(self._make_entity("customer", match.group(0).strip(), normalized, role="filter"))
+        labeled_customer_match = re.search(r"客户名称[:：]\s*(?P<name>[^\n，。；]+)", query)
+        if labeled_customer_match:
+            customer_name = labeled_customer_match.group("name").strip()
+            upsert(self._make_entity("customer", customer_name, customer_name, role="filter"))
 
         for match in re.finditer(r"供应商\s*([A-Za-z0-9一二三四五六七八九十]+)", query):
             suffix = match.group(1).strip()
@@ -1062,6 +1084,35 @@ class SemanticOntologyService:
             if label in query:
                 upsert(self._make_entity("expense_type", label, normalized, role="filter"))
 
+        has_customer_entertainment_signal = "客户" in query and any(
+            keyword in query for keyword in ("吃饭", "用餐", "餐饮", "宴请", "请客", "招待")
+        )
+        if has_customer_entertainment_signal:
+            upsert(
+                self._make_entity(
+                    "expense_type",
+                    "客户招待",
+                    "entertainment",
+                    role="filter",
+                    confidence=0.96,
+                )
+            )
+
+        if any(keyword in query for keyword in ("打车", "网约车", "出租车", "车费", "停车费", "过路费")):
+            upsert(self._make_entity("expense_type", "交通", "transport", role="filter", confidence=0.9))
+
+        if any(keyword in query for keyword in ("出差", "机票", "火车", "高铁", "行程单")):
+            upsert(self._make_entity("expense_type", "差旅", "travel", role="filter", confidence=0.88))
+
+        if any(keyword in query for keyword in ("酒店", "住宿", "宾馆")):
+            upsert(self._make_entity("expense_type", "住宿", "hotel", role="filter", confidence=0.86))
+
+        if (
+            not has_customer_entertainment_signal
+            and any(keyword in query for keyword in ("餐费", "用餐", "午餐", "晚餐", "早餐", "餐饮"))
+        ):
+            upsert(self._make_entity("expense_type", "餐费", "meal", role="filter", confidence=0.84))
+
         for amount in self._extract_amount_entities(query):
             upsert(amount)
 
@@ -1475,6 +1526,7 @@ class SemanticOntologyService:
         permission: OntologyPermission,
         missing_slots: list[str],
         ambiguity: list[str],
+        allow_incomplete_draft: bool,
         model_clarification_required: bool,
         model_clarification_question: str | None,
     ) -> tuple[bool, str | None]:
@@ -1492,12 +1544,25 @@ class SemanticOntologyService:
             return True, "请说明这是报销、应收、应付，还是制度知识问题？"
         if intent == "compare" and len([item for item in entities if item.type != "amount"]) < 2:
             return True, "请补充需要对比的两个对象，例如两个客户、两个供应商或两个员工。"
+        if allow_incomplete_draft and scenario == "expense" and intent == "draft":
+            return False, None
         if missing_slots:
             return True, self._build_missing_slot_question(missing_slots)
         if ambiguity:
             return True, f"当前问题存在歧义，请进一步说明：{'；'.join(ambiguity)}。"
         return False, None
 
+    @staticmethod
+    def _allow_incomplete_draft(
+        context_json: dict[str, Any],
+        *,
+        scenario: str,
+        intent: str,
+    ) -> bool:
+        if scenario != "expense" or intent != "draft":
+            return False
+        return str(context_json.get("review_action") or "").strip() == "save_draft"
+
     @staticmethod
     def _display_slot_label(slot: str) -> str:
         return MISSING_SLOT_LABELS.get(slot, slot)