fix(expenses): unify AI application submission transaction

server/tests/test_reimbursement_endpoints.py

@@ -6,24 +6,31 @@ from collections.abc import Generator
 from datetime import UTC, date, datetime
 from decimal import Decimal
 
+import pytest
 from auth_helpers import install_legacy_header_auth_override
 from fastapi.testclient import TestClient
-from sqlalchemy import create_engine
+from sqlalchemy import create_engine, select
 from sqlalchemy.orm import Session, sessionmaker
 from sqlalchemy.pool import StaticPool
 
 from app.api.deps import get_db
 from app.db.base import Base
 from app.main import create_app
+from app.models.budget import BudgetAllocation, BudgetReservation, BudgetTransaction
 from app.models.employee import Employee
+from app.models.expense_case import BusinessEvent, ExpenseCaseLink
 from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
 from app.models.organization import OrganizationUnit
 from app.models.risk_observation import RiskObservation, RiskObservationFeedback
 from app.models.role import Role
 from app.schemas.ocr import OcrRecognizeBatchRead, OcrRecognizeDocumentRead
+from app.schemas.ontology import OntologyParseResult
+from app.schemas.user_agent import UserAgentRequest
 from app.services.document_preview import DocumentPreviewAssets
+from app.services.expense_cases import ExpenseCaseService
 from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
 from app.services.ocr import OcrService
+from app.services.user_agent import UserAgentService
 
 
 def build_session_factory() -> sessionmaker[Session]:
@@ -891,6 +898,7 @@ def test_application_preview_action_submits_without_orchestrator_run(monkeypatch
             "x-auth-name": "Zhang San",
             "x-auth-employee-no": "E10001",
             "x-auth-role-codes": "user",
+            "x-auth-department": "Marketing",
         },
         json={
             "source": "user_message",
@@ -948,6 +956,83 @@ def test_application_preview_action_submits_without_orchestrator_run(monkeypatch
         assert claim is not None
         assert claim.status == "submitted"
         assert claim.employee_name == "张三"
+        reservation = db.scalar(
+            select(BudgetReservation).where(
+                BudgetReservation.source_type == "application",
+                BudgetReservation.source_id == claim.id,
+                BudgetReservation.source_status == "active",
+            )
+        )
+        assert reservation is not None
+        assert reservation.amount == Decimal("1000.00")
+        case_link = db.scalar(
+            select(ExpenseCaseLink).where(
+                ExpenseCaseLink.resource_type == "expense_claim",
+                ExpenseCaseLink.resource_id == claim.id,
+            )
+        )
+        assert case_link is not None
+        event = db.scalar(
+            select(BusinessEvent).where(
+                BusinessEvent.aggregate_id == claim.id,
+                BusinessEvent.event_type == "application_submitted",
+            )
+        )
+        assert event is not None
+        assert event.expense_case_id == case_link.expense_case_id
+        assert event.payload_json["previous_status"] == "draft"
+        assert event.payload_json["next_status"] == "submitted"
+        assert any(
+            isinstance(flag, dict)
+            and flag.get("event_type") == "expense_application_submission"
+            for flag in list(claim.risk_flags_json or [])
+        )
+
+
+def test_application_direct_submit_rolls_back_budget_when_case_event_fails(
+    monkeypatch,
+) -> None:
+    session_factory = build_session_factory()
+
+    def fail_event(*_args, **_kwargs):
+        raise RuntimeError("模拟费用事件写入失败")
+
+    monkeypatch.setattr(ExpenseCaseService, "record_claim_event", fail_event)
+    request = UserAgentRequest(
+        run_id="application-submit-rollback",
+        user_id="rollback@example.com",
+        message="直接提交",
+        ontology=OntologyParseResult(run_id="application-submit-rollback"),
+        context_json={
+            "session_type": "application",
+            "name": "回滚测试用户",
+            "department_name": "Test Department",
+        },
+    )
+    facts = {
+        "application_type": "差旅费用申请",
+        "time": "2026-07-01 至 2026-07-03",
+        "location": "北京",
+        "reason": "验证提交失败回滚",
+        "amount": "1000元",
+    }
+
+    with session_factory() as db:
+        with pytest.raises(RuntimeError, match="模拟费用事件写入失败"):
+            UserAgentService(db)._create_expense_application_record(
+                request,
+                facts,
+                submit=True,
+            )
+
+        # 模拟外层捕获异常后继续记录工具日志并提交，失败草稿仍不能被顺带落库。
+        db.commit()
+        assert list(db.scalars(select(ExpenseClaim)).all()) == []
+        assert list(db.scalars(select(BudgetAllocation)).all()) == []
+        assert list(db.scalars(select(BudgetReservation)).all()) == []
+        assert list(db.scalars(select(BudgetTransaction)).all()) == []
+        assert list(db.scalars(select(ExpenseCaseLink)).all()) == []
+        assert list(db.scalars(select(BusinessEvent)).all()) == []
 
 
 def test_application_preview_action_saves_draft_with_detail_reference(monkeypatch, tmp_path) -> None:
@@ -1026,3 +1111,12 @@ def test_application_preview_action_saves_draft_with_detail_reference(monkeypatc
         assert claim.approval_stage == "待提交"
         assert claim.submitted_at is None
         assert claim.employee_name == "张三"
+        assert db.scalar(
+            select(BudgetReservation).where(BudgetReservation.source_id == claim.id)
+        ) is None
+        assert db.scalar(
+            select(BusinessEvent).where(BusinessEvent.aggregate_id == claim.id)
+        ) is None
+        assert db.scalar(
+            select(ExpenseCaseLink).where(ExpenseCaseLink.resource_id == claim.id)
+        ) is None

server/tests/test_user_agent_service.py

@@ -627,7 +627,7 @@ def test_user_agent_application_submit_enters_leader_review() -> None:
         response = build_application_user_agent_response(
             db,
             "确认提交",
-            context_overrides={"manager_name": "陈硕"},
+            context_overrides={"manager_name": "陈硕", "department_name": "技术部"},
             history=[
                 {"role": "user", "content": initial_message},
                 {"role": "user", "content": "飞机"},
@@ -683,7 +683,7 @@ def test_user_agent_application_submit_blocks_duplicate_business_time() -> None:
         first_response = build_application_user_agent_response(
             db,
             "确认提交",
-            context_overrides={"manager_name": "陈硕"},
+            context_overrides={"manager_name": "陈硕", "department_name": "技术部"},
             history=history,
         )
         first_claim = application_claim_query(db).one()
@@ -691,7 +691,7 @@ def test_user_agent_application_submit_blocks_duplicate_business_time() -> None:
         second_response = build_application_user_agent_response(
             db,
             "确认提交",
-            context_overrides={"manager_name": "陈硕"},
+            context_overrides={"manager_name": "陈硕", "department_name": "技术部"},
             history=history,
         )
 
@@ -742,6 +742,7 @@ def test_user_agent_application_submit_blocks_overlapping_travel_dates() -> None
             "确认提交",
             context_overrides={
                 "manager_name": "向万红",
+                "department_name": "技术部",
                 "application_preview": {
                     "fields": {
                         "applicationType": "差旅费用申请",
@@ -772,6 +773,7 @@ def test_user_agent_application_submit_normalizes_location_mixed_with_business_c
             "确认提交",
             context_overrides={
                 "manager_name": "向万红",
+                "department_name": "技术部",
                 "application_preview": {
                     "fields": {
                         "applicationType": "差旅费用申请",