feat(steward): off_topic 场景细分与引导回复
- 将业务无关输入细分为 greeting / meaningless / off_business 三类场景 - 新增 StewardOffTopicAgent，用 function calling 生成管家语气引导回复 - steward endpoint 与 user_agent_application 串联 off_topic 引导话术 - 补充 planner 与 user agent 的 off_topic 覆盖测试
This commit is contained in:
caoxiaozhu
@@ -7,9 +7,11 @@ from typing import Annotated, Any
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from fastapi import APIRouter, Depends, HTTPException, status
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from fastapi.responses import StreamingResponse
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from sqlalchemy import select
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from sqlalchemy.orm import Session
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from app.api.deps import get_db
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from app.models.financial_record import ExpenseClaim
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from app.schemas.common import ErrorResponse
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from app.schemas.steward import (
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StewardPlanRequest,
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@@ -21,9 +23,12 @@ from app.schemas.steward import (
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StewardThinkingEvent,
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)
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from app.services.agent_conversations import AgentConversationService
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from app.services.expense_claim_draft_flow import APPROVED_APPLICATION_LINK_STATUSES
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from app.services.expense_claims import ExpenseClaimService
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from app.services.runtime_chat import RuntimeChatService
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from app.services.steward_flow_state import StewardFlowStateService
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from app.services.steward_intent_agent import StewardIntentAgent
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from app.services.steward_off_topic_agent import StewardOffTopicAgent
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from app.services.steward_planner import StewardPlannerService
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from app.services.steward_runtime_decision_agent import StewardRuntimeDecisionAgent
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from app.services.steward_slot_decision_agent import StewardSlotDecisionAgent
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@@ -46,8 +51,10 @@ DbSession = Annotated[Session, Depends(get_db)]
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)
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def create_steward_plan(payload: StewardPlanRequest, db: DbSession) -> StewardPlanResponse:
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try:
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plan = _build_steward_planner(db).build_plan(payload)
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return _attach_conversation_state(db, payload, plan)
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planner = _build_steward_planner(db)
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hydrated_payload = _hydrate_required_application_gate(db, payload, planner)
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plan = planner.build_plan(hydrated_payload)
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return _attach_conversation_state(db, hydrated_payload, plan)
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except ValueError as exc:
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raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(exc)) from exc
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@@ -103,15 +110,16 @@ async def _iter_steward_plan_events(
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event_id="intent_agent_stream_start",
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stage="stream_start",
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title="读取用户输入",
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content="我先判断这句话里是否同时包含申请、报销或附件归集事项，再决定处理顺序。",
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content="我先识别申请/报销边界；如果是历史差旅描述，会先查询可关联申请单再决定流程。",
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status="running",
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).model_dump(mode="json"),
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)
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await asyncio.sleep(0)
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try:
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plan = planner.build_plan(payload)
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plan = _attach_conversation_state(db, payload, plan)
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hydrated_payload = _hydrate_required_application_gate(db, payload, planner)
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plan = planner.build_plan(hydrated_payload)
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plan = _attach_conversation_state(db, hydrated_payload, plan)
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except ValueError as exc:
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yield _encode_stream_event("error", {"message": str(exc)})
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return
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@@ -128,11 +136,179 @@ def _encode_stream_event(event: str, data: dict[str, Any]) -> str:
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def _build_steward_planner(db: Session) -> StewardPlannerService:
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runtime_chat = RuntimeChatService(db)
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return StewardPlannerService(
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intent_agent=StewardIntentAgent(RuntimeChatService(db)),
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intent_agent=StewardIntentAgent(runtime_chat),
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off_topic_agent=StewardOffTopicAgent(runtime_chat),
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)
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def _hydrate_required_application_gate(
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db: Session,
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payload: StewardPlanRequest,
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planner: StewardPlannerService,
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) -> StewardPlanRequest:
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context_json = dict(payload.context_json or {})
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required_gate = context_json.get("required_application_gate")
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if isinstance(required_gate, dict):
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travel_gate = required_gate.get("travel")
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if isinstance(travel_gate, dict) and travel_gate.get("checked") is True:
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return payload
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message = planner._clean_text(payload.message)
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base_date = planner._resolve_base_date(payload.client_now_iso, context_json)
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if not planner._looks_like_ambiguous_travel_flow(message, base_date, payload):
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return payload
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candidates = _query_required_application_gate_candidates(db, payload, context_json)
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next_required_gate = dict(required_gate) if isinstance(required_gate, dict) else {}
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next_required_gate["travel"] = {
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"checked": True,
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"candidate_count": len(candidates),
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"candidates": candidates[:5],
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}
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return payload.model_copy(
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update={
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"context_json": {
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**context_json,
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"required_application_gate": next_required_gate,
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}
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}
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)
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def _query_required_application_gate_candidates(
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db: Session,
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payload: StewardPlanRequest,
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context_json: dict[str, Any],
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) -> list[dict[str, Any]]:
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identities = _resolve_required_application_gate_identities(payload, context_json)
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stmt = (
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select(ExpenseClaim)
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.order_by(ExpenseClaim.submitted_at.desc(), ExpenseClaim.updated_at.desc())
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.limit(200)
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)
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candidates: list[dict[str, Any]] = []
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for claim in db.scalars(stmt).all():
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if not ExpenseClaimService._is_expense_application_claim(claim):
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continue
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if str(claim.status or "").strip().lower() not in APPROVED_APPLICATION_LINK_STATUSES:
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continue
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if identities and not _claim_matches_required_application_identity(claim, identities):
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continue
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if not _claim_matches_required_travel_application(claim, payload.message):
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continue
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candidates.append(_serialize_required_application_gate_candidate(claim))
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return candidates
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def _resolve_required_application_gate_identities(
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payload: StewardPlanRequest,
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context_json: dict[str, Any],
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) -> set[str]:
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raw_values = [
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payload.user_id,
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context_json.get("user_id"),
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context_json.get("username"),
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context_json.get("name"),
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context_json.get("employee_id"),
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context_json.get("employee_no"),
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context_json.get("employee_name"),
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]
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identities: set[str] = set()
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for value in raw_values:
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normalized = _normalize_required_application_identity(value)
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if normalized:
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identities.add(normalized)
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return identities
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def _normalize_required_application_identity(value: Any) -> str:
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return str(value or "").strip().casefold()
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def _claim_matches_required_application_identity(claim: ExpenseClaim, identities: set[str]) -> bool:
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claim_identities = {
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_normalize_required_application_identity(claim.employee_id),
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_normalize_required_application_identity(claim.employee_name),
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}
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claim_identities.discard("")
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return bool(claim_identities.intersection(identities))
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def _claim_matches_required_travel_application(claim: ExpenseClaim, message: str) -> bool:
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expense_type = str(claim.expense_type or "").strip().casefold()
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if any(token in expense_type for token in ("travel", "trip", "差旅", "出差")):
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return True
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claim_text = "".join(
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[
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str(claim.reason or ""),
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str(claim.location or ""),
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str(claim.claim_no or ""),
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]
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)
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if "差旅" in claim_text or "出差" in claim_text:
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return True
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compact_message = str(message or "").replace(" ", "")
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location = str(claim.location or "").strip()
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return bool(location and location in compact_message and "出差" in compact_message)
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def _serialize_required_application_gate_candidate(claim: ExpenseClaim) -> dict[str, Any]:
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business_time = _resolve_required_application_business_time(claim)
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status_label = _resolve_required_application_status_label(claim.status)
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return {
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"id": str(claim.id or "").strip(),
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"claim_no": str(claim.claim_no or "").strip(),
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"reason": str(claim.reason or "").strip(),
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"location": str(claim.location or "").strip(),
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"business_time": business_time,
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"status_label": status_label,
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"application_claim_id": str(claim.id or "").strip(),
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"application_claim_no": str(claim.claim_no or "").strip(),
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"application_reason": str(claim.reason or "").strip(),
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"application_location": str(claim.location or "").strip(),
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"application_business_time": business_time,
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"application_status_label": status_label,
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}
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def _resolve_required_application_business_time(claim: ExpenseClaim) -> str:
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for flag in list(claim.risk_flags_json or []):
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if not isinstance(flag, dict):
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continue
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for source in (
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flag,
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flag.get("application_detail"),
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flag.get("applicationDetail"),
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flag.get("review_form_values"),
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flag.get("reviewFormValues"),
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):
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if not isinstance(source, dict):
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continue
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value = (
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source.get("application_business_time")
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or source.get("applicationBusinessTime")
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or source.get("business_time")
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or source.get("businessTime")
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)
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if str(value or "").strip():
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return str(value).strip()
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if claim.occurred_at is not None:
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return claim.occurred_at.date().isoformat()
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return ""
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def _resolve_required_application_status_label(status: Any) -> str:
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normalized = str(status or "").strip().lower()
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return {
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"approved": "已审批",
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"completed": "已完成",
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}.get(normalized, normalized)
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def _attach_conversation_state(
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db: Session,
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payload: StewardPlanRequest,
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157
server/src/app/services/steward_off_topic_agent.py
Normal file
157
server/src/app/services/steward_off_topic_agent.py
Normal file
@@ -0,0 +1,157 @@
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"""小财管家业务无关输入的引导生成 agent。
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当用户的输入被识别为与财务任务无关时（问候、纯数字、闲聊等），
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由该 agent 用 function calling 让主模型生成一句管家对主人语气的引导回复。
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LLM 不可用或调用失败时，由调用方 fallback 到规则模板。
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"""
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from __future__ import annotations
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import json
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from dataclasses import dataclass
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from typing import Any
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from app.schemas.steward import StewardPlanRequest
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from app.services.runtime_chat import RuntimeChatService
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STEWARD_OFF_TOPIC_FUNCTION_NAME = "submit_steward_off_topic_response"
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STEWARD_OFF_TOPIC_SCENARIO_PROMPTS: dict[str, str] = {
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"greeting": (
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"用户发起了礼貌问候，例如「你好」「您好」「早上好」。"
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"请像管家一样礼貌地回应主人的问候，温和询问主人今天要办理什么业务，"
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"并顺势说明小财管家能帮主人整理费用申请和费用报销两类事项。"
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"可以再提示主人试试用具体的话术来表达需求。"
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),
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"off_business": (
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"用户说了有意义的话但与财务无关，例如问天气、聊生活、聊工作日常。"
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"请温和地告诉主人：这句话里没有识别到财务事项，"
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"小财管家目前只能帮主人整理费用申请和费用报销。"
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"再请主人用具体的话术告诉小财管家他/她想办什么业务。"
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),
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"meaningless": (
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"用户输入了与财务无关且难以理解的内容，例如纯数字、纯标点、重复字符。"
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"请温和地告诉主人：这句话里好像没有出现费用申请、报销、出差、交通、招待这些关键词，"
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"请主人换种说法再告诉小财管家一次。"
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),
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}
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@dataclass(frozen=True, slots=True)
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class StewardOffTopicAgentResult:
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response_text: str
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model_call_traces: list[dict[str, Any]]
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class StewardOffTopicAgent:
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"""使用大模型 function calling 生成小财管家对业务无关输入的多样化引导。"""
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def __init__(self, runtime_chat_service: RuntimeChatService) -> None:
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self.runtime_chat_service = runtime_chat_service
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self.last_call_traces: list[dict[str, Any]] = []
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def generate(
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self,
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request: StewardPlanRequest,
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*,
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scenario: str,
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) -> StewardOffTopicAgentResult | None:
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messages = self._build_messages(request, scenario=scenario)
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try:
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result = self.runtime_chat_service.complete_with_tool_call(
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messages,
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tools=[self._build_tool_schema()],
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tool_choice={
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"type": "function",
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"function": {"name": STEWARD_OFF_TOPIC_FUNCTION_NAME},
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},
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max_tokens=400,
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temperature=0.7,
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timeout_seconds=15,
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max_attempts=1,
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)
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except Exception:
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return None
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self.last_call_traces = result.calls_as_dicts()
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if result.tool_call is None or result.tool_call.name != STEWARD_OFF_TOPIC_FUNCTION_NAME:
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return None
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arguments = result.tool_call.arguments or {}
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response_text = str(arguments.get("response_text") or "").strip()
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if not response_text:
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return None
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return StewardOffTopicAgentResult(
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response_text=response_text,
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model_call_traces=self.last_call_traces,
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)
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@staticmethod
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def _build_messages(
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request: StewardPlanRequest,
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*,
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scenario: str,
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) -> list[dict[str, Any]]:
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scenario_hint = STEWARD_OFF_TOPIC_SCENARIO_PROMPTS.get(
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scenario,
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STEWARD_OFF_TOPIC_SCENARIO_PROMPTS["off_business"],
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)
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return [
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{
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"role": "system",
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"content": (
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"你是 X-Financial 的小财管家，要像一位贴身的管家那样为主人服务。"
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"用户输入的内容与财务任务无关，你需要生成一段温和、尊敬的引导回复。"
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"要求：\n"
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"1. 始终称呼用户为「主人」「您」，不要用「你」。\n"
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"2. 语气尊敬、温和、主动，体现管家的服务意识。\n"
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"3. 不要每次都用相同的句式，要根据用户的输入和当前场景变化表达。\n"
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"4. 控制在 2-4 句，不要过长。\n"
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"5. 必须使用 function calling 输出 response_text，不要返回普通文本。\n"
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"6. response_text 使用 Markdown，第一行用 ### 标题，正文与引导句之间留空行。\n"
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"7. 如果主人是在问候，先礼貌回应再引导；"
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"如果主人说的是非财务话题，温和说明小财管家能做什么；"
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"如果主人的内容没有意义，请他/她换种说法。\n"
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f"当前场景：{scenario_hint}"
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),
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},
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{
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"role": "user",
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"content": json.dumps(
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{
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"message": request.message,
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"scenario": scenario,
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},
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ensure_ascii=False,
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),
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},
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]
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@staticmethod
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def _build_tool_schema() -> dict[str, Any]:
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return {
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"type": "function",
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"function": {
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"name": STEWARD_OFF_TOPIC_FUNCTION_NAME,
|
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"description": (
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"提交小财管家对业务无关输入的引导回复。"
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"response_text 是完整 Markdown 文本："
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"第一行 ### 标题（基于场景），空行，正文（歉意或回应 + 能力范围 + 引导句）。"
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),
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"parameters": {
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"type": "object",
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"properties": {
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"response_text": {
|
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"type": "string",
|
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"description": (
|
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"面向用户的引导回复 Markdown 文本。"
|
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"称呼用户为「主人」「您」，不要用「你」。"
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),
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},
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},
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"required": ["response_text"],
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},
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},
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}
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@@ -21,6 +21,7 @@ from app.services.steward_constants import BUSINESS_CANONICAL_FIELD_ORDER, BUSIN
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from app.services.ontology_field_registry import normalize_ontology_form_values
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from app.services.steward_intent_agent import StewardIntentAgent
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from app.services.steward_model_plan_builder import StewardModelPlanBuilder
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from app.services.steward_off_topic_agent import StewardOffTopicAgent
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CITY_NAMES = (
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@@ -70,6 +71,20 @@ STEWARD_BUSINESS_SIGNAL_KEYWORDS: tuple[str, ...] = (
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*CITY_NAMES,
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)
|
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|
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|
||||
# 业务无关输入的场景分类
|
||||
STEWARD_OFF_TOPIC_SCENARIO_GREETING = "greeting"
|
||||
STEWARD_OFF_TOPIC_SCENARIO_MEANINGLESS = "meaningless"
|
||||
STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS = "off_business"
|
||||
|
||||
|
||||
# 问候词：用于将"你好"等礼貌问候单独归类为 greeting 场景
|
||||
STEWARD_GREETING_KEYWORDS: tuple[str, ...] = (
|
||||
"你好", "您好", "hi", "hello", "hey", "嗨", "哈喽",
|
||||
"早上好", "上午好", "中午好", "下午好", "晚上好", "早安", "晚安",
|
||||
"您好呀", "你好呀", "在吗", "在么", "在不在",
|
||||
)
|
||||
|
||||
APPLICATION_SPLIT_PATTERN = re.compile(r"(?:^|[，,。；;])[^，,。；;]*?(?:申请|出差申请|差旅申请)[^，,。；;]*")
|
||||
REIMBURSEMENT_PATTERN = re.compile(r"(?:我要报销|还需要报销|需要报销|报销)([^，,。；;！？?!\n]+)")
|
||||
MONTH_DAY_PATTERN = re.compile(r"(?P<month>\d{1,2})\s*月\s*(?P<day>\d{1,2})\s*(?:日|号)?")
|
||||
@@ -119,8 +134,13 @@ class PlannedTaskDraft:
|
||||
class StewardPlannerService:
|
||||
"""小财管家第一版规划服务：只生成计划，不执行入库类动作。"""
|
||||
|
||||
def __init__(self, intent_agent: StewardIntentAgent | None = None) -> None:
|
||||
def __init__(
|
||||
self,
|
||||
intent_agent: StewardIntentAgent | None = None,
|
||||
off_topic_agent: StewardOffTopicAgent | None = None,
|
||||
) -> None:
|
||||
self.intent_agent = intent_agent
|
||||
self.off_topic_agent = off_topic_agent
|
||||
|
||||
def build_plan(self, request: StewardPlanRequest) -> StewardPlanResponse:
|
||||
message = self._clean_text(request.message)
|
||||
@@ -129,8 +149,9 @@ class StewardPlannerService:
|
||||
|
||||
base_date = self._resolve_base_date(request.client_now_iso, request.context_json)
|
||||
# 业务无关输入拦截（纯数字、问候、闲聊、乱码等）：在进入 LLM/规则兜底之前直接返回 off_topic 计划。
|
||||
if self._is_business_irrelevant_input(message, request):
|
||||
return self._build_off_topic_plan(request)
|
||||
scenario = self._classify_irrelevant_input(message, request)
|
||||
if scenario is not None:
|
||||
return self._build_off_topic_plan(request, scenario=scenario)
|
||||
model_call_traces: list[dict[str, Any]] = []
|
||||
fallback_reason = ""
|
||||
if self.intent_agent is not None and self._should_use_model_intent_recognition(message, base_date, request):
|
||||
@@ -185,48 +206,179 @@ class StewardPlannerService:
|
||||
|
||||
@staticmethod
|
||||
def _is_business_irrelevant_input(message: str, request: StewardPlanRequest) -> bool:
|
||||
"""判断输入是否与小财管家支持的财务事项完全无关。
|
||||
"""判断输入是否与小财管家支持的财务事项完全无关（向后兼容包装）。
|
||||
|
||||
判定规则：消息去除所有空白后不含任何业务信号关键词，且没有上传附件，
|
||||
即视为业务无关输入（如纯数字、问候、闲聊、乱码）。
|
||||
判定规则：消息去除所有空白后不含任何业务信号关键词，且没有上传附件。
|
||||
实际判定逻辑由 _classify_irrelevant_input 负责，命中任何场景即视为业务无关。
|
||||
"""
|
||||
return StewardPlannerService._classify_irrelevant_input(message, request) is not None
|
||||
|
||||
@staticmethod
|
||||
def _classify_irrelevant_input(message: str, request: StewardPlanRequest) -> str | None:
|
||||
"""把业务无关输入细分为三个场景，便于给出更贴切的引导。
|
||||
|
||||
返回值：
|
||||
- "greeting"：礼貌问候（"你好"等），无业务关键词
|
||||
- "meaningless"：完全无意义内容（纯数字、纯标点、单字符重复、纯字母数字乱码）
|
||||
- "off_business"：有意义但与财务无关（问天气、聊生活等）
|
||||
- None：消息与业务相关，无需走 off_topic 路径
|
||||
"""
|
||||
if request.attachments:
|
||||
return False
|
||||
return None
|
||||
compact = re.sub(r"\s+", "", message)
|
||||
if not compact:
|
||||
return False
|
||||
return not any(keyword in compact for keyword in STEWARD_BUSINESS_SIGNAL_KEYWORDS)
|
||||
return None
|
||||
if any(keyword in compact for keyword in STEWARD_BUSINESS_SIGNAL_KEYWORDS):
|
||||
return None
|
||||
|
||||
if StewardPlannerService._looks_like_greeting(compact):
|
||||
return STEWARD_OFF_TOPIC_SCENARIO_GREETING
|
||||
if StewardPlannerService._looks_like_meaningless(compact):
|
||||
return STEWARD_OFF_TOPIC_SCENARIO_MEANINGLESS
|
||||
return STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS
|
||||
|
||||
@staticmethod
|
||||
def _looks_like_greeting(compact_message: str) -> bool:
|
||||
"""判断消息是否只是礼貌问候（无其他有意义内容）。"""
|
||||
normalized = compact_message.lower()
|
||||
for keyword in STEWARD_GREETING_KEYWORDS:
|
||||
if normalized == keyword.lower() or normalized.startswith(keyword.lower()):
|
||||
# 整句只是问候词（允许少量标点）
|
||||
tail = normalized[len(keyword.lower()):]
|
||||
if not tail or re.fullmatch(r"[！!。.？?,，~\s]+", tail):
|
||||
return True
|
||||
return False
|
||||
|
||||
@staticmethod
|
||||
def _looks_like_meaningless(compact_message: str) -> bool:
|
||||
"""判断消息是否完全没有语义价值（纯数字、纯标点、单字符重复等）。"""
|
||||
if re.fullmatch(r"\d+", compact_message):
|
||||
return True
|
||||
# 纯标点
|
||||
if re.fullmatch(r"[\W_]+", compact_message):
|
||||
return True
|
||||
# 单字符重复（例如 "啊啊啊啊啊"）
|
||||
if len(compact_message) >= 2 and len(set(compact_message)) == 1:
|
||||
return True
|
||||
# 短字母数字组合但没有任何业务意义，例如 "abc"、"test123"
|
||||
# 注意：必须排除已经被关键词命中的情况（前面的判定已保证不命中关键词）
|
||||
if re.fullmatch(r"[a-zA-Z0-9]+", compact_message) and len(compact_message) <= 12:
|
||||
return True
|
||||
return False
|
||||
|
||||
def _build_off_topic_plan(
|
||||
self,
|
||||
request: StewardPlanRequest,
|
||||
*,
|
||||
scenario: str,
|
||||
) -> StewardPlanResponse:
|
||||
"""业务无关输入的兜底计划：根据场景给出对应引导，off_business 场景可由 LLM 增强。"""
|
||||
base_summary = self._default_off_topic_summary(scenario)
|
||||
thinking_event = self._build_off_topic_thinking_event(scenario)
|
||||
suggested_prompts = self._off_topic_suggested_prompts(scenario)
|
||||
model_call_traces: list[dict[str, Any]] = []
|
||||
|
||||
# 仅对 off_business 场景尝试让 LLM 生成多样化引导；问候/无意义场景用规则模板即可。
|
||||
if (
|
||||
scenario == STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS
|
||||
and self.off_topic_agent is not None
|
||||
):
|
||||
try:
|
||||
llm_result = self.off_topic_agent.generate(request, scenario=scenario)
|
||||
if llm_result is not None and llm_result.response_text:
|
||||
base_summary = llm_result.response_text
|
||||
model_call_traces = llm_result.model_call_traces
|
||||
except Exception:
|
||||
# 失败时静默回退到规则模板
|
||||
pass
|
||||
|
||||
def _build_off_topic_plan(self, request: StewardPlanRequest) -> StewardPlanResponse:
|
||||
"""业务无关输入的兜底计划：明确告知用户未识别到财务事项，并给出话术示例。"""
|
||||
return StewardPlanResponse(
|
||||
plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
|
||||
plan_status="off_topic",
|
||||
planning_source="rule_fallback",
|
||||
next_action="none",
|
||||
summary="这看起来跟财务任务没什么关系，小财管家没识别到费用申请或费用报销的意图。",
|
||||
thinking_events=[
|
||||
StewardThinkingEvent(
|
||||
event_id="intent_agent_off_topic",
|
||||
stage="off_topic",
|
||||
title="未识别到财务事项",
|
||||
content=(
|
||||
"我检查了这句话，没有发现费用申请、报销、出差、交通、招待等财务线索。"
|
||||
"如果你确实是要处理财务任务，可以参考下面的示例换一种说法。"
|
||||
),
|
||||
)
|
||||
],
|
||||
summary=base_summary,
|
||||
thinking_events=[thinking_event],
|
||||
tasks=[],
|
||||
attachment_groups=[],
|
||||
confirmation_groups=[],
|
||||
candidate_flows=[],
|
||||
suggested_prompts=[
|
||||
suggested_prompts=suggested_prompts,
|
||||
model_call_traces=model_call_traces,
|
||||
)
|
||||
|
||||
@staticmethod
|
||||
def _default_off_topic_summary(scenario: str) -> str:
|
||||
"""off_topic 场景的默认引导文案；LLM 不可用时使用。"""
|
||||
if scenario == STEWARD_OFF_TOPIC_SCENARIO_GREETING:
|
||||
return (
|
||||
"### 您好主人，很高兴为您服务\n\n"
|
||||
"请问您今天要办理什么业务？目前小财管家能帮您整理"
|
||||
"**费用申请**和**费用报销**这两类事项。\n\n"
|
||||
"要不您换种说法告诉我："
|
||||
)
|
||||
if scenario == STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS:
|
||||
return (
|
||||
"### 抱歉主人，这句话我暂时帮不上忙\n\n"
|
||||
"我看了您刚才说的这句话，里面聊的不是财务事项。"
|
||||
"小财管家目前只能帮您整理**费用申请**和**费用报销**这两类业务。\n\n"
|
||||
"要不您换种说法告诉我："
|
||||
)
|
||||
# meaningless
|
||||
return (
|
||||
"### 这句话我暂时没识别到财务事项\n\n"
|
||||
"很抱歉主人，目前小财管家只能帮您整理**费用申请**和**费用报销**这两类事项。\n\n"
|
||||
"要不您换种说法告诉我："
|
||||
)
|
||||
|
||||
@staticmethod
|
||||
def _build_off_topic_thinking_event(scenario: str) -> StewardThinkingEvent:
|
||||
"""off_topic 场景下向用户展示的思考过程摘要。"""
|
||||
if scenario == STEWARD_OFF_TOPIC_SCENARIO_GREETING:
|
||||
return StewardThinkingEvent(
|
||||
event_id="intent_agent_off_topic_greeting",
|
||||
stage="off_topic",
|
||||
title="先回应主人的问候",
|
||||
content="主人向我打了个招呼，我先礼貌回应一下，再引导他/她说出具体想办什么业务。",
|
||||
)
|
||||
if scenario == STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS:
|
||||
return StewardThinkingEvent(
|
||||
event_id="intent_agent_off_topic_non_business",
|
||||
stage="off_topic",
|
||||
title="这句话不在服务范围内",
|
||||
content="我看了您刚才说的这句话，里面聊的不是财务事项。小财管家目前只能帮您整理费用申请和费用报销。",
|
||||
)
|
||||
return StewardThinkingEvent(
|
||||
event_id="intent_agent_off_topic_meaningless",
|
||||
stage="off_topic",
|
||||
title="未识别到财务事项",
|
||||
content=(
|
||||
"我仔细看了看您刚才说的这句话，里面好像没有出现"
|
||||
"费用申请、报销、出差、交通、招待这些财务关键词。"
|
||||
),
|
||||
)
|
||||
|
||||
@staticmethod
|
||||
def _off_topic_suggested_prompts(scenario: str) -> list[str]:
|
||||
"""off_topic 场景下展示给用户的推荐话术。"""
|
||||
if scenario == STEWARD_OFF_TOPIC_SCENARIO_GREETING:
|
||||
return [
|
||||
"我想要申请明天去北京出差3天，支撑客户现场实施",
|
||||
"我要报销昨天的交通费",
|
||||
"报销上周出差上海的费用",
|
||||
],
|
||||
model_call_traces=[],
|
||||
)
|
||||
"我上周出差去上海的费用需要报销",
|
||||
]
|
||||
if scenario == STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS:
|
||||
return [
|
||||
"我想要申请明天去北京出差3天，支撑客户现场实施",
|
||||
"我要报销昨天的交通费",
|
||||
"我需要整理上周出差的发票",
|
||||
]
|
||||
# meaningless
|
||||
return [
|
||||
"我想要申请明天去北京出差3天，支撑客户现场实施",
|
||||
"我要报销昨天的交通费",
|
||||
"我上周出差去上海的费用需要报销",
|
||||
]
|
||||
|
||||
def _build_rule_fallback_plan(
|
||||
self,
|
||||
@@ -287,10 +439,12 @@ class StewardPlannerService:
|
||||
planning_source: str = "rule_fallback",
|
||||
) -> StewardPlanResponse:
|
||||
candidates = self._build_rule_candidate_flows(request, base_date)
|
||||
gate = self._resolve_required_application_gate(request, "travel")
|
||||
pending_reason = self._build_pending_flow_reason(gate)
|
||||
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。",
|
||||
reason=pending_reason,
|
||||
candidate_flows=candidates,
|
||||
)
|
||||
thinking_events = []
|
||||
@@ -308,7 +462,7 @@ class StewardPlannerService:
|
||||
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。",
|
||||
content=pending_reason,
|
||||
)
|
||||
)
|
||||
return StewardPlanResponse(
|
||||
@@ -316,10 +470,7 @@ class StewardPlannerService:
|
||||
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。"
|
||||
),
|
||||
summary=self._build_pending_flow_summary(gate),
|
||||
thinking_events=thinking_events,
|
||||
pending_flow_confirmation=pending,
|
||||
candidate_flows=candidates,
|
||||
@@ -343,6 +494,24 @@ class StewardPlannerService:
|
||||
base_date,
|
||||
request,
|
||||
)
|
||||
gate = self._resolve_required_application_gate(request, "travel")
|
||||
if gate.get("checked") and int(gate.get("candidate_count") or 0) <= 0:
|
||||
return [
|
||||
StewardCandidateFlow(
|
||||
flow_id="travel_application",
|
||||
label="先发起出差申请",
|
||||
confidence=0.86,
|
||||
reason="已先查询你名下可关联的差旅申请单，暂未查到可关联单据，因此应先申请单据。",
|
||||
ontology_fields=application_fields,
|
||||
missing_fields=self._resolve_missing_fields("expense_application", application_fields),
|
||||
)
|
||||
]
|
||||
reimbursement_label = "发起费用报销"
|
||||
reimbursement_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。"
|
||||
if gate.get("checked"):
|
||||
candidate_count = int(gate.get("candidate_count") or 0)
|
||||
reimbursement_label = "关联已有申请单并发起报销"
|
||||
reimbursement_reason = f"已先查到 {candidate_count} 个可关联申请单，选择后会先请你关联具体单据。"
|
||||
return [
|
||||
StewardCandidateFlow(
|
||||
flow_id="travel_application",
|
||||
@@ -354,14 +523,60 @@ class StewardPlannerService:
|
||||
),
|
||||
StewardCandidateFlow(
|
||||
flow_id="travel_reimbursement",
|
||||
label="发起费用报销",
|
||||
label=reimbursement_label,
|
||||
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。",
|
||||
reason=reimbursement_reason,
|
||||
ontology_fields=reimbursement_fields,
|
||||
missing_fields=self._resolve_missing_fields("reimbursement", reimbursement_fields),
|
||||
),
|
||||
]
|
||||
|
||||
@staticmethod
|
||||
def _resolve_required_application_gate(
|
||||
request: StewardPlanRequest,
|
||||
expense_type: str,
|
||||
) -> dict[str, Any]:
|
||||
context = request.context_json if isinstance(request.context_json, dict) else {}
|
||||
gates = context.get("required_application_gate")
|
||||
if not isinstance(gates, dict):
|
||||
return {}
|
||||
gate = gates.get(expense_type)
|
||||
if not isinstance(gate, dict) or not gate.get("checked"):
|
||||
return {}
|
||||
try:
|
||||
candidate_count = max(0, int(gate.get("candidate_count") or 0))
|
||||
except (TypeError, ValueError):
|
||||
candidate_count = 0
|
||||
return {
|
||||
**gate,
|
||||
"candidate_count": candidate_count,
|
||||
"checked": True,
|
||||
}
|
||||
|
||||
@staticmethod
|
||||
def _build_pending_flow_reason(gate: dict[str, Any]) -> str:
|
||||
if gate.get("checked") and int(gate.get("candidate_count") or 0) <= 0:
|
||||
return "我已经先查询你名下可关联的差旅申请单，未查到可关联单据，所以当前应先申请单据。"
|
||||
if gate.get("checked"):
|
||||
candidate_count = int(gate.get("candidate_count") or 0)
|
||||
return f"我已经先查询你名下的差旅申请单，查到 {candidate_count} 个可关联申请单，需要你确认是否关联单据后发起报销。"
|
||||
return "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。"
|
||||
|
||||
@staticmethod
|
||||
def _build_pending_flow_summary(gate: dict[str, Any]) -> str:
|
||||
if gate.get("checked") and int(gate.get("candidate_count") or 0) <= 0:
|
||||
return "我已先查询可关联申请单，暂未查到可关联单据；这次应先申请单据，再进入后续报销。"
|
||||
if gate.get("checked"):
|
||||
candidate_count = int(gate.get("candidate_count") or 0)
|
||||
return (
|
||||
f"我已先查询可关联申请单，查到 {candidate_count} 个可关联申请单；"
|
||||
"你可以选择关联已有申请单发起报销，或改为补办新的出差申请。"
|
||||
)
|
||||
return (
|
||||
"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。"
|
||||
)
|
||||
|
||||
def _extract_task_drafts(self, message: str) -> list[PlannedTaskDraft]:
|
||||
drafts: list[PlannedTaskDraft] = []
|
||||
first_reimbursement = self._find_first_reimbursement_index(message)
|
||||
@@ -610,9 +825,11 @@ class StewardPlannerService:
|
||||
return StewardPlannerService._strip_trailing_connectors(match.group(0))
|
||||
reason = re.sub(r"^.*?(?:出差|差旅)", "", cleaned).strip("，,。；;的费用")
|
||||
return StewardPlannerService._strip_trailing_connectors(reason) or cleaned
|
||||
cleaned = re.sub(r"^报销", "", cleaned)
|
||||
cleaned = re.sub(r"^(?:我想要|我想|我要|还需要|需要|请帮我|帮我)?报销", "", cleaned)
|
||||
if not cleaned or cleaned in {"费用", "报销单", "报销流程"}:
|
||||
return ""
|
||||
cleaned = re.sub(r"^(?:昨天|前天|明天|后天|\d{1,2}月\d{1,2}(?:日|号)?)的?", "", cleaned)
|
||||
return cleaned.strip("，,。；; ") or segment.strip()
|
||||
return cleaned.strip("，,。；; ")
|
||||
|
||||
@staticmethod
|
||||
def _strip_trailing_connectors(value: str) -> str:
|
||||
|
||||
@@ -86,6 +86,25 @@ APPLICATION_TRANSPORT_KEYWORDS = {
|
||||
"火车": ("火车", "高铁", "动车", "铁路", "列车"),
|
||||
"轮船": ("轮船", "船", "客轮", "邮轮", "坐船"),
|
||||
}
|
||||
APPLICATION_TYPE_DISPLAY_LABELS = {
|
||||
"travel": "差旅费用申请",
|
||||
"travel_application": "差旅费用申请",
|
||||
"expense_application": "费用申请",
|
||||
"application": "费用申请",
|
||||
"transport": "交通费用申请",
|
||||
"transportation": "交通费用申请",
|
||||
"traffic": "交通费用申请",
|
||||
"hotel": "住宿费用申请",
|
||||
"accommodation": "住宿费用申请",
|
||||
"meeting": "会务费用申请",
|
||||
"conference": "会务费用申请",
|
||||
"purchase": "采购费用申请",
|
||||
"procurement": "采购费用申请",
|
||||
"training": "培训费用申请",
|
||||
"business_entertainment": "业务招待申请",
|
||||
"entertainment": "业务招待申请",
|
||||
"office": "办公费用申请",
|
||||
}
|
||||
APPLICATION_REASON_VERBS = (
|
||||
"支撑",
|
||||
"支持",
|
||||
@@ -316,6 +335,7 @@ class UserAgentApplicationMixin:
|
||||
if value:
|
||||
facts[key] = value
|
||||
|
||||
facts["application_type"] = self._normalize_application_type_label(facts.get("application_type", ""))
|
||||
context_json = payload.context_json or {}
|
||||
context_time = self._resolve_application_time_from_context(context_json)
|
||||
if context_time and self._should_prefer_context_application_time(facts.get("time", ""), context_time):
|
||||
@@ -476,7 +496,9 @@ class UserAgentApplicationMixin:
|
||||
|
||||
reason = UserAgentApplicationMixin._cleanup_application_reason_candidate(pick("reason"))
|
||||
return {
|
||||
"application_type": pick("applicationType", "application_type"),
|
||||
"application_type": UserAgentApplicationMixin._normalize_application_type_label(
|
||||
pick("applicationType", "application_type")
|
||||
),
|
||||
"time": pick("time", "timeRange", "time_range"),
|
||||
"location": pick("location"),
|
||||
"reason": reason,
|
||||
@@ -842,10 +864,39 @@ class UserAgentApplicationMixin:
|
||||
|
||||
@staticmethod
|
||||
def _resolve_application_type_from_text(message: str) -> str:
|
||||
return UserAgentApplicationMixin._resolve_application_labeled_value(
|
||||
return UserAgentApplicationMixin._normalize_application_type_label(
|
||||
UserAgentApplicationMixin._resolve_application_labeled_value(
|
||||
message,
|
||||
("申请类型", "费用类型"),
|
||||
)
|
||||
)
|
||||
|
||||
@staticmethod
|
||||
def _normalize_application_type_label(value: object, fallback: str = "") -> str:
|
||||
raw_value = str(value or "").strip()
|
||||
if not raw_value:
|
||||
return str(fallback or "").strip()
|
||||
|
||||
normalized_key = raw_value.lower()
|
||||
if normalized_key in APPLICATION_TYPE_DISPLAY_LABELS:
|
||||
return APPLICATION_TYPE_DISPLAY_LABELS[normalized_key]
|
||||
if re.fullmatch(r"(差旅费|差旅|出差)", raw_value):
|
||||
return "差旅费用申请"
|
||||
if re.fullmatch(r"(交通费|交通)", raw_value):
|
||||
return "交通费用申请"
|
||||
if re.fullmatch(r"(住宿费|住宿|酒店)", raw_value):
|
||||
return "住宿费用申请"
|
||||
if re.fullmatch(r"(会务|会议|会务费)", raw_value):
|
||||
return "会务费用申请"
|
||||
if re.fullmatch(r"(采购|采购费|办公用品)", raw_value):
|
||||
return "采购费用申请"
|
||||
if raw_value.endswith("费用申请") or raw_value.endswith("申请"):
|
||||
return raw_value
|
||||
if raw_value.endswith("费用"):
|
||||
return f"{raw_value}申请"
|
||||
if raw_value.endswith("费"):
|
||||
return f"{raw_value[:-1]}费用申请"
|
||||
return raw_value
|
||||
|
||||
@staticmethod
|
||||
def _resolve_application_missing_slots(payload: UserAgentRequest) -> list[str]:
|
||||
|
||||
@@ -1,10 +1,18 @@
|
||||
from __future__ import annotations
|
||||
|
||||
import json
|
||||
from datetime import UTC, datetime
|
||||
from decimal import Decimal
|
||||
|
||||
from fastapi.testclient import TestClient
|
||||
from sqlalchemy import create_engine
|
||||
from sqlalchemy.orm import 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.financial_record import ExpenseClaim
|
||||
from app.schemas.steward import StewardAttachmentInput, StewardPlanRequest
|
||||
from app.services.steward_intent_agent import StewardIntentAgentResult
|
||||
from app.services.steward_planner import StewardPlannerService
|
||||
@@ -226,6 +234,61 @@ class AmbiguousApplicationFunctionCallingIntentAgent:
|
||||
)
|
||||
|
||||
|
||||
def _create_steward_test_client_with_db():
|
||||
engine = create_engine(
|
||||
"sqlite+pysqlite:///:memory:",
|
||||
connect_args={"check_same_thread": False},
|
||||
poolclass=StaticPool,
|
||||
)
|
||||
Base.metadata.create_all(bind=engine)
|
||||
TestingSessionLocal = sessionmaker(bind=engine, autoflush=False, autocommit=False)
|
||||
app = create_app()
|
||||
|
||||
def override_db():
|
||||
db = TestingSessionLocal()
|
||||
try:
|
||||
yield db
|
||||
finally:
|
||||
db.close()
|
||||
|
||||
app.dependency_overrides[get_db] = override_db
|
||||
return TestClient(app), TestingSessionLocal, app
|
||||
|
||||
|
||||
def _build_endpoint_application_claim(
|
||||
*,
|
||||
claim_no: str = "AP-202602-001",
|
||||
employee_name: str = "张小青",
|
||||
status: str = "approved",
|
||||
) -> ExpenseClaim:
|
||||
return ExpenseClaim(
|
||||
id=claim_no.lower().replace("-", "_"),
|
||||
claim_no=claim_no,
|
||||
employee_name=employee_name,
|
||||
department_name="产品交付部",
|
||||
expense_type="travel_application",
|
||||
reason="辅助国网仿生产服务器部署",
|
||||
location="上海",
|
||||
amount=Decimal("1800.00"),
|
||||
currency="CNY",
|
||||
invoice_count=0,
|
||||
occurred_at=datetime(2026, 2, 20, tzinfo=UTC),
|
||||
submitted_at=datetime(2026, 2, 19, tzinfo=UTC),
|
||||
status=status,
|
||||
approval_stage="关联单据状态",
|
||||
risk_flags_json=[
|
||||
{
|
||||
"source": "application_detail",
|
||||
"application_detail": {
|
||||
"application_business_time": "2026-02-20 至 2026-02-23",
|
||||
"location": "上海",
|
||||
"reason": "辅助国网仿生产服务器部署",
|
||||
},
|
||||
}
|
||||
],
|
||||
)
|
||||
|
||||
|
||||
def test_steward_planner_uses_llm_function_calling_plan_when_available() -> 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\u5ba2\u6237\u73b0\u573a\u6c9f\u901a\u7684\u4ea4\u901a\u8d39",
|
||||
@@ -393,6 +456,61 @@ def test_steward_planner_rule_fallback_confirms_ambiguous_travel_flow() -> None:
|
||||
assert result.confirmation_groups == []
|
||||
|
||||
|
||||
def test_steward_planner_prefers_application_when_checked_required_application_missing() -> None:
|
||||
payload = StewardPlanRequest(
|
||||
message="2月20-23日去上海出差辅助国网仿生产服务器部署",
|
||||
client_now_iso="2026-06-15T09:30:00+08:00",
|
||||
context_json={
|
||||
"required_application_gate": {
|
||||
"travel": {
|
||||
"checked": True,
|
||||
"candidate_count": 0,
|
||||
"candidates": [],
|
||||
}
|
||||
}
|
||||
},
|
||||
)
|
||||
|
||||
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"]
|
||||
assert result.candidate_flows[0].label == "先发起出差申请"
|
||||
assert "未查到可关联" in result.pending_flow_confirmation.reason
|
||||
assert "先申请" in result.summary
|
||||
|
||||
|
||||
def test_steward_planner_asks_to_link_application_when_checked_required_application_exists() -> None:
|
||||
payload = StewardPlanRequest(
|
||||
message="2月20-23日去上海出差辅助国网仿生产服务器部署",
|
||||
client_now_iso="2026-06-15T09:30:00+08:00",
|
||||
context_json={
|
||||
"required_application_gate": {
|
||||
"travel": {
|
||||
"checked": True,
|
||||
"candidate_count": 2,
|
||||
"candidates": [
|
||||
{"claim_no": "AP-202602-001"},
|
||||
{"claim_no": "AP-202602-002"},
|
||||
],
|
||||
}
|
||||
}
|
||||
},
|
||||
)
|
||||
|
||||
result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
|
||||
|
||||
assert [item.flow_id for item in result.candidate_flows] == [
|
||||
"travel_application",
|
||||
"travel_reimbursement",
|
||||
]
|
||||
assert result.candidate_flows[1].label == "关联已有申请单并发起报销"
|
||||
assert "查到 2 个可关联申请单" in result.pending_flow_confirmation.reason
|
||||
assert "关联已有申请单" in result.summary
|
||||
|
||||
|
||||
def test_steward_planner_splits_application_and_reimbursement_tasks() -> None:
|
||||
payload = StewardPlanRequest(
|
||||
message=(
|
||||
@@ -423,6 +541,24 @@ def test_steward_planner_splits_application_and_reimbursement_tasks() -> None:
|
||||
assert all(action.status == "pending" for action in result.confirmation_groups)
|
||||
|
||||
|
||||
def test_steward_planner_keeps_bare_reimbursement_intent_generic() -> None:
|
||||
payload = StewardPlanRequest(
|
||||
message="我要报销",
|
||||
user_id="u001",
|
||||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||||
)
|
||||
|
||||
result = StewardPlannerService().build_plan(payload)
|
||||
|
||||
assert len(result.tasks) == 1
|
||||
task = result.tasks[0]
|
||||
assert task.task_type == "reimbursement"
|
||||
assert task.assigned_agent == "reimbursement_assistant"
|
||||
assert task.ontology_fields.get("expense_type") == "other"
|
||||
assert "reason" not in task.ontology_fields
|
||||
assert task.missing_fields == ["time_range", "reason"]
|
||||
|
||||
|
||||
def test_steward_planner_treats_future_travel_without_apply_word_as_application() -> None:
|
||||
payload = StewardPlanRequest(
|
||||
message="明天出差北京3天，支撑国网仿生产部署，并且报销昨天业务招待费",
|
||||
@@ -549,6 +685,59 @@ def test_steward_plan_endpoint_persists_application_and_reimbursement_state() ->
|
||||
assert all("invented_field" not in flow["fields"] for flow in state["flows"].values())
|
||||
|
||||
|
||||
def test_steward_plan_endpoint_queries_applications_before_ambiguous_travel_choice() -> None:
|
||||
client, SessionLocal, app = _create_steward_test_client_with_db()
|
||||
try:
|
||||
response = client.post(
|
||||
"/api/v1/steward/plans",
|
||||
json={
|
||||
"message": "2月20-23日去上海出差，辅助国网仿生产服务器部署",
|
||||
"user_id": "zhang.xiaoqing",
|
||||
"client_now_iso": "2026-06-15T09:30:00+08:00",
|
||||
"context_json": {
|
||||
"session_type": "steward",
|
||||
"entry_source": "workbench_ai_inline",
|
||||
"name": "张小青",
|
||||
"username": "zhang.xiaoqing",
|
||||
},
|
||||
},
|
||||
)
|
||||
assert response.status_code == 200
|
||||
payload = response.json()
|
||||
assert [item["flow_id"] for item in payload["candidate_flows"]] == ["travel_application"]
|
||||
assert payload["candidate_flows"][0]["label"] == "先发起出差申请"
|
||||
assert "未查到可关联单据" in payload["pending_flow_confirmation"]["reason"]
|
||||
|
||||
with SessionLocal() as db:
|
||||
db.add(_build_endpoint_application_claim())
|
||||
db.commit()
|
||||
|
||||
response = client.post(
|
||||
"/api/v1/steward/plans",
|
||||
json={
|
||||
"message": "2月20-23日去上海出差，辅助国网仿生产服务器部署",
|
||||
"user_id": "zhang.xiaoqing",
|
||||
"client_now_iso": "2026-06-15T09:30:00+08:00",
|
||||
"context_json": {
|
||||
"session_type": "steward",
|
||||
"entry_source": "workbench_ai_inline",
|
||||
"name": "张小青",
|
||||
"username": "zhang.xiaoqing",
|
||||
},
|
||||
},
|
||||
)
|
||||
assert response.status_code == 200
|
||||
payload = response.json()
|
||||
assert [item["flow_id"] for item in payload["candidate_flows"]] == [
|
||||
"travel_application",
|
||||
"travel_reimbursement",
|
||||
]
|
||||
assert payload["candidate_flows"][1]["label"] == "关联已有申请单并发起报销"
|
||||
assert "查到 1 个可关联申请单" in payload["pending_flow_confirmation"]["reason"]
|
||||
finally:
|
||||
app.dependency_overrides.clear()
|
||||
|
||||
|
||||
def test_steward_planner_returns_off_topic_for_business_irrelevant_input() -> None:
|
||||
payload = StewardPlanRequest(
|
||||
message="123",
|
||||
@@ -566,9 +755,11 @@ def test_steward_planner_returns_off_topic_for_business_irrelevant_input() -> No
|
||||
assert result.planning_source == "rule_fallback"
|
||||
assert len(result.suggested_prompts) == 3
|
||||
assert result.thinking_events[0].stage == "off_topic"
|
||||
# 纯数字应归类为 meaningless 场景
|
||||
assert "未识别到财务事项" in result.thinking_events[0].title
|
||||
|
||||
|
||||
def test_steward_planner_returns_off_topic_for_pure_greeting() -> None:
|
||||
def test_steward_planner_returns_off_topic_with_friendly_greeting_reply() -> None:
|
||||
payload = StewardPlanRequest(
|
||||
message="你好",
|
||||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||||
@@ -582,7 +773,10 @@ def test_steward_planner_returns_off_topic_for_pure_greeting() -> None:
|
||||
assert result.candidate_flows == []
|
||||
assert result.planning_source == "rule_fallback"
|
||||
assert len(result.suggested_prompts) == 3
|
||||
assert result.thinking_events[0].stage == "off_topic"
|
||||
# 问候场景应礼貌回应主人，不使用"抱歉/没识别到"等生硬措辞
|
||||
assert "您好主人" in result.summary
|
||||
assert "很高兴为您服务" in result.summary
|
||||
assert "先回应主人的问候" in result.thinking_events[0].title
|
||||
|
||||
|
||||
def test_steward_planner_returns_off_topic_for_pure_punctuation() -> None:
|
||||
@@ -602,6 +796,86 @@ def test_steward_planner_returns_off_topic_for_pure_punctuation() -> None:
|
||||
assert result.thinking_events[0].stage == "off_topic"
|
||||
|
||||
|
||||
def test_steward_planner_returns_off_topic_for_off_business_with_llm_response() -> None:
|
||||
"""有内容但与业务无关的场景：应优先使用 LLM 生成的引导文案。"""
|
||||
llm_text = (
|
||||
"### 抱歉主人，这句话我暂时帮不上忙\n\n"
|
||||
"主人聊的是天气，目前小财管家只能帮您整理**费用申请**和**费用报销**。"
|
||||
"要不您把想办的财务事项告诉我？"
|
||||
)
|
||||
|
||||
class _FakeOffTopicAgent:
|
||||
def __init__(self) -> None:
|
||||
self.calls = 0
|
||||
self.last_call_traces: list[dict[str, object]] = []
|
||||
|
||||
def generate(self, request, *, scenario):
|
||||
self.calls += 1
|
||||
from app.services.steward_off_topic_agent import StewardOffTopicAgentResult
|
||||
|
||||
return StewardOffTopicAgentResult(
|
||||
response_text=llm_text,
|
||||
model_call_traces=[{"slot": "main", "status": "succeeded", "model": "gpt-test"}],
|
||||
)
|
||||
|
||||
agent = _FakeOffTopicAgent()
|
||||
payload = StewardPlanRequest(
|
||||
message="想问候您一下",
|
||||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||||
)
|
||||
|
||||
result = StewardPlannerService(off_topic_agent=agent).build_plan(payload)
|
||||
|
||||
assert agent.calls == 1
|
||||
assert result.plan_status == "off_topic"
|
||||
assert result.summary == llm_text
|
||||
assert result.model_call_traces and result.model_call_traces[0]["status"] == "succeeded"
|
||||
# 思考事件应是 off_business 场景对应文案
|
||||
assert "不在服务范围内" in result.thinking_events[0].title
|
||||
|
||||
|
||||
def test_steward_planner_falls_back_to_template_when_off_topic_agent_raises() -> None:
|
||||
"""LLM 失败时静默 fallback 到规则模板，不阻断业务无关拦截。"""
|
||||
|
||||
class _ExplodingOffTopicAgent:
|
||||
def generate(self, request, *, scenario):
|
||||
raise RuntimeError("模型供应商不可用")
|
||||
|
||||
payload = StewardPlanRequest(
|
||||
message="想问候您一下",
|
||||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||||
)
|
||||
|
||||
result = StewardPlannerService(off_topic_agent=_ExplodingOffTopicAgent()).build_plan(payload)
|
||||
|
||||
assert result.plan_status == "off_topic"
|
||||
# 仍使用 off_business 场景的默认模板
|
||||
assert "抱歉主人" in result.summary
|
||||
assert "不在服务范围内" in result.thinking_events[0].title
|
||||
assert result.model_call_traces == []
|
||||
|
||||
|
||||
def test_steward_planner_skips_off_topic_agent_for_greeting_and_meaningless() -> None:
|
||||
"""问候与无意义场景不走 LLM，节省调用。"""
|
||||
|
||||
class _CallCounterOffTopicAgent:
|
||||
def __init__(self) -> None:
|
||||
self.calls = 0
|
||||
|
||||
def generate(self, request, *, scenario):
|
||||
self.calls += 1
|
||||
return None
|
||||
|
||||
agent = _CallCounterOffTopicAgent()
|
||||
service = StewardPlannerService(off_topic_agent=agent)
|
||||
|
||||
for message in ("你好", "123", "???"):
|
||||
result = service.build_plan(StewardPlanRequest(message=message))
|
||||
assert result.plan_status == "off_topic"
|
||||
|
||||
assert agent.calls == 0
|
||||
|
||||
|
||||
def test_steward_planner_preserves_normal_business_flow_after_guard() -> None:
|
||||
payload = StewardPlanRequest(
|
||||
message="我要报销昨天的交通费",
|
||||
|
||||
@@ -753,6 +753,33 @@ def test_user_agent_application_submit_blocks_overlapping_travel_dates() -> None
|
||||
assert response.draft_payload is None
|
||||
|
||||
|
||||
def test_user_agent_application_maps_preview_travel_type_label() -> None:
|
||||
session_factory = build_session_factory()
|
||||
with session_factory() as db:
|
||||
response = build_application_user_agent_response(
|
||||
db,
|
||||
"申请出差，2月20-23日上海，火车",
|
||||
context_overrides={
|
||||
"name": "曹笑竹",
|
||||
"department_name": "技术部",
|
||||
"grade": "P5",
|
||||
"application_preview": {
|
||||
"fields": {
|
||||
"applicationType": "travel",
|
||||
"time": "2026-02-20 至 2026-02-23",
|
||||
"location": "上海市",
|
||||
"reason": "",
|
||||
"days": "4天",
|
||||
"transportMode": "火车",
|
||||
}
|
||||
},
|
||||
},
|
||||
)
|
||||
|
||||
assert "| 申请类型 | 差旅费用申请 |" in response.answer
|
||||
assert "| 申请类型 | travel |" not in response.answer
|
||||
|
||||
|
||||
def test_user_agent_application_edit_resubmits_returned_application_claim() -> None:
|
||||
session_factory = build_session_factory()
|
||||
with session_factory() as db:
|
||||
|
||||
Reference in New Issue
Block a user