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feat(server): 更新用户代理服务架构，增强用户行为追踪和会话管理功能，包含schema、service和单元测试

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This commit is contained in:
caoxiaozhu
2026-05-14 15:42:33 +00:00
parent fad583ee7c
commit ad16358e71
3 changed files with 664 additions and 41 deletions
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343
server/tests/test_user_agent_service.py
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@@ -46,7 +46,7 @@ def test_user_agent_query_returns_readable_answer_and_actions() -> None:
assert len(response.suggested_actions) >= 1
def test_user_agent_prefers_runtime_model_answer_when_available(monkeypatch) -> None:
def test_user_agent_returns_readable_query_answer_when_runtime_model_is_skipped(monkeypatch) -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
@@ -56,11 +56,7 @@ def test_user_agent_prefers_runtime_model_answer_when_available(monkeypatch) ->
)
)
service = UserAgentService(db)
monkeypatch.setattr(
service,
"_generate_answer_with_model",
lambda *args, **kwargs: "这是模型回答",
)
monkeypatch.setattr(service, "_generate_answer_with_model", lambda *args, **kwargs: "这是模型回答")
response = service.respond(
UserAgentRequest(
@@ -72,7 +68,8 @@ def test_user_agent_prefers_runtime_model_answer_when_available(monkeypatch) ->
)
)
assert response.answer == "这是模型回答"
assert "共 2 笔" in response.answer
assert "8800.00" in response.answer
def test_user_agent_sanitizes_model_thinking_blocks() -> None:
@@ -144,7 +141,7 @@ def test_user_agent_guides_implicit_expense_draft_request() -> None:
assert response.review_payload is not None
assert response.answer == response.review_payload.body_message
assert response.review_payload.intent_summary.startswith("我理解你这次想报销业务招待费。")
assert response.review_payload.intent_summary.startswith("识别到您希望报销一笔“业务招待费”费用。")
assert response.review_payload.missing_slots == ["客户名称", "参与人员", "票据附件"]
assert [item.action_type for item in response.review_payload.confirmation_actions] == [
"cancel_review",
@@ -187,7 +184,102 @@ def test_user_agent_guides_narrative_with_day_before_yesterday() -> None:
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["time_range"].raw_value == "前天"
assert slot_map["time_range"].value == "2026-05-11"
assert "时间：2026-05-11" in response.review_payload.intent_summary
assert "时间为 2026-05-11" in response.review_payload.intent_summary
def test_user_agent_attachment_only_upload_uses_generic_scene_reason_without_fabrication() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="我上传了 1 份票据，请结合附件名称给出报销建议并尽量生成草稿。",
user_id="pytest",
context_json={
"attachment_names": ["didi-trip.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "didi-trip.png",
"summary": "滴滴出行 订单金额 32 元",
"text": "滴滴出行 订单金额 32 元",
"document_type": "taxi_receipt",
"scene_code": "transport",
}
],
"user_input_text": "",
},
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message="我上传了 1 份票据，请结合附件名称给出报销建议并尽量生成草稿。\n附件名称：didi-trip.png",
ontology=ontology,
context_json={
"attachment_names": ["didi-trip.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "didi-trip.png",
"summary": "滴滴出行 订单金额 32 元",
"text": "滴滴出行 订单金额 32 元",
"document_type": "taxi_receipt",
"scene_code": "transport",
}
],
"user_input_text": "",
},
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["reason"].value == "交通出行"
assert slot_map["reason"].status == "inferred"
def test_user_agent_transport_flow_infers_reason_and_does_not_require_location_or_merchant() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="我上传了交通票据，帮我生成报销草稿",
user_id="pytest",
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message="我上传了交通票据，帮我生成报销草稿",
ontology=ontology,
context_json={
"attachment_names": ["didi-trip.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "didi-trip.png",
"summary": "滴滴出行 支付金额 32 元",
"text": "滴滴出行 支付金额 32 元",
"document_type": "taxi_receipt",
"scene_code": "transport",
"scene_label": "交通票据",
}
],
},
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["reason"].value == "交通出行"
assert slot_map["reason"].status == "inferred"
assert "酒店/商户" not in response.review_payload.missing_slots
assert "地点" not in response.review_payload.missing_slots
assert "事由说明" not in response.review_payload.missing_slots
def test_user_agent_risk_response_includes_rule_citations() -> None:
@@ -347,7 +439,238 @@ def test_user_agent_builds_review_payload_for_multi_document_expense_flow() -> N
"save_draft",
]
assert any(item.scene_label == "业务招待费" for item in response.review_payload.document_cards)
assert f"时间：{yesterday}" in response.review_payload.intent_summary
assert f"时间为 {yesterday}" in response.review_payload.intent_summary
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["time_range"].value == yesterday
assert slot_map["time_range"].raw_value == "昨天"
def test_user_agent_sums_multi_document_amounts_from_synonym_fields() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="我上传了两张交通票据，帮我生成报销草稿",
user_id="pytest",
context_json={
"attachment_names": ["滴滴行程单.png", "停车票.jpg"],
"attachment_count": 2,
"ocr_documents": [
{
"filename": "滴滴行程单.png",
"summary": "滴滴出行电子行程单",
"text": "滴滴出行 订单金额 ￥32.50",
"avg_score": 0.94,
"document_fields": [
{"key": "amount", "label": "支付金额", "value": "32.50"},
],
"warnings": [],
},
{
"filename": "停车票.jpg",
"summary": "停车票",
"text": "停车费 合计 18 元",
"avg_score": 0.92,
"document_fields": [
{"key": "total_amount", "label": "合计金额", "value": "18"},
],
"warnings": [],
},
],
},
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message="我上传了两张交通票据，帮我生成报销草稿",
ontology=ontology,
context_json={
"attachment_names": ["滴滴行程单.png", "停车票.jpg"],
"attachment_count": 2,
"ocr_documents": [
{
"filename": "滴滴行程单.png",
"summary": "滴滴出行电子行程单",
"text": "滴滴出行 订单金额 ￥32.50",
"avg_score": 0.94,
"document_fields": [
{"key": "amount", "label": "支付金额", "value": "32.50"},
],
"warnings": [],
},
{
"filename": "停车票.jpg",
"summary": "停车票",
"text": "停车费 合计 18 元",
"avg_score": 0.92,
"document_fields": [
{"key": "total_amount", "label": "合计金额", "value": "18"},
],
"warnings": [],
},
],
},
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["amount"].value == "50.50元"
document_field_labels = [
field.label
for card in response.review_payload.document_cards
for field in card.fields
]
assert "金额" in document_field_labels
def test_user_agent_prefers_larger_decimal_amount_from_ocr_text_candidates() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="我上传了打车票据，帮我生成报销草稿",
user_id="pytest",
context_json={
"attachment_names": ["滴滴行程单.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "滴滴行程单.png",
"summary": "滴滴出行电子行程单",
"text": "滴滴出行 支付金额 1 元，实付 13.4 元，订单号 12345678",
"avg_score": 0.94,
"warnings": [],
},
],
},
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message="我上传了打车票据，帮我生成报销草稿",
ontology=ontology,
context_json={
"attachment_names": ["滴滴行程单.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "滴滴行程单.png",
"summary": "滴滴出行电子行程单",
"text": "滴滴出行 支付金额 1 元，实付 13.4 元，订单号 12345678",
"avg_score": 0.94,
"warnings": [],
},
],
},
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
slot_map = {item.key: item for item in response.review_payload.slot_cards}
assert slot_map["amount"].value == "13.40元"
def test_user_agent_review_payload_keeps_document_preview_data() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="我上传了打车票据，帮我生成报销草稿",
user_id="pytest",
context_json={
"attachment_names": ["滴滴行程单.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "滴滴行程单.png",
"summary": "滴滴出行电子行程单",
"text": "滴滴出行 实付 13.4 元",
"avg_score": 0.94,
"preview_kind": "image",
"preview_data_url": "data:image/png;base64,ZmFrZQ==",
"warnings": [],
},
],
},
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message="我上传了打车票据，帮我生成报销草稿",
ontology=ontology,
context_json={
"attachment_names": ["滴滴行程单.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "滴滴行程单.png",
"summary": "滴滴出行电子行程单",
"text": "滴滴出行 实付 13.4 元",
"avg_score": 0.94,
"preview_kind": "image",
"preview_data_url": "data:image/png;base64,ZmFrZQ==",
"warnings": [],
},
],
},
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
assert response.review_payload.document_cards[0].preview_kind == "image"
assert response.review_payload.document_cards[0].preview_data_url.startswith("data:image/png;base64,")
def test_user_agent_prompts_existing_draft_association_choice_for_multi_documents() -> None:
session_factory = build_session_factory()
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query="我上传了两张票据，帮我生成报销草稿",
user_id="pytest",
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message="我上传了两张票据，帮我生成报销草稿",
ontology=ontology,
context_json={
"attachment_names": ["滴滴行程单.png", "餐饮发票.jpg"],
"attachment_count": 2,
"ocr_documents": [
{"filename": "滴滴行程单.png", "summary": "滴滴出行 金额 32 元", "text": "滴滴出行 金额 32 元"},
{"filename": "餐饮发票.jpg", "summary": "餐饮发票 金额 68 元", "text": "餐饮发票 金额 68 元"},
],
},
tool_payload={
"pending_association_decision": True,
"association_candidate_claim_no": "EXP-202605-008",
},
)
)
assert response.review_payload is not None
assert response.review_payload.can_proceed is False
assert [item.action_type for item in response.review_payload.confirmation_actions] == [
"cancel_review",
"edit_review",
"link_to_existing_draft",
"create_new_claim_from_documents",
]
assert "EXP-202605-008" in response.answer