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feat: 细化差旅票据费用明细分类并自动计算出差补贴

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将差旅费用明细拆分为火车票、机票、住宿票、乘车等细分类
型，根据票据字段自动生成行程/事由描述，结合规则引擎自
动计算出差补贴金额，前端适配费用明细编辑和差旅票据审
核交互，补充单元测试覆盖。
This commit is contained in:
caoxiaozhu
2026-05-21 10:57:06 +08:00
parent 8f65661809
commit b183b0bd5e
26 changed files with 2588 additions and 362 deletions
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224
server/tests/test_user_agent_service.py
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@@ -1315,6 +1315,230 @@ def test_user_agent_review_payload_prefers_hotel_invoice_for_hotel_name() -> Non
assert slot_map["merchant_name"].value == "北京中心酒店"
def test_user_agent_review_payload_does_not_fill_hotel_name_from_train_ticket() -> None:
session_factory = build_session_factory()
with session_factory() as db:
query = "我去北京出差，先上传一张火车票，酒店发票还没上传，帮我生成差旅费报销草稿"
context = {
"name": "张三",
"grade": "P4",
"attachment_names": ["北京南站火车票.png"],
"attachment_count": 1,
"ocr_documents": [
{
"filename": "北京南站火车票.png",
"document_type": "train_ticket",
"scene_code": "travel",
"scene_label": "差旅票据",
"summary": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 金额 560 元 中国铁路",
"text": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 票价 ￥560.00 中国铁路祝您旅途愉快",
"avg_score": 0.95,
"document_fields": [
{"key": "amount", "label": "金额", "value": "560"},
{"key": "route", "label": "行程", "value": "广州南-北京南"},
{"key": "date", "label": "业务发生时间", "value": "2026-03-04"},
{"key": "merchant_name", "label": "商户", "value": "中国铁路"},
],
"warnings": [],
},
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest-train-only-hotel-name@example.com",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-train-only-hotel-name@example.com",
message=query,
ontology=ontology,
context_json=context,
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["merchant_name"].value == ""
assert "酒店/商户" not in response.review_payload.missing_slots
assert "酒店的报销票据待上传（必须）" in response.review_payload.missing_slots
assert response.review_payload.can_proceed is False
assert [item.action_type for item in response.review_payload.confirmation_actions if item.emphasis == "primary"] == [
"save_draft"
]
assert "继续下一步" not in [item.label for item in response.review_payload.confirmation_actions]
assert "酒店住宿发票/住宿清单（必须，当前待上传）" in response.answer
assert "市内交通/乘车票据（非必须" in response.answer
assert "只能保存为草稿" in response.answer or "保存为草稿" in response.answer
assert "您的职级为：P4" in response.answer
assert "去北京" in response.answer
assert "已提交火车 560.00 元" in response.answer
field_labels = [
field.label
for card in response.review_payload.document_cards
for field in card.fields
]
assert "商户/酒店" not in field_labels
def test_user_agent_review_payload_allows_next_step_when_only_optional_ride_receipt_is_missing() -> None:
session_factory = build_session_factory()
with session_factory() as db:
query = "我去北京出差，上传了火车票和酒店票，帮我生成差旅费报销草稿"
context = {
"name": "张三",
"grade": "P4",
"review_form_values": {"occurred_date": "2026-03-04"},
"attachment_names": ["北京南站火车票.png", "北京酒店发票.png"],
"attachment_count": 2,
"ocr_documents": [
{
"filename": "北京南站火车票.png",
"document_type": "train_ticket",
"scene_code": "travel",
"scene_label": "差旅票据",
"summary": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 金额 560 元",
"text": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 票价 ￥560.00",
"avg_score": 0.95,
"document_fields": [
{"key": "amount", "label": "金额", "value": "560"},
{"key": "route", "label": "行程", "value": "广州南-北京南"},
],
"warnings": [],
},
{
"filename": "北京酒店发票.png",
"document_type": "hotel_invoice",
"summary": "北京中心酒店 住宿 1 晚 金额 450 元",
"text": "北京中心酒店 住宿 1 晚 金额 450 元",
"avg_score": 0.96,
"document_fields": [
{"key": "amount", "label": "金额", "value": "450"},
{"key": "merchant", "label": "酒店名称", "value": "北京中心酒店"},
],
"warnings": [],
},
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest-travel-optional-ride@example.com",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-travel-optional-ride@example.com",
message=query,
ontology=ontology,
context_json=context,
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
assert response.review_payload.can_proceed is True
assert response.review_payload.missing_slots == []
receipt_brief = next(item for item in response.review_payload.risk_briefs if item.title == "差旅票据待补充")
assert receipt_brief.level == "info"
assert "市内交通/乘车票据可继续上传（非必须）" in receipt_brief.content
assert "酒店的报销票据待上传（必须）" not in receipt_brief.content
action_types = [item.action_type for item in response.review_payload.confirmation_actions]
assert "save_draft" in action_types
assert "next_step" in action_types
assert "市内交通/乘车票据（非必须" in response.answer
assert "也可以继续下一步" in response.answer
def test_user_agent_review_payload_allows_next_step_after_required_travel_receipts_are_complete() -> None:
session_factory = build_session_factory()
with session_factory() as db:
query = "我去北京出差，上传了火车票、酒店票和打车票，帮我生成差旅费报销草稿"
context = {
"name": "张三",
"grade": "P4",
"review_form_values": {"occurred_date": "2026-03-04"},
"attachment_names": ["北京南站火车票.png", "北京酒店发票.png", "北京打车票.png"],
"attachment_count": 3,
"ocr_documents": [
{
"filename": "北京南站火车票.png",
"document_type": "train_ticket",
"scene_code": "travel",
"scene_label": "差旅票据",
"summary": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 金额 560 元",
"text": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 票价 ￥560.00",
"avg_score": 0.95,
"document_fields": [
{"key": "amount", "label": "金额", "value": "560"},
{"key": "route", "label": "行程", "value": "广州南-北京南"},
{"key": "date", "label": "日期", "value": "2026-03-04"},
],
"warnings": [],
},
{
"filename": "北京酒店发票.png",
"document_type": "hotel_invoice",
"summary": "北京中心酒店 住宿 1 晚 金额 450 元",
"text": "北京中心酒店 住宿 1 晚 金额 450 元",
"avg_score": 0.96,
"document_fields": [
{"key": "amount", "label": "金额", "value": "450"},
{"key": "merchant", "label": "酒店名称", "value": "北京中心酒店"},
],
"warnings": [],
},
{
"filename": "北京打车票.png",
"document_type": "taxi_receipt",
"summary": "北京网约车 打车票 支付金额 32 元",
"text": "北京网约车 打车票 支付金额 32 元",
"avg_score": 0.94,
"document_fields": [
{"key": "amount", "label": "支付金额", "value": "32"},
],
"warnings": [],
},
],
}
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=query,
user_id="pytest-travel-complete@example.com",
context_json=context,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest-travel-complete@example.com",
message=query,
ontology=ontology,
context_json=context,
tool_payload={"draft_only": True},
)
)
assert response.review_payload is not None
assert response.review_payload.can_proceed is True
assert response.review_payload.missing_slots == []
action_types = [item.action_type for item in response.review_payload.confirmation_actions]
assert "save_draft" in action_types
assert "next_step" in action_types
assert not any(item.title == "差旅票据待补充" for item in response.review_payload.risk_briefs)
assert "无需继续上传票据" in response.answer
assert "当前信息已较完整" in response.answer
def test_user_agent_review_payload_prechecks_taxi_amount_against_rule_standard() -> None:
session_factory = build_session_factory()
with session_factory() as db: