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feat: 完善文档中心与报销申请交互及侧边栏重构

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后端优化编排器报销查询和本体检测精度，增强报销单草稿保
存和附件回填逻辑，前端重构侧边栏组件支持折叠和图标导
航，完善文档中心状态筛选和详情提示，报销创建和审批详情
页优化会话管理和费用明细交互，新增助手应用服务和预设动
作工具函数，补充单元测试覆盖。
This commit is contained in:
caoxiaozhu
2026-05-25 13:35:39 +08:00
parent 50b1c3f9a9
commit d0e946cf47
59 changed files with 5117 additions and 416 deletions
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267
server/tests/test_orchestrator_review_flow.py
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@@ -11,6 +11,7 @@ from sqlalchemy.pool import StaticPool
from app.db.base import Base
from app.models.employee import Employee
from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
from app.schemas.ontology import OntologyParseResult, OntologyPermission
from app.schemas.orchestrator import OrchestratorRequest
from app.services.agent_conversations import AgentConversationService
from app.services.orchestrator import OrchestratorService
@@ -228,6 +229,50 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
assert continued_context["review_form_values"]["expense_type"] == "差旅费"
def test_conversation_hydration_preserves_incoming_application_time_context() -> None:
session_factory = build_session_factory()
with session_factory() as db:
service = AgentConversationService(db)
conversation = service.get_or_create_conversation(
conversation_id="conv-application-time-context",
user_id="emp-application-time@example.com",
source="user_message",
context_json={
"session_type": "application",
"entry_source": "application",
"business_time_context": {
"mode": "single",
"start_date": "2026-05-01",
"end_date": "2026-05-01",
"display_value": "2026-05-01",
},
},
)
stale_context = service.hydrate_context_json(
conversation=conversation,
context_json={"session_type": "application", "entry_source": "application"},
message="apply travel expense",
)
fresh_context = service.hydrate_context_json(
conversation=conversation,
context_json={
"session_type": "application",
"entry_source": "application",
"business_time_context": {
"mode": "single",
"start_date": "2026-05-25",
"end_date": "2026-05-25",
"display_value": "2026-05-25",
},
},
message="apply travel expense",
)
assert "business_time_context" not in stale_context
assert fresh_context["business_time_context"]["start_date"] == "2026-05-25"
def test_conversation_scope_creates_new_session_for_different_claim() -> None:
session_factory = build_session_factory()
with session_factory() as db:
@@ -543,3 +588,225 @@ def test_orchestrator_prompts_scene_choices_before_review_for_fresh_ambiguous_ex
assert result.get("draft_payload") is None
assert "请先在下面选择报销场景" in result["answer"]
assert [item["label"] for item in result["suggested_actions"][:3]] == ["差旅费", "交通费", "住宿费"]
def test_orchestrator_application_session_does_not_use_reimbursement_scene_prompt(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
with session_factory() as db:
response = OrchestratorService(db).run(
OrchestratorRequest(
source="user_message",
user_id="application-session@example.com",
message=message,
context_json={
"session_type": "application",
"entry_source": "application",
"name": "申请员工",
},
)
)
result = response.result
assert response.status == "blocked"
assert response.trace_summary.scenario == "expense"
assert "费用申请" in result["answer"]
assert "| 发生时间 | 2026-05-25" in result["answer"]
assert "请先在下面选择报销场景" not in result["answer"]
assert result.get("review_payload") is None
def test_orchestrator_application_session_guides_transport_amount_and_submit(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
initial_message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
context_json = {
"session_type": "application",
"entry_source": "application",
"name": "申请员工",
"manager_name": "陈硕",
}
with session_factory() as db:
service = OrchestratorService(db)
first = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-flow@example.com",
message=initial_message,
context_json=context_json,
)
)
second = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-flow@example.com",
conversation_id=first.conversation_id,
message="飞机",
context_json=context_json,
)
)
third = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-flow@example.com",
conversation_id=first.conversation_id,
message="预计总费用：12000元",
context_json=context_json,
)
)
fourth = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-flow@example.com",
conversation_id=first.conversation_id,
message="确认提交",
context_json=context_json,
)
)
assert first.status == "blocked"
assert "当前还需要补充：出行方式、预计金额/预算" in first.result["answer"]
assert [item["label"] for item in first.result["suggested_actions"]] == ["一次性补充申请信息"]
assert first.result["suggested_actions"][0]["payload"]["prompt_prefill"] == "出行方式：\n预计总费用："
assert "当前还需要补充：预计金额/预算" in second.result["answer"]
assert [item["label"] for item in second.result["suggested_actions"]] == ["一次性补充申请信息"]
assert second.result["suggested_actions"][0]["action_type"] == "prefill_composer"
assert second.result["suggested_actions"][0]["payload"]["prompt_prefill"] == "预计总费用："
assert "这是模拟的费用申请结果" in third.result["answer"]
assert "| 事由 | 支持上海国网服务器部署 |" in third.result["answer"]
assert "请核对上述信息无误" in third.result["answer"]
assert "[确认](#application-submit)" in third.result["answer"]
assert third.status == "blocked"
assert third.result["requires_confirmation"] is True
assert third.result["suggested_actions"] == []
assert fourth.status == "succeeded"
assert fourth.result["clarification_required"] is False
assert fourth.result["missing_slots"] == []
assert "当前操作已完成，单据已经推送给 陈硕 进行审核，请耐心等待" in fourth.result["answer"]
assert "当前状态：陈硕审核中" in fourth.result["answer"]
assert fourth.result["suggested_actions"] == []
application_claims = [
claim
for claim in db.query(ExpenseClaim).all()
if claim.claim_no.startswith("APP-20260525-")
]
assert len(application_claims) == 1
assert application_claims[0].status == "submitted"
assert application_claims[0].approval_stage == "直属领导审批"
assert fourth.result["draft_payload"]["claim_no"] == application_claims[0].claim_no
def test_orchestrator_application_submit_bypasses_generic_operation_block(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
initial_message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
context_json = {
"session_type": "application",
"entry_source": "application",
"name": "申请员工",
"manager_name": "陈硕",
}
with session_factory() as db:
service = OrchestratorService(db)
first = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-approval-required@example.com",
message=initial_message,
context_json=context_json,
)
)
service.run(
OrchestratorRequest(
source="user_message",
user_id="application-approval-required@example.com",
conversation_id=first.conversation_id,
message="飞机",
context_json=context_json,
)
)
preview = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-approval-required@example.com",
conversation_id=first.conversation_id,
message="预计总费用：12000元",
context_json=context_json,
)
)
def approval_required_parse_for_run(self, request, run_id): # noqa: ANN001
return OntologyParseResult(
scenario="expense",
intent="operate",
entities=[],
permission=OntologyPermission(
level="approval_required",
allowed=False,
reason="操作类请求需要人工审批确认。",
),
confidence=0.95,
missing_slots=[],
ambiguity=[],
clarification_required=False,
clarification_question=None,
run_id=run_id,
)
monkeypatch.setattr(
"app.services.ontology.SemanticOntologyService.parse_for_run",
approval_required_parse_for_run,
)
submitted = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-approval-required@example.com",
conversation_id=first.conversation_id,
message="确认提交",
context_json=context_json,
)
)
assert preview.status == "blocked"
assert submitted.status == "succeeded"
assert submitted.requires_confirmation is False
assert "操作类请求需要人工审批确认" not in submitted.result["answer"]
assert "当前仅返回确认摘要" not in submitted.result["answer"]
assert "当前操作已完成，单据已经推送给 陈硕 进行审核，请耐心等待" in submitted.result["answer"]
assert submitted.result["draft_payload"]["status"] == "submitted"