feat: 报销审批流重构与管家计划全链路贯通
- 重构报销状态注册表、审批流路由与平台风险标记 - 完善管家意图规划器与模型计划构建器全链路 - 新增 OCR Worker 脚本、数据库会话管理与通知状态 - 优化文档中心、日志视图、预算中心与员工管理交互 - 增强工作台摘要、图标资源与全局主题样式 - 补充审批路由、状态注册、OCR 服务与管家规划器测试覆盖
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caoxiaozhu
@@ -52,6 +52,39 @@ REIMBURSEMENT_PATTERN = re.compile(r"(?:我要报销|还需要报销|需要报
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MONTH_DAY_PATTERN = re.compile(r"(?P<month>\d{1,2})\s*月\s*(?P<day>\d{1,2})\s*(?:日|号)?")
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ISO_DATE_PATTERN = re.compile(r"(?P<year>\d{4})[-/年](?P<month>\d{1,2})[-/月](?P<day>\d{1,2})(?:日)?")
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BUSINESS_FIELD_LABELS = {
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"expense_type": "费用类型",
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"time_range": "时间",
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"location": "地点",
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"reason": "事由",
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"amount": "金额",
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"transport_mode": "出行方式",
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"attachments": "附件/凭证",
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"customer_name": "客户或项目对象",
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"merchant_name": "商户/开票方",
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"department_name": "所属部门",
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"employee_name": "申请人",
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"employee_no": "员工编号",
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}
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EXPENSE_TYPE_LABELS = {
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"travel": "差旅",
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"transport": "交通费",
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"entertainment": "业务招待费",
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"office": "办公用品",
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"meeting": "会议费",
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"training": "培训费",
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"other": "其他费用",
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}
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TRANSPORT_MODE_LABELS = {
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"train": "火车/高铁",
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"flight": "飞机",
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"taxi": "出租车/网约车",
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"subway": "地铁",
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"other": "其他交通方式",
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}
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@dataclass(frozen=True)
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class PlannedTaskDraft:
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@@ -372,6 +405,8 @@ class StewardPlannerService:
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required = ["expense_type", "time_range", "reason"]
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if task_type == "expense_application":
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required.append("location")
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if fields.get("expense_type") in {"travel", "transport"}:
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required.append("transport_mode")
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return [key for key in required if not str(fields.get(key) or "").strip()]
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@staticmethod
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@@ -543,10 +578,13 @@ class StewardPlannerService:
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StewardThinkingEvent(
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event_id="intent_ontology_mapping",
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stage="ontology_mapping",
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title="映射业务本体字段",
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title="核对业务要素",
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content=ontology_summary,
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),
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]
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gap_event = self._build_business_gap_thinking_event(tasks)
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if gap_event:
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events.append(gap_event)
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if attachments:
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events.append(
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StewardThinkingEvent(
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@@ -580,23 +618,82 @@ class StewardPlannerService:
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if fields.get("location"):
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anchors.append(fields["location"])
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if fields.get("expense_type"):
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anchors.append(fields["expense_type"])
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anchors.append(StewardPlannerService._format_business_field_value("expense_type", fields["expense_type"]))
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anchor_text = "、".join(anchors) if anchors else "待补充关键字段"
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parts.append(f"{task_label}：{task.title}（{anchor_text}）")
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return "；".join(parts)
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@staticmethod
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def _summarize_ontology_coverage(tasks: list[StewardTask]) -> str:
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canonical_keys = []
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missing_keys = []
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mapped_labels = []
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missing_labels = []
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for task in tasks:
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canonical_keys.extend(task.ontology_fields.keys())
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missing_keys.extend(task.missing_fields)
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unique_keys = sorted({item for item in canonical_keys if item})
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unique_missing = sorted({item for item in missing_keys if item})
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mapped = "、".join(unique_keys) if unique_keys else "暂无稳定字段"
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missing = "；缺失字段：" + "、".join(unique_missing) if unique_missing else ""
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return f"已使用 canonical ontology fields：{mapped}{missing}。兼容字段只作为输入别名，不直接进入业务逻辑。"
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mapped_labels.extend(StewardPlannerService._business_field_label(key) for key in task.ontology_fields.keys())
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missing_labels.extend(StewardPlannerService._business_field_label(key) for key in task.missing_fields)
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mapped = "、".join(dict.fromkeys(label for label in mapped_labels if label)) or "暂无稳定业务要素"
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missing = "；还缺少：" + "、".join(dict.fromkeys(label for label in missing_labels if label)) if missing_labels else ""
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return f"已把用户输入归一为业务要素：{mapped}{missing}。后续执行仍会先让用户确认。"
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@staticmethod
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def _build_business_gap_thinking_event(tasks: list[StewardTask]) -> StewardThinkingEvent | None:
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gap_lines = []
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for task in tasks:
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if not task.missing_fields:
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continue
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missing_labels = [
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StewardPlannerService._business_field_label(key)
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for key in task.missing_fields
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if key
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]
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if not missing_labels:
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continue
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if task.task_type == "expense_application" and "transport_mode" in task.missing_fields:
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gap_lines.append(
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(
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f"{task.title}已识别到{StewardPlannerService._summarize_known_business_points(task)}，"
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"但用户没有说明出行方式；出行方式会影响交通费用测算，进入申请单核对后需要先追问火车、飞机或轮船。"
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)
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)
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else:
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gap_lines.append(
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(
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f"{task.title}还缺少{'、'.join(dict.fromkeys(missing_labels))}，"
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"需要在对应步骤里继续向用户确认，不能直接执行入库或提交。"
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)
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)
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if not gap_lines:
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return None
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return StewardThinkingEvent(
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event_id="intent_business_gap_check",
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stage="business_gap_check",
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title="判断待补充信息",
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content="；".join(gap_lines),
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)
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@staticmethod
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def _summarize_known_business_points(task: StewardTask) -> str:
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parts = []
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for key in ("time_range", "location", "reason", "expense_type"):
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value = str(task.ontology_fields.get(key) or "").strip()
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if value:
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parts.append(
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f"{StewardPlannerService._business_field_label(key)}为"
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f"{StewardPlannerService._format_business_field_value(key, value)}"
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)
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return "、".join(parts) or "部分业务要素"
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@staticmethod
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def _business_field_label(key: str) -> str:
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return BUSINESS_FIELD_LABELS.get(str(key or "").strip(), str(key or "").strip())
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@staticmethod
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def _format_business_field_value(key: str, value: str) -> str:
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cleaned = str(value or "").strip()
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if key == "expense_type":
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return EXPENSE_TYPE_LABELS.get(cleaned, cleaned)
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if key == "transport_mode":
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return TRANSPORT_MODE_LABELS.get(cleaned, cleaned)
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return cleaned
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@staticmethod
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def _summarize_attachment_correlation(
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