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
301
server/src/app/services/steward_slot_decision_agent.py
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301
server/src/app/services/steward_slot_decision_agent.py
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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 (
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StewardSlotDecisionRequest,
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StewardSlotDecisionResponse,
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StewardSlotOption,
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)
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from app.services.ontology_field_registry import normalize_ontology_form_values
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from app.services.runtime_chat import RuntimeChatService
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from app.services.steward_constants import BUSINESS_CANONICAL_FIELD_ORDER, BUSINESS_CANONICAL_FIELDS
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STEWARD_SLOT_DECISION_FUNCTION_NAME = "submit_steward_slot_decision"
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FIELD_CATALOG: dict[str, dict[str, str]] = {
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"expense_type": {"label": "费用类型", "description": "申请或报销所属费用场景，如差旅、交通、住宿、业务招待。"},
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"time_range": {"label": "时间", "description": "申请时为出差起止日期，报销时为费用发生日期。"},
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"location": {"label": "地点", "description": "出差目的地、费用发生地或业务活动地点。"},
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"reason": {"label": "事由", "description": "出差、报销或业务活动的业务原因。"},
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"amount": {"label": "金额", "description": "报销时为实际金额；申请时金额可由系统估算，不应默认要求用户填写。"},
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"transport_mode": {"label": "出行方式", "description": "差旅申请交通费用测算所需字段，由用户明确选择或表达。"},
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"attachments": {"label": "附件/凭证", "description": "发票、行程单、付款截图或其他证明材料。"},
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"customer_name": {"label": "客户或项目对象", "description": "业务招待、客户拜访或项目支撑涉及的对象。"},
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"merchant_name": {"label": "商户/开票方", "description": "报销票据上的商户或开票方。"},
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"department_name": {"label": "所属部门", "description": "申请人或费用归属部门。"},
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"employee_name": {"label": "申请人", "description": "发起申请或报销的员工。"},
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"employee_no": {"label": "员工编号", "description": "公司内部员工编号。"},
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}
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APPLICATION_NON_BLOCKING_FIELDS = {"amount", "attachments", "employee_no", "department_name", "employee_name"}
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@dataclass(frozen=True, slots=True)
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class StewardSlotDecisionAgentResult:
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payload: dict[str, Any]
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model_call_traces: list[dict[str, Any]]
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class StewardSlotDecisionAgent:
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"""用大模型 function calling 判断当前任务缺什么，以及下一步是否应先追问。"""
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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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def decide(self, request: StewardSlotDecisionRequest) -> StewardSlotDecisionResponse:
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normalized_request = self._normalize_request(request)
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result = self.runtime_chat_service.complete_with_tool_call(
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self._build_messages(normalized_request),
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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_SLOT_DECISION_FUNCTION_NAME},
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},
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max_tokens=1200,
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temperature=0.05,
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timeout_seconds=30,
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max_attempts=1,
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)
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if result.tool_call is not None and result.tool_call.name == STEWARD_SLOT_DECISION_FUNCTION_NAME:
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response = self._build_response_from_model_payload(
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result.tool_call.arguments,
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normalized_request,
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result.calls_as_dicts(),
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)
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if response is not None:
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return response
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return self._build_rule_fallback(normalized_request, result.calls_as_dicts())
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@staticmethod
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def _normalize_request(request: StewardSlotDecisionRequest) -> StewardSlotDecisionRequest:
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normalized_fields = {
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key: value
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for key, value in normalize_ontology_form_values(request.ontology_fields).items()
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if key in BUSINESS_CANONICAL_FIELDS and str(value or "").strip()
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}
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missing_fields: list[str] = []
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for item in request.missing_fields:
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key = str(item or "").strip()
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if request.task_type == "expense_application" and key in APPLICATION_NON_BLOCKING_FIELDS:
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continue
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if key in BUSINESS_CANONICAL_FIELDS and key not in missing_fields and not normalized_fields.get(key):
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missing_fields.append(key)
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return StewardSlotDecisionRequest(
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task_type=request.task_type,
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user_message=str(request.user_message or "").strip(),
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ontology_fields=normalized_fields,
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missing_fields=missing_fields,
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task_context=request.task_context if isinstance(request.task_context, dict) else {},
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)
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@staticmethod
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def _build_messages(request: StewardSlotDecisionRequest) -> list[dict[str, Any]]:
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context_payload = {
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"task_type": request.task_type,
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"user_message": request.user_message,
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"ontology_fields": request.ontology_fields,
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"missing_fields_from_intent_agent": request.missing_fields,
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"field_catalog": {
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key: FIELD_CATALOG[key]
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for key in BUSINESS_CANONICAL_FIELD_ORDER
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if key in FIELD_CATALOG
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},
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"task_context": request.task_context,
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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 小财管家的任务字段决策智能体。"
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"你必须通过 function calling 返回下一步动作。"
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"你的任务不是关键词匹配，而是结合用户意图、当前任务类型、canonical ontology 字段、"
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"上游意图识别给出的缺失字段和字段目录，判断现在应先追问用户，还是可以展示核对结果。"
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"所有 required_fields 和 missing_fields 只能使用 field_catalog 中的 canonical 字段。"
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"如果字段是内部提示、示例、系统指令或可选项，不能当作用户已经提供。"
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"费用申请场景中 amount 可由系统估算，不应作为用户必须手填字段。"
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"费用申请生成核对表阶段，attachments 不阻塞生成，可在报销或归档阶段补充；"
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"employee_no、department_name、employee_name 属于系统用户档案字段，必须从上下文读取，不能向用户追问。"
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"差旅申请通常只有 transport_mode 这类会影响费用测算的字段才需要先追问。"
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"如果缺失字段会影响后续测算、入库、附件归集或合规判断，应返回 ask_user；"
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"如果信息足以生成可核对但未提交的结果，应返回 render_preview。"
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"question 和 rationale 必须是面向用户的业务说明，不暴露内部推理链。"
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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(context_payload, ensure_ascii=False),
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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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canonical_fields = list(BUSINESS_CANONICAL_FIELD_ORDER)
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return {
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"type": "function",
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"function": {
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"name": STEWARD_SLOT_DECISION_FUNCTION_NAME,
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"description": "提交小财管家当前任务的字段缺口和下一步动作决策。",
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"parameters": {
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"type": "object",
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"properties": {
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"next_action": {
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"type": "string",
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"enum": ["ask_user", "render_preview"],
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},
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"required_fields": {
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"type": "array",
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"items": {"type": "string", "enum": canonical_fields},
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},
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"missing_fields": {
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"type": "array",
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"items": {"type": "string", "enum": canonical_fields},
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},
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"question": {"type": "string"},
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"options": {
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"type": "array",
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"items": {
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"type": "object",
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"properties": {
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"label": {"type": "string"},
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"value": {"type": "string"},
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"field_key": {"type": "string", "enum": canonical_fields},
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"description": {"type": "string"},
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},
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"required": ["label", "value", "field_key"],
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},
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},
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"rationale": {"type": "string"},
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},
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"required": ["next_action", "required_fields", "missing_fields", "question", "options", "rationale"],
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},
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},
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}
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def _build_response_from_model_payload(
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self,
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payload: dict[str, Any],
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request: StewardSlotDecisionRequest,
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traces: list[dict[str, Any]],
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) -> StewardSlotDecisionResponse | None:
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next_action = str(payload.get("next_action") or "").strip()
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if next_action not in {"ask_user", "render_preview"}:
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return None
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required_fields = self._sanitize_fields(payload.get("required_fields"))
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missing_fields = self._sanitize_fields(payload.get("missing_fields"))
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required_fields = self._filter_blocking_fields(required_fields, request.task_type)
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missing_fields = self._filter_blocking_fields(missing_fields, request.task_type)
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missing_fields = [
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key
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for key in missing_fields
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if key in required_fields or key in request.missing_fields
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]
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if next_action == "ask_user" and not missing_fields:
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missing_fields = list(request.missing_fields)
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if next_action == "ask_user" and not missing_fields:
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next_action = "render_preview"
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options = []
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question = ""
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rationale = "当前申请信息足以先生成核对结果；附件和员工编号不应作为用户补填项阻塞申请预览。"
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else:
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options = self._sanitize_options(payload.get("options"), missing_fields)
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question = self._clean_text(payload.get("question"))
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rationale = self._clean_text(payload.get("rationale"))
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return StewardSlotDecisionResponse(
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decision_source="llm_function_call",
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next_action=next_action, # type: ignore[arg-type]
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required_fields=required_fields,
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missing_fields=missing_fields,
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question=question,
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options=options,
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rationale=rationale,
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model_call_traces=traces,
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)
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@staticmethod
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def _filter_blocking_fields(fields: list[str], task_type: str) -> list[str]:
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if task_type != "expense_application":
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return fields
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return [field for field in fields if field not in APPLICATION_NON_BLOCKING_FIELDS]
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@staticmethod
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def _sanitize_fields(raw_fields: Any) -> list[str]:
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fields: list[str] = []
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if not isinstance(raw_fields, list):
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return fields
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for item in raw_fields:
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key = str(item or "").strip()
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if key in BUSINESS_CANONICAL_FIELDS and key not in fields:
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fields.append(key)
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return fields
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def _sanitize_options(self, raw_options: Any, missing_fields: list[str]) -> list[StewardSlotOption]:
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options: list[StewardSlotOption] = []
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if isinstance(raw_options, list):
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for item in raw_options:
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if not isinstance(item, dict):
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continue
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field_key = str(item.get("field_key") or "").strip()
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label = self._clean_text(item.get("label"))
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value = self._clean_text(item.get("value")) or label
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if not field_key or field_key not in BUSINESS_CANONICAL_FIELDS or not label or not value:
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continue
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options.append(
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StewardSlotOption(
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field_key=field_key,
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label=label,
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value=value,
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description=self._clean_text(item.get("description")),
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)
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)
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if not options and missing_fields and missing_fields[0] == "transport_mode":
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options = [
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StewardSlotOption(field_key="transport_mode", label="火车", value="火车", description="选择火车或高铁出行。"),
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StewardSlotOption(field_key="transport_mode", label="飞机", value="飞机", description="选择飞机出行。"),
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StewardSlotOption(field_key="transport_mode", label="轮船", value="轮船", description="选择轮船出行。"),
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]
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return options[:6]
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def _build_rule_fallback(
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self,
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request: StewardSlotDecisionRequest,
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traces: list[dict[str, Any]],
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) -> StewardSlotDecisionResponse:
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missing_fields = list(request.missing_fields)
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if missing_fields:
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field = missing_fields[0]
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return StewardSlotDecisionResponse(
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decision_source="rule_fallback",
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next_action="ask_user",
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required_fields=list(dict.fromkeys([*request.ontology_fields.keys(), *missing_fields])),
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missing_fields=missing_fields,
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question=self._build_fallback_question(field),
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options=self._sanitize_options([], [field]),
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rationale="模型字段决策暂不可用，我先按上游意图识别给出的本体缺口向你确认。",
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model_call_traces=traces,
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)
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return StewardSlotDecisionResponse(
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decision_source="rule_fallback",
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next_action="render_preview",
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required_fields=list(request.ontology_fields.keys()),
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missing_fields=[],
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question="",
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options=[],
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rationale="当前任务没有上游标记的关键字段缺口，可以先生成核对结果供你确认。",
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model_call_traces=traces,
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)
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@staticmethod
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def _build_fallback_question(field: str) -> str:
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label = FIELD_CATALOG.get(field, {}).get("label") or field
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if field == "transport_mode":
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return "请问你这次打算怎么出行？可以选择火车、飞机或轮船。"
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return f"当前还缺少{label}，请先补充后我再继续处理。"
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@staticmethod
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def _clean_text(value: Any) -> str:
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return str(value or "").strip()
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