feat: 增强差旅报销审核流程与票据智能推理

优化本体解析和编排器的差旅场景处理能力,完善报销单草稿
保存和费用明细同步逻辑,前端报销创建页面增加行程推理和
票据审核交互,新增助手会话快照工具函数,补充单元测试。
This commit is contained in:
caoxiaozhu
2026-05-21 16:09:47 +08:00
parent f28d7e6d16
commit e701fa01da
33 changed files with 3033 additions and 337 deletions

View File

@@ -670,19 +670,32 @@ class OrchestratorService:
}
if ontology.scenario == "expense" or self._is_expense_review_action(context_json):
tool_type = AgentToolType.DATABASE.value
tool_name = "database.expense_claims.save_or_submit"
executor = lambda: self.expense_claim_service.save_or_submit_from_ontology(
run_id=run_id,
user_id=payload.user_id,
message=payload.message or "",
ontology=ontology,
context_json=context_json,
)
fallback_factory = lambda exc: {
"message": f"报销草稿落库失败,请稍后再试:{exc}",
"degraded": True,
}
is_persistence_action = self._is_expense_persistence_action(context_json)
tool_type = (
AgentToolType.DATABASE.value
if is_persistence_action
else AgentToolType.LLM.value
)
tool_name = (
"database.expense_claims.save_or_submit"
if is_persistence_action
else "user_agent.expense_review_preview"
)
executor = lambda: self.expense_claim_service.save_or_submit_from_ontology(
run_id=run_id,
user_id=payload.user_id,
message=payload.message or "",
ontology=ontology,
context_json=context_json,
)
fallback_factory = lambda exc: {
"message": (
f"报销草稿落库失败,请稍后再试:{exc}"
if is_persistence_action
else f"报销内容预览生成失败,请稍后再试:{exc}"
),
"degraded": True,
}
tool_payload, degraded = self._invoke_tool(
run_id=run_id,
@@ -819,6 +832,16 @@ class OrchestratorService:
"link_to_existing_draft",
"create_new_claim_from_documents",
}
@staticmethod
def _is_expense_persistence_action(context_json: dict[str, Any]) -> bool:
review_action = str((context_json or {}).get("review_action") or "").strip()
return review_action in {
"save_draft",
"next_step",
"link_to_existing_draft",
"create_new_claim_from_documents",
}
@staticmethod
def _flatten_capability_codes(
@@ -1165,16 +1188,18 @@ class OrchestratorService:
if item.type == "expense_claim" and str(item.normalized_value or item.value or "").strip()
)
)
expense_types = list(
dict.fromkeys(
str(item.normalized_value or item.value or "").strip()
for item in ontology.entities
if item.type == "expense_type" and str(item.normalized_value or item.value or "").strip()
)
)
status_values = list(
dict.fromkeys(
str(item.value).strip()
expense_types = list(
dict.fromkeys(
str(item.normalized_value or item.value or "").strip()
for item in ontology.entities
if item.type == "expense_type" and str(item.normalized_value or item.value or "").strip()
)
)
project_values = self._collect_expense_query_filter_values(ontology, "project")
location_values = self._collect_expense_query_filter_values(ontology, "location")
status_values = list(
dict.fromkeys(
str(item.value).strip()
for item in ontology.constraints
if item.field == "status" and item.operator == "=" and str(item.value).strip()
)
@@ -1189,10 +1214,24 @@ class OrchestratorService:
if expense_claim_nos:
conditions.append(ExpenseClaim.claim_no.in_(expense_claim_nos))
if expense_types:
conditions.append(ExpenseClaim.expense_type.in_(expense_types))
if status_values:
conditions.append(ExpenseClaim.status.in_(status_values))
if expense_types:
conditions.append(ExpenseClaim.expense_type.in_(expense_types))
if status_values:
conditions.append(ExpenseClaim.status.in_(status_values))
if project_values:
project_conditions = []
for value in project_values:
pattern = f"%{value}%"
project_conditions.append(ExpenseClaim.project_code.ilike(pattern))
project_conditions.append(ExpenseClaim.reason.ilike(pattern))
conditions.append(or_(*project_conditions))
if location_values:
location_conditions = []
for value in location_values:
pattern = f"%{value}%"
location_conditions.append(ExpenseClaim.location.ilike(pattern))
location_conditions.append(ExpenseClaim.reason.ilike(pattern))
conditions.append(or_(*location_conditions))
for item in amount_constraints:
amount_value = float(item.value)
@@ -1251,11 +1290,31 @@ class OrchestratorService:
scoped_to_current_user = True
else:
scope_label = "全部报销单"
return conditions, scope_label, scoped_to_current_user
def _build_current_user_claim_conditions(
self,
return conditions, scope_label, scoped_to_current_user
@staticmethod
def _collect_expense_query_filter_values(
ontology: OntologyParseResult,
field_name: str,
) -> list[str]:
values: list[str] = []
for entity in ontology.entities:
if entity.type != field_name:
continue
value = str(entity.normalized_value or entity.value or "").strip()
if value:
values.append(value)
for constraint in ontology.constraints:
if constraint.field != field_name or constraint.operator != "=":
continue
value = str(constraint.value or "").strip()
if value:
values.append(value)
return list(dict.fromkeys(values))
def _build_current_user_claim_conditions(
self,
*,
user_id: str | None,
context_json: dict[str, Any],