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feat: 增强差旅报销审核流程与票据智能推理

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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
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182
server/tests/test_orchestrator_review_flow.py
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@@ -202,7 +202,7 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
fresh_context = service.hydrate_context_json(
conversation=conversation,
context_json={},
context_json={"draft_claim_id": "claim-old"},
message="业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销",
)
continued_context = service.hydrate_context_json(
@@ -217,3 +217,183 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
assert fresh_context["conversation_state"]["review_form_values"]["expense_type"] == "差旅费"
assert continued_context["draft_claim_id"] == "claim-old"
assert continued_context["review_form_values"]["expense_type"] == "差旅费"
def test_orchestrator_history_query_filters_location_time_and_returns_real_amount(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
with session_factory() as db:
employee = Employee(
id="emp-history-query",
employee_no="E9020",
name="张三",
email="history-query@example.com",
)
beijing_claim = ExpenseClaim(
id="claim-history-beijing",
claim_no="EXP-202506-001",
employee=employee,
employee_id=employee.id,
employee_name="张三",
department_name="交付部",
expense_type="travel",
reason="去北京支持客户项目",
location="北京",
amount=Decimal("321.45"),
currency="CNY",
invoice_count=2,
occurred_at=datetime(2025, 6, 18, 9, 0, tzinfo=UTC),
submitted_at=datetime(2025, 6, 19, 10, 0, tzinfo=UTC),
status="paid",
approval_stage="已入账",
)
shanghai_claim = ExpenseClaim(
id="claim-history-shanghai",
claim_no="EXP-202507-001",
employee=employee,
employee_id=employee.id,
employee_name="张三",
department_name="交付部",
expense_type="travel",
reason="去上海支持项目",
location="上海",
amount=Decimal("888.00"),
currency="CNY",
invoice_count=1,
occurred_at=datetime(2025, 7, 8, 9, 0, tzinfo=UTC),
submitted_at=datetime(2025, 7, 9, 10, 0, tzinfo=UTC),
status="paid",
approval_stage="已入账",
)
current_year_claim = ExpenseClaim(
id="claim-history-beijing-current",
claim_no="EXP-202601-001",
employee=employee,
employee_id=employee.id,
employee_name="张三",
department_name="交付部",
expense_type="travel",
reason="去北京支持年度项目",
location="北京",
amount=Decimal("666.00"),
currency="CNY",
invoice_count=1,
occurred_at=datetime(2026, 1, 8, 9, 0, tzinfo=UTC),
submitted_at=datetime(2026, 1, 9, 10, 0, tzinfo=UTC),
status="paid",
approval_stage="已入账",
)
db.add_all([employee, beijing_claim, shanghai_claim, current_year_claim])
db.commit()
response = OrchestratorService(db).run(
OrchestratorRequest(
source="user_message",
user_id="history-query@example.com",
message="我去年去北京报销的单据",
context_json={
"client_now_iso": "2026-05-21T04:00:00.000Z",
"client_timezone_offset_minutes": -480,
},
)
)
query_payload = response.result["query_payload"]
assert response.status == "succeeded"
assert response.trace_summary.scenario == "expense"
assert response.trace_summary.intent == "query"
assert query_payload["record_count"] == 1
assert query_payload["total_amount"] == 321.45
assert [item["claim_no"] for item in query_payload["records"]] == ["EXP-202506-001"]
assert "321.45" in response.result["answer"]
def test_orchestrator_expense_preview_does_not_persist_claim_before_user_action(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
with session_factory() as db:
employee = Employee(
employee_no="E9030",
name="预览员工",
email="preview-orchestrator@example.com",
)
db.add(employee)
db.commit()
response = OrchestratorService(db).run(
OrchestratorRequest(
source="user_message",
user_id="preview-orchestrator@example.com",
message="业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报",
context_json={
"name": "预览员工",
"user_input_text": "业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报",
},
)
)
user_claims = [
claim
for claim in db.query(ExpenseClaim).all()
if claim.employee_name == "预览员工"
]
assert response.status == "succeeded"
assert response.result.get("review_payload") is not None
assert response.result.get("draft_payload") is None
assert "尚未保存为草稿" in response.result["answer"]
assert user_claims == []
def test_orchestrator_prompts_scene_choices_before_review_for_fresh_ambiguous_expense(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
with session_factory() as db:
service = AgentConversationService(db)
conversation = service.get_or_create_conversation(
conversation_id="conv-scene-choice",
user_id="emp-scene-choice@example.com",
source="user_message",
context_json={
"session_type": "expense",
"draft_claim_id": "claim-old",
"review_form_values": {
"expense_type": "差旅费",
"business_location": "北京",
},
},
)
response = OrchestratorService(db).run(
OrchestratorRequest(
source="user_message",
user_id="emp-scene-choice@example.com",
conversation_id=conversation.conversation_id,
message="业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销",
context_json={
"session_type": "expense",
"draft_claim_id": "claim-old",
},
)
)
result = response.result
assert response.status == "succeeded"
assert result.get("review_payload") is None
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"]