from __future__ import annotations from datetime import UTC, datetime, timedelta from decimal import Decimal from sqlalchemy import create_engine from sqlalchemy.orm import Session, sessionmaker from sqlalchemy.pool import StaticPool from app.db.base import Base from app.models.employee import Employee from app.models.financial_record import ExpenseClaim from app.core.agent_enums import AgentAssetType from app.schemas.ontology import OntologyParseRequest from app.schemas.user_agent import UserAgentCitation, UserAgentRequest, UserAgentReviewRiskBrief from app.services.agent_assets import AgentAssetService from app.services.ontology import SemanticOntologyService from app.services.user_agent import UserAgentService from app.services.user_agent_documents import UserAgentDocumentService def build_session_factory() -> sessionmaker[Session]: engine = create_engine( "sqlite+pysqlite:///:memory:", connect_args={"check_same_thread": False}, poolclass=StaticPool, ) Base.metadata.create_all(bind=engine) return sessionmaker(bind=engine, autoflush=False, autocommit=False) def test_user_agent_query_returns_readable_answer_and_actions() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="张三 4 月差旅报销金额是多少", user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="张三 4 月差旅报销金额是多少", ontology=ontology, tool_payload={"record_count": 2, "total_amount": 8800.0}, ) ) assert "8800.00" in response.answer assert len(response.suggested_actions) >= 1 def test_user_agent_returns_readable_query_answer_when_runtime_model_is_skipped(monkeypatch) -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="张三 4 月差旅报销金额是多少", user_id="pytest", ) ) service = UserAgentService(db) monkeypatch.setattr(service, "_generate_answer_with_model", lambda *args, **kwargs: "这是模型回答") response = service.respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="张三 4 月差旅报销金额是多少", ontology=ontology, tool_payload={"record_count": 2, "total_amount": 8800.0}, ) ) assert "共 2 笔" in response.answer assert "8800.00" in response.answer def test_user_agent_sanitizes_model_thinking_blocks() -> None: session_factory = build_session_factory() with session_factory() as db: service = UserAgentService(db) assert ( service._sanitize_model_answer("内部推理\n最终答复") == "最终答复" ) def test_user_agent_rejects_visible_reasoning_drafts() -> None: session_factory = build_session_factory() with session_factory() as db: service = UserAgentService(db) assert ( service._sanitize_model_answer( "用户问的是：住宿费怎么算？\n让我分析一下：\n1. 实体识别..." ) is None ) def test_user_agent_knowledge_prompt_enforces_knowledge_boundary() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="住宿费标准是多少？", user_id="pytest", context_json={"session_type": "knowledge"}, ) ) service = UserAgentService(db) messages = service._build_model_messages( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="住宿费标准是多少？", ontology=ontology, tool_payload={"result_type": "knowledge_search", "hits": []}, ), citations=[], suggested_actions=[], risk_flags=[], draft_payload=None, fallback_answer="", ) assert "只能依据 facts.tool_payload.hits、facts.knowledge_answer_evidence" in messages[0]["content"] assert "不能用常识、外部知识或主观推断补齐缺失条件" in messages[0]["content"] assert "不能只依赖排在最前面的片段" in messages[0]["content"] assert "不能把第一列的数值直接套给后面的列名" in messages[0]["content"] assert "knowledge_evidence_blocks" in messages[0]["content"] assert '"knowledge_answer_evidence": []' in messages[1]["content"] def test_user_agent_knowledge_fallback_is_honest_and_personalized() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="住宿费标准是多少？", user_id="pytest", context_json={"session_type": "knowledge"}, ) ) service = UserAgentService(db) answer = service._build_knowledge_search_answer( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="住宿费标准是多少？", ontology=ontology, context_json={"name": "张三"}, tool_payload={ "result_type": "knowledge_search", "hits": [{"title": "差旅费制度", "content": "住宿费标准正文"}], }, ), citations=[], ) assert answer.startswith("张三，您好。") assert "答案整理阶段本轮没有及时返回" in answer assert "先给你当前最直接的依据" in answer assert "《差旅费制度》" in answer def test_user_agent_knowledge_answer_generation_uses_fast_timeouts(monkeypatch) -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="住宿费标准是多少？", user_id="pytest", context_json={"session_type": "knowledge"}, ) ) service = UserAgentService(db) captured: dict[str, object] = {} def fake_complete(messages, **kwargs): captured["messages"] = messages captured.update(kwargs) return "测试回答" monkeypatch.setattr(service.runtime_chat_service, "complete", fake_complete) answer = service._generate_answer_with_model( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="住宿费标准是多少？", ontology=ontology, tool_payload={"result_type": "knowledge_search", "hits": []}, ), citations=[], suggested_actions=[], risk_flags=[], draft_payload=None, fallback_answer="", ) assert answer == "测试回答" assert captured["timeout_seconds"] == 5 assert captured["slot_timeouts"] == {"main": 3, "backup": 5} assert captured["max_attempts"] == 1 def test_user_agent_prefers_structured_table_hit_for_standard_query() -> None: selected = UserAgentService._select_knowledge_model_hits( { "hits": [ {"content": "raw hit 1"}, {"content": "raw hit 2"}, {"content": "# 问答线索补充\n\n- 第二章 报销时限：费用发生后 30 日内提交申请。"}, {"content": "# 结构化表格补充\n\n| 项目 | 餐补 |\n| 其他地区 | 55 |"}, ] }, question="餐补标准是多少？", ) assert selected[0]["content"].startswith("# 结构化表格补充") assert any(item["content"].startswith("# 结构化表格补充") for item in selected[:2]) def test_user_agent_prefers_relevant_raw_hit_over_generic_appendix() -> None: selected = UserAgentService._select_knowledge_model_hits( { "hits": [ {"content": "# 章节导航\n\n- 第一章 总则\n- 第二章 职责分工"}, {"content": "# 问答线索补充\n\n- 第二章 职责分工：计划财务部负责财务审核。"}, {"content": "一般性说明文字，没有探亲差旅归口信息。"}, {"content": "附表3：支出归口管理部门与归口业务范围\n组织人事部：探亲差旅、条件艰苦及安全风险较高区域补助等支出。"}, ] }, question="探亲差旅归哪个部门管理？", ) assert "组织人事部" in selected[0]["content"] def test_user_agent_uses_fast_knowledge_answer_without_model(monkeypatch) -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="报销时限是多少？", user_id="pytest", context_json={"session_type": "knowledge"}, ) ) service = UserAgentService(db) monkeypatch.setattr( service, "_generate_answer_with_model", lambda *args, **kwargs: (_ for _ in ()).throw(AssertionError("model should not be called")), ) response = service.respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="报销时限是多少？", ontology=ontology, context_json={ "name": "张三", "session_type": "knowledge", "user_input_text": "报销时限是多少？", }, tool_payload={ "result_type": "knowledge_search", "hits": [ { "title": "费用报销制度", "content": ( "# 问答线索补充\n\n" "- 第二章 报销时限：员工应在费用发生后 30 日内提交报销申请。\n" "- 第二章 报销时限：超过 30 日需补充审批说明。" ), }, ], }, ) ) assert response.answer.startswith("张三，您好。") assert "当前能直接确认的是" in response.answer assert "30 日内提交报销申请" in response.answer assert "## 依据" not in response.answer assert "答案整理阶段本轮没有及时返回" not in response.answer def test_user_agent_fast_knowledge_answer_renders_relevant_table_preview() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="餐补标准是多少？", user_id="pytest", context_json={"session_type": "knowledge"}, ) ) service = UserAgentService(db) answer = service._build_fast_knowledge_answer( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="餐补标准是多少？", ontology=ontology, context_json={ "session_type": "knowledge", "user_input_text": "餐补标准是多少？", }, tool_payload={ "result_type": "knowledge_search", "hits": [ { "title": "费用报销制度", "content": ( "# 结构化表格补充\n\n" "## 表3 出差补贴标准\n\n" "| 项目 | 港澳台 | 其他地区 | 国外 |\n" "| --- | --- | --- | --- |\n" "| 餐补 | 75 | 55 | 140 |\n" "| 住宿补贴 | 35 | 35 | 35 |\n" ), } ], }, ), citations=[], ) assert answer is not None assert "| 项目 | 港澳台 | 其他地区 | 国外 |" in answer assert "| 餐补 | 75 | 55 | 140 |" in answer assert "## 依据" not in answer def test_user_agent_fast_knowledge_answer_notes_missing_location_grounding() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="前往北京出差的报销标准是什么？", user_id="pytest", context_json={"session_type": "knowledge"}, ) ) service = UserAgentService(db) answer = service._build_fast_knowledge_answer( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="前往北京出差的报销标准是什么？", ontology=ontology, context_json={ "session_type": "knowledge", "user_input_text": "前往北京出差的报销标准是什么？", }, tool_payload={ "result_type": "knowledge_search", "hits": [ { "title": "费用报销制度", "content": ( "# 结构化表格补充\n\n" "## 表3 出差补贴标准\n\n" "| 项目 | 港澳台 | 直辖市/特区/西藏 | 其他地区 |\n" "| --- | --- | --- | --- |\n" "| 餐补 | 75 | 65 | 55 |\n" "| 基本补贴 | 35 | 35 | 35 |\n" ), } ], }, ), citations=[], ) assert answer is not None assert "没有直接写出“北京”对应的地区档位或映射关系" in answer assert "## 依据" not in answer def test_user_agent_fast_knowledge_answer_expands_lead_in_list_items() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="出差记录链条中断时，要提供哪些业务佐证材料？", user_id="pytest", context_json={"session_type": "knowledge"}, ) ) service = UserAgentService(db) answer = service._build_fast_knowledge_answer( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="出差记录链条中断时，要提供哪些业务佐证材料？", ontology=ontology, context_json={ "session_type": "knowledge", "user_input_text": "出差记录链条中断时，要提供哪些业务佐证材料？", }, tool_payload={ "result_type": "knowledge_search", "hits": [ { "title": "费用报销制度", "content": ( "第十三条 差旅费\n\n" "（2）出差记录链条中断时，应提供业务佐证材料：\n" "① 登机牌、高速道路通行记录、其他道路通行记录、租车记录等。\n" "② 支付记录。\n" "③ 出差审批邮件、短信、微信等。" ), } ], }, ), citations=[], ) assert answer is not None assert "当前能直接确认的是" in answer assert "登机牌、高速道路通行记录" in answer assert "支付记录" in answer assert "出差审批邮件、短信、微信等" in answer assert "（3）" not in answer assert "## 依据" not in answer def test_user_agent_model_prompt_supports_contextual_personalization() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我能坐什么舱位？", user_id="pytest", ) ) service = UserAgentService(db) messages = service._build_model_messages( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我能坐什么舱位？", ontology=ontology, context_json={ "name": "张三", "position": "财务分析师", "grade": "P5", "role": "财务人员", "role_codes": ["finance"], }, tool_payload={}, ), citations=[], suggested_actions=[], risk_flags=[], draft_payload=None, fallback_answer="", ) system_prompt = messages[0]["content"] user_prompt = messages[1]["content"] assert "context.user_grade" in system_prompt assert "conversation_history" in user_prompt assert '"user_name": "张三"' in user_prompt assert '"user_position": "财务分析师"' in user_prompt assert '"user_grade": "P5"' in user_prompt def test_user_agent_guides_generic_expense_request() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我要报销", user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我要报销", ontology=ontology, tool_payload={"record_count": 9, "total_amount": 12345.0}, ) ) assert response.review_payload is None assert response.draft_payload is None assert "请先在下面选择报销场景" in response.answer assert [item.action_type for item in response.suggested_actions] == [ "select_expense_type", "select_expense_type", "select_expense_type", "select_expense_type", "select_expense_type", "select_expense_type", ] assert [item.label for item in response.suggested_actions[:3]] == ["差旅费", "交通费", "住宿费"] def test_user_agent_asks_for_type_when_trip_context_is_ambiguous() -> None: session_factory = build_session_factory() with session_factory() as db: 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" ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=message, user_id="pytest-ambiguous-type@example.com", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-ambiguous-type@example.com", message=message, ontology=ontology, tool_payload={"draft_only": True}, ) ) assert response.review_payload is None assert response.draft_payload is None assert "请先在下面选择报销场景" in response.answer assert "避免系统先入为主" in response.answer assert [item.label for item in response.suggested_actions] == [ "差旅费", "交通费", "住宿费", "业务招待费", "办公费", "其他费用", ] assert response.suggested_actions[0].payload["original_message"] == message def test_user_agent_continues_identification_after_expense_type_selection() -> None: session_factory = build_session_factory() with session_factory() as db: 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" ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=f"{message}\n用户选择报销场景：差旅费", user_id="pytest-selected-type@example.com", context_json={ "grade": "P4", "expense_scene_selection": { "expense_type": "travel", "expense_type_label": "差旅费", "original_message": message, }, "review_form_values": { "expense_type": "差旅费", }, "user_input_text": message, }, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-selected-type@example.com", message=f"{message}\n用户选择报销场景：差旅费", ontology=ontology, context_json={ "grade": "P4", "expense_scene_selection": { "expense_type": "travel", "expense_type_label": "差旅费", "original_message": message, }, "review_form_values": { "expense_type": "差旅费", }, "user_input_text": message, }, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["expense_type"].value == "差旅费" assert slot_map["expense_type"].normalized_value == "travel" assert slot_map["time_range"].value == "2026-02-20 至 2026-02-23" assert slot_map["location"].value == "上海" assert "报销测算参考：" in response.answer assert "| 项目 | 测算口径 | 金额 |" in response.answer assert "| 住宿标准 |" in response.answer assert "| 出差补贴 |" in response.answer assert "| 参考合计 |" in response.answer def test_user_agent_guides_implicit_expense_draft_request() -> None: session_factory = build_session_factory() with session_factory() as db: today = datetime.now(UTC).date().isoformat() ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我今天去客户现场，招待了客户，花销了1000元", user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我今天去客户现场，招待了客户，花销了1000元", ontology=ontology, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None assert response.answer == response.review_payload.body_message assert response.review_payload.intent_summary.startswith("识别到您希望报销一笔“业务招待费”费用：") assert "基础信息识别结果：" in response.review_payload.intent_summary assert response.review_payload.missing_slots == ["客户名称", "参与人员", "票据附件"] assert [item.action_type for item in response.review_payload.confirmation_actions] == [ "save_draft", ] slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["expense_type"].value == "业务招待费" assert slot_map["time_range"].value == today assert slot_map["time_range"].raw_value == "今天" assert slot_map["location"].value == "客户现场" assert slot_map["amount"].value == "1000.00元" def test_user_agent_guides_narrative_with_day_before_yesterday() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我前天请客户吃饭花了200元", user_id="pytest", context_json={ "client_now_iso": "2026-05-12T16:30:00.000Z", "client_timezone_offset_minutes": -480, }, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我前天请客户吃饭花了200元", ontology=ontology, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["time_range"].raw_value == "前天" assert slot_map["time_range"].value == "2026-05-11" assert "时间：2026-05-11" in response.review_payload.intent_summary def test_user_agent_guides_riding_fare_as_transport_expense() -> None: session_factory = build_session_factory() with session_factory() as db: message = "业务发生时间:2026-03-04，送客户去林萃小区办事，请报销乘车费用" ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=message, user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message=message, ontology=ontology, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["expense_type"].value == "交通费" assert slot_map["expense_type"].normalized_value == "transport" assert slot_map["time_range"].value == "2026-03-04" assert slot_map["reason"].value == "送客户去林萃小区办事，请报销乘车费用" assert "业务发生时间" not in slot_map["reason"].raw_value assert "“交通费”" in response.review_payload.intent_summary def test_user_agent_keeps_travel_range_when_user_adds_receipts_after_text_context() -> None: session_factory = build_session_factory() with session_factory() as db: message = "业务发生时间:2026-02-20 至 2026-02-23，去上海支撑上海电力 服务器部署，出差3天" ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=message, user_id="pytest-travel-range@example.com", ) ) initial_response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-travel-range@example.com", message=message, ontology=ontology, tool_payload={"draft_only": True}, ) ) assert initial_response.review_payload is not None initial_slots = {item.key: item for item in initial_response.review_payload.slot_cards} assert initial_slots["expense_type"].normalized_value == "travel" assert initial_slots["time_range"].value == "2026-02-20 至 2026-02-23" assert initial_slots["location"].value == "上海" assert "业务发生时间" not in initial_slots["reason"].raw_value assert not initial_slots["reason"].value.startswith("至 2026-02-23") followup_context = { "name": "张三", "grade": "P4", "review_action": "link_to_existing_draft", "review_form_values": { "expense_type": "差旅费", "occurred_date": "2026-02-20", "time_range": "2026-02-20 至 2026-02-23", "business_time": "2026-02-20 至 2026-02-23", "business_location": "上海", "reason": "去上海支撑上海电力服务器部署，出差3天", }, "business_time_context": { "mode": "range", "start_date": "2026-02-20", "end_date": "2026-02-23", "display_value": "2026-02-20 至 2026-02-23", }, "attachment_names": ["2月20_武汉-上海.pdf", "2月23_上海-武汉.pdf", "上海酒店发票.pdf"], "attachment_count": 3, "ocr_documents": [ { "filename": "2月20_武汉-上海.pdf", "document_type": "train_ticket", "scene_code": "travel", "scene_label": "差旅票据", "summary": "铁路电子客票 2026-02-20 武汉-上海 二等座 票价 354 元", "text": "铁路电子客票 2026-02-20 武汉-上海 二等座 票价 ￥354.00", "avg_score": 0.95, "document_fields": [ {"key": "amount", "label": "票价", "value": "354"}, {"key": "route", "label": "行程", "value": "武汉-上海"}, {"key": "date", "label": "日期", "value": "2026-02-20"}, ], "warnings": [], }, { "filename": "2月23_上海-武汉.pdf", "document_type": "train_ticket", "scene_code": "travel", "scene_label": "差旅票据", "summary": "铁路电子客票 2026-02-23 上海-武汉 二等座 票价 354 元", "text": "铁路电子客票 2026-02-23 上海-武汉 二等座 票价 ￥354.00", "avg_score": 0.95, "document_fields": [ {"key": "amount", "label": "票价", "value": "354"}, {"key": "route", "label": "行程", "value": "上海-武汉"}, {"key": "date", "label": "日期", "value": "2026-02-23"}, ], "warnings": [], }, { "filename": "上海酒店发票.pdf", "document_type": "hotel_invoice", "summary": "上海酒店 住宿 3 晚 金额 1200 元", "text": "上海酒店 住宿 3 晚 金额 1200 元", "avg_score": 0.96, "document_fields": [ {"key": "amount", "label": "金额", "value": "1200"}, {"key": "merchant", "label": "酒店名称", "value": "上海酒店"}, ], "warnings": [], }, ], } followup_ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="请把当前上传的票据合并到现有报销草稿中。", user_id="pytest-travel-range@example.com", context_json=followup_context, ) ) followup_response = UserAgentService(db).respond( UserAgentRequest( run_id=followup_ontology.run_id, user_id="pytest-travel-range@example.com", message="请把当前上传的票据合并到现有报销草稿中。", ontology=followup_ontology, context_json=followup_context, tool_payload={"draft_only": True}, ) ) assert followup_response.review_payload is not None followup_slots = {item.key: item for item in followup_response.review_payload.slot_cards} assert followup_slots["expense_type"].value == "差旅费" assert followup_slots["expense_type"].normalized_value == "travel" assert followup_slots["time_range"].value == "2026-02-20 至 2026-02-23" assert followup_slots["location"].value == "上海" assert followup_slots["reason"].value == "去上海支撑上海电力服务器部署，出差3天" def test_user_agent_does_not_treat_draft_saved_message_as_precheck_risk_for_transport() -> None: session_factory = build_session_factory() with session_factory() as db: message = "业务发生时间:2026-03-04，送客户去林萃小区办事，打车花了32元，请报销乘车费用" context_json = { "name": "赵六", "attachment_names": ["didi-trip.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "didi-trip.png", "summary": "滴滴出行 支付金额 32 元", "text": "滴滴出行 支付金额 32 元", "document_type": "taxi_receipt", "scene_code": "transport", "document_fields": [ {"key": "amount", "label": "支付金额", "value": "32.00"}, ], "warnings": [], } ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=message, user_id="pytest", context_json=context_json, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message=message, ontology=ontology, context_json=context_json, tool_payload={ "draft_only": True, "claim_id": "claim-1", "claim_no": "EXP-202603-001", "status": "draft", "message": ( "已创建报销草稿 EXP-202603-001，当前状态为 draft。" "你可以继续补充费用明细、客户单位和票据附件。" ), }, ) ) assert response.review_payload is not None assert response.review_payload.can_proceed is True assert "客户名称" not in response.review_payload.missing_slots assert "参与人员" not in response.review_payload.missing_slots assert "票据附件" not in response.review_payload.missing_slots risk_text = "\n".join( f"{item.title}\n{item.content}" for item in response.review_payload.risk_briefs ) assert "AI预审未通过" not in risk_text assert "已创建报销草稿" not in risk_text def test_user_agent_attachment_only_upload_uses_generic_scene_reason_without_fabrication() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我上传了 1 份票据，请结合附件名称给出报销建议并尽量生成草稿。", user_id="pytest", context_json={ "attachment_names": ["didi-trip.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "didi-trip.png", "summary": "滴滴出行 订单金额 32 元", "text": "滴滴出行 订单金额 32 元", "document_type": "taxi_receipt", "scene_code": "transport", } ], "user_input_text": "", }, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我上传了 1 份票据，请结合附件名称给出报销建议并尽量生成草稿。\n附件名称：didi-trip.png", ontology=ontology, context_json={ "attachment_names": ["didi-trip.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "didi-trip.png", "summary": "滴滴出行 订单金额 32 元", "text": "滴滴出行 订单金额 32 元", "document_type": "taxi_receipt", "scene_code": "transport", } ], "user_input_text": "", }, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["reason"].value == "交通出行" assert slot_map["reason"].status == "inferred" def test_user_agent_transport_flow_infers_reason_and_does_not_require_location_or_merchant() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我上传了交通票据，帮我生成报销草稿", user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我上传了交通票据，帮我生成报销草稿", ontology=ontology, context_json={ "attachment_names": ["didi-trip.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "didi-trip.png", "summary": "滴滴出行 支付金额 32 元", "text": "滴滴出行 支付金额 32 元", "document_type": "taxi_receipt", "scene_code": "transport", "scene_label": "交通票据", } ], }, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["reason"].value == "交通出行" assert slot_map["reason"].status == "inferred" assert "酒店/商户" not in response.review_payload.missing_slots assert "地点" not in response.review_payload.missing_slots assert "事由说明" not in response.review_payload.missing_slots def test_user_agent_risk_response_includes_rule_citations() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="检查重复报销风险", user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="检查重复报销风险", ontology=ontology, tool_payload={"risk_flags": ["duplicate_expense"]}, ) ) assert response.risk_flags == ["duplicate_expense"] assert any(item.source_type == "rule" for item in response.citations) assert "duplicate_expense" in response.answer def test_user_agent_draft_returns_structured_payload() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="帮我生成张三4月差旅报销草稿", user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="帮我生成张三4月差旅报销草稿", ontology=ontology, tool_payload={"draft_only": True}, ) ) assert response.draft_payload is not None assert response.draft_payload.confirmation_required is True assert response.review_payload is not None assert response.review_payload.can_proceed is False assert response.review_payload.missing_slots == ["金额", "事由说明", "票据附件"] assert [item.action_type for item in response.review_payload.confirmation_actions] == [ "save_draft", ] assert response.answer == response.review_payload.body_message def test_user_agent_returns_draft_limit_message_when_save_is_blocked() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="请按当前识别信息保存报销草稿", user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="请按当前识别信息保存报销草稿", ontology=ontology, context_json={"review_action": "save_draft"}, tool_payload={ "draft_limit_reached": True, "message": "你当前已保存 3 个草稿，请先完成已保存的草稿，才能再次新建草稿。", "status": "blocked", }, ) ) assert ( response.answer == "你当前已保存 3 个草稿，请先完成已保存的草稿，才能再次新建草稿。" ) def test_user_agent_returns_submitted_draft_payload_for_review_next_step() -> None: session_factory = build_session_factory() with session_factory() as db: context_json = { "review_action": "next_step", "draft_claim_id": "claim-1", "attachment_count": 1, } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我已核对右侧识别结果，请进入下一步。", user_id="pytest", context_json=context_json, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我已核对右侧识别结果，请进入下一步。", ontology=ontology, context_json=context_json, tool_payload={ "claim_id": "claim-1", "claim_no": "BX202605200001", "status": "submitted", "approval_stage": "直属领导审批", }, ) ) assert response.draft_payload is not None assert response.draft_payload.status == "submitted" assert response.draft_payload.confirmation_required is False assert "当前节点为 直属领导审批" in response.answer def test_user_agent_document_service_normalizes_ocr_fields_and_scene() -> None: document_service = UserAgentDocumentService() fields = document_service.extract_document_fields( { "filename": "北京南站火车票.png", "document_type": "train_ticket", "scene_code": "travel", "summary": "电子发票 2026-03-04 广州南至北京南 二等座 票价 ￥560.00 中国铁路", "text": "电子发票 2026-03-04 广州南至北京南 二等座 票价 ￥560.00 中国铁路", "document_fields": [ {"key": "amount", "label": "票价", "value": "￥560.00"}, {"key": "date", "label": "业务发生时间", "value": "2026-03-04"}, {"key": "merchant_name", "label": "商户", "value": "中国铁路"}, ], } ) classified = document_service.classify_document( {"filename": "客户餐饮发票.jpg", "summary": "餐饮发票 客户招待 金额 320 元"}, expense_type_code="entertainment", has_customer=True, ) assert fields["金额"] == "560.00元" assert fields["列车出发时间"] == "2026-03-04" assert "商户/酒店" not in fields assert document_service.extract_amount_text_from_value("滴滴出行 支付金额 1 元，实付 13.4 元，订单号 12345678") == "13.40元" assert classified["document_type"] == "meal_receipt" assert classified["expense_type"] == "entertainment" assert document_service.infer_expense_type_from_documents( [{"filename": "客户餐饮发票.jpg", "summary": "餐饮发票 客户招待 金额 320 元"}], expense_type_code="entertainment", has_customer=True, ) == "业务招待费" def test_user_agent_builds_review_payload_for_multi_document_expense_flow() -> None: session_factory = build_session_factory() with session_factory() as db: yesterday = (datetime.now(UTC).date() - timedelta(days=1)).isoformat() ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我昨天去上海出差，还请客户A吃饭，帮我生成报销草稿", user_id="pytest", context_json={ "attachment_names": ["机票行程单.png", "餐饮发票.jpg"], "attachment_count": 2, "ocr_documents": [ { "filename": "机票行程单.png", "summary": "机票行程单 上海-北京 金额 680 元", "text": "机票行程单 上海-北京 金额 680 元", "avg_score": 0.93, "warnings": [], }, { "filename": "餐饮发票.jpg", "summary": "餐饮发票 客户招待 金额 320 元", "text": "餐饮发票 客户招待 金额 320 元", "avg_score": 0.91, "warnings": [], }, ], }, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我昨天去上海出差，还请客户A吃饭，帮我生成报销草稿", ontology=ontology, context_json={ "name": "张三", "attachment_names": ["机票行程单.png", "餐饮发票.jpg"], "attachment_count": 2, "ocr_documents": [ { "filename": "机票行程单.png", "summary": "机票行程单 上海-北京 金额 680 元", "text": "机票行程单 上海-北京 金额 680 元", "avg_score": 0.93, "warnings": [], }, { "filename": "餐饮发票.jpg", "summary": "餐饮发票 客户招待 金额 320 元", "text": "餐饮发票 客户招待 金额 320 元", "avg_score": 0.91, "warnings": [], }, ], }, tool_payload={"draft_only": True, "claim_no": "EXP-202605-009", "status": "draft"}, ) ) assert response.review_payload is not None assert len(response.review_payload.document_cards) == 2 assert len(response.review_payload.claim_groups) == 2 assert response.review_payload.missing_slots == ["参与人员"] assert [item.action_type for item in response.review_payload.confirmation_actions] == [ "save_draft", ] assert any(item.scene_label == "业务招待费" for item in response.review_payload.document_cards) assert f"时间：{yesterday}" in response.review_payload.intent_summary slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["time_range"].value == yesterday assert slot_map["time_range"].raw_value == "昨天" def test_user_agent_sums_multi_document_amounts_from_synonym_fields() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我上传了两张交通票据，帮我生成报销草稿", user_id="pytest", context_json={ "attachment_names": ["滴滴行程单.png", "停车票.jpg"], "attachment_count": 2, "ocr_documents": [ { "filename": "滴滴行程单.png", "summary": "滴滴出行电子行程单", "text": "滴滴出行 订单金额 ￥32.50", "avg_score": 0.94, "document_fields": [ {"key": "amount", "label": "支付金额", "value": "32.50"}, ], "warnings": [], }, { "filename": "停车票.jpg", "summary": "停车票", "text": "停车费 合计 18 元", "avg_score": 0.92, "document_fields": [ {"key": "total_amount", "label": "合计金额", "value": "18"}, ], "warnings": [], }, ], }, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我上传了两张交通票据，帮我生成报销草稿", ontology=ontology, context_json={ "attachment_names": ["滴滴行程单.png", "停车票.jpg"], "attachment_count": 2, "ocr_documents": [ { "filename": "滴滴行程单.png", "summary": "滴滴出行电子行程单", "text": "滴滴出行 订单金额 ￥32.50", "avg_score": 0.94, "document_fields": [ {"key": "amount", "label": "支付金额", "value": "32.50"}, ], "warnings": [], }, { "filename": "停车票.jpg", "summary": "停车票", "text": "停车费 合计 18 元", "avg_score": 0.92, "document_fields": [ {"key": "total_amount", "label": "合计金额", "value": "18"}, ], "warnings": [], }, ], }, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["amount"].value == "50.50元" document_field_labels = [ field.label for card in response.review_payload.document_cards for field in card.fields ] assert "金额" in document_field_labels def test_user_agent_prefers_larger_decimal_amount_from_ocr_text_candidates() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我上传了打车票据，帮我生成报销草稿", user_id="pytest", context_json={ "attachment_names": ["滴滴行程单.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "滴滴行程单.png", "summary": "滴滴出行电子行程单", "text": "滴滴出行 支付金额 1 元，实付 13.4 元，订单号 12345678", "avg_score": 0.94, "warnings": [], }, ], }, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我上传了打车票据，帮我生成报销草稿", ontology=ontology, context_json={ "attachment_names": ["滴滴行程单.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "滴滴行程单.png", "summary": "滴滴出行电子行程单", "text": "滴滴出行 支付金额 1 元，实付 13.4 元，订单号 12345678", "avg_score": 0.94, "warnings": [], }, ], }, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["amount"].value == "13.40元" def test_user_agent_review_payload_keeps_document_preview_data() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我上传了打车票据，帮我生成报销草稿", user_id="pytest", context_json={ "attachment_names": ["滴滴行程单.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "滴滴行程单.png", "summary": "滴滴出行电子行程单", "text": "滴滴出行 实付 13.4 元", "avg_score": 0.94, "preview_kind": "image", "preview_data_url": "data:image/png;base64,ZmFrZQ==", "warnings": [], }, ], }, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我上传了打车票据，帮我生成报销草稿", ontology=ontology, context_json={ "attachment_names": ["滴滴行程单.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "滴滴行程单.png", "summary": "滴滴出行电子行程单", "text": "滴滴出行 实付 13.4 元", "avg_score": 0.94, "preview_kind": "image", "preview_data_url": "data:image/png;base64,ZmFrZQ==", "warnings": [], }, ], }, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None assert response.review_payload.document_cards[0].preview_kind == "image" assert response.review_payload.document_cards[0].preview_data_url.startswith("data:image/png;base64,") def test_user_agent_review_payload_prechecks_travel_receipts_against_policy_and_hides_old_briefs( monkeypatch, ) -> None: session_factory = build_session_factory() with session_factory() as db: employee = Employee( employee_no="E-TRAVEL-001", name="张三", email="pytest-travel@example.com", position="实施顾问", grade="P4", ) db.add(employee) db.flush() db.add( ExpenseClaim( claim_no="EXP-HISTORY-001", employee_id=employee.id, employee_name=employee.name, department_name="交付部", expense_type="travel", reason="历史差旅记录", location="北京", amount=Decimal("680.00"), invoice_count=1, occurred_at=datetime.now(UTC) - timedelta(days=7), status="draft", risk_flags_json=[{"label": "历史风险"}], ) ) db.commit() query = "我去北京出差住酒店，上传了北京酒店发票，帮我生成差旅费报销草稿" context = { "name": "张三", "attachment_names": ["北京酒店发票.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "北京酒店发票.png", "document_type": "hotel_invoice", "summary": "北京中心酒店 住宿 1 晚 金额 680 元", "text": "北京中心酒店 住宿 1 晚 金额 680 元", "avg_score": 0.96, "document_fields": [ {"key": "amount", "label": "金额", "value": "680"}, {"key": "merchant", "label": "酒店", "value": "北京中心酒店"}, ], "warnings": [], } ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest-travel@example.com", context_json=context, ) ) service = UserAgentService(db) monkeypatch.setattr( service, "_build_citations", lambda payload: [ UserAgentCitation( source_type="rule", code="rule.expense.travel_risk_control_standard", title="差旅报销风险管控制度", version="v1.1.0", excerpt="住宿费按职级和城市分级限额执行。", ) ], ) response = service.respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-travel@example.com", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None titles = [item.title for item in response.review_payload.risk_briefs] assert "历史报销画像" not in titles assert "制度注意事项" not in titles hotel_brief = next(item for item in response.review_payload.risk_briefs if "住宿超标" in item.title) combined = f"{hotel_brief.title}\n{hotel_brief.content}\n{hotel_brief.detail}\n{hotel_brief.suggestion}" assert "北京酒店发票.png" in combined assert "P4-P5" in combined assert "680.00" in combined assert "450.00" in combined assert "公司差旅费报销规则" in combined assert "补充超标说明" in combined slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["merchant_name"].value == "北京中心酒店" def test_user_agent_review_payload_prefers_hotel_invoice_for_hotel_name() -> None: session_factory = build_session_factory() with session_factory() as db: query = "我去北京出差，上传了火车票和酒店发票，帮我生成差旅费报销草稿" context = { "name": "张三", "attachment_names": ["北京南站火车票.png", "北京中心酒店发票.png"], "attachment_count": 2, "ocr_documents": [ { "filename": "北京南站火车票.png", "document_type": "train_ticket", "summary": "广州南至北京南 高铁二等座 金额 560 元", "text": "广州南至北京南 高铁二等座 金额 560 元", "avg_score": 0.95, "document_fields": [ {"key": "amount", "label": "金额", "value": "560"}, ], "warnings": [], }, { "filename": "北京中心酒店发票.png", "document_type": "hotel_invoice", "summary": "北京中心酒店 住宿 1 晚 金额 450 元", "text": "北京中心酒店 住宿 1 晚 金额 450 元", "avg_score": 0.96, "document_fields": [ {"key": "amount", "label": "金额", "value": "450"}, {"key": "merchant", "label": "酒店名称", "value": "北京中心酒店"}, ], "warnings": [], }, ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest-travel-hotel-name@example.com", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-travel-hotel-name@example.com", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["merchant_name"].value == "北京中心酒店" def test_user_agent_review_payload_does_not_fill_hotel_name_from_train_ticket() -> None: session_factory = build_session_factory() with session_factory() as db: query = "我去北京出差，先上传一张火车票，酒店发票还没上传，帮我生成差旅费报销草稿" context = { "name": "张三", "grade": "P4", "attachment_names": ["北京南站火车票.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "北京南站火车票.png", "document_type": "train_ticket", "scene_code": "travel", "scene_label": "差旅票据", "summary": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 金额 560 元 中国铁路", "text": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 票价 ￥560.00 中国铁路祝您旅途愉快", "avg_score": 0.95, "document_fields": [ {"key": "amount", "label": "金额", "value": "560"}, {"key": "route", "label": "行程", "value": "广州南-北京南"}, {"key": "date", "label": "业务发生时间", "value": "2026-03-04"}, {"key": "merchant_name", "label": "商户", "value": "中国铁路"}, ], "warnings": [], }, ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest-train-only-hotel-name@example.com", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-train-only-hotel-name@example.com", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None slot_map = {item.key: item for item in response.review_payload.slot_cards} assert slot_map["merchant_name"].value == "" assert "酒店/商户" not in response.review_payload.missing_slots assert "酒店的报销票据待上传（必须）" in response.review_payload.missing_slots assert response.review_payload.can_proceed is False assert [item.action_type for item in response.review_payload.confirmation_actions if item.emphasis == "primary"] == [ "save_draft" ] assert "继续下一步" not in [item.label for item in response.review_payload.confirmation_actions] assert "酒店住宿发票/住宿清单（必须，当前待上传）" in response.answer assert "市内交通/乘车票据（非必须" in response.answer assert "只能保存为草稿" in response.answer or "保存为草稿" in response.answer assert "已识别信息：" in response.answer assert "酒店住宿发票/住宿清单" in response.answer assert "职级：P4" in response.answer assert "目的地：北京" in response.answer assert "已提交火车：560.00 元" in response.answer field_labels = [ field.label for card in response.review_payload.document_cards for field in card.fields ] assert "商户/酒店" not in field_labels assert "列车出发时间" in field_labels def test_user_agent_review_payload_allows_next_step_when_only_optional_ride_receipt_is_missing() -> None: session_factory = build_session_factory() with session_factory() as db: query = "我去北京出差，上传了火车票和酒店票，帮我生成差旅费报销草稿" context = { "name": "张三", "grade": "P4", "review_form_values": {"occurred_date": "2026-03-04"}, "attachment_names": ["北京南站火车票.png", "北京酒店发票.png"], "attachment_count": 2, "ocr_documents": [ { "filename": "北京南站火车票.png", "document_type": "train_ticket", "scene_code": "travel", "scene_label": "差旅票据", "summary": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 金额 560 元", "text": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 票价 ￥560.00", "avg_score": 0.95, "document_fields": [ {"key": "amount", "label": "金额", "value": "560"}, {"key": "route", "label": "行程", "value": "广州南-北京南"}, ], "warnings": [], }, { "filename": "北京酒店发票.png", "document_type": "hotel_invoice", "summary": "北京中心酒店 住宿 1 晚 金额 450 元", "text": "北京中心酒店 住宿 1 晚 金额 450 元", "avg_score": 0.96, "document_fields": [ {"key": "amount", "label": "金额", "value": "450"}, {"key": "merchant", "label": "酒店名称", "value": "北京中心酒店"}, ], "warnings": [], }, ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest-travel-optional-ride@example.com", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-travel-optional-ride@example.com", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None assert response.review_payload.can_proceed is True assert response.review_payload.missing_slots == [] receipt_brief = next(item for item in response.review_payload.risk_briefs if item.title == "差旅票据待补充") assert receipt_brief.level == "info" assert "市内交通/乘车票据可继续上传（非必须）" in receipt_brief.content assert "酒店的报销票据待上传（必须）" not in receipt_brief.content action_types = [item.action_type for item in response.review_payload.confirmation_actions] assert "save_draft" in action_types assert "next_step" in action_types assert "市内交通/乘车票据（非必须" in response.answer assert "继续下一步" in response.answer def test_user_agent_review_payload_allows_next_step_after_required_travel_receipts_are_complete() -> None: session_factory = build_session_factory() with session_factory() as db: query = "我去北京出差，上传了火车票、酒店票和打车票，帮我生成差旅费报销草稿" context = { "name": "张三", "grade": "P4", "review_form_values": {"occurred_date": "2026-03-04"}, "attachment_names": ["北京南站火车票.png", "北京酒店发票.png", "北京打车票.png"], "attachment_count": 3, "ocr_documents": [ { "filename": "北京南站火车票.png", "document_type": "train_ticket", "scene_code": "travel", "scene_label": "差旅票据", "summary": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 金额 560 元", "text": "电子发票（铁路电子客票） 2026-03-04 广州南至北京南 G123 二等座 票价 ￥560.00", "avg_score": 0.95, "document_fields": [ {"key": "amount", "label": "金额", "value": "560"}, {"key": "route", "label": "行程", "value": "广州南-北京南"}, {"key": "date", "label": "日期", "value": "2026-03-04"}, ], "warnings": [], }, { "filename": "北京酒店发票.png", "document_type": "hotel_invoice", "summary": "北京中心酒店 住宿 1 晚 金额 450 元", "text": "北京中心酒店 住宿 1 晚 金额 450 元", "avg_score": 0.96, "document_fields": [ {"key": "amount", "label": "金额", "value": "450"}, {"key": "merchant", "label": "酒店名称", "value": "北京中心酒店"}, ], "warnings": [], }, { "filename": "北京打车票.png", "document_type": "taxi_receipt", "summary": "北京网约车 打车票 支付金额 32 元", "text": "北京网约车 打车票 支付金额 32 元", "avg_score": 0.94, "document_fields": [ {"key": "amount", "label": "支付金额", "value": "32"}, ], "warnings": [], }, ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest-travel-complete@example.com", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-travel-complete@example.com", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None assert response.review_payload.can_proceed is True assert response.review_payload.missing_slots == [] action_types = [item.action_type for item in response.review_payload.confirmation_actions] assert "save_draft" in action_types assert "next_step" in action_types assert not any(item.title == "差旅票据待补充" for item in response.review_payload.risk_briefs) assert "无需继续上传票据" in response.answer assert "当前信息已较完整" in response.answer def test_user_agent_review_payload_prechecks_taxi_amount_against_rule_standard() -> None: session_factory = build_session_factory() with session_factory() as db: query = "我去北京出差，上传了一张打车票，帮我生成差旅费报销草稿" context = { "name": "张三", "grade": "P4", "attachment_names": ["北京打车票.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "北京打车票.png", "document_type": "taxi_receipt", "summary": "北京网约车 打车票 支付金额 360 元", "text": "北京网约车 打车票 支付金额 360 元", "avg_score": 0.95, "document_fields": [ {"key": "amount", "label": "支付金额", "value": "360"}, ], "warnings": [], } ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None amount_brief = next(item for item in response.review_payload.risk_briefs if "交通费金额超标" in item.title) combined = f"{amount_brief.title}\n{amount_brief.content}\n{amount_brief.detail}\n{amount_brief.suggestion}" assert "北京打车票.png" in combined assert "360.00" in combined assert "300.00" in combined assert "单笔交通金额" in combined assert "报销场景提交与附件标准" in combined assert amount_brief.level == "high" assert any(item.title == "附件金额测算结果" for item in response.review_payload.risk_briefs) def test_user_agent_review_payload_uses_finance_spreadsheet_hotel_amount_standard() -> None: session_factory = build_session_factory() with session_factory() as db: AgentAssetService(db).list_assets(asset_type=AgentAssetType.RULE.value) employee = Employee( employee_no="E-TRAVEL-XLSX-001", name="测算员工", email="pytest-travel-xlsx@example.com", position="基层经理", grade="P4", ) db.add(employee) db.commit() query = "测算员工去北京出差住宿，上传了北京酒店发票，帮我生成差旅费报销草稿" context = { "name": "测算员工", "attachment_names": ["北京酒店发票.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "北京酒店发票.png", "document_type": "hotel_invoice", "summary": "北京酒店 住宿 1 晚 金额 480 元", "text": "北京酒店 住宿 1 晚 金额 480 元", "avg_score": 0.96, "document_fields": [ {"key": "amount", "label": "金额", "value": "480"}, ], "warnings": [], } ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest-travel-xlsx@example.com", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-travel-xlsx@example.com", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None hotel_brief = next(item for item in response.review_payload.risk_briefs if "住宿超标" in item.title) combined = f"{hotel_brief.content}\n{hotel_brief.detail}" assert "480.00" in combined assert "450.00" in combined assert "公司差旅费报销规则" in combined def test_user_agent_review_payload_uses_spreadsheet_city_hotel_standard_not_default_tier() -> None: session_factory = build_session_factory() with session_factory() as db: AgentAssetService(db).list_assets(asset_type=AgentAssetType.RULE.value) query = "我去张家口出差住宿，上传了张家口酒店发票，帮我生成差旅费报销草稿" context = { "name": "张三", "grade": "P4", "attachment_names": ["张家口酒店发票.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "张家口酒店发票.png", "document_type": "hotel_invoice", "summary": "张家口酒店 住宿 1 晚 金额 320 元", "text": "张家口酒店 住宿 1 晚 金额 320 元", "avg_score": 0.96, "document_fields": [ {"key": "amount", "label": "金额", "value": "320"}, ], "warnings": [], } ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest-travel-city@example.com", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-travel-city@example.com", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None hotel_brief = next(item for item in response.review_payload.risk_briefs if "住宿超标" in item.title) combined = f"{hotel_brief.content}\n{hotel_brief.detail}" assert "320.00" in combined assert "300.00" in combined assert "公司差旅费报销规则" in combined def test_user_agent_review_payload_uses_finance_spreadsheet_meal_allowance_standard() -> None: session_factory = build_session_factory() with session_factory() as db: AgentAssetService(db).list_assets(asset_type=AgentAssetType.RULE.value) query = "我去北京出差，上传了一张餐饮发票，帮我生成差旅费报销草稿" context = { "name": "张三", "grade": "P4", "attachment_names": ["北京餐饮发票.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "北京餐饮发票.png", "document_type": "meal_receipt", "summary": "北京餐饮发票 金额 90 元", "text": "北京餐饮发票 金额 90 元", "avg_score": 0.96, "document_fields": [ {"key": "amount", "label": "金额", "value": "90"}, ], "warnings": [], } ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest-travel-meal@example.com", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-travel-meal@example.com", message=query, ontology=ontology, context_json=context, tool_payload={"draft_only": True}, ) ) assert response.review_payload is not None meal_brief = next(item for item in response.review_payload.risk_briefs if "伙食补助标准" in item.title) combined = f"{meal_brief.title}\n{meal_brief.content}\n{meal_brief.detail}\n{meal_brief.suggestion}" assert "北京餐饮发票.png" in combined assert "90.00" in combined assert "65.00" in combined assert "直辖市/特区" in combined assert "公司差旅费报销规则" in combined assert meal_brief.level == "high" measurement = next(item for item in response.review_payload.risk_briefs if item.title == "附件金额测算结果") assert "伙食补助标准 65.00" in measurement.detail def test_user_agent_filters_deprecated_review_risk_briefs() -> None: filtered = UserAgentService._filter_deprecated_review_risk_briefs( [ UserAgentReviewRiskBrief(title="历史报销画像", level="info", content="旧画像"), UserAgentReviewRiskBrief(title="用户画像", level="info", content="旧画像"), UserAgentReviewRiskBrief(title="制度注意事项", level="info", content="旧制度提示"), UserAgentReviewRiskBrief(title="住宿超标待说明", level="high", content="保留"), ] ) assert [item.title for item in filtered] == ["住宿超标待说明"] def test_user_agent_submission_blocked_risk_level_only_marks_amount_reasons_high() -> None: assert UserAgentService._resolve_submission_blocked_risk_level("住宿金额超出当前职级差标") == "high" assert UserAgentService._resolve_submission_blocked_risk_level("缺少直属领导或参与人员信息") == "warning" def test_user_agent_review_payload_shows_ai_precheck_failure_in_main_message() -> None: session_factory = build_session_factory() with session_factory() as db: query = "我去北京出差住酒店，帮我生成差旅费报销草稿并进入下一步提交" context = { "name": "张三", "attachment_names": ["北京酒店发票.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "北京酒店发票.png", "document_type": "hotel_invoice", "summary": "北京酒店 住宿 1 晚 金额 680 元", "text": "北京酒店 住宿 1 晚 金额 680 元", "avg_score": 0.94, } ], } ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query=query, user_id="pytest", context_json=context, ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message=query, ontology=ontology, context_json=context, tool_payload={ "submission_blocked": True, "submission_blocked_reasons": ["住宿金额超出当前职级差标，且未补充超标说明。"], }, ) ) assert response.review_payload is not None assert response.answer == response.review_payload.body_message assert response.answer.startswith("AI预审未通过：住宿金额超出当前职级差标") assert "整改后再继续提交" in response.answer assert response.review_payload.can_proceed is False blocked_brief = next(item for item in response.review_payload.risk_briefs if item.title == "提交风险提示") assert blocked_brief.level == "high" assert not any(item.title == "AI预审未通过" for item in response.review_payload.risk_briefs) def test_user_agent_prompts_existing_draft_association_choice_for_multi_documents() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="我上传了两张票据，帮我生成报销草稿", user_id="pytest", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest", message="我上传了两张票据，帮我生成报销草稿", ontology=ontology, context_json={ "attachment_names": ["滴滴行程单.png", "餐饮发票.jpg"], "attachment_count": 2, "ocr_documents": [ {"filename": "滴滴行程单.png", "summary": "滴滴出行 金额 32 元", "text": "滴滴出行 金额 32 元"}, {"filename": "餐饮发票.jpg", "summary": "餐饮发票 金额 68 元", "text": "餐饮发票 金额 68 元"}, ], }, tool_payload={ "pending_association_decision": True, "association_candidate_claim_no": "EXP-202605-008", }, ) ) assert response.review_payload is not None assert response.review_payload.can_proceed is False assert [item.action_type for item in response.review_payload.confirmation_actions] == [ "link_to_existing_draft", "create_new_claim_from_documents", ] assert "EXP-202605-008" in response.answer def test_user_agent_reports_duplicate_invoice_block_when_linking_draft() -> None: session_factory = build_session_factory() with session_factory() as db: ontology = SemanticOntologyService(db).parse( OntologyParseRequest( query="把这张票据关联到已有草稿", user_id="pytest-duplicate", ) ) response = UserAgentService(db).respond( UserAgentRequest( run_id=ontology.run_id, user_id="pytest-duplicate", message="把这张票据关联到已有草稿", ontology=ontology, context_json={ "review_action": "link_to_existing_draft", "attachment_names": ["didi-trip.png"], "attachment_count": 1, "ocr_documents": [ { "filename": "didi-trip.png", "summary": "滴滴出行 支付金额 32.50 元", "text": "滴滴出行 支付金额 32.50 元", } ], }, tool_payload={ "review_action": "link_to_existing_draft", "duplicate_attachment_blocked": True, "duplicate_invoice_blocked": True, "submission_blocked": True, "submission_blocked_reasons": [ "检测到本次上传的票据与草稿 EXP-202605-021 中已有票据重复：didi-trip.png。请重新上传不同的票据后再归集。" ], "message": "检测到本次上传的票据与草稿 EXP-202605-021 中已有票据重复：didi-trip.png。请重新上传不同的票据后再归集。", "claim_id": "claim-duplicate", "claim_no": "EXP-202605-021", "status": "blocked", }, ) ) assert "重复" in response.answer assert "重新上传不同的票据" in response.answer assert "已将本次上传" not in response.answer assert response.review_payload is not None assert response.review_payload.can_proceed is False