from __future__ import annotations from datetime import UTC, datetime, timedelta from sqlalchemy import create_engine from sqlalchemy.orm import Session, sessionmaker from sqlalchemy.pool import StaticPool from app.db.base import Base from app.schemas.ontology import OntologyParseRequest from app.schemas.user_agent import UserAgentRequest from app.services.ontology import SemanticOntologyService from app.services.user_agent import UserAgentService 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_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 not None assert response.answer == response.review_payload.body_message assert response.review_payload.can_proceed is False assert response.review_payload.missing_slots == [ "报销类型", "发生时间", "金额", "事由说明", "票据附件", ] assert [item.action_type for item in response.review_payload.confirmation_actions] == [ "cancel_review", "edit_review", "save_draft", ] 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 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] == [ "cancel_review", "edit_review", "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 "时间为 2026-05-11" in response.review_payload.intent_summary 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] == [ "cancel_review", "edit_review", "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_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] == [ "cancel_review", "edit_review", "save_draft", ] assert any(item.scene_label == "业务招待费" for item in response.review_payload.document_cards) assert f"时间为 {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_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] == [ "cancel_review", "edit_review", "link_to_existing_draft", "create_new_claim_from_documents", ] assert "EXP-202605-008" in response.answer