5311c99d69
- 新增 StewardGraphPlannerService，用 LangGraph 状态图编排意图识别→流程判断→模型/规则分支→兜底，替代原 planner 内线性调用 - 新增 StewardGraphRuntimeService 编排运行时决策与槽位决策；StewardActionContracts/Executor 统一动作合约与执行 - steward_intent_agent/application_fact_resolver/runtime_chat 适配图执行器，config 暴露图相关开关 - pyproject/uv.lock 新增 langgraph 依赖 - 新增 graph_planner/graph_runtime/action_executor 测试，更新 intent_agent/planner/fact_resolver/runtime_chat/reimbursement 测试
1011 lines
40 KiB
Python
1011 lines
40 KiB
Python
from __future__ import annotations
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import json
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from datetime import UTC, datetime
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from decimal import Decimal
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from fastapi.testclient import TestClient
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from sqlalchemy import create_engine
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from sqlalchemy.orm import sessionmaker
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from sqlalchemy.pool import StaticPool
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from app.api.deps import get_db
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from app.db.base import Base
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from app.main import create_app
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from app.models.financial_record import ExpenseClaim
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from app.schemas.steward import StewardAttachmentInput, StewardPlanRequest
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from app.services.steward_intent_agent import StewardIntentAgentResult
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from app.services.steward_planner import StewardPlannerService
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class FakeFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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assert "expense_type" in canonical_fields
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assert base_date.isoformat() == "2026-06-04"
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return StewardIntentAgentResult(
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payload={
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"thinking_events": [
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{
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"stage": "task_split",
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"title": "识别复合报销意图",
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"content": "模型工具调用识别出 1 个报销任务，并关联本次上传的交通附件。",
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}
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],
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"tasks": [
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{
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"task_type": "reimbursement",
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"title": "费用报销 2026-06-03 交通",
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"summary": "报销昨天客户现场沟通产生的交通费。",
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"confidence": 0.91,
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"ontology_fields": {
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"occurred_date": "昨天",
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"transport_type": "出租车",
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"reason_value": "客户现场沟通",
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"expense_type": "交通费",
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"unregistered_field": "不能进入业务字段",
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},
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"missing_fields": ["amount", "transport_type"],
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}
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],
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"attachment_groups": [
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{
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"target_task_index": 1,
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"scene": "transport",
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"scene_label": "交通费用",
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"attachment_names": ["出租车票.png"],
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"excluded_attachment_names": ["客户招待发票.jpg"],
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"confidence": 0.86,
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"rationale": "出租车票与交通报销任务匹配，招待发票不归入该任务。",
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}
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],
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},
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model_call_traces=[
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{
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"slot": "main",
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"provider": "OpenAI Compatible",
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"model": "gpt-test",
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"attempt": 1,
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"status": "succeeded",
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}
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],
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)
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class CountingFunctionCallingIntentAgent(FakeFunctionCallingIntentAgent):
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def __init__(self) -> None:
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self.calls = 0
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def detect(self, request, *, base_date, canonical_fields):
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self.calls += 1
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return super().detect(request, base_date=base_date, canonical_fields=canonical_fields)
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class CountingNoResultIntentAgent:
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def __init__(self) -> None:
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self.calls = 0
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def detect(self, request, *, base_date, canonical_fields):
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self.calls += 1
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return None
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class EmptyFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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return None
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class EntertainmentFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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return StewardIntentAgentResult(
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payload={
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"thinking_events": [],
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"tasks": [
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{
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"task_type": "reimbursement",
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"title": "业务招待费报销",
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"summary": "报销昨天业务招待费。",
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"confidence": 0.9,
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"ontology_fields": {
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"time_range": "昨天",
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"expense_type": "业务招待费",
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"reason": "业务招待",
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},
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"missing_fields": [],
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}
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],
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"attachment_groups": [],
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},
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model_call_traces=[],
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)
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class ApplicationFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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return StewardIntentAgentResult(
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payload={
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"thinking_events": [
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{
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"stage": "task_split",
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"title": "识别出差申请",
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"content": "模型识别到用户要发起北京出差申请，并且后续还有报销事项。",
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}
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],
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"tasks": [
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{
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"task_type": "expense_application",
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"title": "北京出差申请",
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"summary": "明天前往北京出差3天，支撑国网仿生产部署。",
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"requested_action": "save_draft",
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"confidence": 0.94,
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"ontology_fields": {
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"time_range": "明天",
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"location": "北京",
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"expense_type": "差旅",
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"reason": "支撑国网仿生产部署",
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},
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"missing_fields": [],
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}
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],
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"attachment_groups": [],
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},
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model_call_traces=[],
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)
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class SingleTravelApplicationFunctionCallingIntentAgent:
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def __init__(self) -> None:
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self.calls = 0
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def detect(self, request, *, base_date, canonical_fields):
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self.calls += 1
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return StewardIntentAgentResult(
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payload={
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"thinking_events": [
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{
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"stage": "task_split",
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"title": "识别出差申请草稿",
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"content": "模型识别到用户要创建上海出差申请，并保存草稿。",
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}
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],
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"tasks": [
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{
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"task_type": "expense_application",
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"title": "上海出差申请",
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"summary": "2026-02-20 至 2026-02-23 前往上海，国网仿生产服务器部署，火车出行。",
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"requested_action": "save_draft",
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"confidence": 0.95,
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"ontology_fields": {
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"time_range": "2026-02-20 至 2026-02-23",
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"location": "上海",
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"expense_type": "差旅",
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"reason": "国网仿生产服务器部署",
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"transport_mode": "火车",
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},
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"missing_fields": [],
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}
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],
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"attachment_groups": [],
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},
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model_call_traces=[
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{
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"slot": "main",
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"provider": "OpenAI Compatible",
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"model": "gpt-test",
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"attempt": 1,
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"status": "succeeded",
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}
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],
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)
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class PendingFlowFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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return StewardIntentAgentResult(
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payload={
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"thinking_events": [
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{
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"stage": "flow_confirmation",
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"title": "识别到出差事项但动作不明确",
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"content": "用户提供了时间、地点和事由，但没有明确要补办申请还是发起报销。",
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}
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],
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"pending_flow_confirmation": {
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"status": "pending",
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"source_message": request.message,
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"reason": "缺少申请或报销动作词，需要用户确认流程方向。",
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"candidate_flows": [
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{
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"flow_id": "travel_application",
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"label": "补办出差申请",
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"confidence": 0.52,
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"reason": "这句话可以理解为补办出差申请。",
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"ontology_fields": {
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"time_range": "2月20日",
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"location": "上海",
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"expense_type": "差旅",
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"reason": "辅助国网仿生产环境部署",
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},
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"missing_fields": ["transport_mode"],
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},
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{
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"flow_id": "travel_reimbursement",
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"label": "发起费用报销",
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"confidence": 0.48,
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"reason": "这句话也可能是在为已发生出差发起报销。",
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"ontology_fields": {
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"time_range": "2月20日",
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"location": "上海",
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"expense_type": "差旅",
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"reason": "辅助国网仿生产环境部署",
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},
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"missing_fields": [],
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},
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],
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},
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"tasks": [],
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"attachment_groups": [],
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},
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model_call_traces=[],
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)
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class AmbiguousApplicationFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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return StewardIntentAgentResult(
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payload={
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"thinking_events": [
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{
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"stage": "task_split",
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"title": "模型直接判定为申请",
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"content": "模型误把无动作词的历史出差描述直接判定为申请。",
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}
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],
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"tasks": [
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{
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"task_type": "expense_application",
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"title": "上海出差申请",
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"summary": "2月20-23日去上海出差辅助国网仿生产环境部署。",
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"confidence": 0.9,
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"ontology_fields": {
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"time_range": "2月20日",
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"location": "上海",
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"expense_type": "差旅",
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"reason": "辅助国网仿生产环境部署",
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},
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"missing_fields": ["transport_mode"],
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}
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],
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"attachment_groups": [],
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},
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model_call_traces=[{"status": "succeeded"}],
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)
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def _create_steward_test_client_with_db():
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engine = create_engine(
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"sqlite+pysqlite:///:memory:",
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connect_args={"check_same_thread": False},
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poolclass=StaticPool,
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)
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Base.metadata.create_all(bind=engine)
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TestingSessionLocal = sessionmaker(bind=engine, autoflush=False, autocommit=False)
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app = create_app()
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def override_db():
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db = TestingSessionLocal()
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try:
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yield db
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finally:
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db.close()
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app.dependency_overrides[get_db] = override_db
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return TestClient(app), TestingSessionLocal, app
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def _build_fast_rule_fallback_steward_planner(_db):
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return StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent())
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def _patch_steward_endpoint_planner(monkeypatch) -> None:
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monkeypatch.setattr(
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"app.api.v1.endpoints.steward._build_steward_planner",
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_build_fast_rule_fallback_steward_planner,
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)
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def _build_endpoint_application_claim(
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*,
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claim_no: str = "AP-202602-001",
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employee_name: str = "张小青",
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status: str = "approved",
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) -> ExpenseClaim:
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return ExpenseClaim(
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id=claim_no.lower().replace("-", "_"),
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claim_no=claim_no,
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employee_name=employee_name,
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department_name="产品交付部",
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expense_type="travel_application",
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reason="辅助国网仿生产服务器部署",
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location="上海",
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amount=Decimal("1800.00"),
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currency="CNY",
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invoice_count=0,
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occurred_at=datetime(2026, 2, 20, tzinfo=UTC),
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submitted_at=datetime(2026, 2, 19, tzinfo=UTC),
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status=status,
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approval_stage="关联单据状态",
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risk_flags_json=[
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{
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"source": "application_detail",
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"application_detail": {
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"application_business_time": "2026-02-20 至 2026-02-23",
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"location": "上海",
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"reason": "辅助国网仿生产服务器部署",
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},
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}
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],
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)
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def test_steward_planner_uses_llm_function_calling_plan_when_available() -> None:
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payload = StewardPlanRequest(
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message="\u6211\u60f3\u7533\u8bf7\u0037\u6708\u0032\u65e5\u53bb\u5317\u4eac\u51fa\u5dee\uff0c\u5e76\u4e14\u6211\u8981\u62a5\u9500\u6628\u5929\u5ba2\u6237\u73b0\u573a\u6c9f\u901a\u7684\u4ea4\u901a\u8d39",
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client_now_iso="2026-06-04T09:30:00+08:00",
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attachments=[
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StewardAttachmentInput(name="出租车票.png"),
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StewardAttachmentInput(name="客户招待发票.jpg"),
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],
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)
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result = StewardPlannerService(intent_agent=FakeFunctionCallingIntentAgent()).build_plan(payload)
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assert result.planning_source == "llm_function_call"
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assert result.model_call_traces[0]["status"] == "succeeded"
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assert len(result.tasks) == 1
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fields = result.tasks[0].ontology_fields
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assert fields["time_range"] == "2026-06-03"
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assert fields["transport_mode"] == "taxi"
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assert fields["reason"] == "客户现场沟通"
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assert fields["expense_type"] == "transport"
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assert "occurred_date" not in fields
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assert "transport_type" not in fields
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assert "reason_value" not in fields
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assert "unregistered_field" not in fields
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assert result.tasks[0].missing_fields == ["amount"]
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assert result.attachment_groups[0].attachment_names == ["出租车票.png"]
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assert result.attachment_groups[0].excluded_attachment_names == ["客户招待发票.jpg"]
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assert result.thinking_events[0].stage == "llm_function_call"
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def test_steward_planner_normalizes_llm_business_entertainment_expense_type() -> None:
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payload = StewardPlanRequest(
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message="\u6211\u60f3\u7533\u8bf7\u0037\u6708\u0032\u65e5\u53bb\u5317\u4eac\u51fa\u5dee\uff0c\u5e76\u4e14\u62a5\u9500\u6628\u5929\u4e1a\u52a1\u62db\u5f85\u8d39",
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client_now_iso="2026-06-04T09:30:00+08:00",
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)
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result = StewardPlannerService(intent_agent=EntertainmentFunctionCallingIntentAgent()).build_plan(payload)
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assert result.planning_source == "llm_function_call"
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assert result.tasks[0].ontology_fields["expense_type"] == "entertainment"
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assert result.tasks[0].ontology_fields["time_range"] == "2026-06-03"
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def test_steward_planner_enforces_application_transport_gap_after_function_calling() -> None:
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payload = StewardPlanRequest(
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message="\u6211\u60f3\u7533\u8bf7\u660e\u5929\u51fa\u5dee\u5317\u4eac\u0033\u5929\uff0c\u652f\u6491\u56fd\u7f51\u4eff\u751f\u4ea7\u90e8\u7f72\uff0c\u5e76\u4e14\u6211\u8981\u62a5\u9500\u6628\u5929\u7684\u4ea4\u901a\u8d39",
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client_now_iso="2026-06-04T09:30:00+08:00",
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||
)
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||
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||
result = StewardPlannerService(intent_agent=ApplicationFunctionCallingIntentAgent()).build_plan(payload)
|
||
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||
assert result.planning_source == "llm_function_call"
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assert result.tasks[0].requested_action == "save_draft"
|
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assert result.tasks[0].missing_fields == ["transport_mode"]
|
||
gap_events = [event for event in result.thinking_events if event.stage == "business_gap_check"]
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||
assert gap_events
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||
assert "没有说明出行方式" in gap_events[0].content
|
||
assert "火车、飞机或轮船" in gap_events[0].content
|
||
|
||
|
||
def test_steward_planner_returns_pending_flow_confirmation_from_llm() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="2月20-23日去上海出差辅助国网仿生产环境部署",
|
||
client_now_iso="2026-06-15T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService(intent_agent=PendingFlowFunctionCallingIntentAgent()).build_plan(payload)
|
||
|
||
assert result.planning_source == "llm_function_call"
|
||
assert result.next_action == "confirm_flow"
|
||
assert result.plan_status == "needs_flow_confirmation"
|
||
assert result.pending_flow_confirmation.status == "pending"
|
||
assert [item.flow_id for item in result.candidate_flows] == [
|
||
"travel_application",
|
||
"travel_reimbursement",
|
||
]
|
||
assert result.candidate_flows[0].ontology_fields["time_range"] == "2026-02-20 至 2026-02-23"
|
||
assert result.candidate_flows[0].ontology_fields["location"] == "上海"
|
||
assert "申请" in result.summary and "报销" in result.summary
|
||
|
||
|
||
def test_steward_planner_tries_llm_before_rule_fallback_for_single_ambiguous_travel_flow() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="\u0032\u6708\u0032\u0030-\u0032\u0033\u65e5\u53bb\u4e0a\u6d77\u51fa\u5dee\u8f85\u52a9\u56fd\u7f51\u4eff\u751f\u4ea7\u73af\u5883\u90e8\u7f72",
|
||
client_now_iso="2026-06-15T09:30:00+08:00",
|
||
)
|
||
|
||
intent_agent = CountingNoResultIntentAgent()
|
||
|
||
result = StewardPlannerService(intent_agent=intent_agent).build_plan(payload)
|
||
|
||
assert intent_agent.calls == 1
|
||
assert result.planning_source == "rule_fallback"
|
||
assert result.next_action == "confirm_flow"
|
||
assert result.plan_status == "needs_flow_confirmation"
|
||
assert result.model_call_traces == []
|
||
assert [item.flow_id for item in result.candidate_flows] == [
|
||
"travel_application",
|
||
"travel_reimbursement",
|
||
]
|
||
|
||
|
||
def test_steward_planner_uses_llm_for_multi_financial_demands() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="\u6211\u60f3\u7533\u8bf7\u0037\u6708\u0032\u65e5\u53bb\u5317\u4eac\u51fa\u5dee\uff0c\u5e76\u4e14\u6211\u8981\u62a5\u9500\u6628\u5929\u7684\u4ea4\u901a\u8d39",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
intent_agent = CountingFunctionCallingIntentAgent()
|
||
|
||
result = StewardPlannerService(intent_agent=intent_agent).build_plan(payload)
|
||
|
||
assert intent_agent.calls == 1
|
||
assert result.planning_source == "llm_function_call"
|
||
assert result.model_call_traces[0]["status"] == "succeeded"
|
||
|
||
|
||
def test_steward_planner_uses_llm_for_single_explicit_travel_save_draft() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="2026-02-20 至 2026-02-23，上海出差，国网仿生产服务器部署，火车，保存草稿。",
|
||
client_now_iso="2026-06-24T14:20:00+08:00",
|
||
)
|
||
intent_agent = SingleTravelApplicationFunctionCallingIntentAgent()
|
||
|
||
result = StewardPlannerService(intent_agent=intent_agent).build_plan(payload)
|
||
|
||
assert intent_agent.calls == 1
|
||
assert result.planning_source == "llm_function_call"
|
||
assert result.tasks[0].requested_action == "save_draft"
|
||
assert result.tasks[0].ontology_fields["time_range"] == "2026-02-20 至 2026-02-23"
|
||
assert result.tasks[0].ontology_fields["reason"] == "国网仿生产服务器部署"
|
||
assert result.model_call_traces[0]["status"] == "succeeded"
|
||
|
||
|
||
def test_steward_planner_rule_fallback_keeps_save_draft_action_and_date_range() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="2026-02-20 至 2026-02-23，上海出差，国网仿生产服务器部署，火车，保存草稿。",
|
||
client_now_iso="2026-06-24T14:20:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
|
||
|
||
assert result.planning_source == "rule_fallback"
|
||
assert result.tasks[0].requested_action == "save_draft"
|
||
assert result.tasks[0].ontology_fields["time_range"] == "2026-02-20 至 2026-02-23"
|
||
assert result.tasks[0].ontology_fields["reason"] == "国网仿生产服务器部署"
|
||
|
||
|
||
def test_steward_planner_overrides_llm_direct_application_for_ambiguous_travel_flow() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="2月20-23日去上海出差辅助国网仿生产环境部署",
|
||
client_now_iso="2026-06-15T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService(intent_agent=AmbiguousApplicationFunctionCallingIntentAgent()).build_plan(payload)
|
||
|
||
assert result.planning_source == "llm_function_call"
|
||
assert result.next_action == "confirm_flow"
|
||
assert result.plan_status == "needs_flow_confirmation"
|
||
assert result.tasks == []
|
||
assert [item.flow_id for item in result.candidate_flows] == [
|
||
"travel_application",
|
||
"travel_reimbursement",
|
||
]
|
||
|
||
|
||
def test_steward_planner_falls_back_to_rules_when_function_calling_is_unavailable() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="\u6211\u60f3\u7533\u8bf7\u0037\u6708\u0032\u65e5\u53bb\u5317\u4eac\u51fa\u5dee\uff0c\u5e76\u4e14\u6211\u8981\u62a5\u9500\u6628\u5929\u7684\u4ea4\u901a\u8d39",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
|
||
|
||
assert result.planning_source == "rule_fallback"
|
||
assert [task.task_type for task in result.tasks] == ["expense_application", "reimbursement"]
|
||
assert result.tasks[0].ontology_fields["time_range"] == "2026-07-02"
|
||
assert result.tasks[1].ontology_fields["time_range"] == "2026-06-03"
|
||
assert result.thinking_events[0].stage == "rule_fallback"
|
||
|
||
|
||
def test_steward_planner_rule_fallback_confirms_ambiguous_travel_flow() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="2月20-23日去上海出差辅助国网仿生产环境部署",
|
||
client_now_iso="2026-06-15T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
|
||
|
||
assert result.planning_source == "rule_fallback"
|
||
assert result.next_action == "confirm_flow"
|
||
assert result.pending_flow_confirmation.status == "pending"
|
||
assert [item.flow_id for item in result.candidate_flows] == [
|
||
"travel_application",
|
||
"travel_reimbursement",
|
||
]
|
||
assert result.tasks == []
|
||
assert result.confirmation_groups == []
|
||
|
||
|
||
def test_steward_planner_prefers_application_when_checked_required_application_missing() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="2月20-23日去上海出差辅助国网仿生产服务器部署",
|
||
client_now_iso="2026-06-15T09:30:00+08:00",
|
||
context_json={
|
||
"required_application_gate": {
|
||
"travel": {
|
||
"checked": True,
|
||
"candidate_count": 0,
|
||
"candidates": [],
|
||
}
|
||
}
|
||
},
|
||
)
|
||
|
||
result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
|
||
|
||
assert result.planning_source == "rule_fallback"
|
||
assert result.next_action == "confirm_flow"
|
||
assert result.pending_flow_confirmation.status == "pending"
|
||
assert [item.flow_id for item in result.candidate_flows] == ["travel_application"]
|
||
assert result.candidate_flows[0].label == "先发起出差申请"
|
||
assert "未查到可关联" in result.pending_flow_confirmation.reason
|
||
assert "先申请" in result.summary
|
||
|
||
|
||
def test_steward_planner_asks_to_link_application_when_checked_required_application_exists() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="2月20-23日去上海出差辅助国网仿生产服务器部署",
|
||
client_now_iso="2026-06-15T09:30:00+08:00",
|
||
context_json={
|
||
"required_application_gate": {
|
||
"travel": {
|
||
"checked": True,
|
||
"candidate_count": 2,
|
||
"candidates": [
|
||
{"claim_no": "AP-202602-001"},
|
||
{"claim_no": "AP-202602-002"},
|
||
],
|
||
}
|
||
}
|
||
},
|
||
)
|
||
|
||
result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
|
||
|
||
assert [item.flow_id for item in result.candidate_flows] == [
|
||
"travel_application",
|
||
"travel_reimbursement",
|
||
]
|
||
assert result.candidate_flows[1].label == "关联已有申请单并发起报销"
|
||
assert "查到 2 个可关联申请单" in result.pending_flow_confirmation.reason
|
||
assert "关联已有申请单" in result.summary
|
||
|
||
|
||
def test_steward_planner_splits_application_and_reimbursement_tasks() -> None:
|
||
payload = StewardPlanRequest(
|
||
message=(
|
||
"我想要申请7月2日去北京出差，辅助北京供电局的税务审核任务，"
|
||
"并且我要报销昨天的交通费，还需要报销6月3日出差去上海的费用"
|
||
),
|
||
user_id="u001",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert len(result.tasks) == 3
|
||
assert [task.task_type for task in result.tasks] == [
|
||
"expense_application",
|
||
"reimbursement",
|
||
"reimbursement",
|
||
]
|
||
assert result.tasks[0].assigned_agent == "application_assistant"
|
||
assert result.tasks[0].ontology_fields["time_range"] == "2026-07-02"
|
||
assert result.tasks[0].ontology_fields["location"] == "北京"
|
||
assert result.tasks[0].ontology_fields["reason"] == "辅助北京供电局的税务审核任务"
|
||
assert result.tasks[1].ontology_fields["time_range"] == "2026-06-03"
|
||
assert result.tasks[1].ontology_fields["expense_type"] == "transport"
|
||
assert result.tasks[2].ontology_fields["time_range"] == "2026-06-03"
|
||
assert result.tasks[2].ontology_fields["location"] == "上海"
|
||
assert result.tasks[2].ontology_fields["expense_type"] == "travel"
|
||
assert all(action.status == "pending" for action in result.confirmation_groups)
|
||
|
||
|
||
def test_steward_planner_keeps_bare_reimbursement_intent_generic() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="我要报销",
|
||
user_id="u001",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert len(result.tasks) == 1
|
||
task = result.tasks[0]
|
||
assert task.task_type == "reimbursement"
|
||
assert task.assigned_agent == "reimbursement_assistant"
|
||
assert task.ontology_fields.get("expense_type") == "other"
|
||
assert "reason" not in task.ontology_fields
|
||
assert task.missing_fields == ["time_range", "reason"]
|
||
assert [step.action_type for step in task.action_steps] == [
|
||
"fill_reimbursement_fields",
|
||
"build_reimbursement_preview",
|
||
"validate_required_fields",
|
||
"create_reimbursement_draft",
|
||
]
|
||
assert task.action_steps[-1].status == "blocked"
|
||
|
||
|
||
def test_steward_planner_builds_reimbursement_action_steps() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="我要报销昨天客户现场沟通的交通费",
|
||
user_id="u001",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
context_json={"review_form_values": {"amount": "128.50"}},
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert result.tasks[0].task_type == "reimbursement"
|
||
assert [step.action_type for step in result.tasks[0].action_steps] == [
|
||
"fill_reimbursement_fields",
|
||
"build_reimbursement_preview",
|
||
"validate_required_fields",
|
||
"create_reimbursement_draft",
|
||
]
|
||
assert result.tasks[0].action_steps[0].payload["ontology_fields"]["amount"] == "128.50"
|
||
assert result.tasks[0].action_steps[-1].status == "planned"
|
||
|
||
|
||
def test_steward_planner_treats_future_travel_without_apply_word_as_application() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="明天出差北京3天，支撑国网仿生产部署，并且报销昨天业务招待费",
|
||
user_id="u001",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert [task.task_type for task in result.tasks] == [
|
||
"expense_application",
|
||
"reimbursement",
|
||
]
|
||
assert result.tasks[0].assigned_agent == "application_assistant"
|
||
assert result.tasks[0].ontology_fields["time_range"] == "2026-06-05"
|
||
assert result.tasks[0].ontology_fields["location"] == "北京"
|
||
assert result.tasks[0].ontology_fields["expense_type"] == "travel"
|
||
assert result.tasks[0].ontology_fields["reason"] == "支撑国网仿生产部署"
|
||
assert result.tasks[0].missing_fields == ["transport_mode"]
|
||
gap_events = [event for event in result.thinking_events if event.stage == "business_gap_check"]
|
||
assert gap_events
|
||
assert "没有说明出行方式" in gap_events[0].content
|
||
assert result.tasks[1].assigned_agent == "reimbursement_assistant"
|
||
assert result.tasks[1].ontology_fields["time_range"] == "2026-06-03"
|
||
assert result.tasks[1].ontology_fields["expense_type"] == "entertainment"
|
||
|
||
|
||
def test_steward_planner_outputs_only_canonical_ontology_fields() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="我要报销昨天的交通费",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
context_json={
|
||
"review_form_values": {
|
||
"occurred_date": "2026-06-03",
|
||
"transport_type": "taxi",
|
||
"reason_value": "客户现场沟通",
|
||
}
|
||
},
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
fields = result.tasks[0].ontology_fields
|
||
assert fields["time_range"] == "2026-06-03"
|
||
assert fields["transport_mode"] == "taxi"
|
||
assert fields["reason"] == "客户现场沟通"
|
||
assert "occurred_date" not in fields
|
||
assert "transport_type" not in fields
|
||
assert "reason_value" not in fields
|
||
|
||
|
||
def test_steward_planner_builds_travel_attachment_group_with_exclusions() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="还需要报销6月3日出差去上海的费用",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
attachments=[
|
||
StewardAttachmentInput(name="上海高铁票.jpg"),
|
||
StewardAttachmentInput(name="上海酒店发票.pdf"),
|
||
StewardAttachmentInput(name="出租车票.png"),
|
||
StewardAttachmentInput(name="客户招待发票.jpg"),
|
||
],
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert len(result.attachment_groups) == 1
|
||
group = result.attachment_groups[0]
|
||
assert group.scene == "travel"
|
||
assert group.attachment_names == ["上海高铁票.jpg", "上海酒店发票.pdf", "出租车票.png"]
|
||
assert group.excluded_attachment_names == ["客户招待发票.jpg"]
|
||
assert group.confirmation_required is True
|
||
attachment_actions = [
|
||
action for action in result.confirmation_groups if action.action_type == "confirm_attachment_group"
|
||
]
|
||
assert len(attachment_actions) == 1
|
||
|
||
|
||
def test_steward_stream_endpoint_emits_thinking_before_plan(monkeypatch) -> None:
|
||
_patch_steward_endpoint_planner(monkeypatch)
|
||
client = TestClient(create_app())
|
||
|
||
with client.stream(
|
||
"POST",
|
||
"/api/v1/steward/plans/stream",
|
||
json={
|
||
"message": "我要报销昨天的交通费",
|
||
"client_now_iso": "2026-06-04T09:30:00+08:00",
|
||
},
|
||
) as response:
|
||
assert response.status_code == 200
|
||
events = [
|
||
json.loads(line.decode("utf-8") if isinstance(line, bytes) else line)
|
||
for line in response.iter_lines()
|
||
if line
|
||
]
|
||
|
||
assert [event["event"] for event in events][:2] == ["thinking", "thinking"]
|
||
assert events[0]["data"]["stage"] == "stream_start"
|
||
assert events[-1]["event"] == "plan"
|
||
assert events[-1]["data"]["tasks"][0]["ontology_fields"]["time_range"] == "2026-06-03"
|
||
|
||
|
||
def test_steward_plan_endpoint_persists_application_and_reimbursement_state(monkeypatch) -> None:
|
||
_patch_steward_endpoint_planner(monkeypatch)
|
||
client = TestClient(create_app())
|
||
|
||
response = client.post(
|
||
"/api/v1/steward/plans",
|
||
json={
|
||
"message": "我想申请7月2日去北京出差，并且我要报销昨天的交通费",
|
||
"user_id": "u-steward-state",
|
||
"client_now_iso": "2026-06-04T09:30:00+08:00",
|
||
"context_json": {"session_type": "steward", "entry_source": "personal_workbench"},
|
||
},
|
||
)
|
||
|
||
assert response.status_code == 200
|
||
payload = response.json()
|
||
assert payload["conversation_id"].startswith("conv_")
|
||
state = payload["steward_state"]
|
||
assert state["active_flow"] == "travel_reimbursement"
|
||
assert state["flows"]["travel_application"]["fields"]["location"] == "北京"
|
||
assert state["flows"]["travel_application"]["fields"]["time_range"] == "2026-07-02"
|
||
assert state["flows"]["travel_reimbursement"]["fields"]["time_range"] == "2026-06-03"
|
||
assert state["flows"]["travel_reimbursement"]["fields"]["expense_type"] == "transport"
|
||
assert all("invented_field" not in flow["fields"] for flow in state["flows"].values())
|
||
|
||
|
||
def test_steward_plan_endpoint_queries_applications_before_ambiguous_travel_choice(monkeypatch) -> None:
|
||
_patch_steward_endpoint_planner(monkeypatch)
|
||
client, SessionLocal, app = _create_steward_test_client_with_db()
|
||
try:
|
||
response = client.post(
|
||
"/api/v1/steward/plans",
|
||
json={
|
||
"message": "2月20-23日去上海出差，辅助国网仿生产服务器部署",
|
||
"user_id": "zhang.xiaoqing",
|
||
"client_now_iso": "2026-06-15T09:30:00+08:00",
|
||
"context_json": {
|
||
"session_type": "steward",
|
||
"entry_source": "workbench_ai_inline",
|
||
"name": "张小青",
|
||
"username": "zhang.xiaoqing",
|
||
},
|
||
},
|
||
)
|
||
assert response.status_code == 200
|
||
payload = response.json()
|
||
assert [item["flow_id"] for item in payload["candidate_flows"]] == ["travel_application"]
|
||
assert payload["candidate_flows"][0]["label"] == "先发起出差申请"
|
||
assert "未查到可关联单据" in payload["pending_flow_confirmation"]["reason"]
|
||
|
||
with SessionLocal() as db:
|
||
db.add(_build_endpoint_application_claim())
|
||
db.commit()
|
||
|
||
response = client.post(
|
||
"/api/v1/steward/plans",
|
||
json={
|
||
"message": "2月20-23日去上海出差，辅助国网仿生产服务器部署",
|
||
"user_id": "zhang.xiaoqing",
|
||
"client_now_iso": "2026-06-15T09:30:00+08:00",
|
||
"context_json": {
|
||
"session_type": "steward",
|
||
"entry_source": "workbench_ai_inline",
|
||
"name": "张小青",
|
||
"username": "zhang.xiaoqing",
|
||
},
|
||
},
|
||
)
|
||
assert response.status_code == 200
|
||
payload = response.json()
|
||
assert [item["flow_id"] for item in payload["candidate_flows"]] == [
|
||
"travel_application",
|
||
"travel_reimbursement",
|
||
]
|
||
assert payload["candidate_flows"][1]["label"] == "关联已有申请单并发起报销"
|
||
assert "查到 1 个可关联申请单" in payload["pending_flow_confirmation"]["reason"]
|
||
finally:
|
||
app.dependency_overrides.clear()
|
||
|
||
|
||
def test_steward_planner_returns_off_topic_for_business_irrelevant_input() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="123",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert result.plan_status == "off_topic"
|
||
assert result.next_action == "none"
|
||
assert result.tasks == []
|
||
assert result.attachment_groups == []
|
||
assert result.confirmation_groups == []
|
||
assert result.candidate_flows == []
|
||
assert result.planning_source == "rule_fallback"
|
||
assert len(result.suggested_prompts) == 3
|
||
assert result.thinking_events[0].stage == "off_topic"
|
||
# 纯数字应归类为 meaningless 场景
|
||
assert "未识别到财务事项" in result.thinking_events[0].title
|
||
|
||
|
||
def test_steward_planner_returns_off_topic_with_friendly_greeting_reply() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="你好",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert result.plan_status == "off_topic"
|
||
assert result.next_action == "none"
|
||
assert result.tasks == []
|
||
assert result.candidate_flows == []
|
||
assert result.planning_source == "rule_fallback"
|
||
assert len(result.suggested_prompts) == 3
|
||
# 问候场景应礼貌回应主人，不使用"抱歉/没识别到"等生硬措辞
|
||
assert "您好主人" in result.summary
|
||
assert "很高兴为您服务" in result.summary
|
||
assert "先回应主人的问候" in result.thinking_events[0].title
|
||
|
||
|
||
def test_steward_planner_returns_off_topic_for_pure_punctuation() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="??? !!!",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert result.plan_status == "off_topic"
|
||
assert result.next_action == "none"
|
||
assert result.tasks == []
|
||
assert result.candidate_flows == []
|
||
assert result.planning_source == "rule_fallback"
|
||
assert len(result.suggested_prompts) == 3
|
||
assert result.thinking_events[0].stage == "off_topic"
|
||
|
||
|
||
def test_steward_planner_returns_off_topic_for_off_business_with_llm_response() -> None:
|
||
"""有内容但与业务无关的场景：应优先使用 LLM 生成的引导文案。"""
|
||
llm_text = (
|
||
"### 抱歉主人，这句话我暂时帮不上忙\n\n"
|
||
"主人聊的是天气，目前小财管家只能帮您整理**费用申请**和**费用报销**。"
|
||
"要不您把想办的财务事项告诉我？"
|
||
)
|
||
|
||
class _FakeOffTopicAgent:
|
||
def __init__(self) -> None:
|
||
self.calls = 0
|
||
self.last_call_traces: list[dict[str, object]] = []
|
||
|
||
def generate(self, request, *, scenario):
|
||
self.calls += 1
|
||
from app.services.steward_off_topic_agent import StewardOffTopicAgentResult
|
||
|
||
return StewardOffTopicAgentResult(
|
||
response_text=llm_text,
|
||
model_call_traces=[{"slot": "main", "status": "succeeded", "model": "gpt-test"}],
|
||
)
|
||
|
||
agent = _FakeOffTopicAgent()
|
||
payload = StewardPlanRequest(
|
||
message="想问候您一下",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService(off_topic_agent=agent).build_plan(payload)
|
||
|
||
assert agent.calls == 1
|
||
assert result.plan_status == "off_topic"
|
||
assert result.summary == llm_text
|
||
assert result.model_call_traces and result.model_call_traces[0]["status"] == "succeeded"
|
||
# 思考事件应是 off_business 场景对应文案
|
||
assert "不在服务范围内" in result.thinking_events[0].title
|
||
|
||
|
||
def test_steward_planner_falls_back_to_template_when_off_topic_agent_raises() -> None:
|
||
"""LLM 失败时静默 fallback 到规则模板，不阻断业务无关拦截。"""
|
||
|
||
class _ExplodingOffTopicAgent:
|
||
def generate(self, request, *, scenario):
|
||
raise RuntimeError("模型供应商不可用")
|
||
|
||
payload = StewardPlanRequest(
|
||
message="想问候您一下",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService(off_topic_agent=_ExplodingOffTopicAgent()).build_plan(payload)
|
||
|
||
assert result.plan_status == "off_topic"
|
||
# 仍使用 off_business 场景的默认模板
|
||
assert "抱歉主人" in result.summary
|
||
assert "不在服务范围内" in result.thinking_events[0].title
|
||
assert result.model_call_traces == []
|
||
|
||
|
||
def test_steward_planner_skips_off_topic_agent_for_greeting_and_meaningless() -> None:
|
||
"""问候与无意义场景不走 LLM，节省调用。"""
|
||
|
||
class _CallCounterOffTopicAgent:
|
||
def __init__(self) -> None:
|
||
self.calls = 0
|
||
|
||
def generate(self, request, *, scenario):
|
||
self.calls += 1
|
||
return None
|
||
|
||
agent = _CallCounterOffTopicAgent()
|
||
service = StewardPlannerService(off_topic_agent=agent)
|
||
|
||
for message in ("你好", "123", "???"):
|
||
result = service.build_plan(StewardPlanRequest(message=message))
|
||
assert result.plan_status == "off_topic"
|
||
|
||
assert agent.calls == 0
|
||
|
||
|
||
def test_steward_planner_preserves_normal_business_flow_after_guard() -> None:
|
||
payload = StewardPlanRequest(
|
||
message="我要报销昨天的交通费",
|
||
client_now_iso="2026-06-04T09:30:00+08:00",
|
||
)
|
||
|
||
result = StewardPlannerService().build_plan(payload)
|
||
|
||
assert result.plan_status != "off_topic"
|
||
assert len(result.tasks) >= 1
|
||
assert [task.task_type for task in result.tasks] == ["reimbursement"]
|