677 lines
28 KiB
Python
677 lines
28 KiB
Python
from __future__ import annotations
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from datetime import UTC, datetime, timedelta
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from sqlalchemy import create_engine
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from sqlalchemy.orm import Session, sessionmaker
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from sqlalchemy.pool import StaticPool
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from app.db.base import Base
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from app.schemas.ontology import OntologyParseRequest
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from app.schemas.user_agent import UserAgentRequest
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from app.services.ontology import SemanticOntologyService
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from app.services.user_agent import UserAgentService
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def build_session_factory() -> sessionmaker[Session]:
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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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return sessionmaker(bind=engine, autoflush=False, autocommit=False)
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def test_user_agent_query_returns_readable_answer_and_actions() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="张三 4 月差旅报销金额是多少",
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user_id="pytest",
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="张三 4 月差旅报销金额是多少",
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ontology=ontology,
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tool_payload={"record_count": 2, "total_amount": 8800.0},
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)
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)
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assert "8800.00" in response.answer
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assert len(response.suggested_actions) >= 1
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def test_user_agent_returns_readable_query_answer_when_runtime_model_is_skipped(monkeypatch) -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="张三 4 月差旅报销金额是多少",
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user_id="pytest",
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)
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)
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service = UserAgentService(db)
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monkeypatch.setattr(service, "_generate_answer_with_model", lambda *args, **kwargs: "这是模型回答")
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response = service.respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="张三 4 月差旅报销金额是多少",
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ontology=ontology,
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tool_payload={"record_count": 2, "total_amount": 8800.0},
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)
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)
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assert "共 2 笔" in response.answer
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assert "8800.00" in response.answer
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def test_user_agent_sanitizes_model_thinking_blocks() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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service = UserAgentService(db)
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assert (
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service._sanitize_model_answer("<think>内部推理</think>\n最终答复")
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== "最终答复"
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)
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def test_user_agent_guides_generic_expense_request() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我要报销",
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user_id="pytest",
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="我要报销",
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ontology=ontology,
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tool_payload={"record_count": 9, "total_amount": 12345.0},
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)
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)
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assert response.review_payload is not None
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assert response.answer == response.review_payload.body_message
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assert response.review_payload.can_proceed is False
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assert response.review_payload.missing_slots == [
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"报销类型",
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"发生时间",
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"金额",
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"事由说明",
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"票据附件",
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]
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assert [item.action_type for item in response.review_payload.confirmation_actions] == [
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"cancel_review",
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"edit_review",
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"save_draft",
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]
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def test_user_agent_guides_implicit_expense_draft_request() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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today = datetime.now(UTC).date().isoformat()
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我今天去客户现场，招待了客户，花销了1000元",
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user_id="pytest",
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="我今天去客户现场，招待了客户，花销了1000元",
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ontology=ontology,
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tool_payload={"draft_only": True},
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)
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)
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assert response.review_payload is not None
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assert response.answer == response.review_payload.body_message
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assert response.review_payload.intent_summary.startswith("识别到您希望报销一笔“业务招待费”费用。")
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assert response.review_payload.missing_slots == ["客户名称", "参与人员", "票据附件"]
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assert [item.action_type for item in response.review_payload.confirmation_actions] == [
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"cancel_review",
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"edit_review",
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"save_draft",
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]
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slot_map = {item.key: item for item in response.review_payload.slot_cards}
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assert slot_map["expense_type"].value == "业务招待费"
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assert slot_map["time_range"].value == today
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assert slot_map["time_range"].raw_value == "今天"
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assert slot_map["location"].value == "客户现场"
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assert slot_map["amount"].value == "1000.00元"
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def test_user_agent_guides_narrative_with_day_before_yesterday() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我前天请客户吃饭花了200元",
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user_id="pytest",
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context_json={
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"client_now_iso": "2026-05-12T16:30:00.000Z",
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"client_timezone_offset_minutes": -480,
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},
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="我前天请客户吃饭花了200元",
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ontology=ontology,
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tool_payload={"draft_only": True},
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)
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)
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assert response.review_payload is not None
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slot_map = {item.key: item for item in response.review_payload.slot_cards}
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assert slot_map["time_range"].raw_value == "前天"
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assert slot_map["time_range"].value == "2026-05-11"
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assert "时间为 2026-05-11" in response.review_payload.intent_summary
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def test_user_agent_attachment_only_upload_uses_generic_scene_reason_without_fabrication() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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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。",
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user_id="pytest",
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context_json={
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"attachment_names": ["didi-trip.png"],
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"attachment_count": 1,
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"ocr_documents": [
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{
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"filename": "didi-trip.png",
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"summary": "滴滴出行 订单金额 32 元",
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"text": "滴滴出行 订单金额 32 元",
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"document_type": "taxi_receipt",
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"scene_code": "transport",
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}
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],
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"user_input_text": "",
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},
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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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",
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ontology=ontology,
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context_json={
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"attachment_names": ["didi-trip.png"],
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"attachment_count": 1,
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"ocr_documents": [
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{
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"filename": "didi-trip.png",
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"summary": "滴滴出行 订单金额 32 元",
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"text": "滴滴出行 订单金额 32 元",
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"document_type": "taxi_receipt",
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"scene_code": "transport",
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}
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],
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"user_input_text": "",
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},
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tool_payload={"draft_only": True},
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)
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)
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assert response.review_payload is not None
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slot_map = {item.key: item for item in response.review_payload.slot_cards}
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assert slot_map["reason"].value == "交通出行"
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assert slot_map["reason"].status == "inferred"
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def test_user_agent_transport_flow_infers_reason_and_does_not_require_location_or_merchant() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我上传了交通票据，帮我生成报销草稿",
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user_id="pytest",
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="我上传了交通票据，帮我生成报销草稿",
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ontology=ontology,
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context_json={
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"attachment_names": ["didi-trip.png"],
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"attachment_count": 1,
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"ocr_documents": [
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{
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"filename": "didi-trip.png",
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"summary": "滴滴出行 支付金额 32 元",
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"text": "滴滴出行 支付金额 32 元",
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"document_type": "taxi_receipt",
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"scene_code": "transport",
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"scene_label": "交通票据",
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}
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],
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},
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tool_payload={"draft_only": True},
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)
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)
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assert response.review_payload is not None
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slot_map = {item.key: item for item in response.review_payload.slot_cards}
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assert slot_map["reason"].value == "交通出行"
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assert slot_map["reason"].status == "inferred"
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assert "酒店/商户" not in response.review_payload.missing_slots
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assert "地点" not in response.review_payload.missing_slots
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assert "事由说明" not in response.review_payload.missing_slots
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def test_user_agent_risk_response_includes_rule_citations() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="检查重复报销风险",
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user_id="pytest",
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="检查重复报销风险",
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ontology=ontology,
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tool_payload={"risk_flags": ["duplicate_expense"]},
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)
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)
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assert response.risk_flags == ["duplicate_expense"]
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assert any(item.source_type == "rule" for item in response.citations)
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assert "duplicate_expense" in response.answer
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def test_user_agent_draft_returns_structured_payload() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="帮我生成张三4月差旅报销草稿",
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user_id="pytest",
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="帮我生成张三4月差旅报销草稿",
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ontology=ontology,
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tool_payload={"draft_only": True},
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)
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)
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assert response.draft_payload is not None
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assert response.draft_payload.confirmation_required is True
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assert response.review_payload is not None
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assert response.review_payload.can_proceed is False
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assert response.review_payload.missing_slots == ["金额", "事由说明", "票据附件"]
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assert [item.action_type for item in response.review_payload.confirmation_actions] == [
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"cancel_review",
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"edit_review",
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"save_draft",
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]
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assert response.answer == response.review_payload.body_message
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def test_user_agent_returns_draft_limit_message_when_save_is_blocked() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="请按当前识别信息保存报销草稿",
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user_id="pytest",
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="请按当前识别信息保存报销草稿",
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ontology=ontology,
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context_json={"review_action": "save_draft"},
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tool_payload={
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"draft_limit_reached": True,
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"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。",
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"status": "blocked",
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},
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)
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)
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assert (
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response.answer
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== "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。"
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)
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def test_user_agent_builds_review_payload_for_multi_document_expense_flow() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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yesterday = (datetime.now(UTC).date() - timedelta(days=1)).isoformat()
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我昨天去上海出差，还请客户A吃饭，帮我生成报销草稿",
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user_id="pytest",
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context_json={
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"attachment_names": ["机票行程单.png", "餐饮发票.jpg"],
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"attachment_count": 2,
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"ocr_documents": [
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{
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"filename": "机票行程单.png",
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"summary": "机票行程单 上海-北京 金额 680 元",
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"text": "机票行程单 上海-北京 金额 680 元",
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"avg_score": 0.93,
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"warnings": [],
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},
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{
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"filename": "餐饮发票.jpg",
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"summary": "餐饮发票 客户招待 金额 320 元",
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"text": "餐饮发票 客户招待 金额 320 元",
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"avg_score": 0.91,
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"warnings": [],
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},
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],
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},
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)
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)
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response = UserAgentService(db).respond(
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UserAgentRequest(
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run_id=ontology.run_id,
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user_id="pytest",
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message="我昨天去上海出差，还请客户A吃饭，帮我生成报销草稿",
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ontology=ontology,
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context_json={
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"name": "张三",
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"attachment_names": ["机票行程单.png", "餐饮发票.jpg"],
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"attachment_count": 2,
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"ocr_documents": [
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{
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"filename": "机票行程单.png",
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"summary": "机票行程单 上海-北京 金额 680 元",
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"text": "机票行程单 上海-北京 金额 680 元",
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"avg_score": 0.93,
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"warnings": [],
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},
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{
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"filename": "餐饮发票.jpg",
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"summary": "餐饮发票 客户招待 金额 320 元",
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"text": "餐饮发票 客户招待 金额 320 元",
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"avg_score": 0.91,
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"warnings": [],
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},
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],
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},
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tool_payload={"draft_only": True, "claim_no": "EXP-202605-009", "status": "draft"},
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)
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)
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assert response.review_payload is not None
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assert len(response.review_payload.document_cards) == 2
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assert len(response.review_payload.claim_groups) == 2
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assert response.review_payload.missing_slots == ["参与人员"]
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assert [item.action_type for item in response.review_payload.confirmation_actions] == [
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"cancel_review",
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"edit_review",
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"save_draft",
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]
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assert any(item.scene_label == "业务招待费" for item in response.review_payload.document_cards)
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assert f"时间为 {yesterday}" in response.review_payload.intent_summary
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slot_map = {item.key: item for item in response.review_payload.slot_cards}
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assert slot_map["time_range"].value == yesterday
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assert slot_map["time_range"].raw_value == "昨天"
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def test_user_agent_sums_multi_document_amounts_from_synonym_fields() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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ontology = SemanticOntologyService(db).parse(
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OntologyParseRequest(
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query="我上传了两张交通票据，帮我生成报销草稿",
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user_id="pytest",
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context_json={
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"attachment_names": ["滴滴行程单.png", "停车票.jpg"],
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"attachment_count": 2,
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"ocr_documents": [
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{
|
||
"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
|