Files
X-Financial/server/tests/test_steward_planner.py
caoxiaozhu 1cbf3fee44 feat: 报销预审会话状态管理与工作台交互增强
- 新增差旅报销会话状态管理与对话模型重构
- 增强风险观测服务与运行时聊天上下文作用域
- 优化工作台图标资源、助理意图识别与摘要工具
- 完善报销创建视图样式与差旅详情页标准调整交互
- 补充风险观测、运行时聊天与报销端点测试覆盖
2026-06-04 11:03:29 +08:00

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from __future__ import annotations
import json
from fastapi.testclient import TestClient
from app.main import create_app
from app.schemas.steward import StewardAttachmentInput, StewardPlanRequest
from app.services.steward_intent_agent import StewardIntentAgentResult
from app.services.steward_planner import StewardPlannerService
class FakeFunctionCallingIntentAgent:
def detect(self, request, *, base_date, canonical_fields):
assert "expense_type" in canonical_fields
assert base_date.isoformat() == "2026-06-04"
return StewardIntentAgentResult(
payload={
"thinking_events": [
{
"stage": "task_split",
"title": "识别复合报销意图",
"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。",
}
],
"tasks": [
{
"task_type": "reimbursement",
"title": "费用报销 2026-06-03 交通",
"summary": "报销昨天客户现场沟通产生的交通费。",
"confidence": 0.91,
"ontology_fields": {
"occurred_date": "昨天",
"transport_type": "出租车",
"reason_value": "客户现场沟通",
"expense_type": "交通费",
"unregistered_field": "不能进入业务字段",
},
"missing_fields": ["amount", "transport_type"],
}
],
"attachment_groups": [
{
"target_task_index": 1,
"scene": "transport",
"scene_label": "交通费用",
"attachment_names": ["出租车票.png"],
"excluded_attachment_names": ["客户招待发票.jpg"],
"confidence": 0.86,
"rationale": "出租车票与交通报销任务匹配,招待发票不归入该任务。",
}
],
},
model_call_traces=[
{
"slot": "main",
"provider": "OpenAI Compatible",
"model": "gpt-test",
"attempt": 1,
"status": "succeeded",
}
],
)
class EmptyFunctionCallingIntentAgent:
def detect(self, request, *, base_date, canonical_fields):
return None
def test_steward_planner_uses_llm_function_calling_plan_when_available() -> None:
payload = StewardPlanRequest(
message="我要报销昨天客户现场沟通的交通费",
client_now_iso="2026-06-04T09:30:00+08:00",
attachments=[
StewardAttachmentInput(name="出租车票.png"),
StewardAttachmentInput(name="客户招待发票.jpg"),
],
)
result = StewardPlannerService(intent_agent=FakeFunctionCallingIntentAgent()).build_plan(payload)
assert result.planning_source == "llm_function_call"
assert result.model_call_traces[0]["status"] == "succeeded"
assert len(result.tasks) == 1
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 fields["expense_type"] == "transport"
assert "occurred_date" not in fields
assert "transport_type" not in fields
assert "reason_value" not in fields
assert "unregistered_field" not in fields
assert result.tasks[0].missing_fields == ["amount"]
assert result.attachment_groups[0].attachment_names == ["出租车票.png"]
assert result.attachment_groups[0].excluded_attachment_names == ["客户招待发票.jpg"]
assert result.thinking_events[0].stage == "llm_function_call"
def test_steward_planner_falls_back_to_rules_when_function_calling_is_unavailable() -> 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(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
assert result.planning_source == "rule_fallback"
assert result.tasks[0].ontology_fields["time_range"] == "2026-06-03"
assert result.thinking_events[0].stage == "rule_fallback"
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_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() -> None:
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[-1]["event"] == "plan"
assert events[-1]["data"]["tasks"][0]["ontology_fields"]["time_range"] == "2026-06-03"