e1e515ecae
后端新增预算本体解析模块和风险规则评分回填服务，优化规则 生成本体对齐和提示词构建，增强费用类型关键词和本体验证， 完善报销查询和审计接口，前端预算中心页面增加对话框和本 体工具函数，重构审计页面元数据和视图模型，补充单元测试。
293 lines
10 KiB
Python
293 lines
10 KiB
Python
from __future__ import annotations
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from typing import Any
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from app.core.agent_enums import AgentPermissionLevel
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from app.schemas.ontology import (
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OntologyConstraint,
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OntologyEntity,
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OntologyFieldError,
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OntologyMetric,
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OntologyPermission,
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OntologyTimeRange,
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)
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from app.services.ontology_rules import (
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EXPENSE_REVIEW_ACTIONS,
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MISSING_SLOT_LABELS,
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OPERATE_KEYWORDS,
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PRIVILEGED_ROLE_CODES,
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)
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class OntologyValidationMixin:
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def _extract_risk_flags(self, compact_query: str, scenario: str) -> list[str]:
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risk_flags: list[str] = []
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def append(flag: str) -> None:
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if flag not in risk_flags:
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risk_flags.append(flag)
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if "重复" in compact_query:
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append("duplicate_expense")
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if any(
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keyword in compact_query
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for keyword in ("发票异常", "票据异常", "验真失败", "附件缺失", "补件")
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):
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append("invoice_anomaly")
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if any(keyword in compact_query for keyword in ("超标", "超预算", "超限")):
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append("amount_over_limit")
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if scenario == "budget" and any(
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keyword in compact_query for keyword in ("预算不足", "超预算", "超支")
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):
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append("budget_over_limit")
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if scenario == "budget" and any(
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keyword in compact_query for keyword in ("预算预警", "触发预警", "接近预算")
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):
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append("budget_warning")
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if scenario == "accounts_receivable" and any(
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keyword in compact_query for keyword in ("逾期", "账龄", "欠款", "未回款")
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):
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append("ar_overdue")
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if scenario == "accounts_payable" and any(
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keyword in compact_query for keyword in ("逾期", "待付", "付款风险", "未付款")
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):
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append("ap_overdue")
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return risk_flags
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def _resolve_permission(
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self,
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compact_query: str,
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context_json: dict,
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intent: str,
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) -> OntologyPermission:
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role_codes = {
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str(item).strip().lower()
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for item in context_json.get("role_codes", [])
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if str(item).strip()
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}
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is_admin = bool(context_json.get("is_admin"))
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privileged = is_admin or bool(role_codes & PRIVILEGED_ROLE_CODES)
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if intent in {"query", "explain", "compare", "risk_check"}:
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return OntologyPermission(
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level=AgentPermissionLevel.READ.value,
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allowed=True,
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reason="只读查询。",
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)
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if intent == "draft":
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return OntologyPermission(
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level=AgentPermissionLevel.DRAFT_WRITE.value,
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allowed=True,
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reason="允许生成草稿，但不会直接提交业务动作。",
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)
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if any(keyword in compact_query for keyword in OPERATE_KEYWORDS) or "付款" in compact_query:
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if privileged:
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return OntologyPermission(
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level=AgentPermissionLevel.APPROVAL_REQUIRED.value,
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allowed=False,
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reason="涉及付款、审批或上线动作，必须进入人工审批链。",
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)
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return OntologyPermission(
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level=AgentPermissionLevel.FORBIDDEN.value,
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allowed=False,
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reason="当前账号缺少财务或审批权限，只能查看结果或生成草稿。",
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)
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return OntologyPermission(
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level=AgentPermissionLevel.APPROVAL_REQUIRED.value,
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allowed=False,
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reason="操作类请求需要人工审批确认。",
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)
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def _build_field_errors(
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self,
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*,
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scenario: str,
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intent: str,
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entities: list[OntologyEntity],
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permission: OntologyPermission,
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missing_slots: list[str],
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ambiguity: list[str],
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) -> list[OntologyFieldError]:
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errors: list[OntologyFieldError] = []
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if scenario == "unknown":
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errors.append(
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OntologyFieldError(
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field="scenario",
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code="scenario_unknown",
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message="未识别出明确业务场景，请补充是报销、应收、应付还是制度问题。",
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)
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)
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if intent == "compare" and len([item for item in entities if item.type != "amount"]) < 2:
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errors.append(
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OntologyFieldError(
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field="entities",
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code="compare_target_missing",
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message="对比类问题请至少给出两个对象，或给出更明确的对比范围。",
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)
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)
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if missing_slots:
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errors.append(
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OntologyFieldError(
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field="missing_slots",
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code="required_slot_missing",
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message=(
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"继续处理前还缺少关键信息："
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f"{'、'.join(self._display_slot_label(item) for item in missing_slots)}。"
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),
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)
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)
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if ambiguity:
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errors.append(
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OntologyFieldError(
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field="ambiguity",
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code="ambiguity_detected",
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message=f"当前问题存在歧义：{'；'.join(ambiguity)}。",
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)
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)
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if permission.level == AgentPermissionLevel.FORBIDDEN.value:
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errors.append(
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OntologyFieldError(
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field="permission",
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code="permission_forbidden",
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message=permission.reason,
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)
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)
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return errors
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def _build_clarification(
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self,
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*,
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scenario: str,
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intent: str,
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entities: list[OntologyEntity],
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permission: OntologyPermission,
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missing_slots: list[str],
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ambiguity: list[str],
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allow_incomplete_draft: bool,
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model_clarification_required: bool,
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model_clarification_question: str | None,
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) -> tuple[bool, str | None]:
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if permission.level == AgentPermissionLevel.FORBIDDEN.value:
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return True, "当前动作超出权限范围。是否改为生成草稿或建议？"
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if scenario == "knowledge" and intent in {"query", "explain"}:
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return False, None
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if model_clarification_required:
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question = str(model_clarification_question or "").strip()
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if question:
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return True, question
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if missing_slots:
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return True, self._build_missing_slot_question(missing_slots)
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if ambiguity:
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return True, f"当前问题存在歧义，请进一步说明：{'；'.join(ambiguity)}。"
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if scenario == "unknown":
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return True, "请说明这是报销、应收、应付，还是制度知识问题？"
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if intent == "compare" and len([item for item in entities if item.type != "amount"]) < 2:
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return True, "请补充需要对比的两个对象，例如两个客户、两个供应商或两个员工。"
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if allow_incomplete_draft and scenario == "expense" and intent == "draft":
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return False, None
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if missing_slots:
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return True, self._build_missing_slot_question(missing_slots)
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if ambiguity:
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return True, f"当前问题存在歧义，请进一步说明：{'；'.join(ambiguity)}。"
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return False, None
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@staticmethod
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def _allow_incomplete_draft(
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context_json: dict[str, Any],
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*,
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scenario: str,
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intent: str,
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) -> bool:
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if scenario != "expense" or intent != "draft":
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return False
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review_action = str(context_json.get("review_action") or "").strip()
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return review_action in EXPENSE_REVIEW_ACTIONS
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@staticmethod
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def _display_slot_label(slot: str) -> str:
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return MISSING_SLOT_LABELS.get(slot, slot)
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def _build_missing_slot_question(self, missing_slots: list[str]) -> str:
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labels = [self._display_slot_label(item) for item in missing_slots[:4]]
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if not labels:
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return "请补充更多上下文后再继续。"
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return f"请补充{'、'.join(labels)}，我再继续帮你解析和处理。"
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@staticmethod
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def _compute_confidence(
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*,
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scenario: str,
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scenario_score: float,
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intent_score: float,
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entities: list[OntologyEntity],
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time_range: OntologyTimeRange,
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metrics: list[OntologyMetric],
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constraints: list[OntologyConstraint],
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risk_flags: list[str],
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clarification_required: bool,
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permission: OntologyPermission,
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) -> float:
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confidence = 0.18 + scenario_score + intent_score
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confidence += min(0.16, len(entities) * 0.04)
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if time_range.start_date:
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confidence += 0.10
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if metrics:
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confidence += 0.06
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if constraints:
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confidence += 0.06
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if risk_flags:
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confidence += 0.08
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if permission.level == AgentPermissionLevel.FORBIDDEN.value:
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confidence = max(confidence, 0.86)
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if scenario == "unknown":
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confidence = min(confidence, 0.45)
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if clarification_required and permission.level != AgentPermissionLevel.FORBIDDEN.value:
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confidence = min(confidence, 0.58)
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return round(min(confidence, 0.98), 2)
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@staticmethod
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def _build_result_summary(
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scenario: str,
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intent: str,
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permission_level: str,
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confidence: float,
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) -> str:
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return (
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f"语义解析完成：scenario={scenario}, intent={intent}, "
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f"permission={permission_level}, confidence={confidence:.2f}"
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)
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@staticmethod
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def _normalize_operator(value: str) -> str:
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mapping = {
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"超过": ">",
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"大于": ">",
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"高于": ">",
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">": ">",
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">=": ">=",
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"不少于": ">=",
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"不低于": ">=",
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"小于": "<",
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"低于": "<",
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"少于": "<",
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"<": "<",
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"<=": "<=",
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"至多": "<=",
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"不超过": "<=",
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"=": "=",
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"＝": "=",
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}
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return mapping.get(value, value)
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@staticmethod
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def _normalize_amount(raw_value: str | None, unit: str | None) -> int | float:
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numeric = float(raw_value or 0)
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if unit in {"万", "万元"}:
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numeric *= 10000
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return int(numeric) if numeric.is_integer() else round(numeric, 2)
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