cce19e4c40
- schemas/steward.py：StewardPlanResponse 新增 suggested_prompts 字段 - steward_planner.py：新增 STEWARD_BUSINESS_SIGNAL_KEYWORDS 与 _is_business_irrelevant_input 守卫，在 build_plan 入口前置； 新增 _build_off_topic_plan 构造 plan_status=off_topic 的引导计划 - steward_intent_agent.py：system prompt 追加业务无关约束 - test_steward_planner.py：覆盖 123/你好/纯标点走 off_topic， 并验证正常业务输入不受守卫影响
1005 lines
43 KiB
Python
1005 lines
43 KiB
Python
from __future__ import annotations
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import re
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import uuid
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from dataclasses import dataclass
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from datetime import UTC, date, datetime, timedelta
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from typing import Any
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from app.schemas.steward import (
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StewardAttachmentGroup,
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StewardAttachmentInput,
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StewardCandidateFlow,
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StewardConfirmationAction,
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StewardPendingFlowConfirmation,
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StewardPlanRequest,
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StewardPlanResponse,
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StewardTask,
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StewardThinkingEvent,
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)
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from app.services.steward_constants import BUSINESS_CANONICAL_FIELD_ORDER, BUSINESS_CANONICAL_FIELDS
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from app.services.ontology_field_registry import normalize_ontology_form_values
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from app.services.steward_intent_agent import StewardIntentAgent
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from app.services.steward_model_plan_builder import StewardModelPlanBuilder
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CITY_NAMES = (
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"北京",
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"上海",
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"广州",
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"深圳",
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"杭州",
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"南京",
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"苏州",
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"成都",
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"重庆",
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"天津",
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"武汉",
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"西安",
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"长沙",
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"郑州",
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"青岛",
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"厦门",
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"福州",
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"合肥",
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"济南",
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"沈阳",
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"大连",
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"宁波",
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"无锡",
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)
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# 业务信号关键词：用于判定输入是否与小财管家支持的财务事项相关。
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# 只要清洗后的消息命中其中任意一个关键词，就视为业务相关；否则进入 off_topic 拦截。
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STEWARD_BUSINESS_SIGNAL_KEYWORDS: tuple[str, ...] = (
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# 动作词
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"申请", "报销", "草稿", "提交", "审批", "保存", "发起", "创建", "核对", "归集",
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# 差旅场景
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"出差", "差旅", "费用", "交通", "住宿", "招待", "酒店", "机票", "航班", "高铁",
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"动车", "火车", "出租车", "的士", "网约车", "打车", "地铁", "公交", "用餐", "餐饮", "宴请",
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# 票据/凭证
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"票据", "发票", "凭证", "行程单", "付款截图", "付款", "小票", "收据",
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# 业务对象
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"客户", "项目", "拜访", "会议", "培训", "部署", "实施", "支撑", "支持", "协助",
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"调研", "驻场", "上线", "验收", "审核",
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# 时间信号
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"昨天", "前天", "明天", "后天", "下周", "下月", "近期", "月底", "今天", "上周", "上月",
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# 金额/数量（"天"用于"出差3天"等表达）
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"金额", "元", "块", "万", "千", "天",
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# 复用城市名信号
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*CITY_NAMES,
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)
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APPLICATION_SPLIT_PATTERN = re.compile(r"(?:^|[，,。；;])[^，,。；;]*?(?:申请|出差申请|差旅申请)[^，,。；;]*")
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REIMBURSEMENT_PATTERN = re.compile(r"(?:我要报销|还需要报销|需要报销|报销)([^，,。；;！？?!\n]+)")
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MONTH_DAY_PATTERN = re.compile(r"(?P<month>\d{1,2})\s*月\s*(?P<day>\d{1,2})\s*(?:日|号)?")
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ISO_DATE_PATTERN = re.compile(r"(?P<year>\d{4})[-/年](?P<month>\d{1,2})[-/月](?P<day>\d{1,2})(?:日)?")
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BUSINESS_FIELD_LABELS = {
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"expense_type": "费用类型",
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"time_range": "时间",
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"location": "地点",
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"reason": "事由",
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"amount": "金额",
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"transport_mode": "出行方式",
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"attachments": "附件/凭证",
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"customer_name": "客户或项目对象",
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"merchant_name": "商户/开票方",
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"department_name": "所属部门",
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"employee_name": "申请人",
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"employee_no": "员工编号",
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}
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EXPENSE_TYPE_LABELS = {
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"travel": "差旅",
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"transport": "交通费",
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"entertainment": "业务招待费",
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"office": "办公用品",
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"meeting": "会议费",
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"training": "培训费",
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"other": "其他费用",
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}
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TRANSPORT_MODE_LABELS = {
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"train": "火车/高铁",
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"flight": "飞机",
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"taxi": "出租车/网约车",
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"subway": "地铁",
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"other": "其他交通方式",
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}
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@dataclass(frozen=True)
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class PlannedTaskDraft:
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task_type: str
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segment: str
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index: int
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class StewardPlannerService:
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"""小财管家第一版规划服务：只生成计划，不执行入库类动作。"""
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def __init__(self, intent_agent: StewardIntentAgent | None = None) -> None:
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self.intent_agent = intent_agent
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def build_plan(self, request: StewardPlanRequest) -> StewardPlanResponse:
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message = self._clean_text(request.message)
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if not message:
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raise ValueError("小财管家需要一段任务描述。")
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base_date = self._resolve_base_date(request.client_now_iso, request.context_json)
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# 业务无关输入拦截（纯数字、问候、闲聊、乱码等）：在进入 LLM/规则兜底之前直接返回 off_topic 计划。
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if self._is_business_irrelevant_input(message, request):
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return self._build_off_topic_plan(request)
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model_call_traces: list[dict[str, Any]] = []
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fallback_reason = ""
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if self.intent_agent is not None and self._should_use_model_intent_recognition(message, base_date, request):
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try:
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intent_result = self.intent_agent.detect(
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request,
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base_date=base_date,
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canonical_fields=list(BUSINESS_CANONICAL_FIELD_ORDER),
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)
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if intent_result is not None:
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model_call_traces = intent_result.model_call_traces
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llm_plan = StewardModelPlanBuilder(self).build(
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intent_result,
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request=request,
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base_date=base_date,
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)
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if llm_plan is not None:
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if self._looks_like_ambiguous_travel_flow(message, base_date, request):
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return self._build_pending_flow_fallback_plan(
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request,
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base_date=base_date,
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model_call_traces=model_call_traces,
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fallback_reason=(
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"主模型返回了直接任务，但当前话术没有明确申请或报销动作；"
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"服务端已改为候选流程确认，避免误入申请流程。"
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),
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planning_source="llm_function_call",
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)
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return llm_plan
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model_call_traces = getattr(self.intent_agent, "last_call_traces", []) or model_call_traces
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fallback_reason = "主模型未返回可用的 function calling 计划，已切换到规则兜底。"
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except Exception as exc:
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model_call_traces = getattr(self.intent_agent, "last_call_traces", []) or model_call_traces
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fallback_reason = f"主模型 function calling 调用失败，已切换到规则兜底：{exc}"
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return self._build_rule_fallback_plan(
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request,
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base_date=base_date,
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model_call_traces=model_call_traces,
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fallback_reason=fallback_reason,
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)
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def _should_use_model_intent_recognition(
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self,
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message: str,
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base_date: date,
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request: StewardPlanRequest,
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) -> bool:
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if self._looks_like_ambiguous_travel_flow(message, base_date, request):
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return False
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return self._has_multiple_financial_demands(message)
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@staticmethod
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def _is_business_irrelevant_input(message: str, request: StewardPlanRequest) -> bool:
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"""判断输入是否与小财管家支持的财务事项完全无关。
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判定规则：消息去除所有空白后不含任何业务信号关键词，且没有上传附件，
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即视为业务无关输入（如纯数字、问候、闲聊、乱码）。
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"""
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if request.attachments:
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return False
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compact = re.sub(r"\s+", "", message)
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if not compact:
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return False
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return not any(keyword in compact for keyword in STEWARD_BUSINESS_SIGNAL_KEYWORDS)
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def _build_off_topic_plan(self, request: StewardPlanRequest) -> StewardPlanResponse:
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"""业务无关输入的兜底计划：明确告知用户未识别到财务事项，并给出话术示例。"""
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return StewardPlanResponse(
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plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
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plan_status="off_topic",
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planning_source="rule_fallback",
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next_action="none",
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summary="这看起来跟财务任务没什么关系，小财管家没识别到费用申请或费用报销的意图。",
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thinking_events=[
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StewardThinkingEvent(
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event_id="intent_agent_off_topic",
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stage="off_topic",
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title="未识别到财务事项",
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content=(
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"我检查了这句话，没有发现费用申请、报销、出差、交通、招待等财务线索。"
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"如果你确实是要处理财务任务，可以参考下面的示例换一种说法。"
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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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confirmation_groups=[],
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candidate_flows=[],
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suggested_prompts=[
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"我想要申请明天去北京出差3天，支撑客户现场实施",
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"我要报销昨天的交通费",
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"报销上周出差上海的费用",
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],
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model_call_traces=[],
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)
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def _build_rule_fallback_plan(
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self,
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request: StewardPlanRequest,
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*,
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base_date: date,
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model_call_traces: list[dict[str, Any]] | None = None,
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fallback_reason: str = "",
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) -> StewardPlanResponse:
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message = self._clean_text(request.message)
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if self._looks_like_ambiguous_travel_flow(message, base_date, request):
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return self._build_pending_flow_fallback_plan(
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request,
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base_date=base_date,
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model_call_traces=model_call_traces,
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fallback_reason=fallback_reason,
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)
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task_drafts = self._extract_task_drafts(message)
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tasks = [self._build_task(draft, base_date, request) for draft in task_drafts]
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if not tasks:
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tasks = [self._build_fallback_task(message, base_date, request)]
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attachment_groups = self._build_attachment_groups(request.attachments, tasks)
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confirmation_groups = self._build_confirmation_actions(tasks, attachment_groups)
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thinking_events = self._build_thinking_events(tasks, attachment_groups, request.attachments)
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if fallback_reason:
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thinking_events.insert(
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0,
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StewardThinkingEvent(
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event_id="intent_agent_rule_fallback",
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stage="rule_fallback",
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title="意图识别智能体进入兜底模式",
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content=fallback_reason,
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),
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)
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plan_id = f"steward_plan_{uuid.uuid4().hex[:12]}"
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return StewardPlanResponse(
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plan_id=plan_id,
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plan_status="needs_confirmation" if confirmation_groups else "ready_to_delegate",
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planning_source="rule_fallback",
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next_action="confirm_task" if confirmation_groups else "delegate_task",
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summary=self._build_summary(tasks, attachment_groups),
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thinking_events=thinking_events,
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tasks=tasks,
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attachment_groups=attachment_groups,
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confirmation_groups=confirmation_groups,
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model_call_traces=model_call_traces or [],
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)
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def _build_pending_flow_fallback_plan(
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self,
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request: StewardPlanRequest,
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*,
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base_date: date,
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model_call_traces: list[dict[str, Any]] | None = None,
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fallback_reason: str = "",
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planning_source: str = "rule_fallback",
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) -> StewardPlanResponse:
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candidates = self._build_rule_candidate_flows(request, base_date)
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pending = StewardPendingFlowConfirmation(
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status="pending",
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source_message=request.message,
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reason="当前话术描述了出差事项，但没有明确说明要补办申请还是发起报销。",
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candidate_flows=candidates,
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)
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thinking_events = []
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if fallback_reason:
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thinking_events.append(
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StewardThinkingEvent(
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event_id="intent_agent_rule_fallback",
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stage="rule_fallback",
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title="意图识别智能体进入兜底模式",
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content=fallback_reason,
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)
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)
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thinking_events.append(
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StewardThinkingEvent(
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event_id="intent_pending_flow_confirmation",
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stage="flow_confirmation",
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title="需要确认流程方向",
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content="我识别到时间、地点和出差事由，但没有识别到明确的申请或报销动作，需要先请你选择流程方向。",
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)
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)
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return StewardPlanResponse(
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plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
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plan_status="needs_flow_confirmation",
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planning_source=planning_source, # type: ignore[arg-type]
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next_action="confirm_flow",
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summary=(
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"我识别到这是一次出差事项，但还不能确定你要做的是"
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"**补办出差申请**还是**发起费用报销**。请先选择一个方向。"
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),
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thinking_events=thinking_events,
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pending_flow_confirmation=pending,
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candidate_flows=candidates,
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model_call_traces=model_call_traces or [],
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)
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def _build_rule_candidate_flows(
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self,
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request: StewardPlanRequest,
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base_date: date,
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) -> list[StewardCandidateFlow]:
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application_fields = self._extract_ontology_fields(
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request.message,
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"expense_application",
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base_date,
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request,
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)
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reimbursement_fields = self._extract_ontology_fields(
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request.message,
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"reimbursement",
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base_date,
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request,
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)
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return [
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StewardCandidateFlow(
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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="用户描述了出差时间、地点和事由，但没有明确说要报销。",
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ontology_fields=application_fields,
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missing_fields=self._resolve_missing_fields("expense_application", application_fields),
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),
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StewardCandidateFlow(
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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="用户描述的也可能是已发生出差事项，需要进入报销材料整理。",
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ontology_fields=reimbursement_fields,
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missing_fields=self._resolve_missing_fields("reimbursement", reimbursement_fields),
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),
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]
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def _extract_task_drafts(self, message: str) -> list[PlannedTaskDraft]:
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drafts: list[PlannedTaskDraft] = []
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first_reimbursement = self._find_first_reimbursement_index(message)
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application_source = message[:first_reimbursement] if first_reimbursement >= 0 else message
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if self._looks_like_application(application_source) or self._looks_like_future_travel_application(application_source):
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drafts.append(
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PlannedTaskDraft(
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task_type="expense_application",
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segment=application_source.strip("，,。；; "),
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index=len(drafts) + 1,
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)
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)
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for match in REIMBURSEMENT_PATTERN.finditer(message):
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segment = f"报销{match.group(1)}"
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drafts.append(
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PlannedTaskDraft(
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task_type="reimbursement",
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segment=segment.strip("，,。；; "),
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index=len(drafts) + 1,
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)
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)
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return drafts
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def _has_multiple_financial_demands(self, message: str) -> bool:
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task_drafts = self._extract_task_drafts(message)
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if len(task_drafts) > 1:
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return True
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compact = re.sub(r"\s+", "", message)
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if not compact:
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return False
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application_signal = self._looks_like_application(compact) or self._looks_like_future_travel_application(compact)
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reimbursement_signal = self._find_first_reimbursement_index(compact) >= 0
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if application_signal and reimbursement_signal:
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return True
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connector_signal = re.search(r"并且|同时|另外|还有|还要|以及|再", compact)
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repeated_reimbursement_signal = len(list(REIMBURSEMENT_PATTERN.finditer(compact))) > 1
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return bool(connector_signal and repeated_reimbursement_signal)
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@staticmethod
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def _find_first_reimbursement_index(message: str) -> int:
|
||
candidates = [message.find(item) for item in ("我要报销", "还需要报销", "需要报销", "报销")]
|
||
positives = [item for item in candidates if item >= 0]
|
||
return min(positives) if positives else -1
|
||
|
||
@staticmethod
|
||
def _looks_like_application(text: str) -> bool:
|
||
compact = re.sub(r"\s+", "", text)
|
||
return bool(compact) and "申请" in compact and bool(re.search(r"出差|差旅|费用|交通|住宿|采购|会务|会议", compact))
|
||
|
||
@staticmethod
|
||
def _looks_like_future_travel_application(text: str) -> bool:
|
||
compact = re.sub(r"\s+", "", text)
|
||
if not compact or "报销" in compact:
|
||
return False
|
||
business_signal = re.search(
|
||
r"出差|差旅|客户现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收",
|
||
compact,
|
||
)
|
||
route_signal = re.search(
|
||
fr"(?:去|到|赴|前往)({'|'.join(CITY_NAMES)})",
|
||
compact,
|
||
)
|
||
time_signal = re.search(
|
||
r"明天|后天|下周|下月|近期|月底|\d{1,2}月\d{1,2}(?:日|号)?|"
|
||
r"\d{4}[-/年]\d{1,2}[-/月]\d{1,2}(?:日)?|[0-9一二两三四五六七八九十]+天",
|
||
compact,
|
||
)
|
||
planned_route_signal = re.search(
|
||
r"(?:去|到|赴|前往).{0,24}(?:出差|差旅|客户|现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收)|"
|
||
r"(?:出差|差旅).{0,24}(?:[0-9一二两三四五六七八九十]+天|客户|现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收)",
|
||
compact,
|
||
)
|
||
return bool((business_signal or route_signal) and (time_signal or planned_route_signal))
|
||
|
||
def _looks_like_ambiguous_travel_flow(
|
||
self,
|
||
text: str,
|
||
base_date: date,
|
||
request: StewardPlanRequest,
|
||
) -> bool:
|
||
compact = re.sub(r"\s+", "", text)
|
||
if not compact or request.attachments:
|
||
return False
|
||
if re.search(r"申请|报销|草稿|提交|审批|保存|发起|创建", compact):
|
||
return False
|
||
if not re.search(r"出差|差旅|客户现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收", compact):
|
||
return False
|
||
if not self._extract_time_range(compact, base_date):
|
||
return False
|
||
if not self._extract_location(compact):
|
||
return False
|
||
return not self._is_future_or_current_time_range(compact, base_date)
|
||
|
||
def _is_future_or_current_time_range(self, segment: str, base_date: date) -> bool:
|
||
normalized = self._extract_time_range(segment, base_date)
|
||
if not normalized:
|
||
return False
|
||
try:
|
||
parsed = date.fromisoformat(normalized)
|
||
except ValueError:
|
||
return False
|
||
return parsed >= base_date
|
||
|
||
def _build_task(
|
||
self,
|
||
draft: PlannedTaskDraft,
|
||
base_date: date,
|
||
request: StewardPlanRequest,
|
||
) -> StewardTask:
|
||
fields = self._extract_ontology_fields(draft.segment, draft.task_type, base_date, request)
|
||
missing_fields = self._resolve_missing_fields(draft.task_type, fields)
|
||
task_id = f"task_{'app' if draft.task_type == 'expense_application' else 'reim'}_{draft.index:03d}"
|
||
assigned_agent = (
|
||
"application_assistant"
|
||
if draft.task_type == "expense_application"
|
||
else "reimbursement_assistant"
|
||
)
|
||
title_prefix = "费用申请" if draft.task_type == "expense_application" else "费用报销"
|
||
title = self._build_task_title(title_prefix, fields, draft.index)
|
||
return StewardTask(
|
||
task_id=task_id,
|
||
task_type=draft.task_type, # type: ignore[arg-type]
|
||
assigned_agent=assigned_agent, # type: ignore[arg-type]
|
||
title=title,
|
||
summary=self._build_task_summary(draft.segment, fields),
|
||
status="needs_confirmation",
|
||
confidence=self._resolve_task_confidence(draft.segment, fields, draft.task_type),
|
||
ontology_fields=fields,
|
||
missing_fields=missing_fields,
|
||
confirmation_required=True,
|
||
)
|
||
|
||
def _build_fallback_task(
|
||
self,
|
||
message: str,
|
||
base_date: date,
|
||
request: StewardPlanRequest,
|
||
) -> StewardTask:
|
||
task_type = "reimbursement" if "报销" in message or request.attachments else "expense_application"
|
||
draft = PlannedTaskDraft(task_type=task_type, segment=message, index=1)
|
||
task = self._build_task(draft, base_date, request)
|
||
return task.model_copy(update={"confidence": min(task.confidence, 0.58)})
|
||
|
||
def _extract_ontology_fields(
|
||
self,
|
||
segment: str,
|
||
task_type: str,
|
||
base_date: date,
|
||
request: StewardPlanRequest,
|
||
) -> dict[str, str]:
|
||
normalized_context = normalize_ontology_form_values(request.context_json.get("review_form_values"))
|
||
fields: dict[str, str] = {
|
||
key: value
|
||
for key, value in normalized_context.items()
|
||
if key in BUSINESS_CANONICAL_FIELDS and str(value or "").strip()
|
||
}
|
||
expense_type = self._infer_expense_type(segment, task_type)
|
||
if expense_type and not fields.get("expense_type"):
|
||
fields["expense_type"] = expense_type
|
||
time_range = self._extract_time_range(segment, base_date)
|
||
if time_range and not fields.get("time_range"):
|
||
fields["time_range"] = time_range
|
||
location = self._extract_location(segment)
|
||
if location and not fields.get("location"):
|
||
fields["location"] = location
|
||
reason = self._extract_reason(segment, task_type)
|
||
if reason and not fields.get("reason"):
|
||
fields["reason"] = reason
|
||
transport_mode = self._extract_transport_mode(segment)
|
||
if transport_mode and not fields.get("transport_mode"):
|
||
fields["transport_mode"] = transport_mode
|
||
if request.attachments:
|
||
fields["attachments"] = "、".join(item.name for item in request.attachments if item.name)
|
||
|
||
return {key: value for key, value in fields.items() if key in BUSINESS_CANONICAL_FIELDS and value}
|
||
|
||
@staticmethod
|
||
def _infer_expense_type(segment: str, task_type: str) -> str:
|
||
compact = re.sub(r"\s+", "", segment)
|
||
if re.search(r"招待|接待|餐饮|宴请|客户吃饭|业务餐", compact):
|
||
return "entertainment"
|
||
if re.search(r"出差|差旅|住宿|酒店|机票|航班|高铁|火车", compact):
|
||
return "travel"
|
||
if re.search(r"交通|出租车|的士|网约车|打车|地铁|公交", compact):
|
||
return "transport" if task_type == "reimbursement" else "travel"
|
||
return "travel" if task_type == "expense_application" else "other"
|
||
|
||
def _extract_time_range(self, segment: str, base_date: date) -> str:
|
||
compact = re.sub(r"\s+", "", segment)
|
||
if "昨天" in compact:
|
||
return (base_date - timedelta(days=1)).isoformat()
|
||
if "前天" in compact:
|
||
return (base_date - timedelta(days=2)).isoformat()
|
||
if "明天" in compact:
|
||
return (base_date + timedelta(days=1)).isoformat()
|
||
if "后天" in compact:
|
||
return (base_date + timedelta(days=2)).isoformat()
|
||
|
||
iso_match = ISO_DATE_PATTERN.search(compact)
|
||
if iso_match:
|
||
return self._safe_date(
|
||
int(iso_match.group("year")),
|
||
int(iso_match.group("month")),
|
||
int(iso_match.group("day")),
|
||
)
|
||
|
||
month_day = MONTH_DAY_PATTERN.search(compact)
|
||
if month_day:
|
||
return self._safe_date(
|
||
base_date.year,
|
||
int(month_day.group("month")),
|
||
int(month_day.group("day")),
|
||
)
|
||
return ""
|
||
|
||
@staticmethod
|
||
def _safe_date(year: int, month: int, day: int) -> str:
|
||
try:
|
||
return date(year, month, day).isoformat()
|
||
except ValueError:
|
||
return ""
|
||
|
||
@staticmethod
|
||
def _extract_location(segment: str) -> str:
|
||
compact = re.sub(r"\s+", "", segment)
|
||
for prefix in ("去", "到", "赴", "前往"):
|
||
match = re.search(fr"{prefix}({'|'.join(CITY_NAMES)})", compact)
|
||
if match:
|
||
return match.group(1)
|
||
for city in CITY_NAMES:
|
||
if city in compact:
|
||
return city
|
||
return ""
|
||
|
||
@staticmethod
|
||
def _extract_reason(segment: str, task_type: str) -> str:
|
||
cleaned = re.sub(r"\s+", "", segment).strip("，,。；; ")
|
||
if task_type == "expense_application":
|
||
match = re.search(r"(辅助|支持|协助|支撑|参加|拜访|调研|实施|部署|审核).+", cleaned)
|
||
if match:
|
||
return StewardPlannerService._strip_trailing_connectors(match.group(0))
|
||
reason = re.sub(r"^.*?(?:出差|差旅)", "", cleaned).strip("，,。；;的费用")
|
||
return StewardPlannerService._strip_trailing_connectors(reason) or cleaned
|
||
cleaned = re.sub(r"^报销", "", cleaned)
|
||
cleaned = re.sub(r"^(?:昨天|前天|明天|后天|\d{1,2}月\d{1,2}(?:日|号)?)的?", "", cleaned)
|
||
return cleaned.strip("，,。；; ") or segment.strip()
|
||
|
||
@staticmethod
|
||
def _strip_trailing_connectors(value: str) -> str:
|
||
cleaned = str(value or "").strip("，,。；; ")
|
||
return re.sub(r"(?:并且|而且|同时|另外|还需要|需要)$", "", cleaned).strip("，,。；; ")
|
||
|
||
@staticmethod
|
||
def _extract_transport_mode(segment: str) -> str:
|
||
compact = re.sub(r"\s+", "", segment)
|
||
if re.search(r"高铁|动车|火车", compact):
|
||
return "train"
|
||
if re.search(r"飞机|机票|航班", compact):
|
||
return "flight"
|
||
if re.search(r"出租车|的士|网约车|打车", compact):
|
||
return "taxi"
|
||
if "交通" in compact:
|
||
return "other"
|
||
return ""
|
||
|
||
@staticmethod
|
||
def _resolve_missing_fields(task_type: str, fields: dict[str, str]) -> list[str]:
|
||
required = ["expense_type", "time_range", "reason"]
|
||
if task_type == "expense_application":
|
||
required.append("location")
|
||
if fields.get("expense_type") in {"travel", "transport"}:
|
||
required.append("transport_mode")
|
||
return [key for key in required if not str(fields.get(key) or "").strip()]
|
||
|
||
@staticmethod
|
||
def _resolve_task_confidence(segment: str, fields: dict[str, str], task_type: str) -> float:
|
||
compact = re.sub(r"\s+", "", segment)
|
||
if task_type == "expense_application":
|
||
intent_score = 1.0 if (
|
||
"申请" in compact or StewardPlannerService._looks_like_future_travel_application(compact)
|
||
) else 0.45
|
||
else:
|
||
intent_score = 1.0 if "报销" in compact else 0.45
|
||
time_score = 1.0 if fields.get("time_range") else 0.0
|
||
location_score = 1.0 if fields.get("location") else 0.2
|
||
scene_score = 1.0 if fields.get("expense_type") and fields["expense_type"] != "other" else 0.35
|
||
confidence = min(1.0, 0.35 * intent_score + 0.25 * time_score + 0.2 * location_score + 0.2 * scene_score)
|
||
return round(max(0.45, confidence), 2)
|
||
|
||
def _build_attachment_groups(
|
||
self,
|
||
attachments: list[StewardAttachmentInput],
|
||
tasks: list[StewardTask],
|
||
) -> list[StewardAttachmentGroup]:
|
||
if not attachments:
|
||
return []
|
||
|
||
classified = [(item, self._classify_attachment(item)) for item in attachments if item.name]
|
||
travel_related = [item.name for item, scene in classified if scene in {"travel", "transport"}]
|
||
excluded = [item.name for item, scene in classified if scene not in {"travel", "transport"}]
|
||
target_task = self._resolve_attachment_target_task(tasks)
|
||
|
||
groups: list[StewardAttachmentGroup] = []
|
||
if travel_related:
|
||
confidence = 0.72 + min(0.18, len(travel_related) * 0.04)
|
||
groups.append(
|
||
StewardAttachmentGroup(
|
||
group_id="ag_travel_001",
|
||
target_task_id=target_task.task_id if target_task else None,
|
||
scene="travel",
|
||
scene_label="差旅相关费用",
|
||
attachment_names=travel_related,
|
||
excluded_attachment_names=excluded,
|
||
confidence=round(confidence, 2),
|
||
rationale="附件名称或 OCR 摘要中包含差旅、交通、住宿、火车、机票等线索。",
|
||
confirmation_required=True,
|
||
)
|
||
)
|
||
elif excluded:
|
||
groups.append(
|
||
StewardAttachmentGroup(
|
||
group_id="ag_other_001",
|
||
target_task_id=None,
|
||
scene="other",
|
||
scene_label="待人工确认费用",
|
||
attachment_names=excluded,
|
||
excluded_attachment_names=[],
|
||
confidence=0.5,
|
||
rationale="当前附件缺少可稳定归属到申请或报销任务的差旅线索。",
|
||
confirmation_required=True,
|
||
)
|
||
)
|
||
return groups
|
||
|
||
@staticmethod
|
||
def _resolve_attachment_target_task(tasks: list[StewardTask]) -> StewardTask | None:
|
||
reimbursement_tasks = [item for item in tasks if item.task_type == "reimbursement"]
|
||
for task in reimbursement_tasks:
|
||
if task.ontology_fields.get("expense_type") == "travel":
|
||
return task
|
||
return reimbursement_tasks[0] if reimbursement_tasks else None
|
||
|
||
@staticmethod
|
||
def _classify_attachment(attachment: StewardAttachmentInput) -> str:
|
||
text = " ".join(
|
||
[
|
||
attachment.name,
|
||
attachment.media_type,
|
||
attachment.ocr_summary,
|
||
" ".join(f"{key}:{value}" for key, value in attachment.ocr_fields.items()),
|
||
]
|
||
)
|
||
compact = re.sub(r"\s+", "", text).lower()
|
||
if re.search(r"招待|接待|餐饮|宴请|客户|meal|entertainment", compact):
|
||
return "entertainment"
|
||
if re.search(r"酒店|住宿|差旅|出差|高铁|火车|动车|机票|航班|train|flight|hotel|travel", compact):
|
||
return "travel"
|
||
if re.search(r"出租车|的士|网约车|打车|交通|taxi|transport", compact):
|
||
return "transport"
|
||
return "other"
|
||
|
||
def _build_confirmation_actions(
|
||
self,
|
||
tasks: list[StewardTask],
|
||
attachment_groups: list[StewardAttachmentGroup],
|
||
) -> list[StewardConfirmationAction]:
|
||
actions: list[StewardConfirmationAction] = []
|
||
for task in tasks:
|
||
if task.task_type == "expense_application":
|
||
action_type = "confirm_create_application"
|
||
label = "确认创建申请单"
|
||
else:
|
||
action_type = "confirm_create_reimbursement_draft"
|
||
label = "确认创建报销草稿"
|
||
actions.append(
|
||
StewardConfirmationAction(
|
||
confirmation_id=f"confirm_{task.task_id}",
|
||
action_type=action_type,
|
||
label=label,
|
||
description=f"确认后把“{task.title}”交给{self._agent_label(task.assigned_agent)}继续核对。",
|
||
target_task_id=task.task_id,
|
||
payload={
|
||
"task_id": task.task_id,
|
||
"task_type": task.task_type,
|
||
"assigned_agent": task.assigned_agent,
|
||
"ontology_fields": task.ontology_fields,
|
||
},
|
||
)
|
||
)
|
||
|
||
for group in attachment_groups:
|
||
actions.append(
|
||
StewardConfirmationAction(
|
||
confirmation_id=f"confirm_{group.group_id}",
|
||
action_type="confirm_attachment_group",
|
||
label="确认附件归集",
|
||
description=f"确认后将 {len(group.attachment_names)} 份附件按“{group.scene_label}”归集。",
|
||
target_task_id=group.target_task_id,
|
||
attachment_group_id=group.group_id,
|
||
payload={
|
||
"attachment_group_id": group.group_id,
|
||
"target_task_id": group.target_task_id,
|
||
"attachment_names": group.attachment_names,
|
||
"excluded_attachment_names": group.excluded_attachment_names,
|
||
},
|
||
)
|
||
)
|
||
return actions
|
||
|
||
@staticmethod
|
||
def _agent_label(assigned_agent: str) -> str:
|
||
return "申请助手" if assigned_agent == "application_assistant" else "报销助手"
|
||
|
||
def _build_thinking_events(
|
||
self,
|
||
tasks: list[StewardTask],
|
||
attachment_groups: list[StewardAttachmentGroup],
|
||
attachments: list[StewardAttachmentInput],
|
||
) -> list[StewardThinkingEvent]:
|
||
application_count = sum(1 for item in tasks if item.task_type == "expense_application")
|
||
reimbursement_count = sum(1 for item in tasks if item.task_type == "reimbursement")
|
||
task_intent_summary = self._summarize_task_intents(tasks)
|
||
ontology_summary = self._summarize_ontology_coverage(tasks)
|
||
delegation_summary = self._summarize_delegation_targets(tasks)
|
||
events = [
|
||
StewardThinkingEvent(
|
||
event_id="intent_agent_entry",
|
||
stage="intent_agent",
|
||
title="意图识别智能体接管",
|
||
content=(
|
||
f"检测到复合财务话术，当前不是单一助手会话；"
|
||
f"已进入小财管家编排模式，候选任务共 {len(tasks)} 个。"
|
||
),
|
||
),
|
||
StewardThinkingEvent(
|
||
event_id="intent_task_split",
|
||
stage="task_split",
|
||
title=f"拆分申请 {application_count} 个、报销 {reimbursement_count} 个",
|
||
content=task_intent_summary,
|
||
),
|
||
StewardThinkingEvent(
|
||
event_id="intent_ontology_mapping",
|
||
stage="ontology_mapping",
|
||
title="核对业务要素",
|
||
content=ontology_summary,
|
||
),
|
||
]
|
||
gap_event = self._build_business_gap_thinking_event(tasks)
|
||
if gap_event:
|
||
events.append(gap_event)
|
||
if attachments:
|
||
events.append(
|
||
StewardThinkingEvent(
|
||
event_id="intent_attachment_correlation",
|
||
stage="attachment_correlation",
|
||
title="关联附件与任务线索",
|
||
content=self._summarize_attachment_correlation(attachment_groups, len(attachments)),
|
||
)
|
||
)
|
||
events.append(
|
||
StewardThinkingEvent(
|
||
event_id="intent_delegation_gate",
|
||
stage="delegation_gate",
|
||
title="生成确认点并准备分派",
|
||
content=f"{delegation_summary} 创建单据、生成草稿、绑定附件和提交审批都会等待用户确认。",
|
||
)
|
||
)
|
||
return events
|
||
|
||
@staticmethod
|
||
def _summarize_task_intents(tasks: list[StewardTask]) -> str:
|
||
if not tasks:
|
||
return "当前输入尚未形成稳定任务，先保留为待确认财务事项。"
|
||
parts = []
|
||
for task in tasks:
|
||
task_label = "申请" if task.task_type == "expense_application" else "报销"
|
||
fields = task.ontology_fields
|
||
anchors = []
|
||
if fields.get("time_range"):
|
||
anchors.append(fields["time_range"])
|
||
if fields.get("location"):
|
||
anchors.append(fields["location"])
|
||
if fields.get("expense_type"):
|
||
anchors.append(StewardPlannerService._format_business_field_value("expense_type", fields["expense_type"]))
|
||
anchor_text = "、".join(anchors) if anchors else "待补充关键字段"
|
||
parts.append(f"{task_label}：{task.title}（{anchor_text}）")
|
||
return "；".join(parts)
|
||
|
||
@staticmethod
|
||
def _summarize_ontology_coverage(tasks: list[StewardTask]) -> str:
|
||
mapped_labels = []
|
||
missing_labels = []
|
||
for task in tasks:
|
||
mapped_labels.extend(StewardPlannerService._business_field_label(key) for key in task.ontology_fields.keys())
|
||
missing_labels.extend(StewardPlannerService._business_field_label(key) for key in task.missing_fields)
|
||
mapped = "、".join(dict.fromkeys(label for label in mapped_labels if label)) or "暂无稳定业务要素"
|
||
missing = "；还缺少：" + "、".join(dict.fromkeys(label for label in missing_labels if label)) if missing_labels else ""
|
||
return f"已把用户输入归一为业务要素：{mapped}{missing}。后续执行仍会先让用户确认。"
|
||
|
||
@staticmethod
|
||
def _build_business_gap_thinking_event(tasks: list[StewardTask]) -> StewardThinkingEvent | None:
|
||
gap_lines = []
|
||
for task in tasks:
|
||
if not task.missing_fields:
|
||
continue
|
||
missing_labels = [
|
||
StewardPlannerService._business_field_label(key)
|
||
for key in task.missing_fields
|
||
if key
|
||
]
|
||
if not missing_labels:
|
||
continue
|
||
if task.task_type == "expense_application" and "transport_mode" in task.missing_fields:
|
||
gap_lines.append(
|
||
(
|
||
f"{task.title}已识别到{StewardPlannerService._summarize_known_business_points(task)}，"
|
||
"但用户没有说明出行方式；出行方式会影响交通费用测算，进入申请单核对后需要先追问火车、飞机或轮船。"
|
||
)
|
||
)
|
||
else:
|
||
gap_lines.append(
|
||
(
|
||
f"{task.title}还缺少{'、'.join(dict.fromkeys(missing_labels))}，"
|
||
"需要在对应步骤里继续向用户确认，不能直接执行入库或提交。"
|
||
)
|
||
)
|
||
if not gap_lines:
|
||
return None
|
||
return StewardThinkingEvent(
|
||
event_id="intent_business_gap_check",
|
||
stage="business_gap_check",
|
||
title="判断待补充信息",
|
||
content="；".join(gap_lines),
|
||
)
|
||
|
||
@staticmethod
|
||
def _summarize_known_business_points(task: StewardTask) -> str:
|
||
parts = []
|
||
for key in ("time_range", "location", "reason", "expense_type"):
|
||
value = str(task.ontology_fields.get(key) or "").strip()
|
||
if value:
|
||
parts.append(
|
||
f"{StewardPlannerService._business_field_label(key)}为"
|
||
f"{StewardPlannerService._format_business_field_value(key, value)}"
|
||
)
|
||
return "、".join(parts) or "部分业务要素"
|
||
|
||
@staticmethod
|
||
def _business_field_label(key: str) -> str:
|
||
return BUSINESS_FIELD_LABELS.get(str(key or "").strip(), str(key or "").strip())
|
||
|
||
@staticmethod
|
||
def _format_business_field_value(key: str, value: str) -> str:
|
||
cleaned = str(value or "").strip()
|
||
if key == "expense_type":
|
||
return EXPENSE_TYPE_LABELS.get(cleaned, cleaned)
|
||
if key == "transport_mode":
|
||
return TRANSPORT_MODE_LABELS.get(cleaned, cleaned)
|
||
return cleaned
|
||
|
||
@staticmethod
|
||
def _summarize_attachment_correlation(
|
||
attachment_groups: list[StewardAttachmentGroup],
|
||
total_attachment_count: int,
|
||
) -> str:
|
||
grouped_names = []
|
||
excluded_names = []
|
||
for group in attachment_groups:
|
||
grouped_names.extend(group.attachment_names)
|
||
excluded_names.extend(group.excluded_attachment_names)
|
||
grouped_text = "、".join(grouped_names) if grouped_names else "暂无可稳定归集附件"
|
||
excluded_text = "；排除或单独确认：" + "、".join(excluded_names) if excluded_names else ""
|
||
return f"已核对 {total_attachment_count} 份附件，建议归集：{grouped_text}{excluded_text}。"
|
||
|
||
@staticmethod
|
||
def _summarize_delegation_targets(tasks: list[StewardTask]) -> str:
|
||
application_count = sum(1 for item in tasks if item.assigned_agent == "application_assistant")
|
||
reimbursement_count = sum(1 for item in tasks if item.assigned_agent == "reimbursement_assistant")
|
||
parts = []
|
||
if application_count:
|
||
parts.append(f"{application_count} 个申请任务交给申请助手")
|
||
if reimbursement_count:
|
||
parts.append(f"{reimbursement_count} 个报销任务交给报销助手")
|
||
return "；".join(parts) + "。" if parts else "尚无可分派任务。"
|
||
|
||
@staticmethod
|
||
def _build_summary(tasks: list[StewardTask], attachment_groups: list[StewardAttachmentGroup]) -> str:
|
||
parts = [f"我识别到 {len(tasks)} 个待处理任务"]
|
||
if attachment_groups:
|
||
grouped = sum(len(item.attachment_names) for item in attachment_groups)
|
||
parts.append(f"并形成 {grouped} 份附件的归集建议")
|
||
parts.append("，请确认后我再分派给对应助手执行。")
|
||
return "".join(parts)
|
||
|
||
@staticmethod
|
||
def _build_task_title(prefix: str, fields: dict[str, str], index: int) -> str:
|
||
location = fields.get("location", "")
|
||
time_range = fields.get("time_range", "")
|
||
expense_type = fields.get("expense_type", "")
|
||
subject = location or {"travel": "差旅", "transport": "交通", "entertainment": "招待"}.get(expense_type, "")
|
||
if subject and time_range:
|
||
return f"{prefix} {time_range} {subject}"
|
||
if subject:
|
||
return f"{prefix} {subject}"
|
||
return f"{prefix} {index}"
|
||
|
||
@staticmethod
|
||
def _build_task_summary(segment: str, fields: dict[str, str]) -> str:
|
||
field_parts = []
|
||
for key, label in (
|
||
("time_range", "时间"),
|
||
("location", "地点"),
|
||
("expense_type", "费用类型"),
|
||
("reason", "事由"),
|
||
("transport_mode", "交通方式"),
|
||
):
|
||
value = fields.get(key)
|
||
if value:
|
||
field_parts.append(f"{label}：{value}")
|
||
return "；".join(field_parts) or segment
|
||
|
||
@staticmethod
|
||
def _resolve_base_date(client_now_iso: str | None, context_json: dict[str, Any]) -> date:
|
||
raw_value = client_now_iso or str(context_json.get("client_now_iso") or "").strip()
|
||
if raw_value:
|
||
try:
|
||
parsed = datetime.fromisoformat(raw_value.replace("Z", "+00:00"))
|
||
return parsed.date()
|
||
except ValueError:
|
||
pass
|
||
return datetime.now(UTC).date()
|
||
|
||
@staticmethod
|
||
def _clean_text(value: Any) -> str:
|
||
return re.sub(r"\s+", " ", str(value or "")).strip()
|