f60cebadb8
- 完善管家意图识别、模型计划构建与规划器调度 - 重构差旅报销提交编排器与管家计划流程前端交互 - 优化报销消息项样式与文档中心视图 - 新增小财管家与附件上传风险前置复核设计文档 - 补充管家规划器与文档中心测试覆盖
277 lines
11 KiB
Python
277 lines
11 KiB
Python
from __future__ import annotations
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import json
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from fastapi.testclient import TestClient
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from app.main import create_app
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from app.schemas.steward import StewardAttachmentInput, StewardPlanRequest
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from app.services.steward_intent_agent import StewardIntentAgentResult
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from app.services.steward_planner import StewardPlannerService
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class FakeFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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assert "expense_type" in canonical_fields
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assert base_date.isoformat() == "2026-06-04"
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return StewardIntentAgentResult(
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payload={
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"thinking_events": [
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{
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"stage": "task_split",
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"title": "识别复合报销意图",
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"content": "模型工具调用识别出 1 个报销任务，并关联本次上传的交通附件。",
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}
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],
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"tasks": [
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{
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"task_type": "reimbursement",
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"title": "费用报销 2026-06-03 交通",
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"summary": "报销昨天客户现场沟通产生的交通费。",
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"confidence": 0.91,
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"ontology_fields": {
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"occurred_date": "昨天",
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"transport_type": "出租车",
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"reason_value": "客户现场沟通",
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"expense_type": "交通费",
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"unregistered_field": "不能进入业务字段",
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},
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"missing_fields": ["amount", "transport_type"],
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}
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],
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"attachment_groups": [
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{
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"target_task_index": 1,
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"scene": "transport",
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"scene_label": "交通费用",
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"attachment_names": ["出租车票.png"],
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"excluded_attachment_names": ["客户招待发票.jpg"],
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"confidence": 0.86,
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"rationale": "出租车票与交通报销任务匹配，招待发票不归入该任务。",
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}
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],
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},
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model_call_traces=[
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{
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"slot": "main",
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"provider": "OpenAI Compatible",
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"model": "gpt-test",
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"attempt": 1,
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"status": "succeeded",
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}
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],
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)
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class EmptyFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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return None
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class EntertainmentFunctionCallingIntentAgent:
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def detect(self, request, *, base_date, canonical_fields):
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return StewardIntentAgentResult(
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payload={
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"thinking_events": [],
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"tasks": [
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{
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"task_type": "reimbursement",
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"title": "业务招待费报销",
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"summary": "报销昨天业务招待费。",
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"confidence": 0.9,
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"ontology_fields": {
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"time_range": "昨天",
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"expense_type": "业务招待费",
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"reason": "业务招待",
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},
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"missing_fields": [],
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}
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],
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"attachment_groups": [],
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},
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model_call_traces=[],
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)
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def test_steward_planner_uses_llm_function_calling_plan_when_available() -> None:
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payload = StewardPlanRequest(
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message="我要报销昨天客户现场沟通的交通费",
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client_now_iso="2026-06-04T09:30:00+08:00",
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attachments=[
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StewardAttachmentInput(name="出租车票.png"),
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StewardAttachmentInput(name="客户招待发票.jpg"),
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],
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)
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result = StewardPlannerService(intent_agent=FakeFunctionCallingIntentAgent()).build_plan(payload)
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assert result.planning_source == "llm_function_call"
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assert result.model_call_traces[0]["status"] == "succeeded"
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assert len(result.tasks) == 1
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fields = result.tasks[0].ontology_fields
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assert fields["time_range"] == "2026-06-03"
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assert fields["transport_mode"] == "taxi"
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assert fields["reason"] == "客户现场沟通"
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assert fields["expense_type"] == "transport"
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assert "occurred_date" not in fields
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assert "transport_type" not in fields
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assert "reason_value" not in fields
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assert "unregistered_field" not in fields
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assert result.tasks[0].missing_fields == ["amount"]
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assert result.attachment_groups[0].attachment_names == ["出租车票.png"]
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assert result.attachment_groups[0].excluded_attachment_names == ["客户招待发票.jpg"]
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assert result.thinking_events[0].stage == "llm_function_call"
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def test_steward_planner_normalizes_llm_business_entertainment_expense_type() -> None:
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payload = StewardPlanRequest(
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message="报销昨天业务招待费",
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client_now_iso="2026-06-04T09:30:00+08:00",
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)
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result = StewardPlannerService(intent_agent=EntertainmentFunctionCallingIntentAgent()).build_plan(payload)
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assert result.planning_source == "llm_function_call"
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assert result.tasks[0].ontology_fields["expense_type"] == "entertainment"
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assert result.tasks[0].ontology_fields["time_range"] == "2026-06-03"
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def test_steward_planner_falls_back_to_rules_when_function_calling_is_unavailable() -> None:
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payload = StewardPlanRequest(
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message="我要报销昨天的交通费",
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client_now_iso="2026-06-04T09:30:00+08:00",
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)
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result = StewardPlannerService(intent_agent=EmptyFunctionCallingIntentAgent()).build_plan(payload)
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assert result.planning_source == "rule_fallback"
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assert result.tasks[0].ontology_fields["time_range"] == "2026-06-03"
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assert result.thinking_events[0].stage == "rule_fallback"
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def test_steward_planner_splits_application_and_reimbursement_tasks() -> None:
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payload = StewardPlanRequest(
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message=(
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"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，"
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"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"
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),
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user_id="u001",
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client_now_iso="2026-06-04T09:30:00+08:00",
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)
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result = StewardPlannerService().build_plan(payload)
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assert len(result.tasks) == 3
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assert [task.task_type for task in result.tasks] == [
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"expense_application",
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"reimbursement",
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"reimbursement",
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]
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assert result.tasks[0].assigned_agent == "application_assistant"
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assert result.tasks[0].ontology_fields["time_range"] == "2026-07-02"
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assert result.tasks[0].ontology_fields["location"] == "北京"
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assert result.tasks[0].ontology_fields["reason"] == "辅助北京供电局的税务审核任务"
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assert result.tasks[1].ontology_fields["time_range"] == "2026-06-03"
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assert result.tasks[1].ontology_fields["expense_type"] == "transport"
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assert result.tasks[2].ontology_fields["time_range"] == "2026-06-03"
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assert result.tasks[2].ontology_fields["location"] == "上海"
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assert result.tasks[2].ontology_fields["expense_type"] == "travel"
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assert all(action.status == "pending" for action in result.confirmation_groups)
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def test_steward_planner_treats_future_travel_without_apply_word_as_application() -> None:
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payload = StewardPlanRequest(
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message="明天出差北京3天，支撑国网仿生产部署，并且报销昨天业务招待费",
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user_id="u001",
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client_now_iso="2026-06-04T09:30:00+08:00",
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)
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result = StewardPlannerService().build_plan(payload)
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assert [task.task_type for task in result.tasks] == [
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"expense_application",
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"reimbursement",
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]
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assert result.tasks[0].assigned_agent == "application_assistant"
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assert result.tasks[0].ontology_fields["time_range"] == "2026-06-05"
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assert result.tasks[0].ontology_fields["location"] == "北京"
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assert result.tasks[0].ontology_fields["expense_type"] == "travel"
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assert result.tasks[0].ontology_fields["reason"] == "支撑国网仿生产部署"
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assert result.tasks[1].assigned_agent == "reimbursement_assistant"
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assert result.tasks[1].ontology_fields["time_range"] == "2026-06-03"
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assert result.tasks[1].ontology_fields["expense_type"] == "entertainment"
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def test_steward_planner_outputs_only_canonical_ontology_fields() -> None:
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payload = StewardPlanRequest(
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message="我要报销昨天的交通费",
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client_now_iso="2026-06-04T09:30:00+08:00",
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context_json={
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"review_form_values": {
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"occurred_date": "2026-06-03",
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"transport_type": "taxi",
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"reason_value": "客户现场沟通",
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}
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},
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)
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result = StewardPlannerService().build_plan(payload)
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fields = result.tasks[0].ontology_fields
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assert fields["time_range"] == "2026-06-03"
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assert fields["transport_mode"] == "taxi"
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assert fields["reason"] == "客户现场沟通"
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assert "occurred_date" not in fields
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assert "transport_type" not in fields
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assert "reason_value" not in fields
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def test_steward_planner_builds_travel_attachment_group_with_exclusions() -> None:
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payload = StewardPlanRequest(
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message="还需要报销6月3日出差去上海的费用",
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client_now_iso="2026-06-04T09:30:00+08:00",
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attachments=[
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StewardAttachmentInput(name="上海高铁票.jpg"),
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StewardAttachmentInput(name="上海酒店发票.pdf"),
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StewardAttachmentInput(name="出租车票.png"),
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StewardAttachmentInput(name="客户招待发票.jpg"),
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],
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)
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result = StewardPlannerService().build_plan(payload)
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assert len(result.attachment_groups) == 1
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group = result.attachment_groups[0]
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assert group.scene == "travel"
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assert group.attachment_names == ["上海高铁票.jpg", "上海酒店发票.pdf", "出租车票.png"]
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assert group.excluded_attachment_names == ["客户招待发票.jpg"]
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assert group.confirmation_required is True
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attachment_actions = [
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action for action in result.confirmation_groups if action.action_type == "confirm_attachment_group"
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]
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assert len(attachment_actions) == 1
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def test_steward_stream_endpoint_emits_thinking_before_plan() -> None:
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client = TestClient(create_app())
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with client.stream(
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"POST",
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"/api/v1/steward/plans/stream",
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json={
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"message": "我要报销昨天的交通费",
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"client_now_iso": "2026-06-04T09:30:00+08:00",
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},
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) as response:
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assert response.status_code == 200
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events = [
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json.loads(line.decode("utf-8") if isinstance(line, bytes) else line)
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for line in response.iter_lines()
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if line
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]
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assert [event["event"] for event in events][:2] == ["thinking", "thinking"]
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assert events[0]["data"]["stage"] == "stream_start"
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assert events[-1]["event"] == "plan"
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assert events[-1]["data"]["tasks"][0]["ontology_fields"]["time_range"] == "2026-06-03"
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