400 lines
15 KiB
Python
400 lines
15 KiB
Python
from __future__ import annotations
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from datetime import UTC, date, datetime
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from decimal import Decimal
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from sqlalchemy import create_engine
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from sqlalchemy.orm import Session, sessionmaker
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from sqlalchemy.pool import StaticPool
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from app.db.base import Base
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from app.models.employee import Employee
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from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
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from app.schemas.orchestrator import OrchestratorRequest
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from app.services.agent_conversations import AgentConversationService
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from app.services.orchestrator import OrchestratorService
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def build_session_factory() -> sessionmaker[Session]:
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engine = create_engine(
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"sqlite+pysqlite:///:memory:",
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connect_args={"check_same_thread": False},
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poolclass=StaticPool,
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)
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Base.metadata.create_all(bind=engine)
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return sessionmaker(bind=engine, autoflush=False, autocommit=False)
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def test_review_next_step_run_submits_existing_claim_and_returns_draft_payload(
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monkeypatch,
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) -> None:
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monkeypatch.setattr(
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"app.services.runtime_chat.RuntimeChatService.complete",
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lambda *_args, **_kwargs: None,
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)
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session_factory = build_session_factory()
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with session_factory() as db:
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manager = Employee(
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employee_no="E9000",
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name="李经理",
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email="manager-next@example.com",
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)
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employee = Employee(
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employee_no="E9001",
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name="张三",
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email="emp-next@example.com",
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manager=manager,
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)
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claim = ExpenseClaim(
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id="claim-next-step",
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claim_no="EXP-202605-001",
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employee=employee,
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employee_id=employee.id,
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employee_name="张三",
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department_name="销售部",
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expense_type="office",
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reason="采购办公用品",
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location="上海",
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amount=Decimal("128.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 20, 9, 0, tzinfo=UTC),
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status="draft",
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approval_stage="待提交",
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items=[
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ExpenseClaimItem(
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item_date=date(2026, 5, 20),
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item_type="office",
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item_reason="采购办公用品",
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item_location="上海",
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item_amount=Decimal("128.00"),
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invoice_id="office-invoice.png",
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)
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],
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)
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db.add_all([manager, employee, claim])
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db.commit()
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response = OrchestratorService(db).run(
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OrchestratorRequest(
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source="user_message",
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user_id="emp-next@example.com",
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message="我已核对右侧识别结果，请进入下一步。",
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context_json={
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"review_action": "next_step",
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"draft_claim_id": claim.id,
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"attachment_count": 1,
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"name": "张三",
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},
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)
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)
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db.refresh(claim)
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assert response.status == "succeeded"
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assert response.requires_confirmation is False
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assert response.result["draft_payload"]["status"] == "submitted"
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assert response.result["draft_payload"]["approval_stage"] == "直属领导审批"
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assert claim.status == "submitted"
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assert claim.approval_stage == "直属领导审批"
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assert claim.submitted_at is not None
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assert response.conversation_id
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assert AgentConversationService(db).get_conversation(response.conversation_id) is None
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def test_review_next_step_blocked_returns_reasons_and_removes_next_step_action(
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monkeypatch,
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) -> None:
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monkeypatch.setattr(
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"app.services.runtime_chat.RuntimeChatService.complete",
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lambda *_args, **_kwargs: None,
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)
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session_factory = build_session_factory()
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with session_factory() as db:
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employee = Employee(
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employee_no="E9011",
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name="张三",
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email="emp-blocked@example.com",
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)
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claim = ExpenseClaim(
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id="claim-next-step-blocked",
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claim_no="EXP-202605-002",
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employee=employee,
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employee_id=employee.id,
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employee_name="张三",
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department_name="待补充",
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expense_type="office",
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reason="采购办公用品",
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location="上海",
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amount=Decimal("128.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 5, 20, 9, 0, tzinfo=UTC),
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status="draft",
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approval_stage="待提交",
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items=[
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ExpenseClaimItem(
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item_date=date(2026, 5, 20),
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item_type="office",
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item_reason="采购办公用品",
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item_location="上海",
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item_amount=Decimal("128.00"),
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invoice_id="office-invoice.png",
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)
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],
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)
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db.add_all([employee, claim])
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db.commit()
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response = OrchestratorService(db).run(
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OrchestratorRequest(
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source="user_message",
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user_id="emp-blocked@example.com",
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message="我已核对右侧识别结果，请进入下一步。",
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context_json={
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"review_action": "next_step",
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"draft_claim_id": claim.id,
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"attachment_count": 1,
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"name": "张三",
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},
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)
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)
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result = response.result
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review_payload = result["review_payload"]
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actions = {
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str(item.get("action_type") or "").strip()
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for item in review_payload["confirmation_actions"]
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}
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assert response.status == "succeeded"
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assert result["draft_payload"]["status"] == "draft"
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assert response.conversation_id
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assert AgentConversationService(db).get_conversation(response.conversation_id) is not None
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assert "AI预审暂未通过" in result["answer"]
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assert "所属部门未完善" in result["answer"]
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assert "next_step" not in actions
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assert "save_draft" in actions
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assert any(
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"所属部门未完善" in str(item.get("content") or "")
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for item in review_payload["risk_briefs"]
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)
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def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_prompt() -> None:
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session_factory = build_session_factory()
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with session_factory() as db:
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service = AgentConversationService(db)
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conversation = service.get_or_create_conversation(
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conversation_id="conv-review-type-lock",
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user_id="emp-review-type@example.com",
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source="user_message",
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context_json={
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"session_type": "expense",
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"draft_claim_id": "claim-old",
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"attachment_names": ["old-train-ticket.pdf"],
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"attachment_count": 1,
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"review_form_values": {
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"expense_type": "差旅费",
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"business_location": "北京",
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},
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},
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)
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fresh_context = service.hydrate_context_json(
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conversation=conversation,
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context_json={"draft_claim_id": "claim-old"},
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message="业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销",
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)
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continued_context = service.hydrate_context_json(
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conversation=conversation,
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context_json={},
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message="继续补充酒店发票",
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)
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assert "draft_claim_id" not in fresh_context
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assert "attachment_names" not in fresh_context
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assert "review_form_values" not in fresh_context
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assert fresh_context["conversation_state"]["review_form_values"]["expense_type"] == "差旅费"
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assert continued_context["draft_claim_id"] == "claim-old"
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assert continued_context["review_form_values"]["expense_type"] == "差旅费"
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def test_orchestrator_history_query_filters_location_time_and_returns_real_amount(
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monkeypatch,
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) -> None:
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monkeypatch.setattr(
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"app.services.runtime_chat.RuntimeChatService.complete",
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lambda *_args, **_kwargs: None,
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)
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session_factory = build_session_factory()
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with session_factory() as db:
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employee = Employee(
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id="emp-history-query",
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employee_no="E9020",
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name="张三",
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email="history-query@example.com",
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)
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beijing_claim = ExpenseClaim(
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id="claim-history-beijing",
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claim_no="EXP-202506-001",
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employee=employee,
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employee_id=employee.id,
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employee_name="张三",
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department_name="交付部",
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expense_type="travel",
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reason="去北京支持客户项目",
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location="北京",
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amount=Decimal("321.45"),
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currency="CNY",
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invoice_count=2,
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occurred_at=datetime(2025, 6, 18, 9, 0, tzinfo=UTC),
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submitted_at=datetime(2025, 6, 19, 10, 0, tzinfo=UTC),
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status="paid",
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approval_stage="已入账",
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)
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shanghai_claim = ExpenseClaim(
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id="claim-history-shanghai",
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claim_no="EXP-202507-001",
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employee=employee,
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employee_id=employee.id,
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employee_name="张三",
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department_name="交付部",
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expense_type="travel",
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reason="去上海支持项目",
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location="上海",
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amount=Decimal("888.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2025, 7, 8, 9, 0, tzinfo=UTC),
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submitted_at=datetime(2025, 7, 9, 10, 0, tzinfo=UTC),
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status="paid",
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approval_stage="已入账",
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)
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current_year_claim = ExpenseClaim(
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id="claim-history-beijing-current",
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claim_no="EXP-202601-001",
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employee=employee,
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employee_id=employee.id,
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employee_name="张三",
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department_name="交付部",
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expense_type="travel",
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reason="去北京支持年度项目",
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location="北京",
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amount=Decimal("666.00"),
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currency="CNY",
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invoice_count=1,
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occurred_at=datetime(2026, 1, 8, 9, 0, tzinfo=UTC),
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submitted_at=datetime(2026, 1, 9, 10, 0, tzinfo=UTC),
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status="paid",
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approval_stage="已入账",
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)
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db.add_all([employee, beijing_claim, shanghai_claim, current_year_claim])
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db.commit()
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response = OrchestratorService(db).run(
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OrchestratorRequest(
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source="user_message",
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user_id="history-query@example.com",
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message="我去年去北京报销的单据",
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context_json={
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"client_now_iso": "2026-05-21T04:00:00.000Z",
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"client_timezone_offset_minutes": -480,
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},
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)
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)
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query_payload = response.result["query_payload"]
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assert response.status == "succeeded"
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assert response.trace_summary.scenario == "expense"
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assert response.trace_summary.intent == "query"
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assert query_payload["record_count"] == 1
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assert query_payload["total_amount"] == 321.45
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assert [item["claim_no"] for item in query_payload["records"]] == ["EXP-202506-001"]
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assert "321.45" in response.result["answer"]
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def test_orchestrator_expense_preview_does_not_persist_claim_before_user_action(
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monkeypatch,
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) -> None:
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monkeypatch.setattr(
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"app.services.runtime_chat.RuntimeChatService.complete",
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lambda *_args, **_kwargs: None,
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)
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session_factory = build_session_factory()
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with session_factory() as db:
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employee = Employee(
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employee_no="E9030",
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name="预览员工",
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email="preview-orchestrator@example.com",
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)
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db.add(employee)
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db.commit()
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response = OrchestratorService(db).run(
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OrchestratorRequest(
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source="user_message",
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user_id="preview-orchestrator@example.com",
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message="业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报",
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context_json={
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"name": "预览员工",
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"user_input_text": "业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报",
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},
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)
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)
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user_claims = [
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claim
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for claim in db.query(ExpenseClaim).all()
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if claim.employee_name == "预览员工"
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]
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assert response.status == "succeeded"
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assert response.result.get("review_payload") is not None
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assert response.result.get("draft_payload") is None
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assert "交通费通常以实际票据金额为基础" in response.result["answer"]
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assert user_claims == []
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def test_orchestrator_prompts_scene_choices_before_review_for_fresh_ambiguous_expense(
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monkeypatch,
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) -> None:
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monkeypatch.setattr(
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"app.services.runtime_chat.RuntimeChatService.complete",
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lambda *_args, **_kwargs: None,
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)
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session_factory = build_session_factory()
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with session_factory() as db:
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service = AgentConversationService(db)
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conversation = service.get_or_create_conversation(
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conversation_id="conv-scene-choice",
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user_id="emp-scene-choice@example.com",
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source="user_message",
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context_json={
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"session_type": "expense",
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"draft_claim_id": "claim-old",
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"review_form_values": {
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"expense_type": "差旅费",
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"business_location": "北京",
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},
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},
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)
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response = OrchestratorService(db).run(
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OrchestratorRequest(
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source="user_message",
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user_id="emp-scene-choice@example.com",
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conversation_id=conversation.conversation_id,
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message="业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销",
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context_json={
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"session_type": "expense",
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"draft_claim_id": "claim-old",
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},
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)
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)
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result = response.result
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assert response.status == "succeeded"
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assert result.get("review_payload") is None
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assert result.get("draft_payload") is None
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assert "请先在下面选择报销场景" in result["answer"]
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assert [item["label"] for item in result["suggested_actions"][:3]] == ["差旅费", "交通费", "住宿费"]
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