feat: 凭证生成、成本分析、AI问答、前端页面、集成测试与E2E测试
- 后端: 凭证生成引擎、金蝶导出器、凭证模板服务 - 后端: 成本分析服务、AI问答服务 - 后端: 科目映射CRUD API、分析API、QA API - 后端: 集成测试(认证/任务/凭证) 49个测试全部通过 - 前端: 凭证管理、成本分析、导出中心、知识库、系统设置页面 - 前端: AuthGuard认证守卫、Dashboard AI聊天功能 - 前端: Playwright E2E测试 16 passed, 1 skipped - 基础设施: Docker Compose、Nginx反向代理、.env.example - 文档: 用户手册、管理员手册、发布检查清单
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"""
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预置问题问答服务
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根据任务状态生成预置问题，并基于真实数据回答用户问题
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"""
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import json
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import logging
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from typing import List
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from app.core.config import get_settings
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from app.services.analysis.cost_calculator import CostCalculatorService
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logger = logging.getLogger(__name__)
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settings = get_settings()
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# 预置问题模板
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PRESET_QUESTIONS = {
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"CREATED": [
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"本月需要对账哪些文件？",
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"如何开始一个新的对账任务？",
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],
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"FILES_UPLOADED": [
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"本月还缺哪些文件？",
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"文件上传后下一步做什么？",
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],
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"PARSING": [
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"文件解析需要多长时间？",
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"解析过程中发现了什么问题？",
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],
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"WAITING_MAPPING_CONFIRM": [
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"哪些字段需要人工确认？",
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"AI 识别的准确率如何？",
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"低置信度字段有哪些？",
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],
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"MAPPING_CONFIRMED": [
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"字段映射确认后下一步做什么？",
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"可以开始对账了吗？",
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],
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"RECONCILING": [
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"对账进度如何？",
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"对账过程中发现了什么异常？",
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],
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"COMPLETED": [
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"本次对账发现了多少异常？",
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"哪些异常最严重？",
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"本月人工成本是多少？",
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"为什么本月人工成本上涨？",
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"哪些部门变化最大？",
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"现在可以生成金蝶凭证吗？",
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],
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"FAILED": [
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"对账失败的原因是什么？",
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"如何修复错误？",
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],
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}
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# 问题到数据查询的映射
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QUESTION_KEYWORDS = {
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"异常": "exceptions",
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"成本": "cost",
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"上涨": "cost",
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"下降": "cost",
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"部门": "department",
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"凭证": "voucher",
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"文件": "files",
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"字段": "fields",
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"置信度": "fields",
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}
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class QAService:
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"""预置问题问答服务"""
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def __init__(self, db):
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self.db = db
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self.cost_calculator = CostCalculatorService(db)
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async def get_suggested_questions(self, task_id: int, context: str = "") -> List[str]:
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"""
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根据当前任务状态生成合适的预置问题
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Args:
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task_id: 任务ID
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context: 上下文信息（可选）
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Returns:
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预置问题列表（5-8个）
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"""
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from app.models.reconciliation_task import ReconciliationTask
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task = await self.db.get(ReconciliationTask, task_id)
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if not task:
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return PRESET_QUESTIONS.get("CREATED", [])
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status = task.status
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questions = PRESET_QUESTIONS.get(status, []).copy()
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# 如果 context 指定了特定场景，追加相关问题
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if context == "cost_analysis":
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cost_questions = [
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"本月人工成本是多少？",
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"为什么本月人工成本上涨？",
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"哪些部门变化最大？",
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"社保和公积金成本占比如何？",
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"新增员工对成本的影响有多大？",
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]
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questions = cost_questions
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# 确保至少5个问题
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if len(questions) < 5:
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questions.extend(PRESET_QUESTIONS.get("COMPLETED", [])[: 5 - len(questions)])
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return questions[:8]
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async def answer_preset_question(self, task_id: int, question: str) -> str:
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"""
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回答预置问题
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Args:
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task_id: 任务ID
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question: 用户问题
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Returns:
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包含数据点的简洁答案
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"""
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# 根据问题关键词决定数据来源
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data_type = self._classify_question(question)
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if data_type == "cost":
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return await self._answer_cost_question(task_id, question)
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elif data_type == "exceptions":
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return await self._answer_exception_question(task_id, question)
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elif data_type == "department":
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return await self._answer_department_question(task_id, question)
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elif data_type == "files":
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return await self._answer_files_question(task_id, question)
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elif data_type == "fields":
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return await self._answer_fields_question(task_id, question)
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elif data_type == "voucher":
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return "凭证生成功能即将上线，请先完成对账和异常处理。"
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else:
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return await self._answer_with_ai(task_id, question)
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def _classify_question(self, question: str) -> str:
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"""根据问题关键词分类"""
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for keyword, data_type in QUESTION_KEYWORDS.items():
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if keyword in question:
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return data_type
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return "general"
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async def _answer_cost_question(self, task_id: int, question: str) -> str:
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"""回答成本相关问题"""
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summary = await self.cost_calculator.calculate_total_cost(task_id)
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if "上涨" in question or "增加" in question or "变化" in question:
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changes = await self.cost_calculator.analyze_cost_changes(task_id, task_id)
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new_cost = changes.get("new_employee_cost", 0)
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left_cost = changes.get("left_employee_saving", 0)
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adj_cost = changes.get("adjustment_cost", 0)
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return (
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f"本月人工成本总额 {summary.total_cost:.2f} 元，"
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f"其中工资 {summary.salary_cost:.2f} 元、社保 {summary.social_security_cost:.2f} 元、公积金 {summary.fund_cost:.2f} 元。"
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f"新增员工增加成本 {new_cost:.2f} 元，离职员工减少 {left_cost:.2f} 元，薪资调整净变化 {adj_cost:.2f} 元。"
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)
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return (
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f"本月人工成本总额 {summary.total_cost:.2f} 元，"
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f"共 {summary.employee_count} 人。"
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f"其中工资成本 {summary.salary_cost:.2f} 元，"
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f"社保成本 {summary.social_security_cost:.2f} 元，"
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f"公积金成本 {summary.fund_cost:.2f} 元。"
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)
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async def _answer_department_question(self, task_id: int, question: str) -> str:
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"""回答部门相关问题"""
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dept_costs = await self.cost_calculator.calculate_by_department(task_id)
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if not dept_costs:
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return "暂无部门成本数据。"
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sorted_depts = sorted(dept_costs, key=lambda d: d.total_cost, reverse=True)
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top_dept = sorted_depts[0]
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return (
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f"共 {len(sorted_depts)} 个部门，"
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f"成本最高的是 {top_dept.department}（{top_dept.total_cost:.2f} 元，{top_dept.employee_count} 人），"
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f"其次是 {sorted_depts[1].department if len(sorted_depts) > 1 else '无'}。"
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)
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async def _answer_exception_question(self, task_id: int, question: str) -> str:
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"""回答异常相关问题"""
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from app.models.exception_item import ExceptionItem
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from sqlalchemy import select, func
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count_result = await self.db.execute(
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select(func.count(ExceptionItem.id)).where(ExceptionItem.task_id == task_id)
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)
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total = count_result.scalar() or 0
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high_result = await self.db.execute(
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select(func.count(ExceptionItem.id)).where(
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ExceptionItem.task_id == task_id,
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ExceptionItem.severity == "HIGH",
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)
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)
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high_count = high_result.scalar() or 0
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if "严重" in question:
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return f"本次对账共发现 {total} 个异常，其中高严重程度 {high_count} 个，建议优先处理。"
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return f"本次对账共发现 {total} 个异常，其中高严重程度 {high_count} 个。"
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async def _answer_files_question(self, task_id: int, question: str) -> str:
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"""回答文件相关问题"""
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from app.models.uploaded_file import UploadedFile
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from sqlalchemy import select
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result = await self.db.execute(
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select(UploadedFile).where(UploadedFile.task_id == task_id)
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)
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files = result.scalars().all()
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if not files:
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return "本月尚未上传任何文件，请上传工资表、社保表和个税表。"
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file_types = [f.file_type for f in files]
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missing = []
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if "工资表" not in file_types:
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missing.append("工资表")
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if "社保表" not in file_types:
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missing.append("社保表")
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if "个税表" not in file_types:
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missing.append("个税表")
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if missing:
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return f"已上传 {len(files)} 个文件，还缺少：{'、'.join(missing)}。"
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return f"已上传 {len(files)} 个文件（工资表、社保表、个税表），可以进入下一步。"
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async def _answer_fields_question(self, task_id: int, question: str) -> str:
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"""回答字段相关问题"""
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from app.models.field_mapping import FieldMapping
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from sqlalchemy import select, func
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low_result = await self.db.execute(
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select(func.count(FieldMapping.id)).where(
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FieldMapping.confidence < 0.7,
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FieldMapping.is_skipped == False,
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)
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)
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low_count = low_result.scalar() or 0
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total_result = await self.db.execute(
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select(func.count(FieldMapping.id))
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)
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total = total_result.scalar() or 0
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if "低置信度" in question or "确认" in question:
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return f"共有 {total} 个字段需要映射，其中 {low_count} 个低置信度字段需要人工确认。"
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return f"AI 共识别 {total} 个字段，其中 {low_count} 个低置信度字段需要人工确认。"
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async def _answer_with_ai(self, task_id: int, question: str) -> str:
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"""使用 AI 回答通用问题"""
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try:
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summary = await self.cost_calculator.calculate_total_cost(task_id)
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context = f"任务ID: {task_id}, 总成本: {summary.total_cost}, 员工数: {summary.employee_count}"
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prompt = f"基于以下数据回答问题：\n数据：{context}\n问题：{question}\n要求：简洁2-3句话，包含数字。"
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from app.services.ai.cost_analyzer import CostAnalyzerService
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analyzer = CostAnalyzerService()
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result = await analyzer._call_llm(prompt)
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return result.strip()
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except Exception as e:
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logger.error(f"AI 回答失败: {e}")
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return "暂无法回答该问题，请稍后重试。"
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