fix(v2): 修复预审模型字段表三处缺陷并留出工具预算余量

- 补 8 个标准字段（还款来源/涉诉/增信/保证金/保险/客户名称），对齐原生方法文档声明的 inputs - 字段守卫改为比对标准字段表，不再把"标准字段但本次无数据"误判为未知字段 - 向模型下发 standard_fields 并在提示词约束字段名，避免自造派生指标 - 补 insurance./deposit. 维度前缀；方案预算 12→18、120s→180s，版本升 1.1.0 实测（临时库 + DeepSeek）：模型类技能由 failed 转为 partial（部分 unknown 属如实标注），降级记录为空，工具调用 11 次。字段表三处为代码层改动，对既有库即时生效。验证：scripts/verify.py 11/11 PASS，531 项单测。 Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-09-30 17:38:28 +08:00
parent 962d4250dd
commit 4df80c0053
4 changed files with 24 additions and 9 deletions
@@ -20,8 +20,16 @@ FIELDS = {
    "financial_assets": "financial.total_assets", "credit_overdue_count": "credit.overdue_count",
    "credit_report_date": "credit.report_date",
    "facility_term": "facility.term",
+    # 补齐原生方法文档声明、而 S1 字段表原本缺失的字段族：还款来源、涉诉、增信、保证金、保险、客户名称。
+    # 依据：skills/*/SKILL.md 的 inputs 声明，以及 REVIEW_TOPICS 已预设的 customer./repayment./legal./guarantee. 前缀。
+    "customer_name": "customer.name",
+    "repayment_source_type": "repayment.source_type", "repayment_annual_amount": "repayment.annual_amount",
+    "legal_case_count": "legal.case_count", "legal_amount": "legal.amount",
+    "guarantee_amount": "guarantee.amount", "deposit_amount": "deposit.amount",
+    "insurance_amount": "insurance.amount",
 }
-NUMERIC = set(FIELDS.values()) - {"collection.dependency", "collection.evidence", "credit.report_date"}
+NUMERIC = set(FIELDS.values()) - {"collection.dependency", "collection.evidence", "credit.report_date",
+                                  "customer.name", "repayment.source_type"}
 LIMIT = 10 * 1024 * 1024


@@ -30,7 +38,7 @@ def scalar(field, value):
        return None
    if field in NUMERIC:
        result = number(value)
-        if field in ("lease.duplicate_count", "credit.overdue_count") and (result < 0 or result != result.to_integral_value()):
+        if field in ("lease.duplicate_count", "credit.overdue_count", "legal.case_count") and (result < 0 or result != result.to_integral_value()):
            raise ValueError("数量必须为非负整数")
        if field in ("facility.amount", "lease.total_value") and result <= 0:
            raise ValueError("融资金额和租赁物价值必须为正数")
@@ -13,6 +13,7 @@ from langchain_openai import ChatOpenAI
 from pydantic import BaseModel, ConfigDict, Field, field_validator

 from graph.agent import agent_manager
+from services.assistant_materials import FIELDS


 class ModelCheck(BaseModel):
@@ -82,6 +83,8 @@ PROMPT = """你是兴邦项目核查助手，必须通过受限工具读取本
 必须读取 read_project_snapshot、read_checks；每个选中方法都用 read_method 读取。
 输出一个JSON对象，只含 findings 和 requirement_response。findings 每项字段为 code（稳定英文码）、title、result
 （pass/issue/unknown/not_applicable）、evidence_ids（真实证据ID数组）、fields（标准字段数组）、suggested_action。
+fields 每项必须**逐字**取自本次任务给出的 standard_fields 列表；不得自造字段名，也不得使用派生指标名
+（如负债率、流动比率）；派生值只能引用程序已计算的 metrics.* 。清单里没有的字段，说明该项无法核查。
 没有依据不得判定pass/issue。缺失资料标unknown，证据只能引用冻结快照。不得引用其他项目经验中的客户信息。
 requirement_response必须是一个普通字符串，不得输出对象或数组；逐项说明是否完成用户要求，无法验证要明确说明。
 示例顶层结构：{"findings": [], "requirement_response": "已读取授权事实并完成核查。"}。不要Markdown围栏。"""
@@ -134,6 +137,7 @@ def invoke(skill, snapshot, checks, rules, requirement, experiences, model_confi
    available = [read_project_snapshot, read_document, read_checks, read_method, read_experiences]
    selected = [t for t in available if t.name in skill["allowed_tools"]]
    task = {"instructions": skill.get("instructions"), "requirement": requirement, "methods": list(skill.get("methods", {})),
+            "standard_fields": sorted(FIELDS.values()),
            "documents": [{"id": d["id"], "name": d["name"]} for d in snapshot["documents"]]}
    prompt = PROMPT
    if feedback:
@@ -153,7 +157,6 @@ def invoke(skill, snapshot, checks, rules, requirement, experiences, model_confi
    if feedback and parsed.experience_proposal is None:
        raise ValueError("模型未返回结构化经验草稿")
    if parsed.experience_proposal:
-        from services.assistant_materials import FIELDS
        proposal = parsed.experience_proposal
        if not proposal.conditions or set(proposal.conditions) - set(FIELDS.values()) or proposal.required_field not in FIELDS.values() or proposal.exception_field not in FIELDS.values() or proposal.required_field in proposal.conditions:
            raise ValueError("经验草稿的触发条件或执行字段无效")
@@ -168,7 +171,11 @@ def invoke(skill, snapshot, checks, rules, requirement, experiences, model_confi
            raise ValueError("模型结论缺少证据")
        if any("document:" + document_evidence[e] not in reads for e in finding.evidence_ids if e in document_evidence):
            raise ValueError("模型引用了尚未读取的材料片段")
-        if set(finding.fields) - set(snapshot["values"]):
-            raise ValueError("模型引用未知字段")
+        # 白名单比的是**标准字段表**，不是"当前恰好有值的字段"：
+        # 后者会把"标准字段但本次无数据"误判成未知字段，与提示词"缺失资料标 unknown"相矛盾。
+        # 仍是封闭白名单——表外字段一样被拒，模型不能自造指标。
+        unknown = sorted(set(finding.fields) - set(FIELDS.values()))
+        if unknown:
+            raise ValueError("模型引用未知字段：" + ",".join(unknown))
        seen.add(finding.code)
    return parsed.model_dump(), {"engine": result["engine"], "tool_calls": count[0], "tools_read": sorted(reads), "model": model_config["name"]}
@@ -52,8 +52,8 @@ def seed_components():
             {"id": "judgment", "title": "待决策事项", "dependencies": ["*"]}]},
    ]
    items += [
-        {"id": "corporate.default", "kind": "plan", "name": "对公送审前检查（兼容）", "audience": ["manager"], "run_kind": "pre_review", "skills": [s["id"] for s in skills], "rules": ["demo.coverage"], "template": "template.due-diligence", "legacy_plan_id": "plan-default", "budget": {"timeout_seconds": 120, "max_tool_calls": 12}, "dependencies": []},
-        {"id": "corporate.pre-review", "kind": "plan", "name": "客户经理AI预审", "audience": ["manager"], "run_kind": "pre_review", "skills": [s["id"] for s in skills], "rules": ["demo.coverage"], "template": "template.ai-pre-review", "legacy_plan_id": "plan-default", "budget": {"timeout_seconds": 120, "max_tool_calls": 12}, "dependencies": []},
+        {"id": "corporate.default", "kind": "plan", "version": "1.1.0", "name": "对公送审前检查（兼容）", "audience": ["manager"], "run_kind": "pre_review", "skills": [s["id"] for s in skills], "rules": ["demo.coverage"], "template": "template.due-diligence", "legacy_plan_id": "plan-default", "budget": {"timeout_seconds": 180, "max_tool_calls": 18}, "dependencies": []},
+        {"id": "corporate.pre-review", "kind": "plan", "version": "1.1.0", "name": "客户经理AI预审", "audience": ["manager"], "run_kind": "pre_review", "skills": [s["id"] for s in skills], "rules": ["demo.coverage"], "template": "template.ai-pre-review", "legacy_plan_id": "plan-default", "budget": {"timeout_seconds": 180, "max_tool_calls": 18}, "dependencies": []},
        {"id": "corporate.independent-review", "kind": "plan", "name": "评审员独立复核", "audience": ["reviewer"], "run_kind": "independent_review", "skills": [s["id"] for s in skills if s["id"] != "corporate.analysis"] + ["review.analysis"], "rules": ["demo.coverage"], "template": "template.independent-review", "legacy_plan_id": "plan-default", "budget": {"timeout_seconds": 180, "max_tool_calls": 18}, "dependencies": []},
        {"id": "corporate.business-sql", "kind": "plan", "name": "多表业务库AI预审", "audience": ["manager"], "run_kind": "pre_review", "skills": [s["id"] for s in skills if s["id"] != "corporate.coverage"], "rules": ["demo.coverage"], "template": "template.ai-pre-review", "legacy_plan_id": "plan-business-sql", "budget": {"timeout_seconds": 120, "max_tool_calls": 12}, "dependencies": []},
    ]
@@ -21,8 +21,8 @@ TERMINAL = {"completed", "partial", "failed", "cancelled"}
 REVIEW_TOPICS = (
    {"id": "subject", "title": "主体信息", "prefixes": ("project.", "customer.", "corporate.")},
    {"id": "financial", "title": "财务与现金流", "prefixes": ("financial.", "due_diligence.", "metrics.")},
-    {"id": "lease_asset", "title": "租赁物", "prefixes": ("lease.", "asset.")},
-    {"id": "enhancement", "title": "增信措施", "prefixes": ("guarantee.", "enhancement.")},
+    {"id": "lease_asset", "title": "租赁物", "prefixes": ("lease.", "asset.", "insurance.")},
+    {"id": "enhancement", "title": "增信措施", "prefixes": ("guarantee.", "enhancement.", "deposit.")},
    {"id": "credit_legal", "title": "征信与涉诉", "prefixes": ("credit.", "legal.", "lawsuit.")},
    {"id": "transaction", "title": "交易结构与还款", "prefixes": ("facility.", "collection.", "repayment.")},
 )