feat: 完善报销单审批流程及退回原因追踪

新增直属领导审批通过接口和审批待办列表查询，报销单退回支持原因码分类和审批环节标记，优化票据附件去重和路径回退查找，前端新增退回原因对话框、审批收件箱和工作台图标组件，补充工具函数和单元测试覆盖。
2026-05-20 21:00:47 +08:00
parent f8b25a7ccc
commit 002bf4f756
62 changed files with 5331 additions and 2101 deletions
--- a/web/src/views/scripts/travelRequestDetailInsights.js
+++ b/web/src/views/scripts/travelRequestDetailInsights.js
@@ -0,0 +1,290 @@
+const DOCUMENT_TYPE_LABELS = {
+  flight_itinerary: '机票/航班行程单',
+  train_ticket: '火车/高铁票',
+  hotel_invoice: '酒店住宿票据',
+  taxi_receipt: '出租车/网约车票据',
+  parking_toll_receipt: '停车/通行费票据',
+  meal_receipt: '餐饮票据',
+  office_invoice: '办公用品票据',
+  meeting_invoice: '会议/会务票据',
+  training_invoice: '培训票据',
+  vat_invoice: '增值税发票',
+  receipt: '一般收据/凭证',
+  other: '其他单据'
+}
+
+function normalizeText(value) {
+  return String(value || '').trim()
+}
+
+function uniqueTexts(values) {
+  return [...new Set(values.map((item) => normalizeText(item)).filter(Boolean))]
+}
+
+function normalizeTone(value) {
+  const tone = normalizeText(value).toLowerCase()
+  if (tone === 'pass') return 'pass'
+  if (tone === 'high') return 'high'
+  if (tone === 'medium') return 'medium'
+  if (tone === 'low') return 'low'
+  return 'medium'
+}
+
+function resolveDocumentTypeLabel(value) {
+  return DOCUMENT_TYPE_LABELS[normalizeText(value)] || DOCUMENT_TYPE_LABELS.other
+}
+
+function normalizeRuleBasis(value) {
+  if (Array.isArray(value)) {
+    return value.map((item) => normalizeText(item)).filter(Boolean)
+  }
+
+  const text = normalizeText(value)
+  return text ? [text] : []
+}
+
+export function buildAttachmentInsightViewModel(metadata, item = {}) {
+  if (!metadata) {
+    return null
+  }
+
+  const documentInfo = metadata.document_info || {}
+  const requirementCheck = metadata.requirement_check || null
+  const analysis = metadata.analysis || null
+  const documentTypeLabel =
+    normalizeText(documentInfo.document_type_label) || resolveDocumentTypeLabel(documentInfo.document_type)
+  const fields = Array.isArray(documentInfo.fields)
+    ? documentInfo.fields
+      .map((field) => ({
+        label: normalizeText(field?.label),
+        value: normalizeText(field?.value)
+      }))
+      .filter((field) => field.label && field.value)
+      .map((field) => `${field.label}：${field.value}`)
+    : []
+  const ruleBasis = uniqueTexts([
+    ...normalizeRuleBasis(analysis?.rule_basis || analysis?.ruleBasis),
+    ...normalizeRuleBasis(requirementCheck?.rule_basis || requirementCheck?.ruleBasis),
+    normalizeText(requirementCheck?.message),
+    documentTypeLabel ? `票据识别依据：系统将附件识别为${documentTypeLabel}。` : '',
+    normalizeText(item?.name) ? `费用项目依据：当前明细为${normalizeText(item.name)}。` : ''
+  ])
+
+  return {
+    fileName: normalizeText(metadata.file_name || item.attachmentHint || item.invoiceId),
+    mediaType: normalizeText(metadata.media_type),
+    previewable: metadata.previewable !== false,
+    documentTypeLabel,
+    requirementLabel: requirementCheck
+      ? (requirementCheck.matches ? '符合当前费用类型' : '不符合当前费用类型')
+      : '待校验附件类型',
+    requirementTone: requirementCheck
+      ? (requirementCheck.matches ? 'pass' : 'high')
+      : 'medium',
+    message: normalizeText(requirementCheck?.message),
+    fields: fields.slice(0, 8),
+    ruleBasis,
+    analysis: analysis
+      ? {
+        label: normalizeText(analysis.label) || 'AI提示',
+        tone: normalizeTone(analysis.severity),
+        headline: normalizeText(analysis.headline) || normalizeText(analysis.label) || 'AI提示',
+        summary: normalizeText(analysis.summary),
+        points: Array.isArray(analysis.points) ? analysis.points.map((point) => normalizeText(point)).filter(Boolean) : [],
+        suggestion: normalizeText(analysis.suggestion)
+      }
+      : null
+  }
+}
+
+function buildCardSuggestion(analysis, insight) {
+  return (
+    normalizeText(analysis?.suggestion)
+    || normalizeText(insight?.message)
+    || '请根据规则依据核对附件和费用明细，必要时补充说明、更换附件或调整费用项目。'
+  )
+}
+
+function buildRiskCardFromPoint({ item, index, point, pointIndex, insight, analysis }) {
+  const tone = normalizeTone(analysis?.severity)
+  const label = normalizeText(analysis?.label) || (tone === 'high' ? '高风险' : '中风险')
+
+  return {
+    id: `${normalizeText(item?.id) || `expense-${index}`}-${pointIndex}`,
+    tone,
+    label,
+    title: `第 ${index + 1} 条：${normalizeText(analysis?.headline) || normalizeText(item?.name) || '附件风险'}`,
+    risk: normalizeText(point) || normalizeText(analysis?.summary) || '附件存在待核对风险。',
+    summary: normalizeText(analysis?.summary),
+    ruleBasis: insight?.ruleBasis?.length ? insight.ruleBasis : ['系统根据附件识别结果与费用项目规则进行比对。'],
+    suggestion: buildCardSuggestion(analysis, insight)
+  }
+}
+
+function parseReturnCount(flag) {
+  const count = Number(flag?.return_count ?? flag?.returnCount ?? 0)
+  return Number.isFinite(count) && count > 0 ? Math.floor(count) : 0
+}
+
+function resolveLatestManualReturnFlag(flags) {
+  const manualReturnFlags = flags.filter(
+    (flag) => flag && typeof flag === 'object' && normalizeText(flag.source) === 'manual_return'
+  )
+  if (!manualReturnFlags.length) {
+    return null
+  }
+
+  return manualReturnFlags.reduce((latest, flag) => {
+    const latestCount = parseReturnCount(latest)
+    const nextCount = parseReturnCount(flag)
+    if (nextCount !== latestCount) {
+      return nextCount > latestCount ? flag : latest
+    }
+
+    const latestTime = Date.parse(normalizeText(latest?.created_at || latest?.createdAt))
+    const nextTime = Date.parse(normalizeText(flag?.created_at || flag?.createdAt))
+    if (Number.isFinite(nextTime) && (!Number.isFinite(latestTime) || nextTime >= latestTime)) {
+      return flag
+    }
+
+    return latest
+  }, manualReturnFlags[0])
+}
+
+function buildManualReturnRiskCard(flag) {
+  if (!flag) {
+    return null
+  }
+
+  const returnCount = parseReturnCount(flag)
+  const stageReturnCount = Number(flag.stage_return_count ?? flag.stageReturnCount ?? 0)
+  const returnStage = normalizeText(flag.return_stage || flag.returnStage || flag.previous_approval_stage)
+  const riskPoints = Array.isArray(flag.risk_points || flag.riskPoints)
+    ? (flag.risk_points || flag.riskPoints).map((item) => normalizeText(item)).filter(Boolean)
+    : []
+  const risk = normalizeText(flag.message || flag.reason || flag.summary) || '审批人退回该单据，请补充后重新提交。'
+  const ruleBasis = uniqueTexts([
+    returnCount ? `累计退回 ${returnCount} 次。` : '',
+    returnStage ? `本次退回环节：${returnStage}。` : '',
+    stageReturnCount > 0 ? `该环节累计退回 ${Math.floor(stageReturnCount)} 次。` : '',
+    ...riskPoints.map((item) => `退回风险点：${item}。`)
+  ])
+
+  return {
+    id: `manual-return-${returnCount || 'latest'}`,
+    tone: 'medium',
+    label: '退回原因',
+    title: returnCount ? `第 ${returnCount} 次退回` : '审批退回',
+    risk,
+    summary: normalizeText(flag.reason),
+    ruleBasis: ruleBasis.length ? ruleBasis : ['审批人已退回该单据。'],
+    suggestion: '请按退回原因补充材料、修正明细或完善说明后重新提交。'
+  }
+}
+
+export function buildAttachmentRiskCards({
+  expenseItems = [],
+  attachmentMetaByItemId = {},
+  claimRiskFlags = []
+} = {}) {
+  const attachmentCards = expenseItems.flatMap((item, index) => {
+    if (!item?.invoiceId) {
+      return []
+    }
+
+    const metadata = attachmentMetaByItemId[item.id]
+    const insight = buildAttachmentInsightViewModel(metadata, item)
+    const analysis = metadata?.analysis
+    const tone = normalizeTone(analysis?.severity)
+    if (!analysis || !['medium', 'high'].includes(tone)) {
+      return []
+    }
+
+    const points = Array.isArray(analysis.points) && analysis.points.length
+      ? analysis.points
+      : [analysis.summary || analysis.headline || analysis.label]
+
+    return points
+      .map((point, pointIndex) => buildRiskCardFromPoint({ item, index, point, pointIndex, insight, analysis }))
+      .filter((card) => card.risk)
+  })
+
+  const normalizedClaimRiskFlags = Array.isArray(claimRiskFlags) ? claimRiskFlags : []
+  const latestManualReturnCard = buildManualReturnRiskCard(resolveLatestManualReturnFlag(normalizedClaimRiskFlags))
+  const claimCards = normalizedClaimRiskFlags
+      .map((flag, index) => {
+        if (flag && typeof flag === 'object' && normalizeText(flag.source) === 'manual_return') {
+          return null
+        }
+
+        if (!flag || typeof flag !== 'object') {
+          const risk = normalizeText(flag)
+          return risk
+            ? {
+              id: `claim-risk-${index}`,
+              tone: 'medium',
+              label: '单据风险',
+              title: '单据风险提示',
+              risk,
+              summary: '',
+              ruleBasis: ['系统预审规则命中该风险提示。'],
+              suggestion: '请结合业务背景补充说明或调整单据后再提交。'
+            }
+            : null
+        }
+
+        const tone = normalizeTone(flag.severity)
+        if (!['medium', 'high'].includes(tone)) {
+          return null
+        }
+
+        return {
+          id: `claim-risk-${index}`,
+          tone,
+          label: normalizeText(flag.label) || (tone === 'high' ? '高风险' : '中风险'),
+          title: normalizeText(flag.label) || '单据风险提示',
+          risk: normalizeText(flag.message || flag.reason || flag.summary),
+          summary: normalizeText(flag.summary),
+          ruleBasis: normalizeRuleBasis(flag.rule_basis || flag.ruleBasis).length
+            ? normalizeRuleBasis(flag.rule_basis || flag.ruleBasis)
+            : ['系统预审规则命中该风险提示。'],
+          suggestion: normalizeText(flag.suggestion) || '请结合业务背景补充说明或调整单据后再提交。'
+        }
+      })
+      .filter(Boolean)
+  if (latestManualReturnCard) {
+    claimCards.unshift(latestManualReturnCard)
+  }
+
+  return [...attachmentCards, ...claimCards]
+}
+
+export function buildAiAdviceViewModel({ completionItems = [], riskCards = [] } = {}) {
+  const normalizedCompletionItems = completionItems.map((item) => normalizeText(item)).filter(Boolean)
+  const normalizedRiskCards = riskCards.filter(Boolean)
+  const hasHighRisk = normalizedRiskCards.some((card) => card.tone === 'high')
+
+  if (!normalizedCompletionItems.length && !normalizedRiskCards.length) {
+    return {
+      tone: 'ready',
+      badge: '可直接提交',
+      summary: 'AI判断当前草稿已具备提交条件，可以直接发起审批。',
+      items: [
+        '点击右下角“提交审批”进入流程。',
+        '提交前再核对一次合计金额与各条费用明细金额是否一致。',
+        '如有特殊业务背景或例外情况，可在下方附加说明中补充。'
+      ],
+      riskCards: []
+    }
+  }
+
+  return {
+    tone: hasHighRisk ? 'warning' : 'pending',
+    badge: hasHighRisk ? '优先整改' : '待核对',
+    summary: normalizedRiskCards.length
+      ? `AI已整理出 ${normalizedRiskCards.length} 个风险点，请逐项核对规则依据和修改建议。`
+      : '建议先补齐必填信息，完成后即可提交审批。',
+    items: normalizedCompletionItems,
+    riskCards: normalizedRiskCards
+  }
+}