feat: 财务看板口径重构与半年模拟数据及报销状态注册表

- 重构 finance_dashboard 口径计算，新增模拟公司画像数据生成与筛选
- 引入 expense_claim_status_registry 统一报销状态流转
- 完善报销草稿流程、Item Sync 与本体解析器
- 优化总览页趋势图、分页组件与请求进度步骤
- 增强报销申请快速预览、本体工具与详情展示
- 新增半年报销模拟数据种子脚本与状态审计工具
- 补充财务看板、报销状态注册与模拟数据测试覆盖

web/src/utils/expenseApplicationDetail.js

@@ -30,6 +30,92 @@ function pickDetailValue(detail, request, keys = [], fallback = '') {
   return normalizeText(fallback)
 }
 
+function isTravelApplicationDetail(detail = {}, request = {}) {
+  const typeText = [
+    detail.application_type,
+    detail.applicationType,
+    request.typeCode,
+    request.typeLabel,
+    request.documentTypeLabel
+  ].map(normalizeText).join(' ')
+  return /travel_application|差旅|出差/.test(typeText)
+}
+
+function isEntertainmentApplicationDetail(detail = {}, request = {}) {
+  const typeText = [
+    detail.application_type,
+    detail.applicationType,
+    request.typeCode,
+    request.typeLabel
+  ].map(normalizeText).join(' ')
+  return /entertainment|招待/.test(typeText)
+}
+
+function extractDateRange(value) {
+  const dates = normalizeText(value).match(/\d{4}-\d{2}-\d{2}/g) || []
+  return {
+    startDate: dates[0] || '',
+    endDate: dates[dates.length - 1] || ''
+  }
+}
+
+function extractDayCount(value) {
+  const match = normalizeText(value).replace(/\s+/g, '').match(/(\d{1,2})天/)
+  return match ? Number(match[1]) || 0 : 0
+}
+
+function addDays(dateText, days) {
+  if (!dateText || days <= 1) {
+    return dateText
+  }
+  const date = new Date(`${dateText}T00:00:00`)
+  if (Number.isNaN(date.getTime())) {
+    return dateText
+  }
+  date.setDate(date.getDate() + days - 1)
+  const year = date.getFullYear()
+  const month = String(date.getMonth() + 1).padStart(2, '0')
+  const day = String(date.getDate()).padStart(2, '0')
+  return `${year}-${month}-${day}`
+}
+
+function buildApplicationTimeRows(detail, request) {
+  const timeValue = pickDetailValue(detail, request, ['time', 'occurredDisplay', 'period'], request.occurredDisplay)
+  if (!isProvided(timeValue)) {
+    return []
+  }
+
+  if (isTravelApplicationDetail(detail, request)) {
+    const days = extractDayCount(pickDetailValue(detail, request, ['days']))
+    const range = extractDateRange(timeValue)
+    const startDate = range.startDate || timeValue
+    const endDate = range.endDate && range.endDate !== range.startDate
+      ? range.endDate
+      : addDays(range.startDate, days)
+
+    return [
+      {
+        key: 'trip_start_time',
+        label: '出发时间',
+        value: startDate
+      },
+      {
+        key: 'trip_return_time',
+        label: '返回时间',
+        value: endDate
+      }
+    ]
+  }
+
+  return [
+    {
+      key: 'time',
+      label: isEntertainmentApplicationDetail(detail, request) ? '招待时间' : '申请时间',
+      value: timeValue
+    }
+  ]
+}
+
 export function buildApplicationDetailFactItems(request = {}) {
   const detail = resolveApplicationDetailPayload(request)
   const amountDisplay = normalizeText(request.amountDisplay || request.amount)
@@ -39,11 +125,7 @@ export function buildApplicationDetailFactItems(request = {}) {
       label: '申请类型',
       value: pickDetailValue(detail, request, ['application_type', 'typeLabel'], request.typeLabel)
     },
-    {
-      key: 'time',
-      label: '发生时间',
-      value: pickDetailValue(detail, request, ['time', 'occurredDisplay', 'period'], request.occurredDisplay)
-    },
+    ...buildApplicationTimeRows(detail, request),
     {
       key: 'location',
       label: '地点',
@@ -107,6 +189,12 @@ export function buildApplicationDetailFactItems(request = {}) {
 
 export function buildRelatedApplicationFactItems(request = {}) {
   const related = request.relatedApplication || {}
+  const relatedRange = extractDateRange(related.time)
+  const relatedStartDate = normalizeText(related.tripStartDate) || relatedRange.startDate
+  const relatedEndDate = normalizeText(related.tripEndDate) || relatedRange.endDate || addDays(
+    relatedStartDate,
+    extractDayCount(related.days)
+  )
   const rows = [
     {
       key: 'claim_no',
@@ -119,6 +207,16 @@ export function buildRelatedApplicationFactItems(request = {}) {
       label: '申请内容',
       value: related.content
     },
+    {
+      key: 'trip_start_date',
+      label: '出发时间',
+      value: relatedStartDate
+    },
+    {
+      key: 'trip_end_date',
+      label: '返回时间',
+      value: relatedEndDate
+    },
     {
       key: 'days',
       label: '申请天数',
@@ -135,9 +233,37 @@ export function buildRelatedApplicationFactItems(request = {}) {
       value: related.location
     },
     {
-      key: 'time',
-      label: '申请时间',
-      value: related.time
+      key: 'transport_mode',
+      label: '出行方式',
+      value: related.transportMode
+    },
+    {
+      key: 'lodging_daily_cap',
+      label: '住宿上限/天',
+      value: related.lodgingDailyCap,
+      highlight: true
+    },
+    {
+      key: 'subsidy_daily_cap',
+      label: '补贴标准/天',
+      value: related.subsidyDailyCap,
+      highlight: true
+    },
+    {
+      key: 'transport_policy',
+      label: '交通费用口径',
+      value: related.transportPolicy
+    },
+    {
+      key: 'policy_estimate',
+      label: '规则测算参考',
+      value: related.policyEstimate,
+      highlight: true
+    },
+    {
+      key: 'rule',
+      label: '规则依据',
+      value: related.ruleLabel
     },
     {
       key: 'amount',
@@ -145,11 +271,6 @@ export function buildRelatedApplicationFactItems(request = {}) {
       value: related.amountLabel,
       highlight: true,
       emphasis: true
-    },
-    {
-      key: 'transport_mode',
-      label: '出行方式',
-      value: related.transportMode
     }
   ]
 

web/src/utils/expenseApplicationEstimate.js

@@ -127,7 +127,7 @@ export function buildMockApplicationTransportEstimate({
     simulatedLatencyMs,
     source: 'mock_ticket_price_query_v1',
     confidence: 'mock',
-    basisText: `已查询 ${queryLabel} ${mode}参考票价，按${bandLabel}往返 ${amountDisplay}元估算（查询耗时 ${simulatedLatencyMs}ms）`
+    basisText: `预估交通费用 ${amountDisplay}元`
   }
 }
 

web/src/utils/expenseApplicationOntology.js

@@ -99,6 +99,19 @@ export function resolveExpenseTypeCode(ontology) {
   return String(entity?.normalized_value || entity?.value || 'other').trim() || 'other'
 }
 
+function looksLikeStructuredTravelApplication(prompt) {
+  const text = String(prompt || '')
+  return /(?:发生时间|业务发生时间|申请时间|时间)\s*[:：]/.test(text)
+    && /(?:地点|业务地点|发生地点|目的地)\s*[:：]/.test(text)
+    && /(?:天数|出差天数|申请天数)\s*[:：]?\s*(?:\d+|[一二两三四五六七八九十]{1,3})\s*天/.test(text)
+}
+
+function resolveApplicationExpenseTypeCode(ontology, prompt) {
+  const code = resolveExpenseTypeCode(ontology)
+  if (code !== 'other') return code
+  return looksLikeStructuredTravelApplication(prompt) ? 'travel' : code
+}
+
 export function resolveExpenseTypeLabel(code) {
   return EXPENSE_TYPE_LABELS[String(code || '').trim()] || EXPENSE_TYPE_LABELS.other
 }
@@ -358,7 +371,7 @@ export function resolveAttachmentPolicy(expenseTypeCode, amount = 0) {
 }
 
 export function buildApplicationFieldsFromOntology(ontology, prompt, currentUser = {}) {
-  const expenseTypeCode = resolveExpenseTypeCode(ontology)
+  const expenseTypeCode = resolveApplicationExpenseTypeCode(ontology, prompt)
   const amount = resolveApplicationAmount(ontology)
   const documentTypeEntity = resolveEntity(ontology, 'document_type')
   const workflowStageEntity = resolveEntity(ontology, 'workflow_stage')

web/src/utils/expenseApplicationPreview.js

@@ -31,11 +31,11 @@ export const APPLICATION_PREVIEW_FIELD_DEFINITIONS = [
 export const APPLICATION_TRANSPORT_MODE_OPTIONS = ['火车', '飞机', '轮船']
 
 const APPLICATION_POLICY_PENDING_TEXT = '填写地点和天数后自动测算'
-const APPLICATION_TRANSPORT_REIMBURSEMENT_TEXT = '选择火车、飞机或轮船后自动生成交通参考票价，报销阶段按真实票据复核'
+const APPLICATION_TRANSPORT_REIMBURSEMENT_TEXT = '选择火车、飞机或轮船后自动预估交通费用'
 
 export function resolveApplicationTimeLabel(applicationType = '') {
   const label = String(applicationType || '').trim()
-  if (/差旅|出差/.test(label)) return '行程时间'
+  if (/差旅|出差/.test(label)) return '出发时间'
   if (/招待|宴请|餐饮/.test(label)) return '招待时间'
   return '申请时间'
 }
@@ -47,10 +47,36 @@ function resolveApplicationFieldLabel(item, fields = {}) {
   return item.label
 }
 
+function isTravelApplicationType(applicationType = '') {
+  return /差旅|出差/.test(String(applicationType || '').trim())
+}
+
+function resolveApplicationTripDateParts(fields = {}) {
+  const timeText = String(fields.time || '').trim()
+  const matchedDates = timeText.match(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/g) || []
+  const startDate = normalizeDateText(matchedDates[0] || timeText)
+  const explicitEndDate = normalizeDateText(matchedDates[matchedDates.length - 1] || '')
+  const inferredEndDate = explicitEndDate && explicitEndDate !== startDate
+    ? explicitEndDate
+    : buildEndDateFromDays(startDate, fields.days)
+
+  return {
+    startDate,
+    endDate: inferredEndDate || explicitEndDate || startDate
+  }
+}
+
 function compactText(value) {
   return String(value || '').replace(/\s+/g, '')
 }
 
+function looksLikeStructuredTravelApplication(text) {
+  const source = String(text || '')
+  return /(?:发生时间|业务发生时间|申请时间|时间)\s*[:：]/.test(source)
+    && /(?:地点|业务地点|发生地点|目的地)\s*[:：]/.test(source)
+    && /(?:天数|出差天数|申请天数)\s*[:：]?\s*(?:\d+|[一二两三四五六七八九十]{1,3})\s*天/.test(source)
+}
+
 function resolveFirstMatch(text, patterns = []) {
   for (const pattern of patterns) {
     const match = text.match(pattern)
@@ -106,6 +132,7 @@ function resolvePreviewToday(options = {}) {
 
 function resolveApplicationType(text) {
   const compact = compactText(text)
+  if (looksLikeStructuredTravelApplication(text)) return '差旅费用申请'
   if (/差旅|出差|高铁|动车|火车|飞机|机票|航班|酒店|住宿/.test(compact)) return '差旅费用申请'
   if (/交通|出租车|的士|网约车|打车|通勤/.test(compact)) return '交通费用申请'
   if (/住宿|酒店/.test(compact)) return '住宿费用申请'
@@ -224,7 +251,7 @@ function buildTransportPolicyText(transportMode, location = '', transportEstimat
   if (!mode) return APPLICATION_TRANSPORT_REIMBURSEMENT_TEXT
   const estimate = transportEstimate || buildMockApplicationTransportEstimate({ transportMode: mode, location, time })
   if (!estimate) return APPLICATION_TRANSPORT_REIMBURSEMENT_TEXT
-  return `${estimate.basisText}，报销阶段按真实票据复核`
+  return estimate.basisText
 }
 
 function ensureApplicationPolicyFields(fields = {}) {
@@ -437,9 +464,8 @@ export function applyApplicationPolicyEstimateResult(preview = {}, result = {},
     allowanceAmount: result?.allowance_amount
   })
   const transportEstimate = systemEstimate.transportEstimate
-  const queryLabel = transportEstimate?.queryDate || '出行日期待确认'
   const transportText = transportEstimate
-    ? `交通 ${systemEstimate.transportAmountDisplay}元（按 ${queryLabel} 参考票价） + `
+    ? `交通 ${systemEstimate.transportAmountDisplay}元 + `
     : ''
   const totalAmount = systemEstimate.totalAmountDisplay
   const amount = totalAmount ? `${totalAmount}元` : fields.amount
@@ -499,7 +525,6 @@ export function refreshApplicationPreviewTransportEstimate(preview = {}) {
   const hotelAmount = formatPolicyMoney(hotelAmountSource)
   const allowanceAmount = formatPolicyMoney(allowanceAmountSource)
   const hasPolicyAmounts = parseMoneyNumber(hotelAmountSource) > 0 || parseMoneyNumber(allowanceAmountSource) > 0
-  const queryLabel = transportEstimate.queryDate || '出行日期待确认'
   const nextFields = {
     ...fields,
     transportPolicy: buildTransportPolicyText(fields.transportMode, location, transportEstimate, fields.time),
@@ -513,7 +538,7 @@ export function refreshApplicationPreviewTransportEstimate(preview = {}) {
   if (hasPolicyAmounts) {
     const days = Number(policyResult.days) || parseApplicationDaysValue(fields.days) || 1
     const totalAmount = systemEstimate.totalAmountDisplay
-    nextFields.policyEstimate = `交通 ${systemEstimate.transportAmountDisplay}元（按 ${queryLabel} 参考票价） + 住宿 ${hotelAmount}元 + 补贴 ${allowanceAmount}元 = ${totalAmount}元（${days}天）`
+    nextFields.policyEstimate = `交通 ${systemEstimate.transportAmountDisplay}元 + 住宿 ${hotelAmount}元 + 补贴 ${allowanceAmount}元 = ${totalAmount}元（${days}天）`
     nextFields.amount = totalAmount ? `${totalAmount}元` : nextFields.amount
     nextFields.policyTotalAmount = totalAmount ? `${totalAmount}元` : ''
   }
@@ -639,17 +664,41 @@ export function buildModelRefinedApplicationPreview(localPreview = {}, ontology
 export function buildApplicationPreviewRows(preview = {}) {
   const normalized = normalizeApplicationPreview(preview)
   const fields = normalized.fields || {}
-  return APPLICATION_PREVIEW_FIELD_DEFINITIONS.map((item) => {
+  return APPLICATION_PREVIEW_FIELD_DEFINITIONS.flatMap((item) => {
+    if (item.key === 'time' && isTravelApplicationType(fields.applicationType)) {
+      const tripDates = resolveApplicationTripDateParts(fields)
+      const rawValue = fields[item.key]
+      const missing = item.required !== false && !isApplicationPreviewValueProvided(rawValue)
+      return [
+        {
+          ...item,
+          label: '出发时间',
+          value: tripDates.startDate || '待补充',
+          editable: item.editable !== false,
+          highlight: Boolean(item.highlight),
+          missing
+        },
+        {
+          key: 'time_return',
+          label: '返回时间',
+          value: tripDates.endDate || '待补充',
+          editable: false,
+          highlight: Boolean(item.highlight),
+          missing
+        }
+      ]
+    }
+
     const rawValue = fields[item.key]
     const value = String(rawValue || '').trim() || '待补充'
-    return {
+    return [{
       ...item,
       label: resolveApplicationFieldLabel(item, fields),
       value,
       editable: item.editable !== false,
       highlight: Boolean(item.highlight),
       missing: item.required !== false && !isApplicationPreviewValueProvided(rawValue)
-    }
+    }]
   })
 }