feat(web): 工作台 AI 模式与差旅/风险建议交互优化

- 新增 PersonalWorkbenchAiMode 组件、AI 侧边栏与 orb 机器人视觉资源
- 新增 aiApplicationDraftModel / aiExpenseDraftModel / aiWorkbenchConversationStore
  及业务准入 aiSidebarBusinessAccess，支撑 AI 模式下的申请与报销草稿
- 顶栏、侧边栏、工作台样式重构，适配 AI 模式切换与响应式布局
- 同步 steward plan/off_topic、差旅报销引导流、风险建议卡片等测试

web/src/views/AppShellRouteView.vue

@@ -3,6 +3,7 @@
     class="app"
     :class="{
       'sidebar-collapsed': sidebarCollapsed,
+      'workbench-ai-sidebar-active': isAiShellMode,
       'mobile-sidebar-open': mobileSidebarOpen,
       'login-entry-active': loginEntryAnimating
     }"
@@ -29,18 +30,39 @@
       </div>
     </Transition>
     <div class="app-sidebar">
-      <SidebarRail
-        :nav-items="filteredNavItems"
-        :active-view="activeView"
-        :company-name="PRODUCT_DISPLAY_NAME"
-        :company-logo="companyProfile.logo"
-        :current-user="currentUser"
-        :collapsed="sidebarCollapsed"
-        @open-chat="openSmartEntry"
-        @logout="handleLogout"
-        @toggle-collapse="toggleSidebarCollapsed"
-        @navigate="handleNavigateWithMobileClose"
-      />
+      <Transition name="sidebar-mode-fade" mode="out-in">
+        <AiSidebarRail
+          v-if="isAiShellMode"
+          key="ai-sidebar"
+          :nav-items="filteredNavItems"
+          :active-view="activeView"
+          :active-conversation-id="aiActiveConversationId"
+          :conversation-history="aiConversationHistory"
+          :current-user="currentUser"
+          :brand-name="PRODUCT_DISPLAY_NAME"
+          :brand-logo="companyProfile.logo"
+          :collapsed="sidebarCollapsed"
+          @navigate="handleNavigateWithMobileClose"
+          @new-chat="openAiSidebarNewChat"
+          @open-recent="openAiSidebarRecent"
+          @rename-conversation="handleAiConversationRename"
+          @logout="handleLogout"
+        />
+        <SidebarRail
+          v-else
+          key="standard-sidebar"
+          :nav-items="filteredNavItems"
+          :active-view="activeView"
+          :company-name="PRODUCT_DISPLAY_NAME"
+          :company-logo="companyProfile.logo"
+          :current-user="currentUser"
+          :collapsed="sidebarCollapsed"
+          @open-chat="openSmartEntry"
+          @logout="handleLogout"
+          @toggle-collapse="toggleSidebarCollapsed"
+          @navigate="handleNavigateWithMobileClose"
+        />
+      </Transition>
     </div>
 
     <main
@@ -72,6 +94,7 @@
         :request-summary="requestSummary"
         :document-summary="documentSummary"
         :workbench-summary="workbenchSummary"
+        :workbench-mode="workbenchMode"
         :digital-employee-summary="digitalEmployeeSummary"
         :company-name="ENTERPRISE_DISPLAY_NAME"
         :detail-mode="resolvedDetailMode"
@@ -87,6 +110,7 @@
         @new-application="openExpenseApplicationCreate"
         @open-document="openWorkbenchDocument"
         @navigate="handleNavigate"
+        @toggle-workbench-mode="toggleWorkbenchMode"
       />
 
       <FilterBar
@@ -104,6 +128,7 @@
           'documents-workarea': activeView === 'documents',
           'receipt-folder-workarea': activeView === 'receiptFolder',
           'workbench-workarea': activeView === 'workbench',
+          'workbench-workarea-ai-mode': isWorkbenchAiMode,
           'budget-workarea': activeView === 'budget',
           'policies-workarea': activeView === 'policies',
           'audit-workarea': activeView === 'audit',
@@ -126,6 +151,10 @@
           v-else-if="activeView === 'workbench'"
           :assistant-modal-open="smartEntryOpen"
           :workbench-summary="workbenchSummary"
+          :workbench-mode="workbenchMode"
+          :ai-sidebar-command="aiSidebarCommand"
+          @ai-conversation-change="handleAiConversationChange"
+          @ai-conversation-history-change="handleAiConversationHistoryChange"
           @open-assistant="openSmartEntry"
           @open-document="openWorkbenchDocument"
         />
@@ -207,8 +236,9 @@
 </template>
 
 <script setup>
-import { computed, onBeforeUnmount, onMounted, ref, watch } from 'vue'
+import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'
 
+import AiSidebarRail from '../components/layout/AiSidebarRail.vue'
 import SidebarRail from '../components/layout/SidebarRail.vue'
 import TopBar from '../components/layout/TopBar.vue'
 import FilterBar from '../components/layout/FilterBar.vue'
@@ -229,6 +259,7 @@ import TravelRequestDetailView from './TravelRequestDetailView.vue'
 import { useAppShell } from '../composables/useAppShell.js'
 import { useSystemState } from '../composables/useSystemState.js'
 import { filterNavItemsByAccess } from '../utils/accessControl.js'
+import { loadAiWorkbenchConversationHistory, saveAiWorkbenchConversation } from '../utils/aiWorkbenchConversationStore.js'
 import { consumeLoginEntryTransition } from '../utils/loginEntryTransition.js'
 
 const employeeSummary = ref(null)
@@ -241,9 +272,15 @@ const digitalEmployeeDetailOpen = ref(false)
 const receiptFolderDetailOpen = ref(false)
 const budgetDetailOpen = ref(false)
 const loginEntryAnimating = ref(false)
-const sidebarCollapsed = ref(true)
+const sidebarCollapsed = ref(false)
+const sidebarCollapsedBeforeAiMode = ref(false)
 const mobileSidebarOpen = ref(false)
 const overviewDashboard = ref('finance')
+const workbenchMode = ref('traditional')
+const aiSidebarCommandSeq = ref(0)
+const aiSidebarCommand = ref({ seq: 0, type: '', payload: null })
+const aiActiveConversationId = ref('')
+const aiConversationHistory = ref([])
 let loginEntryTimer = null
 
 function stopLoginEntryAnimation() {
@@ -269,10 +306,23 @@ function toggleSidebarCollapsed() {
 }
 
 function handleNavigateWithMobileClose(viewId) {
-  handleNavigate(viewId)
+  void handleNavigate(viewId)
   mobileSidebarOpen.value = false
 }
 
+function toggleWorkbenchMode() {
+  const nextMode = workbenchMode.value === 'ai' ? 'traditional' : 'ai'
+  if (nextMode === 'ai') {
+    sidebarCollapsedBeforeAiMode.value = sidebarCollapsed.value
+    workbenchMode.value = nextMode
+    sidebarCollapsed.value = false
+    return
+  }
+
+  workbenchMode.value = nextMode
+  sidebarCollapsed.value = sidebarCollapsedBeforeAiMode.value
+}
+
 const {
   activeRange,
   activeView,
@@ -319,6 +369,8 @@ const { companyProfile, currentUser, logout } = useSystemState()
 const PRODUCT_DISPLAY_NAME = '易财费控'
 const ENTERPRISE_DISPLAY_NAME = '远光软件股份有限公司'
 const filteredNavItems = computed(() => filterNavItemsByAccess(navItems, currentUser.value))
+const isAiShellMode = computed(() => workbenchMode.value === 'ai')
+const isWorkbenchAiMode = computed(() => activeView.value === 'workbench' && workbenchMode.value === 'ai')
 const DETAIL_TOPBAR_FALLBACKS = {
   audit: {
     title: '规则中心详情',
@@ -382,10 +434,82 @@ function openWorkbenchDocument(payload = {}) {
   openRequestDetail(request || payload, { returnTo })
 }
 
+function dispatchAiSidebarCommand(type, payload = null) {
+  aiSidebarCommandSeq.value += 1
+  aiSidebarCommand.value = {
+    seq: aiSidebarCommandSeq.value,
+    type,
+    payload
+  }
+}
+
+async function openAiConversationWorkspace(type, payload = null) {
+  if (activeView.value !== 'workbench') {
+    const navigation = handleNavigate('workbench')
+    if (navigation && typeof navigation.then === 'function') {
+      await navigation
+    }
+    await nextTick()
+  }
+
+  dispatchAiSidebarCommand(type, payload)
+}
+
+function openAiSidebarNewChat() {
+  aiActiveConversationId.value = ''
+  void openAiConversationWorkspace('new-chat')
+}
+
+function openAiSidebarRecent(item = {}) {
+  aiActiveConversationId.value = String(item.id || '').trim()
+  void openAiConversationWorkspace('open-recent', item)
+}
+
+function handleAiConversationChange(payload = {}) {
+  aiActiveConversationId.value = String(payload.id || '').trim()
+}
+
+function handleAiConversationHistoryChange(payload = []) {
+  aiConversationHistory.value = Array.isArray(payload) ? payload : []
+}
+
+function handleAiConversationRename(payload = {}) {
+  const conversationId = String(payload.id || '').trim()
+  const title = String(payload.title || '').trim()
+  if (!conversationId || !title) {
+    return
+  }
+
+  const target = aiConversationHistory.value.find((item) => String(item.id || '').trim() === conversationId)
+  if (!target) {
+    return
+  }
+
+  aiConversationHistory.value = saveAiWorkbenchConversation(currentUser.value || {}, {
+    ...target,
+    title
+  })
+
+  if (aiActiveConversationId.value === conversationId) {
+    dispatchAiSidebarCommand('open-recent', {
+      ...target,
+      title
+    })
+  }
+}
+
 function handleLogout() {
   logout('manual')
 }
 
+watch(
+  () => currentUser.value,
+  (user) => {
+    aiConversationHistory.value = loadAiWorkbenchConversationHistory(user || {})
+  },
+  { immediate: true }
+)
+
 onMounted(() => {
   playLoginEntryAnimation()
 })
@@ -393,10 +517,4 @@ onMounted(() => {
 onBeforeUnmount(() => {
   stopLoginEntryAnimation()
 })
-
-watch(activeView, (newView) => {
-  if (newView === 'workbench') {
-    sidebarCollapsed.value = true
-  }
-}, { immediate: true })
 </script>

web/src/views/PersonalWorkbenchView.vue

@@ -1,20 +1,36 @@
 <template>
-  <PersonalWorkbench
-    :show-header="false"
-    :assistant-modal-open="assistantModalOpen"
-    :workbench-summary="workbenchSummary"
-    @open-assistant="emit('open-assistant', $event)"
-    @open-document="emit('open-document', $event)"
-  />
+  <Transition name="workbench-mode-fade" mode="out-in" appear>
+    <PersonalWorkbenchAiMode
+      v-if="workbenchMode === 'ai'"
+      key="ai"
+      :sidebar-command="aiSidebarCommand"
+      @conversation-change="emit('ai-conversation-change', $event)"
+      @conversation-history-change="emit('ai-conversation-history-change', $event)"
+    />
+    <PersonalWorkbench
+      v-else
+      key="traditional"
+      :show-header="false"
+      :assistant-modal-open="assistantModalOpen"
+      :workbench-summary="workbenchSummary"
+      @open-assistant="emit('open-assistant', $event)"
+      @open-document="emit('open-document', $event)"
+    />
+  </Transition>
 </template>
 
 <script setup>
+import PersonalWorkbenchAiMode from '../components/business/PersonalWorkbenchAiMode.vue'
 import PersonalWorkbench from '../components/business/PersonalWorkbench.vue'
 
 defineProps({
   assistantModalOpen: { type: Boolean, default: false },
-  workbenchSummary: { type: Object, default: () => ({}) }
+  workbenchSummary: { type: Object, default: () => ({}) },
+  workbenchMode: { type: String, default: 'traditional' },
+  aiSidebarCommand: { type: Object, default: () => ({ seq: 0, type: '', payload: null }) }
 })
 
-const emit = defineEmits(['open-assistant', 'open-document'])
+const emit = defineEmits(['open-assistant', 'open-document', 'ai-conversation-change', 'ai-conversation-history-change'])
 </script>
+
+<style scoped src="../assets/styles/views/personal-workbench-view.css"></style>

web/src/views/scripts/TravelReimbursementCreateView.js

@@ -24,7 +24,8 @@ import {
 import { useApplicationPreviewEditor } from './useApplicationPreviewEditor.js'
 import {
   buildStewardFieldCompletionContinuation,
-  buildStewardFieldCompletionRawText
+  buildStewardFieldCompletionRawText,
+  resolveStewardRuntimeFieldCompletion
 } from './stewardFieldCompletionModel.js'
 import {
   buildOperationFeedbackPayload,
@@ -169,8 +170,6 @@ import {
   buildFileIdentity,
   buildFilePreviews,
   buildOcrDocumentsFromReviewPayload,
-  buildOcrFilePreviews,
-  buildOcrSummary,
   buildOcrSummaryFromDocuments,
   buildReviewFilePreviewsFromReviewPayload,
   extractReviewAttachmentNames,
@@ -179,7 +178,6 @@ import {
   mergeFilesWithLimit,
   mergeUploadAttachmentNames,
   mergeUploadOcrDocuments,
-  normalizeOcrDocuments,
   resolveAttachmentPreviewKind,
   resolveDocumentPreview
 } from './travelReimbursementAttachmentModel.js'
@@ -1121,8 +1119,6 @@ export default {
       buildExpenseSceneSelectionMessage,
       buildMessageMeta,
       buildOcrDocumentsFromReviewPayload,
-      buildOcrFilePreviews,
-      buildOcrSummary,
       buildOcrSummaryFromDocuments,
       buildReviewFormContextFromPayload,
       clearAttachedFiles,
@@ -1155,7 +1151,6 @@ export default {
       messages,
       nextTick,
       normalizeExpenseQueryPayload,
-      normalizeOcrDocuments,
       persistSessionState,
       props,
       recognizeOcrFiles,
@@ -1904,6 +1899,10 @@ export default {
           })
           return
         }
+        if (targetSessionType === SESSION_TYPE_EXPENSE && carryText === '我要报销') {
+          pushExpenseSceneSelectionPrompt(carryText)
+          return
+        }
         if (String(actionPayload.steward_plan_id || '').trim()) {
           const confirmedByText = Boolean(action.confirmedByText)
           delete action.confirmedByText
@@ -2141,6 +2140,9 @@ export default {
     }
 
     function buildMessageBubbleClass(message) {
+      if (message?.role === 'assistant' && message?.assistantVariant === 'compact_guidance') {
+        return 'message-bubble-compact-guidance'
+      }
       if (message?.role === 'assistant' && message?.budgetReport) {
         return 'message-bubble-budget-report'
       }
@@ -2965,6 +2967,10 @@ export default {
               : '当前申请还有信息需要先补充。请先回复系统刚刚追问的内容，我再继续生成核对结果。'
           }
         }
+        const fieldCompletionDecision = resolveStewardRuntimeFieldCompletion(normalizedText, runtimeState)
+        if (fieldCompletionDecision) {
+          return fieldCompletionDecision
+        }
       }
       return null
     }
@@ -3082,6 +3088,39 @@ export default {
         })
         return true
       }
+      if (nextAction === 'fill_current_application_field') {
+        const targetMessageId = String(decision?.target_message_id || decision?.targetMessageId || '').trim()
+        const targetMessage = targetMessageId
+          ? messages.value.find((message) => String(message.id || '') === targetMessageId)
+          : findLatestApplicationPreviewMessage()
+        if (!targetMessage?.applicationPreview) {
+          return false
+        }
+        const fieldKey = String(decision?.field_key || decision?.fieldKey || '').trim()
+        const fieldLabel = String(decision?.field_label || decision?.fieldLabel || '').trim()
+        const fieldValue = String(decision?.field_value || decision?.fieldValue || rawText).trim()
+        if (!fieldKey || !fieldValue) {
+          return false
+        }
+        await continueStewardApplicationFieldCompletion({
+          targetMessage,
+          action: {
+            label: fieldValue,
+            suppressUserEcho: userMessageAlreadyAdded,
+            payload: {
+              steward_delegated_field_completion: true,
+              field_key: fieldKey,
+              field_label: fieldLabel,
+              value: fieldValue
+            }
+          },
+          sourcePreview: targetMessage.applicationPreview,
+          fieldKey,
+          fieldLabel,
+          value: fieldValue
+        })
+        return true
+      }
       if (nextAction === 'ask_user' || nextAction === 'cancel_current_action' || nextAction === 'no_op') {
         pushStewardRuntimeResponse(rawText, decision, { userMessageAlreadyAdded })
         return true

web/src/views/scripts/TravelRequestDetailView.js

@@ -1751,12 +1751,12 @@ export default {
 
     const aiAdviceTitle = computed(() => {
       if (!isEditableRequest.value && isCurrentApplicant.value && !isApplicationDocument.value) {
-        return '报销风险提示'
+        return '风险提示'
       }
       if (isEditableRequest.value && isApplicationDocument.value) {
         return '表单自查提示'
       }
-      return isEditableRequest.value ? 'AI建议' : 'AI提示'
+      return isEditableRequest.value ? 'AI建议' : '风险提示'
     })
     const aiAdviceHint = computed(() => (
       !isEditableRequest.value && isCurrentApplicant.value && !isApplicationDocument.value

web/src/views/scripts/stewardFieldCompletionModel.js

@@ -24,6 +24,35 @@ const APPLICATION_PREVIEW_FIELD_LABEL_MAP = {
   grade: '职级'
 }
 
+const STEWARD_RUNTIME_FIELD_COMPLETION_RULES = [
+  { fieldKey: 'reason', fieldLabel: '事由', pattern: /事由|申请事由|出差事由|原因|用途/ },
+  { fieldKey: 'transportMode', fieldLabel: '出行方式', pattern: /出行方式|交通方式|交通工具|出行工具/ },
+  { fieldKey: 'time', fieldLabel: '申请时间', pattern: /申请时间|发生时间|业务发生时间|出发时间|返回时间|时间/ },
+  { fieldKey: 'location', fieldLabel: '地点', pattern: /地点|业务地点|发生地点|目的地/ },
+  { fieldKey: 'days', fieldLabel: '天数', pattern: /天数|出差天数|申请天数/ },
+  { fieldKey: 'amount', fieldLabel: '系统预估费用', pattern: /系统预估费用|用户预估费用|预估费用|预计总费用|预计费用|预计金额|申请金额|预算|金额/ }
+]
+
+const APPLICATION_TYPE_DISPLAY_MAP = {
+  travel: '差旅费用申请',
+  travel_application: '差旅费用申请',
+  expense_application: '费用申请',
+  application: '费用申请',
+  transportation: '交通费用申请',
+  traffic: '交通费用申请',
+  transport: '交通费用申请',
+  accommodation: '住宿费用申请',
+  hotel: '住宿费用申请',
+  meeting: '会务费用申请',
+  conference: '会务费用申请',
+  purchase: '采购费用申请',
+  procurement: '采购费用申请',
+  training: '培训费用申请',
+  business_entertainment: '业务招待申请',
+  entertainment: '业务招待申请',
+  office: '办公费用申请'
+}
+
 function compactValue(value = '') {
   return String(value || '').trim()
 }
@@ -48,6 +77,22 @@ function resolveFieldValue(...candidates) {
   return ''
 }
 
+function resolveApplicationTypeDisplay(value = '') {
+  const rawValue = compactValue(value)
+  if (!rawValue) return ''
+
+  const normalizedKey = rawValue.toLowerCase()
+  if (APPLICATION_TYPE_DISPLAY_MAP[normalizedKey]) {
+    return APPLICATION_TYPE_DISPLAY_MAP[normalizedKey]
+  }
+  if (/^(?:差旅费|差旅|出差)$/.test(rawValue)) return '差旅费用申请'
+  if (/^(?:交通费|交通)$/.test(rawValue)) return '交通费用申请'
+  if (/^(?:住宿费|住宿|酒店)$/.test(rawValue)) return '住宿费用申请'
+  if (/^(?:会务|会议|会务费)$/.test(rawValue)) return '会务费用申请'
+  if (/^(?:采购|采购费|办公用品)$/.test(rawValue)) return '采购费用申请'
+  return rawValue
+}
+
 function buildUpdatedTask(task = null, fieldKey = '', value = '') {
   if (!task || typeof task !== 'object') {
     return null
@@ -75,6 +120,29 @@ function buildUpdatedTask(task = null, fieldKey = '', value = '') {
   }
 }
 
+function buildFieldCompletionScopeHints(fieldKey = '', selectedValue = '') {
+  const hints = [
+    '本轮是对当前申请单字段的补充/更新，不是新建申请或切换任务。'
+  ]
+  if (fieldKey === 'reason') {
+    hints.push(
+      `请将“${compactValue(selectedValue)}”作为当前出差申请的事由继续处理，不要把它改判为新的 IT 部署申请。`
+    )
+  }
+  return hints
+}
+
+function resolveFieldRuleByKey(fieldKey = '') {
+  const normalizedKey = compactValue(fieldKey)
+  return STEWARD_RUNTIME_FIELD_COMPLETION_RULES.find((rule) => rule.fieldKey === normalizedKey) || null
+}
+
+function resolveFieldRuleByLabel(label = '') {
+  const normalizedLabel = compactValue(label)
+  if (!normalizedLabel) return null
+  return STEWARD_RUNTIME_FIELD_COMPLETION_RULES.find((rule) => rule.pattern.test(normalizedLabel)) || null
+}
+
 export function buildStewardFieldCompletionContinuation(continuation = null, fieldKey = '', value = '') {
   const source = continuation && typeof continuation === 'object' ? continuation : {}
   const currentTask = resolveStewardCurrentTask(source)
@@ -89,6 +157,50 @@ export function buildStewardFieldCompletionContinuation(continuation = null, fie
   }
 }
 
+export function resolveStewardRuntimeFieldCompletion(rawText = '', runtimeState = {}) {
+  const value = compactValue(rawText)
+  if (!value || compactValue(runtimeState?.waiting_for) !== 'application_field_completion') {
+    return null
+  }
+
+  const slotAction = runtimeState?.pending_slot_action || runtimeState?.pendingSlotAction || null
+  const slotPayload = slotAction?.payload && typeof slotAction.payload === 'object' ? slotAction.payload : {}
+  const slotFieldKey = compactValue(slotPayload.field_key || slotPayload.fieldKey || slotAction?.field_key || slotAction?.fieldKey)
+  const slotRule = resolveFieldRuleByKey(slotFieldKey)
+  if (slotRule) {
+    return {
+      next_action: 'fill_current_application_field',
+      target_message_id: compactValue(slotAction?.message_id || slotAction?.messageId),
+      field_key: slotRule.fieldKey,
+      field_label: slotRule.fieldLabel,
+      field_value: value
+    }
+  }
+
+  const pendingApplication = runtimeState?.pending_application || runtimeState?.pendingApplication || null
+  const missingFields = Array.isArray(pendingApplication?.missing_fields)
+    ? pendingApplication.missing_fields
+    : Array.isArray(pendingApplication?.missingFields)
+      ? pendingApplication.missingFields
+      : []
+  if (missingFields.length !== 1) {
+    return null
+  }
+
+  const rule = resolveFieldRuleByLabel(missingFields[0])
+  if (!rule) {
+    return null
+  }
+
+  return {
+    next_action: 'fill_current_application_field',
+    target_message_id: compactValue(pendingApplication?.message_id || pendingApplication?.messageId),
+    field_key: rule.fieldKey,
+    field_label: rule.fieldLabel,
+    field_value: value
+  }
+}
+
 export function buildStewardFieldCompletionRawText({
   preview = {},
   fieldKey = '',
@@ -107,7 +219,12 @@ export function buildStewardFieldCompletionRawText({
     : resolveFieldValue(fields.transportMode, ontologyFields.transport_mode)
 
   const knownLines = [
-    ['申请类型', resolveFieldValue(fields.applicationType, ontologyFields.expense_type, '差旅费用申请')],
+    [
+      '申请类型',
+      resolveApplicationTypeDisplay(
+        resolveFieldValue(fields.applicationType, ontologyFields.expense_type, '差旅费用申请')
+      )
+    ],
     ['时间', resolveFieldValue(fields.time, ontologyFields.time_range)],
     ['地点', resolveFieldValue(fields.location, ontologyFields.location)],
     ['事由', resolveFieldValue(fields.reason, ontologyFields.reason, currentTask?.summary)],
@@ -120,6 +237,7 @@ export function buildStewardFieldCompletionRawText({
   return [
     '小财管家继续执行申请单字段补齐。',
     `用户已补充：${selectedLabel}：${selectedValue}。`,
+    ...buildFieldCompletionScopeHints(fieldKey, selectedValue),
     currentTask?.summary ? `任务摘要：${currentTask.summary}` : '',
     '',
     '已识别信息：',

web/src/views/scripts/stewardPlanModel.js

@@ -99,6 +99,10 @@ const FIELD_VALUE_DISPLAY_CONFIG = {
   }
 }
 
+const FLOW_EXPENSE_TYPE_LABELS = {
+  travel: '差旅费'
+}
+
 export function buildStewardPlanRequest({
   rawText = '',
   files = [],
@@ -216,6 +220,10 @@ export function buildStewardPlanMessageText(plan) {
   if (isPendingFlowConfirmationPlan(normalized)) {
     return buildPendingFlowConfirmationMessageText(normalized)
   }
+  const genericReimbursementTask = normalized.tasks.find((task) => isGenericReimbursementTask(task))
+  if (genericReimbursementTask && normalized.tasks.length === 1) {
+    return buildGenericReimbursementIntentMessageText(genericReimbursementTask)
+  }
   const nextContext = resolveNextActionContext(normalized)
   const orderedTasks = buildOrderedStewardTasks(normalized, nextContext?.task)
   const taskLines = orderedTasks.map((task, index) =>
@@ -289,6 +297,42 @@ export function formatStewardOntologyFields(fields = {}, taskType = '') {
     .join('；')
 }
 
+function buildStewardOntologyFieldRows(fields = {}, taskType = '') {
+  return Object.entries(fields || {})
+    .filter(([, value]) => String(value || '').trim())
+    .map(([key, value]) => {
+      const field = resolveFieldDisplay(key, taskType)
+      return {
+        label: field.label,
+        value: formatStewardFieldDisplayValue(field.key, value)
+      }
+    })
+}
+
+function escapeMarkdownTableCell(value) {
+  return String(value || '').replace(/\|/g, '\\|').replace(/\n+/g, ' ').trim()
+}
+
+function formatStewardOntologyFieldsTable(fields = {}, taskType = '') {
+  const rows = buildStewardOntologyFieldRows(fields, taskType)
+  if (!rows.length) {
+    return ''
+  }
+  return [
+    '| 字段 | 内容 |',
+    '| --- | --- |',
+    ...rows.map((row) => `| ${escapeMarkdownTableCell(row.label)} | ${escapeMarkdownTableCell(row.value)} |`)
+  ].join('\n')
+}
+
+function resolveCandidateFlowExpenseType(flow = {}) {
+  const rawType = String(flow?.ontologyFields?.expense_type || flow?.ontologyFields?.expenseType || '').trim()
+  if (rawType === '差旅' || rawType === 'travel') {
+    return 'travel'
+  }
+  return rawType
+}
+
 export function buildStewardSuggestedActions(plan) {
   const normalized = normalizeStewardPlan(plan)
   if (isOffTopicPlan(normalized)) {
@@ -304,26 +348,32 @@ export function buildStewardSuggestedActions(plan) {
     }))
   }
   if (isPendingFlowConfirmationPlan(normalized)) {
-    return normalized.candidateFlows.map((flow) => ({
-      label: flow.label,
-      description: flow.reason || '选择后小财管家会继续整理对应流程材料。',
-      icon: flow.flowId === 'travel_application'
-        ? 'mdi mdi-file-plus-outline'
-        : 'mdi mdi-receipt-text-plus-outline',
-      action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
-      payload: {
-        steward_confirm_flow: true,
-        steward_plan_id: normalized.planId,
-        flow_id: flow.flowId,
-        session_type: flow.flowId === 'travel_application'
-          ? SESSION_TYPE_APPLICATION
-          : SESSION_TYPE_EXPENSE,
-        selected_flow_label: flow.label,
-        carry_text: flow.label,
-        auto_submit: true,
-        steward_state: normalized.stewardState || null
+    return normalized.candidateFlows.map((flow) => {
+      const expenseType = resolveCandidateFlowExpenseType(flow)
+      return {
+        label: flow.label,
+        description: flow.reason || '选择后小财管家会继续整理对应流程材料。',
+        icon: flow.flowId === 'travel_application'
+          ? 'mdi mdi-file-plus-outline'
+          : 'mdi mdi-receipt-text-plus-outline',
+        action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
+        payload: {
+          steward_confirm_flow: true,
+          steward_plan_id: normalized.planId,
+          flow_id: flow.flowId,
+          session_type: flow.flowId === 'travel_application'
+            ? SESSION_TYPE_APPLICATION
+            : SESSION_TYPE_EXPENSE,
+          selected_flow_label: flow.label,
+          expense_type: expenseType,
+          expense_type_label: FLOW_EXPENSE_TYPE_LABELS[expenseType] || '',
+          requires_application_before_reimbursement: flow.flowId === 'travel_reimbursement' && expenseType === 'travel',
+          carry_text: flow.flowId === 'travel_reimbursement' && expenseType === 'travel' ? '我要报销' : flow.label,
+          auto_submit: true,
+          steward_state: normalized.stewardState || null
+        }
       }
-    }))
+    })
   }
   const nextContext = resolveNextActionContext(normalized)
   if (!nextContext) {
@@ -335,7 +385,7 @@ export function buildStewardSuggestedActions(plan) {
     : SESSION_TYPE_EXPENSE
   return [
     {
-      label: buildNextActionLabel(actionType),
+      label: buildNextActionLabel(actionType, task),
       description: buildNextActionDescription(actionType, normalized, task, group),
       icon: actionType === 'confirm_create_application'
         ? 'mdi mdi-file-plus-outline'
@@ -411,40 +461,58 @@ export function isOffTopicStewardPlan(rawPlan) {
 }
 
 function buildOffTopicMessageText(normalized) {
+  // off_topic 计划的引导文案完全由后端生成（含 ### 标题 + 正文 + 引导句），
+  // 前端透传 summary 即可，避免重复拼接导致与后端表达不一致。
   const summary = String(normalized?.summary || '').trim()
-  const summaryLine = summary && summary !== '这看起来跟财务任务没什么关系...'
-    ? summary
-    : '这看起来跟财务任务没什么关系，我目前只能帮你处理**费用申请**和**费用报销**两类事项。'
-  return [
-    '### 小财管家没看懂这件事',
-    '',
-    summaryLine,
-    '',
-    '你可以试试下面这些方式告诉我：'
-  ].join('\n')
+  if (summary) {
+    return summary
+  }
+  return (
+    '### 这句话我暂时没识别到财务事项\n\n' +
+    '很抱歉主人，目前小财管家只能帮您整理**费用申请**和**费用报销**这两类事项。\n\n' +
+    '要不您换种说法告诉我：'
+  )
 }
 
 function buildPendingFlowConfirmationMessageText(normalized) {
   const fields = normalized.candidateFlows[0]?.ontologyFields || {}
-  const knownParts = formatStewardOntologyFields(fields, 'expense_application')
+  const knownTable = formatStewardOntologyFieldsTable(fields, 'expense_application')
   const candidateLines = normalized.candidateFlows.map((flow, index) =>
     `${index + 1}. **${flow.label}**${flow.reason ? `\n   - ${flow.reason}` : ''}`
   )
+  const singleCandidate = normalized.candidateFlows.length === 1
   return [
     '### 需要先确认流程方向',
     '',
-    knownParts
-      ? `我识别到这是一项财务事项，已提取到：**${knownParts}**。`
+    knownTable
+      ? ['我识别到这是一项财务事项，已提取到：', '', knownTable].join('\n')
       : '我识别到这是一项财务事项，但还需要确认你要进入哪个流程。',
     '',
     normalized.pendingFlowConfirmation.reason || normalized.summary || '当前还不能确定你要补办申请还是发起报销。',
     '',
     ...candidateLines,
     '',
-    '请先选择一个方向，我会继续整理对应材料。'
+    singleCandidate
+      ? `请先点击下方 **${normalized.candidateFlows[0].label}**，我会继续整理对应材料。`
+      : '请先选择一个方向，我会继续整理对应材料。'
   ].filter((line, index, lines) => line || lines[index - 1]).join('\n')
 }
 
+function buildGenericReimbursementIntentMessageText() {
+  return [
+    '### 我来带你发起报销',
+    '',
+    '你现在只说了要报销，还没告诉我具体是哪类费用。先不用一次性补全所有信息，我会按报销流程一步步带你填。',
+    '',
+    '1. **先选报销场景**',
+    '   - 例如差旅费、交通费、住宿费、业务招待费或办公用品费，不同场景需要的材料不一样。',
+    '2. **再补关键材料**',
+    '   - 我会继续追问事由、发生时间、金额和票据附件；如果是差旅或招待，还会先帮你核对是否需要关联事前申请。',
+    '',
+    '点击下面的 **确定，选择报销场景**，我会进入报销助手继续引导。'
+  ].join('\n')
+}
+
 function resolveNextActionContext(normalized) {
   const applicationTask = normalized.tasks.find((task) => task.taskType === 'expense_application')
   const applicationAction = applicationTask
@@ -566,6 +634,9 @@ function buildTaskOrderActionDescription(task) {
     return `我会请${agent}先把申请单草稿整理出来，方便你核对关键信息，再决定是否继续。`
   }
   if (task.taskType === 'reimbursement') {
+    if (isGenericReimbursementTask(task)) {
+      return `我会请${agent}先带你选择报销场景，再逐步补齐事由、时间、金额和票据。`
+    }
     return `我会请${agent}把票据、金额和制度口径先核清楚，前一步确认后再继续往下走。`
   }
   return `我会请${agent}先整理可核对的结果，真正执行前仍会让你确认。`
@@ -603,13 +674,16 @@ function buildNextTaskLead(task) {
   return `处理“${task.title || task.taskTypeLabel}”`
 }
 
-function buildNextActionLabel(actionType) {
+function buildNextActionLabel(actionType, task = null) {
   if (actionType === 'confirm_create_application') {
     return '确定，先创建申请单'
   }
   if (actionType === 'confirm_attachment_group') {
     return '确定，确认附件归集'
   }
+  if (isGenericReimbursementTask(task)) {
+    return '确定，选择报销场景'
+  }
   return '确定，继续填写报销单'
 }
 
@@ -627,7 +701,29 @@ function buildNextActionDescription(actionType, normalized, task, group) {
   }
   return group?.attachmentNames?.length
     ? `报销助手会带入 ${group.attachmentNames.length} 份相关附件生成核对结果。`
-    : '报销助手会根据当前任务生成报销核对结果。'
+    : isGenericReimbursementTask(task)
+      ? '先进入报销助手选择具体费用类型，再按场景补齐事由、时间、金额和票据。'
+      : '报销助手会根据当前任务生成报销核对结果。'
+}
+
+function isGenericReimbursementTask(task) {
+  if (!task || task.taskType !== 'reimbursement') {
+    return false
+  }
+  const fields = task.ontologyFields || {}
+  const expenseType = String(fields.expense_type || '').trim()
+  const hasSpecificField = ['time_range', 'location', 'amount', 'attachments', 'transport_mode']
+    .some((key) => String(fields[key] || '').trim())
+    || isSpecificReimbursementReason(fields.reason)
+  return !hasSpecificField && (!expenseType || expenseType === 'other')
+}
+
+function isSpecificReimbursementReason(value) {
+  const text = String(value || '').trim().replace(/\s+/g, '')
+  if (!text) {
+    return false
+  }
+  return !/^(?:我想要|我想|我要|还需要|需要|请帮我|帮我)?报销(?:费用|报销单|报销流程)?$/.test(text)
 }
 
 function buildStewardCarryText(actionType, task, group, normalized = null) {
@@ -644,6 +740,9 @@ function buildStewardCarryText(actionType, task, group, normalized = null) {
   if (!task) {
     return '我确认继续处理这项财务任务，请按现有流程核对信息。'
   }
+  if (actionType === 'confirm_create_reimbursement_draft' && isGenericReimbursementTask(task)) {
+    return '我要报销'
+  }
 
   const fields = formatStewardOntologyFields(task.ontologyFields || {}, task.taskType)
   const missingFields = formatStewardMissingFieldList(

web/src/views/scripts/travelReimbursementAttachmentModel.js

@@ -74,6 +74,10 @@ export function normalizeOcrDocuments(payload) {
     preview_kind: String(item.preview_kind || '').trim(),
     preview_data_url: String(item.preview_data_url || '').trim(),
     preview_url: String(item.preview_url || '').trim(),
+    receipt_id: String(item.receipt_id || item.receiptId || '').trim(),
+    receipt_status: String(item.receipt_status || item.receiptStatus || '').trim(),
+    receipt_preview_url: String(item.receipt_preview_url || item.receiptPreviewUrl || '').trim(),
+    receipt_source_url: String(item.receipt_source_url || item.receiptSourceUrl || '').trim(),
     document_fields: Array.isArray(item.document_fields)
       ? item.document_fields
         .map((field) => ({
@@ -87,6 +91,87 @@ export function normalizeOcrDocuments(payload) {
   }))
 }
 
+function defineFileReceiptId(file, receiptId) {
+  const normalizedReceiptId = String(receiptId || '').trim()
+  if (!file || !normalizedReceiptId) {
+    return false
+  }
+
+  try {
+    Object.defineProperty(file, 'receiptId', {
+      value: normalizedReceiptId,
+      enumerable: false,
+      configurable: true
+    })
+    return true
+  } catch {
+    try {
+      file.receiptId = normalizedReceiptId
+      return String(file.receiptId || '').trim() === normalizedReceiptId
+    } catch {
+      return false
+    }
+  }
+}
+
+export function attachReceiptFolderIdsToFiles(files = [], payload = null) {
+  const safeFiles = Array.isArray(files) ? files : []
+  const documents = Array.isArray(payload?.documents) ? payload.documents : []
+  let attachedCount = 0
+
+  safeFiles.slice(0, documents.length).forEach((file, index) => {
+    const document = documents[index] || {}
+    const receiptId = String(document.receipt_id || document.receiptId || '').trim()
+    if (receiptId && defineFileReceiptId(file, receiptId)) {
+      attachedCount += 1
+    }
+  })
+
+  return attachedCount
+}
+
+export async function collectReceiptFiles({
+  files = [],
+  recognizedAttachmentData = null,
+  recognizeOcrFiles,
+  timeoutMs = 90000,
+  timeoutMessage = '票据 OCR 识别超时，已继续使用附件名称处理。'
+} = {}) {
+  const safeFiles = Array.isArray(files) ? files : []
+  const reusedData = recognizedAttachmentData && typeof recognizedAttachmentData === 'object'
+    ? recognizedAttachmentData
+    : null
+
+  if (reusedData) {
+    const ocrDocuments = Array.isArray(reusedData.ocrDocuments) ? [...reusedData.ocrDocuments] : []
+    const ocrPayload = reusedData.ocrPayload || { documents: ocrDocuments }
+    attachReceiptFolderIdsToFiles(safeFiles, ocrPayload)
+    return {
+      ocrPayload,
+      ocrSummary: String(reusedData.ocrSummary || '').trim() || buildOcrSummaryFromDocuments(ocrDocuments),
+      ocrDocuments,
+      ocrFilePreviews: Array.isArray(reusedData.ocrFilePreviews) ? [...reusedData.ocrFilePreviews] : []
+    }
+  }
+
+  if (typeof recognizeOcrFiles !== 'function') {
+    throw new Error('票据采集服务未配置。')
+  }
+
+  const ocrPayload = await recognizeOcrFiles(safeFiles, {
+    timeoutMs,
+    timeoutMessage
+  })
+  attachReceiptFolderIdsToFiles(safeFiles, ocrPayload)
+
+  return {
+    ocrPayload,
+    ocrSummary: buildOcrSummary(ocrPayload),
+    ocrDocuments: normalizeOcrDocuments(ocrPayload),
+    ocrFilePreviews: buildOcrFilePreviews(ocrPayload)
+  }
+}
+
 export function buildOcrSummary(payload) {
   return buildOcrSummaryFromDocuments(normalizeOcrDocuments(payload))
 }

web/src/views/scripts/travelReimbursementConversationModel.js

@@ -358,8 +358,9 @@ export function buildExpenseSceneSelectionMessage(rawText) {
     : '我已识别到这是报销申请。'
 
   return [
-    `${prefix}但现在还不能确定具体报销场景，所以我先暂停信息抽取。`,
-    '请先选择本次要发起的报销场景，选择后我再按对应规则继续识别并整理核对信息。'
+    `${prefix}先选一下这笔费用属于哪一类，我再按对应流程继续。`,
+    '差旅和业务招待通常需要先关联申请单；交通、住宿、办公用品这类一般可以直接继续填写。',
+    '选完后我会把下一步需要准备的内容整理给你。'
   ].join('\n')
 }
 
@@ -882,6 +883,8 @@ export function normalizeInitialConversationMessages(conversation) {
     return createMessage(item.role, item.content, attachmentNames, {
       id: `restored-${item.id || ++messageSeed}`,
       time: formatMessageTime(item.created_at || item.createdAt),
+      assistantName: String(messageJson?.assistant_name || messageJson?.assistantName || '').trim(),
+      assistantVariant: String(messageJson?.assistant_variant || messageJson?.assistantVariant || '').trim(),
       meta: item.role === 'assistant' ? buildStoredMessageMeta(messageJson, attachmentNames) : [],
       citations: item.role === 'assistant' && Array.isArray(result?.citations) ? result.citations : [],
       suggestedActions:
@@ -940,6 +943,7 @@ export function serializeSessionMessages(messages) {
       stewardPlan: message.stewardPlan || null,
       operationFeedback: message.operationFeedback || null,
       assistantName: message.assistantName || '',
+    assistantVariant: message.assistantVariant || '',
     isWelcome: Boolean(message.isWelcome),
     welcomeQuickActions: Array.isArray(message.welcomeQuickActions) ? message.welcomeQuickActions : []
   }))

web/src/views/scripts/useTravelReimbursementSubmitComposer.js

@@ -1,7 +1,8 @@
 import {
   ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
   buildAttachmentAssociationConfirmationMessage,
-  buildUnsavedDraftAttachmentConfirmationMessage
+  buildUnsavedDraftAttachmentConfirmationMessage,
+  collectReceiptFiles
 } from './travelReimbursementAttachmentModel.js'
 import { resolveAssistantScopeGuard } from '../../utils/assistantSessionScope.js'
 import {
@@ -312,8 +313,6 @@ export function useTravelReimbursementSubmitComposer(ctx) {
     buildExpenseSceneSelectionMessage,
     buildMessageMeta,
     buildOcrDocumentsFromReviewPayload,
-    buildOcrFilePreviews,
-    buildOcrSummary,
     buildOcrSummaryFromDocuments,
     buildReviewFormContextFromPayload,
     clearAttachedFiles,
@@ -348,7 +347,6 @@ export function useTravelReimbursementSubmitComposer(ctx) {
     messages,
     nextTick,
     normalizeExpenseQueryPayload,
-    normalizeOcrDocuments,
     persistSessionState,
     props,
     recognizeOcrFiles,
@@ -1825,23 +1823,28 @@ export function useTravelReimbursementSubmitComposer(ctx) {
             startFlowStep('ocr', { detail: `正在识别 ${files.length} 份附件...`, startedAt: ocrStartedAt })
           }
           if (recognizedAttachmentData) {
-            ocrPayload = recognizedAttachmentData.ocrPayload
-            ocrSummary = recognizedAttachmentData.ocrSummary || buildOcrSummaryFromDocuments(recognizedAttachmentData.ocrDocuments)
-            ocrDocuments = [...recognizedAttachmentData.ocrDocuments]
-            ocrFilePreviews = [...recognizedAttachmentData.ocrFilePreviews]
+            const collected = await collectReceiptFiles({
+              files,
+              recognizedAttachmentData
+            })
+            ocrPayload = collected.ocrPayload
+            ocrSummary = collected.ocrSummary
+            ocrDocuments = collected.ocrDocuments
+            ocrFilePreviews = collected.ocrFilePreviews
             rememberFilePreviews(ocrFilePreviews)
             if (!stewardDelegated) {
               completeFlowStep('ocr', `复用已确认的 ${ocrDocuments.length || files.length} 张票据识别结果`, Date.now() - ocrStartedAt)
             }
           } else {
             try {
-              ocrPayload = await recognizeOcrFiles(files, {
-                timeoutMs: 90000,
-                timeoutMessage: '票据 OCR 识别超时，已继续使用附件名称处理。'
+              const collected = await collectReceiptFiles({
+                files,
+                recognizeOcrFiles
               })
-              ocrSummary = buildOcrSummary(ocrPayload)
-              ocrDocuments = normalizeOcrDocuments(ocrPayload)
-              ocrFilePreviews = buildOcrFilePreviews(ocrPayload)
+              ocrPayload = collected.ocrPayload
+              ocrSummary = collected.ocrSummary
+              ocrDocuments = collected.ocrDocuments
+              ocrFilePreviews = collected.ocrFilePreviews
               rememberFilePreviews(ocrFilePreviews)
               if (!stewardDelegated) {
                 completeFlowStep('ocr', `识别到 ${ocrDocuments.length || files.length} 张票据`, Date.now() - ocrStartedAt)

web/src/views/scripts/useTravelReimbursementSuggestedActions.js

@@ -339,6 +339,10 @@ export function useTravelReimbursementSuggestedActions({
       const carryText = String(actionPayload.carry_text || '').trim()
       const carryFiles = actionPayload.carry_files ? Array.from(attachedFiles.value || []) : []
       if (!lockSuggestedActionMessage(message, action)) return
+      if (targetSessionType === SESSION_TYPE_EXPENSE && carryText === '我要报销') {
+        pushExpenseSceneSelectionPrompt(carryText)
+        return
+      }
       if (String(actionPayload.steward_plan_id || '').trim()) {
         const confirmedByText = Boolean(action.confirmedByText)
         delete action.confirmedByText