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
2026-06-18 22:12:24 +08:00
parent a6674a1e76
commit 0cde1f8990
65 changed files with 8011 additions and 1608 deletions
--- a/web/src/views/scripts/stewardPlanModel.js
+++ b/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(