feat: 数字员工财务报告体系与定时提醒及看板快照调度

- 新增数字员工财务报告生成、邮件投递与渲染调度器
- 引入员工画像扫描调度与定时提醒任务
- 完善财务看板快照、排行口径与部门人员占比计算
- 优化数字员工工作看板仪表盘与技能目录
- 增强前端总览页图表、工作台摘要与顶部导航栏交互
- 新增差旅申请规划推动提醒与报销创建会话状态管理
- 补充财务报告、看板调度、数字员工工作记录测试覆盖

web/src/utils/expenseApplicationPreview.js

@@ -121,6 +121,10 @@ function resolveDaysFromDateRange(rangeText) {
   return diffDays >= 0 ? `${diffDays + 1}天` : ''
 }
 
+export function resolveApplicationDaysFromDateRange(rangeText) {
+  return resolveDaysFromDateRange(rangeText)
+}
+
 function resolvePreviewToday(options = {}) {
   const explicitToday = String(options.today || options.currentDate || '').trim()
   if (parseIsoDate(explicitToday)) return normalizeDateText(explicitToday)

web/src/utils/travelApplicationPlanning.js

@@ -0,0 +1,119 @@
+export const TRAVEL_PLANNING_ACTION_GENERATE = 'generate_travel_application_plan'
+export const TRAVEL_PLANNING_ACTION_SKIP = 'skip_travel_application_plan'
+
+function normalizeText(value) {
+  return String(value || '').trim()
+}
+
+function isTravelApplication(applicationType = '') {
+  return /差旅|出差/.test(normalizeText(applicationType))
+}
+
+function extractDateParts(timeText = '') {
+  const dates = normalizeText(timeText).match(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/g) || []
+  return {
+    startDate: dates[0] || '',
+    endDate: dates[dates.length - 1] || dates[0] || ''
+  }
+}
+
+function resolveTravelPlanningContext(preview = {}, draftPayload = {}) {
+  const fields = preview?.fields && typeof preview.fields === 'object' ? preview.fields : {}
+  const applicationType = normalizeText(fields.applicationType)
+  if (!isTravelApplication(applicationType)) {
+    return null
+  }
+
+  const location = normalizeText(fields.location)
+  const time = normalizeText(fields.time)
+  if (!location || !time) {
+    return null
+  }
+
+  const dates = extractDateParts(time)
+  return {
+    applicationType,
+    location,
+    time,
+    startDate: dates.startDate,
+    endDate: dates.endDate,
+    days: normalizeText(fields.days),
+    transportMode: normalizeText(fields.transportMode),
+    reason: normalizeText(fields.reason),
+    claimNo: normalizeText(draftPayload?.claim_no || draftPayload?.claimNo)
+  }
+}
+
+export function buildTravelPlanningNudgeMessage(preview = {}, draftPayload = {}) {
+  const context = resolveTravelPlanningContext(preview, draftPayload)
+  if (!context) {
+    return ''
+  }
+
+  const timeCopy = context.startDate && context.endDate && context.startDate !== context.endDate
+    ? `${context.startDate} 至 ${context.endDate}`
+    : context.time
+  const transportCopy = context.transportMode ? `、${context.transportMode}时间窗口` : '、交通方式比选'
+  return [
+    `本次${context.location}差旅申请已经提交。`,
+    `如果你愿意，我可以继续按 ${timeCopy} 帮你整理一版行程规划，包括出发/返程${transportCopy}、酒店区域建议和还需要确认的事项。`
+  ].join('\n')
+}
+
+export function buildTravelPlanningSuggestedActions(preview = {}, draftPayload = {}) {
+  const context = resolveTravelPlanningContext(preview, draftPayload)
+  if (!context) {
+    return []
+  }
+
+  return [
+    {
+      label: '生成行程规划',
+      action_type: TRAVEL_PLANNING_ACTION_GENERATE,
+      description: '按本次申请的地点和时间给出交通、酒店和待确认事项。',
+      icon: 'mdi mdi-map-clock-outline',
+      emphasis: 'primary',
+      payload: {
+        context
+      }
+    },
+    {
+      label: '暂不需要',
+      action_type: TRAVEL_PLANNING_ACTION_SKIP,
+      description: '保留申请结果，不继续生成规划。',
+      icon: 'mdi mdi-check-outline',
+      payload: {
+        context
+      }
+    }
+  ]
+}
+
+export function buildTravelPlanningRecommendation(preview = {}, draftPayload = {}) {
+  const context = resolveTravelPlanningContext(preview, draftPayload)
+  if (!context) {
+    return ''
+  }
+
+  const outboundDate = context.startDate || '出发当天'
+  const returnDate = context.endDate || '返回当天'
+  const transport = context.transportMode || '火车/飞机'
+  const reasonLine = context.reason ? `业务安排：${context.reason}` : '业务安排：以申请事由为准，出发前再确认具体到场时间。'
+  const hotelArea = `${context.location}核心办公区、客户现场周边或交通枢纽 30 分钟通勤范围内`
+  const claimLine = context.claimNo ? `关联申请单：${context.claimNo}` : ''
+
+  return [
+    '可以，先给你一版轻量行程规划，后续你可以继续补充偏好。',
+    '',
+    claimLine,
+    `行程时间：${context.time}${context.days ? `（${context.days}）` : ''}`,
+    reasonLine,
+    '',
+    `交通建议：${outboundDate} 优先看上午到中午抵达 ${context.location} 的${transport}班次，预留到达后 1.5 小时交通和现场准备时间；${returnDate} 优先看下午或晚间返程，避免压缩最后一天工作安排。`,
+    `酒店建议：优先选择${hotelArea}，同时关注可开发票、可取消、早餐和离现场距离。`,
+    '需要确认：出发城市、客户现场地址、是否需要同行人、是否有指定住宿协议酒店、是否需要提前准备会议室或网络环境。',
+    '',
+    '你也可以继续告诉我出发城市、偏好的交通方式或预算，我再把规划细化成更具体的时间段。'
+  ].filter(Boolean).join('\n')
+}
+

web/src/utils/workbenchSummary.js

@@ -3,6 +3,10 @@ function parseNumber(value) {
   return Number.isFinite(nextValue) ? nextValue : 0
 }
 
+function normalizeText(value) {
+  return String(value ?? '').trim()
+}
+
 function toDate(value) {
   if (!value) {
     return null
@@ -60,6 +64,174 @@ function formatCurrency(value) {
   }).format(parseNumber(value))
 }
 
+function resolveRequestIdentity(request) {
+  return normalizeText(request?.claimNo || request?.claim_no || request?.id || request?.claimId)
+}
+
+function resolveRequestTarget(request) {
+  return {
+    type: 'document',
+    id: normalizeText(request?.claimId || request?.id),
+    claimNo: resolveRequestIdentity(request)
+  }
+}
+
+function resolveStatusTone(approvalKey) {
+  if (approvalKey === 'supplement' || approvalKey === 'rejected') return 'danger'
+  if (approvalKey === 'draft') return 'success'
+  if (approvalKey === 'pending_payment') return 'warning'
+  if (approvalKey === 'in_progress') return 'info'
+  return 'muted'
+}
+
+function resolveTodoAction(request) {
+  const approvalKey = normalizeText(request?.approvalKey)
+  const status = normalizeText(request?.status || request?.approvalStatus)
+
+  if (approvalKey === 'supplement' || approvalKey === 'rejected') {
+    return {
+      title: '补充或修改单据',
+      status: approvalKey === 'rejected' ? '退回修改' : '待补充',
+      statusTone: 'danger',
+      iconKey: 'receipts',
+      color: 'var(--danger)',
+      accent: 'var(--danger-soft)'
+    }
+  }
+
+  if (approvalKey === 'draft' || /draft|草稿|待提交/i.test(status)) {
+    return {
+      title: '提交草稿单据',
+      status: '待提交',
+      statusTone: 'success',
+      iconKey: 'travelDraft',
+      color: 'var(--theme-primary)',
+      accent: 'var(--theme-primary-soft)'
+    }
+  }
+
+  return null
+}
+
+function buildTodoItems(ownedRequests) {
+  return ownedRequests
+    .map((request) => {
+      const action = resolveTodoAction(request)
+      if (!action) {
+        return null
+      }
+
+      const requestId = resolveRequestIdentity(request)
+      const title = normalizeText(request?.title || request?.note || request?.sceneLabel) || requestId
+
+      return {
+        ...action,
+        id: requestId,
+        requestId,
+        title: action.title,
+        description: `${requestId || '单据'} · ${title || '费用单据'}`,
+        due: normalizeText(request?.updatedAt || request?.applyTime || request?.submittedAt) || '待处理',
+        target: resolveRequestTarget(request),
+        prompt: `帮我处理 ${requestId || title}：${action.status}`
+      }
+    })
+    .filter(Boolean)
+    .sort((left, right) => normalizeText(right.due).localeCompare(normalizeText(left.due)))
+}
+
+function resolveProgressStatusTone(approvalKey) {
+  if (approvalKey === 'completed') return 'muted'
+  if (approvalKey === 'pending_payment') return 'warning'
+  if (approvalKey === 'supplement' || approvalKey === 'rejected') return 'danger'
+  return 'success'
+}
+
+function resolveCurrentProgressIndex(steps) {
+  const currentIndex = steps.findIndex((step) => step?.current)
+  if (currentIndex >= 0) {
+    return currentIndex
+  }
+
+  const activeIndex = steps.findLastIndex((step) => step?.active || step?.done)
+  return Math.max(0, activeIndex)
+}
+
+export function buildAdjacentProgressSteps(steps = [], windowSize = 4) {
+  const rows = Array.isArray(steps) ? steps : []
+  if (!rows.length) {
+    return []
+  }
+
+  const currentIndex = resolveCurrentProgressIndex(rows)
+  const safeWindowSize = Math.max(1, Number(windowSize) || 4)
+  let start = Math.max(0, currentIndex - 1)
+  let end = Math.min(rows.length, start + safeWindowSize)
+
+  if (end - start < safeWindowSize) {
+    start = Math.max(0, end - safeWindowSize)
+  }
+
+  return rows.slice(start, end).map((step) => ({
+    label: normalizeText(step.label || step.rawLabel),
+    done: Boolean(step.done),
+    current: Boolean(step.current),
+    title: normalizeText(step.title || step.time || step.detail)
+  }))
+}
+
+function buildProgressItems(ownedRequests) {
+  return ownedRequests
+    .filter((request) => Array.isArray(request?.progressSteps) && request.progressSteps.length)
+    .map((request) => {
+      const requestId = resolveRequestIdentity(request)
+      const steps = buildAdjacentProgressSteps(request.progressSteps, 4)
+      const currentStep = steps.find((step) => step.current)
+      const title = normalizeText(request?.title || request?.note || request?.sceneLabel) || '费用单据'
+
+      return {
+        id: requestId,
+        requestId,
+        title,
+        amount: formatCurrency(request?.amount),
+        status: normalizeText(request?.approvalStatus || currentStep?.label) || '处理中',
+        statusTone: resolveProgressStatusTone(normalizeText(request?.approvalKey)),
+        updatedAt: normalizeText(request?.updatedAt || request?.submittedAt || request?.createdAt),
+        steps,
+        target: resolveRequestTarget(request),
+        prompt: `查询 ${requestId || title} 的费用进度`
+      }
+    })
+    .sort((left, right) => normalizeText(right.updatedAt).localeCompare(normalizeText(left.updatedAt)))
+}
+
+function buildNotifications(todoItems, progressItems) {
+  const todoNotifications = todoItems.map((item) => ({
+    id: `todo:${item.requestId || item.description}`,
+    title: item.status,
+    description: item.description,
+    time: item.due,
+    unread: true,
+    tone: item.statusTone,
+    target: item.target,
+    prompt: item.prompt
+  }))
+
+  const progressNotifications = progressItems
+    .filter((item) => ['danger', 'warning'].includes(item.statusTone))
+    .map((item) => ({
+      id: `progress:${item.requestId || item.title}`,
+      title: item.status,
+      description: `${item.requestId || '单据'} · ${item.title}`,
+      time: item.updatedAt || '最近更新',
+      unread: false,
+      tone: item.statusTone,
+      target: item.target,
+      prompt: item.prompt
+    }))
+
+  return [...todoNotifications, ...progressNotifications]
+}
+
 export function buildWorkbenchSummary(requests, currentUser) {
   const ownedRequests = Array.isArray(requests)
     ? requests.filter((item) => belongsToCurrentUser(item, currentUser))
@@ -79,6 +251,9 @@ export function buildWorkbenchSummary(requests, currentUser) {
   const completedCount = ownedRequests.filter((item) => item.approvalKey === 'completed').length
   const returnCount = ownedRequests.filter((item) => item.approvalKey === 'rejected').length
   const highRiskCount = monthlyClaims.filter((item) => hasHighRiskFlag(item)).length
+  const todoItems = buildTodoItems(ownedRequests)
+  const progressItems = buildProgressItems(ownedRequests)
+  const notifications = buildNotifications(todoItems, progressItems)
 
   return {
     monthlyCount,
@@ -91,6 +266,10 @@ export function buildWorkbenchSummary(requests, currentUser) {
     pendingPaymentCount,
     completedCount,
     returnCount,
-    highRiskCount
+    highRiskCount,
+    todoItems,
+    progressItems,
+    notifications,
+    unreadNotificationCount: notifications.filter((item) => item.unread).length
   }
 }