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/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
   }
 }