fix(ai): recognize conversational document filters

document/development/2026-07-20/dev-logs/bugs/conversation-document-filter-intent.md

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+# 对话口语化单据筛选意图识别失败
+
+日期：2026-07-20
+文档路径：document/development/2026-07-20/dev-logs/bugs/conversation-document-filter-intent.md
+
+## 修复记录
+- 10:19：修复“出差上海的单据请筛选一下”等口语化单据筛选请求在对话中无法识别的问题。
+  - Git 提交检查：`git fetch --all --prune` 成功；upstream 为 `origin/main`；未发现 upstream 新提交；本地 ahead 19 个提交：`07241b46 fix(docker): manage local postgres in default compose`、`787bc3a4 feat(platform): close AI expense value loop`、`242d68c3 feat(approval): add task workflow and waiver decisions`、`28b834ed fix(approval): replay immutable action responses`、`4940ebc4 feat(approval): add safe risk disposition workflow`、`ee88a36b feat(ai): add tenant-safe hierarchical expense learning`、`6bdf65bc feat(expenses): add authoritative pre-review workflow`、`ae3f02c3 feat(expense): add persistent zero-entry receipt association`、`54754b55 feat(ai): add personal expense application memory`、`211f85d9 feat(ai): unify verified expense application workflow`、`5b246307 feat(ai): issue verified application preview decisions`、`a662cfe6 feat(ai): add expense application feedback ledger`、`5ed34c2b feat(expenses): backfill historical claims into expense cases`、`11275e4b fix(migrations): enforce schema ownership safety`、`1347366b feat(expenses): secure timeline and draft events`、`22669a90 feat(expenses): show unified expense event timeline`、`a616b30c fix(expenses): unify AI application submission transaction`、`653eda05 feat(auth): add opaque bearer sessions`、`661990b2 feat(expenses): add transactional expense case events`。
+  - 修改：前端会话范围守卫新增“筛选/过滤/查询 + 单据”信号识别，费用会话直接放行，申请会话建议切换到费用查询；引导式报销流程把此类请求识别为新意图，不再误当作当前表单字段答案。
+  - 修改：工作台单据查询统一复用城市名提取，支持从“出差上海的单据”提取 `expense_type=travel`、`location=上海`，并补齐带中文引号的显式关键词解析。
+  - 修改：后端语义入口放宽口语化单据查询硬门禁，补齐“出差”“筛选”“过滤”等规则候选；请求通过门禁后仍执行“规则候选 + 模型语义归一 + 结构化 SQL 筛选”的混合链路，最终按费用类型和地点确定性过滤数据。
+  - 操作：首次端到端回归暴露测试夹具缺少必填 `department_name`，补齐夹具后重新执行；未修改生产数据，也未提交代码。
+  - 验证：前端目标回归 `27/27` 通过；相关前端回归 `121/121` 通过；`npm run build` 成功（2254 modules transformed）；容器内本体语义测试 `73/73` 通过；容器内费用查询编排回归 `3/3` 通过；精确端到端用例 `2/2` 通过；`git diff --check` 通过。
+  - 影响：“出差上海的单据请筛选一下”现在会稳定路由到费用查询，识别差旅费与上海并只返回上海相关单据；“上海的单据请筛选一下”等未显式写出费用类型的表达也可进入模型增强的语义解析，不再被判为非财务问题或误填入引导表单。