fix(ai): recognize conversational document filters

web/src/utils/aiAttachmentAssociationModel.js

@@ -1,43 +1,5 @@
 import { buildDraftAssociationQueryPayload } from '../views/scripts/travelReimbursementExpenseQueryModel.js'
-
-const CITY_NAMES = [
-  '北京',
-  '上海',
-  '广州',
-  '深圳',
-  '武汉',
-  '南京',
-  '杭州',
-  '成都',
-  '重庆',
-  '西安',
-  '天津',
-  '苏州',
-  '长沙',
-  '郑州',
-  '青岛',
-  '厦门',
-  '宁波',
-  '无锡',
-  '合肥',
-  '福州',
-  '昆明',
-  '大连',
-  '沈阳',
-  '济南',
-  '哈尔滨',
-  '长春',
-  '南昌',
-  '太原',
-  '贵阳',
-  '南宁',
-  '石家庄',
-  '兰州',
-  '银川',
-  '西宁',
-  '海口',
-  '拉萨'
-]
+import { extractKnownCityNames } from './knownCityNames.js'
 
 function normalizeText(value) {
   return String(value || '')
@@ -102,11 +64,7 @@ function extractDateTokens(text) {
 }
 
 function extractCityTokens(text) {
-  const compact = normalizeText(text)
-  if (!compact) {
-    return []
-  }
-  return CITY_NAMES.filter((city) => compact.includes(city))
+  return extractKnownCityNames(text)
 }
 
 function collectFieldSignals(ocrDocuments = []) {

web/src/utils/aiDocumentQueryIntent.js

@@ -1,4 +1,5 @@
 import { compactText, formatDate, normalizeText, parseDate } from './aiDocumentQueryText.js'
+import { extractKnownCityNames } from './knownCityNames.js'
 
 const STATUS_FILTERS = [
   { label: '草稿', keys: ['draft'], pattern: /草稿|未提交/ },
@@ -202,9 +203,13 @@ function normalizeKeywordCandidate(value = '') {
 function resolveKeywordFilter(prompt) {
   const text = normalizeText(prompt)
   const compact = compactText(prompt)
-  const explicitMatch = text.match(/(?:关于|有关|包含|含有|关键词|关键字|事由(?:是|为|包含|含有)?)[：:\s]*(?<keyword>[\u4e00-\u9fa5A-Za-z0-9_-]{2,32})/u)
+  const explicitMatch = text.match(/(?:关于|有关|包含|含有|关键词|关键字|事由(?:是|为|包含|含有)?)[：:\s“”"']*(?<keyword>[\u4e00-\u9fa5A-Za-z0-9_-]{2,32})/u)
   const relatedMatch = compact.match(/(?<keyword>[\u4e00-\u9fa5A-Za-z0-9_-]{2,32})相关(?:的)?(?:单据|单子|申请单|报销单|审核单|审批单)/u)
-  const keyword = normalizeKeywordCandidate(explicitMatch?.groups?.keyword || relatedMatch?.groups?.keyword || '')
+  const cityNames = extractKnownCityNames(text)
+  const cityKeyword = cityNames.length === 1 ? cityNames[0] : ''
+  const keyword = normalizeKeywordCandidate(
+    explicitMatch?.groups?.keyword || relatedMatch?.groups?.keyword || cityKeyword
+  )
   if (!keyword || /^(现在|当前|哪些|审核|审批|申请|报销|单据|单子)$/u.test(keyword)) {
     return null
   }

web/src/utils/assistantSessionScope.js

@@ -66,6 +66,8 @@ const APPROVAL_PATTERN =
   /待我审核|待审|审核|审批|审核意见|审批意见|审批通过|审批驳回|驳回|退回|审核中心|审批中心|领导审批|财务审核|处理意见/
 const KNOWLEDGE_PATTERN =
   /制度|政策|标准|规则|规定|流程|口径|依据|上限|额度|补贴|住宿标准|差旅标准|报销标准|票据要求|可不可以|能不能|怎么规定|如何计算|怎么算/
+const DOCUMENT_QUERY_ACTION_PATTERN = /查询|查找|查看|筛选|过滤|列出|检索|找出|搜索|搜一下/
+const DOCUMENT_QUERY_TARGET_PATTERN = /单据|单子|申请单|报销单|审核单|审批单|待办|草稿/
 const EXPENSE_OPERATION_PATTERN = /发起报销|报销单|票据|发票|火车票|高铁票|机票|的士票|草稿|归集|上传|关联单据|继续下一步/
 const CURRENT_CLAIM_RISK_PATTERN = /这张|当前|本单|该单|单据|风险|超标|异常|重复|待补/
 const FINANCE_OPERATING_PATTERN = buildKeywordPattern([
@@ -123,6 +125,15 @@ export function hasReimbursementIntentSignal(rawText) {
   return EXPENSE_PATTERN.test(normalizeText(rawText))
 }
 
+export function hasDocumentQueryIntentSignal(rawText) {
+  const text = normalizeText(rawText)
+  return Boolean(
+    text &&
+    DOCUMENT_QUERY_ACTION_PATTERN.test(text) &&
+    DOCUMENT_QUERY_TARGET_PATTERN.test(text)
+  )
+}
+
 export function hasExpenseApplicationIntentSignal(rawText) {
   const text = normalizeText(rawText)
   if (!text) {
@@ -172,6 +183,16 @@ export function inferAssistantScopeTarget(rawText, options = {}) {
     return ''
   }
 
+  if (hasDocumentQueryIntentSignal(text)) {
+    if (APPROVAL_PATTERN.test(text) && /待我审核|待审|审核单|审批单|待办/.test(text)) {
+      return ASSISTANT_SCOPE_SESSION_APPROVAL
+    }
+    if (/申请单|申请类单据/.test(text) && !/报销单|报销类单据/.test(text)) {
+      return ASSISTANT_SCOPE_SESSION_APPLICATION
+    }
+    return ASSISTANT_SCOPE_SESSION_EXPENSE
+  }
+
   if (hasAmbiguousTravelFlowIntent(text)) {
     return ASSISTANT_SCOPE_SESSION_STEWARD
   }

web/src/utils/knownCityNames.js

@@ -0,0 +1,46 @@
+export const KNOWN_CITY_NAMES = [
+  '北京',
+  '上海',
+  '广州',
+  '深圳',
+  '武汉',
+  '南京',
+  '杭州',
+  '成都',
+  '重庆',
+  '西安',
+  '天津',
+  '苏州',
+  '长沙',
+  '郑州',
+  '青岛',
+  '厦门',
+  '宁波',
+  '无锡',
+  '合肥',
+  '福州',
+  '昆明',
+  '大连',
+  '沈阳',
+  '济南',
+  '哈尔滨',
+  '长春',
+  '南昌',
+  '太原',
+  '贵阳',
+  '南宁',
+  '石家庄',
+  '兰州',
+  '银川',
+  '西宁',
+  '海口',
+  '拉萨'
+]
+
+export function extractKnownCityNames(value = '') {
+  const compact = String(value || '').replace(/\s+/g, '')
+  if (!compact) {
+    return []
+  }
+  return KNOWN_CITY_NAMES.filter((city) => compact.includes(city))
+}

web/src/views/scripts/travelReimbursementGuidedFlowModel.js

@@ -1,3 +1,5 @@
+import { hasDocumentQueryIntentSignal } from '../../utils/assistantSessionScope.js'
+
 export const GUIDED_FLOW_MODE_NONE = ''
 export const GUIDED_FLOW_MODE_REIMBURSEMENT = 'reimbursement_guide'
 export const GUIDED_FLOW_MODE_STATUS_QUERY = 'status_query_guide'
@@ -505,7 +507,7 @@ export function shouldConfirmGuidedInterruption(text, state) {
   if (!normalized || NO_ATTACHMENT_TEXT_PATTERN.test(normalized)) {
     return false
   }
-  return INTERRUPTION_PATTERN.test(normalized)
+  return INTERRUPTION_PATTERN.test(normalized) || hasDocumentQueryIntentSignal(normalized)
 }
 
 export function buildGuidedInterruptionText(text) {

web/tests/ai-document-query-model.test.mjs

@@ -153,6 +153,29 @@ test('AI document query combines natural-language filters', () => {
   assert.match(buildAiDocumentQueryConditionSummary(intent), /金额：不少于1000元/)
 })
 
+test('AI document query recognizes colloquial travel city filtering commands', () => {
+  const intent = resolveAiDocumentQueryIntent('出差上海的单据请筛选一下', { today })
+  const records = filterAiDocumentQueryRecords(claims, intent)
+
+  assert.equal(intent?.source, 'accessible')
+  assert.equal(intent?.expenseTypeFilter?.label, '差旅费')
+  assert.equal(intent?.keywordFilter?.label, '上海')
+  assert.deepEqual(
+    records.map((record) => record.documentNo),
+    ['CL-20260221001', 'AP-20260220001']
+  )
+})
+
+test('AI document query recognizes quoted keywords generated by the guided query flow', () => {
+  const intent = resolveAiDocumentQueryIntent(
+    '帮我查询地点或事由包含“上海电力”的报销单据状态，筛选最近的 5 条记录',
+    { today }
+  )
+
+  assert.equal(intent?.documentType, 'reimbursement')
+  assert.equal(intent?.keywordFilter?.label, '上海电力')
+})
+
 test('AI document query filters draft candidates by relative day', () => {
   const intent = resolveAiDocumentQueryIntent('我的 3天前 草稿单据', { today: '2026-06-24' })
   const records = filterAiDocumentQueryRecords([

web/tests/travel-reimbursement-guided-flow.test.mjs

@@ -181,6 +181,14 @@ test('assistant session scope guard keeps business boundaries isolated', () => {
     resolveAssistantScopeGuard('帮我查询待我审核的单据', SESSION_TYPE_EXPENSE).targetSessionType,
     SESSION_TYPE_APPROVAL
   )
+  assert.equal(
+    resolveAssistantScopeGuard('出差上海的单据请筛选一下', SESSION_TYPE_EXPENSE),
+    null
+  )
+  assert.equal(
+    resolveAssistantScopeGuard('出差上海的单据请筛选一下', SESSION_TYPE_APPLICATION).targetSessionType,
+    SESSION_TYPE_EXPENSE
+  )
   assert.equal(
     resolveAssistantScopeGuard('差旅住宿标准是多少', SESSION_TYPE_EXPENSE).targetSessionType,
     SESSION_TYPE_KNOWLEDGE
@@ -414,6 +422,7 @@ test('guided reimbursement interrupts suspicious questions before expensive flow
   const state = selectGuidedExpenseType(createGuidedReimbursementState(), 'transport')
   assert.equal(shouldConfirmGuidedInterruption('送客户去机场', state), false)
   assert.equal(shouldConfirmGuidedInterruption('帮我查询一下上周的报销状态？', state), true)
+  assert.equal(shouldConfirmGuidedInterruption('出差上海的单据请筛选一下', state), true)
   assert.deepEqual(
     buildGuidedInterruptionActions().map((action) => action.action_type),
     [GUIDED_ACTION_CONTINUE_FILLING, GUIDED_ACTION_PROCESS_INTERRUPTION]