fix(ai): recognize conversational document filters

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

@@ -0,0 +1,14 @@
+# 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。

server/src/app/services/ontology_detection.py

@@ -83,6 +83,13 @@ ENGLISH_FINANCE_BUSINESS_KEYWORDS = (
 
 
 class OntologyDetectionMixin:
+    @staticmethod
+    def _has_document_query_signal(compact_query: str) -> bool:
+        return "单据" in compact_query and (
+            any(keyword in compact_query for keyword in QUERY_KEYWORDS)
+            or any(keyword in compact_query for keyword in STATUS_KEYWORDS)
+        )
+
     @staticmethod
     def _is_expense_application_context(context_json: dict[str, Any]) -> bool:
         document_type = str(context_json.get("document_type") or "").strip()
@@ -141,9 +148,7 @@ class OntologyDetectionMixin:
             )
         ):
             return True
-        if "单据" in compact_query and (
+        if self._has_document_query_signal(compact_query):
-            "状态" in compact_query or any(keyword in compact_query for keyword in STATUS_KEYWORDS)
-        ):
             return True
         if any(keyword in compact_query for keyword in EXPENSE_NARRATIVE_KEYWORDS):
             return True
@@ -224,9 +229,7 @@ class OntologyDetectionMixin:
             best_scenario = "budget"
             best_score = scores["budget"]
         if best_score <= 0:
-            if "单据" in compact_query and any(
+            if self._has_document_query_signal(compact_query):
-                keyword in compact_query for keyword in STATUS_KEYWORDS
-            ):
                 return "expense", 0.14
             return "unknown", 0.0
 
@@ -539,7 +542,7 @@ class OntologyDetectionMixin:
             "出现“客户”不等于应收，出现“供应商”不等于应付，必须结合动作词和业务目标判断。"
             "预算编制、预算金额、成本中心、预算科目、预算预警、预算占用、"
             "剩余预算、可用预算、超预算、预算不足等问题必须使用 budget 场景。"
-            "只有明确查询、统计、列出、多少、明细、对比时才优先使用 query 或 compare。"
+            "只有明确查询、筛选、过滤、统计、列出、多少、明细、对比时才优先使用 query 或 compare。"
             "附件名称和 OCR 摘要只作为辅助证据，不能编造未出现的事实。"
             "如果用户明确提到打车、的士票、出租车票、网约车、乘车费、车费等交通票据，"
             "即使句子里出现“客户”，也必须优先识别为 transport，不要推断为 entertainment。"

server/src/app/services/ontology_rules.py

@@ -36,6 +36,7 @@ SCENARIO_KEYWORDS = {
         ("单据报销", 0.18),
         ("报账", 0.20),
         ("差旅", 0.20),
+        ("出差", 0.20),
         ("费用", 0.14),
         ("发票", 0.14),
         ("票据", 0.12),
@@ -99,6 +100,8 @@ QUERY_KEYWORDS = (
     "查",
     "查询",
     "查看",
+    "筛选",
+    "过滤",
     "列出",
     "统计",
     "汇总",
@@ -158,6 +161,7 @@ EXPENSE_TYPE_KEYWORDS = build_expense_type_keyword_map()
 EXPENSE_NARRATIVE_KEYWORDS = (
     "报销",
     "报账",
+    "出差",
     "招待",
     "招待费",
     "花销",

server/tests/test_ontology_service.py

@@ -266,6 +266,46 @@ def test_semantic_ontology_service_extracts_entities_time_and_constraints() -> N
         assert result.time_range.end_date == "2026-04-30"
 
 
+def test_semantic_ontology_service_recognizes_colloquial_travel_city_filter(
+    monkeypatch,
+) -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        service = SemanticOntologyService(db)
+        monkeypatch.setattr(
+            service,
+            "_parse_with_model",
+            lambda **_kwargs: (None, [], "model_unavailable_for_rule_regression"),
+        )
+
+        result = service.parse(
+            OntologyParseRequest(
+                query="出差上海的单据请筛选一下",
+                user_id="pytest",
+            )
+        )
+
+        entity_map = {item.type: item.normalized_value for item in result.entities}
+        assert result.scenario == "expense"
+        assert result.intent == "query"
+        assert result.permission.level == "read"
+        assert entity_map["expense_type"] == "travel"
+        assert entity_map["location"] == "上海"
+
+        generic_result = service.parse(
+            OntologyParseRequest(
+                query="上海的单据请筛选一下",
+                user_id="pytest",
+            )
+        )
+        generic_entities = {
+            item.type: item.normalized_value for item in generic_result.entities
+        }
+        assert generic_result.scenario == "expense"
+        assert generic_result.intent == "query"
+        assert generic_entities["location"] == "上海"
+
+
 def test_semantic_ontology_service_extracts_budget_query_fields() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:

server/tests/test_orchestrator_review_flow.py

@@ -562,6 +562,77 @@ def test_orchestrator_history_query_filters_location_time_and_returns_real_amoun
         assert "321.45" in response.result["answer"]
 
 
+def test_orchestrator_colloquial_travel_city_filter_returns_only_matching_documents(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        employee = Employee(
+            id="emp-colloquial-filter",
+            employee_no="E9021",
+            name="张三",
+            email="colloquial-filter@example.com",
+        )
+        db.add_all(
+            [
+                employee,
+                ExpenseClaim(
+                    id="claim-colloquial-shanghai",
+                    claim_no="EXP-SHANGHAI-001",
+                    employee=employee,
+                    employee_id=employee.id,
+                    employee_name="张三",
+                    department_name="交付部",
+                    expense_type="travel",
+                    reason="前往上海支持客户项目",
+                    location="上海",
+                    amount=Decimal("888.00"),
+                    currency="CNY",
+                    occurred_at=datetime(2026, 7, 8, 9, 0, tzinfo=UTC),
+                    status="paid",
+                ),
+                ExpenseClaim(
+                    id="claim-colloquial-beijing",
+                    claim_no="EXP-BEIJING-001",
+                    employee=employee,
+                    employee_id=employee.id,
+                    employee_name="张三",
+                    department_name="交付部",
+                    expense_type="travel",
+                    reason="前往北京支持客户项目",
+                    location="北京",
+                    amount=Decimal("666.00"),
+                    currency="CNY",
+                    occurred_at=datetime(2026, 7, 9, 9, 0, tzinfo=UTC),
+                    status="paid",
+                ),
+            ]
+        )
+        db.commit()
+
+        response = run_for_fixture_tenant(
+            OrchestratorService(db),
+            OrchestratorRequest(
+                source="user_message",
+                user_id="colloquial-filter@example.com",
+                message="出差上海的单据请筛选一下",
+            ),
+        )
+
+        query_payload = response.result["query_payload"]
+        assert response.status == "succeeded"
+        assert response.trace_summary.scenario == "expense"
+        assert response.trace_summary.intent == "query"
+        assert query_payload["record_count"] == 1
+        assert [item["claim_no"] for item in query_payload["records"]] == [
+            "EXP-SHANGHAI-001"
+        ]
+
+
 def test_orchestrator_archive_query_filters_archived_claims_and_limits_preview(
     monkeypatch,
 ) -> None:

web/src/utils/aiAttachmentAssociationModel.js

@@ -1,43 +1,5 @@
 import { buildDraftAssociationQueryPayload } from '../views/scripts/travelReimbursementExpenseQueryModel.js'
-
+import { extractKnownCityNames } from './knownCityNames.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'
-]
 
 function normalizeText(value) {
   return String(value || '')
@@ -102,11 +64,7 @@ function extractDateTokens(text) {
 }
 
 function extractCityTokens(text) {
-  const compact = normalizeText(text)
+  return extractKnownCityNames(text)
-  if (!compact) {
-    return []
-  }
-  return CITY_NAMES.filter((city) => compact.includes(city))
 }
 
 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]