${renderInlineHtml(item.body)}
`, + '
+
+
+
+
+
+
+
+ 字段
+ 内容
+
+
+ {{ row.label }}
+
+
+
+
+ {{ row.value }}
+
+
+
+
+
小财管家正在识别任务、拆解流程并准备下一步建议...
@@ -523,7 +634,7 @@ import {
loadAiWorkbenchConversationHistory,
saveAiWorkbenchConversation
} from '../../utils/aiWorkbenchConversationStore.js'
-import { renderMarkdown } from '../../utils/markdown.js'
+import { renderAiConversationHtml } from '../../utils/aiConversationHtmlRenderer.js'
import {
mergeComposerPrefill,
resolveSuggestedActionPrefill
@@ -549,25 +660,39 @@ import {
isAiExpenseDraftComplete
} from '../../utils/aiExpenseDraftModel.js'
import {
- applyAiApplicationAnswer,
- buildAiApplicationStepPrompt,
- buildAiApplicationSummary,
- createAiApplicationDraft,
- isAiApplicationDraftComplete
-} from '../../utils/aiApplicationDraftModel.js'
+ buildApplicationPreviewFooterMessage,
+ buildApplicationPreviewRows,
+ buildApplicationTemplatePreview,
+ buildLocalApplicationPreview,
+ buildLocalApplicationPreviewMessage,
+ normalizeApplicationPreview
+} from '../../utils/expenseApplicationPreview.js'
+import { useApplicationPreviewEditor } from '../../views/scripts/useApplicationPreviewEditor.js'
+import {
+ buildAiDocumentQueryConditionSummary,
+ buildAiDocumentQueryMessage,
+ filterAiDocumentQueryRecords,
+ resolveAiDocumentQueryIntent
+} from '../../utils/aiDocumentQueryModel.js'
import {
buildRequiredApplicationActions,
buildRequiredApplicationMissingText,
buildRequiredApplicationSelectionText,
filterRequiredApplicationCandidates
} from '../../views/scripts/travelReimbursementApplicationLinkModel.js'
-import { fetchExpenseClaims } from '../../services/reimbursements.js'
+import {
+ calculateTravelReimbursement,
+ extractExpenseClaimItems,
+ fetchApprovalExpenseClaims,
+ fetchExpenseClaims
+} from '../../services/reimbursements.js'
const props = defineProps({
sidebarCommand: { type: Object, default: () => ({ seq: 0, type: '', payload: null }) }
})
-const emit = defineEmits(['conversation-change', 'conversation-history-change'])
+const emit = defineEmits(['conversation-change', 'conversation-history-change', 'open-document'])
+const AI_DOCUMENT_QUERY_STEP_DELAY_MS = 320
const { currentUser } = useSystemState()
const { toast } = useToast()
const assistantDraft = ref('')
@@ -584,7 +709,6 @@ const activeConversationTitle = ref('')
const sending = ref(false)
const stewardState = ref(null)
const aiExpenseDraft = ref(null)
-const aiApplicationDraft = ref(null)
const thinkingExpandedMessageIds = ref(new Set())
const thinkingCollapsedMessageIds = ref(new Set())
const deleteDialogOpen = ref(false)
@@ -594,6 +718,24 @@ const INLINE_ANSWER_STREAM_CHUNK_SIZE = 6
const INLINE_ANSWER_STREAM_DELAY_MS = 24
const INLINE_AUTO_SCROLL_THRESHOLD = 96
const INLINE_LAYOUT_SETTLE_SCROLL_DELAY_MS = 260
+const AI_DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
+
+const {
+ applicationPreviewEditor,
+ resolveApplicationPreviewEditorControl,
+ resolveApplicationPreviewEditorOptions,
+ refreshApplicationPreviewEstimate,
+ isApplicationPreviewEditing,
+ openApplicationPreviewEditor,
+ commitApplicationPreviewEditor,
+ cancelApplicationPreviewEditor,
+ handleApplicationPreviewEditorKeydown
+} = useApplicationPreviewEditor({
+ persistSessionState: () => persistCurrentConversation(),
+ toast,
+ calculateTravelReimbursement,
+ currentUser
+})
const {
workbenchDatePickerOpen,
@@ -753,6 +895,8 @@ function createInlineMessage(role, content, options = {}) {
feedback: String(options.feedback || ''),
stewardPlan: options.stewardPlan || null,
suggestedActions: Array.isArray(options.suggestedActions) ? options.suggestedActions : [],
+ applicationPreview: options.applicationPreview || null,
+ text: options.text || normalizedContent,
createdAt: options.createdAt || Date.now()
}
}
@@ -807,7 +951,9 @@ function normalizeRuntimeMessage(message = {}) {
pending: false,
feedback: message.feedback || '',
stewardPlan: message.stewardPlan || null,
- suggestedActions: Array.isArray(message.suggestedActions) ? message.suggestedActions : []
+ suggestedActions: Array.isArray(message.suggestedActions) ? message.suggestedActions : [],
+ applicationPreview: message.applicationPreview || null,
+ text: message.text || message.content || ''
})
}
@@ -816,9 +962,11 @@ function serializeRuntimeMessage(message = {}) {
id: message.id,
role: message.role,
content: message.content,
+ text: message.text || message.content || '',
feedback: message.feedback || '',
stewardPlan: message.stewardPlan || null,
- suggestedActions: Array.isArray(message.suggestedActions) ? message.suggestedActions : []
+ suggestedActions: Array.isArray(message.suggestedActions) ? message.suggestedActions : [],
+ applicationPreview: message.applicationPreview || null
}
}
@@ -887,8 +1035,59 @@ function activateInlineConversation(options = {}) {
emit('conversation-change', { id: conversationId.value, title: activeConversationTitle.value })
}
-function renderInlineMarkdown(content) {
- return renderMarkdown(content)
+function renderInlineConversationHtml(content) {
+ return renderAiConversationHtml(content)
+}
+
+function resolveInlineApplicationPreviewRows(message) {
+ return buildApplicationPreviewRows(message?.applicationPreview || {})
+}
+
+function resolveInlineApplicationPreviewMissingFields(message) {
+ return normalizeApplicationPreview(message?.applicationPreview || {}).missingFields || []
+}
+
+function resolveInlineApplicationPreviewEditorControl(fieldKey) {
+ const control = resolveApplicationPreviewEditorControl(fieldKey)
+ return control === 'date' ? 'text' : control
+}
+
+function syncInlineApplicationPreviewMessageContent(message) {
+ if (!message?.applicationPreview) {
+ return
+ }
+ const nextContent = buildLocalApplicationPreviewMessage(message.applicationPreview)
+ message.content = nextContent
+ message.text = nextContent
+}
+
+async function commitInlineApplicationPreviewEditor(message) {
+ const committed = await commitApplicationPreviewEditor(message)
+ syncInlineApplicationPreviewMessageContent(message)
+ persistCurrentConversation()
+ return committed
+}
+
+function handleInlineApplicationPreviewEditorKeydown(event, message) {
+ if (event.key === 'Enter') {
+ event.preventDefault()
+ void commitInlineApplicationPreviewEditor(message)
+ return
+ }
+ if (event.key === 'Escape') {
+ event.preventDefault()
+ cancelApplicationPreviewEditor()
+ return
+ }
+ handleApplicationPreviewEditorKeydown(event, message)
+}
+
+function buildInlineApplicationPreviewFooterText(message) {
+ const normalized = normalizeApplicationPreview(message?.applicationPreview || {})
+ if (normalized.validationIssues?.length || normalized.missingFields?.length) {
+ return buildApplicationPreviewFooterMessage(normalized)
+ }
+ return '申请核对表已补齐，费用测算已同步。你仍可点击表格继续修改；确认无误后，可以回复“保存草稿”或“提交申请”。'
}
function resolveInlineThinkingEvents(message) {
@@ -1033,18 +1232,17 @@ function buildAiRequiredApplicationGateAutoMessage(normalizedPlan, flow) {
return baseText
}
-function continueAiRequiredApplicationGateFromPlan(normalizedPlan) {
+function continueAiRequiredApplicationGateFromPlan(normalizedPlan, prompt = '') {
const flow = resolveRequiredApplicationGateContinuationFlow(normalizedPlan)
if (!flow) {
return false
}
if (flow.flowId === 'travel_application') {
aiExpenseDraft.value = null
- startAiApplicationDraft('travel', '差旅费')
+ void startAiApplicationPreview('travel', '差旅费', prompt)
return true
}
if (flow.flowId === 'travel_reimbursement') {
- aiApplicationDraft.value = null
startAiExpenseDraft('travel', '差旅费', true)
return true
}
@@ -1125,6 +1323,191 @@ async function fetchInlineStewardPlan(messageId, payload) {
}
}
+function parseAiDocumentDetailHref(href = '') {
+ const value = String(href || '').trim()
+ if (!value.startsWith(AI_DOCUMENT_DETAIL_HREF_PREFIX)) {
+ return null
+ }
+ const encodedReference = value.slice(AI_DOCUMENT_DETAIL_HREF_PREFIX.length)
+ if (!encodedReference) {
+ return null
+ }
+ try {
+ const reference = decodeURIComponent(encodedReference).trim()
+ return reference ? { reference } : null
+ } catch {
+ return { reference: encodedReference }
+ }
+}
+
+function buildAiDocumentDetailRequest(detailReference = {}) {
+ const reference = String(detailReference.reference || '').trim()
+ const isApplication = /^APP?-/i.test(reference)
+ return {
+ id: reference,
+ claimId: reference,
+ claimNo: reference,
+ documentNo: reference,
+ documentType: isApplication ? 'application' : 'reimbursement',
+ documentTypeCode: isApplication ? 'application' : 'reimbursement',
+ source: 'workbench',
+ returnTo: 'workbench'
+ }
+}
+
+function handleAiAnswerMarkdownClick(event) {
+ const target = event?.target
+ const link = target?.closest?.('a[href^="#ai-open-document-detail:"]')
+ if (!link) {
+ return
+ }
+ const detailReference = parseAiDocumentDetailHref(link.getAttribute('href'))
+ if (!detailReference) {
+ return
+ }
+ event.preventDefault()
+ event.stopPropagation()
+ emit('open-document', buildAiDocumentDetailRequest(detailReference))
+}
+
+function waitForAiDocumentQueryStep() {
+ return new Promise((resolve) => {
+ globalThis.setTimeout(resolve, AI_DOCUMENT_QUERY_STEP_DELAY_MS)
+ })
+}
+
+async function updateAiDocumentQueryThinking(pendingMessage, thinkingEvents, streamStatus = 'streaming') {
+ const message = conversationMessages.value.find((item) => item.id === pendingMessage.id) || pendingMessage
+ message.stewardPlan = {
+ ...(message.stewardPlan || {}),
+ streamStatus,
+ thinkingEvents
+ }
+ scrollInlineConversationToBottom({ force: inlineConversationAutoScrollPinned.value })
+ await nextTick()
+}
+
+function completeAiDocumentQueryEvent(events, eventId, content = '') {
+ return events.map((event) => (
+ event.eventId === eventId
+ ? {
+ ...event,
+ content: content || event.content,
+ status: 'completed'
+ }
+ : event
+ ))
+}
+
+function failAiDocumentQueryEvents(events) {
+ return events.map((event) => ({
+ ...event,
+ status: event.status === 'completed' ? 'completed' : 'failed'
+ }))
+}
+
+async function handleAiDocumentQueryIntent(prompt, pendingMessage) {
+ const intent = resolveAiDocumentQueryIntent(prompt)
+ if (!intent) {
+ return false
+ }
+
+ const conditionSummary = buildAiDocumentQueryConditionSummary(intent)
+ let thinkingEvents = [
+ {
+ eventId: 'document-query-parse',
+ title: '解析自然语言筛选条件',
+ content: `正在从你的问题里提取查询来源、单据类型、时间、状态、费用类型、关键词和金额条件。当前识别：${conditionSummary}。`,
+ status: 'running'
+ },
+ {
+ eventId: 'document-query-fetch',
+ title: '查询业务单据接口',
+ content: intent.source === 'approval' ? '等待调用待我审核单据接口。' : '等待调用我名下单据接口。',
+ status: 'pending'
+ },
+ {
+ eventId: 'document-query-filter',
+ title: '组合筛选单据',
+ content: '等待接口返回后，再按已识别条件做二次筛选。',
+ status: 'pending'
+ }
+ ]
+ await updateAiDocumentQueryThinking(pendingMessage, thinkingEvents)
+ await waitForAiDocumentQueryStep()
+
+ thinkingEvents = completeAiDocumentQueryEvent(thinkingEvents, 'document-query-parse')
+ thinkingEvents = thinkingEvents.map((event) => (
+ event.eventId === 'document-query-fetch'
+ ? {
+ ...event,
+ content: intent.source === 'approval'
+ ? '正在查询待我审核的单据，接口范围为待办/待审单据列表。'
+ : '正在查询我名下的单据，接口范围为当前用户可见单据列表。',
+ status: 'running'
+ }
+ : event
+ ))
+ await updateAiDocumentQueryThinking(pendingMessage, thinkingEvents)
+
+ try {
+ const payload = intent.source === 'approval'
+ ? await fetchApprovalExpenseClaims({ page: 1, pageSize: 100 })
+ : await fetchExpenseClaims({ page: 1, pageSize: 100 })
+ const rawCount = extractExpenseClaimItems(payload).length
+ const filteredRecords = filterAiDocumentQueryRecords(payload, intent)
+ thinkingEvents = completeAiDocumentQueryEvent(
+ thinkingEvents,
+ 'document-query-fetch',
+ `接口返回 ${rawCount} 张候选单据，开始按自然语言条件筛选。`
+ )
+ thinkingEvents = thinkingEvents.map((event) => (
+ event.eventId === 'document-query-filter'
+ ? {
+ ...event,
+ content: `按“${conditionSummary}”组合筛选，当前命中 ${filteredRecords.length} 张。`,
+ status: 'running'
+ }
+ : event
+ ))
+ await updateAiDocumentQueryThinking(pendingMessage, thinkingEvents)
+ await waitForAiDocumentQueryStep()
+
+ const finalMessageText = buildAiDocumentQueryMessage(intent, payload)
+ thinkingEvents = completeAiDocumentQueryEvent(
+ thinkingEvents,
+ 'document-query-filter',
+ `筛选完成，命中 ${filteredRecords.length} 张单据，已生成卡片结果。`
+ )
+ replaceInlineMessage(
+ pendingMessage.id,
+ createInlineMessage('assistant', finalMessageText, {
+ id: pendingMessage.id,
+ stewardPlan: {
+ streamStatus: 'completed',
+ thinkingEvents
+ },
+ suggestedActions: []
+ })
+ )
+ } catch (error) {
+ const finalMessageText = error?.message || '查询单据时出现异常，请稍后再试。'
+ replaceInlineMessage(
+ pendingMessage.id,
+ createInlineMessage('assistant', finalMessageText, {
+ id: pendingMessage.id,
+ stewardPlan: {
+ streamStatus: 'failed',
+ thinkingEvents: failAiDocumentQueryEvents(thinkingEvents)
+ }
+ })
+ )
+ }
+
+ persistCurrentConversation()
+ return true
+}
+
async function requestInlineAssistantReply(prompt, entry = {}, files = []) {
let shouldAutoScrollOnFinish = true
const pendingMessage = createInlineMessage('assistant', '', {
@@ -1145,6 +1528,11 @@ async function requestInlineAssistantReply(prompt, entry = {}, files = []) {
scrollInlineConversationToBottom()
try {
+ if (await handleAiDocumentQueryIntent(prompt, pendingMessage)) {
+ shouldAutoScrollOnFinish = inlineConversationAutoScrollPinned.value
+ return
+ }
+
const planRequest = buildStewardPlanRequest({
rawText: prompt,
files,
@@ -1201,7 +1589,7 @@ async function requestInlineAssistantReply(prompt, entry = {}, files = []) {
suggestedActions: requiredApplicationContinuationFlow ? [] : buildStewardSuggestedActions(plan)
})
)
- if (continueAiRequiredApplicationGateFromPlan(normalizedPlan)) {
+ if (continueAiRequiredApplicationGateFromPlan(normalizedPlan, prompt)) {
shouldAutoScrollOnFinish = inlineConversationAutoScrollPinned.value
}
persistCurrentConversation()
@@ -1243,11 +1631,6 @@ function startInlineConversation(prompt, entry = {}, files = []) {
return
}
- if (aiApplicationDraft.value && !isAiApplicationDraftComplete(aiApplicationDraft.value)) {
- advanceAiApplicationDraft(cleanPrompt, files)
- return
- }
-
if (conversationId.value === AI_SEARCH_CONVERSATION_ID) {
conversationId.value = ''
conversationMessages.value = []
@@ -1362,7 +1745,11 @@ function handleInlineSuggestedAction(action = {}) {
aiExpenseDraft.value = null
const expenseType = String(actionPayload.expense_type || 'travel').trim() || 'travel'
const expenseTypeLabel = String(actionPayload.expense_type_label || '差旅费').trim() || '差旅费'
- startAiApplicationDraft(expenseType, expenseTypeLabel)
+ void startAiApplicationPreview(
+ expenseType,
+ expenseTypeLabel,
+ actionPayload.carry_text || resolveLatestInlineUserPrompt()
+ )
return
}
if (actionType === 'select_expense_type') {
@@ -1382,7 +1769,11 @@ function handleInlineSuggestedAction(action = {}) {
aiExpenseDraft.value = null
const expenseType = String(action?.payload?.expense_type || '').trim()
const expenseTypeLabel = String(action?.payload?.expense_type_label || action?.label || '').trim()
- startAiApplicationDraft(expenseType, expenseTypeLabel)
+ void startAiApplicationPreview(
+ expenseType,
+ expenseTypeLabel,
+ action?.payload?.carry_text || resolveLatestInlineUserPrompt()
+ )
return
}
@@ -1423,6 +1814,46 @@ function pushInlineUserMessage(text) {
conversationMessages.value.push(createInlineMessage('user', String(text || '').trim()))
}
+function resolveLatestInlineUserPrompt() {
+ const latestUserMessage = [...conversationMessages.value].reverse().find((message) => message.role === 'user')
+ return String(latestUserMessage?.content || '').trim()
+}
+
+function normalizeInlineApplicationTypeLabel(expenseTypeLabel, fallback = '费用申请') {
+ const label = String(expenseTypeLabel || '').trim()
+ if (!label) {
+ return fallback
+ }
+ if (label.endsWith('费用申请') || label.endsWith('申请')) {
+ return label
+ }
+ if (label.endsWith('费用')) {
+ return `${label}申请`
+ }
+ if (label.endsWith('费')) {
+ return `${label.slice(0, -1)}费用申请`
+ }
+ return `${label}申请`
+}
+
+function buildInlineApplicationPreview(expenseTypeLabel, sourceText = '') {
+ const rawText = String(sourceText || '').trim()
+ const preview = rawText
+ ? buildLocalApplicationPreview(rawText, currentUser.value || {})
+ : buildApplicationTemplatePreview(currentUser.value || {})
+ const normalized = normalizeApplicationPreview(preview)
+ return normalizeApplicationPreview({
+ ...normalized,
+ fields: {
+ ...(normalized.fields || {}),
+ applicationType: normalizeInlineApplicationTypeLabel(
+ expenseTypeLabel,
+ normalized.fields?.applicationType || '费用申请'
+ )
+ }
+ })
+}
+
// 选定报销类型后，在当前对话页内启动逐项收集流程；
// 差旅/招待需先查申请单，其余类型直接进入字段填写。
function startAiExpenseDraft(expenseType, expenseTypeLabel, requiresApplicationBeforeReimbursement) {
@@ -1537,32 +1968,28 @@ function linkAiExpenseApplication(application = {}) {
scrollInlineConversationToBottom()
}
-// 进入申请草稿：在当前 AI 对话页内逐项收集出差申请要点，
-// 不跳工作台、不调用旧 applyGuided 流程。
-function startAiApplicationDraft(expenseType, expenseTypeLabel) {
- pushInlineUserMessage('在当前对话里先发起申请')
- const draft = createAiApplicationDraft(expenseType, expenseTypeLabel)
- aiApplicationDraft.value = draft
- conversationMessages.value.push(createInlineMessage('assistant', buildAiApplicationStepPrompt(draft)))
- persistCurrentConversation()
- scrollInlineConversationToBottom()
-}
-
-function advanceAiApplicationDraft(answer, files = []) {
- const fileNames = Array.from(files || [])
- pushInlineUserMessage(answer || (fileNames.length ? `上传 ${fileNames.length} 份附件` : ''))
- assistantDraft.value = ''
- clearAiModeFiles()
-
- const next = applyAiApplicationAnswer(aiApplicationDraft.value, answer, fileNames)
- aiApplicationDraft.value = next
-
- if (isAiApplicationDraftComplete(next)) {
- conversationMessages.value.push(createInlineMessage('assistant', buildAiApplicationSummary(next)))
- aiApplicationDraft.value = null
- } else {
- conversationMessages.value.push(createInlineMessage('assistant', buildAiApplicationStepPrompt(next)))
+// 进入申请核对表：复用原有申请预览模型，一次性展示可编辑表格和自动测算结果。
+async function startAiApplicationPreview(expenseType, expenseTypeLabel, sourceText = '', options = {}) {
+ if (!conversationStarted.value) {
+ activateInlineConversation({ title: String(expenseTypeLabel || expenseType || '申请').trim().slice(0, 18) || '申请' })
}
+ const previewSourceText = String(sourceText || resolveLatestInlineUserPrompt()).trim()
+ aiExpenseDraft.value = null
+ assistantDraft.value = ''
+ removeWorkbenchDateTag()
+ closeWorkbenchDatePicker()
+ clearAiModeFiles()
+ if (options.pushUserMessage !== false) {
+ pushInlineUserMessage(options.userMessage || '确认发起出差申请')
+ }
+ const preview = await refreshApplicationPreviewEstimate(
+ buildInlineApplicationPreview(expenseTypeLabel || expenseType, previewSourceText)
+ )
+ const content = buildLocalApplicationPreviewMessage(preview)
+ conversationMessages.value.push(createInlineMessage('assistant', content, {
+ applicationPreview: preview,
+ text: content
+ }))
persistCurrentConversation()
scrollInlineConversationToBottom()
}
diff --git a/web/src/services/aiApplicationPreviewActions.js b/web/src/services/aiApplicationPreviewActions.js
new file mode 100644
index 0000000..079f87c
--- /dev/null
+++ b/web/src/services/aiApplicationPreviewActions.js
@@ -0,0 +1,136 @@
+import { runOrchestrator } from './orchestrator.js'
+import {
+ buildApplicationPreviewRows,
+ buildApplicationPreviewSubmitText,
+ normalizeApplicationPreview
+} from '../utils/expenseApplicationPreview.js'
+
+export const AI_APPLICATION_ACTION_SAVE_DRAFT = 'ai_application_save_draft'
+export const AI_APPLICATION_ACTION_SUBMIT = 'ai_application_submit'
+
+function normalizeText(value) {
+ return String(value || '').trim()
+}
+
+function resolveUserValue(user = {}, ...keys) {
+ for (const key of keys) {
+ const value = normalizeText(user?.[key])
+ if (value) return value
+ }
+ return ''
+}
+
+function buildClientTimeContext() {
+ const now = new Date()
+ const locale =
+ typeof navigator !== 'undefined' && typeof navigator.language === 'string'
+ ? navigator.language
+ : 'zh-CN'
+
+ return {
+ client_now_iso: now.toISOString(),
+ client_timezone_offset_minutes: now.getTimezoneOffset(),
+ client_locale: locale
+ }
+}
+
+function buildApplicationPreviewSaveText(preview = {}) {
+ const rows = buildApplicationPreviewRows(preview)
+ return [
+ '费用申请保存草稿',
+ ...rows.map((row) => `${row.label}：${row.value}`),
+ '',
+ '保存草稿'
+ ].join('\n')
+}
+
+export function buildAiApplicationPreviewActionText(actionType, preview = {}) {
+ const normalized = normalizeApplicationPreview(preview)
+ return actionType === AI_APPLICATION_ACTION_SUBMIT
+ ? buildApplicationPreviewSubmitText(normalized)
+ : buildApplicationPreviewSaveText(normalized)
+}
+
+export function buildAiApplicationPreviewActionPayload({
+ actionType,
+ applicationPreview,
+ currentUser = {},
+ conversationId = '',
+ draftPayload = null
+} = {}) {
+ const normalizedPreview = normalizeApplicationPreview(applicationPreview || {})
+ const message = buildAiApplicationPreviewActionText(actionType, normalizedPreview)
+ const username = resolveUserValue(currentUser, 'username', 'account', 'email', 'name') || 'anonymous'
+ const name = resolveUserValue(currentUser, 'name', 'username')
+ const employeeNo = resolveUserValue(currentUser, 'employeeNo', 'employee_no')
+ const managerName = resolveUserValue(currentUser, 'managerName', 'manager_name', 'directManagerName', 'direct_manager_name')
+ const departmentName = resolveUserValue(currentUser, 'departmentName', 'department_name', 'department')
+ const position = resolveUserValue(currentUser, 'position', 'employeePosition', 'employee_position')
+ const grade = resolveUserValue(currentUser, 'grade', 'employeeGrade', 'employee_grade')
+ const roleCodes = Array.isArray(currentUser.roleCodes)
+ ? currentUser.roleCodes.map((item) => normalizeText(item)).filter(Boolean)
+ : []
+ const draftClaimId = normalizeText(draftPayload?.claim_id || draftPayload?.claimId)
+ const isSubmit = actionType === AI_APPLICATION_ACTION_SUBMIT
+
+ return {
+ source: 'user_message',
+ user_id: username,
+ conversation_id: normalizeText(conversationId) || null,
+ message,
+ context_json: {
+ role_codes: roleCodes,
+ is_admin: Boolean(currentUser.isAdmin),
+ name,
+ role: resolveUserValue(currentUser, 'role'),
+ department: departmentName,
+ department_name: departmentName,
+ position,
+ employee_position: position,
+ employeePosition: position,
+ grade,
+ employee_grade: grade,
+ employeeGrade: grade,
+ employee_no: employeeNo,
+ employeeNo,
+ manager_name: managerName,
+ managerName,
+ direct_manager_name: managerName,
+ directManagerName: managerName,
+ cost_center: resolveUserValue(currentUser, 'costCenter', 'cost_center'),
+ finance_owner_name: resolveUserValue(currentUser, 'financeOwnerName', 'finance_owner_name'),
+ ...buildClientTimeContext(),
+ session_type: 'application',
+ entry_source: 'workbench_ai_inline',
+ source: 'workbench',
+ document_type: 'expense_application',
+ application_stage: 'expense_application',
+ user_input_text: message,
+ application_preview: normalizedPreview,
+ ...(isSubmit
+ ? {}
+ : {
+ application_action: 'save_draft',
+ application_save_mode: true
+ }),
+ ...(draftClaimId
+ ? {
+ application_edit_claim_id: draftClaimId,
+ draft_claim_id: draftClaimId,
+ selected_claim_id: draftClaimId,
+ application_edit_mode: true
+ }
+ : {})
+ }
+ }
+}
+
+export function runAiApplicationPreviewAction(params = {}, options = {}) {
+ return runOrchestrator(buildAiApplicationPreviewActionPayload(params), {
+ timeoutMs: params.actionType === AI_APPLICATION_ACTION_SUBMIT ? 120000 : 75000,
+ timeoutMessage: params.actionType === AI_APPLICATION_ACTION_SUBMIT
+ ? '申请提交处理超时，请稍后重试。'
+ : '申请草稿保存超时，请稍后重试。',
+ ...options
+ })
+}
diff --git a/web/src/utils/aiApplicationPrecheckModel.js b/web/src/utils/aiApplicationPrecheckModel.js
new file mode 100644
index 0000000..9fdd174
--- /dev/null
+++ b/web/src/utils/aiApplicationPrecheckModel.js
@@ -0,0 +1,345 @@
+import { extractExpenseClaimItems } from '../services/reimbursements.js'
+import {
+ isClaimOwnedByCurrentUser,
+ isExpenseApplicationClaim,
+ matchesRequiredApplicationExpenseType,
+ normalizeRequiredApplicationCandidate
+} from '../views/scripts/travelReimbursementApplicationLinkModel.js'
+import {
+ normalizeApplicationPreview,
+ resolveApplicationDateRange
+} from './expenseApplicationPreview.js'
+
+const APPLICATION_BUDGET_REVIEW_THRESHOLD = 90
+
+function normalizeText(value) {
+ return String(value || '').trim()
+}
+
+function normalizeMoney(value) {
+ if (typeof value === 'number') {
+ return Number.isFinite(value) ? value : 0
+ }
+ const normalized = normalizeText(value).replace(/,/g, '')
+ const match = normalized.match(/-?\d+(?:\.\d+)?/)
+ const amount = match ? Number(match[0]) : 0
+ return Number.isFinite(amount) && amount > 0 ? amount : 0
+}
+
+function formatMoney(value) {
+ const amount = normalizeMoney(value)
+ if (!amount) {
+ return ''
+ }
+ return `${new Intl.NumberFormat('zh-CN', {
+ maximumFractionDigits: Number.isInteger(amount) ? 0 : 2,
+ minimumFractionDigits: Number.isInteger(amount) ? 0 : 2
+ }).format(amount)}元`
+}
+
+function escapeMarkdownCell(value) {
+ return normalizeText(value).replace(/\|/g, '\\|') || '-'
+}
+
+function buildApplicationDetailHref(item = {}) {
+ const claimNo = normalizeText(item.claimNo)
+ const reference = claimNo && claimNo !== '未编号申请单'
+ ? claimNo
+ : normalizeText(item.claimId)
+ return reference ? `#ai-open-application-detail:${encodeURIComponent(reference)}` : ''
+}
+
+function buildApplicationDetailActionCell(item = {}) {
+ const href = buildApplicationDetailHref(item)
+ return href ? `[查看](${href})` : '-'
+}
+
+function parseDate(value) {
+ const dateText = normalizeText(value)
+ if (!/^\d{4}-\d{2}-\d{2}$/.test(dateText)) {
+ return null
+ }
+ const date = new Date(`${dateText}T00:00:00Z`)
+ return Number.isNaN(date.getTime()) ? null : date
+}
+
+function resolveDateRange(value, daysText = '') {
+ const resolved = resolveApplicationDateRange(value, daysText)
+ if (!resolved) {
+ return null
+ }
+ const startText = normalizeText(resolved.startDate)
+ const endText = normalizeText(resolved.endDate || resolved.startDate)
+ const startDate = parseDate(startText)
+ const endDate = parseDate(endText)
+ if (!startDate || !endDate) {
+ return null
+ }
+ return startDate <= endDate
+ ? { startText, endText, startDate, endDate }
+ : { startText: endText, endText: startText, startDate: endDate, endDate: startDate }
+}
+
+function rangesOverlap(left, right) {
+ return Boolean(left && right && left.startDate <= right.endDate && right.startDate <= left.endDate)
+}
+
+function resolvePreviewDateRange(preview) {
+ const fields = normalizeApplicationPreview(preview).fields || {}
+ return resolveDateRange(fields.time, fields.days)
+}
+
+function resolvePreviewAmount(preview) {
+ const normalized = normalizeApplicationPreview(preview)
+ const fields = normalized.fields || {}
+ const policyEstimate = normalized.policyEstimate && typeof normalized.policyEstimate === 'object'
+ ? normalized.policyEstimate
+ : {}
+ return normalizeMoney(
+ fields.amount ||
+ fields.policyTotalAmount ||
+ fields.reimbursementAmount ||
+ policyEstimate.system_total_amount
+ )
+}
+
+function resolveApplicationClaims(claimsPayload, currentUser, expenseType) {
+ return extractExpenseClaimItems(claimsPayload)
+ .filter((claim) => (
+ isExpenseApplicationClaim(claim) &&
+ isClaimOwnedByCurrentUser(claim, currentUser) &&
+ matchesRequiredApplicationExpenseType(claim, expenseType)
+ ))
+ .map((claim) => normalizeRequiredApplicationCandidate(claim))
+}
+
+function buildOverlapPrecheck(preview, claimsPayload, currentUser, expenseType) {
+ const targetRange = resolvePreviewDateRange(preview)
+ if (!targetRange) {
+ return {
+ status: 'unknown',
+ summary: '暂未识别到完整出差日期，无法判断是否与已有申请时间重叠。'
+ }
+ }
+
+ const applications = resolveApplicationClaims(claimsPayload, currentUser, expenseType)
+ const matches = applications
+ .map((application) => {
+ const range = resolveDateRange(application.business_time)
+ return {
+ ...application,
+ range
+ }
+ })
+ .filter((application) => rangesOverlap(targetRange, application.range))
+ .slice(0, 3)
+
+ if (!matches.length) {
+ return {
+ status: 'ok',
+ summary: `未发现 ${targetRange.startText} 至 ${targetRange.endText} 期间已有重叠的差旅申请单。`,
+ matches: []
+ }
+ }
+
+ return {
+ status: 'warning',
+ summary: `发现 ${matches.length} 张同时间段可能重叠的申请单，暂不能继续发起新的出差申请。`,
+ matches: matches.map((item) => ({
+ claimId: item.id || '',
+ claimNo: item.claim_no || '未编号申请单',
+ time: item.business_time || '',
+ statusLabel: item.status_label || '',
+ reason: item.reason || ''
+ }))
+ }
+}
+
+function isBlockingPrecheck(precheck = {}) {
+ return precheck?.overlap?.status === 'warning'
+}
+
+function buildOverlapMatchTable(matches = []) {
+ const rows = Array.isArray(matches) ? matches : []
+ if (!rows.length) {
+ return ''
+ }
+ return [
+ '| 单据编号 | 申请时间 | 状态 | 事由 | 操作 |',
+ '| --- | --- | --- | --- | --- |',
+ ...rows.map((item) => [
+ escapeMarkdownCell(item.claimNo),
+ escapeMarkdownCell(item.time),
+ escapeMarkdownCell(item.statusLabel),
+ escapeMarkdownCell(item.reason),
+ buildApplicationDetailActionCell(item)
+ ].join(' | ')).map((row) => `| ${row} |`)
+ ].join('\n')
+}
+
+function resolveBudgetNumbers(summary = {}) {
+ const totalAmount = normalizeMoney(summary.total_amount || summary.totalAmount)
+ const reservedAmount = normalizeMoney(summary.reserved_amount || summary.reservedAmount)
+ const consumedAmount = normalizeMoney(summary.consumed_amount || summary.consumedAmount)
+ const availableAmount = normalizeMoney(summary.available_amount || summary.availableAmount)
+ return {
+ totalAmount,
+ reservedAmount,
+ consumedAmount,
+ availableAmount,
+ usedAmount: reservedAmount + consumedAmount
+ }
+}
+
+function buildBudgetPrecheck(preview, budgetSummary) {
+ const amount = resolvePreviewAmount(preview)
+ const missingFields = normalizeApplicationPreview(preview).missingFields || []
+ if (!amount) {
+ const reason = missingFields.includes('出行方式')
+ ? '当前还缺出行方式，交通费用和申请总额暂未完成测算。'
+ : '当前申请总额暂未完成测算。'
+ return {
+ status: 'pending',
+ requiresBudgetReview: false,
+ summary: `${reason}补齐后会刷新预算占用；若达到 ${APPLICATION_BUDGET_REVIEW_THRESHOLD}% 预算复核线或超预算，系统会增加预算管理者审核。`
+ }
+ }
+
+ if (!budgetSummary || typeof budgetSummary !== 'object') {
+ return {
+ status: 'unknown',
+ requiresBudgetReview: false,
+ summary: `本次预计申请金额 ${formatMoney(amount)}。预算接口暂未返回，以提交时系统预算复核为准；若达到 ${APPLICATION_BUDGET_REVIEW_THRESHOLD}% 复核线或超预算，会增加预算管理者审核。`
+ }
+ }
+
+ const budget = resolveBudgetNumbers(budgetSummary)
+ if (!budget.totalAmount) {
+ return {
+ status: 'unknown',
+ requiresBudgetReview: false,
+ summary: `本次预计申请金额 ${formatMoney(amount)}。当前部门预算总额暂未配置或暂未返回，提交时会继续做预算归口复核。`
+ }
+ }
+
+ const afterUsed = budget.usedAmount + amount
+ const afterUsageRate = Number(((afterUsed / budget.totalAmount) * 100).toFixed(2))
+ if (amount > budget.availableAmount) {
+ return {
+ status: 'warning',
+ requiresBudgetReview: true,
+ summary: `本次预计申请金额 ${formatMoney(amount)}，当前可用预算 ${formatMoney(budget.availableAmount)}，预计超出 ${formatMoney(amount - budget.availableAmount)}，提交后需要预算管理者审核。`
+ }
+ }
+ if (afterUsageRate >= APPLICATION_BUDGET_REVIEW_THRESHOLD) {
+ return {
+ status: 'warning',
+ requiresBudgetReview: true,
+ summary: `本次预计申请金额 ${formatMoney(amount)}，审批后预算占用约 ${afterUsageRate}%，达到 ${APPLICATION_BUDGET_REVIEW_THRESHOLD}% 复核线，提交后需要预算管理者审核。`
+ }
+ }
+
+ return {
+ status: 'ok',
+ requiresBudgetReview: false,
+ summary: `本次预计申请金额 ${formatMoney(amount)}，审批后预算占用约 ${afterUsageRate}%，未达到 ${APPLICATION_BUDGET_REVIEW_THRESHOLD}% 复核线。`
+ }
+}
+
+export function buildAiApplicationPrecheck(preview = {}, {
+ claimsPayload = null,
+ budgetSummary = null,
+ currentUser = {},
+ expenseType = 'travel',
+ budgetError = null
+} = {}) {
+ const normalizedPreview = normalizeApplicationPreview(preview)
+ const budget = budgetError
+ ? {
+ status: 'unknown',
+ requiresBudgetReview: false,
+ summary: `预算接口暂未返回：${normalizeText(budgetError?.message || budgetError) || '当前无可用预算数据'}。提交时系统仍会按预算余额、风险规则判断是否增加预算管理者审核。`
+ }
+ : buildBudgetPrecheck(normalizedPreview, budgetSummary)
+ return {
+ overlap: buildOverlapPrecheck(normalizedPreview, claimsPayload, currentUser, expenseType),
+ budget,
+ missingFields: Array.isArray(normalizedPreview.missingFields) ? normalizedPreview.missingFields : []
+ }
+}
+
+export function buildAiApplicationPrecheckThinkingEvents(precheck = {}) {
+ const blocked = isBlockingPrecheck(precheck)
+ return [
+ {
+ eventId: 'application-precheck-overlap',
+ title: '核查同时间段申请单',
+ content: precheck?.overlap?.summary || '已完成已有申请单核查。',
+ status: precheck?.overlap?.status === 'warning' ? 'completed' : 'completed'
+ },
+ {
+ eventId: 'application-precheck-budget',
+ title: '评估预算与审批影响',
+ content: precheck?.budget?.summary || '已完成预算影响评估。',
+ status: 'completed'
+ },
+ {
+ eventId: 'application-precheck-form',
+ title: blocked ? '暂停生成申请表' : '生成申请表草稿',
+ content: blocked
+ ? '因发现同时间段已有申请单，已暂停生成新的申请表，等待用户核对申请时间。'
+ : '已将识别到的时间、地点、事由和申请人信息预填到申请表。',
+ status: 'completed'
+ }
+ ]
+}
+
+export function buildAiApplicationPrecheckMessage(preview = {}, precheck = {}) {
+ if (isBlockingPrecheck(precheck)) {
+ const matchTable = buildOverlapMatchTable(precheck?.overlap?.matches)
+ const lines = [
+ '### 发现同时间段已有申请单',
+ '',
+ '**我已完成发起前的单据重叠核查**，当前不能继续生成新的出差申请表。',
+ '',
+ `> **时间重叠提醒**：${precheck?.overlap?.summary || '发现同时间段已有申请单，暂不能继续发起新的出差申请。'}`,
+ ]
+ if (matchTable) {
+ lines.push('', matchTable)
+ }
+ lines.push(
+ '',
+ '> **请先核对**：请先检查本次申请时间是否填写正确。若日期填错，请直接回复正确的出发时间和返回时间，我会重新查询；若日期无误，请先处理或关联已有申请单，避免重复申请。',
+ '',
+ '我会先暂停本次申请表生成，不会开放保存草稿或提交入口。'
+ )
+ return lines.join('\n')
+ }
+
+ const normalized = normalizeApplicationPreview(preview)
+ const missingFields = Array.isArray(normalized.missingFields) ? normalized.missingFields : []
+ const missingText = missingFields.length ? missingFields.join('、') : '暂无'
+ const budgetPrefix = precheck?.budget?.requiresBudgetReview ? '**预算管理者审核提示**' : '**预算与审批影响**'
+ const overlapPrefix = precheck?.overlap?.status === 'warning' ? '**时间重叠提醒**' : '**单据重叠核查**'
+ const lines = [
+ '### 出差申请表草稿已生成',
+ '',
+ '**我已完成发起前的单据与预算预审**，并为您生成一张完整的出差申请表。',
+ '',
+ `> ${overlapPrefix}：${precheck?.overlap?.summary || '已完成已有单据核查。'}`,
+ '',
+ `> ${budgetPrefix}：${precheck?.budget?.summary || '已完成预算影响评估。'}`,
+ '',
+ `> **仍需补充**：${missingText}`,
+ '',
+ '请直接点击表格中的字段补充或修改；费用测算会根据地点、天数和出行方式自动更新。'
+ ]
+
+ if (missingFields.length) {
+ lines.push('', `当前还需要补充：**${missingText}**。`)
+ } else {
+ lines.push('', '信息已基本齐全，您可以保存草稿，或直接提交进入审批。')
+ }
+
+ return lines.join('\n')
+}
diff --git a/web/src/utils/aiConversationHtmlRenderer.js b/web/src/utils/aiConversationHtmlRenderer.js
new file mode 100644
index 0000000..83f5e76
--- /dev/null
+++ b/web/src/utils/aiConversationHtmlRenderer.js
@@ -0,0 +1,647 @@
+const ALLOWED_COLON_HEADING_TITLES = new Set([
+ '基础信息识别结果',
+ '报销测算参考',
+ '补充信息'
+])
+
+const BUSINESS_FIELD_LABELS = new Set([
+ '时间',
+ '地点',
+ '事由',
+ '金额',
+ '费用类型',
+ '报销类型',
+ '商户',
+ '商户/开票方',
+ '客户',
+ '客户/项目对象',
+ '附件',
+ '附件/凭证',
+ '出行方式'
+])
+
+const APPLICATION_DETAIL_HREF_PREFIX = '#ai-open-application-detail:'
+const DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
+const TRUSTED_HTML_BLOCK_RE = /\s*([\s\S]*?)\s*/g
+const TRUSTED_HTML_PLACEHOLDER_PREFIX = 'AI_TRUSTED_HTML_BLOCK_'
+const TRUSTED_HTML_ALLOWED_TAGS = new Set([
+ 'section',
+ 'article',
+ 'header',
+ 'footer',
+ 'div',
+ 'span',
+ 'strong',
+ 'a'
+])
+const TRUSTED_HTML_ALLOWED_ATTRS = new Set([
+ 'aria-label',
+ 'class',
+ 'data-ai-action',
+ 'href'
+])
+
+function escapeHtml(value = '') {
+ return String(value)
+ .replace(/&/g, '&')
+ .replace(//g, '>')
+ .replace(/"/g, '"')
+ .replace(/'/g, ''')
+}
+
+function sanitizeHref(href = '') {
+ const value = String(href || '').trim()
+ if (/^(https?:\/\/|#)/i.test(value)) {
+ return escapeHtml(value)
+ }
+ return '#'
+}
+
+function isApplicationDetailHref(href = '') {
+ return String(href || '').trim().startsWith(APPLICATION_DETAIL_HREF_PREFIX)
+}
+
+function isDocumentDetailHref(href = '') {
+ return String(href || '').trim().startsWith(DOCUMENT_DETAIL_HREF_PREFIX)
+}
+
+function sanitizeImageSrc(src = '') {
+ const value = String(src || '').trim()
+ if (/^(https?:\/\/|blob:|\/)/i.test(value)) {
+ return escapeHtml(value)
+ }
+ if (/^data:image\/(?:png|jpe?g|webp|gif);base64,[a-z0-9+/=]+$/i.test(value)) {
+ return escapeHtml(value)
+ }
+ return ''
+}
+
+function renderLinkHtml(label = '', href = '') {
+ const sanitizedHref = sanitizeHref(href)
+ if (isApplicationDetailHref(href)) {
+ return [
+ `',
+ label,
+ ''
+ ].join('')
+ }
+ if (isDocumentDetailHref(href)) {
+ return [
+ `',
+ label,
+ ''
+ ].join('')
+ }
+ return `${label}`
+}
+
+function renderInlineImageHtml(alt = '', src = '') {
+ const sanitizedSrc = sanitizeImageSrc(src)
+ if (!sanitizedSrc) {
+ return escapeHtml(alt || src)
+ }
+ return [
+ `$1')
+ html = html.replace(/\*\*([^*]+)\*\*/g, '$1')
+ html = html.replace(/__([^_]+)__/g, '$1')
+ return html
+}
+
+function splitColonHeadingLine(line) {
+ const rawLine = String(line || '')
+ const trimmed = rawLine.trim()
+ if (!trimmed || trimmed.startsWith('|') || /^#{1,6}\s/.test(trimmed)) {
+ return [rawLine]
+ }
+
+ const chineseColonIndex = trimmed.indexOf('：')
+ const asciiColonIndex = trimmed.indexOf(':')
+ const colonIndexes = [chineseColonIndex, asciiColonIndex].filter((index) => index > 0)
+ if (!colonIndexes.length) {
+ return [rawLine]
+ }
+
+ const colonIndex = Math.min(...colonIndexes)
+ const title = trimmed.slice(0, colonIndex)
+ const body = trimmed.slice(colonIndex + 1).trim()
+ if (!ALLOWED_COLON_HEADING_TITLES.has(title)) {
+ return [rawLine]
+ }
+ return body ? [`### ${title}`, '', body] : [`### ${title}`]
+}
+
+function normalizeBusinessFieldLine(line) {
+ const rawLine = String(line || '')
+ const trimmed = rawLine.trim()
+ if (
+ !trimmed ||
+ trimmed.startsWith('|') ||
+ /^[-*+]\s/.test(trimmed) ||
+ /^#{1,6}\s/.test(trimmed)
+ ) {
+ return rawLine
+ }
+
+ const match = trimmed.match(/^([^：:\n]{1,16})[：:]\s*(.+)$/u)
+ if (!match) {
+ return rawLine
+ }
+ const label = match[1].trim()
+ const value = match[2].trim()
+ if (!BUSINESS_FIELD_LABELS.has(label) || !value) {
+ return rawLine
+ }
+ return `- **${label}**：${value}`
+}
+
+function normalizeConversationText(text = '') {
+ const lines = String(text || '').replace(/\r\n?/g, '\n').split('\n')
+ const normalizedLines = []
+ let inFence = false
+
+ lines.forEach((line) => {
+ if (/^\s*(```|~~~)/.test(line)) {
+ inFence = !inFence
+ normalizedLines.push(line)
+ return
+ }
+ if (inFence) {
+ normalizedLines.push(line)
+ return
+ }
+
+ const nextLines = splitColonHeadingLine(line)
+ if (nextLines[0]?.startsWith('### ') && normalizedLines.length) {
+ const previousLine = normalizedLines[normalizedLines.length - 1]
+ if (String(previousLine || '').trim()) {
+ normalizedLines.push('')
+ }
+ }
+ normalizedLines.push(...nextLines.map((nextLine) => normalizeBusinessFieldLine(nextLine)))
+ })
+
+ return normalizedLines.join('\n').replace(/\n{3,}/g, '\n\n').trim()
+}
+
+function hasOnlyTrustedHtmlTags(html = '') {
+ const tagPattern = /<\/?([a-z][\w-]*)([^>]*)>/gi
+ let match = tagPattern.exec(html)
+ while (match) {
+ const tagName = String(match[1] || '').toLowerCase()
+ if (!TRUSTED_HTML_ALLOWED_TAGS.has(tagName)) {
+ return false
+ }
+ const attrText = String(match[2] || '')
+ const attrPattern = /\s([:@\w-]+)\s*=/g
+ let attrMatch = attrPattern.exec(attrText)
+ while (attrMatch) {
+ const attrName = String(attrMatch[1] || '').toLowerCase()
+ if (!TRUSTED_HTML_ALLOWED_ATTRS.has(attrName)) {
+ return false
+ }
+ attrMatch = attrPattern.exec(attrText)
+ }
+ match = tagPattern.exec(html)
+ }
+ return true
+}
+
+function sanitizeTrustedHtmlBlock(html = '') {
+ const value = String(html || '').trim()
+ if (!value || !value.includes('class="ai-document-card-list"')) {
+ return ''
+ }
+ if (/<(?:script|style|iframe|object|embed|link|meta|form|input|button|textarea|select)\b/i.test(value)) {
+ return ''
+ }
+ if (/\son[a-z]+\s*=/i.test(value) || /javascript\s*:/i.test(value)) {
+ return ''
+ }
+ if (!hasOnlyTrustedHtmlTags(value)) {
+ return ''
+ }
+ const hrefs = [...value.matchAll(/\shref="([^"]*)"/gi)].map((match) => String(match[1] || '').trim())
+ if (hrefs.some((href) => !href.startsWith(DOCUMENT_DETAIL_HREF_PREFIX))) {
+ return ''
+ }
+ return value
+}
+
+function extractTrustedHtmlBlocks(text = '') {
+ const trustedHtmlBlocks = []
+ const content = String(text || '').replace(TRUSTED_HTML_BLOCK_RE, (_match, html) => {
+ const sanitizedHtml = sanitizeTrustedHtmlBlock(html)
+ if (!sanitizedHtml) {
+ return ''
+ }
+ const placeholder = `${TRUSTED_HTML_PLACEHOLDER_PREFIX}${trustedHtmlBlocks.length}`
+ trustedHtmlBlocks.push(sanitizedHtml)
+ return `\n\n${placeholder}\n\n`
+ })
+ return { content, trustedHtmlBlocks }
+}
+
+function restoreTrustedHtmlBlocks(html = '', trustedHtmlBlocks = []) {
+ return trustedHtmlBlocks.reduce((nextHtml, block, index) => {
+ const placeholder = `${TRUSTED_HTML_PLACEHOLDER_PREFIX}${index}`
+ const paragraphPattern = new RegExp(`${placeholder}
`, 'g') + return nextHtml + .replace(paragraphPattern, block) + .replaceAll(placeholder, block) + }, html) +} + +function isFenceLine(line = '') { + return /^\s*(```|~~~)/.test(String(line || '')) +} + +function isHeadingLine(line = '') { + return /^#{1,6}\s+/.test(String(line || '').trim()) +} + +function isQuoteLine(line = '') { + return /^>\s?/.test(String(line || '').trim()) +} + +function isUnorderedListLine(line = '') { + return /^[-*+]\s+/.test(String(line || '').trim()) +} + +function isOrderedListLine(line = '') { + return /^\d+\.\s+/.test(String(line || '').trim()) +} + +function isHorizontalRuleLine(line = '') { + return /^(-{3,}|\*{3,}|_{3,})$/.test(String(line || '').trim()) +} + +function isTableDivider(line = '') { + const cells = parseTableRow(line) + return cells.length > 1 && cells.every((cell) => /^:?-{3,}:?$/.test(cell.trim())) +} + +function isTableStart(lines, index) { + const current = String(lines[index] || '').trim() + const next = String(lines[index + 1] || '').trim() + return current.startsWith('|') && next.startsWith('|') && isTableDivider(next) +} + +function parseImageLine(line = '') { + const match = String(line || '').trim().match(/^!\[([^\]]*)\]\(([^)\s]+)\)$/) + if (!match) { + return null + } + const src = sanitizeImageSrc(match[2]) + if (!src) { + return null + } + return { + alt: String(match[1] || '').trim(), + src + } +} + +function parseTableRow(line = '') { + const trimmed = String(line || '').trim() + if (!trimmed.startsWith('|')) { + return [] + } + return trimmed + .replace(/^\|/, '') + .replace(/\|$/, '') + .split('|') + .map((cell) => cell.trim()) +} + +function splitLabelAndBody(rawText = '') { + const text = String(rawText || '').trim() + const strongMatch = text.match(/^\*\*([^*]+)\*\*[：:]\s*(.*)$/u) + if (strongMatch) { + return { + label: strongMatch[1].trim(), + body: strongMatch[2].trim() + } + } + + const plainText = text.replace(/\*\*/g, '') + const match = plainText.match(/^([^：:\n]{2,20})[：:]\s*(.*)$/u) + if (!match) { + return null + } + return { + label: match[1].trim(), + body: match[2].trim() + } +} + +function isSpecialBlockStart(lines, index) { + const line = String(lines[index] || '').trim() + return ( + !line || + isFenceLine(line) || + isHeadingLine(line) || + isQuoteLine(line) || + isUnorderedListLine(line) || + isOrderedListLine(line) || + isHorizontalRuleLine(line) || + Boolean(parseImageLine(line)) || + isTableStart(lines, index) + ) +} + +function nextNonEmptyLineMatches(lines, index, predicate) { + let cursor = index + 1 + while (cursor < lines.length) { + const nextLine = String(lines[cursor] || '').trim() + if (nextLine) { + return predicate(nextLine) + } + cursor += 1 + } + return false +} + +function renderHeading(line = '') { + const match = String(line || '').trim().match(/^(#{1,6})\s+(.+)$/) + if (!match) { + return '' + } + const level = Math.min(Math.max(match[1].length, 2), 4) + const className = level === 3 ? 'ai-html-title' : `ai-html-title ai-html-title--level-${level}` + return `${renderInlineHtml(text)}
` : '' +} + +function renderImageBlock(line = '') { + const image = parseImageLine(line) + if (!image) { + return '' + } + return [ + '- ',
+ ...structuredItems.map((item, index) => [
+ '
- ',
+ `${index + 1}`,
+ '', + `${renderInlineHtml(item.label)}`, + item.body ? `', + '
${renderInlineHtml(item.body)}
` : '', + ' '
+ ].join('')),
+ '
- ',
+ ...parsedItems.map((item) => `
- ${renderInlineHtml(item)} `), + '
- ',
+ ...parsedItems.map((item) => `
- ${renderInlineHtml(item)} `), + '
',
+ '',
+ '
',
+ '
'
+ ].join('')
+}
+
+function renderCodeBlock(lines = []) {
+ const code = lines.join('\n').replace(/\n$/, '')
+ return `| ${renderInlineHtml(cell)} | `), + '
|---|
| ${renderInlineHtml(row[index] || '')} | `), + '
${escapeHtml(code)}') + index += 1 + continue + } + + const paragraphLines = [] + while (index < lines.length && !isSpecialBlockStart(lines, index)) { + paragraphLines.push(lines[index]) + index += 1 + } + blocks.push(renderParagraph(paragraphLines)) + } + + return restoreTrustedHtmlBlocks( + `
${blocks.filter(Boolean).join('')}
`,
+ extracted.trustedHtmlBlocks
+ )
+}
diff --git a/web/src/utils/aiDocumentQueryModel.js b/web/src/utils/aiDocumentQueryModel.js
new file mode 100644
index 0000000..26e6c7e
--- /dev/null
+++ b/web/src/utils/aiDocumentQueryModel.js
@@ -0,0 +1,784 @@
+import { extractExpenseClaimItems } from '../services/reimbursements.js'
+
+const DOCUMENT_QUERY_LIMIT = 8
+
+const STATUS_LABELS = {
+ draft: '草稿',
+ submitted: '审批中',
+ pending: '待处理',
+ approved: '已审批',
+ completed: '已完成',
+ archived: '已归档',
+ returned: '已退回',
+ rejected: '已驳回',
+ pending_payment: '待付款',
+ paid: '已付款'
+}
+
+const TYPE_LABELS = {
+ travel: '差旅费',
+ travel_application: '差旅费用申请',
+ expense_application: '费用申请',
+ application: '费用申请',
+ office: '办公用品费',
+ transport: '交通费',
+ hotel: '住宿费',
+ meal: '业务招待费',
+ entertainment: '业务招待费',
+ meeting: '会务费',
+ training: '培训费',
+ software: '软件服务费',
+ other: '其他费用'
+}
+
+const STATUS_FILTERS = [
+ { label: '草稿', keys: ['draft'], pattern: /草稿|未提交/ },
+ { label: '审批中', keys: ['submitted', 'pending'], pattern: /审批中|审核中|待审批|待审核|待审|已提交/ },
+ { label: '已审批', keys: ['approved'], pattern: /已审批|审批通过|已通过|已批准/ },
+ { label: '已完成', keys: ['completed'], pattern: /已完成|完成/ },
+ { label: '已归档', keys: ['archived'], pattern: /已归档|归档/ },
+ { label: '已退回', keys: ['returned'], pattern: /已退回|退回|待补充/ },
+ { label: '已驳回', keys: ['rejected'], pattern: /已驳回|驳回|拒绝/ },
+ { label: '待付款', keys: ['pending_payment'], pattern: /待付款|待支付/ },
+ { label: '已付款', keys: ['paid'], pattern: /已付款|已支付/ }
+]
+
+const EXPENSE_TYPE_FILTERS = [
+ { label: '差旅费', codes: ['travel', 'travel_application'], pattern: /差旅|出差|差旅费|差旅费用/ },
+ { label: '交通费', codes: ['transport'], pattern: /交通|火车|机票|打车|出租|网约车/ },
+ { label: '住宿费', codes: ['hotel'], pattern: /住宿|酒店|宾馆/ },
+ { label: '业务招待费', codes: ['meal', 'entertainment'], pattern: /招待|餐饮|宴请|客户餐/ },
+ { label: '办公用品费', codes: ['office'], pattern: /办公|办公用品|采购/ },
+ { label: '会务费', codes: ['meeting'], pattern: /会务|会议/ },
+ { label: '培训费', codes: ['training'], pattern: /培训/ },
+ { label: '软件服务费', codes: ['software'], pattern: /软件|服务费|订阅/ }
+]
+
+const MONEY_FORMATTER = new Intl.NumberFormat('zh-CN', {
+ style: 'currency',
+ currency: 'CNY',
+ minimumFractionDigits: 2,
+ maximumFractionDigits: 2
+})
+
+function normalizeText(value) {
+ return String(value ?? '').trim()
+}
+
+function escapeHtml(value = '') {
+ return String(value || '')
+ .replace(/&/g, '&')
+ .replace(//g, '>')
+ .replace(/"/g, '"')
+ .replace(/'/g, ''')
+}
+
+function compactText(value) {
+ return normalizeText(value).replace(/\s+/g, '')
+}
+
+function normalizeDateText(value) {
+ const text = normalizeText(value)
+ const matched = text.match(/^(\d{4})[-/.年](\d{1,2})[-/.月](\d{1,2})/)
+ if (!matched) {
+ return ''
+ }
+ return [
+ matched[1],
+ String(matched[2]).padStart(2, '0'),
+ String(matched[3]).padStart(2, '0')
+ ].join('-')
+}
+
+function parseDate(value) {
+ const text = normalizeDateText(value)
+ if (!text) {
+ return null
+ }
+ const date = new Date(`${text}T00:00:00Z`)
+ return Number.isNaN(date.getTime()) ? null : date
+}
+
+function formatDate(date) {
+ return date.toISOString().slice(0, 10)
+}
+
+function resolveToday(options = {}) {
+ return parseDate(options.today) || new Date()
+}
+
+function lastDayOfMonth(year, month) {
+ return new Date(Date.UTC(year, month, 0)).getUTCDate()
+}
+
+function buildMonthRange(year, month) {
+ const normalizedMonth = String(month).padStart(2, '0')
+ return {
+ start: `${year}-${normalizedMonth}-01`,
+ end: `${year}-${normalizedMonth}-${String(lastDayOfMonth(year, month)).padStart(2, '0')}`,
+ label: `${year}年${month}月`
+ }
+}
+
+function resolveTimeRange(prompt, options = {}) {
+ const text = compactText(prompt)
+ const today = resolveToday(options)
+ const todayText = formatDate(today)
+
+ const explicitMonth = text.match(/(?:(?',
+ `${escapeHtml(record.statusLabel)}`,
+ `${escapeHtml(record.documentTypeLabel)} · ${escapeHtml(record.typeLabel)}`,
+ '
',
+ `${escapeHtml(record.documentNo || '未编号单据')}`,
+ '',
+ `${escapeHtml(record.reason)}`,
+ '
',
+ '',
+ '',
+ `${escapeHtml(record.ownerLabel)}`,
+ '·',
+ `${escapeHtml(record.departmentLabel)}`,
+ '
',
+ '${placeholder}
\\n?`, 'g') + return nextHtml + .replace(paragraphPattern, block) + .replaceAll(placeholder, block) + }, html) +} + +export function renderMarkdown(text = '') { + const { content, trustedHtmlBlocks } = extractTrustedHtmlBlocks(text) + const normalized = normalizeColonHeadings(content).trim() + return normalized ? restoreTrustedHtmlBlocks(markdown.render(normalized), trustedHtmlBlocks) : '' } diff --git a/web/src/utils/riskVisibility.js b/web/src/utils/riskVisibility.js index b79412b..7396cb4 100644 --- a/web/src/utils/riskVisibility.js +++ b/web/src/utils/riskVisibility.js @@ -121,9 +121,6 @@ export function resolveRiskActionability(flag, options = {}) { if (source === 'attachment_analysis') { return 'fixable_by_submitter' } - if (stage === 'expense_application') { - return 'review_decision' - } if (['policy', 'invoice', 'trip', 'amount'].includes(domain)) { return 'fixable_by_submitter' } @@ -147,9 +144,6 @@ export function resolveRiskVisibilityScope(flag, options = {}) { if (actionability === 'fixable_by_submitter') { return 'submitter' } - if (stage === 'expense_application') { - return 'leader' - } return 'finance' } @@ -226,8 +220,10 @@ export function canViewRiskForContext(flag, options = {}) { return false } if (stage === 'expense_application') { + // 申请单阶段：申请人可见可自行整改的风险（信息完整性/差旅/金额等）， + // 以便申请时知晓风险及原因；预算类仅预算审批人可见；其余（画像/审批流程）仅领导/审批人可见。 if (context.isCurrentApplicant) { - return false + return actionability === 'fixable_by_submitter' || visibilityScope === 'submitter' } if (riskDomain === 'budget' || actionability === 'budget_governance' || visibilityScope === 'budget_manager') { return context.isBudgetReviewer diff --git a/web/src/views/DocumentsCenterView.vue b/web/src/views/DocumentsCenterView.vue index 2084b6c..d7288ff 100644 --- a/web/src/views/DocumentsCenterView.vue +++ b/web/src/views/DocumentsCenterView.vue @@ -258,6 +258,7 @@ import EnterprisePagination from '../components/shared/EnterprisePagination.vue' import TableEmptyState from '../components/shared/TableEmptyState.vue' import TableLoadingState from '../components/shared/TableLoadingState.vue' import { useMinimumVisibleState } from '../composables/useMinimumVisibleState.js' +import { useSystemState } from '../composables/useSystemState.js' import { mapExpenseClaimToRequest } from '../composables/useRequests.js' import { extractExpenseClaimItems, @@ -377,6 +378,8 @@ const emit = defineEmits([ 'summary-change' ]) +const { currentUser } = useSystemState() + function readDocumentCenterQueryText(key) { const value = route.query?.[key] return String(Array.isArray(value) ? value[0] || '' : value || '').trim() @@ -781,7 +784,12 @@ function resolveDocumentRiskFlags(row) { function buildDocumentRiskMeta(row) { const riskFlags = resolveDocumentRiskFlags(row) const riskSummary = row?.riskSummary || row?.risk - const count = countClaimRisks(riskFlags, riskSummary) + // 列表风险标签按当前查看者可见性过滤，与详情页口径一致： + // 申请人看不到的预算治理等风险不计入列表展示的风险等级。 + const viewerOptions = currentUser.value + ? { request: row || {}, currentUser: currentUser.value } + : null + const count = countClaimRisks(riskFlags, riskSummary, viewerOptions) if (!count) { const meta = RISK_TONE_META.none return { @@ -791,7 +799,7 @@ function buildDocumentRiskMeta(row) { } } - const tone = resolveArchiveRiskTone(riskFlags, riskSummary) + const tone = resolveArchiveRiskTone(riskFlags, riskSummary, viewerOptions) const meta = RISK_TONE_META[tone] || RISK_TONE_META.medium return { ...meta, diff --git a/web/src/views/PersonalWorkbenchView.vue b/web/src/views/PersonalWorkbenchView.vue index 90b154d..913f06b 100644 --- a/web/src/views/PersonalWorkbenchView.vue +++ b/web/src/views/PersonalWorkbenchView.vue @@ -6,6 +6,7 @@ :sidebar-command="aiSidebarCommand" @conversation-change="emit('ai-conversation-change', $event)" @conversation-history-change="emit('ai-conversation-history-change', $event)" + @open-document="emit('open-document', $event)" />/)
+ assert.match(rendered, /出差申请办理确认<\/h3>/)
+ assert.match(rendered, /
出差申请办理确认<\/h3>/)
+ assert.match(rendered, //)
+ assert.match(rendered, /[\s\S]*前置查询结果[\s\S]*当前未查到可关联单据/)
+ assert.match(rendered, /[\s\S]*需要您确认[\s\S]*需要您手动确认后我再继续办理/)
+ assert.match(rendered, /[\s\S]*单据重叠核查[\s\S]*预算与审批预审/)
+ assert.doesNotMatch(rendered, //)
+ assert.doesNotMatch(rendered, /\s*- /)
+})
+
+test('AI conversation renderer supports tables and escapes unsafe HTML', () => {
+ const rendered = renderAiConversationHtml([
+ '### 查询结果',
+ '',
+ '| 字段 | 内容 |',
+ '| --- | --- |',
+ '| 事由 | 辅助 部署 |',
+ '| 地点 | 上海 |'
+ ].join('\n'))
+
+ assert.match(rendered, //)
+ assert.match(rendered, /
字段<\/th>/)
+ assert.match(rendered, /<script>alert\(1\)<\/script>/)
+ assert.doesNotMatch(rendered, /',
+ '',
+ ''
+ ].join('\n'))
+
+ assert.match(rendered, /查询结果<\/h3>/)
+ assert.doesNotMatch(rendered, /ai-document-card-list/)
+ assert.doesNotMatch(rendered, /
- [\s\S]*单据重叠核查[\s\S]*预算与审批预审/)
+ assert.doesNotMatch(rendered, /
- /)
+})
+
+test('AI conversation renderer supports tables and escapes unsafe HTML', () => {
+ const rendered = renderAiConversationHtml([
+ '### 查询结果',
+ '',
+ '| 字段 | 内容 |',
+ '| --- | --- |',
+ '| 事由 | 辅助 部署 |',
+ '| 地点 | 上海 |'
+ ].join('\n'))
+
+ assert.match(rendered, //) + assert.match(rendered, /
字段<\/th>/) + assert.match(rendered, /<script>alert\(1\)<\/script>/) + assert.doesNotMatch(rendered, /', + '', + '' + ].join('\n')) + + assert.match(rendered, / 查询结果<\/h3>/) + assert.doesNotMatch(rendered, /ai-document-card-list/) + assert.doesNotMatch(rendered, /
/) + assert.doesNotMatch(rendered, /\s*