feat(web): 工作台 AI 模式报销预审与文档查询模型拆分
- 新增 aiApplicationPrecheckModel/aiDocumentQueryModel/aiApplicationPreviewActions/aiConversationHtmlRenderer 四个独立模型与服务，按职责从主组件拆出 - PersonalWorkbenchAiMode 接入拆分后的预审、文档查询与 HTML 渲染逻辑，配合 markdown 工具增强结构化展示 - 文档中心与归档筛选、风险可见性、申请预览等工具同步适配，补充对应单元测试 - 新增 AI 文档卡片背景资源
This commit is contained in:
caoxiaozhu
345
web/src/utils/aiApplicationPrecheckModel.js
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345
web/src/utils/aiApplicationPrecheckModel.js
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import { extractExpenseClaimItems } from '../services/reimbursements.js'
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import {
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isClaimOwnedByCurrentUser,
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isExpenseApplicationClaim,
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matchesRequiredApplicationExpenseType,
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normalizeRequiredApplicationCandidate
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} from '../views/scripts/travelReimbursementApplicationLinkModel.js'
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import {
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normalizeApplicationPreview,
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resolveApplicationDateRange
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} from './expenseApplicationPreview.js'
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const APPLICATION_BUDGET_REVIEW_THRESHOLD = 90
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function normalizeText(value) {
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return String(value || '').trim()
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}
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function normalizeMoney(value) {
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if (typeof value === 'number') {
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return Number.isFinite(value) ? value : 0
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}
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const normalized = normalizeText(value).replace(/,/g, '')
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const match = normalized.match(/-?\d+(?:\.\d+)?/)
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const amount = match ? Number(match[0]) : 0
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return Number.isFinite(amount) && amount > 0 ? amount : 0
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}
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function formatMoney(value) {
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const amount = normalizeMoney(value)
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if (!amount) {
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return ''
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}
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return `${new Intl.NumberFormat('zh-CN', {
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maximumFractionDigits: Number.isInteger(amount) ? 0 : 2,
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minimumFractionDigits: Number.isInteger(amount) ? 0 : 2
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}).format(amount)}元`
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}
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function escapeMarkdownCell(value) {
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return normalizeText(value).replace(/\|/g, '\\|') || '-'
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}
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function buildApplicationDetailHref(item = {}) {
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const claimNo = normalizeText(item.claimNo)
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const reference = claimNo && claimNo !== '未编号申请单'
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? claimNo
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: normalizeText(item.claimId)
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return reference ? `#ai-open-application-detail:${encodeURIComponent(reference)}` : ''
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}
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function buildApplicationDetailActionCell(item = {}) {
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const href = buildApplicationDetailHref(item)
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return href ? `[查看](${href})` : '-'
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}
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function parseDate(value) {
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const dateText = normalizeText(value)
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if (!/^\d{4}-\d{2}-\d{2}$/.test(dateText)) {
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return null
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}
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const date = new Date(`${dateText}T00:00:00Z`)
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return Number.isNaN(date.getTime()) ? null : date
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}
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function resolveDateRange(value, daysText = '') {
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const resolved = resolveApplicationDateRange(value, daysText)
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if (!resolved) {
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return null
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}
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const startText = normalizeText(resolved.startDate)
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const endText = normalizeText(resolved.endDate || resolved.startDate)
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const startDate = parseDate(startText)
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const endDate = parseDate(endText)
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if (!startDate || !endDate) {
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return null
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}
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return startDate <= endDate
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? { startText, endText, startDate, endDate }
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: { startText: endText, endText: startText, startDate: endDate, endDate: startDate }
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}
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function rangesOverlap(left, right) {
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return Boolean(left && right && left.startDate <= right.endDate && right.startDate <= left.endDate)
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}
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function resolvePreviewDateRange(preview) {
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const fields = normalizeApplicationPreview(preview).fields || {}
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return resolveDateRange(fields.time, fields.days)
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}
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function resolvePreviewAmount(preview) {
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const normalized = normalizeApplicationPreview(preview)
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const fields = normalized.fields || {}
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const policyEstimate = normalized.policyEstimate && typeof normalized.policyEstimate === 'object'
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? normalized.policyEstimate
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: {}
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return normalizeMoney(
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fields.amount ||
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fields.policyTotalAmount ||
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fields.reimbursementAmount ||
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policyEstimate.system_total_amount
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)
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}
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function resolveApplicationClaims(claimsPayload, currentUser, expenseType) {
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return extractExpenseClaimItems(claimsPayload)
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.filter((claim) => (
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isExpenseApplicationClaim(claim) &&
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isClaimOwnedByCurrentUser(claim, currentUser) &&
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matchesRequiredApplicationExpenseType(claim, expenseType)
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))
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.map((claim) => normalizeRequiredApplicationCandidate(claim))
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}
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function buildOverlapPrecheck(preview, claimsPayload, currentUser, expenseType) {
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const targetRange = resolvePreviewDateRange(preview)
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if (!targetRange) {
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return {
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status: 'unknown',
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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。'
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}
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}
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const applications = resolveApplicationClaims(claimsPayload, currentUser, expenseType)
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const matches = applications
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.map((application) => {
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const range = resolveDateRange(application.business_time)
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return {
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...application,
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range
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}
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})
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.filter((application) => rangesOverlap(targetRange, application.range))
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.slice(0, 3)
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if (!matches.length) {
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return {
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status: 'ok',
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summary: `未发现 ${targetRange.startText} 至 ${targetRange.endText} 期间已有重叠的差旅申请单。`,
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matches: []
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}
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}
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return {
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status: 'warning',
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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。`,
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matches: matches.map((item) => ({
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claimId: item.id || '',
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claimNo: item.claim_no || '未编号申请单',
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time: item.business_time || '',
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statusLabel: item.status_label || '',
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reason: item.reason || ''
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}))
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}
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}
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function isBlockingPrecheck(precheck = {}) {
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return precheck?.overlap?.status === 'warning'
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}
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function buildOverlapMatchTable(matches = []) {
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const rows = Array.isArray(matches) ? matches : []
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if (!rows.length) {
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return ''
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}
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return [
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'| 单据编号 | 申请时间 | 状态 | 事由 | 操作 |',
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'| --- | --- | --- | --- | --- |',
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...rows.map((item) => [
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escapeMarkdownCell(item.claimNo),
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escapeMarkdownCell(item.time),
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escapeMarkdownCell(item.statusLabel),
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escapeMarkdownCell(item.reason),
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buildApplicationDetailActionCell(item)
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].join(' | ')).map((row) => `| ${row} |`)
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].join('\n')
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}
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function resolveBudgetNumbers(summary = {}) {
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const totalAmount = normalizeMoney(summary.total_amount || summary.totalAmount)
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const reservedAmount = normalizeMoney(summary.reserved_amount || summary.reservedAmount)
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const consumedAmount = normalizeMoney(summary.consumed_amount || summary.consumedAmount)
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const availableAmount = normalizeMoney(summary.available_amount || summary.availableAmount)
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return {
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totalAmount,
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reservedAmount,
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consumedAmount,
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availableAmount,
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usedAmount: reservedAmount + consumedAmount
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}
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}
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function buildBudgetPrecheck(preview, budgetSummary) {
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const amount = resolvePreviewAmount(preview)
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const missingFields = normalizeApplicationPreview(preview).missingFields || []
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if (!amount) {
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const reason = missingFields.includes('出行方式')
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? '当前还缺出行方式，交通费用和申请总额暂未完成测算。'
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: '当前申请总额暂未完成测算。'
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return {
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status: 'pending',
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requiresBudgetReview: false,
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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。`
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}
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}
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if (!budgetSummary || typeof budgetSummary !== 'object') {
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return {
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status: 'unknown',
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requiresBudgetReview: false,
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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。`
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}
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}
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const budget = resolveBudgetNumbers(budgetSummary)
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if (!budget.totalAmount) {
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return {
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status: 'unknown',
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requiresBudgetReview: false,
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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。`
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}
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}
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const afterUsed = budget.usedAmount + amount
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const afterUsageRate = Number(((afterUsed / budget.totalAmount) * 100).toFixed(2))
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if (amount > budget.availableAmount) {
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return {
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status: 'warning',
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requiresBudgetReview: true,
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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。`
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}
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}
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if (afterUsageRate >= APPLICATION_BUDGET_REVIEW_THRESHOLD) {
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return {
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status: 'warning',
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requiresBudgetReview: true,
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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。`
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}
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}
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return {
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status: 'ok',
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requiresBudgetReview: false,
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summary: `本次预计申请金额 ${formatMoney(amount)}，审批后预算占用约 ${afterUsageRate}%，未达到 ${APPLICATION_BUDGET_REVIEW_THRESHOLD}% 复核线。`
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}
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}
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export function buildAiApplicationPrecheck(preview = {}, {
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claimsPayload = null,
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budgetSummary = null,
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currentUser = {},
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expenseType = 'travel',
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budgetError = null
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} = {}) {
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const normalizedPreview = normalizeApplicationPreview(preview)
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const budget = budgetError
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? {
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status: 'unknown',
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requiresBudgetReview: false,
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summary: `预算接口暂未返回：${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。`
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}
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: buildBudgetPrecheck(normalizedPreview, budgetSummary)
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return {
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overlap: buildOverlapPrecheck(normalizedPreview, claimsPayload, currentUser, expenseType),
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budget,
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missingFields: Array.isArray(normalizedPreview.missingFields) ? normalizedPreview.missingFields : []
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}
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}
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export function buildAiApplicationPrecheckThinkingEvents(precheck = {}) {
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const blocked = isBlockingPrecheck(precheck)
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return [
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{
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eventId: 'application-precheck-overlap',
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title: '核查同时间段申请单',
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content: precheck?.overlap?.summary || '已完成已有申请单核查。',
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status: precheck?.overlap?.status === 'warning' ? 'completed' : 'completed'
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},
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{
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eventId: 'application-precheck-budget',
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title: '评估预算与审批影响',
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content: precheck?.budget?.summary || '已完成预算影响评估。',
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status: 'completed'
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},
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{
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eventId: 'application-precheck-form',
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title: blocked ? '暂停生成申请表' : '生成申请表草稿',
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content: blocked
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? '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。'
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: '已将识别到的时间、地点、事由和申请人信息预填到申请表。',
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status: 'completed'
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}
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]
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}
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export function buildAiApplicationPrecheckMessage(preview = {}, precheck = {}) {
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if (isBlockingPrecheck(precheck)) {
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const matchTable = buildOverlapMatchTable(precheck?.overlap?.matches)
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const lines = [
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'### 发现同时间段已有申请单',
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'',
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'**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。',
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'',
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`> **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。'}`,
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]
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if (matchTable) {
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lines.push('', matchTable)
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}
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lines.push(
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'',
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'> **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。',
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'',
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'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。'
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)
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return lines.join('\n')
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}
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const normalized = normalizeApplicationPreview(preview)
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const missingFields = Array.isArray(normalized.missingFields) ? normalized.missingFields : []
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const missingText = missingFields.length ? missingFields.join('、') : '暂无'
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const budgetPrefix = precheck?.budget?.requiresBudgetReview ? '**预算管理者审核提示**' : '**预算与审批影响**'
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const overlapPrefix = precheck?.overlap?.status === 'warning' ? '**时间重叠提醒**' : '**单据重叠核查**'
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const lines = [
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'### 出差申请表草稿已生成',
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'',
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'**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。',
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'',
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`> ${overlapPrefix}：${precheck?.overlap?.summary || '已完成已有单据核查。'}`,
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'',
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`> ${budgetPrefix}：${precheck?.budget?.summary || '已完成预算影响评估。'}`,
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'',
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`> **仍需补充**：${missingText}`,
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'',
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'请直接点击表格中的字段补充或修改；费用测算会根据地点、天数和出行方式自动更新。'
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]
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if (missingFields.length) {
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lines.push('', `当前还需要补充：**${missingText}**。`)
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} else {
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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。')
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}
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return lines.join('\n')
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}
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Reference in New Issue
Block a user