',
+ `${escapeHtml(record.reason)}`,
`${escapeHtml(record.statusLabel)}`,
- `${escapeHtml(record.documentTypeLabel)} · ${escapeHtml(record.typeLabel)}`,
- '
',
- `${escapeHtml(record.documentNo || '未编号单据')}`,
'',
- `${escapeHtml(record.reason)}`,
- '',
+ '查询范围',
+ `${escapeHtml(scopeText || '相关单据')}`,
+ '',
+ `共 ${escapeHtml(String(totalCount))} 张`,
+ '',
+ '',
+ `展示最近 ${escapeHtml(String(visibleCount))} 张`,
+ '',
+ ' '
+ ].join('')
+}
+
+function buildDocumentCardsHtml(records = [], options = {}) {
+ const querySummaryHtml = options.querySummaryHtml || ''
return [
'',
+ querySummaryHtml,
'',
...records.map((record) => buildDocumentCardHtml(record)),
' ',
@@ -772,9 +789,9 @@ export function buildAiDocumentQueryMessage(intent = {}, claimsPayload = []) {
const lines = [
'### 已查询到相关单据',
'',
- `**查询范围**：${scopeText || '相关单据'}；共找到 **${records.length}** 张，先展示最近 **${visibleRecords.length}** 张。`,
- '',
- buildDocumentCardsHtml(visibleRecords)
+ buildDocumentCardsHtml(visibleRecords, {
+ querySummaryHtml: buildDocumentQuerySummaryHtml(scopeText, records.length, visibleRecords.length)
+ })
]
if (records.length > visibleRecords.length) {
diff --git a/web/src/utils/detailAlerts.js b/web/src/utils/detailAlerts.js
index 1b4be2a..ced2e9a 100644
--- a/web/src/utils/detailAlerts.js
+++ b/web/src/utils/detailAlerts.js
@@ -1,5 +1,6 @@
import { filterActionableRiskFlags, normalizeRiskFlagTone } from './riskFlags.js'
import { canViewRiskForContext } from './riskVisibility.js'
+import { isApplicationDocumentNo } from './documentClassification.js'
const SYSTEM_GENERATED_EXPENSE_TYPES = new Set(['travel_allowance'])
const LOCATION_REQUIRED_EXPENSE_TYPES = new Set(['travel', 'meeting', 'entertainment'])
@@ -37,8 +38,7 @@ function isApplicationDocumentRequest(request) {
return (
documentType === 'application'
|| documentType === 'expense_application'
- || claimNo.startsWith('AP-')
- || claimNo.startsWith('APP-')
+ || isApplicationDocumentNo(claimNo)
|| typeCode === 'application'
|| typeCode.endsWith('_application')
)
diff --git a/web/src/utils/documentClassification.js b/web/src/utils/documentClassification.js
index 48c96b2..62d7d4f 100644
--- a/web/src/utils/documentClassification.js
+++ b/web/src/utils/documentClassification.js
@@ -1,3 +1,14 @@
+const APPLICATION_DOCUMENT_NO_PATTERN = /^A[A-HJ-NP-Z2-9]{8}$/i
+
+export function isApplicationDocumentNo(value) {
+ const claimNo = String(value || '').trim().toUpperCase()
+ return (
+ APPLICATION_DOCUMENT_NO_PATTERN.test(claimNo)
+ || claimNo.startsWith('AP-')
+ || claimNo.startsWith('APP-')
+ )
+}
+
export function isApplicationRequestLike(value) {
const explicitType = String(
value?.documentTypeCode
@@ -14,8 +25,7 @@ export function isApplicationRequestLike(value) {
return (
explicitType === 'application'
|| explicitType === 'expense_application'
- || claimNo.startsWith('AP-')
- || claimNo.startsWith('APP-')
+ || isApplicationDocumentNo(claimNo)
|| typeCode === 'application'
|| typeCode.endsWith('_application')
)
diff --git a/web/src/utils/riskVisibility.js b/web/src/utils/riskVisibility.js
index 7396cb4..980af72 100644
--- a/web/src/utils/riskVisibility.js
+++ b/web/src/utils/riskVisibility.js
@@ -6,6 +6,7 @@ import {
isFinanceUser,
isPlatformAdminUser
} from './accessControl.js'
+import { isApplicationDocumentNo } from './documentClassification.js'
const APPLICATION_STAGE_ALIASES = new Set([
'expense_application',
@@ -159,8 +160,7 @@ export function isApplicationRiskStageRequest(request = {}) {
return (
documentType === 'application' ||
documentType === 'expense_application' ||
- claimNo.startsWith('AP-') ||
- claimNo.startsWith('APP-') ||
+ isApplicationDocumentNo(claimNo) ||
typeCode === 'application' ||
typeCode.endsWith('_application')
)
diff --git a/web/src/views/AppShellRouteView.vue b/web/src/views/AppShellRouteView.vue
index 53bed1b..50b82fa 100644
--- a/web/src/views/AppShellRouteView.vue
+++ b/web/src/views/AppShellRouteView.vue
@@ -273,7 +273,27 @@ const sidebarCollapsed = ref(false)
const sidebarCollapsedBeforeAiMode = ref(false)
const mobileSidebarOpen = ref(false)
const overviewDashboard = ref('finance')
-const workbenchMode = ref('traditional')
+const { companyProfile, currentUser, logout } = useSystemState()
+
+function resolveDefaultWorkbenchMode(user) {
+ return isPlatformAdminUser(user) ? 'traditional' : 'ai'
+}
+
+function resolveWorkbenchUserKey(user = {}) {
+ const roleCodes = Array.isArray(user?.roleCodes) ? user.roleCodes.join(',') : ''
+ return [
+ user?.id,
+ user?.userId,
+ user?.username,
+ user?.account,
+ user?.name,
+ user?.role,
+ roleCodes,
+ user?.isAdmin ? 'admin' : 'user'
+ ].map((item) => String(item || '').trim()).join('|')
+}
+
+const workbenchMode = ref(resolveDefaultWorkbenchMode(currentUser.value))
const aiSidebarCommandSeq = ref(0)
const aiSidebarCommand = ref({ seq: 0, type: '', payload: null })
const aiActiveConversationId = ref('')
@@ -343,7 +363,6 @@ const {
topBarView
} = useAppShell()
-const { companyProfile, currentUser, logout } = useSystemState()
const PRODUCT_DISPLAY_NAME = '易财费控'
const ENTERPRISE_DISPLAY_NAME = '远光软件股份有限公司'
const filteredNavItems = computed(() => filterNavItemsByAccess(navItems, currentUser.value))
@@ -496,7 +515,14 @@ function handleLogout() {
watch(
() => currentUser.value,
- (user) => {
+ (user, previousUser) => {
+ if (resolveWorkbenchUserKey(user) !== resolveWorkbenchUserKey(previousUser)) {
+ const nextMode = resolveDefaultWorkbenchMode(user)
+ workbenchMode.value = nextMode
+ if (nextMode === 'ai') {
+ sidebarCollapsed.value = false
+ }
+ }
aiConversationHistory.value = loadAiWorkbenchConversationHistory(user || {})
},
{ immediate: true }
diff --git a/web/src/views/scripts/travelReimbursementApplicationLinkModel.js b/web/src/views/scripts/travelReimbursementApplicationLinkModel.js
index b82a564..3b49827 100644
--- a/web/src/views/scripts/travelReimbursementApplicationLinkModel.js
+++ b/web/src/views/scripts/travelReimbursementApplicationLinkModel.js
@@ -1,3 +1,5 @@
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
+
const REQUIRED_APPLICATION_EXPENSE_TYPES = new Set(['travel', 'meal'])
const APPLICATION_TYPE_ALIASES = {
@@ -302,8 +304,7 @@ export function isExpenseApplicationClaim(claim) {
return documentType === 'application'
|| documentType === 'expense_application'
- || claimNo.startsWith('AP-')
- || claimNo.startsWith('APP-')
+ || isApplicationDocumentNo(claimNo)
|| expenseType === 'application'
|| expenseType.endsWith('_application')
}
diff --git a/web/src/views/scripts/travelRequestDetailAdviceModel.js b/web/src/views/scripts/travelRequestDetailAdviceModel.js
index 704e515..842e6b5 100644
--- a/web/src/views/scripts/travelRequestDetailAdviceModel.js
+++ b/web/src/views/scripts/travelRequestDetailAdviceModel.js
@@ -1,3 +1,5 @@
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
+
function normalizeText(value) {
return String(value || '').trim()
}
@@ -22,7 +24,7 @@ function isApplicationDocumentRequest(requestModel) {
|| requestModel?.document_type
).toLowerCase()
const claimNo = normalizeText(requestModel?.claimNo || requestModel?.claim_no || requestModel?.documentNo).toUpperCase()
- return documentType === 'application' || claimNo.startsWith('AP-') || claimNo.startsWith('APP-')
+ return documentType === 'application' || isApplicationDocumentNo(claimNo)
}
function isHotelExpenseItem(item) {
diff --git a/web/src/views/scripts/travelRequestDetailBusinessStage.js b/web/src/views/scripts/travelRequestDetailBusinessStage.js
index 2ff30ca..dfea502 100644
--- a/web/src/views/scripts/travelRequestDetailBusinessStage.js
+++ b/web/src/views/scripts/travelRequestDetailBusinessStage.js
@@ -1,3 +1,5 @@
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
+
function normalizeText(value) {
return String(value || '').trim()
}
@@ -112,7 +114,7 @@ export function resolveRequestBusinessStage(request = {}) {
|| request?.document_no
|| request?.id
).toUpperCase()
- if (claimNo.startsWith('AP-') || claimNo.startsWith('APP-')) {
+ if (isApplicationDocumentNo(claimNo)) {
return 'expense_application'
}
diff --git a/web/src/views/scripts/travelRequestDetailExpenseModel.js b/web/src/views/scripts/travelRequestDetailExpenseModel.js
index 72431dd..ec90d11 100644
--- a/web/src/views/scripts/travelRequestDetailExpenseModel.js
+++ b/web/src/views/scripts/travelRequestDetailExpenseModel.js
@@ -1,3 +1,5 @@
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
+
export const EXPENSE_TYPE_OPTIONS = [
{ value: 'travel', label: '差旅费' },
{ value: 'train_ticket', label: '火车票' },
@@ -83,8 +85,7 @@ export function isApplicationDocumentRequest(request) {
return (
documentType === 'application'
|| documentType === 'expense_application'
- || claimNo.startsWith('AP-')
- || claimNo.startsWith('APP-')
+ || isApplicationDocumentNo(claimNo)
|| typeCode === 'application'
|| typeCode.endsWith('_application')
)
diff --git a/web/src/views/scripts/useTravelReimbursementFlow.js b/web/src/views/scripts/useTravelReimbursementFlow.js
index 235ea53..75031e2 100644
--- a/web/src/views/scripts/useTravelReimbursementFlow.js
+++ b/web/src/views/scripts/useTravelReimbursementFlow.js
@@ -718,7 +718,7 @@ export function useTravelReimbursementFlow({
function buildApplicationDuplicateDetail(payload) {
const result = payload?.result && typeof payload.result === 'object' ? payload.result : {}
const answer = String(result.answer || result.message || '').trim()
- const claimNo = answer.match(/AP-\d{14}-[A-HJ-NP-Z2-9]{8}/)?.[0] || ''
+ const claimNo = answer.match(/A[A-HJ-NP-Z2-9]{8}|AP-\d{14}-[A-HJ-NP-Z2-9]{8}|APP-\d{8}-[A-Z0-9]{6}/)?.[0] || ''
return claimNo
? `已拦截重复申请，已有申请单：${claimNo}`
: '已拦截重复申请，未创建新申请单'
diff --git a/web/src/views/scripts/useTravelReimbursementSubmitComposer.js b/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
index cf00bcd..fa6fbf3 100644
--- a/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
+++ b/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
@@ -5,6 +5,7 @@ import {
collectReceiptFiles
} from './travelReimbursementAttachmentModel.js'
import { resolveAssistantScopeGuard } from '../../utils/assistantSessionScope.js'
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
import {
APPLICATION_TRANSPORT_MODE_OPTIONS,
applyApplicationBusinessTimeContext,
@@ -148,8 +149,7 @@ function isApplicationClaimRecord(claim) {
expenseType === 'application' ||
expenseType === 'expense_application' ||
expenseType.endsWith('_application') ||
- claimNo.startsWith('AP-') ||
- claimNo.startsWith('APP-') ||
+ isApplicationDocumentNo(claimNo) ||
Boolean(extractApplicationDetailFromClaim(claim))
)
}
diff --git a/web/tests/ai-document-query-model.test.mjs b/web/tests/ai-document-query-model.test.mjs
index a84a0c3..983c66d 100644
--- a/web/tests/ai-document-query-model.test.mjs
+++ b/web/tests/ai-document-query-model.test.mjs
@@ -127,24 +127,33 @@ test('AI document query message renders html document cards with detail actions'
assert.match(message, /### 已查询到相关单据/)
assert.match(message, //)
+ assert.match(message, //)
+ assert.match(message, /查询范围<\/span>/)
+ assert.match(message, //)
+ assert.match(message, //)
assert.match(message, //)
// 申请单 app-1 状态为 approved → is-success 语义类
assert.match(message, //)
assert.match(message, //)
assert.match(message, /已审批<\/span>/)
assert.match(message, /辅助国网仿生产服务器部署<\/strong>/)
- assert.match(message, /曹小筑<\/span>/)
- assert.match(message, /交付部<\/span>/)
- assert.match(message, /AP-20260220001<\/span>/)
+ assert.match(message, /
',
- `${escapeHtml(record.ownerLabel)}`,
- '·',
- `${escapeHtml(record.departmentLabel)}`,
+ '
',
''
].join('')
}
-function buildDocumentCardsHtml(records = []) {
+function buildDocumentQuerySummaryHtml(scopeText = '', totalCount = 0, visibleCount = 0) {
+ return [
+ '',
+ '
',
- '',
+ '单据类型',
+ `${escapeHtml(record.documentTypeLabel)} · ${escapeHtml(record.typeLabel)}`,
'
',
- '/)
+ assert.match(message, /单据类型<\/span>/)
+ assert.match(message, /申请单 · 差旅费用申请<\/strong>/)
+ assert.match(message, /申请人<\/span>/)
+ assert.match(message, /曹小筑 · 交付部<\/strong>/)
+ assert.match(message, /AP-20260220001<\/strong>/)
assert.match(message, /¥3,000\.00<\/strong>/)
- assert.match(message, /