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feat: 新增风险规则生成引擎与知识图谱可视化

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后端新增风险规则自动生成和模板执行服务，支持从规则资产
批量生成并持久化风险规则文件；知识库入库日志增强图谱
查询和本地 RAG 回退，前端审计页面增加风险规则模型和流
程图组件，知识入库面板拆分为图谱可视化子组件，报销创
建页面增加引导式流程模型，更新知识库索引数据。
This commit is contained in:
caoxiaozhu
2026-05-23 19:54:42 +08:00
parent 5b388d08c0
commit 575f093c74
63 changed files with 35497 additions and 1517 deletions
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31
web/src/views/scripts/ArchiveCenterView.js
View File

@@ -20,7 +20,11 @@ import {
import { normalizeRequestForUi } from '../../utils/requestViewModel.js'
import TravelRequestDetailView from '../TravelRequestDetailView.vue'
const tabs = ['全部归档', '差旅报销', '招待报销', '其他费用']
const ARCHIVE_TAB_ALL = '全部归档'
const ARCHIVE_TAB_REIMBURSEMENT = '报销归档'
const ARCHIVE_TYPE_REIMBURSEMENT = '报销'
const ARCHIVE_TYPE_REIMBURSEMENT_CODE = 'reimbursement'
const tabs = [ARCHIVE_TAB_ALL, ARCHIVE_TAB_REIMBURSEMENT]
const RISK_FILTER_OPTIONS = [
{ value: ARCHIVE_FILTER_ALL, label: '全部风险' },
{ value: 'has', label: '有风险' },
@@ -40,17 +44,6 @@ function formatCurrency(value) {
}).format(Number.isFinite(amount) ? amount : 0)
}
function resolveArchiveTypeTab(request) {
const expenseType = String(request?.typeCode || request?.expenseType || '').trim().toLowerCase()
if (expenseType === 'travel') {
return '差旅报销'
}
if (expenseType === 'entertainment') {
return '招待报销'
}
return '其他费用'
}
function buildArchiveRow(request) {
const normalized = normalizeRequestForUi(request)
const riskCount = countClaimRisks(normalized.riskFlags, normalized.riskSummary)
@@ -75,6 +68,8 @@ function buildArchiveRow(request) {
archivedAt: normalized.updatedAt || normalized.applyTime,
archiveMonth,
archiveMonthLabel: formatArchiveMonthLabel(archiveMonth),
archiveType: ARCHIVE_TYPE_REIMBURSEMENT,
archiveTypeCode: ARCHIVE_TYPE_REIMBURSEMENT_CODE,
node: normalized.workflowNode || '归档入账',
hasRisk,
riskCount,
@@ -82,7 +77,7 @@ function buildArchiveRow(request) {
riskTone,
status: '已归档',
statusTone: 'archived',
archiveTab: resolveArchiveTypeTab(normalized)
archiveTab: ARCHIVE_TAB_REIMBURSEMENT
}
}
@@ -98,7 +93,7 @@ export default {
TableEmptyState
},
setup() {
const activeTab = ref('全部归档')
const activeTab = ref(ARCHIVE_TAB_ALL)
const activeRiskFilter = ref(ARCHIVE_FILTER_ALL)
const activeTypeFilter = ref(ARCHIVE_FILTER_ALL)
const activeDepartmentFilter = ref(ARCHIVE_FILTER_ALL)
@@ -115,7 +110,7 @@ export default {
const archiveMonthFilterOptions = computed(() => buildArchiveMonthFilterOptions(rows.value))
const riskFilterLabel = computed(() => resolveFilterLabel(RISK_FILTER_OPTIONS, activeRiskFilter.value, '全部风险'))
const typeFilterLabel = computed(() => resolveFilterLabel(typeFilterOptions.value, activeTypeFilter.value, '费用类型'))
const typeFilterLabel = computed(() => resolveFilterLabel(typeFilterOptions.value, activeTypeFilter.value, '归档类型'))
const departmentFilterLabel = computed(() => resolveFilterLabel(departmentFilterOptions.value, activeDepartmentFilter.value, '所属部门'))
const archiveMonthFilterLabel = computed(() => resolveFilterLabel(archiveMonthFilterOptions.value, activeArchiveMonthFilter.value, '归档月份'))
@@ -193,8 +188,8 @@ export default {
eyebrow: filtersActive ? '筛选结果为空' : '归档中心',
title: filtersActive ? '没有符合当前筛选条件的归档单据' : `“${activeTab.value}”里暂时没有归档单据`,
desc: filtersActive
? '可以调整风险、费用类型、部门或归档月份筛选，也可以修改搜索关键词后重试。'
: '可以切换到其他分类查看，或调整筛选条件后重新检索。',
? '可以调整风险、归档类型、部门或归档月份筛选，也可以修改搜索关键词后重试。'
: '可以切换到其他归档分类查看，或调整筛选条件后重新检索。',
icon: 'mdi mdi-archive-outline',
actionLabel: null,
actionIcon: null,
@@ -205,7 +200,7 @@ export default {
})
function resetListFilters() {
activeTab.value = '全部归档'
activeTab.value = ARCHIVE_TAB_ALL
activeRiskFilter.value = ARCHIVE_FILTER_ALL
activeTypeFilter.value = ARCHIVE_FILTER_ALL
activeDepartmentFilter.value = ARCHIVE_FILTER_ALL

70
web/src/views/scripts/AuditView.js
View File

@@ -2,6 +2,7 @@ import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'
import ConfirmDialog from '../../components/shared/ConfirmDialog.vue'
import { fetchEmployees } from '../../services/employees.js'
import RiskRuleFlowDiagram from '../../components/shared/RiskRuleFlowDiagram.vue'
import TableLoadingState from '../../components/shared/TableLoadingState.vue'
import TableEmptyState from '../../components/shared/TableEmptyState.vue'
import { useSystemState } from '../../composables/useSystemState.js'
@@ -18,6 +19,7 @@ import {
fetchAgentAssetRuleJson,
fetchAgentAssetVersionTimeline,
fetchAgentRuns,
generateRiskRuleAsset,
saveAgentAssetRuleJson,
importAgentAssetSpreadsheetContent,
restoreAgentAssetVersion,
@@ -58,11 +60,17 @@ import {
parseRuntimeRuleText,
buildMarkdownVersionContent
} from './auditViewModel.js'
import {
createDefaultRiskRuleForm,
RISK_RULE_CREATE_DOMAIN_OPTIONS,
RISK_RULE_LEVEL_OPTIONS
} from './auditViewRiskRuleModel.js'
export default {
name: 'AuditView',
components: {
ConfirmDialog,
RiskRuleFlowDiagram,
TableLoadingState,
TableEmptyState
},
@@ -95,6 +103,8 @@ export default {
const reviewSubmitReviewer = ref('')
const reviewSubmitReviewerLoading = ref(false)
const reviewSubmitReviewerOptions = ref([])
const riskRuleCreateOpen = ref(false)
const riskRuleCreateForm = ref(createDefaultRiskRuleForm())
const runLoading = ref(false)
const runs = ref([])
const spreadsheetUploadInput = ref(null)
@@ -152,6 +162,10 @@ export default {
!selectedSkill.value?.isPreviewMock &&
(isAdmin.value || isFinance.value)
)
const canCreateRiskRule = computed(
() => activeType.value === 'riskRules' && (isAdmin.value || isFinance.value) && !detailBusy.value
)
const riskRuleCreateBusy = computed(() => actionState.value === 'generate-risk-rule')
const canEditMarkdown = computed(() => canEditSelected.value && selectedSkillIsRule.value)
const isDisplayingWorkingVersion = computed(
() => selectedSkill.value?.displayVersion === selectedSkill.value?.workingVersion
@@ -492,6 +506,53 @@ export default {
return currentUser.value?.name || currentUser.value?.username || 'system'
}
function openRiskRuleCreateDialog() {
if (activeType.value !== 'riskRules') {
return
}
riskRuleCreateForm.value = createDefaultRiskRuleForm()
riskRuleCreateOpen.value = true
}
function closeRiskRuleCreateDialog() {
if (riskRuleCreateBusy.value) {
return
}
riskRuleCreateOpen.value = false
}
async function submitRiskRuleCreate() {
if (!canCreateRiskRule.value || riskRuleCreateBusy.value) {
return
}
const naturalLanguage = String(riskRuleCreateForm.value.natural_language || '').trim()
if (naturalLanguage.length < 8) {
toast('请至少输入 8 个字的风险规则描述。')
return
}
actionState.value = 'generate-risk-rule'
try {
const detail = await generateRiskRuleAsset(
{
business_domain: riskRuleCreateForm.value.business_domain,
risk_level: riskRuleCreateForm.value.risk_level,
natural_language: naturalLanguage
},
{ actor: resolveActor() }
)
riskRuleCreateOpen.value = false
await refreshCurrentAssets()
selectedSkill.value = buildDetailViewModel(detail, runs.value)
await loadRiskRuleJson(detail.id)
toast('风险规则草稿已生成，请在详情中核对业务说明和判断流程。')
} catch (error) {
toast(error?.message || '风险规则生成失败，请稍后重试。')
} finally {
actionState.value = ''
}
}
async function persistRuleRuntimeConfig(asset, runtimeRule) {
await updateAgentAsset(
asset.id,
@@ -1421,6 +1482,7 @@ export default {
activeFilterTokens,
canManageSelected,
canEditSelected,
canCreateRiskRule,
canSubmitReview,
hasReviewSubmitReviewers,
canReviewSelected,
@@ -1444,6 +1506,11 @@ export default {
reviewSubmitReviewer,
reviewSubmitReviewerLoading,
reviewSubmitReviewerOptions,
riskRuleCreateOpen,
riskRuleCreateForm,
riskRuleCreateBusy,
riskRuleCreateDomainOptions: RISK_RULE_CREATE_DOMAIN_OPTIONS,
riskRuleLevelOptions: RISK_RULE_LEVEL_OPTIONS,
showReviewNote,
spreadsheetUploadInput,
spreadsheetOnlyOfficeLoading,
@@ -1464,6 +1531,9 @@ export default {
toggleFilterPopover,
selectFilter,
closeFilterPopover,
openRiskRuleCreateDialog,
closeRiskRuleCreateDialog,
submitRiskRuleCreate,
openVersionSwitch,
cancelVersionSwitch,
confirmVersionSwitch,

42
web/src/views/scripts/TravelReimbursementCreateView.js
View File

@@ -11,6 +11,7 @@ import { useTravelReimbursementSessionState } from './useTravelReimbursementSess
import { useTravelReimbursementReviewDrawer } from './useTravelReimbursementReviewDrawer.js'
import { useTravelReimbursementSubmitComposer } from './useTravelReimbursementSubmitComposer.js'
import { useTravelReimbursementReviewActions } from './useTravelReimbursementReviewActions.js'
import { useTravelReimbursementGuidedFlow } from './useTravelReimbursementGuidedFlow.js'
import { recognizeOcrFiles } from '../../services/ocr.js'
import { fetchAgentRunDetail } from '../../services/agentAssets.js'
import { deleteConversation, runOrchestrator } from '../../services/orchestrator.js'
@@ -536,6 +537,7 @@ export default {
currentInsight,
reviewFilePreviews,
composerUploadIntent,
guidedFlowState,
insightPanelCollapsed,
sessionSwitchBusy,
buildEmptySessionState,
@@ -871,7 +873,8 @@ export default {
})
sessionRuntimeRefs = {
attachedFiles,
composerFilesExpanded
composerFilesExpanded,
guidedFlowState
}
const {
confirmPendingAttachmentAssociationInternal,
@@ -961,6 +964,34 @@ export default {
|| composerBusinessTimeTags.value.length
)
)
const {
handleGuidedShortcut,
handleGuidedComposerSubmit,
handleGuidedSuggestedAction,
resetGuidedFlowState
} = useTravelReimbursementGuidedFlow({
guidedFlowState,
messages,
composerDraft,
attachedFiles,
composerBusinessTimeTags,
composerBusinessTimeDraftTouched,
fileInputRef,
submitting,
reviewActionBusy,
sessionSwitchBusy,
createMessage,
nextTick,
scrollToBottom,
persistSessionState,
clearAttachedFiles,
adjustComposerTextareaHeight,
buildComposerBusinessTimeContext,
openTravelCalculator,
lockSuggestedActionMessage,
submitExistingComposer: submitComposerInternal,
toast
})
function toggleTravelCalculator() {
return toggleTravelCalculatorInternal()
}
@@ -1050,6 +1081,7 @@ export default {
reviewFilePreviews: reviewFilePreviews.value,
composerDraft: composerDraft.value,
composerUploadIntent: composerUploadIntent.value,
guidedFlowState: guidedFlowState.value,
insightPanelCollapsed: insightPanelCollapsed.value
}),
() => {
@@ -1168,6 +1200,7 @@ export default {
function resetCurrentSessionState() {
const emptyState = buildEmptySessionState(activeSessionType.value)
sessionSnapshots.value[activeSessionType.value] = emptyState
resetGuidedFlowState()
applySessionState(emptyState)
resetFlowRun({ startedAt: 0, openDrawer: false })
}
@@ -1239,6 +1272,9 @@ export default {
await switchSessionType(shortcut.targetSessionType)
return
}
if (handleGuidedShortcut(shortcut)) {
return
}
const prompt = String(shortcut?.prompt || '').trim()
if (!prompt) return
@@ -1293,6 +1329,7 @@ export default {
const actionType = String(action?.action_type || '').trim()
if (!actionType || submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) return
if (message?.suggestedActionsLocked) return
if (await handleGuidedSuggestedAction(message, action)) return
if (actionType === 'confirm_expense_intent') {
const originalMessage = String(action?.payload?.original_message || message?.text || '').trim()
@@ -1746,6 +1783,9 @@ export default {
// submitting.value = true
// recognizeOcrFiles(files)
// submitting.value = false
if (await handleGuidedComposerSubmit(options)) {
return null
}
return submitComposerInternal(options)
}

2
web/src/views/scripts/auditViewMetadata.js
View File

@@ -87,7 +87,7 @@ export const TAB_META = {
typeKey: 'rules',
label: '风险规则',
typeLabel: '风险规则',
createButtonLabel: '风险规则已接入',
createButtonLabel: '新建风险规则',
hintText: '仅展示平台风险规则；适用场景按差旅、发票、餐饮招待等分类，可用「使用场景」筛选。',
searchPlaceholder: '搜索风险规则名称、编码或负责人',
tableColumns: RULE_TABLE_COLUMNS,

33
web/src/views/scripts/auditViewModel.js
View File

@@ -19,6 +19,17 @@ import {
TYPE_META,
VERSION_STATE_META
} from './auditViewMetadata.js'
import {
buildRiskRuleFieldSummary,
formatRiskRuleAge,
resolveRiskRuleBusinessDescription,
resolveRiskRuleCreatedAt,
resolveRiskRuleFields,
resolveRiskRuleFlow,
resolveRiskRuleFlowDiagramSvg,
resolveRiskRuleSeverity,
resolveRiskRuleSeverityLabel
} from './auditViewRiskRuleModel.js'
export {
DETAIL_TITLES,
@@ -413,14 +424,26 @@ export function applyRiskRuleJsonState(target, payload, apiPayload) {
const riskCategory =
normalizeText(rulePayload.risk_category) ||
resolveRiskRuleCategory({ ...target, risk_category: rulePayload.risk_category, config_json: rulePayload })
const riskRuleFields = resolveRiskRuleFields(rulePayload)
const riskRuleCreatedAt = resolveRiskRuleCreatedAt(rulePayload, target.createdAt || target.updatedAt)
return {
...target,
riskRuleDescription: fullDescription,
riskRuleBusinessDescription: resolveRiskRuleBusinessDescription(rulePayload, fullDescription),
riskRuleSubtitle: buildRiskListSubtitle(fullDescription, 48),
riskCategory,
scope: riskCategory,
riskRuleSourceRef: resolveRiskRuleSourceRef(rulePayload),
riskRuleSeverity: resolveRiskRuleSeverity(rulePayload),
riskRuleSeverityLabel: resolveRiskRuleSeverityLabel(rulePayload),
riskRuleCreatedAt: formatDateTime(riskRuleCreatedAt),
riskRuleAgeLabel: formatRiskRuleAge(riskRuleCreatedAt),
riskRuleFields,
riskRuleFieldSummary: buildRiskRuleFieldSummary(riskRuleFields),
riskRuleFlow: resolveRiskRuleFlow(rulePayload, riskRuleFields),
riskRuleFlowDiagramSvg:
normalizeText(apiPayload?.flow_diagram_svg) || resolveRiskRuleFlowDiagramSvg(rulePayload),
riskRuleSummary: {
name: apiPayload?.name || target.name,
evaluator: apiPayload?.evaluator || rulePayload.evaluator || '',
@@ -1219,6 +1242,7 @@ export function buildDetailViewModel(detail, runs) {
statusValue: detail.status,
statusTone: statusMeta.tone,
hitRate: buildRowMetric(detail, typeKey),
createdAt: detail.created_at,
updatedAt: formatDateTime(detail.updated_at),
badgeTone: tabMeta.badgeTone,
configJson,
@@ -1227,8 +1251,17 @@ export function buildDetailViewModel(detail, runs) {
riskRuleJsonText: '{}',
riskRuleSummary: null,
riskRuleDescription: '',
riskRuleBusinessDescription: '',
riskRuleSubtitle: usesJsonRiskRule ? buildRiskListSubtitle(detail.description) : '',
riskRuleSourceRef: '',
riskRuleSeverity: 'medium',
riskRuleSeverityLabel: '中风险',
riskRuleCreatedAt: formatDateTime(detail.created_at),
riskRuleAgeLabel: formatRiskRuleAge(detail.created_at),
riskRuleFields: [],
riskRuleFieldSummary: '未识别字段',
riskRuleFlow: resolveRiskRuleFlow({}, []),
riskRuleFlowDiagramSvg: normalizeText(configJson.flow_diagram_svg),
riskCategory: typeKey === 'rules' ? ruleScenarioCategory : '',
ruleDocument,
scenarioList: typeKey === 'rules' && ruleScenarioCategory

166
web/src/views/scripts/auditViewRiskRuleModel.js Normal file
View File

@@ -0,0 +1,166 @@
export const RISK_RULE_CREATE_DOMAIN_OPTIONS = [
{ value: 'expense', label: '报销' },
{ value: 'ar', label: '应收' },
{ value: 'ap', label: '应付' }
]
export const RISK_RULE_LEVEL_OPTIONS = [
{ value: 'medium', label: '中风险' },
{ value: 'high', label: '高风险' },
{ value: 'low', label: '低风险' }
]
const RISK_LEVEL_LABELS = {
low: '低风险',
medium: '中风险',
high: '高风险'
}
export function createDefaultRiskRuleForm() {
return {
business_domain: 'expense',
risk_level: 'medium',
natural_language: ''
}
}
export function normalizeRiskRuleText(value) {
return String(value || '').trim()
}
export function formatRiskRuleFieldDisplay(field) {
const key = normalizeRiskRuleText(field?.key)
const label = normalizeRiskRuleText(field?.label || key)
if (label && key && label !== key) {
return `${label}[${key}]`
}
return label || key
}
export function resolveRiskRuleSeverity(payload) {
const outcomes = payload && typeof payload === 'object' ? payload.outcomes || {} : {}
const fail = outcomes && typeof outcomes.fail === 'object' ? outcomes.fail : {}
const severity = normalizeRiskRuleText(fail.severity || payload?.severity).toLowerCase()
return ['low', 'medium', 'high'].includes(severity) ? severity : 'medium'
}
export function resolveRiskRuleSeverityLabel(payload) {
return RISK_LEVEL_LABELS[resolveRiskRuleSeverity(payload)] || '中风险'
}
export function resolveRiskRuleFields(payload) {
const inputs = payload && typeof payload === 'object' ? payload.inputs || {} : {}
const fieldRows = Array.isArray(inputs.fields) ? inputs.fields : []
if (fieldRows.length) {
return fieldRows
.map((item) => ({
key: normalizeRiskRuleText(item?.key),
label: normalizeRiskRuleText(item?.label || item?.key),
display: formatRiskRuleFieldDisplay(item),
source: normalizeRiskRuleText(item?.source),
type: normalizeRiskRuleText(item?.type)
}))
.filter((item) => item.key || item.label)
}
return Object.entries(inputs)
.map(([label, key]) => ({
key: normalizeRiskRuleText(key),
label: normalizeRiskRuleText(label),
display: formatRiskRuleFieldDisplay({ key, label }),
source: '',
type: ''
}))
.filter((item) => item.key || item.label)
}
export function buildRiskRuleFieldSummary(fields) {
const labels = fields.map(formatRiskRuleFieldDisplay).filter(Boolean)
if (!labels.length) {
return '未识别字段'
}
if (labels.length <= 4) {
return labels.join('、')
}
return `${labels.slice(0, 4).join('、')} 等 ${labels.length} 项`
}
export function resolveRiskRuleCreatedAt(payload, fallback) {
const metadata = payload && typeof payload === 'object' ? payload.metadata || {} : {}
return normalizeRiskRuleText(metadata.created_at || fallback)
}
export function formatRiskRuleAge(value) {
const date = new Date(value)
if (Number.isNaN(date.getTime())) {
return '未记录'
}
const diffMs = Date.now() - date.getTime()
if (diffMs < 0) {
return '刚刚创建'
}
const minutes = Math.floor(diffMs / 60000)
if (minutes < 1) {
return '刚刚创建'
}
if (minutes < 60) {
return `${minutes} 分钟`
}
const hours = Math.floor(minutes / 60)
if (hours < 24) {
return `${hours} 小时`
}
const days = Math.floor(hours / 24)
if (days < 30) {
return `${days} 天`
}
const months = Math.floor(days / 30)
if (months < 12) {
return `${months} 个月`
}
return `${Math.floor(months / 12)} 年`
}
export function resolveRiskRuleBusinessDescription(payload, fallback) {
const metadata = payload && typeof payload === 'object' ? payload.metadata || {} : {}
return (
normalizeRiskRuleText(metadata.business_explanation) ||
normalizeRiskRuleText(payload?.description) ||
normalizeRiskRuleText(fallback)
)
}
export function resolveRiskRuleFlowDiagramSvg(payload) {
const metadata = payload && typeof payload === 'object' ? payload.metadata || {} : {}
return (
normalizeRiskRuleText(payload?.flow_diagram_svg) ||
normalizeRiskRuleText(metadata.flow_diagram_svg)
)
}
export function resolveRiskRuleConditionSummary(payload) {
const metadata = payload && typeof payload === 'object' ? payload.metadata || {} : {}
const params = payload && typeof payload === 'object' ? payload.params || {} : {}
return (
normalizeRiskRuleText(metadata.condition_summary) ||
normalizeRiskRuleText(params.condition_summary) ||
'根据规则字段判断是否命中风险'
)
}
export function resolveRiskRuleFlow(payload, fields) {
const metadata = payload && typeof payload === 'object' ? payload.metadata || {} : {}
const flow = metadata && typeof metadata.flow === 'object' ? metadata.flow : {}
const fieldSummary = buildRiskRuleFieldSummary(fields)
const conditionSummary = resolveRiskRuleConditionSummary(payload)
const severityLabel = resolveRiskRuleSeverityLabel(payload)
return {
start: normalizeRiskRuleText(flow.start) || '业务单据提交',
evidence: normalizeRiskRuleText(flow.evidence) || `读取 ${fieldSummary}`,
decision: normalizeRiskRuleText(flow.decision) || conditionSummary,
basis: conditionSummary,
pass: normalizeRiskRuleText(flow.pass) || '未命中风险，继续流转',
fail: normalizeRiskRuleText(flow.fail) || `命中${severityLabel}，进入人工复核`
}
}

54
web/src/views/scripts/travelReimbursementConversationModel.js
View File

@@ -2,6 +2,11 @@ import { buildSuggestedActionKey } from '../../utils/suggestedActionKey.js'
import { normalizeExpenseQueryPayload } from './travelReimbursementExpenseQueryModel.js'
import { buildAgentInsight, buildReviewFilePreviewsFromReviewPayload } from './travelReimbursementAttachmentModel.js'
import { resolveExpenseTypeLabel } from './travelReimbursementReviewModel.js'
import {
GUIDED_ACTION_OPEN_TRAVEL_CALCULATOR,
GUIDED_ACTION_START_REIMBURSEMENT,
GUIDED_ACTION_START_STATUS_QUERY
} from './travelReimbursementGuidedFlowModel.js'
export const SESSION_TYPE_EXPENSE = 'expense'
export const SESSION_TYPE_KNOWLEDGE = 'knowledge'
@@ -88,34 +93,19 @@ export const ASSISTANT_DISPLAY_NAME = '财务助手'
export const EXPENSE_WELCOME_QUICK_ACTIONS = [
{
label: '发起差旅报销',
prompt: '我要报销一笔出差费用，请帮我说明需要准备的材料，并引导我上传票据。',
icon: 'mdi mdi-bag-suitcase-outline'
label: '快速发起报销',
action: GUIDED_ACTION_START_REIMBURSEMENT,
icon: 'mdi mdi-receipt-text-plus-outline'
},
{
label: '招待费报销',
prompt: '我要报销客户招待餐费，请告诉我需要补充的客户、参与人员和票据要求。',
icon: 'mdi mdi-food-fork-drink'
label: '查询单据状态',
action: GUIDED_ACTION_START_STATUS_QUERY,
icon: 'mdi mdi-file-search-outline'
},
{
label: '交通费报销',
prompt: '我要报销交通出行费用，请帮我识别场景并列出待补充信息。',
icon: 'mdi mdi-car-outline'
},
{
label: '上传票据识别',
prompt: '我已准备好票据，请帮我识别并整理报销核对信息。',
icon: 'mdi mdi-file-upload-outline'
},
{
label: '查询近期报销',
prompt: '帮我查询近10天的报销记录和金额汇总。',
icon: 'mdi mdi-chart-timeline-variant'
},
{
label: '解释报销风险',
prompt: '请结合公司制度，说明酒店超标、发票抬头不一致等常见报销风险。',
icon: 'mdi mdi-shield-alert-outline'
label: '差旅计算器',
action: GUIDED_ACTION_OPEN_TRAVEL_CALCULATOR,
icon: 'mdi mdi-calculator-variant-outline'
}
]
@@ -436,22 +426,6 @@ export function buildWelcomeQuickActions(sessionType, user, entrySource, linkedR
}))
}
if (entrySource === 'detail' && linkedRequest?.id) {
return [
{
label: '补充当前单据票据',
prompt: `请结合单据 ${linkedRequest.id}，帮我继续补充票据并更新识别结果。`,
icon: 'mdi mdi-file-plus-outline'
},
{
label: '解释本单风险',
prompt: `请解释单据 ${linkedRequest.id} 当前存在的报销风险与处理建议。`,
icon: 'mdi mdi-shield-alert-outline'
},
...EXPENSE_WELCOME_QUICK_ACTIONS.slice(0, 4)
]
}
return EXPENSE_WELCOME_QUICK_ACTIONS
}

508
web/src/views/scripts/travelReimbursementGuidedFlowModel.js Normal file
View File

@@ -0,0 +1,508 @@
export const GUIDED_FLOW_MODE_NONE = ''
export const GUIDED_FLOW_MODE_REIMBURSEMENT = 'reimbursement_guide'
export const GUIDED_FLOW_MODE_STATUS_QUERY = 'status_query_guide'
export const GUIDED_ACTION_START_REIMBURSEMENT = 'start_guided_reimbursement'
export const GUIDED_ACTION_START_STATUS_QUERY = 'start_guided_status_query'
export const GUIDED_ACTION_OPEN_TRAVEL_CALCULATOR = 'open_travel_calculator'
export const GUIDED_ACTION_SELECT_EXPENSE_TYPE = 'guided_select_expense_type'
export const GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW = 'guided_confirm_reimbursement_review'
export const GUIDED_ACTION_CONTINUE_FILLING = 'guided_continue_filling'
export const GUIDED_ACTION_PROCESS_INTERRUPTION = 'guided_process_interruption'
export const GUIDED_ACTION_SELECT_QUERY_MODE = 'guided_select_query_mode'
export const GUIDED_ACTION_SELECT_QUERY_STATUS = 'guided_select_query_status'
export const GUIDED_EXPENSE_TYPES = [
{ key: 'travel', label: '差旅费', description: '出差、跨城交通、住宿和补贴', icon: 'mdi mdi-bag-suitcase-outline' },
{ key: 'transport', label: '交通费', description: '市内交通、打车、停车和通行费', icon: 'mdi mdi-car-outline' },
{ key: 'hotel', label: '住宿费', description: '单独住宿或酒店票据', icon: 'mdi mdi-bed-outline' },
{ key: 'meal', label: '业务招待费', description: '客户接待、餐饮和工作招待', icon: 'mdi mdi-food-fork-drink' },
{ key: 'office', label: '办公用品费', description: '办公用品、文具和低值易耗品', icon: 'mdi mdi-briefcase-outline' },
{ key: 'other', label: '其他费用', description: '暂不属于以上类型的费用', icon: 'mdi mdi-dots-horizontal-circle-outline' }
]
const GUIDED_REIMBURSEMENT_STEPS = {
travel: [
{ key: 'reason', summaryLabel: '事由', prompt: '请先告诉我本次出差事由，例如：去上海支持项目部署。' },
{ key: 'location', summaryLabel: '出差地点', prompt: '本次出差地点是哪里？可以回复城市或具体客户地点。' },
{ key: 'time_range', summaryLabel: '出差时间/天数', prompt: '请补充出差时间或天数，例如：2026-05-20 至 2026-05-23，出差 3 天。' },
{ key: 'amount', summaryLabel: '金额', prompt: '请补充本次预计或实际报销金额。如果还没有汇总，可以回复“待核算”。' },
{ key: 'attachments', summaryLabel: '票据', prompt: '票据可以现在上传，也可以回复“稍后上传”。上传后我会在生成核对信息时一起处理。' }
],
transport: [
{ key: 'reason', summaryLabel: '出行事由', prompt: '请说明本次交通费事由，例如：送客户去机场。' },
{ key: 'time_range', summaryLabel: '出行时间', prompt: '请补充出行时间，例如：2026-05-20 下午。' },
{ key: 'location', summaryLabel: '路线/地点', prompt: '请补充出行路线或地点，例如：公司至机场。' },
{ key: 'amount', summaryLabel: '金额', prompt: '请补充交通费金额。如果票据里再识别金额，可以回复“以票据为准”。' },
{ key: 'attachments', summaryLabel: '票据', prompt: '请上传出租车、网约车、停车或通行费等票据；也可以回复“稍后上传”。' }
],
hotel: [
{ key: 'reason', summaryLabel: '住宿事由', prompt: '请说明住宿事由，例如：项目现场支持期间住宿。' },
{ key: 'location', summaryLabel: '城市/酒店地点', prompt: '住宿城市或酒店地点是哪里？' },
{ key: 'time_range', summaryLabel: '入住离店时间', prompt: '请补充入住和离店时间，例如：2026-05-20 至 2026-05-23。' },
{ key: 'amount', summaryLabel: '金额', prompt: '请补充住宿金额。如果还没有汇总，可以回复“待核算”。' },
{ key: 'attachments', summaryLabel: '票据', prompt: '请上传酒店发票或住宿水单；也可以回复“稍后上传”。' }
],
meal: [
{ key: 'customer_name', summaryLabel: '客户单位', prompt: '请补充客户单位或接待对象。' },
{ key: 'participants', summaryLabel: '参与人员', prompt: '请补充参与人员，例如：客户 2 人，我方 1 人。' },
{ key: 'time_range', summaryLabel: '招待时间', prompt: '请补充招待时间，例如：2026-05-20 晚。' },
{ key: 'location', summaryLabel: '招待地点', prompt: '请补充招待地点或商户名称。' },
{ key: 'amount', summaryLabel: '金额', prompt: '请补充招待金额。' },
{ key: 'reason', summaryLabel: '事由', prompt: '请补充招待事由，例如：项目沟通或客户接待。' },
{ key: 'attachments', summaryLabel: '票据', prompt: '请上传餐饮发票或相关凭证；也可以回复“稍后上传”。' }
],
office: [
{ key: 'reason', summaryLabel: '采购用途', prompt: '请说明采购用途，例如：项目现场临时采购办公用品。' },
{ key: 'location', summaryLabel: '商户/采购地点', prompt: '请补充商户或采购地点。' },
{ key: 'time_range', summaryLabel: '发生时间', prompt: '请补充费用发生时间。' },
{ key: 'amount', summaryLabel: '金额', prompt: '请补充办公用品金额。' },
{ key: 'attachments', summaryLabel: '票据', prompt: '请上传办公用品发票或购物凭证；也可以回复“稍后上传”。' }
],
other: [
{ key: 'reason', summaryLabel: '费用说明', prompt: '请说明这笔费用的具体内容和用途。' },
{ key: 'time_range', summaryLabel: '发生时间', prompt: '请补充费用发生时间。' },
{ key: 'location', summaryLabel: '地点/对象', prompt: '请补充费用发生地点或关联对象。' },
{ key: 'amount', summaryLabel: '金额', prompt: '请补充费用金额。' },
{ key: 'attachments', summaryLabel: '票据', prompt: '请上传相关票据；也可以回复“稍后上传”。' }
]
}
export const GUIDED_QUERY_MODES = [
{ key: 'claim_no', label: '按单号', description: '输入报销单号精准查询', icon: 'mdi mdi-pound' },
{ key: 'status', label: '按状态', description: '查询草稿、审批中或已归档单据', icon: 'mdi mdi-list-status' },
{ key: 'time_range', label: '按时间范围', description: '例如上周、去年、2026-05', icon: 'mdi mdi-calendar-search-outline' },
{ key: 'keyword', label: '按地点/事由', description: '例如北京、上海电力、服务器部署', icon: 'mdi mdi-map-search-outline' }
]
export const GUIDED_QUERY_STATUS_OPTIONS = [
{ key: 'draft', label: '草稿', description: '还没有正式提交的单据' },
{ key: 'pending', label: '审批中', description: '正在流转审批的单据' },
{ key: 'returned', label: '已退回', description: '需要补充或修改的单据' },
{ key: 'archived', label: '已归档', description: '已完成归档的单据' },
{ key: 'completed', label: '已完成', description: '已审核完成或已入账的单据' }
]
const NO_ATTACHMENT_TEXT_PATTERN = /^(稍后|暂不|不用|没有|待上传|后面|后续|先不|以票据为准)/u
const INTERRUPTION_PATTERN = /(查一下|查询|状态|报销了吗|报销了么|多少|总额|标准|制度|规则|为什么|怎么|可以吗|能不能|差旅计算器|计算一下|解释|风险|打开|跳转|查看|审批|归档|入账|[?？])/u
function uniqueValues(values) {
return Array.from(new Set((Array.isArray(values) ? values : []).map((item) => String(item || '').trim()).filter(Boolean)))
}
function normalizeText(value) {
return String(value || '').trim()
}
function normalizeValues(values) {
if (!values || typeof values !== 'object') {
return {}
}
return Object.entries(values).reduce((result, [key, value]) => {
if (key === 'attachment_names') {
result[key] = uniqueValues(value)
return result
}
result[key] = normalizeText(value)
return result
}, {})
}
export function createEmptyGuidedFlowState() {
return {
mode: GUIDED_FLOW_MODE_NONE,
stepKey: '',
expenseType: '',
values: {},
pendingInterruptionText: ''
}
}
export function normalizeGuidedFlowState(state) {
const source = state && typeof state === 'object' ? state : {}
const mode = normalizeText(source.mode)
const supportedMode = [GUIDED_FLOW_MODE_REIMBURSEMENT, GUIDED_FLOW_MODE_STATUS_QUERY].includes(mode)
? mode
: GUIDED_FLOW_MODE_NONE
if (!supportedMode) {
return createEmptyGuidedFlowState()
}
return {
mode: supportedMode,
stepKey: normalizeText(source.stepKey),
expenseType: normalizeText(source.expenseType),
values: normalizeValues(source.values),
pendingInterruptionText: normalizeText(source.pendingInterruptionText)
}
}
export function isGuidedFlowActive(state) {
return Boolean(normalizeGuidedFlowState(state).mode)
}
export function getGuidedExpenseType(expenseType) {
const key = normalizeText(expenseType)
return GUIDED_EXPENSE_TYPES.find((item) => item.key === key) || null
}
export function getGuidedExpenseTypeLabel(expenseType) {
return getGuidedExpenseType(expenseType)?.label || ''
}
export function buildGuidedExpenseTypeActions() {
return GUIDED_EXPENSE_TYPES.map((option) => ({
label: option.label,
description: option.description,
icon: option.icon,
action_type: GUIDED_ACTION_SELECT_EXPENSE_TYPE,
payload: {
expense_type: option.key,
expense_type_label: option.label
}
}))
}
export function buildGuidedReimbursementStartText() {
return [
'请问你要报销的类型？',
'',
'先选一个最贴近的费用场景，我会按对应流程逐项询问。这个过程只做本地引导，不会自动创建草稿。'
].join('\n')
}
export function createGuidedReimbursementState() {
return {
...createEmptyGuidedFlowState(),
mode: GUIDED_FLOW_MODE_REIMBURSEMENT,
stepKey: 'expense_type'
}
}
export function selectGuidedExpenseType(state, expenseType) {
const type = getGuidedExpenseType(expenseType)
if (!type) {
return normalizeGuidedFlowState(state)
}
const steps = GUIDED_REIMBURSEMENT_STEPS[type.key] || []
return {
...normalizeGuidedFlowState(state),
mode: GUIDED_FLOW_MODE_REIMBURSEMENT,
expenseType: type.key,
stepKey: steps[0]?.key || 'summary',
pendingInterruptionText: ''
}
}
export function getGuidedReimbursementSteps(expenseType) {
const key = normalizeText(expenseType)
return GUIDED_REIMBURSEMENT_STEPS[key] || []
}
export function getCurrentGuidedStep(state) {
const current = normalizeGuidedFlowState(state)
if (current.mode !== GUIDED_FLOW_MODE_REIMBURSEMENT || !current.expenseType) {
return null
}
return getGuidedReimbursementSteps(current.expenseType).find((step) => step.key === current.stepKey) || null
}
export function buildGuidedStepPromptText(state) {
const current = normalizeGuidedFlowState(state)
const step = getCurrentGuidedStep(current)
const typeLabel = getGuidedExpenseTypeLabel(current.expenseType)
if (!step || !typeLabel) {
return buildGuidedReimbursementStartText()
}
const steps = getGuidedReimbursementSteps(current.expenseType)
const stepIndex = Math.max(0, steps.findIndex((item) => item.key === step.key))
return [
`已选择“${typeLabel}”。`,
'',
`第 ${stepIndex + 1} 步：${step.summaryLabel}`,
step.prompt,
'',
'直接回复这一项即可。'
].join('\n')
}
export function resolveGuidedExpenseTypeFromText(text) {
const normalized = normalizeText(text)
if (!normalized) {
return ''
}
const exact = GUIDED_EXPENSE_TYPES.find((item) => normalized === item.label || normalized === item.key)
if (exact) {
return exact.key
}
const matched = GUIDED_EXPENSE_TYPES.find((item) => normalized.includes(item.label))
return matched?.key || ''
}
export function applyGuidedReimbursementAnswer(state, answerText, attachmentNames = []) {
const current = normalizeGuidedFlowState(state)
const step = getCurrentGuidedStep(current)
if (!step) {
return current
}
const answer = normalizeText(answerText)
const nextValues = { ...current.values }
if (step.key === 'attachments') {
const nextAttachmentNames = uniqueValues([
...(Array.isArray(nextValues.attachment_names) ? nextValues.attachment_names : []),
...attachmentNames
])
if (nextAttachmentNames.length) {
nextValues.attachment_names = nextAttachmentNames
}
nextValues.attachments = answer || (nextAttachmentNames.length ? `已选择 ${nextAttachmentNames.length} 份附件` : '稍后上传')
} else {
nextValues[step.key] = answer
}
const steps = getGuidedReimbursementSteps(current.expenseType)
const currentIndex = steps.findIndex((item) => item.key === step.key)
const nextStep = steps[currentIndex + 1]
return {
...current,
values: normalizeValues(nextValues),
stepKey: nextStep?.key || 'summary',
pendingInterruptionText: ''
}
}
export function isGuidedReimbursementReadyForReview(state) {
const current = normalizeGuidedFlowState(state)
return current.mode === GUIDED_FLOW_MODE_REIMBURSEMENT
&& Boolean(current.expenseType)
&& current.stepKey === 'summary'
}
export function buildGuidedReimbursementSummaryText(state) {
const current = normalizeGuidedFlowState(state)
const typeLabel = getGuidedExpenseTypeLabel(current.expenseType) || '报销'
const steps = getGuidedReimbursementSteps(current.expenseType)
const lines = [
`已完成“${typeLabel}”的引导填写。`,
'',
'请核查下面的关键信息：'
]
steps.forEach((step) => {
const value = step.key === 'attachments'
? (current.values.attachment_names?.length
? current.values.attachment_names.join('、')
: current.values.attachments || '稍后上传')
: current.values[step.key]
lines.push(`- ${step.summaryLabel}：${value || '待补充'}`)
})
lines.push('')
lines.push('如果这些信息无误，我可以继续生成右侧报销核对信息；生成核对信息后，再由你决定保存草稿或继续下一步。')
return lines.join('\n')
}
export function buildGuidedReviewConfirmationActions() {
return [{
label: '生成报销核对信息',
description: '进入现有报销核对流程，不会直接保存草稿',
icon: 'mdi mdi-clipboard-check-outline',
action_type: GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW
}]
}
export function buildGuidedReviewSubmitOptions(state, files = []) {
const current = normalizeGuidedFlowState(state)
const type = getGuidedExpenseType(current.expenseType)
const values = current.values || {}
const typeLabel = type?.label || '其他费用'
const fieldLines = getGuidedReimbursementSteps(current.expenseType).map((step) => {
const value = step.key === 'attachments'
? (values.attachment_names?.length ? values.attachment_names.join('、') : values.attachments || '稍后上传')
: values[step.key]
return `${step.summaryLabel}：${value || '待补充'}`
})
const rawText = [
`报销类型：${typeLabel}`,
...fieldLines
].join('\n')
const reviewFormValues = {
expense_type: typeLabel,
reimbursement_type: typeLabel,
reason: values.reason || values.customer_name || '',
reason_value: values.reason || '',
customer_name: values.customer_name || '',
participants: values.participants || '',
location: values.location || '',
business_location: values.location || '',
time_range: values.time_range || '',
business_time: values.time_range || '',
amount: values.amount || '',
attachment_names: Array.isArray(values.attachment_names) ? values.attachment_names : []
}
return {
rawText,
userText: '生成报销核对信息',
pendingText: '正在生成右侧报销核对信息...',
systemGenerated: true,
files,
extraContext: {
draft_claim_id: '',
user_input_text: rawText,
expense_scene_selection: {
expense_type: type?.key || current.expenseType || 'other',
expense_type_label: typeLabel,
original_message: rawText
},
review_form_values: reviewFormValues
}
}
}
export function shouldConfirmGuidedInterruption(text, state) {
const current = normalizeGuidedFlowState(state)
if (!current.mode || current.pendingInterruptionText) {
return false
}
const normalized = normalizeText(text)
if (!normalized || NO_ATTACHMENT_TEXT_PATTERN.test(normalized)) {
return false
}
return INTERRUPTION_PATTERN.test(normalized)
}
export function buildGuidedInterruptionText(text) {
return [
`我看到你刚才输入的是：“${normalizeText(text)}”。`,
'',
'这看起来像一个新的问题。你想继续填写当前引导，还是先暂停当前引导并处理这个问题？'
].join('\n')
}
export function buildGuidedInterruptionActions() {
return [
{
label: '继续填写',
description: '保留当前引导，继续回答这一项',
icon: 'mdi mdi-pencil-outline',
action_type: GUIDED_ACTION_CONTINUE_FILLING
},
{
label: '暂停当前引导并处理这个问题',
description: '暂停引导，把刚才输入交给财务助手处理',
icon: 'mdi mdi-chat-processing-outline',
action_type: GUIDED_ACTION_PROCESS_INTERRUPTION
}
]
}
export function createGuidedStatusQueryState() {
return {
...createEmptyGuidedFlowState(),
mode: GUIDED_FLOW_MODE_STATUS_QUERY,
stepKey: 'query_mode'
}
}
export function buildGuidedStatusQueryStartText() {
return [
'你想按什么条件查询单据状态？',
'',
'先选查询方式，我再向你收集对应条件。'
].join('\n')
}
export function buildGuidedQueryModeActions() {
return GUIDED_QUERY_MODES.map((option) => ({
label: option.label,
description: option.description,
icon: option.icon,
action_type: GUIDED_ACTION_SELECT_QUERY_MODE,
payload: {
query_mode: option.key,
query_mode_label: option.label
}
}))
}
export function buildGuidedQueryStatusActions() {
return GUIDED_QUERY_STATUS_OPTIONS.map((option) => ({
label: option.label,
description: option.description,
icon: 'mdi mdi-checkbox-marked-circle-outline',
action_type: GUIDED_ACTION_SELECT_QUERY_STATUS,
payload: {
query_status: option.key,
query_status_label: option.label
}
}))
}
export function resolveGuidedQueryModeFromText(text) {
const normalized = normalizeText(text)
if (!normalized) return ''
const exact = GUIDED_QUERY_MODES.find((item) => normalized === item.label || normalized === item.key)
if (exact) return exact.key
if (/单号|编号|EXP-/i.test(normalized)) return 'claim_no'
if (/状态|草稿|审批|退回|归档|完成/.test(normalized)) return 'status'
if (/上周|本周|去年|今年|月份|时间|日期|[0-9]{4}-[0-9]{2}/.test(normalized)) return 'time_range'
return 'keyword'
}
export function selectGuidedQueryMode(state, queryMode) {
const current = normalizeGuidedFlowState(state)
const mode = GUIDED_QUERY_MODES.find((item) => item.key === normalizeText(queryMode))
if (!mode) {
return current
}
return {
...current,
mode: GUIDED_FLOW_MODE_STATUS_QUERY,
stepKey: mode.key === 'status' ? 'status_value' : 'query_value',
values: {
...current.values,
query_mode: mode.key,
query_mode_label: mode.label
},
pendingInterruptionText: ''
}
}
export function buildGuidedQueryPromptText(state) {
const current = normalizeGuidedFlowState(state)
const mode = normalizeText(current.values.query_mode)
if (!mode) {
return buildGuidedStatusQueryStartText()
}
if (mode === 'status') {
return [
'请选择要查询的单据状态。',
'',
'我会按所选状态筛选最近的报销单据。'
].join('\n')
}
const prompts = {
claim_no: '请输入报销单号，例如 EXP-202605-001。',
time_range: '请输入查询时间范围，例如：上周、今年 5 月、2025 年全年。',
keyword: '请输入地点、客户或事由关键词，例如：上海电力、北京、服务器部署。'
}
return prompts[mode] || '请补充查询条件。'
}
export function buildGuidedStatusQueryText(state, valueText) {
const current = normalizeGuidedFlowState(state)
const mode = normalizeText(current.values.query_mode)
const value = normalizeText(valueText)
if (mode === 'claim_no') {
return `帮我查询单号 ${value} 的报销单状态`
}
if (mode === 'status') {
return `帮我查询${value}的报销单据，筛选最近的 5 条记录`
}
if (mode === 'time_range') {
return `帮我查询${value}提交或发生的报销单据状态，筛选最近的 5 条记录`
}
return `帮我查询地点或事由包含“${value}”的报销单据状态，筛选最近的 5 条记录`
}

439
web/src/views/scripts/useTravelReimbursementGuidedFlow.js Normal file
View File

@@ -0,0 +1,439 @@
import { ref } from 'vue'
import {
GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW,
GUIDED_ACTION_CONTINUE_FILLING,
GUIDED_ACTION_OPEN_TRAVEL_CALCULATOR,
GUIDED_ACTION_PROCESS_INTERRUPTION,
GUIDED_ACTION_SELECT_EXPENSE_TYPE,
GUIDED_ACTION_SELECT_QUERY_MODE,
GUIDED_ACTION_SELECT_QUERY_STATUS,
GUIDED_ACTION_START_REIMBURSEMENT,
GUIDED_ACTION_START_STATUS_QUERY,
GUIDED_FLOW_MODE_REIMBURSEMENT,
GUIDED_FLOW_MODE_STATUS_QUERY,
applyGuidedReimbursementAnswer,
buildGuidedExpenseTypeActions,
buildGuidedInterruptionActions,
buildGuidedInterruptionText,
buildGuidedQueryModeActions,
buildGuidedQueryPromptText,
buildGuidedQueryStatusActions,
buildGuidedReimbursementStartText,
buildGuidedReimbursementSummaryText,
buildGuidedReviewConfirmationActions,
buildGuidedReviewSubmitOptions,
buildGuidedStatusQueryStartText,
buildGuidedStatusQueryText,
buildGuidedStepPromptText,
createEmptyGuidedFlowState,
createGuidedReimbursementState,
createGuidedStatusQueryState,
getCurrentGuidedStep,
isGuidedFlowActive,
isGuidedReimbursementReadyForReview,
normalizeGuidedFlowState,
resolveGuidedExpenseTypeFromText,
resolveGuidedQueryModeFromText,
selectGuidedExpenseType,
selectGuidedQueryMode,
shouldConfirmGuidedInterruption
} from './travelReimbursementGuidedFlowModel.js'
function normalizeText(value) {
return String(value || '').trim()
}
function buildFileNames(files) {
return Array.from(files || [])
.map((file) => normalizeText(file?.name))
.filter(Boolean)
}
function mergePendingFiles(currentFiles, nextFiles) {
const merged = [...Array.from(currentFiles || [])]
Array.from(nextFiles || []).forEach((file) => {
const name = normalizeText(file?.name)
if (!name) return
const duplicated = merged.some((item) => normalizeText(item?.name) === name && Number(item?.size || 0) === Number(file?.size || 0))
if (!duplicated) {
merged.push(file)
}
})
return merged
}
export function useTravelReimbursementGuidedFlow({
guidedFlowState,
messages,
composerDraft,
attachedFiles,
composerBusinessTimeTags,
composerBusinessTimeDraftTouched,
fileInputRef,
submitting,
reviewActionBusy,
sessionSwitchBusy,
createMessage,
nextTick,
scrollToBottom,
persistSessionState,
clearAttachedFiles,
adjustComposerTextareaHeight,
buildComposerBusinessTimeContext,
openTravelCalculator,
lockSuggestedActionMessage,
submitExistingComposer,
toast
}) {
const guidedPendingFiles = ref([])
function persistAndScroll() {
persistSessionState()
nextTick(() => {
adjustComposerTextareaHeight?.()
scrollToBottom?.()
})
}
function clearComposerRuntime() {
composerDraft.value = ''
clearAttachedFiles?.()
if (fileInputRef?.value) {
fileInputRef.value.value = ''
}
if (composerBusinessTimeTags) {
composerBusinessTimeTags.value = []
}
if (composerBusinessTimeDraftTouched) {
composerBusinessTimeDraftTouched.value = false
}
}
function pushAssistant(text, extras = {}) {
messages.value.push(createMessage('assistant', text, [], extras))
}
function pushUser(text, attachmentNames = []) {
const normalizedText = normalizeText(text)
messages.value.push(createMessage('user', normalizedText || `上传 ${attachmentNames.length} 份附件`, attachmentNames))
}
function resetGuidedFlowState() {
guidedFlowState.value = createEmptyGuidedFlowState()
guidedPendingFiles.value = []
}
function startGuidedReimbursement() {
guidedFlowState.value = createGuidedReimbursementState()
guidedPendingFiles.value = []
pushAssistant(buildGuidedReimbursementStartText(), {
meta: ['引导式报销'],
suggestedActions: buildGuidedExpenseTypeActions()
})
persistAndScroll()
}
function startGuidedStatusQuery() {
guidedFlowState.value = createGuidedStatusQueryState()
guidedPendingFiles.value = []
pushAssistant(buildGuidedStatusQueryStartText(), {
meta: ['引导式查询'],
suggestedActions: buildGuidedQueryModeActions()
})
persistAndScroll()
}
function handleGuidedShortcut(shortcut) {
const actionType = normalizeText(shortcut?.action)
if (actionType === GUIDED_ACTION_START_REIMBURSEMENT) {
startGuidedReimbursement()
return true
}
if (actionType === GUIDED_ACTION_START_STATUS_QUERY) {
startGuidedStatusQuery()
return true
}
if (actionType === GUIDED_ACTION_OPEN_TRAVEL_CALCULATOR) {
openTravelCalculator?.()
pushAssistant('差旅计算器已打开。你可以直接填写目的地、天数和金额，我会按规则中心标准帮你测算。', {
meta: ['差旅计算器']
})
persistAndScroll()
return true
}
return false
}
function buildAnswerText(rawText, state) {
const text = normalizeText(rawText)
if (text) {
return text
}
const currentStep = getCurrentGuidedStep(state)
if (currentStep?.key === 'time_range') {
const businessTimeContext = buildComposerBusinessTimeContext?.()
return normalizeText(businessTimeContext?.time_range || businessTimeContext?.business_time)
}
return ''
}
function pushNextReimbursementPrompt() {
pushAssistant(buildGuidedStepPromptText(guidedFlowState.value), {
meta: ['引导式报销']
})
}
function pushReimbursementSummary() {
pushAssistant(buildGuidedReimbursementSummaryText(guidedFlowState.value), {
meta: ['待生成核对信息'],
suggestedActions: buildGuidedReviewConfirmationActions()
})
}
function handleReimbursementAnswer(answerText, files) {
const currentState = normalizeGuidedFlowState(guidedFlowState.value)
const currentStep = getCurrentGuidedStep(currentState)
const fileNames = buildFileNames(files)
if (currentState.stepKey === 'expense_type') {
const expenseType = resolveGuidedExpenseTypeFromText(answerText)
if (!expenseType) {
pushAssistant('我还需要先确认报销类型。请点击下面最贴近的费用场景后，我再继续问下一项。', {
meta: ['等待选择报销类型'],
suggestedActions: buildGuidedExpenseTypeActions()
})
return
}
guidedFlowState.value = selectGuidedExpenseType(currentState, expenseType)
pushNextReimbursementPrompt()
return
}
if (!currentStep) {
pushAssistant(buildGuidedReimbursementStartText(), {
meta: ['引导式报销'],
suggestedActions: buildGuidedExpenseTypeActions()
})
return
}
if (!answerText && fileNames.length && currentStep.key !== 'attachments') {
guidedPendingFiles.value = mergePendingFiles(guidedPendingFiles.value, files)
pushAssistant([
`我已先记录 ${fileNames.length} 份附件。`,
'',
`当前还需要补充：${currentStep.summaryLabel}。`,
currentStep.prompt
].join('\n'), {
meta: ['已记录附件']
})
return
}
if (fileNames.length) {
guidedPendingFiles.value = mergePendingFiles(guidedPendingFiles.value, files)
}
guidedFlowState.value = applyGuidedReimbursementAnswer(currentState, answerText, fileNames)
if (isGuidedReimbursementReadyForReview(guidedFlowState.value)) {
pushReimbursementSummary()
return
}
pushNextReimbursementPrompt()
}
async function runStatusQuery(queryText, skipUserMessage = true) {
const normalizedQuery = normalizeText(queryText)
resetGuidedFlowState()
clearComposerRuntime()
persistAndScroll()
if (!normalizedQuery) {
return true
}
await submitExistingComposer({
rawText: normalizedQuery,
userText: normalizedQuery,
pendingText: '正在查询单据状态...',
skipUserMessage
})
return true
}
async function handleStatusQueryAnswer(answerText) {
const currentState = normalizeGuidedFlowState(guidedFlowState.value)
if (currentState.stepKey === 'query_mode') {
const queryMode = resolveGuidedQueryModeFromText(answerText)
if (!queryMode) {
pushAssistant(buildGuidedStatusQueryStartText(), {
meta: ['引导式查询'],
suggestedActions: buildGuidedQueryModeActions()
})
return true
}
guidedFlowState.value = selectGuidedQueryMode(currentState, queryMode)
const actions = guidedFlowState.value.stepKey === 'status_value' ? buildGuidedQueryStatusActions() : []
pushAssistant(buildGuidedQueryPromptText(guidedFlowState.value), {
meta: ['引导式查询'],
suggestedActions: actions
})
return true
}
const queryText = buildGuidedStatusQueryText(currentState, answerText)
return runStatusQuery(queryText, true)
}
async function handleGuidedComposerSubmit(options = {}) {
const currentState = normalizeGuidedFlowState(guidedFlowState.value)
if (!isGuidedFlowActive(currentState)) {
return false
}
if (options.systemGenerated || normalizeText(options.extraContext?.review_action)) {
return false
}
if (submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) {
return true
}
const files = Array.from(options.files ?? attachedFiles.value ?? [])
const fileNames = buildFileNames(files)
const answerText = buildAnswerText(options.rawText ?? composerDraft.value, currentState)
if (!answerText && !fileNames.length) {
return true
}
pushUser(answerText, fileNames)
if (shouldConfirmGuidedInterruption(answerText, currentState) && !fileNames.length) {
guidedFlowState.value = {
...currentState,
pendingInterruptionText: answerText
}
pushAssistant(buildGuidedInterruptionText(answerText), {
meta: ['等待确认是否打断'],
suggestedActions: buildGuidedInterruptionActions()
})
clearComposerRuntime()
persistAndScroll()
return true
}
if (currentState.mode === GUIDED_FLOW_MODE_REIMBURSEMENT) {
handleReimbursementAnswer(answerText, files)
clearComposerRuntime()
persistAndScroll()
return true
}
if (currentState.mode === GUIDED_FLOW_MODE_STATUS_QUERY) {
clearComposerRuntime()
persistAndScroll()
await handleStatusQueryAnswer(answerText)
return true
}
return false
}
async function handleGuidedSuggestedAction(message, action) {
const actionType = normalizeText(action?.action_type)
if (!actionType) {
return false
}
const guidedActionTypes = new Set([
GUIDED_ACTION_SELECT_EXPENSE_TYPE,
GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW,
GUIDED_ACTION_CONTINUE_FILLING,
GUIDED_ACTION_PROCESS_INTERRUPTION,
GUIDED_ACTION_SELECT_QUERY_MODE,
GUIDED_ACTION_SELECT_QUERY_STATUS
])
if (!guidedActionTypes.has(actionType)) {
return false
}
if (submitting.value || reviewActionBusy.value || sessionSwitchBusy.value || message?.suggestedActionsLocked) {
return true
}
if (!lockSuggestedActionMessage(message, action)) {
return true
}
if (actionType === GUIDED_ACTION_SELECT_EXPENSE_TYPE) {
const expenseType = normalizeText(action?.payload?.expense_type)
const expenseTypeLabel = normalizeText(action?.payload?.expense_type_label || action?.label)
guidedFlowState.value = selectGuidedExpenseType(guidedFlowState.value, expenseType)
pushUser(`选择${expenseTypeLabel || '报销类型'}`)
pushNextReimbursementPrompt()
persistAndScroll()
return true
}
if (actionType === GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW) {
const submitOptions = buildGuidedReviewSubmitOptions(guidedFlowState.value, guidedPendingFiles.value)
resetGuidedFlowState()
persistAndScroll()
await submitExistingComposer(submitOptions)
return true
}
if (actionType === GUIDED_ACTION_CONTINUE_FILLING) {
const pendingState = {
...normalizeGuidedFlowState(guidedFlowState.value),
pendingInterruptionText: ''
}
guidedFlowState.value = pendingState
if (pendingState.mode === GUIDED_FLOW_MODE_STATUS_QUERY) {
pushAssistant(buildGuidedQueryPromptText(pendingState), {
meta: ['引导式查询'],
suggestedActions: pendingState.stepKey === 'status_value' ? buildGuidedQueryStatusActions() : []
})
} else {
pushNextReimbursementPrompt()
}
persistAndScroll()
return true
}
if (actionType === GUIDED_ACTION_PROCESS_INTERRUPTION) {
const pendingText = normalizeText(guidedFlowState.value?.pendingInterruptionText)
resetGuidedFlowState()
persistAndScroll()
await submitExistingComposer({
rawText: pendingText,
userText: pendingText,
pendingText: '正在处理你的问题...',
skipUserMessage: true
})
return true
}
if (actionType === GUIDED_ACTION_SELECT_QUERY_MODE) {
const queryMode = normalizeText(action?.payload?.query_mode)
const queryModeLabel = normalizeText(action?.payload?.query_mode_label || action?.label)
guidedFlowState.value = selectGuidedQueryMode(guidedFlowState.value, queryMode)
pushUser(`选择${queryModeLabel || '查询方式'}`)
pushAssistant(buildGuidedQueryPromptText(guidedFlowState.value), {
meta: ['引导式查询'],
suggestedActions: guidedFlowState.value.stepKey === 'status_value' ? buildGuidedQueryStatusActions() : []
})
persistAndScroll()
return true
}
if (actionType === GUIDED_ACTION_SELECT_QUERY_STATUS) {
const statusLabel = normalizeText(action?.payload?.query_status_label || action?.label)
pushUser(`选择${statusLabel || '单据状态'}`)
const queryText = buildGuidedStatusQueryText(guidedFlowState.value, statusLabel)
await runStatusQuery(queryText, true)
return true
}
return false
}
return {
handleGuidedShortcut,
handleGuidedComposerSubmit,
handleGuidedSuggestedAction,
resetGuidedFlowState
}
}

38
web/src/views/scripts/useTravelReimbursementSessionState.js
View File

@@ -15,6 +15,7 @@ import {
SESSION_TYPE_KNOWLEDGE,
buildInitialInsightFromConversation,
buildWelcomeInsight,
buildWelcomeQuickActions,
createWelcomeAssistantMessage,
hasMeaningfulSessionMessages,
normalizeInitialConversationMessages,
@@ -25,6 +26,10 @@ import {
serializeSessionMessages,
shouldPreferPersistedSessionState
} from './travelReimbursementConversationModel.js'
import {
createEmptyGuidedFlowState,
normalizeGuidedFlowState
} from './travelReimbursementGuidedFlowModel.js'
export function useTravelReimbursementSessionState({
props,
@@ -36,9 +41,26 @@ export function useTravelReimbursementSessionState({
scrollToBottom,
getSessionRuntimeRefs = () => ({})
}) {
function refreshWelcomeQuickActions(messages, sessionType) {
if (!Array.isArray(messages) || !messages.length) {
return []
}
const currentActions = buildWelcomeQuickActions(
sessionType,
currentUser.value,
props.entrySource,
linkedRequest.value
)
return messages.map((message) => (
message?.isWelcome
? { ...message, welcomeQuickActions: currentActions }
: message
))
}
function buildConversationSessionState(conversation, fallbackSessionType = SESSION_TYPE_EXPENSE) {
const sessionType = resolveInitialSessionType(conversation) || fallbackSessionType
const restoredMessages = normalizeInitialConversationMessages(conversation)
const restoredMessages = refreshWelcomeQuickActions(normalizeInitialConversationMessages(conversation), sessionType)
const initialInsight = buildInitialInsightFromConversation(conversation)
const restoredReviewFilePreviews = buildReviewFilePreviewsFromMessages(restoredMessages)
@@ -56,6 +78,7 @@ export function useTravelReimbursementSessionState({
attachedFiles: [],
composerFilesExpanded: false,
composerUploadIntent: '',
guidedFlowState: createEmptyGuidedFlowState(),
insightPanelCollapsed: false
}
}
@@ -79,6 +102,7 @@ export function useTravelReimbursementSessionState({
attachedFiles: [],
composerFilesExpanded: false,
composerUploadIntent: '',
guidedFlowState: createEmptyGuidedFlowState(),
insightPanelCollapsed: false
}
}
@@ -90,7 +114,7 @@ export function useTravelReimbursementSessionState({
}
const sessionType = String(state.sessionType || snapshot.sessionType || fallbackSessionType || '').trim() || SESSION_TYPE_EXPENSE
const restoredMessages = normalizeSnapshotMessages(state.messages)
const restoredMessages = refreshWelcomeQuickActions(normalizeSnapshotMessages(state.messages), sessionType)
if (
!hasMeaningfulSessionMessages(restoredMessages)
&& !String(state.conversationId || '').trim()
@@ -114,6 +138,7 @@ export function useTravelReimbursementSessionState({
attachedFiles: [],
composerFilesExpanded: false,
composerUploadIntent: String(state.composerUploadIntent || '').trim(),
guidedFlowState: normalizeGuidedFlowState(state.guidedFlowState),
insightPanelCollapsed: Boolean(state.insightPanelCollapsed)
}
}
@@ -155,6 +180,7 @@ export function useTravelReimbursementSessionState({
})
const currentInsight = ref(initialSessionState.currentInsight)
const composerUploadIntent = ref(String(initialSessionState.composerUploadIntent || '').trim())
const guidedFlowState = ref(normalizeGuidedFlowState(initialSessionState.guidedFlowState))
const insightPanelCollapsed = ref(false)
const sessionSwitchBusy = ref(false)
let knowledgeSessionResetPromise = Promise.resolve()
@@ -170,6 +196,7 @@ export function useTravelReimbursementSessionState({
reviewFilePreviews: filterPersistableFilePreviews(state.reviewFilePreviews),
composerDraft: String(state.composerDraft || ''),
composerUploadIntent: String(state.composerUploadIntent || '').trim(),
guidedFlowState: normalizeGuidedFlowState(state.guidedFlowState),
insightPanelCollapsed: Boolean(state.insightPanelCollapsed)
}
}
@@ -209,6 +236,7 @@ export function useTravelReimbursementSessionState({
attachedFiles: runtimeRefs.attachedFiles?.value ?? [],
composerFilesExpanded: runtimeRefs.composerFilesExpanded?.value ?? false,
composerUploadIntent: composerUploadIntent.value,
guidedFlowState: runtimeRefs.guidedFlowState?.value ?? guidedFlowState.value,
insightPanelCollapsed: insightPanelCollapsed.value
}
}
@@ -246,6 +274,11 @@ export function useTravelReimbursementSessionState({
runtimeRefs.composerFilesExpanded.value = Boolean(nextState.composerFilesExpanded)
}
composerUploadIntent.value = String(nextState.composerUploadIntent || '').trim()
const nextGuidedFlowState = normalizeGuidedFlowState(nextState.guidedFlowState)
guidedFlowState.value = nextGuidedFlowState
if (runtimeRefs.guidedFlowState) {
runtimeRefs.guidedFlowState.value = nextGuidedFlowState
}
insightPanelCollapsed.value = Boolean(nextState.insightPanelCollapsed)
nextTick(() => {
adjustComposerTextareaHeight()
@@ -322,6 +355,7 @@ export function useTravelReimbursementSessionState({
currentInsight,
reviewFilePreviews,
composerUploadIntent,
guidedFlowState,
insightPanelCollapsed,
sessionSwitchBusy,
initialSessionState,

4
web/src/views/scripts/useTravelReimbursementSubmitComposer.js
View File

@@ -685,8 +685,8 @@ export function useTravelReimbursementSubmitComposer(ctx) {
const backendMessage = buildBackendMessage(rawText, effectiveFileNames, effectiveOcrSummary)
const orchestratorOptions = isKnowledgeSession.value
? {
timeoutMs: 18000,
timeoutMessage: '知识问答整理超时，已停止等待。建议缩小问题范围或稍后重试。'
timeoutMs: 75000,
timeoutMessage: '知识问答仍在检索整理，已停止等待。请稍后重试，或补充制度名称、费用类型等限定条件。'
}
: {
timeoutMs: 120000,