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feat: 增强知识库索引与设置页面模块化拆分

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扩展知识库索引任务和 RAG 检索支持增量入库和文档去重，优
化本体检测和规则匹配精度，前端设置页面拆分为 LLM、邮件
和 Hermes 员工同步子面板并重构样式，新增日志详情组件和
知识入库日志模型，补充单元测试覆盖。
This commit is contained in:
caoxiaozhu
2026-05-22 23:47:28 +08:00
parent 88ff04bef8
commit 5b388d08c0
84 changed files with 10170 additions and 2599 deletions
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59
web/src/views/scripts/HermesEmployeeSettingsPanel.js Normal file
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import { computed } from 'vue'
import { HERMES_SIMPLE_TASKS } from '../../utils/hermesEmployeeSettingsModel.js'
export default {
name: 'HermesEmployeeSettingsPanel',
props: {
hermesForm: {
type: Object,
required: true
}
},
emits: ['toggle-master', 'toggle-flag', 'toggle-task', 'update-task-time'],
setup(props) {
const TASK_METADATA = {
knowledgeAggregation: { icon: 'mdi-sync', color: 'indigo' },
ruleReviewDigest: { icon: 'mdi-bell-ring-outline', color: 'warning' },
riskSummary: { icon: 'mdi-shield-search', color: 'danger' },
archiveDigest: { icon: 'mdi-archive-outline', color: 'info' },
dailyStats: { icon: 'mdi-chart-line', color: 'success' },
monthlyStats: { icon: 'mdi-chart-bar', color: 'primary' },
yearlyStats: { icon: 'mdi-chart-pie', color: 'secondary' }
}
function getTaskIcon(taskId) {
return TASK_METADATA[taskId]?.icon || 'mdi-cog-outline'
}
function getTaskColorClass(taskId) {
return TASK_METADATA[taskId]?.color || 'default'
}
function isTaskOn(taskId) {
return Boolean(
props.hermesForm?.masterEnabled &&
props.hermesForm?.capabilities?.[taskId] &&
props.hermesForm?.schedules?.[taskId]?.enabled
)
}
function taskTime(taskId) {
return props.hermesForm?.schedules?.[taskId]?.time || '09:00'
}
const activeTasksCount = computed(() => {
return HERMES_SIMPLE_TASKS.filter(task => isTaskOn(task.id)).length
})
return {
HERMES_SIMPLE_TASKS,
isTaskOn,
taskTime,
getTaskIcon,
getTaskColorClass,
activeTasksCount
}
}
}

194
web/src/views/scripts/LlmSettingsPanel.js Normal file
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import { ref } from 'vue'
import { testModelConnectivity } from '../../services/settings.js'
import { useToast } from '../../composables/useToast.js'
const MODEL_SECRET_MASK = '********'
const MODEL_TEST_CONFIGS = {
main: {
label: '主模型',
providerKey: 'mainProvider',
modelKey: 'mainModel',
endpointKey: 'mainEndpoint',
apiKeyKey: 'mainApiKey',
capability: 'chat'
},
backup: {
label: '备份模型',
providerKey: 'backupProvider',
modelKey: 'backupModel',
endpointKey: 'backupEndpoint',
apiKeyKey: 'backupApiKey',
capability: 'chat'
},
embedding: {
label: 'Embedding 模型',
providerKey: 'embeddingProvider',
modelKey: 'embeddingModel',
endpointKey: 'embeddingEndpoint',
apiKeyKey: 'embeddingApiKey',
capability: 'embedding'
},
reranker: {
label: 'Reranker 模型',
providerKey: 'rerankerProvider',
modelKey: 'rerankerModel',
endpointKey: 'rerankerEndpoint',
apiKeyKey: 'rerankerApiKey',
capability: 'reranker'
}
}
const CUSTOM_OPENAI_PROVIDER = 'Custom OpenAI Compatible'
const PROVIDER_ENDPOINTS = {
MiniMax: 'https://api.minimaxi.com/v1',
GLM: 'https://open.bigmodel.cn/api/paas/v4/',
Kimi: 'https://api.moonshot.ai/v1',
Ali: 'https://dashscope.aliyuncs.com/compatible-mode/v1',
Codex: 'https://api.openai.com/v1',
Claude: 'https://api.anthropic.com/v1/',
Gemini: 'https://generativelanguage.googleapis.com/v1beta/openai/',
[CUSTOM_OPENAI_PROVIDER]: ''
}
const RERANKER_PROVIDER_ENDPOINTS = {
Ali: 'https://dashscope.aliyuncs.com/api/v1/services/rerank/text-rerank/text-rerank',
[CUSTOM_OPENAI_PROVIDER]: ''
}
const LEGACY_PROVIDER_MAP = {
'OpenAI Compatible': 'Codex',
'Azure OpenAI': CUSTOM_OPENAI_PROVIDER,
Ollama: CUSTOM_OPENAI_PROVIDER,
'自定义网关': CUSTOM_OPENAI_PROVIDER
}
function normalizeValue(value) {
return String(value ?? '').trim()
}
function normalizeProviderValue(value, fallback = 'Codex') {
const normalized = normalizeValue(value)
const providerOptions = Object.keys(PROVIDER_ENDPOINTS)
if (providerOptions.includes(normalized)) {
return normalized
}
if (LEGACY_PROVIDER_MAP[normalized]) {
return LEGACY_PROVIDER_MAP[normalized]
}
return fallback
}
function getProviderEndpoint(provider) {
return PROVIDER_ENDPOINTS[provider] ?? ''
}
function getRerankerEndpoint(provider) {
return RERANKER_PROVIDER_ENDPOINTS[provider] ?? getProviderEndpoint(provider)
}
function isModelConfigReady(provider, model, endpoint) {
return Boolean(normalizeValue(provider) && normalizeValue(model) && normalizeValue(endpoint))
}
function isModelSecretMask(value) {
return value === MODEL_SECRET_MASK
}
export default {
name: 'LlmSettingsPanel',
props: {
llmForm: {
type: Object,
required: true
},
providerOptions: {
type: Array,
required: true
}
},
setup(props) {
const { toast } = useToast()
const modelTestState = ref({
main: { status: 'idle', message: '' },
backup: { status: 'idle', message: '' },
embedding: { status: 'idle', message: '' },
reranker: { status: 'idle', message: '' }
})
function applyProviderPreset(testKey) {
const config = MODEL_TEST_CONFIGS[testKey]
const provider = normalizeProviderValue(props.llmForm[config.providerKey], CUSTOM_OPENAI_PROVIDER)
props.llmForm[config.providerKey] = provider
props.llmForm[config.endpointKey] =
testKey === 'reranker' ? getRerankerEndpoint(provider) : getProviderEndpoint(provider)
}
function getModelTestState(testKey) {
return modelTestState.value[testKey] || { status: 'idle', message: '' }
}
function isModelTesting(testKey) {
return getModelTestState(testKey).status === 'testing'
}
function clearModelSecretMask(testKey) {
const config = MODEL_TEST_CONFIGS[testKey]
if (isModelSecretMask(props.llmForm[config.apiKeyKey])) {
props.llmForm[config.apiKeyKey] = ''
}
}
async function testModelConnection(testKey) {
const config = MODEL_TEST_CONFIGS[testKey]
const provider = props.llmForm[config.providerKey]
const model = props.llmForm[config.modelKey]
const endpoint = props.llmForm[config.endpointKey]
const apiKey = props.llmForm[config.apiKeyKey]
if (!isModelConfigReady(provider, model, endpoint)) {
const message = `请先完整填写${config.label}的供应商、模型名称和接口地址。`
modelTestState.value[testKey] = { status: 'error', message }
toast(message)
return
}
modelTestState.value[testKey] = { status: 'testing', message: '正在测试模型连通性...' }
const payload = {
provider,
model,
endpoint,
api_key: isModelSecretMask(apiKey) ? '' : apiKey,
capability: config.capability,
slot: testKey
}
try {
const result = await testModelConnectivity(payload)
modelTestState.value[testKey] = {
status: result.ok ? 'success' : 'error',
message: result.detail || (result.ok ? '模型连接成功。' : '模型连接失败。')
}
toast(modelTestState.value[testKey].message)
} catch (error) {
const message = error.message || '模型测试请求失败，请确认 FastAPI 已启动。'
modelTestState.value[testKey] = { status: 'error', message }
toast(message)
}
}
return {
applyProviderPreset,
getModelTestState,
isModelTesting,
clearModelSecretMask,
testModelConnection
}
}
}

20
web/src/views/scripts/MailSettingsPanel.js Normal file
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export default {
name: 'MailSettingsPanel',
props: {
mailForm: {
type: Object,
required: true
}
},
setup(props) {
function toggleField(field) {
if (props.mailForm) {
props.mailForm[field] = !props.mailForm[field]
}
}
return {
toggleField
}
}
}

923
web/src/views/scripts/SettingsView.js
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@@ -1,914 +1,21 @@
import { computed, onBeforeUnmount, onMounted, ref } from 'vue'
import { useSystemState } from '../../composables/useSystemState.js'
import { fetchSettings, saveSettings, testModelConnectivity } from '../../services/settings.js'
import { useToast } from '../../composables/useToast.js'
const SETTINGS_STORAGE_KEY = 'x-financial-settings-draft'
const CURRENT_YEAR = new Date().getFullYear()
const CUSTOM_OPENAI_PROVIDER = 'Custom OpenAI Compatible'
const MODEL_SECRET_MASK = '********'
const RENDER_SECRET_MASK = '********'
const SECTION_DEFINITIONS = [
{
id: 'profile',
label: '企业信息',
title: '系统基本信息',
desc: '公司名称、品牌与版权',
longDesc: '统一维护企业名称、系统显示名称和版权信息，保存后会同步更新当前系统品牌展示。',
actionLabel: '保存企业信息'
},
{
id: 'admin',
label: '管理员安全',
title: '管理员账号与安全策略',
desc: '账号、密码与登录安全',
longDesc: '集中管理管理员账号、邮箱和登录安全策略。密码仅在当前输入时可见，不会写入浏览器草稿。',
actionLabel: '保存安全设置'
import HermesEmployeeSettingsPanel from '../HermesEmployeeSettingsPanel.vue'
import LlmSettingsPanel from '../LlmSettingsPanel.vue'
import MailSettingsPanel from '../MailSettingsPanel.vue'
import { useSettings } from '../../composables/useSettings.js'
export default {
name: 'SettingsView',
components: {
HermesEmployeeSettingsPanel,
LlmSettingsPanel,
MailSettingsPanel
},
{
id: 'session',
label: '会话设置',
title: '会话留存设置',
desc: '会话保留天数',
longDesc: '统一配置智能体会话的保留天数。超过保留期的历史会话会在后端清理，避免上下文和管理成本无限增长。',
actionLabel: '保存会话设置'
},
{
id: 'llm',
label: '大语言模型',
title: '模型接入配置',
desc: '主模型、备份模型与检索模型',
longDesc: '集中维护主模型、备份模型、Embedding 模型和 Reranker 模型的接入参数，供 AI 助手和检索链路调用。',
actionLabel: '保存模型配置'
},
{
id: 'rendering',
label: '文件渲染',
title: '文件渲染',
desc: '文档预览服务与访问密钥',
longDesc: '维护文件渲染开关、文档服务对外地址和 JWT 密钥，后端回调地址继续由部署配置管理。',
actionLabel: '保存文件渲染配置'
},
{
id: 'logs',
label: '日志策略',
title: '日志与审计策略',
desc: '日志级别、留存与脱敏',
longDesc: '定义系统日志级别、留存周期和审计策略，保证问题排查和合规审计可追溯。',
actionLabel: '保存日志策略'
},
{
id: 'mail',
label: '邮箱设置',
title: '邮箱通知配置',
desc: 'SMTP 与通知投递策略',
longDesc: '维护系统邮件发送配置和通知投递策略，审批、告警和摘要邮件都会依赖这里的设置。',
actionLabel: '保存邮箱配置'
}
]
const LOG_LEVELS = ['DEBUG', 'INFO', 'WARN', 'ERROR']
const PROVIDER_OPTIONS = [
'MiniMax',
'GLM',
'Kimi',
'Ali',
'Codex',
'Claude',
'Gemini',
CUSTOM_OPENAI_PROVIDER
]
const PROVIDER_ENDPOINTS = {
MiniMax: 'https://api.minimaxi.com/v1',
GLM: 'https://open.bigmodel.cn/api/paas/v4/',
Kimi: 'https://api.moonshot.ai/v1',
Ali: 'https://dashscope.aliyuncs.com/compatible-mode/v1',
Codex: 'https://api.openai.com/v1',
Claude: 'https://api.anthropic.com/v1/',
Gemini: 'https://generativelanguage.googleapis.com/v1beta/openai/',
[CUSTOM_OPENAI_PROVIDER]: ''
}
const RERANKER_PROVIDER_ENDPOINTS = {
Ali: 'https://dashscope.aliyuncs.com/api/v1/services/rerank/text-rerank/text-rerank',
[CUSTOM_OPENAI_PROVIDER]: ''
}
const LEGACY_PROVIDER_MAP = {
'OpenAI Compatible': 'Codex',
'Azure OpenAI': CUSTOM_OPENAI_PROVIDER,
Ollama: CUSTOM_OPENAI_PROVIDER,
'自定义网关': CUSTOM_OPENAI_PROVIDER
}
const MODEL_TEST_CONFIGS = {
main: {
label: '主模型',
providerKey: 'mainProvider',
modelKey: 'mainModel',
endpointKey: 'mainEndpoint',
apiKeyKey: 'mainApiKey',
capability: 'chat'
},
backup: {
label: '备份模型',
providerKey: 'backupProvider',
modelKey: 'backupModel',
endpointKey: 'backupEndpoint',
apiKeyKey: 'backupApiKey',
capability: 'chat'
},
embedding: {
label: 'Embedding 模型',
providerKey: 'embeddingProvider',
modelKey: 'embeddingModel',
endpointKey: 'embeddingEndpoint',
apiKeyKey: 'embeddingApiKey',
capability: 'embedding'
},
reranker: {
label: 'Reranker 模型',
providerKey: 'rerankerProvider',
modelKey: 'rerankerModel',
endpointKey: 'rerankerEndpoint',
apiKeyKey: 'rerankerApiKey',
capability: 'reranker'
}
}
const MODEL_API_KEY_CONFIGS = Object.values(MODEL_TEST_CONFIGS)
const SESSION_RETENTION_OPTIONS = Array.from({ length: 10 }, (_item, index) => ({
value: index + 1,
label: `${index + 1} 天`
}))
function normalizeValue(value) {
return String(value ?? '').trim()
}
function normalizeProviderValue(value, fallback = 'Codex') {
const normalized = normalizeValue(value)
if (PROVIDER_OPTIONS.includes(normalized)) {
return normalized
}
if (LEGACY_PROVIDER_MAP[normalized]) {
return LEGACY_PROVIDER_MAP[normalized]
}
return fallback
}
function getProviderEndpoint(provider) {
return PROVIDER_ENDPOINTS[provider] ?? ''
}
function getRerankerEndpoint(provider) {
return RERANKER_PROVIDER_ENDPOINTS[provider] ?? getProviderEndpoint(provider)
}
function buildDefaultState(companyProfile, currentUser) {
const companyName = normalizeValue(companyProfile?.name) || 'X-Financial'
const companyCode = normalizeValue(companyProfile?.code) || 'XF-001'
const adminEmail =
normalizeValue(companyProfile?.adminEmail) ||
normalizeValue(currentUser?.email) ||
'admin@example.com'
const adminAccount = normalizeValue(currentUser?.username) || 'superadmin'
return {
companyForm: {
companyName,
displayName: companyName,
companyCode,
recordNumber: '',
copyright: `Copyright © 2024-${CURRENT_YEAR} ${companyName}. All Rights Reserved.`
},
adminForm: {
adminAccount,
adminEmail,
newPassword: '',
confirmPassword: '',
sessionTimeout: Number(import.meta.env.VITE_AUTH_IDLE_TIMEOUT_MINUTES || 30),
noticeEmail: adminEmail,
mfaEnabled: true,
strongPassword: true,
loginAlertEnabled: true,
adminPasswordConfigured: false
},
sessionForm: {
conversationRetentionDays: 3
},
llmForm: {
mainProvider: 'Codex',
mainModel: 'codex-mini-latest',
mainEndpoint: getProviderEndpoint('Codex'),
mainApiKey: '',
mainApiKeyConfigured: false,
backupProvider: 'GLM',
backupModel: 'glm-5.1',
backupEndpoint: getProviderEndpoint('GLM'),
backupApiKey: '',
backupApiKeyConfigured: false,
embeddingProvider: 'GLM',
embeddingModel: 'Embedding-3',
embeddingEndpoint: getProviderEndpoint('GLM'),
embeddingApiKey: '',
embeddingApiKeyConfigured: false,
rerankerProvider: 'Ali',
rerankerModel: 'gte-rerank-v2',
rerankerEndpoint: getRerankerEndpoint('Ali'),
rerankerApiKey: '',
rerankerApiKeyConfigured: false
},
renderForm: {
enabled: false,
publicUrl: '',
jwtSecret: '',
jwtSecretConfigured: false
},
logForm: {
level: 'INFO',
retentionDays: 180,
archiveCycle: 'weekly',
logPath: 'server/logs/app.log',
alertEmail: adminEmail,
operationAudit: true,
loginAudit: true,
maskSensitive: true
},
mailForm: {
smtpHost: 'smtp.exmail.qq.com',
port: 465,
encryption: 'SSL/TLS',
senderName: companyName,
senderAddress: adminEmail,
username: adminEmail,
password: '',
passwordConfigured: false,
alertEnabled: true,
digestEnabled: false,
digestTime: '09:00',
defaultReceiver: adminEmail
}
}
}
function readStoredSettings() {
if (typeof window === 'undefined') {
return null
}
const raw = window.sessionStorage.getItem(SETTINGS_STORAGE_KEY)
if (!raw) {
return null
}
try {
return JSON.parse(raw)
} catch {
return null
}
}
function mergeState(baseState, overrideState) {
const mergedLlmForm = { ...baseState.llmForm, ...(overrideState?.llmForm || {}) }
mergedLlmForm.mainProvider = normalizeProviderValue(mergedLlmForm.mainProvider, baseState.llmForm.mainProvider)
mergedLlmForm.backupProvider = normalizeProviderValue(mergedLlmForm.backupProvider, baseState.llmForm.backupProvider)
mergedLlmForm.embeddingProvider = normalizeProviderValue(
mergedLlmForm.embeddingProvider,
baseState.llmForm.embeddingProvider
)
mergedLlmForm.rerankerProvider = normalizeProviderValue(
mergedLlmForm.rerankerProvider,
baseState.llmForm.rerankerProvider
)
return {
companyForm: { ...baseState.companyForm, ...(overrideState?.companyForm || {}) },
adminForm: { ...baseState.adminForm, ...(overrideState?.adminForm || {}) },
sessionForm: { ...baseState.sessionForm, ...(overrideState?.sessionForm || {}) },
llmForm: mergedLlmForm,
renderForm: { ...baseState.renderForm, ...(overrideState?.renderForm || {}) },
logForm: { ...baseState.logForm, ...(overrideState?.logForm || {}) },
mailForm: { ...baseState.mailForm, ...(overrideState?.mailForm || {}) }
}
}
function sanitizeForStorage(state) {
return {
companyForm: { ...state.companyForm },
adminForm: {
...state.adminForm,
newPassword: '',
confirmPassword: ''
},
sessionForm: { ...state.sessionForm },
llmForm: {
...state.llmForm,
mainApiKey: '',
backupApiKey: '',
embeddingApiKey: '',
rerankerApiKey: ''
},
renderForm: {
...state.renderForm,
jwtSecret: ''
},
logForm: { ...state.logForm },
mailForm: {
...state.mailForm,
password: ''
}
}
}
function getModelConfiguredKey(apiKeyKey) {
return `${apiKeyKey}Configured`
}
function isModelSecretMask(value) {
return value === MODEL_SECRET_MASK
}
function maskConfiguredModelSecrets(state) {
for (const config of MODEL_API_KEY_CONFIGS) {
const configuredKey = getModelConfiguredKey(config.apiKeyKey)
if (state.llmForm[configuredKey] && !normalizeValue(state.llmForm[config.apiKeyKey])) {
state.llmForm[config.apiKeyKey] = MODEL_SECRET_MASK
}
}
return state
}
function buildLlmPayload(llmForm) {
const payload = { ...llmForm }
for (const config of MODEL_API_KEY_CONFIGS) {
if (isModelSecretMask(payload[config.apiKeyKey])) {
payload[config.apiKeyKey] = ''
}
}
return payload
}
function isRenderSecretMask(value) {
return value === RENDER_SECRET_MASK
}
function maskConfiguredRenderSecret(state) {
if (state.renderForm.jwtSecretConfigured && !normalizeValue(state.renderForm.jwtSecret)) {
state.renderForm.jwtSecret = RENDER_SECRET_MASK
}
return state
}
function buildRenderPayload(renderForm) {
const payload = { ...renderForm }
if (isRenderSecretMask(payload.jwtSecret)) {
payload.jwtSecret = ''
}
return payload
}
function persistSettings(state) {
if (typeof window === 'undefined') {
return
}
window.sessionStorage.setItem(SETTINGS_STORAGE_KEY, JSON.stringify(sanitizeForStorage(state)))
}
function isModelConfigReady(provider, model, endpoint) {
return Boolean(normalizeValue(provider) && normalizeValue(model) && normalizeValue(endpoint))
}
function computeSectionStatus(state) {
return {
profile: Boolean(
normalizeValue(state.companyForm.companyName) &&
normalizeValue(state.companyForm.displayName) &&
normalizeValue(state.companyForm.copyright)
),
admin: Boolean(
normalizeValue(state.adminForm.adminAccount) &&
normalizeValue(state.adminForm.adminEmail) &&
Number(state.adminForm.sessionTimeout) >= 5
),
session: Boolean(
Number(state.sessionForm.conversationRetentionDays) >= 1 &&
Number(state.sessionForm.conversationRetentionDays) <= 10
),
llm: Boolean(
isModelConfigReady(state.llmForm.mainProvider, state.llmForm.mainModel, state.llmForm.mainEndpoint) &&
isModelConfigReady(state.llmForm.backupProvider, state.llmForm.backupModel, state.llmForm.backupEndpoint) &&
isModelConfigReady(
state.llmForm.embeddingProvider,
state.llmForm.embeddingModel,
state.llmForm.embeddingEndpoint
) &&
isModelConfigReady(
state.llmForm.rerankerProvider,
state.llmForm.rerankerModel,
state.llmForm.rerankerEndpoint
)
),
rendering: Boolean(
!state.renderForm.enabled ||
(normalizeValue(state.renderForm.publicUrl) &&
(normalizeValue(state.renderForm.jwtSecret) || state.renderForm.jwtSecretConfigured))
),
logs: Boolean(
normalizeValue(state.logForm.level) &&
Number(state.logForm.retentionDays) > 0 &&
normalizeValue(state.logForm.logPath)
),
mail: Boolean(
normalizeValue(state.mailForm.smtpHost) &&
Number(state.mailForm.port) > 0 &&
normalizeValue(state.mailForm.senderAddress) &&
normalizeValue(state.mailForm.username)
)
}
}
export default {
name: 'SettingsView',
setup() {
const { toast } = useToast()
const { companyProfile, currentUser, updateCompanyProfilePreview } = useSystemState()
const buildResolvedDefaults = () => buildDefaultState(companyProfile.value, currentUser.value)
const pageState = ref(mergeState(buildResolvedDefaults(), readStoredSettings()))
const activeSection = ref('profile')
const sessionRetentionPickerOpen = ref(false)
const sessionRetentionPickerRef = ref(null)
const modelTestState = ref({
main: { status: 'idle', message: '' },
backup: { status: 'idle', message: '' },
embedding: { status: 'idle', message: '' },
reranker: { status: 'idle', message: '' }
})
const sections = SECTION_DEFINITIONS
const logLevels = LOG_LEVELS
const providerOptions = PROVIDER_OPTIONS
const sessionRetentionOptions = SESSION_RETENTION_OPTIONS
const sectionStatus = computed(() => computeSectionStatus(pageState.value))
const completedSectionCount = computed(() => Object.values(sectionStatus.value).filter(Boolean).length)
const activeSectionConfig = computed(
() => sections.find((section) => section.id === activeSection.value) || sections[0]
)
function updateBrandPreviewFromState(state) {
updateCompanyProfilePreview({
name: normalizeValue(state.companyForm.displayName),
code: normalizeValue(state.companyForm.companyCode),
adminEmail: normalizeValue(state.adminForm.adminEmail)
})
}
function applyLoadedSnapshot(snapshot, options = {}) {
const {
mergeDraft = false,
preserveModelApiKeys = false,
preserveAdminPasswords = false,
preserveRenderSecret = false,
preserveMailPassword = false
} = options
const currentState = pageState.value
let nextState = mergeState(buildResolvedDefaults(), snapshot)
if (mergeDraft) {
nextState = mergeState(nextState, readStoredSettings())
}
if (preserveModelApiKeys) {
nextState.llmForm.mainApiKey = currentState.llmForm.mainApiKey
nextState.llmForm.backupApiKey = currentState.llmForm.backupApiKey
nextState.llmForm.embeddingApiKey = currentState.llmForm.embeddingApiKey
nextState.llmForm.rerankerApiKey = currentState.llmForm.rerankerApiKey
}
if (preserveAdminPasswords) {
nextState.adminForm.newPassword = currentState.adminForm.newPassword
nextState.adminForm.confirmPassword = currentState.adminForm.confirmPassword
}
if (preserveRenderSecret) {
nextState.renderForm.jwtSecret = currentState.renderForm.jwtSecret
}
if (preserveMailPassword) {
nextState.mailForm.password = currentState.mailForm.password
}
pageState.value = maskConfiguredRenderSecret(maskConfiguredModelSecrets(nextState))
persistSettings(pageState.value)
updateBrandPreviewFromState(pageState.value)
}
async function loadSettingsSnapshot() {
try {
const snapshot = await fetchSettings()
applyLoadedSnapshot(snapshot, { mergeDraft: true })
} catch (error) {
persistSettings(pageState.value)
updateBrandPreviewFromState(pageState.value)
toast(error.message || '无法加载已保存设置，继续使用当前会话草稿。')
}
}
function buildSettingsPayload() {
return {
companyForm: { ...pageState.value.companyForm },
adminForm: { ...pageState.value.adminForm },
sessionForm: { ...pageState.value.sessionForm },
llmForm: buildLlmPayload(pageState.value.llmForm),
renderForm: buildRenderPayload(pageState.value.renderForm),
logForm: { ...pageState.value.logForm },
mailForm: { ...pageState.value.mailForm }
}
}
async function persistRemoteSettings(successMessage, options = {}) {
try {
const snapshot = await saveSettings(buildSettingsPayload())
applyLoadedSnapshot(snapshot, options)
toast(successMessage)
return true
} catch (error) {
toast(error.message || '设置保存失败，请稍后重试。')
return false
}
}
function activateSection(sectionId) {
sessionRetentionPickerOpen.value = false
activeSection.value = sectionId
}
function toggleBoolean(formKey, field) {
pageState.value[formKey][field] = !pageState.value[formKey][field]
}
function toggleSessionRetentionPicker() {
sessionRetentionPickerOpen.value = !sessionRetentionPickerOpen.value
}
function closeSessionRetentionPicker() {
sessionRetentionPickerOpen.value = false
}
function selectSessionRetentionDays(value) {
pageState.value.sessionForm.conversationRetentionDays = Number(value)
closeSessionRetentionPicker()
}
function handleDocumentPointerDown(event) {
if (!sessionRetentionPickerOpen.value) {
return
}
const target = event.target
if (sessionRetentionPickerRef.value?.contains(target)) {
return
}
closeSessionRetentionPicker()
}
function applyProviderPreset(testKey) {
const config = MODEL_TEST_CONFIGS[testKey]
const llmForm = pageState.value.llmForm
const provider = normalizeProviderValue(llmForm[config.providerKey], CUSTOM_OPENAI_PROVIDER)
llmForm[config.providerKey] = provider
llmForm[config.endpointKey] =
slot === 'reranker' ? getRerankerEndpoint(provider) : getProviderEndpoint(provider)
}
function getModelTestState(testKey) {
return modelTestState.value[testKey] || { status: 'idle', message: '' }
}
function isModelTesting(testKey) {
return getModelTestState(testKey).status === 'testing'
}
function buildModelTestPayload(testKey) {
const config = MODEL_TEST_CONFIGS[testKey]
const llmForm = pageState.value.llmForm
const apiKey = llmForm[config.apiKeyKey]
return {
provider: llmForm[config.providerKey],
model: llmForm[config.modelKey],
endpoint: llmForm[config.endpointKey],
api_key: isModelSecretMask(apiKey) ? '' : apiKey,
capability: config.capability,
slot: testKey
}
}
function clearModelSecretMask(testKey) {
const config = MODEL_TEST_CONFIGS[testKey]
if (isModelSecretMask(pageState.value.llmForm[config.apiKeyKey])) {
pageState.value.llmForm[config.apiKeyKey] = ''
}
}
function clearRenderSecretMask() {
if (isRenderSecretMask(pageState.value.renderForm.jwtSecret)) {
pageState.value.renderForm.jwtSecret = ''
}
}
async function testModelConnection(testKey) {
const config = MODEL_TEST_CONFIGS[testKey]
const payload = buildModelTestPayload(testKey)
if (!isModelConfigReady(payload.provider, payload.model, payload.endpoint)) {
const message = `请先完整填写${config.label}的供应商、模型名称和接口地址。`
modelTestState.value[testKey] = { status: 'error', message }
toast(message)
return
}
modelTestState.value[testKey] = { status: 'testing', message: '正在测试模型连通性...' }
try {
const result = await testModelConnectivity(payload)
modelTestState.value[testKey] = {
status: result.ok ? 'success' : 'error',
message: result.detail || (result.ok ? '模型连接成功。' : '模型连接失败。')
}
toast(modelTestState.value[testKey].message)
} catch (error) {
const message = error.message || '模型测试请求失败，请确认 FastAPI 已启动。'
modelTestState.value[testKey] = { status: 'error', message }
toast(message)
}
}
async function saveProfileSection() {
const companyForm = pageState.value.companyForm
if (!normalizeValue(companyForm.companyName)) {
toast('请输入企业名称。')
return
}
if (!normalizeValue(companyForm.displayName)) {
toast('请输入系统显示名称。')
return
}
if (!normalizeValue(companyForm.copyright)) {
toast('请输入版权信息。')
return
}
pageState.value.mailForm.senderName = normalizeValue(companyForm.displayName)
await persistRemoteSettings('企业信息已保存并应用到当前系统。', {
preserveModelApiKeys: true,
preserveAdminPasswords: true,
preserveRenderSecret: true,
preserveMailPassword: true
})
}
async function saveAdminSection() {
const adminForm = pageState.value.adminForm
if (!normalizeValue(adminForm.adminAccount)) {
toast('请输入管理员账号。')
return
}
if (!normalizeValue(adminForm.adminEmail)) {
toast('请输入管理员邮箱。')
return
}
if (Number(adminForm.sessionTimeout) < 5) {
toast('会话超时时间不能少于 5 分钟。')
return
}
if (adminForm.newPassword) {
if (adminForm.newPassword.length < 5) {
toast('管理员密码至少需要 5 位。')
return
}
if (adminForm.newPassword !== adminForm.confirmPassword) {
toast('两次输入的管理员密码不一致。')
return
}
}
await persistRemoteSettings('管理员安全设置已保存。', {
preserveModelApiKeys: true,
preserveAdminPasswords: false,
preserveRenderSecret: true,
preserveMailPassword: true
})
}
async function saveSessionSection() {
const sessionForm = pageState.value.sessionForm
const retentionDays = Number(sessionForm.conversationRetentionDays)
if (retentionDays < 1 || retentionDays > 10) {
toast('会话保留天数必须在 1 到 10 天之间。')
return
}
await persistRemoteSettings('会话设置已保存。', {
preserveModelApiKeys: true,
preserveAdminPasswords: true,
preserveRenderSecret: true,
preserveMailPassword: true
})
}
async function saveLlmSection() {
const llmForm = pageState.value.llmForm
const modelConfigs = [
['主模型', llmForm.mainProvider, llmForm.mainModel, llmForm.mainEndpoint],
['备份模型', llmForm.backupProvider, llmForm.backupModel, llmForm.backupEndpoint],
['Embedding 模型', llmForm.embeddingProvider, llmForm.embeddingModel, llmForm.embeddingEndpoint],
['Reranker 模型', llmForm.rerankerProvider, llmForm.rerankerModel, llmForm.rerankerEndpoint]
]
for (const [label, provider, model, endpoint] of modelConfigs) {
if (!isModelConfigReady(provider, model, endpoint)) {
toast(`请完整填写${label}的供应商、模型名称和接口地址。`)
return
}
}
await persistRemoteSettings('模型配置已保存。', {
preserveModelApiKeys: true,
preserveAdminPasswords: true,
preserveRenderSecret: true,
preserveMailPassword: true
})
}
async function saveRenderingSection() {
const renderForm = pageState.value.renderForm
if (renderForm.enabled && !normalizeValue(renderForm.publicUrl)) {
toast('启用 ONLYOFFICE 时请输入服务地址。')
return
}
if (renderForm.enabled && !normalizeValue(renderForm.jwtSecret) && !renderForm.jwtSecretConfigured) {
toast('启用 ONLYOFFICE 时请输入 JWT 密钥。')
return
}
await persistRemoteSettings('文件渲染配置已保存。', {
preserveModelApiKeys: true,
preserveAdminPasswords: true,
preserveRenderSecret: false,
preserveMailPassword: true
})
}
async function saveLogsSection() {
const logForm = pageState.value.logForm
if (!normalizeValue(logForm.level) || Number(logForm.retentionDays) <= 0) {
toast('请填写有效的日志级别和留存天数。')
return
}
if (!normalizeValue(logForm.logPath)) {
toast('请输入日志路径。')
return
}
await persistRemoteSettings('日志策略已保存。', {
preserveModelApiKeys: true,
preserveAdminPasswords: true,
preserveRenderSecret: true,
preserveMailPassword: true
})
}
async function saveMailSection() {
const mailForm = pageState.value.mailForm
if (!normalizeValue(mailForm.smtpHost) || Number(mailForm.port) <= 0) {
toast('请填写有效的 SMTP Host 和端口。')
return
}
if (!normalizeValue(mailForm.senderAddress) || !normalizeValue(mailForm.username)) {
toast('请填写发件人邮箱和 SMTP 登录账号。')
return
}
await persistRemoteSettings('邮箱配置已保存。', {
preserveModelApiKeys: true,
preserveAdminPasswords: true,
preserveRenderSecret: true,
preserveMailPassword: false
})
}
async function saveActiveSection() {
if (activeSection.value === 'profile') {
await saveProfileSection()
return
}
if (activeSection.value === 'admin') {
await saveAdminSection()
return
}
if (activeSection.value === 'session') {
await saveSessionSection()
return
}
if (activeSection.value === 'llm') {
await saveLlmSection()
return
}
if (activeSection.value === 'logs') {
await saveLogsSection()
return
}
if (activeSection.value === 'rendering') {
await saveRenderingSection()
return
}
await saveMailSection()
}
onMounted(() => {
if (typeof document !== 'undefined') {
document.addEventListener('pointerdown', handleDocumentPointerDown)
}
loadSettingsSnapshot()
})
onBeforeUnmount(() => {
if (typeof document !== 'undefined') {
document.removeEventListener('pointerdown', handleDocumentPointerDown)
}
})
setup() {
const settings = useSettings()
return {
activeSection,
activeSectionConfig,
activateSection,
applyProviderPreset,
clearRenderSecretMask,
clearModelSecretMask,
completedSectionCount,
getModelTestState,
isModelTesting,
logLevels,
modelTestState,
pageState,
providerOptions,
sessionRetentionOptions,
sessionRetentionPickerOpen,
sessionRetentionPickerRef,
saveActiveSection,
sectionStatus,
sections,
selectSessionRetentionDays,
testModelConnection,
toggleSessionRetentionPicker,
closeSessionRetentionPicker,
toggleBoolean
...settings
}
}
}

148
web/src/views/scripts/TravelReimbursementCreateView.js
View File

@@ -93,8 +93,11 @@ import {
buildReviewStateLabel,
buildReviewStateTone,
buildReviewPlainFollowupCopy,
buildReviewNextStepRichCopy,
buildReviewRiskLevelCounts,
resolveReviewFooterActions,
resolveReviewSaveDraftAction,
resolveReviewNextStepAction,
buildReviewPrimaryButtonLabel,
buildReviewIntentText,
buildReviewSceneValue,
@@ -129,6 +132,7 @@ import {
buildOcrSummaryFromDocuments,
buildReviewFilePreviewsFromReviewPayload,
extractReviewAttachmentNames,
isTemporaryPreviewUrl,
mergeFilePreviews,
mergeFilesWithLimit,
mergeUploadAttachmentNames,
@@ -169,6 +173,11 @@ const REVIEW_RISK_LEVEL_META = {
icon: 'mdi mdi-alert-circle-outline',
suggestion: '提交前建议核对业务真实性、附件完整性和规则口径。'
},
info: {
label: '提示',
icon: 'mdi mdi-information-outline',
suggestion: '该项主要用于辅助判断，可结合当前单据情况简单核对。'
},
low: {
label: '低风险',
icon: 'mdi mdi-information-outline',
@@ -184,6 +193,9 @@ const REVIEW_DRAWER_MODE_FLOW = 'flow'
const REVIEW_PANEL_SCOPE_OVERVIEW = 'overview'
const REVIEW_PANEL_SCOPE_DOCUMENTS = 'documents'
const REVIEW_PANEL_SCOPE_RISK = 'risk'
const REVIEW_NEXT_STEP_HREF = '#review-next-step'
const REVIEW_RISK_PANEL_HREF_PREFIX = '#review-risk'
const REVIEW_QUICK_EDIT_HREF = '#review-quick-edit'
const FLOW_STEP_STATUS_PENDING = 'pending'
const FLOW_STEP_STATUS_RUNNING = 'running'
const FLOW_STEP_STATUS_COMPLETED = 'completed'
@@ -326,15 +338,6 @@ function buildReviewFactCards(reviewPayload, inlineState = createEmptyInlineRevi
modelKey: 'scene_label',
placeholder: '请选择场景'
},
{
key: 'customer_name',
label: '关联客户',
value: String(inlineState.customer_name || '').trim() || '待补充',
icon: 'mdi mdi-domain',
editor: 'text',
modelKey: 'customer_name',
placeholder: '请输入客户名称'
},
{
key: 'attachments',
label: '票据状态',
@@ -346,8 +349,20 @@ function buildReviewFactCards(reviewPayload, inlineState = createEmptyInlineRevi
}
]
if (shouldShowReviewFactCard(reviewPayload, 'customer_name', inlineState.customer_name)) {
cards.splice(cards.length - 1, 0, {
key: 'customer_name',
label: '关联客户',
value: String(inlineState.customer_name || '').trim() || '待补充',
icon: 'mdi mdi-domain',
editor: 'text',
modelKey: 'customer_name',
placeholder: '请输入客户名称'
})
}
if (shouldShowReviewFactCard(reviewPayload, 'location', inlineState.location)) {
cards.splice(4, 0, {
cards.splice(cards.length - 1, 0, {
key: 'location',
label: '业务地点',
value: String(inlineState.location || '').trim() || '待补充',
@@ -432,18 +447,19 @@ function buildReviewRiskConversationText(item, detailTarget = {}) {
const summary = String(item?.summary || '').trim()
const detail = String(item?.detail || '').trim()
const suggestion = String(item?.suggestion || '').trim()
const isInfo = String(item?.level || '').trim() === 'info'
const detailHref = String(detailTarget?.href || '').trim()
const detailLabel = String(detailTarget?.label || '').trim() || '进入该单据详情重新填写'
const lines = [`${title}`]
if (summary) {
lines.push('', `风险点：${summary}`)
lines.push('', `${isInfo ? '提示内容' : '风险点'}：${summary}`)
}
if (detail && detail !== summary) {
lines.push('', `规则依据：${detail}`)
}
if (suggestion) {
lines.push('', `修改建议：${suggestion}`)
lines.push('', `${isInfo ? '处理建议' : '修改建议'}：${suggestion}`)
}
if (detailHref) {
lines.push('', `[${detailLabel}](${detailHref})`)
@@ -539,6 +555,11 @@ export default {
getSessionRuntimeRefs: () => sessionRuntimeRefs
})
const deleteSessionDialogOpen = ref(false)
const nextStepConfirmDialog = ref({
open: false,
message: null,
action: null
})
const reviewActionBusy = ref(false)
const deleteSessionBusy = ref(false)
const reviewDrawerMode = ref(REVIEW_DRAWER_MODE_REVIEW)
@@ -839,6 +860,7 @@ export default {
extractReviewAttachmentNames,
mergeFilesWithLimit,
mergeFilePreviews,
isTemporaryPreviewUrl,
resolveAttachmentPreviewKind,
resolveDocumentPreview,
buildFilePreviews,
@@ -1418,9 +1440,10 @@ export default {
nextTick(scrollToBottom)
}
function resolveReviewRiskDetailTarget() {
function resolveReviewDetailTarget(message = null) {
const latestDraftMessage = [...messages.value].reverse().find((item) => item?.draftPayload)
const candidates = [
message?.draftPayload,
currentInsight.value.agent?.draftPayload,
latestReviewMessage.value?.draftPayload,
latestDraftMessage?.draftPayload,
@@ -1443,6 +1466,74 @@ export default {
}
}
function resolveReviewRiskDetailTarget() {
return resolveReviewDetailTarget()
}
function buildReviewNextStepRichCopyForMessage(message) {
const target = resolveReviewDetailTarget(message)
return buildReviewNextStepRichCopy(message?.reviewPayload, {
detailHref: target.href || ''
})
}
function buildMessageBubbleClass(message) {
if (message?.role !== 'assistant' || !resolveReviewNextStepAction(message?.reviewPayload)) {
return ''
}
const counts = buildReviewRiskLevelCounts(message.reviewPayload)
if (counts.high > 0) {
return 'message-bubble-review-risk-high'
}
if (counts.medium > 0) {
return 'message-bubble-review-risk-medium'
}
if (counts.low > 0) {
return 'message-bubble-review-risk-low'
}
return ''
}
function openReviewNextStepConfirm(message) {
const action = resolveReviewNextStepAction(message?.reviewPayload)
if (!action) {
return
}
nextStepConfirmDialog.value = {
open: true,
message,
action
}
}
function closeReviewNextStepConfirm() {
if (reviewActionBusy.value) {
return
}
nextStepConfirmDialog.value = {
open: false,
message: null,
action: null
}
}
async function confirmReviewNextStepSubmit() {
const message = nextStepConfirmDialog.value.message
const action = nextStepConfirmDialog.value.action
if (!message || !action || reviewActionBusy.value) {
return
}
try {
await handleReviewActionInternal(message, action)
} finally {
nextStepConfirmDialog.value = {
open: false,
message: null,
action: null
}
}
}
function isWorkbenchBusy() {
return submitting.value || reviewActionBusy.value || sessionSwitchBusy.value
}
@@ -1665,6 +1756,31 @@ export default {
}
const href = String(anchor.getAttribute('href') || '').trim()
if (href === REVIEW_NEXT_STEP_HREF) {
event.preventDefault()
openReviewNextStepConfirm(message)
return
}
if (href.startsWith(REVIEW_RISK_PANEL_HREF_PREFIX)) {
event.preventDefault()
if (reviewRiskDrawerAvailable.value) {
switchReviewDrawerMode(REVIEW_DRAWER_MODE_RISK)
} else {
toast('当前没有需要额外处理的风险信息。')
}
return
}
if (href === REVIEW_QUICK_EDIT_HREF) {
event.preventDefault()
if (reviewOverviewDrawerAvailable.value) {
switchReviewDrawerMode(REVIEW_DRAWER_MODE_REVIEW)
toast('已打开右侧核对信息，可以直接修改当前单据。')
}
return
}
if (href.startsWith('/app/')) {
event.preventDefault()
router.push(href)
@@ -1738,12 +1854,12 @@ export default {
reviewDrawerTitle, reviewOverviewDrawerAvailable, reviewDocumentDrawerAvailable, reviewRiskDrawerAvailable, reviewFlowDrawerAvailable, reviewDocumentDrawerLabel, reviewDocumentDrawerIcon, reviewRiskDrawerLabel, reviewRiskDrawerIcon, reviewFlowDrawerLabel, reviewFlowDrawerIcon, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, canPreviewActiveReviewDocument,
reviewIntentText, reviewFactCards, reviewCategoryOptions, reviewOtherCategoryOptions, reviewSelectedOtherCategory, reviewInlineDirty, reviewInlineForm, reviewInlineEditorKey, reviewInlineErrors, reviewOtherCategoryOpen, reviewInlinePendingFiles, DATE_INPUT_FORMAT, REVIEW_SCENE_OTHER_OPTION, REVIEW_SCENE_OPTIONS, REVIEW_OTHER_CATEGORY_OPTIONS,
workbenchVisible, reviewPanelConfidence, reviewRiskSummary, reviewRiskItems, reviewRiskEmpty, recognizedNarratives, reviewRecognitionNotes, reviewDocumentSummaries, reviewDocumentCount, reviewDocumentDirty, reviewHasUnsavedChanges,
travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, buildReviewPlainFollowupForMessage, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel, buildReviewMainMessageText,
travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, nextStepConfirmDialog, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, buildReviewPlainFollowupForMessage, buildReviewNextStepRichCopyForMessage, buildMessageBubbleClass, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel, buildReviewMainMessageText,
renderMarkdown, buildExpenseQueryWindowLabel, buildExpenseQueryHint, getExpenseQueryActivePage, getExpenseQueryTotalPages, getExpenseQueryVisibleRecords, resolveDocumentPreview, triggerFileUpload, applyComposerDateSelection, handleFilesChange, handleComposerInput, handleComposerEnter, runShortcut, runWelcomeQuickAction: runShortcut, handleSuggestedAction, isSuggestedActionSelected, askHotKnowledgeQuestion, resolveKnowledgeRankLabel, resolveKnowledgeRankTone,
refreshFlowRunDetail, formatFlowStepDuration, resolveFlowStepStatusLabel, resolveFlowStepDetail, toggleInsightPanel, openTravelCalculator, toggleTravelCalculator, closeTravelCalculator, submitTravelCalculator, switchToReviewOverviewDrawer, toggleReviewDocumentDrawer, toggleReviewRiskDrawer, toggleReviewFlowDrawer, toggleAttachedFilesExpanded, removeAttachedFile, clearAttachedFiles,
requestCloseWorkbench, emitCloseAfterLeave, handleAssistantModalAfterEnter, openExpenseQueryRecord, handleExpenseQueryRecordClick, setExpenseQueryPage, shiftExpenseQueryPage, openDeleteSessionDialog, closeDeleteSessionDialog, confirmDeleteCurrentSession, openInlineReviewEditor, closeInlineReviewEditor, commitInlineReviewEditor, clearInlineReviewFieldError, selectInlineScene, selectReviewCategory, selectReviewOtherCategory,
queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, closeReviewNextStepConfirm, confirmReviewNextStepSubmit, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
}
}
}

5
web/src/views/scripts/TravelRequestDetailView.js
View File

@@ -68,13 +68,12 @@ const EXPENSE_TYPE_OPTIONS = [
{ value: 'flight_ticket', label: '机票' },
{ value: 'hotel_ticket', label: '住宿票' },
{ value: 'ride_ticket', label: '乘车' },
{ value: 'entertainment', label: '业务招待费' },
{ value: 'office', label: '办公费' },
{ value: 'office', label: '办公用品费' },
{ value: 'meeting', label: '会务费' },
{ value: 'training', label: '培训费' },
{ value: 'hotel', label: '住宿费' },
{ value: 'transport', label: '交通费' },
{ value: 'meal', label: '餐费' },
{ value: 'meal', label: '业务招待费' },
{ value: 'travel_allowance', label: '出差补贴' },
{ value: 'other', label: '其他费用' }
]

53
web/src/views/scripts/travelReimbursementAttachmentModel.js
View File

@@ -39,6 +39,26 @@ export const MAX_OCR_DOCUMENTS = 10
export const VISIBLE_ATTACHMENT_CHIPS = 2
export const ATTACHMENT_ASSOCIATION_CONFIRM_HREF = '#confirm-attachment-association'
export function buildUnsavedDraftAttachmentConfirmationMessage({ fileNames = [] } = {}) {
const names = (Array.isArray(fileNames) ? fileNames : [])
.map((item) => String(item || '').trim())
.filter(Boolean)
const attachmentLine = names.length
? `本次待归集附件：${names.length} 份（${names.join('、')}）`
: '本次待归集附件：待识别'
return [
'当前这笔报销信息还没有保存为草稿。',
'',
'如果继续上传票据，我需要先把当前已识别的信息保存成一张草稿单据，再识别并归集本次附件。',
'',
attachmentLine,
'',
'',
`如果 **[确定](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})**，我会先保存这笔未保存单据，再把此次上传的附件归集到该单据。`
].join('\n').trim()
}
export function normalizeOcrDocuments(payload) {
const documents = Array.isArray(payload?.documents) ? payload.documents : []
return documents.slice(0, MAX_OCR_DOCUMENTS).map((item) => ({
@@ -333,6 +353,10 @@ export function resolveDocumentPreview(filePreviews, filename) {
)
}
export function isTemporaryPreviewUrl(url) {
return String(url || '').trim().toLowerCase().startsWith('blob:')
}
export function buildFileIdentity(file) {
return [file?.name, file?.size, file?.lastModified, file?.type].join('__')
}
@@ -374,18 +398,39 @@ export function mergeFilesWithLimit(existingFiles, incomingFiles, limit = MAX_AT
export function mergeFilePreviews(existingPreviews, incomingPreviews) {
const result = []
const seen = new Set()
const indexByKey = new Map()
for (const preview of [...(existingPreviews || []), ...(incomingPreviews || [])]) {
const key = [preview?.filename, preview?.kind].join('__')
if (!preview?.filename || seen.has(key)) continue
seen.add(key)
result.push(preview)
if (!preview?.filename) continue
const existingIndex = indexByKey.get(key)
if (existingIndex === undefined) {
indexByKey.set(key, result.length)
result.push(preview)
continue
}
const existingPreview = result[existingIndex]
const nextUrl = String(preview?.url || '').trim()
const existingUrl = String(existingPreview?.url || '').trim()
if (nextUrl && (!existingUrl || isTemporaryPreviewUrl(existingUrl) || nextUrl !== existingUrl)) {
result[existingIndex] = preview
}
}
return result
}
export function filterPersistableFilePreviews(filePreviews) {
return (Array.isArray(filePreviews) ? filePreviews : [])
.filter((preview) => {
const filename = String(preview?.filename || '').trim()
const url = String(preview?.url || '').trim()
return filename && !isTemporaryPreviewUrl(url)
})
}
function inferPreviewKindFromUrl(url) {
const normalized = String(url || '').trim().toLowerCase()
if (!normalized) return ''

6
web/src/views/scripts/travelReimbursementConversationModel.js
View File

@@ -65,6 +65,12 @@ export const FLOW_STEP_FALLBACKS = {
runningText: '正在把已确认信息保存为草稿...',
completedText: '草稿已保存'
},
'attachment-association': {
title: '票据关联草稿',
tool: 'database.expense_claims.save_or_submit',
runningText: '正在把本次票据关联到已保存草稿...',
completedText: '票据已归集到草稿'
},
'expense-scene-selection': {
title: '报销场景确认',
tool: 'UserConfirmation',

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

@@ -20,7 +20,7 @@ const EXPENSE_RISK_LEVEL_LABELS = {
medium: '中风险',
warning: '中风险',
low: '低风险',
info: '低风险'
info: '提示'
}
export function normalizeExpenseQueryRiskItem(item, index = 0) {

13
web/src/views/scripts/travelReimbursementReviewConstants.js
View File

@@ -4,6 +4,7 @@ export const DOCUMENT_TYPE_LABELS = {
travel_ticket: '行程单/机票/车票',
flight_itinerary: '机票/航班行程单',
train_ticket: '火车/高铁票',
ship_ticket: '轮船票',
hotel_invoice: '酒店住宿票据',
taxi_receipt: '出租车/网约车票据',
parking_toll_receipt: '停车/通行费票据',
@@ -21,10 +22,10 @@ export const EXPENSE_TYPE_LABELS = {
travel: '差旅费',
hotel: '住宿费',
transport: '交通费',
meal: '伙食费',
meal: '业务招待费',
meeting: '会务费',
entertainment: '业务招待费',
office: '办公费',
office: '办公用品费',
training: '培训费',
communication: '通讯费',
welfare: '福利费',
@@ -95,7 +96,6 @@ export const REVIEW_FALLBACK_GROUP_CODES = [
'hotel',
'meal',
'meeting',
'entertainment',
'office',
'training',
'communication',
@@ -106,14 +106,13 @@ export const REVIEW_CATEGORY_PRESET_OPTIONS = [
{ key: 'travel', label: '差旅费' },
{ key: 'transport', label: '交通费' },
{ key: 'hotel', label: '住宿费' },
{ key: 'meal', label: '餐费' },
{ key: 'entertainment', label: '业务招待费' },
{ key: 'meal', label: '业务招待费' },
{ key: 'office', label: '办公用品费' },
{ key: 'other_trigger', label: '其他类型', is_other: true }
]
export const REVIEW_OTHER_CATEGORY_OPTIONS = [
{ key: 'meeting', label: '会务费' },
{ key: 'office', label: '办公费' },
{ key: 'training', label: '培训费' },
{ key: 'communication', label: '通讯费' },
{ key: 'welfare', label: '福利费' },
@@ -139,7 +138,7 @@ export const CATEGORY_CONFIDENCE_KEYWORDS = {
travel: [/出差|差旅|行程|机票|火车|高铁|航班/],
hotel: [/住宿|酒店|宾馆|民宿/],
transport: [TRANSPORT_KEYWORD_PATTERN],
meal: [/餐费|用餐|午餐|晚餐|早餐|伙食|餐饮/],
meal: [/业务招待|招待|宴请|请客|请客户|客户.*吃饭|商务用餐|陪同|餐费|用餐|午餐|晚餐|早餐|伙食|餐饮/],
meeting: [/会务|会议|论坛|展会|参会|会场/],
entertainment: [/招待|宴请|请客|请客户|客户.*吃饭|商务用餐|陪同/],
office: [/办公|工位|耗材|白板|键盘|鼠标|打印|文具|采购/],

58
web/src/views/scripts/travelReimbursementReviewModel.js
View File

@@ -156,7 +156,7 @@ export function isTravelReviewPayload(reviewPayload, inlineState = createEmptyIn
buildReviewSlotMap(reviewPayload).expense_type?.value ||
''
)
if (['travel', 'hotel', 'transport'].includes(expenseType)) {
if (['travel', 'hotel'].includes(expenseType)) {
return true
}
@@ -164,8 +164,8 @@ export function isTravelReviewPayload(reviewPayload, inlineState = createEmptyIn
const documentType = String(item?.document_type || '').trim().toLowerCase()
const suggestedType = resolveExpenseTypeCode(item?.suggested_expense_type || item?.scene_label || '')
return (
['flight_itinerary', 'train_ticket', 'hotel_invoice', 'taxi_receipt', 'transport_receipt'].includes(documentType) ||
['travel', 'hotel', 'transport'].includes(suggestedType)
['flight_itinerary', 'train_ticket', 'hotel_invoice'].includes(documentType) ||
['travel', 'hotel'].includes(suggestedType)
)
})
}
@@ -735,6 +735,7 @@ export function buildLocallySyncedReviewPayload(reviewPayload, inlineState = cre
can_proceed: canProceed,
missing_slots: allMissingSlots,
slot_cards: nextSlotCards,
edit_fields: mergeInlineReviewFields(reviewPayload.edit_fields || [], inlineState),
confirmation_actions: buildLocallySyncedReviewActions(reviewPayload, canProceed)
}
}
@@ -1359,12 +1360,58 @@ export function resolveReviewSaveDraftAction(reviewPayload) {
export function resolveReviewFooterActions(reviewPayload) {
return (Array.isArray(reviewPayload?.confirmation_actions) ? reviewPayload.confirmation_actions : []).filter((item) => {
const actionType = String(item?.action_type || '').trim()
return ['next_step', 'link_to_existing_draft', 'create_new_claim_from_documents'].includes(actionType)
return ['link_to_existing_draft', 'create_new_claim_from_documents'].includes(actionType)
})
}
export function buildReviewRiskLevelCounts(reviewPayload) {
return (Array.isArray(reviewPayload?.risk_briefs) ? reviewPayload.risk_briefs : []).reduce(
(counts, item) => {
const level = normalizeReviewRiskLevel(item?.level)
if (level === 'high' || level === 'medium' || level === 'low') {
counts[level] += 1
}
return counts
},
{ low: 0, medium: 0, high: 0 }
)
}
export function resolveReviewNextStepAction(reviewPayload) {
return (
(Array.isArray(reviewPayload?.confirmation_actions) ? reviewPayload.confirmation_actions : []).find(
(item) => String(item?.action_type || '').trim() === 'next_step'
) || null
)
}
export function buildReviewNextStepRichCopy(reviewPayload, { detailHref = '' } = {}) {
const nextStepAction = resolveReviewNextStepAction(reviewPayload)
if (!nextStepAction) {
return ''
}
const counts = buildReviewRiskLevelCounts(reviewPayload)
const riskSummary = `现存在 ${counts.low} 条低风险，${counts.medium} 条中风险，${counts.high} 条高风险，具体情况请看 [右侧](#review-risk-panel) 风险信息提示窗。`
const lines = [`系统识别您的单据已经填写完所有已知信息，${riskSummary}`]
if (reviewPayload?.can_proceed && counts.medium === 0 && counts.high === 0) {
const editHref = String(detailHref || '').trim() || '#review-quick-edit'
lines.push(
`系统确认您可以 [继续下一步](#review-next-step) 进行单据的提交，如果您确认信息无误，请点击富文本按钮；如果你还需要继续修改信息，请点击 [快速修改单据信息](${editHref})。`
)
}
return lines.join('\n\n')
}
export function buildReviewPrimaryButtonLabel(reviewPayload, draftPayload) {
const action = resolveReviewPrimaryAction(reviewPayload)
if (!action) return '确认'
@@ -1444,7 +1491,8 @@ export function normalizeReviewRiskLevel(level) {
const normalized = String(level || '').trim().toLowerCase()
if (normalized === 'danger' || normalized === 'error' || normalized === 'critical') return 'high'
if (normalized === 'warn' || normalized === 'warning' || normalized === 'medium') return 'medium'
if (normalized === 'info' || normalized === 'notice' || normalized === 'low') return 'low'
if (normalized === 'info' || normalized === 'notice') return 'info'
if (normalized === 'low') return 'low'
if (normalized === 'high') return normalized
return 'low'
}

14
web/src/views/scripts/travelRequestDetailExpenseModel.js
View File

@@ -6,17 +6,20 @@ export const EXPENSE_TYPE_OPTIONS = [
{ value: 'ferry_ticket', label: '轮船票' },
{ value: 'hotel_ticket', label: '住宿票' },
{ value: 'ride_ticket', label: '乘车' },
{ value: 'entertainment', label: '业务招待费' },
{ value: 'office', label: '办公费' },
{ value: 'office', label: '办公用品费' },
{ value: 'meeting', label: '会务费' },
{ value: 'training', label: '培训费' },
{ value: 'hotel', label: '住宿费' },
{ value: 'transport', label: '交通费' },
{ value: 'meal', label: '餐费' },
{ value: 'meal', label: '业务招待费' },
{ value: 'travel_allowance', label: '出差补贴' },
{ value: 'other', label: '其他费用' }
]
const LEGACY_EXPENSE_TYPE_LABELS = {
entertainment: '业务招待费'
}
export const LOCATION_REQUIRED_EXPENSE_TYPES = new Set([
'travel',
'meeting',
@@ -47,7 +50,10 @@ export function normalizeExpenseType(value) {
}
export function resolveExpenseTypeLabel(value) {
return EXPENSE_TYPE_OPTIONS.find((option) => option.value === normalizeExpenseType(value))?.label || '其他费用'
const normalized = normalizeExpenseType(value)
return EXPENSE_TYPE_OPTIONS.find((option) => option.value === normalized)?.label
|| LEGACY_EXPENSE_TYPE_LABELS[normalized]
|| '其他费用'
}
export function isSystemGeneratedExpenseItemSource(source) {

1
web/src/views/scripts/travelRequestDetailInsights.js
View File

@@ -7,6 +7,7 @@ import {
const DOCUMENT_TYPE_LABELS = {
flight_itinerary: '机票/航班行程单',
train_ticket: '火车/高铁票',
ship_ticket: '轮船票',
hotel_invoice: '酒店住宿票据',
taxi_receipt: '出租车/网约车票据',
parking_toll_receipt: '停车/通行费票据',

8
web/src/views/scripts/useTravelReimbursementAttachments.js
View File

@@ -33,6 +33,7 @@ export function useTravelReimbursementAttachments({
extractReviewAttachmentNames,
mergeFilesWithLimit,
mergeFilePreviews,
isTemporaryPreviewUrl,
resolveAttachmentPreviewKind,
resolveDocumentPreview,
buildFilePreviews,
@@ -117,7 +118,12 @@ export function useTravelReimbursementAttachments({
}
const filename = String(metadata?.file_name || '').trim()
if (!metadata?.previewable || !filename || resolveDocumentPreview(reviewFilePreviews.value, filename)) {
const existingPreview = resolveDocumentPreview(reviewFilePreviews.value, filename)
if (
!metadata?.previewable ||
!filename ||
(existingPreview?.url && !isTemporaryPreviewUrl(existingPreview.url))
) {
continue
}

5
web/src/views/scripts/useTravelReimbursementFlow.js
View File

@@ -236,6 +236,7 @@ export function useTravelReimbursementFlow({
const startedAt = Number.isFinite(explicitStartedAt) && explicitStartedAt > 0
? explicitStartedAt
: Date.now()
flowFinishedAt.value = 0
upsertFlowStep(key, {
...normalizedPatch,
status: FLOW_STEP_STATUS_RUNNING,
@@ -446,7 +447,7 @@ export function useTravelReimbursementFlow({
detail: '正在把已确认信息保存为草稿...'
},
link_to_existing_draft: {
key: 'expense-claim-draft',
key: 'attachment-association',
title: '票据关联草稿',
tool: 'database.expense_claims.save_or_submit',
detail: '正在把本次票据关联到现有草稿...'
@@ -504,7 +505,7 @@ export function useTravelReimbursementFlow({
return { key: 'pre-submit-review', title: 'AI预审与风险识别', tool: 'ExpenseClaimService.submit_claim' }
}
if (responseMessage.includes('关联')) {
return { key: 'expense-claim-draft', title: '票据关联草稿', tool: toolCall?.tool_name || 'ExpenseClaimService' }
return { key: 'attachment-association', title: '票据关联草稿', tool: toolCall?.tool_name || 'ExpenseClaimService' }
}
if (responseMessage.includes('新建')) {
return { key: 'expense-claim-draft', title: '新建报销草稿', tool: toolCall?.tool_name || 'ExpenseClaimService' }

10
web/src/views/scripts/useTravelReimbursementReviewDrawer.js
View File

@@ -59,7 +59,8 @@ export function useTravelReimbursementReviewDrawer({
open: false,
filename: '',
kind: 'file',
url: ''
url: '',
renderKey: ''
})
const activeReviewFilePreviews = computed(() => reviewFilePreviews.value)
@@ -364,7 +365,12 @@ export function useTravelReimbursementReviewDrawer({
open: true,
filename: activeReviewDocument.value.filename,
kind: activeReviewDocumentPreview.value.kind,
url: activeReviewDocumentPreview.value.url
url: activeReviewDocumentPreview.value.url,
renderKey: [
activeReviewDocument.value.filename,
activeReviewDocumentPreview.value.kind,
Date.now()
].join('__')
}
}

9
web/src/views/scripts/useTravelReimbursementSessionState.js
View File

@@ -6,7 +6,10 @@ import {
readAssistantSessionSnapshot,
writeAssistantSessionSnapshot
} from '../../utils/assistantSessionSnapshot.js'
import { buildReviewFilePreviewsFromMessages } from './travelReimbursementAttachmentModel.js'
import {
buildReviewFilePreviewsFromMessages,
filterPersistableFilePreviews
} from './travelReimbursementAttachmentModel.js'
import {
SESSION_TYPE_EXPENSE,
SESSION_TYPE_KNOWLEDGE,
@@ -106,7 +109,7 @@ export function useTravelReimbursementSessionState({
currentInsight:
state.currentInsight
|| buildWelcomeInsight(props.entrySource, linkedRequest.value, sessionType, currentUser.value),
reviewFilePreviews: Array.isArray(state.reviewFilePreviews) ? state.reviewFilePreviews : [],
reviewFilePreviews: filterPersistableFilePreviews(state.reviewFilePreviews),
composerDraft: String(state.composerDraft || ''),
attachedFiles: [],
composerFilesExpanded: false,
@@ -164,7 +167,7 @@ export function useTravelReimbursementSessionState({
conversationId: String(state.conversationId || '').trim(),
draftClaimId: String(state.draftClaimId || '').trim(),
currentInsight: state.currentInsight || null,
reviewFilePreviews: Array.isArray(state.reviewFilePreviews) ? state.reviewFilePreviews : [],
reviewFilePreviews: filterPersistableFilePreviews(state.reviewFilePreviews),
composerDraft: String(state.composerDraft || ''),
composerUploadIntent: String(state.composerUploadIntent || '').trim(),
insightPanelCollapsed: Boolean(state.insightPanelCollapsed)

107
web/src/views/scripts/useTravelReimbursementSubmitComposer.js
View File

@@ -1,6 +1,7 @@
import {
ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
buildAttachmentAssociationConfirmationMessage
buildAttachmentAssociationConfirmationMessage,
buildUnsavedDraftAttachmentConfirmationMessage
} from './travelReimbursementAttachmentModel.js'
export function useTravelReimbursementSubmitComposer(ctx) {
@@ -103,10 +104,9 @@ export function useTravelReimbursementSubmitComposer(ctx) {
}
function buildConfirmedAssociationText(message) {
return String(message?.text || '').replace(
`[确认](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})`,
'已确认'
)
return String(message?.text || '')
.replace(`[确认](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})`, '已确认')
.replace(`[确定](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})`, '已确定')
}
function resolveReviewPanelScope({
@@ -159,6 +159,55 @@ export function useTravelReimbursementSubmitComposer(ctx) {
message.meta = ['已确认归集']
persistSessionState()
if (pending.mode === 'save_then_associate') {
const inheritedReviewContext = buildReviewFormContextFromPayload(
activeReviewPayload.value,
reviewInlineForm.value
)
const savePayload = await submitComposer({
rawText: '请先把当前已识别的报销信息保存为草稿，随后继续归集本次上传的附件。',
userText: '',
files: [],
skipUserMessage: true,
pendingText: '正在先保存未保存单据...',
systemGenerated: true,
extraContext: {
...runtime.extraContext,
...inheritedReviewContext,
review_action: 'save_draft'
}
})
const savedClaimId = String(savePayload?.result?.draft_payload?.claim_id || draftClaimId.value || '').trim()
const savedClaimNo = String(savePayload?.result?.draft_payload?.claim_no || '').trim()
if (!savedClaimId) {
toast('当前单据还没有保存成功，请稍后重试。')
return savePayload
}
return submitComposer({
rawText: `确认将本次上传的 ${runtime.fileNames.length} 份票据归集到草稿 ${savedClaimNo || '当前草稿'}`,
userText: `保存草稿并归集 ${runtime.fileNames.length} 份票据`,
files: runtime.files,
uploadDisposition: 'continue_existing',
skipDraftAssociationPrompt: true,
skipUserMessage: true,
appendToCurrentFlow: true,
systemGenerated: true,
pendingText: savedClaimNo
? `草稿 ${savedClaimNo} 已保存，正在识别并归集附件...`
: '草稿已保存，正在识别并归集附件...',
associationConfirmed: true,
extraContext: {
...runtime.extraContext,
review_action: 'link_to_existing_draft',
draft_claim_id: savedClaimId,
selected_claim_id: savedClaimId,
selected_claim_no: savedClaimNo,
attachment_association_confirmed: true
}
})
}
return submitComposer({
rawText: `确认将本次上传的 ${runtime.fileNames.length} 份票据归集到草稿 ${runtime.claimNo || '当前草稿'}`,
userText: `确认归集到草稿 ${runtime.claimNo || '当前草稿'}`,
@@ -231,6 +280,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
const rawText = resolveComposerSubmitText(options.rawText).trim()
const systemGenerated = Boolean(options.systemGenerated)
const appendToCurrentFlow = Boolean(options.appendToCurrentFlow)
const normalizedFiles = isKnowledgeSession.value ? [] : Array.from(options.files ?? attachedFiles.value)
const fileMergeResult = mergeFilesWithLimit([], normalizedFiles, MAX_ATTACHMENTS)
const files = fileMergeResult.files
@@ -308,6 +358,47 @@ export function useTravelReimbursementSubmitComposer(ctx) {
? `新上传 ${fileNames.length} 份票据，请单独建立报销单。`
: `我上传了 ${fileNames.length} 份票据，请帮我识别并整理报销建议。`)
const hasUnsavedReviewDraft = Boolean(
!isKnowledgeSession.value &&
files.length &&
activeReviewPayload.value &&
!String(draftClaimId.value || '').trim() &&
!detailScopedClaimId &&
!resolvedUploadDisposition &&
!options.skipDraftAssociationPrompt &&
!reviewAction
)
if (hasUnsavedReviewDraft) {
const associationId = createPendingAttachmentAssociationId()
pendingAttachmentAssociations.set(associationId, {
files,
fileNames,
filePreviews: buildComposerFilePreviews(files),
extraContext
})
resetFlowRun()
if (!options.skipUserMessage) {
messages.value.push(createMessage('user', userText, fileNames))
}
messages.value.push(createMessage(
'assistant',
buildUnsavedDraftAttachmentConfirmationMessage({ fileNames }),
[],
{
meta: ['等待确认保存并归集'],
pendingAttachmentAssociation: {
id: associationId,
mode: 'save_then_associate',
status: 'pending',
fileNames
}
}
))
nextTick(scrollToBottom)
persistSessionState()
return null
}
if (
!isKnowledgeSession.value &&
files.length &&
@@ -363,7 +454,11 @@ export function useTravelReimbursementSubmitComposer(ctx) {
}
}
resetFlowRun()
if (!appendToCurrentFlow) {
resetFlowRun()
} else {
clearFlowSimulationTimers()
}
if (rawText && !reviewAction) {
startFlowStep('intent', '正在识别业务意图...')
if (waitForExpenseIntentConfirmation) {