feat: 新增风险图谱算法与系统仪表盘及操作反馈体系

后端新增风险图谱算法模块、风险观察与反馈服务、规则 DSL 校验器和可解释性引擎，完善系统仪表盘和财务仪表盘统计，优化 agent 运行和编排执行链路，清理旧开发文档，前端新增系统趋势、负载热力图等多种仪表盘图表组件，完善操作反馈对话框和工作台日期选择器，优化报销创建和审批详情交互，补充单元测试覆盖。
2026-05-30 15:46:51 +08:00
parent 4c59941ec6
commit 7989f3a159
314 changed files with 30073 additions and 20626 deletions
--- a/web/src/utils/assistantMessageMeta.js
+++ b/web/src/utils/assistantMessageMeta.js
@@ -0,0 +1,21 @@
+const INTERNAL_MESSAGE_META_PATTERNS = [
+  /^Agent\s*[:：]/i,
+  /^权限\s*[:：]/,
+  /^Run\s*[:：]/i,
+  /^工具\s*[:：]/,
+  /^能力\s*[:：]/,
+  /^Capability\s*[:：]/i,
+  /(?:^|[_\s-])user[_\s-]?agent(?:$|[_\s-])/i,
+  /\bdraft[_\s-]?write\b/i
+]
+
+export function isInternalMessageMeta(item) {
+  const normalized = String(item || '').trim()
+  return !normalized || INTERNAL_MESSAGE_META_PATTERNS.some((pattern) => pattern.test(normalized))
+}
+
+export function filterVisibleMessageMeta(meta = []) {
+  return (Array.isArray(meta) ? meta : [])
+    .map((item) => String(item || '').trim())
+    .filter((item) => item && !isInternalMessageMeta(item))
+}
--- a/web/src/utils/assistantSessionScope.js
+++ b/web/src/utils/assistantSessionScope.js
@@ -31,7 +31,17 @@ const SESSION_SCOPE_CONFIG = {
 const SESSION_SCOPE_TYPES = Object.keys(SESSION_SCOPE_CONFIG)

 const APPLICATION_PATTERN =
-  /费用申请|发起申请|申请单|事前申请|事前审批|前置审批|出差申请|采购申请|用款申请|预算申请|申请材料|材料清单|先申请|立项申请/
+  /费用申请|发起申请|申请单|事前申请|事前审批|前置审批|出差申请|申请出差|差旅申请|申请差旅|采购申请|用款申请|预算申请|申请材料|材料清单|先申请|立项申请/
+const APPLICATION_PLANNING_PATTERN =
+  /计划|安排|准备|需要|打算|预计|申请|发起|提交|提出|先走|先办|要去|将要|下周|下月|明天|后天|近期|月底|去|到|赴|前往|参加/
+const APPLICATION_BUSINESS_PATTERN =
+  /出差|差旅|客户现场|现场|客户|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|会务|驻场|上线|验收|采购|购置|用款|立项/
+const APPLICATION_FUTURE_OR_DURATION_PATTERN =
+  /明天|后天|下周|下月|近期|月底|预计|计划|安排|准备|将要|[0-9]+天|[一二两三四五六七八九十]+天/
+const APPLICATION_ROUTE_PATTERN =
+  /(?:去|到|赴|前往)[^，,。；;！？?!\n]{0,24}(?:出差|差旅|客户|现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收)|(?:出差|差旅)[^，,。；;！？?!\n]{0,24}(?:[0-9]+天|[一二两三四五六七八九十]+天|客户|现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收)/
+const COMPLETED_EXPENSE_PATTERN =
+  /已经|已|昨天|前天|上周|上月|去年|花了|花销|消费|垫付|支付|付了|买了|采购了|招待了|发生了/
 const EXPENSE_PATTERN =
  /报销|报销单|票据|发票|火车票|高铁票|机票|飞机票|的士票|出租车|网约车|酒店票|住宿票|住宿单据|保存草稿|草稿|费用明细|归集|上传.*票|关联单据|继续下一步/
 const APPROVAL_PATTERN =
@@ -52,6 +62,34 @@ function normalizeText(rawText) {
    .toLowerCase()
 }

+export function hasReimbursementIntentSignal(rawText) {
+  return EXPENSE_PATTERN.test(normalizeText(rawText))
+}
+
+export function hasExpenseApplicationIntentSignal(rawText) {
+  const text = normalizeText(rawText)
+  if (!text) {
+    return false
+  }
+
+  if (APPLICATION_PATTERN.test(text)) {
+    return true
+  }
+  if (hasReimbursementIntentSignal(text) || COMPLETED_EXPENSE_PATTERN.test(text)) {
+    return false
+  }
+  if (KNOWLEDGE_PATTERN.test(text) && !EXPENSE_OPERATION_PATTERN.test(text)) {
+    return false
+  }
+
+  const hasBusinessSignal = APPLICATION_BUSINESS_PATTERN.test(text)
+  const planningScore = APPLICATION_PLANNING_PATTERN.test(text) ? 1 : 0
+  const timingScore = APPLICATION_FUTURE_OR_DURATION_PATTERN.test(text) ? 1 : 0
+  const routeScore = APPLICATION_ROUTE_PATTERN.test(text) ? 2 : 0
+
+  return hasBusinessSignal && planningScore + timingScore + routeScore >= 2
+}
+
 function resolveScopeConfig(sessionType) {
  return SESSION_SCOPE_CONFIG[normalizeSessionType(sessionType)] || SESSION_SCOPE_CONFIG[ASSISTANT_SCOPE_SESSION_EXPENSE]
 }
@@ -62,7 +100,7 @@ export function inferAssistantScopeTarget(rawText, options = {}) {
    return ''
  }

-  const applicationMatched = APPLICATION_PATTERN.test(text)
+  const applicationMatched = hasExpenseApplicationIntentSignal(text)
  const expenseMatched = EXPENSE_PATTERN.test(text)
  const approvalMatched = APPROVAL_PATTERN.test(text)
  const knowledgeMatched = KNOWLEDGE_PATTERN.test(text)
--- a/web/src/utils/authSessionMetrics.js
+++ b/web/src/utils/authSessionMetrics.js
@@ -0,0 +1,90 @@
+import {
+  finishSession,
+  finishSessionOnUnload
+} from '../services/auth.js'
+
+const AUTH_SESSION_ID_KEY = 'x-financial-auth-session-id'
+const AUTH_LAST_ACTIVITY_KEY = 'x-financial-auth-last-activity'
+const AUTH_ACTIVITY_COUNT_KEY = 'x-financial-auth-activity-count'
+
+function readStoredSessionId() {
+  if (typeof window === 'undefined') {
+    return ''
+  }
+
+  return String(window.sessionStorage.getItem(AUTH_SESSION_ID_KEY) || '').trim()
+}
+
+function readLastActivityAt() {
+  if (typeof window === 'undefined') {
+    return 0
+  }
+
+  return Number(window.sessionStorage.getItem(AUTH_LAST_ACTIVITY_KEY) || 0)
+}
+
+function readActivityEventCount() {
+  if (typeof window === 'undefined') {
+    return 0
+  }
+
+  const value = Number(window.sessionStorage.getItem(AUTH_ACTIVITY_COUNT_KEY) || 0)
+  return Number.isFinite(value) && value > 0 ? Math.round(value) : 0
+}
+
+function buildSessionFinishPayload(reason) {
+  const lastActivityAt = readLastActivityAt()
+  const pagePath = typeof window === 'undefined'
+    ? ''
+    : `${window.location.pathname}${window.location.search}`
+
+  return {
+    reason,
+    lastActivityAt: lastActivityAt ? new Date(lastActivityAt).toISOString() : null,
+    activityEventCount: readActivityEventCount(),
+    pagePath
+  }
+}
+
+export function persistAuthSessionMetrics(sessionId) {
+  if (typeof window === 'undefined') {
+    return
+  }
+
+  window.sessionStorage.setItem(AUTH_SESSION_ID_KEY, String(sessionId || '').trim())
+  window.sessionStorage.setItem(AUTH_ACTIVITY_COUNT_KEY, '0')
+}
+
+export function clearAuthSessionMetrics() {
+  if (typeof window === 'undefined') {
+    return
+  }
+
+  window.sessionStorage.removeItem(AUTH_SESSION_ID_KEY)
+  window.sessionStorage.removeItem(AUTH_ACTIVITY_COUNT_KEY)
+}
+
+export function incrementAuthActivityCount() {
+  if (typeof window === 'undefined') {
+    return
+  }
+
+  window.sessionStorage.setItem(AUTH_ACTIVITY_COUNT_KEY, String(readActivityEventCount() + 1))
+}
+
+export function finalizeAuthSession(reason, options = {}) {
+  const sessionId = readStoredSessionId()
+  if (!sessionId) {
+    return
+  }
+
+  const payload = buildSessionFinishPayload(reason)
+  if (options.unload) {
+    finishSessionOnUnload(sessionId, payload)
+    return
+  }
+
+  finishSession(sessionId, payload).catch((error) => {
+    console.warn('Failed to finish auth session:', error)
+  })
+}
--- a/web/src/utils/employeeProfileViewModel.js
+++ b/web/src/utils/employeeProfileViewModel.js
@@ -46,6 +46,41 @@ const RADAR_COLORS = [
  '#db2777'
 ]

+const FINANCIAL_RADAR_CODES = [
+  'expense_intensity',
+  'application_rhythm',
+  'travel_entertainment',
+  'material_completeness',
+  'process_pressure'
+]
+
+const GOVERNANCE_RADAR_CODES = [
+  'ai_collaboration',
+  'approval_efficiency',
+  'approval_control'
+]
+
+export const USER_PROFILE_RADAR_VIEW_OPTIONS = [
+  {
+    value: 'financial_risk',
+    label: '财务风险视角',
+    shortLabel: '财务风险',
+    description: '费用、材料和流程相关维度'
+  },
+  {
+    value: 'collaboration_governance',
+    label: '协作治理视角',
+    shortLabel: '协作治理',
+    description: 'AI 协作和审批治理维度'
+  },
+  {
+    value: 'all_behavior',
+    label: '全部行为视角',
+    shortLabel: '全部行为',
+    description: '展示全部可用画像维度'
+  }
+]
+
 const TAG_ACCENT_COUNT = 8

 const SOURCE_LABELS = {
@@ -89,7 +124,7 @@ const JOB_TYPE_LABELS = {
  llm_wiki_sync: '知识库归纳同步',
  employee_behavior_profile_scan: '用户画像测算',
  workbench_on_demand: '工作台画像测算',
-  global_risk_scan: '全局风险巡检',
+  global_risk_scan: '财务风险图谱巡检',
  weekly_expense_report: '周费用报告'
 }

@@ -98,9 +133,7 @@ export function buildUserProfileMetricCards(profile, runs = [], currentUser = {}
  const aiMetrics = metricsOf(index.ai_usage)
  const userRuns = filterRunsByCurrentUser(runs, currentUser)
  const windowedUserRuns = filterRunsByProfileWindow(userRuns, profile)
-  const durationMs = hasProfileDurationMetric(aiMetrics)
-    ? resolveNumber(aiMetrics.ai_run_duration_ms)
-    : sumRunDurationMs(windowedUserRuns)
+  const durationMs = resolveUsageDurationMs(aiMetrics, windowedUserRuns)
  const durationDisplay = formatDurationMetric(durationMs)
  const commonAgent = resolveCommonAgent(windowedUserRuns)
  const tokenCount = resolveNumber(aiMetrics.exact_token_count) || resolveNumber(aiMetrics.estimated_token_count)
@@ -113,7 +146,7 @@ export function buildUserProfileMetricCards(profile, runs = [], currentUser = {}
      label: '使用时长',
      value: durationDisplay.value,
      unit: durationDisplay.unit,
-      hint: `近${resolveWindowDays(profile)}天智能体运行累计`,
+      hint: resolveUsageDurationHint(aiMetrics, profile),
      icon: 'mdi mdi-timer-sand',
      tone: 'primary'
    },
@@ -157,10 +190,12 @@ export function normalizeUserProfileTags(profile, limit = 8) {
      code: normalizeText(tag.code || tag.label),
      label: normalizeText(tag.label),
      displayLabel: normalizeText(tag.display_label || tag.displayLabel || tag.label),
+      category: normalizeCode(tag.category),
      tone: resolveTagTone(tag),
      score: clampScore(tag.score),
      reason: normalizeText(tag.reason) || '画像算法已识别该行为特征。',
-      confidence: resolveNumber(tag.confidence)
+      confidence: resolveNumber(tag.confidence),
+      radarDimensions: normalizeRadarDimensions(tag)
    }))
    .filter((tag) => tag.code && tag.displayLabel)
    .sort((left, right) => right.score - left.score)
@@ -194,6 +229,55 @@ export function normalizeUserProfileRadarDimensions(profile) {
  )
 }

+export function filterUserProfileRadarDimensions(dimensions, viewKey) {
+  const items = Array.isArray(dimensions) ? dimensions : []
+  const codes = resolveRadarViewCodes(viewKey)
+  if (!codes.length) {
+    return items
+  }
+
+  const filtered = items.filter((item) => codes.includes(normalizeCode(item?.code)))
+  return filtered.length ? filtered : items
+}
+
+export function filterUserProfileTagsByRadarView(tags, viewKey) {
+  const items = Array.isArray(tags) ? tags : []
+  const codes = resolveRadarViewCodes(viewKey)
+  if (!codes.length) {
+    return items
+  }
+
+  return items.filter((tag) => {
+    const dimensions = Array.isArray(tag?.radarDimensions) ? tag.radarDimensions : []
+    if (dimensions.some((code) => codes.includes(normalizeCode(code)))) {
+      return true
+    }
+    return resolveFallbackTagRadarCodes(tag).some((code) => codes.includes(code))
+  })
+}
+
+export function resolveUserProfileDefaultRadarView(profile) {
+  const profileTypes = new Set(
+    (Array.isArray(profile?.profiles) ? profile.profiles : [])
+      .map((item) => normalizeCode(item?.profile_type))
+      .filter(Boolean)
+  )
+  if (profileTypes.has('expense') || profileTypes.has('process_quality')) {
+    return 'financial_risk'
+  }
+  if (profileTypes.has('ai_usage') || profileTypes.has('approval')) {
+    return 'collaboration_governance'
+  }
+
+  const dimensions = normalizeUserProfileRadarDimensions(profile)
+  const financialScore = sumRadarScores(dimensions, FINANCIAL_RADAR_CODES)
+  const governanceScore = sumRadarScores(dimensions, GOVERNANCE_RADAR_CODES)
+  if (financialScore > 0 || governanceScore > 0) {
+    return financialScore >= governanceScore ? 'financial_risk' : 'collaboration_governance'
+  }
+  return 'all_behavior'
+}
+
 export function buildProfileOperationsFromAgentRuns(runs, currentUser, limit = 5) {
  const identities = resolveCurrentUserIdentities(currentUser)
  return (Array.isArray(runs) ? runs : [])
@@ -227,8 +311,69 @@ function metricsOf(profile) {
  return profile?.metrics && typeof profile.metrics === 'object' ? profile.metrics : {}
 }

+function resolveRadarViewCodes(viewKey) {
+  if (viewKey === 'financial_risk') {
+    return FINANCIAL_RADAR_CODES
+  }
+  if (viewKey === 'collaboration_governance') {
+    return GOVERNANCE_RADAR_CODES
+  }
+  return []
+}
+
+function resolveFallbackTagRadarCodes(tag) {
+  const category = normalizeCode(tag?.category)
+  if (['expense', 'travel', 'entertainment', 'process'].includes(category)) {
+    return FINANCIAL_RADAR_CODES
+  }
+  if (['ai', 'approval'].includes(category)) {
+    return GOVERNANCE_RADAR_CODES
+  }
+  return []
+}
+
+function normalizeRadarDimensions(tag) {
+  const dimensions = Array.isArray(tag?.radar_dimensions)
+    ? tag.radar_dimensions
+    : Array.isArray(tag?.radarDimensions)
+      ? tag.radarDimensions
+      : []
+  return dimensions.map((item) => normalizeCode(item)).filter(Boolean)
+}
+
+function sumRadarScores(dimensions, codes) {
+  const codeSet = new Set(codes)
+  return (Array.isArray(dimensions) ? dimensions : [])
+    .filter((item) => codeSet.has(normalizeCode(item?.code)))
+    .reduce((total, item) => total + clampScore(item?.score), 0)
+}
+
 function hasProfileDurationMetric(metrics) {
-  return Object.prototype.hasOwnProperty.call(metrics || {}, 'ai_run_duration_ms')
+  return (
+    Object.prototype.hasOwnProperty.call(metrics || {}, 'usage_duration_ms')
+    || Object.prototype.hasOwnProperty.call(metrics || {}, 'online_duration_ms')
+    || Object.prototype.hasOwnProperty.call(metrics || {}, 'ai_run_duration_ms')
+  )
+}
+
+function resolveUsageDurationMs(metrics, fallbackRuns) {
+  if (!hasProfileDurationMetric(metrics)) {
+    return sumRunDurationMs(fallbackRuns)
+  }
+  return resolveNumber(metrics.usage_duration_ms)
+    || resolveNumber(metrics.online_duration_ms)
+    || resolveNumber(metrics.ai_run_duration_ms)
+}
+
+function resolveUsageDurationHint(metrics, profile) {
+  const days = resolveWindowDays(profile)
+  if (normalizeCode(metrics?.usage_duration_mode) === 'online_session') {
+    return `近${days}天在线会话累计`
+  }
+  if (normalizeCode(metrics?.usage_duration_mode) === 'agent_run_fallback') {
+    return `近${days}天智能体运行累计`
+  }
+  return `近${days}天使用行为累计`
 }

 function filterRunsByCurrentUser(runs, currentUser) {
--- a/web/src/utils/expenseApplicationDetail.js
+++ b/web/src/utils/expenseApplicationDetail.js
@@ -104,3 +104,54 @@ export function buildApplicationDetailFactItems(request = {}) {

  return rows.filter((row) => isProvided(row.value))
 }
+
+export function buildRelatedApplicationFactItems(request = {}) {
+  const related = request.relatedApplication || {}
+  const rows = [
+    {
+      key: 'claim_no',
+      label: '关联单据单号',
+      value: related.claimNo,
+      highlight: true
+    },
+    {
+      key: 'content',
+      label: '申请内容',
+      value: related.content
+    },
+    {
+      key: 'days',
+      label: '申请天数',
+      value: related.days
+    },
+    {
+      key: 'reason',
+      label: '申请事由',
+      value: related.reason
+    },
+    {
+      key: 'location',
+      label: '申请地点',
+      value: related.location
+    },
+    {
+      key: 'time',
+      label: '申请时间',
+      value: related.time
+    },
+    {
+      key: 'amount',
+      label: '预计金额',
+      value: related.amountLabel,
+      highlight: true,
+      emphasis: true
+    },
+    {
+      key: 'transport_mode',
+      label: '出行方式',
+      value: related.transportMode
+    }
+  ]
+
+  return rows.filter((row) => isProvided(row.value))
+}
--- a/web/src/utils/expenseApplicationOntology.js
+++ b/web/src/utils/expenseApplicationOntology.js
@@ -186,8 +186,10 @@ export function expandApplicationTimeWithDays(timeText, days = 0) {
  if (!startDate) return normalizedTime

  const endDate = new Date(startDate.getTime())
-  endDate.setUTCDate(endDate.getUTCDate() + dayCount)
-  return `${formatApplicationDate(startDate)} 至 ${formatApplicationDate(endDate)}`
+  endDate.setUTCDate(endDate.getUTCDate() + Math.max(dayCount - 1, 0))
+  const startText = formatApplicationDate(startDate)
+  const endText = formatApplicationDate(endDate)
+  return startText === endText ? startText : `${startText} 至 ${endText}`
 }

 function normalizeApplicationTimeCandidate(value) {
--- a/web/src/utils/expenseApplicationPreview.js
+++ b/web/src/utils/expenseApplicationPreview.js
@@ -1,4 +1,5 @@
 import { buildApplicationFieldsFromOntology } from './expenseApplicationOntology.js'
+import { getTodayDateValue } from './workbenchComposerDate.js'

 const APPLICATION_SESSION_TYPE = 'application'
 const APPLICATION_CREATE_PATTERN = /申请|事前|前置|预算|出差|差旅|采购|会务|会议|培训|办公用品|交通|住宿/
@@ -54,11 +55,11 @@ function formatIsoDate(date) {
 }

 function buildEndDateFromDays(startText, daysText = '') {
-  const days = Number(String(daysText || '').replace(/[^\d]/g, ''))
+  const days = parseApplicationDaysValue(daysText)
  const start = parseIsoDate(startText)
  if (!days || !start) return ''
  const end = new Date(start.getTime())
-  end.setUTCDate(end.getUTCDate() + days)
+  end.setUTCDate(end.getUTCDate() + Math.max(days - 1, 0))
  return formatIsoDate(end)
 }

@@ -69,7 +70,16 @@ function resolveDaysFromDateRange(rangeText) {
  const end = parseIsoDate(match[2])
  if (!start || !end) return ''
  const diffDays = Math.round((end.getTime() - start.getTime()) / 86400000)
-  return diffDays > 0 ? `${diffDays}天` : '1天'
+  return diffDays >= 0 ? `${diffDays + 1}天` : ''
+}
+
+function resolvePreviewToday(options = {}) {
+  const explicitToday = String(options.today || options.currentDate || '').trim()
+  if (parseIsoDate(explicitToday)) return normalizeDateText(explicitToday)
+  if (options.now instanceof Date && !Number.isNaN(options.now.getTime())) {
+    return getTodayDateValue(options.now)
+  }
+  return getTodayDateValue()
 }

 function resolveApplicationType(text) {
@@ -106,10 +116,35 @@ function resolveCurrentUserGrade(currentUser = {}) {

 function parseApplicationDaysValue(value) {
  const match = String(value || '').match(/\d+/)
-  const days = match ? Number(match[0]) : 0
+  const days = match ? Number(match[0]) : parseChineseNumber(value)
  return Number.isFinite(days) && days > 0 ? Math.max(1, Math.floor(days)) : 0
 }

+function parseChineseNumber(value) {
+  const digits = {
+    一: 1,
+    二: 2,
+    两: 2,
+    三: 3,
+    四: 4,
+    五: 5,
+    六: 6,
+    七: 7,
+    八: 8,
+    九: 9
+  }
+  const text = String(value || '').match(/[一二两三四五六七八九十]{1,3}/)?.[0] || ''
+  if (!text) return 0
+  if (text === '十') return 10
+  if (text.includes('十')) {
+    const [left, right] = text.split('十')
+    const tens = left ? digits[left] || 0 : 1
+    const ones = right ? digits[right] || 0 : 0
+    return tens * 10 + ones
+  }
+  return digits[text] || 0
+}
+
 function parseMoneyNumber(value) {
  const normalized = String(value ?? '').replace(/[^\d.-]/g, '')
  const amount = Number(normalized)
@@ -161,7 +196,7 @@ function resolveApplicationDays(text) {
  return value ? `${value}天` : ''
 }

-function resolveApplicationTime(text, daysText = '') {
+function resolveApplicationTime(text, daysText = '', options = {}) {
  const range = text.match(
    /(20\d{2}[-/.]\d{1,2}[-/.]\d{1,2})\s*(?:至|到|~|—|–|--)\s*(20\d{2}[-/.]\d{1,2}[-/.]\d{1,2})/u
  )
@@ -176,7 +211,18 @@ function resolveApplicationTime(text, daysText = '') {
  if (!single) return ''
  const normalized = normalizeDateText(single)
  const endDate = buildEndDateFromDays(normalized, daysText)
-  return endDate ? `${normalized} 至 ${endDate}` : normalized
+  return endDate && endDate !== normalized ? `${normalized} 至 ${endDate}` : normalized
+}
+
+function resolveApplicationTimeWithDefault(text, daysText = '', options = {}) {
+  const resolvedTime = resolveApplicationTime(text, daysText)
+  if (resolvedTime || !parseApplicationDaysValue(daysText)) {
+    return resolvedTime
+  }
+
+  const startDate = resolvePreviewToday(options)
+  const endDate = buildEndDateFromDays(startDate, daysText)
+  return endDate && endDate !== startDate ? `${startDate} 至 ${endDate}` : startDate
 }

 function resolveApplicationLocation(text) {
@@ -449,10 +495,10 @@ export function buildApplicationPreviewSubmitText(preview = {}) {
  ].join('\n')
 }

-export function buildLocalApplicationPreview(rawText, currentUser = {}) {
+export function buildLocalApplicationPreview(rawText, currentUser = {}, options = {}) {
  const sourceText = String(rawText || '').trim()
  const explicitDays = resolveApplicationDays(sourceText)
-  const time = resolveApplicationTime(sourceText, explicitDays)
+  const time = resolveApplicationTimeWithDefault(sourceText, explicitDays, options)
  const days = explicitDays || resolveDaysFromDateRange(time)
  const location = resolveApplicationLocation(sourceText)
  const fields = {
--- a/web/src/utils/hermesEmployeeSettingsModel.js
+++ b/web/src/utils/hermesEmployeeSettingsModel.js
@@ -2,8 +2,8 @@
 export const HERMES_SIMPLE_TASKS = [
  {
    id: 'global_risk_scan',
-    label: '风险每日巡检',
-    hint: '扫描报销、付款等风险信号',
+    label: '财务风险图谱巡检',
+    hint: '扫描单据、票据、审批链和画像异常',
    frequency: 'daily',
    frequencyLabel: '每天'
  },
--- a/web/src/utils/personalWorkbenchAssistantEntry.js
+++ b/web/src/utils/personalWorkbenchAssistantEntry.js
@@ -0,0 +1,53 @@
+const SESSION_TYPE_APPLICATION = 'application'
+const SESSION_TYPE_APPROVAL = 'approval'
+const SESSION_TYPE_BUDGET = 'budget'
+const SESSION_TYPE_EXPENSE = 'expense'
+const SESSION_TYPE_KNOWLEDGE = 'knowledge'
+
+const DEFAULT_WORKBENCH_ENTRY = {
+  source: 'workbench',
+  sessionType: SESSION_TYPE_EXPENSE
+}
+
+const CAPABILITY_ASSISTANT_ENTRIES = {
+  'expense-application': {
+    source: 'application',
+    sessionType: SESSION_TYPE_APPLICATION
+  },
+  'quick-reimbursement': DEFAULT_WORKBENCH_ENTRY,
+  'budget-planning': {
+    source: 'budget',
+    sessionType: SESSION_TYPE_BUDGET
+  },
+  'quick-approval': {
+    source: 'workbench',
+    sessionType: SESSION_TYPE_APPROVAL
+  },
+  'finance-analysis': {
+    source: 'budget',
+    sessionType: SESSION_TYPE_BUDGET
+  },
+  'company-policy': {
+    source: 'workbench',
+    sessionType: SESSION_TYPE_KNOWLEDGE
+  }
+}
+
+export function resolveWorkbenchCapabilityAssistantEntry(item = {}) {
+  const key = String(item?.key || '').trim()
+  const entry = CAPABILITY_ASSISTANT_ENTRIES[key] || DEFAULT_WORKBENCH_ENTRY
+
+  return { ...entry }
+}
+
+export function buildWorkbenchCapabilityAssistantPayload(item = {}, basePayload = {}) {
+  const entry = resolveWorkbenchCapabilityAssistantEntry(item)
+
+  return {
+    ...basePayload,
+    ...entry,
+    prompt: String(basePayload.prompt || '').trim(),
+    files: Array.isArray(basePayload.files) ? basePayload.files : [],
+    conversation: null
+  }
+}
--- a/web/src/utils/workbenchAssistantIntent.js
+++ b/web/src/utils/workbenchAssistantIntent.js
@@ -0,0 +1,105 @@
+import {
+  ASSISTANT_SCOPE_SESSION_APPLICATION,
+  ASSISTANT_SCOPE_SESSION_EXPENSE,
+  ASSISTANT_SCOPE_SESSION_KNOWLEDGE,
+  hasExpenseApplicationIntentSignal,
+  hasReimbursementIntentSignal,
+  inferAssistantScopeTarget
+} from './assistantSessionScope.js'
+
+const ASSISTANT_SCOPE_SESSION_BUDGET = 'budget'
+
+function normalizeText(rawText) {
+  return String(rawText || '')
+    .replace(/\s+/g, '')
+    .toLowerCase()
+}
+
+function hasEntity(ontology, type, normalizedValue = '') {
+  const expectedType = String(type || '').trim()
+  const expectedValue = String(normalizedValue || '').trim()
+  return Array.isArray(ontology?.entities) && ontology.entities.some((item) => {
+    if (String(item?.type || '').trim() !== expectedType) {
+      return false
+    }
+    if (!expectedValue) {
+      return true
+    }
+    return String(item?.normalized_value || item?.value || '').trim() === expectedValue
+  })
+}
+
+function hasTravelExpenseType(ontology) {
+  return hasEntity(ontology, 'expense_type', 'travel')
+}
+
+function hasApplicationDocumentEntity(ontology) {
+  return hasEntity(ontology, 'document_type', 'expense_application')
+    || hasEntity(ontology, 'workflow_stage', 'pre_approval')
+}
+
+export function buildWorkbenchIntentOntologyContext({ currentUser = {}, files = [] } = {}) {
+  return {
+    entry_source: 'workbench',
+    session_type: '',
+    attachment_count: Array.isArray(files) ? files.length : 0,
+    role_codes: Array.isArray(currentUser.roleCodes) ? currentUser.roleCodes : [],
+    name: currentUser.name || currentUser.username || '',
+    username: currentUser.username || '',
+    department: currentUser.department || currentUser.departmentName || '',
+    grade: currentUser.grade || ''
+  }
+}
+
+export function resolveWorkbenchSessionTypeFromOntology(ontology, rawText, fallbackSessionType = '') {
+  const text = normalizeText(rawText)
+  const fallback = String(fallbackSessionType || '').trim()
+  const scenario = String(ontology?.scenario || '').trim()
+  const intent = String(ontology?.intent || '').trim()
+  const reimbursementSignal = hasReimbursementIntentSignal(text)
+  const applicationSignal = hasExpenseApplicationIntentSignal(text)
+
+  if (!text) {
+    return fallback
+  }
+
+  if (hasApplicationDocumentEntity(ontology)) {
+    return ASSISTANT_SCOPE_SESSION_APPLICATION
+  }
+
+  if (
+    !reimbursementSignal
+    && (
+      applicationSignal
+      || (
+        scenario === 'expense'
+        && intent === 'draft'
+        && hasTravelExpenseType(ontology)
+        && applicationSignal
+      )
+      || (scenario === 'budget' && hasTravelExpenseType(ontology) && applicationSignal)
+    )
+  ) {
+    return ASSISTANT_SCOPE_SESSION_APPLICATION
+  }
+
+  if (reimbursementSignal && scenario === 'expense' && intent === 'draft') {
+    return ASSISTANT_SCOPE_SESSION_EXPENSE
+  }
+
+  if (scenario === 'knowledge') {
+    return ASSISTANT_SCOPE_SESSION_KNOWLEDGE
+  }
+  if (scenario === 'budget') {
+    return ASSISTANT_SCOPE_SESSION_BUDGET
+  }
+  if (scenario === 'expense' && intent === 'draft') {
+    return ASSISTANT_SCOPE_SESSION_EXPENSE
+  }
+
+  return fallback || inferAssistantScopeTarget(rawText)
+}
+
+export function resolveWorkbenchSessionTypeFallback(rawText, options = {}) {
+  return inferAssistantScopeTarget(rawText, options)
+}
--- a/web/src/utils/workbenchComposerDate.js
+++ b/web/src/utils/workbenchComposerDate.js
@@ -0,0 +1,74 @@
+function normalizeDateValue(value) {
+  return String(value || '').trim()
+}
+
+const ISO_DATE_PATTERN = '20\\d{2}-\\d{1,2}-\\d{1,2}'
+const DATE_RANGE_PATTERN = `${ISO_DATE_PATTERN}(?:\\s*\\u81f3\\s*${ISO_DATE_PATTERN})?`
+const LABELED_DATE_PREFIX_RE = new RegExp(
+  `^(?:(?:\\u4e1a\\u52a1)?\\u53d1\\u751f\\u65f6\\u95f4|\\u65e5\\u671f|\\u65f6\\u95f4)\\s*[:\\uFF1A]\\s*${DATE_RANGE_PATTERN}[\\uFF0C,\\u3002\\s]*`,
+  'u'
+)
+const RAW_DATE_PREFIX_RE = new RegExp(`^${DATE_RANGE_PATTERN}[\\uFF0C,\\u3002\\s]*`, 'u')
+
+export function getTodayDateValue(date = new Date()) {
+  if (!(date instanceof Date) || Number.isNaN(date.getTime())) {
+    return ''
+  }
+
+  const year = date.getFullYear()
+  const month = String(date.getMonth() + 1).padStart(2, '0')
+  const day = String(date.getDate()).padStart(2, '0')
+  return `${year}-${month}-${day}`
+}
+
+export function canApplyWorkbenchDateSelection({
+  mode = 'single',
+  singleDate = '',
+  rangeStartDate = '',
+  rangeEndDate = ''
+} = {}) {
+  if (mode === 'range') {
+    const startDate = normalizeDateValue(rangeStartDate)
+    const endDate = normalizeDateValue(rangeEndDate)
+    return Boolean(startDate && endDate && startDate <= endDate)
+  }
+
+  return Boolean(normalizeDateValue(singleDate))
+}
+
+export function buildWorkbenchDateLabel({
+  mode = 'single',
+  singleDate = '',
+  rangeStartDate = '',
+  rangeEndDate = ''
+} = {}) {
+  if (!canApplyWorkbenchDateSelection({ mode, singleDate, rangeStartDate, rangeEndDate })) {
+    return ''
+  }
+
+  if (mode !== 'range') {
+    return normalizeDateValue(singleDate)
+  }
+
+  const startDate = normalizeDateValue(rangeStartDate)
+  const endDate = normalizeDateValue(rangeEndDate)
+  return startDate === endDate ? startDate : `${startDate} \u81f3 ${endDate}`
+}
+
+export function stripWorkbenchDateLabelFromDraft(rawDraft) {
+  return String(rawDraft || '')
+    .replace(LABELED_DATE_PREFIX_RE, '')
+    .replace(RAW_DATE_PREFIX_RE, '')
+    .trim()
+}
+
+export function mergeWorkbenchDateLabelIntoDraft(rawDraft, dateLabel) {
+  const label = String(dateLabel || '').trim()
+  if (!label) {
+    return String(rawDraft || '').trim()
+  }
+
+  const draft = stripWorkbenchDateLabelFromDraft(rawDraft)
+
+  return draft ? `${label}\uFF0C${draft}` : label
+}