feat: 新增预算助手报告组件并优化报销交互细节
新增预算助手报告视图模型和组件，优化报销洞察面板和消息项 样式细节，完善预算中心页面布局和文档中心视图，增强报销创 建会话管理和提交编排器，调整 Vite 构建配置，补充单元测试。
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caoxiaozhu
277
web/src/views/scripts/budgetAssistantReportModel.js
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277
web/src/views/scripts/budgetAssistantReportModel.js
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const QUARTER_NAME_MAP = {
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1: 'Q1',
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2: 'Q2',
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3: 'Q3',
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4: 'Q4'
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}
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const CHINESE_QUARTER_MAP = {
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一: 1,
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二: 2,
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三: 3,
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四: 4
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}
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const BUDGET_REPORT_COLORS = {
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travel: 'var(--theme-primary)',
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meal: 'var(--chart-amber)',
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office: 'var(--chart-blue)',
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communication: 'var(--chart-purple)'
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}
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const PREVIOUS_QUARTER_SPEND = [
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{
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key: 'travel',
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name: '差旅',
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value: 468000,
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previousValue: 395600,
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recommendedBudget: 550000,
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color: BUDGET_REPORT_COLORS.travel,
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drivers: ['客户现场实施增加', '跨区域项目支持', '住宿单价上浮'],
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risk: 'Q2 差旅占比最高，Q3 如果继续集中出差，建议把提醒阈值放在 75%。',
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suggestion: '建议 Q3 编制 52-56 万，优先锁定核心项目差旅，非项目型出行走事前说明。'
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},
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{
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key: 'meal',
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name: '招待费',
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value: 286000,
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previousValue: 255100,
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recommendedBudget: 320000,
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color: BUDGET_REPORT_COLORS.meal,
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drivers: ['重点客户拜访', '渠道活动增多', '单次人均金额偏高'],
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risk: '招待费增长快于整体费用，容易触发合规说明和客户关联材料补充。',
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suggestion: '建议 Q3 编制 30-32 万，并按客户拓展活动拆分额度，避免月底集中消耗。'
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},
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{
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key: 'office',
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name: '办公用品',
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value: 181600,
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previousValue: 172000,
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recommendedBudget: 200000,
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color: BUDGET_REPORT_COLORS.office,
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drivers: ['新员工入职物资', '会议设备补充', '季度集中采购'],
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risk: '办公用品整体平稳，但集中采购会造成单月占用偏高。',
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suggestion: '建议 Q3 编制 19-20 万，采用月度采购节奏，把一次性采购纳入占用预留。'
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},
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{
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key: 'communication',
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name: '通信',
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value: 98000,
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previousValue: 102800,
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recommendedBudget: 110000,
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color: BUDGET_REPORT_COLORS.communication,
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drivers: ['固定通讯补贴', '项目远程协同', '少量专线费用'],
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risk: '通信费用占比较低且略有下降，适合维持刚性额度。',
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suggestion: '建议 Q3 编制 10-11 万，保留 8% 弹性池用于项目临时通讯支出。'
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}
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]
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const currency = (value) =>
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Number(value || 0).toLocaleString('zh-CN', {
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minimumFractionDigits: 0,
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maximumFractionDigits: 0
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})
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const compactCurrency = (value) => `¥${(Number(value || 0) / 10000).toFixed(1)}万`
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const percent = (value, total) => {
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const denominator = Number(total || 0)
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if (!denominator) return '0.0%'
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return `${((Number(value || 0) / denominator) * 100).toFixed(1)}%`
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}
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function normalizeBudgetText(rawText) {
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return String(rawText || '')
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.replace(/\s+/g, '')
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.toLowerCase()
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}
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function parseQuarter(rawText) {
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const text = String(rawText || '')
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const qMatch = text.match(/[qQ]\s*([1-4])/)
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if (qMatch) return Number(qMatch[1])
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const numberMatch = text.match(/第?\s*([1-4])\s*(?:季|季度)/)
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if (numberMatch) return Number(numberMatch[1])
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const chineseMatch = text.match(/第?\s*([一二三四])\s*(?:季|季度)/)
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if (chineseMatch) return CHINESE_QUARTER_MAP[chineseMatch[1]] || 0
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return 0
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}
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function parseYear(rawText) {
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const match = String(rawText || '').match(/(20\d{2})/)
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return match ? Number(match[1]) : 2026
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}
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function resolvePreviousPeriod(year, quarter) {
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if (quarter > 1) {
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return { year, quarter: quarter - 1 }
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}
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return { year: year - 1, quarter: 4 }
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}
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export function shouldUseBudgetCompileReport(rawText, options = {}) {
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if (String(options.sessionType || '').trim() !== 'budget') {
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return false
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}
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const text = normalizeBudgetText(rawText)
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return Boolean(
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text &&
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/(预算|budget)/.test(text) &&
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/(编制|制定|测算|生成|规划|预算一下|compile|create|plan)/.test(text) &&
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parseQuarter(rawText)
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)
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}
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export function buildBudgetCompileReport(rawText, user = {}) {
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const targetYear = parseYear(rawText)
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const targetQuarter = parseQuarter(rawText) || 3
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const previous = resolvePreviousPeriod(targetYear, targetQuarter)
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const totalSpend = PREVIOUS_QUARTER_SPEND.reduce((sum, item) => sum + item.value, 0)
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const totalBudget = 1320000
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const recommendedTotal = PREVIOUS_QUARTER_SPEND.reduce((sum, item) => sum + item.recommendedBudget, 0)
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const departmentName = String(user.departmentName || user.department || '').trim() || '当前部门'
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const items = PREVIOUS_QUARTER_SPEND.map((item) => {
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const trendValue = item.previousValue
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? ((item.value - item.previousValue) / item.previousValue) * 100
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: 0
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return {
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...item,
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amountDisplay: compactCurrency(item.value),
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display: percent(item.value, totalSpend),
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share: percent(item.value, totalSpend),
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trend: `${trendValue >= 0 ? '+' : ''}${trendValue.toFixed(1)}%`,
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trendTone: trendValue >= 10 ? 'risk' : trendValue >= 0 ? 'warn' : 'stable',
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recommendedDisplay: compactCurrency(item.recommendedBudget)
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}
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})
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const topItem = [...items].sort((a, b) => b.value - a.value)[0]
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const growthItem = [...items].sort((a, b) => {
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const aGrowth = a.previousValue ? (a.value - a.previousValue) / a.previousValue : 0
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const bGrowth = b.previousValue ? (b.value - b.previousValue) / b.previousValue : 0
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return bGrowth - aGrowth
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})[0]
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return {
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type: 'budget_compile_analysis',
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title: `${targetYear}年${targetQuarter}季度预算编制前置分析报告`,
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subtitle: `基于${previous.year}年${previous.quarter}季度预算执行模拟数据`,
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departmentName,
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targetPeriod: `${targetYear}年${QUARTER_NAME_MAP[targetQuarter]}`,
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basePeriod: `${previous.year}年${QUARTER_NAME_MAP[previous.quarter]}`,
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centerValue: compactCurrency(totalSpend),
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centerLabel: '上季度开销',
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summary: {
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totalBudget: compactCurrency(totalBudget),
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totalSpend: compactCurrency(totalSpend),
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usageRate: percent(totalSpend, totalBudget),
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recommendedTotal: compactCurrency(recommendedTotal)
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},
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macroInsights: [
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`${previous.year}年${previous.quarter}季度实际开销 ${compactCurrency(totalSpend)}，预算使用率 ${percent(totalSpend, totalBudget)}，整体仍在可控区间。`,
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`${topItem.name}是最大开销项，占 ${topItem.share}，建议作为${targetYear}年${targetQuarter}季度预算编制的第一优先级。`,
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`${growthItem.name}环比增长 ${growthItem.trend}，需要在预算说明中提前解释业务驱动，避免后续报销阶段反复补充材料。`
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],
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items,
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recommendations: [
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`建议${targetYear}年${targetQuarter}季度总预算先按 ${compactCurrency(recommendedTotal)} 编制，再预留 5%-8% 部门机动池。`,
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'差旅和招待费采用更早的提醒阈值，通信和办公用品保持稳定额度，避免把预算过度分散到低波动项目。',
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'正式编制时建议把重点项目、客户活动和集中采购计划写入预算说明，后续费用控制会更容易解释。'
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],
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generatedAt: '模拟数据 · 用于 Demo 预览'
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}
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}
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export async function handleBudgetCompileReportSubmit(runtime) {
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const {
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adjustComposerTextareaHeight,
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clearAttachedFiles,
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completeFlowStep,
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composerBusinessTimeDraftTouched,
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composerBusinessTimeTags,
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composerDraft,
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createMessage,
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currentUser,
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fileInputRef,
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fileNames,
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messages,
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nextTick,
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options,
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persistSessionState,
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rawText,
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replaceMessage,
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resetFlowRun,
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scrollToBottom,
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startFlowStep,
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submitting,
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userText
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} = runtime
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const analysisStartedAt = Date.now()
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resetFlowRun()
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startFlowStep('budget-prior-quarter-analysis', {
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title: '上季度预算开销分析',
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tool: 'budget.analysis.previous_quarter',
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detail: '正在汇总上季度费用占比、增长点和下一季度编制建议...'
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})
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startFlowStep('budget-compile-guidance', {
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title: '预算编制建议生成',
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tool: 'budget.compile.recommendation',
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detail: '正在生成预算编制前置分析报告...'
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})
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if (!options.skipUserMessage) {
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messages.value.push(createMessage('user', userText, fileNames))
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}
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const pendingMessage = createMessage(
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'assistant',
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'我先不直接进入预算表单，先执行上季度预算开销结构分析，再给您一版下一季度预算编制建议。',
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[],
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{ meta: ['预算分析中'] }
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)
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messages.value.push(pendingMessage)
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composerDraft.value = ''
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composerBusinessTimeTags.value = []
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composerBusinessTimeDraftTouched.value = false
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clearAttachedFiles()
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if (fileInputRef.value) {
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fileInputRef.value.value = ''
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}
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submitting.value = true
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nextTick(() => {
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adjustComposerTextareaHeight()
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scrollToBottom()
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})
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persistSessionState()
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try {
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await new Promise((resolve) => setTimeout(resolve, 360))
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const budgetReport = buildBudgetCompileReport(rawText, currentUser.value || {})
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completeFlowStep(
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'budget-prior-quarter-analysis',
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'已完成上季度费用占比、增长点和风险点分析',
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Date.now() - analysisStartedAt
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)
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completeFlowStep(
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'budget-compile-guidance',
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'已生成下一季度预算编制建议',
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Date.now() - analysisStartedAt
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)
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replaceMessage(pendingMessage.id, createMessage(
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'assistant',
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'下面先按上季度模拟数据做一版预算编制前置分析。正式接入预算池后，这里会替换成真实部门预算和报销消耗数据。',
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[],
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{
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meta: ['预算分析报告', '模拟数据'],
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budgetReport
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}
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))
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persistSessionState()
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} finally {
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submitting.value = false
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nextTick(scrollToBottom)
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}
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return null
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}
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