feat: 新增归档中心页面并完善知识库与报销查询能力

新增前端归档中心视图及相关工具函数，扩充知识库文档分类和提取器支持多种格式，增强编排器报销查询的多维度检索，优化本体规则和用户代理审核消息，前端完善报销创建和审批详情交互细节，补充单元测试覆盖。
2026-05-22 16:00:19 +08:00
parent 1f15699013
commit 88ff04bef8
120 changed files with 6236 additions and 643 deletions
--- a/web/src/views/scripts/travelRequestDetailInsights.js
+++ b/web/src/views/scripts/travelRequestDetailInsights.js
@@ -1,3 +1,9 @@
+import {
+  isActionableRiskFlag,
+  isRiskSummaryWithRisk,
+  normalizeRiskFlagTone
+} from '../../utils/riskFlags.js'
+
 const DOCUMENT_TYPE_LABELS = {
  flight_itinerary: '机票/航班行程单',
  train_ticket: '火车/高铁票',
@@ -34,6 +40,62 @@ export function normalizeRiskTone(value) {
  return normalizeTone(value)
 }

+function resolveFlagTone(flag) {
+  return normalizeRiskFlagTone(flag)
+}
+
+function isRiskTone(tone) {
+  return ['medium', 'high'].includes(normalizeText(tone).toLowerCase())
+}
+
+function normalizeId(value) {
+  return normalizeText(value)
+}
+
+function resolveItemRiskFlag(item, claimRiskFlags) {
+  const itemId = normalizeId(item?.id)
+  if (!itemId || !Array.isArray(claimRiskFlags)) {
+    return null
+  }
+
+  return claimRiskFlags.find((flag) => {
+    if (!flag || typeof flag !== 'object') {
+      return false
+    }
+
+    if (!isActionableRiskFlag(flag)) {
+      return false
+    }
+
+    const flagItemId = normalizeId(flag.item_id || flag.itemId)
+    const tone = resolveFlagTone(flag)
+    return flagItemId === itemId && isRiskTone(tone)
+  }) || null
+}
+
+export function buildItemClaimRiskState(item, claimRiskFlags = []) {
+  const flag = resolveItemRiskFlag(item, claimRiskFlags)
+  if (!flag) {
+    return null
+  }
+
+  const tone = resolveFlagTone(flag)
+  const label = normalizeText(flag.label) || (tone === 'high' ? '高风险' : '中风险')
+  const points = Array.isArray(flag.points)
+    ? flag.points.map((point) => normalizeText(point)).filter(Boolean)
+    : []
+  const summary = normalizeText(flag.summary || flag.message || flag.reason)
+
+  return {
+    label,
+    tone,
+    headline: normalizeText(flag.headline || flag.title) || label,
+    summary,
+    points,
+    suggestion: normalizeText(flag.suggestion) || '如业务确需提交，请在附加说明中补充特殊情况原因后继续提交。'
+  }
+}
+
 export function resolveRiskTagTone(tag) {
  const normalized = normalizeText(tag).toLowerCase()
  if (normalized === '#high_risk') return 'high'
@@ -99,6 +161,68 @@ function normalizeRuleBasis(value) {
  return text ? [text] : []
 }

+function resolveClaimRiskRuleBasis(flag = {}, { risk = '', summary = '', tone = 'medium' } = {}) {
+  const explicitBasis = normalizeRuleBasis(flag.rule_basis || flag.ruleBasis)
+  if (explicitBasis.length) {
+    return explicitBasis
+  }
+
+  const source = normalizeText(flag.source)
+  const label = normalizeText(flag.label || flag.title || flag.name)
+  const corpus = [risk, summary, label].map((item) => normalizeText(item)).join(' ')
+  const basis = []
+
+  if (/高风险|中风险/.test(corpus)) {
+    basis.push(`风险文本已明确标记为${tone === 'high' ? '高风险' : '中风险'}。`)
+  }
+  if (source === 'attachment_analysis' || /附件|票据|OCR|识别|发票/.test(corpus)) {
+    basis.push('附件识别或票据核验未完全通过，系统将该项同步为单据风险。')
+  }
+  if (/直属领导|审批链|审批人缺失|审批人信息|补充分配|分配/.test(corpus)) {
+    basis.push('审批链校验未匹配到完整审批人信息，因此按中风险提醒。')
+  }
+  if (/金额|超标|阈值|住宿标准|报销标准|标准/.test(corpus)) {
+    basis.push('金额或标准核算命中制度阈值，需要补充说明或人工复核。')
+  }
+  if (/历史|近\s*\d+\s*天|重复|多次/.test(corpus)) {
+    basis.push('历史报销风险次数达到预警条件，系统提示审批人重点关注。')
+  }
+  if (/缺失|缺少|未识别|待补充|不一致|不匹配/.test(corpus)) {
+    basis.push('单据、附件或审批信息存在缺失、不一致或待补充项。')
+  }
+  if (summary) {
+    basis.push(`风险汇总：${summary}`)
+  }
+
+  return uniqueTexts(basis.length ? basis : [`系统预审根据“${label || '单据风险'}”将该项列为${tone === 'high' ? '高风险' : '中风险'}。`])
+}
+
+function resolveClaimRiskSuggestion(flag = {}, { risk = '', summary = '' } = {}) {
+  const explicitSuggestion = normalizeText(flag.suggestion)
+  if (explicitSuggestion) {
+    return explicitSuggestion
+  }
+
+  const corpus = [risk, summary, flag.label, flag.title].map((item) => normalizeText(item)).join(' ')
+  if (/直属领导|审批链|审批人缺失|审批人信息|补充分配|分配/.test(corpus)) {
+    return '请先核对员工档案中的直属领导和审批链配置；如果信息无误，可由审批环节人工补充分配说明。'
+  }
+  if (/金额|超标|阈值|住宿标准|报销标准|标准/.test(corpus)) {
+    return '请核对金额、天数、地点和职级标准；如确需超标，请在附加说明中写清楚业务原因和佐证材料。'
+  }
+  if (/附件|票据|OCR|识别|发票/.test(corpus)) {
+    return '请打开对应费用明细的附件预览，核对票据类型、金额、日期和说明；识别有误时先修正明细或重新上传附件。'
+  }
+  if (/历史|近\s*\d+\s*天|重复|多次/.test(corpus)) {
+    return '请核对近期同类报销记录，必要时补充本次费用与历史单据不同的业务背景。'
+  }
+  if (/缺失|缺少|未识别|待补充|不一致|不匹配/.test(corpus)) {
+    return '请按风险点补齐缺失信息，并核对费用明细与附件内容是否一致。'
+  }
+
+  return '请先核对上方触发原因；如属于真实业务例外，在附加说明中写清楚原因和佐证后再继续流转。'
+}
+
 export function buildAttachmentInsightViewModel(metadata, item = {}) {
  if (!metadata) {
    return null
@@ -245,6 +369,7 @@ export function buildAttachmentRiskCards({
  attachmentMetaByItemId = {},
  claimRiskFlags = []
 } = {}) {
+  const attachmentRiskItemIds = new Set()
  const attachmentCards = expenseItems.flatMap((item, index) => {
    if (!item?.invoiceId) {
      return []
@@ -257,6 +382,10 @@ export function buildAttachmentRiskCards({
    if (!analysis || !['medium', 'high'].includes(tone)) {
      return []
    }
+    const itemId = normalizeId(item.id)
+    if (itemId) {
+      attachmentRiskItemIds.add(itemId)
+    }

    const points = Array.isArray(analysis.points) && analysis.points.length
      ? analysis.points
@@ -276,6 +405,10 @@ export function buildAttachmentRiskCards({
        }

        if (!flag || typeof flag !== 'object') {
+          if (!isActionableRiskFlag(flag)) {
+            return []
+          }
+
          const risk = normalizeText(flag)
          return risk
            ? [withRiskTags({
@@ -285,29 +418,41 @@ export function buildAttachmentRiskCards({
              title: '单据风险提示',
              risk,
              summary: '',
-              ruleBasis: ['系统预审规则命中该风险提示。'],
-              suggestion: '请结合业务背景补充说明或调整单据后再提交。'
+              ruleBasis: resolveClaimRiskRuleBasis({}, { risk, tone: 'medium' }),
+              suggestion: resolveClaimRiskSuggestion({}, { risk })
            })]
            : []
        }

-        const tone = normalizeTone(flag.severity)
-        if (!['medium', 'high'].includes(tone)) {
+        if (!isActionableRiskFlag(flag)) {
+          return []
+        }
+
+        const source = normalizeText(flag.source)
+        const flagItemId = normalizeId(flag.item_id || flag.itemId)
+        if (source === 'attachment_analysis' && flagItemId && attachmentRiskItemIds.has(flagItemId)) {
+          return []
+        }
+
+        const tone = resolveFlagTone(flag)
+        if (!isRiskTone(tone)) {
          return []
        }

        const flagPoints = Array.isArray(flag.points)
          ? flag.points.map((point) => normalizeText(point)).filter(Boolean)
          : []
+        const primaryRisk = normalizeText(flag.message || flag.reason || flag.summary)
+        const fallbackRisk = normalizeText(flag.description || flag.detail || flag.title || flag.label || flag.name)
        const risks = flagPoints.length
          ? flagPoints
-          : [normalizeText(flag.message || flag.reason || flag.summary)].filter(Boolean)
-        const summary = normalizeText(flag.summary)
-        const ruleBasis = uniqueTexts([
-          ...normalizeRuleBasis(flag.rule_basis || flag.ruleBasis),
-          summary ? `风险汇总：${summary}` : '',
-          '系统预审规则命中该风险提示。'
-        ])
+          : [primaryRisk || fallbackRisk].filter(Boolean)
+        const summary = normalizeText(flag.summary || flag.message || flag.reason)
+        const ruleBasis = resolveClaimRiskRuleBasis(flag, {
+          risk: risks[0] || primaryRisk || fallbackRisk,
+          summary,
+          tone
+        })

        return risks.map((risk, pointIndex) => withRiskTags({
          id: `claim-risk-${index}-${pointIndex}`,
@@ -317,7 +462,7 @@ export function buildAttachmentRiskCards({
          risk,
          summary,
          ruleBasis,
-          suggestion: normalizeText(flag.suggestion) || '请结合业务背景补充说明或调整单据后再提交。'
+          suggestion: resolveClaimRiskSuggestion(flag, { risk, summary })
        }))
      })
      .filter(Boolean)
@@ -328,6 +473,52 @@ export function buildAttachmentRiskCards({
  return [...attachmentCards, ...claimCards]
 }

+function isNoRiskSummary(value) {
+  return !isRiskSummaryWithRisk(value)
+}
+
+function resolveClaimSummaryTone(request) {
+  const explicitTone = normalizeText(request?.riskTone || request?.risk_tone || request?.severity)
+  if (explicitTone) {
+    return normalizeTone(explicitTone)
+  }
+
+  const summary = normalizeText(request?.riskSummary || request?.risk || request?.riskText)
+  if (/高风险|重大风险|严重|超标|违规/.test(summary)) {
+    return 'high'
+  }
+  if (/中风险|待关注|待复核|提醒|异常|风险/.test(summary)) {
+    return 'medium'
+  }
+  return 'medium'
+}
+
+export function buildClaimSummaryRiskCards(request = {}) {
+  const summary = normalizeText(request?.riskSummary || request?.risk || request?.riskText)
+  if (isNoRiskSummary(summary)) {
+    return []
+  }
+
+  const tone = resolveClaimSummaryTone(request)
+  if (!isRiskTone(tone)) {
+    return []
+  }
+
+  return [withRiskTags({
+    id: 'claim-risk-summary',
+    tone,
+    label: tone === 'high' ? '高风险' : '中风险',
+    title: '单据风险提示',
+    risk: summary,
+    summary,
+    ruleBasis: resolveClaimRiskRuleBasis(
+      { source: 'risk_summary', message: summary, severity: tone },
+      { risk: summary, summary, tone }
+    ),
+    suggestion: resolveClaimRiskSuggestion({ source: 'risk_summary' }, { risk: summary, summary })
+  })]
+}
+
 export function buildAiAdviceViewModel({ completionItems = [], riskCards = [] } = {}) {
  const normalizedCompletionItems = completionItems.map((item) => normalizeText(item)).filter(Boolean)
  const normalizedRiskCards = riskCards.filter(Boolean)