',
- hasMeaningfulTableValue(documentType) ? `${renderInlineHtml(documentType)}` : '',
- hasMeaningfulTableValue(documentNo) ? `${renderInlineHtml(documentNo)}` : '',
- hasMeaningfulTableValue(reason) ? ``,
+ '',
+ `${renderInlineHtml(title)}`,
+ hasMeaningfulTableValue(status) ? `${renderInlineHtml(status)}` : '',
+ ' ',
+ '
${renderInlineHtml(reason)}
` : '', + `',
+ summaryHtml ? ``,
+ ``,
'',
- `${escapeHtml(record.reason)}`,
+ `${escapeHtml(title)}`,
`${escapeHtml(record.statusLabel)}`,
' ',
' '
diff --git a/web/src/utils/expenseApplicationPreview.js b/web/src/utils/expenseApplicationPreview.js
index d69a811..0294b3f 100644
--- a/web/src/utils/expenseApplicationPreview.js
+++ b/web/src/utils/expenseApplicationPreview.js
@@ -623,6 +623,8 @@ function stripKnownContextFromReason(value, context = {}) {
.replace(/(?:地点|业务地点|发生地点|目的地)\s*[:：]\s*(?=[，,、。；;\s]|$)/gu, '')
.replace(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}\s*(?:至|到|~|—|–|--)\s*20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/gu, '')
.replace(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/gu, '')
+ .replace(/(?:\d{1,2}月)?\d{1,2}日?\s*(?:至|到|~|—|–|--|-)\s*(?:\d{1,2}月)?\d{1,2}日?/gu, '')
+ .replace(/\d{1,2}月\d{1,2}日?/gu, '')
.replace(/(?:出差|申请)?\d+\s*天/gu, '')
.replace(/(?:用户预估费用|预估费用|预计总费用|预计费用|预计金额|申请金额|预算|金额|费用)\s*[:：]?\s*\d+(?:\.\d+)?\s*(?:元|块|人民币)?/gu, '')
.replace(/(?:高铁|动车|火车|铁路|飞机|机票|航班|轮船|船票|客轮|渡轮|出租车|的士|网约车|打车|自驾)/gu, '')
diff --git a/web/tests/ai-conversation-html-renderer.test.mjs b/web/tests/ai-conversation-html-renderer.test.mjs
index 4d66720..40a6e3b 100644
--- a/web/tests/ai-conversation-html-renderer.test.mjs
+++ b/web/tests/ai-conversation-html-renderer.test.mjs
@@ -47,18 +47,30 @@ test('AI conversation renderer supports tables and escapes unsafe HTML', () => {
test('AI conversation renderer renders application detail action links as buttons', () => {
const rendered = renderAiConversationHtml([
- '| 单据类型 | 单据编号 | 单据状态 | 当前节点 | 操作 |',
- '| --- | --- | --- | --- | --- |',
- '| 出差申请 | AP-OVERLAP | 草稿 | 待提交 | [查看](#ai-open-application-detail:AP-OVERLAP) |'
+ '| 单据类型 | 单据编号 | 单据状态 | 当前节点 | 日期 | 地点 | 事由 | 操作 |',
+ '| --- | --- | --- | --- | --- | --- | --- | --- |',
+ '| 出差申请 | AP-OVERLAP | submitted | 直属领导审批 | 2026-02-20 至 2026-02-23 | 上海 | 辅助国网仿生产服务器部署 | [查看](#ai-open-application-detail:AP-OVERLAP) |'
].join('\n'))
- assert.match(rendered, /
${summaryHtml}
` : '',
+ '',
+ detailsHtml,
'
',
- '',
- hasMeaningfulTableValue(action) ? `${renderInlineHtml(action)}
` : '',
''
].join('')
}).filter(Boolean)
return [
- '',
+ '',
...items,
- '
'
+ ''
].join('')
}
diff --git a/web/src/utils/aiDocumentDetailReference.js b/web/src/utils/aiDocumentDetailReference.js
new file mode 100644
index 0000000..ede95a9
--- /dev/null
+++ b/web/src/utils/aiDocumentDetailReference.js
@@ -0,0 +1,141 @@
+import { isApplicationDocumentNo } from './documentClassification.js'
+
+export const AI_DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
+export const AI_APPLICATION_DETAIL_HREF_PREFIX = '#ai-open-application-detail:'
+
+const SHORT_BUSINESS_DOCUMENT_NO_PATTERN = /^(?:A|R|D)[A-HJ-NP-Z2-9]{8}$/
+const LEGACY_BUSINESS_DOCUMENT_NO_PATTERN = /^(?:AP|APP|RE|AD|EXP|CL|BX)-/
+
+function normalizeText(value = '') {
+ return String(value ?? '').trim()
+}
+
+export function isBusinessDocumentReference(value = '') {
+ const text = normalizeText(value)
+ return Boolean(
+ text &&
+ (
+ SHORT_BUSINESS_DOCUMENT_NO_PATTERN.test(text) ||
+ LEGACY_BUSINESS_DOCUMENT_NO_PATTERN.test(text)
+ )
+ )
+}
+
+function parseDetailReferencePayload(reference = '', options = {}) {
+ const text = normalizeText(reference)
+ if (!text) {
+ return null
+ }
+
+ const params = new URLSearchParams(text)
+ const claimId = normalizeText(params.get('claim_id') || params.get('claimId'))
+ const claimNo = normalizeText(
+ params.get('claim_no') ||
+ params.get('claimNo') ||
+ params.get('document_no') ||
+ params.get('documentNo')
+ )
+ const documentType = normalizeText(options.documentType)
+
+ if (claimId || claimNo) {
+ return {
+ reference: claimNo || claimId,
+ claimId,
+ claimNo,
+ ...(documentType ? { documentType } : {})
+ }
+ }
+
+ return {
+ reference: text,
+ ...(documentType ? { documentType } : {})
+ }
+}
+
+function parseAiDetailHref(href = '', prefix = '', options = {}) {
+ const value = normalizeText(href)
+ if (!value.startsWith(prefix)) {
+ return null
+ }
+ const encodedReference = value.slice(prefix.length)
+ if (!encodedReference) {
+ return null
+ }
+ try {
+ return parseDetailReferencePayload(decodeURIComponent(encodedReference), options)
+ } catch {
+ return parseDetailReferencePayload(encodedReference, options)
+ }
+}
+
+export function parseAiDocumentDetailHref(href = '') {
+ return parseAiDetailHref(href, AI_DOCUMENT_DETAIL_HREF_PREFIX)
+}
+
+export function parseAiApplicationDetailHref(href = '') {
+ return parseAiDetailHref(href, AI_APPLICATION_DETAIL_HREF_PREFIX, { documentType: 'application' })
+}
+
+function resolveExplicitClaimId(source = {}) {
+ const claimNo = normalizeText(source.claimNo || source.claim_no || source.documentNo || source.document_no)
+ const rawClaimId = normalizeText(source.claimId || source.claim_id || source.id)
+ if (!rawClaimId || rawClaimId === claimNo || isBusinessDocumentReference(rawClaimId)) {
+ return ''
+ }
+ return rawClaimId
+}
+
+export function buildAiDocumentDetailHref(source = {}, options = {}) {
+ const prefix = normalizeText(options.prefix) || AI_DOCUMENT_DETAIL_HREF_PREFIX
+ const claimId = resolveExplicitClaimId(source)
+ const claimNo = normalizeText(source.claimNo || source.claim_no || source.documentNo || source.document_no)
+ const fallback = normalizeText(source.reference)
+
+ if (claimId || claimNo) {
+ const params = new URLSearchParams()
+ if (claimId) {
+ params.set('claim_id', claimId)
+ }
+ if (claimNo) {
+ params.set('claim_no', claimNo)
+ }
+ return `${prefix}${encodeURIComponent(params.toString())}`
+ }
+
+ return fallback ? `${prefix}${encodeURIComponent(fallback)}` : ''
+}
+
+export function buildAiDocumentDetailRequest(detailReference = {}) {
+ const reference = normalizeText(detailReference.reference)
+ const explicitClaimId = resolveExplicitClaimId(detailReference)
+ const explicitClaimNo = normalizeText(
+ detailReference.claimNo ||
+ detailReference.claim_no ||
+ detailReference.documentNo ||
+ detailReference.document_no
+ )
+ const referenceIsBusinessNo = isBusinessDocumentReference(reference)
+ const claimId = explicitClaimId || (!referenceIsBusinessNo ? reference : '')
+ const claimNo = explicitClaimNo || (referenceIsBusinessNo ? reference : '')
+ const lookupReference = claimId || claimNo || reference
+ const displayReference = claimNo || reference || lookupReference
+ const documentTypeCode = normalizeText(
+ detailReference.documentTypeCode ||
+ detailReference.document_type_code ||
+ detailReference.documentType ||
+ detailReference.document_type
+ ).toLowerCase()
+ const isApplication = documentTypeCode === 'application' || isApplicationDocumentNo(displayReference)
+
+ return {
+ id: lookupReference,
+ claimId,
+ claimNo,
+ documentNo: displayReference,
+ documentType: isApplication ? 'application' : 'reimbursement',
+ documentTypeCode: isApplication ? 'application' : 'reimbursement',
+ detailLookupOnly: true,
+ source: 'workbench',
+ returnTo: 'workbench'
+ }
+}
diff --git a/web/src/utils/aiDocumentQueryModel.js b/web/src/utils/aiDocumentQueryModel.js
index 9cb63d5..89dd801 100644
--- a/web/src/utils/aiDocumentQueryModel.js
+++ b/web/src/utils/aiDocumentQueryModel.js
@@ -1,4 +1,5 @@
import { extractExpenseClaimItems } from '../services/reimbursements.js'
+import { buildAiDocumentDetailHref } from './aiDocumentDetailReference.js'
import { isApplicationDocumentNo } from './documentClassification.js'
const DOCUMENT_QUERY_LIMIT = 8
@@ -66,6 +67,14 @@ function normalizeText(value) {
return String(value ?? '').trim()
}
+function resolveStatusDisplayLabel(value = '') {
+ const text = normalizeText(value)
+ if (!text) {
+ return ''
+ }
+ return STATUS_LABELS[text.toLowerCase()] || text
+}
+
function escapeHtml(value = '') {
return String(value || '')
.replace(/&/g, '&')
@@ -279,9 +288,15 @@ function resolveSource(prompt) {
sourceLabel: '待我审核的单据'
}
}
+ if (/我名下|我发起|我提交|我创建|我的申请|我的报销/.test(text)) {
+ return {
+ source: 'mine',
+ sourceLabel: '我的单据'
+ }
+ }
return {
- source: 'mine',
- sourceLabel: '我的单据'
+ source: 'accessible',
+ sourceLabel: '我可见的单据'
}
}
@@ -323,6 +338,36 @@ function resolveClaimId(claim = {}) {
return normalizeText(claim.id || claim.claim_id || claim.claimId || resolveDocumentNo(claim))
}
+export function mergeAiDocumentQueryPayloads(...payloads) {
+ const records = []
+ const seen = new Set()
+
+ payloads.forEach((payload) => {
+ const querySource = normalizeText(payload?.querySource || payload?.aiQuerySource || payload?.ai_query_source)
+ extractExpenseClaimItems(payload).forEach((claim) => {
+ const normalizedClaim = querySource
+ ? { ...claim, ai_query_source: querySource }
+ : claim
+ const documentNo = resolveDocumentNo(normalizedClaim)
+ const claimId = resolveClaimId(normalizedClaim)
+ const documentType = resolveDocumentTypeCode(normalizedClaim)
+ const stableId = documentNo || claimId
+ if (!stableId) {
+ records.push(normalizedClaim)
+ return
+ }
+ const key = `${documentType}:${stableId}`
+ if (seen.has(key)) {
+ return
+ }
+ seen.add(key)
+ records.push(normalizedClaim)
+ })
+ })
+
+ return records
+}
+
function resolveDocumentTypeCode(claim = {}) {
const explicitType = normalizeText(
claim.document_type_code
@@ -346,7 +391,10 @@ function resolveDocumentTypeCode(claim = {}) {
function resolveStatusLabel(claim = {}) {
const key = normalizeText(claim.status || claim.state || claim.approval_status || claim.approvalStatus).toLowerCase()
- return normalizeText(claim.status_label || claim.statusLabel || claim.approval_stage || claim.approvalStage) || STATUS_LABELS[key] || '待确认'
+ const explicitLabel = resolveStatusDisplayLabel(
+ claim.status_label || claim.statusLabel || claim.approval_stage || claim.approvalStage
+ )
+ return explicitLabel || STATUS_LABELS[key] || '待确认'
}
// 状态语义化分类，驱动卡片着色：进行中 / 正向终态 / 需关注 / 异常终态
@@ -368,6 +416,28 @@ function resolveStatusKey(claim = {}) {
return normalizeText(claim.status || claim.state || claim.approval_status || claim.approvalStatus).toLowerCase()
}
+function resolveRecordQuerySource(claim = {}, intent = {}) {
+ return normalizeText(
+ claim.ai_query_source
+ || claim.aiQuerySource
+ || claim.querySource
+ || (intent.source === 'approval' ? 'approval' : '')
+ )
+}
+
+function isApprovalTaskClaim(claim = {}, intent = {}) {
+ return resolveRecordQuerySource(claim, intent) === 'approval'
+}
+
+function isPendingApprovalStatus(statusKey = '', statusLabel = '') {
+ const normalizedStatusKey = normalizeText(statusKey).toLowerCase()
+ const normalizedStatusLabel = normalizeText(statusLabel)
+ if (['approved', 'completed', 'archived', 'paid', 'rejected', 'returned', 'cancelled'].includes(normalizedStatusKey)) {
+ return false
+ }
+ return !/已审批|已批准|审批通过|已完成|已付款|已支付|已归档|已驳回|已退回|已拒绝|拒绝|取消/.test(normalizedStatusLabel)
+}
+
function resolveReason(claim = {}) {
return normalizeText(claim.reason || claim.business_reason || claim.description || claim.title || claim.note) || '未填写事由'
}
@@ -569,7 +639,7 @@ function toTimestamp(dateText) {
return date ? date.getTime() : 0
}
-function normalizeRecord(claim = {}) {
+function normalizeRecord(claim = {}, intent = {}) {
const documentType = resolveDocumentTypeCode(claim)
const documentNo = resolveDocumentNo(claim)
const date = resolveRecordDate(claim)
@@ -577,7 +647,13 @@ function normalizeRecord(claim = {}) {
const reason = resolveReason(claim)
const expenseTypeCode = resolveExpenseTypeCode(claim)
const typeLabel = resolveExpenseTypeLabel(claim)
- const statusLabel = resolveStatusLabel(claim)
+ const statusKey = resolveStatusKey(claim)
+ const rawStatusLabel = resolveStatusLabel(claim)
+ const querySource = resolveRecordQuerySource(claim, intent)
+ const isApprovalTask = isApprovalTaskClaim(claim, intent)
+ const statusLabel = isApprovalTask && isPendingApprovalStatus(statusKey, rawStatusLabel)
+ ? '待审批'
+ : rawStatusLabel
const ownerLabel = resolveOwnerLabel(claim)
const departmentLabel = resolveDepartmentLabel(claim)
const locationLabel = resolveLocationLabel(claim)
@@ -593,9 +669,11 @@ function normalizeRecord(claim = {}) {
time: resolveTimeLabel(claim, date),
dateKey: date,
updatedTime: updatedDate || '未显示',
- statusKey: resolveStatusKey(claim),
+ statusKey,
statusLabel,
statusTone: resolveStatusTone(statusLabel),
+ querySource,
+ isApprovalTask,
reason,
amountLabel: resolveAmountLabel(claim),
amountValue: resolveAmountValue(claim),
@@ -653,7 +731,7 @@ function matchesAmountFilter(record = {}, amountFilter = null) {
export function filterAiDocumentQueryRecords(claimsPayload, intent = {}) {
const rows = extractExpenseClaimItems(claimsPayload)
- .map((claim) => normalizeRecord(claim))
+ .map((claim) => normalizeRecord(claim, intent))
.filter((record) => (
!intent?.documentType ||
intent.documentType === 'all' ||
@@ -669,50 +747,62 @@ export function filterAiDocumentQueryRecords(claimsPayload, intent = {}) {
return rows
}
-function buildDocumentDetailHref(record = {}) {
- const reference = normalizeText(record.documentNo || record.claimNo || record.claimId || record.id)
- return reference ? `#ai-open-document-detail:${encodeURIComponent(reference)}` : ''
+function buildDocumentCardFieldHtml(label = '', value = '', options = {}) {
+ const text = normalizeText(value)
+ if (!text || text === '-') {
+ return ''
+ }
+ const valueClass = options.valueClass ? ` ${options.valueClass}` : ''
+ const fieldClass = options.fieldClass ? ` ${options.fieldClass}` : ''
+ return [
+ ``,
+ `${escapeHtml(label)}`,
+ `${escapeHtml(text)}`,
+ '
'
+ ].join('')
}
function buildDocumentCardHtml(record = {}) {
- const href = buildDocumentDetailHref(record)
+ const href = buildAiDocumentDetailHref(record)
const typeClass = record.documentType === 'application' ? 'application' : 'reimbursement'
+ const approvalTaskClass = record.isApprovalTask ? ' ai-document-card--approval-task' : ''
const statusTone = record.statusTone || 'is-pending'
const amountLabel = record.documentType === 'application' ? '预计金额' : '报销金额'
+ const documentTypeText = [record.documentTypeLabel, record.typeLabel].filter(Boolean).join(' · ')
+ const title = record.typeLabel || record.documentTypeLabel || record.reason || '单据详情'
const ownerText = [record.ownerLabel, record.departmentLabel]
.filter((item) => item && item !== '未显示')
.join(' · ') || '未显示'
+ const summaryHtml = [
+ buildDocumentCardFieldHtml('日期', record.time || '待补充'),
+ buildDocumentCardFieldHtml(amountLabel, record.amountLabel, { valueClass: 'ai-document-card__amount' })
+ ].join('')
+ const detailsHtml = [
+ buildDocumentCardFieldHtml('地点', record.locationLabel || '待补充'),
+ buildDocumentCardFieldHtml('单据编号', record.documentNo || '未编号单据', { valueClass: 'ai-document-card__number' }),
+ buildDocumentCardFieldHtml('事由', record.reason || '待补充'),
+ buildDocumentCardFieldHtml('申请人', ownerText),
+ [
+ ''
+ ].join(''),
+ buildDocumentCardFieldHtml('单据类型', documentTypeText)
+ ].join('')
return [
- `',
+ summaryHtml ? `
',
'${summaryHtml}
` : '',
'',
- '
',
'',
- '单据类型',
- `${escapeHtml(record.documentTypeLabel)} · ${escapeHtml(record.typeLabel)}`,
- '
',
- '',
- `${escapeHtml(amountLabel)}`,
- `${escapeHtml(record.amountLabel)}`,
- '
',
- '',
- '申请人',
- `${escapeHtml(ownerText)}`,
- '
',
- '',
- '单据编号',
- `${escapeHtml(record.documentNo || '未编号单据')}`,
- '
',
- '',
+ detailsHtml,
'/)
- assert.match(rendered, //)
- assert.match(rendered, /AP-OVERLAP<\/strong>/)
- assert.match(rendered, /class="ai-html-action-link ai-html-action-link-application"/)
+ assert.match(rendered, //)
+ assert.match(rendered, //)
+ assert.match(rendered, /出差申请<\/strong>/)
+ assert.match(rendered, /审批中<\/span>/)
+ assert.match(rendered, /
/)
+ assert.match(rendered, /日期<\/span>/)
+ assert.match(rendered, /2026-02-20 至 2026-02-23/)
+ assert.match(rendered, /当前节点<\/span>/)
+ assert.match(rendered, /直属领导审批/)
+ assert.match(rendered, /地点<\/span>/)
+ assert.match(rendered, /上海/)
+ assert.match(rendered, /事由<\/span>/)
+ assert.match(rendered, /辅助国网仿生产服务器部署/)
+ assert.match(rendered, /AP-OVERLAP<\/strong>/)
+ assert.match(rendered, /class="ai-html-action-link ai-document-card__action ai-html-action-link-application"/)
assert.match(rendered, /data-ai-action="open-application-detail"/)
assert.match(rendered, /href="#ai-open-application-detail:AP-OVERLAP"/)
assert.doesNotMatch(rendered, //)
+ assert.doesNotMatch(rendered, /ai-html-record-item/)
assert.doesNotMatch(rendered, /target="_blank"[\s\S]{0,120}#ai-open-application-detail/)
})
@@ -69,7 +81,7 @@ test('AI conversation renderer renders deleted application detail actions as dis
'| 出差申请 | AP-20260620-DRAFT | 已删除 | 已删除 | [草稿已删除](#ai-deleted-application-detail:claim-draft-1) |'
].join('\n'))
- assert.match(rendered, /class="ai-html-action-link ai-html-action-link-application is-disabled"/)
+ assert.match(rendered, /class="ai-html-action-link ai-document-card__action ai-html-action-link-application is-disabled"/)
assert.match(rendered, /aria-disabled="true"/)
assert.match(rendered, /data-ai-action="deleted-application-detail"/)
assert.doesNotMatch(rendered, /href="#ai-deleted-application-detail/)
@@ -82,12 +94,16 @@ test('AI conversation renderer turns application conflict tables into record lis
'| AP-20260620063557-4JU2MWEF | 2026-02-20 至 2026-02-23 | 审批中 | 辅助国网仿生产服务器部署 | [查看](#ai-open-application-detail:AP-20260620063557-4JU2MWEF) |'
].join('\n'))
- assert.match(rendered, /