feat: 扩展风险规则体系、审批动态路由与预算中心列表化改造

- 新增 25+ 条风险规则（预算/报销/申请/通用类），完善风险规则模拟与反馈发布机制 - 引入费用审批动态路由、平台风险分级、预审与风险阶段管理 - 预算中心列表化改造，优化票据夹仪表盘与数字员工工作看板 - 新增 Hermes 风险线索收集器、Agent 链路追踪中心 - 扩展数字员工能力库（18 个领域 Skill）与交通费用自动预估 - 完善报销申请快速预览、权限控制与前端测试覆盖
2026-06-01 17:07:14 +08:00
parent 7989f3a159
commit 92444e7eae
285 changed files with 25075 additions and 2986 deletions
--- a/web/src/components/audit/AuditAssetList.vue
+++ b/web/src/components/audit/AuditAssetList.vue
@@ -12,7 +12,18 @@
    :loading-message="`正在加载${activeTabLabel}资产`"
    loading-icon="mdi mdi-view-list-outline"
    :hint="hintText"
+    :show-pagination="!loading && !errorMessage && visibleSkills.length > 0"
+    :current-page="currentPage"
+    :page-size="pageSize"
+    :page-size-options="pageSizeOptions"
+    :pages="pageNumbers"
+    :show-page-size="true"
+    :summary="paginationSummary"
+    :total="visibleSkills.length"
+    :total-pages="totalPages"
    @update:active-tab="emit('update:activeType', $event)"
+    @update:current-page="currentPage = $event"
+    @update:page-size="changePageSize"
    @empty-action="emit('empty-action')"
  >
    <template #filters>
@@ -178,7 +189,7 @@
        </thead>
        <tbody>
          <tr
-            v-for="skill in visibleSkills"
+            v-for="skill in pagedSkills"
            :key="skill.id"
            :class="{ 'is-disabled': skill.usesJsonRiskRule && skill.statusValue === 'generating' }"
            @click="emit('open-asset-detail', skill)"
@@ -221,17 +232,11 @@
        </tbody>
      </table>
    </template>
-
-    <template #footer>
-      <footer v-if="!loading && !errorMessage && visibleSkills.length" class="list-foot">
-        <span class="page-summary">当前展示 {{ visibleSkills.length }} 条资产</span>
-      </footer>
-    </template>
  </EnterpriseListPage>
 </template>

 <script setup>
-import { computed } from 'vue'
+import { computed, ref, watch } from 'vue'

 import AuditPickerFilter from './AuditPickerFilter.vue'
 import EnterpriseListPage from '../shared/EnterpriseListPage.vue'
@@ -310,9 +315,66 @@ const shellTabs = computed(() =>
  }))
 )

+const currentPage = ref(1)
+const pageSize = ref(10)
+const pageSizeOptions = [10, 20, 50].map((size) => ({
+  label: `${size} 条/页`,
+  value: size
+}))
+const totalPages = computed(() => Math.max(1, Math.ceil(props.visibleSkills.length / pageSize.value)))
+const pagedSkills = computed(() => {
+  const start = (currentPage.value - 1) * pageSize.value
+  return props.visibleSkills.slice(start, start + pageSize.value)
+})
+const pageNumbers = computed(() => {
+  const total = totalPages.value
+  if (total <= 7) {
+    return Array.from({ length: total }, (_, index) => index + 1)
+  }
+  const start = Math.max(1, Math.min(currentPage.value - 3, total - 6))
+  return Array.from({ length: 7 }, (_, index) => start + index)
+})
+const paginationSummary = computed(() =>
+  `共 ${props.visibleSkills.length} 条，每页 ${pageSize.value} 条，当前第 ${currentPage.value} / ${totalPages.value} 页`
+)
+
+watch(
+  () => [
+    props.activeType,
+    props.keyword,
+    props.selectedDomain,
+    props.selectedOwner,
+    props.selectedRiskLevel,
+    props.selectedStatus,
+    props.selectedRiskScenario,
+    props.selectedOnlineState,
+    props.selectedEnabledState
+  ],
+  () => {
+    currentPage.value = 1
+  }
+)
+
+watch(
+  () => props.visibleSkills.length,
+  () => {
+    currentPage.value = Math.min(currentPage.value, totalPages.value)
+    if (currentPage.value < 1) {
+      currentPage.value = 1
+    }
+  },
+  { immediate: true }
+)
+
 function selectFilter(type, value) {
  emit('select-filter', type, value)
 }
+
+function changePageSize(size) {
+  const nextSize = Number(size) || 10
+  pageSize.value = nextSize
+  currentPage.value = 1
+}
 </script>

 <style scoped src="../../assets/styles/views/audit-view.css"></style>
--- a/web/src/components/audit/AuditRuleDialogs.vue
+++ b/web/src/components/audit/AuditRuleDialogs.vue
@@ -16,6 +16,30 @@
    @confirm="emit('submit-risk-rule-create')"
  >
    <div class="risk-rule-create-form">
+      <label class="span-2">
+        <span>常见规则模板</span>
+        <EnterpriseSelect
+          v-model="selectedRiskRuleTemplateId"
+          :options="riskRuleTemplateOptions"
+          :disabled="riskRuleCreateBusy || riskRuleTemplatesLoading"
+          :placeholder="riskRuleTemplatesLoading ? '模板加载中...' : '可选：从常见规则预填'"
+          clearable
+          filterable
+          @change="applyRiskRuleTemplate"
+        />
+      </label>
+      <div v-if="selectedRiskRuleTemplate" class="risk-rule-template-preview span-2">
+        <div class="risk-rule-template-preview__head">
+          <strong>{{ selectedRiskRuleTemplate.title }}</strong>
+          <span>{{ selectedRiskRuleTemplate.group_label }}</span>
+        </div>
+        <p>{{ selectedRiskRuleTemplate.description }}</p>
+        <small>字段：{{ formatTemplateFields(selectedRiskRuleTemplate.fields) }}</small>
+        <small>模板只预填规则文本，提交后仍走通用自然语言生成链路。</small>
+      </div>
+      <p v-else-if="riskRuleTemplateLoadFailed" class="risk-rule-template-note span-2">
+        常见模板暂时加载失败，可以继续手动编写规则。
+      </p>
      <label>
        <span>业务环节</span>
        <EnterpriseSelect
@@ -72,9 +96,9 @@
    badge="规则维护"
    badge-tone="info"
    :title="riskRuleEditMode === 'revision' ? '创建修订版本' : '编辑风险规则'"
-    :description="riskRuleEditMode === 'revision' ? '已上线规则不会被直接覆盖，系统会先创建一个新的修订草稿。' : '未上线规则可以直接调整标题、费用领域、附件要求和自然语言描述。'"
+    :description="riskRuleEditMode === 'revision' ? '已上线规则不会被直接覆盖，系统会先创建一个新的修订草稿并重新生成执行模板。' : '未上线规则可以直接调整标题、费用领域、附件要求和自然语言描述，并同步重新生成执行模板。'"
    cancel-text="取消"
-    :confirm-text="riskRuleEditMode === 'revision' ? '创建修订' : '保存草稿'"
+    :confirm-text="riskRuleEditMode === 'revision' ? '创建并生成' : '保存并生成'"
    busy-text="保存中..."
    confirm-tone="primary"
    confirm-icon="mdi mdi-content-save-outline"
@@ -280,10 +304,11 @@
 </template>

 <script setup>
-import { computed } from 'vue'
+import { computed, ref, watch } from 'vue'
 import ConfirmDialog from '../shared/ConfirmDialog.vue'
 import EnterpriseSelect from '../shared/EnterpriseSelect.vue'
 import RiskRuleTestDialog from '../shared/RiskRuleTestDialog.vue'
+import { fetchRiskRuleTemplates } from '../../services/agentAssets.js'

 defineOptions({
  name: 'AuditRuleDialogs'
@@ -354,7 +379,123 @@ const reviewSubmitReviewerModel = computed({
  get: () => props.reviewSubmitReviewer,
  set: (value) => emit('update:reviewSubmitReviewer', value)
 })
+
+const riskRuleTemplateGroups = ref([])
+const riskRuleTemplatesLoading = ref(false)
+const riskRuleTemplateLoadFailed = ref(false)
+const selectedRiskRuleTemplateId = ref('')
+
+const flatRiskRuleTemplates = computed(() =>
+  riskRuleTemplateGroups.value.flatMap((group) => group.templates || [])
+)
+const riskRuleTemplateOptions = computed(() =>
+  flatRiskRuleTemplates.value.map((template) => ({
+    value: template.template_id,
+    label: `${template.group_label} / ${template.title}`
+  }))
+)
+const selectedRiskRuleTemplate = computed(() =>
+  flatRiskRuleTemplates.value.find((template) => template.template_id === selectedRiskRuleTemplateId.value) || null
+)
+
+watch(
+  () => props.riskRuleCreateOpen,
+  (open) => {
+    if (!open) {
+      selectedRiskRuleTemplateId.value = ''
+      return
+    }
+    loadRiskRuleTemplates()
+  }
+)
+
+async function loadRiskRuleTemplates() {
+  if (riskRuleTemplateGroups.value.length || riskRuleTemplatesLoading.value) {
+    return
+  }
+  riskRuleTemplatesLoading.value = true
+  riskRuleTemplateLoadFailed.value = false
+  try {
+    riskRuleTemplateGroups.value = await fetchRiskRuleTemplates()
+  } catch {
+    riskRuleTemplateLoadFailed.value = true
+  } finally {
+    riskRuleTemplatesLoading.value = false
+  }
+}
+
+function applyRiskRuleTemplate(templateId) {
+  const template = flatRiskRuleTemplates.value.find((item) => item.template_id === templateId)
+  if (!template || !props.riskRuleCreateForm) {
+    return
+  }
+
+  props.riskRuleCreateForm.business_domain = template.business_domain || 'expense'
+  props.riskRuleCreateForm.business_stage = template.business_stage || 'reimbursement'
+  props.riskRuleCreateForm.expense_category = template.expense_category || props.riskRuleCreateForm.expense_category
+  props.riskRuleCreateForm.rule_title = template.title || ''
+  props.riskRuleCreateForm.requires_attachment = Boolean(template.requires_attachment)
+  props.riskRuleCreateForm.natural_language = template.natural_language || ''
+}
+
+function formatTemplateFields(fields = []) {
+  const labels = fields.map((field) => field.display || field.label || field.key).filter(Boolean)
+  if (!labels.length) {
+    return '未配置字段'
+  }
+  if (labels.length <= 4) {
+    return labels.join('、')
+  }
+  return `${labels.slice(0, 4).join('、')} 等 ${labels.length} 项`
+}
 </script>

 <style scoped src="../../assets/styles/views/audit-view.css"></style>
 <style scoped src="../../assets/styles/views/audit-view-part2.css"></style>
+<style scoped>
+.risk-rule-create-form > .span-2 {
+  grid-column: 1 / -1;
+}
+
+.risk-rule-template-preview {
+  display: grid;
+  gap: 7px;
+  padding: 12px;
+  border: 1px solid #dbe5ef;
+  border-radius: 6px;
+  background: #f8fafc;
+}
+
+.risk-rule-template-preview__head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+}
+
+.risk-rule-template-preview__head strong {
+  min-width: 0;
+  color: #0f172a;
+  font-size: 13px;
+  font-weight: 850;
+}
+
+.risk-rule-template-preview__head span,
+.risk-rule-template-preview small,
+.risk-rule-template-note {
+  color: #64748b;
+  font-size: 12px;
+  line-height: 1.55;
+}
+
+.risk-rule-template-preview p {
+  margin: 0;
+  color: #334155;
+  font-size: 12px;
+  line-height: 1.6;
+}
+
+.risk-rule-template-note {
+  margin: 0;
+}
+</style>
--- a/web/src/components/audit/DigitalEmployeeListPanel.vue
+++ b/web/src/components/audit/DigitalEmployeeListPanel.vue
@@ -9,8 +9,9 @@
    :show-pagination="!loading && !errorMessage && visibleEmployees.length > 0"
    :current-page="currentPage"
    :page-size="pageSize"
+    :page-size-options="pageSizeOptions"
    :pages="pageNumbers"
-    :show-page-size="false"
+    :show-page-size="true"
    :summary="paginationSummary"
    :total="visibleEmployees.length"
    :total-pages="totalPages"
@@ -18,6 +19,8 @@
    loading-message="正在加载数字员工资产"
    loading-icon="mdi mdi-view-list-outline"
    @update:current-page="currentPage = $event"
+    @update:page-size="pageSize = $event"
+    @page-size-change="changePageSize"
  >
    <template #filters>
      <label class="list-search">
@@ -43,6 +46,19 @@
        @select="selectFilter('status', $event)"
      />

+      <AuditPickerFilter
+        id="skillCategory"
+        title="选择技能类型"
+        close-label="关闭技能类型选择"
+        :active-filter-popover="activeFilterPopover"
+        :label="selectedSkillCategoryLabel"
+        :options="skillCategoryOptions"
+        :selected-value="selectedSkillCategory"
+        @toggle="emit('toggle-filter-popover', $event)"
+        @close="emit('close-filter-popover')"
+        @select="selectFilter('skillCategory', $event)"
+      />
+
      <AuditPickerFilter
        id="enabled"
        title="选择启动状态"
@@ -172,6 +188,9 @@ const props = defineProps({
  selectedStatus: { type: String, default: '' },
  selectedStatusLabel: { type: String, default: '' },
  statusOptions: { type: Array, default: () => [] },
+  selectedSkillCategory: { type: String, default: '' },
+  selectedSkillCategoryLabel: { type: String, default: '' },
+  skillCategoryOptions: { type: Array, default: () => [] },
  selectedEnabledState: { type: String, default: '' },
  selectedEnabledLabel: { type: String, default: '' },
  enabledStateOptions: { type: Array, default: () => [] },
@@ -195,11 +214,16 @@ const emit = defineEmits([
 ])

 const currentPage = ref(1)
-const pageSize = 20
-const totalPages = computed(() => Math.max(1, Math.ceil(props.visibleEmployees.length / pageSize)))
+const pageSize = ref(10)
+const pageSizeOptions = [
+  { label: '10 条/页', value: 10 },
+  { label: '20 条/页', value: 20 },
+  { label: '50 条/页', value: 50 }
+]
+const totalPages = computed(() => Math.max(1, Math.ceil(props.visibleEmployees.length / pageSize.value)))
 const pagedEmployees = computed(() => {
-  const start = (currentPage.value - 1) * pageSize
-  return props.visibleEmployees.slice(start, start + pageSize)
+  const start = (currentPage.value - 1) * pageSize.value
+  return props.visibleEmployees.slice(start, start + pageSize.value)
 })
 const pageNumbers = computed(() => {
  const total = totalPages.value
@@ -210,7 +234,7 @@ const pageNumbers = computed(() => {
  return Array.from({ length: 7 }, (_, index) => start + index)
 })
 const paginationSummary = computed(() =>
-  `共 ${props.visibleEmployees.length} 条，目前第 ${currentPage.value} / ${totalPages.value} 页`
+  `共 ${props.visibleEmployees.length} 条，每页 ${pageSize.value} 条，目前第 ${currentPage.value} / ${totalPages.value} 页`
 )
 const emptyState = {
  eyebrow: '数字员工',
@@ -223,7 +247,13 @@ const emptyState = {
 }

 watch(
-  () => [props.keyword, props.selectedStatus, props.selectedEnabledState, props.selectedExecutionMode],
+  () => [
+    props.keyword,
+    props.selectedStatus,
+    props.selectedSkillCategory,
+    props.selectedEnabledState,
+    props.selectedExecutionMode
+  ],
  () => {
    currentPage.value = 1
  }
@@ -243,6 +273,11 @@ watch(
 function selectFilter(type, value) {
  emit('select-filter', type, value)
 }
+
+function changePageSize(size) {
+  pageSize.value = Number(size) || 10
+  currentPage.value = 1
+}
 </script>

 <style scoped src="../../assets/styles/views/digital-employees-view.css"></style>
--- a/web/src/components/audit/DigitalEmployeeRunProducts.vue
+++ b/web/src/components/audit/DigitalEmployeeRunProducts.vue
@@ -110,6 +110,62 @@
        <p v-else class="run-product-inline-empty">本次运行没有生成新的风险观察。</p>
      </section>

+      <section v-else-if="productKind === 'risk_clue'" class="run-product-section">
+        <div class="run-product-section-head">
+          <h4>待复核线索</h4>
+          <span>{{ riskClues.length }} 条</span>
+        </div>
+        <div v-if="riskClues.length" class="run-product-observation-list">
+          <article
+            v-for="item in riskClues"
+            :key="item.clue_id || item.clueId"
+            class="run-product-observation"
+          >
+            <div class="run-product-observation-head">
+              <span class="risk-level-pill" :class="item.risk_level || item.riskLevel">
+                {{ formatRiskLevel(item.risk_level || item.riskLevel) }}
+              </span>
+              <strong>{{ item.title || formatSignal(item.risk_signal || item.riskSignal) }}</strong>
+              <b>{{ formatConfidence(item.confidence_score ?? item.confidenceScore) }}</b>
+            </div>
+            <p>{{ item.summary || '该线索需要人工复核事实和证据。' }}</p>
+            <div class="run-product-tags">
+              <span>单据：{{ item.claim_no || item.claimNo || '-' }}</span>
+              <span>状态：待人工复核</span>
+              <span v-if="item.observation_key || item.observationKey">
+                观察：{{ item.observation_key || item.observationKey }}
+              </span>
+              <span v-if="item.feedback_status || item.feedbackStatus">
+                反馈：{{ formatFeedbackStatus(item.feedback_status || item.feedbackStatus) }}
+              </span>
+              <span>规则命中：{{ (item.rule_hits || item.ruleHits || []).length }}</span>
+              <span>证据：{{ (item.evidence_refs || item.evidenceRefs || []).length }}</span>
+            </div>
+            <p v-if="item.review_reason || item.reviewReason" class="run-product-muted-copy">
+              {{ item.review_reason || item.reviewReason }}
+            </p>
+            <p v-if="item.next_action || item.nextAction" class="run-product-muted-copy">
+              {{ item.next_action || item.nextAction }}
+            </p>
+          </article>
+        </div>
+        <p v-else class="run-product-inline-empty">本次运行没有整理出待复核线索。</p>
+
+        <div v-if="feedbackRows.length" class="run-product-feedback-panel">
+          <div class="run-product-section-head compact">
+            <h4>反馈样本</h4>
+            <span>{{ feedbackTotal }} 条</span>
+          </div>
+          <ul class="run-product-feedback-list">
+            <li v-for="item in feedbackRows" :key="item.feedback_id || item.feedbackId">
+              <strong>{{ formatFeedbackStatus(item.feedback_type || item.feedbackType) }}</strong>
+              <span>{{ item.observation_key || item.observationKey || '未关联观察' }}</span>
+              <em>{{ item.actor || '系统' }}</em>
+            </li>
+          </ul>
+        </div>
+      </section>
+
      <section v-else-if="productKind === 'employee_profile'" class="run-product-section">
        <div class="run-product-section-head">
          <h4>画像快照</h4>
@@ -180,6 +236,9 @@ const productSubtitle = computed(() => {
  if (productKind.value === 'knowledge') {
    return '展示本次知识制度整理任务的入队结果与处理范围。'
  }
+  if (productKind.value === 'risk_clue') {
+    return '展示本次任务归集的事实、规则命中和待人工复核线索。'
+  }
  return '展示本次数字员工任务产生的结构化结果。'
 })
 const productBadge = computed(() => {
@@ -192,8 +251,23 @@ const productBadge = computed(() => {
  if (productKind.value === 'knowledge') {
    return '知识整理'
  }
+  if (productKind.value === 'risk_clue') {
+    return '线索归集'
+  }
  return taskLabel.value
 })
+const riskClues = computed(() =>
+  Array.isArray(summary.value.risk_clues) ? summary.value.risk_clues : []
+)
+const feedbackSummary = computed(() =>
+  summary.value.feedback_summary && typeof summary.value.feedback_summary === 'object'
+    ? summary.value.feedback_summary
+    : {}
+)
+const feedbackRows = computed(() =>
+  Array.isArray(feedbackSummary.value.recent) ? feedbackSummary.value.recent.slice(0, 6) : []
+)
+const feedbackTotal = computed(() => Number(feedbackSummary.value.total || feedbackRows.value.length || 0))
 const documentCount = computed(() =>
  Array.isArray(summary.value.document_ids) ? summary.value.document_ids.length : 0
 )
@@ -223,6 +297,14 @@ const metrics = computed(() => {
      buildMetric('后台 Run ID', payload.agent_run_id || '-')
    ]
  }
+  if (productKind.value === 'risk_clue') {
+    return [
+      buildMetric('事实', payload.fact_count ?? (payload.facts || []).length),
+      buildMetric('规则命中', payload.rule_hit_count ?? (payload.rule_hits || []).length),
+      buildMetric('待复核线索', payload.risk_clue_count ?? riskClues.value.length),
+      buildMetric('反馈样本', feedbackTotal.value)
+    ]
+  }
  return []
 })

@@ -387,6 +469,31 @@ function formatRiskLevel(value) {
  return labels[String(value || '').trim()] || '未知风险'
 }

+function formatConfidence(value) {
+  const numericValue = Number(value || 0)
+  if (!Number.isFinite(numericValue) || numericValue <= 0) {
+    return '-'
+  }
+  return `${Math.round(numericValue * 100)}%`
+}
+
+function formatFeedbackStatus(value) {
+  const labels = {
+    unreviewed: '未复核',
+    pending_review: '待复核',
+    confirm: '已确认',
+    confirmed: '已确认',
+    false_positive: '误报',
+    ignore: '已忽略',
+    ignored: '已忽略',
+    resolve: '已处理',
+    resolved: '已处理',
+    comment: '备注'
+  }
+  const normalized = String(value || '').trim()
+  return labels[normalized] || normalized || '未复核'
+}
+
 function formatSignal(value) {
  const labels = {
    duplicate_invoice: '重复发票',
--- a/web/src/components/audit/DigitalEmployeeWorkRecords.vue
+++ b/web/src/components/audit/DigitalEmployeeWorkRecords.vue
@@ -270,6 +270,10 @@
            <span>返回工作记录列表</span>
          </button>
          <div class="detail-action-group">
+            <button class="minor-action" type="button" :disabled="!selectedRunDetail?.run_id" @click="openTraceCenter">
+              <i class="mdi mdi-timeline-text-outline"></i>
+              <span>查看 Trace</span>
+            </button>
            <button class="minor-action" type="button" :disabled="detailLoading" @click="reloadSelectedDetail">
              <i class="mdi mdi-refresh"></i>
              <span>{{ detailLoading ? '刷新中...' : '刷新详情' }}</span>
@@ -283,6 +287,7 @@

 <script setup>
 import { computed, onBeforeUnmount, onMounted, ref, watch } from 'vue'
+import { useRouter } from 'vue-router'

 import AuditPickerFilter from './AuditPickerFilter.vue'
 import DigitalEmployeeRunProducts from './DigitalEmployeeRunProducts.vue'
@@ -317,6 +322,7 @@ const props = defineProps({
 const emit = defineEmits(['summary-change', 'detail-open-change', 'detail-topbar-change'])

 const { toast } = useToast()
+const router = useRouter()
 const runs = ref([])
 const loading = ref(false)
 const errorMessage = ref('')
@@ -607,6 +613,14 @@ function closeWorkRecordDetail() {
  detailError.value = ''
 }

+function openTraceCenter() {
+  const runId = String(selectedRunDetail.value?.run_id || selectedRunId.value || '').trim()
+  if (!runId) {
+    return
+  }
+  router.push({ name: 'app-settings', query: { section: 'agentTraces', run_id: runId } })
+}
+
 watch(
  () => props.focusRunId,
  (runId) => {