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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

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- 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
This commit is contained in:
caoxiaozhu
2026-06-01 17:07:14 +08:00
parent 7989f3a159
commit 92444e7eae
285 changed files with 25075 additions and 2986 deletions
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313
web/src/views/scripts/TravelRequestDetailView.js
View File

@@ -7,7 +7,7 @@ import ConfirmDialog from '../../components/shared/ConfirmDialog.vue'
import TravelRequestApprovalDialog from '../../components/travel/TravelRequestApprovalDialog.vue'
import TravelRequestBudgetAnalysis from '../../components/travel/TravelRequestBudgetAnalysis.vue'
import TravelRequestDeleteDialog from '../../components/travel/TravelRequestDeleteDialog.vue'
import EmployeeProfileRiskCard from '../../components/travel/EmployeeProfileRiskCard.vue'
import StageRiskAdviceCard from '../../components/travel/StageRiskAdviceCard.vue'
import RiskObservationEvidenceCard from '../../components/travel/RiskObservationEvidenceCard.vue'
import TravelRequestReturnDialog from '../../components/travel/TravelRequestReturnDialog.vue'
import {
@@ -16,9 +16,9 @@ import {
deleteExpenseClaimItem,
deleteExpenseClaimItemAttachment,
deleteExpenseClaim,
fetchEmployeeLatestProfile,
fetchExpenseClaimItemAttachmentMeta,
fetchExpenseClaimItemAttachmentPreview,
preReviewExpenseClaim,
returnExpenseClaim,
submitExpenseClaim,
uploadExpenseClaimItemAttachment,
@@ -35,6 +35,10 @@ import {
isCurrentRequestApplicant,
isFinanceUser
} from '../../utils/accessControl.js'
import {
buildRiskViewerContext,
filterRiskCardsForVisibility
} from '../../utils/riskVisibility.js'
import {
buildLeaderApprovalEvents,
buildLeaderApprovalInfo,
@@ -52,6 +56,7 @@ import {
buildClaimSummaryRiskCards,
buildItemClaimRiskState,
extractRiskTagsFromText,
filterRiskCardsByBusinessStage,
normalizeRiskTone,
resolveRiskTags
} from './travelRequestDetailInsights.js'
@@ -78,6 +83,17 @@ import {
resolveExpenseReasonPlaceholder,
resolveExpenseUploadHint
} from './travelRequestDetailExpenseModel.js'
import {
buildAiPreReviewSnapshot,
findLatestAiPreReviewEvent,
isAiPreReviewFlag,
isAiPreReviewPassed,
resolveAiPreReviewToast,
resolveSubmitActionIcon,
resolveSubmitActionLabel,
resolveSubmitConfirmDescription,
resolveSubmitConfirmText
} from './travelRequestDetailPreReviewModel.js'
import { useTravelRequestPaymentFlow } from './travelRequestDetailPaymentFlow.js'
/*
@@ -377,7 +393,7 @@ export default {
components: {
ConfirmDialog,
EnterpriseSelect,
EmployeeProfileRiskCard,
StageRiskAdviceCard,
RiskObservationEvidenceCard,
TravelRequestApprovalDialog,
TravelRequestBudgetAnalysis,
@@ -410,6 +426,8 @@ export default {
const deletingExpenseId = ref('')
const pendingUploadExpenseId = ref('')
const submitBusy = ref(false)
const aiPreReviewSnapshot = ref(null)
const riskFlagPreviewSnapshot = ref(null)
const submitConfirmDialogOpen = ref(false)
const riskOverrideDialogOpen = ref(false)
const riskOverrideBusy = ref(false)
@@ -441,10 +459,6 @@ export default {
})
const detailNoteEditor = ref('')
const savingDetailNote = ref(false)
const employeeRiskProfile = ref(null)
const employeeRiskProfileLoading = ref(false)
const employeeRiskProfileError = ref('')
let employeeRiskProfileLoadSeq = 0
const request = computed(() => {
const normalized = normalizeRequestForUi(props.request)
@@ -496,7 +510,10 @@ export default {
if (isArchivedRequest.value) {
return canDeleteArchivedExpenseClaims(currentUser.value)
}
return isEditableRequest.value || canManageCurrentClaim.value
if (canManageCurrentClaim.value) {
return true
}
return isEditableRequest.value && isCurrentApplicant.value
})
const isDirectManagerApprovalStage = computed(() => {
const node = String(request.value.node || request.value.approvalStage || '').trim()
@@ -533,29 +550,6 @@ export default {
&& canApproveBudgetExpenseApplications(currentUser.value, request.value)
&& !isCurrentApplicant.value
))
const employeeProfileId = computed(() =>
String(
request.value.employeeId
|| request.value.employee_id
|| request.value.profileEmployeeId
|| ''
).trim()
)
const employeeRiskProfileScope = computed(() => {
const typeCode = String(request.value.typeCode || request.value.expense_type || '').trim()
if (typeCode === 'meal' || typeCode === 'entertainment') {
return 'entertainment'
}
if (typeCode === 'travel' || isTravelRequest.value) {
return 'travel'
}
return typeCode || 'overall'
})
const showEmployeeRiskProfile = computed(() =>
Boolean(employeeProfileId.value)
&& Boolean(request.value.claimId)
&& !isDraftRequest.value
)
const canReturnRequest = computed(() => {
if (request.value.approvalKey !== 'in_progress' || !request.value.claimId || !canReturnExpenseClaims(currentUser.value)) {
return false
@@ -581,6 +575,25 @@ export default {
|| canProcessBudgetApprovalStage.value
)
)
const canViewApprovalRiskAdvice = computed(() => (
Boolean(request.value.claimId)
&& !isDraftRequest.value
&& !isCurrentApplicant.value
&& (canReturnRequest.value || canApproveRequest.value)
))
const showStageRiskAdvice = computed(() => canViewApprovalRiskAdvice.value)
const riskViewerContext = computed(() => buildRiskViewerContext({
request: request.value,
currentUser: currentUser.value,
businessStage: isApplicationDocument.value ? 'expense_application' : 'reimbursement',
isApplicationDocument: isApplicationDocument.value,
isCurrentApplicant: isCurrentApplicant.value,
isBudgetReviewer: canProcessBudgetApprovalStage.value,
isDirectManagerReviewer: isCurrentDirectManagerApprover.value,
isFinanceReviewer: canProcessFinanceApprovalStage.value,
isAdminViewer: canManageCurrentClaim.value,
canViewApprovalRiskAdvice: canViewApprovalRiskAdvice.value
}))
const {
canPayRequest,
closePayConfirmDialog,
@@ -628,7 +641,7 @@ export default {
if (isBudgetApprovalStage.value) {
return '不填写附加意见则默认同意，确认后会归档申请单并生成报销草稿。'
}
return isApplicationDocument.value ? '不填写附加意见则默认同意，确认后会流转至预算管理者审批。' : '不填写附加意见则默认同意，审批通过后将流转至财务审批。'
return isApplicationDocument.value ? '不填写附加意见则默认同意，确认后系统会按预算与风险结果决定下一步：无风险且预算充足将直接完成申请，否则进入预算管理者审批。' : '不填写附加意见则默认同意，审批通过后将流转至财务审批。'
})
const approvalConfirmBadge = computed(() => {
if (isFinanceApprovalStage.value) {
@@ -643,7 +656,7 @@ export default {
if (isApplicationDocument.value) {
return isBudgetApprovalStage.value
? '确认后该申请单会完成预算审核，归档申请单，并自动进入申请人的报销草稿中。'
: '确认后该申请单会完成直属领导审批，并流转给预算管理者进一步审核。'
: '确认后该申请单会完成直属领导审批，系统将按预算余额、当前风险和历史风险判断是否需要预算管理者复核；无风险且预算充足会直接完成申请并生成报销草稿。'
}
return '确认后该报销单会从直属领导审批流转到财务审批，请确认申请信息与领导意见无误。'
})
@@ -666,7 +679,7 @@ export default {
return isApplicationDocument.value
? isBudgetApprovalStage.value
? `${request.value.id} 已完成预算审核，正在生成报销草稿。`
: `${request.value.id} 已确认审核，已流转至预算管理者审批。`
: `${request.value.id} 已确认审核，系统已按预算与风险结果更新流程。`
: `${request.value.id} 已审批通过，流转至财务审批。`
})
const deleteActionLabel = computed(() => (isDraftRequest.value ? '删除草稿' : '删除单据'))
@@ -713,6 +726,7 @@ export default {
Object.keys(expenseAttachmentMeta).forEach((key) => {
delete expenseAttachmentMeta[key]
})
aiPreReviewSnapshot.value = null
closeAttachmentPreview()
}
pendingUploadExpenseId.value = ''
@@ -724,19 +738,6 @@ export default {
{ immediate: true }
)
watch(
() => [
employeeProfileId.value,
request.value.claimId,
employeeRiskProfileScope.value,
showEmployeeRiskProfile.value
],
() => {
void loadEmployeeRiskProfile()
},
{ immediate: true }
)
const heroFactItems = computed(() => [
{
key: 'document',
@@ -846,6 +847,12 @@ export default {
},
{ immediate: true }
)
watch(
() => request.value.claimId,
() => {
riskFlagPreviewSnapshot.value = null
}
)
const draftBlockingIssues = computed(() =>
isEditableRequest.value ? buildDraftBlockingIssues(request.value, expenseItems.value) : []
)
@@ -907,7 +914,25 @@ export default {
function resolveClaimRiskFlags() {
const flags = request.value?.riskFlags || request.value?.risk_flags_json || []
return Array.isArray(flags) ? flags : []
let requestFlags = Array.isArray(flags) ? flags : []
const previewSnapshot = riskFlagPreviewSnapshot.value
if (
previewSnapshot
&& previewSnapshot.claimId === request.value?.claimId
&& Array.isArray(previewSnapshot.riskFlags)
) {
requestFlags = previewSnapshot.riskFlags
}
const snapshot = aiPreReviewSnapshot.value
if (
snapshot
&& snapshot.claimId === request.value?.claimId
&& Array.isArray(snapshot.riskFlags)
&& !requestFlags.some(isAiPreReviewFlag)
) {
return snapshot.riskFlags
}
return requestFlags
}
function resolveAttachmentDisplayName(item) {
@@ -953,38 +978,6 @@ export default {
return payload
}
async function loadEmployeeRiskProfile() {
const sequence = ++employeeRiskProfileLoadSeq
employeeRiskProfileError.value = ''
if (!showEmployeeRiskProfile.value) {
employeeRiskProfile.value = null
employeeRiskProfileLoading.value = false
return
}
employeeRiskProfileLoading.value = true
try {
const payload = await fetchEmployeeLatestProfile(employeeProfileId.value, {
scene: 'approval',
claim_id: request.value.claimId,
window_days: 90,
expense_type_scope: employeeRiskProfileScope.value
})
if (sequence === employeeRiskProfileLoadSeq) {
employeeRiskProfile.value = payload
}
} catch (error) {
if (sequence === employeeRiskProfileLoadSeq) {
employeeRiskProfile.value = null
employeeRiskProfileError.value = error?.message || '画像读取失败，请稍后重试。'
}
} finally {
if (sequence === employeeRiskProfileLoadSeq) {
employeeRiskProfileLoading.value = false
}
}
}
function canPreviewAttachment(item) {
if (!item?.invoiceId) {
return false
@@ -1100,23 +1093,66 @@ export default {
return summary ? `重大风险警示：${summary}` : '重大风险警示'
}
function applyAiPreReviewPayload(payload) {
aiPreReviewSnapshot.value = buildAiPreReviewSnapshot(payload, request.value.claimId)
}
function applyClaimRiskFlagsPayload(payload) {
const flags = Array.isArray(payload?.claim_risk_flags)
? payload.claim_risk_flags
: Array.isArray(payload?.claimRiskFlags)
? payload.claimRiskFlags
: null
if (!flags) {
return
}
riskFlagPreviewSnapshot.value = {
claimId: request.value.claimId,
riskFlags: flags
}
}
const requiresAiPreReview = computed(() => isEditableRequest.value && !isApplicationDocument.value)
const aiPreReviewEvent = computed(() => findLatestAiPreReviewEvent(resolveClaimRiskFlags()))
const hasAiPreReviewResult = computed(() => !requiresAiPreReview.value || Boolean(aiPreReviewEvent.value))
const aiPreReviewPassed = computed(() =>
isAiPreReviewPassed(aiPreReviewEvent.value, requiresAiPreReview.value)
)
const aiAdvice = computed(() => {
const completionItems = isEditableRequest.value
? draftBlockingIssues.value.map(mapIssueToAdvice).filter(Boolean)
: []
const directRiskCards = buildAttachmentRiskCards({
expenseItems: expenseItems.value,
attachmentMetaByItemId: expenseAttachmentMeta,
claimRiskFlags: resolveClaimRiskFlags()
})
const currentBusinessStage = isApplicationDocument.value ? 'expense_application' : 'reimbursement'
const directRiskCards = filterRiskCardsByBusinessStage(
buildAttachmentRiskCards({
expenseItems: expenseItems.value,
attachmentMetaByItemId: expenseAttachmentMeta,
claimRiskFlags: resolveClaimRiskFlags(),
businessStage: currentBusinessStage
}),
currentBusinessStage
)
const hasActionableRiskCards = directRiskCards.some(
(card) => ['medium', 'high'].includes(normalizeRiskTone(card?.tone))
)
const riskCards = [
...(hasActionableRiskCards ? [] : buildClaimSummaryRiskCards(request.value)),
const summaryRiskCards = filterRiskCardsByBusinessStage(
buildClaimSummaryRiskCards({
...(request.value || {}),
businessStage: currentBusinessStage
}),
currentBusinessStage
)
const optionalRiskCards = filterRiskCardsByBusinessStage(
buildOptionalTravelReceiptRiskCards(request.value, expenseItems.value),
currentBusinessStage
)
const scopedRiskCards = [
...(hasActionableRiskCards ? [] : summaryRiskCards),
...directRiskCards,
...buildOptionalTravelReceiptRiskCards(request.value, expenseItems.value)
...optionalRiskCards
]
const riskCards = filterRiskCardsForVisibility(scopedRiskCards, riskViewerContext.value)
return buildAiAdviceViewModel({
completionItems,
@@ -1124,13 +1160,54 @@ export default {
})
})
const showAiAdvicePanel = computed(() => isEditableRequest.value || aiAdvice.value.riskCards.length > 0)
const aiAdviceTitle = computed(() => (isEditableRequest.value ? 'AI建议' : 'AI提示'))
const aiAdviceHint = computed(() => (
isEditableRequest.value
? '按建议顺序补齐信息或处理风险后，再发起审批。'
: '展示系统已识别的风险点，便于审批和后续整改。'
const hasVisibleRiskCards = computed(() =>
aiAdvice.value.riskCards.some((card) => ['medium', 'high'].includes(normalizeRiskTone(card?.tone)))
)
const hasAdviceSections = computed(() => aiAdvice.value.sections.length > 0)
const showAiAdvicePanel = computed(() => (
(
isEditableRequest.value
&& (
(requiresAiPreReview.value && hasAiPreReviewResult.value)
|| hasAdviceSections.value
)
)
|| (!isEditableRequest.value && canViewApprovalRiskAdvice.value && aiAdvice.value.riskCards.length > 0)
|| (!isEditableRequest.value && isCurrentApplicant.value && !isApplicationDocument.value && hasVisibleRiskCards.value)
))
const aiAdviceTitle = computed(() => {
if (!isEditableRequest.value && isCurrentApplicant.value && !isApplicationDocument.value) {
return '报销风险提示'
}
if (isEditableRequest.value && isApplicationDocument.value) {
return '表单自查提示'
}
return isEditableRequest.value ? 'AI建议' : 'AI提示'
})
const aiAdviceHint = computed(() => (
!isEditableRequest.value && isCurrentApplicant.value && !isApplicationDocument.value
? '展示票据、行程、金额等可自行修正的风险点，便于提交人先整改，减少后续退单。'
: isEditableRequest.value
? (isApplicationDocument.value ? '仅提示申请表单本身需要补充的内容，不展示预算治理细节。' : 'AI预审已完成，请按风险提示补充原因或进入下一步。')
: '展示系统已识别的风险点，便于审批和后续整改。'
))
const submitActionLabel = computed(() => {
return resolveSubmitActionLabel({
isApplicationDocument: isApplicationDocument.value,
hasAiPreReviewResult: hasAiPreReviewResult.value,
submitBusy: submitBusy.value
})
})
const submitActionIcon = computed(() => resolveSubmitActionIcon({
isApplicationDocument: isApplicationDocument.value,
hasAiPreReviewResult: hasAiPreReviewResult.value
}))
const submitConfirmDescription = computed(() => resolveSubmitConfirmDescription({
isApplicationDocument: isApplicationDocument.value,
aiPreReviewPassed: aiPreReviewPassed.value
}))
const submitConfirmText = computed(() => resolveSubmitConfirmText(isApplicationDocument.value))
const submitRiskWarnings = computed(() =>
aiAdvice.value.riskCards
@@ -1470,6 +1547,7 @@ export default {
try {
const payload = await uploadExpenseClaimItemAttachment(request.value.claimId, item.id, file)
applyClaimRiskFlagsPayload(payload)
expenseAttachmentMeta[item.id] = payload?.attachment || null
const recognizedItemAmount = Number(payload?.item_amount ?? payload?.itemAmount)
const recognizedItemDate = normalizeIsoDateValue(payload?.item_date ?? payload?.itemDate)
@@ -1519,6 +1597,7 @@ export default {
deletingAttachmentId.value = item.id
try {
const payload = await deleteExpenseClaimItemAttachment(request.value.claimId, item.id)
applyClaimRiskFlagsPayload(payload)
delete expenseAttachmentMeta[item.id]
applyLocalExpenseItemPatch(item.id, {
invoiceId: '',
@@ -1672,7 +1751,22 @@ export default {
}
}
function handleSubmit() {
async function runAiPreReview() {
submitBusy.value = true
try {
const payload = await preReviewExpenseClaim(request.value.claimId)
applyAiPreReviewPayload(payload)
const event = findLatestAiPreReviewEvent(payload?.risk_flags_json || [])
toast(resolveAiPreReviewToast(event))
emit('request-updated', { claimId: request.value.claimId })
} catch (error) {
toast(error?.message || 'AI预审失败，请稍后重试。')
} finally {
submitBusy.value = false
}
}
async function handleSubmit() {
if (!request.value.claimId) {
toast('当前草稿缺少 claimId，暂时无法提交。')
return
@@ -1688,6 +1782,11 @@ export default {
return
}
if (requiresAiPreReview.value && !hasAiPreReviewResult.value) {
await runAiPreReview()
return
}
if (submitRiskWarnings.value.length && !hasRiskOverrideExplanation.value) {
openRiskOverrideDialog()
return
@@ -1723,6 +1822,12 @@ export default {
return
}
if (requiresAiPreReview.value && !hasAiPreReviewResult.value) {
submitConfirmDialogOpen.value = false
await runAiPreReview()
return
}
if (submitRiskWarnings.value.length && !hasRiskOverrideExplanation.value) {
submitConfirmDialogOpen.value = false
openRiskOverrideDialog()
@@ -1862,6 +1967,14 @@ export default {
approveConfirmDialogOpen.value = false
}
function resolveApproveErrorMessage(error) {
const message = String(error?.message || '').trim()
if (message.includes('未找到同部门 P8 预算审批人')) {
return '当前部门未配置 P8 预算审批人，请联系管理员配置后再审批。'
}
return message || '审批通过失败，请稍后重试。'
}
async function confirmApproveRequest() {
if (!request.value.claimId) {
toast('当前单据缺少 claimId，暂时无法审批通过。')
@@ -1889,8 +2002,9 @@ export default {
: approvalSuccessToast.value
)
emit('request-updated', { claimId: request.value.claimId })
emit('backToRequests')
} catch (error) {
toast(error?.message || '审批通过失败，请稍后重试。')
toast(resolveApproveErrorMessage(error))
} finally {
approveBusy.value = false
}
@@ -1939,7 +2053,6 @@ export default {
canEditDetailNote, deleteActionLabel, deleteBusy, deleteDialogDescription, deleteDialogOpen,
deleteDialogTitle, deletingAttachmentId, deletingExpenseId, detailNote, detailNoteDirty,
detailNoteEditor, detailNoteEditorView, detailNoteTags, draftBlockingIssues, editingExpenseId, creatingExpense, expenseEditor,
employeeRiskProfile, employeeRiskProfileError, employeeRiskProfileLoading,
expenseItems, expenseTableColumnCount, expenseTotal, expenseUploadInput,
expenseTypeOptions: EXPENSE_TYPE_OPTIONS,
goToNextSubmitRisk, goToPreviousSubmitRisk,
@@ -1957,9 +2070,9 @@ export default {
requiresApprovalOpinion,
riskOverrideReasons, saveDetailNote, savingDetailNote, savingExpenseId,
showAiAdvicePanel, showApplicationLeaderOpinion,
showBudgetAnalysis, showEmployeeRiskProfile,
showExpenseRisk, startExpenseEdit, submitBusy, submitConfirmDialogOpen,
submitRiskWarnings,
showBudgetAnalysis, showStageRiskAdvice,
showExpenseRisk, startExpenseEdit, submitActionIcon, submitActionLabel, submitBusy,
submitConfirmDescription, submitConfirmDialogOpen, submitConfirmText, submitRiskWarnings,
triggerExpenseUpload, uploadedExpenseCount, uploadingExpenseId, saveExpenseEdit
}
}