Refine travel reimbursement steward flow

Align planner, runtime rules, and policy assets so travel guidance
matches the updated reimbursement workflow.

web/src/views/scripts/stewardPlanModel.js

@@ -98,8 +98,15 @@ const FIELD_VALUE_DISPLAY_CONFIG = {
   }
 }
 
-export function buildStewardPlanRequest({ rawText = '', files = [], currentUser = {} } = {}) {
+export function buildStewardPlanRequest({
+  rawText = '',
+  files = [],
+  currentUser = {},
+  conversationId = '',
+  stewardState = null
+} = {}) {
   const safeFiles = Array.isArray(files) ? files : []
+  const normalizedConversationId = String(conversationId || '').trim()
   return {
     message: String(rawText || '').trim(),
     user_id: String(currentUser.username || currentUser.name || 'anonymous').trim() || 'anonymous',
@@ -111,6 +118,8 @@ export function buildStewardPlanRequest({ rawText = '', files = [], currentUser
     context_json: {
       entry_source: 'workbench',
       session_type: 'steward',
+      conversation_id: normalizedConversationId,
+      steward_state: stewardState && typeof stewardState === 'object' ? stewardState : null,
       role_codes: Array.isArray(currentUser.roleCodes) ? currentUser.roleCodes : [],
       username: currentUser.username || '',
       name: currentUser.name || currentUser.username || '',
@@ -124,9 +133,13 @@ export function normalizeStewardPlan(rawPlan = {}, options = {}) {
   const visibleThinkingEventCount = Number.isFinite(options.visibleThinkingEventCount)
     ? Number(options.visibleThinkingEventCount)
     : Number(rawPlan.visibleThinkingEventCount || rawPlan.visible_thinking_event_count || 0)
+  const pendingFlowConfirmation = normalizePendingFlowConfirmation(rawPlan)
   return {
     planId: String(rawPlan.plan_id || rawPlan.planId || ''),
     planStatus: String(rawPlan.plan_status || rawPlan.planStatus || ''),
+    nextAction: String(rawPlan.next_action || rawPlan.nextAction || ''),
+    conversationId: String(rawPlan.conversation_id || rawPlan.conversationId || ''),
+    stewardState: rawPlan.steward_state || rawPlan.stewardState || null,
     summary: String(rawPlan.summary || ''),
     visibleThinkingEventCount,
     initialSummaryOnly: Boolean(rawPlan.initial_summary_only || rawPlan.initialSummaryOnly || options.initialSummaryOnly),
@@ -185,12 +198,17 @@ export function normalizeStewardPlan(rawPlan = {}, options = {}) {
       : [],
     confirmationGroups: Array.isArray(rawPlan.confirmation_groups)
       ? rawPlan.confirmation_groups
-      : []
+      : [],
+    pendingFlowConfirmation,
+    candidateFlows: pendingFlowConfirmation.candidateFlows
   }
 }
 
 export function buildStewardPlanMessageText(plan) {
   const normalized = normalizeStewardPlan(plan)
+  if (isPendingFlowConfirmationPlan(normalized)) {
+    return buildPendingFlowConfirmationMessageText(normalized)
+  }
   const nextContext = resolveNextActionContext(normalized)
   const orderedTasks = buildOrderedStewardTasks(normalized, nextContext?.task)
   const taskLines = orderedTasks.map((task, index) =>
@@ -266,6 +284,28 @@ export function formatStewardOntologyFields(fields = {}, taskType = '') {
 
 export function buildStewardSuggestedActions(plan) {
   const normalized = normalizeStewardPlan(plan)
+  if (isPendingFlowConfirmationPlan(normalized)) {
+    return normalized.candidateFlows.map((flow) => ({
+      label: flow.label,
+      description: flow.reason || '选择后小财管家会继续整理对应流程材料。',
+      icon: flow.flowId === 'travel_application'
+        ? 'mdi mdi-file-plus-outline'
+        : 'mdi mdi-receipt-text-plus-outline',
+      action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
+      payload: {
+        steward_confirm_flow: true,
+        steward_plan_id: normalized.planId,
+        flow_id: flow.flowId,
+        session_type: flow.flowId === 'travel_application'
+          ? SESSION_TYPE_APPLICATION
+          : SESSION_TYPE_EXPENSE,
+        selected_flow_label: flow.label,
+        carry_text: flow.label,
+        auto_submit: true,
+        steward_state: normalized.stewardState || null
+      }
+    }))
+  }
   const nextContext = resolveNextActionContext(normalized)
   if (!nextContext) {
     return []
@@ -300,6 +340,70 @@ export function buildStewardSuggestedActions(plan) {
   ]
 }
 
+function normalizePendingFlowConfirmation(rawPlan = {}) {
+  const rawPending = rawPlan.pending_flow_confirmation || rawPlan.pendingFlowConfirmation || {}
+  const rawCandidates = Array.isArray(rawPlan.candidate_flows || rawPlan.candidateFlows)
+    ? rawPlan.candidate_flows || rawPlan.candidateFlows
+    : rawPending?.candidate_flows || rawPending?.candidateFlows || []
+  const candidateFlows = Array.isArray(rawCandidates)
+    ? rawCandidates
+        .map((item) => normalizeCandidateFlow(item))
+        .filter((item) => item.flowId)
+    : []
+  return {
+    status: String(rawPending?.status || '').trim(),
+    sourceMessage: String(rawPending?.source_message || rawPending?.sourceMessage || '').trim(),
+    reason: String(rawPending?.reason || '').trim(),
+    candidateFlows
+  }
+}
+
+function normalizeCandidateFlow(item = {}) {
+  const flowId = String(item.flow_id || item.flowId || '').trim()
+  if (!['travel_application', 'travel_reimbursement'].includes(flowId)) {
+    return { flowId: '' }
+  }
+  return {
+    flowId,
+    label: String(item.label || (flowId === 'travel_application' ? '补办出差申请' : '发起费用报销')).trim(),
+    confidence: Number(item.confidence || 0),
+    reason: String(item.reason || '').trim(),
+    ontologyFields: item.ontology_fields || item.ontologyFields || {},
+    missingFields: Array.isArray(item.missing_fields || item.missingFields)
+      ? item.missing_fields || item.missingFields
+      : []
+  }
+}
+
+function isPendingFlowConfirmationPlan(normalized) {
+  return (
+    String(normalized?.nextAction || '').trim() === 'confirm_flow' ||
+    String(normalized?.planStatus || '').trim() === 'needs_flow_confirmation' ||
+    String(normalized?.pendingFlowConfirmation?.status || '').trim() === 'pending'
+  ) && Array.isArray(normalized?.candidateFlows) && normalized.candidateFlows.length > 0
+}
+
+function buildPendingFlowConfirmationMessageText(normalized) {
+  const fields = normalized.candidateFlows[0]?.ontologyFields || {}
+  const knownParts = formatStewardOntologyFields(fields, 'expense_application')
+  const candidateLines = normalized.candidateFlows.map((flow, index) =>
+    `${index + 1}. **${flow.label}**${flow.reason ? `\n   - ${flow.reason}` : ''}`
+  )
+  return [
+    '### 需要先确认流程方向',
+    '',
+    knownParts
+      ? `我识别到这是一项财务事项，已提取到：**${knownParts}**。`
+      : '我识别到这是一项财务事项，但还需要确认你要进入哪个流程。',
+    '',
+    normalized.pendingFlowConfirmation.reason || normalized.summary || '当前还不能确定你要补办申请还是发起报销。',
+    '',
+    ...candidateLines,
+    '',
+    '请先选择一个方向，我会继续整理对应材料。'
+  ].filter((line, index, lines) => line || lines[index - 1]).join('\n')
+}
+
 function resolveNextActionContext(normalized) {
   const applicationTask = normalized.tasks.find((task) => task.taskType === 'expense_application')
   const applicationAction = applicationTask
@@ -508,6 +612,13 @@ function buildStewardCarryText(actionType, task, group, normalized = null) {
     group?.attachmentNames?.length ? `相关附件：${group.attachmentNames.join('、')}` : '',
     group?.excludedAttachmentNames?.length ? `暂不归集附件：${group.excludedAttachmentNames.join('、')}` : '',
     missingFields ? `还需要补充：${missingFields}` : '',
+    actionType === 'confirm_create_application'
+      ? missingFields
+        ? '请先追问上述缺失信息，不要直接生成申请单核对表，也不要替用户默认填写。'
+        : '请直接生成申请单核对结果；信息足够时生成申请单，但在入库或提交审批前仍需让我确认。'
+      : missingFields
+        ? '请先追问上述缺失信息，不要直接生成报销核对结果，也不要替用户默认填写。'
+        : '请直接生成报销核对结果；需要创建草稿、绑定附件或提交审批前仍需让我确认。'
   ]
   const remainingTaskText = normalized ? buildRemainingTaskText(normalized, task.taskId) : ''
   if (remainingTaskText) {