feat(ai): add expense application feedback ledger

2026-07-14 11:10:55 +08:00
parent 5ed34c2b8f
commit a662cfe6c3
24 changed files with 2159 additions and 34 deletions
--- a/web/src/utils/expenseApplicationDecisionFeedback.js
+++ b/web/src/utils/expenseApplicationDecisionFeedback.js
@@ -0,0 +1,67 @@
+function normalizeText(value) {
+  return String(value || '').trim()
+}
+
+function resolveTrackedFieldKey(fieldKey = '') {
+  const normalized = normalizeText(fieldKey)
+  return normalized === 'time_return' ? 'time' : normalized
+}
+
+function resolveExistingChanges(preview = {}) {
+  const feedback = preview?.aiDecisionFeedback
+  return Array.isArray(feedback?.changedFields)
+    ? feedback.changedFields.filter((item) => item && typeof item === 'object')
+    : []
+}
+
+function resolveTrackedFieldKeys(fieldKeyOrKeys = '') {
+  const fieldKeys = Array.isArray(fieldKeyOrKeys) ? fieldKeyOrKeys : [fieldKeyOrKeys]
+  return [...new Set(fieldKeys.map(resolveTrackedFieldKey).filter(Boolean))]
+}
+
+function resolveFeedbackRevision(preview = {}) {
+  const revision = Number(preview?.aiDecisionFeedback?.revision)
+  return Number.isSafeInteger(revision) && revision >= 0 ? revision : 0
+}
+
+export function trackApplicationPreviewFieldEdit(
+  previousPreview = {},
+  nextPreview = {},
+  fieldKeyOrKeys = ''
+) {
+  const trackedFieldKeys = resolveTrackedFieldKeys(fieldKeyOrKeys)
+  if (!trackedFieldKeys.length) return nextPreview
+
+  const existingChanges = resolveExistingChanges(previousPreview)
+  const retainedChanges = existingChanges.filter(
+    (item) => !trackedFieldKeys.includes(resolveTrackedFieldKey(item.fieldKey))
+  )
+
+  for (const trackedFieldKey of trackedFieldKeys) {
+    const existingChange = existingChanges.find(
+      (item) => resolveTrackedFieldKey(item.fieldKey) === trackedFieldKey
+    )
+    const suggestedValue = existingChange
+      ? normalizeText(existingChange.suggestedValue)
+      : normalizeText(previousPreview?.fields?.[trackedFieldKey])
+    const finalValue = normalizeText(nextPreview?.fields?.[trackedFieldKey])
+    if (suggestedValue !== finalValue) {
+      retainedChanges.push({
+        fieldKey: trackedFieldKey,
+        suggestedValue,
+        finalValue
+      })
+    }
+  }
+
+  return {
+    ...nextPreview,
+    aiDecisionFeedback: {
+      schemaVersion: 1,
+      revision: resolveFeedbackRevision(previousPreview) + 1,
+      changedFields: retainedChanges.sort((left, right) => (
+        normalizeText(left.fieldKey).localeCompare(normalizeText(right.fieldKey))
+      ))
+    }
+  }
+}
--- a/web/src/views/scripts/useApplicationPreviewEditor.js
+++ b/web/src/views/scripts/useApplicationPreviewEditor.js
@@ -11,12 +11,66 @@ import {
  resolveApplicationDaysFromDateRange,
  refreshApplicationPreviewTransportEstimate
 } from '../../utils/expenseApplicationPreview.js'
+import { trackApplicationPreviewFieldEdit } from '../../utils/expenseApplicationDecisionFeedback.js'
 import {
  buildWorkbenchDateLabel,
  canApplyWorkbenchDateSelection,
  getTodayDateValue
 } from '../../utils/workbenchComposerDate.js'

+const APPLICATION_ESTIMATE_INPUT_FIELD_KEYS = [
+  'applicationType',
+  'time',
+  'location',
+  'days',
+  'transportMode',
+  'grade'
+]
+
+const APPLICATION_ESTIMATE_RESULT_FIELD_KEYS = [
+  'lodgingDailyCap',
+  'subsidyDailyCap',
+  'transportPolicy',
+  'policyEstimate',
+  'amount',
+  'matchedCity',
+  'ruleName',
+  'ruleVersion',
+  'hotelAmount',
+  'allowanceAmount',
+  'transportEstimatedAmount',
+  'transportEstimateDate',
+  'transportQueryLatencyMs',
+  'transportEstimateSource',
+  'transportEstimateConfidence',
+  'policyTotalAmount'
+]
+
+function buildApplicationEstimateInputFingerprint(preview = {}) {
+  const fields = preview?.fields || {}
+  return JSON.stringify(
+    APPLICATION_ESTIMATE_INPUT_FIELD_KEYS.map((fieldKey) => String(fields[fieldKey] || '').trim())
+  )
+}
+
+function mergeApplicationEstimateResult(currentPreview = {}, refreshedPreview = {}) {
+  const refreshedFields = refreshedPreview?.fields || {}
+  const estimateFields = Object.fromEntries(
+    APPLICATION_ESTIMATE_RESULT_FIELD_KEYS
+      .filter((fieldKey) => Object.hasOwn(refreshedFields, fieldKey))
+      .map((fieldKey) => [fieldKey, refreshedFields[fieldKey]])
+  )
+  return normalizeApplicationPreview({
+    ...currentPreview,
+    fields: {
+      ...(currentPreview?.fields || {}),
+      ...estimateFields
+    },
+    policyEstimate: refreshedPreview?.policyEstimate,
+    policyEstimateStatus: refreshedPreview?.policyEstimateStatus
+  })
+}
+
 function parseEditorDateMatches(value) {
  const text = String(value || '').trim()
  return [...text.matchAll(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/g)]
@@ -186,7 +240,14 @@ function validateApplicationPreviewDateRange(value = '') {
 }

 function shouldRefreshTransportEstimate(fieldKey) {
-  return ['transportMode', 'time', 'time_return', 'location', 'days'].includes(fieldKey)
+  return [
+    'applicationType',
+    'transportMode',
+    'time',
+    'time_return',
+    'location',
+    'days'
+  ].includes(fieldKey)
 }

 function resolveEditorCurrentUser(currentUser) {
@@ -270,6 +331,7 @@ export function useApplicationPreviewEditor({
  currentUser
 } = {}) {
  const applicationPreviewEditor = ref(buildEmptyEditor())
+  const estimateRequestVersions = new WeakMap()

  async function refreshApplicationPreviewEstimate(preview = {}) {
    const user = resolveEditorCurrentUser(currentUser)
@@ -406,14 +468,19 @@ export function useApplicationPreviewEditor({
      }
      return false
    }
-    const nextPreview = normalizeApplicationPreview({
-      ...message.applicationPreview,
-      fields: buildEditedApplicationPreviewFields(
-        message.applicationPreview.fields || {},
-        editor,
-        nextValue
-      )
-    })
+    const isDateField = isApplicationPreviewDateField(editor.fieldKey)
+    const nextPreview = trackApplicationPreviewFieldEdit(
+      message.applicationPreview,
+      normalizeApplicationPreview({
+        ...message.applicationPreview,
+        fields: buildEditedApplicationPreviewFields(
+          message.applicationPreview.fields || {},
+          editor,
+          nextValue
+        )
+      }),
+      isDateField ? [editor.fieldKey, 'days'] : editor.fieldKey
+    )
    const needRefreshEstimate = shouldRefreshTransportEstimate(editor.fieldKey)
    message.applicationPreview = needRefreshEstimate
      ? buildTransportEstimatePendingPreview(nextPreview)
@@ -422,9 +489,23 @@ export function useApplicationPreviewEditor({
    cancelApplicationPreviewEditor()
    persistSessionState?.()
    if (needRefreshEstimate) {
+      const requestVersion = (estimateRequestVersions.get(message) || 0) + 1
+      estimateRequestVersions.set(message, requestVersion)
+      const estimateInputFingerprint = buildApplicationEstimateInputFingerprint(nextPreview)
      const refreshedPreview = await refreshApplicationPreviewEstimate(nextPreview)
-      message.applicationPreview = refreshedPreview
-      message.text = buildLocalApplicationPreviewMessage(refreshedPreview)
+      const isLatestRequest = estimateRequestVersions.get(message) === requestVersion
+      const currentFingerprint = buildApplicationEstimateInputFingerprint(
+        message.applicationPreview
+      )
+      if (!isLatestRequest || currentFingerprint !== estimateInputFingerprint) {
+        return true
+      }
+      const mergedPreview = mergeApplicationEstimateResult(
+        message.applicationPreview,
+        refreshedPreview
+      )
+      message.applicationPreview = mergedPreview
+      message.text = buildLocalApplicationPreviewMessage(mergedPreview)
      persistSessionState?.()
      toast?.('已更新出行方式和费用测算。')
      return true
--- a/web/tests/ai-application-preview-actions.test.mjs
+++ b/web/tests/ai-application-preview-actions.test.mjs
@@ -42,6 +42,16 @@ async function testSubmitActionUsesFastPreviewEndpoint() {
        days: '3天',
        transportMode: '火车',
        amount: '1000元'
+      },
+      aiDecisionFeedback: {
+        schemaVersion: 1,
+        changedFields: [
+          {
+            fieldKey: 'transportMode',
+            suggestedValue: '飞机',
+            finalValue: '火车'
+          }
+        ]
      }
    },
    currentUser: { username: 'zhangsan@example.com', name: '张三' },
@@ -54,6 +64,13 @@ async function testSubmitActionUsesFastPreviewEndpoint() {
  assert.equal(body.context_json.session_type, 'application')
  assert.equal(body.context_json.application_stage, 'expense_application')
  assert.equal(body.context_json.application_preview.fields.transportMode, '火车')
+  assert.deepEqual(body.context_json.application_preview.aiDecisionFeedback.changedFields, [
+    {
+      fieldKey: 'transportMode',
+      suggestedValue: '飞机',
+      finalValue: '火车'
+    }
+  ])
 }

 async function testSaveDraftActionUsesFastPreviewEndpoint() {
--- a/web/tests/expense-application-decision-feedback.test.mjs
+++ b/web/tests/expense-application-decision-feedback.test.mjs
@@ -0,0 +1,140 @@
+import assert from 'node:assert/strict'
+
+import { trackApplicationPreviewFieldEdit } from '../src/utils/expenseApplicationDecisionFeedback.js'
+
+function testTracksFirstExplicitEdit() {
+  const previous = {
+    fields: {
+      reason: '客户拜访',
+      location: '上海'
+    }
+  }
+  const next = {
+    ...previous,
+    fields: {
+      ...previous.fields,
+      reason: '客户现场实施'
+    }
+  }
+
+  const tracked = trackApplicationPreviewFieldEdit(previous, next, 'reason')
+
+  assert.deepEqual(tracked.aiDecisionFeedback.changedFields, [
+    {
+      fieldKey: 'reason',
+      suggestedValue: '客户拜访',
+      finalValue: '客户现场实施'
+    }
+  ])
+  assert.equal(tracked.aiDecisionFeedback.revision, 1)
+}
+
+function testKeepsOriginalSuggestionAcrossRepeatedEdits() {
+  const first = trackApplicationPreviewFieldEdit(
+    { fields: { transportMode: '火车' } },
+    { fields: { transportMode: '飞机' } },
+    'transportMode'
+  )
+  const second = trackApplicationPreviewFieldEdit(
+    first,
+    { ...first, fields: { transportMode: '自驾' } },
+    'transportMode'
+  )
+
+  assert.deepEqual(second.aiDecisionFeedback.changedFields, [
+    {
+      fieldKey: 'transportMode',
+      suggestedValue: '火车',
+      finalValue: '自驾'
+    }
+  ])
+}
+
+function testRemovesDiffWhenUserRestoresSuggestion() {
+  const edited = trackApplicationPreviewFieldEdit(
+    { fields: { location: '上海' } },
+    { fields: { location: '北京' } },
+    'location'
+  )
+  const restored = trackApplicationPreviewFieldEdit(
+    edited,
+    { ...edited, fields: { location: '上海' } },
+    'location'
+  )
+
+  assert.deepEqual(restored.aiDecisionFeedback.changedFields, [])
+}
+
+function testReturnDateUsesCanonicalTimeField() {
+  const tracked = trackApplicationPreviewFieldEdit(
+    { fields: { time: '2026-07-20 至 2026-07-22' } },
+    { fields: { time: '2026-07-20 至 2026-07-24' } },
+    'time_return'
+  )
+
+  assert.equal(tracked.aiDecisionFeedback.changedFields[0].fieldKey, 'time')
+}
+
+function testTracksDateAndDerivedDaysTogether() {
+  const previous = {
+    fields: {
+      time: '2026-02-20 至 2026-02-23',
+      days: '4天'
+    }
+  }
+  const next = {
+    fields: {
+      time: '2026-02-20 至 2026-02-24',
+      days: '5天'
+    }
+  }
+
+  const tracked = trackApplicationPreviewFieldEdit(
+    previous,
+    next,
+    ['time_return', 'days']
+  )
+
+  assert.deepEqual(tracked.aiDecisionFeedback.changedFields, [
+    { fieldKey: 'days', suggestedValue: '4天', finalValue: '5天' },
+    {
+      fieldKey: 'time',
+      suggestedValue: '2026-02-20 至 2026-02-23',
+      finalValue: '2026-02-20 至 2026-02-24'
+    }
+  ])
+  assert.equal(tracked.aiDecisionFeedback.revision, 1)
+
+  const editedAgain = trackApplicationPreviewFieldEdit(
+    tracked,
+    {
+      ...tracked,
+      fields: {
+        time: '2026-02-20 至 2026-02-25',
+        days: '6天'
+      }
+    },
+    ['time', 'days']
+  )
+  assert.equal(editedAgain.aiDecisionFeedback.changedFields[0].suggestedValue, '4天')
+  assert.equal(
+    editedAgain.aiDecisionFeedback.changedFields[1].suggestedValue,
+    '2026-02-20 至 2026-02-23'
+  )
+  assert.equal(editedAgain.aiDecisionFeedback.revision, 2)
+
+  const restored = trackApplicationPreviewFieldEdit(
+    editedAgain,
+    { ...editedAgain, fields: previous.fields },
+    ['time', 'days']
+  )
+  assert.deepEqual(restored.aiDecisionFeedback.changedFields, [])
+  assert.equal(restored.aiDecisionFeedback.revision, 3)
+}
+
+testTracksFirstExplicitEdit()
+testKeepsOriginalSuggestionAcrossRepeatedEdits()
+testRemovesDiffWhenUserRestoresSuggestion()
+testReturnDateUsesCanonicalTimeField()
+testTracksDateAndDerivedDaysTogether()
+console.log('expense-application-decision-feedback tests passed')
--- a/web/tests/expense-application-fast-preview.test.mjs
+++ b/web/tests/expense-application-fast-preview.test.mjs
@@ -1916,6 +1916,14 @@ test('application preview editor recalculates days and subsidy after date range
  assert.equal(message.applicationPreview.fields.lodgingDailyCap, '450\u5143/\u5929')
  assert.equal(message.applicationPreview.fields.subsidyDailyCap, '100\u5143/\u5929')
  assert.match(message.applicationPreview.fields.policyEstimate, /\u8865\u8d34 400\u5143/)
+  assert.deepEqual(message.applicationPreview.aiDecisionFeedback.changedFields, [
+    { fieldKey: 'days', suggestedValue: '1\u5929', finalValue: '4\u5929' },
+    {
+      fieldKey: 'time',
+      suggestedValue: '2026-05-25',
+      finalValue: '2026-02-20 \u81f3 2026-02-23'
+    }
+  ])
 })

 test('application preview editor can edit return date from table row', async () => {
@@ -1981,6 +1989,14 @@ test('application preview editor can edit return date from table row', async ()
  })
  assert.equal(message.applicationPreview.fields.time, '2026-02-20 \u81f3 2026-02-24')
  assert.equal(message.applicationPreview.fields.days, '5\u5929')
+  assert.deepEqual(message.applicationPreview.aiDecisionFeedback.changedFields, [
+    { fieldKey: 'days', suggestedValue: '4\u5929', finalValue: '5\u5929' },
+    {
+      fieldKey: 'time',
+      suggestedValue: '2026-02-20 \u81f3 2026-02-23',
+      finalValue: '2026-02-20 \u81f3 2026-02-24'
+    }
+  ])
 })

 test('application preview editor can edit return date from inline table input', async () => {
@@ -2185,3 +2201,210 @@ test('application preview editor estimates after shorthand return date input', a
  assert.equal(message.applicationPreview.fields.amount, '1,650\u5143\uff08\u4e0d\u542b\u4ea4\u901a\uff09')
  assert.match(message.applicationPreview.fields.policyEstimate, /\u4ea4\u901a\u5f85\u8865\u5145/)
 })
+
+test('application preview editor ignores stale out-of-order estimate responses', async () => {
+  const message = {
+    id: 'application-preview-stale-estimate-message',
+    applicationPreview: normalizeApplicationPreview({
+      fields: {
+        applicationType: '差旅费用申请',
+        time: '2026-07-20 至 2026-07-21',
+        location: '上海',
+        reason: '客户现场实施',
+        days: '2天',
+        transportMode: '火车',
+        grade: 'P5'
+      }
+    }),
+    text: ''
+  }
+  const pendingEstimates = []
+  const editor = useApplicationPreviewEditor({
+    persistSessionState: () => {},
+    toast: () => {},
+    currentUser: ref({ grade: 'P5' }),
+    calculateTravelReimbursement: (payload) => new Promise((resolve) => {
+      pendingEstimates.push({ payload, resolve })
+    })
+  })
+
+  editor.openApplicationPreviewEditor(message, 'location', '上海')
+  editor.applicationPreviewEditor.value.draftValue = '北京'
+  const firstCommit = editor.commitApplicationPreviewEditor(message)
+
+  editor.openApplicationPreviewEditor(message, 'location', '北京')
+  editor.applicationPreviewEditor.value.draftValue = '广州'
+  const secondCommit = editor.commitApplicationPreviewEditor(message)
+
+  assert.equal(pendingEstimates.length, 2)
+  pendingEstimates[1].resolve({
+    days: 2,
+    location: '广州',
+    matched_city: '广州',
+    grade: 'P5',
+    hotel_rate: 600,
+    hotel_amount: 1200,
+    total_allowance_rate: 100,
+    allowance_amount: 200,
+    total_amount: 1400,
+    rule_name: '第二次估算规则',
+    rule_version: 'v2'
+  })
+  await secondCommit
+  pendingEstimates[0].resolve({
+    days: 2,
+    location: '北京',
+    matched_city: '北京',
+    grade: 'P5',
+    hotel_rate: 300,
+    hotel_amount: 600,
+    total_allowance_rate: 80,
+    allowance_amount: 160,
+    total_amount: 760,
+    rule_name: '过期估算规则',
+    rule_version: 'v1'
+  })
+  await firstCommit
+
+  assert.equal(message.applicationPreview.fields.location, '广州')
+  assert.equal(message.applicationPreview.fields.ruleName, '第二次估算规则')
+  assert.deepEqual(message.applicationPreview.aiDecisionFeedback.changedFields, [
+    { fieldKey: 'location', suggestedValue: '上海', finalValue: '广州' }
+  ])
+})
+
+test('application type edit starts a fresh estimate instead of leaving pending state', async () => {
+  const message = {
+    id: 'application-preview-type-estimate-message',
+    applicationPreview: normalizeApplicationPreview({
+      fields: {
+        applicationType: '差旅费用申请',
+        time: '2026-07-20 至 2026-07-21',
+        location: '上海',
+        reason: '客户现场实施',
+        days: '2天',
+        transportMode: '火车',
+        grade: 'P5'
+      }
+    }),
+    text: ''
+  }
+  const pendingEstimates = []
+  const editor = useApplicationPreviewEditor({
+    persistSessionState: () => {},
+    toast: () => {},
+    currentUser: ref({ grade: 'P5' }),
+    calculateTravelReimbursement: (payload) => new Promise((resolve) => {
+      pendingEstimates.push({ payload, resolve })
+    })
+  })
+
+  editor.openApplicationPreviewEditor(message, 'location', '上海')
+  editor.applicationPreviewEditor.value.draftValue = '北京'
+  const firstCommit = editor.commitApplicationPreviewEditor(message)
+
+  editor.openApplicationPreviewEditor(message, 'applicationType', '差旅费用申请')
+  editor.applicationPreviewEditor.value.draftValue = '出差费用申请'
+  const secondCommit = editor.commitApplicationPreviewEditor(message)
+
+  assert.equal(pendingEstimates.length, 2)
+  pendingEstimates[1].resolve({
+    days: 2,
+    location: '北京',
+    matched_city: '北京',
+    grade: 'P5',
+    hotel_rate: 600,
+    hotel_amount: 1200,
+    total_allowance_rate: 100,
+    allowance_amount: 200,
+    total_amount: 1400,
+    rule_name: '申请类型更新规则',
+    rule_version: 'v2'
+  })
+  await secondCommit
+  pendingEstimates[0].resolve({
+    days: 2,
+    location: '北京',
+    matched_city: '北京',
+    grade: 'P5',
+    hotel_rate: 300,
+    hotel_amount: 600,
+    total_allowance_rate: 80,
+    allowance_amount: 160,
+    total_amount: 760,
+    rule_name: '过期申请类型规则',
+    rule_version: 'v1'
+  })
+  await firstCommit
+
+  assert.equal(message.applicationPreview.fields.applicationType, '出差费用申请')
+  assert.equal(message.applicationPreview.fields.ruleName, '申请类型更新规则')
+  assert.equal(message.applicationPreview.policyEstimateStatus, 'completed')
+  assert.doesNotMatch(message.applicationPreview.fields.policyEstimate, /正在/)
+  assert.deepEqual(message.applicationPreview.aiDecisionFeedback.changedFields, [
+    {
+      fieldKey: 'applicationType',
+      suggestedValue: '差旅费用申请',
+      finalValue: '出差费用申请'
+    },
+    { fieldKey: 'location', suggestedValue: '上海', finalValue: '北京' }
+  ])
+})
+
+test('application preview editor merges estimate without dropping later edits', async () => {
+  const message = {
+    id: 'application-preview-merge-estimate-message',
+    applicationPreview: normalizeApplicationPreview({
+      fields: {
+        applicationType: '差旅费用申请',
+        time: '2026-07-20 至 2026-07-21',
+        location: '上海',
+        reason: '客户拜访',
+        days: '2天',
+        transportMode: '火车',
+        grade: 'P5'
+      }
+    }),
+    text: ''
+  }
+  let resolveEstimate
+  const editor = useApplicationPreviewEditor({
+    persistSessionState: () => {},
+    toast: () => {},
+    currentUser: ref({ grade: 'P5' }),
+    calculateTravelReimbursement: () => new Promise((resolve) => {
+      resolveEstimate = resolve
+    })
+  })
+
+  editor.openApplicationPreviewEditor(message, 'location', '上海')
+  editor.applicationPreviewEditor.value.draftValue = '北京'
+  const estimateCommit = editor.commitApplicationPreviewEditor(message)
+
+  editor.openApplicationPreviewEditor(message, 'reason', '客户拜访')
+  editor.applicationPreviewEditor.value.draftValue = '客户现场实施'
+  await editor.commitApplicationPreviewEditor(message)
+
+  resolveEstimate({
+    days: 2,
+    location: '北京',
+    matched_city: '北京',
+    grade: 'P5',
+    hotel_rate: 500,
+    hotel_amount: 1000,
+    total_allowance_rate: 100,
+    allowance_amount: 200,
+    total_amount: 1200,
+    rule_name: '并发合并规则',
+    rule_version: 'v1'
+  })
+  await estimateCommit
+
+  assert.equal(message.applicationPreview.fields.location, '北京')
+  assert.equal(message.applicationPreview.fields.reason, '客户现场实施')
+  assert.equal(message.applicationPreview.fields.ruleName, '并发合并规则')
+  assert.deepEqual(message.applicationPreview.aiDecisionFeedback.changedFields, [
+    { fieldKey: 'location', suggestedValue: '上海', finalValue: '北京' },
+    { fieldKey: 'reason', suggestedValue: '客户拜访', finalValue: '客户现场实施' }
+  ])
+})