feat(expense): add persistent zero-entry receipt association

2026-07-16 10:23:23 +08:00
parent 54754b5502
commit ae3f02c35a
30 changed files with 4450 additions and 810 deletions
--- a/web/tests/attachment-association-job-result.test.mjs
+++ b/web/tests/attachment-association-job-result.test.mjs
@@ -0,0 +1,236 @@
+import test from 'node:test'
+import assert from 'node:assert/strict'
+
+import {
+  buildAttachmentAssociationCandidateActions,
+  normalizeAttachmentAssociationJob,
+  resolveAttachmentAssociationTarget
+} from '../src/utils/attachmentAssociationJobModel.js'
+import {
+  buildAiAttachmentAssociationConfirmationResultMessage,
+  buildAiAttachmentAssociationResultMessage
+} from '../src/utils/aiAttachmentAssociationModel.js'
+import { renderAiConversationHtml } from '../src/utils/aiConversationHtmlRenderer.js'
+import { createWorkbenchAiMessageRuntime } from '../src/composables/workbenchAiMode/workbenchAiMessageModel.js'
+import { useWorkbenchAiAttachmentAssociationJobs } from '../src/composables/workbenchAiMode/useWorkbenchAiAttachmentAssociationJobs.js'
+
+function buildConfirmationJob(overrides = {}) {
+  return {
+    job_id: 'association-job-1',
+    status: 'succeeded',
+    resolution: 'requires_confirmation',
+    requires_confirmation: true,
+    expense_case_id: 'case-1',
+    application_claim_id: 'application-1',
+    application_claim_no: 'SQ-20260716-001',
+    confidence: 'medium',
+    confidence_score: 0.8,
+    match_reasons: ['日期接近', '行程城市相同'],
+    exceptions: [{ code: 'ambiguous_candidates', message: '前两名候选分差过小' }],
+    missing_fields: ['项目待补充'],
+    risk_items: [{ code: 'amount_gap', description: '票据金额与申请预算存在差异' }],
+    candidates: [
+      {
+        target_type: 'reimbursement_draft',
+        expense_case_id: 'case-1',
+        application_claim_id: 'application-1',
+        application_claim_no: 'SQ-20260716-001',
+        claim_id: 'draft-1',
+        claim_no: 'BX-20260716-001',
+        confidence: 'medium',
+        score: 0.8,
+        match_reasons: ['日期接近', '行程城市相同']
+      },
+      {
+        target_type: 'reimbursement_draft',
+        expense_case_id: 'case-2',
+        claim_id: 'draft-2',
+        claim_no: 'BX-20260716-002',
+        confidence: 'medium',
+        score: 0.67,
+        match_reasons: ['日期接近']
+      }
+    ],
+    draft_payload: { claim_id: 'draft-preview', claim_no: 'BX-PREVIEW-001' },
+    ...overrides
+  }
+}
+
+test('附件关联任务完整规范化新协议并在会话序列化后保留', () => {
+  const normalized = normalizeAttachmentAssociationJob(buildConfirmationJob())
+
+  assert.equal(normalized.requiresConfirmation, true)
+  assert.equal(normalized.expenseCaseId, 'case-1')
+  assert.equal(normalized.applicationClaimNo, 'SQ-20260716-001')
+  assert.equal(normalized.confidenceScore, 0.8)
+  assert.deepEqual(normalized.matchReasons, ['日期接近', '行程城市相同'])
+  assert.equal(normalized.exceptions[0].code, 'ambiguous_candidates')
+  assert.equal(normalized.missingFields[0].message, '项目待补充')
+  assert.equal(normalized.riskItems[0].message, '票据金额与申请预算存在差异')
+  assert.equal(normalized.candidates[0].claimId, 'draft-1')
+  assert.equal(normalized.draftPayload.claimNo, 'BX-PREVIEW-001')
+
+  const runtime = createWorkbenchAiMessageRuntime()
+  const message = runtime.createInlineMessage('assistant', '后台处理中', {
+    attachmentAssociationJob: buildConfirmationJob()
+  })
+  const restored = runtime.normalizeRuntimeMessage(runtime.serializeRuntimeMessage(message))
+
+  assert.deepEqual(restored.attachmentAssociationJob, normalized)
+})
+
+test('待确认结果集中展示候选和异常且不伪装成自动归集成功', () => {
+  const job = normalizeAttachmentAssociationJob(buildConfirmationJob())
+  const message = buildAiAttachmentAssociationConfirmationResultMessage({
+    job,
+    fileNames: ['武汉-上海.pdf']
+  })
+  const html = renderAiConversationHtml(message)
+  const actions = buildAttachmentAssociationCandidateActions(job)
+
+  assert.match(message, /当前信息不足以安全自动归集/)
+  assert.match(html, /候选单据需要确认/)
+  assert.match(html, /BX-20260716-001/)
+  assert.match(html, /前两名候选分差过小/)
+  assert.match(html, /项目待补充/)
+  assert.match(html, /票据金额与申请预算存在差异/)
+  assert.match(html, /没有写入任何草稿/)
+  assert.doesNotMatch(message, /已完成自动归集/)
+  assert.equal(actions.length, 2)
+  assert.equal(actions[0].label, '查看候选草稿 1')
+  assert.equal(actions[0].payload.claim_id, 'draft-1')
+  assert.equal(actions[0].payload.application_claim_no, 'SQ-20260716-001')
+})
+
+test('只有申请候选时保留申请详情动作且不会伪造报销草稿', () => {
+  const job = normalizeAttachmentAssociationJob(buildConfirmationJob({
+    candidates: [{
+      target_type: 'approved_application',
+      expense_case_id: 'case-application-only',
+      application_claim_id: 'application-only',
+      application_claim_no: 'AP-ONLY-001',
+      confidence: 'high',
+      score: 0.8,
+      match_reasons: ['申请日期和票据日期一致']
+    }]
+  }))
+  const actions = buildAttachmentAssociationCandidateActions(job)
+
+  assert.equal(job.candidates.length, 1)
+  assert.equal(job.candidates[0].claimId, '')
+  assert.equal(actions[0].label, '查看候选申请')
+  assert.equal(actions[0].payload.claim_id, 'application-only')
+  assert.equal(actions[0].payload.document_type, 'application')
+})
+
+test('幂等重放展示为已关联而不是未归集', () => {
+  const message = buildAiAttachmentAssociationResultMessage({
+    claimNo: 'BX-20260716-001',
+    uploadedCount: 0,
+    skippedCount: 1,
+    fileNames: ['武汉-上海.pdf']
+  })
+
+  assert.match(message, /此前已经完成归集/)
+  assert.match(message, /1 份已关联，无需重复归集/)
+  assert.doesNotMatch(message, /未归集附件|部分完成/)
+})
+
+test('自动归集成功仍展示草稿风险和复核提示', () => {
+  const message = buildAiAttachmentAssociationResultMessage({
+    claimNo: 'BX-20260716-001',
+    uploadedCount: 1,
+    riskItems: [{ message: '票据金额需要人工复核' }],
+    confirmationRequired: true
+  })
+
+  assert.match(message, /风险提示/)
+  assert.match(message, /票据金额需要人工复核/)
+  assert.match(message, /待复核/)
+  assert.match(message, /复核后再提交/)
+})
+
+test('任务编排把待确认结果视为安全终态且不发送归集成功通知', async () => {
+  const runtime = createWorkbenchAiMessageRuntime()
+  const conversationMessages = {
+    value: [runtime.createInlineMessage('assistant', '后台处理中', { id: 'message-1', pending: true })]
+  }
+  let notifyCount = 0
+  let persistCount = 0
+  const flow = useWorkbenchAiAttachmentAssociationJobs({
+    conversationMessages,
+    createInlineMessage: runtime.createInlineMessage,
+    persistCurrentConversation: () => { persistCount += 1 },
+    replaceInlineMessage: (messageId, message) => {
+      const index = conversationMessages.value.findIndex((item) => item.id === messageId)
+      conversationMessages.value.splice(index, 1, message)
+    },
+    streamOrSetInlineAssistantContent: async () => {},
+    notifyRequestUpdated: () => { notifyCount += 1 },
+    toast: () => {},
+    buildDetailActions: () => [{ label: '查看草稿' }],
+    buildThinkingEvents: (status) => [{ status }]
+  })
+
+  const done = await flow.updateJobMessage({
+    job: buildConfirmationJob(),
+    messageId: 'message-1',
+    fileNames: ['武汉-上海.pdf']
+  })
+  const resultMessage = conversationMessages.value[0]
+
+  assert.equal(done, true)
+  assert.equal(notifyCount, 0)
+  assert.equal(persistCount, 1)
+  assert.equal(resultMessage.pending, false)
+  assert.equal(resultMessage.stewardPlan.streamStatus, 'completed')
+  assert.match(resultMessage.content, /未归集/)
+  assert.doesNotMatch(resultMessage.content, /已完成自动归集/)
+  assert.equal(resultMessage.suggestedActions[0].payload.claim_id, 'draft-1')
+})
+
+test('自动完成结果可从 draft_payload 恢复并继续提供查看草稿动作', async () => {
+  const runtime = createWorkbenchAiMessageRuntime()
+  const conversationMessages = {
+    value: [runtime.createInlineMessage('assistant', '后台处理中', { id: 'message-2', pending: true })]
+  }
+  let notification = null
+  const flow = useWorkbenchAiAttachmentAssociationJobs({
+    conversationMessages,
+    createInlineMessage: runtime.createInlineMessage,
+    persistCurrentConversation: () => {},
+    replaceInlineMessage: (messageId, message) => {
+      const index = conversationMessages.value.findIndex((item) => item.id === messageId)
+      conversationMessages.value.splice(index, 1, message)
+    },
+    streamOrSetInlineAssistantContent: async () => {},
+    notifyRequestUpdated: (payload) => { notification = payload },
+    toast: () => {},
+    buildDetailActions: (target) => [{
+      label: '查看草稿',
+      action_type: 'open_application_detail',
+      payload: { claim_id: target.claimId, claim_no: target.claimNo }
+    }],
+    buildThinkingEvents: (status) => [{ status }]
+  })
+  const job = {
+    job_id: 'association-job-2',
+    status: 'succeeded',
+    resolution: 'auto_associated',
+    uploaded_count: 1,
+    skipped_count: 0,
+    draft_payload: { claim_id: 'draft-auto', claim_no: 'BX-AUTO-001' }
+  }
+
+  await flow.updateJobMessage({ job, messageId: 'message-2', fileNames: ['住宿发票.pdf'] })
+  const resultMessage = conversationMessages.value[0]
+
+  assert.deepEqual(resolveAttachmentAssociationTarget(job), {
+    claimId: 'draft-auto',
+    claimNo: 'BX-AUTO-001'
+  })
+  assert.match(resultMessage.content, /已完成自动归集/)
+  assert.equal(resultMessage.suggestedActions[0].label, '查看草稿')
+  assert.equal(resultMessage.suggestedActions[0].payload.claim_id, 'draft-auto')
+  assert.equal(notification.claimId, 'draft-auto')
+})