feat(web): 报销单新增关联申请单门控与草稿检测流程

- 新增 travelReimbursementAssociationGateModel,查询可关联申请单/草稿报销单并生成跳过/选择/单独新建动作,区分差旅费与业务招待费类型
- travelReimbursementApplicationLinkModel 补充 buildLinkedApplicationReferenceIndex/buildRequiredApplicationActions 等关联构建逻辑
- useTravelReimbursementSuggestedActions 接入 select_required_application/skip 系列动作,'我要报销'入口改为先走关联门控
- useWorkbenchAiActionRouter 新增 SKIP_REQUIRED_APPLICATION_LINK/SKIP_REIMBURSEMENT_DRAFT_CHECK 动作分发
- useWorkbenchAiExpenseFlow 暴露 startAiReimbursementAssociationGate,stewardPlanModel 待处理流程适配
- 新增 workbench-ai-action-router、workbench-ai-reimbursement-association-gate 测试并更新 guided-flow、steward-plan 测试
This commit is contained in:
caoxiaozhu
2026-06-22 15:55:59 +08:00
parent aa965da69d
commit ba444a514f
11 changed files with 1756 additions and 25 deletions

View File

@@ -83,3 +83,44 @@ test('steward pending flow confirmation builds candidate actions', () => {
assert.equal(actions[0].payload.flow_id, 'travel_application')
assert.equal(actions[1].payload.flow_id, 'travel_reimbursement')
})
test('steward ready application confirmation routes workbench action to inline preview table', () => {
const actions = buildStewardSuggestedActions({
plan_id: 'steward-plan-ready-application',
plan_status: 'ready',
tasks: [
{
task_id: 'task-application-beijing',
task_type: 'expense_application',
title: '费用申请 2026-06-23 北京',
summary: '明天前往北京出差3天支撑客户现场实施。',
assigned_agent: 'application_assistant',
ontology_fields: {
expense_type: 'travel',
time_range: '2026-06-23 至 2026-06-25',
location: '北京',
days: '3天',
reason: '支撑客户现场实施'
},
missing_fields: ['transport_mode']
}
],
confirmation_groups: [
{
confirmation_id: 'confirm-application-beijing',
action_type: 'confirm_create_application',
target_task_id: 'task-application-beijing'
}
]
})
assert.equal(actions.length, 1)
assert.equal(actions[0].label, '确定,先创建申请单')
assert.equal(actions[0].payload.steward_confirm_flow, true)
assert.equal(actions[0].payload.flow_id, 'travel_application')
assert.equal(actions[0].payload.expense_type, 'travel')
assert.equal(actions[0].payload.expense_type_label, '差旅费')
assert.match(actions[0].payload.carry_text, /支撑客户现场实施/)
assert.match(actions[0].payload.carry_text, /北京/)
assert.match(actions[0].payload.carry_text, /2026-06-23 至 2026-06-25/)
})

View File

@@ -56,6 +56,15 @@ import {
filterRequiredApplicationCandidates,
requiresApplicationBeforeReimbursement
} from '../src/views/scripts/travelReimbursementApplicationLinkModel.js'
import {
SKIP_REQUIRED_APPLICATION_LINK_ACTION,
buildReimbursementAssociationActions,
buildReimbursementAssociationMissingText,
buildReimbursementAssociationQueryPayload,
buildReimbursementAssociationSelectionText,
buildReimbursementAssociationSubmitOptions,
buildReimbursementAssociationThinkingEvents
} from '../src/views/scripts/travelReimbursementAssociationGateModel.js'
import {
ASSISTANT_SCOPE_ACTION_SWITCH,
resolveAssistantScopeGuard
@@ -335,6 +344,28 @@ test('guided reimbursement requires application selection for travel and enterta
assert.equal(actions[0].action_type, GUIDED_ACTION_SELECT_REQUIRED_APPLICATION)
assert.equal(actions[0].payload.application_claim_no, 'AP-202605-001')
const associationActions = buildReimbursementAssociationActions(travelApplications, '我要报销')
assert.equal(associationActions[0].action_type, 'select_required_application')
assert.equal(associationActions[0].payload.application_claim_no, 'AP-202605-001')
assert.equal(associationActions.at(-1).action_type, SKIP_REQUIRED_APPLICATION_LINK_ACTION)
assert.match(buildReimbursementAssociationSelectionText(travelApplications), /单独新建报销单/)
assert.match(buildReimbursementAssociationSelectionText(travelApplications), /ai-document-card-list/)
assert.match(buildReimbursementAssociationSelectionText(travelApplications), /ai-document-card--application/)
assert.match(buildReimbursementAssociationMissingText(), /单独新建报销单/)
const associationQueryPayload = buildReimbursementAssociationQueryPayload(travelApplications)
assert.equal(associationQueryPayload.selectionMode, 'reimbursement_application_association')
assert.equal(associationQueryPayload.records[0].claimNo, 'AP-202605-001')
const completedThinking = buildReimbursementAssociationThinkingEvents('completed', { candidateCount: 1 })
assert.equal(completedThinking[0].title, '判断用户意图')
assert.equal(completedThinking.at(-1).status, 'completed')
const associationSubmitOptions = buildReimbursementAssociationSubmitOptions(
associationActions[0].payload,
'我要报销'
)
assert.equal(associationSubmitOptions.skipDraftAssociationPrompt, true)
assert.equal(associationSubmitOptions.extraContext.expense_scene_selection.application_claim_no, 'AP-202605-001')
assert.equal(associationSubmitOptions.extraContext.review_form_values.application_business_time, '2026-05-20 至 2026-05-23')
let state = waitForGuidedApplicationSelection(createGuidedReimbursementState(), 'travel', travelApplications)
assert.equal(state.stepKey, 'application_selection')
assert.equal(state.applicationCandidates[0].claim_no, 'AP-202605-001')
@@ -459,7 +490,13 @@ test('guided flow is local until final confirmation or collected query handoff',
assert.match(messageHandlersScript, /if \(await handleGuidedComposerSubmit\(options\)\) return null[\s\S]*return submitComposerInternal\(options\)/)
assert.match(suggestedActionsScript, /ASSISTANT_SCOPE_ACTION_SWITCH/)
assert.match(suggestedActionsScript, /actionPayload\.carry_text/)
assert.match(suggestedActionsScript, /targetSessionType === SESSION_TYPE_EXPENSE[\s\S]*carryText === '我要报销'[\s\S]*pushExpenseSceneSelectionPrompt\(carryText\)/)
assert.match(suggestedActionsScript, /targetSessionType === SESSION_TYPE_EXPENSE[\s\S]*carryText === '我要报销'[\s\S]*pushExpenseAssociationGatePrompt\(carryText\)/)
assert.match(suggestedActionsScript, /actionType === SKIP_REQUIRED_APPLICATION_LINK_ACTION[\s\S]*pushExpenseSceneSelectionPrompt/)
assert.match(suggestedActionsScript, /actionType === 'confirm_expense_intent'[\s\S]*pushExpenseAssociationGatePrompt\(originalMessage\)/)
assert.match(suggestedActionsScript, /pushReimbursementAssociationPromptMessage\(\{[\s\S]*skipDraftCheck: Boolean\(options\.skipDraftCheck\)/)
assert.match(submitComposerScript, /waitForExpenseSceneSelection[\s\S]*pushReimbursementAssociationPromptMessage\(\{[\s\S]*rawText/)
assert.match(submitComposerScript, /fetchExpenseClaims[\s\S]*currentUser/)
assert.doesNotMatch(submitComposerScript, /if \(waitForExpenseSceneSelection\) \{[\s\S]{0,260}buildExpenseSceneSelectionMessage/)
assert.match(submitComposerScript, /resolveAssistantScopeGuard/)
assert.match(submitComposerScript, /skipScopeGuard/)
assert.match(guidedFlowScript, /submitExistingComposer\(submitOptions\)/)

View File

@@ -0,0 +1,138 @@
import assert from 'node:assert/strict'
import test from 'node:test'
import { buildInlineApplicationPreview } from '../src/composables/workbenchAiMode/workbenchAiApplicationPreviewModel.js'
import { buildStewardSuggestedActions } from '../src/views/scripts/stewardPlanModel.js'
import { useWorkbenchAiActionRouter } from '../src/composables/workbenchAiMode/useWorkbenchAiActionRouter.js'
test('workbench steward application confirmation opens inline application preview directly', () => {
const [action] = buildStewardSuggestedActions({
plan_id: 'steward-plan-ready-application',
plan_status: 'ready',
tasks: [
{
task_id: 'task-application-beijing',
task_type: 'expense_application',
title: '费用申请 2026-06-23 北京',
summary: '明天前往北京出差3天支撑客户现场实施。',
assigned_agent: 'application_assistant',
ontology_fields: {
expense_type: 'travel',
time_range: '2026-06-23 至 2026-06-25',
location: '北京',
days: '3天',
reason: '支撑客户现场实施'
},
missing_fields: ['transport_mode']
}
],
confirmation_groups: [
{
confirmation_id: 'confirm-application-beijing',
action_type: 'confirm_create_application',
target_task_id: 'task-application-beijing'
}
]
})
let previewPayload = null
let fallbackConversationStarted = false
const router = useWorkbenchAiActionRouter({
aiExpenseDraft: { value: null },
applicationFlow: {
isInlineSuggestedActionDisabled: () => false,
executeInlineApplicationPreviewAction: () => {}
},
assistantDraft: { value: '' },
attachmentFlow: {
confirmAiAttachmentAssociation: () => {}
},
emit: () => {},
expenseFlow: {
linkAiExpenseApplication: () => {},
pushInlineExpenseSceneSelectionPrompt: () => {},
startAiApplicationPreviewFromAction: (payload) => {
previewPayload = payload
},
startAiExpenseDraft: () => {}
},
focusAiModeInput: () => {},
hasInlineAttachmentOcrDetails: () => false,
resolveLatestInlineUserPrompt: () => '',
selectedFiles: { value: [] },
startInlineConversation: () => {
fallbackConversationStarted = true
},
toast: () => {},
toggleInlineAttachmentOcrDetails: () => {}
})
router.handleInlineSuggestedAction(action)
assert.equal(fallbackConversationStarted, false)
assert.equal(previewPayload?.flow_id, 'travel_application')
assert.equal(previewPayload?.expense_type, 'travel')
assert.equal(previewPayload?.expense_type_label, '差旅费')
assert.match(previewPayload?.carry_text || '', /支撑客户现场实施/)
const preview = buildInlineApplicationPreview(previewPayload.expense_type_label, previewPayload.carry_text, {
name: '测试用户',
departmentName: '交付部',
position: '实施顾问',
managerName: '张经理',
grade: 'P5'
})
assert.equal(preview.fields.time, '2026-06-23 至 2026-06-25')
assert.equal(preview.fields.location, '北京')
assert.equal(preview.fields.reason, '支撑客户现场实施')
assert.equal(preview.fields.days, '3天')
assert.equal(preview.fields.transportMode, '')
})
test('workbench reimbursement skip link action opens new reimbursement flow', () => {
let sceneSelectionPayload = null
let fallbackConversationStarted = false
const router = useWorkbenchAiActionRouter({
aiExpenseDraft: { value: null },
applicationFlow: {
isInlineSuggestedActionDisabled: () => false,
executeInlineApplicationPreviewAction: () => {}
},
assistantDraft: { value: '' },
attachmentFlow: {
confirmAiAttachmentAssociation: () => {}
},
emit: () => {},
expenseFlow: {
linkAiExpenseApplication: () => {},
pushInlineExpenseSceneSelectionPrompt: (sourceText, label) => {
sceneSelectionPayload = { sourceText, label }
},
startAiApplicationPreviewFromAction: () => {},
startAiExpenseDraft: () => {}
},
focusAiModeInput: () => {},
hasInlineAttachmentOcrDetails: () => false,
resolveLatestInlineUserPrompt: () => '',
selectedFiles: { value: [] },
startInlineConversation: () => {
fallbackConversationStarted = true
},
toast: () => {},
toggleInlineAttachmentOcrDetails: () => {}
})
router.handleInlineSuggestedAction({
label: '不关联,单独新建报销单',
action_type: 'skip_required_application_link',
payload: {
original_message: '我要报销'
}
})
assert.equal(fallbackConversationStarted, false)
assert.deepEqual(sceneSelectionPayload, {
sourceText: '我要报销',
label: '不关联,单独新建报销单'
})
})

View File

@@ -0,0 +1,326 @@
import assert from 'node:assert/strict'
import { readFileSync } from 'node:fs'
import { join } from 'node:path'
import test from 'node:test'
import { useWorkbenchAiExpenseFlow } from '../src/composables/workbenchAiMode/useWorkbenchAiExpenseFlow.js'
const personalWorkbenchAiMode = readFileSync(
join(process.cwd(), 'web/src/composables/workbenchAiMode/usePersonalWorkbenchAiMode.js'),
'utf8'
)
function createInlineMessage(role, content, extras = {}) {
return {
id: `${role}-${Math.random().toString(16).slice(2)}`,
role,
content,
text: content,
...extras
}
}
function buildFlow(options = {}) {
const conversationMessages = { value: [] }
const aiExpenseDraft = { value: null }
const activated = []
let persisted = 0
const scrolled = []
const flow = useWorkbenchAiExpenseFlow({
activateInlineConversation: (payload) => {
activated.push(payload)
conversationStarted.value = true
},
aiExpenseDraft,
assistantDraft: { value: '我要报销' },
clearAiModeFiles: () => {},
closeWorkbenchDatePicker: () => {},
conversationMessages,
conversationStarted,
createInlineMessage,
currentUser: { value: options.currentUser || { name: '张小青', username: 'xiaoqing.zhang' } },
fetchExpenseClaimsForAi: options.fetchExpenseClaimsForAi,
runOrchestratorForAi: options.runOrchestratorForAi,
associationQueryTimeoutMs: options.associationQueryTimeoutMs,
persistCurrentConversation: () => {
persisted += 1
},
pushInlineUserMessage: (text) => {
conversationMessages.value.push(createInlineMessage('user', text))
},
removeWorkbenchDateTag: () => {},
resolveLatestInlineUserPrompt: () => '我要报销',
scrollInlineConversationToBottom: (payload) => {
scrolled.push(payload || {})
},
startAiApplicationPreview: () => {}
})
return { activated, aiExpenseDraft, conversationMessages, flow, get persisted() { return persisted }, scrolled }
}
const conversationStarted = { value: false }
test('reimbursement intent checks drafts before recommending approved application documents', async () => {
conversationStarted.value = false
let queried = 0
const { conversationMessages, flow } = buildFlow({
fetchExpenseClaimsForAi: async () => {
queried += 1
return {
items: [
{
id: 'app-travel-1',
claim_no: 'AP-202606-001',
employee_name: '张小青',
expense_type: 'travel_application',
reason: '北京客户现场实施',
location: '北京',
status: 'approved',
start_date: '2026-06-23',
end_date: '2026-06-25',
amount: 1650
},
{
id: 're-linked-1',
claim_no: 'RE-202606-001',
employee_name: '张小青',
expense_type: 'travel',
status: 'submitted',
risk_flags_json: [{
source: 'application_link',
application_claim_no: 'AP-202606-002'
}]
},
{
id: 'app-linked-1',
claim_no: 'AP-202606-002',
employee_name: '张小青',
expense_type: 'travel_application',
reason: '已被关联的申请',
status: 'approved'
}
]
}
}
})
await flow.startAiReimbursementAssociationGate('我要报销')
assert.equal(queried, 1)
assert.equal(conversationMessages.value[0]?.role, 'user')
assert.equal(conversationMessages.value[0]?.content, '我要报销')
const assistantMessage = conversationMessages.value.at(-1)
assert.equal(assistantMessage.role, 'assistant')
assert.match(assistantMessage.content, /先检查.*报销草稿/)
assert.match(assistantMessage.content, /没有查到可继续的报销草稿/)
assert.match(assistantMessage.content, /先查询.*可关联申请单/)
assert.match(assistantMessage.content, /AP-202606-001/)
assert.doesNotMatch(assistantMessage.content, /AP-202606-002/)
assert.equal(assistantMessage.suggestedActions[0].action_type, 'select_required_application')
assert.equal(assistantMessage.suggestedActions[0].payload.application_claim_no, 'AP-202606-001')
assert.equal(assistantMessage.suggestedActions.at(-1).action_type, 'skip_required_application_link')
})
test('reimbursement intent stops at existing reimbursement drafts before application association', async () => {
conversationStarted.value = false
const { conversationMessages, flow } = buildFlow({
fetchExpenseClaimsForAi: async () => ({
items: [
{
id: 'draft-travel-1',
claim_no: 'RE-202606-010',
employee_name: '张小青',
expense_type: 'travel',
reason: '北京客户现场实施报销',
location: '北京',
status: 'draft',
amount: 650,
created_at: '2026-06-23T10:00:00Z'
},
{
id: 'app-travel-1',
claim_no: 'AP-202606-001',
employee_name: '张小青',
expense_type: 'travel_application',
reason: '北京客户现场实施',
location: '北京',
status: 'approved',
start_date: '2026-06-23',
end_date: '2026-06-25',
amount: 1650
}
]
})
})
await flow.startAiReimbursementAssociationGate('我要报销')
const assistantMessage = conversationMessages.value.at(-1)
assert.match(assistantMessage.content, /先检查.*报销草稿/)
assert.match(assistantMessage.content, /查到 1 个可继续的报销草稿/)
assert.match(assistantMessage.content, /RE-202606-010/)
assert.doesNotMatch(assistantMessage.content, /AP-202606-001/)
assert.equal(assistantMessage.suggestedActions[0].action_type, 'open_application_detail')
assert.match(assistantMessage.suggestedActions[0].label, /继续草稿/)
assert.equal(assistantMessage.suggestedActions.at(-1).action_type, 'skip_reimbursement_draft_check')
})
test('reimbursement association gate shows thinking before querying and renders application cards', async () => {
conversationStarted.value = false
let queried = 0
let resolveClaims = null
const claimsPromise = new Promise((resolve) => {
resolveClaims = resolve
})
const { conversationMessages, flow } = buildFlow({
fetchExpenseClaimsForAi: async () => {
queried += 1
return claimsPromise
}
})
const gatePromise = flow.startAiReimbursementAssociationGate('我要报销')
await Promise.resolve()
assert.equal(queried, 0)
assert.equal(conversationMessages.value[0]?.role, 'user')
const thinkingMessage = conversationMessages.value[1]
assert.equal(thinkingMessage.role, 'assistant')
assert.equal(thinkingMessage.pending, true)
assert.equal(thinkingMessage.stewardPlan.streamStatus, 'streaming')
assert.match(thinkingMessage.stewardPlan.thinkingEvents[0].title, /判断用户意图/)
await new Promise((resolve) => setTimeout(resolve, 360))
assert.equal(queried, 1)
const queryMessage = conversationMessages.value[1]
assert.notEqual(queryMessage, thinkingMessage)
assert.match(queryMessage.stewardPlan.thinkingEvents[1].title, /检查报销草稿/)
resolveClaims({
items: [{
id: 'app-travel-card',
claim_no: 'AP-202606-006',
employee_name: '张小青',
expense_type: 'travel_application',
reason: '北京客户现场实施',
location: '北京',
status: 'approved',
start_date: '2026-06-23',
end_date: '2026-06-25',
amount: 1650
}]
})
await gatePromise
const finalMessage = conversationMessages.value[1]
assert.notEqual(finalMessage, queryMessage)
assert.equal(finalMessage.pending, false)
assert.equal(finalMessage.stewardPlan.streamStatus, 'completed')
assert.match(finalMessage.content, /没有查到可继续的报销草稿/)
assert.match(finalMessage.content, /ai-document-card-list/)
assert.match(finalMessage.content, /ai-document-card--application/)
assert.match(finalMessage.content, /AP-202606-006/)
})
test('reimbursement association gate times out stalled claim query and unlocks fallback actions', async () => {
conversationStarted.value = false
const { conversationMessages, flow } = buildFlow({
associationQueryTimeoutMs: 5,
fetchExpenseClaimsForAi: async () => new Promise(() => {})
})
const gatePromise = flow.startAiReimbursementAssociationGate('发起报销')
await new Promise((resolve) => setTimeout(resolve, 360))
await gatePromise
const assistantMessage = conversationMessages.value.at(-1)
assert.equal(assistantMessage.pending, false)
assert.equal(assistantMessage.stewardPlan.streamStatus, 'failed')
assert.match(assistantMessage.content, /查询可关联申请单.*超时|查询可关联申请单时出现异常/)
assert.equal(assistantMessage.suggestedActions.at(-1).action_type, 'skip_required_application_link')
})
test('reimbursement association gate matches short username with returned employee email', async () => {
conversationStarted.value = false
const { conversationMessages, flow } = buildFlow({
currentUser: { name: 'caoxiaozhu', username: 'caoxiaozhu' },
fetchExpenseClaimsForAi: async () => ({
items: [
{
id: 'app-short-owner',
claim_no: 'AVF9ST8TT',
employee_id: 'emp-caoxiaozhu',
employee_name: '曹笑竹',
employee_email: 'caoxiaozhu@xf.com',
employee_no: 'E90919',
expense_type: 'travel_application',
reason: '参加相关残联会议',
location: '上海',
status: 'approved',
amount: 1200
}
]
})
})
await flow.startAiReimbursementAssociationGate('发起报销')
const assistantMessage = conversationMessages.value.at(-1)
assert.match(assistantMessage.content, /AVF9ST8TT/)
assert.equal(assistantMessage.suggestedActions[0].action_type, 'select_required_application')
assert.equal(assistantMessage.suggestedActions[0].payload.application_claim_no, 'AVF9ST8TT')
})
test('linked application selection can create reimbursement draft from association gate', async () => {
conversationStarted.value = false
const orchestratorCalls = []
const { aiExpenseDraft, conversationMessages, flow } = buildFlow({
fetchExpenseClaimsForAi: async () => ({ items: [] }),
runOrchestratorForAi: async (payload, options) => {
orchestratorCalls.push({ payload, options })
return {
status: 'succeeded',
conversation_id: 'conv-linked-draft',
result: {
draft_payload: {
claim_id: 'draft-linked-1',
claim_no: 'RE-202606-009',
status: 'draft',
expense_type: 'travel',
reason: '北京客户现场实施'
}
}
}
}
})
await flow.linkAiExpenseApplication({
application_claim_no: 'AP-202606-001',
application_expense_type: 'travel_application',
application_reason: '北京客户现场实施',
application_location: '北京',
application_business_time: '2026-06-23 至 2026-06-25',
application_amount_label: '1,650元'
})
assert.equal(orchestratorCalls.length, 1)
assert.equal(orchestratorCalls[0].payload.context_json.review_action, 'save_draft')
assert.equal(orchestratorCalls[0].payload.context_json.expense_scene_selection.application_claim_no, 'AP-202606-001')
assert.equal(orchestratorCalls[0].payload.context_json.review_form_values.application_claim_no, 'AP-202606-001')
assert.equal(aiExpenseDraft.value, null)
assert.match(conversationMessages.value.at(-1).content, /报销草稿 RE-202606-009 已生成/)
assert.equal(conversationMessages.value.at(-1).draftPayload.claim_no, 'RE-202606-009')
assert.equal(conversationMessages.value.at(-1).suggestedActions[0].action_type, 'open_application_detail')
})
test('personal workbench routes reimbursement creation intent to association gate before steward', () => {
assert.match(personalWorkbenchAiMode, /function isReimbursementCreationIntent\(prompt = ''\)/)
const startConversationIndex = personalWorkbenchAiMode.indexOf('function startInlineConversation')
const gateIndex = personalWorkbenchAiMode.indexOf('expenseFlow.startAiReimbursementAssociationGate(cleanPrompt', startConversationIndex)
const stewardIndex = personalWorkbenchAiMode.indexOf('stewardFlow.requestInlineAssistantReply(cleanPrompt', startConversationIndex)
assert.ok(startConversationIndex >= 0)
assert.ok(gateIndex > startConversationIndex)
assert.ok(stewardIndex > gateIndex)
assert.match(personalWorkbenchAiMode, /function runAiModeAction\(item\)[\s\S]*expenseFlow\.startAiReimbursementAssociationGate\(item\.prompt, item\.label\)/)
})