feat(web): AI 工作台多 task 串行推进与会话适配

- useWorkbenchAiApplicationPreviewFlow/useWorkbenchAiActionRouter/useWorkbenchAiCommandIntents 支持 task1 完成后自动推进 task2,确认按钮直接拉起申请预览,草稿/提交成功后继续推进下一 task
- workbenchAiIntentPlannerModel/workbenchAiMessageModel/workbenchAiCommandIntentModel 适配多 task 意图规划与消息结构
- aiApplicationPreviewActions/aiApplicationPrecheckModel/aiExpenseDraftModel/aiWorkbenchConversationStore 草稿与会话存储适配
- PersonalWorkbenchAiMode 与样式适配,更新 preview-actions/expense-draft/conversation-store/fast-preview/action-router/command-intent/intent-planner 测试
This commit is contained in:
caoxiaozhu
2026-06-26 22:42:23 +08:00
parent 5753899eb3
commit c4b5fcc067
22 changed files with 1171 additions and 144 deletions

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@@ -95,9 +95,62 @@ async function testSaveDraftActionUsesFastPreviewEndpoint() {
assert.equal(body.context_json.application_stage, 'expense_application')
}
async function testEditDraftActionCarriesClaimAndEditableFields() {
let capturedOptions = null
global.fetch = async (_url, options) => {
capturedOptions = options
return {
ok: true,
async json() {
return {
status: 'succeeded',
result: {
draft_payload: {
claim_id: 'claim-edit-application',
claim_no: 'AP-20260620-EDIT',
status: 'draft',
approval_stage: '待提交'
}
}
}
}
}
}
await runAiApplicationPreviewAction({
actionType: AI_APPLICATION_ACTION_SAVE_DRAFT,
applicationPreview: {
applicationEditMode: true,
editableFields: ['reason', 'time', 'location', 'transportMode'],
fields: {
applicationType: '差旅费用申请',
time: '2026-07-01 至 2026-07-03',
location: '北京',
reason: '项目实施',
days: '3天',
transportMode: '火车',
amount: '1000元'
}
},
currentUser: { username: 'zhangsan@example.com', name: '张三' },
draftPayload: {
claim_id: 'claim-edit-application',
claim_no: 'AP-20260620-EDIT',
status: 'returned'
}
})
const body = JSON.parse(capturedOptions.body)
assert.equal(body.context_json.application_edit_claim_id, 'claim-edit-application')
assert.equal(body.context_json.application_edit_mode, true)
assert.deepEqual(body.context_json.application_editable_fields, ['reason', 'time', 'location', 'transportMode'])
}
async function run() {
await testSubmitActionUsesFastPreviewEndpoint()
await testSaveDraftActionUsesFastPreviewEndpoint()
await testEditDraftActionCarriesClaimAndEditableFields()
console.log('ai-application-preview-actions tests passed')
}

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@@ -3,6 +3,7 @@ import test from 'node:test'
import {
applyAiExpenseAnswer,
buildAiExpenseDraftPrefillValues,
buildAiExpenseStepPrompt,
buildAiExpenseSummary,
createAiExpenseDraft,
@@ -71,3 +72,41 @@ test('summary lists every filled field and the linked application', () => {
assert.match(summary, /AP-202606-001/)
assert.match(summary, /85元/)
})
test('buildAiExpenseDraftPrefillValues maps task ontology fields onto draft fields', () => {
const values = buildAiExpenseDraftPrefillValues({
expense_type: 'meal',
amount: '2000元',
time_range: '昨天',
reason: '客户招待',
location: '上海',
unrelated_field: 'ignore me'
})
assert.equal(values.amount, '2000元')
assert.equal(values.time_range, '昨天')
assert.equal(values.reason, '客户招待')
assert.equal(values.location, '上海')
assert.equal(values.unrelated_field, undefined)
})
test('createAiExpenseDraft with prefillValues skips already filled steps', () => {
const draft = createAiExpenseDraft('meal', '业务招待费', {
amount: '2000元',
reason: '客户招待'
})
// reason 已填,跳到下一个未填字段 time_range
assert.equal(draft.values.amount, '2000元')
assert.equal(draft.values.reason, '客户招待')
assert.equal(draft.stepKey, 'time_range')
})
test('createAiExpenseDraft with all prefillValues lands on summary', () => {
const draft = createAiExpenseDraft('meal', '业务招待费', {
reason: '客户招待',
time_range: '昨天',
location: '上海',
amount: '2000元',
attachments: '稍后上传'
})
assert.ok(isAiExpenseDraftComplete(draft))
})

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@@ -67,3 +67,37 @@ test('AI workbench conversation store persists scoped history for sidebar sessio
assert.equal(nextHistory.length, 1)
assert.equal(nextHistory[0].id, 'conv-first')
})
test('AI workbench conversation store preserves stewardRemainingTasks on messages', () => {
installLocalStorageMock()
const user = { username: 'caoxiaozhu' }
const remainingTasks = [
{ task_id: 't2', task_type: 'reimbursement', ontology_fields: { expense_type: 'meal' } }
]
saveAiWorkbenchConversation(user, {
id: 'conv-multi-task',
title: '出差+招待费',
updatedAt: Date.now(),
messages: [
{ id: 'u1', role: 'user', content: '出差+报销招待费' },
{
id: 'a1',
role: 'assistant',
content: '申请草稿已保存',
stewardRemainingTasks: remainingTasks
}
]
})
const history = loadAiWorkbenchConversationHistory(user)
assert.equal(history.length, 1)
// 历史摘要不要求保留 stewardRemainingTasks,但加载完整会话时消息上应保留。
// 这里通过 saveAiWorkbenchConversation 的往返确认 normalizeMessage 不会丢弃该字段。
const stored = JSON.parse(globalThis.window.localStorage.getItem(
'x-financial:workbench-ai-conversations:caoxiaozhu'
))
const conversation = stored.find((item) => item.id === 'conv-multi-task')
const persistedMessage = conversation.messages.find((m) => m.id === 'a1')
assert.deepEqual(persistedMessage.stewardRemainingTasks, remainingTasks)
})

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@@ -362,6 +362,40 @@ test('travel application submit can continue with conversational planning recomm
assert.match(recommendation, /AP-202606030001-ABCDE123/)
})
test('application edit preview only allows reason time location and transport changes', () => {
const preview = normalizeApplicationPreview({
sourceText: '修改申请',
applicationEditMode: true,
editableFields: ['reason', 'time', 'location', 'transportMode'],
fields: {
applicationType: '差旅费用申请',
applicant: '李文静',
grade: 'P5',
department: '财务部',
position: '财务分析师',
managerName: '王强',
time: '2026-05-25 至 2026-05-28',
location: '上海',
reason: '客户现场项目支持',
days: '4天',
transportMode: '火车',
lodgingDailyCap: '450元/天',
subsidyDailyCap: '100元/天',
transportPolicy: '按规则测算',
policyEstimate: '交通 300元 + 住宿 1800元 + 补贴 400元 = 2500元',
amount: '2500元'
}
})
const rows = buildApplicationPreviewRows(preview)
const editableKeys = rows.filter((row) => row.editable).map((row) => row.key)
assert.deepEqual(editableKeys, ['time', 'time_return', 'location', 'reason', 'transportMode'])
assert.equal(rows.find((row) => row.key === 'applicationType')?.editable, false)
assert.equal(rows.find((row) => row.key === 'days')?.editable, false)
assert.equal(rows.find((row) => row.key === 'amount')?.editable, false)
assert.match(buildLocalApplicationPreviewMessage(preview), /只修改事由、时间、地点和出行方式/)
})
test('application preview renders ordered editable rows and submit text uses edited values', () => {
const preview = buildLocalApplicationPreview('申请 2026-05-25 至 2026-05-28 去新疆伊犁出差服务美团业务部署火车预计费用1800元', {
name: '李文静',

View File

@@ -93,6 +93,65 @@ test('workbench steward application confirmation opens inline application previe
assert.equal(preview.fields.transportMode, '')
})
test('workbench low-confidence application confirmation forwards remaining tasks', () => {
let previewCall = null
const remainingTasks = [{
task_id: 'task-reimbursement-2',
task_type: 'reimbursement',
assigned_agent: 'reimbursement_assistant',
ontology_fields: {
expense_type: 'entertainment',
expense_type_label: '业务招待费',
amount: '2000元',
time_range: '2026-06-25',
reason: '业务招待'
}
}]
const router = useWorkbenchAiActionRouter({
aiExpenseDraft: { value: null },
applicationFlow: {
isInlineSuggestedActionDisabled: () => false,
executeInlineApplicationPreviewAction: () => {},
startAiApplicationPreview: (...args) => {
previewCall = args
}
},
assistantDraft: { value: '' },
attachmentFlow: {
confirmAiAttachmentAssociation: () => {}
},
emit: () => {},
expenseFlow: {
linkAiExpenseApplication: () => {},
pushInlineExpenseSceneSelectionPrompt: () => {},
startAiApplicationPreviewFromAction: () => {},
startAiExpenseDraft: () => {}
},
focusAiModeInput: () => {},
hasInlineAttachmentOcrDetails: () => false,
resolveLatestInlineUserPrompt: () => '',
selectedFiles: { value: [] },
startInlineConversation: () => {},
toast: () => {},
toggleInlineAttachmentOcrDetails: () => {}
})
router.handleInlineSuggestedAction({
label: '确认发起出差申请',
action_type: 'ai_application_confirm_intent',
payload: {
sourceText: '2月20-23日去上海出差3天服务国网服务器部署并且报销昨天的业务招待费2000元',
ontologyFields: { location: '上海', reason: '服务国网服务器部署' },
stewardRemainingTasks: remainingTasks
}
})
assert.ok(previewCall, 'startAiApplicationPreview 应被调用')
assert.deepEqual(previewCall[3].stewardRemainingTasks, remainingTasks)
assert.equal(typeof previewCall[3].onPreviewReadyForNextTask, 'function')
assert.equal(typeof previewCall[3].onApplicationActionCompleted, 'function')
})
test('workbench reimbursement skip link action opens new reimbursement flow', () => {
let sceneSelectionPayload = null
let fallbackConversationStarted = false
@@ -389,3 +448,70 @@ test('workbench steward executable submit action runs precheck before submit and
globalThis.fetch = originalFetch
}
})
test('workbench steward continue-next-task reimbursement prefills ontology and forwards remaining tasks', () => {
let expenseDraftCall = null
const router = useWorkbenchAiActionRouter({
aiExpenseDraft: { value: null },
applicationFlow: {
isInlineSuggestedActionDisabled: () => false,
executeInlineApplicationPreviewAction: () => {}
},
assistantDraft: { value: '' },
attachmentFlow: {
confirmAiAttachmentAssociation: () => {}
},
emit: () => {},
expenseFlow: {
linkAiExpenseApplication: () => {},
promptAiReimbursementDraftContinuation: () => {},
promptStandaloneReimbursementDraftCreation: () => {},
pushInlineExpenseSceneSelectionPrompt: () => {},
startAiApplicationPreviewFromAction: () => {},
startAiExpenseDraft: (expenseType, expenseTypeLabel, requiresApplicationBeforeReimbursement, options) => {
expenseDraftCall = { expenseType, expenseTypeLabel, requiresApplicationBeforeReimbursement, options }
},
startAiReimbursementAssociationGate: () => {}
},
focusAiModeInput: () => {},
hasInlineAttachmentOcrDetails: () => false,
resolveLatestInlineUserPrompt: () => '',
selectedFiles: { value: [] },
startInlineConversation: () => {},
toast: () => {},
toggleInlineAttachmentOcrDetails: () => {}
})
router.handleInlineSuggestedAction({
label: '继续处理费用报销',
action_type: 'steward_continue_next_task',
payload: {
steward_confirm_flow: true,
flow_id: 'travel_reimbursement',
steward_current_task: {
task_id: 'task-meal-1',
task_type: 'reimbursement',
title: '业务招待费报销',
summary: '报销昨天业务招待费2000元',
ontology_fields: {
expense_type: 'meal',
expense_type_label: '业务招待费',
amount: '2000元',
time_range: '昨天',
reason: '客户招待'
}
},
steward_remaining_tasks: []
}
})
// task2(招待费报销)启动时:费用类型正确、语义预填到草稿、remaining tasks 透传
assert.ok(expenseDraftCall, 'startAiExpenseDraft 应被调用')
assert.equal(expenseDraftCall.expenseType, 'meal')
assert.equal(expenseDraftCall.expenseTypeLabel, '业务招待费')
assert.equal(expenseDraftCall.requiresApplicationBeforeReimbursement, true)
assert.equal(expenseDraftCall.options.prefillValues.amount, '2000元')
assert.equal(expenseDraftCall.options.prefillValues.reason, '客户招待')
assert.equal(expenseDraftCall.options.prefillValues.time_range, '昨天')
assert.deepEqual(expenseDraftCall.options.stewardRemainingTasks, [])
})

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@@ -4,8 +4,10 @@ import test from 'node:test'
import { fileURLToPath } from 'node:url'
import {
buildWorkbenchDocumentCommandFollowupGuidance,
buildWorkbenchDraftDeletionGuidance,
isWorkbenchDraftDeletionIntent,
resolveLatestWorkbenchDocumentCommandContext,
resolveLatestWorkbenchDraftPayload
} from '../src/composables/workbenchAiMode/workbenchAiCommandIntentModel.js'
@@ -87,8 +89,45 @@ test('workbench draft deletion guidance opens detail instead of deleting directl
assert.equal(guidance.suggestedActions[0].payload.claim_no, 'ALATEST1')
})
test('workbench command intent reuses previous approval candidates for follow-up approval command', () => {
const context = resolveLatestWorkbenchDocumentCommandContext([
{
role: 'assistant',
content: [
'### 已查询到相关单据',
'',
'<article class="ai-document-card ai-document-card--application ai-document-card--approval-task is-pending">',
'<a class="ai-document-card__action" href="#ai-open-document-detail:claim_id%3Dapproval-1%26claim_no%3DAP-APPROVAL-001">查看详情</a>',
'</article>',
'<article class="ai-document-card ai-document-card--reimbursement ai-document-card--approval-task is-pending">',
'<a class="ai-document-card__action" href="#ai-open-document-detail:claim_id%3Dapproval-2%26claim_no%3DRE-APPROVAL-002">查看详情</a>',
'</article>'
].join('\n')
}
], { action: 'approve', safetyLevel: 'confirm_required' })
assert.equal(context?.candidates.length, 2)
assert.deepEqual(context.candidates[0], {
claimId: 'approval-1',
claimNo: 'AP-APPROVAL-001',
documentType: 'application',
actionLabel: '查看详情'
})
const guidance = buildWorkbenchDocumentCommandFollowupGuidance(context, { action: 'approve' })
assert.match(guidance.content, /已接上刚才查询到的待审单据/)
assert.match(guidance.content, /AP-APPROVAL-001/)
assert.match(guidance.content, /RE-APPROVAL-002/)
assert.equal(guidance.suggestedActions.length, 2)
assert.equal(guidance.suggestedActions[0].action_type, 'open_application_detail')
assert.equal(guidance.suggestedActions[0].payload.claim_id, 'approval-1')
assert.equal(guidance.suggestedActions[0].payload.command_action, 'approve')
})
test('workbench draft deletion intent is wired before draft slot continuation', () => {
assert.match(commandIntentsScript, /isWorkbenchDraftDeletionIntent/)
assert.match(commandIntentsScript, /resolveLatestWorkbenchDocumentCommandContext/)
assert.match(commandIntentsScript, /buildWorkbenchDocumentCommandFollowupGuidance/)
assert.match(commandIntentsScript, /function handleInlineDraftDeletionIntent\(cleanPrompt, entry = \{\}\)/)
assert.match(commandIntentsScript, /resolveLatestWorkbenchDraftPayload\(conversationMessages\.value\)/)
assert.match(commandIntentsScript, /buildWorkbenchDraftDeletionGuidance\(draftPayload\)/)

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@@ -79,6 +79,48 @@ test('workbench AI intent planner normalizes model travel application submit pla
})
})
test('workbench AI intent planner keeps reimbursement task after first application task', () => {
const reimbursementTask = {
task_id: 'task-reimbursement-2',
task_type: 'reimbursement',
assigned_agent: 'reimbursement_assistant',
title: '业务招待费报销',
summary: '报销昨天的业务招待费 2000 元',
requested_action: 'preview',
confidence: 0.9,
ontology_fields: {
expense_type: 'entertainment',
expense_type_label: '业务招待费',
time_range: '2026-06-25',
amount: '2000元',
reason: '业务招待'
},
missing_fields: []
}
const plan = normalizeWorkbenchAiIntentPlan({
planning_source: 'llm_function_call',
tasks: [{
task_id: 'task-application-1',
task_type: 'expense_application',
assigned_agent: 'application_assistant',
requested_action: 'preview',
confidence: 0.93,
ontology_fields: {
expense_type: 'travel',
time_range: '2026-02-20 至 2026-02-23',
location: '上海',
reason: '服务国网服务器部署'
},
missing_fields: ['transport_mode']
}, reimbursementTask]
}, {
prompt: '2月20-23日去上海出差3天服务国网服务器部署并且报销昨天的业务招待费2000元'
})
assert.deepEqual(plan.stewardRemainingTasks, [reimbursementTask])
assert.deepEqual(resolveExecutableTravelApplicationPlan(plan).stewardRemainingTasks, [reimbursementTask])
})
test('workbench AI intent planner prefers server action steps when present', () => {
const plan = normalizeWorkbenchAiIntentPlan({
planning_source: 'llm_function_call',
@@ -304,7 +346,12 @@ test('workbench AI mode asks steward model plan before fallback execution', () =
assert.match(personalWorkbenchAiModeScript, /requestedSubmit:\s*travelApplicationRequest\.requestedSubmit/)
assert.match(personalWorkbenchAiModeScript, /submitRequiresConfirmation:\s*travelApplicationRequest\.submitRequiresConfirmation/)
assert.match(personalWorkbenchAiModeScript, /ontologyFields:\s*travelApplicationRequest\.ontologyFields/)
assert.match(personalWorkbenchAiModeScript, /stewardRemainingTasks:\s*travelApplicationRequest\.stewardRemainingTasks/)
assert.match(personalWorkbenchAiModeScript, /onPreviewReadyForNextTask:\s*startModelPlannedNextTask/)
assert.match(personalWorkbenchAiModeScript, /onApplicationActionCompleted:\s*startModelPlannedNextTask/)
assert.match(applicationPreviewFlowScript, /options\.autoSaveDraft/)
assert.match(applicationPreviewFlowScript, /options\.onPreviewReadyForNextTask/)
assert.match(applicationPreviewFlowScript, /onApplicationActionCompleted\(\s*targetMessage\.stewardRemainingTasks/)
assert.doesNotMatch(applicationPreviewFlowScript, /options\.autoSubmit && normalizeApplicationPreview\(preview\)\.readyToSubmit/)
assert.match(applicationPreviewFlowScript, /ontologyFields:\s*options\.ontologyFields/)
assert.match(applicationPreviewFlowScript, /executeInlineApplicationPreviewAction\(AI_APPLICATION_ACTION_SAVE_DRAFT/)