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feat: 完善文档中心与报销申请交互及侧边栏重构

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后端优化编排器报销查询和本体检测精度，增强报销单草稿保
存和附件回填逻辑，前端重构侧边栏组件支持折叠和图标导
航，完善文档中心状态筛选和详情提示，报销创建和审批详情
页优化会话管理和费用明细交互，新增助手应用服务和预设动
作工具函数，补充单元测试覆盖。
This commit is contained in:
caoxiaozhu
2026-05-25 13:35:39 +08:00
parent 50b1c3f9a9
commit d0e946cf47
59 changed files with 5117 additions and 416 deletions
Download Patch File Download Diff File Expand all files Collapse all files

152
web/src/views/scripts/TravelReimbursementCreateView.js
View File

@@ -29,6 +29,11 @@ import {
buildExpenseSceneSelectionActions
} from '../../utils/expenseAssistantActions.js'
import { buildSuggestedActionKey } from '../../utils/suggestedActionKey.js'
import { ASSISTANT_SCOPE_ACTION_SWITCH } from '../../utils/assistantSessionScope.js'
import {
mergeComposerPrefill,
resolveSuggestedActionPrefill
} from '../../utils/assistantSuggestedActionPrefill.js'
import {
calculateTravelReimbursement,
fetchExpenseClaims,
@@ -143,11 +148,14 @@ import {
resolveDocumentPreview
} from './travelReimbursementAttachmentModel.js'
import {
ASSISTANT_SESSION_MODE_OPTIONS,
ASSISTANT_DISPLAY_NAME,
FLOW_STEP_FALLBACKS,
HOT_KNOWLEDGE_QUESTIONS,
INTENT_LABELS,
SCENARIO_LABELS,
SESSION_TYPE_APPLICATION,
SESSION_TYPE_APPROVAL,
SESSION_TYPE_EXPENSE,
SESSION_TYPE_KNOWLEDGE,
aiAvatar,
@@ -156,6 +164,7 @@ import {
buildMessageMeta,
buildWelcomeInsight,
createMessage,
resolveAssistantSessionMode,
resolveKnowledgeRankLabel,
resolveKnowledgeRankTone,
sanitizeRequest,
@@ -195,6 +204,7 @@ const REVIEW_PANEL_SCOPE_OVERVIEW = 'overview'
const REVIEW_PANEL_SCOPE_DOCUMENTS = 'documents'
const REVIEW_PANEL_SCOPE_RISK = 'risk'
const REVIEW_NEXT_STEP_HREF = '#review-next-step'
const APPLICATION_SUBMIT_HREF = '#application-submit'
const REVIEW_RISK_PANEL_HREF_PREFIX = '#review-risk'
const REVIEW_QUICK_EDIT_HREF = '#review-quick-edit'
const FLOW_STEP_STATUS_PENDING = 'pending'
@@ -544,7 +554,6 @@ export default {
resolveCurrentUserId,
persistSessionState,
applySessionState,
clearKnowledgeSessionOnEntry,
switchSessionType
} = useTravelReimbursementSessionState({
props,
@@ -557,6 +566,10 @@ export default {
getSessionRuntimeRefs: () => sessionRuntimeRefs
})
const deleteSessionDialogOpen = ref(false)
const applicationSubmitConfirmDialog = ref({
open: false,
message: null
})
const nextStepConfirmDialog = ref({
open: false,
message: null,
@@ -566,6 +579,9 @@ export default {
const deleteSessionBusy = ref(false)
const reviewDrawerMode = ref(REVIEW_DRAWER_MODE_REVIEW)
const isKnowledgeSession = computed(() => activeSessionType.value === SESSION_TYPE_KNOWLEDGE)
const activeAssistantMode = computed(() => resolveAssistantSessionMode(activeSessionType.value))
const assistantHeaderTitle = computed(() => activeAssistantMode.value?.label || '财务助手')
const assistantHeaderDescription = computed(() => activeAssistantMode.value?.description || '个人财务中心')
const {
flowRunId,
flowSteps,
@@ -640,6 +656,12 @@ export default {
if (props.entrySource === 'detail' && linkedRequest.value?.id) {
return `例如：解释一下 ${linkedRequest.value.id} 的报销风险，或帮我生成处理意见草稿。`
}
if (activeSessionType.value === SESSION_TYPE_APPLICATION) {
return '例如：我想先申请一笔差旅费用，去上海支持项目部署。'
}
if (activeSessionType.value === SESSION_TYPE_APPROVAL) {
return '例如：查一下待我审核的单据，或帮我生成这张单据的审核意见。'
}
return '例如：查一下近10日报销金额、解释酒店超标风险，或根据附件整理报销核对信息。'
})
const currentIntentLabel = computed(() => {
@@ -652,12 +674,11 @@ export default {
agent: '知识回答'
}
: {
welcome: '财务助手',
welcome: activeAssistantMode.value?.label || '财务助手',
agent: '处理中'
}
return labels[currentInsight.value.intent] ?? 'AI 处理中'
})
let knowledgeSessionResetPromise = Promise.resolve()
const canDeleteCurrentSession = computed(
() => Boolean(conversationId.value) || messages.value.some((item) => item.role === 'user')
)
@@ -1008,14 +1029,15 @@ export default {
}
const isReviewOverviewDrawer = computed(() => reviewDrawerMode.value === REVIEW_DRAWER_MODE_REVIEW)
const shortcuts = computed(() => [
{
label: isKnowledgeSession.value ? '切换为个人工作台' : '切换为财务知识问答',
icon: isKnowledgeSession.value ? 'mdi mdi-briefcase-outline' : 'mdi mdi-book-open-page-variant-outline',
const shortcuts = computed(() =>
ASSISTANT_SESSION_MODE_OPTIONS.map((mode) => ({
label: mode.label,
icon: mode.icon,
action: 'switch_view',
targetSessionType: isKnowledgeSession.value ? SESSION_TYPE_EXPENSE : SESSION_TYPE_KNOWLEDGE
}
])
targetSessionType: mode.key,
active: mode.key === activeSessionType.value
}))
)
watch(
() => [activeReviewPayload.value, activeReviewPanelScope.value],
([payload]) => {
@@ -1147,7 +1169,6 @@ export default {
scrollToBottom()
})
})
void clearKnowledgeSessionOnEntry()
currentInsight.value =
currentInsight.value
|| buildWelcomeInsight(props.entrySource, linkedRequest.value, activeSessionType.value, currentUser.value)
@@ -1269,6 +1290,9 @@ export default {
async function runShortcut(shortcut) {
if (shortcut?.action === 'switch_view' && shortcut?.targetSessionType) {
if (shortcut.active) {
return
}
await switchSessionType(shortcut.targetSessionType)
return
}
@@ -1325,12 +1349,52 @@ export default {
persistSessionState()
}
function applySuggestedActionPrefill(action) {
const prefillText = resolveSuggestedActionPrefill(action)
if (!prefillText) {
return false
}
composerDraft.value = mergeComposerPrefill(composerDraft.value, prefillText)
nextTick(() => {
adjustComposerTextareaHeight()
composerTextareaRef.value?.focus()
})
persistSessionState()
return true
}
async function handleSuggestedAction(message, action) {
const actionType = String(action?.action_type || '').trim()
if (!actionType || submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) return
if (message?.suggestedActionsLocked) return
if (applySuggestedActionPrefill(action)) return
if (await handleGuidedSuggestedAction(message, action)) return
if (actionType === ASSISTANT_SCOPE_ACTION_SWITCH) {
const actionPayload = action?.payload && typeof action.payload === 'object' ? action.payload : {}
const targetSessionType = String(actionPayload.session_type || '').trim()
if (!targetSessionType) return
const carryText = String(actionPayload.carry_text || '').trim()
const carryFiles = actionPayload.carry_files ? Array.from(attachedFiles.value || []) : []
if (!lockSuggestedActionMessage(message, action)) return
await switchSessionType(targetSessionType)
if (carryText) {
composerDraft.value = carryText
}
if (carryFiles.length) {
const fileMergeResult = mergeFilesWithLimit([], carryFiles, MAX_ATTACHMENTS)
attachedFiles.value = fileMergeResult.files
composerFilesExpanded.value = fileMergeResult.files.length > VISIBLE_ATTACHMENT_CHIPS
}
nextTick(() => {
adjustComposerTextareaHeight()
scrollToBottom()
})
persistSessionState()
return
}
if (actionType === 'confirm_expense_intent') {
const originalMessage = String(action?.payload?.original_message || message?.text || '').trim()
if (!originalMessage) return
@@ -1571,6 +1635,60 @@ export default {
}
}
function openApplicationSubmitConfirm(message) {
if (!message) {
return
}
applicationSubmitConfirmDialog.value = {
open: true,
message
}
}
function closeApplicationSubmitConfirm() {
if (reviewActionBusy.value) {
return
}
applicationSubmitConfirmDialog.value = {
open: false,
message: null
}
}
async function confirmApplicationSubmit() {
const message = applicationSubmitConfirmDialog.value.message
if (!message || submitting.value || reviewActionBusy.value) {
return
}
applicationSubmitConfirmDialog.value = {
open: false,
message: null
}
reviewActionBusy.value = true
try {
const payload = await submitComposer({
rawText: '确认提交',
userText: '确认提交',
pendingText: '正在提交费用申请...',
systemGenerated: true
})
const draftPayload = payload?.result?.draft_payload || {}
const claimNo = String(draftPayload.claim_no || '').trim()
const claimId = String(draftPayload.claim_id || '').trim()
if (String(payload?.status || '').trim() === 'succeeded' && (claimNo || claimId)) {
emit('draft-saved', {
claimId,
claimNo,
status: 'submitted',
approvalStage: String(draftPayload.approval_stage || '直属领导审批').trim(),
documentType: 'application'
})
}
} finally {
reviewActionBusy.value = false
}
}
function isWorkbenchBusy() {
return submitting.value || reviewActionBusy.value || sessionSwitchBusy.value
}
@@ -1796,6 +1914,12 @@ export default {
}
const href = String(anchor.getAttribute('href') || '').trim()
if (href === APPLICATION_SUBMIT_HREF) {
event.preventDefault()
openApplicationSubmitConfirm(message)
return
}
if (href === REVIEW_NEXT_STEP_HREF) {
event.preventDefault()
openReviewNextStepConfirm(message)
@@ -1890,16 +2014,16 @@ export default {
emit, ASSISTANT_DISPLAY_NAME, aiAvatar, userAvatar, fileInputRef, composerTextareaRef, messageListRef, composerDraft, composerDatePickerOpen, composerDateMode, composerSingleDate, composerRangeStartDate, composerRangeEndDate, composerBusinessTimeTags, composerCanApplyDateSelection,
toggleComposerDatePicker, closeComposerDatePicker, setComposerDateMode, handleComposerDateInputChange, removeComposerBusinessTimeTag, flowSteps, flowRunId, flowRefreshBusy, completedFlowStepCount, flowOverallStatusTone, flowOverallStatusText, flowTotalDurationText,
attachedFiles, composerFilesExpanded, visibleAttachedFiles, hiddenAttachedFileCount, submitting, sessionSwitchBusy, messages, currentInsight, linkedRequest, canSubmit, activeSessionType, isKnowledgeSession, hotKnowledgeQuestions,
hasInsightPanelContent, showInsightPanel, insightPanelToggleLabel, composerPlaceholder, currentIntentLabel, canDeleteCurrentSession, latestReviewMessage, activeReviewPayload, activeReviewPanelScope, activeReviewFilePreviews, reviewDrawerMode, isReviewOverviewDrawer, isReviewDocumentDrawer, isReviewRiskDrawer, isReviewFlowDrawer,
hasInsightPanelContent, showInsightPanel, insightPanelToggleLabel, assistantHeaderTitle, assistantHeaderDescription, composerPlaceholder, currentIntentLabel, canDeleteCurrentSession, latestReviewMessage, activeReviewPayload, activeReviewPanelScope, activeReviewFilePreviews, reviewDrawerMode, isReviewOverviewDrawer, isReviewDocumentDrawer, isReviewRiskDrawer, isReviewFlowDrawer,
reviewDrawerTitle, reviewOverviewDrawerAvailable, reviewDocumentDrawerAvailable, reviewRiskDrawerAvailable, reviewFlowDrawerAvailable, reviewDocumentDrawerLabel, reviewDocumentDrawerIcon, reviewRiskDrawerLabel, reviewRiskDrawerIcon, reviewFlowDrawerLabel, reviewFlowDrawerIcon, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, canPreviewActiveReviewDocument,
reviewIntentText, reviewFactCards, reviewCategoryOptions, reviewOtherCategoryOptions, reviewSelectedOtherCategory, reviewInlineDirty, reviewInlineForm, reviewInlineEditorKey, reviewInlineErrors, reviewOtherCategoryOpen, reviewInlinePendingFiles, DATE_INPUT_FORMAT, REVIEW_SCENE_OTHER_OPTION, REVIEW_SCENE_OPTIONS, REVIEW_OTHER_CATEGORY_OPTIONS,
workbenchVisible, reviewPanelConfidence, reviewRiskSummary, reviewRiskItems, reviewRiskEmpty, recognizedNarratives, reviewRecognitionNotes, reviewDocumentSummaries, reviewDocumentCount, reviewDocumentDirty, reviewHasUnsavedChanges,
travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, nextStepConfirmDialog, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, applicationSubmitConfirmDialog, nextStepConfirmDialog, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, buildReviewPlainFollowupForMessage, buildReviewNextStepRichCopyForMessage, buildMessageBubbleClass, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel, buildReviewMainMessageText,
renderMarkdown, buildExpenseQueryWindowLabel, buildExpenseQueryHint, getExpenseQueryActivePage, getExpenseQueryTotalPages, getExpenseQueryVisibleRecords, resolveDocumentPreview, triggerFileUpload, applyComposerDateSelection, handleFilesChange, handleComposerInput, handleComposerEnter, runShortcut, runWelcomeQuickAction: runShortcut, handleSuggestedAction, isSuggestedActionSelected, askHotKnowledgeQuestion, resolveKnowledgeRankLabel, resolveKnowledgeRankTone,
refreshFlowRunDetail, formatFlowStepDuration, resolveFlowStepStatusLabel, resolveFlowStepDetail, toggleInsightPanel, openTravelCalculator, toggleTravelCalculator, closeTravelCalculator, submitTravelCalculator, switchToReviewOverviewDrawer, toggleReviewDocumentDrawer, toggleReviewRiskDrawer, toggleReviewFlowDrawer, toggleAttachedFilesExpanded, removeAttachedFile, clearAttachedFiles,
requestCloseWorkbench, emitCloseAfterLeave, handleAssistantModalAfterEnter, openExpenseQueryRecord, handleExpenseQueryRecordClick, setExpenseQueryPage, shiftExpenseQueryPage, openDeleteSessionDialog, closeDeleteSessionDialog, confirmDeleteCurrentSession, openInlineReviewEditor, closeInlineReviewEditor, commitInlineReviewEditor, clearInlineReviewFieldError, selectInlineScene, selectReviewCategory, selectReviewOtherCategory,
queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, closeReviewNextStepConfirm, confirmReviewNextStepSubmit, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, closeApplicationSubmitConfirm, confirmApplicationSubmit, closeReviewNextStepConfirm, confirmReviewNextStepSubmit, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
}
}
}