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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
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171
web/src/views/scripts/travelReimbursementConversationModel.js
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@@ -9,14 +9,65 @@ import {
} from './travelReimbursementGuidedFlowModel.js'
export const SESSION_TYPE_EXPENSE = 'expense'
export const SESSION_TYPE_APPLICATION = 'application'
export const SESSION_TYPE_APPROVAL = 'approval'
export const SESSION_TYPE_KNOWLEDGE = 'knowledge'
export const ASSISTANT_SESSION_TYPES = [
SESSION_TYPE_APPLICATION,
SESSION_TYPE_EXPENSE,
SESSION_TYPE_APPROVAL,
SESSION_TYPE_KNOWLEDGE
]
export const ASSISTANT_SESSION_MODE_OPTIONS = [
{
key: SESSION_TYPE_APPLICATION,
label: '申请助手',
icon: 'mdi mdi-file-plus-outline',
description: '只处理费用申请、事前审批、申请材料和申请状态'
},
{
key: SESSION_TYPE_EXPENSE,
label: '报销助手',
icon: 'mdi mdi-receipt-text-plus-outline',
description: '只处理报销发起、票据识别、草稿归集和报销状态'
},
{
key: SESSION_TYPE_APPROVAL,
label: '审核助手',
icon: 'mdi mdi-clipboard-check-outline',
description: '只处理待审单据、风险解释、审批动作和审核意见'
},
{
key: SESSION_TYPE_KNOWLEDGE,
label: '财务知识助手',
icon: 'mdi mdi-book-open-page-variant-outline',
description: '只处理财务制度、标准规则、票据要求和政策解释'
}
]
export function normalizeAssistantSessionType(sessionType, fallback = SESSION_TYPE_EXPENSE) {
const normalized = String(sessionType || '').trim()
if (ASSISTANT_SESSION_TYPES.includes(normalized)) {
return normalized
}
const fallbackType = String(fallback || '').trim()
return ASSISTANT_SESSION_TYPES.includes(fallbackType) ? fallbackType : SESSION_TYPE_EXPENSE
}
export function resolveAssistantSessionMode(sessionType) {
const normalized = normalizeAssistantSessionType(sessionType)
return ASSISTANT_SESSION_MODE_OPTIONS.find((item) => item.key === normalized) || ASSISTANT_SESSION_MODE_OPTIONS[1]
}
export const aiAvatar = '/assets/header.png'
export const userAvatar = '/assets/person.png'
export const SOURCE_LABELS = {
workbench: '来自个人工作台',
topbar: '来自发起报销',
application: '来自发起申请',
detail: '来自智能录入',
upload: '来自附件上传',
requests: '来自报销列表'
@@ -109,6 +160,42 @@ export const EXPENSE_WELCOME_QUICK_ACTIONS = [
}
]
export const APPLICATION_WELCOME_QUICK_ACTIONS = [
{
label: '快速发起申请',
prompt: '我想快速发起一笔费用申请，请先帮我判断申请类型并引导补充信息。',
icon: 'mdi mdi-file-plus-outline'
},
{
label: '查询申请状态',
prompt: '帮我查询我的费用申请单状态，筛选最近的 5 条记录。',
icon: 'mdi mdi-file-search-outline'
},
{
label: '申请材料清单',
prompt: '请告诉我发起费用申请通常需要准备哪些关键信息和附件。',
icon: 'mdi mdi-clipboard-text-search-outline'
}
]
export const APPROVAL_WELCOME_QUICK_ACTIONS = [
{
label: '待我审核',
prompt: '帮我查询当前待我审核的单据，筛选最近的 5 条记录。',
icon: 'mdi mdi-clipboard-list-outline'
},
{
label: '审核风险说明',
prompt: '帮我梳理待审核单据中需要重点关注的风险，并按高、中、低风险分类说明。',
icon: 'mdi mdi-alert-circle-outline'
},
{
label: '生成审核意见',
prompt: '请根据当前待审核单据的风险点，帮我生成一段专业、克制的审核意见草稿。',
icon: 'mdi mdi-text-box-edit-outline'
}
]
export const HOT_KNOWLEDGE_QUESTIONS = [
'差旅住宿标准按什么规则执行？',
'酒店超标后如何申请例外报销？',
@@ -418,7 +505,8 @@ export function buildWelcomeUserContext(user = {}) {
}
export function buildWelcomeQuickActions(sessionType, user, entrySource, linkedRequest) {
if (sessionType === SESSION_TYPE_KNOWLEDGE) {
const normalizedSessionType = normalizeAssistantSessionType(sessionType)
if (normalizedSessionType === SESSION_TYPE_KNOWLEDGE) {
return HOT_KNOWLEDGE_QUESTIONS.slice(0, 6).map((question) => ({
label: question.length > 20 ? `${question.slice(0, 20)}…` : question,
prompt: question,
@@ -426,23 +514,58 @@ export function buildWelcomeQuickActions(sessionType, user, entrySource, linkedR
}))
}
if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
return APPLICATION_WELCOME_QUICK_ACTIONS
}
if (normalizedSessionType === SESSION_TYPE_APPROVAL) {
return APPROVAL_WELCOME_QUICK_ACTIONS
}
return EXPENSE_WELCOME_QUICK_ACTIONS
}
export function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
const normalizedSessionType = normalizeAssistantSessionType(sessionType)
const ctx = buildWelcomeUserContext(user || {})
const greeting = ctx.isAdmin ? `${ctx.honorific}，您好` : `您好，${ctx.honorific}`
if (sessionType === SESSION_TYPE_KNOWLEDGE) {
if (normalizedSessionType === SESSION_TYPE_KNOWLEDGE) {
return [
`${greeting}！今日是 **${ctx.dateLine}**。`,
'',
'欢迎进入 **个人财务中心 · 知识问答**。我是您的财务助手，可以帮您查制度、报销标准、票据要求和常见财务问题。',
'**欢迎来到个人财务中心 · 财务知识助手。** 我可以帮您查制度、报销标准、票据要求和常见财务问题，并保持知识问答对话独立记录。',
'',
'业务范围：财务制度、标准规则、票据要求和政策口径解释。发起申请、报销处理或审核动作请切换到对应助手。',
'',
'您可以直接输入问题，或点击下方「猜你想问」快速开始。'
].join('\n')
}
if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
return [
`${greeting}！今日是 **${ctx.dateLine}**。`,
'',
'**欢迎来到个人财务中心 · 申请助手。** 我会先判断您要处理的是费用申请、报销申请还是其他财务事项，再按对应流程引导补充信息。',
'',
'业务范围：费用申请、事前审批、申请材料清单和申请单状态。报销票据、审核处理和制度问答请切换到对应助手。',
'',
'您可以直接描述申请事项，或点击下方快捷操作开始发起申请。'
].join('\n')
}
if (normalizedSessionType === SESSION_TYPE_APPROVAL) {
return [
`${greeting}！今日是 **${ctx.dateLine}**。`,
'',
'**欢迎来到个人财务中心 · 审核助手。** 我可以帮您查询待审单据、解释风险点、整理审核意见，并保持审核对话独立记录。',
'',
'业务范围：待审单据查询、审批动作、风险解释和审核意见草稿。申请、报销和制度问答请切换到对应助手。',
'',
'您可以直接输入要审核或查询的内容，或点击下方快捷操作快速开始。'
].join('\n')
}
if (entrySource === 'detail' && linkedRequest?.id) {
return [
`${greeting}！今日是 **${ctx.dateLine}**。`,
@@ -456,16 +579,19 @@ export function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SE
return [
`${greeting}！今日是 **${ctx.dateLine}**。`,
'',
'**欢迎来到个人财务中心。** 我是您的财务助手，可以陪您完成票据识别、报销信息核对、待补项提醒和风险说明。',
'**欢迎来到个人财务中心 · 报销助手。** 我可以陪您完成报销发起、票据识别、草稿归集、报销信息核对、待补项提醒和风险说明，并保持报销对话独立记录。',
'',
'业务范围：发起报销、票据识别、草稿归集、报销状态查询和报销信息核对。申请、审核和制度问答请切换到对应助手。',
'',
'您可以描述一笔费用、上传票据，或点击下方快捷操作直接开始。'
].join('\n')
}
export function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
const normalizedSessionType = normalizeAssistantSessionType(sessionType)
const ctx = buildWelcomeUserContext(user || {})
if (sessionType === SESSION_TYPE_KNOWLEDGE) {
if (normalizedSessionType === SESSION_TYPE_KNOWLEDGE) {
return {
intent: 'welcome',
metricLabel: '今日',
@@ -476,11 +602,36 @@ export function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SE
}
}
if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
return {
intent: 'welcome',
metricLabel: '当前助手',
metricValue: '申请助手',
title: '申请助手',
summary: `${ctx.honorific}，这里会单独保存费用申请相关对话，不会混入报销、审核或知识问答记录。`,
agent: null
}
}
if (normalizedSessionType === SESSION_TYPE_APPROVAL) {
return {
intent: 'welcome',
metricLabel: '当前助手',
metricValue: '审核助手',
title: '审核助手',
summary: `${ctx.honorific}，这里会单独保存审核相关对话，适合查询待审单据、风险点和审核意见。`,
agent: null
}
}
return {
intent: 'welcome',
metricLabel: '助手状态',
metricValue: '待您吩咐',
title: entrySource === 'detail' && linkedRequest?.id ? `已关联 ${linkedRequest.id}` : '个人财务中心',
metricLabel: '当前助手',
metricValue: '报销助手',
title:
entrySource === 'detail' && linkedRequest?.id
? `已关联 ${linkedRequest.id}`
: '报销助手',
summary:
entrySource === 'detail' && linkedRequest?.id
? `${ctx.honorific}，发送消息或上传附件后，我会结合当前单据继续识别并提示待补项。`
@@ -497,10 +648,10 @@ export function createWelcomeAssistantMessage(entrySource, linkedRequest, sessio
})
}
export function resolveInitialSessionType(conversation) {
export function resolveInitialSessionType(conversation, fallback = SESSION_TYPE_EXPENSE) {
const stateJson = conversation?.state_json || conversation?.stateJson || {}
const sessionType = String(stateJson?.session_type || '').trim()
return sessionType || SESSION_TYPE_EXPENSE
return normalizeAssistantSessionType(sessionType, fallback)
}
export function buildInitialInsightFromConversation(conversation) {