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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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document/development/ui/personal-workbench-home-reference.html Normal file
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<!doctype html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1" />
<title>X-Financial 个人工作台首页参考稿</title>
<style>
:root {
--bg: #f4f7fb;
--panel: #ffffff;
--line: #e4ebf3;
--line-strong: #d6e1ed;
--text: #0f172a;
--muted: #64748b;
--soft: #f8fbff;
--green: #0f9f6e;
--green-dark: #047857;
--blue: #2563eb;
--amber: #b7791f;
--red: #d93025;
--shadow: 0 18px 44px rgba(15, 23, 42, 0.08);
font-family:
"Microsoft YaHei UI", "Microsoft YaHei", "PingFang SC",
"Noto Sans CJK SC", "Segoe UI", sans-serif;
}
* {
box-sizing: border-box;
}
body {
margin: 0;
min-height: 100vh;
background:
radial-gradient(circle at 18% 0%, rgba(16, 185, 129, 0.13), transparent 29%),
radial-gradient(circle at 86% 12%, rgba(37, 99, 235, 0.10), transparent 24%),
var(--bg);
color: var(--text);
}
.app {
width: 1440px;
min-height: 960px;
margin: 0 auto;
display: grid;
grid-template-columns: 84px 1fr;
background: rgba(255, 255, 255, 0.42);
}
.rail {
padding: 20px 12px;
background: #0f172a;
color: #cbd5e1;
display: grid;
grid-template-rows: auto 1fr auto;
gap: 24px;
}
.brand-mark {
width: 44px;
height: 44px;
margin: 0 auto;
border-radius: 14px;
display: grid;
place-items: center;
background: linear-gradient(135deg, #10b981, #2563eb);
color: white;
font-weight: 900;
letter-spacing: 0;
box-shadow: 0 12px 26px rgba(16, 185, 129, 0.24);
}
.nav {
display: grid;
gap: 12px;
align-content: start;
}
.nav-item {
height: 56px;
border-radius: 16px;
display: grid;
place-items: center;
color: #94a3b8;
font-size: 12px;
font-weight: 700;
}
.nav-item.active {
color: #ffffff;
background: rgba(255, 255, 255, 0.12);
box-shadow: inset 0 0 0 1px rgba(255, 255, 255, 0.08);
}
.main {
padding: 22px 30px 30px;
display: grid;
grid-template-rows: auto 1fr;
gap: 18px;
}
.topbar {
height: 58px;
display: flex;
align-items: center;
justify-content: space-between;
padding: 0 4px;
}
.crumb strong {
display: block;
font-size: 22px;
line-height: 1.2;
font-weight: 800;
letter-spacing: 0;
}
.crumb span {
display: block;
margin-top: 6px;
color: var(--muted);
font-size: 13px;
}
.user-pill {
height: 38px;
display: inline-flex;
align-items: center;
gap: 10px;
padding: 0 12px 0 6px;
border: 1px solid var(--line);
border-radius: 999px;
background: rgba(255, 255, 255, 0.74);
color: #334155;
font-size: 13px;
font-weight: 700;
}
.avatar {
width: 28px;
height: 28px;
border-radius: 999px;
display: grid;
place-items: center;
background: #e8f7f0;
color: var(--green-dark);
font-weight: 900;
}
.content {
display: grid;
gap: 18px;
}
.hero {
position: relative;
overflow: hidden;
min-height: 254px;
display: grid;
grid-template-columns: 230px minmax(0, 1fr);
gap: 22px;
padding: 24px 28px 22px 20px;
border: 1px solid rgba(15, 159, 110, 0.16);
border-radius: 18px;
background:
linear-gradient(135deg, rgba(247, 255, 251, 0.98), rgba(255, 255, 255, 0.98) 55%, rgba(244, 249, 255, 0.96)),
var(--panel);
box-shadow: var(--shadow);
}
.hero::after {
content: "";
position: absolute;
width: 300px;
height: 300px;
right: -110px;
bottom: -138px;
border-radius: 50%;
background: rgba(16, 185, 129, 0.08);
}
.bot-wrap {
position: relative;
min-height: 206px;
display: flex;
align-items: end;
justify-content: center;
}
.bot-wrap::before {
content: "";
position: absolute;
left: 18px;
right: 18px;
bottom: 4px;
height: 58px;
border-radius: 50%;
background: rgba(16, 185, 129, 0.13);
filter: blur(13px);
}
.bot-wrap img {
position: relative;
width: 176px;
height: auto;
filter: drop-shadow(0 24px 26px rgba(15, 23, 42, 0.15));
}
.hero-copy {
position: relative;
z-index: 1;
display: grid;
align-content: center;
gap: 14px;
}
.hero-title {
margin: 0;
max-width: 860px;
font-size: 27px;
line-height: 1.32;
font-weight: 850;
letter-spacing: 0;
}
.hero-subtitle {
margin: 0;
max-width: 880px;
color: #53637a;
font-size: 14px;
line-height: 1.68;
}
.composer {
min-height: 58px;
display: grid;
grid-template-columns: minmax(0, 1fr) auto auto;
align-items: center;
gap: 10px;
padding: 8px;
border: 1px solid rgba(148, 163, 184, 0.28);
border-radius: 15px;
background: rgba(255, 255, 255, 0.92);
box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.74);
}
.composer-text {
padding: 0 12px;
color: #94a3b8;
font-size: 14px;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
.btn {
height: 42px;
border: 0;
border-radius: 11px;
padding: 0 16px;
display: inline-flex;
align-items: center;
justify-content: center;
gap: 8px;
font-size: 14px;
font-weight: 800;
white-space: nowrap;
}
.btn.secondary {
border: 1px solid rgba(15, 118, 110, 0.18);
background: linear-gradient(180deg, #ffffff, #f2faf7);
color: #0f766e;
}
.btn.primary {
background: linear-gradient(135deg, #10b981, #059669);
color: #ffffff;
box-shadow: 0 12px 24px rgba(16, 185, 129, 0.20);
}
.intent-grid {
display: grid;
grid-template-columns: repeat(4, minmax(0, 1fr));
gap: 14px;
}
.intent-card {
min-height: 116px;
padding: 18px;
border: 1px solid var(--line);
border-radius: 16px;
background: rgba(255, 255, 255, 0.92);
box-shadow: 0 10px 28px rgba(15, 23, 42, 0.055);
display: grid;
gap: 12px;
align-content: start;
}
.intent-top {
display: flex;
align-items: center;
justify-content: space-between;
gap: 12px;
}
.intent-icon {
width: 38px;
height: 38px;
border-radius: 12px;
display: grid;
place-items: center;
font-size: 14px;
font-weight: 900;
}
.intent-icon.green {
background: #e8f7f0;
color: var(--green-dark);
}
.intent-icon.blue {
background: #eff6ff;
color: var(--blue);
}
.intent-icon.amber {
background: #fff7e6;
color: var(--amber);
}
.intent-icon.slate {
background: #f1f5f9;
color: #475569;
}
.intent-arrow {
color: #94a3b8;
font-size: 18px;
font-weight: 800;
}
.intent-card h3 {
margin: 0;
color: var(--text);
font-size: 16px;
line-height: 1.35;
font-weight: 800;
}
.intent-card p {
margin: -6px 0 0;
color: var(--muted);
font-size: 13px;
line-height: 1.5;
}
.lower-grid {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 18px;
}
.panel {
border: 1px solid var(--line);
border-radius: 16px;
background: rgba(255, 255, 255, 0.94);
box-shadow: 0 10px 26px rgba(15, 23, 42, 0.045);
overflow: hidden;
}
.panel-head {
min-height: 58px;
padding: 0 20px;
display: flex;
align-items: center;
justify-content: space-between;
border-bottom: 1px solid var(--line);
}
.panel-head h3 {
margin: 0;
font-size: 16px;
line-height: 1.2;
font-weight: 800;
}
.panel-head span {
color: var(--green-dark);
font-size: 13px;
font-weight: 800;
}
.rows {
padding: 2px 20px;
}
.row {
min-height: 70px;
display: grid;
grid-template-columns: 42px minmax(0, 1fr) auto;
align-items: center;
gap: 14px;
border-top: 1px solid #edf2f7;
}
.row:first-child {
border-top: 0;
}
.row-icon {
width: 38px;
height: 38px;
border-radius: 13px;
display: grid;
place-items: center;
background: #eefaf4;
color: var(--green-dark);
font-size: 12px;
font-weight: 900;
}
.row-copy {
min-width: 0;
}
.row-copy strong {
display: block;
font-size: 14px;
line-height: 1.35;
font-weight: 800;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
.row-copy small {
display: block;
margin-top: 5px;
color: var(--muted);
font-size: 12px;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
.row-action {
min-width: 78px;
height: 34px;
border: 1px solid rgba(16, 185, 129, 0.26);
border-radius: 999px;
display: grid;
place-items: center;
color: var(--green-dark);
font-size: 12px;
font-weight: 800;
background: #f6fffb;
}
.amount {
font-size: 18px;
font-weight: 900;
text-align: right;
}
.status {
margin-left: 10px;
min-width: 92px;
height: 30px;
border-radius: 999px;
display: inline-grid;
place-items: center;
background: #eff6ff;
color: var(--blue);
font-size: 12px;
font-weight: 850;
}
.wide-panel {
display: grid;
grid-template-columns: 1.25fr 1fr;
gap: 0;
}
.policy-list {
border-left: 1px solid var(--line);
}
.mini-section {
min-height: 178px;
}
.mini-section .panel-head {
border-bottom: 0;
min-height: 50px;
}
.metric-strip {
display: grid;
grid-template-columns: repeat(3, 1fr);
gap: 12px;
padding: 0 20px 20px;
}
.metric {
min-height: 88px;
border: 1px solid var(--line);
border-radius: 14px;
background: var(--soft);
padding: 14px;
}
.metric strong {
display: block;
font-size: 24px;
line-height: 1;
font-weight: 900;
}
.metric span {
display: block;
margin-top: 9px;
color: var(--muted);
font-size: 12px;
font-weight: 700;
}
@media (max-width: 1000px) {
.app {
width: 100%;
grid-template-columns: 1fr;
}
.rail {
display: none;
}
.main {
padding: 18px;
}
.hero,
.lower-grid,
.wide-panel {
grid-template-columns: 1fr;
}
.intent-grid {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
.policy-list {
border-left: 0;
border-top: 1px solid var(--line);
}
}
</style>
</head>
<body>
<main class="app">
<aside class="rail" aria-label="侧边导航">
<div class="brand-mark">XF</div>
<nav class="nav">
<div class="nav-item active">工作台</div>
<div class="nav-item">申请</div>
<div class="nav-item">审批</div>
<div class="nav-item">规则</div>
<div class="nav-item">知识</div>
</nav>
<div class="nav-item">设置</div>
</aside>
<section class="main">
<header class="topbar">
<div class="crumb">
<strong>个人工作台</strong>
<span>把费用申请、报销处理、进度查询和制度问答集中到一个入口。</span>
</div>
<div class="user-pill">
<span class="avatar">A</span>
<span>admin</span>
</div>
</header>
<div class="content">
<article class="hero">
<div class="bot-wrap">
<img src="../../../web/src/assets/robot-helper.png" alt="" />
</div>
<div class="hero-copy">
<h1 class="hero-title">嗨，admin，描述您想做的事，AI 会直接帮您处理</h1>
<p class="hero-subtitle">
我会自动识别您的意图，协助完成费用申请、报销、查询和制度问答等业务工作，
并把事情推进到可执行的下一步。
</p>
<div class="composer">
<div class="composer-text">例如：帮我查一下上周提交的差旅报销到哪一步了</div>
<button class="btn secondary">上传票据</button>
<button class="btn primary">开始处理</button>
</div>
</div>
</article>
<section class="intent-grid" aria-label="业务入口">
<article class="intent-card">
<div class="intent-top">
<span class="intent-icon green">申</span>
<span class="intent-arrow">→</span>
</div>
<h3>费用申请</h3>
<p>发起招待、差旅、采购等费用事项</p>
</article>
<article class="intent-card">
<div class="intent-top">
<span class="intent-icon blue">报</span>
<span class="intent-arrow">→</span>
</div>
<h3>报销处理</h3>
<p>上传票据，生成草稿并核对材料</p>
</article>
<article class="intent-card">
<div class="intent-top">
<span class="intent-icon amber">查</span>
<span class="intent-arrow">→</span>
</div>
<h3>进度查询</h3>
<p>查询单据状态、审批节点和到账情况</p>
</article>
<article class="intent-card">
<div class="intent-top">
<span class="intent-icon slate">问</span>
<span class="intent-arrow">→</span>
</div>
<h3>制度问答</h3>
<p>咨询标准、附件要求和可报销边界</p>
</article>
</section>
<section class="lower-grid">
<article class="panel">
<header class="panel-head">
<h3>报销待办</h3>
<span>查看全部</span>
</header>
<div class="rows">
<div class="row">
<span class="row-icon">招</span>
<div class="row-copy">
<strong>业务招待报销建议补参与人员</strong>
<small>AI 建议：补充客户单位、客户人数、我方陪同人员</small>
</div>
<span class="row-action">去补充</span>
</div>
<div class="row">
<span class="row-icon">旅</span>
<div class="row-copy">
<strong>差旅报销单待提交</strong>
<small>补齐出发交通，可直接生成报销单</small>
</div>
<span class="row-action">继续填</span>
</div>
<div class="row">
<span class="row-icon">票</span>
<div class="row-copy">
<strong>有 5 张票据未关联报销单</strong>
<small>其中 3 张疑似交通费，可合并生成交通报销</small>
</div>
<span class="row-action">去整理</span>
</div>
</div>
</article>
<article class="panel">
<header class="panel-head">
<h3>报销进度</h3>
<span>查看全部</span>
</header>
<div class="rows">
<div class="row">
<span class="row-icon">差</span>
<div class="row-copy">
<strong>差旅报销</strong>
<small>提交时间：2026-05-03</small>
</div>
<div><span class="amount">¥3,280</span><span class="status">主管审批中</span></div>
</div>
<div class="row">
<span class="row-icon">交</span>
<div class="row-copy">
<strong>交通报销</strong>
<small>提交时间：2026-05-02</small>
</div>
<div><span class="amount">¥126</span><span class="status">财务复核中</span></div>
</div>
<div class="row">
<span class="row-icon">采</span>
<div class="row-copy">
<strong>办公采购</strong>
<small>提交时间：2026-05-01</small>
</div>
<div><span class="amount">¥458</span><span class="status">已到账</span></div>
</div>
</div>
</article>
</section>
<section class="panel wide-panel">
<article class="mini-section">
<header class="panel-head">
<h3>智能概览</h3>
<span>本月</span>
</header>
<div class="metric-strip">
<div class="metric"><strong>12</strong><span>待处理事项</span></div>
<div class="metric"><strong>86%</strong><span>材料完整率</span></div>
<div class="metric"><strong>2.4天</strong><span>平均审批时长</span></div>
</div>
</article>
<article class="mini-section policy-list">
<header class="panel-head">
<h3>最新报销制度</h3>
<span>查看全部</span>
</header>
<div class="rows">
<div class="row">
<span class="row-icon">规</span>
<div class="row-copy">
<strong>差旅报销管理办法（2026版）</strong>
<small>更新住宿标准与交通等级规则</small>
</div>
<span class="row-action">查看</span>
</div>
</div>
</article>
</section>
</div>
</section>
</main>
</body>
</html>

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6
server/src/app/api/v1/endpoints/reimbursements.py
View File

@@ -537,12 +537,12 @@ def return_expense_claim(
@router.post( @router.post(
"/claims/{claim_id}/approve", "/claims/{claim_id}/approve",
response_model=ExpenseClaimRead, response_model=ExpenseClaimRead,
summary="审批通过报销单", summary="审批通过单据",
description="直属领导审批通过后流转到财务审批；财务终审通过后进入归档入账。", description="费用申请由直属领导审批通过后完成；报销单直属领导审批后流转到财务审批，财务终审通过后进入归档入账。",
responses={ responses={
status.HTTP_404_NOT_FOUND: { status.HTTP_404_NOT_FOUND: {
"model": ErrorResponse, "model": ErrorResponse,
"description": "报销单不存在。", "description": "单据不存在。",
}, },
status.HTTP_400_BAD_REQUEST: { status.HTTP_400_BAD_REQUEST: {
"model": ErrorResponse, "model": ErrorResponse,

7
server/src/app/services/agent_asset_onlyoffice.py
View File

@@ -11,7 +11,8 @@ import jwt
from app.api.deps import CurrentUserContext from app.api.deps import CurrentUserContext
from app.core.config import get_settings from app.core.config import get_settings
from app.schemas.agent_asset import AgentAssetOnlyOfficeConfigRead from app.models.agent_asset import AgentAsset
from app.schemas.agent_asset import AgentAssetOnlyOfficeConfigRead, AgentAssetRead
from app.services.agent_asset_spreadsheet import ( from app.services.agent_asset_spreadsheet import (
COMPANY_TRAVEL_EXPENSE_RULE_FILENAME, COMPANY_TRAVEL_EXPENSE_RULE_FILENAME,
FINANCE_RULES_LIBRARY, FINANCE_RULES_LIBRARY,
@@ -40,9 +41,7 @@ class OnlyOfficeCallbackPayload:
class AgentAssetOnlyOfficeMixin: class AgentAssetOnlyOfficeMixin:
@staticmethod @staticmethod
def _resolve_onlyoffice_settings(): def _resolve_onlyoffice_settings():
from app.services import agent_assets return resolve_onlyoffice_settings()
return agent_assets.resolve_onlyoffice_settings()
def build_rule_spreadsheet_onlyoffice_config( def build_rule_spreadsheet_onlyoffice_config(
self, self,

2
server/src/app/services/agent_conversations.py
View File

@@ -258,6 +258,8 @@ class AgentConversationService:
) )
if not should_hydrate_review_flow: if not should_hydrate_review_flow:
for key in REVIEW_FLOW_CONTEXT_KEYS: for key in REVIEW_FLOW_CONTEXT_KEYS:
if key == "business_time_context" and not self._is_empty_value(merged.get(key)):
continue
merged.pop(key, None) merged.pop(key, None)
merged["conversation_id"] = conversation.conversation_id merged["conversation_id"] = conversation.conversation_id

107
server/src/app/services/expense_claims.py
View File

@@ -143,6 +143,40 @@ class ExpenseClaimService(
self._attachment_storage = ExpenseClaimAttachmentStorage() self._attachment_storage = ExpenseClaimAttachmentStorage()
self._attachment_presentation = ExpenseClaimAttachmentPresentation(self._attachment_storage) self._attachment_presentation = ExpenseClaimAttachmentPresentation(self._attachment_storage)
@staticmethod
def _is_expense_application_claim(claim: ExpenseClaim) -> bool:
claim_no = str(getattr(claim, "claim_no", "") or "").strip().upper()
expense_type = str(getattr(claim, "expense_type", "") or "").strip().lower()
document_type = str(
getattr(claim, "document_type_code", "")
or getattr(claim, "document_type", "")
or ""
).strip().lower()
return (
claim_no.startswith("APP-")
or expense_type == "application"
or expense_type.endswith("_application")
or document_type in {"application", "expense_application"}
)
def _validate_application_claim_for_submission(self, claim: ExpenseClaim) -> list[str]:
issues: list[str] = []
if self._is_missing_value(claim.employee_name):
issues.append("申请人未完善")
if self._is_missing_value(claim.department_name):
issues.append("所属部门未完善")
if self._is_missing_value(claim.expense_type):
issues.append("申请类型未完善")
if self._is_missing_value(claim.reason):
issues.append("申请事由未完善")
if self._is_missing_value(claim.location):
issues.append("业务地点未完善")
if claim.amount is None or claim.amount <= Decimal("0.00"):
issues.append("预计总费用未完善")
if claim.occurred_at is None:
issues.append("申请时间未完善")
return issues
def list_claims(self, current_user: CurrentUserContext) -> list[ExpenseClaim]: def list_claims(self, current_user: CurrentUserContext) -> list[ExpenseClaim]:
stmt = ( stmt = (
select(ExpenseClaim) select(ExpenseClaim)
@@ -389,18 +423,51 @@ class ExpenseClaimService(
self._ensure_draft_claim(claim) self._ensure_draft_claim(claim)
self._access_policy.backfill_claim_identity_from_current_user(claim, current_user) self._access_policy.backfill_claim_identity_from_current_user(claim, current_user)
self._sync_claim_from_items(claim) is_application_claim = self._is_expense_application_claim(claim)
missing_fields = self._validate_claim_for_submission(claim) if not is_application_claim:
self._sync_claim_from_items(claim)
missing_fields = (
self._validate_application_claim_for_submission(claim)
if is_application_claim
else self._validate_claim_for_submission(claim)
)
if missing_fields: if missing_fields:
raise ExpenseClaimSubmissionBlockedError(missing_fields) raise ExpenseClaimSubmissionBlockedError(missing_fields)
before_json = self._serialize_claim(claim) before_json = self._serialize_claim(claim)
review_result = self._run_ai_submission_review(claim) if is_application_claim:
submitted_at = datetime.now(UTC)
preserved_flags = [
flag
for flag in list(claim.risk_flags_json or [])
if not (
isinstance(flag, dict)
and str(flag.get("source") or "").strip() in {"submission_review", "attachment_analysis"}
)
]
submit_flag = {
"source": "application_submission",
"event_type": "expense_application_submission",
"severity": "info",
"label": "申请提交",
"message": "费用申请已提交至直属领导审批，并同步纳入预算管理口径。",
"previous_status": str(claim.status or "").strip(),
"previous_approval_stage": str(claim.approval_stage or "").strip(),
"next_status": "submitted",
"next_approval_stage": "直属领导审批",
"created_at": submitted_at.isoformat(),
}
claim.status = "submitted"
claim.approval_stage = "直属领导审批"
claim.risk_flags_json = [*preserved_flags, submit_flag]
claim.submitted_at = submitted_at
else:
review_result = self._run_ai_submission_review(claim)
claim.status = str(review_result.get("status") or "supplement") claim.status = str(review_result.get("status") or "supplement")
claim.approval_stage = str(review_result.get("approval_stage") or "待补充") claim.approval_stage = str(review_result.get("approval_stage") or "待补充")
claim.risk_flags_json = list(review_result.get("risk_flags") or []) claim.risk_flags_json = list(review_result.get("risk_flags") or [])
claim.submitted_at = datetime.now(UTC) if claim.status == "submitted" else None claim.submitted_at = datetime.now(UTC) if claim.status == "submitted" else None
self.db.commit() self.db.commit()
self.db.refresh(claim) self.db.refresh(claim)
@@ -562,19 +629,29 @@ class ExpenseClaimService(
normalized_status = str(claim.status or "").strip().lower() normalized_status = str(claim.status or "").strip().lower()
if normalized_status != "submitted": if normalized_status != "submitted":
raise ValueError("只有审批中的报销单可以审批通过。") raise ValueError("只有审批中的单据可以审批通过。")
previous_stage = str(claim.approval_stage or "").strip() previous_stage = str(claim.approval_stage or "").strip()
is_application_claim = self._is_expense_application_claim(claim)
if previous_stage == "直属领导审批": if previous_stage == "直属领导审批":
if not self._access_policy.can_approve_claim(current_user, claim): if not self._access_policy.can_approve_claim(current_user, claim):
raise ValueError("只有当前直属领导审批人可以审批通过该报销单。") raise ValueError("只有当前直属领导审批人可以审批通过该单据。")
approval_source = "manual_approval" approval_source = "manual_approval"
event_type = "expense_claim_approval" if is_application_claim:
label = "领导审批通过" event_type = "expense_application_approval"
next_status = "submitted" label = "领导审批通过"
next_stage = "财务审批" next_status = "approved"
default_message = "{operator} 已审批通过，流转至{next_stage}。" next_stage = "审批完成"
default_message = "{operator} 已审批通过，申请流程完成。"
else:
event_type = "expense_claim_approval"
label = "领导审批通过"
next_status = "submitted"
next_stage = "财务审批"
default_message = "{operator} 已审批通过，流转至{next_stage}。"
elif previous_stage == "财务审批": elif previous_stage == "财务审批":
if is_application_claim:
raise ValueError("费用申请无需财务审批，直属领导审批通过后即完成。")
if not self._access_policy.can_approve_claim(current_user, claim): if not self._access_policy.can_approve_claim(current_user, claim):
raise ValueError("只有财务人员可以完成财务终审。") raise ValueError("只有财务人员可以完成财务终审。")
approval_source = "finance_approval" approval_source = "finance_approval"
@@ -606,7 +683,7 @@ class ExpenseClaimService(
], ],
"previous_status": str(claim.status or "").strip(), "previous_status": str(claim.status or "").strip(),
"previous_approval_stage": previous_stage, "previous_approval_stage": previous_stage,
"next_status": "submitted", "next_status": next_status,
"next_approval_stage": next_stage, "next_approval_stage": next_stage,
"created_at": datetime.now(UTC).isoformat(), "created_at": datetime.now(UTC).isoformat(),
} }

4
server/src/app/services/ontology_detection.py
View File

@@ -78,10 +78,12 @@ class OntologyDetectionMixin:
document_type = str(context_json.get("document_type") or "").strip() document_type = str(context_json.get("document_type") or "").strip()
application_stage = str(context_json.get("application_stage") or "").strip() application_stage = str(context_json.get("application_stage") or "").strip()
entry_source = str(context_json.get("entry_source") or "").strip() entry_source = str(context_json.get("entry_source") or "").strip()
session_type = str(context_json.get("session_type") or "").strip()
return ( return (
document_type in EXPENSE_APPLICATION_CONTEXT_TYPES document_type in EXPENSE_APPLICATION_CONTEXT_TYPES
or application_stage in EXPENSE_APPLICATION_CONTEXT_TYPES or application_stage in EXPENSE_APPLICATION_CONTEXT_TYPES
or entry_source in {"documents_application", "expense_application"} or session_type in EXPENSE_APPLICATION_CONTEXT_TYPES
or entry_source in {"application", "documents_application", "expense_application"}
) )
@staticmethod @staticmethod

4
server/src/app/services/ontology_extraction.py
View File

@@ -40,10 +40,12 @@ class OntologyExtractionMixin:
document_type = str(context_json.get("document_type") or "").strip() document_type = str(context_json.get("document_type") or "").strip()
application_stage = str(context_json.get("application_stage") or "").strip() application_stage = str(context_json.get("application_stage") or "").strip()
entry_source = str(context_json.get("entry_source") or "").strip() entry_source = str(context_json.get("entry_source") or "").strip()
session_type = str(context_json.get("session_type") or "").strip()
return ( return (
document_type in EXPENSE_APPLICATION_CONTEXT_TYPES document_type in EXPENSE_APPLICATION_CONTEXT_TYPES
or application_stage in EXPENSE_APPLICATION_CONTEXT_TYPES or application_stage in EXPENSE_APPLICATION_CONTEXT_TYPES
or entry_source in {"documents_application", "expense_application"} or session_type in EXPENSE_APPLICATION_CONTEXT_TYPES
or entry_source in {"application", "documents_application", "expense_application"}
) )
@staticmethod @staticmethod

93
server/src/app/services/orchestrator.py
View File

@@ -1,5 +1,6 @@
from __future__ import annotations from __future__ import annotations
import re
from datetime import UTC, datetime from datetime import UTC, datetime
from typing import Any from typing import Any
@@ -31,6 +32,11 @@ from app.services.knowledge import KnowledgeService
from app.services.ontology import SemanticOntologyService from app.services.ontology import SemanticOntologyService
from app.services.orchestrator_execution import ExecutionOutcome, OrchestratorExecutionEngine from app.services.orchestrator_execution import ExecutionOutcome, OrchestratorExecutionEngine
from app.services.orchestrator_expense_query import OrchestratorDatabaseQueryBuilder from app.services.orchestrator_expense_query import OrchestratorDatabaseQueryBuilder
from app.services.user_agent_application import (
APPLICATION_CONTEXT_VALUES,
APPLICATION_SHORT_CONFIRMATIONS,
APPLICATION_SUBMIT_KEYWORDS,
)
from app.services.user_agent import UserAgentService from app.services.user_agent import UserAgentService
logger = get_logger("app.services.orchestrator") logger = get_logger("app.services.orchestrator")
@@ -131,9 +137,11 @@ class OrchestratorService:
) )
selected_capability_codes = self.execution_engine._flatten_capability_codes(capabilities) selected_capability_codes = self.execution_engine._flatten_capability_codes(capabilities)
is_expense_review_action = self.execution_engine._is_expense_review_action(context_json) is_expense_review_action = self.execution_engine._is_expense_review_action(context_json)
is_expense_application_context = self._is_expense_application_context(context_json)
requires_confirmation = ( requires_confirmation = (
ontology.permission.level == AgentPermissionLevel.APPROVAL_REQUIRED.value ontology.permission.level == AgentPermissionLevel.APPROVAL_REQUIRED.value
and not is_expense_review_action and not is_expense_review_action
and not is_expense_application_context
) )
route_json = { route_json = {
@@ -188,8 +196,16 @@ class OrchestratorService:
"parse_strategy": ontology.parse_strategy, "parse_strategy": ontology.parse_strategy,
} }
) )
clarification_status = (
AgentRunStatus.SUCCEEDED.value
if self._is_application_submit_result(clarification_result)
else AgentRunStatus.BLOCKED.value
)
if clarification_status == AgentRunStatus.SUCCEEDED.value:
clarification_result["clarification_required"] = False
clarification_result["missing_slots"] = []
outcome = ExecutionOutcome( outcome = ExecutionOutcome(
status=AgentRunStatus.BLOCKED.value, status=clarification_status,
result=clarification_result, result=clarification_result,
degraded=False, degraded=False,
tool_count=0, tool_count=0,
@@ -233,11 +249,23 @@ class OrchestratorService:
context_json=context_json, context_json=context_json,
) )
result_requires_confirmation = bool(outcome.result.get("requires_confirmation"))
response_requires_confirmation = requires_confirmation or (
is_expense_application_context and result_requires_confirmation
)
final_status = ( final_status = (
AgentRunStatus.BLOCKED.value AgentRunStatus.BLOCKED.value
if requires_confirmation if outcome.status == AgentRunStatus.SUCCEEDED.value
and outcome.status == AgentRunStatus.SUCCEEDED.value and (
and ontology.permission.level == AgentPermissionLevel.APPROVAL_REQUIRED.value (
requires_confirmation
and ontology.permission.level == AgentPermissionLevel.APPROVAL_REQUIRED.value
)
or (
is_expense_application_context
and result_requires_confirmation
)
)
else outcome.status else outcome.status
) )
response_status = self._normalize_response_status(final_status) response_status = self._normalize_response_status(final_status)
@@ -259,7 +287,7 @@ class OrchestratorService:
ontology_json=self.execution_engine._build_ontology_json(ontology), ontology_json=self.execution_engine._build_ontology_json(ontology),
route_json={ route_json={
**route_json, **route_json,
"requires_confirmation": requires_confirmation, "requires_confirmation": response_requires_confirmation,
"degraded": outcome.degraded, "degraded": outcome.degraded,
}, },
permission_level=ontology.permission.level, permission_level=ontology.permission.level,
@@ -297,7 +325,7 @@ class OrchestratorService:
"route_reason": route_reason, "route_reason": route_reason,
"permission_level": ontology.permission.level, "permission_level": ontology.permission.level,
"status": response_status, "status": response_status,
"requires_confirmation": requires_confirmation, "requires_confirmation": response_requires_confirmation,
"trace_summary": trace_summary.model_dump(), "trace_summary": trace_summary.model_dump(),
"result": outcome.result, "result": outcome.result,
}, },
@@ -311,7 +339,7 @@ class OrchestratorService:
permission_level=ontology.permission.level, permission_level=ontology.permission.level,
status=response_status, status=response_status,
result=outcome.result, result=outcome.result,
requires_confirmation=requires_confirmation, requires_confirmation=response_requires_confirmation,
trace_summary=trace_summary, trace_summary=trace_summary,
) )
except Exception as exc: except Exception as exc:
@@ -462,3 +490,54 @@ class OrchestratorService:
if status == AgentRunStatus.BLOCKED.value: if status == AgentRunStatus.BLOCKED.value:
return "blocked" return "blocked"
return "succeeded" return "succeeded"
@staticmethod
def _is_expense_application_context(context_json: dict[str, Any]) -> bool:
context_json = context_json or {}
context_values = {
str(context_json.get("session_type") or "").strip(),
str(context_json.get("entry_source") or "").strip(),
str(context_json.get("document_type") or "").strip(),
str(context_json.get("application_stage") or "").strip(),
}
conversation_state = context_json.get("conversation_state")
if isinstance(conversation_state, dict):
context_values.update(
{
str(conversation_state.get("session_type") or "").strip(),
str(conversation_state.get("entry_source") or "").strip(),
str(conversation_state.get("document_type") or "").strip(),
str(conversation_state.get("application_stage") or "").strip(),
}
)
if context_values & APPLICATION_CONTEXT_VALUES:
return True
history = context_json.get("conversation_history")
if not isinstance(history, list):
return False
current_message = re.sub(r"\s+", "", str(context_json.get("user_input_text") or ""))
looks_like_submit = (
any(keyword in current_message for keyword in APPLICATION_SUBMIT_KEYWORDS)
or current_message in APPLICATION_SHORT_CONFIRMATIONS
or not current_message
)
if not looks_like_submit:
return False
for item in history[-6:]:
if not isinstance(item, dict):
continue
content = str(item.get("content") or "")
if "#application-submit" in content or ("费用申请" in content and "确认" in content):
return True
return False
@staticmethod
def _is_application_submit_result(result: dict[str, Any]) -> bool:
draft_payload = result.get("draft_payload")
return (
isinstance(draft_payload, dict)
and str(draft_payload.get("draft_type") or "").strip() == "expense_application"
and str(draft_payload.get("status") or "").strip() == "submitted"
and bool(str(draft_payload.get("claim_no") or draft_payload.get("claim_id") or "").strip())
)

9
server/src/app/services/user_agent.py
View File

@@ -44,6 +44,7 @@ from app.services.user_agent_documents import UserAgentDocumentService
from app.services.user_agent_knowledge import UserAgentKnowledgeMixin from app.services.user_agent_knowledge import UserAgentKnowledgeMixin
from app.services.user_agent_constants import * from app.services.user_agent_constants import *
from app.services.user_agent_application import UserAgentApplicationMixin
from app.services.user_agent_response import UserAgentResponseMixin from app.services.user_agent_response import UserAgentResponseMixin
from app.services.user_agent_review_core import UserAgentReviewCoreMixin from app.services.user_agent_review_core import UserAgentReviewCoreMixin
from app.services.user_agent_review_messages import UserAgentReviewMessageMixin from app.services.user_agent_review_messages import UserAgentReviewMessageMixin
@@ -55,6 +56,7 @@ from app.services.user_agent_review_travel_receipts import UserAgentReviewTravel
class UserAgentService( class UserAgentService(
UserAgentResponseMixin, UserAgentResponseMixin,
UserAgentApplicationMixin,
UserAgentKnowledgeMixin, UserAgentKnowledgeMixin,
UserAgentReviewCoreMixin, UserAgentReviewCoreMixin,
UserAgentReviewTravelPolicyMixin, UserAgentReviewTravelPolicyMixin,
@@ -72,6 +74,12 @@ class UserAgentService(
def respond(self, payload: UserAgentRequest) -> UserAgentResponse: def respond(self, payload: UserAgentRequest) -> UserAgentResponse:
AgentFoundationService(self.db).ensure_foundation_ready() AgentFoundationService(self.db).ensure_foundation_ready()
citations = self._build_citations(payload) citations = self._build_citations(payload)
risk_flags = self._resolve_risk_flags(payload)
if self._is_expense_application_request(payload):
return self._build_expense_application_response(
payload,
risk_flags=risk_flags,
)
suggested_actions = self._build_suggested_actions(payload) suggested_actions = self._build_suggested_actions(payload)
if self._should_prompt_expense_scene_selection(payload): if self._should_prompt_expense_scene_selection(payload):
return UserAgentResponse( return UserAgentResponse(
@@ -84,7 +92,6 @@ class UserAgentService(
risk_flags=[], risk_flags=[],
requires_confirmation=False, requires_confirmation=False,
) )
risk_flags = self._resolve_risk_flags(payload)
query_payload = self._build_query_payload(payload) query_payload = self._build_query_payload(payload)
draft_payload = ( draft_payload = (
self._build_draft_payload(payload) self._build_draft_payload(payload)

958
server/src/app/services/user_agent_application.py Normal file
View File

@@ -0,0 +1,958 @@
from __future__ import annotations
import hashlib
import re
from datetime import UTC, datetime, timedelta
from decimal import Decimal, InvalidOperation
from sqlalchemy import select
from app.api.deps import CurrentUserContext
from app.models.financial_record import ExpenseClaim
from app.schemas.user_agent import (
UserAgentDraftPayload,
UserAgentRequest,
UserAgentResponse,
UserAgentSuggestedAction,
)
from app.services.expense_claim_access_policy import ExpenseClaimAccessPolicy
APPLICATION_CONTEXT_VALUES = {
"application",
"documents_application",
"expense_application",
"pre_approval",
"preapproval",
}
APPLICATION_BASE_FIELDS = ("time", "location", "reason")
APPLICATION_TRANSPORT_OPTIONS = ("飞机", "火车", "轮船")
APPLICATION_TRANSPORT_KEYWORDS = {
"飞机": ("飞机", "机票", "航班", "乘机", "坐飞机"),
"火车": ("火车", "高铁", "动车", "铁路", "列车"),
"轮船": ("轮船", "船", "客轮", "邮轮", "坐船"),
}
APPLICATION_DESTINATION_PREFIXES = (
"上海",
"北京",
"广州",
"深圳",
"杭州",
"南京",
"苏州",
"成都",
"重庆",
"武汉",
"西安",
"天津",
"宁波",
"青岛",
"长沙",
"郑州",
"济南",
"合肥",
"福州",
"厦门",
"昆明",
"南昌",
"沈阳",
"大连",
"无锡",
"佛山",
"东莞",
)
APPLICATION_REASON_VERBS = (
"支撑",
"支持",
"部署",
"上线",
"实施",
"驻场",
"拜访",
"验收",
"会议",
"采购",
"培训",
"协助",
"处理",
"办理",
"参加",
"进行",
)
APPLICATION_SUBMIT_KEYWORDS = (
"确认提交",
"确认申请",
"提交审核",
"确认无误提交",
"直接提交",
)
APPLICATION_SHORT_CONFIRMATIONS = {"提交", "确认", "是", "好的", "可以", "没问题"}
class UserAgentApplicationMixin:
@staticmethod
def _is_expense_application_request(payload: UserAgentRequest) -> bool:
context_json = payload.context_json or {}
context_values = {
str(context_json.get("session_type") or "").strip(),
str(context_json.get("entry_source") or "").strip(),
str(context_json.get("document_type") or "").strip(),
str(context_json.get("application_stage") or "").strip(),
}
conversation_state = context_json.get("conversation_state")
if isinstance(conversation_state, dict):
context_values.update(
{
str(conversation_state.get("session_type") or "").strip(),
str(conversation_state.get("entry_source") or "").strip(),
str(conversation_state.get("document_type") or "").strip(),
str(conversation_state.get("application_stage") or "").strip(),
}
)
if context_values & APPLICATION_CONTEXT_VALUES:
return True
history = context_json.get("conversation_history")
if not isinstance(history, list):
return False
compact_message = re.sub(r"\s+", "", str(payload.message or ""))
looks_like_submit = (
any(keyword in compact_message for keyword in APPLICATION_SUBMIT_KEYWORDS)
or compact_message in APPLICATION_SHORT_CONFIRMATIONS
)
if not looks_like_submit:
return False
return any(
isinstance(item, dict)
and str(item.get("role") or "").strip() == "assistant"
and (
"#application-submit" in str(item.get("content") or "")
or ("费用申请" in str(item.get("content") or "") and "确认" in str(item.get("content") or ""))
)
for item in history[-6:]
)
def _build_expense_application_response(
self,
payload: UserAgentRequest,
*,
risk_flags: list[str],
) -> UserAgentResponse:
facts = self._resolve_expense_application_facts(payload)
step = self._resolve_expense_application_step(payload, facts)
application_claim = None
if step == "submitted":
application_claim = self._create_expense_application_record(payload, facts)
facts["application_no"] = application_claim.claim_no
facts["application_claim_id"] = application_claim.id
facts["manager_name"] = self._resolve_application_manager_name(payload, application_claim)
return UserAgentResponse(
answer=self._build_expense_application_answer(payload, facts=facts, step=step),
citations=[],
suggested_actions=self._build_expense_application_actions(step, facts),
query_payload=None,
draft_payload=self._build_submitted_application_payload(application_claim, facts),
review_payload=None,
risk_flags=risk_flags,
requires_confirmation=step == "preview",
)
def _build_expense_application_answer(
self,
payload: UserAgentRequest,
*,
facts: dict[str, str],
step: str,
) -> str:
recognized_table = self._build_application_summary_table(facts, include_empty=False)
if step == "ask_missing":
missing_fields = self._resolve_application_missing_fields(facts)
missing_text = "、".join(
self._display_application_slot_label(item)
for item in missing_fields
)
return "\n\n".join(
[
"我已按「费用申请 / 事前审批」来处理这条内容。",
"已识别信息：\n" + recognized_table,
f"当前还需要补充：{missing_text}。",
"请一次性补齐上述字段，我会继续生成模拟申请结果并让你确认是否提交。",
]
)
if step == "submitted":
application_no = str(facts.get("application_no") or "").strip() or self._build_application_claim_no(payload, facts)
manager_name = str(facts.get("manager_name") or "").strip() or "直属领导"
return "\n\n".join(
[
f"当前操作已完成，单据已经推送给 {manager_name} 进行审核，请耐心等待。",
f"申请单号：{application_no}",
"申请信息：\n" + self._build_application_summary_table(facts),
f"当前状态：{manager_name}审核中。",
"预算处理：预计总费用已作为预算占用参考，等待领导审核确认。",
]
)
return "\n\n".join(
[
"这是模拟的费用申请结果，请核对：",
self._build_application_summary_table(facts),
"请核对上述信息无误，确认无误后 [确认](#application-submit) 提交至审批流程。",
]
)
def _resolve_expense_application_facts(self, payload: UserAgentRequest) -> dict[str, str]:
facts = {
"time": "",
"location": "",
"reason": "",
"days": "",
"transport_mode": "",
"amount": "",
"application_type": "",
}
for message, is_current in self._iter_application_user_messages(payload):
partial = {
"time": self._resolve_application_time(payload, message=message) if is_current else self._resolve_application_time_from_text(message),
"location": self._resolve_application_location(payload, message=message, use_entities=is_current),
"reason": self._resolve_application_reason(message),
"days": self._resolve_application_days(message),
"transport_mode": self._resolve_application_transport_mode(message),
"amount": self._resolve_application_amount(payload, message=message) if is_current else self._resolve_application_amount_from_text(message),
"application_type": self._resolve_application_type_from_text(message),
}
for key, value in partial.items():
if value:
facts[key] = value
if not facts["application_type"]:
facts["application_type"] = self._infer_application_type(facts)
facts["time"] = self._expand_application_time_with_days(
facts.get("time", ""),
facts.get("days", ""),
)
return facts
def _resolve_expense_application_step(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> str:
if self._resolve_application_missing_base_fields(facts):
return "ask_missing"
if self._resolve_application_missing_followup_fields(facts):
return "ask_missing"
if self._is_application_submit_confirmation(payload):
return "submitted"
return "preview"
@staticmethod
def _iter_application_user_messages(payload: UserAgentRequest) -> list[tuple[str, bool]]:
messages: list[tuple[str, bool]] = []
history = (payload.context_json or {}).get("conversation_history")
if isinstance(history, list):
for item in history:
if not isinstance(item, dict):
continue
if str(item.get("role") or "").strip() != "user":
continue
content = str(item.get("content") or "").strip()
if content:
messages.append((content, False))
current_message = str(payload.message or "").strip()
if current_message:
messages.append((current_message, True))
return messages
@staticmethod
def _resolve_application_missing_base_fields(facts: dict[str, str]) -> list[str]:
return [field for field in APPLICATION_BASE_FIELDS if not str(facts.get(field) or "").strip()]
@staticmethod
def _resolve_application_missing_followup_fields(facts: dict[str, str]) -> list[str]:
return [
field
for field in ("transport_mode", "amount")
if not str(facts.get(field) or "").strip()
]
def _resolve_application_missing_fields(self, facts: dict[str, str]) -> list[str]:
return [
*self._resolve_application_missing_base_fields(facts),
*self._resolve_application_missing_followup_fields(facts),
]
@staticmethod
def _resolve_application_time(payload: UserAgentRequest, *, message: str | None = None) -> str:
if message and UserAgentApplicationMixin._resolve_application_time_from_text(message):
return UserAgentApplicationMixin._resolve_application_time_from_text(message)
context_time = UserAgentApplicationMixin._resolve_application_time_from_context(payload.context_json or {})
if context_time:
return context_time
time_range = payload.ontology.time_range
if time_range.start_date and time_range.end_date:
return (
time_range.start_date
if time_range.start_date == time_range.end_date
else f"{time_range.start_date} 至 {time_range.end_date}"
)
return str(time_range.raw or "").strip()
@staticmethod
def _resolve_application_time_from_text(message: str) -> str:
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("发生时间", "业务发生时间", "申请时间", "时间"),
)
if labeled:
return labeled
match = re.search(
r"(?P<date>20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?)",
str(message or ""),
)
return match.group("date").rstrip("日") if match else ""
@staticmethod
def _resolve_application_time_from_context(context_json: dict[str, object]) -> str:
business_time_context = context_json.get("business_time_context")
if not isinstance(business_time_context, dict):
return ""
start_date = str(business_time_context.get("start_date") or "").strip()
end_date = str(business_time_context.get("end_date") or start_date).strip()
display_value = str(business_time_context.get("display_value") or "").strip()
if start_date and end_date:
return start_date if start_date == end_date else f"{start_date} 至 {end_date}"
return display_value
@staticmethod
def _resolve_application_labeled_value(message: str, labels: tuple[str, ...]) -> str:
label_pattern = "|".join(re.escape(label) for label in labels)
match = re.search(
rf"(?:{label_pattern})[:：]\s*(?P<value>[^\n，。；;]+)",
str(message or ""),
)
return match.group("value").strip() if match else ""
def _resolve_application_entity_or_label(
self,
payload: UserAgentRequest,
entity_type: str,
labels: tuple[str, ...],
) -> str:
entity_value = next(
(
str(item.normalized_value or item.value or "").strip()
for item in payload.ontology.entities
if item.type == entity_type
and str(item.normalized_value or item.value or "").strip()
),
"",
)
return entity_value or self._resolve_application_labeled_value(payload.message, labels)
def _resolve_application_location(
self,
payload: UserAgentRequest,
*,
message: str,
use_entities: bool,
) -> str:
entity_or_labeled = (
self._resolve_application_entity_or_label(payload, "location", ("地点", "业务地点", "发生地点"))
if use_entities
else self._resolve_application_labeled_value(message, ("地点", "业务地点", "发生地点"))
)
return entity_or_labeled or self._resolve_application_location_from_text(message)
@staticmethod
def _resolve_application_location_from_text(message: str) -> str:
compact = re.sub(r"\s+", "", str(message or ""))
if not compact:
return ""
for pattern in (
r"(?:出差|去|到|赴|前往)(?P<target>[\u4e00-\u9fa5]{1,24})",
r"(?P<target>[\u4e00-\u9fa5]{1,12})(?:出差|驻场)",
):
match = re.search(pattern, compact)
if not match:
continue
target = str(match.group("target") or "").strip()
location = UserAgentApplicationMixin._normalize_application_location_target(target)
if location:
return location
return ""
@staticmethod
def _normalize_application_location_target(target: str) -> str:
text = str(target or "").strip("：:，,。；;")
if not text:
return ""
known = next((item for item in APPLICATION_DESTINATION_PREFIXES if text.startswith(item)), "")
if known:
return known
verb_indexes = [
index
for keyword in APPLICATION_REASON_VERBS
for index in [text.find(keyword)]
if index > 0
]
if verb_indexes:
return text[: min(verb_indexes)]
return text[:12]
@staticmethod
def _resolve_application_days(message: str) -> str:
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("天数", "出差天数", "申请天数"),
)
if labeled:
return labeled if labeled.endswith("天") else f"{labeled}天"
match = re.search(r"(?P<days>\d+|[一二两三四五六七八九十]{1,3})\s*天", str(message or ""))
return f"{match.group('days')}天" if match else ""
@staticmethod
def _resolve_application_reason(message: str) -> str:
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("事由", "申请事由", "出差事由", "原因", "用途"),
)
if labeled:
return labeled
text = str(message or "").strip()
if not text:
return ""
candidates: list[str] = []
for segment in re.split(r"[\n，。；;]+", text):
candidate = UserAgentApplicationMixin._cleanup_application_reason_candidate(segment)
if candidate:
candidates.append(candidate)
if not candidates:
return ""
return max(candidates, key=len)
@staticmethod
def _cleanup_application_reason_candidate(segment: str) -> str:
text = str(segment or "").strip()
if not text:
return ""
text = re.sub(
r"^(?:发生时间|业务发生时间|申请时间|时间|地点|业务地点|发生地点|天数|出差天数|申请天数|出行方式|交通方式|交通工具|预计总费用|预计费用|预计金额|申请金额|预算|金额)[:：]\s*",
"",
text,
)
if re.fullmatch(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", text):
return ""
if re.fullmatch(r"(?P<days>\d+|[一二两三四五六七八九十]{1,3})\s*天", text):
return ""
if re.fullmatch(r"(?:¥|￥)?\s*\d+(?:\.\d+)?\s*(?:元|块|万元)?", text):
return ""
if "时间" in text and re.search(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}", text):
return ""
if re.fullmatch(r"(?:去|到|前往)?[\u4e00-\u9fa5]{1,8}出差(?P<days>\d+|[一二两三四五六七八九十]{1,3})?天?", text):
return ""
text = re.sub(r"^.*?(?:出差|前往|去|到|赴)[\u4e00-\u9fa5]{1,8}(?:出差)?(?P<days>\d+|[一二两三四五六七八九十]{1,3})?天?[，,\s]*", "", text)
text = re.sub(r"^(?:出差|申请|费用申请|业务|本次|去|到|前往)\s*", "", text)
text = text.strip(" ：:，,。；;")
if not text:
return ""
if re.fullmatch(r"[\u4e00-\u9fa5]{1,8}", text) and not any(keyword in text for keyword in APPLICATION_REASON_VERBS):
return ""
return text
@staticmethod
def _expand_application_time_with_days(time_text: str, days_text: str) -> str:
normalized_time = str(time_text or "").strip()
if not normalized_time or re.search(r"\s*(?:至|到|~|-{2,}|—)\s*", normalized_time):
return normalized_time
days = UserAgentApplicationMixin._resolve_application_days_count(days_text)
if not days:
return normalized_time
match = re.search(
r"(?P<date>20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?)",
normalized_time,
)
if not match:
return normalized_time
parsed_start = UserAgentApplicationMixin._parse_application_date(match.group("date"))
if parsed_start is None:
return normalized_time
end_date = parsed_start + timedelta(days=days)
return f"{parsed_start:%Y-%m-%d} 至 {end_date:%Y-%m-%d}"
@staticmethod
def _resolve_application_days_count(days_text: str) -> int:
text = str(days_text or "").strip()
if not text:
return 0
digit_match = re.search(r"\d+", text)
if digit_match:
return max(0, int(digit_match.group(0)))
chinese_match = re.search(r"[一二两三四五六七八九十]{1,3}", text)
if not chinese_match:
return 0
return UserAgentApplicationMixin._parse_chinese_number(chinese_match.group(0))
@staticmethod
def _parse_chinese_number(value: str) -> int:
digits = {
"一": 1,
"二": 2,
"两": 2,
"三": 3,
"四": 4,
"五": 5,
"六": 6,
"七": 7,
"八": 8,
"九": 9,
}
text = str(value or "").strip()
if not text:
return 0
if text == "十":
return 10
if "十" in text:
left, _, right = text.partition("十")
tens = digits.get(left, 1) if left else 1
ones = digits.get(right, 0) if right else 0
return tens * 10 + ones
return digits.get(text, 0)
@staticmethod
def _parse_application_date(value: str) -> datetime | None:
normalized = str(value or "").strip().rstrip("日").replace("年", "-").replace("月", "-")
normalized = normalized.replace("/", "-").replace(".", "-")
parts = [part for part in normalized.split("-") if part]
if len(parts) != 3:
return None
try:
year, month, day = (int(part) for part in parts)
return datetime(year, month, day)
except ValueError:
return None
def _resolve_application_amount(
self,
payload: UserAgentRequest,
*,
message: str | None = None,
) -> str:
entity_amount = next(
(
str(item.normalized_value or item.value or "").strip()
for item in payload.ontology.entities
if item.type == "amount"
and str(item.normalized_value or item.value or "").strip()
),
"",
)
if entity_amount:
return entity_amount if entity_amount.endswith("元") else f"{entity_amount}元"
return self._resolve_application_amount_from_text(message or payload.message)
@staticmethod
def _resolve_application_amount_from_text(message: str) -> str:
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("预计总费用", "预计费用", "预计金额", "申请金额", "预算", "费用", "金额"),
)
if labeled:
return UserAgentApplicationMixin._normalize_application_amount(labeled)
match = re.search(
r"(?P<amount>\d+(?:\.\d+)?\s*万?\s*(?:元|块|人民币))",
str(message or ""),
)
return UserAgentApplicationMixin._normalize_application_amount(match.group("amount")) if match else ""
@staticmethod
def _normalize_application_amount(value: str) -> str:
normalized = str(value or "").strip()
if not normalized:
return ""
normalized = re.sub(r"\s+", "", normalized)
if normalized.endswith(("元", "块")) or "人民币" in normalized:
return normalized.replace("块", "元").replace("人民币", "")
return f"{normalized}元"
@staticmethod
def _resolve_application_transport_mode(message: str) -> str:
compact_message = re.sub(r"\s+", "", str(message or ""))
for transport, keywords in APPLICATION_TRANSPORT_KEYWORDS.items():
if any(keyword in compact_message for keyword in keywords):
return transport
labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("出行方式", "交通方式", "交通工具", "出行工具"),
)
if labeled:
for transport, keywords in APPLICATION_TRANSPORT_KEYWORDS.items():
if transport in labeled or any(keyword in labeled for keyword in keywords):
return transport
return labeled
return ""
@staticmethod
def _resolve_application_type_from_text(message: str) -> str:
return UserAgentApplicationMixin._resolve_application_labeled_value(
message,
("申请类型", "费用类型"),
)
@staticmethod
def _resolve_application_missing_slots(payload: UserAgentRequest) -> list[str]:
return [
str(item or "").strip()
for item in payload.ontology.missing_slots
if str(item or "").strip()
]
@staticmethod
def _display_application_slot_label(slot: str) -> str:
return {
"expense_type": "申请类型",
"amount": "预计金额/预算",
"time_range": "发生时间",
"time": "发生时间",
"location": "地点",
"reason": "申请事由",
"days": "天数",
"transport_mode": "出行方式",
"attachments": "申请材料/附件",
"customer_name": "业务对象",
"participants": "参与人员",
}.get(str(slot or "").strip(), str(slot or "").strip())
def _build_expense_application_actions(
self,
step: str,
facts: dict[str, str],
) -> list[UserAgentSuggestedAction]:
if step == "ask_missing":
missing_fields = self._resolve_application_missing_fields(facts)
return [
UserAgentSuggestedAction(
label="一次性补充申请信息",
action_type="prefill_composer",
description="在输入框预填所有待补充字段，填写后一次提交。",
payload={
"application_fields": missing_fields,
"prompt_prefill": self._build_application_prefill_template(missing_fields),
"missing_fields": missing_fields,
},
)
]
if step == "preview":
return []
if step == "submitted":
return []
return []
@staticmethod
def _resolve_application_prefill_config(field: str) -> tuple[str, str]:
config = {
"time": ("补充发生时间", "申请时间段："),
"location": ("补充地点", "地点："),
"reason": ("补充申请事由", "事由："),
"days": ("补充天数", "天数："),
"transport_mode": ("补充出行方式", "出行方式："),
"amount": ("补充预计总费用", "预计总费用："),
}
return config.get(field, ("补充申请信息", ""))
@classmethod
def _build_application_prefill_template(cls, fields: list[str]) -> str:
lines = [
prefill
for field in fields
for _, prefill in [cls._resolve_application_prefill_config(field)]
if prefill
]
return "\n".join(lines)
@classmethod
def _build_application_prefill_action(cls, field: str) -> UserAgentSuggestedAction:
label, prefill = cls._resolve_application_prefill_config(field)
return UserAgentSuggestedAction(
label=label,
action_type="prefill_composer",
description=f"在输入框预填“{prefill}”，用户补充后再提交。",
payload={
"application_field": field,
"prompt_prefill": prefill,
"missing_fields": [field],
},
)
@staticmethod
def _infer_application_type(facts: dict[str, str]) -> str:
text = " ".join(str(facts.get(key) or "") for key in ("reason", "transport_mode", "days"))
if "采购" in text:
return "采购费用申请"
if "会议" in text or "会务" in text:
return "会务费用申请"
return "差旅费用申请"
@staticmethod
def _build_application_summary(facts: dict[str, str]) -> str:
return "\n".join(
f"{label}：{value or '待补充'}"
for label, value in (
("申请类型", facts.get("application_type", "")),
("发生时间", facts.get("time", "")),
("地点", facts.get("location", "")),
("事由", facts.get("reason", "")),
("天数", facts.get("days", "")),
("出行方式", facts.get("transport_mode", "")),
("预计总费用", facts.get("amount", "")),
)
)
@staticmethod
def _build_application_summary_table(
facts: dict[str, str],
*,
include_empty: bool = True,
) -> str:
rows = [
("申请类型", facts.get("application_type", "")),
("发生时间", facts.get("time", "")),
("地点", facts.get("location", "")),
("事由", facts.get("reason", "")),
("天数", facts.get("days", "")),
("出行方式", facts.get("transport_mode", "")),
("预计总费用", facts.get("amount", "")),
]
visible_rows = rows if include_empty else [(label, value) for label, value in rows if str(value or "").strip()]
if not visible_rows:
visible_rows = [("申请描述", "已收到，正在按费用申请上下文继续整理")]
lines = ["| 字段 | 内容 |", "| --- | --- |"]
lines.extend(f"| {label} | {value or '待补充'} |" for label, value in visible_rows)
return "\n".join(lines)
def _create_expense_application_record(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> ExpenseClaim:
claim_no = self._build_application_claim_no(payload, facts)
existing = self.db.scalar(
select(ExpenseClaim)
.where(ExpenseClaim.claim_no == claim_no)
.limit(1)
)
if existing is not None:
return existing
current_user = self._build_application_current_user(payload)
access_policy = ExpenseClaimAccessPolicy(self.db)
employee = access_policy.resolve_current_employee(current_user)
department_name = str(current_user.department_name or "").strip() or "待补充"
department_id = None
employee_id = None
employee_name = str(current_user.username or current_user.name or payload.user_id or "anonymous").strip()
if employee is not None:
employee_id = employee.id
employee_name = str(employee.name or employee.employee_no or employee.email or employee_name).strip()
department_id = employee.organization_unit_id
if employee.organization_unit is not None and employee.organization_unit.name:
department_name = str(employee.organization_unit.name).strip()
claim = ExpenseClaim(
claim_no=claim_no,
employee_id=employee_id,
employee_name=employee_name,
department_id=department_id,
department_name=department_name,
project_code=None,
expense_type=self._resolve_application_expense_type_code(facts),
reason=str(facts.get("reason") or "费用申请").strip() or "费用申请",
location=str(facts.get("location") or "待补充").strip() or "待补充",
amount=self._parse_application_amount_to_decimal(facts.get("amount", "")),
currency="CNY",
invoice_count=0,
occurred_at=self._parse_application_occurred_at(facts.get("time", "")),
submitted_at=datetime.now(UTC),
status="submitted",
approval_stage="直属领导审批",
risk_flags_json=[],
)
self.db.add(claim)
self.db.commit()
self.db.refresh(claim)
return claim
def _resolve_application_manager_name(
self,
payload: UserAgentRequest,
claim: ExpenseClaim | None = None,
) -> str:
if claim is not None:
manager_name = ExpenseClaimAccessPolicy.resolve_claim_manager_name(claim)
if manager_name and not ExpenseClaimAccessPolicy.is_missing_value(manager_name):
return manager_name
context_json = payload.context_json or {}
for key in ("manager_name", "managerName", "direct_manager_name", "directManagerName"):
value = str(context_json.get(key) or "").strip()
if value and not ExpenseClaimAccessPolicy.is_missing_value(value):
return value
return ""
@staticmethod
def _build_application_current_user(payload: UserAgentRequest) -> CurrentUserContext:
context_json = payload.context_json or {}
raw_role_codes = context_json.get("role_codes")
if isinstance(raw_role_codes, list):
role_codes = [str(item).strip() for item in raw_role_codes if str(item).strip()]
else:
role_codes = [item.strip() for item in str(raw_role_codes or "").split(",") if item.strip()]
username = str(
payload.user_id
or context_json.get("username")
or context_json.get("user_id")
or context_json.get("employee_no")
or context_json.get("name")
or "anonymous"
).strip()
name = str(context_json.get("name") or context_json.get("user_name") or username).strip()
return CurrentUserContext(
username=username or name or "anonymous",
name=name or username or "anonymous",
role_codes=role_codes,
is_admin=bool(context_json.get("is_admin")),
department_name=str(
context_json.get("department_name")
or context_json.get("department")
or context_json.get("departmentName")
or ""
).strip(),
)
@staticmethod
def _resolve_application_expense_type_code(facts: dict[str, str]) -> str:
application_type = str(facts.get("application_type") or "").strip()
if "差旅" in application_type:
return "travel_application"
if "采购" in application_type:
return "purchase_application"
if "会务" in application_type or "会议" in application_type:
return "meeting_application"
return "expense_application"
@staticmethod
def _parse_application_amount_to_decimal(amount_text: str) -> Decimal:
normalized = str(amount_text or "").replace(",", "").replace("，", "").strip()
match = re.search(r"\d+(?:\.\d+)?", normalized)
if not match:
return Decimal("0.00")
try:
return Decimal(match.group(0)).quantize(Decimal("0.01"))
except (InvalidOperation, ValueError):
return Decimal("0.00")
@staticmethod
def _parse_application_occurred_at(time_text: str) -> datetime:
normalized = str(time_text or "")
match = re.search(r"(20\d{2})[-/.年](\d{1,2})[-/.月](\d{1,2})", normalized)
if match:
year, month, day = (int(part) for part in match.groups())
return datetime(year, month, day, tzinfo=UTC)
return datetime.now(UTC)
def _build_submitted_application_payload(
self,
claim: ExpenseClaim | None,
facts: dict[str, str],
) -> UserAgentDraftPayload | None:
if claim is None:
return None
return UserAgentDraftPayload(
draft_type="expense_application",
title=str(facts.get("application_type") or "费用申请").strip() or "费用申请",
body=self._build_application_summary(facts),
confirmation_required=False,
claim_id=claim.id,
claim_no=claim.claim_no,
status=claim.status,
approval_stage=claim.approval_stage,
)
def _is_application_submit_confirmation(self, payload: UserAgentRequest) -> bool:
compact_message = re.sub(r"\s+", "", str(payload.message or ""))
if any(keyword in compact_message for keyword in APPLICATION_SUBMIT_KEYWORDS):
return True
if compact_message not in APPLICATION_SHORT_CONFIRMATIONS:
return False
history = (payload.context_json or {}).get("conversation_history")
if not isinstance(history, list):
return False
return any(
isinstance(item, dict)
and str(item.get("role") or "").strip() == "assistant"
and (
"是否确认提交" in str(item.get("content") or "")
or "当前状态：待确认提交" in str(item.get("content") or "")
or "#application-submit" in str(item.get("content") or "")
or "确认无误后" in str(item.get("content") or "")
)
for item in history[-4:]
)
def _build_simulated_application_no(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> str:
return self._build_simulated_application_no_from_facts(
facts,
fallback_seed=str(payload.run_id or ""),
)
@staticmethod
def _build_simulated_application_no_from_facts(
facts: dict[str, str],
*,
fallback_seed: str = "",
) -> str:
raw_date = str(facts.get("time") or "")
match = re.search(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}", raw_date)
date_text = match.group(0) if match else datetime.now().strftime("%Y-%m-%d")
digits = re.sub(r"\D", "", date_text)[:8].ljust(8, "0")
seed = re.sub(r"[^A-Za-z0-9]", "", fallback_seed)[-6:] or "SIM001"
return f"APP-{digits}-{seed.upper()}"
def _build_application_claim_no(
self,
payload: UserAgentRequest,
facts: dict[str, str],
) -> str:
context_json = payload.context_json or {}
seed_source = "|".join(
str(item or "").strip()
for item in (
context_json.get("conversation_id"),
payload.user_id,
facts.get("time"),
facts.get("location"),
facts.get("reason"),
facts.get("amount"),
)
)
digest = hashlib.sha1(seed_source.encode("utf-8")).hexdigest()[:6]
return self._build_simulated_application_no_from_facts(facts, fallback_seed=digest)

2
server/tests/test_agent_asset_service.py
View File

@@ -497,7 +497,7 @@ def test_spreadsheet_change_records_include_all_modified_sheets() -> None:
def test_editable_spreadsheet_onlyoffice_config_enables_forcesave(monkeypatch) -> None: def test_editable_spreadsheet_onlyoffice_config_enables_forcesave(monkeypatch) -> None:
with build_session() as db: with build_session() as db:
monkeypatch.setattr( monkeypatch.setattr(
"app.services.agent_assets.resolve_onlyoffice_settings", "app.services.agent_asset_onlyoffice.resolve_onlyoffice_settings",
lambda: OnlyOfficeRuntimeConfig( lambda: OnlyOfficeRuntimeConfig(
enabled=True, enabled=True,
public_url="http://onlyoffice.example.com", public_url="http://onlyoffice.example.com",

127
server/tests/test_expense_claim_service.py
View File

@@ -2883,6 +2883,133 @@ def test_direct_manager_can_approve_subordinate_claim_to_finance_review() -> Non
) )
def test_application_submit_skips_ai_review_and_receipt_requirements(monkeypatch: pytest.MonkeyPatch) -> None:
current_user = CurrentUserContext(
username="application-owner@example.com",
name="张三",
role_codes=["employee"],
is_admin=True,
)
with build_session() as db:
claim = ExpenseClaim(
claim_no="APP-20260525-SUBMIT",
employee_name="张三",
department_name="交付部",
project_code="PRJ-A",
expense_type="travel_application",
reason="支撑国网服务器上线部署",
location="上海",
amount=Decimal("12000.00"),
currency="CNY",
invoice_count=0,
occurred_at=datetime(2026, 5, 25, 9, 0, tzinfo=UTC),
submitted_at=None,
status="draft",
approval_stage="待提交",
risk_flags_json=[
{
"source": "submission_review",
"severity": "medium",
"message": "旧 AI 预审提示不应保留到申请单提交结果。",
}
],
)
db.add(claim)
db.commit()
claim_id = claim.id
service = ExpenseClaimService(db)
def fail_ai_review(_claim: ExpenseClaim) -> dict[str, object]:
raise AssertionError("费用申请提交不应进入 AI 预审")
monkeypatch.setattr(service, "_run_ai_submission_review", fail_ai_review)
submitted = service.submit_claim(claim_id, current_user)
assert submitted is not None
assert submitted.status == "submitted"
assert submitted.approval_stage == "直属领导审批"
assert submitted.invoice_count == 0
assert submitted.items == []
assert not any(
isinstance(flag, dict) and flag.get("source") == "submission_review"
for flag in submitted.risk_flags_json
)
assert any(
isinstance(flag, dict)
and flag.get("source") == "application_submission"
and flag.get("event_type") == "expense_application_submission"
and flag.get("next_approval_stage") == "直属领导审批"
for flag in submitted.risk_flags_json
)
def test_direct_manager_can_approve_application_claim_to_completed_stage() -> None:
current_user = CurrentUserContext(
username="manager-application-approve@example.com",
name="李经理",
role_codes=["manager"],
is_admin=False,
)
with build_session() as db:
manager = Employee(
employee_no="E8112",
name="李经理",
email="manager-application-approve@example.com",
)
employee = Employee(
employee_no="E8113",
name="张三",
email="zhangsan-application-approve@example.com",
manager=manager,
)
db.add_all([manager, employee])
db.flush()
claim = ExpenseClaim(
claim_no="APP-20260525-APPROVE",
employee_id=employee.id,
employee_name="张三",
department_name="交付部",
project_code="PRJ-A",
expense_type="travel_application",
reason="支撑国网服务器上线部署",
location="上海",
amount=Decimal("12000.00"),
currency="CNY",
invoice_count=0,
occurred_at=datetime(2026, 5, 25, 9, 0, tzinfo=UTC),
submitted_at=datetime(2026, 5, 25, 10, 0, tzinfo=UTC),
status="submitted",
approval_stage="直属领导审批",
risk_flags_json=[],
)
db.add(claim)
db.commit()
claim_id = claim.id
approved = ExpenseClaimService(db).approve_claim(
claim_id,
current_user,
opinion="业务必要，同意申请。",
)
assert approved is not None
assert approved.status == "approved"
assert approved.approval_stage == "审批完成"
assert any(
isinstance(flag, dict)
and flag.get("source") == "manual_approval"
and flag.get("event_type") == "expense_application_approval"
and flag.get("opinion") == "业务必要，同意申请。"
and flag.get("previous_approval_stage") == "直属领导审批"
and flag.get("next_status") == "approved"
and flag.get("next_approval_stage") == "审批完成"
for flag in approved.risk_flags_json
)
def test_finance_can_approve_claim_to_archive_stage() -> None: def test_finance_can_approve_claim_to_archive_stage() -> None:
current_user = CurrentUserContext( current_user = CurrentUserContext(
username="finance-approve@example.com", username="finance-approve@example.com",

34
server/tests/test_ontology_service.py
View File

@@ -649,6 +649,40 @@ def test_semantic_ontology_service_requires_attachment_for_meeting_application()
assert "attachments" in result.missing_slots assert "attachments" in result.missing_slots
def test_semantic_ontology_service_treats_application_session_as_application_context() -> None:
session_factory = build_session_factory()
with session_factory() as db:
result = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=(
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
),
user_id="pytest",
context_json={
"session_type": "application",
"entry_source": "application",
"attachment_count": 0,
},
)
)
assert result.scenario == "expense"
assert result.intent == "draft"
assert any(
item.type == "document_type" and item.normalized_value == "expense_application"
for item in result.entities
)
assert any(
item.type == "workflow_stage" and item.normalized_value == "pre_approval"
for item in result.entities
)
assert "expense_type" in result.missing_slots
assert "amount" in result.missing_slots
def test_semantic_ontology_service_uses_model_parse_when_available(monkeypatch) -> None: def test_semantic_ontology_service_uses_model_parse_when_available(monkeypatch) -> None:
session_factory = build_session_factory() session_factory = build_session_factory()
with session_factory() as db: with session_factory() as db:

267
server/tests/test_orchestrator_review_flow.py
View File

@@ -11,6 +11,7 @@ from sqlalchemy.pool import StaticPool
from app.db.base import Base from app.db.base import Base
from app.models.employee import Employee from app.models.employee import Employee
from app.models.financial_record import ExpenseClaim, ExpenseClaimItem from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
from app.schemas.ontology import OntologyParseResult, OntologyPermission
from app.schemas.orchestrator import OrchestratorRequest from app.schemas.orchestrator import OrchestratorRequest
from app.services.agent_conversations import AgentConversationService from app.services.agent_conversations import AgentConversationService
from app.services.orchestrator import OrchestratorService from app.services.orchestrator import OrchestratorService
@@ -228,6 +229,50 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
assert continued_context["review_form_values"]["expense_type"] == "差旅费" assert continued_context["review_form_values"]["expense_type"] == "差旅费"
def test_conversation_hydration_preserves_incoming_application_time_context() -> None:
session_factory = build_session_factory()
with session_factory() as db:
service = AgentConversationService(db)
conversation = service.get_or_create_conversation(
conversation_id="conv-application-time-context",
user_id="emp-application-time@example.com",
source="user_message",
context_json={
"session_type": "application",
"entry_source": "application",
"business_time_context": {
"mode": "single",
"start_date": "2026-05-01",
"end_date": "2026-05-01",
"display_value": "2026-05-01",
},
},
)
stale_context = service.hydrate_context_json(
conversation=conversation,
context_json={"session_type": "application", "entry_source": "application"},
message="apply travel expense",
)
fresh_context = service.hydrate_context_json(
conversation=conversation,
context_json={
"session_type": "application",
"entry_source": "application",
"business_time_context": {
"mode": "single",
"start_date": "2026-05-25",
"end_date": "2026-05-25",
"display_value": "2026-05-25",
},
},
message="apply travel expense",
)
assert "business_time_context" not in stale_context
assert fresh_context["business_time_context"]["start_date"] == "2026-05-25"
def test_conversation_scope_creates_new_session_for_different_claim() -> None: def test_conversation_scope_creates_new_session_for_different_claim() -> None:
session_factory = build_session_factory() session_factory = build_session_factory()
with session_factory() as db: with session_factory() as db:
@@ -543,3 +588,225 @@ def test_orchestrator_prompts_scene_choices_before_review_for_fresh_ambiguous_ex
assert result.get("draft_payload") is None assert result.get("draft_payload") is None
assert "请先在下面选择报销场景" in result["answer"] assert "请先在下面选择报销场景" in result["answer"]
assert [item["label"] for item in result["suggested_actions"][:3]] == ["差旅费", "交通费", "住宿费"] assert [item["label"] for item in result["suggested_actions"][:3]] == ["差旅费", "交通费", "住宿费"]
def test_orchestrator_application_session_does_not_use_reimbursement_scene_prompt(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
with session_factory() as db:
response = OrchestratorService(db).run(
OrchestratorRequest(
source="user_message",
user_id="application-session@example.com",
message=message,
context_json={
"session_type": "application",
"entry_source": "application",
"name": "申请员工",
},
)
)
result = response.result
assert response.status == "blocked"
assert response.trace_summary.scenario == "expense"
assert "费用申请" in result["answer"]
assert "| 发生时间 | 2026-05-25" in result["answer"]
assert "请先在下面选择报销场景" not in result["answer"]
assert result.get("review_payload") is None
def test_orchestrator_application_session_guides_transport_amount_and_submit(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
initial_message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
context_json = {
"session_type": "application",
"entry_source": "application",
"name": "申请员工",
"manager_name": "陈硕",
}
with session_factory() as db:
service = OrchestratorService(db)
first = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-flow@example.com",
message=initial_message,
context_json=context_json,
)
)
second = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-flow@example.com",
conversation_id=first.conversation_id,
message="飞机",
context_json=context_json,
)
)
third = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-flow@example.com",
conversation_id=first.conversation_id,
message="预计总费用：12000元",
context_json=context_json,
)
)
fourth = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-flow@example.com",
conversation_id=first.conversation_id,
message="确认提交",
context_json=context_json,
)
)
assert first.status == "blocked"
assert "当前还需要补充：出行方式、预计金额/预算" in first.result["answer"]
assert [item["label"] for item in first.result["suggested_actions"]] == ["一次性补充申请信息"]
assert first.result["suggested_actions"][0]["payload"]["prompt_prefill"] == "出行方式：\n预计总费用："
assert "当前还需要补充：预计金额/预算" in second.result["answer"]
assert [item["label"] for item in second.result["suggested_actions"]] == ["一次性补充申请信息"]
assert second.result["suggested_actions"][0]["action_type"] == "prefill_composer"
assert second.result["suggested_actions"][0]["payload"]["prompt_prefill"] == "预计总费用："
assert "这是模拟的费用申请结果" in third.result["answer"]
assert "| 事由 | 支持上海国网服务器部署 |" in third.result["answer"]
assert "请核对上述信息无误" in third.result["answer"]
assert "[确认](#application-submit)" in third.result["answer"]
assert third.status == "blocked"
assert third.result["requires_confirmation"] is True
assert third.result["suggested_actions"] == []
assert fourth.status == "succeeded"
assert fourth.result["clarification_required"] is False
assert fourth.result["missing_slots"] == []
assert "当前操作已完成，单据已经推送给 陈硕 进行审核，请耐心等待" in fourth.result["answer"]
assert "当前状态：陈硕审核中" in fourth.result["answer"]
assert fourth.result["suggested_actions"] == []
application_claims = [
claim
for claim in db.query(ExpenseClaim).all()
if claim.claim_no.startswith("APP-20260525-")
]
assert len(application_claims) == 1
assert application_claims[0].status == "submitted"
assert application_claims[0].approval_stage == "直属领导审批"
assert fourth.result["draft_payload"]["claim_no"] == application_claims[0].claim_no
def test_orchestrator_application_submit_bypasses_generic_operation_block(
monkeypatch,
) -> None:
monkeypatch.setattr(
"app.services.runtime_chat.RuntimeChatService.complete",
lambda *_args, **_kwargs: None,
)
session_factory = build_session_factory()
initial_message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
context_json = {
"session_type": "application",
"entry_source": "application",
"name": "申请员工",
"manager_name": "陈硕",
}
with session_factory() as db:
service = OrchestratorService(db)
first = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-approval-required@example.com",
message=initial_message,
context_json=context_json,
)
)
service.run(
OrchestratorRequest(
source="user_message",
user_id="application-approval-required@example.com",
conversation_id=first.conversation_id,
message="飞机",
context_json=context_json,
)
)
preview = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-approval-required@example.com",
conversation_id=first.conversation_id,
message="预计总费用：12000元",
context_json=context_json,
)
)
def approval_required_parse_for_run(self, request, run_id): # noqa: ANN001
return OntologyParseResult(
scenario="expense",
intent="operate",
entities=[],
permission=OntologyPermission(
level="approval_required",
allowed=False,
reason="操作类请求需要人工审批确认。",
),
confidence=0.95,
missing_slots=[],
ambiguity=[],
clarification_required=False,
clarification_question=None,
run_id=run_id,
)
monkeypatch.setattr(
"app.services.ontology.SemanticOntologyService.parse_for_run",
approval_required_parse_for_run,
)
submitted = service.run(
OrchestratorRequest(
source="user_message",
user_id="application-approval-required@example.com",
conversation_id=first.conversation_id,
message="确认提交",
context_json=context_json,
)
)
assert preview.status == "blocked"
assert submitted.status == "succeeded"
assert submitted.requires_confirmation is False
assert "操作类请求需要人工审批确认" not in submitted.result["answer"]
assert "当前仅返回确认摘要" not in submitted.result["answer"]
assert "当前操作已完成，单据已经推送给 陈硕 进行审核，请耐心等待" in submitted.result["answer"]
assert submitted.result["draft_payload"]["status"] == "submitted"

64
server/tests/test_reimbursement_endpoints.py
View File

@@ -364,6 +364,70 @@ def test_approve_claim_endpoint_routes_direct_manager_claim_to_finance_review()
assert "manager-approve-api@example.com" not in approval_events[0]["message"] assert "manager-approve-api@example.com" not in approval_events[0]["message"]
def test_approve_application_endpoint_completes_after_direct_manager_review() -> None:
client, session_factory = build_client()
with session_factory() as db:
manager = Employee(
id="mgr-application-approve-1",
employee_no="E21002",
name="李经理",
email="manager-application-approve-api@example.com",
)
employee = Employee(
id="emp-application-approve-1",
employee_no="E11002",
name="张三",
email="zhangsan-application-approve-api@example.com",
manager=manager,
)
claim = ExpenseClaim(
id="claim-application-approve-1",
claim_no="APP-20260525-API001",
employee_id=employee.id,
employee_name="张三",
department_id="dept-1",
department_name="交付部",
project_code=None,
expense_type="travel_application",
reason="支撑国网服务器上线部署",
location="上海",
amount=Decimal("12000.00"),
currency="CNY",
invoice_count=0,
occurred_at=datetime(2026, 5, 25, tzinfo=UTC),
submitted_at=datetime(2026, 5, 25, 10, 0, tzinfo=UTC),
status="submitted",
approval_stage="直属领导审批",
risk_flags_json=[],
)
db.add_all([manager, employee, claim])
db.commit()
response = client.post(
"/api/v1/reimbursements/claims/claim-application-approve-1/approve",
json={"opinion": "业务必要，同意申请。"},
headers={
"X-Auth-Username": "manager-application-approve-api@example.com",
"X-Auth-Name": "manager-application-approve-api@example.com",
"X-Auth-Role-Codes": "manager",
},
)
assert response.status_code == 200
payload = response.json()
assert payload["status"] == "approved"
assert payload["approval_stage"] == "审批完成"
assert any(
item["source"] == "manual_approval"
and item["event_type"] == "expense_application_approval"
and item["opinion"] == "业务必要，同意申请。"
and item["operator"] == "李经理"
and item["next_status"] == "approved"
and item["next_approval_stage"] == "审批完成"
for item in payload["risk_flags_json"]
)
def test_claim_item_pdf_attachment_preview_returns_generated_image(monkeypatch, tmp_path) -> None: def test_claim_item_pdf_attachment_preview_returns_generated_image(monkeypatch, tmp_path) -> None:
preview_bytes = b"fake-preview-png" preview_bytes = b"fake-preview-png"
preview_data_url = f"data:image/png;base64,{base64.b64encode(preview_bytes).decode('ascii')}" preview_data_url = f"data:image/png;base64,{base64.b64encode(preview_bytes).decode('ascii')}"

245
server/tests/test_user_agent_service.py
View File

@@ -29,6 +29,41 @@ def build_session_factory() -> sessionmaker[Session]:
return sessionmaker(bind=engine, autoflush=False, autocommit=False) return sessionmaker(bind=engine, autoflush=False, autocommit=False)
def build_application_user_agent_response(
db: Session,
message: str,
*,
history: list[dict[str, object]] | None = None,
context_overrides: dict[str, object] | None = None,
):
context_json = {
"session_type": "application",
"entry_source": "application",
"attachment_count": 0,
}
if context_overrides:
context_json.update(context_overrides)
if history is not None:
context_json["conversation_history"] = history
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=message,
user_id="pytest",
context_json=context_json,
)
)
return UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message=message,
ontology=ontology,
context_json=context_json,
tool_payload={"clarification_required": ontology.clarification_required},
)
)
def test_user_agent_query_returns_readable_answer_and_actions() -> None: def test_user_agent_query_returns_readable_answer_and_actions() -> None:
session_factory = build_session_factory() session_factory = build_session_factory()
with session_factory() as db: with session_factory() as db:
@@ -137,6 +172,216 @@ def test_user_agent_knowledge_prompt_enforces_knowledge_boundary() -> None:
assert '"knowledge_answer_evidence": []' in messages[1]["content"] assert '"knowledge_answer_evidence": []' in messages[1]["content"]
def test_user_agent_application_context_uses_application_language() -> None:
session_factory = build_session_factory()
message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
context_json = {
"session_type": "application",
"entry_source": "application",
"attachment_count": 0,
}
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=message,
user_id="pytest",
context_json=context_json,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message=message,
ontology=ontology,
context_json=context_json,
tool_payload={"clarification_required": True},
)
)
assert "费用申请" in response.answer
assert "| 字段 | 内容 |" in response.answer
assert "| 发生时间 | 2026-05-25 至 2026-05-28 |" in response.answer
assert "支持上海国网服务器部署" in response.answer
assert "当前还需要补充：出行方式、预计金额/预算" in response.answer
assert "请先在下面选择报销场景" not in response.answer
assert response.review_payload is None
assert [item.label for item in response.suggested_actions] == ["一次性补充申请信息"]
assert response.suggested_actions[0].payload["prompt_prefill"] == "出行方式：\n预计总费用："
def test_user_agent_application_infers_natural_reason_and_expands_single_date() -> None:
session_factory = build_session_factory()
message = "发生时间：2026-05-25\n去上海出差3天，支撑上海国网服务器部署"
with session_factory() as db:
response = build_application_user_agent_response(db, message)
assert "| 发生时间 | 2026-05-25 至 2026-05-28 |" in response.answer
assert "| 地点 | 上海 |" in response.answer
assert "| 事由 | 支撑上海国网服务器部署 |" in response.answer
assert "当前还需要先补充：申请事由" not in response.answer
assert "当前还需要补充：出行方式、预计金额/预算" in response.answer
assert [item.label for item in response.suggested_actions] == ["一次性补充申请信息"]
def test_user_agent_application_uses_selected_time_and_natural_language_fields() -> None:
session_factory = build_session_factory()
message = "出差上海，支撑国网服务器上线部署"
context_json = {
"session_type": "application",
"entry_source": "application",
"business_time_context": {
"mode": "single",
"start_date": "2026-05-25",
"end_date": "2026-05-25",
"display_value": "2026-05-25",
},
}
with session_factory() as db:
ontology = SemanticOntologyService(db).parse(
OntologyParseRequest(
query=message,
user_id="pytest",
context_json=context_json,
)
)
response = UserAgentService(db).respond(
UserAgentRequest(
run_id=ontology.run_id,
user_id="pytest",
message=message,
ontology=ontology,
context_json=context_json,
tool_payload={"clarification_required": True},
)
)
assert "| 发生时间 | 2026-05-25 |" in response.answer
assert "| 地点 | 上海 |" in response.answer
assert "| 事由 | 支撑国网服务器上线部署 |" in response.answer
assert "当前还需要补充：出行方式、预计金额/预算" in response.answer
assert [item.label for item in response.suggested_actions] == ["一次性补充申请信息"]
assert response.suggested_actions[0].action_type == "prefill_composer"
assert response.suggested_actions[0].payload["prompt_prefill"] == "出行方式：\n预计总费用："
def test_user_agent_application_asks_amount_after_transport_choice() -> None:
session_factory = build_session_factory()
initial_message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
with session_factory() as db:
response = build_application_user_agent_response(
db,
"飞机",
history=[{"role": "user", "content": initial_message}],
)
assert "| 出行方式 | 飞机 |" in response.answer
assert "当前还需要补充：预计金额/预算" in response.answer
assert [item.label for item in response.suggested_actions] == ["一次性补充申请信息"]
assert response.suggested_actions[0].action_type == "prefill_composer"
assert response.suggested_actions[0].payload["prompt_prefill"] == "预计总费用："
def test_user_agent_application_missing_base_actions_prefill_composer() -> None:
session_factory = build_session_factory()
with session_factory() as db:
response = build_application_user_agent_response(
db,
"地点：上海\n事由：支撑国网服务器部署\n天数：3天",
)
assert "当前还需要补充：发生时间、出行方式、预计金额/预算" in response.answer
assert [item.label for item in response.suggested_actions] == ["一次性补充申请信息"]
assert response.suggested_actions[0].action_type == "prefill_composer"
assert response.suggested_actions[0].payload["prompt_prefill"] == "申请时间段：\n出行方式：\n预计总费用："
def test_user_agent_application_builds_preview_when_amount_is_ready() -> None:
session_factory = build_session_factory()
initial_message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
with session_factory() as db:
response = build_application_user_agent_response(
db,
"预计总费用：12000元",
history=[
{"role": "user", "content": initial_message},
{"role": "user", "content": "飞机"},
],
)
assert "这是模拟的费用申请结果" in response.answer
assert "| 字段 | 内容 |" in response.answer
assert "| 事由 | 支持上海国网服务器部署 |" in response.answer
assert "| 出行方式 | 飞机 |" in response.answer
assert "| 预计总费用 | 12000元 |" in response.answer
assert "请核对上述信息无误" in response.answer
assert "[确认](#application-submit)" in response.answer
assert response.requires_confirmation is True
assert response.suggested_actions == []
def test_user_agent_application_submit_enters_leader_review() -> None:
session_factory = build_session_factory()
initial_message = (
"发生时间：2026-05-25\n"
"地点：上海\n"
"事由：支持上海国网服务器部署\n"
"天数：3天"
)
preview_answer = (
"这是模拟的费用申请结果，请核对：\n"
"| 字段 | 内容 |\n"
"| --- | --- |\n"
"| 申请类型 | 差旅费用申请 |\n"
"| 发生时间 | 2026-05-25 |\n"
"| 地点 | 上海 |\n"
"| 事由 | 支持上海国网服务器部署 |\n"
"| 天数 | 3天 |\n"
"| 出行方式 | 飞机 |\n"
"| 预计总费用 | 12000元 |\n\n"
"请核对上述信息无误，确认无误后 [确认](#application-submit) 提交至审批流程。"
)
with session_factory() as db:
response = build_application_user_agent_response(
db,
"确认提交",
context_overrides={"manager_name": "陈硕"},
history=[
{"role": "user", "content": initial_message},
{"role": "user", "content": "飞机"},
{"role": "user", "content": "预计总费用：12000元"},
{"role": "assistant", "content": preview_answer},
],
)
assert "当前操作已完成，单据已经推送给 陈硕 进行审核，请耐心等待" in response.answer
assert "当前状态：陈硕审核中" in response.answer
assert "预算占用参考" in response.answer
assert "APP-20260525-" in response.answer
assert response.suggested_actions == []
claim = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("APP-20260525-%")).one()
assert claim.status == "submitted"
assert claim.approval_stage == "直属领导审批"
assert claim.expense_type == "travel_application"
assert claim.amount == Decimal("12000.00")
assert claim.employee_name == "pytest"
def test_user_agent_knowledge_fallback_is_honest_and_personalized() -> None: def test_user_agent_knowledge_fallback_is_honest_and_personalized() -> None:
session_factory = build_session_factory() session_factory = build_session_factory()
with session_factory() as db: with session_factory() as db:

57
web/src/assets/styles/app.css
View File

@@ -15,13 +15,43 @@
} }
.app { .app {
--sidebar-expanded-width: 220px;
--sidebar-collapsed-width: 64px;
--sidebar-motion: 320ms cubic-bezier(0.22, 1, 0.36, 1);
height: var(--desktop-stage-height, 100dvh); height: var(--desktop-stage-height, 100dvh);
min-height: var(--desktop-stage-height, 100dvh); min-height: var(--desktop-stage-height, 100dvh);
display: grid; display: flex;
grid-template-columns: 220px minmax(0, 1fr); align-items: stretch;
background: var(--bg); background: var(--bg);
} }
.app-sidebar {
flex: 0 0 auto;
width: var(--sidebar-expanded-width);
min-width: 0;
overflow: hidden;
will-change: width;
transition: width var(--sidebar-motion);
}
.app.sidebar-collapsed .app-sidebar {
width: var(--sidebar-collapsed-width);
overflow: visible;
position: relative;
z-index: 200;
}
.app.sidebar-collapsed > .main {
position: relative;
z-index: 1;
}
.app > .main {
flex: 1 1 auto;
min-width: 0;
}
.boot-state { .boot-state {
min-height: var(--desktop-stage-height, 100dvh); min-height: var(--desktop-stage-height, 100dvh);
display: grid; display: grid;
@@ -133,9 +163,28 @@
} }
@media (max-width: 1180px) { @media (max-width: 1180px) {
.app { grid-template-columns: 220px minmax(0, 1fr); } .app-sidebar {
width: var(--sidebar-expanded-width);
}
.app.sidebar-collapsed .app-sidebar {
width: var(--sidebar-collapsed-width);
}
} }
@media (max-width: 760px) { @media (max-width: 760px) {
.app { display: block; } .app {
display: block;
}
.app-sidebar {
width: 100%;
transition: none;
}
.workarea { padding: 18px 16px 28px; } .workarea { padding: 18px 16px 28px; }
} }
@media (prefers-reduced-motion: reduce) {
.app-sidebar {
transition: none;
}
}

27
web/src/assets/styles/views/documents-center-view.css
View File

@@ -481,6 +481,33 @@ tbody tr:last-child td {
font-weight: 800; font-weight: 800;
} }
.new-document-badge {
display: inline-flex;
align-items: center;
justify-content: center;
gap: 4px;
min-width: 30px;
height: 17px;
margin-right: 6px;
padding: 0 5px;
border: 1px solid #fecaca;
border-radius: 999px;
background: #fff5f5;
color: #dc2626;
font-size: 10px;
font-weight: 900;
line-height: 1;
letter-spacing: .2px;
}
.new-document-badge::before {
content: "";
width: 5px;
height: 5px;
border-radius: 999px;
background: #ef4444;
}
.doc-kind-tag, .doc-kind-tag,
.type-tag, .type-tag,
.status-tag { .status-tag {

11
web/src/assets/styles/views/travel-reimbursement-create-view.css
View File

@@ -567,6 +567,17 @@
color: #059669; color: #059669;
} }
.shortcut-chip.active {
border-color: rgba(5, 150, 105, 0.38);
background: rgba(16, 185, 129, 0.1);
color: #047857;
box-shadow: none;
}
.shortcut-chip.active i {
color: #047857;
}
.shortcut-chip:disabled { .shortcut-chip:disabled {
opacity: 0.48; opacity: 0.48;
cursor: not-allowed; cursor: not-allowed;

4
web/src/components/business/PersonalWorkbench.vue
View File

@@ -14,8 +14,8 @@
</div> </div>
<div class="assistant-copy"> <div class="assistant-copy">
<h3>嗨，{{ assistantGreetingName }}，描述费用或上传票据，AI 直接帮你判断怎么报</h3> <h3>嗨，{{ assistantGreetingName }}，描述您想做的事，AI 会直接帮您处理</h3>
<p>自动识别报销类别、核对附件完整性，并生成可继续提交的报销草稿。</p> <p>我会自动识别您的意图，协助完成费用申请、报销、查询和制度问答等业务工作，耐心把事情推进到可执行的下一步。</p>
<div class="assistant-input"> <div class="assistant-input">
<input <input

503
web/src/components/layout/SidebarRail.vue
View File

@@ -1,5 +1,5 @@
<template> <template>
<aside class="rail" aria-label="主导航"> <aside class="rail" :class="{ 'rail-collapsed': collapsed }" aria-label="主导航">
<div class="rail-brand"> <div class="rail-brand">
<div class="brand-mark" aria-hidden="true"> <div class="brand-mark" aria-hidden="true">
<img v-if="companyLogo" :src="companyLogo" alt="System Logo" class="custom-logo" /> <img v-if="companyLogo" :src="companyLogo" alt="System Logo" class="custom-logo" />
@@ -9,6 +9,16 @@
</svg> </svg>
</div> </div>
<strong class="brand-name">{{ displayCompanyName }}</strong> <strong class="brand-name">{{ displayCompanyName }}</strong>
<button
class="rail-collapse-btn"
type="button"
:aria-label="collapsed ? '展开侧边栏' : '折叠侧边栏'"
:title="collapsed ? '展开侧边栏' : '折叠侧边栏'"
:aria-expanded="!collapsed"
@click="emit('toggle-collapse')"
>
<i :class="collapsed ? 'mdi mdi-chevron-right' : 'mdi mdi-chevron-left'"></i>
</button>
</div> </div>
<nav class="rail-nav" aria-label="功能导航"> <nav class="rail-nav" aria-label="功能导航">
@@ -18,6 +28,7 @@
class="nav-btn" class="nav-btn"
:class="{ active: activeView === item.id }" :class="{ active: activeView === item.id }"
type="button" type="button"
:title="collapsed ? item.displayLabel : undefined"
@click="emit('navigate', item.id)" @click="emit('navigate', item.id)"
> >
<span class="nav-icon" v-html="item.icon"></span> <span class="nav-icon" v-html="item.icon"></span>
@@ -26,15 +37,38 @@
</button> </button>
</nav> </nav>
<div class="rail-user"> <div
<div class="user-menu" role="menu" aria-label="用户菜单"> class="rail-user"
@mouseenter="openCollapsedUserMenu"
@mouseleave="closeCollapsedUserMenu"
@focusin="openCollapsedUserMenu"
@focusout="handleUserFocusOut"
>
<div v-if="!collapsed" class="user-menu" role="menu" aria-label="用户菜单">
<button class="user-menu-item" type="button" @click="emit('logout')"> <button class="user-menu-item" type="button" @click="emit('logout')">
<i class="mdi mdi-logout-variant"></i> <i class="mdi mdi-logout-variant"></i>
<span>退出系统</span> <span>退出系统</span>
</button> </button>
</div> </div>
<div class="user-summary" tabindex="0" aria-label="用户信息"> <Teleport to="body">
<div
v-if="collapsed && userMenuOpen"
class="rail-user-menu-floating"
:style="userMenuStyle"
role="menu"
aria-label="用户菜单"
@mouseenter="clearUserMenuCloseTimer"
@mouseleave="closeCollapsedUserMenu"
>
<button class="user-menu-item" type="button" @click="handleLogout">
<i class="mdi mdi-logout-variant"></i>
<span>退出系统</span>
</button>
</div>
</Teleport>
<div class="user-summary" tabindex="0" aria-label="用户信息" :title="collapsed ? displayUser.name : undefined">
<span class="user-avatar">{{ displayUser.avatar }}</span> <span class="user-avatar">{{ displayUser.avatar }}</span>
<span class="user-copy"> <span class="user-copy">
<strong>{{ displayUser.name }}</strong> <strong>{{ displayUser.name }}</strong>
@@ -47,7 +81,7 @@
</template> </template>
<script setup> <script setup>
import { computed, onBeforeUnmount, onMounted } from 'vue' import { computed, onBeforeUnmount, onMounted, reactive, ref, watch } from 'vue'
import { useApprovalInbox } from '../../composables/useApprovalInbox.js' import { useApprovalInbox } from '../../composables/useApprovalInbox.js'
@@ -69,10 +103,14 @@ const props = defineProps({
role: '管理员', role: '管理员',
avatar: '管' avatar: '管'
}) })
},
collapsed: {
type: Boolean,
default: false
} }
}) })
const emit = defineEmits(['navigate', 'openChat', 'logout']) const emit = defineEmits(['navigate', 'openChat', 'logout', 'toggle-collapse'])
const { const {
badgeLabel: approvalBadgeLabel, badgeLabel: approvalBadgeLabel,
@@ -108,9 +146,6 @@ onMounted(() => {
startApprovalInboxPolling() startApprovalInboxPolling()
}) })
onBeforeUnmount(() => {
stopApprovalInboxPolling()
})
const displayUser = computed(() => ({ const displayUser = computed(() => ({
name: props.currentUser?.name || '系统管理员', name: props.currentUser?.name || '系统管理员',
@@ -119,33 +154,133 @@ const displayUser = computed(() => ({
})) }))
const displayCompanyName = computed(() => props.companyName || 'X-Financial') const displayCompanyName = computed(() => props.companyName || 'X-Financial')
const userMenuOpen = ref(false)
let userMenuCloseTimer = null
const userMenuPosition = reactive({
top: 0,
left: 0
})
const userMenuStyle = computed(() => ({
top: `${userMenuPosition.top}px`,
left: `${userMenuPosition.left}px`
}))
function resolveUserMenuAnchor(element) {
return element?.querySelector?.('.user-summary') || element
}
function clearUserMenuCloseTimer() {
if (userMenuCloseTimer) {
clearTimeout(userMenuCloseTimer)
userMenuCloseTimer = null
}
}
function openCollapsedUserMenu(event) {
if (!props.collapsed) {
return
}
clearUserMenuCloseTimer()
const anchor = resolveUserMenuAnchor(event?.currentTarget)
if (!anchor?.getBoundingClientRect) {
return
}
const rect = anchor.getBoundingClientRect()
userMenuPosition.top = rect.top + rect.height / 2
userMenuPosition.left = rect.right + 12
userMenuOpen.value = true
}
function closeCollapsedUserMenu() {
clearUserMenuCloseTimer()
userMenuCloseTimer = setTimeout(() => {
userMenuOpen.value = false
userMenuCloseTimer = null
}, 120)
}
function closeCollapsedUserMenuNow() {
clearUserMenuCloseTimer()
userMenuOpen.value = false
}
function handleUserFocusOut(event) {
if (!props.collapsed) {
return
}
const container = event.currentTarget
const nextTarget = event.relatedTarget
if (nextTarget && container?.contains(nextTarget)) {
return
}
closeCollapsedUserMenuNow()
}
function handleLogout() {
closeCollapsedUserMenuNow()
emit('logout')
}
watch(
() => props.collapsed,
(isCollapsed) => {
if (!isCollapsed) {
closeCollapsedUserMenuNow()
}
}
)
onBeforeUnmount(() => {
stopApprovalInboxPolling()
closeCollapsedUserMenuNow()
})
</script> </script>
<style scoped> <style scoped>
.rail { .rail {
--rail-motion-duration: 320ms;
--rail-motion-ease: cubic-bezier(0.22, 1, 0.36, 1);
--rail-fade-duration: 160ms;
position: sticky; position: sticky;
top: 0; top: 0;
width: 100%;
height: var(--desktop-stage-height, 100dvh); height: var(--desktop-stage-height, 100dvh);
display: grid; min-height: var(--desktop-stage-height, 100dvh);
grid-template-rows: auto 1fr auto; min-width: 0;
background: display: flex;
linear-gradient(180deg, rgba(255, 255, 255, 0.98), rgba(248, 251, 250, 0.96)), flex-direction: column;
#fff; overflow: hidden;
background: linear-gradient(180deg, rgba(255, 255, 255, 0.98), rgba(248, 251, 250, 0.96)), #fff;
border-right: 1px solid #dbe4ee; border-right: 1px solid #dbe4ee;
box-shadow: 1px 0 0 rgba(15, 23, 42, 0.02); box-shadow: 1px 0 0 rgba(15, 23, 42, 0.02);
z-index: 20; z-index: 20;
} }
.rail-brand { .rail-brand {
min-height: 86px; position: relative;
min-height: 92px;
display: flex; display: flex;
align-items: center; align-items: center;
justify-content: center; justify-content: flex-start;
gap: 12px; gap: 12px;
padding: 22px 20px 18px; padding: 22px 16px 18px;
overflow: hidden;
transition:
padding var(--rail-motion-duration) var(--rail-motion-ease),
gap var(--rail-motion-duration) var(--rail-motion-ease);
} }
.brand-mark { .brand-mark {
flex: 0 0 auto;
width: 30px; width: 30px;
height: 30px; height: 30px;
display: grid; display: grid;
@@ -153,6 +288,10 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
color: #07936f; color: #07936f;
border-radius: 6px; border-radius: 6px;
overflow: hidden; overflow: hidden;
transition:
width var(--rail-motion-duration) var(--rail-motion-ease),
height var(--rail-motion-duration) var(--rail-motion-ease),
margin var(--rail-motion-duration) var(--rail-motion-ease);
} }
.custom-logo { .custom-logo {
@@ -168,26 +307,74 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
} }
.brand-name { .brand-name {
flex: 1 1 auto;
min-width: 0;
max-width: 124px;
color: #0f172a; color: #0f172a;
font-size: 16px; font-size: 16px;
font-weight: 800; font-weight: 800;
letter-spacing: 0;
white-space: nowrap; white-space: nowrap;
overflow: hidden;
transition:
max-width var(--rail-motion-duration) var(--rail-motion-ease),
opacity var(--rail-fade-duration) var(--rail-motion-ease),
transform var(--rail-fade-duration) var(--rail-motion-ease);
}
.rail-collapse-btn {
position: absolute;
right: 16px;
top: 31px;
z-index: 2;
width: 30px;
height: 30px;
display: inline-grid;
place-items: center;
cursor: pointer;
border: 1px solid rgba(148, 163, 184, 0.22);
border-radius: 9px;
background: rgba(255, 255, 255, 0.86);
color: #64748b;
box-shadow: 0 6px 14px rgba(15, 23, 42, 0.06);
transition:
top var(--rail-motion-duration) var(--rail-motion-ease),
right var(--rail-motion-duration) var(--rail-motion-ease),
transform var(--rail-motion-duration) var(--rail-motion-ease),
background 180ms var(--ease),
border-color 180ms var(--ease),
color 180ms var(--ease),
box-shadow 180ms var(--ease);
}
.rail-collapse-btn:hover {
border-color: rgba(16, 185, 129, 0.28);
background: #ecfdf5;
color: #059669;
}
.rail-collapse-btn .mdi {
font-size: 18px;
line-height: 1;
} }
.rail-nav { .rail-nav {
display: grid; display: flex;
align-content: start; flex-direction: column;
gap: 14px; gap: 8px;
padding: 16px 20px; padding: 16px 20px;
overflow-y: auto; overflow-y: auto;
overflow-x: hidden;
flex: 1;
transition:
padding var(--rail-motion-duration) var(--rail-motion-ease),
gap var(--rail-motion-duration) var(--rail-motion-ease);
} }
.nav-btn { .nav-btn {
width: 100%; width: 100%;
min-height: 48px; min-height: 48px;
display: grid; position: relative;
grid-template-columns: 28px minmax(0, 1fr) auto; display: flex;
align-items: center; align-items: center;
gap: 12px; gap: 12px;
padding: 0 12px; padding: 0 12px;
@@ -196,11 +383,13 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
background: transparent; background: transparent;
color: #64748b; color: #64748b;
text-align: left; text-align: left;
overflow: hidden;
transition: transition:
padding var(--rail-motion-duration) var(--rail-motion-ease),
gap var(--rail-motion-duration) var(--rail-motion-ease),
background 180ms var(--ease), background 180ms var(--ease),
border-color 180ms var(--ease), border-color 180ms var(--ease),
color 180ms var(--ease), color 180ms var(--ease);
box-shadow 180ms var(--ease);
} }
.nav-btn:hover { .nav-btn:hover {
@@ -215,12 +404,17 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
} }
.nav-icon { .nav-icon {
flex: 0 0 28px;
width: 28px; width: 28px;
height: 28px; height: 28px;
display: grid; display: grid;
place-items: center; place-items: center;
border-radius: 7px; border-radius: 7px;
color: currentColor; color: currentColor;
transition:
flex-basis var(--rail-motion-duration) var(--rail-motion-ease),
width var(--rail-motion-duration) var(--rail-motion-ease),
height var(--rail-motion-duration) var(--rail-motion-ease);
} }
.nav-btn :deep(svg) { .nav-btn :deep(svg) {
@@ -234,17 +428,23 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
} }
.nav-label { .nav-label {
flex: 1;
min-width: 0; min-width: 0;
max-width: 128px;
color: currentColor; color: currentColor;
font-size: 14px; font-size: 14px;
font-weight: 700; font-weight: 700;
line-height: 1.2;
white-space: nowrap; white-space: nowrap;
overflow: hidden; overflow: hidden;
text-overflow: ellipsis; opacity: 1;
transition:
max-width var(--rail-motion-duration) var(--rail-motion-ease),
opacity var(--rail-fade-duration) var(--rail-motion-ease),
transform var(--rail-fade-duration) var(--rail-motion-ease);
} }
.nav-badge { .nav-badge {
flex: 0 0 auto;
min-width: 34px; min-width: 34px;
height: 22px; height: 22px;
display: inline-flex; display: inline-flex;
@@ -256,7 +456,11 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
color: #fff; color: #fff;
font-size: 12px; font-size: 12px;
font-weight: 800; font-weight: 800;
line-height: 1; transition:
min-width var(--rail-motion-duration) var(--rail-motion-ease),
max-width var(--rail-motion-duration) var(--rail-motion-ease),
padding var(--rail-motion-duration) var(--rail-motion-ease),
opacity var(--rail-fade-duration) var(--rail-motion-ease);
} }
.rail-user { .rail-user {
@@ -266,28 +470,32 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
margin: 0; margin: 0;
padding: 16px 20px 18px; padding: 16px 20px 18px;
border-top: 1px solid #edf2f7; border-top: 1px solid #edf2f7;
transition: padding var(--rail-motion-duration) var(--rail-motion-ease);
} }
.user-summary { .user-summary {
position: relative;
min-width: 0; min-width: 0;
min-height: 42px; min-height: 42px;
display: grid; display: flex;
grid-template-columns: 38px minmax(0, 1fr) 18px;
align-items: center; align-items: center;
gap: 10px; gap: 10px;
padding: 4px 0 0; padding: 4px;
color: #64748b; color: #64748b;
border-radius: 12px; border-radius: 12px;
outline: none; cursor: pointer;
transition: background 180ms var(--ease); transition:
gap var(--rail-motion-duration) var(--rail-motion-ease),
padding var(--rail-motion-duration) var(--rail-motion-ease),
background 180ms var(--ease);
} }
.rail-user:hover .user-summary, .rail-user:hover .user-summary {
.rail-user:focus-within .user-summary {
background: rgba(255, 255, 255, 0.72); background: rgba(255, 255, 255, 0.72);
} }
.user-avatar { .user-avatar {
flex: 0 0 36px;
width: 36px; width: 36px;
height: 36px; height: 36px;
display: grid; display: grid;
@@ -299,19 +507,30 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
color: #fff; color: #fff;
font-size: 14px; font-size: 14px;
font-weight: 800; font-weight: 800;
transition:
flex-basis var(--rail-motion-duration) var(--rail-motion-ease),
width var(--rail-motion-duration) var(--rail-motion-ease),
height var(--rail-motion-duration) var(--rail-motion-ease);
} }
.user-copy { .user-copy {
flex: 1;
min-width: 0; min-width: 0;
display: grid; max-width: 116px;
display: flex;
flex-direction: column;
gap: 2px; gap: 2px;
opacity: 1;
transition:
max-width var(--rail-motion-duration) var(--rail-motion-ease),
opacity var(--rail-fade-duration) var(--rail-motion-ease),
transform var(--rail-fade-duration) var(--rail-motion-ease);
} }
.user-copy strong { .user-copy strong {
color: #334155; color: #334155;
font-size: 14px; font-size: 14px;
font-weight: 750; font-weight: 750;
line-height: 1.2;
white-space: nowrap; white-space: nowrap;
overflow: hidden; overflow: hidden;
text-overflow: ellipsis; text-overflow: ellipsis;
@@ -320,24 +539,17 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
.user-copy span { .user-copy span {
color: #64748b; color: #64748b;
font-size: 12px; font-size: 12px;
line-height: 1.2;
white-space: nowrap; white-space: nowrap;
overflow: hidden; overflow: hidden;
text-overflow: ellipsis; text-overflow: ellipsis;
} }
.user-summary .mdi { .user-summary .mdi {
justify-self: end; flex: 0 0 18px;
color: #94a3b8; font-size: 18px;
font-size: 13px; transition:
line-height: 1; max-width var(--rail-motion-duration) var(--rail-motion-ease),
transition: transform 180ms var(--ease), color 180ms var(--ease); opacity var(--rail-fade-duration) var(--rail-motion-ease);
}
.rail-user:hover .user-summary .mdi,
.rail-user:focus-within .user-summary .mdi {
color: #0f9f78;
transform: translateY(-1px);
} }
.user-menu { .user-menu {
@@ -349,34 +561,15 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
border: 1px solid rgba(226, 232, 240, 0.96); border: 1px solid rgba(226, 232, 240, 0.96);
border-radius: 12px; border-radius: 12px;
background: rgba(255, 255, 255, 0.98); background: rgba(255, 255, 255, 0.98);
box-shadow: box-shadow: 0 16px 32px rgba(15, 23, 42, 0.1);
0 16px 32px rgba(15, 23, 42, 0.1),
0 2px 8px rgba(15, 23, 42, 0.04);
opacity: 0; opacity: 0;
transform: translateY(8px); transform: translateY(8px);
pointer-events: none; pointer-events: none;
transition: transition: all 180ms var(--ease);
opacity 180ms var(--ease),
transform 180ms var(--ease),
box-shadow 180ms var(--ease);
z-index: 4; z-index: 4;
} }
.user-menu::after { .rail-user:hover .user-menu {
content: "";
position: absolute;
right: 18px;
bottom: -6px;
width: 12px;
height: 12px;
border-right: 1px solid rgba(226, 232, 240, 0.96);
border-bottom: 1px solid rgba(226, 232, 240, 0.96);
background: rgba(255, 255, 255, 0.98);
transform: rotate(45deg);
}
.rail-user:hover .user-menu,
.rail-user:focus-within .user-menu {
opacity: 1; opacity: 1;
transform: translateY(0); transform: translateY(0);
pointer-events: auto; pointer-events: auto;
@@ -385,9 +578,8 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
.user-menu-item { .user-menu-item {
width: 100%; width: 100%;
height: 38px; height: 38px;
display: inline-flex; display: flex;
align-items: center; align-items: center;
justify-content: flex-start;
gap: 8px; gap: 8px;
padding: 0 12px; padding: 0 12px;
border: 0; border: 0;
@@ -396,18 +588,138 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
color: #dc2626; color: #dc2626;
font-size: 13px; font-size: 13px;
font-weight: 700; font-weight: 700;
text-align: left; transition: all 180ms var(--ease);
transition: background 180ms var(--ease), color 180ms var(--ease);
} }
.user-menu-item:hover { /* ========================================= */
background: #fff5f5; /* COLLAPSED STATE */
color: #b91c1c; /* ========================================= */
.rail-collapsed .rail-brand {
flex-direction: column;
align-items: center;
justify-content: flex-start;
gap: 8px;
min-height: 0;
padding: 24px 8px 14px;
} }
.user-menu-item .mdi { .rail-collapsed .brand-mark {
font-size: 15px; width: 36px;
line-height: 1; height: 36px;
margin: 0;
}
.rail-collapsed .brand-mark svg {
width: 34px;
height: 34px;
}
.rail-collapsed .brand-name {
position: absolute;
width: 1px;
height: 1px;
max-width: 0;
margin: 0;
opacity: 0;
overflow: hidden;
clip: rect(0 0 0 0);
pointer-events: none;
}
.rail-collapsed .rail-collapse-btn {
position: static;
top: auto;
right: auto;
align-self: center;
width: 36px;
height: 32px;
transform: none;
}
.rail-collapsed .rail-nav {
gap: 10px;
padding: 12px 8px;
}
.rail-collapsed .nav-btn {
justify-content: center;
padding: 0;
gap: 0;
}
.rail-collapsed .nav-icon {
width: 32px;
height: 32px;
flex: 0 0 32px;
}
.rail-collapsed .nav-label {
max-width: 0;
opacity: 0;
transform: translateX(-6px);
}
.rail-collapsed .nav-badge {
max-width: 0;
min-width: 0;
padding: 0;
opacity: 0;
overflow: hidden;
}
.rail-collapsed {
overflow: visible;
}
.rail-collapsed .rail-user {
position: relative;
z-index: 6;
padding: 14px 8px;
overflow: visible;
}
.rail-collapsed .user-summary {
justify-content: center;
padding: 4px;
gap: 0;
}
.rail-user-menu-floating {
position: fixed;
z-index: 12000;
min-width: 132px;
padding: 8px;
border: 1px solid rgba(226, 232, 240, 0.96);
border-radius: 12px;
background: rgba(255, 255, 255, 0.98);
box-shadow: 0 16px 32px rgba(15, 23, 42, 0.14);
transform: translateY(-50%);
animation: railUserMenuIn 180ms var(--rail-motion-ease) both;
}
.rail-user-menu-floating .user-menu-item {
width: 100%;
}
@keyframes railUserMenuIn {
from {
opacity: 0;
transform: translateY(-50%) translateX(-6px);
}
to {
opacity: 1;
transform: translateY(-50%) translateX(0);
}
}
.rail-collapsed .user-copy,
.rail-collapsed .user-summary .mdi {
max-width: 0;
opacity: 0;
overflow: hidden;
transform: translateX(-6px);
} }
@media (max-width: 980px) { @media (max-width: 980px) {
@@ -417,30 +729,11 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
} }
} }
@media (max-width: 760px) { @media (prefers-reduced-motion: reduce) {
.rail { .rail *,
border-right: 0; .rail *::before,
border-bottom: 1px solid #dbe4ee; .rail *::after {
} transition: none !important;
.rail-brand {
min-height: 68px;
padding: 16px;
}
.rail-nav {
display: flex;
gap: 10px;
padding: 8px 16px 16px;
overflow-x: auto;
}
.nav-btn {
min-width: 148px;
}
.rail-user {
display: none;
} }
} }
</style> </style>

55
web/src/composables/useAppShell.js
View File

@@ -13,6 +13,8 @@ import { normalizeRequestForUi } from '../utils/requestViewModel.js'
import { buildWorkbenchSummary } from '../utils/workbenchSummary.js' import { buildWorkbenchSummary } from '../utils/workbenchSummary.js'
const SESSION_TYPE_EXPENSE = 'expense' const SESSION_TYPE_EXPENSE = 'expense'
const SMART_ENTRY_SOURCE_APPLICATION = 'application'
const SMART_ENTRY_SOURCE_REIMBURSEMENT = 'topbar'
export function useAppShell() { export function useAppShell() {
const route = useRoute() const route = useRoute()
@@ -113,9 +115,14 @@ export function useAppShell() {
const topBarView = computed(() => { const topBarView = computed(() => {
if (detailMode.value) { if (detailMode.value) {
const request = selectedRequest.value || {}
const claimNo = request.claimNo || request.claim_no || request.documentNo || request.id || ''
const isApplicationDocument = isApplicationDocumentPayload(request, claimNo)
return { return {
title: '报销单详情', title: isApplicationDocument ? '申请单详情' : '报销单详情',
desc: '查看报销明细、票据材料、审批进度与风险提示。' desc: isApplicationDocument
? '查看申请信息、预计金额、审批进度与预算管理口径。'
: '查看报销明细、票据材料、审批进度与风险提示。'
} }
} }
@@ -170,11 +177,11 @@ export function useAppShell() {
setView(view) setView(view)
} }
function openTravelCreate() { function openFinancialAssistantCreate(source) {
smartEntryOpen.value = true smartEntryOpen.value = true
smartEntryContext.value = { smartEntryContext.value = {
prompt: '', prompt: '',
source: 'topbar', source,
request: null, request: null,
files: [], files: [],
conversation: null, conversation: null,
@@ -183,6 +190,14 @@ export function useAppShell() {
smartEntrySessionId.value += 1 smartEntrySessionId.value += 1
} }
function openTravelCreate() {
openFinancialAssistantCreate(SMART_ENTRY_SOURCE_REIMBURSEMENT)
}
function openExpenseApplicationCreate() {
openFinancialAssistantCreate(SMART_ENTRY_SOURCE_APPLICATION)
}
function resolveCurrentUserId() { function resolveCurrentUserId() {
const user = currentUser.value || {} const user = currentUser.value || {}
return String(user.username || user.name || 'anonymous').trim() || 'anonymous' return String(user.username || user.name || 'anonymous').trim() || 'anonymous'
@@ -208,6 +223,24 @@ export function useAppShell() {
return String(payload.source || '').trim() === 'detail' && Boolean(resolveSmartEntryClaimScope(payload)) return String(payload.source || '').trim() === 'detail' && Boolean(resolveSmartEntryClaimScope(payload))
} }
function isApplicationDocumentPayload(payload = {}, claimNo = '') {
const documentType = String(
payload.documentType
|| payload.document_type
|| payload.documentTypeCode
|| payload.document_type_code
|| payload.draftType
|| payload.draft_type
|| ''
).trim()
const normalizedClaimNo = String(claimNo || payload.claimNo || payload.claim_no || '').trim().toUpperCase()
return (
documentType === 'application'
|| documentType === 'expense_application'
|| normalizedClaimNo.startsWith('APP-')
)
}
async function resolveSmartEntryConversation(payload = {}) { async function resolveSmartEntryConversation(payload = {}) {
if (payload.conversation) { if (payload.conversation) {
return payload.conversation return payload.conversation
@@ -257,15 +290,24 @@ export function useAppShell() {
const claimNo = String(payload.claimNo || payload.claim_no || '').trim() const claimNo = String(payload.claimNo || payload.claim_no || '').trim()
const status = String(payload.status || payload.claimStatus || '').trim() const status = String(payload.status || payload.claimStatus || '').trim()
const approvalStage = String(payload.approvalStage || payload.approval_stage || '').trim() const approvalStage = String(payload.approvalStage || payload.approval_stage || '').trim()
const isApplicationDocument = isApplicationDocumentPayload(payload, claimNo)
await reloadRequests() await reloadRequests()
if (status === 'submitted') { if (status === 'submitted') {
smartEntryOpen.value = false smartEntryOpen.value = false
void refreshApprovalInbox() void refreshApprovalInbox()
toast(`${claimNo || '该'}单据已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`) toast(
isApplicationDocument
? `${claimNo || '该'}申请单已提交${approvalStage ? `，当前节点：${approvalStage}` : '，等待直属领导审批'}。`
: `${claimNo || '该'}单据已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`
)
router.push({ name: activeView.value === 'documents' ? 'app-documents' : 'app-requests' }) router.push({ name: activeView.value === 'documents' ? 'app-documents' : 'app-requests' })
return return
} }
toast(`${claimNo || '该'}单据已保存为草稿，可继续上传票据或补充信息。`) toast(
isApplicationDocument
? `${claimNo || '该'}申请单已保存为草稿，可继续补充申请信息。`
: `${claimNo || '该'}单据已保存为草稿，可继续上传票据或补充信息。`
)
} }
function openRequestDetail(request) { function openRequestDetail(request) {
@@ -317,6 +359,7 @@ export function useAppShell() {
handleRequestDeleted, handleRequestDeleted,
handleRequestUpdated, handleRequestUpdated,
navItems, navItems,
openExpenseApplicationCreate,
openRequestDetail, openRequestDetail,
openSmartEntry, openSmartEntry,
openTravelCreate, openTravelCreate,

119
web/src/composables/useRequests.js
View File

@@ -5,6 +5,10 @@ import { filterActionableRiskFlags } from '../utils/riskFlags.js'
const EXPENSE_TYPE_LABELS = { const EXPENSE_TYPE_LABELS = {
travel: '差旅费', travel: '差旅费',
travel_application: '差旅费用申请',
expense_application: '费用申请',
purchase_application: '采购费用申请',
meeting_application: '会务费用申请',
train_ticket: '火车票', train_ticket: '火车票',
flight_ticket: '机票', flight_ticket: '机票',
ship_ticket: '轮船票', ship_ticket: '轮船票',
@@ -36,6 +40,8 @@ const SYSTEM_GENERATED_EXPENSE_TYPES = new Set(['travel_allowance'])
const LONG_DISTANCE_TRAVEL_EXPENSE_TYPES = new Set(['train_ticket', 'flight_ticket']) const LONG_DISTANCE_TRAVEL_EXPENSE_TYPES = new Set(['train_ticket', 'flight_ticket'])
const ROUTE_DESCRIPTION_EXPENSE_TYPES = new Set(['train_ticket', 'flight_ticket', 'ship_ticket', 'ferry_ticket', 'ride_ticket']) const ROUTE_DESCRIPTION_EXPENSE_TYPES = new Set(['train_ticket', 'flight_ticket', 'ship_ticket', 'ferry_ticket', 'ride_ticket'])
const HOTEL_DESCRIPTION_EXPENSE_TYPES = new Set(['hotel_ticket']) const HOTEL_DESCRIPTION_EXPENSE_TYPES = new Set(['hotel_ticket'])
const DOCUMENT_TYPE_APPLICATION = 'application'
const DOCUMENT_TYPE_REIMBURSEMENT = 'reimbursement'
const REIMBURSEMENT_PROGRESS_LABELS = [ const REIMBURSEMENT_PROGRESS_LABELS = [
'创建单据', '创建单据',
@@ -46,6 +52,12 @@ const REIMBURSEMENT_PROGRESS_LABELS = [
'归档入账' '归档入账'
] ]
const APPLICATION_PROGRESS_LABELS = [
'创建申请',
'直属领导审批',
'审批完成'
]
function parseNumber(value) { function parseNumber(value) {
const nextValue = Number(value) const nextValue = Number(value)
return Number.isFinite(nextValue) ? nextValue : 0 return Number.isFinite(nextValue) ? nextValue : 0
@@ -123,6 +135,28 @@ function resolveTypeLabel(typeCode) {
return EXPENSE_TYPE_LABELS[String(typeCode || '').trim()] || EXPENSE_TYPE_LABELS.other return EXPENSE_TYPE_LABELS[String(typeCode || '').trim()] || EXPENSE_TYPE_LABELS.other
} }
function resolveDocumentTypeMeta(claim, typeCode) {
const explicitType = String(
claim?.document_type_code
|| claim?.documentTypeCode
|| claim?.document_type
|| claim?.documentType
|| ''
).trim()
const claimNo = String(claim?.claim_no || claim?.claimNo || '').trim().toUpperCase()
const normalizedType = String(typeCode || '').trim()
const isApplication =
explicitType === DOCUMENT_TYPE_APPLICATION
|| explicitType === 'expense_application'
|| claimNo.startsWith('APP-')
|| normalizedType === 'application'
|| normalizedType.endsWith('_application')
return isApplication
? { documentTypeCode: DOCUMENT_TYPE_APPLICATION, documentTypeLabel: '申请单' }
: { documentTypeCode: DOCUMENT_TYPE_REIMBURSEMENT, documentTypeLabel: '报销单' }
}
function normalizeExpenseType(typeCode) { function normalizeExpenseType(typeCode) {
return String(typeCode || '').trim() || 'other' return String(typeCode || '').trim() || 'other'
} }
@@ -237,7 +271,7 @@ function resolveApprovalMeta(status) {
return { key: 'in_progress', label: '审批中', tone: 'info' } return { key: 'in_progress', label: '审批中', tone: 'info' }
} }
function resolveWorkflowNode(claim, approvalMeta) { function resolveWorkflowNode(claim, approvalMeta, isApplicationDocument = false) {
if (String(claim?.status || '').trim().toLowerCase() === 'returned') { if (String(claim?.status || '').trim().toLowerCase() === 'returned') {
return '待提交' return '待提交'
} }
@@ -259,10 +293,10 @@ function resolveWorkflowNode(claim, approvalMeta) {
} }
if (approvalMeta.key === 'completed') { if (approvalMeta.key === 'completed') {
return '归档入账' return isApplicationDocument ? '审批完成' : '归档入账'
} }
return 'AI预审' return isApplicationDocument ? '直属领导审批' : 'AI预审'
} }
function stringifyRiskFlag(value) { function stringifyRiskFlag(value) {
@@ -345,6 +379,31 @@ function resolveProgressCurrentIndex(approvalMeta, workflowNode) {
return 2 return 2
} }
function resolveApplicationProgressCurrentIndex(approvalMeta, workflowNode) {
const normalizedNode = String(workflowNode || '').trim()
if (approvalMeta.key === 'completed') {
return 2
}
if (normalizedNode.includes('审批完成') || normalizedNode.includes('申请完成')) {
return 2
}
if (
normalizedNode.includes('直属领导')
|| normalizedNode.includes('领导审批')
|| normalizedNode.includes('部门负责人')
|| normalizedNode.includes('负责人审批')
) {
return 1
}
if (approvalMeta.key === 'draft' || approvalMeta.key === 'supplement' || approvalMeta.key === 'rejected') {
return 0
}
return 1
}
function normalizeText(value) { function normalizeText(value) {
return String(value || '').trim() return String(value || '').trim()
} }
@@ -438,9 +497,9 @@ function buildCompletedStepMeta(claim, label) {
const stepLabel = normalizeText(label) const stepLabel = normalizeText(label)
const employeeName = normalizeText(claim?.employee_name) || '申请人' const employeeName = normalizeText(claim?.employee_name) || '申请人'
if (stepLabel === '创建单据') { if (stepLabel === '创建单据' || stepLabel === '创建申请') {
const createdAt = formatDateTime(claim?.created_at) const createdAt = formatDateTime(claim?.created_at)
return buildProgressStepMeta(`${employeeName}创建`, createdAt) return buildProgressStepMeta(stepLabel === '创建申请' ? `${employeeName}发起申请` : `${employeeName}创建`, createdAt)
} }
if (stepLabel === '待提交') { if (stepLabel === '待提交') {
@@ -477,12 +536,17 @@ function buildCompletedStepMeta(claim, label) {
return buildProgressStepMeta('归档入账', archivedAt) return buildProgressStepMeta('归档入账', archivedAt)
} }
if (stepLabel === '审批完成') {
const completedAt = formatDateTime(claim?.updated_at)
return buildProgressStepMeta('审批完成', completedAt)
}
return buildProgressStepMeta('已完成') return buildProgressStepMeta('已完成')
} }
function resolveCurrentStepStartedAt(claim, label) { function resolveCurrentStepStartedAt(claim, label) {
const stepLabel = normalizeText(label) const stepLabel = normalizeText(label)
if (stepLabel === '创建单据') { if (stepLabel === '创建单据' || stepLabel === '创建申请') {
return claim?.created_at return claim?.created_at
} }
if (stepLabel === '待提交') { if (stepLabel === '待提交') {
@@ -499,14 +563,22 @@ function resolveCurrentStepStartedAt(claim, label) {
const leaderApprovalEvent = findApprovalEventForStep(claim, '直属领导审批') const leaderApprovalEvent = findApprovalEventForStep(claim, '直属领导审批')
return leaderApprovalEvent?.created_at || leaderApprovalEvent?.createdAt || claim?.updated_at || claim?.submitted_at return leaderApprovalEvent?.created_at || leaderApprovalEvent?.createdAt || claim?.updated_at || claim?.submitted_at
} }
if (stepLabel === '归档入账') { if (stepLabel === '归档入账' || stepLabel === '审批完成') {
return claim?.updated_at || claim?.submitted_at return claim?.updated_at || claim?.submitted_at
} }
return '' return ''
} }
function buildProgressSteps(approvalMeta, workflowNode, claim = {}) { function buildProgressSteps(approvalMeta, workflowNode, claim = {}, options = {}) {
const currentIndex = resolveProgressCurrentIndex(approvalMeta, workflowNode) const documentTypeCode = String(options.documentTypeCode || '').trim()
const progressLabels =
documentTypeCode === DOCUMENT_TYPE_APPLICATION
? APPLICATION_PROGRESS_LABELS
: REIMBURSEMENT_PROGRESS_LABELS
const currentIndex =
documentTypeCode === DOCUMENT_TYPE_APPLICATION
? resolveApplicationProgressCurrentIndex(approvalMeta, workflowNode)
: resolveProgressCurrentIndex(approvalMeta, workflowNode)
const currentTime = const currentTime =
approvalMeta.key === 'completed' approvalMeta.key === 'completed'
? '已完成' ? '已完成'
@@ -516,7 +588,7 @@ function buildProgressSteps(approvalMeta, workflowNode, claim = {}) {
? '已退回' ? '已退回'
: '进行中' : '进行中'
return REIMBURSEMENT_PROGRESS_LABELS.map((label, index) => { return progressLabels.map((label, index) => {
if (approvalMeta.key === 'completed') { if (approvalMeta.key === 'completed') {
const stepMeta = buildCompletedStepMeta(claim, label) const stepMeta = buildCompletedStepMeta(claim, label)
return { return {
@@ -636,8 +708,10 @@ function buildExpenseItems(claim, riskSummary) {
export function mapExpenseClaimToRequest(claim) { export function mapExpenseClaimToRequest(claim) {
const typeCode = String(claim?.expense_type || '').trim() || 'other' const typeCode = String(claim?.expense_type || '').trim() || 'other'
const typeLabel = resolveTypeLabel(typeCode) const typeLabel = resolveTypeLabel(typeCode)
const documentTypeMeta = resolveDocumentTypeMeta(claim, typeCode)
const isApplicationDocument = documentTypeMeta.documentTypeCode === DOCUMENT_TYPE_APPLICATION
const approvalMeta = resolveApprovalMeta(claim?.status) const approvalMeta = resolveApprovalMeta(claim?.status)
const workflowNode = resolveWorkflowNode(claim, approvalMeta) const workflowNode = resolveWorkflowNode(claim, approvalMeta, isApplicationDocument)
const invoiceCount = Math.max(0, parseNumber(claim?.invoice_count)) const invoiceCount = Math.max(0, parseNumber(claim?.invoice_count))
const riskSummary = buildRiskSummary(claim?.risk_flags_json) const riskSummary = buildRiskSummary(claim?.risk_flags_json)
const expenseItems = buildExpenseItems(claim, riskSummary) const expenseItems = buildExpenseItems(claim, riskSummary)
@@ -659,8 +733,9 @@ export function mapExpenseClaimToRequest(claim) {
entity: '', entity: '',
typeCode, typeCode,
typeLabel, typeLabel,
detailVariant: typeCode === 'travel' ? 'travel' : 'general', ...documentTypeMeta,
title: String(claim?.reason || '').trim() || `${typeLabel}报销`, detailVariant: typeCode === 'travel' || typeCode === 'travel_application' ? 'travel' : 'general',
title: String(claim?.reason || '').trim() || (isApplicationDocument ? typeLabel : `${typeLabel}报销`),
sceneLabel: typeLabel, sceneLabel: typeLabel,
sceneTarget: String(claim?.location || '').trim() || '待补充', sceneTarget: String(claim?.location || '').trim() || '待补充',
location: String(claim?.location || '').trim() || '待补充', location: String(claim?.location || '').trim() || '待补充',
@@ -678,18 +753,24 @@ export function mapExpenseClaimToRequest(claim) {
approvalKey: approvalMeta.key, approvalKey: approvalMeta.key,
approvalStatus: approvalMeta.label, approvalStatus: approvalMeta.label,
approvalTone: approvalMeta.tone, approvalTone: approvalMeta.tone,
secondaryStatusLabel: typeCode === 'travel' ? '行程状态' : '票据状态', secondaryStatusLabel: isApplicationDocument ? '申请材料' : (typeCode === 'travel' ? '行程状态' : '票据状态'),
secondaryStatusValue: invoiceCount > 0 ? `已关联 ${invoiceCount} 张票据` : '待上传票据', secondaryStatusValue: isApplicationDocument
secondaryStatusTone: invoiceCount > 0 ? 'success' : 'warning', ? '已进入审批流程'
: (invoiceCount > 0 ? `已关联 ${invoiceCount} 张票据` : '待上传票据'),
secondaryStatusTone: isApplicationDocument ? 'success' : (invoiceCount > 0 ? 'success' : 'warning'),
riskSummary, riskSummary,
attachmentSummary: invoiceCount > 0 ? `${invoiceCount} 张票据` : '无', attachmentSummary: isApplicationDocument ? '申请单' : (invoiceCount > 0 ? `${invoiceCount} 张票据` : '无'),
expenseTableSummary: expenseItems.length expenseTableSummary: isApplicationDocument
? '预计金额已纳入预算管理口径'
: expenseItems.length
? (invoiceCount > 0 ? (invoiceCount > 0
? `共 ${expenseItems.length} 条费用明细，已关联 ${invoiceCount} 张票据` ? `共 ${expenseItems.length} 条费用明细，已关联 ${invoiceCount} 张票据`
: `共 ${expenseItems.length} 条费用明细，待补充票据`) : `共 ${expenseItems.length} 条费用明细，待补充票据`)
: '暂无费用明细', : '暂无费用明细',
note: String(claim?.reason || '').trim(), note: String(claim?.reason || '').trim(),
progressSteps: buildProgressSteps(approvalMeta, workflowNode, claim), progressSteps: buildProgressSteps(approvalMeta, workflowNode, claim, {
documentTypeCode: documentTypeMeta.documentTypeCode
}),
expenseItems expenseItems
} }
} }

173
web/src/utils/assistantSessionScope.js Normal file
View File

@@ -0,0 +1,173 @@
export const ASSISTANT_SCOPE_ACTION_SWITCH = 'switch_assistant_session'
export const ASSISTANT_SCOPE_SESSION_APPLICATION = 'application'
export const ASSISTANT_SCOPE_SESSION_EXPENSE = 'expense'
export const ASSISTANT_SCOPE_SESSION_APPROVAL = 'approval'
export const ASSISTANT_SCOPE_SESSION_KNOWLEDGE = 'knowledge'
const SESSION_SCOPE_CONFIG = {
[ASSISTANT_SCOPE_SESSION_APPLICATION]: {
label: '申请助手',
icon: 'mdi mdi-file-plus-outline',
scope: '费用申请、事前审批、申请材料清单、申请单状态查询'
},
[ASSISTANT_SCOPE_SESSION_EXPENSE]: {
label: '报销助手',
icon: 'mdi mdi-receipt-text-plus-outline',
scope: '发起报销、票据识别、草稿归集、报销单状态查询和报销信息核对'
},
[ASSISTANT_SCOPE_SESSION_APPROVAL]: {
label: '审核助手',
icon: 'mdi mdi-clipboard-check-outline',
scope: '待审单据查询、审批动作、风险解释和审核意见草稿'
},
[ASSISTANT_SCOPE_SESSION_KNOWLEDGE]: {
label: '财务知识助手',
icon: 'mdi mdi-book-open-page-variant-outline',
scope: '财务制度、报销标准、票据要求、流程规则和政策口径解释'
}
}
const SESSION_SCOPE_TYPES = Object.keys(SESSION_SCOPE_CONFIG)
const APPLICATION_PATTERN =
/费用申请|发起申请|申请单|事前申请|事前审批|前置审批|出差申请|采购申请|用款申请|预算申请|申请材料|材料清单|先申请|立项申请/
const EXPENSE_PATTERN =
/报销|报销单|票据|发票|火车票|高铁票|机票|飞机票|的士票|出租车|网约车|酒店票|住宿票|住宿单据|保存草稿|草稿|费用明细|归集|上传.*票|关联单据|继续下一步/
const APPROVAL_PATTERN =
/待我审核|待审|审核|审批|审核意见|审批意见|审批通过|审批驳回|驳回|退回|审核中心|审批中心|领导审批|财务审核|处理意见/
const KNOWLEDGE_PATTERN =
/制度|政策|标准|规则|规定|流程|口径|依据|上限|额度|补贴|住宿标准|差旅标准|报销标准|票据要求|可不可以|能不能|怎么规定|如何计算|怎么算/
const EXPENSE_OPERATION_PATTERN = /发起报销|报销单|票据|发票|火车票|高铁票|机票|的士票|草稿|归集|上传|关联单据|继续下一步/
const CURRENT_CLAIM_RISK_PATTERN = /这张|当前|本单|该单|单据|风险|超标|异常|重复|待补/
function normalizeSessionType(sessionType) {
const normalized = String(sessionType || '').trim()
return SESSION_SCOPE_TYPES.includes(normalized) ? normalized : ASSISTANT_SCOPE_SESSION_EXPENSE
}
function normalizeText(rawText) {
return String(rawText || '')
.replace(/\s+/g, '')
.toLowerCase()
}
function resolveScopeConfig(sessionType) {
return SESSION_SCOPE_CONFIG[normalizeSessionType(sessionType)] || SESSION_SCOPE_CONFIG[ASSISTANT_SCOPE_SESSION_EXPENSE]
}
export function inferAssistantScopeTarget(rawText, options = {}) {
const text = normalizeText(rawText)
if (!text) {
return ''
}
const applicationMatched = APPLICATION_PATTERN.test(text)
const expenseMatched = EXPENSE_PATTERN.test(text)
const approvalMatched = APPROVAL_PATTERN.test(text)
const knowledgeMatched = KNOWLEDGE_PATTERN.test(text)
if (approvalMatched && /(待我审核|待审|审核意见|审批意见|审批通过|审批驳回|驳回|退回|审核中心|审批中心|处理意见)/.test(text)) {
return ASSISTANT_SCOPE_SESSION_APPROVAL
}
if (knowledgeMatched && !options.hasActiveReviewPayload && !EXPENSE_OPERATION_PATTERN.test(text)) {
return ASSISTANT_SCOPE_SESSION_KNOWLEDGE
}
if (expenseMatched && !applicationMatched) {
return ASSISTANT_SCOPE_SESSION_EXPENSE
}
if (applicationMatched && !expenseMatched) {
return ASSISTANT_SCOPE_SESSION_APPLICATION
}
if (knowledgeMatched && !expenseMatched && !approvalMatched && !applicationMatched) {
return ASSISTANT_SCOPE_SESSION_KNOWLEDGE
}
if (knowledgeMatched && !options.hasActiveReviewPayload) {
return ASSISTANT_SCOPE_SESSION_KNOWLEDGE
}
if (approvalMatched) {
return ASSISTANT_SCOPE_SESSION_APPROVAL
}
if (expenseMatched) {
return ASSISTANT_SCOPE_SESSION_EXPENSE
}
if (applicationMatched) {
return ASSISTANT_SCOPE_SESSION_APPLICATION
}
return ''
}
function shouldAllowCurrentExpensePolicyQuestion(rawText, currentSessionType, targetSessionType, options = {}) {
if (
normalizeSessionType(currentSessionType) !== ASSISTANT_SCOPE_SESSION_EXPENSE ||
targetSessionType !== ASSISTANT_SCOPE_SESSION_KNOWLEDGE ||
!options.hasActiveReviewPayload
) {
return false
}
return CURRENT_CLAIM_RISK_PATTERN.test(normalizeText(rawText))
}
function buildScopeSwitchAction(targetSessionType, rawText, options = {}) {
const target = resolveScopeConfig(targetSessionType)
const carryText = String(rawText || '').trim()
return {
label: `切换到${target.label}`,
description: `带着这条内容进入${target.label}继续处理`,
icon: target.icon,
action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
payload: {
session_type: normalizeSessionType(targetSessionType),
carry_text: carryText,
carry_files: Boolean(options.attachmentCount)
}
}
}
function buildScopeBoundaryText(currentSessionType, targetSessionType) {
const current = resolveScopeConfig(currentSessionType)
const target = resolveScopeConfig(targetSessionType)
return [
`我先暂停在「${current.label}」里继续处理这条消息。`,
'',
`当前助手的业务范围是：${current.scope}。`,
'',
`您这条内容更适合交给「${target.label}」处理；它的业务范围是：${target.scope}。`,
'',
`建议切换到「${target.label}」后继续，我会尽量把这条内容带过去，避免在错误的会话里把流程跑偏。`
].join('\n')
}
export function resolveAssistantScopeGuard(rawText, currentSessionType, options = {}) {
const normalizedCurrent = normalizeSessionType(currentSessionType)
const targetSessionType = inferAssistantScopeTarget(rawText, options)
if (!targetSessionType || targetSessionType === normalizedCurrent) {
return null
}
if (shouldAllowCurrentExpensePolicyQuestion(rawText, normalizedCurrent, targetSessionType, options)) {
return null
}
const target = resolveScopeConfig(targetSessionType)
return {
targetSessionType,
targetLabel: target.label,
text: buildScopeBoundaryText(normalizedCurrent, targetSessionType),
meta: [`建议切换至${target.label}`],
suggestedActions: [buildScopeSwitchAction(targetSessionType, rawText, options)]
}
}

46
web/src/utils/assistantSuggestedActionPrefill.js Normal file
View File

@@ -0,0 +1,46 @@
const APPLICATION_FIELD_PREFILLS = {
time: '申请时间段：',
time_range: '申请时间段：',
location: '地点：',
reason: '事由：',
days: '天数：',
transport_mode: '出行方式：',
amount: '预计总费用：'
}
export function resolveSuggestedActionPrefill(action = {}) {
const payload = action?.payload && typeof action.payload === 'object' ? action.payload : {}
const explicitPrefill = String(
payload.prompt_prefill
|| payload.input_prefill
|| payload.prefill_text
|| ''
).trim()
if (explicitPrefill) {
return explicitPrefill
}
const actionType = String(action?.action_type || '').trim()
if (actionType !== 'prefill_composer') {
return ''
}
const applicationField = String(payload.application_field || '').trim()
return APPLICATION_FIELD_PREFILLS[applicationField] || ''
}
export function mergeComposerPrefill(currentDraft = '', prefill = '') {
const normalizedPrefill = String(prefill || '').trim()
if (!normalizedPrefill) {
return String(currentDraft || '')
}
const current = String(currentDraft || '')
if (!current.trim()) {
return normalizedPrefill
}
if (current.includes(normalizedPrefill)) {
return current
}
return `${current.trimEnd()}\n${normalizedPrefill}`
}

30
web/src/utils/detailAlerts.js
View File

@@ -14,6 +14,32 @@ function normalizeExpenseType(value) {
return String(value || '').trim() || 'other' return String(value || '').trim() || 'other'
} }
function isApplicationDocumentRequest(request) {
const documentType = String(
request?.documentTypeCode
|| request?.document_type_code
|| request?.documentType
|| request?.document_type
|| ''
).trim()
const claimNo = String(
request?.claimNo
|| request?.claim_no
|| request?.documentNo
|| request?.id
|| ''
).trim().toUpperCase()
const typeCode = normalizeExpenseType(request?.typeCode || request?.expense_type)
return (
documentType === 'application'
|| documentType === 'expense_application'
|| claimNo.startsWith('APP-')
|| typeCode === 'application'
|| typeCode.endsWith('_application')
)
}
function isSystemGeneratedExpenseItem(item) { function isSystemGeneratedExpenseItem(item) {
const itemType = normalizeExpenseType(item?.itemType || item?.item_type) const itemType = normalizeExpenseType(item?.itemType || item?.item_type)
return Boolean(item?.isSystemGenerated || item?.is_system_generated || SYSTEM_GENERATED_EXPENSE_TYPES.has(itemType)) return Boolean(item?.isSystemGenerated || item?.is_system_generated || SYSTEM_GENERATED_EXPENSE_TYPES.has(itemType))
@@ -29,6 +55,10 @@ function getExpenseItems(request) {
} }
export function hasMissingAttachment(request) { export function hasMissingAttachment(request) {
if (isApplicationDocumentRequest(request)) {
return false
}
const expenseItems = getExpenseItems(request) const expenseItems = getExpenseItems(request)
if (expenseItems.length) { if (expenseItems.length) {

71
web/src/utils/documentCenterNewState.js Normal file
View File

@@ -0,0 +1,71 @@
const STORAGE_KEY = 'x-financial.documents.viewed'
const SCOPE_STORAGE_KEY = 'x-financial.documents.scope'
function getStorage() {
return typeof window === 'undefined' ? null : window.localStorage
}
export function resolveDocumentNewKey(row) {
const source = String(row?.source || 'document').trim()
const id = String(row?.claimId || row?.documentNo || row?.documentKey || row?.id || '').trim()
return id ? `${source}:${id}` : ''
}
export function readViewedDocumentKeys(storage = getStorage()) {
if (!storage) {
return new Set()
}
try {
const parsed = JSON.parse(storage.getItem(STORAGE_KEY) || '[]')
return new Set(Array.isArray(parsed) ? parsed.map((item) => String(item || '').trim()).filter(Boolean) : [])
} catch {
return new Set()
}
}
export function writeViewedDocumentKeys(keys, storage = getStorage()) {
if (!storage) {
return
}
storage.setItem(STORAGE_KEY, JSON.stringify(Array.from(keys).filter(Boolean)))
}
export function readDocumentScope(fallback, allowedScopes = [], storage = getStorage()) {
if (!storage) {
return fallback
}
const storedScope = String(storage.getItem(SCOPE_STORAGE_KEY) || '').trim()
return allowedScopes.includes(storedScope) ? storedScope : fallback
}
export function writeDocumentScope(scope, allowedScopes = [], storage = getStorage()) {
if (!storage || !allowedScopes.includes(scope)) {
return
}
storage.setItem(SCOPE_STORAGE_KEY, scope)
}
export function isNewDocument(row, viewedKeys) {
const key = resolveDocumentNewKey(row)
return Boolean(key) && !viewedKeys.has(key)
}
export function countNewDocuments(rows, viewedKeys) {
return rows.filter((row) => isNewDocument(row, viewedKeys)).length
}
export function markDocumentViewed(row, viewedKeys, storage = getStorage()) {
const key = resolveDocumentNewKey(row)
if (!key) {
return viewedKeys
}
const nextKeys = new Set(viewedKeys)
nextKeys.add(key)
writeViewedDocumentKeys(nextKeys, storage)
return nextKeys
}

178
web/src/utils/expenseApplicationOntology.js
View File

@@ -16,7 +16,10 @@ const SLOT_LABELS = {
expense_type: '费用场景', expense_type: '费用场景',
amount: '申请金额', amount: '申请金额',
time_range: '业务时间', time_range: '业务时间',
location: '业务地点',
reason: '申请事由', reason: '申请事由',
days: '天数',
transport_mode: '出行方式',
attachments: '附件说明', attachments: '附件说明',
customer_name: '客户名称', customer_name: '客户名称',
participants: '参与人员' participants: '参与人员'
@@ -24,6 +27,33 @@ const SLOT_LABELS = {
const PRE_APPROVAL_TYPES = new Set(['travel', 'meeting', 'office', 'training']) const PRE_APPROVAL_TYPES = new Set(['travel', 'meeting', 'office', 'training'])
const ATTACHMENT_REQUIRED_TYPES = new Set(['meeting', 'training']) const ATTACHMENT_REQUIRED_TYPES = new Set(['meeting', 'training'])
const PLACEHOLDER_VALUES = new Set(['', '待补充', '暂无', '无', '未知'])
const PROMPT_FIELD_LABELS = [
'发生时间',
'业务发生时间',
'申请时间',
'时间',
'地点',
'业务地点',
'发生地点',
'事由',
'申请事由',
'出差事由',
'原因',
'用途',
'天数',
'出差天数',
'申请天数',
'出行方式',
'交通方式',
'交通工具',
'预计总费用',
'预计费用',
'预计金额',
'申请金额',
'预算',
'金额'
]
export const APPLICATION_EXAMPLES = [ export const APPLICATION_EXAMPLES = [
'申请下周去北京做客户现场验收，差旅预算18000元', '申请下周去北京做客户现场验收，差旅预算18000元',
@@ -89,6 +119,112 @@ export function resolveTimeRangeText(ontology) {
return String(range.raw || '').trim() return String(range.raw || '').trim()
} }
function parseApplicationDate(value) {
const normalized = String(value || '')
.trim()
.replace(/日$/, '')
.replace(/年|月|\//g, '-')
.replace(/\./g, '-')
const match = normalized.match(/^(20\d{2})-(\d{1,2})-(\d{1,2})$/)
if (!match) return null
const [, year, month, day] = match
const date = new Date(Date.UTC(Number(year), Number(month) - 1, Number(day)))
if (Number.isNaN(date.getTime())) return null
return date
}
function formatApplicationDate(date) {
return date.toISOString().slice(0, 10)
}
function parseChineseNumber(value) {
const digits = {
一: 1,
二: 2,
两: 2,
三: 3,
四: 4,
五: 5,
六: 6,
七: 7,
八: 8,
九: 9
}
const text = String(value || '').trim()
if (!text) return 0
if (text === '十') return 10
if (text.includes('十')) {
const [left, right] = text.split('十')
const tens = left ? digits[left] || 0 : 1
const ones = right ? digits[right] || 0 : 0
return tens * 10 + ones
}
return digits[text] || 0
}
export function resolvePromptDays(prompt) {
const labeled = resolvePromptField(prompt, ['天数', '出差天数', '申请天数'])
const source = labeled || String(prompt || '')
const match = source.match(/(?<days>\d+|[一二两三四五六七八九十]{1,3})\s*天/)
if (!match?.groups?.days) return 0
if (/^\d+$/.test(match.groups.days)) return Number(match.groups.days)
return parseChineseNumber(match.groups.days)
}
export function expandApplicationTimeWithDays(timeText, days = 0) {
const normalizedTime = String(timeText || '').trim()
const dayCount = Number(days || 0)
if (!normalizedTime || !dayCount) return normalizedTime
if (/\s*(至|到|~|--|—)\s*/.test(normalizedTime)) return normalizedTime
const match = normalizedTime.match(/20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?/)
const startDate = parseApplicationDate(match?.[0] || '')
if (!startDate) return normalizedTime
const endDate = new Date(startDate.getTime())
endDate.setUTCDate(endDate.getUTCDate() + dayCount)
return `${formatApplicationDate(startDate)} 至 ${formatApplicationDate(endDate)}`
}
export function resolveApplicationTimeRange(ontology, prompt) {
const range = ontology?.time_range || {}
const baseTime = resolveTimeRangeText(ontology)
|| resolvePromptField(prompt, ['发生时间', '业务发生时间', '申请时间', '时间'])
if (range.start_date && range.end_date && range.start_date !== range.end_date) {
return `${range.start_date} 至 ${range.end_date}`
}
return expandApplicationTimeWithDays(baseTime, resolvePromptDays(prompt)) || baseTime
}
function escapeRegExp(value) {
return String(value || '').replace(/[.*+?^${}()|[\]\\]/g, '\\$&')
}
export function resolvePromptField(prompt, labels = []) {
const text = String(prompt || '').trim()
if (!text) return ''
const labelSet = new Set(labels.map((item) => String(item || '').trim()).filter(Boolean))
for (const line of text.split(/\r?\n/)) {
const match = line.match(/^\s*([^:：\s]+)\s*[:：]\s*(.+?)\s*$/)
if (match && labelSet.has(match[1].trim())) {
return match[2].trim()
}
}
const labelPattern = labels.map(escapeRegExp).join('|')
const nextLabelPattern = PROMPT_FIELD_LABELS.map(escapeRegExp).join('|')
if (!labelPattern) return ''
const match = text.match(
new RegExp(`(?:${labelPattern})\\s*[:：]\\s*([\\s\\S]*?)(?=\\s*(?:${nextLabelPattern})\\s*[:：]|$)`)
)
return match ? match[1].trim().replace(/[，。；;]$/, '') : ''
}
export function resolveApplicationReason(prompt) {
const labeled = resolvePromptField(prompt, ['事由', '申请事由', '出差事由', '原因', '用途'])
return labeled || String(prompt || '').trim()
}
export function resolveAttachmentPolicy(expenseTypeCode, amount = 0) { export function resolveAttachmentPolicy(expenseTypeCode, amount = 0) {
const code = String(expenseTypeCode || '').trim() const code = String(expenseTypeCode || '').trim()
if (ATTACHMENT_REQUIRED_TYPES.has(code)) { if (ATTACHMENT_REQUIRED_TYPES.has(code)) {
@@ -128,8 +264,15 @@ export function buildApplicationFieldsFromOntology(ontology, prompt, currentUser
const documentTypeEntity = resolveEntity(ontology, 'document_type') const documentTypeEntity = resolveEntity(ontology, 'document_type')
const workflowStageEntity = resolveEntity(ontology, 'workflow_stage') const workflowStageEntity = resolveEntity(ontology, 'workflow_stage')
const attachmentPolicy = resolveAttachmentPolicy(expenseTypeCode, amount.value) const attachmentPolicy = resolveAttachmentPolicy(expenseTypeCode, amount.value)
const timeRange = resolveApplicationTimeRange(ontology, prompt)
|| '待补充'
const location = locationEntity?.normalized_value
|| locationEntity?.value
|| resolvePromptField(prompt, ['地点', '业务地点', '发生地点'])
|| '待补充'
const reason = resolveApplicationReason(prompt) || '待补充'
return { const fields = {
documentType: documentTypeEntity?.normalized_value || 'expense_application', documentType: documentTypeEntity?.normalized_value || 'expense_application',
documentTypeLabel: documentTypeEntity?.value || '费用申请', documentTypeLabel: documentTypeEntity?.value || '费用申请',
workflowStage: workflowStageEntity?.normalized_value || 'pre_approval', workflowStage: workflowStageEntity?.normalized_value || 'pre_approval',
@@ -138,21 +281,40 @@ export function buildApplicationFieldsFromOntology(ontology, prompt, currentUser
expenseTypeLabel: resolveExpenseTypeLabel(expenseTypeCode), expenseTypeLabel: resolveExpenseTypeLabel(expenseTypeCode),
amount: amount.value, amount: amount.value,
amountDisplay: amount.value ? `¥${amount.value.toLocaleString('zh-CN')}` : '待补充', amountDisplay: amount.value ? `¥${amount.value.toLocaleString('zh-CN')}` : '待补充',
timeRange: resolveTimeRangeText(ontology) || '待补充', timeRange,
location: locationEntity?.normalized_value || locationEntity?.value || '待补充', location,
reason: String(prompt || '').trim() || '待补充', reason,
applicant: currentUser.name || currentUser.username || '当前用户', applicant: currentUser.name || currentUser.username || '当前用户',
department: currentUser.department || currentUser.departmentName || '待补充', department: currentUser.department || currentUser.departmentName || '待补充',
preApprovalRequired: PRE_APPROVAL_TYPES.has(expenseTypeCode), preApprovalRequired: PRE_APPROVAL_TYPES.has(expenseTypeCode),
attachmentPolicy, attachmentPolicy
missingSlots: normalizeMissingSlots(ontology?.missing_slots || []) }
return {
...fields,
missingSlots: normalizeMissingSlots(ontology?.missing_slots || [], fields)
} }
} }
export function normalizeMissingSlots(slots = []) { function hasProvidedValue(value) {
const normalized = String(value || '').trim()
return !PLACEHOLDER_VALUES.has(normalized)
}
function isSlotAlreadyResolved(slot, fields = {}) {
const key = String(slot || '').trim()
if (key === 'reason') return hasProvidedValue(fields.reason)
if (key === 'time_range' || key === 'time') return hasProvidedValue(fields.timeRange)
if (key === 'location') return hasProvidedValue(fields.location)
if (key === 'amount') return Number(fields.amount || 0) > 0
if (key === 'transport_mode') return hasProvidedValue(fields.transportMode)
return false
}
export function normalizeMissingSlots(slots = [], fields = {}) {
const normalized = Array.isArray(slots) ? slots : [] const normalized = Array.isArray(slots) ? slots : []
return normalized.map((item) => ({ return normalized.map((item) => ({
key: String(item || '').trim(), key: String(item || '').trim(),
label: SLOT_LABELS[String(item || '').trim()] || String(item || '').trim() label: SLOT_LABELS[String(item || '').trim()] || String(item || '').trim()
})).filter((item) => item.key) })).filter((item) => item.key && !isSlotAlreadyResolved(item.key, fields))
} }

1
web/src/utils/markdown.js
View File

@@ -20,6 +20,7 @@ const RISK_TEXT_CLASS_BY_LABEL = {
const ACTION_LINK_CLASS_BY_HREF = { const ACTION_LINK_CLASS_BY_HREF = {
'#confirm-attachment-association': 'markdown-action-link-confirm', '#confirm-attachment-association': 'markdown-action-link-confirm',
'#application-submit': 'markdown-action-link-confirm',
'#review-next-step': 'markdown-action-link-next', '#review-next-step': 'markdown-action-link-next',
'#review-quick-edit': 'markdown-action-link-edit', '#review-quick-edit': 'markdown-action-link-edit',
'#review-risk-panel': 'markdown-action-link-risk' '#review-risk-panel': 'markdown-action-link-risk'

14
web/src/utils/reimbursementTextInference.js
View File

@@ -1,4 +1,6 @@
const DEFAULT_SESSION_TYPE_EXPENSE = 'expense' const DEFAULT_SESSION_TYPE_EXPENSE = 'expense'
const DEFAULT_SESSION_TYPE_APPLICATION = 'application'
const DEFAULT_SESSION_TYPE_APPROVAL = 'approval'
const DEFAULT_SESSION_TYPE_KNOWLEDGE = 'knowledge' const DEFAULT_SESSION_TYPE_KNOWLEDGE = 'knowledge'
const DEFAULT_INTENT_LABELS = { const DEFAULT_INTENT_LABELS = {
@@ -145,7 +147,8 @@ export function inferLocalFlowCandidates(rawText) {
} }
export function shouldRequestExpenseSceneSelection(rawText, options = {}) { export function shouldRequestExpenseSceneSelection(rawText, options = {}) {
if (options.sessionType === DEFAULT_SESSION_TYPE_KNOWLEDGE) { const sessionType = options.sessionType || DEFAULT_SESSION_TYPE_EXPENSE
if (sessionType !== DEFAULT_SESSION_TYPE_EXPENSE) {
return false return false
} }
if (Number(options.attachmentCount || 0) > 0) { if (Number(options.attachmentCount || 0) > 0) {
@@ -172,7 +175,8 @@ export function shouldRequestExpenseSceneSelection(rawText, options = {}) {
} }
export function shouldRequestExpenseIntentConfirmation(rawText, options = {}) { export function shouldRequestExpenseIntentConfirmation(rawText, options = {}) {
if (options.sessionType === DEFAULT_SESSION_TYPE_KNOWLEDGE) { const sessionType = options.sessionType || DEFAULT_SESSION_TYPE_EXPENSE
if (sessionType !== DEFAULT_SESSION_TYPE_EXPENSE) {
return false return false
} }
if (Number(options.attachmentCount || 0) > 0) { if (Number(options.attachmentCount || 0) > 0) {
@@ -203,6 +207,12 @@ export function buildLocalIntentPreview(rawText, sessionType = DEFAULT_SESSION_T
if (sessionType === DEFAULT_SESSION_TYPE_KNOWLEDGE) { if (sessionType === DEFAULT_SESSION_TYPE_KNOWLEDGE) {
return '初步识别为财务知识问答，正在准备检索范围' return '初步识别为财务知识问答，正在准备检索范围'
} }
if (sessionType === DEFAULT_SESSION_TYPE_APPLICATION) {
return '初步识别为费用申请事项，准备进入申请信息识别'
}
if (sessionType === DEFAULT_SESSION_TYPE_APPROVAL) {
return '初步识别为审核处理事项，准备进入单据查询或风险核对'
}
if (shouldRequestExpenseIntentConfirmation(rawText, { ...options, sessionType })) { if (shouldRequestExpenseIntentConfirmation(rawText, { ...options, sessionType })) {
return '识别到业务事项描述，但是否发起报销尚不明确，需要先由用户确认' return '识别到业务事项描述，但是否发起报销尚不明确，需要先由用户确认'

24
web/src/utils/requestViewModel.js
View File

@@ -5,6 +5,30 @@ const REQUEST_TYPE_META = {
tone: 'travel', tone: 'travel',
secondaryStatusLabel: '行程状态' secondaryStatusLabel: '行程状态'
}, },
travel_application: {
label: '差旅费用申请',
detailVariant: 'travel',
tone: 'travel',
secondaryStatusLabel: '申请材料'
},
expense_application: {
label: '费用申请',
detailVariant: 'general',
tone: 'other',
secondaryStatusLabel: '申请材料'
},
purchase_application: {
label: '采购费用申请',
detailVariant: 'general',
tone: 'office',
secondaryStatusLabel: '申请材料'
},
meeting_application: {
label: '会务费用申请',
detailVariant: 'general',
tone: 'meeting',
secondaryStatusLabel: '申请材料'
},
train_ticket: { train_ticket: {
label: '火车票', label: '火车票',
detailVariant: 'travel', detailVariant: 'travel',

58
web/src/views/AppShellRouteView.vue
View File

@@ -1,15 +1,19 @@
<template> <template>
<div class="app"> <div class="app" :class="{ 'sidebar-collapsed': sidebarCollapsed }">
<SidebarRail <div class="app-sidebar">
:nav-items="filteredNavItems" <SidebarRail
:active-view="activeView" :nav-items="filteredNavItems"
:company-name="companyProfile.name" :active-view="activeView"
:company-logo="companyProfile.logo" :company-name="companyProfile.name"
:current-user="currentUser" :company-logo="companyProfile.logo"
@navigate="handleNavigate" :current-user="currentUser"
@open-chat="openSmartEntry" :collapsed="sidebarCollapsed"
@logout="handleLogout" @navigate="handleNavigate"
/> @open-chat="openSmartEntry"
@logout="handleLogout"
@toggle-collapse="toggleSidebarCollapsed"
/>
</div>
<main <main
class="main" class="main"
@@ -49,7 +53,7 @@
@update:active-range="activeRange = $event" @update:active-range="activeRange = $event"
@update:custom-range="customRange = $event" @update:custom-range="customRange = $event"
@batch-approve="toast('已批量通过 23 条审批任务。')" @batch-approve="toast('已批量通过 23 条审批任务。')"
@new-application="openExpenseApplicationDialog" @new-application="openExpenseApplicationCreate"
/> />
<FilterBar <FilterBar
@@ -91,6 +95,7 @@
<TravelRequestDetailView <TravelRequestDetailView
v-else-if="['requests', 'documents'].includes(activeView) && detailMode && selectedRequest" v-else-if="['requests', 'documents'].includes(activeView) && detailMode && selectedRequest"
:request="selectedRequest" :request="selectedRequest"
:back-label="activeView === 'documents' ? '返回单据中心' : '返回报销列表'"
@back-to-requests="closeRequestDetail" @back-to-requests="closeRequestDetail"
@open-assistant="openSmartEntry" @open-assistant="openSmartEntry"
@request-updated="handleRequestUpdated" @request-updated="handleRequestUpdated"
@@ -105,7 +110,7 @@
:error="requestsError" :error="requestsError"
@open-document="openRequestDetail" @open-document="openRequestDetail"
@create-request="openTravelCreate" @create-request="openTravelCreate"
@create-application="openExpenseApplicationDialog" @create-application="openExpenseApplicationCreate"
@reload="reloadRequests" @reload="reloadRequests"
@summary-change="documentSummary = $event" @summary-change="documentSummary = $event"
/> />
@@ -146,12 +151,6 @@
@close="closeSmartEntry" @close="closeSmartEntry"
@draft-saved="handleDraftSaved" @draft-saved="handleDraftSaved"
/> />
<ExpenseApplicationDialog
v-if="expenseApplicationDialogOpen"
@close="closeExpenseApplicationDialog"
@confirmed="handleExpenseApplicationConfirmed"
/>
</div> </div>
</template> </template>
@@ -161,7 +160,6 @@ import { computed, ref } from 'vue'
import SidebarRail from '../components/layout/SidebarRail.vue' import SidebarRail from '../components/layout/SidebarRail.vue'
import TopBar from '../components/layout/TopBar.vue' import TopBar from '../components/layout/TopBar.vue'
import FilterBar from '../components/layout/FilterBar.vue' import FilterBar from '../components/layout/FilterBar.vue'
import ExpenseApplicationDialog from '../components/shared/ExpenseApplicationDialog.vue'
import OverviewView from './OverviewView.vue' import OverviewView from './OverviewView.vue'
import PersonalWorkbenchView from './PersonalWorkbenchView.vue' import PersonalWorkbenchView from './PersonalWorkbenchView.vue'
import TravelReimbursementCreateView from './TravelReimbursementCreateView.vue' import TravelReimbursementCreateView from './TravelReimbursementCreateView.vue'
@@ -186,7 +184,11 @@ const knowledgeSummary = ref(null)
const logsSummary = ref(null) const logsSummary = ref(null)
const documentSummary = ref(null) const documentSummary = ref(null)
const auditDetailOpen = ref(false) const auditDetailOpen = ref(false)
const expenseApplicationDialogOpen = ref(false) const sidebarCollapsed = ref(true)
function toggleSidebarCollapsed() {
sidebarCollapsed.value = !sidebarCollapsed.value
}
const { const {
activeRange, activeRange,
@@ -206,6 +208,7 @@ const {
handleRequestDeleted, handleRequestDeleted,
handleRequestUpdated, handleRequestUpdated,
navItems, navItems,
openExpenseApplicationCreate,
openRequestDetail, openRequestDetail,
openSmartEntry, openSmartEntry,
openTravelCreate, openTravelCreate,
@@ -229,19 +232,6 @@ const {
const { companyProfile, currentUser, logout } = useSystemState() const { companyProfile, currentUser, logout } = useSystemState()
const filteredNavItems = computed(() => filterNavItemsByAccess(navItems, currentUser.value)) const filteredNavItems = computed(() => filterNavItemsByAccess(navItems, currentUser.value))
function openExpenseApplicationDialog() {
expenseApplicationDialogOpen.value = true
}
function closeExpenseApplicationDialog() {
expenseApplicationDialogOpen.value = false
}
function handleExpenseApplicationConfirmed() {
expenseApplicationDialogOpen.value = false
toast('费用申请字段已接入本体识别，后续会按申请审批流落单。')
}
function handleLogout() { function handleLogout() {
logout('manual') logout('manual')
} }

74
web/src/views/DocumentsCenterView.vue
View File

@@ -193,7 +193,10 @@
</thead> </thead>
<tbody> <tbody>
<tr v-for="row in visibleRows" :key="row.documentKey" @click="openDocument(row)"> <tr v-for="row in visibleRows" :key="row.documentKey" @click="openDocument(row)">
<td><strong class="doc-id">{{ row.documentNo }}</strong></td> <td>
<span v-if="row.isNewDocument" class="new-document-badge">NEW</span>
<strong class="doc-id">{{ row.documentNo }}</strong>
</td>
<td>{{ row.createdAtDisplay }}</td> <td>{{ row.createdAtDisplay }}</td>
<td v-if="showStayTimeColumn">{{ row.stayTimeDisplay }}</td> <td v-if="showStayTimeColumn">{{ row.stayTimeDisplay }}</td>
<td><span class="doc-kind-tag" :class="row.documentTypeCode">{{ row.documentTypeLabel }}</span></td> <td><span class="doc-kind-tag" :class="row.documentTypeCode">{{ row.documentTypeLabel }}</span></td>
@@ -259,31 +262,31 @@ import TableEmptyState from '../components/shared/TableEmptyState.vue'
import TableLoadingState from '../components/shared/TableLoadingState.vue' import TableLoadingState from '../components/shared/TableLoadingState.vue'
import { mapExpenseClaimToRequest } from '../composables/useRequests.js' import { mapExpenseClaimToRequest } from '../composables/useRequests.js'
import { fetchApprovalExpenseClaims, fetchArchivedExpenseClaims } from '../services/reimbursements.js' import { fetchApprovalExpenseClaims, fetchArchivedExpenseClaims } from '../services/reimbursements.js'
import { import { countNewDocuments, isNewDocument, markDocumentViewed, readDocumentScope, readViewedDocumentKeys, writeDocumentScope } from '../utils/documentCenterNewState.js'
extractDateText, import { extractDateText, formatDocumentListTime, resolveDocumentSortTime, resolveDocumentStayTimeDisplay } from '../utils/documentCenterTime.js'
formatDocumentListTime,
resolveDocumentSortTime,
resolveDocumentStayTimeDisplay
} from '../utils/documentCenterTime.js'
import { normalizeRequestForUi } from '../utils/requestViewModel.js' import { normalizeRequestForUi } from '../utils/requestViewModel.js'
const DOCUMENT_TYPE_ALL = 'all' const DOCUMENT_TYPE_ALL = 'all'
const DOCUMENT_TYPE_APPLICATION = 'application' const DOCUMENT_TYPE_APPLICATION = 'application'
const DOCUMENT_TYPE_REIMBURSEMENT = 'reimbursement' const DOCUMENT_TYPE_REIMBURSEMENT = 'reimbursement'
const SCENE_ALL = 'all' const SCENE_ALL = 'all'
const DOCUMENT_SCOPE_ALL = '全部'
const DOCUMENT_SCOPE_APPLICATION = '申请单' const DOCUMENT_SCOPE_APPLICATION = '申请单'
const DOCUMENT_SCOPE_REIMBURSEMENT = '报销单' const DOCUMENT_SCOPE_REIMBURSEMENT = '报销单'
const DOCUMENT_SCOPE_REVIEW = '审核单' const DOCUMENT_SCOPE_REVIEW = '审核单'
const DOCUMENT_SCOPE_ARCHIVE = '归档' const DOCUMENT_SCOPE_ARCHIVE = '归档'
const scopeTabs = [ const scopeTabs = [DOCUMENT_SCOPE_ALL, DOCUMENT_SCOPE_APPLICATION, DOCUMENT_SCOPE_REIMBURSEMENT, DOCUMENT_SCOPE_REVIEW, DOCUMENT_SCOPE_ARCHIVE]
DOCUMENT_SCOPE_APPLICATION,
DOCUMENT_SCOPE_REIMBURSEMENT,
DOCUMENT_SCOPE_REVIEW,
DOCUMENT_SCOPE_ARCHIVE
]
const statusTabs = ['全部', '草稿', '待提交', '审批中', '待补充', '已完成'] const statusTabs = ['全部', '草稿', '待提交', '审批中', '待补充', '已完成']
const FILTER_CONFIG_BY_SCOPE = { const FILTER_CONFIG_BY_SCOPE = {
[DOCUMENT_SCOPE_ALL]: {
searchPlaceholder: '搜索单号、事项、费用场景...',
sceneFallbackLabel: '单据场景',
dateLabel: '单据时间',
statusTitle: '单据状态',
statusTabs,
showDocumentType: true
},
[DOCUMENT_SCOPE_APPLICATION]: { [DOCUMENT_SCOPE_APPLICATION]: {
searchPlaceholder: '搜索申请单号、申请事项、申请场景...', searchPlaceholder: '搜索申请单号、申请事项、申请场景...',
sceneFallbackLabel: '申请场景', sceneFallbackLabel: '申请场景',
@@ -339,7 +342,7 @@ const emit = defineEmits([
'summary-change' 'summary-change'
]) ])
const activeScopeTab = ref(DOCUMENT_SCOPE_APPLICATION) const activeScopeTab = ref(readDocumentScope(DOCUMENT_SCOPE_ALL, scopeTabs))
const activeStatusTab = ref('全部') const activeStatusTab = ref('全部')
const activeDocumentType = ref(DOCUMENT_TYPE_ALL) const activeDocumentType = ref(DOCUMENT_TYPE_ALL)
const activeScene = ref(SCENE_ALL) const activeScene = ref(SCENE_ALL)
@@ -357,6 +360,7 @@ const archiveRows = ref([])
const approvalRows = ref([]) const approvalRows = ref([])
const supportingLoading = ref(false) const supportingLoading = ref(false)
const supportingError = ref('') const supportingError = ref('')
const viewedDocumentKeys = ref(readViewedDocumentKeys())
const activeFilterConfig = computed(() => const activeFilterConfig = computed(() =>
FILTER_CONFIG_BY_SCOPE[activeScopeTab.value] || FILTER_CONFIG_BY_SCOPE[DOCUMENT_SCOPE_APPLICATION] FILTER_CONFIG_BY_SCOPE[activeScopeTab.value] || FILTER_CONFIG_BY_SCOPE[DOCUMENT_SCOPE_APPLICATION]
@@ -389,13 +393,14 @@ const ownedRows = computed(() =>
.filter(Boolean) .filter(Boolean)
) )
const allSummaryRows = computed(() => mergeDocumentRows([...ownedRows.value, ...approvalRows.value, ...archiveRows.value])) const nonArchivedRows = computed(() => mergeDocumentRows([...ownedRows.value, ...approvalRows.value]))
const scopeNewCountMap = computed(() => ({ const scopeNewCountMap = computed(() => ({
[DOCUMENT_SCOPE_APPLICATION]: allSummaryRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION).length, [DOCUMENT_SCOPE_ALL]: countNewDocuments(nonArchivedRows.value, viewedDocumentKeys.value),
[DOCUMENT_SCOPE_REIMBURSEMENT]: ownedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_REIMBURSEMENT).length, [DOCUMENT_SCOPE_APPLICATION]: countNewDocuments(nonArchivedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION), viewedDocumentKeys.value),
[DOCUMENT_SCOPE_REVIEW]: approvalRows.value.length, [DOCUMENT_SCOPE_REIMBURSEMENT]: countNewDocuments(ownedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_REIMBURSEMENT), viewedDocumentKeys.value),
[DOCUMENT_SCOPE_ARCHIVE]: archiveRows.value.length [DOCUMENT_SCOPE_REVIEW]: countNewDocuments(approvalRows.value, viewedDocumentKeys.value),
[DOCUMENT_SCOPE_ARCHIVE]: countNewDocuments(archiveRows.value, viewedDocumentKeys.value)
})) }))
const scopeTabItems = computed(() => const scopeTabItems = computed(() =>
@@ -407,8 +412,10 @@ const scopeTabItems = computed(() =>
) )
const activeScopeRows = computed(() => { const activeScopeRows = computed(() => {
if (activeScopeTab.value === DOCUMENT_SCOPE_ALL) return nonArchivedRows.value
if (activeScopeTab.value === DOCUMENT_SCOPE_APPLICATION) { if (activeScopeTab.value === DOCUMENT_SCOPE_APPLICATION) {
return allSummaryRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION) return nonArchivedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION)
} }
if (activeScopeTab.value === DOCUMENT_SCOPE_REIMBURSEMENT) { if (activeScopeTab.value === DOCUMENT_SCOPE_REIMBURSEMENT) {
@@ -423,7 +430,7 @@ const activeScopeRows = computed(() => {
return archiveRows.value return archiveRows.value
} }
return allSummaryRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION) return nonArchivedRows.value
}) })
const sceneFilterOptions = computed(() => { const sceneFilterOptions = computed(() => {
@@ -487,7 +494,7 @@ const showStayTimeColumn = computed(() =>
) )
const documentSummary = computed(() => { const documentSummary = computed(() => {
const rows = allSummaryRows.value const rows = nonArchivedRows.value
return { return {
total: rows.length, total: rows.length,
toSubmit: rows.filter((row) => ['draft', 'pending_submit'].includes(row.statusGroup)).length, toSubmit: rows.filter((row) => ['draft', 'pending_submit'].includes(row.statusGroup)).length,
@@ -507,9 +514,9 @@ const emptyState = computed(() => {
title: '当前还没有申请单数据', title: '当前还没有申请单数据',
desc: '费用申请功能接入后，差旅、会务、办公采购等前置申请会统一汇总到这里。', desc: '费用申请功能接入后，差旅、会务、办公采购等前置申请会统一汇总到这里。',
icon: 'mdi mdi-file-sign-outline', icon: 'mdi mdi-file-sign-outline',
actionLabel: '发起申请', actionLabel: '',
actionIcon: 'mdi mdi-file-plus-outline', actionIcon: '',
tone: 'sky', tone: 'emerald',
artLabel: 'APPLY', artLabel: 'APPLY',
tips: ['旧报销中心仍保留', '申请批准后可继续发起报销'] tips: ['旧报销中心仍保留', '申请批准后可继续发起报销']
} }
@@ -522,9 +529,9 @@ const emptyState = computed(() => {
? '可以清空当前分类下的筛选条件后再看看。' ? '可以清空当前分类下的筛选条件后再看看。'
: '当前视角暂无可展示单据，可以切换其他视角或发起一笔报销。', : '当前视角暂无可展示单据，可以切换其他视角或发起一笔报销。',
icon: filtered ? 'mdi mdi-magnify-scan' : 'mdi mdi-file-document-multiple-outline', icon: filtered ? 'mdi mdi-magnify-scan' : 'mdi mdi-file-document-multiple-outline',
actionLabel: filtered ? '清空筛选' : '发起报销', actionLabel: '',
actionIcon: filtered ? 'mdi mdi-filter-remove-outline' : 'mdi mdi-plus-circle-outline', actionIcon: '',
tone: filtered ? 'sky' : 'emerald', tone: 'emerald',
artLabel: filtered ? 'FILTER' : 'DOCS', artLabel: filtered ? 'FILTER' : 'DOCS',
tips: ['单据中心已接入当前报销单据', '归档视角会同步归档中心数据'] tips: ['单据中心已接入当前报销单据', '归档视角会同步归档中心数据']
} }
@@ -543,13 +550,17 @@ function buildDocumentRow(request, options = {}) {
const claimId = normalized.claimId || normalized.id || documentNo const claimId = normalized.claimId || normalized.id || documentNo
const createdAtSource = normalized.createdAt || normalized.submittedAt || normalized.applyTime || normalized.updatedAt const createdAtSource = normalized.createdAt || normalized.submittedAt || normalized.applyTime || normalized.updatedAt
const updatedAtSource = normalized.updatedAt || normalized.submittedAt || normalized.createdAt || normalized.applyTime const updatedAtSource = normalized.updatedAt || normalized.submittedAt || normalized.createdAt || normalized.applyTime
const documentTypeCode = normalized.documentTypeCode || DOCUMENT_TYPE_REIMBURSEMENT
const documentTypeLabel =
normalized.documentTypeLabel
|| (documentTypeCode === DOCUMENT_TYPE_APPLICATION ? '申请单' : '报销单')
return { return {
...normalized, ...normalized,
rawRequest: request, rawRequest: request,
documentKey: `${options.source || 'owned'}:${claimId || documentNo}`, documentKey: `${options.source || 'owned'}:${claimId || documentNo}`,
documentTypeCode: DOCUMENT_TYPE_REIMBURSEMENT, documentTypeCode,
documentTypeLabel: '报销单', documentTypeLabel,
claimId, claimId,
documentNo, documentNo,
node: archived ? '财务归档' : (normalized.node || normalized.workflowNode || '待提交'), node: archived ? '财务归档' : (normalized.node || normalized.workflowNode || '待提交'),
@@ -560,6 +571,7 @@ function buildDocumentRow(request, options = {}) {
archived, archived,
createdAtDisplay: formatDocumentListTime(createdAtSource), createdAtDisplay: formatDocumentListTime(createdAtSource),
stayTimeDisplay: resolveDocumentStayTimeDisplay(normalized), stayTimeDisplay: resolveDocumentStayTimeDisplay(normalized),
isNewDocument: isNewDocument({ ...normalized, source: options.source || 'owned', claimId, documentNo }, viewedDocumentKeys.value),
updatedAtDisplay: formatDocumentListTime(updatedAtSource), updatedAtDisplay: formatDocumentListTime(updatedAtSource),
sortTime: resolveDocumentSortTime(updatedAtSource) sortTime: resolveDocumentSortTime(updatedAtSource)
} }
@@ -703,6 +715,8 @@ function changePageSize(size) {
} }
function openDocument(row) { function openDocument(row) {
writeDocumentScope(activeScopeTab.value, scopeTabs)
viewedDocumentKeys.value = markDocumentViewed(row, viewedDocumentKeys.value)
emit('open-document', row.rawRequest || row) emit('open-document', row.rawRequest || row)
} }

24
web/src/views/TravelReimbursementCreateView.vue
View File

@@ -40,8 +40,8 @@
<header class="assistant-header"> <header class="assistant-header">
<div class="assistant-header-main"> <div class="assistant-header-main">
<div> <div>
<h2>财务助手</h2> <h2>{{ assistantHeaderTitle }}</h2>
<p>个人财务中心 · 报销识别、票据核对与制度咨询，右侧会随处理进度展示识别结果与风险提示。</p> <p>{{ assistantHeaderDescription }}</p>
</div> </div>
</div> </div>
</header> </header>
@@ -60,7 +60,9 @@
:key="shortcut.label" :key="shortcut.label"
type="button" type="button"
class="shortcut-chip" class="shortcut-chip"
:disabled="submitting || reviewActionBusy || deleteSessionBusy || sessionSwitchBusy" :class="{ active: shortcut.active }"
:aria-pressed="shortcut.active ? 'true' : 'false'"
:disabled="shortcut.active || submitting || reviewActionBusy || deleteSessionBusy || sessionSwitchBusy"
@click="runShortcut(shortcut)" @click="runShortcut(shortcut)"
> >
<i :class="shortcut.icon"></i> <i :class="shortcut.icon"></i>
@@ -1313,6 +1315,22 @@
@confirm="confirmDeleteCurrentSession" @confirm="confirmDeleteCurrentSession"
/> />
<ConfirmDialog
:open="applicationSubmitConfirmDialog.open"
badge="提交确认"
badge-tone="primary"
title="确认提交当前费用申请？"
description="提交后申请将进入领导审核流程，并同步纳入预算管理口径，请确认关键申请信息和预计费用已经核对无误。"
cancel-text="再检查一下"
confirm-text="确认提交"
busy-text="提交中..."
confirm-tone="primary"
confirm-icon="mdi mdi-send-check-outline"
:busy="reviewActionBusy"
@close="closeApplicationSubmitConfirm"
@confirm="confirmApplicationSubmit"
/>
<ConfirmDialog <ConfirmDialog
:open="nextStepConfirmDialog.open" :open="nextStepConfirmDialog.open"
badge="提交确认" badge="提交确认"

40
web/src/views/TravelRequestDetailView.vue
View File

@@ -55,7 +55,7 @@
<article class="progress-card panel"> <article class="progress-card panel">
<div class="progress-block"> <div class="progress-block">
<div class="progress-head"> <div class="progress-head">
<h3>{{ isTravelRequest ? '差旅进度' : '报销进度' }}</h3> <h3>{{ isApplicationDocument ? '申请进度' : isTravelRequest ? '差旅进度' : '报销进度' }}</h3>
</div> </div>
<div class="progress-line" :style="{ '--progress-columns': progressSteps.length }"> <div class="progress-line" :style="{ '--progress-columns': progressSteps.length }">
<div <div
@@ -133,12 +133,18 @@
<article class="detail-card panel"> <article class="detail-card panel">
<div class="detail-card-head"> <div class="detail-card-head">
<div> <div>
<h3>费用明细</h3> <h3>{{ isApplicationDocument ? '申请预算' : '费用明细' }}</h3>
<p> <p>
{{ isTravelRequest ? '按出行时间逐笔核对票据与差旅规则。' : '按业务发生时间逐笔核对票据、用途说明与 AI 识别结果。' }} {{
isApplicationDocument
? '展示本次费用申请的预计金额，提交后纳入预算管理口径。'
: isTravelRequest
? '按出行时间逐笔核对票据与差旅规则。'
: '按业务发生时间逐笔核对票据、用途说明与 AI 识别结果。'
}}
</p> </p>
</div> </div>
<div class="detail-card-actions"> <div v-if="!isApplicationDocument" class="detail-card-actions">
<button v-if="canOpenAiEntry" class="smart-entry-btn" type="button" @click="openAiEntry"> <button v-if="canOpenAiEntry" class="smart-entry-btn" type="button" @click="openAiEntry">
<i class="mdi mdi-robot-outline"></i> <i class="mdi mdi-robot-outline"></i>
<span>智能录入</span> <span>智能录入</span>
@@ -156,7 +162,13 @@
</div> </div>
</div> </div>
<div class="detail-expense-table"> <div v-if="isApplicationDocument" class="detail-note readonly">
<p>
预计总费用：{{ request.amountDisplay }}。该金额用于领导审批和预算管理，无需补充任何报销票据。
</p>
</div>
<div v-else class="detail-expense-table">
<table> <table>
<thead> <thead>
<tr> <tr>
@@ -381,7 +393,7 @@
</tbody> </tbody>
</table> </table>
</div> </div>
<div v-if="expenseItems.length" class="expense-total-under-table"> <div v-if="expenseItems.length && !isApplicationDocument" class="expense-total-under-table">
<span>金额合计</span> <span>金额合计</span>
<strong>{{ expenseTotal }}</strong> <strong>{{ expenseTotal }}</strong>
</div> </div>
@@ -476,7 +488,7 @@
@click="handleReturnRequest" @click="handleReturnRequest"
> >
<i class="mdi mdi-undo"></i> <i class="mdi mdi-undo"></i>
{{ returnBusy ? '退回中' : '退回单据' }} {{ returnBusy ? '退回中' : isApplicationDocument ? '退回申请' : '退回单据' }}
</button> </button>
<button <button
v-if="canApproveRequest" v-if="canApproveRequest"
@@ -496,10 +508,12 @@
@click="handleDeleteRequest" @click="handleDeleteRequest"
> >
<i class="mdi mdi-trash-can-outline"></i> <i class="mdi mdi-trash-can-outline"></i>
{{ deleteBusy ? '删除中' : '删除单据' }} {{ deleteBusy ? '删除中' : isApplicationDocument ? '删除申请' : '删除单据' }}
</button> </button>
</div> </div>
<p v-else class="detail-action-hint">当前单据已进入流程，详情页仅展示状态与费用明细。</p> <p v-else class="detail-action-hint">
{{ isApplicationDocument ? '当前申请单已进入流程，详情页仅展示状态与申请信息。' : '当前单据已进入流程，详情页仅展示状态与费用明细。' }}
</p>
</footer> </footer>
</div> </div>
@@ -633,7 +647,7 @@
badge="提交确认" badge="提交确认"
badge-tone="warning" badge-tone="warning"
:title="`确认提交 ${request.id} 吗？`" :title="`确认提交 ${request.id} 吗？`"
description="请确认报销事由、金额、费用明细和附件材料均已核对无误。确认后系统将发起 AI 预审并进入审批流程。" :description="isApplicationDocument ? '请确认申请事由、预计金额和申请信息均已核对无误。确认后将提交至直属领导审批。' : '请确认报销事由、金额、费用明细和附件材料均已核对无误。确认后系统将发起 AI 预审并进入审批流程。'"
cancel-text="返回核对" cancel-text="返回核对"
confirm-text="确认提交" confirm-text="确认提交"
busy-text="提交中..." busy-text="提交中..."
@@ -649,14 +663,14 @@
<strong>{{ request.documentNo || request.id }}</strong> <strong>{{ request.documentNo || request.id }}</strong>
</div> </div>
<div class="submit-confirm-row"> <div class="submit-confirm-row">
<span>报销类型</span> <span>{{ isApplicationDocument ? '申请类型' : '报销类型' }}</span>
<strong>{{ request.typeLabel }}</strong> <strong>{{ request.typeLabel }}</strong>
</div> </div>
<div class="submit-confirm-row"> <div class="submit-confirm-row">
<span>报销金额</span> <span>{{ isApplicationDocument ? '预计金额' : '报销金额' }}</span>
<strong>{{ request.amountDisplay || expenseTotal }}</strong> <strong>{{ request.amountDisplay || expenseTotal }}</strong>
</div> </div>
<div class="submit-confirm-row"> <div v-if="!isApplicationDocument" class="submit-confirm-row">
<span>费用明细</span> <span>费用明细</span>
<strong>{{ expenseItems.length }} 条 / {{ uploadedExpenseCount }} 张单据</strong> <strong>{{ expenseItems.length }} 条 / {{ uploadedExpenseCount }} 张单据</strong>
</div> </div>

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

@@ -29,6 +29,11 @@ import {
buildExpenseSceneSelectionActions buildExpenseSceneSelectionActions
} from '../../utils/expenseAssistantActions.js' } from '../../utils/expenseAssistantActions.js'
import { buildSuggestedActionKey } from '../../utils/suggestedActionKey.js' import { buildSuggestedActionKey } from '../../utils/suggestedActionKey.js'
import { ASSISTANT_SCOPE_ACTION_SWITCH } from '../../utils/assistantSessionScope.js'
import {
mergeComposerPrefill,
resolveSuggestedActionPrefill
} from '../../utils/assistantSuggestedActionPrefill.js'
import { import {
calculateTravelReimbursement, calculateTravelReimbursement,
fetchExpenseClaims, fetchExpenseClaims,
@@ -143,11 +148,14 @@ import {
resolveDocumentPreview resolveDocumentPreview
} from './travelReimbursementAttachmentModel.js' } from './travelReimbursementAttachmentModel.js'
import { import {
ASSISTANT_SESSION_MODE_OPTIONS,
ASSISTANT_DISPLAY_NAME, ASSISTANT_DISPLAY_NAME,
FLOW_STEP_FALLBACKS, FLOW_STEP_FALLBACKS,
HOT_KNOWLEDGE_QUESTIONS, HOT_KNOWLEDGE_QUESTIONS,
INTENT_LABELS, INTENT_LABELS,
SCENARIO_LABELS, SCENARIO_LABELS,
SESSION_TYPE_APPLICATION,
SESSION_TYPE_APPROVAL,
SESSION_TYPE_EXPENSE, SESSION_TYPE_EXPENSE,
SESSION_TYPE_KNOWLEDGE, SESSION_TYPE_KNOWLEDGE,
aiAvatar, aiAvatar,
@@ -156,6 +164,7 @@ import {
buildMessageMeta, buildMessageMeta,
buildWelcomeInsight, buildWelcomeInsight,
createMessage, createMessage,
resolveAssistantSessionMode,
resolveKnowledgeRankLabel, resolveKnowledgeRankLabel,
resolveKnowledgeRankTone, resolveKnowledgeRankTone,
sanitizeRequest, sanitizeRequest,
@@ -195,6 +204,7 @@ const REVIEW_PANEL_SCOPE_OVERVIEW = 'overview'
const REVIEW_PANEL_SCOPE_DOCUMENTS = 'documents' const REVIEW_PANEL_SCOPE_DOCUMENTS = 'documents'
const REVIEW_PANEL_SCOPE_RISK = 'risk' const REVIEW_PANEL_SCOPE_RISK = 'risk'
const REVIEW_NEXT_STEP_HREF = '#review-next-step' const REVIEW_NEXT_STEP_HREF = '#review-next-step'
const APPLICATION_SUBMIT_HREF = '#application-submit'
const REVIEW_RISK_PANEL_HREF_PREFIX = '#review-risk' const REVIEW_RISK_PANEL_HREF_PREFIX = '#review-risk'
const REVIEW_QUICK_EDIT_HREF = '#review-quick-edit' const REVIEW_QUICK_EDIT_HREF = '#review-quick-edit'
const FLOW_STEP_STATUS_PENDING = 'pending' const FLOW_STEP_STATUS_PENDING = 'pending'
@@ -544,7 +554,6 @@ export default {
resolveCurrentUserId, resolveCurrentUserId,
persistSessionState, persistSessionState,
applySessionState, applySessionState,
clearKnowledgeSessionOnEntry,
switchSessionType switchSessionType
} = useTravelReimbursementSessionState({ } = useTravelReimbursementSessionState({
props, props,
@@ -557,6 +566,10 @@ export default {
getSessionRuntimeRefs: () => sessionRuntimeRefs getSessionRuntimeRefs: () => sessionRuntimeRefs
}) })
const deleteSessionDialogOpen = ref(false) const deleteSessionDialogOpen = ref(false)
const applicationSubmitConfirmDialog = ref({
open: false,
message: null
})
const nextStepConfirmDialog = ref({ const nextStepConfirmDialog = ref({
open: false, open: false,
message: null, message: null,
@@ -566,6 +579,9 @@ export default {
const deleteSessionBusy = ref(false) const deleteSessionBusy = ref(false)
const reviewDrawerMode = ref(REVIEW_DRAWER_MODE_REVIEW) const reviewDrawerMode = ref(REVIEW_DRAWER_MODE_REVIEW)
const isKnowledgeSession = computed(() => activeSessionType.value === SESSION_TYPE_KNOWLEDGE) 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 { const {
flowRunId, flowRunId,
flowSteps, flowSteps,
@@ -640,6 +656,12 @@ export default {
if (props.entrySource === 'detail' && linkedRequest.value?.id) { 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。` 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。' 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(() => { const currentIntentLabel = computed(() => {
@@ -652,12 +674,11 @@ export default {
agent: '知识回答' agent: '知识回答'
} }
: { : {
welcome: '财务助手', welcome: activeAssistantMode.value?.label || '财务助手',
agent: '处理中' agent: '处理中'
} }
return labels[currentInsight.value.intent] ?? 'AI 处理中' return labels[currentInsight.value.intent] ?? 'AI 处理中'
}) })
let knowledgeSessionResetPromise = Promise.resolve()
const canDeleteCurrentSession = computed( const canDeleteCurrentSession = computed(
() => Boolean(conversationId.value) || messages.value.some((item) => item.role === 'user') () => 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 isReviewOverviewDrawer = computed(() => reviewDrawerMode.value === REVIEW_DRAWER_MODE_REVIEW)
const shortcuts = computed(() => [ const shortcuts = computed(() =>
{ ASSISTANT_SESSION_MODE_OPTIONS.map((mode) => ({
label: isKnowledgeSession.value ? '切换为个人工作台' : '切换为财务知识问答', label: mode.label,
icon: isKnowledgeSession.value ? 'mdi mdi-briefcase-outline' : 'mdi mdi-book-open-page-variant-outline', icon: mode.icon,
action: 'switch_view', action: 'switch_view',
targetSessionType: isKnowledgeSession.value ? SESSION_TYPE_EXPENSE : SESSION_TYPE_KNOWLEDGE targetSessionType: mode.key,
} active: mode.key === activeSessionType.value
]) }))
)
watch( watch(
() => [activeReviewPayload.value, activeReviewPanelScope.value], () => [activeReviewPayload.value, activeReviewPanelScope.value],
([payload]) => { ([payload]) => {
@@ -1147,7 +1169,6 @@ export default {
scrollToBottom() scrollToBottom()
}) })
}) })
void clearKnowledgeSessionOnEntry()
currentInsight.value = currentInsight.value =
currentInsight.value currentInsight.value
|| buildWelcomeInsight(props.entrySource, linkedRequest.value, activeSessionType.value, currentUser.value) || buildWelcomeInsight(props.entrySource, linkedRequest.value, activeSessionType.value, currentUser.value)
@@ -1269,6 +1290,9 @@ export default {
async function runShortcut(shortcut) { async function runShortcut(shortcut) {
if (shortcut?.action === 'switch_view' && shortcut?.targetSessionType) { if (shortcut?.action === 'switch_view' && shortcut?.targetSessionType) {
if (shortcut.active) {
return
}
await switchSessionType(shortcut.targetSessionType) await switchSessionType(shortcut.targetSessionType)
return return
} }
@@ -1325,12 +1349,52 @@ export default {
persistSessionState() 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) { async function handleSuggestedAction(message, action) {
const actionType = String(action?.action_type || '').trim() const actionType = String(action?.action_type || '').trim()
if (!actionType || submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) return if (!actionType || submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) return
if (message?.suggestedActionsLocked) return if (message?.suggestedActionsLocked) return
if (applySuggestedActionPrefill(action)) return
if (await handleGuidedSuggestedAction(message, 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') { if (actionType === 'confirm_expense_intent') {
const originalMessage = String(action?.payload?.original_message || message?.text || '').trim() const originalMessage = String(action?.payload?.original_message || message?.text || '').trim()
if (!originalMessage) return 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() { function isWorkbenchBusy() {
return submitting.value || reviewActionBusy.value || sessionSwitchBusy.value return submitting.value || reviewActionBusy.value || sessionSwitchBusy.value
} }
@@ -1796,6 +1914,12 @@ export default {
} }
const href = String(anchor.getAttribute('href') || '').trim() const href = String(anchor.getAttribute('href') || '').trim()
if (href === APPLICATION_SUBMIT_HREF) {
event.preventDefault()
openApplicationSubmitConfirm(message)
return
}
if (href === REVIEW_NEXT_STEP_HREF) { if (href === REVIEW_NEXT_STEP_HREF) {
event.preventDefault() event.preventDefault()
openReviewNextStepConfirm(message) 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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
} }
} }
} }

86
web/src/views/scripts/TravelRequestDetailView.js
View File

@@ -45,6 +45,7 @@ import {
buildOptionalTravelReceiptRiskCards, buildOptionalTravelReceiptRiskCards,
formatCurrency, formatCurrency,
isPlaceholderValue, isPlaceholderValue,
isApplicationDocumentRequest,
isRouteDescriptionExpenseType, isRouteDescriptionExpenseType,
isSyntheticLocationDisplay, isSyntheticLocationDisplay,
isValidIsoDate, isValidIsoDate,
@@ -192,6 +193,10 @@ function buildExpenseItemViewModel(source, index, requestModel, travelTimeLabelM
attachmentStatus: isSystemGenerated ? '无需附件' : attachments.length ? '已关联票据' : '未上传', attachmentStatus: isSystemGenerated ? '无需附件' : attachments.length ? '已关联票据' : '未上传',
function buildOptionalTravelReceiptRiskCards(requestModel, items) { function buildOptionalTravelReceiptRiskCards(requestModel, items) {
if (isApplicationDocumentRequest(requestModel)) {
return []
}
const normalizedItems = Array.isArray(items) ? items : [] const normalizedItems = Array.isArray(items) ? items : []
const isTravelContext = const isTravelContext =
requestModel?.detailVariant === 'travel' || requestModel?.detailVariant === 'travel' ||
@@ -449,7 +454,8 @@ export default {
) )
}) })
const isTravelRequest = computed(() => request.value.detailVariant === 'travel') const isApplicationDocument = computed(() => isApplicationDocumentRequest(request.value))
const isTravelRequest = computed(() => request.value.detailVariant === 'travel' && !isApplicationDocument.value)
const isDraftRequest = computed(() => request.value.approvalKey === 'draft') const isDraftRequest = computed(() => request.value.approvalKey === 'draft')
const isEditableRequest = computed(() => ['draft', 'supplement'].includes(request.value.approvalKey)) const isEditableRequest = computed(() => ['draft', 'supplement'].includes(request.value.approvalKey))
const canOpenAiEntry = computed(() => isEditableRequest.value) const canOpenAiEntry = computed(() => isEditableRequest.value)
@@ -478,39 +484,59 @@ export default {
&& canApproveLeaderExpenseClaims(currentUser.value) && canApproveLeaderExpenseClaims(currentUser.value)
) )
|| ( || (
isFinanceApprovalStage.value !isApplicationDocument.value
&& isFinanceApprovalStage.value
&& isFinanceUser(currentUser.value) && isFinanceUser(currentUser.value)
) )
) )
) )
const showLeaderApprovalPanel = computed(() => canApproveRequest.value) const showLeaderApprovalPanel = computed(() => canApproveRequest.value)
const approvalOpinionTitle = computed(() => (isFinanceApprovalStage.value ? '财务意见' : '领导意见')) const approvalOpinionTitle = computed(() => (isFinanceApprovalStage.value ? '财务意见' : '领导意见'))
const approvalOpinionPlaceholder = computed(() => const approvalOpinionPlaceholder = computed(() => {
isFinanceApprovalStage.value if (isFinanceApprovalStage.value) {
? '请输入财务终审意见，可补充票据核验、金额一致性或入账关注点。' return '请输入财务终审意见，可补充票据核验、金额一致性或入账关注点。'
: '请输入审批意见，可补充核实情况、费用合理性或后续财务关注点。' }
) if (isApplicationDocument.value) {
const approvalOpinionHint = computed(() => return '请输入审批意见，可补充业务必要性、预算合理性或执行要求。'
isFinanceApprovalStage.value ? '审核通过后将进入归档入账。' : '审批通过后将流转至财务审批。' }
) return '请输入审批意见，可补充核实情况、费用合理性或后续财务关注点。'
})
const approvalOpinionHint = computed(() => {
if (isFinanceApprovalStage.value) {
return '审核通过后将进入归档入账。'
}
return isApplicationDocument.value ? '审批通过后申请流程完成。' : '审批通过后将流转至财务审批。'
})
const approvalConfirmBadge = computed(() => (isFinanceApprovalStage.value ? '财务终审' : '领导审批')) const approvalConfirmBadge = computed(() => (isFinanceApprovalStage.value ? '财务终审' : '领导审批'))
const approvalConfirmDescription = computed(() => const approvalConfirmDescription = computed(() => {
isFinanceApprovalStage.value if (isFinanceApprovalStage.value) {
? '确认后该报销单会完成财务终审并进入归档入账，请确认票据、金额与财务意见无误。' return '确认后该报销单会完成财务终审并进入归档入账，请确认票据、金额与财务意见无误。'
: '确认后该报销单会从直属领导审批流转到财务审批，请确认申请信息与领导意见无误。' }
) if (isApplicationDocument.value) {
const approvalNextStage = computed(() => (isFinanceApprovalStage.value ? '归档入账' : '财务审批')) return '确认后该申请单会完成直属领导审批，请确认申请信息与领导意见无误。'
const approvalSuccessToast = computed(() => }
isFinanceApprovalStage.value return '确认后该报销单会从直属领导审批流转到财务审批，请确认申请信息与领导意见无误。'
? `${request.value.id} 已完成财务终审，进入归档入账。` })
const approvalNextStage = computed(() => {
if (isFinanceApprovalStage.value) {
return '归档入账'
}
return isApplicationDocument.value ? '审批完成' : '财务审批'
})
const approvalSuccessToast = computed(() => {
if (isFinanceApprovalStage.value) {
return `${request.value.id} 已完成财务终审，进入归档入账。`
}
return isApplicationDocument.value
? `${request.value.id} 申请已审批通过。`
: `${request.value.id} 已审批通过，流转至财务审批。` : `${request.value.id} 已审批通过，流转至财务审批。`
) })
const deleteActionLabel = computed(() => (isDraftRequest.value ? '删除草稿' : '删除单据')) const deleteActionLabel = computed(() => (isDraftRequest.value ? '删除草稿' : '删除单据'))
const deleteDialogTitle = computed(() => `确认${deleteActionLabel.value} ${request.value.id} 吗？`) const deleteDialogTitle = computed(() => `确认${deleteActionLabel.value} ${request.value.id} 吗？`)
const deleteDialogDescription = computed(() => const deleteDialogDescription = computed(() =>
isDraftRequest.value isDraftRequest.value
? '删除后该草稿及其当前费用明细将不可恢复，请确认本次操作。' ? '删除后该草稿及其当前费用明细将不可恢复，请确认本次操作。'
: '删除后该报销单及费用明细将不可恢复，请确认本次操作。' : `删除后该${isApplicationDocument.value ? '申请单' : '报销单'}及费用明细将不可恢复，请确认本次操作。`
) )
const actionBusy = computed(() => const actionBusy = computed(() =>
Boolean(savingExpenseId.value) Boolean(savingExpenseId.value)
@@ -562,7 +588,7 @@ export default {
const heroFactItems = computed(() => [ const heroFactItems = computed(() => [
{ {
key: 'document', key: 'document',
label: '报销单号', label: isApplicationDocument.value ? '申请单号' : '报销单号',
value: request.value.documentNo || request.value.id, value: request.value.documentNo || request.value.id,
icon: 'mdi mdi-camera-outline', icon: 'mdi mdi-camera-outline',
valueClass: '' valueClass: ''
@@ -576,14 +602,14 @@ export default {
}, },
{ {
key: 'amount', key: 'amount',
label: '报销金额', label: isApplicationDocument.value ? '预计金额' : '报销金额',
value: request.value.amountDisplay, value: request.value.amountDisplay,
icon: '', icon: '',
valueClass: 'amount' valueClass: 'amount'
}, },
{ {
key: 'type', key: 'type',
label: isTravelRequest.value ? '差旅类型' : '报销类型', label: isApplicationDocument.value ? '申请类型' : isTravelRequest.value ? '差旅类型' : '报销类型',
value: request.value.typeLabel, value: request.value.typeLabel,
icon: '', icon: '',
valueClass: '' valueClass: ''
@@ -600,7 +626,7 @@ export default {
const progressSteps = computed(() => const progressSteps = computed(() =>
Array.isArray(request.value.progressSteps) && request.value.progressSteps.length Array.isArray(request.value.progressSteps) && request.value.progressSteps.length
? request.value.progressSteps ? request.value.progressSteps
: buildFallbackProgressSteps() : buildFallbackProgressSteps(request.value)
) )
const currentProgressRingMotion = { const currentProgressRingMotion = {
@@ -1530,7 +1556,11 @@ export default {
const claimStatus = String(payload?.status || '').trim().toLowerCase() const claimStatus = String(payload?.status || '').trim().toLowerCase()
const approvalStage = String(payload?.approval_stage || payload?.approvalStage || '').trim() const approvalStage = String(payload?.approval_stage || payload?.approvalStage || '').trim()
if (claimStatus === 'submitted') { if (claimStatus === 'submitted') {
toast(`${request.value.id} 已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`) toast(
isApplicationDocument.value
? `${request.value.id} 申请单已提交${approvalStage ? `，当前节点：${approvalStage}` : '，等待直属领导审批'}。`
: `${request.value.id} 已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`
)
} else if (claimStatus === 'supplement') { } else if (claimStatus === 'supplement') {
toast(`${request.value.id} AI预审未通过，已转待补充。`) toast(`${request.value.id} AI预审未通过，已转待补充。`)
} else { } else {
@@ -1577,7 +1607,7 @@ export default {
try { try {
const payload = await deleteExpenseClaim(request.value.claimId) const payload = await deleteExpenseClaim(request.value.claimId)
deleteDialogOpen.value = false deleteDialogOpen.value = false
toast(payload?.message || `${request.value.id} 报销单已删除。`) toast(payload?.message || `${request.value.id} ${isApplicationDocument.value ? '申请单' : '报销单'}已删除。`)
emit('request-deleted', { claimId: request.value.claimId }) emit('request-deleted', { claimId: request.value.claimId })
} catch (error) { } catch (error) {
toast(error?.message || '删除单据失败，请稍后重试。') toast(error?.message || '删除单据失败，请稍后重试。')
@@ -1722,7 +1752,7 @@ export default {
expenseTypeOptions: EXPENSE_TYPE_OPTIONS, expenseTypeOptions: EXPENSE_TYPE_OPTIONS,
goToNextSubmitRisk, goToPreviousSubmitRisk, goToNextSubmitRisk, goToPreviousSubmitRisk,
handleAddExpenseItem, handleApproveRequest, handleDeleteRequest, handleExpenseFileChange, handleAddExpenseItem, handleApproveRequest, handleDeleteRequest, handleExpenseFileChange,
handleReturnRequest, handleSubmit, heroFactItems, isDraftRequest, isEditableRequest, isTravelRequest, handleReturnRequest, handleSubmit, heroFactItems, isApplicationDocument, isDraftRequest, isEditableRequest, isTravelRequest,
isMajorExpenseRisk, isMajorExpenseRisk,
openAiEntry, openAttachmentPreview, goToNextAttachmentPreview, goToPreviousAttachmentPreview, openAiEntry, openAttachmentPreview, goToNextAttachmentPreview, goToPreviousAttachmentPreview,
profile, progressSteps, request, leaderOpinion, removeExpenseAttachment, removeExpenseItem, profile, progressSteps, request, leaderOpinion, removeExpenseAttachment, removeExpenseItem,

171
web/src/views/scripts/travelReimbursementConversationModel.js
View File

@@ -9,14 +9,65 @@ import {
} from './travelReimbursementGuidedFlowModel.js' } from './travelReimbursementGuidedFlowModel.js'
export const SESSION_TYPE_EXPENSE = 'expense' 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 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 aiAvatar = '/assets/header.png'
export const userAvatar = '/assets/person.png' export const userAvatar = '/assets/person.png'
export const SOURCE_LABELS = { export const SOURCE_LABELS = {
workbench: '来自个人工作台', workbench: '来自个人工作台',
topbar: '来自发起报销', topbar: '来自发起报销',
application: '来自发起申请',
detail: '来自智能录入', detail: '来自智能录入',
upload: '来自附件上传', upload: '来自附件上传',
requests: '来自报销列表' 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 = [ export const HOT_KNOWLEDGE_QUESTIONS = [
'差旅住宿标准按什么规则执行？', '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？', '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) { 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) => ({ return HOT_KNOWLEDGE_QUESTIONS.slice(0, 6).map((question) => ({
label: question.length > 20 ? `${question.slice(0, 20)}…` : question, label: question.length > 20 ? `${question.slice(0, 20)}…` : question,
prompt: 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 return EXPENSE_WELCOME_QUICK_ACTIONS
} }
export function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) { export function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
const normalizedSessionType = normalizeAssistantSessionType(sessionType)
const ctx = buildWelcomeUserContext(user || {}) const ctx = buildWelcomeUserContext(user || {})
const greeting = ctx.isAdmin ? `${ctx.honorific}，您好` : `您好，${ctx.honorific}` const greeting = ctx.isAdmin ? `${ctx.honorific}，您好` : `您好，${ctx.honorific}`
if (sessionType === SESSION_TYPE_KNOWLEDGE) { if (normalizedSessionType === SESSION_TYPE_KNOWLEDGE) {
return [ return [
`${greeting}！今日是 **${ctx.dateLine}**。`, `${greeting}！今日是 **${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。' '您可以直接输入问题，或点击下方「猜你想问」快速开始。'
].join('\n') ].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) { if (entrySource === 'detail' && linkedRequest?.id) {
return [ return [
`${greeting}！今日是 **${ctx.dateLine}**。`, `${greeting}！今日是 **${ctx.dateLine}**。`,
@@ -456,16 +579,19 @@ export function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SE
return [ return [
`${greeting}！今日是 **${ctx.dateLine}**。`, `${greeting}！今日是 **${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。' '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') ].join('\n')
} }
export function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) { export function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
const normalizedSessionType = normalizeAssistantSessionType(sessionType)
const ctx = buildWelcomeUserContext(user || {}) const ctx = buildWelcomeUserContext(user || {})
if (sessionType === SESSION_TYPE_KNOWLEDGE) { if (normalizedSessionType === SESSION_TYPE_KNOWLEDGE) {
return { return {
intent: 'welcome', intent: 'welcome',
metricLabel: '今日', 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 { return {
intent: 'welcome', intent: 'welcome',
metricLabel: '助手状态', metricLabel: '当前助手',
metricValue: '待您吩咐', metricValue: '报销助手',
title: entrySource === 'detail' && linkedRequest?.id ? `已关联 ${linkedRequest.id}` : '个人财务中心', title:
entrySource === 'detail' && linkedRequest?.id
? `已关联 ${linkedRequest.id}`
: '报销助手',
summary: summary:
entrySource === 'detail' && linkedRequest?.id entrySource === 'detail' && linkedRequest?.id
? `${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。` ? `${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 stateJson = conversation?.state_json || conversation?.stateJson || {}
const sessionType = String(stateJson?.session_type || '').trim() const sessionType = String(stateJson?.session_type || '').trim()
return sessionType || SESSION_TYPE_EXPENSE return normalizeAssistantSessionType(sessionType, fallback)
} }
export function buildInitialInsightFromConversation(conversation) { export function buildInitialInsightFromConversation(conversation) {

70
web/src/views/scripts/travelRequestDetailExpenseModel.js
View File

@@ -49,6 +49,32 @@ export function normalizeExpenseType(value) {
return String(value || '').trim() || 'other' return String(value || '').trim() || 'other'
} }
export function isApplicationDocumentRequest(request) {
const documentType = String(
request?.documentTypeCode
|| request?.document_type_code
|| request?.documentType
|| request?.document_type
|| ''
).trim()
const claimNo = String(
request?.claimNo
|| request?.claim_no
|| request?.documentNo
|| request?.id
|| ''
).trim().toUpperCase()
const typeCode = normalizeExpenseType(request?.typeCode || request?.expense_type)
return (
documentType === 'application'
|| documentType === 'expense_application'
|| claimNo.startsWith('APP-')
|| typeCode === 'application'
|| typeCode.endsWith('_application')
)
}
export function resolveExpenseTypeLabel(value) { export function resolveExpenseTypeLabel(value) {
const normalized = normalizeExpenseType(value) const normalized = normalizeExpenseType(value)
return EXPENSE_TYPE_OPTIONS.find((option) => option.value === normalized)?.label return EXPENSE_TYPE_OPTIONS.find((option) => option.value === normalized)?.label
@@ -131,7 +157,41 @@ export function resolveExpenseDescriptionDetail(itemType, itemLocation) {
return resolveLocationDisplay(itemLocation, itemType) return resolveLocationDisplay(itemLocation, itemType)
} }
export function buildFallbackProgressSteps() { export function buildFallbackProgressSteps(requestModel = {}) {
if (isApplicationDocumentRequest(requestModel)) {
const node = String(requestModel?.node || requestModel?.workflowNode || requestModel?.approvalStage || '').trim()
const approvalKey = String(requestModel?.approvalKey || '').trim()
const completed = approvalKey === 'completed' || /审批完成|申请完成|已完成/.test(node)
const inLeaderApproval = approvalKey === 'in_progress' || /直属领导|领导审批|审批中/.test(node)
return [
{
index: 1,
label: '创建申请',
time: completed || inLeaderApproval ? '已完成' : '进行中',
done: completed || inLeaderApproval,
active: true,
current: !(completed || inLeaderApproval)
},
{
index: 2,
label: '直属领导审批',
time: completed ? '已完成' : inLeaderApproval ? '进行中' : '待处理',
done: completed,
active: completed || inLeaderApproval,
current: !completed && inLeaderApproval
},
{
index: 3,
label: '审批完成',
time: completed ? '已完成' : '待处理',
done: completed,
active: completed,
current: false
}
]
}
return [ return [
{ index: 1, label: '创建单据', time: '已完成', done: true, active: true }, { index: 1, label: '创建单据', time: '已完成', done: true, active: true },
{ index: 2, label: '待提交', time: '进行中', active: true, current: true }, { index: 2, label: '待提交', time: '进行中', active: true, current: true },
@@ -143,6 +203,10 @@ export function buildFallbackProgressSteps() {
} }
export function buildFallbackExpenseItems(request) { export function buildFallbackExpenseItems(request) {
if (isApplicationDocumentRequest(request)) {
return []
}
return [ return [
buildExpenseItemViewModel({ buildExpenseItemViewModel({
id: 'fallback-1', id: 'fallback-1',
@@ -413,6 +477,10 @@ export function buildExpenseDraftIssues(item) {
} }
export function buildOptionalTravelReceiptRiskCards(requestModel, items) { export function buildOptionalTravelReceiptRiskCards(requestModel, items) {
if (isApplicationDocumentRequest(requestModel)) {
return []
}
const normalizedItems = Array.isArray(items) ? items : [] const normalizedItems = Array.isArray(items) ? items : []
const isTravelContext = const isTravelContext =
requestModel?.detailVariant === 'travel' || requestModel?.detailVariant === 'travel' ||

4
web/src/views/scripts/useTravelReimbursementComposerTools.js
View File

@@ -91,7 +91,7 @@ function stripBusinessTimePrefix(text) {
function resolveDestinationFromText(text) { function resolveDestinationFromText(text) {
const normalized = normalizeComposerText(text).replace(/\s+/g, '') const normalized = normalizeComposerText(text).replace(/\s+/g, '')
const targetMatch = normalized.match(/(?:去|到|赴|前往)([^，,。；;]+)/u) const targetMatch = normalized.match(/(?:出差|去|到|赴|前往)([^，,。；;]+)/u)
const targetText = String(targetMatch?.[1] || '').trim() const targetText = String(targetMatch?.[1] || '').trim()
if (!targetText) { if (!targetText) {
return '' return ''
@@ -117,7 +117,7 @@ function resolveTripDaysFromText(text, businessTimeContext) {
function resolveReasonFromText(text, destination) { function resolveReasonFromText(text, destination) {
let reason = normalizeComposerText(text) let reason = normalizeComposerText(text)
.replace(/^(?:去|到|赴|前往)\s*/u, '') .replace(/^(?:出差|去|到|赴|前往)\s*/u, '')
.trim() .trim()
if (destination && reason.startsWith(destination)) { if (destination && reason.startsWith(destination)) {

16
web/src/views/scripts/useTravelReimbursementFlow.js
View File

@@ -459,7 +459,21 @@ export function useTravelReimbursementFlow({
detail: '正在根据当前票据新建报销草稿...' detail: '正在根据当前票据新建报销草稿...'
} }
} }
const config = configs[reviewAction] || { const defaultConfigBySessionType = {
application: {
key: 'application-review-preview',
title: '申请信息核对',
tool: 'user_agent.application_review_preview',
detail: '正在整理申请事项和待补充信息...'
},
approval: {
key: 'approval-review-preview',
title: '审核信息核对',
tool: 'user_agent.approval_review_preview',
detail: '正在整理待审核单据、风险点和审核建议...'
}
}
const config = configs[reviewAction] || defaultConfigBySessionType[String(activeSessionType.value || '').trim()] || {
key: 'expense-review-preview', key: 'expense-review-preview',
title: '报销信息核对', title: '报销信息核对',
tool: 'user_agent.expense_review_preview', tool: 'user_agent.expense_review_preview',

86
web/src/views/scripts/useTravelReimbursementSessionState.js
View File

@@ -1,6 +1,6 @@
import { nextTick, ref } from 'vue' import { nextTick, ref } from 'vue'
import { clearUserConversations, fetchLatestConversation } from '../../services/orchestrator.js' import { fetchLatestConversation } from '../../services/orchestrator.js'
import { import {
clearAssistantSessionSnapshot, clearAssistantSessionSnapshot,
readAssistantSessionSnapshot, readAssistantSessionSnapshot,
@@ -11,8 +11,9 @@ import {
filterPersistableFilePreviews filterPersistableFilePreviews
} from './travelReimbursementAttachmentModel.js' } from './travelReimbursementAttachmentModel.js'
import { import {
ASSISTANT_SESSION_TYPES,
SESSION_TYPE_APPLICATION,
SESSION_TYPE_EXPENSE, SESSION_TYPE_EXPENSE,
SESSION_TYPE_KNOWLEDGE,
buildInitialInsightFromConversation, buildInitialInsightFromConversation,
buildWelcomeInsight, buildWelcomeInsight,
buildWelcomeQuickActions, buildWelcomeQuickActions,
@@ -20,6 +21,7 @@ import {
hasMeaningfulSessionMessages, hasMeaningfulSessionMessages,
normalizeInitialConversationMessages, normalizeInitialConversationMessages,
normalizeSnapshotMessages, normalizeSnapshotMessages,
normalizeAssistantSessionType,
resolveInitialConversationId, resolveInitialConversationId,
resolveInitialDraftClaimId, resolveInitialDraftClaimId,
resolveInitialSessionType, resolveInitialSessionType,
@@ -41,6 +43,10 @@ export function useTravelReimbursementSessionState({
scrollToBottom, scrollToBottom,
getSessionRuntimeRefs = () => ({}) getSessionRuntimeRefs = () => ({})
}) { }) {
function resolveDefaultSessionTypeFromEntry() {
return props.entrySource === 'application' ? SESSION_TYPE_APPLICATION : SESSION_TYPE_EXPENSE
}
function refreshWelcomeQuickActions(messages, sessionType) { function refreshWelcomeQuickActions(messages, sessionType) {
if (!Array.isArray(messages) || !messages.length) { if (!Array.isArray(messages) || !messages.length) {
return [] return []
@@ -58,8 +64,8 @@ export function useTravelReimbursementSessionState({
)) ))
} }
function buildConversationSessionState(conversation, fallbackSessionType = SESSION_TYPE_EXPENSE) { function buildConversationSessionState(conversation, fallbackSessionType = resolveDefaultSessionTypeFromEntry()) {
const sessionType = resolveInitialSessionType(conversation) || fallbackSessionType const sessionType = resolveInitialSessionType(conversation, fallbackSessionType)
const restoredMessages = refreshWelcomeQuickActions(normalizeInitialConversationMessages(conversation), sessionType) const restoredMessages = refreshWelcomeQuickActions(normalizeInitialConversationMessages(conversation), sessionType)
const initialInsight = buildInitialInsightFromConversation(conversation) const initialInsight = buildInitialInsightFromConversation(conversation)
const restoredReviewFilePreviews = buildReviewFilePreviewsFromMessages(restoredMessages) const restoredReviewFilePreviews = buildReviewFilePreviewsFromMessages(restoredMessages)
@@ -84,17 +90,18 @@ export function useTravelReimbursementSessionState({
} }
function buildEmptySessionState(sessionType) { function buildEmptySessionState(sessionType) {
const normalizedSessionType = normalizeAssistantSessionType(sessionType, resolveDefaultSessionTypeFromEntry())
return { return {
sessionType, sessionType: normalizedSessionType,
messages: [ messages: [
createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, sessionType, currentUser.value) createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, normalizedSessionType, currentUser.value)
], ],
conversationId: '', conversationId: '',
draftClaimId: '', draftClaimId: '',
currentInsight: buildWelcomeInsight( currentInsight: buildWelcomeInsight(
props.entrySource, props.entrySource,
linkedRequest.value, linkedRequest.value,
sessionType, normalizedSessionType,
currentUser.value currentUser.value
), ),
reviewFilePreviews: [], reviewFilePreviews: [],
@@ -107,13 +114,16 @@ export function useTravelReimbursementSessionState({
} }
} }
function buildPersistedSessionState(snapshot, fallbackSessionType = SESSION_TYPE_EXPENSE) { function buildPersistedSessionState(snapshot, fallbackSessionType = resolveDefaultSessionTypeFromEntry()) {
const state = snapshot?.state && typeof snapshot.state === 'object' ? snapshot.state : null const state = snapshot?.state && typeof snapshot.state === 'object' ? snapshot.state : null
if (!state) { if (!state) {
return null return null
} }
const sessionType = String(state.sessionType || snapshot.sessionType || fallbackSessionType || '').trim() || SESSION_TYPE_EXPENSE const sessionType = normalizeAssistantSessionType(
state.sessionType || snapshot.sessionType || fallbackSessionType,
fallbackSessionType
)
const restoredMessages = refreshWelcomeQuickActions(normalizeSnapshotMessages(state.messages), sessionType) const restoredMessages = refreshWelcomeQuickActions(normalizeSnapshotMessages(state.messages), sessionType)
if ( if (
!hasMeaningfulSessionMessages(restoredMessages) !hasMeaningfulSessionMessages(restoredMessages)
@@ -148,13 +158,16 @@ export function useTravelReimbursementSessionState({
return String(user.username || user.name || 'anonymous').trim() || 'anonymous' return String(user.username || user.name || 'anonymous').trim() || 'anonymous'
} }
const initialSessionType = resolveInitialSessionType(props.initialConversation) const defaultInitialSessionType = resolveDefaultSessionTypeFromEntry()
const initialSessionType = props.initialConversation
? resolveInitialSessionType(props.initialConversation, defaultInitialSessionType)
: defaultInitialSessionType
const shouldPersistLocalSnapshot = props.entrySource !== 'detail' const shouldPersistLocalSnapshot = props.entrySource !== 'detail'
const conversationInitialState = props.initialConversation const conversationInitialState = props.initialConversation
? buildConversationSessionState(props.initialConversation, initialSessionType) ? buildConversationSessionState(props.initialConversation, initialSessionType)
: buildEmptySessionState(initialSessionType) : buildEmptySessionState(initialSessionType)
const canRestorePersistedInitialState = const canRestorePersistedInitialState =
props.entrySource === 'workbench' shouldPersistLocalSnapshot
&& !String(props.initialPrompt || '').trim() && !String(props.initialPrompt || '').trim()
&& !props.initialFiles.length && !props.initialFiles.length
const persistedInitialSnapshot = readAssistantSessionSnapshot(resolveCurrentUserId(), initialSessionType) const persistedInitialSnapshot = readAssistantSessionSnapshot(resolveCurrentUserId(), initialSessionType)
@@ -174,21 +187,22 @@ export function useTravelReimbursementSessionState({
const conversationId = ref(initialSessionState.conversationId) const conversationId = ref(initialSessionState.conversationId)
const draftClaimId = ref(initialSessionState.draftClaimId) const draftClaimId = ref(initialSessionState.draftClaimId)
const reviewFilePreviews = ref(initialSessionState.reviewFilePreviews) const reviewFilePreviews = ref(initialSessionState.reviewFilePreviews)
const sessionSnapshots = ref({ const sessionSnapshots = ref(
[SESSION_TYPE_EXPENSE]: null, ASSISTANT_SESSION_TYPES.reduce((result, sessionType) => {
[SESSION_TYPE_KNOWLEDGE]: null result[sessionType] = null
}) return result
}, {})
)
const currentInsight = ref(initialSessionState.currentInsight) const currentInsight = ref(initialSessionState.currentInsight)
const composerUploadIntent = ref(String(initialSessionState.composerUploadIntent || '').trim()) const composerUploadIntent = ref(String(initialSessionState.composerUploadIntent || '').trim())
const guidedFlowState = ref(normalizeGuidedFlowState(initialSessionState.guidedFlowState)) const guidedFlowState = ref(normalizeGuidedFlowState(initialSessionState.guidedFlowState))
const insightPanelCollapsed = ref(false) const insightPanelCollapsed = ref(false)
const sessionSwitchBusy = ref(false) const sessionSwitchBusy = ref(false)
let knowledgeSessionResetPromise = Promise.resolve()
function buildPersistableSessionState(sessionState) { function buildPersistableSessionState(sessionState) {
const state = sessionState || captureCurrentSessionState() const state = sessionState || captureCurrentSessionState()
return { return {
sessionType: state.sessionType || SESSION_TYPE_EXPENSE, sessionType: normalizeAssistantSessionType(state.sessionType, resolveDefaultSessionTypeFromEntry()),
messages: serializeSessionMessages(state.messages), messages: serializeSessionMessages(state.messages),
conversationId: String(state.conversationId || '').trim(), conversationId: String(state.conversationId || '').trim(),
draftClaimId: String(state.draftClaimId || '').trim(), draftClaimId: String(state.draftClaimId || '').trim(),
@@ -244,7 +258,7 @@ export function useTravelReimbursementSessionState({
function applySessionState(sessionState) { function applySessionState(sessionState) {
const runtimeRefs = getSessionRuntimeRefs() const runtimeRefs = getSessionRuntimeRefs()
const nextState = sessionState || buildEmptySessionState(activeSessionType.value) const nextState = sessionState || buildEmptySessionState(activeSessionType.value)
activeSessionType.value = nextState.sessionType || SESSION_TYPE_EXPENSE activeSessionType.value = normalizeAssistantSessionType(nextState.sessionType, resolveDefaultSessionTypeFromEntry())
messages.value = Array.isArray(nextState.messages) && nextState.messages.length messages.value = Array.isArray(nextState.messages) && nextState.messages.length
? nextState.messages ? nextState.messages
: [ : [
@@ -287,38 +301,18 @@ export function useTravelReimbursementSessionState({
} }
async function loadLatestSessionState(targetSessionType) { async function loadLatestSessionState(targetSessionType) {
const payload = await fetchLatestConversation(resolveCurrentUserId(), targetSessionType, { const normalizedTarget = normalizeAssistantSessionType(targetSessionType, resolveDefaultSessionTypeFromEntry())
preferRecoverable: targetSessionType === SESSION_TYPE_EXPENSE const payload = await fetchLatestConversation(resolveCurrentUserId(), normalizedTarget, {
preferRecoverable: normalizedTarget === SESSION_TYPE_EXPENSE
}) })
if (payload?.found && payload.conversation) { if (payload?.found && payload.conversation) {
return buildConversationSessionState(payload.conversation, targetSessionType) return buildConversationSessionState(payload.conversation, normalizedTarget)
} }
return buildEmptySessionState(targetSessionType) return buildEmptySessionState(normalizedTarget)
}
function resetKnowledgeSessionSnapshot() {
const emptyKnowledgeState = buildEmptySessionState(SESSION_TYPE_KNOWLEDGE)
sessionSnapshots.value[SESSION_TYPE_KNOWLEDGE] = emptyKnowledgeState
if (activeSessionType.value === SESSION_TYPE_KNOWLEDGE) {
applySessionState(emptyKnowledgeState)
}
}
function clearKnowledgeSessionOnEntry() {
resetKnowledgeSessionSnapshot()
knowledgeSessionResetPromise = clearUserConversations(resolveCurrentUserId(), SESSION_TYPE_KNOWLEDGE)
.catch((error) => {
console.warn('Failed to clear knowledge session on entry:', error)
})
.finally(() => {
resetKnowledgeSessionSnapshot()
})
return knowledgeSessionResetPromise
} }
async function switchSessionType(targetSessionType) { async function switchSessionType(targetSessionType) {
const normalizedTarget = String(targetSessionType || '').trim() || SESSION_TYPE_EXPENSE const normalizedTarget = normalizeAssistantSessionType(targetSessionType, resolveDefaultSessionTypeFromEntry())
if (normalizedTarget === activeSessionType.value || sessionSwitchBusy.value) { if (normalizedTarget === activeSessionType.value || sessionSwitchBusy.value) {
return return
} }
@@ -338,7 +332,7 @@ export function useTravelReimbursementSessionState({
const emptyState = buildEmptySessionState(normalizedTarget) const emptyState = buildEmptySessionState(normalizedTarget)
sessionSnapshots.value[normalizedTarget] = emptyState sessionSnapshots.value[normalizedTarget] = emptyState
applySessionState(emptyState) applySessionState(emptyState)
toast(error?.message || '?????????????????') toast(error?.message || '切换助手失败，请稍后重试。')
} finally { } finally {
sessionSwitchBusy.value = false sessionSwitchBusy.value = false
} }
@@ -368,8 +362,6 @@ export function useTravelReimbursementSessionState({
captureCurrentSessionState, captureCurrentSessionState,
applySessionState, applySessionState,
loadLatestSessionState, loadLatestSessionState,
resetKnowledgeSessionSnapshot,
clearKnowledgeSessionOnEntry,
switchSessionType switchSessionType
} }
} }

38
web/src/views/scripts/useTravelReimbursementSubmitComposer.js
View File

@@ -3,6 +3,7 @@ import {
buildAttachmentAssociationConfirmationMessage, buildAttachmentAssociationConfirmationMessage,
buildUnsavedDraftAttachmentConfirmationMessage buildUnsavedDraftAttachmentConfirmationMessage
} from './travelReimbursementAttachmentModel.js' } from './travelReimbursementAttachmentModel.js'
import { resolveAssistantScopeGuard } from '../../utils/assistantSessionScope.js'
export function useTravelReimbursementSubmitComposer(ctx) { export function useTravelReimbursementSubmitComposer(ctx) {
const { const {
@@ -238,6 +239,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
function buildBackendMessage(rawText, fileNames, ocrSummary = '') { function buildBackendMessage(rawText, fileNames, ocrSummary = '') {
const parts = [] const parts = []
const normalizedText = String(rawText || '').trim() const normalizedText = String(rawText || '').trim()
const sessionType = String(activeSessionType.value || '').trim()
if (normalizedText) { if (normalizedText) {
parts.push(normalizedText) parts.push(normalizedText)
@@ -245,7 +247,11 @@ export function useTravelReimbursementSubmitComposer(ctx) {
parts.push( parts.push(
isKnowledgeSession.value isKnowledgeSession.value
? `我上传了 ${fileNames.length} 份附件，请结合附件名称回答财务相关问题。` ? `我上传了 ${fileNames.length} 份附件，请结合附件名称回答财务相关问题。`
: `我上传了 ${fileNames.length} 份票据，请结合附件名称给出报销建议并整理待核对信息。` : sessionType === 'application'
? `我上传了 ${fileNames.length} 份附件，请结合附件名称整理费用申请建议和待核对信息。`
: sessionType === 'approval'
? `我上传了 ${fileNames.length} 份附件，请结合附件名称整理审核风险和处理建议。`
: `我上传了 ${fileNames.length} 份票据，请结合附件名称给出报销建议并整理待核对信息。`
) )
} }
@@ -358,6 +364,30 @@ export function useTravelReimbursementSubmitComposer(ctx) {
? `新上传 ${fileNames.length} 份票据，请单独建立报销单。` ? `新上传 ${fileNames.length} 份票据，请单独建立报销单。`
: `我上传了 ${fileNames.length} 份票据，请帮我识别并整理报销建议。`) : `我上传了 ${fileNames.length} 份票据，请帮我识别并整理报销建议。`)
const scopeGuard = resolveAssistantScopeGuard(rawText, activeSessionType.value, {
attachmentCount: files.length,
hasActiveReviewPayload: Boolean(activeReviewPayload.value),
reviewAction
})
if (scopeGuard && !systemGenerated && !reviewAction && !options.skipScopeGuard) {
if (!options.skipUserMessage) {
messages.value.push(createMessage('user', userText, fileNames))
}
messages.value.push(createMessage('assistant', scopeGuard.text, [], {
meta: scopeGuard.meta,
suggestedActions: scopeGuard.suggestedActions
}))
composerDraft.value = ''
composerBusinessTimeTags.value = []
composerBusinessTimeDraftTouched.value = false
nextTick(() => {
adjustComposerTextareaHeight()
scrollToBottom()
})
persistSessionState()
return null
}
const hasUnsavedReviewDraft = Boolean( const hasUnsavedReviewDraft = Boolean(
!isKnowledgeSession.value && !isKnowledgeSession.value &&
files.length && files.length &&
@@ -521,7 +551,11 @@ export function useTravelReimbursementSubmitComposer(ctx) {
options.pendingText || ( options.pendingText || (
isKnowledgeSession.value isKnowledgeSession.value
? '正在整理财务知识答案...' ? '正在整理财务知识答案...'
: '正在识别并整理右侧核对信息...' : activeSessionType.value === 'application'
? '正在识别并整理申请核对信息...'
: activeSessionType.value === 'approval'
? '正在查询审核上下文并整理风险提示...'
: '正在识别并整理右侧核对信息...'
), ),
[], [],
{ {

26
web/tests/app-shell-detail-alerts.test.mjs
View File

@@ -98,3 +98,29 @@ test('detail topbar still flags real manual rows without required ticket info',
assert.equal(hasPendingInfo(request), true) assert.equal(hasPendingInfo(request), true)
assert.deepEqual(alerts, ['待提交', '缺少票据', '待补信息']) assert.deepEqual(alerts, ['待提交', '缺少票据', '待补信息'])
}) })
test('application detail topbar does not ask for receipt attachments', () => {
const request = {
id: 'APP-20260525-ABC123',
claimNo: 'APP-20260525-ABC123',
documentTypeCode: 'application',
node: '直属领导审批',
approvalKey: 'in_progress',
typeCode: 'travel_application',
typeLabel: '差旅费用申请',
reason: '支撑国网服务器上线部署',
location: '上海',
city: '上海',
occurredDisplay: '2026-05-25 ~ 2026-05-28',
amountValue: 12000,
attachmentSummary: '申请单',
secondaryStatusValue: '已进入审批流程',
expenseItems: []
}
const alerts = buildDetailAlerts(request).map((item) => item.label)
assert.equal(hasMissingAttachment(request), false)
assert.equal(alerts.includes('缺少票据'), false)
assert.deepEqual(alerts, ['直属领导审批'])
})

71
web/tests/app-shell-financial-assistant-entry.test.mjs Normal file
View File

@@ -0,0 +1,71 @@
import assert from 'node:assert/strict'
import { readFileSync } from 'node:fs'
import test from 'node:test'
import { fileURLToPath } from 'node:url'
import {
SESSION_TYPE_APPLICATION,
SESSION_TYPE_EXPENSE,
SESSION_TYPE_KNOWLEDGE,
buildWelcomeInsight,
buildWelcomeMessage
} from '../src/views/scripts/travelReimbursementConversationModel.js'
const appShellRouteView = readFileSync(
fileURLToPath(new URL('../src/views/AppShellRouteView.vue', import.meta.url)),
'utf8'
)
const appShellComposable = readFileSync(
fileURLToPath(new URL('../src/composables/useAppShell.js', import.meta.url)),
'utf8'
)
const assistantScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/TravelReimbursementCreateView.js', import.meta.url)),
'utf8'
)
const assistantTemplate = readFileSync(
fileURLToPath(new URL('../src/views/TravelReimbursementCreateView.vue', import.meta.url)),
'utf8'
)
test('application and reimbursement entries open the same financial assistant modal', () => {
assert.match(appShellRouteView, /<TravelReimbursementCreateView[\s\S]*:entry-source="smartEntryContext\.source"/)
assert.match(appShellRouteView, /@create-request="openTravelCreate"/)
assert.match(appShellRouteView, /@create-application="openExpenseApplicationCreate"/)
assert.match(appShellRouteView, /@new-application="openExpenseApplicationCreate"/)
assert.doesNotMatch(appShellRouteView, /ExpenseApplicationDialog/)
})
test('application entry keeps its own assistant source without creating a separate dialog', () => {
assert.match(appShellComposable, /const SMART_ENTRY_SOURCE_APPLICATION = 'application'/)
assert.match(appShellComposable, /function openExpenseApplicationCreate\(\) \{[\s\S]*openFinancialAssistantCreate\(SMART_ENTRY_SOURCE_APPLICATION\)/)
assert.match(appShellComposable, /function openTravelCreate\(\) \{[\s\S]*openFinancialAssistantCreate\(SMART_ENTRY_SOURCE_REIMBURSEMENT\)/)
assert.match(appShellComposable, /openExpenseApplicationCreate,/)
assert.match(assistantScript, /activeSessionType\.value === SESSION_TYPE_APPLICATION[\s\S]*我想先申请一笔差旅费用/)
})
test('financial assistant toolbar renders four isolated assistant sessions', () => {
assert.match(assistantScript, /ASSISTANT_SESSION_MODE_OPTIONS\.map/)
assert.match(assistantScript, /targetSessionType:\s*mode\.key/)
assert.match(assistantScript, /active:\s*mode\.key === activeSessionType\.value/)
assert.match(assistantTemplate, /:class="\{ active: shortcut\.active \}"/)
assert.match(assistantTemplate, /:aria-pressed="shortcut\.active \? 'true' : 'false'"/)
assert.match(assistantTemplate, /:disabled="shortcut\.active \|\| submitting/)
})
test('financial assistant welcome copy differentiates application intent from reimbursement entry', () => {
const user = { name: '李文静', username: 'wenjing.li', grade: 'P5' }
const applicationWelcome = buildWelcomeMessage('application', null, SESSION_TYPE_APPLICATION, user)
const reimbursementWelcome = buildWelcomeMessage('topbar', null, SESSION_TYPE_EXPENSE, user)
const knowledgeWelcome = buildWelcomeMessage('topbar', null, SESSION_TYPE_KNOWLEDGE, user)
const applicationInsight = buildWelcomeInsight('application', null, SESSION_TYPE_APPLICATION, user)
assert.match(applicationWelcome, /申请助手/)
assert.match(applicationWelcome, /费用申请、报销申请还是其他财务事项/)
assert.match(reimbursementWelcome, /报销助手/)
assert.match(reimbursementWelcome, /报销发起、票据识别、草稿归集、报销信息核对/)
assert.match(knowledgeWelcome, /财务知识助手/)
assert.notEqual(applicationWelcome, reimbursementWelcome)
assert.equal(applicationInsight.metricValue, '申请助手')
assert.equal(applicationInsight.title, '申请助手')
})

4
web/tests/assistant-session-draft-delete.test.mjs
View File

@@ -90,12 +90,12 @@ test('saving a draft keeps the financial assistant open for continued work', ()
assert.ok(handleDraftSavedBlock) assert.ok(handleDraftSavedBlock)
assert.match(handleDraftSavedBlock, /if \(status === 'submitted'\) \{[\s\S]*smartEntryOpen\.value = false/) assert.match(handleDraftSavedBlock, /if \(status === 'submitted'\) \{[\s\S]*smartEntryOpen\.value = false/)
assert.match(handleDraftSavedBlock, /if \(status === 'submitted'\) \{[\s\S]*router\.push\(\{ name: 'app-requests' \}\)/) assert.match(handleDraftSavedBlock, /if \(status === 'submitted'\) \{[\s\S]*router\.push\(\{ name: activeView\.value === 'documents' \? 'app-documents' : 'app-requests' \}\)/)
assert.match(handleDraftSavedBlock, /return[\s\S]*单据已保存为草稿，可继续上传票据或补充信息。/) assert.match(handleDraftSavedBlock, /return[\s\S]*单据已保存为草稿，可继续上传票据或补充信息。/)
const draftSuccessIndex = handleDraftSavedBlock.indexOf('单据已保存为草稿，可继续上传票据或补充信息。') const draftSuccessIndex = handleDraftSavedBlock.indexOf('单据已保存为草稿，可继续上传票据或补充信息。')
assert.equal(handleDraftSavedBlock.indexOf('smartEntryOpen.value = false', draftSuccessIndex), -1) assert.equal(handleDraftSavedBlock.indexOf('smartEntryOpen.value = false', draftSuccessIndex), -1)
assert.equal(handleDraftSavedBlock.indexOf("router.push({ name: 'app-requests' })", draftSuccessIndex), -1) assert.equal(handleDraftSavedBlock.indexOf("router.push({ name: activeView.value === 'documents' ? 'app-documents' : 'app-requests' })", draftSuccessIndex), -1)
}) })
test('detail smart entry is scoped to the current claim instead of the latest conversation', () => { test('detail smart entry is scoped to the current claim instead of the latest conversation', () => {

43
web/tests/assistant-suggested-action-prefill.test.mjs Normal file
View File

@@ -0,0 +1,43 @@
import assert from 'node:assert/strict'
import test from 'node:test'
import {
mergeComposerPrefill,
resolveSuggestedActionPrefill
} from '../src/utils/assistantSuggestedActionPrefill.js'
test('suggested action prefill uses backend prompt payload', () => {
assert.equal(
resolveSuggestedActionPrefill({
action_type: 'prefill_composer',
payload: {
application_field: 'time',
prompt_prefill: '申请时间段：'
}
}),
'申请时间段：'
)
})
test('suggested action prefill falls back to application field templates', () => {
assert.equal(
resolveSuggestedActionPrefill({
action_type: 'prefill_composer',
payload: { application_field: 'amount' }
}),
'预计总费用：'
)
assert.equal(
resolveSuggestedActionPrefill({
action_type: 'ask_clarification',
payload: { application_field: 'amount' }
}),
''
)
})
test('composer prefill appends to existing draft without duplication', () => {
assert.equal(mergeComposerPrefill('', '事由：'), '事由：')
assert.equal(mergeComposerPrefill('地点：上海', '事由：'), '地点：上海\n事由：')
assert.equal(mergeComposerPrefill('地点：上海\n事由：', '事由：'), '地点：上海\n事由：')
})

60
web/tests/document-center-new-state.test.mjs Normal file
View File

@@ -0,0 +1,60 @@
import assert from 'node:assert/strict'
import test from 'node:test'
import {
countNewDocuments,
isNewDocument,
markDocumentViewed,
readDocumentScope,
readViewedDocumentKeys,
resolveDocumentNewKey,
writeDocumentScope
} from '../src/utils/documentCenterNewState.js'
function createMemoryStorage(initial = {}) {
const store = new Map(Object.entries(initial))
return {
getItem(key) {
return store.has(key) ? store.get(key) : null
},
setItem(key, value) {
store.set(key, value)
}
}
}
test('document center new state resolves source scoped document keys', () => {
assert.equal(resolveDocumentNewKey({ source: 'archive', claimId: 'claim-1' }), 'archive:claim-1')
assert.equal(resolveDocumentNewKey({ source: 'approval', documentNo: 'EXP-1' }), 'approval:EXP-1')
})
test('document center new state counts unseen documents and persists viewed rows', () => {
const storage = createMemoryStorage()
const rows = [
{ source: 'archive', claimId: 'claim-1' },
{ source: 'archive', claimId: 'claim-2' }
]
let viewedKeys = readViewedDocumentKeys(storage)
assert.equal(countNewDocuments(rows, viewedKeys), 2)
assert.equal(isNewDocument(rows[0], viewedKeys), true)
viewedKeys = markDocumentViewed(rows[0], viewedKeys, storage)
assert.equal(countNewDocuments(rows, viewedKeys), 1)
assert.equal(isNewDocument(rows[0], viewedKeys), false)
assert.deepEqual([...readViewedDocumentKeys(storage)], ['archive:claim-1'])
})
test('document center scope state restores only allowed tabs', () => {
const storage = createMemoryStorage()
const scopes = ['全部', '申请单', '报销单', '审核单', '归档']
assert.equal(readDocumentScope('全部', scopes, storage), '全部')
writeDocumentScope('归档', scopes, storage)
assert.equal(readDocumentScope('全部', scopes, storage), '归档')
writeDocumentScope('不存在', scopes, storage)
assert.equal(readDocumentScope('全部', scopes, storage), '归档')
})

86
web/tests/documents-center-status-filter.test.mjs
View File

@@ -25,24 +25,28 @@ test('documents center keeps only the top scope tabs and renders status as a dro
assert.match(documentsCenterView, /@click="selectStatusTab\(option\.value\)"/) assert.match(documentsCenterView, /@click="selectStatusTab\(option\.value\)"/)
}) })
test('documents center top tabs start from application and show document category labels', () => { test('documents center top tabs start from all and show document category labels', () => {
assert.doesNotMatch(documentsCenterView, /const DOCUMENT_SCOPE_ALL = '全部'/) assert.match(documentsCenterView, /const DOCUMENT_SCOPE_ALL = '全部'/)
assert.match(documentsCenterView, /const DOCUMENT_SCOPE_APPLICATION = '申请单'/) assert.match(documentsCenterView, /const DOCUMENT_SCOPE_APPLICATION = '申请单'/)
assert.match(documentsCenterView, /const DOCUMENT_SCOPE_REIMBURSEMENT = '报销单'/) assert.match(documentsCenterView, /const DOCUMENT_SCOPE_REIMBURSEMENT = '报销单'/)
assert.match(documentsCenterView, /const DOCUMENT_SCOPE_REVIEW = '审核单'/) assert.match(documentsCenterView, /const DOCUMENT_SCOPE_REVIEW = '审核单'/)
assert.match(documentsCenterView, /const DOCUMENT_SCOPE_ARCHIVE = '归档'/) assert.match(documentsCenterView, /const DOCUMENT_SCOPE_ARCHIVE = '归档'/)
assert.match(documentsCenterView, /const activeScopeTab = ref\(DOCUMENT_SCOPE_APPLICATION\)/) assert.match(documentsCenterView, /const activeScopeTab = ref\(readDocumentScope\(DOCUMENT_SCOPE_ALL, scopeTabs\)\)/)
assert.match( assert.match(
documentsCenterView, documentsCenterView,
/const scopeTabs = \[[\s\S]*DOCUMENT_SCOPE_APPLICATION[\s\S]*DOCUMENT_SCOPE_REIMBURSEMENT[\s\S]*DOCUMENT_SCOPE_REVIEW[\s\S]*DOCUMENT_SCOPE_ARCHIVE[\s\S]*\]/ /const scopeTabs = \[[\s\S]*DOCUMENT_SCOPE_ALL[\s\S]*DOCUMENT_SCOPE_APPLICATION[\s\S]*DOCUMENT_SCOPE_REIMBURSEMENT[\s\S]*DOCUMENT_SCOPE_REVIEW[\s\S]*DOCUMENT_SCOPE_ARCHIVE[\s\S]*\]/
) )
assert.doesNotMatch(documentsCenterView, /DOCUMENT_SCOPE_ALL/)
}) })
test('documents center category tabs map to the intended row sources', () => { test('documents center category tabs map to the intended row sources', () => {
assert.match(documentsCenterView, /const nonArchivedRows = computed\(\(\) => mergeDocumentRows\(\[\.\.\.ownedRows\.value, \.\.\.approvalRows\.value\]\)\)/)
assert.match( assert.match(
documentsCenterView, documentsCenterView,
/activeScopeTab\.value === DOCUMENT_SCOPE_APPLICATION[\s\S]*row\.documentTypeCode === DOCUMENT_TYPE_APPLICATION/ /activeScopeTab\.value === DOCUMENT_SCOPE_ALL[\s\S]*return nonArchivedRows\.value/
)
assert.match(
documentsCenterView,
/activeScopeTab\.value === DOCUMENT_SCOPE_APPLICATION[\s\S]*nonArchivedRows\.value\.filter\(\(row\) => row\.documentTypeCode === DOCUMENT_TYPE_APPLICATION/
) )
assert.match( assert.match(
documentsCenterView, documentsCenterView,
@@ -56,7 +60,22 @@ test('documents center category tabs map to the intended row sources', () => {
documentsCenterView, documentsCenterView,
/activeScopeTab\.value === DOCUMENT_SCOPE_ARCHIVE[\s\S]*return archiveRows\.value/ /activeScopeTab\.value === DOCUMENT_SCOPE_ARCHIVE[\s\S]*return archiveRows\.value/
) )
assert.match(documentsCenterView, /return allSummaryRows\.value\.filter\(\(row\) => row\.documentTypeCode === DOCUMENT_TYPE_APPLICATION\)/) assert.match(documentsCenterView, /return nonArchivedRows\.value/)
})
test('documents center preserves application document type from mapped requests', () => {
assert.match(
documentsCenterView,
/const documentTypeCode = normalized\.documentTypeCode \|\| DOCUMENT_TYPE_REIMBURSEMENT/
)
assert.match(
documentsCenterView,
/documentTypeCode === DOCUMENT_TYPE_APPLICATION \? '申请单' : '报销单'/
)
assert.doesNotMatch(
documentsCenterView,
/documentTypeCode:\s*DOCUMENT_TYPE_REIMBURSEMENT,[\s\S]*documentTypeLabel:\s*'报销单'/
)
}) })
test('documents center list shows created time and conditional stay time columns', () => { test('documents center list shows created time and conditional stay time columns', () => {
@@ -91,25 +110,70 @@ test('documents center action buttons are scoped to application and reimbursemen
}) })
test('documents center category tabs render bubble counts for new documents', () => { test('documents center category tabs render bubble counts for new documents', () => {
assert.match(documentsCenterView, /readViewedDocumentKeys/)
assert.match(documentsCenterView, /const viewedDocumentKeys = ref\(readViewedDocumentKeys\(\)\)/)
assert.match(documentsCenterView, /v-for="tab in scopeTabItems"/) assert.match(documentsCenterView, /v-for="tab in scopeTabItems"/)
assert.match(documentsCenterView, /<span v-if="tab\.badgeCount > 0" class="scope-tab-badge"/) assert.match(documentsCenterView, /<span v-if="tab\.badgeCount > 0" class="scope-tab-badge"/)
assert.match(documentsCenterView, /tab\.badgeCount > 99 \? '99\+' : tab\.badgeCount/) assert.match(documentsCenterView, /tab\.badgeCount > 99 \? '99\+' : tab\.badgeCount/)
assert.match(documentsCenterView, /const scopeNewCountMap = computed\(\(\) => \(\{/) assert.match(documentsCenterView, /const scopeNewCountMap = computed\(\(\) => \(\{/)
assert.match(documentsCenterView, /\[DOCUMENT_SCOPE_ALL\]: countNewDocuments\(nonArchivedRows\.value, viewedDocumentKeys\.value\)/)
assert.match( assert.match(
documentsCenterView, documentsCenterView,
/\[DOCUMENT_SCOPE_REIMBURSEMENT\]: ownedRows\.value\.filter\(\(row\) => row\.documentTypeCode === DOCUMENT_TYPE_REIMBURSEMENT\)\.length/ /\[DOCUMENT_SCOPE_APPLICATION\]: countNewDocuments\(nonArchivedRows\.value\.filter\(\(row\) => row\.documentTypeCode === DOCUMENT_TYPE_APPLICATION\), viewedDocumentKeys\.value\)/
) )
assert.match(documentsCenterView, /\[DOCUMENT_SCOPE_REVIEW\]: approvalRows\.value\.length/) assert.match(
assert.match(documentsCenterView, /\[DOCUMENT_SCOPE_ARCHIVE\]: archiveRows\.value\.length/) documentsCenterView,
/\[DOCUMENT_SCOPE_REIMBURSEMENT\]: countNewDocuments\(ownedRows\.value\.filter\(\(row\) => row\.documentTypeCode === DOCUMENT_TYPE_REIMBURSEMENT\), viewedDocumentKeys\.value\)/
)
assert.match(documentsCenterView, /\[DOCUMENT_SCOPE_REVIEW\]: countNewDocuments\(approvalRows\.value, viewedDocumentKeys\.value\)/)
assert.match(documentsCenterView, /\[DOCUMENT_SCOPE_ARCHIVE\]: countNewDocuments\(archiveRows\.value, viewedDocumentKeys\.value\)/)
assert.match( assert.match(
documentsCenterView, documentsCenterView,
/const scopeTabItems = computed\(\(\) =>[\s\S]*badgeCount: scopeNewCountMap\.value\[tab\] \|\| 0/ /const scopeTabItems = computed\(\(\) =>[\s\S]*badgeCount: scopeNewCountMap\.value\[tab\] \|\| 0/
) )
}) })
test('documents center rows show NEW marker until the row is opened', () => {
assert.match(documentsCenterView, /<span v-if="row\.isNewDocument" class="new-document-badge">NEW<\/span>/)
assert.match(documentsCenterView, /isNewDocument: isNewDocument\(/)
assert.match(
documentsCenterView,
/function openDocument\(row\) \{[\s\S]*writeDocumentScope\(activeScopeTab\.value, scopeTabs\)[\s\S]*viewedDocumentKeys\.value = markDocumentViewed\(row, viewedDocumentKeys\.value\)[\s\S]*emit\('open-document', row\.rawRequest \|\| row\)/
)
assert.match(documentsCenterStyles, /\.new-document-badge\s*\{[\s\S]*background:\s*#fff5f5;/)
assert.match(documentsCenterStyles, /\.new-document-badge\s*\{[\s\S]*border:\s*1px solid #fecaca;/)
assert.match(documentsCenterStyles, /\.new-document-badge::before\s*\{[\s\S]*background:\s*#ef4444;/)
assert.doesNotMatch(documentsCenterStyles, /newDocumentPulse/)
})
test('documents center empty states stay emerald across all scope tabs', () => {
const emptyStateBlock = documentsCenterView.match(/const emptyState = computed\(\(\) => \{[\s\S]*?\n\}\)/)?.[0] || ''
assert.match(emptyStateBlock, /eyebrow: '申请单'[\s\S]*tone: 'emerald'/)
assert.match(emptyStateBlock, /title: filtered \? '没有符合当前条件的单据'[\s\S]*tone: 'emerald'/)
assert.doesNotMatch(emptyStateBlock, /tone:\s*'sky'/)
assert.doesNotMatch(emptyStateBlock, /tone:\s*'slate'/)
assert.doesNotMatch(emptyStateBlock, /tone:\s*'amber'/)
})
test('documents center empty states do not render small action buttons', () => {
const emptyStateBlock = documentsCenterView.match(/const emptyState = computed\(\(\) => \{[\s\S]*?\n\}\)/)?.[0] || ''
assert.match(emptyStateBlock, /actionLabel:\s*''/)
assert.match(emptyStateBlock, /actionIcon:\s*''/)
assert.doesNotMatch(emptyStateBlock, /actionLabel:\s*filtered/)
assert.doesNotMatch(emptyStateBlock, /actionIcon:\s*filtered/)
assert.doesNotMatch(emptyStateBlock, /actionLabel:\s*'发起申请'/)
assert.doesNotMatch(emptyStateBlock, /actionLabel:\s*'发起报销'/)
assert.doesNotMatch(emptyStateBlock, /actionLabel:\s*'清空筛选'/)
})
test('documents center switches filter conditions by category tab', () => { test('documents center switches filter conditions by category tab', () => {
assert.match(documentsCenterView, /const FILTER_CONFIG_BY_SCOPE = \{/) assert.match(documentsCenterView, /const FILTER_CONFIG_BY_SCOPE = \{/)
assert.doesNotMatch(documentsCenterView, /\[DOCUMENT_SCOPE_ALL\]: \{/) assert.match(
documentsCenterView,
/\[DOCUMENT_SCOPE_ALL\]: \{[\s\S]*sceneFallbackLabel: '单据场景'[\s\S]*statusTitle: '单据状态'[\s\S]*showDocumentType: true/
)
assert.match( assert.match(
documentsCenterView, documentsCenterView,
/\[DOCUMENT_SCOPE_APPLICATION\]: \{[\s\S]*sceneFallbackLabel: '申请场景'[\s\S]*statusTitle: '申请状态'[\s\S]*showDocumentType: false/ /\[DOCUMENT_SCOPE_APPLICATION\]: \{[\s\S]*sceneFallbackLabel: '申请场景'[\s\S]*statusTitle: '申请状态'[\s\S]*showDocumentType: false/

69
web/tests/expense-application-ontology.test.mjs Normal file
View File

@@ -0,0 +1,69 @@
import assert from 'node:assert/strict'
import test from 'node:test'
import {
buildApplicationFieldsFromOntology,
expandApplicationTimeWithDays,
resolveApplicationReason,
resolveApplicationTimeRange,
resolvePromptField
} from '../src/utils/expenseApplicationOntology.js'
const structuredApplicationPrompt = [
'发生时间：2026-05-25',
'地点：上海',
'事由：支撑国网服务器部署',
'天数：3天'
].join('\n')
test('expense application fields use labeled reason and filter resolved missing slots', () => {
const fields = buildApplicationFieldsFromOntology(
{
scenario: 'expense',
intent: 'draft',
entities: [],
time_range: {},
missing_slots: ['time_range', 'location', 'reason', 'amount']
},
structuredApplicationPrompt,
{ name: '申请员工', departmentName: '交付部' }
)
assert.equal(fields.timeRange, '2026-05-25 至 2026-05-28')
assert.equal(fields.location, '上海')
assert.equal(fields.reason, '支撑国网服务器部署')
assert.deepEqual(
fields.missingSlots.map((item) => item.key),
['amount']
)
})
test('expense application prompt field parser supports multiline labels', () => {
assert.equal(resolvePromptField(structuredApplicationPrompt, ['事由']), '支撑国网服务器部署')
assert.equal(resolveApplicationReason(structuredApplicationPrompt), '支撑国网服务器部署')
})
test('expense application expands a single selected date with natural days', () => {
const prompt = [
'发生时间：2026-05-25',
'去上海出差3天，支撑国网服务器部署'
].join('\n')
assert.equal(expandApplicationTimeWithDays('2026-05-25', 3), '2026-05-25 至 2026-05-28')
assert.equal(resolveApplicationTimeRange({ time_range: {} }, prompt), '2026-05-25 至 2026-05-28')
})
test('expense application keeps explicit time range before applying days', () => {
assert.equal(
resolveApplicationTimeRange(
{
time_range: {
start_date: '2026-05-25',
end_date: '2026-05-27'
}
},
'去上海出差3天，支撑国网服务器部署'
),
'2026-05-25 至 2026-05-27'
)
})

46
web/tests/expense-application-submit-rich-confirm.test.mjs Normal file
View File

@@ -0,0 +1,46 @@
import assert from 'node:assert/strict'
import { readFileSync } from 'node:fs'
import test from 'node:test'
import { fileURLToPath } from 'node:url'
import { renderMarkdown } from '../src/utils/markdown.js'
const createViewTemplate = readFileSync(
fileURLToPath(new URL('../src/views/TravelReimbursementCreateView.vue', import.meta.url)),
'utf8'
)
const createViewScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/TravelReimbursementCreateView.js', import.meta.url)),
'utf8'
)
test('expense application submit uses rich text link and confirm dialog', () => {
const copy = '请核对上述信息无误，确认无误后 [确认](#application-submit) 提交至审批流程。'
const rendered = renderMarkdown(copy)
assert.match(
rendered,
/<a href="#application-submit" class="markdown-action-link markdown-action-link-confirm">确认<\/a>/
)
assert.match(createViewTemplate, /:open="applicationSubmitConfirmDialog\.open"/)
assert.match(createViewTemplate, /title="确认提交当前费用申请？"/)
assert.match(createViewTemplate, /description="提交后申请将进入领导审核流程，并同步纳入预算管理口径/)
assert.match(createViewTemplate, /@confirm="confirmApplicationSubmit"/)
assert.match(createViewScript, /const APPLICATION_SUBMIT_HREF = '#application-submit'/)
assert.match(
createViewScript,
/href === APPLICATION_SUBMIT_HREF[\s\S]*openApplicationSubmitConfirm\(message\)/
)
assert.match(
createViewScript,
/async function confirmApplicationSubmit\(\)[\s\S]*rawText: '确认提交'[\s\S]*systemGenerated: true/
)
assert.match(
createViewScript,
/applicationSubmitConfirmDialog\.value = \{[\s\S]*open: false,[\s\S]*message: null[\s\S]*\}[\s\S]*const payload = await submitComposer/
)
assert.match(
createViewScript,
/emit\('draft-saved', \{[\s\S]*status: 'submitted'[\s\S]*documentType: 'application'/
)
})

3
web/tests/personal-workbench-assistant.test.mjs
View File

@@ -11,7 +11,8 @@ const workbench = readFileSync(
test('workbench assistant greets the current employee without the old helper tag', () => { test('workbench assistant greets the current employee without the old helper tag', () => {
assert.doesNotMatch(workbench, /assistant-tag/) assert.doesNotMatch(workbench, /assistant-tag/)
assert.doesNotMatch(workbench, /AI 报销助手/) assert.doesNotMatch(workbench, /AI 报销助手/)
assert.match(workbench, /嗨，\{\{ assistantGreetingName \}\}，描述费用或上传票据，AI 直接帮你判断怎么报/) assert.match(workbench, /嗨，\{\{ assistantGreetingName \}\}，描述您想做的事，AI 会直接帮您处理/)
assert.match(workbench, /我会自动识别您的意图，协助完成费用申请、报销、查询和制度问答等业务工作/)
assert.match(workbench, /const assistantGreetingName = computed/) assert.match(workbench, /const assistantGreetingName = computed/)
assert.match(workbench, /user\.name/) assert.match(workbench, /user\.name/)
}) })

9
web/tests/reimbursementTextInference.test.mjs
View File

@@ -79,6 +79,15 @@ test('business activity without expense intent asks for reimbursement confirmati
assert.equal(shouldRequestExpenseSceneSelection(businessMessage), false) assert.equal(shouldRequestExpenseSceneSelection(businessMessage), false)
}) })
test('non-reimbursement assistant sessions do not trigger reimbursement scene selection', () => {
const ambiguousMessage = '业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销'
assert.equal(shouldRequestExpenseSceneSelection(ambiguousMessage, { sessionType: 'application' }), false)
assert.equal(shouldRequestExpenseIntentConfirmation('去上海电力支撑项目部署', { sessionType: 'approval' }), false)
assert.match(buildLocalIntentPreview(ambiguousMessage, 'application'), /费用申请事项/)
assert.match(buildLocalIntentPreview('查一下待我审核的单据', 'approval'), /审核处理事项/)
})
test('explicit technical operation does not ask for reimbursement confirmation', () => { test('explicit technical operation does not ask for reimbursement confirmation', () => {
const operationMessage = '去上海电力支撑项目部署，帮我整理服务器部署步骤' const operationMessage = '去上海电力支撑项目部署，帮我整理服务器部署步骤'

77
web/tests/requestProgressSteps.test.mjs
View File

@@ -3,6 +3,83 @@ import test from 'node:test'
import { mapExpenseClaimToRequest } from '../src/composables/useRequests.js' import { mapExpenseClaimToRequest } from '../src/composables/useRequests.js'
test('application claims are mapped as application documents', () => {
const request = mapExpenseClaimToRequest({
id: 'claim-application-1',
claim_no: 'APP-20260525-ABC123',
employee_name: '张三',
department_name: '交付部',
expense_type: 'travel_application',
reason: '支撑国网服务器上线部署',
location: '上海',
amount: 12000,
invoice_count: 0,
occurred_at: '2026-05-25T00:00:00.000Z',
submitted_at: '2026-05-25T02:00:00.000Z',
created_at: '2026-05-25T01:30:00.000Z',
updated_at: '2026-05-25T02:00:00.000Z',
status: 'submitted',
approval_stage: '直属领导审批',
risk_flags_json: [],
items: []
})
assert.equal(request.documentTypeCode, 'application')
assert.equal(request.documentTypeLabel, '申请单')
assert.equal(request.typeLabel, '差旅费用申请')
assert.equal(request.secondaryStatusLabel, '申请材料')
assert.equal(request.secondaryStatusValue, '已进入审批流程')
assert.equal(request.expenseTableSummary, '预计金额已纳入预算管理口径')
assert.deepEqual(
request.progressSteps.map((step) => step.label),
['创建申请', '直属领导审批', '审批完成']
)
assert.equal(request.progressSteps.some((step) => step.label === 'AI预审'), false)
assert.equal(request.progressSteps.some((step) => step.label === '财务审批'), false)
assert.equal(request.progressSteps.find((step) => step.label === '直属领导审批')?.current, true)
})
test('approved application claims complete after direct manager approval only', () => {
const request = mapExpenseClaimToRequest({
id: 'claim-application-approved',
claim_no: 'APP-20260525-DONE01',
employee_name: '张三',
department_name: '交付部',
manager_name: '李经理',
expense_type: 'travel_application',
reason: '支撑国网服务器上线部署',
location: '上海',
amount: 12000,
invoice_count: 0,
occurred_at: '2026-05-25T00:00:00.000Z',
submitted_at: '2026-05-25T02:00:00.000Z',
created_at: '2026-05-25T01:30:00.000Z',
updated_at: '2026-05-25T03:00:00.000Z',
status: 'approved',
approval_stage: '审批完成',
risk_flags_json: [
{
source: 'manual_approval',
event_type: 'expense_application_approval',
operator: '李经理',
previous_approval_stage: '直属领导审批',
next_approval_stage: '审批完成',
created_at: '2026-05-25T03:00:00.000Z'
}
],
items: []
})
assert.equal(request.documentTypeCode, 'application')
assert.equal(request.workflowNode, '审批完成')
assert.deepEqual(
request.progressSteps.map((step) => step.label),
['创建申请', '直属领导审批', '审批完成']
)
assert.equal(request.progressSteps.every((step) => step.done), true)
assert.equal(request.progressSteps.find((step) => step.label === '直属领导审批')?.time, '李经理通过')
})
test('progress steps show approval operator time and current stay duration', () => { test('progress steps show approval operator time and current stay duration', () => {
const originalNow = Date.now const originalNow = Date.now
Date.now = () => new Date('2026-05-20T05:00:00.000Z').getTime() Date.now = () => new Date('2026-05-20T05:00:00.000Z').getTime()

41
web/tests/sidebar-collapse.test.mjs Normal file
View File

@@ -0,0 +1,41 @@
import assert from 'node:assert/strict'
import { readFileSync } from 'node:fs'
import test from 'node:test'
import { fileURLToPath } from 'node:url'
const appShell = readFileSync(
fileURLToPath(new URL('../src/views/AppShellRouteView.vue', import.meta.url)),
'utf8'
)
const sidebar = readFileSync(
fileURLToPath(new URL('../src/components/layout/SidebarRail.vue', import.meta.url)),
'utf8'
)
const appStyles = readFileSync(
fileURLToPath(new URL('../src/assets/styles/app.css', import.meta.url)),
'utf8'
)
test('sidebar supports smooth animated collapsed layout', () => {
assert.match(appShell, /sidebarCollapsed = ref\(true\)/)
assert.match(appShell, /:class="\{ 'sidebar-collapsed': sidebarCollapsed \}"/)
assert.match(appShell, /:collapsed="sidebarCollapsed"/)
assert.match(appShell, /class="app-sidebar"/)
assert.match(appShell, /@toggle-collapse="toggleSidebarCollapsed"/)
assert.match(appShell, /function toggleSidebarCollapsed\(\)/)
assert.match(appShell, /sidebarCollapsed\.value = !sidebarCollapsed\.value/)
assert.match(sidebar, /collapsed:\s*\{\s*type: Boolean/)
assert.match(sidebar, /'toggle-collapse'/)
assert.match(sidebar, /rail-collapsed/)
assert.match(sidebar, /折叠侧边栏/)
assert.match(sidebar, /展开侧边栏/)
assert.match(sidebar, /--rail-motion-duration: 320ms/)
assert.match(sidebar, /opacity var\(--rail-fade-duration\)/)
assert.match(appStyles, /--sidebar-collapsed-width: 64px/)
assert.match(appStyles, /\.app-sidebar\s*\{[^}]*transition:\s*width var\(--sidebar-motion\)/)
assert.match(appStyles, /\.app\.sidebar-collapsed\s+\.app-sidebar\s*\{\s*width:\s*var\(--sidebar-collapsed-width\)/)
})

22
web/tests/travel-reimbursement-composer-tools.test.mjs
View File

@@ -34,6 +34,28 @@ test('composer formats date-picker expense text into readable structured fields'
) )
}) })
test('composer extracts destination and reason from compact travel text', () => {
const formatted = buildStructuredComposerSubmitText(
'出差上海，支撑国网服务器上线部署',
{
mode: 'single',
start_date: '2026-05-25',
end_date: '2026-05-25',
business_time: '2026-05-25'
}
)
assert.equal(
formatted,
[
'发生时间：2026-05-25',
'地点：上海',
'事由：支撑国网服务器上线部署',
'天数：1天'
].join('\n')
)
})
test('composer keeps backend raw text but displays structured user message', () => { test('composer keeps backend raw text but displays structured user message', () => {
assert.match(submitComposerScript, /const rawText = resolveComposerSubmitText\(options\.rawText\)\.trim\(\)/) assert.match(submitComposerScript, /const rawText = resolveComposerSubmitText\(options\.rawText\)\.trim\(\)/)
assert.match(submitComposerScript, /resolveComposerDisplaySubmitText\(rawText\)/) assert.match(submitComposerScript, /resolveComposerDisplaySubmitText\(rawText\)/)

62
web/tests/travel-reimbursement-guided-flow.test.mjs
View File

@@ -4,7 +4,12 @@ import test from 'node:test'
import { fileURLToPath } from 'node:url' import { fileURLToPath } from 'node:url'
import { import {
APPLICATION_WELCOME_QUICK_ACTIONS,
APPROVAL_WELCOME_QUICK_ACTIONS,
ASSISTANT_SESSION_MODE_OPTIONS,
EXPENSE_WELCOME_QUICK_ACTIONS, EXPENSE_WELCOME_QUICK_ACTIONS,
SESSION_TYPE_APPLICATION,
SESSION_TYPE_APPROVAL,
SESSION_TYPE_EXPENSE, SESSION_TYPE_EXPENSE,
SESSION_TYPE_KNOWLEDGE, SESSION_TYPE_KNOWLEDGE,
buildWelcomeQuickActions buildWelcomeQuickActions
@@ -40,6 +45,10 @@ import {
selectGuidedQueryMode, selectGuidedQueryMode,
shouldConfirmGuidedInterruption shouldConfirmGuidedInterruption
} from '../src/views/scripts/travelReimbursementGuidedFlowModel.js' } from '../src/views/scripts/travelReimbursementGuidedFlowModel.js'
import {
ASSISTANT_SCOPE_ACTION_SWITCH,
resolveAssistantScopeGuard
} from '../src/utils/assistantSessionScope.js'
const createViewScript = readFileSync( const createViewScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/TravelReimbursementCreateView.js', import.meta.url)), fileURLToPath(new URL('../src/views/scripts/TravelReimbursementCreateView.js', import.meta.url)),
@@ -53,8 +62,16 @@ const sessionStateScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSessionState.js', import.meta.url)), fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSessionState.js', import.meta.url)),
'utf8' 'utf8'
) )
const submitComposerScript = readFileSync(
fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
'utf8'
)
test('welcome quick actions are reduced to three guided local actions', () => { test('assistant session modes expose independent quick actions', () => {
assert.deepEqual(
ASSISTANT_SESSION_MODE_OPTIONS.map((item) => item.label),
['申请助手', '报销助手', '审核助手', '财务知识助手']
)
assert.deepEqual( assert.deepEqual(
EXPENSE_WELCOME_QUICK_ACTIONS.map((item) => item.label), EXPENSE_WELCOME_QUICK_ACTIONS.map((item) => item.label),
['快速发起报销', '查询单据状态', '差旅计算器'] ['快速发起报销', '查询单据状态', '差旅计算器']
@@ -69,6 +86,14 @@ test('welcome quick actions are reduced to three guided local actions', () => {
) )
assert.ok(EXPENSE_WELCOME_QUICK_ACTIONS.every((item) => !item.prompt)) assert.ok(EXPENSE_WELCOME_QUICK_ACTIONS.every((item) => !item.prompt))
assert.equal(buildWelcomeQuickActions(SESSION_TYPE_EXPENSE).length, 3) assert.equal(buildWelcomeQuickActions(SESSION_TYPE_EXPENSE).length, 3)
assert.deepEqual(
buildWelcomeQuickActions(SESSION_TYPE_APPLICATION).map((item) => item.label),
APPLICATION_WELCOME_QUICK_ACTIONS.map((item) => item.label)
)
assert.deepEqual(
buildWelcomeQuickActions(SESSION_TYPE_APPROVAL).map((item) => item.label),
APPROVAL_WELCOME_QUICK_ACTIONS.map((item) => item.label)
)
assert.notDeepEqual( assert.notDeepEqual(
buildWelcomeQuickActions(SESSION_TYPE_KNOWLEDGE).map((item) => item.label), buildWelcomeQuickActions(SESSION_TYPE_KNOWLEDGE).map((item) => item.label),
EXPENSE_WELCOME_QUICK_ACTIONS.map((item) => item.label), EXPENSE_WELCOME_QUICK_ACTIONS.map((item) => item.label),
@@ -76,6 +101,34 @@ test('welcome quick actions are reduced to three guided local actions', () => {
) )
}) })
test('assistant session scope guard keeps business boundaries isolated', () => {
const expenseInApplication = resolveAssistantScopeGuard('我想报销的士票', SESSION_TYPE_APPLICATION)
assert.equal(expenseInApplication.targetSessionType, SESSION_TYPE_EXPENSE)
assert.match(expenseInApplication.text, /申请助手/)
assert.match(expenseInApplication.text, /报销助手/)
assert.equal(expenseInApplication.suggestedActions[0].action_type, ASSISTANT_SCOPE_ACTION_SWITCH)
assert.equal(expenseInApplication.suggestedActions[0].payload.session_type, SESSION_TYPE_EXPENSE)
assert.equal(expenseInApplication.suggestedActions[0].payload.carry_text, '我想报销的士票')
assert.equal(resolveAssistantScopeGuard('我想发起一笔费用申请', SESSION_TYPE_APPLICATION), null)
assert.equal(
resolveAssistantScopeGuard('帮我查询待我审核的单据', SESSION_TYPE_EXPENSE).targetSessionType,
SESSION_TYPE_APPROVAL
)
assert.equal(
resolveAssistantScopeGuard('差旅住宿标准是多少', SESSION_TYPE_EXPENSE).targetSessionType,
SESSION_TYPE_KNOWLEDGE
)
assert.equal(
resolveAssistantScopeGuard('报销标准是多少', SESSION_TYPE_EXPENSE).targetSessionType,
SESSION_TYPE_KNOWLEDGE
)
assert.equal(
resolveAssistantScopeGuard('解释这张单据酒店超标风险', SESSION_TYPE_EXPENSE, { hasActiveReviewPayload: true }),
null
)
})
test('guided reimbursement asks type first and walks travel fields in order', () => { test('guided reimbursement asks type first and walks travel fields in order', () => {
const typeActions = buildGuidedExpenseTypeActions() const typeActions = buildGuidedExpenseTypeActions()
assert.deepEqual( assert.deepEqual(
@@ -177,6 +230,9 @@ test('guided flow state is serializable and restored through session state', ()
assert.match(sessionStateScript, /guidedFlowState,\s*\n\s*insightPanelCollapsed/) assert.match(sessionStateScript, /guidedFlowState,\s*\n\s*insightPanelCollapsed/)
assert.match(sessionStateScript, /function refreshWelcomeQuickActions/) assert.match(sessionStateScript, /function refreshWelcomeQuickActions/)
assert.match(sessionStateScript, /buildWelcomeQuickActions\(/) assert.match(sessionStateScript, /buildWelcomeQuickActions\(/)
assert.match(sessionStateScript, /ASSISTANT_SESSION_TYPES\.reduce/)
assert.match(sessionStateScript, /props\.entrySource === 'application' \? SESSION_TYPE_APPLICATION : SESSION_TYPE_EXPENSE/)
assert.match(sessionStateScript, /const canRestorePersistedInitialState =[\s\S]*shouldPersistLocalSnapshot/)
}) })
test('guided flow is local until final confirmation or collected query handoff', () => { test('guided flow is local until final confirmation or collected query handoff', () => {
@@ -184,6 +240,10 @@ test('guided flow is local until final confirmation or collected query handoff',
assert.doesNotMatch(guidedFlowScript, /startExpenseClaimDraftFlowStep/) assert.doesNotMatch(guidedFlowScript, /startExpenseClaimDraftFlowStep/)
assert.doesNotMatch(guidedFlowScript, /review_action:\s*['"]save_draft['"]/) assert.doesNotMatch(guidedFlowScript, /review_action:\s*['"]save_draft['"]/)
assert.match(createViewScript, /if \(await handleGuidedComposerSubmit\(options\)\) \{[\s\S]*return null[\s\S]*\}[\s\S]*return submitComposerInternal\(options\)/) assert.match(createViewScript, /if \(await handleGuidedComposerSubmit\(options\)\) \{[\s\S]*return null[\s\S]*\}[\s\S]*return submitComposerInternal\(options\)/)
assert.match(createViewScript, /ASSISTANT_SCOPE_ACTION_SWITCH/)
assert.match(createViewScript, /actionPayload\.carry_text/)
assert.match(submitComposerScript, /resolveAssistantScopeGuard/)
assert.match(submitComposerScript, /skipScopeGuard/)
assert.match(guidedFlowScript, /submitExistingComposer\(submitOptions\)/) assert.match(guidedFlowScript, /submitExistingComposer\(submitOptions\)/)
assert.match(guidedFlowScript, /submitExistingComposer\(\{[\s\S]*pendingText:\s*'正在查询单据状态\.\.\.'/) assert.match(guidedFlowScript, /submitExistingComposer\(\{[\s\S]*pendingText:\s*'正在查询单据状态\.\.\.'/)
}) })

39
web/tests/travel-request-detail-risk-advice.test.mjs
View File

@@ -15,7 +15,9 @@ import {
} from '../src/views/scripts/travelRequestDetailInsights.js' } from '../src/views/scripts/travelRequestDetailInsights.js'
import { import {
buildExpenseItemViewModel, buildExpenseItemViewModel,
buildDraftBlockingIssues buildDraftBlockingIssues,
buildOptionalTravelReceiptRiskCards,
isApplicationDocumentRequest
} from '../src/views/scripts/travelRequestDetailExpenseModel.js' } from '../src/views/scripts/travelRequestDetailExpenseModel.js'
const detailViewTemplate = readFileSync( const detailViewTemplate = readFileSync(
@@ -412,7 +414,7 @@ test('expense attachment actions keep preview as the only recognition entry poin
}) })
test('expense detail table shows the amount total below detail rows', () => { test('expense detail table shows the amount total below detail rows', () => {
assert.match(detailViewTemplate, /<div class="detail-expense-table">/) assert.match(detailViewTemplate, /<div[^>]*class="detail-expense-table"/)
assert.match(detailViewTemplate, /当前还没有费用明细/) assert.match(detailViewTemplate, /当前还没有费用明细/)
assert.doesNotMatch(detailViewTemplate, /class="total-row"/) assert.doesNotMatch(detailViewTemplate, /class="total-row"/)
assert.match(detailViewTemplate, /class="expense-total-under-table"[\s\S]*金额合计[\s\S]*\{\{ expenseTotal \}\}/) assert.match(detailViewTemplate, /class="expense-total-under-table"[\s\S]*金额合计[\s\S]*\{\{ expenseTotal \}\}/)
@@ -421,7 +423,10 @@ test('expense detail table shows the amount total below detail rows', () => {
}) })
test('additional note is shown above expense details as travel purpose text', () => { test('additional note is shown above expense details as travel purpose text', () => {
assert.ok(detailViewTemplate.indexOf('<h3>附加说明</h3>') < detailViewTemplate.indexOf('<h3>费用明细</h3>')) assert.ok(
detailViewTemplate.indexOf('<h3>附加说明</h3>')
< detailViewTemplate.indexOf("isApplicationDocument ? '申请预算' : '费用明细'")
)
assert.match(detailViewTemplate, /用于说明本次出差或办事目的/) assert.match(detailViewTemplate, /用于说明本次出差或办事目的/)
assert.match(detailViewTemplate, /v-if="canEditDetailNote" class="detail-note-editor"/) assert.match(detailViewTemplate, /v-if="canEditDetailNote" class="detail-note-editor"/)
assert.match(detailViewTemplate, /v-else class="detail-note readonly"/) assert.match(detailViewTemplate, /v-else class="detail-note readonly"/)
@@ -514,6 +519,7 @@ test('expense detail edit keeps delete but removes cancel and allows draft place
test('travel detail AI advice adds low risk reminders for optional receipts', () => { test('travel detail AI advice adds low risk reminders for optional receipts', () => {
assert.match(detailViewScript, /function buildOptionalTravelReceiptRiskCards\(requestModel, items\)/) assert.match(detailViewScript, /function buildOptionalTravelReceiptRiskCards\(requestModel, items\)/)
assert.match(detailViewScript, /isApplicationDocumentRequest\(requestModel\)[\s\S]*return \[\]/)
assert.match(detailViewScript, /id: 'travel-optional-hotel-ticket'[\s\S]*tone: 'low'[\s\S]*住宿票据提醒/) assert.match(detailViewScript, /id: 'travel-optional-hotel-ticket'[\s\S]*tone: 'low'[\s\S]*住宿票据提醒/)
assert.match(detailViewScript, /不要忘记补充酒店住宿票据/) assert.match(detailViewScript, /不要忘记补充酒店住宿票据/)
assert.match(detailViewScript, /id: 'travel-optional-ride-ticket'[\s\S]*tone: 'low'[\s\S]*乘车票据提醒/) assert.match(detailViewScript, /id: 'travel-optional-ride-ticket'[\s\S]*tone: 'low'[\s\S]*乘车票据提醒/)
@@ -539,6 +545,33 @@ test('expense detail save is blocked while attachment recognition is running', (
) )
}) })
test('application detail uses application labels instead of reimbursement labels', () => {
assert.match(detailViewTemplate, /isApplicationDocument \? '申请进度'/)
assert.match(detailViewTemplate, /isApplicationDocument \? '申请预算' : '费用明细'/)
assert.match(detailViewTemplate, /无需补充任何报销票据/)
assert.match(detailViewTemplate, /isApplicationDocument \? '申请类型' : '报销类型'/)
assert.match(detailViewTemplate, /isApplicationDocument \? '预计金额' : '报销金额'/)
assert.match(detailViewTemplate, /isApplicationDocument \? '退回申请' : '退回单据'/)
assert.match(detailViewTemplate, /当前申请单已进入流程，详情页仅展示状态与申请信息。/)
})
test('application detail does not show optional travel receipt reminders', () => {
const request = {
documentTypeCode: 'application',
claimNo: 'APP-20260525-ABC123',
typeCode: 'travel_application',
detailVariant: 'travel'
}
assert.equal(isApplicationDocumentRequest(request), true)
assert.deepEqual(
buildOptionalTravelReceiptRiskCards(request, [
{ id: 'allowance', itemType: 'travel_allowance', isSystemGenerated: true, invoiceId: '' }
]),
[]
)
})
test('draft submit validation uses expense detail date and amount when claim summary is stale', () => { test('draft submit validation uses expense detail date and amount when claim summary is stale', () => {
const issues = buildDraftBlockingIssues( const issues = buildDraftBlockingIssues(
{ {