feat: 报销审批流重构与管家计划全链路贯通

- 重构报销状态注册表、审批流路由与平台风险标记 - 完善管家意图规划器与模型计划构建器全链路 - 新增 OCR Worker 脚本、数据库会话管理与通知状态 - 优化文档中心、日志视图、预算中心与员工管理交互 - 增强工作台摘要、图标资源与全局主题样式 - 补充审批路由、状态注册、OCR 服务与管家规划器测试覆盖
2026-06-06 17:19:07 +08:00
parent f60cebadb8
commit e124e4bbcb
162 changed files with 9161 additions and 1941 deletions
--- a/web/src/utils/documentCenterNewState.js
+++ b/web/src/utils/documentCenterNewState.js
@@ -12,6 +12,16 @@ export function resolveDocumentNewKey(row) {
  return id ? `${source}:${id}` : ''
 }

+export function resolveDocumentNotificationKey(row) {
+  const documentKey = String(row?.documentKey || '').trim()
+  return documentKey || resolveDocumentNewKey(row)
+}
+
+export function resolveDocumentNotificationId(row) {
+  const key = resolveDocumentNotificationKey(row)
+  return key ? `document:${key}` : ''
+}
+
 export function readViewedDocumentKeys(storage = getStorage()) {
  if (!storage) {
    return new Set()
@@ -66,6 +76,80 @@ export function countNewDocuments(rows, viewedKeys) {
  return rows.filter((row) => isNewDocument(row, viewedKeys)).length
 }

+function resolveRemoteStateId(item) {
+  return String(item?.notification_id || item?.notificationId || '').trim()
+}
+
+function isRemoteStateViewed(item) {
+  return Boolean(item?.read_at || item?.readAt || item?.hidden_at || item?.hiddenAt)
+}
+
+export function mergeNotificationStatesIntoViewedDocumentKeys(states, viewedKeys, storage = getStorage()) {
+  const nextKeys = new Set(viewedKeys)
+  let changed = false
+
+  ;(Array.isArray(states) ? states : []).forEach((item) => {
+    if (!isRemoteStateViewed(item)) {
+      return
+    }
+
+    const id = resolveRemoteStateId(item)
+    if (!id.startsWith('document:')) {
+      return
+    }
+
+    const key = id.slice('document:'.length).trim()
+    if (key && !nextKeys.has(key)) {
+      nextKeys.add(key)
+      changed = true
+    }
+  })
+
+  if (changed) {
+    writeViewedDocumentKeys(nextKeys, storage)
+  }
+
+  return nextKeys
+}
+
+export function buildDocumentViewedStatePatch(row) {
+  if (!isNewDocument(row, new Set())) {
+    return null
+  }
+
+  const notificationId = resolveDocumentNotificationId(row)
+  if (!notificationId) {
+    return null
+  }
+
+  return {
+    notification_id: notificationId,
+    read: true,
+    hidden: false,
+    context_json: {
+      kind: 'document',
+      source: String(row?.source || '').trim(),
+      target_type: 'documents-center'
+    }
+  }
+}
+
+export function buildDocumentsViewedStatePatches(rows, viewedKeys) {
+  const seenIds = new Set()
+
+  return (Array.isArray(rows) ? rows : [])
+    .filter((row) => isNewDocument(row, viewedKeys))
+    .map(buildDocumentViewedStatePatch)
+    .filter((patch) => {
+      if (!patch?.notification_id || seenIds.has(patch.notification_id)) {
+        return false
+      }
+
+      seenIds.add(patch.notification_id)
+      return true
+    })
+}
+
 export function markDocumentViewed(row, viewedKeys, storage = getStorage()) {
  const key = resolveDocumentNewKey(row)
  if (!key) {
--- a/web/src/utils/documentCenterRows.js
+++ b/web/src/utils/documentCenterRows.js
@@ -1,6 +1,7 @@
 import { isApplicationRequestLike } from './documentClassification.js'

 const ARCHIVED_CLAIM_STATUSES = new Set(['approved', 'completed', 'paid'])
+const APPLICATION_ARCHIVE_STAGE = '申请归档'

 function isArchivedRequestPayload(request) {
  if (!request) {
@@ -9,6 +10,11 @@ function isArchivedRequestPayload(request) {

  const normalizedStatus = String(request.status || '').trim().toLowerCase()
  const stage = String(request.approval_stage || request.approvalStage || '').trim()
+  const isApplicationRequest = isApplicationRequestLike(request)
+
+  if (isApplicationRequest) {
+    return ARCHIVED_CLAIM_STATUSES.has(normalizedStatus) && stage === APPLICATION_ARCHIVE_STAGE
+  }

  if (stage === '归档入账' || stage === '已付款' || stage === 'completed') {
    return true
@@ -18,14 +24,6 @@ function isArchivedRequestPayload(request) {
    return true
  }

-  if (
-    isApplicationRequestLike(request)
-    && ARCHIVED_CLAIM_STATUSES.has(normalizedStatus)
-    && ['审批完成', '申请归档'].includes(stage)
-  ) {
-    return true
-  }
-
  return ARCHIVED_CLAIM_STATUSES.has(normalizedStatus)
    && (stage === '' || stage === '归档入账' || stage === '已付款' || stage === 'completed')
 }
--- a/web/src/utils/expenseApplicationPreview.js
+++ b/web/src/utils/expenseApplicationPreview.js
@@ -125,6 +125,36 @@ export function resolveApplicationDaysFromDateRange(rangeText) {
  return resolveDaysFromDateRange(rangeText)
 }

+export function resolveApplicationDateRange(rangeText, daysText = '') {
+  const matchedDates = String(rangeText || '').match(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/g) || []
+  const startDate = normalizeDateText(matchedDates[0] || '')
+  const explicitEndDate = normalizeDateText(matchedDates[matchedDates.length - 1] || '')
+  const inferredEndDate = explicitEndDate && explicitEndDate !== startDate
+    ? explicitEndDate
+    : buildEndDateFromDays(startDate, daysText)
+  const endDate = inferredEndDate || explicitEndDate || startDate
+  const start = parseIsoDate(startDate)
+  const end = parseIsoDate(endDate)
+  if (!start || !end) {
+    return null
+  }
+  const orderedStart = start.getTime() <= end.getTime() ? start : end
+  const orderedEnd = start.getTime() <= end.getTime() ? end : start
+  return {
+    startDate: formatIsoDate(orderedStart),
+    endDate: formatIsoDate(orderedEnd),
+    startTime: orderedStart.getTime(),
+    endTime: orderedEnd.getTime()
+  }
+}
+
+export function applicationDateRangesOverlap(leftRange, rightRange) {
+  if (!leftRange || !rightRange) {
+    return false
+  }
+  return leftRange.startTime <= rightRange.endTime && rightRange.startTime <= leftRange.endTime
+}
+
 function resolvePreviewToday(options = {}) {
  const explicitToday = String(options.today || options.currentDate || '').trim()
  if (parseIsoDate(explicitToday)) return normalizeDateText(explicitToday)
@@ -392,7 +422,7 @@ function normalizeApplicationTypeLabel(value, fallback = '') {
  return `${label}申请`
 }

-function normalizeTransportModeOption(value, fallback = '') {
+export function normalizeTransportModeOption(value, fallback = '') {
  const text = String(value || '').trim()
  if (/飞机|机票|航班/.test(text)) return '飞机'
  if (/轮船|船票|客轮|渡轮|邮轮/.test(text)) return '轮船'
--- a/web/src/utils/expenseClaimArchive.js
+++ b/web/src/utils/expenseClaimArchive.js
@@ -1,9 +1,16 @@
 import { isApplicationRequestLike } from './documentClassification.js'

+const APPLICATION_ARCHIVE_STAGE = '申请归档'
+
 export function isArchivedExpenseClaim(claim) {
  const stage = String(claim?.approval_stage || claim?.approvalStage || '').trim()
  const status = String(claim?.status || '').trim().toLowerCase()

+  if (isApplicationRequestLike(claim)) {
+    return stage === APPLICATION_ARCHIVE_STAGE
+      && ['approved', 'completed', 'paid'].includes(status)
+  }
+
  if (stage === '归档入账' || stage === '已付款' || stage === 'completed' || stage.includes('归档')) {
    return true
  }
@@ -12,7 +19,7 @@ export function isArchivedExpenseClaim(claim) {
    return false
  }

-  if (isApplicationRequestLike(claim) && ['审批完成', '申请归档'].includes(stage)) {
+  if (stage === APPLICATION_ARCHIVE_STAGE) {
    return true
  }

--- a/web/src/utils/markdown.js
+++ b/web/src/utils/markdown.js
@@ -120,6 +120,22 @@ const ALLOWED_COLON_HEADING_TITLES = new Set([
  '补充信息'
 ])

+const BUSINESS_FIELD_LABELS = new Set([
+  '时间',
+  '地点',
+  '事由',
+  '金额',
+  '费用类型',
+  '报销类型',
+  '商户',
+  '商户/开票方',
+  '客户',
+  '客户/项目对象',
+  '附件',
+  '附件/凭证',
+  '出行方式'
+])
+
 function splitColonHeadingLine(line) {
  const rawLine = String(line || '')
  const trimmed = rawLine.trim()
@@ -142,7 +158,31 @@ function splitColonHeadingLine(line) {
    return [rawLine]
  }

-  return body ? [`### ${title}`, '', body] : [`### ${title}`]
+  return body ? [`### ${titleText}`, '', body] : [`### ${titleText}`]
+}
+
+function normalizeBusinessFieldLine(line) {
+  const rawLine = String(line || '')
+  const trimmed = rawLine.trim()
+  if (
+    !trimmed ||
+    trimmed.startsWith('|') ||
+    /^[-*+]\s/.test(trimmed) ||
+    /^#{1,6}\s/.test(trimmed)
+  ) {
+    return rawLine
+  }
+
+  const match = trimmed.match(/^([^：:\n]{1,16})[：:]\s*(.+)$/u)
+  if (!match) {
+    return rawLine
+  }
+  const label = match[1].trim()
+  const value = match[2].trim()
+  if (!BUSINESS_FIELD_LABELS.has(label) || !value) {
+    return rawLine
+  }
+  return `- **${label}**：${value}`
 }

 function normalizeColonHeadings(text) {
@@ -168,7 +208,7 @@ function normalizeColonHeadings(text) {
        normalizedLines.push('')
      }
    }
-    normalizedLines.push(...nextLines)
+    normalizedLines.push(...nextLines.map((nextLine) => normalizeBusinessFieldLine(nextLine)))
  })

  return normalizedLines.join('\n').replace(/\n{3,}/g, '\n\n')
--- a/web/src/utils/workbenchIconAssets.js
+++ b/web/src/utils/workbenchIconAssets.js
@@ -1,16 +1,17 @@
 import briefcaseIcon from '../assets/workbench-icons/outline-briefcase.svg?raw'
-import approvalIcon from '../assets/workbench-icons/outline-approval.svg?raw'
-import budgetIcon from '../assets/workbench-icons/outline-budget.svg?raw'
 import documentTextIcon from '../assets/workbench-icons/outline-document-text.svg?raw'
-import expenseApplicationIcon from '../assets/workbench-icons/outline-expense-application.svg?raw'
-import financeAnalysisIcon from '../assets/workbench-icons/outline-finance-analysis.svg?raw'
 import paperAirplaneIcon from '../assets/workbench-icons/outline-paper-airplane.svg?raw'
-import policyIcon from '../assets/workbench-icons/outline-policy.svg?raw'
-import reimbursementIcon from '../assets/workbench-icons/outline-reimbursement.svg?raw'
 import shoppingBagIcon from '../assets/workbench-icons/outline-shopping-bag.svg?raw'
 import truckIcon from '../assets/workbench-icons/outline-truck.svg?raw'
 import usersIcon from '../assets/workbench-icons/outline-users.svg?raw'

+import capExpenseImg from '../assets/images/cap-expense.png'
+import capReimbImg from '../assets/images/cap-reimb.png'
+import capBudgetImg from '../assets/images/cap-budget.png'
+import capApprovalImg from '../assets/images/cap-approval.png'
+import capAnalysisImg from '../assets/images/cap-analysis.png'
+import capPolicyImg from '../assets/images/cap-policy.png'
+
 function prepareHeroiconMarkup(svgRaw) {
  return String(svgRaw || '')
    .replace(/<svg\b([^>]*)>/i, '<svg class="workbench-heroicon"$1>')
@@ -18,13 +19,17 @@ function prepareHeroiconMarkup(svgRaw) {
    .replace(/\saria-hidden="[^"]*"/g, '')
 }

+function prepareImageMarkup(src) {
+  return `<img src="${src}" class="workbench-image-icon" alt="" />`
+}
+
 export const workbenchIconMap = {
-  'expense-application': { markup: prepareHeroiconMarkup(expenseApplicationIcon), style: 'outline' },
-  'quick-reimbursement': { markup: prepareHeroiconMarkup(reimbursementIcon), style: 'outline' },
-  'budget-planning': { markup: prepareHeroiconMarkup(budgetIcon), style: 'outline' },
-  'quick-approval': { markup: prepareHeroiconMarkup(approvalIcon), style: 'outline' },
-  'finance-analysis': { markup: prepareHeroiconMarkup(financeAnalysisIcon), style: 'outline' },
-  'company-policy': { markup: prepareHeroiconMarkup(policyIcon), style: 'outline' },
+  'expense-application': { markup: prepareImageMarkup(capExpenseImg), style: 'image' },
+  'quick-reimbursement': { markup: prepareImageMarkup(capReimbImg), style: 'image' },
+  'budget-planning': { markup: prepareImageMarkup(capBudgetImg), style: 'image' },
+  'quick-approval': { markup: prepareImageMarkup(capApprovalImg), style: 'image' },
+  'finance-analysis': { markup: prepareImageMarkup(capAnalysisImg), style: 'image' },
+  'company-policy': { markup: prepareImageMarkup(capPolicyImg), style: 'image' },
  hospitality: { markup: prepareHeroiconMarkup(usersIcon), style: 'outline' },
  travelDraft: { markup: prepareHeroiconMarkup(briefcaseIcon), style: 'outline' },
  receipts: { markup: prepareHeroiconMarkup(documentTextIcon), style: 'outline' },
--- a/web/src/utils/workbenchSummary.js
+++ b/web/src/utils/workbenchSummary.js
@@ -1,3 +1,5 @@
+import { isApplicationRequestLike } from './documentClassification.js'
+
 function parseNumber(value) {
  const nextValue = Number(value)
  return Number.isFinite(nextValue) ? nextValue : 0
@@ -139,6 +141,23 @@ function resolveStatusTone(approvalKey) {
  return 'muted'
 }

+function resolveDocumentTypeLabel(request, requestId, title) {
+  const explicitLabel = normalizeText(request?.documentTypeLabel || request?.document_type_label)
+  const normalizedRequestId = normalizeText(requestId).toUpperCase()
+
+  if (
+    isApplicationRequestLike(request)
+    || explicitLabel.includes('申请')
+    || title.includes('申请')
+    || normalizedRequestId.startsWith('SQ')
+    || normalizedRequestId.startsWith('CL')
+  ) {
+    return '申请单'
+  }
+
+  return explicitLabel || '报销单'
+}
+
 function resolveTodoAction(request) {
  const approvalKey = normalizeText(request?.approvalKey)
  const status = normalizeText(request?.status || request?.approvalStatus)
@@ -245,8 +264,7 @@ function buildProgressItems(ownedRequests) {
      const title = normalizeText(request?.title || request?.note || request?.sceneLabel) || '费用单据'

      const status = normalizeText(request?.approvalStatus || currentStep?.label) || '处理中'
-      const isApplication = title.includes('申请') || (requestId || '').toUpperCase().startsWith('SQ') || (requestId || '').toUpperCase().startsWith('CL')
-      const documentTypeLabel = isApplication ? '申请单' : '报销单'
+      const documentTypeLabel = resolveDocumentTypeLabel(request, requestId, title)

      return {
        id: requestId,