feat(web): 文档查询意图补充风险过滤与 X 天前范围

- aiDocumentQueryIntent 新增风险等级过滤（无/高/中/低/有风险）与 N 天前日期范围解析 - aiDocumentQueryModel/aiConversationHtmlRenderer 渲染适配风险过滤标签 - useWorkbenchAiDocumentQueryFlow/aiWorkbenchConversationStore 会话流转适配命令意图 - 更新 ai-document-query-model/ai-conversation-html-renderer/assistant-session-draft-delete 测试
2026-06-24 22:59:05 +08:00
parent 3eb78d343a
commit e5b03c6601
8 changed files with 517 additions and 39 deletions
--- a/web/src/composables/workbenchAiMode/useWorkbenchAiDocumentQueryFlow.js
+++ b/web/src/composables/workbenchAiMode/useWorkbenchAiDocumentQueryFlow.js
@@ -2,6 +2,7 @@ import { nextTick } from 'vue'

 import {
  buildAiDocumentQueryConditionSummary,
+  buildAiDocumentQueryThinkingEvents,
  buildAiDocumentQueryMessage,
  filterAiDocumentQueryRecords,
  mergeAiDocumentQueryPayloads,
@@ -100,33 +101,20 @@ export function useWorkbenchAiDocumentQueryFlow({
    await nextTick()
  }

-  async function handleAiDocumentQueryIntent(prompt, pendingMessage) {
+  async function handleAiDocumentQueryIntent(prompt, pendingMessage, options = {}) {
    const intent = resolveAiDocumentQueryIntent(prompt)
    if (!intent) {
      return false
    }

    const conditionSummary = buildAiDocumentQueryConditionSummary(intent)
-    let thinkingEvents = [
-      {
-        eventId: 'document-query-parse',
-        title: '解析自然语言筛选条件',
-        content: `正在从您的问题里提取查询来源、单据类型、时间、状态、费用类型、关键词和金额条件。当前识别：${conditionSummary}。`,
-        status: 'running'
-      },
-      {
-        eventId: 'document-query-fetch',
-        title: '查询业务单据接口',
-        content: resolveAiDocumentQueryFetchPendingText(intent),
-        status: 'pending'
-      },
-      {
-        eventId: 'document-query-filter',
-        title: '组合筛选单据',
-        content: '等待接口返回后，再按已识别条件做二次筛选。',
-        status: 'pending'
-      }
-    ]
+    let thinkingEvents = buildAiDocumentQueryThinkingEvents(intent, {
+      commandFrame: options.commandFrame
+    }).map((event) => (
+      event.eventId === 'document-query-fetch'
+        ? { ...event, content: resolveAiDocumentQueryFetchPendingText(intent) }
+        : event
+    ))
    await updateAiDocumentQueryThinking(pendingMessage, thinkingEvents)
    await waitForAiDocumentQueryStep()

@@ -163,7 +151,9 @@ export function useWorkbenchAiDocumentQueryFlow({
      await updateAiDocumentQueryThinking(pendingMessage, thinkingEvents)
      await waitForAiDocumentQueryStep()

-      const finalMessageText = buildAiDocumentQueryMessage(intent, payload)
+      const finalMessageText = buildAiDocumentQueryMessage(intent, payload, {
+        commandFrame: options.commandFrame
+      })
      thinkingEvents = completeAiDocumentQueryEvent(
        thinkingEvents,
        'document-query-filter',
--- a/web/src/utils/aiConversationHtmlRenderer.js
+++ b/web/src/utils/aiConversationHtmlRenderer.js
@@ -9,6 +9,7 @@ import {

 const APPLICATION_DETAIL_HREF_PREFIX = '#ai-open-application-detail:'
 const DELETED_APPLICATION_DETAIL_HREF_PREFIX = '#ai-deleted-application-detail:'
+const DELETED_DOCUMENT_DETAIL_HREF_PREFIX = '#ai-deleted-document-detail:'

 function escapeHtml(value = '') {
  return String(value)
@@ -39,6 +40,10 @@ function isDocumentDetailHref(href = '') {
  return String(href || '').trim().startsWith(DOCUMENT_DETAIL_HREF_PREFIX)
 }

+function isDeletedDocumentDetailHref(href = '') {
+  return String(href || '').trim().startsWith(DELETED_DOCUMENT_DETAIL_HREF_PREFIX)
+}
+
 function sanitizeImageSrc(src = '') {
  const value = String(src || '').trim()
  if (/^(https?:\/\/|blob:|\/)/i.test(value)) {
@@ -63,6 +68,17 @@ function renderLinkHtml(label = '', href = '') {
      '</span>'
    ].join('')
  }
+  if (isDeletedDocumentDetailHref(href)) {
+    return [
+      '<span',
+      ' class="ai-html-action-link ai-html-action-link-document is-disabled"',
+      ' data-ai-action="deleted-document-detail"',
+      ' aria-disabled="true"',
+      '>',
+      label,
+      '</span>'
+    ].join('')
+  }
  if (isApplicationDetailHref(href)) {
    return [
      `<a href="${sanitizedHref}"`,
--- a/web/src/utils/aiDocumentQueryIntent.js
+++ b/web/src/utils/aiDocumentQueryIntent.js
@@ -23,6 +23,14 @@ const EXPENSE_TYPE_FILTERS = [
  { label: '软件服务费', codes: ['software'], pattern: /软件|服务费|订阅/ }
 ]

+const RISK_FILTERS = [
+  { label: '无风险', level: 'none', pattern: /无风险|没有风险|暂无风险|无异常|合规/ },
+  { label: '高风险', level: 'high', pattern: /高风险/ },
+  { label: '中风险', level: 'medium', pattern: /中风险/ },
+  { label: '低风险', level: 'low', pattern: /低风险/ },
+  { label: '有风险', level: 'has', pattern: /风险|异常|超标/ }
+]
+
 function resolveToday(options = {}) {
  return parseDate(options.today) || new Date()
 }
@@ -82,6 +90,15 @@ function resolveTimeRange(prompt, options = {}) {
    return { start: value, end: value, label: '昨天' }
  }

+  const daysAgo = text.match(/(?<days>\d{1,3})天前/)
+  if (daysAgo?.groups?.days) {
+    const days = Math.max(0, Number(daysAgo.groups.days))
+    const date = new Date(today.getTime())
+    date.setUTCDate(date.getUTCDate() - days)
+    const value = formatDate(date)
+    return { start: value, end: value, label: `${days}天前` }
+  }
+
  if (/本月|这个月|当月/.test(text)) {
    return buildMonthRange(today.getUTCFullYear(), today.getUTCMonth() + 1)
  }
@@ -129,6 +146,11 @@ function resolveExpenseTypeFilter(prompt) {
  return EXPENSE_TYPE_FILTERS.find((item) => item.pattern.test(text)) || null
 }

+function resolveRiskFilter(prompt) {
+  const text = compactText(prompt)
+  return RISK_FILTERS.find((item) => item.pattern.test(text)) || null
+}
+
 function normalizeAmountText(value = '') {
  const matched = compactText(value).replace(/,/g, '').match(/-?\d+(?:\.\d+)?/)
  if (!matched) {
@@ -191,13 +213,13 @@ function resolveKeywordFilter(prompt) {

 function resolveSource(prompt) {
  const text = compactText(prompt)
-  if (/审核单|审批单|待审|待审核|待审批|我审批|我审核/.test(text)) {
+  if (/审核单|审批单|待办|待审|待审核|待审批|我审批|我审核|我要审批|我要审核|去审批|去审核|处理审批|处理审核/.test(text)) {
    return {
      source: 'approval',
      sourceLabel: '待我审核的单据'
    }
  }
-  if (/我名下|我发起|我提交|我创建|我的申请|我的报销/.test(text)) {
+  if (/我名下|我发起|我提交|我创建|我的/.test(text)) {
    return {
      source: 'mine',
      sourceLabel: '我的单据'
@@ -211,7 +233,13 @@ function resolveSource(prompt) {

 export function resolveAiDocumentQueryIntent(prompt, options = {}) {
  const text = compactText(prompt)
-  if (!text || !/(单据|单子|申请单|报销单|审核单|审批单|待审|待审批|待审核)/.test(text)) {
+  if (!text || !/(单据|单子|申请单|报销单|审核单|审批单|待办|待审|待审批|待审核|我要审核|我要审批|去审核|去审批|处理审核|处理审批|草稿)/.test(text)) {
+    return null
+  }
+  if (
+    /(标准|制度|规则|政策|口径|怎么|如何|能不能|可以吗)/.test(text) &&
+    !/(单据|单子|申请单|报销单|审核单|审批单|待办|待审|待审批|待审核)/.test(text)
+  ) {
    return null
  }
  if (/(发起|创建|新增|填写|生成|申请出差|我要报销|提交).*(单据|申请单|报销单)?/.test(text)) {
@@ -223,6 +251,7 @@ export function resolveAiDocumentQueryIntent(prompt, options = {}) {
  const expenseTypeFilter = resolveExpenseTypeFilter(text)
  const keywordFilter = resolveKeywordFilter(prompt)
  const amountFilter = resolveAmountFilter(text)
+  const riskFilter = resolveRiskFilter(text)
  return {
    ...source,
    documentType,
@@ -235,6 +264,7 @@ export function resolveAiDocumentQueryIntent(prompt, options = {}) {
    statusFilter,
    expenseTypeFilter,
    keywordFilter,
-    amountFilter
+    amountFilter,
+    riskFilter
  }
 }
--- a/web/src/utils/aiDocumentQueryModel.js
+++ b/web/src/utils/aiDocumentQueryModel.js
@@ -2,6 +2,7 @@ import { extractExpenseClaimItems } from '../services/reimbursements.js'
 import { buildAiDocumentDetailHref } from './aiDocumentDetailReference.js'
 import { isApplicationDocumentNo } from './documentClassification.js'
 import { compactText, normalizeDateText, normalizeText, parseDate } from './aiDocumentQueryText.js'
+import { filterActionableRiskFlags, isRiskSummaryWithRisk, normalizeRiskFlagTone } from './riskFlags.js'

 export { resolveAiDocumentQueryIntent } from './aiDocumentQueryIntent.js'

@@ -36,6 +37,26 @@ const TYPE_LABELS = {
  other: '其他费用'
 }

+const COMMAND_ACTION_LABELS = {
+  delete: '删除',
+  approve: '审核通过',
+  reject: '驳回/退回'
+}
+
+const COMMAND_ACTION_VERBS = {
+  delete: '删除',
+  approve: '审核',
+  reject: '驳回或退回'
+}
+
+const COMMAND_OBJECT_LABELS = {
+  draft: '草稿',
+  application: '申请单',
+  reimbursement: '报销单',
+  approval_task: '待审任务',
+  document: '单据'
+}
+
 const MONEY_FORMATTER = new Intl.NumberFormat('zh-CN', {
  style: 'currency',
  currency: 'CNY',
@@ -155,6 +176,54 @@ function resolveRecordQuerySource(claim = {}, intent = {}) {
  )
 }

+function resolveRiskFlags(claim = {}) {
+  if (Array.isArray(claim.risk_flags_json)) {
+    return claim.risk_flags_json
+  }
+  if (Array.isArray(claim.riskFlags)) {
+    return claim.riskFlags
+  }
+  if (Array.isArray(claim.review_flags)) {
+    return claim.review_flags
+  }
+  if (Array.isArray(claim.reviewFlags)) {
+    return claim.reviewFlags
+  }
+  return []
+}
+
+function resolveRiskSummary(claim = {}) {
+  return normalizeText(
+    claim.risk_summary ||
+    claim.riskSummary ||
+    claim.risk ||
+    claim.risk_label ||
+    claim.riskLabel
+  )
+}
+
+function resolveRecordRiskMeta(claim = {}) {
+  const flags = filterActionableRiskFlags(resolveRiskFlags(claim))
+  const summary = resolveRiskSummary(claim)
+  if (!flags.length && !isRiskSummaryWithRisk(summary)) {
+    return { hasRisk: false, riskTone: 'none', riskLabel: '无风险' }
+  }
+  const tones = flags.map((flag) => normalizeRiskFlagTone(flag))
+  const riskTone = tones.includes('high')
+    ? 'high'
+    : tones.includes('medium')
+      ? 'medium'
+      : tones.includes('low')
+        ? 'low'
+        : 'medium'
+  const riskLabel = riskTone === 'high'
+    ? '高风险'
+    : riskTone === 'medium'
+      ? '中风险'
+      : '低风险'
+  return { hasRisk: true, riskTone, riskLabel }
+}
+
 function isApprovalTaskClaim(claim = {}, intent = {}) {
  return resolveRecordQuerySource(claim, intent) === 'approval'
 }
@@ -381,6 +450,7 @@ function normalizeRecord(claim = {}, intent = {}) {
  const rawStatusLabel = resolveStatusLabel(claim)
  const querySource = resolveRecordQuerySource(claim, intent)
  const isApprovalTask = isApprovalTaskClaim(claim, intent)
+  const riskMeta = resolveRecordRiskMeta(claim)
  const statusLabel = isApprovalTask && isPendingApprovalStatus(statusKey, rawStatusLabel)
    ? '待审批'
    : rawStatusLabel
@@ -402,6 +472,9 @@ function normalizeRecord(claim = {}, intent = {}) {
    statusKey,
    statusLabel,
    statusTone: resolveStatusTone(statusLabel),
+    hasRisk: riskMeta.hasRisk,
+    riskTone: riskMeta.riskTone,
+    riskLabel: riskMeta.riskLabel,
    querySource,
    isApprovalTask,
    reason,
@@ -417,7 +490,8 @@ function normalizeRecord(claim = {}, intent = {}) {
      departmentLabel,
      locationLabel,
      typeLabel,
-      statusLabel
+      statusLabel,
+      riskMeta.riskLabel
    ].join(' '))
  }
 }
@@ -459,6 +533,19 @@ function matchesAmountFilter(record = {}, amountFilter = null) {
  return true
 }

+function matchesRiskFilter(record = {}, riskFilter = null) {
+  if (!riskFilter?.level) {
+    return true
+  }
+  if (riskFilter.level === 'none') {
+    return !record.hasRisk
+  }
+  if (riskFilter.level === 'has') {
+    return record.hasRisk
+  }
+  return record.hasRisk && record.riskTone === riskFilter.level
+}
+
 export function filterAiDocumentQueryRecords(claimsPayload, intent = {}) {
  const rows = extractExpenseClaimItems(claimsPayload)
    .map((claim) => normalizeRecord(claim, intent))
@@ -472,6 +559,7 @@ export function filterAiDocumentQueryRecords(claimsPayload, intent = {}) {
    .filter((record) => matchesExpenseTypeFilter(record, intent?.expenseTypeFilter))
    .filter((record) => matchesKeywordFilter(record, intent?.keywordFilter))
    .filter((record) => matchesAmountFilter(record, intent?.amountFilter))
+    .filter((record) => matchesRiskFilter(record, intent?.riskFilter))
    .sort((left, right) => toTimestamp(right.dateKey) - toTimestamp(left.dateKey))

  return rows
@@ -492,7 +580,40 @@ function buildDocumentCardFieldHtml(label = '', value = '', options = {}) {
  ].join('')
 }

-function buildDocumentCardHtml(record = {}) {
+function resolveCommandDetailActionLabel(commandFrame = null) {
+  if (!commandFrame || commandFrame.safetyLevel !== 'confirm_required') {
+    return '查看详情'
+  }
+  if (commandFrame.action === 'delete') {
+    return '进入详情确认删除'
+  }
+  if (commandFrame.action === 'approve') {
+    return '进入详情确认审核'
+  }
+  if (commandFrame.action === 'reject') {
+    return '进入详情确认驳回'
+  }
+  return '进入详情确认'
+}
+
+function buildCommandConfirmationGuidanceHtml(commandFrame = null) {
+  if (!commandFrame || commandFrame.safetyLevel !== 'confirm_required') {
+    return ''
+  }
+  const actionVerb = COMMAND_ACTION_VERBS[commandFrame.action] || '操作'
+  const ctaLabel = resolveCommandDetailActionLabel(commandFrame)
+  return [
+    '<section class="ai-document-command-guidance" aria-label="高风险操作提示">',
+    '<strong class="ai-document-command-guidance__title">需要先确认目标单据</strong>',
+    '<div class="ai-document-command-guidance__body">',
+    `系统不会直接${escapeHtml(actionVerb)}相关单据。`,
+    `如果您希望继续${escapeHtml(actionVerb)}单据，请点击下方候选单据里的快捷按钮“${escapeHtml(ctaLabel)}”，进入单据详情核对后再操作。`,
+    '</div>',
+    '</section>'
+  ].join('')
+}
+
+function buildDocumentCardHtml(record = {}, options = {}) {
  const href = buildAiDocumentDetailHref(record)
  const typeClass = record.documentType === 'application' ? 'application' : 'reimbursement'
  const approvalTaskClass = record.isApprovalTask ? ' ai-document-card--approval-task' : ''
@@ -503,12 +624,14 @@ function buildDocumentCardHtml(record = {}) {
  const ownerText = [record.ownerLabel, record.departmentLabel]
    .filter((item) => item && item !== '未显示')
    .join(' · ') || '未显示'
+  const detailActionLabel = resolveCommandDetailActionLabel(options.commandFrame)
  const summaryHtml = [
    buildDocumentCardFieldHtml('日期', record.time || '待补充'),
    buildDocumentCardFieldHtml(amountLabel, record.amountLabel, { valueClass: 'ai-document-card__amount' })
  ].join('')
  const detailsHtml = [
    buildDocumentCardFieldHtml('地点', record.locationLabel || '待补充'),
+    buildDocumentCardFieldHtml('风险', record.riskLabel || '无风险'),
    buildDocumentCardFieldHtml('单据编号', record.documentNo || '未编号单据', { valueClass: 'ai-document-card__number' }),
    buildDocumentCardFieldHtml('事由', record.reason || '待补充'),
    buildDocumentCardFieldHtml('申请人', ownerText),
@@ -516,7 +639,7 @@ function buildDocumentCardHtml(record = {}) {
      '<div class="ai-document-card__field ai-document-card__field--action">',
      '<span class="ai-document-card__label">操作</span>',
      href
-        ? `<a class="ai-html-action-link ai-html-action-link-document ai-document-card__action" data-ai-action="open-document-detail" href="${escapeHtml(href)}">查看详情</a>`
+        ? `<a class="ai-html-action-link ai-html-action-link-document ai-document-card__action" data-ai-action="open-document-detail" href="${escapeHtml(href)}">${escapeHtml(detailActionLabel)}</a>`
        : '<span class="ai-document-card__value">暂无详情</span>',
      '</div>'
    ].join(''),
@@ -556,11 +679,13 @@ function buildDocumentQuerySummaryHtml(scopeText = '', totalCount = 0, visibleCo

 function buildDocumentCardsHtml(records = [], options = {}) {
  const querySummaryHtml = options.querySummaryHtml || ''
+  const commandGuidanceHtml = buildCommandConfirmationGuidanceHtml(options.commandFrame)
  return [
    '<!-- ai-trusted-html:start -->',
+    commandGuidanceHtml,
    querySummaryHtml,
    '<section class="ai-document-card-list" aria-label="单据查询结果">',
-    ...records.map((record) => buildDocumentCardHtml(record)),
+    ...records.map((record) => buildDocumentCardHtml(record, options)),
    '</section>',
    '<!-- ai-trusted-html:end -->'
  ].join('\n')
@@ -574,7 +699,8 @@ function buildQueryScopeText(intent = {}) {
    intent.statusFilter?.label ? `状态：${intent.statusFilter.label}` : '',
    intent.expenseTypeFilter?.label ? `费用类型：${intent.expenseTypeFilter.label}` : '',
    intent.keywordFilter?.label ? `关键词：${intent.keywordFilter.label}` : '',
-    intent.amountFilter?.label ? `金额：${intent.amountFilter.label}` : ''
+    intent.amountFilter?.label ? `金额：${intent.amountFilter.label}` : '',
+    intent.riskFilter?.label ? `风险：${intent.riskFilter.label}` : ''
  ].filter(Boolean).join(' / ')
 }

@@ -586,12 +712,52 @@ export function buildAiDocumentQueryConditionSummary(intent = {}) {
    intent.statusFilter?.label ? `状态：${intent.statusFilter.label}` : '',
    intent.expenseTypeFilter?.label ? `费用类型：${intent.expenseTypeFilter.label}` : '',
    intent.keywordFilter?.label ? `关键词：${intent.keywordFilter.label}` : '',
-    intent.amountFilter?.label ? `金额：${intent.amountFilter.label}` : ''
+    intent.amountFilter?.label ? `金额：${intent.amountFilter.label}` : '',
+    intent.riskFilter?.label ? `风险：${intent.riskFilter.label}` : ''
  ].filter(Boolean)
  return conditions.join('；')
 }

-export function buildAiDocumentQueryMessage(intent = {}, claimsPayload = []) {
+function buildAiDocumentCommandPolicyEvent(commandFrame = null) {
+  if (!commandFrame || commandFrame.safetyLevel !== 'confirm_required') {
+    return null
+  }
+  const actionLabel = COMMAND_ACTION_LABELS[commandFrame.action] || '高风险操作'
+  const objectLabel = COMMAND_OBJECT_LABELS[commandFrame.objectType] || '单据'
+  return {
+    eventId: 'document-command-policy',
+    title: '识别高风险操作意图',
+    content: `识别到用户想执行“${actionLabel}”动作，对象是“${objectLabel}”。这类动作不会直接执行，我会先筛选候选单据，再让用户进入详情页确认。`,
+    status: 'running'
+  }
+}
+
+export function buildAiDocumentQueryThinkingEvents(intent = {}, options = {}) {
+  const conditionSummary = buildAiDocumentQueryConditionSummary(intent)
+  return [
+    buildAiDocumentCommandPolicyEvent(options.commandFrame),
+    {
+      eventId: 'document-query-parse',
+      title: '解析自然语言筛选条件',
+      content: `正在从您的问题里提取查询来源、单据类型、时间、状态、费用类型、风险、关键词和金额条件。当前识别：${conditionSummary}。`,
+      status: 'running'
+    },
+    {
+      eventId: 'document-query-fetch',
+      title: '查询业务单据接口',
+      content: '等待调用业务单据接口。',
+      status: 'pending'
+    },
+    {
+      eventId: 'document-query-filter',
+      title: '组合筛选单据',
+      content: '等待接口返回后，再按已识别条件做二次筛选。',
+      status: 'pending'
+    }
+  ].filter(Boolean)
+}
+
+export function buildAiDocumentQueryMessage(intent = {}, claimsPayload = [], options = {}) {
  const records = filterAiDocumentQueryRecords(claimsPayload, intent)
  const visibleRecords = records.slice(0, DOCUMENT_QUERY_LIMIT)
  const scopeText = buildQueryScopeText(intent)
@@ -610,7 +776,8 @@ export function buildAiDocumentQueryMessage(intent = {}, claimsPayload = []) {
    '### 已查询到相关单据',
    '',
    buildDocumentCardsHtml(visibleRecords, {
-      querySummaryHtml: buildDocumentQuerySummaryHtml(scopeText, records.length, visibleRecords.length)
+      querySummaryHtml: buildDocumentQuerySummaryHtml(scopeText, records.length, visibleRecords.length),
+      commandFrame: options.commandFrame
    })
  ]

--- a/web/src/utils/aiWorkbenchConversationStore.js
+++ b/web/src/utils/aiWorkbenchConversationStore.js
@@ -3,7 +3,10 @@ const MAX_CONVERSATION_HISTORY = 30
 const MAX_STORED_MESSAGES = 80
 const APPLICATION_DETAIL_HREF_PREFIX = '#ai-open-application-detail:'
 const DELETED_APPLICATION_DETAIL_HREF_PREFIX = '#ai-deleted-application-detail:'
+const DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
+const DELETED_DOCUMENT_DETAIL_HREF_PREFIX = '#ai-deleted-document-detail:'
 const APPLICATION_DETAIL_MARKDOWN_LINK_RE = /\[([^\]]+)\]\((#ai-open-application-detail:[^)]+)\)/g
+const DOCUMENT_DETAIL_MARKDOWN_LINK_RE = /\[([^\]]+)\]\((#ai-open-document-detail:[^)]+)\)/g

 function safeString(value) {
  return String(value || '').trim()
@@ -25,12 +28,12 @@ function collectDeletedDraftIdentifiers(payload = {}) {
  ].map((item) => normalizeIdentifier(item)).filter(Boolean))
 }

-function decodeApplicationDetailHref(href = '') {
+function decodeDetailHref(href = '', prefix = '') {
  const value = safeString(href)
-  if (!value.startsWith(APPLICATION_DETAIL_HREF_PREFIX)) {
+  if (!value.startsWith(prefix)) {
    return []
  }
-  const encodedReference = value.slice(APPLICATION_DETAIL_HREF_PREFIX.length)
+  const encodedReference = value.slice(prefix.length)
  if (!encodedReference) {
    return []
  }
@@ -54,10 +57,22 @@ function decodeApplicationDetailHref(href = '') {
  return [...identifiers]
 }

+function decodeApplicationDetailHref(href = '') {
+  return decodeDetailHref(href, APPLICATION_DETAIL_HREF_PREFIX)
+}
+
+function decodeDocumentDetailHref(href = '') {
+  return decodeDetailHref(href, DOCUMENT_DETAIL_HREF_PREFIX)
+}
+
 function applicationDetailHrefMatchesDeletedDraft(href = '', identifiers = new Set()) {
  return decodeApplicationDetailHref(href).some((item) => identifiers.has(item))
 }

+function documentDetailHrefMatchesDeletedDocument(href = '', identifiers = new Set()) {
+  return decodeDocumentDetailHref(href).some((item) => identifiers.has(item))
+}
+
 function buildDeletedApplicationDetailHref(href = '') {
  const value = safeString(href)
  if (!value.startsWith(APPLICATION_DETAIL_HREF_PREFIX)) {
@@ -66,6 +81,14 @@ function buildDeletedApplicationDetailHref(href = '') {
  return `${DELETED_APPLICATION_DETAIL_HREF_PREFIX}${value.slice(APPLICATION_DETAIL_HREF_PREFIX.length)}`
 }

+function buildDeletedDocumentDetailHref(href = '') {
+  const value = safeString(href)
+  if (!value.startsWith(DOCUMENT_DETAIL_HREF_PREFIX)) {
+    return ''
+  }
+  return `${DELETED_DOCUMENT_DETAIL_HREF_PREFIX}${value.slice(DOCUMENT_DETAIL_HREF_PREFIX.length)}`
+}
+
 function markApplicationDetailLinksDeleted(content = '', identifiers = new Set()) {
  let changed = false
  const nextContent = String(content || '').replace(APPLICATION_DETAIL_MARKDOWN_LINK_RE, (match, _label, href) => {
@@ -82,6 +105,33 @@ function markApplicationDetailLinksDeleted(content = '', identifiers = new Set()
  return { content: nextContent, changed }
 }

+function markDocumentDetailLinksDeleted(content = '', identifiers = new Set()) {
+  let changed = false
+  const afterDocumentLinks = String(content || '').replace(DOCUMENT_DETAIL_MARKDOWN_LINK_RE, (match, _label, href) => {
+    if (!documentDetailHrefMatchesDeletedDocument(href, identifiers)) {
+      return match
+    }
+    const deletedHref = buildDeletedDocumentDetailHref(href)
+    if (!deletedHref) {
+      return '单据已删除'
+    }
+    changed = true
+    return `[单据已删除](${deletedHref})`
+  })
+  const nextContent = afterDocumentLinks.replace(APPLICATION_DETAIL_MARKDOWN_LINK_RE, (match, _label, href) => {
+    if (!applicationDetailHrefMatchesDeletedDraft(href, identifiers)) {
+      return match
+    }
+    const deletedHref = buildDeletedApplicationDetailHref(href)
+    if (!deletedHref) {
+      return '单据已删除'
+    }
+    changed = true
+    return `[单据已删除](${deletedHref})`
+  })
+  return { content: nextContent, changed }
+}
+
 function actionMatchesDeletedDraft(action = {}, identifiers = new Set()) {
  const payload = action?.payload && typeof action.payload === 'object' ? action.payload : {}
  return [
@@ -98,7 +148,8 @@ function actionMatchesDeletedDraft(action = {}, identifiers = new Set()) {
 function markSuggestedActionsDeleted(actions = [], identifiers = new Set()) {
  let changed = false
  const nextActions = (Array.isArray(actions) ? actions : []).map((action) => {
-    if (String(action?.action_type || '').trim() !== 'open_application_detail') {
+    const actionType = String(action?.action_type || '').trim()
+    if (!['open_application_detail', 'open_document_detail'].includes(actionType)) {
      return action
    }
    if (!actionMatchesDeletedDraft(action, identifiers)) {
@@ -111,7 +162,9 @@ function markSuggestedActionsDeleted(actions = [], identifiers = new Set()) {
      description: '草稿单据已经删除，请重新再次申请。',
      icon: 'mdi mdi-trash-can-outline',
      disabled: true,
-      action_type: 'deleted_application_detail'
+      action_type: actionType === 'open_document_detail'
+        ? 'deleted_document_detail'
+        : 'deleted_application_detail'
    }
  })
  return { actions: nextActions, changed }
@@ -132,6 +185,21 @@ function buildDraftDeletedMessage(payload = {}) {
  }
 }

+function buildDocumentDeletedMessage(payload = {}) {
+  const claimNo = safeString(payload.claimNo || payload.claim_no || payload.documentNo || payload.document_no)
+  return {
+    id: `document-deleted-${safeString(payload.claimId || payload.claim_id || payload.id || claimNo) || Date.now()}`,
+    role: 'assistant',
+    content: [
+      `单据${claimNo ? ` ${claimNo}` : ''} 已经删除或不可访问。`,
+      '该历史入口已失效，请返回单据列表重新查询。'
+    ].join('\n\n'),
+    feedback: '',
+    stewardPlan: null,
+    suggestedActions: []
+  }
+}
+
 function conversationHasDeletionNotice(messages = [], identifiers = new Set()) {
  return messages.some((message) => {
    const content = safeString(message?.content)
@@ -139,6 +207,13 @@ function conversationHasDeletionNotice(messages = [], identifiers = new Set()) {
  })
 }

+function conversationHasDocumentDeletionNotice(messages = [], identifiers = new Set()) {
+  return messages.some((message) => {
+    const content = safeString(message?.content)
+    return content.includes('已经删除或不可访问') && [...identifiers].some((item) => content.includes(item))
+  })
+}
+
 function resolveUserStorageKey(user = {}) {
  const identity = safeString(user.username || user.email || user.name || 'anonymous')
  return `${STORAGE_KEY_PREFIX}:${identity || 'anonymous'}`
@@ -329,3 +404,46 @@ export function markAiWorkbenchConversationDraftDeleted(user = {}, payload = {})
  writeStoredList(user, nextList)
  return loadAiWorkbenchConversationHistory(user)
 }
+
+export function markAiWorkbenchConversationDocumentDeleted(user = {}, payload = {}) {
+  const identifiers = collectDeletedDraftIdentifiers(payload)
+  if (!identifiers.size) {
+    return loadAiWorkbenchConversationHistory(user)
+  }
+
+  const nextList = readStoredList(user).map((conversation) => {
+    const normalized = normalizeConversation(conversation)
+    let conversationChanged = false
+    const messages = normalized.messages.map((message) => {
+      const contentResult = markDocumentDetailLinksDeleted(message.content, identifiers)
+      const actionsResult = markSuggestedActionsDeleted(message.suggestedActions, identifiers)
+      if (!contentResult.changed && !actionsResult.changed) {
+        return message
+      }
+      conversationChanged = true
+      return {
+        ...message,
+        content: contentResult.content,
+        suggestedActions: actionsResult.actions
+      }
+    })
+
+    if (!conversationChanged) {
+      return normalized
+    }
+
+    if (!conversationHasDocumentDeletionNotice(messages, identifiers)) {
+      messages.push(buildDocumentDeletedMessage(payload))
+    }
+
+    return {
+      ...normalized,
+      desc: '单据已经删除或不可访问。',
+      messages,
+      updatedAt: Date.now()
+    }
+  })
+
+  writeStoredList(user, nextList)
+  return loadAiWorkbenchConversationHistory(user)
+}
--- a/web/tests/ai-conversation-html-renderer.test.mjs
+++ b/web/tests/ai-conversation-html-renderer.test.mjs
@@ -115,6 +115,15 @@ test('AI conversation renderer renders document detail action links as buttons',
  assert.doesNotMatch(rendered, /target="_blank"[\s\S]{0,120}#ai-open-document-detail/)
 })

+test('AI conversation renderer renders deleted document detail actions as disabled buttons', () => {
+  const rendered = renderAiConversationHtml('[单据已删除](#ai-deleted-document-detail:claim-deleted-1)')
+
+  assert.match(rendered, /class="ai-html-action-link ai-html-action-link-document is-disabled"/)
+  assert.match(rendered, /aria-disabled="true"/)
+  assert.match(rendered, /data-ai-action="deleted-document-detail"/)
+  assert.doesNotMatch(rendered, /href="#ai-deleted-document-detail/)
+})
+
 test('AI conversation renderer renders images as html and rejects unsafe image sources', () => {
  const rendered = renderAiConversationHtml([
    '### 图片材料',
--- a/web/tests/ai-document-query-model.test.mjs
+++ b/web/tests/ai-document-query-model.test.mjs
@@ -9,6 +9,8 @@ import {
  resolveAiDocumentQueryIntent
 } from '../src/utils/aiDocumentQueryModel.js'
 import { renderAiConversationHtml } from '../src/utils/aiConversationHtmlRenderer.js'
+import { resolveWorkbenchIntentActionRoute } from '../src/composables/workbenchAiMode/workbenchIntentActionPolicy.js'
+import { resolveWorkbenchIntentFrame } from '../src/composables/workbenchAiMode/workbenchIntentFrameModel.js'

 const today = '2026-06-20'

@@ -68,6 +70,21 @@ test('AI document query intent detects approval document questions', () => {
  assert.equal(intent?.sourceLabel, '待我审核的单据')
 })

+test('AI document query intent detects short approval workbench commands', () => {
+  const reviewIntent = resolveAiDocumentQueryIntent('我要审核', { today })
+  const todoIntent = resolveAiDocumentQueryIntent('待办审批', { today })
+
+  assert.equal(reviewIntent?.source, 'approval')
+  assert.equal(reviewIntent?.documentType, 'all')
+  assert.equal(reviewIntent?.sourceLabel, '待我审核的单据')
+  assert.equal(todoIntent?.source, 'approval')
+  assert.equal(todoIntent?.sourceLabel, '待我审核的单据')
+})
+
+test('AI document query intent keeps approval policy questions out of document query', () => {
+  assert.equal(resolveAiDocumentQueryIntent('审批规则怎么走', { today }), null)
+})
+
 test('AI document query keeps explicit own-document scope separate from accessible documents', () => {
  const intent = resolveAiDocumentQueryIntent('我名下有哪些单据？', { today })

@@ -136,6 +153,66 @@ test('AI document query combines natural-language filters', () => {
  assert.match(buildAiDocumentQueryConditionSummary(intent), /金额：不少于1000元/)
 })

+test('AI document query filters draft candidates by relative day', () => {
+  const intent = resolveAiDocumentQueryIntent('我的 3天前 草稿单据', { today: '2026-06-24' })
+  const records = filterAiDocumentQueryRecords([
+    {
+      id: 'draft-3-days-ago',
+      claim_no: 'AP-20260621001',
+      document_type_code: 'application',
+      status: 'draft',
+      reason: '三天前保存的申请草稿',
+      created_at: '2026-06-21T09:00:00Z'
+    },
+    {
+      id: 'draft-yesterday',
+      claim_no: 'AP-20260623001',
+      document_type_code: 'application',
+      status: 'draft',
+      reason: '昨天保存的申请草稿',
+      created_at: '2026-06-23T09:00:00Z'
+    }
+  ], intent)
+
+  assert.equal(intent?.source, 'mine')
+  assert.equal(intent?.statusFilter?.label, '草稿')
+  assert.equal(intent?.timeRange?.start, '2026-06-21')
+  assert.equal(intent?.timeRange?.end, '2026-06-21')
+  assert.deepEqual(records.map((record) => record.documentNo), ['AP-20260621001'])
+})
+
+test('AI document query filters no-risk approval application candidates', () => {
+  const intent = resolveAiDocumentQueryIntent('待我审核 无风险 申请单', { today })
+  const payload = [{
+    id: 'approval-no-risk',
+    claim_no: 'AP-NORISK-001',
+    document_type_code: 'application',
+    expense_type: 'travel_application',
+    status: 'submitted',
+    reason: '合规差旅申请',
+    created_at: '2026-06-20T09:00:00Z',
+    risk_flags_json: [],
+    risk_summary: '无'
+  }, {
+    id: 'approval-high-risk',
+    claim_no: 'AP-RISK-001',
+    document_type_code: 'application',
+    expense_type: 'travel_application',
+    status: 'submitted',
+    reason: '住宿超标申请',
+    created_at: '2026-06-20T10:00:00Z',
+    risk_flags_json: [{ severity: 'high', summary: '住宿超标' }],
+    risk_summary: '住宿超标'
+  }]
+  const records = filterAiDocumentQueryRecords({ items: payload, querySource: 'approval' }, intent)
+
+  assert.equal(intent?.source, 'approval')
+  assert.equal(intent?.documentType, 'application')
+  assert.equal(intent?.riskFilter?.level, 'none')
+  assert.match(buildAiDocumentQueryConditionSummary(intent), /风险：无风险/)
+  assert.deepEqual(records.map((record) => record.documentNo), ['AP-NORISK-001'])
+})
+
 test('AI document query excludes undated rows when a time condition is present', () => {
  const intent = resolveAiDocumentQueryIntent('我2月有哪些单据？', { today })
  const records = filterAiDocumentQueryRecords([
@@ -246,6 +323,28 @@ test('AI document query html cards render as trusted card markup', () => {
  assert.doesNotMatch(rendered, /<blockquote>/)
 })

+test('AI document query keeps high-risk command guidance in trusted rendered markup', () => {
+  const frame = resolveWorkbenchIntentFrame('删除申请单草稿', { today: '2026-06-24' })
+  const route = resolveWorkbenchIntentActionRoute(frame)
+  const intent = resolveAiDocumentQueryIntent(route.queryPrompt, { today: '2026-06-24' })
+  const rendered = renderAiConversationHtml(buildAiDocumentQueryMessage(intent, [{
+    id: 'draft-application-1',
+    claim_no: 'AP-DRAFT-001',
+    document_type_code: 'application',
+    expense_type: 'travel_application',
+    status: 'draft',
+    reason: '测试申请草稿',
+    created_at: '2026-06-24T09:00:00Z'
+  }], { commandFrame: frame }))
+
+  assert.match(rendered, /<h3 class="ai-html-title">已查询到相关单据<\/h3>/)
+  assert.match(rendered, /<section class="ai-document-command-guidance" aria-label="高风险操作提示">/)
+  assert.match(rendered, /系统不会直接删除相关单据/)
+  assert.match(rendered, /进入单据详情核对后再操作/)
+  assert.match(rendered, /<section class="ai-document-card-list" aria-label="单据查询结果">/)
+  assert.match(rendered, /进入详情确认删除/)
+})
+
 test('AI document query trusted html rejects unsafe card markup', () => {
  const rendered = renderAiConversationHtml([
    '### 查询结果',
--- a/web/tests/assistant-session-draft-delete.test.mjs
+++ b/web/tests/assistant-session-draft-delete.test.mjs
@@ -5,6 +5,7 @@ import { fileURLToPath } from 'node:url'

 import {
  markAiWorkbenchConversationDraftDeleted,
+  markAiWorkbenchConversationDocumentDeleted,
  loadAiWorkbenchConversationHistory,
  saveAiWorkbenchConversation
 } from '../src/utils/aiWorkbenchConversationStore.js'
@@ -120,6 +121,54 @@ test('deleting an application draft marks AI workbench detail links as unavailab
  assert.equal(loadAiWorkbenchConversationHistory(user)[0].messages.length, 2)
 })

+test('deleted document detail links are disabled for reopened AI conversations', () => {
+  installWindowStub()
+  const user = { username: 'zhangsan@example.com' }
+
+  saveAiWorkbenchConversation(user, {
+    id: 'conversation-document-delete-candidate',
+    title: '删除申请单草稿',
+    messages: [
+      {
+        id: 'assistant-document-candidates',
+        role: 'assistant',
+        content: [
+          '### 已查询到相关单据',
+          '',
+          '[进入详情确认删除](#ai-open-document-detail:claim_id%3Dclaim-draft-2%26claim_no%3DAP-DRAFT-002)'
+        ].join('\n')
+      }
+    ]
+  })
+
+  const nextHistory = markAiWorkbenchConversationDocumentDeleted(user, {
+    claimId: 'claim-draft-2',
+    claimNo: 'AP-DRAFT-002'
+  })
+  const conversation = nextHistory.find((item) => item.id === 'conversation-document-delete-candidate')
+
+  assert.ok(conversation)
+  assert.match(conversation.messages[0].content, /#ai-deleted-document-detail:/)
+  assert.doesNotMatch(conversation.messages[0].content, /#ai-open-document-detail:/)
+  assert.match(conversation.messages[0].content, /\[单据已删除\]/)
+  assert.match(conversation.messages.at(-1).content, /单据 AP-DRAFT-002 已经删除或不可访问/)
+  assert.match(conversation.messages.at(-1).content, /该历史入口已失效，请返回单据列表重新查询/)
+  assert.equal(loadAiWorkbenchConversationHistory(user)[0].messages.length, 2)
+})
+
+test('AI workbench validates document detail links before opening stale history entries', () => {
+  const aiMode = readFileSync(
+    fileURLToPath(new URL('../src/composables/workbenchAiMode/usePersonalWorkbenchAiMode.js', import.meta.url)),
+    'utf8'
+  )
+
+  assert.match(aiMode, /fetchExpenseClaimDetail/)
+  assert.match(aiMode, /markAiWorkbenchConversationDocumentDeleted/)
+  assert.match(aiMode, /async function handleAiAnswerMarkdownClick/)
+  assert.match(aiMode, /await ensureAiDocumentDetailStillAvailable/)
+  assert.match(aiMode, /已将这条历史入口标记为不可查看/)
+})
+
 test('saving a draft keeps the financial assistant open for continued work', () => {
  const appShellScript = readFileSync(
    fileURLToPath(new URL('../src/composables/useAppShell.js', import.meta.url)),