refactor: update orchestrator service and travel form view

- services/orchestrator.py: update orchestrator service
- views/TravelReimbursementCreateView.vue: update travel form view
- views/scripts/TravelReimbursementCreateView.js: update travel form script

server/src/app/services/orchestrator.py

@@ -1257,8 +1257,9 @@ class OrchestratorService:
 
         if employee is not None:
             add_condition("employee_id", employee.id)
-            add_condition("employee_name", employee.name)
             add_condition("employee_name", employee.email)
+            if self._employee_name_is_unique(employee):
+                add_condition("employee_name", employee.name)
         else:
             add_condition("employee_id", normalized_user_id)
             add_condition("employee_name", normalized_user_id)
@@ -1268,6 +1269,19 @@ class OrchestratorService:
             return conditions, "你的报销单"
         return conditions, "当前用户的报销单"
 
+    def _employee_name_is_unique(self, employee: Employee) -> bool:
+        normalized_name = str(employee.name or "").strip()
+        if not normalized_name:
+            return False
+
+        same_name_count = int(
+            self.db.scalar(
+                select(func.count()).select_from(Employee).where(Employee.name == normalized_name)
+            )
+            or 0
+        )
+        return same_name_count == 1
+
     @staticmethod
     def _has_privileged_expense_query_access(context_json: dict[str, Any]) -> bool:
         role_codes = {

web/src/views/TravelReimbursementCreateView.vue

@@ -120,6 +120,100 @@
                       </div>
                     </div>
 
+                    <div
+                      v-if="message.role === 'assistant' && !message.reviewPayload && message.queryPayload?.resultType === 'expense_claim_list'"
+                      class="message-detail-block expense-query-block"
+                    >
+                      <strong>{{ message.queryPayload.recentWindowApplied ? '近 10 日单据' : '单据明细' }}</strong>
+
+                      <p v-if="buildExpenseQueryWindowLabel(message.queryPayload)" class="expense-query-window-label">
+                        {{ buildExpenseQueryWindowLabel(message.queryPayload) }}
+                      </p>
+
+                      <div v-if="message.queryPayload.statusGroups?.length" class="expense-query-summary-row">
+                        <span
+                          v-for="item in message.queryPayload.statusGroups"
+                          :key="`${message.id}-${item.key}`"
+                          class="expense-query-summary-chip"
+                          :class="item.key"
+                        >
+                          {{ item.label }} {{ item.count }}
+                        </span>
+                      </div>
+
+                      <div v-if="message.queryPayload.records?.length" class="expense-query-record-list compact">
+                        <button
+                          v-for="record in getExpenseQueryVisibleRecords(message.queryPayload)"
+                          :key="`${message.id}-${record.claimId}`"
+                          type="button"
+                          class="expense-query-record-card"
+                          @click="openExpenseQueryRecord(record)"
+                        >
+                          <div class="expense-query-record-main">
+                            <div class="expense-query-record-top">
+                              <strong>{{ record.claimNo }}</strong>
+                              <span class="expense-query-record-status" :class="record.statusGroup || 'other'">
+                                {{ record.statusLabel }}
+                              </span>
+                            </div>
+                            <p>{{ record.summary }}</p>
+                            <div class="expense-query-record-meta">
+                              <span>{{ record.expenseTypeLabel }}</span>
+                              <span>{{ record.dateDisplay }}</span>
+                              <span>{{ record.amountDisplay }}</span>
+                            </div>
+                          </div>
+                          <i class="mdi mdi-chevron-right"></i>
+                        </button>
+
+                        <div
+                          v-if="getExpenseQueryTotalPages(message.queryPayload) > 1"
+                          class="expense-query-pager"
+                        >
+                          <button
+                            type="button"
+                            class="expense-query-pager-btn"
+                            :disabled="getExpenseQueryActivePage(message.queryPayload) === 1"
+                            aria-label="上一页"
+                            @click="shiftExpenseQueryPage(message, -1)"
+                          >
+                            <i class="mdi mdi-chevron-left"></i>
+                          </button>
+
+                          <div class="expense-query-pager-dots" aria-label="单据分页">
+                            <button
+                              v-for="page in getExpenseQueryTotalPages(message.queryPayload)"
+                              :key="`${message.id}-query-page-${page}`"
+                              type="button"
+                              class="expense-query-pager-dot"
+                              :class="{ active: getExpenseQueryActivePage(message.queryPayload) === page }"
+                              :aria-label="`第 ${page} 页`"
+                              @click="setExpenseQueryPage(message, page)"
+                            ></button>
+                          </div>
+
+                          <button
+                            type="button"
+                            class="expense-query-pager-btn"
+                            :disabled="getExpenseQueryActivePage(message.queryPayload) === getExpenseQueryTotalPages(message.queryPayload)"
+                            aria-label="下一页"
+                            @click="shiftExpenseQueryPage(message, 1)"
+                          >
+                            <i class="mdi mdi-chevron-right"></i>
+                          </button>
+                        </div>
+                      </div>
+
+                      <div v-else class="expense-query-empty">
+                        <i class="mdi mdi-file-search-outline"></i>
+                        <span>当前没有可直接展开的近期待办单据。</span>
+                      </div>
+
+                      <p v-if="buildExpenseQueryHint(message.queryPayload)" class="expense-query-hint">
+                        {{ buildExpenseQueryHint(message.queryPayload) }}
+                      </p>
+                    </div>
+
                     <div v-if="message.role === 'assistant' && message.reviewPayload" class="message-detail-block review-message-block">
                       <div class="review-card-shell">
                         <div class="review-card-head">

web/src/views/scripts/TravelReimbursementCreateView.js

@@ -1,4 +1,5 @@
 import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'
+import { useRouter } from 'vue-router'
 
 import ConfirmDialog from '../../components/shared/ConfirmDialog.vue'
 import { useSystemState } from '../../composables/useSystemState.js'
@@ -151,6 +152,7 @@ const MAX_ATTACHMENTS = 10
 const MAX_OCR_DOCUMENTS = 10
 const VISIBLE_ATTACHMENT_CHIPS = 2
 const COMPOSER_MAX_ROWS = 5
+const EXPENSE_QUERY_PAGE_SIZE = 5
 const SESSION_TYPE_EXPENSE = 'expense'
 const SESSION_TYPE_KNOWLEDGE = 'knowledge'
 const HOT_KNOWLEDGE_QUESTIONS = [
@@ -199,6 +201,7 @@ function createMessage(role, text, attachments = [], extras = {}) {
     meta: [],
     citations: [],
     suggestedActions: [],
+    queryPayload: null,
     draftPayload: null,
     reviewPayload: null,
     riskFlags: [],
@@ -625,8 +628,50 @@ function resolveKnowledgeRankTone(index) {
   return 'default'
 }
 
+function parseConversationMessageSequence(message) {
+  const messageJson = message?.message_json || message?.messageJson || {}
+  const sequence = Number.parseInt(messageJson?.sequence, 10)
+  return Number.isFinite(sequence) && sequence > 0 ? sequence : null
+}
+
+function parseConversationMessageTime(message) {
+  const rawValue = message?.created_at || message?.createdAt || ''
+  const timestamp = new Date(rawValue).getTime()
+  return Number.isFinite(timestamp) ? timestamp : Number.MAX_SAFE_INTEGER
+}
+
+function resolveConversationMessageRolePriority(message) {
+  return String(message?.role || '').trim() === 'user' ? 0 : 1
+}
+
+function sortConversationMessages(messages) {
+  return [...(Array.isArray(messages) ? messages : [])].sort((left, right) => {
+    const leftSequence = parseConversationMessageSequence(left)
+    const rightSequence = parseConversationMessageSequence(right)
+    if (leftSequence !== null && rightSequence !== null && leftSequence !== rightSequence) {
+      return leftSequence - rightSequence
+    }
+
+    const timeDiff = parseConversationMessageTime(left) - parseConversationMessageTime(right)
+    if (timeDiff !== 0) {
+      return timeDiff
+    }
+
+    const leftRunId = String(left?.run_id || left?.runId || '').trim()
+    const rightRunId = String(right?.run_id || right?.runId || '').trim()
+    if (leftRunId && rightRunId && leftRunId === rightRunId) {
+      const roleDiff = resolveConversationMessageRolePriority(left) - resolveConversationMessageRolePriority(right)
+      if (roleDiff !== 0) {
+        return roleDiff
+      }
+    }
+
+    return String(left?.id || '').localeCompare(String(right?.id || ''))
+  })
+}
+
 function normalizeInitialConversationMessages(conversation) {
-  const rawMessages = Array.isArray(conversation?.messages) ? conversation.messages : []
+  const rawMessages = sortConversationMessages(conversation?.messages)
 
   return rawMessages.map((item) => {
     const messageJson = item?.message_json || item?.messageJson || {}
@@ -645,6 +690,7 @@ function normalizeInitialConversationMessages(conversation) {
         item.role === 'assistant' && Array.isArray(result?.suggested_actions)
           ? result.suggested_actions
           : [],
+      queryPayload: item.role === 'assistant' ? normalizeExpenseQueryPayload(result?.query_payload) : null,
       draftPayload: item.role === 'assistant' ? result?.draft_payload || messageJson?.draft_payload || null : null,
       reviewPayload: item.role === 'assistant' ? result?.review_payload || null : null,
       riskFlags: item.role === 'assistant' && Array.isArray(result?.risk_flags) ? result.risk_flags : []
@@ -909,6 +955,159 @@ function formatAmountDisplay(value) {
   }).format(amount)
 }
 
+function normalizeExpenseQueryStatusGroup(item) {
+  if (!item || typeof item !== 'object') {
+    return null
+  }
+
+  const rawCount = Number(item.count || 0)
+  return {
+    key: String(item.key || 'other').trim() || 'other',
+    label: String(item.label || '其他状态').trim() || '其他状态',
+    count: Number.isFinite(rawCount) ? Math.max(0, rawCount) : 0
+  }
+}
+
+function normalizeExpenseQueryRecord(item) {
+  if (!item || typeof item !== 'object') {
+    return null
+  }
+
+  const amount = Number(item.amount || 0)
+  const amountValue = Number.isFinite(amount) ? amount : 0
+  const expenseTypeLabel = String(item.expense_type_label || item.expense_type || '报销').trim() || '报销'
+  const reason = String(item.reason || '').trim()
+  const documentDate = String(item.document_date || '').trim()
+  const occurredAt = String(item.occurred_at || '').trim()
+
+  return {
+    claimId: String(item.claim_id || '').trim(),
+    claimNo: String(item.claim_no || '').trim() || '未编号',
+    employeeName: String(item.employee_name || '').trim(),
+    expenseType: String(item.expense_type || '').trim(),
+    expenseTypeLabel,
+    amount: amountValue,
+    amountDisplay: formatAmountDisplay(amountValue),
+    status: String(item.status || '').trim(),
+    statusLabel: String(item.status_label || '处理中').trim() || '处理中',
+    statusGroup: String(item.status_group || 'other').trim() || 'other',
+    statusGroupLabel: String(item.status_group_label || '其他状态').trim() || '其他状态',
+    approvalStage: String(item.approval_stage || '').trim(),
+    documentDate,
+    occurredAt,
+    reason,
+    location: String(item.location || '').trim(),
+    summary: reason || `${expenseTypeLabel}报销`,
+    dateDisplay: documentDate || occurredAt || '待补充日期'
+  }
+}
+
+function normalizeExpenseQueryPayload(payload) {
+  if (!payload || typeof payload !== 'object') {
+    return null
+  }
+
+  const resultType = String(payload.result_type || '').trim()
+  if (resultType && resultType !== 'expense_claim_list') {
+    return null
+  }
+
+  const records = (Array.isArray(payload.records) ? payload.records : [])
+    .map(normalizeExpenseQueryRecord)
+    .filter(Boolean)
+  const statusGroups = (Array.isArray(payload.status_groups) ? payload.status_groups : [])
+    .map(normalizeExpenseQueryStatusGroup)
+    .filter(Boolean)
+
+  const rawRecordCount = Number(payload.record_count || 0)
+  const rawPreviewCount = Number(payload.preview_count || records.length)
+  const rawOlderRecordCount = Number(payload.older_record_count || 0)
+  const totalAmount = Number(payload.total_amount || 0)
+  const rawWindowDays = Number(payload.window_days || 0)
+  const windowStartDate = String(payload.window_start_date || '').trim()
+  const windowEndDate = String(payload.window_end_date || '').trim()
+
+  return {
+    resultType: 'expense_claim_list',
+    scopeLabel: String(payload.scope_label || '报销单').trim() || '报销单',
+    recentWindowApplied: Boolean(payload.recent_window_applied),
+    windowDays:
+      payload.window_days === null || payload.window_days === undefined || payload.window_days === ''
+        ? null
+        : (Number.isFinite(rawWindowDays) ? Math.max(1, rawWindowDays) : null),
+    windowStartDate: windowStartDate || '',
+    windowEndDate: windowEndDate || '',
+    recordCount: Number.isFinite(rawRecordCount) ? Math.max(0, rawRecordCount) : 0,
+    previewCount: Number.isFinite(rawPreviewCount) ? Math.max(0, rawPreviewCount) : records.length,
+    olderRecordCount: Number.isFinite(rawOlderRecordCount) ? Math.max(0, rawOlderRecordCount) : 0,
+    hasMoreInWindow: Boolean(payload.has_more_in_window || payload.has_more),
+    totalAmount: Number.isFinite(totalAmount) ? totalAmount : 0,
+    statusGroups,
+    records,
+    currentPage: 1
+  }
+}
+
+function buildExpenseQueryWindowLabel(queryPayload) {
+  if (!queryPayload) {
+    return ''
+  }
+
+  if (queryPayload.windowStartDate && queryPayload.windowEndDate) {
+    return `${queryPayload.windowStartDate} 至 ${queryPayload.windowEndDate}`
+  }
+
+  if (queryPayload.recentWindowApplied && queryPayload.windowDays) {
+    return `近 ${queryPayload.windowDays} 日内`
+  }
+
+  return '当前条件下'
+}
+
+function getExpenseQueryTotalPages(queryPayload) {
+  const recordCount = Array.isArray(queryPayload?.records) ? queryPayload.records.length : 0
+  return Math.max(1, Math.ceil(recordCount / EXPENSE_QUERY_PAGE_SIZE))
+}
+
+function getExpenseQueryActivePage(queryPayload) {
+  const totalPages = getExpenseQueryTotalPages(queryPayload)
+  const rawPage = Number(queryPayload?.currentPage || 1)
+  if (!Number.isFinite(rawPage)) {
+    return 1
+  }
+  return Math.min(Math.max(1, Math.round(rawPage)), totalPages)
+}
+
+function getExpenseQueryVisibleRecords(queryPayload) {
+  const records = Array.isArray(queryPayload?.records) ? queryPayload.records : []
+  const activePage = getExpenseQueryActivePage(queryPayload)
+  const start = (activePage - 1) * EXPENSE_QUERY_PAGE_SIZE
+  return records.slice(start, start + EXPENSE_QUERY_PAGE_SIZE)
+}
+
+function buildExpenseQueryHint(queryPayload) {
+  if (!queryPayload) {
+    return ''
+  }
+
+  const parts = []
+  const windowText = buildExpenseQueryWindowLabel(queryPayload)
+
+  if (Array.isArray(queryPayload.records) && queryPayload.records.length > EXPENSE_QUERY_PAGE_SIZE) {
+    parts.push(`当前共整理 ${queryPayload.records.length} 笔单据，可左右切换查看`)
+  }
+
+  if (queryPayload.hasMoreInWindow && queryPayload.previewCount < queryPayload.recordCount) {
+    parts.push(`${windowText}共 ${queryPayload.recordCount} 笔，当前先整理最近 ${queryPayload.previewCount} 笔`)
+  }
+
+  if (queryPayload.olderRecordCount > 0 && queryPayload.windowDays) {
+    parts.push(`另有 ${queryPayload.olderRecordCount} 笔超过 ${queryPayload.windowDays} 日的单据，请前往个人报销中心查看`)
+  }
+
+  return parts.join('。')
+}
+
 function countReviewPendingItems(reviewPayload) {
   return resolveReviewMissingSlotCards(reviewPayload).length
 }
@@ -1661,6 +1860,7 @@ function buildErrorInsight(error, fileNames = []) {
       fileNames,
       citations: [],
       suggestedActions: [],
+      queryPayload: null,
       draftPayload: null,
       reviewPayload: null,
       riskFlags: [],
@@ -1699,6 +1899,7 @@ function buildAgentInsight(payload, fileNames = [], filePreviews = []) {
       fileNames,
       citations: Array.isArray(result?.citations) ? result.citations : [],
       suggestedActions: Array.isArray(result?.suggested_actions) ? result.suggested_actions : [],
+      queryPayload: normalizeExpenseQueryPayload(result?.query_payload),
       draftPayload: result?.draft_payload || null,
       reviewPayload: result?.review_payload || null,
       riskFlags: Array.isArray(result?.risk_flags) ? result.risk_flags : [],
@@ -1743,6 +1944,7 @@ export default {
   },
   emits: ['close', 'draft-saved'],
   setup(props, { emit }) {
+    const router = useRouter()
     const { currentUser } = useSystemState()
     const { toast } = useToast()
 
@@ -1816,7 +2018,7 @@ export default {
       if (props.entrySource === 'detail' && linkedRequest.value?.id) {
         return `例如：解释一下 ${linkedRequest.value.id} 的报销风险，或帮我生成处理意见草稿。`
       }
-      return '例如：查一下本周报销金额、解释酒店超标风险，或根据附件生成报销草稿。'
+      return '例如：查一下近10日报销金额、解释酒店超标风险，或根据附件生成报销草稿。'
     })
     const currentIntentLabel = computed(() => {
       if (isKnowledgeSession.value && currentInsight.value.intent === 'welcome') {
@@ -2395,6 +2597,37 @@ export default {
       emit('close')
     }
 
+    function openExpenseQueryRecord(record) {
+      const claimId = String(record?.claimId || '').trim()
+      if (!claimId) {
+        return
+      }
+
+      router.push({
+        name: 'app-request-detail',
+        params: { requestId: claimId }
+      })
+      emit('close')
+    }
+
+    function setExpenseQueryPage(message, page) {
+      if (!message?.queryPayload) {
+        return
+      }
+
+      const totalPages = getExpenseQueryTotalPages(message.queryPayload)
+      const nextPage = Math.min(Math.max(1, Number(page || 1)), totalPages)
+      message.queryPayload.currentPage = nextPage
+    }
+
+    function shiftExpenseQueryPage(message, delta) {
+      if (!message?.queryPayload) {
+        return
+      }
+
+      setExpenseQueryPage(message, getExpenseQueryActivePage(message.queryPayload) + Number(delta || 0))
+    }
+
     function openDeleteSessionDialog() {
       if (submitting.value || reviewActionBusy.value || deleteSessionBusy.value || sessionSwitchBusy.value) {
         return
@@ -2637,6 +2870,7 @@ export default {
             suggestedActions: Array.isArray(payload?.result?.suggested_actions)
               ? payload.result.suggested_actions
               : [],
+            queryPayload: normalizeExpenseQueryPayload(payload?.result?.query_payload),
             draftPayload: payload?.result?.draft_payload || null,
             reviewPayload: payload?.result?.review_payload || null,
             riskFlags: Array.isArray(payload?.result?.risk_flags) ? payload.result.risk_flags : []
@@ -2886,6 +3120,11 @@ export default {
       buildReviewRiskHint,
       buildReviewActionHint,
       buildReviewStatusTag,
+      buildExpenseQueryWindowLabel,
+      buildExpenseQueryHint,
+      getExpenseQueryActivePage,
+      getExpenseQueryTotalPages,
+      getExpenseQueryVisibleRecords,
       resolveDocumentPreview,
       triggerFileUpload,
       handleFilesChange,
@@ -2899,6 +3138,9 @@ export default {
       removeAttachedFile,
       clearAttachedFiles,
       requestCloseWorkbench,
+      openExpenseQueryRecord,
+      setExpenseQueryPage,
+      shiftExpenseQueryPage,
       openDeleteSessionDialog,
       closeDeleteSessionDialog,
       confirmDeleteCurrentSession,