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feat: 小财管家意图规划与报销提交编排增强

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- 完善管家意图识别、模型计划构建与规划器调度
- 重构差旅报销提交编排器与管家计划流程前端交互
- 优化报销消息项样式与文档中心视图
- 新增小财管家与附件上传风险前置复核设计文档
- 补充管家规划器与文档中心测试覆盖
This commit is contained in:
caoxiaozhu
2026-06-04 14:25:14 +08:00
parent 1cbf3fee44
commit f60cebadb8
19 changed files with 2337 additions and 196 deletions
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449
web/src/views/scripts/stewardPlanModel.js
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@@ -13,7 +13,70 @@ const TASK_TYPE_LABELS = {
const AGENT_LABELS = {
application_assistant: '申请助手',
reimbursement_assistant: '报销助手'
application: '申请助手',
expense_application: '申请助手',
reimbursement_assistant: '报销助手',
reimbursement: '报销助手',
expense: '报销助手'
}
const FIELD_DISPLAY_CONFIG = {
expense_type: {
label: '费用类型',
hint: '例如差旅、交通、住宿、业务招待'
},
time_range: {
label: '发生时间',
hint: '申请时填出差起止日期，报销时填费用发生日期'
},
location: {
label: '地点',
hint: '出差城市或费用发生地点'
},
reason: {
label: '事由',
hint: '出差、报销或业务活动的具体原因'
},
amount: {
label: '金额',
hint: '申请时为预计金额，报销时为实际报销金额'
},
transport_mode: {
label: '出行方式',
hint: '例如高铁、飞机、自驾、出租车'
},
attachments: {
label: '附件/凭证',
hint: '发票、行程单、付款截图或其他证明材料'
},
customer_name: {
label: '客户或项目对象',
hint: '涉及的客户、单位或项目名称'
},
merchant_name: {
label: '商户/开票方',
hint: '发票或付款凭证上的商户名称'
},
department_name: {
label: '所属部门',
hint: '申请人或费用归属部门'
},
employee_name: {
label: '申请人',
hint: '发起申请或报销的员工姓名'
},
employee_no: {
label: '员工编号',
hint: '公司内部员工编号'
}
}
const FIELD_ALIASES = {
occurred_date: 'time_range',
business_time: 'time_range',
reason_value: 'reason',
transport_type: 'transport_mode',
application_transport_mode: 'transport_mode'
}
export function buildStewardPlanRequest({ rawText = '', files = [], currentUser = {} } = {}) {
@@ -47,6 +110,7 @@ export function normalizeStewardPlan(rawPlan = {}, options = {}) {
planStatus: String(rawPlan.plan_status || rawPlan.planStatus || ''),
summary: String(rawPlan.summary || ''),
visibleThinkingEventCount,
initialSummaryOnly: Boolean(rawPlan.initial_summary_only || rawPlan.initialSummaryOnly || options.initialSummaryOnly),
thinkingEvents: Array.isArray(rawPlan.thinking_events)
? rawPlan.thinking_events.map((item) => ({
eventId: String(item.event_id || item.eventId || ''),
@@ -57,22 +121,30 @@ export function normalizeStewardPlan(rawPlan = {}, options = {}) {
}))
: [],
tasks: Array.isArray(rawPlan.tasks)
? rawPlan.tasks.map((item) => ({
taskId: String(item.task_id || item.taskId || ''),
taskType: String(item.task_type || item.taskType || ''),
taskTypeLabel: TASK_TYPE_LABELS[String(item.task_type || item.taskType || '')] || '财务任务',
assignedAgent: String(item.assigned_agent || item.assignedAgent || ''),
assignedAgentLabel: AGENT_LABELS[String(item.assigned_agent || item.assignedAgent || '')] || '财务助手',
title: String(item.title || ''),
summary: String(item.summary || ''),
status: String(item.status || ''),
confidence: Number(item.confidence || 0),
ontologyFields: item.ontology_fields || item.ontologyFields || {},
missingFields: Array.isArray(item.missing_fields || item.missingFields)
? rawPlan.tasks.map((item) => {
const taskType = String(item.task_type || item.taskType || '')
const missingFields = Array.isArray(item.missing_fields || item.missingFields)
? item.missing_fields || item.missingFields
: [],
confirmationRequired: item.confirmation_required ?? item.confirmationRequired ?? true
}))
: []
return {
taskId: String(item.task_id || item.taskId || ''),
taskType,
taskTypeLabel: TASK_TYPE_LABELS[taskType] || '财务任务',
assignedAgent: String(item.assigned_agent || item.assignedAgent || ''),
assignedAgentLabel:
AGENT_LABELS[String(item.assigned_agent || item.assignedAgent || '')] ||
AGENT_LABELS[taskType] ||
'小财管家',
title: String(item.title || ''),
summary: String(item.summary || ''),
status: String(item.status || ''),
confidence: Number(item.confidence || 0),
ontologyFields: item.ontology_fields || item.ontologyFields || {},
missingFields,
missingFieldItems: buildStewardFieldItems(missingFields, taskType),
confirmationRequired: item.confirmation_required ?? item.confirmationRequired ?? true
}
})
: [],
attachmentGroups: Array.isArray(rawPlan.attachment_groups)
? rawPlan.attachment_groups.map((item) => ({
@@ -99,34 +171,67 @@ export function normalizeStewardPlan(rawPlan = {}, options = {}) {
export function buildStewardPlanMessageText(plan) {
const normalized = normalizeStewardPlan(plan)
const taskLines = normalized.tasks.map((task, index) =>
`${index + 1}. ${task.title || task.taskTypeLabel}，交给${task.assignedAgentLabel}。`
const nextContext = resolveNextActionContext(normalized)
const orderedTasks = buildOrderedStewardTasks(normalized, nextContext?.task)
const taskLines = orderedTasks.map((task, index) =>
`${index + 1}. **${buildTaskOrderVerb(index)}${buildTaskOrderTarget(task)}**\n - ${buildTaskOrderActionDescription(task)}`
)
return [
'**小财管家已完成任务拆解。**',
'### 我会这样推进',
'',
normalized.summary || `我识别到 ${normalized.tasks.length} 个待处理任务，请确认后继续执行。`,
`我识别到 **${normalized.tasks.length} 个财务事项**，会按顺序逐步处理，不会一次性把所有动作都执行掉。`,
'',
...taskLines
].join('\n')
...taskLines,
'',
'如果这个顺序没问题，请回复 **确定**。我会先进入第一步，并在具体步骤里再判断需要你补充哪些信息。'
].filter((line, index, lines) => line || lines[index - 1]).join('\n')
}
export function buildStewardFieldItems(fields = [], taskType = '') {
const safeFields = Array.isArray(fields) ? fields : []
const seen = new Set()
return safeFields
.map((field) => normalizeFieldKey(field))
.filter((field) => {
if (!field || seen.has(field)) {
return false
}
seen.add(field)
return true
})
.map((field) => resolveFieldDisplay(field, taskType))
}
export function formatStewardMissingFieldList(fields = [], taskType = '') {
return buildStewardFieldItems(fields, taskType)
.map((item) => item.hint ? `${item.label}（${item.hint}）` : item.label)
.join('、')
}
export function formatStewardOntologyFields(fields = {}, taskType = '') {
return Object.entries(fields || {})
.filter(([, value]) => String(value || '').trim())
.map(([key, value]) => {
const field = resolveFieldDisplay(key, taskType)
return `${field.label}：${value}`
})
.join('；')
}
export function buildStewardSuggestedActions(plan) {
const normalized = normalizeStewardPlan(plan)
const taskById = new Map(normalized.tasks.map((task) => [task.taskId, task]))
const groupById = new Map(normalized.attachmentGroups.map((group) => [group.groupId, group]))
return normalized.confirmationGroups.map((action) => {
const actionType = String(action.action_type || action.actionType || '').trim()
const taskId = String(action.target_task_id || action.targetTaskId || '').trim()
const groupId = String(action.attachment_group_id || action.attachmentGroupId || '').trim()
const task = taskById.get(taskId)
const group = groupById.get(groupId)
const targetSessionType = actionType === 'confirm_create_application'
? SESSION_TYPE_APPLICATION
: SESSION_TYPE_EXPENSE
return {
label: String(action.label || '确认继续处理'),
description: String(action.description || ''),
const nextContext = resolveNextActionContext(normalized)
if (!nextContext) {
return []
}
const { action, actionType, task, group } = nextContext
const targetSessionType = actionType === 'confirm_create_application'
? SESSION_TYPE_APPLICATION
: SESSION_TYPE_EXPENSE
return [
{
label: buildNextActionLabel(actionType),
description: buildNextActionDescription(actionType, normalized, task, group),
icon: actionType === 'confirm_create_application'
? 'mdi mdi-file-plus-outline'
: actionType === 'confirm_attachment_group'
@@ -135,17 +240,198 @@ export function buildStewardSuggestedActions(plan) {
action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
payload: {
session_type: targetSessionType,
carry_text: buildStewardCarryText(actionType, task, group),
carry_text: buildStewardCarryText(actionType, task, group, normalized),
carry_files: actionType !== 'confirm_create_application',
auto_submit: true,
steward_confirmation_id: String(action.confirmation_id || action.confirmationId || ''),
steward_plan_id: normalized.planId
steward_plan_id: normalized.planId,
steward_next_task_id: task?.taskId || '',
steward_remaining_task_count: normalized.tasks.filter((item) => item.taskId !== task?.taskId).length,
steward_remaining_tasks: buildRemainingTaskPayload(normalized, task?.taskId)
}
}
})
]
}
function buildStewardCarryText(actionType, task, group) {
function resolveNextActionContext(normalized) {
const applicationTask = normalized.tasks.find((task) => task.taskType === 'expense_application')
const applicationAction = applicationTask
? findConfirmationAction(normalized, 'confirm_create_application', applicationTask.taskId)
: null
if (applicationAction) {
return {
action: applicationAction,
actionType: 'confirm_create_application',
task: applicationTask,
group: null
}
}
const reimbursementTask = normalized.tasks.find((task) => task.taskType === 'reimbursement')
const reimbursementAction = reimbursementTask
? findConfirmationAction(normalized, 'confirm_create_reimbursement_draft', reimbursementTask.taskId)
: null
if (reimbursementAction) {
return {
action: reimbursementAction,
actionType: 'confirm_create_reimbursement_draft',
task: reimbursementTask,
group: findAttachmentGroupForTask(normalized, reimbursementTask.taskId)
}
}
const attachmentAction = normalized.confirmationGroups.find((action) =>
normalizeActionType(action) === 'confirm_attachment_group'
)
if (attachmentAction) {
const groupId = String(attachmentAction.attachment_group_id || attachmentAction.attachmentGroupId || '').trim()
const group = normalized.attachmentGroups.find((item) => item.groupId === groupId)
const task = normalized.tasks.find((item) => item.taskId === group?.targetTaskId)
return {
action: attachmentAction,
actionType: 'confirm_attachment_group',
task,
group
}
}
const fallbackAction = normalized.confirmationGroups[0]
if (!fallbackAction) {
return null
}
const actionType = normalizeActionType(fallbackAction)
const taskId = String(fallbackAction.target_task_id || fallbackAction.targetTaskId || '').trim()
return {
action: fallbackAction,
actionType,
task: normalized.tasks.find((task) => task.taskId === taskId),
group: null
}
}
function findConfirmationAction(normalized, actionType, taskId) {
return normalized.confirmationGroups.find((action) =>
normalizeActionType(action) === actionType
&& String(action.target_task_id || action.targetTaskId || '').trim() === taskId
) || normalized.confirmationGroups.find((action) => normalizeActionType(action) === actionType)
}
function findAttachmentGroupForTask(normalized, taskId) {
return normalized.attachmentGroups.find((group) => group.targetTaskId === taskId)
|| normalized.attachmentGroups[0]
|| null
}
function normalizeActionType(action) {
return String(action?.action_type || action?.actionType || '').trim()
}
function buildStewardExecutionSummary(normalized) {
const attachmentCount = normalized.attachmentGroups
.reduce((total, group) => total + group.attachmentNames.length, 0)
const summary = [`我识别到 **${normalized.tasks.length} 个待处理任务**`]
if (attachmentCount) {
summary.push(`并形成 ${attachmentCount} 份附件的归集建议`)
}
summary.push(`。${buildTaskOrderDescription(normalized)}`)
return summary.join('')
}
function buildOrderedStewardTasks(normalized, nextTask = null) {
if (!nextTask?.taskId) {
return normalized.tasks
}
return [
nextTask,
...normalized.tasks.filter((task) => task.taskId !== nextTask.taskId)
]
}
function buildTaskOrderVerb(index) {
if (index === 0) {
return '先'
}
if (index === 1) {
return '再'
}
return '然后'
}
function buildTaskOrderTarget(task) {
const title = task.title || task.taskTypeLabel
if (task.taskType === 'expense_application') {
return `创建“${title}”`
}
if (task.taskType === 'reimbursement') {
return `处理“${title}”`
}
return `处理“${title}”`
}
function buildTaskOrderActionDescription(task) {
const agent = task.assignedAgentLabel || '对应助手'
if (task.taskType === 'expense_application') {
return `交给${agent}生成申请单核对结果，确认无误后再进入后续动作。`
}
if (task.taskType === 'reimbursement') {
return `交给${agent}整理报销核对结果，等前一步完成后再继续推进。`
}
return `交给${agent}处理，执行前会先让你确认。`
}
function buildTaskOrderDescription(normalized) {
const hasApplication = normalized.tasks.some((task) => task.taskType === 'expense_application')
const hasReimbursement = normalized.tasks.some((task) => task.taskType === 'reimbursement')
if (hasApplication && hasReimbursement) {
return '处理顺序是：先创建申请单，再引导填写报销单。'
}
if (hasApplication) {
return '我会先引导创建申请单并等待你确认。'
}
if (hasReimbursement) {
return '我会引导填写报销单并等待你确认。'
}
return '我会按识别顺序逐项推进，并在执行前等待你确认。'
}
function buildNextTaskLead(task) {
if (task.taskType === 'expense_application') {
return `先创建“${task.title || task.taskTypeLabel}”`
}
if (task.taskType === 'reimbursement') {
return `继续填写“${task.title || task.taskTypeLabel}”`
}
return `处理“${task.title || task.taskTypeLabel}”`
}
function buildNextActionLabel(actionType) {
if (actionType === 'confirm_create_application') {
return '确定，先创建申请单'
}
if (actionType === 'confirm_attachment_group') {
return '确定，确认附件归集'
}
return '确定，继续填写报销单'
}
function buildNextActionDescription(actionType, normalized, task, group) {
const remainingCount = normalized.tasks.filter((item) => item.taskId !== task?.taskId).length
if (actionType === 'confirm_create_application') {
return remainingCount > 0
? '申请助手会先生成申请单核对结果，完成后再继续引导后续报销。'
: '申请助手会生成申请单核对结果，入库前仍需确认。'
}
if (actionType === 'confirm_attachment_group') {
return group?.attachmentNames?.length
? `先归集 ${group.attachmentNames.length} 份附件，再进入报销核对。`
: '先确认附件归集，再进入报销核对。'
}
return group?.attachmentNames?.length
? `报销助手会带入 ${group.attachmentNames.length} 份相关附件生成核对结果。`
: '报销助手会根据当前任务生成报销核对结果。'
}
function buildStewardCarryText(actionType, task, group, normalized = null) {
if (actionType === 'confirm_attachment_group' && group) {
return [
`我确认将以下附件归集为${group.sceneLabel || '当前报销任务'}，请继续整理报销核对信息。`,
@@ -160,14 +446,79 @@ function buildStewardCarryText(actionType, task, group) {
return '我确认继续处理这项财务任务，请按现有流程核对信息。'
}
const fields = Object.entries(task.ontologyFields || {})
.filter(([, value]) => String(value || '').trim())
.map(([key, value]) => `${key}: ${value}`)
return [
`我确认处理“小财管家”识别的任务：${task.title || task.taskTypeLabel}。`,
const fields = formatStewardOntologyFields(task.ontologyFields || {}, task.taskType)
const missingFields = formatStewardMissingFieldList(task.missingFields || [], task.taskType)
const lines = [
actionType === 'confirm_create_application'
? `小财管家已完成意图识别，请先创建申请单：${task.title || task.taskTypeLabel}。`
: `小财管家已完成意图识别，请继续填写报销单：${task.title || task.taskTypeLabel}。`,
task.summary ? `任务摘要：${task.summary}` : '',
fields.length ? `本体字段：${fields.join('；')}` : '',
task.missingFields.length ? `待补充字段：${task.missingFields.join('、')}` : '',
'请按现有流程生成核对结果，并在需要入库、绑定附件或提交审批前让我再次确认。'
].filter(Boolean).join('\n')
fields ? `已识别信息：${fields}` : '',
group?.attachmentNames?.length ? `相关附件：${group.attachmentNames.join('、')}` : '',
group?.excludedAttachmentNames?.length ? `暂不归集附件：${group.excludedAttachmentNames.join('、')}` : '',
missingFields ? `还需要补充：${missingFields}` : '',
actionType === 'confirm_create_application'
? '请直接生成申请单核对结果；信息足够时生成申请单，但在入库或提交审批前仍需让我确认。'
: '请直接生成报销核对结果；需要创建草稿、绑定附件或提交审批前仍需让我确认。'
]
const remainingTaskText = normalized ? buildRemainingTaskText(normalized, task.taskId) : ''
if (remainingTaskText) {
lines.push(remainingTaskText)
}
return lines.filter(Boolean).join('\n')
}
function normalizeFieldKey(field) {
const key = String(field || '').trim()
return FIELD_ALIASES[key] || key
}
function resolveFieldDisplay(field, taskType = '') {
const key = normalizeFieldKey(field)
const config = FIELD_DISPLAY_CONFIG[key] || {
label: key.replace(/_/g, ' '),
hint: ''
}
if (key === 'amount') {
return {
key,
label: taskType === 'expense_application' ? '预计金额' : '报销金额',
hint: taskType === 'expense_application'
? '本次申请预计发生的费用'
: '本次需要报销的实际金额'
}
}
return {
key,
label: config.label,
hint: config.hint
}
}
function buildRemainingTaskText(normalized, currentTaskId) {
const remainingTasks = normalized.tasks.filter((task) => task.taskId !== currentTaskId)
if (!remainingTasks.length) {
return ''
}
const taskLines = remainingTasks.map((task, index) =>
`${index + 1}. ${task.title || task.taskTypeLabel}（${task.assignedAgentLabel}）：${task.summary || '待继续核对'}`
)
return [
'当前步骤完成后，请继续引导我处理后续任务：',
...taskLines
].join('\n')
}
function buildRemainingTaskPayload(normalized, currentTaskId) {
return normalized.tasks
.filter((task) => task.taskId !== currentTaskId)
.map((task) => ({
task_id: task.taskId,
task_type: task.taskType,
title: task.title,
summary: task.summary,
assigned_agent: task.assignedAgent,
ontology_fields: task.ontologyFields || {},
missing_fields: task.missingFields || []
}))
}