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84 Commits

Author SHA1 Message Date
caoxiaozhu
638b757138 docs(dev-log): add July daily work summaries 2026-07-20 10:31:47 +08:00
caoxiaozhu
2a1a5991cb fix(expenses): refine operation record audit UI 2026-07-20 10:31:27 +08:00
caoxiaozhu
2a9b3e3273 fix(ai): recognize conversational document filters 2026-07-20 10:31:15 +08:00
caoxiaozhu
7a3755ac55 fix(dev-server): limit reload watcher to source 2026-07-20 10:31:00 +08:00
caoxiaozhu
aa6a7d1250 fix(agent-assets): save rule markdown atomically 2026-07-20 10:30:48 +08:00
caoxiaozhu
208e1bed59 fix(audit): expose rule management permission state 2026-07-20 10:30:35 +08:00
caoxiaozhu
140efd1a2a fix(agent-assets): allow admin access to platform rules 2026-07-20 10:30:22 +08:00
caoxiaozhu
74fafc86d3 fix(runtime): provision local document and vector services 2026-07-20 10:30:08 +08:00
caoxiaozhu
15da295963 fix(settings): reconcile secret status and model drafts 2026-07-20 10:29:49 +08:00
caoxiaozhu
044a5669fe fix(employees): preserve age across birthday boundaries 2026-07-20 10:29:42 +08:00
caoxiaozhu
c59990dc35 fix(auth): bind admins to enterprise tenant context 2026-07-20 10:29:30 +08:00
caoxiaozhu
372e35d62a fix(migrations): repair tenant identity lookup indexes 2026-07-20 10:28:31 +08:00
caoxiaozhu
07241b4648 fix(docker): manage local postgres in default compose 2026-07-17 22:50:02 +08:00
caoxiaozhu
787bc3a481 feat(platform): close AI expense value loop 
Add tenant-safe value, telemetry, connector, commercial, and production-readiness foundations.
 2026-07-17 14:14:08 +08:00
caoxiaozhu
242d68c36f feat(approval): add task workflow and waiver decisions 2026-07-16 16:52:12 +08:00
caoxiaozhu
28b834edd3 fix(approval): replay immutable action responses 2026-07-16 15:49:43 +08:00
caoxiaozhu
4940ebc419 feat(approval): add safe risk disposition workflow 2026-07-16 15:34:58 +08:00
caoxiaozhu
ee88a36baf feat(ai): add tenant-safe hierarchical expense learning 2026-07-16 14:30:41 +08:00
caoxiaozhu
6bdf65bc24 feat(expenses): add authoritative pre-review workflow 2026-07-16 11:42:08 +08:00
caoxiaozhu
ae3f02c35a feat(expense): add persistent zero-entry receipt association 2026-07-16 10:23:23 +08:00
caoxiaozhu
54754b5502 feat(ai): add personal expense application memory 2026-07-14 17:16:23 +08:00
caoxiaozhu
211f85d981 feat(ai): unify verified expense application workflow 2026-07-14 16:03:05 +08:00
caoxiaozhu
5b24630710 feat(ai): issue verified application preview decisions 2026-07-14 14:37:53 +08:00
caoxiaozhu
a662cfe6c3 feat(ai): add expense application feedback ledger 2026-07-14 11:10:55 +08:00
caoxiaozhu
5ed34c2b8f feat(expenses): backfill historical claims into expense cases 2026-07-14 10:09:09 +08:00
caoxiaozhu
11275e4ba6 fix(migrations): enforce schema ownership safety 2026-07-14 09:23:34 +08:00
caoxiaozhu
1347366b95 feat(expenses): secure timeline and draft events 2026-07-14 00:07:07 +08:00
caoxiaozhu
22669a9071 feat(expenses): show unified expense event timeline 2026-07-13 16:58:51 +08:00
caoxiaozhu
a616b30cb2 fix(expenses): unify AI application submission transaction 2026-07-13 15:35:08 +08:00
caoxiaozhu
653eda0596 feat(auth): add opaque bearer sessions 2026-07-13 14:45:36 +08:00
caoxiaozhu
661990b27b feat(expenses): add transactional expense case events 2026-07-13 11:58:48 +08:00
caoxiaozhu
52d57c3be7 test(flywheel): 补 few-shot 飞轮单测并沉淀开发文档 
- embedding_provider：GLM/Ollama 分支、维度缓存、HTTP 错误降级
- few_shot_ingestion：confirmed/false_positive 入库、ignored 跳过、幂等去重、
  create_feedback hook 触发、feature flag、吞异常
- few_shot_retrieval：去重、token 预算、超长截断；prompt 注入合并 examples + 向后兼容
- 容器内新增测试 20 passed；回归测试 35 passed（RAG/risk_observations/rule_generation）
- 沉淀 document/development/2026-07-03/feature/ai-data-flywheel 概念文档与 TODO，
  飞轮 1 已勾选证据，飞轮 2-6 待后续迭代
 2026-07-03 13:56:21 +08:00
caoxiaozhu
08f023243e fix(web): 多 task 草稿自动保存后继续推进下一 task 
useWorkbenchAiApplicationPreviewFlow 在自动保存草稿分支透传 onApplicationActionCompleted，
确保草稿/提交完成后仍能按 remaining tasks 推进，修复多 task 报销场景后续步骤不启动。
更新 application-context-submit/intent-planner-model 测试，补充 bug 日志与开发日志。
 2026-06-29 20:17:36 +08:00
caoxiaozhu
6bdaeed6d4 chore: 忽略 .zcode 本地目录并更新规则表与开发日志 
- .gitignore 新增 .zcode/（ZCode 工具本地配置，不入库）
- 更新交通/通信/差旅等财务规则表
- 补充 2026-06-25/26 开发日志（chat UI SaaS 化、主题企业 AI 风格、bug 日志）
 2026-06-26 22:42:46 +08:00
caoxiaozhu
54356ba81a refactor(server): scene 注册表骨架 + 统一门控管道设计文档 
Phase 1 P1.1-P1.2：为后端门控收口提供声明式场景注册基础设施。

- 新建 scenes/ 目录：gate_rules（GateRule/SceneRoute 枚举）、scene_descriptor（SceneDescriptor dataclass）、scene_registry（SceneRegistry 单例）
- 3 个场景迁入 descriptor：expense_application / reimbursement / query_travel_standard
- __init__.py 的 bootstrap_scenes 在 import 时注册 + 运行时绑定 handler/builder/executor（解决循环 import）
- 查询场景 priority=50 优先于 MODEL_ONLY 场景，确保规则匹配先于 LLM
- 落地 UNIFIED_GATE_PIPELINE.md 架构文档：目标架构 / 验收标准（接入 O(1)）/ 3 阶段迁移路径
- 76 passed，scene 注册表未破坏现有代码；与 intent_registry 暂时并存，P1.3-P1.8 会统一迁移
 2026-06-25 15:09:16 +08:00
caoxiaozhu
d321005044 chore: 更新公司通信费规则表与 AI 意图规划/work-log 文档 2026-06-25 10:56:00 +08:00
caoxiaozhu
6b0756a55f chore(logs): split agent change log outputs 2026-06-25 09:35:18 +08:00
caoxiaozhu
a0f6d9f702 chore: 更新 .env.example、财务规则表与 AI 意图规划开发文档 2026-06-24 21:59:15 +08:00
caoxiaozhu
f9553a6a1a docs: 清理过期计划文档并补全 work-log 与开发/用户文档 
- 删除已落地的 improvement-roadmap、superpowers 计划与 ui-mockups 参考稿，删除早期 work-log（2026-05-06~08）
- 新增 2026-05-23 起的 work-log 与 attachment-association-background-job、reimbursement-draft-action-branching 等开发文档及用户文档
- docker-compose(.full).yml 微调服务配置
 2026-06-24 10:42:57 +08:00
caoxiaozhu
9f7b8b46a3 Refine travel reimbursement steward flow 
Align planner, runtime rules, and policy assets so travel guidance
matches the updated reimbursement workflow.
 2026-06-15 22:55:18 +08:00
caoxiaozhu
e124e4bbcb 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
caoxiaozhu
f60cebadb8 feat: 小财管家意图规划与报销提交编排增强 
- 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
 2026-06-04 14:25:14 +08:00
caoxiaozhu
75d5c178e1 feat(workbench): persist topbar notification state 2026-06-03 21:43:35 +08:00
caoxiaozhu
34457f9c3e feat: 本体字段治理与风险规则模板执行器重构 
- 新增本体字段注册表与字段治理审计脚本
- 重构风险规则模板执行器、DSL 验证与清单分类器
- 完善票据夹服务与差旅请求详情页交互
- 优化趋势图表与总览页数据展示
- 增强报销平台风险分级与模拟公司筛选
- 补充本体字段、风险规则生成与票据夹服务测试覆盖
 2026-06-03 15:46:56 +08:00
caoxiaozhu
e12b140508 fix(workbench): show single expense distribution chart 2026-06-03 15:46:51 +08:00
caoxiaozhu
18d716bc6b feat(workbench): show expense distribution as donut chart 2026-06-03 15:31:09 +08:00
caoxiaozhu
31052d0b98 feat(workbench): keep progress detail return context 2026-06-03 15:14:44 +08:00
caoxiaozhu
20cb60e247 feat(workbench): add expense stats detail modal 2026-06-03 14:59:55 +08:00
caoxiaozhu
27dd2f0a0d feat(dashboard): reorganize budget and risk cards 2026-06-03 10:47:11 +08:00
caoxiaozhu
0d6327a990 feat(dashboard): polish risk and digital employee boards 2026-06-03 09:41:32 +08:00