import { ASSISTANT_SCOPE_ACTION_SWITCH, ASSISTANT_SCOPE_ACTION_FILL_COMPOSER } from '../../utils/assistantSessionScope.js' import { SESSION_TYPE_APPLICATION, SESSION_TYPE_EXPENSE } from './travelReimbursementConversationModel.js' const TASK_TYPE_LABELS = { expense_application: '费用申请', reimbursement: '费用报销' } const AGENT_LABELS = { application_assistant: '申请助手', 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' } const APPLICATION_NON_BLOCKING_MISSING_FIELDS = new Set([ 'amount', 'attachments', 'employee_no', 'employee_name', 'department_name' ]) const FIELD_VALUE_DISPLAY_CONFIG = { expense_type: { travel: '差旅', business_entertainment: '业务招待', transportation: '交通费', traffic: '交通费', accommodation: '住宿费', meal: '餐饮费' } } export function buildStewardPlanRequest({ rawText = '', files = [], currentUser = {}, conversationId = '', stewardState = null } = {}) { const safeFiles = Array.isArray(files) ? files : [] const normalizedConversationId = String(conversationId || '').trim() return { message: String(rawText || '').trim(), user_id: String(currentUser.username || currentUser.name || 'anonymous').trim() || 'anonymous', client_now_iso: new Date().toISOString(), attachments: safeFiles.map((file) => ({ name: String(file?.name || '').trim(), media_type: String(file?.type || '').trim() })).filter((item) => item.name), context_json: { entry_source: 'workbench', session_type: 'steward', conversation_id: normalizedConversationId, steward_state: stewardState && typeof stewardState === 'object' ? stewardState : null, role_codes: Array.isArray(currentUser.roleCodes) ? currentUser.roleCodes : [], username: currentUser.username || '', name: currentUser.name || currentUser.username || '', department_name: currentUser.departmentName || currentUser.department || '', employee_grade: currentUser.grade || '' } } } export function normalizeStewardPlan(rawPlan = {}, options = {}) { const visibleThinkingEventCount = Number.isFinite(options.visibleThinkingEventCount) ? Number(options.visibleThinkingEventCount) : Number(rawPlan.visibleThinkingEventCount || rawPlan.visible_thinking_event_count || 0) const pendingFlowConfirmation = normalizePendingFlowConfirmation(rawPlan) return { planId: String(rawPlan.plan_id || rawPlan.planId || ''), planStatus: String(rawPlan.plan_status || rawPlan.planStatus || ''), nextAction: String(rawPlan.next_action || rawPlan.nextAction || ''), conversationId: String(rawPlan.conversation_id || rawPlan.conversationId || ''), stewardState: rawPlan.steward_state || rawPlan.stewardState || null, 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 || ''), stage: String(item.stage || ''), title: String(item.title || ''), content: String(item.content || ''), status: String(item.status || 'completed') })) : [], tasks: Array.isArray(rawPlan.tasks) ? rawPlan.tasks.map((item) => { const taskType = String(item.task_type || item.taskType || '') const rawMissingFields = Array.isArray(item.missing_fields || item.missingFields) ? item.missing_fields || item.missingFields : [] const missingFields = filterStewardBlockingMissingFields(rawMissingFields, taskType) 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) => ({ groupId: String(item.group_id || item.groupId || ''), targetTaskId: String(item.target_task_id || item.targetTaskId || ''), scene: String(item.scene || ''), sceneLabel: String(item.scene_label || item.sceneLabel || ''), attachmentNames: Array.isArray(item.attachment_names || item.attachmentNames) ? item.attachment_names || item.attachmentNames : [], excludedAttachmentNames: Array.isArray(item.excluded_attachment_names || item.excludedAttachmentNames) ? item.excluded_attachment_names || item.excludedAttachmentNames : [], confidence: Number(item.confidence || 0), rationale: String(item.rationale || ''), confirmationRequired: item.confirmation_required ?? item.confirmationRequired ?? true })) : [], confirmationGroups: Array.isArray(rawPlan.confirmation_groups) ? rawPlan.confirmation_groups : [], pendingFlowConfirmation, candidateFlows: pendingFlowConfirmation.candidateFlows, suggestedPrompts: Array.isArray(rawPlan.suggested_prompts) ? rawPlan.suggested_prompts.map((item) => String(item || '').trim()).filter(Boolean) : [] } } export function buildStewardPlanMessageText(plan) { const normalized = normalizeStewardPlan(plan) if (isOffTopicPlan(normalized)) { return buildOffTopicMessageText(normalized) } if (isPendingFlowConfirmationPlan(normalized)) { return buildPendingFlowConfirmationMessageText(normalized) } const nextContext = resolveNextActionContext(normalized) const orderedTasks = buildOrderedStewardTasks(normalized, nextContext?.task) const taskLines = orderedTasks.map((task, index) => `${index + 1}. **${buildTaskOrderVerb(index)}${buildTaskOrderTarget(task)}**\n - ${buildTaskOrderActionDescription(task)}` ) return [ '### 我先帮你把步骤理清楚', '', buildStewardPlanFriendlyIntro(normalized), '', ...taskLines, '', '你看这个顺序是否合适?如果没问题,回复 **确定** 就行。我会先帮你进入第一步,需要补充的信息会在具体步骤里再温和提醒你。' ].filter((line, index, lines) => line || lines[index - 1]).join('\n') } export function buildStewardFieldItems(fields = [], taskType = '') { const safeFields = filterStewardBlockingMissingFields(fields, taskType) const seen = new Set() return safeFields .map((field) => normalizeFieldKey(field)) .filter((field) => { if (!field || seen.has(field)) { return false } seen.add(field) return true }) .map((field) => resolveFieldDisplay(field, taskType)) } export function formatStewardMissingFieldList(fields = [], taskType = '', options = {}) { const includeHints = options.includeHints !== false return buildStewardFieldItems(fields, taskType) .map((item) => includeHints && item.hint ? `${item.label}(${item.hint})` : item.label) .join('、') } export function filterStewardBlockingMissingFields(fields = [], taskType = '') { const safeFields = Array.isArray(fields) ? fields : [] const seen = new Set() if (taskType !== 'expense_application') { return safeFields .map((field) => normalizeFieldKey(field)) .filter((field) => { if (!field || seen.has(field)) { return false } seen.add(field) return true }) } return safeFields .map((field) => normalizeFieldKey(field)) .filter((field) => { if (!field || seen.has(field) || APPLICATION_NON_BLOCKING_MISSING_FIELDS.has(field)) { return false } seen.add(field) return true }) } export function formatStewardOntologyFields(fields = {}, taskType = '') { return Object.entries(fields || {}) .filter(([, value]) => String(value || '').trim()) .map(([key, value]) => { const field = resolveFieldDisplay(key, taskType) return `${field.label}:${formatStewardFieldDisplayValue(field.key, value)}` }) .join(';') } export function buildStewardSuggestedActions(plan) { const normalized = normalizeStewardPlan(plan) if (isOffTopicPlan(normalized)) { return normalized.suggestedPrompts.map((prompt) => ({ label: prompt.length > 24 ? `${prompt.slice(0, 24)}...` : prompt, description: '点击填入输入框,可编辑后发送', icon: 'mdi mdi-comment-text-outline', action_type: ASSISTANT_SCOPE_ACTION_FILL_COMPOSER, payload: { steward_plan_id: normalized.planId, fill_text: prompt } })) } if (isPendingFlowConfirmationPlan(normalized)) { return normalized.candidateFlows.map((flow) => ({ label: flow.label, description: flow.reason || '选择后小财管家会继续整理对应流程材料。', icon: flow.flowId === 'travel_application' ? 'mdi mdi-file-plus-outline' : 'mdi mdi-receipt-text-plus-outline', action_type: ASSISTANT_SCOPE_ACTION_SWITCH, payload: { steward_confirm_flow: true, steward_plan_id: normalized.planId, flow_id: flow.flowId, session_type: flow.flowId === 'travel_application' ? SESSION_TYPE_APPLICATION : SESSION_TYPE_EXPENSE, selected_flow_label: flow.label, carry_text: flow.label, auto_submit: true, steward_state: normalized.stewardState || null } })) } 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' ? 'mdi mdi-folder-check-outline' : 'mdi mdi-receipt-text-plus-outline', action_type: ASSISTANT_SCOPE_ACTION_SWITCH, payload: { session_type: targetSessionType, 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_next_task_id: task?.taskId || '', steward_current_task: buildStewardTaskPayload(task), steward_remaining_task_count: normalized.tasks.filter((item) => item.taskId !== task?.taskId).length, steward_remaining_tasks: buildRemainingTaskPayload(normalized, task?.taskId) } } ] } function normalizePendingFlowConfirmation(rawPlan = {}) { const rawPending = rawPlan.pending_flow_confirmation || rawPlan.pendingFlowConfirmation || {} const rawCandidates = Array.isArray(rawPlan.candidate_flows || rawPlan.candidateFlows) ? rawPlan.candidate_flows || rawPlan.candidateFlows : rawPending?.candidate_flows || rawPending?.candidateFlows || [] const candidateFlows = Array.isArray(rawCandidates) ? rawCandidates .map((item) => normalizeCandidateFlow(item)) .filter((item) => item.flowId) : [] return { status: String(rawPending?.status || '').trim(), sourceMessage: String(rawPending?.source_message || rawPending?.sourceMessage || '').trim(), reason: String(rawPending?.reason || '').trim(), candidateFlows } } function normalizeCandidateFlow(item = {}) { const flowId = String(item.flow_id || item.flowId || '').trim() if (!['travel_application', 'travel_reimbursement'].includes(flowId)) { return { flowId: '' } } return { flowId, label: String(item.label || (flowId === 'travel_application' ? '补办出差申请' : '发起费用报销')).trim(), confidence: Number(item.confidence || 0), reason: String(item.reason || '').trim(), ontologyFields: item.ontology_fields || item.ontologyFields || {}, missingFields: Array.isArray(item.missing_fields || item.missingFields) ? item.missing_fields || item.missingFields : [] } } function isPendingFlowConfirmationPlan(normalized) { return ( String(normalized?.nextAction || '').trim() === 'confirm_flow' || String(normalized?.planStatus || '').trim() === 'needs_flow_confirmation' || String(normalized?.pendingFlowConfirmation?.status || '').trim() === 'pending' ) && Array.isArray(normalized?.candidateFlows) && normalized.candidateFlows.length > 0 } function isOffTopicPlan(normalized) { return String(normalized?.planStatus || '').trim() === 'off_topic' } export function isOffTopicStewardPlan(rawPlan) { return isOffTopicPlan(normalizeStewardPlan(rawPlan)) } function buildOffTopicMessageText(normalized) { const summary = String(normalized?.summary || '').trim() const summaryLine = summary && summary !== '这看起来跟财务任务没什么关系...' ? summary : '这看起来跟财务任务没什么关系,我目前只能帮你处理**费用申请**和**费用报销**两类事项。' return [ '### 小财管家没看懂这件事', '', summaryLine, '', '你可以试试下面这些方式告诉我:' ].join('\n') } function buildPendingFlowConfirmationMessageText(normalized) { const fields = normalized.candidateFlows[0]?.ontologyFields || {} const knownParts = formatStewardOntologyFields(fields, 'expense_application') const candidateLines = normalized.candidateFlows.map((flow, index) => `${index + 1}. **${flow.label}**${flow.reason ? `\n - ${flow.reason}` : ''}` ) return [ '### 需要先确认流程方向', '', knownParts ? `我识别到这是一项财务事项,已提取到:**${knownParts}**。` : '我识别到这是一项财务事项,但还需要确认你要进入哪个流程。', '', normalized.pendingFlowConfirmation.reason || normalized.summary || '当前还不能确定你要补办申请还是发起报销。', '', ...candidateLines, '', '请先选择一个方向,我会继续整理对应材料。' ].filter((line, index, lines) => line || lines[index - 1]).join('\n') } 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 `整理“${title}”` } if (task.taskType === 'reimbursement') { return `核对“${title}”` } return `处理“${title}”` } function buildTaskOrderActionDescription(task) { const agent = task.assignedAgentLabel || '对应助手' if (task.taskType === 'expense_application') { return `我会请${agent}先把申请单草稿整理出来,方便你核对关键信息,再决定是否继续。` } if (task.taskType === 'reimbursement') { return `我会请${agent}把票据、金额和制度口径先核清楚,前一步确认后再继续往下走。` } return `我会请${agent}先整理可核对的结果,真正执行前仍会让你确认。` } function buildStewardPlanFriendlyIntro(normalized) { const taskCountText = normalized.tasks.length > 1 ? `${normalized.tasks.length} 个相关事项` : '1 个事项' return `我先看了一下,你这次主要是 **${taskCountText}**。为了不让步骤混在一起,我会先把要做的事拆开,让你每一步都能看清楚、确认后再继续。` } 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。`, `附件:${group.attachmentNames.join('、') || '待确认'}`, group.excludedAttachmentNames.length ? `暂不归集:${group.excludedAttachmentNames.join('、')}` : '' ].filter(Boolean).join('\n') } if (!task) { 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 = formatStewardOntologyFields(task.ontologyFields || {}, task.taskType) const missingFields = formatStewardMissingFieldList( task.missingFields || [], task.taskType, { includeHints: false } ) 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:${task.summary}` : '', fields ? `已识别信息:${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:${missingFields}` : '', actionType === 'confirm_create_application' ? missingFields ? '请先追问上述缺失信息,不要直接生成申请单核对表,也不要替用户默认填写。' : '请直接生成申请单核对结果;信息足够时生成申请单,但在入库或提交审批前仍需让我确认。' : missingFields ? '请先追问上述缺失信息,不要直接生成报销核对结果,也不要替用户默认填写。' : '请直接生成报销核对结果;需要创建草稿、绑定附件或提交审批前仍需让我确认。' ] const remainingTaskText = normalized ? buildRemainingTaskText(normalized, task.taskId) : '' if (remainingTaskText) { lines.push(remainingTaskText) } return lines.filter(Boolean).join('\n') } function normalizeFieldKey(field) { const key = String(field || '').trim() return FIELD_ALIASES[key] || key } function resolveFieldDisplay(field, taskType = '') { const key = normalizeFieldKey(field) const config = FIELD_DISPLAY_CONFIG[key] || { label: key.replace(/_/g, ' '), hint: '' } if (key === 'amount') { return { key, label: taskType === 'expense_application' ? '预计金额' : '报销金额', hint: taskType === 'expense_application' ? '本次申请预计发生的费用' : '本次需要报销的实际金额' } } return { key, label: config.label, hint: config.hint } } function formatStewardFieldDisplayValue(field, value) { const key = normalizeFieldKey(field) const normalizedValue = String(value || '').trim() return FIELD_VALUE_DISPLAY_CONFIG[key]?.[normalizedValue] || normalizedValue } function buildRemainingTaskText(normalized, currentTaskId) { const remainingTasks = normalized.tasks.filter((task) => task.taskId !== currentTaskId) if (!remainingTasks.length) { return '' } const taskLines = remainingTasks.map((task, index) => `${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) => buildStewardTaskPayload(task)) } function buildStewardTaskPayload(task) { if (!task) { return null } return { task_id: task.taskId || task.task_id || '', task_type: task.taskType || task.task_type || '', title: task.title || '', summary: task.summary || '', assigned_agent: task.assignedAgent || task.assigned_agent || '', ontology_fields: task.ontologyFields || task.ontology_fields || {}, missing_fields: task.missingFields || task.missing_fields || [] } }