Files
X-Financial/web/src/utils/assistantSessionScope.js
caoxiaozhu 1cbf3fee44 feat: 报销预审会话状态管理与工作台交互增强
- 新增差旅报销会话状态管理与对话模型重构
- 增强风险观测服务与运行时聊天上下文作用域
- 优化工作台图标资源、助理意图识别与摘要工具
- 完善报销创建视图样式与差旅详情页标准调整交互
- 补充风险观测、运行时聊天与报销端点测试覆盖
2026-06-04 11:03:29 +08:00

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export const ASSISTANT_SCOPE_ACTION_SWITCH = 'switch_assistant_session'
export const ASSISTANT_SCOPE_SESSION_APPLICATION = 'application'
export const ASSISTANT_SCOPE_SESSION_EXPENSE = 'expense'
export const ASSISTANT_SCOPE_SESSION_APPROVAL = 'approval'
export const ASSISTANT_SCOPE_SESSION_KNOWLEDGE = 'knowledge'
export const ASSISTANT_SCOPE_SESSION_STEWARD = 'steward'
const SESSION_SCOPE_CONFIG = {
[ASSISTANT_SCOPE_SESSION_STEWARD]: {
label: '小财管家',
icon: 'mdi mdi-account-tie-outline',
scope: '多任务拆解、附件归集、申请助手和报销助手统一调度'
},
[ASSISTANT_SCOPE_SESSION_APPLICATION]: {
label: '申请助手',
icon: 'mdi mdi-file-plus-outline',
scope: '费用申请、事前审批、申请材料清单、申请单状态查询'
},
[ASSISTANT_SCOPE_SESSION_EXPENSE]: {
label: '报销助手',
icon: 'mdi mdi-receipt-text-plus-outline',
scope: '发起报销、票据识别、草稿归集、报销单状态查询和报销信息核对'
},
[ASSISTANT_SCOPE_SESSION_APPROVAL]: {
label: '审核助手',
icon: 'mdi mdi-clipboard-check-outline',
scope: '待审单据查询、审批动作、风险解释和审核意见草稿'
},
[ASSISTANT_SCOPE_SESSION_KNOWLEDGE]: {
label: '财务知识助手',
icon: 'mdi mdi-book-open-page-variant-outline',
scope: '财务制度、报销标准、票据要求、流程规则和政策口径解释'
}
}
const SESSION_SCOPE_TYPES = Object.keys(SESSION_SCOPE_CONFIG)
const APPLICATION_PATTERN =
/费用申请|发起申请|申请单|事前申请|事前审批|前置审批|出差申请|申请出差|差旅申请|申请差旅|采购申请|用款申请|预算申请|申请材料|材料清单|先申请|立项申请/
const APPLICATION_PLANNING_PATTERN =
/计划|安排|准备|需要|打算|预计|申请|发起|提交|提出|先走|先办|要去|将要|下周|下月|明天|后天|近期|月底|去|到|赴|前往|参加/
const APPLICATION_BUSINESS_PATTERN =
/出差|差旅|客户现场|现场|客户|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|会务|驻场|上线|验收|采购|购置|用款|立项/
const APPLICATION_FUTURE_OR_DURATION_PATTERN =
/明天|后天|下周|下月|近期|月底|预计|计划|安排|准备|将要|[0-9]+天|[一二两三四五六七八九十]+天/
const APPLICATION_ROUTE_PATTERN =
/(?:去|到|赴|前往)[^,。;;?!\n]{0,24}(?:出差|差旅|客户|现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收)|(?:出差|差旅)[^,。;;?!\n]{0,24}(?:[0-9]+天|[一二两三四五六七八九十]+天|客户|现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收)/
const COMPLETED_EXPENSE_PATTERN =
/已经|已|昨天|前天|上周|上月|去年|花了|花销|消费|垫付|支付|付了|买了|采购了|招待了|发生了/
const EXPENSE_PATTERN =
/报销|报销单|票据|发票|火车票|高铁票|机票|飞机票|的士票|出租车|网约车|酒店票|住宿票|住宿单据|保存草稿|草稿|费用明细|归集|上传.*票|关联单据|继续下一步/
const APPROVAL_PATTERN =
/待我审核|待审|审核|审批|审核意见|审批意见|审批通过|审批驳回|驳回|退回|审核中心|审批中心|领导审批|财务审核|处理意见/
const KNOWLEDGE_PATTERN =
/制度|政策|标准|规则|规定|流程|口径|依据|上限|额度|补贴|住宿标准|差旅标准|报销标准|票据要求|可不可以|能不能|怎么规定|如何计算|怎么算/
const EXPENSE_OPERATION_PATTERN = /发起报销|报销单|票据|发票|火车票|高铁票|机票|的士票|草稿|归集|上传|关联单据|继续下一步/
const CURRENT_CLAIM_RISK_PATTERN = /这张|当前|本单|该单|单据|风险|超标|异常|重复|待补/
function normalizeSessionType(sessionType) {
const normalized = String(sessionType || '').trim()
return SESSION_SCOPE_TYPES.includes(normalized) ? normalized : ASSISTANT_SCOPE_SESSION_EXPENSE
}
function normalizeText(rawText) {
return String(rawText || '')
.replace(/\s+/g, '')
.toLowerCase()
}
export function hasReimbursementIntentSignal(rawText) {
return EXPENSE_PATTERN.test(normalizeText(rawText))
}
export function hasExpenseApplicationIntentSignal(rawText) {
const text = normalizeText(rawText)
if (!text) {
return false
}
if (APPLICATION_PATTERN.test(text)) {
return true
}
if (hasReimbursementIntentSignal(text) || COMPLETED_EXPENSE_PATTERN.test(text)) {
return false
}
if (KNOWLEDGE_PATTERN.test(text) && !EXPENSE_OPERATION_PATTERN.test(text)) {
return false
}
const hasBusinessSignal = APPLICATION_BUSINESS_PATTERN.test(text)
const planningScore = APPLICATION_PLANNING_PATTERN.test(text) ? 1 : 0
const timingScore = APPLICATION_FUTURE_OR_DURATION_PATTERN.test(text) ? 1 : 0
const routeScore = APPLICATION_ROUTE_PATTERN.test(text) ? 2 : 0
return hasBusinessSignal && planningScore + timingScore + routeScore >= 2
}
function resolveScopeConfig(sessionType) {
return SESSION_SCOPE_CONFIG[normalizeSessionType(sessionType)] || SESSION_SCOPE_CONFIG[ASSISTANT_SCOPE_SESSION_EXPENSE]
}
export function inferAssistantScopeTarget(rawText, options = {}) {
const text = normalizeText(rawText)
if (!text) {
return ''
}
const applicationMatched = hasExpenseApplicationIntentSignal(text)
const expenseMatched = EXPENSE_PATTERN.test(text)
const approvalMatched = APPROVAL_PATTERN.test(text)
const knowledgeMatched = KNOWLEDGE_PATTERN.test(text)
if (applicationMatched && expenseMatched) {
return ASSISTANT_SCOPE_SESSION_STEWARD
}
if (approvalMatched && /(待我审核|待审|审核意见|审批意见|审批通过|审批驳回|驳回|退回|审核中心|审批中心|处理意见)/.test(text)) {
return ASSISTANT_SCOPE_SESSION_APPROVAL
}
if (knowledgeMatched && !options.hasActiveReviewPayload && !EXPENSE_OPERATION_PATTERN.test(text)) {
return ASSISTANT_SCOPE_SESSION_KNOWLEDGE
}
if (expenseMatched && !applicationMatched) {
return ASSISTANT_SCOPE_SESSION_EXPENSE
}
if (applicationMatched && !expenseMatched) {
return ASSISTANT_SCOPE_SESSION_APPLICATION
}
if (knowledgeMatched && !expenseMatched && !approvalMatched && !applicationMatched) {
return ASSISTANT_SCOPE_SESSION_KNOWLEDGE
}
if (knowledgeMatched && !options.hasActiveReviewPayload) {
return ASSISTANT_SCOPE_SESSION_KNOWLEDGE
}
if (approvalMatched) {
return ASSISTANT_SCOPE_SESSION_APPROVAL
}
if (expenseMatched) {
return ASSISTANT_SCOPE_SESSION_EXPENSE
}
if (applicationMatched) {
return ASSISTANT_SCOPE_SESSION_APPLICATION
}
return ''
}
function shouldAllowCurrentExpensePolicyQuestion(rawText, currentSessionType, targetSessionType, options = {}) {
if (
normalizeSessionType(currentSessionType) !== ASSISTANT_SCOPE_SESSION_EXPENSE ||
targetSessionType !== ASSISTANT_SCOPE_SESSION_KNOWLEDGE ||
!options.hasActiveReviewPayload
) {
return false
}
return CURRENT_CLAIM_RISK_PATTERN.test(normalizeText(rawText))
}
function buildScopeSwitchAction(targetSessionType, rawText, options = {}) {
const target = resolveScopeConfig(targetSessionType)
const carryText = String(rawText || '').trim()
return {
label: `切换到${target.label}`,
description: `带着这条内容进入${target.label}继续处理`,
icon: target.icon,
action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
payload: {
session_type: normalizeSessionType(targetSessionType),
carry_text: carryText,
carry_files: Boolean(options.attachmentCount)
}
}
}
function buildScopeBoundaryText(currentSessionType, targetSessionType) {
const current = resolveScopeConfig(currentSessionType)
const target = resolveScopeConfig(targetSessionType)
return [
`我先暂停在「${current.label}」里继续处理这条消息。`,
'',
`当前助手的业务范围是:${current.scope}`,
'',
`您这条内容更适合交给「${target.label}」处理;它的业务范围是:${target.scope}`,
'',
`建议切换到「${target.label}」后继续,我会尽量把这条内容带过去,避免在错误的会话里把流程跑偏。`
].join('\n')
}
export function resolveAssistantScopeGuard(rawText, currentSessionType, options = {}) {
const normalizedCurrent = normalizeSessionType(currentSessionType)
const targetSessionType = inferAssistantScopeTarget(rawText, options)
if (!targetSessionType || targetSessionType === normalizedCurrent) {
return null
}
if (shouldAllowCurrentExpensePolicyQuestion(rawText, normalizedCurrent, targetSessionType, options)) {
return null
}
const target = resolveScopeConfig(targetSessionType)
return {
targetSessionType,
targetLabel: target.label,
text: buildScopeBoundaryText(normalizedCurrent, targetSessionType),
meta: [`建议切换至${target.label}`],
suggestedActions: [buildScopeSwitchAction(targetSessionType, rawText, options)]
}
}