0c74b4ab4a
- 重构 finance_dashboard 口径计算，新增模拟公司画像数据生成与筛选 - 引入 expense_claim_status_registry 统一报销状态流转 - 完善报销草稿流程、Item Sync 与本体解析器 - 优化总览页趋势图、分页组件与请求进度步骤 - 增强报销申请快速预览、本体工具与详情展示 - 新增半年报销模拟数据种子脚本与状态审计工具 - 补充财务看板、报销状态注册与模拟数据测试覆盖
437 lines
16 KiB
JavaScript
437 lines
16 KiB
JavaScript
const EXPENSE_TYPE_LABELS = {
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travel: '差旅费',
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hotel: '住宿费',
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transport: '交通费',
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meal: '业务招待费',
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entertainment: '业务招待费',
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meeting: '会务费',
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marketing: '市场推广费',
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office: '办公用品费',
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training: '培训费',
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software: '软件服务费',
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communication: '通讯费',
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welfare: '福利费',
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other: '其他费用'
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}
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const SLOT_LABELS = {
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expense_type: '费用场景',
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amount: '申请金额',
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time_range: '业务时间',
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location: '业务地点',
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reason: '申请事由',
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days: '天数',
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transport_mode: '出行方式',
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attachments: '附件说明',
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customer_name: '客户名称',
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participants: '参与人员'
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}
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const PRE_APPROVAL_TYPES = new Set(['travel', 'meeting', 'office', 'training'])
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const ATTACHMENT_REQUIRED_TYPES = new Set(['meeting', 'training'])
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const PLACEHOLDER_VALUES = new Set(['', '待补充', '暂无', '无', '未知'])
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const PROMPT_FIELD_LABELS = [
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'发生时间',
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'业务发生时间',
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'申请时间',
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'时间',
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'地点',
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'业务地点',
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'发生地点',
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'事由',
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'申请事由',
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'出差事由',
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'原因',
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'用途',
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'天数',
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'出差天数',
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'申请天数',
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'出行方式',
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'交通方式',
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'交通工具',
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'用户预估费用',
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'预估费用',
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'预计总费用',
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'预计费用',
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'预计金额',
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'申请金额',
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'预算',
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'金额'
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]
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export const APPLICATION_EXAMPLES = [
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'申请下周去北京做客户现场验收，预计费用18000元',
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'申请上海产品发布会会务费32000元，需要场地和物料',
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'申请部门集中采购办公用品4800元，用于新员工入职'
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]
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export function buildExpenseApplicationOntologyContext(currentUser = {}) {
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return {
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document_type: 'expense_application',
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application_stage: 'pre_approval',
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conversation_scenario: 'expense',
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entry_source: 'documents_application',
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role_codes: Array.isArray(currentUser.roleCodes) ? currentUser.roleCodes : [],
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is_admin: Boolean(currentUser.isAdmin),
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name: currentUser.name || '',
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role: currentUser.role || '',
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department: currentUser.department || currentUser.departmentName || '',
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department_name: currentUser.department || currentUser.departmentName || '',
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position: currentUser.position || '',
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grade: currentUser.grade || '',
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manager_name: currentUser.managerName || currentUser.manager_name || '',
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employee_no: currentUser.employeeNo || currentUser.employee_no || ''
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}
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}
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export function resolveEntity(ontology, type) {
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const entities = Array.isArray(ontology?.entities) ? ontology.entities : []
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return entities.find((item) => item?.type === type) || null
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}
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export function resolveConstraint(ontology, field) {
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const constraints = Array.isArray(ontology?.constraints) ? ontology.constraints : []
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return constraints.find((item) => item?.field === field) || null
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}
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export function resolveExpenseTypeCode(ontology) {
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const entity = resolveEntity(ontology, 'expense_type')
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return String(entity?.normalized_value || entity?.value || 'other').trim() || 'other'
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}
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function looksLikeStructuredTravelApplication(prompt) {
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const text = String(prompt || '')
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return /(?:发生时间|业务发生时间|申请时间|时间)\s*[:：]/.test(text)
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&& /(?:地点|业务地点|发生地点|目的地)\s*[:：]/.test(text)
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&& /(?:天数|出差天数|申请天数)\s*[:：]?\s*(?:\d+|[一二两三四五六七八九十]{1,3})\s*天/.test(text)
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}
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function resolveApplicationExpenseTypeCode(ontology, prompt) {
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const code = resolveExpenseTypeCode(ontology)
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if (code !== 'other') return code
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return looksLikeStructuredTravelApplication(prompt) ? 'travel' : code
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}
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export function resolveExpenseTypeLabel(code) {
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return EXPENSE_TYPE_LABELS[String(code || '').trim()] || EXPENSE_TYPE_LABELS.other
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}
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export function resolveApplicationAmount(ontology) {
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const amountEntity = resolveEntity(ontology, 'amount')
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const amountConstraint = resolveConstraint(ontology, 'amount')
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const rawValue = amountEntity?.normalized_value || amountEntity?.value || amountConstraint?.value || ''
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const numericValue = Number(String(rawValue).replace(/[^\d.]/g, ''))
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return {
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raw: String(rawValue || '').trim(),
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value: Number.isFinite(numericValue) ? numericValue : 0
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}
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}
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export function resolveTimeRangeText(ontology) {
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const range = ontology?.time_range || {}
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if (range.start_date && range.end_date) {
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return range.start_date === range.end_date
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? range.start_date
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: `${range.start_date} 至 ${range.end_date}`
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}
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return String(range.raw || '').trim()
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}
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function parseApplicationDate(value) {
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const normalized = String(value || '')
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.trim()
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.replace(/日$/, '')
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.replace(/年|月|\//g, '-')
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.replace(/\./g, '-')
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const match = normalized.match(/^(20\d{2})-(\d{1,2})-(\d{1,2})$/)
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if (!match) return null
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const [, year, month, day] = match
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const date = new Date(Date.UTC(Number(year), Number(month) - 1, Number(day)))
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if (Number.isNaN(date.getTime())) return null
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return date
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}
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function formatApplicationDate(date) {
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return date.toISOString().slice(0, 10)
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}
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function parseChineseNumber(value) {
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const digits = {
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一: 1,
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二: 2,
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两: 2,
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三: 3,
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四: 4,
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五: 5,
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六: 6,
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七: 7,
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八: 8,
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九: 9
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}
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const text = String(value || '').trim()
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if (!text) return 0
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if (text === '十') return 10
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if (text.includes('十')) {
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const [left, right] = text.split('十')
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const tens = left ? digits[left] || 0 : 1
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const ones = right ? digits[right] || 0 : 0
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return tens * 10 + ones
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}
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return digits[text] || 0
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}
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export function resolvePromptDays(prompt) {
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const labeled = resolvePromptField(prompt, ['天数', '出差天数', '申请天数'])
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const source = labeled || String(prompt || '')
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const match = source.match(/(?<days>\d+|[一二两三四五六七八九十]{1,3})\s*天/)
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if (!match?.groups?.days) return 0
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if (/^\d+$/.test(match.groups.days)) return Number(match.groups.days)
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return parseChineseNumber(match.groups.days)
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}
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export function expandApplicationTimeWithDays(timeText, days = 0) {
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const normalizedTime = String(timeText || '').trim()
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const dayCount = Number(days || 0)
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if (!normalizedTime || !dayCount) return normalizedTime
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if (/\s*(至|到|~|--|—)\s*/.test(normalizedTime)) return normalizedTime
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const match = normalizedTime.match(/20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?/)
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const startDate = parseApplicationDate(match?.[0] || '')
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if (!startDate) return normalizedTime
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const endDate = new Date(startDate.getTime())
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endDate.setUTCDate(endDate.getUTCDate() + Math.max(dayCount - 1, 0))
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const startText = formatApplicationDate(startDate)
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const endText = formatApplicationDate(endDate)
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return startText === endText ? startText : `${startText} 至 ${endText}`
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}
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function normalizeApplicationTimeCandidate(value) {
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const text = String(value || '').trim().replace(/^[，,、。；;\s]+/, '')
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if (!text) return ''
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if (/20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?/.test(text)) return text
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if (/今天|明天|后天|本周|下周|上周|本月|下月|月底|月初/.test(text)) return text
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return ''
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}
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export function resolveApplicationTimeRange(ontology, prompt) {
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const range = ontology?.time_range || {}
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const baseTime = normalizeApplicationTimeCandidate(resolveTimeRangeText(ontology))
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|| normalizeApplicationTimeCandidate(resolvePromptField(prompt, ['发生时间', '业务发生时间', '申请时间', '时间']))
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if (range.start_date && range.end_date && range.start_date !== range.end_date) {
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return `${range.start_date} 至 ${range.end_date}`
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}
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return expandApplicationTimeWithDays(baseTime, resolvePromptDays(prompt)) || baseTime
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}
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function escapeRegExp(value) {
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return String(value || '').replace(/[.*+?^${}()|[\]\\]/g, '\\$&')
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}
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export function resolvePromptField(prompt, labels = []) {
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const text = String(prompt || '').trim()
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if (!text) return ''
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const labelSet = new Set(labels.map((item) => String(item || '').trim()).filter(Boolean))
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for (const line of text.split(/\r?\n/)) {
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const match = line.match(/^\s*([^:：\s]+)\s*[:：]\s*(.+?)\s*$/)
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if (match && labelSet.has(match[1].trim())) {
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return match[2].trim()
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}
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}
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const labelPattern = labels.map(escapeRegExp).join('|')
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const nextLabelPattern = PROMPT_FIELD_LABELS.map(escapeRegExp).join('|')
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if (!labelPattern) return ''
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const match = text.match(
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new RegExp(`(?:${labelPattern})\\s*[:：]\\s*([\\s\\S]*?)(?=\\s*(?:${nextLabelPattern})\\s*[:：]|$)`)
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)
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return match ? match[1].trim().replace(/[，。；;]$/, '') : ''
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}
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function normalizeApplicationTransportMode(value) {
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const text = String(value || '').trim()
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if (/飞机|机票|航班/.test(text)) return '飞机'
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if (/轮船|船票|客轮|渡轮|邮轮/.test(text)) return '轮船'
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if (/火车|高铁|动车|铁路|列车/.test(text)) return '火车'
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return text
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}
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function cleanupApplicationReasonCandidate(value, location = '') {
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let text = String(value || '').trim()
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if (!text) return ''
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text = text
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.replace(/^(?:发生时间|业务发生时间|申请时间|时间|地点|业务地点|发生地点|天数|出差天数|申请天数|出行方式|交通方式|交通工具|用户预估费用|预估费用|预计总费用|预计费用|预计金额|申请金额|预算|金额)\s*[:：]\s*/u, '')
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.replace(/20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?/gu, '')
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.replace(/(?:出差|申请)?(?:\d+|[一二两三四五六七八九十]{1,3})\s*天/gu, '')
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.replace(/(?:¥|￥)?\s*\d+(?:\.\d+)?\s*(?:元|块|万元|人民币)?/gu, '')
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.replace(/(?:高铁|动车|火车|铁路|列车|飞机|机票|航班|轮船|船票|客轮|渡轮|邮轮)/gu, '')
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.replace(/[，,、。；;]+/g, '，')
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.replace(/^\s*(申请|费用申请|业务|本次|去|到|前往|赴)\s*/u, '')
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.replace(/^[，\s]+|[，\s]+$/g, '')
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.trim()
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const normalizedLocation = String(location || '').trim()
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if (normalizedLocation) {
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const escapedLocation = escapeRegExp(normalizedLocation)
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text = text
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.replace(new RegExp(`^${escapedLocation}(?:出差)?(?:，|,|、)?`, 'u'), '')
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.replace(new RegExp(`^(?:去|到|前往|赴)${escapedLocation}(?:出差)?(?:，|,|、)?`, 'u'), '')
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.trim()
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}
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if (!text) return ''
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if (/^20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?$/.test(text)) return ''
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if (/^(?:\d+|[一二两三四五六七八九十]{1,3})\s*天$/.test(text)) return ''
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if (/^[\u4e00-\u9fa5]{1,8}$/.test(text) && !/服务|支撑|支持|部署|实施|验收|拜访|对接|沟通|培训|会议|采购|安装|维护|上线|调试|项目/.test(text)) {
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return ''
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}
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return text
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}
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function resolveApplicationLocationText(ontology, prompt) {
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const locationEntity = resolveEntity(ontology, 'location')
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return locationEntity?.normalized_value
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|| locationEntity?.value
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|| resolvePromptField(prompt, ['地点', '业务地点', '发生地点', '目的地'])
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|| ''
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}
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export function resolveApplicationReason(prompt, ontology = null) {
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const location = resolveApplicationLocationText(ontology, prompt)
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const reasonEntity = resolveEntity(ontology, 'reason') || resolveEntity(ontology, 'business_reason')
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const entityReason = String(reasonEntity?.normalized_value || reasonEntity?.value || '').trim()
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if (entityReason) {
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return cleanupApplicationReasonCandidate(entityReason, location) || entityReason
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}
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const labeled = resolvePromptField(prompt, ['事由', '申请事由', '出差事由', '原因', '用途'])
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if (labeled) {
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return cleanupApplicationReasonCandidate(labeled, location) || labeled
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}
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const candidates = String(prompt || '')
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.split(/[\n，。；;]+/u)
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.map((item) => cleanupApplicationReasonCandidate(item, location))
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.filter(Boolean)
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const businessCandidate = candidates.find((item) => /服务|支撑|支持|部署|实施|验收|拜访|对接|沟通|培训|会议|采购|安装|维护|上线|调试|项目/.test(item))
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return businessCandidate || candidates.sort((left, right) => right.length - left.length)[0] || ''
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}
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function resolveApplicationTransportMode(ontology, prompt) {
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const transportEntity = resolveEntity(ontology, 'transport_mode')
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|| resolveEntity(ontology, 'transport')
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const fromEntity = normalizeApplicationTransportMode(
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transportEntity?.normalized_value || transportEntity?.value || ''
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)
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if (fromEntity) return fromEntity
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const labeled = resolvePromptField(prompt, ['出行方式', '交通方式', '交通工具'])
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const fromLabel = normalizeApplicationTransportMode(labeled)
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if (fromLabel) return fromLabel
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const text = String(prompt || '')
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if (/飞机|机票|航班/.test(text)) return '飞机'
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if (/轮船|船票|客轮|渡轮|邮轮/.test(text)) return '轮船'
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if (/火车|高铁|动车|铁路|列车/.test(text)) return '火车'
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return ''
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}
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export function resolveAttachmentPolicy(expenseTypeCode, amount = 0) {
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const code = String(expenseTypeCode || '').trim()
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if (ATTACHMENT_REQUIRED_TYPES.has(code)) {
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return {
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level: 'required',
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label: '必须提交',
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description: code === 'meeting'
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? '需补充会议通知、议程、参会范围或预算说明。'
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: '需补充培训通知、课程说明、报价或审批依据。'
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}
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}
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if (code === 'office' && amount >= 5000) {
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return {
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level: 'required',
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label: '必须提交',
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description: '办公采购金额较高，需补充采购清单、报价或预算说明。'
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}
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}
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if (code === 'travel') {
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return {
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level: 'optional',
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label: '说明可选',
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description: '可先提交出差目的、时间和预算；行程或邀请材料可作为补充说明。'
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}
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}
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return {
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level: 'none',
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label: '无需附件',
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description: '当前申请事项可先不提交附件，后续报销阶段再按票据要求补充。'
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}
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}
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export function buildApplicationFieldsFromOntology(ontology, prompt, currentUser = {}) {
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const expenseTypeCode = resolveApplicationExpenseTypeCode(ontology, prompt)
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const amount = resolveApplicationAmount(ontology)
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const documentTypeEntity = resolveEntity(ontology, 'document_type')
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const workflowStageEntity = resolveEntity(ontology, 'workflow_stage')
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const attachmentPolicy = resolveAttachmentPolicy(expenseTypeCode, amount.value)
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const timeRange = resolveApplicationTimeRange(ontology, prompt)
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|| '待补充'
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const location = resolveApplicationLocationText(ontology, prompt)
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|| '待补充'
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const reason = resolveApplicationReason(prompt, ontology) || '待补充'
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const days = resolvePromptDays(prompt)
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const transportMode = resolveApplicationTransportMode(ontology, prompt)
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const fields = {
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documentType: documentTypeEntity?.normalized_value || 'expense_application',
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documentTypeLabel: documentTypeEntity?.value || '费用申请',
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workflowStage: workflowStageEntity?.normalized_value || 'pre_approval',
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workflowStageLabel: workflowStageEntity?.value || '前置申请',
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expenseTypeCode,
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expenseTypeLabel: resolveExpenseTypeLabel(expenseTypeCode),
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amount: amount.value,
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amountDisplay: amount.value ? `¥${amount.value.toLocaleString('zh-CN')}` : '待补充',
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timeRange,
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location,
|
||
reason,
|
||
days: days ? `${days}天` : '',
|
||
transportMode,
|
||
applicant: currentUser.name || currentUser.username || '当前用户',
|
||
department: currentUser.department || currentUser.departmentName || '待补充',
|
||
position: currentUser.position || currentUser.employeePosition || '待补充',
|
||
managerName: currentUser.managerName || currentUser.manager_name || '待补充',
|
||
preApprovalRequired: PRE_APPROVAL_TYPES.has(expenseTypeCode),
|
||
attachmentPolicy
|
||
}
|
||
|
||
return {
|
||
...fields,
|
||
missingSlots: normalizeMissingSlots(ontology?.missing_slots || [], fields)
|
||
}
|
||
}
|
||
|
||
function hasProvidedValue(value) {
|
||
const normalized = String(value || '').trim()
|
||
return !PLACEHOLDER_VALUES.has(normalized)
|
||
}
|
||
|
||
function isSlotAlreadyResolved(slot, fields = {}) {
|
||
const key = String(slot || '').trim()
|
||
if (key === 'reason') return hasProvidedValue(fields.reason)
|
||
if (key === 'time_range' || key === 'time') return hasProvidedValue(fields.timeRange)
|
||
if (key === 'location') return hasProvidedValue(fields.location)
|
||
if (key === 'amount') return Number(fields.amount || 0) > 0
|
||
if (key === 'transport_mode') return hasProvidedValue(fields.transportMode)
|
||
return false
|
||
}
|
||
|
||
export function normalizeMissingSlots(slots = [], fields = {}) {
|
||
const normalized = Array.isArray(slots) ? slots : []
|
||
return normalized.map((item) => ({
|
||
key: String(item || '').trim(),
|
||
label: SLOT_LABELS[String(item || '').trim()] || String(item || '').trim()
|
||
})).filter((item) => item.key && !isSlotAlreadyResolved(item.key, fields))
|
||
}
|