0cde1f8990
- 新增 PersonalWorkbenchAiMode 组件、AI 侧边栏与 orb 机器人视觉资源 - 新增 aiApplicationDraftModel / aiExpenseDraftModel / aiWorkbenchConversationStore 及业务准入 aiSidebarBusinessAccess，支撑 AI 模式下的申请与报销草稿 - 顶栏、侧边栏、工作台样式重构，适配 AI 模式切换与响应式布局 - 同步 steward plan/off_topic、差旅报销引导流、风险建议卡片等测试
676 lines
21 KiB
JavaScript
676 lines
21 KiB
JavaScript
import { isApplicationRequestLike } from './documentClassification.js'
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import { canProcessApprovalRequest } from './approvalInbox.js'
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function parseNumber(value) {
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const nextValue = Number(value)
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return Number.isFinite(nextValue) ? nextValue : 0
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}
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function normalizeText(value) {
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return String(value ?? '').trim()
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}
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function toDate(value) {
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if (!value) {
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return null
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}
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const nextDate = new Date(value)
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return Number.isNaN(nextDate.getTime()) ? null : nextDate
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}
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function isCurrentMonth(dateValue) {
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const date = toDate(dateValue)
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if (!date) {
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return false
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}
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const now = new Date()
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return date.getFullYear() === now.getFullYear() && date.getMonth() === now.getMonth()
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}
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function resolveClaimDate(request) {
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return request?.submittedAt || request?.createdAt || request?.occurredAt || ''
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}
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export function belongsToCurrentUser(request, currentUser) {
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const person = String(request?.person || request?.employeeName || '').trim()
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if (!person) {
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return false
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}
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const names = [
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String(currentUser?.name || '').trim(),
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String(currentUser?.username || '').trim()
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].filter(Boolean)
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return names.some((name) => name === person)
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}
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function belongsToWorkbenchProgressScope(request, currentUser) {
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if (belongsToCurrentUser(request, currentUser)) {
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return true
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}
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return normalizeText(request?.approvalKey) === 'in_progress'
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&& canProcessApprovalRequest(request, currentUser)
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}
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export function hasHighRiskFlag(request) {
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const riskFlags = Array.isArray(request?.riskFlags) ? request.riskFlags : []
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if (riskFlags.some((item) => String(item?.severity || '').trim().toLowerCase() === 'high')) {
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return true
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}
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const summary = String(request?.riskSummary || '').trim()
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return summary.includes('高')
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}
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function formatCurrency(value) {
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return new Intl.NumberFormat('zh-CN', {
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style: 'currency',
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currency: 'CNY',
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minimumFractionDigits: 0,
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maximumFractionDigits: Number.isInteger(value) ? 0 : 2
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}).format(parseNumber(value))
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}
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function formatPercent(value) {
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const percent = Number(value)
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if (!Number.isFinite(percent)) {
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return '0%'
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}
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return `${percent.toFixed(percent >= 10 || percent === 0 ? 0 : 1)}%`
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}
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function padDatePart(value) {
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return String(value).padStart(2, '0')
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}
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function formatMonthKey(date) {
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return `${date.getFullYear()}-${padDatePart(date.getMonth() + 1)}`
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}
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function formatMonthLabel(date) {
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return `${date.getMonth() + 1}月`
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}
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function shiftMonth(date, offset) {
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return new Date(date.getFullYear(), date.getMonth() + offset, 1)
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}
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function resolveMonthStart(date) {
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return new Date(date.getFullYear(), date.getMonth(), 1)
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}
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function formatDateTimeLabel(value) {
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if (value instanceof Date) {
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return [
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value.getFullYear(),
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padDatePart(value.getMonth() + 1),
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padDatePart(value.getDate())
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].join('-') + ` ${padDatePart(value.getHours())}:${padDatePart(value.getMinutes())}`
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}
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const text = normalizeText(value)
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if (!text) {
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return '暂无时间'
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}
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const match = /^(\d{4})-(\d{2})-(\d{2})(?:[T\s](\d{2}):(\d{2}))?/.exec(text)
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if (match) {
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return match[4] ? `${match[1]}-${match[2]}-${match[3]} ${match[4]}:${match[5]}` : `${match[1]}-${match[2]}-${match[3]}`
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}
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return text
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}
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function formatDurationLabel(milliseconds) {
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const duration = Number(milliseconds)
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if (!Number.isFinite(duration) || duration <= 0) {
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return '暂无耗时'
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}
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const minute = 60 * 1000
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const hour = 60 * minute
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const day = 24 * hour
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if (duration < hour) {
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return `${Math.max(1, Math.round(duration / minute))}分钟`
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}
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if (duration < day) {
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return `${Math.max(1, Math.round(duration / hour))}小时`
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}
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return `${Math.ceil(duration / day)}天`
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}
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function resolveRequestIdentity(request) {
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return normalizeText(request?.claimNo || request?.claim_no || request?.id || request?.claimId)
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}
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function resolveRequestTarget(request) {
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return {
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type: 'document',
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id: normalizeText(request?.claimId || request?.id),
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claimNo: resolveRequestIdentity(request)
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}
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}
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function resolveApplicantLabel(request) {
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return normalizeText(
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request?.person
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|| request?.employeeName
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|| request?.employee_name
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|| request?.applicant
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|| request?.profileName
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) || '待补充'
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}
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function resolveStatusTone(approvalKey) {
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if (approvalKey === 'supplement' || approvalKey === 'rejected') return 'danger'
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if (approvalKey === 'draft') return 'success'
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if (approvalKey === 'pending_payment') return 'warning'
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if (approvalKey === 'in_progress') return 'info'
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return 'muted'
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}
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function resolveDocumentTypeLabel(request, requestId, title) {
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const explicitLabel = normalizeText(request?.documentTypeLabel || request?.document_type_label)
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const normalizedRequestId = normalizeText(requestId).toUpperCase()
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if (
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isApplicationRequestLike(request)
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|| explicitLabel.includes('申请')
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|| title.includes('申请')
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|| normalizedRequestId.startsWith('SQ')
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|| normalizedRequestId.startsWith('CL')
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) {
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return '申请单'
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}
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return explicitLabel || '报销单'
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}
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function resolveTodoAction(request) {
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const approvalKey = normalizeText(request?.approvalKey)
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const status = normalizeText(request?.status || request?.approvalStatus)
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if (approvalKey === 'supplement' || approvalKey === 'rejected') {
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return {
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title: '补充或修改单据',
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status: approvalKey === 'rejected' ? '退回修改' : '待补充',
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statusTone: 'danger',
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iconKey: 'receipts',
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color: 'var(--danger)',
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accent: 'var(--danger-soft)'
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}
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}
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if (approvalKey === 'draft' || /draft|草稿|待提交/i.test(status)) {
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return {
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title: '提交草稿单据',
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status: '待提交',
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statusTone: 'success',
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iconKey: 'travelDraft',
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color: 'var(--theme-primary)',
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accent: 'var(--theme-primary-soft)'
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}
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}
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return null
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}
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function buildTodoItems(ownedRequests) {
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return ownedRequests
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.map((request) => {
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const action = resolveTodoAction(request)
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if (!action) {
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return null
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}
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const requestId = resolveRequestIdentity(request)
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const title = normalizeText(request?.title || request?.note || request?.sceneLabel) || requestId
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return {
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...action,
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id: requestId,
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requestId,
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title: action.title,
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description: `${requestId || '单据'} · ${title || '费用单据'}`,
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due: normalizeText(request?.updatedAt || request?.applyTime || request?.submittedAt) || '待处理',
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target: resolveRequestTarget(request),
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prompt: `帮我处理 ${requestId || title}：${action.status}`
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}
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})
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.filter(Boolean)
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.sort((left, right) => normalizeText(right.due).localeCompare(normalizeText(left.due)))
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}
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function resolveProgressStatusTone(approvalKey, statusText = '') {
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const status = String(statusText || '').trim()
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if (approvalKey === 'completed' || /完成|结束|通过/i.test(status)) return 'muted'
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if (approvalKey === 'pending_payment' || /付款|支付/i.test(status)) return 'warning'
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if (approvalKey === 'supplement' || approvalKey === 'rejected' || /退回|驳回|修改/i.test(status)) return 'danger'
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return 'success'
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}
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function resolveCurrentProgressIndex(steps) {
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const currentIndex = steps.findIndex((step) => step?.current)
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if (currentIndex >= 0) {
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return currentIndex
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}
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const activeIndex = steps.findLastIndex((step) => step?.active || step?.done)
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return Math.max(0, activeIndex)
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}
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export function buildAdjacentProgressSteps(steps = [], windowSize = 4) {
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const rows = Array.isArray(steps) ? steps : []
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if (!rows.length) {
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return []
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}
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const currentIndex = resolveCurrentProgressIndex(rows)
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const safeWindowSize = Math.max(1, Number(windowSize) || 4)
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let start = Math.max(0, currentIndex - 1)
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let end = Math.min(rows.length, start + safeWindowSize)
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if (end - start < safeWindowSize) {
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start = Math.max(0, end - safeWindowSize)
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}
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return rows.slice(start, end).map((step) => ({
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label: normalizeText(step.label || step.rawLabel),
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done: Boolean(step.done),
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current: Boolean(step.current),
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title: normalizeText(step.title || step.time || step.detail)
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}))
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}
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const FALLBACK_APPLICATION_PROGRESS_LABELS = Object.freeze([
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'创建申请',
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'直属领导审批',
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'关联单据状态',
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'已归档'
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])
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const FALLBACK_REIMBURSEMENT_PROGRESS_LABELS = Object.freeze([
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'关联单据',
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'待提交',
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'直属领导审批',
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'财务审批',
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'待付款',
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'已付款',
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'已归档'
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])
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function resolveFallbackProgressCurrentIndex(labels, request, documentTypeLabel) {
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const approvalKey = normalizeText(request?.approvalKey)
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const status = normalizeText(request?.approvalStatus || request?.status || request?.workflowNode)
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if (documentTypeLabel === '申请单') {
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if (/归档/.test(status)) return labels.indexOf('已归档')
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if (approvalKey === 'completed' || /完成|通过/.test(status)) return labels.indexOf('关联单据状态')
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if (/直属领导|领导审批|负责人/.test(status)) return labels.indexOf('直属领导审批')
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return 0
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}
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if (approvalKey === 'completed' || /归档|已付款|完成/.test(status)) return labels.indexOf('已归档')
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if (approvalKey === 'pending_payment' || /待付款|待支付/.test(status)) return labels.indexOf('待付款')
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if (/财务/.test(status)) return labels.indexOf('财务审批')
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if (/直属领导|领导审批|负责人/.test(status)) return labels.indexOf('直属领导审批')
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return labels.indexOf('待提交')
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}
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function buildFallbackProgressSteps(request, documentTypeLabel) {
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const labels = documentTypeLabel === '申请单'
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? FALLBACK_APPLICATION_PROGRESS_LABELS
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: FALLBACK_REIMBURSEMENT_PROGRESS_LABELS
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const currentIndex = Math.max(0, resolveFallbackProgressCurrentIndex(labels, request, documentTypeLabel))
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return labels.map((label, index) => ({
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label,
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rawLabel: label,
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done: index < currentIndex,
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active: index <= currentIndex,
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current: index === currentIndex,
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title: index === currentIndex ? '进行中' : index < currentIndex ? '已完成' : '待处理'
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}))
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}
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function buildProgressItems(ownedRequests) {
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return ownedRequests
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.map((request) => {
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const requestId = resolveRequestIdentity(request)
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const title = normalizeText(request?.title || request?.note || request?.sceneLabel) || '费用单据'
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const documentTypeLabel = resolveDocumentTypeLabel(request, requestId, title)
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const sourceSteps = Array.isArray(request?.progressSteps) && request.progressSteps.length
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? request.progressSteps
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: buildFallbackProgressSteps(request, documentTypeLabel)
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const steps = buildAdjacentProgressSteps(sourceSteps, 4)
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const currentStep = steps.find((step) => step.current)
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const status = normalizeText(request?.approvalStatus || currentStep?.label) || '处理中'
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return {
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id: requestId,
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requestId,
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title,
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documentTypeLabel,
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applicantLabel: resolveApplicantLabel(request),
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expenseTypeLabel: resolveExpenseCategory(request),
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amount: formatCurrency(request?.amount),
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status,
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statusTone: resolveProgressStatusTone(normalizeText(request?.approvalKey), status),
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updatedAt: normalizeText(request?.updatedAt || request?.submittedAt || request?.createdAt || request?.applyTime),
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steps,
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target: resolveRequestTarget(request),
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prompt: `查询 ${requestId || title} 的单据进度`
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}
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})
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.sort((left, right) => normalizeText(right.updatedAt).localeCompare(normalizeText(left.updatedAt)))
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}
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function buildNotifications(todoItems, progressItems) {
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const todoNotifications = todoItems.map((item) => ({
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id: `todo:${item.requestId || item.description}`,
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title: item.status,
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description: item.description,
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time: item.due,
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unread: true,
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tone: item.statusTone,
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target: item.target,
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prompt: item.prompt
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}))
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const progressNotifications = progressItems
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.filter((item) => ['danger', 'warning'].includes(item.statusTone))
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.map((item) => ({
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id: `progress:${item.requestId || item.title}`,
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title: item.status,
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description: `${item.requestId || '单据'} · ${item.title}`,
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time: item.updatedAt || '最近更新',
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unread: false,
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tone: item.statusTone,
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target: item.target,
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prompt: item.prompt
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}))
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return [...todoNotifications, ...progressNotifications]
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}
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function resolveExpenseCategory(request) {
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const explicitCategory = normalizeText(
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request?.expenseCategory
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|| request?.expense_category
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|| request?.category
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|| request?.expenseType
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|| request?.expense_type
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|| request?.type
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)
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if (explicitCategory) {
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return explicitCategory
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}
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const text = normalizeText([
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request?.sceneLabel,
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request?.title,
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request?.note,
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request?.description
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].filter(Boolean).join(' '))
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if (/差旅|出差|交通|机票|火车|高铁|出租|网约车|住宿|酒店/i.test(text)) {
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return '差旅交通'
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}
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if (/招待|客户|餐饮|宴请|接待/i.test(text)) {
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return '业务招待'
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}
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if (/办公|采购|用品|设备|耗材/i.test(text)) {
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return '办公采购'
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}
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if (/培训|学习|课程|会议/i.test(text)) {
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return '培训会议'
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}
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if (/市场|活动|推广|宣传/i.test(text)) {
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return '市场活动'
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}
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return '其他费用'
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}
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function buildExpenseDistributionRows(ownedRequests) {
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const groups = new Map()
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for (const request of ownedRequests) {
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const category = resolveExpenseCategory(request)
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const amount = parseNumber(request?.amount)
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const group = groups.get(category) || {
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key: category,
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label: category,
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count: 0,
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amount: 0
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}
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group.count += 1
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group.amount += amount
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groups.set(category, group)
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}
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const totalAmount = Array.from(groups.values()).reduce((sum, item) => sum + item.amount, 0)
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const rows = Array.from(groups.values())
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.sort((left, right) => right.amount - left.amount || right.count - left.count)
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.slice(0, 6)
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return rows.map((item) => {
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const percent = totalAmount > 0 ? (item.amount / totalAmount) * 100 : 0
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return {
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...item,
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amountLabel: formatCurrency(item.amount),
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percent,
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percentLabel: formatPercent(percent)
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}
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})
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}
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function collectRequestDates(request) {
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const candidates = [
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request?.createdAt,
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request?.submittedAt,
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request?.updatedAt,
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request?.applyTime,
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request?.occurredAt
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]
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const steps = Array.isArray(request?.progressSteps) ? request.progressSteps : []
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for (const step of steps) {
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candidates.push(step?.time, step?.createdAt, step?.updatedAt, step?.timestamp)
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}
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return candidates
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.map((item) => toDate(item))
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.filter(Boolean)
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.sort((left, right) => left.getTime() - right.getTime())
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}
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function buildExpenseProcessingRows(ownedRequests) {
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return ownedRequests
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.map((request) => {
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const dates = collectRequestDates(request)
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const requestId = resolveRequestIdentity(request)
|
||
const title = normalizeText(request?.title || request?.note || request?.sceneLabel) || '费用单据'
|
||
const startedAt = dates[0] || toDate(request?.createdAt || request?.submittedAt)
|
||
const latestAt = dates[dates.length - 1] || toDate(request?.updatedAt || request?.submittedAt || request?.createdAt)
|
||
const stepCount = Array.isArray(request?.progressSteps) ? request.progressSteps.length : 0
|
||
|
||
const status = normalizeText(request?.approvalStatus || request?.status) || '处理中'
|
||
|
||
return {
|
||
id: requestId || title,
|
||
requestId,
|
||
title,
|
||
status,
|
||
statusTone: resolveProgressStatusTone(normalizeText(request?.approvalKey), status),
|
||
startedAt: startedAt ? formatDateTimeLabel(startedAt) : '暂无开始时间',
|
||
updatedAt: latestAt ? formatDateTimeLabel(latestAt) : '暂无更新时间',
|
||
durationLabel: startedAt && latestAt ? formatDurationLabel(latestAt.getTime() - startedAt.getTime()) : '暂无耗时',
|
||
stepCount,
|
||
sortTime: latestAt ? latestAt.getTime() : 0
|
||
}
|
||
})
|
||
.sort((left, right) => right.sortTime - left.sortTime)
|
||
.slice(0, 6)
|
||
.map(({ sortTime, ...item }) => item)
|
||
}
|
||
|
||
function buildExpenseOperationRows(todoItems, notifications, progressItems) {
|
||
const rows = []
|
||
|
||
for (const item of todoItems) {
|
||
rows.push({
|
||
id: `todo:${item.requestId || item.description}`,
|
||
action: item.status || item.title,
|
||
detail: item.description,
|
||
time: item.due,
|
||
tone: item.statusTone || 'info',
|
||
source: '待办'
|
||
})
|
||
}
|
||
|
||
for (const item of notifications) {
|
||
rows.push({
|
||
id: `notice:${item.id}`,
|
||
action: item.title,
|
||
detail: item.description,
|
||
time: item.time,
|
||
tone: item.tone || 'info',
|
||
source: item.unread ? '未读提醒' : '系统提醒'
|
||
})
|
||
}
|
||
|
||
for (const item of progressItems.slice(0, 6)) {
|
||
rows.push({
|
||
id: `progress:${item.requestId || item.id}`,
|
||
action: item.status,
|
||
detail: `${item.requestId || item.id || '单据'} · ${item.title}`,
|
||
time: item.updatedAt || '最近更新',
|
||
tone: item.statusTone || 'info',
|
||
source: '进度'
|
||
})
|
||
}
|
||
|
||
const seen = new Set()
|
||
return rows
|
||
.filter((item) => {
|
||
const key = [item.action, item.detail, item.time].join('|')
|
||
if (seen.has(key)) {
|
||
return false
|
||
}
|
||
seen.add(key)
|
||
return true
|
||
})
|
||
.sort((left, right) => normalizeText(right.time).localeCompare(normalizeText(left.time)))
|
||
.slice(0, 8)
|
||
}
|
||
|
||
function buildMonthlyAmountMap(ownedRequests) {
|
||
const rows = new Map()
|
||
|
||
for (const request of ownedRequests) {
|
||
const date = toDate(resolveClaimDate(request))
|
||
if (!date) {
|
||
continue
|
||
}
|
||
|
||
const key = formatMonthKey(date)
|
||
rows.set(key, (rows.get(key) || 0) + parseNumber(request?.amount))
|
||
}
|
||
|
||
return rows
|
||
}
|
||
|
||
function resolveTrendAnchorDate(ownedRequests) {
|
||
const dates = ownedRequests
|
||
.map((request) => toDate(resolveClaimDate(request)))
|
||
.filter(Boolean)
|
||
.sort((left, right) => right.getTime() - left.getTime())
|
||
|
||
return resolveMonthStart(dates[0] || new Date())
|
||
}
|
||
|
||
function buildReimbursementTrendRows(ownedRequests) {
|
||
const monthlyAmountMap = buildMonthlyAmountMap(ownedRequests)
|
||
const anchor = resolveTrendAnchorDate(ownedRequests)
|
||
|
||
return Array.from({ length: 6 }, (_, index) => {
|
||
const month = shiftMonth(anchor, index - 5)
|
||
const previousMonth = shiftMonth(month, -12)
|
||
const key = formatMonthKey(month)
|
||
const previousKey = formatMonthKey(previousMonth)
|
||
const amount = monthlyAmountMap.get(key) || 0
|
||
const previousAmount = monthlyAmountMap.get(previousKey) || 0
|
||
|
||
return {
|
||
key,
|
||
label: formatMonthLabel(month),
|
||
amount,
|
||
amountLabel: formatCurrency(amount),
|
||
previousKey,
|
||
previousAmount,
|
||
previousAmountLabel: formatCurrency(previousAmount)
|
||
}
|
||
})
|
||
}
|
||
|
||
export function buildWorkbenchSummary(requests, currentUser) {
|
||
const allRequests = Array.isArray(requests)
|
||
? requests
|
||
: []
|
||
const ownedRequests = allRequests.filter((item) => belongsToCurrentUser(item, currentUser))
|
||
const progressRequests = allRequests.filter((item) => belongsToWorkbenchProgressScope(item, currentUser))
|
||
|
||
const monthlyClaims = ownedRequests.filter((item) => isCurrentMonth(resolveClaimDate(item)))
|
||
|
||
const monthlyCount = monthlyClaims.length
|
||
const monthlyAmount = monthlyClaims.reduce((sum, item) => sum + parseNumber(item.amount), 0)
|
||
const totalCount = ownedRequests.length
|
||
const totalAmount = ownedRequests.reduce((sum, item) => sum + parseNumber(item.amount), 0)
|
||
const inReviewCount = ownedRequests.filter((item) => item.approvalKey === 'in_progress').length
|
||
const pendingPaymentCount = ownedRequests.filter((item) => {
|
||
const status = String(item.status || item.approvalStatus || '').trim()
|
||
return status.includes('待付款') || status.includes('待支付')
|
||
}).length
|
||
const completedCount = ownedRequests.filter((item) => item.approvalKey === 'completed').length
|
||
const returnCount = ownedRequests.filter((item) => item.approvalKey === 'rejected').length
|
||
const highRiskCount = monthlyClaims.filter((item) => hasHighRiskFlag(item)).length
|
||
const todoItems = buildTodoItems(ownedRequests)
|
||
const progressItems = buildProgressItems(progressRequests)
|
||
const notifications = buildNotifications(todoItems, progressItems)
|
||
const expenseStatsDetail = {
|
||
distributionRows: buildExpenseDistributionRows(ownedRequests),
|
||
processingRows: buildExpenseProcessingRows(ownedRequests),
|
||
operationRows: buildExpenseOperationRows(todoItems, notifications, progressItems)
|
||
}
|
||
|
||
return {
|
||
monthlyCount,
|
||
monthlyAmount,
|
||
monthlyAmountLabel: formatCurrency(monthlyAmount),
|
||
totalCount,
|
||
totalAmount,
|
||
totalAmountLabel: formatCurrency(totalAmount),
|
||
inReviewCount,
|
||
pendingPaymentCount,
|
||
completedCount,
|
||
returnCount,
|
||
highRiskCount,
|
||
todoItems,
|
||
progressItems,
|
||
reimbursementTrendRows: buildReimbursementTrendRows(ownedRequests),
|
||
notifications,
|
||
expenseStatsDetail,
|
||
unreadNotificationCount: notifications.filter((item) => item.unread).length
|
||
}
|
||
}
|