BIZ8-8 增强财务台账项目扫读

client/src/api/apOperations.ts

@@ -74,6 +74,7 @@ export type FinanceLedgerItem = {
   owner: { id: string; employeeNo: string; name: string } | null;
   submitter: { id: string; employeeNo: string; name: string } | null;
   department: { id: string; name: string } | null;
+  project: { id: string; projectNo: string | null; name: string } | null;
   payment: {
     status: FinanceLedgerPaymentStatus;
     paymentVoucherNo: string | null;

client/src/pages/ApOperationsPage.tsx

@@ -760,7 +760,7 @@ export function ApOperationsPage() {
               <div className="space-y-2">
                 <div className="text-sm font-medium text-zinc-700">搜索</div>
                 <Input
-                  placeholder="单号、姓名、部门"
+                  placeholder="单号、姓名、部门、项目"
                   value={ledgerSearch}
                   onChange={(event) => {
                     setLedgerSearch(event.target.value);
@@ -793,6 +793,7 @@ export function ApOperationsPage() {
                   <tr>
                     <TableHead>报销单</TableHead>
                     <TableHead>申请人 / 部门</TableHead>
+                    <TableHead>项目</TableHead>
                     <TableHead>金额</TableHead>
                     <TableHead>审批状态</TableHead>
                     <TableHead>付款状态</TableHead>
@@ -813,6 +814,10 @@ export function ApOperationsPage() {
                           <div className="font-medium text-zinc-900">{item.owner?.name ?? item.submitter?.name ?? "-"}</div>
                           <div className="text-xs text-zinc-500">{item.department?.name ?? "-"}</div>
                         </TableCell>
+                        <TableCell>
+                          <div className="font-medium text-zinc-900">{item.project?.name ?? "-"}</div>
+                          <div className="text-xs text-zinc-500">{item.project?.projectNo ?? "未关联项目"}</div>
+                        </TableCell>
                         <TableCell>{item.totalAmount}</TableCell>
                         <TableCell>
                           <span className={`inline-flex rounded-full border px-2 py-0.5 text-xs font-medium ${statusBadgeClass(item.status)}`}>
@@ -851,7 +856,7 @@ export function ApOperationsPage() {
                     ))
                   ) : (
                     <TableRow>
-                      <TableCell colSpan={8} className="py-8 text-center text-sm text-zinc-500">
+                      <TableCell colSpan={9} className="py-8 text-center text-sm text-zinc-500">
                         当前筛选下暂无财务台账记录。
                       </TableCell>
                     </TableRow>

client/tests/e2e/biz8-ap-ledger-project.spec.ts

@@ -0,0 +1,225 @@
+import { expect, test, type Page, type Route } from "@playwright/test";
+
+function envelope(data: unknown) {
+  return { requestId: "mock-biz8-ap-ledger-project", data };
+}
+
+async function fulfillJson(route: Route, data: unknown, status = 200) {
+  await route.fulfill({
+    status,
+    contentType: "application/json",
+    body: JSON.stringify(envelope(data)),
+  });
+}
+
+const financeMe = {
+  id: "employee-biz8-finance",
+  employeeNo: "F-BIZ8",
+  name: "测试财务",
+  phone: "13800000000",
+  email: "[email protected]",
+  departmentId: "dept-finance",
+  directManagerId: null,
+  status: "active",
+  notificationPushEnabled: true,
+  roleCodes: ["finance"],
+  profileCompleteness: {
+    hasEmergencyContact: true,
+    hasBankAccount: true,
+    hasAvatar: false,
+    hasIdNumber: false,
+    score: 60,
+  },
+  wecomBinding: null,
+};
+
+function navigationItem(key: string, href: string, label: string, icon: string) {
+  return { key, href, label, icon, placement: "main", permissionCodes: [], featureFlagKey: null };
+}
+
+function financeLedgerItem() {
+  return {
+    id: "reimbursement-biz8-project",
+    formNumber: "BX20260513001",
+    reimbursementDate: "2026-05-13",
+    status: "approved",
+    totalAmount: "1688.00",
+    description: "项目差旅报销",
+    owner: { id: "employee-biz8-owner", employeeNo: "E-BIZ8", name: "测试员工" },
+    submitter: { id: "employee-biz8-owner", employeeNo: "E-BIZ8", name: "测试员工" },
+    department: { id: "dept-rd", name: "研发部" },
+    project: { id: "project-biz8", projectNo: "PJ-2026-001", name: "交付项目" },
+    payment: {
+      status: "unpaid",
+      paymentVoucherNo: null,
+      paymentDate: null,
+      paymentChannel: null,
+      paidAt: null,
+      paidBy: null,
+    },
+    invoice: {
+      status: "bound",
+      counts: {
+        total: 2,
+        pendingOcr: 0,
+        ocrFailed: 0,
+        available: 0,
+        bound: 2,
+        archived: 0,
+        usedComplete: 0,
+      },
+    },
+    attachmentCount: 1,
+    createdAt: "2026-05-13T08:00:00.000Z",
+    updatedAt: "2026-05-13T09:00:00.000Z",
+  };
+}
+
+async function mockApis(page: Page, ledgerQueries: string[]) {
+  await page.route((url) => url.pathname.startsWith("/api/"), async (route) => {
+    const request = route.request();
+    const url = new URL(request.url());
+    const path = url.pathname;
+
+    if (path === "/api/auth/sso/providers") {
+      await fulfillJson(route, []);
+      return;
+    }
+
+    if (path === "/api/auth/wecom/config") {
+      await fulfillJson(route, {
+        enabled: false,
+        entryEnabled: false,
+        oauthEnabled: false,
+        corpId: "",
+        agentId: "",
+        loginUrl: null,
+        bindEnabled: false,
+        defaultReturnTo: "/portal",
+        status: "disabled",
+        statusReasons: [],
+      });
+      return;
+    }
+
+    if (path === "/api/auth/login" || path === "/api/auth/refresh") {
+      await route.fulfill({
+        status: 200,
+        contentType: "application/json",
+        headers: { "set-cookie": "has_session=1; Path=/; SameSite=Lax" },
+        body: JSON.stringify(envelope({ accessToken: "mock-biz8-token", expiresIn: 900, mustChangePassword: false })),
+      });
+      return;
+    }
+
+    if (path === "/api/me") {
+      await fulfillJson(route, financeMe);
+      return;
+    }
+
+    if (path === "/api/system/navigation") {
+      await fulfillJson(route, {
+        workspace: {
+          id: "workspace-biz8",
+          persisted: true,
+          profile: "small_team_internal",
+          orgMode: "single_company",
+          primaryEntryMode: "password",
+          notificationStrategy: "in_app",
+          devicePriority: "desktop",
+          moduleVisibility: {},
+          createdAt: null,
+          updatedAt: null,
+          updatedBy: null,
+        },
+        sections: {
+          main: [navigationItem("portal", "/portal", "工作台", "home_app_logo")],
+          admin: [],
+          backup: [navigationItem("ap", "/ap-operations", "AP 运营", "account_balance_wallet")],
+        },
+      });
+      return;
+    }
+
+    if (path === "/api/portal") {
+      await fulfillJson(route, {
+        me: financeMe,
+        workspace: null,
+        navigation: [],
+        cards: [],
+        pendingTasks: { count: 0, href: "/workflow/tasks" },
+        notifications: [],
+        quickLinks: [],
+        projectSummary: null,
+        riskSummary: null,
+        recentActivities: [],
+      });
+      return;
+    }
+
+    if (path === "/api/ap-operations") {
+      await fulfillJson(route, {
+        summary: {
+          pendingPaymentCount: 0,
+          partialMatchCount: 0,
+          exceptionCount: 0,
+          budgetOverspendCount: 0,
+        },
+        pendingPaymentBatches: [],
+        failedPaymentBatchItems: [],
+        exceptionRiskFlags: [],
+        budgetOverspendRisks: [],
+        partialMatchItems: [],
+      });
+      return;
+    }
+
+    if (path === "/api/ap-operations/reimbursement-ledger") {
+      ledgerQueries.push(url.searchParams.get("q") ?? "");
+      await fulfillJson(route, {
+        page: 1,
+        pageSize: 20,
+        total: 1,
+        items: [financeLedgerItem()],
+      });
+      return;
+    }
+
+    if (path === "/api/payment-batches") {
+      await fulfillJson(route, { items: [] });
+      return;
+    }
+
+    if (path === "/api/risk-flags") {
+      await fulfillJson(route, { items: [] });
+      return;
+    }
+
+    await fulfillJson(route, { message: `unhandled mock api: ${path}` }, 404);
+  });
+}
+
+async function loginAsFinance(page: Page) {
+  await page.goto("/login");
+  const accountLoginButton = page.getByRole("button", { name: "使用账号密码登录" });
+  if (await accountLoginButton.isVisible({ timeout: 1_000 }).catch(() => false)) {
+    await accountLoginButton.click();
+  }
+  await page.getByTestId("login-identifier").fill("[email protected]");
+  await page.getByTestId("login-password").fill("password");
+  await page.getByTestId("login-submit").click();
+  await page.waitForURL(/\/portal/, { timeout: 30_000 });
+}
+
+test("BIZ8 AP 财务台账展示项目并支持项目关键字搜索", async ({ page }) => {
+  const ledgerQueries: string[] = [];
+  await mockApis(page, ledgerQueries);
+  await loginAsFinance(page);
+
+  await page.goto("/ap-operations");
+  await expect(page.getByTestId("finance-ledger-table")).toContainText("交付项目");
+  await expect(page.getByTestId("finance-ledger-table")).toContainText("PJ-2026-001");
+
+  await page.getByPlaceholder("单号、姓名、部门、项目").fill("PJ-2026-001");
+  await expect.poll(() => ledgerQueries).toContain("PJ-2026-001");
+});

issues/2026-05-13_18-23-53-biz8-finance-ocr-project.csv

@@ -7,8 +7,8 @@ BIZ8-4,样票脱敏和授权规则,"定义真实 OCR 和批量回归所需样票
 BIZ8-5,批量样票回归设计,"设计 OCR 批量样票回归，区分 mock、真实 provider、pending OCR 和失败重试。","1) mock 与真实 provider 结论分离；2) pending OCR 不等于失败或通过；3) 阈值和样本数清楚；4) 失败有复核路径。","流程级验证：node scripts/qa/check-pending-ocr.mjs --thresholds=2,5,10；真实样票缺失时记录 SKIP。",node|manual,DONE,DONE,DONE,scripts/qa|docs/需求-报销发票OCR规约.md,"[""BIZ8-4""]",已在 docs/试运行与自动化验证手册.md 增加 BIZ8 批量样票 OCR 回归设计，区分 mock、pending 扫描、单张真实 OCR 和批量真实 OCR；node scripts/qa/check-pending-ocr.mjs 阈值 2/5/10 输出 [pending-ocr][SKIP] missing DATABASE_URL，按规则记录为非阻断 SKIP；当前无授权样票和凭据，未执行真实批量 OCR。
 BIZ8-6,OCR 异步终态体验,"优化或验证 OCR 异步处理中、成功、失败、pending 和重试的页面体验。","1) 异步状态可解释；2) 用户知道是否需要等待或重试；3) 失败不阻塞无关流程；4) 移动端不重叠。","流程级验证：上传发票 -> 观察 OCR pending/success/failure -> PC 和移动查看报销详情状态。",playwright|node|manual,DONE,DONE,DONE,server/src|client/src|docs/产品设计规则.md,"[""BIZ8-5""]",npx playwright test tests/e2e/r111-invoice-reimbursement-guard.spec.ts --workers=1 --reporter=list 通过 2 tests；覆盖 PC 发票上传后 pending 轮询并自动添加、企业微信移动端 pending 提示、识别失败发票显示可删除后重新上传、图片附件分离和移动布局指标；未改业务代码或页面代码。
 BIZ8-7,重复票据例外流程,"设计重复票据发现后的例外处理流程，避免误拦截合法场景或放过风险。","1) 重复提示清楚；2) 人工例外有权限和记录；3) 不绕过财务复核；4) 审计可追溯。","流程级验证：提交重复票据 -> 检查拦截或例外路径 -> 财务复核 -> 查看审计记录。",node|playwright|manual,DONE,DONE,DONE,server/src|client/src|docs/报销发票附件规则.md,"[""BIZ8-2""]",npm test -- tests/unit/invoiceGovernance.dedup.test.js tests/unit/routes/invoicePool.upload.test.js 通过 2 files 11 tests，覆盖重复可用票据复用、他人或已使用票据阻断和可理解提示；一次性 Fastify 注入验证 /api/invoice-pool/:id/override-duplicate 无 expense.finance.override_duplicate 权限返回 403，有权限时写 is_duplicate_override、原单号、原因和 INVOICE_DUPLICATE_OVERRIDDEN 审计；未改业务代码。
-BIZ8-8,财务台账扫读性,"提升财务台账的扫读性，优先解决状态、金额、申请人、项目和票据提示的扫描效率。","1) 财务能快速识别待处理项；2) 状态和金额不混乱；3) 权限不泄露；4) PC 和移动布局可用。","流程级验证：财务查看台账 -> 筛选或扫读待付款报销 -> 检查状态、金额、申请人和票据提示。",playwright|npm|manual,TODO,TODO,TODO,client/src|server/src|docs/产品设计规则.md,"[""BIZ8-1""]",待批准方案：当前 AP 财务台账已有状态 金额 申请人 付款 发票 附件；缺项目字段 项目搜索 项目导出；批准后仅增强报销台账读取链路 server/src/services/financeLedger.js client/src/api/apOperations.ts client/src/pages/ApOperationsPage.tsx；加入 project select/map 类型 表格字段 搜索条件和导出字段；不改付款状态机 不引入 ERP 不改移动入口；验证 server 相关单测 client typecheck/build 和 AP Playwright。
+BIZ8-8,财务台账扫读性,"提升财务台账的扫读性，优先解决状态、金额、申请人、项目和票据提示的扫描效率。","1) 财务能快速识别待处理项；2) 状态和金额不混乱；3) 权限不泄露；4) PC 和移动布局可用。","流程级验证：财务查看台账 -> 筛选或扫读待付款报销 -> 检查状态、金额、申请人和票据提示。",playwright|npm|manual,DONE,DONE,DONE,client/src|server/src|docs/产品设计规则.md,"[""BIZ8-1""]",完成：财务台账读取链路补 project select/map；关键字搜索支持项目编号和名称；AP 台账表格展示项目名称和项目编号；AP 导出财务台账段增加项目列；不改付款状态机 不改权限 不引入 ERP 不改移动入口；验证 prisma validate 通过；node --check financeLedger apOperations exports 通过；server unit 2 files 3 tests passed；client typecheck/build 通过；Playwright biz8-ap-ledger-project 1 passed。
-BIZ8-9,付款和导出增强,"增强或验证财务付款标记和导出路径，保证权限、状态和审计一致。","1) 只有财务可执行付款或导出；2) 状态转换合法；3) 导出不泄露无权限数据；4) 操作可追溯。","流程级验证：财务付款或导出 -> 普通员工和管理员直连复核 -> 检查状态和权限。",node|bash|manual,TODO,TODO,TODO,server/src|client/src|server/scripts,"[""BIZ8-8""]",待批准方案：BIZ8-9 先作为 BIZ8-8 的导出和权限回归承接；导出补项目字段并复核现有 AP export 权限；付款标记只验证现有付款批次和报销付款状态一致性 不新增 ERP 实时集成 不新增付款状态机；如需直接付款按钮必须另给状态机和回滚方案。
+BIZ8-9,付款和导出增强,"增强或验证财务付款标记和导出路径，保证权限、状态和审计一致。","1) 只有财务可执行付款或导出；2) 状态转换合法；3) 导出不泄露无权限数据；4) 操作可追溯。","流程级验证：财务付款或导出 -> 普通员工和管理员直连复核 -> 检查状态和权限。",node|bash|manual,TODO,TODO,TODO,server/src|client/src|server/scripts,"[""BIZ8-8""]",待批准方案：BIZ8-8 已完成 AP 财务台账项目列和导出项目列；BIZ8-9 剩余工作聚焦现有 AP export 权限 付款批次和报销付款状态一致性回归；不新增 ERP 实时集成 不新增付款状态机；如需直接付款按钮必须另给状态机和回滚方案。
 BIZ8-10,费用提示轻量规则,"设计轻量费用提示规则，作为填报辅助而非重预算控制。","1) 提示不阻断合法报销；2) 规则来源清楚；3) 不承诺预算控制；4) 用户可理解。","流程级验证：填写不同金额或类型报销 -> 检查费用提示 -> 提交和审批不被误阻断。",manual|playwright,DONE,DONE,DONE,docs/报销发票附件规则.md|client/src|server/src,"[""BIZ8-1""]",已在 docs/需求-报销发票OCR规约.md 增加 BIZ8 费用提示轻量规则，明确材料提示、金额提示、费用标准 warn、费用标准 block 和预算提示边界；npm test -- tests/unit/services/expenseStandards.check.test.js tests/unit/routes/reimbursements.expense-standards.test.js 通过 2 files 9 tests，覆盖 warn 不阻断、block 阻断和 manual_review 优先级；未改业务代码。
 BIZ8-11,项目关联增强,"增强报销、采购或合同与项目轻管理的关联，保持轻量不扩展成重型项目管理。","1) 项目选择和展示清楚；2) 无项目时可解释；3) 项目权限不泄露；4) 不扩展复杂 WBS。","流程级验证：创建或选择项目 -> 提交报销/采购 -> 财务或负责人查看关联 -> 检查权限。",node|playwright|manual,TODO,TODO,TODO,docs/需求-项目轻管理规约.md|server/src|client/src,"[""BIZ8-1""]",待批准方案：报销和合同已有项目关联；采购模型缺 project_id 且项目详情页无采购摘要；批准后需 Prisma migration 给 purchase_requests 增 nullable project_id 和索引 relation；后端采购创建/更新/详情/列表补项目字段并校验项目可读和未归档；前端采购表单/详情/列表补项目选择与展示；项目详情补采购摘要；必须 reviewer 和权限回归；继续冻结复杂 WBS 预算控制和 ERP。
 BIZ8-12,移动端业务入口评估,"评估报销、OCR、财务和项目轻量能力在移动端和企业微信入口的可用性。","1) 移动入口不重复；2) 企业微信入口回 OA；3) 财务敏感能力不误暴露；4) 新增入口进入移动矩阵。","流程级验证：员工和财务角色在移动端进入业务入口 -> 检查报销/OCR/项目状态和权限。",playwright|manual,TODO,TODO,TODO,client/src|docs/产品设计规则.md|docs/trialrun/真机公网测试清单.md,"[""BIZ8-8"",""BIZ8-11""]",真机验证不能被自动化替代。

server/src/services/financeLedger.js

@@ -67,6 +67,8 @@ function buildFinanceLedgerWhere(filters = {}) {
       OR: [
         { form_number: { contains: query, mode: "insensitive" } },
         { description: { contains: query, mode: "insensitive" } },
+        { project: { is: { project_no: { contains: query, mode: "insensitive" } } } },
+        { project: { is: { name: { contains: query, mode: "insensitive" } } } },
         { owner: { name: { contains: query, mode: "insensitive" } } },
         { owner: { employee_no: { contains: query, mode: "insensitive" } } },
         { submitter: { name: { contains: query, mode: "insensitive" } } },
@@ -95,6 +97,7 @@ const FINANCE_LEDGER_SELECT = {
   owner: { select: { id: true, employee_no: true, name: true } },
   submitter: { select: { id: true, employee_no: true, name: true } },
   department: { select: { id: true, name: true } },
+  project: { select: { id: true, project_no: true, name: true } },
   paid_by_employee: { select: { id: true, employee_no: true, name: true } },
   invoice_pool_items: {
     select: {
@@ -162,6 +165,13 @@ function mapFinanceLedgerItem(item) {
     owner: mapEmployee(item.owner),
     submitter: mapEmployee(item.submitter),
     department: item.department ? { id: item.department.id, name: item.department.name } : null,
+    project: item.project
+      ? {
+          id: item.project.id,
+          projectNo: item.project.project_no,
+          name: item.project.name,
+        }
+      : null,
     payment: {
       status: item.status === "paid" ? "paid" : "unpaid",
       paymentVoucherNo: item.payment_voucher_no ?? null,
@@ -243,6 +253,7 @@ const FINANCE_LEDGER_EXPORT_HEADERS = Object.freeze([
   "报销单号",
   "申请人",
   "部门",
+  "项目",
   "金额",
   "审批状态",
   "付款状态",
@@ -262,6 +273,7 @@ function mapFinanceLedgerExportRow(item) {
     item.formNumber ?? item.id,
     item.owner?.name ?? item.submitter?.name ?? "",
     item.department?.name ?? "",
+    item.project ? [item.project.projectNo, item.project.name].filter(Boolean).join(" ") : "",
     item.totalAmount,
     reimbursementStatusLabel(item.status),
     paymentStatusLabel(item.payment.status),

server/tests/unit/routes/exports.apOperations.test.js

@@ -106,6 +106,7 @@ function buildFinanceLedgerItem(overrides = {}) {
     owner: { id: ACTOR_ID, employee_no: "E001", name: "张三" },
     submitter: { id: ACTOR_ID, employee_no: "E001", name: "张三" },
     department: { id: "dept-1", name: "财务部" },
+    project: { id: "project-1", project_no: "PJ-001", name: "交付项目" },
     paid_by_employee: { id: ACTOR_ID, employee_no: "F001", name: "财务" },
     invoice_pool_items: [{ id: "invoice-1", status: "archived", archived_reason: "used_complete" }],
     _count: { attachments: 1, invoice_pool_items: 1 },
@@ -217,6 +218,7 @@ describe("ap operations export route", () => {
     expect(response.body).toContain("待付款批次");
     expect(response.body).toContain("财务台账");
     expect(response.body).toContain("BX-20260406-001");
+    expect(response.body).toContain("交付项目");
     expect(response.body).toContain("异常付款项");
     expect(response.body).toContain("风险标记");
     expect(response.body).toContain("对账异常");

server/tests/unit/services/financeLedger.test.js

@@ -0,0 +1,22 @@
+const {
+  FINANCE_LEDGER_EXPORT_HEADERS,
+  buildFinanceLedgerWhere,
+} = require("../../../src/services/financeLedger");
+
+describe("finance ledger service", () => {
+  it("includes project fields in keyword search and export headers", () => {
+    const where = buildFinanceLedgerWhere({ q: "交付项目" });
+
+    expect(where).toEqual({
+      AND: [
+        {
+          OR: expect.arrayContaining([
+            { project: { is: { project_no: { contains: "交付项目", mode: "insensitive" } } } },
+            { project: { is: { name: { contains: "交付项目", mode: "insensitive" } } } },
+          ]),
+        },
+      ],
+    });
+    expect(FINANCE_LEDGER_EXPORT_HEADERS).toContain("项目");
+  });
+});