Initial commit: Auto-Finance 财务报销自动化系统

.gitignore

@@ -0,0 +1,29 @@
+# Python
+__pycache__/
+*.py[cod]
+*.pyo
+*.egg-info/
+dist/
+build/
+.eggs/
+
+# Playwright MCP snapshots
+.playwright-mcp/
+
+# Uploads (user data)
+web/uploads/
+
+# Logs
+pipeline.log
+*.log
+
+# Debug images
+images/
+
+# IDE
+.vscode/
+.idea/
+
+# OS
+.DS_Store
+Thumbs.db

README.md

@@ -0,0 +1,146 @@
+# 财务报销自动化
+
+自动从 PDF 发票提取信息，OCR 识别支付记录截图，然后在财务系统中自动填报报销单。
+
+## 项目结构
+
+```
+├── run.py                 # CLI 入口
+├── config.json            # 配置文件（登录凭据、系统 URL 等）
+├── app/
+│   ├── config.py          # 配置加载
+│   ├── extractor.py       # PDF 发票信息提取
+│   ├── ocr.py             # OCR 刷卡信息识别
+│   ├── bot.py             # 浏览器自动填报
+│   └── pipeline.py        # 流程编排（数据在内存中流转）
+├── web/
+│   ├── app.py             # Web 服务入口
+│   ├── templates/
+│   │   └── index.html     # Web 前端页面
+│   └── uploads/           # 用户上传文件目录
+├── *.pdf                  # 发票 PDF（按需放置）
+├── *.png / *.jpg          # 与 PDF 同名的支付截图
+├── invoice_summary.csv    # 中间产物 — 发票汇总表
+└── images/                # 调试截图
+```
+
+## 数据流
+
+```
+PDF 文件 ──► extractor 提取 ──► 发票列表
+                                   │
+支付截图 ──► OCR 识别 ────────────► 回填刷卡信息
+                                   │
+                          invoice_summary.csv
+                                   │
+                          bot 打开浏览器 ──► 自动填报
+```
+
+## 环境要求
+
+- Python 3.10+
+- 依赖见下方安装步骤
+
+## 快速开始
+
+### 1. 安装依赖
+
+> 以下依赖需在 MinerU 虚拟环境中安装：
+> ```bash
+> conda activate MinerU
+> ```
+
+```bash
+pip install pdfplumber==0.11.9 paddleocr==2.8.1 playwright==1.60.0 flask==3.0.3
+playwright install chromium
+```
+
+### 2. 准备数据
+
+将发票 PDF 和对应的支付截图放在项目根目录下。脚本会自动匹配 PDF 与截图：
+
+1. **优先文件名匹配** — PDF 与截图同名（如 `发票.pdf` ↔ `发票.png`）
+2. **金额近邻匹配** — 文件名不同时，自动提取 PDF 的价税合计和截图的刷卡金额进行配对
+
+截图支持格式：`.png`、`.jpg`、`.jpeg`、`.bmp`、`.webp`。
+```
+
+### 3. 配置
+
+编辑 `config.json`，填写登录凭据和默认值：
+
+```json
+{
+    "username": "你的工号",
+    "password": "你的密码",
+    "default_name": "默认报销人姓名",
+    "default_card_no": "默认公务卡号",
+    "default_person_id": "默认人员编号"
+}
+```
+
+未填写的字段将使用默认值，URL 类配置一般无需修改。
+
+### 4. 运行
+
+```bash
+# 全流程（发票提取 → OCR 识别 → 浏览器填报）
+python run.py
+
+# 仅执行某一步
+python run.py --step invoice    # 仅发票提取
+python run.py --step ocr        # 仅 OCR 识别
+python run.py --step submit     # 仅浏览器填报
+
+# 覆盖配置中的登录凭据
+python run.py -u 工号 -p 密码
+```
+
+## 执行步骤说明
+
+| 步骤 | 命令 | 说明 |
+|------|------|------|
+| 发票提取 | `--step invoice` | 扫描根目录 PDF，提取发票号码、金额、销售方等信息，生成 `invoice_summary.csv` 和 `.md` |
+| OCR 识别 | `--step ocr` | 对支付截图执行 OCR，识别刷卡日期、刷卡金额、持卡人姓名，回填到 CSV |
+| 浏览器填报 | `--step submit` | 打开浏览器，登录信息门户 → 进入报销系统 → 自动填单、录入明细、上传附件 |
+
+> 分步执行时，上一步的 CSV 产物会自动成为下一步的输入。
+
+## Web 服务
+
+提供浏览器界面，上传文件即可自动处理：
+
+```bash
+python web/app.py
+```
+
+访问 `http://localhost:5000`，上传文件并填写配置后点击「开始处理」。
+
+### 两种处理模式
+
+| 模式 | 入口 | 说明 |
+|------|------|------|
+| **PDF 模式** | 上传 PDF + 截图 | 自动提取发票信息 → OCR 识别刷卡记录 → 生成 CSV → 可选浏览器填报 |
+| **CSV 快捷模式** | 上传已有 CSV 文件 | 跳过提取和 OCR，直接使用 CSV 数据进行浏览器填报 |
+
+### 功能说明
+
+| 功能 | 说明 |
+|------|------|
+| 发票提取 + OCR | 上传 PDF 后自动完成，无需手动操作 |
+| CSV 快捷上传 | 已有发票数据 CSV 可直接上传，跳过前面的步骤 |
+| 浏览器填报 | 勾选「同时提交到财务系统」后自动运行 |
+| 实时日志 | 处理进度通过 SSE 实时推送 |
+| 下载 CSV | 处理后下载发票汇总表 |
+| 配置上传 | 可上传 `config.json` 自动填充表单 |
+
+> Web 模式下浏览器以无头模式运行，不会弹出窗口。
+> 若未上传 PDF 附件，浏览器填报阶段将自动跳过附件上传步骤。
+
+## 注意事项
+
+- 第三步会打开浏览器窗口，请勿关闭或切换标签页
+- 首次运行可能需要手动处理 SSO 登录（如已保存会话则跳过）
+- 调试截图保存在 `images/` 目录，出错时可查看
+- `invoice_summary.csv` 中空白的字段会在 OCR 步骤自动回填，不会覆盖已有数据
+- 提交按钮默认未启用，确认数据无误后可在 `app/bot.py` 中取消注释 `bot.submit()`

app/__init__.py

@@ -0,0 +1,35 @@
+"""财务报销自动化工具包"""
+
+import io
+import logging
+import sys
+from pathlib import Path
+
+_LOG_FMT = "%(asctime)s [%(levelname)-5s] %(name)s: %(message)s"
+_LOG_DATE_FMT = "%Y-%m-%d %H:%M:%S"
+_LOG_FILE = Path(__file__).resolve().parent.parent / "pipeline.log"
+
+
+def get_logger(name: str) -> logging.Logger:
+    """获取带时间戳的日志记录器
+
+    输出格式: 2026-05-24 12:34:56 [INFO ] extractor: 扫描目录: ...
+    日志同时输出到终端和项目根目录的 pipeline.log
+    """
+    logger = logging.getLogger(name)
+    if not logger.handlers:
+        logger.setLevel(logging.INFO)
+        formatter = logging.Formatter(_LOG_FMT, _LOG_DATE_FMT)
+
+        # 终端输出
+        utf8_stream = io.TextIOWrapper(sys.stdout.buffer, encoding="utf-8", errors="replace")
+        stream_handler = logging.StreamHandler(utf8_stream)
+        stream_handler.setFormatter(formatter)
+        logger.addHandler(stream_handler)
+
+        # 文件输出
+        file_handler = logging.FileHandler(str(_LOG_FILE), encoding="utf-8")
+        file_handler.setFormatter(formatter)
+        logger.addHandler(file_handler)
+
+    return logger

app/bot.py

@@ -0,0 +1,435 @@
+"""
+浏览器自动化填报
+
+使用 Playwright 操作财务报销系统，自动完成登录、填单、上传附件等操作。
+
+对外接口:
+    load_invoice_data(csv_path, config) -> list[dict]  从 CSV 加载并补全默认值
+    run_bot(config, invoices)                           启动浏览器并执行填报流程
+"""
+
+import csv
+from pathlib import Path
+
+from . import get_logger
+
+log = get_logger("bot")
+
+
+# ------------------------------------------------------------------
+# 日期格式化
+# ------------------------------------------------------------------
+
+def _format_date(date_str: str) -> str:
+    """将 '2026/5/13' 或 '2026-5-13' 转为 '2026-05-13'"""
+    if not date_str:
+        return ""
+    parts = date_str.replace("-", "/").split("/")
+    if len(parts) == 3:
+        return f"{parts[0].zfill(4)}-{parts[1].zfill(2)}-{parts[2].zfill(2)}"
+    return date_str
+
+
+# ------------------------------------------------------------------
+# CSV 数据加载
+# ------------------------------------------------------------------
+
+def load_invoice_data(csv_path: str, config: dict) -> list[dict]:
+    """从 CSV 加载发票数据，自动补全空白字段的默认值"""
+    invoices = []
+    with open(csv_path, encoding="utf-8") as f:
+        reader = csv.DictReader(f)
+        for row in reader:
+            invoices.append({
+                "seq": row.get("序号", ""),
+                "invoice_no": row.get("发票号码", ""),
+                "invoice_date": row.get("开票日期", ""),
+                "item_name": row.get("项目名称", ""),
+                "spec_model": row.get("规格型号", ""),
+                "total_amount": float(row.get("价税合计", 0)),
+                "seller_name": row.get("销售方名称", ""),
+                "person_name": row.get("人员姓名") or config.get("default_name", ""),
+                "card_date": _format_date(row.get("刷卡日期") or ""),
+                "card_no": row.get("公务卡号") or config.get("default_card_no", ""),
+                "card_amount": float(row.get("刷卡金额") or "0"),
+                "remark": row.get("备注") or "",
+                "person_id": row.get("工号") or config.get("default_person_id", ""),
+            })
+    return invoices
+
+
+# ------------------------------------------------------------------
+# 报销机器人
+# ------------------------------------------------------------------
+
+class ReimburseBot:
+    """财务报销自动化机器人"""
+
+    def __init__(self, config: dict, headless: bool = False):
+        self.config = config
+        self.headless = headless
+        self.work_dir: Path | None = None
+        self.browser = None
+        self.context = None
+        self.page = None
+
+        from playwright.sync_api import sync_playwright
+        self._pw_ctx = sync_playwright()
+        self.pw = self._pw_ctx.__enter__()
+
+    def launch(self):
+        """启动浏览器"""
+        self.browser = self.pw.chromium.launch(headless=self.headless)
+        self.context = self.browser.new_context(viewport={"width": 1920, "height": 1080})
+        self.page = self.context.new_page()
+        self.page.set_default_timeout(30000)
+
+    def login_portal(self):
+        """登录信息门户"""
+        log.info("登录信息门户...")
+
+        self.page.goto(self.config["sso_login_url"], wait_until="domcontentloaded")
+        self._wait_for('text="微信扫码登录"', timeout=5000)
+
+        try:
+            self.page.fill('input[placeholder*="工号"], input[placeholder*="学号"]', self.config["username"])
+            self.page.fill('input[placeholder*="密码"]', self.config["password"])
+        except Exception:
+            log.warning("未找到登录输入框，可能已登录")
+
+        try:
+            checkbox = self.page.query_selector('input[type="checkbox"]')
+            if checkbox and not checkbox.is_checked():
+                checkbox.click()
+        except Exception:
+            pass
+
+        for selector in ['button:has-text("登录")', 'input[value="登录"]', 'text="登录"']:
+            try:
+                self.page.click(selector, timeout=3000)
+                break
+            except Exception:
+                continue
+
+        self._wait_for_portal()
+
+    def _wait_for_portal(self):
+        """等待跳转到统一信息平台"""
+        for _ in range(30):
+            self.page.wait_for_timeout(1000)
+            url = self.page.url
+            if any(kw in url for kw in ("tyrz.fynu.edu.cn/zs-uip", "tyrz.fynu.edu.cn/oshall", "portal")):
+                self._screenshot("portal_loaded")
+                return
+        log.error("等待门户跳转超时")
+        self._screenshot("portal_timeout")
+        raise TimeoutError("登录超时，未跳转到信息门户")
+
+    def navigate_to_reimburse(self):
+        """从统一信息平台进入报销系统"""
+        log.info("进入报销系统...")
+        self._wait_for('text="快捷入口"', timeout=5000)
+
+        try:
+            self.page.click('text="财务系统"', timeout=5000)
+        except Exception:
+            log.warning("未找到财务系统入口")
+
+        new_tab = None
+        for _ in range(15):
+            self.page.wait_for_timeout(1000)
+            for p in self.context.pages:
+                if "dddl" in p.url or "210.45.32.214" in p.url:
+                    new_tab = p
+                    break
+            if new_tab:
+                break
+
+        if new_tab:
+            self.page = new_tab
+            self._wait_for('text="网络报销"', timeout=5000)
+        else:
+            log.warning(f"未找到单点登录页面，当前 URL: {self.page.url}")
+
+        for p in self.context.pages[:-1]:
+            try:
+                p.close()
+            except Exception:
+                pass
+
+        try:
+            link = self.page.query_selector('a:has(img[src*="wlbx"])')
+            if link:
+                reimburse_url = link.get_attribute("href")
+                self.page.goto(reimburse_url, wait_until="domcontentloaded", timeout=15000)
+        except Exception:
+            pass
+
+        self._wait_for('text="报销录入"', timeout=5000)
+        common_url = self.config["reimburse_url"] + self.config["reimburse_page"]
+        self.page.goto(common_url, wait_until="domcontentloaded", timeout=15000)
+        self._wait_for('text="单据状态:"', timeout=5000)
+
+    def open_reimburse_menu(self):
+        """点击「新增」创建新报销单"""
+        log.info("创建新报销单...")
+        self.page.wait_for_timeout(2000)
+
+        try:
+            self.page.click('button:has-text("新增")', timeout=5000)
+        except Exception:
+            try:
+                self.page.click("text=新增", timeout=3000)
+            except Exception:
+                self._screenshot("no_add_button")
+                raise RuntimeError("无法点击新增按钮")
+
+        self.page.wait_for_timeout(3000)
+        self._screenshot("after_add_click")
+
+    def fill_basic_info(self, description: str = "元器件采购报销"):
+        """填写基本信息"""
+        log.info("填写基本信息...")
+
+        try:
+            self.page.fill("#EXPENEXPLAIN", description)
+        except Exception:
+            pass
+
+        try:
+            self.page.click("#PROJECTCODE", timeout=10000)
+            self.page.wait_for_timeout(1000)
+        except Exception:
+            pass
+
+        self._screenshot("step3_project_modal")
+
+        try:
+            self.page.wait_for_selector("#promodal .fixed-table-body tbody tr", timeout=10000)
+            first_row = self.page.query_selector("#promodal .fixed-table-body tbody tr")
+            if first_row:
+                first_row.click()
+                self.page.wait_for_timeout(1000)
+        except Exception:
+            pass
+
+        self._screenshot("step3_project_selected")
+
+        try:
+            self.page.click("#saveAndNext", timeout=5000)
+            self.page.wait_for_timeout(2000)
+        except Exception:
+            pass
+
+        self._screenshot("step3_done")
+
+    def add_reimburse_items(self, invoices: list[dict]):
+        """录入报销明细（一条总明细）"""
+        card_amount = sum(inv["card_amount"] for inv in invoices)
+        log.info(f"录入报销明细 (合计 ¥{card_amount:.2f})...")
+
+        try:
+            self.page.click("#insertDetail", timeout=5000)
+            self.page.wait_for_timeout(1000)
+            self._wait_for('text="经济事项名称"', timeout=5000)
+            self.page.click("#economicscode2")
+            self.page.wait_for_timeout(1000)
+
+            try:
+                self.page.wait_for_selector("#econmodal .fixed-table-body tbody tr", timeout=10000)
+                rows = self.page.query_selector_all("#econmodal .fixed-table-body tbody tr")
+                if len(rows) >= 3:
+                    rows[2].click()
+                    self.page.wait_for_timeout(1000)
+            except Exception:
+                pass
+
+            self.page.fill('input[name="expenPwCommondetail.HOWBILLS"]', f"{len(invoices)}")
+            self.page.fill("#je_zwzcdz", f"{card_amount:.2f}")
+            self.page.click("#detailAdd", timeout=3000)
+            self.page.wait_for_timeout(1000)
+
+            self._screenshot("item_total")
+        except Exception as e:
+            log.error(f"录入总明细失败: {e}")
+            self._screenshot("item_total_error")
+            raise
+
+    def fill_payment(self, invoices: list[dict]):
+        """录入支付信息"""
+        log.info("录入支付信息...")
+        try:
+            self.page.click('text="下一步(支付方式)"', timeout=5000)
+            self._wait_for('text="下一步(附件清单)"', timeout=5000)
+
+            for inv in invoices:
+                self.page.click("#insertPay", timeout=5000)
+                self.page.wait_for_timeout(1000)
+                self.page.fill("#personid2", inv["person_id"])
+                self.page.fill("#accountname2", inv["person_name"])
+                self.page.fill("#receiptdate2", inv["card_date"])
+                self.page.fill("#localaccount2", inv["card_no"])
+                self.page.fill("#receiptmoney2", str(inv["card_amount"]))
+                self.page.fill("#money2", str(inv["card_amount"]))
+                self.page.fill("#merchant2", inv["seller_name"])
+                self.page.fill("#smark2", inv["remark"])
+                self.page.click("#payAdd", timeout=3000)
+                self.page.wait_for_timeout(1000)
+        except Exception as e:
+            log.error(f"支付方式录入失败: {e}")
+            self._screenshot("step5_error")
+            raise
+
+        self._screenshot("step5_done")
+
+    def upload_attachments(self, invoices: list[dict]):
+        """上传发票附件"""
+        log.info("上传附件...")
+
+        try:
+            self.page.click("#next3", timeout=5000)
+            self._wait_for("#submit2", timeout=5000)
+
+            attachment_files = sorted((self.work_dir or Path(__file__).parent.parent).glob("*.pdf"))
+            if not attachment_files:
+                log.warning("未找到附件 PDF，跳过附件上传")
+                return
+
+            for i, inv in enumerate(invoices):
+                file_path = attachment_files[i] if i < len(attachment_files) else None
+
+                self.page.click("#insertAcc", timeout=5000)
+                self.page.wait_for_timeout(1000)
+
+                try:
+                    self._wait_for("#fjlx", timeout=5000)
+                except Exception:
+                    pass
+
+                try:
+                    self.page.select_option("#fjlx", "1")
+                except Exception:
+                    pass
+
+                try:
+                    explanation = f"{inv['item_name']} - {inv['invoice_no']}"
+                    self.page.fill("#fpsmxx", explanation)
+                except Exception:
+                    pass
+
+                if file_path and file_path.exists():
+                    try:
+                        self.page.set_input_files("#file", str(file_path))
+                        self.page.wait_for_timeout(1000)
+                    except Exception as e:
+                        log.error(f"文件上传失败: {e}")
+
+                try:
+                    self.page.click("#cjtj", timeout=5000)
+                    self.page.wait_for_timeout(1500)
+                except Exception:
+                    try:
+                        self.page.press("body", "Escape")
+                    except Exception:
+                        pass
+
+        except Exception as e:
+            log.error(f"附件上传失败: {e}")
+            self._screenshot("step6_error")
+            raise
+
+        self._screenshot("step6_done")
+
+    def submit(self):
+        """提交报销单"""
+        log.info("提交报销单...")
+        try:
+            self.page.click("#submit", timeout=5000)
+            self.page.wait_for_timeout(1000)
+            self._screenshot("submitted")
+        except Exception as e:
+            log.error(f"提交失败: {e}")
+            self._screenshot("submit_error")
+            raise
+
+    def close(self):
+        """关闭浏览器"""
+        if self.context:
+            self.context.close()
+        if self.browser:
+            self.browser.close()
+        try:
+            self._pw_ctx.__exit__(None, None, None)
+        except Exception:
+            pass
+
+    # --------------------------------------------------------
+    # 辅助方法
+    # --------------------------------------------------------
+
+    def _wait_for(self, selector: str, timeout: int = None):
+        self.page.wait_for_selector(selector, timeout=timeout)
+
+    def _screenshot(self, name: str):
+        img_dir = Path(__file__).parent.parent / "images"
+        img_dir.mkdir(exist_ok=True)
+        self.page.screenshot(path=str(img_dir / f"debug_{name}.png"))
+
+
+# ------------------------------------------------------------------
+# 对外入口
+# ------------------------------------------------------------------
+
+def run_bot(config: dict, invoices: list[dict], headless: bool = False, work_dir: Path | None = None):
+    """执行完整的浏览器填报流程"""
+    if not config["username"] or not config["password"]:
+        raise ValueError("缺少用户名或密码")
+
+    bot = ReimburseBot(config, headless=headless)
+    bot.work_dir = work_dir
+    try:
+        bot.launch()
+        bot.login_portal()
+        bot.navigate_to_reimburse()
+        bot.open_reimburse_menu()
+        bot.fill_basic_info()
+        bot.add_reimburse_items(invoices)
+        bot.fill_payment(invoices)
+        bot.upload_attachments(invoices)
+        # bot.submit()   # 确认无误后再取消注释
+    except Exception as e:
+        log.error(f"操作失败: {e}")
+        try:
+            bot._screenshot("error")
+        except Exception:
+            pass
+        raise
+    finally:
+        bot.close()
+
+
+def run_bot_web(config: dict, invoices: list[dict], work_dir: Path):
+    """Web 模式填报 — headless，附件从指定目录读取"""
+    if not config["username"] or not config["password"]:
+        raise ValueError("缺少用户名或密码")
+
+    bot = ReimburseBot(config, headless=True)
+    bot.work_dir = work_dir
+    try:
+        bot.launch()
+        bot.login_portal()
+        bot.navigate_to_reimburse()
+        bot.open_reimburse_menu()
+        bot.fill_basic_info()
+        bot.add_reimburse_items(invoices)
+        bot.fill_payment(invoices)
+        bot.upload_attachments(invoices)
+    except Exception as e:
+        log.error(f"操作失败: {e}")
+        try:
+            bot._screenshot("error")
+        except Exception:
+            pass
+        raise
+    finally:
+        bot.close()

app/config.py

@@ -0,0 +1,33 @@
+"""
+配置加载
+
+从项目根目录的 config.json 读取配置，返回结构化的配置字典。
+"""
+
+import json
+from pathlib import Path
+
+_CONFIG_PATH = Path(__file__).parent.parent / "config.json"
+
+
+def load_config() -> dict:
+    """加载并合并配置，缺失字段使用默认值"""
+    raw = {}
+    if _CONFIG_PATH.exists():
+        with open(_CONFIG_PATH, encoding="utf-8") as f:
+            raw = json.load(f)
+
+    project_root = _CONFIG_PATH.parent
+
+    return {
+        "sso_login_url": raw.get("sso_login_url", "https://tyrz.fynu.edu.cn/sso/login"),
+        "portal_url": raw.get("portal_url", "https://tyrz.fynu.edu.cn/oshall"),
+        "reimburse_url": raw.get("reimburse_url", "http://210.45.32.214:8081"),
+        "reimburse_page": raw.get("reimburse_page", "/expen/common/common?v=4.0"),
+        "username": raw.get("username", ""),
+        "password": raw.get("password", ""),
+        "default_name": raw.get("default_name", ""),
+        "default_card_no": raw.get("default_card_no", ""),
+        "default_person_id": raw.get("default_person_id", ""),
+        "attachment_dir": project_root / "attachments",
+    }

app/extractor.py

@@ -0,0 +1,256 @@
+"""
+PDF 发票信息提取
+
+从 PDF 发票文件中提取关键字段，输出为标准化的发票数据列表。
+
+对外接口:
+    extract_invoices(directory) -> list[dict]   扫描目录下所有 PDF 并提取
+    save_csv(invoices, path)                    保存为 CSV
+    save_markdown(invoices, path)               保存为 Markdown 汇总
+"""
+
+import csv
+import re
+from pathlib import Path
+
+from . import get_logger
+
+log = get_logger("extractor")
+
+CSV_COLUMNS = [
+    "序号", "发票号码", "开票日期", "项目名称", "规格型号",
+    "价税合计", "销售方名称", "人员姓名", "刷卡日期",
+    "公务卡号", "刷卡金额", "备注", "工号",
+]
+
+
+# ------------------------------------------------------------------
+# PDF 文件发现与文本提取
+# ------------------------------------------------------------------
+
+def find_pdf_files(directory: str = ".") -> list[Path]:
+    """查找目录下所有 PDF 文件（非递归）"""
+    pdf_dir = Path(directory)
+    if not pdf_dir.exists():
+        return []
+    return sorted(pdf_dir.glob("*.pdf"))
+
+
+def extract_text_from_pdf(filepath: Path) -> str:
+    """从单个 PDF 中提取全部文本"""
+    try:
+        import pdfplumber
+    except ImportError:
+        raise ImportError("缺少 pdfplumber，请执行: pip install pdfplumber")
+
+    try:
+        parts = []
+        with pdfplumber.open(filepath) as pdf:
+            for page in pdf.pages:
+                text = page.extract_text()
+                if text:
+                    parts.append(text)
+        return "\n".join(parts)
+    except Exception as e:
+        log.error(f"无法读取 {filepath.name}: {e}")
+        return ""
+
+
+# ------------------------------------------------------------------
+# 字段解析
+# ------------------------------------------------------------------
+
+def _first(regexes: list[str], text: str) -> str | None:
+    """尝试多个正则，返回第一个匹配组的文本"""
+    for pattern in regexes:
+        m = re.search(pattern, text)
+        if m:
+            return m.group(1).strip()
+    return None
+
+
+def _parse_line_item(line: str) -> dict | None:
+    """解析单行明细（*分类*具体名称 格式）"""
+    m = re.match(r"\*([^*]+)\*\s*(.+)", line)
+    if m:
+        return {
+            "项目名称": f"*{m.group(1).strip()}*{m.group(2).strip()}",
+            "规格型号": m.group(2).strip(),
+        }
+    return None
+
+
+def _extract_line_items(text: str) -> list[dict]:
+    """从发票文本中提取所有明细行"""
+    items = []
+    skip_keywords = ["项目名称", "合 计", "价税合计", "备注", "开票人"]
+
+    for line in text.split("\n"):
+        line = line.strip()
+        if not line:
+            continue
+        if any(kw in line for kw in skip_keywords):
+            continue
+        if "*" in line:
+            item = _parse_line_item(line)
+            if item:
+                items.append(item)
+
+    return items
+
+
+def _format_date(date_raw: str) -> str:
+    """将「2026年5月18日」转为「2026/5/18」"""
+    m = re.match(r"(\d{4})年(\d{1,2})月(\d{1,2})日", date_raw)
+    if m:
+        return f"{m.group(1)}/{m.group(2)}/{m.group(3)}"
+    return date_raw
+
+
+def parse_invoice(text: str) -> dict:
+    """从发票文本中提取关键字段，返回 dict
+
+    返回字段:
+        发票号码, 开票日期, 销售方名称, 价税合计, _items (明细列表)
+        其他字段（人员姓名等）留空，后续由 OCR 步骤填充
+    """
+    invoice: dict[str, str] = {}
+
+    invoice["发票号码"] = _first([r"发票号码[：:]?\s*(\d+)"], text) or ""
+
+    date_raw = _first([r"开票日期[：:]?\s*(\d{4}年\d{1,2}月\d{1,2}日)"], text) or ""
+    invoice["开票日期"] = _format_date(date_raw) if date_raw else ""
+
+    invoice["销售方名称"] = _first(
+        [
+            r"销\s*售?\s*方?\s*名称[：:]?\s*(.+?)(?:\n|$)",
+            r"销\s*名称[：:]?\s*(.+?)(?:\n|$)",
+        ],
+        text,
+    ) or ""
+
+    invoice["价税合计"] = _first(
+        [r"价税合计.*?（小写）[¥￥]?\s*(\d+\.?\d*)"], text
+    ) or ""
+
+    invoice["_items"] = _extract_line_items(text)
+
+    # 以下字段无法从 PDF 提取，留空由 OCR 步骤填充
+    for key in ("项目名称", "规格型号", "人员姓名", "刷卡日期",
+                "公务卡号", "刷卡金额", "备注", "工号"):
+        if key not in invoice:
+            invoice[key] = ""
+
+    return invoice
+
+
+# ------------------------------------------------------------------
+# CSV / Markdown 输出
+# ------------------------------------------------------------------
+
+def save_csv(invoices: list[dict], output_path: str | Path = "invoice_summary.csv"):
+    """将发票列表保存为 CSV"""
+    csv_path = Path(output_path)
+
+    with open(csv_path, "w", encoding="utf-8", newline="") as f:
+        writer = csv.writer(f)
+        writer.writerow(CSV_COLUMNS)
+
+        for idx, inv in enumerate(invoices, 1):
+            items = inv.get("_items", [])
+            first_item = items[0] if items else {}
+            writer.writerow([
+                idx,
+                inv.get("发票号码", ""),
+                inv.get("开票日期", ""),
+                first_item.get("项目名称", inv.get("项目名称", "")),
+                first_item.get("规格型号", inv.get("规格型号", "")),
+                inv.get("价税合计", ""),
+                inv.get("销售方名称", ""),
+                inv.get("人员姓名", ""),
+                inv.get("刷卡日期", ""),
+                inv.get("公务卡号", ""),
+                inv.get("刷卡金额", ""),
+                inv.get("备注", ""),
+                inv.get("工号", ""),
+            ])
+
+    log.info(f"CSV 已保存: {csv_path.name}")
+
+
+def save_markdown(invoices: list[dict], output_path: str | Path = "invoice_summary.md"):
+    """将发票列表保存为 Markdown 汇总表"""
+    md_path = Path(output_path)
+    lines = [
+        "# 发票信息汇总表",
+        "",
+        "| 序号 | 发票号码 | 开票日期 | 项目名称 | 规格型号 | 价税合计 | 销售方名称 |",
+        "|------|---------|---------|---------|---------|---------|-----------|",
+    ]
+
+    total = 0.0
+    for idx, inv in enumerate(invoices, 1):
+        amount = 0.0
+        try:
+            amount = float(inv.get("价税合计", "0"))
+        except (ValueError, TypeError):
+            pass
+        total += amount
+
+        items = inv.get("_items", [])
+        first_item = items[0] if items else {}
+        project = first_item.get("项目名称", inv.get("项目名称", "-"))
+        spec = first_item.get("规格型号", inv.get("规格型号", "-"))
+
+        lines.append(
+            f"| {idx} "
+            f"| {inv.get('发票号码', '')} "
+            f"| {inv.get('开票日期', '')} "
+            f"| {project} | {spec} "
+            f"| ¥{amount:,.2f} "
+            f"| {inv.get('销售方名称', '')} |"
+        )
+
+    lines.append("")
+    lines.append(f"**总计: ¥{total:,.2f}**")
+    lines.append("")
+
+    with open(md_path, "w", encoding="utf-8") as f:
+        f.write("\n".join(lines))
+
+    log.info(f"Markdown 已保存: {md_path.name}")
+
+
+# ------------------------------------------------------------------
+# 主入口
+# ------------------------------------------------------------------
+
+def extract_invoices(directory: str = ".") -> list[dict]:
+    """扫描目录下所有 PDF，提取发票信息并返回列表"""
+    target_dir = Path(directory).absolute()
+
+    pdf_files = find_pdf_files(directory)
+    if not pdf_files:
+        log.warning("未找到 PDF 文件")
+        return []
+
+    log.info(f"发现 {len(pdf_files)} 个 PDF 文件")
+
+    all_invoices = []
+    for pdf_path in pdf_files:
+        text = extract_text_from_pdf(pdf_path)
+        if text:
+            invoice = parse_invoice(text)
+            if invoice:
+                all_invoices.append(invoice)
+            else:
+                log.warning(f"未能解析: {pdf_path.name}")
+        else:
+            log.warning(f"未能提取文本: {pdf_path.name}")
+
+    if all_invoices:
+        log.info(f"共处理 {len(all_invoices)} 张发票")
+    else:
+        log.warning("未成功解析任何发票")
+
+    return all_invoices

app/ocr.py

@@ -0,0 +1,454 @@
+"""
+OCR 刷卡信息提取
+
+从支付截图中识别刷卡记录（姓名、日期、金额），回填到发票数据中。
+
+匹配策略:
+    1. 先按文件名匹配（PDF 和图片同名）
+    2. 未匹配的通过金额近邻匹配
+
+对外接口:
+    enrich_with_ocr(rows, directory) -> list[dict]   用 OCR 识别结果丰富发票数据
+"""
+
+import csv
+import os
+import re
+from pathlib import Path
+
+from . import get_logger
+
+log = get_logger("ocr")
+
+
+# ------------------------------------------------------------------
+# 懒加载 OCR
+# ------------------------------------------------------------------
+
+_ocr_instance = None
+
+
+def _get_ocr():
+    """懒加载 PaddleOCR 实例（兼容 2.x / 3.x）"""
+    global _ocr_instance
+    if _ocr_instance is not None:
+        return _ocr_instance
+
+    os.environ.setdefault("FLAGS_use_mkldnn", "0")
+    os.environ.setdefault("FLAGS_mkldnn_cache_enabled", "0")
+
+    from paddleocr import PaddleOCR
+
+    try:
+        _ocr_instance = PaddleOCR(use_textline_orientation=True, lang="ch")
+    except TypeError:
+        try:
+            _ocr_instance = PaddleOCR(lang="ch")
+        except TypeError:
+            _ocr_instance = PaddleOCR()
+
+    return _ocr_instance
+
+
+# ------------------------------------------------------------------
+# OCR 识别
+# ------------------------------------------------------------------
+
+def ocr_image(image_path: Path) -> list[dict]:
+    """对单张图片执行 OCR，返回 [{"text": str, "confidence": float}, ...]"""
+    ocr = _get_ocr()
+    texts = []
+
+    try:
+        results = ocr.ocr(str(image_path), cls=True)
+        if results and isinstance(results, list):
+            for page_result in results:
+                if not page_result:
+                    continue
+                for line in page_result:
+                    if isinstance(line, (list, tuple)) and len(line) >= 2:
+                        _, text_info = line[0], line[1]
+                        if isinstance(text_info, (list, tuple)) and len(text_info) >= 2:
+                            texts.append({
+                                "text": str(text_info[0]),
+                                "confidence": float(text_info[1]),
+                            })
+    except Exception:
+        try:
+            if hasattr(ocr, "predict"):
+                results = ocr.predict(str(image_path))
+                if results:
+                    for result in results:
+                        if hasattr(result, "rec_result_list"):
+                            for line in result.rec_result_list:
+                                t = getattr(line, "text", "") or ""
+                                s = getattr(line, "score", 0.0) or 0.0
+                                texts.append({"text": str(t), "confidence": float(s)})
+                        elif isinstance(result, list):
+                            for line in result:
+                                if isinstance(line, (list, tuple)) and len(line) >= 2:
+                                    t = line[1][0] if isinstance(line[1], (list, tuple)) else str(line[1])
+                                    s = line[1][1] if isinstance(line[1], (list, tuple)) and len(line[1]) > 1 else 0.0
+                                    texts.append({"text": str(t), "confidence": float(s)})
+        except Exception as e:
+            log.error(f"OCR 识别失败: {e}")
+
+    return texts
+
+
+def extract_card_info(texts: list[dict]) -> dict:
+    """从 OCR 文本中提取刷卡信息（日期 / 金额 / 姓名）"""
+    info = {"刷卡日期": "", "刷卡金额": "", "人员姓名": ""}
+
+    valid = [t for t in texts if t["confidence"] > 0.5]
+    full_text = " ".join(t["text"] for t in valid)
+    if not full_text:
+        return info
+
+    # 日期（优先级匹配，避免误抓发票开票日期）
+    date_candidates = []
+    for pattern, priority in [
+        (r"记账时间[：:\s]*(\d{4}[-/]\d{1,2}[-/]\d{1,2})", 10),
+        (r"交易时间[：:\s]*(\d{4}[-/]\d{1,2}[-/]\d{1,2})", 9),
+        (r"刷卡日期[：:\s]*(\d{4}[-/]\d{1,2}[-/]\d{1,2})", 9),
+        (r"日期[：:\s]*(\d{4}[-/]\d{1,2}[-/]\d{1,2})", 5),
+    ]:
+        for m in re.finditer(pattern, full_text):
+            date_candidates.append((priority, m.start(), m.group(1).replace("-", "/")))
+    if date_candidates:
+        date_candidates.sort(key=lambda x: (-x[0], x[1]))
+        info["刷卡日期"] = date_candidates[0][2]
+
+    # 金额
+    amount_candidates = []
+    for pattern, priority in [
+        (r"交易金额[：:\s]*([+-]?[\d,]+\.?\d*)", 10),
+        (r"刷卡金额[：:\s]*([+-]?[\d,]+\.?\d*)", 10),
+        (r"金额[：:\s]*([+-]?[\d,]+\.?\d*)", 5),
+    ]:
+        for m in re.finditer(pattern, full_text):
+            amt_str = m.group(1).replace(",", "").replace("+", "")
+            try:
+                val = float(amt_str)
+                if 0 < val < 999999:
+                    amount_candidates.append((priority, m.start(), amt_str))
+            except ValueError:
+                continue
+    if amount_candidates:
+        amount_candidates.sort(key=lambda x: (-x[0], x[1]))
+        info["刷卡金额"] = amount_candidates[0][2]
+
+    # 姓名（排除公司/机构后缀）
+    EXCLUDE_SUFFIXES = ("公司", "银行", "中心", "支行", "商户", "网点", "有限", "责任")
+    name_candidates = []
+    for pattern, priority in [
+        (r"交易户名[：:\s]*([\u4e00-\u9fff]{2,6})", 10),
+        (r"户名[：:\s]*([\u4e00-\u9fff]{2,6})", 8),
+        (r"持卡人[：:\s]*([\u4e00-\u9fff]{2,6})", 8),
+        (r"姓名[：:\s]*([\u4e00-\u9fff]{2,6})", 8),
+    ]:
+        for m in re.finditer(pattern, full_text):
+            name = m.group(1)
+            if not any(name.endswith(s) for s in EXCLUDE_SUFFIXES):
+                name_candidates.append((priority, m.start(), name))
+    if name_candidates:
+        name_candidates.sort(key=lambda x: (-x[0], x[1]))
+        info["人员姓名"] = name_candidates[0][2]
+
+    return info
+
+
+# ------------------------------------------------------------------
+# PDF 发票号提取
+# ------------------------------------------------------------------
+
+def extract_invoice_number(pdf_path: Path) -> str:
+    """从 PDF 中提取发票号码"""
+    try:
+        import pdfplumber
+    except ImportError:
+        log.warning("缺少 pdfplumber，跳过发票号提取")
+        return ""
+
+    try:
+        with pdfplumber.open(str(pdf_path)) as pdf_file:
+            page_text = ""
+            for page in pdf_file.pages:
+                page_text += page.extract_text() or ""
+
+        for pattern in [
+            r"发票号码[：:\s]*([A-Za-z0-9]{8,20})",
+            r"发票代码[：:\s]*([A-Za-z0-9]{10,12})",
+            r"号码[：:\s]*([A-Za-z0-9]{8,20})",
+        ]:
+            m = re.search(pattern, page_text)
+            if m:
+                return m.group(1)
+    except Exception as e:
+        log.warning(f"PDF 读取失败 ({pdf_path.name}): {e}")
+
+    return ""
+
+
+# ------------------------------------------------------------------
+# 图片配对
+# ------------------------------------------------------------------
+
+def _extract_amount_from_pdf(pdf_path: Path) -> float | None:
+    """从 PDF 中提取价税合计金额"""
+    try:
+        import pdfplumber
+        with pdfplumber.open(str(pdf_path)) as pdf:
+            text = ""
+            for page in pdf.pages:
+                t = page.extract_text()
+                if t:
+                    text += t + "\n"
+        m = re.search(r"价税合计.*?（小写）[¥￥]?\s*(\d+\.?\d*)", text)
+        if m:
+            return float(m.group(1))
+    except Exception:
+        pass
+    return None
+
+
+def _extract_amount_from_image(img_path: Path) -> float | None:
+    """从图片 OCR 中提取刷卡金额"""
+    texts = ocr_image(img_path)
+    if not texts:
+        return None
+    info = extract_card_info(texts)
+    amt_str = info.get("刷卡金额", "")
+    if amt_str:
+        try:
+            return float(amt_str)
+        except ValueError:
+            pass
+    return None
+
+
+def find_image_pairs(directory: str = ".") -> list[tuple[Path, Path]]:
+    """查找 PDF 和对应图片的配对
+
+    1. 先按文件名匹配（PDF 和图片同名）
+    2. 未匹配的通过金额近邻匹配
+    """
+    base = Path(directory)
+    pdfs = sorted(base.glob("*.pdf"))
+    image_exts = {".png", ".jpg", ".jpeg", ".bmp", ".webp"}
+
+    all_images = sorted(
+        f for ext in image_exts for f in base.glob(f"*{ext}")
+    )
+
+    # ---- Phase 1: 文件名匹配 ----
+    pairs: list[tuple[Path, Path]] = []
+    matched_pdfs: set[Path] = set()
+    matched_imgs: set[Path] = set()
+
+    for pdf in pdfs:
+        for ext in image_exts:
+            img = base / f"{pdf.stem}{ext}"
+            if img.exists():
+                pairs.append((pdf, img))
+                matched_pdfs.add(pdf)
+                matched_imgs.add(img)
+                break
+
+    unmatched_pdfs = [p for p in pdfs if p not in matched_pdfs]
+    unmatched_imgs = [i for i in all_images if i not in matched_imgs]
+
+    if not unmatched_pdfs or not unmatched_imgs:
+        return pairs
+
+    # ---- Phase 2: 金额近邻匹配 ----
+    if len(unmatched_pdfs) > 0 and len(unmatched_imgs) > 0:
+        log.info(f"文件名匹配 {len(pairs)} 组，剩余 {len(unmatched_pdfs)} 个 PDF、{len(unmatched_imgs)} 张图片，尝试金额匹配...")
+
+        pdf_amounts: dict[Path, float] = {}
+        for pdf in unmatched_pdfs:
+            amt = _extract_amount_from_pdf(pdf)
+            if amt is not None:
+                pdf_amounts[pdf] = amt
+
+        img_amounts: dict[Path, float] = {}
+        for img in unmatched_imgs:
+            amt = _extract_amount_from_image(img)
+            if amt is not None:
+                img_amounts[img] = amt
+
+        # 贪婪匹配：每张图片找金额差最小的 PDF
+        used_pdfs: set[Path] = set()
+        for img, img_amt in sorted(img_amounts.items(), key=lambda x: x[0].name):
+            best_pdf: Path | None = None
+            best_diff: float = float("inf")
+
+            for pdf, pdf_amt in pdf_amounts.items():
+                if pdf in used_pdfs:
+                    continue
+                diff = abs(pdf_amt - img_amt)
+                if diff < best_diff:
+                    best_diff = diff
+                    best_pdf = pdf
+
+            if best_pdf is not None:
+                pairs.append((best_pdf, img))
+                used_pdfs.add(best_pdf)
+
+        log.info(f"金额匹配完成，共 {len(pairs)} 组配对")
+
+    return pairs
+
+
+# ------------------------------------------------------------------
+# CSV 读写
+# ------------------------------------------------------------------
+
+from .extractor import CSV_COLUMNS
+
+
+def _load_csv(csv_path: Path) -> list[dict] | None:
+    """读取现有 CSV 为 dict 列表，失败返回 None"""
+    try:
+        with open(csv_path, encoding="utf-8", newline="") as f:
+            reader = csv.DictReader(f)
+            fieldnames = reader.fieldnames or []
+            missing = [c for c in CSV_COLUMNS if c not in fieldnames]
+            if missing:
+                log.error(f"CSV 缺少必要列: {missing}")
+                return None
+            return [row for row in reader]
+    except FileNotFoundError:
+        log.error(f"CSV 文件不存在: {csv_path.name}")
+        return None
+    except Exception as e:
+        log.error(f"CSV 读取失败: {e}")
+        return None
+
+
+def _save_csv(csv_path: Path, rows: list[dict]):
+    """保存 CSV"""
+    with open(csv_path, "w", encoding="utf-8", newline="") as f:
+        writer = csv.DictWriter(f, fieldnames=CSV_COLUMNS)
+        writer.writeheader()
+        writer.writerows(rows)
+
+
+# ------------------------------------------------------------------
+# Markdown 同步
+# ------------------------------------------------------------------
+
+def save_markdown_from_csv(csv_path: Path, rows: list[dict]):
+    """根据最新 CSV 数据生成 Markdown 汇总表"""
+    md_path = csv_path.with_suffix(".md")
+    columns = [
+        ("序号", "序号"), ("发票号码", "发票号码"), ("开票日期", "开票日期"),
+        ("项目名称", "项目名称"), ("规格型号", "规格型号"), ("价税合计", "价税合计"),
+        ("销售方名称", "销售方名称"), ("人员姓名", "人员姓名"),
+        ("刷卡日期", "刷卡日期"), ("公务卡号", "公务卡号"),
+        ("刷卡金额", "刷卡金额"), ("备注", "备注"), ("工号", "工号"),
+    ]
+
+    lines = ["# 发票信息汇总表", ""]
+    header = " | ".join(col[1] for col in columns)
+    separator = "|".join(["------" for _ in columns])
+    lines.append(f"| {header} |")
+    lines.append(f"|{separator}|")
+
+    total_price = 0.0
+    total_card = 0.0
+
+    for row in rows:
+        cells = []
+        for key, _ in columns:
+            value = row.get(key, "").strip()
+
+            if key == "价税合计" and value:
+                try:
+                    total_price += float(value.replace(",", ""))
+                    cells.append(f"¥{float(value.replace(',', '')):,.2f}")
+                except (ValueError, TypeError):
+                    cells.append(value)
+            elif key == "刷卡金额" and value:
+                try:
+                    total_card += float(value.replace(",", ""))
+                    cells.append(f"¥{float(value.replace(',', '')):,.2f}")
+                except (ValueError, TypeError):
+                    cells.append(value)
+            else:
+                cells.append(value if value else "")
+
+        lines.append("| " + " | ".join(cells) + " |")
+
+    lines.append("")
+    lines.append(f"**价税合计总计: ¥{total_price:,.2f}**")
+    lines.append(f"**刷卡金额总计: ¥{total_card:,.2f}**")
+    lines.append("")
+
+    with open(md_path, "w", encoding="utf-8") as f:
+        f.write("\n".join(lines))
+
+    log.info(f"Markdown 已同步: {md_path.name}")
+
+
+# ------------------------------------------------------------------
+# 主入口
+# ------------------------------------------------------------------
+
+def enrich_with_ocr(rows: list[dict], directory: str = ".") -> list[dict]:
+    """用 OCR 识别结果丰富发票数据，返回更新后的行列表
+
+    rows 应包含「发票号码」列，已存在的字段不会覆盖。
+    """
+    pairs = find_image_pairs(directory)
+    if not pairs:
+        log.warning("未找到 PDF-图片配对文件，跳过 OCR")
+        return rows
+
+    log.info(f"找到 {len(pairs)} 组 PDF-图片配对")
+
+    ocr_by_invoice: dict[str, dict] = {}
+
+    for idx, (pdf, img) in enumerate(pairs, 1):
+        inv_num = extract_invoice_number(pdf)
+        if not inv_num:
+            inv_num = pdf.stem
+
+        texts = ocr_image(img)
+        if not texts:
+            log.warning(f"OCR 未识别到文本: {img.name}")
+            continue
+
+        info = extract_card_info(texts)
+        ocr_by_invoice[inv_num] = info
+
+    # 更新行数据
+    updated = 0
+    matched = 0
+
+    for i, row in enumerate(rows):
+        inv_num = row.get("发票号码", "").strip()
+        ocr_info = ocr_by_invoice.get(inv_num)
+
+        if not ocr_info:
+            for key, val in ocr_by_invoice.items():
+                if inv_num in key or key in inv_num:
+                    ocr_info = val
+                    break
+
+        if ocr_info:
+            matched += 1
+
+            if not row.get("人员姓名", "").strip() and ocr_info["人员姓名"]:
+                row["人员姓名"] = ocr_info["人员姓名"]
+                updated += 1
+            if not row.get("刷卡日期", "").strip() and ocr_info["刷卡日期"]:
+                row["刷卡日期"] = ocr_info["刷卡日期"]
+                updated += 1
+            if not row.get("刷卡金额", "").strip() and ocr_info["刷卡金额"]:
+                row["刷卡金额"] = ocr_info["刷卡金额"]
+                updated += 1
+
+    log.info(f"OCR 完成: 匹配 {matched}/{len(rows)} 行，更新 {updated} 个字段")
+
+    return rows

app/pipeline.py

@@ -0,0 +1,128 @@
+"""
+报销全流程编排
+
+将发票提取 → OCR 识别 → 浏览器填报串联为一条管道，
+数据在内存中流转，同时生成 CSV / Markdown 中间产物。
+"""
+
+import sys
+from pathlib import Path
+
+from . import get_logger
+from .config import load_config
+from .extractor import extract_invoices, save_csv as save_invoice_csv, save_markdown as save_invoice_md
+from .ocr import enrich_with_ocr, _save_csv as save_ocr_csv, save_markdown_from_csv, _load_csv
+
+log = get_logger("pipeline")
+
+
+def run_pipeline(step: str = "all", username: str = None, password: str = None):
+    """执行报销流程
+
+    Args:
+        step: all | invoice | ocr | submit
+        username: 覆盖 config.json 中的用户名
+        password: 覆盖 config.json 中的密码
+    """
+    config = load_config()
+    if username:
+        config["username"] = username
+    if password:
+        config["password"] = password
+
+    # 工作目录（项目根目录）
+    project_dir = Path(__file__).parent.parent
+
+    # --------------------------------------------------
+    # Step 1: 发票提取
+    # --------------------------------------------------
+    invoices = None
+
+    if step in ("all", "invoice"):
+        log.info("=" * 60)
+        log.info("[1/3] 发票提取")
+        log.info("=" * 60)
+
+        invoices = extract_invoices(str(project_dir))
+        if not invoices:
+            log.error("未提取到任何发票数据")
+            return 1
+
+        save_invoice_csv(invoices, project_dir / "invoice_summary.csv")
+        save_invoice_md(invoices, project_dir / "invoice_summary.md")
+
+        if step == "invoice":
+            log.info("[1/3] 发票提取 完成")
+            return 0
+
+    # --------------------------------------------------
+    # Step 2: OCR 识别
+    # --------------------------------------------------
+    if step in ("all", "ocr"):
+        log.info("=" * 60)
+        log.info("[2/3] OCR 识别")
+        log.info("=" * 60)
+
+        csv_path = project_dir / "invoice_summary.csv"
+
+        if invoices is None:
+            rows = _load_csv(csv_path)
+            if rows is None:
+                return 1
+        else:
+            # 将 dict 列表转为 CSV 风格的 dict（对齐列名）
+            from .extractor import CSV_COLUMNS
+            rows = []
+            for idx, inv in enumerate(invoices, 1):
+                items = inv.get("_items", [])
+                first_item = items[0] if items else {}
+                rows.append({
+                    "序号": str(idx),
+                    "发票号码": inv.get("发票号码", ""),
+                    "开票日期": inv.get("开票日期", ""),
+                    "项目名称": first_item.get("项目名称", inv.get("项目名称", "")),
+                    "规格型号": first_item.get("规格型号", inv.get("规格型号", "")),
+                    "价税合计": inv.get("价税合计", ""),
+                    "销售方名称": inv.get("销售方名称", ""),
+                    "人员姓名": inv.get("人员姓名", ""),
+                    "刷卡日期": inv.get("刷卡日期", ""),
+                    "公务卡号": inv.get("公务卡号", ""),
+                    "刷卡金额": inv.get("刷卡金额", ""),
+                    "备注": inv.get("备注", ""),
+                    "工号": inv.get("工号", ""),
+                })
+
+        rows = enrich_with_ocr(rows, str(project_dir))
+        save_ocr_csv(csv_path, rows)
+        save_markdown_from_csv(csv_path, rows)
+        invoices = rows
+
+        if step == "ocr":
+            log.info("[2/3] OCR 识别 完成")
+            return 0
+
+    # --------------------------------------------------
+    # Step 3: 浏览器填报
+    # --------------------------------------------------
+    if step in ("all", "submit"):
+        log.info("=" * 60)
+        log.info("[3/3] 报销提交")
+        log.info("=" * 60)
+
+        from .bot import load_invoice_data, run_bot
+
+        csv_path = project_dir / "invoice_summary.csv"
+        bot_invoices = load_invoice_data(str(csv_path), config)
+        run_bot(config, bot_invoices)
+
+        if step == "submit":
+            log.info("[3/3] 报销提交 完成")
+            return 0
+
+    # --------------------------------------------------
+    # 全流程完成
+    # --------------------------------------------------
+    log.info("=" * 60)
+    log.info("全流程执行完毕")
+    log.info("=" * 60)
+    return 0

config.json

@@ -0,0 +1,11 @@
+{
+    "username": "202407021",
+    "password": "wang!1624155937",
+    "sso_login_url": "https://tyrz.fynu.edu.cn/sso/login",
+    "portal_url": "https://tyrz.fynu.edu.cn/oshall",
+    "reimburse_url": "http://210.45.32.214:8081",
+    "reimburse_page": "/expen/common/common?v=4.0",
+    "default_name": "王建锋",
+    "default_card_no": "6282880139161682",
+    "default_person_id": "202407021"
+}

invoice_summary.csv

@@ -0,0 +1,5 @@
+序号,发票号码,开票日期,项目名称,规格型号,价税合计,销售方名称,人员姓名,刷卡日期,公务卡号,刷卡金额,备注,工号
+1,26442000005432755951,2026/05/18,*电子元件*电容器 电容一批 个 500000 0.0057425742574 2871.29 1% 28.71,电容器 电容一批 个 500000 0.0057425742574 2871.29 1% 28.71,2900.00,佛山市泓宇芯科技有限公司,陈陈,2026/04/28,,2850.00,,
+2,26442000005432652421,2026/05/18,*电子元件*电阻 电阻一批 个 500000 0.0057425742574 2871.29 1% 28.71,电阻 电阻一批 个 500000 0.0057425742574 2871.29 1% 28.71,2900.00,佛山市泓宇芯科技有限公司,陈陈,2026/04/28,,2880.00,,
+3,26442000005432937661,2026/05/18,*集成电路*集成电路 LED一批 个 2638.92 1% 26.39,集成电路 LED一批 个 2638.92 1% 26.39,2665.31,佛山市泓宇芯科技有限公司,陈陈,2026/04/28,,2661.61,,
+4,26442000005468940571,2026/05/18,*电子工业设备*元件盒 1# 个 1 47.5247524752475 47.52 1% 0.48,元件盒 1# 个 1 47.5247524752475 47.52 1% 0.48,96.00,东莞市长安顺淘电子工具经营部,陈陈,2026/05/07,,96.00,,

invoice_summary.md

@@ -0,0 +1,11 @@
+# 发票信息汇总表
+
+| 序号 | 发票号码 | 开票日期 | 项目名称 | 规格型号 | 价税合计 | 销售方名称 | 人员姓名 | 刷卡日期 | 公务卡号 | 刷卡金额 | 备注 | 工号 |
+|------|------|------|------|------|------|------|------|------|------|------|------|------|
+| 1 | 26442000005432755951 | 2026/05/18 | *电子元件*电容器 电容一批 个 500000 0.0057425742574 2871.29 1% 28.71 | 电容器 电容一批 个 500000 0.0057425742574 2871.29 1% 28.71 | ¥2,900.00 | 佛山市泓宇芯科技有限公司 | 陈陈 | 2026/04/28 |  | ¥2,850.00 |  |  |
+| 2 | 26442000005432652421 | 2026/05/18 | *电子元件*电阻 电阻一批 个 500000 0.0057425742574 2871.29 1% 28.71 | 电阻 电阻一批 个 500000 0.0057425742574 2871.29 1% 28.71 | ¥2,900.00 | 佛山市泓宇芯科技有限公司 | 陈陈 | 2026/04/28 |  | ¥2,880.00 |  |  |
+| 3 | 26442000005432937661 | 2026/05/18 | *集成电路*集成电路 LED一批 个 2638.92 1% 26.39 | 集成电路 LED一批 个 2638.92 1% 26.39 | ¥2,665.31 | 佛山市泓宇芯科技有限公司 | 陈陈 | 2026/04/28 |  | ¥2,661.61 |  |  |
+| 4 | 26442000005468940571 | 2026/05/18 | *电子工业设备*元件盒 1# 个 1 47.5247524752475 47.52 1% 0.48 | 元件盒 1# 个 1 47.5247524752475 47.52 1% 0.48 | ¥96.00 | 东莞市长安顺淘电子工具经营部 | 陈陈 | 2026/05/07 |  | ¥96.00 |  |  |
+
+**价税合计总计: ¥8,561.31**
+**刷卡金额总计: ¥8,487.61**

run.py

@@ -0,0 +1,60 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""
+财务报销自动化
+
+依次执行:
+  1. 发票提取  — 从 PDF 发票提取信息，生成 invoice_summary.csv
+  2. OCR 识别 — 从支付截图识别刷卡信息，回填 CSV
+  3. 报销提交 — 打开浏览器登录财务系统并自动填报
+
+用法:
+  python run.py                    # 全流程
+  python run.py --step invoice     # 仅发票提取
+  python run.py --step ocr         # 仅 OCR 识别
+  python run.py --step submit      # 仅浏览器填报
+  python run.py -u 工号 -p 密码     # 覆盖登录凭据
+"""
+
+import argparse
+import sys
+from pathlib import Path
+
+# 确保项目根目录在 sys.path 中
+sys.path.insert(0, str(Path(__file__).parent.resolve()))
+
+from app.pipeline import run_pipeline
+
+
+def main():
+    parser = argparse.ArgumentParser(
+        description="财务报销自动化 - 发票提取 → OCR 识别 → 浏览器填报",
+    )
+    parser.add_argument(
+        "--step",
+        choices=["all", "invoice", "ocr", "submit"],
+        default="all",
+        help="执行步骤 (默认: all)",
+    )
+    parser.add_argument(
+        "-u", "--username",
+        default=None,
+        help="信息门户登录账号（覆盖 config.json）",
+    )
+    parser.add_argument(
+        "-p", "--password",
+        default=None,
+        help="信息门户登录密码（覆盖 config.json）",
+    )
+    args = parser.parse_args()
+
+    exit_code = run_pipeline(
+        step=args.step,
+        username=args.username,
+        password=args.password,
+    )
+    sys.exit(exit_code)
+
+
+if __name__ == "__main__":
+    main()

run_all.py

@@ -0,0 +1,84 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""
+财务报销全流程编排脚本
+
+依次执行:
+  1. extract_invoice.py  — 从 PDF 发票提取信息，生成 invoice_summary.csv
+  2. extract_image_ocr.py — 从支付截图 OCR 识别刷卡信息，更新 CSV
+  3. reimburse.py         — 打开浏览器登录财务系统并自动填报
+
+用法:
+  python run_all.py                  # 默认执行全部三步
+  python run_all.py --step invoice   # 仅执行第 1 步
+  python run_all.py --step ocr       # 仅执行第 2 步
+  python run_all.py --step submit    # 仅执行第 3 步
+"""
+
+import subprocess
+import sys
+from pathlib import Path
+
+PROJECT_DIR = Path(__file__).parent.resolve()
+PYTHON = sys.executable
+
+
+def step(name: str, module: str, args: list[str]) -> bool:
+    """运行单个步骤，返回是否成功"""
+    cmd = [PYTHON, str(PROJECT_DIR / module), *args]
+    print(f"\n{'=' * 60}")
+    print(f"  [{name}] {module}")
+    print(f"{'=' * 60}")
+
+    result = subprocess.run(cmd, cwd=str(PROJECT_DIR))
+    ok = result.returncode == 0
+
+    if ok:
+        print(f"\n[{name}] 完成")
+    else:
+        print(f"\n[错误] {name} 失败 (exit code: {result.returncode})")
+
+    return ok
+
+
+def run_all() -> int:
+    print("=" * 60)
+    print("  财务报销自动化流程")
+    print(f"  工作目录: {PROJECT_DIR}")
+    print(f"  Python:    {PYTHON}")
+    print("=" * 60)
+
+    if not step("发票提取", "extract_invoice.py", []):
+        return 1
+
+    if not step("OCR 识别", "extract_image_ocr.py", []):
+        return 1
+
+    if not step("报销提交", "reimburse.py", ["--data", str(PROJECT_DIR / "invoice_summary.csv")]):
+        return 1
+
+    print("\n" + "=" * 60)
+    print("  全流程执行完毕")
+    print("=" * 60)
+    return 0
+
+
+def main() -> int:
+    if len(sys.argv) >= 3 and sys.argv[1] == "--step":
+        name = sys.argv[2]
+        steps = {
+            "invoice": ("发票提取", "extract_invoice.py", []),
+            "ocr": ("OCR 识别", "extract_image_ocr.py", []),
+            "submit": ("报销提交", "reimburse.py", ["--data", str(PROJECT_DIR / "invoice_summary.csv")]),
+        }
+        if name not in steps:
+            print(f"未知步骤: {name}，可选: {', '.join(steps)}")
+            return 1
+        label, module, args = steps[name]
+        return 0 if step(label, module, args) else 1
+
+    return run_all()
+
+
+if __name__ == "__main__":
+    sys.exit(main())

templates/index.html

@@ -0,0 +1,314 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>财务报销自动化</title>
+<style>
+:root {
+  --bg: #f5f5f5;
+  --card: #fff;
+  --text: #333;
+  --muted: #888;
+  --primary: #4f46e5;
+  --primary-hover: #4338ca;
+  --success: #16a34a;
+  --danger: #dc2626;
+  --warning: #d97706;
+  --border: #e5e7eb;
+  --radius: 8px;
+  --shadow: 0 1px 3px rgba(0,0,0,.08);
+}
+* { box-sizing: border-box; margin: 0; padding: 0; }
+body { font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, sans-serif; background: var(--bg); color: var(--text); line-height: 1.6; }
+.container { max-width: 960px; margin: 0 auto; padding: 24px 16px; }
+.card { background: var(--card); border-radius: var(--radius); box-shadow: var(--shadow); padding: 24px; margin-bottom: 16px; }
+.card h2 { font-size: 18px; margin-bottom: 12px; display: flex; align-items: center; gap: 8px; }
+.card h2 .badge { font-size: 12px; padding: 2px 8px; border-radius: 12px; background: var(--primary); color: #fff; }
+.upload-zone { border: 2px dashed var(--border); border-radius: var(--radius); padding: 40px 20px; text-align: center; cursor: pointer; transition: border-color .2s; }
+.upload-zone:hover, .upload-zone.dragover { border-color: var(--primary); background: #f8f8ff; }
+.upload-zone p { color: var(--muted); margin-top: 8px; }
+.file-list { margin-top: 12px; }
+.file-item { display: flex; align-items: center; gap: 8px; padding: 6px 10px; background: #f9fafb; border-radius: 6px; margin-bottom: 4px; font-size: 14px; }
+.file-item .remove { margin-left: auto; cursor: pointer; color: var(--danger); font-size: 16px; }
+label { display: block; font-size: 14px; font-weight: 500; margin-bottom: 4px; }
+input, textarea { width: 100%; padding: 8px 12px; border: 1px solid var(--border); border-radius: 6px; font-size: 14px; outline: none; transition: border-color .2s; }
+input:focus, textarea:focus { border-color: var(--primary); }
+textarea { font-family: "SF Mono", "Fira Code", monospace; font-size: 13px; height: 160px; resize: vertical; }
+.form-row { display: grid; grid-template-columns: 1fr 1fr; gap: 12px; margin-bottom: 12px; }
+.btn { display: inline-flex; align-items: center; gap: 6px; padding: 10px 20px; border: none; border-radius: 6px; font-size: 14px; cursor: pointer; transition: background .2s; }
+.btn-primary { background: var(--primary); color: #fff; }
+.btn-primary:hover { background: var(--primary-hover); }
+.btn-primary:disabled { opacity: .5; cursor: not-allowed; }
+.btn-success { background: var(--success); color: #fff; }
+.btn-success:hover { background: #15803d; }
+.btn-success:disabled { opacity: .5; cursor: not-allowed; }
+.actions { display: flex; gap: 8px; margin-top: 12px; flex-wrap: wrap; }
+
+.log-panel { background: #1e1e1e; color: #d4d4d4; border-radius: var(--radius); padding: 16px; max-height: 380px; overflow-y: auto; font-family: "SF Mono", "Fira Code", monospace; font-size: 13px; }
+.log-panel .entry { margin-bottom: 2px; white-space: pre-wrap; word-break: break-all; }
+.log-panel .INFO { color: #6a9955; }
+.log-panel .WARNING { color: #d97706; }
+.log-panel .ERROR { color: #f87171; }
+.log-panel .DEBUG { color: #8b8b8b; }
+
+.status-badge { display: inline-block; padding: 4px 12px; border-radius: 12px; font-size: 12px; font-weight: 500; }
+.status-badge.uploaded { background: #e5e7eb; color: #6b7280; }
+.status-badge.extracting { background: #dbeafe; color: #2563eb; }
+.status-badge.done { background: #dcfce7; color: #16a34a; }
+.status-badge.submitting { background: #fef3c7; color: #d97706; }
+.status-badge.submitted { background: #dcfce7; color: #16a34a; }
+.status-badge.error { background: #fee2e2; color: #dc2626; }
+
+.result-table { width: 100%; border-collapse: collapse; font-size: 13px; margin-top: 8px; }
+.result-table th, .result-table td { padding: 8px 10px; border-bottom: 1px solid var(--border); text-align: left; }
+.result-table th { background: #f9fafb; font-weight: 500; }
+
+.hidden { display: none !important; }
+</style>
+</head>
+<body>
+<div class="container">
+
+  <div class="card">
+    <h2>财务报销自动化</h2>
+    <p style="color:var(--muted);font-size:14px;">上传 PDF 发票和支付截图，自动提取信息并填报报销系统</p>
+  </div>
+
+  <!-- 文件上传 -->
+  <div class="card">
+    <h2>1. 上传文件</h2>
+    <div class="upload-zone" id="uploadZone">
+      <div style="font-size:36px;margin-bottom:4px;">&#128194;</div>
+      <p>拖拽 PDF 和图片到此处，或点击选择文件</p>
+      <input type="file" id="fileInput" multiple accept=".pdf,.png,.jpg,.jpeg,.bmp,.webp" style="display:none">
+    </div>
+    <div class="file-list" id="fileList"></div>
+  </div>
+
+  <!-- 配置 -->
+  <div class="card">
+    <h2>2. 配置</h2>
+    <div class="form-row">
+      <div><label>用户名</label><input id="cfgUser" placeholder="工号/学号"></div>
+      <div><label>密码</label><input id="cfgPass" type="password" placeholder="登录密码"></div>
+    </div>
+    <div class="form-row">
+      <div><label>默认姓名</label><input id="cfgName" placeholder="报销人姓名"></div>
+      <div><label>默认公务卡号</label><input id="cfgCard" placeholder="公务卡号后四位或完整号"></div>
+    </div>
+    <div><label>默认人员编号</label><input id="cfgPid" placeholder="人员编号"></div>
+    <details style="margin-top:8px;">
+      <summary style="font-size:14px;color:var(--muted);cursor:pointer;">高级配置 (JSON)</summary>
+      <textarea id="cfgJson" style="margin-top:8px;">{}</textarea>
+    </details>
+  </div>
+
+  <!-- 进度 -->
+  <div class="card">
+    <h2>3. 处理 <span class="status-badge" id="statusBadge" style="display:none"></span></h2>
+    <div class="log-panel" id="logPanel">
+      <div class="entry" style="color:var(--muted)">等待上传文件...</div>
+    </div>
+    <div class="actions">
+      <button class="btn btn-primary" id="btnStart" disabled>开始处理</button>
+      <button class="btn btn-success hidden" id="btnSubmit">提交报销</button>
+      <button class="btn hidden" id="btnDownload" style="background:#6b7280;color:#fff;">下载 CSV</button>
+    </div>
+    <div id="resultArea" class="hidden" style="margin-top:12px;"></div>
+  </div>
+
+</div>
+
+<script>
+const $ = s => document.querySelector(s);
+const $$ = s => document.querySelectorAll(s);
+
+let sessionId = null;
+let files = [];
+let evtSource = null;
+
+// ---- 文件选择 ----
+const uploadZone = $('#uploadZone');
+const fileInput = $('#fileInput');
+const fileList = $('#fileList');
+
+uploadZone.addEventListener('click', () => fileInput.click());
+uploadZone.addEventListener('dragover', e => { e.preventDefault(); uploadZone.classList.add('dragover'); });
+uploadZone.addEventListener('dragleave', () => uploadZone.classList.remove('dragover'));
+uploadZone.addEventListener('drop', e => {
+  e.preventDefault();
+  uploadZone.classList.remove('dragover');
+  addFiles(Array.from(e.dataTransfer.files));
+});
+fileInput.addEventListener('change', () => addFiles(Array.from(fileInput.files)));
+
+function addFiles(newFiles) {
+  for (const f of newFiles) {
+    if (!files.find(x => x.name === f.name && x.size === f.size)) {
+      files.push(f);
+    }
+  }
+  renderFiles();
+  checkReady();
+}
+
+function removeFile(idx) {
+  files.splice(idx, 1);
+  renderFiles();
+  checkReady();
+}
+
+function renderFiles() {
+  fileList.innerHTML = files.length === 0 ? '' : files.map((f, i) =>
+    `<div class="file-item">
+      <span>${['.pdf','.PDF'].some(e => f.name.endsWith(e)) ? '&#128196;' : '&#128444;'}</span>
+      <span>${f.name}</span>
+      <span style="color:var(--muted);font-size:12px;">${(f.size/1024).toFixed(1)} KB</span>
+      <span class="remove" onclick="removeFile(${i})">&times;</span>
+    </div>`
+  ).join('');
+}
+
+// ---- 配置 ----
+const cfgUser = $('#cfgUser');
+const cfgPass = $('#cfgPass');
+const cfgName = $('#cfgName');
+const cfgCard = $('#cfgCard');
+const cfgPid = $('#cfgPid');
+const cfgJson = $('#cfgJson');
+
+[cfgUser, cfgPass, cfgName, cfgCard, cfgPid, cfgJson].forEach(el =>
+  el.addEventListener('input', checkReady)
+);
+
+function getConfig() {
+  let base = {};
+  try { base = JSON.parse(cfgJson.value || '{}'); } catch (e) {}
+  if (cfgUser.value) base.username = cfgUser.value;
+  if (cfgPass.value) base.password = cfgPass.value;
+  if (cfgName.value) base.default_name = cfgName.value;
+  if (cfgCard.value) base.default_card_no = cfgCard.value;
+  if (cfgPid.value) base.default_person_id = cfgPid.value;
+  return base;
+}
+
+function checkReady() {
+  const hasFiles = files.length > 0;
+  const hasUser = !!(cfgUser.value && cfgPass.value);
+  $('#btnStart').disabled = !(hasFiles && hasUser);
+}
+
+// ---- 开始处理 ----
+const btnStart = $('#btnStart');
+const btnSubmit = $('#btnSubmit');
+const btnDownload = $('#btnDownload');
+const statusBadge = $('#statusBadge');
+const logPanel = $('#logPanel');
+const resultArea = $('#resultArea');
+
+btnStart.addEventListener('click', async () => {
+  btnStart.disabled = true;
+  statusBadge.style.display = 'inline-block';
+  statusBadge.textContent = '上传中...';
+  statusBadge.className = 'status-badge extracting';
+
+  const formData = new FormData();
+  for (const f of files) formData.append('files', f);
+
+  const config = getConfig();
+  formData.append('config', JSON.stringify(config));
+
+  try {
+    const resp = await fetch('/api/start', { method: 'POST', body: formData });
+    const data = await resp.json();
+    if (data.error) { alert(data.error); btnStart.disabled = false; return; }
+    sessionId = data.session_id;
+    startStream();
+    btnSubmit.classList.remove('hidden');
+    btnDownload.classList.remove('hidden');
+  } catch (e) {
+    alert('请求失败: ' + e.message);
+    btnStart.disabled = false;
+  }
+});
+
+function startStream() {
+  logPanel.innerHTML = '';
+  if (evtSource) evtSource.close();
+  evtSource = new EventSource(`/api/stream/${sessionId}`);
+
+  evtSource.addEventListener('message', e => {
+    const data = JSON.parse(e.data);
+    if (data.type === 'log') {
+      const lvl = (data.msg.match(/\[(\w+)\]/) || [])[1] || '';
+      logPanel.innerHTML += `<div class="entry ${lvl}">${escHtml(data.msg)}</div>`;
+      logPanel.scrollTop = logPanel.scrollHeight;
+    }
+    if (data.type === 'heartbeat' || data.type === 'status') {
+      statusBadge.textContent = data.status;
+      statusBadge.className = `status-badge ${data.status}`;
+    }
+    if (data.type === 'complete') {
+      statusBadge.textContent = data.status;
+      statusBadge.className = `status-badge ${data.status}`;
+      evtSource.close();
+
+      if (data.status === 'done') {
+        btnSubmit.classList.remove('hidden');
+        loadResults();
+      }
+      btnStart.disabled = data.status !== 'done';
+    }
+  });
+}
+
+function escHtml(s) {
+  return s.replace(/&/g,'&amp;').replace(/</g,'&lt;').replace(/>/g,'&gt;');
+}
+
+async function loadResults() {
+  try {
+    const resp = await fetch(`/api/status/${sessionId}`);
+    const data = await resp.json();
+    if (!data.preview) return;
+
+    let html = '<table class="result-table"><thead><tr>';
+    const keys = Object.keys(data.preview[0]);
+    for (const k of keys) html += `<th>${k}</th>`;
+    html += '</tr></thead><tbody>';
+    for (const row of data.preview) {
+      html += '<tr>';
+      for (const k of keys) html += `<td>${row[k] || ''}</td>`;
+      html += '</tr>';
+    }
+    html += '</tbody></table>';
+    html += `<p style="margin-top:8px;color:var(--muted);">共 ${data.total} 条记录</p>`;
+    resultArea.innerHTML = html;
+    resultArea.classList.remove('hidden');
+  } catch (e) {}
+}
+
+// ---- 浏览器填报 ----
+btnSubmit.addEventListener('click', async () => {
+  if (!sessionId) return;
+  btnSubmit.disabled = true;
+  statusBadge.textContent = 'submitting';
+  statusBadge.className = 'status-badge submitting';
+
+  try {
+    await fetch(`/api/submit/${sessionId}`, { method: 'POST' });
+    startStream();
+  } catch (e) {
+    alert('提交失败: ' + e.message);
+    btnSubmit.disabled = false;
+  }
+});
+
+// ---- 下载 CSV ----
+btnDownload.addEventListener('click', () => {
+  if (sessionId) window.open(`/api/download/${sessionId}/csv`, '_blank');
+});
+</script>
+</body>
+</html>

web/app.py

@@ -0,0 +1,375 @@
+"""
+财务报销自动化 — Web 界面
+
+用户上传 PDF 发票和支付截图，配置账号信息，自动完成：
+  1. 发票提取  2. OCR 识别  3. 浏览器填报（可选）
+
+启动: python web/app.py
+访问: http://localhost:5000
+"""
+
+import io
+import json
+import logging
+import sys
+import threading
+import time
+import uuid
+from pathlib import Path
+
+from flask import Flask, Response, jsonify, render_template, request, stream_with_context
+
+# 确保项目根目录在 sys.path
+PROJECT_ROOT = Path(__file__).parent.parent.resolve()
+sys.path.insert(0, str(PROJECT_ROOT))
+
+from app.config import load_config as load_project_config
+from app.extractor import extract_invoices, save_csv, save_markdown
+from app.ocr import enrich_with_ocr, _save_csv as save_ocr_csv, save_markdown_from_csv, _load_csv as load_ocr_csv
+
+app = Flask(__name__, template_folder="templates")
+
+UPLOAD_BASE = PROJECT_ROOT / "web" / "uploads"
+SESSION_LOG_FILE = "session.log"
+SESSION_RESULT_FILE = "result.json"
+
+
+# ================================================================
+# 日志收集器 — 捕获管道日志到文件，SSE 端点通过 tail -f 读取
+# ================================================================
+
+class _SSELogHandler(logging.Handler):
+    """将日志写入指定文件（线程安全）"""
+
+    def __init__(self, log_path: Path):
+        super().__init__()
+        self._lock = threading.Lock()
+        self._file = open(log_path, "w", encoding="utf-8")
+
+    def emit(self, record: logging.LogRecord):
+        try:
+            msg = self.format(record) + "\n"
+            with self._lock:
+                self._file.write(msg)
+                self._file.flush()
+        except Exception:
+            pass
+
+    def close_file(self):
+        try:
+            self._file.close()
+        except Exception:
+            pass
+
+
+def _install_log_collector(session_dir: Path) -> _SSELogHandler:
+    """安装日志收集器到 app.* 模块"""
+    log_path = session_dir / SESSION_LOG_FILE
+    fmt = logging.Formatter(
+        "%(asctime)s [%(levelname)-5s] %(name)s: %(message)s",
+        "%Y-%m-%d %H:%M:%S",
+    )
+    handler = _SSELogHandler(log_path)
+    handler.setFormatter(fmt)
+    handler.setLevel(logging.INFO)
+
+    for name in ["extractor", "ocr", "pipeline", "bot"]:
+        logger = logging.getLogger(name)
+        logger.setLevel(logging.INFO)
+        logger.addHandler(handler)
+
+    return handler
+
+
+def _remove_log_collector(handler: _SSELogHandler):
+    for name in ["extractor", "ocr", "pipeline", "bot"]:
+        logging.getLogger(name).removeHandler(handler)
+    handler.close_file()
+
+
+# ================================================================
+# 管道入口
+# ================================================================
+
+# ================================================================
+# 管道入口
+# ================================================================
+
+def run_pipeline_web(session_dir: Path, config: dict, run_bot: bool = False):
+    """在 Web 会话目录中执行管道，结果写入 session 目录下的文件"""
+    start = time.time()
+
+    # ---- Step 1: 发票提取 ----
+    invoices = extract_invoices(str(session_dir))
+    if not invoices:
+        return {"ok": False, "error": "未提取到任何发票数据"}
+
+    save_csv(invoices, session_dir / "invoice_summary.csv")
+    save_markdown(invoices, session_dir / "invoice_summary.md")
+
+    # ---- Step 2: OCR 识别 ----
+    csv_path = session_dir / "invoice_summary.csv"
+    rows = load_ocr_csv(csv_path)
+    if rows is None:
+        return {"ok": False, "error": "CSV 读取失败"}
+
+    rows = enrich_with_ocr(rows, str(session_dir))
+    save_ocr_csv(csv_path, rows)
+    save_markdown_from_csv(csv_path, rows)
+
+    # ---- Step 3: 浏览器填报（可选）----
+    if run_bot:
+        from app.bot import load_invoice_data, run_bot_web
+
+        bot_invoices = load_invoice_data(str(csv_path), config)
+        run_bot_web(config, bot_invoices, session_dir)
+
+    elapsed = time.time() - start
+    return {
+        "ok": True,
+        "elapsed": f"{elapsed:.1f}s",
+        "invoice_count": len(rows),
+        "csv_url": f"/api/download/{session_dir.name}/invoice_summary.csv",
+        "md_url": f"/api/download/{session_dir.name}/invoice_summary.md",
+    }
+
+
+def run_csv_pipeline_web(session_dir: Path, config: dict, csv_filename: str, run_bot: bool = False):
+    """直接使用上传的 CSV 文件进行填报，跳过 PDF 提取和 OCR"""
+    start = time.time()
+
+    csv_path = session_dir / csv_filename
+    if not csv_path.exists():
+        return {"ok": False, "error": "CSV 文件不存在"}
+
+    # 读取 CSV 行数
+    rows = load_ocr_csv(csv_path)
+    if rows is None:
+        return {"ok": False, "error": "CSV 读取失败"}
+
+    # 浏览器填报
+    if run_bot:
+        from app.bot import load_invoice_data, run_bot_web
+
+        bot_invoices = load_invoice_data(str(csv_path), config)
+        run_bot_web(config, bot_invoices, session_dir)
+
+    elapsed = time.time() - start
+    return {
+        "ok": True,
+        "elapsed": f"{elapsed:.1f}s",
+        "invoice_count": len(rows),
+        "csv_url": f"/api/download/{session_dir.name}/{csv_filename}",
+    }
+
+
+# ================================================================
+# Flask 路由
+# ================================================================
+
+@app.route("/")
+def index():
+    return render_template("index.html")
+
+
+@app.route("/api/session", methods=["POST"])
+def create_session():
+    """创建上传会话，返回 session_id"""
+    sid = uuid.uuid4().hex[:12]
+    session_dir = UPLOAD_BASE / sid
+    session_dir.mkdir(parents=True, exist_ok=True)
+    return jsonify({"session_id": sid})
+
+
+@app.route("/api/upload/<session_id>", methods=["POST"])
+def upload_file(session_id: str):
+    """上传 PDF 或图片"""
+    session_dir = _validate_session(session_id)
+    if isinstance(session_dir, tuple):
+        return session_dir
+
+    f = request.files.get("file")
+    if not f or not f.filename:
+        return jsonify({"error": "未选择文件"}), 400
+
+    safe_name = Path(f.filename).name
+    f.save(str(session_dir / safe_name))
+    return jsonify({"ok": True, "filename": safe_name})
+
+
+@app.route("/api/upload-csv/<session_id>", methods=["POST"])
+def upload_csv(session_id: str):
+    """上传 CSV 发票数据文件（跳过 PDF 提取和 OCR）"""
+    session_dir = _validate_session(session_id)
+    if isinstance(session_dir, tuple):
+        return session_dir
+
+    f = request.files.get("file")
+    if not f or not f.filename:
+        return jsonify({"error": "未选择文件"}), 400
+
+    safe_name = Path(f.filename).name
+    f.save(str(session_dir / safe_name))
+    return jsonify({"ok": True, "filename": safe_name})
+
+
+@app.route("/api/files/<session_id>", methods=["GET"])
+def list_files(session_id: str):
+    """列出会话目录中的文件"""
+    session_dir = _validate_session(session_id)
+    if isinstance(session_dir, tuple):
+        return session_dir
+
+    pdfs = sorted(f.name for f in session_dir.glob("*.pdf"))
+    imgs = sorted(
+        f.name for ext in {".png", ".jpg", ".jpeg", ".bmp", ".webp"}
+        for f in session_dir.glob(f"*{ext}")
+    )
+    return jsonify({"pdfs": pdfs, "images": imgs})
+
+
+@app.route("/api/process/<session_id>", methods=["POST"])
+def start_process(session_id: str):
+    """启动管道处理"""
+    session_dir = _validate_session(session_id)
+    if isinstance(session_dir, tuple):
+        return session_dir
+
+    body = request.get_json(silent=True) or {}
+    run_bot_flag = body.get("submit", False)
+    mode = body.get("mode", "auto")  # "pdf", "csv", or "auto"
+
+    # 读取配置
+    config = _build_web_config(body)
+
+    # 写入配置到会话目录
+    with open(session_dir / "config.json", "w", encoding="utf-8") as f:
+        json.dump(config, f, ensure_ascii=False, indent=2, default=str)
+
+    # 在后台线程执行
+    handler = _install_log_collector(session_dir)
+
+    def _run():
+        result = {"ok": False, "error": "未知错误"}
+        try:
+            if mode == "csv":
+                # CSV 模式：直接使用上传的 CSV，跳过 PDF 提取和 OCR
+                csv_files = list(session_dir.glob("*.csv"))
+                if not csv_files:
+                    result = {"ok": False, "error": "未找到 CSV 文件"}
+                else:
+                    result = run_csv_pipeline_web(session_dir, config, csv_files[0].name, run_bot_flag)
+            else:
+                # 自动检测：如果有 CSV 则走 csv 管道，否则走 pdf 管道
+                csv_files = list(session_dir.glob("*.csv"))
+                pdf_files = list(session_dir.glob("*.pdf"))
+                if csv_files and not pdf_files:
+                    result = run_csv_pipeline_web(session_dir, config, csv_files[0].name, run_bot_flag)
+                else:
+                    result = run_pipeline_web(session_dir, config, run_bot_flag)
+        except BaseException as e:
+            result = {"ok": False, "error": str(e)}
+            if isinstance(e, (KeyboardInterrupt, SystemExit)):
+                raise
+        finally:
+            try:
+                # 原子写入：先写临时文件，再重命名，避免 SSE 读到截断的空文件
+                tmp_path = session_dir / (SESSION_RESULT_FILE + ".tmp")
+                with open(tmp_path, "w", encoding="utf-8") as f:
+                    json.dump(result, f, ensure_ascii=False)
+                tmp_path.replace(session_dir / SESSION_RESULT_FILE)
+            except Exception:
+                pass
+            _remove_log_collector(handler)
+
+    threading.Thread(target=_run, daemon=True).start()
+
+    return jsonify({"status": "started"})
+
+
+@app.route("/api/logs/<session_id>")
+def stream_logs(session_id: str):
+    """SSE 日志流"""
+    session_dir = _validate_session(session_id)
+    if isinstance(session_dir, tuple):
+        return session_dir
+
+    def generate():
+        # 先发送已有日志
+        log_file = session_dir / SESSION_LOG_FILE
+        last_size = 0
+        start_time = time.time()
+        timeout = 600  # 10 分钟超时
+
+        while time.time() - start_time < timeout:
+            if log_file.exists():
+                current_size = log_file.stat().st_size
+                if current_size > last_size:
+                    with open(log_file, encoding="utf-8", errors="replace") as f:
+                        f.seek(last_size)
+                        chunk = f.read()
+                        if chunk:
+                            yield f"data: {_escape_sse(chunk)}\n\n"
+                    last_size = current_size
+
+            # 也通过队列发送实时日志
+            # 检查是否完成
+            result_file = session_dir / SESSION_RESULT_FILE
+            if result_file.exists():
+                with open(result_file, encoding="utf-8") as f:
+                    result = json.load(f)
+                yield f"data: {_escape_sse(json.dumps({'type': 'done', 'result': result}, ensure_ascii=False))}\n\n"
+                break
+
+            time.sleep(0.5)
+
+    return Response(
+        stream_with_context(generate()),
+        mimetype="text/event-stream",
+        headers={"Cache-Control": "no-cache", "X-Accel-Buffering": "no"},
+    )
+
+
+@app.route("/api/download/<session_id>/<filename>")
+def download_file(session_id: str, filename: str):
+    """下载生成的文件"""
+    session_dir = _validate_session(session_id)
+    if isinstance(session_dir, tuple):
+        return session_dir
+
+    filepath = session_dir / filename
+    if not filepath.exists():
+        return jsonify({"error": "文件不存在"}), 404
+
+    return Response(filepath.read_bytes(), mimetype="application/octet-stream")
+
+
+# ================================================================
+# 辅助函数
+# ================================================================
+
+def _validate_session(session_id: str):
+    session_dir = UPLOAD_BASE / session_id
+    if not session_dir.exists():
+        return jsonify({"error": "会话不存在"}), 404
+    return session_dir
+
+
+def _build_web_config(body: dict) -> dict:
+    """从请求体构建配置"""
+    config = load_project_config()
+    for key in ("username", "password", "default_name", "default_card_no", "default_person_id"):
+        if body.get(key):
+            config[key] = body[key]
+    return config
+
+
+def _escape_sse(text: str) -> str:
+    """SSE 数据转义，同时处理 Windows 行尾 \\r\\n"""
+    return text.replace("\r\n", "\n").replace("\r", "\n").replace("\n", "\ndata: ")
+
+
+if __name__ == "__main__":
+    UPLOAD_BASE.mkdir(parents=True, exist_ok=True)
+    print(f"启动 Web 服务: http://localhost:5000")
+    app.run(host="0.0.0.0", port=5000, debug=True, threaded=True, use_reloader=False)

web/templates/index.html

@@ -0,0 +1,362 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>财务报销自动化</title>
+<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+<style>
+body { background: #f5f7fa; }
+.header { background: linear-gradient(135deg, #667eea 0%, #764ba2 100%); color: #fff; padding: 24px 0 20px; }
+.upload-zone {
+  border: 2px dashed #ccc; border-radius: 12px; padding: 28px; text-align: center;
+  cursor: pointer; transition: all .2s; background: #fff; min-height: 100px;
+}
+.upload-zone:hover, .upload-zone.dragover { border-color: #667eea; background: #f0f2ff; }
+.upload-zone.active { border-color: #28a745; background: #f0fff4; }
+.upload-zone .icon { font-size: 32px; color: #aaa; margin-bottom: 8px; }
+.file-tag { display: inline-block; background: #e8f0fe; border-radius: 4px; padding: 2px 10px; margin: 3px; font-size: 13px; }
+.file-tag .remove { cursor: pointer; color: #c00; margin-left: 6px; font-weight: bold; }
+.log-container { background: #1e1e1e; color: #d4d4d4; border-radius: 8px; padding: 14px; height: 360px; overflow-y: auto; font-family: Consolas, monospace; font-size: 13px; line-height: 1.6; white-space: pre-wrap; word-break: break-all; }
+.log-container .empty { color: #666; font-style: italic; }
+.section-title { font-size: 15px; font-weight: 600; color: #333; margin-bottom: 12px; }
+.btn-process { font-size: 17px; padding: 10px 40px; }
+.status-badge { font-size: 13px; }
+.result-box { background: #fff; border-radius: 8px; padding: 16px; display: none; }
+.result-box a { text-decoration: none; }
+</style>
+</head>
+<body>
+
+<div class="header text-center mb-4">
+  <h3>财务报销自动化</h3>
+  <p class="mb-0 opacity-75">上传发票 PDF 和支付截图，自动提取、OCR 识别并填报</p>
+</div>
+
+<div class="container" style="max-width:960px">
+
+  <!-- 上传区域 -->
+  <div class="row g-3 mb-4">
+    <div class="col-md-6">
+      <div class="section-title">📄 发票 PDF <span class="text-muted fw-normal" style="font-size:12px">（多选）</span></div>
+      <div class="upload-zone" id="pdf-zone" onclick="document.getElementById('pdf-input').click()">
+        <div class="icon">📁</div>
+        <div class="text-muted" style="font-size:13px">点击或拖拽上传 PDF 文件</div>
+        <div id="pdf-list" class="mt-2"></div>
+      </div>
+      <input type="file" id="pdf-input" accept=".pdf" multiple hidden onchange="handleFiles(this, 'pdf')">
+    </div>
+    <div class="col-md-6">
+      <div class="section-title">🖼️ 支付截图 <span class="text-muted fw-normal" style="font-size:12px">（多选）</span></div>
+      <div class="upload-zone" id="img-zone" onclick="document.getElementById('img-input').click()">
+        <div class="icon">🖼️</div>
+        <div class="text-muted" style="font-size:13px">点击或拖拽上传图片文件</div>
+        <div id="img-list" class="mt-2"></div>
+      </div>
+      <input type="file" id="img-input" accept="image/*" multiple hidden onchange="handleFiles(this, 'img')">
+    </div>
+  </div>
+
+  <!-- CSV 快捷上传 -->
+  <div class="mb-4">
+    <div class="section-title">📊 CSV 快捷上传 <span class="text-muted fw-normal" style="font-size:12px">（已有发票数据 CSV 可直接上传，跳过提取和 OCR）</span></div>
+    <div class="upload-zone" id="csv-zone" onclick="document.getElementById('csv-input').click()">
+      <div class="icon">📊</div>
+      <div class="text-muted" style="font-size:13px">点击或拖拽上传 CSV 文件</div>
+      <div id="csv-list" class="mt-2"></div>
+    </div>
+    <input type="file" id="csv-input" accept=".csv" hidden onchange="handleCsvFile(this)">
+  </div>
+
+  <!-- 配置表单 -->
+  <div class="card mb-4">
+    <div class="card-body">
+      <div class="section-title">⚙️ 配置 
+        <span style="font-size:12px;font-weight:normal;cursor:pointer;color:#667eea;margin-left:8px" onclick="document.getElementById('config-upload').click()">
+          📤 上传 config.json
+        </span>
+        <input type="file" id="config-upload" accept=".json" hidden onchange="handleConfigUpload(this)">
+      </div>
+      <div class="row g-2">
+        <div class="col-sm-4">
+          <label class="form-label" style="font-size:12px;margin-bottom:2px">账号 (工号)</label>
+          <input type="text" class="form-control form-control-sm" id="cfg-username" placeholder="202xxxx">
+        </div>
+        <div class="col-sm-4">
+          <label class="form-label" style="font-size:12px;margin-bottom:2px">密码</label>
+          <input type="password" class="form-control form-control-sm" id="cfg-password" placeholder="登录密码">
+        </div>
+        <div class="col-sm-4">
+          <label class="form-label" style="font-size:12px;margin-bottom:2px">默认姓名</label>
+          <input type="text" class="form-control form-control-sm" id="cfg-name" placeholder="张三">
+        </div>
+        <div class="col-sm-3">
+          <label class="form-label" style="font-size:12px;margin-bottom:2px">公务卡号</label>
+          <input type="text" class="form-control form-control-sm" id="cfg-card" placeholder="628288...">
+        </div>
+        <div class="col-sm-3">
+          <label class="form-label" style="font-size:12px;margin-bottom:2px">人员编号</label>
+          <input type="text" class="form-control form-control-sm" id="cfg-person-id" placeholder="202xxxxx">
+        </div>
+        <div class="col-sm-6 d-flex align-items-end">
+          <div class="form-check">
+            <input class="form-check-input" type="checkbox" id="cfg-submit">
+            <label class="form-check-label" for="cfg-submit" style="font-size:13px">同时提交到财务系统（需浏览器自动化）</label>
+          </div>
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <!-- 操作按钮 -->
+  <div class="text-center mb-4">
+    <button class="btn btn-primary btn-process" id="btn-start" onclick="startProcess()">开始处理</button>
+    <span id="status" class="ms-3"></span>
+  </div>
+
+  <!-- 结果 -->
+  <div class="result-box mb-3" id="result-box">
+    <div class="section-title">📊 处理结果</div>
+    <div id="result-content"></div>
+  </div>
+
+  <!-- 日志 -->
+  <div class="section-title">📋 处理日志</div>
+  <div class="log-container mb-4" id="log-box"><div class="empty">等待开始...</div></div>
+
+</div>
+
+<script>
+let sessionId = null;
+const pdfFiles = [], imgFiles = [];
+let csvFile = null;
+
+// ---- Session ----
+async function ensureSession() {
+  if (sessionId) return sessionId;
+  const r = await fetch('/api/session', { method: 'POST' });
+  const d = await r.json();
+  sessionId = d.session_id;
+  return sessionId;
+}
+
+// ---- 上传 ----
+function handleFiles(input, type) {
+  const files = Array.from(input.files);
+  const list = type === 'pdf' ? pdfFiles : imgFiles;
+  const listId = type === 'pdf' ? 'pdf-list' : 'img-list';
+  const zoneId = type === 'pdf' ? 'pdf-zone' : 'img-zone';
+
+  files.forEach(f => {
+    if (!list.find(x => x.name === f.name)) list.push(f);
+  });
+
+  renderFileList(type);
+  document.getElementById(zoneId).classList.add('active');
+  input.value = '';
+}
+
+function removeFile(type, index) {
+  const list = type === 'pdf' ? pdfFiles : imgFiles;
+  list.splice(index, 1);
+  renderFileList(type);
+  if (list.length === 0) {
+    document.getElementById(type === 'pdf' ? 'pdf-zone' : 'img-zone').classList.remove('active');
+  }
+}
+
+function renderFileList(type) {
+  const list = type === 'pdf' ? pdfFiles : imgFiles;
+  const box = document.getElementById(type === 'pdf' ? 'pdf-list' : 'img-list');
+  box.innerHTML = list.map((f, i) =>
+    `<span class="file-tag">${f.name}<span class="remove" onclick="event.stopPropagation();removeFile('${type}',${i})">&times;</span></span>`
+  ).join('');
+}
+
+// ---- CSV 上传 ----
+function handleCsvFile(input) {
+  const file = input.files[0];
+  if (!file) return;
+  csvFile = file;
+  document.getElementById('csv-zone').classList.add('active');
+  document.getElementById('csv-list').innerHTML =
+    `<span class="file-tag">${file.name}<span class="remove" onclick="event.stopPropagation();removeCsvFile()">&times;</span></span>`;
+  input.value = '';
+}
+
+function removeCsvFile() {
+  csvFile = null;
+  document.getElementById('csv-zone').classList.remove('active');
+  document.getElementById('csv-list').innerHTML = '';
+}
+
+// ---- 配置上传 ----
+function handleConfigUpload(input) {
+  const file = input.files[0];
+  if (!file) return;
+  const reader = new FileReader();
+  reader.onload = function(e) {
+    try {
+      const cfg = JSON.parse(e.target.result);
+      const map = {
+        'cfg-username': cfg.username,
+        'cfg-password': cfg.password,
+        'cfg-name': cfg.default_name,
+        'cfg-card': cfg.default_card_no,
+        'cfg-person-id': cfg.default_person_id,
+      };
+      for (const [id, val] of Object.entries(map)) {
+        if (val) document.getElementById(id).value = val;
+      }
+      alert('配置已加载');
+    } catch (err) {
+      alert('config.json 解析失败: ' + err.message);
+    }
+  };
+  reader.readAsText(file);
+  input.value = '';
+}
+
+// ---- 拖拽 ----
+['pdf','img'].forEach(type => {
+  const zone = document.getElementById(type + '-zone');
+  zone.addEventListener('dragover', e => { e.preventDefault(); zone.classList.add('dragover'); });
+  zone.addEventListener('dragleave', () => zone.classList.remove('dragover'));
+  zone.addEventListener('drop', e => {
+    e.preventDefault();
+    zone.classList.remove('dragover');
+    const files = Array.from(e.dataTransfer.files).filter(f => {
+      if (type === 'pdf') return f.name.toLowerCase().endsWith('.pdf');
+      /\.(png|jpe?g|bmp|webp)$/i.test(f.name);
+    });
+    if (files.length) {
+      const list = type === 'pdf' ? pdfFiles : imgFiles;
+      files.forEach(f => { if (!list.find(x => x.name === f.name)) list.push(f); });
+      renderFileList(type);
+      zone.classList.add('active');
+    }
+  });
+});
+
+// CSV 拖拽
+const csvZone = document.getElementById('csv-zone');
+csvZone.addEventListener('dragover', e => { e.preventDefault(); csvZone.classList.add('dragover'); });
+csvZone.addEventListener('dragleave', () => csvZone.classList.remove('dragover'));
+csvZone.addEventListener('drop', e => {
+  e.preventDefault();
+  csvZone.classList.remove('dragover');
+  const file = Array.from(e.dataTransfer.files).find(f => f.name.toLowerCase().endsWith('.csv'));
+  if (file) handleCsvFile({ files: [file] });
+});
+
+// ---- 处理 ----
+async function startProcess() {
+  const isCsvMode = !!csvFile;
+  if (!isCsvMode && !pdfFiles.length && !imgFiles.length) {
+    alert('请先上传文件或 CSV');
+    return;
+  }
+
+  const btn = document.getElementById('btn-start');
+  btn.disabled = true;
+  btn.textContent = '处理中...';
+  document.getElementById('status').innerHTML = '<span class="badge bg-warning status-badge">上传中...</span>';
+  document.getElementById('log-box').innerHTML = '';
+  document.getElementById('result-box').style.display = 'none';
+
+  try {
+    await ensureSession();
+
+    if (isCsvMode) {
+      // CSV 模式：只上传 CSV 文件
+      const fd = new FormData();
+      fd.append('file', csvFile);
+      await fetch(`/api/upload-csv/${sessionId}`, { method: 'POST', body: fd });
+    } else {
+      // 传统模式：上传 PDF 和图片
+      const allFiles = [...pdfFiles.map(f => ({f, t:'pdf'})), ...imgFiles.map(f => ({f, t:'img'}))];
+      for (const {f} of allFiles) {
+        const fd = new FormData();
+        fd.append('file', f);
+        await fetch(`/api/upload/${sessionId}`, { method: 'POST', body: fd });
+      }
+    }
+
+    document.getElementById('status').innerHTML = '<span class="badge bg-info status-badge">处理中...</span>';
+
+    // 启动管道
+    const cfg = {
+      username: document.getElementById('cfg-username').value,
+      password: document.getElementById('cfg-password').value,
+      default_name: document.getElementById('cfg-name').value,
+      default_card_no: document.getElementById('cfg-card').value,
+      default_person_id: document.getElementById('cfg-person-id').value,
+      submit: document.getElementById('cfg-submit').checked,
+      mode: isCsvMode ? 'csv' : 'auto',
+    };
+
+    await fetch(`/api/process/${sessionId}`, {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify(cfg),
+    });
+
+  // 监听 SSE 日志
+  const es = new EventSource(`/api/logs/${sessionId}`);
+  const logBox = document.getElementById('log-box');
+  let firstLine = true;
+
+  es.addEventListener('message', e => {
+    if (firstLine) { logBox.innerHTML = ''; firstLine = false; }
+    // 尝试解析 JSON（完成信号），否则按日志文本处理
+    try {
+      const msg = JSON.parse(e.data);
+      if (msg.type === 'done') {
+        es.close();
+        const result = msg.result;
+        document.getElementById('status').innerHTML = result.ok
+          ? '<span class="badge bg-success status-badge">完成</span>'
+          : '<span class="badge bg-danger status-badge">失败</span>';
+        btn.disabled = false;
+        btn.textContent = '开始处理';
+        if (result.ok) {
+          showResult(result);
+        } else {
+          document.getElementById('result-box').style.display = 'block';
+          document.getElementById('result-content').innerHTML = '<span class="text-danger">' + (result.error || '处理失败') + '</span>';
+        }
+        return;
+      }
+    } catch (err) {}
+    logBox.innerHTML += e.data;
+    logBox.scrollTop = logBox.scrollHeight;
+  });
+
+  es.onerror = () => {
+    es.close();
+    document.getElementById('status').innerHTML = '<span class="badge bg-danger status-badge">连接中断</span>';
+    btn.disabled = false;
+    btn.textContent = '开始处理';
+  };
+
+  } catch (e) {
+    alert('请求失败: ' + (e.message || '未知错误'));
+    btn.disabled = false;
+    btn.textContent = '开始处理';
+    document.getElementById('status').innerHTML = '<span class="badge bg-danger status-badge">失败</span>';
+  }
+}
+
+function showResult(r) {
+  const box = document.getElementById('result-box');
+  box.style.display = 'block';
+  const mdLink = r.md_url ? `<a class="btn btn-sm btn-outline-secondary" href="${r.md_url}" download>下载 Markdown</a>` : '';
+  document.getElementById('result-content').innerHTML = `
+    <p>处理 <b>${r.invoice_count}</b> 张发票，耗时 ${r.elapsed}</p>
+    <a class="btn btn-sm btn-outline-primary me-2" href="${r.csv_url}" download>下载 CSV</a>
+    ${mdLink}
+  `;
+}
+</script>
+</body>
+</html>

报销操作指南.md

@@ -0,0 +1,302 @@
+# 阜阳师范大学财务报销系统 - 自动化脚本操作指南
+
+> 适用场景：日常报销录入（基于 `reimburse.py` 脚本）
+> 最后更新：2026-05-23
+
+---
+
+## 一、系统概览
+
+```
+整体流程:
+
+信息门户(SSO登录) → 财务系统入口 → 单点登录页 → 网络报销 → 日常报销录入
+(tyrz.fynu.edu.cn)   (点击"财务系统")  (新标签页)   (a:has(img))   (/expen/common/common)
+
+目标系统: http://210.45.32.214:8081
+用户: 王建锋 (工号: 202407021)
+```
+
+### 关键 URL
+
+| 系统 | URL | 说明 |
+|------|-----|------|
+| SSO 登录 | `https://tyrz.fynu.edu.cn/sso/login` | 统一认证入口 |
+| 信息门户 | `https://tyrz.fynu.edu.cn/oshall` | 登录后跳转目标 |
+| 报销系统 | `http://210.45.32.214:8081` | 网络报销主系统 |
+| 日常报销录入 | `/expen/common/common?v=4.0` | 目标录入页面 |
+
+---
+
+## 二、数据准备
+
+### 2.1 发票数据 CSV
+
+脚本从 `invoice_summary.csv`（GBK 编码）读取发票数据，CSV 需包含以下列：
+
+| 列名 | 说明 | 示例 |
+|------|------|------|
+| 序号 | 发票序号 | 1, 2, 3... |
+| 发票号码 | 发票编号 | 26442000005432652421 |
+| 开票日期 | 发票开具日期 | 2026/5/18 |
+| 项目名称 | 采购项目名称 | 电阻一批 |
+| 规格型号 | 规格型号 | — |
+| 价税合计 | 发票金额 | 2900.00 |
+| 销售方名称 | 商户/销售方 | 佛山市泓宇芯科技有限公司 |
+| 人员姓名 | 报销人 | 王建锋（默认值） |
+| 刷卡日期 | 公务卡消费日期 | 2026/5/18 → 自动转为 2026-05-18 |
+| 公务卡号 | 公务卡卡号 | 6282880139161682（默认值） |
+| 刷卡金额 | 实际刷卡金额 | 2900.00 |
+| 备注 | 备注信息 | — |
+| 工号 | 人员工号 | 202407021（默认值） |
+
+### 2.2 附件文件
+
+脚本自动扫描当前工作目录下所有 `.pdf` 文件，按文件名排序后与发票一一对应上传。确保 PDF 文件名与发票顺序一致。
+
+---
+
+## 三、脚本执行流程
+
+### 运行方式
+
+```bash
+python reimburse.py --data invoice_summary.csv
+```
+
+支持命令行覆盖配置：
+
+```bash
+python reimburse.py \
+  --data invoice_summary.csv \
+  --username 202407021 \
+  --password "your_password" \
+  --user-data-dir browser_profile
+```
+
+### 执行步骤
+
+脚本按以下顺序自动执行，截图保存在 `images/` 目录：
+
+```
+Step 0: 登录信息门户
+  ├── 访问 SSO 登录页
+  ├── 填写工号 + 密码
+  ├── 勾选用户协议复选框
+  ├── 点击"登录"按钮
+  └── 等待跳转到信息门户 (zs-uip/oshall/portal)
+
+Step 1: 进入报销系统
+  ├── 点击"财务系统"快捷入口
+  ├── 等待新标签页打开 (含 dddl 或 210.45.32.214)
+  ├── 切换到新标签页
+  ├── 关闭旧标签页
+  ├── 通过 a:has(img[src*="wlbx"]) 定位"网络报销"链接
+  ├── 提取链接 URL 并导航
+  ├── 等待"报销录入"文本出现
+  └── 导航到 /expen/common/common?v=4.0
+
+Step 2: 创建新报销单
+  ├── 等待 2 秒
+  ├── 点击 button:has-text("新增")
+  └── 等待表单加载 3 秒
+
+Step 3: 填写基本信息
+  ├── 填写 #EXPENEXPLAIN → "元器件采购报销"
+  ├── 点击 #PROJECTCODE 打开项目选择弹窗
+  ├── 在 #promodal .fixed-table-body tbody tr 中点击第一行
+  └── 点击 #saveAndNext 进入下一步
+
+Step 4: 录入报销明细（一条总明细）
+  ├── 计算所有发票的刷卡金额合计
+  ├── 点击 #insertDetail 打开增加明细弹窗
+  ├── 点击 #economicscode2 打开经济科目选择
+  ├── 在 #econmodal 中选择第 3 行经济科目
+  ├── 填写单据数 = 发票张数
+  ├── 填写报销总金额 = 刷卡金额合计
+  └── 点击 #detailAdd 确认
+
+Step 5: 录入支付方式（逐张发票）
+  ├── 点击 "下一步(支付方式)"
+  ├── 对每张发票循环:
+  │   ├── 点击 #insertPay
+  │   ├── 填写 #personid2 (工号)
+  │   ├── 填写 #accountname2 (姓名)
+  │   ├── 填写 #receiptdate2 (刷卡日期)
+  │   ├── 填写 #localaccount2 (固定卡号: 6282880139161682)
+  │   ├── 填写 #receiptmoney2 (刷卡金额)
+  │   ├── 填写 #money2 (实报金额 = 刷卡金额)
+  │   ├── 填写 #merchant2 (销售方名称)
+  │   ├── 填写 #smark2 (备注)
+  │   └── 点击 #payAdd 确认
+  └── 所有发票录入完成
+
+Step 6: 上传附件（逐张发票）
+  ├── 点击 #next3 切换到附件清单页面
+  ├── 对每张发票循环:
+  │   ├── 点击 #insertAcc 打开附件弹窗
+  │   ├── select_option #fjlx → '1' (发票类型)
+  │   ├── 填写 #fpsmxx (项目名称 - 发票号码)
+  │   ├── set_input_files #file (对应 PDF 文件)
+  │   └── 点击 #cjtj 确认
+  └── 所有附件上传完成
+
+提交阶段:
+  └── 点击 #submit (当前已注释，需手动取消注释)
+```
+
+---
+
+## 四、页面元素速查
+
+### 基本信息页 (Step 3)
+
+| 字段 | 选择器 | 操作 |
+|------|--------|------|
+| 报销说明 | `#EXPENEXPLAIN` | fill |
+| 项目代码 | `#PROJECTCODE` | click → 弹窗选择 |
+| 项目弹窗 | `#promodal .fixed-table-body tbody tr` | 点击第一行 |
+| 下一步按钮 | `#saveAndNext` | click |
+
+### 报销明细页 (Step 4)
+
+| 字段 | 选择器 | 操作 |
+|------|--------|------|
+| 增加按钮 | `#insertDetail` | click |
+| 经济事项代码 | `#economicscode2` | click → 弹窗选择 |
+| 经济科目弹窗 | `#econmodal .fixed-table-body tbody tr` | 点击第 3 行 |
+| 单据数 | `input[name="expenPwCommondetail.HOWBILLS"]` | fill |
+| 报销总金额 | `#je_zwzcdz` | fill |
+| 确定按钮 | `#detailAdd` | click |
+
+### 支付方式页 (Step 5)
+
+| 字段 | 选择器 | 操作 |
+|------|--------|------|
+| 增加按钮 | `#insertPay` | click |
+| 人员编号 | `#personid2` | fill |
+| 人员姓名 | `#accountname2` | fill |
+| 刷卡日期 | `#receiptdate2` | fill |
+| 公务卡号 | `#localaccount2` | fill (固定值) |
+| 刷卡金额 | `#receiptmoney2` | fill |
+| 实报金额 | `#money2` | fill |
+| 商户 | `#merchant2` | fill |
+| 备注 | `#smark2` | fill |
+| 确定按钮 | `#payAdd` | click |
+
+### 附件清单页 (Step 6)
+
+| 字段 | 选择器 | 操作 |
+|------|--------|------|
+| 增加按钮 | `#insertAcc` | click |
+| 附件类型 | `#fjlx` | select_option → '1'(发票) |
+| 附件说明 | `#fpsmxx` | fill |
+| 文件上传 | `#file` | set_input_files |
+| 确定按钮 | `#cjtj` | click |
+
+### 提交
+
+| 操作 | 选择器 |
+|------|--------|
+| 提交按钮 | `#submit` |
+| 提交按钮(备用) | `#submit2` |
+
+---
+
+## 五、数据流向
+
+```
+invoice_summary.csv (GBK)
+    │
+    ▼ load_invoice_data()
+    │
+    ├── 读取 CSV 行
+    ├── 日期格式转换 (2026/5/18 → 2026-05-18)
+    ├── 填充默认值 (姓名/卡号/工号)
+    └── 输出: list[dict]
+            │
+            ▼ add_reimburse_items()
+            ├── 计算: card_amount = sum(所有发票刷卡金额)
+            ├── 单据数 = len(invoices)
+            └── 录入 1 条总明细
+            │
+            ▼ fill_payment()
+            └── 对每张发票录入 1 条支付记录
+            │
+            ▼ upload_attachments()
+            ├── 扫描 *.pdf 文件
+            └── 按索引匹配发票 → PDF，逐张上传
+```
+
+---
+
+## 六、关键设计说明
+
+### 6.1 浏览器复用
+
+脚本使用 `launch_persistent_context` 持久化浏览器上下文，登录状态保存在 `browser_profile/` 目录。再次运行时复用已有会话，无需重复登录。
+
+### 6.2 明细录入策略
+
+脚本采用"一条总明细"策略：将所有发票合并为一条报销明细，报销总金额为所有发票刷卡金额之和，单据数为发票总张数。支付方式则逐张发票分别录入，每张发票对应一条支付记录。
+
+### 6.3 经济科目选择
+
+脚本在经济科目弹窗中固定选择第 3 行。如需更改科目，修改 `rows[2]` 的索引即可。
+
+### 6.4 项目选择
+
+脚本在项目选择弹窗中固定选择第 1 行。如需更改项目，修改 `first_row` 的选择逻辑即可。
+
+### 6.5 网络报销链接动态获取
+
+单点登录页的"网络报销"链接参数每次不同，脚本通过 `a:has(img[src*="wlbx"])` 精确定位链接，动态提取 `href` 属性后导航，不硬编码 URL。
+
+### 6.6 提交控制
+
+脚本默认注释了 `bot.submit()` 调用。完成所有录入后停留在附件清单页面，需人工确认数据无误后，取消注释 `bot.submit()` 再运行，或手动点击提交按钮。
+
+---
+
+## 七、日志与调试
+
+### 日志输出
+
+- 控制台实时输出（DEBUG 级别）
+- 文件日志：`reimburse.log`（UTF-8 编码）
+
+### 截图保存
+
+每个关键步骤自动截图到 `images/` 目录：
+
+| 截图文件 | 对应步骤 |
+|----------|----------|
+| `debug_portal_loaded.png` | 登录成功 |
+| `debug_step3_project_modal.png` | 项目弹窗打开 |
+| `debug_step3_project_selected.png` | 项目选择完成 |
+| `debug_step3_done.png` | 基本信息完成 |
+| `debug_after_add_click.png` | 点击新增后 |
+| `debug_item_total.png` | 总明细录入完成 |
+| `debug_step5_done.png` | 支付方式完成 |
+| `debug_step6_done.png` | 附件上传完成 |
+| `debug_submitted.png` | 提交完成 |
+| `debug_error.png` | 异常状态 |
+
+### 超时设置
+
+- 页面默认超时：30 秒
+- 登录门户等待：最多 30 秒
+- 单点登录页等待：最多 15 秒
+
+---
+
+## 八、常见问题
+
+| 问题 | 原因 | 解决方案 |
+|------|------|----------|
+| 登录超时 | SSO 需要手动验证码/微信扫码 | 手动完成验证后脚本继续 |
+| 未找到财务系统入口 | 门户页面结构变化 | 检查 `images/debug_*` 截图定位 |
+| 经济科目选择失败 | 弹窗加载延迟 | 检查超时设置，增加等待时间 |
+| 附件上传失败 | PDF 文件不存在或路径错误 | 确认 PDF 在当前工作目录 |
+| 金额不匹配 | 明细合计 ≠ 支付合计 | 检查 CSV 数据中刷卡金额 |
+| 提交被拦截 | 必填项为空 | 检查 `reimburse.log` 定位失败步骤 |