526 lines
12 KiB
Markdown
526 lines
12 KiB
Markdown
---
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last_reviewed: 2026-06-09
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---
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# 财务报销自动化 — API 文档
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> 基础地址: `http://localhost:5000`
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> 启动: `uv run python src/web/app.py`
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## 总览
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| # | 方法 | 路径 | 说明 |
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|---|------|------|------|
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| 1 | GET | `/` | PC 端主页 |
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| 2 | POST | `/api/session` | 创建会话 |
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| 3 | POST | `/api/upload/<session_id>` | 上传文件（PDF/图片） |
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| 4 | POST | `/api/upload-csv/<session_id>` | 上传 CSV 发票数据 |
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| 5 | GET | `/api/files/<session_id>` | 列出会话目录中的文件 |
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| 6 | POST | `/api/process/<session_id>` | 启动处理（提取+LLM识别+出库单） |
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| 7 | GET | `/api/logs/<session_id>` | SSE 日志流 |
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| 8 | GET | `/api/download/<session_id>/<filename>` | 下载生成的文件 |
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| 9 | GET | `/api/data/<session_id>` | 获取发票数据（JSON） |
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| 10 | POST | `/api/save/<session_id>` | 保存编辑后的发票数据 |
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| 11 | POST | `/api/submit-financial/<session_id>` | 提交到财务系统 |
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| 12 | GET | `/mobile/<session_id>` | 移动端上传页面 |
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| 13 | POST | `/api/mobile-upload/<session_id>` | 移动端上传图片 |
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---
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## 会话与目录
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- 调用 `POST /api/session` 获得 `session_id`
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- 该会话下所有文件存放在 `src/web/uploads/<session_id>/`
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- 典型产物：`invoice_summary.csv`、`易耗品、出库单.doc`、`config.json`、`session.log`、`result.json`
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---
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## 接口详情
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### 1. 创建会话
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```
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POST /api/session
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```
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**响应:**
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```json
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{ "session_id": "a1b2c3d4e5f6" }
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```
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---
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### 2. 上传文件（PDF/图片）
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```
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POST /api/upload/<session_id>
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Content-Type: multipart/form-data
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```
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| 字段 | 类型 | 说明 |
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|------|------|------|
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| file | File | PDF 发票或支付截图 |
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**响应（成功）:**
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```json
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{ "ok": true, "filename": "1. 电容一批.pdf" }
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```
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**响应（失败）:**
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```json
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{ "error": "未选择文件" }
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```
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HTTP `400`
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---
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### 3. 上传 CSV 发票数据
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```
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POST /api/upload-csv/<session_id>
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Content-Type: multipart/form-data
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```
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| 字段 | 类型 | 说明 |
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|------|------|------|
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| file | File | 发票汇总 CSV |
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**响应（成功）:**
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```json
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{ "ok": true, "filename": "invoice_summary.csv" }
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```
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> 上传 CSV 后可跳过 PDF 提取和 LLM 识别，直接进入处理/编辑流程。
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---
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### 4. 列出会话文件
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```
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GET /api/files/<session_id>
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```
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**响应:**
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```json
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{
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"pdfs": ["1. 电容一批.pdf"],
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"images": ["payment_01.jpg"]
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}
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```
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`images` 包含扩展名：`.png`、`.jpg`、`.jpeg`、`.bmp`、`.webp`。
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---
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### 5. 启动管道处理
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```
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POST /api/process/<session_id>
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Content-Type: application/json
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```
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**请求体:**
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| 字段 | 类型 | 必填 | 说明 |
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|------|------|------|------|
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| mode | string | 否 | `"pdf"` / `"csv"` / `"auto"`（默认 `auto`） |
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| username | string | 否 | 财务系统工号 |
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| password | string | 否 | 登录密码 |
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| default_name | string | 否 | 默认报销人姓名 |
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| default_card_no | string | 否 | 默认公务卡号 |
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| default_person_id | string | 否 | 默认人员编号 |
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| consumable_storage | string | 否 | 出库单存放地点；未填则用 `config.json` 中的值 |
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**mode 行为:**
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| mode | 行为 |
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|------|------|
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| `auto` | 仅有 CSV、无 PDF → CSV 模式；否则 → PDF 提取 + LLM 识别 |
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| `csv` | 使用已上传 CSV，跳过提取与 LLM 识别 |
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| `pdf` | 执行 PDF 提取 + LLM 识别 |
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**处理内容（PDF 模式）:**
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1. 从会话目录 PDF 提取发票信息 → `invoice_summary.csv`
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2. 对支付截图多模态 LLM 识别，回填刷卡字段
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3. 根据发票类型自动分类：差旅发票（高铁票/酒店住宿）不生成出库单；普通发票从模板复制并自动填写
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配置会写入 `src/web/uploads/<session_id>/config.json`。
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**响应（立即）:**
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```json
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{ "status": "started" }
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```
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处理在后台线程执行，进度与结果通过 `GET /api/logs/<session_id>`（SSE）获取。
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**SSE 完成时 `result` 示例（成功）:**
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```json
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{
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"ok": true,
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"elapsed": "45.2s",
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"invoice_count": 4,
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"csv_url": "/api/download/<session_id>/invoice_summary.csv",
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"travel_count": 2,
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"general_count": 2,
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"doc_url": "/api/download/<session_id>/%E6%98%93%E8%80%97%E5%93%81%E3%80%81%E5%87%BA%E5%BA%93%E5%8D%95.doc",
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"doc_ok": true
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}
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```
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**纯差旅发票（跳过出库单生成）:**
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```json
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{
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"ok": true,
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"invoice_count": 3,
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"csv_url": "/api/download/<session_id>/invoice_summary.csv",
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"travel_count": 3,
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"general_count": 0,
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"doc_ok": null,
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"doc_skipped": true,
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"doc_message": "差旅发票无需生成易耗品出库单"
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}
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```
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**出库单生成失败时（CSV 等仍可能成功）:**
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```json
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{
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"ok": true,
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"invoice_count": 4,
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"csv_url": "/api/download/<session_id>/invoice_summary.csv",
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"travel_count": 2,
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"general_count": 2,
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"doc_ok": false,
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"doc_error": "服务器未安装 pywin32，无法生成 Word 出库单"
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}
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```
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**字段说明:**
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| 字段 | 类型 | 说明 |
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|------|------|------|
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| `travel_count` | int | 差旅发票数量（高铁票/酒店住宿） |
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| `general_count` | int | 普通发票数量 |
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| `doc_ok` | bool/null | `true`=成功，`false`=失败，`null`=已跳过（纯差旅发票） |
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| `doc_skipped` | bool | 是否因纯差旅发票而跳过出库单生成 |
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| `doc_message` | string | 跳过时的提示信息 |
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---
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### 6. SSE 日志流
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```
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GET /api/logs/<session_id>
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Accept: text/event-stream
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```
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**日志行格式:**
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```
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data: 2026-05-26 12:00:01 [INFO ] extractor: 正在提取发票...
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```
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**结束消息:**
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```json
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{
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"type": "done",
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"result": { }
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}
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```
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`result` 结构取决于触发来源：
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| 来源 | 典型字段 |
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|------|----------|
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| `/api/process` | `ok`, `elapsed`, `invoice_count`, `csv_url`, `travel_count`, `general_count`, `doc_url`, `doc_ok`, `doc_skipped`, `doc_error` |
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| `/api/submit-financial` | `ok`, `submit_ok`, `submit_error` |
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> SSE 超时时间为 10 分钟（600 秒）。
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---
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### 7. 下载文件
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```
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GET /api/download/<session_id>/<filename>
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```
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**响应:** 文件二进制流，带 `Content-Disposition: attachment` 与 UTF-8 文件名。
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| 扩展名 | Content-Type |
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|--------|----------------|
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| `.csv` | `text/csv; charset=utf-8` |
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| `.doc` | `application/msword` |
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| 其它 | `application/octet-stream` |
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**常见文件名:**
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| 文件名 | 说明 |
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|--------|------|
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| `invoice_summary.csv` | 发票汇总（含 LLM 识别结果） |
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| `易耗品、出库单.doc` | 自动填写的出库单 |
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| 用户上传的 CSV 名 | CSV 快捷模式下的原始文件 |
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**错误:**
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```json
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{ "error": "文件不存在" }
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```
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HTTP `404`。`filename` 仅允许会话目录内的文件名（防止路径穿越）。
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---
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### 8. 获取发票数据
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```
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GET /api/data/<session_id>
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```
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**响应:**
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```json
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{
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"csv_filename": "invoice_summary.csv",
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"fields": [
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"序号", "发票号码", "开票日期", "项目名称", "规格型号",
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"价税合计", "销售方名称", "人员姓名", "刷卡日期",
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"公务卡号", "刷卡金额", "备注", "工号"
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],
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"data": [
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{
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"__row": 0,
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"序号": "1",
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"发票号码": "26442000005432755951",
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"价税合计": "2900.00"
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}
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]
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}
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```
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- `fields`：列顺序
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- `data[].__row`：内部行索引（保存时不需要提交，服务端按数组顺序写回）
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**错误:** `404` 未找到 CSV；`500` 读取失败。
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---
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### 9. 保存编辑后的发票数据
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```
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POST /api/save/<session_id>
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Content-Type: application/json
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```
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**请求体:**
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```json
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{
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"csv_filename": "invoice_summary.csv",
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"data": [
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{
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"序号": "1",
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"发票号码": "26442000005432755951",
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"开票日期": "2026/05/18",
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"项目名称": "...",
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"规格型号": "...",
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"价税合计": "2900.00",
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"销售方名称": "...",
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"人员姓名": "",
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"刷卡日期": "2026/04/28",
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"公务卡号": "",
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"刷卡金额": "2850.00",
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"备注": "",
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"工号": "202407021"
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}
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]
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}
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```
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**响应（成功）:**
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```json
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{
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"ok": true,
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"doc_ok": true,
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"doc_url": "/api/download/<session_id>/%E6%98%93%E8%80%97%E5%93%81%E3%80%81%E5%87%BA%E5%BA%93%E5%8D%95.doc"
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}
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```
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保存后会根据最新 CSV **重新生成** 出库单 Word（与会话 `config.json` 中的 `consumable_storage` 等配置一致）。
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**纯差旅发票跳过出库单:**
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```json
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{
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"ok": true,
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"doc_ok": null,
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"doc_skipped": true
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}
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```
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**出库单生成失败:**
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```json
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{
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"ok": true,
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"doc_ok": false,
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"doc_error": "出库单模板不存在，请将模板放在项目根目录"
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}
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```
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---
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### 10. 提交到财务系统
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```
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POST /api/submit-financial/<session_id>
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```
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**前置条件:**
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- 会话目录存在 `config.json`（由 `/api/process` 写入），否则返回 `400`
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- 存在可用的发票 CSV（通常为 `invoice_summary.csv`）
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**说明:**
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- 前端一般在提交前调用 `/api/save` 保存表格修改
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- 本接口**不会**自动执行发票提取或 LLM 识别
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- 根据发票类型选择填报模式：纯差旅发票走差旅报销流程，含普通发票走普通报销流程
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**响应（立即）:**
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```json
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{ "status": "started" }
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```
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**SSE 完成示例:**
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```json
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{
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"type": "done",
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"result": {
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"ok": true,
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"submit_ok": true
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}
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}
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```
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失败时 `submit_ok: false`，`submit_error` 为错误描述。
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---
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### 11. 移动端上传页面
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```
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GET /mobile/<session_id>
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```
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返回移动端 HTML 页面。扫码上传的图片与 PC 端共用同一会话目录；PC 通过轮询 `GET /api/files/<session_id>` 同步文件列表。
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---
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### 12. 移动端上传图片
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```
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POST /api/mobile-upload/<session_id>
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Content-Type: multipart/form-data
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```
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| 字段 | 类型 | 说明 |
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|------|------|------|
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| file | File | 图片文件 |
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逻辑与 `POST /api/upload/<session_id>` 相同。
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---
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## 错误码汇总
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| HTTP | 场景 |
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|------|------|
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| 400 | 参数缺失、未找到配置等 |
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| 404 | `session_id` 不存在、文件不存在 |
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| 500 | CSV 读取失败等内部错误 |
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统一错误体:
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```json
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{ "error": "错误描述" }
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```
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---
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## 发票类型分类
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系统自动将发票分为两类，影响出库单生成和后续报销流程：
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| 类型 | 判断依据 | 出库单 | 报销流程 |
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|------|----------|--------|----------|
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| 差旅发票 | 高铁票、酒店住宿等 | 不生成 | 差旅报销 |
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| 普通发票 | 其他（办公用品、耗材等） | 自动生成 | 普通报销 |
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`/api/process` 和 `/api/save` 的响应中 `travel_count` / `general_count` 即为分类统计。
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---
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## 端到端流程
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```mermaid
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sequenceDiagram
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participant PC as PC 端
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participant Server as Server
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participant Mobile as 移动端
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participant Word as Word COM
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PC->>Server: POST /api/session
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Server-->>PC: session_id
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PC->>Server: POST /api/upload/{sid}
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PC->>Server: POST /api/process/{sid}
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Note over Server: PDF 提取 + LLM 识别 + 写 config.json
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alt 含普通发票
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Server->>Word: 从模板复制并填写出库单
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else 纯差旅发票
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Note over Server: 跳过出库单生成
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end
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Server-->>PC: SSE done (csv_url, doc_url, ...)
|
||
|
||
PC->>Server: GET /api/data/{sid}
|
||
Server-->>PC: fields + data
|
||
PC->>Server: POST /api/save/{sid}
|
||
Note over Server: 更新 CSV，重新生成出库单
|
||
Server-->>PC: doc_url
|
||
|
||
PC->>Server: GET /api/download/{sid}/易耗品、出库单.doc
|
||
|
||
PC->>Server: POST /api/submit-financial/{sid}
|
||
Note over Server: Playwright 浏览器填报
|
||
Server-->>PC: SSE done (submit_ok)
|
||
|
||
Mobile->>Server: POST /api/mobile-upload/{sid}
|
||
PC->>Server: GET /api/files/{sid} (轮询)
|
||
```
|
||
|
||
---
|
||
|
||
## 相关 CLI
|
||
|
||
不经过 Web、在本地直接填写出库单：
|
||
|
||
```bash
|
||
uv run python -m src.doc.fill_consumable_doc --csv invoice_summary.csv --doc "易耗品、出库单.doc"
|
||
```
|
||
|
||
详见 [README.md](./README.md)。 |