@steedos-labs/plugin-workflow 3.0.54 → 3.0.56

package/main/default/manager/uuflow_manager.js

@@ -803,6 +803,79 @@ UUFlowManager.setFormFieldVariable = async function (fields, __values, space_id)
     }
 };
 
+/**
+ * 按需为条件表达式中以 {fieldCode.xxx} 形式引用了属性的 lookup/odata 字段查询完整记录
+ * 仅当字段值是纯字符串（新版 lookup ID）时才查询，旧版对象值直接跳过
+ */
+UUFlowManager.enrichLookupFieldValues = async function (fields, __values, lines) {
+    if (!lines || !fields) return;
+
+    // 1. 收集所有条件表达式
+    const allConditions = lines
+        .filter(l => l.condition)
+        .map(l => l.condition)
+        .join(' ');
+
+    if (!allConditions) return;
+
+    // 2. 提取所有 {fieldCode.xxx} 中的 fieldCode（不限定 .xxx 的内容，如 @label）
+    const dotAccessRegex = /\{(\w+)\./g;
+    const referencedFieldCodes = new Set();
+    let match;
+    while ((match = dotAccessRegex.exec(allConditions)) !== null) {
+        referencedFieldCodes.add(match[1]);
+    }
+
+    if (referencedFieldCodes.size === 0) return;
+
+    // 3. 建立 fieldCode → field 的映射（含 section 内嵌字段）
+    const fieldMap = {};
+    for (const field of fields) {
+        if (field.type === 'section' && field.fields) {
+            for (const f of field.fields) { fieldMap[f.code] = f; }
+        } else if (field.type === 'table' && field.fields) {
+            for (const f of field.fields) { fieldMap[f.code] = f; }
+        } else {
+            fieldMap[field.code] = field;
+        }
+    }
+
+    // 4. 仅对 odata/lookup 类型、且值为纯字符串的字段查询
+    for (const code of referencedFieldCodes) {
+        const field = fieldMap[code];
+        if (!field) continue;
+        if (field.type !== 'odata' && field.type !== 'lookup') continue;
+
+        const val = __values[code];
+        if (!val || typeof val === 'object') continue; // 已是对象，无需处理
+
+        // 从 odata 的 url 或 lookup 的 reference_to 获取对象名
+        let objectName = null;
+        if (field.type === 'odata' && field.url) {
+            // url 格式通常为: /api/odata/v4/{spaceId}/{objectName}
+            const parts = field.url.replace(/\/$/, '').split('/');
+            objectName = parts[parts.length - 1];
+        } else if (field.type === 'lookup' && field.reference_to) {
+            objectName = field.reference_to;
+        }
+
+        if (!objectName) continue;
+
+        try {
+            const obj = getObject(objectName);
+            const record = await obj.findOne(val, { fields: { name: 1 } });
+            if (record) {
+                __values[code] = {
+                    _id: val,
+                    "@label": record.name || val
+                };
+            }
+        } catch (e) {
+            console.warn(`[workflow/engine] enrichLookupFieldValues: failed to enrich field "${code}" from "${objectName}": ${e.message}`);
+        }
+    }
+};
+
 function isSkipStep(instance, step) {
     return instance.skip_steps?.includes(step._id);
 }
@@ -864,7 +937,7 @@ UUFlowManager.initFormulaValues = async function (instance, values) {
  * @param {Object} values - Form values
  * @returns {Array} Array of next step IDs
  */
-UUFlowManager.getNextSteps = async function (instance, flow, step, judge, values) {
+UUFlowManager.getNextSteps = async function (instance, flow, step, judge, values, showSkipStep=false) {
     const step_type = step.step_type;
     let nextSteps = [];
     
@@ -885,6 +958,9 @@ UUFlowManager.getNextSteps = async function (instance, flow, step, judge, values
         // Set form field variables
         await UUFlowManager.setFormFieldVariable(formVersion.fields, __values, instance.space);
         
+        // 按需为 lookup/odata 字段补充对象值，使 {field.@label} 等属性访问可用
+        await UUFlowManager.enrichLookupFieldValues(formVersion.fields, __values, step.lines);
+        
         // Evaluate conditions
         const reg = /(\{[^{}]*\})/g;
         const prefix = "__values";
@@ -1001,7 +1077,7 @@ UUFlowManager.getNextSteps = async function (instance, flow, step, judge, values
     for (const nextStepId of nextSteps) {
         const _step = await UUFlowManager.getStep(instance, flow, nextStepId);
         
-        if (isSkipStep(instance, _step)) {
+        if (!showSkipStep && isSkipStep(instance, _step)) {
             if (!judge && _step.step_type === 'sign') {
                 judge = 'approved';
             }
@@ -1818,7 +1894,7 @@ UUFlowManager.handleSkipProcessed = async function (instance_id, flow, maxDepth
                 step: next_step_id,
                 name: next_step.name,
                 start_date: now,
-                due_date: UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
+                due_date: await UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
                 approves: []
             };
 
@@ -2150,7 +2226,7 @@ UUFlowManager.engine_step_type_is_start_or_submit_or_condition = async function
             step: next_step_id,
             name: next_step_name,
             start_date: new Date(),
-            due_date: UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
+            due_date: await UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
             approves: []
         };
 
@@ -2436,7 +2512,7 @@ UUFlowManager.engine_step_type_is_sign = async function (
                 step: next_step_id,
                 name: next_step_name,
                 start_date: new Date(),
-                due_date: UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
+                due_date: await UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
                 approves: []
             };
 
@@ -2668,7 +2744,7 @@ UUFlowManager.engine_step_type_is_sign = async function (
                 step: next_step_id,
                 name: next_step_name,
                 start_date: new Date(),
-                due_date: UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
+                due_date: await UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
                 approves: []
             };
 
@@ -2926,7 +3002,7 @@ UUFlowManager.engine_step_type_is_counterSign = async function (
                 step: next_step_id,
                 name: next_step_name,
                 start_date: new Date(),
-                due_date: UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
+                due_date: await UUFlowManager.getDueDate(next_step.timeout_hours, space_id),
                 approves: []
             };
 
@@ -3154,6 +3230,7 @@ UUFlowManager.create_instance = async function (instance_from_client, user_info)
     ins_obj.applicant_organization_name = instance_from_client["applicant_organization_name"] || space_user_org_info.organization_name;
     ins_obj.applicant_organization_fullname = instance_from_client["applicant_organization_fullname"] || space_user_org_info.organization_fullname;
     ins_obj.applicant_company = instance_from_client["applicant_company"] || space_user.company_id;
+    ins_obj.submitterOrApplicant = [...new Set([ins_obj.submitter, ins_obj.applicant])];
     ins_obj.state = 'draft';
     ins_obj.code = '';
     ins_obj.is_archived = false;
@@ -3233,11 +3310,11 @@ UUFlowManager.getCurrentStepAutoSubmit = function (timeout_auto_submit, lines) {
 };
 
 UUFlowManager.getDueDate = async function (hours, spaceId) {
-    if (hours) {
-        // TODO: 实现异步获取超时日期
-        // return await steedosCore.getTimeoutDateWithoutHolidays(new Date(), hours, spaceId);
+    if (!hours) {
+        return undefined;
     }
-    return undefined;
+    const { getTimeoutDateWithoutHolidays } = require('../utils/business_timeout');
+    return await getTimeoutDateWithoutHolidays(new Date(), hours, spaceId);
 };
 //////////
 
@@ -3332,6 +3409,7 @@ UUFlowManager.submit_instance = async function (instance_from_client, user_info)
         setObj.applicant_organization_name = applicant_org_info.organization_name;
         setObj.applicant_organization_fullname = applicant_org_info.organization_fullname;
         setObj.applicant_company = applicant.company_id;
+        setObj.submitterOrApplicant = [...new Set([submitter_id, applicant_id])];
         instance_traces[0].approves[0].user = applicant_id;
         instance_traces[0].approves[0].user_name = user.name;
     }
@@ -4190,6 +4268,7 @@ UUFlowManager.cancelProcessDelegation = async function (spaceId, toId) {
                     if (ins.state === 'draft') {
                         setObj.submitter = a.user;
                         setObj.submitter_name = a.user_name;
+                        setObj.submitterOrApplicant = [...new Set([a.user, ins.applicant])];
                     }
 
                     await db.instances.updateOne({
@@ -4292,7 +4371,8 @@ UUFlowManager.updateCCcount = async function (insId) {
 
 UUFlowManager.timeoutAutoSubmit = async function (ins_id) {
     const db = {
-        instances: await getCollection('instances')
+        instances: await getCollection('instances'),
+        users: await getCollection('users')
     };
 
     const query = {
@@ -4312,66 +4392,89 @@ UUFlowManager.timeoutAutoSubmit = async function (ins_id) {
 
     const instances = await db.instances.find(query).toArray();
 
-    await Promise.all(instances.map(async (ins) => {
+    for (const ins of instances) {
         try {
             const flow_id = ins.flow;
             const instance_id = ins._id;
             const trace = ins.traces[ins.traces.length - 1];
+
+            // Only process if trace is not finished and due_date has passed
+            if (trace.is_finished || !trace.due_date || new Date(trace.due_date) > new Date()) {
+                continue;
+            }
+
             const flow = await UUFlowManager.getFlow(flow_id);
             const step = await UUFlowManager.getStep(ins, flow, trace.step);
             const step_type = step.step_type;
             
-            const toLine = step.lines.find(l => l.timeout_line === true);
-            if (!toLine) return;
+            // Find the timeout line configuration on the current step
+            const toLine = step.lines ? step.lines.find(l => l.timeout_line === true) : null;
+            if (!toLine) continue;
 
             let nextStepId = toLine.to_step;
             let nextStep = await UUFlowManager.getStep(ins, flow, nextStepId);
 
+            // If the next step is a condition step, resolve it to the actual next step
             if (nextStep.step_type === 'condition') {
                 const nextSteps = await UUFlowManager.getNextSteps(ins, flow, nextStep, "");
-                console.error(nextSteps);
+                if (!nextSteps || nextSteps.length === 0) {
+                    console.error(`[timeout_auto_submit] No next steps resolved for condition step, instance: ${instance_id}`);
+                    continue;
+                }
                 nextStepId = nextSteps[0];
                 nextStep = await UUFlowManager.getStep(ins, flow, nextStepId);
             }
 
-            const nextUserIds = await await HandlersManager.getHandlers(instance_id, nextStepId);
+            const nextUserIds = await HandlersManager.getHandlers(instance_id, nextStepId);
             const judge = step_type === "sign" ? "approved" : "submitted";
 
-            const approve_from_client = {
-                instance: instance_id,
-                trace: trace._id,
-                judge: judge,
-                next_steps: [{
-                    step: nextStepId,
-                    users: nextUserIds
-                }]
-            };
+            // Process each unfinished approve in the trace sequentially to avoid race conditions
+            const unfinishedApproves = trace.approves.filter(a => !a.is_finished);
+            for (const a of unfinishedApproves) {
+                try {
+                    // Create a separate approve_from_client for each approve to avoid shared mutation
+                    const approve_from_client = {
+                        _id: a._id,
+                        instance: instance_id,
+                        trace: trace._id,
+                        judge: judge,
+                        next_steps: [{
+                            step: nextStepId,
+                            users: nextUserIds
+                        }]
+                    };
 
-            await Promise.all(trace.approves.map(async (a) => {
-                approve_from_client._id = a._id;
-                const current_user_info = await db.users.findOne(
-                    { _id: a.handler },
-                    { projection: { services: 0 } }
-                );
+                    const current_user_info = await db.users.findOne(
+                        { _id: a.handler },
+                        { projection: { services: 0 } }
+                    );
 
-                const updatedInstance = await UUFlowManager.workflow_engine(
-                    approve_from_client, 
-                    current_user_info, 
-                    current_user_info._id, 
-                    true
-                );
+                    if (!current_user_info) {
+                        console.error(`[timeout_auto_submit] User not found: ${a.handler}, instance: ${instance_id}`);
+                        continue;
+                    }
 
-                await pushManager.send_instance_notification(
-                    "auto_submit_pending_inbox", 
-                    updatedInstance, 
-                    "", 
-                    current_user_info
-                );
-            }));
+                    const updatedInstance = await UUFlowManager.workflow_engine(
+                        approve_from_client, 
+                        current_user_info, 
+                        current_user_info._id, 
+                        true
+                    );
+
+                    await pushManager.send_instance_notification(
+                        "auto_submit_pending_inbox", 
+                        updatedInstance, 
+                        "", 
+                        current_user_info
+                    );
+                } catch (approveError) {
+                    console.error(`[timeout_auto_submit] Error processing approve ${a._id} for instance ${instance_id}: `, approveError.stack);
+                }
+            }
         } catch (error) {
-            console.error('AUTO TIMEOUT_AUTO_SUBMIT ERROR: ', error.stack);
+            console.error(`[timeout_auto_submit] Error processing instance ${ins._id}: `, error.stack);
         }
-    }));
+    }
 
     return true;
 };
@@ -4783,6 +4886,7 @@ UUFlowManager.draft_save_instance = async function (ins, userId) {
             setObj.applicant_organization = applicant.organization;
             setObj.applicant_organization_name = organization.name;
             setObj.applicant_organization_fullname = organization.fullname;
+            setObj.submitterOrApplicant = [...new Set([instance.submitter, applicant_id])];
             setObj[key_str + 'user'] = applicant_id;
             setObj[key_str + 'user_name'] = user.name;
         }

package/main/default/objects/categories/buttons/badge_recalc.button.yml

@@ -0,0 +1,44 @@
+name: badge_recalc
+amis_schema: |-
+  {
+      "type": "service",
+      "body": [
+          {
+              "type": "button",
+              "label": "重算角标",
+              "id": "u:badge_recalc",
+              "editorState": "default",
+              "onEvent": {
+                  "click": {
+                      "weight": 0,
+                      "actions": [
+                          {
+                              "actionType": "url",
+                              "args": {
+                                  "url": "/api/workflow/badge-recalc-console",
+                                  "blank": true
+                              }
+                          }
+                      ]
+                  }
+              }
+          }
+      ],
+      "data": {
+          "context": {},
+          "dataComponentId": "",
+          "record_id": "",
+          "record": {},
+          "permissions": {}
+      },
+      "id": "u:badge_recalc_service",
+      "bodyClassName": "p-0",
+      "dsType": "api",
+      "definitions": {}
+  }
+is_enable: true
+label: 重算角标
+locked: false
+'on': record_more
+type: amis_button
+visible: true

package/main/default/objects/instance_tasks/listviews/inbox.listview.yml

@@ -26,12 +26,12 @@ filters: !!js/function |
     }
 sort: [['start_date','desc']]
 searchable_fields:
+  - field: flow
   - field: instance_name
   - field: submitter_name
   - field: applicant_organization_name
   - field: submit_date
   - field: instance_state
-  - field: is_archived
 extra_columns:
   - extras
   - is_read

package/main/default/objects/instance_tasks/listviews/outbox.listview.yml

@@ -25,13 +25,12 @@ filters: !!js/function |
     }
 sort: [['modified','desc']]
 searchable_fields:
+  - field: flow
   - field: instance_name
   - field: submitter_name
-  - field: flow
   - field: applicant_organization_name
   - field: submit_date
   - field: instance_state
-  - field: is_archived
 extra_columns:
   - extras
 disableSwitch: true

package/main/default/objects/instances/buttons/instance_export.button.js

@@ -0,0 +1,10 @@
+module.exports = {
+    instance_exportVisible: function (object_name, record_id, record_permissions, data) {
+        var box = data.listName;
+        var flowId = data.flowId;
+        if (box === "monitor" && flowId) {
+            return true;
+        }
+        return false;
+    }
+}

package/main/default/objects/instances/buttons/instance_export.button.yml

@@ -0,0 +1,83 @@
+name: instance_export
+amis_schema: |-
+  {
+    "type": "service",
+    "body": [
+      {
+        "type": "dropdown-button",
+        "label": "导出",
+        "id": "u:instance_export",
+        "level": "default",
+        "icon": "fa fa-download",
+        "buttons": [
+          {
+            "type": "button",
+            "label": "本月",
+            "onEvent": {
+              "click": {
+                "actions": [
+                  {
+                    "actionType": "custom",
+                    "script": "var spaceId = event.data.context.tenantId; var flowId = event.data.flowId; if(spaceId && flowId){ var timezoneoffset = new Date().getTimezoneOffset(); var url = Steedos.absoluteUrl('/api/workflow/export/instances?space_id=' + spaceId + '&flow_id=' + flowId + '&type=0&timezoneoffset=' + timezoneoffset); window.open(url, '_blank'); } else { window.toastr && window.toastr.warning('请先选择流程'); }"
+                  }
+                ]
+              }
+            }
+          },
+          {
+            "type": "button",
+            "label": "上月",
+            "onEvent": {
+              "click": {
+                "actions": [
+                  {
+                    "actionType": "custom",
+                    "script": "var spaceId = event.data.context.tenantId; var flowId = event.data.flowId; if(spaceId && flowId){ var timezoneoffset = new Date().getTimezoneOffset(); var url = Steedos.absoluteUrl('/api/workflow/export/instances?space_id=' + spaceId + '&flow_id=' + flowId + '&type=1&timezoneoffset=' + timezoneoffset); window.open(url, '_blank'); } else { window.toastr && window.toastr.warning('请先选择流程'); }"
+                  }
+                ]
+              }
+            }
+          },
+          {
+            "type": "button",
+            "label": "本年度",
+            "onEvent": {
+              "click": {
+                "actions": [
+                  {
+                    "actionType": "custom",
+                    "script": "var spaceId = event.data.context.tenantId; var flowId = event.data.flowId; if(spaceId && flowId){ var timezoneoffset = new Date().getTimezoneOffset(); var url = Steedos.absoluteUrl('/api/workflow/export/instances?space_id=' + spaceId + '&flow_id=' + flowId + '&type=2&timezoneoffset=' + timezoneoffset); window.open(url, '_blank'); } else { window.toastr && window.toastr.warning('请先选择流程'); }"
+                  }
+                ]
+              }
+            }
+          },
+          {
+            "type": "button",
+            "label": "所有",
+            "onEvent": {
+              "click": {
+                "actions": [
+                  {
+                    "actionType": "custom",
+                    "script": "var spaceId = event.data.context.tenantId; var flowId = event.data.flowId; if(spaceId && flowId){ var timezoneoffset = new Date().getTimezoneOffset(); var url = Steedos.absoluteUrl('/api/workflow/export/instances?space_id=' + spaceId + '&flow_id=' + flowId + '&type=3&timezoneoffset=' + timezoneoffset); window.open(url, '_blank'); } else { window.toastr && window.toastr.warning('请先选择流程'); }"
+                  }
+                ]
+              }
+            }
+          }
+        ]
+      }
+    ],
+    "regions": [
+      "body"
+    ],
+    "bodyClassName": "p-0",
+    "id": "u:instance_export_service"
+  }
+is_enable: true
+label: 导出
+'on': list
+type: amis_button
+visible: true
+sort: 900

package/main/default/objects/instances/listviews/completed.listview.yml

@@ -25,13 +25,12 @@ filters: !!js/function |
     }
 sort: [['modified','desc']]
 searchable_fields:
+  - field: flow
   - field: name
   - field: submitter_name
-  - field: flow
   - field: applicant_organization_name
   - field: submit_date
   - field: state
-  - field: is_archived
 extra_columns:
   - extras
 disableSwitch: true

package/main/default/objects/instances/listviews/draft.listview.yml

@@ -16,11 +16,10 @@ filters: !!js/function |
     }
 sort: [['modified','desc']]
 searchable_fields:
+  - field: flow
   - field: name
   - field: submitter_name
-  - field: flow
   - field: applicant_organization_name
   - field: submit_date
   - field: state
-  - field: is_archived
 disableSwitch: true

package/main/default/objects/instances/listviews/monitor.listview.yml

@@ -25,12 +25,12 @@ filters: !!js/function |
     }
 sort: [['submit_date','desc']]
 searchable_fields:
+  - field: flow
   - field: name
   - field: submitter_name
   - field: applicant_organization_name
   - field: submit_date
   - field: state
-  - field: is_archived
 extra_columns:
   - extras
   - values

package/main/default/objects/instances/listviews/pending.listview.yml

@@ -25,13 +25,12 @@ filters: !!js/function |
     }
 sort: [['submit_date','desc']]
 searchable_fields:
+  - field: flow
   - field: name
   - field: submitter_name
-  - field: flow
   - field: applicant_organization_name
   - field: submit_date
   - field: state
-  - field: is_archived
 extra_columns:
   - extras
 disableSwitch: true

package/main/default/pages/page_instance_print.page.amis.json

@@ -106,7 +106,7 @@
                             "actions": [
                                 {
                                     "actionType": "custom",
-                                    "script": "doAction({actionType: 'setValue', componentId: 'u:print-width', args: {value: Number(event.data.value)}}); $('.steedos-instance-related-view-wrapper .instance-form').css('width', event.data.value + 'mm');"
+                                    "script": "doAction({actionType: 'setValue', componentId: 'u:print-width', args: {value: Number(event.data.value)}}); $('.steedos-instance-related-view-wrapper .instance-form').css('width', event.data.value + 'mm'); $('.steedos-instance-related-view-wrapper .instance-approve-history').css('width', event.data.value + 'mm');"
                                 }
                             ]
                         }
@@ -125,7 +125,7 @@
                             "actions": [
                                 {
                                     "actionType": "custom",
-                                    "script": "$('.steedos-instance-related-view-wrapper .instance-form').css('width', event.data.value + 'mm');"
+                                    "script": "$('.steedos-instance-related-view-wrapper .instance-form').css('width', event.data.value + 'mm'); $('.steedos-instance-related-view-wrapper .instance-approve-history').css('width', event.data.value + 'mm');"
                                 }
                             ]
                         }
@@ -241,6 +241,10 @@
             "width": "190mm",
             "transition": "width 0.5s ease-in-out"
         },
+        ".steedos-instance-related-view-wrapper .instance-approve-history": {
+            "width": "190mm",
+            "transition": "width 0.5s ease-in-out"
+        },
         ".steedos-instance-related-view-wrapper .steedos-amis-instance-view-content": {
             "display": "inline-block"
         },

package/main/default/routes/api_workflow_ai_form_design.router.js

@@ -174,7 +174,10 @@ router.post('/am/ai/form-design', async function auth(req, res, next) {
   - reference_to: 字符串，关联对象的 API 名称，如 "contracts"、"accounts"
   - lookupLabelField: 字符串，用于搜索和显示的名称字段，默认 "name"
   - pickerMultiple: 布尔值，是否允许多选，默认 false
-  - lookupFilters: 字符串，OData 过滤表达式，如 "status eq 'active'"
+  - lookupFilters: 字符串，DevExpress JSON 格式的过滤表达式，支持 {fieldName} 占位符引用其他表单字段值（运行时自动替换为实际值）
+    - 静态过滤示例：'[["enablestate","=","2"],"and",["hidden","<>",true]]'
+    - 动态过滤示例（引用其他字段值）：'[["company_id","=","{company_id}"],"and",["enablestate","=","2"]]' — 当表单中 company_id 字段值变化时，{company_id} 会被自动替换为该字段的实际值
+    - 格式规则：eq → "="，ne → "<>"，gt → ">"，ge → ">="，lt → "<"，le → "<="，contains → "contains"，startswith → "startswith"。布尔值不加引号（true/false）
   - lookupDisplayFields: 数组，关联数据后额外展示的字段，格式 [{ "field": "字段API名", "label": "显示标签" }]
   - lookupFillRules: 数组，填充规则，选择关联记录后将源字段值自动填充到表单其他字段。格式 [{ "sourceField": "关联对象的字段API名", "targetField": "当前表单中的目标字段name" }]
     - 示例：选择合同后自动填充合同金额到表单的金额字段：lookupFillRules: [{ "sourceField": "amount", "targetField": "contract_amount" }]
@@ -252,6 +255,8 @@ if (field.name === 'quantity' || field.name === 'unit_price') {
 10. 修改已有 grid 字段时，必须保留其完整的 gridData 和 children 数据，不要丢弃未被修改的子字段。如果用户未要求改动 grid 内容，应原样返回 grid 的所有属性
 11. 每个字段的类型特有属性必须完整返回：number 类型的 min/max/precision/thousandSeparator、text/textarea 的 maxLength/minLength、lookup 的 reference_to/lookupLabelField/lookupFillRules、member/org 的 pickerFillRules、reference 的 reference_to/displayFields 等。不要遗漏这些属性
 12. ⚠️ **type 与 formula 属性的严格对应**：只要字段包含公式表达式（formula 属性），其 type 就**必须**是 "formula"，绝对不能是 "number"、"text" 或其他类型。"number" 类型仅用于用户手工输入数字的字段（无公式）。错误示例：{ type: "number", formula: "${a + b}" }，正确示例：{ type: "formula", formula: "${a + b}", precision: 2 }。grid/table 的 children 子字段同样适用此规则
+13. ⚠️ **升级场景禁止自动设置配色**：当用户提供了 instance_template、form_script、flow_events 等旧版数据进行升级转换时，section（分组）、grid（网格）、table（子表）字段**不要自动添加** colorScheme、sectionColor、titleColor 等配色属性。配色属性只有在用户明确要求设置颜色/配色/主题色时才添加。升级的目标是忠实还原旧版表单的结构和逻辑，不要擅自美化
+14. **原样保留字段的 is_wide 属性**：is_wide 用于控制字段是否占满整行宽度。输出时必须保持每个字段的 is_wide 与输入完全一致：输入为 true 则输出 true，输入为 false 则输出 false，输入中没有该属性则不要添加。禁止擅自修改或统一设置 is_wide 的值
 
 ## 额外待转换的数据（升级场景）
 
@@ -377,15 +382,16 @@ if (field.name === 'quantity' || field.name === 'unit_price') {
 
 ### 旧公式字段跨对象引用迁移
 - 旧版表单中，公式字段可能通过 \`{applicant.organization.name}\`、\`{applicant.name}\` 等语法引用成员的关联属性。这种跨对象引用在新版中不再通过公式实现，而是通过**成员字段的 pickerFillRules（填充规则）**来替代。
+- ⚠️ **重要：applicant（申请人）是系统内置字段**，name 固定为 \`__applicant\`，不要创建新的 member 字段。在 fields 数组中输出 { "name": "__applicant", "label": "申请人", "type": "member", "pickerFillRules": [...] } 即可覆盖系统默认配置。该字段在拟稿状态下可编辑（用户可更换申请人），pickerFillRules 会在选人后自动触发填充。
 - 迁移方式：
   1. 将引用跨对象属性的公式字段改为**普通文本字段**（type: "text"）作为目标字段
-  2. 在成员字段（type: "member"）上配置 **pickerFillRules**，使用点号表示法的 sourceField（如 "organization.name"），targetField 指向该文本字段
+  2. 在 \`__applicant\` 字段上配置 **pickerFillRules**，使用点号表示法的 sourceField（如 "organization.name"），targetField 指向该文本字段
   3. 如果 targetField 字段应为只读展示（即旧版是纯展示的公式字段），设置 readonly: true
 - 迁移示例：
   旧版公式字段：\`{applicant.organization.name}\` 用于显示申请人所属部门名称
   新版迁移方式：
   1. 创建文本字段 { "name": "dept_name", "label": "所属部门", "type": "text", "readonly": true }
-  2. 在成员字段上配置 pickerFillRules: [{ "sourceField": "organization.name", "targetField": "dept_name" }]
+  2. 输出 __applicant 字段：{ "name": "__applicant", "label": "申请人", "type": "member", "pickerFillRules": [{ "sourceField": "organization.name", "targetField": "dept_name" }] }
 - 常见映射：
   - \`{applicant.organization.name}\` → sourceField: "organization.name"
   - \`{applicant.organization.fullname}\` → sourceField: "organization.fullname"