diff --git a/web/UI/AI模式.png b/web/UI/AI模式.png
new file mode 100644
index 0000000..692ec54
Binary files /dev/null and b/web/UI/AI模式.png differ
diff --git a/web/src/assets/styles/app.css b/web/src/assets/styles/app.css
index 8739a72..50f7a36 100644
--- a/web/src/assets/styles/app.css
+++ b/web/src/assets/styles/app.css
@@ -15,7 +15,7 @@
 }
 
 .app {
-  --sidebar-expanded-width: 184px;
+  --sidebar-expanded-width: 304px;
   --sidebar-collapsed-width: 64px;
   --sidebar-motion: 220ms cubic-bezier(0.4, 0, 0.2, 1);
 
@@ -43,8 +43,8 @@
 }
 
 .app.sidebar-collapsed .app-sidebar {
-  flex-basis: var(--sidebar-collapsed-width);
   width: var(--sidebar-collapsed-width);
+  flex-basis: var(--sidebar-collapsed-width);
   overflow: visible;
   z-index: 200;
 }
@@ -54,6 +54,19 @@
   z-index: 1;
 }
 
+.sidebar-mode-fade-enter-active,
+.sidebar-mode-fade-leave-active {
+  transition:
+    opacity 180ms var(--ease),
+    transform 180ms var(--ease);
+}
+
+.sidebar-mode-fade-enter-from,
+.sidebar-mode-fade-leave-to {
+  opacity: 0;
+  transform: translateX(-8px);
+}
+
 .app > .main {
   flex: 1 1 auto;
   min-width: 0;
@@ -133,7 +146,7 @@
   color: var(--theme-primary-active);
   font-size: 12px;
   font-weight: 800;
-  letter-spacing: 0.12em;
+  letter-spacing: 0;
 }
 
 .boot-badge-error {
@@ -217,6 +230,10 @@
   background-size: 100% 100%, 100% 100%, 32px 32px, 32px 32px;
   background-attachment: local;
 }
+.workarea.workbench-workarea.workbench-workarea-ai-mode {
+  padding: 0;
+  background: transparent;
+}
 .workarea.settings-workarea {
   padding: 0;
   background: #fff;
@@ -312,6 +329,7 @@
   }
 
   .workarea.workbench-workarea { overflow: auto; padding: 16px; }
+  .workarea.workbench-workarea.workbench-workarea-ai-mode { padding: 0; }
 
   .mobile-overlay {
     position: fixed;
diff --git a/web/src/assets/styles/components/ai-sidebar-rail.css b/web/src/assets/styles/components/ai-sidebar-rail.css
new file mode 100644
index 0000000..c577030
--- /dev/null
+++ b/web/src/assets/styles/components/ai-sidebar-rail.css
@@ -0,0 +1,676 @@
+.ai-rail {
+  --ai-rail-bg: #f7f9fc;
+  --ai-rail-panel: rgba(255, 255, 255, 0.76);
+  --ai-rail-line: rgba(148, 163, 184, 0.14);
+  --ai-rail-text: #162033;
+  --ai-rail-muted: #738097;
+  --ai-rail-accent: #2d72d9;
+  --ai-rail-amber: #b76b16;
+  --ai-rail-green: #2f8d7b;
+  --ai-rail-ink-soft: #41506a;
+  --ai-rail-accent-soft: rgba(45, 114, 217, 0.08);
+
+  position: sticky;
+  top: 0;
+  width: 100%;
+  height: var(--desktop-stage-height, 100dvh);
+  min-height: var(--desktop-stage-height, 100dvh);
+  display: grid;
+  grid-template-rows: auto auto auto auto auto minmax(0, 1fr) auto;
+  overflow: hidden;
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.92), rgba(247, 249, 252, 0.96) 62%, rgba(244, 247, 251, 0.98)),
+    var(--ai-rail-bg);
+  border-right: 1px solid rgba(203, 213, 225, 0.54);
+  box-shadow:
+    inset -1px 0 0 rgba(255, 255, 255, 0.64),
+    1px 0 0 rgba(15, 23, 42, 0.02);
+  color: var(--ai-rail-text);
+  contain: layout paint;
+}
+
+.ai-rail::before {
+  content: "";
+  position: absolute;
+  inset: 0;
+  pointer-events: none;
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.56), transparent 16%),
+    repeating-linear-gradient(
+      180deg,
+      rgba(255, 255, 255, 0.12) 0,
+      rgba(255, 255, 255, 0.12) 1px,
+      transparent 1px,
+      transparent 20px
+    );
+  opacity: 0.22;
+}
+
+.ai-rail > * {
+  position: relative;
+  z-index: 1;
+}
+
+.ai-rail-section {
+  min-width: 0;
+}
+
+.ai-rail-brand {
+  min-width: 0;
+  min-height: 74px;
+  display: grid;
+  grid-template-columns: 42px minmax(0, 1fr);
+  align-items: center;
+  gap: 12px;
+  padding: 16px 18px 10px;
+}
+
+.ai-brand-logo {
+  width: 42px;
+  height: 42px;
+  display: grid;
+  place-items: center;
+  border: 1px solid rgba(45, 114, 217, 0.12);
+  border-radius: 13px;
+  background:
+    linear-gradient(145deg, rgba(255, 255, 255, 0.84), rgba(239, 246, 255, 0.7)),
+    rgba(255, 255, 255, 0.72);
+  color: var(--ai-rail-accent);
+  box-shadow:
+    inset 0 1px 0 rgba(255, 255, 255, 0.86),
+    0 8px 18px rgba(45, 114, 217, 0.055);
+}
+
+.ai-brand-logo img {
+  width: 28px;
+  height: 28px;
+  object-fit: contain;
+}
+
+.ai-brand-logo svg {
+  width: 26px;
+  height: 26px;
+  fill: currentColor;
+}
+
+.ai-brand-copy {
+  min-width: 0;
+  display: grid;
+  gap: 3px;
+}
+
+.ai-brand-copy strong {
+  overflow: hidden;
+  color: #162033;
+  font-size: 14px;
+  font-weight: 820;
+  line-height: 1.22;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.ai-brand-copy small {
+  overflow: hidden;
+  color: var(--ai-rail-muted);
+  font-size: 12px;
+  font-weight: 560;
+  line-height: 1.2;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.ai-rail-quick {
+  display: grid;
+  gap: 6px;
+  padding: 8px 18px 12px;
+}
+
+.ai-quick-btn,
+.ai-nav-btn,
+.ai-recent-item,
+.ai-user-action {
+  width: 100%;
+  min-width: 0;
+  border: 1px solid transparent;
+  border-radius: 10px;
+  background: transparent;
+  color: inherit;
+  cursor: pointer;
+  text-align: left;
+  transition:
+    background 180ms var(--ease),
+    border-color 180ms var(--ease),
+    box-shadow 180ms var(--ease),
+    color 180ms var(--ease),
+    transform 180ms var(--ease);
+}
+
+.ai-quick-btn {
+  min-height: 48px;
+  display: grid;
+  grid-template-columns: 28px minmax(0, 1fr);
+  align-items: center;
+  gap: 10px;
+  padding: 0 4px;
+  color: #111827;
+  font-size: 14px;
+  font-weight: 780;
+  background: transparent;
+  border-color: transparent;
+  box-shadow: none;
+}
+
+.ai-quick-btn i {
+  width: 28px;
+  display: inline-flex;
+  justify-content: center;
+  color: #536277;
+  font-size: 18px;
+  line-height: 1;
+}
+
+.ai-quick-btn.primary {
+  background: transparent;
+  border-color: transparent;
+  box-shadow: none;
+}
+
+.ai-quick-btn.active {
+  color: #173d78;
+  background: rgba(45, 114, 217, 0.055);
+  border-color: rgba(45, 114, 217, 0.12);
+}
+
+.ai-quick-btn.primary i {
+  color: var(--ai-rail-amber);
+}
+
+.ai-nav-btn:hover,
+.ai-recent-item:hover,
+.ai-user-action:hover {
+  background: rgba(255, 255, 255, 0.78);
+  border-color: rgba(148, 163, 184, 0.28);
+  box-shadow: 0 8px 18px rgba(31, 48, 68, 0.045);
+  transform: translateY(-1px);
+}
+
+.ai-quick-btn:hover {
+  color: #0f172a;
+  background: rgba(15, 23, 42, 0.035);
+  border-color: transparent;
+  box-shadow: none;
+  transform: translateX(2px);
+}
+
+.ai-quick-btn:hover i {
+  color: var(--ai-rail-accent);
+}
+
+.ai-quick-btn.primary:hover i {
+  color: var(--ai-rail-amber);
+}
+
+.ai-conversation-search {
+  min-width: 0;
+  min-height: 48px;
+  height: 48px;
+  display: grid;
+  grid-template-columns: 28px minmax(0, 1fr) 28px;
+  align-items: center;
+  gap: 4px;
+  padding: 0 6px 0 4px;
+  border: 1px solid rgba(45, 114, 217, 0.14);
+  border-radius: 12px;
+  background: rgba(255, 255, 255, 0.7);
+  box-shadow:
+    inset 0 1px 0 rgba(255, 255, 255, 0.8),
+    0 8px 18px rgba(45, 114, 217, 0.035);
+}
+
+.ai-conversation-search > i {
+  color: #64748b;
+  font-size: 17px;
+  line-height: 1;
+}
+
+.ai-conversation-search input {
+  min-width: 0;
+  width: 100%;
+  border: 0;
+  outline: 0;
+  background: transparent;
+  color: #162033;
+  font-size: 13px;
+  font-weight: 650;
+  letter-spacing: 0;
+}
+
+.ai-conversation-search input::placeholder {
+  color: rgba(115, 128, 151, 0.78);
+}
+
+.ai-conversation-search button {
+  width: 28px;
+  height: 28px;
+  display: grid;
+  place-items: center;
+  padding: 0;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: #64748b;
+  cursor: pointer;
+}
+
+.ai-conversation-search button:hover {
+  background: rgba(15, 23, 42, 0.055);
+  color: #173d78;
+}
+
+.ai-rail-divider {
+  height: 1px;
+  margin: 0 18px;
+  background: var(--ai-rail-line);
+}
+
+.ai-section-heading {
+  margin: 0;
+  padding: 0 10px 8px;
+  color: #7d8796;
+  font-size: 12px;
+  font-weight: 760;
+  letter-spacing: 0;
+}
+
+.ai-rail-nav {
+  display: grid;
+  padding: 18px 18px 20px;
+}
+
+.ai-nav-list {
+  position: relative;
+  display: grid;
+  gap: 6px;
+  padding: 2px 0;
+}
+
+.ai-nav-btn {
+  position: relative;
+  min-height: 48px;
+  display: grid;
+  grid-template-columns: 32px minmax(0, 1fr);
+  align-items: center;
+  gap: 12px;
+  padding: 7px 10px;
+  color: var(--ai-rail-ink-soft);
+  border-radius: 12px;
+  background: transparent;
+  box-shadow: none;
+}
+
+.ai-nav-btn::before {
+  content: "";
+  position: absolute;
+  left: 0;
+  width: 3px;
+  height: 22px;
+  border-radius: 999px;
+  background: transparent;
+  transition:
+    background 180ms var(--ease),
+    opacity 180ms var(--ease);
+  opacity: 0;
+}
+
+.ai-nav-btn.active {
+  border-color: rgba(45, 114, 217, 0.13);
+  background:
+    linear-gradient(90deg, rgba(45, 114, 217, 0.095), rgba(255, 255, 255, 0.74)),
+    var(--ai-rail-panel);
+  box-shadow:
+    inset 0 1px 0 rgba(255, 255, 255, 0.78),
+    0 8px 18px rgba(45, 114, 217, 0.045);
+  color: #173d78;
+}
+
+.ai-nav-btn.active::before {
+  background: linear-gradient(180deg, var(--ai-rail-accent), var(--ai-rail-green));
+  opacity: 1;
+}
+
+.ai-nav-btn:not(.active):hover::before {
+  background: rgba(45, 114, 217, 0.36);
+  opacity: 1;
+}
+
+.ai-nav-icon {
+  width: 32px;
+  height: 32px;
+  display: grid;
+  place-items: center;
+  border-radius: 10px;
+  background: transparent;
+  color: #64748b;
+  transition:
+    background 180ms var(--ease),
+    color 180ms var(--ease),
+    box-shadow 180ms var(--ease);
+}
+
+.ai-nav-btn.active .ai-nav-icon {
+  background:
+    linear-gradient(145deg, rgba(45, 114, 217, 0.12), rgba(255, 255, 255, 0.72)),
+    rgba(255, 255, 255, 0.52);
+  color: var(--ai-rail-accent);
+  box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.82);
+}
+
+.ai-nav-icon i {
+  font-size: 18px;
+  line-height: 1;
+}
+
+.ai-nav-copy {
+  min-width: 0;
+}
+
+.ai-nav-copy strong,
+.ai-recent-title {
+  min-width: 0;
+  overflow: hidden;
+  color: currentColor;
+  font-size: 14px;
+  font-weight: 780;
+  line-height: 1.2;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.ai-nav-btn.active .ai-nav-copy strong {
+  font-weight: 820;
+}
+
+.ai-recent-desc {
+  min-width: 0;
+  overflow: hidden;
+  color: var(--ai-rail-muted);
+  font-size: 12px;
+  font-weight: 500;
+  line-height: 1.35;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.ai-rail-recents {
+  min-height: 0;
+  display: grid;
+  grid-template-rows: auto minmax(0, 1fr);
+  gap: 8px;
+  overflow: hidden;
+  padding: 18px 12px 12px;
+}
+
+.ai-recents-list {
+  min-height: 0;
+  display: grid;
+  align-content: start;
+  gap: 5px;
+  overflow-y: auto;
+  padding: 1px 4px 1px 0;
+  -ms-overflow-style: none;
+  scrollbar-width: none;
+}
+
+.ai-recents-list::-webkit-scrollbar {
+  width: 0;
+  height: 0;
+  display: none;
+}
+
+.ai-recents-empty {
+  margin: 10px 8px 0 12px;
+  padding: 14px 12px;
+  border: 1px dashed rgba(148, 163, 184, 0.22);
+  border-radius: 12px;
+  color: rgba(115, 128, 151, 0.84);
+  font-size: 12px;
+  font-weight: 650;
+  line-height: 1.5;
+}
+
+.ai-recent-item {
+  min-height: 56px;
+  position: relative;
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) auto;
+  align-items: start;
+  gap: 8px;
+  padding: 8px 10px 8px 18px;
+}
+
+.ai-recent-item:focus-visible {
+  outline: 2px solid rgba(45, 114, 217, 0.32);
+  outline-offset: 2px;
+}
+
+.ai-recent-item::before {
+  content: "";
+  position: absolute;
+  left: 6px;
+  top: 16px;
+  width: 5px;
+  height: 5px;
+  border-radius: 50%;
+  background: rgba(115, 128, 151, 0.38);
+}
+
+.ai-recent-main {
+  min-width: 0;
+  display: grid;
+  gap: 4px;
+}
+
+.ai-recent-item:hover .ai-recent-title,
+.ai-recent-item.active .ai-recent-title {
+  color: #173d78;
+}
+
+.ai-recent-item:hover::before,
+.ai-recent-item.active::before {
+  background: var(--ai-rail-accent);
+}
+
+.ai-recent-item.active {
+  background: rgba(255, 255, 255, 0.72);
+  border-color: rgba(183, 107, 22, 0.1);
+  box-shadow:
+    0 10px 22px rgba(31, 48, 68, 0.055),
+    inset 0 1px 0 rgba(255, 255, 255, 0.9);
+}
+
+.ai-recent-time {
+  color: rgba(107, 114, 128, 0.82);
+  font-size: 11px;
+  font-weight: 680;
+  line-height: 1.35;
+}
+
+.ai-recent-title-input {
+  width: 100%;
+  min-width: 0;
+  height: 24px;
+  padding: 0 6px;
+  border: 1px solid rgba(45, 114, 217, 0.22);
+  border-radius: 7px;
+  outline: 0;
+  background: rgba(255, 255, 255, 0.86);
+  color: #173d78;
+  font-size: 14px;
+  font-weight: 780;
+  line-height: 1.2;
+  letter-spacing: 0;
+  box-shadow: 0 0 0 3px rgba(45, 114, 217, 0.06);
+}
+
+.ai-rail-user {
+  box-sizing: border-box;
+  min-width: 0;
+  height: 72px;
+  min-height: 72px;
+  display: grid;
+  grid-template-columns: 42px minmax(0, 1fr) 44px;
+  align-items: center;
+  gap: 12px;
+  margin: 0;
+  padding: 12px 14px 12px 18px;
+  border-top: 1px solid rgba(203, 213, 225, 0.55);
+  border-radius: 0;
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.76), rgba(247, 250, 252, 0.9)),
+    rgba(255, 255, 255, 0.72);
+  box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.84);
+}
+
+.ai-user-avatar {
+  width: 42px;
+  height: 42px;
+  display: grid;
+  place-items: center;
+  border: 2px solid rgba(255, 255, 255, 0.92);
+  border-radius: 50%;
+  background:
+    radial-gradient(circle at 32% 28%, rgba(255, 255, 255, 0.22), transparent 32%),
+    linear-gradient(135deg, #1f4f96, #2f8d7b);
+  color: #fff;
+  font-size: 15px;
+  font-weight: 820;
+  box-shadow:
+    0 8px 16px rgba(45, 114, 217, 0.13),
+    inset 0 -1px 0 rgba(15, 23, 42, 0.08);
+}
+
+.ai-user-copy {
+  min-width: 0;
+  display: grid;
+  gap: 2px;
+}
+
+.ai-user-copy strong {
+  overflow: hidden;
+  color: #182237;
+  font-size: 13px;
+  font-weight: 760;
+  line-height: 1.25;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.ai-user-copy span {
+  overflow: hidden;
+  color: var(--ai-rail-muted);
+  font-size: 12px;
+  font-weight: 520;
+  line-height: 1.25;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.ai-user-actions {
+  display: grid;
+  grid-template-columns: 44px;
+  justify-content: end;
+}
+
+.ai-user-action {
+  width: 44px;
+  height: 44px;
+  display: grid;
+  place-items: center;
+  padding: 0;
+  color: #708096;
+  border-radius: 8px;
+  background: transparent;
+  box-shadow: none;
+}
+
+.ai-user-action i {
+  font-size: 19px;
+}
+
+.ai-rail.rail-collapsed {
+  grid-template-rows: auto auto auto auto minmax(0, 1fr) auto;
+}
+
+.ai-rail.rail-collapsed .ai-rail-brand {
+  grid-template-columns: 1fr;
+  justify-items: center;
+  min-height: 70px;
+  padding: 14px 10px 8px;
+}
+
+.ai-rail.rail-collapsed .ai-rail-quick {
+  padding: 4px 10px 16px;
+}
+
+.ai-rail.rail-collapsed .ai-nav-list {
+  grid-template-columns: 1fr;
+  gap: 8px;
+  padding: 0;
+  border: 0;
+  background: transparent;
+  box-shadow: none;
+}
+
+.ai-rail.rail-collapsed .ai-nav-list::before,
+.ai-rail.rail-collapsed .ai-nav-btn::before {
+  display: none;
+}
+
+.ai-rail.rail-collapsed .ai-quick-btn,
+.ai-rail.rail-collapsed .ai-nav-btn {
+  min-height: 44px;
+  grid-template-rows: auto;
+  justify-content: center;
+  grid-template-columns: 1fr;
+  align-content: center;
+  padding: 8px;
+}
+
+.ai-rail.rail-collapsed .ai-nav-btn.active {
+  grid-column: auto;
+  min-height: 44px;
+  grid-template-columns: 1fr;
+}
+
+.ai-rail.rail-collapsed .ai-quick-btn span,
+.ai-rail.rail-collapsed .ai-conversation-search,
+.ai-rail.rail-collapsed .ai-brand-copy,
+.ai-rail.rail-collapsed .ai-section-heading,
+.ai-rail.rail-collapsed .ai-nav-copy,
+.ai-rail.rail-collapsed .ai-rail-recents,
+.ai-rail.rail-collapsed .ai-user-copy,
+.ai-rail.rail-collapsed .ai-user-actions {
+  display: none;
+}
+
+.ai-rail.rail-collapsed .ai-quick-btn i,
+.ai-rail.rail-collapsed .ai-brand-logo,
+.ai-rail.rail-collapsed .ai-nav-icon,
+.ai-rail.rail-collapsed .ai-user-avatar {
+  margin: 0 auto;
+}
+
+.ai-rail.rail-collapsed .ai-rail-user {
+  grid-template-columns: 1fr;
+  padding: 12px 10px 14px;
+}
+
+@media (max-width: 760px) {
+  .ai-rail {
+    max-width: min(320px, 82vw);
+  }
+
+  .ai-rail-quick {
+    padding-top: 18px;
+  }
+}
diff --git a/web/src/assets/styles/components/personal-workbench-ai-mode.css b/web/src/assets/styles/components/personal-workbench-ai-mode.css
new file mode 100644
index 0000000..a313306
--- /dev/null
+++ b/web/src/assets/styles/components/personal-workbench-ai-mode.css
@@ -0,0 +1,1446 @@
+.workbench-ai-mode {
+  --ai-ink: #0f172a;
+  --ai-text: #334155;
+  --ai-muted: #738199;
+  --ai-line: #dbe7f6;
+  --ai-blue: #2f7cff;
+  --ai-blue-deep: #1f3b66;
+  --ai-purple: #7c5cff;
+  --ai-cyan: #15b8c8;
+  --ai-amber: #f59e0b;
+  --ai-theme-rgb: var(--theme-primary-rgb, 58, 124, 165);
+
+  position: relative;
+  min-height: 100%;
+  height: 100%;
+  width: 100%;
+  overflow: hidden;
+  display: grid;
+  place-items: safe center;
+  padding: clamp(24px, 4vh, 56px) 36px;
+  color: var(--ai-ink);
+  background:
+    radial-gradient(circle at 17% 4%, rgba(var(--ai-theme-rgb), 0.13), transparent 42%),
+    radial-gradient(circle at 88% 96%, rgba(245, 158, 11, 0.18), transparent 34%),
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+  align-items: center;
+  justify-content: space-between;
+  gap: 14px;
+  padding: 10px 10px 10px 14px;
+  border: 0;
+  border-radius: 14px;
+  background: transparent;
+  color: #1e3a8a;
+  cursor: pointer;
+  transition:
+    background 180ms ease;
+}
+
+.workbench-ai-thinking-toggle:hover {
+  background: rgba(255, 255, 255, 0.36);
+}
+
+.workbench-ai-thinking-expanded {
+  position: relative;
+  min-width: 0;
+}
+
+.workbench-ai-thinking-collapse-btn {
+  position: absolute;
+  top: -4px;
+  right: -34px;
+  width: 28px;
+  height: 28px;
+  display: grid;
+  place-items: center;
+  padding: 0;
+  border: 0;
+  border-radius: 10px;
+  background: transparent;
+  color: #64748b;
+  cursor: pointer;
+}
+
+.workbench-ai-thinking-collapse-btn:hover {
+  background: rgba(59, 130, 246, 0.08);
+  color: #1e3a8a;
+}
+
+.workbench-ai-thinking-toggle-left {
+  min-width: 0;
+  display: inline-flex;
+  align-items: center;
+  gap: 10px;
+}
+
+.workbench-ai-thinking-toggle strong {
+  color: #1e3a8a;
+  font-size: 13px;
+  font-weight: 860;
+  line-height: 1.35;
+}
+
+.workbench-ai-thinking-toggle small {
+  color: #64748b;
+  font-size: 12px;
+  font-weight: 720;
+  line-height: 1.35;
+}
+
+.workbench-ai-thinking-toggle > i {
+  color: #64748b;
+  font-size: 18px;
+  line-height: 1;
+}
+
+.workbench-ai-thinking-list {
+  display: grid;
+  gap: 10px;
+  padding: 0;
+  border: 0;
+  border-radius: 0;
+  background: transparent;
+  overflow: visible;
+}
+
+.workbench-ai-thinking-item {
+  display: grid;
+  grid-template-columns: 18px minmax(0, 1fr);
+  gap: 10px;
+  align-items: flex-start;
+  color: #64748b;
+}
+
+.workbench-ai-thinking-dot {
+  justify-self: center;
+  width: 8px;
+  height: 8px;
+  margin-top: 7px;
+  border-radius: 50%;
+  background: #60a5fa;
+  box-shadow: 0 0 0 5px rgba(96, 165, 250, 0.16);
+}
+
+.workbench-ai-thinking-item.is-running .workbench-ai-thinking-dot {
+  animation: workbenchAiPulse 1400ms ease-in-out infinite;
+}
+
+.workbench-ai-thinking-toggle .workbench-ai-thinking-dot {
+  flex: 0 0 auto;
+  margin-top: 0;
+}
+
+.workbench-ai-thinking-dot.running {
+  animation: workbenchAiPulse 1400ms ease-in-out infinite;
+}
+
+.workbench-ai-thinking-item.is-failed .workbench-ai-thinking-dot {
+  background: #f97316;
+  box-shadow: 0 0 0 5px rgba(249, 115, 22, 0.14);
+}
+
+.workbench-ai-thinking-item strong {
+  display: block;
+  color: #1e3a8a;
+  font-size: 13px;
+  font-weight: 850;
+  line-height: 1.5;
+}
+
+.workbench-ai-thinking-item p {
+  margin: 2px 0 0;
+  color: #64748b;
+  font-size: 13px;
+  font-weight: 560;
+  line-height: 1.55;
+}
+
+.workbench-ai-pending-line {
+  color: #64748b;
+  font-size: 15px;
+  font-weight: 620;
+  line-height: 1.7;
+}
+
+.workbench-ai-answer-markdown {
+  color: #111827;
+  font-size: 16px;
+  font-weight: 500;
+  line-height: 1.86;
+  overflow-wrap: anywhere;
+}
+
+.workbench-ai-answer-markdown :deep(*) {
+  letter-spacing: 0;
+}
+
+.workbench-ai-answer-markdown :deep(h1),
+.workbench-ai-answer-markdown :deep(h2),
+.workbench-ai-answer-markdown :deep(h3),
+.workbench-ai-answer-markdown :deep(h4) {
+  margin: 0 0 16px;
+  color: #0f172a;
+  font-weight: 900;
+  line-height: 1.35;
+}
+
+.workbench-ai-answer-markdown :deep(h3) {
+  font-size: 21px;
+}
+
+.workbench-ai-answer-markdown :deep(p) {
+  margin: 0;
+}
+
+.workbench-ai-answer-markdown :deep(p + p) {
+  margin-top: 18px;
+}
+
+.workbench-ai-answer-markdown :deep(ul),
+.workbench-ai-answer-markdown :deep(ol) {
+  display: grid;
+  gap: 12px;
+  margin: 16px 0 0;
+  padding-left: 24px;
+}
+
+.workbench-ai-answer-markdown :deep(li) {
+  padding-left: 4px;
+}
+
+.workbench-ai-answer-markdown :deep(li::marker) {
+  color: #2563eb;
+  font-weight: 850;
+}
+
+.workbench-ai-answer-markdown :deep(strong) {
+  color: #0f172a;
+  font-weight: 850;
+}
+
+.workbench-ai-answer-markdown :deep(hr) {
+  margin: 26px 0;
+  border: 0;
+  border-top: 1px solid rgba(226, 232, 240, 0.9);
+}
+
+.workbench-ai-answer-markdown :deep(blockquote) {
+  margin: 18px 0 0;
+  padding: 14px 16px;
+  border-left: 3px solid rgba(37, 99, 235, 0.5);
+  border-radius: 12px;
+  background: rgba(239, 246, 255, 0.62);
+  color: #475569;
+}
+
+.workbench-ai-answer-markdown :deep(.markdown-table-wrap) {
+  overflow-x: auto;
+  margin-top: 18px;
+  border: 1px solid rgba(226, 232, 240, 0.9);
+  border-radius: 14px;
+}
+
+.workbench-ai-answer-markdown :deep(table) {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 14px;
+}
+
+.workbench-ai-answer-markdown :deep(th),
+.workbench-ai-answer-markdown :deep(td) {
+  padding: 11px 14px;
+  border-bottom: 1px solid rgba(226, 232, 240, 0.9);
+  text-align: left;
+}
+
+.workbench-ai-answer-markdown :deep(th) {
+  background: rgba(248, 250, 252, 0.92);
+  color: #334155;
+  font-weight: 850;
+}
+
+.workbench-ai-suggested-actions {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 10px;
+  margin-top: 22px;
+  padding-top: 18px;
+  border-top: 1px solid rgba(226, 232, 240, 0.82);
+}
+
+.workbench-ai-suggested-actions button {
+  min-height: 38px;
+  display: inline-flex;
+  align-items: center;
+  gap: 8px;
+  padding: 0 14px;
+  border: 1px solid rgba(37, 99, 235, 0.18);
+  border-radius: 999px;
+  background: rgba(239, 246, 255, 0.76);
+  color: #1d4ed8;
+  font: inherit;
+  font-size: 13px;
+  font-weight: 850;
+  cursor: pointer;
+  transition:
+    background 160ms ease,
+    transform 160ms ease;
+}
+
+.workbench-ai-suggested-actions button:hover {
+  transform: translateY(-1px);
+  background: #eff6ff;
+}
+
+.workbench-ai-message-actions {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  padding: 0 6px;
+  color: rgba(100, 116, 139, 0.72);
+}
+
+.workbench-ai-message-actions button {
+  width: 28px;
+  height: 28px;
+  display: inline-grid;
+  place-items: center;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: inherit;
+  cursor: pointer;
+  transition:
+    background 160ms ease,
+    color 160ms ease,
+    transform 160ms ease;
+}
+
+.workbench-ai-message-actions button:hover {
+  color: var(--ai-blue-deep);
+  background: rgba(15, 23, 42, 0.045);
+  transform: translateY(-1px);
+}
+
+.workbench-ai-message-time {
+  color: rgba(148, 163, 184, 0.9);
+  font-size: 12px;
+  font-weight: 650;
+  padding: 0 6px;
+  white-space: nowrap;
+  margin-left: auto;
+}
+
+.workbench-ai-conversation-bottom {
+  position: relative;
+  z-index: 6;
+  width: min(980px, 100%);
+  display: grid;
+  gap: 10px;
+  justify-self: center;
+  padding-top: 10px;
+}
+
+.workbench-ai-conversation-bottom::before {
+  display: none;
+}
+
+.workbench-ai-composer--inline {
+  width: 100%;
+  min-height: 126px;
+  grid-template-rows: minmax(54px, 1fr) auto;
+  margin: 0;
+  padding: 20px 24px;
+  border-color: rgba(226, 232, 240, 0.88);
+  border-radius: 18px;
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.98), rgba(255, 255, 255, 0.94));
+  box-shadow: none;
+  animation: workbenchAiControlIn 360ms var(--ease, cubic-bezier(0.2, 0.8, 0.2, 1)) backwards;
+}
+
+.workbench-ai-composer--inline textarea {
+  min-height: 54px;
+  font-size: 16px;
+}
+
+.workbench-ai-file-strip.inline {
+  justify-content: flex-start;
+  animation-delay: 0ms;
+}
+
+.workbench-ai-disclaimer {
+  margin: 0;
+  color: rgba(100, 116, 139, 0.58);
+  font-size: 12px;
+  font-weight: 600;
+  line-height: 1.4;
+  text-align: center;
+}
+
+.workbench-ai-thinking-collapse-enter-active,
+.workbench-ai-thinking-collapse-leave-active {
+  transition:
+    max-height 220ms ease,
+    opacity 180ms ease,
+    transform 180ms ease;
+}
+
+.workbench-ai-thinking-collapse-enter-from,
+.workbench-ai-thinking-collapse-leave-to {
+  max-height: 0;
+  opacity: 0;
+  transform: translateY(-4px);
+}
+
+.workbench-ai-thinking-collapse-enter-to,
+.workbench-ai-thinking-collapse-leave-from {
+  max-height: 460px;
+  opacity: 1;
+  transform: translateY(0);
+}
+
+.workbench-ai-confirm-mask {
+  position: fixed;
+  inset: 0;
+  z-index: 60;
+  display: grid;
+  place-items: center;
+  padding: 24px;
+  background: rgba(15, 23, 42, 0.22);
+  backdrop-filter: blur(10px);
+}
+
+.workbench-ai-confirm-dialog {
+  width: min(420px, 100%);
+  display: grid;
+  gap: 14px;
+  padding: 24px;
+  border: 1px solid rgba(226, 232, 240, 0.86);
+  border-radius: 18px;
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.98), rgba(255, 251, 247, 0.96));
+  color: #0f172a;
+  box-shadow:
+    0 28px 80px rgba(15, 23, 42, 0.22),
+    inset 0 1px 0 rgba(255, 255, 255, 0.95);
+}
+
+.workbench-ai-confirm-dialog h3 {
+  margin: 0;
+  color: #111827;
+  font-size: 18px;
+  font-weight: 860;
+  line-height: 1.35;
+}
+
+.workbench-ai-confirm-dialog p {
+  margin: 0;
+  color: #64748b;
+  font-size: 14px;
+  font-weight: 540;
+  line-height: 1.7;
+}
+
+.workbench-ai-confirm-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 10px;
+  margin-top: 2px;
+}
+
+.workbench-ai-confirm-actions button {
+  min-height: 38px;
+  padding: 0 15px;
+  border: 0;
+  border-radius: 10px;
+  font: inherit;
+  font-size: 13px;
+  font-weight: 820;
+  cursor: pointer;
+}
+
+.workbench-ai-confirm-actions .ghost {
+  background: rgba(241, 245, 249, 0.9);
+  color: #475569;
+}
+
+.workbench-ai-confirm-actions .danger {
+  background: #dc2626;
+  color: #fff;
+  box-shadow: 0 12px 22px rgba(220, 38, 38, 0.2);
+}
+
+.workbench-ai-confirm-fade-enter-active,
+.workbench-ai-confirm-fade-leave-active {
+  transition: opacity 180ms ease;
+}
+
+.workbench-ai-confirm-fade-enter-active .workbench-ai-confirm-dialog,
+.workbench-ai-confirm-fade-leave-active .workbench-ai-confirm-dialog {
+  transition:
+    opacity 180ms ease,
+    transform 180ms ease;
+}
+
+.workbench-ai-confirm-fade-enter-from,
+.workbench-ai-confirm-fade-leave-to {
+  opacity: 0;
+}
+
+.workbench-ai-confirm-fade-enter-from .workbench-ai-confirm-dialog,
+.workbench-ai-confirm-fade-leave-to .workbench-ai-confirm-dialog {
+  opacity: 0;
+  transform: translateY(10px) scale(0.98);
+}
+
+@keyframes workbenchAiControlIn {
+  from {
+    opacity: 0;
+    transform: translateY(18px) scale(0.985);
+    filter: blur(3px);
+  }
+
+  to {
+    opacity: 1;
+    transform: translateY(0) scale(1);
+    filter: blur(0);
+  }
+}
+
+@keyframes workbenchAiPopoverIn {
+  from {
+    opacity: 0;
+    transform: translateY(8px) scale(0.98);
+  }
+
+  to {
+    opacity: 1;
+    transform: translateY(0) scale(1);
+  }
+}
+
+@keyframes workbenchAiPulse {
+  0%,
+  100% {
+    transform: scale(1);
+    opacity: 0.86;
+  }
+
+  50% {
+    transform: scale(1.22);
+    opacity: 1;
+  }
+}
+
+@media (max-width: 960px) {
+  .workbench-ai-mode {
+    padding: 34px 20px 34px;
+  }
+
+  .workbench-ai-mode::after {
+    opacity: 0.58;
+  }
+
+  .workbench-ai-shell {
+    gap: 18px;
+    padding-top: 18px;
+  }
+
+  .workbench-ai-copy h2 {
+    font-size: 28px;
+  }
+
+  .workbench-ai-composer {
+    min-height: 168px;
+    padding: 24px 24px 20px;
+    border-radius: 22px;
+  }
+
+  .workbench-ai-action-row {
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+    gap: 14px;
+  }
+
+  .workbench-ai-conversation {
+    padding: 24px 22px 22px;
+  }
+
+  .workbench-ai-answer-card {
+    padding: 26px;
+  }
+}
+
+@media (max-width: 640px) {
+  .workbench-ai-mode {
+    padding: 24px 14px 28px;
+  }
+
+  .workbench-ai-orb {
+    width: 88px;
+    height: 88px;
+  }
+
+  .workbench-ai-orb__image {
+    width: 100%;
+    height: 100%;
+  }
+
+  .workbench-ai-copy h2 {
+    font-size: 24px;
+  }
+
+  .workbench-ai-copy p {
+    font-size: 14px;
+  }
+
+  .workbench-ai-composer {
+    min-height: 158px;
+    padding: 20px 16px 16px;
+  }
+
+  .workbench-ai-composer textarea {
+    font-size: 16px;
+  }
+
+  .workbench-ai-composer-toolbar {
+    gap: 10px;
+  }
+
+  .workbench-ai-tool-buttons {
+    gap: 8px;
+  }
+
+  .workbench-ai-icon-btn {
+    width: 40px;
+    height: 40px;
+  }
+
+  .workbench-ai-send-btn {
+    width: 40px;
+    height: 40px;
+  }
+
+  .workbench-ai-count {
+    font-size: 13px;
+  }
+
+  .workbench-ai-action-row {
+    grid-template-columns: 1fr;
+  }
+
+  .workbench-ai-conversation {
+    padding: 18px 12px 16px;
+  }
+
+  .workbench-ai-thread {
+    padding-bottom: 18px;
+  }
+
+  .workbench-ai-answer-card {
+    padding: 20px;
+    border-radius: 16px;
+  }
+
+  .workbench-ai-answer-card p {
+    font-size: 15px;
+  }
+
+  .workbench-ai-user-bubble {
+    max-width: 92%;
+  }
+
+  .workbench-ai-composer--inline {
+    min-height: 120px;
+    padding: 18px 16px;
+  }
+
+  .workbench-ai-date-popover {
+    width: min(276px, calc(100vw - 36px));
+  }
+}
+
+@media (prefers-reduced-motion: reduce) {
+  .workbench-ai-orb,
+  .workbench-ai-copy,
+  .workbench-ai-composer,
+  .workbench-ai-composer textarea,
+  .workbench-ai-icon-btn,
+  .workbench-ai-send-btn,
+  .workbench-ai-file-strip,
+  .workbench-ai-action,
+  .workbench-ai-message,
+  .workbench-ai-composer--inline,
+  .workbench-ai-date-popover,
+  .workbench-ai-thinking-dot {
+    animation: none;
+    opacity: 1;
+    transform: none;
+    filter: none;
+  }
+
+  .workbench-ai-panel-swap-enter-active,
+  .workbench-ai-panel-swap-leave-active,
+  .workbench-ai-thinking-collapse-enter-active,
+  .workbench-ai-thinking-collapse-leave-active,
+  .workbench-ai-confirm-fade-enter-active,
+  .workbench-ai-confirm-fade-leave-active,
+  .workbench-ai-confirm-fade-enter-active .workbench-ai-confirm-dialog,
+  .workbench-ai-confirm-fade-leave-active .workbench-ai-confirm-dialog {
+    transition: none;
+  }
+}
diff --git a/web/src/assets/styles/components/personal-workbench-responsive.css b/web/src/assets/styles/components/personal-workbench-responsive.css
index 0d3f17a..769bc1c 100644
--- a/web/src/assets/styles/components/personal-workbench-responsive.css
+++ b/web/src/assets/styles/components/personal-workbench-responsive.css
@@ -1,77 +1,40 @@
-/* 1080p / 小高度屏：进一步压缩 AI 助手卡片高度 (排除手机端) */
+/* 1080p / 小高度屏：让传统模式顶部趋势卡更紧凑 */
 @media (max-height: 980px) and (min-width: 761px) {
   .workbench {
-    --hero-padding-top: 20px;
-    --hero-padding-bottom: 20px;
-    --hero-title-size: 28px;
-    --hero-copy-gap: 16px;
-    --hero-title-bottom-gap: 10px;
-    --composer-min-height: 108px;
-    --composer-textarea-height: 48px;
-    --composer-padding-block: 10px;
-    --quick-prompts-gap-top: 8px;
-    --capability-row-height: 96px;
+    --hero-title-size: 31px;
+    --trend-card-min-height: 232px;
+    --capability-row-height: 106px;
     gap: 9px;
   }
 
-  .assistant-hero {
-    --assistant-bg-position: right center;
-    --assistant-decor-width: clamp(760px, 66vw, 980px);
-    --assistant-decor-opacity: 0.86;
-    padding: var(--hero-padding-top) 18px var(--hero-padding-bottom) 44px;
+  .workbench-trend-hero {
+    padding: 24px 20px 10px 20px;
   }
 
-  .assistant-copy p {
-    font-size: 14px;
-    line-height: 1.5;
-    margin-bottom: 0;
+  .workbench-trend-card {
   }
 
-  .assistant-composer textarea {
-    font-size: 15px;
-  }
-
-  .composer-icon-button,
-  .composer-send-button {
-    height: 32px;
-  }
-
-  .composer-send-button {
-    width: 50px;
+  .trend-chart-panel {
+    min-height: 128px;
   }
 }
 
 /* 2K 宽屏但内容区仍偏高时，略收紧（避免 hero 独占过多纵向空间） */
 @media (min-width: 1920px) and (max-height: 1100px) {
   .workbench {
-    --hero-padding-top: 22px;
-    --hero-padding-bottom: 22px;
-    --hero-title-size: 29px;
-    --composer-min-height: 114px;
-    --composer-textarea-height: 50px;
-    --capability-row-height: 100px;
+    --hero-title-size: 32px;
+    --trend-card-min-height: 236px;
+    --capability-row-height: 108px;
   }
 }
 
 @media (max-width: 1440px) {
   .workbench {
-    grid-template-rows: auto var(--capability-row-height) minmax(0, 1fr);
     gap: 10px;
   }
 
-  .assistant-hero {
-    --assistant-bg-position: right center;
-    --assistant-decor-width: clamp(760px, 66vw, 980px);
-    --assistant-decor-opacity: 0.9;
-    padding: var(--hero-padding-top) 18px var(--hero-padding-bottom) 44px;
-  }
-
-  .assistant-copy {
-    width: min(940px, 92%);
-  }
-
-  .assistant-copy h1 {
-    font-size: 33px;
+  .trend-summary-panel h1 {
+    font-size: 32px;
   }
 
   .capability-grid--privileged {
@@ -83,7 +46,7 @@
   }
 
   .capability-card {
-    padding: 17px 12px 17px 22px;
+    padding: 18px 14px 18px 22px;
   }
 
   .capability-copy {
@@ -109,24 +72,15 @@
   .workbench {
     height: auto;
     min-height: 100%;
-    grid-template-rows: auto auto auto;
     gap: 12px;
   }
 
-  .assistant-hero {
-    --assistant-bg-position: right center;
-    --assistant-decor-width: clamp(620px, 74vw, 860px);
-    --assistant-decor-opacity: 0.62;
-    --assistant-readability-mask:
-      linear-gradient(90deg, rgba(255, 255, 255, 0.82) 0%, rgba(255, 255, 255, 0.5) 58%, rgba(255, 255, 255, 0.06) 100%);
-    --assistant-theme-tint:
-      linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.12) 0%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.04) 58%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.09) 100%);
-    backdrop-filter: blur(10px) saturate(1.12);
-    -webkit-backdrop-filter: blur(10px) saturate(1.12);
+  .workbench-trend-card {
+    grid-template-columns: 1fr;
   }
 
-  .assistant-copy {
-    width: min(820px, 92%);
+  .trend-summary-panel {
+    align-content: start;
   }
 
   .capability-grid--privileged {
@@ -149,126 +103,91 @@
 @media (min-width: 961px) and (max-width: 1440px),
        (min-width: 961px) and (max-height: 820px) {
   .workbench {
-    --hero-padding-top: 14px;
-    --hero-padding-bottom: 14px;
-    --hero-title-size: 24px;
-    --hero-copy-gap: 14px;
-    --hero-title-bottom-gap: 8px;
-    --composer-min-height: 92px;
-    --composer-textarea-height: 38px;
-    --composer-padding-block: 8px;
-    --quick-prompts-gap-top: 5px;
-    --capability-row-height: 82px;
+    --hero-title-size: 30px;
+    --trend-card-min-height: 232px;
+    --capability-row-height: 102px;
     gap: 8px;
   }
 
-  .assistant-hero {
-    --assistant-decor-width: clamp(680px, 60vw, 880px);
-    --assistant-decor-opacity: 0.72;
-    padding: var(--hero-padding-top) 16px var(--hero-padding-bottom) 34px;
+  .workbench-trend-hero {
+    padding: 24px 18px 10px 18px;
   }
 
-  .assistant-copy {
-    width: min(900px, 92%);
+  .workbench-trend-card {
+    min-height: 0;
   }
 
-  .assistant-copy h1 {
-    margin-bottom: var(--hero-title-bottom-gap);
+  .trend-summary-panel {
+    gap: 7px;
+  }
+
+  .trend-summary-panel h1 {
+    margin-bottom: 28px;
     font-size: var(--hero-title-size);
     line-height: 1.14;
   }
 
-  .assistant-composer {
-    min-height: var(--composer-min-height);
-    gap: 4px;
-    padding: var(--composer-padding-block) 14px 8px;
+  .trend-total {
+    font-size: 42px;
   }
 
-  .assistant-composer textarea {
-    height: var(--composer-textarea-height);
-    min-height: var(--composer-textarea-height);
-    max-height: var(--composer-textarea-height);
+  .trend-summary-panel small {
+    display: none;
+  }
+
+  .trend-chart-panel {
+    min-height: 0;
+  }
+
+  .trend-chart-head strong {
     font-size: 14px;
-    line-height: 1.42;
   }
 
-  .composer-toolbar {
-    gap: 8px;
-  }
-
-  .composer-icon-button,
-  .composer-send-button {
-    height: 30px;
-  }
-
-  .composer-icon-button {
-    width: 30px;
-    font-size: 17px;
-  }
-
-  .composer-send-button {
-    width: 46px;
-    font-size: 16px;
-  }
-
-  .composer-count {
-    font-size: 12px;
-  }
-
-  .quick-prompts {
-    gap: 8px;
-    margin-top: var(--quick-prompts-gap-top);
+  .trend-chart-source {
     font-size: 12.5px;
   }
 
-  .quick-prompts button {
-    min-height: 24px;
-    padding: 0 10px;
-    font-size: 12px;
-  }
-
   .capability-grid {
     gap: 10px;
   }
 
   .capability-card {
-    grid-template-columns: 34px minmax(0, 1fr) 14px;
-    gap: 10px;
-    padding: 12px 12px 12px 16px;
+    grid-template-columns: 40px minmax(0, 1fr) 16px;
+    gap: 12px;
+    padding: 15px 14px 15px 18px;
   }
 
   .capability-icon {
-    --workbench-list-icon-size: 34px;
-    --workbench-list-icon-art-size: 20px;
-    width: 34px;
-    height: 34px;
+    --workbench-list-icon-size: 40px;
+    --workbench-list-icon-art-size: 24px;
+    width: 40px;
+    height: 40px;
   }
 
   .capability-copy {
-    gap: 2px;
+    gap: 3px;
   }
 
   .capability-copy strong {
-    font-size: 13px;
+    font-size: 14px;
     line-height: 1.2;
   }
 
   .capability-copy small {
-    font-size: 11px;
+    font-size: 12px;
     line-height: 1.22;
   }
 
   .capability-arrow {
-    width: 14px;
-    min-width: 14px;
-    font-size: 16px;
+    width: 16px;
+    min-width: 16px;
+    font-size: 17px;
   }
 }
 
 @media (max-width: 760px) {
   .workbench {
     height: auto;
-    grid-template-rows: none;
     gap: 14px;
     overflow: visible;
     --workbench-glass-base:
@@ -279,47 +198,36 @@
     --workbench-glass-blur: blur(14px) saturate(1.2);
   }
 
-  .assistant-hero {
-    min-height: auto;
-    --assistant-bg-position: right center;
-    --assistant-decor-width: min(620px, 118vw);
-    --assistant-decor-opacity: 0.36;
-    --assistant-readability-mask:
-      linear-gradient(180deg, rgba(255, 255, 255, 0.86) 0%, rgba(255, 255, 255, 0.76) 100%),
-      linear-gradient(90deg, rgba(255, 255, 255, 0.88) 0%, rgba(255, 255, 255, 0.52) 100%);
-    --assistant-theme-tint:
-      linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.12) 0%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.04) 100%);
-    padding: 24px 18px 24px;
-    backdrop-filter: blur(9px) saturate(1.1);
-    -webkit-backdrop-filter: blur(9px) saturate(1.1);
+  .workbench-trend-hero {
+    padding: 16px;
   }
 
-  .assistant-copy {
-    width: 100%;
+  .workbench-trend-card {
+    grid-template-columns: 1fr;
+    gap: 18px;
   }
 
-  .assistant-copy h1 {
+  .trend-summary-panel h1 {
     max-width: 320px;
     font-size: 28px;
   }
 
-  .assistant-composer {
-    padding: 14px;
+  .trend-summary-panel {
+    transform: none;
   }
 
-  .composer-toolbar {
+  .trend-total {
+    font-size: 34px;
+  }
+
+  .trend-chart-head {
+    align-items: flex-start;
+    flex-direction: column;
     gap: 8px;
-    flex-wrap: wrap;
   }
 
-  .composer-count {
-    order: 4;
-    width: 100%;
-    margin-left: 0;
-  }
-
-  .composer-send-button {
-    margin-left: auto;
+  .trend-chart-panel {
+    min-height: 148px;
   }
 
   .capability-grid,
@@ -356,88 +264,33 @@
   }
 }
 
-/* 针对低高度视口（如低于 840px，包含大部分笔记本 768px 高度），解除 height: 100% 限制，让内容流式高度，防止纵向元素被过度压扁 (排除手机端) */
+/* 针对低高度视口，解除 height: 100% 限制，防止纵向元素被过度压扁 */
 @media (max-height: 840px) and (min-width: 761px) {
   .workbench {
     height: auto;
     min-height: 100%;
-    grid-template-rows: auto var(--capability-row-height) auto;
   }
 }
 
-/* 手机端/窄屏自适应优化 (560px 以下) */
 @media (max-width: 560px) {
-  /* 常用提问横向滑动展示，避免折行过多撑爆高度 */
-  .quick-prompts {
-    display: flex;
-    flex-wrap: nowrap;
-    overflow-x: auto;
-    -webkit-overflow-scrolling: touch;
-    width: 100%;
-    gap: 8px;
-    padding-bottom: 2px;
-  }
-
-  .quick-prompts span {
-    display: none; /* 隐藏“常用提问：”前缀，以最大化利用横向空间 */
-  }
-
-  .quick-prompts button {
-    flex-shrink: 0;
-    padding: 0 10px;
-    min-height: 26px;
-    font-size: 12px;
-  }
-
-  /* 隐藏常用提问横滑条的原生滚动条，保持精致视觉 */
-  .quick-prompts::-webkit-scrollbar {
-    display: none;
-  }
-
-  .assistant-hero {
-    --assistant-bg-position: 72% center;
-    padding: 20px 14px 20px;
+  .workbench-trend-hero {
+    padding: 14px;
   }
 }
 
-/* 手机端/窄屏自适应优化 (480px 以下) */
 @media (max-width: 480px) {
-  /* 输入框更小巧 */
-  .assistant-composer {
-    padding: 10px 12px;
-    min-height: 94px;
+  .trend-summary-panel h1 {
+    font-size: 24px;
   }
 
-  .assistant-composer textarea {
-    font-size: 14px;
-    height: 42px;
-    min-height: 42px;
+  .trend-total {
+    font-size: 30px;
   }
 
-  .composer-toolbar {
-    gap: 6px;
+  .trend-chart-panel {
+    min-height: 132px;
   }
 
-  .composer-icon-button,
-  .composer-send-button {
-    height: 30px;
-    font-size: 13px;
-  }
-
-  .composer-icon-button {
-    width: 30px;
-  }
-
-  .composer-send-button {
-    width: 46px;
-  }
-
-  /* 限制上传的附件文件芯片的最大宽度，防止溢出 */
-  .assistant-file-chip {
-    max-width: 110px;
-  }
-
-  /* AI 财务助手卡片尺寸更精致 */
   .capability-card {
     padding: 12px 10px 12px 14px;
     gap: 8px;
@@ -463,7 +316,6 @@
     font-size: 11px;
   }
 
-  /* 重点优化：费用进度行的网格区域（Grid Area）双行重构 */
   .progress-row {
     display: grid;
     grid-template-columns: minmax(70px, auto) 1fr minmax(74px, auto);
@@ -506,7 +358,7 @@
   .progress-result {
     grid-area: result;
     width: 100%;
-    justify-items: end; /* 金额和状态右对齐 */
+    justify-items: end;
     gap: 2px;
   }
 
@@ -515,9 +367,9 @@
   }
 
   .progress-status {
-    font-size: 11px;
     min-height: 18px;
     padding: 0 5px;
+    font-size: 11px;
   }
 
   .progress-steps {
@@ -526,7 +378,6 @@
     margin-top: 4px;
   }
 
-  /* 缩小步骤图图标与连线 */
   .progress-step i {
     width: 14px;
     height: 14px;
@@ -541,7 +392,6 @@
     top: 7px;
   }
 
-  /* 侧边分析栏优化 */
   .side-panel {
     padding: 8px 10px;
     gap: 4px;
diff --git a/web/src/assets/styles/components/personal-workbench.css b/web/src/assets/styles/components/personal-workbench.css
index 66e6de8..487fb6c 100644
--- a/web/src/assets/styles/components/personal-workbench.css
+++ b/web/src/assets/styles/components/personal-workbench.css
@@ -1,14 +1,11 @@
 .workbench {
   --hero-padding-top: 26px;
   --hero-padding-bottom: 26px;
-  --hero-title-size: 30px;
+  --hero-title-size: 34px;
   --hero-copy-gap: 6px;
   --hero-title-bottom-gap: 18px;
-  --composer-min-height: 122px;
-  --composer-textarea-height: 54px;
-  --composer-padding-block: 12px;
-  --quick-prompts-gap-top: 10px;
-  --capability-row-height: 104px;
+  --trend-card-min-height: 260px;
+  --capability-row-height: 116px;
   --workbench-ink: var(--ink, #1e293b);
   --workbench-text: var(--text, #334155);
   --workbench-muted: var(--muted, #64748b);
@@ -30,8 +27,8 @@
   margin: 0 auto;
   height: 100%;
   min-width: 0;
-  display: grid;
-  grid-template-rows: auto var(--capability-row-height) minmax(0, 1fr);
+  display: flex;
+  flex-direction: column;
   gap: 10px;
   overflow: visible;
   color: var(--workbench-ink);
@@ -41,7 +38,7 @@
   background-color: var(--workbench-surface-soft);
 }
 
-.workbench :where(button, textarea) {
+.workbench :where(button) {
   font: inherit;
 }
 
@@ -58,338 +55,139 @@
 
 .workbench :where(button:disabled) { cursor: not-allowed; opacity: 0.7; }
 
-.assistant-hero {
-  --assistant-bg-position: right center;
-  --assistant-decor-width: clamp(860px, 62vw, 1180px);
-  --assistant-decor-opacity: 0.92;
-  --assistant-readability-mask:
-    linear-gradient(90deg, rgba(255, 255, 255, 0.74) 0%, rgba(255, 255, 255, 0.34) 46%, rgba(255, 255, 255, 0) 100%);
-  --assistant-theme-tint:
-    linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.11), rgba(var(--theme-primary-rgb, 58, 124, 165), 0.025) 54%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.075));
+.workbench-trend-hero {
   position: relative;
   z-index: 2;
+  flex: 0 0 var(--trend-card-min-height);
+  height: var(--trend-card-min-height);
   min-height: 0;
-  display: flex;
-  flex-direction: column;
-  justify-content: center;
-  overflow: visible;
-  padding: var(--hero-padding-top) 20px var(--hero-padding-bottom) 52px;
-  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.18);
-  border-radius: 4px;
+  padding: 24px 28px;
+  overflow: hidden;
+  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.16);
+  border-radius: 12px;
   background:
-    linear-gradient(180deg, rgba(255, 255, 255, 0.72), rgba(255, 255, 255, 0.54)),
-    var(--assistant-theme-tint);
-  background-color: rgba(247, 252, 255, 0.72);
-  backdrop-filter: blur(14px) saturate(1.18);
-  -webkit-backdrop-filter: blur(14px) saturate(1.18);
+    linear-gradient(120deg, rgba(255, 255, 255, 0.85), rgba(249, 252, 255, 0.7)),
+    linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.08), transparent 68%);
+  backdrop-filter: blur(12px) saturate(140%);
+  -webkit-backdrop-filter: blur(12px) saturate(140%);
   box-shadow:
-    0 12px 28px rgba(15, 23, 42, 0.045),
-    inset 0 1px 0 rgba(255, 255, 255, 0.86),
-    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.07);
-  isolation: isolate;
-  animation: workbenchItemIn 560ms var(--ease, cubic-bezier(0.2, 0.8, 0.2, 1)) both;
+    0 16px 32px rgba(15, 23, 42, 0.04),
+    inset 0 1px 0 rgba(255, 255, 255, 0.94);
+  animation: workbenchItemIn 520ms var(--ease, cubic-bezier(0.2, 0.8, 0.2, 1)) both;
   animation-delay: 0ms;
 }
 
-.assistant-hero::after {
-  content: "";
-  position: absolute;
-  top: 0;
-  right: 0;
-  bottom: 0;
-  width: 82%;
-  min-width: 760px;
-  background: url("../../images/workbench-hero-right-bg.png") var(--assistant-bg-position) / var(--assistant-decor-width) auto no-repeat;
-  opacity: var(--assistant-decor-opacity);
-  pointer-events: none;
-  z-index: 0;
-}
-
-.assistant-hero::before {
-  content: "";
-  position: absolute;
-  inset: 0;
-  border-radius: inherit;
-  background:
-    var(--assistant-readability-mask),
-    linear-gradient(120deg, rgba(255, 255, 255, 0.36), transparent 22%, transparent 72%, rgba(255, 255, 255, 0.18)),
-    linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.05), transparent 58%);
-  pointer-events: none;
-  z-index: 1;
-}
-
-.assistant-copy {
+.workbench-trend-card {
   position: relative;
-  z-index: 3;
-  width: min(980px, 94%);
+  z-index: 1;
   display: grid;
-  gap: var(--hero-copy-gap);
+  grid-template-columns: minmax(200px, 0.28fr) minmax(0, 1fr);
+  align-items: stretch;
+  gap: 16px;
+  width: 100%;
+  height: 100%;
+  min-height: 0;
+  padding: 0;
+  overflow: hidden;
+  border: 0;
+  border-radius: 0;
+  background: transparent;
+  box-shadow: none;
 }
 
-.assistant-copy h1 {
-  margin: 0 0 var(--hero-title-bottom-gap);
+.trend-summary-panel {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+  min-width: 0;
+}
+
+.trend-summary-panel h1 {
+  margin: 0 0 44px 0;
   color: var(--workbench-ink);
   font-size: var(--hero-title-size);
-  line-height: 1.18;
+  line-height: 1.16;
+  font-weight: 880;
+}
+
+.trend-summary-panel p {
+  margin: 0 0 4px;
+  color: var(--workbench-muted);
+  font-size: 14px;
+  font-weight: 650;
+}
+
+.trend-total {
+  background: linear-gradient(110deg, var(--workbench-ink) 20%, var(--workbench-primary-active) 100%);
+  -webkit-background-clip: text;
+  -webkit-text-fill-color: transparent;
+  background-clip: text;
+  color: var(--workbench-ink);
+  font-size: clamp(38px, 3.3vw, 54px);
+  line-height: 1;
+  font-weight: 860;
+  letter-spacing: -0.5px;
+  filter: drop-shadow(0 2px 8px rgba(var(--theme-primary-rgb, 58, 124, 165), 0.12));
+}
+
+.trend-change {
+  display: inline-flex;
+  align-items: center;
+  gap: 5px;
+  min-height: 26px;
+  color: var(--workbench-primary-active);
+  font-size: 13px;
+  font-weight: 800;
+}
+
+.trend-change.is-down {
+  color: #b45309;
+}
+
+.trend-summary-panel small {
+  color: color-mix(in srgb, var(--workbench-muted) 80%, #ffffff);
+  font-size: 12px;
+  font-weight: 650;
+}
+
+.trend-chart-panel {
+  display: grid;
+  grid-template-rows: auto minmax(0, 1fr);
+  align-content: stretch;
+  gap: 8px;
+  min-width: 0;
+  min-height: 0;
+}
+
+.trend-chart-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 14px;
+  min-width: 0;
+  color: var(--workbench-ink);
+}
+
+.trend-chart-head strong {
+  font-size: 15px;
   font-weight: 850;
 }
 
-.assistant-copy h1 span:not(.typing-cursor) {
-  color: var(--workbench-primary-active);
-  display: inline-block;
-  animation: workbenchItemIn 400ms var(--ease, cubic-bezier(0.2, 0.8, 0.2, 1)) both;
-}
-
-.typing-cursor {
-  display: inline-block;
-  color: var(--workbench-primary-active);
-  font-weight: 400;
-  margin-left: 2px;
-  animation: cursorBlink 0.9s step-end infinite;
-}
-
-@keyframes cursorBlink {
-  0%, 100% { opacity: 1; }
-  50% { opacity: 0; }
-}
-
-.assistant-copy p {
-  max-width: 680px;
-  margin: 0 0 2px;
+.trend-chart-source {
   color: var(--workbench-muted);
-  font-size: 15px;
-  line-height: 1.6;
-  font-weight: 600;
-}
-
-.assistant-copy > * {
-  animation: workbenchItemIn 480ms var(--ease, cubic-bezier(0.2, 0.8, 0.2, 1)) both;
-}
-
-.assistant-copy > h1 { animation-delay: 80ms; }
-.assistant-copy > p { animation-delay: 160ms; }
-.assistant-copy > .assistant-composer { animation-delay: 240ms; }
-.assistant-copy > .assistant-file-strip { animation-delay: 320ms; }
-.assistant-copy > .quick-prompts { animation-delay: 320ms; }
-
-.assistant-file-input { display: none; }
-
-.assistant-composer {
-  position: relative;
-  z-index: 20;
-  display: grid;
-  gap: 6px;
-  max-width: 920px;
-  min-height: var(--composer-min-height);
-  padding: var(--composer-padding-block) 18px 10px;
-  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.24);
-  border-radius: 4px;
-  background:
-    linear-gradient(180deg, rgba(255, 255, 255, 0.88), rgba(255, 255, 255, 0.74)),
-    linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.045), rgba(255, 255, 255, 0.18));
-  box-shadow:
-    0 10px 24px rgba(15, 23, 42, 0.045),
-    inset 0 1px 0 rgba(255, 255, 255, 0.9),
-    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.06);
-  backdrop-filter: blur(10px) saturate(1.14);
-  -webkit-backdrop-filter: blur(10px) saturate(1.14);
-  transition:
-    border-color 180ms var(--ease),
-    background 180ms var(--ease),
-    box-shadow 180ms var(--ease);
-}
-
-.assistant-composer::before {
-  content: "";
-  position: absolute;
-  inset: 0;
-  z-index: 0;
-  border-radius: inherit;
-  background:
-    linear-gradient(110deg, rgba(255, 255, 255, 0.32), transparent 32%),
-    linear-gradient(180deg, rgba(255, 255, 255, 0.18), transparent 42%);
-  pointer-events: none;
-}
-
-.assistant-composer > * {
-  position: relative;
-  z-index: 1;
-}
-
-.assistant-composer:focus-within {
-  border-color: rgba(var(--theme-primary-rgb, 58, 124, 165), 0.58);
-  background:
-    linear-gradient(180deg, rgba(255, 255, 255, 0.92), rgba(255, 255, 255, 0.78)),
-    linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.06), rgba(255, 255, 255, 0.22));
-  box-shadow: 
-    0 0 0 3px rgba(var(--theme-primary-rgb, 58, 124, 165), 0.11),
-    0 14px 30px rgba(15, 23, 42, 0.055),
-    inset 0 1px 0 rgba(255, 255, 255, 0.94),
-    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.08);
-}
-
-.assistant-composer textarea {
-  width: 100%;
-  min-width: 0;
-  height: var(--composer-textarea-height);
-  min-height: var(--composer-textarea-height);
-  max-height: var(--composer-textarea-height);
-  resize: none;
-  border: 0;
-  padding: 0;
-  background: transparent;
-  color: var(--workbench-ink);
-  font-size: 16px;
-  line-height: 1.55;
-  overflow: hidden;
-}
-
-.assistant-composer textarea::placeholder {
-  color: color-mix(in srgb, var(--workbench-muted) 70%, #ffffff);
-}
-
-.assistant-composer textarea:focus { outline: none; }
-
-.assistant-composer textarea[readonly] {
-  color: color-mix(in srgb, var(--workbench-ink) 72%, #ffffff);
-  cursor: progress;
-}
-
-.assistant-intent-status {
-  display: inline-flex;
-  align-items: center;
-  width: fit-content;
-  max-width: 100%;
-  min-height: 28px;
-  gap: 8px;
-  padding: 0 10px;
-  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.22);
-  border-radius: 4px;
-  background: rgba(var(--theme-primary-rgb, 58, 124, 165), 0.08);
-  color: var(--workbench-primary-active);
-  font-size: 12px;
-  font-weight: 750;
-  line-height: 1.35;
-}
-
-.assistant-intent-status i {
-  font-size: 15px;
-}
-
-.composer-toolbar {
-  display: flex;
-  align-items: center;
-  gap: 12px;
-}
-
-.composer-icon-button,
-.composer-send-button {
-  display: inline-flex;
-  align-items: center;
-  justify-content: center;
-  height: 36px;
-  border-radius: 4px;
-  white-space: nowrap;
-}
-
-.composer-icon-button {
-  width: 36px;
-  border: 1px solid var(--workbench-line);
-  background: var(--workbench-surface);
-  color: var(--workbench-text);
-  font-size: 19px;
-}
-
-.composer-count {
-  margin-left: auto;
-  color: color-mix(in srgb, var(--workbench-muted) 75%, #ffffff);
   font-size: 13px;
-  font-weight: 650;
-}
-
-.composer-send-button {
-  width: 56px;
-  background: var(--workbench-primary-active);
-  color: #fff;
-  font-size: 18px;
-  box-shadow: 0 6px 14px rgba(var(--theme-primary-rgb, 58, 124, 165), 0.16);
-}
-
-.assistant-file-strip {
-  display: flex;
-  align-items: center;
-  gap: 8px;
-  flex-wrap: wrap;
-}
-
-.assistant-file-note,
-.assistant-file-chip {
-  display: inline-flex;
-  align-items: center;
-  max-width: 220px;
-  min-height: 28px;
-  padding: 0 10px;
-  border-radius: 4px;
-  font-size: 12px;
-  font-weight: 750;
-}
-
-.assistant-file-note {
-  background: var(--workbench-primary-soft);
-  color: var(--workbench-primary-active);
-}
-
-.assistant-file-chip {
-  overflow: hidden;
-  border: 1px solid var(--workbench-line);
-  background: var(--workbench-surface);
-  color: var(--workbench-text);
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.assistant-file-clear {
-  color: var(--workbench-muted);
-  font-size: 12px;
-  font-weight: 750;
-}
-
-.quick-prompts {
-  display: flex;
-  align-items: center;
-  gap: 10px;
-  flex-wrap: wrap;
-  margin-top: var(--quick-prompts-gap-top);
-  margin-bottom: 0;
-  color: var(--workbench-text);
-  font-size: 14px;
   font-weight: 700;
+  white-space: nowrap;
 }
 
-.quick-prompts button {
-  min-height: 28px;
-  padding: 0 14px;
-  border: 1px solid var(--workbench-line);
-  border-radius: 4px;
-  background: rgba(255, 255, 255, 0.86);
-  color: var(--workbench-text);
-  font-size: 13px;
-  font-weight: 650;
-}
-
-.quick-prompts .quick-more {
-  display: inline-flex;
-  align-items: center;
-  gap: 4px;
-  border-color: transparent;
-  background: transparent;
-  color: var(--workbench-primary-active);
-  font-weight: 800;
+.workbench-trend-chart {
+  min-height: 0;
 }
 
 .capability-grid {
   position: relative;
   z-index: 1;
+  flex: 0 0 var(--capability-row-height);
   display: grid;
   gap: 16px;
   min-height: 0;
@@ -407,11 +205,11 @@
   position: relative;
   isolation: isolate;
   display: grid;
-  grid-template-columns: 40px minmax(0, 1fr) 18px;
+  grid-template-columns: 44px minmax(0, 1fr) 18px;
   align-items: center;
-  gap: 14px;
+  gap: 16px;
   min-height: 0;
-  padding: 16px 18px 16px 22px;
+  padding: 18px 20px 18px 24px;
   overflow: visible;
   text-align: left;
   border: 1px solid rgba(255, 255, 255, 0.9);
@@ -450,10 +248,10 @@
 }
 
 .capability-icon {
-  --workbench-list-icon-size: 40px;
-  --workbench-list-icon-art-size: 24px;
-  width: 40px;
-  height: 40px;
+  --workbench-list-icon-size: 44px;
+  --workbench-list-icon-art-size: 26px;
+  width: 44px;
+  height: 44px;
   color: var(--capability-color);
 }
 
@@ -467,7 +265,7 @@
 
 .capability-copy strong {
   color: var(--workbench-ink);
-  font-size: 14px;
+  font-size: 15px;
   font-weight: 850;
   line-height: 1.25;
   overflow: hidden;
@@ -479,7 +277,7 @@
 .capability-copy small {
   overflow: hidden;
   color: var(--workbench-muted);
-  font-size: 12px;
+  font-size: 12.5px;
   line-height: 1.35;
   text-overflow: ellipsis;
   white-space: nowrap;
@@ -529,6 +327,7 @@
 }
 
 .workbench-content-grid {
+  flex: 1 1 auto;
   display: grid;
   grid-template-columns: minmax(640px, 1.8fr) minmax(260px, 0.55fr);
   gap: 14px;
@@ -1034,9 +833,7 @@
 }
 
 .capability-card:hover,
-.progress-row:hover,
-.quick-prompts button:hover,
-.composer-icon-button:hover {
+.progress-row:hover {
   border-color: rgba(var(--theme-primary-rgb, 58, 124, 165), 0.24);
   color: var(--workbench-primary-active);
 }
@@ -1053,9 +850,10 @@
 }
 
 @media (prefers-reduced-motion: reduce) {
-  .assistant-hero,
+  .workbench-trend-hero,
   .capability-card,
   .workbench-card {
     animation: none !important;
   }
 }
+
diff --git a/web/src/assets/styles/components/sidebar-rail.css b/web/src/assets/styles/components/sidebar-rail.css
index 21c38ce..f4e84fb 100644
--- a/web/src/assets/styles/components/sidebar-rail.css
+++ b/web/src/assets/styles/components/sidebar-rail.css
@@ -276,51 +276,43 @@
 }
 
 .rail-user {
-  position: relative;
+  box-sizing: border-box;
   min-width: 0;
-  min-height: 78px;
-  margin: 0;
-  padding: 16px 20px 18px;
-  border-top: 1px solid #edf2f7;
-  transition: padding var(--rail-motion-duration) var(--rail-motion-ease);
-}
-
-.user-summary {
-  position: relative;
-  min-width: 0;
-  min-height: 42px;
-  display: flex;
+  height: 72px;
+  min-height: 72px;
+  display: grid;
+  grid-template-columns: 42px minmax(0, 1fr) 44px;
   align-items: center;
-  gap: 10px;
-  padding: 4px;
-  color: #64748b;
-  border-radius: 4px;
-  cursor: pointer;
+  gap: 12px;
+  margin: 0;
+  padding: 12px 14px 12px 18px;
+  border-top: 1px solid rgba(203, 213, 225, 0.55);
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.76), rgba(247, 250, 252, 0.9)),
+    rgba(255, 255, 255, 0.72);
+  box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.84);
   transition:
-    gap var(--rail-motion-duration) var(--rail-motion-ease),
-    padding var(--rail-motion-duration) var(--rail-motion-ease),
-    background 180ms var(--ease);
-}
-
-.rail-user:hover .user-summary {
-  background: rgba(255, 255, 255, 0.72);
+    grid-template-columns var(--rail-motion-duration) var(--rail-motion-ease),
+    padding var(--rail-motion-duration) var(--rail-motion-ease);
 }
 
 .user-avatar {
-  flex: 0 0 36px;
-  width: 36px;
-  height: 36px;
+  width: 42px;
+  height: 42px;
   display: grid;
   place-items: center;
-  border: 2px solid #fff;
-  border-radius: 999px;
-  background: linear-gradient(135deg, var(--theme-primary), var(--theme-primary-active));
-  box-shadow: 0 6px 14px rgba(var(--theme-primary-rgb, 58, 124, 165), 0.18);
+  border: 2px solid rgba(255, 255, 255, 0.92);
+  border-radius: 50%;
+  background:
+    radial-gradient(circle at 32% 28%, rgba(255, 255, 255, 0.22), transparent 32%),
+    linear-gradient(135deg, #1f4f96, #2f8d7b);
+  box-shadow:
+    0 8px 16px rgba(45, 114, 217, 0.13),
+    inset 0 -1px 0 rgba(15, 23, 42, 0.08);
   color: #fff;
-  font-size: 14px;
-  font-weight: 800;
+  font-size: 15px;
+  font-weight: 820;
   transition:
-    flex-basis var(--rail-motion-duration) var(--rail-motion-ease),
     width var(--rail-motion-duration) var(--rail-motion-ease),
     height var(--rail-motion-duration) var(--rail-motion-ease);
 }
@@ -328,9 +320,7 @@
 .user-copy {
   flex: 1;
   min-width: 0;
-  max-width: 116px;
-  display: flex;
-  flex-direction: column;
+  display: grid;
   gap: 2px;
   opacity: 1;
   transition:
@@ -341,9 +331,10 @@
 }
 
 .user-copy strong {
-  color: #334155;
-  font-size: 14px;
-  font-weight: 750;
+  color: #182237;
+  font-size: 13px;
+  font-weight: 760;
+  line-height: 1.25;
   white-space: nowrap;
   overflow: hidden;
   text-overflow: ellipsis;
@@ -352,57 +343,47 @@
 .user-copy span {
   color: #64748b;
   font-size: 12px;
+  font-weight: 520;
+  line-height: 1.25;
   white-space: nowrap;
   overflow: hidden;
   text-overflow: ellipsis;
 }
 
-.user-summary .mdi {
-  flex: 0 0 18px;
-  font-size: 18px;
-  transition:
-    max-width var(--rail-motion-duration) var(--rail-motion-ease),
-    opacity var(--rail-fade-duration) var(--rail-motion-ease) var(--rail-label-delay);
-  will-change: max-width, opacity;
+.user-actions {
+  display: grid;
+  grid-template-columns: 44px;
+  justify-content: end;
 }
 
-.user-menu {
-  position: absolute;
-  right: 20px;
-  bottom: calc(100% - 6px);
-  min-width: 132px;
-  padding: 8px;
-  border: 1px solid rgba(226, 232, 240, 0.96);
-  border-radius: 4px;
-  background: rgba(255, 255, 255, 0.98);
-  box-shadow: 0 16px 32px rgba(15, 23, 42, 0.1);
-  opacity: 0;
-  transform: translateY(8px);
-  pointer-events: none;
-  transition: all 180ms var(--ease);
-  z-index: 4;
-}
-
-.rail-user:hover .user-menu {
-  opacity: 1;
-  transform: translateY(0);
-  pointer-events: auto;
-}
-
-.user-menu-item {
+.user-action {
   width: 100%;
-  height: 38px;
-  display: flex;
+  min-width: 0;
+  height: 44px;
+  display: grid;
   align-items: center;
-  gap: 8px;
-  padding: 0 12px;
-  border: 0;
-  border-radius: 4px;
+  justify-content: center;
+  padding: 0;
+  border: 1px solid transparent;
+  border-radius: 10px;
   background: transparent;
+  color: #64748b;
+  cursor: pointer;
+  transition:
+    background 180ms var(--ease),
+    border-color 180ms var(--ease),
+    color 180ms var(--ease);
+}
+
+.user-action:hover {
+  border-color: rgba(148, 163, 184, 0.28);
+  background: rgba(255, 255, 255, 0.78);
   color: #dc2626;
-  font-size: 13px;
-  font-weight: 700;
-  transition: all 180ms var(--ease);
+}
+
+.user-action i {
+  font-size: 20px;
+  line-height: 1;
 }
 
 /* ========================================= */
@@ -489,33 +470,14 @@
 }
 
 .rail-collapsed .rail-user {
-  position: relative;
-  z-index: 6;
-  padding: 14px 8px;
-  overflow: visible;
-}
-
-.rail-collapsed .user-summary {
+  grid-template-columns: 42px;
   justify-content: center;
-  padding: 4px;
-  gap: 0;
+  padding: 14px 8px;
 }
 
-.rail-user-menu-floating {
-  position: fixed;
-  z-index: 12000;
-  min-width: 132px;
-  padding: 8px;
-  border: 1px solid rgba(226, 232, 240, 0.96);
-  border-radius: 4px;
-  background: rgba(255, 255, 255, 0.98);
-  box-shadow: 0 16px 32px rgba(15, 23, 42, 0.14);
-  transform: translateY(-50%);
-  animation: railUserMenuIn 180ms var(--rail-motion-ease) both;
-}
-
-.rail-user-menu-floating .user-menu-item {
-  width: 100%;
+.rail-collapsed .user-copy,
+.rail-collapsed .user-actions {
+  display: none;
 }
 
 :global(.rail-tooltip-popper) {
diff --git a/web/src/assets/styles/components/stage-risk-advice-card.css b/web/src/assets/styles/components/stage-risk-advice-card.css
index fd89b0a..024481d 100644
--- a/web/src/assets/styles/components/stage-risk-advice-card.css
+++ b/web/src/assets/styles/components/stage-risk-advice-card.css
@@ -1,7 +1,7 @@
 .employee-risk-profile-card {
   display: grid;
-  gap: 10px;
-  padding: 12px 14px;
+  gap: 12px;
+  padding: 14px 16px;
 }
 
 .employee-risk-head {
@@ -74,28 +74,28 @@
 
 .employee-risk-body {
   display: grid;
-  gap: 10px;
+  gap: 12px;
 }
 
 .employee-risk-decision-panel {
   display: grid;
-  grid-template-columns: minmax(0, 1fr) minmax(220px, 32%);
+  grid-template-columns: minmax(0, 1.15fr) minmax(220px, .85fr);
   align-items: stretch;
   gap: 12px;
   padding: 12px;
-  border: 1px solid #e2e8f0;
-  border-radius: 4px;
-  background: #f8fafc;
+  border: 1px solid #e5e7eb;
+  border-radius: 2px;
+  background: #ffffff;
 }
 
 .employee-risk-decision-panel.medium {
-  border-color: #fed7aa;
-  background: #fff7ed;
+  border-color: #f3e8d9;
+  background: #fffcf7;
 }
 
 .employee-risk-decision-panel.high {
   border-color: #fecaca;
-  background: #fef2f2;
+  background: #fff7f7;
 }
 
 .employee-risk-decision-main {
@@ -110,13 +110,15 @@
   font-size: 10px;
   font-weight: 850;
   line-height: 1.5;
+  letter-spacing: .03em;
+  text-transform: uppercase;
 }
 
 .employee-risk-decision-main strong {
   min-width: 0;
   color: #0f172a;
-  font-size: 13px;
-  font-weight: 850;
+  font-size: 15px;
+  font-weight: 900;
   overflow-wrap: anywhere;
 }
 
@@ -143,8 +145,8 @@
   justify-content: center;
   gap: 5px;
   padding: 10px 12px;
-  border: 1px solid #e2e8f0;
-  border-radius: 4px;
+  border: 1px solid #e5e7eb;
+  border-radius: 2px;
   background: #fff;
 }
 
@@ -152,8 +154,8 @@
   min-width: 0;
   color: #0f172a;
   font-size: 12px;
-  font-weight: 800;
-  line-height: 1.5;
+  font-weight: 900;
+  line-height: 1.45;
   overflow-wrap: anywhere;
 }
 
@@ -165,12 +167,75 @@
   color: #b91c1c;
 }
 
+.employee-risk-decision-action p {
+  margin: 0;
+  color: #475569;
+  font-size: 12px;
+  line-height: 1.5;
+}
+
+.employee-risk-review-summary {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+  margin: 0;
+}
+
+.employee-risk-review-item {
+  min-width: 0;
+  flex: 1 1 180px;
+  display: grid;
+  gap: 4px;
+  padding: 9px 10px;
+  border: 1px solid #e5e7eb;
+  border-radius: 2px;
+  background: #fff;
+}
+
+.employee-risk-review-item.medium {
+  border-color: #f3e8d9;
+  background: #fffcf7;
+}
+
+.employee-risk-review-item.high {
+  border-color: #fecaca;
+  background: #fff7f7;
+}
+
+.employee-risk-review-item dt,
+.employee-risk-review-item dd {
+  margin: 0;
+}
+
+.employee-risk-review-item dt {
+  color: #64748b;
+  font-size: 10px;
+  font-weight: 850;
+  line-height: 1.4;
+}
+
+.employee-risk-review-item dd {
+  color: #334155;
+  font-size: 12px;
+  font-weight: 700;
+  line-height: 1.5;
+  overflow-wrap: anywhere;
+}
+
+.employee-risk-review-item.high dd {
+  color: #991b1b;
+}
+
+.employee-risk-review-item.medium dd {
+  color: #9a3412;
+}
+
 .employee-risk-profile-section {
   display: grid;
   gap: 8px;
   padding: 10px 12px;
-  border: 1px solid #e2e8f0;
-  border-radius: 4px;
+  border: 1px solid #e5e7eb;
+  border-radius: 2px;
   background: #fff;
 }
 
@@ -205,16 +270,16 @@
 .employee-risk-evidence-row {
   min-width: 0;
   display: grid;
-  gap: 5px;
-  padding: 8px;
+  gap: 0;
   border: 1px solid #e2e8f0;
-  border-radius: 4px;
+  border-radius: 2px;
   background: #f8fafc;
+  overflow: hidden;
 }
 
 .employee-risk-evidence-row.medium {
-  border-color: #fed7aa;
-  background: #fffbf5;
+  border-color: #f3e8d9;
+  background: #fffcf7;
 }
 
 .employee-risk-evidence-row.high {
@@ -222,12 +287,26 @@
   background: #fff7f7;
 }
 
+.employee-risk-evidence-row[open] {
+  background: #fff;
+}
+
+.employee-risk-evidence-row summary {
+  list-style: none;
+  cursor: pointer;
+}
+
+.employee-risk-evidence-row summary::-webkit-details-marker {
+  display: none;
+}
+
 .employee-risk-evidence-title {
-  min-height: 20px;
+  min-height: 40px;
   display: flex;
   align-items: center;
   justify-content: space-between;
   gap: 8px;
+  padding: 8px 10px;
   color: #0f172a;
   font-size: 11px;
   font-weight: 850;
@@ -262,13 +341,26 @@
   color: #b91c1c;
 }
 
+.employee-risk-evidence-title::after {
+  content: '展开';
+  flex: 0 0 auto;
+  color: #94a3b8;
+  font-size: 10px;
+  font-weight: 800;
+}
+
+.employee-risk-evidence-row[open] .employee-risk-evidence-title::after {
+  content: '收起';
+}
+
 .employee-risk-evidence-row ul {
   display: grid;
   gap: 3px;
   margin: 0;
-  padding: 0;
+  padding: 0 10px 10px 10px;
   list-style: none;
   align-content: start;
+  border-top: 1px solid #e2e8f0;
 }
 
 .employee-risk-evidence-row li {
@@ -291,6 +383,10 @@
     grid-template-columns: 1fr;
   }
 
+  .employee-risk-review-item {
+    flex-basis: 100%;
+  }
+
   .employee-risk-title-wrap,
   .employee-risk-section-head {
     flex-wrap: wrap;
diff --git a/web/src/assets/styles/components/top-bar.css b/web/src/assets/styles/components/top-bar.css
index 394a86a..a53f63e 100644
--- a/web/src/assets/styles/components/top-bar.css
+++ b/web/src/assets/styles/components/top-bar.css
@@ -380,6 +380,14 @@
   min-width: 0;
 }
 
+.topbar-utility-actions {
+  display: inline-flex;
+  align-items: center;
+  justify-content: flex-end;
+  gap: 10px;
+  min-width: 0;
+}
+
 .topbar-icon-btn {
   position: relative;
   width: 34px;
@@ -1113,6 +1121,68 @@
   font-size: 16px;
 }
 
+.topbar-ai-mode-toggle {
+  flex: 0 0 38px;
+  width: 38px;
+  height: 38px;
+  display: inline-grid;
+  place-items: center;
+  padding: 0;
+  border: 2px solid transparent;
+  border-radius: 50%;
+  background:
+    linear-gradient(#ffffff, #ffffff) padding-box,
+    conic-gradient(from 210deg, #15b8c8, #4f6fef, #b65cff, #ec4899, #f59e0b, #15b8c8) border-box;
+  box-shadow:
+    0 8px 18px rgba(79, 111, 239, 0.16),
+    0 0 0 1px rgba(255, 255, 255, 0.78) inset;
+  transition:
+    transform 180ms var(--ease),
+    box-shadow 180ms var(--ease),
+    filter 180ms var(--ease);
+}
+
+.topbar-ai-mode-toggle__glyph {
+  display: inline-block;
+  background: linear-gradient(135deg, #0ea5b7 4%, #4f6fef 34%, #a855f7 58%, #ec4899 76%, #f59e0b 96%);
+  background-clip: text;
+  -webkit-background-clip: text;
+  color: transparent;
+  font-size: 15px;
+  font-weight: 950;
+  line-height: 1;
+  letter-spacing: 0;
+}
+
+.topbar-ai-mode-toggle:hover,
+.topbar-ai-mode-toggle:focus-visible {
+  transform: translateY(-1px);
+  box-shadow:
+    0 12px 24px rgba(79, 111, 239, 0.2),
+    0 0 0 4px rgba(236, 72, 153, 0.08),
+    0 0 0 1px rgba(255, 255, 255, 0.86) inset;
+}
+
+.topbar-ai-mode-toggle:focus-visible {
+  outline: 2px solid color-mix(in srgb, var(--theme-primary-active) 72%, #ffffff);
+  outline-offset: 3px;
+}
+
+.topbar-ai-mode-toggle.active {
+  filter: saturate(1.1);
+  box-shadow:
+    0 12px 24px rgba(79, 111, 239, 0.22),
+    0 0 0 4px rgba(14, 165, 183, 0.09),
+    0 0 0 1px rgba(255, 255, 255, 0.88) inset;
+}
+
+.topbar-ai-mode-toggle:not(.active) {
+  filter: saturate(0.82);
+  box-shadow:
+    0 6px 14px rgba(15, 23, 42, 0.1),
+    0 0 0 1px rgba(255, 255, 255, 0.82) inset;
+}
+
 .kpi-chip {
   display: grid;
   grid-template-columns: auto auto;
@@ -1259,6 +1329,10 @@
     gap: 12px;
   }
 
+  .topbar-utility-actions {
+    gap: 8px;
+  }
+
   .topbar-icon-btn {
     width: 30px;
     height: 30px;
@@ -1271,6 +1345,16 @@
     font-size: 12px;
   }
 
+  .topbar-ai-mode-toggle {
+    flex: 0 0 34px;
+    width: 34px;
+    height: 34px;
+  }
+
+  .topbar-ai-mode-toggle__glyph {
+    font-size: 14px;
+  }
+
   .kpi-chips {
     gap: 8px;
   }
@@ -1329,6 +1413,7 @@
   .search-wrap,
   .search-wrap.wide,
   .topbar-toolset,
+  .topbar-utility-actions,
   .detail-alert-strip,
   .month-chip,
   .qa-filter,
@@ -1344,6 +1429,15 @@
     justify-content: flex-end;
   }
 
+  .topbar-utility-actions {
+    justify-content: flex-end;
+  }
+
+  .topbar-ai-mode-toggle {
+    width: 34px;
+    height: 34px;
+  }
+
   .range-shell {
     flex: 1;
   }
@@ -1505,6 +1599,10 @@
     justify-content: space-between;
   }
 
+  .topbar-ai-mode-toggle {
+    flex: 0 0 34px;
+  }
+
   .range-combo {
     display: grid;
     gap: 8px;
diff --git a/web/src/assets/styles/components/travel-reimbursement-message-item.css b/web/src/assets/styles/components/travel-reimbursement-message-item.css
index b223fde..59415f0 100644
--- a/web/src/assets/styles/components/travel-reimbursement-message-item.css
+++ b/web/src/assets/styles/components/travel-reimbursement-message-item.css
@@ -56,16 +56,52 @@
   object-fit: cover;
 }
 
-.message-bubble {
-  max-width: min(100%, 760px);
-  padding: 12px 14px;
-  border: 1px solid #d8e4f0;
-  border-radius: 4px;
-  background: #ffffff;
-  color: #24324a;
-  font-size: var(--wb-fs-bubble, 13px);
-  line-height: 1.62;
-  box-shadow: 0 10px 22px rgba(148, 163, 184, 0.14);
+.message-bubble-compact-guidance {
+  max-width: min(100%, 640px);
+  padding: 10px 12px;
+  border-color: rgba(var(--theme-primary-rgb, 58, 124, 165), 0.18);
+  background: linear-gradient(180deg, #ffffff 0%, #f8fbff 100%);
+  box-shadow: 0 8px 18px rgba(148, 163, 184, 0.12);
+}
+
+.message-bubble-compact-guidance .message-meta {
+  margin-bottom: 6px;
+}
+
+.message-bubble-compact-guidance .message-meta strong {
+  font-size: 12px;
+}
+
+.message-bubble-compact-guidance .message-answer-content {
+  font-size: 12px;
+}
+
+.message-bubble-compact-guidance .message-answer-markdown {
+  display: grid;
+  gap: 6px;
+}
+
+.message-bubble-compact-guidance .message-answer-markdown :deep(h3) {
+  margin: 0;
+  padding-left: 8px;
+  border-left: 3px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.42);
+  color: #17324a;
+  font-size: 12px;
+  font-weight: 860;
+  line-height: 1.4;
+}
+
+.message-bubble-compact-guidance .message-answer-markdown :deep(ul),
+.message-bubble-compact-guidance .message-answer-markdown :deep(ol) {
+  gap: 4px;
+}
+
+.message-bubble-compact-guidance .message-answer-markdown :deep(li) {
+  line-height: 1.55;
+}
+
+.message-bubble-compact-guidance .message-suggested-actions {
+  margin-top: 8px;
 }
 
 .message-row.has-steward-plan .message-bubble {
@@ -135,7 +171,7 @@
 
 .steward-intent-event-list {
   margin: 0;
-  padding: 0 12px 12px 30px;
+  padding: 0 12px 12px 44px;
   display: grid;
   gap: 7px;
 }
@@ -274,6 +310,42 @@
   color: #24324a;
 }
 
+.message-answer-markdown {
+  display: grid;
+  gap: 8px;
+  word-break: break-word;
+  overflow-wrap: anywhere;
+}
+
+.message-answer-markdown :deep(h1),
+.message-answer-markdown :deep(h2),
+.message-answer-markdown :deep(h3),
+.message-answer-markdown :deep(h4) {
+  margin: 0;
+  color: #0f172a;
+  line-height: 1.35;
+}
+
+.message-answer-markdown :deep(h1) {
+  font-size: 15px;
+  font-weight: 860;
+}
+
+.message-answer-markdown :deep(h2) {
+  font-size: 14px;
+  font-weight: 850;
+}
+
+.message-answer-markdown :deep(h3) {
+  font-size: 13px;
+  font-weight: 840;
+}
+
+.message-answer-markdown :deep(h4) {
+  font-size: 12px;
+  font-weight: 820;
+}
+
 .message-answer-markdown :deep(p),
 .message-answer-markdown :deep(li),
 .message-answer-markdown :deep(td),
@@ -281,16 +353,66 @@
 .message-answer-markdown :deep(blockquote) {
   margin: 0;
   color: inherit;
-  line-height: 1.62;
+  line-height: 1.6;
 }
 
 .message-answer-markdown :deep(p + p),
 .message-answer-markdown :deep(p + ul),
+.message-answer-markdown :deep(p + ol),
 .message-answer-markdown :deep(ul + p),
-.message-answer-markdown :deep(ol + p) {
+.message-answer-markdown :deep(ol + p),
+.message-answer-markdown :deep(blockquote + p) {
   margin-top: 8px;
 }
 
+.message-answer-markdown :deep(ul),
+.message-answer-markdown :deep(ol) {
+  margin: 0;
+  padding-left: 1.2em;
+  display: grid;
+  gap: 6px;
+}
+
+.message-answer-markdown :deep(li) {
+  margin: 0;
+}
+
+.message-answer-markdown :deep(li > p) {
+  margin: 0;
+}
+
+.message-answer-markdown :deep(blockquote) {
+  padding: 8px 10px;
+  border-left: 3px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.38);
+  border-radius: 4px;
+  background: #f8fbff;
+  color: #475569;
+}
+
+.message-answer-markdown :deep(code) {
+  padding: 0 5px;
+  border-radius: 4px;
+  background: #eef6fb;
+  color: #1d4ed8;
+  font-size: 0.95em;
+}
+
+.message-answer-markdown :deep(pre) {
+  margin: 0;
+  padding: 10px 12px;
+  overflow: auto;
+  border-radius: 4px;
+  background: #0f172a;
+  color: #e2e8f0;
+}
+
+.message-answer-markdown :deep(pre code) {
+  padding: 0;
+  background: transparent;
+  color: inherit;
+  font-size: 12px;
+}
+
 .message-answer-markdown :deep(strong) {
   color: #0f172a;
   font-weight: 850;
@@ -649,6 +771,40 @@
   gap: 8px;
 }
 
+.message-bubble-compact-guidance .message-suggested-actions.compact-guidance-actions {
+  grid-template-columns: repeat(auto-fit, minmax(136px, 1fr));
+  gap: 6px;
+}
+
+.message-bubble-compact-guidance .message-suggested-actions.compact-guidance-actions .message-suggested-action-btn {
+  min-height: 40px;
+  padding: 8px 10px;
+  grid-template-columns: 22px minmax(0, 1fr);
+  gap: 8px;
+  border-color: rgba(var(--theme-primary-rgb, 58, 124, 165), 0.18);
+  background: #ffffff;
+}
+
+.message-bubble-compact-guidance .message-suggested-actions.compact-guidance-actions .message-suggested-action-icon {
+  width: 22px;
+  height: 22px;
+  font-size: 13px;
+}
+
+.message-bubble-compact-guidance .message-suggested-actions.compact-guidance-actions .message-suggested-action-copy {
+  gap: 0;
+}
+
+.message-bubble-compact-guidance .message-suggested-actions.compact-guidance-actions .message-suggested-action-title {
+  font-size: 12px;
+  line-height: 1.35;
+}
+
+.message-bubble-compact-guidance .message-suggested-actions.compact-guidance-actions .message-suggested-action-btn small,
+.message-bubble-compact-guidance .message-suggested-actions.compact-guidance-actions .message-suggested-action-arrow {
+  display: none;
+}
+
 .structured-card-reveal-enter-active {
   transition:
     opacity 220ms cubic-bezier(0.2, 0, 0, 1),
diff --git a/web/src/assets/styles/views/personal-workbench-view.css b/web/src/assets/styles/views/personal-workbench-view.css
new file mode 100644
index 0000000..4455046
--- /dev/null
+++ b/web/src/assets/styles/views/personal-workbench-view.css
@@ -0,0 +1,40 @@
+.workbench-mode-fade-enter-active,
+.workbench-mode-fade-leave-active {
+  transition:
+    opacity 220ms var(--ease, cubic-bezier(0.2, 0.8, 0.2, 1)),
+    transform 220ms var(--ease, cubic-bezier(0.2, 0.8, 0.2, 1)),
+    filter 220ms var(--ease, cubic-bezier(0.2, 0.8, 0.2, 1));
+  transform-origin: 50% 24px;
+  will-change: opacity, transform, filter;
+}
+
+.workbench-mode-fade-enter-from,
+.workbench-mode-fade-leave-to {
+  opacity: 0;
+  transform: translateY(10px) scale(0.992);
+  filter: blur(2px);
+}
+
+.workbench-mode-fade-enter-to,
+.workbench-mode-fade-leave-from {
+  opacity: 1;
+  transform: translateY(0) scale(1);
+  filter: blur(0);
+}
+
+@media (prefers-reduced-motion: reduce) {
+  .workbench-mode-fade-enter-active,
+  .workbench-mode-fade-leave-active {
+    transition: none;
+    will-change: auto;
+  }
+
+  .workbench-mode-fade-enter-from,
+  .workbench-mode-fade-leave-to,
+  .workbench-mode-fade-enter-to,
+  .workbench-mode-fade-leave-from {
+    opacity: 1;
+    transform: none;
+    filter: none;
+  }
+}
diff --git a/web/src/assets/workbench-ai-mode-orb-icon.gif b/web/src/assets/workbench-ai-mode-orb-icon.gif
new file mode 100644
index 0000000..24a7124
Binary files /dev/null and b/web/src/assets/workbench-ai-mode-orb-icon.gif differ
diff --git a/web/src/assets/workbench-ai-mode-orb-icon.png b/web/src/assets/workbench-ai-mode-orb-icon.png
new file mode 100644
index 0000000..10bffbf
Binary files /dev/null and b/web/src/assets/workbench-ai-mode-orb-icon.png differ
diff --git a/web/src/assets/workbench-ai-mode-robot-bg.png b/web/src/assets/workbench-ai-mode-robot-bg.png
new file mode 100644
index 0000000..77459f5
Binary files /dev/null and b/web/src/assets/workbench-ai-mode-robot-bg.png differ
diff --git a/web/src/components/business/PersonalWorkbench.vue b/web/src/components/business/PersonalWorkbench.vue
index 597c20b..d036565 100644
--- a/web/src/components/business/PersonalWorkbench.vue
+++ b/web/src/components/business/PersonalWorkbench.vue
@@ -7,168 +7,35 @@
       note="把费用申请、报销进度、制度问答和待办处理集中到一个入口。"
     />
 
-    <article class="panel assistant-hero" :style="{ '--assistant-bg-image': `url(${workbenchHeroBackground})` }">
-      <div class="assistant-copy">
-        <h1 class="assistant-hero-title">
-          {{ typedTitlePrefix }}<span v-if="titleTypingDone">小财管家</span><span v-if="!titleTypingDone" class="typing-cursor">|</span>
-        </h1>
+    <article class="panel workbench-trend-hero">
+      <div class="workbench-trend-card" aria-label="报销趋势同比">
+        <div class="trend-summary-panel">
+          <h1>报销趋势</h1>
+          <p>{{ reimbursementTrendRangeLabel }}</p>
+          <strong class="trend-total">{{ reimbursementTrendTotalLabel }}</strong>
+          <span class="trend-change" :class="reimbursementTrendGrowthTone">
+            <i :class="reimbursementTrendGrowthIcon" aria-hidden="true"></i>
+            {{ reimbursementTrendGrowthLabel }} 同比去年同期
+          </span>
+          <small>{{ displayUserName }} · {{ reimbursementTrendSignalLabel }}</small>
+        </div>
 
-        <input
-          ref="fileInputRef"
-          class="assistant-file-input"
-          type="file"
-          multiple
-          accept=".pdf,.jpg,.jpeg,.png,.webp,.doc,.docx,.xls,.xlsx"
-          @change="handleWorkbenchFilesChange"
-        />
+        <div class="trend-chart-panel">
+          <div class="trend-chart-head">
+            <strong>月度报销明细</strong>
+            <span class="trend-chart-source">与分析看板同源</span>
+          </div>
 
-        <div class="assistant-composer">
-          <textarea
-            ref="assistantInputRef"
-            v-model="assistantDraft"
-            maxlength="1000"
-            rows="2"
-            placeholder="一次性描述申请、报销和附件处理事项，小财管家会先拆解再执行..."
-            :readonly="isComposerPending"
-            @keydown.enter.prevent="handleWorkbenchEnter"
+          <TrendChart
+            class="workbench-trend-chart"
+            mode="compareAmount"
+            :labels="reimbursementTrendLabels"
+            :claim-amount="reimbursementTrendAmounts"
+            :comparison-amount="reimbursementTrendPreviousAmounts"
+            primary-label="本期"
+            comparison-label="去年同期"
+            compact
           />
-
-          <div
-            v-if="composerPendingLabel"
-            class="assistant-intent-status"
-            role="status"
-            aria-live="polite"
-          >
-            <i class="mdi mdi-loading mdi-spin"></i>
-            <span>{{ composerPendingLabel }}</span>
-          </div>
-
-          <div v-if="workbenchDateTagLabel" class="workbench-date-chip-row">
-            <span class="workbench-date-chip">
-              <i class="mdi mdi-calendar-check"></i>
-              <span>{{ workbenchDateTagLabel }}</span>
-              <button
-                type="button"
-                aria-label="移除日期"
-                :disabled="Boolean(pendingAction)"
-                @click="removeWorkbenchDateTag"
-              >
-                <i class="mdi mdi-close"></i>
-              </button>
-            </span>
-          </div>
-
-          <div class="composer-toolbar">
-            <button
-              type="button"
-              class="composer-icon-button"
-              title="上传附件"
-              aria-label="上传附件"
-              :disabled="Boolean(pendingAction)"
-              @click="triggerFileUpload"
-            >
-              <i class="mdi mdi-paperclip"></i>
-            </button>
-
-            <div class="workbench-date-anchor">
-              <button
-                type="button"
-                class="composer-icon-button"
-                :class="{ active: workbenchDatePickerOpen }"
-                title="选择日期"
-                aria-label="选择日期"
-                :aria-expanded="workbenchDatePickerOpen"
-                :disabled="Boolean(pendingAction)"
-                @click.stop="toggleWorkbenchDatePicker"
-              >
-                <i class="mdi mdi-calendar-range"></i>
-              </button>
-
-              <div
-                v-if="workbenchDatePickerOpen"
-                class="composer-date-popover"
-                role="dialog"
-                aria-label="日期选择"
-                @click.stop
-              >
-                <div class="composer-date-mode-tabs">
-                  <button
-                    type="button"
-                    class="composer-date-mode-btn"
-                    :class="{ active: workbenchDateMode === 'single' }"
-                    @click="setWorkbenchDateMode('single')"
-                  >
-                    当天
-                  </button>
-                  <button
-                    type="button"
-                    class="composer-date-mode-btn"
-                    :class="{ active: workbenchDateMode === 'range' }"
-                    @click="setWorkbenchDateMode('range')"
-                  >
-                    时间段
-                  </button>
-                </div>
-
-                <div v-if="workbenchDateMode === 'single'" class="composer-date-fields">
-                  <label class="composer-date-field">
-                    <span>日期</span>
-                    <input v-model="workbenchSingleDate" type="date" @change="handleWorkbenchDateInputChange('single')" />
-                  </label>
-                </div>
-                <div v-else class="composer-date-fields composer-date-fields-range">
-                  <label class="composer-date-field">
-                    <span>开始</span>
-                    <input v-model="workbenchRangeStartDate" type="date" @change="handleWorkbenchDateInputChange('range-start')" />
-                  </label>
-                  <span class="composer-date-range-sep">至</span>
-                  <label class="composer-date-field">
-                    <span>结束</span>
-                    <input v-model="workbenchRangeEndDate" type="date" :min="workbenchRangeStartDate" @change="handleWorkbenchDateInputChange('range-end')" />
-                  </label>
-                </div>
-
-                <p v-if="workbenchDateMode === 'range' && !workbenchCanApplyDateSelection" class="composer-date-hint">
-                  请确认结束日期不早于开始日期。
-                </p>
-
-              </div>
-            </div>
-
-            <span class="composer-count">{{ assistantDraft.length }}/1000</span>
-
-            <button
-              type="button"
-              class="composer-send-button"
-              :disabled="Boolean(pendingAction)"
-              :aria-label="composerPendingLabel || expenseActionLabel"
-              @click="handleExpenseConversationAction"
-            >
-              <i :class="pendingAction ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-send'"></i>
-            </button>
-          </div>
-        </div>
-
-        <div v-if="selectedFiles.length" class="assistant-file-strip">
-          <span class="assistant-file-note">已带入 {{ selectedFiles.length }} 份附件</span>
-          <span v-for="file in selectedFiles" :key="file.name" class="assistant-file-chip">{{ file.name }}</span>
-          <button type="button" class="assistant-file-clear" @click="clearSelectedFiles">清空</button>
-        </div>
-
-        <div class="quick-prompts" aria-label="常用提问">
-          <span>常用提问：</span>
-          <button
-            v-for="prompt in quickPromptItems"
-            :key="prompt"
-            type="button"
-            @click="applyQuickPrompt(prompt)"
-          >
-            {{ prompt }}
-          </button>
-          <button type="button" class="quick-more" @click="emit('open-assistant')">
-            更多
-            <i class="mdi mdi-chevron-right"></i>
-          </button>
         </div>
       </div>
     </article>
@@ -303,29 +170,21 @@
 </template>
 
 <script setup>
-import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'
+import { computed, onMounted, ref, watch } from 'vue'
 import PanelHead from '../shared/PanelHead.vue'
 import WorkbenchListIcon from '../shared/WorkbenchListIcon.vue'
+import TrendChart from '../charts/TrendChart.vue'
 import ExpenseStatsDetailModal from './ExpenseStatsDetailModal.vue'
 import ExpenseProfileDetailModal from './ExpenseProfileDetailModal.vue'
 import PersonalWorkbenchProgressPanel from './PersonalWorkbenchProgressPanel.vue'
-import workbenchHeroBackground from '../../assets/images/hero-3d-banner.png'
 import { useSystemState } from '../../composables/useSystemState.js'
-import { useToast } from '../../composables/useToast.js'
-import { useWorkbenchComposerDate } from '../../composables/useWorkbenchComposerDate.js'
 import {
   buildExpenseStatItems,
   filterAssistantCapabilitiesForUser,
-  quickPromptItems,
   resolveWorkbenchCapabilityGridClass,
 } from '../../data/personalWorkbench.js'
 import { fetchAgentRuns } from '../../services/agentAssets.js'
-import { clearUserConversations, fetchLatestConversation } from '../../services/orchestrator.js'
 import { fetchCurrentEmployeeLatestProfile } from '../../services/reimbursements.js'
-import {
-  ASSISTANT_SESSION_SNAPSHOT_EVENT,
-  hasAssistantSessionSnapshot
-} from '../../utils/assistantSessionSnapshot.js'
 import { buildWorkbenchCapabilityAssistantPayload } from '../../utils/personalWorkbenchAssistantEntry.js'
 import {
   buildProfileOperationsFromAgentRuns,
@@ -344,35 +203,6 @@ const props = defineProps({
 
 const emit = defineEmits(['open-assistant', 'open-document'])
 const { currentUser } = useSystemState()
-const { toast } = useToast()
-const assistantDraft = ref('')
-const assistantInputRef = ref(null)
-const fileInputRef = ref(null)
-const selectedFiles = ref([])
-const pendingAction = ref('')
-let pendingActionTimer = 0
-const {
-  workbenchDatePickerOpen,
-  workbenchDateMode,
-  workbenchSingleDate,
-  workbenchRangeStartDate,
-  workbenchRangeEndDate,
-  workbenchDateTagLabel,
-  workbenchCanApplyDateSelection,
-  clearWorkbenchDateSelection,
-  toggleWorkbenchDatePicker,
-  closeWorkbenchDatePicker,
-  setWorkbenchDateMode,
-  handleWorkbenchDatePickerOutside,
-  handleWorkbenchDateInputChange,
-  removeWorkbenchDateTag,
-  buildWorkbenchPromptText
-} = useWorkbenchComposerDate({
-  draft: assistantDraft,
-  focusInput: focusAssistantInput
-})
-const latestExpenseConversation = ref(null)
-const hasLocalExpenseSnapshot = ref(false)
 const expenseStatsModalOpen = ref(false)
 const expenseProfileModalOpen = ref(false)
 const employeeProfile = ref(null)
@@ -380,59 +210,13 @@ const employeeProfileRuns = ref([])
 const employeeProfileLoading = ref(false)
 const employeeProfileError = ref('')
 let employeeProfileLoadSeq = 0
-const MAX_ATTACHMENTS = 10
 const SESSION_TYPE_EXPENSE = 'expense'
-const SESSION_TYPE_KNOWLEDGE = 'knowledge'
 const SESSION_TYPE_STEWARD = 'steward'
 
-const hasExpenseConversation = computed(() =>
-  Boolean(latestExpenseConversation.value?.conversation_id || latestExpenseConversation.value?.conversationId)
-    || hasLocalExpenseSnapshot.value
-)
 const displayUserName = computed(() => {
   const user = currentUser.value || {}
   return String(user.name || user.username || '同事').trim() || '同事'
 })
-
-const heroTitleText = computed(() => `嗨，${displayUserName.value}，我是您的 `)
-const typedTitlePrefix = ref('')
-const titleTypingDone = ref(false)
-let typingInterval = null
-
-const startTypewriter = () => {
-  typedTitlePrefix.value = ''
-  titleTypingDone.value = false
-  clearInterval(typingInterval)
-  let i = 0
-  const text = heroTitleText.value
-  typingInterval = setInterval(() => {
-    if (i < text.length) {
-      typedTitlePrefix.value += text.charAt(i)
-      i++
-    } else {
-      clearInterval(typingInterval)
-      titleTypingDone.value = true
-    }
-  }, 60)
-}
-
-watch(displayUserName, (newVal, oldVal) => {
-  if (oldVal !== newVal && titleTypingDone.value) {
-    typedTitlePrefix.value = `嗨，${newVal}，我是您的 `
-  }
-})
-
-const expenseActionLabel = computed(() => (hasExpenseConversation.value ? '继续报销' : '新建报销'))
-const isComposerPending = computed(() => Boolean(pendingAction.value))
-const composerPendingLabel = computed(() => {
-  if (pendingAction.value === 'intent') {
-    return '正在识别意图，准备进入对应助手...'
-  }
-  if (pendingAction.value === 'expense') {
-    return '正在恢复最近报销会话...'
-  }
-  return ''
-})
 const visibleAssistantCapabilities = computed(() => filterAssistantCapabilitiesForUser(currentUser.value))
 const capabilityGridClass = computed(() => resolveWorkbenchCapabilityGridClass(currentUser.value))
 const expenseStatItems = computed(() => buildExpenseStatItems(props.workbenchSummary))
@@ -468,133 +252,100 @@ const currentUserProfileKey = computed(() => {
   const user = currentUser.value || {}
   return [user.username, user.email, user.name, user.employeeNo, user.employee_no].map((item) => String(item || '').trim()).filter(Boolean).join('|')
 })
-function buildSelectedFileKey(file) {
-  return [file?.name, file?.size, file?.lastModified, file?.type].join('__')
+
+function formatCurrencyValue(value) {
+  return new Intl.NumberFormat('zh-CN', {
+    style: 'currency',
+    currency: 'CNY',
+    minimumFractionDigits: 0,
+    maximumFractionDigits: 0
+  }).format(Number(value) || 0)
 }
 
-function mergeSelectedFiles(existingFiles, incomingFiles) {
-  const nextFiles = []
-  const seen = new Set()
-
-  for (const file of existingFiles) {
-    const key = buildSelectedFileKey(file)
-    if (seen.has(key)) continue
-    seen.add(key)
-    nextFiles.push(file)
-  }
-
-  let overflowCount = 0
-
-  for (const file of incomingFiles) {
-    const key = buildSelectedFileKey(file)
-    if (seen.has(key)) continue
-    if (nextFiles.length >= MAX_ATTACHMENTS) {
-      overflowCount += 1
-      continue
+function normalizeTrendRows(rows = []) {
+  return rows.map((row, index) => {
+    const amount = Number(row?.amount || 0)
+    const previousAmount = Number(row?.previousAmount || row?.previous_amount || 0)
+    return {
+      key: String(row?.key || `trend-${index}`),
+      label: String(row?.label || `${index + 1}月`),
+      amount,
+      amountLabel: String(row?.amountLabel || row?.amount_label || formatCurrencyValue(amount)),
+      previousKey: String(row?.previousKey || row?.previous_key || `previous-${index}`),
+      previousAmount,
+      previousAmountLabel: String(
+        row?.previousAmountLabel || row?.previous_amount_label || formatCurrencyValue(previousAmount)
+      )
     }
-    seen.add(key)
-    nextFiles.push(file)
-  }
-
-  return {
-    files: nextFiles,
-    overflowCount
-  }
-}
-
-function resolveCurrentUserId() {
-  const user = currentUser.value || {}
-  return String(user.username || user.name || 'anonymous').trim() || 'anonymous'
+  })
 }
 
+const sourceReimbursementTrendRows = computed(() => normalizeTrendRows(props.workbenchSummary.reimbursementTrendRows || []))
+const reimbursementTrendHasSignal = computed(() =>
+  sourceReimbursementTrendRows.value.some((item) => item.amount > 0 || item.previousAmount > 0)
+)
+const reimbursementTrendRows = computed(() => sourceReimbursementTrendRows.value)
+const reimbursementTrendSignalLabel = computed(() =>
+  reimbursementTrendHasSignal.value ? '来自你的真实单据' : '暂无单据时展示空走势'
+)
+const reimbursementTrendLabels = computed(() => reimbursementTrendRows.value.map((item) => item.label))
+const reimbursementTrendAmounts = computed(() => reimbursementTrendRows.value.map((item) => item.amount))
+const reimbursementTrendPreviousAmounts = computed(() => reimbursementTrendRows.value.map((item) => item.previousAmount))
+const reimbursementTrendTotal = computed(() =>
+  reimbursementTrendRows.value.reduce((total, item) => total + item.amount, 0)
+)
+const reimbursementTrendPreviousTotal = computed(() =>
+  reimbursementTrendRows.value.reduce((total, item) => total + item.previousAmount, 0)
+)
+const reimbursementTrendTotalLabel = computed(() => formatCurrencyValue(reimbursementTrendTotal.value))
+const reimbursementTrendRangeLabel = computed(() => {
+  const rows = reimbursementTrendRows.value
+  const first = rows[0]
+  const last = rows[rows.length - 1]
+  if (!first || !last) {
+    return '近 6 个月'
+  }
+  return `${first.label} - ${last.label}`
+})
+const reimbursementTrendGrowthRate = computed(() => {
+  const previousTotal = reimbursementTrendPreviousTotal.value
+  if (previousTotal > 0) {
+    return ((reimbursementTrendTotal.value - previousTotal) / previousTotal) * 100
+  }
+  return reimbursementTrendTotal.value > 0 ? 100 : 0
+})
+const reimbursementTrendGrowthLabel = computed(() => {
+  const value = reimbursementTrendGrowthRate.value
+  const prefix = value >= 0 ? '+' : ''
+  return `${prefix}${value.toFixed(1)}%`
+})
+const reimbursementTrendGrowthTone = computed(() =>
+  reimbursementTrendGrowthRate.value >= 0 ? 'is-up' : 'is-down'
+)
+const reimbursementTrendGrowthIcon = computed(() =>
+  reimbursementTrendGrowthRate.value >= 0 ? 'mdi mdi-arrow-up-right' : 'mdi mdi-arrow-down-right'
+)
 function buildAssistantPayload() {
   return {
-    prompt: buildWorkbenchPromptText(),
+    prompt: '',
     source: 'workbench',
     sessionType: SESSION_TYPE_STEWARD,
-    files: Array.from(selectedFiles.value)
+    files: []
   }
 }
 
-function clearSelectedFiles() {
-  selectedFiles.value = []
-  if (fileInputRef.value) {
-    fileInputRef.value.value = ''
-  }
-}
-
-function resetWorkbenchDraft() {
-  assistantDraft.value = ''
-  clearSelectedFiles()
-  clearWorkbenchDateSelection()
-}
-
-function clearPendingAction() {
-  pendingAction.value = ''
-  if (pendingActionTimer) {
-    window.clearTimeout(pendingActionTimer)
-    pendingActionTimer = 0
-  }
-}
-
-function startPendingAction(action) {
-  clearPendingAction()
-  pendingAction.value = action
-  pendingActionTimer = window.setTimeout(() => {
-    if (pendingAction.value !== action) {
-      return
-    }
-    clearPendingAction()
-    toast('进入助手耗时较长，请稍后重试。')
-  }, 16000)
-}
-
-function shouldShowIntentPending(payload = {}) {
-  return !props.assistantModalOpen
-    && String(payload.prompt || '').trim()
-    && String(payload.source || 'workbench').trim() === 'workbench'
-    && !String(payload.sessionType || '').trim()
-}
-
 function emitAssistant(payload) {
   emit('open-assistant', payload)
-  resetWorkbenchDraft()
-}
-
-async function loadLatestConversation() {
-  const payload = await fetchLatestConversation(resolveCurrentUserId(), SESSION_TYPE_EXPENSE, {
-    preferRecoverable: true
-  })
-  return payload?.found ? payload.conversation || null : null
-}
-
-function focusAssistantInput() {
-  nextTick(() => {
-    assistantInputRef.value?.focus()
-  })
-}
-
-function applyQuickPrompt(prompt) {
-  assistantDraft.value = String(prompt || '').trim()
-  focusAssistantInput()
 }
 
 function openPromptAssistant(prompt, sessionType = SESSION_TYPE_STEWARD) {
-  if (pendingAction.value) {
-    return
-  }
-
-  const payload = {
-    prompt: buildWorkbenchPromptText(prompt),
+  emitAssistant({
+    prompt: String(prompt || '').trim(),
     source: 'workbench',
     sessionType,
-    files: Array.from(selectedFiles.value),
+    files: [],
     conversation: null
-  }
-  if (shouldShowIntentPending(payload)) {
-    startPendingAction('intent')
-  }
-  emitAssistant(payload)
+  })
 }
 
 function openWorkbenchTarget(item) {
@@ -614,10 +365,6 @@ function openWorkbenchTarget(item) {
 }
 
 function openCapabilityAssistant(item) {
-  if (pendingAction.value) {
-    return
-  }
-
   emitAssistant(buildWorkbenchCapabilityAssistantPayload(item, buildAssistantPayload()))
 }
 
@@ -669,122 +416,10 @@ function closeExpenseProfileModal() {
   expenseProfileModalOpen.value = false
 }
 
-function handleWorkbenchEnter(event) {
-  if (event.isComposing) {
-    return
-  }
-
-  handleExpenseConversationAction()
-}
-
-function triggerFileUpload() {
-  fileInputRef.value?.click()
-}
-
-function handleWorkbenchFilesChange(event) {
-  const mergeResult = mergeSelectedFiles(selectedFiles.value, Array.from(event.target.files ?? []))
-  selectedFiles.value = mergeResult.files
-  if (mergeResult.overflowCount > 0) {
-    toast(`一次最多上传 ${MAX_ATTACHMENTS} 份附件，已保留前 ${MAX_ATTACHMENTS} 份。`)
-  }
-  if (fileInputRef.value) {
-    fileInputRef.value.value = ''
-  }
-}
-
-async function refreshLatestExpenseConversation() {
-  refreshLocalExpenseSnapshot()
-  try {
-    latestExpenseConversation.value = await loadLatestConversation()
-  } catch (error) {
-    console.warn('Failed to refresh latest expense conversation:', error)
-    latestExpenseConversation.value = null
-  }
-}
-
-function refreshLocalExpenseSnapshot() {
-  hasLocalExpenseSnapshot.value = hasAssistantSessionSnapshot(resolveCurrentUserId(), SESSION_TYPE_EXPENSE)
-}
-
-function handleAssistantSessionSnapshotChange(event) {
-  const sessionType = String(event?.detail?.sessionType || '').trim()
-  if (!sessionType || sessionType === SESSION_TYPE_EXPENSE) {
-    refreshLocalExpenseSnapshot()
-  }
-}
-
-async function clearKnowledgeHistoryBeforeExpense() {
-  await clearUserConversations(resolveCurrentUserId(), SESSION_TYPE_KNOWLEDGE)
-}
-
-async function handleExpenseConversationAction() {
-  if (pendingAction.value) {
-    return
-  }
-
-  const nextPayload = buildAssistantPayload()
-  const shouldOpenImmediately = Boolean(nextPayload.prompt || nextPayload.files.length)
-
-  if (shouldOpenImmediately) {
-    if (shouldShowIntentPending(nextPayload)) {
-      startPendingAction('intent')
-    }
-    emitAssistant({
-      ...nextPayload,
-      conversation: null
-    })
-    void clearKnowledgeHistoryBeforeExpense().catch((error) => {
-      console.warn('Failed to clear knowledge history before expense:', error)
-    })
-    return
-  }
-
-  startPendingAction('expense')
-
-  try {
-    await clearKnowledgeHistoryBeforeExpense()
-    const conversation = await loadLatestConversation()
-    latestExpenseConversation.value = conversation
-    emitAssistant({
-      ...nextPayload,
-      conversation
-    })
-  } catch (error) {
-    console.warn('Failed to open expense conversation:', error)
-    toast(error?.message || '打开报销会话失败，请稍后重试。')
-  } finally {
-    clearPendingAction()
-  }
-}
-
 onMounted(() => {
-  startTypewriter()
-  refreshLocalExpenseSnapshot()
-  refreshLatestExpenseConversation()
   loadCurrentEmployeeProfile()
-  document.addEventListener('click', handleWorkbenchDatePickerOutside)
-  window.addEventListener(ASSISTANT_SESSION_SNAPSHOT_EVENT, handleAssistantSessionSnapshotChange)
 })
 
-onBeforeUnmount(() => {
-  clearInterval(typingInterval)
-  clearPendingAction()
-  document.removeEventListener('click', handleWorkbenchDatePickerOutside)
-  window.removeEventListener(ASSISTANT_SESSION_SNAPSHOT_EVENT, handleAssistantSessionSnapshotChange)
-})
-
-watch(
-  () => props.assistantModalOpen,
-  (open, previous) => {
-    if (open) {
-      clearPendingAction()
-    }
-    if (previous && !open) {
-      refreshLatestExpenseConversation()
-    }
-  }
-)
-
 watch(currentUserProfileKey, (nextKey, previousKey) => {
   if (nextKey && nextKey !== previousKey) {
     loadCurrentEmployeeProfile()
@@ -794,6 +429,5 @@ watch(currentUserProfileKey, (nextKey, previousKey) => {
 
 <style scoped src="../../assets/styles/components/personal-workbench.css"></style>
 <style scoped src="../../assets/styles/components/personal-workbench-glass.css"></style>
-<style scoped src="../../assets/styles/components/personal-workbench-composer-date.css"></style>
 <style scoped src="../../assets/styles/components/personal-workbench-insights.css"></style>
 <style scoped src="../../assets/styles/components/personal-workbench-responsive.css"></style>
diff --git a/web/src/components/business/PersonalWorkbenchAiMode.vue b/web/src/components/business/PersonalWorkbenchAiMode.vue
new file mode 100644
index 0000000..9bb717e
--- /dev/null
+++ b/web/src/components/business/PersonalWorkbenchAiMode.vue
@@ -0,0 +1,1666 @@
+<template>
+  <section
+    class="workbench-ai-mode"
+    :class="{ 'has-conversation': conversationStarted }"
+    aria-label="小财管家 AI 模式"
+  >
+    <input
+      ref="fileInputRef"
+      class="workbench-ai-file-input"
+      type="file"
+      multiple
+      accept=".pdf,.jpg,.jpeg,.png,.webp,.doc,.docx,.xls,.xlsx"
+      @change="handleAiModeFilesChange"
+    />
+
+    <Transition name="workbench-ai-panel-swap" mode="out-in" appear>
+      <div v-if="!conversationStarted" key="welcome" class="workbench-ai-shell workbench-ai-home">
+        <div class="workbench-ai-orb" aria-hidden="true">
+          <img
+            :src="orbIcon"
+            class="workbench-ai-orb__image"
+            alt=""
+          />
+        </div>
+
+        <div class="workbench-ai-copy">
+          <h2>嗨，{{ displayUserName }}，我是您的小财管家</h2>
+          <p>您可以直接向我提问，或选择下方推荐主题，快速完成费用相关事务</p>
+        </div>
+
+        <form class="workbench-ai-composer" @submit.prevent="submitAiModePrompt">
+          <div class="workbench-ai-composer-field">
+            <div v-if="workbenchDateTagLabel" class="workbench-ai-date-chip">
+              <i class="mdi mdi-calendar-check-outline"></i>
+              <span>{{ workbenchDateTagLabel }}</span>
+              <button type="button" aria-label="移除日期" @click="removeWorkbenchDateTag">
+                <i class="mdi mdi-close"></i>
+              </button>
+            </div>
+
+            <textarea
+              ref="assistantInputRef"
+              v-model="assistantDraft"
+              maxlength="1000"
+              rows="3"
+              placeholder="今天我能帮您做点什么？"
+              @keydown.enter.exact.prevent="submitAiModePrompt"
+            ></textarea>
+          </div>
+
+          <div class="workbench-ai-composer-toolbar">
+            <div class="workbench-ai-tool-buttons">
+              <div class="workbench-date-anchor workbench-ai-date-anchor">
+                <button
+                  type="button"
+                  class="workbench-ai-icon-btn"
+                  :class="{ active: workbenchDatePickerOpen || workbenchDateTagLabel }"
+                  title="选择日期"
+                  aria-label="选择日期"
+                  :aria-expanded="workbenchDatePickerOpen"
+                  @click.stop="toggleWorkbenchDatePicker"
+                >
+                  <i class="mdi mdi-calendar-range"></i>
+                </button>
+
+                <div
+                  v-if="workbenchDatePickerOpen"
+                  class="workbench-ai-date-popover"
+                  role="dialog"
+                  aria-label="选择业务日期"
+                  @click.stop
+                >
+                  <div class="workbench-ai-date-tabs" role="tablist" aria-label="日期模式">
+                    <button
+                      type="button"
+                      :class="{ active: workbenchDateMode === 'single' }"
+                      @click="setWorkbenchDateMode('single')"
+                    >
+                      单日
+                    </button>
+                    <button
+                      type="button"
+                      :class="{ active: workbenchDateMode === 'range' }"
+                      @click="setWorkbenchDateMode('range')"
+                    >
+                      范围
+                    </button>
+                  </div>
+
+                  <label v-if="workbenchDateMode === 'single'" class="workbench-ai-date-field">
+                    <span>业务日期</span>
+                    <input
+                      v-model="workbenchSingleDate"
+                      type="date"
+                      @change="handleWorkbenchDateInputChange('single')"
+                    />
+                  </label>
+
+                  <div v-else class="workbench-ai-date-range">
+                    <label class="workbench-ai-date-field">
+                      <span>开始日期</span>
+                      <input
+                        v-model="workbenchRangeStartDate"
+                        type="date"
+                        @change="handleWorkbenchDateInputChange('range-start')"
+                      />
+                    </label>
+                    <label class="workbench-ai-date-field">
+                      <span>结束日期</span>
+                      <input
+                        v-model="workbenchRangeEndDate"
+                        type="date"
+                        @change="handleWorkbenchDateInputChange('range-end')"
+                      />
+                    </label>
+                  </div>
+
+                  <div class="workbench-ai-date-actions">
+                    <button type="button" class="ghost" @click="clearWorkbenchDateSelection">清除</button>
+                    <button
+                      type="button"
+                      class="primary"
+                      :disabled="!workbenchCanApplyDateSelection"
+                      @click="applyWorkbenchDateSelection"
+                    >
+                      完成
+                    </button>
+                  </div>
+                </div>
+              </div>
+              <button
+                type="button"
+                class="workbench-ai-icon-btn"
+                title="上传附件"
+                aria-label="上传附件"
+                @click="triggerAiModeFileUpload"
+              >
+                <i class="mdi mdi-paperclip"></i>
+              </button>
+              <button
+                type="button"
+                class="workbench-ai-icon-btn"
+                title="语音输入"
+                aria-label="语音输入"
+                @click="handleVoiceInput"
+              >
+                <i class="mdi mdi-microphone-outline"></i>
+              </button>
+            </div>
+
+            <div class="workbench-ai-composer-right">
+              <div class="workbench-ai-model-selector" :title="modelSelectorTitle">
+                <span>{{ displayModelName }}</span>
+                <i class="mdi mdi-chevron-down"></i>
+              </div>
+              <button
+                type="submit"
+                class="workbench-ai-send-btn"
+                :disabled="!canSubmitAiModePrompt || sending"
+                aria-label="发送给小财管家"
+              >
+                <i class="mdi mdi-arrow-up"></i>
+              </button>
+            </div>
+          </div>
+        </form>
+
+        <div v-if="selectedFiles.length" class="workbench-ai-file-strip">
+          <span>已选择 {{ selectedFiles.length }} 份附件</span>
+          <button type="button" @click="clearAiModeFiles">清空</button>
+        </div>
+
+        <div class="workbench-ai-quick-start-section">
+          <h3 class="workbench-ai-quick-start-title">快速开始</h3>
+          <div class="workbench-ai-action-row" aria-label="推荐主题">
+            <button
+              v-for="item in aiModeActionItems"
+              :key="item.label"
+              type="button"
+              class="workbench-ai-action"
+              @click="runAiModeAction(item)"
+            >
+              <div class="action-icon-wrapper">
+                <i :class="item.icon"></i>
+              </div>
+              <div class="action-text">
+                <strong>{{ item.label }}</strong>
+                <p>{{ item.prompt }}</p>
+              </div>
+            </button>
+          </div>
+        </div>
+      </div>
+
+      <div v-else key="conversation" class="workbench-ai-conversation">
+        <div class="workbench-ai-conversation-actions" aria-label="对话操作">
+          <button type="button" title="回到对话顶部" aria-label="回到对话顶部" @click="scrollInlineConversationToTop">
+            <i class="mdi mdi-arrow-up"></i>
+          </button>
+          <button
+            type="button"
+            class="danger"
+            title="删除当前对话"
+            aria-label="删除当前对话"
+            :disabled="!conversationMessages.length"
+            @click="requestDeleteCurrentConversation"
+          >
+            <i class="mdi mdi-trash-can-outline"></i>
+          </button>
+        </div>
+
+        <div
+          ref="conversationScrollRef"
+          class="workbench-ai-thread"
+          aria-live="polite"
+          @scroll.passive="handleInlineConversationScroll"
+        >
+          <div v-if="conversationMessages.length === 0" class="workbench-ai-empty-thread">
+            <strong>{{ activeConversationTitle || '新对话' }}</strong>
+            <p>直接输入问题，小财管家会在当前页面内持续回复。</p>
+          </div>
+
+          <article
+            v-for="message in conversationMessages"
+            :key="message.id"
+            class="workbench-ai-message"
+            :class="`is-${message.role}`"
+          >
+            <div v-if="message.role === 'user'" class="workbench-ai-user-bubble">
+              {{ message.content }}
+            </div>
+            <div v-if="message.role === 'user'" class="workbench-ai-message-actions">
+              <button type="button" title="引用" aria-label="引用" @click="quoteInlineMessage(message)">
+                <i class="mdi mdi-reply"></i>
+              </button>
+              <button type="button" title="复制" aria-label="复制" @click="copyInlineMessage(message)">
+                <i class="mdi mdi-content-copy"></i>
+              </button>
+              <time class="workbench-ai-message-time">{{ formatMessageTime(message.createdAt) }}</time>
+            </div>
+
+            <template v-else>
+              <div
+                class="workbench-ai-answer-card"
+                :class="{ pending: message.pending, 'has-thinking': hasInlineThinking(message) }"
+              >
+                <div
+                  v-if="hasInlineThinking(message)"
+                  class="workbench-ai-thinking-panel"
+                  :class="{
+                    'is-expanded': isInlineThinkingExpanded(message),
+                    'is-collapsed': !isInlineThinkingExpanded(message),
+                    'is-running': message.pending
+                  }"
+                >
+                  <button
+                    v-if="!isInlineThinkingExpanded(message)"
+                    type="button"
+                    class="workbench-ai-thinking-toggle"
+                    aria-expanded="false"
+                    @click="toggleInlineThinking(message)"
+                  >
+                    <span class="workbench-ai-thinking-toggle-left">
+                      <span class="workbench-ai-thinking-dot" aria-hidden="true"></span>
+                      <strong>小财业务思考</strong>
+                      <small>{{ resolveInlineThinkingEvents(message).length }} 条</small>
+                    </span>
+                    <i class="mdi mdi-chevron-down" aria-hidden="true"></i>
+                  </button>
+
+                  <div v-else class="workbench-ai-thinking-expanded">
+                    <button
+                      type="button"
+                      class="workbench-ai-thinking-collapse-btn"
+                      aria-label="折叠小财业务思考"
+                      @click="toggleInlineThinking(message)"
+                    >
+                      <i class="mdi mdi-chevron-up" aria-hidden="true"></i>
+                    </button>
+
+                    <Transition name="workbench-ai-thinking-collapse" appear>
+                      <div
+                        class="workbench-ai-thinking-list"
+                        aria-label="小财业务思考明细"
+                      >
+                        <div
+                          v-for="event in resolveInlineThinkingEvents(message)"
+                          :key="event.eventId || `${message.id}-${event.title}`"
+                          class="workbench-ai-thinking-item"
+                          :class="`is-${event.status || 'completed'}`"
+                        >
+                          <span class="workbench-ai-thinking-dot" aria-hidden="true"></span>
+                          <div>
+                            <strong>{{ event.title || '正在分析' }}</strong>
+                            <p v-if="event.content">{{ event.content }}</p>
+                          </div>
+                        </div>
+                      </div>
+                    </Transition>
+                  </div>
+                </div>
+
+                <div
+                  v-if="message.content"
+                  class="workbench-ai-answer-markdown"
+                  v-html="renderInlineMarkdown(message.content)"
+                ></div>
+
+                <div v-else-if="message.pending && !hasInlineThinking(message)" class="workbench-ai-pending-line">
+                  小财管家正在识别任务、拆解流程并准备下一步建议...
+                </div>
+
+                <div v-if="message.suggestedActions?.length" class="workbench-ai-suggested-actions">
+                  <button
+                    v-for="action in message.suggestedActions"
+                    :key="`${message.id}-${action.label}`"
+                    type="button"
+                    @click="handleInlineSuggestedAction(action)"
+                  >
+                    <i :class="action.icon || 'mdi mdi-arrow-right-circle-outline'"></i>
+                    <span>{{ action.label }}</span>
+                  </button>
+                </div>
+              </div>
+              <div v-if="!message.pending" class="workbench-ai-message-actions" aria-label="消息操作">
+                <button type="button" title="复制" aria-label="复制" @click="copyInlineMessage(message)">
+                  <i class="mdi mdi-content-copy"></i>
+                </button>
+                <button type="button" title="有帮助" aria-label="有帮助" @click="markInlineMessageFeedback(message, 'up')">
+                  <i class="mdi mdi-thumb-up-outline"></i>
+                </button>
+                <button type="button" title="无帮助" aria-label="无帮助" @click="markInlineMessageFeedback(message, 'down')">
+                  <i class="mdi mdi-thumb-down-outline"></i>
+                </button>
+                <button type="button" title="重新生成" aria-label="重新生成" @click="regenerateLastReply">
+                  <i class="mdi mdi-refresh"></i>
+                </button>
+                <time class="workbench-ai-message-time">{{ formatMessageTime(message.createdAt) }}</time>
+              </div>
+            </template>
+          </article>
+        </div>
+
+        <div class="workbench-ai-conversation-bottom">
+          <div v-if="selectedFiles.length" class="workbench-ai-file-strip inline">
+            <span>已选择 {{ selectedFiles.length }} 份附件</span>
+            <button type="button" @click="clearAiModeFiles">清空</button>
+          </div>
+
+          <form class="workbench-ai-composer workbench-ai-composer--inline" @submit.prevent="submitAiModePrompt">
+            <div class="workbench-ai-composer-field">
+              <div v-if="workbenchDateTagLabel" class="workbench-ai-date-chip">
+                <i class="mdi mdi-calendar-check-outline"></i>
+                <span>{{ workbenchDateTagLabel }}</span>
+                <button type="button" aria-label="移除日期" @click="removeWorkbenchDateTag">
+                  <i class="mdi mdi-close"></i>
+                </button>
+              </div>
+
+              <textarea
+                ref="assistantInputRef"
+                v-model="assistantDraft"
+                maxlength="1000"
+                rows="3"
+                placeholder="继续和小财管家对话..."
+                @keydown.enter.exact.prevent="submitAiModePrompt"
+              ></textarea>
+            </div>
+
+            <div class="workbench-ai-composer-toolbar">
+              <div class="workbench-ai-tool-buttons">
+                <div class="workbench-date-anchor workbench-ai-date-anchor">
+                  <button
+                    type="button"
+                    class="workbench-ai-icon-btn"
+                    :class="{ active: workbenchDatePickerOpen || workbenchDateTagLabel }"
+                    title="选择日期"
+                    aria-label="选择日期"
+                    :aria-expanded="workbenchDatePickerOpen"
+                    @click.stop="toggleWorkbenchDatePicker"
+                  >
+                    <i class="mdi mdi-calendar-range"></i>
+                  </button>
+
+                  <div
+                    v-if="workbenchDatePickerOpen"
+                    class="workbench-ai-date-popover"
+                    role="dialog"
+                    aria-label="选择业务日期"
+                    @click.stop
+                  >
+                    <div class="workbench-ai-date-tabs" role="tablist" aria-label="日期模式">
+                      <button
+                        type="button"
+                        :class="{ active: workbenchDateMode === 'single' }"
+                        @click="setWorkbenchDateMode('single')"
+                      >
+                        单日
+                      </button>
+                      <button
+                        type="button"
+                        :class="{ active: workbenchDateMode === 'range' }"
+                        @click="setWorkbenchDateMode('range')"
+                      >
+                        范围
+                      </button>
+                    </div>
+
+                    <label v-if="workbenchDateMode === 'single'" class="workbench-ai-date-field">
+                      <span>业务日期</span>
+                      <input
+                        v-model="workbenchSingleDate"
+                        type="date"
+                        @change="handleWorkbenchDateInputChange('single')"
+                      />
+                    </label>
+
+                    <div v-else class="workbench-ai-date-range">
+                      <label class="workbench-ai-date-field">
+                        <span>开始日期</span>
+                        <input
+                          v-model="workbenchRangeStartDate"
+                          type="date"
+                          @change="handleWorkbenchDateInputChange('range-start')"
+                        />
+                      </label>
+                      <label class="workbench-ai-date-field">
+                        <span>结束日期</span>
+                        <input
+                          v-model="workbenchRangeEndDate"
+                          type="date"
+                          @change="handleWorkbenchDateInputChange('range-end')"
+                        />
+                      </label>
+                    </div>
+
+                    <div class="workbench-ai-date-actions">
+                      <button type="button" class="ghost" @click="clearWorkbenchDateSelection">清除</button>
+                      <button
+                        type="button"
+                        class="primary"
+                        :disabled="!workbenchCanApplyDateSelection"
+                        @click="applyWorkbenchDateSelection"
+                      >
+                        完成
+                      </button>
+                    </div>
+                  </div>
+                </div>
+                <button
+                  type="button"
+                  class="workbench-ai-icon-btn"
+                  title="上传附件"
+                  aria-label="上传附件"
+                  @click="triggerAiModeFileUpload"
+                >
+                  <i class="mdi mdi-paperclip"></i>
+                </button>
+                <button
+                  type="button"
+                  class="workbench-ai-icon-btn"
+                  title="语音输入"
+                  aria-label="语音输入"
+                  @click="handleVoiceInput"
+                >
+                  <i class="mdi mdi-microphone-outline"></i>
+                </button>
+              </div>
+
+              <div class="workbench-ai-composer-right">
+                <div class="workbench-ai-model-selector" :title="modelSelectorTitle">
+                  <span>{{ displayModelName }}</span>
+                  <i class="mdi mdi-chevron-down"></i>
+                </div>
+                <button
+                  type="submit"
+                  class="workbench-ai-send-btn"
+                  :disabled="!canSubmitAiModePrompt || sending"
+                  aria-label="发送给小财管家"
+                >
+                  <i class="mdi mdi-arrow-up"></i>
+                </button>
+              </div>
+            </div>
+          </form>
+
+          <p class="workbench-ai-disclaimer">小财管家可能会出错，重要费用事项请核对单据、制度与审批结果。</p>
+        </div>
+      </div>
+    </Transition>
+
+    <Transition name="workbench-ai-confirm-fade">
+      <div v-if="deleteDialogOpen" class="workbench-ai-confirm-mask" role="presentation" @click.self="cancelDeleteConversation">
+        <div
+          class="workbench-ai-confirm-dialog"
+          role="dialog"
+          aria-modal="true"
+          aria-labelledby="workbench-ai-delete-title"
+        >
+          <h3 id="workbench-ai-delete-title">删除当前对话？</h3>
+          <p>删除后，左侧最近对话中的这条记录也会被移除。这个操作无法恢复。</p>
+          <div class="workbench-ai-confirm-actions">
+            <button type="button" class="ghost" @click="cancelDeleteConversation">取消</button>
+            <button type="button" class="danger" @click="confirmDeleteConversation">删除对话</button>
+          </div>
+        </div>
+      </div>
+    </Transition>
+  </section>
+</template>
+
+<script setup>
+import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'
+
+import orbIcon from '../../assets/workbench-ai-mode-orb-icon.gif'
+import { useSystemState } from '../../composables/useSystemState.js'
+import { useToast } from '../../composables/useToast.js'
+import { fetchSettings } from '../../services/settings.js'
+import { fetchStewardPlan, fetchStewardPlanStream } from '../../services/steward.js'
+import { useWorkbenchComposerDate } from '../../composables/useWorkbenchComposerDate.js'
+import {
+  deleteAiWorkbenchConversation,
+  loadAiWorkbenchConversationHistory,
+  saveAiWorkbenchConversation
+} from '../../utils/aiWorkbenchConversationStore.js'
+import { renderMarkdown } from '../../utils/markdown.js'
+import {
+  mergeComposerPrefill,
+  resolveSuggestedActionPrefill
+} from '../../utils/assistantSuggestedActionPrefill.js'
+import {
+  buildExpenseSceneSelectionActions
+} from '../../utils/expenseAssistantActions.js'
+import {
+  buildStewardPlanMessageText,
+  buildStewardPlanRequest,
+  buildStewardSuggestedActions,
+  normalizeStewardPlan
+} from '../../views/scripts/stewardPlanModel.js'
+import {
+  buildExpenseSceneSelectionMessage,
+  SESSION_TYPE_EXPENSE
+} from '../../views/scripts/travelReimbursementConversationModel.js'
+import {
+  applyAiExpenseAnswer,
+  buildAiExpenseStepPrompt,
+  buildAiExpenseSummary,
+  createAiExpenseDraft,
+  isAiExpenseDraftComplete
+} from '../../utils/aiExpenseDraftModel.js'
+import {
+  applyAiApplicationAnswer,
+  buildAiApplicationStepPrompt,
+  buildAiApplicationSummary,
+  createAiApplicationDraft,
+  isAiApplicationDraftComplete
+} from '../../utils/aiApplicationDraftModel.js'
+import {
+  buildRequiredApplicationActions,
+  buildRequiredApplicationMissingText,
+  buildRequiredApplicationSelectionText,
+  filterRequiredApplicationCandidates
+} from '../../views/scripts/travelReimbursementApplicationLinkModel.js'
+import { fetchExpenseClaims } from '../../services/reimbursements.js'
+
+const props = defineProps({
+  sidebarCommand: { type: Object, default: () => ({ seq: 0, type: '', payload: null }) }
+})
+
+const emit = defineEmits(['conversation-change', 'conversation-history-change'])
+const { currentUser } = useSystemState()
+const { toast } = useToast()
+const assistantDraft = ref('')
+const assistantInputRef = ref(null)
+const fileInputRef = ref(null)
+const conversationScrollRef = ref(null)
+const inlineConversationAutoScrollPinned = ref(true)
+const selectedFiles = ref([])
+const systemSettings = ref(null)
+const conversationStarted = ref(false)
+const conversationMessages = ref([])
+const conversationId = ref('')
+const activeConversationTitle = ref('')
+const sending = ref(false)
+const stewardState = ref(null)
+const aiExpenseDraft = ref(null)
+const aiApplicationDraft = ref(null)
+const thinkingExpandedMessageIds = ref(new Set())
+const thinkingCollapsedMessageIds = ref(new Set())
+const deleteDialogOpen = ref(false)
+let messageSeq = 0
+const AI_SEARCH_CONVERSATION_ID = 'ai-search'
+const INLINE_ANSWER_STREAM_CHUNK_SIZE = 6
+const INLINE_ANSWER_STREAM_DELAY_MS = 24
+const INLINE_AUTO_SCROLL_THRESHOLD = 96
+const INLINE_LAYOUT_SETTLE_SCROLL_DELAY_MS = 260
+
+const {
+  workbenchDatePickerOpen,
+  workbenchDateMode,
+  workbenchSingleDate,
+  workbenchRangeStartDate,
+  workbenchRangeEndDate,
+  workbenchDateTagLabel,
+  workbenchCanApplyDateSelection,
+  clearWorkbenchDateSelection,
+  toggleWorkbenchDatePicker,
+  closeWorkbenchDatePicker,
+  setWorkbenchDateMode,
+  handleWorkbenchDatePickerOutside,
+  applyWorkbenchDateSelection,
+  handleWorkbenchDateInputChange,
+  removeWorkbenchDateTag,
+  buildWorkbenchPromptText
+} = useWorkbenchComposerDate({ draft: assistantDraft, focusInput: focusAiModeInput })
+
+const aiModeActionItems = [
+  {
+    label: '发起报销',
+    icon: 'mdi mdi-file-document-plus-outline',
+    prompt: '帮我发起一笔报销，并检查需要准备哪些票据材料。',
+    source: 'workbench',
+    sessionType: 'expense'
+  },
+  {
+    label: '查询预算',
+    icon: 'mdi mdi-chart-pie-outline',
+    prompt: '帮我查询当前预算余额和近期费用占用情况。',
+    source: 'budget',
+    sessionType: 'budget'
+  },
+  {
+    label: '解释制度',
+    icon: 'mdi mdi-book-open-page-variant-outline',
+    prompt: '帮我解释公司报销制度，并列出这次需要注意的条款。',
+    source: 'workbench',
+    sessionType: 'knowledge'
+  },
+  {
+    label: '催办审批',
+    icon: 'mdi mdi-bell-ring-outline',
+    prompt: '帮我查询待审批单据，并生成一段礼貌的催办说明。',
+    source: 'workbench',
+    sessionType: 'approval'
+  }
+]
+
+const displayUserName = computed(() => {
+  const user = currentUser.value || {}
+  return String(user.name || user.username || '同事').trim() || '同事'
+})
+
+const displayModelName = computed(() => {
+  const llmForm = systemSettings.value?.llmForm
+  if (!llmForm) return 'Axiom Ultra 3.1'
+  const model = llmForm.mainModel || ''
+  const provider = llmForm.mainProvider || ''
+  if (!model) return 'Axiom Ultra 3.1'
+  return provider ? `${provider} / ${model}` : model
+})
+
+const modelSelectorTitle = computed(() => {
+  const llmForm = systemSettings.value?.llmForm
+  if (!llmForm) return '当前模型：Axiom Ultra 3.1'
+  const model = llmForm.mainModel || 'Axiom Ultra 3.1'
+  const provider = llmForm.mainProvider || ''
+  return provider ? `当前模型：${provider} / ${model}` : `当前模型：${model}`
+})
+
+const canSubmitAiModePrompt = computed(() => (
+  Boolean(assistantDraft.value.trim())
+    || selectedFiles.value.length > 0
+    || Boolean(workbenchDateTagLabel.value)
+))
+
+async function loadSystemSettings() {
+  try {
+    systemSettings.value = await fetchSettings()
+  } catch {
+    systemSettings.value = { llmForm: {} }
+  }
+}
+
+function focusAiModeInput() {
+  nextTick(() => {
+    assistantInputRef.value?.focus()
+  })
+}
+
+function isInlineConversationNearBottom() {
+  const el = conversationScrollRef.value
+  if (!el) {
+    return true
+  }
+  return el.scrollHeight - el.clientHeight - el.scrollTop <= INLINE_AUTO_SCROLL_THRESHOLD
+}
+
+function handleInlineConversationScroll() {
+  inlineConversationAutoScrollPinned.value = isInlineConversationNearBottom()
+}
+
+function forceInlineConversationToBottom() {
+  const el = conversationScrollRef.value
+  if (el) {
+    el.scrollTop = el.scrollHeight
+    inlineConversationAutoScrollPinned.value = true
+  }
+}
+
+function scrollInlineConversationToBottom(options = {}) {
+  const shouldScroll = options.force !== false
+  nextTick(() => {
+    if (!shouldScroll) {
+      return
+    }
+    forceInlineConversationToBottom()
+    window.requestAnimationFrame(() => {
+      forceInlineConversationToBottom()
+    })
+    window.setTimeout(() => {
+      if (inlineConversationAutoScrollPinned.value) {
+        forceInlineConversationToBottom()
+      }
+    }, INLINE_LAYOUT_SETTLE_SCROLL_DELAY_MS)
+  })
+}
+
+function scrollInlineConversationToTop() {
+  nextTick(() => {
+    const el = conversationScrollRef.value
+    if (el) {
+      inlineConversationAutoScrollPinned.value = false
+      el.scrollTo({ top: 0, behavior: 'smooth' })
+    }
+  })
+}
+
+function normalizeParagraphs(content) {
+  return String(content || '')
+    .split(/\n{2,}|\n/)
+    .map((item) => item.trim())
+    .filter(Boolean)
+}
+
+function createInlineMessage(role, content, options = {}) {
+  const normalizedContent = String(content || '').trim()
+  return {
+    id: options.id || `${Date.now()}-${messageSeq += 1}`,
+    role,
+    content: normalizedContent,
+    paragraphs: normalizeParagraphs(normalizedContent),
+    pending: Boolean(options.pending),
+    feedback: String(options.feedback || ''),
+    stewardPlan: options.stewardPlan || null,
+    suggestedActions: Array.isArray(options.suggestedActions) ? options.suggestedActions : [],
+    createdAt: options.createdAt || Date.now()
+  }
+}
+
+function formatMessageTime(timestamp) {
+  if (!timestamp) return ''
+  return new Date(timestamp).toLocaleTimeString([], { hour: '2-digit', minute: '2-digit' })
+}
+
+function updateInlineMessageContent(message, content) {
+  if (!message) {
+    return
+  }
+  message.content = String(content || '')
+  message.paragraphs = normalizeParagraphs(message.content)
+}
+
+function appendInlineMessageContent(message, delta) {
+  const nextDelta = String(delta || '')
+  if (!nextDelta) {
+    return
+  }
+  updateInlineMessageContent(message, `${message.content || ''}${nextDelta}`)
+}
+
+function waitInlineAnswerStreamFrame() {
+  return new Promise((resolve) => {
+    window.setTimeout(resolve, INLINE_ANSWER_STREAM_DELAY_MS)
+  })
+}
+
+async function streamInlineAssistantContent(messageId, content) {
+  const targetContent = String(content || '').trim()
+  let streamedContent = ''
+
+  for (let index = 0; index < targetContent.length; index += INLINE_ANSWER_STREAM_CHUNK_SIZE) {
+    const message = conversationMessages.value.find((item) => item.id === messageId)
+    if (!message || !message.pending) {
+      return
+    }
+    const shouldAutoScroll = inlineConversationAutoScrollPinned.value
+    streamedContent += targetContent.slice(index, index + INLINE_ANSWER_STREAM_CHUNK_SIZE)
+    updateInlineMessageContent(message, streamedContent)
+    scrollInlineConversationToBottom({ force: shouldAutoScroll })
+    await waitInlineAnswerStreamFrame()
+  }
+}
+
+function normalizeRuntimeMessage(message = {}) {
+  return createInlineMessage(message.role || 'assistant', message.content || '', {
+    id: message.id,
+    pending: false,
+    feedback: message.feedback || '',
+    stewardPlan: message.stewardPlan || null,
+    suggestedActions: Array.isArray(message.suggestedActions) ? message.suggestedActions : []
+  })
+}
+
+function serializeRuntimeMessage(message = {}) {
+  return {
+    id: message.id,
+    role: message.role,
+    content: message.content,
+    feedback: message.feedback || '',
+    stewardPlan: message.stewardPlan || null,
+    suggestedActions: Array.isArray(message.suggestedActions) ? message.suggestedActions : []
+  }
+}
+
+function refreshConversationHistory() {
+  const history = loadAiWorkbenchConversationHistory(currentUser.value || {})
+  emit('conversation-history-change', history)
+  return history
+}
+
+function isPersistableInlineConversation() {
+  return Boolean(
+    conversationId.value &&
+      conversationId.value !== AI_SEARCH_CONVERSATION_ID &&
+      conversationMessages.value.length
+  )
+}
+
+function persistCurrentConversation() {
+  if (!isPersistableInlineConversation()) {
+    refreshConversationHistory()
+    return []
+  }
+
+  const history = saveAiWorkbenchConversation(currentUser.value || {}, {
+    id: conversationId.value,
+    conversationId: conversationId.value,
+    title: activeConversationTitle.value,
+    source: 'workbench',
+    sessionType: 'steward',
+    stewardState: stewardState.value,
+    messages: conversationMessages.value.map((message) => serializeRuntimeMessage(message))
+  })
+  emit('conversation-history-change', history)
+  return history
+}
+
+function resetInlineConversationState() {
+  conversationStarted.value = false
+  conversationMessages.value = []
+  conversationId.value = ''
+  stewardState.value = null
+  activeConversationTitle.value = ''
+  assistantDraft.value = ''
+  thinkingExpandedMessageIds.value = new Set()
+  thinkingCollapsedMessageIds.value = new Set()
+  deleteDialogOpen.value = false
+  clearWorkbenchDateSelection()
+  clearAiModeFiles()
+}
+
+function replaceInlineMessage(id, nextMessage) {
+  const index = conversationMessages.value.findIndex((item) => item.id === id)
+  if (index === -1) {
+    conversationMessages.value.push(nextMessage)
+    return
+  }
+  conversationMessages.value.splice(index, 1, nextMessage)
+}
+
+function activateInlineConversation(options = {}) {
+  conversationStarted.value = true
+  if (!conversationId.value) {
+    conversationId.value = options.id || `inline-${Date.now()}`
+  }
+  activeConversationTitle.value = options.title || activeConversationTitle.value || '新对话'
+  emit('conversation-change', { id: conversationId.value, title: activeConversationTitle.value })
+}
+
+function renderInlineMarkdown(content) {
+  return renderMarkdown(content)
+}
+
+function resolveInlineThinkingEvents(message) {
+  return Array.isArray(message?.stewardPlan?.thinkingEvents) ? message.stewardPlan.thinkingEvents : []
+}
+
+function hasInlineThinking(message) {
+  return resolveInlineThinkingEvents(message).length > 0
+}
+
+function isInlineThinkingExpanded(message) {
+  if (!message?.id) {
+    return Boolean(message?.pending)
+  }
+  if (thinkingCollapsedMessageIds.value.has(message.id)) {
+    return false
+  }
+  return Boolean(message.pending || thinkingExpandedMessageIds.value.has(message.id))
+}
+
+function toggleInlineThinking(message) {
+  if (!message?.id) {
+    return
+  }
+  const nextExpandedIds = new Set(thinkingExpandedMessageIds.value)
+  const nextCollapsedIds = new Set(thinkingCollapsedMessageIds.value)
+  if (isInlineThinkingExpanded(message)) {
+    nextExpandedIds.delete(message.id)
+    nextCollapsedIds.add(message.id)
+  } else {
+    nextCollapsedIds.delete(message.id)
+    nextExpandedIds.add(message.id)
+  }
+  thinkingExpandedMessageIds.value = nextExpandedIds
+  thinkingCollapsedMessageIds.value = nextCollapsedIds
+}
+
+function buildInlinePromptText(rawPrompt, files = []) {
+  const prompt = buildWorkbenchPromptText(rawPrompt)
+  if (prompt) {
+    return prompt
+  }
+  return files.length ? '请帮我处理已上传的附件。' : ''
+}
+
+function shouldCheckAiRequiredApplicationGate(prompt) {
+  const compact = String(prompt || '').replace(/\s+/g, '')
+  if (!compact || !/(出差|差旅|部署|实施|支撑|支持|协助|拜访|调研|驻场|上线|验收)/.test(compact)) {
+    return false
+  }
+  if (!/\d{1,2}月\d{1,2}|昨天|前天|上周|上月/.test(compact)) {
+    return false
+  }
+  return !/(申请|报销|草稿|提交|审批|保存|发起|创建)/.test(compact)
+}
+
+function serializeRequiredApplicationCandidate(candidate = {}) {
+  return {
+    id: String(candidate.id || '').trim(),
+    claim_no: String(candidate.claim_no || '').trim(),
+    reason: String(candidate.reason || '').trim(),
+    location: String(candidate.location || '').trim(),
+    business_time: String(candidate.business_time || '').trim(),
+    status_label: String(candidate.status_label || '').trim()
+  }
+}
+
+async function attachAiRequiredApplicationGate(planRequest, prompt) {
+  if (!shouldCheckAiRequiredApplicationGate(prompt)) {
+    return planRequest
+  }
+
+  try {
+    const claims = await fetchExpenseClaims()
+    const candidates = filterRequiredApplicationCandidates(claims, 'travel', currentUser.value || {})
+    planRequest.context_json = {
+      ...(planRequest.context_json || {}),
+      required_application_gate: {
+        ...((planRequest.context_json || {}).required_application_gate || {}),
+        travel: {
+          checked: true,
+          candidate_count: candidates.length,
+          candidates: candidates.slice(0, 5).map((candidate) => serializeRequiredApplicationCandidate(candidate))
+        }
+      }
+    }
+  } catch (error) {
+    console.warn('AI mode required application lookup failed:', error)
+    planRequest.context_json = {
+      ...(planRequest.context_json || {}),
+      required_application_gate: {
+        ...((planRequest.context_json || {}).required_application_gate || {}),
+        travel: {
+          checked: false,
+          query_failed: true
+        }
+      }
+    }
+  }
+  return planRequest
+}
+
+function resolveRequiredApplicationGateContinuationFlow(normalizedPlan) {
+  if (String(normalizedPlan?.pendingFlowConfirmation?.status || '').trim() !== 'pending') {
+    return null
+  }
+  const flows = Array.isArray(normalizedPlan?.candidateFlows) ? normalizedPlan.candidateFlows : []
+  const applicationFlow = flows.find((flow) => flow.flowId === 'travel_application')
+  if (flows.length === 1 && applicationFlow && /先发起出差申请/.test(applicationFlow.label)) {
+    return applicationFlow
+  }
+  return flows.find((flow) => (
+    flow.flowId === 'travel_reimbursement' &&
+    /关联已有申请单/.test(flow.label)
+  )) || null
+}
+
+function buildAiRequiredApplicationGateAutoMessage(normalizedPlan, flow) {
+  const baseText = buildStewardPlanMessageText({
+    planStatus: normalizedPlan?.planStatus,
+    nextAction: normalizedPlan?.nextAction,
+    summary: normalizedPlan?.summary,
+    pendingFlowConfirmation: normalizedPlan?.pendingFlowConfirmation,
+    candidateFlows: normalizedPlan?.candidateFlows
+  })
+  const contextText = String(baseText || '')
+    .split(/\n\n1\. \*\*/)[0]
+    .trim()
+    .replace('### 需要先确认流程方向', '### 我已先查询申请单')
+  if (flow?.flowId === 'travel_application') {
+    return [
+      contextText || baseText,
+      '我会继续在当前对话里为你发起出差申请。'
+    ].filter(Boolean).join('\n\n')
+  }
+  if (flow?.flowId === 'travel_reimbursement') {
+    return [
+      contextText || baseText,
+      '我会继续进入申请单关联步骤，请你确认要关联哪张单据。'
+    ].filter(Boolean).join('\n\n')
+  }
+  return baseText
+}
+
+function continueAiRequiredApplicationGateFromPlan(normalizedPlan) {
+  const flow = resolveRequiredApplicationGateContinuationFlow(normalizedPlan)
+  if (!flow) {
+    return false
+  }
+  if (flow.flowId === 'travel_application') {
+    aiExpenseDraft.value = null
+    startAiApplicationDraft('travel', '差旅费')
+    return true
+  }
+  if (flow.flowId === 'travel_reimbursement') {
+    aiApplicationDraft.value = null
+    startAiExpenseDraft('travel', '差旅费', true)
+    return true
+  }
+  return false
+}
+
+function normalizeStreamThinkingEvent(event = {}) {
+  const data = event?.data && typeof event.data === 'object' ? event.data : {}
+  const eventId = String(data.event_id || data.eventId || data.stage || `thinking-${Date.now()}`).trim()
+  return {
+    eventId,
+    stage: String(data.stage || '').trim(),
+    title: String(data.title || '小财管家正在分析').trim(),
+    content: String(data.content || '').trim(),
+    status: String(data.status || 'running').trim() || 'running'
+  }
+}
+
+function handleInlineStewardStreamEvent(messageId, event) {
+  const message = conversationMessages.value.find((item) => item.id === messageId)
+  if (!message) {
+    return
+  }
+
+  if (event?.event === 'answer_delta') {
+    const data = event?.data && typeof event.data === 'object' ? event.data : {}
+    const shouldAutoScroll = inlineConversationAutoScrollPinned.value
+    appendInlineMessageContent(message, data.delta || data.content || data.text || '')
+    message.stewardPlan = {
+      ...(message.stewardPlan || {}),
+      streamStatus: 'streaming'
+    }
+    scrollInlineConversationToBottom({ force: shouldAutoScroll })
+    return
+  }
+
+  if (event?.event !== 'thinking') {
+    return
+  }
+
+  const nextEvent = normalizeStreamThinkingEvent(event)
+  const shouldAutoScroll = inlineConversationAutoScrollPinned.value
+  const currentPlan = message.stewardPlan || {}
+  const currentEvents = Array.isArray(currentPlan.thinkingEvents) ? currentPlan.thinkingEvents : []
+  const eventIndex = currentEvents.findIndex((item) => item.eventId && item.eventId === nextEvent.eventId)
+  const nextEvents = eventIndex >= 0
+    ? currentEvents.map((item, index) => (index === eventIndex ? { ...item, ...nextEvent } : item))
+    : [...currentEvents, nextEvent]
+
+  message.stewardPlan = {
+    ...currentPlan,
+    thinkingEvents: nextEvents,
+    streamStatus: 'streaming'
+  }
+  scrollInlineConversationToBottom({ force: shouldAutoScroll })
+}
+
+async function fetchInlineStewardPlan(messageId, payload) {
+  try {
+    return await fetchStewardPlanStream(
+      payload,
+      {
+        onEvent: (event) => handleInlineStewardStreamEvent(messageId, event)
+      },
+      {
+        idleTimeoutMs: 90000,
+        timeoutMessage: '小财管家仍在规划任务，已停止等待。你可以稍后继续追问。'
+      }
+    )
+  } catch (error) {
+    if (String(error?.message || '').includes('流式服务')) {
+      return fetchStewardPlan(payload, {
+        timeoutMs: 75000,
+        timeoutMessage: '小财管家仍在规划任务，已停止等待。你可以稍后继续追问。'
+      })
+    }
+    throw error
+  }
+}
+
+async function requestInlineAssistantReply(prompt, entry = {}, files = []) {
+  let shouldAutoScrollOnFinish = true
+  const pendingMessage = createInlineMessage('assistant', '', {
+    pending: true,
+    stewardPlan: {
+      streamStatus: 'streaming',
+      thinkingEvents: [
+        {
+          eventId: 'init',
+          title: '小财管家正在接入业务流程',
+          content: '正在识别你的意图、上下文和附件信息。',
+          status: 'running'
+        }
+      ]
+    }
+  })
+  conversationMessages.value.push(pendingMessage)
+  scrollInlineConversationToBottom()
+
+  try {
+    const planRequest = buildStewardPlanRequest({
+      rawText: prompt,
+      files,
+      currentUser: currentUser.value || {},
+      conversationId: conversationId.value,
+      stewardState: stewardState.value
+    })
+    planRequest.context_json = {
+      ...planRequest.context_json,
+      entry_source: 'workbench_ai_inline',
+      source: entry.source || 'workbench'
+    }
+    await attachAiRequiredApplicationGate(planRequest, prompt)
+
+    const plan = await fetchInlineStewardPlan(pendingMessage.id, planRequest)
+    const normalizedPlan = normalizeStewardPlan(plan, {
+      visibleThinkingEventCount: Number.MAX_SAFE_INTEGER,
+      initialSummaryOnly: true
+    })
+    const previousThinkingEvents = resolveInlineThinkingEvents(pendingMessage)
+    const nextThinkingEvents = normalizedPlan.thinkingEvents.length
+      ? normalizedPlan.thinkingEvents
+      : previousThinkingEvents.map((item) => ({ ...item, status: 'completed' }))
+    const previousConversationId = conversationId.value
+    const nextConversationId = String(normalizedPlan.conversationId || '').trim()
+    if (nextConversationId) {
+      conversationId.value = nextConversationId
+      emit('conversation-change', { id: conversationId.value, title: activeConversationTitle.value })
+      if (previousConversationId && previousConversationId !== nextConversationId) {
+        deleteAiWorkbenchConversation(currentUser.value || {}, previousConversationId)
+      }
+    }
+    if (normalizedPlan.stewardState) {
+      stewardState.value = normalizedPlan.stewardState
+    }
+    const requiredApplicationContinuationFlow = resolveRequiredApplicationGateContinuationFlow(normalizedPlan)
+    const finalMessageText = requiredApplicationContinuationFlow
+      ? buildAiRequiredApplicationGateAutoMessage(normalizedPlan, requiredApplicationContinuationFlow)
+      : buildStewardPlanMessageText(plan)
+    const hasServerStreamedContent = Boolean(String(pendingMessage.content || '').trim())
+    if (!hasServerStreamedContent) {
+      await streamInlineAssistantContent(pendingMessage.id, finalMessageText)
+    }
+    shouldAutoScrollOnFinish = inlineConversationAutoScrollPinned.value
+    replaceInlineMessage(
+      pendingMessage.id,
+      createInlineMessage('assistant', finalMessageText, {
+        id: pendingMessage.id,
+        stewardPlan: {
+          ...normalizedPlan,
+          thinkingEvents: nextThinkingEvents,
+          streamStatus: 'completed'
+        },
+        suggestedActions: requiredApplicationContinuationFlow ? [] : buildStewardSuggestedActions(plan)
+      })
+    )
+    if (continueAiRequiredApplicationGateFromPlan(normalizedPlan)) {
+      shouldAutoScrollOnFinish = inlineConversationAutoScrollPinned.value
+    }
+    persistCurrentConversation()
+  } catch (error) {
+    shouldAutoScrollOnFinish = inlineConversationAutoScrollPinned.value
+    replaceInlineMessage(
+      pendingMessage.id,
+      createInlineMessage(
+        'assistant',
+        error?.message || '小财管家暂时无法完成规划，请稍后再试。',
+        {
+          id: pendingMessage.id,
+          stewardPlan: {
+            streamStatus: 'failed',
+            thinkingEvents: resolveInlineThinkingEvents(pendingMessage).map((item) => ({
+              ...item,
+              status: 'failed'
+            }))
+          }
+        }
+      )
+    )
+    toast(error?.message || '小财管家暂时无法完成规划。')
+    persistCurrentConversation()
+  } finally {
+    sending.value = false
+    scrollInlineConversationToBottom({ force: shouldAutoScrollOnFinish })
+  }
+}
+
+function startInlineConversation(prompt, entry = {}, files = []) {
+  const cleanPrompt = buildInlinePromptText(prompt, files)
+  if (!cleanPrompt || sending.value) {
+    return
+  }
+
+  if (aiExpenseDraft.value && !isAiExpenseDraftComplete(aiExpenseDraft.value)) {
+    advanceAiExpenseDraft(cleanPrompt, files)
+    return
+  }
+
+  if (aiApplicationDraft.value && !isAiApplicationDraftComplete(aiApplicationDraft.value)) {
+    advanceAiApplicationDraft(cleanPrompt, files)
+    return
+  }
+
+  if (conversationId.value === AI_SEARCH_CONVERSATION_ID) {
+    conversationId.value = ''
+    conversationMessages.value = []
+    activeConversationTitle.value = ''
+  }
+
+  sending.value = true
+  activateInlineConversation({
+    title: entry.label || cleanPrompt.slice(0, 18) || '新对话'
+  })
+  inlineConversationAutoScrollPinned.value = true
+  conversationMessages.value.push(createInlineMessage('user', cleanPrompt))
+  assistantDraft.value = ''
+  removeWorkbenchDateTag()
+  closeWorkbenchDatePicker()
+  clearAiModeFiles()
+  scrollInlineConversationToBottom()
+  persistCurrentConversation()
+  void requestInlineAssistantReply(cleanPrompt, entry, files)
+}
+
+function submitAiModePrompt() {
+  if (!canSubmitAiModePrompt.value) {
+    toast('请输入需求后再发送。')
+    focusAiModeInput()
+    return
+  }
+
+  startInlineConversation(assistantDraft.value, { source: 'workbench', sessionType: 'steward' }, Array.from(selectedFiles.value))
+}
+
+function runAiModeAction(item) {
+  if (String(item?.label || '').trim() === '发起报销') {
+    pushInlineExpenseSceneSelectionPrompt(item.prompt, item.label)
+    return
+  }
+  startInlineConversation(item.prompt, item, Array.from(selectedFiles.value))
+}
+
+function startNewInlineConversation() {
+  resetInlineConversationState()
+  emit('conversation-change', { id: '', title: '' })
+  refreshConversationHistory()
+  focusAiModeInput()
+}
+
+function openInlineSearchConversation() {
+  conversationMessages.value = [
+    createInlineMessage('assistant', '你可以输入关键词搜索历史对话，也可以直接描述要继续处理的费用事项。')
+  ]
+  stewardState.value = null
+  thinkingExpandedMessageIds.value = new Set()
+  thinkingCollapsedMessageIds.value = new Set()
+  conversationId.value = AI_SEARCH_CONVERSATION_ID
+  activateInlineConversation({ id: AI_SEARCH_CONVERSATION_ID, title: '查询对话' })
+  focusAiModeInput()
+  scrollInlineConversationToBottom()
+}
+
+function openInlineRecentConversation(item = {}) {
+  const title = String(item.title || '最近对话').trim()
+  conversationId.value = String(item.id || `recent-${Date.now()}`).trim()
+  activeConversationTitle.value = title
+  stewardState.value = item.stewardState || null
+  thinkingExpandedMessageIds.value = new Set()
+  thinkingCollapsedMessageIds.value = new Set()
+  inlineConversationAutoScrollPinned.value = true
+  conversationMessages.value = Array.isArray(item.messages) && item.messages.length
+    ? item.messages.map((message) => normalizeRuntimeMessage(message))
+    : [
+        createInlineMessage(
+          'assistant',
+          '这条历史对话没有保存完整消息。你可以继续输入新的问题，小财管家会接着处理。'
+        )
+      ]
+  conversationStarted.value = true
+  emit('conversation-change', { id: conversationId.value, title })
+  focusAiModeInput()
+  scrollInlineConversationToBottom()
+}
+
+function regenerateLastReply() {
+  const lastUserMessage = [...conversationMessages.value].reverse().find((message) => message.role === 'user')
+  if (!lastUserMessage || sending.value) {
+    return
+  }
+  const lastAssistantIndex = conversationMessages.value.map((message) => message.role).lastIndexOf('assistant')
+  if (lastAssistantIndex >= 0) {
+    conversationMessages.value.splice(lastAssistantIndex, 1)
+  }
+  sending.value = true
+  void requestInlineAssistantReply(lastUserMessage.content, { source: 'workbench', sessionType: 'steward' }, [])
+}
+
+function handleInlineSuggestedAction(action = {}) {
+  const prefillText = resolveSuggestedActionPrefill(action)
+  if (prefillText) {
+    assistantDraft.value = mergeComposerPrefill(assistantDraft.value, prefillText)
+    focusAiModeInput()
+    return
+  }
+
+  const actionType = String(action?.action_type || '').trim()
+  const actionPayload = action?.payload && typeof action.payload === 'object' ? action.payload : {}
+  if (actionPayload.steward_confirm_flow && actionPayload.flow_id === 'travel_reimbursement') {
+    const expenseType = String(actionPayload.expense_type || 'travel').trim() || 'travel'
+    const expenseTypeLabel = String(actionPayload.expense_type_label || '差旅费').trim() || '差旅费'
+    startAiExpenseDraft(expenseType, expenseTypeLabel, true)
+    return
+  }
+  if (actionPayload.steward_confirm_flow && actionPayload.flow_id === 'travel_application') {
+    aiExpenseDraft.value = null
+    const expenseType = String(actionPayload.expense_type || 'travel').trim() || 'travel'
+    const expenseTypeLabel = String(actionPayload.expense_type_label || '差旅费').trim() || '差旅费'
+    startAiApplicationDraft(expenseType, expenseTypeLabel)
+    return
+  }
+  if (actionType === 'select_expense_type') {
+    const expenseType = String(action?.payload?.expense_type || '').trim()
+    const expenseTypeLabel = String(action?.payload?.expense_type_label || action?.label || '').trim()
+    const requiresApplicationBeforeReimbursement = Boolean(action?.payload?.requires_application_before_reimbursement)
+    startAiExpenseDraft(expenseType, expenseTypeLabel, requiresApplicationBeforeReimbursement)
+    return
+  }
+
+  if (actionType === 'select_required_application') {
+    linkAiExpenseApplication(action?.payload || {})
+    return
+  }
+
+  if (actionType === 'ai_application_start_inline') {
+    aiExpenseDraft.value = null
+    const expenseType = String(action?.payload?.expense_type || '').trim()
+    const expenseTypeLabel = String(action?.payload?.expense_type_label || action?.label || '').trim()
+    startAiApplicationDraft(expenseType, expenseTypeLabel)
+    return
+  }
+
+  const carryText = String(action?.payload?.carry_text || action?.label || '').trim()
+  if (!carryText) {
+    return
+  }
+  if (String(action?.payload?.session_type || '').trim() === SESSION_TYPE_EXPENSE && carryText === '我要报销') {
+    pushInlineExpenseSceneSelectionPrompt(carryText, action.label)
+    return
+  }
+  startInlineConversation(carryText, {
+    label: action.label,
+    source: 'steward-action',
+    sessionType: action?.payload?.session_type || 'steward'
+  }, action?.payload?.carry_files ? Array.from(selectedFiles.value) : [])
+}
+
+function pushInlineExpenseSceneSelectionPrompt(originalMessage, selectedLabel = '') {
+  const sourceText = String(originalMessage || '我要报销').trim()
+  if (!conversationStarted.value) {
+    activateInlineConversation({
+      title: String(selectedLabel || sourceText || '报销').trim().slice(0, 18) || '报销'
+    })
+  }
+  assistantDraft.value = ''
+  removeWorkbenchDateTag()
+  closeWorkbenchDatePicker()
+  conversationMessages.value.push(createInlineMessage('user', String(selectedLabel || sourceText).trim()))
+  conversationMessages.value.push(createInlineMessage('assistant', buildExpenseSceneSelectionMessage(sourceText), {
+    suggestedActions: buildExpenseSceneSelectionActions(sourceText)
+  }))
+  persistCurrentConversation()
+  scrollInlineConversationToBottom()
+}
+
+function pushInlineUserMessage(text) {
+  conversationMessages.value.push(createInlineMessage('user', String(text || '').trim()))
+}
+
+// 选定报销类型后，在当前对话页内启动逐项收集流程；
+// 差旅/招待需先查申请单，其余类型直接进入字段填写。
+function startAiExpenseDraft(expenseType, expenseTypeLabel, requiresApplicationBeforeReimbursement) {
+  if (!conversationStarted.value) {
+    activateInlineConversation({ title: String(expenseTypeLabel || '报销').trim().slice(0, 18) || '报销' })
+  }
+  assistantDraft.value = ''
+  removeWorkbenchDateTag()
+  closeWorkbenchDatePicker()
+  clearAiModeFiles()
+  pushInlineUserMessage(`选择${expenseTypeLabel || expenseType || '报销'}`)
+
+  if (requiresApplicationBeforeReimbursement) {
+    void resolveAiExpenseApplicationLink(expenseType, expenseTypeLabel)
+    return
+  }
+
+  const draft = createAiExpenseDraft(expenseType, expenseTypeLabel)
+  aiExpenseDraft.value = draft
+  conversationMessages.value.push(createInlineMessage('assistant', buildAiExpenseStepPrompt(draft)))
+  persistCurrentConversation()
+  scrollInlineConversationToBottom()
+}
+
+function advanceAiExpenseDraft(answer, files = []) {
+  const fileNames = Array.from(files || [])
+  pushInlineUserMessage(answer || (fileNames.length ? `上传 ${fileNames.length} 份附件` : ''))
+  assistantDraft.value = ''
+  clearAiModeFiles()
+
+  const next = applyAiExpenseAnswer(aiExpenseDraft.value, answer, fileNames)
+  aiExpenseDraft.value = next
+
+  if (isAiExpenseDraftComplete(next)) {
+    conversationMessages.value.push(createInlineMessage('assistant', `${buildAiExpenseSummary(next)}\n\n如果哪一项需要修改，直接告诉我；确认无误后我再帮你生成报销草稿。`))
+    aiExpenseDraft.value = null
+  } else {
+    conversationMessages.value.push(createInlineMessage('assistant', buildAiExpenseStepPrompt(next)))
+  }
+  persistCurrentConversation()
+  scrollInlineConversationToBottom()
+}
+
+async function resolveAiExpenseApplicationLink(expenseType, expenseTypeLabel) {
+  let claims = null
+  try {
+    claims = await fetchExpenseClaims()
+  } catch {
+    aiExpenseDraft.value = null
+    conversationMessages.value.push(createInlineMessage('assistant', '查询可关联申请单时出现异常，请稍后再试，我先暂停这次报销流程。'))
+    persistCurrentConversation()
+    scrollInlineConversationToBottom()
+    return
+  }
+
+  const candidates = filterRequiredApplicationCandidates(claims, expenseType, currentUser.value || {})
+  aiExpenseDraft.value = createAiExpenseDraft(expenseType, expenseTypeLabel)
+
+  if (!candidates.length) {
+    conversationMessages.value.push(createInlineMessage('assistant', buildRequiredApplicationMissingText(expenseType), {
+      suggestedActions: [{
+        label: '在当前对话里发起申请',
+        description: '逐项收集出差申请要点，整理后你可以提交到申请助手',
+        icon: 'mdi mdi-file-plus-outline',
+        action_type: 'ai_application_start_inline',
+        payload: {
+          expense_type: expenseType,
+          expense_type_label: expenseTypeLabel
+        }
+      }]
+    }))
+    persistCurrentConversation()
+    scrollInlineConversationToBottom()
+    return
+  }
+
+  conversationMessages.value.push(createInlineMessage('assistant', buildRequiredApplicationSelectionText(expenseType, candidates), {
+    suggestedActions: buildRequiredApplicationActions(candidates, 'select_required_application')
+  }))
+  persistCurrentConversation()
+  scrollInlineConversationToBottom()
+}
+
+function linkAiExpenseApplication(application = {}) {
+  const draft = aiExpenseDraft.value
+  if (!draft) {
+    return
+  }
+  const claimNo = String(application.application_claim_no || '').trim()
+  pushInlineUserMessage(`关联申请单 ${claimNo}`.trim())
+
+  const linked = {
+    ...draft,
+    applicationClaim: application,
+    values: {
+      ...draft.values,
+      reason: String(application.application_reason || '').trim(),
+      location: String(application.application_location || '').trim(),
+      time_range: String(application.application_business_time || '').trim(),
+      amount: String(application.application_amount_label || application.application_amount || '').trim()
+    },
+    // 申请单已带出事由/时间/地点/金额，直接进入票据确认
+    stepKey: 'attachments'
+  }
+  aiExpenseDraft.value = linked
+  conversationMessages.value.push(createInlineMessage('assistant', [
+    `已关联申请单${claimNo ? ` ${claimNo}` : ''}，事由、时间、地点、金额我先用申请单的内容预填了。`,
+    '',
+    '再确认一下票据：可以现在上传，或回复“稍后上传”。'
+  ].join('\n')))
+  persistCurrentConversation()
+  scrollInlineConversationToBottom()
+}
+
+// 进入申请草稿：在当前 AI 对话页内逐项收集出差申请要点，
+// 不跳工作台、不调用旧 applyGuided 流程。
+function startAiApplicationDraft(expenseType, expenseTypeLabel) {
+  pushInlineUserMessage('在当前对话里先发起申请')
+  const draft = createAiApplicationDraft(expenseType, expenseTypeLabel)
+  aiApplicationDraft.value = draft
+  conversationMessages.value.push(createInlineMessage('assistant', buildAiApplicationStepPrompt(draft)))
+  persistCurrentConversation()
+  scrollInlineConversationToBottom()
+}
+
+function advanceAiApplicationDraft(answer, files = []) {
+  const fileNames = Array.from(files || [])
+  pushInlineUserMessage(answer || (fileNames.length ? `上传 ${fileNames.length} 份附件` : ''))
+  assistantDraft.value = ''
+  clearAiModeFiles()
+
+  const next = applyAiApplicationAnswer(aiApplicationDraft.value, answer, fileNames)
+  aiApplicationDraft.value = next
+
+  if (isAiApplicationDraftComplete(next)) {
+    conversationMessages.value.push(createInlineMessage('assistant', buildAiApplicationSummary(next)))
+    aiApplicationDraft.value = null
+  } else {
+    conversationMessages.value.push(createInlineMessage('assistant', buildAiApplicationStepPrompt(next)))
+  }
+  persistCurrentConversation()
+  scrollInlineConversationToBottom()
+}
+
+function requestDeleteCurrentConversation() {
+  if (!conversationMessages.value.length) {
+    return
+  }
+  deleteDialogOpen.value = true
+}
+
+function cancelDeleteConversation() {
+  deleteDialogOpen.value = false
+}
+
+function confirmDeleteConversation() {
+  const nextHistory = conversationId.value
+    ? deleteAiWorkbenchConversation(currentUser.value || {}, conversationId.value)
+    : refreshConversationHistory()
+  emit('conversation-history-change', nextHistory)
+  resetInlineConversationState()
+  emit('conversation-change', { id: '', title: '' })
+  toast('已删除当前对话。')
+  focusAiModeInput()
+}
+
+async function copyInlineMessage(message) {
+  try {
+    await navigator.clipboard?.writeText(message.content)
+    toast('已复制内容。')
+  } catch {
+    toast('当前浏览器暂不支持自动复制。')
+  }
+}
+
+function quoteInlineMessage(message) {
+  const quote = `> ${message.content}\n\n`
+  assistantDraft.value = assistantDraft.value ? assistantDraft.value + '\n' + quote : quote
+  focusAiModeInput()
+}
+
+function markInlineMessageFeedback(message, feedback) {
+  message.feedback = feedback
+  persistCurrentConversation()
+  toast(feedback === 'up' ? '已记录有帮助反馈。' : '已记录需要改进反馈。')
+}
+
+function triggerAiModeFileUpload() {
+  fileInputRef.value?.click()
+}
+
+function handleAiModeFilesChange(event) {
+  selectedFiles.value = Array.from(event.target.files || []).slice(0, 10)
+  if (fileInputRef.value) {
+    fileInputRef.value.value = ''
+  }
+  focusAiModeInput()
+}
+
+function clearAiModeFiles() {
+  selectedFiles.value = []
+  if (fileInputRef.value) {
+    fileInputRef.value.value = ''
+  }
+}
+
+function handleVoiceInput() {
+  toast('语音输入正在准备中，您可以先输入文字需求。')
+  focusAiModeInput()
+}
+
+watch(
+  () => props.sidebarCommand?.seq,
+  () => {
+    const command = props.sidebarCommand || {}
+    if (command.type === 'new-chat') {
+      startNewInlineConversation()
+      return
+    }
+    if (command.type === 'search-chat') {
+      openInlineSearchConversation()
+      return
+    }
+    if (command.type === 'open-recent') {
+      openInlineRecentConversation(command.payload || {})
+    }
+  }
+)
+
+onMounted(() => {
+  loadSystemSettings()
+  refreshConversationHistory()
+  document.addEventListener('click', handleWorkbenchDatePickerOutside)
+})
+
+onBeforeUnmount(() => {
+  document.removeEventListener('click', handleWorkbenchDatePickerOutside)
+})
+</script>
+
+<style scoped src="../../assets/styles/components/personal-workbench-ai-mode.css"></style>
diff --git a/web/src/components/charts/TrendChart.vue b/web/src/components/charts/TrendChart.vue
index 0dbb9d0..6ed89ac 100644
--- a/web/src/components/charts/TrendChart.vue
+++ b/web/src/components/charts/TrendChart.vue
@@ -1,5 +1,5 @@
 <template>
-  <div class="trend-chart">
+  <div class="trend-chart" :class="{ 'trend-chart-compact': compact, 'trend-chart-dark': dark }">
     <div class="chart-toolbar">
       <div class="chart-legend">
         <span
@@ -39,6 +39,10 @@ const props = defineProps({
   claimCount: { type: Array, default: () => [] },
   claimAmount: { type: Array, default: () => [] },
   categoryAmountSeries: { type: Array, default: () => [] },
+  comparisonAmount: { type: Array, default: () => [] },
+  primaryLabel: { type: String, default: '报销金额' },
+  comparisonLabel: { type: String, default: '去年同期' },
+  compact: { type: Boolean, default: false },
   applications: { type: Array, default: () => [] },
   approved: { type: Array, default: () => [] }
 })
@@ -46,6 +50,7 @@ const props = defineProps({
 const chartElement = shallowRef(null)
 const themeColors = useThemeColors()
 const isCountMode = computed(() => props.mode === 'count')
+const isComparisonMode = computed(() => props.mode === 'compareAmount')
 const chartColors = computed(() => ({
   primary: themeColors.value.chartPrimary,
   blue: themeColors.value.chartBlue,
@@ -93,14 +98,30 @@ const stackedAmountData = computed(() => props.labels.map((_, index) => [
   index,
   ...amountCategorySeries.value.map((item) => Number(item.data?.[index] || 0))
 ]))
-const activeColor = computed(() => (
-  isCountMode.value ? chartColors.value.primary : chartColors.value.blue
-))
+const activeColor = computed(() => {
+  return isCountMode.value ? chartColors.value.primary : chartColors.value.blue
+})
+const comparisonColor = computed(() => '#cbd5e1')
 const legendLabel = computed(() => (
-  isCountMode.value ? '报销数量' : '报销金额'
+  isCountMode.value ? '报销数量' : (isComparisonMode.value ? props.primaryLabel : '报销金额')
 ))
 const unitLabel = computed(() => (isCountMode.value ? '单位：单' : '单位：元'))
 const legendItems = computed(() => {
+  if (isComparisonMode.value) {
+    return [
+      {
+        name: props.primaryLabel,
+        color: activeColor.value,
+        title: `${props.primaryLabel} ${unitLabel.value}`
+      },
+      {
+        name: props.comparisonLabel,
+        color: comparisonColor.value,
+        title: `${props.comparisonLabel} ${unitLabel.value}`
+      }
+    ]
+  }
+
   if (amountCategorySeries.value.length) {
     return amountCategorySeries.value.map((item, index) => ({
       name: item.name || `费用类型 ${index + 1}`,
@@ -114,23 +135,144 @@ const legendItems = computed(() => {
     title: `${legendLabel.value} ${unitLabel.value}`
   }]
 })
-const maxValue = computed(() => Math.max(...activeSeries.value.map((value) => Number(value || 0)), 1))
+const comparisonSeries = computed(() => (
+  Array.isArray(props.comparisonAmount) ? props.comparisonAmount : []
+))
+const maxValue = computed(() => {
+  const values = [
+    ...activeSeries.value.map((value) => Number(value || 0)),
+    ...(isComparisonMode.value ? comparisonSeries.value.map((value) => Number(value || 0)) : [])
+  ]
+  const rawMax = Math.max(...values, 0)
+  if (isCountMode.value) {
+    return Math.max(rawMax, 5)
+  }
+  return Math.max(rawMax, 100)
+})
+const compactScale = computed(() => ({
+  axisLabelSize: props.compact ? 12 : 11,
+  comparisonLineWidth: props.compact ? 3 : 2.5,
+  comparisonSymbolSize: props.compact ? 7.5 : 6,
+  defaultLineWidth: props.compact ? 3 : 2.5,
+  defaultSymbolSize: props.compact ? 8 : 7,
+  gridBottom: props.compact ? 18 : 22,
+  gridLeft: props.compact ? 42 : 36,
+  gridRight: props.compact ? 28 : 24,
+  gridTop: props.compact ? 10 : 12,
+  primaryLineWidth: props.compact ? 3.8 : 3,
+  primarySymbolSize: props.compact ? 8.5 : 7
+}))
+const chartGrid = computed(() => ({
+  top: compactScale.value.gridTop,
+  right: compactScale.value.gridRight,
+  bottom: compactScale.value.gridBottom,
+  left: compactScale.value.gridLeft,
+  containLabel: true
+}))
 const stackedMaxValue = computed(() => {
-  if (!amountCategorySeries.value.length) {
+  if (isComparisonMode.value || !amountCategorySeries.value.length) {
     return maxValue.value
   }
   const dailyTotals = props.labels.map((_, index) => amountCategorySeries.value
     .reduce((sum, item) => sum + Number(item.data?.[index] || 0), 0))
-  return Math.max(...dailyTotals, 1)
+  const rawMax = Math.max(...dailyTotals, 0)
+  if (isCountMode.value) {
+    return Math.max(rawMax, 5)
+  }
+  return Math.max(rawMax, 100)
+})
+function getFormattedMax(val, isCount) {
+  if (isCount) {
+    const base = Math.max(val, 4)
+    if (base <= 4) return 4
+    if (base <= 6) return 6
+    if (base <= 10) return 10
+    return Math.ceil(base / 2) * 2
+  } else {
+    const base = Math.max(val, 100)
+    if (base <= 100) return 100
+    if (base <= 200) return 200
+    if (base <= 500) return 500
+    if (base <= 1000) return 1000
+    if (base <= 2000) return 2000
+    if (base <= 5000) return 5000
+    return Math.ceil(base / 1000) * 1000
+  }
+}
+const yAxisMax = computed(() => {
+  const calculatedMax = Math.ceil(stackedMaxValue.value * 1.18)
+  return getFormattedMax(calculatedMax, isCountMode.value)
 })
 const ariaLabel = computed(() =>
   props.labels.map((label, index) => (
-    isCountMode.value
+    isComparisonMode.value
+      ? `${label}${props.primaryLabel}${formatCurrency(claimAmountSeries.value[index] || 0)}，${props.comparisonLabel}${formatCurrency(comparisonSeries.value[index] || 0)}`
+      : isCountMode.value
       ? `${label}报销${claimCountSeries.value[index] || 0}单`
       : `${label}报销金额${formatCurrency(claimAmountSeries.value[index] || 0)}`
   )).join('，')
 )
 const chartSeries = computed(() => {
+  if (isComparisonMode.value) {
+    return [
+      {
+        name: props.primaryLabel,
+        type: 'line',
+        data: claimAmountSeries.value,
+        smooth: true,
+        symbol: 'circle',
+        symbolSize: compactScale.value.primarySymbolSize,
+        lineStyle: {
+          width: compactScale.value.primaryLineWidth,
+          color: activeColor.value
+        },
+        itemStyle: {
+          color: '#ffffff',
+          borderColor: activeColor.value,
+          borderWidth: props.compact ? 3 : 2.5
+        },
+        areaStyle: {
+          opacity: 1,
+          color: {
+            type: 'linear',
+            x: 0,
+            y: 0,
+            x2: 0,
+            y2: 1,
+            colorStops: [
+              { offset: 0, color: toRgba(activeColor.value, 0.12) },
+              { offset: 1, color: toRgba(activeColor.value, 0.01) }
+            ]
+          }
+        },
+        tooltip: {
+          valueFormatter: (value) => formatCurrency(value)
+        }
+      },
+      {
+        name: props.comparisonLabel,
+        type: 'line',
+        data: comparisonSeries.value,
+        smooth: true,
+        symbol: 'circle',
+        symbolSize: compactScale.value.comparisonSymbolSize,
+        lineStyle: {
+          width: compactScale.value.comparisonLineWidth,
+          color: comparisonColor.value,
+          type: 'dashed'
+        },
+        itemStyle: {
+          color: '#ffffff',
+          borderColor: comparisonColor.value,
+          borderWidth: props.compact ? 2.5 : 2
+        },
+        tooltip: {
+          valueFormatter: (value) => formatCurrency(value)
+        }
+      }
+    ]
+  }
+
   if (!isCountMode.value && amountCategorySeries.value.length) {
     return [{
       name: '费用类型占比',
@@ -151,15 +293,15 @@ const chartSeries = computed(() => {
     barWidth: 16,
     smooth: isCountMode.value,
     symbol: isCountMode.value ? 'circle' : 'none',
-    symbolSize: 7,
+    symbolSize: compactScale.value.defaultSymbolSize,
     lineStyle: {
-      width: 2.5,
+      width: compactScale.value.defaultLineWidth,
       color: activeColor.value
     },
     itemStyle: {
       color: isCountMode.value ? '#ffffff' : activeColor.value,
       borderColor: activeColor.value,
-      borderWidth: isCountMode.value ? 2.5 : 0,
+      borderWidth: isCountMode.value ? (props.compact ? 3 : 2.5) : 0,
       borderRadius: [4, 4, 0, 0]
     },
     areaStyle: {
@@ -190,13 +332,7 @@ const chartOptions = computed(() => ({
   animationDurationUpdate: 1200,
   animationEasing: 'linear',
   animationEasingUpdate: 'linear',
-  grid: {
-    top: 12,
-    right: 24,
-    bottom: 22,
-    left: 36,
-    containLabel: true
-  },
+  grid: chartGrid.value,
   tooltip: {
     trigger: 'axis',
     confine: true,
@@ -221,20 +357,22 @@ const chartOptions = computed(() => ({
     axisLine: { lineStyle: { color: 'rgba(148, 163, 184, 0.28)' } },
     axisLabel: {
       color: '#64748b',
-      fontSize: 11,
+      fontSize: compactScale.value.axisLabelSize,
       fontWeight: 700
     }
   },
   yAxis: {
     type: 'value',
     min: 0,
-    max: Math.ceil(stackedMaxValue.value * 1.18),
-    splitNumber: 5,
+    max: yAxisMax.value,
+    interval: props.compact ? (yAxisMax.value / 2) : undefined,
+    splitNumber: props.compact ? 2 : 5,
     name: '',
     axisLabel: {
       color: '#64748b',
-      fontSize: 11,
+      fontSize: compactScale.value.axisLabelSize,
       fontWeight: 700,
+      margin: props.compact ? 12 : 8,
       formatter: (value) => (isCountMode.value ? `${Math.round(value)}` : formatAxisCurrency(value))
     },
     splitLine: { lineStyle: { color: 'rgba(226, 232, 240, 0.75)' } }
@@ -352,6 +490,16 @@ function formatTooltip(params) {
   if (!first) {
     return ''
   }
+  if (isComparisonMode.value) {
+    const index = Number(first.dataIndex || 0)
+    const label = props.labels[index] || first.axisValueLabel || first.name || ''
+    return [
+      label,
+      `${props.primaryLabel}：${formatCurrency(claimAmountSeries.value[index] || 0)}`,
+      `${props.comparisonLabel}：${formatCurrency(comparisonSeries.value[index] || 0)}`
+    ].join('<br/>')
+  }
+
   if (!isCountMode.value && amountCategorySeries.value.length) {
     return formatStackedTooltip(first)
   }
@@ -406,6 +554,11 @@ function formatAxisCurrency(value) {
   flex-direction: column;
 }
 
+.trend-chart-compact {
+  height: 100%;
+  min-height: 124px;
+}
+
 .chart-toolbar {
   min-height: 30px;
   display: flex;
@@ -465,4 +618,39 @@ function formatAxisCurrency(value) {
   flex: 1;
   min-height: 0;
 }
+
+.trend-chart-compact .chart-toolbar {
+  min-height: 28px;
+  margin-bottom: 6px;
+}
+
+.trend-chart-compact .chart-legend {
+  gap: 6px 14px;
+  font-size: 13px;
+}
+
+.trend-chart-compact .legend-pill {
+  max-width: 128px;
+}
+
+.trend-chart-compact .chart-legend i {
+  width: 9px;
+  height: 9px;
+}
+
+.trend-chart-compact .chart-unit {
+  padding: 2px 8px;
+  font-size: 12.5px;
+}
+
+.trend-chart-dark .chart-legend,
+.trend-chart-dark .legend-pill {
+  color: #64748b;
+}
+
+.trend-chart-dark .chart-unit {
+  border-color: rgba(255, 255, 255, 0.08);
+  background: rgba(255, 255, 255, 0.04);
+  color: #64748b;
+}
 </style>
diff --git a/web/src/components/layout/AiSidebarRail.vue b/web/src/components/layout/AiSidebarRail.vue
new file mode 100644
index 0000000..8f404bd
--- /dev/null
+++ b/web/src/components/layout/AiSidebarRail.vue
@@ -0,0 +1,321 @@
+<template>
+  <aside class="ai-rail" :class="{ 'rail-collapsed': collapsed }" aria-label="AI模式导航">
+    <section class="ai-rail-brand" aria-label="当前产品标识">
+      <span class="ai-brand-logo" aria-hidden="true">
+        <img v-if="brandLogo" :src="brandLogo" alt="" />
+        <svg v-else viewBox="0 0 36 36">
+          <path d="M19.8 4.5c5.7 1.1 9.9 5.7 10.5 11.6-2.8-.9-5.5-.7-7.9.6-2.8 1.5-4.5 4.3-5.2 8.2-4.4-2.8-6.5-6.5-6.3-11.1.2-4.2 3.5-7.8 8.9-9.3Z" />
+          <path d="M9 7.6c-3 3.5-4 7.3-2.9 11.2 1.2 4.2 4.6 7 10.1 8.5-2 1.8-4.6 2.6-7.6 2.3C5.1 26.7 3.5 23.1 3.7 19 4 14.4 5.7 10.6 9 7.6Z" />
+        </svg>
+      </span>
+      <span class="ai-brand-copy">
+        <strong>{{ displayBrandName }}</strong>
+        <small>AI 财务工作台</small>
+      </span>
+    </section>
+
+    <section class="ai-rail-section ai-rail-quick" aria-label="对话操作">
+      <template v-for="action in quickActions" :key="action.event">
+        <label
+          v-if="action.event === 'search' && conversationSearchOpen"
+          class="ai-conversation-search"
+        >
+          <i class="mdi mdi-magnify" aria-hidden="true"></i>
+          <input
+            ref="conversationSearchInputRef"
+            v-model="conversationSearchQuery"
+            type="search"
+            placeholder="搜索对话标题"
+            @keydown.esc.prevent="closeConversationSearch"
+          />
+          <button
+            type="button"
+            :aria-label="conversationSearchQuery ? '清空对话搜索' : '关闭对话搜索'"
+            @click="handleConversationSearchAuxAction"
+          >
+            <i class="mdi mdi-close" aria-hidden="true"></i>
+          </button>
+        </label>
+        <button
+          v-else
+          type="button"
+          class="ai-quick-btn"
+          :class="{ primary: action.primary }"
+          @click="handleQuickAction(action.event)"
+        >
+          <i :class="action.icon" aria-hidden="true"></i>
+          <span>{{ action.label }}</span>
+        </button>
+      </template>
+    </section>
+
+    <div class="ai-rail-divider"></div>
+
+    <nav class="ai-rail-section ai-rail-nav" aria-label="业务导航">
+      <div class="ai-nav-list">
+        <button
+          v-for="item in businessNavItems"
+          :key="item.id"
+          type="button"
+          class="ai-nav-btn"
+          :class="{ active: activeView === item.id }"
+          :aria-current="activeView === item.id ? 'page' : undefined"
+          @click="emit('navigate', item.id)"
+        >
+          <span class="ai-nav-icon" aria-hidden="true">
+            <i :class="item.aiIcon"></i>
+          </span>
+          <span class="ai-nav-copy">
+            <strong>{{ item.displayLabel }}</strong>
+          </span>
+        </button>
+      </div>
+    </nav>
+
+    <div class="ai-rail-divider"></div>
+
+    <section class="ai-rail-section ai-rail-recents" aria-label="最近对话">
+      <h2 class="ai-section-heading">最近对话</h2>
+      <div class="ai-recents-list">
+        <div
+          v-for="recent in filteredConversationHistory"
+          :key="recent.id"
+          role="button"
+          tabindex="0"
+          class="ai-recent-item"
+          :class="{ active: activeConversationId === recent.id }"
+          :aria-current="activeConversationId === recent.id ? 'true' : undefined"
+          @click="handleRecentClick(recent)"
+          @dblclick.stop="startEditingRecentTitle(recent)"
+          @keydown.enter.prevent="emit('open-recent', recent)"
+          @keydown.space.prevent="emit('open-recent', recent)"
+        >
+          <span class="ai-recent-main">
+            <input
+              v-if="editingConversationId === recent.id"
+              ref="editingTitleInputRef"
+              v-model="editingConversationTitle"
+              class="ai-recent-title-input"
+              type="text"
+              aria-label="编辑对话标题"
+              @click.stop
+              @dblclick.stop
+              @keydown.enter.prevent="commitRecentTitleEdit(recent)"
+              @keydown.esc.prevent="cancelRecentTitleEdit"
+              @blur="commitRecentTitleEdit(recent)"
+            />
+            <span v-else class="ai-recent-title">{{ recent.title }}</span>
+            <span class="ai-recent-desc">{{ recent.desc }}</span>
+          </span>
+          <span class="ai-recent-time">{{ recent.time }}</span>
+        </div>
+        <p v-if="!normalizedConversationHistory.length" class="ai-recents-empty">暂无历史对话</p>
+        <p v-else-if="!filteredConversationHistory.length" class="ai-recents-empty">没有匹配的对话</p>
+      </div>
+    </section>
+
+    <section class="ai-rail-user" aria-label="当前用户">
+      <div class="ai-user-avatar" aria-hidden="true">{{ displayUser.avatar }}</div>
+      <div class="ai-user-copy">
+        <strong>{{ displayUser.name }}</strong>
+        <span>{{ displayUser.subtitle }}</span>
+      </div>
+      <div class="ai-user-actions" aria-label="用户操作">
+        <button type="button" class="ai-user-action ai-user-logout" aria-label="退出系统" @click="emit('logout')">
+          <i class="mdi mdi-logout-variant" aria-hidden="true"></i>
+        </button>
+      </div>
+    </section>
+  </aside>
+</template>
+
+<script setup>
+import { computed, nextTick, onBeforeUnmount, ref } from 'vue'
+
+import { resolveAiSidebarBusinessViewIds } from '../../utils/aiSidebarBusinessAccess.js'
+
+const props = defineProps({
+  navItems: { type: Array, required: true },
+  activeView: { type: String, required: true },
+  activeConversationId: { type: String, default: '' },
+  brandName: { type: String, default: '' },
+  brandLogo: { type: String, default: '' },
+  currentUser: {
+    type: Object,
+    default: () => ({
+      name: '系统管理员',
+      role: '管理员',
+      avatar: '管'
+    })
+  },
+  collapsed: {
+    type: Boolean,
+    default: false
+  },
+  conversationHistory: { type: Array, default: () => [] }
+})
+
+const emit = defineEmits(['navigate', 'new-chat', 'open-recent', 'rename-conversation', 'logout'])
+const conversationSearchOpen = ref(false)
+const conversationSearchQuery = ref('')
+const conversationSearchInputRef = ref(null)
+const editingConversationId = ref('')
+const editingConversationTitle = ref('')
+const editingTitleInputRef = ref(null)
+let recentClickTimer = null
+
+const quickActions = [
+  {
+    label: '新建对话',
+    icon: 'mdi mdi-plus',
+    event: 'new-chat',
+    primary: true
+  },
+  {
+    label: '查询对话',
+    icon: 'mdi mdi-magnify',
+    event: 'search'
+  }
+]
+
+const displayBrandName = computed(() => String(props.brandName || '易财费控').trim() || '易财费控')
+
+const sidebarMeta = {
+  overview: { label: '分析看板', icon: 'mdi mdi-chart-line-variant' },
+  documents: { label: '单据中心', icon: 'mdi mdi-file-document-outline' },
+  receiptFolder: { label: '票据夹', icon: 'mdi mdi-receipt-text-outline' },
+  budget: { label: '预算管理', icon: 'mdi mdi-chart-donut' },
+  policies: { label: '财务政策', icon: 'mdi mdi-book-open-page-variant-outline' },
+  audit: { label: '规则管理', icon: 'mdi mdi-shield-check-outline' },
+  digitalEmployees: { label: '数字员工', icon: 'mdi mdi-robot-outline' },
+  employees: { label: '员工管理', icon: 'mdi mdi-account-group-outline' },
+  settings: { label: '系统设置', icon: 'mdi mdi-tune-vertical' }
+}
+
+const aiBusinessViewIds = computed(() => new Set(resolveAiSidebarBusinessViewIds(props.currentUser)))
+
+const businessNavItems = computed(() =>
+  props.navItems
+    .filter((item) => aiBusinessViewIds.value.has(item.id))
+    .map((item) => ({
+      ...item,
+      displayLabel: sidebarMeta[item.id]?.label ?? item.label,
+      aiIcon: sidebarMeta[item.id]?.icon ?? 'mdi mdi-circle-outline'
+    }))
+)
+
+const normalizedConversationHistory = computed(() => (
+  Array.isArray(props.conversationHistory) ? props.conversationHistory : []
+))
+
+const filteredConversationHistory = computed(() => {
+  const query = conversationSearchQuery.value.trim().toLowerCase()
+  if (!query) {
+    return normalizedConversationHistory.value
+  }
+
+  return normalizedConversationHistory.value.filter((recent) => (
+    String(recent.title || '').toLowerCase().includes(query)
+  ))
+})
+
+const displayUser = computed(() => ({
+  name: props.currentUser?.name || '系统管理员',
+  subtitle:
+    props.currentUser?.email ||
+    (props.currentUser?.username && props.currentUser?.username !== props.currentUser?.name ? props.currentUser.username : '') ||
+    props.currentUser?.role ||
+    '审批负责人',
+  avatar: props.currentUser?.avatar || String(props.currentUser?.name || '管').trim().slice(0, 1) || '管'
+}))
+
+function handleQuickAction(event) {
+  if (event === 'new-chat') {
+    emit('new-chat')
+    return
+  }
+  if (event === 'search') {
+    openConversationSearch()
+  }
+}
+
+function openConversationSearch() {
+  conversationSearchOpen.value = true
+  void nextTick(() => {
+    resolveInputElement(conversationSearchInputRef.value)?.focus()
+  })
+}
+
+function closeConversationSearch() {
+  conversationSearchOpen.value = false
+  conversationSearchQuery.value = ''
+}
+
+function handleConversationSearchAuxAction() {
+  if (conversationSearchQuery.value) {
+    conversationSearchQuery.value = ''
+    return
+  }
+
+  closeConversationSearch()
+}
+
+function startEditingRecentTitle(recent = {}) {
+  clearRecentClickTimer()
+  editingConversationId.value = String(recent.id || '').trim()
+  editingConversationTitle.value = String(recent.title || '').trim()
+  void nextTick(() => {
+    const input = resolveInputElement(editingTitleInputRef.value)
+    input?.focus()
+    input?.select()
+  })
+}
+
+function handleRecentClick(recent = {}) {
+  clearRecentClickTimer()
+  recentClickTimer = window.setTimeout(() => {
+    emit('open-recent', recent)
+    recentClickTimer = null
+  }, 180)
+}
+
+function clearRecentClickTimer() {
+  if (recentClickTimer) {
+    window.clearTimeout(recentClickTimer)
+    recentClickTimer = null
+  }
+}
+
+function cancelRecentTitleEdit() {
+  editingConversationId.value = ''
+  editingConversationTitle.value = ''
+}
+
+function commitRecentTitleEdit(recent = {}) {
+  if (editingConversationId.value !== String(recent.id || '').trim()) {
+    return
+  }
+
+  const title = editingConversationTitle.value.trim()
+  cancelRecentTitleEdit()
+  if (!title || title === String(recent.title || '').trim()) {
+    return
+  }
+
+  emit('rename-conversation', {
+    id: recent.id,
+    title
+  })
+}
+
+function resolveInputElement(value) {
+  return Array.isArray(value) ? value[0] : value
+}
+
+onBeforeUnmount(() => {
+  clearRecentClickTimer()
+})
+
+</script>
+
+<style scoped src="../../assets/styles/components/ai-sidebar-rail.css"></style>
diff --git a/web/src/components/layout/SidebarRail.vue b/web/src/components/layout/SidebarRail.vue
index 991a1c4..61b75eb 100644
--- a/web/src/components/layout/SidebarRail.vue
+++ b/web/src/components/layout/SidebarRail.vue
@@ -56,63 +56,24 @@
       </ElTooltip>
     </nav>
 
-    <div
-      class="rail-user"
-      @mouseenter="openCollapsedUserMenu"
-      @mouseleave="closeCollapsedUserMenu"
-      @focusin="openCollapsedUserMenu"
-      @focusout="handleUserFocusOut"
-    >
-      <div v-if="!collapsed" class="user-menu" role="menu" aria-label="用户菜单">
-        <button class="user-menu-item" type="button" @click="emit('logout')">
-          <i class="mdi mdi-logout-variant"></i>
-          <span>退出系统</span>
+    <section class="rail-user" aria-label="当前用户">
+      <div class="user-avatar" aria-hidden="true">{{ displayUser.avatar }}</div>
+      <div class="user-copy">
+        <strong>{{ displayUser.name }}</strong>
+        <span>{{ displayUser.subtitle }}</span>
+      </div>
+      <div class="user-actions" aria-label="用户操作">
+        <button type="button" class="user-action user-logout" aria-label="退出系统" @click="emit('logout')">
+          <i class="mdi mdi-logout-variant" aria-hidden="true"></i>
         </button>
       </div>
-
-      <Teleport to="body">
-        <div
-          v-if="collapsed && userMenuOpen"
-          class="rail-user-menu-floating"
-          :style="userMenuStyle"
-          role="menu"
-          aria-label="用户菜单"
-          @mouseenter="clearUserMenuCloseTimer"
-          @mouseleave="closeCollapsedUserMenu"
-        >
-          <button class="user-menu-item" type="button" @click="handleLogout">
-            <i class="mdi mdi-logout-variant"></i>
-            <span>退出系统</span>
-          </button>
-        </div>
-      </Teleport>
-
-      <ElTooltip
-        :content="userTooltipContent"
-        placement="top"
-        effect="light"
-        :disabled="!collapsed || userMenuOpen"
-        :show-after="180"
-        :hide-after="0"
-        :offset="10"
-        popper-class="rail-tooltip-popper"
-      >
-        <div class="user-summary" tabindex="0" :aria-label="userTooltipContent">
-          <span class="user-avatar">{{ displayUser.avatar }}</span>
-          <span class="user-copy">
-            <strong>{{ displayUser.name }}</strong>
-            <span>{{ displayUser.role }}</span>
-          </span>
-          <i class="mdi mdi-chevron-up"></i>
-        </div>
-      </ElTooltip>
-    </div>
+    </section>
   </aside>
 </template>
 
 <script setup>
 import { ElTooltip } from 'element-plus/es/components/tooltip/index.mjs'
-import { computed, onBeforeUnmount, reactive, ref, watch } from 'vue'
+import { computed } from 'vue'
 
 const props = defineProps({
   navItems: { type: Array, required: true },
@@ -164,99 +125,16 @@ const decoratedNavItems = computed(() =>
 
 const displayUser = computed(() => ({
   name: props.currentUser?.name || '系统管理员',
-  role: props.currentUser?.role || '管理员',
-  avatar: props.currentUser?.avatar || '管'
+  subtitle:
+    props.currentUser?.email ||
+    (props.currentUser?.username && props.currentUser?.username !== props.currentUser?.name ? props.currentUser.username : '') ||
+    props.currentUser?.role ||
+    '管理员',
+  avatar: props.currentUser?.avatar || String(props.currentUser?.name || '管').trim().slice(0, 1) || '管'
 }))
 
 const displayCompanyName = computed(() => props.companyName || '易财费控')
 const collapseTooltipContent = computed(() => (props.collapsed ? '展开侧边栏' : '折叠侧边栏'))
-const userTooltipContent = computed(() => [displayUser.value.name, displayUser.value.role].filter(Boolean).join(' · '))
-
-const userMenuOpen = ref(false)
-let userMenuCloseTimer = null
-const userMenuPosition = reactive({
-  top: 0,
-  left: 0
-})
-
-const userMenuStyle = computed(() => ({
-  top: `${userMenuPosition.top}px`,
-  left: `${userMenuPosition.left}px`
-}))
-
-function resolveUserMenuAnchor(element) {
-  return element?.querySelector?.('.user-summary') || element
-}
-
-function clearUserMenuCloseTimer() {
-  if (userMenuCloseTimer) {
-    clearTimeout(userMenuCloseTimer)
-    userMenuCloseTimer = null
-  }
-}
-
-function openCollapsedUserMenu(event) {
-  if (!props.collapsed) {
-    return
-  }
-
-  clearUserMenuCloseTimer()
-
-  const anchor = resolveUserMenuAnchor(event?.currentTarget)
-  if (!anchor?.getBoundingClientRect) {
-    return
-  }
-
-  const rect = anchor.getBoundingClientRect()
-  userMenuPosition.top = rect.top + rect.height / 2
-  userMenuPosition.left = rect.right + 12
-  userMenuOpen.value = true
-}
-
-function closeCollapsedUserMenu() {
-  clearUserMenuCloseTimer()
-  userMenuCloseTimer = setTimeout(() => {
-    userMenuOpen.value = false
-    userMenuCloseTimer = null
-  }, 120)
-}
-
-function closeCollapsedUserMenuNow() {
-  clearUserMenuCloseTimer()
-  userMenuOpen.value = false
-}
-
-function handleUserFocusOut(event) {
-  if (!props.collapsed) {
-    return
-  }
-
-  const container = event.currentTarget
-  const nextTarget = event.relatedTarget
-  if (nextTarget && container?.contains(nextTarget)) {
-    return
-  }
-
-  closeCollapsedUserMenuNow()
-}
-
-function handleLogout() {
-  closeCollapsedUserMenuNow()
-  emit('logout')
-}
-
-watch(
-  () => props.collapsed,
-  (isCollapsed) => {
-    if (!isCollapsed) {
-      closeCollapsedUserMenuNow()
-    }
-  }
-)
-
-onBeforeUnmount(() => {
-  closeCollapsedUserMenuNow()
-})
 </script>
 
 
diff --git a/web/src/components/layout/TopBar.vue b/web/src/components/layout/TopBar.vue
index 60927d6..51d4252 100644
--- a/web/src/components/layout/TopBar.vue
+++ b/web/src/components/layout/TopBar.vue
@@ -1,10 +1,11 @@
 <template>
   <header class="topbar" :class="{ 'chat-mode': isChat, 'detail-mode': isRequestDetail }">
-    <div class="title-group">
+    <div v-if="!isWorkbenchAiHome" class="title-group">
       <div class="eyebrow">{{ eyebrowLabel }}</div>
       <h1>{{ currentView.title }}</h1>
       <p>{{ currentView.desc }}</p>
     </div>
+    <div v-else class="title-group" aria-hidden="true"></div>
 
     <div class="top-actions">
       <template v-if="isChat">
@@ -278,12 +279,23 @@
             </Transition>
           </div>
 
-          <button class="company-switcher" type="button" aria-label="切换公司">
-            <span>{{ displayCompanyName }}</span>
-            <i class="mdi mdi-chevron-down"></i>
-          </button>
-        </div>
-      </template>
+          <button class="company-switcher" type="button" aria-label="切换公司">
+            <span>{{ displayCompanyName }}</span>
+            <i class="mdi mdi-chevron-down"></i>
+          </button>
+          <button
+            type="button"
+            class="topbar-ai-mode-toggle"
+            :class="{ active: isTopbarAiMode }"
+            :aria-pressed="isTopbarAiMode"
+            :aria-label="topbarWorkbenchModeTitle"
+            :title="topbarWorkbenchModeTitle"
+            @click="toggleTopbarWorkbenchMode"
+          >
+            <span class="topbar-ai-mode-toggle__glyph">AI</span>
+          </button>
+        </div>
+      </template>
 
       <template v-else-if="isDocuments">
         <div class="kpi-chips">
@@ -345,18 +357,36 @@
         </div>
       </template>
 
-      <template v-else-if="isEmployees">
-        <div class="kpi-chips">
-          <div v-for="kpi in employeeKpis" :key="kpi.label" class="kpi-chip" :style="{ '--chip-color': kpi.color }">
-            <span class="chip-value">{{ kpi.value }}<small>{{ kpi.unit }}</small></span>
-            <span class="chip-label">{{ kpi.label }}</span>
-            <span class="chip-delta" :class="kpi.trend">{{ kpi.meta }}</span>
-          </div>
-        </div>
-      </template>
-    </div>
-  </header>
-</template>
+      <template v-else-if="isEmployees">
+        <div class="kpi-chips">
+          <div v-for="kpi in employeeKpis" :key="kpi.label" class="kpi-chip" :style="{ '--chip-color': kpi.color }">
+            <span class="chip-value">{{ kpi.value }}<small>{{ kpi.unit }}</small></span>
+            <span class="chip-label">{{ kpi.label }}</span>
+            <span class="chip-delta" :class="kpi.trend">{{ kpi.meta }}</span>
+          </div>
+        </div>
+      </template>
+
+      <div v-if="showAiModeUtilityActions" class="topbar-utility-actions" aria-label="AI模式快捷操作">
+        <button class="company-switcher" type="button" aria-label="切换公司">
+          <span>{{ displayCompanyName }}</span>
+          <i class="mdi mdi-chevron-down"></i>
+        </button>
+        <button
+          type="button"
+          class="topbar-ai-mode-toggle"
+          :class="{ active: isTopbarAiMode }"
+          :aria-pressed="isTopbarAiMode"
+          :aria-label="topbarWorkbenchModeTitle"
+          :title="topbarWorkbenchModeTitle"
+          @click="toggleTopbarWorkbenchMode"
+        >
+          <span class="topbar-ai-mode-toggle__glyph">AI</span>
+        </button>
+      </div>
+    </div>
+  </header>
+</template>
 
 <script setup>
 import { computed, onBeforeUnmount, onMounted, ref, watch } from 'vue'
@@ -394,14 +424,18 @@ const props = defineProps({
     type: Object,
     default: () => null
   },
-  workbenchSummary: {
-    type: Object,
-    default: () => null
-  },
-  companyName: {
-    type: String,
-    default: ''
-  },
+  workbenchSummary: {
+    type: Object,
+    default: () => null
+  },
+  workbenchMode: {
+    type: String,
+    default: 'traditional'
+  },
+  companyName: {
+    type: String,
+    default: ''
+  },
   detailMode: {
     type: Boolean,
     default: false
@@ -431,10 +465,11 @@ const emit = defineEmits([
   'update:overviewDashboard',
   'batchApprove',
   'openChat',
-  'newApplication',
-  'openDocument',
-  'navigate'
-])
+  'newApplication',
+  'openDocument',
+  'navigate',
+  'toggleWorkbenchMode'
+])
 const isChat = computed(() => props.activeView === 'chat')
 const isOverview = computed(() => props.activeView === 'overview')
 const isWorkbench = computed(() => props.activeView === 'workbench')
@@ -444,12 +479,16 @@ const isRequests = computed(() => props.activeView === 'requests')
 const isDigitalEmployees = computed(() => props.activeView === 'digitalEmployees')
 const isApproval = computed(() => props.activeView === 'approval')
 const isPolicies = computed(() => props.activeView === 'policies')
-const isEmployees = computed(() => props.activeView === 'employees')
+const isEmployees = computed(() => props.activeView === 'employees')
 const eyebrowLabel = computed(() => (
   String(props.currentView?.eyebrow || '').trim()
     || (isChat.value ? 'Smart Finance Q&A' : 'Smart Expense Operations')
 ))
 const displayCompanyName = computed(() => String(props.companyName || '远光软件股份有限公司').trim() || '远光软件股份有限公司')
+const isTopbarAiMode = computed(() => props.workbenchMode === 'ai')
+const topbarWorkbenchModeTitle = computed(() => (isTopbarAiMode.value ? 'AI 模式，点击切换传统模式' : '传统模式，点击切换 AI 模式'))
+const isWorkbenchAiHome = computed(() => isWorkbench.value && isTopbarAiMode.value)
+const showAiModeUtilityActions = computed(() => isTopbarAiMode.value && !isWorkbench.value)
 const MAX_NOTIFICATION_ITEMS = 30
 const {
   markDocumentInboxRowRead,
@@ -576,12 +615,16 @@ const readNotifications = computed(() => notificationItems.value.filter((item) =
 const activeNotifications = computed(() => (
   notificationTab.value === 'unread' ? unreadNotifications.value : readNotifications.value
 ))
-const topbarNotificationCount = computed(() => {
-  const count = unreadNotifications.value.length
-  return count > 0 ? Math.min(count, 99) : 0
-})
-
-function clearDocumentInboxInitialRefreshTimer() {
+const topbarNotificationCount = computed(() => {
+  const count = unreadNotifications.value.length
+  return count > 0 ? Math.min(count, 99) : 0
+})
+
+function toggleTopbarWorkbenchMode() {
+  emit('toggleWorkbenchMode')
+}
+
+function clearDocumentInboxInitialRefreshTimer() {
   if (documentInboxInitialRefreshTimer && typeof window !== 'undefined') {
     window.clearTimeout(documentInboxInitialRefreshTimer)
     documentInboxInitialRefreshTimer = null
diff --git a/web/src/components/travel/StageRiskAdviceCard.vue b/web/src/components/travel/StageRiskAdviceCard.vue
index 2f0fb48..7abad9b 100644
--- a/web/src/components/travel/StageRiskAdviceCard.vue
+++ b/web/src/components/travel/StageRiskAdviceCard.vue
@@ -18,32 +18,45 @@
           <p>{{ decisionDescription }}</p>
         </div>
         <div class="employee-risk-decision-action">
-          <span>建议结论</span>
-          <strong :class="decisionTone">{{ decisionAction }}</strong>
+          <span>是否建议通过</span>
+          <strong :class="decisionTone">{{ decisionBadgeLabel }}</strong>
+          <p>{{ decisionAction }}</p>
         </div>
       </section>
 
-      <section class="employee-risk-profile-section" aria-label="单据风险依据">
+      <dl class="employee-risk-review-summary" aria-label="审核建议摘要">
+        <div
+          v-for="item in reviewSummaryItems"
+          :key="item.key"
+          :class="['employee-risk-review-item', item.tone]"
+        >
+          <dt>{{ item.label }}</dt>
+          <dd>{{ item.value }}</dd>
+        </div>
+      </dl>
+
+      <section class="employee-risk-profile-section" aria-label="单据关键依据">
         <div class="employee-risk-section-head">
           <span>{{ stageBasisTitle }}</span>
           <small>{{ stageBasisHint }}</small>
         </div>
         <div v-if="compactEvidenceItems.length" class="employee-risk-profile-list">
-          <article
-            v-for="item in compactEvidenceItems"
+          <details
+            v-for="(item, index) in compactEvidenceItems"
             :key="item.code"
             :class="['employee-risk-evidence-row', item.tone]"
+            :open="index === 0"
           >
-            <div class="employee-risk-evidence-title">
+            <summary class="employee-risk-evidence-title">
               <span>{{ item.label }}</span>
               <strong>{{ item.status }}</strong>
-            </div>
+            </summary>
             <ul v-if="item.evidence.length">
               <li v-for="basis in item.evidence" :key="basis">{{ basis }}</li>
             </ul>
-          </article>
+          </details>
         </div>
-        <p v-else class="employee-risk-muted">当前未识别到需要重点展示的单据风险依据。</p>
+        <p v-else class="employee-risk-muted">当前未识别到需要重点展示的单据依据。</p>
       </section>
     </div>
   </article>
@@ -95,12 +108,12 @@ export default {
       }
       return 'normal'
     })
-    const stageTitle = computed(() => props.isApplicationDocument ? '申请审核建议' : '报销审核建议')
-    const stageBasisTitle = computed(() => props.isApplicationDocument ? '申请单风险依据' : '报销单风险依据')
+    const stageTitle = computed(() => props.isApplicationDocument ? '申请审核建议' : 'AI建议')
+    const stageBasisTitle = computed(() => props.isApplicationDocument ? '申请单关键依据' : '报销单关键依据')
     const stageBasisHint = computed(() => (
       props.isApplicationDocument
-        ? '仅展示申请单本身的金额、预算触发、事由和规则命中依据。'
-        : '仅展示报销单本身的票据、金额、行程和规则命中依据。'
+        ? '默认只展开最关键的申请依据，其他细节点开查看。'
+        : '默认只展开最关键的报销依据，其他细节点开查看。'
     ))
     const decisionTitle = computed(() => resolveDecision(decisionTone.value, props.isApplicationDocument).title)
     const decisionAction = computed(() => {
@@ -111,25 +124,26 @@ export default {
     })
     const decisionBadgeLabel = computed(() => {
       if (decisionTone.value === 'high') {
-        return '高风险'
+        return '不通过'
       }
       if (decisionTone.value === 'medium') {
-        return '需关注'
+        return '待补充'
       }
-      return '可审批'
+      return '可通过'
     })
     const decisionDescription = computed(() => {
       const riskCount = currentRiskCards.value.length
+      const subject = props.isApplicationDocument ? '申请' : '报销'
       if (riskCount) {
         if (!props.isApplicationDocument && riskExplanationItems.value.length) {
-          return `当前报销已识别 ${riskCount} 个需核对风险点，用户已补充异常说明，审批人应核对说明与票据佐证是否充分。`
+          return `当前${subject}识别到 ${riskCount} 个需核对风险点，已补充说明但仍建议先核对票据与行程。`
         }
-        return `${props.isApplicationDocument ? '当前申请' : '当前报销'}已识别 ${riskCount} 个需核对风险点，审批人应优先查看中高风险依据。`
+        return `当前${subject}识别到 ${riskCount} 个需核对风险点，请优先查看高风险依据。`
       }
       if (materialIssues.value.length || sceneIssues.value.length) {
-        return `${props.isApplicationDocument ? '当前申请' : '当前报销'}存在材料或业务说明不完整，建议补齐后再继续处理。`
+        return `当前${subject}存在材料或业务说明不完整，建议补齐后再处理。`
       }
-      return `${props.isApplicationDocument ? '当前申请' : '当前报销'}未发现中高风险阻断项，可结合当前环节权限按流程处理。`
+      return `当前${subject}未发现中高风险阻断项，可按流程继续处理。`
     })
     const stageEvidenceItems = computed(() => (
       props.isApplicationDocument ? buildApplicationEvidence() : buildReimbursementEvidence()
@@ -139,6 +153,38 @@ export default {
       const sourceItems = abnormalItems.length ? abnormalItems : stageEvidenceItems.value
       return sourceItems.map((item) => ({ ...item }))
     })
+    const stageRiskFactSummary = computed(() => buildStageRiskFactSummary({
+      isApplicationDocument: props.isApplicationDocument,
+      riskCount: currentRiskCards.value.length,
+      highCount: highRiskCards.value.length,
+      mediumCount: mediumRiskCards.value.length,
+      materialIssueCount: materialIssues.value.length,
+      sceneIssueCount: sceneIssues.value.length
+    }))
+    const stageReviewBasisSummary = computed(() => buildStageReviewBasisSummary(
+      compactEvidenceItems.value,
+      props.isApplicationDocument
+    ))
+    const reviewSummaryItems = computed(() => [
+      {
+        key: 'fact',
+        label: '风险概览',
+        tone: decisionTone.value,
+        value: stageRiskFactSummary.value
+      },
+      {
+        key: 'basis',
+        label: '重点依据',
+        tone: decisionTone.value,
+        value: stageReviewBasisSummary.value
+      },
+      {
+        key: 'action',
+        label: '审核建议',
+        tone: decisionTone.value,
+        value: decisionAction.value
+      }
+    ])
 
     function buildApplicationEvidence() {
       const budgetCards = currentRiskCards.value.filter((card) => /预算|余额|占用|超预算/.test(cardText(card)))
@@ -217,28 +263,68 @@ export default {
       decisionDescription,
       decisionAction,
       decisionTitle,
+      reviewSummaryItems,
       stageBasisHint,
       stageBasisTitle,
       stageEvidenceItems,
+      stageReviewBasisSummary,
+      stageRiskFactSummary,
       stageTitle
     }
   }
 }
 
+function buildStageRiskFactSummary({
+  isApplicationDocument,
+  riskCount = 0,
+  highCount = 0,
+  mediumCount = 0,
+  materialIssueCount = 0,
+  sceneIssueCount = 0
+} = {}) {
+  const subject = isApplicationDocument ? '申请单' : '报销单'
+  if (riskCount > 0) {
+    return `${subject}识别 ${riskCount} 个需核对风险点，高风险 ${highCount} 个，中风险 ${mediumCount} 个。`
+  }
+  const issueCount = materialIssueCount + sceneIssueCount
+  if (issueCount > 0) {
+    return `${subject}暂无中高风险命中，但仍有 ${issueCount} 个材料或业务说明项需要补齐。`
+  }
+  return `${subject}未识别到中高风险阻断项。`
+}
+
+function buildStageReviewBasisSummary(evidenceItems = [], isApplicationDocument = false) {
+  const abnormalLabels = evidenceItems
+    .filter((item) => isAbnormalEvidence(item))
+    .map((item) => String(item?.label || '').trim())
+    .filter(Boolean)
+  if (abnormalLabels.length) {
+    return `重点核对${abnormalLabels.join('、')}。`
+  }
+  return isApplicationDocument
+    ? '重点看申请金额、预算触发和事由是否一致。'
+    : '重点看票据、金额、行程和附件是否一致。'
+}
+
 function resolveDecision(tone, isApplicationDocument) {
-  const subject = isApplicationDocument ? '申请' : '报销'
   const map = {
     normal: {
-      title: `当前${subject}未发现中高风险阻断项`,
-      action: `可按权限继续审批${isApplicationDocument ? '，系统会按预算结果决定是否跳过预算复核。' : '，后续进入财务或付款流程。'}`
+      title: '建议通过',
+      action: isApplicationDocument
+        ? '可按权限继续审核，系统会按预算结果决定是否进入下一步。'
+        : '可按权限继续审批，后续进入财务或付款流程。'
     },
     medium: {
-      title: `当前${subject}存在中风险，建议核对后处理`,
-      action: isApplicationDocument ? '建议核对预算占用、申请事由和金额依据后再通过。' : '建议核对票据、金额和业务说明后再通过。'
+      title: '建议补充后通过',
+      action: isApplicationDocument
+        ? '建议补充预算占用、申请事由和金额依据后再通过。'
+        : '建议补充票据、金额或业务说明后再通过。'
     },
     high: {
-      title: `当前${subject}存在高风险，不建议直接通过`,
-      action: isApplicationDocument ? '建议退回补充申请依据，或要求预算管理者复核。' : '建议退回补充票据、行程说明或超标原因。'
+      title: '不建议通过',
+      action: isApplicationDocument
+        ? '建议退回补充申请依据，或要求预算管理者复核。'
+        : '建议退回补充票据、行程说明或超标原因。'
     }
   }
   return map[tone] || map.normal
diff --git a/web/src/components/travel/TravelReimbursementMessageItem.vue b/web/src/components/travel/TravelReimbursementMessageItem.vue
index 18c5738..cd1e140 100644
--- a/web/src/components/travel/TravelReimbursementMessageItem.vue
+++ b/web/src/components/travel/TravelReimbursementMessageItem.vue
@@ -278,6 +278,7 @@
       <div
         v-if="message.role === 'assistant' && !message.reviewPayload && !message.queryPayload && message.suggestedActions?.length"
         class="message-suggested-actions"
+        :class="{ 'compact-guidance-actions': message.assistantVariant === 'compact_guidance' }"
       >
         <button
           v-for="action in message.suggestedActions"
diff --git a/web/src/composables/useAppShell.js b/web/src/composables/useAppShell.js
index 594543e..8bc3401 100644
--- a/web/src/composables/useAppShell.js
+++ b/web/src/composables/useAppShell.js
@@ -9,7 +9,11 @@ import { fetchAllApprovalExpenseClaims, fetchExpenseClaimDetail } from '../servi
 import { fetchOntologyParse } from '../services/ontology.js'
 import { fetchLatestConversation } from '../services/orchestrator.js'
 import { clearAssistantSessionSnapshotForDraftClaim } from '../utils/assistantSessionSnapshot.js'
-import { ASSISTANT_SCOPE_SESSION_STEWARD } from '../utils/assistantSessionScope.js'
+import {
+  ASSISTANT_SCOPE_SESSION_STEWARD,
+  buildUnsupportedBusinessScopeConversation,
+  resolveAssistantScopeGuard
+} from '../utils/assistantSessionScope.js'
 import { buildDetailAlerts } from '../utils/detailAlerts.js'
 import { normalizeRequestForUi } from '../utils/requestViewModel.js'
 import {
@@ -293,10 +297,11 @@ export function useAppShell() {
       view === 'documents'
       && activeView.value === 'documents'
       && route.name === 'app-documents'
-    setView(view)
+    const navigation = setView(view)
     if (shouldRefreshCurrentDocumentCenter) {
       void reloadDocumentCenterRequests()
     }
+    return navigation
   }
 
   function openFinancialAssistantCreate(source) {
@@ -459,6 +464,36 @@ export function useAppShell() {
       smartEntryRevealToken.value += 1
       return
     }
+
+    const prompt = String(payload.prompt || '').trim()
+    const files = Array.isArray(payload.files) ? payload.files : []
+    const scopeGuard = prompt
+      ? resolveAssistantScopeGuard(prompt, String(payload.sessionType || '').trim(), {
+          attachmentCount: files.length
+        })
+      : null
+    if (scopeGuard?.blocked) {
+      smartEntryOpen.value = true
+      smartEntryContext.value = {
+        prompt: '',
+        source: payload.source ?? 'workbench',
+        request: payload.request ?? selectedRequest.value,
+        files,
+        conversation: buildUnsupportedBusinessScopeConversation(prompt, {
+          attachmentCount: files.length
+        }),
+        scope: null,
+        sessionType: ASSISTANT_SCOPE_SESSION_STEWARD,
+        budgetContext: payload.budgetContext && typeof payload.budgetContext === 'object'
+          ? payload.budgetContext
+          : null,
+        initialPromptAutoSubmit: false,
+        initialApplicationPreview: null
+      }
+      smartEntrySessionId.value += 1
+      return
+    }
+
     const [conversation, sessionType] = await Promise.all([
       resolveSmartEntryConversation(payload),
       resolveSmartEntrySessionType(payload)
diff --git a/web/src/composables/useNavigation.js b/web/src/composables/useNavigation.js
index 9629587..c80f479 100644
--- a/web/src/composables/useNavigation.js
+++ b/web/src/composables/useNavigation.js
@@ -147,7 +147,7 @@ export function useNavigation() {
       return resolveAppViewFromRoute(route)
     },
     set(view) {
-      setView(view)
+      void setView(view)
     }
   })
 
@@ -159,10 +159,10 @@ export function useNavigation() {
     const targetName = resolveTargetRouteName(view)
 
     if (route.name === targetName) {
-      return
+      return Promise.resolve()
     }
 
-    router.push({ name: targetName, params: {}, query: {}, hash: '' })
+    return router.push({ name: targetName, params: {}, query: {}, hash: '' })
   }
 
   return { activeView, currentView, setView, navItems }
diff --git a/web/src/utils/aiApplicationDraftModel.js b/web/src/utils/aiApplicationDraftModel.js
new file mode 100644
index 0000000..4650008
--- /dev/null
+++ b/web/src/utils/aiApplicationDraftModel.js
@@ -0,0 +1,79 @@
+// AI 模式下的申请单草稿模型。
+// 独立于旧的引导式报销/申请状态机，只在 AI 对话页内驱动逐项收集，
+// 不调用旧视图的申请模板/预览钩子，也不复用 buildLocalApplicationPreview。
+
+const DEFAULT_FIELD_STEPS = [
+  { key: 'reason', label: '出差事由', prompt: '先告诉我这次出差的事由，例如：去上海支持上海电力部署项目。' },
+  { key: 'time_range', label: '出差时间/天数', prompt: '出差时间和天数是什么？例如：2026-06-20 至 2026-06-22，出差 3 天。' },
+  { key: 'location', label: '出差地点', prompt: '出差地点是哪里？可以填城市或具体客户地点。' },
+  { key: 'amount', label: '预计金额', prompt: '预计金额是多少？如果还没有汇总，可以回复“待核算”。' }
+]
+
+const SUMMARY_STEP_KEY = 'summary'
+
+function normalizeAnswer(value) {
+  return String(value || '').trim()
+}
+
+export function getAiApplicationSteps() {
+  return DEFAULT_FIELD_STEPS
+}
+
+export function createAiApplicationDraft(expenseType, expenseTypeLabel) {
+  return {
+    expenseType: normalizeAnswer(expenseType),
+    expenseTypeLabel: normalizeAnswer(expenseTypeLabel),
+    values: {},
+    stepKey: DEFAULT_FIELD_STEPS[0].key
+  }
+}
+
+export function getAiApplicationCurrentStep(draft) {
+  const stepKey = normalizeAnswer(draft?.stepKey)
+  return DEFAULT_FIELD_STEPS.find((step) => step.key === stepKey) || DEFAULT_FIELD_STEPS[0]
+}
+
+export function buildAiApplicationStepPrompt(draft) {
+  const step = getAiApplicationCurrentStep(draft)
+  const label = normalizeAnswer(draft?.expenseTypeLabel) || '出差申请'
+  const stepIndex = Math.max(0, DEFAULT_FIELD_STEPS.findIndex((item) => item.key === step.key))
+  return [
+    `好的，那我们先把${label}申请在当前对话里理一下。`,
+    '',
+    `第 ${stepIndex + 1} 步 · ${step.label}`,
+    step.prompt
+  ].join('\n')
+}
+
+export function applyAiApplicationAnswer(draft, answer, files = []) {
+  const current = draft && typeof draft === 'object' ? draft : createAiApplicationDraft()
+  const step = getAiApplicationCurrentStep(current)
+  const nextValues = { ...(current.values || {}) }
+  nextValues[step.key] = normalizeAnswer(answer)
+
+  const currentIndex = DEFAULT_FIELD_STEPS.findIndex((item) => item.key === step.key)
+  const nextStep = DEFAULT_FIELD_STEPS[currentIndex + 1]
+  return {
+    ...current,
+    values: nextValues,
+    stepKey: nextStep ? nextStep.key : SUMMARY_STEP_KEY
+  }
+}
+
+export function isAiApplicationDraftComplete(draft) {
+  return Boolean(draft) && normalizeAnswer(draft?.stepKey) === SUMMARY_STEP_KEY
+}
+
+export function buildAiApplicationSummary(draft) {
+  const label = normalizeAnswer(draft?.expenseTypeLabel) || '出差申请'
+  const values = draft?.values || {}
+  const lines = [`已完成「${label}」的要点收集，请核对：`, '']
+
+  DEFAULT_FIELD_STEPS.forEach((step) => {
+    const value = normalizeAnswer(values[step.key])
+    lines.push(`- ${step.label}：${value || '待补充'}`)
+  })
+
+  lines.push('', '如果哪一项需要修改，直接告诉我；确认无误后我会帮你整理成申请草稿内容，再提交到申请助手生成单据。')
+  return lines.join('\n')
+}
\ No newline at end of file
diff --git a/web/src/utils/aiExpenseDraftModel.js b/web/src/utils/aiExpenseDraftModel.js
new file mode 100644
index 0000000..76e4fc9
--- /dev/null
+++ b/web/src/utils/aiExpenseDraftModel.js
@@ -0,0 +1,113 @@
+// AI 模式下的报销草稿模型。
+// 独立于旧的引导式报销状态机，只在 AI 对话页内驱动逐项收集，
+// 不调用 steward、不复用 guidedFlow 的编排流程。
+
+const DEFAULT_FIELD_STEPS = [
+  { key: 'reason', label: '事由', prompt: '先告诉我这笔报销的事由，例如：项目现场支持、客户接待。' },
+  { key: 'time_range', label: '发生时间', prompt: '费用是什么时候发生的？例如：2026-06-15。' },
+  { key: 'location', label: '地点/对象', prompt: '费用发生的地点或对象是哪里？' },
+  { key: 'amount', label: '金额', prompt: '本次报销金额是多少？' },
+  { key: 'attachments', label: '票据', prompt: '票据可以现在上传，或回复“稍后上传”。' }
+]
+
+const SUMMARY_STEP_KEY = 'summary'
+
+function normalizeAnswer(value) {
+  return String(value || '').trim()
+}
+
+function normalizeFileNames(files) {
+  return Array.from(files || [])
+    .map((file) => String(file?.name || '').trim())
+    .filter(Boolean)
+}
+
+export function getAiExpenseSteps() {
+  return DEFAULT_FIELD_STEPS
+}
+
+export function createAiExpenseDraft(expenseType, expenseTypeLabel) {
+  return {
+    expenseType: normalizeAnswer(expenseType),
+    expenseTypeLabel: normalizeAnswer(expenseTypeLabel),
+    applicationClaim: null,
+    values: {},
+    stepKey: DEFAULT_FIELD_STEPS[0].key
+  }
+}
+
+export function getAiExpenseCurrentStep(draft) {
+  const stepKey = normalizeAnswer(draft?.stepKey)
+  return DEFAULT_FIELD_STEPS.find((step) => step.key === stepKey) || DEFAULT_FIELD_STEPS[0]
+}
+
+export function buildAiExpenseStepPrompt(draft) {
+  const step = getAiExpenseCurrentStep(draft)
+  const label = normalizeAnswer(draft?.expenseTypeLabel) || '报销'
+  const stepIndex = Math.max(0, DEFAULT_FIELD_STEPS.findIndex((item) => item.key === step.key))
+  return [
+    `已选择「${label}」，我们逐项把信息理一下。`,
+    '',
+    `第 ${stepIndex + 1} 步 · ${step.label}`,
+    step.prompt
+  ].join('\n')
+}
+
+export function applyAiExpenseAnswer(draft, answer, files = []) {
+  const current = draft && typeof draft === 'object' ? draft : createAiExpenseDraft()
+  const step = getAiExpenseCurrentStep(current)
+  const nextValues = { ...(current.values || {}) }
+  const fileNames = normalizeFileNames(files)
+
+  if (step.key === 'attachments') {
+    if (fileNames.length) {
+      nextValues.attachment_names = Array.from(
+        new Set([...(nextValues.attachment_names || []), ...fileNames])
+      )
+    }
+    nextValues.attachments = normalizeAnswer(answer)
+      || (nextValues.attachment_names?.length ? `已选择 ${nextValues.attachment_names.length} 份附件` : '稍后上传')
+  } else {
+    nextValues[step.key] = normalizeAnswer(answer)
+  }
+
+  const currentIndex = DEFAULT_FIELD_STEPS.findIndex((item) => item.key === step.key)
+  const nextStep = DEFAULT_FIELD_STEPS[currentIndex + 1]
+  return {
+    ...current,
+    values: nextValues,
+    stepKey: nextStep ? nextStep.key : SUMMARY_STEP_KEY
+  }
+}
+
+export function isAiExpenseDraftComplete(draft) {
+  return Boolean(draft) && normalizeAnswer(draft?.stepKey) === SUMMARY_STEP_KEY
+}
+
+export function buildAiExpenseSummary(draft) {
+  const label = normalizeAnswer(draft?.expenseTypeLabel) || '报销'
+  const values = draft?.values || {}
+  const application = draft?.applicationClaim || null
+  const lines = [`已完成「${label}」的信息收集，请核对：`, '']
+
+  if (application && normalizeAnswer(application.application_claim_no)) {
+    const parts = [
+      application.application_claim_no,
+      application.application_reason,
+      application.application_business_time,
+      application.application_location
+    ].map(normalizeAnswer).filter(Boolean)
+    lines.push(`- 关联申请单：${parts.join(' / ')}`)
+  }
+
+  DEFAULT_FIELD_STEPS.forEach((step) => {
+    const value = step.key === 'attachments'
+      ? (values.attachment_names?.length
+        ? values.attachment_names.join('、')
+        : normalizeAnswer(values.attachments) || '稍后上传')
+      : normalizeAnswer(values[step.key])
+    lines.push(`- ${step.label}：${value || '待补充'}`)
+  })
+
+  return lines.join('\n')
+}
diff --git a/web/src/utils/aiSidebarBusinessAccess.js b/web/src/utils/aiSidebarBusinessAccess.js
new file mode 100644
index 0000000..8de3915
--- /dev/null
+++ b/web/src/utils/aiSidebarBusinessAccess.js
@@ -0,0 +1,81 @@
+export const AI_SIDEBAR_BASE_BUSINESS_VIEW_IDS = ['documents', 'receiptFolder', 'policies']
+
+const ROLE_VIEW_ADDITIONS = {
+  budget: ['budget'],
+  finance: ['overview', 'audit', 'digitalEmployees'],
+  manager: ['overview', 'employees'],
+  executive: ['budget', 'overview'],
+  admin: ['budget', 'overview', 'audit', 'digitalEmployees', 'employees']
+}
+
+function normalizeRoleCode(value) {
+  const normalized = String(value || '').trim().toLowerCase()
+  return normalized === 'auditor' ? 'budget_monitor' : normalized
+}
+
+function normalizedRoleCodes(user = {}) {
+  return Array.isArray(user.roleCodes)
+    ? user.roleCodes.map((item) => normalizeRoleCode(item)).filter(Boolean)
+    : []
+}
+
+function normalizeProfileText(user = {}) {
+  return [
+    user.role,
+    user.position,
+    user.department,
+    user.departmentName,
+    user.department_name,
+    user.grade
+  ]
+    .map((item) => String(item || '').trim().toLowerCase())
+    .filter(Boolean)
+    .join(' ')
+}
+
+function isPlatformAdminProfile(user = {}, roleCodes = []) {
+  const username = String(user.username || user.account || '').trim().toLowerCase()
+  const role = String(user.role || '').trim().toLowerCase()
+
+  return (
+    Boolean(user.isAdmin)
+    || username === 'admin'
+    || role === 'admin'
+    || role === '管理员'
+    || role === '系统管理员'
+    || roleCodes.includes('admin')
+  )
+}
+
+function addViewIds(target, ids = []) {
+  ids.forEach((id) => target.add(id))
+}
+
+export function resolveAiSidebarBusinessViewIds(user = {}) {
+  const roleCodes = normalizedRoleCodes(user)
+  const roleCodeSet = new Set(roleCodes)
+  const profileText = normalizeProfileText(user)
+  const viewIds = new Set(AI_SIDEBAR_BASE_BUSINESS_VIEW_IDS)
+
+  if (isPlatformAdminProfile(user, roleCodes)) {
+    addViewIds(viewIds, ROLE_VIEW_ADDITIONS.admin)
+  }
+
+  if (roleCodeSet.has('budget_monitor') || profileText.includes('预算')) {
+    addViewIds(viewIds, ROLE_VIEW_ADDITIONS.budget)
+  }
+
+  if (roleCodeSet.has('finance') || profileText.includes('财务')) {
+    addViewIds(viewIds, ROLE_VIEW_ADDITIONS.finance)
+  }
+
+  if (roleCodeSet.has('manager') || profileText.includes('经理') || profileText.includes('主管')) {
+    addViewIds(viewIds, ROLE_VIEW_ADDITIONS.manager)
+  }
+
+  if (roleCodeSet.has('executive') || profileText.includes('高管') || profileText.includes('总监')) {
+    addViewIds(viewIds, ROLE_VIEW_ADDITIONS.executive)
+  }
+
+  return Array.from(viewIds)
+}
diff --git a/web/src/utils/aiWorkbenchConversationStore.js b/web/src/utils/aiWorkbenchConversationStore.js
new file mode 100644
index 0000000..753559b
--- /dev/null
+++ b/web/src/utils/aiWorkbenchConversationStore.js
@@ -0,0 +1,155 @@
+const STORAGE_KEY_PREFIX = 'x-financial:workbench-ai-conversations'
+const MAX_CONVERSATION_HISTORY = 30
+const MAX_STORED_MESSAGES = 80
+
+function safeString(value) {
+  return String(value || '').trim()
+}
+
+function resolveUserStorageKey(user = {}) {
+  const identity = safeString(user.username || user.email || user.name || 'anonymous')
+  return `${STORAGE_KEY_PREFIX}:${identity || 'anonymous'}`
+}
+
+function canUseStorage() {
+  return typeof window !== 'undefined' && Boolean(window.localStorage)
+}
+
+function readStoredList(user = {}) {
+  if (!canUseStorage()) {
+    return []
+  }
+
+  try {
+    const payload = JSON.parse(window.localStorage.getItem(resolveUserStorageKey(user)) || '[]')
+    return Array.isArray(payload) ? payload : []
+  } catch {
+    return []
+  }
+}
+
+function writeStoredList(user = {}, conversations = []) {
+  if (!canUseStorage()) {
+    return
+  }
+
+  const normalized = conversations
+    .map((item) => normalizeConversation(item))
+    .filter((item) => item.id)
+    .sort((left, right) => Number(right.updatedAt || 0) - Number(left.updatedAt || 0))
+    .slice(0, MAX_CONVERSATION_HISTORY)
+
+  window.localStorage.setItem(resolveUserStorageKey(user), JSON.stringify(normalized))
+}
+
+function normalizeMessage(message = {}) {
+  return {
+    id: safeString(message.id) || `${Date.now()}-${Math.random().toString(16).slice(2)}`,
+    role: safeString(message.role) || 'assistant',
+    content: safeString(message.content),
+    pending: false,
+    feedback: safeString(message.feedback),
+    stewardPlan: message.stewardPlan && typeof message.stewardPlan === 'object'
+      ? {
+          ...message.stewardPlan,
+          streamStatus: safeString(message.stewardPlan.streamStatus) || 'completed'
+        }
+      : null,
+    suggestedActions: Array.isArray(message.suggestedActions) ? message.suggestedActions : []
+  }
+}
+
+function normalizeConversation(conversation = {}) {
+  const updatedAt = Number(conversation.updatedAt || conversation.updated_at || Date.now())
+  const messages = Array.isArray(conversation.messages)
+    ? conversation.messages.slice(-MAX_STORED_MESSAGES).map((message) => normalizeMessage(message))
+    : []
+  const title = safeString(conversation.title) || buildConversationTitle(messages)
+  const desc = safeString(conversation.desc || conversation.description) || buildConversationDescription(messages)
+  return {
+    id: safeString(conversation.id || conversation.conversationId),
+    title,
+    desc,
+    time: formatConversationTime(updatedAt),
+    prompt: safeString(conversation.prompt) || resolveFirstUserPrompt(messages),
+    source: safeString(conversation.source) || 'workbench',
+    sessionType: safeString(conversation.sessionType) || 'steward',
+    conversationId: safeString(conversation.conversationId || conversation.id),
+    stewardState: conversation.stewardState && typeof conversation.stewardState === 'object'
+      ? conversation.stewardState
+      : null,
+    messages,
+    updatedAt
+  }
+}
+
+function resolveStoredConversationId(conversation = {}) {
+  return safeString(conversation.id || conversation.conversationId)
+}
+
+function buildConversationTitle(messages = []) {
+  const firstUserMessage = messages.find((message) => message.role === 'user' && message.content)
+  return safeString(firstUserMessage?.content).slice(0, 18) || '新对话'
+}
+
+function buildConversationDescription(messages = []) {
+  const lastMessage = [...messages].reverse().find((message) => safeString(message.content))
+  return safeString(lastMessage?.content).replace(/\s+/g, ' ').slice(0, 32) || '小财管家对话'
+}
+
+function resolveFirstUserPrompt(messages = []) {
+  const firstUserMessage = messages.find((message) => message.role === 'user' && message.content)
+  return safeString(firstUserMessage?.content)
+}
+
+function formatConversationTime(timestamp) {
+  const date = new Date(Number(timestamp || Date.now()))
+  if (Number.isNaN(date.getTime())) {
+    return ''
+  }
+
+  const now = new Date()
+  const startOfToday = new Date(now.getFullYear(), now.getMonth(), now.getDate()).getTime()
+  const startOfYesterday = startOfToday - 24 * 60 * 60 * 1000
+  const timeText = `${String(date.getHours()).padStart(2, '0')}:${String(date.getMinutes()).padStart(2, '0')}`
+  const value = date.getTime()
+
+  if (value >= startOfToday) {
+    return `今天 ${timeText}`
+  }
+  if (value >= startOfYesterday) {
+    return '昨天'
+  }
+  return `${String(date.getMonth() + 1).padStart(2, '0')}-${String(date.getDate()).padStart(2, '0')}`
+}
+
+export function loadAiWorkbenchConversationHistory(user = {}) {
+  return readStoredList(user)
+    .map((item) => normalizeConversation(item))
+    .filter((item) => item.id)
+    .sort((left, right) => Number(right.updatedAt || 0) - Number(left.updatedAt || 0))
+}
+
+export function saveAiWorkbenchConversation(user = {}, conversation = {}) {
+  const normalized = normalizeConversation({
+    ...conversation,
+    updatedAt: conversation.updatedAt || Date.now()
+  })
+  if (!normalized.id || !normalized.messages.length) {
+    return loadAiWorkbenchConversationHistory(user)
+  }
+
+  const nextList = [
+    normalized,
+    ...readStoredList(user).filter((item) => resolveStoredConversationId(item) !== normalized.id)
+  ]
+  writeStoredList(user, nextList)
+  return loadAiWorkbenchConversationHistory(user)
+}
+
+export function deleteAiWorkbenchConversation(user = {}, conversationId = '') {
+  const normalizedId = safeString(conversationId)
+  const nextList = readStoredList(user).filter((item) => resolveStoredConversationId(item) !== normalizedId)
+  writeStoredList(user, nextList)
+  return loadAiWorkbenchConversationHistory(user)
+}
diff --git a/web/src/utils/expenseAssistantActions.js b/web/src/utils/expenseAssistantActions.js
index 54b245b..3a61277 100644
--- a/web/src/utils/expenseAssistantActions.js
+++ b/web/src/utils/expenseAssistantActions.js
@@ -1,14 +1,14 @@
 const EXPENSE_SCENE_SELECTION_OPTIONS = [
-  { key: 'travel', label: '差旅费', description: '出差行程、住宿、跨城交通等费用', icon: 'mdi mdi-bag-suitcase-outline' },
-  { key: 'transport', label: '交通费', description: '市内交通、打车、停车、通行等费用', icon: 'mdi mdi-car-outline' },
-  { key: 'hotel', label: '住宿费', description: '单独住宿或酒店发票报销', icon: 'mdi mdi-bed-outline' },
-  { key: 'meal', label: '业务招待费', description: '客户接待、工作餐、加班餐、餐饮票据等费用', icon: 'mdi mdi-food-fork-drink' },
-  { key: 'meeting', label: '会务费', description: '会议、论坛、会场、参会等费用', icon: 'mdi mdi-account-tie-voice-outline' },
-  { key: 'office', label: '办公用品费', description: '办公用品、低值易耗品等费用', icon: 'mdi mdi-briefcase-outline' },
-  { key: 'training', label: '培训费', description: '培训课程、讲师费、教材认证等费用', icon: 'mdi mdi-school-outline' },
-  { key: 'communication', label: '通讯费', description: '话费、流量、宽带、网络等费用', icon: 'mdi mdi-cellphone-message' },
-  { key: 'welfare', label: '福利费', description: '团建、体检、慰问、节日福利等费用', icon: 'mdi mdi-gift-outline' },
-  { key: 'other', label: '其他费用', description: '暂不属于以上类型的费用', icon: 'mdi mdi-dots-horizontal-circle-outline' }
+  { key: 'travel', label: '差旅费', description: '出差行程、住宿、跨城交通等费用', icon: 'mdi mdi-bag-suitcase-outline', requires_application_before_reimbursement: true, next_session_type: 'application' },
+  { key: 'transport', label: '交通费', description: '市内交通、打车、停车、通行等费用', icon: 'mdi mdi-car-outline', requires_application_before_reimbursement: false, next_session_type: 'expense' },
+  { key: 'hotel', label: '住宿费', description: '单独住宿或酒店发票报销', icon: 'mdi mdi-bed-outline', requires_application_before_reimbursement: false, next_session_type: 'expense' },
+  { key: 'meal', label: '业务招待费', description: '客户接待、工作餐、加班餐、餐饮票据等费用', icon: 'mdi mdi-food-fork-drink', requires_application_before_reimbursement: true, next_session_type: 'application' },
+  { key: 'meeting', label: '会务费', description: '会议、论坛、会场、参会等费用', icon: 'mdi mdi-account-tie-voice-outline', requires_application_before_reimbursement: false, next_session_type: 'expense' },
+  { key: 'office', label: '办公用品费', description: '办公用品、低值易耗品等费用', icon: 'mdi mdi-briefcase-outline', requires_application_before_reimbursement: false, next_session_type: 'expense' },
+  { key: 'training', label: '培训费', description: '培训课程、讲师费、教材认证等费用', icon: 'mdi mdi-school-outline', requires_application_before_reimbursement: false, next_session_type: 'expense' },
+  { key: 'communication', label: '通讯费', description: '话费、流量、宽带、网络等费用', icon: 'mdi mdi-cellphone-message', requires_application_before_reimbursement: false, next_session_type: 'expense' },
+  { key: 'welfare', label: '福利费', description: '团建、体检、慰问、节日福利等费用', icon: 'mdi mdi-gift-outline', requires_application_before_reimbursement: false, next_session_type: 'expense' },
+  { key: 'other', label: '其他费用', description: '暂不属于以上类型的费用', icon: 'mdi mdi-dots-horizontal-circle-outline', requires_application_before_reimbursement: false, next_session_type: 'expense' }
 ]
 
 const EXPENSE_INTENT_CONFIRMATION_ACTION = {
@@ -28,7 +28,9 @@ export function buildExpenseSceneSelectionActions(rawText) {
     payload: {
       expense_type: option.key,
       expense_type_label: option.label,
-      original_message: originalMessage
+      original_message: originalMessage,
+      requires_application_before_reimbursement: option.requires_application_before_reimbursement,
+      next_session_type: option.next_session_type
     }
   }))
 }
diff --git a/web/src/utils/workbenchSummary.js b/web/src/utils/workbenchSummary.js
index 17785d8..68610e8 100644
--- a/web/src/utils/workbenchSummary.js
+++ b/web/src/utils/workbenchSummary.js
@@ -89,6 +89,22 @@ function padDatePart(value) {
   return String(value).padStart(2, '0')
 }
 
+function formatMonthKey(date) {
+  return `${date.getFullYear()}-${padDatePart(date.getMonth() + 1)}`
+}
+
+function formatMonthLabel(date) {
+  return `${date.getMonth() + 1}月`
+}
+
+function shiftMonth(date, offset) {
+  return new Date(date.getFullYear(), date.getMonth() + offset, 1)
+}
+
+function resolveMonthStart(date) {
+  return new Date(date.getFullYear(), date.getMonth(), 1)
+}
+
 function formatDateTimeLabel(value) {
   if (value instanceof Date) {
     return [
@@ -558,6 +574,55 @@ function buildExpenseOperationRows(todoItems, notifications, progressItems) {
     .slice(0, 8)
 }
 
+function buildMonthlyAmountMap(ownedRequests) {
+  const rows = new Map()
+
+  for (const request of ownedRequests) {
+    const date = toDate(resolveClaimDate(request))
+    if (!date) {
+      continue
+    }
+
+    const key = formatMonthKey(date)
+    rows.set(key, (rows.get(key) || 0) + parseNumber(request?.amount))
+  }
+
+  return rows
+}
+
+function resolveTrendAnchorDate(ownedRequests) {
+  const dates = ownedRequests
+    .map((request) => toDate(resolveClaimDate(request)))
+    .filter(Boolean)
+    .sort((left, right) => right.getTime() - left.getTime())
+
+  return resolveMonthStart(dates[0] || new Date())
+}
+
+function buildReimbursementTrendRows(ownedRequests) {
+  const monthlyAmountMap = buildMonthlyAmountMap(ownedRequests)
+  const anchor = resolveTrendAnchorDate(ownedRequests)
+
+  return Array.from({ length: 6 }, (_, index) => {
+    const month = shiftMonth(anchor, index - 5)
+    const previousMonth = shiftMonth(month, -12)
+    const key = formatMonthKey(month)
+    const previousKey = formatMonthKey(previousMonth)
+    const amount = monthlyAmountMap.get(key) || 0
+    const previousAmount = monthlyAmountMap.get(previousKey) || 0
+
+    return {
+      key,
+      label: formatMonthLabel(month),
+      amount,
+      amountLabel: formatCurrency(amount),
+      previousKey,
+      previousAmount,
+      previousAmountLabel: formatCurrency(previousAmount)
+    }
+  })
+}
+
 export function buildWorkbenchSummary(requests, currentUser) {
   const allRequests = Array.isArray(requests)
     ? requests
@@ -602,6 +667,7 @@ export function buildWorkbenchSummary(requests, currentUser) {
     highRiskCount,
     todoItems,
     progressItems,
+    reimbursementTrendRows: buildReimbursementTrendRows(ownedRequests),
     notifications,
     expenseStatsDetail,
     unreadNotificationCount: notifications.filter((item) => item.unread).length
diff --git a/web/src/views/AppShellRouteView.vue b/web/src/views/AppShellRouteView.vue
index 3a5f3cb..9d111cc 100644
--- a/web/src/views/AppShellRouteView.vue
+++ b/web/src/views/AppShellRouteView.vue
@@ -3,6 +3,7 @@
     class="app"
     :class="{
       'sidebar-collapsed': sidebarCollapsed,
+      'workbench-ai-sidebar-active': isAiShellMode,
       'mobile-sidebar-open': mobileSidebarOpen,
       'login-entry-active': loginEntryAnimating
     }"
@@ -29,18 +30,39 @@
       </div>
     </Transition>
     <div class="app-sidebar">
-      <SidebarRail
-        :nav-items="filteredNavItems"
-        :active-view="activeView"
-        :company-name="PRODUCT_DISPLAY_NAME"
-        :company-logo="companyProfile.logo"
-        :current-user="currentUser"
-        :collapsed="sidebarCollapsed"
-        @open-chat="openSmartEntry"
-        @logout="handleLogout"
-        @toggle-collapse="toggleSidebarCollapsed"
-        @navigate="handleNavigateWithMobileClose"
-      />
+      <Transition name="sidebar-mode-fade" mode="out-in">
+        <AiSidebarRail
+          v-if="isAiShellMode"
+          key="ai-sidebar"
+          :nav-items="filteredNavItems"
+          :active-view="activeView"
+          :active-conversation-id="aiActiveConversationId"
+          :conversation-history="aiConversationHistory"
+          :current-user="currentUser"
+          :brand-name="PRODUCT_DISPLAY_NAME"
+          :brand-logo="companyProfile.logo"
+          :collapsed="sidebarCollapsed"
+          @navigate="handleNavigateWithMobileClose"
+          @new-chat="openAiSidebarNewChat"
+          @open-recent="openAiSidebarRecent"
+          @rename-conversation="handleAiConversationRename"
+          @logout="handleLogout"
+        />
+        <SidebarRail
+          v-else
+          key="standard-sidebar"
+          :nav-items="filteredNavItems"
+          :active-view="activeView"
+          :company-name="PRODUCT_DISPLAY_NAME"
+          :company-logo="companyProfile.logo"
+          :current-user="currentUser"
+          :collapsed="sidebarCollapsed"
+          @open-chat="openSmartEntry"
+          @logout="handleLogout"
+          @toggle-collapse="toggleSidebarCollapsed"
+          @navigate="handleNavigateWithMobileClose"
+        />
+      </Transition>
     </div>
 
     <main
@@ -72,6 +94,7 @@
         :request-summary="requestSummary"
         :document-summary="documentSummary"
         :workbench-summary="workbenchSummary"
+        :workbench-mode="workbenchMode"
         :digital-employee-summary="digitalEmployeeSummary"
         :company-name="ENTERPRISE_DISPLAY_NAME"
         :detail-mode="resolvedDetailMode"
@@ -87,6 +110,7 @@
         @new-application="openExpenseApplicationCreate"
         @open-document="openWorkbenchDocument"
         @navigate="handleNavigate"
+        @toggle-workbench-mode="toggleWorkbenchMode"
       />
 
       <FilterBar
@@ -104,6 +128,7 @@
           'documents-workarea': activeView === 'documents',
           'receipt-folder-workarea': activeView === 'receiptFolder',
           'workbench-workarea': activeView === 'workbench',
+          'workbench-workarea-ai-mode': isWorkbenchAiMode,
           'budget-workarea': activeView === 'budget',
           'policies-workarea': activeView === 'policies',
           'audit-workarea': activeView === 'audit',
@@ -126,6 +151,10 @@
           v-else-if="activeView === 'workbench'"
           :assistant-modal-open="smartEntryOpen"
           :workbench-summary="workbenchSummary"
+          :workbench-mode="workbenchMode"
+          :ai-sidebar-command="aiSidebarCommand"
+          @ai-conversation-change="handleAiConversationChange"
+          @ai-conversation-history-change="handleAiConversationHistoryChange"
           @open-assistant="openSmartEntry"
           @open-document="openWorkbenchDocument"
         />
@@ -207,8 +236,9 @@
 </template>
 
 <script setup>
-import { computed, onBeforeUnmount, onMounted, ref, watch } from 'vue'
+import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'
 
+import AiSidebarRail from '../components/layout/AiSidebarRail.vue'
 import SidebarRail from '../components/layout/SidebarRail.vue'
 import TopBar from '../components/layout/TopBar.vue'
 import FilterBar from '../components/layout/FilterBar.vue'
@@ -229,6 +259,7 @@ import TravelRequestDetailView from './TravelRequestDetailView.vue'
 import { useAppShell } from '../composables/useAppShell.js'
 import { useSystemState } from '../composables/useSystemState.js'
 import { filterNavItemsByAccess } from '../utils/accessControl.js'
+import { loadAiWorkbenchConversationHistory, saveAiWorkbenchConversation } from '../utils/aiWorkbenchConversationStore.js'
 import { consumeLoginEntryTransition } from '../utils/loginEntryTransition.js'
 
 const employeeSummary = ref(null)
@@ -241,9 +272,15 @@ const digitalEmployeeDetailOpen = ref(false)
 const receiptFolderDetailOpen = ref(false)
 const budgetDetailOpen = ref(false)
 const loginEntryAnimating = ref(false)
-const sidebarCollapsed = ref(true)
+const sidebarCollapsed = ref(false)
+const sidebarCollapsedBeforeAiMode = ref(false)
 const mobileSidebarOpen = ref(false)
 const overviewDashboard = ref('finance')
+const workbenchMode = ref('traditional')
+const aiSidebarCommandSeq = ref(0)
+const aiSidebarCommand = ref({ seq: 0, type: '', payload: null })
+const aiActiveConversationId = ref('')
+const aiConversationHistory = ref([])
 let loginEntryTimer = null
 
 function stopLoginEntryAnimation() {
@@ -269,10 +306,23 @@ function toggleSidebarCollapsed() {
 }
 
 function handleNavigateWithMobileClose(viewId) {
-  handleNavigate(viewId)
+  void handleNavigate(viewId)
   mobileSidebarOpen.value = false
 }
 
+function toggleWorkbenchMode() {
+  const nextMode = workbenchMode.value === 'ai' ? 'traditional' : 'ai'
+  if (nextMode === 'ai') {
+    sidebarCollapsedBeforeAiMode.value = sidebarCollapsed.value
+    workbenchMode.value = nextMode
+    sidebarCollapsed.value = false
+    return
+  }
+
+  workbenchMode.value = nextMode
+  sidebarCollapsed.value = sidebarCollapsedBeforeAiMode.value
+}
+
 const {
   activeRange,
   activeView,
@@ -319,6 +369,8 @@ const { companyProfile, currentUser, logout } = useSystemState()
 const PRODUCT_DISPLAY_NAME = '易财费控'
 const ENTERPRISE_DISPLAY_NAME = '远光软件股份有限公司'
 const filteredNavItems = computed(() => filterNavItemsByAccess(navItems, currentUser.value))
+const isAiShellMode = computed(() => workbenchMode.value === 'ai')
+const isWorkbenchAiMode = computed(() => activeView.value === 'workbench' && workbenchMode.value === 'ai')
 const DETAIL_TOPBAR_FALLBACKS = {
   audit: {
     title: '规则中心详情',
@@ -382,10 +434,82 @@ function openWorkbenchDocument(payload = {}) {
   openRequestDetail(request || payload, { returnTo })
 }
 
+function dispatchAiSidebarCommand(type, payload = null) {
+  aiSidebarCommandSeq.value += 1
+  aiSidebarCommand.value = {
+    seq: aiSidebarCommandSeq.value,
+    type,
+    payload
+  }
+}
+
+async function openAiConversationWorkspace(type, payload = null) {
+  if (activeView.value !== 'workbench') {
+    const navigation = handleNavigate('workbench')
+    if (navigation && typeof navigation.then === 'function') {
+      await navigation
+    }
+    await nextTick()
+  }
+
+  dispatchAiSidebarCommand(type, payload)
+}
+
+function openAiSidebarNewChat() {
+  aiActiveConversationId.value = ''
+  void openAiConversationWorkspace('new-chat')
+}
+
+function openAiSidebarRecent(item = {}) {
+  aiActiveConversationId.value = String(item.id || '').trim()
+  void openAiConversationWorkspace('open-recent', item)
+}
+
+function handleAiConversationChange(payload = {}) {
+  aiActiveConversationId.value = String(payload.id || '').trim()
+}
+
+function handleAiConversationHistoryChange(payload = []) {
+  aiConversationHistory.value = Array.isArray(payload) ? payload : []
+}
+
+function handleAiConversationRename(payload = {}) {
+  const conversationId = String(payload.id || '').trim()
+  const title = String(payload.title || '').trim()
+  if (!conversationId || !title) {
+    return
+  }
+
+  const target = aiConversationHistory.value.find((item) => String(item.id || '').trim() === conversationId)
+  if (!target) {
+    return
+  }
+
+  aiConversationHistory.value = saveAiWorkbenchConversation(currentUser.value || {}, {
+    ...target,
+    title
+  })
+
+  if (aiActiveConversationId.value === conversationId) {
+    dispatchAiSidebarCommand('open-recent', {
+      ...target,
+      title
+    })
+  }
+}
+
 function handleLogout() {
   logout('manual')
 }
 
+watch(
+  () => currentUser.value,
+  (user) => {
+    aiConversationHistory.value = loadAiWorkbenchConversationHistory(user || {})
+  },
+  { immediate: true }
+)
+
 onMounted(() => {
   playLoginEntryAnimation()
 })
@@ -393,10 +517,4 @@ onMounted(() => {
 onBeforeUnmount(() => {
   stopLoginEntryAnimation()
 })
-
-watch(activeView, (newView) => {
-  if (newView === 'workbench') {
-    sidebarCollapsed.value = true
-  }
-}, { immediate: true })
 </script>
diff --git a/web/src/views/PersonalWorkbenchView.vue b/web/src/views/PersonalWorkbenchView.vue
index 6b7364a..90b154d 100644
--- a/web/src/views/PersonalWorkbenchView.vue
+++ b/web/src/views/PersonalWorkbenchView.vue
@@ -1,20 +1,36 @@
 <template>
-  <PersonalWorkbench
-    :show-header="false"
-    :assistant-modal-open="assistantModalOpen"
-    :workbench-summary="workbenchSummary"
-    @open-assistant="emit('open-assistant', $event)"
-    @open-document="emit('open-document', $event)"
-  />
+  <Transition name="workbench-mode-fade" mode="out-in" appear>
+    <PersonalWorkbenchAiMode
+      v-if="workbenchMode === 'ai'"
+      key="ai"
+      :sidebar-command="aiSidebarCommand"
+      @conversation-change="emit('ai-conversation-change', $event)"
+      @conversation-history-change="emit('ai-conversation-history-change', $event)"
+    />
+    <PersonalWorkbench
+      v-else
+      key="traditional"
+      :show-header="false"
+      :assistant-modal-open="assistantModalOpen"
+      :workbench-summary="workbenchSummary"
+      @open-assistant="emit('open-assistant', $event)"
+      @open-document="emit('open-document', $event)"
+    />
+  </Transition>
 </template>
 
 <script setup>
+import PersonalWorkbenchAiMode from '../components/business/PersonalWorkbenchAiMode.vue'
 import PersonalWorkbench from '../components/business/PersonalWorkbench.vue'
 
 defineProps({
   assistantModalOpen: { type: Boolean, default: false },
-  workbenchSummary: { type: Object, default: () => ({}) }
+  workbenchSummary: { type: Object, default: () => ({}) },
+  workbenchMode: { type: String, default: 'traditional' },
+  aiSidebarCommand: { type: Object, default: () => ({ seq: 0, type: '', payload: null }) }
 })
 
-const emit = defineEmits(['open-assistant', 'open-document'])
+const emit = defineEmits(['open-assistant', 'open-document', 'ai-conversation-change', 'ai-conversation-history-change'])
 </script>
+
+<style scoped src="../assets/styles/views/personal-workbench-view.css"></style>
diff --git a/web/src/views/scripts/TravelReimbursementCreateView.js b/web/src/views/scripts/TravelReimbursementCreateView.js
index 452e14b..5c8641c 100644
--- a/web/src/views/scripts/TravelReimbursementCreateView.js
+++ b/web/src/views/scripts/TravelReimbursementCreateView.js
@@ -24,7 +24,8 @@ import {
 import { useApplicationPreviewEditor } from './useApplicationPreviewEditor.js'
 import {
   buildStewardFieldCompletionContinuation,
-  buildStewardFieldCompletionRawText
+  buildStewardFieldCompletionRawText,
+  resolveStewardRuntimeFieldCompletion
 } from './stewardFieldCompletionModel.js'
 import {
   buildOperationFeedbackPayload,
@@ -169,8 +170,6 @@ import {
   buildFileIdentity,
   buildFilePreviews,
   buildOcrDocumentsFromReviewPayload,
-  buildOcrFilePreviews,
-  buildOcrSummary,
   buildOcrSummaryFromDocuments,
   buildReviewFilePreviewsFromReviewPayload,
   extractReviewAttachmentNames,
@@ -179,7 +178,6 @@ import {
   mergeFilesWithLimit,
   mergeUploadAttachmentNames,
   mergeUploadOcrDocuments,
-  normalizeOcrDocuments,
   resolveAttachmentPreviewKind,
   resolveDocumentPreview
 } from './travelReimbursementAttachmentModel.js'
@@ -1121,8 +1119,6 @@ export default {
       buildExpenseSceneSelectionMessage,
       buildMessageMeta,
       buildOcrDocumentsFromReviewPayload,
-      buildOcrFilePreviews,
-      buildOcrSummary,
       buildOcrSummaryFromDocuments,
       buildReviewFormContextFromPayload,
       clearAttachedFiles,
@@ -1155,7 +1151,6 @@ export default {
       messages,
       nextTick,
       normalizeExpenseQueryPayload,
-      normalizeOcrDocuments,
       persistSessionState,
       props,
       recognizeOcrFiles,
@@ -1904,6 +1899,10 @@ export default {
           })
           return
         }
+        if (targetSessionType === SESSION_TYPE_EXPENSE && carryText === '我要报销') {
+          pushExpenseSceneSelectionPrompt(carryText)
+          return
+        }
         if (String(actionPayload.steward_plan_id || '').trim()) {
           const confirmedByText = Boolean(action.confirmedByText)
           delete action.confirmedByText
@@ -2141,6 +2140,9 @@ export default {
     }
 
     function buildMessageBubbleClass(message) {
+      if (message?.role === 'assistant' && message?.assistantVariant === 'compact_guidance') {
+        return 'message-bubble-compact-guidance'
+      }
       if (message?.role === 'assistant' && message?.budgetReport) {
         return 'message-bubble-budget-report'
       }
@@ -2965,6 +2967,10 @@ export default {
               : '当前申请还有信息需要先补充。请先回复系统刚刚追问的内容，我再继续生成核对结果。'
           }
         }
+        const fieldCompletionDecision = resolveStewardRuntimeFieldCompletion(normalizedText, runtimeState)
+        if (fieldCompletionDecision) {
+          return fieldCompletionDecision
+        }
       }
       return null
     }
@@ -3082,6 +3088,39 @@ export default {
         })
         return true
       }
+      if (nextAction === 'fill_current_application_field') {
+        const targetMessageId = String(decision?.target_message_id || decision?.targetMessageId || '').trim()
+        const targetMessage = targetMessageId
+          ? messages.value.find((message) => String(message.id || '') === targetMessageId)
+          : findLatestApplicationPreviewMessage()
+        if (!targetMessage?.applicationPreview) {
+          return false
+        }
+        const fieldKey = String(decision?.field_key || decision?.fieldKey || '').trim()
+        const fieldLabel = String(decision?.field_label || decision?.fieldLabel || '').trim()
+        const fieldValue = String(decision?.field_value || decision?.fieldValue || rawText).trim()
+        if (!fieldKey || !fieldValue) {
+          return false
+        }
+        await continueStewardApplicationFieldCompletion({
+          targetMessage,
+          action: {
+            label: fieldValue,
+            suppressUserEcho: userMessageAlreadyAdded,
+            payload: {
+              steward_delegated_field_completion: true,
+              field_key: fieldKey,
+              field_label: fieldLabel,
+              value: fieldValue
+            }
+          },
+          sourcePreview: targetMessage.applicationPreview,
+          fieldKey,
+          fieldLabel,
+          value: fieldValue
+        })
+        return true
+      }
       if (nextAction === 'ask_user' || nextAction === 'cancel_current_action' || nextAction === 'no_op') {
         pushStewardRuntimeResponse(rawText, decision, { userMessageAlreadyAdded })
         return true
diff --git a/web/src/views/scripts/TravelRequestDetailView.js b/web/src/views/scripts/TravelRequestDetailView.js
index 1d9daae..567b44b 100644
--- a/web/src/views/scripts/TravelRequestDetailView.js
+++ b/web/src/views/scripts/TravelRequestDetailView.js
@@ -1751,12 +1751,12 @@ export default {
 
     const aiAdviceTitle = computed(() => {
       if (!isEditableRequest.value && isCurrentApplicant.value && !isApplicationDocument.value) {
-        return '报销风险提示'
+        return '风险提示'
       }
       if (isEditableRequest.value && isApplicationDocument.value) {
         return '表单自查提示'
       }
-      return isEditableRequest.value ? 'AI建议' : 'AI提示'
+      return isEditableRequest.value ? 'AI建议' : '风险提示'
     })
     const aiAdviceHint = computed(() => (
       !isEditableRequest.value && isCurrentApplicant.value && !isApplicationDocument.value
diff --git a/web/src/views/scripts/stewardFieldCompletionModel.js b/web/src/views/scripts/stewardFieldCompletionModel.js
index c65aef2..0bd4ab5 100644
--- a/web/src/views/scripts/stewardFieldCompletionModel.js
+++ b/web/src/views/scripts/stewardFieldCompletionModel.js
@@ -24,6 +24,35 @@ const APPLICATION_PREVIEW_FIELD_LABEL_MAP = {
   grade: '职级'
 }
 
+const STEWARD_RUNTIME_FIELD_COMPLETION_RULES = [
+  { fieldKey: 'reason', fieldLabel: '事由', pattern: /事由|申请事由|出差事由|原因|用途/ },
+  { fieldKey: 'transportMode', fieldLabel: '出行方式', pattern: /出行方式|交通方式|交通工具|出行工具/ },
+  { fieldKey: 'time', fieldLabel: '申请时间', pattern: /申请时间|发生时间|业务发生时间|出发时间|返回时间|时间/ },
+  { fieldKey: 'location', fieldLabel: '地点', pattern: /地点|业务地点|发生地点|目的地/ },
+  { fieldKey: 'days', fieldLabel: '天数', pattern: /天数|出差天数|申请天数/ },
+  { fieldKey: 'amount', fieldLabel: '系统预估费用', pattern: /系统预估费用|用户预估费用|预估费用|预计总费用|预计费用|预计金额|申请金额|预算|金额/ }
+]
+
+const APPLICATION_TYPE_DISPLAY_MAP = {
+  travel: '差旅费用申请',
+  travel_application: '差旅费用申请',
+  expense_application: '费用申请',
+  application: '费用申请',
+  transportation: '交通费用申请',
+  traffic: '交通费用申请',
+  transport: '交通费用申请',
+  accommodation: '住宿费用申请',
+  hotel: '住宿费用申请',
+  meeting: '会务费用申请',
+  conference: '会务费用申请',
+  purchase: '采购费用申请',
+  procurement: '采购费用申请',
+  training: '培训费用申请',
+  business_entertainment: '业务招待申请',
+  entertainment: '业务招待申请',
+  office: '办公费用申请'
+}
+
 function compactValue(value = '') {
   return String(value || '').trim()
 }
@@ -48,6 +77,22 @@ function resolveFieldValue(...candidates) {
   return ''
 }
 
+function resolveApplicationTypeDisplay(value = '') {
+  const rawValue = compactValue(value)
+  if (!rawValue) return ''
+
+  const normalizedKey = rawValue.toLowerCase()
+  if (APPLICATION_TYPE_DISPLAY_MAP[normalizedKey]) {
+    return APPLICATION_TYPE_DISPLAY_MAP[normalizedKey]
+  }
+  if (/^(?:差旅费|差旅|出差)$/.test(rawValue)) return '差旅费用申请'
+  if (/^(?:交通费|交通)$/.test(rawValue)) return '交通费用申请'
+  if (/^(?:住宿费|住宿|酒店)$/.test(rawValue)) return '住宿费用申请'
+  if (/^(?:会务|会议|会务费)$/.test(rawValue)) return '会务费用申请'
+  if (/^(?:采购|采购费|办公用品)$/.test(rawValue)) return '采购费用申请'
+  return rawValue
+}
+
 function buildUpdatedTask(task = null, fieldKey = '', value = '') {
   if (!task || typeof task !== 'object') {
     return null
@@ -75,6 +120,29 @@ function buildUpdatedTask(task = null, fieldKey = '', value = '') {
   }
 }
 
+function buildFieldCompletionScopeHints(fieldKey = '', selectedValue = '') {
+  const hints = [
+    '本轮是对当前申请单字段的补充/更新，不是新建申请或切换任务。'
+  ]
+  if (fieldKey === 'reason') {
+    hints.push(
+      `请将“${compactValue(selectedValue)}”作为当前出差申请的事由继续处理，不要把它改判为新的 IT 部署申请。`
+    )
+  }
+  return hints
+}
+
+function resolveFieldRuleByKey(fieldKey = '') {
+  const normalizedKey = compactValue(fieldKey)
+  return STEWARD_RUNTIME_FIELD_COMPLETION_RULES.find((rule) => rule.fieldKey === normalizedKey) || null
+}
+
+function resolveFieldRuleByLabel(label = '') {
+  const normalizedLabel = compactValue(label)
+  if (!normalizedLabel) return null
+  return STEWARD_RUNTIME_FIELD_COMPLETION_RULES.find((rule) => rule.pattern.test(normalizedLabel)) || null
+}
+
 export function buildStewardFieldCompletionContinuation(continuation = null, fieldKey = '', value = '') {
   const source = continuation && typeof continuation === 'object' ? continuation : {}
   const currentTask = resolveStewardCurrentTask(source)
@@ -89,6 +157,50 @@ export function buildStewardFieldCompletionContinuation(continuation = null, fie
   }
 }
 
+export function resolveStewardRuntimeFieldCompletion(rawText = '', runtimeState = {}) {
+  const value = compactValue(rawText)
+  if (!value || compactValue(runtimeState?.waiting_for) !== 'application_field_completion') {
+    return null
+  }
+
+  const slotAction = runtimeState?.pending_slot_action || runtimeState?.pendingSlotAction || null
+  const slotPayload = slotAction?.payload && typeof slotAction.payload === 'object' ? slotAction.payload : {}
+  const slotFieldKey = compactValue(slotPayload.field_key || slotPayload.fieldKey || slotAction?.field_key || slotAction?.fieldKey)
+  const slotRule = resolveFieldRuleByKey(slotFieldKey)
+  if (slotRule) {
+    return {
+      next_action: 'fill_current_application_field',
+      target_message_id: compactValue(slotAction?.message_id || slotAction?.messageId),
+      field_key: slotRule.fieldKey,
+      field_label: slotRule.fieldLabel,
+      field_value: value
+    }
+  }
+
+  const pendingApplication = runtimeState?.pending_application || runtimeState?.pendingApplication || null
+  const missingFields = Array.isArray(pendingApplication?.missing_fields)
+    ? pendingApplication.missing_fields
+    : Array.isArray(pendingApplication?.missingFields)
+      ? pendingApplication.missingFields
+      : []
+  if (missingFields.length !== 1) {
+    return null
+  }
+
+  const rule = resolveFieldRuleByLabel(missingFields[0])
+  if (!rule) {
+    return null
+  }
+
+  return {
+    next_action: 'fill_current_application_field',
+    target_message_id: compactValue(pendingApplication?.message_id || pendingApplication?.messageId),
+    field_key: rule.fieldKey,
+    field_label: rule.fieldLabel,
+    field_value: value
+  }
+}
+
 export function buildStewardFieldCompletionRawText({
   preview = {},
   fieldKey = '',
@@ -107,7 +219,12 @@ export function buildStewardFieldCompletionRawText({
     : resolveFieldValue(fields.transportMode, ontologyFields.transport_mode)
 
   const knownLines = [
-    ['申请类型', resolveFieldValue(fields.applicationType, ontologyFields.expense_type, '差旅费用申请')],
+    [
+      '申请类型',
+      resolveApplicationTypeDisplay(
+        resolveFieldValue(fields.applicationType, ontologyFields.expense_type, '差旅费用申请')
+      )
+    ],
     ['时间', resolveFieldValue(fields.time, ontologyFields.time_range)],
     ['地点', resolveFieldValue(fields.location, ontologyFields.location)],
     ['事由', resolveFieldValue(fields.reason, ontologyFields.reason, currentTask?.summary)],
@@ -120,6 +237,7 @@ export function buildStewardFieldCompletionRawText({
   return [
     '小财管家继续执行申请单字段补齐。',
     `用户已补充：${selectedLabel}：${selectedValue}。`,
+    ...buildFieldCompletionScopeHints(fieldKey, selectedValue),
     currentTask?.summary ? `任务摘要：${currentTask.summary}` : '',
     '',
     '已识别信息：',
diff --git a/web/src/views/scripts/stewardPlanModel.js b/web/src/views/scripts/stewardPlanModel.js
index e0ab88f..d6fc937 100644
--- a/web/src/views/scripts/stewardPlanModel.js
+++ b/web/src/views/scripts/stewardPlanModel.js
@@ -99,6 +99,10 @@ const FIELD_VALUE_DISPLAY_CONFIG = {
   }
 }
 
+const FLOW_EXPENSE_TYPE_LABELS = {
+  travel: '差旅费'
+}
+
 export function buildStewardPlanRequest({
   rawText = '',
   files = [],
@@ -216,6 +220,10 @@ export function buildStewardPlanMessageText(plan) {
   if (isPendingFlowConfirmationPlan(normalized)) {
     return buildPendingFlowConfirmationMessageText(normalized)
   }
+  const genericReimbursementTask = normalized.tasks.find((task) => isGenericReimbursementTask(task))
+  if (genericReimbursementTask && normalized.tasks.length === 1) {
+    return buildGenericReimbursementIntentMessageText(genericReimbursementTask)
+  }
   const nextContext = resolveNextActionContext(normalized)
   const orderedTasks = buildOrderedStewardTasks(normalized, nextContext?.task)
   const taskLines = orderedTasks.map((task, index) =>
@@ -289,6 +297,42 @@ export function formatStewardOntologyFields(fields = {}, taskType = '') {
     .join('；')
 }
 
+function buildStewardOntologyFieldRows(fields = {}, taskType = '') {
+  return Object.entries(fields || {})
+    .filter(([, value]) => String(value || '').trim())
+    .map(([key, value]) => {
+      const field = resolveFieldDisplay(key, taskType)
+      return {
+        label: field.label,
+        value: formatStewardFieldDisplayValue(field.key, value)
+      }
+    })
+}
+
+function escapeMarkdownTableCell(value) {
+  return String(value || '').replace(/\|/g, '\\|').replace(/\n+/g, ' ').trim()
+}
+
+function formatStewardOntologyFieldsTable(fields = {}, taskType = '') {
+  const rows = buildStewardOntologyFieldRows(fields, taskType)
+  if (!rows.length) {
+    return ''
+  }
+  return [
+    '| 字段 | 内容 |',
+    '| --- | --- |',
+    ...rows.map((row) => `| ${escapeMarkdownTableCell(row.label)} | ${escapeMarkdownTableCell(row.value)} |`)
+  ].join('\n')
+}
+
+function resolveCandidateFlowExpenseType(flow = {}) {
+  const rawType = String(flow?.ontologyFields?.expense_type || flow?.ontologyFields?.expenseType || '').trim()
+  if (rawType === '差旅' || rawType === 'travel') {
+    return 'travel'
+  }
+  return rawType
+}
+
 export function buildStewardSuggestedActions(plan) {
   const normalized = normalizeStewardPlan(plan)
   if (isOffTopicPlan(normalized)) {
@@ -304,26 +348,32 @@ export function buildStewardSuggestedActions(plan) {
     }))
   }
   if (isPendingFlowConfirmationPlan(normalized)) {
-    return normalized.candidateFlows.map((flow) => ({
-      label: flow.label,
-      description: flow.reason || '选择后小财管家会继续整理对应流程材料。',
-      icon: flow.flowId === 'travel_application'
-        ? 'mdi mdi-file-plus-outline'
-        : 'mdi mdi-receipt-text-plus-outline',
-      action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
-      payload: {
-        steward_confirm_flow: true,
-        steward_plan_id: normalized.planId,
-        flow_id: flow.flowId,
-        session_type: flow.flowId === 'travel_application'
-          ? SESSION_TYPE_APPLICATION
-          : SESSION_TYPE_EXPENSE,
-        selected_flow_label: flow.label,
-        carry_text: flow.label,
-        auto_submit: true,
-        steward_state: normalized.stewardState || null
+    return normalized.candidateFlows.map((flow) => {
+      const expenseType = resolveCandidateFlowExpenseType(flow)
+      return {
+        label: flow.label,
+        description: flow.reason || '选择后小财管家会继续整理对应流程材料。',
+        icon: flow.flowId === 'travel_application'
+          ? 'mdi mdi-file-plus-outline'
+          : 'mdi mdi-receipt-text-plus-outline',
+        action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
+        payload: {
+          steward_confirm_flow: true,
+          steward_plan_id: normalized.planId,
+          flow_id: flow.flowId,
+          session_type: flow.flowId === 'travel_application'
+            ? SESSION_TYPE_APPLICATION
+            : SESSION_TYPE_EXPENSE,
+          selected_flow_label: flow.label,
+          expense_type: expenseType,
+          expense_type_label: FLOW_EXPENSE_TYPE_LABELS[expenseType] || '',
+          requires_application_before_reimbursement: flow.flowId === 'travel_reimbursement' && expenseType === 'travel',
+          carry_text: flow.flowId === 'travel_reimbursement' && expenseType === 'travel' ? '我要报销' : flow.label,
+          auto_submit: true,
+          steward_state: normalized.stewardState || null
+        }
       }
-    }))
+    })
   }
   const nextContext = resolveNextActionContext(normalized)
   if (!nextContext) {
@@ -335,7 +385,7 @@ export function buildStewardSuggestedActions(plan) {
     : SESSION_TYPE_EXPENSE
   return [
     {
-      label: buildNextActionLabel(actionType),
+      label: buildNextActionLabel(actionType, task),
       description: buildNextActionDescription(actionType, normalized, task, group),
       icon: actionType === 'confirm_create_application'
         ? 'mdi mdi-file-plus-outline'
@@ -411,40 +461,58 @@ export function isOffTopicStewardPlan(rawPlan) {
 }
 
 function buildOffTopicMessageText(normalized) {
+  // off_topic 计划的引导文案完全由后端生成（含 ### 标题 + 正文 + 引导句），
+  // 前端透传 summary 即可，避免重复拼接导致与后端表达不一致。
   const summary = String(normalized?.summary || '').trim()
-  const summaryLine = summary && summary !== '这看起来跟财务任务没什么关系...'
-    ? summary
-    : '这看起来跟财务任务没什么关系，我目前只能帮你处理**费用申请**和**费用报销**两类事项。'
-  return [
-    '### 小财管家没看懂这件事',
-    '',
-    summaryLine,
-    '',
-    '你可以试试下面这些方式告诉我：'
-  ].join('\n')
+  if (summary) {
+    return summary
+  }
+  return (
+    '### 这句话我暂时没识别到财务事项\n\n' +
+    '很抱歉主人，目前小财管家只能帮您整理**费用申请**和**费用报销**这两类事项。\n\n' +
+    '要不您换种说法告诉我：'
+  )
 }
 
 function buildPendingFlowConfirmationMessageText(normalized) {
   const fields = normalized.candidateFlows[0]?.ontologyFields || {}
-  const knownParts = formatStewardOntologyFields(fields, 'expense_application')
+  const knownTable = formatStewardOntologyFieldsTable(fields, 'expense_application')
   const candidateLines = normalized.candidateFlows.map((flow, index) =>
     `${index + 1}. **${flow.label}**${flow.reason ? `\n   - ${flow.reason}` : ''}`
   )
+  const singleCandidate = normalized.candidateFlows.length === 1
   return [
     '### 需要先确认流程方向',
     '',
-    knownParts
-      ? `我识别到这是一项财务事项，已提取到：**${knownParts}**。`
+    knownTable
+      ? ['我识别到这是一项财务事项，已提取到：', '', knownTable].join('\n')
       : '我识别到这是一项财务事项，但还需要确认你要进入哪个流程。',
     '',
     normalized.pendingFlowConfirmation.reason || normalized.summary || '当前还不能确定你要补办申请还是发起报销。',
     '',
     ...candidateLines,
     '',
-    '请先选择一个方向，我会继续整理对应材料。'
+    singleCandidate
+      ? `请先点击下方 **${normalized.candidateFlows[0].label}**，我会继续整理对应材料。`
+      : '请先选择一个方向，我会继续整理对应材料。'
   ].filter((line, index, lines) => line || lines[index - 1]).join('\n')
 }
 
+function buildGenericReimbursementIntentMessageText() {
+  return [
+    '### 我来带你发起报销',
+    '',
+    '你现在只说了要报销，还没告诉我具体是哪类费用。先不用一次性补全所有信息，我会按报销流程一步步带你填。',
+    '',
+    '1. **先选报销场景**',
+    '   - 例如差旅费、交通费、住宿费、业务招待费或办公用品费，不同场景需要的材料不一样。',
+    '2. **再补关键材料**',
+    '   - 我会继续追问事由、发生时间、金额和票据附件；如果是差旅或招待，还会先帮你核对是否需要关联事前申请。',
+    '',
+    '点击下面的 **确定，选择报销场景**，我会进入报销助手继续引导。'
+  ].join('\n')
+}
+
 function resolveNextActionContext(normalized) {
   const applicationTask = normalized.tasks.find((task) => task.taskType === 'expense_application')
   const applicationAction = applicationTask
@@ -566,6 +634,9 @@ function buildTaskOrderActionDescription(task) {
     return `我会请${agent}先把申请单草稿整理出来，方便你核对关键信息，再决定是否继续。`
   }
   if (task.taskType === 'reimbursement') {
+    if (isGenericReimbursementTask(task)) {
+      return `我会请${agent}先带你选择报销场景，再逐步补齐事由、时间、金额和票据。`
+    }
     return `我会请${agent}把票据、金额和制度口径先核清楚，前一步确认后再继续往下走。`
   }
   return `我会请${agent}先整理可核对的结果，真正执行前仍会让你确认。`
@@ -603,13 +674,16 @@ function buildNextTaskLead(task) {
   return `处理“${task.title || task.taskTypeLabel}”`
 }
 
-function buildNextActionLabel(actionType) {
+function buildNextActionLabel(actionType, task = null) {
   if (actionType === 'confirm_create_application') {
     return '确定，先创建申请单'
   }
   if (actionType === 'confirm_attachment_group') {
     return '确定，确认附件归集'
   }
+  if (isGenericReimbursementTask(task)) {
+    return '确定，选择报销场景'
+  }
   return '确定，继续填写报销单'
 }
 
@@ -627,7 +701,29 @@ function buildNextActionDescription(actionType, normalized, task, group) {
   }
   return group?.attachmentNames?.length
     ? `报销助手会带入 ${group.attachmentNames.length} 份相关附件生成核对结果。`
-    : '报销助手会根据当前任务生成报销核对结果。'
+    : isGenericReimbursementTask(task)
+      ? '先进入报销助手选择具体费用类型，再按场景补齐事由、时间、金额和票据。'
+      : '报销助手会根据当前任务生成报销核对结果。'
+}
+
+function isGenericReimbursementTask(task) {
+  if (!task || task.taskType !== 'reimbursement') {
+    return false
+  }
+  const fields = task.ontologyFields || {}
+  const expenseType = String(fields.expense_type || '').trim()
+  const hasSpecificField = ['time_range', 'location', 'amount', 'attachments', 'transport_mode']
+    .some((key) => String(fields[key] || '').trim())
+    || isSpecificReimbursementReason(fields.reason)
+  return !hasSpecificField && (!expenseType || expenseType === 'other')
+}
+
+function isSpecificReimbursementReason(value) {
+  const text = String(value || '').trim().replace(/\s+/g, '')
+  if (!text) {
+    return false
+  }
+  return !/^(?:我想要|我想|我要|还需要|需要|请帮我|帮我)?报销(?:费用|报销单|报销流程)?$/.test(text)
 }
 
 function buildStewardCarryText(actionType, task, group, normalized = null) {
@@ -644,6 +740,9 @@ function buildStewardCarryText(actionType, task, group, normalized = null) {
   if (!task) {
     return '我确认继续处理这项财务任务，请按现有流程核对信息。'
   }
+  if (actionType === 'confirm_create_reimbursement_draft' && isGenericReimbursementTask(task)) {
+    return '我要报销'
+  }
 
   const fields = formatStewardOntologyFields(task.ontologyFields || {}, task.taskType)
   const missingFields = formatStewardMissingFieldList(
diff --git a/web/src/views/scripts/travelReimbursementAttachmentModel.js b/web/src/views/scripts/travelReimbursementAttachmentModel.js
index 8339860..60d0ad5 100644
--- a/web/src/views/scripts/travelReimbursementAttachmentModel.js
+++ b/web/src/views/scripts/travelReimbursementAttachmentModel.js
@@ -74,6 +74,10 @@ export function normalizeOcrDocuments(payload) {
     preview_kind: String(item.preview_kind || '').trim(),
     preview_data_url: String(item.preview_data_url || '').trim(),
     preview_url: String(item.preview_url || '').trim(),
+    receipt_id: String(item.receipt_id || item.receiptId || '').trim(),
+    receipt_status: String(item.receipt_status || item.receiptStatus || '').trim(),
+    receipt_preview_url: String(item.receipt_preview_url || item.receiptPreviewUrl || '').trim(),
+    receipt_source_url: String(item.receipt_source_url || item.receiptSourceUrl || '').trim(),
     document_fields: Array.isArray(item.document_fields)
       ? item.document_fields
         .map((field) => ({
@@ -87,6 +91,87 @@ export function normalizeOcrDocuments(payload) {
   }))
 }
 
+function defineFileReceiptId(file, receiptId) {
+  const normalizedReceiptId = String(receiptId || '').trim()
+  if (!file || !normalizedReceiptId) {
+    return false
+  }
+
+  try {
+    Object.defineProperty(file, 'receiptId', {
+      value: normalizedReceiptId,
+      enumerable: false,
+      configurable: true
+    })
+    return true
+  } catch {
+    try {
+      file.receiptId = normalizedReceiptId
+      return String(file.receiptId || '').trim() === normalizedReceiptId
+    } catch {
+      return false
+    }
+  }
+}
+
+export function attachReceiptFolderIdsToFiles(files = [], payload = null) {
+  const safeFiles = Array.isArray(files) ? files : []
+  const documents = Array.isArray(payload?.documents) ? payload.documents : []
+  let attachedCount = 0
+
+  safeFiles.slice(0, documents.length).forEach((file, index) => {
+    const document = documents[index] || {}
+    const receiptId = String(document.receipt_id || document.receiptId || '').trim()
+    if (receiptId && defineFileReceiptId(file, receiptId)) {
+      attachedCount += 1
+    }
+  })
+
+  return attachedCount
+}
+
+export async function collectReceiptFiles({
+  files = [],
+  recognizedAttachmentData = null,
+  recognizeOcrFiles,
+  timeoutMs = 90000,
+  timeoutMessage = '票据 OCR 识别超时，已继续使用附件名称处理。'
+} = {}) {
+  const safeFiles = Array.isArray(files) ? files : []
+  const reusedData = recognizedAttachmentData && typeof recognizedAttachmentData === 'object'
+    ? recognizedAttachmentData
+    : null
+
+  if (reusedData) {
+    const ocrDocuments = Array.isArray(reusedData.ocrDocuments) ? [...reusedData.ocrDocuments] : []
+    const ocrPayload = reusedData.ocrPayload || { documents: ocrDocuments }
+    attachReceiptFolderIdsToFiles(safeFiles, ocrPayload)
+    return {
+      ocrPayload,
+      ocrSummary: String(reusedData.ocrSummary || '').trim() || buildOcrSummaryFromDocuments(ocrDocuments),
+      ocrDocuments,
+      ocrFilePreviews: Array.isArray(reusedData.ocrFilePreviews) ? [...reusedData.ocrFilePreviews] : []
+    }
+  }
+
+  if (typeof recognizeOcrFiles !== 'function') {
+    throw new Error('票据采集服务未配置。')
+  }
+
+  const ocrPayload = await recognizeOcrFiles(safeFiles, {
+    timeoutMs,
+    timeoutMessage
+  })
+  attachReceiptFolderIdsToFiles(safeFiles, ocrPayload)
+
+  return {
+    ocrPayload,
+    ocrSummary: buildOcrSummary(ocrPayload),
+    ocrDocuments: normalizeOcrDocuments(ocrPayload),
+    ocrFilePreviews: buildOcrFilePreviews(ocrPayload)
+  }
+}
+
 export function buildOcrSummary(payload) {
   return buildOcrSummaryFromDocuments(normalizeOcrDocuments(payload))
 }
diff --git a/web/src/views/scripts/travelReimbursementConversationModel.js b/web/src/views/scripts/travelReimbursementConversationModel.js
index a4f2ca8..c5d6acb 100644
--- a/web/src/views/scripts/travelReimbursementConversationModel.js
+++ b/web/src/views/scripts/travelReimbursementConversationModel.js
@@ -358,8 +358,9 @@ export function buildExpenseSceneSelectionMessage(rawText) {
     : '我已识别到这是报销申请。'
 
   return [
-    `${prefix}但现在还不能确定具体报销场景，所以我先暂停信息抽取。`,
-    '请先选择本次要发起的报销场景，选择后我再按对应规则继续识别并整理核对信息。'
+    `${prefix}先选一下这笔费用属于哪一类，我再按对应流程继续。`,
+    '差旅和业务招待通常需要先关联申请单；交通、住宿、办公用品这类一般可以直接继续填写。',
+    '选完后我会把下一步需要准备的内容整理给你。'
   ].join('\n')
 }
 
@@ -882,6 +883,8 @@ export function normalizeInitialConversationMessages(conversation) {
     return createMessage(item.role, item.content, attachmentNames, {
       id: `restored-${item.id || ++messageSeed}`,
       time: formatMessageTime(item.created_at || item.createdAt),
+      assistantName: String(messageJson?.assistant_name || messageJson?.assistantName || '').trim(),
+      assistantVariant: String(messageJson?.assistant_variant || messageJson?.assistantVariant || '').trim(),
       meta: item.role === 'assistant' ? buildStoredMessageMeta(messageJson, attachmentNames) : [],
       citations: item.role === 'assistant' && Array.isArray(result?.citations) ? result.citations : [],
       suggestedActions:
@@ -940,6 +943,7 @@ export function serializeSessionMessages(messages) {
       stewardPlan: message.stewardPlan || null,
       operationFeedback: message.operationFeedback || null,
       assistantName: message.assistantName || '',
+    assistantVariant: message.assistantVariant || '',
     isWelcome: Boolean(message.isWelcome),
     welcomeQuickActions: Array.isArray(message.welcomeQuickActions) ? message.welcomeQuickActions : []
   }))
diff --git a/web/src/views/scripts/useTravelReimbursementSubmitComposer.js b/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
index cef21c9..cf00bcd 100644
--- a/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
+++ b/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
@@ -1,7 +1,8 @@
 import {
   ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
   buildAttachmentAssociationConfirmationMessage,
-  buildUnsavedDraftAttachmentConfirmationMessage
+  buildUnsavedDraftAttachmentConfirmationMessage,
+  collectReceiptFiles
 } from './travelReimbursementAttachmentModel.js'
 import { resolveAssistantScopeGuard } from '../../utils/assistantSessionScope.js'
 import {
@@ -312,8 +313,6 @@ export function useTravelReimbursementSubmitComposer(ctx) {
     buildExpenseSceneSelectionMessage,
     buildMessageMeta,
     buildOcrDocumentsFromReviewPayload,
-    buildOcrFilePreviews,
-    buildOcrSummary,
     buildOcrSummaryFromDocuments,
     buildReviewFormContextFromPayload,
     clearAttachedFiles,
@@ -348,7 +347,6 @@ export function useTravelReimbursementSubmitComposer(ctx) {
     messages,
     nextTick,
     normalizeExpenseQueryPayload,
-    normalizeOcrDocuments,
     persistSessionState,
     props,
     recognizeOcrFiles,
@@ -1825,23 +1823,28 @@ export function useTravelReimbursementSubmitComposer(ctx) {
             startFlowStep('ocr', { detail: `正在识别 ${files.length} 份附件...`, startedAt: ocrStartedAt })
           }
           if (recognizedAttachmentData) {
-            ocrPayload = recognizedAttachmentData.ocrPayload
-            ocrSummary = recognizedAttachmentData.ocrSummary || buildOcrSummaryFromDocuments(recognizedAttachmentData.ocrDocuments)
-            ocrDocuments = [...recognizedAttachmentData.ocrDocuments]
-            ocrFilePreviews = [...recognizedAttachmentData.ocrFilePreviews]
+            const collected = await collectReceiptFiles({
+              files,
+              recognizedAttachmentData
+            })
+            ocrPayload = collected.ocrPayload
+            ocrSummary = collected.ocrSummary
+            ocrDocuments = collected.ocrDocuments
+            ocrFilePreviews = collected.ocrFilePreviews
             rememberFilePreviews(ocrFilePreviews)
             if (!stewardDelegated) {
               completeFlowStep('ocr', `复用已确认的 ${ocrDocuments.length || files.length} 张票据识别结果`, Date.now() - ocrStartedAt)
             }
           } else {
             try {
-              ocrPayload = await recognizeOcrFiles(files, {
-                timeoutMs: 90000,
-                timeoutMessage: '票据 OCR 识别超时，已继续使用附件名称处理。'
+              const collected = await collectReceiptFiles({
+                files,
+                recognizeOcrFiles
               })
-              ocrSummary = buildOcrSummary(ocrPayload)
-              ocrDocuments = normalizeOcrDocuments(ocrPayload)
-              ocrFilePreviews = buildOcrFilePreviews(ocrPayload)
+              ocrPayload = collected.ocrPayload
+              ocrSummary = collected.ocrSummary
+              ocrDocuments = collected.ocrDocuments
+              ocrFilePreviews = collected.ocrFilePreviews
               rememberFilePreviews(ocrFilePreviews)
               if (!stewardDelegated) {
                 completeFlowStep('ocr', `识别到 ${ocrDocuments.length || files.length} 张票据`, Date.now() - ocrStartedAt)
diff --git a/web/src/views/scripts/useTravelReimbursementSuggestedActions.js b/web/src/views/scripts/useTravelReimbursementSuggestedActions.js
index 5bb68b2..67e426a 100644
--- a/web/src/views/scripts/useTravelReimbursementSuggestedActions.js
+++ b/web/src/views/scripts/useTravelReimbursementSuggestedActions.js
@@ -339,6 +339,10 @@ export function useTravelReimbursementSuggestedActions({
       const carryText = String(actionPayload.carry_text || '').trim()
       const carryFiles = actionPayload.carry_files ? Array.from(attachedFiles.value || []) : []
       if (!lockSuggestedActionMessage(message, action)) return
+      if (targetSessionType === SESSION_TYPE_EXPENSE && carryText === '我要报销') {
+        pushExpenseSceneSelectionPrompt(carryText)
+        return
+      }
       if (String(actionPayload.steward_plan_id || '').trim()) {
         const confirmedByText = Boolean(action.confirmedByText)
         delete action.confirmedByText
diff --git a/web/tests/ai-application-draft-model.test.mjs b/web/tests/ai-application-draft-model.test.mjs
new file mode 100644
index 0000000..4c206b2
--- /dev/null
+++ b/web/tests/ai-application-draft-model.test.mjs
@@ -0,0 +1,51 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  applyAiApplicationAnswer,
+  buildAiApplicationStepPrompt,
+  buildAiApplicationSummary,
+  createAiApplicationDraft,
+  getAiApplicationCurrentStep,
+  isAiApplicationDraftComplete
+} from '../src/utils/aiApplicationDraftModel.js'
+
+test('application draft starts at the reason step', () => {
+  const draft = createAiApplicationDraft('travel', '差旅费')
+  assert.equal(draft.expenseType, 'travel')
+  assert.equal(draft.expenseTypeLabel, '差旅费')
+  assert.equal(draft.stepKey, 'reason')
+  assert.equal(getAiApplicationCurrentStep(draft).key, 'reason')
+})
+
+test('answers advance through fields in order and reach summary', () => {
+  let draft = createAiApplicationDraft('travel', '差旅费')
+  draft = applyAiApplicationAnswer(draft, '去上海支持项目部署', [])
+  assert.equal(draft.stepKey, 'time_range')
+  draft = applyAiApplicationAnswer(draft, '2026-06-20 至 2026-06-22，出差 3 天', [])
+  assert.equal(draft.stepKey, 'location')
+  draft = applyAiApplicationAnswer(draft, '上海', [])
+  assert.equal(draft.stepKey, 'amount')
+  draft = applyAiApplicationAnswer(draft, '约 2358 元', [])
+  assert.ok(isAiApplicationDraftComplete(draft))
+})
+
+test('step prompt names the type and the current field', () => {
+  const draft = createAiApplicationDraft('travel', '差旅费')
+  const prompt = buildAiApplicationStepPrompt(draft)
+  assert.match(prompt, /差旅费/)
+  assert.match(prompt, /事由/)
+})
+
+test('summary lists every filled field', () => {
+  let draft = createAiApplicationDraft('travel', '差旅费')
+  draft = applyAiApplicationAnswer(draft, '去上海支持项目部署', [])
+  draft = applyAiApplicationAnswer(draft, '2026-06-20 至 2026-06-22，出差 3 天', [])
+  draft = applyAiApplicationAnswer(draft, '上海', [])
+  draft = applyAiApplicationAnswer(draft, '约 2358 元', [])
+  const summary = buildAiApplicationSummary(draft)
+  assert.match(summary, /差旅费/)
+  assert.match(summary, /去上海支持项目部署/)
+  assert.match(summary, /2026-06-20 至 2026-06-22，出差 3 天/)
+  assert.match(summary, /约 2358 元/)
+})
diff --git a/web/tests/ai-expense-draft-model.test.mjs b/web/tests/ai-expense-draft-model.test.mjs
new file mode 100644
index 0000000..a90653a
--- /dev/null
+++ b/web/tests/ai-expense-draft-model.test.mjs
@@ -0,0 +1,73 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  applyAiExpenseAnswer,
+  buildAiExpenseStepPrompt,
+  buildAiExpenseSummary,
+  createAiExpenseDraft,
+  getAiExpenseCurrentStep,
+  isAiExpenseDraftComplete
+} from '../src/utils/aiExpenseDraftModel.js'
+
+test('draft starts at the reason step regardless of expense type', () => {
+  const draft = createAiExpenseDraft('transport', '交通费')
+  assert.equal(draft.expenseType, 'transport')
+  assert.equal(draft.expenseTypeLabel, '交通费')
+  assert.equal(draft.stepKey, 'reason')
+  assert.equal(getAiExpenseCurrentStep(draft).key, 'reason')
+})
+
+test('answers advance through fields in order and reach the summary step', () => {
+  let draft = createAiExpenseDraft('office', '办公用品费')
+  draft = applyAiExpenseAnswer(draft, '项目现场临时采购', [])
+  assert.equal(draft.stepKey, 'time_range')
+  draft = applyAiExpenseAnswer(draft, '2026-06-15', [])
+  assert.equal(draft.stepKey, 'location')
+  draft = applyAiExpenseAnswer(draft, '京东', [])
+  assert.equal(draft.stepKey, 'amount')
+  draft = applyAiExpenseAnswer(draft, '320元', [])
+  assert.equal(draft.stepKey, 'attachments')
+  draft = applyAiExpenseAnswer(draft, '稍后上传', [])
+  assert.ok(isAiExpenseDraftComplete(draft))
+})
+
+test('attachments step collects uploaded file names', () => {
+  let draft = createAiExpenseDraft('office', '办公用品费')
+  draft = applyAiExpenseAnswer(draft, '事由', [])
+  draft = applyAiExpenseAnswer(draft, '2026-06-15', [])
+  draft = applyAiExpenseAnswer(draft, '京东', [])
+  draft = applyAiExpenseAnswer(draft, '320元', [])
+  draft = applyAiExpenseAnswer(draft, '', [{ name: '发票.pdf' }])
+  assert.deepEqual(draft.values.attachment_names, ['发票.pdf'])
+  assert.ok(isAiExpenseDraftComplete(draft))
+})
+
+test('step prompt names the type and the current field', () => {
+  const draft = createAiExpenseDraft('transport', '交通费')
+  const prompt = buildAiExpenseStepPrompt(draft)
+  assert.match(prompt, /交通费/)
+  assert.match(prompt, /事由/)
+})
+
+test('summary lists every filled field and the linked application', () => {
+  let draft = createAiExpenseDraft('transport', '交通费')
+  draft = {
+    ...draft,
+    applicationClaim: {
+      application_claim_no: 'AP-202606-001',
+      application_reason: '送客户去机场',
+      application_business_time: '2026-06-15',
+      application_location: '公司至机场'
+    }
+  }
+  draft = applyAiExpenseAnswer(draft, '送客户去机场', [])
+  draft = applyAiExpenseAnswer(draft, '2026-06-15', [])
+  draft = applyAiExpenseAnswer(draft, '公司至机场', [])
+  draft = applyAiExpenseAnswer(draft, '85元', [])
+  draft = applyAiExpenseAnswer(draft, '稍后上传', [])
+  const summary = buildAiExpenseSummary(draft)
+  assert.match(summary, /交通费/)
+  assert.match(summary, /AP-202606-001/)
+  assert.match(summary, /85元/)
+})
diff --git a/web/tests/ai-sidebar-business-access.test.mjs b/web/tests/ai-sidebar-business-access.test.mjs
new file mode 100644
index 0000000..0d757d3
--- /dev/null
+++ b/web/tests/ai-sidebar-business-access.test.mjs
@@ -0,0 +1,39 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import { resolveAiSidebarBusinessViewIds } from '../src/utils/aiSidebarBusinessAccess.js'
+
+test('AI sidebar shows three business entries for regular employees', () => {
+  assert.deepEqual(resolveAiSidebarBusinessViewIds({ name: '普通员工', roleCodes: [] }), [
+    'documents',
+    'receiptFolder',
+    'policies'
+  ])
+})
+
+test('AI sidebar adds budget management for budget monitors', () => {
+  assert.deepEqual(resolveAiSidebarBusinessViewIds({ name: '预算管理员', roleCodes: ['budget_monitor'] }), [
+    'documents',
+    'receiptFolder',
+    'policies',
+    'budget'
+  ])
+})
+
+test('AI sidebar adds finance capabilities for finance users', () => {
+  assert.deepEqual(resolveAiSidebarBusinessViewIds({ name: '财务负责人', roleCodes: ['finance'] }), [
+    'documents',
+    'receiptFolder',
+    'policies',
+    'overview',
+    'audit',
+    'digitalEmployees'
+  ])
+})
+
+test('AI sidebar keeps workbench and settings out of the steward business layer', () => {
+  const viewIds = resolveAiSidebarBusinessViewIds({ username: 'admin', isAdmin: true, roleCodes: ['admin'] })
+
+  assert.equal(viewIds.includes('workbench'), false)
+  assert.equal(viewIds.includes('settings'), false)
+})
diff --git a/web/tests/ai-sidebar-rail-mode.test.mjs b/web/tests/ai-sidebar-rail-mode.test.mjs
new file mode 100644
index 0000000..e6f3156
--- /dev/null
+++ b/web/tests/ai-sidebar-rail-mode.test.mjs
@@ -0,0 +1,193 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+const appShell = readFileSync(
+  fileURLToPath(new URL('../src/views/AppShellRouteView.vue', import.meta.url)),
+  'utf8'
+)
+
+const aiSidebar = readFileSync(
+  fileURLToPath(new URL('../src/components/layout/AiSidebarRail.vue', import.meta.url)),
+  'utf8'
+)
+
+const aiSidebarStyles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/components/ai-sidebar-rail.css', import.meta.url)),
+  'utf8'
+)
+
+const aiBusinessAccess = readFileSync(
+  fileURLToPath(new URL('../src/utils/aiSidebarBusinessAccess.js', import.meta.url)),
+  'utf8'
+)
+
+const appStyles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/app.css', import.meta.url)),
+  'utf8'
+)
+
+const extractCssBlock = (source, selector) => source.match(new RegExp(`${selector}\\s*\\{([\\s\\S]*?)\\n\\}`))?.[1] || ''
+
+test('workbench AI mode swaps the traditional rail for the AI three-layer rail', () => {
+  assert.match(appShell, /import AiSidebarRail from '\.\.\/components\/layout\/AiSidebarRail\.vue'/)
+  assert.match(appShell, /<Transition[\s\S]*name="sidebar-mode-fade"[\s\S]*mode="out-in"/)
+  assert.match(appShell, /<AiSidebarRail[\s\S]*v-if="isAiShellMode"[\s\S]*key="ai-sidebar"/)
+  assert.match(appShell, /const isAiShellMode = computed\(\(\) => workbenchMode\.value === 'ai'\)/)
+  assert.match(appShell, /const isWorkbenchAiMode = computed\(\(\) => activeView\.value === 'workbench' && workbenchMode\.value === 'ai'\)/)
+  assert.match(appShell, /@new-chat="openAiSidebarNewChat"/)
+  assert.match(appShell, /@open-recent="openAiSidebarRecent"/)
+  assert.match(appShell, /@rename-conversation="handleAiConversationRename"/)
+  assert.match(appShell, /@logout="handleLogout"/)
+  assert.match(appShell, /import \{ loadAiWorkbenchConversationHistory, saveAiWorkbenchConversation \} from '\.\.\/utils\/aiWorkbenchConversationStore\.js'/)
+  assert.match(appShell, /function openAiSidebarNewChat\(\)/)
+  assert.match(appShell, /function openAiSidebarRecent\(item = \{\}\)/)
+  assert.match(appShell, /function handleAiConversationRename\(payload = \{\}\)/)
+  assert.match(appShell, /import \{ computed, nextTick, onBeforeUnmount, onMounted, ref, watch \} from 'vue'/)
+  assert.match(appShell, /async function openAiConversationWorkspace\(type, payload = null\)/)
+  assert.match(appShell, /const navigation = handleNavigate\('workbench'\)/)
+  assert.match(appShell, /if \(navigation && typeof navigation\.then === 'function'\)[\s\S]*await navigation/)
+  assert.match(appShell, /await nextTick\(\)/)
+  assert.match(appShell, /dispatchAiSidebarCommand\(type, payload\)/)
+  assert.match(appShell, /void openAiConversationWorkspace\('new-chat'\)/)
+  assert.match(appShell, /void openAiConversationWorkspace\('open-recent', item\)/)
+  assert.doesNotMatch(appShell, /openAiSidebarSearchChat/)
+  assert.match(appShell, /const aiSidebarCommand = ref\(\{ seq: 0, type: '', payload: null \}\)/)
+  assert.match(appShell, /const aiConversationHistory = ref\(\[\]\)/)
+  assert.match(appShell, /:active-conversation-id="aiActiveConversationId"/)
+  assert.match(appShell, /:conversation-history="aiConversationHistory"/)
+  assert.match(appShell, /:brand-name="PRODUCT_DISPLAY_NAME"/)
+  assert.match(appShell, /:brand-logo="companyProfile\.logo"/)
+  assert.match(appShell, /:company-name="ENTERPRISE_DISPLAY_NAME"/)
+  assert.match(appShell, /:ai-sidebar-command="aiSidebarCommand"/)
+  assert.match(appShell, /@ai-conversation-change="handleAiConversationChange"/)
+  assert.match(appShell, /@ai-conversation-history-change="handleAiConversationHistoryChange"/)
+  assert.match(appShell, /function dispatchAiSidebarCommand\(type, payload = null\)/)
+  assert.match(appShell, /function handleAiConversationHistoryChange\(payload = \[\]\)/)
+  assert.match(appShell, /loadAiWorkbenchConversationHistory\(user \|\| \{\}\)/)
+  assert.match(appShell, /saveAiWorkbenchConversation\(currentUser\.value \|\| \{\},[\s\S]*\.\.\.target,[\s\S]*title/)
+  assert.match(appShell, /:current-user="currentUser"/)
+  assert.doesNotMatch(appShell, /restoreLatestConversation:\s*true/)
+  assert.match(appShell, /'workbench-ai-sidebar-active': isAiShellMode/)
+  assert.match(appShell, /sidebarCollapsedBeforeAiMode\.value = sidebarCollapsed\.value/)
+  assert.match(appShell, /sidebarCollapsed\.value = false/)
+  assert.match(appShell, /sidebarCollapsed\.value = sidebarCollapsedBeforeAiMode\.value/)
+  assert.match(appStyles, /\.app\s*\{[\s\S]*--sidebar-expanded-width:\s*304px;/)
+  assert.match(appStyles, /\.sidebar-mode-fade-enter-active,[\s\S]*\.sidebar-mode-fade-leave-active\s*\{[\s\S]*opacity 180ms/)
+})
+
+test('AI sidebar has quick actions, business navigation and conversation history layers', () => {
+  assert.match(aiSidebar, /aria-label="AI模式导航"/)
+  assert.match(aiSidebar, /class="ai-rail-brand"/)
+  assert.match(aiSidebar, /aria-label="当前产品标识"/)
+  assert.match(aiSidebar, /displayBrandName/)
+  assert.match(aiSidebar, /brandName:\s*\{\s*type:\s*String/)
+  assert.match(aiSidebar, /brandLogo:\s*\{\s*type:\s*String/)
+  assert.match(aiSidebar, /String\(props\.brandName \|\| '易财费控'\)/)
+  assert.doesNotMatch(aiSidebar, /远光软件股份有限公司/)
+  assert.doesNotMatch(aiSidebar, /AI Workbench/)
+  assert.match(aiSidebar, /aria-label="对话操作"/)
+  assert.match(aiSidebar, /新建对话/)
+  assert.match(aiSidebar, /查询对话/)
+  assert.doesNotMatch(aiSidebar, /自定义/)
+  assert.doesNotMatch(aiSidebar, /业务工作舱/)
+  assert.match(aiSidebar, /resolveAiSidebarBusinessViewIds/)
+  assert.match(aiSidebar, /\.filter\(\(item\) => aiBusinessViewIds\.value\.has\(item\.id\)\)/)
+  assert.match(aiSidebar, /class="ai-nav-list"/)
+  assert.match(aiSidebar, /v-for="item in businessNavItems"/)
+  assert.match(aiSidebar, /ai-nav-copy/)
+  assert.match(aiSidebar, /item\.aiIcon/)
+  assert.match(aiSidebar, /aria-current/)
+  assert.doesNotMatch(aiSidebar, /displayHint/)
+  assert.doesNotMatch(aiSidebar, /个人工作台/)
+  assert.doesNotMatch(aiSidebar, /待办与助手/)
+  assert.doesNotMatch(aiSidebar, /v-html="item\.icon"/)
+  assert.match(aiSidebar, /最近对话/)
+  assert.match(aiSidebar, /conversationHistory:\s*\{ type:\s*Array,\s*default:\s*\(\) => \[\] \}/)
+  assert.match(aiSidebar, /const conversationSearchOpen = ref\(false\)/)
+  assert.match(aiSidebar, /const conversationSearchQuery = ref\(''\)/)
+  assert.match(aiSidebar, /function openConversationSearch\(\)/)
+  assert.match(aiSidebar, /<template[\s\S]*v-for="action in quickActions"[\s\S]*:key="action\.event"/)
+  assert.match(aiSidebar, /v-if="action\.event === 'search' && conversationSearchOpen"[\s\S]*class="ai-conversation-search"/)
+  assert.match(aiSidebar, /v-else[\s\S]*class="ai-quick-btn"/)
+  assert.match(aiSidebar, /placeholder="搜索对话标题"/)
+  assert.match(aiSidebar, /v-model="conversationSearchQuery"/)
+  assert.doesNotMatch(aiSidebar, /<\/button>\s*<label v-if="conversationSearchOpen" class="ai-conversation-search"/)
+  assert.match(aiSidebar, /filteredConversationHistory/)
+  assert.match(aiSidebar, /String\(recent\.title \|\| ''\)\.toLowerCase\(\)\.includes\(query\)/)
+  assert.match(aiSidebar, /normalizedConversationHistory/)
+  assert.match(aiSidebar, /v-for="recent in filteredConversationHistory"/)
+  assert.match(aiSidebar, /activeConversationId === recent\.id/)
+  assert.match(aiSidebar, /ai-recent-main/)
+  assert.match(aiSidebar, /emit\('open-recent', recent\)/)
+  assert.match(aiSidebar, /@dblclick\.stop="startEditingRecentTitle\(recent\)"/)
+  assert.match(aiSidebar, /v-if="editingConversationId === recent\.id"/)
+  assert.match(aiSidebar, /v-model="editingConversationTitle"/)
+  assert.match(aiSidebar, /@keydown\.enter\.prevent="commitRecentTitleEdit\(recent\)"/)
+  assert.match(aiSidebar, /emit\('rename-conversation'/)
+  assert.match(aiSidebar, /暂无历史对话/)
+  assert.match(aiSidebar, /没有匹配的对话/)
+  assert.doesNotMatch(aiSidebar, /差旅报销口径核对/)
+  assert.doesNotMatch(aiSidebar, /预算占用预警分析/)
+  assert.doesNotMatch(aiSidebar, /票据识别结果复核/)
+  assert.match(aiSidebar, /aria-label="当前用户"/)
+  assert.match(aiSidebar, /displayUser\.avatar/)
+  assert.match(aiSidebar, /displayUser\.subtitle/)
+  assert.match(aiSidebar, /aria-label="用户操作"/)
+  assert.match(aiSidebar, /emit\('logout'\)/)
+  assert.match(aiSidebar, /defineEmits\(\['navigate', 'new-chat', 'open-recent', 'rename-conversation', 'logout'\]\)/)
+  assert.doesNotMatch(aiSidebar, /search-chat/)
+  assert.doesNotMatch(aiSidebar, /打开系统设置/)
+  assert.doesNotMatch(aiSidebar, /mdi-chevron-up/)
+  assert.doesNotMatch(aiSidebar, /mockRecents/)
+})
+
+test('AI sidebar visual treatment keeps a restrained three-layer workspace', () => {
+  const quickButtonBlock = extractCssBlock(aiSidebarStyles, '\\.ai-quick-btn')
+  const quickPrimaryBlock = extractCssBlock(aiSidebarStyles, '\\.ai-quick-btn\\.primary')
+  const navListBlock = extractCssBlock(aiSidebarStyles, '\\.ai-nav-list')
+
+  assert.match(aiSidebarStyles, /--ai-rail-bg:\s*#f7f9fc;/)
+  assert.match(aiSidebarStyles, /\.ai-rail\s*\{[\s\S]*grid-template-rows:\s*auto auto auto auto auto minmax\(0,\s*1fr\) auto;/)
+  assert.match(aiSidebarStyles, /\.ai-rail::before\s*\{[\s\S]*repeating-linear-gradient/)
+  assert.match(aiSidebarStyles, /\.ai-rail-brand\s*\{[\s\S]*min-height:\s*74px;[\s\S]*grid-template-columns:\s*42px minmax\(0,\s*1fr\);/)
+  assert.match(aiSidebarStyles, /\.ai-brand-logo\s*\{[\s\S]*width:\s*42px;[\s\S]*height:\s*42px;/)
+  assert.match(aiSidebarStyles, /\.ai-brand-logo svg\s*\{[\s\S]*width:\s*26px;[\s\S]*height:\s*26px;/)
+  assert.match(aiSidebar, /icon:\s*'mdi mdi-plus'/)
+  assert.match(aiSidebarStyles, /\.ai-rail-quick\s*\{[\s\S]*gap:\s*6px;[\s\S]*padding:\s*8px 18px 12px;/)
+  assert.match(quickButtonBlock, /min-height:\s*48px;/)
+  assert.match(quickButtonBlock, /grid-template-columns:\s*28px minmax\(0,\s*1fr\);/)
+  assert.match(quickButtonBlock, /background:\s*transparent;/)
+  assert.match(quickButtonBlock, /border-color:\s*transparent;/)
+  assert.match(quickButtonBlock, /box-shadow:\s*none;/)
+  assert.match(quickPrimaryBlock, /background:\s*transparent;/)
+  assert.match(quickPrimaryBlock, /box-shadow:\s*none;/)
+  assert.doesNotMatch(quickButtonBlock, /rgba\(255,\s*255,\s*255/)
+  assert.match(navListBlock, /gap:\s*6px;/)
+  assert.doesNotMatch(navListBlock, /grid-template-columns:\s*repeat\(2/)
+  assert.doesNotMatch(navListBlock, /border-radius:/)
+  assert.doesNotMatch(navListBlock, /box-shadow:/)
+  assert.match(aiSidebarStyles, /\.ai-nav-btn\s*\{[\s\S]*min-height:\s*48px;/)
+  assert.match(aiSidebarStyles, /\.ai-nav-btn\s*\{[\s\S]*grid-template-columns:\s*32px minmax\(0,\s*1fr\);/)
+  assert.match(aiSidebarStyles, /\.ai-nav-btn\.active\s*\{[\s\S]*background:[\s\S]*linear-gradient\(90deg,\s*rgba\(45,\s*114,\s*217,\s*0\.095\)/)
+  assert.match(aiSidebarStyles, /\.ai-rail\.rail-collapsed \.ai-nav-list\s*\{[\s\S]*grid-template-columns:\s*1fr;/)
+  assert.match(aiSidebarStyles, /\.ai-rail-recents\s*\{[\s\S]*grid-template-rows:\s*auto minmax\(0,\s*1fr\);/)
+  assert.match(aiSidebarStyles, /\.ai-recents-list\s*\{[\s\S]*overflow-y:\s*auto;[\s\S]*scrollbar-width:\s*none;/)
+  assert.match(aiSidebarStyles, /\.ai-recents-list::-webkit-scrollbar\s*\{[\s\S]*display:\s*none;/)
+  assert.match(aiSidebarStyles, /\.ai-recents-empty\s*\{[\s\S]*border:\s*1px dashed/)
+  assert.match(aiSidebarStyles, /\.ai-recent-item\s*\{[\s\S]*min-height:\s*56px;/)
+  assert.match(aiSidebarStyles, /\.ai-rail-user\s*\{[\s\S]*height:\s*72px;/)
+  assert.match(aiSidebarStyles, /\.ai-rail-user\s*\{[\s\S]*border-radius:\s*0;/)
+  assert.match(aiSidebarStyles, /\.ai-user-actions\s*\{[\s\S]*grid-template-columns:\s*44px;/)
+  assert.match(aiSidebarStyles, /\.ai-rail\.rail-collapsed \.ai-rail-recents,/)
+  assert.match(aiSidebarStyles, /\.ai-rail\.rail-collapsed \.ai-user-copy,/)
+  assert.match(aiSidebarStyles, /\.ai-rail\.rail-collapsed \.ai-user-actions\s*\{[\s\S]*display:\s*none;/)
+})
+
+test('AI sidebar business layer is role scoped for Xiaocai steward mode', () => {
+  assert.match(aiBusinessAccess, /AI_SIDEBAR_BASE_BUSINESS_VIEW_IDS = \['documents', 'receiptFolder', 'policies'\]/)
+  assert.match(aiBusinessAccess, /ROLE_VIEW_ADDITIONS = \{[\s\S]*budget:\s*\['budget'\]/)
+  assert.match(aiBusinessAccess, /roleCodeSet\.has\('budget_monitor'\)[\s\S]*ROLE_VIEW_ADDITIONS\.budget/)
+  assert.doesNotMatch(aiBusinessAccess, /'workbench'/)
+})
diff --git a/web/tests/ai-workbench-conversation-store.test.mjs b/web/tests/ai-workbench-conversation-store.test.mjs
new file mode 100644
index 0000000..8ceb9a6
--- /dev/null
+++ b/web/tests/ai-workbench-conversation-store.test.mjs
@@ -0,0 +1,69 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  deleteAiWorkbenchConversation,
+  loadAiWorkbenchConversationHistory,
+  saveAiWorkbenchConversation
+} from '../src/utils/aiWorkbenchConversationStore.js'
+
+function installLocalStorageMock() {
+  const store = new Map()
+  globalThis.window = {
+    localStorage: {
+      getItem(key) {
+        return store.has(key) ? store.get(key) : null
+      },
+      setItem(key, value) {
+        store.set(key, String(value))
+      },
+      removeItem(key) {
+        store.delete(key)
+      },
+      clear() {
+        store.clear()
+      }
+    }
+  }
+  return store
+}
+
+test('AI workbench conversation store persists scoped history for sidebar sessions', () => {
+  installLocalStorageMock()
+  const user = { username: 'caoxiaozhu', email: 'caoxiaozhu@xf.com', name: '曹笑竹' }
+  const anotherUser = { username: 'budget-user' }
+
+  saveAiWorkbenchConversation(user, {
+    id: 'conv-first',
+    title: '',
+    updatedAt: Date.now() - 3000,
+    messages: [
+      { id: 'u1', role: 'user', content: '帮我核对差旅报销口径' },
+      { id: 'a1', role: 'assistant', content: '我会根据制度和票据要求继续核对。' }
+    ]
+  })
+  saveAiWorkbenchConversation(user, {
+    id: 'conv-second',
+    title: '预算占用分析',
+    updatedAt: Date.now(),
+    stewardState: { intent: 'budget_check' },
+    messages: [
+      { id: 'u2', role: 'user', content: '分析本月预算占用' },
+      { id: 'a2', role: 'assistant', content: '本月预算占用需要结合部门额度和已提交单据。' }
+    ]
+  })
+
+  const history = loadAiWorkbenchConversationHistory(user)
+  assert.equal(history.length, 2)
+  assert.equal(history[0].id, 'conv-second')
+  assert.equal(history[0].title, '预算占用分析')
+  assert.equal(history[0].stewardState.intent, 'budget_check')
+  assert.equal(history[1].title, '帮我核对差旅报销口径')
+  assert.equal(history[1].prompt, '帮我核对差旅报销口径')
+  assert.ok(history[0].time)
+  assert.deepEqual(loadAiWorkbenchConversationHistory(anotherUser), [])
+
+  const nextHistory = deleteAiWorkbenchConversation(user, 'conv-second')
+  assert.equal(nextHistory.length, 1)
+  assert.equal(nextHistory[0].id, 'conv-first')
+})
diff --git a/web/tests/app-shell-financial-assistant-entry.test.mjs b/web/tests/app-shell-financial-assistant-entry.test.mjs
index b2d5153..934e9a6 100644
--- a/web/tests/app-shell-financial-assistant-entry.test.mjs
+++ b/web/tests/app-shell-financial-assistant-entry.test.mjs
@@ -102,8 +102,8 @@ test('workbench summary merges approval inbox requests without polluting documen
 
 test('workbench progress refreshes after homepage create or detail updates', () => {
   assert.match(appShellComposable, /async function handleDraftSaved\(payload = \{\}\) \{[\s\S]*await reloadWorkbenchRequests\(\)/)
-  assert.match(appShellComposable, /async function handleRequestUpdated\(\) \{[\s\S]*await reloadWorkbenchRequests\(\)[\s\S]*await refreshSelectedRequestDetail\(String\(route\.params\.requestId \|\| ''\)\)/)
-  assert.doesNotMatch(appShellComposable, /async function handleRequestUpdated\(\) \{[\s\S]*await reloadRequests\(\)[\s\S]*await refreshSelectedRequestDetail/)
+  assert.match(appShellComposable, /async function handleRequestUpdated\(payload = \{\}\) \{[\s\S]*await reloadWorkbenchRequests\(\)[\s\S]*await refreshSelectedRequestDetail\(claimId\)/)
+  assert.doesNotMatch(appShellComposable, /async function handleRequestUpdated\(payload = \{\}\) \{[\s\S]*await reloadRequests\(\)[\s\S]*await refreshSelectedRequestDetail/)
 })
 
 test('workbench progress refresh is silent to avoid homepage flashing', () => {
@@ -136,7 +136,7 @@ test('document detail refreshes claim detail instead of relying on stale list ca
   assert.match(appShellComposable, /const snapshot = normalizeRequestForUi\(selectedRequestSnapshot\.value\)[\s\S]*if \(isSameRequestIdentity\(snapshot, requestId\)\) \{[\s\S]*return snapshot/)
   assert.match(appShellComposable, /async function refreshSelectedRequestDetail\(requestOrId = selectedRequestSnapshot\.value\) \{[\s\S]*fetchExpenseClaimDetail\(lookupId\)[\s\S]*mapExpenseClaimToRequest\(payload\)[\s\S]*upsertRequestSnapshot\(mappedRequest\)/)
   assert.match(appShellComposable, /function openRequestDetail\(request, options = \{\}\) \{[\s\S]*void refreshSelectedRequestDetail\(request\)/)
-  assert.match(appShellComposable, /async function handleRequestUpdated\(\) \{[\s\S]*await reloadWorkbenchRequests\(\)[\s\S]*await refreshSelectedRequestDetail\(String\(route\.params\.requestId \|\| ''\)\)/)
+  assert.match(appShellComposable, /async function handleRequestUpdated\(payload = \{\}\) \{[\s\S]*await reloadWorkbenchRequests\(\)[\s\S]*await refreshSelectedRequestDetail\(claimId\)/)
   assert.match(appShellComposable, /route\.name === 'app-document-detail'[\s\S]*void refreshSelectedRequestDetail\(String\(route\.params\.requestId \|\| ''\)\)/)
 })
 
diff --git a/web/tests/assistant-suggested-action-prefill.test.mjs b/web/tests/assistant-suggested-action-prefill.test.mjs
index b0cca58..451f328 100644
--- a/web/tests/assistant-suggested-action-prefill.test.mjs
+++ b/web/tests/assistant-suggested-action-prefill.test.mjs
@@ -1,6 +1,9 @@
 import assert from 'node:assert/strict'
 import test from 'node:test'
 
+import {
+  ASSISTANT_SCOPE_ACTION_FILL_COMPOSER
+} from '../src/utils/assistantSessionScope.js'
 import {
   mergeComposerPrefill,
   resolveSuggestedActionPrefill
@@ -41,3 +44,23 @@ test('composer prefill appends to existing draft without duplication', () => {
   assert.equal(mergeComposerPrefill('地点：上海', '事由：'), '地点：上海\n事由：')
   assert.equal(mergeComposerPrefill('地点：上海\n事由：', '事由：'), '地点：上海\n事由：')
 })
+
+test('fill_composer action resolves payload.fill_text as prefill', () => {
+  assert.equal(
+    resolveSuggestedActionPrefill({
+      action_type: ASSISTANT_SCOPE_ACTION_FILL_COMPOSER,
+      payload: { fill_text: '我想要申请明天去北京出差3天' }
+    }),
+    '我想要申请明天去北京出差3天'
+  )
+})
+
+test('fill_composer action without fill_text falls back to empty (no application_field lookup)', () => {
+  assert.equal(
+    resolveSuggestedActionPrefill({
+      action_type: ASSISTANT_SCOPE_ACTION_FILL_COMPOSER,
+      payload: {}
+    }),
+    ''
+  )
+})
diff --git a/web/tests/attachment-association-confirmation.test.mjs b/web/tests/attachment-association-confirmation.test.mjs
index c85e486..4c35d03 100644
--- a/web/tests/attachment-association-confirmation.test.mjs
+++ b/web/tests/attachment-association-confirmation.test.mjs
@@ -5,12 +5,15 @@ import { fileURLToPath } from 'node:url'
 
 import {
   ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
+  attachReceiptFolderIdsToFiles,
   buildAttachmentAssociationConfirmationMessage,
   buildOcrFilePreviews,
   buildReviewFilePreviewsFromReviewPayload,
   buildUnsavedDraftAttachmentConfirmationMessage,
+  collectReceiptFiles,
   filterPersistableFilePreviews,
-  mergeFilePreviews
+  mergeFilePreviews,
+  normalizeOcrDocuments
 } from '../src/views/scripts/travelReimbursementAttachmentModel.js'
 import {
   buildDraftAssociationQueryPayload,
@@ -171,6 +174,90 @@ test('OCR preview builders keep hotel receipt image previews when preview kind i
   assert.deepEqual(reviewPreviews, [{ filename: 'hotel.png', kind: 'image', url: dataUrl }])
 })
 
+test('OCR receipt folder ids are kept for final draft attachment association', () => {
+  const files = [
+    { name: 'invoice.png' },
+    { name: 'taxi.pdf' }
+  ]
+  const ocrPayload = {
+    documents: [
+      {
+        filename: 'invoice.png',
+        receipt_id: 'receipt-1',
+        receipt_status: 'unlinked',
+        receipt_preview_url: '/receipt-folder/receipt-1/preview',
+        receipt_source_url: '/receipt-folder/receipt-1/source'
+      },
+      {
+        filename: 'taxi.pdf',
+        receipt_id: 'receipt-2',
+        receipt_status: 'unlinked',
+        receipt_preview_url: '/receipt-folder/receipt-2/preview',
+        receipt_source_url: '/receipt-folder/receipt-2/source'
+      }
+    ]
+  }
+
+  const documents = normalizeOcrDocuments(ocrPayload)
+
+  assert.equal(documents[0].receipt_id, 'receipt-1')
+  assert.equal(documents[0].receipt_status, 'unlinked')
+  assert.equal(documents[0].receipt_preview_url, '/receipt-folder/receipt-1/preview')
+  assert.equal(documents[0].receipt_source_url, '/receipt-folder/receipt-1/source')
+  assert.equal(attachReceiptFolderIdsToFiles(files, ocrPayload), 2)
+  assert.equal(files[0].receiptId, 'receipt-1')
+  assert.equal(files[1].receiptId, 'receipt-2')
+  assert.equal(Object.getOwnPropertyDescriptor(files[0], 'receiptId')?.enumerable, false)
+})
+
+test('receipt files are collected through a single OCR persistence entry before draft association', async () => {
+  const files = [
+    { name: 'invoice.png' }
+  ]
+  let recognizeCallCount = 0
+
+  const collected = await collectReceiptFiles({
+    files,
+    recognizeOcrFiles: async (inputFiles, options) => {
+      recognizeCallCount += 1
+      assert.equal(inputFiles, files)
+      assert.equal(options.timeoutMs, 90000)
+      return {
+        documents: [
+          {
+            filename: 'invoice.png',
+            summary: '发票金额 100 元',
+            preview_kind: 'image',
+            preview_data_url: 'data:image/png;base64,abc123',
+            receipt_id: 'receipt-collect-1',
+            receipt_status: 'unlinked',
+            receipt_preview_url: '/receipt-folder/receipt-collect-1/preview',
+            receipt_source_url: '/receipt-folder/receipt-collect-1/source'
+          }
+        ]
+      }
+    }
+  })
+
+  assert.equal(recognizeCallCount, 1)
+  assert.equal(files[0].receiptId, 'receipt-collect-1')
+  assert.equal(collected.ocrPayload.documents[0].receipt_id, 'receipt-collect-1')
+  assert.equal(collected.ocrDocuments[0].receipt_id, 'receipt-collect-1')
+  assert.equal(collected.ocrSummary, 'invoice.png：发票金额 100 元')
+  assert.deepEqual(collected.ocrFilePreviews, [
+    { filename: 'invoice.png', kind: 'image', url: 'data:image/png;base64,abc123' }
+  ])
+
+  const submitComposerSource = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
+    'utf8'
+  )
+  assert.match(submitComposerSource, /collectReceiptFiles\(/)
+  assert.doesNotMatch(submitComposerSource, /recognizeOcrFiles\(files,[\s\S]*attachReceiptFolderIdsToFiles/)
+  assert.doesNotMatch(submitComposerSource, /ocrDocuments = normalizeOcrDocuments\(ocrPayload\)/)
+  assert.doesNotMatch(submitComposerSource, /ocrFilePreviews = buildOcrFilePreviews\(ocrPayload\)/)
+})
+
 test('file preview cache replaces temporary object urls and never persists them', () => {
   const merged = mergeFilePreviews(
     [
diff --git a/web/tests/expense-application-fast-preview.test.mjs b/web/tests/expense-application-fast-preview.test.mjs
index fe8a67b..8ae783c 100644
--- a/web/tests/expense-application-fast-preview.test.mjs
+++ b/web/tests/expense-application-fast-preview.test.mjs
@@ -53,9 +53,11 @@ import {
 } from '../src/views/scripts/budgetAssistantReportModel.js'
 import { resolveStewardTypewriterNextIndex } from '../src/views/scripts/stewardTypewriter.js'
 import {
+  ASSISTANT_SCOPE_ACTION_SWITCH,
   ASSISTANT_SCOPE_SESSION_APPLICATION,
   ASSISTANT_SCOPE_SESSION_EXPENSE,
   ASSISTANT_SCOPE_SESSION_STEWARD,
+  buildUnsupportedBusinessScopeConversation,
   inferAssistantScopeTarget,
   resolveAssistantScopeGuard
 } from '../src/utils/assistantSessionScope.js'
@@ -231,16 +233,42 @@ test('application intent uses local preview instead of immediate orchestrator ca
   assert.match(buildLocalApplicationPreviewMessage(preview), /点击对应行即可直接编辑/)
 })
 
+test('unsupported business guidance opens in assistant conversation form', () => {
+  const conversation = buildUnsupportedBusinessScopeConversation('你好')
+
+  assert.equal(conversation.state_json.session_type, ASSISTANT_SCOPE_SESSION_STEWARD)
+  assert.equal(conversation.messages.length, 1)
+  assert.equal(conversation.messages[0].role, 'assistant')
+  assert.match(conversation.messages[0].content, /小财管家暂时不处理「你好」/)
+  assert.equal(conversation.messages[0].assistantName, '小财管家')
+  assert.match(conversation.messages[0].content, /### 当前可继续的场景/)
+  assert.equal(
+    conversation.messages[0].message_json.orchestrator_payload.result.suggested_actions.length,
+    4
+  )
+})
+
 test('assistant scope guard blocks unsupported non-financial intent', () => {
+  const greetingGuard = resolveAssistantScopeGuard('你好', ASSISTANT_SCOPE_SESSION_APPLICATION)
   const guard = resolveAssistantScopeGuard('帮我写一首诗，主题是春天', ASSISTANT_SCOPE_SESSION_APPLICATION)
 
+  assert.equal(greetingGuard.blocked, true)
+  assert.equal(greetingGuard.targetSessionType, '')
+  assert.equal(greetingGuard.suggestedActions.length, 4)
+  assert.deepEqual(
+    greetingGuard.suggestedActions.map((item) => item.action_type),
+    Array.from({ length: 4 }, () => ASSISTANT_SCOPE_ACTION_SWITCH)
+  )
+  assert.match(greetingGuard.text, /小财管家暂时不处理「你好」/)
+  assert.match(greetingGuard.text, /你可以直接点下面的场景继续/)
+  assert.equal(guard.suggestedActions.length, 4)
   assert.equal(guard.blocked, true)
   assert.equal(guard.targetSessionType, '')
   assert.match(guard.text, /此意图系统不支持/)
   assert.match(guard.text, /当前系统支持的业务范围/)
-  assert.deepEqual(guard.suggestedActions, [])
 })
 
+
 test('assistant scope guard routes related business intent instead of blocking', () => {
   const guard = resolveAssistantScopeGuard('帮我查一下报销单状态', ASSISTANT_SCOPE_SESSION_APPLICATION)
 
diff --git a/web/tests/finance-dashboard-ranking.test.mjs b/web/tests/finance-dashboard-ranking.test.mjs
index 576f9c7..b8c12ce 100644
--- a/web/tests/finance-dashboard-ranking.test.mjs
+++ b/web/tests/finance-dashboard-ranking.test.mjs
@@ -88,6 +88,20 @@ test('daily amount trend uses stacked category bars with clear unit and legend',
   assert.match(trendChart, /legendItems/)
   assert.match(trendChart, /单位：元/)
   assert.match(trendChart, /单位：单/)
+  assert.match(trendChart, /comparisonAmount/)
+  assert.match(trendChart, /isComparisonMode/)
+  assert.match(trendChart, /props\.mode === 'compareAmount'/)
+  assert.match(trendChart, /props\.comparisonLabel/)
+  assert.match(trendChart, /const compactScale = computed/)
+  assert.match(trendChart, /const chartGrid = computed/)
+  assert.match(trendChart, /gridBottom:\s*props\.compact \? 18 : 22/)
+  assert.match(trendChart, /gridTop:\s*props\.compact \? 10 : 12/)
+  assert.match(trendChart, /splitNumber:\s*props\.compact \? 2 : 5/)
+  assert.match(trendChart, /primaryLineWidth:\s*props\.compact \? 3\.8 : 3/)
+  assert.match(trendChart, /axisLabelSize:\s*props\.compact \? 12 : 11/)
+  assert.match(trendChart, /lineStyle:[\s\S]*type:\s*'dashed'/)
+  assert.match(trendChart, /\.trend-chart-compact\s*\{[\s\S]*min-height:\s*124px;/)
+  assert.match(trendChart, /\.trend-chart-compact \.chart-legend\s*\{[\s\S]*font-size:\s*13px;/)
   assert.doesNotMatch(trendChart, /name:\s*isCountMode\.value/)
   assert.doesNotMatch(trendChart, /stack: 'expenseAmount'/)
 })
diff --git a/web/tests/personal-workbench-assistant.test.mjs b/web/tests/personal-workbench-assistant.test.mjs
index 9925274..a6ae24c 100644
--- a/web/tests/personal-workbench-assistant.test.mjs
+++ b/web/tests/personal-workbench-assistant.test.mjs
@@ -38,9 +38,6 @@ const workbenchInsightStyles = readFileSync(
   fileURLToPath(new URL('../src/assets/styles/components/personal-workbench-insights.css', import.meta.url)),
   'utf8'
 )
-const heroBackgroundAsset = fileURLToPath(
-  new URL('../src/assets/images/hero-3d-banner.png', import.meta.url)
-)
 const capabilityGlassAsset = fileURLToPath(
   new URL('../src/assets/personal-workbench-card-glass-capability.webp', import.meta.url)
 )
@@ -48,14 +45,41 @@ const panelGlassAsset = fileURLToPath(
   new URL('../src/assets/personal-workbench-card-glass-panel.webp', import.meta.url)
 )
 
-test('workbench assistant greets the current employee without the old helper tag', () => {
+test('traditional workbench uses compact real reimbursement trend chart instead of assistant composer', () => {
   assert.doesNotMatch(workbench, /assistant-tag/)
   assert.doesNotMatch(workbench, /AI 报销助手/)
-  assert.match(workbench, /\{\{ typedTitlePrefix \}\}<span v-if="titleTypingDone">小财管家<\/span>/)
-  assert.match(workbench, /const heroTitleText = computed\(\(\) => `嗨，\$\{displayUserName\.value\}，我是您的 `\)/)
-  assert.match(workbench, /placeholder="一次性描述申请、报销和附件处理事项，小财管家会先拆解再执行\.\.\."/)
+  assert.doesNotMatch(workbench, /class="panel assistant-hero workbench-trend-hero"/)
+  assert.match(workbench, /class="workbench-trend-card"/)
+  assert.match(workbench, /报销趋势/)
+  assert.match(workbench, /import TrendChart from '\.\.\/charts\/TrendChart\.vue'/)
+  assert.match(workbench, /<TrendChart[\s\S]*mode="compareAmount"/)
+  assert.match(workbench, /:labels="reimbursementTrendLabels"/)
+  assert.match(workbench, /:claim-amount="reimbursementTrendAmounts"/)
+  assert.match(workbench, /:comparison-amount="reimbursementTrendPreviousAmounts"/)
+  assert.match(workbench, /compact/)
+  assert.match(workbench, /与分析看板同源/)
+  assert.doesNotMatch(workbench, /class="trend-chart-svg"/)
+  assert.doesNotMatch(workbench, /currentTrendPath/)
+  assert.doesNotMatch(workbench, /comparisonTrendPath/)
+  assert.doesNotMatch(workbench, /reimbursementTrendPoints/)
+  assert.doesNotMatch(workbench, /FALLBACK_REIMBURSEMENT_TREND_ROWS/)
+  assert.doesNotMatch(workbench, /assistant-composer/)
+  assert.doesNotMatch(workbench, /textarea/)
+  assert.doesNotMatch(workbench, /quick-prompts/)
+  assert.doesNotMatch(workbench, /useWorkbenchComposerDate/)
   assert.match(workbench, /const displayUserName = computed/)
   assert.match(workbench, /user\.name/)
+  assert.match(workbenchStyles, /--hero-title-size:\s*34px;/)
+  assert.match(workbenchStyles, /--trend-card-min-height:\s*260px;/)
+  assert.match(workbenchStyles, /\.workbench\s*\{[\s\S]*display:\s*flex;[\s\S]*flex-direction:\s*column;/)
+  assert.match(workbenchStyles, /\.workbench-trend-hero\s*\{[\s\S]*height:\s*var\(--trend-card-min-height\);[\s\S]*min-height:\s*0;/)
+  assert.match(workbenchStyles, /\.workbench-trend-card\s*\{[\s\S]*grid-template-columns:\s*minmax\(200px,\s*0\.28fr\) minmax\(0,\s*1fr\);/)
+  assert.match(workbenchStyles, /\.workbench-trend-card\s*\{[\s\S]*height:\s*100%;[\s\S]*min-height:\s*0;/)
+  assert.match(workbenchStyles, /\.workbench-trend-card\s*\{[\s\S]*background:\s*transparent;[\s\S]*box-shadow:\s*none;/)
+  assert.match(workbenchStyles, /\.trend-total\s*\{[\s\S]*font-size:\s*clamp\(38px,\s*3\.3vw,\s*54px\);/)
+  assert.match(workbenchStyles, /\.capability-grid\s*\{[\s\S]*flex:\s*0 0 var\(--capability-row-height\);/)
+  assert.match(workbenchStyles, /\.workbench-content-grid\s*\{[\s\S]*flex:\s*1 1 auto;/)
+  assert.match(workbenchStyles, /\.trend-chart-panel\s*\{[\s\S]*min-height:\s*0;/)
 })
 
 test('workbench capability cards open assistant without injecting canned prompts', () => {
@@ -91,17 +115,22 @@ test('workbench capability cards keep user-entered context only', () => {
   assert.equal(payload.files, files)
 })
 
-test('workbench hero uses theme-tintable background image', () => {
-  assert.match(workbench, /hero-3d-banner\.png/)
+test('workbench trend panel is a single compact surface without background art overlay', () => {
+  assert.match(workbench, /class="workbench-trend-card"/)
+  assert.doesNotMatch(workbench, /hero-3d-banner\.png/)
   assert.doesNotMatch(workbench, /personal-workbench-hero-bg-theme-base\.(webp|png)/)
-  assert.match(workbench, /--assistant-bg-image.*workbenchHeroBackground/)
-  assert.match(workbenchStyles, /--assistant-theme-tint:[\s\S]*--theme-primary-rgb/)
-  assert.match(workbenchStyles, /url\("\.\.\/\.\.\/images\/workbench-hero-right-bg\.png"\) var\(--assistant-bg-position\) \/ var\(--assistant-decor-width\) auto no-repeat/)
-  assert.match(workbenchStyles, /\.assistant-hero::after\s*\{[\s\S]*content:\s*"";/)
-  assert.match(workbenchResponsiveStyles, /--assistant-bg-position:\s*right center;/)
+  assert.doesNotMatch(workbenchStyles, /url\("\.\.\/\.\.\/images\/workbench-hero-right-bg\.png"\)/)
+  assert.doesNotMatch(workbenchStyles, /\.assistant-hero::after/)
+  assert.doesNotMatch(workbenchResponsiveStyles, /--assistant-bg-position/)
+  assert.doesNotMatch(workbenchResponsiveStyles, /\.assistant-hero/)
   assert.doesNotMatch(workbenchResponsiveStyles, /homepage_backgraound/)
-  assert.ok(statSync(heroBackgroundAsset).size > 1024)
-  assert.ok(statSync(heroBackgroundAsset).size < 600 * 1024)
+})
+
+test('workbench hero does not own the global AI mode switch', () => {
+  assert.doesNotMatch(workbench, /workbench-mode-switch/)
+  assert.doesNotMatch(workbench, /ai-mode-toggle/)
+  assert.doesNotMatch(workbenchStyles, /workbench-mode-switch/)
+  assert.doesNotMatch(workbenchResponsiveStyles, /workbench-mode-switch/)
 })
 
 test('workbench cards use layered glass material instead of texture-led cards', () => {
@@ -141,13 +170,16 @@ test('workbench cards use layered glass material instead of texture-led cards',
   assert.ok(statSync(panelGlassAsset).size < 24 * 1024)
 })
 
-test('workbench submit shows intent recognition feedback before assistant opens', () => {
-  assert.match(workbench, /class="assistant-intent-status"/)
-  assert.match(workbench, /aria-live="polite"/)
-  assert.match(workbench, /正在识别意图，准备进入对应助手/)
-  assert.match(workbench, /startPendingAction\('intent'\)/)
-  assert.match(workbench, /if \(open\) \{\s*clearPendingAction\(\)/)
-  assert.match(workbench, /:readonly="isComposerPending"/)
+test('traditional workbench no longer keeps composer pending state', () => {
+  assert.doesNotMatch(workbench, /class="assistant-intent-status"/)
+  assert.doesNotMatch(workbench, /正在识别意图，准备进入对应助手/)
+  assert.doesNotMatch(workbench, /startPendingAction\('intent'\)/)
+  assert.doesNotMatch(workbench, /isComposerPending/)
+  assert.doesNotMatch(workbench, /assistantDraft/)
+  assert.doesNotMatch(workbench, /fetchLatestConversation/)
+  assert.doesNotMatch(workbench, /clearUserConversations/)
+  assert.match(workbench, /function openCapabilityAssistant\(item\)/)
+  assert.match(workbench, /buildWorkbenchCapabilityAssistantPayload\(item,\s*buildAssistantPayload\(\)\)/)
 })
 
 test('workbench document progress has range filter, document types and empty state', () => {
diff --git a/web/tests/personal-workbench-compact-laptop.test.mjs b/web/tests/personal-workbench-compact-laptop.test.mjs
index 06b6a5a..5e1c794 100644
--- a/web/tests/personal-workbench-compact-laptop.test.mjs
+++ b/web/tests/personal-workbench-compact-laptop.test.mjs
@@ -8,20 +8,26 @@ const responsiveStyles = readFileSync(
   'utf8'
 )
 
-test('personal workbench compacts hero input and capability cards on laptop screens', () => {
+test('personal workbench compacts trend chart and capability cards on laptop screens', () => {
   assert.match(
     responsiveStyles,
     /@media \(min-width: 961px\) and \(max-width: 1440px\),\s*\n\s*\(min-width: 961px\) and \(max-height: 820px\)/
   )
-  assert.match(responsiveStyles, /--hero-padding-top:\s*14px;/)
-  assert.match(responsiveStyles, /--hero-padding-bottom:\s*14px;/)
-  assert.match(responsiveStyles, /--hero-title-size:\s*24px;/)
-  assert.match(responsiveStyles, /--composer-min-height:\s*92px;/)
-  assert.match(responsiveStyles, /--composer-textarea-height:\s*38px;/)
-  assert.match(responsiveStyles, /--capability-row-height:\s*82px;/)
-  assert.match(responsiveStyles, /\.assistant-copy h1\s*\{[\s\S]*font-size:\s*var\(--hero-title-size\);/)
-  assert.match(responsiveStyles, /\.assistant-composer\s*\{[\s\S]*padding:\s*var\(--composer-padding-block\) 14px 8px;/)
-  assert.match(responsiveStyles, /\.quick-prompts button\s*\{[\s\S]*min-height:\s*24px;/)
-  assert.match(responsiveStyles, /\.capability-card\s*\{[\s\S]*grid-template-columns:\s*34px minmax\(0,\s*1fr\) 14px;[\s\S]*padding:\s*12px 12px 12px 16px;/)
-  assert.match(responsiveStyles, /@media \(max-width: 760px\)[\s\S]*\.workbench\s*\{[\s\S]*grid-template-rows:\s*none;/)
+  assert.match(responsiveStyles, /--hero-title-size:\s*30px;/)
+  assert.match(responsiveStyles, /--trend-card-min-height:\s*232px;/)
+  assert.match(responsiveStyles, /--capability-row-height:\s*102px;/)
+  assert.match(responsiveStyles, /\.workbench-trend-hero\s*\{[\s\S]*padding:\s*24px 18px 10px 18px;/)
+  assert.match(responsiveStyles, /\.trend-summary-panel h1\s*\{[\s\S]*font-size:\s*var\(--hero-title-size\);/)
+  assert.match(responsiveStyles, /\.workbench-trend-card\s*\{[\s\S]*min-height:\s*0;/)
+  assert.match(responsiveStyles, /\.trend-chart-panel\s*\{[\s\S]*min-height:\s*0;/)
+  assert.match(responsiveStyles, /\.trend-total\s*\{[\s\S]*font-size:\s*42px;/)
+  assert.match(responsiveStyles, /\.trend-chart-head strong\s*\{[\s\S]*font-size:\s*14px;/)
+  assert.match(responsiveStyles, /\.trend-summary-panel small\s*\{[\s\S]*display:\s*none;/)
+  assert.doesNotMatch(responsiveStyles, /\.assistant-hero/)
+  assert.doesNotMatch(responsiveStyles, /--assistant-bg-position/)
+  assert.match(responsiveStyles, /\.capability-card\s*\{[\s\S]*grid-template-columns:\s*40px minmax\(0,\s*1fr\) 16px;[\s\S]*padding:\s*15px 14px 15px 18px;/)
+  assert.doesNotMatch(responsiveStyles, /--composer-min-height/)
+  assert.match(responsiveStyles, /@media \(max-width: 760px\)[\s\S]*\.workbench\s*\{[\s\S]*height:\s*auto;/)
+  assert.match(responsiveStyles, /@media \(max-width: 760px\)[\s\S]*\.trend-summary-panel\s*\{[\s\S]*transform:\s*none;/)
+  assert.doesNotMatch(responsiveStyles, /grid-template-rows:\s*auto var\(--capability-row-height\)/)
 })
diff --git a/web/tests/sidebar-collapse.test.mjs b/web/tests/sidebar-collapse.test.mjs
index 57ed940..67c7bba 100644
--- a/web/tests/sidebar-collapse.test.mjs
+++ b/web/tests/sidebar-collapse.test.mjs
@@ -13,14 +13,20 @@ const sidebar = readFileSync(
   'utf8'
 )
 
+const sidebarStyles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/components/sidebar-rail.css', import.meta.url)),
+  'utf8'
+)
+
 const appStyles = readFileSync(
   fileURLToPath(new URL('../src/assets/styles/app.css', import.meta.url)),
   'utf8'
 )
 
 test('sidebar supports smooth animated collapsed layout', () => {
-  assert.match(appShell, /sidebarCollapsed = ref\(true\)/)
-  assert.match(appShell, /:class="\{ 'sidebar-collapsed': sidebarCollapsed \}"/)
+  assert.match(appShell, /sidebarCollapsed = ref\(false\)/)
+  assert.match(appShell, /'sidebar-collapsed': sidebarCollapsed/)
+  assert.match(appShell, /'workbench-ai-sidebar-active': isAiShellMode/)
   assert.match(appShell, /:collapsed="sidebarCollapsed"/)
   assert.match(appShell, /class="app-sidebar"/)
   assert.match(appShell, /@toggle-collapse="toggleSidebarCollapsed"/)
@@ -32,9 +38,15 @@ test('sidebar supports smooth animated collapsed layout', () => {
   assert.match(sidebar, /rail-collapsed/)
   assert.match(sidebar, /折叠侧边栏/)
   assert.match(sidebar, /展开侧边栏/)
-  assert.match(sidebar, /--rail-motion-duration: 320ms/)
-  assert.match(sidebar, /opacity var\(--rail-fade-duration\)/)
+  assert.match(sidebar, /class="user-actions"/)
+  assert.match(sidebar, /class="user-action user-logout"/)
+  assert.doesNotMatch(sidebar, /mdi-chevron-up/)
+  assert.match(sidebarStyles, /--rail-motion-duration: 220ms/)
+  assert.match(sidebarStyles, /opacity var\(--rail-fade-duration\)/)
+  assert.match(sidebarStyles, /\.rail-user\s*\{[\s\S]*height:\s*72px;[\s\S]*grid-template-columns:\s*42px minmax\(0,\s*1fr\) 44px;/)
+  assert.match(sidebarStyles, /\.user-actions\s*\{[\s\S]*grid-template-columns:\s*44px;/)
 
+  assert.match(appStyles, /--sidebar-expanded-width:\s*304px/)
   assert.match(appStyles, /--sidebar-collapsed-width: 64px/)
   assert.match(appStyles, /\.app-sidebar\s*\{[^}]*transition:\s*width var\(--sidebar-motion\)/)
   assert.match(appStyles, /\.app\.sidebar-collapsed\s+\.app-sidebar\s*\{\s*width:\s*var\(--sidebar-collapsed-width\)/)
diff --git a/web/tests/steward-field-completion-model.test.mjs b/web/tests/steward-field-completion-model.test.mjs
new file mode 100644
index 0000000..825f56d
--- /dev/null
+++ b/web/tests/steward-field-completion-model.test.mjs
@@ -0,0 +1,90 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  buildStewardFieldCompletionContinuation,
+  buildStewardFieldCompletionRawText,
+  resolveStewardRuntimeFieldCompletion
+} from '../src/views/scripts/stewardFieldCompletionModel.js'
+
+test('steward field completion maps ontology travel type and anchors reason update', () => {
+  const continuation = buildStewardFieldCompletionContinuation(
+    {
+      currentTask: {
+        summary: '2月20-23日上海出差',
+        ontology_fields: {
+          expense_type: 'travel',
+          time_range: '2026-02-20 至 2026-02-23',
+          location: '上海市'
+        },
+        missing_fields: ['reason']
+      }
+    },
+    'reason',
+    '辅助国网仿生产服务器部署'
+  )
+
+  const rawText = buildStewardFieldCompletionRawText({
+    preview: {
+      fields: {
+        applicationType: '',
+        time: '2026-02-20 至 2026-02-23',
+        location: '上海市',
+        reason: '',
+        days: '4天',
+        transportMode: '火车'
+      }
+    },
+    fieldKey: 'reason',
+    fieldLabel: '事由',
+    value: '辅助国网仿生产服务器部署',
+    continuation
+  })
+
+  assert.equal(continuation.currentTask.ontology_fields.reason, '辅助国网仿生产服务器部署')
+  assert.deepEqual(continuation.currentTask.missing_fields, [])
+  assert.match(rawText, /申请类型：差旅费用申请/)
+  assert.doesNotMatch(rawText, /申请类型：travel/)
+  assert.match(rawText, /用户已补充：事由：辅助国网仿生产服务器部署。/)
+  assert.match(rawText, /当前申请单字段的补充\/更新/)
+  assert.match(rawText, /不是新建申请或切换任务/)
+  assert.match(rawText, /不要把它改判为新的 IT 部署申请/)
+})
+
+test('steward runtime treats bare reason reply as current application field completion', () => {
+  const decision = resolveStewardRuntimeFieldCompletion(
+    '辅助国网仿生产服务器部署',
+    {
+      waiting_for: 'application_field_completion',
+      pending_application: {
+        message_id: 'application-preview-1',
+        ready_to_submit: false,
+        missing_fields: ['事由']
+      }
+    }
+  )
+
+  assert.deepEqual(decision, {
+    next_action: 'fill_current_application_field',
+    target_message_id: 'application-preview-1',
+    field_key: 'reason',
+    field_label: '事由',
+    field_value: '辅助国网仿生产服务器部署'
+  })
+})
+
+test('steward runtime keeps multi-field free text ambiguous for normal decision flow', () => {
+  assert.equal(
+    resolveStewardRuntimeFieldCompletion(
+      '辅助国网仿生产服务器部署',
+      {
+        waiting_for: 'application_field_completion',
+        pending_application: {
+          message_id: 'application-preview-1',
+          missing_fields: ['地点', '事由']
+        }
+      }
+    ),
+    null
+  )
+})
diff --git a/web/tests/steward-plan-message-copy.test.mjs b/web/tests/steward-plan-message-copy.test.mjs
new file mode 100644
index 0000000..96d14f9
--- /dev/null
+++ b/web/tests/steward-plan-message-copy.test.mjs
@@ -0,0 +1,73 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  buildStewardPlanMessageText,
+  buildStewardSuggestedActions
+} from '../src/views/scripts/stewardPlanModel.js'
+
+test('steward plan summary uses warm guidance copy for application flow', () => {
+  const message = buildStewardPlanMessageText({
+    tasks: [
+      {
+        task_id: 'task-1',
+        task_type: 'expense_application',
+        title: '费用申请 差旅',
+        assigned_agent: 'application_assistant',
+        confirmation_required: true
+      }
+    ],
+    next_action: 'confirm_create_application'
+  })
+
+  assert.match(message, /我先帮你把步骤理清楚/)
+  assert.match(message, /我先看了一下，你这次主要是 \*\*1 个事项\*\*/)
+  assert.match(message, /为了不让步骤混在一起/)
+  assert.match(message, /我会请申请助手先把申请单草稿整理出来/)
+  assert.match(message, /你看这个顺序是否合适/)
+  assert.match(message, /需要补充的信息会在具体步骤里再温和提醒你/)
+  assert.doesNotMatch(message, /我会这样推进/)
+  assert.doesNotMatch(message, /不会一次性把所有动作都执行掉/)
+  assert.doesNotMatch(message, /交给申请助手生成申请单核对结果/)
+})
+
+test('steward plan summary guides bare reimbursement intent into scene selection', () => {
+  const plan = {
+    tasks: [
+      {
+        task_id: 'task-reim-1',
+        task_type: 'reimbursement',
+        title: '费用报销 1',
+        assigned_agent: 'reimbursement_assistant',
+        confirmation_required: true,
+        ontology_fields: {
+          expense_type: 'other',
+          reason: '我要报销'
+        },
+        missing_fields: ['time_range', 'reason']
+      }
+    ],
+    confirmation_groups: [
+      {
+        confirmation_id: 'confirm-task-reim-1',
+        action_type: 'confirm_create_reimbursement_draft',
+        target_task_id: 'task-reim-1'
+      }
+    ],
+    next_action: 'confirm_task'
+  }
+
+  const message = buildStewardPlanMessageText(plan)
+
+  assert.match(message, /我来带你发起报销/)
+  assert.match(message, /你现在只说了要报销/)
+  assert.match(message, /先选报销场景/)
+  assert.match(message, /差旅费、交通费、住宿费/)
+  assert.doesNotMatch(message, /步骤混在一起/)
+  assert.doesNotMatch(message, /核对“费用报销 1”/)
+
+  const [action] = buildStewardSuggestedActions(plan)
+  assert.equal(action.label, '确定，选择报销场景')
+  assert.match(action.description, /先进入报销助手选择具体费用类型/)
+  assert.equal(action.payload.carry_text, '我要报销')
+})
diff --git a/web/tests/steward-plan-model-pending-flow.test.mjs b/web/tests/steward-plan-model-pending-flow.test.mjs
index 4e1ac73..c35da9e 100644
--- a/web/tests/steward-plan-model-pending-flow.test.mjs
+++ b/web/tests/steward-plan-model-pending-flow.test.mjs
@@ -2,9 +2,44 @@ import assert from 'node:assert/strict'
 import test from 'node:test'
 
 import {
+  buildStewardPlanMessageText,
   buildStewardSuggestedActions
 } from '../src/views/scripts/stewardPlanModel.js'
 
+test('steward pending flow confirmation renders extracted fields as table', () => {
+  const message = buildStewardPlanMessageText({
+    plan_id: 'steward-plan-pending-flow',
+    plan_status: 'needs_flow_confirmation',
+    next_action: 'confirm_flow',
+    pending_flow_confirmation: {
+      status: 'pending',
+      reason: '已先查询可关联申请单，当前仍需确认下一步。',
+      candidate_flows: [
+        {
+          flow_id: 'travel_application',
+          label: '先发起出差申请',
+          confidence: 0.82,
+          ontology_fields: {
+            time_range: '2026-02-20',
+            location: '上海',
+            expense_type: 'travel',
+            reason: '辅助国网仿生产服务器部署'
+          },
+          missing_fields: ['transport_mode']
+        }
+      ]
+    }
+  })
+
+  assert.match(message, /\| 字段 \| 内容 \|/)
+  assert.match(message, /\| 费用类型 \| 差旅 \|/)
+  assert.match(message, /\| 发生时间 \| 2026-02-20 \|/)
+  assert.match(message, /\| 地点 \| 上海 \|/)
+  assert.match(message, /\| 事由 \| 辅助国网仿生产服务器部署 \|/)
+  assert.doesNotMatch(message, /已提取到：\*\*/)
+  assert.match(message, /请先点击下方/)
+})
+
 test('steward pending flow confirmation builds candidate actions', () => {
   const actions = buildStewardSuggestedActions({
     plan_id: 'steward-plan-pending-flow',
diff --git a/web/tests/steward-plan-off-topic.test.mjs b/web/tests/steward-plan-off-topic.test.mjs
index d5e4710..bfd4c85 100644
--- a/web/tests/steward-plan-off-topic.test.mjs
+++ b/web/tests/steward-plan-off-topic.test.mjs
@@ -22,7 +22,7 @@ const OFF_TOPIC_PLAN = {
   attachment_groups: [],
   confirmation_groups: [],
   candidate_flows: [],
-  summary: '这看起来跟财务任务没什么关系...',
+  summary: '很抱歉主人，目前小财管家只能帮您整理**费用申请**和**费用报销**这两类事项。',
   suggested_prompts: [
     '我想要申请明天去北京出差3天，支撑客户现场实施',
     '我要报销上周去上海的高铁票',
@@ -64,24 +64,60 @@ test('isOffTopicStewardPlan returns true only for off_topic plan status', () =>
   assert.equal(isOffTopicStewardPlan({}), false)
 })
 
-test('buildStewardPlanMessageText renders friendly off_topic guidance', () => {
+test('buildStewardPlanMessageText renders backend-provided off_topic summary verbatim', () => {
+  // off_topic 文案由后端（含 LLM）生成，前端只负责透传，不再拼接标题/引导
   const text = buildStewardPlanMessageText(OFF_TOPIC_PLAN)
-  assert.match(text, /小财管家没看懂这件事/)
+  assert.equal(text, OFF_TOPIC_PLAN.summary)
   // 推荐话术本身不在正文里展示，而是作为按钮单独渲染，避免重复。
   for (const prompt of OFF_TOPIC_PLAN.suggested_prompts) {
     assert.equal(text.includes(prompt), false, `正文不应包含推荐话术：${prompt}`)
   }
 })
 
-test('buildStewardPlanMessageText keeps off_topic branch ahead of pending flow branch', () => {
-  // 即使 summary 缺省，也走 off_topic 分支而非默认任务文案
-  const text = buildStewardPlanMessageText({
-    plan_id: 'p-off-topic-default',
+test('buildStewardPlanMessageText adapts greeting vs meaningless vs off_business summaries', () => {
+  // 问候场景：礼貌回应主人
+  const greetingText = buildStewardPlanMessageText({
+    plan_id: 'p-greeting',
     plan_status: 'off_topic',
     next_action: 'none',
-    suggested_prompts: ['申请出差']
+    summary: '### 您好主人，很高兴为您服务\n\n请问您今天要办理什么业务？',
+    suggested_prompts: ['我想要申请明天去北京出差3天']
   })
-  assert.match(text, /小财管家没看懂这件事/)
+  assert.match(greetingText, /您好主人/)
+  assert.match(greetingText, /请问您今天要办理什么业务/)
+
+  // 无意义场景：温和解释 + 引导换种说法
+  const meaninglessText = buildStewardPlanMessageText({
+    plan_id: 'p-meaningless',
+    plan_status: 'off_topic',
+    next_action: 'none',
+    summary: '### 这句话我暂时没识别到财务事项\n\n很抱歉主人，目前小财管家只能帮您整理**费用申请**和**费用报销**。',
+    suggested_prompts: ['我想要申请明天去北京出差3天']
+  })
+  assert.match(meaninglessText, /这句话我暂时没识别到财务事项/)
+  assert.match(meaninglessText, /很抱歉主人/)
+
+  // 有意义但非业务场景：LLM 生成的文案（这里 mock 模拟）
+  const llmText = '### 抱歉主人，这句话我暂时帮不上忙\n\n主人聊的是天气，小财管家目前只能帮您整理**费用申请**和**费用报销**。'
+  const offBusinessText = buildStewardPlanMessageText({
+    plan_id: 'p-off-business',
+    plan_status: 'off_topic',
+    next_action: 'none',
+    summary: llmText,
+    suggested_prompts: ['我想要申请明天去北京出差3天']
+  })
+  assert.equal(offBusinessText, llmText)
+})
+
+test('buildStewardPlanMessageText falls back to client template when summary is missing', () => {
+  // 后端 summary 缺失时，前端有兜底文案保证体验不空白
+  const text = buildStewardPlanMessageText({
+    plan_id: 'p-empty',
+    plan_status: 'off_topic',
+    next_action: 'none',
+    suggested_prompts: []
+  })
+  assert.match(text, /这句话我暂时没识别到财务事项/)
   assert.match(text, /费用申请.*费用报销|费用报销.*费用申请/)
 })
 
diff --git a/web/tests/topbar-ai-mode-switch.test.mjs b/web/tests/topbar-ai-mode-switch.test.mjs
new file mode 100644
index 0000000..7464faa
--- /dev/null
+++ b/web/tests/topbar-ai-mode-switch.test.mjs
@@ -0,0 +1,39 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+const topbar = readFileSync(
+  fileURLToPath(new URL('../src/components/layout/TopBar.vue', import.meta.url)),
+  'utf8'
+)
+const topbarStyles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/components/top-bar.css', import.meta.url)),
+  'utf8'
+)
+
+test('workbench topbar places the colorful AI mode button after the company switcher', () => {
+  assert.match(topbar, /<button class="company-switcher"[\s\S]*aria-label="切换公司"[\s\S]*<\/button>\s*<button[\s\S]*class="topbar-ai-mode-toggle"/)
+  assert.match(topbar, /class="topbar-ai-mode-toggle__glyph">AI<\/span>/)
+  assert.match(topbar, /@click="toggleTopbarWorkbenchMode"/)
+  assert.match(topbar, /:aria-pressed="isTopbarAiMode"/)
+  assert.match(topbar, /:title="topbarWorkbenchModeTitle"/)
+  assert.match(topbar, /workbenchMode:\s*\{[\s\S]*type:\s*String,[\s\S]*default:\s*'traditional'/)
+  assert.doesNotMatch(topbar, /const topbarWorkbenchMode = ref/)
+  assert.match(topbar, /const isTopbarAiMode = computed\(\(\) => props\.workbenchMode === 'ai'\)/)
+  assert.match(topbar, /const topbarWorkbenchModeTitle = computed/)
+  assert.match(topbar, /const showAiModeUtilityActions = computed\(\(\) => isTopbarAiMode\.value && !isWorkbench\.value\)/)
+  assert.match(topbar, /<div v-if="showAiModeUtilityActions" class="topbar-utility-actions"/)
+  assert.match(topbar, /function toggleTopbarWorkbenchMode\(\)/)
+  assert.match(topbar, /emit\('toggleWorkbenchMode'\)/)
+})
+
+test('topbar AI mode button keeps a circular colorful text treatment', () => {
+  assert.match(topbarStyles, /\.topbar-ai-mode-toggle\s*\{[\s\S]*width:\s*38px;[\s\S]*height:\s*38px;[\s\S]*border-radius:\s*50%;/)
+  assert.match(topbarStyles, /\.topbar-ai-mode-toggle\s*\{[\s\S]*conic-gradient\(from 210deg,[\s\S]*border-box;/)
+  assert.match(topbarStyles, /\.topbar-ai-mode-toggle__glyph\s*\{[\s\S]*linear-gradient\(135deg,[\s\S]*background-clip:\s*text;[\s\S]*letter-spacing:\s*0;/)
+  assert.match(topbarStyles, /\.topbar-ai-mode-toggle:hover,[\s\S]*\.topbar-ai-mode-toggle:focus-visible\s*\{[\s\S]*transform:\s*translateY\(-1px\);/)
+  assert.match(topbarStyles, /\.topbar-utility-actions\s*\{[\s\S]*display:\s*inline-flex;[\s\S]*justify-content:\s*flex-end;/)
+  assert.match(topbarStyles, /@media \(max-width: 960px\)[\s\S]*\.topbar-ai-mode-toggle\s*\{[\s\S]*width:\s*34px;[\s\S]*height:\s*34px;/)
+  assert.match(topbarStyles, /@media \(max-width: 640px\)[\s\S]*\.topbar-ai-mode-toggle\s*\{[\s\S]*flex:\s*0 0 34px;/)
+})
diff --git a/web/tests/travel-reimbursement-guided-flow.test.mjs b/web/tests/travel-reimbursement-guided-flow.test.mjs
index 95b19dd..21c39b9 100644
--- a/web/tests/travel-reimbursement-guided-flow.test.mjs
+++ b/web/tests/travel-reimbursement-guided-flow.test.mjs
@@ -454,6 +454,8 @@ test('guided flow is local until final confirmation or collected query handoff',
   assert.match(createViewScript, /if \(await handleGuidedComposerSubmit\(options\)\) \{[\s\S]*return null[\s\S]*\}[\s\S]*return submitComposerInternal\(options\)/)
   assert.match(suggestedActionsScript, /ASSISTANT_SCOPE_ACTION_SWITCH/)
   assert.match(suggestedActionsScript, /actionPayload\.carry_text/)
+  assert.match(createViewScript, /targetSessionType === SESSION_TYPE_EXPENSE[\s\S]*carryText === '我要报销'[\s\S]*pushExpenseSceneSelectionPrompt\(carryText\)/)
+  assert.match(suggestedActionsScript, /targetSessionType === SESSION_TYPE_EXPENSE[\s\S]*carryText === '我要报销'[\s\S]*pushExpenseSceneSelectionPrompt\(carryText\)/)
   assert.match(submitComposerScript, /resolveAssistantScopeGuard/)
   assert.match(submitComposerScript, /skipScopeGuard/)
   assert.match(guidedFlowScript, /submitExistingComposer\(submitOptions\)/)
diff --git a/web/tests/travel-request-detail-risk-advice.test.mjs b/web/tests/travel-request-detail-risk-advice.test.mjs
index 9e45721..46e2e0a 100644
--- a/web/tests/travel-request-detail-risk-advice.test.mjs
+++ b/web/tests/travel-request-detail-risk-advice.test.mjs
@@ -300,19 +300,34 @@ test('risk cards carry structured business stage for approval advice filtering',
 test('stage risk advice card focuses on document risks without profile or budget boards', () => {
   assert.match(stageRiskAdviceCard, /employee-risk-decision-panel/)
   assert.match(stageRiskAdviceCard, /综合审核结论/)
-  assert.match(stageRiskAdviceCard, /建议结论/)
-  assert.match(stageRiskAdviceCard, /\{\{ decisionAction \}\}/)
+  assert.match(stageRiskAdviceCard, /是否建议通过/)
+  assert.match(stageRiskAdviceCard, /\{\{ decisionBadgeLabel \}\}/)
+  assert.match(stageRiskAdviceCard, /employee-risk-review-summary/)
+  assert.match(stageRiskAdviceCard, /reviewSummaryItems/)
+  assert.match(stageRiskAdviceCard, /风险概览/)
+  assert.match(stageRiskAdviceCard, /重点依据/)
+  assert.match(stageRiskAdviceCard, /审核建议/)
+  assert.match(stageRiskAdviceCard, /stageRiskFactSummary/)
+  assert.match(stageRiskAdviceCard, /stageReviewBasisSummary/)
   assert.match(stageRiskAdviceCard, /compactEvidenceItems/)
   assert.match(stageRiskAdviceCard, /stageBasisTitle/)
   assert.match(stageRiskAdviceCard, /stageBasisHint/)
   assert.match(stageRiskAdviceCard, /employee-risk-profile-section/)
   assert.match(stageRiskAdviceCard, /employee-risk-profile-list/)
+  assert.match(stageRiskAdviceCard, /<details/)
+  assert.match(stageRiskAdviceCard, /申请审核建议/)
+  assert.match(stageRiskAdviceCard, /AI建议/)
+  assert.doesNotMatch(stageRiskAdviceCard, /报销审核建议/)
   assert.match(stageRiskAdviceCard, /classifyReimbursementRiskCards/)
   assert.match(stageRiskAdviceCard, /stripEmbeddedExplanationText/)
   assert.match(stageRiskAdviceCard, /if \(summary\) \{[\s\S]*return \[`已补充异常说明：\$\{summary\}`\]/)
   assert.match(stageRiskAdviceCard, /employee-risk-tone-pill/)
-  assert.match(stageRiskAdviceStyles, /\.employee-risk-decision-panel \{[\s\S]*grid-template-columns: minmax\(0, 1fr\) minmax\(220px, 32%\);/)
+  assert.match(stageRiskAdviceStyles, /\.employee-risk-decision-panel \{[\s\S]*grid-template-columns: minmax\(0, 1\.15fr\) minmax\(220px, \.85fr\);/)
+  assert.match(stageRiskAdviceStyles, /\.employee-risk-review-summary \{[\s\S]*display: flex;[\s\S]*flex-wrap: wrap;/)
+  assert.match(stageRiskAdviceStyles, /\.employee-risk-review-item \{[\s\S]*flex: 1 1 180px;/)
   assert.match(stageRiskAdviceStyles, /\.employee-risk-profile-list \{[\s\S]*grid-template-columns: 1fr;/)
+  assert.match(stageRiskAdviceStyles, /\.employee-risk-evidence-row summary \{[\s\S]*cursor: pointer;/)
+  assert.match(stageRiskAdviceStyles, /\.employee-risk-evidence-title::after \{[\s\S]*content: '展开';/)
   assert.match(stageRiskAdviceStyles, /\.employee-risk-evidence-row li \{[\s\S]*white-space: normal;/)
   assert.doesNotMatch(stageRiskAdviceStyles, /grid-row: span 2/)
   assert.match(stageRiskAdviceCard, /建议退回补充票据、行程说明或超标原因/)
@@ -320,8 +335,8 @@ test('stage risk advice card focuses on document risks without profile or budget
   assert.match(stageRiskAdviceCard, /请核对已补充说明是否覆盖风险点/)
   assert.match(stageRiskAdviceCard, /已补充异常说明/)
   assert.match(stageRiskAdviceCard, /可按权限继续审批/)
-  assert.match(stageRiskAdviceCard, /申请单风险依据/)
-  assert.match(stageRiskAdviceCard, /报销单风险依据/)
+  assert.match(stageRiskAdviceCard, /申请单关键依据/)
+  assert.match(stageRiskAdviceCard, /报销单关键依据/)
   assert.doesNotMatch(stageRiskAdviceCard, /人员行为画像/)
   assert.doesNotMatch(stageRiskAdviceCard, /部门预算执行/)
   assert.doesNotMatch(stageRiskAdviceCard, /title: '说明与佐证'/)
@@ -631,7 +646,9 @@ test('AI advice template renders grouped section titles with completion before r
   assert.match(detailViewScript, /const showCompactSafeAdvice = computed/)
   assert.match(detailViewScript, /const showAiAdvicePanel = computed\(\(\) => \(/)
   assert.match(detailViewScript, /isCurrentApplicant\.value && !isApplicationDocument\.value && hasVisibleRiskCards\.value/)
-  assert.match(detailViewScript, /return '报销风险提示'/)
+  assert.match(detailViewScript, /return '风险提示'/)
+  assert.match(detailViewScript, /return isEditableRequest\.value \? 'AI建议' : '风险提示'/)
+  assert.doesNotMatch(detailViewScript, /return '报销风险提示'/)
   assert.match(detailViewScript, /canViewApprovalRiskAdvice\.value && aiAdvice\.value\.riskCards\.length > 0/)
   assert.match(detailViewScript, /buildTravelReceiptMaterialPrompts\(request\.value, expenseItems\.value\)/)
   assert.match(detailViewScript, /buildEmployeeProfileAdviceItems\(employeeRiskProfile\.value\)/)
@@ -648,9 +665,13 @@ test('AI advice template renders grouped section titles with completion before r
   )
 })
 
-test('AI advice risk section uses compact card styling hooks', () => {
+test('AI advice risk section keeps compact risk prompt styling', () => {
   assert.match(detailViewTemplate, /class="\['risk-advice-card', card\.tone, \{ 'is-highlighted': isHighlightedRiskCard\(card\) \}\]"/)
+  assert.match(detailViewTemplate, /class="risk-advice-point"/)
   assert.match(detailViewTemplate, /class="risk-advice-compact-meta"/)
+  assert.match(detailViewTemplate, /\{\{ card\.ruleBasis\[0\] \}\}/)
+  assert.doesNotMatch(detailViewTemplate, /risk-advice-detail-grid/)
+  assert.doesNotMatch(detailViewTemplate, /<dt>风险事实<\/dt>/)
   assert.doesNotMatch(detailViewTemplate, /section\.hiddenCount/)
   assert.doesNotMatch(detailViewTemplate, /risk-advice-more/)
   assert.doesNotMatch(detailViewTemplate, /card\.tags\?\.length/)
@@ -667,6 +688,7 @@ test('AI advice risk section uses compact card styling hooks', () => {
   assert.match(detailViewStyle, /\.risk-advice-card\.low/)
   assert.doesNotMatch(detailViewStyle, /\.risk-note-tag/)
   assert.match(detailViewStyle, /\.risk-advice-compact-meta span,\s*\.risk-advice-compact-meta em \{\s*margin: 0;/)
+  assert.doesNotMatch(detailViewStyle, /\.risk-advice-detail-grid/)
   assert.doesNotMatch(detailViewStyle, /\.risk-advice-more/)
 })
 
diff --git a/web/tests/workbench-ai-mode-expense-scene-action.test.mjs b/web/tests/workbench-ai-mode-expense-scene-action.test.mjs
new file mode 100644
index 0000000..6e7886b
--- /dev/null
+++ b/web/tests/workbench-ai-mode-expense-scene-action.test.mjs
@@ -0,0 +1,80 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+import { buildExpenseSceneSelectionActions } from '../src/utils/expenseAssistantActions.js'
+import { buildExpenseSceneSelectionMessage } from '../src/views/scripts/travelReimbursementConversationModel.js'
+
+const aiMode = readFileSync(
+  fileURLToPath(new URL('../src/components/business/PersonalWorkbenchAiMode.vue', import.meta.url)),
+  'utf8'
+)
+
+test('expense scene selection message asks for type first and mentions application gate', () => {
+  const text = buildExpenseSceneSelectionMessage('帮我发起一笔报销，并检查需要准备哪些票据材料。')
+
+  assert.match(text, /先选|选择.*报销类型|报销场景/)
+  assert.match(text, /差旅|招待|申请单|关联申请单/)
+})
+
+test('expense scene actions mark travel and meal as requiring application', () => {
+  const actions = buildExpenseSceneSelectionActions('帮我发起一笔报销，并检查需要准备哪些票据材料。')
+  const travel = actions.find((action) => action.payload.expense_type === 'travel')
+  const meal = actions.find((action) => action.payload.expense_type === 'meal')
+  const transport = actions.find((action) => action.payload.expense_type === 'transport')
+
+  assert.equal(travel.payload.requires_application_before_reimbursement, true)
+  assert.equal(travel.payload.next_session_type, 'application')
+  assert.equal(meal.payload.requires_application_before_reimbursement, true)
+  assert.equal(meal.payload.next_session_type, 'application')
+  assert.equal(transport.payload.requires_application_before_reimbursement, false)
+  assert.equal(transport.payload.next_session_type, 'expense')
+})
+
+test('AI mode quick reimbursement card opens scene selection before steward plan', () => {
+  assert.match(
+    aiMode,
+    /function runAiModeAction\(item\) {[\s\S]{0,220}pushInlineExpenseSceneSelectionPrompt\(item\.prompt, item\.label\)/
+  )
+})
+
+test('AI mode expense scene selection stays in the inline conversation without opening the create view', () => {
+  assert.match(aiMode, /actionType === 'select_expense_type'/)
+  assert.doesNotMatch(aiMode, /emit\('open-assistant'/)
+})
+
+test('AI mode offers an inline application shortcut when no candidate application exists', () => {
+  assert.match(aiMode, /!candidates\.length/)
+  assert.match(aiMode, /ai_application_start_inline/)
+  assert.match(aiMode, /buildRequiredApplicationMissingText/)
+  assert.match(aiMode, /function startAiApplicationDraft/)
+})
+
+test('AI mode steward reimbursement action opens expense scene selection locally', () => {
+  assert.match(aiMode, /buildExpenseSceneSelectionMessage/)
+  assert.match(aiMode, /buildExpenseSceneSelectionActions/)
+  assert.match(aiMode, /SESSION_TYPE_EXPENSE/)
+  assert.match(aiMode, /function pushInlineExpenseSceneSelectionPrompt/)
+  assert.match(aiMode, /payload\?\.session_type[\s\S]*SESSION_TYPE_EXPENSE/)
+  assert.match(aiMode, /pushInlineExpenseSceneSelectionPrompt\(carryText, action\.label\)/)
+  assert.match(
+    aiMode,
+    /SESSION_TYPE_EXPENSE[\s\S]{0,140}pushInlineExpenseSceneSelectionPrompt\(carryText, action\.label\)[\s\S]{0,40}return/
+  )
+})
+
+test('AI mode attaches required application lookup result before steward planning', () => {
+  assert.match(aiMode, /async function attachAiRequiredApplicationGate\(planRequest, prompt\)/)
+  assert.match(aiMode, /fetchExpenseClaims\(\)/)
+  assert.match(aiMode, /filterRequiredApplicationCandidates\(claims, 'travel', currentUser\.value \|\| \{\}\)/)
+  assert.match(aiMode, /required_application_gate/)
+  assert.match(aiMode, /await attachAiRequiredApplicationGate\(planRequest, prompt\)/)
+})
+
+test('AI mode automatically continues required application gate decisions from steward plan', () => {
+  assert.match(aiMode, /function continueAiRequiredApplicationGateFromPlan\(normalizedPlan\)/)
+  assert.match(aiMode, /flow\.flowId === 'travel_application'[\s\S]*startAiApplicationDraft\('travel', '差旅费'/)
+  assert.match(aiMode, /flow\.flowId === 'travel_reimbursement'[\s\S]*startAiExpenseDraft\('travel', '差旅费', true/)
+  assert.match(aiMode, /continueAiRequiredApplicationGateFromPlan\(normalizedPlan\)/)
+})
diff --git a/web/tests/workbench-ai-mode-switch.test.mjs b/web/tests/workbench-ai-mode-switch.test.mjs
new file mode 100644
index 0000000..0045b49
--- /dev/null
+++ b/web/tests/workbench-ai-mode-switch.test.mjs
@@ -0,0 +1,386 @@
+import assert from 'node:assert/strict'
+import { execFileSync } from 'node:child_process'
+import { readFileSync, statSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+function readSource(path) {
+  try {
+    return readFileSync(fileURLToPath(new URL(path, import.meta.url)), 'utf8')
+  } catch {
+    return ''
+  }
+}
+
+function readRuleBody(source, selector) {
+  const escapedSelector = selector.replace(/[.*+?^${}()|[\]\\]/g, '\\$&')
+  const match = source.match(new RegExp(`${escapedSelector}\\s*\\{([\\s\\S]*?)\\}`))
+  return match?.[1] || ''
+}
+
+function countGifFrameBlocks(buffer) {
+  let count = 0
+  for (let index = 0; index < buffer.length - 2; index += 1) {
+    if (buffer[index] === 0x21 && buffer[index + 1] === 0xf9 && buffer[index + 2] === 0x04) {
+      count += 1
+    }
+  }
+  return count
+}
+
+function measureGifMotion(assetPath) {
+  const script = `
+from PIL import Image, ImageSequence
+import json
+import sys
+
+image = Image.open(sys.argv[1])
+frames = [frame.convert("RGB").resize((64, 64)) for frame in ImageSequence.Iterator(image)]
+
+def delta(left, right):
+    left_pixels = left.load()
+    right_pixels = right.load()
+    total = 0
+    for y in range(64):
+        for x in range(64):
+            a = left_pixels[x, y]
+            b = right_pixels[x, y]
+            total += abs(a[0] - b[0]) + abs(a[1] - b[1]) + abs(a[2] - b[2])
+    return total / (64 * 64 * 3)
+
+adjacent = [delta(frames[index], frames[index + 1]) for index in range(len(frames) - 1)]
+adjacent_sorted = sorted(adjacent)
+median = adjacent_sorted[len(adjacent_sorted) // 2]
+print(json.dumps({
+    "medianAdjacentDelta": median,
+    "seamDelta": delta(frames[-1], frames[0])
+}))
+`
+  return JSON.parse(execFileSync('python3', ['-', assetPath], {
+    encoding: 'utf8',
+    input: script
+  }).trim())
+}
+
+function measureGifDuration(assetPath) {
+  const script = `
+from PIL import Image
+import sys
+
+image = Image.open(sys.argv[1])
+total = 0
+for index in range(getattr(image, "n_frames", 1)):
+    image.seek(index)
+    total += image.info.get("duration", 0)
+print(total)
+`
+  return Number(execFileSync('python3', ['-', assetPath], {
+    encoding: 'utf8',
+    input: script
+  }).trim())
+}
+
+function measureOrbAssetPresentation(assetPath) {
+  const script = `
+from PIL import Image
+import json
+import sys
+
+image = Image.open(sys.argv[1])
+frame_count = getattr(image, "n_frames", 1)
+width, height = image.size
+minimum_corner_luma = 255
+maximum_corner_luma = 0
+minimum_background_similarity_ratio = 1
+minimum_foreground_width_ratio = 1
+minimum_foreground_height_ratio = 1
+
+for index in range(frame_count):
+    if frame_count > 1:
+        image.seek(index)
+    rgb = image.convert("RGB")
+    corners = [
+        rgb.getpixel((0, 0)),
+        rgb.getpixel((width - 1, 0)),
+        rgb.getpixel((0, height - 1)),
+        rgb.getpixel((width - 1, height - 1)),
+    ]
+    corner_lumas = [sum(pixel) / 3 for pixel in corners]
+    minimum_corner_luma = min(minimum_corner_luma, min(corner_lumas))
+    maximum_corner_luma = max(maximum_corner_luma, max(corner_lumas))
+    background = tuple(round(sum(pixel[channel] for pixel in corners) / len(corners)) for channel in range(3))
+    foreground_mask = Image.new("L", (width, height), 0)
+    foreground_pixels = foreground_mask.load()
+    background_similarity = 0
+    rgb_pixels = rgb.load()
+    for y in range(height):
+        for x in range(width):
+            pixel = rgb_pixels[x, y]
+            diff = sum(abs(pixel[channel] - background[channel]) for channel in range(3))
+            if diff > 22:
+                foreground_pixels[x, y] = 255
+            if diff <= 12:
+                background_similarity += 1
+    foreground_box = foreground_mask.getbbox()
+    if foreground_box:
+        minimum_foreground_width_ratio = min(
+            minimum_foreground_width_ratio,
+            (foreground_box[2] - foreground_box[0]) / width
+        )
+        minimum_foreground_height_ratio = min(
+            minimum_foreground_height_ratio,
+            (foreground_box[3] - foreground_box[1]) / height
+        )
+    minimum_background_similarity_ratio = min(
+        minimum_background_similarity_ratio,
+        background_similarity / (width * height)
+    )
+
+print(json.dumps({
+    "minimumCornerLuma": minimum_corner_luma,
+    "maximumCornerLuma": maximum_corner_luma,
+    "minimumBackgroundSimilarityRatio": minimum_background_similarity_ratio,
+    "minimumForegroundWidthRatio": minimum_foreground_width_ratio,
+    "minimumForegroundHeightRatio": minimum_foreground_height_ratio,
+    "width": width,
+    "height": height
+}))
+`
+  return JSON.parse(execFileSync('python3', ['-', assetPath], {
+    encoding: 'utf8',
+    input: script
+  }).trim())
+}
+
+const appShell = readSource('../src/views/AppShellRouteView.vue')
+const workbenchView = readSource('../src/views/PersonalWorkbenchView.vue')
+const aiMode = readSource('../src/components/business/PersonalWorkbenchAiMode.vue')
+const aiModeStyles = readSource('../src/assets/styles/components/personal-workbench-ai-mode.css')
+const workbenchViewStyles = readSource('../src/assets/styles/views/personal-workbench-view.css')
+const appStyles = readSource('../src/assets/styles/app.css')
+const aiBackgroundRule = readRuleBody(aiModeStyles, '.workbench-ai-mode::after')
+const orbRule = readRuleBody(aiModeStyles, '.workbench-ai-orb')
+const orbImageRule = readRuleBody(aiModeStyles, '.workbench-ai-orb__image')
+const composerRule = readRuleBody(aiModeStyles, '.workbench-ai-composer')
+const composerTextareaRule = readRuleBody(aiModeStyles, '.workbench-ai-composer textarea')
+const orbIconAsset = fileURLToPath(
+  new URL('../src/assets/workbench-ai-mode-orb-icon.gif', import.meta.url)
+)
+const orbIconPngAsset = fileURLToPath(
+  new URL('../src/assets/workbench-ai-mode-orb-icon.png', import.meta.url)
+)
+const orbIconBuffer = readFileSync(orbIconAsset)
+
+test('app shell owns the workbench mode and wires it through topbar and content', () => {
+  assert.match(appShell, /const workbenchMode = ref\('traditional'\)/)
+  assert.match(appShell, /function toggleWorkbenchMode\(\)/)
+  assert.match(appShell, /const nextMode = workbenchMode\.value === 'ai' \? 'traditional' : 'ai'/)
+  assert.match(appShell, /sidebarCollapsedBeforeAiMode\.value = sidebarCollapsed\.value/)
+  assert.match(appShell, /workbenchMode\.value = nextMode/)
+  assert.match(appShell, /sidebarCollapsed\.value = sidebarCollapsedBeforeAiMode\.value/)
+  assert.match(appShell, /<TopBar[\s\S]*:workbench-mode="workbenchMode"[\s\S]*@toggle-workbench-mode="toggleWorkbenchMode"/)
+  assert.match(appShell, /<PersonalWorkbenchView[\s\S]*:workbench-mode="workbenchMode"/)
+  assert.match(appShell, /const isAiShellMode = computed\(\(\) => workbenchMode\.value === 'ai'\)/)
+  assert.match(appShell, /const isWorkbenchAiMode = computed\(\(\) => activeView\.value === 'workbench' && workbenchMode\.value === 'ai'\)/)
+  assert.match(appShell, /'workbench-ai-sidebar-active': isAiShellMode/)
+  assert.match(appShell, /'workbench-workarea-ai-mode': isWorkbenchAiMode/)
+  assert.match(appStyles, /\.workarea\.workbench-workarea\.workbench-workarea-ai-mode\s*\{[\s\S]*padding:\s*0;[\s\S]*background:\s*transparent;/)
+})
+
+test('personal workbench view swaps the traditional dashboard with the AI mode screen', () => {
+  assert.match(workbenchView, /import PersonalWorkbenchAiMode from '\.\.\/components\/business\/PersonalWorkbenchAiMode\.vue'/)
+  assert.match(workbenchView, /<Transition[\s\S]*name="workbench-mode-fade"[\s\S]*mode="out-in"/)
+  assert.match(workbenchView, /<PersonalWorkbenchAiMode[\s\S]*v-if="workbenchMode === 'ai'"[\s\S]*key="ai"/)
+  assert.match(workbenchView, /:sidebar-command="aiSidebarCommand"/)
+  assert.match(workbenchView, /@conversation-change="emit\('ai-conversation-change', \$event\)"/)
+  assert.match(workbenchView, /@conversation-history-change="emit\('ai-conversation-history-change', \$event\)"/)
+  assert.match(workbenchView, /<PersonalWorkbench[\s\S]*v-else[\s\S]*key="traditional"/)
+  assert.match(workbenchView, /workbenchMode:\s*\{[\s\S]*type:\s*String,[\s\S]*default:\s*'traditional'/)
+  assert.match(workbenchView, /aiSidebarCommand:\s*\{[\s\S]*type:\s*Object/)
+  assert.match(workbenchView, /personal-workbench-view\.css/)
+  assert.match(workbenchViewStyles, /\.workbench-mode-fade-enter-active,[\s\S]*\.workbench-mode-fade-leave-active\s*\{[\s\S]*transition:/)
+  assert.match(workbenchViewStyles, /\.workbench-mode-fade-enter-from,[\s\S]*\.workbench-mode-fade-leave-to\s*\{[\s\S]*opacity:\s*0;[\s\S]*transform:\s*translateY\(10px\) scale\(0\.992\);/)
+  assert.match(workbenchViewStyles, /@media \(prefers-reduced-motion:\s*reduce\)/)
+})
+
+test('AI mode screen follows the approved reference structure', () => {
+  assert.match(aiMode, /personal-workbench-ai-mode\.css/)
+  assert.doesNotMatch(aiMode, /workbench-ai-mode-robot-bg\.png/)
+  assert.match(aiMode, /workbench-ai-mode-orb-icon\.gif/)
+  assert.match(aiMode, /<img[\s\S]*class="workbench-ai-orb__image"/)
+  assert.match(aiMode, /小财管家/)
+  assert.match(aiMode, /我是您的小财管家/)
+  assert.match(aiMode, /placeholder="今天我能帮您做点什么？"/)
+  assert.match(aiMode, /rows="3"/)
+  assert.match(aiMode, /workbench-ai-composer-toolbar/)
+  assert.match(aiMode, /Axiom Ultra 3\.1/)
+  assert.match(aiMode, /mdi mdi-calendar-range/)
+  assert.match(aiMode, /workbench-ai-date-popover/)
+  assert.match(aiMode, /type="date"/)
+  assert.doesNotMatch(aiMode, /mdi mdi-web/)
+  assert.match(aiMode, /mdi mdi-microphone-outline/)
+  assert.match(aiMode, /mdi mdi-arrow-up/)
+  assert.match(aiMode, /快速开始/)
+  assert.match(aiMode, /action-icon-wrapper/)
+  assert.match(aiMode, /发起报销/)
+  assert.match(aiMode, /查询预算/)
+  assert.match(aiMode, /解释制度/)
+  assert.match(aiMode, /催办审批/)
+  assert.match(aiMode, /<Transition name="workbench-ai-panel-swap" mode="out-in" appear>/)
+  assert.match(aiMode, /@submit\.prevent="submitAiModePrompt"/)
+  assert.equal((aiMode.match(/type="submit"[\s\S]{0,160}class="workbench-ai-send-btn"/g) || []).length, 2)
+  assert.match(aiMode, /class="workbench-ai-conversation"/)
+  assert.match(aiMode, /class="workbench-ai-thread"[\s\S]*@scroll\.passive="handleInlineConversationScroll"/)
+  assert.match(aiMode, /workbench-ai-answer-card/)
+  assert.match(aiMode, /workbench-ai-answer-markdown/)
+  assert.match(aiMode, /v-html="renderInlineMarkdown\(message\.content\)"/)
+  assert.match(aiMode, /workbench-ai-message-actions/)
+  assert.match(aiMode, /workbench-ai-conversation-actions/)
+  assert.match(aiMode, /scrollInlineConversationToTop/)
+  assert.match(aiMode, /requestDeleteCurrentConversation/)
+  assert.match(aiMode, /confirmDeleteConversation/)
+  assert.match(aiMode, /workbench-ai-confirm-dialog/)
+  assert.match(aiMode, /workbench-ai-thinking-toggle/)
+  assert.match(aiMode, /小财业务思考/)
+  assert.match(aiMode, /class="workbench-ai-thinking-expanded"/)
+  assert.match(aiMode, /class="workbench-ai-thinking-collapse-btn"/)
+  assert.match(aiMode, /class="workbench-ai-thinking-collapse-btn"[\s\S]*@click="toggleInlineThinking\(message\)"/)
+  assert.doesNotMatch(aiMode, /:disabled="message\.pending"/)
+  assert.match(aiMode, /isInlineThinkingExpanded/)
+  assert.match(aiMode, /toggleInlineThinking/)
+  assert.match(aiMode, /const thinkingCollapsedMessageIds = ref\(new Set\(\)\)/)
+  assert.match(aiMode, /thinkingCollapsedMessageIds\.value\.has\(message\.id\)/)
+  assert.match(aiMode, /nextCollapsedIds\.add\(message\.id\)/)
+  assert.match(aiMode, /nextCollapsedIds\.delete\(message\.id\)/)
+  assert.match(aiMode, /message\.pending && !hasInlineThinking\(message\)/)
+  assert.doesNotMatch(aiMode, /小财管家正在思考/)
+  assert.doesNotMatch(aiMode, /思考过程/)
+  assert.doesNotMatch(aiMode, /message\.pending \?/)
+  assert.match(aiMode, /placeholder="继续和小财管家对话\.\.\."/)
+  assert.match(aiMode, /import \{ fetchSettings \} from '\.\.\/\.\.\/services\/settings\.js'/)
+  assert.match(aiMode, /import \{ fetchStewardPlan, fetchStewardPlanStream \} from '\.\.\/\.\.\/services\/steward\.js'/)
+  assert.match(aiMode, /import \{ useWorkbenchComposerDate \} from '\.\.\/\.\.\/composables\/useWorkbenchComposerDate\.js'/)
+  assert.match(aiMode, /loadAiWorkbenchConversationHistory/)
+  assert.match(aiMode, /saveAiWorkbenchConversation/)
+  assert.match(aiMode, /deleteAiWorkbenchConversation/)
+  assert.match(aiMode, /import \{ renderMarkdown \} from '\.\.\/\.\.\/utils\/markdown\.js'/)
+  assert.match(aiMode, /buildStewardPlanRequest/)
+  assert.match(aiMode, /buildStewardPlanMessageText/)
+  assert.match(aiMode, /buildStewardSuggestedActions/)
+  assert.match(aiMode, /const emit = defineEmits\(\['conversation-change', 'conversation-history-change'\]\)/)
+  assert.match(aiMode, /function startInlineConversation\(prompt, entry = \{\}, files = \[\]\)/)
+  assert.match(aiMode, /activateInlineConversation\(\{[\s\S]*title:[\s\S]*\}\)[\s\S]*conversationMessages\.value\.push\(createInlineMessage\('user'/)
+  assert.match(aiMode, /persistCurrentConversation\(\)/)
+  assert.match(aiMode, /refreshConversationHistory\(\)/)
+  assert.match(aiMode, /fetchStewardPlanStream\(/)
+  assert.match(aiMode, /fetchStewardPlan\(/)
+  assert.match(aiMode, /const INLINE_ANSWER_STREAM_CHUNK_SIZE = 6/)
+  assert.match(aiMode, /function updateInlineMessageContent\(message, content\)/)
+  assert.match(aiMode, /async function streamInlineAssistantContent\(messageId, content\)/)
+  assert.match(aiMode, /const requiredApplicationContinuationFlow = resolveRequiredApplicationGateContinuationFlow\(normalizedPlan\)/)
+  assert.match(aiMode, /const finalMessageText = requiredApplicationContinuationFlow[\s\S]*buildAiRequiredApplicationGateAutoMessage\(normalizedPlan, requiredApplicationContinuationFlow\)[\s\S]*buildStewardPlanMessageText\(plan\)/)
+  assert.match(aiMode, /const hasServerStreamedContent = Boolean\(String\(pendingMessage\.content \|\| ''\)\.trim\(\)\)/)
+  assert.match(aiMode, /if \(!hasServerStreamedContent\) \{[\s\S]*await streamInlineAssistantContent\(pendingMessage\.id, finalMessageText\)[\s\S]*\}/)
+  assert.doesNotMatch(aiMode, /createInlineMessage\('assistant', buildStewardPlanMessageText\(plan\)/)
+  assert.doesNotMatch(aiMode, /runOrchestrator\(/)
+  assert.doesNotMatch(aiMode, /buildFallbackAnswer/)
+  assert.doesNotMatch(aiMode, /已使用本地回复/)
+  assert.doesNotMatch(aiMode, /emit\('open-assistant'/)
+  assert.match(aiModeStyles, /--ai-theme-rgb:\s*var\(--theme-primary-rgb/)
+  assert.match(aiModeStyles, /\.workbench-ai-mode\s*\{[\s\S]*min-height:\s*100%;[\s\S]*background:/)
+  assert.match(aiModeStyles, /\.workbench-ai-mode\.has-conversation\s*\{[\s\S]*place-items:\s*stretch;[\s\S]*padding:\s*0;/)
+  assert.match(aiModeStyles, /\.workbench-ai-composer\s*\{[\s\S]*border-radius:\s*20px;[\s\S]*box-shadow:/)
+  assert.match(composerRule, /min-height:\s*154px;/)
+  assert.match(composerRule, /grid-template-rows:\s*minmax\(80px,\s*1fr\) auto;/)
+  assert.match(composerTextareaRule, /min-height:\s*80px;/)
+  assert.doesNotMatch(aiModeStyles, /--workbench-ai-robot-image/)
+  assert.match(aiBackgroundRule, /inset:\s*0;/)
+  assert.match(aiBackgroundRule, /linear-gradient\(90deg,\s*rgba\(var\(--ai-theme-rgb\)/)
+  assert.match(aiBackgroundRule, /background-size:\s*56px 56px,\s*56px 56px,\s*auto,\s*auto;/)
+  assert.match(aiModeStyles, /\.workbench-ai-orb\s*\{[\s\S]*border-radius:\s*50%;/)
+  assert.match(orbRule, /rgba\(255,\s*255,\s*255,\s*0\.98\)/)
+  assert.match(orbRule, /rgba\(47,\s*124,\s*255,\s*0\.18\)/)
+  assert.match(orbRule, /width:\s*clamp\(118px,\s*8vw,\s*132px\);/)
+  assert.match(orbRule, /height:\s*clamp\(118px,\s*8vw,\s*132px\);/)
+  assert.match(orbRule, /animation:\s*workbenchAiControlIn/)
+  assert.match(orbImageRule, /width:\s*100%;/)
+  assert.match(orbImageRule, /height:\s*100%;/)
+  assert.match(orbImageRule, /object-fit:\s*contain;/)
+  assert.match(orbImageRule, /object-position:\s*center center;/)
+  assert.doesNotMatch(orbImageRule, /transform:/)
+  assert.match(aiModeStyles, /@keyframes workbenchAiControlIn\s*\{[\s\S]*opacity:\s*0;[\s\S]*translateY\(18px\)[\s\S]*opacity:\s*1;/)
+  assert.match(aiModeStyles, /\.workbench-ai-copy\s*\{[\s\S]*animation:\s*workbenchAiControlIn/)
+  assert.match(aiModeStyles, /\.workbench-ai-composer\s*\{[\s\S]*animation:\s*workbenchAiControlIn/)
+  assert.match(aiModeStyles, /\.workbench-ai-composer textarea\s*\{[\s\S]*animation:\s*workbenchAiControlIn/)
+  assert.match(aiModeStyles, /\.workbench-ai-icon-btn\s*\{[\s\S]*animation:\s*workbenchAiControlIn/)
+  assert.match(aiModeStyles, /\.workbench-ai-send-btn\s*\{[\s\S]*animation:\s*workbenchAiControlIn/)
+  assert.match(aiModeStyles, /\.workbench-ai-action:nth-child\(4\)\s*\{[\s\S]*animation-delay:\s*520ms;/)
+  assert.match(aiModeStyles, /\.workbench-ai-conversation\s*\{[\s\S]*grid-template-rows:\s*minmax\(0,\s*1fr\) auto;/)
+  assert.match(aiMode, /const inlineConversationAutoScrollPinned = ref\(true\)/)
+  assert.match(aiMode, /const INLINE_AUTO_SCROLL_THRESHOLD = 96/)
+  assert.match(aiMode, /const INLINE_LAYOUT_SETTLE_SCROLL_DELAY_MS = 260/)
+  assert.match(aiMode, /function isInlineConversationNearBottom\(\)/)
+  assert.match(aiMode, /function handleInlineConversationScroll\(\)\s*\{[\s\S]*inlineConversationAutoScrollPinned\.value = isInlineConversationNearBottom\(\)[\s\S]*\}/)
+  assert.match(aiMode, /function forceInlineConversationToBottom\(\)/)
+  assert.match(aiMode, /el\.scrollTop = el\.scrollHeight/)
+  assert.match(aiMode, /function scrollInlineConversationToBottom\(options = \{\}\)/)
+  assert.match(aiMode, /const shouldScroll = options\.force !== false/)
+  assert.match(aiMode, /if \(!shouldScroll\) \{[\s\S]*return[\s\S]*\}/)
+  assert.match(aiMode, /window\.requestAnimationFrame\(\(\) => \{[\s\S]*forceInlineConversationToBottom\(\)[\s\S]*\}\)/)
+  assert.match(aiMode, /window\.setTimeout\(\(\) => \{[\s\S]*if \(inlineConversationAutoScrollPinned\.value\) \{[\s\S]*forceInlineConversationToBottom\(\)[\s\S]*\}[\s\S]*\}, INLINE_LAYOUT_SETTLE_SCROLL_DELAY_MS\)/)
+  assert.match(aiMode, /const shouldAutoScroll = inlineConversationAutoScrollPinned\.value[\s\S]*updateInlineMessageContent\(message, streamedContent\)[\s\S]*scrollInlineConversationToBottom\(\{ force: shouldAutoScroll \}\)/)
+  assert.match(aiMode, /const shouldAutoScroll = inlineConversationAutoScrollPinned\.value[\s\S]*appendInlineMessageContent\(message, data\.delta \|\| data\.content \|\| data\.text \|\| ''\)[\s\S]*scrollInlineConversationToBottom\(\{ force: shouldAutoScroll \}\)/)
+  assert.match(aiMode, /inlineConversationAutoScrollPinned\.value = true[\s\S]*conversationMessages\.value\.push\(createInlineMessage\('user', cleanPrompt\)\)/)
+  assert.match(aiMode, /function openInlineRecentConversation\(item = \{\}\) \{[\s\S]*inlineConversationAutoScrollPinned\.value = true[\s\S]*conversationMessages\.value =/)
+  assert.doesNotMatch(aiMode, /scrollTo\(\{ top: el\.scrollHeight, behavior: 'smooth' \}\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-thread\s*\{[\s\S]*display:\s*flex;[\s\S]*flex-direction:\s*column;[\s\S]*overflow-y:\s*auto;[\s\S]*scrollbar-width:\s*none;/)
+  assert.match(aiModeStyles, /\.workbench-ai-thread\s*>\s*:first-child\s*\{[\s\S]*margin-top:\s*auto;/)
+  assert.match(aiModeStyles, /\.workbench-ai-message\s*\{[\s\S]*flex:\s*0 0 auto;/)
+  assert.match(aiModeStyles, /\.workbench-ai-empty-thread\s*\{[\s\S]*flex:\s*0 0 auto;/)
+  assert.doesNotMatch(aiModeStyles, /align-content:\s*end;/)
+  assert.doesNotMatch(aiModeStyles, /\.workbench-ai-thread\s*\{[\s\S]*scroll-behavior:\s*smooth;/)
+  assert.match(aiModeStyles, /\.workbench-ai-thread::-webkit-scrollbar\s*\{[\s\S]*display:\s*none;/)
+  assert.match(aiModeStyles, /\.workbench-ai-conversation-bottom\s*\{[\s\S]*position:\s*relative;[\s\S]*z-index:\s*6;/)
+  assert.doesNotMatch(aiModeStyles, /\.workbench-ai-conversation-bottom\s*\{[\s\S]*position:\s*sticky;/)
+  assert.doesNotMatch(aiModeStyles, /\.workbench-ai-conversation-bottom\s*\{[\s\S]*bottom:\s*0;/)
+  assert.match(aiModeStyles, /\.workbench-ai-conversation-bottom::before\s*\{[\s\S]*display:\s*none;/)
+  assert.match(aiModeStyles, /\.workbench-ai-thinking-panel\s*\{[\s\S]*display:\s*grid;[\s\S]*border:\s*1px solid rgba\(191,\s*219,\s*254,\s*0\.58\);/)
+  assert.match(aiModeStyles, /\.workbench-ai-thinking-toggle\s*\{[\s\S]*border:\s*0;[\s\S]*background:\s*transparent;/)
+  assert.match(aiModeStyles, /\.workbench-ai-thinking-list\s*\{[\s\S]*border:\s*0;[\s\S]*background:\s*transparent;[\s\S]*overflow:\s*visible;/)
+  assert.match(aiModeStyles, /\.workbench-ai-thinking-item\s*\{[\s\S]*grid-template-columns:\s*18px minmax\(0,\s*1fr\);/)
+  assert.match(aiModeStyles, /\.workbench-ai-thinking-dot\s*\{[\s\S]*justify-self:\s*center;/)
+  assert.doesNotMatch(aiModeStyles, /\.workbench-ai-thinking-collapse-btn:disabled/)
+  assert.match(aiModeStyles, /\.workbench-ai-thinking-collapse-enter-active,[\s\S]*\.workbench-ai-thinking-collapse-leave-active\s*\{[\s\S]*max-height 220ms ease/)
+  assert.match(aiModeStyles, /\.workbench-ai-confirm-dialog\s*\{[\s\S]*border-radius:\s*18px;/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-card\s*\{[\s\S]*box-shadow:\s*none;[\s\S]*backdrop-filter:\s*none;/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown\s*\{[\s\S]*line-height:\s*1\.86;/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(h3\)\s*\{[\s\S]*font-size:\s*21px;/)
+  assert.match(aiModeStyles, /\.workbench-ai-date-popover\s*\{[\s\S]*animation:\s*workbenchAiPopoverIn/)
+  assert.match(aiModeStyles, /\.workbench-ai-send-btn:not\(:disabled\)\s*\{[\s\S]*linear-gradient\(135deg,[\s\S]*#1d4ed8/)
+  assert.match(aiModeStyles, /\.workbench-ai-composer--inline\s*\{[\s\S]*min-height:\s*126px;[\s\S]*box-shadow:\s*none;/)
+  assert.match(aiModeStyles, /@media \(prefers-reduced-motion:\s*reduce\)[\s\S]*\.workbench-ai-action,[\s\S]*\.workbench-ai-message,[\s\S]*\.workbench-ai-composer--inline,[\s\S]*\.workbench-ai-date-popover,[\s\S]*\.workbench-ai-thinking-dot\s*\{[\s\S]*animation:\s*none;/)
+  assert.ok(statSync(orbIconAsset).size > 100 * 1024)
+  assert.ok(statSync(orbIconAsset).size < 3 * 1024 * 1024)
+  assert.ok(statSync(orbIconPngAsset).size > 100 * 1024)
+  assert.equal(orbIconBuffer.subarray(0, 6).toString('ascii'), 'GIF89a')
+  assert.ok(countGifFrameBlocks(orbIconBuffer) >= 120)
+  const gifMotion = measureGifMotion(orbIconAsset)
+  assert.ok(gifMotion.seamDelta > gifMotion.medianAdjacentDelta * 0.35)
+  assert.ok(gifMotion.seamDelta < gifMotion.medianAdjacentDelta * 1.8)
+  assert.ok(measureGifDuration(orbIconAsset) >= 8000)
+  assert.ok(measureGifDuration(orbIconAsset) / countGifFrameBlocks(orbIconBuffer) <= 75)
+  const gifPresentation = measureOrbAssetPresentation(orbIconAsset)
+  assert.equal(gifPresentation.width, 192)
+  assert.equal(gifPresentation.height, 192)
+  assert.ok(gifPresentation.minimumCornerLuma > 225)
+  assert.ok(gifPresentation.maximumCornerLuma < 250)
+  assert.ok(gifPresentation.minimumBackgroundSimilarityRatio > 0.25)
+  assert.ok(gifPresentation.minimumForegroundWidthRatio > 0.9)
+  assert.ok(gifPresentation.minimumForegroundHeightRatio > 0.9)
+  const pngPresentation = measureOrbAssetPresentation(orbIconPngAsset)
+  assert.ok(pngPresentation.minimumCornerLuma > 225)
+  assert.ok(pngPresentation.maximumCornerLuma < 250)
+  assert.ok(pngPresentation.minimumBackgroundSimilarityRatio > 0.25)
+  assert.ok(pngPresentation.minimumForegroundWidthRatio > 0.9)
+  assert.ok(pngPresentation.minimumForegroundHeightRatio > 0.9)
+})
diff --git a/web/tests/workbench-application-intent.test.mjs b/web/tests/workbench-application-intent.test.mjs
index 1f4d98d..3e4ff85 100644
--- a/web/tests/workbench-application-intent.test.mjs
+++ b/web/tests/workbench-application-intent.test.mjs
@@ -142,15 +142,29 @@ test('workbench model routing maps ontology result before entering assistant', (
   )
 })
 
-test('workbench ambiguous travel flow uses steward fast path before ontology parsing', () => {
-  const fastPathIndex = appShellComposable.indexOf(
-    'fallbackSessionType === ASSISTANT_SCOPE_SESSION_STEWARD'
-  )
-  const ontologyParseIndex = appShellComposable.indexOf('fetchOntologyParse(')
+test('workbench smart entry blocks unsupported non-business input before ontology parsing', () => {
+  const openSmartEntryStart = appShellComposable.indexOf('async function openSmartEntry(payload')
+  const closeSmartEntryStart = appShellComposable.indexOf('function closeSmartEntry(')
+  assert.ok(openSmartEntryStart >= 0, 'expected an openSmartEntry entry point')
+  assert.ok(closeSmartEntryStart > openSmartEntryStart, 'expected closeSmartEntry to follow openSmartEntry')
 
-  assert.ok(fastPathIndex >= 0, 'expected steward fallback fast path in smart entry routing')
+  const openSmartEntryBlock = appShellComposable.slice(openSmartEntryStart, closeSmartEntryStart)
+  const guardIndex = openSmartEntryBlock.indexOf('resolveAssistantScopeGuard(')
+  const blockedIndex = openSmartEntryBlock.indexOf('scopeGuard?.blocked')
+  const conversationIndex = openSmartEntryBlock.indexOf('buildUnsupportedBusinessScopeConversation(prompt')
+  const sessionTypeResolveIndex = openSmartEntryBlock.indexOf('resolveSmartEntrySessionType(payload)')
+
+  assert.ok(guardIndex >= 0, 'expected smart entry to use the business scope guard')
+  assert.ok(blockedIndex >= 0, 'expected smart entry to short-circuit blocked inputs')
+  assert.ok(conversationIndex >= 0, 'expected blocked smart entry inputs to seed an assistant conversation')
+  assert.ok(sessionTypeResolveIndex >= 0, 'expected smart entry to delegate session resolution')
   assert.ok(
-    fastPathIndex < ontologyParseIndex,
-    'expected steward fallback to return before slow ontology parsing'
+    blockedIndex < sessionTypeResolveIndex,
+    'expected blocked inputs to stop before ontology-driven session resolution'
+  )
+  assert.ok(
+    conversationIndex < sessionTypeResolveIndex,
+    'expected unsupported input guidance to be prepared before session resolution'
   )
 })
+
diff --git a/web/tests/workbench-composer-date.test.mjs b/web/tests/workbench-composer-date.test.mjs
index 62b74de..1ad44af 100644
--- a/web/tests/workbench-composer-date.test.mjs
+++ b/web/tests/workbench-composer-date.test.mjs
@@ -19,33 +19,19 @@ const workbenchDateComposable = readFileSync(
   fileURLToPath(new URL('../src/composables/useWorkbenchComposerDate.js', import.meta.url)),
   'utf8'
 )
-const workbenchStyles = readFileSync(
-  fileURLToPath(new URL('../src/assets/styles/components/personal-workbench.css', import.meta.url)),
-  'utf8'
-)
 const workbenchDateStyles = readFileSync(
   fileURLToPath(new URL('../src/assets/styles/components/personal-workbench-composer-date.css', import.meta.url)),
   'utf8'
 )
-const workbenchResponsiveStyles = readFileSync(
-  fileURLToPath(new URL('../src/assets/styles/components/personal-workbench-responsive.css', import.meta.url)),
-  'utf8'
-)
 
-test('workbench composer renders date picker beside attachment upload', () => {
-  assert.match(workbench, /aria-label="上传附件"[\s\S]*class="workbench-date-anchor"/)
-  assert.match(workbench, /aria-label="选择日期"/)
-  assert.match(workbench, /class="workbench-date-chip"/)
-  assert.match(workbench, /removeWorkbenchDateTag/)
-  assert.match(workbench, /composer-date-popover/)
-  assert.match(workbench, /setWorkbenchDateMode\('single'\)/)
-  assert.match(workbench, /setWorkbenchDateMode\('range'\)/)
-  assert.match(workbench, /handleWorkbenchDateInputChange\('single'\)/)
-  assert.match(workbench, /handleWorkbenchDateInputChange\('range-start'\)/)
-  assert.match(workbench, /handleWorkbenchDateInputChange\('range-end'\)/)
-  assert.doesNotMatch(workbench, /@click="applyWorkbenchDateSelection"/)
-  assert.doesNotMatch(workbench, /插入标签/)
-  assert.match(workbench, /useWorkbenchComposerDate/)
+test('traditional workbench no longer renders the old composer date picker', () => {
+  assert.doesNotMatch(workbench, /aria-label="上传附件"[\s\S]*class="workbench-date-anchor"/)
+  assert.doesNotMatch(workbench, /aria-label="选择日期"/)
+  assert.doesNotMatch(workbench, /class="workbench-date-chip"/)
+  assert.doesNotMatch(workbench, /removeWorkbenchDateTag/)
+  assert.doesNotMatch(workbench, /composer-date-popover/)
+  assert.doesNotMatch(workbench, /setWorkbenchDateMode\('single'\)/)
+  assert.doesNotMatch(workbench, /useWorkbenchComposerDate/)
   assert.match(workbenchDateComposable, /const workbenchSingleDate = ref\(getTodayDateValue\(\)\)/)
   assert.match(workbenchDateComposable, /const workbenchDateTagLabel = ref\(''\)/)
   assert.match(workbenchDateComposable, /const today = getTodayDateValue\(\)[\s\S]*workbenchSingleDate\.value = today/)
@@ -53,13 +39,6 @@ test('workbench composer renders date picker beside attachment upload', () => {
   assert.match(workbenchDateStyles, /\.workbench-date-anchor/)
   assert.match(workbenchDateStyles, /\.workbench-date-chip/)
   assert.match(workbenchDateStyles, /\.composer-date-popover/)
-  assert.match(workbenchStyles, /\.assistant-composer\s*\{[\s\S]*position:\s*relative/)
-  assert.match(workbenchDateStyles, /\.composer-date-popover\s*\{[\s\S]*top:\s*calc\(100% \+ 8px\)/)
-  assert.doesNotMatch(workbenchDateStyles, /bottom:\s*calc\(100%/)
-  assert.doesNotMatch(workbench, /composer-related-button/)
-  assert.doesNotMatch(workbenchStyles, /\.composer-related-button/)
-  assert.doesNotMatch(workbenchDateStyles, /\.composer-related-button/)
-  assert.doesNotMatch(workbenchResponsiveStyles, /\.composer-related-button/)
 })
 
 test('workbench date helper builds labels and inserts them into draft text', () => {
diff --git a/web/tests/workbench-summary.test.mjs b/web/tests/workbench-summary.test.mjs
index 2bcb123..eabb0b3 100644
--- a/web/tests/workbench-summary.test.mjs
+++ b/web/tests/workbench-summary.test.mjs
@@ -89,6 +89,52 @@ test('workbench summary builds real user notifications and progress from request
   assert.equal(summary.expenseStatsDetail.processingRows[0].stepCount, 5)
   assert.ok(summary.expenseStatsDetail.operationRows.some((item) => item.source === '待办'))
   assert.ok(summary.expenseStatsDetail.operationRows.some((item) => item.source === '进度'))
+  assert.ok(Array.isArray(summary.reimbursementTrendRows))
+  assert.equal(summary.reimbursementTrendRows.length, 6)
+  assert.equal(summary.reimbursementTrendRows.at(-1).key, '2026-06')
+  assert.equal(summary.reimbursementTrendRows.at(-1).amount, 1280)
+  assert.equal(summary.reimbursementTrendRows.at(-1).previousKey, '2025-06')
+})
+
+test('workbench reimbursement trend compares monthly totals with last year same period', () => {
+  const summary = buildWorkbenchSummary(
+    [
+      {
+        id: 'BX-202606',
+        claimNo: 'BX-202606',
+        person: currentUser.name,
+        title: '六月报销',
+        amount: 1280,
+        createdAt: '2026-06-15T10:00:00+08:00'
+      },
+      {
+        id: 'BX-202605',
+        claimNo: 'BX-202605',
+        person: currentUser.name,
+        title: '五月报销',
+        amount: 860,
+        createdAt: '2026-05-10T10:00:00+08:00'
+      },
+      {
+        id: 'BX-202506',
+        claimNo: 'BX-202506',
+        person: currentUser.name,
+        title: '去年六月报销',
+        amount: 920,
+        createdAt: '2025-06-12T10:00:00+08:00'
+      }
+    ],
+    currentUser
+  )
+
+  assert.deepEqual(
+    summary.reimbursementTrendRows.slice(-2).map((item) => item.label),
+    ['5月', '6月']
+  )
+  assert.equal(summary.reimbursementTrendRows.at(-2).amount, 860)
+  assert.equal(summary.reimbursementTrendRows.at(-2).previousAmount, 0)
+  assert.equal(summary.reimbursementTrendRows.at(-1).amount, 1280)
+  assert.equal(summary.reimbursementTrendRows.at(-1).previousAmount, 920)
 })
 
 test('workbench progress keeps application document type for AP claims', () => {