feat(web): 工作台 AI 模式与差旅/风险建议交互优化

- 新增 PersonalWorkbenchAiMode 组件、AI 侧边栏与 orb 机器人视觉资源
- 新增 aiApplicationDraftModel / aiExpenseDraftModel / aiWorkbenchConversationStore
  及业务准入 aiSidebarBusinessAccess，支撑 AI 模式下的申请与报销草稿
- 顶栏、侧边栏、工作台样式重构，适配 AI 模式切换与响应式布局
- 同步 steward plan/off_topic、差旅报销引导流、风险建议卡片等测试

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')
+}

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')
+}

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)
+}

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)
+}

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
     }
   }))
 }

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