feat: 数字员工财务报告体系与定时提醒及看板快照调度

- 新增数字员工财务报告生成、邮件投递与渲染调度器 - 引入员工画像扫描调度与定时提醒任务 - 完善财务看板快照、排行口径与部门人员占比计算 - 优化数字员工工作看板仪表盘与技能目录 - 增强前端总览页图表、工作台摘要与顶部导航栏交互 - 新增差旅申请规划推动提醒与报销创建会话状态管理 - 补充财务报告、看板调度、数字员工工作记录测试覆盖
2026-06-03 09:25:23 +08:00
parent 0c74b4ab4a
commit 15006a05a7
114 changed files with 7356 additions and 650 deletions
--- a/web/src/assets/styles/components/personal-workbench-glass.css
+++ b/web/src/assets/styles/components/personal-workbench-glass.css
@@ -123,7 +123,6 @@
  z-index: 1;
 }

-.todo-row,
 .progress-row {
  position: relative;
  border-top: 0;
@@ -131,12 +130,10 @@
  box-shadow: inset 0 1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.1);
 }

-.todo-row:first-child,
 .progress-row:first-child {
  box-shadow: none;
 }

-.todo-row:hover,
 .progress-row:hover {
  background:
    linear-gradient(180deg, rgba(255, 255, 255, 0.32), rgba(255, 255, 255, 0.18)),
--- a/web/src/assets/styles/components/personal-workbench-responsive.css
+++ b/web/src/assets/styles/components/personal-workbench-responsive.css
@@ -63,7 +63,7 @@
  }

  .assistant-copy {
-    width: min(1040px, 92%);
+    width: min(940px, 92%);
  }

  .assistant-copy h1 {
@@ -71,11 +71,11 @@
  }

  .capability-grid--privileged {
-    grid-template-columns: repeat(4, minmax(0, 1fr));
+    grid-template-columns: repeat(6, minmax(0, 1fr));
  }

  .capability-grid--standard {
-    grid-template-columns: repeat(3, minmax(0, 1fr));
+    grid-template-columns: repeat(4, minmax(0, 1fr));
  }

  .capability-card {
@@ -87,7 +87,7 @@
  }

  .workbench-content-grid {
-    grid-template-columns: minmax(300px, 0.92fr) minmax(480px, 1.34fr) minmax(270px, 0.76fr);
+    grid-template-columns: minmax(480px, 1.34fr) minmax(270px, 0.76fr);
    gap: 14px;
  }

@@ -202,25 +202,15 @@
    grid-template-columns: 1fr;
  }

-  .todo-row,
  .progress-row {
    grid-template-columns: 1fr;
    justify-items: start;
  }

-  .todo-row {
-    grid-template-columns: 48px minmax(0, 1fr);
-  }
-
-  .todo-meta,
  .progress-result {
    justify-items: start;
  }

-  .todo-meta {
-    grid-column: 2;
-  }
-
  .progress-steps {
    width: 100%;
  }
@@ -332,30 +322,6 @@
    font-size: 11px;
  }

-  /* 我的待办列表项更精致 */
-  .todo-row {
-    padding: 5px 0;
-    gap: 6px;
-  }
-
-  .todo-copy strong {
-    font-size: 12.5px;
-  }
-
-  .todo-copy small {
-    font-size: 11px;
-  }
-
-  .todo-status {
-    font-size: 11px;
-    min-height: 18px;
-    padding: 0 5px;
-  }
-
-  .todo-meta small {
-    font-size: 10.5px;
-  }
-
  /* 重点优化：费用进度行的网格区域（Grid Area）双行重构 */
  .progress-row {
    display: grid;
--- a/web/src/assets/styles/components/personal-workbench.css
+++ b/web/src/assets/styles/components/personal-workbench.css
@@ -97,7 +97,7 @@
 .assistant-copy {
  position: relative;
  z-index: 3;
-  width: min(1120px, 94%);
+  width: min(980px, 94%);
  display: grid;
  gap: var(--hero-copy-gap);
 }
@@ -130,6 +130,7 @@
  z-index: 5;
  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), 0.28);
@@ -416,7 +417,7 @@

 .workbench-content-grid {
  display: grid;
-  grid-template-columns: minmax(360px, 0.95fr) minmax(560px, 1.4fr) minmax(320px, 0.82fr);
+  grid-template-columns: minmax(560px, 1.45fr) minmax(320px, 0.82fr);
  gap: 14px;
  align-items: stretch;
  min-height: 0;
@@ -434,7 +435,6 @@
  box-shadow: 0 1px 2px rgba(15, 23, 42, 0.035);
 }

-.todo-panel,
 .progress-panel,
 .side-panel {
  display: grid;
@@ -493,7 +493,6 @@
  color: var(--workbench-muted);
 }

-.todo-list,
 .progress-list {
  display: grid;
  min-height: 0;
@@ -501,45 +500,11 @@
  grid-auto-rows: minmax(0, 1fr);
 }

-.todo-row {
-  display: grid;
-  grid-template-columns: 34px minmax(0, 1fr) auto;
-  align-items: center;
-  gap: 9px;
-  width: 100%;
-  padding: 2px 0;
-  border-top: 1px solid var(--workbench-line-soft);
-  text-align: left;
-}
-
-.todo-row:first-child,
 .progress-row:first-child {
  padding-top: 2px;
  border-top: 0;
 }

-.todo-row :deep(.workbench-list-icon) {
-  width: 28px;
-  height: 28px;
-}
-
-.todo-row :deep(.workbench-list-icon__panel) {
-  border-radius: 4px;
-}
-
-.todo-row :deep(.workbench-list-icon__art),
-.todo-row :deep(.workbench-heroicon) {
-  width: 16px;
-  height: 16px;
-}
-
-.todo-copy {
-  min-width: 0;
-  display: grid;
-  gap: 2px;
-}
-
-.todo-copy strong,
 .progress-identity strong,
 .progress-result strong {
  overflow: hidden;
@@ -551,8 +516,6 @@
  white-space: nowrap;
 }

-.todo-copy small,
-.todo-meta small,
 .progress-identity small {
  overflow: hidden;
  color: var(--workbench-muted);
@@ -562,14 +525,6 @@
  white-space: nowrap;
 }

-.todo-meta {
-  min-width: 96px;
-  display: grid;
-  justify-items: end;
-  gap: 2px;
-}
-
-.todo-status,
 .progress-status {
  display: inline-flex;
  align-items: center;
@@ -582,33 +537,16 @@
  white-space: nowrap;
 }

-.todo-status--warning,
 .progress-status--warning {
  background: var(--warning-soft);
  color: var(--warning);
 }

-.todo-status--success,
 .progress-status--success {
  background: var(--workbench-primary-soft);
  color: var(--workbench-primary-active);
 }

-.todo-status--danger {
-  background: var(--danger-soft);
-  color: var(--danger);
-}
-
-.todo-status--info {
-  background: var(--info-soft);
-  color: var(--info);
-}
-
-.todo-status--orange {
-  background: var(--warning-soft);
-  color: var(--warning);
-}
-
 .progress-status--muted {
  background: var(--info-soft);
  color: var(--workbench-muted);
@@ -708,7 +646,6 @@
 }

 .capability-card:hover,
-.todo-row:hover,
 .progress-row:hover,
 .quick-prompts button:hover,
 .composer-icon-button:hover {
--- a/web/src/assets/styles/components/top-bar.css
+++ b/web/src/assets/styles/components/top-bar.css
@@ -403,6 +403,11 @@
  color: var(--theme-primary-active);
 }

+.notification-wrap {
+  position: relative;
+  display: inline-flex;
+}
+
 .notification-badge {
  position: absolute;
  top: 2px;
@@ -423,6 +428,179 @@
  box-shadow: 0 5px 10px rgba(239, 68, 68, .22);
 }

+.notification-popover {
+  position: absolute;
+  top: calc(100% + 10px);
+  right: -8px;
+  z-index: 60;
+  width: min(360px, calc(100vw - 32px));
+  display: grid;
+  gap: 10px;
+  padding: 12px;
+  border: 1px solid #e5edf5;
+  border-radius: 4px;
+  background: rgba(255, 255, 255, 0.98);
+  box-shadow:
+    0 18px 42px rgba(15, 23, 42, 0.14),
+    inset 0 1px 0 rgba(255, 255, 255, 0.92);
+}
+
+.notification-popover::before {
+  content: "";
+  position: absolute;
+  top: -6px;
+  right: 18px;
+  width: 10px;
+  height: 10px;
+  border-top: 1px solid #e5edf5;
+  border-left: 1px solid #e5edf5;
+  background: #fff;
+  transform: rotate(45deg);
+}
+
+.notification-head,
+.notification-tabs {
+  position: relative;
+  z-index: 1;
+  display: flex;
+  align-items: center;
+}
+
+.notification-head {
+  justify-content: space-between;
+  gap: 10px;
+}
+
+.notification-head strong {
+  color: #0f172a;
+  font-size: 14px;
+  font-weight: 850;
+}
+
+.notification-head button {
+  width: 26px;
+  height: 26px;
+  display: grid;
+  place-items: center;
+  border-radius: 4px;
+  color: #64748b;
+}
+
+.notification-head button:hover {
+  background: #f1f5f9;
+  color: #0f172a;
+}
+
+.notification-tabs {
+  gap: 6px;
+  padding: 3px;
+  border: 1px solid #edf2f7;
+  border-radius: 4px;
+  background: #f8fafc;
+}
+
+.notification-tabs button {
+  flex: 1 1 0;
+  height: 28px;
+  border-radius: 3px;
+  color: #64748b;
+  font-size: 12px;
+  font-weight: 800;
+}
+
+.notification-tabs button.active {
+  background: #fff;
+  color: var(--theme-primary-active);
+  box-shadow: 0 1px 3px rgba(15, 23, 42, 0.08);
+}
+
+.notification-list {
+  position: relative;
+  z-index: 1;
+  display: grid;
+  max-height: 320px;
+  overflow: auto;
+}
+
+.notification-row {
+  display: grid;
+  grid-template-columns: 8px minmax(0, 1fr) 16px;
+  align-items: center;
+  gap: 10px;
+  padding: 10px 4px;
+  border-top: 1px solid #edf2f7;
+  text-align: left;
+}
+
+.notification-row:first-child {
+  border-top: 0;
+}
+
+.notification-row:hover {
+  background: #f8fafc;
+}
+
+.notification-dot {
+  width: 7px;
+  height: 7px;
+  border-radius: 999px;
+  background: var(--theme-primary);
+}
+
+.notification-dot.danger { background: #ef4444; }
+.notification-dot.warning { background: #f59e0b; }
+.notification-dot.success { background: var(--success); }
+.notification-dot.info { background: #3b82f6; }
+
+.notification-copy {
+  min-width: 0;
+  display: grid;
+  gap: 2px;
+}
+
+.notification-copy strong,
+.notification-copy small,
+.notification-copy em {
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.notification-copy strong {
+  color: #0f172a;
+  font-size: 13px;
+  font-weight: 850;
+}
+
+.notification-copy small {
+  color: #475569;
+  font-size: 12px;
+}
+
+.notification-copy em {
+  color: #94a3b8;
+  font-size: 11px;
+  font-style: normal;
+}
+
+.notification-row > .mdi {
+  color: #94a3b8;
+  font-size: 16px;
+}
+
+.notification-empty {
+  min-height: 112px;
+  display: grid;
+  place-items: center;
+  gap: 8px;
+  color: #94a3b8;
+  font-size: 13px;
+}
+
+.notification-empty .mdi {
+  font-size: 24px;
+}
+
 .company-switcher {
  max-width: min(220px, 28vw);
  height: 38px;
@@ -593,6 +771,61 @@
  .title-group {
    padding-right: 56px;
  }
+
+  .topbar.detail-mode {
+    display: grid;
+    grid-template-columns: minmax(0, 1fr);
+    gap: 8px;
+    padding: 10px 14px;
+  }
+
+  .topbar.detail-mode .title-group {
+    min-width: 0;
+    padding-right: 50px;
+  }
+
+  .topbar.detail-mode .eyebrow {
+    display: none;
+  }
+
+  .topbar.detail-mode h1 {
+    font-size: 22px;
+    line-height: 1.12;
+  }
+
+  .topbar.detail-mode p {
+    max-width: 100%;
+    margin-top: 3px;
+    display: -webkit-box;
+    overflow: hidden;
+    -webkit-box-orient: vertical;
+    -webkit-line-clamp: 1;
+    font-size: 12px;
+    line-height: 1.35;
+  }
+
+  .topbar.detail-mode .top-actions,
+  .topbar.detail-mode .detail-topbar-actions {
+    width: 100%;
+    min-width: 0;
+    justify-content: flex-end;
+  }
+
+  .topbar.detail-mode .detail-alert-strip {
+    width: auto;
+    max-width: 100%;
+    min-width: 0;
+    justify-content: flex-end;
+    gap: 6px;
+  }
+
+  .topbar.detail-mode .detail-alert-pill {
+    min-height: 26px;
+    max-width: 100%;
+    padding: 0 9px;
+    border-radius: 4px;
+    font-size: 11px;
+  }
 }

@media (max-width: 640px) {
@@ -676,3 +909,22 @@
    grid-template-columns: 1fr;
  }
 }
+
+@media (max-width: 420px) {
+  .topbar.detail-mode {
+    gap: 6px;
+    padding: 8px 12px;
+  }
+
+  .topbar.detail-mode h1 {
+    font-size: 20px;
+  }
+
+  .topbar.detail-mode p {
+    font-size: 11.5px;
+  }
+
+  .topbar.detail-mode .detail-alert-pill {
+    min-height: 24px;
+  }
+}
--- a/web/src/assets/styles/views/overview-view.css
+++ b/web/src/assets/styles/views/overview-view.css
@@ -142,19 +142,16 @@

 .trend-count-panel,
 .donut-panel,
-.rank-panel,
-.employee-rank-panel,
-.top-claim-panel,
-.budget-metrics-panel,
-.bottleneck-panel,
-.budget-panel,
 .model-panel,
 .feedback-panel {
  grid-column: span 3;
 }

-.bottleneck-panel,
+.rank-panel,
+.employee-rank-panel,
+.top-claim-panel,
 .budget-metrics-panel,
+.bottleneck-panel,
 .budget-panel {
  grid-column: span 6;
 }
@@ -188,6 +185,21 @@
  width: 110px;
 }

+.card-range-chip {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-height: 28px;
+  padding: 0 10px;
+  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), .18);
+  border-radius: 4px;
+  background: rgba(var(--theme-primary-rgb, 58, 124, 165), .07);
+  color: var(--theme-primary-active);
+  font-size: 12px;
+  font-weight: 800;
+  white-space: nowrap;
+}
+
 .panel-note {
  margin-top: 8px;
  color: #64748b;
@@ -581,6 +593,42 @@
 .top-claim-list {
  display: grid;
  gap: 10px;
+  align-content: start;
+}
+
+.top-claim-split {
+  flex: 1;
+  display: grid;
+  grid-template-columns: minmax(260px, .92fr) minmax(0, 1.08fr);
+  gap: 18px;
+  align-items: stretch;
+  min-height: 0;
+}
+
+.department-employee-mix {
+  min-width: 0;
+  padding-right: 18px;
+  border-right: 1px solid #f1f5f9;
+}
+
+.department-employee-mix :deep(.donut-chart) {
+  min-height: 100%;
+}
+
+.department-employee-mix :deep(.donut-body) {
+  height: 150px;
+}
+
+.department-employee-mix :deep(.donut-legend) {
+  grid-template-columns: 1fr;
+  gap: 7px;
+}
+
+.department-employee-mix :deep(.legend-name) {
+  min-width: 0;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
 }

 .top-claim-row {
@@ -873,6 +921,17 @@
    grid-template-columns: 24px 64px minmax(0, 1fr);
  }

+  .top-claim-split {
+    grid-template-columns: 1fr;
+  }
+
+  .department-employee-mix {
+    padding-right: 0;
+    padding-bottom: 14px;
+    border-right: 0;
+    border-bottom: 1px solid #f1f5f9;
+  }
+
  .budget-metric-grid {
    grid-template-columns: 1fr;
  }
--- a/web/src/assets/styles/views/travel-request-detail-responsive.css
+++ b/web/src/assets/styles/views/travel-request-detail-responsive.css
@@ -0,0 +1,69 @@
+@media (max-width: 760px) {
+  .approval-page,
+  .approval-detail,
+  .detail-scroll,
+  .detail-hero,
+  .progress-card,
+  .detail-grid,
+  .detail-left,
+  .detail-card {
+    width: 100%;
+    min-width: 0;
+    max-width: 100%;
+  }
+
+  .detail-scroll {
+    padding-right: 0;
+    overflow-x: hidden;
+  }
+
+  .detail-scroll > * {
+    min-width: 0;
+    max-width: 100%;
+  }
+
+  .hero-banner-main,
+  .hero-fact-grid,
+  .applicant-card,
+  .detail-card-head {
+    min-width: 0;
+    max-width: 100%;
+  }
+
+  .progress-card,
+  .progress-block {
+    min-width: 0;
+    max-width: 100%;
+  }
+
+  .progress-line {
+    width: 100%;
+    min-width: 0;
+    max-width: 100%;
+  }
+
+  .detail-expense-table {
+    width: 100%;
+    min-width: 0;
+    max-width: 100%;
+    overflow-x: auto;
+  }
+
+  .detail-actions {
+    width: 100%;
+    min-width: 0;
+    max-width: 100%;
+  }
+
+  .approval-action-group {
+    display: grid;
+    grid-template-columns: repeat(auto-fit, minmax(104px, 1fr));
+    gap: 8px;
+  }
+
+  .back-action,
+  .approval-action-group > button {
+    width: 100%;
+    min-width: 0;
+  }
+}
--- a/web/src/assets/styles/views/travel-request-detail-view-part2.css
+++ b/web/src/assets/styles/views/travel-request-detail-view-part2.css
@@ -704,6 +704,7 @@
 .ai-preview-secondary:disabled,
 .ai-preview-primary:disabled,
 .approve-action:disabled,
+.secondary-action:disabled,
 .return-action:disabled,
 .ai-send-btn:disabled {
  opacity: .45;
--- a/web/src/assets/styles/views/travel-request-detail-view.css
+++ b/web/src/assets/styles/views/travel-request-detail-view.css
@@ -1645,6 +1645,13 @@
  color: #ef4444;
 }

+.secondary-action {
+  min-width: 98px;
+  border: 1px solid #bfdbfe;
+  background: #eff6ff;
+  color: #2563eb;
+}
+
 .return-action {
  min-width: 98px;
  border: 1px solid #fed7aa;
--- a/web/src/components/audit/AuditAssetList.vue
+++ b/web/src/components/audit/AuditAssetList.vue
@@ -16,7 +16,6 @@
    :current-page="currentPage"
    :page-size="pageSize"
    :page-size-options="pageSizeOptions"
-    :pages="pageNumbers"
    :show-page-size="true"
    :summary="paginationSummary"
    :total="visibleSkills.length"
@@ -326,14 +325,6 @@ const pagedSkills = computed(() => {
  const start = (currentPage.value - 1) * pageSize.value
  return props.visibleSkills.slice(start, start + pageSize.value)
 })
-const pageNumbers = computed(() => {
-  const total = totalPages.value
-  if (total <= 7) {
-    return Array.from({ length: total }, (_, index) => index + 1)
-  }
-  const start = Math.max(1, Math.min(currentPage.value - 3, total - 6))
-  return Array.from({ length: 7 }, (_, index) => start + index)
-})
 const paginationSummary = computed(() =>
  `共 ${props.visibleSkills.length} 条，每页 ${pageSize.value} 条，当前第 ${currentPage.value} / ${totalPages.value} 页`
 )
--- a/web/src/components/audit/DigitalEmployeeListPanel.vue
+++ b/web/src/components/audit/DigitalEmployeeListPanel.vue
@@ -10,7 +10,6 @@
    :current-page="currentPage"
    :page-size="pageSize"
    :page-size-options="pageSizeOptions"
-    :pages="pageNumbers"
    :show-page-size="true"
    :summary="paginationSummary"
    :total="visibleEmployees.length"
@@ -225,14 +224,6 @@ const pagedEmployees = computed(() => {
  const start = (currentPage.value - 1) * pageSize.value
  return props.visibleEmployees.slice(start, start + pageSize.value)
 })
-const pageNumbers = computed(() => {
-  const total = totalPages.value
-  if (total <= 7) {
-    return Array.from({ length: total }, (_, index) => index + 1)
-  }
-  const start = Math.max(1, Math.min(currentPage.value - 3, total - 6))
-  return Array.from({ length: 7 }, (_, index) => start + index)
-})
 const paginationSummary = computed(() =>
  `共 ${props.visibleEmployees.length} 条，每页 ${pageSize.value} 条，目前第 ${currentPage.value} / ${totalPages.value} 页`
 )
--- a/web/src/components/audit/DigitalEmployeeRunProducts.vue
+++ b/web/src/components/audit/DigitalEmployeeRunProducts.vue
@@ -110,6 +110,26 @@
        <p v-else class="run-product-inline-empty">本次运行没有生成新的风险观察。</p>
      </section>

+      <section v-else-if="productKind === 'finance_snapshot'" class="run-product-section">
+        <div class="run-product-section-head">
+          <h4>财务经营快照</h4>
+          <span>{{ summary.period || summary.month || '本期' }}</span>
+        </div>
+        <p class="run-product-copy">
+          本次产物已刷新财务看板缓存，沉淀报销金额、预算使用、费用结构和高额单据等经营指标。
+        </p>
+      </section>
+
+      <section v-else-if="productKind === 'reminder_scan'" class="run-product-section">
+        <div class="run-product-section-head">
+          <h4>提醒与待办沉淀</h4>
+          <span>{{ summary.reminder_count || summary.reminders || 0 }} 条</span>
+        </div>
+        <p class="run-product-copy">
+          本次产物已生成审批提醒、预算编制提醒、报销逾期提醒和差旅申请闭环提醒。
+        </p>
+      </section>
+
      <section v-else-if="productKind === 'risk_clue'" class="run-product-section">
        <div class="run-product-section-head">
          <h4>待复核线索</h4>
@@ -230,6 +250,12 @@ const productSubtitle = computed(() => {
  if (productKind.value === 'risk_graph') {
    return '展示本次巡检生成的风险观察、证据数量和图谱关系计数。'
  }
+  if (productKind.value === 'finance_snapshot') {
+    return '展示本次财务经营快照沉淀的预算、费用和报销统计。'
+  }
+  if (productKind.value === 'reminder_scan') {
+    return '展示本次定时提醒扫描生成的待办和触达结果。'
+  }
  if (productKind.value === 'employee_profile') {
    return '展示本次画像巡检写入的员工画像快照摘要。'
  }
@@ -245,6 +271,12 @@ const productBadge = computed(() => {
  if (productKind.value === 'risk_graph') {
    return '风险观察'
  }
+  if (productKind.value === 'finance_snapshot') {
+    return '财务快照'
+  }
+  if (productKind.value === 'reminder_scan') {
+    return '提醒事项'
+  }
  if (productKind.value === 'employee_profile') {
    return '画像快照'
  }
@@ -281,6 +313,25 @@ const metrics = computed(() => {
      buildMetric('图谱关系', payload.graph_edge_count)
    ]
  }
+  if (productKind.value === 'finance_snapshot') {
+    return [
+      buildMetric('报销单数', payload.claim_count ?? payload.claims ?? payload.total_claims),
+      buildMetric(
+        '报销金额',
+        formatMoney(payload.claim_amount ?? payload.reimbursement_amount ?? payload.total_amount)
+      ),
+      buildMetric('预算使用率', formatPercent(payload.budget_usage_rate ?? payload.budget_rate)),
+      buildMetric('高额单据', payload.high_value_claim_count ?? payload.high_amount_claims)
+    ]
+  }
+  if (productKind.value === 'reminder_scan') {
+    return [
+      buildMetric('提醒人数', payload.recipient_count),
+      buildMetric('提醒事项', payload.reminder_count),
+      buildMetric('待审批', payload.approval_pending_count),
+      buildMetric('逾期报销', payload.reimbursement_overdue_count)
+    ]
+  }
  if (productKind.value === 'employee_profile') {
    return [
      buildMetric('目标员工', payload.target_employee_count),
@@ -376,6 +427,23 @@ function formatWindowDays(value) {
  return days.length ? days.map((item) => `${item}天`).join(' / ') : '-'
 }

+function formatMoney(value) {
+  const amount = Number(value)
+  if (!Number.isFinite(amount)) {
+    return '-'
+  }
+  return `¥${amount.toLocaleString('zh-CN', { maximumFractionDigits: 0 })}`
+}
+
+function formatPercent(value) {
+  const numericValue = Number(value)
+  if (!Number.isFinite(numericValue)) {
+    return '-'
+  }
+  const percent = numericValue > 1 ? numericValue : numericValue * 100
+  return `${Math.round(percent)}%`
+}
+
 function observationGraphCount(item) {
  return (item.graphNodeKeys || []).length + (item.graphEdgeKeys || []).length
 }
--- a/web/src/components/audit/DigitalEmployeeWorkRecords.vue
+++ b/web/src/components/audit/DigitalEmployeeWorkRecords.vue
@@ -14,7 +14,6 @@
        :show-pagination="!loading && !errorMessage && visibleRuns.length > 0"
        :current-page="currentPage"
        :page-size="pageSize"
-        :pages="pageNumbers"
        :show-page-size="false"
        :summary="paginationSummary"
        :total="filteredRuns.length"
@@ -303,6 +302,7 @@ import {
 import {
  formatWorkRecordDateTime,
  formatWorkRecordSummary,
+  compactDigitalEmployeeWorkRecords,
  resolveWorkRecordModuleLabel,
  resolveWorkRecordSourceLabel,
  resolveWorkRecordStatusLabel,
@@ -456,14 +456,6 @@ const visibleRuns = computed(() => {
  return filteredRuns.value.slice(start, start + pageSize)
 })

-const pageNumbers = computed(() => {
-  const total = totalPages.value
-  if (total <= 7) {
-    return Array.from({ length: total }, (_, index) => index + 1)
-  }
-  const start = Math.max(1, Math.min(currentPage.value - 3, total - 6))
-  return Array.from({ length: 7 }, (_, index) => start + index)
-})
 const paginationSummary = computed(() =>
  `共 ${filteredRuns.value.length} 条，目前第 ${currentPage.value} / ${totalPages.value} 页`
 )
@@ -523,7 +515,7 @@ async function loadWorkRecords(showToast = false) {

  try {
    const payload = await fetchAgentRuns({ agent: 'hermes', limit: 100 })
-    runs.value = Array.isArray(payload) ? payload : []
+    runs.value = Array.isArray(payload) ? compactDigitalEmployeeWorkRecords(payload) : []
    emit('summary-change', {
      total: workRecordSummary.value.total,
      succeeded: workRecordSummary.value.succeeded,
--- a/web/src/components/business/PersonalWorkbench.vue
+++ b/web/src/components/business/PersonalWorkbench.vue
@@ -191,41 +191,6 @@
    </div>

    <div class="workbench-content-grid">
-      <article class="panel workbench-card todo-panel">
-        <div class="section-head">
-          <div class="title-with-badge">
-            <h2>我的待办</h2>
-            <span class="soft-badge">{{ todoAlertCount }}</span>
-          </div>
-          <button type="button" class="link-action">全部待办 <i class="mdi mdi-chevron-right"></i></button>
-        </div>
-
-        <div class="todo-list">
-          <button
-            v-for="item in visibleTodoItems"
-            :key="item.title"
-            type="button"
-            class="todo-row"
-            @click="openPromptAssistant(`帮我处理：${item.title}，${item.description}`)"
-          >
-            <WorkbenchListIcon
-              :icon-key="item.iconKey"
-              :color="item.color"
-              :accent="item.accent"
-            />
-            <span class="todo-copy">
-              <strong>{{ item.title }}</strong>
-              <small>{{ item.description }}</small>
-            </span>
-            <span class="todo-meta">
-              <span class="todo-status" :class="`todo-status--${item.statusTone}`">{{ item.status }}</span>
-              <small>{{ item.due }}</small>
-            </span>
-          </button>
-        </div>
-
-      </article>
-
      <article class="panel workbench-card progress-panel">
        <div class="section-head">
          <h2>费用进度</h2>
@@ -238,7 +203,7 @@
            :key="item.id"
            type="button"
            class="progress-row"
-            @click="openPromptAssistant(`查询 ${item.id} 的费用进度`)"
+            @click="openWorkbenchTarget(item)"
          >
            <span class="progress-identity">
              <strong>{{ item.id }}</strong>
@@ -247,17 +212,17 @@

            <span class="progress-steps" aria-hidden="true">
              <span
-                v-for="(step, index) in progressSteps"
-                :key="step"
+                v-for="step in item.steps"
+                :key="step.label"
                class="progress-step"
                :class="{
-                  'is-done': index < item.activeStep,
-                  'is-current': index === item.activeStep,
-                  'is-future': index > item.activeStep
+                  'is-done': step.done,
+                  'is-current': step.current,
+                  'is-future': !step.done && !step.current
                }"
              >
-                <i :class="index <= item.activeStep ? 'mdi mdi-check' : 'mdi mdi-minus'"></i>
-                <small>{{ step }}</small>
+                <i :class="step.done || step.current ? 'mdi mdi-check' : 'mdi mdi-minus'"></i>
+                <small>{{ step.label }}</small>
              </span>
            </span>

@@ -357,7 +322,6 @@
 import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'
 import PanelHead from '../shared/PanelHead.vue'
 import ExpenseProfileDetailModal from './ExpenseProfileDetailModal.vue'
-import WorkbenchListIcon from '../shared/WorkbenchListIcon.vue'
 import workbenchHeroBackground from '../../assets/personal-workbench-hero-bg-theme-base.webp'
 import { useSystemState } from '../../composables/useSystemState.js'
 import { useToast } from '../../composables/useToast.js'
@@ -365,11 +329,8 @@ import { useWorkbenchComposerDate } from '../../composables/useWorkbenchComposer
 import {
  buildExpenseStatItems,
  filterAssistantCapabilitiesForUser,
-  progressItems,
-  progressSteps,
  quickPromptItems,
  resolveWorkbenchCapabilityGridClass,
-  todoItems,
 } from '../../data/personalWorkbench.js'
 import { fetchAgentRuns } from '../../services/agentAssets.js'
 import { clearUserConversations, fetchLatestConversation } from '../../services/orchestrator.js'
@@ -394,7 +355,7 @@ const props = defineProps({
  workbenchSummary: { type: Object, default: () => ({}) }
 })

-const emit = defineEmits(['open-assistant'])
+const emit = defineEmits(['open-assistant', 'open-document'])
 const { currentUser } = useSystemState()
 const { toast } = useToast()
 const assistantDraft = ref('')
@@ -494,9 +455,12 @@ const currentUserProfileKey = computed(() => {
    user.employee_no
  ].map((item) => String(item || '').trim()).filter(Boolean).join('|')
 })
-const visibleTodoItems = computed(() => todoItems.slice(0, 5))
-const visibleProgressItems = computed(() => progressItems.slice(0, 5))
-const todoAlertCount = computed(() => visibleTodoItems.value.length)
+const visibleProgressItems = computed(() => {
+  const rows = Array.isArray(props.workbenchSummary.progressItems)
+    ? props.workbenchSummary.progressItems
+    : []
+  return rows.slice(0, 5)
+})

 function buildSelectedFileKey(file) {
  return [file?.name, file?.size, file?.lastModified, file?.type].join('__')
@@ -625,6 +589,20 @@ function openPromptAssistant(prompt) {
  emitAssistant(payload)
 }

+function openWorkbenchTarget(item) {
+  const target = item?.target || {}
+  if (target.type === 'document' && (target.id || target.claimNo)) {
+    emit('open-document', {
+      claimId: target.id,
+      id: target.id || target.claimNo,
+      claimNo: target.claimNo
+    })
+    return
+  }
+
+  openPromptAssistant(item?.prompt || `查询 ${item?.id || ''} 的费用进度`)
+}
+
 function openCapabilityAssistant(item) {
  if (pendingAction.value) {
    return
--- a/web/src/components/charts/BarChart.vue
+++ b/web/src/components/charts/BarChart.vue
@@ -9,7 +9,10 @@
          </svg>
          <template v-else>{{ idx + 1 }}</template>
        </span>
-        <span class="rank-name">{{ item.name || item.shortName }}</span>
+        <span class="rank-copy">
+          <span class="rank-name">{{ item.name || item.shortName }}</span>
+          <small v-if="item.meta" class="rank-meta">{{ item.meta }}</small>
+        </span>
      </div>
    </div>
    <div ref="chartElement" class="chart-area" role="img" :aria-label="ariaLabel"></div>
@@ -90,7 +93,11 @@ const chartOptions = computed(() => ({
      fontWeight: 700
    },
    extraCssText: 'border-radius:4px;box-shadow:0 12px 28px rgba(15,23,42,.12);',
-    formatter: (params) => `${params.marker}${params.name}: ${formatValue(params.value)}`
+    formatter: (params) => {
+      const item = resolvedItems.value.find((row) => (row.name || row.shortName) === params.name)
+      const meta = item?.meta ? `<br/>${item.meta}` : ''
+      return `${params.marker}${params.name}: ${formatValue(params.value)}${meta}`
+    }
  },
  xAxis: {
    type: 'value',
@@ -180,7 +187,8 @@ const formatValue = (value) => {
 }

 .rank-labels {
-  flex: 0 0 auto;
+  flex: 0 0 min(34%, 150px);
+  min-width: 112px;
  display: flex;
  flex-direction: column;
  justify-content: space-around;
@@ -214,10 +222,24 @@ const formatValue = (value) => {
  display: block;
 }

+.rank-copy {
+  min-width: 0;
+  display: grid;
+  gap: 2px;
+}
+
 .rank-name {
  color: #475569;
  font-size: 13px;
-  font-weight: 500;
+  font-weight: 700;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+
+.rank-meta {
+  color: #94a3b8;
+  font-size: 11px;
+  font-weight: 650;
 }

 .chart-area {
--- a/web/src/components/dashboard/RiskObservationDashboard.vue
+++ b/web/src/components/dashboard/RiskObservationDashboard.vue
@@ -1,9 +1,14 @@
 <template>
-  <section class="risk-observation-dashboard">
+  <section class="risk-observation-dashboard" :class="{ 'is-loading': loading }">
+    <div v-if="loading" class="risk-dashboard-loading-overlay" role="status" aria-live="polite">
+      <i class="mdi mdi-loading mdi-spin"></i>
+      <span>{{ loadingLabel }}</span>
+    </div>
    <article class="panel dashboard-card risk-trend-panel">
      <div class="card-head">
        <h3>风险观察趋势 <i class="mdi mdi-information-outline"></i></h3>
        <div class="risk-window-controls">
+          <span v-if="lastUpdatedLabel" class="risk-refresh-label">{{ lastUpdatedLabel }}</span>
          <span class="risk-window-label">近 {{ dashboard.windowDays }} 天</span>
          <EnterpriseSelect
            class="risk-window-select"
@@ -174,11 +179,29 @@ const props = defineProps({
  signalRanking: { type: Array, default: () => [] },
  dailyRows: { type: Array, default: () => [] },
  windowOptions: { type: Array, default: () => [] },
-  activeWindowDays: { type: Number, default: 30 }
+  activeWindowDays: { type: Number, default: 30 },
+  lastUpdatedAt: { type: String, default: '' }
 })
 const emit = defineEmits(['update:windowDays'])

 const router = useRouter()
+const loadingLabel = computed(() => (
+  props.lastUpdatedAt ? '正在同步最新风险数据' : '正在加载风险看板数据'
+))
+const lastUpdatedLabel = computed(() => {
+  if (!props.lastUpdatedAt) {
+    return ''
+  }
+  const date = new Date(props.lastUpdatedAt)
+  if (Number.isNaN(date.getTime())) {
+    return ''
+  }
+  return `上次同步 ${date.toLocaleTimeString('zh-CN', {
+    hour12: false,
+    hour: '2-digit',
+    minute: '2-digit'
+  })}`
+})
 const errorMessage = computed(() => props.error?.message || '风险看板数据加载失败')
 const recentHighObservations = computed(() => props.dashboard.recentHighObservations || [])
 const dimensionGroups = computed(() => [
@@ -315,12 +338,39 @@ function openClaim(item) {

 <style scoped>
 .risk-observation-dashboard {
+  position: relative;
  display: grid;
  grid-template-columns: repeat(12, minmax(0, 1fr));
  gap: 18px;
  min-width: 0;
 }

+.risk-dashboard-loading-overlay {
+  position: absolute;
+  inset: 0;
+  z-index: 5;
+  display: grid;
+  place-content: center;
+  justify-items: center;
+  gap: 10px;
+  border: 1px solid #e2e8f0;
+  border-radius: 4px;
+  background: rgba(248, 250, 252, .82);
+  color: #334155;
+  font-size: 13px;
+  font-weight: 800;
+  backdrop-filter: blur(2px);
+}
+
+.risk-dashboard-loading-overlay i {
+  color: var(--theme-primary);
+  font-size: 26px;
+}
+
+.risk-observation-dashboard.is-loading .dashboard-card {
+  pointer-events: none;
+}
+
 .dashboard-card {
  min-width: 0;
  padding: 18px;
@@ -359,6 +409,13 @@ function openClaim(item) {
  font-weight: 700;
 }

+.risk-refresh-label {
+  flex: 0 0 auto;
+  color: #64748b;
+  font-size: 12px;
+  font-weight: 800;
+}
+
 .risk-window-controls {
  flex: 0 0 auto;
  display: flex;
--- a/web/src/components/layout/TopBar.vue
+++ b/web/src/components/layout/TopBar.vue
@@ -1,5 +1,5 @@
 <template>
-  <header class="topbar" :class="{ 'chat-mode': isChat }">
+  <header class="topbar" :class="{ 'chat-mode': isChat, 'detail-mode': isRequestDetail }">
    <div class="title-group">
      <div class="eyebrow">{{ eyebrowLabel }}</div>
      <h1>{{ currentView.title }}</h1>
@@ -121,12 +121,73 @@
        </div>
      </template>

-      <template v-else-if="isWorkbench">
+      <template v-else-if="isWorkbench">
        <div class="topbar-toolset" aria-label="工作台快捷工具">
-          <button class="topbar-icon-btn notification-btn" type="button" aria-label="通知">
-            <i class="mdi mdi-bell-outline"></i>
-            <span v-if="topbarNotificationCount" class="notification-badge">{{ topbarNotificationCount }}</span>
-          </button>
+          <div class="notification-wrap">
+            <button
+              class="topbar-icon-btn notification-btn"
+              type="button"
+              aria-label="通知"
+              :aria-expanded="notificationOpen"
+              aria-haspopup="dialog"
+              @click="notificationOpen = !notificationOpen"
+            >
+              <i class="mdi mdi-bell-outline"></i>
+              <span v-if="topbarNotificationCount" class="notification-badge">{{ topbarNotificationCount }}</span>
+            </button>
+
+            <div v-if="notificationOpen" class="notification-popover" role="dialog" aria-label="通知中心">
+              <header class="notification-head">
+                <strong>通知</strong>
+                <button type="button" aria-label="关闭通知" @click="notificationOpen = false">
+                  <i class="mdi mdi-close"></i>
+                </button>
+              </header>
+
+              <div class="notification-tabs" role="tablist" aria-label="通知状态">
+                <button
+                  type="button"
+                  role="tab"
+                  :aria-selected="notificationTab === 'unread'"
+                  :class="{ active: notificationTab === 'unread' }"
+                  @click="notificationTab = 'unread'"
+                >
+                  未读 {{ unreadNotifications.length }}
+                </button>
+                <button
+                  type="button"
+                  role="tab"
+                  :aria-selected="notificationTab === 'read'"
+                  :class="{ active: notificationTab === 'read' }"
+                  @click="notificationTab = 'read'"
+                >
+                  已读 {{ readNotifications.length }}
+                </button>
+              </div>
+
+              <div v-if="activeNotifications.length" class="notification-list">
+                <button
+                  v-for="item in activeNotifications"
+                  :key="item.id"
+                  type="button"
+                  class="notification-row"
+                  @click="openNotification(item)"
+                >
+                  <span class="notification-dot" :class="item.tone"></span>
+                  <span class="notification-copy">
+                    <strong>{{ item.title }}</strong>
+                    <small>{{ item.description }}</small>
+                    <em>{{ item.time }}</em>
+                  </span>
+                  <i class="mdi mdi-chevron-right"></i>
+                </button>
+              </div>
+              <div v-else class="notification-empty">
+                <i class="mdi mdi-bell-check-outline"></i>
+                <span>{{ notificationTab === 'unread' ? '暂无未读通知' : '暂无已读通知' }}</span>
+              </div>
+            </div>
+          </div>

          <button class="topbar-icon-btn" type="button" aria-label="帮助">
            <i class="mdi mdi-help-circle-outline"></i>
@@ -243,6 +304,10 @@ const props = defineProps({
    type: Object,
    default: () => null
  },
+  workbenchSummary: {
+    type: Object,
+    default: () => null
+  },
  companyName: {
    type: String,
    default: ''
@@ -276,7 +341,8 @@ const emit = defineEmits([
  'update:overviewDashboard',
  'batchApprove',
  'openChat',
-  'newApplication'
+  'newApplication',
+  'openDocument'
 ])
 const isChat = computed(() => props.activeView === 'chat')
 const isOverview = computed(() => props.activeView === 'overview')
@@ -294,10 +360,34 @@ const eyebrowLabel = computed(() => (
 ))
 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 topbarNotificationCount = computed(() => {
-  const summary = props.documentSummary ?? {}
-  const count = Number(summary.toProcess ?? summary.toSubmit ?? 8)
+  const summary = props.workbenchSummary ?? {}
+  const count = Number(summary.unreadNotificationCount ?? 0)
  return Number.isFinite(count) && count > 0 ? Math.min(count, 99) : 0
-})
+})
+const notificationOpen = ref(false)
+const notificationTab = ref('unread')
+const notificationItems = computed(() => (
+  Array.isArray(props.workbenchSummary?.notifications)
+    ? props.workbenchSummary.notifications
+    : []
+))
+const unreadNotifications = computed(() => notificationItems.value.filter((item) => item.unread))
+const readNotifications = computed(() => notificationItems.value.filter((item) => !item.unread))
+const activeNotifications = computed(() => (
+  notificationTab.value === 'unread' ? unreadNotifications.value : readNotifications.value
+))
+
+function openNotification(item) {
+  notificationOpen.value = false
+  const target = item?.target || {}
+  if (target.type === 'document' && (target.id || target.claimNo)) {
+    emit('openDocument', {
+      claimId: target.id,
+      id: target.id || target.claimNo,
+      claimNo: target.claimNo
+    })
+  }
+}

 const requestKpis = computed(() => {
  const summary = props.requestSummary ?? {}
--- a/web/src/components/shared/EnterpriseListPage.vue
+++ b/web/src/components/shared/EnterpriseListPage.vue
@@ -99,7 +99,6 @@
        :current-page="currentPage"
        :page-size="pageSize"
        :page-size-options="pageSizeOptions"
-        :pages="pages"
        :show-page-size="showPageSize"
        :summary="summary"
        :total="total"
@@ -139,10 +138,6 @@ const props = defineProps({
    default: () => []
  },
  panel: { type: Boolean, default: true },
-  pages: {
-    type: Array,
-    default: () => []
-  },
  retryLabel: { type: String, default: '重新加载' },
  searchable: { type: Boolean, default: false },
  searchPlaceholder: { type: String, default: '搜索' },
--- a/web/src/components/shared/EnterprisePagination.vue
+++ b/web/src/components/shared/EnterprisePagination.vue
@@ -78,10 +78,6 @@ const props = defineProps({
    type: Array,
    default: () => []
  },
-  pages: {
-    type: Array,
-    default: () => []
-  },
  showPageSize: { type: Boolean, default: true },
  summary: { type: String, default: '' },
  total: { type: Number, default: 0 },
@@ -106,7 +102,7 @@ const summaryText = computed(() => {
    return props.summary
  }

-  return `共 ${props.total} 条，当前第 ${props.currentPage} 页`
+  return `共 ${props.total} 条，当前第 ${props.currentPage} / ${props.totalPages} 页`
 })

 function setPage(page) {
@@ -142,3 +138,140 @@ watch(
  }
 )
 </script>
+
+<style scoped>
+.list-foot.enterprise-pagination {
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) auto minmax(0, 1fr);
+  align-items: center;
+  gap: 16px;
+  margin-top: 12px;
+}
+
+.enterprise-pagination .page-summary {
+  min-width: 0;
+  color: #64748b;
+  font-size: 14px;
+  font-weight: 650;
+}
+
+.enterprise-pagination .pager {
+  display: inline-flex;
+  justify-content: center;
+  gap: 6px;
+  padding: 4px;
+  border: 1px solid #e2e8f0;
+  border-radius: 4px;
+  background: #f8fafc;
+}
+
+.enterprise-pagination .pager button {
+  width: 32px;
+  height: 32px;
+  padding: 0;
+  border: 0;
+  border-radius: 3px;
+  background: transparent;
+  color: #334155;
+  font-size: 14px;
+  font-weight: 800;
+  transition: background 160ms ease, color 160ms ease, box-shadow 160ms ease;
+}
+
+.enterprise-pagination .pager button:hover:not(.active) {
+  background: #fff;
+  color: var(--theme-primary-active);
+  box-shadow: 0 1px 4px rgba(15, 23, 42, 0.08);
+}
+
+.enterprise-pagination .pager button.active {
+  background: var(--theme-primary);
+  color: #fff;
+  box-shadow: 0 8px 16px var(--theme-primary-shadow);
+}
+
+.enterprise-pagination .pager button:disabled {
+  color: #cbd5e1;
+  cursor: not-allowed;
+  box-shadow: none;
+}
+
+.enterprise-pagination .page-ellipsis {
+  width: 28px;
+  height: 32px;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  color: #64748b;
+  font-size: 13px;
+  font-weight: 850;
+}
+
+.enterprise-pagination .page-tools {
+  justify-self: end;
+  display: inline-flex;
+  align-items: center;
+  gap: 10px;
+  min-width: 0;
+}
+
+.enterprise-pagination .page-size-select {
+  width: 112px;
+}
+
+.enterprise-pagination .page-jump {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  color: #64748b;
+  font-size: 13px;
+  font-weight: 700;
+  white-space: nowrap;
+}
+
+.enterprise-pagination .page-jump input {
+  width: 54px;
+  height: 32px;
+  padding: 0 8px;
+  border: 1px solid #d7e0ea;
+  border-radius: 4px;
+  background: #fff;
+  color: #0f172a;
+  font-size: 13px;
+  font-weight: 800;
+  text-align: center;
+  transition: border-color 160ms ease, box-shadow 160ms ease;
+}
+
+.enterprise-pagination .page-jump input:focus {
+  border-color: var(--theme-primary);
+  box-shadow: 0 0 0 3px var(--theme-focus-ring);
+  outline: none;
+}
+
+@media (max-width: 760px) {
+  .list-foot.enterprise-pagination {
+    grid-template-columns: 1fr;
+    justify-items: stretch;
+  }
+
+  .enterprise-pagination .pager {
+    width: 100%;
+    max-width: 100%;
+    justify-content: flex-start;
+    overflow-x: auto;
+    scrollbar-width: thin;
+  }
+
+  .enterprise-pagination .pager button,
+  .enterprise-pagination .page-ellipsis {
+    flex: 0 0 auto;
+  }
+
+  .enterprise-pagination .page-tools {
+    justify-self: stretch;
+    justify-content: space-between;
+    flex-wrap: wrap;
+  }
+}
+</style>
--- a/web/src/composables/useAppShell.js
+++ b/web/src/composables/useAppShell.js
@@ -34,12 +34,15 @@ export function useAppShell() {
    conversation: null,
    scope: null,
    sessionType: '',
-    budgetContext: null
+    budgetContext: null,
+    initialPromptAutoSubmit: true,
+    initialApplicationPreview: null
  })
  const smartEntrySessionId = ref(0)
  const smartEntryRevealToken = ref(0)
  const smartEntryInvalidatedDraftClaimId = ref('')
-  const selectedRequestSnapshot = ref(null)
+  const selectedRequestSnapshot = ref(null)
+  const documentCenterRefreshToken = ref(0)

  const { activeView, currentView, setView } = useNavigation()
  const {
@@ -98,12 +101,19 @@ export function useAppShell() {
      : []
  ))

-  const requestsNeeded = computed(() => ['documents', 'workbench'].includes(activeView.value))
+  async function reloadDocumentCenterRequests() {
+    documentCenterRefreshToken.value += 1
+    return reloadRequests()
+  }

  watch(
-    requestsNeeded,
-    (isNeeded) => {
-      if (isNeeded) {
+    () => [activeView.value, route.name],
+    ([view]) => {
+      if (view === 'documents') {
+        void reloadDocumentCenterRequests()
+        return
+      }
+      if (view === 'workbench') {
        void ensureRequestsLoaded()
      }
    },
@@ -166,10 +176,17 @@ export function useAppShell() {
    toast(message)
  }

-  function handleNavigate(view) {
-    smartEntryOpen.value = false
-    setView(view)
-  }
+  function handleNavigate(view) {
+    smartEntryOpen.value = false
+    const shouldRefreshCurrentDocumentCenter =
+      view === 'documents'
+      && activeView.value === 'documents'
+      && route.name === 'app-documents'
+    setView(view)
+    if (shouldRefreshCurrentDocumentCenter) {
+      void reloadDocumentCenterRequests()
+    }
+  }

  function openFinancialAssistantCreate(source) {
    if (smartEntryOpen.value) {
@@ -185,7 +202,9 @@ export function useAppShell() {
      conversation: null,
      scope: null,
      sessionType: '',
-      budgetContext: null
+      budgetContext: null,
+      initialPromptAutoSubmit: true,
+      initialApplicationPreview: null
    }
    smartEntrySessionId.value += 1
  }
@@ -320,6 +339,7 @@ export function useAppShell() {
        || String(payload?.prompt || '').trim()
        || (Array.isArray(payload?.files) && payload.files.length)
        || payload?.conversation
+        || payload?.applicationPreview
    )
    if (smartEntryOpen.value && !shouldReplaceOpenEntry) {
      smartEntryRevealToken.value += 1
@@ -342,6 +362,10 @@ export function useAppShell() {
      sessionType,
      budgetContext: payload.budgetContext && typeof payload.budgetContext === 'object'
        ? payload.budgetContext
+        : null,
+      initialPromptAutoSubmit: payload.initialPromptAutoSubmit !== false,
+      initialApplicationPreview: payload.applicationPreview && typeof payload.applicationPreview === 'object'
+        ? payload.applicationPreview
        : null
    }
    smartEntrySessionId.value += 1
@@ -410,6 +434,7 @@ export function useAppShell() {
    currentView,
    customRange,
    detailMode,
+    documentCenterRefreshToken,
    filteredRequests,
    filters,
    handleApprove,
@@ -429,6 +454,7 @@ export function useAppShell() {
    requestsError,
    requestsLoading,
    reloadRequests,
+    reloadDocumentCenterRequests,
    requests,
    search,
    selectedRequest,
--- a/web/src/composables/useOverviewView.js
+++ b/web/src/composables/useOverviewView.js
@@ -1,4 +1,4 @@
-import { computed, onMounted, ref, watch } from 'vue'
+import { computed, onBeforeUnmount, onMounted, ref, watch } from 'vue'

 import {
  fetchDigitalEmployeeDashboard,
@@ -92,6 +92,9 @@ export function useOverviewView(options = {}) {
  const riskDashboardPayload = ref(null)
  const riskDashboardLoading = ref(false)
  const riskDashboardError = ref(null)
+  const riskDashboardLastUpdatedAt = ref('')
+  let riskDashboardRefreshTimer = 0
+  let riskDashboardRequestSeq = 0
  const digitalEmployeeDashboardPayload = ref(null)
  const digitalEmployeeDashboardLoading = ref(false)
  const digitalEmployeeDashboardError = ref(null)
@@ -178,22 +181,53 @@ export function useOverviewView(options = {}) {
  }

  const loadRiskDashboard = async () => {
+    const requestSeq = ++riskDashboardRequestSeq
    riskDashboardLoading.value = true
    riskDashboardError.value = null

    try {
-      riskDashboardPayload.value = await fetchRiskObservationDashboard({
+      const payload = await fetchRiskObservationDashboard({
        windowDays: activeRiskWindowDays.value,
        limit: 500
      })
+      if (requestSeq !== riskDashboardRequestSeq) {
+        return
+      }
+      riskDashboardPayload.value = payload
+      riskDashboardLastUpdatedAt.value = new Date().toISOString()
    } catch (error) {
+      if (requestSeq !== riskDashboardRequestSeq) {
+        return
+      }
      riskDashboardPayload.value = null
      riskDashboardError.value = error
    } finally {
-      riskDashboardLoading.value = false
+      if (requestSeq === riskDashboardRequestSeq) {
+        riskDashboardLoading.value = false
+      }
    }
  }

+  const startRiskDashboardRealtimeRefresh = () => {
+    if (riskDashboardRefreshTimer) {
+      window.clearInterval(riskDashboardRefreshTimer)
+    }
+    riskDashboardRefreshTimer = window.setInterval(() => {
+      if (document.visibilityState === 'hidden' || riskDashboardLoading.value) {
+        return
+      }
+      void loadRiskDashboard()
+    }, 30_000)
+  }
+
+  const stopRiskDashboardRealtimeRefresh = () => {
+    if (!riskDashboardRefreshTimer) {
+      return
+    }
+    window.clearInterval(riskDashboardRefreshTimer)
+    riskDashboardRefreshTimer = 0
+  }
+
  const loadDigitalEmployeeDashboard = async () => {
    digitalEmployeeDashboardLoading.value = true
    digitalEmployeeDashboardError.value = null
@@ -222,6 +256,11 @@ export function useOverviewView(options = {}) {
    void loadSystemDashboard()
    void loadRiskDashboard()
    void loadDigitalEmployeeDashboard()
+    startRiskDashboardRealtimeRefresh()
+  })
+
+  onBeforeUnmount(() => {
+    stopRiskDashboardRealtimeRefresh()
  })

  watch(
@@ -323,6 +362,9 @@ export function useOverviewView(options = {}) {
  const financeDepartmentRanking = computed(() => (
    financeDashboardPayload.value?.departmentRanking || []
  ))
+  const financeDepartmentEmployeeMix = computed(() => (
+    financeDashboardPayload.value?.departmentEmployeeMix || emptyFinanceDonut
+  ))
  const financeEmployeeRanking = computed(() => (
    financeDashboardPayload.value?.employeeRanking || []
  ))
@@ -501,7 +543,11 @@ export function useOverviewView(options = {}) {
  const activeTrend = computed(() => financeTrend.value)
  const spendTotal = computed(() => financeSpendByCategory.value.reduce((sum, item) => sum + Number(item.value || 0), 0))
  const riskTotal = computed(() => financeExceptionMix.value.reduce((sum, item) => sum + Number(item.value || 0), 0))
+  const departmentEmployeeTotal = computed(() => (
+    financeDepartmentEmployeeMix.value.reduce((sum, item) => sum + Number(item.value || item.amount || 0), 0)
+  ))
  const spendCenterValue = computed(() => formatCurrency(Math.round(spendTotal.value)))
+  const departmentEmployeeCenterValue = computed(() => formatCurrency(Math.round(departmentEmployeeTotal.value)))

  const spendLegend = computed(() => financeSpendByCategory.value.map((item) => ({
    ...item,
@@ -513,6 +559,14 @@ export function useOverviewView(options = {}) {
    display: `${item.value} 单`
  })))

+  const departmentEmployeeLegend = computed(() => financeDepartmentEmployeeMix.value.map((item) => ({
+    ...item,
+    value: Number(item.value || item.amount || 0),
+    display: departmentEmployeeTotal.value
+      ? `${Math.round((Number(item.value || item.amount || 0) / departmentEmployeeTotal.value) * 100)}%`
+      : '0%'
+  })))
+
  const systemToolTotal = computed(() =>
    systemToolCallMix.reduce((sum, item) => sum + item.value, 0)
  )
@@ -542,6 +596,7 @@ export function useOverviewView(options = {}) {
      rank: index + 1,
      shortName: item.name,
      amountLabel: formatCurrency(item.amount),
+      meta: `${Number(item.employeeCount || 0)} 人 / ${Number(item.count || 0)} 单`,
      width: `${Math.max((item.amount / max) * 100, 18)}%`,
      color: item.color
    }))
@@ -561,6 +616,7 @@ export function useOverviewView(options = {}) {
      rank: index + 1,
      shortName: item.name,
      amountLabel: formatCurrency(item.amount),
+      meta: `${item.department || '未归属部门'} / ${Number(item.count || 0)} 单`,
      width: `${Math.max((item.amount / max) * 100, 18)}%`,
      color: item.color
    }))
@@ -738,6 +794,8 @@ export function useOverviewView(options = {}) {
    bottlenecks,
    budgetMetrics,
    budgetSummary,
+    departmentEmployeeCenterValue,
+    departmentEmployeeLegend,
    departmentRangeOptions,
    digitalEmployeeCategoryRows,
    digitalEmployeeDashboard,
@@ -760,6 +818,7 @@ export function useOverviewView(options = {}) {
    rankedEmployees,
    riskDashboard,
    riskDashboardError,
+    riskDashboardLastUpdatedAt,
    riskDashboardLoading,
    riskDailyTrendRows,
    riskLegend,
--- a/web/src/data/metrics.js
+++ b/web/src/data/metrics.js
@@ -163,7 +163,7 @@ export const exceptionMix = [
  { name: '已入账', value: 9, color: 'var(--chart-blue)' }
 ]

-export const departmentRangeOptions = ['本周', '本月', '本季度']
+export const departmentRangeOptions = ['本月', '本季度', '本年', '全部']

 export const bottlenecks = [
  {
--- a/web/src/services/analytics.js
+++ b/web/src/services/analytics.js
@@ -20,6 +20,7 @@ const FINANCE_DASHBOARD_FALLBACK = {
  spendByCategory: null,
  exceptionMix: null,
  departmentRanking: null,
+  departmentEmployeeMix: null,
  employeeRanking: null,
  topClaims: null,
  bottlenecks: null,
@@ -69,6 +70,7 @@ function normalizeFinanceDashboardPayload(payload = {}) {
    spendByCategory: payload.spend_by_category || payload.spendByCategory || null,
    exceptionMix: payload.exception_mix || payload.exceptionMix || null,
    departmentRanking: payload.department_ranking || payload.departmentRanking || null,
+    departmentEmployeeMix: payload.department_employee_mix || payload.departmentEmployeeMix || null,
    employeeRanking: payload.employee_ranking || payload.employeeRanking || null,
    topClaims: payload.top_claims || payload.topClaims || null,
    bottlenecks: payload.bottlenecks || null,
@@ -129,7 +131,7 @@ export async function fetchFinanceDashboard(options = {}) {
  if (options.endDate) search.set('end_date', String(options.endDate))

  const payload = await apiRequest(`/analytics/finance-dashboard?${search.toString()}`, {
-    timeoutMs: Number(options.timeoutMs || 3500),
+    timeoutMs: Number(options.timeoutMs || 10000),
    timeoutMessage: '财务看板真实数据加载超时，已保留本地展示数据。'
  })

--- a/web/src/utils/expenseApplicationPreview.js
+++ b/web/src/utils/expenseApplicationPreview.js
@@ -121,6 +121,10 @@ function resolveDaysFromDateRange(rangeText) {
  return diffDays >= 0 ? `${diffDays + 1}天` : ''
 }

+export function resolveApplicationDaysFromDateRange(rangeText) {
+  return resolveDaysFromDateRange(rangeText)
+}
+
 function resolvePreviewToday(options = {}) {
  const explicitToday = String(options.today || options.currentDate || '').trim()
  if (parseIsoDate(explicitToday)) return normalizeDateText(explicitToday)
--- a/web/src/utils/travelApplicationPlanning.js
+++ b/web/src/utils/travelApplicationPlanning.js
@@ -0,0 +1,119 @@
+export const TRAVEL_PLANNING_ACTION_GENERATE = 'generate_travel_application_plan'
+export const TRAVEL_PLANNING_ACTION_SKIP = 'skip_travel_application_plan'
+
+function normalizeText(value) {
+  return String(value || '').trim()
+}
+
+function isTravelApplication(applicationType = '') {
+  return /差旅|出差/.test(normalizeText(applicationType))
+}
+
+function extractDateParts(timeText = '') {
+  const dates = normalizeText(timeText).match(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/g) || []
+  return {
+    startDate: dates[0] || '',
+    endDate: dates[dates.length - 1] || dates[0] || ''
+  }
+}
+
+function resolveTravelPlanningContext(preview = {}, draftPayload = {}) {
+  const fields = preview?.fields && typeof preview.fields === 'object' ? preview.fields : {}
+  const applicationType = normalizeText(fields.applicationType)
+  if (!isTravelApplication(applicationType)) {
+    return null
+  }
+
+  const location = normalizeText(fields.location)
+  const time = normalizeText(fields.time)
+  if (!location || !time) {
+    return null
+  }
+
+  const dates = extractDateParts(time)
+  return {
+    applicationType,
+    location,
+    time,
+    startDate: dates.startDate,
+    endDate: dates.endDate,
+    days: normalizeText(fields.days),
+    transportMode: normalizeText(fields.transportMode),
+    reason: normalizeText(fields.reason),
+    claimNo: normalizeText(draftPayload?.claim_no || draftPayload?.claimNo)
+  }
+}
+
+export function buildTravelPlanningNudgeMessage(preview = {}, draftPayload = {}) {
+  const context = resolveTravelPlanningContext(preview, draftPayload)
+  if (!context) {
+    return ''
+  }
+
+  const timeCopy = context.startDate && context.endDate && context.startDate !== context.endDate
+    ? `${context.startDate} 至 ${context.endDate}`
+    : context.time
+  const transportCopy = context.transportMode ? `、${context.transportMode}时间窗口` : '、交通方式比选'
+  return [
+    `本次${context.location}差旅申请已经提交。`,
+    `如果你愿意，我可以继续按 ${timeCopy} 帮你整理一版行程规划，包括出发/返程${transportCopy}、酒店区域建议和还需要确认的事项。`
+  ].join('\n')
+}
+
+export function buildTravelPlanningSuggestedActions(preview = {}, draftPayload = {}) {
+  const context = resolveTravelPlanningContext(preview, draftPayload)
+  if (!context) {
+    return []
+  }
+
+  return [
+    {
+      label: '生成行程规划',
+      action_type: TRAVEL_PLANNING_ACTION_GENERATE,
+      description: '按本次申请的地点和时间给出交通、酒店和待确认事项。',
+      icon: 'mdi mdi-map-clock-outline',
+      emphasis: 'primary',
+      payload: {
+        context
+      }
+    },
+    {
+      label: '暂不需要',
+      action_type: TRAVEL_PLANNING_ACTION_SKIP,
+      description: '保留申请结果，不继续生成规划。',
+      icon: 'mdi mdi-check-outline',
+      payload: {
+        context
+      }
+    }
+  ]
+}
+
+export function buildTravelPlanningRecommendation(preview = {}, draftPayload = {}) {
+  const context = resolveTravelPlanningContext(preview, draftPayload)
+  if (!context) {
+    return ''
+  }
+
+  const outboundDate = context.startDate || '出发当天'
+  const returnDate = context.endDate || '返回当天'
+  const transport = context.transportMode || '火车/飞机'
+  const reasonLine = context.reason ? `业务安排：${context.reason}` : '业务安排：以申请事由为准，出发前再确认具体到场时间。'
+  const hotelArea = `${context.location}核心办公区、客户现场周边或交通枢纽 30 分钟通勤范围内`
+  const claimLine = context.claimNo ? `关联申请单：${context.claimNo}` : ''
+
+  return [
+    '可以，先给你一版轻量行程规划，后续你可以继续补充偏好。',
+    '',
+    claimLine,
+    `行程时间：${context.time}${context.days ? `（${context.days}）` : ''}`,
+    reasonLine,
+    '',
+    `交通建议：${outboundDate} 优先看上午到中午抵达 ${context.location} 的${transport}班次，预留到达后 1.5 小时交通和现场准备时间；${returnDate} 优先看下午或晚间返程，避免压缩最后一天工作安排。`,
+    `酒店建议：优先选择${hotelArea}，同时关注可开发票、可取消、早餐和离现场距离。`,
+    '需要确认：出发城市、客户现场地址、是否需要同行人、是否有指定住宿协议酒店、是否需要提前准备会议室或网络环境。',
+    '',
+    '你也可以继续告诉我出发城市、偏好的交通方式或预算，我再把规划细化成更具体的时间段。'
+  ].filter(Boolean).join('\n')
+}
+
--- a/web/src/utils/workbenchSummary.js
+++ b/web/src/utils/workbenchSummary.js
@@ -3,6 +3,10 @@ function parseNumber(value) {
  return Number.isFinite(nextValue) ? nextValue : 0
 }

+function normalizeText(value) {
+  return String(value ?? '').trim()
+}
+
 function toDate(value) {
  if (!value) {
    return null
@@ -60,6 +64,174 @@ function formatCurrency(value) {
  }).format(parseNumber(value))
 }

+function resolveRequestIdentity(request) {
+  return normalizeText(request?.claimNo || request?.claim_no || request?.id || request?.claimId)
+}
+
+function resolveRequestTarget(request) {
+  return {
+    type: 'document',
+    id: normalizeText(request?.claimId || request?.id),
+    claimNo: resolveRequestIdentity(request)
+  }
+}
+
+function resolveStatusTone(approvalKey) {
+  if (approvalKey === 'supplement' || approvalKey === 'rejected') return 'danger'
+  if (approvalKey === 'draft') return 'success'
+  if (approvalKey === 'pending_payment') return 'warning'
+  if (approvalKey === 'in_progress') return 'info'
+  return 'muted'
+}
+
+function resolveTodoAction(request) {
+  const approvalKey = normalizeText(request?.approvalKey)
+  const status = normalizeText(request?.status || request?.approvalStatus)
+
+  if (approvalKey === 'supplement' || approvalKey === 'rejected') {
+    return {
+      title: '补充或修改单据',
+      status: approvalKey === 'rejected' ? '退回修改' : '待补充',
+      statusTone: 'danger',
+      iconKey: 'receipts',
+      color: 'var(--danger)',
+      accent: 'var(--danger-soft)'
+    }
+  }
+
+  if (approvalKey === 'draft' || /draft|草稿|待提交/i.test(status)) {
+    return {
+      title: '提交草稿单据',
+      status: '待提交',
+      statusTone: 'success',
+      iconKey: 'travelDraft',
+      color: 'var(--theme-primary)',
+      accent: 'var(--theme-primary-soft)'
+    }
+  }
+
+  return null
+}
+
+function buildTodoItems(ownedRequests) {
+  return ownedRequests
+    .map((request) => {
+      const action = resolveTodoAction(request)
+      if (!action) {
+        return null
+      }
+
+      const requestId = resolveRequestIdentity(request)
+      const title = normalizeText(request?.title || request?.note || request?.sceneLabel) || requestId
+
+      return {
+        ...action,
+        id: requestId,
+        requestId,
+        title: action.title,
+        description: `${requestId || '单据'} · ${title || '费用单据'}`,
+        due: normalizeText(request?.updatedAt || request?.applyTime || request?.submittedAt) || '待处理',
+        target: resolveRequestTarget(request),
+        prompt: `帮我处理 ${requestId || title}：${action.status}`
+      }
+    })
+    .filter(Boolean)
+    .sort((left, right) => normalizeText(right.due).localeCompare(normalizeText(left.due)))
+}
+
+function resolveProgressStatusTone(approvalKey) {
+  if (approvalKey === 'completed') return 'muted'
+  if (approvalKey === 'pending_payment') return 'warning'
+  if (approvalKey === 'supplement' || approvalKey === 'rejected') return 'danger'
+  return 'success'
+}
+
+function resolveCurrentProgressIndex(steps) {
+  const currentIndex = steps.findIndex((step) => step?.current)
+  if (currentIndex >= 0) {
+    return currentIndex
+  }
+
+  const activeIndex = steps.findLastIndex((step) => step?.active || step?.done)
+  return Math.max(0, activeIndex)
+}
+
+export function buildAdjacentProgressSteps(steps = [], windowSize = 4) {
+  const rows = Array.isArray(steps) ? steps : []
+  if (!rows.length) {
+    return []
+  }
+
+  const currentIndex = resolveCurrentProgressIndex(rows)
+  const safeWindowSize = Math.max(1, Number(windowSize) || 4)
+  let start = Math.max(0, currentIndex - 1)
+  let end = Math.min(rows.length, start + safeWindowSize)
+
+  if (end - start < safeWindowSize) {
+    start = Math.max(0, end - safeWindowSize)
+  }
+
+  return rows.slice(start, end).map((step) => ({
+    label: normalizeText(step.label || step.rawLabel),
+    done: Boolean(step.done),
+    current: Boolean(step.current),
+    title: normalizeText(step.title || step.time || step.detail)
+  }))
+}
+
+function buildProgressItems(ownedRequests) {
+  return ownedRequests
+    .filter((request) => Array.isArray(request?.progressSteps) && request.progressSteps.length)
+    .map((request) => {
+      const requestId = resolveRequestIdentity(request)
+      const steps = buildAdjacentProgressSteps(request.progressSteps, 4)
+      const currentStep = steps.find((step) => step.current)
+      const title = normalizeText(request?.title || request?.note || request?.sceneLabel) || '费用单据'
+
+      return {
+        id: requestId,
+        requestId,
+        title,
+        amount: formatCurrency(request?.amount),
+        status: normalizeText(request?.approvalStatus || currentStep?.label) || '处理中',
+        statusTone: resolveProgressStatusTone(normalizeText(request?.approvalKey)),
+        updatedAt: normalizeText(request?.updatedAt || request?.submittedAt || request?.createdAt),
+        steps,
+        target: resolveRequestTarget(request),
+        prompt: `查询 ${requestId || title} 的费用进度`
+      }
+    })
+    .sort((left, right) => normalizeText(right.updatedAt).localeCompare(normalizeText(left.updatedAt)))
+}
+
+function buildNotifications(todoItems, progressItems) {
+  const todoNotifications = todoItems.map((item) => ({
+    id: `todo:${item.requestId || item.description}`,
+    title: item.status,
+    description: item.description,
+    time: item.due,
+    unread: true,
+    tone: item.statusTone,
+    target: item.target,
+    prompt: item.prompt
+  }))
+
+  const progressNotifications = progressItems
+    .filter((item) => ['danger', 'warning'].includes(item.statusTone))
+    .map((item) => ({
+      id: `progress:${item.requestId || item.title}`,
+      title: item.status,
+      description: `${item.requestId || '单据'} · ${item.title}`,
+      time: item.updatedAt || '最近更新',
+      unread: false,
+      tone: item.statusTone,
+      target: item.target,
+      prompt: item.prompt
+    }))
+
+  return [...todoNotifications, ...progressNotifications]
+}
+
 export function buildWorkbenchSummary(requests, currentUser) {
  const ownedRequests = Array.isArray(requests)
    ? requests.filter((item) => belongsToCurrentUser(item, currentUser))
@@ -79,6 +251,9 @@ export function buildWorkbenchSummary(requests, currentUser) {
  const completedCount = ownedRequests.filter((item) => item.approvalKey === 'completed').length
  const returnCount = ownedRequests.filter((item) => item.approvalKey === 'rejected').length
  const highRiskCount = monthlyClaims.filter((item) => hasHighRiskFlag(item)).length
+  const todoItems = buildTodoItems(ownedRequests)
+  const progressItems = buildProgressItems(ownedRequests)
+  const notifications = buildNotifications(todoItems, progressItems)

  return {
    monthlyCount,
@@ -91,6 +266,10 @@ export function buildWorkbenchSummary(requests, currentUser) {
    pendingPaymentCount,
    completedCount,
    returnCount,
-    highRiskCount
+    highRiskCount,
+    todoItems,
+    progressItems,
+    notifications,
+    unreadNotificationCount: notifications.filter((item) => item.unread).length
  }
 }
--- a/web/src/views/AppShellRouteView.vue
+++ b/web/src/views/AppShellRouteView.vue
@@ -71,6 +71,7 @@
        :knowledge-summary="knowledgeSummary"
        :request-summary="requestSummary"
        :document-summary="documentSummary"
+        :workbench-summary="workbenchSummary"
        :digital-employee-summary="digitalEmployeeSummary"
        :company-name="ENTERPRISE_DISPLAY_NAME"
        :detail-mode="resolvedDetailMode"
@@ -84,6 +85,7 @@
        @update:overview-dashboard="overviewDashboard = $event"
        @batch-approve="toast('已批量通过 23 条审批任务。')"
        @new-application="openExpenseApplicationCreate"
+        @open-document="openWorkbenchDocument"
      />

      <FilterBar
@@ -124,6 +126,7 @@
          :assistant-modal-open="smartEntryOpen"
          :workbench-summary="workbenchSummary"
          @open-assistant="openSmartEntry"
+          @open-document="openWorkbenchDocument"
        />

        <TravelRequestDetailView
@@ -142,6 +145,7 @@
          :has-data="requests.length > 0"
          :loading="requestsLoading"
          :error="requestsError"
+          :refresh-token="documentCenterRefreshToken"
          @open-document="openRequestDetail"
          @create-request="openTravelCreate"
          @create-application="openExpenseApplicationCreate"
@@ -188,6 +192,8 @@
      :initial-conversation="smartEntryContext.conversation"
      :initial-session-type="smartEntryContext.sessionType"
      :initial-budget-context="smartEntryContext.budgetContext"
+      :initial-prompt-auto-submit="smartEntryContext.initialPromptAutoSubmit"
+      :initial-application-preview="smartEntryContext.initialApplicationPreview"
      :entry-source="smartEntryContext.source"
      :request-context="smartEntryContext.request"
      :invalidated-draft-claim-id="smartEntryInvalidatedDraftClaimId"
@@ -274,6 +280,7 @@ const {
  customRange,
  detailAlerts,
  detailMode,
+  documentCenterRefreshToken,
  filteredRequests,
  filters,
  handleApprove,
@@ -292,6 +299,7 @@ const {
  workbenchSummary,
  requestsError,
  requestsLoading,
+  reloadDocumentCenterRequests,
  reloadRequests,
  requests,
  search,
@@ -351,6 +359,20 @@ const resolvedDetailKpis = computed(() => (
  customDetailTopBarActive.value ? detailTopBarPayload.value?.kpis || [] : []
 ))

+function openWorkbenchDocument(payload = {}) {
+  const requestId = String(payload.claimId || payload.id || payload.claimNo || '').trim()
+  if (!requestId) {
+    return
+  }
+
+  const request = requests.value.find((item) => (
+    String(item.claimId || '').trim() === requestId
+    || String(item.id || '').trim() === requestId
+    || String(item.claimNo || '').trim() === requestId
+  ))
+  openRequestDetail(request || payload)
+}
+
 function handleLogout() {
  logout('manual')
 }
--- a/web/src/views/BudgetCenterView.vue
+++ b/web/src/views/BudgetCenterView.vue
@@ -196,35 +196,16 @@
        </table>
      </div>

-      <footer v-if="showTable" class="list-foot">
-        <span class="page-summary">{{ pageSummary }}</span>
-        <div class="pager" aria-label="分页">
-          <button class="page-nav" type="button" :disabled="budgetPage === 1" aria-label="上一页" @click="goToBudgetPage(budgetPage - 1)">
-            <i class="mdi mdi-chevron-left"></i>
-          </button>
-          <button
-            v-for="page in budgetPageNumbers"
-            :key="page"
-            class="page-number"
-            :class="{ active: budgetPage === page }"
-            type="button"
-            :aria-current="budgetPage === page ? 'page' : undefined"
-            @click="goToBudgetPage(page)"
-          >
-            {{ page }}
-          </button>
-          <button class="page-nav" type="button" :disabled="budgetPage === totalBudgetPages" aria-label="下一页" @click="goToBudgetPage(budgetPage + 1)">
-            <i class="mdi mdi-chevron-right"></i>
-          </button>
-        </div>
-        <EnterpriseSelect
-          v-model="budgetPageSize"
-          class="page-size-select"
-          :options="budgetPageSizeOptions"
-          size="small"
-          @change="changeBudgetPageSize"
-        />
-      </footer>
+      <EnterprisePagination
+        v-if="showTable"
+        :current-page="budgetPage"
+        :page-size="budgetPageSize"
+        :page-size-options="budgetPageSizeOptions"
+        :summary="pageSummary"
+        :total-pages="totalBudgetPages"
+        @page-size-change="changeBudgetPageSize"
+        @update:current-page="goToBudgetPage"
+      />
    </article>

    <EnterpriseDetailPage
--- a/web/src/views/DigitalEmployeesView.vue
+++ b/web/src/views/DigitalEmployeesView.vue
@@ -154,7 +154,8 @@ import { isPlatformAdminUser } from '../utils/accessControl.js'
 import {
  DIGITAL_EMPLOYEE_SKILL_CATEGORY_OPTIONS,
  formatDigitalEmployeeCron,
-  isDigitalEmployeeAsset
+  isDigitalEmployeeAsset,
+  shouldDisplayDigitalEmployeeAsset
 } from './scripts/auditViewDigitalEmployeeModel.js'
 import {
  buildDigitalEmployeeScheduleConfig,
@@ -336,7 +337,9 @@ async function loadEmployees() {
  try {
    const payload = await fetchAgentAssets({ assetType: 'task' })
    const items = Array.isArray(payload)
-      ? payload.filter(isDigitalEmployeeAsset).map(buildEmployeeListItem)
+      ? payload
+        .filter((asset) => isDigitalEmployeeAsset(asset) && shouldDisplayDigitalEmployeeAsset(asset))
+        .map(buildEmployeeListItem)
      : []

    employees.value = sortEmployees(items)
--- a/web/src/views/DocumentsCenterView.vue
+++ b/web/src/views/DocumentsCenterView.vue
@@ -215,36 +215,23 @@
        </table>
      </div>

-      <footer v-if="showTable" class="list-foot">
-        <span class="page-summary">共 {{ filteredRows.length }} 条，目前第 {{ currentPage }} 页</span>
-        <div class="pager" aria-label="分页">
-          <button class="page-nav" type="button" :disabled="currentPage === 1" aria-label="上一页" @click="currentPage--">
-            <i class="mdi mdi-chevron-left"></i>
-          </button>
-          <button
-            v-for="page in totalPages"
-            :key="page"
-            class="page-number"
-            :class="{ active: currentPage === page }"
-            type="button"
-            :aria-current="currentPage === page ? 'page' : undefined"
-            @click="currentPage = page"
-          >
-            {{ page }}
-          </button>
-          <button class="page-nav" type="button" :disabled="currentPage === totalPages" aria-label="下一页" @click="currentPage++">
-            <i class="mdi mdi-chevron-right"></i>
-          </button>
-        </div>
-        <EnterpriseSelect v-model="pageSize" class="page-size-select" :options="pageSizeOptions" size="small" @change="changePageSize" />
-      </footer>
+      <EnterprisePagination
+        v-if="showTable"
+        :current-page="currentPage"
+        :page-size="pageSize"
+        :page-size-options="pageSizeOptions"
+        :summary="pageSummary"
+        :total-pages="totalPages"
+        @page-size-change="changePageSize"
+        @update:current-page="currentPage = $event"
+      />
    </article>
  </section>
 </template>

 <script setup>
 import { computed, onMounted, ref, watch } from 'vue'
-import EnterpriseSelect from '../components/shared/EnterpriseSelect.vue'
+import EnterprisePagination from '../components/shared/EnterprisePagination.vue'
 import TableEmptyState from '../components/shared/TableEmptyState.vue'
 import TableLoadingState from '../components/shared/TableLoadingState.vue'
 import { useMinimumVisibleState } from '../composables/useMinimumVisibleState.js'
@@ -318,7 +305,8 @@ const props = defineProps({
  filteredRequests: { type: Array, required: true },
  hasData: { type: Boolean, default: false },
  loading: { type: Boolean, default: false },
-  error: { type: String, default: '' }
+  error: { type: String, default: '' },
+  refreshToken: { type: Number, default: 0 }
 })
 const emit = defineEmits([
  'open-document',
@@ -463,6 +451,7 @@ const filteredRows = computed(() => {
 })

 const totalPages = computed(() => Math.max(1, Math.ceil(filteredRows.value.length / pageSize.value)))
+const pageSummary = computed(() => `共 ${filteredRows.value.length} 条，目前第 ${currentPage.value} / ${totalPages.value} 页`)
 const visibleRows = computed(() => {
  const start = (currentPage.value - 1) * pageSize.value
  return filteredRows.value.slice(start, start + pageSize.value)
@@ -832,6 +821,15 @@ watch(documentSummary, (summary) => {
 onMounted(() => {
  void loadSupportingRows()
 })
+
+watch(
+  () => props.refreshToken,
+  (token, previousToken) => {
+    if (token && token !== previousToken) {
+      void loadSupportingRows()
+    }
+  }
+)
 </script>

 <style scoped src="../assets/styles/components/document-list-shared.css"></style>
--- a/web/src/views/EmployeeManagementView.vue
+++ b/web/src/views/EmployeeManagementView.vue
@@ -657,47 +657,16 @@
          </table>
        </div>

-        <footer v-if="!loading && !errorMessage && totalCount" class="list-foot">
-          <span class="page-summary">共 {{ totalCount }} 条，目前第 {{ currentPage }} 页</span>
-          <div class="pager" aria-label="分页">
-            <button
-              class="page-nav"
-              type="button"
-              :disabled="currentPage === 1"
-              aria-label="上一页"
-              @click="currentPage--"
-            >
-              <i class="mdi mdi-chevron-left"></i>
-            </button>
-            <button
-              v-for="page in totalPages"
-              :key="page"
-              class="page-number"
-              :class="{ active: currentPage === page }"
-              type="button"
-              :aria-current="currentPage === page ? 'page' : undefined"
-              @click="currentPage = page"
-            >
-              {{ page }}
-            </button>
-            <button
-              class="page-nav"
-              type="button"
-              :disabled="currentPage === totalPages"
-              aria-label="下一页"
-              @click="currentPage++"
-            >
-              <i class="mdi mdi-chevron-right"></i>
-            </button>
-          </div>
-          <EnterpriseSelect
-            v-model="pageSize"
-            class="page-size-select"
-            :options="pageSizeOptions"
-            size="small"
-            @change="changePageSize"
-          />
-        </footer>
+        <EnterprisePagination
+          v-if="!loading && !errorMessage && totalCount"
+          :current-page="currentPage"
+          :page-size="pageSize"
+          :page-size-options="pageSizeOptions"
+          :summary="pageSummary"
+          :total-pages="totalPages"
+          @page-size-change="changePageSize"
+          @update:current-page="currentPage = $event"
+        />
      </article>
    </Transition>

--- a/web/src/views/LogsView.vue
+++ b/web/src/views/LogsView.vue
@@ -14,9 +14,8 @@
        :empty="!systemLogLoading && !visibleSystemLogEntries.length"
        :total="totalCount"
        :total-pages="totalPages"
-        :pages="visiblePageItems"
        :page-size-options="pageSizeOptions"
-        :summary="`共 ${totalCount} 条系统日志，当前第 ${currentPage} 页`"
+        :summary="`共 ${totalCount} 条系统日志，当前第 ${currentPage} / ${totalPages} 页`"
        :show-pagination="!systemLogLoading && filteredSystemLogEntries.length > 0"
        loading-title="系统日志同步中"
        loading-message="正在加载系统运行日志记录"
--- a/web/src/views/OverviewView.vue
+++ b/web/src/views/OverviewView.vue
@@ -69,7 +69,7 @@
      <div class="content-grid bottom-grid">
        <article class="panel dashboard-card rank-panel">
          <div class="card-head">
-            <h3>部门报销排行（费用金额）<i class="mdi mdi-information-outline"></i></h3>
+            <h3>部门报销排行 <i class="mdi mdi-information-outline"></i></h3>
            <EnterpriseSelect
              v-model="activeDepartmentRange"
              class="card-select"
@@ -84,7 +84,14 @@

        <article class="panel dashboard-card employee-rank-panel">
          <div class="card-head">
-            <h3>个人报销排行（本月）<i class="mdi mdi-information-outline"></i></h3>
+            <h3>个人报销排行 <i class="mdi mdi-information-outline"></i></h3>
+            <EnterpriseSelect
+              v-model="activeDepartmentRange"
+              class="card-select"
+              :options="departmentRangeOptions"
+              aria-label="个人排行时间范围"
+              size="small"
+            />
          </div>

          <BarChart :items="rankedEmployees" />
@@ -92,22 +99,33 @@

        <article class="panel dashboard-card top-claim-panel">
          <div class="card-head">
-            <h3>本月高额单据 <i class="mdi mdi-information-outline"></i></h3>
+            <h3>高额单据 <i class="mdi mdi-information-outline"></i></h3>
+            <span class="card-range-chip">{{ activeDepartmentRange }}</span>
          </div>

-          <div class="top-claim-list">
-            <div
-              v-for="item in topClaims"
-              :key="item.claimNo"
-              class="top-claim-row"
-            >
-              <div>
-                <strong>{{ item.claimNo }}</strong>
-                <span>{{ item.employeeName }} · {{ item.departmentName || '未归属部门' }}</span>
-              </div>
-              <div>
-                <strong>{{ item.amountLabel }}</strong>
-                <span>{{ item.expenseTypeLabel }} · {{ item.statusLabel }}</span>
+          <div class="top-claim-split">
+            <div class="department-employee-mix">
+              <DonutChart
+                :items="departmentEmployeeLegend"
+                :center-value="departmentEmployeeCenterValue"
+                center-label="人员占比"
+              />
+            </div>
+
+            <div class="top-claim-list">
+              <div
+                v-for="item in topClaims"
+                :key="item.claimNo"
+                class="top-claim-row"
+              >
+                <div>
+                  <strong>{{ item.claimNo }}</strong>
+                  <span>{{ item.employeeName }} · {{ item.departmentName || '未归属部门' }}</span>
+                </div>
+                <div>
+                  <strong>{{ item.amountLabel }}</strong>
+                  <span>{{ item.expenseTypeLabel }} · {{ item.statusLabel }}</span>
+                </div>
              </div>
            </div>
          </div>
@@ -158,6 +176,7 @@
      :dashboard="riskDashboard"
      :loading="riskDashboardLoading"
      :error="riskDashboardError"
+      :last-updated-at="riskDashboardLastUpdatedAt"
      :level-legend="riskLevelLegend"
      :source-legend="riskSourceLegend"
      :signal-ranking="riskSignalRanking"
@@ -358,6 +377,8 @@ const {
  activeTrendRange,
  budgetMetrics,
  budgetSummary,
+  departmentEmployeeCenterValue,
+  departmentEmployeeLegend,
  departmentRangeOptions,
  digitalEmployeeCategoryRows,
  digitalEmployeeDashboard,
@@ -371,6 +392,7 @@ const {
  rankedEmployees,
  riskDashboard,
  riskDashboardError,
+  riskDashboardLastUpdatedAt,
  riskDashboardLoading,
  riskDailyTrendRows,
  riskKpiMetrics,
--- a/web/src/views/PersonalWorkbenchView.vue
+++ b/web/src/views/PersonalWorkbenchView.vue
@@ -4,6 +4,7 @@
    :assistant-modal-open="assistantModalOpen"
    :workbench-summary="workbenchSummary"
    @open-assistant="emit('open-assistant', $event)"
+    @open-document="emit('open-document', $event)"
  />
 </template>

@@ -15,5 +16,5 @@ defineProps({
  workbenchSummary: { type: Object, default: () => ({}) }
 })

-const emit = defineEmits(['open-assistant'])
+const emit = defineEmits(['open-assistant', 'open-document'])
 </script>
--- a/web/src/views/PoliciesView.vue
+++ b/web/src/views/PoliciesView.vue
@@ -146,35 +146,15 @@
                </table>
              </div>

-              <footer class="list-foot">
-                <span class="page-summary">共 {{ totalCount }} 条，目前第 {{ currentPage }} 页</span>
-                <div class="pager" aria-label="分页">
-                  <button class="page-nav" type="button" :disabled="currentPage === 1" aria-label="上一页" @click="currentPage--">
-                    <i class="mdi mdi-chevron-left"></i>
-                  </button>
-                  <button
-                    v-for="page in totalPages"
-                    :key="page"
-                    class="page-number"
-                    :class="{ active: currentPage === page }"
-                    type="button"
-                    :aria-current="currentPage === page ? 'page' : undefined"
-                    @click="currentPage = page"
-                  >
-                    {{ page }}
-                  </button>
-                  <button class="page-nav" type="button" :disabled="currentPage === totalPages" aria-label="下一页" @click="currentPage++">
-                    <i class="mdi mdi-chevron-right"></i>
-                  </button>
-                </div>
-                <EnterpriseSelect
-                  v-model="pageSize"
-                  class="page-size-select"
-                  :options="pageSizeOptions"
-                  size="small"
-                  @change="changePageSize"
-                />
-              </footer>
+              <EnterprisePagination
+                :current-page="currentPage"
+                :page-size="pageSize"
+                :page-size-options="pageSizeOptions"
+                :summary="pageSummary"
+                :total-pages="totalPages"
+                @page-size-change="changePageSize"
+                @update:current-page="currentPage = $event"
+              />
            </section>
          </div>
        </article>
--- a/web/src/views/ReceiptFolderView.vue
+++ b/web/src/views/ReceiptFolderView.vue
@@ -112,28 +112,16 @@
        </table>
      </div>

-      <footer v-if="showTable" class="list-foot">
-        <span class="page-summary">共 {{ filteredRows.length }} 条，目前第 {{ currentPage }} 页</span>
-        <div class="pager" aria-label="分页">
-          <button class="page-nav" type="button" :disabled="currentPage === 1" aria-label="上一页" @click="currentPage--">
-            <i class="mdi mdi-chevron-left"></i>
-          </button>
-          <button
-            v-for="page in totalPages"
-            :key="page"
-            class="page-number"
-            :class="{ active: currentPage === page }"
-            type="button"
-            @click="currentPage = page"
-          >
-            {{ page }}
-          </button>
-          <button class="page-nav" type="button" :disabled="currentPage === totalPages" aria-label="下一页" @click="currentPage++">
-            <i class="mdi mdi-chevron-right"></i>
-          </button>
-        </div>
-        <EnterpriseSelect v-model="pageSize" class="page-size-select" :options="pageSizeOptions" size="small" @change="currentPage = 1" />
-      </footer>
+      <EnterprisePagination
+        v-if="showTable"
+        :current-page="currentPage"
+        :page-size="pageSize"
+        :page-size-options="pageSizeOptions"
+        :summary="pageSummary"
+        :total-pages="totalPages"
+        @page-size-change="changePageSize"
+        @update:current-page="currentPage = $event"
+      />
    </article>

    <EnterpriseDetailPage
@@ -395,7 +383,7 @@ import { ElCheckbox, ElCheckboxGroup } from 'element-plus/es/components/checkbox
 import { ElCollapse, ElCollapseItem } from 'element-plus/es/components/collapse/index.mjs'
 import { ElDialog } from 'element-plus/es/components/dialog/index.mjs'

-import EnterpriseSelect from '../components/shared/EnterpriseSelect.vue'
+import EnterprisePagination from '../components/shared/EnterprisePagination.vue'
 import EnterpriseDetailCard from '../components/shared/EnterpriseDetailCard.vue'
 import EnterpriseDetailPage from '../components/shared/EnterpriseDetailPage.vue'
 import TableEmptyState from '../components/shared/TableEmptyState.vue'
@@ -477,6 +465,7 @@ const filteredRows = computed(() => {
  ].filter(Boolean).join('').toLowerCase().includes(normalized))
 })
 const totalPages = computed(() => Math.max(1, Math.ceil(filteredRows.value.length / pageSize.value)))
+const pageSummary = computed(() => `共 ${filteredRows.value.length} 条，目前第 ${currentPage.value} / ${totalPages.value} 页`)
 const visibleRows = computed(() => {
  const start = (currentPage.value - 1) * pageSize.value
  return filteredRows.value.slice(start, start + pageSize.value)
@@ -599,6 +588,11 @@ function switchStatus(status) {
  activeStatus.value = status
 }

+function changePageSize(size) {
+  pageSize.value = Number(size) || pageSize.value
+  currentPage.value = 1
+}
+
 async function reloadReceipts() {
  loading.value = true
  error.value = ''
--- a/web/src/views/TravelRequestDetailView.vue
+++ b/web/src/views/TravelRequestDetailView.vue
@@ -476,6 +476,16 @@
            <i class="mdi mdi-trash-can-outline"></i>
            {{ deleteBusy ? '删除中' : deleteActionLabel }}
          </button>
+          <button
+            v-if="canModifyReturnedApplication"
+            class="secondary-action"
+            type="button"
+            :disabled="actionBusy"
+            @click="handleModifyApplication"
+          >
+            <i class="mdi mdi-pencil-outline"></i>
+            修改申请
+          </button>
          <button class="approve-action" type="button" :disabled="!canSubmit" @click="handleSubmit">
            <i :class="submitActionIcon"></i>
            {{ submitActionLabel }}
@@ -773,3 +783,4 @@
 <script src="./scripts/TravelRequestDetailView.js"></script>
 <style scoped src="../assets/styles/views/travel-request-detail-view.css"></style>
 <style scoped src="../assets/styles/views/travel-request-detail-view-part2.css"></style>
+<style scoped src="../assets/styles/views/travel-request-detail-responsive.css"></style>
--- a/web/src/views/scripts/BudgetCenterView.js
+++ b/web/src/views/scripts/BudgetCenterView.js
@@ -4,6 +4,7 @@ import { ElButton } from 'element-plus/es/components/button/index.mjs'
 import BudgetTrendChart from '../../components/charts/BudgetTrendChart.vue'
 import EnterpriseDetailCard from '../../components/shared/EnterpriseDetailCard.vue'
 import EnterpriseDetailPage from '../../components/shared/EnterpriseDetailPage.vue'
+import EnterprisePagination from '../../components/shared/EnterprisePagination.vue'
 import EnterpriseSelect from '../../components/shared/EnterpriseSelect.vue'
 import TableEmptyState from '../../components/shared/TableEmptyState.vue'
 import TableLoadingState from '../../components/shared/TableLoadingState.vue'
@@ -98,6 +99,7 @@ export default {
  emits: ['openAssistant', 'detail-open-change', 'detail-topbar-change'],
  components: {
    BudgetTrendChart,
+    EnterprisePagination,
    EnterpriseSelect,
    EnterpriseDetailCard,
    EnterpriseDetailPage,
@@ -169,9 +171,6 @@ export default {
    const currentBudgetPage = computed(() =>
      Math.min(Math.max(1, budgetPage.value), totalBudgetPages.value)
    )
-    const budgetPageNumbers = computed(() =>
-      Array.from({ length: totalBudgetPages.value }, (_, index) => index + 1)
-    )
    const visibleBudgetRows = computed(() => {
      const pageSize = Number(budgetPageSize.value || 8)
      const start = (currentBudgetPage.value - 1) * pageSize
@@ -227,7 +226,7 @@ export default {
      artLabel: '预算列表为空',
      tips: ['可以调整年度、季度、状态或关键词后重试。']
    }))
-    const pageSummary = computed(() => `共 ${totalBudgetRows.value} 条，目前第 ${currentBudgetPage.value} 页`)
+    const pageSummary = computed(() => `共 ${totalBudgetRows.value} 条，目前第 ${currentBudgetPage.value} / ${totalBudgetPages.value} 页`)

    function buildBudgetAssistantContext(row, mode = 'edit') {
      if (!row) return null
@@ -425,7 +424,6 @@ export default {
      budgetKeyword,
      budgetLoading,
      budgetPage: currentBudgetPage,
-      budgetPageNumbers,
      budgetPageSize,
      budgetPageSizeOptions,
      budgetScopeTabs,
--- a/web/src/views/scripts/EmployeeManagementView.js
+++ b/web/src/views/scripts/EmployeeManagementView.js
@@ -1,6 +1,7 @@
 import { computed, onBeforeUnmount, onMounted, ref, watch } from 'vue'

 import ConfirmDialog from '../../components/shared/ConfirmDialog.vue'
+import EnterprisePagination from '../../components/shared/EnterprisePagination.vue'
 import EnterpriseSelect from '../../components/shared/EnterpriseSelect.vue'
 import TableLoadingState from '../../components/shared/TableLoadingState.vue'
 import TableEmptyState from '../../components/shared/TableEmptyState.vue'
@@ -452,6 +453,7 @@ export default {
  name: 'EmployeeManagementView',
  components: {
    ConfirmDialog,
+    EnterprisePagination,
    EnterpriseSelect,
    TableLoadingState,
    TableEmptyState
@@ -672,6 +674,7 @@ export default {

    const totalCount = computed(() => filteredEmployees.value.length)
    const totalPages = computed(() => Math.max(1, Math.ceil(totalCount.value / pageSize.value)))
+    const pageSummary = computed(() => `共 ${totalCount.value} 条，目前第 ${currentPage.value} / ${totalPages.value} 页`)

    const visibleEmployees = computed(() => {
      const start = (currentPage.value - 1) * pageSize.value
@@ -1469,6 +1472,7 @@ export default {
      hasEmployeeFilters,
      totalCount,
      totalPages,
+      pageSummary,
      resetFilters,
      handleEmployeeEmptyAction,
      openEmployeeDetail,
--- a/web/src/views/scripts/LogsView.js
+++ b/web/src/views/scripts/LogsView.js
@@ -152,12 +152,6 @@ export default {
      filteredSystemLogEntries.value.filter((entry) => entry.level === 'INFO').length
    )
    const totalPages = computed(() => Math.max(1, Math.ceil(totalCount.value / pageSize.value)))
-    const visiblePageItems = computed(() => {
-      if (totalPages.value <= 6) {
-        return Array.from({ length: totalPages.value }, (_, index) => index + 1)
-      }
-      return [1, 2, 3, 4, 5, 'ellipsis', totalPages.value]
-    })
    const visibleSystemLogEntries = computed(() => {
      const start = (currentPage.value - 1) * pageSize.value
      return filteredSystemLogEntries.value.slice(start, start + pageSize.value)
@@ -300,7 +294,6 @@ export default {
      systemSearchKeyword,
      totalCount,
      totalPages,
-      visiblePageItems,
      visibleSystemLogEntries
    }
  }
--- a/web/src/views/scripts/PoliciesView.js
+++ b/web/src/views/scripts/PoliciesView.js
@@ -1,7 +1,7 @@
 import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'

 import ConfirmDialog from '../../components/shared/ConfirmDialog.vue'
-import EnterpriseSelect from '../../components/shared/EnterpriseSelect.vue'
+import EnterprisePagination from '../../components/shared/EnterprisePagination.vue'
 import TableLoadingState from '../../components/shared/TableLoadingState.vue'
 import { useSystemState } from '../../composables/useSystemState.js'
 import { useToast } from '../../composables/useToast.js'
@@ -87,7 +87,7 @@ export default {
  name: 'PoliciesView',
  components: {
    ConfirmDialog,
-    EnterpriseSelect,
+    EnterprisePagination,
    TableLoadingState
  },
  emits: ['summary-change'],
@@ -182,9 +182,10 @@ export default {
        && activeFolderIngestStats.value.syncing === 0
    )

-    const totalCount = computed(() => filteredDocuments.value.length)
-    const totalPages = computed(() => Math.max(1, Math.ceil(totalCount.value / pageSize.value)))
-    const visibleDocuments = computed(() => {
+    const totalCount = computed(() => filteredDocuments.value.length)
+    const totalPages = computed(() => Math.max(1, Math.ceil(totalCount.value / pageSize.value)))
+    const pageSummary = computed(() => `共 ${totalCount.value} 条，目前第 ${currentPage.value} / ${totalPages.value} 页`)
+    const visibleDocuments = computed(() => {
      const start = (currentPage.value - 1) * pageSize.value
      return filteredDocuments.value.slice(start, start + pageSize.value)
    })
@@ -636,6 +637,7 @@ export default {
      loading,
      pageSize,
      pageSizeOptions,
+      pageSummary,
      pageSizes,
      onlyOfficeError,
      onlyOfficeHostId,
--- a/web/src/views/scripts/TravelReimbursementCreateView.js
+++ b/web/src/views/scripts/TravelReimbursementCreateView.js
@@ -49,6 +49,13 @@ import {
  buildLocalApplicationPreviewMessage,
  normalizeApplicationPreview
 } from '../../utils/expenseApplicationPreview.js'
+import {
+  TRAVEL_PLANNING_ACTION_GENERATE,
+  TRAVEL_PLANNING_ACTION_SKIP,
+  buildTravelPlanningNudgeMessage,
+  buildTravelPlanningRecommendation,
+  buildTravelPlanningSuggestedActions
+} from '../../utils/travelApplicationPlanning.js'
 import {
  calculateTravelReimbursement,
  createExpenseClaimItem,
@@ -524,6 +531,14 @@ export default {
      type: String,
      default: ''
    },
+    initialPromptAutoSubmit: {
+      type: Boolean,
+      default: true
+    },
+    initialApplicationPreview: {
+      type: Object,
+      default: null
+    },
    initialFiles: {
      type: Array,
      default: () => []
@@ -629,7 +644,9 @@ export default {
      handleApplicationPreviewEditorKeydown
    } = useApplicationPreviewEditor({
      persistSessionState,
-      toast
+      toast,
+      calculateTravelReimbursement,
+      currentUser
    })

    function applyLinkedApplicationPreviewDateSelection(selection) {
@@ -1372,6 +1389,14 @@ export default {
      currentInsight.value =
        currentInsight.value
        || buildWelcomeInsight(props.entrySource, linkedRequest.value, activeSessionType.value, currentUser.value)
+      if (props.initialApplicationPreview && typeof props.initialApplicationPreview === 'object') {
+        const applicationPreview = normalizeApplicationPreview(props.initialApplicationPreview)
+        messages.value.push(createMessage('assistant', buildLocalApplicationPreviewMessage(applicationPreview), [], {
+          meta: ['修改申请'],
+          applicationPreview
+        }))
+        persistSessionState()
+      }
      if (props.initialPrompt?.trim() || props.initialFiles.length) {
        const initialMerge = mergeFilesWithLimit([], Array.from(props.initialFiles), MAX_ATTACHMENTS)
        composerDraft.value = props.initialPrompt.trim()
@@ -1380,7 +1405,12 @@ export default {
        if (initialMerge.overflowCount > 0) {
          toast(`一次最多上传 ${MAX_ATTACHMENTS} 份附件，已保留前 ${MAX_ATTACHMENTS} 份。`)
        }
-        submitComposer()
+        nextTick(() => {
+          adjustComposerTextareaHeight()
+        })
+        if (props.initialPromptAutoSubmit !== false) {
+          submitComposer()
+        }
      }
    })

@@ -1576,6 +1606,32 @@ export default {
      if (await handleGuidedSuggestedAction(message, action)) return
      if (await handleSceneSelectionApplicationGate(message, action)) return

+      if (actionType === TRAVEL_PLANNING_ACTION_GENERATE) {
+        if (!lockSuggestedActionMessage(message, action)) return
+        const sourcePreview = action?.payload?.applicationPreview || action?.payload?.preview || null
+        const sourceDraftPayload = action?.payload?.draftPayload || action?.payload?.draft_payload || null
+        const recommendation = buildTravelPlanningRecommendation(sourcePreview, sourceDraftPayload)
+        if (recommendation) {
+          messages.value.push(createMessage('user', '生成行程规划'))
+          messages.value.push(createMessage('assistant', recommendation, [], {
+            meta: ['行程规划建议']
+          }))
+          nextTick(scrollToBottom)
+          persistSessionState()
+        }
+        return
+      }
+
+      if (actionType === TRAVEL_PLANNING_ACTION_SKIP) {
+        if (!lockSuggestedActionMessage(message, action)) return
+        messages.value.push(createMessage('assistant', '好的，本次先保留申请结果。后续需要规划交通或酒店时，可以继续在这里告诉我。', [], {
+          meta: ['暂不规划']
+        }))
+        nextTick(scrollToBottom)
+        persistSessionState()
+        return
+      }
+
      if (actionType === ASSISTANT_SCOPE_ACTION_SWITCH) {
        const actionPayload = action?.payload && typeof action.payload === 'object' ? action.payload : {}
        const targetSessionType = String(actionPayload.session_type || '').trim()
@@ -2033,6 +2089,17 @@ export default {
      }
    }

+    function resolveApplicationEditClaimId() {
+      if (activeSessionType.value !== SESSION_TYPE_APPLICATION) {
+        return ''
+      }
+      const request = linkedRequest.value || {}
+      if (!request.applicationEditMode) {
+        return ''
+      }
+      return String(request.claimId || request.claim_id || '').trim()
+    }
+
    async function confirmApplicationSubmit() {
      const message = applicationSubmitConfirmDialog.value.message
      if (!message || submitting.value || reviewActionBusy.value) {
@@ -2044,6 +2111,7 @@ export default {
      const applicationSubmitText = applicationPreview
        ? buildApplicationPreviewSubmitText(applicationPreview)
        : '确认提交'
+      const applicationEditClaimId = resolveApplicationEditClaimId()
      applicationSubmitConfirmDialog.value = {
        open: false,
        message: null
@@ -2059,7 +2127,16 @@ export default {
          feedbackOperationType: 'submit_application',
          extraContext: {
            application_preview: applicationPreview,
-            user_input_text: applicationSubmitText
+            user_input_text: applicationSubmitText,
+            ...(applicationEditClaimId
+              ? {
+                  application_edit_claim_id: applicationEditClaimId,
+                  application_edit_claim_no: String(linkedRequest.value?.claimNo || linkedRequest.value?.id || '').trim(),
+                  application_edit_mode: true,
+                  draft_claim_id: applicationEditClaimId,
+                  selected_claim_id: applicationEditClaimId
+                }
+              : {})
          }
        })
        const draftPayload = payload?.result?.draft_payload || {}
@@ -2074,6 +2151,23 @@ export default {
            documentType: 'application'
          })
        }
+        const planningText = buildTravelPlanningNudgeMessage(applicationPreview, draftPayload)
+        const planningActions = buildTravelPlanningSuggestedActions(applicationPreview, draftPayload).map((action) => ({
+          ...action,
+          payload: {
+            ...(action.payload || {}),
+            applicationPreview,
+            draftPayload
+          }
+        }))
+        if (planningText && planningActions.length) {
+          messages.value.push(createMessage('assistant', planningText, [], {
+            meta: ['行程规划推荐'],
+            suggestedActions: planningActions
+          }))
+          persistSessionState()
+          nextTick(scrollToBottom)
+        }
      } finally {
        reviewActionBusy.value = false
      }
--- a/web/src/views/scripts/TravelRequestDetailView.js
+++ b/web/src/views/scripts/TravelRequestDetailView.js
@@ -460,11 +460,17 @@ export default {
    const isDraftRequest = computed(() => request.value.approvalKey === 'draft')
    const isEditableRequest = computed(() => ['draft', 'supplement'].includes(request.value.approvalKey))
    const canOpenAiEntry = computed(() => isEditableRequest.value)
+    const canModifyReturnedApplication = computed(() => (
+      isApplicationDocument.value
+      && isEditableRequest.value
+      && isCurrentApplicant.value
+      && String(request.value.status || '').trim().toLowerCase() === 'returned'
+    ))
    const canManageCurrentClaim = computed(() => canManageExpenseClaims(currentUser.value))
    const isArchivedRequest = computed(() => isArchivedRequestView(request.value))
    const canDeleteRequest = computed(() => {
      if (isApplicationDocument.value) {
-        return isPlatformAdminUser(currentUser.value)
+        return isPlatformAdminUser(currentUser.value) || (isEditableRequest.value && isCurrentApplicant.value)
      }
      if (isArchivedRequest.value) {
        return canDeleteArchivedExpenseClaims(currentUser.value)
@@ -1007,7 +1013,7 @@ export default {
      if (analysis) {
        return {
          label: analysis.label || '已上传',
-          tone: analysis.severity === 'pass' ? 'pass' : analysis.severity || 'low',
+          tone: normalizeRiskTone(analysis.severity || 'low'),
          headline: analysis.headline || 'AI提示',
          summary: analysis.summary || '',
          points: Array.isArray(analysis.points) ? analysis.points : [],
@@ -1858,7 +1864,9 @@ export default {
        toast(
          isArchivedRequest.value
            ? '已归档单据不能删除，只有高级管理员可以执行删除。'
-            : '当前单据已进入流程，只有高级财务人员可以删除。'
+            : isApplicationDocument.value
+              ? '当前申请单已进入审批流程，只有退回后申请人本人或系统管理员可以删除。'
+              : '当前单据已进入流程，只有高级财务人员可以删除。'
        )
        return
      }
@@ -2019,6 +2027,76 @@ export default {
      })
    }

+    function buildApplicationEditPreview() {
+      const factEntries = applicationDetailFactItems.value
+        .map((item) => [String(item?.label || '').trim(), String(item?.value || '').trim()])
+        .filter(([label, value]) => label && value)
+      const facts = new Map(factEntries)
+      const pickFact = (...labels) => {
+        for (const label of labels) {
+          const value = facts.get(label)
+          if (value) {
+            return value
+          }
+        }
+        return ''
+      }
+      const tripStart = pickFact('出发时间')
+      const tripReturn = pickFact('返回时间')
+      const time = tripStart && tripReturn && tripStart !== tripReturn
+        ? `${tripStart} 至 ${tripReturn}`
+        : pickFact('行程时间', '申请时间', '招待时间', '发生时间') || tripStart
+
+      return {
+        sourceText: '修改申请',
+        modelReviewStatus: 'template',
+        fields: {
+          applicationType: pickFact('申请类型') || request.value.typeLabel || '费用申请',
+          applicant: request.value.profileName || request.value.person || request.value.applicant || '',
+          grade: pickFact('职级') || request.value.profileGrade || '',
+          department: request.value.profileDepartment || request.value.departmentName || request.value.department || '',
+          position: request.value.profilePosition || request.value.employeePosition || request.value.position || '',
+          managerName: request.value.profileManager || request.value.managerName || request.value.manager || '',
+          time,
+          location: pickFact('地点') || request.value.location || request.value.city || '',
+          reason: pickFact('事由') || request.value.reason || '',
+          days: pickFact('天数'),
+          transportMode: pickFact('出行方式'),
+          lodgingDailyCap: pickFact('住宿上限/天'),
+          subsidyDailyCap: pickFact('补贴标准/天'),
+          transportPolicy: pickFact('交通费用口径'),
+          policyEstimate: pickFact('规则测算参考'),
+          amount: pickFact('系统预估费用', '用户预估费用', '预计金额') || request.value.amountDisplay || request.value.amount || ''
+        }
+      }
+    }
+
+    function handleModifyApplication() {
+      if (!canModifyReturnedApplication.value) {
+        return
+      }
+
+      const claimId = String(request.value?.claimId || '').trim()
+      emit('openAssistant', {
+        source: 'application',
+        sessionType: 'application',
+        prompt: '',
+        applicationPreview: buildApplicationEditPreview(),
+        request: {
+          ...request.value,
+          applicationEditMode: true
+        },
+        restoreLatestConversation: false,
+        initialPromptAutoSubmit: false,
+        scope: claimId
+          ? {
+              type: 'claim',
+              claimId
+            }
+          : null
+      })
+    }
+
    onBeforeUnmount(() => {
      closeAttachmentPreview()
    })
@@ -2032,7 +2110,7 @@ export default {
      applicationDetailFactItems, relatedApplicationFactItems,
      approveBusyText, approveConfirmText, approveConfirmTitle, canDeleteRequest, canManageCurrentClaim,
      canNavigateAttachmentPreview,
-      canOpenAiEntry, canApproveRequest, canPayRequest, canReturnRequest, canSubmit, canPreviewAttachment,
+      canModifyReturnedApplication, canOpenAiEntry, canApproveRequest, canPayRequest, canReturnRequest, canSubmit, canPreviewAttachment,
      closeApproveConfirmDialog, closeDeleteDialog, closeAttachmentPreview, closePayConfirmDialog, closeSubmitConfirmDialog,
      closeRiskOverrideDialog,
      closeReturnDialog, confirmApproveRequest, confirmDeleteRequest, confirmSubmitRequest, confirmReturnRequest,
@@ -2046,6 +2124,7 @@ export default {
      expenseTypeOptions: EXPENSE_TYPE_OPTIONS,
      goToNextSubmitRisk, goToPreviousSubmitRisk,
      handleAddExpenseItem, handleApproveRequest, handleDeleteRequest, handleExpenseFileChange,
+      handleModifyApplication,
      handlePayRequest,
      handleReturnRequest, handleSubmit, heroFactItems, isApplicationDocument, isDraftRequest, isEditableRequest, isTravelRequest,
      isMajorExpenseRisk,
--- a/web/src/views/scripts/auditViewDigitalEmployeeModel.js
+++ b/web/src/views/scripts/auditViewDigitalEmployeeModel.js
@@ -1,10 +1,28 @@
 const DIGITAL_EMPLOYEE_AGENT = 'hermes'
 export const DIGITAL_EMPLOYEE_SKILL_CATEGORY_OPTIONS = ['积累', '升级', '整理', '评估']

+export const DIGITAL_EMPLOYEE_VISIBLE_TASK_TYPES = new Set([
+  'finance_dashboard_snapshot',
+  'digital_employee_reminder_scan',
+  'employee_behavior_profile_scan',
+  'department_expense_baseline_accumulate',
+  'budget_overrun_precontrol_evaluate',
+  'multi_evidence_consistency_evaluate',
+  'travel_spatiotemporal_consistency_evaluate',
+  'global_risk_scan',
+  'finance_policy_knowledge_organize'
+])
+
 const TASK_TYPE_LABELS = {
+  finance_dashboard_snapshot: '财务经营快照沉淀',
+  digital_employee_reminder_scan: '定时提醒与待办扫描',
  daily_risk_scan: '每日风险巡检',
  global_risk_scan: '财务风险图谱巡检',
  employee_behavior_profile_scan: '员工行为画像巡检',
+  department_expense_baseline_accumulate: '部门费用基线沉淀',
+  budget_overrun_precontrol_evaluate: '预算占用与超标预警',
+  multi_evidence_consistency_evaluate: '单据多凭证一致性评估',
+  travel_spatiotemporal_consistency_evaluate: '差旅时空一致性评估',
  weekly_ar_summary: '周度应收账龄汇总',
  weekly_expense_report: '周度费用洞察',
  rule_review_digest: '规则待审摘要',
@@ -15,9 +33,15 @@ const TASK_TYPE_LABELS = {
 }

 const TASK_TYPE_SKILL_CATEGORIES = {
+  finance_dashboard_snapshot: '整理',
+  digital_employee_reminder_scan: '升级',
  daily_risk_scan: '评估',
  global_risk_scan: '评估',
-  employee_behavior_profile_scan: '评估',
+  employee_behavior_profile_scan: '积累',
+  department_expense_baseline_accumulate: '积累',
+  budget_overrun_precontrol_evaluate: '评估',
+  multi_evidence_consistency_evaluate: '评估',
+  travel_spatiotemporal_consistency_evaluate: '评估',
  weekly_ar_summary: '整理',
  weekly_expense_report: '整理',
  rule_review_digest: '升级',
@@ -145,6 +169,12 @@ export function isDigitalEmployeeAsset(source = {}) {
  )
 }

+export function shouldDisplayDigitalEmployeeAsset(source = {}) {
+  const content = parseDigitalEmployeeContent(source.current_version_content)
+  const taskType = resolveDigitalEmployeeTaskType(source, content)
+  return DIGITAL_EMPLOYEE_VISIBLE_TASK_TYPES.has(taskType)
+}
+
 export function formatDigitalEmployeeCron(value) {
  const raw = normalizeDigitalEmployeeText(value)
  if (!raw) {
--- a/web/src/views/scripts/digitalEmployeeWorkRecordsModel.js
+++ b/web/src/views/scripts/digitalEmployeeWorkRecordsModel.js
@@ -18,9 +18,31 @@ const KNOWLEDGE_JOB_TYPES = new Set([
  'finance_policy_knowledge_organize'
 ])

+export const VISIBLE_DIGITAL_EMPLOYEE_WORK_TASK_TYPES = new Set([
+  'finance_dashboard_snapshot',
+  'digital_employee_reminder_scan',
+  'employee_behavior_profile_scan',
+  'department_expense_baseline_accumulate',
+  'budget_overrun_precontrol_evaluate',
+  'multi_evidence_consistency_evaluate',
+  'travel_spatiotemporal_consistency_evaluate',
+  'global_risk_scan',
+  'finance_policy_knowledge_organize'
+])
+
+const DAILY_COMPACT_TASK_TYPES = new Set([
+  'finance_dashboard_snapshot'
+])
+
 const TASK_TYPE_LABELS = {
+  finance_dashboard_snapshot: '财务经营快照沉淀',
+  digital_employee_reminder_scan: '定时提醒与待办扫描',
  global_risk_scan: '财务风险图谱巡检',
  employee_behavior_profile_scan: '员工行为画像巡检',
+  department_expense_baseline_accumulate: '部门费用基线沉淀',
+  budget_overrun_precontrol_evaluate: '预算占用与超标预警',
+  multi_evidence_consistency_evaluate: '单据多凭证一致性评估',
+  travel_spatiotemporal_consistency_evaluate: '差旅时空一致性评估',
  risk_clue_collect: '风险线索归集',
  finance_policy_knowledge_organize: '知识制度整理',
  knowledge_index_sync: '知识制度整理',
@@ -29,10 +51,16 @@ const TASK_TYPE_LABELS = {
 }

 const TASK_CODE_TO_TYPE = {
+  'task.hermes.finance_dashboard_snapshot': 'finance_dashboard_snapshot',
+  'task.hermes.digital_employee_reminder_scan': 'digital_employee_reminder_scan',
  'task.hermes.global_risk_scan': 'global_risk_scan',
  'task.hermes.employee_behavior_profile_scan': 'employee_behavior_profile_scan',
-  'task.hermes.risk_rule_discovery': 'risk_clue_collect',
-  'task.hermes.finance_policy_knowledge_organize': 'finance_policy_knowledge_organize'
+  'task.hermes.department_expense_baseline_accumulate': 'department_expense_baseline_accumulate',
+  'task.hermes.budget_overrun_precontrol_evaluate': 'budget_overrun_precontrol_evaluate',
+  'task.hermes.multi_evidence_consistency_evaluate': 'multi_evidence_consistency_evaluate',
+  'task.hermes.travel_spatiotemporal_consistency_evaluate': 'travel_spatiotemporal_consistency_evaluate',
+  'task.hermes.finance_policy_knowledge_organize': 'finance_policy_knowledge_organize',
+  'task.hermes.risk_rule_discovery': 'risk_clue_collect'
 }

 function toObject(value) {
@@ -52,6 +80,12 @@ function resolveTaskTypeFromToolName(value) {
  if (name.includes('financial_risk_graph')) {
    return 'global_risk_scan'
  }
+  if (name.includes('finance_dashboard_snapshot') || name.includes('finance_dashboard')) {
+    return 'finance_dashboard_snapshot'
+  }
+  if (name.includes('digital_employee_reminder') || name.includes('reminder')) {
+    return 'digital_employee_reminder_scan'
+  }
  if (name.includes('employee_behavior_profile')) {
    return 'employee_behavior_profile_scan'
  }
@@ -128,6 +162,43 @@ export function resolveWorkRecordTaskType(run) {
  return ''
 }

+export function isVisibleDigitalEmployeeWorkRecord(run) {
+  const taskType = resolveWorkRecordTaskType(run)
+  return VISIBLE_DIGITAL_EMPLOYEE_WORK_TASK_TYPES.has(taskType)
+}
+
+function resolveWorkRecordDayKey(run) {
+  const date = new Date(run?.started_at || run?.finished_at || '')
+  if (Number.isNaN(date.getTime())) {
+    return 'unknown'
+  }
+  return date.toISOString().slice(0, 10)
+}
+
+export function compactDigitalEmployeeWorkRecords(items = []) {
+  const rows = []
+  const compactedKeys = new Set()
+
+  for (const run of items) {
+    const taskType = resolveWorkRecordTaskType(run)
+    if (!VISIBLE_DIGITAL_EMPLOYEE_WORK_TASK_TYPES.has(taskType)) {
+      continue
+    }
+
+    if (DAILY_COMPACT_TASK_TYPES.has(taskType)) {
+      const key = `${taskType}:${resolveWorkRecordDayKey(run)}`
+      if (compactedKeys.has(key)) {
+        continue
+      }
+      compactedKeys.add(key)
+    }
+
+    rows.push(run)
+  }
+
+  return rows
+}
+
 export function resolveWorkRecordTaskLabel(run) {
  const taskType = resolveWorkRecordTaskType(run)
  return TASK_TYPE_LABELS[taskType] || ''
@@ -135,6 +206,12 @@ export function resolveWorkRecordTaskLabel(run) {

 export function resolveWorkRecordProductKind(run) {
  const taskType = resolveWorkRecordTaskType(run)
+  if (taskType === 'finance_dashboard_snapshot') {
+    return 'finance_snapshot'
+  }
+  if (taskType === 'digital_employee_reminder_scan') {
+    return 'reminder_scan'
+  }
  if (taskType === 'global_risk_scan') {
    return 'risk_graph'
  }
--- a/web/src/views/scripts/travelReimbursementConversationModel.js
+++ b/web/src/views/scripts/travelReimbursementConversationModel.js
@@ -458,6 +458,7 @@ export function sanitizeRequest(request) {

  const normalized = {
    claimId: String(request.claimId || request.claim_id || '').trim(),
+    claimNo: String(request.claimNo || request.claim_no || request.documentNo || '').trim(),
    id: String(request.id || '').trim(),
    typeLabel: String(request.typeLabel || request.category || '').trim(),
    reason: String(request.reason || request.title || '').trim(),
@@ -468,7 +469,8 @@ export function sanitizeRequest(request) {
    amount: String(request.amount || '').trim(),
    node: String(request.node || '').trim(),
    approval: String(request.approval || '').trim(),
-    travel: String(request.travel || '').trim()
+    travel: String(request.travel || '').trim(),
+    applicationEditMode: Boolean(request.applicationEditMode || request.application_edit_mode)
  }

  return Object.values(normalized).some(Boolean) ? normalized : null
--- a/web/src/views/scripts/travelRequestDetailInsights.js
+++ b/web/src/views/scripts/travelRequestDetailInsights.js
@@ -150,7 +150,7 @@ function resolveRequestBusinessStage(request = {}) {

 function normalizeTone(value) {
  const tone = normalizeText(value).toLowerCase()
-  if (tone === 'pass') return 'pass'
+  if (['pass', 'success', 'ok', 'normal', 'none', 'compliant', 'approved'].includes(tone)) return 'pass'
  if (tone === 'high') return 'high'
  if (tone === 'medium') return 'medium'
  if (tone === 'low') return 'low'
--- a/web/src/views/scripts/useApplicationPreviewEditor.js
+++ b/web/src/views/scripts/useApplicationPreviewEditor.js
@@ -2,9 +2,13 @@ import { ref } from 'vue'

 import {
  APPLICATION_TRANSPORT_MODE_OPTIONS,
+  applyApplicationPolicyEstimateError,
+  applyApplicationPolicyEstimateResult,
  buildApplicationPreviewRows,
+  buildApplicationPolicyEstimateRequest,
  buildLocalApplicationPreviewMessage,
  normalizeApplicationPreview,
+  resolveApplicationDaysFromDateRange,
  refreshApplicationPreviewTransportEstimate
 } from '../../utils/expenseApplicationPreview.js'
 import { waitForMockApplicationTransportQuote } from '../../utils/expenseApplicationEstimate.js'
@@ -44,6 +48,27 @@ function shouldRefreshTransportEstimate(fieldKey) {
  return ['transportMode', 'time', 'location', 'days'].includes(fieldKey)
 }

+function resolveEditorCurrentUser(currentUser) {
+  if (currentUser && typeof currentUser === 'object' && 'value' in currentUser) {
+    return currentUser.value || {}
+  }
+  return currentUser || {}
+}
+
+function buildEditedApplicationPreviewFields(fields = {}, editor = {}, nextValue = '') {
+  const nextFields = {
+    ...fields,
+    [editor.fieldKey]: nextValue
+  }
+  if (editor.fieldKey === 'time') {
+    const resolvedDays = resolveApplicationDaysFromDateRange(nextValue)
+    if (resolvedDays) {
+      nextFields.days = resolvedDays
+    }
+  }
+  return nextFields
+}
+
 function buildTransportEstimatePendingPreview(preview = {}) {
  const fields = preview?.fields || {}
  return normalizeApplicationPreview({
@@ -57,9 +82,29 @@ function buildTransportEstimatePendingPreview(preview = {}) {
  })
 }

-export function useApplicationPreviewEditor({ persistSessionState, toast } = {}) {
+export function useApplicationPreviewEditor({
+  persistSessionState,
+  toast,
+  calculateTravelReimbursement,
+  currentUser
+} = {}) {
  const applicationPreviewEditor = ref(buildEmptyEditor())

+  async function refreshApplicationPreviewEstimate(preview = {}) {
+    const user = resolveEditorCurrentUser(currentUser)
+    const estimateRequest = buildApplicationPolicyEstimateRequest(preview, user)
+    if (estimateRequest.canCalculate && typeof calculateTravelReimbursement === 'function') {
+      try {
+        const result = await calculateTravelReimbursement(estimateRequest.payload)
+        return applyApplicationPolicyEstimateResult(preview, result, user)
+      } catch (error) {
+        console.warn('Application preview estimate refresh failed:', error)
+        return applyApplicationPolicyEstimateError(preview, error, user)
+      }
+    }
+    return refreshApplicationPreviewTransportEstimate(preview)
+  }
+
  function resolveApplicationPreviewRows(message) {
    return buildApplicationPreviewRows(message?.applicationPreview || {})
  }
@@ -158,25 +203,29 @@ export function useApplicationPreviewEditor({ persistSessionState, toast } = {})
    }
    const nextPreview = normalizeApplicationPreview({
      ...message.applicationPreview,
-      fields: {
-        ...(message.applicationPreview.fields || {}),
-        [editor.fieldKey]: nextValue
-      }
+      fields: buildEditedApplicationPreviewFields(
+        message.applicationPreview.fields || {},
+        editor,
+        nextValue
+      )
    })
-    const needRefreshTransport = shouldRefreshTransportEstimate(editor.fieldKey) && String(nextPreview.fields?.transportMode || '').trim()
-    message.applicationPreview = needRefreshTransport
+    const needRefreshEstimate = shouldRefreshTransportEstimate(editor.fieldKey)
+    const transportMode = String(nextPreview.fields?.transportMode || '').trim()
+    message.applicationPreview = needRefreshEstimate
      ? buildTransportEstimatePendingPreview(nextPreview)
      : nextPreview
    message.text = buildLocalApplicationPreviewMessage(message.applicationPreview)
    cancelApplicationPreviewEditor()
    persistSessionState?.()
-    if (needRefreshTransport) {
-      await waitForMockApplicationTransportQuote({
-        transportMode: nextPreview.fields.transportMode,
-        location: nextPreview.fields.matchedCity || nextPreview.fields.location,
-        time: nextPreview.fields.time
-      })
-      const refreshedPreview = refreshApplicationPreviewTransportEstimate(nextPreview)
+    if (needRefreshEstimate) {
+      if (transportMode) {
+        await waitForMockApplicationTransportQuote({
+          transportMode,
+          location: nextPreview.fields.matchedCity || nextPreview.fields.location,
+          time: nextPreview.fields.time
+        })
+      }
+      const refreshedPreview = await refreshApplicationPreviewEstimate(nextPreview)
      message.applicationPreview = refreshedPreview
      message.text = buildLocalApplicationPreviewMessage(refreshedPreview)
      persistSessionState?.()
--- a/web/src/views/scripts/useTravelReimbursementSessionState.js
+++ b/web/src/views/scripts/useTravelReimbursementSessionState.js
@@ -207,6 +207,7 @@ export function useTravelReimbursementSessionState({
    shouldPersistLocalSnapshot
      && props.entrySource !== 'budget'
      && !String(props.initialPrompt || '').trim()
+      && !props.initialApplicationPreview
      && !props.initialFiles.length
  const persistedInitialSnapshot = readAssistantSessionSnapshot(resolveCurrentUserId(), initialSessionType)
  const persistedInitialState = canRestorePersistedInitialState
--- a/web/tests/app-shell-financial-assistant-entry.test.mjs
+++ b/web/tests/app-shell-financial-assistant-entry.test.mjs
@@ -35,6 +35,10 @@ const assistantSubmitComposerScript = readFileSync(
  fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
  'utf8'
 )
+const assistantSessionStateScript = readFileSync(
+  fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSessionState.js', import.meta.url)),
+  'utf8'
+)
 const assistantTemplate = readFileSync(
  fileURLToPath(new URL('../src/views/TravelReimbursementCreateView.vue', import.meta.url)),
  'utf8'
@@ -60,6 +64,17 @@ test('application and reimbursement entries open the same financial assistant mo
  assert.doesNotMatch(appShellRouteView, /ExpenseApplicationDialog/)
 })

+test('documents center reloads immediately when entered or clicked again', () => {
+  assert.match(appShellRouteView, /:refresh-token="documentCenterRefreshToken"/)
+  assert.match(appShellRouteView, /@reload="reloadRequests"/)
+  assert.match(appShellComposable, /const documentCenterRefreshToken = ref\(0\)/)
+  assert.match(appShellComposable, /async function reloadDocumentCenterRequests\(\) \{[\s\S]*documentCenterRefreshToken\.value \+= 1[\s\S]*return reloadRequests\(\)/)
+  assert.match(appShellComposable, /if \(view === 'documents'\) \{[\s\S]*void reloadDocumentCenterRequests\(\)/)
+  assert.match(appShellComposable, /shouldRefreshCurrentDocumentCenter[\s\S]*route\.name === 'app-documents'[\s\S]*void reloadDocumentCenterRequests\(\)/)
+  assert.match(appShellComposable, /documentCenterRefreshToken,/)
+  assert.match(appShellComposable, /reloadDocumentCenterRequests,/)
+})
+
 test('application entry keeps its own assistant source without creating a separate dialog', () => {
  assert.match(appShellComposable, /const SMART_ENTRY_SOURCE_APPLICATION = 'application'/)
  assert.match(appShellComposable, /function openExpenseApplicationCreate\(\) \{[\s\S]*openFinancialAssistantCreate\(SMART_ENTRY_SOURCE_APPLICATION\)/)
@@ -68,6 +83,32 @@ test('application entry keeps its own assistant source without creating a separa
  assert.match(assistantScript, /activeSessionType\.value === SESSION_TYPE_APPLICATION[\s\S]*我想先申请一笔差旅费用/)
 })

+test('application edit prefill opens assistant without auto submit', () => {
+  assert.match(appShellRouteView, /:initial-prompt-auto-submit="smartEntryContext\.initialPromptAutoSubmit"/)
+  assert.match(appShellRouteView, /:initial-application-preview="smartEntryContext\.initialApplicationPreview"/)
+  assert.match(appShellComposable, /initialPromptAutoSubmit:\s*true/)
+  assert.match(appShellComposable, /initialApplicationPreview:\s*null/)
+  assert.match(appShellComposable, /initialPromptAutoSubmit:\s*payload\.initialPromptAutoSubmit !== false/)
+  assert.match(appShellComposable, /initialApplicationPreview:\s*payload\.applicationPreview && typeof payload\.applicationPreview === 'object'/)
+  assert.match(
+    assistantScript,
+    /initialPromptAutoSubmit:\s*\{[\s\S]*type:\s*Boolean[\s\S]*default:\s*true/
+  )
+  assert.match(
+    assistantScript,
+    /initialApplicationPreview:\s*\{[\s\S]*type:\s*Object[\s\S]*default:\s*null/
+  )
+  assert.match(
+    assistantScript,
+    /props\.initialApplicationPreview[\s\S]*normalizeApplicationPreview\(props\.initialApplicationPreview\)[\s\S]*createMessage\('assistant', buildLocalApplicationPreviewMessage\(applicationPreview\)/
+  )
+  assert.match(assistantSessionStateScript, /&& !props\.initialApplicationPreview/)
+  assert.match(
+    assistantScript,
+    /if \(props\.initialPromptAutoSubmit !== false\) \{[\s\S]*submitComposer\(\)/
+  )
+})
+
 test('financial assistant toolbar renders four isolated assistant sessions', () => {
  assert.match(assistantScript, /filterAssistantSessionModes\(ASSISTANT_SESSION_MODE_OPTIONS, currentUser\.value\)/)
  assert.match(assistantScript, /visibleModes\.map/)
--- a/web/tests/digital-employee-work-record-products.test.mjs
+++ b/web/tests/digital-employee-work-record-products.test.mjs
@@ -4,7 +4,9 @@ import test from 'node:test'
 import { fileURLToPath } from 'node:url'

 import {
+  compactDigitalEmployeeWorkRecords,
  extractWorkRecordToolSummary,
+  isVisibleDigitalEmployeeWorkRecord,
  resolveWorkRecordModuleLabel,
  resolveWorkRecordProductKind,
  resolveWorkRecordTaskType,
@@ -69,6 +71,55 @@ test('digital employee profile run resolves from tool request when route is spar
  assert.equal(extractWorkRecordToolSummary(run).snapshot_count, 16)
 })

+test('digital employee finance snapshot and reminder runs are visible core work records', () => {
+  const financeRun = {
+    run_id: 'finance-1',
+    started_at: '2026-06-02T02:00:00+08:00',
+    route_json: { task_type: 'finance_dashboard_snapshot' },
+    tool_calls: [{ tool_name: 'digital_employee.finance_dashboard.snapshot' }]
+  }
+  const reminderRun = {
+    run_id: 'reminder-1',
+    started_at: '2026-06-02T02:05:00+08:00',
+    route_json: { task_type: 'digital_employee_reminder_scan' },
+    tool_calls: [{ tool_name: 'digital_employee.reminder.scan' }]
+  }
+
+  assert.equal(resolveWorkRecordModuleLabel(financeRun), '财务经营快照沉淀')
+  assert.equal(resolveWorkRecordProductKind(financeRun), 'finance_snapshot')
+  assert.equal(isVisibleDigitalEmployeeWorkRecord(financeRun), true)
+  assert.equal(resolveWorkRecordModuleLabel(reminderRun), '定时提醒与待办扫描')
+  assert.equal(resolveWorkRecordProductKind(reminderRun), 'reminder_scan')
+  assert.equal(isVisibleDigitalEmployeeWorkRecord(reminderRun), true)
+})
+
+test('digital employee work records hide support tasks and compact daily finance snapshots', () => {
+  const rows = compactDigitalEmployeeWorkRecords([
+    {
+      run_id: 'finance-new',
+      started_at: '2026-06-02T03:00:00+08:00',
+      route_json: { task_type: 'finance_dashboard_snapshot' }
+    },
+    {
+      run_id: 'finance-old',
+      started_at: '2026-06-02T02:00:00+08:00',
+      route_json: { task_type: 'finance_dashboard_snapshot' }
+    },
+    {
+      run_id: 'profile-1',
+      started_at: '2026-06-02T08:30:00+08:00',
+      route_json: { task_type: 'employee_behavior_profile_scan' }
+    },
+    {
+      run_id: 'support-1',
+      started_at: '2026-06-02T10:00:00+08:00',
+      route_json: { task_type: 'risk_clue_collect' }
+    }
+  ])
+
+  assert.deepEqual(rows.map((run) => run.run_id), ['finance-new', 'profile-1'])
+})
+
 test('digital employee risk clue run resolves review packet metadata', () => {
  const run = {
    route_json: {
--- a/web/tests/documents-center-status-filter.test.mjs
+++ b/web/tests/documents-center-status-filter.test.mjs
@@ -85,6 +85,15 @@ test('documents center preserves application document type from mapped requests'
  )
 })

+test('documents center refresh token reloads supporting approval and archive rows', () => {
+  assert.match(documentsCenterView, /refreshToken:\s*\{\s*type:\s*Number,\s*default:\s*0\s*\}/)
+  assert.match(
+    documentsCenterView,
+    /watch\(\s*\(\) => props\.refreshToken,[\s\S]*if \(token && token !== previousToken\) \{[\s\S]*void loadSupportingRows\(\)/
+  )
+  assert.match(documentsCenterView, /function reloadAll\(\) \{[\s\S]*emit\('reload'\)[\s\S]*void loadSupportingRows\(\)/)
+})
+
 test('documents center list shows created time and conditional stay time columns', () => {
  assert.match(documentsCenterView, /import \{[\s\S]*formatDocumentListTime[\s\S]*resolveDocumentStayTimeDisplay[\s\S]*\} from '..\/utils\/documentCenterTime\.js'/)
  assert.match(documentsCenterView, /<col class="col-created">/)
@@ -215,7 +224,7 @@ test('documents center switches filter conditions by category tab', () => {
    documentsCenterView,
    /watch\(activeFilterConfig, \(\) => \{[\s\S]*openFilterKey\.value = ''[\s\S]*datePopover\.value = false/
  )
-  assert.match(documentsCenterView, /<EnterpriseSelect v-model="pageSize"[\s\S]*:options="pageSizeOptions"/)
+  assert.match(documentsCenterView, /<EnterprisePagination[\s\S]*:page-size="pageSize"[\s\S]*:page-size-options="pageSizeOptions"/)
  assert.doesNotMatch(documentsCenterView, /pageSizeOpen/)
 })

--- a/web/tests/expense-application-fast-preview.test.mjs
+++ b/web/tests/expense-application-fast-preview.test.mjs
@@ -24,6 +24,13 @@ import {
  resolveMockApplicationTransportWaitMs,
  buildSystemApplicationEstimate
 } from '../src/utils/expenseApplicationEstimate.js'
+import {
+  TRAVEL_PLANNING_ACTION_GENERATE,
+  TRAVEL_PLANNING_ACTION_SKIP,
+  buildTravelPlanningNudgeMessage,
+  buildTravelPlanningRecommendation,
+  buildTravelPlanningSuggestedActions
+} from '../src/utils/travelApplicationPlanning.js'
 import { renderMarkdown } from '../src/utils/markdown.js'
 import {
  createMessage as createConversationMessage,
@@ -142,6 +149,34 @@ 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('travel application submit can continue with conversational planning recommendation', () => {
+  const preview = normalizeApplicationPreview({
+    fields: {
+      applicationType: '差旅费用申请',
+      time: '2026-02-20 至 2026-02-23',
+      location: '上海市',
+      reason: '支撑国网仿生产环境建设',
+      days: '4天',
+      transportMode: '火车'
+    }
+  })
+  const draftPayload = { claim_no: 'AP-202606030001-ABCDE123' }
+  const nudge = buildTravelPlanningNudgeMessage(preview, draftPayload)
+  const actions = buildTravelPlanningSuggestedActions(preview, draftPayload)
+  const recommendation = buildTravelPlanningRecommendation(preview, draftPayload)
+
+  assert.match(nudge, /上海市差旅申请已经提交/)
+  assert.match(nudge, /2026-02-20 至 2026-02-23/)
+  assert.deepEqual(actions.map((item) => item.action_type), [
+    TRAVEL_PLANNING_ACTION_GENERATE,
+    TRAVEL_PLANNING_ACTION_SKIP
+  ])
+  assert.match(recommendation, /轻量行程规划/)
+  assert.match(recommendation, /优先看上午到中午抵达 上海市 的火车班次/)
+  assert.match(recommendation, /客户现场周边/)
+  assert.match(recommendation, /AP-202606030001-ABCDE123/)
+})
+
 test('application preview renders ordered editable rows and submit text uses edited values', () => {
  const preview = buildLocalApplicationPreview('申请 2026-05-25 至 2026-05-28 去新疆，伊犁出差，服务美团业务部署，火车，预计费用1800元', {
    name: '李文静',
@@ -767,3 +802,63 @@ test('application preview editor refreshes transport estimate after mode change'
  assert.ok(persistCount >= 2)
  assert.equal(toastMessages.at(-1), '已更新出行方式和费用测算。')
 })
+
+test('application preview editor recalculates days and subsidy after date range change', async () => {
+  const preview = normalizeApplicationPreview({
+    fields: {
+      applicationType: '\u5dee\u65c5\u8d39\u7528\u7533\u8bf7',
+      time: '2026-05-25',
+      location: '\u4e0a\u6d77',
+      reason: '\u670d\u52a1\u9879\u76ee\u90e8\u7f72',
+      days: '1\u5929',
+      transportMode: '\u706b\u8f66',
+      amount: '',
+      grade: 'P5',
+      applicant: '\u674e\u6587\u9759',
+      department: '\u6280\u672f\u90e8',
+      position: '\u8d22\u52a1\u667a\u80fd\u5316\u4ea7\u54c1\u7ecf\u7406',
+      managerName: '\u5411\u4e07\u7ea2'
+    }
+  })
+  const message = {
+    id: 'application-preview-editor-date-message',
+    applicationPreview: preview,
+    text: ''
+  }
+  const requestedPayloads = []
+  const editor = useApplicationPreviewEditor({
+    persistSessionState: () => {},
+    toast: () => {},
+    currentUser: ref({ grade: 'P5' }),
+    calculateTravelReimbursement: async (payload) => {
+      requestedPayloads.push(payload)
+      return {
+        days: payload.days,
+        location: payload.location,
+        matched_city: payload.location,
+        grade: payload.grade,
+        hotel_rate: 450,
+        hotel_amount: 1800,
+        total_allowance_rate: 100,
+        allowance_amount: 400,
+        total_amount: 2200,
+        rule_name: '\u516c\u53f8\u5dee\u65c5\u8d39\u62a5\u9500\u89c4\u5219',
+        rule_version: 'v1.0.0'
+      }
+    }
+  })
+
+  editor.openApplicationPreviewEditor(message, 'time', message.applicationPreview.fields.time)
+  editor.setApplicationPreviewDateMode('range')
+  editor.applicationPreviewEditor.value.rangeStartDate = '2026-02-20'
+  editor.applicationPreviewEditor.value.rangeEndDate = '2026-02-23'
+  const committed = await editor.commitApplicationPreviewDateEditor(message)
+
+  assert.equal(committed, true)
+  assert.deepEqual(requestedPayloads.at(-1), { days: 4, location: '\u4e0a\u6d77', grade: 'P5' })
+  assert.equal(message.applicationPreview.fields.time, '2026-02-20 \u81f3 2026-02-23')
+  assert.equal(message.applicationPreview.fields.days, '4\u5929')
+  assert.equal(message.applicationPreview.fields.lodgingDailyCap, '450\u5143/\u5929')
+  assert.equal(message.applicationPreview.fields.subsidyDailyCap, '100\u5143/\u5929')
+  assert.match(message.applicationPreview.fields.policyEstimate, /\u8865\u8d34 400\u5143/)
+})
--- a/web/tests/expense-application-submit-rich-confirm.test.mjs
+++ b/web/tests/expense-application-submit-rich-confirm.test.mjs
@@ -51,4 +51,10 @@ test('expense application submit uses rich text link and confirm dialog', () =>
    createViewScript,
    /emit\('draft-saved', \{[\s\S]*status: 'submitted'[\s\S]*documentType: 'application'/
  )
+  assert.match(createViewScript, /buildTravelPlanningNudgeMessage\(applicationPreview, draftPayload\)/)
+  assert.match(createViewScript, /buildTravelPlanningSuggestedActions\(applicationPreview, draftPayload\)/)
+  assert.match(createViewScript, /meta:\s*\['行程规划推荐'\]/)
+  assert.match(createViewScript, /TRAVEL_PLANNING_ACTION_GENERATE/)
+  assert.match(createViewScript, /buildTravelPlanningRecommendation\(sourcePreview, sourceDraftPayload\)/)
+  assert.match(createViewScript, /TRAVEL_PLANNING_ACTION_SKIP/)
 })
--- a/web/tests/finance-dashboard-ranking.test.mjs
+++ b/web/tests/finance-dashboard-ranking.test.mjs
@@ -0,0 +1,53 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+import { departmentRangeOptions } from '../src/data/metrics.js'
+
+const overviewView = readFileSync(
+  fileURLToPath(new URL('../src/views/OverviewView.vue', import.meta.url)),
+  'utf8'
+)
+const overviewViewModel = readFileSync(
+  fileURLToPath(new URL('../src/composables/useOverviewView.js', import.meta.url)),
+  'utf8'
+)
+const analyticsService = readFileSync(
+  fileURLToPath(new URL('../src/services/analytics.js', import.meta.url)),
+  'utf8'
+)
+const barChart = readFileSync(
+  fileURLToPath(new URL('../src/components/charts/BarChart.vue', import.meta.url)),
+  'utf8'
+)
+
+test('finance dashboard ranking range options support month quarter year and all', () => {
+  assert.deepEqual(departmentRangeOptions, ['本月', '本季度', '本年', '全部'])
+  assert.match(analyticsService, /department_employee_mix/)
+  assert.match(analyticsService, /departmentEmployeeMix/)
+  assert.match(analyticsService, /department_range/)
+})
+
+test('finance dashboard renders shared ranking filters and department employee mix chart', () => {
+  assert.match(overviewView, /<h3>部门报销排行/)
+  assert.match(overviewView, /aria-label="部门排行时间范围"/)
+  assert.match(overviewView, /<h3>个人报销排行/)
+  assert.match(overviewView, /aria-label="个人排行时间范围"/)
+  assert.doesNotMatch(overviewView, /个人报销排行（本月）/)
+  assert.match(overviewView, /<h3>高额单据/)
+  assert.doesNotMatch(overviewView, /本月高额单据/)
+  assert.match(overviewView, /class="top-claim-split"/)
+  assert.match(overviewView, /departmentEmployeeLegend/)
+  assert.match(overviewView, /departmentEmployeeCenterValue/)
+  assert.match(overviewViewModel, /financeDepartmentEmployeeMix/)
+  assert.match(overviewViewModel, /departmentEmployeeLegend/)
+  assert.match(overviewViewModel, /employeeCount/)
+})
+
+test('finance ranking bar chart can display ranking metadata', () => {
+  assert.match(barChart, /rank-meta/)
+  assert.match(barChart, /item\.meta/)
+  assert.match(overviewViewModel, /meta: `\$\{Number\(item\.employeeCount/)
+  assert.match(overviewViewModel, /meta: `\$\{item\.department/)
+})
--- a/web/tests/personal-workbench-assistant.test.mjs
+++ b/web/tests/personal-workbench-assistant.test.mjs
@@ -121,8 +121,10 @@ test('workbench cards use layered glass material instead of texture-led cards',
  assert.doesNotMatch(workbenchCardStyles, /background-blend-mode:\s*normal,\s*color,\s*normal;/)
  assert.match(workbenchResponsiveStyles, /--workbench-glass-noise-opacity:\s*0\.008;/)
  assert.match(workbenchResponsiveStyles, /--workbench-glass-blur:\s*blur\(14px\) saturate\(1\.2\);/)
-  assert.match(workbenchGlassStyles, /\.todo-row,[\s\S]*\.progress-row\s*\{[\s\S]*background:\s*transparent;[\s\S]*box-shadow:\s*inset 0 1px 0 rgba\(var\(--theme-primary-rgb/)
-  assert.doesNotMatch(workbenchGlassStyles, /\.todo-row\s*\{[\s\S]*border-top:\s*1px solid var\(--workbench-line-soft\)/)
+  assert.match(workbenchGlassStyles, /\.progress-row\s*\{[\s\S]*background:\s*transparent;[\s\S]*box-shadow:\s*inset 0 1px 0 rgba\(var\(--theme-primary-rgb/)
+  assert.doesNotMatch(workbench, /<h2>我的待办<\/h2>/)
+  assert.doesNotMatch(workbench, /<h2>关键动作<\/h2>/)
+  assert.doesNotMatch(workbenchGlassStyles, /\.todo-row/)
  assert.doesNotMatch(workbenchGlassStyles, /\.progress-row\s*\{[\s\S]*border-top:\s*1px solid var\(--workbench-line-soft\)/)
  assert.match(workbenchInsightStyles, /\.insight-metric-row,[\s\S]*\.insight-profile-card\s*\{[\s\S]*backdrop-filter:\s*blur\(10px\) saturate\(1\.16\)/)
  assert.doesNotMatch(workbenchInsightStyles, /background:\s*#ffffff;/)
--- a/web/tests/risk-observation-dashboard.test.mjs
+++ b/web/tests/risk-observation-dashboard.test.mjs
@@ -82,3 +82,16 @@ test('risk dashboard wires window filter to trend, ranking, and cards data sourc
  assert.match(dashboardComponent, /RiskDailyTrendChart/)
  assert.match(dashboardComponent, /rankingGroups/)
 })
+
+test('risk dashboard shows loading overlay and realtime refresh status', () => {
+  assert.match(dashboardComponent, /risk-dashboard-loading-overlay/)
+  assert.match(dashboardComponent, /loadingLabel/)
+  assert.match(dashboardComponent, /lastUpdatedLabel/)
+  assert.match(dashboardComponent, /lastUpdatedAt/)
+  assert.match(overviewViewModel, /riskDashboardLastUpdatedAt/)
+  assert.match(overviewViewModel, /startRiskDashboardRealtimeRefresh/)
+  assert.match(overviewViewModel, /setInterval/)
+  assert.match(overviewViewModel, /document\.visibilityState === 'hidden'/)
+  assert.match(overviewViewModel, /riskDashboardRequestSeq/)
+  assert.match(overviewTemplate, /:last-updated-at="riskDashboardLastUpdatedAt"/)
+})
--- a/web/tests/travel-request-detail-risk-advice.test.mjs
+++ b/web/tests/travel-request-detail-risk-advice.test.mjs
@@ -805,6 +805,29 @@ test('application detail uses application labels instead of reimbursement labels
  assert.match(detailViewTemplate, /当前申请单已进入流程，详情页仅展示状态与申请信息。/)
 })

+test('returned application detail can open assistant with editable prefill', () => {
+  assert.match(
+    detailViewTemplate,
+    /v-if="canModifyReturnedApplication"[\s\S]*@click="handleModifyApplication"[\s\S]*修改申请/
+  )
+  assert.match(
+    detailViewScript,
+    /const canModifyReturnedApplication = computed\(\(\) => \([\s\S]*isApplicationDocument\.value[\s\S]*isCurrentApplicant\.value[\s\S]*returned/
+  )
+  assert.match(detailViewScript, /function buildApplicationEditPreview\(\)/)
+  assert.match(detailViewScript, /applicationDetailFactItems\.value[\s\S]*sourceText:\s*'修改申请'/)
+  assert.match(detailViewScript, /fields:\s*\{[\s\S]*applicationType:[\s\S]*reason:[\s\S]*transportMode:/)
+  assert.match(detailViewScript, /function handleModifyApplication\(\)/)
+  assert.match(detailViewScript, /source:\s*'application'/)
+  assert.match(detailViewScript, /sessionType:\s*'application'/)
+  assert.match(detailViewScript, /prompt:\s*''/)
+  assert.match(detailViewScript, /applicationPreview:\s*buildApplicationEditPreview\(\)/)
+  assert.match(detailViewScript, /applicationEditMode:\s*true/)
+  assert.match(detailViewScript, /initialPromptAutoSubmit:\s*false/)
+  assert.match(detailViewScript, /canModifyReturnedApplication,/)
+  assert.match(detailViewScript, /handleModifyApplication,/)
+})
+
 test('application detail does not show optional travel receipt reminders', () => {
  const request = {
    documentTypeCode: 'application',
@@ -943,6 +966,34 @@ test('transport ticket items no longer generate business location completion adv
  assert.doesNotMatch(detailViewScript, /完善第 1 条费用明细的业务地点/)
 })

+test('compliant attachment analysis does not create medium risk cards', () => {
+  const riskCards = buildAttachmentRiskCards({
+    expenseItems: [
+      {
+        id: 'item-001',
+        invoiceId: 'mock/invoice-001.txt',
+        itemReason: 'taxi',
+        itemType: 'transport'
+      }
+    ],
+    attachmentMetaByItemId: {
+      'item-001': {
+        analysis: {
+          severity: 'success',
+          label: 'compliant',
+          headline: 'invoice fields match reimbursement item',
+          summary: 'mock OCR fields are consistent with the reimbursement detail',
+          points: ['amount and document type are consistent']
+        }
+      }
+    }
+  })
+
+  assert.deepEqual(riskCards, [])
+  assert.match(detailViewInsights, /success', 'ok', 'normal', 'none', 'compliant', 'approved'/)
+  assert.match(detailViewScript, /tone: normalizeRiskTone\(analysis\.severity \|\| 'low'\)/)
+})
+
 test('return reason dialog is wired into approval and detail return actions', () => {
  assert.match(returnReasonDialog, /missing_attachment/)
  assert.match(returnReasonDialog, /invoice_mismatch/)
--- a/web/tests/travel-request-detail-submit-confirm.test.mjs
+++ b/web/tests/travel-request-detail-submit-confirm.test.mjs
@@ -94,8 +94,9 @@ test('archived detail delete action is gated by admin-only permission', () => {
 test('editable detail delete action is limited to applicant or claim manager', () => {
  assert.match(detailViewScript, /const isCurrentApplicant = computed/)
  assert.match(detailViewScript, /isPlatformAdminUser/)
-  assert.match(detailViewScript, /if \(isApplicationDocument\.value\) {\s*return isPlatformAdminUser\(currentUser\.value\)\s*}/)
+  assert.match(detailViewScript, /if \(isApplicationDocument\.value\) {\s*return isPlatformAdminUser\(currentUser\.value\) \|\| \(isEditableRequest\.value && isCurrentApplicant\.value\)\s*}/)
  assert.match(detailViewScript, /if \(canManageCurrentClaim\.value\) {\s*return true\s*}/)
  assert.match(detailViewScript, /return isEditableRequest\.value && isCurrentApplicant\.value/)
  assert.match(detailViewScript, /if \(isApplicationDocument\.value\) {\s*return '删除申请'\s*}/)
+  assert.match(detailViewScript, /当前申请单已进入审批流程，只有退回后申请人本人或系统管理员可以删除。/)
 })
--- a/web/tests/workbench-summary.test.mjs
+++ b/web/tests/workbench-summary.test.mjs
@@ -0,0 +1,80 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  buildAdjacentProgressSteps,
+  buildWorkbenchSummary
+} from '../src/utils/workbenchSummary.js'
+
+const currentUser = { name: '张三', username: 'zhangsan' }
+
+function buildStep(label, index, currentIndex) {
+  return {
+    label,
+    done: index < currentIndex,
+    active: index <= currentIndex,
+    current: index === currentIndex,
+    time: index === currentIndex ? '进行中' : '待处理'
+  }
+}
+
+test('workbench expense progress keeps only nearby four expense steps', () => {
+  const steps = ['创建单据', '待提交', '直属领导审批', '财务审批', '待付款', '归档入账']
+    .map((label, index) => buildStep(label, index, 3))
+
+  const visibleSteps = buildAdjacentProgressSteps(steps, 4)
+
+  assert.deepEqual(
+    visibleSteps.map((step) => step.label),
+    ['直属领导审批', '财务审批', '待付款', '归档入账']
+  )
+  assert.equal(visibleSteps[1].current, true)
+})
+
+test('workbench summary builds real user notifications and progress from requests', () => {
+  const summary = buildWorkbenchSummary(
+    [
+      {
+        id: 'BX-001',
+        claimId: 'claim-1',
+        claimNo: 'BX-001',
+        person: '张三',
+        title: '差旅报销',
+        approvalKey: 'draft',
+        approvalStatus: '草稿',
+        status: 'draft',
+        amount: 1280,
+        createdAt: '2026-06-01T10:00:00+08:00',
+        updatedAt: '2026-06-01T10:10:00+08:00',
+        progressSteps: [
+          buildStep('创建单据', 0, 1),
+          buildStep('待提交', 1, 1),
+          buildStep('直属领导审批', 2, 1),
+          buildStep('财务审批', 3, 1),
+          buildStep('待付款', 4, 1)
+        ]
+      },
+      {
+        id: 'BX-002',
+        claimId: 'claim-2',
+        claimNo: 'BX-002',
+        person: '李四',
+        title: '他人单据',
+        approvalKey: 'draft',
+        amount: 800,
+        progressSteps: []
+      }
+    ],
+    currentUser
+  )
+
+  assert.equal(summary.todoItems.length, 1)
+  assert.equal(summary.todoItems[0].target.id, 'claim-1')
+  assert.equal(summary.progressItems.length, 1)
+  assert.deepEqual(
+    summary.progressItems[0].steps.map((step) => step.label),
+    ['创建单据', '待提交', '直属领导审批', '财务审批']
+  )
+  assert.equal(summary.notifications.length, 1)
+  assert.equal(summary.unreadNotificationCount, 1)
+})
--- a/web/vite.config.js
+++ b/web/vite.config.js
@@ -817,13 +817,15 @@ async function startBackendAndWait() {
  return cloneBackendStartState()
 }

-function localSetupPlugin() {
-  return {
-    name: 'local-setup-api',
-    configureServer(server) {
-      server.watcher.unwatch(envFile)
-      server.watcher.unwatch(envExampleFile)
-      server.watcher.unwatch(path.join(rootDir, 'server', 'logs'))
+function localSetupPlugin() {
+  return {
+    name: 'local-setup-api',
+    configureServer(server) {
+      server.watcher.unwatch(envFile)
+      server.watcher.unwatch(envExampleFile)
+      server.watcher.unwatch(path.join(rootDir, 'server', 'logs'))
+      server.watcher.unwatch(path.join(rootDir, 'server', 'storage'))
+      server.watcher.unwatch(path.join(rootDir, 'test-results'))

      server.middlewares.use('/__setup/auth/login', async (req, res) => {
        try {
@@ -1030,15 +1032,18 @@ export default defineConfig({
        ? {
            // Docker bind mounts can miss fs events for Vue SFCs, which leaves Vite serving stale templates.
            usePolling: true,
-            interval: 250
+            interval: 1000
          }
        : {}),
      ignored: [
        envFile,
        envExampleFile,
-        path.join(rootDir, 'server', 'logs', '**')
-      ]
-    },
+        path.join(rootDir, 'server', 'logs', '**'),
+        path.join(rootDir, 'server', 'storage', '**'),
+        path.join(rootDir, 'test-results', '**'),
+        path.join(rootDir, '.codex-remote-attachments', '**')
+      ]
+    },
    proxy: {
      '/api': {
        target: `http://127.0.0.1:${process.env.SERVER_PORT || 8000}`,