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

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