feat: 报销预审会话状态管理与工作台交互增强

- 新增差旅报销会话状态管理与对话模型重构 - 增强风险观测服务与运行时聊天上下文作用域 - 优化工作台图标资源、助理意图识别与摘要工具 - 完善报销创建视图样式与差旅详情页标准调整交互 - 补充风险观测、运行时聊天与报销端点测试覆盖
2026-06-04 11:03:29 +08:00
parent 87da5df91b
commit 1cbf3fee44
60 changed files with 4156 additions and 393 deletions
--- a/web/src/views/TravelReimbursementCreateView.vue
+++ b/web/src/views/TravelReimbursementCreateView.vue
@@ -184,7 +184,41 @@
                      </div>
                    </div>

-                  <div class="composer-row" :class="{ 'knowledge-mode': isKnowledgeSession }">
+                  <div v-if="isStewardSession" class="composer-row steward-composer-row">
+                    <div class="composer-leading-actions steward-composer-leading-actions">
+                      <button
+                        type="button"
+                        class="tool-btn composer-side-btn"
+                        :disabled="submitting || reviewActionBusy || sessionSwitchBusy"
+                        aria-label="上传附件"
+                        title="上传附件"
+                        @click="triggerFileUpload"
+                      >
+                        <i class="mdi mdi-paperclip"></i>
+                      </button>
+                    </div>
+
+                    <div class="composer-shell steward-composer-shell">
+                      <div class="composer-shell-body">
+                        <textarea
+                          ref="composerTextareaRef"
+                          v-model="composerDraft"
+                          rows="1"
+                          :placeholder="composerPlaceholder"
+                          :disabled="submitting || reviewActionBusy || sessionSwitchBusy"
+                          @input="handleComposerInput"
+                          @keydown.enter.exact.prevent="handleComposerEnter"
+                          @keydown.ctrl.enter.prevent="submitComposer"
+                        />
+                      </div>
+                    </div>
+
+                    <button class="send-btn composer-side-btn" type="submit" :disabled="!canSubmit || reviewActionBusy || sessionSwitchBusy" aria-label="发送">
+                      <i :class="submitting ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-send'"></i>
+                    </button>
+                  </div>
+
+                  <div v-else class="composer-row" :class="{ 'knowledge-mode': isKnowledgeSession }">
                    <div v-if="!isKnowledgeSession" class="composer-leading-actions">
                      <button
                        type="button"
--- a/web/src/views/TravelRequestDetailView.vue
+++ b/web/src/views/TravelRequestDetailView.vue
@@ -184,6 +184,14 @@
                  <i class="mdi mdi-loading mdi-spin"></i>
                  <span>{{ smartEntryRecognitionText }}</span>
                </div>
+                <div v-if="standardAdjustmentBusy" class="expense-recognition-banner standard-adjustment-banner">
+                  <i class="mdi mdi-loading mdi-spin"></i>
+                  <span>正在重新测算费用，请稍候。明细和合计会在后台完成后自动更新。</span>
+                </div>
+                <div v-if="submitBusy" class="expense-recognition-banner submit-progress-banner">
+                  <i class="mdi mdi-loading mdi-spin"></i>
+                  <span>正在提交审批，请稍候。系统正在完成自动检测、预算占用和审批流转。</span>
+                </div>
                <table>
                  <thead>
                    <tr>
@@ -280,7 +288,10 @@
                          <template v-else>
                            <div v-if="item.hasStandardAdjustment" class="expense-adjusted-amount">
                              <span class="expense-original-amount">{{ item.originalAmountDisplay || item.amount }}</span>
-                              <strong class="expense-reimbursable-amount">{{ item.reimbursableAmountDisplay }}</strong>
+                              <strong class="expense-reimbursable-amount">
+                                <span class="expense-reimbursable-label">职级测算</span>
+                                {{ item.reimbursableAmountDisplay }}
+                              </strong>
                              <em v-if="item.employeeAbsorbedAmountDisplay">自担 {{ item.employeeAbsorbedAmountDisplay }}</em>
                            </div>
                            <strong v-else>{{ item.amount }}</strong>
@@ -754,6 +765,7 @@
      :open="submitConfirmDialogOpen"
      badge="提交确认"
      badge-tone="warning"
+      size="review"
      :title="`确认提交 ${request.id} 吗？`"
      :description="submitConfirmDescription"
      cancel-text="返回核对"
@@ -788,8 +800,9 @@
      :open="riskOverrideDialogOpen"
      badge="异常说明"
      badge-tone="danger"
+      size="review"
      :title="`当前存在 ${submitRiskWarnings.length} 条需说明的风险`"
-      description="请先补充异常说明后提交领导审批；也可以不填写说明，选择按职级最高可报销金额重新计算。"
+      description="请回到费用明细的异常说明列补充原因后再提交；如果不补充说明，可选择按职级最高可报销金额重新计算。"
      cancel-text="返回整改"
      confirm-text="按职级标准重算"
      busy-text="处理中..."
@@ -827,27 +840,10 @@
            <strong>{{ currentSubmitRiskWarning.title }}</strong>
          </div>
          <p>{{ currentSubmitRiskWarning.risk }}</p>
-          <textarea
-            v-model="riskOverrideReasons[currentSubmitRiskWarning.id]"
-            class="risk-note-editor-textarea"
-            rows="1"
-            maxlength="160"
-            placeholder="请说明原因，例如客户指定酒店、会议高峰、协议酒店满房等"
-            aria-label="异常说明"
-            @input="resizeExpenseNoteInput"
-            @keydown.enter="resizeExpenseNoteInput"
-          ></textarea>
        </article>
-        <div class="risk-override-submit-row">
-          <button
-            class="risk-override-save-btn"
-            type="button"
-            :disabled="riskOverrideBusy"
-            @click="confirmRiskOverrideReasons"
-          >
-            保存说明并继续提交
-          </button>
-          <span>不填写说明时，系统会按职级最高报销标准重算金额。</span>
+        <div class="risk-override-guidance">
+          <strong>请在费用明细的“异常说明”列补充原因后再提交。</strong>
+          <span>如果不补充说明，可直接选择按职级标准重算，超出标准的部分由员工自担。</span>
        </div>
      </div>
    </ConfirmDialog>
--- a/web/src/views/scripts/TravelReimbursementCreateView.js
+++ b/web/src/views/scripts/TravelReimbursementCreateView.js
@@ -15,6 +15,7 @@ import { useTravelReimbursementReviewDrawer } from './useTravelReimbursementRevi
 import { useTravelReimbursementSubmitComposer } from './useTravelReimbursementSubmitComposer.js'
 import { useTravelReimbursementReviewActions } from './useTravelReimbursementReviewActions.js'
 import { useTravelReimbursementGuidedFlow } from './useTravelReimbursementGuidedFlow.js'
+import { useStewardPlanFlow } from './useStewardPlanFlow.js'
 import { useApplicationPreviewEditor } from './useApplicationPreviewEditor.js'
 import {
  buildOperationFeedbackPayload,
@@ -24,6 +25,7 @@ import { recognizeOcrFiles } from '../../services/ocr.js'
 import { fetchAgentRunDetail } from '../../services/agentAssets.js'
 import { createOperationFeedback } from '../../services/operationFeedback.js'
 import { deleteConversation, runOrchestrator } from '../../services/orchestrator.js'
+import { fetchStewardPlan, fetchStewardPlanStream } from '../../services/steward.js'
 import { renderMarkdown } from '../../utils/markdown.js'
 import { clearAssistantSessionSnapshot } from '../../utils/assistantSessionSnapshot.js'
 import {
@@ -182,6 +184,7 @@ import {
  SESSION_TYPE_APPROVAL,
  SESSION_TYPE_EXPENSE,
  SESSION_TYPE_KNOWLEDGE,
+  SESSION_TYPE_STEWARD,
  canUseBudgetAssistantSession,
  aiAvatar,
  buildExpenseIntentConfirmationMessage,
@@ -674,9 +677,12 @@ export default {

    const isKnowledgeSession = computed(() => activeSessionType.value === SESSION_TYPE_KNOWLEDGE)
    const isApplicationSession = computed(() => activeSessionType.value === SESSION_TYPE_APPLICATION)
+    const isStewardSession = computed(() => activeSessionType.value === SESSION_TYPE_STEWARD)
    const activeAssistantMode = computed(() => resolveAssistantSessionMode(activeSessionType.value))
-    const assistantHeaderTitle = computed(() => '个人工作台')
-    const assistantHeaderDescription = computed(() => '个人工作窗，一站式费控解决枢纽')
+    const assistantHeaderTitle = computed(() => (isStewardSession.value ? '小财管家' : '个人工作台'))
+    const assistantHeaderDescription = computed(() =>
+      isStewardSession.value ? '统一财务任务编排入口' : '个人工作窗，一站式费控解决枢纽'
+    )
    const {
      flowRunId,
      flowSteps,
@@ -747,6 +753,9 @@ export default {
      showInsightPanel.value ? '隐藏详细信息' : '展开详细信息'
    )
    const composerPlaceholder = computed(() => {
+      if (isStewardSession.value) {
+        return '例如：申请7月2日去北京出差，同时报销昨天交通费和6月3日上海出差费用。'
+      }
      if (isKnowledgeSession.value) {
        return '例如：差旅住宿标准是什么？发票抬头不一致还能报销吗？'
      }
@@ -1213,6 +1222,9 @@ export default {
    const isReviewOverviewDrawer = computed(() => reviewDrawerMode.value === REVIEW_DRAWER_MODE_REVIEW)

    const shortcuts = computed(() => {
+      if (isStewardSession.value) {
+        return []
+      }
      const accessibleModes = filterAssistantSessionModes(ASSISTANT_SESSION_MODE_OPTIONS, currentUser.value)
      const visibleModes = props.entrySource === 'budget'
        ? accessibleModes.filter((mode) => mode.key === SESSION_TYPE_BUDGET)
@@ -1416,6 +1428,7 @@ export default {

    onBeforeUnmount(() => {
      document.removeEventListener('click', handleComposerDatePickerOutside)
+      clearStewardThinkingTimers()
      stopFlowRuntime()
      stopAttachmentRuntime()
    })
@@ -1518,6 +1531,27 @@ export default {
      messages.value.splice(index, 1, nextMessage)
    }

+    const { submitStewardPlan, clearStewardThinkingTimers } = useStewardPlanFlow({
+      activeSessionType,
+      attachedFiles,
+      composerDraft,
+      currentUser,
+      fileInputRef,
+      messages,
+      createMessage,
+      fetchStewardPlan,
+      fetchStewardPlanStream,
+      nextTick,
+      persistSessionState,
+      replaceMessage,
+      scrollToBottom,
+      adjustComposerTextareaHeight,
+      submitting,
+      reviewActionBusy,
+      sessionSwitchBusy,
+      toast
+    })
+
    async function runShortcut(shortcut) {
      if (shortcut?.action === 'switch_view' && shortcut?.targetSessionType) {
        if (shortcut.targetSessionType === SESSION_TYPE_BUDGET && !canUseBudgetAssistantSession(currentUser.value)) {
@@ -1675,6 +1709,15 @@ export default {
          scrollToBottom()
        })
        persistSessionState()
+        if (actionPayload.auto_submit && carryText) {
+          await submitComposer({
+            rawText: carryText,
+            userText: action.label || '确认继续处理',
+            pendingText: '正在按确认内容继续处理...',
+            files: carryFiles,
+            skipScopeGuard: true
+          })
+        }
        return
      }

@@ -2406,6 +2449,9 @@ export default {
      // submitting.value = true
      // recognizeOcrFiles(files)
      // submitting.value = false
+      if (isStewardSession.value && await submitStewardPlan(options)) {
+        return null
+      }
      if (await handleGuidedComposerSubmit(options)) {
        return null
      }
@@ -2651,7 +2697,7 @@ export default {
    return {
      emit, messageItemUi, insightPanelUi, ASSISTANT_DISPLAY_NAME, aiAvatar, userAvatar, fileInputRef, composerTextareaRef, messageListRef, composerDraft, composerDatePickerOpen, composerDateMode, composerSingleDate, composerRangeStartDate, composerRangeEndDate, composerBusinessTimeTags, composerCanApplyDateSelection,
      toggleComposerDatePicker, closeComposerDatePicker, setComposerDateMode, handleComposerDateInputChange, removeComposerBusinessTimeTag, flowSteps, flowRunId, flowRefreshBusy, completedFlowStepCount, flowOverallStatusTone, flowOverallStatusText, flowTotalDurationText,
-      attachedFiles, composerFilesExpanded, visibleAttachedFiles, hiddenAttachedFileCount, submitting, sessionSwitchBusy, messages, currentInsight, linkedRequest, canSubmit, activeSessionType, isKnowledgeSession, hotKnowledgeQuestions,
+      attachedFiles, composerFilesExpanded, visibleAttachedFiles, hiddenAttachedFileCount, submitting, sessionSwitchBusy, messages, currentInsight, linkedRequest, canSubmit, activeSessionType, isKnowledgeSession, isStewardSession, hotKnowledgeQuestions,
      hasInsightPanelContent, showInsightPanel, insightPanelToggleLabel, assistantHeaderTitle, assistantHeaderDescription, composerPlaceholder, currentIntentLabel, canDeleteCurrentSession, latestReviewMessage, activeReviewPayload, activeReviewPanelScope, activeReviewFilePreviews, reviewDrawerMode, isReviewOverviewDrawer, isReviewDocumentDrawer, isReviewRiskDrawer, isReviewFlowDrawer,
      reviewDrawerTitle, reviewOverviewDrawerAvailable, reviewDocumentDrawerAvailable, reviewRiskDrawerAvailable, reviewFlowDrawerAvailable, reviewDocumentDrawerLabel, reviewDocumentDrawerIcon, reviewRiskDrawerLabel, reviewRiskDrawerIcon, reviewFlowDrawerLabel, reviewFlowDrawerIcon, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, canPreviewActiveReviewDocument,
      reviewIntentText, reviewFactCards, reviewCategoryOptions, reviewOtherCategoryOptions, reviewSelectedOtherCategory, reviewInlineDirty, reviewInlineForm, reviewInlineEditorKey, reviewInlineErrors, reviewOtherCategoryOpen, reviewInlinePendingFiles, DATE_INPUT_FORMAT, REVIEW_SCENE_OTHER_OPTION, REVIEW_SCENE_OPTIONS, REVIEW_OTHER_CATEGORY_OPTIONS,
--- a/web/src/views/scripts/TravelRequestDetailView.js
+++ b/web/src/views/scripts/TravelRequestDetailView.js
@@ -612,10 +612,10 @@ export default {
    const submitConfirmDialogOpen = ref(false)
    const riskOverrideDialogOpen = ref(false)
    const riskOverrideBusy = ref(false)
+    const standardAdjustmentBusy = ref(false)
    const riskOverrideIndex = ref(0)
    const highlightedRiskCardId = ref('')
    let highlightedRiskCardTimer = 0
-    const riskOverrideReasons = reactive({})
    const deleteBusy = ref(false)
    const deleteDialogOpen = ref(false)
    const returnBusy = ref(false)
@@ -653,6 +653,8 @@ export default {
    })
    const detailNoteEditor = ref('')
    const savingDetailNote = ref(false)
+    let standardAdjustmentTaskSeq = 0
+    let submitTaskSeq = 0

    const request = computed(() => {
      const normalized = normalizeRequestForUi(props.request)
@@ -901,7 +903,6 @@ export default {
    const actionBusy = computed(() =>
      Boolean(savingExpenseId.value)
      || submitBusy.value
-      || riskOverrideBusy.value
      || deleteBusy.value
      || returnBusy.value
      || approveBusy.value
@@ -935,6 +936,10 @@ export default {
          Object.keys(expenseAttachmentMeta).forEach((key) => {
            delete expenseAttachmentMeta[key]
          })
+          standardAdjustmentTaskSeq += 1
+          standardAdjustmentBusy.value = false
+          submitTaskSeq += 1
+          submitBusy.value = false
          closeAttachmentPreview()
        }
        pendingUploadExpenseId.value = ''
@@ -1776,17 +1781,6 @@ export default {
        return
      }
      riskOverrideIndex.value = 0
-      const activeIds = new Set(warnings.map((risk) => risk.id))
-      Object.keys(riskOverrideReasons).forEach((riskId) => {
-        if (!activeIds.has(riskId)) {
-          delete riskOverrideReasons[riskId]
-        }
-      })
-      warnings.forEach((risk) => {
-        if (typeof riskOverrideReasons[risk.id] !== 'string') {
-          riskOverrideReasons[risk.id] = ''
-        }
-      })
      riskOverrideDialogOpen.value = true
    }

@@ -1824,105 +1818,43 @@ export default {
      riskOverrideIndex.value = (riskOverrideIndex.value + 1) % submitRiskWarnings.value.length
    }

-    function mergeDetailNoteWithRiskOverride(appendix) {
-      const baseNote = detailNoteEditor.value.trim() || detailNoteSource.value
-      return [baseNote, appendix].map((item) => String(item || '').trim()).filter(Boolean).join('\n')
+    function confirmStandardAdjustment() {
+      if (riskOverrideBusy.value || standardAdjustmentBusy.value) {
+        return
+      }
+      const claimId = String(request.value?.claimId || '').trim()
+      if (!claimId) {
+        toast('\u5f53\u524d\u8349\u7a3f\u7f3a\u5c11 claimId\uff0c\u6682\u65f6\u65e0\u6cd5\u6309\u804c\u7ea7\u6807\u51c6\u91cd\u7b97\u3002')
+        return
+      }
+
+      riskOverrideDialogOpen.value = false
+      standardAdjustmentBusy.value = true
+      const taskSeq = ++standardAdjustmentTaskSeq
+      toast('\u6b63\u5728\u540e\u53f0\u6309\u804c\u7ea7\u6807\u51c6\u91cd\u65b0\u6d4b\u7b97\u8d39\u7528\u3002')
+      void runStandardAdjustmentRecalculation(claimId, taskSeq)
    }

-    async function confirmRiskOverrideReasons() {
-      if (riskOverrideBusy.value) {
-        return
-      }
-      const missingIndex = submitRiskWarnings.value.findIndex((risk) => !String(riskOverrideReasons[risk.id] || '').trim())
-      if (missingIndex >= 0) {
-        riskOverrideIndex.value = missingIndex
-        toast('请为每一条风险填写异常说明。')
-        return
-      }
-
-      const itemNoteGroups = new Map()
-      const claimLevelRisks = []
-      submitRiskWarnings.value.forEach((risk, index) => {
-        const reason = String(riskOverrideReasons[risk.id] || '').trim()
-        const item = resolveExpenseItemForRiskCard(risk)
-        if (item?.id) {
-          const currentGroup = itemNoteGroups.get(item.id) || { item, reasons: [] }
-          currentGroup.reasons.push(reason)
-          itemNoteGroups.set(item.id, currentGroup)
-        } else {
-          const title = String(risk.title || risk.label || '风险').trim()
-          claimLevelRisks.push(`异常说明：第${index + 1}条 ${title}：${reason}`)
-        }
-      })
-
-      riskOverrideBusy.value = true
-      try {
-        await Promise.all(
-          [...itemNoteGroups.entries()].map(([itemId, group]) => {
-            const existingNote = String(group.item?.itemNote || '').trim()
-            const nextNote = [
-              existingNote,
-              ...group.reasons.filter((reason) => existingNote !== reason && !existingNote.includes(reason))
-            ].filter(Boolean).join('\n')
-            return updateExpenseClaimItem(request.value.claimId, itemId, {
-              item_note: nextNote
-            })
-          })
-        )
-        itemNoteGroups.forEach((group, itemId) => {
-          const existingNote = String(group.item?.itemNote || '').trim()
-          const nextNote = [
-            existingNote,
-            ...group.reasons.filter((reason) => existingNote !== reason && !existingNote.includes(reason))
-          ].filter(Boolean).join('\n')
-          applyLocalExpenseItemPatch(itemId, {
-            itemNote: nextNote
-          })
-        })
-        if (claimLevelRisks.length) {
-          const appendix = claimLevelRisks.join('\n')
-          const nextNote = mergeDetailNoteWithRiskOverride(appendix)
-          if (nextNote.length > 500) {
-            toast('附加说明最多 500 字，请精简风险原因后再继续提交。')
-            return
-          }
-          await updateExpenseClaim(request.value.claimId, {
-            reason: nextNote
-          })
-          detailNoteEditor.value = nextNote
-        }
-        riskOverrideDialogOpen.value = false
-        submitConfirmDialogOpen.value = true
-        toast('异常说明已保存，可继续提交审批。')
-        emit('request-updated', { claimId: request.value.claimId })
-      } catch (error) {
-        toast(error?.message || '异常说明保存失败，请稍后重试。')
-      } finally {
-        riskOverrideBusy.value = false
-      }
-    }
-
-    async function confirmStandardAdjustment() {
-      if (riskOverrideBusy.value) {
-        return
-      }
-      riskOverrideBusy.value = true
+    async function runStandardAdjustmentRecalculation(claimId, taskSeq) {
      try {
        const payload = await buildStandardAdjustmentPayload()
        if (!payload.risks.length) {
-          toast('当前风险暂未匹配到可重算的费用明细，请先补充异常说明。')
+          toast('\u5f53\u524d\u98ce\u9669\u6682\u672a\u5339\u914d\u5230\u53ef\u91cd\u7b97\u7684\u8d39\u7528\u660e\u7ec6\uff0c\u8bf7\u5148\u8865\u5145\u5f02\u5e38\u8bf4\u660e\u3002')
+          return
+        }
+        const response = await acceptExpenseClaimStandardAdjustment(claimId, payload)
+        if (taskSeq !== standardAdjustmentTaskSeq || String(request.value?.claimId || '').trim() !== claimId) {
          return
        }
-        const response = await acceptExpenseClaimStandardAdjustment(request.value.claimId, payload)
        applyStandardAdjustmentResponse(response)
-        riskOverrideDialogOpen.value = false
-        submitConfirmDialogOpen.value = true
-        toast('已按职级最高报销标准重算实际报销金额。')
+        toast('\u5df2\u6309\u804c\u7ea7\u6700\u9ad8\u62a5\u9500\u6807\u51c6\u91cd\u7b97\u5b9e\u9645\u62a5\u9500\u91d1\u989d\uff0c\u53ef\u7ee7\u7eed\u63d0\u4ea4\u5ba1\u6279\u3002')
        emit('request-updated', { claimId: request.value.claimId })
      } catch (error) {
-        toast(error?.message || '按职级标准重算失败，请稍后重试。')
+        toast(error?.message || '\u6309\u804c\u7ea7\u6807\u51c6\u91cd\u7b97\u5931\u8d25\uff0c\u8bf7\u7a0d\u540e\u91cd\u8bd5\u3002')
      } finally {
-        riskOverrideBusy.value = false
+        if (taskSeq === standardAdjustmentTaskSeq) {
+          standardAdjustmentBusy.value = false
+        }
      }
    }

@@ -2375,6 +2307,11 @@ export default {
        return
      }

+      if (standardAdjustmentBusy.value) {
+        toast('费用正在按职级标准重新测算，完成后再提交审批。')
+        return
+      }
+
      if (draftBlockingIssues.value.length) {
        toast(draftBlockingIssues.value[0] || '请先补全草稿信息，再提交审批。')
        return
@@ -2396,7 +2333,7 @@ export default {
      submitConfirmDialogOpen.value = false
    }

-    async function confirmSubmitRequest() {
+    function confirmSubmitRequest() {
      if (!request.value.claimId) {
        toast('当前草稿缺少 claimId，暂时无法提交。')
        submitConfirmDialogOpen.value = false
@@ -2409,34 +2346,57 @@ export default {
        return
      }

+      if (standardAdjustmentBusy.value) {
+        toast('费用正在按职级标准重新测算，完成后再提交审批。')
+        submitConfirmDialogOpen.value = false
+        return
+      }
+
      if (draftBlockingIssues.value.length) {
        toast(draftBlockingIssues.value[0] || '请先补全草稿信息，再提交审批。')
        submitConfirmDialogOpen.value = false
        return
      }

+      const claimId = String(request.value.claimId || '').trim()
+      const documentNo = request.value.id
+      const isApplication = isApplicationDocument.value
      submitBusy.value = true
+      submitConfirmDialogOpen.value = false
+      const taskSeq = ++submitTaskSeq
+      toast('\u6b63\u5728\u540e\u53f0\u63d0\u4ea4\u5ba1\u6279\uff0c\u5b8c\u6210\u540e\u4f1a\u81ea\u52a8\u66f4\u65b0\u5355\u636e\u72b6\u6001\u3002')
+      void runSubmitRequest(claimId, documentNo, isApplication, taskSeq)
+    }
+
+    async function runSubmitRequest(claimId, documentNo, isApplication, taskSeq) {
      try {
-        const payload = await submitExpenseClaim(request.value.claimId)
+        const payload = await submitExpenseClaim(claimId)
+        if (taskSeq !== submitTaskSeq || String(request.value?.claimId || '').trim() !== claimId) {
+          return
+        }
        const claimStatus = String(payload?.status || '').trim().toLowerCase()
        const approvalStage = String(payload?.approval_stage || payload?.approvalStage || '').trim()
        if (claimStatus === 'submitted') {
          toast(
-            isApplicationDocument.value
-              ? `${request.value.id} 申请单已提交${approvalStage ? `，当前节点：${approvalStage}` : '，等待直属领导审批'}。`
-              : `${request.value.id} 已提交审批${approvalStage ? `，当前节点：${approvalStage}` : '。'}`
+            isApplication
+              ? `${documentNo} 申请单已提交${approvalStage ? `，当前节点：${approvalStage}` : '，等待直属领导审批'}。`
+              : `${documentNo} 已提交审批${approvalStage ? `，当前节点：${approvalStage}` : '。'}`
          )
        } else if (claimStatus === 'supplement') {
-          toast(`${request.value.id} 自动检测未通过，已转待补充。`)
+          toast(`${documentNo} 自动检测未通过，已转待补充。`)
        } else {
-          toast(`${request.value.id} 提交结果已更新。`)
+          toast(`${documentNo} 提交结果已更新。`)
        }
        submitConfirmDialogOpen.value = false
-        emit('request-updated', { claimId: request.value.claimId })
+        emit('request-updated', { claimId })
      } catch (error) {
-        toast(error?.message || '提交审批失败，请稍后重试。')
+        if (taskSeq === submitTaskSeq) {
+          toast(error?.message || '提交审批失败，请稍后重试。')
+        }
      } finally {
-        submitBusy.value = false
+        if (taskSeq === submitTaskSeq) {
+          submitBusy.value = false
+        }
      }
    }

@@ -2664,6 +2624,10 @@ export default {
    }

    onBeforeUnmount(() => {
+      standardAdjustmentTaskSeq += 1
+      standardAdjustmentBusy.value = false
+      submitTaskSeq += 1
+      submitBusy.value = false
      if (highlightedRiskCardTimer) {
        window.clearTimeout(highlightedRiskCardTimer)
        highlightedRiskCardTimer = 0
@@ -2688,7 +2652,7 @@ export default {
      closeApproveConfirmDialog, closeDeleteDialog, closeAttachmentPreview, closePayConfirmDialog, closeSubmitConfirmDialog,
      closeRiskOverrideDialog, closeSmartEntryUploadDialog,
      closeReturnDialog, confirmApproveRequest, confirmDeleteRequest, confirmSubmitRequest, confirmReturnRequest,
-      confirmPayRequest, confirmRiskOverrideReasons, confirmStandardAdjustment, confirmSmartEntryUpload,
+      confirmPayRequest, confirmStandardAdjustment, confirmSmartEntryUpload,
      chooseSmartEntryFile, clearSmartEntryFile,
      currentAttachmentPreviewInsight, currentAttachmentPreviewRiskCards, currentProgressRingMotion,
      currentSubmitRiskWarning,
@@ -2715,10 +2679,11 @@ export default {
      resolveRiskCardDomId, isHighlightedRiskCard,
      returnBusy, returnDialogDescription, returnDialogOpen, riskOverrideBusy, riskOverrideDialogOpen, riskOverrideIndexLabel,
      requiresApprovalOpinion,
-      riskOverrideReasons, saveDetailNote, savingDetailNote, savingExpenseId,
+      saveDetailNote, savingDetailNote, savingExpenseId,
      smartEntrySelectedFileCount, smartEntrySelectedFileNames, smartEntrySelectedFileSummary,
      smartEntryRecognitionBusy, smartEntryRecognitionText,
      smartEntryUploadBusy, smartEntryUploadDialogOpen, smartEntryUploadInput,
+      standardAdjustmentBusy,
      showAiAdvicePanel, showApplicationLeaderOpinion,
      showBudgetAnalysis, showStageRiskAdvice,
      showExpenseRisk, startExpenseEdit, submitActionIcon, submitActionLabel, submitBusy,
--- a/web/src/views/scripts/stewardPlanModel.js
+++ b/web/src/views/scripts/stewardPlanModel.js
@@ -0,0 +1,173 @@
+import {
+  ASSISTANT_SCOPE_ACTION_SWITCH,
+} from '../../utils/assistantSessionScope.js'
+import {
+  SESSION_TYPE_APPLICATION,
+  SESSION_TYPE_EXPENSE
+} from './travelReimbursementConversationModel.js'
+
+const TASK_TYPE_LABELS = {
+  expense_application: '费用申请',
+  reimbursement: '费用报销'
+}
+
+const AGENT_LABELS = {
+  application_assistant: '申请助手',
+  reimbursement_assistant: '报销助手'
+}
+
+export function buildStewardPlanRequest({ rawText = '', files = [], currentUser = {} } = {}) {
+  const safeFiles = Array.isArray(files) ? files : []
+  return {
+    message: String(rawText || '').trim(),
+    user_id: String(currentUser.username || currentUser.name || 'anonymous').trim() || 'anonymous',
+    client_now_iso: new Date().toISOString(),
+    attachments: safeFiles.map((file) => ({
+      name: String(file?.name || '').trim(),
+      media_type: String(file?.type || '').trim()
+    })).filter((item) => item.name),
+    context_json: {
+      entry_source: 'workbench',
+      session_type: 'steward',
+      role_codes: Array.isArray(currentUser.roleCodes) ? currentUser.roleCodes : [],
+      username: currentUser.username || '',
+      name: currentUser.name || currentUser.username || '',
+      department_name: currentUser.departmentName || currentUser.department || '',
+      employee_grade: currentUser.grade || ''
+    }
+  }
+}
+
+export function normalizeStewardPlan(rawPlan = {}, options = {}) {
+  const visibleThinkingEventCount = Number.isFinite(options.visibleThinkingEventCount)
+    ? Number(options.visibleThinkingEventCount)
+    : Number(rawPlan.visibleThinkingEventCount || rawPlan.visible_thinking_event_count || 0)
+  return {
+    planId: String(rawPlan.plan_id || rawPlan.planId || ''),
+    planStatus: String(rawPlan.plan_status || rawPlan.planStatus || ''),
+    summary: String(rawPlan.summary || ''),
+    visibleThinkingEventCount,
+    thinkingEvents: Array.isArray(rawPlan.thinking_events)
+      ? rawPlan.thinking_events.map((item) => ({
+          eventId: String(item.event_id || item.eventId || ''),
+          stage: String(item.stage || ''),
+          title: String(item.title || ''),
+          content: String(item.content || ''),
+          status: String(item.status || 'completed')
+        }))
+      : [],
+    tasks: Array.isArray(rawPlan.tasks)
+      ? rawPlan.tasks.map((item) => ({
+          taskId: String(item.task_id || item.taskId || ''),
+          taskType: String(item.task_type || item.taskType || ''),
+          taskTypeLabel: TASK_TYPE_LABELS[String(item.task_type || item.taskType || '')] || '财务任务',
+          assignedAgent: String(item.assigned_agent || item.assignedAgent || ''),
+          assignedAgentLabel: AGENT_LABELS[String(item.assigned_agent || item.assignedAgent || '')] || '财务助手',
+          title: String(item.title || ''),
+          summary: String(item.summary || ''),
+          status: String(item.status || ''),
+          confidence: Number(item.confidence || 0),
+          ontologyFields: item.ontology_fields || item.ontologyFields || {},
+          missingFields: Array.isArray(item.missing_fields || item.missingFields)
+            ? item.missing_fields || item.missingFields
+            : [],
+          confirmationRequired: item.confirmation_required ?? item.confirmationRequired ?? true
+        }))
+      : [],
+    attachmentGroups: Array.isArray(rawPlan.attachment_groups)
+      ? rawPlan.attachment_groups.map((item) => ({
+          groupId: String(item.group_id || item.groupId || ''),
+          targetTaskId: String(item.target_task_id || item.targetTaskId || ''),
+          scene: String(item.scene || ''),
+          sceneLabel: String(item.scene_label || item.sceneLabel || ''),
+          attachmentNames: Array.isArray(item.attachment_names || item.attachmentNames)
+            ? item.attachment_names || item.attachmentNames
+            : [],
+          excludedAttachmentNames: Array.isArray(item.excluded_attachment_names || item.excludedAttachmentNames)
+            ? item.excluded_attachment_names || item.excludedAttachmentNames
+            : [],
+          confidence: Number(item.confidence || 0),
+          rationale: String(item.rationale || ''),
+          confirmationRequired: item.confirmation_required ?? item.confirmationRequired ?? true
+        }))
+      : [],
+    confirmationGroups: Array.isArray(rawPlan.confirmation_groups)
+      ? rawPlan.confirmation_groups
+      : []
+  }
+}
+
+export function buildStewardPlanMessageText(plan) {
+  const normalized = normalizeStewardPlan(plan)
+  const taskLines = normalized.tasks.map((task, index) =>
+    `${index + 1}. ${task.title || task.taskTypeLabel}，交给${task.assignedAgentLabel}。`
+  )
+  return [
+    '**小财管家已完成任务拆解。**',
+    '',
+    normalized.summary || `我识别到 ${normalized.tasks.length} 个待处理任务，请确认后继续执行。`,
+    '',
+    ...taskLines
+  ].join('\n')
+}
+
+export function buildStewardSuggestedActions(plan) {
+  const normalized = normalizeStewardPlan(plan)
+  const taskById = new Map(normalized.tasks.map((task) => [task.taskId, task]))
+  const groupById = new Map(normalized.attachmentGroups.map((group) => [group.groupId, group]))
+  return normalized.confirmationGroups.map((action) => {
+    const actionType = String(action.action_type || action.actionType || '').trim()
+    const taskId = String(action.target_task_id || action.targetTaskId || '').trim()
+    const groupId = String(action.attachment_group_id || action.attachmentGroupId || '').trim()
+    const task = taskById.get(taskId)
+    const group = groupById.get(groupId)
+    const targetSessionType = actionType === 'confirm_create_application'
+      ? SESSION_TYPE_APPLICATION
+      : SESSION_TYPE_EXPENSE
+    return {
+      label: String(action.label || '确认继续处理'),
+      description: String(action.description || ''),
+      icon: actionType === 'confirm_create_application'
+        ? 'mdi mdi-file-plus-outline'
+        : actionType === 'confirm_attachment_group'
+          ? 'mdi mdi-folder-check-outline'
+          : 'mdi mdi-receipt-text-plus-outline',
+      action_type: ASSISTANT_SCOPE_ACTION_SWITCH,
+      payload: {
+        session_type: targetSessionType,
+        carry_text: buildStewardCarryText(actionType, task, group),
+        carry_files: actionType !== 'confirm_create_application',
+        auto_submit: true,
+        steward_confirmation_id: String(action.confirmation_id || action.confirmationId || ''),
+        steward_plan_id: normalized.planId
+      }
+    }
+  })
+}
+
+function buildStewardCarryText(actionType, task, group) {
+  if (actionType === 'confirm_attachment_group' && group) {
+    return [
+      `我确认将以下附件归集为${group.sceneLabel || '当前报销任务'}，请继续整理报销核对信息。`,
+      `附件：${group.attachmentNames.join('、') || '待确认'}`,
+      group.excludedAttachmentNames.length
+        ? `暂不归集：${group.excludedAttachmentNames.join('、')}`
+        : ''
+    ].filter(Boolean).join('\n')
+  }
+
+  if (!task) {
+    return '我确认继续处理这项财务任务，请按现有流程核对信息。'
+  }
+
+  const fields = Object.entries(task.ontologyFields || {})
+    .filter(([, value]) => String(value || '').trim())
+    .map(([key, value]) => `${key}: ${value}`)
+  return [
+    `我确认处理“小财管家”识别的任务：${task.title || task.taskTypeLabel}。`,
+    task.summary ? `任务摘要：${task.summary}` : '',
+    fields.length ? `本体字段：${fields.join('；')}` : '',
+    task.missingFields.length ? `待补充字段：${task.missingFields.join('、')}` : '',
+    '请按现有流程生成核对结果，并在需要入库、绑定附件或提交审批前让我再次确认。'
+  ].filter(Boolean).join('\n')
+}
--- a/web/src/views/scripts/travelReimbursementConversationModel.js
+++ b/web/src/views/scripts/travelReimbursementConversationModel.js
@@ -16,8 +16,10 @@ export const SESSION_TYPE_APPLICATION = 'application'
 export const SESSION_TYPE_APPROVAL = 'approval'
 export const SESSION_TYPE_KNOWLEDGE = 'knowledge'
 export const SESSION_TYPE_BUDGET = 'budget'
+export const SESSION_TYPE_STEWARD = 'steward'

 export const ASSISTANT_SESSION_TYPES = [
+  SESSION_TYPE_STEWARD,
  SESSION_TYPE_APPLICATION,
  SESSION_TYPE_EXPENSE,
  SESSION_TYPE_APPROVAL,
@@ -26,6 +28,12 @@ export const ASSISTANT_SESSION_TYPES = [
 ]

 export const ASSISTANT_SESSION_MODE_OPTIONS = [
+  {
+    key: SESSION_TYPE_STEWARD,
+    label: '小财管家',
+    icon: 'mdi mdi-account-tie-outline',
+    description: '统一拆解多任务、归集附件，并调度申请助手和报销助手'
+  },
  {
    key: SESSION_TYPE_APPLICATION,
    label: '申请助手',
@@ -323,6 +331,7 @@ export function createMessage(role, text, attachments = [], extras = {}) {
    pendingAttachmentAssociation: null,
    applicationPreview: null,
    budgetReport: null,
+    stewardPlan: null,
    operationFeedback: null,
    ...extras
  }
@@ -574,6 +583,21 @@ export function buildWelcomeQuickActions(sessionType, user, entrySource, linkedR
    }))
  }

+  if (normalizedSessionType === SESSION_TYPE_STEWARD) {
+    return [
+      {
+        label: '申请出差并报销票据',
+        prompt: '我想申请下周去北京出差，并报销昨天的交通费。',
+        icon: 'mdi mdi-account-tie-outline'
+      },
+      {
+        label: '归集多张附件',
+        prompt: '我上传了多张票据，请先帮我判断哪些属于差旅报销。',
+        icon: 'mdi mdi-folder-multiple-outline'
+      }
+    ]
+  }
+
  if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
    return APPLICATION_WELCOME_QUICK_ACTIONS
  }
@@ -606,6 +630,18 @@ export function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SE
    ].join('\n')
  }

+  if (normalizedSessionType === SESSION_TYPE_STEWARD) {
+    return [
+      `${greeting}！今日是 **${ctx.dateLine}**。`,
+      '',
+      '**欢迎来到个人财务中心 · 小财管家。** 我会先拆解您的一句话多任务，归集附件，再把确认后的任务分派给申请助手或报销助手。',
+      '',
+      '业务范围：多任务识别、附件归集、确认点管理、申请助手和报销助手调度。创建单据、绑定附件和提交审批都会先让您确认。',
+      '',
+      '您可以一次性描述多个申请或报销事项，也可以先上传附件让我归集。'
+    ].join('\n')
+  }
+
  if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
    return [
      `${greeting}！今日是 **${ctx.dateLine}**。`,
@@ -678,6 +714,17 @@ export function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SE
    }
  }

+  if (normalizedSessionType === SESSION_TYPE_STEWARD) {
+    return {
+      intent: 'welcome',
+      metricLabel: '当前入口',
+      metricValue: '小财管家',
+      title: '小财管家',
+      summary: `${ctx.honorific}，这里会先拆解多任务和归集附件，再把确认后的事项交给申请助手或报销助手处理。`,
+      agent: null
+    }
+  }
+
  if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
    return {
      intent: 'welcome',
@@ -890,6 +937,7 @@ export function serializeSessionMessages(messages) {
      pendingAttachmentAssociation: message.pendingAttachmentAssociation || null,
      applicationPreview: message.applicationPreview || null,
      budgetReport: message.budgetReport || null,
+      stewardPlan: message.stewardPlan || null,
      operationFeedback: message.operationFeedback || null,
      assistantName: message.assistantName || '',
    isWelcome: Boolean(message.isWelcome),
@@ -913,6 +961,7 @@ export function hasMeaningfulSessionMessages(messages) {
        || message.draftPayload
        || message.applicationPreview
        || message.budgetReport
+        || message.stewardPlan
        || message.operationFeedback
        || message.pendingAttachmentAssociation
        || (Array.isArray(message.riskFlags) && message.riskFlags.length)
--- a/web/src/views/scripts/travelRequestDetailStandardAdjustment.js
+++ b/web/src/views/scripts/travelRequestDetailStandardAdjustment.js
@@ -12,6 +12,15 @@ function normalizeAmount(value) {
  return Number.isFinite(amount) && amount > 0 ? amount : 0
 }

+function parseDayCount(value) {
+  const match = String(value || '').match(/\d{1,3}/)
+  if (!match) {
+    return 0
+  }
+  const days = Number(match[0])
+  return Number.isFinite(days) && days > 0 ? Math.max(1, Math.min(365, Math.floor(days))) : 0
+}
+
 export function buildCurrentStandardAdjustmentMap(request = {}, riskFlags = []) {
  return buildStandardAdjustmentMap({
    ...request,
@@ -94,7 +103,20 @@ function resolveParsedStandardAmount(card, item) {
  return candidates.length ? Math.max(...candidates) : null
 }

-function extractRiskCardNightCount(card) {
+function extractRequestApplicationDays(request = {}) {
+  return parseDayCount(
+    request?.relatedApplication?.days
+    || request?.application_days
+    || request?.applicationDays
+    || request?.days
+  )
+}
+
+function extractRiskCardNightCount(card, request = {}) {
+  const applicationDays = extractRequestApplicationDays(request)
+  if (applicationDays) {
+    return applicationDays
+  }
  const corpus = [card?.risk, card?.summary, card?.suggestion, card?.title]
    .map(normalizeText)
    .join(' ')
@@ -112,7 +134,7 @@ async function resolveTravelStandardAmount({ card, item, request, calculateTrave
    return null
  }
  const grade = normalizeText(request?.employeeGrade || request?.profileGrade)
-  const days = extractRiskCardNightCount(card)
+  const days = extractRiskCardNightCount(card, request)
  try {
    const result = await calculateTravelReimbursement({ days, location, grade })
    const hotelAmount = Number(result?.hotel_amount ?? result?.hotelAmount)
@@ -167,6 +189,7 @@ export async function buildStandardAdjustmentPayload({
      item_id: item.id,
      title: warning.title,
      risk: warning.risk || warning.summary,
+      application_days: extractRiskCardNightCount(warning, request),
      original_amount: originalAmount,
      reimbursable_amount: reimbursableAmount
    })
--- a/web/src/views/scripts/useStewardPlanFlow.js
+++ b/web/src/views/scripts/useStewardPlanFlow.js
@@ -0,0 +1,158 @@
+import {
+  buildStewardPlanMessageText,
+  buildStewardPlanRequest,
+  buildStewardSuggestedActions,
+  normalizeStewardPlan
+} from './stewardPlanModel.js'
+import { SESSION_TYPE_STEWARD } from './travelReimbursementConversationModel.js'
+
+export function useStewardPlanFlow({
+  activeSessionType,
+  attachedFiles,
+  composerDraft,
+  currentUser,
+  fileInputRef,
+  messages,
+  createMessage,
+  fetchStewardPlan,
+  fetchStewardPlanStream,
+  nextTick,
+  persistSessionState,
+  replaceMessage,
+  scrollToBottom,
+  adjustComposerTextareaHeight,
+  submitting,
+  reviewActionBusy,
+  sessionSwitchBusy,
+  toast
+}) {
+  function isStewardSession() {
+    return String(activeSessionType.value || '').trim() === SESSION_TYPE_STEWARD
+  }
+
+  function clearStewardThinkingTimers() {
+    // 保留给页面卸载调用；流式版不再使用前端延时器。
+  }
+
+  async function submitStewardPlan(options = {}) {
+    if (!isStewardSession()) return false
+    if (submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) return true
+
+    const rawText = String(options.rawText ?? composerDraft.value ?? '').trim()
+    const files = Array.from(options.files ?? attachedFiles.value ?? [])
+    if (!rawText && !files.length) return true
+
+    const fileNames = files.map((file) => file.name).filter(Boolean)
+    const userText = String(options.userText || rawText || `我上传了 ${fileNames.length} 份附件，请小财管家先归集任务。`).trim()
+    submitting.value = true
+
+    if (!options.skipUserMessage) {
+      messages.value.push(createMessage('user', userText, fileNames))
+    }
+    const pendingPlan = normalizeStewardPlan({
+      plan_status: 'streaming',
+      summary: '',
+      thinking_events: []
+    })
+    const pendingMessage = createMessage('assistant', '', [], {
+      assistantName: '小财管家',
+      meta: ['小财管家', '流式分析中'],
+      stewardPlan: {
+        ...pendingPlan,
+        streamStatus: 'streaming'
+      }
+    })
+    messages.value.push(pendingMessage)
+    composerDraft.value = ''
+    nextTick(() => {
+      adjustComposerTextareaHeight()
+      scrollToBottom()
+    })
+
+    try {
+      const requestPayload = buildStewardPlanRequest({
+        rawText,
+        files,
+        currentUser: currentUser.value || {}
+      })
+      const plan = await fetchPlanWithStreaming(pendingMessage.id, requestPayload)
+      const normalizedPlan = normalizeStewardPlan(plan, {
+        visibleThinkingEventCount: Number.MAX_SAFE_INTEGER
+      })
+      replaceMessage(pendingMessage.id, createMessage('assistant', buildStewardPlanMessageText(plan), [], {
+        assistantName: '小财管家',
+        meta: ['小财管家', '等待确认'],
+        stewardPlan: {
+          ...normalizedPlan,
+          streamStatus: 'completed'
+        },
+        suggestedActions: buildStewardSuggestedActions(plan)
+      }))
+      persistSessionState()
+      nextTick(scrollToBottom)
+    } catch (error) {
+      replaceMessage(pendingMessage.id, createMessage('assistant', error?.message || '小财管家规划失败，请稍后重试。', [], {
+        assistantName: '小财管家',
+        meta: ['小财管家', '规划失败']
+      }))
+      toast(error?.message || '小财管家规划失败，请稍后重试。')
+      persistSessionState()
+    } finally {
+      submitting.value = false
+      if (fileInputRef.value) {
+        fileInputRef.value.value = ''
+      }
+      nextTick(() => {
+        adjustComposerTextareaHeight()
+        scrollToBottom()
+      })
+    }
+    return true
+  }
+
+  function fetchPlanWithStreaming(messageId, requestPayload) {
+    if (typeof fetchStewardPlanStream === 'function') {
+      return fetchStewardPlanStream(requestPayload, {
+        onEvent: (event) => handleStreamEvent(messageId, event)
+      }, {
+        timeoutMs: 20000,
+        timeoutMessage: '小财管家任务规划超时，请稍后重试。'
+      })
+    }
+
+    return fetchStewardPlan(requestPayload, {
+      timeoutMs: 16000,
+      timeoutMessage: '小财管家任务规划超时，请稍后重试。'
+    })
+  }
+
+  function handleStreamEvent(messageId, event) {
+    if (event.event !== 'thinking') {
+      return
+    }
+    const message = messages.value.find((item) => item.id === messageId)
+    if (!message?.stewardPlan) return
+    const existingEvents = Array.isArray(message.stewardPlan.thinkingEvents)
+      ? message.stewardPlan.thinkingEvents
+      : []
+    const normalizedPlan = normalizeStewardPlan({
+      ...message.stewardPlan,
+      thinking_events: [...existingEvents, event.data]
+    }, {
+      visibleThinkingEventCount: existingEvents.length + 1
+    })
+    message.stewardPlan = {
+      ...message.stewardPlan,
+      ...normalizedPlan,
+      streamStatus: 'streaming'
+    }
+    persistSessionState()
+    nextTick(scrollToBottom)
+  }
+
+  return {
+    isStewardSession,
+    submitStewardPlan,
+    clearStewardThinkingTimers
+  }
+}
--- a/web/src/views/scripts/useTravelReimbursementSessionState.js
+++ b/web/src/views/scripts/useTravelReimbursementSessionState.js
@@ -16,6 +16,7 @@ import {
  SESSION_TYPE_APPLICATION,
  SESSION_TYPE_BUDGET,
  SESSION_TYPE_EXPENSE,
+  SESSION_TYPE_STEWARD,
  buildInitialInsightFromConversation,
  buildWelcomeInsight,
  buildWelcomeQuickActions,
@@ -35,6 +36,15 @@ import {
  normalizeGuidedFlowState
 } from './travelReimbursementGuidedFlowModel.js'

+const STEWARD_IDLE_INSIGHT = {
+  intent: 'idle',
+  metricLabel: '',
+  metricValue: '',
+  title: '',
+  summary: '',
+  agent: null
+}
+
 export function useTravelReimbursementSessionState({
  props,
  currentUser,
@@ -79,6 +89,9 @@ export function useTravelReimbursementSessionState({
    if (!Array.isArray(messages) || !messages.length) {
      return []
    }
+    if (isStewardSessionType(sessionType)) {
+      return messages.filter((message) => !message?.isWelcome)
+    }
    const currentActions = buildWelcomeQuickActions(
      sessionType,
      currentUser.value,
@@ -92,6 +105,27 @@ export function useTravelReimbursementSessionState({
    ))
  }

+  function isStewardSessionType(sessionType) {
+    return normalizeAssistantSessionType(sessionType) === SESSION_TYPE_STEWARD
+  }
+
+  function buildSessionMessages(restoredMessages, sessionType) {
+    if (Array.isArray(restoredMessages) && restoredMessages.length) {
+      return restoredMessages
+    }
+    if (isStewardSessionType(sessionType)) {
+      return []
+    }
+    return [createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, sessionType, currentUser.value)]
+  }
+
+  function buildSessionInsight(sessionType) {
+    if (isStewardSessionType(sessionType)) {
+      return { ...STEWARD_IDLE_INSIGHT }
+    }
+    return buildWelcomeInsight(props.entrySource, linkedRequest.value, sessionType, currentUser.value)
+  }
+
  function buildConversationSessionState(conversation, fallbackSessionType = resolveDefaultSessionTypeFromEntry()) {
    const sessionType = resolveAccessibleSessionType(
      resolveInitialSessionType(conversation, fallbackSessionType),
@@ -103,13 +137,12 @@ export function useTravelReimbursementSessionState({

    return {
      sessionType,
-      messages: restoredMessages.length
-        ? restoredMessages
-        : [createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, sessionType, currentUser.value)],
+      messages: buildSessionMessages(restoredMessages, sessionType),
      conversationId: resolveInitialConversationId(conversation),
      draftClaimId: resolveInitialDraftClaimId(conversation),
-      currentInsight:
-        initialInsight || buildWelcomeInsight(props.entrySource, linkedRequest.value, sessionType, currentUser.value),
+      currentInsight: isStewardSessionType(sessionType)
+        ? buildSessionInsight(sessionType)
+        : initialInsight || buildSessionInsight(sessionType),
      reviewFilePreviews: restoredReviewFilePreviews,
      composerDraft: '',
      attachedFiles: [],
@@ -127,17 +160,10 @@ export function useTravelReimbursementSessionState({
    )
    return {
      sessionType: normalizedSessionType,
-      messages: [
-        createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, normalizedSessionType, currentUser.value)
-      ],
+      messages: buildSessionMessages([], normalizedSessionType),
      conversationId: '',
      draftClaimId: '',
-      currentInsight: buildWelcomeInsight(
-        props.entrySource,
-        linkedRequest.value,
-        normalizedSessionType,
-        currentUser.value
-      ),
+      currentInsight: buildSessionInsight(normalizedSessionType),
      reviewFilePreviews: [],
      composerDraft: '',
      attachedFiles: [],
@@ -169,14 +195,12 @@ export function useTravelReimbursementSessionState({

    return {
      sessionType,
-      messages: restoredMessages.length
-        ? restoredMessages
-        : [createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, sessionType, currentUser.value)],
+      messages: buildSessionMessages(restoredMessages, sessionType),
      conversationId: String(state.conversationId || '').trim(),
      draftClaimId: String(state.draftClaimId || '').trim(),
-      currentInsight:
-        state.currentInsight
-        || buildWelcomeInsight(props.entrySource, linkedRequest.value, sessionType, currentUser.value),
+      currentInsight: isStewardSessionType(sessionType)
+        ? buildSessionInsight(sessionType)
+        : state.currentInsight || buildSessionInsight(sessionType),
      reviewFilePreviews: filterPersistableFilePreviews(state.reviewFilePreviews),
      composerDraft: String(state.composerDraft || ''),
      attachedFiles: [],
@@ -301,26 +325,15 @@ export function useTravelReimbursementSessionState({
      nextState.sessionType,
      resolveDefaultSessionTypeFromEntry()
    )
-    messages.value = Array.isArray(nextState.messages) && nextState.messages.length
-      ? nextState.messages
-      : [
-          createWelcomeAssistantMessage(
-            props.entrySource,
-            linkedRequest.value,
-            activeSessionType.value,
-            currentUser.value
-          )
-        ]
+    messages.value = buildSessionMessages(
+      refreshWelcomeQuickActions(nextState.messages, activeSessionType.value),
+      activeSessionType.value
+    )
    conversationId.value = String(nextState.conversationId || '').trim()
    draftClaimId.value = String(nextState.draftClaimId || '').trim()
-    currentInsight.value =
-      nextState.currentInsight
-      || buildWelcomeInsight(
-        props.entrySource,
-        linkedRequest.value,
-        activeSessionType.value,
-        currentUser.value
-      )
+    currentInsight.value = isStewardSessionType(activeSessionType.value)
+      ? buildSessionInsight(activeSessionType.value)
+      : nextState.currentInsight || buildSessionInsight(activeSessionType.value)
    reviewFilePreviews.value = Array.isArray(nextState.reviewFilePreviews) ? nextState.reviewFilePreviews : []
    composerDraft.value = String(nextState.composerDraft || '')
    if (runtimeRefs.attachedFiles) {