feat: 添加风险规则及 agent assets 功能增强

2026-05-19 16:19:03 +00:00
parent d460ee0fe7
commit 54ffef66d3
52 changed files with 26036 additions and 25171 deletions
--- a/server/rules/finance-rules/公司差旅费报销规则.xlsx
+++ b/server/rules/finance-rules/公司差旅费报销规则.xlsx
--- a/server/rules/risk-rules/risk.expense.consecutive_transport_receipts.json
+++ b/server/rules/risk-rules/risk.expense.consecutive_transport_receipts.json
@@ -0,0 +1,32 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.expense.consecutive_transport_receipts",
+  "name": "连号交通票据",
+  "enabled": true,
+  "risk_dimension": "consecutive_receipts",
+  "ontology_signal": "consecutive_transport_receipts",
+  "evaluator": "consecutive_transport_receipts",
+  "applies_to": {
+    "expense_types": ["transport", "travel"],
+    "min_attachments": 2
+  },
+  "inputs": {
+    "invoice_no": "attachment.invoice_no"
+  },
+  "params": {
+    "min_consecutive_count": 3
+  },
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "medium",
+      "action": "manual_review"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 三、车辆交通 / 连号票集中报销",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.expense.entertainment_missing_detail.json
+++ b/server/rules/risk-rules/risk.expense.entertainment_missing_detail.json
@@ -0,0 +1,29 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.expense.entertainment_missing_detail",
+  "name": "招待费事由不完整",
+  "enabled": true,
+  "risk_dimension": "entertainment_detail",
+  "ontology_signal": "entertainment_missing_detail",
+  "evaluator": "entertainment_reason_missing",
+  "applies_to": {
+    "domains": ["meal"]
+  },
+  "inputs": {
+    "reason": "claim.reason_corpus"
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "medium",
+      "action": "warn"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 三、餐费招待 / 业务招待无事由对象",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.expense.meal_localized_as_travel.json
+++ b/server/rules/risk-rules/risk.expense.meal_localized_as_travel.json
@@ -0,0 +1,30 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.expense.meal_localized_as_travel",
+  "name": "同城餐饮混入差旅",
+  "enabled": true,
+  "risk_dimension": "meal_travel_mix",
+  "ontology_signal": "meal_as_travel",
+  "evaluator": "meal_as_travel_same_city",
+  "applies_to": {
+    "domains": ["travel"]
+  },
+  "inputs": {
+    "declared": "claim.location",
+    "meal_city": "attachment.cities"
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "medium",
+      "action": "warn"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 三、餐费招待 / 同城餐饮归集异地差旅",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.expense.reason_too_brief.json
+++ b/server/rules/risk-rules/risk.expense.reason_too_brief.json
@@ -0,0 +1,29 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.expense.reason_too_brief",
+  "name": "报销事由过短",
+  "enabled": true,
+  "risk_dimension": "reason_quality",
+  "ontology_signal": "reason_too_brief",
+  "evaluator": "reason_too_brief",
+  "applies_to": {},
+  "inputs": {
+    "reason": "claim.reason_corpus"
+  },
+  "params": {
+    "min_reason_length": 6
+  },
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "medium",
+      "action": "warn"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 通用 / 事由不足以支撑真实性判断",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.invoice.claimant_buyer_name_match.json
+++ b/server/rules/risk-rules/risk.invoice.claimant_buyer_name_match.json
@@ -0,0 +1,32 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.invoice.claimant_buyer_name_match",
+  "name": "报销人与发票抬头一致",
+  "enabled": true,
+  "risk_dimension": "identity_consistency",
+  "ontology_signal": "buyer_name_mismatch",
+  "evaluator": "identity_consistency",
+  "applies_to": {
+    "min_attachments": 1
+  },
+  "inputs": {
+    "claimant": "claim.employee_name",
+    "buyer": "attachment.buyer_name"
+  },
+  "params": {
+    "allow_keywords": ["代报", "集团", "公司", "有限公司"]
+  },
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "high",
+      "action": "manual_review"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 二、发票类 / 抬头错误",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.invoice.cross_year_invoice.json
+++ b/server/rules/risk-rules/risk.invoice.cross_year_invoice.json
@@ -0,0 +1,30 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.invoice.cross_year_invoice",
+  "name": "跨年发票入账",
+  "enabled": true,
+  "risk_dimension": "cross_year_invoice",
+  "ontology_signal": "cross_year_invoice",
+  "evaluator": "cross_year_invoice",
+  "applies_to": {
+    "min_attachments": 1
+  },
+  "inputs": {
+    "invoice_date": "attachment.invoice_date",
+    "claim_date": ["claim.occurred_at", "item.item_date"]
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "medium",
+      "action": "warn"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 二、发票类 / 跨年发票",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.invoice.document_expense_mismatch.json
+++ b/server/rules/risk-rules/risk.invoice.document_expense_mismatch.json
@@ -0,0 +1,30 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.invoice.document_expense_mismatch",
+  "name": "开票内容与报销场景不符",
+  "enabled": true,
+  "risk_dimension": "document_expense_mismatch",
+  "ontology_signal": "document_expense_mismatch",
+  "evaluator": "document_expense_mismatch",
+  "applies_to": {
+    "min_attachments": 1
+  },
+  "inputs": {
+    "document_type": "attachment.document_type",
+    "expense_type": ["claim.expense_type", "item.item_type"]
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "medium",
+      "action": "warn"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 二、发票类 / 开票内容与业务不符",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.invoice.duplicate_invoice.json
+++ b/server/rules/risk-rules/risk.invoice.duplicate_invoice.json
@@ -0,0 +1,29 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.invoice.duplicate_invoice",
+  "name": "发票重复报销",
+  "enabled": true,
+  "risk_dimension": "duplicate_invoice",
+  "ontology_signal": "duplicate_invoice",
+  "evaluator": "duplicate_invoice",
+  "applies_to": {
+    "min_attachments": 1
+  },
+  "inputs": {
+    "invoice_no": "attachment.invoice_no"
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "high",
+      "action": "block"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 二、发票类 / 重复报销",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.invoice.vague_goods_description.json
+++ b/server/rules/risk-rules/risk.invoice.vague_goods_description.json
@@ -0,0 +1,30 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.invoice.vague_goods_description",
+  "name": "发票品名过于笼统",
+  "enabled": true,
+  "risk_dimension": "vague_goods_description",
+  "ontology_signal": "vague_goods_description",
+  "evaluator": "vague_goods_description",
+  "applies_to": {
+    "expense_types": ["office", "other"],
+    "min_attachments": 1
+  },
+  "inputs": {
+    "ocr": "attachment.ocr_text"
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "medium",
+      "action": "warn"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 二、发票类 / 品名笼统",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.invoice.void_or_red_invoice.json
+++ b/server/rules/risk-rules/risk.invoice.void_or_red_invoice.json
@@ -0,0 +1,30 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.invoice.void_or_red_invoice",
+  "name": "作废或红冲发票",
+  "enabled": true,
+  "risk_dimension": "void_or_red_invoice",
+  "ontology_signal": "void_or_red_invoice",
+  "evaluator": "invoice_void_or_red",
+  "applies_to": {
+    "min_attachments": 1
+  },
+  "inputs": {
+    "status": "attachment.invoice_status",
+    "ocr": "attachment.ocr_text"
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "high",
+      "action": "block"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 二、发票类 / 作废红冲发票",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.travel.base_location_overlap.json
+++ b/server/rules/risk-rules/risk.travel.base_location_overlap.json
@@ -0,0 +1,30 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.travel.base_location_overlap",
+  "name": "常驻地重合出差风险",
+  "enabled": true,
+  "risk_dimension": "base_location_overlap",
+  "ontology_signal": "base_location_overlap",
+  "evaluator": "base_location_overlap",
+  "applies_to": {
+    "domains": ["travel"]
+  },
+  "inputs": {
+    "employee_base": "employee.location",
+    "declared": "claim.location"
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "high",
+      "action": "manual_review"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 一、出差类 / 两头在外",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.travel.destination_receipt_location.json
+++ b/server/rules/risk-rules/risk.travel.destination_receipt_location.json
@@ -0,0 +1,29 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.travel.destination_receipt_location",
+  "name": "申报地点与票据地点一致",
+  "risk_dimension": "location_consistency",
+  "ontology_signal": "location_mismatch",
+  "evaluator": "location_consistency",
+  "inputs": {
+    "declared": "claim.location",
+    "evidence": ["attachment.cities", "item.item_location"]
+  },
+  "params": {
+    "match_mode": "city_fuzzy",
+    "missing_evidence": "warn"
+  },
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "high",
+      "action": "manual_review",
+      "message_template": "申报地点 {declared} 与票据识别地点 {evidence} 不一致"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "updated_at": "2026-05-18"
+  }
+}
--- a/server/rules/risk-rules/risk.travel.hotel_without_itinerary.json
+++ b/server/rules/risk-rules/risk.travel.hotel_without_itinerary.json
@@ -0,0 +1,32 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.travel.hotel_without_itinerary",
+  "name": "住宿城市与行程不一致",
+  "enabled": true,
+  "risk_dimension": "hotel_itinerary",
+  "ontology_signal": "hotel_itinerary_mismatch",
+  "evaluator": "hotel_without_itinerary",
+  "applies_to": {
+    "domains": ["travel"],
+    "expense_types": ["hotel", "travel"]
+  },
+  "inputs": {
+    "declared": "claim.location",
+    "hotel": "attachment.hotel_city",
+    "itinerary": "attachment.route_cities"
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "high",
+      "action": "manual_review"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 三、住宿费 / 夜间异地住宿、酒店连续多天",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.travel.intracity_travel_claim.json
+++ b/server/rules/risk-rules/risk.travel.intracity_travel_claim.json
@@ -0,0 +1,30 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.travel.intracity_travel_claim",
+  "name": "同城虚报差旅补贴",
+  "enabled": true,
+  "risk_dimension": "intracity_travel",
+  "ontology_signal": "intracity_travel",
+  "evaluator": "intracity_travel_claim",
+  "applies_to": {
+    "domains": ["travel"]
+  },
+  "inputs": {
+    "declared": "claim.location",
+    "evidence": ["attachment.route", "attachment.cities"]
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "high",
+      "action": "manual_review"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 一、出差类 / 同城虚报差旅",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/rules/risk-rules/risk.travel.multi_city_reason_required.json
+++ b/server/rules/risk-rules/risk.travel.multi_city_reason_required.json
@@ -0,0 +1,30 @@
+{
+  "schema_version": "1.0",
+  "rule_code": "risk.travel.multi_city_reason_required",
+  "name": "多城市行程需说明",
+  "enabled": true,
+  "risk_dimension": "multi_city_itinerary",
+  "ontology_signal": "multi_city_itinerary",
+  "evaluator": "multi_city_reason_required",
+  "applies_to": {
+    "domains": ["travel"]
+  },
+  "inputs": {
+    "reason": "claim.reason_corpus",
+    "cities": ["attachment.cities", "item.item_location"]
+  },
+  "params": {},
+  "outcomes": {
+    "pass": { "severity": "none", "action": "continue" },
+    "fail": {
+      "severity": "medium",
+      "action": "warn"
+    }
+  },
+  "metadata": {
+    "owner": "风控与审计部",
+    "stability": "platform_builtin",
+    "source_ref": "常用risk.txt / 一、出差类 / 绕道出行、行程不符",
+    "updated_at": "2026-05-19"
+  }
+}
--- a/server/scripts/sync_platform_risk_rules.py
+++ b/server/scripts/sync_platform_risk_rules.py
@@ -0,0 +1,28 @@
+#!/usr/bin/env python3
+"""Sync platform risk rule assets from server/rules/risk-rules/*.json."""
+
+from __future__ import annotations
+
+import sys
+from pathlib import Path
+
+SERVER_SRC = Path(__file__).resolve().parents[1] / "src"
+if str(SERVER_SRC) not in sys.path:
+    sys.path.insert(0, str(SERVER_SRC))
+
+from app.db.session import get_session_factory  # noqa: E402
+from app.services.agent_foundation import AgentFoundationService  # noqa: E402
+
+
+def main() -> None:
+    db = get_session_factory()()
+    try:
+        count = AgentFoundationService(db).sync_platform_risk_rules_from_library()
+        db.commit()
+        print(f"Synced {count} risk rule manifest(s) from library.")
+    finally:
+        db.close()
+
+
+if __name__ == "__main__":
+    main()
--- a/server/scripts/test_rule_json_api.py
+++ b/server/scripts/test_rule_json_api.py
@@ -0,0 +1,13 @@
+#!/usr/bin/env python3
+import json
+import urllib.request
+
+base = "http://127.0.0.1:8000/api/v1"
+items = json.loads(urllib.request.urlopen(f"{base}/agent-assets?asset_type=rule").read())
+risk = next((i for i in items if str(i.get("code", "")).startswith("risk.")), None)
+print("risk asset:", risk.get("code") if risk else None)
+if not risk:
+    raise SystemExit(1)
+resp = urllib.request.urlopen(f"{base}/agent-assets/{risk['id']}/rule-json")
+payload = json.loads(resp.read())
+print("rule-json ok:", payload.get("file_name"), payload.get("evaluator"))
--- a/server/src/app/api/v1/endpoints/agent_assets.py
+++ b/server/src/app/api/v1/endpoints/agent_assets.py
@@ -27,7 +27,6 @@ from app.schemas.agent_asset import (
    AgentAssetRuleJsonWrite,
    AgentAssetSpreadsheetChangeRecordRead,
    AgentAssetUpdate,
-    AgentAssetVersionCompareRead,
    AgentAssetVersionCreate,
    AgentAssetVersionRead,
    AgentAssetVersionTimelineItemRead,
@@ -167,7 +166,7 @@ def get_agent_asset_spreadsheet_onlyoffice_config(
    db: DbSession,
    version: Annotated[
        str | None,
-        Query(description="可选的规则版本号；不传时默认当前版本。"),
+        Query(description="兼容旧前端的可选参数；表格规则始终打开当前规则表。"),
    ] = None,
 ) -> AgentAssetOnlyOfficeConfigRead:
    try:
@@ -184,7 +183,7 @@ def get_agent_asset_spreadsheet_onlyoffice_config(
    "/{asset_id}/spreadsheet/content",
    response_class=FileResponse,
    summary="下载或预览规则 Excel 文件",
-    description="按版本返回规则的 Excel 快照，用于浏览器预览或下载。",
+    description="返回当前规则 Excel 文件，用于浏览器预览或下载。",
 )
 def get_agent_asset_spreadsheet_content(
    asset_id: str,
@@ -192,7 +191,7 @@ def get_agent_asset_spreadsheet_content(
    db: DbSession,
    version: Annotated[
        str | None,
-        Query(description="可选的规则版本号；不传时默认当前版本。"),
+        Query(description="兼容旧前端的可选参数；不传时返回当前规则表。"),
    ] = None,
 ) -> FileResponse:
    try:
@@ -215,18 +214,18 @@ def get_agent_asset_spreadsheet_content(
 def get_agent_asset_spreadsheet_onlyoffice_content(
    asset_id: str,
    db: DbSession,
-    version: Annotated[
-        str,
-        Query(min_length=1, description="规则版本号。"),
-    ],
    access_token: Annotated[
        str,
        Query(min_length=1, description="ONLYOFFICE 临时访问令牌。"),
    ],
+    version: Annotated[
+        str | None,
+        Query(description="兼容旧 ONLYOFFICE URL；当前表格模式不再使用。"),
+    ] = None,
 ) -> FileResponse:
    try:
        service = AgentAssetService(db)
-        service.validate_rule_spreadsheet_access_token(asset_id, version, access_token)
+        service.validate_rule_spreadsheet_access_token(asset_id, access_token)
        file_path, media_type, filename = service.get_rule_spreadsheet_content(
            asset_id,
            version=version,
@@ -246,7 +245,7 @@ def get_agent_asset_spreadsheet_onlyoffice_content(
    response_model=AgentAssetRead,
    status_code=status.HTTP_201_CREATED,
    summary="上传规则 Excel 文件",
-    description="为指定规则上传新的 Excel 快照，并自动生成新规则版本。",
+    description="为指定规则上传新的 Excel 文件，并记录本次表格修改。",
 )
 def upload_agent_asset_spreadsheet(
    asset_id: str,
@@ -311,16 +310,16 @@ def import_agent_asset_spreadsheet_content(
    "/{asset_id}/spreadsheet/onlyoffice/callback",
    response_model=AgentAssetOnlyOfficeCallbackRead,
    summary="接收规则 Excel 的 ONLYOFFICE 回调",
-    description="接收 ONLYOFFICE 回写内容，并自动生成新的规则版本。",
+    description="接收 ONLYOFFICE 回写内容，并记录本次表格修改。",
 )
 def handle_agent_asset_spreadsheet_onlyoffice_callback(
    asset_id: str,
    payload: AgentAssetOnlyOfficeCallbackWrite,
    db: DbSession,
    version: Annotated[
-        str,
-        Query(min_length=1, description="打开编辑器时对应的规则版本号。"),
-    ],
+        str | None,
+        Query(description="兼容旧 ONLYOFFICE 回调；当前表格模式不再使用。"),
+    ] = None,
    actor_name: Annotated[
        str | None,
        Query(description="发起编辑的用户显示名。"),
@@ -601,25 +600,3 @@ def get_agent_asset_version_timeline(
    except Exception as exc:
        _handle_asset_error(exc)

-
-@router.get(
-    "/{asset_id}/versions/compare",
-    response_model=AgentAssetVersionCompareRead,
-    summary="比较两个规则表版本",
-    description="对比两个 Excel 规则表版本的工作表变化与单元格级差异。",
-)
-def compare_agent_asset_spreadsheet_versions(
-    asset_id: str,
-    _: CurrentUser,
-    db: DbSession,
-    base_version: Annotated[str, Query(min_length=1, description="基准版本号")],
-    target_version: Annotated[str, Query(min_length=1, description="对比版本号")],
-) -> AgentAssetVersionCompareRead:
-    try:
-        return AgentAssetService(db).compare_spreadsheet_versions(
-            asset_id,
-            base_version=base_version,
-            target_version=target_version,
-        )
-    except Exception as exc:
-        _handle_asset_error(exc)
--- a/server/src/app/schemas/agent_asset.py
+++ b/server/src/app/schemas/agent_asset.py
@@ -133,22 +133,10 @@ class AgentAssetSpreadsheetDiffSheetRead(BaseModel):
    change_type: str


-class AgentAssetVersionCompareRead(BaseModel):
-    base_version: str
-    target_version: str
-    added_sheet_count: int = 0
-    removed_sheet_count: int = 0
-    changed_sheet_count: int = 0
-    changed_cell_count: int = 0
-    sheet_changes: list[AgentAssetSpreadsheetDiffSheetRead] = Field(default_factory=list)
-    cell_changes: list[AgentAssetSpreadsheetDiffCellRead] = Field(default_factory=list)
-
-
 class AgentAssetSpreadsheetChangeRecordRead(BaseModel):
    id: str
    actor: str
    changed_at: datetime
-    version: str | None = None
    summary: str
    sheet_changes: list[AgentAssetSpreadsheetDiffSheetRead] = Field(default_factory=list)
    cell_changes: list[AgentAssetSpreadsheetDiffCellRead] = Field(default_factory=list)
--- a/server/src/app/services/agent_assets.py
+++ b/server/src/app/services/agent_assets.py
@@ -36,7 +36,6 @@ from app.schemas.agent_asset import (
    AgentAssetSpreadsheetDiffCellRead,
    AgentAssetSpreadsheetDiffSheetRead,
    AgentAssetUpdate,
-    AgentAssetVersionCompareRead,
    AgentAssetVersionCreate,
    AgentAssetVersionRead,
    AgentAssetVersionTimelineItemRead,
@@ -511,18 +510,16 @@ class AgentAssetService:
            return self._build_onlyoffice_spreadsheet_config(
                asset_id=asset_id,
                current_user=current_user,
-                resolved_version=resolved_version,
                metadata=metadata,
                editable=resolved_version == PREVIEW_RULE_CURRENT_VERSION,
            )

        asset = self._require_spreadsheet_rule(asset_id)
-        resolved_version, metadata = self._resolve_current_spreadsheet_meta(asset)
+        _, metadata = self._resolve_current_spreadsheet_meta(asset)
        editable = self._can_edit_current_spreadsheet(current_user)
        return self._build_onlyoffice_spreadsheet_config(
            asset_id=asset.id,
            current_user=current_user,
-            resolved_version=resolved_version,
            metadata=metadata,
            editable=editable,
        )
@@ -555,7 +552,6 @@ class AgentAssetService:
    def validate_rule_spreadsheet_access_token(
        self,
        asset_id: str,
-        version: str,
        access_token: str,
    ) -> None:
        onlyoffice_settings = resolve_onlyoffice_settings()
@@ -571,7 +567,6 @@ class AgentAssetService:
        if (
            payload.get("scope") != "agent-asset-spreadsheet"
            or payload.get("asset_id") != asset_id
-            or payload.get("version") != version
        ):
            raise ValueError("ONLYOFFICE 文件访问令牌无效。")

@@ -604,7 +599,6 @@ class AgentAssetService:
        )
        changed_sheet_count = self._count_changed_sheets(sheet_changes, cell_changes)
        changed_cell_count = len(cell_changes)
-        next_version = self._next_available_version(asset)

        metadata = self._store_current_rule_spreadsheet(
            asset,
@@ -613,45 +607,10 @@ class AgentAssetService:
            actor=actor,
            source=source,
        )
-        snapshot_metadata = self.spreadsheet_manager.store_rule_library_spreadsheet_snapshot(
-            library=self._resolve_spreadsheet_rule_library(asset),
-            asset_id=asset.id,
-            version=next_version,
-            file_name=file_name,
-            content=content,
-            actor_name=actor,
-            source=source,
-        )
-        operation_label = (
-            change_note
-            or (
-                "ONLYOFFICE 在线编辑"
-                if source == "onlyoffice"
-                else f"上传并覆盖当前规则表：{normalized_name}"
-            )
-        )
        summary = self._build_spreadsheet_change_summary(
-            operation_label,
            sheet_changes,
            cell_changes,
        )
-        version_content = self.spreadsheet_manager.build_version_markdown(
-            rule_name=asset.name,
-            version=next_version,
-            metadata=snapshot_metadata,
-        )
-        self.create_version(
-            asset.id,
-            AgentAssetVersionCreate(
-                version=next_version,
-                content=version_content,
-                content_type=AgentAssetContentType.MARKDOWN,
-                change_note=summary,
-                created_by=actor,
-            ),
-            actor=actor,
-            request_id=request_id,
-        )
        self.audit_service.log_action(
            actor=actor,
            action="edit_rule_spreadsheet",
@@ -660,13 +619,11 @@ class AgentAssetService:
            before_json={"storage_key": current_metadata.storage_key},
            after_json={
                "summary": summary,
-                "version": next_version,
                "changed_sheet_count": changed_sheet_count,
                "changed_cell_count": changed_cell_count,
                "sheet_changes": [item.model_dump() for item in sheet_changes],
                "cell_changes": [item.model_dump() for item in cell_changes[:500]],
                "storage_key": metadata.storage_key,
-                "snapshot_storage_key": snapshot_metadata.storage_key,
            },
            request_id=request_id,
        )
@@ -705,7 +662,7 @@ class AgentAssetService:
        self,
        asset_id: str,
        *,
-        version: str,
+        version: str | None = None,
        payload: dict[str, Any],
        actor_name: str | None = None,
    ) -> None:
@@ -721,8 +678,6 @@ class AgentAssetService:
        callback = self._parse_onlyoffice_callback(payload)
        if callback.status not in {2, 6} or not callback.download_url:
            return
-        if str(version or "").strip() not in {"", "current", self._resolve_working_version(asset)}:
-            return

        _, current_metadata = self._resolve_current_spreadsheet_meta(asset)
        request = Request(
@@ -924,44 +879,6 @@ class AgentAssetService:

        return sorted(events, key=lambda item: item.event_time)

-    def compare_spreadsheet_versions(
-        self,
-        asset_id: str,
-        *,
-        base_version: str,
-        target_version: str,
-    ) -> AgentAssetVersionCompareRead:
-        self._ensure_ready()
-        asset = self._require_spreadsheet_rule(asset_id)
-        resolved_base, base_meta = self._resolve_spreadsheet_version_meta(
-            asset,
-            version=base_version,
-        )
-        resolved_target, target_meta = self._resolve_spreadsheet_version_meta(
-            asset,
-            version=target_version,
-        )
-
-        base_workbook = self._load_spreadsheet_for_compare(base_meta)
-        target_workbook = self._load_spreadsheet_for_compare(target_meta)
-        sheet_changes, cell_changes = self._collect_workbook_changes(
-            base_workbook,
-            target_workbook,
-        )
-        added_sheet_count = sum(1 for item in sheet_changes if item.change_type == "added")
-        removed_sheet_count = sum(1 for item in sheet_changes if item.change_type == "removed")
-
-        return AgentAssetVersionCompareRead(
-            base_version=resolved_base,
-            target_version=resolved_target,
-            added_sheet_count=added_sheet_count,
-            removed_sheet_count=removed_sheet_count,
-            changed_sheet_count=self._count_changed_sheets(sheet_changes, cell_changes),
-            changed_cell_count=len(cell_changes),
-            sheet_changes=sheet_changes,
-            cell_changes=cell_changes[:500],
-        )
-
    def list_spreadsheet_change_records(
        self,
        asset_id: str,
@@ -981,8 +898,7 @@ class AgentAssetService:
                id=log.id,
                actor=log.actor,
                changed_at=log.created_at,
-                version=str((log.after_json or {}).get("version") or "").strip() or None,
-                summary=str((log.after_json or {}).get("summary") or "ONLYOFFICE 在线编辑保存。"),
+                summary=str((log.after_json or {}).get("summary") or "表格内容已保存。"),
                sheet_changes=[
                    AgentAssetSpreadsheetDiffSheetRead.model_validate(item)
                    for item in ((log.after_json or {}).get("sheet_changes") or [])
@@ -1292,7 +1208,6 @@ class AgentAssetService:
        *,
        asset_id: str,
        current_user: CurrentUserContext,
-        resolved_version: str,
        metadata: RuleSpreadsheetMeta,
        editable: bool,
    ) -> AgentAssetOnlyOfficeConfigRead:
@@ -1307,21 +1222,21 @@ class AgentAssetService:

        backend_base_url = onlyoffice_settings.backend_url.rstrip("/")
        public_url = onlyoffice_settings.public_url.rstrip("/")
-        access_token = self._build_onlyoffice_access_token(asset_id, resolved_version)
+        access_token = self._build_onlyoffice_access_token(asset_id)
        document_url = (
            f"{backend_base_url}{settings.api_v1_prefix}/agent-assets/{asset_id}/spreadsheet/onlyoffice/content"
-            f"?version={resolved_version}&access_token={access_token}"
+            f"?access_token={access_token}"
        )
        callback_url = (
            f"{backend_base_url}{settings.api_v1_prefix}/agent-assets/{asset_id}/spreadsheet/onlyoffice/callback"
-            f"?version={resolved_version}&actor_name={quote(current_user.name)}"
+            f"?actor_name={quote(current_user.name)}"
        )

        config: dict[str, Any] = {
            "documentType": "cell",
            "document": {
                "fileType": Path(metadata.file_name).suffix.lstrip(".").lower() or "xlsx",
-                "key": self._build_onlyoffice_document_key(asset_id, resolved_version, metadata),
+                "key": self._build_onlyoffice_document_key(asset_id, metadata),
                "title": metadata.file_name,
                "url": document_url,
                "permissions": {
@@ -1462,19 +1377,6 @@ class AgentAssetService:
        major, minor, patch = [int(item) for item in parts]
        return f"v{major}.{minor}.{patch + 1}"

-    @staticmethod
-    def _can_edit_spreadsheet_version(
-        asset: AgentAsset,
-        current_user: CurrentUserContext,
-        version: str,
-    ) -> bool:
-        role_codes = {str(item).strip() for item in current_user.role_codes}
-        can_edit = current_user.is_admin or "manager" in role_codes or "finance" in role_codes
-        return (
-            can_edit
-            and AgentAssetService._resolve_working_version(asset) == str(version or "").strip()
-        )
-
    @staticmethod
    def _can_edit_current_spreadsheet(current_user: CurrentUserContext) -> bool:
        role_codes = {str(item).strip() for item in current_user.role_codes}
@@ -1483,23 +1385,21 @@ class AgentAssetService:
    @staticmethod
    def _build_onlyoffice_document_key(
        asset_id: str,
-        version: str,
        metadata: RuleSpreadsheetMeta,
    ) -> str:
        fingerprint = metadata.checksum or metadata.updated_at or metadata.file_name
-        raw_key = f"{asset_id}-{version}-{fingerprint}"
+        raw_key = f"{asset_id}-{fingerprint}"
        return "".join(
            character if character.isalnum() or character in {"-", "_", ".", "="} else "_"
            for character in raw_key
        )

    @staticmethod
-    def _build_onlyoffice_access_token(asset_id: str, version: str) -> str:
+    def _build_onlyoffice_access_token(asset_id: str) -> str:
        onlyoffice_settings = resolve_onlyoffice_settings()
        payload = {
            "scope": "agent-asset-spreadsheet",
            "asset_id": asset_id,
-            "version": version,
        }
        return jwt.encode(payload, onlyoffice_settings.jwt_secret, algorithm="HS256")

@@ -1646,7 +1546,6 @@ class AgentAssetService:

    @staticmethod
    def _build_spreadsheet_change_summary(
-        operation_label: str,
        sheet_changes: list[AgentAssetSpreadsheetDiffSheetRead],
        cell_changes: list[AgentAssetSpreadsheetDiffCellRead],
    ) -> str:
@@ -1655,15 +1554,15 @@ class AgentAssetService:
            | {item.sheet_name for item in cell_changes}
        )
        if not sheet_names:
-            return f"{operation_label}：文件内容已保存，未发现单元格级差异。"
+            return "文件内容已保存，未发现单元格级差异。"

        preview = "、".join(sheet_names[:3])
        if len(sheet_names) > 3:
            preview = f"{preview} 等"
        sheet_text = f"涉及 {len(sheet_names)} 个工作表（{preview}）"
        if cell_changes:
-            return f"{operation_label}：{sheet_text}，共 {len(cell_changes)} 处单元格改动。"
-        return f"{operation_label}：{sheet_text}，工作表结构发生变化。"
+            return f"{sheet_text}，共 {len(cell_changes)} 处单元格改动。"
+        return f"{sheet_text}，工作表结构发生变化。"

    def _next_available_version(self, asset: AgentAsset) -> str:
        candidate = self._increment_version(self._resolve_working_version(asset))
--- a/server/src/app/services/user_agent.py
+++ b/server/src/app/services/user_agent.py
@@ -3189,7 +3189,24 @@ class UserAgentService:
                evidence="来源于用户修改后的结构化表单。",
            )

+        inferred_reason = self._infer_reason_from_claim_groups(
+            claim_groups=claim_groups,
+        )
        reason_value = self._resolve_reason_text(self._resolve_reason_source_text(payload))
+        if inferred_reason:
+            return self._build_slot_value(
+                value=inferred_reason,
+                raw_value=reason_value or inferred_reason,
+                normalized_value=inferred_reason,
+                source="ocr",
+                confidence=0.82,
+                evidence=(
+                    "系统已根据票据识别结果预置场景类型；原始描述仍保留为补充说明。"
+                    if reason_value
+                    else "系统已根据票据识别场景补全通用事由，若需更具体说明可继续修改。"
+                ),
+            )
+
        if reason_value:
            return self._build_slot_value(
                value=reason_value,
@@ -3199,19 +3216,6 @@ class UserAgentService:
                confidence=0.76,
                evidence="系统从用户原始描述中提取了本次费用事由，建议继续核对。",
            )
-
-        inferred_reason = self._infer_reason_from_claim_groups(
-            claim_groups=claim_groups,
-        )
-        if inferred_reason:
-            return self._build_slot_value(
-                value=inferred_reason,
-                raw_value=inferred_reason,
-                normalized_value=inferred_reason,
-                source="ocr",
-                confidence=0.68,
-                evidence="系统已根据票据识别场景补全通用事由，若需更具体说明可继续修改。",
-            )
        return self._build_slot_value()

    def _build_amount_slot(
--- a/server/storage/knowledge/.index.json
+++ b/server/storage/knowledge/.index.json
@@ -35,13 +35,13 @@
      "updated_at": "2026-05-17T13:00:09.485818+00:00",
      "uploaded_by": "admin",
      "version_number": 1,
-      "ingest_status": 1,
-      "ingest_status_updated_at": "2026-05-17T13:00:09.485818+00:00",
+      "ingest_status": 4,
+      "ingest_status_updated_at": "2026-05-19T16:00:57.418443+00:00",
      "ingest_completed_at": "",
      "ingest_document_name": "",
      "ingest_document_updated_at": "",
      "ingest_document_sha256": "",
-      "ingest_agent_run_id": ""
+      "ingest_agent_run_id": "run_57f2d8727aaa4374"
    }
  ]
 }
--- a/server/storage/knowledge/.lightrag/x_financial_knowledge/kv_store_doc_status.json
+++ b/server/storage/knowledge/.lightrag/x_financial_knowledge/kv_store_doc_status.json
@@ -24,5 +24,28 @@
      "processing_start_time": 1779011842,
      "processing_end_time": 1779012093
    }
+  },
+  "a8f8465df08e455ebe133351721d49f8": {
+    "status": "failed",
+    "error_msg": "Embedding func: Worker execution timeout after 60s",
+    "chunks_count": 6,
+    "chunks_list": [
+      "chunk-07de6ea74f60535b689f977295770273",
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8",
+      "chunk-1746bd83138e85e66a78e0cb9ad79272",
+      "chunk-ce44e4483e4119265b43eacb72e0326a",
+      "chunk-2187fa0609874bdda339c9850da45a26",
+      "chunk-2224d777c0b72d0b2dab622c79096c2c"
+    ],
+    "content_summary": "# 产品需求文档\n## 文档信息\n| 项目 | 内容 |\n|------|------|\n| 项目名称 |\n无单报销\n|\n| 版本 | V1.0 |\n| 日期 | 2026-05-06 |\n| 状态 | 正式版 |\n---\n## 1. 项目概述\n### 1.1 项目背景\n面向\n大型企业，\n从业务人员视角出发，解决现有ERP使用体验不佳的问题。\n在ERP的发展历程中，“单据化”曾是财务合规的一大进步，它确保了每笔支出都有据可查。但不可否认，传统的人工填单确实\n也制造了很多\n“枷锁”。在AI时代，解...",
+    "content_length": 9088,
+    "created_at": "2026-05-19T15:59:57.283110+00:00",
+    "updated_at": "2026-05-19T16:00:57.323299+00:00",
+    "file_path": "/app/server/storage/knowledge/报销制度/a8f8465df08e455ebe133351721d49f8__无单需求文档0506.docx",
+    "track_id": "insert_20260519_155957_88c49850",
+    "metadata": {
+      "processing_start_time": 1779206397,
+      "processing_end_time": 1779206457
+    }
  }
 }
--- a/server/storage/knowledge/.lightrag/x_financial_knowledge/kv_store_full_docs.json
+++ b/server/storage/knowledge/.lightrag/x_financial_knowledge/kv_store_full_docs.json
--- a/server/tests/test_agent_asset_onlyoffice_key.py
+++ b/server/tests/test_agent_asset_onlyoffice_key.py
@@ -15,9 +15,8 @@ def test_rule_spreadsheet_onlyoffice_key_uses_safe_characters() -> None:

    key = AgentAssetService._build_onlyoffice_document_key(
        "asset:id",
-        "v1.0.0",
        metadata,
    )

-    assert key == "asset_id-v1.0.0-abc123"
+    assert key == "asset_id-abc123"
    assert ":" not in key
--- a/server/tests/test_agent_asset_service.py
+++ b/server/tests/test_agent_asset_service.py
@@ -310,7 +310,7 @@ def test_restore_version_creates_new_working_copy_without_rewriting_published_ve
        assert restored.current_version_change_note == "基于历史版本 v1.0.0 恢复生成工作稿"


-def test_spreadsheet_version_compare_returns_sheet_and_cell_changes() -> None:
+def test_spreadsheet_upload_records_sheet_and_cell_changes_without_versions() -> None:
    with build_session() as db:
        service = AgentAssetService(db)
        rule = next(
@@ -325,31 +325,30 @@ def test_spreadsheet_version_compare_returns_sheet_and_cell_changes() -> None:
                content=build_workbook_bytes([["城市", "住宿"], ["北京", 500]]),
            actor="finance_user",
        )
-        base_version = service.get_asset(rule.id).working_version  # type: ignore[union-attr]
        service.upload_rule_spreadsheet(
            rule.id,
            filename="公司差旅费报销规则.xlsx",
            content=build_workbook_bytes([["城市", "住宿"], ["北京", 550], ["武汉", 450]]),
            actor="finance_user",
        )
-        target_version = service.get_asset(rule.id).working_version  # type: ignore[union-attr]

-        diff = service.compare_spreadsheet_versions(
-            rule.id,
-            base_version=base_version or "",
-            target_version=target_version or "",
-        )
+        records = service.list_spreadsheet_change_records(rule.id)
+        latest = records[0]

-        assert diff.changed_sheet_count == 1
-        assert diff.changed_cell_count == 3
+        assert latest.changed_sheet_count == 1
+        assert latest.changed_cell_count == 3
        assert any(
            item.cell == "B2" and item.change_type == "modified"
-            for item in diff.cell_changes
+            for item in latest.cell_changes
        )
-        assert any(item.cell == "A3" and item.change_type == "added" for item in diff.cell_changes)
+        assert any(
+            item.cell == "A3" and item.change_type == "added"
+            for item in latest.cell_changes
+        )
+        assert not hasattr(latest, "version")


-def test_working_spreadsheet_version_reads_immutable_snapshot_instead_of_live_copy() -> None:
+def test_spreadsheet_content_reads_current_rule_file_without_version_snapshot() -> None:
    with build_session() as db:
        service = AgentAssetService(db)
        rule = next(
@@ -366,7 +365,6 @@ def test_working_spreadsheet_version_reads_immutable_snapshot_instead_of_live_co
        )
        detail = service.get_asset(rule.id)
        assert detail is not None
-        working_version = detail.working_version or ""

        current_asset = service.repository.get(rule.id)
        assert current_asset is not None
@@ -375,23 +373,13 @@ def test_working_spreadsheet_version_reads_immutable_snapshot_instead_of_live_co
        assert "agent_assets" not in live_storage_key
        live_path = service.spreadsheet_manager.resolve_storage_path(live_storage_key)
        assert not service.spreadsheet_manager.asset_root.exists()
-        original_live_bytes = live_path.read_bytes()
-        try:
-            live_path.write_bytes(build_workbook_bytes([["城市", "住宿"], ["北京", 999]]))

-            snapshot_path, _, _ = service.get_rule_spreadsheet_content(
-                rule.id,
-                version=working_version,
-            )
+        current_path, _, _ = service.get_rule_spreadsheet_content(rule.id)

-            assert snapshot_path != live_path
-            assert FINANCE_RULES_LIBRARY in snapshot_path.parts
-            assert ".versions" in snapshot_path.parts
-            assert "agent_assets" not in snapshot_path.parts
-            workbook = load_workbook(snapshot_path, data_only=False)
+        assert current_path == live_path
+        assert ".versions" not in current_path.parts
+        workbook = load_workbook(current_path, data_only=False)
        assert workbook.active["B2"].value == 500
-        finally:
-            live_path.write_bytes(original_live_bytes)


 def test_spreadsheet_change_records_return_recent_edit_details() -> None:
@@ -454,7 +442,6 @@ def test_spreadsheet_change_records_include_all_modified_sheets() -> None:
        )
        detail = service.get_asset(rule.id)
        assert detail is not None
-        first_version = detail.working_version

        service.upload_rule_spreadsheet(
            rule.id,
@@ -473,7 +460,7 @@ def test_spreadsheet_change_records_include_all_modified_sheets() -> None:
        changed_sheets = {item.sheet_name for item in latest.sheet_changes}
        changed_cell_sheets = {item.sheet_name for item in latest.cell_changes}

-        assert latest.version != first_version
+        assert not hasattr(latest, "version")
        assert latest.changed_sheet_count == 2
        assert {"差旅标准", "填表说明"}.issubset(changed_sheets)
        assert {"差旅标准", "填表说明"}.issubset(changed_cell_sheets)
@@ -513,6 +500,8 @@ def test_editable_spreadsheet_onlyoffice_config_enables_forcesave(monkeypatch) -
        customization = config.config["editorConfig"]["customization"]
        assert config.config["editorConfig"]["mode"] == "edit"
        assert customization["forcesave"] is True
+        assert "version=" not in config.config["document"]["url"]
+        assert "version=" not in config.config["editorConfig"]["callbackUrl"]


 def test_version_timeline_contains_created_review_and_publish_events() -> None:
--- a/web/UI/流程输入.png
+++ b/web/UI/流程输入.png
--- a/web/src/assets/styles/views/audit-view.css
+++ b/web/src/assets/styles/views/audit-view.css
@@ -942,7 +942,7 @@ tbody tr.spotlight {
  line-height: 1.5;
 }

-.spreadsheet-version-center {
+.spreadsheet-change-center {
  min-height: 0;
  height: 100%;
  align-self: stretch;
@@ -956,20 +956,20 @@ tbody tr.spotlight {
  overflow: hidden;
 }

-.version-center-head h3,
-.version-center-head p,
-.version-center-section header,
-.version-center-section p {
+.change-center-head h3,
+.change-center-head p,
+.change-center-section header,
+.change-center-section p {
  margin: 0;
 }

-.version-center-head h3 {
+.change-center-head h3 {
  color: #0f172a;
  font-size: 15px;
  font-weight: 900;
 }

-.version-center-head p {
+.change-center-head p {
  margin-top: 3px;
  color: #64748b;
  font-size: 12px;
@@ -1030,37 +1030,37 @@ tbody tr.spotlight {
  color: #2563eb;
 }

-.version-center-section {
+.change-center-section {
  display: grid;
  gap: 8px;
 }

-.version-history-section {
+.change-history-section {
  min-height: 0;
  grid-template-rows: auto minmax(0, 1fr);
 }

-.version-center-section > header {
+.change-center-section > header {
  display: flex;
  align-items: center;
  justify-content: space-between;
  gap: 8px;
 }

-.version-center-section > header strong {
+.change-center-section > header strong {
  color: #0f172a;
  font-size: 13px;
  font-weight: 900;
 }

-.version-center-section > header small,
-.version-center-section > header button {
+.change-center-section > header small,
+.change-center-section > header button {
  color: #64748b;
  font-size: 11px;
  font-weight: 800;
 }

-.version-center-section > header button {
+.change-center-section > header button {
  padding: 0;
  border: 0;
  background: transparent;
@@ -1068,7 +1068,7 @@ tbody tr.spotlight {
  cursor: pointer;
 }

-.version-center-list {
+.change-center-list {
  display: grid;
  align-content: start;
  gap: 8px;
@@ -1077,7 +1077,7 @@ tbody tr.spotlight {
  padding-right: 2px;
 }

-.version-center-item {
+.change-center-item {
  display: grid;
  gap: 8px;
  padding: 10px;
@@ -1086,12 +1086,12 @@ tbody tr.spotlight {
  background: #fff;
 }

-.version-center-item.active {
+.change-center-item.active {
  border-color: rgba(16, 185, 129, 0.35);
  background: rgba(16, 185, 129, 0.05);
 }

-.version-center-item > button {
+.change-center-item > button {
  display: grid;
  gap: 5px;
  padding: 0;
@@ -1101,31 +1101,31 @@ tbody tr.spotlight {
  cursor: pointer;
 }

-.version-center-item > button:disabled {
+.change-center-item > button:disabled {
  cursor: default;
 }

-.version-center-item > button div {
+.change-center-item > button div {
  display: flex;
  align-items: center;
  justify-content: space-between;
  gap: 8px;
 }

-.version-center-item > button strong {
+.change-center-item > button strong {
  color: #0f172a;
  font-size: 13px;
  font-weight: 900;
 }

-.version-center-item > button span,
-.version-center-item > button p,
-.version-center-item > button small {
+.change-center-item > button span,
+.change-center-item > button p,
+.change-center-item > button small {
  color: #64748b;
  font-size: 11px;
 }

-.version-center-item > button p {
+.change-center-item > button p {
  margin: 0;
  line-height: 1.45;
 }
@@ -1250,7 +1250,7 @@ tbody tr.spotlight {
  font-weight: 900;
 }

-.version-flow-empty {
+.change-flow-empty {
  color: #64748b;
  font-size: 11px;
 }
--- a/web/src/assets/styles/views/travel-reimbursement-create-view.css
+++ b/web/src/assets/styles/views/travel-reimbursement-create-view.css
@@ -1,9 +1,17 @@
 .assistant-overlay {
+  /* 距屏幕边 10–18px，随视口微调；高度用 dvh 适配笔记本浏览器工具栏 */
+  --assistant-viewport-inset: clamp(10px, 1.25vmin, 18px);
  position: fixed;
  inset: 0;
+  width: 100vw;
+  height: 100dvh;
+  max-height: 100dvh;
  z-index: 9999;
-  display: grid;
-  place-items: center;
+  display: flex;
+  align-items: stretch;
+  justify-content: stretch;
+  padding: var(--assistant-viewport-inset);
+  box-sizing: border-box;
  background:
    radial-gradient(circle at 18% 14%, rgba(16, 185, 129, 0.18), transparent 24%),
    radial-gradient(circle at 82% 12%, rgba(59, 130, 246, 0.12), transparent 28%),
@@ -13,23 +21,17 @@
 }

 .assistant-modal {
-  --assistant-base-width: 1430;
-  --assistant-base-height: 820;
-  --assistant-base-width-px: 1430px;
-  --assistant-base-height-px: 820px;
-  --assistant-safe-offset-x: 64;
-  --assistant-safe-offset-y: 48;
-  --assistant-fit-scale-width: calc((var(--desktop-viewport-width, 1440) - var(--assistant-safe-offset-x)) / var(--assistant-base-width));
-  --assistant-fit-scale-height: calc((var(--desktop-viewport-height, 900) - var(--assistant-safe-offset-y)) / var(--assistant-base-height));
-  --assistant-scale: min(1, var(--assistant-fit-scale-width), var(--assistant-fit-scale-height));
-  width: calc(var(--assistant-base-width-px) * var(--assistant-scale));
-  height: calc(var(--assistant-base-height-px) * var(--assistant-scale));
  position: relative;
-  display: block;
+  display: flex;
+  flex-direction: column;
+  width: 100%;
+  height: 100%;
+  min-width: 0;
+  min-height: 0;
  background: transparent;
  box-shadow: none;
  border: 0;
-  border-radius: 30px;
+  border-radius: 24px;
  backdrop-filter: none;
  -webkit-backdrop-filter: none;
  overflow: hidden;
@@ -37,14 +39,36 @@
 }

 .assistant-modal-stage {
+  /* 工作台字号令牌：笔记本断点见文末 @media */
+  --wb-fs-title: 22px;
+  --wb-fs-desc: 13px;
+  --wb-fs-badge: 12px;
+  --wb-fs-bubble: 14px;
+  --wb-fs-bubble-meta: 13px;
+  --wb-fs-bubble-time: 12px;
+  --wb-fs-chip: 12px;
+  --wb-fs-composer: 14px;
+  --wb-fs-tool-icon: 18px;
+  --wb-fs-md-h1: 18px;
+  --wb-fs-md-h2: 16px;
+  --wb-fs-md-h3: 14px;
+  --wb-fs-insight-title: 19px;
+  --wb-fs-insight-num: 19px;
+  --wb-fs-insight-body: 12px;
+  --wb-fs-insight-h4: 15px;
+  --wb-fs-metric: 13px;
+  --wb-fs-metric-strong: 13px;
+  --wb-fs-welcome: 20px;
  position: relative;
-  width: var(--assistant-base-width-px);
-  height: var(--assistant-base-height-px);
+  flex: 1;
+  min-width: 0;
+  min-height: 0;
+  width: 100%;
+  height: 100%;
  display: grid;
  grid-template-rows: auto minmax(0, 1fr);
-  transform: scale(var(--assistant-scale));
-  transform-origin: top left;
-  border-radius: 30px;
+  transform: none;
+  border-radius: 24px;
  background:
    radial-gradient(circle at top right, rgba(16, 185, 129, 0.14), transparent 26%),
    radial-gradient(circle at top left, rgba(59, 130, 246, 0.10), transparent 24%),
@@ -64,7 +88,8 @@
  align-items: center;
  justify-content: space-between;
  gap: 16px;
-  padding: 22px 172px 18px 26px;
+  flex-shrink: 0;
+  padding: clamp(14px, 2vh, 22px) clamp(148px, 11vw, 172px) clamp(12px, 1.6vh, 18px) clamp(18px, 2vw, 26px);
  border-bottom: 1px solid rgba(203, 213, 225, 0.78);
  background: linear-gradient(180deg, rgba(247, 250, 249, 0.82) 0%, rgba(240, 246, 244, 0.7) 100%);
 }
@@ -85,7 +110,7 @@
  border-radius: 999px;
  background: linear-gradient(135deg, #22c55e, #10b981);
  color: #fff;
-  font-size: 12px;
+  font-size: var(--wb-fs-badge);
  font-weight: 800;
  box-shadow: 0 8px 16px rgba(16, 185, 129, 0.14);
  white-space: nowrap;
@@ -98,38 +123,39 @@

 .assistant-header h2 {
  color: #0f172a;
-  font-size: 22px;
+  font-size: clamp(17px, 1.1vw, var(--wb-fs-title));
  font-weight: 900;
  letter-spacing: 0.01em;
+  line-height: 1.25;
 }

 .assistant-header p {
  margin-top: 4px;
  color: #64748b;
-  font-size: 13px;
+  font-size: clamp(11px, 0.85vw, var(--wb-fs-desc));
  line-height: 1.55;
 }

 .assistant-header-actions {
  position: absolute;
-  top: calc(22px * var(--assistant-scale));
-  right: calc(26px * var(--assistant-scale));
-  z-index: 40;
+  top: 16px;
+  right: 16px;
+  z-index: 60;
  display: flex;
  align-items: center;
-  gap: calc(10px * var(--assistant-scale));
+  gap: 10px;
  pointer-events: auto;
 }

 .assistant-toggle-btn,
 .session-trash-btn {
-  width: calc(38px * var(--assistant-scale));
-  height: calc(38px * var(--assistant-scale));
+  width: 38px;
+  height: 38px;
  display: grid;
  place-items: center;
  padding: 0;
  border: 1px solid rgba(248, 113, 113, 0.28);
-  border-radius: calc(14px * var(--assistant-scale));
+  border-radius: 14px;
  flex: none;
 }

@@ -137,7 +163,7 @@
  border-color: rgba(16, 185, 129, 0.18);
  background: rgba(245, 252, 249, 0.96);
  color: #166534;
-  font-size: calc(16px * var(--assistant-scale));
+  font-size: 16px;
  box-shadow: 0 8px 18px rgba(16, 185, 129, 0.1);
 }

@@ -156,7 +182,7 @@
 .session-trash-btn {
  background: rgba(254, 242, 242, 0.96);
  color: #dc2626;
-  font-size: calc(16px * var(--assistant-scale));
+  font-size: 16px;
  box-shadow: 0 8px 18px rgba(239, 68, 68, 0.12);
 }

@@ -174,17 +200,17 @@
 .assistant-close-btn,
 .close-btn {
  position: relative;
-  width: calc(38px * var(--assistant-scale));
-  height: calc(38px * var(--assistant-scale));
+  width: 38px;
+  height: 38px;
  display: grid;
  place-items: center;
  padding: 0;
  flex: none;
  border: 1px solid rgba(193, 204, 216, 0.92);
-  border-radius: calc(14px * var(--assistant-scale));
+  border-radius: 14px;
  background: rgba(248, 251, 251, 0.94);
  color: #475569;
-  font-size: calc(16px * var(--assistant-scale));
+  font-size: 16px;
  box-shadow: 0 8px 18px rgba(148, 163, 184, 0.18);
  cursor: pointer;
  pointer-events: auto;
@@ -193,7 +219,7 @@
 }

 .assistant-close-btn {
-  z-index: 30;
+  z-index: 61;
  pointer-events: auto;
 }

@@ -210,9 +236,11 @@

 .assistant-layout {
  min-height: 0;
+  flex: 1;
  display: flex;
-  padding: 16px;
+  padding: clamp(12px, 1.5vw, 16px);
  align-items: stretch;
+  gap: clamp(12px, 1.5vw, 16px);
 }

 .dialog-panel,
@@ -245,9 +273,10 @@

 .insight-panel-shell {
  flex: none;
-  width: clamp(360px, 31vw, 440px);
+  width: clamp(300px, 28vw, 420px);
  min-width: 0;
-  margin-left: 16px;
+  max-width: 100%;
+  margin-left: 0;
  overflow: hidden;
  transition:
    width 360ms cubic-bezier(0.22, 1, 0.36, 1),
@@ -277,7 +306,7 @@
  border-radius: 999px;
  background: rgba(255, 255, 255, 0.95);
  color: #334155;
-  font-size: 12px;
+  font-size: var(--wb-fs-chip);
  font-weight: 750;
  box-shadow: 0 4px 12px rgba(241, 245, 249, 0.78);
  white-space: nowrap;
@@ -365,18 +394,18 @@

 .message-meta strong {
  color: #0f172a;
-  font-size: 13px;
+  font-size: var(--wb-fs-bubble-meta);
  font-weight: 850;
 }

 .message-meta time {
  color: #94a3b8;
-  font-size: 12px;
+  font-size: var(--wb-fs-bubble-time);
 }

 .message-bubble p {
  color: #334155;
-  font-size: 14px;
+  font-size: var(--wb-fs-bubble);
 }

 .message-answer-content {
@@ -402,21 +431,34 @@
 }

 .message-answer-markdown :deep(h1) {
-  font-size: 18px;
+  font-size: var(--wb-fs-md-h1);
 }

 .message-answer-markdown :deep(h2) {
-  font-size: 16px;
+  font-size: var(--wb-fs-md-h2);
 }

 .message-answer-markdown :deep(h3),
 .message-answer-markdown :deep(h4) {
-  font-size: 14px;
+  font-size: var(--wb-fs-md-h3);
 }

+.message-answer-markdown {
+  overflow-x: auto;
+  font-size: var(--wb-fs-bubble);
+  color: #334155;
+  line-height: 1.65;
+}
+
+/* v-html 注入的 Markdown 节点无 scoped 标记，需用 :deep 与用户气泡 p 对齐字号 */
 .message-answer-markdown :deep(p),
-.message-answer-markdown :deep(li) {
-  line-height: 1.7;
+.message-answer-markdown :deep(li),
+.message-answer-markdown :deep(td),
+.message-answer-markdown :deep(th),
+.message-answer-markdown :deep(blockquote) {
+  font-size: inherit;
+  color: inherit;
+  line-height: 1.65;
 }

 .message-answer-markdown :deep(ul),
@@ -462,10 +504,6 @@
  text-decoration: underline;
 }

-.message-answer-markdown {
-  overflow-x: auto;
-}
-
 .message-answer-markdown :deep(table) {
  width: auto;
  max-width: 100%;
@@ -473,7 +511,7 @@
  border-radius: 16px;
  border-collapse: collapse;
  background: linear-gradient(180deg, #ffffff 0%, #f8fbff 100%);
-  font-size: 13px;
+  font-size: inherit;
 }

 .message-answer-markdown :deep(th),
@@ -516,7 +554,7 @@
  align-items: center;
  padding: 0 10px;
  border-radius: 999px;
-  font-size: 12px;
+  font-size: var(--wb-fs-chip);
  font-weight: 800;
 }

@@ -960,16 +998,216 @@
  display: none;
 }

+.composer-row {
+  --composer-control-size: 44px;
+}
+
+.composer-leading-actions {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  flex: none;
+}
+
+.composer-date-anchor {
+  position: relative;
+}
+
+.tool-btn.composer-side-btn.active {
+  border-color: rgba(59, 130, 246, 0.42);
+  background: rgba(239, 246, 255, 0.96);
+  color: #2563eb;
+  box-shadow: 0 6px 14px rgba(59, 130, 246, 0.14);
+}
+
+.composer-date-popover {
+  position: absolute;
+  bottom: calc(100% + 10px);
+  left: 0;
+  z-index: 30;
+  width: min(320px, calc(100vw - 48px));
+  display: grid;
+  gap: 12px;
+  padding: 14px;
+  border: 1px solid rgba(203, 213, 225, 0.92);
+  border-radius: 16px;
+  background: rgba(255, 255, 255, 0.98);
+  box-shadow:
+    0 18px 40px rgba(15, 23, 42, 0.16),
+    0 4px 12px rgba(15, 23, 42, 0.06);
+}
+
+.composer-date-mode-tabs {
+  display: grid;
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+  gap: 8px;
+  padding: 4px;
+  border-radius: 12px;
+  background: rgba(241, 245, 249, 0.92);
+}
+
+.composer-date-mode-btn {
+  min-height: 34px;
+  border: 0;
+  border-radius: 10px;
+  background: transparent;
+  color: #64748b;
+  font-size: 12px;
+  font-weight: 800;
+}
+
+.composer-date-mode-btn.active {
+  background: #fff;
+  color: #0f172a;
+  box-shadow: 0 4px 10px rgba(148, 163, 184, 0.18);
+}
+
+.composer-date-fields {
+  display: grid;
+  gap: 8px;
+}
+
+.composer-date-fields-range {
+  grid-template-columns: minmax(0, 1fr) auto minmax(0, 1fr);
+  align-items: end;
+  gap: 8px;
+}
+
+.composer-date-field {
+  display: grid;
+  gap: 6px;
+  min-width: 0;
+}
+
+.composer-date-field span {
+  color: #64748b;
+  font-size: 11px;
+  font-weight: 800;
+}
+
+.composer-date-field input {
+  width: 100%;
+  min-height: 36px;
+  padding: 0 10px;
+  border: 1px solid rgba(203, 213, 225, 0.92);
+  border-radius: 10px;
+  background: #fff;
+  color: #0f172a;
+  font-size: 12px;
+  font-weight: 700;
+}
+
+.composer-date-range-sep {
+  align-self: center;
+  color: #94a3b8;
+  font-size: 12px;
+  font-weight: 800;
+}
+
+.composer-date-hint {
+  margin: 0;
+  color: #dc2626;
+  font-size: 11px;
+  line-height: 1.5;
+}
+
+.composer-date-popover-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 8px;
+}
+
+.composer-date-cancel-btn,
+.composer-date-apply-btn {
+  min-height: 34px;
+  padding: 0 14px;
+  border-radius: 10px;
+  font-size: 12px;
+  font-weight: 800;
+}
+
+.composer-date-cancel-btn {
+  border: 1px solid rgba(203, 213, 225, 0.92);
+  background: #fff;
+  color: #64748b;
+}
+
+.composer-date-apply-btn {
+  border: 0;
+  background: linear-gradient(135deg, #22c55e, #10b981);
+  color: #fff;
+}
+
+.composer-date-apply-btn:disabled {
+  opacity: 0.48;
+  cursor: not-allowed;
+}
+
 .composer-shell {
  min-width: 0;
+  min-height: var(--composer-control-size, 44px);
  border: 1px solid rgba(214, 225, 234, 0.95);
-  border-radius: 20px;
+  border-radius: 999px;
  background: rgba(255, 255, 255, 0.98);
  box-shadow:
    0 10px 22px rgba(226, 232, 240, 0.24),
    0 1px 4px rgba(15, 23, 42, 0.03);
 }

+.composer-shell-body {
+  min-height: var(--composer-control-size, 44px);
+  display: flex;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 6px;
+  padding: 4px 12px;
+}
+
+.composer-biz-time-tag {
+  display: inline-flex;
+  align-items: center;
+  gap: 4px;
+  max-width: min(100%, 320px);
+  min-height: 28px;
+  padding: 0 8px 0 10px;
+  border-radius: 999px;
+  border: 1px solid rgba(59, 130, 246, 0.28);
+  background: linear-gradient(135deg, rgba(59, 130, 246, 0.14), rgba(16, 185, 129, 0.12));
+  color: #1d4ed8;
+  font-size: 11px;
+  font-weight: 800;
+  flex: none;
+}
+
+.composer-biz-time-tag i {
+  font-size: 14px;
+  color: #2563eb;
+}
+
+.composer-biz-time-tag-label {
+  min-width: 0;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.composer-biz-time-tag-remove {
+  width: 18px;
+  height: 18px;
+  display: grid;
+  place-items: center;
+  padding: 0;
+  border: 0;
+  border-radius: 999px;
+  background: rgba(255, 255, 255, 0.72);
+  color: #3b82f6;
+  flex: none;
+}
+
+.composer-biz-time-tag-remove:disabled {
+  opacity: 0.48;
+}
+
 .composer-files-panel {
  display: grid;
  gap: 10px;
@@ -1111,15 +1349,18 @@
 }

 .composer-shell textarea {
-  width: 100%;
-  min-height: 20px;
+  flex: 1 1 120px;
+  width: auto;
+  min-width: 0;
+  min-height: 36px;
+  max-height: 120px;
  resize: none;
  border: 0;
-  padding: 11px 14px;
+  padding: 8px 4px;
  background: transparent;
  color: #0f172a;
-  font-size: 14px;
-  line-height: 1.5;
+  font-size: var(--wb-fs-composer);
+  line-height: 20px;
 }

 .composer-shell textarea::placeholder {
@@ -1136,7 +1377,7 @@

 .composer-row {
  display: flex;
-  align-items: flex-end;
+  align-items: center;
  gap: 10px;
 }

@@ -1145,10 +1386,10 @@
 }

 .composer-side-btn,
-.tool-btn,
-.send-btn {
-  width: 44px;
-  height: 44px;
+.composer-row .tool-btn,
+.composer-row .send-btn {
+  width: var(--composer-control-size, 44px);
+  height: var(--composer-control-size, 44px);
  display: grid;
  place-items: center;
  border: 0;
@@ -1159,7 +1400,7 @@
 .tool-btn {
  background: #ffffff;
  color: #475569;
-  font-size: 18px;
+  font-size: var(--wb-fs-tool-icon);
  border: 1px solid #dbe6f0;
  box-shadow: 0 4px 12px rgba(241, 245, 249, 0.76);
 }
@@ -1172,7 +1413,7 @@
 .send-btn {
  background: linear-gradient(135deg, #22c55e, #10b981);
  color: #fff;
-  font-size: 16px;
+  font-size: var(--wb-fs-tool-icon);
  box-shadow: 0 8px 18px rgba(16, 185, 129, 0.18);
 }

@@ -1186,7 +1427,7 @@
  position: relative;
  display: grid;
  grid-template-rows: auto minmax(0, 1fr);
-  width: clamp(360px, 31vw, 440px);
+  width: 100%;
  height: 100%;
  overflow: hidden;
  background:
@@ -1338,7 +1579,7 @@
  align-items: center;
  padding: 0 13px;
  border-radius: 999px;
-  font-size: 12px;
+  font-size: var(--wb-fs-chip);
  font-weight: 800;
 }

@@ -1370,7 +1611,7 @@
 .insight-head h3 {
  margin-top: 10px;
  color: #0f172a;
-  font-size: 19px;
+  font-size: var(--wb-fs-insight-title);
  font-weight: 900;
  line-height: 1.25;
 }
@@ -1378,7 +1619,7 @@
 .insight-head p {
  margin-top: 6px;
  color: #64748b;
-  font-size: 12px;
+  font-size: var(--wb-fs-insight-body);
  line-height: 1.6;
 }

@@ -1403,7 +1644,7 @@
  display: block;
  margin-top: 4px;
  color: #0f172a;
-  font-size: 19px;
+  font-size: var(--wb-fs-insight-num);
  font-weight: 900;
 }

@@ -1439,7 +1680,7 @@
  gap: 8px;
  flex-wrap: wrap;
  color: #475569;
-  font-size: 13px;
+  font-size: var(--wb-fs-metric);
 }

 .review-side-intent-row i {
@@ -1449,7 +1690,7 @@

 .review-side-intent-row strong {
  color: #0f172a;
-  font-size: 14px;
+  font-size: var(--wb-fs-bubble);
  font-weight: 850;
 }

@@ -1513,7 +1754,7 @@

 .review-side-metric-copy strong {
  color: #0f172a;
-  font-size: 13px;
+  font-size: var(--wb-fs-metric-strong);
  font-weight: 850;
  line-height: 1.35;
  word-break: break-word;
@@ -2256,7 +2497,7 @@
 .welcome-card p,
 .note-block p {
  color: #64748b;
-  font-size: 13px;
+  font-size: var(--wb-fs-metric);
  line-height: 1.6;
 }

@@ -2279,7 +2520,7 @@
 .welcome-card strong,
 .note-block strong {
  color: #0f172a;
-  font-size: 14px;
+  font-size: var(--wb-fs-bubble);
  font-weight: 850;
 }

@@ -3119,7 +3360,7 @@
 }

 .review-conclusion strong {
-  font-size: 15px;
+  font-size: var(--wb-fs-insight-h4);
  line-height: 1.6;
 }

@@ -3131,7 +3372,7 @@

 .insight-text-section h4 {
  color: #0f172a;
-  font-size: 15px;
+  font-size: var(--wb-fs-insight-h4);
  font-weight: 850;
 }

@@ -3446,7 +3687,7 @@

 .welcome-card i {
  color: #10b981;
-  font-size: 20px;
+  font-size: var(--wb-fs-welcome);
 }

 .welcome-card strong {
@@ -3486,29 +3727,76 @@
  transform: translateY(8px);
 }

-@media (max-width: 1366px), (max-height: 780px) {
+/* 笔记本 / 中等屏：工作台正文字号整体下调一档 */
+@media (max-width: 1680px) {
+  .assistant-modal-stage {
+    --wb-fs-title: 19px;
+    --wb-fs-desc: 12px;
+    --wb-fs-badge: 11px;
+    --wb-fs-bubble: 13px;
+    --wb-fs-bubble-meta: 12px;
+    --wb-fs-bubble-time: 11px;
+    --wb-fs-chip: 11px;
+    --wb-fs-composer: 13px;
+    --wb-fs-tool-icon: 16px;
+    --wb-fs-md-h1: 16px;
+    --wb-fs-md-h2: 15px;
+    --wb-fs-md-h3: 13px;
+    --wb-fs-insight-title: 17px;
+    --wb-fs-insight-num: 17px;
+    --wb-fs-insight-body: 11px;
+    --wb-fs-insight-h4: 14px;
+    --wb-fs-metric: 12px;
+    --wb-fs-metric-strong: 12px;
+    --wb-fs-welcome: 18px;
+  }
+
+  .assistant-modal-stage .message-answer-markdown :deep(table) {
+    font-size: 12px;
+  }
+
+  .assistant-modal-stage .intent-pill {
+    font-size: var(--wb-fs-chip);
+  }
+}
+
+@media (max-width: 1440px) {
+  .assistant-modal-stage {
+    --wb-fs-title: 18px;
+    --wb-fs-bubble: 12px;
+    --wb-fs-bubble-meta: 11px;
+    --wb-fs-composer: 12px;
+    --wb-fs-insight-title: 16px;
+    --wb-fs-insight-num: 16px;
+    --wb-fs-md-h1: 15px;
+    --wb-fs-md-h2: 14px;
+    --wb-fs-insight-h4: 13px;
+    --wb-fs-welcome: 17px;
+  }
+}
+
+/* 大屏：左右分栏；右侧详情区宽度随视口收缩 */
+@media (min-width: 1441px) and (max-width: 1680px) {
  .insight-panel-shell {
-    width: 348px;
-  }
-
-  .insight-panel {
-    width: 348px;
-  }
-
-  .review-side-grid.compact {
-    grid-template-columns: 1fr;
+    width: clamp(280px, 26vw, 360px);
  }
 }

-@media (max-width: 1280px) {
+/* 笔记本常见宽度：改为上下布局，对话区占满宽度，避免侧栏挤占 */
+@media (max-width: 1440px) {
  .assistant-layout {
    flex-direction: column;
  }

+  .dialog-panel {
+    flex: 1 1 auto;
+    min-height: 0;
+  }
+
  .insight-panel-shell {
    width: 100%;
-    margin-left: 0;
-    max-height: 720px;
+    flex: 0 0 auto;
+    max-height: min(38dvh, 400px);
    transition:
      max-height 320ms cubic-bezier(0.22, 1, 0.36, 1),
      opacity 240ms cubic-bezier(0.22, 1, 0.36, 1),
@@ -3516,31 +3804,76 @@
  }

  .insight-panel-shell.collapsed {
-    width: 100%;
    max-height: 0;
  }

  .insight-panel {
    width: 100%;
-    min-height: 320px;
+    min-height: min(280px, 32dvh);
  }

  .insight-panel-shell.collapsed .insight-panel {
    transform: translateY(-12px);
  }
+
+  .review-side-grid.compact {
+    grid-template-columns: 1fr;
+  }
+}
+
+/* 矮屏笔记本（如 1366×768）：压缩顶栏与间距，把高度留给对话列表 */
+@media (max-height: 820px) {
+  .assistant-modal-stage {
+    --wb-fs-title: 17px;
+    --wb-fs-bubble: 12px;
+    --wb-fs-composer: 12px;
+    --wb-fs-insight-title: 15px;
+    --wb-fs-insight-num: 15px;
+  }
+
+  .assistant-header {
+    padding-top: 12px;
+    padding-bottom: 10px;
+  }
+
+  .assistant-header-actions {
+    top: 12px;
+    right: 12px;
+  }
+
+  .assistant-layout {
+    padding: 10px;
+    gap: 10px;
+  }
+
+  .dialog-toolbar {
+    padding: 12px 14px 10px;
+  }
+
+  .message-list {
+    padding: 12px;
+    gap: 10px;
+  }
+
+  .composer-shell-body {
+    padding: 4px 10px;
+  }
+}
+
+@media (max-width: 1280px) {
+  .insight-panel-shell:not(.collapsed) {
+    max-height: min(34dvh, 360px);
+  }
 }

@media (max-width: 760px) {
-  .assistant-modal {
-    width: 100vw;
-    height: 100vh;
+  .assistant-overlay {
+    --assistant-viewport-inset: 10px;
  }

+  .assistant-modal,
  .assistant-modal-stage {
-    width: 100%;
-    height: 100%;
-    transform: none;
-    border-radius: 0;
+    border-radius: 18px;
  }

  .assistant-header {
@@ -3573,13 +3906,11 @@

  .composer-row {
    gap: 8px;
+    --composer-control-size: 40px;
  }

-  .composer-side-btn,
-  .tool-btn,
-  .send-btn {
-    width: 40px;
-    height: 40px;
+  .composer-shell textarea {
+    min-height: 32px;
  }

  .dialog-toolbar {
--- a/web/src/services/agentAssets.js
+++ b/web/src/services/agentAssets.js
@@ -84,16 +84,12 @@ export function fetchAgentAssetDetail(assetId) {
  return apiRequest(`/agent-assets/${assetId}`)
 }

-export function fetchAgentAssetSpreadsheetOnlyOfficeConfig(assetId, version = '') {
-  const query = buildQuery({ version })
-  return apiRequest(`/agent-assets/${assetId}/spreadsheet/onlyoffice-config${query}`)
+export function fetchAgentAssetSpreadsheetOnlyOfficeConfig(assetId) {
+  return apiRequest(`/agent-assets/${assetId}/spreadsheet/onlyoffice-config`)
 }

-export function fetchAgentAssetSpreadsheetBlob(assetId, version = '', disposition = 'inline') {
+export function fetchAgentAssetSpreadsheetBlob(assetId, disposition = 'inline') {
  const search = new URLSearchParams()
-  if (version) {
-    search.set('version', String(version).trim())
-  }
  if (disposition) {
    search.set('disposition', String(disposition).trim())
  }
@@ -148,14 +144,6 @@ export function saveAgentAssetRuleJson(assetId, payload, options = {}) {
  })
 }

-export function compareAgentAssetSpreadsheetVersions(assetId, baseVersion, targetVersion) {
-  const query = new URLSearchParams({
-    base_version: String(baseVersion || '').trim(),
-    target_version: String(targetVersion || '').trim()
-  })
-  return apiRequest(`/agent-assets/${assetId}/versions/compare?${query.toString()}`)
-}
-
 export function fetchAgentAssetSpreadsheetChangeRecords(assetId, limit = 30) {
  return apiRequest(
    `/agent-assets/${assetId}/spreadsheet/change-records${buildQuery({ limit })}`
--- a/web/src/views/AuditView.vue
+++ b/web/src/views/AuditView.vue
@@ -103,7 +103,7 @@

              <div class="spreadsheet-editor-actions">
                <span class="spreadsheet-mode-pill">
-                  {{ selectedSpreadsheetVersionModeLabel }}
+                  {{ selectedSpreadsheetModeLabel }}
                </span>
              </div>
            </header>
@@ -153,21 +153,21 @@
                </footer>
              </section>

-              <aside class="spreadsheet-version-center">
-                <header class="version-center-head">
+              <aside class="spreadsheet-change-center">
+                <header class="change-center-head">
                  <div>
                    <h3>最近修改</h3>
-                    <p>展示最近 30 次在线编辑保存后的具体改动。</p>
+                    <p>展示最近 30 次保存后的具体改动。</p>
                  </div>
                </header>

-                <section class="version-center-section version-history-section">
-                  <div v-if="selectedSpreadsheetChangeRecords.length" class="version-center-list">
+                <section class="change-center-section change-history-section">
+                  <div v-if="selectedSpreadsheetChangeRecords.length" class="change-center-list">
                    <button
                      v-for="item in selectedSpreadsheetChangeRecords"
                      :key="`spreadsheet-change-${item.id || item.changed_at}-${item.actor}`"
                      type="button"
-                      class="version-center-item change-record-item"
+                      class="change-center-item change-record-item"
                      @click="openSpreadsheetChangeDetail(item)"
                    >
                      <div class="change-record-head">
@@ -178,7 +178,6 @@
                        <b>{{ item.changeCountLabel }}</b>
                      </div>
                      <p>{{ item.summary }}</p>
-                      <small v-if="item.version">关联版本：{{ item.version }}</small>
                      <small v-if="item.sheetPreview.length">
                        涉及工作表：{{ item.sheetPreview.join('、') }}
                        <template v-if="item.remainingSheetCount"> 等 {{ item.changedSheetNames.length }} 个</template>
@@ -197,7 +196,7 @@
                      </small>
                    </button>
                  </div>
-                  <p v-else class="version-flow-empty">暂无修改记录</p>
+                  <p v-else class="change-flow-empty">暂无修改记录</p>
                </section>
              </aside>
            </div>
@@ -1088,8 +1087,6 @@
                <p>{{ item.description || item.note || '暂无补充说明' }}</p>
                <small>
                  操作人：{{ item.actor }}
-                  <template v-if="item.version"> · 关联版本：{{ item.version }}</template>
-                  <template v-if="item.source_version"> · 来源版本：{{ item.source_version }}</template>
                </small>
              </div>
            </article>
@@ -1129,10 +1126,6 @@
                <span>修改时间</span>
                <strong>{{ selectedSpreadsheetChangeRecord.time }}</strong>
              </article>
-              <article v-if="selectedSpreadsheetChangeRecord.version">
-                <span>关联版本</span>
-                <strong>{{ selectedSpreadsheetChangeRecord.version }}</strong>
-              </article>
              <article>
                <span>修改工作表</span>
                <strong>{{ selectedSpreadsheetChangeRecord.changed_sheet_count }}</strong>
@@ -1203,127 +1196,6 @@
      </div>
    </Transition>

-    <Transition name="drawer-fade">
-      <div v-if="versionCompareOpen" class="rule-drawer-backdrop" @click.self="closeVersionCompare">
-        <aside class="rule-drawer compare-drawer">
-          <header class="rule-drawer-head">
-            <div>
-              <span>版本治理</span>
-              <h3>版本差异对比</h3>
-            </div>
-            <button type="button" @click="closeVersionCompare">
-              <i class="mdi mdi-close"></i>
-            </button>
-          </header>
-
-          <section class="compare-toolbar">
-            <label>
-              <span>基准版本</span>
-              <select v-model="compareBaseVersion" @change="loadVersionCompare">
-                <option
-                  v-for="item in selectedSkill?.history || []"
-                  :key="`base-${item.version}`"
-                  :value="item.version"
-                >
-                  {{ item.version }} · {{ item.lifecycleMeta.label }}
-                </option>
-              </select>
-            </label>
-            <i class="mdi mdi-arrow-right"></i>
-            <label>
-              <span>对比版本</span>
-              <select v-model="compareTargetVersion" @change="loadVersionCompare">
-                <option
-                  v-for="item in selectedSkill?.history || []"
-                  :key="`target-${item.version}`"
-                  :value="item.version"
-                >
-                  {{ item.version }} · {{ item.lifecycleMeta.label }}
-                </option>
-              </select>
-            </label>
-          </section>
-
-          <div v-if="versionCompareLoading" class="rule-drawer-state">
-            <i class="mdi mdi-loading mdi-spin"></i>
-            <span>正在生成版本差异...</span>
-          </div>
-          <div v-else-if="versionCompareError" class="rule-drawer-state error">
-            <i class="mdi mdi-alert-circle-outline"></i>
-            <span>{{ versionCompareError }}</span>
-          </div>
-          <div v-else-if="versionComparePayload" class="compare-content">
-            <section class="compare-summary-grid">
-              <article>
-                <span>新增工作表</span>
-                <strong>{{ versionComparePayload.added_sheet_count }}</strong>
-              </article>
-              <article>
-                <span>删除工作表</span>
-                <strong>{{ versionComparePayload.removed_sheet_count }}</strong>
-              </article>
-              <article>
-                <span>修改工作表</span>
-                <strong>{{ versionComparePayload.changed_sheet_count }}</strong>
-              </article>
-              <article>
-                <span>变更单元格</span>
-                <strong>{{ versionComparePayload.changed_cell_count }}</strong>
-              </article>
-            </section>
-
-            <section class="compare-panel">
-              <header>
-                <strong>工作表变化</strong>
-              </header>
-              <div v-if="versionCompareSheetRows.length" class="compare-sheet-list">
-                <span
-                  v-for="item in versionCompareSheetRows"
-                  :key="`${item.sheet_name}-${item.change_type}`"
-                  :class="item.meta.tone"
-                >
-                  {{ item.sheet_name }} · {{ item.meta.label }}
-                </span>
-              </div>
-              <p v-else>没有新增或删除工作表。</p>
-            </section>
-
-            <section class="compare-panel compare-cell-panel">
-              <header>
-                <strong>单元格差异</strong>
-                <small>最多展示前 500 条</small>
-              </header>
-              <div v-if="versionCompareCellRows.length" class="compare-table-wrap">
-                <table>
-                  <thead>
-                    <tr>
-                      <th>工作表</th>
-                      <th>位置</th>
-                      <th>类型</th>
-                      <th>旧值</th>
-                      <th>新值</th>
-                    </tr>
-                  </thead>
-                  <tbody>
-                    <tr
-                      v-for="item in versionCompareCellRows"
-                      :key="`${item.sheet_name}-${item.cell}`"
-                    >
-                      <td>{{ item.sheet_name }}</td>
-                      <td>{{ item.cell }}</td>
-                      <td><b :class="item.meta.tone">{{ item.meta.label }}</b></td>
-                      <td>{{ item.before_value ?? '-' }}</td>
-                      <td>{{ item.after_value ?? '-' }}</td>
-                    </tr>
-                  </tbody>
-                </table>
-              </div>
-              <p v-else>两个版本内容一致，没有发现单元格级差异。</p>
-            </section>
-          </div>
-        </aside>
-      </div>
-    </Transition>
  </section>
 </template>

--- a/web/src/views/TravelReimbursementCreateView.vue
+++ b/web/src/views/TravelReimbursementCreateView.vue
@@ -1,7 +1,7 @@
 <template>
  <Teleport to="body">
-    <Transition name="assistant-modal">
-      <div class="assistant-overlay">
+    <Transition name="assistant-modal" @after-leave="emitCloseAfterLeave">
+      <div v-if="workbenchVisible" class="assistant-overlay">
        <section class="assistant-modal">
          <div class="assistant-header-actions">
            <button
@@ -30,8 +30,7 @@
              type="button"
              title="关闭工作台"
              aria-label="关闭对话工作台"
-              @pointerdown.stop.prevent="requestCloseWorkbench"
-              @click.stop.prevent="requestCloseWorkbench"
+              @click="requestCloseWorkbench"
            >
              <i class="mdi mdi-close"></i>
            </button>
@@ -41,8 +40,8 @@
            <header class="assistant-header">
              <div class="assistant-header-main">
                <div>
-                  <h2>财务AI工作台</h2>
-                  <p>个人工作台、发起报销、智能录入统一走这里，右侧会根据你的意图实时切换状态视图。</p>
+                  <h2>财务助手</h2>
+                  <p>个人财务中心 · 报销识别、票据核对与制度咨询，右侧会随处理进度展示识别结果与风险提示。</p>
                </div>
              </div>
            </header>
@@ -79,7 +78,7 @@

                    <div class="message-bubble">
                    <header class="message-meta">
-                      <strong>{{ message.role === 'assistant' ? 'AI 助手' : '我' }}</strong>
+                      <strong>{{ message.role === 'assistant' ? (message.assistantName || ASSISTANT_DISPLAY_NAME) : '我' }}</strong>
                      <time>{{ message.time }}</time>
                    </header>
                    <p
@@ -93,11 +92,31 @@
                      v-else-if="message.text && message.role === 'assistant'"
                      class="message-answer-content message-answer-markdown"
                      v-html="renderMarkdown(message.text)"
-                    ></div>
+                    ></motion>
+
+                    <motion
+                      v-if="message.role === 'assistant' && message.welcomeQuickActions?.length"
+                      class="welcome-quick-actions"
+                    >
+                      <p class="welcome-quick-actions-title">您可以对我进行以下操作：</p>
+                      <div class="welcome-quick-action-grid">
+                        <button
+                          v-for="action in message.welcomeQuickActions"
+                          :key="`${message.id}-${action.label}`"
+                          type="button"
+                          class="welcome-quick-action-btn"
+                          :disabled="submitting || reviewActionBusy || sessionSwitchBusy"
+                          @click="runWelcomeQuickAction(action)"
+                        >
+                          <i :class="action.icon"></i>
+                          <span>{{ action.label }}</span>
+                        </button>
+                      </motion>
+                    </motion>

                    <div v-if="message.role === 'assistant' && !message.reviewPayload && message.meta?.length" class="message-meta-row">
                      <span v-for="item in message.meta" :key="item" class="message-meta-chip">{{ item }}</span>
-                    </div>
+                    </motion>

                    <div v-if="message.role === 'assistant' && !message.reviewPayload && message.riskFlags?.length" class="message-detail-block">
                      <strong>风险标签</strong>
@@ -409,8 +428,8 @@
                    </div>

                  <div class="composer-row" :class="{ 'knowledge-mode': isKnowledgeSession }">
+                    <div v-if="!isKnowledgeSession" class="composer-leading-actions">
                      <button
-                      v-if="!isKnowledgeSession"
                        type="button"
                        class="tool-btn composer-side-btn"
                        :disabled="submitting || reviewActionBusy || sessionSwitchBusy"
@@ -419,8 +438,99 @@
                      >
                        <i class="mdi mdi-paperclip"></i>
                      </button>
+                      <div class="composer-date-anchor">
+                        <button
+                          type="button"
+                          class="tool-btn composer-side-btn"
+                          :class="{ active: composerDatePickerOpen }"
+                          :disabled="submitting || reviewActionBusy || sessionSwitchBusy"
+                          aria-label="选择业务发生时间"
+                          :aria-expanded="composerDatePickerOpen"
+                          @click.stop="toggleComposerDatePicker"
+                        >
+                          <i class="mdi mdi-calendar-range"></i>
+                        </button>
+                        <div
+                          v-if="composerDatePickerOpen"
+                          class="composer-date-popover"
+                          role="dialog"
+                          aria-label="业务发生时间"
+                          @click.stop
+                        >
+                          <div class="composer-date-mode-tabs">
+                            <button
+                              type="button"
+                              class="composer-date-mode-btn"
+                              :class="{ active: composerDateMode === 'single' }"
+                              @click="setComposerDateMode('single')"
+                            >
+                              当天
+                            </button>
+                            <button
+                              type="button"
+                              class="composer-date-mode-btn"
+                              :class="{ active: composerDateMode === 'range' }"
+                              @click="setComposerDateMode('range')"
+                            >
+                              时间段
+                            </button>
+                          </div>
+                          <div v-if="composerDateMode === 'single'" class="composer-date-fields">
+                            <label class="composer-date-field">
+                              <span>日期</span>
+                              <input v-model="composerSingleDate" type="date" />
+                            </label>
+                          </div>
+                          <div v-else class="composer-date-fields composer-date-fields-range">
+                            <label class="composer-date-field">
+                              <span>开始</span>
+                              <input v-model="composerRangeStartDate" type="date" />
+                            </label>
+                            <span class="composer-date-range-sep">至</span>
+                            <label class="composer-date-field">
+                              <span>结束</span>
+                              <input v-model="composerRangeEndDate" type="date" :min="composerRangeStartDate" />
+                            </label>
+                          </div>
+                          <p v-if="composerDateMode === 'range' && !composerCanApplyDateSelection" class="composer-date-hint">
+                            请确认结束日期不早于开始日期。
+                          </p>
+                          <div class="composer-date-popover-actions">
+                            <button type="button" class="composer-date-cancel-btn" @click="closeComposerDatePicker">
+                              取消
+                            </button>
+                            <button
+                              type="button"
+                              class="composer-date-apply-btn"
+                              :disabled="!composerCanApplyDateSelection"
+                              @click="applyComposerDateSelection"
+                            >
+                              插入标签
+                            </button>
+                          </div>
+                        </div>
+                      </div>
+                    </div>

                    <div class="composer-shell">
+                      <div class="composer-shell-body">
+                        <span
+                          v-for="tag in composerBusinessTimeTags"
+                          :key="tag.id"
+                          class="composer-biz-time-tag"
+                        >
+                          <i class="mdi mdi-calendar-check"></i>
+                          <span class="composer-biz-time-tag-label">{{ tag.label }}</span>
+                          <button
+                            type="button"
+                            class="composer-biz-time-tag-remove"
+                            :disabled="submitting || reviewActionBusy || sessionSwitchBusy"
+                            aria-label="移除业务发生时间"
+                            @click="removeComposerBusinessTimeTag(tag.id)"
+                          >
+                            <i class="mdi mdi-close"></i>
+                          </button>
+                        </span>
                        <textarea
                          ref="composerTextareaRef"
                          v-model="composerDraft"
@@ -432,6 +542,7 @@
                          @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>
--- a/web/src/views/scripts/AuditView.js
+++ b/web/src/views/scripts/AuditView.js
@@ -7,7 +7,6 @@ import { useSystemState } from '../../composables/useSystemState.js'
 import { useToast } from '../../composables/useToast.js'
 import {
  activateAgentAsset,
-  compareAgentAssetSpreadsheetVersions,
  createAgentAssetReview,
  createAgentAssetVersion,
  fetchAgentAssetDetail,
@@ -969,6 +968,17 @@ function buildRowMetric(asset, typeKey) {
  return normalizeText(asset.config_json?.agent) || '未配置 Agent'
 }

+function formatSpreadsheetChangeSummary(summary) {
+  const normalized = normalizeText(summary)
+  return (
+    normalized
+      .replace(/^(ONLYOFFICE\s*)?在线编辑[：:]\s*/i, '')
+      .replace(/^ONLYOFFICE\s*在线编辑保存[。.]?\s*/i, '')
+      .replace(/^保存表格[：:]\s*/i, '')
+      .trim() || '表格内容已保存。'
+  )
+}
+
 function buildListItem(asset) {
  const typeKey = resolveTypeKey(asset.asset_type)
  const tabId = resolveTabId(asset, typeKey)
@@ -993,6 +1003,9 @@ function buildListItem(asset) {
        : ''
    )
  const isRiskRule = tabId === 'riskRules'
+  const usesSpreadsheetRule = typeKey === 'rules' && isSpreadsheetRuleSource(asset)
+  const usesJsonRiskRule = typeKey === 'rules' && isJsonRiskRuleSource(asset)
+  const ruleDocument = readRuleDocumentMeta(asset)
  const riskCategory = isRiskRule ? resolveRiskRuleCategory(asset) : ''
  const listSubtitle = isRiskRule
    ? buildRiskListSubtitle(asset.description)
@@ -1003,6 +1016,9 @@ function buildListItem(asset) {
    tabId,
    type: typeKey,
    isPreviewMock: Boolean(asset.isPreviewMock),
+    usesSpreadsheetRule,
+    usesJsonRiskRule,
+    ruleDocument,
    typeLabel: tabMeta.typeLabel,
    short: makeShort(asset.name),
    name: asset.name,
@@ -1582,12 +1598,6 @@ export default {
    const versionTimelineLoading = ref(false)
    const versionTimelineError = ref('')
    const versionTimelineItems = ref([])
-    const versionCompareOpen = ref(false)
-    const versionCompareLoading = ref(false)
-    const versionCompareError = ref('')
-    const versionComparePayload = ref(null)
-    const compareBaseVersion = ref('')
-    const compareTargetVersion = ref('')
    const spreadsheetChangeRecordsByAsset = ref({})
    const spreadsheetChangeDetailOpen = ref(false)
    const selectedSpreadsheetChangeRecord = ref(null)
@@ -1595,8 +1605,7 @@ export default {
    let spreadsheetOnlyOfficeLoadTimer = null
    let spreadsheetOnlyOfficeHadLocalEdits = false
    let spreadsheetOnlyOfficeSyncSeq = 0
-    let spreadsheetOnlyOfficeVersionPollTimer = null
-    let spreadsheetOnlyOfficeRefreshTimer = null
+    let spreadsheetOnlyOfficeChangePollTimer = null
    const assetBuckets = ref({
      financialRules: [],
      riskRules: [],
@@ -1649,8 +1658,7 @@ export default {
      () =>
        canEditSelected.value &&
        selectedSkillUsesSpreadsheet.value &&
-        !detailBusy.value &&
-        selectedSkill.value?.displayVersion === selectedSkill.value?.workingVersion
+        !detailBusy.value
    )
    const canDownloadSpreadsheet = computed(
      () =>
@@ -1661,26 +1669,17 @@ export default {
    const canEditSpreadsheetInline = computed(
      () =>
        selectedSkillUsesSpreadsheet.value &&
-        selectedSkill.value?.displayVersion === selectedSkill.value?.workingVersion &&
        (selectedSkill.value?.isPreviewMock || canEditSelected.value)
    )
-    const selectedDisplayHistory = computed(
-      () =>
-        selectedSkill.value?.history?.find((item) => item.version === selectedSkill.value?.displayVersion) || null
-    )
    const selectedSpreadsheetFileName = computed(
      () =>
-        normalizeText(
-          selectedDisplayHistory.value?.spreadsheetMeta?.file_name || selectedSkill.value?.ruleDocument?.file_name
-        ) || '未上传规则表'
+        normalizeText(selectedSkill.value?.ruleDocument?.file_name) || '未上传规则表'
    )
-    const selectedSpreadsheetVersionModeLabel = computed(() => {
+    const selectedSpreadsheetModeLabel = computed(() => {
      if (selectedSkill.value?.isPreviewMock) {
-        return canEditSpreadsheetInline.value ? 'ONLYOFFICE 可编辑' : 'ONLYOFFICE 预览'
+        return canEditSpreadsheetInline.value ? '可编辑' : '只读'
      }
-      return selectedSkill.value?.displayVersion === selectedSkill.value?.workingVersion
-        ? '在线可编辑'
-        : '只读预览'
+      return canEditSpreadsheetInline.value ? '在线可编辑' : '只读'
    })
    const selectedVersionTimelineItems = computed(() =>
      versionTimelineItems.value.map((item) => ({
@@ -1709,6 +1708,7 @@ export default {
          return {
            ...item,
            time: formatDateTime(item.changed_at),
+            summary: formatSpreadsheetChangeSummary(item.summary),
            changeCountLabel: item.changed_cell_count
              ? `${item.changed_cell_count} 处改动`
              : `${item.changed_sheet_count || changedSheetNames.length || 0} 个工作表`,
@@ -1736,22 +1736,6 @@ export default {
          }))
        : []
    )
-    const versionCompareCellRows = computed(() =>
-      Array.isArray(versionComparePayload.value?.cell_changes)
-        ? versionComparePayload.value.cell_changes.map((item) => ({
-            ...item,
-            meta: resolveDiffChangeMeta(item.change_type)
-          }))
-        : []
-    )
-    const versionCompareSheetRows = computed(() =>
-      Array.isArray(versionComparePayload.value?.sheet_changes)
-        ? versionComparePayload.value.sheet_changes.map((item) => ({
-            ...item,
-            meta: resolveDiffChangeMeta(item.change_type)
-          }))
-        : []
-    )
    const detailBusy = computed(() => Boolean(actionState.value))
    const showReviewNote = computed(
      () => selectedSkillIsRule.value && (selectedSkill.value?.reviewNote || selectedSkill.value?.reviewTimeLabel)
@@ -1922,7 +1906,6 @@ export default {
    watch(
      () => [
        selectedSkill.value?.id || '',
-        selectedSkill.value?.displayVersion || '',
        selectedSkill.value?.loading ? '1' : '0',
        selectedSkill.value?.usesSpreadsheetRule ? '1' : '0'
      ],
@@ -1938,7 +1921,6 @@ export default {
    )

    watch(activeType, () => {
-      stopSpreadsheetOnlyOfficeDeferredRefresh()
      destroySpreadsheetOnlyOfficeEditor()
      selectedSkill.value = null
      versionSwitchTarget.value = null
@@ -2034,8 +2016,7 @@ export default {
        window.clearTimeout(spreadsheetOnlyOfficeLoadTimer)
        spreadsheetOnlyOfficeLoadTimer = null
      }
-      stopSpreadsheetOnlyOfficeVersionSync()
-      clearSpreadsheetPendingChangeRecord(selectedSkill.value?.id, selectedSkill.value?.displayVersion)
+      stopSpreadsheetOnlyOfficeChangeSync()
      spreadsheetOnlyOfficeHadLocalEdits = false
      spreadsheetOnlyOfficeSyncSeq += 1
      if (spreadsheetOnlyOfficeEditor.value?.destroyEditor) {
@@ -2045,87 +2026,10 @@ export default {
      spreadsheetOnlyOfficeReady.value = false
    }

-    function appendSpreadsheetChangeRecord(record) {
-      const assetId = normalizeText(record?.assetId)
-      const version = normalizeText(record?.version)
-      if (!assetId || !version) {
-        return
-      }
-
-      const nextRecord = {
-        version,
-        operationLabel: normalizeText(record?.operationLabel) || '表格修改',
-        operationActor: normalizeText(record?.operationActor) || resolveActor(),
-        note: normalizeText(record?.note) || '用户修改了表格内容。',
-        time: record?.time || new Date().toISOString(),
-        isWorking: record?.isWorking !== false,
-        isPendingLocalEdit: Boolean(record?.isPendingLocalEdit),
-        disabledReason: normalizeText(record?.disabledReason)
-      }
-
-      const current = spreadsheetChangeRecordsByAsset.value[assetId] || []
-      const deduped = current.filter(
-        (item) =>
-          !(
-            item.version === nextRecord.version &&
-            item.operationLabel === nextRecord.operationLabel &&
-            item.note === nextRecord.note
-          )
-      )
-      spreadsheetChangeRecordsByAsset.value = {
-        ...spreadsheetChangeRecordsByAsset.value,
-        [assetId]: [nextRecord, ...deduped].slice(0, 30)
-      }
-    }
-
-    function clearSpreadsheetPendingChangeRecord(assetId, version) {
-      const normalizedAssetId = normalizeText(assetId)
-      const normalizedVersion = normalizeText(version)
-      if (!normalizedAssetId) {
-        return
-      }
-
-      const current = spreadsheetChangeRecordsByAsset.value[normalizedAssetId] || []
-      spreadsheetChangeRecordsByAsset.value = {
-        ...spreadsheetChangeRecordsByAsset.value,
-        [normalizedAssetId]: current.filter(
-          (item) => !(item.isPendingLocalEdit && (!normalizedVersion || item.version === normalizedVersion))
-        )
-      }
-    }
-
-    function markSpreadsheetPendingChange(assetId, version) {
-      const normalizedAssetId = normalizeText(assetId)
-      const normalizedVersion = normalizeText(version)
-      if (!normalizedAssetId || !normalizedVersion) {
-        return
-      }
-
-      clearSpreadsheetPendingChangeRecord(normalizedAssetId, normalizedVersion)
-      appendSpreadsheetChangeRecord({
-        assetId: normalizedAssetId,
-        version: normalizedVersion,
-        operationLabel: '编辑中',
-        operationActor: resolveActor(),
-        note: '检测到未保存的表格改动，保存后会生成新版本并可查看差异。',
-        time: new Date().toISOString(),
-        isWorking: true,
-        isPendingLocalEdit: true,
-        disabledReason: '当前是本地未保存修改，保存后才会生成可对比的版本。'
-      })
-    }
-
-    function stopSpreadsheetOnlyOfficeVersionSync() {
-      if (spreadsheetOnlyOfficeVersionPollTimer) {
-        window.clearTimeout(spreadsheetOnlyOfficeVersionPollTimer)
-        spreadsheetOnlyOfficeVersionPollTimer = null
-      }
-    }
-
-    function stopSpreadsheetOnlyOfficeDeferredRefresh() {
-      if (spreadsheetOnlyOfficeRefreshTimer) {
-        window.clearTimeout(spreadsheetOnlyOfficeRefreshTimer)
-        spreadsheetOnlyOfficeRefreshTimer = null
+    function stopSpreadsheetOnlyOfficeChangeSync() {
+      if (spreadsheetOnlyOfficeChangePollTimer) {
+        window.clearTimeout(spreadsheetOnlyOfficeChangePollTimer)
+        spreadsheetOnlyOfficeChangePollTimer = null
      }
    }

@@ -2164,7 +2068,6 @@ export default {
        latest.id,
        latest.changed_at,
        latest.actor,
-        latest.version,
        latest.summary,
        latest.changed_sheet_count,
        latest.changed_cell_count,
@@ -2193,36 +2096,14 @@ export default {
      return refreshSpreadsheetChangeRecordsAfterSave(normalizedAssetId, previousLatestKey, attempt + 1)
    }

-    function scheduleSpreadsheetEditorRefreshAfterSave(assetId, savedVersion) {
+    function scheduleSpreadsheetOnlyOfficeChangeSync(assetId, attempt = 0) {
      const normalizedAssetId = normalizeText(assetId)
-      const normalizedSavedVersion = normalizeText(savedVersion)
-      if (!normalizedAssetId || !normalizedSavedVersion) {
-        return
-      }
-
-      stopSpreadsheetOnlyOfficeDeferredRefresh()
-      spreadsheetOnlyOfficeRefreshTimer = window.setTimeout(async () => {
-        spreadsheetOnlyOfficeRefreshTimer = null
-        if (
-          selectedSkill.value?.id !== normalizedAssetId ||
-          selectedSkill.value?.displayVersion === normalizedSavedVersion
-        ) {
-          return
-        }
-
-        await loadSelectedAssetDetail(normalizedAssetId)
-      }, 3200)
-    }
-
-    function scheduleSpreadsheetOnlyOfficeVersionSync(assetId, version, attempt = 0) {
-      const normalizedAssetId = normalizeText(assetId)
-      const normalizedVersion = normalizeText(version)
-      if (!normalizedAssetId || !normalizedVersion) {
+      if (!normalizedAssetId) {
        return
      }

      const syncSeq = ++spreadsheetOnlyOfficeSyncSeq
-      stopSpreadsheetOnlyOfficeVersionSync()
+      stopSpreadsheetOnlyOfficeChangeSync()
      const previousLatestChangeKey = getLatestSpreadsheetChangeKey(normalizedAssetId)

      const runSync = async () => {
@@ -2231,31 +2112,13 @@ export default {
        }

        try {
-          const detail = await fetchAgentAssetDetail(normalizedAssetId)
-          const nextWorkingVersion = normalizeText(detail?.working_version || detail?.current_version)
-          if (nextWorkingVersion && nextWorkingVersion !== normalizedVersion) {
-            clearSpreadsheetPendingChangeRecord(normalizedAssetId, normalizedVersion)
-            await refreshCurrentAssets()
-            await refreshSpreadsheetChangeRecordsAfterSave(normalizedAssetId, previousLatestChangeKey)
-            if (syncSeq !== spreadsheetOnlyOfficeSyncSeq || selectedSkill.value?.id !== normalizedAssetId) {
-              return
-            }
-            // ONLYOFFICE 的保存回调刚结束时立即销毁并重挂编辑器，偶发会让新文档会话
-            // 还没完全就绪就被再次打开，表现为“加载超时”。先刷新右侧修改记录，再留
-            // 一个很短的缓冲窗口后切换到新工作版本，用户无需退出重进。
-            scheduleSpreadsheetEditorRefreshAfterSave(normalizedAssetId, nextWorkingVersion)
-            stopSpreadsheetOnlyOfficeVersionSync()
-            return
-          }
-
          const changeRecordRefreshed = await refreshSpreadsheetChangeRecordsAfterSave(
            normalizedAssetId,
            previousLatestChangeKey
          )
          if (changeRecordRefreshed) {
-            clearSpreadsheetPendingChangeRecord(normalizedAssetId, normalizedVersion)
            await refreshCurrentAssets()
-            stopSpreadsheetOnlyOfficeVersionSync()
+            stopSpreadsheetOnlyOfficeChangeSync()
            return
          }
        } catch {
@@ -2268,22 +2131,21 @@ export default {
        if (attempt >= 29) {
          return
        }
-        spreadsheetOnlyOfficeVersionPollTimer = window.setTimeout(() => {
-          scheduleSpreadsheetOnlyOfficeVersionSync(normalizedAssetId, normalizedVersion, attempt + 1)
+        spreadsheetOnlyOfficeChangePollTimer = window.setTimeout(() => {
+          scheduleSpreadsheetOnlyOfficeChangeSync(normalizedAssetId, attempt + 1)
        }, 2000)
      }

-      spreadsheetOnlyOfficeVersionPollTimer = window.setTimeout(() => {
+      spreadsheetOnlyOfficeChangePollTimer = window.setTimeout(() => {
        runSync().catch(() => {})
      }, attempt === 0 ? 800 : 2000)
    }

-    function isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version) {
+    function isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId) {
      return (
        mountSeq !== spreadsheetOnlyOfficeMountSeq ||
        !selectedSkillUsesSpreadsheet.value ||
        selectedSkill.value?.id !== assetId ||
-        selectedSkill.value?.displayVersion !== version ||
        selectedSkill.value?.loading
      )
    }
@@ -2296,7 +2158,6 @@ export default {

      const mountSeq = ++spreadsheetOnlyOfficeMountSeq
      const assetId = selectedSkill.value.id
-      const version = selectedSkill.value.displayVersion
      const editable = canEditSpreadsheetInline.value

      spreadsheetOnlyOfficeLoading.value = true
@@ -2305,25 +2166,25 @@ export default {
      destroySpreadsheetOnlyOfficeEditor()

      try {
-        const payload = await fetchAgentAssetSpreadsheetOnlyOfficeConfig(assetId, version)
-        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)) {
+        const payload = await fetchAgentAssetSpreadsheetOnlyOfficeConfig(assetId)
+        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)) {
          return
        }

        await loadOnlyOfficeApi(payload.documentServerUrl)
-        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)) {
+        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)) {
          return
        }
        if (!window.DocsAPI?.DocEditor) {
-          throw new Error('ONLYOFFICE 编辑器未正确加载。')
+          throw new Error('表格编辑器未正确加载。')
        }

        // Host id must be unique for every mount. ONLYOFFICE mutates its host DOM
        // during lifecycle teardown; reusing the same element can leave the next
        // DocEditor instance with a dead container even though config loading succeeds.
-        spreadsheetOnlyOfficeHostId.value = `audit-rule-onlyoffice-${assetId}-${version}-${mountSeq}`
+        spreadsheetOnlyOfficeHostId.value = `audit-rule-onlyoffice-${assetId}-${mountSeq}`
        await nextTick()
-        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)) {
+        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)) {
          return
        }

@@ -2334,7 +2195,7 @@ export default {
        })
        const upstreamEvents = config.events || {}
        spreadsheetOnlyOfficeLoadTimer = window.setTimeout(() => {
-          if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)) {
+          if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)) {
            return
          }
          if (retryAttempt < 1) {
@@ -2345,14 +2206,14 @@ export default {
            }, 600)
            return
          }
-          spreadsheetOnlyOfficeError.value = 'ONLYOFFICE 加载超时，请重新切换版本后重试。'
+          spreadsheetOnlyOfficeError.value = '表格加载超时，请退出详情后重试。'
          spreadsheetOnlyOfficeLoading.value = false
          destroySpreadsheetOnlyOfficeEditor()
        }, 15000)
        config.events = {
          ...upstreamEvents,
          onAppReady(event) {
-            if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)) {
+            if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)) {
              return
            }
            if (spreadsheetOnlyOfficeLoadTimer) {
@@ -2364,7 +2225,7 @@ export default {
            upstreamEvents.onAppReady?.(event)
          },
          onError(event) {
-            if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)) {
+            if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)) {
              return
            }
            if (spreadsheetOnlyOfficeLoadTimer) {
@@ -2374,8 +2235,8 @@ export default {
            const errorCode = event?.data?.errorCode
            const errorDescription = event?.data?.errorDescription
            spreadsheetOnlyOfficeError.value = errorDescription
-              ? `ONLYOFFICE 加载失败：${errorDescription}`
-              : `ONLYOFFICE 加载失败${errorCode ? `（错误码 ${errorCode}）` : '。'}`
+              ? `表格加载失败：${errorDescription}`
+              : `表格加载失败${errorCode ? `（错误码 ${errorCode}）` : '。'}`
            spreadsheetOnlyOfficeLoading.value = false
            upstreamEvents.onError?.(event)
          },
@@ -2383,17 +2244,16 @@ export default {
            const hasChanges = Boolean(event?.data)
            if (hasChanges) {
              spreadsheetOnlyOfficeHadLocalEdits = true
-              markSpreadsheetPendingChange(assetId, version)
-              if (!spreadsheetOnlyOfficeVersionPollTimer) {
-                scheduleSpreadsheetOnlyOfficeVersionSync(assetId, version)
+              if (!spreadsheetOnlyOfficeChangePollTimer) {
+                scheduleSpreadsheetOnlyOfficeChangeSync(assetId)
              }
            } else if (
              spreadsheetOnlyOfficeHadLocalEdits &&
              editable &&
-              !isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)
+              !isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)
            ) {
              spreadsheetOnlyOfficeHadLocalEdits = false
-              scheduleSpreadsheetOnlyOfficeVersionSync(assetId, version)
+              scheduleSpreadsheetOnlyOfficeChangeSync(assetId)
            }
            upstreamEvents.onDocumentStateChange?.(event)
          }
@@ -2402,11 +2262,11 @@ export default {
          spreadsheetOnlyOfficeHostId.value,
          config
        )
-        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)) {
+        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)) {
          destroySpreadsheetOnlyOfficeEditor()
        }
      } catch (error) {
-        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId, version)) {
+        if (isSpreadsheetOnlyOfficeMountStale(mountSeq, assetId)) {
          return
        }
        spreadsheetOnlyOfficeError.value = error?.message || '规则表加载失败，请稍后重试。'
@@ -2431,7 +2291,6 @@ export default {
      try {
        const blob = await fetchAgentAssetSpreadsheetBlob(
          selectedSkill.value.id,
-          selectedSkill.value.displayVersion,
          'attachment'
        )
        const objectUrl = URL.createObjectURL(blob)
@@ -2462,7 +2321,7 @@ export default {
        await refreshCurrentAssets()
        await loadSelectedAssetDetail(selectedSkill.value.id)
        await loadSpreadsheetChangeRecords(selectedSkill.value.id)
-        toast(`已导入 ${file.name} 的表格内容，并生成新版本。`)
+        toast(`已导入 ${file.name} 的表格内容，右侧会记录本次修改。`)
      } catch (error) {
        toast(error?.message || '规则表内容导入失败，请稍后重试。')
      } finally {
@@ -2560,7 +2419,7 @@ export default {
        const detail = await fetchAgentAssetDetail(assetId)
        selectedSkill.value = buildDetailViewModel(detail, runs.value)
        if (selectedSkill.value?.type === 'rules') {
-          if (!selectedSkill.value.usesJsonRiskRule) {
+          if (!selectedSkill.value.usesSpreadsheetRule && !selectedSkill.value.usesJsonRiskRule) {
            loadVersionTimeline(assetId, { silent: true }).catch(() => {})
          }
          if (selectedSkill.value.usesSpreadsheetRule) {
@@ -2677,7 +2536,6 @@ export default {
    }

    function openAssetDetail(asset) {
-      stopSpreadsheetOnlyOfficeDeferredRefresh()
      destroySpreadsheetOnlyOfficeEditor()
      spreadsheetOnlyOfficeError.value = ''
      spreadsheetOnlyOfficeLoading.value = false
@@ -2688,17 +2546,18 @@ export default {
        versionSwitchTarget.value = null
        return
      }
+      const opensSpreadsheetRule = Boolean(asset?.usesSpreadsheetRule)
      selectedSkill.value = {
        ...asset,
        configJson: {},
        isPreviewMock: false,
-        usesSpreadsheetRule: false,
-        usesJsonRiskRule: false,
+        usesSpreadsheetRule: opensSpreadsheetRule,
+        usesJsonRiskRule: Boolean(asset?.usesJsonRiskRule),
        riskRuleJsonText: '{}',
        riskRuleSummary: null,
        riskRuleDescription: '',
        riskRuleSourceRef: '',
-        ruleDocument: null,
+        ruleDocument: asset?.ruleDocument || null,
        scenarioList: [],
        fields: [],
        promptSections: [],
@@ -2714,16 +2573,18 @@ export default {
        runtimeKind: 'policy_rule_draft',
        displayVersion: asset.version,
        displayVersionChangeNote: '无版本说明',
-        loading: true,
-        reviewStatusLabel: '加载中',
+        loading: !opensSpreadsheetRule,
+        reviewStatusLabel: opensSpreadsheetRule ? '' : '加载中',
        reviewStatusTone: 'draft'
      }
      versionSwitchTarget.value = null
+      if (opensSpreadsheetRule) {
+        loadSpreadsheetChangeRecords(asset.id).catch(() => {})
+      }
      loadSelectedAssetDetail(asset.id).catch(() => {})
    }

    function closeDetail() {
-      stopSpreadsheetOnlyOfficeDeferredRefresh()
      destroySpreadsheetOnlyOfficeEditor()
      spreadsheetOnlyOfficeError.value = ''
      spreadsheetOnlyOfficeLoading.value = false
@@ -2732,9 +2593,7 @@ export default {
      detailLoading.value = false
      versionSwitchTarget.value = null
      versionTimelineOpen.value = false
-      versionCompareOpen.value = false
      versionTimelineItems.value = []
-      versionComparePayload.value = null
    }

    function openVersionSwitch(version) {
@@ -3062,66 +2921,6 @@ export default {
      versionTimelineOpen.value = false
    }

-    async function openVersionCompare(options = {}) {
-      if (!selectedSkill.value?.id) {
-        return
-      }
-      const defaultBase =
-        options.baseVersion || selectedSkill.value.publishedVersion || selectedSkill.value.workingVersion || ''
-      let defaultTarget =
-        options.targetVersion || selectedSkill.value.workingVersion || selectedSkill.value.publishedVersion || ''
-      if (!options.targetVersion && defaultBase === defaultTarget) {
-        defaultTarget =
-          selectedSkill.value.history.find((item) => item.version !== defaultBase)?.version || defaultTarget
-      }
-      compareBaseVersion.value = defaultBase
-      compareTargetVersion.value = defaultTarget
-      versionCompareOpen.value = true
-      await loadVersionCompare()
-    }
-
-    function openSpreadsheetChangeRecord(item) {
-      if (selectedSkill.value?.isPreviewMock) {
-        toast('预览数据暂不支持真实的线上差异对比。')
-        return
-      }
-      const publishedVersion = normalizeText(selectedSkill.value?.publishedVersion)
-      if (!selectedSkill.value?.id || !publishedVersion || publishedVersion === '-') {
-        toast('当前还没有线上版本，暂时无法查看与线上差异。')
-        return
-      }
-
-      openVersionCompare({
-        baseVersion: publishedVersion,
-        targetVersion: item.version
-      }).catch(() => {})
-    }
-
-    function closeVersionCompare() {
-      versionCompareOpen.value = false
-    }
-
-    async function loadVersionCompare() {
-      if (!selectedSkill.value?.id || !compareBaseVersion.value || !compareTargetVersion.value) {
-        return
-      }
-
-      versionCompareLoading.value = true
-      versionCompareError.value = ''
-      try {
-        versionComparePayload.value = await compareAgentAssetSpreadsheetVersions(
-          selectedSkill.value.id,
-          compareBaseVersion.value,
-          compareTargetVersion.value
-        )
-      } catch (error) {
-        versionComparePayload.value = null
-        versionCompareError.value = error?.message || '版本差异对比失败，请稍后重试。'
-      } finally {
-        versionCompareLoading.value = false
-      }
-    }
-
    onMounted(() => {
      document.addEventListener('click', handleDocumentClick)
      loadAssets({ force: true }).catch(() => {})
@@ -3129,7 +2928,6 @@ export default {
    })

    onBeforeUnmount(() => {
-      stopSpreadsheetOnlyOfficeDeferredRefresh()
      destroySpreadsheetOnlyOfficeEditor()
      document.removeEventListener('click', handleDocumentClick)
    })
@@ -3186,7 +2984,7 @@ export default {
      selectedSkillUsesSpreadsheet,
      selectedSkillUsesJsonRisk,
      selectedSpreadsheetFileName,
-      selectedSpreadsheetVersionModeLabel,
+      selectedSpreadsheetModeLabel,
      selectedVersionTimelineItems,
      selectedSpreadsheetChangeRecords,
      detailBusy,
@@ -3205,18 +3003,10 @@ export default {
      versionTimelineOpen,
      versionTimelineLoading,
      versionTimelineError,
-      versionCompareOpen,
-      versionCompareLoading,
-      versionCompareError,
-      versionComparePayload,
-      versionCompareCellRows,
-      versionCompareSheetRows,
      spreadsheetChangeDetailOpen,
      selectedSpreadsheetChangeRecord,
      selectedSpreadsheetChangeSheetRows,
      selectedSpreadsheetChangeCellRows,
-      compareBaseVersion,
-      compareTargetVersion,
      openAssetDetail,
      closeDetail,
      resetFilters,
@@ -3243,12 +3033,8 @@ export default {
      restoreSelectedVersion,
      openVersionTimeline,
      closeVersionTimeline,
-      openSpreadsheetChangeRecord,
      openSpreadsheetChangeDetail,
      closeSpreadsheetChangeDetail,
-      openVersionCompare,
-      closeVersionCompare,
-      loadVersionCompare,
      loadAssets
    }
  }
--- a/web/src/views/scripts/TravelReimbursementCreateView.js
+++ b/web/src/views/scripts/TravelReimbursementCreateView.js
@@ -165,10 +165,19 @@ const REVIEW_OTHER_CATEGORY_OPTIONS = [

 const REVIEW_SCENE_OTHER_OPTION = '其他场景'
 const REVIEW_SCENE_OPTIONS = ['请客户吃饭', '出差行程', '住宿报销', '交通出行', '会务活动', REVIEW_SCENE_OTHER_OPTION]
+const EXPENSE_CODE_TO_PRESET_SCENE = {
+  travel: '出差行程',
+  hotel: '住宿报销',
+  transport: '交通出行',
+  meeting: '会务活动',
+  entertainment: '请客户吃饭',
+  meal: '请客户吃饭'
+}
 const DATE_INPUT_FORMAT = 'YYYY-MM-DD'
 const MAX_ATTACHMENTS = 10
 const MAX_OCR_DOCUMENTS = 10
 const VISIBLE_ATTACHMENT_CHIPS = 2
+const COMPOSER_TEXTAREA_HEIGHT = 36
 const COMPOSER_MAX_ROWS = 5
 const EXPENSE_QUERY_PAGE_SIZE = 5
 const SESSION_TYPE_EXPENSE = 'expense'
@@ -206,6 +215,76 @@ const FLOW_STEP_FALLBACKS = {
    completedText: '结果已生成'
  }
 }
+const ASSISTANT_DISPLAY_NAME = '财务助手'
+
+const EXPENSE_WELCOME_QUICK_ACTIONS = [
+  {
+    label: '发起差旅报销',
+    prompt: '我要报销一笔出差费用，请帮我说明需要准备的材料，并引导我上传票据。',
+    icon: 'mdi mdi-bag-suitcase-outline'
+  },
+  {
+    label: '招待费报销',
+    prompt: '我要报销客户招待餐费，请告诉我需要补充的客户、参与人员和票据要求。',
+    icon: 'mdi mdi-food-fork-drink'
+  },
+  {
+    label: '交通费报销',
+    prompt: '我要报销交通出行费用，请帮我识别常见票据类型和报销注意事项。',
+    icon: 'mdi mdi-car-outline'
+  },
+  {
+    label: '上传票据识别',
+    prompt: '我已准备好票据，请帮我识别并生成报销草稿。',
+    icon: 'mdi mdi-file-upload-outline'
+  },
+  {
+    label: '查询近期报销',
+    prompt: '帮我查询近10天的报销记录和金额汇总。',
+    icon: 'mdi mdi-chart-timeline-variant'
+  },
+  {
+    label: '解释报销风险',
+    prompt: '请结合公司制度，说明酒店超标、发票抬头不一致等常见报销风险。',
+    icon: 'mdi mdi-shield-alert-outline'
+  }
+]
+
+const ASSISTANT_DISPLAY_NAME = '财务助手'
+
+const EXPENSE_WELCOME_QUICK_ACTIONS = [
+  {
+    label: '发起差旅报销',
+    prompt: '我要报销一笔出差费用，请帮我说明需要准备的材料，并引导我上传票据。',
+    icon: 'mdi mdi-bag-suitcase-outline'
+  },
+  {
+    label: '招待费报销',
+    prompt: '我要报销客户招待餐费，请告诉我需要补充的客户、参与人员和票据要求。',
+    icon: 'mdi mdi-food-fork-drink'
+  },
+  {
+    label: '交通费报销',
+    prompt: '我要报销交通出行费用，请帮我识别场景并列出待补充信息。',
+    icon: 'mdi mdi-car-outline'
+  },
+  {
+    label: '上传票据识别',
+    prompt: '我已准备好票据，请帮我识别票据内容并生成报销草稿。',
+    icon: 'mdi mdi-file-upload-outline'
+  },
+  {
+    label: '查询近期报销',
+    prompt: '帮我查询近10天的报销记录和金额汇总。',
+    icon: 'mdi mdi-chart-timeline-variant'
+  },
+  {
+    label: '解释报销风险',
+    prompt: '请结合公司制度，说明酒店超标、发票抬头不一致等常见报销风险与处理方式。',
+    icon: 'mdi mdi-shield-alert-outline'
+  }
+]
+
 const HOT_KNOWLEDGE_QUESTIONS = [
  '差旅住宿标准按什么规则执行？',
  '酒店超标后如何申请例外报销？',
@@ -1102,39 +1181,142 @@ function buildReviewDocumentCorrectionContext(drafts) {
  }))
 }

-function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE) {
+function buildWelcomeUserContext(user = {}) {
+  const username = String(user.username || '').trim()
+  const name = String(user.name || username || '同事').trim()
+  const grade = String(user.grade || '').trim()
+  const position = String(user.position || '').trim()
+  const role = String(user.role || '').trim()
+  const roleCodes = Array.isArray(user.roleCodes) ? user.roleCodes : []
+  const isAdmin =
+    Boolean(user.isAdmin)
+    || username.toLowerCase() === 'admin'
+    || roleCodes.some((item) => /admin|manager/i.test(String(item || '')))
+    || /管理员|系统管理/.test(position)
+    || /管理员|系统管理/.test(role)
+
+  const now = new Date()
+  const dateLine = now.toLocaleDateString('zh-CN', {
+    year: 'numeric',
+    month: 'long',
+    day: 'numeric',
+    weekday: 'long'
+  })
+
+  let honorific = name
+  if (isAdmin) {
+    honorific = name && !/^admin$/i.test(name) ? `${name} 管理员` : '管理员'
+  } else {
+    const prefix = [grade, position].filter(Boolean).join(' ')
+    honorific = prefix ? `${prefix} ${name}`.trim() : name
+  }
+
+  return {
+    name,
+    username,
+    grade,
+    position,
+    role,
+    isAdmin,
+    honorific,
+    dateLine
+  }
+}
+
+function buildWelcomeQuickActions(sessionType, user, entrySource, linkedRequest) {
+  if (sessionType === SESSION_TYPE_KNOWLEDGE) {
+    return HOT_KNOWLEDGE_QUESTIONS.slice(0, 6).map((question) => ({
+      label: question.length > 20 ? `${question.slice(0, 20)}…` : question,
+      prompt: question,
+      icon: 'mdi mdi-comment-question-outline'
+    }))
+  }
+
+  if (entrySource === 'detail' && linkedRequest?.id) {
+    return [
+      {
+        label: '补充当前单据票据',
+        prompt: `请结合单据 ${linkedRequest.id}，帮我继续补充票据并更新识别结果。`,
+        icon: 'mdi mdi-file-plus-outline'
+      },
+      {
+        label: '解释本单风险',
+        prompt: `请解释单据 ${linkedRequest.id} 当前存在的报销风险与处理建议。`,
+        icon: 'mdi mdi-shield-alert-outline'
+      },
+      ...EXPENSE_WELCOME_QUICK_ACTIONS.slice(0, 4)
+    ]
+  }
+
+  return EXPENSE_WELCOME_QUICK_ACTIONS
+}
+
+function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
+  const ctx = buildWelcomeUserContext(user || {})
+  const greeting = ctx.isAdmin ? `${ctx.honorific}，您好` : `您好，${ctx.honorific}`
+
+  if (sessionType === SESSION_TYPE_KNOWLEDGE) {
+    return [
+      `${greeting}！今日是 **${ctx.dateLine}**。`,
+      '',
+      '欢迎进入 **个人财务中心 · 知识问答**。我是您的财务助手，可以帮您查制度、报销标准、票据要求和常见财务问题。',
+      '',
+      '您可以直接输入问题，或点击下方「猜你想问」快速开始。'
+    ].join('\n')
+  }
+
+  if (entrySource === 'detail' && linkedRequest?.id) {
+    return [
+      `${greeting}！今日是 **${ctx.dateLine}**。`,
+      '',
+      `我已为您打开关联单据 **${linkedRequest.id}**。您可以继续补充票据、核对识别结果，或让我解释待补项与风险。`,
+      '',
+      '如需新建其他报销，也可以直接告诉我费用场景，或上传发票、行程单开始识别。'
+    ].join('\n')
+  }
+
+  return [
+    `${greeting}！今日是 **${ctx.dateLine}**。`,
+    '',
+    '**欢迎来到个人财务中心。** 我是您的财务助手，可以陪您完成票据识别、报销草稿整理、待补项提醒和风险说明。',
+    '',
+    '您可以描述一笔费用、上传票据，或点击下方快捷操作直接开始。'
+  ].join('\n')
+}
+
+function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
+  const ctx = buildWelcomeUserContext(user || {})
+
  if (sessionType === SESSION_TYPE_KNOWLEDGE) {
    return {
      intent: 'welcome',
-      metricLabel: '当前模式',
-      metricValue: '知识问答',
+      metricLabel: '今日',
+      metricValue: ctx.dateLine.split(' ')[0] || '—',
      title: '财务知识问答',
-      summary: '这里适合处理制度解释、报销规则、票据规范和常见财务问题，右侧提供 Top 10 热门问题可直接追问。',
+      summary: `${ctx.honorific}，右侧整理了热门制度问题，点选即可追问；左侧也可直接输入您关心的问题。`,
      agent: null
    }
  }

  return {
    intent: 'welcome',
-    metricLabel: '当前状态',
-    metricValue: '待识别',
-    title: entrySource === 'detail' && linkedRequest?.id ? `已关联 ${linkedRequest.id}` : '等待识别内容',
+    metricLabel: '助手状态',
+    metricValue: '待您吩咐',
+    title: entrySource === 'detail' && linkedRequest?.id ? `已关联 ${linkedRequest.id}` : '个人财务中心',
    summary:
      entrySource === 'detail' && linkedRequest?.id
-        ? '发送消息后会直接结合当前单据上下文识别报销语义，右侧展示已识别内容，主对话区展示待补项和风险提示。'
-        : '请输入费用场景或上传票据，右侧会展示已识别内容，主对话区会提示待补信息和风险注意事项。',
+        ? `${ctx.honorific}，发送消息或上传附件后，我会结合当前单据继续识别并提示待补项。`
+        : `${ctx.honorific}，描述费用场景或上传票据后，我会在右侧展示识别结果，并在对话中提示待补信息与风险。`,
    agent: null
  }
 }

-function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE) {
-  if (sessionType === SESSION_TYPE_KNOWLEDGE) {
-    return '已切换到财务知识问答会话。你可以直接提问制度、报销规则、票据要求或常见财务问题。'
-  }
-
-  return entrySource === 'detail' && linkedRequest?.id
-    ? `已进入财务AI工作台，当前关联单据 ${linkedRequest.id}。请描述费用场景或补充票据。`
-    : '这里是财务AI工作台。你发送的内容会直接进入真实 Orchestrator 和 User Agent。'
+function createWelcomeAssistantMessage(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
+  return createMessage('assistant', buildWelcomeMessage(entrySource, linkedRequest, sessionType, user), [], {
+    assistantName: ASSISTANT_DISPLAY_NAME,
+    isWelcome: true,
+    welcomeQuickActions: buildWelcomeQuickActions(sessionType, user, entrySource, linkedRequest)
+  })
 }

 function resolveInitialSessionType(conversation) {
@@ -1360,7 +1542,8 @@ function buildDraftSavedPayload({
    || String(inlineState?.scene_label || '').trim()
    || String(draftPayload?.title || '').trim()
    || `${typeLabel}报销草稿`
-  const sceneLabel = String(inlineState?.scene_label || summarizeReviewScene(title, typeLabel)).trim() || typeLabel
+  const sceneLabel =
+    String(inlineState?.scene_label || summarizeReviewScene(title, typeLabel, reviewPayload)).trim() || typeLabel
  const attachmentSummary = documents.length
    ? `${documents.length} 条识别票据 / ${documents.length} 份材料`
    : String(inlineState?.attachment_names || '').trim()
@@ -1882,34 +2065,160 @@ function buildReviewIntentText(reviewPayload) {

 function buildReviewSceneValue(reviewPayload) {
  const slotMap = buildReviewSlotMap(reviewPayload)
-  const reason = String(slotMap.reason?.value || slotMap.reason?.raw_value || '').trim()
-  const expenseType = String(slotMap.expense_type?.value || '').trim()
-  return summarizeReviewScene(reason, expenseType)
+  const reason = String(slotMap.reason?.raw_value || slotMap.reason?.value || '').trim()
+  const expenseType = String(slotMap.expense_type?.value || slotMap.expense_type?.normalized_value || '').trim()
+  return inferPresetSceneFromReview(reviewPayload, reason, expenseType)
 }

-function summarizeReviewScene(reason, expenseType = '') {
-  const normalizedReason = String(reason || '').trim()
-  const normalizedExpenseType = String(expenseType || '').trim()
-  const compactReason = normalizedReason.replace(/\s+/g, '')
-
-  if (compactReason) {
-    if (/请客户.*吃饭|客户.*吃饭|招待|宴请/.test(compactReason)) return '请客户吃饭'
-    if (/出差|差旅/.test(compactReason)) return '出差行程'
-    if (/酒店|住宿/.test(compactReason)) return '住宿报销'
-    if (/交通|打车|车费|停车/.test(compactReason)) return '交通出行'
-    if (/会务|会议|参会/.test(compactReason)) return '会务活动'
-    return compactReason.length > 12 ? `${compactReason.slice(0, 12)}...` : compactReason
+function matchPresetSceneFromReason(reason) {
+  const compactReason = String(reason || '').trim().replace(/\s+/g, '')
+  if (!compactReason) {
+    return ''
+  }
+  if (/请客户.*吃饭|客户.*吃饭|招待|宴请|接待|客户接待/.test(compactReason)) {
+    return '请客户吃饭'
+  }
+  if (/出差行程|住宿报销|交通出行|会务活动/.test(compactReason)) {
+    const matchedPreset = REVIEW_SCENE_OPTIONS.find((option) => compactReason.includes(option.replace(/\s+/g, '')))
+    if (matchedPreset && matchedPreset !== REVIEW_SCENE_OTHER_OPTION) {
+      return matchedPreset
+    }
+  }
+  if (/出差|差旅/.test(compactReason)) {
+    return '出差行程'
+  }
+  if (/酒店|住宿/.test(compactReason)) {
+    return '住宿报销'
+  }
+  if (/交通|打车|车费|停车|网约车|出租车|地铁|公交/.test(compactReason)) {
+    return '交通出行'
+  }
+  if (/会务|会议|参会|论坛|展会/.test(compactReason)) {
+    return '会务活动'
+  }
+  return ''
 }

-  if (normalizedExpenseType === '业务招待费') return '请客户吃饭'
-  if (normalizedExpenseType === '差旅费') return '出差行程'
-  if (normalizedExpenseType === '住宿费') return '住宿报销'
-  if (normalizedExpenseType === '交通费') return '交通出行'
-  if (normalizedExpenseType === '会务费') return '会务活动'
-  if (normalizedExpenseType) return normalizedExpenseType
+function mapOcrSceneLabelToPresetScene(sceneLabel, suggestedExpenseType = '') {
+  const fromCode = EXPENSE_CODE_TO_PRESET_SCENE[resolveExpenseTypeCode(suggestedExpenseType)]
+  if (fromCode) {
+    return fromCode
+  }
+
+  const compactLabel = String(sceneLabel || '').trim().replace(/\s+/g, '')
+  if (!compactLabel) {
+    return ''
+  }
+  if (/差旅|出差/.test(compactLabel)) {
+    return '出差行程'
+  }
+  if (/住宿|酒店/.test(compactLabel)) {
+    return '住宿报销'
+  }
+  if (/交通/.test(compactLabel)) {
+    return '交通出行'
+  }
+  if (/招待|餐饮|餐费|伙食/.test(compactLabel)) {
+    return '请客户吃饭'
+  }
+  if (/会务|会议/.test(compactLabel)) {
+    return '会务活动'
+  }
+  return ''
+}
+
+function mapExpenseTypeLabelToPresetScene(expenseType) {
+  const code = resolveExpenseTypeCode(expenseType)
+  if (EXPENSE_CODE_TO_PRESET_SCENE[code]) {
+    return EXPENSE_CODE_TO_PRESET_SCENE[code]
+  }
+
+  const compactLabel = String(expenseType || '').trim().replace(/\s+/g, '')
+  if (!compactLabel) {
+    return ''
+  }
+  if (compactLabel.includes('差旅') || compactLabel.includes('出差')) {
+    return '出差行程'
+  }
+  if (compactLabel.includes('住宿') || compactLabel.includes('酒店')) {
+    return '住宿报销'
+  }
+  if (compactLabel.includes('交通')) {
+    return '交通出行'
+  }
+  if (compactLabel.includes('招待') || compactLabel.includes('餐饮') || compactLabel.includes('伙食')) {
+    return '请客户吃饭'
+  }
+  if (compactLabel.includes('会务') || compactLabel.includes('会议')) {
+    return '会务活动'
+  }
+  return matchPresetSceneFromReason(expenseType)
+}
+
+function inferPresetSceneFromReview(reviewPayload, reasonValue = '', expenseType = '') {
+  const documents = Array.isArray(reviewPayload?.document_cards) ? reviewPayload.document_cards : []
+  if (documents.length) {
+    const votes = new Map()
+    for (const document of documents) {
+      const preset =
+        mapOcrSceneLabelToPresetScene(document.scene_label, document.suggested_expense_type)
+        || mapExpenseTypeLabelToPresetScene(document.suggested_expense_type)
+      if (!preset) {
+        continue
+      }
+      votes.set(preset, (votes.get(preset) || 0) + 1)
+    }
+    if (votes.size) {
+      return [...votes.entries()].sort((left, right) => right[1] - left[1])[0][0]
+    }
+  }
+
+  const claimGroups = Array.isArray(reviewPayload?.claim_groups) ? reviewPayload.claim_groups : []
+  if (claimGroups.length === 1) {
+    const group = claimGroups[0]
+    const preset =
+      mapExpenseTypeLabelToPresetScene(group.expense_type)
+      || mapOcrSceneLabelToPresetScene(group.scene_label, group.expense_type)
+    if (preset) {
+      return preset
+    }
+  }
+
+  const fromReason = matchPresetSceneFromReason(reasonValue)
+  if (fromReason) {
+    return fromReason
+  }
+
+  const fromExpenseType = mapExpenseTypeLabelToPresetScene(expenseType)
+  if (fromExpenseType) {
+    return fromExpenseType
+  }
+
+  if (String(reasonValue || '').trim()) {
+    return REVIEW_SCENE_OTHER_OPTION
+  }
  return '待补充'
 }

+function formatReviewSceneDisplayValue(inlineState) {
+  const scene = String(inlineState?.scene_label || '').trim()
+  if (!scene || scene === '待补充') {
+    return '待补充'
+  }
+  if (scene === REVIEW_SCENE_OTHER_OPTION) {
+    const detail = String(inlineState?.reason_value || '').trim()
+    if (!detail) {
+      return REVIEW_SCENE_OTHER_OPTION
+    }
+    return detail.length > 18 ? `${REVIEW_SCENE_OTHER_OPTION}：${detail.slice(0, 18)}...` : `${REVIEW_SCENE_OTHER_OPTION}：${detail}`
+  }
+  return scene
+}
+
+function summarizeReviewScene(reason, expenseType = '', reviewPayload = null) {
+  return inferPresetSceneFromReview(reviewPayload, reason, expenseType)
+}
+
 function buildInlineReviewState(reviewPayload) {
  const slotMap = buildReviewSlotMap(reviewPayload)
  const editFieldMap = buildReviewEditFieldMap(reviewPayload?.edit_fields)
@@ -1925,8 +2234,9 @@ function buildInlineReviewState(reviewPayload) {
      : 0
  const expenseType = String(editFieldMap.expense_type?.value || slotMap.expense_type?.value || '').trim()
  const reasonValue = String(
-    editFieldMap.reason?.value || slotMap.reason?.value || slotMap.reason?.raw_value || ''
+    editFieldMap.reason?.value || slotMap.reason?.raw_value || slotMap.reason?.value || ''
  ).trim()
+  const sceneLabel = inferPresetSceneFromReview(reviewPayload, reasonValue, expenseType)

  return {
    occurred_date: String(
@@ -1935,8 +2245,11 @@ function buildInlineReviewState(reviewPayload) {
    amount: normalizeAmountValue(
      String(editFieldMap.amount?.value || slotMap.amount?.normalized_value || slotMap.amount?.value || '').trim()
    ),
-    scene_label: summarizeReviewScene(reasonValue, expenseType),
-    reason_value: reasonValue,
+    scene_label: sceneLabel,
+    reason_value:
+      sceneLabel === REVIEW_SCENE_OTHER_OPTION
+        ? reasonValue
+        : String(slotMap.reason?.raw_value || '').trim() || reasonValue,
    customer_name: String(editFieldMap.customer_name?.value || slotMap.customer_name?.value || '').trim(),
    location: String(
      editFieldMap.business_location?.value ||
@@ -2000,7 +2313,7 @@ function buildReviewFactCards(reviewPayload, inlineState = createEmptyInlineRevi
    {
      key: 'scene',
      label: '场景 / 事由',
-      value: String(inlineState.reason_value || inlineState.scene_label || '').trim() || '待补充',
+      value: formatReviewSceneDisplayValue(inlineState),
      icon: 'mdi mdi-silverware-fork-knife',
      editor: 'select',
      modelKey: 'scene_label',
@@ -2524,6 +2837,7 @@ export default {
    const composerSingleDate = ref(formatDateInputValue())
    const composerRangeStartDate = ref(formatDateInputValue())
    const composerRangeEndDate = ref(formatDateInputValue())
+    const composerBusinessTimeTags = ref([])
    const attachedFiles = ref([])
    const composerFilesExpanded = ref(false)
    const submitting = ref(false)
@@ -2584,7 +2898,14 @@ export default {
    let flowTickTimer = 0
    const flowSimulationTimers = []
    const canSubmit = computed(
-      () => !submitting.value && !sessionSwitchBusy.value && Boolean(composerDraft.value.trim() || attachedFiles.value.length)
+      () =>
+        !submitting.value
+        && !sessionSwitchBusy.value
+        && Boolean(
+          composerDraft.value.trim()
+          || attachedFiles.value.length
+          || composerBusinessTimeTags.value.length
+        )
    )
    const composerCanApplyDateSelection = computed(() => {
      if (composerDateMode.value === 'single') {
@@ -2655,8 +2976,8 @@ export default {
            agent: '知识回答'
          }
        : {
-            welcome: '等待输入',
-            agent: '真实智能体'
+            welcome: '财务助手',
+            agent: '处理中'
          }
      return labels[currentInsight.value.intent] ?? 'AI 处理中'
    })
@@ -2780,10 +3101,11 @@ export default {
        sessionType,
        messages: restoredMessages.length
          ? restoredMessages
-          : [createMessage('assistant', buildWelcomeMessage(props.entrySource, linkedRequest.value, sessionType))],
+          : [createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, sessionType, currentUser.value)],
        conversationId: resolveInitialConversationId(conversation),
        draftClaimId: resolveInitialDraftClaimId(conversation),
-        currentInsight: initialInsight || buildWelcomeInsight(props.entrySource, linkedRequest.value, sessionType),
+        currentInsight:
+          initialInsight || buildWelcomeInsight(props.entrySource, linkedRequest.value, sessionType, currentUser.value),
        reviewFilePreviews: restoredReviewFilePreviews,
        composerDraft: '',
        attachedFiles: [],
@@ -2796,10 +3118,17 @@ export default {
    function buildEmptySessionState(sessionType) {
      return {
        sessionType,
-        messages: [createMessage('assistant', buildWelcomeMessage(props.entrySource, linkedRequest.value, sessionType))],
+        messages: [
+          createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, sessionType, currentUser.value)
+        ],
        conversationId: '',
        draftClaimId: '',
-        currentInsight: buildWelcomeInsight(props.entrySource, linkedRequest.value, sessionType),
+        currentInsight: buildWelcomeInsight(
+          props.entrySource,
+          linkedRequest.value,
+          sessionType,
+          currentUser.value
+        ),
        reviewFilePreviews: [],
        composerDraft: '',
        attachedFiles: [],
@@ -2835,10 +3164,24 @@ export default {
      activeSessionType.value = nextState.sessionType || SESSION_TYPE_EXPENSE
      messages.value = Array.isArray(nextState.messages) && nextState.messages.length
        ? nextState.messages
-        : [createMessage('assistant', buildWelcomeMessage(props.entrySource, linkedRequest.value, activeSessionType.value))]
+        : [
+            createWelcomeAssistantMessage(
+              props.entrySource,
+              linkedRequest.value,
+              activeSessionType.value,
+              currentUser.value
+            )
+          ]
      conversationId.value = String(nextState.conversationId || '').trim()
      draftClaimId.value = String(nextState.draftClaimId || '').trim()
-      currentInsight.value = nextState.currentInsight || buildWelcomeInsight(props.entrySource, linkedRequest.value, activeSessionType.value)
+      currentInsight.value =
+        nextState.currentInsight
+        || buildWelcomeInsight(
+          props.entrySource,
+          linkedRequest.value,
+          activeSessionType.value,
+          currentUser.value
+        )
      reviewFilePreviews.value = Array.isArray(nextState.reviewFilePreviews) ? nextState.reviewFilePreviews : []
      composerDraft.value = String(nextState.composerDraft || '')
      attachedFiles.value = Array.isArray(nextState.attachedFiles) ? nextState.attachedFiles : []
@@ -2981,6 +3324,7 @@ export default {
    )

    onMounted(() => {
+      document.addEventListener('click', handleComposerDatePickerOutside)
      flowTickTimer = window.setInterval(() => {
        flowTick.value = Date.now()
      }, 250)
@@ -2988,7 +3332,9 @@ export default {
        workbenchVisible.value = true
      })
      void clearKnowledgeSessionOnEntry()
-      currentInsight.value = currentInsight.value || buildWelcomeInsight(props.entrySource, linkedRequest.value, activeSessionType.value)
+      currentInsight.value =
+        currentInsight.value
+        || buildWelcomeInsight(props.entrySource, linkedRequest.value, activeSessionType.value, currentUser.value)
      if (props.initialPrompt?.trim() || props.initialFiles.length) {
        const initialMerge = mergeFilesWithLimit([], Array.from(props.initialFiles), MAX_ATTACHMENTS)
        composerDraft.value = props.initialPrompt.trim()
@@ -3007,6 +3353,7 @@ export default {
    })

    onBeforeUnmount(() => {
+      document.removeEventListener('click', handleComposerDatePickerOutside)
      if (flowTickTimer) {
        window.clearInterval(flowTickTimer)
      }
@@ -3036,16 +3383,18 @@ export default {
    function adjustComposerTextareaHeight() {
      if (!composerTextareaRef.value) return

-      composerTextareaRef.value.style.height = 'auto'
-      const styles = window.getComputedStyle(composerTextareaRef.value)
-      const lineHeight = Number.parseFloat(styles.lineHeight) || 24
+      const textarea = composerTextareaRef.value
+      textarea.style.height = 'auto'
+      const styles = window.getComputedStyle(textarea)
+      const lineHeight = Number.parseFloat(styles.lineHeight) || 20
      const verticalPadding =
        Number.parseFloat(styles.paddingTop || '0') + Number.parseFloat(styles.paddingBottom || '0')
+      const minHeight = COMPOSER_TEXTAREA_HEIGHT
      const maxHeight = lineHeight * COMPOSER_MAX_ROWS + verticalPadding
+      const nextHeight = Math.max(minHeight, Math.min(textarea.scrollHeight, maxHeight))

-      composerTextareaRef.value.style.height = `${Math.min(composerTextareaRef.value.scrollHeight, maxHeight)}px`
-      composerTextareaRef.value.style.overflowY =
-        composerTextareaRef.value.scrollHeight > maxHeight ? 'auto' : 'hidden'
+      textarea.style.height = `${nextHeight}px`
+      textarea.style.overflowY = textarea.scrollHeight > maxHeight ? 'auto' : 'hidden'
    }

    function handleComposerInput() {
@@ -3368,14 +3717,52 @@ export default {
      return formatFlowDuration(step?.durationMs)
    }

-    function buildComposerDateSelectionText() {
+    function buildComposerBusinessTimeLabel() {
      if (composerDateMode.value === 'single') {
-        return `发生时间：${composerSingleDate.value}`
+        return `业务发生时间:${composerSingleDate.value}`
      }
      if (composerRangeStartDate.value === composerRangeEndDate.value) {
-        return `发生时间：${composerRangeStartDate.value}`
+        return `业务发生时间:${composerRangeStartDate.value}`
      }
-      return `发生时间：${composerRangeStartDate.value} 至 ${composerRangeEndDate.value}`
+      return `业务发生时间:${composerRangeStartDate.value} 至 ${composerRangeEndDate.value}`
+    }
+
+    function resolveComposerSubmitText(explicitRawText) {
+      const draftPart = String(explicitRawText ?? composerDraft.value).trim()
+      const tagPart = composerBusinessTimeTags.value.map((item) => item.label).join('，')
+      if (!tagPart) {
+        return draftPart
+      }
+      if (!draftPart) {
+        return tagPart
+      }
+      return `${tagPart}，${draftPart}`
+    }
+
+    function toggleComposerDatePicker() {
+      composerDatePickerOpen.value = !composerDatePickerOpen.value
+    }
+
+    function closeComposerDatePicker() {
+      composerDatePickerOpen.value = false
+    }
+
+    function setComposerDateMode(mode) {
+      composerDateMode.value = mode === 'range' ? 'range' : 'single'
+    }
+
+    function removeComposerBusinessTimeTag(tagId) {
+      composerBusinessTimeTags.value = composerBusinessTimeTags.value.filter((item) => item.id !== tagId)
+    }
+
+    function handleComposerDatePickerOutside(event) {
+      if (!composerDatePickerOpen.value) {
+        return
+      }
+      if (event.target instanceof Element && event.target.closest('.composer-date-anchor')) {
+        return
+      }
+      composerDatePickerOpen.value = false
    }

    async function applyComposerDateSelection() {
@@ -3383,9 +3770,12 @@ export default {
        return
      }

-      const dateText = buildComposerDateSelectionText()
-      const currentDraft = composerDraft.value.trim()
-      composerDraft.value = currentDraft ? `${currentDraft}，${dateText}` : dateText
+      composerBusinessTimeTags.value = [
+        {
+          id: `biz-time-${Date.now()}`,
+          label: buildComposerBusinessTimeLabel()
+        }
+      ]
      composerDatePickerOpen.value = false
      await nextTick()
      adjustComposerTextareaHeight()
@@ -4016,7 +4406,7 @@ export default {
    async function submitComposer(options = {}) {
      if (sessionSwitchBusy.value) return null

-      const rawText = String(options.rawText ?? composerDraft.value).trim()
+      const rawText = resolveComposerSubmitText(options.rawText).trim()
      const systemGenerated = Boolean(options.systemGenerated)
      const resolvedUploadDisposition =
        String(options.uploadDisposition || '').trim() ||
@@ -4084,6 +4474,7 @@ export default {
      messages.value.push(pendingMessage)

      composerDraft.value = ''
+      composerBusinessTimeTags.value = []
      clearAttachedFiles()
      if (fileInputRef.value) {
        fileInputRef.value.value = ''
@@ -4478,6 +4869,7 @@ export default {

    return {
      emit,
+      ASSISTANT_DISPLAY_NAME,
      aiAvatar,
      userAvatar,
      fileInputRef,
@@ -4489,7 +4881,12 @@ export default {
      composerSingleDate,
      composerRangeStartDate,
      composerRangeEndDate,
+      composerBusinessTimeTags,
      composerCanApplyDateSelection,
+      toggleComposerDatePicker,
+      closeComposerDatePicker,
+      setComposerDateMode,
+      removeComposerBusinessTimeTag,
      flowPanelOpen,
      flowSteps,
      flowRunId,
@@ -4604,6 +5001,7 @@ export default {
      handleComposerInput,
      handleComposerEnter,
      runShortcut,
+      runWelcomeQuickAction: runShortcut,
      askHotKnowledgeQuestion,
      resolveKnowledgeRankLabel,
      resolveKnowledgeRankTone,