feat: 重构报销单AI预审流程并添加平台风险规则引擎

- 将AI验审改为AI预审，高风险不再拦截而是随单流转给审批人复核 - 新增平台风险规则评估引擎，支持事由过短、票据异常、重复发票等多种评估器 - 用户上下文增加部门信息(department_name)，认证流程同步关联组织架构 - 规则scenario_json改为中文标签(差旅/费用科目)，统一场景分类 - 新增orchestrator审核流程测试用例 - 前端更新审计视图、差旅报销等相关页面
2026-05-20 09:36:01 +08:00
parent 2574bc81d1
commit 57957d11a0
23 changed files with 2109 additions and 553 deletions
--- a/server/src/app/api/deps.py
+++ b/server/src/app/api/deps.py
@@ -22,6 +22,7 @@ class CurrentUserContext:
    name: str
    role_codes: list[str]
    is_admin: bool
+    department_name: str = ""


 def get_current_user(
@@ -41,6 +42,10 @@ def get_current_user(
        str | None,
        Header(description="是否管理员，支持 `true/false/1/0`。"),
    ] = None,
+    x_auth_department: Annotated[
+        str | None,
+        Header(description="当前登录人的所属部门。"),
+    ] = None,
 ) -> CurrentUserContext:
    role_codes = [item.strip() for item in (x_auth_role_codes or "").split(",") if item.strip()]
    is_admin = str(x_auth_is_admin or "").strip().lower() in {"1", "true", "yes", "on"}
@@ -59,6 +64,7 @@ def get_current_user(
        name=name or username,
        role_codes=role_codes,
        is_admin=is_admin,
+        department_name=(x_auth_department or "").strip(),
    )


--- a/server/src/app/schemas/auth.py
+++ b/server/src/app/schemas/auth.py
@@ -12,6 +12,8 @@ class AuthUserRead(BaseModel):
    username: str
    name: str
    role: str
+    department: str = ""
+    departmentName: str = ""
    position: str = ""
    grade: str = ""
    roleCodes: list[str] = Field(default_factory=list)
--- a/server/src/app/services/agent_foundation.py
+++ b/server/src/app/services/agent_foundation.py
@@ -96,6 +96,8 @@ LEGACY_RULE_CODES = (
 ATTACHMENT_RULE_ASSET_CODE = "rule.expense.attachment_submission_requirements"
 COMPANY_TRAVEL_RULE_VERSION = "v1.0.0"
 COMPANY_COMMUNICATION_RULE_VERSION = "v1.0.0"
+COMPANY_TRAVEL_RULE_SCENARIO_JSON = ("差旅",)
+COMPANY_COMMUNICATION_RULE_SCENARIO_JSON = ("费用科目",)

 ATTACHMENT_RULE_RUNTIME_CONFIG = {
    "kind": "policy_rule_draft",
@@ -271,7 +273,7 @@ class AgentFoundationService:
            name="公司差旅费报销规则",
            description="通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。",
            domain=AgentAssetDomain.EXPENSE.value,
-            scenario_json=["expense", "travel_policy", "travel_standard"],
+            scenario_json=list(COMPANY_TRAVEL_RULE_SCENARIO_JSON),
            owner="财务制度管理组",
            reviewer="顾承宇",
            status=AgentAssetStatus.ACTIVE.value,
@@ -284,6 +286,8 @@ class AgentFoundationService:
                "tag": "财务规则",
                "detail_mode": "spreadsheet",
                "rule_library": FINANCE_RULES_LIBRARY,
+                "scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
+                "ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
                "rule_template_label": "差旅报销 Excel 模板",
            },
        )
@@ -294,7 +298,7 @@ class AgentFoundationService:
            name="公司通信费报销规则",
            description="通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。",
            domain=AgentAssetDomain.EXPENSE.value,
-            scenario_json=["expense", "communication_expense", "expense_standard"],
+            scenario_json=list(COMPANY_COMMUNICATION_RULE_SCENARIO_JSON),
            owner="财务制度管理组",
            reviewer="顾承宇",
            status=AgentAssetStatus.ACTIVE.value,
@@ -307,6 +311,8 @@ class AgentFoundationService:
                "tag": "财务规则",
                "detail_mode": "spreadsheet",
                "rule_library": FINANCE_RULES_LIBRARY,
+                "scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
+                "ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
                "rule_template_label": "通信费报销 Excel 模板",
            },
        )
@@ -1270,7 +1276,7 @@ class AgentFoundationService:
                name="公司差旅费报销规则",
                description="通过 Excel 明细表维护差旅费报销标准、票据要求和审批口径。",
                domain=AgentAssetDomain.EXPENSE.value,
-                scenario_json=["expense", "travel_policy", "travel_standard"],
+                scenario_json=list(COMPANY_TRAVEL_RULE_SCENARIO_JSON),
                owner="财务制度管理组",
                reviewer="顾承宇",
                status=AgentAssetStatus.ACTIVE.value,
@@ -1280,6 +1286,8 @@ class AgentFoundationService:
                    "enabled": True,
                    "tag": "财务规则",
                    "detail_mode": "spreadsheet",
+                    "scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
+                    "ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
                    "rule_template_label": "差旅报销 Excel 模板",
                },
            )
@@ -1290,7 +1298,7 @@ class AgentFoundationService:
                name="公司通信费报销规则",
                description="通过 Excel 明细表维护员工通信费报销标准、专项补充口径和审批要求。",
                domain=AgentAssetDomain.EXPENSE.value,
-                scenario_json=["expense", "communication_expense", "expense_standard"],
+                scenario_json=list(COMPANY_COMMUNICATION_RULE_SCENARIO_JSON),
                owner="财务制度管理组",
                reviewer="顾承宇",
                status=AgentAssetStatus.ACTIVE.value,
@@ -1300,11 +1308,14 @@ class AgentFoundationService:
                    "enabled": True,
                    "tag": "财务规则",
                    "detail_mode": "spreadsheet",
+                    "scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
+                    "ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
                    "rule_template_label": "通信费报销 Excel 模板",
                },
            )

        if company_travel_rule is not None:
+            company_travel_rule.scenario_json = list(COMPANY_TRAVEL_RULE_SCENARIO_JSON)
            if not str(company_travel_rule.current_version or "").strip():
                company_travel_rule.current_version = COMPANY_TRAVEL_RULE_VERSION
            if not str(company_travel_rule.working_version or "").strip():
@@ -1321,6 +1332,8 @@ class AgentFoundationService:
                "tag": "财务规则",
                "detail_mode": "spreadsheet",
                "rule_library": FINANCE_RULES_LIBRARY,
+                "scenario_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
+                "ai_review_category": COMPANY_TRAVEL_RULE_SCENARIO_JSON[0],
                "rule_template_label": "差旅报销 Excel 模板",
            }
            company_travel_rule_meta = self._ensure_company_travel_rule_spreadsheet_seed(
@@ -1351,6 +1364,7 @@ class AgentFoundationService:
                )

        if company_communication_rule is not None:
+            company_communication_rule.scenario_json = list(COMPANY_COMMUNICATION_RULE_SCENARIO_JSON)
            if not str(company_communication_rule.current_version or "").strip():
                company_communication_rule.current_version = COMPANY_COMMUNICATION_RULE_VERSION
            if not str(company_communication_rule.working_version or "").strip():
@@ -1367,6 +1381,8 @@ class AgentFoundationService:
                "tag": "财务规则",
                "detail_mode": "spreadsheet",
                "rule_library": FINANCE_RULES_LIBRARY,
+                "scenario_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
+                "ai_review_category": COMPANY_COMMUNICATION_RULE_SCENARIO_JSON[0],
                "rule_template_label": "通信费报销 Excel 模板",
            }
            company_communication_rule_meta = self._ensure_company_communication_rule_spreadsheet_seed(
--- a/server/src/app/services/auth.py
+++ b/server/src/app/services/auth.py
@@ -31,6 +31,7 @@ class AuthenticatedUser:
    username: str
    name: str
    role: str
+    department: str
    position: str
    grade: str
    role_codes: list[str]
@@ -78,6 +79,7 @@ class AuthService:
            username=admin_username or admin_email,
            name=display_name,
            role="管理员",
+            department="",
            position="系统管理员",
            grade="",
            role_codes=["manager"],
@@ -94,7 +96,7 @@ class AuthService:

        stmt = (
            select(Employee)
-            .options(selectinload(Employee.roles))
+            .options(selectinload(Employee.organization_unit), selectinload(Employee.roles))
            .where(func.lower(Employee.email) == identifier.lower())
        )
        employee = self.db.execute(stmt).scalars().first()
@@ -120,6 +122,7 @@ class AuthService:
            username=employee.email,
            name=employee.name,
            role=ROLE_LABELS.get(primary_role_code, "使用者"),
+            department=employee.organization_unit.name if employee.organization_unit is not None else "",
            position=employee.position,
            grade=employee.grade,
            role_codes=role_codes or ["user"],
@@ -134,6 +137,8 @@ class AuthService:
            username=user.username,
            name=user.name,
            role=user.role,
+            department=user.department,
+            departmentName=user.department,
            position=user.position,
            grade=user.grade,
            roleCodes=user.role_codes,
--- a/server/src/app/services/expense_claims.py
+++ b/server/src/app/services/expense_claims.py
--- a/server/src/app/services/ontology.py
+++ b/server/src/app/services/ontology.py
@@ -122,6 +122,8 @@ RISK_KEYWORDS = ("风险", "异常", "重复", "超标", "超预算", "逾期",
 DRAFT_KEYWORDS = ("生成", "草稿", "起草", "拟一份", "创建", "发起", "准备")
 DRAFT_FOLLOW_UP_KEYWORDS = (
    "继续",
+    "下一步",
+    "核对",
    "补充",
    "补一下",
    "修改",
@@ -138,6 +140,13 @@ DRAFT_FOLLOW_UP_KEYWORDS = (
    "日期是",
    "时间是",
 )
+EXPENSE_REVIEW_ACTIONS = {
+    "save_draft",
+    "next_step",
+    "edit_review",
+    "link_to_existing_draft",
+    "create_new_claim_from_documents",
+}
 OPERATE_KEYWORDS = (
    "直接付款",
    "帮我付款",
@@ -641,6 +650,11 @@ class SemanticOntologyService:
        value = str(context_json.get("conversation_scenario") or "").strip()
        if value in CONTEXTUAL_SCENARIOS:
            return value
+        review_action = str(context_json.get("review_action") or "").strip()
+        if review_action in EXPENSE_REVIEW_ACTIONS:
+            return "expense"
+        if str(context_json.get("draft_claim_id") or "").strip():
+            return "expense"
        return None

    @staticmethod
@@ -739,6 +753,9 @@ class SemanticOntologyService:
    ) -> bool:
        context_scenario = self._resolve_context_scenario(context_json)
        draft_claim_id = str(context_json.get("draft_claim_id") or "").strip()
+        review_action = str(context_json.get("review_action") or "").strip()
+        if review_action in EXPENSE_REVIEW_ACTIONS:
+            return True
        if context_scenario != "expense" and not draft_claim_id:
            return False

@@ -1682,7 +1699,8 @@ class SemanticOntologyService:
    ) -> bool:
        if scenario != "expense" or intent != "draft":
            return False
-        return str(context_json.get("review_action") or "").strip() == "save_draft"
+        review_action = str(context_json.get("review_action") or "").strip()
+        return review_action in EXPENSE_REVIEW_ACTIONS

    @staticmethod
    def _display_slot_label(slot: str) -> str:
--- a/server/src/app/services/orchestrator.py
+++ b/server/src/app/services/orchestrator.py
@@ -173,8 +173,10 @@ class OrchestratorService:
                task_asset=task_asset,
            )
            selected_capability_codes = self._flatten_capability_codes(capabilities)
+            is_expense_review_action = self._is_expense_review_action(context_json)
            requires_confirmation = (
                ontology.permission.level == AgentPermissionLevel.APPROVAL_REQUIRED.value
+                and not is_expense_review_action
            )

            route_json = {
@@ -526,7 +528,11 @@ class OrchestratorService:
                failed_tool_count=1 if degraded else 0,
            )

-        next_step = self._resolve_next_step(ontology, payload.source)
+        next_step = self._resolve_next_step(
+            ontology,
+            payload.source,
+            context_json=context_json,
+        )
        if next_step == "query_database":
            tool_payload, degraded = self._invoke_tool(
                run_id=run_id,
@@ -662,7 +668,7 @@ class OrchestratorService:
            "degraded": True,
        }

-        if ontology.scenario == "expense":
+        if ontology.scenario == "expense" or self._is_expense_review_action(context_json):
            tool_type = AgentToolType.DATABASE.value
            tool_name = "database.expense_claims.save_or_submit"
            executor = lambda: self.expense_claim_service.save_or_submit_from_ontology(
@@ -782,7 +788,14 @@ class OrchestratorService:
        )

    @staticmethod
-    def _resolve_next_step(ontology: OntologyParseResult, source: str) -> str:
+    def _resolve_next_step(
+        ontology: OntologyParseResult,
+        source: str,
+        *,
+        context_json: dict[str, Any] | None = None,
+    ) -> str:
+        if OrchestratorService._is_expense_review_action(context_json or {}):
+            return "create_draft"
        if ontology.clarification_required:
            return "ask_clarification"
        if ontology.intent == "draft":
@@ -795,6 +808,17 @@ class OrchestratorService:
            return "query_database"
        return "create_draft"

+    @staticmethod
+    def _is_expense_review_action(context_json: dict[str, Any]) -> bool:
+        review_action = str((context_json or {}).get("review_action") or "").strip()
+        return review_action in {
+            "save_draft",
+            "next_step",
+            "edit_review",
+            "link_to_existing_draft",
+            "create_new_claim_from_documents",
+        }
+
    @staticmethod
    def _flatten_capability_codes(
        capabilities: dict[str, list[AgentAssetListItem | AgentAssetRead]],
--- a/server/src/app/services/user_agent.py
+++ b/server/src/app/services/user_agent.py
@@ -255,7 +255,7 @@ class UserAgentService:
        query_payload = self._build_query_payload(payload)
        draft_payload = (
            self._build_draft_payload(payload)
-            if payload.ontology.intent == "draft"
+            if self._should_build_draft_payload(payload)
            else None
        )
        review_payload = self._build_review_payload(
@@ -1683,7 +1683,10 @@ class UserAgentService:
        if not risk_flags and not platform_messages:
            return "当前未识别到明确风险标签，建议继续查看原始明细或补充更多上下文。"

-        reasons = [RISK_REASON_MAP.get(flag, f"{flag} 需要人工进一步确认。") for flag in risk_flags]
+        reasons = [
+            f"{flag}：{RISK_REASON_MAP.get(flag, f'{flag} 需要人工进一步确认。')}"
+            for flag in risk_flags
+        ]
        if platform_messages:
            reasons.extend(platform_messages)
        citation_text = (
@@ -1764,6 +1767,17 @@ class UserAgentService:
            approval_stage=approval_stage,
        )

+    @staticmethod
+    def _should_build_draft_payload(payload: UserAgentRequest) -> bool:
+        if payload.ontology.intent == "draft":
+            return True
+        if payload.ontology.scenario != "expense":
+            return False
+        return any(
+            str(payload.tool_payload.get(key) or "").strip()
+            for key in ("claim_id", "claim_no", "status")
+        )
+
    def _build_suggested_actions(
        self,
        payload: UserAgentRequest,
@@ -1868,6 +1882,7 @@ class UserAgentService:
            payload,
            slot_cards=slot_cards,
        )
+        submission_blocked = bool(payload.tool_payload.get("submission_blocked"))
        risk_briefs = self._build_review_risk_briefs(
            payload,
            citations=citations,
@@ -1877,7 +1892,7 @@ class UserAgentService:
        association_choice_pending = self._is_review_association_choice_pending(payload)
        can_proceed = (
            False
-            if association_choice_pending
+            if association_choice_pending or submission_blocked
            else self._can_proceed_review(
                payload,
                missing_slot_keys=missing_slot_keys,
@@ -2157,6 +2172,15 @@ class UserAgentService:
        claim_groups: list[UserAgentReviewClaimGroup],
    ) -> list[UserAgentReviewRiskBrief]:
        briefs: list[UserAgentReviewRiskBrief] = []
+        for reason in self._resolve_submission_blocked_reasons(payload):
+            briefs.append(
+                UserAgentReviewRiskBrief(
+                    title="AI预审未通过",
+                    level="high",
+                    content=reason,
+                )
+            )
+
        employee_name = self._collect_entity_values(payload).get("employee_name") or str(
            payload.context_json.get("name") or ""
        ).strip()
@@ -2229,6 +2253,36 @@ class UserAgentService:

        return briefs[:4]

+    @staticmethod
+    def _resolve_submission_blocked_reasons(payload: UserAgentRequest) -> list[str]:
+        raw_reasons = payload.tool_payload.get("submission_blocked_reasons")
+        if raw_reasons is None:
+            raw_reasons = payload.tool_payload.get("missing_fields")
+
+        reasons: list[str] = []
+        if isinstance(raw_reasons, list):
+            reasons.extend(str(item or "").strip() for item in raw_reasons)
+        elif isinstance(raw_reasons, str):
+            reasons.extend(
+                item.strip()
+                for item in re.split(r"[；;\n]+", raw_reasons)
+                if item.strip()
+            )
+
+        if not reasons:
+            message = str(payload.tool_payload.get("message") or "").strip()
+            prefix = "提交前请先补全信息："
+            if message.startswith(prefix):
+                message = message[len(prefix):].strip()
+            if message:
+                reasons.extend(
+                    item.strip()
+                    for item in re.split(r"[；;\n]+", message)
+                    if item.strip() and not item.strip().startswith("AI预审暂未通过")
+                )
+
+        return list(dict.fromkeys(reason for reason in reasons if reason))
+
    def _build_review_confirmation_actions(
        self,
        payload: UserAgentRequest,
@@ -2383,6 +2437,16 @@ class UserAgentService:
                stage_text = draft_payload.approval_stage or "审批中"
                return f"报销单 {draft_payload.claim_no or ''} 已提交，当前节点为 {stage_text}。".strip()
            if payload.tool_payload.get("submission_blocked"):
+                reasons = self._resolve_submission_blocked_reasons(payload)
+                if reasons:
+                    reason_lines = "\n".join(
+                        f"{index}. {reason}" for index, reason in enumerate(reasons, start=1)
+                    )
+                    return (
+                        "AI预审暂未通过，所以还没有提交到审批人。\n"
+                        f"{reason_lines}\n"
+                        "请先处理以上项目；处理完成后再点继续下一步。"
+                    )
                return str(payload.tool_payload.get("message") or "").strip() or "当前报销单暂时还不能提交审批。"
            return (
                f"{self._build_review_intent_summary(payload, slot_cards=review_payload.slot_cards, claim_groups=review_payload.claim_groups)} "
--- a/server/tests/test_agent_asset_service.py
+++ b/server/tests/test_agent_asset_service.py
@@ -30,7 +30,9 @@ from app.schemas.agent_asset import (
    AgentAssetVersionCreate,
 )
 from app.services.agent_asset_spreadsheet import (
+    COMPANY_COMMUNICATION_EXPENSE_RULE_CODE,
    COMPANY_COMMUNICATION_EXPENSE_RULE_FILENAME,
+    COMPANY_TRAVEL_EXPENSE_RULE_CODE,
    COMPANY_TRAVEL_EXPENSE_RULE_FILENAME,
    FINANCE_RULES_LIBRARY,
 )
@@ -145,6 +147,26 @@ def test_agent_asset_service_seeds_all_foundation_asset_types() -> None:
        assert len(service.list_assets(asset_type=AgentAssetType.TASK.value)) >= 3


+def test_finance_rules_use_risk_rule_scenario_categories() -> None:
+    with build_session() as db:
+        service = AgentAssetService(db)
+
+        rules = service.list_assets(asset_type=AgentAssetType.RULE.value)
+        travel_rule = next(item for item in rules if item.code == COMPANY_TRAVEL_EXPENSE_RULE_CODE)
+        communication_rule = next(
+            item for item in rules if item.code == COMPANY_COMMUNICATION_EXPENSE_RULE_CODE
+        )
+        travel_config = travel_rule.config_json or {}
+        communication_config = communication_rule.config_json or {}
+
+        assert travel_rule.scenario_json == ["差旅"]
+        assert travel_config["scenario_category"] == "差旅"
+        assert travel_config["ai_review_category"] == "差旅"
+        assert communication_rule.scenario_json == ["费用科目"]
+        assert communication_config["scenario_category"] == "费用科目"
+        assert communication_config["ai_review_category"] == "费用科目"
+
+
 def test_agent_asset_service_can_activate_rule_after_review() -> None:
    with build_session() as db:
        service = AgentAssetService(db)
--- a/server/tests/test_expense_claim_service.py
+++ b/server/tests/test_expense_claim_service.py
@@ -11,6 +11,7 @@ from app.api.deps import CurrentUserContext
 from app.db.base import Base
 from app.models.employee import Employee
 from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
+from app.models.organization import OrganizationUnit
 from app.schemas.ontology import OntologyParseRequest
 from app.schemas.ocr import OcrRecognizeBatchRead, OcrRecognizeDocumentRead
 from app.schemas.reimbursement import ExpenseClaimItemCreate, ExpenseClaimItemUpdate
@@ -76,6 +77,16 @@ def test_validate_claim_for_submission_allows_office_claim_without_location() ->
    assert not any("缺少地点" in item for item in issues)


+def test_validate_claim_for_submission_allows_transport_claim_without_location() -> None:
+    service = ExpenseClaimService.__new__(ExpenseClaimService)
+    claim = build_claim(expense_type="transport", location="待补充")
+
+    issues = service._validate_claim_for_submission(claim)
+
+    assert "业务地点未完善" not in issues
+    assert not any("缺少地点" in item for item in issues)
+
+
 def test_validate_claim_for_submission_still_requires_location_for_travel_claim() -> None:
    service = ExpenseClaimService.__new__(ExpenseClaimService)
    claim = build_claim(expense_type="travel", location="待补充")
@@ -666,7 +677,54 @@ def test_submit_claim_runs_ai_review_and_routes_to_direct_manager() -> None:
        assert submitted.submitted_at is not None


-def test_submit_claim_blocks_high_risk_attachment_at_ai_review(monkeypatch, tmp_path) -> None:
+def test_submit_claim_backfills_department_from_current_employee() -> None:
+    current_user = CurrentUserContext(
+        username="emp-dept@example.com",
+        name="张三",
+        role_codes=[],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        department = OrganizationUnit(
+            unit_code="D7200",
+            name="销售部",
+        )
+        manager = Employee(
+            employee_no="E7200",
+            name="李经理",
+            email="manager-dept@example.com",
+        )
+        employee = Employee(
+            employee_no="E7201",
+            name="张三",
+            email="emp-dept@example.com",
+            organization_unit=department,
+            manager=manager,
+        )
+        claim = build_claim(expense_type="transport", location="待补充")
+        claim.employee = None
+        claim.employee_id = None
+        claim.employee_name = "张三"
+        claim.department_id = None
+        claim.department_name = "待补充"
+        claim.items[0].item_location = "待补充"
+        db.add_all([department, manager, employee, claim])
+        db.commit()
+
+        submitted = ExpenseClaimService(db).submit_claim(claim.id, current_user)
+
+        assert submitted is not None
+        assert submitted.status == "submitted"
+        assert submitted.department_id == department.id
+        assert submitted.department_name == "销售部"
+        assert submitted.approval_stage == "直属领导审批"
+
+
+def test_submit_claim_routes_high_risk_attachment_to_approval_with_review_flag(
+    monkeypatch,
+    tmp_path,
+) -> None:
    current_user = CurrentUserContext(
        username="emp-risk@example.com",
        name="张三",
@@ -732,16 +790,19 @@ def test_submit_claim_blocks_high_risk_attachment_at_ai_review(monkeypatch, tmp_
        submitted = service.submit_claim(claim.id, current_user)

        assert submitted is not None
-        assert submitted.status == "supplement"
-        assert submitted.approval_stage == "待补充"
-        assert submitted.submitted_at is None
+        assert submitted.status == "submitted"
+        assert submitted.approval_stage == "直属领导审批"
+        assert submitted.submitted_at is not None
        assert any(
            isinstance(flag, dict) and str(flag.get("source") or "").strip() == "submission_review"
            for flag in list(submitted.risk_flags_json or [])
        )


-def test_submit_claim_blocks_travel_route_mismatch_without_explanation(monkeypatch, tmp_path) -> None:
+def test_submit_claim_routes_travel_route_mismatch_to_approval_with_review_flag(
+    monkeypatch,
+    tmp_path,
+) -> None:
    current_user = CurrentUserContext(
        username="emp-travel@example.com",
        name="张三",
@@ -876,8 +937,8 @@ def test_submit_claim_blocks_travel_route_mismatch_without_explanation(monkeypat
        submitted = service.submit_claim(claim.id, current_user)

        assert submitted is not None
-        assert submitted.status == "supplement"
-        assert submitted.approval_stage == "待补充"
+        assert submitted.status == "submitted"
+        assert submitted.approval_stage == "直属领导审批"
        assert any(
            isinstance(flag, dict)
            and str(flag.get("source") or "").strip() == "submission_review"
@@ -889,7 +950,10 @@ def test_submit_claim_blocks_travel_route_mismatch_without_explanation(monkeypat
        )


-def test_submit_claim_blocks_hotel_amount_over_travel_policy_without_explanation(monkeypatch, tmp_path) -> None:
+def test_submit_claim_routes_hotel_amount_over_travel_policy_to_approval_with_review_flag(
+    monkeypatch,
+    tmp_path,
+) -> None:
    current_user = CurrentUserContext(
        username="emp-hotel@example.com",
        name="张三",
@@ -1024,8 +1088,8 @@ def test_submit_claim_blocks_hotel_amount_over_travel_policy_without_explanation
        submitted = service.submit_claim(claim.id, current_user)

        assert submitted is not None
-        assert submitted.status == "supplement"
-        assert submitted.approval_stage == "待补充"
+        assert submitted.status == "submitted"
+        assert submitted.approval_stage == "直属领导审批"
        assert any(
            isinstance(flag, dict)
            and str(flag.get("source") or "").strip() == "submission_review"
--- a/server/tests/test_ontology_service.py
+++ b/server/tests/test_ontology_service.py
@@ -310,7 +310,9 @@ def test_semantic_ontology_service_keeps_travel_amount_follow_up_in_knowledge_qu
        assert result.clarification_required is False


-def test_semantic_ontology_service_rejects_draft_intent_inside_knowledge_session(monkeypatch) -> None:
+def test_semantic_ontology_service_rejects_draft_intent_inside_knowledge_session(
+    monkeypatch,
+) -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
        service = SemanticOntologyService(db)
@@ -348,6 +350,28 @@ def test_semantic_ontology_service_rejects_draft_intent_inside_knowledge_session
        assert result.clarification_question is None


+def test_review_next_step_context_inherits_expense_draft_flow() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="我已核对右侧识别结果，请进入下一步。",
+                user_id="pytest",
+                context_json={
+                    "review_action": "next_step",
+                    "draft_claim_id": "claim-1",
+                    "attachment_count": 1,
+                },
+            )
+        )
+
+        assert result.scenario == "expense"
+        assert result.intent == "draft"
+        assert result.permission.level == "draft_write"
+        assert result.clarification_required is False
+        assert result.clarification_question is None
+
+
 def test_semantic_ontology_service_prefers_expense_for_customer_entertainment_narrative() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
--- a/server/tests/test_orchestrator_review_flow.py
+++ b/server/tests/test_orchestrator_review_flow.py
@@ -0,0 +1,175 @@
+from __future__ import annotations
+
+from datetime import UTC, date, datetime
+from decimal import Decimal
+
+from sqlalchemy import create_engine
+from sqlalchemy.orm import Session, sessionmaker
+from sqlalchemy.pool import StaticPool
+
+from app.db.base import Base
+from app.models.employee import Employee
+from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
+from app.schemas.orchestrator import OrchestratorRequest
+from app.services.orchestrator import OrchestratorService
+
+
+def build_session_factory() -> sessionmaker[Session]:
+    engine = create_engine(
+        "sqlite+pysqlite:///:memory:",
+        connect_args={"check_same_thread": False},
+        poolclass=StaticPool,
+    )
+    Base.metadata.create_all(bind=engine)
+    return sessionmaker(bind=engine, autoflush=False, autocommit=False)
+
+
+def test_review_next_step_run_submits_existing_claim_and_returns_draft_payload(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        manager = Employee(
+            employee_no="E9000",
+            name="李经理",
+            email="manager-next@example.com",
+        )
+        employee = Employee(
+            employee_no="E9001",
+            name="张三",
+            email="emp-next@example.com",
+            manager=manager,
+        )
+        claim = ExpenseClaim(
+            id="claim-next-step",
+            claim_no="EXP-202605-001",
+            employee=employee,
+            employee_id=employee.id,
+            employee_name="张三",
+            department_name="销售部",
+            expense_type="office",
+            reason="采购办公用品",
+            location="上海",
+            amount=Decimal("128.00"),
+            currency="CNY",
+            invoice_count=1,
+            occurred_at=datetime(2026, 5, 20, 9, 0, tzinfo=UTC),
+            status="draft",
+            approval_stage="待提交",
+            items=[
+                ExpenseClaimItem(
+                    item_date=date(2026, 5, 20),
+                    item_type="office",
+                    item_reason="采购办公用品",
+                    item_location="上海",
+                    item_amount=Decimal("128.00"),
+                    invoice_id="office-invoice.png",
+                )
+            ],
+        )
+        db.add_all([manager, employee, claim])
+        db.commit()
+
+        response = OrchestratorService(db).run(
+            OrchestratorRequest(
+                source="user_message",
+                user_id="emp-next@example.com",
+                message="我已核对右侧识别结果，请进入下一步。",
+                context_json={
+                    "review_action": "next_step",
+                    "draft_claim_id": claim.id,
+                    "attachment_count": 1,
+                    "name": "张三",
+                },
+            )
+        )
+
+        db.refresh(claim)
+        assert response.status == "succeeded"
+        assert response.requires_confirmation is False
+        assert response.result["draft_payload"]["status"] == "submitted"
+        assert response.result["draft_payload"]["approval_stage"] == "直属领导审批"
+        assert claim.status == "submitted"
+        assert claim.approval_stage == "直属领导审批"
+        assert claim.submitted_at is not None
+
+
+def test_review_next_step_blocked_returns_reasons_and_removes_next_step_action(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        employee = Employee(
+            employee_no="E9011",
+            name="张三",
+            email="emp-blocked@example.com",
+        )
+        claim = ExpenseClaim(
+            id="claim-next-step-blocked",
+            claim_no="EXP-202605-002",
+            employee=employee,
+            employee_id=employee.id,
+            employee_name="张三",
+            department_name="待补充",
+            expense_type="office",
+            reason="采购办公用品",
+            location="上海",
+            amount=Decimal("128.00"),
+            currency="CNY",
+            invoice_count=1,
+            occurred_at=datetime(2026, 5, 20, 9, 0, tzinfo=UTC),
+            status="draft",
+            approval_stage="待提交",
+            items=[
+                ExpenseClaimItem(
+                    item_date=date(2026, 5, 20),
+                    item_type="office",
+                    item_reason="采购办公用品",
+                    item_location="上海",
+                    item_amount=Decimal("128.00"),
+                    invoice_id="office-invoice.png",
+                )
+            ],
+        )
+        db.add_all([employee, claim])
+        db.commit()
+
+        response = OrchestratorService(db).run(
+            OrchestratorRequest(
+                source="user_message",
+                user_id="emp-blocked@example.com",
+                message="我已核对右侧识别结果，请进入下一步。",
+                context_json={
+                    "review_action": "next_step",
+                    "draft_claim_id": claim.id,
+                    "attachment_count": 1,
+                    "name": "张三",
+                },
+            )
+        )
+
+        result = response.result
+        review_payload = result["review_payload"]
+        actions = {
+            str(item.get("action_type") or "").strip()
+            for item in review_payload["confirmation_actions"]
+        }
+
+        assert response.status == "succeeded"
+        assert result["draft_payload"]["status"] == "draft"
+        assert "AI预审暂未通过" in result["answer"]
+        assert "所属部门未完善" in result["answer"]
+        assert "next_step" not in actions
+        assert "save_draft" in actions
+        assert any(
+            "所属部门未完善" in str(item.get("content") or "")
+            for item in review_payload["risk_briefs"]
+        )
--- a/server/tests/test_user_agent_service.py
+++ b/server/tests/test_user_agent_service.py
@@ -757,6 +757,43 @@ def test_user_agent_returns_draft_limit_message_when_save_is_blocked() -> None:
        )


+def test_user_agent_returns_submitted_draft_payload_for_review_next_step() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        context_json = {
+            "review_action": "next_step",
+            "draft_claim_id": "claim-1",
+            "attachment_count": 1,
+        }
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="我已核对右侧识别结果，请进入下一步。",
+                user_id="pytest",
+                context_json=context_json,
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest",
+                message="我已核对右侧识别结果，请进入下一步。",
+                ontology=ontology,
+                context_json=context_json,
+                tool_payload={
+                    "claim_id": "claim-1",
+                    "claim_no": "BX202605200001",
+                    "status": "submitted",
+                    "approval_stage": "直属领导审批",
+                },
+            )
+        )
+
+        assert response.draft_payload is not None
+        assert response.draft_payload.status == "submitted"
+        assert response.draft_payload.confirmation_required is False
+        assert "当前节点为 直属领导审批" in response.answer
+
+
 def test_user_agent_builds_review_payload_for_multi_document_expense_flow() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
--- a/web/src/composables/useAppShell.js
+++ b/web/src/composables/useAppShell.js
@@ -1,4 +1,4 @@
-import { computed, ref } from 'vue'
+import { computed, ref, watch } from 'vue'
 import { useRoute, useRouter } from 'vue-router'

 import { useNavigation, navItems } from './useNavigation.js'
@@ -127,6 +127,14 @@ export function useAppShell() {
  const logDetailMode = computed(() => route.name === 'app-log-detail')
  const detailAlerts = computed(() => (detailMode.value ? buildDetailAlerts(selectedRequest.value) : []))

+  const requestsListActive = computed(() => activeView.value === 'requests' && !detailMode.value)
+
+  watch(requestsListActive, (isActive, wasActive) => {
+    if (isActive && !wasActive) {
+      void reloadRequests()
+    }
+  })
+
  const topBarView = computed(() => {
    if (detailMode.value) {
      return {
@@ -243,7 +251,7 @@ export function useAppShell() {
    smartEntryOpen.value = false
    await reloadRequests()
    if (status === 'submitted') {
-      toast(`${claimNo || '该'}单据已完成 AI验审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`)
+      toast(`${claimNo || '该'}单据已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`)
    } else {
      toast(`${claimNo || '该'}单据已保存到草稿，请到报销页面查看。`)
    }
--- a/web/src/composables/useRequests.js
+++ b/web/src/composables/useRequests.js
@@ -16,9 +16,6 @@ const EXPENSE_TYPE_LABELS = {

 const LOCATION_REQUIRED_EXPENSE_TYPES = new Set([
  'travel',
-  'hotel',
-  'transport',
-  'meal',
  'meeting',
  'entertainment'
 ])
@@ -26,7 +23,7 @@ const LOCATION_REQUIRED_EXPENSE_TYPES = new Set([
 const REIMBURSEMENT_PROGRESS_LABELS = [
  '保存草稿',
  '待提交',
-  'AI验审',
+  'AI预审',
  '直属领导审批',
  '财务审批',
  '归档入账'
@@ -135,10 +132,10 @@ function resolveWorkflowNode(claim, approvalMeta) {

  if (rawNode) {
    if (rawNode === '审批流转') {
-      return 'AI验审'
+      return 'AI预审'
    }
    if (rawNode === '待补充') {
-      return approvalMeta.key === 'draft' ? '待提交' : 'AI验审'
+      return approvalMeta.key === 'draft' ? '待提交' : 'AI预审'
    }
    return rawNode
  }
@@ -151,7 +148,7 @@ function resolveWorkflowNode(claim, approvalMeta) {
    return '归档入账'
  }

-  return 'AI验审'
+  return 'AI预审'
 }

 function stringifyRiskFlag(value) {
@@ -220,7 +217,7 @@ function resolveProgressCurrentIndex(approvalMeta, workflowNode) {
  ) {
    return 3
  }
-  if (normalizedNode.includes('AI验审') || normalizedNode.includes('审批流转')) {
+  if (normalizedNode.includes('AI预审') || normalizedNode.includes('AI验审') || normalizedNode.includes('审批流转')) {
    return 2
  }
  if (normalizedNode.includes('待提交')) {
--- a/web/src/composables/useSystemState.js
+++ b/web/src/composables/useSystemState.js
@@ -90,6 +90,8 @@ function buildAnonymousUser() {
    username: '',
    name: '',
    role: '',
+    department: '',
+    departmentName: '',
    position: '',
    grade: '',
    roleCodes: [],
@@ -107,6 +109,8 @@ function buildLegacyAdminUser(username = '') {
    username: normalized,
    name,
    role: DEFAULT_USER_ROLE,
+    department: '',
+    departmentName: '',
    position: DEFAULT_USER_ROLE,
    grade: '',
    roleCodes: ['manager'],
@@ -135,6 +139,8 @@ function readStoredUser() {
          username,
          name,
          role: String(payload.role || DEFAULT_USER_ROLE),
+          department: String(payload.department || payload.departmentName || ''),
+          departmentName: String(payload.departmentName || payload.department || ''),
          position: String(payload.position || ''),
          grade: String(payload.grade || ''),
          roleCodes,
--- a/web/src/services/api.js
+++ b/web/src/services/api.js
@@ -47,8 +47,10 @@ function readCurrentUserHeaders() {
    const name = String(payload?.name || username).trim()
    const roleCodes = Array.isArray(payload?.roleCodes) ? payload.roleCodes.filter(Boolean) : []
    const isAdmin = Boolean(payload?.isAdmin)
+    const department = String(payload?.department || payload?.departmentName || '').trim()
    const safeUsername = pickSafeHeaderValue(username)
    const safeName = pickSafeHeaderValue(name)
+    const safeDepartment = pickSafeHeaderValue(department)

    if (!safeUsername && !safeName) {
      return {}
@@ -67,6 +69,10 @@ function readCurrentUserHeaders() {
      headers['x-auth-name'] = safeName
    }

+    if (safeDepartment) {
+      headers['x-auth-department'] = safeDepartment
+    }
+
    return headers
  } catch {
    return {}
--- a/web/src/views/AuditView.vue
+++ b/web/src/views/AuditView.vue
@@ -64,38 +64,6 @@
              <div class="hero-stat">
                <span>{{ selectedSkillIsRule ? '当前展示版本' : '当前版本' }}</span>
                <strong>{{ selectedSkill.displayVersion || selectedSkill.version }}</strong>
-              </div>
-              <div class="hero-stat">
-                <span>最近更新</span>
-                <strong>{{ selectedSkill.updatedAt }}</strong>
-              </div>
-            </div>
-          </section>
-
-          <section v-if="detailError" class="detail-inline-state panel error">
-            <i class="mdi mdi-alert-circle-outline"></i>
-            <div>
-              <strong>资产详情加载失败</strong>
-              <p>{{ detailError }}</p>
-            </div>
-          </section>
-
-          <section v-else-if="detailLoading && selectedSkill.loading" class="detail-inline-state panel">
-            <i class="mdi mdi-loading mdi-spin"></i>
-            <div>
-              <strong>正在加载资产详情</strong>
-              <p>列表数据已就绪，正在补充版本、审核和运行信息。</p>
-            </div>
-          </section>
-
-          <section
-            v-else-if="selectedSkill.usesSpreadsheetRule"
-            class="spreadsheet-editor-shell panel"
-          >
-            <header class="spreadsheet-editor-head">
-              <div class="spreadsheet-editor-title">
-                <div class="skill-badge" :class="selectedSkill.badgeTone">{{ selectedSkill.typeLabel }}</div>
-                <div>
                  <h2>{{ selectedSkill.name }}</h2>
                  <p>{{ selectedSkill.summary || '当前资产尚未补充说明。' }}</p>
                </div>
@@ -832,7 +800,7 @@
            </div>

            <div
-              v-else-if="showStatusFilter"
+              v-if="showStatusFilter"
              class="picker-filter"
              :class="{ open: activeFilterPopover === 'status' }"
            >
--- a/web/src/views/TravelReimbursementCreateView.vue
+++ b/web/src/views/TravelReimbursementCreateView.vue
@@ -1259,7 +1259,7 @@
            <div>
              <span class="assistant-badge">修改识别信息</span>
              <h3>请按当前识别结果逐项修改</h3>
-              <p>修改后会重新发送到智能体，右侧识别结果会按新内容刷新。</p>
+              <p>修改会先保存到右侧核对信息，提交下一步时再进行 AI 预审。</p>
            </div>
            <button class="close-btn" type="button" aria-label="关闭修改面板" :disabled="reviewActionBusy" @click="closeEditReviewDialog">
              <i class="mdi mdi-close"></i>
@@ -1294,7 +1294,7 @@
          <div class="review-edit-actions">
            <button type="button" class="secondary-dialog-btn" :disabled="reviewActionBusy" @click="closeEditReviewDialog">取消</button>
            <button type="button" class="primary-dialog-btn" :disabled="reviewActionBusy" @click="applyEditedReview">
-              {{ reviewActionBusy ? '提交中...' : '确认修改' }}
+              {{ reviewActionBusy ? '保存中...' : '确认修改' }}
            </button>
          </div>
        </section>
--- a/web/src/views/scripts/ApprovalCenterView.js
+++ b/web/src/views/scripts/ApprovalCenterView.js
@@ -91,7 +91,7 @@ function resolveRiskItems(request) {

  return [
    {
-      text: 'AI验审已通过，当前未发现额外风险。',
+      text: 'AI预审已通过，当前未发现额外风险。',
      level: '低',
      tone: 'low',
      icon: 'mdi mdi-shield-check'
--- a/web/src/views/scripts/AuditView.js
+++ b/web/src/views/scripts/AuditView.js
@@ -303,6 +303,8 @@ const RISK_SCENARIO_OPTIONS = [
  { value: '通用', label: '通用' }
 ]

+const RISK_SCENARIO_VALUES = new Set(RISK_SCENARIO_OPTIONS.map((item) => item.value).filter(Boolean))
+
 const LEGACY_RISK_SCENARIO_KEYS = new Set([
  'expense',
  'risk_check',
@@ -313,7 +315,10 @@ const LEGACY_RISK_SCENARIO_KEYS = new Set([
  'travel_standard',
  'attachment_policy',
  'scene_policy',
-  'invoice_anomaly'
+  'invoice_anomaly',
+  'communication_expense',
+  'expense_standard',
+  'approval_required'
 ])

 const SPREADSHEET_DETAIL_MODE = 'spreadsheet'
@@ -409,7 +414,7 @@ function createPreviewRuleDetailPayload() {
    name: '公司差旅费报销规则',
    description: '前端预览态：先展示 Excel 规则详情页布局、版本卡片和编辑入口位置。',
    domain: 'expense',
-    scenario_json: ['expense', 'travel_policy', 'travel_standard'],
+    scenario_json: ['差旅'],
    owner: '财务制度管理组',
    reviewer: '顾承宇',
    status: 'active',
@@ -422,6 +427,8 @@ function createPreviewRuleDetailPayload() {
      tag: '财务规则',
      detail_mode: 'spreadsheet',
      runtime_kind: 'travel_policy',
+      scenario_category: '差旅',
+      ai_review_category: '差旅',
      rule_template_label: '差旅报销 Excel 模板',
      rule_document: {
        ...currentMeta,
@@ -588,26 +595,37 @@ function inferRiskCategoryFromCode(code) {
  return '通用'
 }

+function normalizeRiskScenarioCategory(value) {
+  const normalized = normalizeText(value)
+  return RISK_SCENARIO_VALUES.has(normalized) ? normalized : ''
+}
+
+function readScenarioItems(source) {
+  if (Array.isArray(source?.scenario_json)) {
+    return source.scenario_json
+  }
+  if (Array.isArray(source?.scenarioList)) {
+    return source.scenarioList
+  }
+  return []
+}
+
 function resolveRiskRuleCategory(source) {
  const configJson = readConfigJson(source)
-  const explicit = normalizeText(configJson.risk_category)
+  const explicit = normalizeRiskScenarioCategory(configJson.risk_category)
  if (explicit) {
    return explicit
  }

-  const payloadCategory = normalizeText(source?.risk_category)
+  const payloadCategory = normalizeRiskScenarioCategory(source?.risk_category)
  if (payloadCategory) {
    return payloadCategory
  }

-  const scenarioItems = Array.isArray(source?.scenario_json)
-    ? source.scenario_json
-    : Array.isArray(source?.scenarioList)
-      ? source.scenarioList
-      : []
+  const scenarioItems = readScenarioItems(source)
  const businessScenario = scenarioItems
    .map((item) => normalizeText(item))
-    .find((item) => item && !LEGACY_RISK_SCENARIO_KEYS.has(item))
+    .find((item) => item && !LEGACY_RISK_SCENARIO_KEYS.has(item) && RISK_SCENARIO_VALUES.has(item))
  if (businessScenario) {
    return businessScenario
  }
@@ -615,6 +633,75 @@ function resolveRiskRuleCategory(source) {
  return inferRiskCategoryFromCode(source?.code)
 }

+function inferFinancialRuleCategory(source) {
+  const configJson = readConfigJson(source)
+  const explicit =
+    normalizeRiskScenarioCategory(configJson.scenario_category) ||
+    normalizeRiskScenarioCategory(configJson.ai_review_category) ||
+    normalizeRiskScenarioCategory(configJson.risk_category) ||
+    normalizeRiskScenarioCategory(source?.scenario_category) ||
+    normalizeRiskScenarioCategory(source?.risk_category)
+  if (explicit) {
+    return explicit
+  }
+
+  const scenarioCategory = readScenarioItems(source)
+    .map((item) => normalizeRiskScenarioCategory(item))
+    .find(Boolean)
+  if (scenarioCategory) {
+    return scenarioCategory
+  }
+
+  const configRuntimeRule = isPlainObject(configJson.runtime_rule) ? configJson.runtime_rule : {}
+  const haystack = [
+    source?.code,
+    source?.name,
+    source?.description,
+    configJson.runtime_kind,
+    configRuntimeRule.kind,
+    configRuntimeRule.scenario,
+    configRuntimeRule.template_key,
+    ...readScenarioItems(source)
+  ]
+    .map((item) => normalizeText(item).toLowerCase())
+    .filter(Boolean)
+    .join(' ')
+
+  if (!haystack) {
+    return '通用'
+  }
+  if (/(travel|trip|差旅|出差|住宿|酒店)/i.test(haystack)) {
+    return '差旅'
+  }
+  if (/(invoice|receipt|attachment|票据|发票|单据|附件)/i.test(haystack)) {
+    return '发票'
+  }
+  if (/(meal|dining|entertainment|餐饮|招待|餐费|用餐)/i.test(haystack)) {
+    return '餐饮招待'
+  }
+  if (/(transport|traffic|taxi|交通|出行|打车|机票|火车|高铁|地铁|公交)/i.test(haystack)) {
+    return '交通出行'
+  }
+  if (/(office|material|suppl|办公|物料|耗材)/i.test(haystack)) {
+    return '办公物料'
+  }
+  if (/(communication|telecom|phone|expense_standard|费用科目|费用标准|通信|通讯|手机|补贴|福利|科目)/i.test(haystack)) {
+    return '费用科目'
+  }
+  return '通用'
+}
+
+function resolveRuleScenarioCategory(source, tabId = '') {
+  const resolvedTabId = tabId || resolveRuleTabId(source)
+  if (resolvedTabId === 'riskRules' || isJsonRiskRuleSource(source)) {
+    return resolveRiskRuleCategory(source)
+  }
+  if (resolvedTabId === 'financialRules') {
+    return inferFinancialRuleCategory(source)
+  }
+  return ''
+}
+
 function buildRiskListSubtitle(text, maxLength = 42) {
  const normalized = normalizeText(text)
  if (!normalized) {
@@ -1006,7 +1093,7 @@ function buildListItem(asset) {
  const usesSpreadsheetRule = typeKey === 'rules' && isSpreadsheetRuleSource(asset)
  const usesJsonRiskRule = typeKey === 'rules' && isJsonRiskRuleSource(asset)
  const ruleDocument = readRuleDocumentMeta(asset)
-  const riskCategory = isRiskRule ? resolveRiskRuleCategory(asset) : ''
+  const ruleScenarioCategory = typeKey === 'rules' ? resolveRuleScenarioCategory(asset, tabId) : ''
  const listSubtitle = isRiskRule
    ? buildRiskListSubtitle(asset.description)
    : normalizeText(asset.description)
@@ -1028,8 +1115,8 @@ function buildListItem(asset) {
    category: resolveDomainLabel(asset.domain),
    owner: asset.owner,
    reviewer: asset.reviewer || '待分配',
-    scope: isRiskRule ? riskCategory || '通用' : formatScenarioList(asset.scenario_json),
-    riskCategory,
+    scope: typeKey === 'rules' ? ruleScenarioCategory || '通用' : formatScenarioList(asset.scenario_json),
+    riskCategory: ruleScenarioCategory,
    model: buildRowRuntime(asset, typeKey),
    version: workingVersion,
    versionDisplay: typeKey === 'rules' ? `${changeCount} 次` : workingVersion,
@@ -1050,6 +1137,7 @@ function buildListItem(asset) {

 function buildRuleFields(detail) {
  const ruleDocument = readRuleDocumentMeta(detail)
+  const ruleScenarioCategory = resolveRuleScenarioCategory(detail)
  return [
    { label: '规则编码', value: detail.code },
    {
@@ -1073,7 +1161,7 @@ function buildRuleFields(detail) {
      label: '运行时类型',
      value: normalizeText(detail.config_json?.runtime_kind) || 'policy_rule_draft'
    },
-    { label: '适用场景', value: formatScenarioList(detail.scenario_json) },
+    { label: '适用场景', value: ruleScenarioCategory || '通用' },
    { label: '线上版本', value: detail.published_version || '-' },
    { label: '工作版本', value: detail.working_version || detail.current_version || '-' }
  ]
@@ -1417,6 +1505,7 @@ function buildDetailViewModel(detail, runs) {
  const ruleTemplateKey = normalizeText(configJson.rule_template_key || previewRuntimeRule.template_key)
  const ruleTemplateLabel = normalizeText(configJson.rule_template_label) || resolveRuleTemplateLabel(ruleTemplateKey)
  const runtimeKind = normalizeText(configJson.runtime_kind || previewRuntimeRule.kind) || 'policy_rule_draft'
+  const ruleScenarioCategory = typeKey === 'rules' ? resolveRuleScenarioCategory(detail, tabId) : ''

  return {
    id: detail.id,
@@ -1431,7 +1520,7 @@ function buildDetailViewModel(detail, runs) {
    owner: detail.owner,
    reviewer: detail.reviewer || detail.latest_review?.reviewer || '待分配',
    category: resolveDomainLabel(detail.domain),
-    scope: usesJsonRiskRule ? resolveRiskRuleCategory(detail) || '通用' : formatScenarioList(detail.scenario_json),
+    scope: typeKey === 'rules' ? ruleScenarioCategory || '通用' : formatScenarioList(detail.scenario_json),
    version: detail.working_version || detail.current_version || '-',
    currentVersion: detail.current_version || '-',
    publishedVersion: detail.published_version || '-',
@@ -1451,9 +1540,13 @@ function buildDetailViewModel(detail, runs) {
    riskRuleDescription: '',
    riskRuleSubtitle: usesJsonRiskRule ? buildRiskListSubtitle(detail.description) : '',
    riskRuleSourceRef: '',
-    riskCategory: usesJsonRiskRule ? resolveRiskRuleCategory(detail) : '',
+    riskCategory: typeKey === 'rules' ? ruleScenarioCategory : '',
    ruleDocument,
-    scenarioList: Array.isArray(detail.scenario_json) ? [...detail.scenario_json] : [],
+    scenarioList: typeKey === 'rules' && ruleScenarioCategory
+      ? [ruleScenarioCategory]
+      : Array.isArray(detail.scenario_json)
+        ? [...detail.scenario_json]
+        : [],
    markdownContent: previewMarkdown,
    runtimeRuleText: stringifyRuntimeRule(previewRuntimeRule),
    ruleTemplateKey,
@@ -1474,7 +1567,12 @@ function buildDetailViewModel(detail, runs) {
      typeKey === 'rules' ? [] : buildPromptSections(detail, typeKey, latestRun, latestCall),
    outputRules: buildOutputRules(detail, typeKey, latestRun, latestCall),
    tests: buildTests(detail, typeKey, latestRun, latestCall),
-    triggers: detail.scenario_json?.length ? detail.scenario_json.map((item) => SCENARIO_LABELS[item] || item) : ['未配置场景'],
+    triggers:
+      typeKey === 'rules'
+        ? [ruleScenarioCategory || '通用']
+        : detail.scenario_json?.length
+          ? detail.scenario_json.map((item) => SCENARIO_LABELS[item] || item)
+          : ['未配置场景'],
    tools:
      typeKey === 'rules'
        ? [
@@ -1769,7 +1867,9 @@ export default {
    const selectedStatusLabel = computed(
      () => STATUS_OPTIONS.find((item) => item.value === selectedStatus.value)?.label || '状态'
    )
-    const showRiskScenarioFilter = computed(() => activeType.value === 'riskRules')
+    const showRiskScenarioFilter = computed(() =>
+      ['financialRules', 'riskRules'].includes(activeType.value)
+    )
    const showStatusFilter = computed(() => activeType.value !== 'riskRules')
    const selectedRiskScenarioLabel = computed(
      () =>
@@ -1799,6 +1899,13 @@ export default {
    })
    const auditEmptyState = computed(() => {
      const hasFilters = activeFilterTokens.value.length > 0
+      const supportedFilters = [
+        '业务域',
+        '负责人',
+        ...(showRiskScenarioFilter.value ? ['使用场景'] : []),
+        ...(showStatusFilter.value ? ['状态'] : []),
+        '关键词'
+      ]

      if (!currentAssets.value.length) {
        return {
@@ -1810,10 +1917,10 @@ export default {
          actionIcon: '',
          tone: 'amber',
          artLabel: 'ASSET',
-          tips:
-            activeType.value === 'riskRules'
-              ? ['切换页签可查看其他资产类型', '支持按业务域、负责人和使用场景做过滤']
-              : ['切换页签可查看其他资产类型', '支持按业务域、负责人和状态做过滤']
+          tips: [
+            '切换页签可查看其他资产类型',
+            `支持按${supportedFilters.slice(0, -1).join('、')}和关键词做过滤`
+          ]
        }
      }

@@ -1821,9 +1928,7 @@ export default {
        eyebrow: '筛选结果为空',
        title: `没有找到匹配的${activeTabLabel.value}`,
        desc: hasFilters
-          ? showRiskScenarioFilter.value
-            ? '试试清空业务域、负责人、使用场景或关键词筛选，再重新查看。'
-            : '试试清空业务域、负责人、状态或关键词筛选，再重新查看。'
+          ? `试试清空${supportedFilters.join('、')}筛选，再重新查看。`
          : `当前列表中还没有满足展示条件的${activeTabLabel.value}资产。`,
        icon: hasFilters ? 'mdi mdi-tune-variant' : 'mdi mdi-view-grid-outline',
        actionLabel: hasFilters ? '清空筛选' : '',
@@ -1831,9 +1936,12 @@ export default {
        tone: hasFilters ? 'emerald' : 'slate',
        artLabel: hasFilters ? 'FILTER' : 'QUEUE',
        tips: hasFilters
-          ? showRiskScenarioFilter.value
-            ? ['业务域、负责人、使用场景与关键词会叠加过滤', '可以换个规则名称或场景分类继续搜索']
-            : ['业务域、负责人、状态与关键词会叠加过滤', '可以换个编码、名称或负责人关键词继续搜索']
+          ? [
+              `${supportedFilters.join('、')}会叠加过滤`,
+              showRiskScenarioFilter.value
+                ? '可以换个规则名称或场景分类继续搜索'
+                : '可以换个编码、名称或负责人关键词继续搜索'
+            ]
          : ['列表展示来自真实资产 API', '切换资产类型后会自动重新拉取数据']
      }
    })
--- a/web/src/views/scripts/TravelReimbursementCreateView.js
+++ b/web/src/views/scripts/TravelReimbursementCreateView.js
@@ -209,17 +209,11 @@ const FLOW_STEP_FALLBACKS = {
    runningText: '正在识别票据附件...',
    completedText: '票据识别完成'
  },
-  agent: {
-    title: '智能体编排',
-    tool: 'UserAgent',
-    runningText: '正在调用财务智能体...',
-    completedText: '智能体处理完成'
-  },
-  result: {
-    title: '生成结果',
-    tool: 'ResultGenerator',
-    runningText: '正在生成解释与草稿...',
-    completedText: '结果已生成'
+  'expense-claim-draft': {
+    title: '报销草稿处理',
+    tool: 'database.expense_claims.save_or_submit',
+    runningText: '正在根据识别结果更新草稿和右侧核对信息...',
+    completedText: '草稿和核对信息已更新'
  }
 }
 const ASSISTANT_DISPLAY_NAME = '财务助手'
@@ -345,41 +339,6 @@ function formatMessageTime(value) {
  })
 }

-function createFlowSteps(options = {}) {
-  const keys = []
-  if (options.includeIntent) {
-    keys.push('intent')
-  }
-  if (options.includeOcr) {
-    keys.push('ocr')
-  }
-  if (options.includeExtraction) {
-    keys.push('extraction')
-  }
-  if (options.includeAgent) {
-    keys.push('agent')
-  }
-  if (options.includeResult) {
-    keys.push('result')
-  }
-
-  return keys.map((key, index) => {
-    const definition = FLOW_STEP_FALLBACKS[key] || {}
-    return {
-      key,
-      index: index + 1,
-      title: definition.title || '智能体工具调用',
-      tool: definition.tool || 'AgentTool',
-      status: FLOW_STEP_STATUS_PENDING,
-      detail: '',
-      durationMs: null,
-      startedAt: 0,
-      finishedAt: 0,
-      error: ''
-    }
-  })
-}
-
 function formatSemanticEntityValue(entity) {
  const normalizedValue = String(entity?.normalized_value || '').trim()
  const rawValue = String(entity?.value || '').trim()
@@ -577,11 +536,8 @@ function formatFlowDuration(ms) {
  if (!Number.isFinite(numericValue) || numericValue < 0) {
    return '--'
  }
-  if (numericValue < 100) {
-    return '<0.1s'
-  }
  if (numericValue < 1000) {
-    return `${(numericValue / 1000).toFixed(1)}s`
+    return `${Math.max(0.1, numericValue / 1000).toFixed(1)}s`
  }
  if (numericValue < 10000) {
    return `${(numericValue / 1000).toFixed(1)}s`
@@ -639,34 +595,6 @@ function resolveToolCallDurationMs(toolCall, index, toolCalls, run) {
  return finishedAt - startedAt
 }

-function resolveResultStepDurationMs(run) {
-  const runFinishedAt = parseFlowTimestamp(run?.finished_at)
-  if (!runFinishedAt) {
-    return null
-  }
-
-  const toolCalls = Array.isArray(run?.tool_calls) ? run.tool_calls : []
-  const semanticFinishedAt = (
-    toolCalls
-      .map((item, index) => {
-        const startedAt = parseFlowTimestamp(item?.created_at)
-        const durationMs = resolveToolCallDurationMs(item, index, toolCalls, run)
-        if (!startedAt || !durationMs) {
-          return 0
-        }
-        return startedAt + durationMs
-      })
-      .filter((value) => value > 0)
-      .sort((left, right) => right - left)[0]
-  ) || parseFlowTimestamp(run?.started_at)
-
-  if (!semanticFinishedAt || runFinishedAt <= semanticFinishedAt) {
-    return null
-  }
-
-  return runFinishedAt - semanticFinishedAt
-}
-
 function sanitizeRequest(request) {
  if (!request || typeof request !== 'object') return null

@@ -1559,7 +1487,7 @@ function buildDraftSavedPayload({
    status: String(draftPayload?.status || '').trim(),
    approvalStage: String(draftPayload?.approval_stage || '').trim(),
    person: String(currentUser?.name || '').trim() || '当前用户',
-    dept: String(currentUser?.role || '').trim() || '待补充部门',
+    dept: String(currentUser?.department || currentUser?.departmentName || '').trim() || '待补充部门',
    entity: String(linkedRequest?.entity || '').trim() || 'Northstar China Ltd.',
    typeCode,
    typeLabel,
@@ -2525,11 +2453,103 @@ function buildReviewRiskSummary(reviewPayload) {

 function buildReviewRiskItems(reviewPayload) {
  return resolveReviewRiskBriefs(reviewPayload)
-    .map((brief) => String(brief?.content || '').trim())
+    .map((brief) => {
+      const title = String(brief?.title || '').trim()
+      const content = String(brief?.content || '').trim()
+      if (title && content) return `${title}：${content}`
+      return content || title
+    })
    .filter(Boolean)
    .slice(0, 4)
 }

+function resolveInlineReviewSlotValue(slotKey, inlineState = createEmptyInlineReviewState()) {
+  const state = inlineState || createEmptyInlineReviewState()
+  if (slotKey === 'expense_type') return String(state.expense_type || '').trim()
+  if (slotKey === 'customer_name') return String(state.customer_name || '').trim()
+  if (slotKey === 'time_range') return String(state.occurred_date || '').trim()
+  if (slotKey === 'location') return String(state.location || '').trim()
+  if (slotKey === 'merchant_name') return String(state.merchant_name || '').trim()
+  if (slotKey === 'amount') return String(state.amount || '').trim()
+  if (slotKey === 'reason') return String(state.reason_value || state.scene_label || '').trim()
+  if (slotKey === 'participants') return String(state.participants || '').trim()
+  if (slotKey === 'attachments') {
+    return String(state.attachment_names || '').trim()
+      || (Number(state.attachment_count || 0) > 0 ? `${Number(state.attachment_count)} 份附件` : '')
+      || (Number(state.pending_attachment_count || 0) > 0 ? `${Number(state.pending_attachment_count)} 份待上传附件` : '')
+  }
+  return ''
+}
+
+function buildLocallySyncedReviewActions(reviewPayload, canProceed) {
+  const actions = Array.isArray(reviewPayload?.confirmation_actions)
+    ? reviewPayload.confirmation_actions.map((item) => ({ ...item }))
+    : []
+  const actionTypes = new Set(actions.map((item) => String(item?.action_type || '').trim()))
+  const associationPending = actionTypes.has('link_to_existing_draft') || actionTypes.has('create_new_claim_from_documents')
+
+  if (!canProceed || associationPending) {
+    return actions
+  }
+
+  return [
+    ...actions.filter((item) => !['save_draft', 'next_step'].includes(String(item?.action_type || '').trim())),
+    {
+      label: '继续下一步',
+      action_type: 'next_step',
+      description: '当前信息已齐全，进入 AI 预审、风险校验和审批路径确认。',
+      emphasis: 'primary'
+    }
+  ]
+}
+
+function buildLocallySyncedReviewPayload(reviewPayload, inlineState = createEmptyInlineReviewState()) {
+  if (!reviewPayload || typeof reviewPayload !== 'object') {
+    return reviewPayload
+  }
+
+  const nextSlotCards = (Array.isArray(reviewPayload.slot_cards) ? reviewPayload.slot_cards : []).map((slot) => {
+    const value = resolveInlineReviewSlotValue(slot.key, inlineState)
+    const required = Boolean(slot.required)
+    const filled = Boolean(value)
+    return {
+      ...slot,
+      value: value || slot.value || '',
+      normalized_value: value || slot.normalized_value || '',
+      raw_value: value || slot.raw_value || '',
+      source: filled ? 'user_form' : slot.source,
+      source_label: filled ? '用户修改' : slot.source_label,
+      confidence: filled ? Math.max(Number(slot.confidence || 0), 0.98) : Number(slot.confidence || 0),
+      confirmed: filled || Boolean(slot.confirmed),
+      status: required && !filled ? 'missing' : filled ? 'identified' : slot.status,
+      hint: required && !filled ? slot.hint : ''
+    }
+  })
+  const missingSlots = nextSlotCards
+    .filter((slot) => slot.required && slot.status === 'missing')
+    .map((slot) => slot.label || slot.key)
+  const canProceed = missingSlots.length === 0 && (Array.isArray(reviewPayload.claim_groups) ? reviewPayload.claim_groups.length > 0 : true)
+
+  return {
+    ...reviewPayload,
+    can_proceed: canProceed,
+    missing_slots: missingSlots,
+    slot_cards: nextSlotCards,
+    confirmation_actions: buildLocallySyncedReviewActions(reviewPayload, canProceed)
+  }
+}
+
+function buildLocalReviewCompletionMessage(reviewPayload) {
+  const missingSlots = Array.isArray(reviewPayload?.missing_slots) ? reviewPayload.missing_slots : []
+  if (reviewPayload?.can_proceed && !missingSlots.length) {
+    return '当前所有必填信息已处理完成，可以点击“继续下一步”进入 AI 预审。'
+  }
+  if (missingSlots.length) {
+    return `当前还剩 ${missingSlots.length} 项待补充：${missingSlots.join('、')}。`
+  }
+  return '当前信息已保存，可以继续核对右侧状态。'
+}
+
 function normalizeInlineReviewComparableState(state) {
  const source = state && typeof state === 'object' ? state : {}
  return {
@@ -2583,6 +2603,49 @@ function buildInlineReviewChangedLines(baseState, nextState, pendingFiles = [])
  return lines
 }

+function buildInlineReviewChangePhrases(baseState, nextState, pendingFiles = []) {
+  const base = normalizeInlineReviewComparableState(baseState)
+  const next = normalizeInlineReviewComparableState(nextState)
+  const fieldConfigs = [
+    { key: 'occurred_date', label: '发生时间', format: (value) => value || '待补充' },
+    { key: 'amount', label: '金额', format: (value) => formatAmountDisplay(value) || '待补充' },
+    { key: 'scene_label', label: '场景', format: (value) => value || '待补充' },
+    { key: 'customer_name', label: '关联客户', format: (value) => value || '待补充' },
+    { key: 'location', label: '业务地点', format: (value) => value || '待补充' },
+    { key: 'merchant_name', label: '酒店/商户', format: (value) => value || '待补充' },
+    { key: 'participants', label: '同行人员', format: (value) => value || '待补充' },
+    { key: 'expense_type', label: '报销分类', format: (value) => value || '待补充' }
+  ]
+
+  const phrases = fieldConfigs.reduce((result, item) => {
+    if (base[item.key] !== next[item.key]) {
+      result.push(`${item.label}修改为 ${item.format(next[item.key])}`)
+    }
+    return result
+  }, [])
+
+  if (base.attachment_names !== next.attachment_names || pendingFiles.length) {
+    phrases.push(`票据修改为 ${next.attachment_names || (pendingFiles.length ? `已选择 ${pendingFiles.length} 份附件` : '待上传')}`)
+  }
+
+  return phrases
+}
+
+function buildLocalReviewSavedMessage(baseState, nextState, pendingFiles = [], baseDrafts = [], nextDrafts = []) {
+  const phrases = buildInlineReviewChangePhrases(baseState, nextState, pendingFiles)
+  const documentLines = buildReviewDocumentCorrectionLines(baseDrafts, nextDrafts)
+
+  if (documentLines.length) {
+    phrases.push(`${documentLines.length} 张票据识别信息更新为最新修改`)
+  }
+
+  if (!phrases.length) {
+    return '右侧核对信息已保存。'
+  }
+
+  return `已将${phrases.join('，')}。`
+}
+
 function buildInlineReviewUserText(baseState, nextState, pendingFiles = []) {
  const lines = buildInlineReviewChangedLines(baseState, nextState, pendingFiles)
  if (!lines.length) {
@@ -2894,7 +2957,7 @@ export default {
    const flowRunId = ref('')
    const flowStartedAt = ref(0)
    const flowFinishedAt = ref(0)
-    const flowSteps = ref(createFlowSteps())
+    const flowSteps = ref([])
    const flowRefreshBusy = ref(false)
    const flowTick = ref(Date.now())
    let flowTickTimer = 0
@@ -3415,7 +3478,7 @@ export default {
      flowRunId.value = ''
      flowStartedAt.value = 0
      flowFinishedAt.value = 0
-      flowSteps.value = createFlowSteps()
+      flowSteps.value = []
    }

    function adjustComposerTextareaHeight() {
@@ -3454,22 +3517,14 @@ export default {
      }
    }

-    function resetFlowRun(options = {}) {
+    function resetFlowRun() {
      clearFlowSimulationTimers()
      flowRunId.value = ''
      flowStartedAt.value = Date.now()
      flowFinishedAt.value = 0
      reviewDrawerMode.value = REVIEW_DRAWER_MODE_FLOW
      insightPanelCollapsed.value = false
-      const hasText = Boolean(String(options.rawText || '').trim())
-      const attachmentCount = Number(options.attachmentCount || 0)
-      flowSteps.value = createFlowSteps({
-        includeIntent: hasText,
-        includeOcr: attachmentCount > 0,
-        includeExtraction: hasText || attachmentCount > 0,
-        includeAgent: true,
-        includeResult: true
-      })
+      flowSteps.value = []
    }

    function findFlowDefinition(key) {
@@ -3511,13 +3566,6 @@ export default {
      const existingStep = flowSteps.value.find((step) => step.key === key)
      if (!existingStep) {
        const nextStep = createFlowStep(key, patch)
-        const resultIndex = flowSteps.value.findIndex((step) => step.key === 'result')
-        if (resultIndex !== -1 && key !== 'result') {
-          const nextSteps = [...flowSteps.value]
-          nextSteps.splice(resultIndex, 0, nextStep)
-          flowSteps.value = normalizeFlowStepIndexes(nextSteps)
-          return
-        }
        flowSteps.value = normalizeFlowStepIndexes([...flowSteps.value, nextStep])
        return
      }
@@ -3529,11 +3577,15 @@ export default {

    function startFlowStep(key, patch = {}) {
      const normalizedPatch = normalizeFlowStepPatch(key, patch)
+      const explicitStartedAt = Number(normalizedPatch.startedAt)
+      const startedAt = Number.isFinite(explicitStartedAt) && explicitStartedAt > 0
+        ? explicitStartedAt
+        : Date.now()
      upsertFlowStep(key, {
        ...normalizedPatch,
        status: FLOW_STEP_STATUS_RUNNING,
        detail: normalizedPatch.detail,
-        startedAt: Date.now(),
+        startedAt,
        finishedAt: 0,
        durationMs: null,
        error: ''
@@ -3544,14 +3596,16 @@ export default {
      const now = Date.now()
      const definition = findFlowDefinition(key)
      const currentStep = flowSteps.value.find((step) => step.key === key)
-      const startedAt = currentStep?.startedAt || now
+      const explicitDuration = Number(durationMs)
+      const hasExplicitDuration = Number.isFinite(explicitDuration) && explicitDuration >= 0
+      const startedAt = currentStep?.startedAt || (hasExplicitDuration ? Math.max(0, now - explicitDuration) : now)
      upsertFlowStep(key, {
        ...patch,
        status: FLOW_STEP_STATUS_COMPLETED,
        detail: detail || definition?.completedText || '',
        startedAt,
        finishedAt: now,
-        durationMs: Number.isFinite(Number(durationMs)) ? Number(durationMs) : now - startedAt,
+        durationMs: hasExplicitDuration ? explicitDuration : Math.max(0, now - startedAt),
        error: ''
      })
    }
@@ -3601,7 +3655,12 @@ export default {
    function failCurrentFlowStep(error) {
      clearFlowSimulationTimers()
      const currentStep = runningFlowStep.value || flowSteps.value.find((step) => step.status === FLOW_STEP_STATUS_PENDING)
-      failFlowStep(currentStep?.key || 'result', error?.message || '智能体调用失败', error?.message || '')
+      failFlowStep(
+        currentStep?.key || 'orchestrator-error',
+        error?.message || '智能体调用失败',
+        error?.message || '',
+        currentStep ? {} : { title: '流程调用', tool: 'Orchestrator' }
+      )
    }

    function startSemanticFlowPreview(rawText, options = {}) {
@@ -3646,9 +3705,63 @@ export default {
      flowSimulationTimers.push(startExtractionTimer)
    }

+    function startReviewActionFlowStep(reviewAction) {
+      if (reviewAction !== 'next_step') {
+        return
+      }
+
+      startFlowStep('pre-submit-review', {
+        title: 'AI预审与风险识别',
+        tool: 'ExpenseClaimService.submit_claim',
+        detail: '正在校验财务规则、风险规则和审批路径...'
+      })
+    }
+
+    function startExpenseClaimDraftFlowStep(reviewAction, options = {}) {
+      if (isKnowledgeSession.value) {
+        return
+      }
+      if (reviewAction === 'next_step') {
+        startReviewActionFlowStep(reviewAction)
+        return
+      }
+
+      const attachmentCount = Math.max(0, Number(options.attachmentCount || 0))
+      const configs = {
+        save_draft: {
+          title: '报销草稿保存',
+          detail: '正在保存当前核对结果...'
+        },
+        link_to_existing_draft: {
+          title: '票据关联草稿',
+          detail: '正在把本次票据关联到现有草稿...'
+        },
+        create_new_claim_from_documents: {
+          title: '新建报销草稿',
+          detail: '正在根据当前票据新建报销草稿...'
+        }
+      }
+      const config = configs[reviewAction] || {
+        title: '报销草稿处理',
+        detail: attachmentCount
+          ? '正在根据 OCR 结果更新草稿和右侧核对信息...'
+          : '正在更新草稿和右侧核对信息...'
+      }
+
+      startFlowStep('expense-claim-draft', {
+        title: config.title,
+        tool: 'database.expense_claims.save_or_submit',
+        detail: config.detail
+      })
+    }
+
    function resolveToolCallFlowMeta(toolCall, index) {
      const toolType = String(toolCall?.tool_type || '').toLowerCase()
      const toolName = String(toolCall?.tool_name || '').toLowerCase()
+      const response = toolCall?.response_json && typeof toolCall.response_json === 'object'
+        ? toolCall.response_json
+        : {}
+      const responseMessage = String(response.message || '').trim()
      const key = `tool-${toolCall?.id || `${index}-${toolType}-${toolName}`}`
      if (toolType.includes('rule')) {
        return { key, title: '规则引擎校验', tool: toolCall?.tool_name || 'RuleEngine' }
@@ -3660,7 +3773,15 @@ export default {
        return { key, title: '知识库检索', tool: toolCall?.tool_name || 'KnowledgeSearch' }
      }
      if (toolName.includes('expense_claim') || toolName.includes('save_or_submit')) {
-        return { key, title: '报销草稿处理', tool: toolCall?.tool_name || 'ExpenseClaimService' }
+        if (
+          response.submission_blocked ||
+          String(response.status || '').trim() === 'submitted' ||
+          responseMessage.includes('AI预审') ||
+          responseMessage.includes('审批')
+        ) {
+          return { key: 'pre-submit-review', title: 'AI预审与风险识别', tool: 'ExpenseClaimService.submit_claim' }
+        }
+        return { key: 'expense-claim-draft', title: '报销草稿处理', tool: toolCall?.tool_name || 'ExpenseClaimService' }
      }
      if (toolType.includes('database')) {
        return { key, title: '数据查询/字段处理', tool: toolCall?.tool_name || 'DatabaseTool' }
@@ -3675,6 +3796,12 @@ export default {
      const response = toolCall?.response_json && typeof toolCall.response_json === 'object'
        ? toolCall.response_json
        : {}
+      if (String(response.status || '').trim() === 'submitted') {
+        return `已完成财务规则、风险规则和审批路径校验，提交至${response.approval_stage || '审批环节'}`
+      }
+      if (response.submission_blocked) {
+        return String(response.message || '').trim() || 'AI预审发现待补充项，暂未提交审批'
+      }
      return (
        String(response.message || response.summary || response.result_summary || '').trim()
        || String(toolCall?.tool_name || '').trim()
@@ -3687,22 +3814,17 @@ export default {
      if (run?.semantic_parse && flowSteps.value.some((step) => step.key === 'intent')) {
        clearFlowSimulationTimers()
        const semanticDurations = resolveSemanticPhaseDurations(run)
+        const intentStep = flowSteps.value.find((step) => step.key === 'intent')
+        const extractionStep = flowSteps.value.find((step) => step.key === 'extraction')
        completePendingFlowStep(
          'intent',
          summarizeSemanticIntentDetail(run.semantic_parse),
-          semanticDurations.intentMs
+          intentStep?.startedAt ? null : semanticDurations.intentMs
        )
        completePendingFlowStep(
          'extraction',
          summarizeSemanticParseDetail(run.semantic_parse, run?.ontology_json || {}),
-          semanticDurations.extractionMs
-        )
-      }
-
-      if (flowSteps.value.some((step) => step.key === 'agent')) {
-        completePendingFlowStep(
-          'agent',
-          toolCalls.length ? `已完成 ${toolCalls.length} 个工具调用` : FLOW_STEP_FALLBACKS.agent.completedText
+          extractionStep?.startedAt ? null : semanticDurations.extractionMs
        )
      }

@@ -3734,12 +3856,10 @@ export default {
        return
      }
      flowSteps.value
-        .filter((step) => step.key !== 'result' && ![FLOW_STEP_STATUS_COMPLETED, FLOW_STEP_STATUS_FAILED].includes(step.status))
+        .filter((step) => ![FLOW_STEP_STATUS_COMPLETED, FLOW_STEP_STATUS_FAILED].includes(step.status))
        .forEach((step) => {
          completeFlowStep(step.key, resolveFlowStepDetail({ ...step, status: FLOW_STEP_STATUS_COMPLETED }))
        })
-      startFlowStep('result', '正在返回处理结果...')
-      completeFlowStep('result', '结果已返回到对话区', resolveResultStepDurationMs(run))
      flowFinishedAt.value = Date.now()
      if (reviewDrawerMode.value === REVIEW_DRAWER_MODE_FLOW) {
        reviewDrawerMode.value = REVIEW_DRAWER_MODE_REVIEW
@@ -4419,7 +4539,7 @@ export default {
      }
    }

-    async function saveInlineReviewChanges() {
+    function saveInlineReviewChanges() {
      if (!activeReviewPayload.value || !reviewHasUnsavedChanges.value || reviewActionBusy.value) return

      if (reviewInlineEditorKey.value && !commitInlineReviewEditor()) {
@@ -4429,28 +4549,36 @@ export default {
      reviewActionBusy.value = true
      try {
        const fields = mergeInlineReviewFields(reviewInlineBaseFields.value, reviewInlineForm.value)
-        const documentCorrectionMessage = buildReviewDocumentCorrectionMessage(
-          reviewDocumentBaseDrafts.value,
-          reviewDocumentDrafts.value
-        )
-        await submitComposer({
-          rawText: [buildReviewCorrectionMessage(fields), documentCorrectionMessage].filter(Boolean).join('\n'),
-          userText: buildReviewSubmitUserText(
+        const nextReviewPayload = buildLocallySyncedReviewPayload(activeReviewPayload.value, reviewInlineForm.value)
+        const messageText = `${buildLocalReviewSavedMessage(
          reviewInlineBaseForm.value,
          reviewInlineForm.value,
          reviewInlinePendingFiles.value,
          reviewDocumentBaseDrafts.value,
          reviewDocumentDrafts.value
-          ),
-          pendingText: '正在保存修改并刷新右侧核对信息...',
-          files: reviewInlinePendingFiles.value,
-          systemGenerated: true,
-          extraContext: {
-            review_action: 'edit_review',
-            review_form_values: buildReviewFormValues(fields),
-            review_document_form_values: buildReviewDocumentCorrectionContext(reviewDocumentDrafts.value)
+        )} ${buildLocalReviewCompletionMessage(nextReviewPayload)}`
+
+        reviewInlineBaseFields.value = cloneReviewEditFields(fields)
+        reviewInlineBaseForm.value = { ...reviewInlineForm.value }
+        reviewDocumentBaseDrafts.value = cloneReviewDocumentDrafts(reviewDocumentDrafts.value)
+        if (latestReviewMessage.value) {
+          latestReviewMessage.value.reviewPayload = nextReviewPayload
        }
-        })
+        if (currentInsight.value?.agent) {
+          currentInsight.value = {
+            ...currentInsight.value,
+            agent: {
+              ...currentInsight.value.agent,
+              reviewPayload: nextReviewPayload
+            }
+          }
+        }
+        messages.value.push(createMessage('assistant', messageText, [], {
+          meta: ['本地修改'],
+          draftPayload: latestReviewMessage.value?.draftPayload || null,
+          reviewPayload: nextReviewPayload
+        }))
+        nextTick(scrollToBottom)
      } finally {
        reviewActionBusy.value = false
      }
@@ -4517,6 +4645,7 @@ export default {
      const extraContext = options.extraContext && typeof options.extraContext === 'object'
        ? { ...options.extraContext }
        : {}
+      const reviewAction = String(extraContext.review_action || '').trim()
      const reviewAttachmentNames = extractReviewAttachmentNames(activeReviewPayload.value)
      const hasExistingDocumentEvent =
        Boolean(String(draftClaimId.value || '').trim()) || reviewAttachmentNames.length > 0
@@ -4527,14 +4656,14 @@ export default {
        hasExistingDocumentEvent &&
        !resolvedUploadDisposition &&
        !options.skipUploadDecisionPrompt &&
-        !String(extraContext.review_action || '').trim()
+        !reviewAction
      ) {
        uploadDecisionDialogOpen.value = true
        return null
      }

-      resetFlowRun({ rawText, attachmentCount: files.length })
-      if (rawText) {
+      resetFlowRun()
+      if (rawText && !reviewAction) {
        startFlowStep('intent', '正在识别业务意图...')
        startSemanticFlowPreview(rawText, { attachmentCount: files.length })
      }
@@ -4589,17 +4718,18 @@ export default {
        let ocrFilePreviews = []

        if (files.length) {
-          startFlowStep('ocr', `正在识别 ${files.length} 份附件...`)
+          const ocrStartedAt = Date.now()
+          startFlowStep('ocr', { detail: `正在识别 ${files.length} 份附件...`, startedAt: ocrStartedAt })
          try {
            ocrPayload = await recognizeOcrFiles(files)
            ocrSummary = buildOcrSummary(ocrPayload)
            ocrDocuments = normalizeOcrDocuments(ocrPayload)
            ocrFilePreviews = buildOcrFilePreviews(ocrPayload)
            rememberFilePreviews(ocrFilePreviews)
-            completeFlowStep('ocr', `识别到 ${ocrDocuments.length || files.length} 张票据`)
+            completeFlowStep('ocr', `识别到 ${ocrDocuments.length || files.length} 张票据`, Date.now() - ocrStartedAt)
          } catch (error) {
            console.warn('OCR request failed:', error)
-            completeFlowStep('ocr', 'OCR识别失败，已继续使用附件名称')
+            completeFlowStep('ocr', 'OCR识别失败，已继续使用附件名称', Date.now() - ocrStartedAt)
          }
        }

@@ -4619,16 +4749,9 @@ export default {
          extraContext.review_action = 'create_new_claim_from_documents'
        }

-        const runningExtractionStep = flowSteps.value.find(
-          (step) => step.key === 'extraction' && step.status === FLOW_STEP_STATUS_RUNNING
-        )
-        if (runningExtractionStep) {
-          completeFlowStep(
-            'extraction',
-            runningExtractionStep.detail || FLOW_STEP_FALLBACKS.extraction.completedText
-          )
-        }
-        startFlowStep('agent', FLOW_STEP_FALLBACKS.agent.runningText)
+        startExpenseClaimDraftFlowStep(String(extraContext.review_action || '').trim(), {
+          attachmentCount: effectiveFileNames.length
+        })

        const backendMessage = buildBackendMessage(rawText, effectiveFileNames, effectiveOcrSummary)
        const payload = await runOrchestrator(
@@ -4642,6 +4765,8 @@ export default {
              is_admin: Boolean(user.isAdmin),
              name: user.name || '',
              role: user.role || '',
+              department: user.department || user.departmentName || '',
+              department_name: user.department || user.departmentName || '',
              position: user.position || '',
              grade: user.grade || '',
              ...buildClientTimeContext(),
@@ -4749,7 +4874,10 @@ export default {
    }

    function openEditReviewDialog(message) {
-      reviewEditFields.value = cloneReviewEditFields(message?.reviewPayload?.edit_fields)
+      const sourceFields = reviewInlineBaseFields.value.length
+        ? mergeInlineReviewFields(reviewInlineBaseFields.value, reviewInlineForm.value)
+        : cloneReviewEditFields(message?.reviewPayload?.edit_fields)
+      reviewEditFields.value = cloneReviewEditFields(sourceFields)
      reviewActionMessageId.value = String(message?.id || '')
      reviewEditDialogOpen.value = true
    }
@@ -4761,22 +4889,46 @@ export default {
      reviewActionMessageId.value = ''
    }

-    async function applyEditedReview() {
+    function applyEditedReview() {
      if (reviewActionBusy.value) return

      reviewActionBusy.value = true
      try {
        const fields = cloneReviewEditFields(reviewEditFields.value)
-        await submitComposer({
-          rawText: buildReviewCorrectionMessage(fields),
-          userText: '我已修改识别信息，请按最新内容更新。',
-          pendingText: '正在根据修改内容重新识别...',
-          systemGenerated: true,
-          extraContext: {
-            review_action: 'edit_review',
-            review_form_values: buildReviewFormValues(fields)
-          }
+        const nextInlineState = buildInlineReviewState({
+          ...(activeReviewPayload.value || {}),
+          edit_fields: fields
        })
+        const nextReviewPayload = buildLocallySyncedReviewPayload(activeReviewPayload.value, nextInlineState)
+        const messageText = `${buildLocalReviewSavedMessage(
+          reviewInlineForm.value,
+          nextInlineState,
+          [],
+          reviewDocumentBaseDrafts.value,
+          reviewDocumentDrafts.value
+        )} ${buildLocalReviewCompletionMessage(nextReviewPayload)}`
+
+        reviewInlineForm.value = { ...nextInlineState }
+        reviewInlineBaseForm.value = { ...nextInlineState }
+        reviewInlineBaseFields.value = cloneReviewEditFields(fields)
+        if (latestReviewMessage.value) {
+          latestReviewMessage.value.reviewPayload = nextReviewPayload
+        }
+        if (currentInsight.value?.agent) {
+          currentInsight.value = {
+            ...currentInsight.value,
+            agent: {
+              ...currentInsight.value.agent,
+              reviewPayload: nextReviewPayload
+            }
+          }
+        }
+        messages.value.push(createMessage('assistant', messageText, [], {
+          meta: ['本地修改'],
+          draftPayload: latestReviewMessage.value?.draftPayload || null,
+          reviewPayload: nextReviewPayload
+        }))
+        nextTick(scrollToBottom)
      } finally {
        reviewActionBusy.value = false
      }
--- a/web/src/views/scripts/TravelRequestDetailView.js
+++ b/web/src/views/scripts/TravelRequestDetailView.js
@@ -44,9 +44,6 @@ const DOCUMENT_TYPE_LABELS = {

 const LOCATION_REQUIRED_EXPENSE_TYPES = new Set([
  'travel',
-  'hotel',
-  'transport',
-  'meal',
  'meeting',
  'entertainment'
 ])
@@ -100,7 +97,7 @@ function buildFallbackProgressSteps() {
  return [
    { index: 1, label: '保存草稿', time: '已完成', done: true, active: true },
    { index: 2, label: '待提交', time: '进行中', active: true, current: true },
-    { index: 3, label: 'AI验审', time: '待处理' },
+    { index: 3, label: 'AI预审', time: '待处理' },
    { index: 4, label: '直属领导审批', time: '待处理' },
    { index: 5, label: '财务审批', time: '待处理' },
    { index: 6, label: '归档入账', time: '待处理' }
@@ -281,9 +278,6 @@ function buildDraftBlockingIssues(request, expenseItems) {
  if (isPlaceholderValue(request.profileName)) {
    issues.push('申请人未完善')
  }
-  if (isPlaceholderValue(request.profileDepartment)) {
-    issues.push('所属部门未完善')
-  }
  if (isPlaceholderValue(request.typeLabel)) {
    issues.push('报销类型未完善')
  }
@@ -1097,9 +1091,9 @@ export default {
        const claimStatus = String(payload?.status || '').trim().toLowerCase()
        const approvalStage = String(payload?.approval_stage || payload?.approvalStage || '').trim()
        if (claimStatus === 'submitted') {
-          toast(`${request.value.id} 已完成 AI验审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`)
+          toast(`${request.value.id} 已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`)
        } else if (claimStatus === 'supplement') {
-          toast(`${request.value.id} AI验审未通过，已转待补充。`)
+          toast(`${request.value.id} AI预审未通过，已转待补充。`)
        } else {
          toast(`${request.value.id} 提交结果已更新。`)
        }