feat: 增强知识库索引与设置页面模块化拆分

扩展知识库索引任务和 RAG 检索支持增量入库和文档去重，优
化本体检测和规则匹配精度，前端设置页面拆分为 LLM、邮件
和 Hermes 员工同步子面板并重构样式，新增日志详情组件和
知识入库日志模型，补充单元测试覆盖。

server/src/app/schemas/user_agent.py

@@ -120,7 +120,7 @@ class UserAgentReviewDocumentCard(BaseModel):
     filename: str = Field(description="原始文件名。")
     document_type: str = Field(default="other", description="票据候选类型。")
     suggested_expense_type: str = Field(default="other", description="建议归属费用类型。")
-    scene_label: str = Field(default="", description="面向用户展示的场景标签。")
+    scene_label: str = Field(default="", description="面向用户展示的票据类型标签。")
     summary: str = Field(default="", description="逐票据摘要。")
     avg_score: float = Field(default=0.0, ge=0.0, le=1.0, description="OCR 平均得分。")
     preview_kind: str = Field(default="", description="票据预览类型，例如 image。")

server/src/app/services/expense_claim_constants.py

@@ -3,6 +3,8 @@ from __future__ import annotations
 import re
 from decimal import Decimal
 
+from app.services.expense_type_keywords import iter_expense_keywords
+
 EXPENSE_TYPE_LABELS = {
     "travel": "差旅",
     "train_ticket": "火车票",
@@ -12,10 +14,10 @@ EXPENSE_TYPE_LABELS = {
     "travel_allowance": "出差补贴",
     "hotel": "住宿",
     "transport": "交通",
-    "meal": "餐费",
+    "meal": "业务招待",
     "meeting": "会务",
     "entertainment": "招待",
-    "office": "办公",
+    "office": "办公用品",
     "training": "培训",
     "communication": "通讯",
     "welfare": "福利",
@@ -131,40 +133,19 @@ DOCUMENT_ROUTE_DESTINATION_LABELS = {
 GENERIC_ATTACHMENT_BACKFILL_ITEM_TYPES = {"", "other", "travel", "transport", "hotel"}
 LOCATION_REQUIRED_EXPENSE_TYPES = {"travel", "meeting", "entertainment"}
 EXPENSE_SCENE_KEYWORDS = {
-    "travel": ("差旅", "出差", "行程"),
+    code: tuple(iter_expense_keywords(code))
-    "hotel": ("酒店", "住宿", "房费", "客房", "入住", "离店"),
+    for code in (
-    "transport": (
+        "travel",
-        "交通",
+        "hotel",
-        "打车",
+        "transport",
-        "出租车",
+        "meal",
-        "网约车",
+        "entertainment",
-        "滴滴",
+        "office",
-        "出行",
+        "meeting",
-        "乘车",
+        "training",
-        "用车",
+        "communication",
-        "叫车",
+        "welfare",
-        "车费",
+    )
-        "车资",
-        "的士",
-        "高铁",
-        "动车",
-        "火车",
-        "机票",
-        "航班",
-        "行程单",
-        "登机",
-        "客票",
-        "公交",
-        "地铁",
-        "过路费",
-        "通行费",
-        "停车",
-    ),
-    "meal": ("餐饮", "餐费", "用餐", "外卖", "快餐", "酒楼", "饭店", "饭馆", "食品", "咖啡"),
-    "entertainment": ("招待", "宴请", "接待", "客户餐", "商务餐", "业务招待"),
-    "office": ("办公", "办公用品", "文具", "耗材", "打印", "纸张", "硒鼓", "墨盒", "鼠标", "键盘", "电脑"),
-    "meeting": ("会议", "会务", "会展", "会议室", "会场", "场地费", "论坛"),
-    "training": ("培训", "课程", "讲师", "教材", "学费", "认证"),
 }
 EXPENSE_TYPE_ALLOWED_DOCUMENT_SCENES = {
     "travel": {"travel", "hotel", "transport", "meal"},
@@ -185,7 +166,7 @@ DOCUMENT_SCENE_LABELS = {
     "travel": "差旅",
     "hotel": "住宿",
     "transport": "交通",
-    "meal": "餐饮",
+    "meal": "业务招待",
     "entertainment": "业务招待",
     "office": "办公用品",
     "meeting": "会务",

server/src/app/services/expense_claim_ontology_resolvers.py

@@ -87,6 +87,7 @@ from app.services.expense_claim_constants import (
     TRAVEL_POLICY_TRAIN_CLASS_PATTERNS,
     TRAVEL_POLICY_HOTEL_NIGHT_PATTERN,
 )
+from app.services.expense_type_keywords import resolve_expense_type_code_from_text
 from app.services.expense_claim_risk_review import ExpenseClaimRiskReviewMixin
 from app.services.expense_amounts import (
     extract_amount_candidates,
@@ -209,26 +210,7 @@ class ExpenseClaimOntologyResolverMixin:
                 or ""
             ).replace(" ", "")
             if compact:
-                if "招待" in compact or ("客户" in compact and any(word in compact for word in ("吃饭", "宴请", "请客", "用餐"))):
+                return resolve_expense_type_code_from_text(compact)
-                    return "entertainment"
-                if any(word in compact for word in ("差旅", "出差", "机票", "行程")):
-                    return "travel"
-                if any(word in compact for word in ("住宿", "酒店", "宾馆")):
-                    return "hotel"
-                if any(word in compact for word in ("交通", "打车", "网约车", "出租车", "乘车", "用车", "叫车", "车费", "车资", "的士", "停车")):
-                    return "transport"
-                if any(word in compact for word in ("餐费", "用餐", "午餐", "晚餐", "早餐", "伙食")):
-                    return "meal"
-                if "会务" in compact:
-                    return "meeting"
-                if any(word in compact for word in ("办公费", "办公用品", "文具", "耗材", "办公耗材", "打印纸", "办公设备", "键盘", "鼠标", "白板")):
-                    return "office"
-                if any(word in compact for word in ("培训费", "培训", "讲师费", "课时费", "课程费")):
-                    return "training"
-                if any(word in compact for word in ("通讯费", "话费", "流量费", "宽带费")):
-                    return "communication"
-                if any(word in compact for word in ("福利费", "团建", "慰问", "节日福利", "体检费")):
-                    return "welfare"
         return None
 
     @staticmethod

server/src/app/services/expense_rule_runtime.py

@@ -538,8 +538,8 @@ class ExpenseRuleRuntimeService:
         if any(keyword in normalized for keyword in ("市内交通", "打车", "网约车", "出租车")):
             return "transport"
         if "招待" in normalized and "餐" in normalized:
-            return "entertainment"
+            return "meal"
-        if "餐补" in normalized or normalized == "餐费":
+        if "餐补" in normalized or normalized in {"餐费", "业务招待费"}:
             return "meal"
         return ""
 
@@ -547,7 +547,7 @@ class ExpenseRuleRuntimeService:
     def _spreadsheet_metric_label(expense_type: str) -> str:
         return {
             "transport": "单笔交通金额",
-            "meal": "差旅餐补金额",
+            "meal": "业务招待费金额",
             "entertainment": "人均招待餐费",
         }.get(expense_type, "金额")
 

server/src/app/services/expense_rule_runtime_defaults.py

@@ -8,6 +8,7 @@ EXPENSE_RULE_CODE_BLOCK_PATTERN = re.compile(r"```expense-rule\s*(\{.*?\})\s*```
 DOCUMENT_TYPE_LABELS = {
     "flight_itinerary": "机票/航班行程单",
     "train_ticket": "火车/高铁票",
+    "ship_ticket": "轮船票",
     "hotel_invoice": "酒店住宿票据",
     "taxi_receipt": "出租车/网约车票据",
     "parking_toll_receipt": "停车/通行费票据",
@@ -24,9 +25,9 @@ SCENE_LABELS = {
     "travel": "差旅",
     "hotel": "住宿",
     "transport": "交通",
-    "meal": "餐饮",
+    "meal": "业务招待",
     "entertainment": "业务招待",
-    "office": "办公",
+    "office": "办公用品",
     "meeting": "会务",
     "training": "培训",
     "communication": "通讯",
@@ -73,7 +74,7 @@ DEFAULT_SCENE_MATRIX_CONFIG: dict[str, Any] = {
             },
         },
         "meal": {
-            "label": "餐费",
+            "label": "业务招待费",
             "location_required": False,
             "min_attachment_count": 1,
             "allowed_scene_codes": ["meal"],
@@ -84,7 +85,7 @@ DEFAULT_SCENE_MATRIX_CONFIG: dict[str, Any] = {
                 "warn_amount": "300.00",
                 "block_amount": "800.00",
                 "exception_keywords": ["客户接待", "团队活动", "加班", "展会", "超标说明"],
-                "metric_label": "餐费合计",
+                "metric_label": "业务招待费合计",
             },
         },
         "entertainment": {
@@ -103,7 +104,7 @@ DEFAULT_SCENE_MATRIX_CONFIG: dict[str, Any] = {
             },
         },
         "office": {
-            "label": "办公费",
+            "label": "办公用品费",
             "location_required": False,
             "min_attachment_count": 1,
             "allowed_scene_codes": ["office"],
@@ -114,7 +115,7 @@ DEFAULT_SCENE_MATRIX_CONFIG: dict[str, Any] = {
                 "warn_amount": "1500.00",
                 "block_amount": "5000.00",
                 "exception_keywords": ["批量采购", "固定资产", "部门集中采购", "超标说明"],
-                "metric_label": "办公费合计",
+                "metric_label": "办公用品费合计",
             },
         },
         "meeting": {

server/src/app/services/expense_type_keywords.py

@@ -0,0 +1,245 @@
+from __future__ import annotations
+
+from typing import Iterable
+
+
+EXPENSE_TYPE_KEYWORD_GROUPS: tuple[tuple[str, str, tuple[str, ...]], ...] = (
+    (
+        "travel",
+        "差旅费",
+        (
+            "差旅费",
+            "差旅",
+            "出差",
+            "外地出差",
+            "跨城交通",
+            "往返车票",
+            "机票",
+            "飞机票",
+            "航班",
+            "登机牌",
+            "行程单",
+            "火车票",
+            "高铁票",
+            "动车票",
+            "铁路客票",
+            "客票",
+        ),
+    ),
+    (
+        "hotel",
+        "住宿费",
+        (
+            "住宿费",
+            "住宿",
+            "酒店发票",
+            "酒店",
+            "宾馆",
+            "民宿",
+            "房费",
+            "客房",
+            "住店",
+            "入住",
+            "离店",
+            "住宿清单",
+        ),
+    ),
+    (
+        "transport",
+        "交通费",
+        (
+            "交通费",
+            "交通",
+            "市内交通",
+            "打车",
+            "网约车",
+            "出租车票",
+            "出租车",
+            "的士票",
+            "的士",
+            "滴滴",
+            "曹操出行",
+            "T3出行",
+            "出行",
+            "乘车费",
+            "乘车",
+            "用车",
+            "叫车",
+            "车费",
+            "车资",
+            "公交",
+            "地铁",
+            "停车费",
+            "停车",
+            "过路费",
+            "通行费",
+            "高速费",
+            "燃油费",
+            "油费",
+        ),
+    ),
+    (
+        "meal",
+        "业务招待费",
+        (
+            "业务招待费",
+            "业务招待",
+            "招待费",
+            "招待",
+            "客户招待",
+            "客户接待",
+            "商务接待",
+            "商务宴请",
+            "宴请",
+            "请客",
+            "请客户",
+            "客户用餐",
+            "客户餐",
+            "客户吃饭",
+            "陪同用餐",
+            "接待餐",
+            "餐费",
+            "伙食费",
+            "伙食",
+            "工作餐",
+            "餐饮",
+            "用餐",
+            "早餐",
+            "午餐",
+            "晚餐",
+            "夜宵",
+            "盒饭",
+            "茶歇",
+            "餐票",
+            "饭票",
+        ),
+    ),
+    (
+        "meeting",
+        "会务费",
+        (
+            "会务费",
+            "会务",
+            "会议费",
+            "会议",
+            "参会",
+            "会场",
+            "场地费",
+            "论坛",
+            "展会",
+            "研讨会",
+            "峰会",
+            "布展",
+        ),
+    ),
+    (
+        "office",
+        "办公用品费",
+        (
+            "办公用品费",
+            "办公费",
+            "办公用品",
+            "办公耗材",
+            "办公设备",
+            "办公",
+            "文具",
+            "耗材",
+            "打印纸",
+            "打印",
+            "纸张",
+            "硒鼓",
+            "墨盒",
+            "键盘",
+            "鼠标",
+            "白板",
+            "电脑配件",
+        ),
+    ),
+    (
+        "training",
+        "培训费",
+        (
+            "培训费",
+            "培训",
+            "讲师费",
+            "讲师",
+            "课时费",
+            "课程费",
+            "课程",
+            "教材",
+            "学费",
+            "考试费",
+            "认证费",
+            "认证",
+        ),
+    ),
+    (
+        "communication",
+        "通讯费",
+        (
+            "通讯费",
+            "通讯",
+            "话费",
+            "电话费",
+            "手机费",
+            "流量费",
+            "流量",
+            "宽带费",
+            "宽带",
+            "网络费",
+        ),
+    ),
+    (
+        "welfare",
+        "福利费",
+        (
+            "福利费",
+            "福利",
+            "团建",
+            "慰问",
+            "节日福利",
+            "体检费",
+            "体检",
+            "员工关怀",
+        ),
+    ),
+)
+
+
+EXPENSE_TYPE_LABEL_BY_CODE = {
+    code: label for code, label, _keywords in EXPENSE_TYPE_KEYWORD_GROUPS
+}
+EXPENSE_TYPE_LABEL_BY_CODE.setdefault("entertainment", "业务招待费")
+
+
+def build_expense_type_keyword_map() -> dict[str, str]:
+    mapping: dict[str, str] = {}
+    for code, _label, keywords in EXPENSE_TYPE_KEYWORD_GROUPS:
+        for keyword in keywords:
+            mapping.setdefault(keyword, code)
+    return mapping
+
+
+def iter_expense_keywords(*codes: str) -> Iterable[str]:
+    allowed_codes = {str(code or "").strip() for code in codes if str(code or "").strip()}
+    for code, _label, keywords in EXPENSE_TYPE_KEYWORD_GROUPS:
+        if allowed_codes and code not in allowed_codes:
+            continue
+        yield from keywords
+
+
+def resolve_expense_type_code_from_text(value: str) -> str | None:
+    compact = str(value or "").replace(" ", "")
+    if not compact:
+        return None
+    for code, _label, keywords in EXPENSE_TYPE_KEYWORD_GROUPS:
+        if any(keyword in compact for keyword in keywords):
+            return code
+    return None
+
+
+def resolve_expense_type_label_from_text(value: str) -> tuple[str, str] | None:
+    code = resolve_expense_type_code_from_text(value)
+    if not code:
+        return None
+    return code, EXPENSE_TYPE_LABEL_BY_CODE.get(code, str(value or "").strip())

server/src/app/services/knowledge_index_tasks.py

@@ -63,6 +63,7 @@ class KnowledgeIndexTaskManager:
         heartbeat_stop = threading.Event()
         heartbeat_thread: threading.Thread | None = None
         tool_call_id = ""
+        knowledge_ingest: dict[str, Any] | None = None
         tool_request_json = {
             "agent": AgentName.HERMES.value,
             "folder": folder,
@@ -74,6 +75,10 @@ class KnowledgeIndexTaskManager:
             run_service = AgentRunService(db)
             knowledge_service = KnowledgeService(db=db)
             rag_service = KnowledgeRagService(db=db)
+            knowledge_ingest = _build_initial_knowledge_ingest_state(
+                knowledge_service,
+                document_ids=document_ids,
+            )
 
             run_service.merge_route_json(
                 agent_run_id,
@@ -93,7 +98,18 @@ class KnowledgeIndexTaskManager:
                         "skipped_documents": 0,
                         "percent": 10 if document_ids else 100,
                     },
+                    "knowledge_ingest": knowledge_ingest,
                 },
+                result_summary=_build_ingest_running_summary(
+                    knowledge_ingest,
+                    {
+                        "total_documents": len(document_ids),
+                        "completed_documents": 0,
+                        "failed_documents": 0,
+                        "skipped_documents": 0,
+                        "percent": 10 if document_ids else 100,
+                    },
+                ),
             )
             tool_call = run_service.record_tool_call(
                 run_id=agent_run_id,
@@ -134,44 +150,159 @@ class KnowledgeIndexTaskManager:
             )
             heartbeat_thread.start()
 
-            response = rag_service.index_documents(document_ids=document_ids, force=force)
+            responses: list[dict[str, Any]] = []
-            succeeded_document_ids = [
+            succeeded_document_ids: list[str] = []
-                str(item).strip()
+            failed_documents: list[dict[str, str]] = []
-                for item in list(response.get("succeeded_document_ids") or [])
+            total_documents = len(document_ids)
-                if str(item).strip()
+
-            ]
+            for index, document_id in enumerate(document_ids, start=1):
-            failed_documents = [
+                _patch_ingest_document(
-                item
+                    knowledge_ingest,
-                for item in list(response.get("failed_documents") or [])
+                    document_id,
-                if isinstance(item, dict)
+                    {
-            ]
+                        "status": "running",
+                        "phase": "indexing",
+                        "started_at": datetime.now(UTC).isoformat(),
+                    },
+                    event=f"开始处理第 {index}/{total_documents} 个文件，正在写入 LightRAG。",
+                )
+                knowledge_ingest["current_document_id"] = document_id
+                _sync_ingest_route_json(
+                    run_service,
+                    agent_run_id,
+                    knowledge_ingest,
+                    progress=_build_ingest_progress(knowledge_ingest, total_documents),
+                )
+
+                try:
+                    response = rag_service.index_documents(document_ids=[document_id], force=force)
+                except Exception as exc:
+                    logger.exception(
+                        "Knowledge document index failed run_id=%s doc_id=%s",
+                        agent_run_id,
+                        document_id,
+                    )
+                    failed_documents.append(
+                        {
+                            "document_id": document_id,
+                            "status": "exception",
+                            "error": str(exc),
+                        }
+                    )
+                    _patch_ingest_document(
+                        knowledge_ingest,
+                        document_id,
+                        {
+                            "status": "failed",
+                            "phase": "failed",
+                            "finished_at": datetime.now(UTC).isoformat(),
+                            "error": str(exc),
+                        },
+                        event=f"归集失败：{exc}",
+                        level="error",
+                    )
+                    knowledge_service.set_document_ingest_statuses(
+                        [document_id],
+                        KNOWLEDGE_INGEST_STATUS_FAILED,
+                        agent_run_id=agent_run_id,
+                    )
+                    _refresh_ingest_graph(knowledge_ingest)
+                    _sync_ingest_route_json(
+                        run_service,
+                        agent_run_id,
+                        knowledge_ingest,
+                        progress=_build_ingest_progress(knowledge_ingest, total_documents),
+                    )
+                    continue
+
+                responses.append(response)
+                response_failed_documents = _extract_failed_documents(response, document_id)
+                document_summary = _extract_document_summary(response, document_id)
+                if response_failed_documents:
+                    failed_documents.extend(response_failed_documents)
+                    error_text = (
+                        response_failed_documents[0].get("error") or "LightRAG 未返回可查询状态"
+                    )
+                    _patch_ingest_document(
+                        knowledge_ingest,
+                        document_id,
+                        {
+                            **document_summary,
+                            "status": "failed",
+                            "phase": "failed",
+                            "finished_at": datetime.now(UTC).isoformat(),
+                            "error": error_text,
+                            "track_id": str(response.get("track_id") or "").strip(),
+                        },
+                        event=f"LightRAG 索引失败：{error_text}",
+                        level="error",
+                    )
+                    knowledge_service.set_document_ingest_statuses(
+                        [document_id],
+                        KNOWLEDGE_INGEST_STATUS_FAILED,
+                        agent_run_id=agent_run_id,
+                    )
+                else:
+                    succeeded_document_ids.append(document_id)
+                    chunk_count = int(document_summary.get("chunk_count") or 0)
+                    entity_count = int(document_summary.get("entity_count") or 0)
+                    relation_count = int(document_summary.get("relation_count") or 0)
+                    _patch_ingest_document(
+                        knowledge_ingest,
+                        document_id,
+                        {
+                            **document_summary,
+                            "status": "succeeded",
+                            "phase": "indexed",
+                            "finished_at": datetime.now(UTC).isoformat(),
+                            "track_id": str(response.get("track_id") or "").strip(),
+                        },
+                        event=(
+                            "LightRAG 索引完成："
+                            f"{chunk_count} 个 chunk，{entity_count} 个实体，"
+                            f"{relation_count} 条关系。"
+                        ),
+                    )
+                    knowledge_service.set_document_ingest_statuses(
+                        [document_id],
+                        KNOWLEDGE_INGEST_STATUS_INGESTED,
+                        agent_run_id=agent_run_id,
+                    )
+                _refresh_ingest_graph(knowledge_ingest)
+                _sync_ingest_route_json(
+                    run_service,
+                    agent_run_id,
+                    knowledge_ingest,
+                    progress=_build_ingest_progress(knowledge_ingest, total_documents),
+                )
+
             failed_document_ids = [
                 str(item.get("document_id") or "").strip()
                 for item in failed_documents
                 if str(item.get("document_id") or "").strip()
             ]
 
-            if succeeded_document_ids:
-                knowledge_service.set_document_ingest_statuses(
-                    succeeded_document_ids,
-                    KNOWLEDGE_INGEST_STATUS_INGESTED,
-                    agent_run_id=agent_run_id,
-                )
-            if failed_document_ids:
-                knowledge_service.set_document_ingest_statuses(
-                    failed_document_ids,
-                    KNOWLEDGE_INGEST_STATUS_FAILED,
-                    agent_run_id=agent_run_id,
-                )
-
             duration_ms = int((perf_counter() - started) * 1000)
             tool_status = "succeeded" if not failed_document_ids else "failed"
+            latest_track_id = _resolve_latest_track_id(responses)
+            knowledge_ingest["current_document_id"] = ""
+            knowledge_ingest["status"] = tool_status
+            knowledge_ingest["phase"] = "completed"
+            knowledge_ingest["finished_at"] = datetime.now(UTC).isoformat()
+            knowledge_ingest["graph"] = _build_ingest_graph(knowledge_ingest)
             heartbeat_stop.set()
             if heartbeat_thread is not None:
                 heartbeat_thread.join(timeout=1)
             run_service.update_tool_call(
                 tool_call_id,
-                response_json=response,
+                response_json={
+                    "track_id": latest_track_id,
+                    "requested_document_ids": document_ids,
+                    "succeeded_document_ids": succeeded_document_ids,
+                    "failed_documents": failed_documents,
+                    "documents": knowledge_ingest.get("documents", []),
+                    "responses": responses,
+                },
                 status=tool_status,
                 duration_ms=duration_ms,
                 error_message=None if tool_status == "succeeded" else "部分文档索引失败。",
@@ -183,14 +314,17 @@ class KnowledgeIndexTaskManager:
             summary = (
                 f"LightRAG 已完成 {completed_documents}/{total_documents} 个知识文档索引。"
                 if failed_count == 0
-                else f"LightRAG 已完成 {completed_documents}/{total_documents} 个知识文档索引，失败 {failed_count} 个。"
+                else (
+                    f"LightRAG 已完成 {completed_documents}/{total_documents} 个知识文档索引，"
+                    f"失败 {failed_count} 个。"
+                )
             )
             run_service.merge_route_json(
                 agent_run_id,
                 {
                     "job_type": "knowledge_index_sync",
                     "phase": "completed",
-                    "track_id": str(response.get("track_id") or "").strip(),
+                    "track_id": latest_track_id,
                     "heartbeat_at": datetime.now(UTC).isoformat(),
                     "progress": {
                         "total_documents": total_documents,
@@ -199,6 +333,7 @@ class KnowledgeIndexTaskManager:
                         "skipped_documents": 0,
                         "percent": 100,
                     },
+                    "knowledge_ingest": knowledge_ingest,
                 },
                 status=(
                     AgentRunStatus.SUCCEEDED.value
@@ -234,24 +369,50 @@ class KnowledgeIndexTaskManager:
                         error_message=str(exc),
                     )
                 KnowledgeService(db=db).set_document_ingest_statuses(
-                    document_ids,
+                    _resolve_failed_ingest_document_ids(knowledge_ingest, document_ids),
                     KNOWLEDGE_INGEST_STATUS_FAILED,
                     agent_run_id=agent_run_id,
                 )
+                if knowledge_ingest is not None:
+                    for document_id in document_ids:
+                        document = _find_ingest_document(knowledge_ingest, document_id)
+                        if document is None or document.get("status") in {"succeeded", "failed"}:
+                            continue
+                        _patch_ingest_document(
+                            knowledge_ingest,
+                            document_id,
+                            {
+                                "status": "failed",
+                                "phase": "failed",
+                                "finished_at": datetime.now(UTC).isoformat(),
+                                "error": str(exc),
+                            },
+                            event=f"归集任务中断：{exc}",
+                            level="error",
+                        )
+                    knowledge_ingest["status"] = "failed"
+                    knowledge_ingest["phase"] = "failed"
+                    knowledge_ingest["current_document_id"] = ""
+                    knowledge_ingest["finished_at"] = datetime.now(UTC).isoformat()
+                    knowledge_ingest["graph"] = _build_ingest_graph(knowledge_ingest)
+
+                route_payload: dict[str, Any] = {
+                    "job_type": "knowledge_index_sync",
+                    "phase": "failed",
+                    "heartbeat_at": datetime.now(UTC).isoformat(),
+                    "progress": {
+                        "total_documents": len(document_ids),
+                        "completed_documents": 0,
+                        "failed_documents": len(document_ids),
+                        "skipped_documents": 0,
+                        "percent": 100,
+                    },
+                }
+                if knowledge_ingest is not None:
+                    route_payload["knowledge_ingest"] = knowledge_ingest
                 AgentRunService(db).merge_route_json(
                     agent_run_id,
-                    {
+                    route_payload,
-                        "job_type": "knowledge_index_sync",
-                        "phase": "failed",
-                        "heartbeat_at": datetime.now(UTC).isoformat(),
-                        "progress": {
-                            "total_documents": len(document_ids),
-                            "completed_documents": 0,
-                            "failed_documents": len(document_ids),
-                            "skipped_documents": 0,
-                            "percent": 100,
-                        },
-                    },
                     status=AgentRunStatus.FAILED.value,
                     result_summary=str(exc),
                     error_message=str(exc),
@@ -267,4 +428,312 @@ class KnowledgeIndexTaskManager:
             db.close()
 
 
+def _build_initial_knowledge_ingest_state(
+    knowledge_service: KnowledgeService,
+    *,
+    document_ids: list[str],
+) -> dict[str, Any]:
+    now = datetime.now(UTC).isoformat()
+    documents = [
+        _build_initial_knowledge_ingest_document(knowledge_service, document_id, now=now)
+        for document_id in document_ids
+    ]
+    return {
+        "schema_version": 1,
+        "status": "running",
+        "phase": "queued",
+        "started_at": now,
+        "finished_at": None,
+        "current_document_id": documents[0]["document_id"] if documents else "",
+        "documents": documents,
+        "graph": _build_ingest_graph({"documents": documents}),
+    }
+
+
+def _build_initial_knowledge_ingest_document(
+    knowledge_service: KnowledgeService,
+    document_id: str,
+    *,
+    now: str,
+) -> dict[str, Any]:
+    try:
+        entry = knowledge_service.get_document_entry(document_id)
+    except Exception:
+        entry = {}
+    return {
+        "document_id": document_id,
+        "name": str(entry.get("original_name") or document_id).strip(),
+        "folder": str(entry.get("folder") or "").strip(),
+        "extension": str(entry.get("extension") or "").strip(),
+        "mime_type": str(entry.get("mime_type") or "").strip(),
+        "status": "queued",
+        "phase": "queued",
+        "started_at": None,
+        "finished_at": None,
+        "text_chars": 0,
+        "indexed_text_chars": 0,
+        "section_count": 0,
+        "sections": [],
+        "chunk_count": 0,
+        "chunk_ids": [],
+        "chunks": [],
+        "entity_count": 0,
+        "relation_count": 0,
+        "entities": [],
+        "relations": [],
+        "events": [
+            {
+                "at": now,
+                "level": "info",
+                "message": "已进入知识归集队列，等待 LightRAG 处理。",
+            }
+        ],
+    }
+
+
+def _patch_ingest_document(
+    knowledge_ingest: dict[str, Any],
+    document_id: str,
+    updates: dict[str, Any],
+    *,
+    event: str = "",
+    level: str = "info",
+) -> None:
+    document = _find_ingest_document(knowledge_ingest, document_id)
+    if document is None:
+        return
+    document.update(updates)
+    if event:
+        _append_ingest_event(document, event, level=level)
+
+
+def _append_ingest_event(document: dict[str, Any], message: str, *, level: str) -> None:
+    events = document.get("events")
+    if not isinstance(events, list):
+        events = []
+    events.append(
+        {
+            "at": datetime.now(UTC).isoformat(),
+            "level": level,
+            "message": message,
+        }
+    )
+    document["events"] = events[-30:]
+
+
+def _find_ingest_document(
+    knowledge_ingest: dict[str, Any],
+    document_id: str,
+) -> dict[str, Any] | None:
+    for document in list(knowledge_ingest.get("documents") or []):
+        if not isinstance(document, dict):
+            continue
+        if str(document.get("document_id") or "").strip() == document_id:
+            return document
+    return None
+
+
+def _sync_ingest_route_json(
+    run_service: AgentRunService,
+    agent_run_id: str,
+    knowledge_ingest: dict[str, Any],
+    *,
+    progress: dict[str, int],
+) -> None:
+    run_service.merge_route_json(
+        agent_run_id,
+        {
+            "job_type": "knowledge_index_sync",
+            "phase": "indexing",
+            "heartbeat_at": datetime.now(UTC).isoformat(),
+            "progress": progress,
+            "knowledge_ingest": knowledge_ingest,
+        },
+        result_summary=_build_ingest_running_summary(knowledge_ingest, progress),
+    )
+
+
+def _build_ingest_running_summary(
+    knowledge_ingest: dict[str, Any],
+    progress: dict[str, int],
+) -> str:
+    total_documents = int(progress.get("total_documents") or 0)
+    completed_documents = int(progress.get("completed_documents") or 0)
+    failed_documents = int(progress.get("failed_documents") or 0)
+    current_document_id = str(knowledge_ingest.get("current_document_id") or "").strip()
+    current_document = (
+        _find_ingest_document(knowledge_ingest, current_document_id)
+        if current_document_id
+        else None
+    )
+    if current_document is not None:
+        name = str(current_document.get("name") or current_document_id).strip()
+        current_index = _resolve_ingest_document_index(knowledge_ingest, current_document_id)
+        return (
+            f"知识归纳正在处理 {current_index}/{total_documents}：{name}。"
+            f"已完成 {completed_documents} 个，失败 {failed_documents} 个。"
+        )
+    return (
+        f"知识归纳正在运行，已完成 {completed_documents}/{total_documents} 个文档，"
+        f"失败 {failed_documents} 个。"
+    )
+
+
+def _resolve_ingest_document_index(
+    knowledge_ingest: dict[str, Any],
+    document_id: str,
+) -> int:
+    documents = [
+        item for item in list(knowledge_ingest.get("documents") or []) if isinstance(item, dict)
+    ]
+    for index, document in enumerate(documents, start=1):
+        if str(document.get("document_id") or "").strip() == document_id:
+            return index
+    return 0
+
+
+def _build_ingest_progress(
+    knowledge_ingest: dict[str, Any],
+    total_documents: int,
+) -> dict[str, int]:
+    documents = [
+        item for item in list(knowledge_ingest.get("documents") or []) if isinstance(item, dict)
+    ]
+    completed_documents = sum(1 for item in documents if item.get("status") == "succeeded")
+    failed_documents = sum(1 for item in documents if item.get("status") == "failed")
+    skipped_documents = sum(1 for item in documents if item.get("status") == "skipped")
+    done_documents = completed_documents + failed_documents + skipped_documents
+    if total_documents <= 0:
+        percent = 100
+    else:
+        percent = min(95, max(10, 10 + int(done_documents * 85 / total_documents)))
+    return {
+        "total_documents": total_documents,
+        "completed_documents": completed_documents,
+        "failed_documents": failed_documents,
+        "skipped_documents": skipped_documents,
+        "percent": percent,
+    }
+
+
+def _extract_document_summary(response: dict[str, Any], document_id: str) -> dict[str, Any]:
+    for item in list(response.get("document_summaries") or []):
+        if not isinstance(item, dict):
+            continue
+        if str(item.get("document_id") or "").strip() == document_id:
+            return dict(item)
+    return {}
+
+
+def _extract_failed_documents(
+    response: dict[str, Any],
+    document_id: str,
+) -> list[dict[str, str]]:
+    failed_documents: list[dict[str, str]] = []
+    for item in list(response.get("failed_documents") or []):
+        if not isinstance(item, dict):
+            continue
+        item_document_id = str(item.get("document_id") or "").strip()
+        if item_document_id and item_document_id != document_id:
+            continue
+        failed_documents.append(
+            {
+                "document_id": item_document_id or document_id,
+                "status": str(item.get("status") or "failed").strip(),
+                "error": str(item.get("error") or "LightRAG 索引失败").strip(),
+            }
+        )
+    return failed_documents
+
+
+def _resolve_failed_ingest_document_ids(
+    knowledge_ingest: dict[str, Any] | None,
+    document_ids: list[str],
+) -> list[str]:
+    if knowledge_ingest is None:
+        return document_ids
+    failed_document_ids: list[str] = []
+    seen_document_ids: set[str] = set()
+    for document in list(knowledge_ingest.get("documents") or []):
+        if not isinstance(document, dict):
+            continue
+        document_id = str(document.get("document_id") or "").strip()
+        if not document_id:
+            continue
+        seen_document_ids.add(document_id)
+        if document.get("status") != "succeeded":
+            failed_document_ids.append(document_id)
+    failed_document_ids.extend(
+        document_id for document_id in document_ids if document_id not in seen_document_ids
+    )
+    return failed_document_ids
+
+
+def _refresh_ingest_graph(knowledge_ingest: dict[str, Any]) -> None:
+    knowledge_ingest["graph"] = _build_ingest_graph(knowledge_ingest)
+
+
+def _build_ingest_graph(knowledge_ingest: dict[str, Any]) -> dict[str, Any]:
+    documents = [
+        item for item in list(knowledge_ingest.get("documents") or []) if isinstance(item, dict)
+    ]
+    entities = _dedupe_text_items(
+        entity for document in documents for entity in list(document.get("entities") or [])
+    )
+    relations = _dedupe_relations(
+        relation for document in documents for relation in list(document.get("relations") or [])
+    )
+    return {
+        "chunk_count": sum(_to_int(document.get("chunk_count")) for document in documents),
+        "entity_count": sum(_to_int(document.get("entity_count")) for document in documents),
+        "relation_count": sum(_to_int(document.get("relation_count")) for document in documents),
+        "entities": entities[:60],
+        "relations": relations[:60],
+    }
+
+
+def _dedupe_text_items(items: Any) -> list[str]:
+    deduped: list[str] = []
+    seen: set[str] = set()
+    for item in items:
+        text = str(item or "").strip()
+        if not text or text in seen:
+            continue
+        seen.add(text)
+        deduped.append(text)
+    return deduped
+
+
+def _dedupe_relations(items: Any) -> list[dict[str, str]]:
+    deduped: list[dict[str, str]] = []
+    seen: set[tuple[str, str, str]] = set()
+    for item in items:
+        if not isinstance(item, dict):
+            continue
+        source = str(item.get("source") or "").strip()
+        target = str(item.get("target") or "").strip()
+        relation_type = str(item.get("type") or "关联").strip()
+        key = (source, target, relation_type)
+        if not source or not target or key in seen:
+            continue
+        seen.add(key)
+        deduped.append({"source": source, "target": target, "type": relation_type})
+    return deduped
+
+
+def _resolve_latest_track_id(responses: list[dict[str, Any]]) -> str:
+    for response in reversed(responses):
+        track_id = str(response.get("track_id") or "").strip()
+        if track_id:
+            return track_id
+    return ""
+
+
+def _to_int(value: Any) -> int:
+    try:
+        return int(value or 0)
+    except (TypeError, ValueError):
+        return 0
+
+
 knowledge_index_task_manager = KnowledgeIndexTaskManager()

server/src/app/services/knowledge_ingest_log.py

@@ -0,0 +1,224 @@
+from __future__ import annotations
+
+import json
+import re
+from pathlib import Path
+from typing import Any
+
+MAX_INGEST_LOG_CHUNKS = 24
+MAX_INGEST_LOG_ENTITIES = 24
+MAX_INGEST_LOG_RELATIONS = 24
+MAX_INGEST_LOG_SECTIONS = 12
+MAX_INGEST_LOG_TEXT_PREVIEW = 180
+
+INGEST_SECTION_HEADING_PATTERN = re.compile(
+    r"^(?:#{1,4}\s+.+|第[一二三四五六七八九十百零0-9]+[章节条]\s*.*)$"
+)
+
+
+def build_ingest_document_summary(
+    *,
+    document_id: str,
+    entry: dict[str, Any],
+    raw_text: str,
+    indexed_text: str,
+) -> dict[str, Any]:
+    raw_text_value = str(raw_text or "")
+    indexed_text_value = str(indexed_text or "")
+    sections = _extract_ingest_sections(indexed_text_value)
+    return {
+        "document_id": document_id,
+        "name": str(entry.get("original_name") or "").strip(),
+        "folder": str(entry.get("folder") or "").strip(),
+        "extension": str(entry.get("extension") or "").strip(),
+        "mime_type": str(entry.get("mime_type") or "").strip(),
+        "text_chars": len(raw_text_value),
+        "indexed_text_chars": len(indexed_text_value),
+        "section_count": len(sections),
+        "sections": sections,
+        "chunk_count": 0,
+        "chunk_ids": [],
+        "chunks": [],
+        "entity_count": 0,
+        "relation_count": 0,
+        "entities": [],
+        "relations": [],
+    }
+
+
+def build_ingest_status_summary(
+    *,
+    status_payload: dict[str, Any],
+    graph_summary: dict[str, Any],
+) -> dict[str, Any]:
+    chunk_ids = _normalize_chunk_ids(status_payload)
+    chunk_count = _resolve_chunk_count(status_payload, chunk_ids)
+    return {
+        "lightrag_status": str(status_payload.get("status") or "").strip(),
+        "query_ready": bool(status_payload.get("query_ready")),
+        "chunk_count": chunk_count,
+        "chunk_ids": chunk_ids[:MAX_INGEST_LOG_CHUNKS],
+        **graph_summary,
+    }
+
+
+def build_document_graph_summary(
+    storage_root: Path,
+    *,
+    workspace: str,
+    document_id: str,
+) -> dict[str, Any]:
+    workspace_dir = (
+        Path(storage_root) / "knowledge" / ".lightrag" / str(workspace).strip()
+    ).resolve()
+    entities_payload = _load_json_file(workspace_dir / "kv_store_full_entities.json")
+    relations_payload = _load_json_file(workspace_dir / "kv_store_full_relations.json")
+    chunks_payload = _load_json_file(workspace_dir / "kv_store_text_chunks.json")
+
+    entities = _normalize_document_entities(entities_payload, document_id)
+    relations = _normalize_document_relations(relations_payload, document_id)
+    chunks = _normalize_document_chunks(chunks_payload, document_id)
+    return {
+        "entity_count": len(entities),
+        "relation_count": len(relations),
+        "entities": entities[:MAX_INGEST_LOG_ENTITIES],
+        "relations": relations[:MAX_INGEST_LOG_RELATIONS],
+        "chunks": chunks[:MAX_INGEST_LOG_CHUNKS],
+    }
+
+
+def _extract_ingest_sections(text: str) -> list[dict[str, str]]:
+    sections: list[dict[str, str]] = []
+    lines = [line.strip() for line in str(text or "").splitlines()]
+    for index, line in enumerate(lines):
+        if len(sections) >= MAX_INGEST_LOG_SECTIONS:
+            break
+        if not line or len(line) > 90 or not INGEST_SECTION_HEADING_PATTERN.match(line):
+            continue
+        sections.append(
+            {
+                "title": line.lstrip("#").strip(),
+                "excerpt": _find_following_excerpt(lines[index + 1 :]),
+            }
+        )
+    return sections
+
+
+def _find_following_excerpt(lines: list[str]) -> str:
+    collected: list[str] = []
+    for line in lines:
+        if not line:
+            continue
+        if INGEST_SECTION_HEADING_PATTERN.match(line):
+            break
+        collected.append(line)
+        if len(" ".join(collected)) >= MAX_INGEST_LOG_TEXT_PREVIEW:
+            break
+    return _truncate_text(" ".join(collected), max_length=MAX_INGEST_LOG_TEXT_PREVIEW)
+
+
+def _normalize_chunk_ids(status_payload: dict[str, Any]) -> list[str]:
+    chunks_list = status_payload.get("chunks_list")
+    if not isinstance(chunks_list, list):
+        return []
+    return [str(item).strip() for item in chunks_list if str(item or "").strip()]
+
+
+def _resolve_chunk_count(status_payload: dict[str, Any], chunk_ids: list[str]) -> int:
+    try:
+        return int(status_payload.get("chunks_count") or len(chunk_ids))
+    except (TypeError, ValueError):
+        return len(chunk_ids)
+
+
+def _load_json_file(path: Path) -> dict[str, Any]:
+    try:
+        payload = json.loads(path.read_text(encoding="utf-8"))
+    except (FileNotFoundError, json.JSONDecodeError, OSError):
+        return {}
+    return payload if isinstance(payload, dict) else {}
+
+
+def _normalize_document_entities(payload: dict[str, Any], document_id: str) -> list[str]:
+    document_payload = payload.get(document_id) if isinstance(payload, dict) else {}
+    entity_names = (
+        document_payload.get("entity_names") if isinstance(document_payload, dict) else []
+    )
+    if not isinstance(entity_names, list):
+        return []
+    return _dedupe_text_items(entity_names)
+
+
+def _normalize_document_relations(
+    payload: dict[str, Any], document_id: str
+) -> list[dict[str, str]]:
+    document_payload = payload.get(document_id) if isinstance(payload, dict) else {}
+    relation_pairs = (
+        document_payload.get("relation_pairs") if isinstance(document_payload, dict) else []
+    )
+    if not isinstance(relation_pairs, list):
+        return []
+
+    relations: list[dict[str, str]] = []
+    seen: set[tuple[str, str]] = set()
+    for pair in relation_pairs:
+        if not isinstance(pair, (list, tuple)) or len(pair) < 2:
+            continue
+        source = str(pair[0] or "").strip()
+        target = str(pair[1] or "").strip()
+        if not source or not target or (source, target) in seen:
+            continue
+        seen.add((source, target))
+        relations.append({"source": source, "target": target, "type": "关联"})
+    return relations
+
+
+def _normalize_document_chunks(payload: dict[str, Any], document_id: str) -> list[dict[str, Any]]:
+    chunks: list[dict[str, Any]] = []
+    for chunk_id, raw_chunk in payload.items():
+        if not isinstance(raw_chunk, dict):
+            continue
+        if str(raw_chunk.get("full_doc_id") or "").strip() != document_id:
+            continue
+        content = str(raw_chunk.get("content") or "").strip()
+        chunks.append(
+            {
+                "id": str(raw_chunk.get("_id") or chunk_id).strip(),
+                "order": _to_int(raw_chunk.get("chunk_order_index")),
+                "tokens": _to_int(raw_chunk.get("tokens")),
+                "summary": _build_chunk_summary(content),
+            }
+        )
+    return sorted(chunks, key=lambda item: (item["order"], item["id"]))
+
+
+def _build_chunk_summary(content: str) -> str:
+    lines = [line.strip() for line in str(content or "").splitlines() if line.strip()]
+    text = next((line for line in lines if len(line) >= 12), lines[0] if lines else "")
+    return _truncate_text(text, max_length=MAX_INGEST_LOG_TEXT_PREVIEW)
+
+
+def _dedupe_text_items(items: list[Any]) -> list[str]:
+    deduped: list[str] = []
+    seen: set[str] = set()
+    for item in items:
+        text = str(item or "").strip()
+        if not text or text in seen:
+            continue
+        seen.add(text)
+        deduped.append(text)
+    return deduped
+
+
+def _to_int(value: Any) -> int:
+    try:
+        return int(value or 0)
+    except (TypeError, ValueError):
+        return 0
+
+
+def _truncate_text(text: str, *, max_length: int) -> str:
+    normalized = " ".join(str(text or "").split()).strip()
+    if len(normalized) <= max_length:
+        return normalized
+    return f"{normalized[: max_length - 3].rstrip()}..."

server/src/app/services/knowledge_rag.py

@@ -12,24 +12,15 @@ from sqlalchemy.orm import Session
 from app.core.config import get_settings
 from app.core.logging import get_logger
 from app.db.session import get_session_factory
+from app.services.knowledge_ingest_log import (
+    build_document_graph_summary,
+    build_ingest_document_summary,
+    build_ingest_status_summary,
+)
 from app.services.knowledge_rag_runtime import (
-    DEFAULT_EMBEDDING_TIMEOUT_SECONDS,
-    DEFAULT_LIGHTRAG_QUERY_MODE,
-    DEFAULT_LLM_TIMEOUT_SECONDS,
     KnowledgeRagError,
     RuntimeModelConfig,
     _LightRagRuntime,
-    _build_ali_rerank_request,
-    _build_azure_deployment_base,
-    _build_headers,
-    _ensure_path,
-    _extract_chat_text,
-    _extract_embedding_vectors,
-    _extract_error_message,
-    _extract_rerank_results,
-    _normalize_endpoint,
-    _parse_json_body,
-    _send_json_request,
 )
 from app.services.settings import SettingsService
 
@@ -76,11 +67,9 @@ STRUCTURED_APPENDIX_LEADING_MARKERS = (
     "# 结构化表格补充",
 )
 STRUCTURED_APPENDIX_LEADING_WINDOW = 220
-
-
 _runtime_lock = threading.RLock()
-_runtime_instance: _LightRagRuntime | None = None
+_runtime_instances: dict[int, _LightRagRuntime] = {}
-_runtime_signature: tuple[Any, ...] | None = None
+_runtime_signatures: dict[int, tuple[Any, ...]] = {}
 
 
 class KnowledgeRagService:
@@ -147,7 +136,11 @@ class KnowledgeRagService:
             "query": normalized_query,
             "record_count": len(hits),
             "hits": hits,
-            "references": [str(item.get("code") or "").strip() for item in hits if str(item.get("code") or "").strip()],
+            "references": [
+                str(item.get("code") or "").strip()
+                for item in hits
+                if str(item.get("code") or "").strip()
+            ],
             "raw_references": references,
             "metadata": raw.get("metadata") if isinstance(raw, dict) else {},
             "message": f"已从知识库中检索到 {len(hits)} 条相关内容。",
@@ -172,6 +165,7 @@ class KnowledgeRagService:
         )
         texts: list[str] = []
         file_paths: list[str] = []
+        document_summaries: list[dict[str, Any]] = []
 
         runtime = self._get_runtime()
         existing_statuses = runtime.get_document_statuses(normalized_ids)
@@ -182,12 +176,29 @@ class KnowledgeRagService:
                 try:
                     runtime.delete_document(document_id)
                 except Exception as exc:
-                    logger.warning("Delete existing LightRAG document failed doc_id=%s: %s", document_id, exc)
+                    logger.warning(
+                        "Delete existing LightRAG document failed doc_id=%s: %s", document_id, exc
+                    )
             text = knowledge_service.extract_document_text(document_id)
+            raw_text = text
             if normalization_service is not None:
                 text = normalization_service.build_enriched_text(text)
             texts.append(text)
-            file_paths.append(str((knowledge_service.library_root / entry["folder"] / entry["stored_name"]).resolve()))
+            file_paths.append(
+                str(
+                    (
+                        knowledge_service.library_root / entry["folder"] / entry["stored_name"]
+                    ).resolve()
+                )
+            )
+            document_summaries.append(
+                build_ingest_document_summary(
+                    document_id=document_id,
+                    entry=entry,
+                    raw_text=raw_text,
+                    indexed_text=text,
+                )
+            )
 
         track_id = runtime.insert_documents(
             texts=texts,
@@ -198,10 +209,32 @@ class KnowledgeRagService:
         statuses = runtime.get_document_statuses(normalized_ids)
         succeeded_document_ids: list[str] = []
         failed_documents: list[dict[str, str]] = []
+        summary_by_id = {
+            str(item.get("document_id") or "").strip(): item
+            for item in document_summaries
+            if str(item.get("document_id") or "").strip()
+        }
 
         for document_id in normalized_ids:
             status_obj = statuses.get(document_id)
             status_text = self._status_value(status_obj)
+            status_payload = self._serialize_status(status_obj)
+            workspace = (
+                os.environ.get("LIGHTRAG_WORKSPACE", DEFAULT_LIGHTRAG_WORKSPACE).strip()
+                or DEFAULT_LIGHTRAG_WORKSPACE
+            )
+            graph_summary = build_document_graph_summary(
+                self.storage_root,
+                workspace=workspace,
+                document_id=document_id,
+            )
+            if document_id in summary_by_id:
+                summary_by_id[document_id].update(
+                    build_ingest_status_summary(
+                        status_payload=status_payload,
+                        graph_summary=graph_summary,
+                    )
+                )
             if self.is_query_ready_status(status_obj):
                 succeeded_document_ids.append(document_id)
                 continue
@@ -218,13 +251,18 @@ class KnowledgeRagService:
             "requested_document_ids": normalized_ids,
             "succeeded_document_ids": succeeded_document_ids,
             "failed_documents": failed_documents,
+            "document_summaries": [
+                summary_by_id.get(document_id, {}) for document_id in normalized_ids
+            ],
             "status_snapshot": {
                 document_id: self._serialize_status(status_obj)
                 for document_id, status_obj in statuses.items()
             },
         }
 
-    def get_document_status_map(self, document_ids: list[str] | None = None) -> dict[str, dict[str, Any]]:
+    def get_document_status_map(
+        self, document_ids: list[str] | None = None
+    ) -> dict[str, dict[str, Any]]:
         target_ids = [str(item).strip() for item in document_ids or [] if str(item).strip()]
         if not target_ids:
             return {}
@@ -248,28 +286,32 @@ class KnowledgeRagService:
             logger.warning("Delete LightRAG document ignored doc_id=%s: %s", normalized_id, exc)
 
     def _get_runtime(self) -> _LightRagRuntime:
-        global _runtime_instance, _runtime_signature
-
         signature, runtime_kwargs = self._build_runtime_signature()
+        thread_id = threading.get_ident()
         with _runtime_lock:
-            if _runtime_instance is not None and _runtime_signature == signature:
+            runtime = _runtime_instances.get(thread_id)
-                return _runtime_instance
+            if runtime is not None and _runtime_signatures.get(thread_id) == signature:
+                return runtime
 
-            if _runtime_instance is not None:
+            if runtime is not None:
                 try:
-                    _runtime_instance.finalize()
+                    runtime.finalize()
                 except Exception as exc:  # pragma: no cover - best effort cleanup
                     logger.warning("Finalize previous LightRAG runtime failed: %s", exc)
 
-            _runtime_instance = _LightRagRuntime(**runtime_kwargs)
+            runtime = _LightRagRuntime(**runtime_kwargs)
-            _runtime_signature = signature
+            _runtime_instances[thread_id] = runtime
-            return _runtime_instance
+            _runtime_signatures[thread_id] = signature
+            return runtime
 
     def _build_runtime_signature(self) -> tuple[tuple[Any, ...], dict[str, Any]]:
         configs = self._load_runtime_configs()
         settings = get_settings()
         working_dir = (self.storage_root / "knowledge" / ".lightrag").resolve()
-        workspace = os.environ.get("LIGHTRAG_WORKSPACE", DEFAULT_LIGHTRAG_WORKSPACE).strip() or DEFAULT_LIGHTRAG_WORKSPACE
+        workspace = (
+            os.environ.get("LIGHTRAG_WORKSPACE", DEFAULT_LIGHTRAG_WORKSPACE).strip()
+            or DEFAULT_LIGHTRAG_WORKSPACE
+        )
         qdrant_url = os.environ.get("QDRANT_URL", "").strip() or _resolve_default_qdrant_url()
         qdrant_api_key = os.environ.get("QDRANT_API_KEY", "").strip()
 
@@ -318,7 +360,9 @@ class KnowledgeRagService:
         try:
             settings_service = SettingsService(session)
             main = self._normalize_runtime_model(settings_service.get_runtime_model_config("main"))
-            embedding = self._normalize_runtime_model(settings_service.get_runtime_model_config("embedding"))
+            embedding = self._normalize_runtime_model(
+                settings_service.get_runtime_model_config("embedding")
+            )
             try:
                 backup_raw = settings_service.get_runtime_model_config("backup")
                 backup = self._normalize_runtime_model(backup_raw)
@@ -405,7 +449,9 @@ class KnowledgeRagService:
 
             document_id, document_name = _parse_document_identity(file_path)
             normalized_chunk_id = chunk_id or f"path-{rank}"
-            normalized_content = _truncate_text(content, max_length=MAX_KNOWLEDGE_HIT_CONTENT_LENGTH)
+            normalized_content = _truncate_text(
+                content, max_length=MAX_KNOWLEDGE_HIT_CONTENT_LENGTH
+            )
             excerpt = _build_query_focused_excerpt(
                 normalized_content,
                 query_terms=query_terms,
@@ -510,17 +556,14 @@ class KnowledgeRagService:
 
 
 def shutdown_knowledge_rag_runtime() -> None:
-    global _runtime_instance, _runtime_signature
-
     with _runtime_lock:
-        if _runtime_instance is None:
+        for runtime in list(_runtime_instances.values()):
-            return
+            try:
-        try:
+                runtime.finalize()
-            _runtime_instance.finalize()
+            except Exception as exc:  # pragma: no cover - best effort cleanup
-        except Exception as exc:  # pragma: no cover - best effort cleanup
+                logger.warning("Finalize LightRAG runtime failed during shutdown: %s", exc)
-            logger.warning("Finalize LightRAG runtime failed during shutdown: %s", exc)
+        _runtime_instances.clear()
-        _runtime_instance = None
+        _runtime_signatures.clear()
-        _runtime_signature = None
 
 
 def _parse_document_identity(file_path: str) -> tuple[str, str]:
@@ -551,9 +594,7 @@ def _build_query_focused_excerpt(
 
     lowered = normalized.lower()
     match_positions = [
-        lowered.find(term)
+        lowered.find(term) for term in query_terms if term and lowered.find(term) >= 0
-        for term in query_terms
-        if term and lowered.find(term) >= 0
     ]
     if not match_positions:
         return _build_excerpt(normalized, max_length=max_length)
@@ -649,7 +690,9 @@ def _score_knowledge_hit(
     elif leading_appendix_marker == "# 重点章节摘录":
         score += 4 if matched_terms else -12
     elif leading_appendix_marker == "# 问答线索补充":
-        score += 8 if matched_terms and not prefers_tabular_evidence else 2 if matched_terms else -20
+        score += (
+            8 if matched_terms and not prefers_tabular_evidence else 2 if matched_terms else -20
+        )
     elif leading_appendix_marker == "# 结构化表格补充":
         if prefers_tabular_evidence and matched_terms:
             score += 16
@@ -666,7 +709,11 @@ def _score_knowledge_hit(
         score += 4
     if matched_terms and any(marker in content for marker in ("附表", "第", "条")):
         score += 4
-    if not prefers_tabular_evidence and matched_terms and any(marker in content for marker in ("第", "条", "：", "-", "•")):
+    if (
+        not prefers_tabular_evidence
+        and matched_terms
+        and any(marker in content for marker in ("第", "条", "：", "-", "•"))
+    ):
         score += 4
     if title and any(term in title for term in query_terms):
         score += 6

server/src/app/services/ontology.py

@@ -170,6 +170,7 @@ class SemanticOntologyService(
         entities = self._merge_entities(
             entities,
             model_parse.entity_hints if model_parse is not None else [],
+            compact_query,
         )
         intent = self._resolve_intent(
             compact_query,
@@ -193,6 +194,11 @@ class SemanticOntologyService(
                 context_json=context_json,
             )
         )
+        missing_slots = self._filter_expense_missing_slots(
+            compact_query=compact_query,
+            entities=entities,
+            missing_slots=missing_slots,
+        )
         relax_knowledge_follow_up = self._should_relax_knowledge_follow_up_clarification(
             compact_query=compact_query,
             scenario=scenario,
@@ -306,6 +312,45 @@ class SemanticOntologyService(
         follow_up_markers = ("那", "那么", "这个", "这种", "呢", "的话", "p", "P")
         return any(marker in compact_query for marker in follow_up_markers)
 
+    @staticmethod
+    def _filter_expense_missing_slots(
+        *,
+        compact_query: str,
+        entities: list[object],
+        missing_slots: list[str],
+    ) -> list[str]:
+        expense_types = {
+            str(getattr(item, "normalized_value", "") or getattr(item, "value", "") or "").strip()
+            for item in entities
+            if getattr(item, "type", "") == "expense_type"
+        }
+        has_transport = "transport" in expense_types
+        has_entertainment = "entertainment" in expense_types
+        explicit_entertainment = any(
+            keyword in compact_query
+            for keyword in (
+                "业务招待",
+                "招待费",
+                "招待",
+                "宴请",
+                "请客",
+                "请客户吃饭",
+                "客户吃饭",
+                "客户用餐",
+                "客户餐",
+                "商务接待",
+                "商务宴请",
+                "接待餐",
+            )
+        )
+        if has_transport and not has_entertainment and not explicit_entertainment:
+            return [
+                item
+                for item in missing_slots
+                if item not in {"customer_name", "participants"}
+            ]
+        return missing_slots
+
     def _record_semantic_parse(
         self,
         *,

server/src/app/services/ontology_detection.py

@@ -37,6 +37,39 @@ from app.services.ontology_rules import (
 logger = get_logger("app.services.ontology")
 
 
+TRANSPORT_EXPENSE_OVERRIDE_KEYWORDS = (
+    "打车",
+    "网约车",
+    "出租车票",
+    "出租车",
+    "的士票",
+    "的士",
+    "滴滴",
+    "市内交通",
+    "乘车",
+    "乘车费",
+    "用车",
+    "叫车",
+    "车费",
+    "车资",
+    "机场",
+)
+EXPLICIT_ENTERTAINMENT_KEYWORDS = (
+    "业务招待",
+    "招待费",
+    "招待",
+    "宴请",
+    "请客",
+    "请客户吃饭",
+    "客户吃饭",
+    "客户用餐",
+    "客户餐",
+    "商务接待",
+    "商务宴请",
+    "接待餐",
+)
+
+
 class OntologyDetectionMixin:
     def _detect_scenario(self, compact_query: str) -> tuple[str, float]:
         scores = {key: 0.0 for key in SCENARIO_KEYWORDS}
@@ -337,6 +370,9 @@ class OntologyDetectionMixin:
             "出现“客户”不等于应收，出现“供应商”不等于应付，必须结合动作词和业务目标判断。"
             "只有明确查询、统计、列出、多少、明细、对比时才优先使用 query 或 compare。"
             "附件名称和 OCR 摘要只作为辅助证据，不能编造未出现的事实。"
+            "如果用户明确提到打车、的士票、出租车票、网约车、乘车费、车费等交通票据，"
+            "即使句子里出现“客户”，也必须优先识别为 transport，不要推断为 entertainment。"
+            "不要输出用户原文未出现、且与规则候选冲突的费用类型。"
             "信息不足时 clarification_required=true，并给出一句简短中文追问。"
             "missing_slots 使用简短 snake_case，例如 expense_type, amount, "
             "customer_name, participants, attachments。"
@@ -351,12 +387,12 @@ class OntologyDetectionMixin:
             '  "intent": "draft",\n'
             '  "confidence": 0.88,\n'
             '  "clarification_required": true,\n'
-            '  "clarification_question": "请补充客户单位、参与人员和票据附件。",\n'
+            '  "clarification_question": "请补充发生时间、金额和票据附件。",\n'
-            '  "missing_slots": ["customer_name", "participants", "attachments"],\n'
+            '  "missing_slots": ["time_range", "amount", "attachments"],\n'
             '  "ambiguity": [],\n'
             '  "entity_hints": [\n'
-            '    {"type": "expense_type", "value": "招待", '
+            '    {"type": "expense_type", "value": "交通费", '
-            '"normalized_value": "entertainment", "role": "filter", '
+            '"normalized_value": "transport", "role": "filter", '
             '"confidence": 0.86}\n'
             "  ]\n"
             "}"
@@ -432,6 +468,7 @@ class OntologyDetectionMixin:
     def _merge_entities(
         base_entities: list[OntologyEntity],
         entity_hints: list[LlmOntologyEntityHint],
+        compact_query: str = "",
     ) -> list[OntologyEntity]:
         merged: dict[tuple[str, str], OntologyEntity] = {
             (item.type, item.normalized_value): item for item in base_entities
@@ -454,7 +491,36 @@ class OntologyDetectionMixin:
             if existing is None or existing.confidence < candidate.confidence:
                 merged[key] = candidate
 
-        return list(merged.values())
+        items = list(merged.values())
+        if OntologyDetectionMixin._should_transport_override_entertainment(
+            compact_query,
+            items,
+        ):
+            items = [
+                item
+                for item in items
+                if not (
+                    item.type == "expense_type"
+                    and item.normalized_value == "entertainment"
+                )
+            ]
+        return items
+
+    @staticmethod
+    def _should_transport_override_entertainment(
+        compact_query: str,
+        entities: list[OntologyEntity],
+    ) -> bool:
+        expense_types = {
+            str(item.normalized_value or item.value or "").strip()
+            for item in entities
+            if item.type == "expense_type"
+        }
+        if not {"transport", "entertainment"}.issubset(expense_types):
+            return False
+        if not any(keyword in compact_query for keyword in TRANSPORT_EXPENSE_OVERRIDE_KEYWORDS):
+            return False
+        return not any(keyword in compact_query for keyword in EXPLICIT_ENTERTAINMENT_KEYWORDS)
 
     @staticmethod
     def _normalize_short_text_list(values: list[str]) -> list[str]:

server/src/app/services/ontology_extraction.py

@@ -59,11 +59,16 @@ class OntologyExtractionMixin:
                 missing_slots.append("attachments")
             return missing_slots
 
-        if any(
+        has_entertainment_type = any(
             item.normalized_value == "entertainment"
             for item in entities
             if item.type == "expense_type"
-        ):
+        )
+        has_explicit_entertainment_text = "客户" in compact_query and any(
+            keyword in compact_query
+            for keyword in ("招待", "接待", "吃饭", "用餐", "宴请", "请客", "客户餐")
+        )
+        if has_entertainment_type or has_explicit_entertainment_text:
             if "customer" not in entity_types:
                 missing_slots.append("customer_name")
             missing_slots.append("participants")
@@ -171,14 +176,14 @@ class OntologyExtractionMixin:
                 upsert(self._make_entity("expense_type", label, normalized, role="filter"))
 
         has_customer_entertainment_signal = "客户" in query and any(
-            keyword in query for keyword in ("吃饭", "用餐", "餐饮", "宴请", "请客", "招待")
+            keyword in query for keyword in ("吃饭", "用餐", "餐饮", "宴请", "请客", "招待", "接待")
         )
         if has_customer_entertainment_signal:
             upsert(
                 self._make_entity(
                     "expense_type",
-                    "客户招待",
+                    "业务招待费",
-                    "entertainment",
+                    "meal",
                     role="filter",
                     confidence=0.96,
                 )
@@ -189,46 +194,52 @@ class OntologyExtractionMixin:
             for keyword in (
                 "打车",
                 "网约车",
-                "出租车",
                 "出租车票",
+                "出租车",
                 "车费",
                 "乘车",
                 "用车",
                 "叫车",
                 "车资",
-                "的士",
                 "的士票",
+                "的士",
+                "滴滴",
+                "市内交通",
+                "地铁",
+                "公交",
                 "停车费",
                 "过路费",
+                "通行费",
+                "高速费",
             )
         ):
             upsert(self._make_entity("expense_type", "交通", "transport", role="filter", confidence=0.9))
 
-        if any(keyword in query for keyword in ("出差", "机票", "火车", "高铁", "行程单")):
+        if any(keyword in query for keyword in ("出差", "机票", "飞机票", "航班", "火车票", "火车", "高铁票", "高铁", "动车", "行程单")):
             upsert(self._make_entity("expense_type", "差旅", "travel", role="filter", confidence=0.88))
 
-        if any(keyword in query for keyword in ("酒店", "住宿", "宾馆")):
+        if any(keyword in query for keyword in ("酒店", "酒店发票", "住宿", "住宿费", "宾馆", "民宿", "房费", "客房")):
             upsert(self._make_entity("expense_type", "住宿", "hotel", role="filter", confidence=0.86))
 
         if (
             not has_customer_entertainment_signal
             and any(keyword in query for keyword in ("餐费", "用餐", "午餐", "晚餐", "早餐", "餐饮"))
         ):
-            upsert(self._make_entity("expense_type", "餐费", "meal", role="filter", confidence=0.84))
+            upsert(self._make_entity("expense_type", "业务招待费", "meal", role="filter", confidence=0.84))
 
         if any(
             keyword in query
-            for keyword in ("办公用品", "文具", "耗材", "办公耗材", "打印纸", "办公设备", "键盘", "鼠标", "白板")
+            for keyword in ("办公用品", "文具", "耗材", "办公耗材", "打印纸", "办公设备", "键盘", "鼠标", "白板", "硒鼓", "墨盒")
         ):
-            upsert(self._make_entity("expense_type", "办公费", "office", role="filter", confidence=0.87))
+            upsert(self._make_entity("expense_type", "办公用品费", "office", role="filter", confidence=0.87))
 
-        if any(keyword in query for keyword in ("培训", "讲师费", "课时费", "课程费")):
+        if any(keyword in query for keyword in ("培训", "讲师费", "课时费", "课程费", "教材", "认证费", "考试费")):
             upsert(self._make_entity("expense_type", "培训费", "training", role="filter", confidence=0.84))
 
-        if any(keyword in query for keyword in ("通讯费", "话费", "流量费", "宽带费")):
+        if any(keyword in query for keyword in ("通讯费", "话费", "电话费", "手机费", "流量费", "宽带费", "网络费")):
             upsert(self._make_entity("expense_type", "通讯费", "communication", role="filter", confidence=0.84))
 
-        if any(keyword in query for keyword in ("福利费", "团建", "慰问", "节日福利", "体检费")):
+        if any(keyword in query for keyword in ("福利费", "团建", "慰问", "节日福利", "体检费", "员工关怀")):
             upsert(self._make_entity("expense_type", "福利费", "welfare", role="filter", confidence=0.84))
 
         for amount in self._extract_amount_entities(query):

server/src/app/services/ontology_rules.py

@@ -6,6 +6,7 @@ from dataclasses import dataclass
 from pydantic import BaseModel, ConfigDict, Field
 
 from app.schemas.ontology import OntologyIntent, OntologyScenario
+from app.services.expense_type_keywords import build_expense_type_keyword_map
 
 DATE_RANGE_PATTERN = re.compile(
     r"(?P<start>\d{4}-\d{1,2}-\d{1,2})\s*(?:到|至|~|-)\s*(?P<end>\d{4}-\d{1,2}-\d{1,2})"
@@ -128,44 +129,7 @@ OPERATE_KEYWORDS = (
     "删除",
 )
 
-EXPENSE_TYPE_KEYWORDS = {
+EXPENSE_TYPE_KEYWORDS = build_expense_type_keyword_map()
-    "差旅": "travel",
-    "出差": "travel",
-    "住宿": "hotel",
-    "酒店": "hotel",
-    "交通": "transport",
-    "打车": "transport",
-    "网约车": "transport",
-    "出租车": "transport",
-    "出租车票": "transport",
-    "乘车": "transport",
-    "乘车费": "transport",
-    "用车": "transport",
-    "叫车": "transport",
-    "车资": "transport",
-    "的士": "transport",
-    "的士票": "transport",
-    "停车费": "transport",
-    "餐费": "meal",
-    "用餐": "meal",
-    "会务": "meeting",
-    "招待费": "entertainment",
-    "招待": "entertainment",
-    "宴请": "entertainment",
-    "办公费": "office",
-    "办公用品": "office",
-    "文具": "office",
-    "耗材": "office",
-    "办公耗材": "office",
-    "打印纸": "office",
-    "办公设备": "office",
-    "培训费": "training",
-    "培训": "training",
-    "通讯费": "communication",
-    "话费": "communication",
-    "福利费": "welfare",
-    "团建": "welfare",
-}
 
 EXPENSE_NARRATIVE_KEYWORDS = (
     "报销",

server/src/app/services/orchestrator_expense_query.py

@@ -74,16 +74,16 @@ EXPENSE_RISK_LEVEL_LABELS = {
     "medium": "中风险",
     "warning": "中风险",
     "low": "低风险",
-    "info": "低风险",
+    "info": "提示",
 }
 EXPENSE_TYPE_LABELS = {
     "travel": "差旅费",
     "hotel": "住宿费",
     "transport": "交通费",
-    "meal": "餐费",
+    "meal": "业务招待费",
     "meeting": "会务费",
     "entertainment": "业务招待费",
-    "office": "办公费",
+    "office": "办公用品费",
     "training": "培训费",
     "communication": "通讯费",
     "welfare": "福利费",

server/src/app/services/user_agent_constants.py

@@ -35,10 +35,10 @@ EXPENSE_TYPE_LABELS = {
     "travel": "差旅费",
     "hotel": "住宿费",
     "transport": "交通费",
-    "meal": "餐费",
+    "meal": "业务招待费",
     "meeting": "会务费",
     "entertainment": "业务招待费",
-    "office": "办公费",
+    "office": "办公用品费",
     "training": "培训费",
     "communication": "通讯费",
     "welfare": "福利费",
@@ -48,10 +48,10 @@ EXPENSE_TYPE_LABELS = {
 GROUP_SCENE_LABELS = {
     "travel": "差旅费",
     "entertainment": "业务招待费",
-    "meal": "伙食费",
+    "meal": "业务招待费",
     "transport": "交通费",
     "hotel": "住宿费",
-    "office": "办公费",
+    "office": "办公用品费",
     "training": "培训费",
     "communication": "通讯费",
     "welfare": "福利费",
@@ -62,8 +62,12 @@ EXPENSE_SCENE_SELECTION_OPTIONS = (
     ("travel", "差旅费", "出差、长途交通、住宿、差旅补贴等场景。"),
     ("transport", "交通费", "市内打车、停车、过路费等日常交通场景。"),
     ("hotel", "住宿费", "单独住宿、酒店发票等场景。"),
-    ("entertainment", "业务招待费", "客户接待、宴请、招待等场景。"),
+    ("meal", "业务招待费", "客户接待、工作餐、加班餐、餐饮票据等场景。"),
-    ("office", "办公费", "办公用品、耗材、办公设备等采购场景。"),
+    ("meeting", "会务费", "会议、论坛、会场、参会等场景。"),
+    ("office", "办公用品费", "办公用品、耗材、办公设备等采购场景。"),
+    ("training", "培训费", "培训课程、讲师费、教材、认证等场景。"),
+    ("communication", "通讯费", "话费、流量、宽带、网络等场景。"),
+    ("welfare", "福利费", "团建、体检、慰问、节日福利等场景。"),
     ("other", "其他费用", "暂不属于以上分类的报销场景。"),
 )
 
@@ -130,10 +134,10 @@ INFERRED_REASON_LABELS = {
     "travel": "出差行程",
     "hotel": "住宿报销",
     "transport": "交通出行",
-    "meal": "餐饮用餐",
+    "meal": "业务招待",
     "meeting": "会务活动",
     "entertainment": "客户接待",
-    "office": "办公采购",
+    "office": "办公用品采购",
     "training": "培训学习",
     "communication": "通讯使用",
     "welfare": "员工福利",

server/src/app/services/user_agent_documents.py

@@ -9,16 +9,32 @@ from app.schemas.user_agent import UserAgentRequest, UserAgentReviewDocumentCard
 DEFAULT_GROUP_SCENE_LABELS = {
     "travel": "差旅费",
     "entertainment": "业务招待费",
-    "meal": "伙食费",
+    "meal": "业务招待费",
     "transport": "交通费",
     "hotel": "住宿费",
-    "office": "办公费",
+    "office": "办公用品费",
     "training": "培训费",
     "communication": "通讯费",
     "welfare": "福利费",
     "other": "其他费用",
 }
 
+DOCUMENT_SCENE_LABELS = {
+    "flight_itinerary": "机票/航班行程单",
+    "train_ticket": "火车/高铁票",
+    "ship_ticket": "轮船票",
+    "travel_ticket": "交通出行票据",
+    "hotel_invoice": "酒店住宿票据",
+    "taxi_receipt": "出租车/网约车票据",
+    "transport_receipt": "乘车票据",
+    "parking_toll_receipt": "停车/通行费票据",
+    "meal_receipt": "餐饮发票",
+    "office_invoice": "文具/办公用品发票",
+    "meeting_invoice": "会议/会务票据",
+    "training_invoice": "培训票据",
+    "other": "其他票据",
+}
+
 DOCUMENT_DATE_TEXT_PATTERN = re.compile(
     r"(\d{4}[年/-]\d{1,2}[月/-]\d{1,2}日?(?:\s*[T ]?\s*(?:[01]?\d|2[0-3])[:：][0-5]\d)?)"
 )
@@ -48,55 +64,55 @@ class UserAgentDocumentService:
         provided_type = str(item.get("document_type") or "").strip().lower()
         normalized_expense_type = str(expense_type_code or "").strip().lower()
         if provided_type:
-            if provided_type in {"flight_itinerary", "train_ticket"}:
+            if provided_type in {"flight_itinerary", "train_ticket", "ship_ticket"}:
                 return {
                     "document_type": provided_type,
                     "expense_type": "travel",
                     "group_code": "travel",
-                    "scene_label": "差旅票据",
+                    "scene_label": DOCUMENT_SCENE_LABELS.get(provided_type, "交通出行票据"),
                 }
             if provided_type == "hotel_invoice":
                 return {
                     "document_type": provided_type,
                     "expense_type": "hotel",
                     "group_code": "travel",
-                    "scene_label": "住宿票据",
+                    "scene_label": DOCUMENT_SCENE_LABELS["hotel_invoice"],
                 }
-            if provided_type in {"taxi_receipt", "parking_toll_receipt"}:
+            if provided_type in {"taxi_receipt", "transport_receipt", "parking_toll_receipt"}:
                 return {
                     "document_type": provided_type,
                     "expense_type": "transport",
                     "group_code": "travel",
-                    "scene_label": "交通票据",
+                    "scene_label": DOCUMENT_SCENE_LABELS.get(provided_type, "乘车票据"),
                 }
             if provided_type == "meal_receipt":
-                group_code = "entertainment" if normalized_expense_type == "entertainment" or has_customer else "meal"
+                group_code = "meal"
                 return {
                     "document_type": provided_type,
                     "expense_type": group_code,
                     "group_code": group_code,
-                    "scene_label": "餐饮票据",
+                    "scene_label": DOCUMENT_SCENE_LABELS["meal_receipt"],
                 }
             if provided_type == "office_invoice":
                 return {
                     "document_type": provided_type,
                     "expense_type": "office",
                     "group_code": "office",
-                    "scene_label": "办公用品票据",
+                    "scene_label": DOCUMENT_SCENE_LABELS["office_invoice"],
                 }
             if provided_type == "meeting_invoice":
                 return {
                     "document_type": provided_type,
                     "expense_type": "meeting",
                     "group_code": "meeting",
-                    "scene_label": "会务票据",
+                    "scene_label": DOCUMENT_SCENE_LABELS["meeting_invoice"],
                 }
             if provided_type == "training_invoice":
                 return {
                     "document_type": provided_type,
                     "expense_type": "training",
                     "group_code": "training",
-                    "scene_label": "培训票据",
+                    "scene_label": DOCUMENT_SCENE_LABELS["training_invoice"],
                 }
 
         text = " ".join(
@@ -108,41 +124,69 @@ class UserAgentDocumentService:
         ).lower()
         compact = text.replace(" ", "")
 
-        if any(keyword in compact for keyword in ("机票", "航班", "火车", "高铁", "行程单")):
+        if any(keyword in compact for keyword in ("火车", "高铁", "动车", "铁路", "车次")):
             return {
-                "document_type": "travel_ticket",
+                "document_type": "train_ticket",
                 "expense_type": "travel",
                 "group_code": "travel",
-                "scene_label": "差旅票据",
+                "scene_label": DOCUMENT_SCENE_LABELS["train_ticket"],
+            }
+        if any(keyword in compact for keyword in ("过路费", "停车", "通行费", "收费站")):
+            return {
+                "document_type": "parking_toll_receipt",
+                "expense_type": "transport",
+                "group_code": "travel",
+                "scene_label": DOCUMENT_SCENE_LABELS["parking_toll_receipt"],
+            }
+        if any(keyword in compact for keyword in ("打车", "出租车", "滴滴", "网约车", "叫车", "车费", "车资", "的士")):
+            return {
+                "document_type": "taxi_receipt",
+                "expense_type": "transport",
+                "group_code": "travel",
+                "scene_label": DOCUMENT_SCENE_LABELS["taxi_receipt"],
+            }
+        if any(keyword in compact for keyword in ("乘车", "用车")):
+            return {
+                "document_type": "transport_receipt",
+                "expense_type": "transport",
+                "group_code": "travel",
+                "scene_label": DOCUMENT_SCENE_LABELS["transport_receipt"],
+            }
+        if any(keyword in compact for keyword in ("机票", "航班", "登机", "航空", "客票")):
+            return {
+                "document_type": "flight_itinerary",
+                "expense_type": "travel",
+                "group_code": "travel",
+                "scene_label": DOCUMENT_SCENE_LABELS["flight_itinerary"],
+            }
+        if any(keyword in compact for keyword in ("轮船", "船票", "客轮", "渡轮", "航运")):
+            return {
+                "document_type": "ship_ticket",
+                "expense_type": "travel",
+                "group_code": "travel",
+                "scene_label": DOCUMENT_SCENE_LABELS["ship_ticket"],
             }
         if any(keyword in compact for keyword in ("酒店", "住宿", "宾馆")):
             return {
                 "document_type": "hotel_invoice",
                 "expense_type": "hotel",
                 "group_code": "travel",
-                "scene_label": "住宿票据",
+                "scene_label": DOCUMENT_SCENE_LABELS["hotel_invoice"],
-            }
-        if any(keyword in compact for keyword in ("打车", "出租车", "滴滴", "网约车", "乘车", "用车", "叫车", "车费", "车资", "的士", "过路费", "停车")):
-            return {
-                "document_type": "transport_receipt",
-                "expense_type": "transport",
-                "group_code": "travel",
-                "scene_label": "交通票据",
             }
         if any(keyword in compact for keyword in ("餐", "饭店", "酒楼", "酒家", "餐饮", "meal")):
-            group_code = "entertainment" if normalized_expense_type == "entertainment" or has_customer else "meal"
+            group_code = "meal"
             return {
                 "document_type": "meal_receipt",
                 "expense_type": group_code,
                 "group_code": group_code,
-                "scene_label": "餐饮票据",
+                "scene_label": DOCUMENT_SCENE_LABELS["meal_receipt"],
             }
         if any(keyword in compact for keyword in ("办公用品", "文具", "耗材", "办公耗材", "打印纸", "键盘", "鼠标", "白板", "墨盒", "硒鼓")):
             return {
-                "document_type": "other",
+                "document_type": "office_invoice",
                 "expense_type": "office",
                 "group_code": "office",
-                "scene_label": "办公用品票据",
+                "scene_label": DOCUMENT_SCENE_LABELS["office_invoice"],
             }
         return {
             "document_type": "other",

server/src/app/services/user_agent_review_core.py

@@ -314,10 +314,7 @@ class UserAgentReviewCoreMixin:
                     filename=str(item.get("filename") or f"document-{index}"),
                     document_type=classified["document_type"],
                     suggested_expense_type=classified["expense_type"],
-                    scene_label=GROUP_SCENE_LABELS.get(
+                    scene_label=self._resolve_review_document_scene_label(item, classified),
-                        classified["group_code"],
-                        classified["scene_label"],
-                    ),
                     summary=str(item.get("summary") or item.get("text") or "").strip(),
                     avg_score=float(item.get("avg_score") or 0.0),
                     preview_kind=str(item.get("preview_kind") or "").strip(),
@@ -338,6 +335,25 @@ class UserAgentReviewCoreMixin:
         return cards
 
 
+    @staticmethod
+    def _resolve_review_document_scene_label(item: dict[str, object], classified: dict[str, str]) -> str:
+        provided_label = str(item.get("document_type_label") or "").strip()
+        if provided_label and provided_label != "其他单据":
+            return provided_label
+
+        classified_scene_label = str(classified.get("scene_label") or "").strip()
+        if classified_scene_label:
+            return classified_scene_label
+
+        document_type = str(classified.get("document_type") or item.get("document_type") or "").strip()
+        document_type_label = resolve_document_type_label(document_type)
+        if document_type_label and document_type_label not in {"其他单据", document_type}:
+            return document_type_label
+
+        scene_label = str(item.get("scene_label") or "").strip()
+        return scene_label or "其他票据"
+
+
     def _build_review_claim_groups(
         self,
         payload: UserAgentRequest,

server/src/app/services/user_agent_review_profile.py

@@ -59,6 +59,20 @@ class UserAgentReviewProfileMixin:
         manager_name = self._resolve_manager_name(employee)
         reason = slot_map.get("reason").value if slot_map.get("reason") else ""
         attachments = "、".join(self._resolve_attachment_names(payload))
+        expense_type_code = str(slot_map.get("expense_type").normalized_value if slot_map.get("expense_type") else "").strip()
+        customer_name = str(slot_map.get("customer_name").value if slot_map.get("customer_name") else "").strip()
+        merchant_name = str(slot_map.get("merchant_name").value if slot_map.get("merchant_name") else "").strip()
+        participants = str(slot_map.get("participants").value if slot_map.get("participants") else "").strip()
+        customer_slot = slot_map.get("customer_name")
+        participants_slot = slot_map.get("participants")
+        customer_required = bool(
+            customer_slot
+            and (customer_slot.required or customer_slot.status == "missing")
+        )
+        participants_required = bool(
+            participants_slot
+            and (participants_slot.required or participants_slot.status == "missing")
+        )
 
         fields = [
             UserAgentReviewEditField(
@@ -98,13 +112,20 @@ class UserAgentReviewProfileMixin:
                 required=False,
                 group="basic",
             ),
-            UserAgentReviewEditField(
+        ]
-                key="customer_name",
+
-                label="客户名称",
+        if expense_type_code == "entertainment" or customer_required or customer_name:
-                value=slot_map.get("customer_name").value if slot_map.get("customer_name") else "",
+            fields.append(
-                placeholder="请输入客户名称",
+                UserAgentReviewEditField(
-                group="business",
+                    key="customer_name",
-            ),
+                    label="客户名称",
+                    value=customer_name,
+                    placeholder="请输入客户名称",
+                    group="business",
+                )
+            )
+
+        fields.append(
             UserAgentReviewEditField(
                 key="business_location",
                 label="业务地点",
@@ -112,15 +133,22 @@ class UserAgentReviewProfileMixin:
                 placeholder="例如：北京 / 客户现场",
                 required=False,
                 group="business",
-            ),
+            )
-            UserAgentReviewEditField(
+        )
-                key="merchant_name",
+
-                label="酒店/商户",
+        if expense_type_code == "hotel" or merchant_name:
-                value=slot_map.get("merchant_name").value if slot_map.get("merchant_name") else "",
+            fields.append(
-                placeholder="请输入酒店或商户名称",
+                UserAgentReviewEditField(
-                required=False,
+                    key="merchant_name",
-                group="business",
+                    label="酒店/商户",
-            ),
+                    value=merchant_name,
+                    placeholder="请输入酒店或商户名称",
+                    required=False,
+                    group="business",
+                )
+            )
+
+        fields.extend([
             UserAgentReviewEditField(
                 key="amount",
                 label="金额",
@@ -128,13 +156,20 @@ class UserAgentReviewProfileMixin:
                 placeholder="例如：200.00元",
                 group="business",
             ),
-            UserAgentReviewEditField(
+        ])
-                key="participants",
+
-                label="参与人员",
+        if expense_type_code == "entertainment" or participants_required or participants:
-                value=slot_map.get("participants").value if slot_map.get("participants") else "",
+            fields.append(
-                placeholder="例如：客户 2 人，我方 1 人",
+                UserAgentReviewEditField(
-                group="business",
+                    key="participants",
-            ),
+                    label="参与人员",
+                    value=participants,
+                    placeholder="例如：客户 2 人，我方 1 人",
+                    group="business",
+                )
+            )
+
+        fields.extend([
             UserAgentReviewEditField(
                 key="reason",
                 label="事由",
@@ -152,7 +187,7 @@ class UserAgentReviewProfileMixin:
                 field_type="textarea",
                 group="attachments",
             ),
-        ]
+        ])
         return fields
 
 

server/src/app/services/user_agent_review_slots.py

@@ -37,6 +37,7 @@ from app.services.expense_claims import ExpenseClaimService
 from app.services.expense_rule_runtime import ExpenseRuleRuntimeService, RuntimeTravelPolicy, resolve_document_type_label
 from app.services.risk_ontology_bridge import resolve_rule_codes_for_risk_check
 from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
+from app.services.expense_type_keywords import resolve_expense_type_label_from_text
 from app.services.user_agent_constants import *
 
 
@@ -568,27 +569,9 @@ class UserAgentReviewSlotMixin:
 
     @staticmethod
     def _normalize_expense_type_input(value: str) -> tuple[str, str]:
-        compact = str(value or "").replace(" ", "")
+        resolved = resolve_expense_type_label_from_text(value)
-        if "招待" in compact or ("客户" in compact and any(keyword in compact for keyword in ("吃饭", "用餐", "宴请", "请客"))):
+        if resolved is not None:
-            return "entertainment", "业务招待费"
+            return resolved
-        if any(keyword in compact for keyword in ("差旅", "出差", "机票", "行程")):
-            return "travel", "差旅费"
-        if any(keyword in compact for keyword in ("住宿", "酒店", "宾馆")):
-            return "hotel", "住宿费"
-        if any(keyword in compact for keyword in ("交通", "打车", "网约车", "出租车", "乘车", "用车", "叫车", "车费", "车资", "的士", "停车")):
-            return "transport", "交通费"
-        if any(keyword in compact for keyword in ("餐费", "用餐", "午餐", "晚餐", "早餐", "伙食")):
-            return "meal", "餐费"
-        if "会务" in compact:
-            return "meeting", "会务费"
-        if any(keyword in compact for keyword in ("办公费", "办公用品", "文具", "耗材", "办公耗材", "打印纸", "办公设备", "键盘", "鼠标", "白板")):
-            return "office", "办公费"
-        if any(keyword in compact for keyword in ("培训费", "培训", "讲师费", "课时费", "课程费")):
-            return "training", "培训费"
-        if any(keyword in compact for keyword in ("通讯费", "话费", "流量费", "宽带费")):
-            return "communication", "通讯费"
-        if any(keyword in compact for keyword in ("福利费", "团建", "慰问", "节日福利", "体检费")):
-            return "welfare", "福利费"
         return "other", str(value or "").strip() or "其他费用"
 
 

server/src/app/services/user_agent_review_travel_policy.py

@@ -137,14 +137,13 @@ class UserAgentReviewTravelPolicyMixin:
                     continue
                 night_count = self._extract_review_hotel_night_count(card)
                 nightly_amount = (amount / Decimal(max(night_count, 1))).quantize(Decimal("0.01"))
+                if nightly_amount <= cap:
+                    continue
                 amount_measurement_lines.append(
                     f"{card.filename}：识别为{document_type_label}，金额 {amount:.2f} 元，"
                     f"按 {night_count} 晚折算 {nightly_amount:.2f} 元/晚；"
-                    f"适用标准为 {band_label}{city_tier_label} {cap:.2f} 元/晚，"
+                    f"适用标准为 {band_label}{city_tier_label} {cap:.2f} 元/晚，超出标准。"
-                    f"{'超出标准' if nightly_amount > cap else '测算通过'}。"
                 )
-                if nightly_amount <= cap:
-                    continue
 
                 basis = (
                     f"依据《{standard_rule_name}》（{standard_rule_version}），{band_label} 在{city_tier_label}"
@@ -200,12 +199,11 @@ class UserAgentReviewTravelPolicyMixin:
                         )
                         continue
 
-                    amount_measurement_lines.append(
-                        f"{card.filename}：识别为{document_type_label}，金额 {amount:.2f} 元；"
-                        f"适用《{standard_rule_name}》{region_label}伙食补助标准 {standard_amount:.2f} 元/天，"
-                        f"{'超出标准' if amount > standard_amount else '测算通过'}。"
-                    )
                     if amount > standard_amount:
+                        amount_measurement_lines.append(
+                            f"{card.filename}：识别为{document_type_label}，金额 {amount:.2f} 元；"
+                            f"适用《{standard_rule_name}》{region_label}伙食补助标准 {standard_amount:.2f} 元/天，超出标准。"
+                        )
                         append_once(
                             f"travel-meal-allowance-over-limit-{card.index}",
                             UserAgentReviewRiskBrief(
@@ -251,13 +249,6 @@ class UserAgentReviewTravelPolicyMixin:
                     )
                     continue
 
-                if standard_amount is not None:
-                    amount_measurement_lines.append(
-                        f"{card.filename}：识别为{document_type_label}，金额 {amount:.2f} 元；"
-                        f"适用《{scene_policy.rule_name}》{metric_label}标准 {standard_amount:.2f} 元，"
-                        f"{'超出标准' if amount > standard_amount else '测算通过'}。"
-                    )
-
                 amount_risk = self._evaluate_review_scene_amount(
                     amount=amount,
                     limit_config=scene_limit,
@@ -265,6 +256,11 @@ class UserAgentReviewTravelPolicyMixin:
                 )
                 if amount_risk is not None:
                     severity, threshold = amount_risk
+                    if standard_amount is not None:
+                        amount_measurement_lines.append(
+                            f"{card.filename}：识别为{document_type_label}，金额 {amount:.2f} 元；"
+                            f"适用《{scene_policy.rule_name}》{metric_label}标准 {standard_amount:.2f} 元，超出标准。"
+                        )
                     append_once(
                         f"{scene_code}-amount-over-limit-{card.index}",
                         UserAgentReviewRiskBrief(
@@ -348,11 +344,11 @@ class UserAgentReviewTravelPolicyMixin:
             briefs.insert(
                 0,
                 UserAgentReviewRiskBrief(
-                    title="附件金额测算结果",
+                    title="附件金额测算异常",
-                    level="info",
+                    level="warning",
-                    content="系统已根据首轮上传附件识别金额，并匹配当前可执行的报销标准进行测算。",
+                    content="系统根据首轮上传附件识别金额后，发现有需要进一步核查或说明的测算结果。",
                     detail="；".join(dict.fromkeys(amount_measurement_lines)),
-                    suggestion="如测算结果超标，请补充超标说明、调整金额或更正票据类型后再继续。",
+                    suggestion="请补充超标说明、调整金额或更正票据类型后再继续。",
                 ),
             )
 

server/storage/knowledge/.index.json

@@ -15,7 +15,7 @@
       "uploaded_by": "admin",
       "version_number": 1,
       "ingest_status": 1,
-      "ingest_status_updated_at": "2026-05-22T07:04:12.388160+00:00",
+      "ingest_status_updated_at": "2026-05-22T15:12:34.420412+00:00",
       "ingest_completed_at": "2026-05-17T10:01:33.272539+00:00",
       "ingest_document_name": "远光《公司支出管理办法（2024）》.pdf",
       "ingest_document_updated_at": "2026-05-17T09:28:28.999515+00:00",
@@ -36,12 +36,12 @@
       "uploaded_by": "系统导入",
       "version_number": 1,
       "ingest_status": 1,
-      "ingest_status_updated_at": "2026-05-22T07:03:57.851719+00:00",
+      "ingest_status_updated_at": "2026-05-22T15:12:34.423374+00:00",
-      "ingest_completed_at": "",
+      "ingest_completed_at": "2026-05-22T09:22:26.072669+00:00",
-      "ingest_document_name": "",
+      "ingest_document_name": "远光软件会计科目使用说明.xlsx",
-      "ingest_document_updated_at": "",
+      "ingest_document_updated_at": "2026-05-22T07:00:22.328877+00:00",
       "ingest_document_sha256": "",
-      "ingest_agent_run_id": ""
+      "ingest_agent_run_id": "run_8c1ab050c9734d96"
     },
     {
       "id": "b0277cd76034437997fbf5219662725a",
@@ -57,12 +57,12 @@
       "uploaded_by": "系统导入",
       "version_number": 1,
       "ingest_status": 1,
-      "ingest_status_updated_at": "2026-05-22T07:03:57.861469+00:00",
+      "ingest_status_updated_at": "2026-05-22T15:12:34.426517+00:00",
-      "ingest_completed_at": "",
+      "ingest_completed_at": "2026-05-22T09:22:52.729264+00:00",
-      "ingest_document_name": "",
+      "ingest_document_name": "远光软件财务基础知识手册.docx",
-      "ingest_document_updated_at": "",
+      "ingest_document_updated_at": "2026-05-22T07:00:22.011016+00:00",
       "ingest_document_sha256": "",
-      "ingest_agent_run_id": ""
+      "ingest_agent_run_id": "run_8c1ab050c9734d96"
     },
     {
       "id": "23f56f159a3e4bc3b2338056544120dd",
@@ -78,12 +78,12 @@
       "uploaded_by": "系统导入",
       "version_number": 1,
       "ingest_status": 1,
-      "ingest_status_updated_at": "2026-05-22T07:03:57.870777+00:00",
+      "ingest_status_updated_at": "2026-05-22T15:12:34.429968+00:00",
-      "ingest_completed_at": "",
+      "ingest_completed_at": "2026-05-22T09:22:58.498888+00:00",
-      "ingest_document_name": "",
+      "ingest_document_name": "远光软件财务术语解释手册.docx",
-      "ingest_document_updated_at": "",
+      "ingest_document_updated_at": "2026-05-22T07:00:22.352133+00:00",
       "ingest_document_sha256": "",
-      "ingest_agent_run_id": ""
+      "ingest_agent_run_id": "run_8c1ab050c9734d96"
     },
     {
       "id": "09fbcae74d3b41e498a47e05b45262cb",
@@ -99,12 +99,12 @@
       "uploaded_by": "系统导入",
       "version_number": 1,
       "ingest_status": 1,
-      "ingest_status_updated_at": "2026-05-22T07:03:57.879239+00:00",
+      "ingest_status_updated_at": "2026-05-22T15:12:34.433141+00:00",
-      "ingest_completed_at": "",
+      "ingest_completed_at": "2026-05-22T09:24:19.530985+00:00",
-      "ingest_document_name": "",
+      "ingest_document_name": "远光软件高新技术企业税收优惠政策汇总.pdf",
-      "ingest_document_updated_at": "",
+      "ingest_document_updated_at": "2026-05-22T07:00:22.304623+00:00",
       "ingest_document_sha256": "",
-      "ingest_agent_run_id": ""
+      "ingest_agent_run_id": "run_8c1ab050c9734d96"
     },
     {
       "id": "5fb3c63fbfe244a280cf3316a20150cd",

server/storage/knowledge/.lightrag/x_financial_knowledge/kv_store_doc_status.json

@@ -63,5 +63,75 @@
       "original_doc_id": "a8f8465df08e455ebe133351721d49f8",
       "original_track_id": "insert_20260519_155957_88c49850"
     }
+  },
+  "c7601043d9944ef2bcf4d3f67ed253f7": {
+    "status": "processed",
+    "chunks_count": 2,
+    "chunks_list": [
+      "chunk-31ff57cf79d009c378478f065eda9d4d",
+      "chunk-e726f44fb0287c5192cf61b350f18abb"
+    ],
+    "content_summary": "# Excel 工作簿：远光软件会计科目使用说明.xlsx\n\n## 工作表 1：会计科目说明\n\n| 远光软件股份有限公司常用会计科目使用说明 | 列2 | 列3 | 列4 | 列5 |\n| --- | --- | --- | --- | --- |\n| 科目编码 | 科目名称 | 科目类别 | 使用说明 | 备注 |\n| 1001 | 库存现金 | 资产类 | 核算公司库存现金 | 日清月结 |\n| 1002 | 银行存款 | 资产类 | 核算存入银行的各项存款 | 按开户行明细 |\n| 112...",
+    "content_length": 2808,
+    "created_at": "2026-05-22T09:21:01.230400+00:00",
+    "updated_at": "2026-05-22T09:22:25.565409+00:00",
+    "file_path": "/app/server/storage/knowledge/财务知识库/远光软件会计科目使用说明.xlsx",
+    "track_id": "insert_20260522_092101_e754a15e",
+    "metadata": {
+      "processing_start_time": 1779441661,
+      "processing_end_time": 1779441745
+    }
+  },
+  "b0277cd76034437997fbf5219662725a": {
+    "status": "processed",
+    "chunks_count": 1,
+    "chunks_list": [
+      "chunk-78edb0c8ccc8238159196ecaeeb08d43"
+    ],
+    "content_summary": "远光软件股份有限公司\n财务基础知识手册\n第一部分  会计基础知识\n一、会计要素\n会计要素包括：资产、负债、所有者权益、收入、费用和利润。\n会计恒等式：资产 = 负债 + 所有者权益\n二、常用会计科目\n科目类别\n科目名称\n说明\n资产类\n库存现金\n公司持有的现金\n资产类\n银行存款\n存放在银行的资金\n资产类\n应收账款\n因销售商品或提供劳务应收的款项\n资产类\n固定资产\n使用年限超过一年的有形资产\n负债类\n应付账款\n因购买商品或接受劳务应付的款项\n负债类\n应交税费\n应缴纳的各种税费\n负债类\n应付职工薪酬\n...",
+    "content_length": 1082,
+    "created_at": "2026-05-22T09:22:31.538281+00:00",
+    "updated_at": "2026-05-22T09:22:52.110824+00:00",
+    "file_path": "/app/server/storage/knowledge/财务知识库/远光软件财务基础知识手册.docx",
+    "track_id": "insert_20260522_092231_e1b9d415",
+    "metadata": {
+      "processing_start_time": 1779441751,
+      "processing_end_time": 1779441772
+    }
+  },
+  "23f56f159a3e4bc3b2338056544120dd": {
+    "status": "processed",
+    "chunks_count": 1,
+    "chunks_list": [
+      "chunk-2ee7e2a66cb544bdfe1b09e133863ad1"
+    ],
+    "content_summary": "远光软件股份有限公司\n财务术语解释手册\n权责发生制\n以权利和责任的发生来决定收入和费用归属期的会计基础。即凡是当期已经实现的收入和已经发生或应当负担的费用，不论款项是否收付，都应当作为当期的收入和费用。\n收付实现制\n以现金收到或付出为标准来记录收入的实现和费用的发生。即凡是当期收到和支付的现金，都作为当期的收入和费用。\n固定资产折旧\n固定资产在使用过程中因磨损而逐渐转移的价值。公司采用年限平均法计提折旧。\n摊销\n将无形资产或长期待摊费用按照规定期限分期计入当期损益的过程。\n增值税进项税额\n企业购...",
+    "content_length": 1040,
+    "created_at": "2026-05-22T09:22:44.268551+00:00",
+    "updated_at": "2026-05-22T09:23:11.334499+00:00",
+    "file_path": "/app/server/storage/knowledge/财务知识库/远光软件财务术语解释手册.docx",
+    "track_id": "insert_20260522_092244_2888d301",
+    "metadata": {
+      "processing_start_time": 1779441764,
+      "processing_end_time": 1779441791
+    }
+  },
+  "09fbcae74d3b41e498a47e05b45262cb": {
+    "status": "processed",
+    "chunks_count": 2,
+    "chunks_list": [
+      "chunk-2c8384b328272063de4dac306a52d21e",
+      "chunk-93d2389cdb74257e90201dccbc3f6539"
+    ],
+    "content_summary": "远光软件股份有限公司高新技术企业税收优惠政策汇总\n\n                                            远光软件股份有限公司\n\n                                                  2024年度\n\n一、企业所得税优惠\n\n1. 高新技术企业减按15%税率征收企业所得税\n\n- 条件：取得高新技术企业证书且在有效期内\n\n- 申请：向主管税务机关备案\n\n2. 技术转让所得优惠\n\n- 符合条件的技术转让所得500万元以下免征...",
+    "content_length": 1772,
+    "created_at": "2026-05-22T09:23:17.399741+00:00",
+    "updated_at": "2026-05-22T09:24:18.933073+00:00",
+    "file_path": "/app/server/storage/knowledge/财务知识库/远光软件高新技术企业税收优惠政策汇总.pdf",
+    "track_id": "insert_20260522_092317_ca603a9e",
+    "metadata": {
+      "processing_start_time": 1779441797,
+      "processing_end_time": 1779441858
+    }
   }
 }

server/storage/knowledge/.lightrag/x_financial_knowledge/kv_store_entity_chunks.json

@@ -3,11 +3,15 @@
     "chunk_ids": [
       "chunk-aa5435156b829944c173fa1d2d7a93d4",
       "chunk-18d968b78afe916b419c1b5973421ebe",
-      "chunk-dd87aa5bc62cc9587ecb4c26d35a5263"
+      "chunk-dd87aa5bc62cc9587ecb4c26d35a5263",
+      "chunk-31ff57cf79d009c378478f065eda9d4d",
+      "chunk-e726f44fb0287c5192cf61b350f18abb",
+      "chunk-78edb0c8ccc8238159196ecaeeb08d43",
+      "chunk-2ee7e2a66cb544bdfe1b09e133863ad1",
+      "chunk-2c8384b328272063de4dac306a52d21e"
     ],
-    "count": 3,
+    "count": 8,
-    "create_time": 1779011991,
+    "update_time": 1779441830,
-    "update_time": 1779011991,
     "_id": "远光软件股份有限公司"
   },
   "第一章总则": {
@@ -3359,5 +3363,913 @@
     "create_time": 1779379005,
     "update_time": 1779379005,
     "_id": "Warning Icon"
+  },
+  "Excel工作簿：远光软件会计科目使用说明.xlsx": {
+    "chunk_ids": [
+      "chunk-31ff57cf79d009c378478f065eda9d4d"
+    ],
+    "count": 1,
+    "create_time": 1779441741,
+    "update_time": 1779441741,
+    "_id": "Excel工作簿：远光软件会计科目使用说明.xlsx"
+  },
+  "会计科目说明": {
+    "chunk_ids": [
+      "chunk-31ff57cf79d009c378478f065eda9d4d"
+    ],
+    "count": 1,
+    "create_time": 1779441741,
+    "update_time": 1779441741,
+    "_id": "会计科目说明"
+  },
+  "科目编码": {
+    "chunk_ids": [
+      "chunk-31ff57cf79d009c378478f065eda9d4d",
+      "chunk-e726f44fb0287c5192cf61b350f18abb"
+    ],
+    "count": 2,
+    "create_time": 1779441741,
+    "update_time": 1779441741,
+    "_id": "科目编码"
+  },
+  "科目名称": {
+    "chunk_ids": [
+      "chunk-31ff57cf79d009c378478f065eda9d4d",
+      "chunk-e726f44fb0287c5192cf61b350f18abb"
+    ],
+    "count": 2,
+    "create_time": 1779441741,
+    "update_time": 1779441741,
+    "_id": "科目名称"
+  },
+  "科目类别": {
+    "chunk_ids": [
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+      "chunk-e726f44fb0287c5192cf61b350f18abb"
+    ],
+    "count": 2,
+    "create_time": 1779441741,
+    "update_time": 1779441741,
+    "_id": "科目类别"
+  },
+  "使用说明": {
+    "chunk_ids": [
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+      "chunk-e726f44fb0287c5192cf61b350f18abb"
+    ],
+    "count": 2,
+    "create_time": 1779441741,
+    "update_time": 1779441741,
+    "_id": "使用说明"
+  },
+  "库存现金": {
+    "chunk_ids": [
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+      "chunk-78edb0c8ccc8238159196ecaeeb08d43"
+    ],
+    "count": 2,
+    "update_time": 1779441756,
+    "_id": "库存现金"
+  },
+  "银行存款": {
+    "chunk_ids": [
+      "chunk-31ff57cf79d009c378478f065eda9d4d",
+      "chunk-78edb0c8ccc8238159196ecaeeb08d43"
+    ],
+    "count": 2,
+    "update_time": 1779441756,
+    "_id": "银行存款"
+  },
+  "应收账款": {
+    "chunk_ids": [
+      "chunk-31ff57cf79d009c378478f065eda9d4d",
+      "chunk-78edb0c8ccc8238159196ecaeeb08d43"
+    ],
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server/storage/knowledge/.lightrag/x_financial_knowledge/kv_store_full_entities.json

@@ -383,5 +383,153 @@
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+    "content": "付账款；列3=负债类；列4=核算因购买商品/接受劳务应付款项；列5=按供应商明细\n\n- 会计科目说明 第 11 行：远光软件股份有限公司常用会计科目使用说明=2221；列2=应交税费；列3=负债类；列4=核算应缴纳的各种税费；列5=按税种明细\n\n- 会计科目说明 第 12 行：远光软件股份有限公司常用会计科目使用说明=2211；列2=应付职工薪酬；列3=负债类；列4=核算应付给职工的薪酬；列5=含社保公积金\n\n- 会计科目说明 第 13 行：远光软件股份有限公司常用会计科目使用说明=6001；列2=主营业务收入；列3=损益类；列4=核算主要经营业务产生的收入；列5=按业务类型明细\n\n- 会计科目说明 第 14 行：远光软件股份有限公司常用会计科目使用说明=6401；列2=主营业务成本；列3=损益类；列4=核算主要经营业务发生的成本\n\n- 会计科目说明 第 15 行：远光软件股份有限公司常用会计科目使用说明=6601；列2=管理费用；列3=损益类；列4=核算为管理生产经营发生的费用；列5=按费用类型明细\n\n- 会计科目说明 第 16 行：远光软件股份有限公司常用会计科目使用说明=6602；列2=销售费用；列3=损益类；列4=核算为销售产品发生的费用；列5=按费用类型明细\n\n- 会计科目说明 第 17 行：远光软件股份有限公司常用会计科目使用说明=6603；列2=财务费用；列3=损益类；列4=核算筹资等财务活动费用；列5=含利息、手续费\n\n- 会计科目说明 第 18 行：远光软件股份有限公司常用会计科目使用说明=6801；列2=所得税费用；列3=损益类；列4=核算企业所得税费用；列5=含递延所得税\n\n# 问答线索补充\n\n以下内容由入库阶段根据章节标题、条款、列表、键值对与相邻正文提炼，供问答检索时优先命中更短、更直接的制度依据。\n\n- 正文：# Excel 工作簿：远光软件会计科目使用说明.xlsx\n- 正文：会计科目说明 第 2 行：远光软件股份有限公司常用会计科目使用说明=科目编码\n- 正文：列2=科目名称\n- 正文：列3=科目类别\n- 正文：列4=使用说明\n- 正文：列5=备注\n- 正文：会计科目说明 第 3 行：远光软件股份有限公司常用会计科目使用说明=1001\n- 正文：列2=库存现金\n- 正文：列3=资产类\n- 正文：列4=核算公司库存现金\n- 正文：列5=日清月结\n- 正文：会计科目说明 第 4 行：远光软件股份有限公司常用会计科目使用说明=1002\n- 正文：列2=银行存款\n- 正文：列4=核算存入银行的各项存款\n- 正文：列5=按开户行明细\n- 正文：会计科目说明 第 5 行：远光软件股份有限公司常用会计科目使用说明=1122\n- 正文：列2=应收账款\n- 正文：列4=核算因销售商品/提供劳务应收款项\n- 正文：列5=按客户明细\n- 正文：会计科目说明 第 6 行：远光软件股份有限公司常用会计科目使用说明=1221\n- 正文：列2=其他应收款",
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+  "chunk-78edb0c8ccc8238159196ecaeeb08d43": {
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+    "content": "远光软件股份有限公司\n财务基础知识手册\n第一部分  会计基础知识\n一、会计要素\n会计要素包括：资产、负债、所有者权益、收入、费用和利润。\n会计恒等式：资产 = 负债 + 所有者权益\n二、常用会计科目\n科目类别\n科目名称\n说明\n资产类\n库存现金\n公司持有的现金\n资产类\n银行存款\n存放在银行的资金\n资产类\n应收账款\n因销售商品或提供劳务应收的款项\n资产类\n固定资产\n使用年限超过一年的有形资产\n负债类\n应付账款\n因购买商品或接受劳务应付的款项\n负债类\n应交税费\n应缴纳的各种税费\n负债类\n应付职工薪酬\n应付给职工的工资、福利等\n损益类\n主营业务收入\n主要经营业务产生的收入\n损益类\n管理费用\n为管理生产经营发生的费用\n损益类\n销售费用\n为销售产品发生的费用\n第二部分  税务基础知识\n三、主要税种介绍\n（一）增值税：公司为一般纳税人，软件服务适用6%税率，软件产品销售适用13%税率。\n（二）企业所得税：税率为25%，高新技术企业享受15%优惠税率。\n（三）个人所得税：按累进税率3%-45%，由公司代扣代缴。\n（四）印花税：对经济活动中的应税凭证征收。\n第三部分  财务报表解读\n四、三大财务报表\n（一）资产负债表：反映企业在某一特定日期的财务状况。\n（二）利润表：反映企业在一定期间的经营成果。\n（三）现金流量表：反映企业在一定期间现金和现金等价物的流入和流出。\n\n# 章节导航\n\n以下内容由入库阶段从制度原文中提取，供检索时优先理解制度层级、条目和标准所在章节。\n\n- 一、会计要素\n- 二、常用会计科目\n- （四）印花税：对经济活动中的应税凭证征收。\n\n# 重点章节摘录\n\n## 一、会计要素\n\n会计要素包括：资产、负债、所有者权益、收入、费用和利润。；会计恒等式：资产 = 负债 + 所有者权益\n\n## 二、常用会计科目\n\n科目类别；科目名称；说明\n\n## （四）印花税：对经济活动中的应税凭证征收。\n\n第三部分  财务报表解读\n\n# 问答线索补充\n\n以下内容由入库阶段根据章节标题、条款、列表、键值对与相邻正文提炼，供问答检索时优先命中更短、更直接的制度依据。\n\n- 一、会计要素：会计要素包括：资产、负债、所有者权益、收入、费用和利润\n- 一、会计要素：会计恒等式：资产 = 负债 + 所有者权益\n- 二、常用会计科目：因销售商品或提供劳务应收的款项\n- 二、常用会计科目：因购买商品或接受劳务应付的款项\n- 二、常用会计科目：应缴纳的各种税费\n- 二、常用会计科目：应付职工薪酬\n- （四）印花税：对经济活动中的应税凭证征收。：第三部分 财务报表解读",
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+  "chunk-2ee7e2a66cb544bdfe1b09e133863ad1": {
+    "tokens": 760,
+    "content": "远光软件股份有限公司\n财务术语解释手册\n权责发生制\n以权利和责任的发生来决定收入和费用归属期的会计基础。即凡是当期已经实现的收入和已经发生或应当负担的费用，不论款项是否收付，都应当作为当期的收入和费用。\n收付实现制\n以现金收到或付出为标准来记录收入的实现和费用的发生。即凡是当期收到和支付的现金，都作为当期的收入和费用。\n固定资产折旧\n固定资产在使用过程中因磨损而逐渐转移的价值。公司采用年限平均法计提折旧。\n摊销\n将无形资产或长期待摊费用按照规定期限分期计入当期损益的过程。\n增值税进项税额\n企业购进货物、接受应税劳务或应税服务支付的增值税额，可以从销项税额中抵扣。\n增值税销项税额\n企业销售货物、提供应税劳务或应税服务收取的增值税额。\n预算\n企业对未来一定时期内经营活动的数量化计划，包括收入预算、支出预算、资本预算等。\n现金流\n企业在一定期间内现金和现金等价物流入和流出的数量。\n毛利率\n毛利润占营业收入的百分比，反映企业产品或服务的初始盈利能力。计算公式：毛利率 = （营业收入 - 营业成本）/ 营业收入 × 100%\n净资产收益率（ROE）\n净利润占股东权益的百分比，反映股东投入资金的获利能力。计算公式：ROE = 净利润 / 股东权益 × 100%\n成本中心\n企业内部只发生成本费用而不产生收入的组织单位，用于成本核算和控制。\n利润中心\n企业内部既发生成本费用又产生收入的组织单位，用于考核盈利能力。\n\n# 问答线索补充\n\n以下内容由入库阶段根据章节标题、条款、列表、键值对与相邻正文提炼，供问答检索时优先命中更短、更直接的制度依据。\n\n- 正文：以权利和责任的发生来决定收入和费用归属期的会计基础\n- 正文：即凡是当期已经实现的收入和已经发生或应当负担的费用，不论款项是否收付，都应当作为当期的收入和费用\n- 正文：以现金收到或付出为标准来记录收入的实现和费用的发生\n- 正文：即凡是当期收到和支付的现金，都作为当期的收入和费用\n- 正文：企业购进货物、接受应税劳务或应税服务支付的增值税额，可以从销项税额中抵扣\n- 正文：企业销售货物、提供应税劳务或应税服务收取的增值税额\n- 正文：毛利润占营业收入的百分比，反映企业产品或服务的初始盈利能力\n- 正文：计算公式：毛利率 = （营业收入 - 营业成本）/ 营业收入 × 100%\n- 正文：净利润占股东权益的百分比，反映股东投入资金的获利能力\n- 正文：计算公式：ROE = 净利润 / 股东权益 × 100%",
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+    "content": "远光软件股份有限公司高新技术企业税收优惠政策汇总\n\n                                            远光软件股份有限公司\n\n                                                  2024年度\n\n一、企业所得税优惠\n\n1. 高新技术企业减按15%税率征收企业所得税\n\n- 条件：取得高新技术企业证书且在有效期内\n\n- 申请：向主管税务机关备案\n\n2. 技术转让所得优惠\n\n- 符合条件的技术转让所得500万元以下免征企业所得税\n\n- 超过500万元的部分减半征收\n\n二、增值税优惠\n\n1. 软件产品增值税即征即退\n\n- 销售自行开发生产的软件产品，按13%征收后\n\n- 实际税负超过3%的部分即征即退\n\n2. 技术服务免征增值税\n\n- 符合条件的技术转让、技术开发和相关的技术咨询、技术服务免征增值税\n\n三、研发费用加计扣除\n\n1. 一般企业研发费用按100%加计扣除\n\n- 形成无形资产的按200%摊销\n\n2. 适用范围：\n\n- 人员人工费用\n\n- 直接投入费用\n\n- 折旧费用\n\n- 无形资产摊销\n\n- 新产品设计费等\n\n    远光软件股份有限公司 - 第 <bound method FPDF.page_no of <__main__.ChinesePDF object at 0x000001F09798B750>>/2 页\n- 其他相关费用\n\n四、其他优惠政策\n\n1. 固定资产加速折旧：允许缩短折旧年限或加速折旧\n\n2. 软件企业职工培训费用：全额在企业所得税前扣除\n\n3. 创业投资抵扣：投资未上市中小高新技术企业的按投资额70%抵扣应纳税所得额\n\n    远光软件股份有限公司 - 第 <bound method FPDF.page_no of <__main__.ChinesePDF object at 0x000001F09798B750>>/2 页\n\n# 章节导航\n\n以下内容由入库阶段从制度原文中提取，供检索时优先理解制度层级、条目和标准所在章节。\n\n- 一、企业所得税优惠\n- 二、增值税优惠\n- 三、研发费用加计扣除\n- 四、其他优惠政策\n\n# 重点章节摘录\n\n## 一、企业所得税优惠\n\n1. 高新技术企业减按15%税率征收企业所得税；- 条件：取得高新技术企业证书且在有效期内；- 申请：向主管税务机关备案\n\n## 二、增值税优惠\n\n1. 软件产品增值税即征即退；- 销售自行开发生产的软件产品，按13%征收后；- 实际税负超过3%的部分即征即退\n\n## 三、研发费用加计扣除\n\n1. 一般企业研发费用按100%加计扣除；- 形成无形资产的按200%摊销；2. 适用范围：\n\n## 四、其他优惠政策\n\n1. 固定资产加速折旧：允许缩短折旧年限或加速折旧；2. 软件企业职工培训费用：全额在企业所得税前扣除；3. 创业投资抵扣：投资未上市中小高新技术企业的按投资额70%抵扣应纳税所得额\n\n# 问答线索补充\n\n以下内容由入库阶段根据章节标题、条款、列表、键值对与相邻正文提炼，供问答检索时优先命中更短、更直接的制度依据。\n\n- 一、企业所得税优惠：1. 高新技术企业减按15%税率征收企业所得税\n- 一、企业所得税优惠：条件：取得高新技术企业证书且在有效期内\n- 一、企业所得税优惠：申请：向主管税务机关备案\n- 一、企业所得税优惠：2. 技术转让所得优惠\n- 二、增值税优惠：1. 软件产品增值税即征即退\n- 二、增值税优惠：销售自行开发生产的软件产品，按13%征收后\n- 二、增值税优惠：实际税负超过3%的部分即征即退\n- 二、增值税优惠：2. 技术服务免征增值税\n- 三、研发费用加计扣除：1. 一般企业研发费用按100%加计扣除\n- 三、研发费用加计扣除：形成无形资产的按200%摊销\n- 三、研发费用加计扣除：2. 适用范围：\n- 三、研发费用加计扣除：人员人工费用\n- 四、其他优惠政策：1. 固定资产加速折旧：允许缩短折旧年限或加速折旧\n- 四、其他优惠政策：2. 软件企业职工培训费用：全额在企业所得税前扣除\n- 四、其他优惠政策：3. 创业投资抵扣：投资未上市中小高新技术企业的按投资额70%抵扣应纳税所得额",
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+    "content": "培训费用：全额在企业所得税前扣除\n- 四、其他优惠政策：3. 创业投资抵扣：投资未上市中小高新技术企业的按投资额70%抵扣应纳税所得额",
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 }

server/tests/test_expense_claim_service.py

@@ -181,6 +181,49 @@ def test_save_or_submit_persists_claim_only_after_save_draft_action() -> None:
         assert _count_claims(db) == before_count + 1
 
 
+def test_save_draft_persists_user_changed_expense_category() -> None:
+    user_id = "save-draft-category@example.com"
+    message = "业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报"
+
+    with build_session() as db:
+        employee = Employee(
+            employee_no="E5102",
+            name="分类员工",
+            email=user_id,
+        )
+        db.add(employee)
+        db.commit()
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id=user_id,
+            )
+        )
+
+        result = ExpenseClaimService(db).save_or_submit_from_ontology(
+            run_id=ontology.run_id,
+            user_id=user_id,
+            message=message,
+            ontology=ontology,
+            context_json={
+                "name": "分类员工",
+                "user_input_text": message,
+                "review_action": "save_draft",
+                "review_form_values": {
+                    "expense_type": "办公用品费",
+                    "amount": "32元",
+                    "occurred_date": "2026-03-04",
+                    "reason": "右侧核对后改为办公用品费",
+                },
+            },
+        )
+
+        claim = db.get(ExpenseClaim, result["claim_id"])
+        assert claim is not None
+        assert claim.expense_type == "office"
+        assert claim.items[0].item_type == "office"
+
+
 def test_unsaved_conversation_expires_after_retention_but_saved_conversation_stays() -> None:
     with build_session() as db:
         service = AgentConversationService(db)

server/tests/test_knowledge_rag_service.py

@@ -1,6 +1,14 @@
 from __future__ import annotations
 
+import json
+import threading
+
 from app.services import knowledge_rag as knowledge_rag_module
+from app.services.knowledge_ingest_log import (
+    build_document_graph_summary,
+    build_ingest_document_summary,
+    build_ingest_status_summary,
+)
 from app.services.knowledge_rag import KnowledgeRagService
 
 
@@ -86,7 +94,10 @@ def test_build_hits_demotes_chapter_navigation_for_specific_rule_queries() -> No
             {
                 "chunk_id": "body-1",
                 "file_path": "/tmp/doc-1__费用制度.md",
-                "content": "附表3：支出归口管理部门与归口业务范围\n组织人事部：探亲差旅、条件艰苦及安全风险较高区域补助等支出。",
+                "content": (
+                    "附表3：支出归口管理部门与归口业务范围\n"
+                    "组织人事部：探亲差旅、条件艰苦及安全风险较高区域补助等支出。"
+                ),
             },
         ],
         entities=[],
@@ -100,9 +111,11 @@ def test_resolve_default_qdrant_url_prefers_container_host(monkeypatch) -> None:
     monkeypatch.setattr(
         knowledge_rag_module.socket,
         "getaddrinfo",
-        lambda hostname, port: [("family", "type", "proto", "canonname", ("172.21.0.2", 0))]
+        lambda hostname, port: (
-        if hostname == "qdrant"
+            [("family", "type", "proto", "canonname", ("172.21.0.2", 0))]
-        else [],
+            if hostname == "qdrant"
+            else []
+        ),
     )
 
     assert knowledge_rag_module._resolve_default_qdrant_url() == "http://qdrant:6333"
@@ -117,6 +130,45 @@ def test_resolve_default_qdrant_url_falls_back_to_loopback(monkeypatch) -> None:
     assert knowledge_rag_module._resolve_default_qdrant_url() == "http://127.0.0.1:6333"
 
 
+def test_runtime_cache_is_isolated_by_thread(monkeypatch) -> None:
+    knowledge_rag_module.shutdown_knowledge_rag_runtime()
+    created_runtimes = []
+
+    class FakeRuntime:
+        def __init__(self, **_kwargs):
+            self.finalized = False
+            created_runtimes.append(self)
+
+        def finalize(self):
+            self.finalized = True
+
+    monkeypatch.setattr(knowledge_rag_module, "_LightRagRuntime", FakeRuntime)
+    monkeypatch.setattr(
+        KnowledgeRagService,
+        "_build_runtime_signature",
+        lambda self: (("same-config",), {}),
+    )
+
+    service = KnowledgeRagService()
+    main_runtime = service._get_runtime()
+    assert service._get_runtime() is main_runtime
+
+    worker_runtimes = []
+
+    def load_worker_runtime() -> None:
+        worker_runtimes.append(KnowledgeRagService()._get_runtime())
+
+    thread = threading.Thread(target=load_worker_runtime)
+    thread.start()
+    thread.join(timeout=5)
+
+    assert len(created_runtimes) == 2
+    assert worker_runtimes[0] is not main_runtime
+
+    knowledge_rag_module.shutdown_knowledge_rag_runtime()
+    assert all(runtime.finalized for runtime in created_runtimes)
+
+
 def test_is_query_ready_status_rejects_failed_status_even_with_chunks() -> None:
     assert (
         KnowledgeRagService.is_query_ready_status(
@@ -141,3 +193,89 @@ def test_is_query_ready_status_rejects_processing_status_even_with_chunks() -> N
         )
         is False
     )
+
+
+def test_build_document_graph_summary_reads_lightrag_storage(tmp_path) -> None:
+    workspace = tmp_path / "knowledge" / ".lightrag" / "test_workspace"
+    workspace.mkdir(parents=True)
+    (workspace / "kv_store_full_entities.json").write_text(
+        json.dumps({"doc-1": {"entity_names": ["远光软件", "支出管理", "远光软件"]}}),
+        encoding="utf-8",
+    )
+    (workspace / "kv_store_full_relations.json").write_text(
+        json.dumps({"doc-1": {"relation_pairs": [["远光软件", "支出管理"]]}}),
+        encoding="utf-8",
+    )
+    (workspace / "kv_store_text_chunks.json").write_text(
+        json.dumps(
+            {
+                "chunk-2": {
+                    "_id": "chunk-2",
+                    "full_doc_id": "doc-1",
+                    "chunk_order_index": 1,
+                    "tokens": 45,
+                    "content": "第二条 支出审批需要结合预算、归口部门和授权标准执行。",
+                },
+                "chunk-1": {
+                    "_id": "chunk-1",
+                    "full_doc_id": "doc-1",
+                    "chunk_order_index": 0,
+                    "tokens": 31,
+                    "content": "第一条 本办法适用于公司支出管理。",
+                },
+            }
+        ),
+        encoding="utf-8",
+    )
+
+    summary = build_document_graph_summary(
+        tmp_path,
+        workspace="test_workspace",
+        document_id="doc-1",
+    )
+
+    assert summary["entity_count"] == 2
+    assert summary["entities"] == ["远光软件", "支出管理"]
+    assert summary["relation_count"] == 1
+    assert summary["relations"] == [{"source": "远光软件", "target": "支出管理", "type": "关联"}]
+    assert [item["id"] for item in summary["chunks"]] == ["chunk-1", "chunk-2"]
+
+
+def test_build_ingest_document_summary_extracts_sections() -> None:
+    summary = build_ingest_document_summary(
+        document_id="doc-1",
+        entry={
+            "original_name": "公司支出管理办法.pdf",
+            "folder": "制度文件",
+            "extension": "pdf",
+            "mime_type": "application/pdf",
+        },
+        raw_text="第一章 总则\n本办法用于规范公司支出。",
+        indexed_text="# 第一章 总则\n本办法用于规范公司支出。\n第二条 审批\n审批需按授权执行。",
+    )
+
+    assert summary["name"] == "公司支出管理办法.pdf"
+    assert summary["section_count"] == 2
+    assert summary["sections"][0]["title"] == "第一章 总则"
+
+
+def test_build_ingest_status_summary_keeps_chunk_status() -> None:
+    summary = build_ingest_status_summary(
+        status_payload={
+            "status": "processed",
+            "query_ready": True,
+            "chunks_count": 2,
+            "chunks_list": ["chunk-1", "chunk-2"],
+        },
+        graph_summary={
+            "entity_count": 1,
+            "relation_count": 0,
+            "entities": ["预算"],
+            "relations": [],
+        },
+    )
+
+    assert summary["lightrag_status"] == "processed"
+    assert summary["query_ready"] is True
+    assert summary["chunk_count"] == 2
+    assert summary["chunk_ids"] == ["chunk-1", "chunk-2"]

server/tests/test_ontology_service.py

@@ -389,10 +389,10 @@ def test_semantic_ontology_service_prefers_expense_for_customer_entertainment_na
         assert result.clarification_required is True
         assert "customer_name" in result.missing_slots
         assert "participants" in result.missing_slots
-        assert any(
+        assert any(
-            item.type == "expense_type" and item.normalized_value == "entertainment"
+            item.type == "expense_type" and item.normalized_value == "meal"
-            for item in result.entities
+            for item in result.entities
-        )
+        )
 
 
 def test_semantic_ontology_service_uses_client_local_date_for_relative_time() -> None:
@@ -556,6 +556,39 @@ def test_semantic_ontology_service_maps_taxi_ticket_reimbursement_to_transport_d
         )
 
 
+@pytest.mark.parametrize(
+    "query,expected_type",
+    [
+        ("报销飞机票和行程单", "travel"),
+        ("报销酒店发票和房费", "hotel"),
+        ("报销滴滴打车票", "transport"),
+        ("报销工作餐餐费", "meal"),
+        ("报销会议场地费", "meeting"),
+        ("报销客户接待餐", "meal"),
+        ("报销打印纸和硒鼓", "office"),
+        ("报销培训课程费", "training"),
+        ("报销手机话费和流量费", "communication"),
+        ("报销员工体检费", "welfare"),
+    ],
+)
+def test_semantic_ontology_service_covers_common_expense_scene_keywords(
+    query: str,
+    expected_type: str,
+) -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(query=query, user_id="pytest")
+        )
+
+        assert result.scenario == "expense"
+        assert result.intent == "draft"
+        assert any(
+            item.type == "expense_type" and item.normalized_value == expected_type
+            for item in result.entities
+        )
+
+
 def test_semantic_ontology_service_uses_model_parse_when_available(monkeypatch) -> None:
     session_factory = build_session_factory()
     with session_factory() as db:

server/tests/test_user_agent_service.py

@@ -540,7 +540,11 @@ def test_user_agent_asks_for_type_when_trip_context_is_ambiguous() -> None:
             "交通费",
             "住宿费",
             "业务招待费",
-            "办公费",
+            "会务费",
+            "办公用品费",
+            "培训费",
+            "通讯费",
+            "福利费",
             "其他费用",
         ]
         assert response.suggested_actions[0].payload["original_message"] == message
@@ -729,6 +733,9 @@ def test_user_agent_keeps_taxi_ticket_for_customer_dropoff_as_transport_expense(
         assert "业务招待费" not in response.review_payload.intent_summary
         assert "客户名称" not in response.review_payload.missing_slots
         assert "参与人员" not in response.review_payload.missing_slots
+        edit_field_keys = {item.key for item in response.review_payload.edit_fields}
+        assert "merchant_name" not in edit_field_keys
+        assert "participants" not in edit_field_keys
 
 
 def test_user_agent_keeps_travel_range_when_user_adds_receipts_after_text_context() -> None:
@@ -1000,6 +1007,9 @@ def test_user_agent_transport_flow_infers_reason_and_does_not_require_location_o
 
         assert response.review_payload is not None
         slot_map = {item.key: item for item in response.review_payload.slot_cards}
+        document_card = response.review_payload.document_cards[0]
+        assert document_card.scene_label == "出租车/网约车票据"
+        assert document_card.suggested_expense_type == "transport"
         assert slot_map["reason"].value == "交通出行"
         assert slot_map["reason"].status == "inferred"
         assert "酒店/商户" not in response.review_payload.missing_slots
@@ -1189,8 +1199,15 @@ def test_user_agent_document_service_normalizes_ocr_fields_and_scene() -> None:
     assert fields["列车出发时间"] == "2026-03-04"
     assert "商户/酒店" not in fields
     assert document_service.extract_amount_text_from_value("滴滴出行 支付金额 1 元，实付 13.4 元，订单号 12345678") == "13.40元"
+    taxi_classified = document_service.classify_document({"filename": "行程单_的士票.jpg", "summary": "的士 车费 48 元"})
+    assert taxi_classified["document_type"] == "taxi_receipt"
+    assert taxi_classified["expense_type"] == "transport"
+    assert taxi_classified["scene_label"] == "出租车/网约车票据"
+    ship_classified = document_service.classify_document({"filename": "轮船票.jpg", "summary": "轮船 船票 金额 180 元"})
+    assert ship_classified["document_type"] == "ship_ticket"
+    assert ship_classified["scene_label"] == "轮船票"
     assert classified["document_type"] == "meal_receipt"
-    assert classified["expense_type"] == "entertainment"
+    assert classified["expense_type"] == "meal"
     assert document_service.infer_expense_type_from_documents(
         [{"filename": "客户餐饮发票.jpg", "summary": "餐饮发票 客户招待 金额 320 元"}],
         expense_type_code="entertainment",
@@ -1262,11 +1279,13 @@ def test_user_agent_builds_review_payload_for_multi_document_expense_flow() -> N
         assert response.review_payload is not None
         assert len(response.review_payload.document_cards) == 2
         assert len(response.review_payload.claim_groups) == 2
-        assert response.review_payload.missing_slots == ["参与人员"]
+        assert response.review_payload.missing_slots == ["参与人员", "酒店的报销票据待上传（必须）"]
         assert [item.action_type for item in response.review_payload.confirmation_actions] == [
             "save_draft",
         ]
-        assert any(item.scene_label == "业务招待费" for item in response.review_payload.document_cards)
+        assert any(item.scene_label == "餐饮发票" for item in response.review_payload.document_cards)
+        assert all(item.scene_label != "业务招待费" for item in response.review_payload.document_cards)
+        assert any(item.scene_label == "业务招待费" for item in response.review_payload.claim_groups)
         assert f"时间：{yesterday}" in response.review_payload.intent_summary
         slot_map = {item.key: item for item in response.review_payload.slot_cards}
         assert slot_map["time_range"].value == yesterday
@@ -1899,7 +1918,58 @@ def test_user_agent_review_payload_prechecks_taxi_amount_against_rule_standard()
         assert "单笔交通金额" in combined
         assert "报销场景提交与附件标准" in combined
         assert amount_brief.level == "high"
-        assert any(item.title == "附件金额测算结果" for item in response.review_payload.risk_briefs)
+        measurement = next(item for item in response.review_payload.risk_briefs if item.title == "附件金额测算异常")
+        assert measurement.level == "warning"
+        assert "超出标准" in measurement.detail
+
+
+def test_user_agent_review_payload_does_not_mark_compliant_taxi_amount_as_low_risk() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        query = "我上传一张的士票59.10元，帮我生成交通费报销草稿"
+        context = {
+            "name": "张三",
+            "attachment_names": ["的士1.jpg"],
+            "attachment_count": 1,
+            "ocr_documents": [
+                {
+                    "filename": "的士1.jpg",
+                    "document_type": "taxi_receipt",
+                    "summary": "出租车/网约车票据 支付金额 59.10 元",
+                    "text": "的士 车费 59.10 元",
+                    "avg_score": 0.95,
+                    "document_fields": [
+                        {"key": "amount", "label": "支付金额", "value": "59.10"},
+                    ],
+                    "warnings": [],
+                }
+            ],
+        }
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=query,
+                user_id="pytest-taxi-pass@example.com",
+                context_json=context,
+            )
+        )
+
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest-taxi-pass@example.com",
+                message=query,
+                ontology=ontology,
+                context_json=context,
+                tool_payload={"draft_only": True},
+            )
+        )
+
+        assert response.review_payload is not None
+        risk_titles = [item.title for item in response.review_payload.risk_briefs]
+        risk_details = "\n".join(item.detail for item in response.review_payload.risk_briefs)
+        assert "附件金额测算结果" not in risk_titles
+        assert "附件金额测算异常" not in risk_titles
+        assert "测算通过" not in risk_details
 
 
 def test_user_agent_review_payload_uses_finance_spreadsheet_hotel_amount_standard() -> None:
@@ -2067,8 +2137,9 @@ def test_user_agent_review_payload_uses_finance_spreadsheet_meal_allowance_stand
         assert "直辖市/特区" in combined
         assert "公司差旅费报销规则" in combined
         assert meal_brief.level == "high"
-        measurement = next(item for item in response.review_payload.risk_briefs if item.title == "附件金额测算结果")
+        measurement = next(item for item in response.review_payload.risk_briefs if item.title == "附件金额测算异常")
         assert "伙食补助标准 65.00" in measurement.detail
+        assert "超出标准" in measurement.detail
 
 
 def test_user_agent_filters_deprecated_review_risk_briefs() -> None:

web/src/assets/styles/views/settings-view-form.css

@@ -0,0 +1,227 @@
+/* 设置页表单/卡片/开关 — 供 SettingsView 与子面板各自 scoped 引入 */
+
+.settings-card {
+  padding: 0;
+  border: 1px solid #e2e8f0;
+  border-radius: 12px;
+  background: #ffffff;
+  box-shadow: 0 1px 3px rgba(0, 0, 0, 0.02), 0 4px 16px rgba(0, 0, 0, 0.03);
+  overflow: hidden;
+  display: flex;
+  flex-direction: column;
+  transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
+}
+
+.settings-card:hover {
+  border-color: #cbd5e1;
+  box-shadow: 0 1px 3px rgba(0, 0, 0, 0.01), 0 10px 24px rgba(0, 0, 0, 0.04);
+}
+
+.card-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+  padding: 14px 24px;
+  background: #f8fafc;
+  border-bottom: 1px solid #e2e8f0;
+  margin: 0;
+}
+
+.settings-card > *:not(.card-head) {
+  padding-left: 24px;
+  padding-right: 24px;
+  margin-top: 24px;
+}
+
+.settings-card > *:not(.card-head):last-child {
+  margin-bottom: 24px;
+}
+
+.card-head-actions {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  flex: 0 0 auto;
+}
+
+.card-head h4 {
+  margin: 0;
+  padding: 0;
+  color: #0f172a;
+  font-size: 15px;
+  font-weight: 700;
+  line-height: 1.2;
+}
+
+.card-head p {
+  margin: 4px 0 0 0;
+  padding: 0;
+  color: #64748b;
+  font-size: 13px;
+  line-height: 1.4;
+}
+
+.form-grid {
+  display: grid;
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+  gap: 20px;
+  align-items: start;
+}
+
+.compact-grid {
+  margin-bottom: 20px;
+}
+
+.field {
+  display: grid;
+  gap: 8px;
+}
+
+.field-wide {
+  grid-column: span 2;
+}
+
+.field-full {
+  grid-column: 1 / -1;
+}
+
+.field span {
+  color: #475569;
+  font-size: 12.5px;
+  font-weight: 700;
+  line-height: 1.2;
+}
+
+.field em {
+  margin-right: 4px;
+  color: #ef4444;
+  font-style: normal;
+}
+
+.field input,
+.field select {
+  width: 100%;
+  min-height: 44px;
+  padding: 0 14px;
+  border: 1px solid #cbd5e1;
+  border-radius: 12px;
+  background: #ffffff;
+  color: #0f172a;
+  font-size: 13px;
+  line-height: 1.45;
+  transition: all 0.2s ease;
+}
+
+.field input::placeholder {
+  color: #94a3b8;
+}
+
+.field input:focus,
+.field select:focus {
+  outline: none;
+  border-color: #10b981;
+  box-shadow: 0 0 0 3px rgba(16, 185, 129, 0.08);
+  background: #ffffff;
+}
+
+.switch-group {
+  display: grid;
+  gap: 12px;
+}
+
+.switch-row {
+  width: 100%;
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 16px 20px;
+  border: 1px solid #e2e8f0;
+  border-radius: 16px;
+  background: #ffffff;
+  text-align: left;
+  transition: all 0.25s ease;
+  box-shadow: 0 1px 2px rgba(0, 0, 0, 0.01);
+  cursor: pointer;
+}
+
+.switch-row:hover {
+  border-color: rgba(16, 185, 129, 0.25);
+  background: linear-gradient(180deg, #ffffff 0%, rgba(16, 185, 129, 0.01) 100%);
+  box-shadow: 0 4px 12px rgba(16, 185, 129, 0.03);
+  transform: translateY(-1px);
+}
+
+.switch-copy {
+  min-width: 0;
+  display: grid;
+  gap: 4px;
+}
+
+.switch-copy strong {
+  color: #0f172a;
+  font-size: 14px;
+  font-weight: 700;
+}
+
+.switch-copy small {
+  color: #64748b;
+  font-size: 12px;
+  line-height: 1.5;
+}
+
+/* Switch Toggle Buttons */
+.switch-btn {
+  position: relative;
+  display: inline-flex;
+  align-items: center;
+  flex: 0 0 auto;
+  width: 48px;
+  height: 26px;
+  padding: 3px;
+  border: none;
+  border-radius: 99px;
+  background: #cbd5e1;
+  cursor: pointer;
+  outline: none;
+  transition: background-color 0.25s ease;
+}
+
+.switch-btn i {
+  width: 20px;
+  height: 20px;
+  border-radius: 50%;
+  background: #ffffff;
+  box-shadow: 0 1px 3px rgba(15, 23, 42, 0.15);
+  transition: transform 0.25s cubic-bezier(0.25, 1, 0.5, 1);
+}
+
+.switch-btn.active {
+  background-color: #10b981;
+}
+
+.switch-btn.active i {
+  transform: translateX(22px);
+}
+
+.switch-btn:disabled {
+  opacity: 0.4;
+  cursor: not-allowed;
+}
+
+/* Mini Switch */
+.switch-btn.mini {
+  width: 38px;
+  height: 20px;
+  padding: 2px;
+}
+
+.switch-btn.mini i {
+  width: 16px;
+  height: 16px;
+}
+
+.switch-btn.mini.active i {
+  transform: translateX(18px);
+}

web/src/assets/styles/views/settings-view-hermes.css

@@ -0,0 +1,228 @@
+/* Container */
+.hermes-settings-container {
+  display: flex;
+  flex-direction: column;
+  gap: 20px;
+  width: 100%;
+}
+
+/* Master Control Hero Card Active Hover & Color */
+.hermes-hero-card.active {
+  border-color: rgba(16, 185, 129, 0.25);
+  background: linear-gradient(180deg, #ffffff 0%, rgba(16, 185, 129, 0.02) 100%);
+  box-shadow: 0 1px 3px rgba(16, 185, 129, 0.01), 0 8px 24px rgba(16, 185, 129, 0.05);
+}
+
+.hermes-hero-card .model-icon-box {
+  position: relative;
+}
+
+.hermes-hero-card .model-icon-box.active {
+  background: rgba(16, 185, 129, 0.1);
+  color: #10b981;
+  border-color: rgba(16, 185, 129, 0.15);
+}
+
+/* Pulse Dot */
+.status-pulse-dot {
+  position: absolute;
+  top: -2px;
+  right: -2px;
+  width: 10px;
+  height: 10px;
+  background-color: #cbd5e1;
+  border: 2px solid #ffffff;
+  border-radius: 50%;
+  transition: background-color 0.3s ease;
+}
+
+.status-pulse-dot.active {
+  background-color: #10b981;
+  animation: pulse-ring 1.8s cubic-bezier(0.455, 0.03, 0.515, 0.955) infinite;
+}
+
+@keyframes pulse-ring {
+  0% {
+    box-shadow: 0 0 0 0 rgba(16, 185, 129, 0.4);
+  }
+  70% {
+    box-shadow: 0 0 0 6px rgba(16, 185, 129, 0);
+  }
+  100% {
+    box-shadow: 0 0 0 0 rgba(16, 185, 129, 0);
+  }
+}
+
+.status-badge {
+  padding: 6px 12px;
+  border-radius: 99px;
+  background: #f1f5f9;
+  color: #64748b;
+  font-size: 12px;
+  font-weight: 600;
+  letter-spacing: 0.02em;
+  transition: all 0.3s ease;
+}
+
+.status-badge.active {
+  background: rgba(16, 185, 129, 0.1);
+  color: #10b981;
+}
+
+/* Task Section */
+.hermes-tasks-section.disabled {
+  opacity: 0.6;
+  pointer-events: none;
+}
+
+/* Tasks Grid */
+.hermes-task-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(320px, 1fr));
+  gap: 16px;
+  margin: 0;
+  padding: 0;
+  list-style: none;
+}
+
+/* Task Card */
+.hermes-task-card {
+  display: flex;
+  flex-direction: column;
+  justify-content: space-between;
+  padding: 20px;
+  background: #ffffff;
+  border: 1px solid #e2e8f0;
+  border-radius: 16px;
+  box-shadow: 0 1px 2px rgba(0, 0, 0, 0.01), 0 2px 8px rgba(0, 0, 0, 0.02);
+  transition: all 0.25s cubic-bezier(0.4, 0, 0.2, 1);
+}
+
+.hermes-task-card:hover {
+  transform: translateY(-2px);
+  border-color: #cbd5e1;
+  box-shadow: 0 4px 6px rgba(15, 23, 42, 0.01), 0 10px 20px rgba(15, 23, 42, 0.04);
+}
+
+.task-card-header {
+  display: flex;
+  align-items: flex-start;
+  gap: 14px;
+  margin-bottom: 20px;
+}
+
+.task-icon-box {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  width: 44px;
+  height: 44px;
+  border-radius: 12px;
+  font-size: 20px;
+  transition: all 0.3s ease;
+}
+
+.task-meta-info {
+  flex: 1;
+  min-width: 0;
+}
+
+.task-meta-info strong {
+  display: block;
+  color: #0f172a;
+  font-size: 14px;
+  font-weight: 700;
+  line-height: 1.4;
+}
+
+.task-meta-info small {
+  display: block;
+  margin-top: 4px;
+  color: #64748b;
+  font-size: 12px;
+  line-height: 1.45;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+
+/* Task card colors (SaaS Gray) */
+.task-icon-box.indigo,
+.task-icon-box.warning,
+.task-icon-box.danger,
+.task-icon-box.info,
+.task-icon-box.success,
+.task-icon-box.primary,
+.task-icon-box.secondary,
+.task-icon-box.default {
+  background: #f8fafc;
+  color: #475569;
+  border: 1px solid #e2e8f0;
+  box-shadow: 0 1px 2px rgba(0, 0, 0, 0.02);
+}
+
+/* Card Footer & Time picker */
+.task-card-footer {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding-top: 14px;
+  border-top: 1px dashed #f1f5f9;
+}
+
+.frequency-badge {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  padding: 4px 10px;
+  border-radius: 99px;
+  background: #f8fafc;
+  color: #94a3b8;
+  font-size: 11px;
+  font-weight: 600;
+  transition: all 0.3s ease;
+}
+
+.frequency-badge.active {
+  background: #f0f9ff;
+  color: #0284c7;
+}
+
+.time-picker-wrapper input[type="time"] {
+  padding: 5px 8px;
+  border: 1px solid #e2e8f0;
+  border-radius: 8px;
+  background: #f8fafc;
+  color: #334155;
+  font-size: 12px;
+  font-weight: 600;
+  outline: none;
+  cursor: pointer;
+  transition: all 0.2s ease;
+}
+
+.time-picker-wrapper input[type="time"]:hover {
+  border-color: #cbd5e1;
+  background: #f1f5f9;
+}
+
+.time-picker-wrapper input[type="time"]:focus {
+  border-color: #10b981;
+  background: #ffffff;
+  box-shadow: 0 0 0 3px rgba(16, 185, 129, 0.08);
+}
+
+.time-picker-placeholder {
+  color: #cbd5e1;
+  font-size: 11px;
+  font-weight: 600;
+}
+
+@media (max-width: 768px) {
+  .hermes-hero-card.active {
+    background: #ffffff;
+  }
+  .hermes-task-grid {
+    grid-template-columns: 1fr;
+  }
+}

web/src/assets/styles/views/travel-reimbursement-create-view-part2.css

@@ -759,7 +759,8 @@
 .review-side-metric-card.editable:hover,
 .review-side-metric-card.editing {
   border-color: rgba(16, 185, 129, 0.34);
-  background: rgba(248, 252, 250, 0.92);
+  background: #ffffff;
+  box-shadow: 0 4px 12px rgba(16, 185, 129, 0.08);
   transform: translateY(-1px);
 }
 
@@ -768,10 +769,25 @@
   height: 32px;
   display: grid;
   place-items: center;
-  border-radius: 10px;
+  border-radius: 8px;
-  background: rgba(240, 253, 244, 0.95);
+  background: #f1f5f9;
-  color: #059669;
+  border: 1px solid transparent;
+  color: #64748b;
   font-size: 15px;
+  transition: all 0.2s ease;
+}
+
+.review-side-metric-card.editable:hover .review-side-metric-icon,
+.review-side-metric-card.editing .review-side-metric-icon {
+  color: #059669;
+  border-color: rgba(16, 185, 129, 0.22);
+  background: #ecfdf5;
+}
+
+.review-side-metric-card.invalid .review-side-metric-icon {
+  color: #ef4444;
+  border-color: rgba(239, 68, 68, 0.22);
+  background: #fef2f2;
 }
 
 .review-side-metric-copy {

web/src/assets/styles/views/travel-reimbursement-create-view-part3.css

@@ -298,6 +298,16 @@
   cursor: not-allowed;
 }
 
+.review-next-step-rich-copy {
+  margin-top: 30px;
+  color: #475569;
+  line-height: 1.64;
+}
+
+.review-next-step-rich-copy :deep(.markdown-action-paragraph) {
+  margin-top: 10px;
+}
+
 .review-section-card {
   display: grid;
   gap: 10px;

web/src/assets/styles/views/travel-reimbursement-create-view-part4.css

@@ -1,6 +1,14 @@
+.review-overlay {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+}
+
 .review-preview-modal {
   width: min(980px, calc(100vw - 40px));
   max-height: min(92vh, calc(100vh - 32px));
+  margin: auto;
+  flex: none;
   display: grid;
   grid-template-rows: auto minmax(0, 1fr);
   overflow: hidden;
@@ -63,48 +71,56 @@
 }
 
 .welcome-quick-actions-title {
-  margin: 0 0 22px;
+  margin: 0 0 16px !important;
   color: #64748b;
-  font-size: 12px;
+  font-size: 13px;
-  font-weight: 800;
+  font-weight: 700;
+  letter-spacing: 0.5px;
 }
 
 .welcome-quick-action-grid {
   display: flex;
   flex-wrap: wrap;
-  gap: 7px;
+  gap: 12px;
+  margin-top: 16px;
 }
 
 .welcome-quick-action-btn {
-  min-height: 30px;
+  min-height: 32px;
   display: inline-flex;
   align-items: center;
-  gap: 5px;
+  gap: 6px;
-  padding: 0 11px;
+  padding: 0 14px;
-  border: 1px solid rgba(191, 219, 254, 0.92);
+  border: 1px solid #cbd5e1;
-  border-radius: 999px;
+  border-radius: 12px;
-  background: linear-gradient(180deg, rgba(255, 255, 255, 0.98) 0%, rgba(239, 246, 255, 0.94) 100%);
+  background: #ffffff;
-  color: #1d4ed8;
+  color: #334155;
   font-size: var(--wb-fs-chip);
-  font-weight: 700;
+  font-weight: 600;
   line-height: 1.2;
-  box-shadow: 0 4px 10px rgba(59, 130, 246, 0.07);
+  transition: all 0.2s ease;
-  transition: transform 0.16s ease, box-shadow 0.16s ease, border-color 0.16s ease;
 }
 
 .welcome-quick-action-btn i {
-  font-size: 13px;
+  font-size: 14px;
-  color: #2563eb;
+  color: #64748b;
+  transition: color 0.2s ease;
 }
 
 .welcome-quick-action-btn:hover:not(:disabled) {
   transform: translateY(-1px);
-  border-color: rgba(59, 130, 246, 0.34);
+  border-color: #10b981;
-  box-shadow: 0 7px 14px rgba(59, 130, 246, 0.12);
+  background: #ecfdf5;
+  color: #059669;
+  box-shadow: 0 4px 12px rgba(16, 185, 129, 0.1);
+}
+
+.welcome-quick-action-btn:hover:not(:disabled) i {
+  color: #059669;
 }
 
 .welcome-quick-action-btn:disabled {
-  opacity: 0.48;
+  opacity: 0.5;
   cursor: not-allowed;
 }
 

web/src/assets/styles/views/travel-reimbursement-create-view.css

@@ -522,8 +522,10 @@
 
 .insight-panel-shell {
   flex: none;
+  display: flex;
   width: clamp(300px, 28vw, 420px);
   min-width: 0;
+  min-height: 0;
   max-width: 100%;
   margin-left: 0;
   overflow: hidden;
@@ -634,6 +636,30 @@
   box-shadow: 0 10px 22px rgba(226, 232, 240, 0.48);
 }
 
+.message-bubble-review-risk-low {
+  border-color: rgba(37, 99, 235, 0.72);
+  background: linear-gradient(180deg, rgba(239, 246, 255, 0.72), rgba(255, 255, 255, 0.96));
+  box-shadow:
+    0 0 0 2px rgba(37, 99, 235, 0.12),
+    0 12px 24px rgba(37, 99, 235, 0.1);
+}
+
+.message-bubble-review-risk-medium {
+  border-color: rgba(217, 119, 6, 0.78);
+  background: linear-gradient(180deg, rgba(255, 251, 235, 0.76), rgba(255, 255, 255, 0.96));
+  box-shadow:
+    0 0 0 2px rgba(217, 119, 6, 0.14),
+    0 12px 24px rgba(217, 119, 6, 0.11);
+}
+
+.message-bubble-review-risk-high {
+  border-color: rgba(220, 38, 38, 0.78);
+  background: linear-gradient(180deg, rgba(254, 242, 242, 0.78), rgba(255, 255, 255, 0.96));
+  box-shadow:
+    0 0 0 2px rgba(220, 38, 38, 0.14),
+    0 12px 24px rgba(220, 38, 38, 0.11);
+}
+
 .message-meta {
   display: flex;
   align-items: center;
@@ -814,6 +840,26 @@
   color: #1d4ed8;
 }
 
+.message-answer-markdown :deep(.markdown-action-link-next),
+.message-answer-markdown :deep(.markdown-action-link-edit) {
+  color: #1d4ed8;
+}
+
+.message-answer-markdown :deep(.markdown-risk-text-low) {
+  color: #2563eb;
+  font-weight: 850;
+}
+
+.message-answer-markdown :deep(.markdown-risk-text-medium) {
+  color: #d97706;
+  font-weight: 850;
+}
+
+.message-answer-markdown :deep(.markdown-risk-text-high) {
+  color: #dc2626;
+  font-weight: 850;
+}
+
 .message-answer-markdown :deep(.markdown-table-wrap) {
   width: 100%;
   max-width: 100%;

web/src/components/layout/SidebarRail.vue

@@ -2,7 +2,8 @@
   <aside class="rail" aria-label="主导航">
     <div class="rail-brand">
       <div class="brand-mark" aria-hidden="true">
-        <svg viewBox="0 0 36 36">
+        <img v-if="companyLogo" :src="companyLogo" alt="System Logo" class="custom-logo" />
+        <svg v-else viewBox="0 0 36 36">
           <path d="M19.8 4.5c5.7 1.1 9.9 5.7 10.5 11.6-2.8-.9-5.5-.7-7.9.6-2.8 1.5-4.5 4.3-5.2 8.2-4.4-2.8-6.5-6.5-6.3-11.1.2-4.2 3.5-7.8 8.9-9.3Z" />
           <path d="M9 7.6c-3 3.5-4 7.3-2.9 11.2 1.2 4.2 4.6 7 10.1 8.5-2 1.8-4.6 2.6-7.6 2.3C5.1 26.7 3.5 23.1 3.7 19 4 14.4 5.7 10.6 9 7.6Z" />
         </svg>
@@ -57,6 +58,10 @@ const props = defineProps({
     type: String,
     default: ''
   },
+  companyLogo: {
+    type: String,
+    default: ''
+  },
   currentUser: {
     type: Object,
     default: () => ({
@@ -145,6 +150,14 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
   display: grid;
   place-items: center;
   color: #07936f;
+  border-radius: 6px;
+  overflow: hidden;
+}
+
+.custom-logo {
+  width: 100%;
+  height: 100%;
+  object-fit: contain;
 }
 
 .brand-mark svg {
@@ -195,10 +208,9 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
 }
 
 .nav-btn.active {
-  background: linear-gradient(90deg, rgba(16, 185, 129, 0.16), rgba(16, 185, 129, 0.08));
+  background: #ecfdf5;
-  border-color: rgba(16, 185, 129, 0.1);
+  border-color: rgba(16, 185, 129, 0.12);
   color: #059669;
-  box-shadow: inset 3px 0 0 #10b981;
 }
 
 .nav-icon {
@@ -224,7 +236,7 @@ const displayCompanyName = computed(() => props.companyName || 'X-Financial')
   min-width: 0;
   color: currentColor;
   font-size: 14px;
-  font-weight: 750;
+  font-weight: 700;
   line-height: 1.2;
   white-space: nowrap;
   overflow: hidden;

web/src/components/logs/KnowledgeIngestRunPanel.vue

@@ -0,0 +1,727 @@
+<template>
+  <article class="knowledge-ingest-panel panel">
+    <header class="ingest-head">
+      <div>
+        <span class="eyebrow">LightRAG 知识归集</span>
+        <h3>{{ model.folder || '未指定目录' }}</h3>
+        <p>{{ model.phaseLabel }} · {{ model.statusLabel }}</p>
+      </div>
+      <div class="progress-ring" :aria-label="`归集进度 ${model.progress.percent}%`">
+        <strong>{{ model.progress.percent }}%</strong>
+        <span>进度</span>
+      </div>
+    </header>
+
+    <div class="progress-bar" aria-hidden="true">
+      <span :style="{ width: `${model.progress.percent}%` }"></span>
+    </div>
+
+    <div class="metric-strip">
+      <div v-for="metric in model.metrics" :key="metric.label" class="metric-tile">
+        <span>{{ metric.label }}</span>
+        <strong>{{ metric.value }}</strong>
+        <small>{{ metric.hint }}</small>
+      </div>
+    </div>
+
+    <div class="ingest-workspace">
+      <aside class="file-rail">
+        <button
+          v-for="document in model.documents"
+          :key="document.documentId"
+          type="button"
+          class="file-item"
+          :class="{ active: selectedDocumentId === document.documentId }"
+          @click="selectDocument(document.documentId)"
+        >
+          <i :class="documentIcon(document)"></i>
+          <span class="file-copy">
+            <strong>{{ document.name }}</strong>
+            <small>
+              {{ document.phaseLabel }} · {{ document.chunkCount }} chunk
+            </small>
+          </span>
+          <span class="mini-status" :class="document.statusTone">
+            {{ document.statusLabel }}
+          </span>
+        </button>
+      </aside>
+
+      <section v-if="selectedDocument" class="file-detail">
+        <div class="detail-topline">
+          <div>
+            <h4>{{ selectedDocument.name }}</h4>
+            <p>
+              {{ selectedDocument.folder || '根目录' }}
+              <span v-if="selectedDocument.extension"> · {{ selectedDocument.extension }}</span>
+            </p>
+          </div>
+          <span class="status-chip" :class="selectedDocument.statusTone">
+            {{ selectedDocument.statusLabel }}
+          </span>
+        </div>
+
+        <div class="detail-stats">
+          <div>
+            <span>原文字符</span>
+            <strong>{{ formatKnowledgeMetric(selectedDocument.textChars) }}</strong>
+          </div>
+          <div>
+            <span>索引字符</span>
+            <strong>{{ formatKnowledgeMetric(selectedDocument.indexedTextChars) }}</strong>
+          </div>
+          <div>
+            <span>Chunk</span>
+            <strong>{{ formatKnowledgeMetric(selectedDocument.chunkCount) }}</strong>
+          </div>
+          <div>
+            <span>实体 / 关系</span>
+            <strong>
+              {{ formatKnowledgeMetric(selectedDocument.entityCount) }}
+              /
+              {{ formatKnowledgeMetric(selectedDocument.relationCount) }}
+            </strong>
+          </div>
+        </div>
+
+        <p v-if="selectedDocument.error" class="error-note">
+          {{ selectedDocument.error }}
+        </p>
+
+        <div class="detail-section-grid">
+          <section class="detail-section">
+            <div class="section-head">
+              <h5>Chunk 信息</h5>
+              <span>{{ selectedDocument.chunks.length }} 条</span>
+            </div>
+            <div v-if="selectedDocument.chunks.length" class="chunk-list">
+              <div v-for="chunk in selectedDocument.chunks" :key="chunk.id" class="chunk-row">
+                <span class="chunk-index">#{{ chunk.order + 1 }}</span>
+                <div>
+                  <strong>{{ compactId(chunk.id) }}</strong>
+                  <p>{{ chunk.summary || '暂无摘要' }}</p>
+                </div>
+                <small>{{ chunk.tokens }} tokens</small>
+              </div>
+            </div>
+            <div v-else class="compact-empty">暂无 chunk 明细</div>
+          </section>
+
+          <section class="detail-section">
+            <div class="section-head">
+              <h5>章节提取</h5>
+              <span>{{ selectedDocument.sectionCount }} 条</span>
+            </div>
+            <div v-if="selectedDocument.sections.length" class="section-list">
+              <div
+                v-for="section in selectedDocument.sections"
+                :key="section.title"
+                class="section-row"
+              >
+                <strong>{{ section.title }}</strong>
+                <p>{{ section.excerpt || '暂无章节摘要' }}</p>
+              </div>
+            </div>
+            <div v-else class="compact-empty">暂无章节信息</div>
+          </section>
+        </div>
+
+        <section class="detail-section">
+          <div class="section-head">
+            <h5>处理事件</h5>
+            <span>{{ selectedDocument.events.length }} 条</span>
+          </div>
+          <div v-if="selectedDocument.events.length" class="event-list">
+            <div
+              v-for="event in selectedDocument.events"
+              :key="`${event.at}-${event.message}`"
+              class="event-row"
+              :class="event.level"
+            >
+              <span></span>
+              <div>
+                <strong>{{ formatEventTime(event.at) }}</strong>
+                <p>{{ event.message }}</p>
+              </div>
+            </div>
+          </div>
+          <div v-else class="compact-empty">暂无处理事件</div>
+        </section>
+      </section>
+    </div>
+
+    <section class="graph-section">
+      <div class="section-head">
+        <h4>图谱形成</h4>
+        <span>
+          {{ formatKnowledgeMetric(model.graph.entityCount) }} 实体 ·
+          {{ formatKnowledgeMetric(model.graph.relationCount) }} 关系
+        </span>
+      </div>
+      <div class="graph-grid">
+        <div class="graph-pane">
+          <h5>实体</h5>
+          <div v-if="model.graph.entities.length" class="entity-cloud">
+            <span v-for="entity in model.graph.entities" :key="entity">{{ entity }}</span>
+          </div>
+          <div v-else class="compact-empty">暂无实体</div>
+        </div>
+        <div class="graph-pane">
+          <h5>关系</h5>
+          <div v-if="model.graph.relations.length" class="relation-list">
+            <div
+              v-for="relation in model.graph.relations"
+              :key="`${relation.source}-${relation.target}-${relation.type}`"
+              class="relation-row"
+            >
+              <strong>{{ relation.source }}</strong>
+              <i class="mdi mdi-arrow-right-thin"></i>
+              <strong>{{ relation.target }}</strong>
+              <span>{{ relation.type }}</span>
+            </div>
+          </div>
+          <div v-else class="compact-empty">暂无关系</div>
+        </div>
+      </div>
+    </section>
+  </article>
+</template>
+
+<script setup>
+import { computed, ref, watch } from 'vue'
+
+import {
+  buildKnowledgeIngestLogModel,
+  formatKnowledgeMetric
+} from '../../utils/knowledgeIngestLogModel.js'
+
+const props = defineProps({
+  run: {
+    type: Object,
+    required: true
+  }
+})
+
+const selectedDocumentId = ref('')
+const model = computed(() => buildKnowledgeIngestLogModel(props.run))
+const selectedDocument = computed(
+  () => model.value.documents.find((item) => item.documentId === selectedDocumentId.value) || null
+)
+
+watch(
+  () => model.value.selectedDocumentId,
+  (nextDocumentId) => {
+    if (!nextDocumentId) {
+      selectedDocumentId.value = ''
+      return
+    }
+    if (!selectedDocumentId.value || !model.value.documents.some((item) => item.documentId === selectedDocumentId.value)) {
+      selectedDocumentId.value = nextDocumentId
+    }
+  },
+  { immediate: true }
+)
+
+function selectDocument(documentId) {
+  selectedDocumentId.value = documentId
+}
+
+function documentIcon(document) {
+  const extension = String(document?.extension || '').toLowerCase()
+  if (extension === 'pdf') return 'mdi mdi-file-pdf-box'
+  if (['doc', 'docx'].includes(extension)) return 'mdi mdi-file-word-box'
+  if (['xls', 'xlsx', 'csv'].includes(extension)) return 'mdi mdi-file-excel-box'
+  if (['ppt', 'pptx'].includes(extension)) return 'mdi mdi-file-powerpoint-box'
+  return 'mdi mdi-file-document-outline'
+}
+
+function compactId(value) {
+  const text = String(value || '').trim()
+  if (text.length <= 18) return text || 'chunk'
+  return `${text.slice(0, 8)}...${text.slice(-6)}`
+}
+
+function formatEventTime(value) {
+  if (!value) return '刚刚'
+  const date = new Date(value)
+  if (Number.isNaN(date.getTime())) return String(value)
+  return date.toLocaleTimeString('zh-CN', {
+    hour: '2-digit',
+    minute: '2-digit',
+    second: '2-digit',
+    hour12: false
+  })
+}
+</script>
+
+<style scoped>
+.knowledge-ingest-panel {
+  display: grid;
+  gap: 14px;
+  padding: 18px;
+}
+
+.ingest-head {
+  display: flex;
+  justify-content: space-between;
+  gap: 18px;
+}
+
+.eyebrow {
+  color: #0f766e;
+  font-size: 12px;
+  font-weight: 800;
+}
+
+.ingest-head h3 {
+  margin: 5px 0 0;
+  color: #0f172a;
+  font-size: 18px;
+}
+
+.ingest-head p {
+  margin: 6px 0 0;
+  color: #64748b;
+  font-size: 13px;
+}
+
+.progress-ring {
+  width: 72px;
+  height: 72px;
+  flex: 0 0 auto;
+  display: grid;
+  place-items: center;
+  border: 1px solid #d7e0ea;
+  border-radius: 50%;
+  background: #f8fafc;
+}
+
+.progress-ring strong,
+.progress-ring span {
+  grid-area: 1 / 1;
+}
+
+.progress-ring strong {
+  margin-top: -12px;
+  color: #0f172a;
+  font-size: 17px;
+}
+
+.progress-ring span {
+  margin-top: 26px;
+  color: #64748b;
+  font-size: 11px;
+}
+
+.progress-bar {
+  height: 7px;
+  overflow: hidden;
+  border-radius: 999px;
+  background: #e5eaf0;
+}
+
+.progress-bar span {
+  display: block;
+  height: 100%;
+  border-radius: inherit;
+  background: linear-gradient(90deg, #0f766e, #2563eb);
+  transition: width 0.24s ease;
+}
+
+.metric-strip {
+  display: grid;
+  grid-template-columns: repeat(4, minmax(0, 1fr));
+  gap: 10px;
+}
+
+.metric-tile {
+  min-width: 0;
+  display: grid;
+  gap: 4px;
+  padding: 11px 12px;
+  border: 1px solid #e5edf5;
+  border-radius: 8px;
+  background: #fff;
+}
+
+.metric-tile span,
+.metric-tile small {
+  color: #64748b;
+  font-size: 12px;
+}
+
+.metric-tile strong {
+  color: #0f172a;
+  font-size: 18px;
+  line-height: 1.2;
+}
+
+.ingest-workspace {
+  display: grid;
+  grid-template-columns: minmax(230px, 0.85fr) minmax(0, 2fr);
+  gap: 14px;
+  min-height: 360px;
+}
+
+.file-rail {
+  min-width: 0;
+  display: grid;
+  align-content: start;
+  gap: 8px;
+}
+
+.file-item {
+  width: 100%;
+  min-height: 58px;
+  display: grid;
+  grid-template-columns: auto minmax(0, 1fr) auto;
+  align-items: center;
+  gap: 10px;
+  padding: 10px;
+  border: 1px solid #e5edf5;
+  border-radius: 8px;
+  background: #fff;
+  text-align: left;
+}
+
+.file-item.active {
+  border-color: rgba(15, 118, 110, 0.38);
+  background: #f0fdfa;
+  box-shadow: 0 0 0 3px rgba(15, 118, 110, 0.08);
+}
+
+.file-item > i {
+  color: #334155;
+  font-size: 24px;
+}
+
+.file-copy {
+  min-width: 0;
+  display: grid;
+  gap: 3px;
+}
+
+.file-copy strong,
+.file-copy small {
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.file-copy strong {
+  color: #0f172a;
+  font-size: 13px;
+}
+
+.file-copy small {
+  color: #64748b;
+  font-size: 12px;
+}
+
+.mini-status,
+.status-chip {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-height: 24px;
+  padding: 0 8px;
+  border-radius: 999px;
+  font-size: 12px;
+  font-weight: 800;
+  white-space: nowrap;
+}
+
+.mini-status.success,
+.status-chip.success {
+  background: #dcfce7;
+  color: #166534;
+}
+
+.mini-status.warning,
+.status-chip.warning {
+  background: #fef3c7;
+  color: #92400e;
+}
+
+.mini-status.danger,
+.status-chip.danger {
+  background: #fee2e2;
+  color: #991b1b;
+}
+
+.mini-status.muted,
+.status-chip.muted {
+  background: #eef2f7;
+  color: #475569;
+}
+
+.file-detail {
+  min-width: 0;
+  display: grid;
+  align-content: start;
+  gap: 12px;
+}
+
+.detail-topline {
+  display: flex;
+  justify-content: space-between;
+  gap: 14px;
+  padding-bottom: 10px;
+  border-bottom: 1px solid #e5edf5;
+}
+
+.detail-topline h4 {
+  margin: 0;
+  color: #0f172a;
+  font-size: 16px;
+}
+
+.detail-topline p {
+  margin: 5px 0 0;
+  color: #64748b;
+  font-size: 12px;
+}
+
+.detail-stats {
+  display: grid;
+  grid-template-columns: repeat(4, minmax(0, 1fr));
+  gap: 8px;
+}
+
+.detail-stats div {
+  min-width: 0;
+  display: grid;
+  gap: 4px;
+  padding: 10px;
+  border-radius: 8px;
+  background: #f8fafc;
+}
+
+.detail-stats span {
+  color: #64748b;
+  font-size: 12px;
+}
+
+.detail-stats strong {
+  color: #0f172a;
+  font-size: 13px;
+}
+
+.error-note {
+  margin: 0;
+  padding: 10px 12px;
+  border: 1px solid #fecaca;
+  border-radius: 8px;
+  background: #fff1f2;
+  color: #991b1b;
+  font-size: 13px;
+}
+
+.detail-section-grid,
+.graph-grid {
+  display: grid;
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+  gap: 12px;
+}
+
+.detail-section,
+.graph-section,
+.graph-pane {
+  min-width: 0;
+  display: grid;
+  gap: 10px;
+  align-content: start;
+}
+
+.section-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 10px;
+}
+
+.section-head h4,
+.section-head h5,
+.graph-pane h5 {
+  margin: 0;
+  color: #0f172a;
+  font-size: 14px;
+}
+
+.section-head span {
+  color: #64748b;
+  font-size: 12px;
+  font-weight: 700;
+}
+
+.chunk-list,
+.section-list,
+.event-list,
+.relation-list {
+  display: grid;
+  gap: 8px;
+}
+
+.chunk-row,
+.section-row,
+.event-row,
+.relation-row {
+  min-width: 0;
+  border: 1px solid #e5edf5;
+  border-radius: 8px;
+  background: #fff;
+}
+
+.chunk-row {
+  display: grid;
+  grid-template-columns: auto minmax(0, 1fr) auto;
+  gap: 10px;
+  padding: 10px;
+}
+
+.chunk-index {
+  color: #2563eb;
+  font-size: 12px;
+  font-weight: 850;
+}
+
+.chunk-row strong,
+.section-row strong,
+.event-row strong,
+.relation-row strong {
+  color: #0f172a;
+  font-size: 12px;
+}
+
+.chunk-row p,
+.section-row p,
+.event-row p {
+  margin: 4px 0 0;
+  color: #64748b;
+  font-size: 12px;
+  line-height: 1.55;
+}
+
+.chunk-row small {
+  color: #64748b;
+  font-size: 11px;
+  white-space: nowrap;
+}
+
+.section-row {
+  padding: 10px;
+}
+
+.event-row {
+  display: grid;
+  grid-template-columns: auto minmax(0, 1fr);
+  gap: 10px;
+  padding: 10px;
+}
+
+.event-row > span {
+  width: 8px;
+  height: 8px;
+  margin-top: 5px;
+  border-radius: 999px;
+  background: #2563eb;
+}
+
+.event-row.error > span {
+  background: #dc2626;
+}
+
+.entity-cloud {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+}
+
+.entity-cloud span {
+  max-width: 100%;
+  padding: 5px 9px;
+  border: 1px solid #bfdbfe;
+  border-radius: 999px;
+  background: #eff6ff;
+  color: #1d4ed8;
+  font-size: 12px;
+  font-weight: 750;
+}
+
+.relation-row {
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) auto minmax(0, 1fr) auto;
+  align-items: center;
+  gap: 8px;
+  padding: 9px 10px;
+}
+
+.relation-row strong {
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.relation-row i {
+  color: #0f766e;
+  font-size: 18px;
+}
+
+.relation-row span {
+  padding: 3px 7px;
+  border-radius: 999px;
+  background: #f1f5f9;
+  color: #475569;
+  font-size: 11px;
+}
+
+.compact-empty {
+  min-height: 42px;
+  display: grid;
+  place-items: center;
+  border: 1px dashed #cbd5e1;
+  border-radius: 8px;
+  color: #64748b;
+  font-size: 12px;
+}
+
+@media (max-width: 980px) {
+  .metric-strip,
+  .detail-stats,
+  .detail-section-grid,
+  .graph-grid,
+  .ingest-workspace {
+    grid-template-columns: 1fr;
+  }
+
+  .file-rail {
+    max-height: 260px;
+    overflow: auto;
+  }
+}
+
+@media (max-width: 620px) {
+  .ingest-head,
+  .detail-topline {
+    flex-direction: column;
+  }
+
+  .progress-ring {
+    width: 64px;
+    height: 64px;
+  }
+
+  .file-item {
+    grid-template-columns: auto minmax(0, 1fr);
+  }
+
+  .mini-status {
+    grid-column: 2;
+    justify-self: start;
+  }
+
+  .relation-row {
+    grid-template-columns: 1fr;
+  }
+}
+</style>

web/src/composables/useNavigation.js

@@ -3,7 +3,7 @@ import { useRoute, useRouter } from 'vue-router'
 
 import { icons } from '../data/icons.js'
 
-export const appViews = ['overview', 'workbench', 'requests', 'approval', 'archive', 'policies', 'audit', 'logs', 'employees', 'settings']
+export const appViews = ['overview', 'workbench', 'requests', 'approval', 'archive', 'policies', 'audit', 'employees', 'logs', 'settings']
 
 export const navItems = [
   {
@@ -62,14 +62,6 @@ export const navItems = [
     title: '任务规则中心',
     desc: '集中管理规则文件、外部 MCP 服务与定时任务调度。'
   },
-  {
-    id: 'logs',
-    label: '日志管理',
-    navHint: '查看 Hermes 调用与系统运行日志',
-    icon: icons.logs,
-    title: '日志管理',
-    desc: '集中查看 Hermes 归纳任务进度、调用明细与系统运行日志。'
-  },
   {
     id: 'employees',
     label: '员工管理',
@@ -78,6 +70,14 @@ export const navItems = [
     title: '员工与组织管理',
     desc: '维护员工账号、组织结构与角色权限。'
   },
+  {
+    id: 'logs',
+    label: '日志管理',
+    navHint: '查看 Hermes 调用与系统运行日志',
+    icon: icons.logs,
+    title: '日志管理',
+    desc: '集中查看 Hermes 归纳任务进度、调用明细与系统运行日志。'
+  },
   {
     id: 'settings',
     label: '系统设置',
@@ -101,13 +101,34 @@ const viewRouteNames = {
   settings: 'app-settings'
 }
 
+const routeNameViews = Object.fromEntries(
+  Object.entries(viewRouteNames).map(([view, routeName]) => [routeName, view])
+)
+
+routeNameViews['app-request-detail'] = 'requests'
+routeNameViews['app-log-detail'] = 'logs'
+
+export function resolveAppViewFromRoute(route) {
+  const routeName = String(route?.name || '').trim()
+  if (routeNameViews[routeName]) {
+    return routeNameViews[routeName]
+  }
+
+  const metaView = String(route?.meta?.appView || '').trim()
+  return appViews.includes(metaView) ? metaView : 'overview'
+}
+
+export function resolveTargetRouteName(view) {
+  return viewRouteNames[view] || viewRouteNames.overview
+}
+
 export function useNavigation() {
   const route = useRoute()
   const router = useRouter()
 
   const activeView = computed({
     get() {
-      return route.meta.appView || 'overview'
+      return resolveAppViewFromRoute(route)
     },
     set(view) {
       setView(view)
@@ -119,13 +140,13 @@ export function useNavigation() {
   )
 
   function setView(view) {
-    const targetName = viewRouteNames[view] || viewRouteNames.overview
+    const targetName = resolveTargetRouteName(view)
 
     if (route.name === targetName) {
       return
     }
 
-    router.push({ name: targetName })
+    router.push({ name: targetName, params: {}, query: {}, hash: '' })
   }
 
   return { activeView, currentView, setView, navItems }

web/src/composables/useRequests.js

@@ -13,12 +13,12 @@ const EXPENSE_TYPE_LABELS = {
   ride_ticket: '乘车',
   travel_allowance: '出差补贴',
   entertainment: '业务招待费',
-  office: '办公费',
+  office: '办公用品费',
   meeting: '会务费',
   training: '培训费',
   hotel: '住宿费',
   transport: '交通费',
-  meal: '餐费',
+  meal: '业务招待费',
   other: '其他费用'
 }
 

web/src/composables/useSettings.js

@@ -0,0 +1,486 @@
+import { computed, onBeforeUnmount, onMounted, ref } from 'vue'
+
+import { useSystemState } from './useSystemState.js'
+import { fetchSettings, saveSettings } from '../services/settings.js'
+import { useToast } from './useToast.js'
+import {
+  isHermesEmployeeSettingsReady
+} from '../utils/hermesEmployeeSettingsModel.js'
+import {
+  LOG_LEVELS,
+  PROVIDER_OPTIONS,
+  SECTION_DEFINITIONS,
+  SESSION_RETENTION_OPTIONS,
+  buildDefaultState,
+  buildLlmPayload,
+  buildRenderPayload,
+  computeSectionStatus,
+  isModelConfigReady,
+  isRenderSecretMask,
+  maskConfiguredModelSecrets,
+  maskConfiguredRenderSecret,
+  mergeState,
+  normalizeValue,
+  persistSettings,
+  readStoredSettings
+} from '../utils/settingsModelHelper.js'
+
+export function useSettings() {
+  const { toast } = useToast()
+  const { companyProfile, currentUser, updateCompanyProfilePreview } = useSystemState()
+
+  const buildResolvedDefaults = () => buildDefaultState(companyProfile.value, currentUser.value)
+  const pageState = ref(mergeState(buildResolvedDefaults(), readStoredSettings()))
+  const activeSection = ref('profile')
+  const sessionRetentionPickerOpen = ref(false)
+  const sessionRetentionPickerRef = ref(null)
+  const logoInputRef = ref(null)
+
+  const sections = SECTION_DEFINITIONS
+  const logLevels = LOG_LEVELS
+  const providerOptions = PROVIDER_OPTIONS
+  const sessionRetentionOptions = SESSION_RETENTION_OPTIONS
+
+  const sectionStatus = computed(() => computeSectionStatus(pageState.value))
+  const completedSectionCount = computed(() => Object.values(sectionStatus.value).filter(Boolean).length)
+  const activeSectionConfig = computed(
+    () => sections.find((section) => section.id === activeSection.value) || sections[0]
+  )
+
+  function updateBrandPreviewFromState(state) {
+    updateCompanyProfilePreview({
+      name: normalizeValue(state.companyForm.displayName),
+      code: normalizeValue(state.companyForm.companyCode),
+      adminEmail: normalizeValue(state.adminForm.adminEmail),
+      logo: state.companyForm.logo
+    })
+  }
+
+  function applyLoadedSnapshot(snapshot, options = {}) {
+    const {
+      mergeDraft = false,
+      preserveModelApiKeys = false,
+      preserveAdminPasswords = false,
+      preserveRenderSecret = false,
+      preserveMailPassword = false
+    } = options
+
+    const currentState = pageState.value
+    let nextState = mergeState(buildResolvedDefaults(), snapshot)
+
+    if (mergeDraft) {
+      nextState = mergeState(nextState, readStoredSettings())
+    }
+
+    if (preserveModelApiKeys) {
+      nextState.llmForm.mainApiKey = currentState.llmForm.mainApiKey
+      nextState.llmForm.backupApiKey = currentState.llmForm.backupApiKey
+      nextState.llmForm.embeddingApiKey = currentState.llmForm.embeddingApiKey
+      nextState.llmForm.rerankerApiKey = currentState.llmForm.rerankerApiKey
+    }
+
+    if (preserveAdminPasswords) {
+      nextState.adminForm.newPassword = currentState.adminForm.newPassword
+      nextState.adminForm.confirmPassword = currentState.adminForm.confirmPassword
+    }
+
+    if (preserveRenderSecret) {
+      nextState.renderForm.jwtSecret = currentState.renderForm.jwtSecret
+    }
+
+    if (preserveMailPassword) {
+      nextState.mailForm.password = currentState.mailForm.password
+    }
+
+    pageState.value = maskConfiguredRenderSecret(maskConfiguredModelSecrets(nextState))
+    persistSettings(pageState.value)
+    updateBrandPreviewFromState(pageState.value)
+  }
+
+  async function loadSettingsSnapshot() {
+    try {
+      const snapshot = await fetchSettings()
+      applyLoadedSnapshot(snapshot, { mergeDraft: true })
+    } catch (error) {
+      persistSettings(pageState.value)
+      updateBrandPreviewFromState(pageState.value)
+      toast(error.message || '无法加载已保存设置，继续使用当前会话草稿。')
+    }
+  }
+
+  function buildSettingsPayload() {
+    return {
+      companyForm: { ...pageState.value.companyForm },
+      adminForm: { ...pageState.value.adminForm },
+      sessionForm: { ...pageState.value.sessionForm },
+      llmForm: buildLlmPayload(pageState.value.llmForm),
+      renderForm: buildRenderPayload(pageState.value.renderForm),
+      logForm: { ...pageState.value.logForm },
+      mailForm: { ...pageState.value.mailForm }
+    }
+  }
+
+  async function persistRemoteSettings(successMessage, options = {}) {
+    try {
+      const snapshot = await saveSettings(buildSettingsPayload())
+      applyLoadedSnapshot(snapshot, options)
+      toast(successMessage)
+      return true
+    } catch (error) {
+      toast(error.message || '设置保存失败，请稍后重试。')
+      return false
+    }
+  }
+
+  function activateSection(sectionId) {
+    sessionRetentionPickerOpen.value = false
+    activeSection.value = sectionId
+  }
+
+  function toggleBoolean(formKey, field) {
+    pageState.value[formKey][field] = !pageState.value[formKey][field]
+  }
+
+  function toggleSessionRetentionPicker() {
+    sessionRetentionPickerOpen.value = !sessionRetentionPickerOpen.value
+  }
+
+  function closeSessionRetentionPicker() {
+    sessionRetentionPickerOpen.value = false
+  }
+
+  function selectSessionRetentionDays(value) {
+    pageState.value.sessionForm.conversationRetentionDays = Number(value)
+    closeSessionRetentionPicker()
+  }
+
+  function handleDocumentPointerDown(event) {
+    if (!sessionRetentionPickerOpen.value) {
+      return
+    }
+
+    const target = event.target
+    if (sessionRetentionPickerRef.value?.contains(target)) {
+      return
+    }
+
+    closeSessionRetentionPicker()
+  }
+
+  function clearRenderSecretMask() {
+    if (isRenderSecretMask(pageState.value.renderForm.jwtSecret)) {
+      pageState.value.renderForm.jwtSecret = ''
+    }
+  }
+
+  async function saveProfileSection() {
+    const companyForm = pageState.value.companyForm
+
+    if (!normalizeValue(companyForm.companyName)) {
+      toast('请输入企业名称。')
+      return
+    }
+
+    if (!normalizeValue(companyForm.displayName)) {
+      toast('请输入系统显示名称。')
+      return
+    }
+
+    if (!normalizeValue(companyForm.copyright)) {
+      toast('请输入版权信息。')
+      return
+    }
+
+    pageState.value.mailForm.senderName = normalizeValue(companyForm.displayName)
+    await persistRemoteSettings('企业信息已保存并应用到当前系统。', {
+      preserveModelApiKeys: true,
+      preserveAdminPasswords: true,
+      preserveRenderSecret: true,
+      preserveMailPassword: true
+    })
+  }
+
+  async function saveAdminSection() {
+    const adminForm = pageState.value.adminForm
+
+    if (!normalizeValue(adminForm.adminAccount)) {
+      toast('请输入管理员账号。')
+      return
+    }
+
+    if (!normalizeValue(adminForm.adminEmail)) {
+      toast('请输入管理员邮箱。')
+      return
+    }
+
+    if (Number(adminForm.sessionTimeout) < 5) {
+      toast('会话超时时间不能少于 5 分钟。')
+      return
+    }
+
+    if (adminForm.newPassword) {
+      if (adminForm.newPassword.length < 5) {
+        toast('管理员密码至少需要 5 位。')
+        return
+      }
+
+      if (adminForm.newPassword !== adminForm.confirmPassword) {
+        toast('两次输入的管理员密码不一致。')
+        return
+      }
+    }
+
+    await persistRemoteSettings('管理员安全设置已保存。', {
+      preserveModelApiKeys: true,
+      preserveAdminPasswords: false,
+      preserveRenderSecret: true,
+      preserveMailPassword: true
+    })
+  }
+
+  function toggleHermesMaster() {
+    pageState.value.hermesForm.masterEnabled = !pageState.value.hermesForm.masterEnabled
+  }
+
+  function toggleHermesFlag(field) {
+    pageState.value.hermesForm[field] = !pageState.value.hermesForm[field]
+  }
+
+  function toggleHermesTask(taskId) {
+    const schedule = pageState.value.hermesForm.schedules[taskId]
+    if (!schedule) {
+      return
+    }
+
+    const enabled = !(pageState.value.hermesForm.capabilities[taskId] && schedule.enabled)
+    pageState.value.hermesForm.capabilities[taskId] = enabled
+    schedule.enabled = enabled
+  }
+
+  function updateHermesTaskTime({ taskId, time }) {
+    const schedule = pageState.value.hermesForm.schedules[taskId]
+    if (!schedule) {
+      return
+    }
+    schedule.time = time
+  }
+
+  function saveHermesSection() {
+    if (!isHermesEmployeeSettingsReady(pageState.value.hermesForm)) {
+      toast('请至少开启一项 Hermes 能力，或关闭总控开关。')
+      return
+    }
+
+    persistSettings(pageState.value)
+    toast('数字员工设置已保存。')
+  }
+
+  async function saveSessionSection() {
+    const sessionForm = pageState.value.sessionForm
+    const retentionDays = Number(sessionForm.conversationRetentionDays)
+
+    if (retentionDays < 1 || retentionDays > 10) {
+      toast('会话保留天数必须在 1 到 10 天之间。')
+      return
+    }
+
+    await persistRemoteSettings('会话设置已保存。', {
+      preserveModelApiKeys: true,
+      preserveAdminPasswords: true,
+      preserveRenderSecret: true,
+      preserveMailPassword: true
+    })
+  }
+
+  async function saveLlmSection() {
+    const llmForm = pageState.value.llmForm
+    const modelConfigs = [
+      ['主模型', llmForm.mainProvider, llmForm.mainModel, llmForm.mainEndpoint],
+      ['备份模型', llmForm.backupProvider, llmForm.backupModel, llmForm.backupEndpoint],
+      ['Embedding 模型', llmForm.embeddingProvider, llmForm.embeddingModel, llmForm.embeddingEndpoint],
+      ['Reranker 模型', llmForm.rerankerProvider, llmForm.rerankerModel, llmForm.rerankerEndpoint]
+    ]
+
+    for (const [label, provider, model, endpoint] of modelConfigs) {
+      if (!isModelConfigReady(provider, model, endpoint)) {
+        toast(`请完整填写${label}的供应商、模型名称和接口地址。`)
+        return
+      }
+    }
+
+    await persistRemoteSettings('模型配置已保存。', {
+      preserveModelApiKeys: true,
+      preserveAdminPasswords: true,
+      preserveRenderSecret: true,
+      preserveMailPassword: true
+    })
+  }
+
+  async function saveRenderingSection() {
+    const renderForm = pageState.value.renderForm
+
+    if (renderForm.enabled && !normalizeValue(renderForm.publicUrl)) {
+      toast('启用 ONLYOFFICE 时请输入服务地址。')
+      return
+    }
+
+    if (renderForm.enabled && !normalizeValue(renderForm.jwtSecret) && !renderForm.jwtSecretConfigured) {
+      toast('启用 ONLYOFFICE 时请输入 JWT 密钥。')
+      return
+    }
+
+    await persistRemoteSettings('文件渲染配置已保存。', {
+      preserveModelApiKeys: true,
+      preserveAdminPasswords: true,
+      preserveRenderSecret: false,
+      preserveMailPassword: true
+    })
+  }
+
+  async function saveLogsSection() {
+    const logForm = pageState.value.logForm
+
+    if (!normalizeValue(logForm.level) || Number(logForm.retentionDays) <= 0) {
+      toast('请填写有效的日志级别和留存天数。')
+      return
+    }
+
+    if (!normalizeValue(logForm.logPath)) {
+      toast('请输入日志路径。')
+      return
+    }
+
+    await persistRemoteSettings('日志策略已保存。', {
+      preserveModelApiKeys: true,
+      preserveAdminPasswords: true,
+      preserveRenderSecret: true,
+      preserveMailPassword: true
+    })
+  }
+
+  async function saveMailSection() {
+    const mailForm = pageState.value.mailForm
+
+    if (!normalizeValue(mailForm.smtpHost) || Number(mailForm.port) <= 0) {
+      toast('请填写有效的 SMTP Host 和端口。')
+      return
+    }
+
+    if (!normalizeValue(mailForm.senderAddress) || !normalizeValue(mailForm.username)) {
+      toast('请填写发件人邮箱和 SMTP 登录账号。')
+      return
+    }
+
+    await persistRemoteSettings('邮箱配置已保存。', {
+      preserveModelApiKeys: true,
+      preserveAdminPasswords: true,
+      preserveRenderSecret: true,
+      preserveMailPassword: false
+    })
+  }
+
+  async function saveActiveSection() {
+    if (activeSection.value === 'profile') {
+      await saveProfileSection()
+      return
+    }
+
+    if (activeSection.value === 'admin') {
+      await saveAdminSection()
+      return
+    }
+
+    if (activeSection.value === 'session') {
+      await saveSessionSection()
+      return
+    }
+
+    if (activeSection.value === 'hermes') {
+      saveHermesSection()
+      return
+    }
+
+    if (activeSection.value === 'llm') {
+      await saveLlmSection()
+      return
+    }
+
+    if (activeSection.value === 'logs') {
+      await saveLogsSection()
+      return
+    }
+
+    if (activeSection.value === 'rendering') {
+      await saveRenderingSection()
+      return
+    }
+
+    await saveMailSection()
+  }
+
+  onMounted(() => {
+    if (typeof document !== 'undefined') {
+      document.addEventListener('pointerdown', handleDocumentPointerDown)
+    }
+    loadSettingsSnapshot()
+  })
+
+  onBeforeUnmount(() => {
+    if (typeof document !== 'undefined') {
+      document.removeEventListener('pointerdown', handleDocumentPointerDown)
+    }
+  })
+
+  function triggerLogoUpload() {
+    logoInputRef.value?.click()
+  }
+
+  function handleLogoUpload(event) {
+    const file = event.target.files?.[0]
+    if (!file) return
+
+    if (!file.type.startsWith('image/')) {
+      toast('请上传图片文件。')
+      return
+    }
+
+    if (file.size > 2 * 1024 * 1024) {
+      toast('图片大小不能超过 2MB。')
+      return
+    }
+
+    const reader = new FileReader()
+    reader.onload = (e) => {
+      pageState.value.companyForm.logo = e.target.result
+    }
+    reader.readAsDataURL(file)
+  }
+
+  return {
+    activeSection,
+    activeSectionConfig,
+    activateSection,
+    clearRenderSecretMask,
+    completedSectionCount,
+    logLevels,
+    logoInputRef,
+    pageState,
+    providerOptions,
+    sessionRetentionOptions,
+    sessionRetentionPickerOpen,
+    sessionRetentionPickerRef,
+    saveActiveSection,
+    sectionStatus,
+    sections,
+    selectSessionRetentionDays,
+    toggleSessionRetentionPicker,
+    closeSessionRetentionPicker,
+    toggleBoolean,
+    toggleHermesFlag,
+    toggleHermesMaster,
+    toggleHermesTask,
+    updateHermesTaskTime,
+    triggerLogoUpload,
+    handleLogoUpload
+  }
+}

web/src/composables/useSystemState.js

@@ -383,7 +383,8 @@ const { toast } = useToast()
 const companyProfile = computed(() => ({
   name: bootstrapState.value.company?.name || '',
   code: bootstrapState.value.company?.code || '',
-  adminEmail: bootstrapState.value.company?.admin_email || ''
+  adminEmail: bootstrapState.value.company?.admin_email || '',
+  logo: bootstrapState.value.company?.logo || ''
 }))
 
 function updateCompanyProfilePreview(payload = {}) {
@@ -395,7 +396,8 @@ function updateCompanyProfilePreview(payload = {}) {
       ...currentCompany,
       ...(payload.name !== undefined ? { name: payload.name } : {}),
       ...(payload.code !== undefined ? { code: payload.code } : {}),
-      ...(payload.adminEmail !== undefined ? { admin_email: payload.adminEmail } : {})
+      ...(payload.adminEmail !== undefined ? { admin_email: payload.adminEmail } : {}),
+      ...(payload.logo !== undefined ? { logo: payload.logo } : {})
     }
   }
 }

web/src/data/requests.js

@@ -31,7 +31,7 @@ export const documents = [
   },
   {
     id: 'DOC-2026-0503',
-    type: '办公费报销',
+    type: '办公用品费报销',
     typeTag: 'office',
     applicant: '赵敏',
     dept: '研发 · 平台组',
@@ -59,7 +59,7 @@ export const documents = [
   }
 ]
 
-export const docTypes = ['全部类型', '个人报销单', '业务招待费', '办公费报销', '会务费报销']
+export const docTypes = ['全部类型', '个人报销单', '业务招待费', '办公用品费报销', '会务费报销']
 export const docStatuses = ['全部状态', '草稿', '审批中', '已完成', '待补件']
 export const docMonths = ['2026-05', '2026-04', '2026-03', '2026-02']
 

web/src/utils/expenseAssistantActions.js

@@ -2,8 +2,12 @@ const EXPENSE_SCENE_SELECTION_OPTIONS = [
   { key: 'travel', label: '差旅费', description: '出差行程、住宿、跨城交通等费用', icon: 'mdi mdi-bag-suitcase-outline' },
   { key: 'transport', label: '交通费', description: '市内交通、打车、停车、通行等费用', icon: 'mdi mdi-car-outline' },
   { key: 'hotel', label: '住宿费', description: '单独住宿或酒店发票报销', icon: 'mdi mdi-bed-outline' },
-  { key: 'entertainment', label: '业务招待费', description: '客户接待、餐饮招待等费用', icon: 'mdi mdi-food-fork-drink' },
+  { key: 'meal', label: '业务招待费', description: '客户接待、工作餐、加班餐、餐饮票据等费用', icon: 'mdi mdi-food-fork-drink' },
-  { key: 'office', label: '办公费', description: '办公用品、低值易耗品等费用', icon: 'mdi mdi-briefcase-outline' },
+  { key: 'meeting', label: '会务费', description: '会议、论坛、会场、参会等费用', icon: 'mdi mdi-account-tie-voice-outline' },
+  { key: 'office', label: '办公用品费', description: '办公用品、低值易耗品等费用', icon: 'mdi mdi-briefcase-outline' },
+  { key: 'training', label: '培训费', description: '培训课程、讲师费、教材认证等费用', icon: 'mdi mdi-school-outline' },
+  { key: 'communication', label: '通讯费', description: '话费、流量、宽带、网络等费用', icon: 'mdi mdi-cellphone-message' },
+  { key: 'welfare', label: '福利费', description: '团建、体检、慰问、节日福利等费用', icon: 'mdi mdi-gift-outline' },
   { key: 'other', label: '其他费用', description: '暂不属于以上类型的费用', icon: 'mdi mdi-dots-horizontal-circle-outline' }
 ]
 

web/src/utils/hermesEmployeeSettingsModel.js

@@ -0,0 +1,150 @@
+/** 数字员工设置：面向管理员的简明任务列表（频率固定，仅可调执行时间） */
+export const HERMES_SIMPLE_TASKS = [
+  {
+    id: 'knowledgeAggregation',
+    label: '知识库同步',
+    hint: '同步制度文档与知识索引',
+    frequency: 'daily',
+    frequencyLabel: '每天'
+  },
+  {
+    id: 'ruleReviewDigest',
+    label: '规则待审提醒',
+    hint: '汇总待审规则并推送管理员',
+    frequency: 'daily',
+    frequencyLabel: '每天'
+  },
+  {
+    id: 'riskSummary',
+    label: '风险每日巡检',
+    hint: '扫描报销、付款等风险信号',
+    frequency: 'daily',
+    frequencyLabel: '每天'
+  },
+  {
+    id: 'archiveDigest',
+    label: '归档周报',
+    hint: '汇总已归档报销单',
+    frequency: 'weekly',
+    frequencyLabel: '每周一',
+    weekday: 1
+  },
+  {
+    id: 'dailyStats',
+    label: '日报统计',
+    hint: '生成昨日报销与审批数据',
+    frequency: 'daily',
+    frequencyLabel: '每天'
+  },
+  {
+    id: 'monthlyStats',
+    label: '月报统计',
+    hint: '每月 1 号生成上月汇总',
+    frequency: 'monthly',
+    frequencyLabel: '每月 1 日',
+    monthDay: 1
+  },
+  {
+    id: 'yearlyStats',
+    label: '年报统计',
+    hint: '每年 1 月 1 号生成上年汇总',
+    frequency: 'yearly',
+    frequencyLabel: '每年 1 月 1 日',
+    month: 1,
+    monthDay: 1
+  }
+]
+
+function buildDefaultSchedules() {
+  const defaults = {
+    knowledgeAggregation: { enabled: true, frequency: 'daily', time: '00:00', weekday: 1, monthDay: 1, month: 1 },
+    ruleReviewDigest: { enabled: true, frequency: 'daily', time: '18:00', weekday: 5, monthDay: 1, month: 1 },
+    riskSummary: { enabled: true, frequency: 'daily', time: '09:00', weekday: 1, monthDay: 1, month: 1 },
+    archiveDigest: { enabled: false, frequency: 'weekly', time: '10:30', weekday: 1, monthDay: 1, month: 1 },
+    dailyStats: { enabled: true, frequency: 'daily', time: '08:30', weekday: 1, monthDay: 1, month: 1 },
+    monthlyStats: { enabled: true, frequency: 'monthly', time: '09:00', weekday: 1, monthDay: 1, month: 1 },
+    yearlyStats: { enabled: false, frequency: 'yearly', time: '10:00', weekday: 1, monthDay: 1, month: 1 }
+  }
+
+  for (const task of HERMES_SIMPLE_TASKS) {
+    const schedule = defaults[task.id]
+    if (!schedule) {
+      continue
+    }
+    schedule.frequency = task.frequency
+    if (task.weekday != null) {
+      schedule.weekday = task.weekday
+    }
+    if (task.monthDay != null) {
+      schedule.monthDay = task.monthDay
+    }
+    if (task.month != null) {
+      schedule.month = task.month
+    }
+  }
+
+  return defaults
+}
+
+export function buildDefaultHermesEmployeeForm() {
+  return {
+    masterEnabled: true,
+    notifyOnFailure: true,
+    capabilities: {
+      knowledgeAggregation: true,
+      ruleReviewDigest: true,
+      riskSummary: true,
+      archiveDigest: false,
+      dailyStats: true,
+      monthlyStats: true,
+      yearlyStats: false
+    },
+    schedules: buildDefaultSchedules()
+  }
+}
+
+export function mergeHermesEmployeeForm(override = {}) {
+  const defaults = buildDefaultHermesEmployeeForm()
+  const schedules = { ...defaults.schedules }
+
+  for (const [key, value] of Object.entries(override?.schedules || {})) {
+    schedules[key] = { ...defaults.schedules[key], ...value }
+  }
+
+  for (const task of HERMES_SIMPLE_TASKS) {
+    if (schedules[task.id]) {
+      schedules[task.id].frequency = task.frequency
+      if (task.weekday != null) {
+        schedules[task.id].weekday = task.weekday
+      }
+      if (task.monthDay != null) {
+        schedules[task.id].monthDay = task.monthDay
+      }
+      if (task.month != null) {
+        schedules[task.id].month = task.month
+      }
+    }
+  }
+
+  return {
+    ...defaults,
+    ...override,
+    capabilities: {
+      ...defaults.capabilities,
+      ...(override?.capabilities || {})
+    },
+    schedules
+  }
+}
+
+export function isHermesTaskEnabled(form, taskId) {
+  return Boolean(form?.masterEnabled && form?.capabilities?.[taskId] && form?.schedules?.[taskId]?.enabled)
+}
+
+export function countEnabledHermesTasks(form) {
+  return HERMES_SIMPLE_TASKS.filter((task) => isHermesTaskEnabled(form, task.id)).length
+}
+
+export function isHermesEmployeeSettingsReady(form) {
+  return Boolean(!form?.masterEnabled || countEnabledHermesTasks(form) > 0)
+}

web/src/utils/knowledgeIngestLogModel.js

@@ -0,0 +1,315 @@
+const KNOWLEDGE_INGEST_JOB_TYPES = new Set(['knowledge_index_sync', 'llm_wiki_sync'])
+
+const STATUS_META = {
+  queued: { label: '等待处理', tone: 'muted' },
+  running: { label: '处理中', tone: 'warning' },
+  succeeded: { label: '已完成', tone: 'success' },
+  failed: { label: '失败', tone: 'danger' },
+  skipped: { label: '已跳过', tone: 'muted' }
+}
+
+const PHASE_LABELS = {
+  queued: '进入队列',
+  indexing: '解析与索引',
+  indexed: '索引完成',
+  failed: '处理失败',
+  completed: '任务完成'
+}
+
+export function isKnowledgeIngestRun(run) {
+  const routeJson = asObject(run?.route_json)
+  return KNOWLEDGE_INGEST_JOB_TYPES.has(String(routeJson.job_type || '').trim())
+}
+
+export function buildKnowledgeIngestLogModel(run) {
+  const routeJson = asObject(run?.route_json)
+  const ingest = asObject(routeJson.knowledge_ingest)
+  const toolDocuments = extractToolDocuments(run)
+  const sourceDocuments = normalizeSourceDocuments(
+    ingest.documents,
+    toolDocuments,
+    routeJson.requested_document_ids
+  )
+  const documents = sourceDocuments.map(normalizeDocument)
+  const graph = normalizeGraph(ingest.graph, documents)
+  const progress = normalizeProgress(routeJson.progress, documents)
+  const currentDocumentId = String(ingest.current_document_id || '').trim()
+
+  return {
+    available: isKnowledgeIngestRun(run),
+    folder: String(routeJson.folder || '').trim(),
+    phase: String(ingest.phase || routeJson.phase || '').trim(),
+    phaseLabel: PHASE_LABELS[ingest.phase] || PHASE_LABELS[routeJson.phase] || '运行中',
+    status: String(ingest.status || run?.status || '').trim(),
+    statusLabel: resolveStatusMeta(ingest.status || run?.status).label,
+    statusTone: resolveStatusMeta(ingest.status || run?.status).tone,
+    progress,
+    currentDocumentId,
+    documents,
+    selectedDocumentId: resolveDefaultDocumentId(documents, currentDocumentId),
+    graph,
+    metrics: [
+      {
+        label: '文件',
+        value: `${progress.completedDocuments}/${progress.totalDocuments}`,
+        hint: `失败 ${progress.failedDocuments}`
+      },
+      {
+        label: 'Chunk',
+        value: formatNumber(graph.chunkCount),
+        hint: '已解析块'
+      },
+      {
+        label: '实体',
+        value: formatNumber(graph.entityCount),
+        hint: '图谱节点'
+      },
+      {
+        label: '关系',
+        value: formatNumber(graph.relationCount),
+        hint: '图谱边'
+      }
+    ]
+  }
+}
+
+export function formatKnowledgeMetric(value) {
+  return formatNumber(value)
+}
+
+function normalizeSourceDocuments(ingestDocuments, toolDocuments, requestedDocumentIds) {
+  if (Array.isArray(ingestDocuments) && ingestDocuments.length) {
+    return ingestDocuments
+  }
+  if (Array.isArray(toolDocuments) && toolDocuments.length) {
+    return toolDocuments
+  }
+  if (Array.isArray(requestedDocumentIds)) {
+    return requestedDocumentIds
+      .map((documentId) => String(documentId || '').trim())
+      .filter(Boolean)
+      .map((documentId) => ({ document_id: documentId, name: documentId, status: 'queued' }))
+  }
+  return []
+}
+
+function extractToolDocuments(run) {
+  const toolCalls = Array.isArray(run?.tool_calls) ? run.tool_calls : []
+  for (const toolCall of [...toolCalls].reverse()) {
+    const responseJson = asObject(toolCall?.response_json)
+    if (Array.isArray(responseJson.documents) && responseJson.documents.length) {
+      return responseJson.documents
+    }
+  }
+  return []
+}
+
+function normalizeDocument(rawDocument) {
+  const document = asObject(rawDocument)
+  const documentId = String(document.document_id || document.id || '').trim()
+  const status = String(document.status || 'queued').trim()
+  const phase = String(document.phase || status).trim()
+  const chunks = normalizeChunks(document.chunks)
+  const sections = normalizeSections(document.sections)
+  const entities = normalizeEntities(document.entities)
+  const relations = normalizeRelations(document.relations)
+  return {
+    documentId,
+    name: String(document.name || document.original_name || documentId || '未命名文件').trim(),
+    folder: String(document.folder || '').trim(),
+    extension: String(document.extension || '').trim(),
+    mimeType: String(document.mime_type || '').trim(),
+    status,
+    statusLabel: resolveStatusMeta(status).label,
+    statusTone: resolveStatusMeta(status).tone,
+    phase,
+    phaseLabel: PHASE_LABELS[phase] || PHASE_LABELS[status] || phase || '未开始',
+    startedAt: String(document.started_at || '').trim(),
+    finishedAt: String(document.finished_at || '').trim(),
+    error: String(document.error || '').trim(),
+    textChars: toNumber(document.text_chars),
+    indexedTextChars: toNumber(document.indexed_text_chars),
+    sectionCount: toNumber(document.section_count || sections.length),
+    chunkCount: toNumber(document.chunk_count || chunks.length),
+    chunkIds: normalizeTextList(document.chunk_ids),
+    chunks,
+    entityCount: toNumber(document.entity_count || entities.length),
+    relationCount: toNumber(document.relation_count || relations.length),
+    entities,
+    relations,
+    events: normalizeEvents(document.events)
+  }
+}
+
+function normalizeProgress(rawProgress, documents) {
+  const progress = asObject(rawProgress)
+  const totalDocuments = toNumber(progress.total_documents || documents.length)
+  const completedDocuments = toNumber(
+    progress.completed_documents || documents.filter((item) => item.status === 'succeeded').length
+  )
+  const failedDocuments = toNumber(
+    progress.failed_documents || documents.filter((item) => item.status === 'failed').length
+  )
+  const skippedDocuments = toNumber(progress.skipped_documents)
+  const percent = clampPercent(
+    progress.percent ?? calculatePercent(totalDocuments, completedDocuments + failedDocuments)
+  )
+  return {
+    totalDocuments,
+    completedDocuments,
+    failedDocuments,
+    skippedDocuments,
+    percent
+  }
+}
+
+function normalizeGraph(rawGraph, documents) {
+  const graph = asObject(rawGraph)
+  const fallbackEntities = dedupeTextList(documents.flatMap((item) => item.entities))
+  const fallbackRelations = dedupeRelations(documents.flatMap((item) => item.relations))
+  return {
+    chunkCount: toNumber(
+      graph.chunk_count || documents.reduce((total, item) => total + item.chunkCount, 0)
+    ),
+    entityCount: toNumber(
+      graph.entity_count || documents.reduce((total, item) => total + item.entityCount, 0)
+    ),
+    relationCount: toNumber(
+      graph.relation_count || documents.reduce((total, item) => total + item.relationCount, 0)
+    ),
+    entities: normalizeTextList(graph.entities).length
+      ? normalizeTextList(graph.entities)
+      : fallbackEntities,
+    relations: normalizeRelations(graph.relations).length
+      ? normalizeRelations(graph.relations)
+      : fallbackRelations
+  }
+}
+
+function normalizeChunks(rawChunks) {
+  if (!Array.isArray(rawChunks)) return []
+  return rawChunks
+    .map((chunk, index) => {
+      const item = asObject(chunk)
+      return {
+        id: String(item.id || item._id || `chunk-${index + 1}`).trim(),
+        order: toNumber(item.order ?? item.chunk_order_index ?? index),
+        tokens: toNumber(item.tokens),
+        summary: String(item.summary || item.content || '').trim()
+      }
+    })
+    .sort((left, right) => left.order - right.order)
+}
+
+function normalizeSections(rawSections) {
+  if (!Array.isArray(rawSections)) return []
+  return rawSections.map((section, index) => {
+    const item = asObject(section)
+    return {
+      title: String(item.title || `章节 ${index + 1}`).trim(),
+      excerpt: String(item.excerpt || '').trim()
+    }
+  })
+}
+
+function normalizeEvents(rawEvents) {
+  if (!Array.isArray(rawEvents)) return []
+  return rawEvents.map((event) => {
+    const item = asObject(event)
+    return {
+      at: String(item.at || '').trim(),
+      level: String(item.level || 'info').trim(),
+      message: String(item.message || '').trim()
+    }
+  })
+}
+
+function normalizeEntities(rawEntities) {
+  return normalizeTextList(rawEntities)
+}
+
+function normalizeRelations(rawRelations) {
+  if (!Array.isArray(rawRelations)) return []
+  return rawRelations
+    .map((relation) => {
+      const item = asObject(relation)
+      return {
+        source: String(item.source || item.from || '').trim(),
+        target: String(item.target || item.to || '').trim(),
+        type: String(item.type || '关联').trim()
+      }
+    })
+    .filter((item) => item.source && item.target)
+}
+
+function resolveDefaultDocumentId(documents, currentDocumentId) {
+  if (currentDocumentId && documents.some((item) => item.documentId === currentDocumentId)) {
+    return currentDocumentId
+  }
+  return (
+    documents.find((item) => item.status === 'running')?.documentId ||
+    documents.find((item) => item.status === 'failed')?.documentId ||
+    documents[0]?.documentId ||
+    ''
+  )
+}
+
+function resolveStatusMeta(status) {
+  return STATUS_META[String(status || '').trim()] || STATUS_META.queued
+}
+
+function asObject(value) {
+  return value && typeof value === 'object' && !Array.isArray(value) ? value : {}
+}
+
+function normalizeTextList(value) {
+  if (!Array.isArray(value)) return []
+  return dedupeTextList(value)
+}
+
+function dedupeTextList(items) {
+  const result = []
+  const seen = new Set()
+  for (const item of items) {
+    const text = String(item || '').trim()
+    if (!text || seen.has(text)) continue
+    seen.add(text)
+    result.push(text)
+  }
+  return result
+}
+
+function dedupeRelations(items) {
+  const result = []
+  const seen = new Set()
+  for (const item of items) {
+    const source = String(item?.source || '').trim()
+    const target = String(item?.target || '').trim()
+    const type = String(item?.type || '关联').trim()
+    const key = `${source}::${target}::${type}`
+    if (!source || !target || seen.has(key)) continue
+    seen.add(key)
+    result.push({ source, target, type })
+  }
+  return result
+}
+
+function calculatePercent(total, done) {
+  if (!total) return 0
+  return Math.round((done / total) * 100)
+}
+
+function clampPercent(value) {
+  const numericValue = toNumber(value)
+  return Math.max(0, Math.min(100, numericValue))
+}
+
+function formatNumber(value) {
+  const numericValue = toNumber(value)
+  return Number.isFinite(numericValue) ? numericValue.toLocaleString('zh-CN') : '0'
+}
+
+function toNumber(value) {
+  const numericValue = Number(value)
+  return Number.isFinite(numericValue) ? numericValue : 0
+}

web/src/utils/markdown.js

@@ -12,8 +12,32 @@ const defaultParagraphOpen = markdown.renderer.rules.paragraph_open
 const defaultLinkOpen = markdown.renderer.rules.link_open
 const defaultBlockquoteOpen = markdown.renderer.rules.blockquote_open
 
+const RISK_TEXT_CLASS_BY_LABEL = {
+  低风险: 'markdown-risk-text-low',
+  中风险: 'markdown-risk-text-medium',
+  高风险: 'markdown-risk-text-high'
+}
+
 const ACTION_LINK_CLASS_BY_HREF = {
-  '#confirm-attachment-association': 'markdown-action-link-confirm'
+  '#confirm-attachment-association': 'markdown-action-link-confirm',
+  '#review-next-step': 'markdown-action-link-next',
+  '#review-quick-edit': 'markdown-action-link-edit',
+  '#review-risk-panel': 'markdown-action-link-risk'
+}
+
+function escapeHtml(text) {
+  return String(text || '')
+    .replace(/&/g, '&')
+    .replace(/</g, '&lt;')
+    .replace(/>/g, '&gt;')
+    .replace(/"/g, '&quot;')
+}
+
+function renderRiskText(text) {
+  return escapeHtml(text).replace(/低风险|中风险|高风险/g, (label) => {
+    const className = RISK_TEXT_CLASS_BY_LABEL[label]
+    return className ? `<span class="${className}">${label}</span>` : label
+  })
 }
 
 function resolveActionLinkClass(href) {
@@ -70,6 +94,8 @@ markdown.renderer.rules.link_open = (tokens, idx, options, env, self) => {
     : self.renderToken(tokens, idx, options)
 }
 
+markdown.renderer.rules.text = (tokens, idx) => renderRiskText(tokens[idx]?.content)
+
 markdown.renderer.rules.blockquote_open = (tokens, idx, options, env, self) => {
   if (blockquoteHasAttachmentHeading(tokens, idx)) {
     tokens[idx].attrJoin('class', 'markdown-attachment-card')

web/src/utils/reimbursementTextInference.js

@@ -22,17 +22,17 @@ const DEFAULT_EXPENSE_TYPE_LABELS = {
   travel: '差旅费',
   hotel: '住宿费',
   transport: '交通费',
-  meal: '餐费',
+  meal: '业务招待费',
   meeting: '会务费',
   entertainment: '业务招待费',
-  office: '办公费',
+  office: '办公用品费',
   training: '培训费',
   communication: '通讯费',
   welfare: '福利费',
   other: '其他费用'
 }
 
-export const TRANSPORT_KEYWORD_PATTERN = /交通|出行|打车|网约车|出租车|滴滴|车费|乘车|用车|叫车|约车|的士|车票|车资|地铁|公交|停车|过路费|通行费/
+export const TRANSPORT_KEYWORD_PATTERN = /交通|市内交通|出行|打车|网约车|出租车|滴滴|车费|乘车|用车|叫车|约车|的士|车票|车资|地铁|公交|停车|过路费|通行费|高速费|油费/
 
 const FLOW_INTENT_KEYWORDS = {
   draft: ['报销', '报账', '草稿', '生成', '提交', '申请', '请走报销'],
@@ -104,21 +104,36 @@ export function inferLocalFlowCandidates(rawText) {
 
   let event = ''
   let expenseType = ''
-  if (/客户.*吃饭|请客户.*吃饭|招待|宴请|请客/.test(compact)) {
+  if (TRANSPORT_KEYWORD_PATTERN.test(compact)) {
-    event = '请客户吃饭'
-    expenseType = '业务招待费'
-  } else if (/出差|差旅|机票|高铁|火车|行程/.test(compact)) {
-    event = '出差行程'
-    expenseType = '差旅费'
-  } else if (TRANSPORT_KEYWORD_PATTERN.test(compact)) {
     event = '交通出行'
     expenseType = '交通费'
-  } else if (/住宿|酒店|宾馆/.test(compact)) {
+  } else if (/客户.*吃饭|请客户.*吃饭|客户用餐|客户接待|商务接待|招待|宴请|请客/.test(compact)) {
+    event = '业务招待'
+    expenseType = '业务招待费'
+  } else if (/出差|差旅|机票|飞机票|航班|高铁票|高铁|火车票|火车|动车|行程单|铁路客票/.test(compact)) {
+    event = '出差行程'
+    expenseType = '差旅费'
+  } else if (/住宿|住宿费|酒店|酒店发票|宾馆|民宿|房费|客房/.test(compact)) {
     event = '住宿报销'
     expenseType = '住宿费'
-  } else if (/餐费|用餐|午餐|晚餐|早餐|餐饮/.test(compact)) {
+  } else if (/餐费|工作餐|用餐|午餐|晚餐|早餐|餐饮|伙食|茶歇/.test(compact)) {
-    event = '餐饮用餐'
+    event = '业务招待'
-    expenseType = '餐费'
+    expenseType = '业务招待费'
+  } else if (/会务|会议费|会议|参会|会场|场地费|论坛|展会/.test(compact)) {
+    event = '会务活动'
+    expenseType = '会务费'
+  } else if (/办公用品|办公耗材|办公设备|文具|打印纸|硒鼓|墨盒|键盘|鼠标|白板/.test(compact)) {
+    event = '办公采购'
+    expenseType = '办公用品费'
+  } else if (/培训|讲师费|课程费|教材|认证费|考试费/.test(compact)) {
+    event = '培训学习'
+    expenseType = '培训费'
+  } else if (/通讯费|话费|电话费|手机费|流量费|宽带费|网络费/.test(compact)) {
+    event = '通讯使用'
+    expenseType = '通讯费'
+  } else if (/福利费|团建|慰问|节日福利|体检费|员工关怀/.test(compact)) {
+    event = '员工福利'
+    expenseType = '福利费'
   }
 
   return {
@@ -232,7 +247,13 @@ export function buildLocalExtractionProgressMessages(rawText, options = {}) {
   }
 
   const attachmentHint = Number(options.attachmentCount || 0) > 0 ? '附件完整性' : '票据附件'
-  messages.push(`正在判断待补项：客户名称、参与人员、${attachmentHint}`)
+  const pendingSlots = ['发生时间', '金额', attachmentHint]
+  if (candidates.expenseType === '业务招待费') {
+    pendingSlots.splice(2, 0, '客户名称', '参与人员')
+  } else if (candidates.expenseType === '住宿费') {
+    pendingSlots.splice(2, 0, '酒店/商户')
+  }
+  messages.push(`正在判断待补项：${pendingSlots.join('、')}`)
 
   return messages
 }

web/src/utils/requestViewModel.js

@@ -54,13 +54,13 @@ const REQUEST_TYPE_META = {
     secondaryStatusLabel: '票据状态'
   },
   meal: {
-    label: '餐费',
+    label: '业务招待费',
     detailVariant: 'general',
     tone: 'meeting',
     secondaryStatusLabel: '票据状态'
   },
   office: {
-    label: '办公费',
+    label: '办公用品费',
     detailVariant: 'general',
     tone: 'office',
     secondaryStatusLabel: '票据状态'

web/src/utils/settingsModelHelper.js

@@ -0,0 +1,461 @@
+import {
+  buildDefaultHermesEmployeeForm,
+  isHermesEmployeeSettingsReady,
+  mergeHermesEmployeeForm
+} from './hermesEmployeeSettingsModel.js'
+
+export const SETTINGS_STORAGE_KEY = 'x-financial-settings-draft'
+export const CURRENT_YEAR = new Date().getFullYear()
+export const CUSTOM_OPENAI_PROVIDER = 'Custom OpenAI Compatible'
+export const MODEL_SECRET_MASK = '********'
+export const RENDER_SECRET_MASK = '********'
+
+export const SECTION_DEFINITIONS = [
+  {
+    id: 'profile',
+    label: '企业信息',
+    title: '系统基本信息',
+    desc: '公司名称、品牌与版权',
+    longDesc: '统一维护企业名称、系统显示名称和版权信息，保存后会同步更新当前系统品牌展示。',
+    actionLabel: '保存企业信息'
+  },
+  {
+    id: 'admin',
+    label: '管理员安全',
+    title: '管理员账号与安全策略',
+    desc: '账号、密码与登录安全',
+    longDesc: '集中管理管理员账号、邮箱和登录安全策略。密码仅在当前输入时可见，不会写入浏览器草稿。',
+    actionLabel: '保存安全设置'
+  },
+  {
+    id: 'session',
+    label: '会话设置',
+    title: '会话留存设置',
+    desc: '会话保留天数',
+    longDesc: '统一配置智能体会话的保留天数。超过保留期的历史会话会在后端清理，避免上下文和管理成本无限增长。',
+    actionLabel: '保存会话设置'
+  },
+  {
+    id: 'hermes',
+    label: '数字员工设置',
+    title: '数字员工设置',
+    desc: 'Hermes 自动任务',
+    longDesc: '选择需要自动执行的任务，并设置每天的执行时间。无需了解 Cron 或复杂调度规则。',
+    actionLabel: '保存数字员工设置'
+  },
+  {
+    id: 'llm',
+    label: '大语言模型',
+    title: '模型接入配置',
+    desc: '主模型、备份模型与检索模型',
+    longDesc: '集中维护主模型、备份模型、Embedding 模型和 Reranker 模型的接入参数，供 AI 助手和检索链路调用。',
+    actionLabel: '保存模型配置'
+  },
+  {
+    id: 'rendering',
+    label: '文件渲染',
+    title: '文件渲染',
+    desc: '文档预览服务与访问密钥',
+    longDesc: '维护文件渲染开关、文档服务对外地址和 JWT 密钥，后端回调地址继续由部署配置管理。',
+    actionLabel: '保存文件渲染配置'
+  },
+  {
+    id: 'logs',
+    label: '日志策略',
+    title: '日志与审计策略',
+    desc: '日志级别、留存与脱敏',
+    longDesc: '定义系统日志级别、留存周期和审计策略，保证问题排查和合规审计可追溯。',
+    actionLabel: '保存日志策略'
+  },
+  {
+    id: 'mail',
+    label: '邮箱设置',
+    title: '邮箱通知配置',
+    desc: 'SMTP 与通知投递策略',
+    longDesc: '维护系统邮件发送配置和通知投递策略，审批、告警和摘要邮件都会依赖这里的设置。',
+    actionLabel: '保存邮箱配置'
+  }
+]
+
+export const LOG_LEVELS = ['DEBUG', 'INFO', 'WARN', 'ERROR']
+
+export const PROVIDER_OPTIONS = [
+  'MiniMax',
+  'GLM',
+  'Kimi',
+  'Ali',
+  'Codex',
+  'Claude',
+  'Gemini',
+  CUSTOM_OPENAI_PROVIDER
+]
+
+export const PROVIDER_ENDPOINTS = {
+  MiniMax: 'https://api.minimaxi.com/v1',
+  GLM: 'https://open.bigmodel.cn/api/paas/v4/',
+  Kimi: 'https://api.moonshot.ai/v1',
+  Ali: 'https://dashscope.aliyuncs.com/compatible-mode/v1',
+  Codex: 'https://api.openai.com/v1',
+  Claude: 'https://api.anthropic.com/v1/',
+  Gemini: 'https://generativelanguage.googleapis.com/v1beta/openai/',
+  [CUSTOM_OPENAI_PROVIDER]: ''
+}
+
+export const RERANKER_PROVIDER_ENDPOINTS = {
+  Ali: 'https://dashscope.aliyuncs.com/api/v1/services/rerank/text-rerank/text-rerank',
+  [CUSTOM_OPENAI_PROVIDER]: ''
+}
+
+export const LEGACY_PROVIDER_MAP = {
+  'OpenAI Compatible': 'Codex',
+  'Azure OpenAI': CUSTOM_OPENAI_PROVIDER,
+  Ollama: CUSTOM_OPENAI_PROVIDER,
+  '自定义网关': CUSTOM_OPENAI_PROVIDER
+}
+
+export const MODEL_TEST_CONFIGS = {
+  main: {
+    label: '主模型',
+    providerKey: 'mainProvider',
+    modelKey: 'mainModel',
+    endpointKey: 'mainEndpoint',
+    apiKeyKey: 'mainApiKey',
+    capability: 'chat'
+  },
+  backup: {
+    label: '备份模型',
+    providerKey: 'backupProvider',
+    modelKey: 'backupModel',
+    endpointKey: 'backupEndpoint',
+    apiKeyKey: 'backupApiKey',
+    capability: 'chat'
+  },
+  embedding: {
+    label: 'Embedding 模型',
+    providerKey: 'embeddingProvider',
+    modelKey: 'embeddingModel',
+    endpointKey: 'embeddingEndpoint',
+    apiKeyKey: 'embeddingApiKey',
+    capability: 'embedding'
+  },
+  reranker: {
+    label: 'Reranker 模型',
+    providerKey: 'rerankerProvider',
+    modelKey: 'rerankerModel',
+    endpointKey: 'rerankerEndpoint',
+    apiKeyKey: 'rerankerApiKey',
+    capability: 'reranker'
+  }
+}
+
+export const MODEL_API_KEY_CONFIGS = Object.values(MODEL_TEST_CONFIGS)
+export const SESSION_RETENTION_OPTIONS = Array.from({ length: 10 }, (_item, index) => ({
+  value: index + 1,
+  label: `${index + 1} 天`
+}))
+
+export function normalizeValue(value) {
+  return String(value ?? '').trim()
+}
+
+export function normalizeProviderValue(value, fallback = 'Codex') {
+  const normalized = normalizeValue(value)
+
+  if (PROVIDER_OPTIONS.includes(normalized)) {
+    return normalized
+  }
+
+  if (LEGACY_PROVIDER_MAP[normalized]) {
+    return LEGACY_PROVIDER_MAP[normalized]
+  }
+
+  return fallback
+}
+
+export function getProviderEndpoint(provider) {
+  return PROVIDER_ENDPOINTS[provider] ?? ''
+}
+
+export function getRerankerEndpoint(provider) {
+  return RERANKER_PROVIDER_ENDPOINTS[provider] ?? getProviderEndpoint(provider)
+}
+
+export function buildDefaultState(companyProfile, currentUser) {
+  const companyName = normalizeValue(companyProfile?.name) || 'X-Financial'
+  const companyCode = normalizeValue(companyProfile?.code) || 'XF-001'
+  const adminEmail =
+    normalizeValue(companyProfile?.adminEmail) ||
+    normalizeValue(currentUser?.email) ||
+    'admin@example.com'
+  const adminAccount = normalizeValue(currentUser?.username) || 'superadmin'
+
+  return {
+    companyForm: {
+      companyName,
+      displayName: companyName,
+      companyCode,
+      logo: normalizeValue(companyProfile?.logo) || '',
+      recordNumber: '',
+      copyright: `Copyright © 2024-${CURRENT_YEAR} ${companyName}. All Rights Reserved.`
+    },
+    adminForm: {
+      adminAccount,
+      adminEmail,
+      newPassword: '',
+      confirmPassword: '',
+      sessionTimeout: Number(import.meta.env.VITE_AUTH_IDLE_TIMEOUT_MINUTES || 30),
+      noticeEmail: adminEmail,
+      mfaEnabled: true,
+      strongPassword: true,
+      loginAlertEnabled: true,
+      adminPasswordConfigured: false
+    },
+    sessionForm: {
+      conversationRetentionDays: 3
+    },
+    llmForm: {
+      mainProvider: 'Codex',
+      mainModel: 'codex-mini-latest',
+      mainEndpoint: getProviderEndpoint('Codex'),
+      mainApiKey: '',
+      mainApiKeyConfigured: false,
+      backupProvider: 'GLM',
+      backupModel: 'glm-5.1',
+      backupEndpoint: getProviderEndpoint('GLM'),
+      backupApiKey: '',
+      backupApiKeyConfigured: false,
+      embeddingProvider: 'GLM',
+      embeddingModel: 'Embedding-3',
+      embeddingEndpoint: getProviderEndpoint('GLM'),
+      embeddingApiKey: '',
+      embeddingApiKeyConfigured: false,
+      rerankerProvider: 'Ali',
+      rerankerModel: 'gte-rerank-v2',
+      rerankerEndpoint: getRerankerEndpoint('Ali'),
+      rerankerApiKey: '',
+      rerankerApiKeyConfigured: false
+    },
+    renderForm: {
+      enabled: false,
+      publicUrl: '',
+      jwtSecret: '',
+      jwtSecretConfigured: false
+    },
+    logForm: {
+      level: 'INFO',
+      retentionDays: 180,
+      archiveCycle: 'weekly',
+      logPath: 'server/logs/app.log',
+      alertEmail: adminEmail,
+      operationAudit: true,
+      loginAudit: true,
+      maskSensitive: true
+    },
+    hermesForm: buildDefaultHermesEmployeeForm(),
+    mailForm: {
+      smtpHost: 'smtp.exmail.qq.com',
+      port: 465,
+      encryption: 'SSL/TLS',
+      senderName: companyName,
+      senderAddress: adminEmail,
+      username: adminEmail,
+      password: '',
+      passwordConfigured: false,
+      alertEnabled: true,
+      digestEnabled: false,
+      digestTime: '09:00',
+      defaultReceiver: adminEmail
+    }
+  }
+}
+
+export function readStoredSettings() {
+  if (typeof window === 'undefined') {
+    return null
+  }
+
+  const raw = window.sessionStorage.getItem(SETTINGS_STORAGE_KEY)
+  if (!raw) {
+    return null
+  }
+
+  try {
+    return JSON.parse(raw)
+  } catch {
+    return null
+  }
+}
+
+export function mergeState(baseState, overrideState) {
+  const mergedLlmForm = { ...baseState.llmForm, ...(overrideState?.llmForm || {}) }
+
+  mergedLlmForm.mainProvider = normalizeProviderValue(mergedLlmForm.mainProvider, baseState.llmForm.mainProvider)
+  mergedLlmForm.backupProvider = normalizeProviderValue(mergedLlmForm.backupProvider, baseState.llmForm.backupProvider)
+  mergedLlmForm.embeddingProvider = normalizeProviderValue(
+    mergedLlmForm.embeddingProvider,
+    baseState.llmForm.embeddingProvider
+  )
+  mergedLlmForm.rerankerProvider = normalizeProviderValue(
+    mergedLlmForm.rerankerProvider,
+    baseState.llmForm.rerankerProvider
+  )
+
+  return {
+    companyForm: { ...baseState.companyForm, ...(overrideState?.companyForm || {}) },
+    adminForm: { ...baseState.adminForm, ...(overrideState?.adminForm || {}) },
+    sessionForm: { ...baseState.sessionForm, ...(overrideState?.sessionForm || {}) },
+    hermesForm: mergeHermesEmployeeForm({
+      ...baseState.hermesForm,
+      ...(overrideState?.hermesForm || {})
+    }),
+    llmForm: mergedLlmForm,
+    renderForm: { ...baseState.renderForm, ...(overrideState?.renderForm || {}) },
+    logForm: { ...baseState.logForm, ...(overrideState?.logForm || {}) },
+    mailForm: { ...baseState.mailForm, ...(overrideState?.mailForm || {}) }
+  }
+}
+
+export function sanitizeForStorage(state) {
+  return {
+    companyForm: { ...state.companyForm },
+    adminForm: {
+      ...state.adminForm,
+      newPassword: '',
+      confirmPassword: ''
+    },
+    sessionForm: { ...state.sessionForm },
+    hermesForm: mergeHermesEmployeeForm(state.hermesForm),
+    llmForm: {
+      ...state.llmForm,
+      mainApiKey: '',
+      backupApiKey: '',
+      embeddingApiKey: '',
+      rerankerApiKey: ''
+    },
+    renderForm: {
+      ...state.renderForm,
+      jwtSecret: ''
+    },
+    logForm: { ...state.logForm },
+    mailForm: {
+      ...state.mailForm,
+      password: ''
+    }
+  }
+}
+
+export function getModelConfiguredKey(apiKeyKey) {
+  return `${apiKeyKey}Configured`
+}
+
+export function isModelSecretMask(value) {
+  return value === MODEL_SECRET_MASK
+}
+
+export function maskConfiguredModelSecrets(state) {
+  for (const config of MODEL_API_KEY_CONFIGS) {
+    const configuredKey = getModelConfiguredKey(config.apiKeyKey)
+
+    if (state.llmForm[configuredKey] && !normalizeValue(state.llmForm[config.apiKeyKey])) {
+      state.llmForm[config.apiKeyKey] = MODEL_SECRET_MASK
+    }
+  }
+
+  return state
+}
+
+export function buildLlmPayload(llmForm) {
+  const payload = { ...llmForm }
+
+  for (const config of MODEL_API_KEY_CONFIGS) {
+    if (isModelSecretMask(payload[config.apiKeyKey])) {
+      payload[config.apiKeyKey] = ''
+    }
+  }
+
+  return payload
+}
+
+export function isRenderSecretMask(value) {
+  return value === RENDER_SECRET_MASK
+}
+
+export function maskConfiguredRenderSecret(state) {
+  if (state.renderForm.jwtSecretConfigured && !normalizeValue(state.renderForm.jwtSecret)) {
+    state.renderForm.jwtSecret = RENDER_SECRET_MASK
+  }
+
+  return state
+}
+
+export function buildRenderPayload(renderForm) {
+  const payload = { ...renderForm }
+
+  if (isRenderSecretMask(payload.jwtSecret)) {
+    payload.jwtSecret = ''
+  }
+
+  return payload
+}
+
+export function persistSettings(state) {
+  if (typeof window === 'undefined') {
+    return
+  }
+
+  window.sessionStorage.setItem(SETTINGS_STORAGE_KEY, JSON.stringify(sanitizeForStorage(state)))
+}
+
+export function isModelConfigReady(provider, model, endpoint) {
+  return Boolean(normalizeValue(provider) && normalizeValue(model) && normalizeValue(endpoint))
+}
+
+export function computeSectionStatus(state) {
+  return {
+    profile: Boolean(
+      normalizeValue(state.companyForm.companyName) &&
+        normalizeValue(state.companyForm.displayName) &&
+        normalizeValue(state.companyForm.copyright)
+    ),
+    admin: Boolean(
+      normalizeValue(state.adminForm.adminAccount) &&
+        normalizeValue(state.adminForm.adminEmail) &&
+        Number(state.adminForm.sessionTimeout) >= 5
+    ),
+    session: Boolean(
+      Number(state.sessionForm.conversationRetentionDays) >= 1 &&
+        Number(state.sessionForm.conversationRetentionDays) <= 10
+    ),
+    hermes: isHermesEmployeeSettingsReady(state.hermesForm),
+    llm: Boolean(
+      isModelConfigReady(state.llmForm.mainProvider, state.llmForm.mainModel, state.llmForm.mainEndpoint) &&
+        isModelConfigReady(state.llmForm.backupProvider, state.llmForm.backupModel, state.llmForm.backupEndpoint) &&
+        isModelConfigReady(
+          state.llmForm.embeddingProvider,
+          state.llmForm.embeddingModel,
+          state.llmForm.embeddingEndpoint
+        ) &&
+        isModelConfigReady(
+          state.llmForm.rerankerProvider,
+          state.llmForm.rerankerModel,
+          state.llmForm.rerankerEndpoint
+        )
+    ),
+    rendering: Boolean(
+      !state.renderForm.enabled ||
+        (normalizeValue(state.renderForm.publicUrl) &&
+          (normalizeValue(state.renderForm.jwtSecret) || state.renderForm.jwtSecretConfigured))
+    ),
+    logs: Boolean(
+      normalizeValue(state.logForm.level) &&
+        Number(state.logForm.retentionDays) > 0 &&
+        normalizeValue(state.logForm.logPath)
+    ),
+    mail: Boolean(
+      normalizeValue(state.mailForm.smtpHost) &&
+        Number(state.mailForm.port) > 0 &&
+        normalizeValue(state.mailForm.senderAddress) &&
+        normalizeValue(state.mailForm.username)
+    )
+  }
+}

web/src/views/AppShellRouteView.vue

@@ -4,6 +4,7 @@
       :nav-items="filteredNavItems"
       :active-view="activeView"
       :company-name="companyProfile.name"
+      :company-logo="companyProfile.logo"
       :current-user="currentUser"
       @navigate="handleNavigate"
       @open-chat="openSmartEntry"

web/src/views/HermesEmployeeSettingsPanel.vue

@@ -0,0 +1,136 @@
+<template>
+  <div class="hermes-settings-container">
+    <!-- 主控制卡片 -->
+    <section class="settings-card hermes-hero-card" :class="{ active: hermesForm.masterEnabled }">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box" :class="{ active: hermesForm.masterEnabled }">
+            <i class="mdi mdi-robot"></i>
+            <span class="status-pulse-dot" :class="{ active: hermesForm.masterEnabled }"></span>
+          </div>
+          <div>
+            <h4>数字员工自动任务主控</h4>
+            <p>开启后系统将自动按计划调度后台数字员工执行知识同步、规则待审、风险扫描及数据统计任务。</p>
+          </div>
+        </div>
+        <div class="card-head-actions">
+          <span class="status-badge" :class="{ active: hermesForm.masterEnabled }">
+            {{ hermesForm.masterEnabled ? '调度服务运行中' : '调度服务已禁用' }}
+          </span>
+          <button
+            class="switch-btn"
+            type="button"
+            :class="{ active: hermesForm.masterEnabled }"
+            aria-label="切换全局自动任务"
+            @click="$emit('toggle-master')"
+          >
+            <i></i>
+          </button>
+        </div>
+      </div>
+    </section>
+
+    <!-- 任务网格控制 -->
+    <section class="settings-card hermes-tasks-section" :class="{ disabled: !hermesForm.masterEnabled }">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box">
+            <i class="mdi mdi-clipboard-list-outline"></i>
+          </div>
+          <div>
+            <h4>自动任务项管理</h4>
+            <p>配置并调度具体的后台异步任务，在设定的周期与执行时间定时运行。</p>
+          </div>
+        </div>
+        <div class="card-head-actions">
+          <span class="section-badge">已启用 {{ activeTasksCount }} / {{ HERMES_SIMPLE_TASKS.length }} 项</span>
+        </div>
+      </div>
+
+      <ul class="hermes-task-grid">
+        <li
+          v-for="task in HERMES_SIMPLE_TASKS"
+          :key="task.id"
+          class="hermes-task-card"
+          :class="{ active: isTaskOn(task.id), disabled: !hermesForm.masterEnabled }"
+        >
+          <div class="task-card-header">
+            <div class="task-icon-box" :class="getTaskColorClass(task.id)">
+              <i class="mdi" :class="getTaskIcon(task.id)"></i>
+            </div>
+            <div class="task-meta-info">
+              <strong>{{ task.label }}</strong>
+              <small>{{ task.hint }}</small>
+            </div>
+            <button
+              class="switch-btn mini"
+              type="button"
+              :class="{ active: isTaskOn(task.id) }"
+              :disabled="!hermesForm.masterEnabled"
+              :aria-label="`${isTaskOn(task.id) ? '关闭' : '开启'}${task.label}`"
+              @click="$emit('toggle-task', task.id)"
+            >
+              <i></i>
+            </button>
+          </div>
+
+          <div class="task-card-footer">
+            <div class="frequency-badge" :class="{ active: isTaskOn(task.id) }">
+              <i class="mdi mdi-clock-outline"></i>
+              <span>{{ task.frequencyLabel }}</span>
+            </div>
+            <div v-if="isTaskOn(task.id)" class="time-picker-wrapper">
+              <input
+                :value="taskTime(task.id)"
+                type="time"
+                :disabled="!hermesForm.masterEnabled"
+                aria-label="设置执行时间"
+                @input="$emit('update-task-time', { taskId: task.id, time: $event.target.value })"
+              />
+            </div>
+            <div v-else class="time-picker-placeholder">
+              <span>未开启</span>
+            </div>
+          </div>
+        </li>
+      </ul>
+    </section>
+
+    <!-- 额外设置 (任务告警通知) -->
+    <section class="settings-card hermes-extra-settings">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box">
+            <i class="mdi mdi-bell-ring-outline"></i>
+          </div>
+          <div>
+            <h4>任务告警通知</h4>
+            <p>配置自动任务运行出现故障、限频或执行失败时的管理员实时提醒通知渠道。</p>
+          </div>
+        </div>
+      </div>
+
+      <div class="switch-group">
+        <button
+          class="switch-row"
+          type="button"
+          :class="{ active: hermesForm.notifyOnFailure }"
+          aria-label="切换邮件通知"
+          @click="$emit('toggle-flag', 'notifyOnFailure')"
+        >
+          <span class="switch-copy">
+            <strong>任务失败时发送邮件通知管理员</strong>
+            <small>仅在自动任务执行出现故障或异常时触发告警，保障后台服务的高可用性。</small>
+          </span>
+          <span class="switch-btn" :class="{ active: hermesForm.notifyOnFailure }"><i></i></span>
+        </button>
+      </div>
+    </section>
+  </div>
+</template>
+
+<script src="./scripts/HermesEmployeeSettingsPanel.js"></script>
+
+<style scoped src="../assets/styles/views/settings-view-form.css"></style>
+<style scoped src="../assets/styles/views/settings-view.css"></style>
+<style scoped src="../assets/styles/views/settings-view-hermes.css"></style>

web/src/views/LlmSettingsPanel.vue

@@ -0,0 +1,309 @@
+<template>
+  <div class="model-grid">
+    <!-- 主模型配置 -->
+    <section class="settings-card">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box purple">
+            <i class="mdi mdi-brain"></i>
+          </div>
+          <div>
+            <h4>主模型配置</h4>
+            <p>用于 AI 助手和主业务排队调度的默认模型接入。</p>
+          </div>
+        </div>
+        <div class="card-head-actions">
+          <button
+            class="test-button"
+            type="button"
+            :disabled="isModelTesting('main')"
+            @click="testModelConnection('main')"
+          >
+            <i :class="isModelTesting('main') ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-connection'"></i>
+            <span>{{ isModelTesting('main') ? '测试中...' : '测试模型' }}</span>
+          </button>
+        </div>
+      </div>
+
+      <div class="form-grid">
+        <label class="field">
+          <span><em>*</em> 供应商</span>
+          <select v-model="llmForm.mainProvider" @change="applyProviderPreset('main')">
+            <option v-for="option in providerOptions" :key="option" :value="option">{{ option }}</option>
+          </select>
+        </label>
+
+        <label class="field">
+          <span><em>*</em> 模型名称</span>
+          <input v-model="llmForm.mainModel" type="text" placeholder="请输入主模型名称" />
+        </label>
+
+        <label class="field field-full">
+          <span><em>*</em> 接口地址</span>
+          <input v-model="llmForm.mainEndpoint" type="text" placeholder="请输入模型接口地址" />
+        </label>
+
+        <label class="field field-full">
+          <span>API Key</span>
+          <input
+            v-model="llmForm.mainApiKey"
+            type="password"
+            autocomplete="off"
+            @focus="clearModelSecretMask('main')"
+            :placeholder="llmForm.mainApiKeyConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
+          />
+          <small v-if="llmForm.mainApiKeyConfigured" class="secret-bound-state">
+            <i class="mdi mdi-database-lock"></i>
+            <span>已从数据库加密加载，测试会使用已保存密钥。</span>
+          </small>
+        </label>
+      </div>
+
+      <div v-if="getModelTestState('main').message" class="test-feedback" :class="`is-${getModelTestState('main').status}`">
+        <i
+          :class="
+            getModelTestState('main').status === 'success'
+              ? 'mdi mdi-check-circle'
+              : getModelTestState('main').status === 'testing'
+                ? 'mdi mdi-loading mdi-spin'
+                : 'mdi mdi-alert-circle'
+          "
+        ></i>
+        <span>{{ getModelTestState('main').message }}</span>
+      </div>
+    </section>
+
+    <!-- 备份模型配置 -->
+    <section class="settings-card">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box orange">
+            <i class="mdi mdi-lifebuoy"></i>
+          </div>
+          <div>
+            <h4>备份模型配置</h4>
+            <p>主模型不可用或限频时用于兜底切换的备用模型接入。</p>
+          </div>
+        </div>
+        <div class="card-head-actions">
+          <button
+            class="test-button"
+            type="button"
+            :disabled="isModelTesting('backup')"
+            @click="testModelConnection('backup')"
+          >
+            <i :class="isModelTesting('backup') ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-connection'"></i>
+            <span>{{ isModelTesting('backup') ? '测试中...' : '测试模型' }}</span>
+          </button>
+        </div>
+      </div>
+
+      <div class="form-grid">
+        <label class="field">
+          <span><em>*</em> 供应商</span>
+          <select v-model="llmForm.backupProvider" @change="applyProviderPreset('backup')">
+            <option v-for="option in providerOptions" :key="option" :value="option">{{ option }}</option>
+          </select>
+        </label>
+
+        <label class="field">
+          <span><em>*</em> 模型名称</span>
+          <input v-model="llmForm.backupModel" type="text" placeholder="请输入备份模型名称" />
+        </label>
+
+        <label class="field field-full">
+          <span><em>*</em> 接口地址</span>
+          <input v-model="llmForm.backupEndpoint" type="text" placeholder="请输入模型接口地址" />
+        </label>
+
+        <label class="field field-full">
+          <span>API Key</span>
+          <input
+            v-model="llmForm.backupApiKey"
+            type="password"
+            autocomplete="off"
+            @focus="clearModelSecretMask('backup')"
+            :placeholder="llmForm.backupApiKeyConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
+          />
+          <small v-if="llmForm.backupApiKeyConfigured" class="secret-bound-state">
+            <i class="mdi mdi-database-lock"></i>
+            <span>已从数据库加密加载，测试会使用已保存密钥。</span>
+          </small>
+        </label>
+      </div>
+
+      <div v-if="getModelTestState('backup').message" class="test-feedback" :class="`is-${getModelTestState('backup').status}`">
+        <i
+          :class="
+            getModelTestState('backup').status === 'success'
+              ? 'mdi mdi-check-circle'
+              : getModelTestState('backup').status === 'testing'
+                ? 'mdi mdi-loading mdi-spin'
+                : 'mdi mdi-alert-circle'
+          "
+        ></i>
+        <span>{{ getModelTestState('backup').message }}</span>
+      </div>
+    </section>
+
+    <!-- Embedding 模型配置 -->
+    <section class="settings-card">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box cyan">
+            <i class="mdi mdi-vector-combine"></i>
+          </div>
+          <div>
+            <h4>Embedding 模型配置</h4>
+            <p>用于向量检索、知识库召回和语义匹配的嵌入模型设置。</p>
+          </div>
+        </div>
+        <div class="card-head-actions">
+          <button
+            class="test-button"
+            type="button"
+            :disabled="isModelTesting('embedding')"
+            @click="testModelConnection('embedding')"
+          >
+            <i :class="isModelTesting('embedding') ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-connection'"></i>
+            <span>{{ isModelTesting('embedding') ? '测试中...' : '测试模型' }}</span>
+          </button>
+        </div>
+      </div>
+
+      <div class="form-grid">
+        <label class="field">
+          <span><em>*</em> 供应商</span>
+          <select v-model="llmForm.embeddingProvider" @change="applyProviderPreset('embedding')">
+            <option v-for="option in providerOptions" :key="option" :value="option">{{ option }}</option>
+          </select>
+        </label>
+
+        <label class="field">
+          <span><em>*</em> 模型名称</span>
+          <input v-model="llmForm.embeddingModel" type="text" placeholder="请输入 Embedding 模型名称" />
+        </label>
+
+        <label class="field field-full">
+          <span><em>*</em> 接口地址</span>
+          <input v-model="llmForm.embeddingEndpoint" type="text" placeholder="请输入模型接口地址" />
+        </label>
+
+        <label class="field field-full">
+          <span>API Key</span>
+          <input
+            v-model="llmForm.embeddingApiKey"
+            type="password"
+            autocomplete="off"
+            @focus="clearModelSecretMask('embedding')"
+            :placeholder="llmForm.embeddingApiKeyConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
+          />
+          <small v-if="llmForm.embeddingApiKeyConfigured" class="secret-bound-state">
+            <i class="mdi mdi-database-lock"></i>
+            <span>已从数据库加密加载，测试会使用已保存密钥。</span>
+          </small>
+        </label>
+      </div>
+
+      <div
+        v-if="getModelTestState('embedding').message"
+        class="test-feedback"
+        :class="`is-${getModelTestState('embedding').status}`"
+      >
+        <i
+          :class="
+            getModelTestState('embedding').status === 'success'
+              ? 'mdi mdi-check-circle'
+              : getModelTestState('embedding').status === 'testing'
+                ? 'mdi mdi-loading mdi-spin'
+                : 'mdi mdi-alert-circle'
+          "
+        ></i>
+        <span>{{ getModelTestState('embedding').message }}</span>
+      </div>
+    </section>
+
+    <!-- Reranker 模型配置 -->
+    <section class="settings-card">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box teal">
+            <i class="mdi mdi-filter-variant"></i>
+          </div>
+          <div>
+            <h4>Reranker 模型配置</h4>
+            <p>用于检索结果重排和语义精排的 Reranker 模型设置。</p>
+          </div>
+        </div>
+        <div class="card-head-actions">
+          <button
+            class="test-button"
+            type="button"
+            :disabled="isModelTesting('reranker')"
+            @click="testModelConnection('reranker')"
+          >
+            <i :class="isModelTesting('reranker') ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-connection'"></i>
+            <span>{{ isModelTesting('reranker') ? '测试中...' : '测试模型' }}</span>
+          </button>
+        </div>
+      </div>
+
+      <div class="form-grid">
+        <label class="field">
+          <span><em>*</em> 供应商</span>
+          <select v-model="llmForm.rerankerProvider" @change="applyProviderPreset('reranker')">
+            <option v-for="option in providerOptions" :key="option" :value="option">{{ option }}</option>
+          </select>
+        </label>
+
+        <label class="field">
+          <span><em>*</em> 模型名称</span>
+          <input v-model="llmForm.rerankerModel" type="text" placeholder="请输入 Reranker 模型名称" />
+        </label>
+
+        <label class="field field-full">
+          <span><em>*</em> 接口地址</span>
+          <input v-model="llmForm.rerankerEndpoint" type="text" placeholder="请输入模型接口地址" />
+        </label>
+
+        <label class="field field-full">
+          <span>API Key</span>
+          <input
+            v-model="llmForm.rerankerApiKey"
+            type="password"
+            autocomplete="off"
+            @focus="clearModelSecretMask('reranker')"
+            :placeholder="llmForm.rerankerApiKeyConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
+          />
+          <small v-if="llmForm.rerankerApiKeyConfigured" class="secret-bound-state">
+            <i class="mdi mdi-database-lock"></i>
+            <span>已从数据库加密加载，测试会使用已保存密钥。</span>
+          </small>
+        </label>
+      </div>
+
+      <div
+        v-if="getModelTestState('reranker').message"
+        class="test-feedback"
+        :class="`is-${getModelTestState('reranker').status}`"
+      >
+        <i
+          :class="
+            getModelTestState('reranker').status === 'success'
+              ? 'mdi mdi-check-circle'
+              : getModelTestState('reranker').status === 'testing'
+                ? 'mdi mdi-loading mdi-spin'
+                : 'mdi mdi-alert-circle'
+          "
+        ></i>
+        <span>{{ getModelTestState('reranker').message }}</span>
+      </div>
+    </section>
+  </div>
+</template>
+
+<script src="./scripts/LlmSettingsPanel.js"></script>
+
+<style scoped src="../assets/styles/views/settings-view-form.css"></style>
+<style scoped src="../assets/styles/views/settings-view.css"></style>
+

web/src/views/LogDetailView.vue

@@ -43,6 +43,11 @@
           {{ hermesRunAlert.message }}
         </article>
 
+        <KnowledgeIngestRunPanel
+          v-if="isKnowledgeIngestRunDetail"
+          :run="hermesRun"
+        />
+
         <div class="detail-grid">
           <article class="panel detail-card wide">
             <div class="card-head">
@@ -63,9 +68,9 @@
             </div>
           </article>
 
-          <article class="panel detail-card">
+          <article v-if="!isKnowledgeIngestRunDetail" class="panel detail-card">
             <div class="card-head">
-              <h3>处理链路</h3>
+              <h3>处理链路</h3>
               <p>按工具调用顺序查看执行链。</p>
             </div>
             <div v-if="(hermesRun.tool_calls || []).length" class="trace-steps">
@@ -92,7 +97,7 @@
             </div>
           </article>
 
-          <article v-if="selectedToolCall" class="panel detail-card">
+          <article v-if="selectedToolCall && !isKnowledgeIngestRunDetail" class="panel detail-card">
             <div class="card-head">
               <h3>当前 ToolCall</h3>
               <p>查看当前工具调用的请求与返回。</p>
@@ -194,6 +199,7 @@
 import { computed, onBeforeUnmount, onMounted, ref, watch } from 'vue'
 import { useRoute, useRouter } from 'vue-router'
 
+import KnowledgeIngestRunPanel from '../components/logs/KnowledgeIngestRunPanel.vue'
 import { fetchAgentRunDetail } from '../services/agentAssets.js'
 import { fetchSystemLogEntry } from '../services/systemLogs.js'
 import {
@@ -204,6 +210,7 @@ import {
   resolveAgentRunHeartbeat,
   resolveAgentRunStatus
 } from '../utils/agentRunMonitor.js'
+import { isKnowledgeIngestRun } from '../utils/knowledgeIngestLogModel.js'
 
 const SOURCE_LABELS = {
   schedule: '定时任务',
@@ -223,6 +230,7 @@ let pollTimer = 0
 
 const isHermes = computed(() => route.params.logKind === 'hermes')
 const isSystem = computed(() => route.params.logKind === 'system')
+const isKnowledgeIngestRunDetail = computed(() => isKnowledgeIngestRun(hermesRun.value))
 const selectedToolCall = computed(() =>
   (hermesRun.value?.tool_calls || []).find((item) => item.id === selectedToolCallId.value) || null
 )

web/src/views/MailSettingsPanel.vue

@@ -0,0 +1,163 @@
+<template>
+  <div class="mail-panel-container">
+    <!-- Card 1: SMTP Server Configuration -->
+    <section class="settings-card">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box slate">
+            <i class="mdi mdi-send-outline"></i>
+          </div>
+          <div>
+            <h4>发信服务器配置</h4>
+            <p>维护系统发信的 SMTP 服务端点、网络端口与身份验证凭证。</p>
+          </div>
+        </div>
+      </div>
+
+      <div class="form-grid">
+        <label class="field">
+          <span><em>*</em> SMTP Host</span>
+          <input v-model="mailForm.smtpHost" type="text" placeholder="例如 smtp.exmail.qq.com" />
+        </label>
+
+        <label class="field">
+          <span><em>*</em> 端口</span>
+          <input v-model.number="mailForm.port" type="number" min="1" max="65535" placeholder="SSL 默认 465" />
+        </label>
+
+        <label class="field">
+          <span>加密方式</span>
+          <select v-model="mailForm.encryption">
+            <option value="SSL/TLS">SSL/TLS</option>
+            <option value="STARTTLS">STARTTLS</option>
+            <option value="None">无</option>
+          </select>
+        </label>
+
+        <label class="field">
+          <span><em>*</em> 登录账号</span>
+          <input v-model="mailForm.username" type="text" placeholder="请输入 SMTP 登录账号，通常为发信邮箱" />
+        </label>
+
+        <label class="field field-full">
+          <span>SMTP 密码</span>
+          <input
+            v-model="mailForm.password"
+            type="password"
+            autocomplete="new-password"
+            :placeholder="mailForm.passwordConfigured ? '已配置，如需修改请重新输入' : '请输入 SMTP 密码或客户端授权码'"
+          />
+          <small v-if="mailForm.passwordConfigured" class="secret-bound-state">
+            <i class="mdi mdi-database-lock"></i>
+            <span>密保已加密安全托管</span>
+          </small>
+        </label>
+      </div>
+    </section>
+
+    <!-- Card 2: Sender Identity Card -->
+    <section class="settings-card">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box slate">
+            <i class="mdi mdi-account-outline"></i>
+          </div>
+          <div>
+            <h4>发信身份配置</h4>
+            <p>设置邮件外显名称及默认的邮件接收账户。</p>
+          </div>
+        </div>
+      </div>
+
+      <div class="form-grid">
+        <label class="field">
+          <span>发件人名称</span>
+          <input v-model="mailForm.senderName" type="text" placeholder="例如 X-Financial 财务系统" />
+        </label>
+
+        <label class="field">
+          <span><em>*</em> 发件人邮箱</span>
+          <input v-model="mailForm.senderAddress" type="email" placeholder="例如 admin@company.com" />
+        </label>
+
+        <label class="field field-full">
+          <span>默认接收邮箱</span>
+          <input v-model="mailForm.defaultReceiver" type="email" placeholder="审批待办等默认分发邮箱" />
+        </label>
+      </div>
+    </section>
+
+    <!-- Card 3: Notification Policy Card -->
+    <section class="settings-card notice-card">
+      <div class="card-head">
+        <div class="card-title-with-icon">
+          <div class="model-icon-box slate">
+            <i class="mdi mdi-bell-ring-outline"></i>
+          </div>
+          <div>
+            <h4>通知策略</h4>
+            <p>控制各类业务消息是否通过邮件通知以及定时摘要发送频率。</p>
+          </div>
+        </div>
+      </div>
+
+      <div class="switch-group">
+        <button class="switch-row" type="button" @click="toggleField('alertEnabled')">
+          <span class="switch-copy">
+            <strong>启用系统通知</strong>
+            <small>审批申请、异常告警和核心系统事件可通过邮件实时触达用户。</small>
+          </span>
+          <span class="switch-btn" :class="{ active: mailForm.alertEnabled }"><i></i></span>
+        </button>
+
+        <button class="switch-row" type="button" @click="toggleField('digestEnabled')">
+          <span class="switch-copy">
+            <strong>启用日报摘要</strong>
+            <small>每天定时发送系统运行概况与待办任务列表的邮件摘要。</small>
+          </span>
+          <span class="switch-btn" :class="{ active: mailForm.digestEnabled }"><i></i></span>
+        </button>
+      </div>
+
+      <div class="digest-time-wrapper">
+        <div class="form-grid">
+          <label class="field" :class="{ disabled: !mailForm.digestEnabled }">
+            <span>摘要发送时间</span>
+            <input v-model="mailForm.digestTime" type="time" :disabled="!mailForm.digestEnabled" />
+            <small>设定每日发送邮件简报的具体时间点。</small>
+          </label>
+        </div>
+      </div>
+    </section>
+  </div>
+</template>
+
+<script src="./scripts/MailSettingsPanel.js"></script>
+
+<style scoped src="../assets/styles/views/settings-view-form.css"></style>
+<style scoped src="../assets/styles/views/settings-view.css"></style>
+
+<style scoped>
+.mail-panel-container {
+  display: flex;
+  flex-direction: column;
+  gap: 20px;
+}
+
+.notice-card .switch-group {
+  margin-bottom: 20px;
+}
+
+.digest-time-wrapper {
+  margin-top: 4px;
+}
+
+.field.disabled {
+  opacity: 0.6;
+}
+
+.field.disabled input {
+  background: #f1f5f9;
+  cursor: not-allowed;
+}
+</style>

web/src/views/SettingsView.vue

@@ -5,7 +5,7 @@
         <div class="settings-nav-head">
           <span class="nav-kicker">Settings</span>
           <h2>系统设置</h2>
-          <p>已完成 {{ completedSectionCount }} / {{ sections.length }} 项配置，敏感字段不会保存在浏览器草稿中。</p>
+          <p>已完成 {{ completedSectionCount }} / {{ sections.length }} 项配置</p>
         </div>
 
         <nav class="settings-nav-list">
@@ -47,18 +47,26 @@
           <template v-if="activeSection === 'profile'">
             <section class="settings-card">
               <div class="card-head">
-                <div>
+                <div class="card-title-with-icon">
-                  <h4>系统基本信息</h4>
+                  <div class="model-icon-box slate">
-                  <p>统一维护企业名称、系统显示名称和版权信息，保存后会同步更新当前系统品牌名称。</p>
+                    <i class="mdi mdi-domain"></i>
+                  </div>
+                  <div>
+                    <h4>系统基本信息</h4>
+                    <p>统一维护企业名称、系统显示名称和版权信息，保存后会同步更新当前系统品牌名称。</p>
+                  </div>
                 </div>
               </div>
 
               <div class="form-grid profile-grid">
                 <label class="field logo-field">
                   <span><em>*</em> 系统图标</span>
-                  <div class="logo-tile" aria-hidden="true">
+                  <div class="logo-tile" aria-hidden="true" @click="triggerLogoUpload" style="cursor: pointer; overflow: hidden;" title="点击上传图片">
-                    <i class="mdi mdi-domain"></i>
+                    <img v-if="pageState.companyForm.logo" :src="pageState.companyForm.logo" style="width:100%;height:100%;object-fit:contain;" />
+                    <i v-else class="mdi mdi-domain"></i>
                   </div>
+                  <input type="file" ref="logoInputRef" accept="image/*" style="display: none;" @change="handleLogoUpload" />
+                  <small style="color:#64748b; font-size:12px; margin-top:4px;">建议尺寸 64x64，PNG/JPG 格式</small>
                 </label>
 
                 <label class="field">
@@ -96,9 +104,14 @@
           <template v-else-if="activeSection === 'admin'">
             <section class="settings-card">
               <div class="card-head">
-                <div>
+                <div class="card-title-with-icon">
-                  <h4>管理员账号</h4>
+                  <div class="model-icon-box slate">
-                  <p>维护最高权限管理员的登录账户、密码和安全通知邮箱。</p>
+                    <i class="mdi mdi-account-cog-outline"></i>
+                  </div>
+                  <div>
+                    <h4>管理员账号</h4>
+                    <p>维护最高权限管理员的登录账户、密码和安全通知邮箱。</p>
+                  </div>
                 </div>
               </div>
 
@@ -137,9 +150,14 @@
 
             <section class="settings-card">
               <div class="card-head">
-                <div>
+                <div class="card-title-with-icon">
-                  <h4>登录安全策略</h4>
+                  <div class="model-icon-box slate">
-                  <p>控制会话超时、登录提醒和管理员高风险操作的基础安全策略。</p>
+                    <i class="mdi mdi-shield-lock-outline"></i>
+                  </div>
+                  <div>
+                    <h4>登录安全策略</h4>
+                    <p>控制会话超时、登录提醒和管理员高风险操作的基础安全策略。</p>
+                  </div>
                 </div>
               </div>
 
@@ -161,7 +179,7 @@
                     <strong>开启双因素验证</strong>
                     <small>要求管理员使用附加验证步骤登录后台。</small>
                   </span>
-                  <span class="switch" :class="{ active: pageState.adminForm.mfaEnabled }"><i></i></span>
+                  <span class="switch-btn" :class="{ active: pageState.adminForm.mfaEnabled }"><i></i></span>
                 </button>
 
                 <button class="switch-row" type="button" @click="toggleBoolean('adminForm', 'strongPassword')">
@@ -169,7 +187,7 @@
                     <strong>启用强密码策略</strong>
                     <small>管理员密码修改时需要满足强度要求。</small>
                   </span>
-                  <span class="switch" :class="{ active: pageState.adminForm.strongPassword }"><i></i></span>
+                  <span class="switch-btn" :class="{ active: pageState.adminForm.strongPassword }"><i></i></span>
                 </button>
 
                 <button class="switch-row" type="button" @click="toggleBoolean('adminForm', 'loginAlertEnabled')">
@@ -177,356 +195,154 @@
                     <strong>异常登录提醒</strong>
                     <small>检测到高风险登录时，向安全通知邮箱发送告警。</small>
                   </span>
-                  <span class="switch" :class="{ active: pageState.adminForm.loginAlertEnabled }"><i></i></span>
+                  <span class="switch-btn" :class="{ active: pageState.adminForm.loginAlertEnabled }"><i></i></span>
                 </button>
               </div>
             </section>
-          </template>
+          </template>
-
-          <template v-else-if="activeSection === 'session'">
-            <section class="settings-card">
-              <div class="card-head">
-                <div>
-                  <h4>会话保留策略</h4>
-                  <p>控制智能体会话在系统中的保留时长，超过保留期的历史会话会自动清理。</p>
-                </div>
-              </div>
-
-              <div class="form-grid compact-grid">
-                <label class="field">
-                  <span><em>*</em> 保留会话天数</span>
-                  <div
-                    ref="sessionRetentionPickerRef"
-                    class="session-picker-filter"
-                    :class="{ open: sessionRetentionPickerOpen }"
-                  >
-                    <button
-                      class="session-picker-trigger"
-                      type="button"
-                      :aria-expanded="sessionRetentionPickerOpen"
-                      aria-haspopup="dialog"
-                      @click="toggleSessionRetentionPicker"
-                    >
-                      <span class="session-picker-label">{{ pageState.sessionForm.conversationRetentionDays }} 天</span>
-                      <i class="mdi mdi-chevron-down"></i>
-                    </button>
-
-                    <div
-                      v-if="sessionRetentionPickerOpen"
-                      class="session-picker-popover"
-                      role="dialog"
-                      aria-label="选择会话保留天数"
-                    >
-                      <header>
-                        <strong>选择会话保留天数</strong>
-                        <button type="button" aria-label="关闭会话保留天数选择" @click="closeSessionRetentionPicker">
-                          <i class="mdi mdi-close"></i>
-                        </button>
-                      </header>
-
-                      <div class="session-picker-option-list">
-                        <button
-                          v-for="option in sessionRetentionOptions"
-                          :key="option.value"
-                          type="button"
-                          class="session-picker-option"
-                          :class="{ active: pageState.sessionForm.conversationRetentionDays === option.value }"
-                          @click="selectSessionRetentionDays(option.value)"
-                        >
-                          {{ option.label }}
-                        </button>
-                      </div>
-                    </div>
-                  </div>
-                  <small>最小 1 天，最大 10 天，按会话最后活跃时间计算。</small>
-                </label>
-              </div>
-            </section>
-          </template>
-
-          <template v-else-if="activeSection === 'llm'">
-            <div class="model-grid">
-              <section class="settings-card">
-                <div class="card-head">
-                  <div>
-                    <h4>主模型配置</h4>
-                    <p>用于 AI 助手和主业务链路的默认模型接入。</p>
-                  </div>
-                  <div class="card-head-actions">
-                    <button class="test-button" type="button" :disabled="isModelTesting('main')" @click="testModelConnection('main')">
-                      <i :class="isModelTesting('main') ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-connection'"></i>
-                      <span>{{ isModelTesting('main') ? '测试中...' : '测试模型' }}</span>
-                    </button>
-                  </div>
-                </div>
 
-                <div class="form-grid">
+          <template v-else-if="activeSection === 'session'">
-                  <div class="field field-full">
+            <section class="settings-card">
-                    <small class="secret-bound-state">
-                      <i class="mdi mdi-source-branch"></i>
-                      <span>保存后会同步写入 Hermes 配置；外部 Hermes agent 也可通过后端共享接口读取这里的主模型配置。</span>
-                    </small>
-                  </div>
-
-                  <label class="field">
-                    <span><em>*</em> 供应商</span>
-                    <select v-model="pageState.llmForm.mainProvider" @change="applyProviderPreset('main')">
-                      <option v-for="option in providerOptions" :key="option" :value="option">{{ option }}</option>
-                    </select>
-                  </label>
-
-                  <label class="field">
-                    <span><em>*</em> 模型名称</span>
-                    <input v-model="pageState.llmForm.mainModel" type="text" placeholder="请输入主模型名称" />
-                  </label>
-
-                  <label class="field field-full">
-                    <span><em>*</em> 接口地址</span>
-                    <input v-model="pageState.llmForm.mainEndpoint" type="text" placeholder="请输入模型接口地址" />
-                  </label>
-
-                  <label class="field field-full">
-                    <span>API Key</span>
-                    <input
-                      v-model="pageState.llmForm.mainApiKey"
-                      type="password"
-                      autocomplete="off"
-                      @focus="clearModelSecretMask('main')"
-                      :placeholder="pageState.llmForm.mainApiKeyConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
-                    />
-                    <small v-if="pageState.llmForm.mainApiKeyConfigured" class="secret-bound-state">
-                      <i class="mdi mdi-database-lock"></i>
-                      <span>已从数据库加密加载，测试会使用已保存密钥。</span>
-                    </small>
-                  </label>
-                </div>
-                <div v-if="getModelTestState('main').message" class="test-feedback" :class="`is-${getModelTestState('main').status}`">
-                  <i :class="getModelTestState('main').status === 'success' ? 'mdi mdi-check-circle' : getModelTestState('main').status === 'testing' ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-alert-circle'"></i>
-                  <span>{{ getModelTestState('main').message }}</span>
-                </div>
-              </section>
-
-              <section class="settings-card">
-                <div class="card-head">
-                  <div>
-                    <h4>备份模型配置</h4>
-                    <p>主模型不可用时用于兜底切换的备用模型接入。</p>
-                  </div>
-                  <div class="card-head-actions">
-                    <button class="test-button" type="button" :disabled="isModelTesting('backup')" @click="testModelConnection('backup')">
-                      <i :class="isModelTesting('backup') ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-connection'"></i>
-                      <span>{{ isModelTesting('backup') ? '测试中...' : '测试模型' }}</span>
-                    </button>
-                  </div>
-                </div>
-
-                <div class="form-grid">
-                  <label class="field">
-                    <span><em>*</em> 供应商</span>
-                    <select v-model="pageState.llmForm.backupProvider" @change="applyProviderPreset('backup')">
-                      <option v-for="option in providerOptions" :key="option" :value="option">{{ option }}</option>
-                    </select>
-                  </label>
-
-                  <label class="field">
-                    <span><em>*</em> 模型名称</span>
-                    <input v-model="pageState.llmForm.backupModel" type="text" placeholder="请输入备份模型名称" />
-                  </label>
-
-                  <label class="field field-full">
-                    <span><em>*</em> 接口地址</span>
-                    <input v-model="pageState.llmForm.backupEndpoint" type="text" placeholder="请输入模型接口地址" />
-                  </label>
-
-                  <label class="field field-full">
-                    <span>API Key</span>
-                    <input
-                      v-model="pageState.llmForm.backupApiKey"
-                      type="password"
-                      autocomplete="off"
-                      @focus="clearModelSecretMask('backup')"
-                      :placeholder="pageState.llmForm.backupApiKeyConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
-                    />
-                    <small v-if="pageState.llmForm.backupApiKeyConfigured" class="secret-bound-state">
-                      <i class="mdi mdi-database-lock"></i>
-                      <span>已从数据库加密加载，测试会使用已保存密钥。</span>
-                    </small>
-                  </label>
-                </div>
-                <div v-if="getModelTestState('backup').message" class="test-feedback" :class="`is-${getModelTestState('backup').status}`">
-                  <i :class="getModelTestState('backup').status === 'success' ? 'mdi mdi-check-circle' : getModelTestState('backup').status === 'testing' ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-alert-circle'"></i>
-                  <span>{{ getModelTestState('backup').message }}</span>
-                </div>
-              </section>
-
-              <section class="settings-card">
-                <div class="card-head">
-                  <div>
-                    <h4>Embedding 模型配置</h4>
-                    <p>用于向量检索、知识库召回和语义匹配的嵌入模型设置。</p>
-                  </div>
-                  <div class="card-head-actions">
-                    <button class="test-button" type="button" :disabled="isModelTesting('embedding')" @click="testModelConnection('embedding')">
-                      <i :class="isModelTesting('embedding') ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-connection'"></i>
-                      <span>{{ isModelTesting('embedding') ? '测试中...' : '测试模型' }}</span>
-                    </button>
-                  </div>
-                </div>
-
-                <div class="form-grid">
-                  <label class="field">
-                    <span><em>*</em> 供应商</span>
-                    <select v-model="pageState.llmForm.embeddingProvider" @change="applyProviderPreset('embedding')">
-                      <option v-for="option in providerOptions" :key="option" :value="option">{{ option }}</option>
-                    </select>
-                  </label>
-
-                  <label class="field">
-                    <span><em>*</em> 模型名称</span>
-                    <input v-model="pageState.llmForm.embeddingModel" type="text" placeholder="请输入 Embedding 模型名称" />
-                  </label>
-
-                  <label class="field field-full">
-                    <span><em>*</em> 接口地址</span>
-                    <input v-model="pageState.llmForm.embeddingEndpoint" type="text" placeholder="请输入模型接口地址" />
-                  </label>
-
-                  <label class="field field-full">
-                    <span>API Key</span>
-                    <input
-                      v-model="pageState.llmForm.embeddingApiKey"
-                      type="password"
-                      autocomplete="off"
-                      @focus="clearModelSecretMask('embedding')"
-                      :placeholder="pageState.llmForm.embeddingApiKeyConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
-                    />
-                    <small v-if="pageState.llmForm.embeddingApiKeyConfigured" class="secret-bound-state">
-                      <i class="mdi mdi-database-lock"></i>
-                      <span>已从数据库加密加载，测试会使用已保存密钥。</span>
-                    </small>
-                  </label>
-                </div>
-                <div
-                  v-if="getModelTestState('embedding').message"
-                  class="test-feedback"
-                  :class="`is-${getModelTestState('embedding').status}`"
-                >
-                  <i :class="getModelTestState('embedding').status === 'success' ? 'mdi mdi-check-circle' : getModelTestState('embedding').status === 'testing' ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-alert-circle'"></i>
-                  <span>{{ getModelTestState('embedding').message }}</span>
-                </div>
-              </section>
-
-              <section class="settings-card">
-                <div class="card-head">
-                  <div>
-                    <h4>Reranker 模型配置</h4>
-                    <p>用于检索结果重排和语义精排的 Reranker 模型设置。</p>
-                  </div>
-                  <div class="card-head-actions">
-                    <button class="test-button" type="button" :disabled="isModelTesting('reranker')" @click="testModelConnection('reranker')">
-                      <i :class="isModelTesting('reranker') ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-connection'"></i>
-                      <span>{{ isModelTesting('reranker') ? '测试中...' : '测试模型' }}</span>
-                    </button>
-                  </div>
-                </div>
-
-                <div class="form-grid">
-                  <label class="field">
-                    <span><em>*</em> 供应商</span>
-                    <select v-model="pageState.llmForm.rerankerProvider" @change="applyProviderPreset('reranker')">
-                      <option v-for="option in providerOptions" :key="option" :value="option">{{ option }}</option>
-                    </select>
-                  </label>
-
-                  <label class="field">
-                    <span><em>*</em> 模型名称</span>
-                    <input v-model="pageState.llmForm.rerankerModel" type="text" placeholder="请输入 Reranker 模型名称" />
-                  </label>
-
-                  <label class="field field-full">
-                    <span><em>*</em> 接口地址</span>
-                    <input v-model="pageState.llmForm.rerankerEndpoint" type="text" placeholder="请输入模型接口地址" />
-                  </label>
-
-                  <label class="field field-full">
-                    <span>API Key</span>
-                    <input
-                      v-model="pageState.llmForm.rerankerApiKey"
-                      type="password"
-                      autocomplete="off"
-                      @focus="clearModelSecretMask('reranker')"
-                      :placeholder="pageState.llmForm.rerankerApiKeyConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
-                    />
-                    <small v-if="pageState.llmForm.rerankerApiKeyConfigured" class="secret-bound-state">
-                      <i class="mdi mdi-database-lock"></i>
-                      <span>已从数据库加密加载，测试会使用已保存密钥。</span>
-                    </small>
-                  </label>
-                </div>
-                <div
-                  v-if="getModelTestState('reranker').message"
-                  class="test-feedback"
-                  :class="`is-${getModelTestState('reranker').status}`"
-                >
-                  <i :class="getModelTestState('reranker').status === 'success' ? 'mdi mdi-check-circle' : getModelTestState('reranker').status === 'testing' ? 'mdi mdi-loading mdi-spin' : 'mdi mdi-alert-circle'"></i>
-                  <span>{{ getModelTestState('reranker').message }}</span>
-                </div>
-              </section>
-            </div>
-          </template>
-
-          <template v-else-if="activeSection === 'rendering'">
-            <section class="settings-card rendering-settings-card">
-              <div class="card-head">
-                <div>
-                  <h4>ONLYOFFICE 服务配置</h4>
-                </div>
-              </div>
-
-              <div class="switch-group">
-                <button class="switch-row" type="button" @click="toggleBoolean('renderForm', 'enabled')">
-                  <span class="switch-copy">
-                    <strong>启用 ONLYOFFICE 文件渲染</strong>
-                    <small>启用后，知识库中的 Office 文件将优先走 ONLYOFFICE 在线预览。</small>
-                  </span>
-                  <span class="switch" :class="{ active: pageState.renderForm.enabled }"><i></i></span>
-                </button>
-              </div>
-
-              <div class="form-grid">
-                <label class="field field-full">
-                  <span><em>*</em> ONLYOFFICE 服务地址</span>
-                  <input
-                    v-model="pageState.renderForm.publicUrl"
-                    type="text"
-                    placeholder="例如 http://10.10.10.122:8082"
-                  />
-                </label>
-
-                <label class="field field-full">
-                  <span><em>*</em> JWT 密钥</span>
-                  <input
-                    v-model="pageState.renderForm.jwtSecret"
-                    type="password"
-                    autocomplete="off"
-                    @focus="clearRenderSecretMask"
-                    :placeholder="pageState.renderForm.jwtSecretConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
-                  />
-                  <small v-if="pageState.renderForm.jwtSecretConfigured" class="secret-bound-state">
-                    <i class="mdi mdi-database-lock"></i>
-                    <span>已从数据库加密加载，预览签名会使用已保存密钥。</span>
-                  </small>
-                </label>
-              </div>
-            </section>
-          </template>
-
-          <template v-else-if="activeSection === 'logs'">
-            <section class="settings-card">
               <div class="card-head">
-                <div>
+                <div class="card-title-with-icon">
-                  <h4>日志级别与留存</h4>
+                  <div class="model-icon-box slate">
-                  <p>定义系统记录粒度、归档周期和告警接收人，方便后续审计与排障。</p>
+                    <i class="mdi mdi-clock-time-three-outline"></i>
+                  </div>
+                  <div>
+                    <h4>会话保留策略</h4>
+                    <p>控制智能体会话在系统中的保留时长，超过保留期的历史会话会自动清理。</p>
+                  </div>
+                </div>
+              </div>
+
+              <div class="form-grid compact-grid">
+                <label class="field">
+                  <span><em>*</em> 保留会话天数</span>
+                  <div
+                    ref="sessionRetentionPickerRef"
+                    class="session-picker-filter"
+                    :class="{ open: sessionRetentionPickerOpen }"
+                  >
+                    <button
+                      class="session-picker-trigger"
+                      type="button"
+                      :aria-expanded="sessionRetentionPickerOpen"
+                      aria-haspopup="dialog"
+                      @click="toggleSessionRetentionPicker"
+                    >
+                      <span class="session-picker-label">{{ pageState.sessionForm.conversationRetentionDays }} 天</span>
+                      <i class="mdi mdi-chevron-down"></i>
+                    </button>
+
+                    <div
+                      v-if="sessionRetentionPickerOpen"
+                      class="session-picker-popover"
+                      role="dialog"
+                      aria-label="选择会话保留天数"
+                    >
+                      <header>
+                        <strong>选择会话保留天数</strong>
+                        <button type="button" aria-label="关闭会话保留天数选择" @click="closeSessionRetentionPicker">
+                          <i class="mdi mdi-close"></i>
+                        </button>
+                      </header>
+
+                      <div class="session-picker-option-list">
+                        <button
+                          v-for="option in sessionRetentionOptions"
+                          :key="option.value"
+                          type="button"
+                          class="session-picker-option"
+                          :class="{ active: pageState.sessionForm.conversationRetentionDays === option.value }"
+                          @click="selectSessionRetentionDays(option.value)"
+                        >
+                          {{ option.label }}
+                        </button>
+                      </div>
+                    </div>
+                  </div>
+                  <small>最小 1 天，最大 10 天，按会话最后活跃时间计算。</small>
+                </label>
+              </div>
+            </section>
+          </template>
+
+          <template v-else-if="activeSection === 'hermes'">
+            <HermesEmployeeSettingsPanel
+              :hermes-form="pageState.hermesForm"
+              @toggle-master="toggleHermesMaster"
+              @toggle-flag="toggleHermesFlag"
+              @toggle-task="toggleHermesTask"
+              @update-task-time="updateHermesTaskTime"
+            />
+          </template>
+
+          <template v-else-if="activeSection === 'llm'">
+            <LlmSettingsPanel :llm-form="pageState.llmForm" :provider-options="providerOptions" />
+          </template>
+
+          <template v-else-if="activeSection === 'rendering'">
+            <section class="settings-card rendering-settings-card">
+              <div class="card-head">
+                <div class="card-title-with-icon">
+                  <div class="model-icon-box slate">
+                    <i class="mdi mdi-file-document-edit-outline"></i>
+                  </div>
+                  <div>
+                    <h4>ONLYOFFICE 服务配置</h4>
+                  </div>
+                </div>
+              </div>
+
+              <div class="switch-group">
+                <button class="switch-row" type="button" @click="toggleBoolean('renderForm', 'enabled')">
+                  <span class="switch-copy">
+                    <strong>启用 ONLYOFFICE 文件渲染</strong>
+                    <small>启用后，知识库中的 Office 文件将优先走 ONLYOFFICE 在线预览。</small>
+                  </span>
+                  <span class="switch-btn" :class="{ active: pageState.renderForm.enabled }"><i></i></span>
+                </button>
+              </div>
+
+              <div class="form-grid">
+                <label class="field field-full">
+                  <span><em>*</em> ONLYOFFICE 服务地址</span>
+                  <input
+                    v-model="pageState.renderForm.publicUrl"
+                    type="text"
+                    placeholder="例如 http://10.10.10.122:8082"
+                  />
+                </label>
+
+                <label class="field field-full">
+                  <span><em>*</em> JWT 密钥</span>
+                  <input
+                    v-model="pageState.renderForm.jwtSecret"
+                    type="password"
+                    autocomplete="off"
+                    @focus="clearRenderSecretMask"
+                    :placeholder="pageState.renderForm.jwtSecretConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
+                  />
+                  <small v-if="pageState.renderForm.jwtSecretConfigured" class="secret-bound-state">
+                    <i class="mdi mdi-database-lock"></i>
+                    <span>已从数据库加密加载，预览签名会使用已保存密钥。</span>
+                  </small>
+                </label>
+              </div>
+            </section>
+          </template>
+
+          <template v-else-if="activeSection === 'logs'">
+            <section class="settings-card">
+              <div class="card-head">
+                <div class="card-title-with-icon">
+                  <div class="model-icon-box slate">
+                    <i class="mdi mdi-text-box-search-outline"></i>
+                  </div>
+                  <div>
+                    <h4>日志级别与留存</h4>
+                    <p>定义系统记录粒度、归档周期和告警接收人，方便后续审计与排障。</p>
+                  </div>
                 </div>
               </div>
 
@@ -572,9 +388,14 @@
 
             <section class="settings-card">
               <div class="card-head">
-                <div>
+                <div class="card-title-with-icon">
-                  <h4>审计策略</h4>
+                  <div class="model-icon-box slate">
-                  <p>决定是否记录关键操作、登录行为以及是否对敏感字段进行脱敏处理。</p>
+                    <i class="mdi mdi-eye-check-outline"></i>
+                  </div>
+                  <div>
+                    <h4>审计策略</h4>
+                    <p>决定是否记录关键操作、登录行为以及是否对敏感字段进行脱敏处理。</p>
+                  </div>
                 </div>
               </div>
 
@@ -584,7 +405,7 @@
                     <strong>记录关键操作日志</strong>
                     <small>保存配置修改、审批动作和账户管理等重要事件。</small>
                   </span>
-                  <span class="switch" :class="{ active: pageState.logForm.operationAudit }"><i></i></span>
+                  <span class="switch-btn" :class="{ active: pageState.logForm.operationAudit }"><i></i></span>
                 </button>
 
                 <button class="switch-row" type="button" @click="toggleBoolean('logForm', 'loginAudit')">
@@ -592,7 +413,7 @@
                     <strong>记录登录审计</strong>
                     <small>追踪登录来源、登录结果和异常登录行为。</small>
                   </span>
-                  <span class="switch" :class="{ active: pageState.logForm.loginAudit }"><i></i></span>
+                  <span class="switch-btn" :class="{ active: pageState.logForm.loginAudit }"><i></i></span>
                 </button>
 
                 <button class="switch-row" type="button" @click="toggleBoolean('logForm', 'maskSensitive')">
@@ -600,106 +421,14 @@
                     <strong>敏感字段脱敏</strong>
                     <small>日志写入时自动隐藏密码、密钥与认证令牌。</small>
                   </span>
-                  <span class="switch" :class="{ active: pageState.logForm.maskSensitive }"><i></i></span>
+                  <span class="switch-btn" :class="{ active: pageState.logForm.maskSensitive }"><i></i></span>
                 </button>
               </div>
             </section>
           </template>
 
-          <template v-else>
+          <template v-else-if="activeSection === 'mail'">
-            <section class="settings-card">
+            <MailSettingsPanel :mail-form="pageState.mailForm" />
-              <div class="card-head">
-                <div>
-                  <h4>SMTP 基础配置</h4>
-                  <p>维护系统发信地址、认证账号和加密方式，用于审批提醒与系统通知。</p>
-                </div>
-              </div>
-
-              <div class="form-grid">
-                <label class="field">
-                  <span><em>*</em> SMTP Host</span>
-                  <input v-model="pageState.mailForm.smtpHost" type="text" placeholder="请输入 SMTP Host" />
-                </label>
-
-                <label class="field">
-                  <span><em>*</em> 端口</span>
-                  <input v-model.number="pageState.mailForm.port" type="number" min="1" max="65535" />
-                </label>
-
-                <label class="field">
-                  <span>加密方式</span>
-                  <select v-model="pageState.mailForm.encryption">
-                    <option value="SSL/TLS">SSL/TLS</option>
-                    <option value="STARTTLS">STARTTLS</option>
-                    <option value="None">无</option>
-                  </select>
-                </label>
-
-                <label class="field">
-                  <span>发件人名称</span>
-                  <input v-model="pageState.mailForm.senderName" type="text" placeholder="请输入发件人名称" />
-                </label>
-
-                <label class="field">
-                  <span><em>*</em> 发件人邮箱</span>
-                  <input v-model="pageState.mailForm.senderAddress" type="email" placeholder="请输入发件人邮箱" />
-                </label>
-
-                <label class="field">
-                  <span><em>*</em> 登录账号</span>
-                  <input v-model="pageState.mailForm.username" type="text" placeholder="请输入 SMTP 登录账号" />
-                </label>
-
-                <label class="field field-full">
-                  <span>SMTP 密码</span>
-                  <input
-                    v-model="pageState.mailForm.password"
-                    type="password"
-                    autocomplete="off"
-                    :placeholder="pageState.mailForm.passwordConfigured ? '已配置，如需修改请重新输入' : '保存后不会保留在草稿中'"
-                  />
-                </label>
-              </div>
-            </section>
-
-            <section class="settings-card">
-              <div class="card-head">
-                <div>
-                  <h4>通知策略</h4>
-                  <p>控制是否启用邮件通知、日报摘要以及默认接收邮箱。</p>
-                </div>
-              </div>
-
-              <div class="switch-group">
-                <button class="switch-row" type="button" @click="toggleBoolean('mailForm', 'alertEnabled')">
-                  <span class="switch-copy">
-                    <strong>启用系统通知</strong>
-                    <small>审批、异常告警和系统事件可通过邮件触达用户。</small>
-                  </span>
-                  <span class="switch" :class="{ active: pageState.mailForm.alertEnabled }"><i></i></span>
-                </button>
-
-                <button class="switch-row" type="button" @click="toggleBoolean('mailForm', 'digestEnabled')">
-                  <span class="switch-copy">
-                    <strong>启用日报摘要</strong>
-                    <small>按固定时间发送系统运行与待办摘要。</small>
-                  </span>
-                  <span class="switch" :class="{ active: pageState.mailForm.digestEnabled }"><i></i></span>
-                </button>
-              </div>
-
-              <div class="form-grid compact-grid">
-                <label class="field">
-                  <span>摘要发送时间</span>
-                  <input v-model="pageState.mailForm.digestTime" type="time" />
-                </label>
-
-                <label class="field">
-                  <span>默认接收邮箱</span>
-                  <input v-model="pageState.mailForm.defaultReceiver" type="email" placeholder="请输入默认接收邮箱" />
-                </label>
-              </div>
-            </section>
           </template>
         </div>
       </div>
@@ -709,4 +438,5 @@
 
 <script src="./scripts/SettingsView.js"></script>
 
+<style scoped src="../assets/styles/views/settings-view-form.css"></style>
 <style scoped src="../assets/styles/views/settings-view.css"></style>

web/src/views/scripts/HermesEmployeeSettingsPanel.js

@@ -0,0 +1,59 @@
+import { computed } from 'vue'
+import { HERMES_SIMPLE_TASKS } from '../../utils/hermesEmployeeSettingsModel.js'
+
+export default {
+  name: 'HermesEmployeeSettingsPanel',
+  props: {
+    hermesForm: {
+      type: Object,
+      required: true
+    }
+  },
+  emits: ['toggle-master', 'toggle-flag', 'toggle-task', 'update-task-time'],
+  setup(props) {
+    const TASK_METADATA = {
+      knowledgeAggregation: { icon: 'mdi-sync', color: 'indigo' },
+      ruleReviewDigest: { icon: 'mdi-bell-ring-outline', color: 'warning' },
+      riskSummary: { icon: 'mdi-shield-search', color: 'danger' },
+      archiveDigest: { icon: 'mdi-archive-outline', color: 'info' },
+      dailyStats: { icon: 'mdi-chart-line', color: 'success' },
+      monthlyStats: { icon: 'mdi-chart-bar', color: 'primary' },
+      yearlyStats: { icon: 'mdi-chart-pie', color: 'secondary' }
+    }
+
+    function getTaskIcon(taskId) {
+      return TASK_METADATA[taskId]?.icon || 'mdi-cog-outline'
+    }
+
+    function getTaskColorClass(taskId) {
+      return TASK_METADATA[taskId]?.color || 'default'
+    }
+
+    function isTaskOn(taskId) {
+      return Boolean(
+        props.hermesForm?.masterEnabled &&
+          props.hermesForm?.capabilities?.[taskId] &&
+          props.hermesForm?.schedules?.[taskId]?.enabled
+      )
+    }
+
+    function taskTime(taskId) {
+      return props.hermesForm?.schedules?.[taskId]?.time || '09:00'
+    }
+
+    const activeTasksCount = computed(() => {
+      return HERMES_SIMPLE_TASKS.filter(task => isTaskOn(task.id)).length
+    })
+
+    return {
+      HERMES_SIMPLE_TASKS,
+      isTaskOn,
+      taskTime,
+      getTaskIcon,
+      getTaskColorClass,
+      activeTasksCount
+    }
+  }
+}
+
+

web/src/views/scripts/LlmSettingsPanel.js

@@ -0,0 +1,194 @@
+import { ref } from 'vue'
+import { testModelConnectivity } from '../../services/settings.js'
+import { useToast } from '../../composables/useToast.js'
+
+const MODEL_SECRET_MASK = '********'
+
+const MODEL_TEST_CONFIGS = {
+  main: {
+    label: '主模型',
+    providerKey: 'mainProvider',
+    modelKey: 'mainModel',
+    endpointKey: 'mainEndpoint',
+    apiKeyKey: 'mainApiKey',
+    capability: 'chat'
+  },
+  backup: {
+    label: '备份模型',
+    providerKey: 'backupProvider',
+    modelKey: 'backupModel',
+    endpointKey: 'backupEndpoint',
+    apiKeyKey: 'backupApiKey',
+    capability: 'chat'
+  },
+  embedding: {
+    label: 'Embedding 模型',
+    providerKey: 'embeddingProvider',
+    modelKey: 'embeddingModel',
+    endpointKey: 'embeddingEndpoint',
+    apiKeyKey: 'embeddingApiKey',
+    capability: 'embedding'
+  },
+  reranker: {
+    label: 'Reranker 模型',
+    providerKey: 'rerankerProvider',
+    modelKey: 'rerankerModel',
+    endpointKey: 'rerankerEndpoint',
+    apiKeyKey: 'rerankerApiKey',
+    capability: 'reranker'
+  }
+}
+
+const CUSTOM_OPENAI_PROVIDER = 'Custom OpenAI Compatible'
+
+const PROVIDER_ENDPOINTS = {
+  MiniMax: 'https://api.minimaxi.com/v1',
+  GLM: 'https://open.bigmodel.cn/api/paas/v4/',
+  Kimi: 'https://api.moonshot.ai/v1',
+  Ali: 'https://dashscope.aliyuncs.com/compatible-mode/v1',
+  Codex: 'https://api.openai.com/v1',
+  Claude: 'https://api.anthropic.com/v1/',
+  Gemini: 'https://generativelanguage.googleapis.com/v1beta/openai/',
+  [CUSTOM_OPENAI_PROVIDER]: ''
+}
+
+const RERANKER_PROVIDER_ENDPOINTS = {
+  Ali: 'https://dashscope.aliyuncs.com/api/v1/services/rerank/text-rerank/text-rerank',
+  [CUSTOM_OPENAI_PROVIDER]: ''
+}
+
+const LEGACY_PROVIDER_MAP = {
+  'OpenAI Compatible': 'Codex',
+  'Azure OpenAI': CUSTOM_OPENAI_PROVIDER,
+  Ollama: CUSTOM_OPENAI_PROVIDER,
+  '自定义网关': CUSTOM_OPENAI_PROVIDER
+}
+
+function normalizeValue(value) {
+  return String(value ?? '').trim()
+}
+
+function normalizeProviderValue(value, fallback = 'Codex') {
+  const normalized = normalizeValue(value)
+
+  const providerOptions = Object.keys(PROVIDER_ENDPOINTS)
+  if (providerOptions.includes(normalized)) {
+    return normalized
+  }
+
+  if (LEGACY_PROVIDER_MAP[normalized]) {
+    return LEGACY_PROVIDER_MAP[normalized]
+  }
+
+  return fallback
+}
+
+function getProviderEndpoint(provider) {
+  return PROVIDER_ENDPOINTS[provider] ?? ''
+}
+
+function getRerankerEndpoint(provider) {
+  return RERANKER_PROVIDER_ENDPOINTS[provider] ?? getProviderEndpoint(provider)
+}
+
+function isModelConfigReady(provider, model, endpoint) {
+  return Boolean(normalizeValue(provider) && normalizeValue(model) && normalizeValue(endpoint))
+}
+
+function isModelSecretMask(value) {
+  return value === MODEL_SECRET_MASK
+}
+
+export default {
+  name: 'LlmSettingsPanel',
+  props: {
+    llmForm: {
+      type: Object,
+      required: true
+    },
+    providerOptions: {
+      type: Array,
+      required: true
+    }
+  },
+  setup(props) {
+    const { toast } = useToast()
+    const modelTestState = ref({
+      main: { status: 'idle', message: '' },
+      backup: { status: 'idle', message: '' },
+      embedding: { status: 'idle', message: '' },
+      reranker: { status: 'idle', message: '' }
+    })
+
+    function applyProviderPreset(testKey) {
+      const config = MODEL_TEST_CONFIGS[testKey]
+      const provider = normalizeProviderValue(props.llmForm[config.providerKey], CUSTOM_OPENAI_PROVIDER)
+
+      props.llmForm[config.providerKey] = provider
+      props.llmForm[config.endpointKey] =
+        testKey === 'reranker' ? getRerankerEndpoint(provider) : getProviderEndpoint(provider)
+    }
+
+    function getModelTestState(testKey) {
+      return modelTestState.value[testKey] || { status: 'idle', message: '' }
+    }
+
+    function isModelTesting(testKey) {
+      return getModelTestState(testKey).status === 'testing'
+    }
+
+    function clearModelSecretMask(testKey) {
+      const config = MODEL_TEST_CONFIGS[testKey]
+      if (isModelSecretMask(props.llmForm[config.apiKeyKey])) {
+        props.llmForm[config.apiKeyKey] = ''
+      }
+    }
+
+    async function testModelConnection(testKey) {
+      const config = MODEL_TEST_CONFIGS[testKey]
+      const provider = props.llmForm[config.providerKey]
+      const model = props.llmForm[config.modelKey]
+      const endpoint = props.llmForm[config.endpointKey]
+      const apiKey = props.llmForm[config.apiKeyKey]
+
+      if (!isModelConfigReady(provider, model, endpoint)) {
+        const message = `请先完整填写${config.label}的供应商、模型名称和接口地址。`
+        modelTestState.value[testKey] = { status: 'error', message }
+        toast(message)
+        return
+      }
+
+      modelTestState.value[testKey] = { status: 'testing', message: '正在测试模型连通性...' }
+
+      const payload = {
+        provider,
+        model,
+        endpoint,
+        api_key: isModelSecretMask(apiKey) ? '' : apiKey,
+        capability: config.capability,
+        slot: testKey
+      }
+
+      try {
+        const result = await testModelConnectivity(payload)
+        modelTestState.value[testKey] = {
+          status: result.ok ? 'success' : 'error',
+          message: result.detail || (result.ok ? '模型连接成功。' : '模型连接失败。')
+        }
+        toast(modelTestState.value[testKey].message)
+      } catch (error) {
+        const message = error.message || '模型测试请求失败，请确认 FastAPI 已启动。'
+        modelTestState.value[testKey] = { status: 'error', message }
+        toast(message)
+      }
+    }
+
+    return {
+      applyProviderPreset,
+      getModelTestState,
+      isModelTesting,
+      clearModelSecretMask,
+      testModelConnection
+    }
+  }
+}

web/src/views/scripts/MailSettingsPanel.js

@@ -0,0 +1,20 @@
+export default {
+  name: 'MailSettingsPanel',
+  props: {
+    mailForm: {
+      type: Object,
+      required: true
+    }
+  },
+  setup(props) {
+    function toggleField(field) {
+      if (props.mailForm) {
+        props.mailForm[field] = !props.mailForm[field]
+      }
+    }
+
+    return {
+      toggleField
+    }
+  }
+}

web/src/views/scripts/SettingsView.js

@@ -1,914 +1,21 @@
-import { computed, onBeforeUnmount, onMounted, ref } from 'vue'
+import HermesEmployeeSettingsPanel from '../HermesEmployeeSettingsPanel.vue'
-
+import LlmSettingsPanel from '../LlmSettingsPanel.vue'
-import { useSystemState } from '../../composables/useSystemState.js'
+import MailSettingsPanel from '../MailSettingsPanel.vue'
-import { fetchSettings, saveSettings, testModelConnectivity } from '../../services/settings.js'
+import { useSettings } from '../../composables/useSettings.js'
-import { useToast } from '../../composables/useToast.js'
+
-
+export default {
-const SETTINGS_STORAGE_KEY = 'x-financial-settings-draft'
+  name: 'SettingsView',
-const CURRENT_YEAR = new Date().getFullYear()
+  components: {
-const CUSTOM_OPENAI_PROVIDER = 'Custom OpenAI Compatible'
+    HermesEmployeeSettingsPanel,
-const MODEL_SECRET_MASK = '********'
+    LlmSettingsPanel,
-const RENDER_SECRET_MASK = '********'
+    MailSettingsPanel
-
-const SECTION_DEFINITIONS = [
-  {
-    id: 'profile',
-    label: '企业信息',
-    title: '系统基本信息',
-    desc: '公司名称、品牌与版权',
-    longDesc: '统一维护企业名称、系统显示名称和版权信息，保存后会同步更新当前系统品牌展示。',
-    actionLabel: '保存企业信息'
-  },
-  {
-    id: 'admin',
-    label: '管理员安全',
-    title: '管理员账号与安全策略',
-    desc: '账号、密码与登录安全',
-    longDesc: '集中管理管理员账号、邮箱和登录安全策略。密码仅在当前输入时可见，不会写入浏览器草稿。',
-    actionLabel: '保存安全设置'
   },
-  {
+  setup() {
-    id: 'session',
+    const settings = useSettings()
-    label: '会话设置',
-    title: '会话留存设置',
-    desc: '会话保留天数',
-    longDesc: '统一配置智能体会话的保留天数。超过保留期的历史会话会在后端清理，避免上下文和管理成本无限增长。',
-    actionLabel: '保存会话设置'
-  },
-  {
-    id: 'llm',
-    label: '大语言模型',
-    title: '模型接入配置',
-    desc: '主模型、备份模型与检索模型',
-    longDesc: '集中维护主模型、备份模型、Embedding 模型和 Reranker 模型的接入参数，供 AI 助手和检索链路调用。',
-    actionLabel: '保存模型配置'
-  },
-  {
-    id: 'rendering',
-    label: '文件渲染',
-    title: '文件渲染',
-    desc: '文档预览服务与访问密钥',
-    longDesc: '维护文件渲染开关、文档服务对外地址和 JWT 密钥，后端回调地址继续由部署配置管理。',
-    actionLabel: '保存文件渲染配置'
-  },
-  {
-    id: 'logs',
-    label: '日志策略',
-    title: '日志与审计策略',
-    desc: '日志级别、留存与脱敏',
-    longDesc: '定义系统日志级别、留存周期和审计策略，保证问题排查和合规审计可追溯。',
-    actionLabel: '保存日志策略'
-  },
-  {
-    id: 'mail',
-    label: '邮箱设置',
-    title: '邮箱通知配置',
-    desc: 'SMTP 与通知投递策略',
-    longDesc: '维护系统邮件发送配置和通知投递策略，审批、告警和摘要邮件都会依赖这里的设置。',
-    actionLabel: '保存邮箱配置'
-  }
-]
-
-const LOG_LEVELS = ['DEBUG', 'INFO', 'WARN', 'ERROR']
-
-const PROVIDER_OPTIONS = [
-  'MiniMax',
-  'GLM',
-  'Kimi',
-  'Ali',
-  'Codex',
-  'Claude',
-  'Gemini',
-  CUSTOM_OPENAI_PROVIDER
-]
-
-const PROVIDER_ENDPOINTS = {
-  MiniMax: 'https://api.minimaxi.com/v1',
-  GLM: 'https://open.bigmodel.cn/api/paas/v4/',
-  Kimi: 'https://api.moonshot.ai/v1',
-  Ali: 'https://dashscope.aliyuncs.com/compatible-mode/v1',
-  Codex: 'https://api.openai.com/v1',
-  Claude: 'https://api.anthropic.com/v1/',
-  Gemini: 'https://generativelanguage.googleapis.com/v1beta/openai/',
-  [CUSTOM_OPENAI_PROVIDER]: ''
-}
-
-const RERANKER_PROVIDER_ENDPOINTS = {
-  Ali: 'https://dashscope.aliyuncs.com/api/v1/services/rerank/text-rerank/text-rerank',
-  [CUSTOM_OPENAI_PROVIDER]: ''
-}
-
-const LEGACY_PROVIDER_MAP = {
-  'OpenAI Compatible': 'Codex',
-  'Azure OpenAI': CUSTOM_OPENAI_PROVIDER,
-  Ollama: CUSTOM_OPENAI_PROVIDER,
-  '自定义网关': CUSTOM_OPENAI_PROVIDER
-}
-
-const MODEL_TEST_CONFIGS = {
-  main: {
-    label: '主模型',
-    providerKey: 'mainProvider',
-    modelKey: 'mainModel',
-    endpointKey: 'mainEndpoint',
-    apiKeyKey: 'mainApiKey',
-    capability: 'chat'
-  },
-  backup: {
-    label: '备份模型',
-    providerKey: 'backupProvider',
-    modelKey: 'backupModel',
-    endpointKey: 'backupEndpoint',
-    apiKeyKey: 'backupApiKey',
-    capability: 'chat'
-  },
-  embedding: {
-    label: 'Embedding 模型',
-    providerKey: 'embeddingProvider',
-    modelKey: 'embeddingModel',
-    endpointKey: 'embeddingEndpoint',
-    apiKeyKey: 'embeddingApiKey',
-    capability: 'embedding'
-  },
-  reranker: {
-    label: 'Reranker 模型',
-    providerKey: 'rerankerProvider',
-    modelKey: 'rerankerModel',
-    endpointKey: 'rerankerEndpoint',
-    apiKeyKey: 'rerankerApiKey',
-    capability: 'reranker'
-  }
-}
-
-const MODEL_API_KEY_CONFIGS = Object.values(MODEL_TEST_CONFIGS)
-const SESSION_RETENTION_OPTIONS = Array.from({ length: 10 }, (_item, index) => ({
-  value: index + 1,
-  label: `${index + 1} 天`
-}))
-
-function normalizeValue(value) {
-  return String(value ?? '').trim()
-}
-
-function normalizeProviderValue(value, fallback = 'Codex') {
-  const normalized = normalizeValue(value)
-
-  if (PROVIDER_OPTIONS.includes(normalized)) {
-    return normalized
-  }
-
-  if (LEGACY_PROVIDER_MAP[normalized]) {
-    return LEGACY_PROVIDER_MAP[normalized]
-  }
-
-  return fallback
-}
-
-function getProviderEndpoint(provider) {
-  return PROVIDER_ENDPOINTS[provider] ?? ''
-}
-
-function getRerankerEndpoint(provider) {
-  return RERANKER_PROVIDER_ENDPOINTS[provider] ?? getProviderEndpoint(provider)
-}
-
-function buildDefaultState(companyProfile, currentUser) {
-  const companyName = normalizeValue(companyProfile?.name) || 'X-Financial'
-  const companyCode = normalizeValue(companyProfile?.code) || 'XF-001'
-  const adminEmail =
-    normalizeValue(companyProfile?.adminEmail) ||
-    normalizeValue(currentUser?.email) ||
-    'admin@example.com'
-  const adminAccount = normalizeValue(currentUser?.username) || 'superadmin'
-
-  return {
-    companyForm: {
-      companyName,
-      displayName: companyName,
-      companyCode,
-      recordNumber: '',
-      copyright: `Copyright © 2024-${CURRENT_YEAR} ${companyName}. All Rights Reserved.`
-    },
-    adminForm: {
-      adminAccount,
-      adminEmail,
-      newPassword: '',
-      confirmPassword: '',
-      sessionTimeout: Number(import.meta.env.VITE_AUTH_IDLE_TIMEOUT_MINUTES || 30),
-      noticeEmail: adminEmail,
-      mfaEnabled: true,
-      strongPassword: true,
-      loginAlertEnabled: true,
-      adminPasswordConfigured: false
-    },
-    sessionForm: {
-      conversationRetentionDays: 3
-    },
-    llmForm: {
-      mainProvider: 'Codex',
-      mainModel: 'codex-mini-latest',
-      mainEndpoint: getProviderEndpoint('Codex'),
-      mainApiKey: '',
-      mainApiKeyConfigured: false,
-      backupProvider: 'GLM',
-      backupModel: 'glm-5.1',
-      backupEndpoint: getProviderEndpoint('GLM'),
-      backupApiKey: '',
-      backupApiKeyConfigured: false,
-      embeddingProvider: 'GLM',
-      embeddingModel: 'Embedding-3',
-      embeddingEndpoint: getProviderEndpoint('GLM'),
-      embeddingApiKey: '',
-      embeddingApiKeyConfigured: false,
-      rerankerProvider: 'Ali',
-      rerankerModel: 'gte-rerank-v2',
-      rerankerEndpoint: getRerankerEndpoint('Ali'),
-      rerankerApiKey: '',
-      rerankerApiKeyConfigured: false
-    },
-    renderForm: {
-      enabled: false,
-      publicUrl: '',
-      jwtSecret: '',
-      jwtSecretConfigured: false
-    },
-    logForm: {
-      level: 'INFO',
-      retentionDays: 180,
-      archiveCycle: 'weekly',
-      logPath: 'server/logs/app.log',
-      alertEmail: adminEmail,
-      operationAudit: true,
-      loginAudit: true,
-      maskSensitive: true
-    },
-    mailForm: {
-      smtpHost: 'smtp.exmail.qq.com',
-      port: 465,
-      encryption: 'SSL/TLS',
-      senderName: companyName,
-      senderAddress: adminEmail,
-      username: adminEmail,
-      password: '',
-      passwordConfigured: false,
-      alertEnabled: true,
-      digestEnabled: false,
-      digestTime: '09:00',
-      defaultReceiver: adminEmail
-    }
-  }
-}
-
-function readStoredSettings() {
-  if (typeof window === 'undefined') {
-    return null
-  }
-
-  const raw = window.sessionStorage.getItem(SETTINGS_STORAGE_KEY)
-  if (!raw) {
-    return null
-  }
-
-  try {
-    return JSON.parse(raw)
-  } catch {
-    return null
-  }
-}
-
-function mergeState(baseState, overrideState) {
-  const mergedLlmForm = { ...baseState.llmForm, ...(overrideState?.llmForm || {}) }
-
-  mergedLlmForm.mainProvider = normalizeProviderValue(mergedLlmForm.mainProvider, baseState.llmForm.mainProvider)
-  mergedLlmForm.backupProvider = normalizeProviderValue(mergedLlmForm.backupProvider, baseState.llmForm.backupProvider)
-  mergedLlmForm.embeddingProvider = normalizeProviderValue(
-    mergedLlmForm.embeddingProvider,
-    baseState.llmForm.embeddingProvider
-  )
-  mergedLlmForm.rerankerProvider = normalizeProviderValue(
-    mergedLlmForm.rerankerProvider,
-    baseState.llmForm.rerankerProvider
-  )
-
-  return {
-    companyForm: { ...baseState.companyForm, ...(overrideState?.companyForm || {}) },
-    adminForm: { ...baseState.adminForm, ...(overrideState?.adminForm || {}) },
-    sessionForm: { ...baseState.sessionForm, ...(overrideState?.sessionForm || {}) },
-    llmForm: mergedLlmForm,
-    renderForm: { ...baseState.renderForm, ...(overrideState?.renderForm || {}) },
-    logForm: { ...baseState.logForm, ...(overrideState?.logForm || {}) },
-    mailForm: { ...baseState.mailForm, ...(overrideState?.mailForm || {}) }
-  }
-}
-
-function sanitizeForStorage(state) {
-  return {
-    companyForm: { ...state.companyForm },
-    adminForm: {
-      ...state.adminForm,
-      newPassword: '',
-      confirmPassword: ''
-    },
-    sessionForm: { ...state.sessionForm },
-    llmForm: {
-      ...state.llmForm,
-      mainApiKey: '',
-      backupApiKey: '',
-      embeddingApiKey: '',
-      rerankerApiKey: ''
-    },
-    renderForm: {
-      ...state.renderForm,
-      jwtSecret: ''
-    },
-    logForm: { ...state.logForm },
-    mailForm: {
-      ...state.mailForm,
-      password: ''
-    }
-  }
-}
-
-function getModelConfiguredKey(apiKeyKey) {
-  return `${apiKeyKey}Configured`
-}
-
-function isModelSecretMask(value) {
-  return value === MODEL_SECRET_MASK
-}
-
-function maskConfiguredModelSecrets(state) {
-  for (const config of MODEL_API_KEY_CONFIGS) {
-    const configuredKey = getModelConfiguredKey(config.apiKeyKey)
-
-    if (state.llmForm[configuredKey] && !normalizeValue(state.llmForm[config.apiKeyKey])) {
-      state.llmForm[config.apiKeyKey] = MODEL_SECRET_MASK
-    }
-  }
-
-  return state
-}
-
-function buildLlmPayload(llmForm) {
-  const payload = { ...llmForm }
-
-  for (const config of MODEL_API_KEY_CONFIGS) {
-    if (isModelSecretMask(payload[config.apiKeyKey])) {
-      payload[config.apiKeyKey] = ''
-    }
-  }
-
-  return payload
-}
-
-function isRenderSecretMask(value) {
-  return value === RENDER_SECRET_MASK
-}
-
-function maskConfiguredRenderSecret(state) {
-  if (state.renderForm.jwtSecretConfigured && !normalizeValue(state.renderForm.jwtSecret)) {
-    state.renderForm.jwtSecret = RENDER_SECRET_MASK
-  }
-
-  return state
-}
-
-function buildRenderPayload(renderForm) {
-  const payload = { ...renderForm }
-
-  if (isRenderSecretMask(payload.jwtSecret)) {
-    payload.jwtSecret = ''
-  }
-
-  return payload
-}
-
-function persistSettings(state) {
-  if (typeof window === 'undefined') {
-    return
-  }
-
-  window.sessionStorage.setItem(SETTINGS_STORAGE_KEY, JSON.stringify(sanitizeForStorage(state)))
-}
-
-function isModelConfigReady(provider, model, endpoint) {
-  return Boolean(normalizeValue(provider) && normalizeValue(model) && normalizeValue(endpoint))
-}
-
-function computeSectionStatus(state) {
-  return {
-    profile: Boolean(
-      normalizeValue(state.companyForm.companyName) &&
-        normalizeValue(state.companyForm.displayName) &&
-        normalizeValue(state.companyForm.copyright)
-    ),
-    admin: Boolean(
-      normalizeValue(state.adminForm.adminAccount) &&
-        normalizeValue(state.adminForm.adminEmail) &&
-        Number(state.adminForm.sessionTimeout) >= 5
-    ),
-    session: Boolean(
-      Number(state.sessionForm.conversationRetentionDays) >= 1 &&
-        Number(state.sessionForm.conversationRetentionDays) <= 10
-    ),
-    llm: Boolean(
-      isModelConfigReady(state.llmForm.mainProvider, state.llmForm.mainModel, state.llmForm.mainEndpoint) &&
-        isModelConfigReady(state.llmForm.backupProvider, state.llmForm.backupModel, state.llmForm.backupEndpoint) &&
-        isModelConfigReady(
-          state.llmForm.embeddingProvider,
-          state.llmForm.embeddingModel,
-          state.llmForm.embeddingEndpoint
-        ) &&
-        isModelConfigReady(
-          state.llmForm.rerankerProvider,
-          state.llmForm.rerankerModel,
-          state.llmForm.rerankerEndpoint
-        )
-    ),
-    rendering: Boolean(
-      !state.renderForm.enabled ||
-        (normalizeValue(state.renderForm.publicUrl) &&
-          (normalizeValue(state.renderForm.jwtSecret) || state.renderForm.jwtSecretConfigured))
-    ),
-    logs: Boolean(
-      normalizeValue(state.logForm.level) &&
-        Number(state.logForm.retentionDays) > 0 &&
-        normalizeValue(state.logForm.logPath)
-    ),
-    mail: Boolean(
-      normalizeValue(state.mailForm.smtpHost) &&
-        Number(state.mailForm.port) > 0 &&
-        normalizeValue(state.mailForm.senderAddress) &&
-        normalizeValue(state.mailForm.username)
-    )
-  }
-}
-
-export default {
-  name: 'SettingsView',
-  setup() {
-    const { toast } = useToast()
-    const { companyProfile, currentUser, updateCompanyProfilePreview } = useSystemState()
-
-    const buildResolvedDefaults = () => buildDefaultState(companyProfile.value, currentUser.value)
-    const pageState = ref(mergeState(buildResolvedDefaults(), readStoredSettings()))
-    const activeSection = ref('profile')
-    const sessionRetentionPickerOpen = ref(false)
-    const sessionRetentionPickerRef = ref(null)
-    const modelTestState = ref({
-      main: { status: 'idle', message: '' },
-      backup: { status: 'idle', message: '' },
-      embedding: { status: 'idle', message: '' },
-      reranker: { status: 'idle', message: '' }
-    })
-
-    const sections = SECTION_DEFINITIONS
-    const logLevels = LOG_LEVELS
-    const providerOptions = PROVIDER_OPTIONS
-    const sessionRetentionOptions = SESSION_RETENTION_OPTIONS
-
-    const sectionStatus = computed(() => computeSectionStatus(pageState.value))
-    const completedSectionCount = computed(() => Object.values(sectionStatus.value).filter(Boolean).length)
-    const activeSectionConfig = computed(
-      () => sections.find((section) => section.id === activeSection.value) || sections[0]
-    )
-
-    function updateBrandPreviewFromState(state) {
-      updateCompanyProfilePreview({
-        name: normalizeValue(state.companyForm.displayName),
-        code: normalizeValue(state.companyForm.companyCode),
-        adminEmail: normalizeValue(state.adminForm.adminEmail)
-      })
-    }
-
-    function applyLoadedSnapshot(snapshot, options = {}) {
-      const {
-        mergeDraft = false,
-        preserveModelApiKeys = false,
-        preserveAdminPasswords = false,
-        preserveRenderSecret = false,
-        preserveMailPassword = false
-      } = options
-
-      const currentState = pageState.value
-      let nextState = mergeState(buildResolvedDefaults(), snapshot)
-
-      if (mergeDraft) {
-        nextState = mergeState(nextState, readStoredSettings())
-      }
-
-      if (preserveModelApiKeys) {
-        nextState.llmForm.mainApiKey = currentState.llmForm.mainApiKey
-        nextState.llmForm.backupApiKey = currentState.llmForm.backupApiKey
-        nextState.llmForm.embeddingApiKey = currentState.llmForm.embeddingApiKey
-        nextState.llmForm.rerankerApiKey = currentState.llmForm.rerankerApiKey
-      }
-
-      if (preserveAdminPasswords) {
-        nextState.adminForm.newPassword = currentState.adminForm.newPassword
-        nextState.adminForm.confirmPassword = currentState.adminForm.confirmPassword
-      }
-
-      if (preserveRenderSecret) {
-        nextState.renderForm.jwtSecret = currentState.renderForm.jwtSecret
-      }
-
-      if (preserveMailPassword) {
-        nextState.mailForm.password = currentState.mailForm.password
-      }
-
-      pageState.value = maskConfiguredRenderSecret(maskConfiguredModelSecrets(nextState))
-      persistSettings(pageState.value)
-      updateBrandPreviewFromState(pageState.value)
-    }
-
-    async function loadSettingsSnapshot() {
-      try {
-        const snapshot = await fetchSettings()
-        applyLoadedSnapshot(snapshot, { mergeDraft: true })
-      } catch (error) {
-        persistSettings(pageState.value)
-        updateBrandPreviewFromState(pageState.value)
-        toast(error.message || '无法加载已保存设置，继续使用当前会话草稿。')
-      }
-    }
-
-    function buildSettingsPayload() {
-      return {
-        companyForm: { ...pageState.value.companyForm },
-        adminForm: { ...pageState.value.adminForm },
-        sessionForm: { ...pageState.value.sessionForm },
-        llmForm: buildLlmPayload(pageState.value.llmForm),
-        renderForm: buildRenderPayload(pageState.value.renderForm),
-        logForm: { ...pageState.value.logForm },
-        mailForm: { ...pageState.value.mailForm }
-      }
-    }
-
-    async function persistRemoteSettings(successMessage, options = {}) {
-      try {
-        const snapshot = await saveSettings(buildSettingsPayload())
-        applyLoadedSnapshot(snapshot, options)
-        toast(successMessage)
-        return true
-      } catch (error) {
-        toast(error.message || '设置保存失败，请稍后重试。')
-        return false
-      }
-    }
-
-    function activateSection(sectionId) {
-      sessionRetentionPickerOpen.value = false
-      activeSection.value = sectionId
-    }
-
-    function toggleBoolean(formKey, field) {
-      pageState.value[formKey][field] = !pageState.value[formKey][field]
-    }
-
-    function toggleSessionRetentionPicker() {
-      sessionRetentionPickerOpen.value = !sessionRetentionPickerOpen.value
-    }
-
-    function closeSessionRetentionPicker() {
-      sessionRetentionPickerOpen.value = false
-    }
-
-    function selectSessionRetentionDays(value) {
-      pageState.value.sessionForm.conversationRetentionDays = Number(value)
-      closeSessionRetentionPicker()
-    }
-
-    function handleDocumentPointerDown(event) {
-      if (!sessionRetentionPickerOpen.value) {
-        return
-      }
-
-      const target = event.target
-      if (sessionRetentionPickerRef.value?.contains(target)) {
-        return
-      }
-
-      closeSessionRetentionPicker()
-    }
-
-    function applyProviderPreset(testKey) {
-      const config = MODEL_TEST_CONFIGS[testKey]
-      const llmForm = pageState.value.llmForm
-      const provider = normalizeProviderValue(llmForm[config.providerKey], CUSTOM_OPENAI_PROVIDER)
-
-      llmForm[config.providerKey] = provider
-      llmForm[config.endpointKey] =
-        slot === 'reranker' ? getRerankerEndpoint(provider) : getProviderEndpoint(provider)
-    }
-
-    function getModelTestState(testKey) {
-      return modelTestState.value[testKey] || { status: 'idle', message: '' }
-    }
-
-    function isModelTesting(testKey) {
-      return getModelTestState(testKey).status === 'testing'
-    }
-
-    function buildModelTestPayload(testKey) {
-      const config = MODEL_TEST_CONFIGS[testKey]
-      const llmForm = pageState.value.llmForm
-      const apiKey = llmForm[config.apiKeyKey]
-
-      return {
-        provider: llmForm[config.providerKey],
-        model: llmForm[config.modelKey],
-        endpoint: llmForm[config.endpointKey],
-        api_key: isModelSecretMask(apiKey) ? '' : apiKey,
-        capability: config.capability,
-        slot: testKey
-      }
-    }
-
-    function clearModelSecretMask(testKey) {
-      const config = MODEL_TEST_CONFIGS[testKey]
-
-      if (isModelSecretMask(pageState.value.llmForm[config.apiKeyKey])) {
-        pageState.value.llmForm[config.apiKeyKey] = ''
-      }
-    }
-
-    function clearRenderSecretMask() {
-      if (isRenderSecretMask(pageState.value.renderForm.jwtSecret)) {
-        pageState.value.renderForm.jwtSecret = ''
-      }
-    }
-
-    async function testModelConnection(testKey) {
-      const config = MODEL_TEST_CONFIGS[testKey]
-      const payload = buildModelTestPayload(testKey)
-
-      if (!isModelConfigReady(payload.provider, payload.model, payload.endpoint)) {
-        const message = `请先完整填写${config.label}的供应商、模型名称和接口地址。`
-        modelTestState.value[testKey] = { status: 'error', message }
-        toast(message)
-        return
-      }
-
-      modelTestState.value[testKey] = { status: 'testing', message: '正在测试模型连通性...' }
-
-      try {
-        const result = await testModelConnectivity(payload)
-
-        modelTestState.value[testKey] = {
-          status: result.ok ? 'success' : 'error',
-          message: result.detail || (result.ok ? '模型连接成功。' : '模型连接失败。')
-        }
-
-        toast(modelTestState.value[testKey].message)
-      } catch (error) {
-        const message = error.message || '模型测试请求失败，请确认 FastAPI 已启动。'
-        modelTestState.value[testKey] = { status: 'error', message }
-        toast(message)
-      }
-    }
-
-    async function saveProfileSection() {
-      const companyForm = pageState.value.companyForm
-
-      if (!normalizeValue(companyForm.companyName)) {
-        toast('请输入企业名称。')
-        return
-      }
-
-      if (!normalizeValue(companyForm.displayName)) {
-        toast('请输入系统显示名称。')
-        return
-      }
-
-      if (!normalizeValue(companyForm.copyright)) {
-        toast('请输入版权信息。')
-        return
-      }
-
-      pageState.value.mailForm.senderName = normalizeValue(companyForm.displayName)
-      await persistRemoteSettings('企业信息已保存并应用到当前系统。', {
-        preserveModelApiKeys: true,
-        preserveAdminPasswords: true,
-        preserveRenderSecret: true,
-        preserveMailPassword: true
-      })
-    }
-
-    async function saveAdminSection() {
-      const adminForm = pageState.value.adminForm
-
-      if (!normalizeValue(adminForm.adminAccount)) {
-        toast('请输入管理员账号。')
-        return
-      }
-
-      if (!normalizeValue(adminForm.adminEmail)) {
-        toast('请输入管理员邮箱。')
-        return
-      }
-
-      if (Number(adminForm.sessionTimeout) < 5) {
-        toast('会话超时时间不能少于 5 分钟。')
-        return
-      }
-
-      if (adminForm.newPassword) {
-        if (adminForm.newPassword.length < 5) {
-          toast('管理员密码至少需要 5 位。')
-          return
-        }
-
-        if (adminForm.newPassword !== adminForm.confirmPassword) {
-          toast('两次输入的管理员密码不一致。')
-          return
-        }
-      }
-
-      await persistRemoteSettings('管理员安全设置已保存。', {
-        preserveModelApiKeys: true,
-        preserveAdminPasswords: false,
-        preserveRenderSecret: true,
-        preserveMailPassword: true
-      })
-    }
-
-    async function saveSessionSection() {
-      const sessionForm = pageState.value.sessionForm
-      const retentionDays = Number(sessionForm.conversationRetentionDays)
-
-      if (retentionDays < 1 || retentionDays > 10) {
-        toast('会话保留天数必须在 1 到 10 天之间。')
-        return
-      }
-
-      await persistRemoteSettings('会话设置已保存。', {
-        preserveModelApiKeys: true,
-        preserveAdminPasswords: true,
-        preserveRenderSecret: true,
-        preserveMailPassword: true
-      })
-    }
-
-    async function saveLlmSection() {
-      const llmForm = pageState.value.llmForm
-      const modelConfigs = [
-        ['主模型', llmForm.mainProvider, llmForm.mainModel, llmForm.mainEndpoint],
-        ['备份模型', llmForm.backupProvider, llmForm.backupModel, llmForm.backupEndpoint],
-        ['Embedding 模型', llmForm.embeddingProvider, llmForm.embeddingModel, llmForm.embeddingEndpoint],
-        ['Reranker 模型', llmForm.rerankerProvider, llmForm.rerankerModel, llmForm.rerankerEndpoint]
-      ]
-
-      for (const [label, provider, model, endpoint] of modelConfigs) {
-        if (!isModelConfigReady(provider, model, endpoint)) {
-          toast(`请完整填写${label}的供应商、模型名称和接口地址。`)
-          return
-        }
-      }
-
-      await persistRemoteSettings('模型配置已保存。', {
-        preserveModelApiKeys: true,
-        preserveAdminPasswords: true,
-        preserveRenderSecret: true,
-        preserveMailPassword: true
-      })
-    }
-
-    async function saveRenderingSection() {
-      const renderForm = pageState.value.renderForm
-
-      if (renderForm.enabled && !normalizeValue(renderForm.publicUrl)) {
-        toast('启用 ONLYOFFICE 时请输入服务地址。')
-        return
-      }
-
-      if (renderForm.enabled && !normalizeValue(renderForm.jwtSecret) && !renderForm.jwtSecretConfigured) {
-        toast('启用 ONLYOFFICE 时请输入 JWT 密钥。')
-        return
-      }
-
-      await persistRemoteSettings('文件渲染配置已保存。', {
-        preserveModelApiKeys: true,
-        preserveAdminPasswords: true,
-        preserveRenderSecret: false,
-        preserveMailPassword: true
-      })
-    }
-
-    async function saveLogsSection() {
-      const logForm = pageState.value.logForm
-
-      if (!normalizeValue(logForm.level) || Number(logForm.retentionDays) <= 0) {
-        toast('请填写有效的日志级别和留存天数。')
-        return
-      }
-
-      if (!normalizeValue(logForm.logPath)) {
-        toast('请输入日志路径。')
-        return
-      }
-
-      await persistRemoteSettings('日志策略已保存。', {
-        preserveModelApiKeys: true,
-        preserveAdminPasswords: true,
-        preserveRenderSecret: true,
-        preserveMailPassword: true
-      })
-    }
-
-    async function saveMailSection() {
-      const mailForm = pageState.value.mailForm
-
-      if (!normalizeValue(mailForm.smtpHost) || Number(mailForm.port) <= 0) {
-        toast('请填写有效的 SMTP Host 和端口。')
-        return
-      }
-
-      if (!normalizeValue(mailForm.senderAddress) || !normalizeValue(mailForm.username)) {
-        toast('请填写发件人邮箱和 SMTP 登录账号。')
-        return
-      }
-
-      await persistRemoteSettings('邮箱配置已保存。', {
-        preserveModelApiKeys: true,
-        preserveAdminPasswords: true,
-        preserveRenderSecret: true,
-        preserveMailPassword: false
-      })
-    }
-
-    async function saveActiveSection() {
-      if (activeSection.value === 'profile') {
-        await saveProfileSection()
-        return
-      }
-
-      if (activeSection.value === 'admin') {
-        await saveAdminSection()
-        return
-      }
-
-      if (activeSection.value === 'session') {
-        await saveSessionSection()
-        return
-      }
-
-      if (activeSection.value === 'llm') {
-        await saveLlmSection()
-        return
-      }
-
-      if (activeSection.value === 'logs') {
-        await saveLogsSection()
-        return
-      }
-
-      if (activeSection.value === 'rendering') {
-        await saveRenderingSection()
-        return
-      }
-
-      await saveMailSection()
-    }
-
-    onMounted(() => {
-      if (typeof document !== 'undefined') {
-        document.addEventListener('pointerdown', handleDocumentPointerDown)
-      }
-      loadSettingsSnapshot()
-    })
-
-    onBeforeUnmount(() => {
-      if (typeof document !== 'undefined') {
-        document.removeEventListener('pointerdown', handleDocumentPointerDown)
-      }
-    })
 
     return {
-      activeSection,
+      ...settings
-      activeSectionConfig,
-      activateSection,
-      applyProviderPreset,
-      clearRenderSecretMask,
-      clearModelSecretMask,
-      completedSectionCount,
-      getModelTestState,
-      isModelTesting,
-      logLevels,
-      modelTestState,
-      pageState,
-      providerOptions,
-      sessionRetentionOptions,
-      sessionRetentionPickerOpen,
-      sessionRetentionPickerRef,
-      saveActiveSection,
-      sectionStatus,
-      sections,
-      selectSessionRetentionDays,
-      testModelConnection,
-      toggleSessionRetentionPicker,
-      closeSessionRetentionPicker,
-      toggleBoolean
     }
   }
 }
+

web/src/views/scripts/TravelReimbursementCreateView.js

@@ -93,8 +93,11 @@ import {
   buildReviewStateLabel,
   buildReviewStateTone,
   buildReviewPlainFollowupCopy,
+  buildReviewNextStepRichCopy,
+  buildReviewRiskLevelCounts,
   resolveReviewFooterActions,
   resolveReviewSaveDraftAction,
+  resolveReviewNextStepAction,
   buildReviewPrimaryButtonLabel,
   buildReviewIntentText,
   buildReviewSceneValue,
@@ -129,6 +132,7 @@ import {
   buildOcrSummaryFromDocuments,
   buildReviewFilePreviewsFromReviewPayload,
   extractReviewAttachmentNames,
+  isTemporaryPreviewUrl,
   mergeFilePreviews,
   mergeFilesWithLimit,
   mergeUploadAttachmentNames,
@@ -169,6 +173,11 @@ const REVIEW_RISK_LEVEL_META = {
     icon: 'mdi mdi-alert-circle-outline',
     suggestion: '提交前建议核对业务真实性、附件完整性和规则口径。'
   },
+  info: {
+    label: '提示',
+    icon: 'mdi mdi-information-outline',
+    suggestion: '该项主要用于辅助判断，可结合当前单据情况简单核对。'
+  },
   low: {
     label: '低风险',
     icon: 'mdi mdi-information-outline',
@@ -184,6 +193,9 @@ const REVIEW_DRAWER_MODE_FLOW = 'flow'
 const REVIEW_PANEL_SCOPE_OVERVIEW = 'overview'
 const REVIEW_PANEL_SCOPE_DOCUMENTS = 'documents'
 const REVIEW_PANEL_SCOPE_RISK = 'risk'
+const REVIEW_NEXT_STEP_HREF = '#review-next-step'
+const REVIEW_RISK_PANEL_HREF_PREFIX = '#review-risk'
+const REVIEW_QUICK_EDIT_HREF = '#review-quick-edit'
 const FLOW_STEP_STATUS_PENDING = 'pending'
 const FLOW_STEP_STATUS_RUNNING = 'running'
 const FLOW_STEP_STATUS_COMPLETED = 'completed'
@@ -326,15 +338,6 @@ function buildReviewFactCards(reviewPayload, inlineState = createEmptyInlineRevi
       modelKey: 'scene_label',
       placeholder: '请选择场景'
     },
-    {
-      key: 'customer_name',
-      label: '关联客户',
-      value: String(inlineState.customer_name || '').trim() || '待补充',
-      icon: 'mdi mdi-domain',
-      editor: 'text',
-      modelKey: 'customer_name',
-      placeholder: '请输入客户名称'
-    },
     {
       key: 'attachments',
       label: '票据状态',
@@ -346,8 +349,20 @@ function buildReviewFactCards(reviewPayload, inlineState = createEmptyInlineRevi
     }
   ]
 
+  if (shouldShowReviewFactCard(reviewPayload, 'customer_name', inlineState.customer_name)) {
+    cards.splice(cards.length - 1, 0, {
+      key: 'customer_name',
+      label: '关联客户',
+      value: String(inlineState.customer_name || '').trim() || '待补充',
+      icon: 'mdi mdi-domain',
+      editor: 'text',
+      modelKey: 'customer_name',
+      placeholder: '请输入客户名称'
+    })
+  }
+
   if (shouldShowReviewFactCard(reviewPayload, 'location', inlineState.location)) {
-    cards.splice(4, 0, {
+    cards.splice(cards.length - 1, 0, {
       key: 'location',
       label: '业务地点',
       value: String(inlineState.location || '').trim() || '待补充',
@@ -432,18 +447,19 @@ function buildReviewRiskConversationText(item, detailTarget = {}) {
   const summary = String(item?.summary || '').trim()
   const detail = String(item?.detail || '').trim()
   const suggestion = String(item?.suggestion || '').trim()
+  const isInfo = String(item?.level || '').trim() === 'info'
   const detailHref = String(detailTarget?.href || '').trim()
   const detailLabel = String(detailTarget?.label || '').trim() || '进入该单据详情重新填写'
   const lines = [`${title}`]
 
   if (summary) {
-    lines.push('', `风险点：${summary}`)
+    lines.push('', `${isInfo ? '提示内容' : '风险点'}：${summary}`)
   }
   if (detail && detail !== summary) {
     lines.push('', `规则依据：${detail}`)
   }
   if (suggestion) {
-    lines.push('', `修改建议：${suggestion}`)
+    lines.push('', `${isInfo ? '处理建议' : '修改建议'}：${suggestion}`)
   }
   if (detailHref) {
     lines.push('', `[${detailLabel}](${detailHref})`)
@@ -539,6 +555,11 @@ export default {
       getSessionRuntimeRefs: () => sessionRuntimeRefs
     })
     const deleteSessionDialogOpen = ref(false)
+    const nextStepConfirmDialog = ref({
+      open: false,
+      message: null,
+      action: null
+    })
     const reviewActionBusy = ref(false)
     const deleteSessionBusy = ref(false)
     const reviewDrawerMode = ref(REVIEW_DRAWER_MODE_REVIEW)
@@ -839,6 +860,7 @@ export default {
       extractReviewAttachmentNames,
       mergeFilesWithLimit,
       mergeFilePreviews,
+      isTemporaryPreviewUrl,
       resolveAttachmentPreviewKind,
       resolveDocumentPreview,
       buildFilePreviews,
@@ -1418,9 +1440,10 @@ export default {
       nextTick(scrollToBottom)
     }
 
-    function resolveReviewRiskDetailTarget() {
+    function resolveReviewDetailTarget(message = null) {
       const latestDraftMessage = [...messages.value].reverse().find((item) => item?.draftPayload)
       const candidates = [
+        message?.draftPayload,
         currentInsight.value.agent?.draftPayload,
         latestReviewMessage.value?.draftPayload,
         latestDraftMessage?.draftPayload,
@@ -1443,6 +1466,74 @@ export default {
       }
     }
 
+    function resolveReviewRiskDetailTarget() {
+      return resolveReviewDetailTarget()
+    }
+
+    function buildReviewNextStepRichCopyForMessage(message) {
+      const target = resolveReviewDetailTarget(message)
+      return buildReviewNextStepRichCopy(message?.reviewPayload, {
+        detailHref: target.href || ''
+      })
+    }
+
+    function buildMessageBubbleClass(message) {
+      if (message?.role !== 'assistant' || !resolveReviewNextStepAction(message?.reviewPayload)) {
+        return ''
+      }
+      const counts = buildReviewRiskLevelCounts(message.reviewPayload)
+      if (counts.high > 0) {
+        return 'message-bubble-review-risk-high'
+      }
+      if (counts.medium > 0) {
+        return 'message-bubble-review-risk-medium'
+      }
+      if (counts.low > 0) {
+        return 'message-bubble-review-risk-low'
+      }
+      return ''
+    }
+
+    function openReviewNextStepConfirm(message) {
+      const action = resolveReviewNextStepAction(message?.reviewPayload)
+      if (!action) {
+        return
+      }
+      nextStepConfirmDialog.value = {
+        open: true,
+        message,
+        action
+      }
+    }
+
+    function closeReviewNextStepConfirm() {
+      if (reviewActionBusy.value) {
+        return
+      }
+      nextStepConfirmDialog.value = {
+        open: false,
+        message: null,
+        action: null
+      }
+    }
+
+    async function confirmReviewNextStepSubmit() {
+      const message = nextStepConfirmDialog.value.message
+      const action = nextStepConfirmDialog.value.action
+      if (!message || !action || reviewActionBusy.value) {
+        return
+      }
+      try {
+        await handleReviewActionInternal(message, action)
+      } finally {
+        nextStepConfirmDialog.value = {
+          open: false,
+          message: null,
+          action: null
+        }
+      }
+    }
+
     function isWorkbenchBusy() {
       return submitting.value || reviewActionBusy.value || sessionSwitchBusy.value
     }
@@ -1665,6 +1756,31 @@ export default {
       }
 
       const href = String(anchor.getAttribute('href') || '').trim()
+      if (href === REVIEW_NEXT_STEP_HREF) {
+        event.preventDefault()
+        openReviewNextStepConfirm(message)
+        return
+      }
+
+      if (href.startsWith(REVIEW_RISK_PANEL_HREF_PREFIX)) {
+        event.preventDefault()
+        if (reviewRiskDrawerAvailable.value) {
+          switchReviewDrawerMode(REVIEW_DRAWER_MODE_RISK)
+        } else {
+          toast('当前没有需要额外处理的风险信息。')
+        }
+        return
+      }
+
+      if (href === REVIEW_QUICK_EDIT_HREF) {
+        event.preventDefault()
+        if (reviewOverviewDrawerAvailable.value) {
+          switchReviewDrawerMode(REVIEW_DRAWER_MODE_REVIEW)
+          toast('已打开右侧核对信息，可以直接修改当前单据。')
+        }
+        return
+      }
+
       if (href.startsWith('/app/')) {
         event.preventDefault()
         router.push(href)
@@ -1738,12 +1854,12 @@ export default {
       reviewDrawerTitle, reviewOverviewDrawerAvailable, reviewDocumentDrawerAvailable, reviewRiskDrawerAvailable, reviewFlowDrawerAvailable, reviewDocumentDrawerLabel, reviewDocumentDrawerIcon, reviewRiskDrawerLabel, reviewRiskDrawerIcon, reviewFlowDrawerLabel, reviewFlowDrawerIcon, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, canPreviewActiveReviewDocument,
       reviewIntentText, reviewFactCards, reviewCategoryOptions, reviewOtherCategoryOptions, reviewSelectedOtherCategory, reviewInlineDirty, reviewInlineForm, reviewInlineEditorKey, reviewInlineErrors, reviewOtherCategoryOpen, reviewInlinePendingFiles, DATE_INPUT_FORMAT, REVIEW_SCENE_OTHER_OPTION, REVIEW_SCENE_OPTIONS, REVIEW_OTHER_CATEGORY_OPTIONS,
       workbenchVisible, reviewPanelConfidence, reviewRiskSummary, reviewRiskItems, reviewRiskEmpty, recognizedNarratives, reviewRecognitionNotes, reviewDocumentSummaries, reviewDocumentCount, reviewDocumentDirty, reviewHasUnsavedChanges,
-      travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
+      travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, nextStepConfirmDialog, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
-      resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, buildReviewPlainFollowupForMessage, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel, buildReviewMainMessageText,
+      resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, buildReviewPlainFollowupForMessage, buildReviewNextStepRichCopyForMessage, buildMessageBubbleClass, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel, buildReviewMainMessageText,
       renderMarkdown, buildExpenseQueryWindowLabel, buildExpenseQueryHint, getExpenseQueryActivePage, getExpenseQueryTotalPages, getExpenseQueryVisibleRecords, resolveDocumentPreview, triggerFileUpload, applyComposerDateSelection, handleFilesChange, handleComposerInput, handleComposerEnter, runShortcut, runWelcomeQuickAction: runShortcut, handleSuggestedAction, isSuggestedActionSelected, askHotKnowledgeQuestion, resolveKnowledgeRankLabel, resolveKnowledgeRankTone,
       refreshFlowRunDetail, formatFlowStepDuration, resolveFlowStepStatusLabel, resolveFlowStepDetail, toggleInsightPanel, openTravelCalculator, toggleTravelCalculator, closeTravelCalculator, submitTravelCalculator, switchToReviewOverviewDrawer, toggleReviewDocumentDrawer, toggleReviewRiskDrawer, toggleReviewFlowDrawer, toggleAttachedFilesExpanded, removeAttachedFile, clearAttachedFiles,
       requestCloseWorkbench, emitCloseAfterLeave, handleAssistantModalAfterEnter, openExpenseQueryRecord, handleExpenseQueryRecordClick, setExpenseQueryPage, shiftExpenseQueryPage, openDeleteSessionDialog, closeDeleteSessionDialog, confirmDeleteCurrentSession, openInlineReviewEditor, closeInlineReviewEditor, commitInlineReviewEditor, clearInlineReviewFieldError, selectInlineScene, selectReviewCategory, selectReviewOtherCategory,
-      queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
+      queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, closeReviewNextStepConfirm, confirmReviewNextStepSubmit, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
     }
   }
 }

web/src/views/scripts/TravelRequestDetailView.js

@@ -68,13 +68,12 @@ const EXPENSE_TYPE_OPTIONS = [
   { value: 'flight_ticket', label: '机票' },
   { value: 'hotel_ticket', label: '住宿票' },
   { value: 'ride_ticket', label: '乘车' },
-  { value: 'entertainment', label: '业务招待费' },
+  { value: 'office', label: '办公用品费' },
-  { value: 'office', label: '办公费' },
   { value: 'meeting', label: '会务费' },
   { value: 'training', label: '培训费' },
   { value: 'hotel', label: '住宿费' },
   { value: 'transport', label: '交通费' },
-  { value: 'meal', label: '餐费' },
+  { value: 'meal', label: '业务招待费' },
   { value: 'travel_allowance', label: '出差补贴' },
   { value: 'other', label: '其他费用' }
 ]

web/src/views/scripts/travelReimbursementAttachmentModel.js

@@ -39,6 +39,26 @@ export const MAX_OCR_DOCUMENTS = 10
 export const VISIBLE_ATTACHMENT_CHIPS = 2
 export const ATTACHMENT_ASSOCIATION_CONFIRM_HREF = '#confirm-attachment-association'
 
+export function buildUnsavedDraftAttachmentConfirmationMessage({ fileNames = [] } = {}) {
+  const names = (Array.isArray(fileNames) ? fileNames : [])
+    .map((item) => String(item || '').trim())
+    .filter(Boolean)
+  const attachmentLine = names.length
+    ? `本次待归集附件：${names.length} 份（${names.join('、')}）`
+    : '本次待归集附件：待识别'
+
+  return [
+    '当前这笔报销信息还没有保存为草稿。',
+    '',
+    '如果继续上传票据，我需要先把当前已识别的信息保存成一张草稿单据，再识别并归集本次附件。',
+    '',
+    attachmentLine,
+    '',
+    '',
+    `如果 **[确定](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})**，我会先保存这笔未保存单据，再把此次上传的附件归集到该单据。`
+  ].join('\n').trim()
+}
+
 export function normalizeOcrDocuments(payload) {
   const documents = Array.isArray(payload?.documents) ? payload.documents : []
   return documents.slice(0, MAX_OCR_DOCUMENTS).map((item) => ({
@@ -333,6 +353,10 @@ export function resolveDocumentPreview(filePreviews, filename) {
   )
 }
 
+export function isTemporaryPreviewUrl(url) {
+  return String(url || '').trim().toLowerCase().startsWith('blob:')
+}
+
 export function buildFileIdentity(file) {
   return [file?.name, file?.size, file?.lastModified, file?.type].join('__')
 }
@@ -374,18 +398,39 @@ export function mergeFilesWithLimit(existingFiles, incomingFiles, limit = MAX_AT
 
 export function mergeFilePreviews(existingPreviews, incomingPreviews) {
   const result = []
-  const seen = new Set()
+  const indexByKey = new Map()
 
   for (const preview of [...(existingPreviews || []), ...(incomingPreviews || [])]) {
     const key = [preview?.filename, preview?.kind].join('__')
-    if (!preview?.filename || seen.has(key)) continue
+    if (!preview?.filename) continue
-    seen.add(key)
+
-    result.push(preview)
+    const existingIndex = indexByKey.get(key)
+    if (existingIndex === undefined) {
+      indexByKey.set(key, result.length)
+      result.push(preview)
+      continue
+    }
+
+    const existingPreview = result[existingIndex]
+    const nextUrl = String(preview?.url || '').trim()
+    const existingUrl = String(existingPreview?.url || '').trim()
+    if (nextUrl && (!existingUrl || isTemporaryPreviewUrl(existingUrl) || nextUrl !== existingUrl)) {
+      result[existingIndex] = preview
+    }
   }
 
   return result
 }
 
+export function filterPersistableFilePreviews(filePreviews) {
+  return (Array.isArray(filePreviews) ? filePreviews : [])
+    .filter((preview) => {
+      const filename = String(preview?.filename || '').trim()
+      const url = String(preview?.url || '').trim()
+      return filename && !isTemporaryPreviewUrl(url)
+    })
+}
+
 function inferPreviewKindFromUrl(url) {
   const normalized = String(url || '').trim().toLowerCase()
   if (!normalized) return ''

web/src/views/scripts/travelReimbursementConversationModel.js

@@ -65,6 +65,12 @@ export const FLOW_STEP_FALLBACKS = {
     runningText: '正在把已确认信息保存为草稿...',
     completedText: '草稿已保存'
   },
+  'attachment-association': {
+    title: '票据关联草稿',
+    tool: 'database.expense_claims.save_or_submit',
+    runningText: '正在把本次票据关联到已保存草稿...',
+    completedText: '票据已归集到草稿'
+  },
   'expense-scene-selection': {
     title: '报销场景确认',
     tool: 'UserConfirmation',

web/src/views/scripts/travelReimbursementExpenseQueryModel.js

@@ -20,7 +20,7 @@ const EXPENSE_RISK_LEVEL_LABELS = {
   medium: '中风险',
   warning: '中风险',
   low: '低风险',
-  info: '低风险'
+  info: '提示'
 }
 
 export function normalizeExpenseQueryRiskItem(item, index = 0) {

web/src/views/scripts/travelReimbursementReviewConstants.js

@@ -4,6 +4,7 @@ export const DOCUMENT_TYPE_LABELS = {
   travel_ticket: '行程单/机票/车票',
   flight_itinerary: '机票/航班行程单',
   train_ticket: '火车/高铁票',
+  ship_ticket: '轮船票',
   hotel_invoice: '酒店住宿票据',
   taxi_receipt: '出租车/网约车票据',
   parking_toll_receipt: '停车/通行费票据',
@@ -21,10 +22,10 @@ export const EXPENSE_TYPE_LABELS = {
   travel: '差旅费',
   hotel: '住宿费',
   transport: '交通费',
-  meal: '伙食费',
+  meal: '业务招待费',
   meeting: '会务费',
   entertainment: '业务招待费',
-  office: '办公费',
+  office: '办公用品费',
   training: '培训费',
   communication: '通讯费',
   welfare: '福利费',
@@ -95,7 +96,6 @@ export const REVIEW_FALLBACK_GROUP_CODES = [
   'hotel',
   'meal',
   'meeting',
-  'entertainment',
   'office',
   'training',
   'communication',
@@ -106,14 +106,13 @@ export const REVIEW_CATEGORY_PRESET_OPTIONS = [
   { key: 'travel', label: '差旅费' },
   { key: 'transport', label: '交通费' },
   { key: 'hotel', label: '住宿费' },
-  { key: 'meal', label: '餐费' },
+  { key: 'meal', label: '业务招待费' },
-  { key: 'entertainment', label: '业务招待费' },
+  { key: 'office', label: '办公用品费' },
   { key: 'other_trigger', label: '其他类型', is_other: true }
 ]
 
 export const REVIEW_OTHER_CATEGORY_OPTIONS = [
   { key: 'meeting', label: '会务费' },
-  { key: 'office', label: '办公费' },
   { key: 'training', label: '培训费' },
   { key: 'communication', label: '通讯费' },
   { key: 'welfare', label: '福利费' },
@@ -139,7 +138,7 @@ export const CATEGORY_CONFIDENCE_KEYWORDS = {
   travel: [/出差|差旅|行程|机票|火车|高铁|航班/],
   hotel: [/住宿|酒店|宾馆|民宿/],
   transport: [TRANSPORT_KEYWORD_PATTERN],
-  meal: [/餐费|用餐|午餐|晚餐|早餐|伙食|餐饮/],
+  meal: [/业务招待|招待|宴请|请客|请客户|客户.*吃饭|商务用餐|陪同|餐费|用餐|午餐|晚餐|早餐|伙食|餐饮/],
   meeting: [/会务|会议|论坛|展会|参会|会场/],
   entertainment: [/招待|宴请|请客|请客户|客户.*吃饭|商务用餐|陪同/],
   office: [/办公|工位|耗材|白板|键盘|鼠标|打印|文具|采购/],

web/src/views/scripts/travelReimbursementReviewModel.js

@@ -156,7 +156,7 @@ export function isTravelReviewPayload(reviewPayload, inlineState = createEmptyIn
       buildReviewSlotMap(reviewPayload).expense_type?.value ||
       ''
   )
-  if (['travel', 'hotel', 'transport'].includes(expenseType)) {
+  if (['travel', 'hotel'].includes(expenseType)) {
     return true
   }
 
@@ -164,8 +164,8 @@ export function isTravelReviewPayload(reviewPayload, inlineState = createEmptyIn
     const documentType = String(item?.document_type || '').trim().toLowerCase()
     const suggestedType = resolveExpenseTypeCode(item?.suggested_expense_type || item?.scene_label || '')
     return (
-      ['flight_itinerary', 'train_ticket', 'hotel_invoice', 'taxi_receipt', 'transport_receipt'].includes(documentType) ||
+      ['flight_itinerary', 'train_ticket', 'hotel_invoice'].includes(documentType) ||
-      ['travel', 'hotel', 'transport'].includes(suggestedType)
+      ['travel', 'hotel'].includes(suggestedType)
     )
   })
 }
@@ -735,6 +735,7 @@ export function buildLocallySyncedReviewPayload(reviewPayload, inlineState = cre
     can_proceed: canProceed,
     missing_slots: allMissingSlots,
     slot_cards: nextSlotCards,
+    edit_fields: mergeInlineReviewFields(reviewPayload.edit_fields || [], inlineState),
     confirmation_actions: buildLocallySyncedReviewActions(reviewPayload, canProceed)
   }
 }
@@ -1359,12 +1360,58 @@ export function resolveReviewSaveDraftAction(reviewPayload) {
 export function resolveReviewFooterActions(reviewPayload) {
   return (Array.isArray(reviewPayload?.confirmation_actions) ? reviewPayload.confirmation_actions : []).filter((item) => {
     const actionType = String(item?.action_type || '').trim()
-    return ['next_step', 'link_to_existing_draft', 'create_new_claim_from_documents'].includes(actionType)
+    return ['link_to_existing_draft', 'create_new_claim_from_documents'].includes(actionType)
   })
 }
 
 
 
+export function buildReviewRiskLevelCounts(reviewPayload) {
+  return (Array.isArray(reviewPayload?.risk_briefs) ? reviewPayload.risk_briefs : []).reduce(
+    (counts, item) => {
+      const level = normalizeReviewRiskLevel(item?.level)
+      if (level === 'high' || level === 'medium' || level === 'low') {
+        counts[level] += 1
+      }
+      return counts
+    },
+    { low: 0, medium: 0, high: 0 }
+  )
+}
+
+
+
+export function resolveReviewNextStepAction(reviewPayload) {
+  return (
+    (Array.isArray(reviewPayload?.confirmation_actions) ? reviewPayload.confirmation_actions : []).find(
+      (item) => String(item?.action_type || '').trim() === 'next_step'
+    ) || null
+  )
+}
+
+
+
+export function buildReviewNextStepRichCopy(reviewPayload, { detailHref = '' } = {}) {
+  const nextStepAction = resolveReviewNextStepAction(reviewPayload)
+  if (!nextStepAction) {
+    return ''
+  }
+
+  const counts = buildReviewRiskLevelCounts(reviewPayload)
+  const riskSummary = `现存在 ${counts.low} 条低风险，${counts.medium} 条中风险，${counts.high} 条高风险，具体情况请看 [右侧](#review-risk-panel) 风险信息提示窗。`
+  const lines = [`系统识别您的单据已经填写完所有已知信息，${riskSummary}`]
+
+  if (reviewPayload?.can_proceed && counts.medium === 0 && counts.high === 0) {
+    const editHref = String(detailHref || '').trim() || '#review-quick-edit'
+    lines.push(
+      `系统确认您可以 [继续下一步](#review-next-step) 进行单据的提交，如果您确认信息无误，请点击富文本按钮；如果你还需要继续修改信息，请点击 [快速修改单据信息](${editHref})。`
+    )
+  }
+  return lines.join('\n\n')
+}
+
+
+
 export function buildReviewPrimaryButtonLabel(reviewPayload, draftPayload) {
   const action = resolveReviewPrimaryAction(reviewPayload)
   if (!action) return '确认'
@@ -1444,7 +1491,8 @@ export function normalizeReviewRiskLevel(level) {
   const normalized = String(level || '').trim().toLowerCase()
   if (normalized === 'danger' || normalized === 'error' || normalized === 'critical') return 'high'
   if (normalized === 'warn' || normalized === 'warning' || normalized === 'medium') return 'medium'
-  if (normalized === 'info' || normalized === 'notice' || normalized === 'low') return 'low'
+  if (normalized === 'info' || normalized === 'notice') return 'info'
+  if (normalized === 'low') return 'low'
   if (normalized === 'high') return normalized
   return 'low'
 }

web/src/views/scripts/travelRequestDetailExpenseModel.js

@@ -6,17 +6,20 @@ export const EXPENSE_TYPE_OPTIONS = [
   { value: 'ferry_ticket', label: '轮船票' },
   { value: 'hotel_ticket', label: '住宿票' },
   { value: 'ride_ticket', label: '乘车' },
-  { value: 'entertainment', label: '业务招待费' },
+  { value: 'office', label: '办公用品费' },
-  { value: 'office', label: '办公费' },
   { value: 'meeting', label: '会务费' },
   { value: 'training', label: '培训费' },
   { value: 'hotel', label: '住宿费' },
   { value: 'transport', label: '交通费' },
-  { value: 'meal', label: '餐费' },
+  { value: 'meal', label: '业务招待费' },
   { value: 'travel_allowance', label: '出差补贴' },
   { value: 'other', label: '其他费用' }
 ]
 
+const LEGACY_EXPENSE_TYPE_LABELS = {
+  entertainment: '业务招待费'
+}
+
 export const LOCATION_REQUIRED_EXPENSE_TYPES = new Set([
   'travel',
   'meeting',
@@ -47,7 +50,10 @@ export function normalizeExpenseType(value) {
 }
 
 export function resolveExpenseTypeLabel(value) {
-  return EXPENSE_TYPE_OPTIONS.find((option) => option.value === normalizeExpenseType(value))?.label || '其他费用'
+  const normalized = normalizeExpenseType(value)
+  return EXPENSE_TYPE_OPTIONS.find((option) => option.value === normalized)?.label
+    || LEGACY_EXPENSE_TYPE_LABELS[normalized]
+    || '其他费用'
 }
 
 export function isSystemGeneratedExpenseItemSource(source) {

web/src/views/scripts/travelRequestDetailInsights.js

@@ -7,6 +7,7 @@ import {
 const DOCUMENT_TYPE_LABELS = {
   flight_itinerary: '机票/航班行程单',
   train_ticket: '火车/高铁票',
+  ship_ticket: '轮船票',
   hotel_invoice: '酒店住宿票据',
   taxi_receipt: '出租车/网约车票据',
   parking_toll_receipt: '停车/通行费票据',

web/src/views/scripts/useTravelReimbursementAttachments.js

@@ -33,6 +33,7 @@ export function useTravelReimbursementAttachments({
   extractReviewAttachmentNames,
   mergeFilesWithLimit,
   mergeFilePreviews,
+  isTemporaryPreviewUrl,
   resolveAttachmentPreviewKind,
   resolveDocumentPreview,
   buildFilePreviews,
@@ -117,7 +118,12 @@ export function useTravelReimbursementAttachments({
         }
 
         const filename = String(metadata?.file_name || '').trim()
-        if (!metadata?.previewable || !filename || resolveDocumentPreview(reviewFilePreviews.value, filename)) {
+        const existingPreview = resolveDocumentPreview(reviewFilePreviews.value, filename)
+        if (
+          !metadata?.previewable ||
+          !filename ||
+          (existingPreview?.url && !isTemporaryPreviewUrl(existingPreview.url))
+        ) {
           continue
         }
 

web/src/views/scripts/useTravelReimbursementFlow.js

@@ -236,6 +236,7 @@ export function useTravelReimbursementFlow({
     const startedAt = Number.isFinite(explicitStartedAt) && explicitStartedAt > 0
       ? explicitStartedAt
       : Date.now()
+    flowFinishedAt.value = 0
     upsertFlowStep(key, {
       ...normalizedPatch,
       status: FLOW_STEP_STATUS_RUNNING,
@@ -446,7 +447,7 @@ export function useTravelReimbursementFlow({
         detail: '正在把已确认信息保存为草稿...'
       },
       link_to_existing_draft: {
-        key: 'expense-claim-draft',
+        key: 'attachment-association',
         title: '票据关联草稿',
         tool: 'database.expense_claims.save_or_submit',
         detail: '正在把本次票据关联到现有草稿...'
@@ -504,7 +505,7 @@ export function useTravelReimbursementFlow({
         return { key: 'pre-submit-review', title: 'AI预审与风险识别', tool: 'ExpenseClaimService.submit_claim' }
       }
       if (responseMessage.includes('关联')) {
-        return { key: 'expense-claim-draft', title: '票据关联草稿', tool: toolCall?.tool_name || 'ExpenseClaimService' }
+        return { key: 'attachment-association', title: '票据关联草稿', tool: toolCall?.tool_name || 'ExpenseClaimService' }
       }
       if (responseMessage.includes('新建')) {
         return { key: 'expense-claim-draft', title: '新建报销草稿', tool: toolCall?.tool_name || 'ExpenseClaimService' }

web/src/views/scripts/useTravelReimbursementReviewDrawer.js

@@ -59,7 +59,8 @@ export function useTravelReimbursementReviewDrawer({
     open: false,
     filename: '',
     kind: 'file',
-    url: ''
+    url: '',
+    renderKey: ''
   })
 
   const activeReviewFilePreviews = computed(() => reviewFilePreviews.value)
@@ -364,7 +365,12 @@ export function useTravelReimbursementReviewDrawer({
       open: true,
       filename: activeReviewDocument.value.filename,
       kind: activeReviewDocumentPreview.value.kind,
-      url: activeReviewDocumentPreview.value.url
+      url: activeReviewDocumentPreview.value.url,
+      renderKey: [
+        activeReviewDocument.value.filename,
+        activeReviewDocumentPreview.value.kind,
+        Date.now()
+      ].join('__')
     }
   }
 

web/src/views/scripts/useTravelReimbursementSessionState.js

@@ -6,7 +6,10 @@ import {
   readAssistantSessionSnapshot,
   writeAssistantSessionSnapshot
 } from '../../utils/assistantSessionSnapshot.js'
-import { buildReviewFilePreviewsFromMessages } from './travelReimbursementAttachmentModel.js'
+import {
+  buildReviewFilePreviewsFromMessages,
+  filterPersistableFilePreviews
+} from './travelReimbursementAttachmentModel.js'
 import {
   SESSION_TYPE_EXPENSE,
   SESSION_TYPE_KNOWLEDGE,
@@ -106,7 +109,7 @@ export function useTravelReimbursementSessionState({
       currentInsight:
         state.currentInsight
         || buildWelcomeInsight(props.entrySource, linkedRequest.value, sessionType, currentUser.value),
-      reviewFilePreviews: Array.isArray(state.reviewFilePreviews) ? state.reviewFilePreviews : [],
+      reviewFilePreviews: filterPersistableFilePreviews(state.reviewFilePreviews),
       composerDraft: String(state.composerDraft || ''),
       attachedFiles: [],
       composerFilesExpanded: false,
@@ -164,7 +167,7 @@ export function useTravelReimbursementSessionState({
       conversationId: String(state.conversationId || '').trim(),
       draftClaimId: String(state.draftClaimId || '').trim(),
       currentInsight: state.currentInsight || null,
-      reviewFilePreviews: Array.isArray(state.reviewFilePreviews) ? state.reviewFilePreviews : [],
+      reviewFilePreviews: filterPersistableFilePreviews(state.reviewFilePreviews),
       composerDraft: String(state.composerDraft || ''),
       composerUploadIntent: String(state.composerUploadIntent || '').trim(),
       insightPanelCollapsed: Boolean(state.insightPanelCollapsed)

web/src/views/scripts/useTravelReimbursementSubmitComposer.js

@@ -1,6 +1,7 @@
 import {
   ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
-  buildAttachmentAssociationConfirmationMessage
+  buildAttachmentAssociationConfirmationMessage,
+  buildUnsavedDraftAttachmentConfirmationMessage
 } from './travelReimbursementAttachmentModel.js'
 
 export function useTravelReimbursementSubmitComposer(ctx) {
@@ -103,10 +104,9 @@ export function useTravelReimbursementSubmitComposer(ctx) {
     }
 
     function buildConfirmedAssociationText(message) {
-      return String(message?.text || '').replace(
+      return String(message?.text || '')
-        `[确认](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})`,
+        .replace(`[确认](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})`, '已确认')
-        '已确认'
+        .replace(`[确定](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})`, '已确定')
-      )
     }
 
     function resolveReviewPanelScope({
@@ -159,6 +159,55 @@ export function useTravelReimbursementSubmitComposer(ctx) {
       message.meta = ['已确认归集']
       persistSessionState()
 
+      if (pending.mode === 'save_then_associate') {
+        const inheritedReviewContext = buildReviewFormContextFromPayload(
+          activeReviewPayload.value,
+          reviewInlineForm.value
+        )
+        const savePayload = await submitComposer({
+          rawText: '请先把当前已识别的报销信息保存为草稿，随后继续归集本次上传的附件。',
+          userText: '',
+          files: [],
+          skipUserMessage: true,
+          pendingText: '正在先保存未保存单据...',
+          systemGenerated: true,
+          extraContext: {
+            ...runtime.extraContext,
+            ...inheritedReviewContext,
+            review_action: 'save_draft'
+          }
+        })
+        const savedClaimId = String(savePayload?.result?.draft_payload?.claim_id || draftClaimId.value || '').trim()
+        const savedClaimNo = String(savePayload?.result?.draft_payload?.claim_no || '').trim()
+        if (!savedClaimId) {
+          toast('当前单据还没有保存成功，请稍后重试。')
+          return savePayload
+        }
+
+        return submitComposer({
+          rawText: `确认将本次上传的 ${runtime.fileNames.length} 份票据归集到草稿 ${savedClaimNo || '当前草稿'}`,
+          userText: `保存草稿并归集 ${runtime.fileNames.length} 份票据`,
+          files: runtime.files,
+          uploadDisposition: 'continue_existing',
+          skipDraftAssociationPrompt: true,
+          skipUserMessage: true,
+          appendToCurrentFlow: true,
+          systemGenerated: true,
+          pendingText: savedClaimNo
+            ? `草稿 ${savedClaimNo} 已保存，正在识别并归集附件...`
+            : '草稿已保存，正在识别并归集附件...',
+          associationConfirmed: true,
+          extraContext: {
+            ...runtime.extraContext,
+            review_action: 'link_to_existing_draft',
+            draft_claim_id: savedClaimId,
+            selected_claim_id: savedClaimId,
+            selected_claim_no: savedClaimNo,
+            attachment_association_confirmed: true
+          }
+        })
+      }
+
       return submitComposer({
         rawText: `确认将本次上传的 ${runtime.fileNames.length} 份票据归集到草稿 ${runtime.claimNo || '当前草稿'}`,
         userText: `确认归集到草稿 ${runtime.claimNo || '当前草稿'}`,
@@ -231,6 +280,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
 
       const rawText = resolveComposerSubmitText(options.rawText).trim()
       const systemGenerated = Boolean(options.systemGenerated)
+      const appendToCurrentFlow = Boolean(options.appendToCurrentFlow)
       const normalizedFiles = isKnowledgeSession.value ? [] : Array.from(options.files ?? attachedFiles.value)
       const fileMergeResult = mergeFilesWithLimit([], normalizedFiles, MAX_ATTACHMENTS)
       const files = fileMergeResult.files
@@ -308,6 +358,47 @@ export function useTravelReimbursementSubmitComposer(ctx) {
               ? `新上传 ${fileNames.length} 份票据，请单独建立报销单。`
               : `我上传了 ${fileNames.length} 份票据，请帮我识别并整理报销建议。`)
 
+      const hasUnsavedReviewDraft = Boolean(
+        !isKnowledgeSession.value &&
+        files.length &&
+        activeReviewPayload.value &&
+        !String(draftClaimId.value || '').trim() &&
+        !detailScopedClaimId &&
+        !resolvedUploadDisposition &&
+        !options.skipDraftAssociationPrompt &&
+        !reviewAction
+      )
+      if (hasUnsavedReviewDraft) {
+        const associationId = createPendingAttachmentAssociationId()
+        pendingAttachmentAssociations.set(associationId, {
+          files,
+          fileNames,
+          filePreviews: buildComposerFilePreviews(files),
+          extraContext
+        })
+        resetFlowRun()
+        if (!options.skipUserMessage) {
+          messages.value.push(createMessage('user', userText, fileNames))
+        }
+        messages.value.push(createMessage(
+          'assistant',
+          buildUnsavedDraftAttachmentConfirmationMessage({ fileNames }),
+          [],
+          {
+            meta: ['等待确认保存并归集'],
+            pendingAttachmentAssociation: {
+              id: associationId,
+              mode: 'save_then_associate',
+              status: 'pending',
+              fileNames
+            }
+          }
+        ))
+        nextTick(scrollToBottom)
+        persistSessionState()
+        return null
+      }
+
       if (
         !isKnowledgeSession.value &&
         files.length &&
@@ -363,7 +454,11 @@ export function useTravelReimbursementSubmitComposer(ctx) {
         }
       }
 
-      resetFlowRun()
+      if (!appendToCurrentFlow) {
+        resetFlowRun()
+      } else {
+        clearFlowSimulationTimers()
+      }
       if (rawText && !reviewAction) {
         startFlowStep('intent', '正在识别业务意图...')
         if (waitForExpenseIntentConfirmation) {

web/tests/attachment-association-confirmation.test.mjs

@@ -7,7 +7,10 @@ import {
   ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
   buildAttachmentAssociationConfirmationMessage,
   buildOcrFilePreviews,
-  buildReviewFilePreviewsFromReviewPayload
+  buildReviewFilePreviewsFromReviewPayload,
+  buildUnsavedDraftAttachmentConfirmationMessage,
+  filterPersistableFilePreviews,
+  mergeFilePreviews
 } from '../src/views/scripts/travelReimbursementAttachmentModel.js'
 import {
   buildDraftAssociationQueryPayload,
@@ -99,6 +102,14 @@ test('attachment upload association uses conversation selection instead of legac
     fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
     'utf8'
   )
+  const flowSource = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementFlow.js', import.meta.url)),
+    'utf8'
+  )
+  const conversationSource = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/travelReimbursementConversationModel.js', import.meta.url)),
+    'utf8'
+  )
 
   assert.doesNotMatch(viewSource, /检测到你已有单据事件|uploadDecisionDialogOpen|continueExistingUpload|createNewUploadDocument/)
   assert.doesNotMatch(submitComposerSource, /uploadDecisionDialogOpen|hasExistingDocumentEvent|skipUploadDecisionPrompt/)
@@ -112,6 +123,26 @@ test('attachment upload association uses conversation selection instead of legac
     submitComposerSource,
     /files\.length[\s\S]*!resolvedUploadDisposition[\s\S]*!options\.skipDraftAssociationPrompt[\s\S]*!reviewAction/
   )
+  assert.match(submitComposerSource, /mode:\s*'save_then_associate'/)
+  assert.match(submitComposerSource, /review_action:\s*'save_draft'[\s\S]*review_action:\s*'link_to_existing_draft'/)
+  assert.match(submitComposerSource, /appendToCurrentFlow:\s*true/)
+  assert.match(submitComposerSource, /const appendToCurrentFlow = Boolean\(options\.appendToCurrentFlow\)/)
+  assert.match(submitComposerSource, /if \(!appendToCurrentFlow\) \{\s*resetFlowRun\(\)\s*\} else \{\s*clearFlowSimulationTimers\(\)/)
+  assert.match(flowSource, /link_to_existing_draft:\s*\{[\s\S]*key:\s*'attachment-association'/)
+  assert.match(flowSource, /responseMessage\.includes\('关联'\)[\s\S]*key:\s*'attachment-association'/)
+  assert.match(conversationSource, /'attachment-association':\s*\{[\s\S]*title:\s*'票据关联草稿'/)
+})
+
+test('unsaved review attachment prompt asks for explicit rich-text confirmation', () => {
+  const message = buildUnsavedDraftAttachmentConfirmationMessage({
+    fileNames: ['taxi.pdf']
+  })
+  const rendered = renderMarkdown(message)
+
+  assert.match(message, /当前这笔报销信息还没有保存为草稿/)
+  assert.match(message, /本次待归集附件：1 份/)
+  assert.match(message, new RegExp(`\\*\\*\\[确定\\]\\(${ATTACHMENT_ASSOCIATION_CONFIRM_HREF}\\)\\*\\*`))
+  assert.match(rendered, /<strong><a href="#confirm-attachment-association" class="markdown-action-link markdown-action-link-confirm">确定<\/a><\/strong>/)
 })
 
 test('OCR preview builders keep hotel receipt image previews when preview kind is omitted', () => {
@@ -137,6 +168,26 @@ test('OCR preview builders keep hotel receipt image previews when preview kind i
   assert.deepEqual(reviewPreviews, [{ filename: 'hotel.png', kind: 'image', url: dataUrl }])
 })
 
+test('file preview cache replaces temporary object urls and never persists them', () => {
+  const merged = mergeFilePreviews(
+    [
+      { filename: 'invoice.pdf', kind: 'pdf', url: 'blob:http://localhost/old-preview' },
+      { filename: 'hotel.png', kind: 'image', url: 'data:image/png;base64,stable' }
+    ],
+    [
+      { filename: 'invoice.pdf', kind: 'pdf', url: 'blob:http://localhost/new-preview' },
+      { filename: 'hotel.png', kind: 'image' }
+    ]
+  )
+
+  assert.equal(merged.length, 2)
+  assert.equal(merged[0].url, 'blob:http://localhost/new-preview')
+  assert.equal(merged[1].url, 'data:image/png;base64,stable')
+  assert.deepEqual(filterPersistableFilePreviews(merged), [
+    { filename: 'hotel.png', kind: 'image', url: 'data:image/png;base64,stable' }
+  ])
+})
+
 test('draft association query keeps a single candidate selectable in the conversation', () => {
   const payload = buildDraftAssociationQueryPayload([
     {
@@ -182,6 +233,30 @@ test('expense query payload keeps structured risk items for claim-level risk dri
   assert.equal(payload.records[0].riskItems[0].summary, '住宿金额超过城市标准')
 })
 
+test('expense query info items render as prompts instead of low risk', () => {
+  const payload = normalizeExpenseQueryPayload({
+    result_type: 'expense_claim_list',
+    records: [
+      {
+        claim_id: 'claim-info',
+        claim_no: 'EXP-202605-010',
+        amount: 59.1,
+        risk_flags: [
+          {
+            key: 'normal-tip',
+            level: 'info',
+            title: '票据提示',
+            summary: '票据已识别，当前没有异常。'
+          }
+        ]
+      }
+    ]
+  })
+
+  assert.equal(payload.records[0].riskItems[0].levelLabel, '提示')
+  assert.notEqual(payload.records[0].riskItems[0].levelLabel, '低风险')
+})
+
 test('expense query hint guides users to the reimbursement center after the top five results', () => {
   const payload = normalizeExpenseQueryPayload({
     result_type: 'expense_claim_list',

web/tests/knowledge-ingest-log-model.test.mjs

@@ -0,0 +1,117 @@
+import assert from 'node:assert/strict'
+
+import {
+  buildKnowledgeIngestLogModel,
+  isKnowledgeIngestRun
+} from '../src/utils/knowledgeIngestLogModel.js'
+
+function buildRun() {
+  return {
+    status: 'running',
+    route_json: {
+      job_type: 'knowledge_index_sync',
+      folder: '制度文件',
+      phase: 'indexing',
+      progress: {
+        total_documents: 2,
+        completed_documents: 1,
+        failed_documents: 0,
+        percent: 55
+      },
+      knowledge_ingest: {
+        status: 'running',
+        phase: 'indexing',
+        current_document_id: 'doc-2',
+        graph: {
+          chunk_count: 5,
+          entity_count: 3,
+          relation_count: 2,
+          entities: ['远光软件', '支出管理'],
+          relations: [{ source: '远光软件', target: '支出管理', type: '关联' }]
+        },
+        documents: [
+          {
+            document_id: 'doc-1',
+            name: '公司支出管理办法.pdf',
+            folder: '制度文件',
+            extension: 'pdf',
+            status: 'succeeded',
+            phase: 'indexed',
+            chunk_count: 3,
+            entity_count: 2,
+            relation_count: 1,
+            chunks: [{ id: 'chunk-1', order: 0, tokens: 21, summary: '支出管理范围' }],
+            sections: [{ title: '第一章 总则', excerpt: '适用于公司支出。' }],
+            events: [{ at: '2026-05-22T08:00:00Z', level: 'info', message: '完成' }]
+          },
+          {
+            document_id: 'doc-2',
+            name: '费用审批台账.xlsx',
+            folder: '制度文件',
+            extension: 'xlsx',
+            status: 'running',
+            phase: 'indexing',
+            chunk_count: 2,
+            entity_count: 1,
+            relation_count: 1
+          }
+        ]
+      }
+    }
+  }
+}
+
+function testDetectsKnowledgeIngestRun() {
+  assert.equal(isKnowledgeIngestRun(buildRun()), true)
+  assert.equal(isKnowledgeIngestRun({ route_json: { job_type: 'daily_check' } }), false)
+}
+
+function testBuildsInteractiveModel() {
+  const model = buildKnowledgeIngestLogModel(buildRun())
+
+  assert.equal(model.available, true)
+  assert.equal(model.folder, '制度文件')
+  assert.equal(model.selectedDocumentId, 'doc-2')
+  assert.equal(model.documents.length, 2)
+  assert.equal(model.documents[0].statusLabel, '已完成')
+  assert.equal(model.documents[0].chunks[0].summary, '支出管理范围')
+  assert.equal(model.graph.entityCount, 3)
+  assert.equal(model.graph.relations[0].source, '远光软件')
+  assert.equal(model.metrics[1].value, '5')
+}
+
+function testFallsBackToToolCallDocuments() {
+  const model = buildKnowledgeIngestLogModel({
+    status: 'succeeded',
+    route_json: {
+      job_type: 'knowledge_index_sync',
+      requested_document_ids: ['doc-1']
+    },
+    tool_calls: [
+      {
+        response_json: {
+          documents: [
+            {
+              document_id: 'doc-1',
+              name: '归集结果.docx',
+              status: 'succeeded',
+              chunk_count: 1
+            }
+          ]
+        }
+      }
+    ]
+  })
+
+  assert.equal(model.documents[0].name, '归集结果.docx')
+  assert.equal(model.graph.chunkCount, 1)
+}
+
+function run() {
+  testDetectsKnowledgeIngestRun()
+  testBuildsInteractiveModel()
+  testFallsBackToToolCallDocuments()
+  console.log('knowledge ingest log model tests passed')
+}
+
+run()

web/tests/navigation-route-resolution.test.mjs

@@ -0,0 +1,32 @@
+import assert from 'node:assert/strict'
+
+import {
+  resolveAppViewFromRoute,
+  resolveTargetRouteName
+} from '../src/composables/useNavigation.js'
+
+function testDerivesViewFromRouteName() {
+  assert.equal(resolveAppViewFromRoute({ name: 'app-log-detail', meta: {} }), 'logs')
+  assert.equal(resolveAppViewFromRoute({ name: 'app-request-detail', meta: {} }), 'requests')
+  assert.equal(resolveAppViewFromRoute({ name: 'app-policies', meta: { appView: 'logs' } }), 'policies')
+}
+
+function testFallsBackToValidMeta() {
+  assert.equal(resolveAppViewFromRoute({ name: 'custom', meta: { appView: 'employees' } }), 'employees')
+  assert.equal(resolveAppViewFromRoute({ name: 'custom', meta: { appView: 'unknown' } }), 'overview')
+}
+
+function testResolvesMainRouteNames() {
+  assert.equal(resolveTargetRouteName('logs'), 'app-logs')
+  assert.equal(resolveTargetRouteName('policies'), 'app-policies')
+  assert.equal(resolveTargetRouteName('missing'), 'app-overview')
+}
+
+function run() {
+  testDerivesViewFromRouteName()
+  testFallsBackToValidMeta()
+  testResolvesMainRouteNames()
+  console.log('navigation route resolution tests passed')
+}
+
+run()

web/tests/reimbursementTextInference.test.mjs

@@ -24,6 +24,19 @@ test('local flow intent preview names transport expense for riding fare text', (
       (item) => item.includes('交通出行') && item.includes('交通费')
     )
   )
+  assert.ok(
+    buildLocalExtractionProgressMessages(ridingFareMessage).some(
+      (item) => item.includes('正在判断待补项') && !item.includes('客户名称') && !item.includes('参与人员')
+    )
+  )
+})
+
+test('local flow recognizes broader reimbursement scene keywords', () => {
+  assert.equal(inferLocalFlowCandidates('报销会议场地费').expenseType, '会务费')
+  assert.equal(inferLocalFlowCandidates('报销打印纸和硒鼓').expenseType, '办公用品费')
+  assert.equal(inferLocalFlowCandidates('报销培训课程费').expenseType, '培训费')
+  assert.equal(inferLocalFlowCandidates('报销手机话费和流量费').expenseType, '通讯费')
+  assert.equal(inferLocalFlowCandidates('报销员工体检费').expenseType, '福利费')
 })
 
 test('semantic intent detail includes recognized expense type', () => {

web/tests/travel-reimbursement-review-drawer-switch.test.mjs

@@ -3,7 +3,14 @@ import { readFileSync } from 'node:fs'
 import test from 'node:test'
 import { fileURLToPath } from 'node:url'
 
-import { buildReviewPlainFollowupCopy } from '../src/views/scripts/travelReimbursementReviewModel.js'
+import {
+  buildLocallySyncedReviewPayload,
+  buildReviewNextStepRichCopy,
+  buildReviewPlainFollowupCopy,
+  isTravelReviewPayload,
+  resolveReviewFooterActions
+} from '../src/views/scripts/travelReimbursementReviewModel.js'
+import { renderMarkdown } from '../src/utils/markdown.js'
 
 const createViewTemplate = readFileSync(
   fileURLToPath(new URL('../src/views/TravelReimbursementCreateView.vue', import.meta.url)),
@@ -33,6 +40,26 @@ const attachmentsScript = readFileSync(
   fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementAttachments.js', import.meta.url)),
   'utf8'
 )
+const sessionStateScript = readFileSync(
+  fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSessionState.js', import.meta.url)),
+  'utf8'
+)
+const createViewBaseStyles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/views/travel-reimbursement-create-view.css', import.meta.url)),
+  'utf8'
+)
+const createViewPart2Styles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/views/travel-reimbursement-create-view-part2.css', import.meta.url)),
+  'utf8'
+)
+const createViewPart3Styles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/views/travel-reimbursement-create-view-part3.css', import.meta.url)),
+  'utf8'
+)
+const createViewPart4Styles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/views/travel-reimbursement-create-view-part4.css', import.meta.url)),
+  'utf8'
+)
 
 test('review drawer tools expose the default review tab before conditional document and risk tabs', () => {
   assert.match(createViewTemplate, /v-if="activeReviewPayload && reviewOverviewDrawerAvailable"[\s\S]*title="报销识别核对"[\s\S]*@click="switchToReviewOverviewDrawer"/)
@@ -58,6 +85,157 @@ test('review drawer tool buttons switch modes instead of toggling the active mod
   assert.doesNotMatch(createViewScript, /REVIEW_DRAWER_MODE_FLOW\s*\?\s*REVIEW_DRAWER_MODE_REVIEW/)
 })
 
+test('document review drawer fills sidebar height and preview dialog is centered', () => {
+  assert.match(createViewTemplate, /class="insight-body"[\s\S]*:class="\{ 'document-review-body': isReviewDocumentDrawer \}"/)
+  assert.match(createViewBaseStyles, /\.insight-panel-shell\s*\{[\s\S]*display:\s*flex;[\s\S]*min-height:\s*0;/)
+  assert.match(createViewPart2Styles, /\.insight-body\.document-review-body\s*\{[\s\S]*display:\s*flex;[\s\S]*overflow:\s*hidden;/)
+  assert.match(createViewPart2Styles, /\.review-ticket-drawer\s*\{[\s\S]*grid-template-rows:\s*auto minmax\(0,\s*1fr\);[\s\S]*height:\s*100%;[\s\S]*overflow:\s*hidden;/)
+  assert.match(createViewPart2Styles, /\.review-document-stage\s*\{[\s\S]*grid-template-rows:\s*auto auto minmax\(0,\s*1fr\);/)
+  assert.match(createViewPart2Styles, /\.review-document-scroll\s*\{[\s\S]*max-height:\s*none;[\s\S]*min-height:\s*0;/)
+  assert.match(createViewPart2Styles, /\.review-document-preview-card\.image\s*\{[\s\S]*place-items:\s*center;[\s\S]*min-height:\s*220px;/)
+  assert.match(createViewPart2Styles, /\.review-document-preview-card\.image img\s*\{[\s\S]*height:\s*auto;[\s\S]*object-fit:\s*contain;/)
+  assert.doesNotMatch(createViewPart2Styles, /\.review-document-preview-card\.image img\s*\{[\s\S]*object-fit:\s*cover;/)
+  assert.match(createViewPart4Styles, /\.review-overlay\s*\{[\s\S]*align-items:\s*center;[\s\S]*justify-content:\s*center;/)
+  assert.match(createViewPart4Styles, /\.review-preview-modal\s*\{[\s\S]*margin:\s*auto;[\s\S]*flex:\s*none;/)
+})
+
+test('document preview avoids restored stale object urls', () => {
+  assert.match(createViewTemplate, /v-if="documentPreviewDialog\.kind === 'image'"[\s\S]*:key="documentPreviewDialog\.renderKey"/)
+  assert.match(createViewTemplate, /v-else-if="documentPreviewDialog\.kind === 'pdf'"[\s\S]*:key="documentPreviewDialog\.renderKey"/)
+  assert.match(reviewDrawerScript, /renderKey:\s*''/)
+  assert.match(reviewDrawerScript, /renderKey:\s*\[[\s\S]*Date\.now\(\)[\s\S]*\]\.join\('__'\)/)
+  assert.match(attachmentsScript, /isTemporaryPreviewUrl/)
+  assert.match(attachmentsScript, /existingPreview\?\.url && !isTemporaryPreviewUrl\(existingPreview\.url\)/)
+  assert.match(sessionStateScript, /filterPersistableFilePreviews\(state\.reviewFilePreviews\)/)
+  assert.doesNotMatch(sessionStateScript, /filterPersistableFilePreviews\(nextState\.reviewFilePreviews\)/)
+})
+
+test('local transport review no longer uses the travel hotel template', () => {
+  const reviewPayload = {
+    slot_cards: [
+      {
+        key: 'expense_type',
+        label: '报销类型',
+        value: '交通费',
+        normalized_value: 'transport',
+        status: 'identified'
+      }
+    ],
+    document_cards: [
+      {
+        document_type: 'taxi_receipt',
+        suggested_expense_type: 'transport',
+        scene_label: '交通费'
+      }
+    ]
+  }
+
+  assert.equal(isTravelReviewPayload(reviewPayload, { expense_type: '交通费' }), false)
+  assert.match(createViewScript, /shouldShowReviewFactCard\(reviewPayload, 'customer_name'/)
+  assert.doesNotMatch(
+    createViewScript,
+    /key:\s*'customer_name'[\s\S]{0,220}placeholder:\s*'请输入客户名称'[\s\S]{0,80}\},\s*\{[\s\S]{0,80}key:\s*'attachments'/
+  )
+  assert.match(createViewTemplate, /placeholder="例如：出租车\/网约车票据 \/ 火车\/高铁票"/)
+  assert.doesNotMatch(createViewTemplate, /票据场景[\s\S]{0,260}例如：业务招待费 \/ 差旅费/)
+})
+
+test('local save of changed reimbursement category updates edit fields too', () => {
+  const nextPayload = buildLocallySyncedReviewPayload(
+    {
+      can_proceed: false,
+      edit_fields: [
+        { key: 'expense_type', label: '报销分类', value: '交通费' },
+        { key: 'reason', label: '事由', value: '打车去客户现场' }
+      ],
+      slot_cards: [
+        {
+          key: 'expense_type',
+          label: '报销类型',
+          value: '交通费',
+          normalized_value: 'transport',
+          required: true,
+          status: 'identified'
+        }
+      ],
+      confirmation_actions: []
+    },
+    {
+      expense_type: '办公用品费',
+      reason_value: '右侧核对后改为办公用品费'
+    }
+  )
+
+  const expenseTypeField = nextPayload.edit_fields.find((item) => item.key === 'expense_type')
+  assert.equal(expenseTypeField.value, '办公用品费')
+  assert.equal(nextPayload.slot_cards[0].value, '办公用品费')
+})
+
+test('next step action uses rich text guidance and confirm dialog instead of footer button', () => {
+  const reviewPayload = {
+    can_proceed: true,
+    risk_briefs: [
+      { level: 'low', title: '票据提示', content: '普通提示' }
+    ],
+    confirmation_actions: [
+      { action_type: 'save_draft', label: '保存为草稿' },
+      { action_type: 'next_step', label: '继续下一步', emphasis: 'primary' }
+    ]
+  }
+  const copy = buildReviewNextStepRichCopy(reviewPayload, { detailHref: '/app/requests/claim-1' })
+  const rendered = renderMarkdown(copy)
+
+  assert.match(copy, /系统识别您的单据已经填写完所有已知信息/)
+  assert.match(copy, /现存在 1 条低风险，0 条中风险，0 条高风险/)
+  assert.doesNotMatch(copy, /#review-risk-low/)
+  assert.doesNotMatch(copy, /#review-risk-medium/)
+  assert.doesNotMatch(copy, /#review-risk-high/)
+  assert.match(copy, /\[右侧\]\(#review-risk-panel\) 风险信息提示窗/)
+  assert.match(copy, /\[继续下一步\]\(#review-next-step\)/)
+  assert.match(copy, /\[快速修改单据信息\]\(\/app\/requests\/claim-1\)/)
+  assert.doesNotMatch(rendered, /markdown-risk-link-/)
+  assert.match(rendered, /<span class="markdown-risk-text-low">低风险<\/span>/)
+  assert.match(rendered, /<span class="markdown-risk-text-medium">中风险<\/span>/)
+  assert.match(rendered, /<span class="markdown-risk-text-high">高风险<\/span>/)
+  assert.doesNotMatch(rendered, /href="#review-risk-low"/)
+  assert.doesNotMatch(rendered, /href="#review-risk-medium"/)
+  assert.doesNotMatch(rendered, /href="#review-risk-high"/)
+  assert.match(rendered, /markdown-action-link-risk/)
+  assert.match(rendered, /markdown-action-link-next/)
+  assert.deepEqual(resolveReviewFooterActions(reviewPayload), [])
+
+  const highRiskCopy = buildReviewNextStepRichCopy(
+    {
+      ...reviewPayload,
+      risk_briefs: [{ level: 'high', title: '金额超标' }]
+    },
+    { detailHref: '/app/requests/claim-1' }
+  )
+  assert.doesNotMatch(highRiskCopy, /\[继续下一步\]\(#review-next-step\)/)
+
+  assert.match(createViewTemplate, /class="review-next-step-rich-copy message-answer-markdown"[\s\S]*renderMarkdown\(buildReviewNextStepRichCopyForMessage\(message\)\)/)
+  assert.match(createViewTemplate, /class="message-bubble" :class="buildMessageBubbleClass\(message\)"/)
+  assert.match(createViewTemplate, /:open="nextStepConfirmDialog\.open"[\s\S]*title="确认提交当前单据？"[\s\S]*confirm-text="确认提交"/)
+  assert.match(createViewScript, /const REVIEW_NEXT_STEP_HREF = '#review-next-step'/)
+  assert.match(createViewScript, /buildReviewRiskLevelCounts/)
+  assert.match(createViewScript, /function buildMessageBubbleClass\(message\)/)
+  assert.match(createViewScript, /message-bubble-review-risk-high/)
+  assert.match(createViewScript, /message-bubble-review-risk-medium/)
+  assert.match(createViewScript, /message-bubble-review-risk-low/)
+  assert.match(createViewScript, /function openReviewNextStepConfirm\(message\)/)
+  assert.match(createViewScript, /async function confirmReviewNextStepSubmit\(\)/)
+  assert.match(createViewScript, /href === REVIEW_NEXT_STEP_HREF[\s\S]*openReviewNextStepConfirm\(message\)/)
+  assert.match(createViewScript, /href\.startsWith\(REVIEW_RISK_PANEL_HREF_PREFIX\)[\s\S]*switchReviewDrawerMode\(REVIEW_DRAWER_MODE_RISK\)/)
+  assert.match(createViewBaseStyles, /\.message-bubble-review-risk-low\s*\{[\s\S]*border-color:\s*rgba\(37,\s*99,\s*235,/)
+  assert.match(createViewBaseStyles, /\.message-bubble-review-risk-medium\s*\{[\s\S]*border-color:\s*rgba\(217,\s*119,\s*6,/)
+  assert.match(createViewBaseStyles, /\.message-bubble-review-risk-high\s*\{[\s\S]*border-color:\s*rgba\(220,\s*38,\s*38,/)
+  assert.doesNotMatch(createViewBaseStyles, /markdown-risk-link-low/)
+  assert.match(createViewBaseStyles, /\.markdown-risk-text-low[\s\S]*color:\s*#2563eb/)
+  assert.match(createViewBaseStyles, /\.markdown-risk-text-medium[\s\S]*color:\s*#d97706/)
+  assert.match(createViewBaseStyles, /\.markdown-risk-text-high[\s\S]*color:\s*#dc2626/)
+  assert.match(createViewPart3Styles, /\.review-next-step-rich-copy\s*\{[\s\S]*margin-top:\s*30px;/)
+})
+
 test('review risk drawer lists risk briefs without score and posts details into the conversation', () => {
   const riskItemsBlock = createViewScript.match(/function buildReviewRiskItems\(reviewPayload\) \{[\s\S]*?\n\}\n\nfunction buildReviewRiskConversationText/)
   assert.ok(riskItemsBlock, 'risk item builder should be present')
@@ -80,8 +258,12 @@ test('review risk drawer lists risk briefs without score and posts details into
   )
   assert.doesNotMatch(createViewTemplate, /\{\{\s*item\.levelLabel\s*\}\}/)
   assert.match(createViewTemplate, /class="review-side-risk-icon" :title="item\.levelLabel"/)
+  assert.match(createViewScript, /info:\s*\{[\s\S]*label:\s*'提示'/)
   assert.match(createViewScript, /medium:\s*\{[\s\S]*label:\s*'中风险'/)
   assert.match(createViewScript, /low:\s*\{[\s\S]*label:\s*'低风险'/)
+  assert.match(createViewScript, /const isInfo = String\(item\?\.level \|\| ''\)\.trim\(\) === 'info'/)
+  assert.match(createViewScript, /\$\{isInfo \? '提示内容' : '风险点'\}：\$\{summary\}/)
+  assert.match(createViewScript, /\$\{isInfo \? '处理建议' : '修改建议'\}：\$\{suggestion\}/)
   assert.match(createViewScript, /function normalizeReviewRiskTitle/)
   assert.match(createViewScript, /\.replace\(\/AI\\s\*预审/)
   assert.match(createViewScript, /\.replace\(\/\(高风险\|中风险\|低风险\)\/g,\s*''\)/)
@@ -98,7 +280,8 @@ test('review risk drawer lists risk briefs without score and posts details into
     /function appendReviewRiskBriefToConversation\(item\) \{[\s\S]*messages\.value\.push\(createMessage\('assistant'/
   )
   assert.match(createViewScript, /function buildReviewRiskConversationText\(item, detailTarget = \{\}\)/)
-  assert.match(createViewScript, /function resolveReviewRiskDetailTarget\(\) \{[\s\S]*router\.resolve\(\{[\s\S]*name: 'app-request-detail'/)
+  assert.match(createViewScript, /function resolveReviewDetailTarget\(message = null\) \{[\s\S]*router\.resolve\(\{[\s\S]*name: 'app-request-detail'/)
+  assert.match(createViewScript, /function resolveReviewRiskDetailTarget\(\) \{[\s\S]*return resolveReviewDetailTarget\(\)/)
   assert.match(createViewScript, /进入 \$\{claimNo\} 详情重新填写/)
   assert.match(createViewTemplate, /class="expense-query-risk-row"[\s\S]*appendExpenseQueryRiskToConversation\(record, risk\)/)
   assert.match(createViewScript, /function appendExpenseQueryRiskToConversation\(record, risk\) \{[\s\S]*进入 \$\{claimNo\} 详情重新填写/)

web/tests/travel-request-detail-risk-advice.test.mjs

@@ -67,15 +67,15 @@ const attachmentMeta = {
     severity: 'high',
     label: '高风险',
     headline: '票据类型不匹配',
-    summary: '交通票据挂在办公费明细下。',
+    summary: '交通票据挂在办公用品费明细下。',
-    points: ['票据识别为出租车/网约车票据', '当前费用项目为办公费'],
+    points: ['票据识别为出租车/网约车票据', '当前费用项目为办公用品费'],
     suggestion: '把费用项目调整为交通费，或更换为办公用品票据。'
   }
 }
 
 test('attachment insight exposes recognition fields and rule basis', () => {
   const insight = buildAttachmentInsightViewModel(attachmentMeta, {
-    name: '办公费',
+    name: '办公用品费',
     itemType: 'office'
   })
 
@@ -90,7 +90,7 @@ test('AI advice card splits every attachment risk point with basis and suggestio
     expenseItems: [
       {
         id: 'item-1',
-        name: '办公费',
+        name: '办公用品费',
         invoiceId: 'taxi-invoice.pdf'
       }
     ],
@@ -278,7 +278,7 @@ test('AI advice view model exposes grouped completion and risk sections', () =>
         tone: 'high',
         label: '高风险',
         title: '票据类型不匹配',
-        risk: '交通票据挂在办公费明细下。',
+        risk: '交通票据挂在办公用品费明细下。',
         ruleBasis: ['附件类型与当前费用项目不匹配。'],
         suggestion: '把费用项目调整为交通费。'
       }