feat: 重构报销单服务并完善前端提交与审核交互

重构 expense_claims 服务模块结构并优化差旅票据审核逻辑，
增强用户代理服务的票据类型识别，前端报销创建页面拆分为
附件模型和会话模型模块，重构提交编排器和草稿关联确认流
程，更新知识库索引，补充单元测试。

nul

@@ -1 +0,0 @@
-/usr/bin/bash: line 1: rg: command not found

server/src/app/services/expense_claims.py

@@ -956,7 +956,12 @@ class ExpenseClaimService:
     ) -> dict[str, Any]:
         review_action = str(context_json.get("review_action") or "").strip()
         if review_action not in PERSISTENT_EXPENSE_REVIEW_ACTIONS:
-            return self._build_expense_review_preview_result(context_json)
+            return self._build_expense_review_preview_result(
+                user_id=user_id,
+                message=message,
+                ontology=ontology,
+                context_json=context_json,
+            )
 
         result = self.upsert_draft_from_ontology(
             run_id=run_id,
@@ -1051,15 +1056,29 @@ class ExpenseClaimService:
             "invoice_count": int(claim.invoice_count or 0),
         }
 
-    def _build_expense_review_preview_result(self, context_json: dict[str, Any]) -> dict[str, Any]:
+    def _build_expense_review_preview_result(
+        self,
+        *,
+        user_id: str | None,
+        message: str,
+        ontology: OntologyParseResult,
+        context_json: dict[str, Any],
+    ) -> dict[str, Any]:
         attachment_count = self._resolve_attachment_count(context_json)
+        calculation_copy = self._build_expense_review_preview_calculation_copy(
+            user_id=user_id,
+            message=message,
+            ontology=ontology,
+            context_json=context_json,
+        )
         return {
-            "message": (
+            "message": "\n\n".join(
-                "我已先整理出本次报销的待核对信息。"
+                item
-                "如果附件还没有上传，金额可以先按制度口径做参考测算："
+                for item in [
-                "差旅费按“交通票据金额 + 住宿标准 × 出差天数 + 出差补贴 × 出差天数”估算；"
+                    "我已先整理出本次报销的待核对信息。下面是基于当前信息的制度测算，票据补齐后会按真实金额重新复核。",
-                "交通费、住宿费等其他费用以实际票据金额为基础，再按规则中心限额和审批口径复核。"
+                    calculation_copy,
-                "后续补充票据后，我会用真实票据金额重新校验。"
+                ]
+                if item
             ),
             "draft_only": True,
             "preview_only": True,
@@ -1067,6 +1086,145 @@ class ExpenseClaimService:
             "invoice_count": attachment_count,
         }
 
+    def _build_expense_review_preview_calculation_copy(
+        self,
+        *,
+        user_id: str | None,
+        message: str,
+        ontology: OntologyParseResult,
+        context_json: dict[str, Any],
+    ) -> str:
+        expense_type = self._resolve_explicit_review_expense_type(context_json) or self._resolve_expense_type(
+            ontology.entities,
+            context_json=context_json,
+        )
+        if expense_type == "travel" or (
+            (not expense_type or expense_type == "other")
+            and self._should_preview_as_travel(message=message, context_json=context_json)
+        ):
+            return self._build_travel_review_preview_calculation_copy(
+                user_id=user_id,
+                message=message,
+                ontology=ontology,
+                context_json=context_json,
+            )
+
+        amount = self._resolve_amount(ontology.entities, context_json=context_json) or Decimal("0.00")
+        expense_label = EXPENSE_TYPE_LABELS.get(str(expense_type or "").strip(), "当前费用")
+        return "\n".join(
+            [
+                "报销测算参考：",
+                "",
+                "| 项目 | 当前信息 | 复核口径 |",
+                "| --- | --- | --- |",
+                f"| 费用类型 | {expense_label} | 匹配规则中心对应费用标准 |",
+                f"| 票据金额 | {self._format_decimal_amount(amount)} 元 | 以真实票据识别金额和用户确认金额为准 |",
+                "| 规则校验 | 待票据和关键信息补齐 | 按费用类型、发生地点、业务事由和审批口径复核 |",
+            ]
+        )
+
+    def _build_travel_review_preview_calculation_copy(
+        self,
+        *,
+        user_id: str | None,
+        message: str,
+        ontology: OntologyParseResult,
+        context_json: dict[str, Any],
+    ) -> str:
+        location = self._resolve_location(message=message, context_json=context_json) or "待确认"
+        occurred_at = self._resolve_occurred_at(ontology, context_json=context_json) or datetime.now(UTC)
+        days, _, _ = self._resolve_travel_allowance_days(
+            context_json=context_json,
+            occurred_at=occurred_at,
+        )
+        amount = self._resolve_amount(ontology.entities, context_json=context_json) or Decimal("0.00")
+        employee = self._resolve_employee(
+            ontology=ontology,
+            context_json=context_json,
+            user_id=user_id,
+        )
+        grade = str(
+            context_json.get("employee_grade")
+            or context_json.get("grade")
+            or context_json.get("user_grade")
+            or (employee.grade if employee is not None else "")
+            or ""
+        ).strip()
+
+        if location == "待确认" or not grade:
+            return "\n".join(
+                [
+                    "报销测算参考：",
+                    "",
+                    "| 项目 | 当前信息 | 测算说明 |",
+                    "| --- | --- | --- |",
+                    f"| 出差地点 | {location} | 用于匹配城市住宿标准和补贴区域 |",
+                    f"| 出差天数 | {days} 天 | 来自业务发生时间或用户描述 |",
+                    f"| 职级 | {grade or '待确认'} | 补齐后才能匹配住宿标准和补贴档位 |",
+                    f"| 交通票据 | {self._format_decimal_amount(amount)} 元 | 上传票据后按真实金额重新复核 |",
+                ]
+            )
+
+        try:
+            from app.services.travel_reimbursement_calculator import (
+                TravelReimbursementCalculatorService,
+            )
+
+            result = TravelReimbursementCalculatorService(self.db).calculate(
+                TravelReimbursementCalculatorRequest(days=days, location=location, grade=grade),
+                CurrentUserContext(
+                    username=str(user_id or context_json.get("name") or "anonymous").strip() or "anonymous",
+                    name=str(context_json.get("name") or user_id or "anonymous").strip() or "anonymous",
+                    role_codes=[],
+                    is_admin=False,
+                ),
+            )
+        except ValueError:
+            return "\n".join(
+                [
+                    "报销测算参考：",
+                    "",
+                    "| 项目 | 当前信息 | 测算说明 |",
+                    "| --- | --- | --- |",
+                    f"| 出差地点 | {location} | 暂时未能匹配规则中心地点 |",
+                    f"| 出差天数 | {days} 天 | 来自业务发生时间或用户描述 |",
+                    f"| 职级 | {grade} | 暂时无法自动匹配差旅标准 |",
+                    f"| 交通票据 | {self._format_decimal_amount(amount)} 元 | 上传票据后按真实金额重新复核 |",
+                ]
+            )
+
+        ticket_amount = amount.quantize(Decimal("0.01"))
+        total_amount = (
+            ticket_amount
+            + Decimal(result.hotel_amount or Decimal("0.00"))
+            + Decimal(result.allowance_amount or Decimal("0.00"))
+        ).quantize(Decimal("0.01"))
+        ticket_basis = "当前未上传交通票据，先按 0.00 元占位" if ticket_amount <= Decimal("0.00") else "已识别或填写的交通票据金额"
+        return "\n".join(
+            [
+                "报销测算参考：",
+                "",
+                f"职级 {grade}，目的地 {location}，匹配城市 {result.matched_city}；补齐交通、酒店等票据后，我会按真实票据金额和规则中心标准重新复核。",
+                "",
+                "| 项目 | 测算口径 | 金额 |",
+                "| --- | --- | ---: |",
+                f"| 交通票据 | {ticket_basis} | {self._format_decimal_amount(ticket_amount)} 元 |",
+                f"| 住宿标准 | {self._format_decimal_amount(result.hotel_rate)} 元/天 × {days} 天 | {self._format_decimal_amount(result.hotel_amount)} 元 |",
+                f"| 出差补贴 | {self._format_decimal_amount(result.total_allowance_rate)} 元/天 × {days} 天 | {self._format_decimal_amount(result.allowance_amount)} 元 |",
+                f"| 参考合计 | 交通票据 + 住宿标准 + 出差补贴 | {self._format_decimal_amount(total_amount)} 元 |",
+            ]
+        )
+
+    @staticmethod
+    def _should_preview_as_travel(*, message: str, context_json: dict[str, Any]) -> bool:
+        text_parts = [message]
+        review_form_values = context_json.get("review_form_values")
+        if isinstance(review_form_values, dict):
+            text_parts.extend(str(value or "") for value in review_form_values.values())
+        text_parts.extend(str(context_json.get(key) or "") for key in ("user_input_text", "raw_text", "ocr_summary"))
+        compact = "".join(text_parts)
+        return any(keyword in compact for keyword in ("差旅", "出差", "火车票", "机票", "酒店", "住宿票"))
+
     def delete_claim(self, claim_id: str, current_user: CurrentUserContext) -> ExpenseClaim | None:
         claim = self.get_claim(claim_id, current_user)
         if claim is None:
@@ -1388,6 +1546,30 @@ class ExpenseClaimService:
             existing_flags=list(claim.risk_flags_json or []) if claim is not None else [],
             next_flags=list(ontology.risk_flags),
         )
+        if context_documents or attachment_names:
+            document_specs = self._build_context_item_specs(
+                context_documents=context_documents,
+                attachment_names=attachment_names,
+                occurred_at=final_occurred_at,
+                expense_type=final_expense_type,
+                amount=final_amount,
+                reason=final_reason,
+                location=final_location,
+                context_json=context_json,
+                employee_grade=str(employee.grade or "").strip() if employee is not None else "",
+                user_id=user_id,
+            )
+        else:
+            document_specs = []
+
+        if claim is not None and review_action == "link_to_existing_draft" and document_specs:
+            duplicate_result = self._build_duplicate_attachment_block_result(
+                claim=claim,
+                document_specs=document_specs,
+                context_documents=context_documents,
+            )
+            if duplicate_result is not None:
+                return duplicate_result
 
         try:
             if claim is None:
@@ -1443,22 +1625,6 @@ class ExpenseClaimService:
                 claim.risk_flags_json = final_risk_flags
 
             self.db.flush()
-            if context_documents or attachment_names:
-                document_specs = self._build_context_item_specs(
-                    context_documents=context_documents,
-                    attachment_names=attachment_names,
-                    occurred_at=final_occurred_at,
-                    expense_type=final_expense_type,
-                    amount=final_amount,
-                    reason=final_reason,
-                    location=final_location,
-                    context_json=context_json,
-                    employee_grade=str(employee.grade or "").strip() if employee is not None else "",
-                    user_id=user_id,
-                )
-            else:
-                document_specs = []
-
             if document_specs and (is_new_claim or review_action in DOCUMENT_ASSOCIATION_REVIEW_ACTIONS):
                 if review_action == "link_to_existing_draft" and claim.items:
                     self._append_document_items(
@@ -2081,6 +2247,157 @@ class ExpenseClaimService:
                 )
                 self.db.add(claim.items[-1])
 
+    def _build_duplicate_attachment_block_result(
+        self,
+        *,
+        claim: ExpenseClaim,
+        document_specs: list[dict[str, Any]],
+        context_documents: list[dict[str, Any]],
+    ) -> dict[str, Any] | None:
+        duplicate_matches = self._find_duplicate_attachment_matches(
+            claim=claim,
+            document_specs=document_specs,
+            context_documents=context_documents,
+        )
+        if not duplicate_matches:
+            return None
+
+        duplicate_labels = list(
+            dict.fromkeys(
+                str(item.get("incoming_label") or item.get("existing_label") or "").strip()
+                for item in duplicate_matches
+                if str(item.get("incoming_label") or item.get("existing_label") or "").strip()
+            )
+        )
+        duplicate_text = "、".join(duplicate_labels[:3]) or "本次上传票据"
+        reason = (
+            f"检测到本次上传的票据与草稿 {claim.claim_no} 中已有票据重复：{duplicate_text}。"
+            "请重新上传不同的票据后再归集。"
+        )
+        return {
+            "message": reason,
+            "draft_only": False,
+            "status": "blocked",
+            "duplicate_attachment_blocked": True,
+            "duplicate_invoice_blocked": True,
+            "submission_blocked": True,
+            "submission_blocked_reasons": [reason],
+            "missing_fields": [reason],
+            "risk_flags": ["duplicate_invoice"],
+            "duplicate_attachments": duplicate_matches,
+            "claim_id": claim.id,
+            "claim_no": claim.claim_no,
+            "amount": float(claim.amount or Decimal("0.00")),
+            "invoice_count": int(claim.invoice_count or 0),
+        }
+
+    def _find_duplicate_attachment_matches(
+        self,
+        *,
+        claim: ExpenseClaim,
+        document_specs: list[dict[str, Any]],
+        context_documents: list[dict[str, Any]],
+    ) -> list[dict[str, str]]:
+        existing_tokens: dict[str, dict[str, str]] = {}
+        for item in list(claim.items or []):
+            if str(item.item_type or "").strip() in SYSTEM_GENERATED_ITEM_TYPES:
+                continue
+            invoice_id = str(item.invoice_id or "").strip()
+            if not invoice_id:
+                continue
+
+            display_name = self._resolve_attachment_display_name(invoice_id)
+            for token in self._build_duplicate_attachment_tokens(invoice_id):
+                existing_tokens.setdefault(
+                    token,
+                    {
+                        "existing_label": display_name or invoice_id,
+                        "existing_item_id": str(item.id or ""),
+                        "match_type": "filename",
+                    },
+                )
+
+            file_path = self._resolve_item_attachment_path(item)
+            if file_path is not None and file_path.exists():
+                metadata = self._read_attachment_meta(file_path)
+                document_info = metadata.get("document_info")
+                if isinstance(document_info, dict):
+                    for invoice_key in self._collect_invoice_keys_from_document_info(document_info):
+                        token = self._normalize_duplicate_attachment_token(invoice_key)
+                        if token:
+                            existing_tokens.setdefault(
+                                token,
+                                {
+                                    "existing_label": display_name or invoice_id,
+                                    "existing_item_id": str(item.id or ""),
+                                    "match_type": "invoice_key",
+                                },
+                            )
+
+        if not existing_tokens:
+            return []
+
+        document_by_filename = {
+            str(document.get("filename") or "").strip(): document
+            for document in context_documents
+            if isinstance(document, dict) and str(document.get("filename") or "").strip()
+        }
+        matches: list[dict[str, str]] = []
+        seen_tokens: set[str] = set()
+        for spec in document_specs:
+            if str(spec.get("item_type") or "").strip() in SYSTEM_GENERATED_ITEM_TYPES:
+                continue
+            invoice_id = str(spec.get("invoice_id") or "").strip()
+            if not invoice_id:
+                continue
+            incoming_tokens = self._build_duplicate_attachment_tokens(invoice_id)
+            document = document_by_filename.get(invoice_id)
+            if document is not None:
+                incoming_tokens.extend(
+                    self._normalize_duplicate_attachment_token(invoice_key)
+                    for invoice_key in self._collect_invoice_keys_from_incoming_document(document)
+                )
+            for token in incoming_tokens:
+                if not token or token in seen_tokens or token not in existing_tokens:
+                    continue
+                seen_tokens.add(token)
+                existing = existing_tokens[token]
+                matches.append(
+                    {
+                        "incoming_label": self._resolve_attachment_display_name(invoice_id) or invoice_id,
+                        "existing_label": existing.get("existing_label", ""),
+                        "existing_item_id": existing.get("existing_item_id", ""),
+                        "match_type": existing.get("match_type", "filename"),
+                    }
+                )
+        return matches
+
+    @classmethod
+    def _build_duplicate_attachment_tokens(cls, value: str | None) -> list[str]:
+        raw = str(value or "").strip()
+        display_name = cls._resolve_attachment_display_name(raw)
+        candidates = [raw, display_name]
+        return list(
+            dict.fromkeys(
+                token
+                for token in (cls._normalize_duplicate_attachment_token(candidate) for candidate in candidates)
+                if token
+            )
+        )
+
+    @staticmethod
+    def _normalize_duplicate_attachment_token(value: str | None) -> str:
+        normalized = Path(str(value or "").strip()).name.lower()
+        normalized = re.sub(r"\s+", "", normalized)
+        normalized = re.sub(r"[^\w.\-\u4e00-\u9fff]+", "_", normalized).strip("._")
+        return normalized
+
+    def _collect_invoice_keys_from_incoming_document(self, document: dict[str, Any]) -> list[str]:
+        document_info = dict(document or {})
+        if "fields" not in document_info and isinstance(document_info.get("document_fields"), list):
+            document_info["fields"] = document_info.get("document_fields")
+        return self._collect_invoice_keys_from_document_info(document_info)
+
     def _resolve_document_item_type(self, document: dict[str, Any], *, fallback: str) -> str:
         document_type = str(document.get("document_type") or "").strip()
         mapped_type = DOCUMENT_TYPE_ITEM_TYPE_MAP.get(document_type)

server/src/app/services/user_agent.py

@@ -3354,23 +3354,23 @@ class UserAgentService:
         location = slots.get("location")
         customer = slots.get("customer_name")
 
-        summary = "我先根据您当前提供的信息整理出一笔报销。"
+        summary = "我先根据您当前提供的信息整理出一笔报销："
         if expense_type and expense_type.value:
-            summary = f"识别到您希望报销一笔“{expense_type.value}”费用。"
+            summary = f"识别到您希望报销一笔“{expense_type.value}”费用："
         details: list[str] = []
         if customer and customer.value:
-            details.append(f"客户为 {customer.value}")
+            details.append(f"客户：{customer.value}")
         if time_range and time_range.value:
-            details.append(f"时间为 {time_range.value}")
+            details.append(f"时间：{time_range.value}")
         if location and location.value:
-            details.append(f"地点为 {location.value}")
+            details.append(f"地点：{location.value}")
         if amount and amount.value:
-            details.append(f"金额为 {amount.value}")
+            details.append(f"金额：{amount.value}")
         reason = slots.get("reason")
         if reason and reason.value:
-            details.append(f"事由是 {reason.value}")
+            details.append(f"事由：{reason.value}")
         if details:
-            return f"{summary} {'，'.join(details)}。"
+            return "\n\n".join([summary, "基础信息识别结果：", "\n".join(details)])
         return summary
 
     def _build_review_body_answer(
@@ -3399,6 +3399,11 @@ class UserAgentService:
                 slot_cards=review_payload.slot_cards,
                 claim_groups=review_payload.claim_groups,
             )
+        if payload.tool_payload.get("duplicate_attachment_blocked") or payload.tool_payload.get("duplicate_invoice_blocked"):
+            return (
+                str(payload.tool_payload.get("message") or "").strip()
+                or "检测到本次上传票据与当前单据已有票据重复，请重新上传不同的票据后再归集。"
+            )
         if review_action == "save_draft":
             if draft_payload is not None and draft_payload.claim_no:
                 return (
@@ -3441,7 +3446,7 @@ class UserAgentService:
                     )
                 return str(payload.tool_payload.get("message") or "").strip() or "当前报销单暂时还不能提交审批。"
             return (
-                f"{self._build_review_intent_summary(payload, slot_cards=review_payload.slot_cards, claim_groups=review_payload.claim_groups)} "
+                f"{self._build_review_intent_summary(payload, slot_cards=review_payload.slot_cards, claim_groups=review_payload.claim_groups)}\n\n"
                 "当前关键信息已基本齐全，您确认无误后可以继续下一步。"
             )
         return review_payload.body_message or None
@@ -3497,7 +3502,7 @@ class UserAgentService:
         expense_type_slot = next((item for item in slot_cards if item.key == "expense_type"), None)
         if expense_type_slot is not None and not str(expense_type_slot.value or "").strip():
             return (
-                f"{self._build_review_intent_summary(payload, slot_cards=slot_cards, claim_groups=[])} "
+                f"{self._build_review_intent_summary(payload, slot_cards=slot_cards, claim_groups=[])}\n\n"
                 "我已经先保留了当前识别出的时间、地点和事由，但还不能确定这张单据应该走哪类报销流程。"
                 "请先点击“选择报销类型”，在差旅费、交通费、住宿费等选项中选定；"
                 "选定后，后续上传的票据都会作为这张单据的补充继续核对，不会重新改判报销类型。"
@@ -3616,17 +3621,17 @@ class UserAgentService:
             [
                 "报销测算参考：",
                 "",
+                (
+                    f"职级 {calculation.grade}，目的地 {destination}，匹配城市 {calculation.matched_city}；"
+                    "补齐交通、酒店等票据后，我会按真实票据金额和规则中心标准重新复核。"
+                ),
+                "",
                 "| 项目 | 测算口径 | 金额 |",
                 "| --- | --- | ---: |",
                 f"| 交通票据 | {ticket_basis} | {self._format_decimal_money(ticket_amount)} 元 |",
                 f"| 住宿标准 | {self._format_decimal_money(calculation.hotel_rate)} 元/天 × {calculation.days} 天 | {self._format_decimal_money(calculation.hotel_amount)} 元 |",
                 f"| 出差补贴 | {self._format_decimal_money(calculation.total_allowance_rate)} 元/天 × {calculation.days} 天 | {self._format_decimal_money(calculation.allowance_amount)} 元 |",
                 f"| 参考合计 | 交通票据 + 住宿标准 + 出差补贴 | {self._format_decimal_money(total_amount)} 元 |",
-                "",
-                (
-                    f"测算依据：职级 {calculation.grade}，目的地 {destination}，匹配城市 {calculation.matched_city}；"
-                    "补齐交通、酒店等票据后，我会按真实票据金额和规则中心标准重新复核。"
-                ),
             ]
         )
 
@@ -3850,7 +3855,6 @@ class UserAgentService:
         *,
         mention_save_draft: bool,
     ) -> str:
-        missing_count = len(review_payload.missing_slots)
         reminder_count = len(review_payload.risk_briefs)
 
         if review_payload.can_proceed:
@@ -3861,18 +3865,7 @@ class UserAgentService:
                 )
             return "当前关键信息已基本齐全，您确认无误后可以继续下一步。"
 
-        issue_parts: list[str] = []
+        return ""
-        if missing_count:
-            issue_parts.append(f"{missing_count} 项信息待补充")
-        if reminder_count:
-            issue_parts.append(f"{reminder_count} 条提醒")
-        issue_summary = "、".join(issue_parts) if issue_parts else "一些细节还需要进一步确认"
-
-        suffix = "；如果想先暂存，也可以点击对话文字中的“草稿”。" if mention_save_draft else "。"
-        return (
-            f"当前还有 {issue_summary}。"
-            f"请核查对话中的文字说明{suffix}"
-        )
 
     @staticmethod
     def _can_proceed_review(

server/storage/expense_claims/5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/07085673-a7df-4622-abb7-12f6552c780d/酒店2.jpg.meta.json

@@ -0,0 +1,82 @@
+{
+  "file_name": "酒店2.jpg",
+  "storage_key": "5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/07085673-a7df-4622-abb7-12f6552c780d/酒店2.jpg",
+  "media_type": "image/jpeg",
+  "size_bytes": 156877,
+  "uploaded_at": "2026-05-21T14:19:49.450265+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/07085673-a7df-4622-abb7-12f6552c780d/酒店2.preview.jpg",
+  "preview_media_type": "image/jpeg",
+  "preview_file_name": "酒店2.preview.jpg",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为酒店住宿票据。",
+      "附件类型要求：当前费用项目为住宿票，已识别为酒店住宿票据。",
+      "金额字段：已识别到与当前明细接近的金额 2400.00 元。"
+    ],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "hotel_invoice",
+    "document_type_label": "酒店住宿票据",
+    "scene_code": "hotel",
+    "scene_label": "住宿票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "2400元"
+      },
+      {
+        "key": "date",
+        "label": "日期",
+        "value": "2026-02-23"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "上海喜来登酒店"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "SH-SAMPLE-20260223-003"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "hotel_ticket",
+    "current_expense_type_label": "住宿票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "hotel",
+    "recognized_scene_label": "住宿票据",
+    "recognized_document_type": "hotel_invoice",
+    "recognized_document_type_label": "酒店住宿票据",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为住宿票，已识别为酒店住宿票据。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "上海喜来登酒店（样例）\n住宿消费明细单\n单号：SH-SAMPLE-20260223-003\n出单期：2026年2月23\n宾客姓名：\n曹笑竹\n房间类型：豪华床房\n入住日期：\n2026年2月20日\n住晚数： 3晚\n离店期： 2026年223日\n付款式： 现/信卡/其他\n日期\n项目\n计费说明\n单价\n数量\n金额\n2026年2月20日\n至\n住宿费\n豪华大床房\n￥800/晚\n3\n￥2400\n2026年2月22日\n额写：贰仟肆佰元整\n合计：￥2400\n温馨提示：如您对以上账单有任何疑问，请在离店后7天内与酒店联系，感谢您的理解与支持。\n酒店联系式：上海喜来登酒店\n地址：上海市浦东新区银城中路88号 电话：021-12345678\n样例票据|仅供系统测试|无效凭证",
+  "ocr_summary": "上海喜来登酒店（样例）；住宿消费明细单；单号：SH-SAMPLE-20260223-003",
+  "ocr_avg_score": 0.9784442763775587,
+  "ocr_line_count": 32,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.84,
+  "ocr_classification_evidence": [
+    "住宿",
+    "入住",
+    "离店",
+    "酒店"
+  ],
+  "ocr_warnings": []
+}

server/storage/expense_claims/5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/ac0a7cc8-7152-41e3-bcce-bd358459a5a8/2月23_上海-武汉.pdf.meta.json

@@ -0,0 +1,87 @@
+{
+  "file_name": "2月23_上海-武汉.pdf",
+  "storage_key": "5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/ac0a7cc8-7152-41e3-bcce-bd358459a5a8/2月23_上海-武汉.pdf",
+  "media_type": "application/pdf",
+  "size_bytes": 24940,
+  "uploaded_at": "2026-05-21T14:03:40.109269+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/ac0a7cc8-7152-41e3-bcce-bd358459a5a8/2月23_上海-武汉.preview.png",
+  "preview_media_type": "image/png",
+  "preview_file_name": "2月23_上海-武汉.preview.png",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为火车/高铁票。",
+      "附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
+      "金额字段：已识别到与当前明细接近的金额 354.00 元。"
+    ],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "train_ticket",
+    "document_type_label": "火车/高铁票",
+    "scene_code": "travel",
+    "scene_label": "差旅票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "354元"
+      },
+      {
+        "key": "date",
+        "label": "列车出发时间",
+        "value": "2026-02-23 13:54"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "中国铁路"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "26319166100006175398"
+      },
+      {
+        "key": "route",
+        "label": "行程",
+        "value": "上海-武汉"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "train_ticket",
+    "current_expense_type_label": "火车票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "travel",
+    "recognized_scene_label": "差旅票据",
+    "recognized_document_type": "train_ticket",
+    "recognized_document_type_label": "火车/高铁票",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为火车票，已识别为火车/高铁票。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "电子发票\n（铁路电子客票）\n州\n国家税务总局\n发票号码：26319166100006175398\n开票日期:2026年05月18日\n上海市税务局\n上海虹桥站\n武汉站\nG456\nShanghaihongqiao\nWuhan\n2026年02月23日\n13:54开\n12车08B号\n二等座\n票价：￥354.00\n4201061987****1615\n曹笑竹\n电子客票号：6610061086021394837402026\n购买方名称:曹笑竹\n统一社会信用代码：\n买票请到12306发货请到95306\n中国铁路祝您旅途愉快",
+  "ocr_summary": "电子发票；（铁路电子客票）；州",
+  "ocr_avg_score": 0.9620026834309101,
+  "ocr_line_count": 24,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.88,
+  "ocr_classification_evidence": [
+    "铁路电子客票",
+    "电子客票",
+    "铁路",
+    "二等座"
+  ],
+  "ocr_warnings": []
+}

server/storage/expense_claims/5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/b4143190-f375-4f6b-8836-23eee534c99e/2月20_武汉-上海.pdf.meta.json

@@ -0,0 +1,87 @@
+{
+  "file_name": "2月20_武汉-上海.pdf",
+  "storage_key": "5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/b4143190-f375-4f6b-8836-23eee534c99e/2月20_武汉-上海.pdf",
+  "media_type": "application/pdf",
+  "size_bytes": 24995,
+  "uploaded_at": "2026-05-21T14:03:02.982421+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "5544b2a0-a6f5-4ef8-b5b6-c1ac1b03772f/b4143190-f375-4f6b-8836-23eee534c99e/2月20_武汉-上海.preview.png",
+  "preview_media_type": "image/png",
+  "preview_file_name": "2月20_武汉-上海.preview.png",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为火车/高铁票。",
+      "附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
+      "金额字段：已识别到与当前明细接近的金额 354.00 元。"
+    ],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "train_ticket",
+    "document_type_label": "火车/高铁票",
+    "scene_code": "travel",
+    "scene_label": "差旅票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "354元"
+      },
+      {
+        "key": "date",
+        "label": "列车出发时间",
+        "value": "2026-02-20 07:55"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "中国铁路"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "26429165800002785705"
+      },
+      {
+        "key": "route",
+        "label": "行程",
+        "value": "武汉-上海"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "train_ticket",
+    "current_expense_type_label": "火车票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "travel",
+    "recognized_scene_label": "差旅票据",
+    "recognized_document_type": "train_ticket",
+    "recognized_document_type_label": "火车/高铁票",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为火车票，已识别为火车/高铁票。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "电子发票\n（铁路电子客票)\n州\n国家税务总局\n发票号码：26429165800002785705\n湖北省税务局\n开票日期:2026年05月18日\n武汉站\n上海虹桥站\nG458\nWuhan\nShanghaihongqiao\n2026年02月20日\n07:55开\n06车01B号\n二等座\n票价：￥354.00\n4201061987****1615\n曹笑竹\n电子客票号：6580061086021391007342026\n购买方名称:曹笑竹\n统一社会信用代码：\n买票请到12306发货请到95306\n中国铁路祝您旅途愉快",
+  "ocr_summary": "电子发票；（铁路电子客票)；州",
+  "ocr_avg_score": 0.9580968717734019,
+  "ocr_line_count": 24,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.88,
+  "ocr_classification_evidence": [
+    "铁路电子客票",
+    "电子客票",
+    "铁路",
+    "二等座"
+  ],
+  "ocr_warnings": []
+}

server/storage/expense_claims/b00cb2a5-0af3-4a49-9f7a-1f79d0ab873a/ab4d8fae-f59d-460d-94a8-eaf644c83591/2月20_武汉-上海.pdf.meta.json

@@ -0,0 +1,88 @@
+{
+  "file_name": "2月20_武汉-上海.pdf",
+  "storage_key": "b00cb2a5-0af3-4a49-9f7a-1f79d0ab873a/ab4d8fae-f59d-460d-94a8-eaf644c83591/2月20_武汉-上海.pdf",
+  "media_type": "application/pdf",
+  "size_bytes": 24995,
+  "uploaded_at": "2026-05-22T00:38:09.743522+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "b00cb2a5-0af3-4a49-9f7a-1f79d0ab873a/ab4d8fae-f59d-460d-94a8-eaf644c83591/2月20_武汉-上海.preview.png",
+  "preview_media_type": "image/png",
+  "preview_file_name": "2月20_武汉-上海.preview.png",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为火车/高铁票。",
+      "附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
+      "金额字段：已识别到与当前明细接近的金额 354.00 元。"
+    ],
+    "rule_basis": [],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "train_ticket",
+    "document_type_label": "火车/高铁票",
+    "scene_code": "travel",
+    "scene_label": "差旅票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "354元"
+      },
+      {
+        "key": "date",
+        "label": "列车出发时间",
+        "value": "2026-02-20 07:55"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "中国铁路"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "26429165800002785705"
+      },
+      {
+        "key": "route",
+        "label": "行程",
+        "value": "武汉-上海"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "train_ticket",
+    "current_expense_type_label": "火车票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "travel",
+    "recognized_scene_label": "差旅票据",
+    "recognized_document_type": "train_ticket",
+    "recognized_document_type_label": "火车/高铁票",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为火车票，已识别为火车/高铁票。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "电子发票\n（铁路电子客票)\n州\n国家税务总局\n发票号码：26429165800002785705\n湖北省税务局\n开票日期:2026年05月18日\n武汉站\n上海虹桥站\nG458\nWuhan\nShanghaihongqiao\n2026年02月20日\n07:55开\n06车01B号\n二等座\n票价：￥354.00\n4201061987****1615\n曹笑竹\n电子客票号：6580061086021391007342026\n购买方名称:曹笑竹\n统一社会信用代码：\n买票请到12306发货请到95306\n中国铁路祝您旅途愉快",
+  "ocr_summary": "电子发票；（铁路电子客票)；州",
+  "ocr_avg_score": 0.9580968717734019,
+  "ocr_line_count": 24,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.88,
+  "ocr_classification_evidence": [
+    "铁路电子客票",
+    "电子客票",
+    "铁路",
+    "二等座"
+  ],
+  "ocr_warnings": []
+}

server/storage/expense_claims/b00cb2a5-0af3-4a49-9f7a-1f79d0ab873a/b2edd3f3-9efc-44ab-bd3b-60a42f204a60/2月23_上海-武汉.pdf.meta.json

@@ -0,0 +1,88 @@
+{
+  "file_name": "2月23_上海-武汉.pdf",
+  "storage_key": "b00cb2a5-0af3-4a49-9f7a-1f79d0ab873a/b2edd3f3-9efc-44ab-bd3b-60a42f204a60/2月23_上海-武汉.pdf",
+  "media_type": "application/pdf",
+  "size_bytes": 24940,
+  "uploaded_at": "2026-05-22T00:38:30.927361+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "b00cb2a5-0af3-4a49-9f7a-1f79d0ab873a/b2edd3f3-9efc-44ab-bd3b-60a42f204a60/2月23_上海-武汉.preview.png",
+  "preview_media_type": "image/png",
+  "preview_file_name": "2月23_上海-武汉.preview.png",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为火车/高铁票。",
+      "附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
+      "金额字段：已识别到与当前明细接近的金额 354.00 元。"
+    ],
+    "rule_basis": [],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "train_ticket",
+    "document_type_label": "火车/高铁票",
+    "scene_code": "travel",
+    "scene_label": "差旅票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "354元"
+      },
+      {
+        "key": "date",
+        "label": "列车出发时间",
+        "value": "2026-02-23 13:54"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "中国铁路"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "26319166100006175398"
+      },
+      {
+        "key": "route",
+        "label": "行程",
+        "value": "上海-武汉"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "train_ticket",
+    "current_expense_type_label": "火车票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "travel",
+    "recognized_scene_label": "差旅票据",
+    "recognized_document_type": "train_ticket",
+    "recognized_document_type_label": "火车/高铁票",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为火车票，已识别为火车/高铁票。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "电子发票\n（铁路电子客票）\n州\n国家税务总局\n发票号码：26319166100006175398\n开票日期:2026年05月18日\n上海市税务局\n上海虹桥站\n武汉站\nG456\nShanghaihongqiao\nWuhan\n2026年02月23日\n13:54开\n12车08B号\n二等座\n票价：￥354.00\n4201061987****1615\n曹笑竹\n电子客票号：6610061086021394837402026\n购买方名称:曹笑竹\n统一社会信用代码：\n买票请到12306发货请到95306\n中国铁路祝您旅途愉快",
+  "ocr_summary": "电子发票；（铁路电子客票）；州",
+  "ocr_avg_score": 0.9620026834309101,
+  "ocr_line_count": 24,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.88,
+  "ocr_classification_evidence": [
+    "铁路电子客票",
+    "电子客票",
+    "铁路",
+    "二等座"
+  ],
+  "ocr_warnings": []
+}

server/storage/knowledge/.index.json

@@ -35,13 +35,13 @@
       "updated_at": "2026-05-17T13:00:09.485818+00:00",
       "uploaded_by": "admin",
       "version_number": 1,
-      "ingest_status": 4,
+      "ingest_status": 3,
-      "ingest_status_updated_at": "2026-05-20T16:00:02.515903+00:00",
+      "ingest_status_updated_at": "2026-05-21T15:56:58.286585+00:00",
-      "ingest_completed_at": "",
+      "ingest_completed_at": "2026-05-21T15:56:58.286585+00:00",
-      "ingest_document_name": "",
+      "ingest_document_name": "无单需求文档0506.docx",
-      "ingest_document_updated_at": "",
+      "ingest_document_updated_at": "2026-05-17T13:00:09.485818+00:00",
-      "ingest_document_sha256": "",
+      "ingest_document_sha256": "00985ec85a8163be9c9ffc5eb522df18ed52d4b131ceed12102c2d75e4df85a9",
-      "ingest_agent_run_id": "run_3a0b0ecb941b4c8e"
+      "ingest_agent_run_id": "run_9f4f60cf545c470f"
     }
   ]
 }

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

@@ -26,8 +26,7 @@
     }
   },
   "a8f8465df08e455ebe133351721d49f8": {
-    "status": "failed",
+    "status": "processed",
-    "error_msg": "Embedding func: Worker execution timeout after 60s",
     "chunks_count": 6,
     "chunks_list": [
       "chunk-07de6ea74f60535b689f977295770273",
@@ -40,12 +39,29 @@
     "content_summary": "# 产品需求文档\n## 文档信息\n| 项目 | 内容 |\n|------|------|\n| 项目名称 |\n无单报销\n|\n| 版本 | V1.0 |\n| 日期 | 2026-05-06 |\n| 状态 | 正式版 |\n---\n## 1. 项目概述\n### 1.1 项目背景\n面向\n大型企业，\n从业务人员视角出发，解决现有ERP使用体验不佳的问题。\n在ERP的发展历程中，“单据化”曾是财务合规的一大进步，它确保了每笔支出都有据可查。但不可否认，传统的人工填单确实\n也制造了很多\n“枷锁”。在AI时代，解...",
     "content_length": 9088,
     "created_at": "2026-05-19T15:59:57.283110+00:00",
-    "updated_at": "2026-05-19T16:00:57.323299+00:00",
+    "updated_at": "2026-05-21T15:56:58.097242+00:00",
     "file_path": "/app/server/storage/knowledge/报销制度/a8f8465df08e455ebe133351721d49f8__无单需求文档0506.docx",
     "track_id": "insert_20260519_155957_88c49850",
     "metadata": {
-      "processing_start_time": 1779206397,
+      "processing_start_time": 1779378923,
-      "processing_end_time": 1779206457
+      "processing_end_time": 1779379018
+    }
+  },
+  "dup-de90fa8775923ae9a1669c8e24d60529": {
+    "status": "failed",
+    "content_summary": "[DUPLICATE] Original document: a8f8465df08e455ebe133351721d49f8",
+    "content_length": 9088,
+    "chunks_count": 0,
+    "chunks_list": [],
+    "created_at": "2026-05-21T15:55:23.540372+00:00",
+    "updated_at": "2026-05-21T15:55:23.540380+00:00",
+    "file_path": "/app/server/storage/knowledge/报销制度/a8f8465df08e455ebe133351721d49f8__无单需求文档0506.docx",
+    "track_id": "insert_20260521_155523_1e232e61",
+    "error_msg": "Content already exists. Original doc_id: a8f8465df08e455ebe133351721d49f8, Status: failed",
+    "metadata": {
+      "is_duplicate": true,
+      "original_doc_id": "a8f8465df08e455ebe133351721d49f8",
+      "original_track_id": "insert_20260519_155957_88c49850"
     }
   }
 }

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

@@ -264,5 +264,124 @@
     "create_time": 1779012093,
     "update_time": 1779012093,
     "_id": "2c1cb358f08d44ceb0e4d287133206ec"
+  },
+  "a8f8465df08e455ebe133351721d49f8": {
+    "entity_names": [
+      "User Menu",
+      "Logout",
+      "行政秘书",
+      "配色方案",
+      "Q1 Quarterly Business Progress Report",
+      "补充上传按钮",
+      "AI",
+      "侧边栏",
+      "凭证识别",
+      "预审按钮",
+      "标题栏",
+      "Sidebar",
+      "Mini Program Code",
+      "Smart Platform Jiangsu Province Company Operations Support",
+      "Pre-Review Result Display",
+      "扫码上传",
+      "出差",
+      "影子ERP",
+      "Preset Assistant Cards",
+      "Trip Time Check",
+      "合规性检查",
+      "Airport Bus Ticket Check",
+      "Train Ticket Compliance Check",
+      "总裁办",
+      "ERP系统",
+      "Initiate Matter",
+      "Procurement Specialist",
+      "Submit Reimbursement",
+      "商旅附件",
+      "Title Bar",
+      "Web端",
+      "用户菜单",
+      "Time Track",
+      "2026 National AI Technology Summit in Hefei",
+      "Taxi Invoice Check",
+      "Activity Bar",
+      "Pre-Review Problem Summary",
+      "Matter List",
+      "Global Chat Bar",
+      "Problem Items",
+      "状态栏",
+      "Personal Center",
+      "Flight Ticket Compliance Check",
+      "UI Layout",
+      "飞机票行程单",
+      "Ashy有限公司",
+      "User Center Module",
+      "正文",
+      "Go Reimburse Button",
+      "Menu 2",
+      "Normal Items",
+      "住宿发票及流水",
+      "Business Travel",
+      "报销流程",
+      "火车票",
+      "活动栏",
+      "Invoice Title Check",
+      "采购专员",
+      "线下自付",
+      "火车票超标",
+      "Document Upload",
+      "Submission Confirmation Prompt",
+      "功能需求",
+      "零报销",
+      "User Message",
+      "AI Assistant",
+      "ERP",
+      "无单报销",
+      "底部对话栏",
+      "审核点",
+      "Submission Result Prompt",
+      "Document Recognition",
+      "即效合规",
+      "Main Content Area",
+      "费控专责",
+      "完整性检查",
+      "User Center",
+      "Cost Control Specialist",
+      "AI Reply",
+      "公共交通发票及行程单",
+      "Summon Panel",
+      "Receipt-Free Reimbursement",
+      "Status Bar",
+      "Hotel Booking Compliance Check",
+      "Warning Icon",
+      "Finance BP",
+      "菜单1",
+      "Taxi Trip Time Compliance Check",
+      "大型企业",
+      "AI预审",
+      "凭证处理流程",
+      "Expense Reimbursement Submission Process",
+      "Role Prompt Templates",
+      "Pre-Review Pass Notification",
+      "AI Assistant Module",
+      "用户中心",
+      "Supplementary Upload Button",
+      "问题项目标识",
+      "Subway Invoice Check",
+      "业务人员",
+      "Role Configuration Pop-up Window",
+      "AI Pre-Review",
+      "出租车发票及行程单",
+      "无单报销工具",
+      "财务BP",
+      "飞机票超标",
+      "Bottom Dialog Bar",
+      "商旅预订",
+      "凭证缩略图",
+      "Administrative Secretary",
+      "问题标注"
+    ],
+    "count": 111,
+    "create_time": 1779379018,
+    "update_time": 1779379018,
+    "_id": "a8f8465df08e455ebe133351721d49f8"
   }
 }

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

@@ -162,5 +162,117 @@
     "create_time": 1779012093,
     "update_time": 1779012093,
     "_id": "2c1cb358f08d44ceb0e4d287133206ec"
+  },
+  "a8f8465df08e455ebe133351721d49f8": {
+    "relation_pairs": [
+      [
+        "AI预审",
+        "预审按钮"
+      ],
+      [
+        "Menu 2",
+        "User Center"
+      ],
+      [
+        "Pre-Review Result Display",
+        "Train Ticket Compliance Check"
+      ],
+      [
+        "AI Assistant",
+        "Menu 2"
+      ],
+      [
+        "AI预审",
+        "问题标注"
+      ],
+      [
+        "业务人员",
+        "无单报销"
+      ],
+      [
+        "状态栏",
+        "配色方案"
+      ],
+      [
+        "Matter List",
+        "Smart Platform Jiangsu Province Company Operations Support"
+      ],
+      [
+        "总裁办",
+        "无单报销"
+      ],
+      [
+        "Document Upload",
+        "Receipt-Free Reimbursement"
+      ],
+      [
+        "Flight Ticket Compliance Check",
+        "Pre-Review Result Display"
+      ],
+      [
+        "Web端",
+        "无单报销"
+      ],
+      [
+        "Receipt-Free Reimbursement",
+        "Submit Reimbursement"
+      ],
+      [
+        "功能需求",
+        "配色方案"
+      ],
+      [
+        "完整性检查",
+        "审核点"
+      ],
+      [
+        "Receipt-Free Reimbursement",
+        "Time Track"
+      ],
+      [
+        "合规性检查",
+        "审核点"
+      ],
+      [
+        "ERP",
+        "无单报销"
+      ],
+      [
+        "AI预审",
+        "完整性检查"
+      ],
+      [
+        "Matter List",
+        "Q1 Quarterly Business Progress Report"
+      ],
+      [
+        "Menu 2",
+        "Receipt-Free Reimbursement"
+      ],
+      [
+        "AI预审",
+        "合规性检查"
+      ],
+      [
+        "Matter List",
+        "Menu 2"
+      ],
+      [
+        "2026 National AI Technology Summit in Hefei",
+        "Matter List"
+      ],
+      [
+        "大型企业",
+        "无单报销"
+      ],
+      [
+        "Initiate Matter",
+        "Receipt-Free Reimbursement"
+      ]
+    ],
+    "count": 26,
+    "create_time": 1779379018,
+    "update_time": 1779379018,
+    "_id": "a8f8465df08e455ebe133351721d49f8"
   }
 }

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

@@ -349,5 +349,239 @@
     "create_time": 1779012093,
     "update_time": 1779012093,
     "_id": "会议费<SEP>公司总裁"
+  },
+  "总裁办<SEP>无单报销": {
+    "chunk_ids": [
+      "chunk-07de6ea74f60535b689f977295770273"
+    ],
+    "count": 1,
+    "create_time": 1779379014,
+    "update_time": 1779379014,
+    "_id": "总裁办<SEP>无单报销"
+  },
+  "AI预审<SEP>完整性检查": {
+    "chunk_ids": [
+      "chunk-1746bd83138e85e66a78e0cb9ad79272"
+    ],
+    "count": 1,
+    "create_time": 1779379014,
+    "update_time": 1779379014,
+    "_id": "AI预审<SEP>完整性检查"
+  },
+  "AI预审<SEP>合规性检查": {
+    "chunk_ids": [
+      "chunk-1746bd83138e85e66a78e0cb9ad79272"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "AI预审<SEP>合规性检查"
+  },
+  "Web端<SEP>无单报销": {
+    "chunk_ids": [
+      "chunk-07de6ea74f60535b689f977295770273"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "Web端<SEP>无单报销"
+  },
+  "完整性检查<SEP>审核点": {
+    "chunk_ids": [
+      "chunk-1746bd83138e85e66a78e0cb9ad79272"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "完整性检查<SEP>审核点"
+  },
+  "AI预审<SEP>问题标注": {
+    "chunk_ids": [
+      "chunk-1746bd83138e85e66a78e0cb9ad79272"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "AI预审<SEP>问题标注"
+  },
+  "合规性检查<SEP>审核点": {
+    "chunk_ids": [
+      "chunk-1746bd83138e85e66a78e0cb9ad79272"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "合规性检查<SEP>审核点"
+  },
+  "Pre-Review Result Display<SEP>Train Ticket Compliance Check": {
+    "chunk_ids": [
+      "chunk-ce44e4483e4119265b43eacb72e0326a"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "Pre-Review Result Display<SEP>Train Ticket Compliance Check"
+  },
+  "大型企业<SEP>无单报销": {
+    "chunk_ids": [
+      "chunk-07de6ea74f60535b689f977295770273"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "大型企业<SEP>无单报销"
+  },
+  "AI预审<SEP>预审按钮": {
+    "chunk_ids": [
+      "chunk-1746bd83138e85e66a78e0cb9ad79272"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "AI预审<SEP>预审按钮"
+  },
+  "状态栏<SEP>配色方案": {
+    "chunk_ids": [
+      "chunk-2224d777c0b72d0b2dab622c79096c2c"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "状态栏<SEP>配色方案"
+  },
+  "Flight Ticket Compliance Check<SEP>Pre-Review Result Display": {
+    "chunk_ids": [
+      "chunk-ce44e4483e4119265b43eacb72e0326a"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "Flight Ticket Compliance Check<SEP>Pre-Review Result Display"
+  },
+  "Matter List<SEP>Menu 2": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "Matter List<SEP>Menu 2"
+  },
+  "业务人员<SEP>无单报销": {
+    "chunk_ids": [
+      "chunk-07de6ea74f60535b689f977295770273"
+    ],
+    "count": 1,
+    "create_time": 1779379015,
+    "update_time": 1779379015,
+    "_id": "业务人员<SEP>无单报销"
+  },
+  "Menu 2<SEP>Receipt-Free Reimbursement": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379016,
+    "update_time": 1779379016,
+    "_id": "Menu 2<SEP>Receipt-Free Reimbursement"
+  },
+  "ERP<SEP>无单报销": {
+    "chunk_ids": [
+      "chunk-07de6ea74f60535b689f977295770273"
+    ],
+    "count": 1,
+    "create_time": 1779379016,
+    "update_time": 1779379016,
+    "_id": "ERP<SEP>无单报销"
+  },
+  "功能需求<SEP>配色方案": {
+    "chunk_ids": [
+      "chunk-2224d777c0b72d0b2dab622c79096c2c"
+    ],
+    "count": 1,
+    "create_time": 1779379016,
+    "update_time": 1779379016,
+    "_id": "功能需求<SEP>配色方案"
+  },
+  "Initiate Matter<SEP>Receipt-Free Reimbursement": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379016,
+    "update_time": 1779379016,
+    "_id": "Initiate Matter<SEP>Receipt-Free Reimbursement"
+  },
+  "AI Assistant<SEP>Menu 2": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379016,
+    "update_time": 1779379016,
+    "_id": "AI Assistant<SEP>Menu 2"
+  },
+  "Matter List<SEP>Q1 Quarterly Business Progress Report": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379016,
+    "update_time": 1779379016,
+    "_id": "Matter List<SEP>Q1 Quarterly Business Progress Report"
+  },
+  "Menu 2<SEP>User Center": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379016,
+    "update_time": 1779379016,
+    "_id": "Menu 2<SEP>User Center"
+  },
+  "2026 National AI Technology Summit in Hefei<SEP>Matter List": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379016,
+    "update_time": 1779379016,
+    "_id": "2026 National AI Technology Summit in Hefei<SEP>Matter List"
+  },
+  "Matter List<SEP>Smart Platform Jiangsu Province Company Operations Support": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379017,
+    "update_time": 1779379017,
+    "_id": "Matter List<SEP>Smart Platform Jiangsu Province Company Operations Support"
+  },
+  "Document Upload<SEP>Receipt-Free Reimbursement": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379017,
+    "update_time": 1779379017,
+    "_id": "Document Upload<SEP>Receipt-Free Reimbursement"
+  },
+  "Receipt-Free Reimbursement<SEP>Time Track": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379017,
+    "update_time": 1779379017,
+    "_id": "Receipt-Free Reimbursement<SEP>Time Track"
+  },
+  "Receipt-Free Reimbursement<SEP>Submit Reimbursement": {
+    "chunk_ids": [
+      "chunk-99c6f377dff2b9a37a7214b7b05ea9a8"
+    ],
+    "count": 1,
+    "create_time": 1779379017,
+    "update_time": 1779379017,
+    "_id": "Receipt-Free Reimbursement<SEP>Submit Reimbursement"
   }
 }

server/tests/test_expense_claim_service.py

@@ -136,7 +136,9 @@ def test_save_or_submit_preview_does_not_create_claim_without_explicit_action()
 
         assert result["preview_only"] is True
         assert result["status"] == "preview"
-        assert "差旅费按“交通票据金额 + 住宿标准 × 出差天数 + 出差补贴 × 出差天数”估算" in result["message"]
+        assert "报销测算参考：" in result["message"]
+        assert "| 项目 | 当前信息 | 复核口径 |" in result["message"]
+        assert "交通票据金额 + 住宿标准" not in result["message"]
         assert _count_claims(db) == before_count
 
 
@@ -598,6 +600,91 @@ def test_upsert_draft_from_ontology_supports_link_or_create_for_multi_documents(
         assert float(new_claim.amount) == 50.5
 
 
+def test_link_existing_draft_blocks_duplicate_uploaded_invoice() -> None:
+    user_id = "duplicate@example.com"
+
+    with build_session() as db:
+        employee = Employee(
+            employee_no="E5010",
+            name="重复票据员工",
+            email=user_id,
+        )
+        db.add(employee)
+        db.flush()
+        existing_claim = ExpenseClaim(
+            claim_no="EXP-202605-021",
+            employee_id=employee.id,
+            employee_name="重复票据员工",
+            department_name="销售部",
+            project_code=None,
+            expense_type="transport",
+            reason="原有交通报销",
+            location="上海",
+            amount=Decimal("32.50"),
+            currency="CNY",
+            invoice_count=1,
+            occurred_at=datetime(2026, 5, 13, tzinfo=UTC),
+            status="draft",
+            approval_stage="待提交",
+            risk_flags_json=[],
+        )
+        existing_claim.items = [
+            ExpenseClaimItem(
+                claim_id=existing_claim.id,
+                item_date=date(2026, 5, 13),
+                item_type="transport",
+                item_reason="原有交通报销",
+                item_location="上海",
+                item_amount=Decimal("32.50"),
+                invoice_id="didi-trip.png",
+            )
+        ]
+        db.add(existing_claim)
+        db.commit()
+
+        context_json = {
+            "name": "重复票据员工",
+            "review_action": "link_to_existing_draft",
+            "draft_claim_id": existing_claim.id,
+            "attachment_names": ["didi-trip.png"],
+            "attachment_count": 1,
+            "ocr_documents": [
+                {
+                    "filename": "didi-trip.png",
+                    "summary": "滴滴出行 支付金额 32.50 元",
+                    "text": "滴滴出行 支付金额 32.50 元",
+                    "document_type": "taxi_receipt",
+                    "scene_code": "transport",
+                    "document_fields": [{"key": "amount", "label": "支付金额", "value": "32.50"}],
+                }
+            ],
+        }
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="把这张票据关联到已有草稿",
+                user_id=user_id,
+                context_json=context_json,
+            )
+        )
+
+        result = ExpenseClaimService(db).upsert_draft_from_ontology(
+            run_id=ontology.run_id,
+            user_id=user_id,
+            message="把这张票据关联到已有草稿",
+            ontology=ontology,
+            context_json=context_json,
+        )
+
+        db.refresh(existing_claim)
+        assert result["duplicate_attachment_blocked"] is True
+        assert result["submission_blocked"] is True
+        assert "重复" in result["message"]
+        assert "重新上传不同的票据" in result["message"]
+        assert len(existing_claim.items) == 1
+        assert existing_claim.invoice_count == 1
+        assert float(existing_claim.amount) == 32.5
+
+
 def test_upsert_travel_draft_uses_ticket_item_types_and_auto_allowance() -> None:
     user_id = "travel-allowance@example.com"
 

server/tests/test_user_agent_service.py

@@ -624,7 +624,8 @@ def test_user_agent_guides_implicit_expense_draft_request() -> None:
 
         assert response.review_payload is not None
         assert response.answer == response.review_payload.body_message
-        assert response.review_payload.intent_summary.startswith("识别到您希望报销一笔“业务招待费”费用。")
+        assert response.review_payload.intent_summary.startswith("识别到您希望报销一笔“业务招待费”费用：")
+        assert "基础信息识别结果：" in response.review_payload.intent_summary
         assert response.review_payload.missing_slots == ["客户名称", "参与人员", "票据附件"]
         assert [item.action_type for item in response.review_payload.confirmation_actions] == [
             "save_draft",
@@ -665,7 +666,7 @@ def test_user_agent_guides_narrative_with_day_before_yesterday() -> None:
         slot_map = {item.key: item for item in response.review_payload.slot_cards}
         assert slot_map["time_range"].raw_value == "前天"
         assert slot_map["time_range"].value == "2026-05-11"
-        assert "时间为 2026-05-11" in response.review_payload.intent_summary
+        assert "时间：2026-05-11" in response.review_payload.intent_summary
 
 
 def test_user_agent_guides_riding_fare_as_transport_expense() -> None:
@@ -1164,7 +1165,7 @@ def test_user_agent_builds_review_payload_for_multi_document_expense_flow() -> N
             "save_draft",
         ]
         assert any(item.scene_label == "业务招待费" for item in response.review_payload.document_cards)
-        assert f"时间为 {yesterday}" in response.review_payload.intent_summary
+        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
         assert slot_map["time_range"].raw_value == "昨天"
@@ -2074,3 +2075,54 @@ def test_user_agent_prompts_existing_draft_association_choice_for_multi_document
             "create_new_claim_from_documents",
         ]
         assert "EXP-202605-008" in response.answer
+
+
+def test_user_agent_reports_duplicate_invoice_block_when_linking_draft() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="把这张票据关联到已有草稿",
+                user_id="pytest-duplicate",
+            )
+        )
+
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest-duplicate",
+                message="把这张票据关联到已有草稿",
+                ontology=ontology,
+                context_json={
+                    "review_action": "link_to_existing_draft",
+                    "attachment_names": ["didi-trip.png"],
+                    "attachment_count": 1,
+                    "ocr_documents": [
+                        {
+                            "filename": "didi-trip.png",
+                            "summary": "滴滴出行 支付金额 32.50 元",
+                            "text": "滴滴出行 支付金额 32.50 元",
+                        }
+                    ],
+                },
+                tool_payload={
+                    "review_action": "link_to_existing_draft",
+                    "duplicate_attachment_blocked": True,
+                    "duplicate_invoice_blocked": True,
+                    "submission_blocked": True,
+                    "submission_blocked_reasons": [
+                        "检测到本次上传的票据与草稿 EXP-202605-021 中已有票据重复：didi-trip.png。请重新上传不同的票据后再归集。"
+                    ],
+                    "message": "检测到本次上传的票据与草稿 EXP-202605-021 中已有票据重复：didi-trip.png。请重新上传不同的票据后再归集。",
+                    "claim_id": "claim-duplicate",
+                    "claim_no": "EXP-202605-021",
+                    "status": "blocked",
+                },
+            )
+        )
+
+        assert "重复" in response.answer
+        assert "重新上传不同的票据" in response.answer
+        assert "已将本次上传" not in response.answer
+        assert response.review_payload is not None
+        assert response.review_payload.can_proceed is False

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

@@ -200,7 +200,7 @@
 }
 
 .review-message-block {
-  margin-top: 8px;
+  margin-top: 10px;
 }
 
 .review-summary {
@@ -208,12 +208,12 @@
   color: #1f2937;
   font-size: var(--wb-fs-bubble);
   line-height: 1.58;
-  white-space: pre-line;
+  white-space: normal;
 }
 
 .review-plain-followup {
   display: grid;
-  gap: 7px;
+  gap: 10px;
   padding: 0;
   color: #334155;
   font-size: var(--wb-fs-bubble);
@@ -225,13 +225,31 @@
 }
 
 .review-plain-lead {
-  color: #334155;
+  margin: 0 0 2px;
+  padding-left: 8px;
+  border-left: 3px solid #2563eb;
+  color: #0f172a;
+  font-size: max(13px, calc(var(--wb-fs-bubble) + 1px));
+  font-weight: 820;
+  line-height: 1.42;
+  letter-spacing: 0;
+}
+
+.review-plain-lead.danger {
+  border-left-color: #dc2626;
+  color: #b91c1c;
+}
+
+.review-plain-summary {
+  margin: 0;
+  color: #64748b;
+  line-height: 1.62;
 }
 
 .review-plain-list {
   display: grid;
-  gap: 4px;
+  gap: 7px;
-  margin: 0;
+  margin: 2px 0 0;
   padding: 0 0 0 18px;
 }
 
@@ -247,11 +265,14 @@
 }
 
 .review-plain-note {
+  margin-top: 2px;
   color: #64748b;
 }
 
 .review-inline-save-copy {
+  margin-top: 46px !important;
   color: #475569;
+  line-height: 1.62;
 }
 
 .review-inline-draft-link {

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

@@ -185,7 +185,7 @@
     --wb-fs-welcome: 16px;
   }
 
-  .assistant-modal-stage .message-answer-markdown table {
+  .assistant-modal-stage .message-answer-markdown :deep(table) {
     font-size: 12px;
   }
 

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

@@ -661,7 +661,7 @@
 
 .message-answer-content {
   display: grid;
-  gap: 7px;
+  gap: 9px;
 }
 
 .message-answer-content p,
@@ -672,15 +672,33 @@
   margin: 0;
 }
 
-.message-answer-markdown h1,
+.message-answer-markdown :deep(h1),
-.message-answer-markdown h2,
+.message-answer-markdown :deep(h2),
-.message-answer-markdown h3,
+.message-answer-markdown :deep(h3),
-.message-answer-markdown h4 {
+.message-answer-markdown :deep(h4) {
-  margin: 0;
+  margin: 12px 0 4px;
   color: #0f172a;
-  font-size: var(--wb-fs-md-h3);
+  font-size: max(13px, calc(var(--wb-fs-bubble) + 1px));
-  font-weight: 750;
+  font-weight: 820;
-  line-height: 1.46;
+  line-height: 1.42;
+  letter-spacing: 0;
+}
+
+.message-answer-markdown :deep(h1:first-child),
+.message-answer-markdown :deep(h2:first-child),
+.message-answer-markdown :deep(h3:first-child),
+.message-answer-markdown :deep(h4:first-child) {
+  margin-top: 0;
+}
+
+.message-answer-markdown :deep(h3) {
+  padding-left: 8px;
+  border-left: 3px solid #2563eb;
+}
+
+.message-answer-markdown :deep(h3 + p),
+.message-answer-markdown :deep(h3 + .markdown-table-wrap) {
+  margin-top: 6px;
 }
 
 .message-answer-markdown {
@@ -690,26 +708,31 @@
   line-height: 1.58;
 }
 
-.message-answer-markdown p,
+.message-answer-markdown :deep(p),
-.message-answer-markdown li,
+.message-answer-markdown :deep(li),
-.message-answer-markdown td,
+.message-answer-markdown :deep(td),
-.message-answer-markdown th,
+.message-answer-markdown :deep(th),
-.message-answer-markdown blockquote {
+.message-answer-markdown :deep(blockquote) {
   font-size: inherit;
   color: inherit;
   line-height: 1.58;
 }
 
-.message-answer-markdown ul,
+.message-answer-markdown :deep(p) {
-.message-answer-markdown ol {
+  margin: 0;
+}
+
+.message-answer-markdown :deep(ul),
+.message-answer-markdown :deep(ol) {
+  margin: 0;
   padding-left: 20px;
 }
 
-.message-answer-markdown strong {
+.message-answer-markdown :deep(strong) {
   color: #0f172a;
 }
 
-.message-answer-markdown blockquote {
+.message-answer-markdown :deep(blockquote) {
   padding: 8px 10px;
   border-left: 3px solid #cbd5e1;
   border-radius: 0 10px 10px 0;
@@ -717,14 +740,14 @@
   color: #475569;
 }
 
-.message-answer-markdown code {
+.message-answer-markdown :deep(code) {
   padding: 2px 6px;
   border-radius: 6px;
   background: #e2e8f0;
   font-size: 12px;
 }
 
-.message-answer-markdown pre {
+.message-answer-markdown :deep(pre) {
   overflow-x: auto;
   padding: 12px;
   border-radius: 14px;
@@ -732,47 +755,64 @@
   color: #e2e8f0;
 }
 
-.message-answer-markdown pre code {
+.message-answer-markdown :deep(pre code) {
   padding: 0;
   background: transparent;
   color: inherit;
 }
 
-.message-answer-markdown a {
+.message-answer-markdown :deep(a) {
   color: #2563eb;
   text-decoration: underline;
 }
 
-.message-answer-markdown table {
+.message-answer-markdown :deep(.markdown-table-wrap) {
-  width: auto;
+  width: 100%;
   max-width: 100%;
+  margin: 8px 0 10px;
+  overflow-x: auto;
   border: 1px solid #dbe4ee;
-  border-radius: 16px;
+  border-radius: 10px;
-  border-collapse: collapse;
+  background: #fff;
-  background: linear-gradient(180deg, #ffffff 0%, #f8fbff 100%);
+  box-shadow: 0 8px 20px rgba(15, 23, 42, 0.05);
+}
+
+.message-answer-markdown :deep(table) {
+  width: 100%;
+  min-width: 460px;
+  border: 0;
+  border-collapse: separate;
+  border-spacing: 0;
+  background: #fff;
   font-size: inherit;
 }
 
-.message-answer-markdown th,
+.message-answer-markdown :deep(th),
-.message-answer-markdown td {
+.message-answer-markdown :deep(td) {
-  padding: 10px 12px;
+  padding: 8px 10px;
   border-bottom: 1px solid #e2e8f0;
   text-align: left;
-  white-space: nowrap;
+  vertical-align: top;
+  white-space: normal;
 }
 
-.message-answer-markdown th {
+.message-answer-markdown :deep(th) {
-  background: #eff6ff;
+  background: #f8fafc;
   color: #0f172a;
-  font-weight: 850;
+  font-weight: 760;
+  border-bottom-color: #cbd5e1;
 }
 
-.message-answer-markdown td {
+.message-answer-markdown :deep(td) {
   color: #334155;
-  font-weight: 650;
+  font-weight: 520;
 }
 
-.message-answer-markdown tbody tr:last-child td {
+.message-answer-markdown :deep(tbody tr:nth-child(even) td) {
+  background: #fbfdff;
+}
+
+.message-answer-markdown :deep(tbody tr:last-child td) {
   border-bottom: 0;
 }
 

web/src/services/ocr.js

@@ -1,6 +1,6 @@
 import { apiRequest } from './api.js'
 
-export function recognizeOcrFiles(files) {
+export function recognizeOcrFiles(files, options = {}) {
   const formData = new FormData()
   for (const file of files) {
     formData.append('files', file)
@@ -9,6 +9,7 @@ export function recognizeOcrFiles(files) {
   return apiRequest('/ocr/recognize', {
     method: 'POST',
     body: formData,
-    contentType: null
+    contentType: null,
+    ...options
   })
 }

web/src/utils/markdown.js

@@ -6,7 +6,78 @@ const markdown = new MarkdownIt({
   breaks: true
 })
 
+const defaultTableOpen = markdown.renderer.rules.table_open
+const defaultTableClose = markdown.renderer.rules.table_close
+
+markdown.renderer.rules.table_open = (tokens, idx, options, env, self) => (
+  `<div class="markdown-table-wrap">${defaultTableOpen ? defaultTableOpen(tokens, idx, options, env, self) : '<table>'}`
+)
+
+markdown.renderer.rules.table_close = (tokens, idx, options, env, self) => (
+  `${defaultTableClose ? defaultTableClose(tokens, idx, options, env, self) : '</table>'}</div>`
+)
+
+const ALLOWED_COLON_HEADING_TITLES = new Set([
+  '基础信息识别结果',
+  '报销测算参考',
+  '补充信息'
+])
+
+function splitColonHeadingLine(line) {
+  const rawLine = String(line || '')
+  const trimmed = rawLine.trim()
+  if (!trimmed || trimmed.startsWith('|') || /^#{1,6}\s/.test(trimmed)) {
+    return [rawLine]
+  }
+
+  const chineseColonIndex = trimmed.indexOf('：')
+  const asciiColonIndex = trimmed.indexOf(':')
+  const colonIndexes = [chineseColonIndex, asciiColonIndex].filter((index) => index > 0)
+  if (!colonIndexes.length) {
+    return [rawLine]
+  }
+
+  const colonIndex = Math.min(...colonIndexes)
+  const title = trimmed.slice(0, colonIndex + 1)
+  const titleText = title.slice(0, -1)
+  const body = trimmed.slice(colonIndex + 1).trim()
+  if (!ALLOWED_COLON_HEADING_TITLES.has(titleText)) {
+    return [rawLine]
+  }
+
+  return body ? [`### ${title}`, '', body] : [`### ${title}`]
+}
+
+function normalizeColonHeadings(text) {
+  const lines = String(text || '').replace(/\r\n?/g, '\n').split('\n')
+  const normalizedLines = []
+  let inFence = false
+
+  lines.forEach((line) => {
+    if (/^\s*(```|~~~)/.test(line)) {
+      inFence = !inFence
+      normalizedLines.push(line)
+      return
+    }
+    if (inFence) {
+      normalizedLines.push(line)
+      return
+    }
+
+    const nextLines = splitColonHeadingLine(line)
+    if (nextLines[0]?.startsWith('### ') && normalizedLines.length) {
+      const previousLine = normalizedLines[normalizedLines.length - 1]
+      if (String(previousLine || '').trim()) {
+        normalizedLines.push('')
+      }
+    }
+    normalizedLines.push(...nextLines)
+  })
+
+  return normalizedLines.join('\n').replace(/\n{3,}/g, '\n\n')
+}
+
 export function renderMarkdown(text = '') {
-  const normalized = String(text || '').trim()
+  const normalized = normalizeColonHeadings(text).trim()
   return normalized ? markdown.render(normalized) : ''
 }

web/src/views/TravelReimbursementCreateView.vue

@@ -88,9 +88,10 @@
                       <time>{{ message.time }}</time>
                     </header>
                     <div
-                      v-if="message.text && message.role === 'assistant' && message.reviewPayload"
+                      v-if="message.text && message.role === 'assistant' && message.reviewPayload && buildReviewMainMessageText(message)"
                       class="review-summary message-answer-content message-answer-markdown"
-                      v-html="renderMarkdown(message.text)"
+                      v-html="renderMarkdown(buildReviewMainMessageText(message))"
+                      @click="handleAssistantMarkdownClick($event, message)"
                     ></div>
 
                     <div
@@ -103,6 +104,7 @@
                       v-else-if="message.text && message.role === 'assistant'"
                       class="message-answer-content message-answer-markdown"
                       v-html="renderMarkdown(message.text)"
+                      @click="handleAssistantMarkdownClick($event, message)"
                     ></div>
 
                     <div
@@ -298,7 +300,15 @@
                           v-for="followup in [buildReviewPlainFollowupCopy(message.reviewPayload)]"
                           :key="`${message.id}-review-followup`"
                         >
-                          <p class="review-plain-lead">{{ followup.lead }}</p>
+                          <h3
+                            class="review-plain-lead"
+                            :class="{ danger: followup.tone === 'danger' }"
+                          >
+                            {{ followup.lead }}
+                          </h3>
+                          <p v-if="followup.summary" class="review-plain-summary">
+                            {{ followup.summary }}
+                          </p>
                           <ul v-if="followup.items.length" class="review-plain-list">
                             <li
                               v-for="item in followup.items"

web/src/views/scripts/TravelReimbursementCreateView.js

@@ -120,6 +120,7 @@ import {
   VISIBLE_ATTACHMENT_CHIPS,
   buildAgentInsight,
   buildErrorInsight,
+  ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
   buildFileIdentity,
   buildFilePreviews,
   buildOcrDocumentsFromReviewPayload,
@@ -431,6 +432,19 @@ function buildReviewRiskConversationText(item) {
   return lines.join('\n')
 }
 
+const REVIEW_PENDING_SUMMARY_PATTERN = /(^|\n)\s*(?:当前还有|我这边看到还有|下方还有|这笔报销还有|目前还有|还有|这次识别结果里还有|我还需要你确认|当前信息还差|本次报销还有)\s+[^\n]*(?:信息待补充|风险提醒|细节还需要进一步确认)[^\n]*(?:草稿)[^\n]*。\s*/g
+
+function buildReviewMainMessageText(message) {
+  const text = String(message?.text || '')
+  if (!message?.reviewPayload) {
+    return text
+  }
+  return text
+    .replace(REVIEW_PENDING_SUMMARY_PATTERN, '\n')
+    .replace(/\n{3,}/g, '\n\n')
+    .trim()
+}
+
 export default {
   name: 'TravelReimbursementCreateView',
   components: {
@@ -779,7 +793,10 @@ export default {
       attachedFiles,
       composerFilesExpanded
     }
-    const { submitComposerInternal } = useTravelReimbursementSubmitComposer({
+    const {
+      confirmPendingAttachmentAssociationInternal,
+      submitComposerInternal
+    } = useTravelReimbursementSubmitComposer({
       MAX_ATTACHMENTS,
       activeReviewPayload,
       activeSessionType,
@@ -1303,7 +1320,8 @@ export default {
         skipUploadDecisionPrompt: true,
         extraContext: {
           draft_claim_id: claimId,
-          selected_claim_id: claimId
+          selected_claim_id: claimId,
+          selected_claim_no: String(record?.claimNo || '').trim()
         }
       })
     }
@@ -1443,6 +1461,27 @@ export default {
       // submitting.value = false
       return submitComposerInternal(options)
     }
+
+    async function handleAssistantMarkdownClick(event, message) {
+      const anchor = event?.target?.closest?.('a')
+      if (!anchor || !message || submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) {
+        return
+      }
+
+      const href = String(anchor.getAttribute('href') || '').trim()
+      if (href !== ATTACHMENT_ASSOCIATION_CONFIRM_HREF) {
+        return
+      }
+
+      event.preventDefault()
+      reviewActionBusy.value = true
+      try {
+        await confirmPendingAttachmentAssociationInternal(message)
+      } finally {
+        reviewActionBusy.value = false
+      }
+    }
+
     async function handleReviewAction(message, action) {
       const actionType = String(action?.action_type || '').trim()
       if (!actionType || submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) return
@@ -1481,11 +1520,11 @@ export default {
       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, uploadDecisionDialogOpen,
       travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
-      resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel,
+      resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, 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, openExpenseQueryRecord, handleExpenseQueryRecordClick, setExpenseQueryPage, shiftExpenseQueryPage, openDeleteSessionDialog, closeDeleteSessionDialog, confirmDeleteCurrentSession, closeUploadDecisionDialog, continueExistingUpload, createNewUploadDocument, openInlineReviewEditor, closeInlineReviewEditor, commitInlineReviewEditor, clearInlineReviewFieldError, selectInlineScene, selectReviewCategory, selectReviewOtherCategory,
-      queryDraftByClaimNo, appendReviewRiskBriefToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleReviewAction, handleSaveDraftDirectly, canUseInlineSaveDraft, handleInlineSaveDraft
+      queryDraftByClaimNo, appendReviewRiskBriefToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, canUseInlineSaveDraft, handleInlineSaveDraft
     }
   }
 }

web/src/views/scripts/travelReimbursementAttachmentModel.js

@@ -37,6 +37,7 @@ function resolveStatusTone(status) {
 export const MAX_ATTACHMENTS = 10
 export const MAX_OCR_DOCUMENTS = 10
 export const VISIBLE_ATTACHMENT_CHIPS = 2
+export const ATTACHMENT_ASSOCIATION_CONFIRM_HREF = '#confirm-attachment-association'
 
 export function normalizeOcrDocuments(payload) {
   const documents = Array.isArray(payload?.documents) ? payload.documents : []
@@ -85,6 +86,88 @@ export function buildOcrSummaryFromDocuments(documents) {
     .join('；')
 }
 
+function resolveAssociationDocumentTypeLabel(document) {
+  const explicitLabel = String(document?.document_type_label || '').trim()
+  if (explicitLabel) {
+    return explicitLabel
+  }
+
+  const sceneLabel = String(document?.scene_label || '').trim()
+  if (sceneLabel) {
+    return sceneLabel
+  }
+
+  const typeLabel = resolveDocumentTypeLabel(document?.document_type)
+  return String(typeLabel || '').trim() || '其他票据'
+}
+
+function buildAssociationDocumentContentLines(document) {
+  const fields = Array.isArray(document?.document_fields) ? document.document_fields : []
+  const fieldLines = fields
+    .map((field) => {
+      const label = String(field?.label || '').trim()
+      const value = String(field?.value || '').trim()
+      return label && value ? `- ${label}：${value}` : ''
+    })
+    .filter(Boolean)
+
+  if (fieldLines.length) {
+    return fieldLines.slice(0, 8)
+  }
+
+  const summary = String(document?.summary || document?.text || '').trim()
+  if (summary) {
+    return [`- 识别内容：${summary}`]
+  }
+
+  return ['- 识别内容：暂未提取到结构化字段，请以票据原件为准。']
+}
+
+export function buildAttachmentAssociationConfirmationMessage({
+  claimNo = '',
+  claimTitle = '',
+  fileNames = [],
+  ocrDocuments = []
+} = {}) {
+  const documents = Array.isArray(ocrDocuments) && ocrDocuments.length
+    ? ocrDocuments
+    : (Array.isArray(fileNames) ? fileNames : [])
+      .map((filename) => ({ filename }))
+      .filter((item) => String(item.filename || '').trim())
+  const targetLines = [
+    claimNo ? `- 草稿单号：${claimNo}` : '',
+    claimTitle ? `- 单据说明：${claimTitle}` : '',
+    `- 本次待归集附件：${documents.length || fileNames.length || 0} 份`
+  ].filter(Boolean)
+
+  const documentBlocks = documents.map((document, index) => {
+    const filename = String(document?.filename || '').trim() || `附件 ${index + 1}`
+    const typeLabel = resolveAssociationDocumentTypeLabel(document)
+    const contentLines = buildAssociationDocumentContentLines(document)
+    return [
+      `附件 ${index + 1}：${filename}`,
+      '',
+      `附件类型：${typeLabel}`,
+      '',
+      ...contentLines
+    ].join('\n')
+  })
+
+  return [
+    '已识别附件信息：',
+    '',
+    documentBlocks.join('\n\n'),
+    '',
+    '请问是否确定将票据信息归集到单据：',
+    '',
+    targetLines.join('\n'),
+    '',
+    `如果 [确认](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF}) 该信息，我将直接将票据进行归集。`
+  ]
+    .filter((part) => String(part || '').trim())
+    .join('\n')
+}
+
 export function normalizeReviewDocumentFieldKey(label) {
   const compact = String(label || '').replace(/\s+/g, '').toLowerCase()
   if (!compact) return ''

web/src/views/scripts/travelReimbursementConversationModel.js

@@ -167,6 +167,7 @@ export function createMessage(role, text, attachments = [], extras = {}) {
     draftPayload: null,
     reviewPayload: null,
     riskFlags: [],
+    pendingAttachmentAssociation: null,
     ...extras
   }
 }
@@ -666,6 +667,7 @@ export function serializeSessionMessages(messages) {
     draftPayload: message.draftPayload || null,
     reviewPayload: message.reviewPayload || null,
     riskFlags: Array.isArray(message.riskFlags) ? message.riskFlags : [],
+    pendingAttachmentAssociation: message.pendingAttachmentAssociation || null,
     assistantName: message.assistantName || '',
     isWelcome: Boolean(message.isWelcome),
     welcomeQuickActions: Array.isArray(message.welcomeQuickActions) ? message.welcomeQuickActions : []

web/src/views/scripts/travelReimbursementReviewModel.js

@@ -224,14 +224,22 @@ export function resolveReviewMissingSlotCards(reviewPayload) {
 
 export function resolveReviewExtraMissingLabels(reviewPayload) {
   const labels = Array.isArray(reviewPayload?.missing_slots)
-    ? reviewPayload.missing_slots.map((item) => String(item || '').trim()).filter(Boolean)
+    ? reviewPayload.missing_slots
+      .map((item) => {
+        if (item && typeof item === 'object') {
+          return String(item.label || item.title || item.key || '').trim()
+        }
+        return String(item || '').trim()
+      })
+      .filter(Boolean)
     : []
   if (!labels.length) return []
 
   const slotLabels = new Set(
-    (Array.isArray(reviewPayload?.slot_cards) ? reviewPayload.slot_cards : [])
+    (Array.isArray(reviewPayload?.slot_cards) ? reviewPayload.slot_cards : []).flatMap((item) => [
-      .map((item) => String(item?.label || item?.key || '').trim())
+      String(item?.label || '').trim(),
-      .filter(Boolean)
+      String(item?.key || '').trim()
+    ]).filter(Boolean)
   )
   return labels.filter((label) => !slotLabels.has(label))
 }
@@ -1239,23 +1247,66 @@ function buildReviewPlainFollowupItem(item, pendingMode) {
   }
 }
 
+const REVIEW_PENDING_SUMMARY_TEMPLATES = [
+  ({ issueSummary }) => `当前还有 ${issueSummary}。请核查对话中的文字说明；如果想先暂存，也可以点击对话文字中的“草稿”。`,
+  ({ issueSummary }) => `我这边看到还有 ${issueSummary}，建议先把下方内容核对一下；暂时不处理也没关系，可以点击“草稿”先保存。`,
+  ({ issueSummary }) => `下方还有 ${issueSummary}，需要你确认。信息没补齐前可以先核查说明，后续需要暂存时点“草稿”。`,
+  ({ issueSummary }) => `这笔报销还有 ${issueSummary}，尚未完全确认。请先看一下下面的补充项；需要中途保存时，可以点“草稿”。`,
+  ({ issueSummary }) => `目前还有 ${issueSummary}。你可以先按下面的提示补充，也可以稍后再处理，点击“草稿”即可暂存当前信息。`,
+  ({ issueSummary }) => `还有 ${issueSummary}，建议先核对下面说明；如果票据或金额暂时不全，可以通过“草稿”保留当前进度。`,
+  ({ issueSummary }) => `这次识别结果里还有 ${issueSummary}。请重点看下面几项，暂不提交时可以点“草稿”保存。`,
+  ({ issueSummary }) => `我还需要你确认 ${issueSummary}。下面列出了具体内容；如果现在不方便补齐，可以先点“草稿”。`,
+  ({ issueSummary }) => `当前还有 ${issueSummary}，需要进一步处理。请根据下面提示核查，待补充完再继续；临时保存可点击“草稿”。`,
+  ({ issueSummary }) => `本次报销还有 ${issueSummary}，请先检查下面的补充项；想先留存当前识别结果时可以点“草稿”。`
+]
+
+function buildStableTemplateIndex(signature, total) {
+  const source = String(signature || '')
+  let hash = 0
+  for (let index = 0; index < source.length; index += 1) {
+    hash = ((hash << 5) - hash + source.charCodeAt(index)) >>> 0
+  }
+  return total ? hash % total : 0
+}
+
+function buildReviewPendingSummary(pendingCount, riskCount, signature = '') {
+  const issueParts = []
+  if (pendingCount) {
+    issueParts.push(`${pendingCount} 项信息待补充`)
+  }
+  if (riskCount) {
+    issueParts.push(`${riskCount} 条风险提醒`)
+  }
+  const issueSummary = issueParts.length ? issueParts.join('、') : '一些细节还需要进一步确认'
+  const templateIndex = buildStableTemplateIndex(signature || issueSummary, REVIEW_PENDING_SUMMARY_TEMPLATES.length)
+  return REVIEW_PENDING_SUMMARY_TEMPLATES[templateIndex]({ issueSummary })
+}
+
 export function buildReviewPlainFollowupCopy(reviewPayload) {
   const todoItems = buildReviewTodoItems(reviewPayload)
   const pendingCount = countReviewPendingItems(reviewPayload)
   const riskBriefs = resolvePresentationRiskBriefs(reviewPayload)
+  const extraMissingCount = resolveReviewExtraMissingLabels(reviewPayload).length
 
-  if (pendingCount || resolveReviewExtraMissingLabels(reviewPayload).length) {
+  if (pendingCount || extraMissingCount) {
+    const summarySignature = [
+      pendingCount || extraMissingCount,
+      riskBriefs.length,
+      ...todoItems.map((item) => `${item.key}:${item.title}:${item.status}`)
+    ].join('|')
     return {
-      lead: '我还需要你核查或补充下面这些信息：',
+      lead: '补充信息：',
+      tone: 'danger',
+      summary: buildReviewPendingSummary(pendingCount || extraMissingCount, riskBriefs.length, summarySignature),
       items: todoItems.map((item) => buildReviewPlainFollowupItem(item, true)),
-      notes: riskBriefs.length
+      notes: []
-        ? [`另外还有 ${riskBriefs.length} 条风险提醒，提交前建议一起确认。`]
-        : []
     }
   }
 
   return {
     lead: todoItems.length ? '我已整理出当前识别到的关键信息：' : '当前关键信息已基本整理完成。',
+    tone: 'neutral',
+    summary: '',
     items: todoItems.map((item) => buildReviewPlainFollowupItem(item, false)),
     notes: [
       reviewPayload?.can_proceed ? '确认无误后，可以继续下一步。' : '',

web/src/views/scripts/useTravelReimbursementReviewDrawer.js

@@ -103,15 +103,15 @@ export function useTravelReimbursementReviewDrawer({
   const isReviewFlowDrawer = computed(() => reviewDrawerMode.value === REVIEW_DRAWER_MODE_FLOW)
   const reviewDrawerTitle = computed(() => (
     isReviewDocumentDrawer.value
-      ? '绁ㄦ嵁璇嗗埆缁撴灉'
+      ? '票据识别结果'
       : isReviewRiskDrawer.value
-        ? '椋庨櫓鎻愮ず'
+        ? '风险提示'
         : isReviewFlowDrawer.value
-          ? '璋冪敤娴佺▼'
+          ? '执行流程'
-          : '鎶ラ攢璇嗗埆鏍稿'
+          : '报销识别核对'
   ))
   const reviewDocumentDrawerLabel = computed(() => (
-    '鍗曟嵁璇嗗埆'
+    '单据识别'
   ))
   const reviewDocumentDrawerIcon = computed(() => (
     isReviewDocumentDrawer.value
@@ -119,7 +119,7 @@ export function useTravelReimbursementReviewDrawer({
       : 'mdi mdi-file-document-multiple-outline'
   ))
   const reviewRiskDrawerLabel = computed(() => (
-    '鏄剧ず椋庨櫓'
+    '显示风险'
   ))
   const reviewRiskDrawerIcon = computed(() => (
     isReviewRiskDrawer.value
@@ -127,7 +127,7 @@ export function useTravelReimbursementReviewDrawer({
       : 'mdi mdi-shield-alert-outline'
   ))
   const reviewFlowDrawerLabel = computed(() => (
-    '璋冪敤娴佺▼'
+    '执行流程'
   ))
   const reviewFlowDrawerIcon = computed(() => (
     isReviewFlowDrawer.value
@@ -253,7 +253,7 @@ export function useTravelReimbursementReviewDrawer({
     ) {
       nextForm.reason_value = String(reviewInlineForm.value.reason_value || '').trim()
       if (!nextForm.reason_value) {
-        setInlineReviewFieldError('scene', '璇烽€夋嫨鈥滃叾浠栧満鏅€濆悗锛岃琛ュ厖鍏蜂綋浜嬬敱')
+        setInlineReviewFieldError('scene', '请选择“其他场景”后，请补充具体事由')
         reviewInlineForm.value = nextForm
         return false
       }
@@ -262,14 +262,14 @@ export function useTravelReimbursementReviewDrawer({
     }
 
     if (activeEditorKey === 'occurred_date' && nextForm.occurred_date && !isValidIsoDateString(nextForm.occurred_date)) {
-      setInlineReviewFieldError('occurred_date', `璇疯緭鍏ユ纭殑鏃堕棿鏍煎紡锛?{DATE_INPUT_FORMAT}`)
+      setInlineReviewFieldError('occurred_date', `请输入正确的时间格式：${DATE_INPUT_FORMAT}`)
       return false
     }
 
     if (activeEditorKey === 'amount' && nextForm.amount) {
       const normalizedAmount = normalizeAmountValue(nextForm.amount)
       if (!normalizedAmount) {
-        setInlineReviewFieldError('amount', '璇疯緭鍏ユ纭殑鏁板瓧閲戦锛屼緥濡?200 鎴?200.50')
+        setInlineReviewFieldError('amount', '请输入正确的数字金额，例如 200 或 200.50')
         return false
       }
       nextForm.amount = normalizedAmount

web/src/views/scripts/useTravelReimbursementSubmitComposer.js

@@ -1,3 +1,8 @@
+import {
+  ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
+  buildAttachmentAssociationConfirmationMessage
+} from './travelReimbursementAttachmentModel.js'
+
 export function useTravelReimbursementSubmitComposer(ctx) {
   const {
     MAX_ATTACHMENTS,
@@ -74,6 +79,87 @@ export function useTravelReimbursementSubmitComposer(ctx) {
     uploadDecisionDialogOpen,
     toast
   } = ctx
+
+    const pendingAttachmentAssociations = new Map()
+
+    function createPendingAttachmentAssociationId() {
+      return `attachment-association-${Date.now()}-${Math.random().toString(16).slice(2)}`
+    }
+
+    function normalizeRecognizedAttachmentData(data) {
+      if (!data || typeof data !== 'object') {
+        return null
+      }
+      const documents = Array.isArray(data.ocrDocuments) ? data.ocrDocuments : []
+      if (!documents.length) {
+        return null
+      }
+      return {
+        ocrPayload: data.ocrPayload || null,
+        ocrSummary: String(data.ocrSummary || '').trim(),
+        ocrDocuments: documents,
+        ocrFilePreviews: Array.isArray(data.ocrFilePreviews) ? data.ocrFilePreviews : []
+      }
+    }
+
+    function buildConfirmedAssociationText(message) {
+      return String(message?.text || '').replace(
+        `[确认](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})`,
+        '已确认'
+      )
+    }
+
+    async function confirmPendingAttachmentAssociation(message) {
+      if (submitting.value || sessionSwitchBusy.value) return null
+
+      const pending = message?.pendingAttachmentAssociation && typeof message.pendingAttachmentAssociation === 'object'
+        ? message.pendingAttachmentAssociation
+        : null
+      const associationId = String(pending?.id || '').trim()
+      if (!associationId || pending?.status === 'confirmed') {
+        return null
+      }
+
+      const runtime = pendingAttachmentAssociations.get(associationId)
+      if (!runtime || !Array.isArray(runtime.files) || !runtime.files.length) {
+        toast('当前会话里没有可归集的附件原件，请重新上传票据后再确认。')
+        return null
+      }
+
+      pending.status = 'confirmed'
+      message.pendingAttachmentAssociation = pending
+      message.text = buildConfirmedAssociationText(message)
+      message.meta = ['已确认归集']
+      persistSessionState()
+
+      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'}`,
+        files: runtime.files,
+        uploadDisposition: 'continue_existing',
+        skipUploadDecisionPrompt: true,
+        skipDraftAssociationPrompt: true,
+        pendingText: runtime.claimNo
+          ? `正在将票据归集到草稿 ${runtime.claimNo}...`
+          : '正在将票据归集到当前草稿...',
+        associationConfirmed: true,
+        recognizedAttachmentData: {
+          ocrPayload: runtime.ocrPayload,
+          ocrSummary: runtime.ocrSummary,
+          ocrDocuments: runtime.ocrDocuments,
+          ocrFilePreviews: runtime.ocrFilePreviews
+        },
+        extraContext: {
+          ...runtime.extraContext,
+          review_action: 'link_to_existing_draft',
+          draft_claim_id: runtime.claimId,
+          selected_claim_id: runtime.claimId,
+          selected_claim_no: runtime.claimNo,
+          attachment_association_confirmed: true
+        }
+      })
+    }
+
     function buildBackendMessage(rawText, fileNames, ocrSummary = '') {
       const parts = []
       const normalizedText = String(rawText || '').trim()
@@ -128,6 +214,11 @@ export function useTravelReimbursementSubmitComposer(ctx) {
         ? initialExtraContext
         : mergeBusinessTimeIntoExtraContext(initialExtraContext, selectedBusinessTimeContext)
       const reviewAction = String(extraContext.review_action || '').trim()
+      const attachmentAssociationConfirmed = Boolean(
+        options.associationConfirmed ||
+          extraContext.attachment_association_confirmed ||
+          reviewAction === 'link_to_existing_draft'
+      )
       const hasSelectedExpenseType = Boolean(
         extraContext.expense_scene_selection ||
           String(extraContext.review_form_values?.expense_type || extraContext.review_form_values?.reimbursement_type || '').trim()
@@ -305,21 +396,100 @@ export function useTravelReimbursementSubmitComposer(ctx) {
         let ocrSummary = ''
         let ocrDocuments = []
         let ocrFilePreviews = []
+        const recognizedAttachmentData = normalizeRecognizedAttachmentData(options.recognizedAttachmentData)
 
         if (files.length) {
           const ocrStartedAt = Date.now()
           startFlowStep('ocr', { detail: `正在识别 ${files.length} 份附件...`, startedAt: ocrStartedAt })
-          try {
+          if (recognizedAttachmentData) {
-            ocrPayload = await recognizeOcrFiles(files)
+            ocrPayload = recognizedAttachmentData.ocrPayload
-            ocrSummary = buildOcrSummary(ocrPayload)
+            ocrSummary = recognizedAttachmentData.ocrSummary || buildOcrSummaryFromDocuments(recognizedAttachmentData.ocrDocuments)
-            ocrDocuments = normalizeOcrDocuments(ocrPayload)
+            ocrDocuments = [...recognizedAttachmentData.ocrDocuments]
-            ocrFilePreviews = buildOcrFilePreviews(ocrPayload)
+            ocrFilePreviews = [...recognizedAttachmentData.ocrFilePreviews]
             rememberFilePreviews(ocrFilePreviews)
-            completeFlowStep('ocr', `识别到 ${ocrDocuments.length || files.length} 张票据`, Date.now() - ocrStartedAt)
+            completeFlowStep('ocr', `复用已确认的 ${ocrDocuments.length || files.length} 张票据识别结果`, Date.now() - ocrStartedAt)
-          } catch (error) {
+          } else {
-            console.warn('OCR request failed:', error)
+            try {
-            completeFlowStep('ocr', 'OCR识别失败，已继续使用附件名称', Date.now() - ocrStartedAt)
+              ocrPayload = await recognizeOcrFiles(files, {
+                timeoutMs: 90000,
+                timeoutMessage: '票据 OCR 识别超时，已继续使用附件名称处理。'
+              })
+              ocrSummary = buildOcrSummary(ocrPayload)
+              ocrDocuments = normalizeOcrDocuments(ocrPayload)
+              ocrFilePreviews = buildOcrFilePreviews(ocrPayload)
+              rememberFilePreviews(ocrFilePreviews)
+              completeFlowStep('ocr', `识别到 ${ocrDocuments.length || files.length} 张票据`, Date.now() - ocrStartedAt)
+            } catch (error) {
+              console.warn('OCR request failed:', error)
+              completeFlowStep('ocr', 'OCR识别失败，已继续使用附件名称', Date.now() - ocrStartedAt)
+            }
           }
+
+          if (resolvedUploadDisposition === 'continue_existing') {
+            replaceMessage(pendingMessage.id, {
+              ...pendingMessage,
+              text: attachmentAssociationConfirmed
+                ? '票据识别已完成，正在把本次附件归集到已选择的草稿...'
+                : '票据识别已完成，正在整理归集前确认信息...',
+              meta: attachmentAssociationConfirmed ? ['正在归集'] : ['等待确认归集']
+            })
+            persistSessionState()
+          }
+        }
+
+        const associationTargetClaimId = String(extraContext.draft_claim_id || draftClaimId.value || '').trim()
+        const associationTargetClaimNo = String(
+          extraContext.selected_claim_no ||
+            extraContext.draft_claim_no ||
+            ''
+        ).trim()
+        if (
+          files.length &&
+          resolvedUploadDisposition === 'continue_existing' &&
+          associationTargetClaimId &&
+          !attachmentAssociationConfirmed
+        ) {
+          const associationId = createPendingAttachmentAssociationId()
+          const pendingAssociation = {
+            id: associationId,
+            status: 'pending',
+            claimId: associationTargetClaimId,
+            claimNo: associationTargetClaimNo,
+            fileNames
+          }
+          pendingAttachmentAssociations.set(associationId, {
+            files,
+            fileNames,
+            ocrPayload,
+            ocrSummary,
+            ocrDocuments,
+            ocrFilePreviews,
+            filePreviews,
+            claimId: associationTargetClaimId,
+            claimNo: associationTargetClaimNo,
+            extraContext: {
+              ...extraContext,
+              draft_claim_id: associationTargetClaimId,
+              selected_claim_id: associationTargetClaimId,
+              selected_claim_no: associationTargetClaimNo
+            }
+          })
+          replaceMessage(pendingMessage.id, createMessage(
+            'assistant',
+            buildAttachmentAssociationConfirmationMessage({
+              claimNo: associationTargetClaimNo,
+              fileNames,
+              ocrDocuments
+            }),
+            [],
+            {
+              meta: ['等待确认归集'],
+              pendingAttachmentAssociation: pendingAssociation
+            }
+          ))
+          persistSessionState()
+          nextTick(scrollToBottom)
+          return null
         }
 
         let effectiveFileNames = [...fileNames]
@@ -359,6 +529,16 @@ export function useTravelReimbursementSubmitComposer(ctx) {
         })
 
         const backendMessage = buildBackendMessage(rawText, effectiveFileNames, effectiveOcrSummary)
+        const orchestratorOptions = isKnowledgeSession.value
+          ? {
+              timeoutMs: 18000,
+              timeoutMessage: '知识问答整理超时，已停止等待。建议缩小问题范围或稍后重试。'
+            }
+          : {
+              timeoutMs: 120000,
+              timeoutMessage: '票据归集处理超时，当前仍停留在原草稿，请稍后重试或重新选择附件。'
+            }
+
         const payload = await runOrchestrator(
           {
             source: 'user_message',
@@ -393,12 +573,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
               ...extraContext
             }
           },
-          isKnowledgeSession.value
+          orchestratorOptions
-            ? {
-                timeoutMs: 18000,
-                timeoutMessage: '知识问答整理超时，已停止等待。建议缩小问题范围或稍后重试。'
-              }
-            : {}
         )
         responsePayload = payload
         flowRunId.value = String(payload?.run_id || '').trim()
@@ -413,35 +588,42 @@ export function useTravelReimbursementSubmitComposer(ctx) {
             ? ''
             : String(payload?.result?.draft_payload?.claim_id || '').trim() || draftClaimId.value
 
-        replaceMessage(
+        const reviewActionResult = String(extraContext.review_action || '').trim()
-          pendingMessage.id,
+        const resultClaimNo = String(payload?.result?.draft_payload?.claim_no || '').trim()
-          createMessage('assistant', payload?.result?.answer || payload?.result?.message || '智能体已完成处理。', [], {
+        const fallbackAnswer = reviewActionResult === 'link_to_existing_draft'
-            meta: buildMessageMeta(payload, effectiveFileNames),
+          ? (resultClaimNo ? `已将本次上传的票据关联到草稿 ${resultClaimNo}。` : '已将本次上传的票据关联到现有草稿。')
-            citations: Array.isArray(payload?.result?.citations) ? payload.result.citations : [],
+          : '智能体已完成处理。'
-            suggestedActions: Array.isArray(payload?.result?.suggested_actions)
+        const assistantMessage = createMessage('assistant', payload?.result?.answer || payload?.result?.message || fallbackAnswer, [], {
-              ? payload.result.suggested_actions
+          meta: buildMessageMeta(payload, effectiveFileNames),
-              : [],
+          citations: Array.isArray(payload?.result?.citations) ? payload.result.citations : [],
-            queryPayload: normalizeExpenseQueryPayload(payload?.result?.query_payload),
+          suggestedActions: Array.isArray(payload?.result?.suggested_actions)
-            draftPayload: payload?.result?.draft_payload || null,
+            ? payload.result.suggested_actions
-            reviewPayload: payload?.result?.review_payload || null,
+            : [],
-            riskFlags: Array.isArray(payload?.result?.risk_flags) ? payload.result.risk_flags : []
+          queryPayload: normalizeExpenseQueryPayload(payload?.result?.query_payload),
-          })
+          draftPayload: payload?.result?.draft_payload || null,
-        )
+          reviewPayload: payload?.result?.review_payload || null,
+          riskFlags: Array.isArray(payload?.result?.risk_flags) ? payload.result.risk_flags : []
+        })
+        replaceMessage(pendingMessage.id, assistantMessage)
         currentInsight.value = buildAgentInsight(
           payload,
           effectiveFileNames,
           mergeFilePreviews(filePreviews, ocrFilePreviews)
         )
         completeFlowResult(payload, flowRunDetail)
+        persistSessionState()
+        nextTick(scrollToBottom)
 
         const resolvedDraftClaimId = String(payload?.result?.draft_payload?.claim_id || draftClaimId.value || '').trim()
         if (!isKnowledgeSession.value && resolvedDraftClaimId && files.length) {
-          try {
+          void syncComposerFilesToDraft(resolvedDraftClaimId, files)
-            await syncComposerFilesToDraft(resolvedDraftClaimId, files)
+            .then(() => {
-          } catch (error) {
+              persistSessionState()
-            console.warn('Failed to persist composer attachments to draft claim:', error)
+            })
-            toast(error?.message || '票据已识别，但附件原件保存失败，请重试上传。')
+            .catch((error) => {
-          }
+              console.warn('Failed to persist composer attachments to draft claim:', error)
+              toast(error?.message || '票据已归集到草稿，但附件原件保存失败，请在单据详情中重新上传。')
+            })
         }
       } catch (error) {
         clearFlowSimulationTimers()
@@ -458,6 +640,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
           )
         )
         currentInsight.value = buildErrorInsight(error, fileNames)
+        persistSessionState()
       } finally {
         submitting.value = false
         composerUploadIntent.value = ''
@@ -469,6 +652,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
 
 
   return {
+    confirmPendingAttachmentAssociationInternal: confirmPendingAttachmentAssociation,
     submitComposerInternal: submitComposer
   }
 }

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

@@ -0,0 +1,34 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
+  buildAttachmentAssociationConfirmationMessage
+} from '../src/views/scripts/travelReimbursementAttachmentModel.js'
+
+test('attachment association prompt prints recognized receipt details before confirmation link', () => {
+  const message = buildAttachmentAssociationConfirmationMessage({
+    claimNo: 'EXP-202605-001',
+    fileNames: ['train-ticket.pdf'],
+    ocrDocuments: [
+      {
+        filename: 'train-ticket.pdf',
+        document_type: 'train_ticket',
+        scene_label: '差旅票据',
+        summary: '铁路电子客票 武汉-上海 票价 354 元',
+        document_fields: [
+          { key: 'route', label: '行程', value: '武汉-上海' },
+          { key: 'amount', label: '票价', value: '354.00' },
+          { key: 'date', label: '乘车日期', value: '2026-02-20' }
+        ]
+      }
+    ]
+  })
+
+  assert.match(message, /已识别附件信息：/)
+  assert.match(message, /附件类型：差旅票据/)
+  assert.match(message, /行程：武汉-上海/)
+  assert.match(message, /票价：354.00/)
+  assert.match(message, /草稿单号：EXP-202605-001/)
+  assert.match(message, new RegExp(`\\[确认\\]\\(${ATTACHMENT_ASSOCIATION_CONFIRM_HREF}\\)`))
+})

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

@@ -156,19 +156,19 @@ test('review drawer save action is disabled while receipt recognition is submitt
   )
 })
 
-test('draft creation waits for composer attachments to be persisted before leaving submit state', () => {
+test('draft creation starts composer attachment persistence after response rendering', () => {
   assert.match(
     submitComposerScript,
-    /try \{\s*await syncComposerFilesToDraft\(resolvedDraftClaimId, files\)\s*\} catch \(error\) \{/s
+    /void syncComposerFilesToDraft\(resolvedDraftClaimId, files\)\s*\.then\(\(\) => \{\s*persistSessionState\(\)\s*\}\)\s*\.catch\(\(error\) => \{/s
   )
   assert.doesNotMatch(
     submitComposerScript,
-    /syncComposerFilesToDraft\(resolvedDraftClaimId, files\)\.catch/
+    /await syncComposerFilesToDraft\(resolvedDraftClaimId, files\)/
   )
   assert.ok(
-    submitComposerScript.indexOf('await syncComposerFilesToDraft(resolvedDraftClaimId, files)') <
+    submitComposerScript.indexOf('replaceMessage(pendingMessage.id, assistantMessage)') <
-      submitComposerScript.indexOf('submitting.value = false'),
+      submitComposerScript.indexOf('void syncComposerFilesToDraft(resolvedDraftClaimId, files)'),
-    'attachment persistence should finish before submit state is cleared'
+    'assistant response should render before background attachment persistence starts'
   )
   assert.match(attachmentsScript, /function normalizeAttachmentMatchName\(value\)/)
   assert.match(attachmentsScript, /const normalizedMatchBuckets = new Map\(\)/)