refactor(backend): update orchestrator endpoint and services

- endpoints/orchestrator.py: update orchestrator API endpoint
- services/agent_conversations.py: update agent conversations service
- services/orchestrator.py: update orchestrator service
- services/user_agent.py: update user agent service

server/src/app/services/user_agent.py

@@ -85,6 +85,15 @@ GROUP_SCENE_LABELS = {
     "other": "其他费用",
 }
 
+EXPENSE_STATUS_LABELS = {
+    "draft": "草稿",
+    "submitted": "已提交",
+    "review": "审核中",
+    "approved": "已通过",
+    "rejected": "已驳回",
+    "paid": "已付款",
+}
+
 SLOT_LABELS = {
     "expense_type": "报销类型",
     "customer_name": "客户名称",
@@ -389,10 +398,41 @@ class UserAgentService:
         if scenario == "expense":
             record_count = int(data.get("record_count") or 0)
             total_amount = float(data.get("total_amount") or 0)
-            return (
-                f"{subject}共命中 {record_count} 笔报销，金额合计 {total_amount:.2f} 元。"
-                "如需继续处理，可以查看明细或生成处理意见草稿。"
-            )
+            scope_label = str(data.get("scope_label") or subject).strip() or subject
+            preview_records = data.get("records")
+            if record_count <= 0:
+                return f"当前没有查到{scope_label}。你可以补充时间范围、单号或状态继续筛选。"
+
+            summary = f"查到{scope_label}共 {record_count} 笔，金额合计 {total_amount:.2f} 元。"
+            if not isinstance(preview_records, list) or not preview_records:
+                return f"{summary} 如需继续处理，可以查看明细或生成处理意见草稿。"
+
+            preview_text: list[str] = []
+            for item in preview_records[:3]:
+                if not isinstance(item, dict):
+                    continue
+                claim_no = str(item.get("claim_no") or "未编号").strip() or "未编号"
+                occurred_at = str(item.get("occurred_at") or "").strip()
+                expense_type = EXPENSE_TYPE_LABELS.get(
+                    str(item.get("expense_type") or "").strip(),
+                    str(item.get("expense_type") or "报销").strip() or "报销",
+                )
+                amount = float(item.get("amount") or 0)
+                status = EXPENSE_STATUS_LABELS.get(
+                    str(item.get("status") or "").strip(),
+                    str(item.get("status") or "处理中").strip() or "处理中",
+                )
+                date_prefix = f"{occurred_at}，" if occurred_at else ""
+                preview_text.append(
+                    f"{claim_no}（{date_prefix}{expense_type}，{amount:.2f} 元，{status}）"
+                )
+
+            if not preview_text:
+                return f"{summary} 如需继续处理，可以查看明细或生成处理意见草稿。"
+
+            has_more = bool(data.get("has_more")) or record_count > len(preview_records)
+            more_hint = " 当前先展示最近几笔，可继续查看明细。" if has_more else ""
+            return f"{summary} 其中包括：{'；'.join(preview_text)}。{more_hint}".strip()
 
         if scenario == "accounts_receivable":
             record_count = int(data.get("record_count") or 0)
@@ -1249,6 +1289,8 @@ class UserAgentService:
         payload: UserAgentRequest,
         review_payload: UserAgentReviewPayload | None,
     ) -> bool:
+        if payload.ontology.scenario == "expense" and payload.ontology.intent in {"query", "compare"}:
+            return True
         if review_payload is None:
             return False
         return payload.ontology.scenario == "expense" and (