refactor: consolidate finance workflow modules

2026-06-23 11:21:18 +08:00
parent 1f40ce3df3
commit 73966b3a7b
52 changed files with 3468 additions and 2865 deletions
--- a/docs/superpowers/plans/2026-06-23-code-deduplication-refactor.md
+++ b/docs/superpowers/plans/2026-06-23-code-deduplication-refactor.md
@@ -0,0 +1,410 @@
+# X-Financial Duplicate Code Refactor Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development or superpowers:executing-plans for multi-task execution. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Reduce duplicated business logic, renderer helpers, protocol constants, and test fixtures without changing existing behavior.
+
+**Architecture:** Start with low-risk pure helpers, then move toward business contract consolidation. Each round must add or preserve regression tests before production code changes, and backend validation must run inside `x-financial-main`.
+
+**Tech Stack:** Vue 3, Vite, Node test runner, FastAPI, SQLAlchemy, pytest, Docker Compose.
+
+---
+
+## Scope
+
+This document records the duplicate-code audit from 2026-06-23 and defines a staged cleanup path. The first implementation slice is intentionally small: extract shared frontend conversation rendering helpers used by `markdown.js` and `aiConversationHtmlRenderer.js`.
+
+The following areas are in scope:
+
+- Frontend AI markdown / HTML trusted block normalization.
+- Frontend reimbursement review panel model duplication.
+- Workbench AI composer / attachment strip duplication.
+- Backend application gate, fact extraction, amount/date/location parsing.
+- Backend platform risk context helper duplication.
+- Cross-layer status, expense type, document type, and risk-level taxonomy drift.
+- Test helper duplication for DB sessions, FastAPI client overrides, and OCR fakes.
+
+The following areas are out of scope for the first implementation slice:
+
+- Changing application submission behavior.
+- Changing reimbursement association decision flow.
+- Changing API response shapes.
+- Editing unrelated notification top bar changes already present in the worktree.
+
+## Findings
+
+### P0: Frontend Trusted HTML And Conversation Text Helpers
+
+`web/src/utils/markdown.js` and `web/src/utils/aiConversationHtmlRenderer.js` both implement:
+
+- `ALLOWED_COLON_HEADING_TITLES`
+- `BUSINESS_FIELD_LABELS`
+- `TRUSTED_HTML_ALLOWED_TAGS`
+- `TRUSTED_HTML_ALLOWED_ATTRS`
+- `splitColonHeadingLine`
+- `normalizeBusinessFieldLine`
+- `hasOnlyTrustedHtmlTags`
+- `sanitizeTrustedHtmlBlock`
+- `extractTrustedHtmlBlocks`
+- `restoreTrustedHtmlBlocks`
+
+Plan:
+
+- [x] Create `web/src/utils/conversationTrustedHtml.js`.
+- [x] Move trusted HTML sanitizing and business-line normalization into the helper.
+- [x] Keep renderer-specific output differences in each renderer.
+- [x] Verify both markdown and AI conversation renderers still preserve valid trusted document cards and reject unsafe trusted HTML.
+
+Expected benefit:
+
+- One XSS whitelist.
+- One business field normalization rule.
+- Less drift between AI workbench and reimbursement assistant rendering.
+
+### P0: Reimbursement Review Panel Model Duplication
+
+`web/src/views/scripts/travelReimbursementCreateReviewModel.js` and `web/src/views/scripts/travelReimbursementReviewPanelModel.js` duplicate review scope, fact cards, risk item mapping, risk conversation text, and message cleanup.
+
+Plan:
+
+- [x] Choose `travelReimbursementReviewPanelModel.js` as the shared model.
+- [x] Convert create-view imports to the shared model, or make the create-view module a thin compatibility re-export.
+- [x] Add behavior tests for exported review helpers before deleting duplicate code.
+
+Expected benefit:
+
+- One risk item mapping.
+- One review fact card model.
+- Lower risk when changing reimbursement review copy or drawer behavior.
+
+### P0: Workbench AI Composer And File Strip Template Duplication
+
+`web/src/components/business/PersonalWorkbenchAiMode.template.html` keeps two near-identical composer forms and two near-identical selected-file strips for the welcome and inline conversation states. `web/src/components/business/workbench-ai/WorkbenchAiComposer.vue` and `web/src/components/business/workbench-ai/WorkbenchAiFileStrip.vue` already exist, but the main template still duplicates the markup.
+
+Plan:
+
+- [x] Reuse `WorkbenchAiComposer.vue` for both welcome and inline composer surfaces.
+- [x] Reuse `WorkbenchAiFileStrip.vue` for both welcome and inline selected-file strips.
+- [x] Keep the parent runtime API stable by passing a proxied runtime object into shared components.
+- [x] Preserve OCR state display in the shared file-strip component.
+- [x] Keep input focus behavior by exposing an explicit assistant input ref setter.
+
+Expected benefit:
+
+- One composer markup surface.
+- One selected-file/OCR badge markup surface.
+- Lower maintenance cost when upload, date picker, lock state, or send-button behavior changes.
+
+### P1: Application Gate And Fact Extraction
+
+Backend application flow repeats checks across `user_agent_application.py`, `steward_planner.py`, `orchestrator.py`, `ontology_detection.py`, and `ontology_extraction.py`.
+
+Plan:
+
+- [ ] Extract application intent / context gate helpers.
+- [ ] Extract application fact resolver for date, location, reason, amount, transport, and expense type.
+- [ ] Route UserAgent, StewardPlanner, and Orchestrator through the same helpers.
+- [ ] Preserve existing application vs reimbursement stage boundaries.
+
+Expected benefit:
+
+- Fewer mismatches between button actions and text-input actions.
+- Less chance of direct submit re-entering slow `/orchestrator/run` paths.
+- More consistent missing-field prompts.
+
+### P1: Backend Parsing And Risk Context Utilities
+
+Several backend modules repeat city extraction, document field lookup, item-id dedupe, Decimal conversion, endpoint normalization, and JSON error parsing.
+
+Plan:
+
+- [ ] Extract platform risk context helpers for item-id and document field utilities.
+- [ ] Reuse existing amount utilities before adding new regex parsing.
+- [ ] Share model connectivity URL/header/error helpers between RAG runtime and connectivity checks.
+- [ ] Cache sorted travel-policy city names per policy snapshot.
+
+Expected benefit:
+
+- Less CPU churn in repeated risk/OCR loops.
+- Fewer provider connectivity behavior differences.
+- Easier review of platform-risk regressions.
+
+### P1: Cross-Layer Taxonomy And Protocol Constants
+
+Status labels, expense types, document types, risk levels, API paths, and snake_case/camelCase mappings are repeated across backend schemas, frontend services, and tests.
+
+Plan:
+
+- [ ] Establish read-only contract baseline from OpenAPI export.
+- [ ] Export status / approval-stage registry to frontend constants.
+- [ ] Consolidate expense type, document type, and risk-level taxonomy.
+- [ ] Move high-churn API path and payload builders into shared frontend test helpers.
+
+Expected benefit:
+
+- Fewer display inconsistencies.
+- Easier API evolution.
+- Less brittle source-string tests.
+
+### P2: Test Fixture Duplication
+
+`server/tests` repeatedly defines `build_session`, `build_session_factory`, `override_db`, `build_client`, and OCR fake functions.
+
+Plan:
+
+- [ ] Add backend test fixtures in `server/tests/conftest.py`.
+- [ ] Move OCR fake builders into a small test helper.
+- [ ] Migrate tests in batches, one behavior area at a time.
+
+Expected benefit:
+
+- Less boilerplate in large test files.
+- Easier targeted regression coverage before service refactors.
+
+## First Slice Execution Plan
+
+### Task 1: Lock Shared Renderer Helper Behavior
+
+**Files:**
+
+- Create: `web/tests/conversation-trusted-html.test.mjs`
+- Create: `web/src/utils/conversationTrustedHtml.js`
+- Modify: `web/src/utils/markdown.js`
+- Modify: `web/src/utils/aiConversationHtmlRenderer.js`
+
+Steps:
+
+- [x] Add a failing Node test that imports `conversationTrustedHtml.js`.
+- [x] Assert valid trusted document-card HTML is preserved through placeholder extraction and restore.
+- [x] Assert unsafe tags, event handlers, and non-document hrefs are rejected.
+- [x] Assert colon headings and business field lines normalize outside fenced code blocks.
+- [x] Run the new test and confirm it fails because the helper does not exist.
+- [x] Implement the helper with pure functions only.
+- [x] Refactor both renderers to use the helper.
+- [x] Run targeted renderer tests.
+- [x] Run `npm --prefix web run build`.
+
+Validation commands:
+
+```bash
+node --test web/tests/conversation-trusted-html.test.mjs
+node --test web/tests/ai-conversation-html-renderer.test.mjs web/tests/travel-reimbursement-review-drawer-switch.test.mjs
+npm --prefix web run build
+```
+
+## Third Slice Execution Plan
+
+### Task 3: Reuse Workbench AI Composer Components
+
+**Files:**
+
+- Create: `web/tests/workbench-ai-composer-components.test.mjs`
+- Modify: `web/src/components/business/PersonalWorkbenchAiMode.vue`
+- Modify: `web/src/components/business/PersonalWorkbenchAiMode.template.html`
+- Modify: `web/src/components/business/workbench-ai/WorkbenchAiFileStrip.vue`
+- Modify: `web/src/composables/workbenchAiMode/usePersonalWorkbenchAiMode.js`
+
+Steps:
+
+- [x] Add a failing Node test that expects the main template to use `WorkbenchAiComposer` and `WorkbenchAiFileStrip`.
+- [x] Assert the shared file strip preserves OCR state badges.
+- [x] Assert the runtime exposes an input ref setter for the shared composer.
+- [x] Run the new test and confirm it fails on the duplicated template.
+- [x] Pass a proxied runtime object from `PersonalWorkbenchAiMode.vue` into shared components.
+- [x] Replace duplicate composer and file-strip markup in the external template.
+- [x] Add OCR badge markup to `WorkbenchAiFileStrip.vue`.
+- [x] Run targeted workbench AI tests.
+- [x] Run `npm --prefix web run build`.
+
+Validation commands:
+
+```bash
+node --test web/tests/workbench-ai-composer-components.test.mjs
+node --test web/tests/workbench-ai-composer-components.test.mjs web/tests/workbench-ai-mode-switch.test.mjs web/tests/workbench-ai-mode-expense-scene-action.test.mjs
+npm --prefix web run build
+```
+
+## Remaining Execution Plan
+
+The remaining work is intentionally split into bounded slices. Each slice extracts shared code without changing user-facing flow, API response shape, or submission semantics.
+
+### Task 4: Frontend Application Gate Helpers
+
+**Files:**
+
+- Create: `web/src/composables/workbenchAiMode/workbenchAiApplicationGateModel.js`
+- Create: `web/tests/workbench-ai-application-gate-model.test.mjs`
+- Modify: `web/src/composables/workbenchAiMode/usePersonalWorkbenchAiMode.js`
+- Modify: `web/src/composables/workbenchAiMode/useWorkbenchAiApplicationPreviewFlow.js`
+
+Steps:
+
+- [x] Add a failing Node test for reimbursement creation intent, submit/save text action resolution, and orphan preview detection.
+- [x] Move pure gate predicates into `workbenchAiApplicationGateModel.js`.
+- [x] Replace inline copies in personal workbench and application-preview flow.
+- [x] Run targeted workbench AI application tests.
+
+Validation commands:
+
+```bash
+node --test web/tests/workbench-ai-application-gate-model.test.mjs
+node --test web/tests/workbench-ai-application-gate-model.test.mjs web/tests/workbench-ai-mode-switch.test.mjs web/tests/workbench-ai-action-router.test.mjs
+```
+
+### Task 5: Backend Application Fact Resolver
+
+**Files:**
+
+- Create: `server/src/app/services/application_fact_resolver.py`
+- Create: `server/tests/test_application_fact_resolver.py`
+- Modify: `server/src/app/services/steward_planner.py`
+
+Steps:
+
+- [x] Add failing pytest coverage for time, location, reason, transport, and task-type inference.
+- [x] Extract pure resolver helpers that preserve existing planner output.
+- [x] Route `StewardPlannerService` extraction wrappers through the resolver.
+- [x] Run targeted planner/fact tests inside the active app container.
+
+Validation commands:
+
+```bash
+docker exec -w /app -e SERVER_VENV_DIR=/tmp/x-financial-server-venv x-financial-main /tmp/x-financial-server-venv/bin/pytest -q server/tests/test_application_fact_resolver.py server/tests/test_steward_planner.py
+```
+
+### Task 6: Backend Platform Risk Context Utilities
+
+**Files:**
+
+- Modify: `server/src/app/services/expense_claim_platform_context_tools.py`
+- Create: `server/tests/test_expense_claim_platform_context_tools.py`
+- Modify: `server/src/app/services/expense_claim_platform_route_risk.py`
+- Modify: `server/src/app/services/expense_claim_platform_risk.py`
+
+Steps:
+
+- [x] Add failing pytest coverage for context city extraction, item-id dedupe, and text-value dedupe helpers.
+- [x] Add pure helper functions in `expense_claim_platform_context_tools.py`.
+- [x] Route route-risk and platform-risk consumers through the shared helpers.
+- [x] Run targeted platform-risk tests inside the active app container.
+
+Validation commands:
+
+```bash
+docker exec -w /app -e SERVER_VENV_DIR=/tmp/x-financial-server-venv x-financial-main /tmp/x-financial-server-venv/bin/pytest -q server/tests/test_expense_claim_platform_context_tools.py server/tests/test_expense_claim_platform_risk_stage.py
+```
+
+### Task 7: Frontend Protocol Constants And Test Helpers
+
+**Files:**
+
+- Create: `web/src/constants/documentProtocol.js`
+- Create: `web/tests/helpers/sourceSurface.mjs`
+- Create: `web/tests/document-protocol-constants.test.mjs`
+- Modify: `web/src/composables/workbenchAiMode/workbenchAiApplicationPreviewModel.js`
+- Migrate one high-churn source-surface test to the helper.
+
+Steps:
+
+- [x] Add failing Node tests for status labels, document type constants, and reusable source-surface loading.
+- [x] Move duplicated status labels into `documentProtocol.js`.
+- [x] Reuse constants in application-preview model and request/document-center model code.
+- [x] Migrate one source-surface test helper to reduce brittle boilerplate.
+
+Validation commands:
+
+```bash
+node --test web/tests/document-protocol-constants.test.mjs web/tests/workbench-ai-mode-switch.test.mjs
+```
+
+### Task 8: Backend Test Fixture Consolidation
+
+**Files:**
+
+- Create: `server/src/app/test_helpers/db.py`
+- Create: `server/src/app/test_helpers/__init__.py`
+- Create: `server/tests/test_db_test_helpers.py`
+- Modify: `server/tests/test_expense_claim_platform_risk_stage.py`
+
+Steps:
+
+- [x] Identify an existing small test file with duplicated session/client/OCR helpers.
+- [x] Add shared DB helper while preserving its current behavior.
+- [x] Migrate one test file only.
+- [x] Run the migrated test plus adjacent coverage inside the active app container.
+
+Validation commands:
+
+```bash
+docker exec -w /app -e SERVER_VENV_DIR=/tmp/x-financial-server-venv x-financial-main /tmp/x-financial-server-venv/bin/pytest -q server/tests/test_db_test_helpers.py server/tests/test_expense_claim_platform_risk_stage.py
+```
+
+### Task 9: Steward Planner Module Split
+
+**Files:**
+
+- Create: `server/src/app/services/steward_planner_shared.py`
+- Create: `server/src/app/services/steward_planner_fallback.py`
+- Create: `server/src/app/services/steward_planner_extraction.py`
+- Modify: `server/src/app/services/steward_planner.py`
+
+Steps:
+
+- [x] Move shared constants and `PlannedTaskDraft` into a shared planner module.
+- [x] Move off-topic, pending-flow, and rule-fallback planning into `steward_planner_fallback.py`.
+- [x] Move task extraction, ontology normalization, attachment grouping, and summary helpers into `steward_planner_extraction.py`.
+- [x] Keep `steward_planner.py` as the service orchestration entrypoint.
+- [x] Run planner/fact resolver tests inside the active app container.
+
+Validation commands:
+
+```bash
+docker exec -w /app -e SERVER_VENV_DIR=/tmp/x-financial-server-venv x-financial-main /tmp/x-financial-server-venv/bin/pytest -q server/tests/test_application_fact_resolver.py server/tests/test_steward_planner.py
+```
+
+### Task 10: App Shell Dynamic Business Chunk Loading
+
+**Files:**
+
+- Create: `web/src/views/scripts/appShellAsyncViews.js`
+- Create: `web/src/components/shared/AppViewLoadingState.vue`
+- Create: `web/src/components/shared/AppModalLoadingState.vue`
+- Modify: `web/src/views/AppShellRouteView.vue`
+- Modify: `web/src/components/layout/SidebarRail.vue`
+- Modify: `web/src/components/layout/AiSidebarRail.vue`
+- Modify: `web/tests/app-shell-route-loading.test.mjs`
+- Modify: `web/tests/ai-sidebar-rail-mode.test.mjs`
+
+Steps:
+
+- [x] Keep top-level shell routes eager so login/setup/app layout does not blank during route navigation.
+- [x] Move heavy business views behind `defineAsyncComponent` loaders.
+- [x] Add an in-workarea loading state for slow business chunks.
+- [x] Add a modal loading state for the smart reimbursement assistant chunk.
+- [x] Preload likely next views on sidebar hover/focus and during browser idle time.
+- [x] Preserve existing Vite manual vendor chunks, including `vendor-echarts`.
+- [x] Run targeted frontend tests and production build.
+
+Validation commands:
+
+```bash
+node --test web/tests/app-shell-route-loading.test.mjs web/tests/ai-sidebar-rail-mode.test.mjs web/tests/sidebar-document-unread-dot.test.mjs web/tests/workbench-ai-mode-switch.test.mjs web/tests/workbench-ai-reimbursement-association-gate.test.mjs web/tests/travel-reimbursement-review-drawer-switch.test.mjs web/tests/documents-center-status-filter.test.mjs
+npm --prefix web run build
+```
+
+Result:
+
+- App shell entry chunk after split: `index-vWyUfHfm.js` 223.75 kB, gzip 74.11 kB.
+- Large `vendor-echarts` chunk remains isolated at 598.67 kB, gzip 204.84 kB; it is no longer part of the app-shell entry chunk.
+- Build still reports the existing Rollup `#__PURE__` annotation warnings from Element Plus / VueUse.
+
+## Guardrails
+
+- Do not touch unrelated dirty files.
+- Do not change renderer output intentionally in this slice.
+- Do not move backend logic until frontend helper extraction is green.
+- Backend tests must run through Docker:
+
+```bash
+docker exec -w /app -e SERVER_VENV_DIR=/tmp/x-financial-server-venv x-financial-main /tmp/x-financial-server-venv/bin/pytest -q <path>
+```
--- a/server/src/app/services/application_fact_resolver.py
+++ b/server/src/app/services/application_fact_resolver.py
@@ -0,0 +1,141 @@
+from __future__ import annotations
+
+import re
+from datetime import date, timedelta
+
+
+CITY_NAMES = (
+    "北京",
+    "上海",
+    "广州",
+    "深圳",
+    "杭州",
+    "南京",
+    "苏州",
+    "成都",
+    "重庆",
+    "天津",
+    "武汉",
+    "西安",
+    "长沙",
+    "郑州",
+    "青岛",
+    "厦门",
+    "福州",
+    "合肥",
+    "济南",
+    "沈阳",
+    "大连",
+    "宁波",
+    "无锡",
+)
+
+MONTH_DAY_PATTERN = re.compile(r"(?P<month>\d{1,2})\s*月\s*(?P<day>\d{1,2})\s*(?:日|号)?")
+ISO_DATE_PATTERN = re.compile(
+    r"(?P<year>\d{4})[-/年](?P<month>\d{1,2})[-/月](?P<day>\d{1,2})(?:日)?"
+)
+
+
+class ApplicationFactResolver:
+    @staticmethod
+    def infer_expense_type(segment: str, task_type: str) -> str:
+        compact = re.sub(r"\s+", "", segment)
+        if re.search(r"招待|接待|餐饮|宴请|客户吃饭|业务餐", compact):
+            return "entertainment"
+        if re.search(r"出差|差旅|住宿|酒店|机票|航班|高铁|火车", compact):
+            return "travel"
+        if re.search(r"交通|出租车|的士|网约车|打车|地铁|公交", compact):
+            return "transport" if task_type == "reimbursement" else "travel"
+        return "travel" if task_type == "expense_application" else "other"
+
+    @staticmethod
+    def extract_time_range(segment: str, base_date: date) -> str:
+        compact = re.sub(r"\s+", "", segment)
+        if "昨天" in compact:
+            return (base_date - timedelta(days=1)).isoformat()
+        if "前天" in compact:
+            return (base_date - timedelta(days=2)).isoformat()
+        if "明天" in compact:
+            return (base_date + timedelta(days=1)).isoformat()
+        if "后天" in compact:
+            return (base_date + timedelta(days=2)).isoformat()
+
+        iso_match = ISO_DATE_PATTERN.search(compact)
+        if iso_match:
+            return ApplicationFactResolver.safe_date(
+                int(iso_match.group("year")),
+                int(iso_match.group("month")),
+                int(iso_match.group("day")),
+            )
+
+        month_day = MONTH_DAY_PATTERN.search(compact)
+        if month_day:
+            return ApplicationFactResolver.safe_date(
+                base_date.year,
+                int(month_day.group("month")),
+                int(month_day.group("day")),
+            )
+        return ""
+
+    @staticmethod
+    def safe_date(year: int, month: int, day: int) -> str:
+        try:
+            return date(year, month, day).isoformat()
+        except ValueError:
+            return ""
+
+    @staticmethod
+    def extract_location(segment: str) -> str:
+        compact = re.sub(r"\s+", "", segment)
+        for prefix in ("去", "到", "赴", "前往"):
+            match = re.search(fr"{prefix}({'|'.join(CITY_NAMES)})", compact)
+            if match:
+                return match.group(1)
+        for city in CITY_NAMES:
+            if city in compact:
+                return city
+        return ""
+
+    @staticmethod
+    def extract_reason(segment: str, task_type: str) -> str:
+        cleaned = re.sub(r"\s+", "", segment).strip("，,。；; ")
+        if task_type == "expense_application":
+            match = re.search(r"(辅助|支持|协助|支撑|参加|拜访|调研|实施|部署|审核).+", cleaned)
+            if match:
+                return strip_trailing_connectors(match.group(0))
+            reason = re.sub(r"^.*?(?:出差|差旅)", "", cleaned).strip("，,。；;的费用")
+            return strip_trailing_connectors(reason) or cleaned
+        cleaned = re.sub(r"^(?:我想要|我想|我要|还需要|需要|请帮我|帮我)?报销", "", cleaned)
+        if not cleaned or cleaned in {"费用", "报销单", "报销流程"}:
+            return ""
+        cleaned = re.sub(r"^(?:昨天|前天|明天|后天|\d{1,2}月\d{1,2}(?:日|号)?)的?", "", cleaned)
+        return cleaned.strip("，,。；; ")
+
+    @staticmethod
+    def extract_transport_mode(segment: str) -> str:
+        compact = re.sub(r"\s+", "", segment)
+        if re.search(r"高铁|动车|火车", compact):
+            return "train"
+        if re.search(r"飞机|机票|航班", compact):
+            return "flight"
+        if re.search(r"出租车|的士|网约车|打车", compact):
+            return "taxi"
+        if "交通" in compact:
+            return "other"
+        return ""
+
+
+def strip_trailing_connectors(value: str) -> str:
+    cleaned = str(value or "").strip("，,。；; ")
+    return re.sub(r"(?:并且|而且|同时|另外|还需要|需要)$", "", cleaned).strip("，,。；; ")
+
+
+def resolve_application_facts(segment: str, task_type: str, base_date: date) -> dict[str, str]:
+    fields = {
+        "expense_type": ApplicationFactResolver.infer_expense_type(segment, task_type),
+        "time_range": ApplicationFactResolver.extract_time_range(segment, base_date),
+        "location": ApplicationFactResolver.extract_location(segment),
+        "reason": ApplicationFactResolver.extract_reason(segment, task_type),
+        "transport_mode": ApplicationFactResolver.extract_transport_mode(segment),
+    }
+    return {key: value for key, value in fields.items() if value}
--- a/server/src/app/services/expense_claim_platform_context_tools.py
+++ b/server/src/app/services/expense_claim_platform_context_tools.py
@@ -6,6 +6,18 @@ from typing import Any
 from app.services.expense_rule_runtime import RuntimeTravelPolicy


+def unique_text_values(values: list[Any]) -> list[str]:
+    normalized_values: list[str] = []
+    seen: set[str] = set()
+    for value in list(values or []):
+        normalized = str(value or "").strip()
+        if not normalized or normalized in seen:
+            continue
+        seen.add(normalized)
+        normalized_values.append(normalized)
+    return normalized_values
+
+
 def count_values(values: list[str]) -> dict[str, int]:
    counts: dict[str, int] = {}
    for value in values:
@@ -51,21 +63,35 @@ def collect_attachment_cities(
 ) -> list[str]:
    cities: list[str] = []
    for context in contexts:
-        document_info = context.get("document_info") or {}
-        parts = [
-            str(context.get("ocr_summary") or ""),
-            str(context.get("ocr_text") or ""),
-            str(context.get("item").item_location if context.get("item") is not None else ""),
-        ]
-        for field in list(document_info.get("fields") or []):
-            if isinstance(field, dict):
-                parts.append(str(field.get("value") or ""))
-        for city in extract_known_cities_from_text(" ".join(parts), policy):
+        for city in collect_context_cities(context, policy):
            if city not in cities:
                cities.append(city)
    return cities


+def collect_context_cities(
+    context: dict[str, Any],
+    policy: RuntimeTravelPolicy,
+    *,
+    include_item_reason: bool = False,
+) -> list[str]:
+    if not isinstance(context, dict):
+        return []
+    document_info = context.get("document_info") or {}
+    item = context.get("item")
+    parts = [
+        str(context.get("ocr_summary") or ""),
+        str(context.get("ocr_text") or ""),
+        str(getattr(item, "item_location", "") or ""),
+    ]
+    if include_item_reason:
+        parts.append(str(getattr(item, "item_reason", "") or ""))
+    for field in list(document_info.get("fields") or []):
+        if isinstance(field, dict):
+            parts.append(str(field.get("value") or ""))
+    return extract_known_cities_from_text(" ".join(parts), policy)
+
+
 def extract_known_cities_from_text(text: str, policy: RuntimeTravelPolicy) -> list[str]:
    normalized = str(text or "").strip()
    if not normalized:
@@ -77,6 +103,11 @@ def extract_known_cities_from_text(text: str, policy: RuntimeTravelPolicy) -> li
    return cities


+def extract_first_known_city_from_text(text: str, policy: RuntimeTravelPolicy) -> str:
+    cities = extract_known_cities_from_text(text, policy)
+    return cities[0] if cities else ""
+
+
 def resolve_first_document_field_value(
    document_info: dict[str, Any],
    *,
@@ -95,3 +126,15 @@ def resolve_first_document_field_value(
        if field_key in normalized_keys or any(token in label for token in labels):
            return value
    return ""
+
+
+def collect_context_item_ids(contexts: list[dict[str, Any]]) -> list[str]:
+    item_ids: list[str] = []
+    seen: set[str] = set()
+    for context in list(contexts or []):
+        item = context.get("item") if isinstance(context, dict) else None
+        item_id = str(getattr(item, "id", "") or "").strip()
+        if item_id and item_id not in seen:
+            seen.add(item_id)
+            item_ids.append(item_id)
+    return item_ids
--- a/server/src/app/services/expense_claim_platform_risk.py
+++ b/server/src/app/services/expense_claim_platform_risk.py
@@ -13,6 +13,7 @@ from app.services.agent_asset_spreadsheet import RISK_RULES_LIBRARY
 from app.services.budget import BudgetService
 from app.services.expense_claim_platform_context_tools import (
    collect_attachment_cities,
+    collect_context_item_ids,
    collect_invoice_keys_from_contexts,
    collect_invoice_keys_from_document_info,
    count_values,
@@ -768,15 +769,7 @@ class ExpenseClaimPlatformRiskMixin:

    @staticmethod
    def _context_item_ids(contexts: list[dict[str, Any]]) -> list[str]:
-        item_ids: list[str] = []
-        seen: set[str] = set()
-        for context in list(contexts or []):
-            item = context.get("item") if isinstance(context, dict) else None
-            item_id = str(getattr(item, "id", "") or "").strip()
-            if item_id and item_id not in seen:
-                seen.add(item_id)
-                item_ids.append(item_id)
-        return item_ids
+        return collect_context_item_ids(contexts)

    @staticmethod
    def _with_related_item_ids(flag: dict[str, Any], item_ids: list[str]) -> dict[str, Any]:
--- a/server/src/app/services/expense_claim_platform_route_risk.py
+++ b/server/src/app/services/expense_claim_platform_route_risk.py
@@ -3,6 +3,13 @@ from __future__ import annotations
 from typing import Any

 from app.models.financial_record import ExpenseClaim
+from app.services.expense_claim_platform_context_tools import (
+    collect_context_cities,
+    collect_context_item_ids,
+    extract_first_known_city_from_text,
+    resolve_first_document_field_value,
+    unique_text_values,
+)
 from app.services.expense_rule_runtime import RuntimeTravelPolicy


@@ -13,16 +20,16 @@ def resolve_multi_city_related_item_ids(
 ) -> tuple[list[str], list[str]]:
    segments = _collect_travel_route_segments(contexts, policy)
    if not segments:
-        return _context_item_ids(contexts), []
+        return collect_context_item_ids(contexts), []

    first_origin = str(segments[0].get("origin") or "").strip()
    first_destination = str(segments[0].get("destination") or "").strip()
    expected_destination = _resolve_expected_travel_city(claim, contexts, policy)
-    baseline_cities = _unique_text_values(
+    baseline_cities = unique_text_values(
        [first_origin, expected_destination or first_destination]
    )

-    destination_cities = _unique_text_values(
+    destination_cities = unique_text_values(
        [str(segment.get("destination") or "") for segment in segments]
    )
    extra_cities = [
@@ -31,7 +38,7 @@ def resolve_multi_city_related_item_ids(
        if city and city not in set(baseline_cities)
    ]
    if not extra_cities:
-        route_cities = _unique_text_values(
+        route_cities = unique_text_values(
            [
                city
                for segment in segments
@@ -86,7 +93,7 @@ def _resolve_expected_travel_city(
    contexts: list[dict[str, Any]],
    policy: RuntimeTravelPolicy,
 ) -> str:
-    claim_city = _extract_first_known_city(str(claim.location or ""), policy)
+    claim_city = extract_first_known_city_from_text(str(claim.location or ""), policy)
    if claim_city:
        return claim_city

@@ -96,7 +103,7 @@ def _resolve_expected_travel_city(
        scene_code = str(document_info.get("scene_code") or "").strip().lower()
        if document_type != "hotel_invoice" and scene_code != "hotel":
            continue
-        for city in _extract_context_cities(context, policy):
+        for city in collect_context_cities(context, policy, include_item_reason=True):
            return city
    return ""

@@ -107,7 +114,7 @@ def _extract_route_segment(
 ) -> tuple[str, str] | None:
    document_info = context.get("document_info") or {}
    item = context.get("item")
-    route_value = _resolve_document_field_value(
+    route_value = resolve_first_document_field_value(
        document_info,
        keys={"route", "route_cities", "routecities", "travel_route", "trip_route"},
        labels={"路线", "行程", "起讫", "起终", "始发", "到达"},
@@ -130,8 +137,8 @@ def _extract_route_segment(
                segment.strip()
                for segment in normalized.split(separator, 1)
            ]
-            origin = _extract_first_known_city(origin_text, policy)
-            destination = _extract_first_known_city(destination_text, policy)
+            origin = extract_first_known_city_from_text(origin_text, policy)
+            destination = extract_first_known_city_from_text(destination_text, policy)
            if origin and destination and origin != destination:
                return origin, destination
    return None
@@ -154,91 +161,11 @@ def _is_long_distance_context(
    )


-def _extract_context_cities(
-    context: dict[str, Any],
-    policy: RuntimeTravelPolicy,
-) -> list[str]:
-    document_info = context.get("document_info") or {}
-    item = context.get("item")
-    parts = [
-        str(context.get("ocr_summary") or ""),
-        str(context.get("ocr_text") or ""),
-        str(getattr(item, "item_location", "") or ""),
-        str(getattr(item, "item_reason", "") or ""),
-    ]
-    for field in list(document_info.get("fields") or []):
-        if isinstance(field, dict):
-            parts.append(str(field.get("value") or ""))
-    return _extract_known_cities_from_text(" ".join(parts), policy)
-
-
-def _extract_known_cities_from_text(text: str, policy: RuntimeTravelPolicy) -> list[str]:
-    normalized = str(text or "").strip()
-    if not normalized:
-        return []
-    cities: list[str] = []
-    for city in sorted(policy.city_tiers.keys(), key=lambda item: len(item), reverse=True):
-        if city in normalized and city not in cities:
-            cities.append(city)
-    return cities
-
-
-def _extract_first_known_city(text: str, policy: RuntimeTravelPolicy) -> str:
-    cities = _extract_known_cities_from_text(text, policy)
-    return cities[0] if cities else ""
-
-
-def _resolve_document_field_value(
-    document_info: dict[str, Any],
-    *,
-    keys: set[str],
-    labels: set[str],
-) -> str:
-    normalized_keys = {key.replace("_", "").lower() for key in keys}
-    for field in list(document_info.get("fields") or []):
-        if not isinstance(field, dict):
-            continue
-        field_key = str(field.get("key") or "").strip().lower().replace("_", "")
-        label = str(field.get("label") or "").replace(" ", "")
-        value = str(field.get("value") or "").strip()
-        if not value:
-            continue
-        if field_key in normalized_keys or any(token in label for token in labels):
-            return value
-    return ""
-
-
 def _route_segment_item_ids(segments: list[dict[str, Any]]) -> list[str]:
-    item_ids: list[str] = []
-    seen: set[str] = set()
-    for segment in list(segments or []):
-        item = segment.get("item") if isinstance(segment, dict) else None
-        item_id = str(getattr(item, "id", "") or "").strip()
-        if item_id and item_id not in seen:
-            seen.add(item_id)
-            item_ids.append(item_id)
-    return item_ids
-
-
-def _context_item_ids(contexts: list[dict[str, Any]]) -> list[str]:
-    item_ids: list[str] = []
-    seen: set[str] = set()
-    for context in list(contexts or []):
-        item = context.get("item") if isinstance(context, dict) else None
-        item_id = str(getattr(item, "id", "") or "").strip()
-        if item_id and item_id not in seen:
-            seen.add(item_id)
-            item_ids.append(item_id)
-    return item_ids
-
-
-def _unique_text_values(values: list[str]) -> list[str]:
-    normalized_values: list[str] = []
-    seen: set[str] = set()
-    for value in list(values or []):
-        normalized = str(value or "").strip()
-        if not normalized or normalized in seen:
-            continue
-        seen.add(normalized)
-        normalized_values.append(normalized)
-    return normalized_values
+    return collect_context_item_ids(
+        [
+            {"item": segment.get("item")}
+            for segment in list(segments or [])
+            if isinstance(segment, dict)
+        ]
+    )
--- a/server/src/app/services/steward_planner.py
+++ b/server/src/app/services/steward_planner.py
--- a/server/src/app/services/steward_planner_extraction.py
+++ b/server/src/app/services/steward_planner_extraction.py
@@ -0,0 +1,578 @@
+from __future__ import annotations
+
+import re
+from datetime import UTC, date, datetime
+from typing import Any
+
+from app.schemas.steward import (
+    StewardAttachmentGroup,
+    StewardAttachmentInput,
+    StewardConfirmationAction,
+    StewardPlanRequest,
+    StewardTask,
+    StewardThinkingEvent,
+)
+from app.services.application_fact_resolver import ApplicationFactResolver
+from app.services.ontology_field_registry import normalize_ontology_form_values
+from app.services.steward_constants import BUSINESS_CANONICAL_FIELDS
+from app.services.steward_planner_shared import (
+    BUSINESS_FIELD_LABELS,
+    CITY_NAMES,
+    EXPENSE_TYPE_LABELS,
+    PlannedTaskDraft,
+    REIMBURSEMENT_PATTERN,
+    TRANSPORT_MODE_LABELS,
+)
+
+
+class StewardPlannerExtractionMixin:
+    def _has_multiple_financial_demands(self, message: str) -> bool:
+        task_drafts = self._extract_task_drafts(message)
+        if len(task_drafts) > 1:
+            return True
+
+        compact = re.sub(r"\s+", "", message)
+        if not compact:
+            return False
+
+        application_signal = self._looks_like_application(compact) or self._looks_like_future_travel_application(compact)
+        reimbursement_signal = self._find_first_reimbursement_index(compact) >= 0
+        if application_signal and reimbursement_signal:
+            return True
+
+        connector_signal = re.search(r"并且|同时|另外|还有|还要|以及|再", compact)
+        repeated_reimbursement_signal = len(list(REIMBURSEMENT_PATTERN.finditer(compact))) > 1
+        return bool(connector_signal and repeated_reimbursement_signal)
+
+    @staticmethod
+    def _find_first_reimbursement_index(message: str) -> int:
+        candidates = [message.find(item) for item in ("我要报销", "还需要报销", "需要报销", "报销")]
+        positives = [item for item in candidates if item >= 0]
+        return min(positives) if positives else -1
+
+    @staticmethod
+    def _looks_like_application(text: str) -> bool:
+        compact = re.sub(r"\s+", "", text)
+        return bool(compact) and "申请" in compact and bool(re.search(r"出差|差旅|费用|交通|住宿|采购|会务|会议", compact))
+
+    @staticmethod
+    def _looks_like_future_travel_application(text: str) -> bool:
+        compact = re.sub(r"\s+", "", text)
+        if not compact or "报销" in compact:
+            return False
+        business_signal = re.search(
+            r"出差|差旅|客户现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收",
+            compact,
+        )
+        route_signal = re.search(
+            fr"(?:去|到|赴|前往)({'|'.join(CITY_NAMES)})",
+            compact,
+        )
+        time_signal = re.search(
+            r"明天|后天|下周|下月|近期|月底|\d{1,2}月\d{1,2}(?:日|号)?|"
+            r"\d{4}[-/年]\d{1,2}[-/月]\d{1,2}(?:日)?|[0-9一二两三四五六七八九十]+天",
+            compact,
+        )
+        planned_route_signal = re.search(
+            r"(?:去|到|赴|前往).{0,24}(?:出差|差旅|客户|现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收)|"
+            r"(?:出差|差旅).{0,24}(?:[0-9一二两三四五六七八九十]+天|客户|现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收)",
+            compact,
+        )
+        return bool((business_signal or route_signal) and (time_signal or planned_route_signal))
+
+    def _looks_like_ambiguous_travel_flow(
+        self,
+        text: str,
+        base_date: date,
+        request: StewardPlanRequest,
+    ) -> bool:
+        compact = re.sub(r"\s+", "", text)
+        if not compact or request.attachments:
+            return False
+        if re.search(r"申请|报销|草稿|提交|审批|保存|发起|创建", compact):
+            return False
+        if not re.search(r"出差|差旅|客户现场|项目|部署|实施|支撑|支持|协助|拜访|调研|培训|会议|驻场|上线|验收", compact):
+            return False
+        if not self._extract_time_range(compact, base_date):
+            return False
+        if not self._extract_location(compact):
+            return False
+        return not self._is_future_or_current_time_range(compact, base_date)
+
+    def _is_future_or_current_time_range(self, segment: str, base_date: date) -> bool:
+        normalized = self._extract_time_range(segment, base_date)
+        if not normalized:
+            return False
+        try:
+            parsed = date.fromisoformat(normalized)
+        except ValueError:
+            return False
+        return parsed >= base_date
+
+    def _build_task(
+        self,
+        draft: PlannedTaskDraft,
+        base_date: date,
+        request: StewardPlanRequest,
+    ) -> StewardTask:
+        fields = self._extract_ontology_fields(draft.segment, draft.task_type, base_date, request)
+        missing_fields = self._resolve_missing_fields(draft.task_type, fields)
+        task_id = f"task_{'app' if draft.task_type == 'expense_application' else 'reim'}_{draft.index:03d}"
+        assigned_agent = (
+            "application_assistant"
+            if draft.task_type == "expense_application"
+            else "reimbursement_assistant"
+        )
+        title_prefix = "费用申请" if draft.task_type == "expense_application" else "费用报销"
+        title = self._build_task_title(title_prefix, fields, draft.index)
+        return StewardTask(
+            task_id=task_id,
+            task_type=draft.task_type,  # type: ignore[arg-type]
+            assigned_agent=assigned_agent,  # type: ignore[arg-type]
+            title=title,
+            summary=self._build_task_summary(draft.segment, fields),
+            status="needs_confirmation",
+            confidence=self._resolve_task_confidence(draft.segment, fields, draft.task_type),
+            ontology_fields=fields,
+            missing_fields=missing_fields,
+            confirmation_required=True,
+        )
+
+    def _build_fallback_task(
+        self,
+        message: str,
+        base_date: date,
+        request: StewardPlanRequest,
+    ) -> StewardTask:
+        task_type = "reimbursement" if "报销" in message or request.attachments else "expense_application"
+        draft = PlannedTaskDraft(task_type=task_type, segment=message, index=1)
+        task = self._build_task(draft, base_date, request)
+        return task.model_copy(update={"confidence": min(task.confidence, 0.58)})
+
+    def _extract_ontology_fields(
+        self,
+        segment: str,
+        task_type: str,
+        base_date: date,
+        request: StewardPlanRequest,
+    ) -> dict[str, str]:
+        normalized_context = normalize_ontology_form_values(request.context_json.get("review_form_values"))
+        fields: dict[str, str] = {
+            key: value
+            for key, value in normalized_context.items()
+            if key in BUSINESS_CANONICAL_FIELDS and str(value or "").strip()
+        }
+        expense_type = self._infer_expense_type(segment, task_type)
+        if expense_type and not fields.get("expense_type"):
+            fields["expense_type"] = expense_type
+        time_range = self._extract_time_range(segment, base_date)
+        if time_range and not fields.get("time_range"):
+            fields["time_range"] = time_range
+        location = self._extract_location(segment)
+        if location and not fields.get("location"):
+            fields["location"] = location
+        reason = self._extract_reason(segment, task_type)
+        if reason and not fields.get("reason"):
+            fields["reason"] = reason
+        transport_mode = self._extract_transport_mode(segment)
+        if transport_mode and not fields.get("transport_mode"):
+            fields["transport_mode"] = transport_mode
+        if request.attachments:
+            fields["attachments"] = "、".join(item.name for item in request.attachments if item.name)
+
+        return {key: value for key, value in fields.items() if key in BUSINESS_CANONICAL_FIELDS and value}
+
+    @staticmethod
+    def _infer_expense_type(segment: str, task_type: str) -> str:
+        return ApplicationFactResolver.infer_expense_type(segment, task_type)
+
+    def _extract_time_range(self, segment: str, base_date: date) -> str:
+        return ApplicationFactResolver.extract_time_range(segment, base_date)
+
+    @staticmethod
+    def _safe_date(year: int, month: int, day: int) -> str:
+        return ApplicationFactResolver.safe_date(year, month, day)
+
+    @staticmethod
+    def _extract_location(segment: str) -> str:
+        return ApplicationFactResolver.extract_location(segment)
+
+    @staticmethod
+    def _extract_reason(segment: str, task_type: str) -> str:
+        return ApplicationFactResolver.extract_reason(segment, task_type)
+
+    @staticmethod
+    def _extract_transport_mode(segment: str) -> str:
+        return ApplicationFactResolver.extract_transport_mode(segment)
+
+    @staticmethod
+    def _resolve_missing_fields(task_type: str, fields: dict[str, str]) -> list[str]:
+        required = ["expense_type", "time_range", "reason"]
+        if task_type == "expense_application":
+            required.append("location")
+            if fields.get("expense_type") in {"travel", "transport"}:
+                required.append("transport_mode")
+        return [key for key in required if not str(fields.get(key) or "").strip()]
+
+    @staticmethod
+    def _resolve_task_confidence(segment: str, fields: dict[str, str], task_type: str) -> float:
+        compact = re.sub(r"\s+", "", segment)
+        if task_type == "expense_application":
+            intent_score = 1.0 if (
+                "申请" in compact or StewardPlannerExtractionMixin._looks_like_future_travel_application(compact)
+            ) else 0.45
+        else:
+            intent_score = 1.0 if "报销" in compact else 0.45
+        time_score = 1.0 if fields.get("time_range") else 0.0
+        location_score = 1.0 if fields.get("location") else 0.2
+        scene_score = 1.0 if fields.get("expense_type") and fields["expense_type"] != "other" else 0.35
+        confidence = min(1.0, 0.35 * intent_score + 0.25 * time_score + 0.2 * location_score + 0.2 * scene_score)
+        return round(max(0.45, confidence), 2)
+
+    def _build_attachment_groups(
+        self,
+        attachments: list[StewardAttachmentInput],
+        tasks: list[StewardTask],
+    ) -> list[StewardAttachmentGroup]:
+        if not attachments:
+            return []
+
+        classified = [(item, self._classify_attachment(item)) for item in attachments if item.name]
+        travel_related = [item.name for item, scene in classified if scene in {"travel", "transport"}]
+        excluded = [item.name for item, scene in classified if scene not in {"travel", "transport"}]
+        target_task = self._resolve_attachment_target_task(tasks)
+
+        groups: list[StewardAttachmentGroup] = []
+        if travel_related:
+            confidence = 0.72 + min(0.18, len(travel_related) * 0.04)
+            groups.append(
+                StewardAttachmentGroup(
+                    group_id="ag_travel_001",
+                    target_task_id=target_task.task_id if target_task else None,
+                    scene="travel",
+                    scene_label="差旅相关费用",
+                    attachment_names=travel_related,
+                    excluded_attachment_names=excluded,
+                    confidence=round(confidence, 2),
+                    rationale="附件名称或 OCR 摘要中包含差旅、交通、住宿、火车、机票等线索。",
+                    confirmation_required=True,
+                )
+            )
+        elif excluded:
+            groups.append(
+                StewardAttachmentGroup(
+                    group_id="ag_other_001",
+                    target_task_id=None,
+                    scene="other",
+                    scene_label="待人工确认费用",
+                    attachment_names=excluded,
+                    excluded_attachment_names=[],
+                    confidence=0.5,
+                    rationale="当前附件缺少可稳定归属到申请或报销任务的差旅线索。",
+                    confirmation_required=True,
+                )
+            )
+        return groups
+
+    @staticmethod
+    def _resolve_attachment_target_task(tasks: list[StewardTask]) -> StewardTask | None:
+        reimbursement_tasks = [item for item in tasks if item.task_type == "reimbursement"]
+        for task in reimbursement_tasks:
+            if task.ontology_fields.get("expense_type") == "travel":
+                return task
+        return reimbursement_tasks[0] if reimbursement_tasks else None
+
+    @staticmethod
+    def _classify_attachment(attachment: StewardAttachmentInput) -> str:
+        text = " ".join(
+            [
+                attachment.name,
+                attachment.media_type,
+                attachment.ocr_summary,
+                " ".join(f"{key}:{value}" for key, value in attachment.ocr_fields.items()),
+            ]
+        )
+        compact = re.sub(r"\s+", "", text).lower()
+        if re.search(r"招待|接待|餐饮|宴请|客户|meal|entertainment", compact):
+            return "entertainment"
+        if re.search(r"酒店|住宿|差旅|出差|高铁|火车|动车|机票|航班|train|flight|hotel|travel", compact):
+            return "travel"
+        if re.search(r"出租车|的士|网约车|打车|交通|taxi|transport", compact):
+            return "transport"
+        return "other"
+
+    def _build_confirmation_actions(
+        self,
+        tasks: list[StewardTask],
+        attachment_groups: list[StewardAttachmentGroup],
+    ) -> list[StewardConfirmationAction]:
+        actions: list[StewardConfirmationAction] = []
+        for task in tasks:
+            if task.task_type == "expense_application":
+                action_type = "confirm_create_application"
+                label = "确认创建申请单"
+            else:
+                action_type = "confirm_create_reimbursement_draft"
+                label = "确认创建报销草稿"
+            actions.append(
+                StewardConfirmationAction(
+                    confirmation_id=f"confirm_{task.task_id}",
+                    action_type=action_type,
+                    label=label,
+                    description=f"确认后把“{task.title}”交给{self._agent_label(task.assigned_agent)}继续核对。",
+                    target_task_id=task.task_id,
+                    payload={
+                        "task_id": task.task_id,
+                        "task_type": task.task_type,
+                        "assigned_agent": task.assigned_agent,
+                        "ontology_fields": task.ontology_fields,
+                    },
+                )
+            )
+
+        for group in attachment_groups:
+            actions.append(
+                StewardConfirmationAction(
+                    confirmation_id=f"confirm_{group.group_id}",
+                    action_type="confirm_attachment_group",
+                    label="确认附件归集",
+                    description=f"确认后将 {len(group.attachment_names)} 份附件按“{group.scene_label}”归集。",
+                    target_task_id=group.target_task_id,
+                    attachment_group_id=group.group_id,
+                    payload={
+                        "attachment_group_id": group.group_id,
+                        "target_task_id": group.target_task_id,
+                        "attachment_names": group.attachment_names,
+                        "excluded_attachment_names": group.excluded_attachment_names,
+                    },
+                )
+            )
+        return actions
+
+    @staticmethod
+    def _agent_label(assigned_agent: str) -> str:
+        return "申请助手" if assigned_agent == "application_assistant" else "报销助手"
+
+    def _build_thinking_events(
+        self,
+        tasks: list[StewardTask],
+        attachment_groups: list[StewardAttachmentGroup],
+        attachments: list[StewardAttachmentInput],
+    ) -> list[StewardThinkingEvent]:
+        application_count = sum(1 for item in tasks if item.task_type == "expense_application")
+        reimbursement_count = sum(1 for item in tasks if item.task_type == "reimbursement")
+        task_intent_summary = self._summarize_task_intents(tasks)
+        ontology_summary = self._summarize_ontology_coverage(tasks)
+        delegation_summary = self._summarize_delegation_targets(tasks)
+        events = [
+            StewardThinkingEvent(
+                event_id="intent_agent_entry",
+                stage="intent_agent",
+                title="意图识别智能体接管",
+                content=(
+                    f"检测到复合财务话术，当前不是单一助手会话；"
+                    f"已进入小财管家编排模式，候选任务共 {len(tasks)} 个。"
+                ),
+            ),
+            StewardThinkingEvent(
+                event_id="intent_task_split",
+                stage="task_split",
+                title=f"拆分申请 {application_count} 个、报销 {reimbursement_count} 个",
+                content=task_intent_summary,
+            ),
+            StewardThinkingEvent(
+                event_id="intent_ontology_mapping",
+                stage="ontology_mapping",
+                title="核对业务要素",
+                content=ontology_summary,
+            ),
+        ]
+        gap_event = self._build_business_gap_thinking_event(tasks)
+        if gap_event:
+            events.append(gap_event)
+        if attachments:
+            events.append(
+                StewardThinkingEvent(
+                    event_id="intent_attachment_correlation",
+                    stage="attachment_correlation",
+                    title="关联附件与任务线索",
+                    content=self._summarize_attachment_correlation(attachment_groups, len(attachments)),
+                )
+            )
+        events.append(
+            StewardThinkingEvent(
+                event_id="intent_delegation_gate",
+                stage="delegation_gate",
+                title="生成确认点并准备分派",
+                content=f"{delegation_summary} 创建单据、生成草稿、绑定附件和提交审批都会等待用户确认。",
+            )
+        )
+        return events
+
+    @staticmethod
+    def _summarize_task_intents(tasks: list[StewardTask]) -> str:
+        if not tasks:
+            return "当前输入尚未形成稳定任务，先保留为待确认财务事项。"
+        parts = []
+        for task in tasks:
+            task_label = "申请" if task.task_type == "expense_application" else "报销"
+            fields = task.ontology_fields
+            anchors = []
+            if fields.get("time_range"):
+                anchors.append(fields["time_range"])
+            if fields.get("location"):
+                anchors.append(fields["location"])
+            if fields.get("expense_type"):
+                anchors.append(StewardPlannerExtractionMixin._format_business_field_value("expense_type", fields["expense_type"]))
+            anchor_text = "、".join(anchors) if anchors else "待补充关键字段"
+            parts.append(f"{task_label}：{task.title}（{anchor_text}）")
+        return "；".join(parts)
+
+    @staticmethod
+    def _summarize_ontology_coverage(tasks: list[StewardTask]) -> str:
+        mapped_labels = []
+        missing_labels = []
+        for task in tasks:
+            mapped_labels.extend(StewardPlannerExtractionMixin._business_field_label(key) for key in task.ontology_fields.keys())
+            missing_labels.extend(StewardPlannerExtractionMixin._business_field_label(key) for key in task.missing_fields)
+        mapped = "、".join(dict.fromkeys(label for label in mapped_labels if label)) or "暂无稳定业务要素"
+        missing = "；还缺少：" + "、".join(dict.fromkeys(label for label in missing_labels if label)) if missing_labels else ""
+        return f"已把用户输入归一为业务要素：{mapped}{missing}。后续执行仍会先让用户确认。"
+
+    @staticmethod
+    def _build_business_gap_thinking_event(tasks: list[StewardTask]) -> StewardThinkingEvent | None:
+        gap_lines = []
+        for task in tasks:
+            if not task.missing_fields:
+                continue
+            missing_labels = [
+                StewardPlannerExtractionMixin._business_field_label(key)
+                for key in task.missing_fields
+                if key
+            ]
+            if not missing_labels:
+                continue
+            if task.task_type == "expense_application" and "transport_mode" in task.missing_fields:
+                gap_lines.append(
+                    (
+                        f"{task.title}已识别到{StewardPlannerExtractionMixin._summarize_known_business_points(task)}，"
+                        "但用户没有说明出行方式；出行方式会影响交通费用测算，进入申请单核对后需要先追问火车、飞机或轮船。"
+                    )
+                )
+            else:
+                gap_lines.append(
+                    (
+                        f"{task.title}还缺少{'、'.join(dict.fromkeys(missing_labels))}，"
+                        "需要在对应步骤里继续向用户确认，不能直接执行入库或提交。"
+                    )
+                )
+        if not gap_lines:
+            return None
+        return StewardThinkingEvent(
+            event_id="intent_business_gap_check",
+            stage="business_gap_check",
+            title="判断待补充信息",
+            content="；".join(gap_lines),
+        )
+
+    @staticmethod
+    def _summarize_known_business_points(task: StewardTask) -> str:
+        parts = []
+        for key in ("time_range", "location", "reason", "expense_type"):
+            value = str(task.ontology_fields.get(key) or "").strip()
+            if value:
+                parts.append(
+                    f"{StewardPlannerExtractionMixin._business_field_label(key)}为"
+                    f"{StewardPlannerExtractionMixin._format_business_field_value(key, value)}"
+                )
+        return "、".join(parts) or "部分业务要素"
+
+    @staticmethod
+    def _business_field_label(key: str) -> str:
+        return BUSINESS_FIELD_LABELS.get(str(key or "").strip(), str(key or "").strip())
+
+    @staticmethod
+    def _format_business_field_value(key: str, value: str) -> str:
+        cleaned = str(value or "").strip()
+        if key == "expense_type":
+            return EXPENSE_TYPE_LABELS.get(cleaned, cleaned)
+        if key == "transport_mode":
+            return TRANSPORT_MODE_LABELS.get(cleaned, cleaned)
+        return cleaned
+
+    @staticmethod
+    def _summarize_attachment_correlation(
+        attachment_groups: list[StewardAttachmentGroup],
+        total_attachment_count: int,
+    ) -> str:
+        grouped_names = []
+        excluded_names = []
+        for group in attachment_groups:
+            grouped_names.extend(group.attachment_names)
+            excluded_names.extend(group.excluded_attachment_names)
+        grouped_text = "、".join(grouped_names) if grouped_names else "暂无可稳定归集附件"
+        excluded_text = "；排除或单独确认：" + "、".join(excluded_names) if excluded_names else ""
+        return f"已核对 {total_attachment_count} 份附件，建议归集：{grouped_text}{excluded_text}。"
+
+    @staticmethod
+    def _summarize_delegation_targets(tasks: list[StewardTask]) -> str:
+        application_count = sum(1 for item in tasks if item.assigned_agent == "application_assistant")
+        reimbursement_count = sum(1 for item in tasks if item.assigned_agent == "reimbursement_assistant")
+        parts = []
+        if application_count:
+            parts.append(f"{application_count} 个申请任务交给申请助手")
+        if reimbursement_count:
+            parts.append(f"{reimbursement_count} 个报销任务交给报销助手")
+        return "；".join(parts) + "。" if parts else "尚无可分派任务。"
+
+    @staticmethod
+    def _build_summary(tasks: list[StewardTask], attachment_groups: list[StewardAttachmentGroup]) -> str:
+        parts = [f"我识别到 {len(tasks)} 个待处理任务"]
+        if attachment_groups:
+            grouped = sum(len(item.attachment_names) for item in attachment_groups)
+            parts.append(f"并形成 {grouped} 份附件的归集建议")
+        parts.append("，请确认后我再分派给对应助手执行。")
+        return "".join(parts)
+
+    @staticmethod
+    def _build_task_title(prefix: str, fields: dict[str, str], index: int) -> str:
+        location = fields.get("location", "")
+        time_range = fields.get("time_range", "")
+        expense_type = fields.get("expense_type", "")
+        subject = location or {"travel": "差旅", "transport": "交通", "entertainment": "招待"}.get(expense_type, "")
+        if subject and time_range:
+            return f"{prefix} {time_range} {subject}"
+        if subject:
+            return f"{prefix} {subject}"
+        return f"{prefix} {index}"
+
+    @staticmethod
+    def _build_task_summary(segment: str, fields: dict[str, str]) -> str:
+        field_parts = []
+        for key, label in (
+            ("time_range", "时间"),
+            ("location", "地点"),
+            ("expense_type", "费用类型"),
+            ("reason", "事由"),
+            ("transport_mode", "交通方式"),
+        ):
+            value = fields.get(key)
+            if value:
+                field_parts.append(f"{label}：{value}")
+        return "；".join(field_parts) or segment
+
+    @staticmethod
+    def _resolve_base_date(client_now_iso: str | None, context_json: dict[str, Any]) -> date:
+        raw_value = client_now_iso or str(context_json.get("client_now_iso") or "").strip()
+        if raw_value:
+            try:
+                parsed = datetime.fromisoformat(raw_value.replace("Z", "+00:00"))
+                return parsed.date()
+            except ValueError:
+                pass
+        return datetime.now(UTC).date()
+
+    @staticmethod
+    def _clean_text(value: Any) -> str:
+        return re.sub(r"\s+", " ", str(value or "")).strip()
+
--- a/server/src/app/services/steward_planner_fallback.py
+++ b/server/src/app/services/steward_planner_fallback.py
@@ -0,0 +1,438 @@
+from __future__ import annotations
+
+import re
+import uuid
+from datetime import date
+from typing import Any
+
+from app.schemas.steward import (
+    StewardCandidateFlow,
+    StewardConfirmationAction,
+    StewardPendingFlowConfirmation,
+    StewardPlanRequest,
+    StewardPlanResponse,
+    StewardTask,
+    StewardThinkingEvent,
+)
+from app.services.steward_planner_shared import (
+    APPLICATION_SPLIT_PATTERN,
+    BUSINESS_FIELD_LABELS,
+    PlannedTaskDraft,
+    REIMBURSEMENT_PATTERN,
+    STEWARD_BUSINESS_SIGNAL_KEYWORDS,
+    STEWARD_GREETING_KEYWORDS,
+    STEWARD_OFF_TOPIC_SCENARIO_GREETING,
+    STEWARD_OFF_TOPIC_SCENARIO_MEANINGLESS,
+    STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS,
+)
+
+
+class StewardPlannerFallbackMixin:
+    def _should_use_model_intent_recognition(
+        self,
+        message: str,
+        base_date: date,
+        request: StewardPlanRequest,
+    ) -> bool:
+        if self._looks_like_ambiguous_travel_flow(message, base_date, request):
+            return False
+        return self._has_multiple_financial_demands(message)
+
+    @staticmethod
+    def _is_business_irrelevant_input(message: str, request: StewardPlanRequest) -> bool:
+        """判断输入是否与小财管家支持的财务事项完全无关（向后兼容包装）。
+
+        判定规则：消息去除所有空白后不含任何业务信号关键词，且没有上传附件。
+        实际判定逻辑由 _classify_irrelevant_input 负责，命中任何场景即视为业务无关。
+        """
+        return StewardPlannerFallbackMixin._classify_irrelevant_input(message, request) is not None
+
+    @staticmethod
+    def _classify_irrelevant_input(message: str, request: StewardPlanRequest) -> str | None:
+        """把业务无关输入细分为三个场景，便于给出更贴切的引导。
+
+        返回值：
+        - "greeting"：礼貌问候（"你好"等），无业务关键词
+        - "meaningless"：完全无意义内容（纯数字、纯标点、单字符重复、纯字母数字乱码）
+        - "off_business"：有意义但与财务无关（问天气、聊生活等）
+        - None：消息与业务相关，无需走 off_topic 路径
+        """
+        if request.attachments:
+            return None
+        compact = re.sub(r"\s+", "", message)
+        if not compact:
+            return None
+        if any(keyword in compact for keyword in STEWARD_BUSINESS_SIGNAL_KEYWORDS):
+            return None
+
+        if StewardPlannerFallbackMixin._looks_like_greeting(compact):
+            return STEWARD_OFF_TOPIC_SCENARIO_GREETING
+        if StewardPlannerFallbackMixin._looks_like_meaningless(compact):
+            return STEWARD_OFF_TOPIC_SCENARIO_MEANINGLESS
+        return STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS
+
+    @staticmethod
+    def _looks_like_greeting(compact_message: str) -> bool:
+        """判断消息是否只是礼貌问候（无其他有意义内容）。"""
+        normalized = compact_message.lower()
+        for keyword in STEWARD_GREETING_KEYWORDS:
+            if normalized == keyword.lower() or normalized.startswith(keyword.lower()):
+                # 整句只是问候词（允许少量标点）
+                tail = normalized[len(keyword.lower()):]
+                if not tail or re.fullmatch(r"[！!。.？?,，~\s]+", tail):
+                    return True
+        return False
+
+    @staticmethod
+    def _looks_like_meaningless(compact_message: str) -> bool:
+        """判断消息是否完全没有语义价值（纯数字、纯标点、单字符重复等）。"""
+        if re.fullmatch(r"\d+", compact_message):
+            return True
+        # 纯标点
+        if re.fullmatch(r"[\W_]+", compact_message):
+            return True
+        # 单字符重复（例如 "啊啊啊啊啊"）
+        if len(compact_message) >= 2 and len(set(compact_message)) == 1:
+            return True
+        # 短字母数字组合但没有任何业务意义，例如 "abc"、"test123"
+        # 注意：必须排除已经被关键词命中的情况（前面的判定已保证不命中关键词）
+        if re.fullmatch(r"[a-zA-Z0-9]+", compact_message) and len(compact_message) <= 12:
+            return True
+        return False
+
+    def _build_off_topic_plan(
+        self,
+        request: StewardPlanRequest,
+        *,
+        scenario: str,
+    ) -> StewardPlanResponse:
+        """业务无关输入的兜底计划：根据场景给出对应引导，off_business 场景可由 LLM 增强。"""
+        base_summary = self._default_off_topic_summary(scenario)
+        thinking_event = self._build_off_topic_thinking_event(scenario)
+        suggested_prompts = self._off_topic_suggested_prompts(scenario)
+        model_call_traces: list[dict[str, Any]] = []
+
+        # 仅对 off_business 场景尝试让 LLM 生成多样化引导；问候/无意义场景用规则模板即可。
+        if (
+            scenario == STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS
+            and self.off_topic_agent is not None
+        ):
+            try:
+                llm_result = self.off_topic_agent.generate(request, scenario=scenario)
+                if llm_result is not None and llm_result.response_text:
+                    base_summary = llm_result.response_text
+                    model_call_traces = llm_result.model_call_traces
+            except Exception:
+                # 失败时静默回退到规则模板
+                pass
+
+        return StewardPlanResponse(
+            plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
+            plan_status="off_topic",
+            planning_source="rule_fallback",
+            next_action="none",
+            summary=base_summary,
+            thinking_events=[thinking_event],
+            tasks=[],
+            attachment_groups=[],
+            confirmation_groups=[],
+            candidate_flows=[],
+            suggested_prompts=suggested_prompts,
+            model_call_traces=model_call_traces,
+        )
+
+    @staticmethod
+    def _default_off_topic_summary(scenario: str) -> str:
+        """off_topic 场景的默认引导文案；LLM 不可用时使用。"""
+        if scenario == STEWARD_OFF_TOPIC_SCENARIO_GREETING:
+            return (
+                "### 您好主人，很高兴为您服务\n\n"
+                "请问您今天要办理什么业务？目前小财管家能帮您整理"
+                "**费用申请**和**费用报销**这两类事项。\n\n"
+                "要不您换种说法告诉我："
+            )
+        if scenario == STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS:
+            return (
+                "### 抱歉主人，这句话我暂时帮不上忙\n\n"
+                "我看了您刚才说的这句话，里面聊的不是财务事项。"
+                "小财管家目前只能帮您整理**费用申请**和**费用报销**这两类业务。\n\n"
+                "要不您换种说法告诉我："
+            )
+        # meaningless
+        return (
+            "### 这句话我暂时没识别到财务事项\n\n"
+            "很抱歉主人，目前小财管家只能帮您整理**费用申请**和**费用报销**这两类事项。\n\n"
+            "要不您换种说法告诉我："
+        )
+
+    @staticmethod
+    def _build_off_topic_thinking_event(scenario: str) -> StewardThinkingEvent:
+        """off_topic 场景下向用户展示的思考过程摘要。"""
+        if scenario == STEWARD_OFF_TOPIC_SCENARIO_GREETING:
+            return StewardThinkingEvent(
+                event_id="intent_agent_off_topic_greeting",
+                stage="off_topic",
+                title="先回应主人的问候",
+                content="主人向我打了个招呼，我先礼貌回应一下，再引导他/她说出具体想办什么业务。",
+            )
+        if scenario == STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS:
+            return StewardThinkingEvent(
+                event_id="intent_agent_off_topic_non_business",
+                stage="off_topic",
+                title="这句话不在服务范围内",
+                content="我看了您刚才说的这句话，里面聊的不是财务事项。小财管家目前只能帮您整理费用申请和费用报销。",
+            )
+        return StewardThinkingEvent(
+            event_id="intent_agent_off_topic_meaningless",
+            stage="off_topic",
+            title="未识别到财务事项",
+            content=(
+                "我仔细看了看您刚才说的这句话，里面好像没有出现"
+                "费用申请、报销、出差、交通、招待这些财务关键词。"
+            ),
+        )
+
+    @staticmethod
+    def _off_topic_suggested_prompts(scenario: str) -> list[str]:
+        """off_topic 场景下展示给用户的推荐话术。"""
+        if scenario == STEWARD_OFF_TOPIC_SCENARIO_GREETING:
+            return [
+                "我想要申请明天去北京出差3天，支撑客户现场实施",
+                "我要报销昨天的交通费",
+                "我上周出差去上海的费用需要报销",
+            ]
+        if scenario == STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS:
+            return [
+                "我想要申请明天去北京出差3天，支撑客户现场实施",
+                "我要报销昨天的交通费",
+                "我需要整理上周出差的发票",
+            ]
+        # meaningless
+        return [
+            "我想要申请明天去北京出差3天，支撑客户现场实施",
+            "我要报销昨天的交通费",
+            "我上周出差去上海的费用需要报销",
+        ]
+
+    def _build_rule_fallback_plan(
+        self,
+        request: StewardPlanRequest,
+        *,
+        base_date: date,
+        model_call_traces: list[dict[str, Any]] | None = None,
+        fallback_reason: str = "",
+    ) -> StewardPlanResponse:
+        message = self._clean_text(request.message)
+        if self._looks_like_ambiguous_travel_flow(message, base_date, request):
+            return self._build_pending_flow_fallback_plan(
+                request,
+                base_date=base_date,
+                model_call_traces=model_call_traces,
+                fallback_reason=fallback_reason,
+            )
+        task_drafts = self._extract_task_drafts(message)
+        tasks = [self._build_task(draft, base_date, request) for draft in task_drafts]
+        if not tasks:
+            tasks = [self._build_fallback_task(message, base_date, request)]
+
+        attachment_groups = self._build_attachment_groups(request.attachments, tasks)
+        confirmation_groups = self._build_confirmation_actions(tasks, attachment_groups)
+        thinking_events = self._build_thinking_events(tasks, attachment_groups, request.attachments)
+        if fallback_reason:
+            thinking_events.insert(
+                0,
+                StewardThinkingEvent(
+                    event_id="intent_agent_rule_fallback",
+                    stage="rule_fallback",
+                    title="意图识别智能体进入兜底模式",
+                    content=fallback_reason,
+                ),
+            )
+        plan_id = f"steward_plan_{uuid.uuid4().hex[:12]}"
+
+        return StewardPlanResponse(
+            plan_id=plan_id,
+            plan_status="needs_confirmation" if confirmation_groups else "ready_to_delegate",
+            planning_source="rule_fallback",
+            next_action="confirm_task" if confirmation_groups else "delegate_task",
+            summary=self._build_summary(tasks, attachment_groups),
+            thinking_events=thinking_events,
+            tasks=tasks,
+            attachment_groups=attachment_groups,
+            confirmation_groups=confirmation_groups,
+            model_call_traces=model_call_traces or [],
+        )
+
+    def _build_pending_flow_fallback_plan(
+        self,
+        request: StewardPlanRequest,
+        *,
+        base_date: date,
+        model_call_traces: list[dict[str, Any]] | None = None,
+        fallback_reason: str = "",
+        planning_source: str = "rule_fallback",
+    ) -> StewardPlanResponse:
+        candidates = self._build_rule_candidate_flows(request, base_date)
+        gate = self._resolve_required_application_gate(request, "travel")
+        pending_reason = self._build_pending_flow_reason(gate)
+        pending = StewardPendingFlowConfirmation(
+            status="pending",
+            source_message=request.message,
+            reason=pending_reason,
+            candidate_flows=candidates,
+        )
+        thinking_events = []
+        if fallback_reason:
+            thinking_events.append(
+                StewardThinkingEvent(
+                    event_id="intent_agent_rule_fallback",
+                    stage="rule_fallback",
+                    title="意图识别智能体进入兜底模式",
+                    content=fallback_reason,
+                )
+            )
+        thinking_events.append(
+            StewardThinkingEvent(
+                event_id="intent_pending_flow_confirmation",
+                stage="flow_confirmation",
+                title="需要确认流程方向",
+                content=pending_reason,
+            )
+        )
+        return StewardPlanResponse(
+            plan_id=f"steward_plan_{uuid.uuid4().hex[:12]}",
+            plan_status="needs_flow_confirmation",
+            planning_source=planning_source,  # type: ignore[arg-type]
+            next_action="confirm_flow",
+            summary=self._build_pending_flow_summary(gate),
+            thinking_events=thinking_events,
+            pending_flow_confirmation=pending,
+            candidate_flows=candidates,
+            model_call_traces=model_call_traces or [],
+        )
+
+    def _build_rule_candidate_flows(
+        self,
+        request: StewardPlanRequest,
+        base_date: date,
+    ) -> list[StewardCandidateFlow]:
+        application_fields = self._extract_ontology_fields(
+            request.message,
+            "expense_application",
+            base_date,
+            request,
+        )
+        reimbursement_fields = self._extract_ontology_fields(
+            request.message,
+            "reimbursement",
+            base_date,
+            request,
+        )
+        gate = self._resolve_required_application_gate(request, "travel")
+        if gate.get("checked") and int(gate.get("candidate_count") or 0) <= 0:
+            return [
+                StewardCandidateFlow(
+                    flow_id="travel_application",
+                    label="先发起出差申请",
+                    confidence=0.86,
+                    reason="已先查询你名下可关联的差旅申请单，暂未查到可关联单据，因此应先申请单据。",
+                    ontology_fields=application_fields,
+                    missing_fields=self._resolve_missing_fields("expense_application", application_fields),
+                )
+            ]
+        reimbursement_label = "发起费用报销"
+        reimbursement_reason = "用户描述的也可能是已发生出差事项，需要进入报销材料整理。"
+        if gate.get("checked"):
+            candidate_count = int(gate.get("candidate_count") or 0)
+            reimbursement_label = "关联已有申请单并发起报销"
+            reimbursement_reason = f"已先查到 {candidate_count} 个可关联申请单，选择后会先请你关联具体单据。"
+        return [
+            StewardCandidateFlow(
+                flow_id="travel_application",
+                label="补办出差申请",
+                confidence=0.52,
+                reason="用户描述了出差时间、地点和事由，但没有明确说要报销。",
+                ontology_fields=application_fields,
+                missing_fields=self._resolve_missing_fields("expense_application", application_fields),
+            ),
+            StewardCandidateFlow(
+                flow_id="travel_reimbursement",
+                label=reimbursement_label,
+                confidence=0.48,
+                reason=reimbursement_reason,
+                ontology_fields=reimbursement_fields,
+                missing_fields=self._resolve_missing_fields("reimbursement", reimbursement_fields),
+            ),
+        ]
+
+    @staticmethod
+    def _resolve_required_application_gate(
+        request: StewardPlanRequest,
+        expense_type: str,
+    ) -> dict[str, Any]:
+        context = request.context_json if isinstance(request.context_json, dict) else {}
+        gates = context.get("required_application_gate")
+        if not isinstance(gates, dict):
+            return {}
+        gate = gates.get(expense_type)
+        if not isinstance(gate, dict) or not gate.get("checked"):
+            return {}
+        try:
+            candidate_count = max(0, int(gate.get("candidate_count") or 0))
+        except (TypeError, ValueError):
+            candidate_count = 0
+        return {
+            **gate,
+            "candidate_count": candidate_count,
+            "checked": True,
+        }
+
+    @staticmethod
+    def _build_pending_flow_reason(gate: dict[str, Any]) -> str:
+        if gate.get("checked") and int(gate.get("candidate_count") or 0) <= 0:
+            return "我已经先查询你名下可关联的差旅申请单，未查到可关联单据，所以当前应先申请单据。"
+        if gate.get("checked"):
+            candidate_count = int(gate.get("candidate_count") or 0)
+            return f"我已经先查询你名下的差旅申请单，查到 {candidate_count} 个可关联申请单，需要你确认是否关联单据后发起报销。"
+        return "当前话术描述了出差事项，但没有明确说明要补办申请还是发起报销。"
+
+    @staticmethod
+    def _build_pending_flow_summary(gate: dict[str, Any]) -> str:
+        if gate.get("checked") and int(gate.get("candidate_count") or 0) <= 0:
+            return "我已先查询可关联申请单，暂未查到可关联单据；这次应先申请单据，再进入后续报销。"
+        if gate.get("checked"):
+            candidate_count = int(gate.get("candidate_count") or 0)
+            return (
+                f"我已先查询可关联申请单，查到 {candidate_count} 个可关联申请单；"
+                "你可以选择关联已有申请单发起报销，或改为补办新的出差申请。"
+            )
+        return (
+            "我识别到这是一次出差事项，但还不能确定你要做的是"
+            "**补办出差申请**还是**发起费用报销**。请先选择一个方向。"
+        )
+
+    def _extract_task_drafts(self, message: str) -> list[PlannedTaskDraft]:
+        drafts: list[PlannedTaskDraft] = []
+        first_reimbursement = self._find_first_reimbursement_index(message)
+        application_source = message[:first_reimbursement] if first_reimbursement >= 0 else message
+        if self._looks_like_application(application_source) or self._looks_like_future_travel_application(application_source):
+            drafts.append(
+                PlannedTaskDraft(
+                    task_type="expense_application",
+                    segment=application_source.strip("，,。；; "),
+                    index=len(drafts) + 1,
+                )
+            )
+
+        for match in REIMBURSEMENT_PATTERN.finditer(message):
+            segment = f"报销{match.group(1)}"
+            drafts.append(
+                PlannedTaskDraft(
+                    task_type="reimbursement",
+                    segment=segment.strip("，,。；; "),
+                    index=len(drafts) + 1,
+                )
+            )
+
+        return drafts
+
--- a/server/src/app/services/steward_planner_shared.py
+++ b/server/src/app/services/steward_planner_shared.py
@@ -0,0 +1,110 @@
+from __future__ import annotations
+
+import re
+from dataclasses import dataclass
+
+CITY_NAMES = (
+    "北京",
+    "上海",
+    "广州",
+    "深圳",
+    "杭州",
+    "南京",
+    "苏州",
+    "成都",
+    "重庆",
+    "天津",
+    "武汉",
+    "西安",
+    "长沙",
+    "郑州",
+    "青岛",
+    "厦门",
+    "福州",
+    "合肥",
+    "济南",
+    "沈阳",
+    "大连",
+    "宁波",
+    "无锡",
+)
+
+# 业务信号关键词：用于判定输入是否与小财管家支持的财务事项相关。
+# 只要清洗后的消息命中其中任意一个关键词，就视为业务相关；否则进入 off_topic 拦截。
+STEWARD_BUSINESS_SIGNAL_KEYWORDS: tuple[str, ...] = (
+    # 动作词
+    "申请", "报销", "草稿", "提交", "审批", "保存", "发起", "创建", "核对", "归集",
+    # 差旅场景
+    "出差", "差旅", "费用", "交通", "住宿", "招待", "酒店", "机票", "航班", "高铁",
+    "动车", "火车", "出租车", "的士", "网约车", "打车", "地铁", "公交", "用餐", "餐饮", "宴请",
+    # 票据/凭证
+    "票据", "发票", "凭证", "行程单", "付款截图", "付款", "小票", "收据",
+    # 业务对象
+    "客户", "项目", "拜访", "会议", "培训", "部署", "实施", "支撑", "支持", "协助",
+    "调研", "驻场", "上线", "验收", "审核",
+    # 时间信号
+    "昨天", "前天", "明天", "后天", "下周", "下月", "近期", "月底", "今天", "上周", "上月",
+    # 金额/数量（"天"用于"出差3天"等表达）
+    "金额", "元", "块", "万", "千", "天",
+    # 复用城市名信号
+    *CITY_NAMES,
+)
+
+
+# 业务无关输入的场景分类
+STEWARD_OFF_TOPIC_SCENARIO_GREETING = "greeting"
+STEWARD_OFF_TOPIC_SCENARIO_MEANINGLESS = "meaningless"
+STEWARD_OFF_TOPIC_SCENARIO_OFF_BUSINESS = "off_business"
+
+
+# 问候词：用于将"你好"等礼貌问候单独归类为 greeting 场景
+STEWARD_GREETING_KEYWORDS: tuple[str, ...] = (
+    "你好", "您好", "hi", "hello", "hey", "嗨", "哈喽",
+    "早上好", "上午好", "中午好", "下午好", "晚上好", "早安", "晚安",
+    "您好呀", "你好呀", "在吗", "在么", "在不在",
+)
+
+APPLICATION_SPLIT_PATTERN = re.compile(r"(?:^|[，,。；;])[^，,。；;]*?(?:申请|出差申请|差旅申请)[^，,。；;]*")
+REIMBURSEMENT_PATTERN = re.compile(r"(?:我要报销|还需要报销|需要报销|报销)([^，,。；;！？?!\n]+)")
+
+BUSINESS_FIELD_LABELS = {
+    "expense_type": "费用类型",
+    "time_range": "时间",
+    "location": "地点",
+    "reason": "事由",
+    "amount": "金额",
+    "transport_mode": "出行方式",
+    "attachments": "附件/凭证",
+    "customer_name": "客户或项目对象",
+    "merchant_name": "商户/开票方",
+    "department_name": "所属部门",
+    "employee_name": "申请人",
+    "employee_no": "员工编号",
+}
+
+EXPENSE_TYPE_LABELS = {
+    "travel": "差旅",
+    "transport": "交通费",
+    "entertainment": "业务招待费",
+    "office": "办公用品",
+    "meeting": "会议费",
+    "training": "培训费",
+    "other": "其他费用",
+}
+
+TRANSPORT_MODE_LABELS = {
+    "train": "火车/高铁",
+    "flight": "飞机",
+    "taxi": "出租车/网约车",
+    "subway": "地铁",
+    "other": "其他交通方式",
+}
+
+
+@dataclass(frozen=True)
+class PlannedTaskDraft:
+    task_type: str
+    segment: str
+    index: int
+
+
--- a/server/src/app/test_helpers/init.py
+++ b/server/src/app/test_helpers/init.py
@@ -0,0 +1 @@
+"""Shared utilities for backend tests."""
--- a/server/src/app/test_helpers/db.py
+++ b/server/src/app/test_helpers/db.py
@@ -0,0 +1,21 @@
+from __future__ import annotations
+
+from sqlalchemy import create_engine
+from sqlalchemy.orm import Session, sessionmaker
+from sqlalchemy.pool import StaticPool
+
+from app.db.base import Base
+
+
+def build_in_memory_session_factory() -> sessionmaker[Session]:
+    engine = create_engine(
+        "sqlite+pysqlite:///:memory:",
+        connect_args={"check_same_thread": False},
+        poolclass=StaticPool,
+    )
+    Base.metadata.create_all(bind=engine)
+    return sessionmaker(bind=engine, autoflush=False, autocommit=False)
+
+
+def build_in_memory_session() -> Session:
+    return build_in_memory_session_factory()()
--- a/server/tests/test_application_fact_resolver.py
+++ b/server/tests/test_application_fact_resolver.py
@@ -0,0 +1,42 @@
+from __future__ import annotations
+
+from datetime import date
+
+from app.services.application_fact_resolver import (
+    ApplicationFactResolver,
+    resolve_application_facts,
+)
+
+
+def test_application_fact_resolver_extracts_travel_application_fields() -> None:
+    facts = resolve_application_facts(
+        "明天去上海出差3天，辅助国网仿生产环境部署，高铁往返",
+        "expense_application",
+        date(2026, 6, 23),
+    )
+
+    assert facts["expense_type"] == "travel"
+    assert facts["time_range"] == "2026-06-24"
+    assert facts["location"] == "上海"
+    assert facts["reason"] == "辅助国网仿生产环境部署，高铁往返"
+    assert facts["transport_mode"] == "train"
+
+
+def test_application_fact_resolver_preserves_reimbursement_transport_semantics() -> None:
+    facts = resolve_application_facts(
+        "报销昨天去北京客户现场沟通产生的出租车费用",
+        "reimbursement",
+        date(2026, 6, 23),
+    )
+
+    assert facts["expense_type"] == "transport"
+    assert facts["time_range"] == "2026-06-22"
+    assert facts["location"] == "北京"
+    assert facts["reason"] == "去北京客户现场沟通产生的出租车费用"
+    assert facts["transport_mode"] == "taxi"
+
+
+def test_application_fact_resolver_keeps_static_wrapper_api() -> None:
+    assert ApplicationFactResolver.infer_expense_type("打车去客户现场", "expense_application") == "travel"
+    assert ApplicationFactResolver.infer_expense_type("打车去客户现场", "reimbursement") == "transport"
+    assert ApplicationFactResolver.extract_time_range("2026-07-01 去深圳", date(2026, 6, 23)) == "2026-07-01"
--- a/server/tests/test_db_test_helpers.py
+++ b/server/tests/test_db_test_helpers.py
@@ -0,0 +1,29 @@
+from __future__ import annotations
+
+from datetime import UTC, datetime
+from decimal import Decimal
+
+from app.models.financial_record import ExpenseClaim
+from app.test_helpers.db import build_in_memory_session
+
+
+def test_build_in_memory_session_creates_isolated_sqlite_schema() -> None:
+    with build_in_memory_session() as db:
+        db.add(
+            ExpenseClaim(
+                claim_no="CLM-HELPER-001",
+                employee_name="张三",
+                department_name="研发部",
+                expense_type="travel",
+                reason="测试共享内存数据库夹具",
+                location="上海",
+                amount=Decimal("10.00"),
+                occurred_at=datetime(2026, 6, 23, tzinfo=UTC),
+                status="draft",
+                approval_stage="待提交",
+                risk_flags_json=[],
+            )
+        )
+        db.commit()
+
+        assert db.query(ExpenseClaim).count() == 1
--- a/server/tests/test_expense_claim_platform_context_tools.py
+++ b/server/tests/test_expense_claim_platform_context_tools.py
@@ -0,0 +1,52 @@
+from __future__ import annotations
+
+from types import SimpleNamespace
+
+from app.services.expense_claim_platform_context_tools import (
+    collect_context_cities,
+    collect_context_item_ids,
+    extract_first_known_city_from_text,
+    unique_text_values,
+)
+from app.services.expense_rule_runtime_models import build_default_expense_rule_catalog
+
+
+def test_unique_text_values_trims_and_preserves_order() -> None:
+    assert unique_text_values([" 上海 ", "", "上海", "北京", None, "北京"]) == [
+        "上海",
+        "北京",
+    ]
+
+
+def test_collect_context_item_ids_skips_empty_and_dedupes() -> None:
+    contexts = [
+        {"item": SimpleNamespace(id="item-1")},
+        {"item": SimpleNamespace(id="item-1")},
+        {"item": SimpleNamespace(id=" item-2 ")},
+        {"item": SimpleNamespace(id="")},
+        {},
+    ]
+
+    assert collect_context_item_ids(contexts) == ["item-1", "item-2"]
+
+
+def test_collect_context_cities_can_include_item_reason() -> None:
+    policy = build_default_expense_rule_catalog().travel_policy
+    assert policy is not None
+    context = {
+        "ocr_summary": "火车票；武汉-上海",
+        "ocr_text": "",
+        "document_info": {
+            "fields": [
+                {"key": "route", "label": "路线", "value": "上海-深圳"},
+            ]
+        },
+        "item": SimpleNamespace(item_location="", item_reason="深圳-上海"),
+    }
+
+    assert set(collect_context_cities(context, policy, include_item_reason=True)) == {
+        "武汉",
+        "上海",
+        "深圳",
+    }
+    assert extract_first_known_city_from_text("预计前往北京客户现场", policy) == "北京"
--- a/server/tests/test_expense_claim_platform_risk_stage.py
+++ b/server/tests/test_expense_claim_platform_risk_stage.py
@@ -5,13 +5,10 @@ from datetime import UTC, date, datetime
 from decimal import Decimal
 from typing import Any

-from sqlalchemy import create_engine
-from sqlalchemy.orm import Session, sessionmaker
-from sqlalchemy.pool import StaticPool
+from sqlalchemy.orm import Session

 from app.api.deps import CurrentUserContext
 from app.core.agent_enums import AgentAssetDomain, AgentAssetStatus, AgentAssetType
-from app.db.base import Base
 from app.models.agent_asset import AgentAsset
 from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
 from app.services.agent_asset_rule_library import AgentAssetRuleLibraryManager
@@ -19,17 +16,10 @@ from app.services.agent_asset_spreadsheet import RISK_RULES_LIBRARY
 from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
 from app.services.expense_claims import ExpenseClaimService
 from app.services.risk_rule_generation_interpreter import COMPOSITE_RULE_TEMPLATE_KEY
+from app.test_helpers.db import build_in_memory_session


-def build_session() -> Session:
-    engine = create_engine(
-        "sqlite+pysqlite:///:memory:",
-        connect_args={"check_same_thread": False},
-        poolclass=StaticPool,
-    )
-    Base.metadata.create_all(bind=engine)
-    session_factory = sessionmaker(bind=engine, autoflush=False, autocommit=False)
-    return session_factory()
+build_session = build_in_memory_session


 def _build_rule_payload(
--- a/web/src/assets/styles/components/ai-sidebar-rail.css
+++ b/web/src/assets/styles/components/ai-sidebar-rail.css
@@ -148,10 +148,10 @@
 .ai-quick-btn {
  min-height: 48px;
  display: grid;
-  grid-template-columns: 28px minmax(0, 1fr);
+  grid-template-columns: 32px minmax(0, 1fr);
  align-items: center;
-  gap: 10px;
-  padding: 0 4px;
+  gap: 12px;
+  padding: 7px 10px;
  color: #111827;
  font-size: 14px;
  font-weight: 780;
@@ -160,13 +160,21 @@
  box-shadow: none;
 }

-.ai-quick-btn i {
-  width: 28px;
-  display: inline-flex;
-  justify-content: center;
+.ai-quick-icon {
+  width: 32px;
+  height: 32px;
+  display: inline-grid;
+  place-items: center;
  color: #536277;
-  font-size: 18px;
-  line-height: 1;
+}
+
+.ai-sidebar-tabler-icon {
+  width: 20px;
+  height: 20px;
+  display: block;
+  overflow: visible;
+  flex: none;
+  stroke-width: 1.85;
 }

 .ai-quick-btn.primary {
@@ -175,17 +183,10 @@
  box-shadow: none;
 }

-.ai-quick-btn.active {
-  color: #173d78;
-  background: rgba(45, 114, 217, 0.055);
-  border-color: rgba(45, 114, 217, 0.12);
-}
-
-.ai-quick-btn.primary i {
+.ai-quick-btn.primary .ai-quick-icon {
  color: var(--ai-rail-amber);
 }

-.ai-nav-btn:hover,
 .ai-recent-item:hover,
 .ai-user-action:hover {
  background: rgba(255, 255, 255, 0.78);
@@ -194,7 +195,10 @@
  transform: translateY(-1px);
 }

-.ai-quick-btn:hover {
+.ai-quick-btn:hover,
+.ai-quick-btn.active,
+.ai-nav-btn:hover,
+.ai-nav-btn.active {
  color: #0f172a;
  background: rgba(15, 23, 42, 0.035);
  border-color: transparent;
@@ -202,11 +206,14 @@
  transform: translateX(2px);
 }

-.ai-quick-btn:hover i {
+.ai-quick-btn:hover .ai-quick-icon,
+.ai-quick-btn.active .ai-quick-icon,
+.ai-nav-btn:hover .ai-nav-icon,
+.ai-nav-btn.active .ai-nav-icon {
  color: var(--ai-rail-accent);
 }

-.ai-quick-btn.primary:hover i {
+.ai-quick-btn.primary:hover .ai-quick-icon {
  color: var(--ai-rail-amber);
 }

@@ -215,10 +222,10 @@
  min-height: 48px;
  height: 48px;
  display: grid;
-  grid-template-columns: 28px minmax(0, 1fr) 28px;
+  grid-template-columns: 32px minmax(0, 1fr) 28px;
  align-items: center;
-  gap: 4px;
-  padding: 0 6px 0 4px;
+  gap: 8px;
+  padding: 0 6px 0 10px;
  border: 1px solid rgba(45, 114, 217, 0.14);
  border-radius: 12px;
  background: rgba(255, 255, 255, 0.7);
@@ -308,41 +315,6 @@
  box-shadow: none;
 }

-.ai-nav-btn::before {
-  content: "";
-  position: absolute;
-  left: 0;
-  width: 3px;
-  height: 22px;
-  border-radius: 999px;
-  background: transparent;
-  transition:
-    background 180ms var(--ease),
-    opacity 180ms var(--ease);
-  opacity: 0;
-}
-
-.ai-nav-btn.active {
-  border-color: rgba(45, 114, 217, 0.13);
-  background:
-    linear-gradient(90deg, rgba(45, 114, 217, 0.095), rgba(255, 255, 255, 0.74)),
-    var(--ai-rail-panel);
-  box-shadow:
-    inset 0 1px 0 rgba(255, 255, 255, 0.78),
-    0 8px 18px rgba(45, 114, 217, 0.045);
-  color: #173d78;
-}
-
-.ai-nav-btn.active::before {
-  background: linear-gradient(180deg, var(--ai-rail-accent), var(--ai-rail-green));
-  opacity: 1;
-}
-
-.ai-nav-btn:not(.active):hover::before {
-  background: rgba(45, 114, 217, 0.36);
-  opacity: 1;
-}
-
 .ai-nav-icon {
  width: 32px;
  height: 32px;
@@ -357,17 +329,9 @@
    box-shadow 180ms var(--ease);
 }

-.ai-nav-btn.active .ai-nav-icon {
-  background:
-    linear-gradient(145deg, rgba(45, 114, 217, 0.12), rgba(255, 255, 255, 0.72)),
-    rgba(255, 255, 255, 0.52);
-  color: var(--ai-rail-accent);
-  box-shadow: inset 0 1px 0 rgba(255, 255, 255, 0.82);
-}
-
-.ai-nav-icon i {
-  font-size: 18px;
-  line-height: 1;
+.ai-nav-icon .ai-sidebar-tabler-icon {
+  width: 19px;
+  height: 19px;
 }

 .ai-nav-copy {
@@ -386,10 +350,6 @@
  white-space: nowrap;
 }

-.ai-nav-btn.active .ai-nav-copy strong {
-  font-weight: 820;
-}
-
 .ai-recent-desc {
  min-width: 0;
  overflow: hidden;
@@ -621,8 +581,7 @@
  box-shadow: none;
 }

-.ai-rail.rail-collapsed .ai-nav-list::before,
-.ai-rail.rail-collapsed .ai-nav-btn::before {
+.ai-rail.rail-collapsed .ai-nav-list::before {
  display: none;
 }

@@ -636,12 +595,6 @@
  padding: 8px;
 }

-.ai-rail.rail-collapsed .ai-nav-btn.active {
-  grid-column: auto;
-  min-height: 44px;
-  grid-template-columns: 1fr;
-}
-
 .ai-rail.rail-collapsed .ai-quick-btn span,
 .ai-rail.rail-collapsed .ai-conversation-search,
 .ai-rail.rail-collapsed .ai-brand-copy,
@@ -653,7 +606,7 @@
  display: none;
 }

-.ai-rail.rail-collapsed .ai-quick-btn i,
+.ai-rail.rail-collapsed .ai-quick-icon,
 .ai-rail.rail-collapsed .ai-brand-logo,
 .ai-rail.rail-collapsed .ai-nav-icon,
 .ai-rail.rail-collapsed .ai-user-avatar {
--- a/web/src/assets/styles/components/top-bar.css
+++ b/web/src/assets/styles/components/top-bar.css
@@ -475,42 +475,30 @@
  top: calc(100% + 12px);
  right: 0;
  z-index: 60;
-  width: 380px;
+  width: 428px;
  max-width: calc(100vw - 24px);
-  max-height: min(520px, calc(100vh - 96px));
+  max-height: min(560px, calc(100vh - 68px));
  display: flex;
  flex-direction: column;
  gap: 0;
  overflow: hidden;
-  border: 1px solid rgba(0, 0, 0, 0.06);
-  border-radius: 12px;
+  border: 1px solid #dbe4ef;
+  border-radius: 10px;
  background: #ffffff;
  box-shadow: 
-    0 16px 36px rgba(0, 0, 0, 0.08),
-    0 4px 12px rgba(0, 0, 0, 0.03),
-    0 0 1px rgba(0, 0, 0, 0.1);
+    0 18px 42px rgba(15, 23, 42, 0.13),
+    0 4px 12px rgba(15, 23, 42, 0.06);
  overscroll-behavior-y: contain;
 }

-.notification-popover::before {
-  content: "";
-  display: block;
-  height: 3px;
-  background: linear-gradient(
-    90deg,
-    var(--theme-primary-active) 0%,
-    var(--theme-primary-light-3, #7eb3d4) 100%
-  );
-}
-
 .notification-head {
  display: flex;
  align-items: center;
  justify-content: space-between;
  gap: 12px;
-  padding: 12px 14px 10px;
-  border-bottom: 1px solid #edf2f7;
-  background: #fafbfd;
+  padding: 14px 16px 12px;
+  border-bottom: 1px solid #e6edf6;
+  background: #ffffff;
 }

 .notification-head-brand {
@@ -522,14 +510,14 @@
 }

 .notification-head-icon {
-  width: 32px;
-  height: 32px;
+  width: 34px;
+  height: 34px;
  flex: 0 0 auto;
  display: grid;
  place-items: center;
-  border: 1px solid var(--theme-primary-light-6);
+  border: 1px solid #dbeafe;
  border-radius: 4px;
-  background: #fff;
+  background: #f8fbff;
  color: var(--theme-primary-active);
  font-size: 17px;
 }
@@ -561,22 +549,25 @@
 }

 .notification-clear-btn {
-  height: 28px;
+  height: 30px;
  padding: 0 10px;
-  border: 0;
+  border: 1px solid transparent;
  border-radius: 4px;
  background: transparent;
-  color: var(--theme-primary-active);
+  color: #475569;
  font-size: 12px;
  font-weight: 750;
  white-space: nowrap;
  transition:
    background 160ms var(--ease),
+    border-color 160ms var(--ease),
    color 160ms var(--ease);
 }

 .notification-clear-btn:hover:not(:disabled) {
-  background: var(--theme-primary-light-9);
+  border-color: #bfdbfe;
+  background: #eff6ff;
+  color: var(--theme-primary-active);
 }

 .notification-clear-btn:disabled {
@@ -585,8 +576,8 @@
 }

 .notification-close-btn {
-  width: 28px;
-  height: 28px;
+  width: 30px;
+  height: 30px;
  display: inline-grid;
  place-items: center;
  border: 0;
@@ -608,15 +599,15 @@
  display: flex;
  align-items: stretch;
  gap: 0;
-  padding: 0 14px;
-  border-bottom: 1px solid #edf2f7;
-  background: #fff;
+  padding: 0 16px;
+  border-bottom: 1px solid #e6edf6;
+  background: #f8fafc;
 }

 .notification-tabs button {
  position: relative;
  flex: 1 1 0;
-  height: 38px;
+  height: 40px;
  display: inline-flex;
  align-items: center;
  justify-content: center;
@@ -666,10 +657,10 @@
  display: flex;
  flex-direction: column;
  min-height: 0;
-  max-height: min(336px, calc(100vh - 226px));
+  max-height: min(420px, calc(100vh - 166px));
  overflow-x: hidden;
  overflow-y: auto;
-  padding: 4px 0 12px;
+  padding: 10px 0 14px;
  scrollbar-width: thin;
  scrollbar-color: #cbd5e1 #f8fafc;
  overscroll-behavior-y: contain;
@@ -691,179 +682,151 @@

 .notification-row {
  display: grid;
-  grid-template-columns: 34px minmax(0, 1fr) 16px;
-  align-items: center;
-  gap: 12px;
-  min-height: 68px;
-  padding: 12px 16px;
+  grid-template-columns: 52px minmax(0, 1fr);
+  align-items: start;
+  gap: 16px;
+  min-height: 104px;
+  padding: 20px 22px;
  border: 0;
  border-radius: 0;
  background: #ffffff;
  flex-shrink: 0;
+  cursor: pointer;
  text-align: left;
  transition:
    background 180ms var(--ease),
-    border-color 180ms var(--ease);
+    transform 180ms var(--ease);
 }

 .notification-row + .notification-row {
-  border-top: 1px solid #f1f5f9;
+  border-top: 1px solid #f4f6fb;
 }

 .notification-row.unread {
-  background: #f8fafc;
-  position: relative;
-}
-
-.notification-row.unread::before {
-  content: '';
-  position: absolute;
-  left: 0;
-  top: 16px;
-  bottom: 16px;
-  width: 3px;
-  border-radius: 0 4px 4px 0;
-  background: var(--theme-primary-active);
+  background: #ffffff;
 }

 .notification-row:hover {
-  background: #f1f5f9;
+  background: #f8fafc;
 }

 .notification-row.unread:hover {
-  background: #f1f5f9;
+  background: #f8fafc;
 }

-.notification-type-icon {
-  width: 34px;
-  height: 34px;
+.notification-avatar {
+  position: relative;
+  width: 52px;
+  height: 52px;
  display: grid;
  place-items: center;
-  border: 1px solid rgba(0,0,0,0.04);
-  border-radius: 8px;
-  background: #ffffff;
-  color: var(--theme-primary-active);
-  font-size: 16px;
-  box-shadow: 0 1.5px 4px rgba(0,0,0,0.03);
+  border: 1px solid #dbeafe;
+  border-radius: 999px;
+  background: #eff6ff;
+  color: #2563eb;
+  font-size: 18px;
+  font-weight: 800;
+  box-shadow: 0 8px 18px rgba(15, 23, 42, 0.08);
 }

-.notification-type-icon.danger {
+.notification-avatar.danger {
  border-color: #fecaca;
-  background: #fff5f5;
-  color: #dc2626;
+  background: #fff1f2;
+  color: #be123c;
 }

-.notification-type-icon.warning {
+.notification-avatar.warning {
  border-color: #fde68a;
  background: #fffbeb;
-  color: #d97706;
+  color: #b45309;
 }

-.notification-type-icon.success {
+.notification-avatar.success {
  border-color: #bbf7d0;
  background: #f0fdf4;
-  color: #16a34a;
+  color: #15803d;
 }

-.notification-type-icon.info {
+.notification-avatar.info {
  border-color: #bfdbfe;
  background: #eff6ff;
  color: #2563eb;
 }

-.notification-copy {
-  min-width: 0;
-  display: flex;
-  flex-direction: column;
-  gap: 4px;
-  padding-top: 1px;
-  padding-bottom: 1px;
+.notification-avatar-label {
+  line-height: 1;
 }

-.notification-title-line {
-  min-width: 0;
-  display: flex;
-  align-items: center;
-  gap: 8px;
-}
-
-.notification-copy strong {
-  min-width: 0;
-  color: #0f172a;
-  font-size: 13.5px;
-  font-weight: 750;
-  line-height: 1.3;
-  overflow: hidden;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.notification-title-line b {
-  flex: 0 0 auto;
+.notification-avatar-badge {
+  position: absolute;
+  top: -2px;
+  right: -2px;
  min-width: 18px;
  height: 18px;
  display: inline-flex;
  align-items: center;
  justify-content: center;
-  padding: 0 5px;
-  border-radius: 4px;
-  background: #dc2626;
-  color: #fff;
+  padding: 0 4px;
+  border: 2px solid #ffffff;
+  border-radius: 999px;
+  background: #ef4444;
+  color: #ffffff;
  font-size: 10px;
  font-weight: 800;
  line-height: 1;
 }

-.notification-copy small {
-  color: #64748b;
-  font-size: 12px;
-  line-height: 1.4;
+.notification-row-content {
+  min-width: 0;
+  display: grid;
+  gap: 8px;
+  padding-top: 2px;
+}
+
+.notification-row-top {
+  min-width: 0;
+  display: flex;
+  align-items: flex-start;
+  justify-content: space-between;
+  gap: 14px;
+}
+
+.notification-row-title {
+  min-width: 0;
+  color: #111827;
+  font-size: 15px;
+  font-weight: 800;
+  line-height: 1.25;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.notification-row.unread .notification-row-title {
+  color: #0f172a;
+}
+
+.notification-preview {
+  max-width: 100%;
+  color: #8a94a6;
+  font-size: 13.5px;
+  line-height: 1.55;
  display: -webkit-box;
  -webkit-line-clamp: 2;
  -webkit-box-orient: vertical;
  overflow: hidden;
  text-overflow: ellipsis;
-  margin-bottom: 2px;
 }

-.notification-meta {
-  min-width: 0;
-  display: flex;
-  align-items: center;
-  justify-content: flex-end;
-  gap: 8px;
-  margin-top: 2px;
-}
-
-.notification-meta em,
-.notification-meta time {
-  min-width: 0;
-  overflow: hidden;
-  color: #94a3b8;
-  font-size: 11px;
-  font-style: normal;
-  font-weight: 600;
-  text-overflow: ellipsis;
-  white-space: nowrap;
-}
-
-.notification-meta em {
-  display: none;
-}
-
-.notification-meta time {
+.notification-time {
  flex: 0 0 auto;
-}
-
-.notification-row-arrow {
-  color: #cbd5e1;
-  font-size: 18px;
-  transition: color 160ms var(--ease), transform 160ms var(--ease);
-}
-
-.notification-row:hover .notification-row-arrow {
-  color: var(--theme-primary-active);
-  transform: translateX(2px);
+  color: #b4bcc8;
+  font-size: 13px;
+  font-style: normal;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+  line-height: 1.3;
+  white-space: nowrap;
 }

 .notification-empty {
@@ -1573,7 +1536,24 @@
  }

  .notification-row {
-    padding: 9px 12px;
+    grid-template-columns: 44px minmax(0, 1fr);
+    gap: 12px;
+    min-height: 90px;
+    padding: 16px 14px;
+  }
+
+  .notification-avatar {
+    width: 44px;
+    height: 44px;
+    font-size: 16px;
+  }
+
+  .notification-row-top {
+    gap: 8px;
+  }
+
+  .notification-time {
+    font-size: 12px;
  }

  .company-switcher {
@@ -1641,7 +1621,7 @@
  }

  .notification-head-icon,
-  .notification-type-icon {
+  .notification-avatar {
    width: 30px;
    height: 30px;
  }
@@ -1653,10 +1633,26 @@
  .notification-row {
    grid-template-columns: 30px minmax(0, 1fr);
    gap: 8px;
+    min-height: 82px;
+    padding: 13px 10px;
  }

-  .notification-row-arrow {
-    display: none;
+  .notification-avatar {
+    font-size: 13px;
+  }
+
+  .notification-avatar-badge {
+    min-width: 16px;
+    height: 16px;
+    font-size: 9px;
+  }
+
+  .notification-row-title {
+    font-size: 13.5px;
+  }
+
+  .notification-preview {
+    font-size: 12.5px;
  }

  .topbar.detail-mode {
--- a/web/src/components/business/PersonalWorkbenchAiMode.template.html
+++ b/web/src/components/business/PersonalWorkbenchAiMode.template.html
@@ -28,183 +28,11 @@
          <p>您可以直接向我提问，或选择下方推荐主题，快速完成费用相关事务</p>
        </div>

-        <form class="workbench-ai-composer" @submit.prevent="submitAiModePrompt">
-          <div class="workbench-ai-composer-field">
-            <div v-if="workbenchDateTagLabel" class="workbench-ai-date-chip">
-              <i class="mdi mdi-calendar-check-outline"></i>
-              <span>{{ workbenchDateTagLabel }}</span>
-              <button type="button" aria-label="移除日期" :disabled="isAiModeInputLocked" @click="removeWorkbenchDateTag">
-                <i class="mdi mdi-close"></i>
-              </button>
-            </div>
-
-            <textarea
-              ref="assistantInputRef"
-              v-model="assistantDraft"
-              maxlength="1000"
-              rows="3"
-              :placeholder="isAiModeInputLocked ? '费用测算中，请稍等...' : '今天我能帮您做点什么？'"
-              :disabled="isAiModeInputLocked"
-              @keydown.enter.exact.prevent="submitAiModePrompt"
-            ></textarea>
-          </div>
-
-          <div class="workbench-ai-composer-toolbar">
-            <div class="workbench-ai-tool-buttons">
-              <div class="workbench-date-anchor workbench-ai-date-anchor">
-                <button
-                  type="button"
-                  class="workbench-ai-icon-btn"
-                  :class="{ active: workbenchDatePickerOpen || workbenchDateTagLabel }"
-                  title="选择日期"
-                  aria-label="选择日期"
-                  :aria-expanded="workbenchDatePickerOpen"
-                  :disabled="isAiModeInputLocked"
-                  @click.stop="toggleWorkbenchDatePicker"
-                >
-                  <i class="mdi mdi-calendar-range"></i>
-                </button>
-
-                <div
-                  v-if="workbenchDatePickerOpen"
-                  class="workbench-ai-date-popover"
-                  role="dialog"
-                  aria-label="选择业务日期"
-                  @click.stop
-                >
-                  <div class="workbench-ai-date-tabs" role="tablist" aria-label="日期模式">
-                    <button
-                      type="button"
-                      :class="{ active: workbenchDateMode === 'single' }"
-                      :disabled="isAiModeInputLocked"
-                      @click="setWorkbenchDateMode('single')"
-                    >
-                      单日
-                    </button>
-                    <button
-                      type="button"
-                      :class="{ active: workbenchDateMode === 'range' }"
-                      :disabled="isAiModeInputLocked"
-                      @click="setWorkbenchDateMode('range')"
-                    >
-                      范围
-                    </button>
-                  </div>
-
-                  <label v-if="workbenchDateMode === 'single'" class="workbench-ai-date-field">
-                    <span>业务日期</span>
-                    <input
-                      v-model="workbenchSingleDate"
-                      type="date"
-                      :disabled="isAiModeInputLocked"
-                      @change="handleWorkbenchDateInputChange('single')"
+        <WorkbenchAiComposer
+          :runtime="workbenchAiRuntime"
+          placeholder="今天我能帮您做点什么？"
        />
-                  </label>
-
-                  <div v-else class="workbench-ai-date-range">
-                    <label class="workbench-ai-date-field">
-                      <span>开始日期</span>
-                      <input
-                        v-model="workbenchRangeStartDate"
-                        type="date"
-                        :disabled="isAiModeInputLocked"
-                        @change="handleWorkbenchDateInputChange('range-start')"
-                      />
-                    </label>
-                    <label class="workbench-ai-date-field">
-                      <span>结束日期</span>
-                      <input
-                        v-model="workbenchRangeEndDate"
-                        type="date"
-                        :disabled="isAiModeInputLocked"
-                        @change="handleWorkbenchDateInputChange('range-end')"
-                      />
-                    </label>
-                  </div>
-
-                  <div class="workbench-ai-date-actions">
-                    <button type="button" class="ghost" :disabled="isAiModeInputLocked" @click="clearWorkbenchDateSelection">清除</button>
-                    <button
-                      type="button"
-                      class="primary"
-                      :disabled="!workbenchCanApplyDateSelection || isAiModeInputLocked"
-                      @click="applyWorkbenchDateSelection"
-                    >
-                      完成
-                    </button>
-                  </div>
-                </div>
-              </div>
-              <button
-                type="button"
-                class="workbench-ai-icon-btn"
-                title="上传附件"
-                aria-label="上传附件"
-                :disabled="isAiModeInputLocked"
-                @click="triggerAiModeFileUpload"
-              >
-                <i class="mdi mdi-paperclip"></i>
-              </button>
-              <button
-                type="button"
-                class="workbench-ai-icon-btn"
-                title="语音输入"
-                aria-label="语音输入"
-                :disabled="isAiModeInputLocked"
-                @click="handleVoiceInput"
-              >
-                <i class="mdi mdi-microphone-outline"></i>
-              </button>
-            </div>
-
-            <div class="workbench-ai-composer-right">
-              <div class="workbench-ai-model-selector" :title="modelSelectorTitle">
-                <span>{{ displayModelName }}</span>
-                <i class="mdi mdi-chevron-down"></i>
-              </div>
-              <button
-                type="submit"
-                class="workbench-ai-send-btn"
-                :disabled="!canSubmitAiModePrompt || sending || isAiModeInputLocked"
-                aria-label="发送给小财管家"
-              >
-                <i class="mdi mdi-arrow-up"></i>
-              </button>
-            </div>
-          </div>
-        </form>
-
-        <div v-if="selectedFileCards.length" class="workbench-ai-file-strip" aria-label="已选择附件">
-          <article v-for="file in selectedFileCards" :key="file.key" class="workbench-ai-file-card">
-            <span class="workbench-ai-file-card__icon" :class="`type-${file.tone}`" aria-hidden="true">
-              <i :class="file.icon"></i>
-            </span>
-            <span class="workbench-ai-file-card__body">
-              <strong :title="file.name">{{ file.name }}</strong>
-              <small>{{ file.typeLabel }}</small>
-              <small
-                v-if="file.ocrState?.label"
-                class="workbench-ai-file-card__ocr"
-                :class="`is-${file.ocrState.status || 'idle'}`"
-                :title="file.ocrState.title || file.ocrState.label"
-              >
-                <i v-if="file.ocrState.status === 'recognizing'" class="mdi mdi-loading"></i>
-                <i v-else-if="file.ocrState.status === 'recognized'" class="mdi mdi-text-recognition"></i>
-                <i v-else-if="file.ocrState.status === 'failed'" class="mdi mdi-alert-circle-outline"></i>
-                <span>{{ file.ocrState.label }}</span>
-              </small>
-            </span>
-            <button
-              type="button"
-              class="workbench-ai-file-card__remove"
-              :disabled="isAiModeInputLocked"
-              :aria-label="`移除附件 ${file.name}`"
-              @click="removeAiModeFile(file.key)"
-            >
-              <i class="mdi mdi-close"></i>
-            </button>
-          </article>
-        </div>
+        <WorkbenchAiFileStrip :runtime="workbenchAiRuntime" />

        <div class="workbench-ai-quick-start-section">
          <h3 class="workbench-ai-quick-start-title">快速开始</h3>
@@ -565,183 +393,12 @@
        </div>

        <div class="workbench-ai-conversation-bottom">
-          <div v-if="selectedFileCards.length" class="workbench-ai-file-strip inline" aria-label="已选择附件">
-            <article v-for="file in selectedFileCards" :key="file.key" class="workbench-ai-file-card">
-              <span class="workbench-ai-file-card__icon" :class="`type-${file.tone}`" aria-hidden="true">
-                <i :class="file.icon"></i>
-              </span>
-              <span class="workbench-ai-file-card__body">
-                <strong :title="file.name">{{ file.name }}</strong>
-                <small>{{ file.typeLabel }}</small>
-                <small
-                  v-if="file.ocrState?.label"
-                  class="workbench-ai-file-card__ocr"
-                  :class="`is-${file.ocrState.status || 'idle'}`"
-                  :title="file.ocrState.title || file.ocrState.label"
-                >
-                  <i v-if="file.ocrState.status === 'recognizing'" class="mdi mdi-loading"></i>
-                  <i v-else-if="file.ocrState.status === 'recognized'" class="mdi mdi-text-recognition"></i>
-                  <i v-else-if="file.ocrState.status === 'failed'" class="mdi mdi-alert-circle-outline"></i>
-                  <span>{{ file.ocrState.label }}</span>
-                </small>
-              </span>
-              <button
-                type="button"
-                class="workbench-ai-file-card__remove"
-                :disabled="isAiModeInputLocked"
-                :aria-label="`移除附件 ${file.name}`"
-                @click="removeAiModeFile(file.key)"
-              >
-                <i class="mdi mdi-close"></i>
-              </button>
-            </article>
-          </div>
-
-          <form class="workbench-ai-composer workbench-ai-composer--inline" @submit.prevent="submitAiModePrompt">
-            <div class="workbench-ai-composer-field">
-              <div v-if="workbenchDateTagLabel" class="workbench-ai-date-chip">
-                <i class="mdi mdi-calendar-check-outline"></i>
-                <span>{{ workbenchDateTagLabel }}</span>
-                <button type="button" aria-label="移除日期" :disabled="isAiModeInputLocked" @click="removeWorkbenchDateTag">
-                  <i class="mdi mdi-close"></i>
-                </button>
-              </div>
-
-              <textarea
-                ref="assistantInputRef"
-                v-model="assistantDraft"
-                maxlength="1000"
-                rows="3"
-                :placeholder="isAiModeInputLocked ? '费用测算中，请稍等...' : '继续和小财管家对话...'"
-                :disabled="isAiModeInputLocked"
-                @keydown.enter.exact.prevent="submitAiModePrompt"
-              ></textarea>
-            </div>
-
-            <div class="workbench-ai-composer-toolbar">
-              <div class="workbench-ai-tool-buttons">
-                <div class="workbench-date-anchor workbench-ai-date-anchor">
-                  <button
-                    type="button"
-                    class="workbench-ai-icon-btn"
-                    :class="{ active: workbenchDatePickerOpen || workbenchDateTagLabel }"
-                    title="选择日期"
-                    aria-label="选择日期"
-                    :aria-expanded="workbenchDatePickerOpen"
-                    :disabled="isAiModeInputLocked"
-                    @click.stop="toggleWorkbenchDatePicker"
-                  >
-                    <i class="mdi mdi-calendar-range"></i>
-                  </button>
-
-                  <div
-                    v-if="workbenchDatePickerOpen"
-                    class="workbench-ai-date-popover"
-                    role="dialog"
-                    aria-label="选择业务日期"
-                    @click.stop
-                  >
-                    <div class="workbench-ai-date-tabs" role="tablist" aria-label="日期模式">
-                      <button
-                        type="button"
-                        :class="{ active: workbenchDateMode === 'single' }"
-                        :disabled="isAiModeInputLocked"
-                        @click="setWorkbenchDateMode('single')"
-                      >
-                        单日
-                      </button>
-                      <button
-                        type="button"
-                        :class="{ active: workbenchDateMode === 'range' }"
-                        :disabled="isAiModeInputLocked"
-                        @click="setWorkbenchDateMode('range')"
-                      >
-                        范围
-                      </button>
-                    </div>
-
-                    <label v-if="workbenchDateMode === 'single'" class="workbench-ai-date-field">
-                      <span>业务日期</span>
-                      <input
-                        v-model="workbenchSingleDate"
-                        type="date"
-                        :disabled="isAiModeInputLocked"
-                        @change="handleWorkbenchDateInputChange('single')"
+          <WorkbenchAiFileStrip inline :runtime="workbenchAiRuntime" />
+          <WorkbenchAiComposer
+            inline
+            :runtime="workbenchAiRuntime"
+            placeholder="继续和小财管家对话..."
          />
-                    </label>
-
-                    <div v-else class="workbench-ai-date-range">
-                      <label class="workbench-ai-date-field">
-                        <span>开始日期</span>
-                        <input
-                          v-model="workbenchRangeStartDate"
-                          type="date"
-                          :disabled="isAiModeInputLocked"
-                          @change="handleWorkbenchDateInputChange('range-start')"
-                        />
-                      </label>
-                      <label class="workbench-ai-date-field">
-                        <span>结束日期</span>
-                        <input
-                          v-model="workbenchRangeEndDate"
-                          type="date"
-                          :disabled="isAiModeInputLocked"
-                          @change="handleWorkbenchDateInputChange('range-end')"
-                        />
-                      </label>
-                    </div>
-
-                    <div class="workbench-ai-date-actions">
-                      <button type="button" class="ghost" :disabled="isAiModeInputLocked" @click="clearWorkbenchDateSelection">清除</button>
-                      <button
-                        type="button"
-                        class="primary"
-                        :disabled="!workbenchCanApplyDateSelection || isAiModeInputLocked"
-                        @click="applyWorkbenchDateSelection"
-                      >
-                        完成
-                      </button>
-                    </div>
-                  </div>
-                </div>
-                <button
-                  type="button"
-                  class="workbench-ai-icon-btn"
-                  title="上传附件"
-                  aria-label="上传附件"
-                  :disabled="isAiModeInputLocked"
-                  @click="triggerAiModeFileUpload"
-                >
-                  <i class="mdi mdi-paperclip"></i>
-                </button>
-                <button
-                  type="button"
-                  class="workbench-ai-icon-btn"
-                  title="语音输入"
-                  aria-label="语音输入"
-                  :disabled="isAiModeInputLocked"
-                  @click="handleVoiceInput"
-                >
-                  <i class="mdi mdi-microphone-outline"></i>
-                </button>
-              </div>
-
-              <div class="workbench-ai-composer-right">
-                <div class="workbench-ai-model-selector" :title="modelSelectorTitle">
-                  <span>{{ displayModelName }}</span>
-                  <i class="mdi mdi-chevron-down"></i>
-                </div>
-                <button
-                  type="submit"
-                  class="workbench-ai-send-btn"
-                  :disabled="!canSubmitAiModePrompt || sending || isAiModeInputLocked"
-                  aria-label="发送给小财管家"
-                >
-                  <i class="mdi mdi-arrow-up"></i>
-                </button>
-              </div>
-            </div>
-          </form>

          <p class="workbench-ai-disclaimer">小财管家可能会出错，重要费用事项请核对单据、制度与审批结果。</p>
        </div>
--- a/web/src/components/business/PersonalWorkbenchAiMode.vue
+++ b/web/src/components/business/PersonalWorkbenchAiMode.vue
@@ -1,7 +1,10 @@
 <template src="./PersonalWorkbenchAiMode.template.html"></template>

 <script setup>
+import { proxyRefs } from 'vue'
 import orbIcon from '../../assets/workbench-ai-mode-orb-icon.gif'
+import WorkbenchAiComposer from './workbench-ai/WorkbenchAiComposer.vue'
+import WorkbenchAiFileStrip from './workbench-ai/WorkbenchAiFileStrip.vue'
 import { usePersonalWorkbenchAiMode } from '../../composables/workbenchAiMode/usePersonalWorkbenchAiMode.js'

 const props = defineProps({
@@ -9,9 +12,12 @@ const props = defineProps({
 })
 const emit = defineEmits(['conversation-change', 'conversation-history-change', 'open-document', 'request-updated'])

+const aiModeRuntime = usePersonalWorkbenchAiMode(props, emit)
+const workbenchAiRuntime = proxyRefs(aiModeRuntime)
+
 const {
  activeConversationTitle, aiModeActionItems, applicationPreviewEditor, applicationSubmitConfirmOpen, assistantDraft, assistantInputRef, canShowInlineSuggestedActions, canSubmitAiModePrompt, cancelDeleteConversation, cancelInlineApplicationSubmitConfirm, clearWorkbenchDateSelection, commitInlineApplicationPreviewEditor, confirmDeleteConversation, confirmInlineApplicationSubmit, conversationMessages, conversationScrollRef, conversationStarted, deleteDialogOpen, displayModelName, displayUserName, fileInputRef, handleAiAnswerMarkdownClick, handleAiModeFilesChange, handleInlineApplicationPreviewEditorKeydown, handleInlineConversationScroll, handleInlineSuggestedAction, handleVoiceInput, hasInlineAttachmentOcrDetails, hasInlineThinking, isAiModeInputLocked, isApplicationPreviewEditing, isApplicationPreviewEstimatePending, isInlineAttachmentOcrExpanded, isInlineSuggestedActionDisabled, isInlineThinkingExpanded, markInlineMessageFeedback, modelSelectorTitle, openApplicationPreviewEditor, quoteInlineMessage, regenerateLastReply, removeAiModeFile, removeWorkbenchDateTag, renderInlineConversationHtml, requestDeleteCurrentConversation, resolveApplicationPreviewEditorOptions, resolveInlineApplicationPreviewEditorControl, resolveInlineApplicationPreviewEditorDateMax, resolveInlineApplicationPreviewEditorDateMin, resolveInlineApplicationPreviewMissingFields, resolveInlineApplicationPreviewRows, resolveInlineAttachmentOcrDocuments, resolveInlineAttachmentOcrFileCount, resolveInlineThinkingEvents, runAiModeAction, scrollInlineConversationToTop, selectedFileCards, sending, setWorkbenchDateMode, submitAiModePrompt, toggleInlineAttachmentOcrDetails, toggleInlineThinking, toggleWorkbenchDatePicker, triggerAiModeFileUpload, workbenchCanApplyDateSelection, workbenchDateMode, workbenchDatePickerOpen, workbenchDateTagLabel, workbenchRangeEndDate, workbenchRangeStartDate, workbenchSingleDate, applyWorkbenchDateSelection, buildInlineApplicationPreviewFooterText, copyInlineMessage, formatMessageTime, handleWorkbenchDateInputChange
-} = usePersonalWorkbenchAiMode(props, emit)
+} = aiModeRuntime
 </script>

 <style scoped src="../../assets/styles/components/personal-workbench-ai-mode.css"></style>
--- a/web/src/components/business/workbench-ai/WorkbenchAiFileStrip.vue
+++ b/web/src/components/business/workbench-ai/WorkbenchAiFileStrip.vue
@@ -12,6 +12,17 @@
      <span class="workbench-ai-file-card__body">
        <strong :title="file.name">{{ file.name }}</strong>
        <small>{{ file.typeLabel }}</small>
+        <small
+          v-if="file.ocrState?.label"
+          class="workbench-ai-file-card__ocr"
+          :class="`is-${file.ocrState.status || 'idle'}`"
+          :title="file.ocrState.title || file.ocrState.label"
+        >
+          <i v-if="file.ocrState.status === 'recognizing'" class="mdi mdi-loading"></i>
+          <i v-else-if="file.ocrState.status === 'recognized'" class="mdi mdi-text-recognition"></i>
+          <i v-else-if="file.ocrState.status === 'failed'" class="mdi mdi-alert-circle-outline"></i>
+          <span>{{ file.ocrState.label }}</span>
+        </small>
      </span>
      <button
        type="button"
--- a/web/src/components/layout/AiSidebarRail.vue
+++ b/web/src/components/layout/AiSidebarRail.vue
@@ -43,7 +43,23 @@
          :class="{ primary: action.primary }"
          @click="handleQuickAction(action.event)"
        >
-          <i :class="action.icon" aria-hidden="true"></i>
+          <span class="ai-quick-icon" aria-hidden="true">
+            <svg
+              class="ai-sidebar-tabler-icon"
+              viewBox="0 0 24 24"
+              fill="none"
+              stroke="currentColor"
+              stroke-width="2"
+              stroke-linecap="round"
+              stroke-linejoin="round"
+            >
+              <path
+                v-for="(path, pathIndex) in action.iconPaths"
+                :key="`${action.event}-${pathIndex}`"
+                :d="path"
+              />
+            </svg>
+          </span>
          <span>{{ action.label }}</span>
        </button>
      </template>
@@ -60,10 +76,26 @@
          class="ai-nav-btn"
          :class="{ active: activeView === item.id }"
          :aria-current="activeView === item.id ? 'page' : undefined"
+          @mouseenter="emit('prefetch-view', item.id)"
+          @focus="emit('prefetch-view', item.id)"
          @click="emit('navigate', item.id)"
        >
          <span class="ai-nav-icon" aria-hidden="true">
-            <i :class="item.aiIcon"></i>
+            <svg
+              class="ai-sidebar-tabler-icon"
+              viewBox="0 0 24 24"
+              fill="none"
+              stroke="currentColor"
+              stroke-width="2"
+              stroke-linecap="round"
+              stroke-linejoin="round"
+            >
+              <path
+                v-for="(path, pathIndex) in item.aiIconPaths"
+                :key="`${item.id}-${pathIndex}`"
+                :d="path"
+              />
+            </svg>
          </span>
          <span class="ai-nav-copy">
            <strong>{{ item.displayLabel }}</strong>
@@ -155,7 +187,7 @@ const props = defineProps({
  conversationHistory: { type: Array, default: () => [] }
 })

-const emit = defineEmits(['navigate', 'new-chat', 'open-recent', 'rename-conversation', 'logout'])
+const emit = defineEmits(['navigate', 'new-chat', 'open-recent', 'rename-conversation', 'logout', 'prefetch-view'])
 const conversationSearchOpen = ref(false)
 const conversationSearchQuery = ref('')
 const conversationSearchInputRef = ref(null)
@@ -164,16 +196,78 @@ const editingConversationTitle = ref('')
 const editingTitleInputRef = ref(null)
 let recentClickTimer = null

+const tablerIconPaths = {
+  plus: [
+    'M12 5l0 14',
+    'M5 12l14 0'
+  ],
+  search: [
+    'M3 10a7 7 0 1 0 14 0a7 7 0 1 0 -14 0',
+    'M21 21l-6 -6'
+  ],
+  fileText: [
+    'M14 3v4a1 1 0 0 0 1 1h4',
+    'M17 21h-10a2 2 0 0 1 -2 -2v-14a2 2 0 0 1 2 -2h7l5 5v11a2 2 0 0 1 -2 2',
+    'M9 9l1 0',
+    'M9 13l6 0',
+    'M9 17l6 0'
+  ],
+  folder: [
+    'M5 4h4l3 3h7a2 2 0 0 1 2 2v8a2 2 0 0 1 -2 2h-14a2 2 0 0 1 -2 -2v-11a2 2 0 0 1 2 -2'
+  ],
+  book2: [
+    'M19 4v16h-12a2 2 0 0 1 -2 -2v-12a2 2 0 0 1 2 -2h12',
+    'M19 16h-12a2 2 0 0 0 -2 2',
+    'M9 8h6'
+  ],
+  chartLine: [
+    'M4 19l16 0',
+    'M4 15l4 -6l4 2l4 -5l4 4'
+  ],
+  chartDonut: [
+    'M10 3.2a9 9 0 1 0 10.8 10.8a1 1 0 0 0 -1 -1h-6.8a2 2 0 0 1 -2 -2v-6.8a1 1 0 0 0 -1 -1',
+    'M15 3.5a9 9 0 0 1 5.5 5.5h-4.5a1 1 0 0 1 -1 -1v-4.5'
+  ],
+  shieldCheck: [
+    'M11.46 20.846a12 12 0 0 1 -7.46 -10.846v-4l8 -3l8 3v4c0 1.122 -.154 2.203 -.441 3.226',
+    'M15 19l2 2l4 -4'
+  ],
+  robot: [
+    'M7 7h10a2 2 0 0 1 2 2v7a2 2 0 0 1 -2 2h-10a2 2 0 0 1 -2 -2v-7a2 2 0 0 1 2 -2',
+    'M9 11l.01 0',
+    'M15 11l.01 0',
+    'M9 15h6',
+    'M12 7v-4'
+  ],
+  users: [
+    'M9 7m-4 0a4 4 0 1 0 8 0a4 4 0 1 0 -8 0',
+    'M3 21v-2a4 4 0 0 1 4 -4h4a4 4 0 0 1 4 4v2',
+    'M16 3.13a4 4 0 0 1 0 7.75',
+    'M21 21v-2a4 4 0 0 0 -3 -3.85'
+  ],
+  sliders: [
+    'M4 6h16',
+    'M4 12h10',
+    'M4 18h14',
+    'M8 6v.01',
+    'M14 12v.01',
+    'M18 18v.01'
+  ],
+  circle: [
+    'M12 12m-8 0a8 8 0 1 0 16 0a8 8 0 1 0 -16 0'
+  ]
+}
+
 const quickActions = [
  {
    label: '新建对话',
-    icon: 'mdi mdi-plus',
+    iconPaths: tablerIconPaths.plus,
    event: 'new-chat',
    primary: true
  },
  {
    label: '查询对话',
-    icon: 'mdi mdi-magnify',
+    iconPaths: tablerIconPaths.search,
    event: 'search'
  }
 ]
@@ -181,15 +275,15 @@ const quickActions = [
 const displayBrandName = computed(() => String(props.brandName || '易财费控').trim() || '易财费控')

 const sidebarMeta = {
-  overview: { label: '分析看板', icon: 'mdi mdi-chart-line-variant' },
-  documents: { label: '单据中心', icon: 'mdi mdi-file-document-outline' },
-  receiptFolder: { label: '票据夹', icon: 'mdi mdi-receipt-text-outline' },
-  budget: { label: '预算管理', icon: 'mdi mdi-chart-donut' },
-  policies: { label: '财务政策', icon: 'mdi mdi-book-open-page-variant-outline' },
-  audit: { label: '规则管理', icon: 'mdi mdi-shield-check-outline' },
-  digitalEmployees: { label: '数字员工', icon: 'mdi mdi-robot-outline' },
-  employees: { label: '员工管理', icon: 'mdi mdi-account-group-outline' },
-  settings: { label: '系统设置', icon: 'mdi mdi-tune-vertical' }
+  overview: { label: '分析看板', iconPaths: tablerIconPaths.chartLine },
+  documents: { label: '单据中心', iconPaths: tablerIconPaths.fileText },
+  receiptFolder: { label: '票据夹', iconPaths: tablerIconPaths.folder },
+  budget: { label: '预算管理', iconPaths: tablerIconPaths.chartDonut },
+  policies: { label: '财务政策', iconPaths: tablerIconPaths.book2 },
+  audit: { label: '规则管理', iconPaths: tablerIconPaths.shieldCheck },
+  digitalEmployees: { label: '数字员工', iconPaths: tablerIconPaths.robot },
+  employees: { label: '员工管理', iconPaths: tablerIconPaths.users },
+  settings: { label: '系统设置', iconPaths: tablerIconPaths.sliders }
 }

 const aiBusinessViewIds = computed(() => new Set(resolveAiSidebarBusinessViewIds(props.currentUser)))
@@ -200,7 +294,7 @@ const businessNavItems = computed(() =>
    .map((item) => ({
      ...item,
      displayLabel: sidebarMeta[item.id]?.label ?? item.label,
-      aiIcon: sidebarMeta[item.id]?.icon ?? 'mdi mdi-circle-outline'
+      aiIconPaths: sidebarMeta[item.id]?.iconPaths ?? tablerIconPaths.circle
    }))
 )

--- a/web/src/components/layout/SidebarRail.vue
+++ b/web/src/components/layout/SidebarRail.vue
@@ -47,6 +47,8 @@
          class="nav-btn"
          :class="{ active: activeView === item.id }"
          type="button"
+          @mouseenter="emit('prefetch-view', item.id)"
+          @focus="emit('prefetch-view', item.id)"
          @click="emit('navigate', item.id)"
        >
          <span class="nav-icon" v-html="item.icon"></span>
@@ -100,7 +102,7 @@ const props = defineProps({
  }
 })

-const emit = defineEmits(['navigate', 'openChat', 'logout', 'toggle-collapse'])
+const emit = defineEmits(['navigate', 'openChat', 'logout', 'toggle-collapse', 'prefetch-view'])

 const sidebarMeta = {
  overview: { label: '分析看板' },
--- a/web/src/components/layout/TopBar.vue
+++ b/web/src/components/layout/TopBar.vue
@@ -153,10 +153,10 @@
                    <button
                      class="notification-clear-btn"
                      type="button"
-                      :disabled="notificationItems.length === 0"
-                      @click="clearAllNotifications"
+                      :disabled="notificationBulkActionDisabled"
+                      @click="handleNotificationBulkAction"
                    >
-                      清空通知
+                      {{ notificationBulkActionLabel }}
                    </button>
                    <button
                      class="notification-close-btn"
@@ -201,24 +201,16 @@
                    :class="{ unread: item.unread }"
                    @click="openNotification(item)"
                  >
-                    <span class="notification-type-icon" :class="item.tone">
-                      <i :class="resolveNotificationIcon(item)"></i>
+                    <span class="notification-avatar" :class="item.tone" aria-hidden="true">
+                      <span class="notification-avatar-label">{{ item.avatarLabel }}</span>
+                      <span v-if="item.badge" class="notification-avatar-badge">{{ item.badge }}</span>
                    </span>
-                    <span class="notification-row-main">
-                      <span class="notification-row-head">
-                        <span class="notification-title-line">
+                    <span class="notification-row-content">
+                      <span class="notification-row-top">
                        <strong class="notification-row-title">{{ item.title }}</strong>
-                          <b v-if="item.badge">{{ item.badge }}</b>
-                        </span>
-                        <span class="notification-row-action" aria-hidden="true">
-                          <i class="mdi mdi-chevron-right"></i>
-                        </span>
-                      </span>
-                      <small class="notification-context">{{ item.description }}</small>
-                      <span class="notification-row-foot">
-                        <span class="notification-category-pill">{{ item.category || '系统通知' }}</span>
                        <time class="notification-time">{{ item.timeLabel || item.time }}</time>
                      </span>
+                      <small class="notification-preview">{{ item.description }}</small>
                    </span>
                  </button>
                </div>
@@ -512,7 +504,8 @@ const {
  isNotificationHidden,
  isNotificationRead,
  loadNotificationStates,
-  markNotificationStateRead
+  markNotificationStateRead,
+  markNotificationStatesRead
 } = useTopBarNotificationStates()
 const notificationTab = ref('unread')

@@ -565,6 +558,36 @@ function resolveDocumentNotificationDescription(row) {
  ].filter(Boolean).join(' · ') || '单据中心有新的单据状态'
 }

+function resolveNotificationAvatarLabel(item) {
+  const raw = String(
+    item?.avatarLabel
+      || item?.initiatorName
+      || item?.applicantName
+      || item?.employeeName
+      || item?.category
+      || item?.title
+      || '通'
+  ).trim()
+
+  if (!raw) {
+    return '通'
+  }
+
+  return raw.replace(/\s+/g, '').slice(0, 1).toUpperCase()
+}
+
+function resolveDocumentNotificationAvatarLabel(row) {
+  return resolveNotificationAvatarLabel({
+    avatarLabel:
+      row?.initiatorName
+      || row?.applicantName
+      || row?.employeeName
+      || row?.sourceLabel
+      || row?.documentTypeLabel
+      || row?.title
+  })
+}
+
 function resolveWorkbenchNotificationId(item, index) {
  return normalizeNotificationId(`workbench:${item?.id || [item?.title, item?.description, item?.time, index].join('|')}`)
 }
@@ -583,12 +606,12 @@ const documentNotificationItems = computed(() =>
        kind: 'document',
        title: `${row.documentTypeLabel || '单据'} ${row.documentNo || row.claimId || '待生成'}`,
        description: resolveDocumentNotificationDescription(row),
+        avatarLabel: resolveDocumentNotificationAvatarLabel(row),
        time: row.updatedAt || row.createdAt,
        timeLabel: formatNotificationTimeLabel(row.updatedAt || row.createdAt),
        category: row.sourceLabel || '单据中心',
        tone: resolveDocumentNotificationTone({ ...row, isUnread: unread }),
        unread,
-        icon: row.source === 'approval' ? 'mdi mdi-clipboard-text-clock-outline' : 'mdi mdi-file-document-outline',
        badge: unread ? '新' : '',
        target: {
          type: 'document',
@@ -615,10 +638,10 @@ const workbenchNotificationItems = computed(() => (
          id,
          kind: 'workbench',
          category: item.category || '个人工作台',
+          avatarLabel: resolveNotificationAvatarLabel(item),
          time: notificationTime,
          timeLabel: formatNotificationTimeLabel(item.time || item.updatedAt || item.due),
-          unread: Boolean(item.unread) && !readNotificationIds.value.has(id),
-          icon: item.icon || resolveNotificationIcon(item)
+          unread: Boolean(item.unread) && !readNotificationIds.value.has(id)
        }
      }).filter(Boolean)
    : []
@@ -631,6 +654,14 @@ const readNotifications = computed(() => notificationItems.value.filter((item) =
 const activeNotifications = computed(() => (
  notificationTab.value === 'unread' ? unreadNotifications.value : readNotifications.value
 ))
+const notificationBulkActionLabel = computed(() => (
+  notificationTab.value === 'unread' ? '全部已读' : '删除已读'
+))
+const notificationBulkActionDisabled = computed(() => (
+  notificationTab.value === 'unread'
+    ? unreadNotifications.value.length === 0
+    : readNotifications.value.length === 0
+))
 const topbarNotificationCount = computed(() => {
  const count = unreadNotifications.value.length
  return count > 0 ? Math.min(count, 99) : 0
@@ -659,26 +690,6 @@ function scheduleDocumentInboxInitialRefresh() {
  }, props.activeView === 'workbench' ? 1200 : 6000)
 }

-function resolveNotificationIcon(item) {
-  if (item?.icon) {
-    return item.icon
-  }
-
-  if (item?.tone === 'danger') {
-    return 'mdi mdi-alert-circle-outline'
-  }
-
-  if (item?.tone === 'warning') {
-    return 'mdi mdi-alert-outline'
-  }
-
-  if (item?.tone === 'success') {
-    return 'mdi mdi-check-circle-outline'
-  }
-
-  return 'mdi mdi-bell-outline'
-}
-
 function markNotificationRead(item) {
  if (!item?.id || !item.unread) {
    return
@@ -691,8 +702,8 @@ function markNotificationRead(item) {
  void markNotificationStateRead(item)
 }

-function clearAllNotifications() {
-  const currentItems = notificationItems.value
+function markUnreadNotificationsRead() {
+  const currentItems = unreadNotifications.value
  if (!currentItems.length) {
    return
  }
@@ -705,8 +716,29 @@ function clearAllNotifications() {
    markDocumentInboxRowsRead(documentRows)
  }

+  void markNotificationStatesRead(currentItems)
+}
+
+function deleteReadNotifications() {
+  const currentItems = readNotifications.value
+  if (!currentItems.length) {
+    return
+  }
+
  void hideNotificationStates(currentItems)
-  notificationTab.value = 'unread'
+}
+
+function handleNotificationBulkAction() {
+  if (notificationBulkActionDisabled.value) {
+    return
+  }
+
+  if (notificationTab.value === 'unread') {
+    markUnreadNotificationsRead()
+    return
+  }
+
+  deleteReadNotifications()
 }

 function openNotification(item) {
--- a/web/src/components/shared/AppModalLoadingState.vue
+++ b/web/src/components/shared/AppModalLoadingState.vue
@@ -0,0 +1,74 @@
+<template>
+  <Teleport to="body">
+    <div class="app-modal-loading-backdrop" role="status" aria-live="polite">
+      <section class="app-modal-loading-panel" aria-label="正在打开智能工作台">
+        <span class="app-modal-loading-spinner" aria-hidden="true"></span>
+        <div>
+          <strong>正在打开智能工作台</strong>
+          <p>基础页面已就绪，正在载入助手模块。</p>
+        </div>
+      </section>
+    </div>
+  </Teleport>
+</template>
+
+<style scoped>
+.app-modal-loading-backdrop {
+  position: fixed;
+  inset: 0;
+  z-index: 3000;
+  display: grid;
+  place-items: center;
+  padding: 24px;
+  background: rgba(15, 23, 42, 0.36);
+  backdrop-filter: blur(6px);
+}
+
+.app-modal-loading-panel {
+  display: flex;
+  align-items: center;
+  gap: 14px;
+  width: min(420px, 100%);
+  padding: 20px 22px;
+  border: 1px solid rgba(255, 255, 255, 0.68);
+  border-radius: 8px;
+  background: rgba(255, 255, 255, 0.96);
+  box-shadow: 0 24px 60px rgba(15, 23, 42, 0.18);
+  color: #111827;
+}
+
+.app-modal-loading-panel strong {
+  display: block;
+  font-size: 15px;
+  line-height: 1.35;
+}
+
+.app-modal-loading-panel p {
+  margin: 4px 0 0;
+  color: #64748b;
+  font-size: 13px;
+  line-height: 1.45;
+}
+
+.app-modal-loading-spinner {
+  width: 24px;
+  height: 24px;
+  flex: 0 0 auto;
+  border: 2px solid rgba(59, 130, 246, 0.18);
+  border-top-color: #2563eb;
+  border-radius: 999px;
+  animation: app-modal-loading-spin 0.8s linear infinite;
+}
+
+@keyframes app-modal-loading-spin {
+  to {
+    transform: rotate(360deg);
+  }
+}
+
+@media (prefers-reduced-motion: reduce) {
+  .app-modal-loading-spinner {
+    animation: none;
+  }
+}
+</style>
--- a/web/src/components/shared/AppViewLoadingState.vue
+++ b/web/src/components/shared/AppViewLoadingState.vue
@@ -0,0 +1,104 @@
+<template>
+  <section class="app-view-loading-state" aria-live="polite">
+    <div class="app-view-loading-copy">
+      <span class="app-view-loading-spinner" aria-hidden="true"></span>
+      <div>
+        <strong>正在加载页面内容</strong>
+        <p>页面框架已就绪，正在载入当前模块的数据和控件。</p>
+      </div>
+    </div>
+    <div class="app-view-loading-skeleton" aria-hidden="true">
+      <span></span>
+      <span></span>
+      <span></span>
+    </div>
+  </section>
+</template>
+
+<style scoped>
+.app-view-loading-state {
+  display: grid;
+  gap: 16px;
+  width: min(760px, 100%);
+  margin: 24px auto;
+  padding: 24px;
+  border: 1px solid rgba(148, 163, 184, 0.26);
+  border-radius: 8px;
+  background: rgba(255, 255, 255, 0.92);
+  box-shadow: 0 14px 36px rgba(15, 23, 42, 0.06);
+}
+
+.app-view-loading-copy {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  color: #1f2937;
+}
+
+.app-view-loading-copy strong {
+  display: block;
+  font-size: 15px;
+  line-height: 1.35;
+}
+
+.app-view-loading-copy p {
+  margin: 4px 0 0;
+  color: #64748b;
+  font-size: 13px;
+  line-height: 1.45;
+}
+
+.app-view-loading-spinner {
+  width: 22px;
+  height: 22px;
+  flex: 0 0 auto;
+  border: 2px solid rgba(59, 130, 246, 0.18);
+  border-top-color: #2563eb;
+  border-radius: 999px;
+  animation: app-view-loading-spin 0.8s linear infinite;
+}
+
+.app-view-loading-skeleton {
+  display: grid;
+  gap: 10px;
+}
+
+.app-view-loading-skeleton span {
+  display: block;
+  height: 12px;
+  border-radius: 999px;
+  background: linear-gradient(90deg, #e5e7eb 0%, #f8fafc 48%, #e5e7eb 100%);
+  background-size: 200% 100%;
+  animation: app-view-loading-shimmer 1.4s ease-in-out infinite;
+}
+
+.app-view-loading-skeleton span:nth-child(2) {
+  width: 86%;
+}
+
+.app-view-loading-skeleton span:nth-child(3) {
+  width: 68%;
+}
+
+@keyframes app-view-loading-spin {
+  to {
+    transform: rotate(360deg);
+  }
+}
+
+@keyframes app-view-loading-shimmer {
+  0% {
+    background-position: 100% 0;
+  }
+  100% {
+    background-position: -100% 0;
+  }
+}
+
+@media (prefers-reduced-motion: reduce) {
+  .app-view-loading-spinner,
+  .app-view-loading-skeleton span {
+    animation: none;
+  }
+}
+</style>
--- a/web/src/composables/requests/requestShared.js
+++ b/web/src/composables/requests/requestShared.js
@@ -1,5 +1,11 @@
 import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
 import { filterActionableRiskFlags, normalizeRiskFlagTone } from '../../utils/riskFlags.js'
+import {
+  DOCUMENT_TYPE_APPLICATION,
+  DOCUMENT_TYPE_EXPENSE_APPLICATION,
+  DOCUMENT_TYPE_REIMBURSEMENT,
+  resolveDocumentTypeLabel
+} from '../../constants/documentProtocol.js'

 const EXPENSE_TYPE_LABELS = {
  travel: '差旅费',
@@ -49,8 +55,6 @@ const DOCUMENT_BACKED_EXPENSE_TYPES = new Set([
  'hotel_ticket',
  'ride_ticket'
 ])
-const DOCUMENT_TYPE_APPLICATION = 'application'
-const DOCUMENT_TYPE_REIMBURSEMENT = 'reimbursement'
 const RELATED_APPLICATION_STEP_LABEL = '关联单据'
 const APPLICATION_LINK_STATUS_STEP_LABEL = '关联单据状态'
 const APPLICATION_ARCHIVE_STAGE_LABEL = '申请归档'
@@ -179,14 +183,14 @@ function resolveDocumentTypeMeta(claim, typeCode) {
  const normalizedType = String(typeCode || '').trim()
  const isApplication =
    explicitType === DOCUMENT_TYPE_APPLICATION
-    || explicitType === 'expense_application'
+    || explicitType === DOCUMENT_TYPE_EXPENSE_APPLICATION
    || isApplicationDocumentNo(claimNo)
    || normalizedType === 'application'
    || normalizedType.endsWith('_application')

  return isApplication
-    ? { documentTypeCode: DOCUMENT_TYPE_APPLICATION, documentTypeLabel: '申请单' }
-    : { documentTypeCode: DOCUMENT_TYPE_REIMBURSEMENT, documentTypeLabel: '报销单' }
+    ? { documentTypeCode: DOCUMENT_TYPE_APPLICATION, documentTypeLabel: resolveDocumentTypeLabel(DOCUMENT_TYPE_APPLICATION) }
+    : { documentTypeCode: DOCUMENT_TYPE_REIMBURSEMENT, documentTypeLabel: resolveDocumentTypeLabel(DOCUMENT_TYPE_REIMBURSEMENT) }
 }

 function normalizeExpenseType(typeCode) {
--- a/web/src/composables/useTopBarNotificationStates.js
+++ b/web/src/composables/useTopBarNotificationStates.js
@@ -139,7 +139,14 @@ export function useTopBarNotificationStates() {
  }

  function markNotificationStateRead(item) {
-    return syncNotificationPatches([buildPatch(item, { read: true })])
+    return markNotificationStatesRead([item])
+  }
+
+  function markNotificationStatesRead(items) {
+    const patches = (Array.isArray(items) ? items : [])
+      .map((item) => buildPatch(item, { read: true, hidden: false }))
+      .filter(Boolean)
+    return syncNotificationPatches(patches)
  }

  function hideNotificationStates(items) {
@@ -158,6 +165,7 @@ export function useTopBarNotificationStates() {
    isNotificationHidden,
    isNotificationRead,
    loadNotificationStates,
-    markNotificationStateRead
+    markNotificationStateRead,
+    markNotificationStatesRead
  }
 }
--- a/web/src/composables/workbenchAiMode/usePersonalWorkbenchAiMode.js
+++ b/web/src/composables/workbenchAiMode/usePersonalWorkbenchAiMode.js
@@ -24,8 +24,7 @@ import {
 } from './workbenchAiComposerModel.js'
 import {
  createWorkbenchAiMessageRuntime,
-  formatMessageTime,
-  normalizeInlineAttachmentOcrDetails
+  formatMessageTime
 } from './workbenchAiMessageModel.js'
 import { useWorkbenchAiActionRouter } from './useWorkbenchAiActionRouter.js'
 import { useWorkbenchAiAttachmentAssociationFlow } from './useWorkbenchAiAttachmentAssociationFlow.js'
@@ -34,8 +33,10 @@ import { useWorkbenchAiComposerFiles } from './useWorkbenchAiComposerFiles.js'
 import { useWorkbenchAiDocumentQueryFlow } from './useWorkbenchAiDocumentQueryFlow.js'
 import { useWorkbenchAiExpenseFlow } from './useWorkbenchAiExpenseFlow.js'
 import { useWorkbenchAiMessageActions } from './useWorkbenchAiMessageActions.js'
+import { useWorkbenchAiMessageExpansion } from './useWorkbenchAiMessageExpansion.js'
 import { useWorkbenchAiSessionCommands } from './useWorkbenchAiSessionCommands.js'
 import { useWorkbenchAiStewardFlow } from './useWorkbenchAiStewardFlow.js'
+import { isReimbursementCreationIntent } from './workbenchAiApplicationGateModel.js'

 const AI_SEARCH_CONVERSATION_ID = 'ai-search'
 const INLINE_ANSWER_STREAM_CHUNK_SIZE = 6
@@ -174,6 +175,23 @@ export function usePersonalWorkbenchAiMode(props, emit) {
    ...card,
    ocrState: attachmentFlow.resolveAiModeReceiptRecognitionState(selectedFiles.value[index])
  })))
+  const {
+    hasInlineAttachmentOcrDetails,
+    hasInlineThinking,
+    isInlineAttachmentOcrExpanded,
+    isInlineThinkingExpanded,
+    resolveInlineAttachmentOcrDocuments,
+    resolveInlineAttachmentOcrFileCount,
+    resolveInlineThinkingEvents,
+    toggleInlineAttachmentOcrDetails,
+    toggleInlineThinking
+  } = useWorkbenchAiMessageExpansion({
+    attachmentOcrExpandedMessageIds,
+    inlineConversationAutoScrollPinned,
+    scrollInlineConversationToBottom,
+    thinkingCollapsedMessageIds,
+    thinkingExpandedMessageIds
+  })

  const applicationFlow = useWorkbenchAiApplicationPreviewFlow({
    activateInlineConversation,
@@ -324,6 +342,10 @@ export function usePersonalWorkbenchAiMode(props, emit) {
    })
  }

+  function setAssistantInputRef(element) {
+    assistantInputRef.value = element
+  }
+
  function isInlineConversationNearBottom() {
    const el = conversationScrollRef.value
    if (!el) {
@@ -499,78 +521,6 @@ export function usePersonalWorkbenchAiMode(props, emit) {
    return renderAiConversationHtml(content)
  }

-  function resolveInlineThinkingEvents(message) {
-    return Array.isArray(message?.stewardPlan?.thinkingEvents) ? message.stewardPlan.thinkingEvents : []
-  }
-
-  function hasInlineThinking(message) {
-    return resolveInlineThinkingEvents(message).length > 0
-  }
-
-  function isInlineThinkingExpanded(message) {
-    if (!message?.id) {
-      return Boolean(message?.pending)
-    }
-    if (thinkingCollapsedMessageIds.value.has(message.id)) {
-      return false
-    }
-    return Boolean(message.pending || thinkingExpandedMessageIds.value.has(message.id))
-  }
-
-  function toggleInlineThinking(message) {
-    if (!message?.id) {
-      return
-    }
-    const nextExpandedIds = new Set(thinkingExpandedMessageIds.value)
-    const nextCollapsedIds = new Set(thinkingCollapsedMessageIds.value)
-    if (isInlineThinkingExpanded(message)) {
-      nextExpandedIds.delete(message.id)
-      nextCollapsedIds.add(message.id)
-    } else {
-      nextCollapsedIds.delete(message.id)
-      nextExpandedIds.add(message.id)
-    }
-    thinkingExpandedMessageIds.value = nextExpandedIds
-    thinkingCollapsedMessageIds.value = nextCollapsedIds
-  }
-
-  function hasInlineAttachmentOcrDetails(message = {}) {
-    const details = normalizeInlineAttachmentOcrDetails(message?.attachmentOcrDetails || null)
-    return Boolean(details?.documents?.length || details?.fileNames?.length)
-  }
-
-  function resolveInlineAttachmentOcrDocuments(message = {}) {
-    return normalizeInlineAttachmentOcrDetails(message?.attachmentOcrDetails || null)?.documents || []
-  }
-
-  function resolveInlineAttachmentOcrFileCount(message = {}) {
-    const details = normalizeInlineAttachmentOcrDetails(message?.attachmentOcrDetails || null)
-    return Math.max(details?.documents?.length || 0, details?.fileNames?.length || 0)
-  }
-
-  function isInlineAttachmentOcrExpanded(message = {}) {
-    return Boolean(message?.id && attachmentOcrExpandedMessageIds.value.has(message.id))
-  }
-
-  function toggleInlineAttachmentOcrDetails(message = {}, forceExpanded = null) {
-    if (!message?.id || !hasInlineAttachmentOcrDetails(message)) {
-      return
-    }
-    const nextExpandedIds = new Set(attachmentOcrExpandedMessageIds.value)
-    const shouldExpand = forceExpanded === null
-      ? !nextExpandedIds.has(message.id)
-      : Boolean(forceExpanded)
-    if (shouldExpand) {
-      nextExpandedIds.add(message.id)
-    } else {
-      nextExpandedIds.delete(message.id)
-    }
-    attachmentOcrExpandedMessageIds.value = nextExpandedIds
-    nextTick(() => {
-      scrollInlineConversationToBottom({ force: inlineConversationAutoScrollPinned.value })
-    })
-  }
-
  function buildInlinePromptText(rawPrompt, files = []) {
    const prompt = buildWorkbenchPromptText(rawPrompt)
    if (prompt) {
@@ -579,20 +529,6 @@ export function usePersonalWorkbenchAiMode(props, emit) {
    return files.length ? '请帮我处理已上传的附件。' : ''
  }

-  function isReimbursementCreationIntent(prompt = '') {
-    const compact = String(prompt || '').replace(/\s+/g, '')
-    if (!compact || !/报销|报账/.test(compact)) {
-      return false
-    }
-    if (/标准|制度|规则|政策|口径|怎么|如何|能不能|可以吗|查一下|查询|状态|进度|多少钱|多少/.test(compact)) {
-      return false
-    }
-    return (
-      /^(我要|我想|我需要|帮我|请帮我|需要|发起|新建|创建|提交|办理|走).{0,16}(报销|报账)/.test(compact) ||
-      /^(报销|报账)(一下|一笔|单|流程)?$/.test(compact)
-    )
-  }
-
  function handleAiAnswerMarkdownClick(event) {
    const target = event?.target
    const link = target?.closest?.('a[href^="#ai-open-document-detail:"], a[href^="#ai-open-application-detail:"]')
@@ -800,6 +736,7 @@ export function usePersonalWorkbenchAiMode(props, emit) {
    scrollInlineConversationToTop,
    selectedFileCards,
    sending,
+    setAssistantInputRef,
    setWorkbenchDateMode,
    submitAiModePrompt,
    toggleInlineAttachmentOcrDetails,
--- a/web/src/composables/workbenchAiMode/useWorkbenchAiApplicationPreviewFlow.js
+++ b/web/src/composables/workbenchAiMode/useWorkbenchAiApplicationPreviewFlow.js
@@ -24,10 +24,15 @@ import {
  buildInlineApplicationSubmitPrecheckPayload,
  buildInlineApplicationSubmitThinkingEvents,
  completeInlineThinkingEvents,
-  extractInlineApplicationDraftPayload,
-  resolveInlineApplicationPreviewActionFromText
+  extractInlineApplicationDraftPayload
 } from './workbenchAiApplicationPreviewModel.js'
 import { AI_ATTACHMENT_ASSOCIATION_CONFIRM_ACTION } from './workbenchAiMessageModel.js'
+import {
+  isOrphanInlineApplicationPreviewMessage,
+  resolveInlineApplicationPreviewTextAction,
+  resolveLatestApplicationPreviewMessage,
+  resolveLatestOrphanApplicationPreviewMessage
+} from './workbenchAiApplicationGateModel.js'

 function isApplicationPreviewEstimatePendingPreview(applicationPreview = {}) {
  const fields = normalizeApplicationPreview(applicationPreview).fields || {}
@@ -197,23 +202,12 @@ export function useWorkbenchAiApplicationPreviewFlow({
    ].join('\n\n')
  }

-  function resolveLatestApplicationPreviewMessage() {
-    return [...conversationMessages.value]
-      .reverse()
-      .find((message) => message.role === 'assistant' && message.applicationPreview)
+  function resolveLatestInlineApplicationPreviewMessage() {
+    return resolveLatestApplicationPreviewMessage(conversationMessages.value)
  }

-  function isOrphanInlineApplicationPreviewMessage(message = {}) {
-    if (message?.applicationPreview || message?.role !== 'assistant') {
-      return false
-    }
-    return /下方表格|申请核对表|点击对应行即可直接编辑/.test(String(message.content || message.text || ''))
-  }
-
-  function resolveLatestOrphanApplicationPreviewMessage() {
-    return [...conversationMessages.value]
-      .reverse()
-      .find((message) => isOrphanInlineApplicationPreviewMessage(message))
+  function resolveLatestOrphanInlineApplicationPreviewMessage() {
+    return resolveLatestOrphanApplicationPreviewMessage(conversationMessages.value)
  }

  function requestInlineApplicationSubmitConfirmation(targetMessage, options = {}) {
@@ -310,7 +304,7 @@ export function useWorkbenchAiApplicationPreviewFlow({
  }

  async function executeInlineApplicationPreviewAction(actionType, sourceMessage = null, options = {}) {
-    const targetMessage = sourceMessage?.applicationPreview ? sourceMessage : resolveLatestApplicationPreviewMessage()
+    const targetMessage = sourceMessage?.applicationPreview ? sourceMessage : resolveLatestInlineApplicationPreviewMessage()
    if (!targetMessage?.applicationPreview) {
      toast('当前没有可提交的申请表。')
      return false
@@ -446,12 +440,12 @@ export function useWorkbenchAiApplicationPreviewFlow({
      toast('请等待费用测算完成后再继续操作。')
      return true
    }
-    const actionType = resolveInlineApplicationPreviewActionFromText(prompt)
+    const actionType = resolveInlineApplicationPreviewTextAction(prompt)
    if (!actionType) {
      return false
    }
-    if (!resolveLatestApplicationPreviewMessage()) {
-      const orphanPreviewMessage = resolveLatestOrphanApplicationPreviewMessage()
+    if (!resolveLatestInlineApplicationPreviewMessage()) {
+      const orphanPreviewMessage = resolveLatestOrphanInlineApplicationPreviewMessage()
      if (!orphanPreviewMessage) {
        return false
      }
--- a/web/src/composables/workbenchAiMode/useWorkbenchAiMessageExpansion.js
+++ b/web/src/composables/workbenchAiMode/useWorkbenchAiMessageExpansion.js
@@ -0,0 +1,95 @@
+import { nextTick } from 'vue'
+
+import { normalizeInlineAttachmentOcrDetails } from './workbenchAiMessageModel.js'
+
+export function useWorkbenchAiMessageExpansion({
+  attachmentOcrExpandedMessageIds,
+  inlineConversationAutoScrollPinned,
+  scrollInlineConversationToBottom,
+  thinkingCollapsedMessageIds,
+  thinkingExpandedMessageIds
+}) {
+  function resolveInlineThinkingEvents(message) {
+    return Array.isArray(message?.stewardPlan?.thinkingEvents) ? message.stewardPlan.thinkingEvents : []
+  }
+
+  function hasInlineThinking(message) {
+    return resolveInlineThinkingEvents(message).length > 0
+  }
+
+  function isInlineThinkingExpanded(message) {
+    if (!message?.id) {
+      return Boolean(message?.pending)
+    }
+    if (thinkingCollapsedMessageIds.value.has(message.id)) {
+      return false
+    }
+    return Boolean(message.pending || thinkingExpandedMessageIds.value.has(message.id))
+  }
+
+  function toggleInlineThinking(message) {
+    if (!message?.id) {
+      return
+    }
+    const nextExpandedIds = new Set(thinkingExpandedMessageIds.value)
+    const nextCollapsedIds = new Set(thinkingCollapsedMessageIds.value)
+    if (isInlineThinkingExpanded(message)) {
+      nextExpandedIds.delete(message.id)
+      nextCollapsedIds.add(message.id)
+    } else {
+      nextCollapsedIds.delete(message.id)
+      nextExpandedIds.add(message.id)
+    }
+    thinkingExpandedMessageIds.value = nextExpandedIds
+    thinkingCollapsedMessageIds.value = nextCollapsedIds
+  }
+
+  function hasInlineAttachmentOcrDetails(message = {}) {
+    const details = normalizeInlineAttachmentOcrDetails(message?.attachmentOcrDetails || null)
+    return Boolean(details?.documents?.length || details?.fileNames?.length)
+  }
+
+  function resolveInlineAttachmentOcrDocuments(message = {}) {
+    return normalizeInlineAttachmentOcrDetails(message?.attachmentOcrDetails || null)?.documents || []
+  }
+
+  function resolveInlineAttachmentOcrFileCount(message = {}) {
+    const details = normalizeInlineAttachmentOcrDetails(message?.attachmentOcrDetails || null)
+    return Math.max(details?.documents?.length || 0, details?.fileNames?.length || 0)
+  }
+
+  function isInlineAttachmentOcrExpanded(message = {}) {
+    return Boolean(message?.id && attachmentOcrExpandedMessageIds.value.has(message.id))
+  }
+
+  function toggleInlineAttachmentOcrDetails(message = {}, forceExpanded = null) {
+    if (!message?.id || !hasInlineAttachmentOcrDetails(message)) {
+      return
+    }
+    const nextExpandedIds = new Set(attachmentOcrExpandedMessageIds.value)
+    const shouldExpand = forceExpanded === null
+      ? !nextExpandedIds.has(message.id)
+      : Boolean(forceExpanded)
+    if (shouldExpand) {
+      nextExpandedIds.add(message.id)
+    } else {
+      nextExpandedIds.delete(message.id)
+    }
+    attachmentOcrExpandedMessageIds.value = nextExpandedIds
+    nextTick(() => {
+      scrollInlineConversationToBottom({ force: inlineConversationAutoScrollPinned.value })
+    })
+  }
+
+  return {
+    hasInlineAttachmentOcrDetails,
+    hasInlineThinking,
+    isInlineAttachmentOcrExpanded,
+    isInlineThinkingExpanded,
+    resolveInlineAttachmentOcrDocuments,
+    resolveInlineAttachmentOcrFileCount,
+    resolveInlineThinkingEvents,
+    toggleInlineAttachmentOcrDetails,
+    toggleInlineThinking
+  }
+}
--- a/web/src/composables/workbenchAiMode/workbenchAiApplicationGateModel.js
+++ b/web/src/composables/workbenchAiMode/workbenchAiApplicationGateModel.js
@@ -0,0 +1,51 @@
+import {
+  AI_APPLICATION_ACTION_SAVE_DRAFT,
+  AI_APPLICATION_ACTION_SUBMIT
+} from '../../services/aiApplicationPreviewActions.js'
+
+export function isReimbursementCreationIntent(prompt = '') {
+  const compact = String(prompt || '').replace(/\s+/g, '')
+  if (!compact || !/报销|报账/.test(compact)) {
+    return false
+  }
+  if (/标准|制度|规则|政策|口径|怎么|如何|能不能|可以吗|查一下|查询|状态|进度|多少钱|多少/.test(compact)) {
+    return false
+  }
+  return (
+    /^(我要|我想|我需要|帮我|请帮我|需要|发起|新建|创建|提交|办理|走).{0,16}(报销|报账)/.test(compact) ||
+    /^(报销|报账)(一下|一笔|单|流程)?$/.test(compact)
+  )
+}
+
+export function resolveInlineApplicationPreviewTextAction(text = '') {
+  const normalized = String(text || '').replace(/\s+/g, '').trim()
+  if (!normalized) {
+    return ''
+  }
+  if (/^(保存草稿|保存|存草稿|先保存)$/.test(normalized)) {
+    return AI_APPLICATION_ACTION_SAVE_DRAFT
+  }
+  if (/^(提交|提交申请|确认提交|提交审批|直接提交)$/.test(normalized)) {
+    return AI_APPLICATION_ACTION_SUBMIT
+  }
+  return ''
+}
+
+export function resolveLatestApplicationPreviewMessage(messages = []) {
+  return [...(Array.isArray(messages) ? messages : [])]
+    .reverse()
+    .find((message) => message?.role === 'assistant' && message.applicationPreview) || null
+}
+
+export function isOrphanInlineApplicationPreviewMessage(message = {}) {
+  if (message?.applicationPreview || message?.role !== 'assistant') {
+    return false
+  }
+  return /下方表格|申请核对表|点击对应行即可直接编辑/.test(String(message.content || message.text || ''))
+}
+
+export function resolveLatestOrphanApplicationPreviewMessage(messages = []) {
+  return [...(Array.isArray(messages) ? messages : [])]
+    .reverse()
+    .find((message) => isOrphanInlineApplicationPreviewMessage(message)) || null
+}
--- a/web/src/composables/workbenchAiMode/workbenchAiApplicationPreviewModel.js
+++ b/web/src/composables/workbenchAiMode/workbenchAiApplicationPreviewModel.js
@@ -13,19 +13,8 @@ import {
  AI_APPLICATION_ACTION_SAVE_DRAFT,
  AI_APPLICATION_ACTION_SUBMIT
 } from '../../services/aiApplicationPreviewActions.js'
-
-const INLINE_APPLICATION_STATUS_LABELS = {
-  draft: '草稿',
-  submitted: '审批中',
-  pending: '待处理',
-  approved: '已审批',
-  completed: '已完成',
-  archived: '已归档',
-  returned: '已退回',
-  rejected: '已驳回',
-  pending_payment: '待付款',
-  paid: '已付款'
-}
+import { INLINE_APPLICATION_STATUS_LABELS } from '../../constants/documentProtocol.js'
+import { resolveInlineApplicationPreviewTextAction } from './workbenchAiApplicationGateModel.js'

 function normalizeInlineApplicationResultTableCell(value, fallback = '-') {
  const text = String(value || '')
@@ -201,17 +190,7 @@ export function buildInlineApplicationDetailAction(draftPayload = {}) {
 }

 export function resolveInlineApplicationPreviewActionFromText(text = '') {
-  const normalized = String(text || '').replace(/\s+/g, '').trim()
-  if (!normalized) {
-    return ''
-  }
-  if (/^(保存草稿|保存|存草稿|先保存)$/.test(normalized)) {
-    return AI_APPLICATION_ACTION_SAVE_DRAFT
-  }
-  if (/^(提交|提交申请|确认提交|提交审批|直接提交)$/.test(normalized)) {
-    return AI_APPLICATION_ACTION_SUBMIT
-  }
-  return ''
+  return resolveInlineApplicationPreviewTextAction(text)
 }

 export function normalizeInlineApplicationTypeLabel(expenseTypeLabel, fallback = '费用申请') {
--- a/web/src/constants/documentProtocol.js
+++ b/web/src/constants/documentProtocol.js
@@ -0,0 +1,28 @@
+export const DOCUMENT_TYPE_ALL = 'all'
+export const DOCUMENT_TYPE_APPLICATION = 'application'
+export const DOCUMENT_TYPE_REIMBURSEMENT = 'reimbursement'
+export const DOCUMENT_TYPE_EXPENSE_APPLICATION = 'expense_application'
+
+export const DOCUMENT_TYPE_LABELS = {
+  [DOCUMENT_TYPE_APPLICATION]: '申请单',
+  [DOCUMENT_TYPE_EXPENSE_APPLICATION]: '申请单',
+  [DOCUMENT_TYPE_REIMBURSEMENT]: '报销单'
+}
+
+export const INLINE_APPLICATION_STATUS_LABELS = {
+  draft: '草稿',
+  submitted: '审批中',
+  pending: '待处理',
+  approved: '已审批',
+  completed: '已完成',
+  archived: '已归档',
+  returned: '已退回',
+  rejected: '已驳回',
+  pending_payment: '待付款',
+  paid: '已付款'
+}
+
+export function resolveDocumentTypeLabel(typeCode, fallback = '报销单') {
+  const normalized = String(typeCode || '').trim().toLowerCase()
+  return DOCUMENT_TYPE_LABELS[normalized] || fallback
+}
--- a/web/src/utils/aiConversationHtmlRenderer.js
+++ b/web/src/utils/aiConversationHtmlRenderer.js
@@ -1,49 +1,14 @@
 import { renderLegacyAttachmentAssociationHtml } from './aiConversationLegacyAttachmentRenderer.js'
 import { parseTableRow, renderTable } from './aiConversationTableRenderer.js'
-
-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'
-])
-
-const BUSINESS_FIELD_LABELS = new Set([
-  '时间',
-  '地点',
-  '事由',
-  '金额',
-  '费用类型',
-  '报销类型',
-  '商户',
-  '商户/开票方',
-  '客户',
-  '客户/项目对象',
-  '附件',
-  '附件/凭证',
-  '出行方式'
-])
+import {
+  DOCUMENT_DETAIL_HREF_PREFIX,
+  extractTrustedHtmlBlocks,
+  normalizeConversationText,
+  restoreTrustedHtmlBlocks
+} from './conversationTrustedHtml.js'

 const APPLICATION_DETAIL_HREF_PREFIX = '#ai-open-application-detail:'
 const DELETED_APPLICATION_DETAIL_HREF_PREFIX = '#ai-deleted-application-detail:'
-const DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
-const TRUSTED_HTML_BLOCK_RE = /<!--\s*ai-trusted-html:start\s*-->\s*([\s\S]*?)\s*<!--\s*ai-trusted-html:end\s*-->/g
-const TRUSTED_HTML_PLACEHOLDER_PREFIX = 'AI_TRUSTED_HTML_BLOCK_'
-const TRUSTED_HTML_ALLOWED_TAGS = new Set([
-  'section',
-  'article',
-  'header',
-  'footer',
-  'div',
-  'span',
-  'strong',
-  'a'
-])
-const TRUSTED_HTML_ALLOWED_ATTRS = new Set([
-  'aria-label',
-  'class',
-  'data-ai-action',
-  'href'
-])

 function escapeHtml(value = '') {
  return String(value)
@@ -146,150 +111,6 @@ function renderInlineHtml(value = '') {
  return html
 }

-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)
-  const body = trimmed.slice(colonIndex + 1).trim()
-  if (!ALLOWED_COLON_HEADING_TITLES.has(title)) {
-    return [rawLine]
-  }
-  return body ? [`### ${title}`, '', body] : [`### ${title}`]
-}
-
-function normalizeBusinessFieldLine(line) {
-  const rawLine = String(line || '')
-  const trimmed = rawLine.trim()
-  if (
-    !trimmed ||
-    trimmed.startsWith('|') ||
-    /^[-*+]\s/.test(trimmed) ||
-    /^#{1,6}\s/.test(trimmed)
-  ) {
-    return rawLine
-  }
-
-  const match = trimmed.match(/^([^：:\n]{1,16})[：:]\s*(.+)$/u)
-  if (!match) {
-    return rawLine
-  }
-  const label = match[1].trim()
-  const value = match[2].trim()
-  if (!BUSINESS_FIELD_LABELS.has(label) || !value) {
-    return rawLine
-  }
-  return `- **${label}**：${value}`
-}
-
-function normalizeConversationText(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.map((nextLine) => normalizeBusinessFieldLine(nextLine)))
-  })
-
-  return normalizedLines.join('\n').replace(/\n{3,}/g, '\n\n').trim()
-}
-
-function hasOnlyTrustedHtmlTags(html = '') {
-  const tagPattern = /<\/?([a-z][\w-]*)([^>]*)>/gi
-  let match = tagPattern.exec(html)
-  while (match) {
-    const tagName = String(match[1] || '').toLowerCase()
-    if (!TRUSTED_HTML_ALLOWED_TAGS.has(tagName)) {
-      return false
-    }
-    const attrText = String(match[2] || '')
-    const attrPattern = /\s([:@\w-]+)\s*=/g
-    let attrMatch = attrPattern.exec(attrText)
-    while (attrMatch) {
-      const attrName = String(attrMatch[1] || '').toLowerCase()
-      if (!TRUSTED_HTML_ALLOWED_ATTRS.has(attrName)) {
-        return false
-      }
-      attrMatch = attrPattern.exec(attrText)
-    }
-    match = tagPattern.exec(html)
-  }
-  return true
-}
-
-function sanitizeTrustedHtmlBlock(html = '') {
-  const value = String(html || '').trim()
-  if (!value || !value.includes('class="ai-document-card-list"')) {
-    return ''
-  }
-  if (/<(?:script|style|iframe|object|embed|link|meta|form|input|button|textarea|select)\b/i.test(value)) {
-    return ''
-  }
-  if (/\son[a-z]+\s*=/i.test(value) || /javascript\s*:/i.test(value)) {
-    return ''
-  }
-  if (!hasOnlyTrustedHtmlTags(value)) {
-    return ''
-  }
-  const hrefs = [...value.matchAll(/\shref="([^"]*)"/gi)].map((match) => String(match[1] || '').trim())
-  if (hrefs.some((href) => !href.startsWith(DOCUMENT_DETAIL_HREF_PREFIX))) {
-    return ''
-  }
-  return value
-}
-
-function extractTrustedHtmlBlocks(text = '') {
-  const trustedHtmlBlocks = []
-  const content = String(text || '').replace(TRUSTED_HTML_BLOCK_RE, (_match, html) => {
-    const sanitizedHtml = sanitizeTrustedHtmlBlock(html)
-    if (!sanitizedHtml) {
-      return ''
-    }
-    const placeholder = `${TRUSTED_HTML_PLACEHOLDER_PREFIX}${trustedHtmlBlocks.length}`
-    trustedHtmlBlocks.push(sanitizedHtml)
-    return `\n\n${placeholder}\n\n`
-  })
-  return { content, trustedHtmlBlocks }
-}
-
-function restoreTrustedHtmlBlocks(html = '', trustedHtmlBlocks = []) {
-  return trustedHtmlBlocks.reduce((nextHtml, block, index) => {
-    const placeholder = `${TRUSTED_HTML_PLACEHOLDER_PREFIX}${index}`
-    const paragraphPattern = new RegExp(`<p class="ai-html-paragraph">${placeholder}</p>`, 'g')
-    return nextHtml
-      .replace(paragraphPattern, block)
-      .replaceAll(placeholder, block)
-  }, html)
-}
-
 function isFenceLine(line = '') {
  return /^\s*(```|~~~)/.test(String(line || ''))
 }
@@ -501,7 +322,7 @@ export function renderAiConversationHtml(content = '') {
  }

  const extracted = extractTrustedHtmlBlocks(content)
-  const normalized = normalizeConversationText(extracted.content)
+  const normalized = normalizeConversationText(extracted.content, { trim: true })
  if (!normalized) {
    return ''
  }
@@ -628,6 +449,7 @@ export function renderAiConversationHtml(content = '') {

  return restoreTrustedHtmlBlocks(
    `<div class="ai-html-flow">${blocks.filter(Boolean).join('')}</div>`,
-    extracted.trustedHtmlBlocks
+    extracted.trustedHtmlBlocks,
+    { paragraphClass: 'ai-html-paragraph' }
  )
 }
--- a/web/src/utils/conversationTrustedHtml.js
+++ b/web/src/utils/conversationTrustedHtml.js
@@ -0,0 +1,191 @@
+export const DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
+
+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'
+])
+
+const BUSINESS_FIELD_LABELS = new Set([
+  '时间',
+  '地点',
+  '事由',
+  '金额',
+  '费用类型',
+  '报销类型',
+  '商户',
+  '商户/开票方',
+  '客户',
+  '客户/项目对象',
+  '附件',
+  '附件/凭证',
+  '出行方式'
+])
+
+const TRUSTED_HTML_BLOCK_RE = /<!--\s*ai-trusted-html:start\s*-->\s*([\s\S]*?)\s*<!--\s*ai-trusted-html:end\s*-->/g
+const TRUSTED_HTML_PLACEHOLDER_PREFIX = 'AI_TRUSTED_HTML_BLOCK_'
+const TRUSTED_HTML_ALLOWED_TAGS = new Set([
+  'section',
+  'article',
+  'header',
+  'footer',
+  'div',
+  'span',
+  'strong',
+  'a'
+])
+const TRUSTED_HTML_ALLOWED_ATTRS = new Set([
+  'aria-label',
+  'class',
+  'data-ai-action',
+  'href'
+])
+
+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)
+  const body = trimmed.slice(colonIndex + 1).trim()
+  if (!ALLOWED_COLON_HEADING_TITLES.has(title)) {
+    return [rawLine]
+  }
+  return body ? [`### ${title}`, '', body] : [`### ${title}`]
+}
+
+function normalizeBusinessFieldLine(line) {
+  const rawLine = String(line || '')
+  const trimmed = rawLine.trim()
+  if (
+    !trimmed ||
+    trimmed.startsWith('|') ||
+    /^[-*+]\s/.test(trimmed) ||
+    /^#{1,6}\s/.test(trimmed)
+  ) {
+    return rawLine
+  }
+
+  const match = trimmed.match(/^([^：:\n]{1,16})[：:]\s*(.+)$/u)
+  if (!match) {
+    return rawLine
+  }
+  const label = match[1].trim()
+  const value = match[2].trim()
+  if (!BUSINESS_FIELD_LABELS.has(label) || !value) {
+    return rawLine
+  }
+  return `- **${label}**：${value}`
+}
+
+function hasOnlyTrustedHtmlTags(html = '') {
+  const tagPattern = /<\/?([a-z][\w-]*)([^>]*)>/gi
+  let match = tagPattern.exec(html)
+  while (match) {
+    const tagName = String(match[1] || '').toLowerCase()
+    if (!TRUSTED_HTML_ALLOWED_TAGS.has(tagName)) {
+      return false
+    }
+    const attrText = String(match[2] || '')
+    const attrPattern = /\s([:@\w-]+)\s*=/g
+    let attrMatch = attrPattern.exec(attrText)
+    while (attrMatch) {
+      const attrName = String(attrMatch[1] || '').toLowerCase()
+      if (!TRUSTED_HTML_ALLOWED_ATTRS.has(attrName)) {
+        return false
+      }
+      attrMatch = attrPattern.exec(attrText)
+    }
+    match = tagPattern.exec(html)
+  }
+  return true
+}
+
+function sanitizeTrustedHtmlBlock(html = '') {
+  const value = String(html || '').trim()
+  if (!value || !value.includes('class="ai-document-card-list"')) {
+    return ''
+  }
+  if (/<(?:script|style|iframe|object|embed|link|meta|form|input|button|textarea|select)\b/i.test(value)) {
+    return ''
+  }
+  if (/\son[a-z]+\s*=/i.test(value) || /javascript\s*:/i.test(value)) {
+    return ''
+  }
+  if (!hasOnlyTrustedHtmlTags(value)) {
+    return ''
+  }
+  const hrefs = [...value.matchAll(/\shref="([^"]*)"/gi)].map((match) => String(match[1] || '').trim())
+  if (hrefs.some((href) => !href.startsWith(DOCUMENT_DETAIL_HREF_PREFIX))) {
+    return ''
+  }
+  return value
+}
+
+export function normalizeConversationText(text = '', options = {}) {
+  const shouldTrim = Boolean(options.trim)
+  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.map((nextLine) => normalizeBusinessFieldLine(nextLine)))
+  })
+
+  const normalized = normalizedLines.join('\n').replace(/\n{3,}/g, '\n\n')
+  return shouldTrim ? normalized.trim() : normalized
+}
+
+export function extractTrustedHtmlBlocks(text = '') {
+  const trustedHtmlBlocks = []
+  const content = String(text || '').replace(TRUSTED_HTML_BLOCK_RE, (_match, html) => {
+    const sanitizedHtml = sanitizeTrustedHtmlBlock(html)
+    if (!sanitizedHtml) {
+      return ''
+    }
+    const placeholder = `${TRUSTED_HTML_PLACEHOLDER_PREFIX}${trustedHtmlBlocks.length}`
+    trustedHtmlBlocks.push(sanitizedHtml)
+    return `\n\n${placeholder}\n\n`
+  })
+  return { content, trustedHtmlBlocks }
+}
+
+export function restoreTrustedHtmlBlocks(html = '', trustedHtmlBlocks = [], options = {}) {
+  const paragraphClass = String(options.paragraphClass || '').trim()
+  return trustedHtmlBlocks.reduce((nextHtml, block, index) => {
+    const placeholder = `${TRUSTED_HTML_PLACEHOLDER_PREFIX}${index}`
+    const paragraphPattern = paragraphClass
+      ? new RegExp(`<p class="${paragraphClass}">${placeholder}</p>\\n?`, 'g')
+      : new RegExp(`<p>${placeholder}</p>\\n?`, 'g')
+    return nextHtml
+      .replace(paragraphPattern, block)
+      .replaceAll(placeholder, block)
+  }, html)
+}
--- a/web/src/utils/documentCenterViewModel.js
+++ b/web/src/utils/documentCenterViewModel.js
@@ -2,6 +2,12 @@ import { countClaimRisks, resolveArchiveRiskTone } from './archiveCenterListFilt
 import { isNewDocument } from './documentCenterNewState.js'
 import { isArchivedDocumentRow } from './documentCenterRows.js'
 import { sortDocumentRowsByLatestTime } from './documentCenterSort.js'
+import {
+  DOCUMENT_TYPE_ALL,
+  DOCUMENT_TYPE_APPLICATION,
+  DOCUMENT_TYPE_REIMBURSEMENT,
+  resolveDocumentTypeLabel
+} from '../constants/documentProtocol.js'
 import {
  extractDateText,
  formatDocumentListTime,
@@ -10,9 +16,11 @@ import {
 } from './documentCenterTime.js'
 import { normalizeRequestForUi } from './requestViewModel.js'

-export const DOCUMENT_TYPE_ALL = 'all'
-export const DOCUMENT_TYPE_APPLICATION = 'application'
-export const DOCUMENT_TYPE_REIMBURSEMENT = 'reimbursement'
+export {
+  DOCUMENT_TYPE_ALL,
+  DOCUMENT_TYPE_APPLICATION,
+  DOCUMENT_TYPE_REIMBURSEMENT
+}
 export const SCENE_ALL = 'all'
 export const DOCUMENT_SCOPE_ALL = '全部'
 export const DOCUMENT_SCOPE_APPLICATION = '申请单'
@@ -129,7 +137,7 @@ export function buildDocumentRow(request, options = {}) {
  const documentTypeCode = normalized.documentTypeCode || DOCUMENT_TYPE_REIMBURSEMENT
  const documentTypeLabel =
    normalized.documentTypeLabel
-    || (documentTypeCode === DOCUMENT_TYPE_APPLICATION ? '申请单' : '报销单')
+    || resolveDocumentTypeLabel(documentTypeCode)
  const initiatorName = String(
    normalized.person
    || normalized.employeeName
--- a/web/src/utils/markdown.js
+++ b/web/src/utils/markdown.js
@@ -1,4 +1,10 @@
 import MarkdownIt from 'markdown-it'
+import {
+  DOCUMENT_DETAIL_HREF_PREFIX,
+  extractTrustedHtmlBlocks,
+  normalizeConversationText,
+  restoreTrustedHtmlBlocks
+} from './conversationTrustedHtml.js'

 const markdown = new MarkdownIt({
  html: false,
@@ -25,25 +31,6 @@ const ACTION_LINK_CLASS_BY_HREF = {
  '#review-quick-edit': 'markdown-action-link-edit',
  '#review-risk-panel': 'markdown-action-link-risk'
 }
-const DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
-const TRUSTED_HTML_BLOCK_RE = /<!--\s*ai-trusted-html:start\s*-->\s*([\s\S]*?)\s*<!--\s*ai-trusted-html:end\s*-->/g
-const TRUSTED_HTML_PLACEHOLDER_PREFIX = 'AI_TRUSTED_HTML_BLOCK_'
-const TRUSTED_HTML_ALLOWED_TAGS = new Set([
-  'section',
-  'article',
-  'header',
-  'footer',
-  'div',
-  'span',
-  'strong',
-  'a'
-])
-const TRUSTED_HTML_ALLOWED_ATTRS = new Set([
-  'aria-label',
-  'class',
-  'data-ai-action',
-  'href'
-])

 function escapeHtml(text) {
  return String(text || '')
@@ -136,176 +123,8 @@ 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'
-])
-
-const BUSINESS_FIELD_LABELS = new Set([
-  '时间',
-  '地点',
-  '事由',
-  '金额',
-  '费用类型',
-  '报销类型',
-  '商户',
-  '商户/开票方',
-  '客户',
-  '客户/项目对象',
-  '附件',
-  '附件/凭证',
-  '出行方式'
-])
-
-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 ? [`### ${titleText}`, '', body] : [`### ${titleText}`]
-}
-
-function normalizeBusinessFieldLine(line) {
-  const rawLine = String(line || '')
-  const trimmed = rawLine.trim()
-  if (
-    !trimmed ||
-    trimmed.startsWith('|') ||
-    /^[-*+]\s/.test(trimmed) ||
-    /^#{1,6}\s/.test(trimmed)
-  ) {
-    return rawLine
-  }
-
-  const match = trimmed.match(/^([^：:\n]{1,16})[：:]\s*(.+)$/u)
-  if (!match) {
-    return rawLine
-  }
-  const label = match[1].trim()
-  const value = match[2].trim()
-  if (!BUSINESS_FIELD_LABELS.has(label) || !value) {
-    return rawLine
-  }
-  return `- **${label}**：${value}`
-}
-
-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.map((nextLine) => normalizeBusinessFieldLine(nextLine)))
-  })
-
-  return normalizedLines.join('\n').replace(/\n{3,}/g, '\n\n')
-}
-
-function hasOnlyTrustedHtmlTags(html = '') {
-  const tagPattern = /<\/?([a-z][\w-]*)([^>]*)>/gi
-  let match = tagPattern.exec(html)
-  while (match) {
-    const tagName = String(match[1] || '').toLowerCase()
-    if (!TRUSTED_HTML_ALLOWED_TAGS.has(tagName)) {
-      return false
-    }
-    const attrText = String(match[2] || '')
-    const attrPattern = /\s([:@\w-]+)\s*=/g
-    let attrMatch = attrPattern.exec(attrText)
-    while (attrMatch) {
-      const attrName = String(attrMatch[1] || '').toLowerCase()
-      if (!TRUSTED_HTML_ALLOWED_ATTRS.has(attrName)) {
-        return false
-      }
-      attrMatch = attrPattern.exec(attrText)
-    }
-    match = tagPattern.exec(html)
-  }
-  return true
-}
-
-function sanitizeTrustedHtmlBlock(html = '') {
-  const value = String(html || '').trim()
-  if (!value || !value.includes('class="ai-document-card-list"')) {
-    return ''
-  }
-  if (/<(?:script|style|iframe|object|embed|link|meta|form|input|button|textarea|select)\b/i.test(value)) {
-    return ''
-  }
-  if (/\son[a-z]+\s*=/i.test(value) || /javascript\s*:/i.test(value)) {
-    return ''
-  }
-  if (!hasOnlyTrustedHtmlTags(value)) {
-    return ''
-  }
-  const hrefs = [...value.matchAll(/\shref="([^"]*)"/gi)].map((match) => String(match[1] || '').trim())
-  if (hrefs.some((href) => !href.startsWith(DOCUMENT_DETAIL_HREF_PREFIX))) {
-    return ''
-  }
-  return value
-}
-
-function extractTrustedHtmlBlocks(text = '') {
-  const trustedHtmlBlocks = []
-  const content = String(text || '').replace(TRUSTED_HTML_BLOCK_RE, (_match, html) => {
-    const sanitizedHtml = sanitizeTrustedHtmlBlock(html)
-    if (!sanitizedHtml) {
-      return ''
-    }
-    const placeholder = `${TRUSTED_HTML_PLACEHOLDER_PREFIX}${trustedHtmlBlocks.length}`
-    trustedHtmlBlocks.push(sanitizedHtml)
-    return `\n\n${placeholder}\n\n`
-  })
-  return { content, trustedHtmlBlocks }
-}
-
-function restoreTrustedHtmlBlocks(html = '', trustedHtmlBlocks = []) {
-  return trustedHtmlBlocks.reduce((nextHtml, block, index) => {
-    const placeholder = `${TRUSTED_HTML_PLACEHOLDER_PREFIX}${index}`
-    const paragraphPattern = new RegExp(`<p>${placeholder}</p>\\n?`, 'g')
-    return nextHtml
-      .replace(paragraphPattern, block)
-      .replaceAll(placeholder, block)
-  }, html)
-}
-
 export function renderMarkdown(text = '') {
  const { content, trustedHtmlBlocks } = extractTrustedHtmlBlocks(text)
-  const normalized = normalizeColonHeadings(content).trim()
+  const normalized = normalizeConversationText(content).trim()
  return normalized ? restoreTrustedHtmlBlocks(markdown.render(normalized), trustedHtmlBlocks) : ''
 }
--- a/web/src/views/AppShellRouteView.vue
+++ b/web/src/views/AppShellRouteView.vue
@@ -34,6 +34,7 @@
          @new-chat="openAiSidebarNewChat"
          @open-recent="openAiSidebarRecent"
          @rename-conversation="handleAiConversationRename"
+          @prefetch-view="prefetchAppView"
          @logout="handleLogout"
        />
        <SidebarRail
@@ -49,6 +50,7 @@
          @logout="handleLogout"
          @toggle-collapse="toggleSidebarCollapsed"
          @navigate="handleNavigateWithMobileClose"
+          @prefetch-view="prefetchAppView"
        />
      </Transition>
    </div>
@@ -243,24 +245,18 @@ import AiSidebarRail from '../components/layout/AiSidebarRail.vue'
 import SidebarRail from '../components/layout/SidebarRail.vue'
 import TopBar from '../components/layout/TopBar.vue'
 import FilterBar from '../components/layout/FilterBar.vue'
-import AuditView from './AuditView.vue'
-import BudgetCenterView from './BudgetCenterView.vue'
-import DigitalEmployeesView from './DigitalEmployeesView.vue'
-import DocumentsCenterView from './DocumentsCenterView.vue'
-import EmployeeManagementView from './EmployeeManagementView.vue'
-import OverviewView from './OverviewView.vue'
-import PersonalWorkbenchView from './PersonalWorkbenchView.vue'
-import PoliciesView from './PoliciesView.vue'
-import ReceiptFolderView from './ReceiptFolderView.vue'
-import SettingsView from './SettingsView.vue'
-import TravelReimbursementCreateView from './TravelReimbursementCreateView.vue'
-import TravelRequestDetailView from './TravelRequestDetailView.vue'

 import { useAppShell } from '../composables/useAppShell.js'
 import { useSystemState } from '../composables/useSystemState.js'
 import { filterNavItemsByAccess, isPlatformAdminUser } from '../utils/accessControl.js'
 import { isBusinessDocumentReference } from '../utils/aiDocumentDetailReference.js'
 import { loadAiWorkbenchConversationHistory, saveAiWorkbenchConversation } from '../utils/aiWorkbenchConversationStore.js'
+import {
+  defineAsyncModalView,
+  defineAsyncRouteView,
+  preloadAppView,
+  scheduleRelatedAppViewPreload
+} from './scripts/appShellAsyncViews.js'

 const employeeSummary = ref(null)
 const knowledgeSummary = ref(null)
@@ -300,6 +296,18 @@ const aiSidebarCommandSeq = ref(0)
 const aiSidebarCommand = ref({ seq: 0, type: '', payload: null })
 const aiActiveConversationId = ref('')
 const aiConversationHistory = ref([])
+const AuditView = defineAsyncRouteView('audit')
+const BudgetCenterView = defineAsyncRouteView('budget')
+const DigitalEmployeesView = defineAsyncRouteView('digitalEmployees')
+const DocumentsCenterView = defineAsyncRouteView('documents')
+const EmployeeManagementView = defineAsyncRouteView('employees')
+const OverviewView = defineAsyncRouteView('overview')
+const PersonalWorkbenchView = defineAsyncRouteView('workbench')
+const PoliciesView = defineAsyncRouteView('policies')
+const ReceiptFolderView = defineAsyncRouteView('receiptFolder')
+const SettingsView = defineAsyncRouteView('settings')
+const TravelReimbursementCreateView = defineAsyncModalView('travelCreate')
+const TravelRequestDetailView = defineAsyncRouteView('travelDetail')

 function toggleSidebarCollapsed() {
  sidebarCollapsed.value = !sidebarCollapsed.value
@@ -310,6 +318,10 @@ function handleNavigateWithMobileClose(viewId) {
  mobileSidebarOpen.value = false
 }

+function prefetchAppView(viewId) {
+  void preloadAppView(viewId).catch(() => {})
+}
+
 function toggleWorkbenchMode() {
  const nextMode = workbenchMode.value === 'ai' ? 'traditional' : 'ai'
  if (nextMode === 'ai') {
@@ -580,4 +592,12 @@ watch(
  },
  { immediate: true }
 )
+
+watch(
+  () => activeView.value,
+  (view) => {
+    scheduleRelatedAppViewPreload(view)
+  },
+  { immediate: true }
+)
 </script>
--- a/web/src/views/scripts/appShellAsyncViews.js
+++ b/web/src/views/scripts/appShellAsyncViews.js
@@ -0,0 +1,86 @@
+import { defineAsyncComponent } from 'vue'
+
+import AppModalLoadingState from '../../components/shared/AppModalLoadingState.vue'
+import AppViewLoadingState from '../../components/shared/AppViewLoadingState.vue'
+
+const appViewLoaders = {
+  audit: () => import('../AuditView.vue'),
+  budget: () => import('../BudgetCenterView.vue'),
+  digitalEmployees: () => import('../DigitalEmployeesView.vue'),
+  documents: () => import('../DocumentsCenterView.vue'),
+  employees: () => import('../EmployeeManagementView.vue'),
+  overview: () => import('../OverviewView.vue'),
+  policies: () => import('../PoliciesView.vue'),
+  receiptFolder: () => import('../ReceiptFolderView.vue'),
+  settings: () => import('../SettingsView.vue'),
+  travelCreate: () => import('../TravelReimbursementCreateView.vue'),
+  travelDetail: () => import('../TravelRequestDetailView.vue'),
+  workbench: () => import('../PersonalWorkbenchView.vue')
+}
+
+const appViewPreloadCache = new Map()
+
+const relatedPreloadViews = {
+  audit: ['documents', 'policies'],
+  budget: ['documents', 'overview'],
+  digitalEmployees: ['overview', 'settings'],
+  documents: ['travelDetail', 'workbench'],
+  employees: ['settings', 'overview'],
+  overview: ['workbench', 'documents'],
+  policies: ['audit', 'documents'],
+  receiptFolder: ['documents', 'workbench'],
+  settings: ['digitalEmployees', 'employees'],
+  workbench: ['documents', 'receiptFolder']
+}
+
+export function preloadAppView(viewId) {
+  const normalizedViewId = String(viewId || '').trim()
+  const loader = appViewLoaders[normalizedViewId]
+  if (!loader) {
+    return Promise.resolve(null)
+  }
+  if (!appViewPreloadCache.has(normalizedViewId)) {
+    appViewPreloadCache.set(
+      normalizedViewId,
+      loader().catch((error) => {
+        appViewPreloadCache.delete(normalizedViewId)
+        throw error
+      })
+    )
+  }
+  return appViewPreloadCache.get(normalizedViewId)
+}
+
+export function defineAsyncRouteView(viewId, options = {}) {
+  return defineAsyncComponent({
+    loader: () => preloadAppView(viewId),
+    loadingComponent: options.loadingComponent || AppViewLoadingState,
+    delay: options.delay ?? 160,
+    timeout: options.timeout ?? 30000,
+    suspensible: false
+  })
+}
+
+export function defineAsyncModalView(viewId) {
+  return defineAsyncRouteView(viewId, {
+    loadingComponent: AppModalLoadingState,
+    delay: 80
+  })
+}
+
+export function scheduleRelatedAppViewPreload(viewId) {
+  const views = relatedPreloadViews[String(viewId || '').trim()] || []
+  if (!views.length || typeof window === 'undefined') {
+    return
+  }
+  const runPreload = () => {
+    for (const view of views.slice(0, 2)) {
+      void preloadAppView(view).catch(() => {})
+    }
+  }
+  if (typeof window.requestIdleCallback === 'function') {
+    window.requestIdleCallback(runPreload, { timeout: 1600 })
+    return
+  }
+  window.setTimeout(runPreload, 360)
+}
--- a/web/src/views/scripts/travelReimbursementCreateReviewModel.js
+++ b/web/src/views/scripts/travelReimbursementCreateReviewModel.js
@@ -1,319 +1,14 @@
-import {
-  DATE_INPUT_FORMAT,
-  buildReviewAttachmentStatus,
-  cloneReviewEditFields,
-  createEmptyInlineReviewState,
-  formatAmountDisplay,
-  formatReviewSceneDisplayValue,
-  normalizeReviewRiskLevel,
-  shouldShowReviewFactCard,
-  buildBusinessTimeContextFromReviewValues as buildBusinessTimeContextFromReviewValuesModel,
-  buildReviewFormContextFromPayload as buildReviewFormContextFromPayloadModel,
-  isTravelReviewPayload as isTravelReviewPayloadModel,
-  resolveReviewTravelTransportType as resolveReviewTravelTransportTypeModel
-} from './travelReimbursementReviewModel.js'
-
-const REVIEW_PANEL_SCOPE_OVERVIEW = 'overview'
-const REVIEW_PANEL_SCOPE_DOCUMENTS = 'documents'
-const REVIEW_PANEL_SCOPE_RISK = 'risk'
-const DEPRECATED_REVIEW_RISK_TITLE_KEYWORDS = ['历史报销画像', '用户画像', '制度注意事项', '制度注意']
-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
-
-const REVIEW_RISK_LEVEL_META = {
-  high: {
-    label: '高风险',
-    icon: 'mdi mdi-alert-octagon-outline',
-    suggestion: '建议先处理该项，再提交审批；如果属于合理业务场景，请补充说明或附件。'
-  },
-  medium: {
-    label: '中风险',
-    icon: 'mdi mdi-alert-circle-outline',
-    suggestion: '提交前建议核对业务真实性、附件完整性和规则口径。'
-  },
-  info: {
-    label: '提示',
-    icon: 'mdi mdi-information-outline',
-    suggestion: '该项主要用于辅助判断，可结合当前单据情况简单核对。'
-  },
-  low: {
-    label: '低风险',
-    icon: 'mdi mdi-information-outline',
-    suggestion: '该项主要用于辅助判断，可结合当前单据情况简单核对。'
-  }
-}
-
-export function normalizeReviewPanelScope(scope) {
-  const normalized = String(scope || '').trim()
-  return [REVIEW_PANEL_SCOPE_OVERVIEW, REVIEW_PANEL_SCOPE_DOCUMENTS, REVIEW_PANEL_SCOPE_RISK].includes(normalized)
-    ? normalized
-    : ''
-}
-
-export function canExposeReviewPanelScope(scope) {
-  return Boolean(normalizeReviewPanelScope(scope))
-}
-
-export function buildBusinessTimeContextFromReviewValues(values = {}) {
-  return buildBusinessTimeContextFromReviewValuesModel(values)
-}
-
-export function buildReviewFormContextFromPayload(reviewPayload, inlineState = null) {
-  return buildReviewFormContextFromPayloadModel(reviewPayload, inlineState)
-}
-
-export function buildReviewCorrectionMessage(fields) {
-  const lines = ['请按以下核对后的报销信息更新当前识别结果：']
-  for (const item of cloneReviewEditFields(fields)) {
-    if (!item.label || (!item.value && !item.required)) {
-      continue
-    }
-    lines.push(`${item.label}：${String(item.value || '').trim() || '待补充'}`)
-  }
-  return lines.join('\n')
-}
-
-export function isTravelReviewPayload(reviewPayload, inlineState = createEmptyInlineReviewState()) {
-  return isTravelReviewPayloadModel(reviewPayload, inlineState)
-}
-
-export function resolveReviewTravelTransportType(reviewPayload, fallbackText = '') {
-  return resolveReviewTravelTransportTypeModel(reviewPayload, fallbackText)
-}
-
-export function resolveReviewRiskBriefs(reviewPayload) {
-  if (!Array.isArray(reviewPayload?.risk_briefs)) return []
-  return reviewPayload.risk_briefs.filter((item) => {
-    const title = String(item?.title || '').trim()
-    return !DEPRECATED_REVIEW_RISK_TITLE_KEYWORDS.some((keyword) => title.includes(keyword))
-  })
-}
-
-export function buildReviewFactCards(reviewPayload, inlineState = createEmptyInlineReviewState()) {
-  const pendingAttachmentCount = Math.max(0, Number(inlineState.pending_attachment_count || 0))
-  const totalAttachmentCount = Math.max(0, Number(inlineState.attachment_count || 0))
-  const existingAttachmentCount = Math.max(0, totalAttachmentCount - pendingAttachmentCount)
-  const attachmentStatus =
-    pendingAttachmentCount > 0
-      ? existingAttachmentCount > 0
-        ? `已上传 ${existingAttachmentCount} 份，待新增 ${pendingAttachmentCount} 份`
-        : `待保存 ${pendingAttachmentCount} 份`
-      : totalAttachmentCount > 0
-        ? `已上传 ${totalAttachmentCount} 份`
-        : buildReviewAttachmentStatus(reviewPayload)
-  if (isTravelReviewPayload(reviewPayload, inlineState)) {
-    return [
-      {
-        key: 'occurred_date',
-        label: '发生时间',
-        value: String(inlineState.occurred_date || '').trim() || '待补充',
-        icon: 'mdi mdi-calendar-month-outline',
-        editor: 'date',
-        modelKey: 'occurred_date',
-        placeholder: `例如 ${DATE_INPUT_FORMAT}`
-      },
-      {
-        key: 'amount',
-        label: '金额',
-        value: formatAmountDisplay(inlineState.amount) || '待补充',
-        icon: 'mdi mdi-cash',
-        editor: 'amount',
-        modelKey: 'amount',
-        placeholder: '例如 200.00'
-      },
-      {
-        key: 'transport_type',
-        label: '交通类型',
-        value: String(inlineState.transport_type || '').trim() || '待确认',
-        icon: 'mdi mdi-train-car',
-        editor: 'text',
-        modelKey: 'transport_type',
-        placeholder: '例如 火车/高铁、飞机'
-      },
-      {
-        key: 'hotel_name',
-        label: '酒店名称',
-        value: String(inlineState.merchant_name || '').trim() || '待补充',
-        icon: 'mdi mdi-bed-outline',
-        editor: 'text',
-        modelKey: 'merchant_name',
-        placeholder: '请输入酒店名称'
-      },
-      {
-        key: 'travel_purpose',
-        label: '出差事宜',
-        value: String(inlineState.reason_value || '').trim() || '待补充',
-        icon: 'mdi mdi-briefcase-edit-outline',
-        editor: 'textarea',
-        modelKey: 'reason_value',
-        placeholder: '请填写本次出差的具体工作内容或业务意图',
-        wide: true
-      }
-    ]
-  }
-  const cards = [
-    {
-      key: 'occurred_date',
-      label: '发生时间',
-      value: String(inlineState.occurred_date || '').trim() || '待补充',
-      icon: 'mdi mdi-calendar-month-outline',
-      editor: 'date',
-      modelKey: 'occurred_date',
-      placeholder: `例如 ${DATE_INPUT_FORMAT}`
-    },
-    {
-      key: 'amount',
-      label: '金额',
-      value: formatAmountDisplay(inlineState.amount) || '待补充',
-      icon: 'mdi mdi-cash',
-      editor: 'amount',
-      modelKey: 'amount',
-      placeholder: '例如 200.00'
-    },
-    {
-      key: 'scene',
-      label: '场景 / 事由',
-      value: formatReviewSceneDisplayValue(inlineState),
-      icon: 'mdi mdi-silverware-fork-knife',
-      editor: 'select',
-      modelKey: 'scene_label',
-      placeholder: '请选择场景'
-    },
-    {
-      key: 'attachments',
-      label: '票据状态',
-      value: attachmentStatus,
-      icon: 'mdi mdi-file-document-outline',
-      editor: 'upload',
-      modelKey: 'attachment_names',
-      placeholder: ''
-    }
-  ]
-
-  if (shouldShowReviewFactCard(reviewPayload, 'customer_name', inlineState.customer_name)) {
-    cards.splice(cards.length - 1, 0, {
-      key: 'customer_name',
-      label: '关联客户',
-      value: String(inlineState.customer_name || '').trim() || '待补充',
-      icon: 'mdi mdi-domain',
-      editor: 'text',
-      modelKey: 'customer_name',
-      placeholder: '请输入客户名称'
-    })
-  }
-
-  if (shouldShowReviewFactCard(reviewPayload, 'location', inlineState.location)) {
-    cards.splice(cards.length - 1, 0, {
-      key: 'location',
-      label: '业务地点',
-      value: String(inlineState.location || '').trim() || '待补充',
-      icon: 'mdi mdi-map-marker-outline',
-      editor: 'text',
-      modelKey: 'location',
-      placeholder: '请输入业务地点'
-    })
-  }
-
-  if (shouldShowReviewFactCard(reviewPayload, 'merchant_name', inlineState.merchant_name)) {
-    cards.splice(cards.length - 1, 0, {
-      key: 'merchant_name',
-      label: '酒店/商户',
-      value: String(inlineState.merchant_name || '').trim() || '待补充',
-      icon: 'mdi mdi-storefront-outline',
-      editor: 'text',
-      modelKey: 'merchant_name',
-      placeholder: '请输入酒店或商户名称'
-    })
-  }
-
-  if (shouldShowReviewFactCard(reviewPayload, 'participants', inlineState.participants)) {
-    cards.splice(cards.length - 1, 0, {
-      key: 'participants',
-      label: '同行人员',
-      value: String(inlineState.participants || '').trim() || '待补充',
-      icon: 'mdi mdi-account-group-outline',
-      editor: 'text',
-      modelKey: 'participants',
-      placeholder: '例如 客户 2 人，我方 1 人'
-    })
-  }
-
-  return cards
-}
-
-function normalizeReviewRiskTitle(title, fallbackTitle) {
-  const normalized = String(title || '').trim()
-  const fallback = String(fallbackTitle || '风险提示').trim() || '风险提示'
-  if (!normalized) return fallback
-  const cleaned = normalized
-    .replace(/AI\s*预审\s*(暂未通过|未通过|不通过)?/g, '风险提示')
-    .replace(/(高风险|中风险|低风险)/g, '')
-    .replace(/^[：:\-—\s]+|[：:\-—\s]+$/g, '')
-    .trim()
-  return cleaned || fallback
-}
-
-export function buildReviewRiskItems(reviewPayload) {
-  return resolveReviewRiskBriefs(reviewPayload)
-    .map((brief, index) => {
-      const title = String(brief?.title || '').trim()
-      const content = String(brief?.content || '').trim()
-      const detail = String(brief?.detail || '').trim()
-      const suggestion = String(brief?.suggestion || '').trim()
-      const level = normalizeReviewRiskLevel(brief?.level)
-      const meta = REVIEW_RISK_LEVEL_META[level] || REVIEW_RISK_LEVEL_META.low
-      const fallbackTitle = content ? `风险提示 ${index + 1}` : '风险提示'
-      const normalizedTitle = normalizeReviewRiskTitle(title, fallbackTitle)
-      const summary = content || normalizedTitle
-
-      if (!normalizedTitle && !summary) return null
-
-      return {
-        key: `${level}-${normalizedTitle}-${index}`,
-        title: normalizedTitle,
-        summary,
-        detail: detail || content || '当前风险项没有返回更长解释，建议结合票据、报销事由和规则要求进行复核。',
-        level,
-        levelLabel: meta.label,
-        icon: meta.icon,
-        sourceLabel: meta.label,
-        suggestion: suggestion || meta.suggestion
-      }
-    })
-    .filter(Boolean)
-}
-
-export function buildReviewRiskConversationText(item, detailTarget = {}) {
-  const title = String(item?.title || '风险提示').trim()
-  const summary = String(item?.summary || '').trim()
-  const detail = String(item?.detail || '').trim()
-  const suggestion = String(item?.suggestion || '').trim()
-  const isInfo = String(item?.level || '').trim() === 'info'
-  const detailHref = String(detailTarget?.href || '').trim()
-  const detailLabel = String(detailTarget?.label || '').trim() || '进入该单据详情重新填写'
-  const lines = [`${title}`]
-
-  if (summary) {
-    lines.push('', `${isInfo ? '提示内容' : '风险点'}：${summary}`)
-  }
-  if (detail && detail !== summary) {
-    lines.push('', `规则依据：${detail}`)
-  }
-  if (suggestion) {
-    lines.push('', `${isInfo ? '处理建议' : '修改建议'}：${suggestion}`)
-  }
-  if (detailHref) {
-    lines.push('', `[${detailLabel}](${detailHref})`)
-  }
-  return lines.join('\n')
-}
-
-export 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 {
+  buildBusinessTimeContextFromReviewValues,
+  buildReviewCorrectionMessage,
+  buildReviewFactCards,
+  buildReviewFormContextFromPayload,
+  buildReviewMainMessageText,
+  buildReviewRiskConversationText,
+  buildReviewRiskItems,
+  canExposeReviewPanelScope,
+  isTravelReviewPayload,
+  normalizeReviewPanelScope,
+  resolveReviewRiskBriefs,
+  resolveReviewTravelTransportType
+} from './travelReimbursementReviewPanelModel.js'
--- a/web/tests/ai-sidebar-rail-mode.test.mjs
+++ b/web/tests/ai-sidebar-rail-mode.test.mjs
@@ -97,7 +97,7 @@ test('AI sidebar has quick actions, business navigation and conversation history
  assert.match(aiSidebar, /class="ai-nav-list"/)
  assert.match(aiSidebar, /v-for="item in businessNavItems"/)
  assert.match(aiSidebar, /ai-nav-copy/)
-  assert.match(aiSidebar, /item\.aiIcon/)
+  assert.match(aiSidebar, /item\.aiIconPaths/)
  assert.match(aiSidebar, /aria-current/)
  assert.doesNotMatch(aiSidebar, /displayHint/)
  assert.doesNotMatch(aiSidebar, /个人工作台/)
@@ -136,7 +136,7 @@ test('AI sidebar has quick actions, business navigation and conversation history
  assert.match(aiSidebar, /displayUser\.subtitle/)
  assert.match(aiSidebar, /aria-label="用户操作"/)
  assert.match(aiSidebar, /emit\('logout'\)/)
-  assert.match(aiSidebar, /defineEmits\(\['navigate', 'new-chat', 'open-recent', 'rename-conversation', 'logout'\]\)/)
+  assert.match(aiSidebar, /defineEmits\(\['navigate', 'new-chat', 'open-recent', 'rename-conversation', 'logout', 'prefetch-view'\]\)/)
  assert.doesNotMatch(aiSidebar, /search-chat/)
  assert.doesNotMatch(aiSidebar, /打开系统设置/)
  assert.doesNotMatch(aiSidebar, /mdi-chevron-up/)
@@ -154,10 +154,21 @@ test('AI sidebar visual treatment keeps a restrained three-layer workspace', ()
  assert.match(aiSidebarStyles, /\.ai-rail-brand\s*\{[\s\S]*min-height:\s*74px;[\s\S]*grid-template-columns:\s*42px minmax\(0,\s*1fr\);/)
  assert.match(aiSidebarStyles, /\.ai-brand-logo\s*\{[\s\S]*width:\s*42px;[\s\S]*height:\s*42px;/)
  assert.match(aiSidebarStyles, /\.ai-brand-logo svg\s*\{[\s\S]*width:\s*26px;[\s\S]*height:\s*26px;/)
-  assert.match(aiSidebar, /icon:\s*'mdi mdi-plus'/)
+  assert.match(aiSidebar, /const tablerIconPaths = \{/)
+  assert.match(aiSidebar, /plus:\s*\[/)
+  assert.match(aiSidebar, /search:\s*\[/)
+  assert.match(aiSidebar, /fileText:\s*\[/)
+  assert.match(aiSidebar, /book2:\s*\[/)
+  assert.match(aiSidebar, /iconPaths:\s*tablerIconPaths\.plus/)
+  assert.match(aiSidebar, /aiIconPaths:\s*sidebarMeta\[item\.id\]\?\.iconPaths/)
+  assert.doesNotMatch(aiSidebar, /icon:\s*'mdi mdi-plus'/)
+  assert.doesNotMatch(aiSidebar, /mdi mdi-file-document-outline/)
+  assert.match(aiSidebarStyles, /\.ai-sidebar-tabler-icon\s*\{[\s\S]*stroke-width:\s*1\.85;/)
  assert.match(aiSidebarStyles, /\.ai-rail-quick\s*\{[\s\S]*gap:\s*6px;[\s\S]*padding:\s*8px 18px 12px;/)
  assert.match(quickButtonBlock, /min-height:\s*48px;/)
-  assert.match(quickButtonBlock, /grid-template-columns:\s*28px minmax\(0,\s*1fr\);/)
+  assert.match(quickButtonBlock, /grid-template-columns:\s*32px minmax\(0,\s*1fr\);/)
+  assert.match(quickButtonBlock, /gap:\s*12px;/)
+  assert.match(quickButtonBlock, /padding:\s*7px 10px;/)
  assert.match(quickButtonBlock, /background:\s*transparent;/)
  assert.match(quickButtonBlock, /border-color:\s*transparent;/)
  assert.match(quickButtonBlock, /box-shadow:\s*none;/)
@@ -170,7 +181,12 @@ test('AI sidebar visual treatment keeps a restrained three-layer workspace', ()
  assert.doesNotMatch(navListBlock, /box-shadow:/)
  assert.match(aiSidebarStyles, /\.ai-nav-btn\s*\{[\s\S]*min-height:\s*48px;/)
  assert.match(aiSidebarStyles, /\.ai-nav-btn\s*\{[\s\S]*grid-template-columns:\s*32px minmax\(0,\s*1fr\);/)
-  assert.match(aiSidebarStyles, /\.ai-nav-btn\.active\s*\{[\s\S]*background:[\s\S]*linear-gradient\(90deg,\s*rgba\(45,\s*114,\s*217,\s*0\.095\)/)
+  assert.match(aiSidebarStyles, /\.ai-quick-btn:hover,\s*\.ai-quick-btn\.active,\s*\.ai-nav-btn:hover,\s*\.ai-nav-btn\.active\s*\{[\s\S]*background:\s*rgba\(15,\s*23,\s*42,\s*0\.035\);/)
+  assert.doesNotMatch(aiSidebarStyles, /\.ai-nav-btn::before/)
+  assert.doesNotMatch(aiSidebarStyles, /\.ai-nav-btn\.active::before/)
+  assert.doesNotMatch(aiSidebarStyles, /\.ai-nav-btn\.active \.ai-nav-copy/)
+  assert.doesNotMatch(aiSidebarStyles, /\.ai-rail\.rail-collapsed \.ai-nav-btn\.active/)
+  assert.doesNotMatch(aiSidebarStyles, /linear-gradient\(90deg,\s*rgba\(45,\s*114,\s*217,\s*0\.095\)/)
  assert.match(aiSidebarStyles, /\.ai-rail\.rail-collapsed \.ai-nav-list\s*\{[\s\S]*grid-template-columns:\s*1fr;/)
  assert.match(aiSidebarStyles, /\.ai-rail-recents\s*\{[\s\S]*grid-template-rows:\s*auto minmax\(0,\s*1fr\);/)
  assert.match(aiSidebarStyles, /\.ai-recents-list\s*\{[\s\S]*overflow-y:\s*auto;[\s\S]*scrollbar-width:\s*none;/)
--- a/web/tests/app-shell-route-loading.test.mjs
+++ b/web/tests/app-shell-route-loading.test.mjs
@@ -8,23 +8,65 @@ const shell = readFileSync(
  'utf8'
 )
 const router = readFileSync(fileURLToPath(new URL('../src/router/index.js', import.meta.url)), 'utf8')
+const sidebarRail = readFileSync(
+  fileURLToPath(new URL('../src/components/layout/SidebarRail.vue', import.meta.url)),
+  'utf8'
+)
+const aiSidebarRail = readFileSync(
+  fileURLToPath(new URL('../src/components/layout/AiSidebarRail.vue', import.meta.url)),
+  'utf8'
+)

-test('app shell main route views are eagerly imported', () => {
-  assert.doesNotMatch(shell, /defineAsyncRouteView/)
-  assert.doesNotMatch(shell, /defineAsyncComponent/)
-  assert.doesNotMatch(shell, /loadingComponent:/)
-  assert.doesNotMatch(shell, /\u9875\u9762\u5207\u6362\u4e2d/)
-  assert.doesNotMatch(shell, /floating:\s*true/)
-  assert.doesNotMatch(shell, /blocking:\s*true/)
-  assert.match(shell, /import AuditView from '\.\/AuditView\.vue'/)
-  assert.match(shell, /import DigitalEmployeesView from '\.\/DigitalEmployeesView\.vue'/)
-  assert.match(shell, /import EmployeeManagementView from '\.\/EmployeeManagementView\.vue'/)
-  assert.match(shell, /import DocumentsCenterView from '\.\/DocumentsCenterView\.vue'/)
-  assert.match(shell, /import BudgetCenterView from '\.\/BudgetCenterView\.vue'/)
+test('app shell lazily loads heavy business views with an in-workarea loading state', () => {
+  assert.match(shell, /defineAsyncRouteView\('audit'\)/)
+  assert.match(shell, /defineAsyncRouteView\('documents'\)/)
+  assert.match(shell, /defineAsyncRouteView\('workbench'\)/)
+  assert.match(shell, /defineAsyncModalView\('travelCreate'\)/)
+  assert.match(shell, /function prefetchAppView\(viewId\)/)
+  assert.match(shell, /@prefetch-view="prefetchAppView"/)
+  assert.doesNotMatch(shell, /import AuditView from '\.\/AuditView\.vue'/)
+  assert.doesNotMatch(shell, /import DigitalEmployeesView from '\.\/DigitalEmployeesView\.vue'/)
+  assert.doesNotMatch(shell, /import EmployeeManagementView from '\.\/EmployeeManagementView\.vue'/)
+  assert.doesNotMatch(shell, /import DocumentsCenterView from '\.\/DocumentsCenterView\.vue'/)
+  assert.doesNotMatch(shell, /import BudgetCenterView from '\.\/BudgetCenterView\.vue'/)
 })

-test('top-level app routes are eagerly imported', () => {
-  assert.doesNotMatch(router, /\(\)\s*=>\s*import\(/)
+test('app view preloading is triggered from both standard and AI sidebars', () => {
+  assert.match(sidebarRail, /'prefetch-view'/)
+  assert.match(sidebarRail, /@mouseenter="emit\('prefetch-view', item\.id\)"/)
+  assert.match(sidebarRail, /@focus="emit\('prefetch-view', item\.id\)"/)
+  assert.match(aiSidebarRail, /'prefetch-view'/)
+  assert.match(aiSidebarRail, /@mouseenter="emit\('prefetch-view', item\.id\)"/)
+  assert.match(aiSidebarRail, /@focus="emit\('prefetch-view', item\.id\)"/)
+})
+
+test('async app view loader keeps transitions nonblocking and visible', () => {
+  const asyncViews = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/appShellAsyncViews.js', import.meta.url)),
+    'utf8'
+  )
+  const loadingState = readFileSync(
+    fileURLToPath(new URL('../src/components/shared/AppViewLoadingState.vue', import.meta.url)),
+    'utf8'
+  )
+  const modalLoadingState = readFileSync(
+    fileURLToPath(new URL('../src/components/shared/AppModalLoadingState.vue', import.meta.url)),
+    'utf8'
+  )
+
+  assert.match(asyncViews, /defineAsyncComponent/)
+  assert.match(asyncViews, /loadingComponent:\s*options\.loadingComponent \|\| AppViewLoadingState/)
+  assert.match(asyncViews, /loadingComponent:\s*AppModalLoadingState/)
+  assert.match(asyncViews, /suspensible:\s*false/)
+  assert.match(asyncViews, /requestIdleCallback/)
+  assert.match(loadingState, /正在加载页面内容/)
+  assert.match(loadingState, /app-view-loading-skeleton/)
+  assert.match(modalLoadingState, /Teleport to="body"/)
+  assert.match(modalLoadingState, /正在打开智能工作台/)
+})
+
+test('top-level shell routes stay eager so the layout does not blank during navigation', () => {
+  assert.doesNotMatch(router, /component:\s*\(\)\s*=>\s*import\(\s*'\.\.\/views\/AppShellRouteView\.vue'/)
  assert.match(router, /import AppShellRouteView from '\.\.\/views\/AppShellRouteView\.vue'/)
  assert.match(router, /import LoginRouteView from '\.\.\/views\/LoginRouteView\.vue'/)
  assert.match(router, /import SetupRouteView from '\.\.\/views\/SetupRouteView\.vue'/)
--- a/web/tests/conversation-trusted-html.test.mjs
+++ b/web/tests/conversation-trusted-html.test.mjs
@@ -0,0 +1,61 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  extractTrustedHtmlBlocks,
+  normalizeConversationText,
+  restoreTrustedHtmlBlocks
+} from '../src/utils/conversationTrustedHtml.js'
+
+test('conversation trusted html helper preserves valid document cards', () => {
+  const trustedBlock = [
+    '<!-- ai-trusted-html:start -->',
+    '<section class="ai-document-card-list" aria-label="单据结果">',
+    '<article class="ai-document-card" aria-label="单据详情">',
+    '<strong>差旅申请</strong>',
+    '<a class="ai-html-action-link" data-ai-action="open-document-detail" href="#ai-open-document-detail:CL-1">查看</a>',
+    '</article>',
+    '</section>',
+    '<!-- ai-trusted-html:end -->'
+  ].join('')
+
+  const extracted = extractTrustedHtmlBlocks(`结果如下：\n\n${trustedBlock}`)
+  assert.equal(extracted.trustedHtmlBlocks.length, 1)
+  assert.match(extracted.content, /AI_TRUSTED_HTML_BLOCK_0/)
+
+  const restored = restoreTrustedHtmlBlocks(
+    '<p>AI_TRUSTED_HTML_BLOCK_0</p>\n',
+    extracted.trustedHtmlBlocks
+  )
+  assert.match(restored, /class="ai-document-card-list"/)
+  assert.match(restored, /href="#ai-open-document-detail:CL-1"/)
+  assert.doesNotMatch(restored, /AI_TRUSTED_HTML_BLOCK_0/)
+})
+
+test('conversation trusted html helper rejects unsafe trusted blocks', () => {
+  const extracted = extractTrustedHtmlBlocks([
+    '<!-- ai-trusted-html:start -->',
+    '<section class="ai-document-card-list">',
+    '<a href="javascript:alert(1)" onclick="alert(1)">危险</a>',
+    '</section>',
+    '<!-- ai-trusted-html:end -->'
+  ].join(''))
+
+  assert.equal(extracted.trustedHtmlBlocks.length, 0)
+  assert.equal(extracted.content.trim(), '')
+})
+
+test('conversation trusted html helper normalizes business copy outside fences', () => {
+  const normalized = normalizeConversationText([
+    '基础信息识别结果：请核对',
+    '时间：2026-02-20',
+    '',
+    '```',
+    '金额：不要改代码块',
+    '```'
+  ].join('\n'), { trim: true })
+
+  assert.match(normalized, /### 基础信息识别结果/)
+  assert.match(normalized, /- \*\*时间\*\*：2026-02-20/)
+  assert.match(normalized, /```\n金额：不要改代码块\n```/)
+})
--- a/web/tests/document-protocol-constants.test.mjs
+++ b/web/tests/document-protocol-constants.test.mjs
@@ -0,0 +1,39 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  DOCUMENT_TYPE_APPLICATION,
+  DOCUMENT_TYPE_LABELS,
+  DOCUMENT_TYPE_REIMBURSEMENT,
+  INLINE_APPLICATION_STATUS_LABELS,
+  resolveDocumentTypeLabel
+} from '../src/constants/documentProtocol.js'
+import { readSourceFile, readSourceSurface } from './helpers/sourceSurface.mjs'
+
+test('document protocol constants centralize document types and labels', () => {
+  assert.equal(DOCUMENT_TYPE_APPLICATION, 'application')
+  assert.equal(DOCUMENT_TYPE_REIMBURSEMENT, 'reimbursement')
+  assert.equal(DOCUMENT_TYPE_LABELS[DOCUMENT_TYPE_APPLICATION], '申请单')
+  assert.equal(DOCUMENT_TYPE_LABELS[DOCUMENT_TYPE_REIMBURSEMENT], '报销单')
+  assert.equal(resolveDocumentTypeLabel('application'), '申请单')
+  assert.equal(resolveDocumentTypeLabel('expense_application'), '申请单')
+  assert.equal(resolveDocumentTypeLabel('unknown', '单据'), '单据')
+})
+
+test('inline application status labels live in the shared document protocol', () => {
+  assert.equal(INLINE_APPLICATION_STATUS_LABELS.draft, '草稿')
+  assert.equal(INLINE_APPLICATION_STATUS_LABELS.submitted, '审批中')
+  assert.equal(INLINE_APPLICATION_STATUS_LABELS.pending_payment, '待付款')
+})
+
+test('source surface helper loads one or more source files for source assertions', () => {
+  const model = readSourceFile('constants/documentProtocol.js')
+  assert.match(model, /DOCUMENT_TYPE_APPLICATION/)
+
+  const combined = readSourceSurface([
+    'constants/documentProtocol.js',
+    'composables/workbenchAiMode/workbenchAiApplicationPreviewModel.js'
+  ])
+  assert.match(combined, /INLINE_APPLICATION_STATUS_LABELS/)
+  assert.match(combined, /normalizeInlineApplicationStatusLabel/)
+})
--- a/web/tests/documents-center-status-filter.test.mjs
+++ b/web/tests/documents-center-status-filter.test.mjs
@@ -1,38 +1,19 @@
 import assert from 'node:assert/strict'
-import { readFileSync } from 'node:fs'
 import test from 'node:test'
-import { fileURLToPath } from 'node:url'

-const documentsCenterView = readFileSync(
-  fileURLToPath(new URL('../src/views/DocumentsCenterView.vue', import.meta.url)),
-  'utf8'
-)
-const documentsCenterViewModel = readFileSync(
-  fileURLToPath(new URL('../src/utils/documentCenterViewModel.js', import.meta.url)),
-  'utf8'
-)
-const documentsCenterLogic = `${documentsCenterView}\n${documentsCenterViewModel}`
+import { readSourceFile, readSourceSurface } from './helpers/sourceSurface.mjs'

-const documentsCenterStyles = readFileSync(
-  fileURLToPath(new URL('../src/assets/styles/views/documents-center-view.css', import.meta.url)),
-  'utf8'
-)
-const documentListSharedStyles = readFileSync(
-  fileURLToPath(new URL('../src/assets/styles/components/document-list-shared.css', import.meta.url)),
-  'utf8'
-)
-const tableLoadingState = readFileSync(
-  fileURLToPath(new URL('../src/components/shared/TableLoadingState.vue', import.meta.url)),
-  'utf8'
-)
-const reimbursementService = readFileSync(
-  fileURLToPath(new URL('../src/services/reimbursements.js', import.meta.url)),
-  'utf8'
-)
-const requestsComposable = readFileSync(
-  fileURLToPath(new URL('../src/composables/useRequests.js', import.meta.url)),
-  'utf8'
-)
+const documentsCenterView = readSourceFile('views/DocumentsCenterView.vue')
+const documentsCenterViewModel = readSourceFile('utils/documentCenterViewModel.js')
+const documentsCenterLogic = readSourceSurface([
+  'views/DocumentsCenterView.vue',
+  'utils/documentCenterViewModel.js'
+])
+const documentsCenterStyles = readSourceFile('assets/styles/views/documents-center-view.css')
+const documentListSharedStyles = readSourceFile('assets/styles/components/document-list-shared.css')
+const tableLoadingState = readSourceFile('components/shared/TableLoadingState.vue')
+const reimbursementService = readSourceFile('services/reimbursements.js')
+const requestsComposable = readSourceFile('composables/useRequests.js')

 test('documents center keeps only the top scope tabs and renders risk level as a dropdown filter', () => {
  assert.match(documentsCenterView, /<nav class="status-tabs document-scope-tabs"/)
@@ -145,7 +126,7 @@ test('documents center preserves application document type from mapped requests'
  )
  assert.match(
    documentsCenterLogic,
-    /documentTypeCode === DOCUMENT_TYPE_APPLICATION \? '申请单' : '报销单'/
+    /resolveDocumentTypeLabel\(documentTypeCode\)/
  )
  assert.doesNotMatch(
    documentsCenterLogic,
--- a/web/tests/helpers/sourceSurface.mjs
+++ b/web/tests/helpers/sourceSurface.mjs
@@ -0,0 +1,13 @@
+import { readFileSync } from 'node:fs'
+import { fileURLToPath } from 'node:url'
+
+export function readSourceFile(relativePath) {
+  return readFileSync(
+    fileURLToPath(new URL(`../../src/${relativePath}`, import.meta.url)),
+    'utf8'
+  )
+}
+
+export function readSourceSurface(relativePaths = []) {
+  return relativePaths.map((relativePath) => readSourceFile(relativePath)).join('\n')
+}
--- a/web/tests/sidebar-document-unread-dot.test.mjs
+++ b/web/tests/sidebar-document-unread-dot.test.mjs
@@ -82,37 +82,64 @@ test('topbar bell owns document center unread notifications', () => {
  assert.match(topbar, /startDocumentInboxPolling\(\)/)
  assert.match(topbar, /stopDocumentInboxPolling\(\)/)
  assert.match(topbar, /class="notification-clear-btn"/)
-  assert.match(topbar, /function clearAllNotifications\(\)/)
+  assert.match(topbar, /notificationBulkActionLabel/)
+  assert.match(topbar, /notificationBulkActionDisabled/)
+  assert.match(topbar, /function handleNotificationBulkAction\(\)/)
+  assert.match(topbar, /function markUnreadNotificationsRead\(\)/)
+  assert.match(topbar, /function deleteReadNotifications\(\)/)
  assert.match(topbar, /function markNotificationRead\(item\)/)
-  assert.match(topbar, /class="notification-type-icon" :class="item\.tone"/)
+  assert.match(topbar, /class="notification-avatar" :class="item\.tone"/)
  assert.match(topbarStyles, /\.notification-head-copy\s*\{[\s\S]*display:\s*grid;/)
  assert.match(topbarStyles, /\.notification-head-actions\s*\{[\s\S]*display:\s*inline-flex;/)
-  assert.match(topbarStyles, /\.notification-popover\s*\{[\s\S]*max-height:\s*min\(520px,\s*calc\(100vh - 96px\)\);/)
-  assert.match(topbarStyles, /\.notification-list\s*\{[\s\S]*max-height:\s*min\(336px,\s*calc\(100vh - 226px\)\);[\s\S]*overflow-y:\s*auto;/)
-  assert.match(topbarStyles, /\.notification-copy small\s*\{[\s\S]*-webkit-line-clamp:\s*2;/)
+  assert.match(topbarStyles, /\.notification-popover\s*\{[\s\S]*max-height:\s*min\(560px,\s*calc\(100vh - 68px\)\);/)
+  assert.match(topbarStyles, /\.notification-list\s*\{[\s\S]*max-height:\s*min\(420px,\s*calc\(100vh - 166px\)\);[\s\S]*overflow-y:\s*auto;/)
+  assert.match(topbarStyles, /\.notification-preview\s*\{[\s\S]*-webkit-line-clamp:\s*2;/)
  assert.match(topbarStyles, /@media \(max-width: 640px\)[\s\S]*\.notification-popover\s*\{[\s\S]*position:\s*fixed;/)
  assert.match(topbarStyles, /\.notification-tabs button em\s*\{[\s\S]*border-radius:\s*4px;/)
-  assert.match(topbarStyles, /\.notification-row\s*\{[\s\S]*grid-template-columns:\s*34px minmax\(0,\s*1fr\) 16px;/)
+  assert.match(topbarStyles, /\.notification-row\s*\{[\s\S]*grid-template-columns:\s*52px minmax\(0,\s*1fr\);/)
  assert.doesNotMatch(topbarStyles, /\.notification-dot/)
 })

-test('topbar notification popover uses inbox-style rows with formatted time labels', () => {
-  assert.match(topbar, /class="notification-row-main"/)
-  assert.match(topbar, /class="notification-row-head"/)
+test('topbar notification bulk action label follows active tab semantics', () => {
+  assert.match(topbar, />\s*\{\{ notificationBulkActionLabel \}\}\s*<\/button>/)
+  assert.match(topbar, /:disabled="notificationBulkActionDisabled"/)
+  assert.match(topbar, /@click="handleNotificationBulkAction"/)
+  assert.match(topbar, /const notificationBulkActionLabel = computed\(\(\) => \(\s*notificationTab\.value === 'unread' \? '全部已读' : '删除已读'\s*\)\)/)
+  assert.match(topbar, /const notificationBulkActionDisabled = computed\(\(\) => \(\s*notificationTab\.value === 'unread'\s*\? unreadNotifications\.value\.length === 0\s*: readNotifications\.value\.length === 0\s*\)\)/)
+  assert.match(topbar, /function handleNotificationBulkAction\(\) \{[\s\S]*if \(notificationTab\.value === 'unread'\) \{[\s\S]*markUnreadNotificationsRead\(\)[\s\S]*return[\s\S]*deleteReadNotifications\(\)[\s\S]*\}/)
+  assert.match(topbar, /function markUnreadNotificationsRead\(\) \{[\s\S]*const currentItems = unreadNotifications\.value[\s\S]*markDocumentInboxRowsRead\(documentRows\)[\s\S]*markNotificationStatesRead\(currentItems\)/)
+  assert.match(topbar, /function deleteReadNotifications\(\) \{[\s\S]*const currentItems = readNotifications\.value[\s\S]*hideNotificationStates\(currentItems\)/)
+  assert.doesNotMatch(topbar, />\s*清空通知\s*<\/button>/)
+})
+
+test('topbar notification popover uses reference-style avatar message rows', () => {
+  assert.match(topbar, /class="notification-avatar" :class="item\.tone"/)
+  assert.match(topbar, /class="notification-avatar-label"/)
+  assert.match(topbar, /class="notification-avatar-badge"/)
+  assert.match(topbar, /class="notification-row-content"/)
+  assert.match(topbar, /class="notification-row-top"/)
  assert.match(topbar, /class="notification-row-title"/)
-  assert.match(topbar, /class="notification-context"/)
-  assert.match(topbar, /class="notification-row-foot"/)
-  assert.match(topbar, /class="notification-category-pill"/)
+  assert.match(topbar, /class="notification-preview"/)
  assert.match(topbar, /class="notification-time"/)
-  assert.match(topbar, /class="notification-row-action"/)
+  assert.match(topbar, /avatarLabel: resolveDocumentNotificationAvatarLabel\(row\)/)
+  assert.match(topbar, /avatarLabel: resolveNotificationAvatarLabel\(item\)/)
  assert.match(topbar, /timeLabel:\s*formatNotificationTimeLabel\(row\.updatedAt \|\| row\.createdAt\)/)
  assert.match(topbar, /timeLabel:\s*formatNotificationTimeLabel\(item\.time \|\| item\.updatedAt \|\| item\.due\)/)
+  assert.doesNotMatch(topbar, /class="notification-category-pill"/)
+  assert.doesNotMatch(topbar, /class="notification-row-action"/)
  assert.doesNotMatch(topbar, /<time>\{\{ item\.time \}\}<\/time>/)
-  assert.match(topbarStyles, /\.notification-row\s*\{[\s\S]*grid-template-columns:\s*36px minmax\(0,\s*1fr\);/)
-  assert.match(topbarStyles, /\.notification-context\s*\{[\s\S]*-webkit-line-clamp:\s*2;/)
-  assert.match(topbarStyles, /\.notification-row-foot\s*\{[\s\S]*justify-content:\s*space-between;/)
+  assert.match(topbarStyles, /\.notification-row\s*\{[\s\S]*grid-template-columns:\s*52px minmax\(0,\s*1fr\);/)
+  assert.match(topbarStyles, /\.notification-avatar\s*\{[\s\S]*border-radius:\s*999px;/)
+  assert.match(topbarStyles, /\.notification-preview\s*\{[\s\S]*-webkit-line-clamp:\s*2;/)
+  assert.match(topbarStyles, /\.notification-row-top\s*\{[\s\S]*justify-content:\s*space-between;/)
  assert.match(topbarStyles, /\.notification-time\s*\{[\s\S]*font-variant-numeric:\s*tabular-nums;/)
-  assert.match(topbarStyles, /\.notification-row-action\s*\{[\s\S]*width:\s*28px;[\s\S]*height:\s*28px;/)
+  assert.doesNotMatch(topbarStyles, /\.notification-category-pill/)
+  assert.doesNotMatch(topbarStyles, /\.notification-row-action/)
+})
+
+test('topbar notification popover does not render a top accent line', () => {
+  assert.doesNotMatch(topbarStyles, /\.notification-popover::before/)
+  assert.doesNotMatch(topbarStyles, /height:\s*2px;[\s\S]*background:\s*var\(--theme-primary-active\)/)
 })

 test('topbar notification state is persisted through backend API with local fallback', () => {
@@ -124,9 +151,20 @@ test('topbar notification state is persisted through backend API with local fall
  assert.match(topbarNotificationStates, /NOTIFICATION_HIDDEN_STORAGE_KEY/)
  assert.match(topbarNotificationStates, /applyRemoteStates/)
  assert.match(topbarNotificationStates, /markNotificationStateRead/)
+  assert.match(topbarNotificationStates, /markNotificationStatesRead/)
  assert.match(topbarNotificationStates, /hideNotificationStates/)
 })

+test('topbar notification bulk actions are wired to backend state API', () => {
+  assert.match(topbar, /markNotificationStatesRead/)
+  assert.match(topbar, /function markUnreadNotificationsRead\(\) \{[\s\S]*const currentItems = unreadNotifications\.value[\s\S]*markDocumentInboxRowsRead\(documentRows\)[\s\S]*markNotificationStatesRead\(currentItems\)/)
+  assert.doesNotMatch(topbar, /function markUnreadNotificationsRead\(\) \{[\s\S]*currentItems\.forEach\(\(item\) => \{[\s\S]*markNotificationStateRead\(item\)/)
+  assert.match(topbar, /function deleteReadNotifications\(\) \{[\s\S]*const currentItems = readNotifications\.value[\s\S]*hideNotificationStates\(currentItems\)/)
+  assert.match(topbarNotificationStates, /function markNotificationStatesRead\(items\) \{[\s\S]*buildPatch\(item, \{ read: true, hidden: false \}\)[\s\S]*return syncNotificationPatches\(patches\)/)
+  assert.match(topbarNotificationStates, /function hideNotificationStates\(items\) \{[\s\S]*buildPatch\(item, \{ read: true, hidden: true \}\)[\s\S]*return syncNotificationPatches\(patches\)/)
+  assert.match(notificationStatesService, /apiRequest\('\/notification-states',\s*\{[\s\S]*method:\s*'POST'[\s\S]*body:\s*JSON\.stringify\(\{ states: batch \}\)/)
+})
+
 test('document inbox reuses document center viewed-key state', () => {
  assert.match(documentInbox, /DOCUMENT_VIEWED_KEYS_CHANGE_EVENT/)
  assert.match(documentInbox, /fetchNotificationStates/)
--- a/web/tests/travel-reimbursement-review-drawer-switch.test.mjs
+++ b/web/tests/travel-reimbursement-review-drawer-switch.test.mjs
@@ -40,6 +40,10 @@ const reviewPanelModelScript = readFileSync(
  fileURLToPath(new URL('../src/views/scripts/travelReimbursementReviewPanelModel.js', import.meta.url)),
  'utf8'
 )
+const createReviewModelScript = readFileSync(
+  fileURLToPath(new URL('../src/views/scripts/travelReimbursementCreateReviewModel.js', import.meta.url)),
+  'utf8'
+)
 const messageItemTemplate = readFileSync(
  fileURLToPath(new URL('../src/components/travel/TravelReimbursementMessageItem.vue', import.meta.url)),
  'utf8'
@@ -130,6 +134,13 @@ test('review drawer tools expose the default review tab before conditional docum
  )
 })

+test('create review model remains a thin compatibility layer over review panel model', () => {
+  assert.match(createReviewModelScript, /export \{[\s\S]*buildReviewFactCards[\s\S]*buildReviewRiskItems[\s\S]*\} from '\.\/travelReimbursementReviewPanelModel\.js'/)
+  assert.doesNotMatch(createReviewModelScript, /function buildReviewFactCards/)
+  assert.doesNotMatch(createReviewModelScript, /function buildReviewRiskItems/)
+  assert.doesNotMatch(createReviewModelScript, /const REVIEW_RISK_LEVEL_META/)
+})
+
 test('review drawer tool buttons switch modes instead of toggling the active mode closed', () => {
  assert.match(createViewScriptSurface, /const isReviewOverviewDrawer = computed\(\(\) => reviewDrawerMode\.value === REVIEW_DRAWER_MODE_REVIEW\)/)
  assert.match(createViewScriptSurface, /function switchReviewDrawerMode\(mode\) \{[\s\S]*if \(reviewDrawerMode\.value === mode\) \{[\s\S]*return[\s\S]*\}/)
--- a/web/tests/workbench-ai-application-gate-model.test.mjs
+++ b/web/tests/workbench-ai-application-gate-model.test.mjs
@@ -0,0 +1,52 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  isOrphanInlineApplicationPreviewMessage,
+  isReimbursementCreationIntent,
+  resolveInlineApplicationPreviewTextAction,
+  resolveLatestApplicationPreviewMessage,
+  resolveLatestOrphanApplicationPreviewMessage
+} from '../src/composables/workbenchAiMode/workbenchAiApplicationGateModel.js'
+import {
+  AI_APPLICATION_ACTION_SAVE_DRAFT,
+  AI_APPLICATION_ACTION_SUBMIT
+} from '../src/services/aiApplicationPreviewActions.js'
+
+test('workbench application gate detects reimbursement creation without catching policy questions', () => {
+  assert.equal(isReimbursementCreationIntent('我要报销'), true)
+  assert.equal(isReimbursementCreationIntent('帮我新建一笔报账'), true)
+  assert.equal(isReimbursementCreationIntent('报销一下'), true)
+
+  assert.equal(isReimbursementCreationIntent('报销制度是什么'), false)
+  assert.equal(isReimbursementCreationIntent('帮我查询报销进度'), false)
+  assert.equal(isReimbursementCreationIntent('这张票能不能报销'), false)
+})
+
+test('workbench application gate resolves save and submit text actions consistently', () => {
+  assert.equal(resolveInlineApplicationPreviewTextAction('保存草稿'), AI_APPLICATION_ACTION_SAVE_DRAFT)
+  assert.equal(resolveInlineApplicationPreviewTextAction(' 先保存 '), AI_APPLICATION_ACTION_SAVE_DRAFT)
+  assert.equal(resolveInlineApplicationPreviewTextAction('确认提交'), AI_APPLICATION_ACTION_SUBMIT)
+  assert.equal(resolveInlineApplicationPreviewTextAction('直接提交'), AI_APPLICATION_ACTION_SUBMIT)
+  assert.equal(resolveInlineApplicationPreviewTextAction('继续修改'), '')
+})
+
+test('workbench application gate resolves latest live or orphan preview message', () => {
+  const messages = [
+    { id: 'user-1', role: 'user', content: '2月去上海出差' },
+    { id: 'assistant-orphan', role: 'assistant', content: '这是申请核对表，下方表格点击对应行即可直接编辑。' },
+    { id: 'assistant-other', role: 'assistant', content: '普通回复' }
+  ]
+
+  assert.equal(isOrphanInlineApplicationPreviewMessage(messages[1]), true)
+  assert.equal(resolveLatestApplicationPreviewMessage(messages), null)
+  assert.equal(resolveLatestOrphanApplicationPreviewMessage(messages)?.id, 'assistant-orphan')
+
+  messages.push({
+    id: 'assistant-preview',
+    role: 'assistant',
+    content: '申请核对表',
+    applicationPreview: { fields: { location: '上海' } }
+  })
+  assert.equal(resolveLatestApplicationPreviewMessage(messages)?.id, 'assistant-preview')
+})
--- a/web/tests/workbench-ai-composer-components.test.mjs
+++ b/web/tests/workbench-ai-composer-components.test.mjs
@@ -0,0 +1,46 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+function readSource(path) {
+  return readFileSync(fileURLToPath(new URL(path, import.meta.url)), 'utf8')
+}
+
+const aiModeComponent = readSource('../src/components/business/PersonalWorkbenchAiMode.vue')
+const aiModeTemplate = readSource('../src/components/business/PersonalWorkbenchAiMode.template.html')
+const composerComponent = readSource('../src/components/business/workbench-ai/WorkbenchAiComposer.vue')
+const fileStripComponent = readSource('../src/components/business/workbench-ai/WorkbenchAiFileStrip.vue')
+const aiModeRuntime = readSource('../src/composables/workbenchAiMode/usePersonalWorkbenchAiMode.js')
+
+function countOccurrences(source, pattern) {
+  return source.match(pattern)?.length || 0
+}
+
+test('personal workbench AI mode reuses shared composer and file strip components', () => {
+  assert.match(aiModeComponent, /import \{ proxyRefs \} from 'vue'/)
+  assert.match(aiModeComponent, /import WorkbenchAiComposer from '\.\/workbench-ai\/WorkbenchAiComposer\.vue'/)
+  assert.match(aiModeComponent, /import WorkbenchAiFileStrip from '\.\/workbench-ai\/WorkbenchAiFileStrip\.vue'/)
+  assert.match(aiModeComponent, /const aiModeRuntime = usePersonalWorkbenchAiMode\(props, emit\)/)
+  assert.match(aiModeComponent, /const workbenchAiRuntime = proxyRefs\(aiModeRuntime\)/)
+
+  assert.equal(countOccurrences(aiModeTemplate, /<WorkbenchAiComposer\b/g), 2)
+  assert.equal(countOccurrences(aiModeTemplate, /<WorkbenchAiFileStrip\b/g), 2)
+  assert.doesNotMatch(aiModeTemplate, /<form class="workbench-ai-composer"/)
+  assert.doesNotMatch(aiModeTemplate, /<article v-for="file in selectedFileCards"/)
+})
+
+test('shared workbench composer keeps the parent input focus ref writable', () => {
+  assert.match(composerComponent, /:ref="runtime\.setAssistantInputRef"/)
+  assert.match(aiModeRuntime, /function setAssistantInputRef\(element\)/)
+  assert.match(aiModeRuntime, /assistantInputRef\.value = element/)
+  assert.match(aiModeRuntime, /setAssistantInputRef,/)
+})
+
+test('shared workbench file strip preserves OCR status badges', () => {
+  assert.match(fileStripComponent, /file\.ocrState\?\.label/)
+  assert.match(fileStripComponent, /class="workbench-ai-file-card__ocr"/)
+  assert.match(fileStripComponent, /file\.ocrState\.status === 'recognizing'/)
+  assert.match(fileStripComponent, /mdi mdi-text-recognition/)
+  assert.match(fileStripComponent, /:title="file\.ocrState\.title \|\| file\.ocrState\.label"/)
+})
--- a/web/tests/workbench-ai-mode-switch.test.mjs
+++ b/web/tests/workbench-ai-mode-switch.test.mjs
@@ -156,13 +156,15 @@ const appShell = readSource('../src/views/AppShellRouteView.vue')
 const workbenchView = readSource('../src/views/PersonalWorkbenchView.vue')
 const aiMode = readSource('../src/components/business/PersonalWorkbenchAiMode.vue')
 const aiModeTemplate = readSource('../src/components/business/PersonalWorkbenchAiMode.template.html')
+const aiModeComposer = readSource('../src/components/business/workbench-ai/WorkbenchAiComposer.vue')
+const aiModeFileStrip = readSource('../src/components/business/workbench-ai/WorkbenchAiFileStrip.vue')
 const aiModeRuntimeDir = fileURLToPath(new URL('../src/composables/workbenchAiMode/', import.meta.url))
 const aiModeRuntime = readdirSync(aiModeRuntimeDir)
  .filter((file) => file.endsWith('.js'))
  .sort()
  .map((file) => readFileSync(new URL(`../src/composables/workbenchAiMode/${file}`, import.meta.url), 'utf8'))
  .join('\n')
-const aiModeSurface = `${aiMode}\n${aiModeTemplate}\n${aiModeRuntime}`
+const aiModeSurface = `${aiMode}\n${aiModeTemplate}\n${aiModeComposer}\n${aiModeFileStrip}\n${aiModeRuntime}`
 const aiModeStyles = readSource('../src/assets/styles/components/personal-workbench-ai-mode.css')
 const workbenchViewStyles = readSource('../src/assets/styles/views/personal-workbench-view.css')
 const appStyles = readSource('../src/assets/styles/app.css')
@@ -228,7 +230,7 @@ test('AI mode screen follows the approved reference structure', () => {
  assert.match(aiModeSurface, /费用测算中，请稍等/)
  assert.match(aiModeSurface, /rows="3"/)
  assert.match(aiModeSurface, /workbench-ai-composer-toolbar/)
-  assert.match(aiModeSurface, /<article v-for="file in selectedFileCards"[\s\S]*class="workbench-ai-file-card"/)
+  assert.match(aiModeSurface, /<article v-for="file in runtime\.selectedFileCards"[\s\S]*class="workbench-ai-file-card"/)
  assert.match(aiModeSurface, /class="workbench-ai-file-card__ocr"/)
  assert.match(aiModeSurface, /file\.ocrState\?\.label/)
  assert.match(aiModeSurface, /mdi mdi-text-recognition/)
@@ -301,8 +303,9 @@ test('AI mode screen follows the approved reference structure', () => {
  assert.match(aiModeSurface, /解释制度/)
  assert.match(aiModeSurface, /催办审批/)
  assert.match(aiModeSurface, /<Transition name="workbench-ai-panel-swap" mode="out-in" appear>/)
-  assert.match(aiModeSurface, /@submit\.prevent="submitAiModePrompt"/)
-  assert.equal((aiModeSurface.match(/type="submit"[\s\S]{0,160}class="workbench-ai-send-btn"/g) || []).length, 2)
+  assert.match(aiModeSurface, /@submit\.prevent="runtime\.submitAiModePrompt"/)
+  assert.equal((aiModeSurface.match(/<WorkbenchAiComposer\b/g) || []).length, 2)
+  assert.equal((aiModeSurface.match(/type="submit"[\s\S]{0,160}class="workbench-ai-send-btn"/g) || []).length, 1)
  assert.match(aiModeSurface, /class="workbench-ai-conversation"/)
  assert.match(aiModeSurface, /class="workbench-ai-thread"[\s\S]*@scroll\.passive="handleInlineConversationScroll"/)
  assert.match(aiModeSurface, /workbench-ai-answer-card/)
@@ -393,6 +396,14 @@ test('AI mode screen follows the approved reference structure', () => {
    aiModeSurface,
    /suggestedActions:\s*buildInlineApplicationPreviewSuggestedActions\([\s\S]*targetMessage\.applicationPreview/
  )
+  assert.match(aiModeSurface, /function isOrphanInlineApplicationPreviewMessage\(message = \{\}\)/)
+  assert.match(aiModeSurface, /function resolveLatestOrphanApplicationPreviewMessage\(messages = \[\]\)/)
+  assert.match(aiModeSurface, /function resolveLatestOrphanInlineApplicationPreviewMessage\(\)/)
+  assert.match(aiModeSurface, /当前申请核对表状态不完整，我先重新生成可编辑表格。/)
+  assert.match(
+    aiModeSurface,
+    /const previewSourceText = resolveLatestInlineUserPrompt\(\)[\s\S]*pushInlineApplicationActionUserMessage\(prompt\)[\s\S]*startAiApplicationPreview\('travel', '差旅费', previewSourceText/
+  )
  assert.doesNotMatch(aiModeSurface, /\*\*申请单号：\*\*/)
  assert.doesNotMatch(aiModeSurface, /createInlineMessage\('assistant', buildStewardPlanMessageText\(plan\)/)
  assert.doesNotMatch(aiModeSurface, /runOrchestrator\(/)
--- a/web/tests/workbench-ai-reimbursement-association-gate.test.mjs
+++ b/web/tests/workbench-ai-reimbursement-association-gate.test.mjs
@@ -314,7 +314,10 @@ test('linked application selection can create reimbursement draft from associati
 })

 test('personal workbench routes reimbursement creation intent to association gate before steward', () => {
-  assert.match(personalWorkbenchAiMode, /function isReimbursementCreationIntent\(prompt = ''\)/)
+  assert.match(
+    personalWorkbenchAiMode,
+    /import \{ isReimbursementCreationIntent \} from '\.\/workbenchAiApplicationGateModel\.js'/
+  )
  const startConversationIndex = personalWorkbenchAiMode.indexOf('function startInlineConversation')
  const gateIndex = personalWorkbenchAiMode.indexOf('expenseFlow.startAiReimbursementAssociationGate(cleanPrompt', startConversationIndex)
  const stewardIndex = personalWorkbenchAiMode.indexOf('stewardFlow.requestInlineAssistantReply(cleanPrompt', startConversationIndex)