feat(server): 申请单支持草稿保存并统一删除权限口径

- user_agent_application 新增草稿分支：识别'保存草稿/存草稿/先保存'等意图，复用可编辑记录更新或建草稿，提交前单据重叠仍拦截
- 草稿态返回单号与待提交提示，submit 仅在确认提交分支触发，避免草稿进入审批流
- reimbursements 删除接口文案与判定统一为系统管理员可删、申请人删自有草稿/退回单，申请单判定改用 is_application_claim_no
- 更新财务规则表与 reimbursement 端点测试

server/src/app/api/v1/endpoints/reimbursements.py

@@ -10,16 +10,17 @@ from app.api.deps import CurrentUserContext, get_current_user, get_db
 from app.api.pagination import PageNumber, PageSize, page_payload, wants_page
 from app.schemas.budget import BudgetClaimAnalysisRead
 from app.schemas.common import ErrorResponse, PaginatedResponse
+from app.schemas.ontology import OntologyParseResult, OntologyPermission
 from app.schemas.reimbursement import (
     ExpenseApplicationPreviewActionPayload,
     ExpenseApplicationPreviewActionResponse,
     ExpenseApplicationPreviewActionResult,
-    ExpenseClaimAttachmentActionResponse,
     ExpenseClaimActionResponse,
-    ExpenseClaimAttachmentRead,
     ExpenseClaimApprovalPayload,
-    ExpenseClaimItemCreate,
+    ExpenseClaimAttachmentActionResponse,
+    ExpenseClaimAttachmentRead,
     ExpenseClaimItemActionResponse,
+    ExpenseClaimItemCreate,
     ExpenseClaimItemUpdate,
     ExpenseClaimRead,
     ExpenseClaimReturnPayload,
@@ -30,9 +31,9 @@ from app.schemas.reimbursement import (
     TravelReimbursementCalculatorRequest,
     TravelReimbursementCalculatorResponse,
 )
-from app.schemas.ontology import OntologyParseResult, OntologyPermission
 from app.schemas.user_agent import UserAgentRequest
 from app.services.budget import BudgetService
+from app.services.document_numbering import is_application_claim_no
 from app.services.expense_claims import ExpenseClaimService
 from app.services.reimbursement import ReimbursementService
 from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
@@ -119,7 +120,10 @@ def _build_application_preview_action_context(
     "/application-preview-action",
     response_model=ExpenseApplicationPreviewActionResponse,
     summary="按申请核对预览快速保存或提交申请单",
-    description="用于 AI 工作台已完成表格核对后的轻量建单/提交流程，避免重复进入通用 Orchestrator 编排。",
+    description=(
+        "用于 AI 工作台已完成表格核对后的轻量建单/提交流程，"
+        "避免重复进入通用 Orchestrator 编排。"
+    ),
 )
 def run_application_preview_action(
     payload: ExpenseApplicationPreviewActionPayload,
@@ -831,7 +835,7 @@ def pay_expense_claim(
     "/claims/{claim_id}",
     response_model=ExpenseClaimActionResponse,
     summary="删除报销单",
-    description="申请人可删除自己的草稿、待补充或退回单据（含申请单和报销单）；高级财务人员可删除可见的非归档报销单；已归档单据仅高级管理员可删除，财务人员没有删除权限。",
+    description="申请人可删除自己的草稿、待补充或退回单据（含申请单和报销单）；系统管理员可删除单据；已归档单据仅系统管理员可删除。",
     responses={
         status.HTTP_404_NOT_FOUND: {
             "model": ErrorResponse,
@@ -855,7 +859,11 @@ def delete_expense_claim(claim_id: str, db: DbSession, current_user: CurrentUser
 
     claim_no = str(claim.claim_no or "").strip()
     expense_type = str(claim.expense_type or "").strip().lower()
-    document_label = "申请单" if claim_no.upper().startswith(("AP-", "APP-")) or expense_type.endswith("_application") else "报销单"
+    document_label = (
+        "申请单"
+        if is_application_claim_no(claim_no) or expense_type.endswith("_application")
+        else "报销单"
+    )
     return ExpenseClaimActionResponse(
         message=f"{claim.claim_no} {document_label}已删除。",
         claim_id=claim.id,

server/src/app/services/user_agent_application.py

@@ -130,6 +130,12 @@ APPLICATION_SUBMIT_KEYWORDS = (
     "确认无误提交",
     "直接提交",
 )
+APPLICATION_SAVE_DRAFT_KEYWORDS = (
+    "保存草稿",
+    "保存申请草稿",
+    "存草稿",
+    "先保存",
+)
 APPLICATION_SHORT_CONFIRMATIONS = {"提交", "确认", "是", "好的", "可以", "没问题"}
 APPLICATION_MISSING_VALUES = {"", "待补充", "待确认", "未知", "暂无", "无", "null", "none"}
 APPLICATION_DUPLICATE_IGNORED_STATUSES = {
@@ -197,18 +203,34 @@ class UserAgentApplicationMixin:
         facts = self._resolve_expense_application_facts(payload)
         step = self._resolve_expense_application_step(payload, facts)
         application_claim = None
-        if step == "submitted":
+        if step in {"draft", "submitted"}:
             editable_claim = self._find_editable_expense_application_record(payload)
             if editable_claim is not None:
-                application_claim = self._update_expense_application_record(payload, facts, editable_claim)
+                application_claim = self._update_expense_application_record(
+                    payload,
+                    facts,
+                    editable_claim,
+                    submit=step == "submitted",
+                )
                 facts["application_edit_mode"] = "true"
-            else:
+            elif step == "submitted":
                 application_claim = self._find_duplicate_expense_application_record(payload, facts)
                 if application_claim is not None:
                     step = "duplicate"
                     facts["duplicate_application_stage"] = str(application_claim.approval_stage or "").strip()
                 else:
-                    application_claim = self._create_expense_application_record(payload, facts)
+                    application_claim = self._create_expense_application_record(
+                        payload,
+                        facts,
+                        submit=True,
+                    )
+            else:
+                application_claim = self._create_expense_application_record(
+                    payload,
+                    facts,
+                    submit=False,
+                )
+            if application_claim is not None:
                 facts["application_no"] = application_claim.claim_no
                 facts["application_claim_id"] = application_claim.id
                 facts["manager_name"] = self._resolve_application_manager_name(payload, application_claim)
@@ -218,8 +240,8 @@ class UserAgentApplicationMixin:
             suggested_actions=self._build_expense_application_actions(step, facts),
             query_payload=None,
             draft_payload=(
-                self._build_submitted_application_payload(application_claim, facts)
+                self._build_persisted_application_payload(application_claim, facts)
-                if step == "submitted"
+                if step in {"draft", "submitted"}
                 else None
             ),
             review_payload=None,
@@ -251,6 +273,17 @@ class UserAgentApplicationMixin:
                 ]
             )
 
+        if step == "draft":
+            application_no = str(facts.get("application_no") or "").strip()
+            return "\n\n".join(
+                [
+                    "申请草稿已保存。",
+                    f"草稿单号：{application_no}" if application_no else "草稿单号：待生成",
+                    "当前节点：待提交。",
+                    "后续可进入单据详情继续核对、补充或提交审批。",
+                ]
+            )
+
         if step == "submitted":
             application_no = str(facts.get("application_no") or "").strip() or self._build_application_claim_no(payload, facts)
             manager_name = str(facts.get("manager_name") or "").strip() or "直属领导"
@@ -534,6 +567,8 @@ class UserAgentApplicationMixin:
         payload: UserAgentRequest,
         facts: dict[str, str],
     ) -> str:
+        if self._is_application_save_draft_action(payload):
+            return "draft"
         if self._resolve_application_missing_base_fields(facts):
             return "ask_missing"
         if self._resolve_application_missing_followup_fields(facts):
@@ -1058,6 +1093,8 @@ class UserAgentApplicationMixin:
         payload: UserAgentRequest,
         facts: dict[str, str],
         claim: ExpenseClaim,
+        *,
+        submit: bool,
     ) -> ExpenseClaim:
         current_user = self._build_application_current_user(payload)
         flags = claim.risk_flags_json
@@ -1080,6 +1117,14 @@ class UserAgentApplicationMixin:
         claim.occurred_at = self._parse_application_occurred_at(facts.get("time", ""))
         claim.risk_flags_json = [*preserved_flags, self._build_application_detail_flag(facts)]
 
+        if not submit:
+            claim.status = "draft"
+            claim.approval_stage = "待提交"
+            claim.submitted_at = None
+            self.db.commit()
+            self.db.refresh(claim)
+            return claim
+
         from app.services.expense_claims import ExpenseClaimService
 
         submitted = ExpenseClaimService(self.db).submit_claim(claim.id, current_user)
@@ -1091,6 +1136,8 @@ class UserAgentApplicationMixin:
         self,
         payload: UserAgentRequest,
         facts: dict[str, str],
+        *,
+        submit: bool,
     ) -> ExpenseClaim:
         claim_no = self._build_application_claim_no(payload, facts)
         existing = self.db.scalar(
@@ -1130,13 +1177,14 @@ class UserAgentApplicationMixin:
             currency="CNY",
             invoice_count=0,
             occurred_at=self._parse_application_occurred_at(facts.get("time", "")),
-            submitted_at=datetime.now(UTC),
+            submitted_at=datetime.now(UTC) if submit else None,
-            status="submitted",
+            status="submitted" if submit else "draft",
-            approval_stage="直属领导审批",
+            approval_stage="直属领导审批" if submit else "待提交",
             risk_flags_json=[self._build_application_detail_flag(facts)],
         )
         self.db.add(claim)
         self.db.flush()
+        if submit:
             from app.services.expense_claims import ExpenseClaimService
 
             platform_review = ExpenseClaimService(self.db).evaluate_platform_risk_rules(
@@ -1382,7 +1430,7 @@ class UserAgentApplicationMixin:
             return datetime(year, month, day, tzinfo=UTC)
         return datetime.now(UTC)
 
-    def _build_submitted_application_payload(
+    def _build_persisted_application_payload(
         self,
         claim: ExpenseClaim | None,
         facts: dict[str, str],
@@ -1400,6 +1448,21 @@ class UserAgentApplicationMixin:
             approval_stage=claim.approval_stage,
         )
 
+    @staticmethod
+    def _is_application_save_draft_action(payload: UserAgentRequest) -> bool:
+        context_json = payload.context_json or {}
+        action = str(
+            context_json.get("application_action")
+            or context_json.get("applicationAction")
+            or ""
+        ).strip().lower()
+        if action in {"save_draft", "application_save_draft", "draft"}:
+            return True
+        if bool(context_json.get("application_save_mode") or context_json.get("applicationSaveMode")):
+            return True
+        compact_message = re.sub(r"\s+", "", str(payload.message or ""))
+        return any(keyword in compact_message for keyword in APPLICATION_SAVE_DRAFT_KEYWORDS)
+
     def _is_application_submit_confirmation(self, payload: UserAgentRequest) -> bool:
         compact_message = re.sub(r"\s+", "", str(payload.message or ""))
         if any(keyword in compact_message for keyword in APPLICATION_SUBMIT_KEYWORDS):

server/tests/test_reimbursement_endpoints.py

@@ -20,7 +20,6 @@ from app.models.risk_observation import RiskObservation, RiskObservationFeedback
 from app.models.role import Role
 from app.schemas.ocr import OcrRecognizeBatchRead, OcrRecognizeDocumentRead
 from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
-from app.services.expense_claims import ExpenseClaimService
 from app.services.ocr import OcrService
 
 
@@ -814,6 +813,37 @@ def test_claim_delete_allows_admin_and_cleans_risk_observations(monkeypatch, tmp
         assert db.get(RiskObservationFeedback, "risk-observation-feedback-delete-1") is None
 
 
+def test_claim_delete_allows_applicant_to_delete_own_draft(monkeypatch, tmp_path) -> None:
+    monkeypatch.setattr(ExpenseClaimAttachmentStorage, "root", lambda self: tmp_path)
+
+    client, session_factory = build_client()
+    with session_factory() as db:
+        claim, _ = seed_claim(db)
+        claim.claim_no = "AP-20260620-DRAFT"
+        claim.expense_type = "travel_application"
+        claim_id = claim.id
+        db.commit()
+
+    response = client.delete(
+        f"/api/v1/reimbursements/claims/{claim_id}",
+        headers={
+            "x-auth-username": "zhangsan@example.com",
+            "x-auth-name": "张三",
+            "x-auth-employee-no": "E10001",
+            "x-auth-role-codes": "user",
+        },
+    )
+
+    assert response.status_code == 200
+    payload = response.json()
+    assert payload["claim_id"] == claim_id
+    assert payload["status"] == "deleted"
+    assert "申请单已删除" in payload["message"]
+
+    with session_factory() as db:
+        assert db.get(ExpenseClaim, claim_id) is None
+
+
 def test_claim_delete_allows_legacy_superadmin_without_is_admin_header(monkeypatch, tmp_path) -> None:
     monkeypatch.setattr(ExpenseClaimAttachmentStorage, "root", lambda self: tmp_path)
 
@@ -859,7 +889,19 @@ def test_application_preview_action_submits_without_orchestrator_run(monkeypatch
             "source": "user_message",
             "user_id": "zhangsan@example.com",
             "conversation_id": "conversation-fast-submit",
-            "message": "差旅费用申请提交审批\n申请类型：差旅费用申请\n申请时间：2026-07-01 至 2026-07-03\n地点：北京\n事由：项目实施\n天数：3天\n出行方式：火车\n申请金额：1000元\n直接提交",
+            "message": "\n".join(
+                [
+                    "差旅费用申请提交审批",
+                    "申请类型：差旅费用申请",
+                    "申请时间：2026-07-01 至 2026-07-03",
+                    "地点：北京",
+                    "事由：项目实施",
+                    "天数：3天",
+                    "出行方式：火车",
+                    "申请金额：1000元",
+                    "直接提交",
+                ]
+            ),
             "context_json": {
                 "session_type": "application",
                 "entry_source": "workbench_ai_inline",
@@ -899,3 +941,81 @@ def test_application_preview_action_submits_without_orchestrator_run(monkeypatch
         assert claim is not None
         assert claim.status == "submitted"
         assert claim.employee_name == "张三"
+
+
+def test_application_preview_action_saves_draft_with_detail_reference(monkeypatch, tmp_path) -> None:
+    monkeypatch.setattr(ExpenseClaimAttachmentStorage, "root", lambda self: tmp_path)
+
+    client, session_factory = build_client()
+    with session_factory() as db:
+        seed_claim(db)
+
+    response = client.post(
+        "/api/v1/reimbursements/application-preview-action",
+        headers={
+            "x-auth-username": "zhangsan@example.com",
+            "x-auth-name": "Zhang San",
+            "x-auth-employee-no": "E10001",
+            "x-auth-role-codes": "user",
+        },
+        json={
+            "source": "user_message",
+            "user_id": "zhangsan@example.com",
+            "conversation_id": "conversation-fast-save",
+            "message": "\n".join(
+                [
+                    "费用申请保存草稿",
+                    "申请类型：差旅费用申请",
+                    "申请时间：2026-07-04 至 2026-07-05",
+                    "地点：上海",
+                    "事由：项目验收",
+                    "天数：2天",
+                    "出行方式：火车",
+                    "申请金额：800元",
+                    "保存草稿",
+                ]
+            ),
+            "context_json": {
+                "session_type": "application",
+                "entry_source": "workbench_ai_inline",
+                "document_type": "expense_application",
+                "application_stage": "expense_application",
+                "application_action": "save_draft",
+                "application_save_mode": True,
+                "application_preview": {
+                    "fields": {
+                        "applicationType": "差旅费用申请",
+                        "time": "2026-07-04 至 2026-07-05",
+                        "location": "上海",
+                        "reason": "项目验收",
+                        "days": "2天",
+                        "transportMode": "火车",
+                        "amount": "800元",
+                        "applicant": "张三",
+                        "department": "市场部",
+                        "position": "招商主管",
+                        "grade": "P4",
+                        "managerName": "李总",
+                    }
+                },
+            },
+        },
+    )
+
+    assert response.status_code == 200
+    payload = response.json()
+    assert payload["status"] == "succeeded"
+    draft_payload = payload["result"]["draft_payload"]
+    assert draft_payload["draft_type"] == "expense_application"
+    assert draft_payload["status"] == "draft"
+    assert draft_payload["approval_stage"] == "待提交"
+    assert draft_payload["claim_id"]
+    assert draft_payload["claim_no"].startswith("AP-")
+
+    with session_factory() as db:
+        claim = db.get(ExpenseClaim, draft_payload["claim_id"])
+        assert claim is not None
+        assert claim.status == "draft"
+        assert claim.approval_stage == "待提交"
+        assert claim.submitted_at is None
+        assert claim.employee_name == "张三"