feat: 新增归档中心页面并完善知识库与报销查询能力

新增前端归档中心视图及相关工具函数，扩充知识库文档分类和
提取器支持多种格式，增强编排器报销查询的多维度检索，优
化本体规则和用户代理审核消息，前端完善报销创建和审批详
情交互细节，补充单元测试覆盖。

server/tests/test_expense_claim_service.py

@@ -1516,8 +1516,21 @@ def test_upload_hotel_attachment_flags_amount_over_travel_policy(monkeypatch, tm
         analysis = uploaded_meta["analysis"]
         assert analysis["severity"] == "high"
         assert analysis["headline"] == "AI提示：住宿金额超出报销标准"
+        assert "保留在单据中" in analysis["summary"]
+        assert "特殊情况" in analysis["summary"]
         assert any("住宿标准" in point and "800.00 元" in point for point in analysis["points"])
         assert any("住宿费按员工职级" in basis for basis in analysis["rule_basis"])
+        db.refresh(claim)
+        hotel_item = next(item for item in claim.items if str(item.invoice_id or "").strip())
+        assert hotel_item.item_amount == Decimal("800.00")
+        assert claim.invoice_count == 1
+        assert any(
+            isinstance(flag, dict)
+            and str(flag.get("source") or "").strip() == "attachment_analysis"
+            and flag.get("item_id") == hotel_item.id
+            and str(flag.get("severity") or "").strip() == "high"
+            for flag in list(claim.risk_flags_json or [])
+        )
 
 
 def test_attachment_analysis_does_not_compare_business_purpose_with_ticket_scene() -> None:
@@ -2433,8 +2446,8 @@ def test_list_claims_allows_finance_to_view_all_records() -> None:
 
         claims = ExpenseClaimService(db).list_claims(current_user)
 
-        assert len(claims) == 2
-        assert {claim.claim_no for claim in claims} == {"EXP-FIN-101", "EXP-FIN-102"}
+        assert len(claims) == 1
+        assert claims[0].claim_no == "EXP-FIN-101"
 
 
 def test_list_claims_allows_executive_to_view_all_records() -> None:
@@ -2488,8 +2501,134 @@ def test_list_claims_allows_executive_to_view_all_records() -> None:
 
         claims = ExpenseClaimService(db).list_claims(current_user)
 
-        assert len(claims) == 2
-        assert {claim.claim_no for claim in claims} == {"EXP-EXE-101", "EXP-EXE-102"}
+        assert len(claims) == 1
+        assert claims[0].claim_no == "EXP-EXE-101"
+
+
+def test_list_claims_keeps_own_archived_claim_for_finance_applicant() -> None:
+    current_user = CurrentUserContext(
+        username="finance@example.com",
+        name="财务",
+        role_codes=["finance"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        db.add(
+            ExpenseClaim(
+                claim_no="EXP-FIN-OWN-ARCH",
+                employee_name="财务",
+                department_name="财务部",
+                project_code="PRJ-FIN",
+                expense_type="meal",
+                reason="本人报销",
+                location="上海",
+                amount=Decimal("88.00"),
+                currency="CNY",
+                invoice_count=1,
+                occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
+                submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
+                status="approved",
+                approval_stage="归档入账",
+                risk_flags_json=[],
+            )
+        )
+        db.commit()
+
+        claims = ExpenseClaimService(db).list_claims(current_user)
+
+        assert len(claims) == 1
+        assert claims[0].claim_no == "EXP-FIN-OWN-ARCH"
+
+
+def test_list_archived_claims_returns_company_archived_records_for_finance() -> None:
+    current_user = CurrentUserContext(
+        username="finance@example.com",
+        name="财务",
+        role_codes=["finance"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        db.add_all(
+            [
+                ExpenseClaim(
+                    claim_no="EXP-ARCH-101",
+                    employee_name="甲",
+                    department_name="A部",
+                    project_code="PRJ-A",
+                    expense_type="travel",
+                    reason="A 报销",
+                    location="上海",
+                    amount=Decimal("120.00"),
+                    currency="CNY",
+                    invoice_count=1,
+                    occurred_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 5, 11, 10, 0, tzinfo=UTC),
+                    status="approved",
+                    approval_stage="归档入账",
+                    risk_flags_json=[],
+                ),
+                ExpenseClaim(
+                    claim_no="EXP-ARCH-102",
+                    employee_name="乙",
+                    department_name="B部",
+                    project_code="PRJ-B",
+                    expense_type="meal",
+                    reason="B 报销",
+                    location="杭州",
+                    amount=Decimal("300.00"),
+                    currency="CNY",
+                    invoice_count=1,
+                    occurred_at=datetime(2026, 5, 11, 12, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 5, 11, 13, 0, tzinfo=UTC),
+                    status="submitted",
+                    approval_stage="财务审批",
+                    risk_flags_json=[],
+                ),
+            ]
+        )
+        db.commit()
+
+        claims = ExpenseClaimService(db).list_archived_claims(current_user)
+
+        assert len(claims) == 1
+        assert claims[0].claim_no == "EXP-ARCH-101"
+
+
+def test_list_archived_claims_is_empty_for_regular_employee() -> None:
+    current_user = CurrentUserContext(
+        username="zhangsan@example.com",
+        name="张三",
+        role_codes=["employee"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        db.add(
+            ExpenseClaim(
+                claim_no="EXP-ARCH-EMP",
+                employee_name="张三",
+                department_name="研发部",
+                project_code="PRJ-EMP",
+                expense_type="travel",
+                reason="本人报销",
+                location="北京",
+                amount=Decimal("200.00"),
+                currency="CNY",
+                invoice_count=1,
+                occurred_at=datetime(2026, 5, 10, 9, 0, tzinfo=UTC),
+                submitted_at=datetime(2026, 5, 10, 10, 0, tzinfo=UTC),
+                status="approved",
+                approval_stage="归档入账",
+                risk_flags_json=[],
+            )
+        )
+        db.commit()
+
+        claims = ExpenseClaimService(db).list_archived_claims(current_user)
+
+        assert claims == []
 
 
 def test_finance_can_return_but_cannot_delete_submitted_claim() -> None:

server/tests/test_knowledge_document_extractors.py

@@ -0,0 +1,96 @@
+from __future__ import annotations
+
+from zipfile import ZipFile
+
+from app.services.knowledge_document_extractors import _extract_document_text_from_path
+
+
+def test_extract_xlsx_document_text_builds_markdown_with_row_clues(tmp_path) -> None:
+    file_path = tmp_path / "company-expense-rules.xlsx"
+    _write_minimal_xlsx(
+        file_path,
+        sheet_name="报销标准",
+        rows=[
+            ["费用类型", "标准", "说明"],
+            ["住宿费", "500", "超标准需事前审批"],
+            ["交通费", "据实", "保留发票"],
+        ],
+    )
+
+    text = _extract_document_text_from_path(
+        file_path=file_path,
+        original_name="公司支出管理办法.xlsx",
+        mime_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+    )
+
+    assert "# Excel 工作簿：公司支出管理办法.xlsx" in text
+    assert "## 工作表 1：报销标准" in text
+    assert "| 费用类型 | 标准 | 说明 |" in text
+    assert "费用类型=住宿费；标准=500；说明=超标准需事前审批" in text
+    assert "费用类型=交通费；标准=据实；说明=保留发票" in text
+
+
+def test_extract_pptx_document_text_builds_markdown_slides(tmp_path) -> None:
+    file_path = tmp_path / "training.pptx"
+    slide_xml = """<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<p:sld xmlns:a="http://schemas.openxmlformats.org/drawingml/2006/main"
+       xmlns:p="http://schemas.openxmlformats.org/presentationml/2006/main">
+  <p:cSld>
+    <p:spTree>
+      <p:sp><p:txBody><a:p><a:r><a:t>差旅报销培训</a:t></a:r></a:p></p:txBody></p:sp>
+      <p:sp><p:txBody><a:p><a:r><a:t>发票、审批、预算三项要素必须齐全</a:t></a:r></a:p></p:txBody></p:sp>
+    </p:spTree>
+  </p:cSld>
+</p:sld>
+"""
+    with ZipFile(file_path, "w") as archive:
+        archive.writestr("ppt/slides/slide1.xml", slide_xml)
+
+    text = _extract_document_text_from_path(
+        file_path=file_path,
+        original_name="报销培训.pptx",
+        mime_type="application/vnd.openxmlformats-officedocument.presentationml.presentation",
+    )
+
+    assert "# PowerPoint 演示文稿：报销培训.pptx" in text
+    assert "## 幻灯片 1" in text
+    assert "- 差旅报销培训" in text
+    assert "- 发票、审批、预算三项要素必须齐全" in text
+
+
+def _write_minimal_xlsx(file_path, *, sheet_name: str, rows: list[list[str]]) -> None:
+    workbook_xml = f"""<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<workbook xmlns="http://schemas.openxmlformats.org/spreadsheetml/2006/main"
+          xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships">
+  <sheets>
+    <sheet name="{sheet_name}" sheetId="1" r:id="rId1"/>
+  </sheets>
+</workbook>
+"""
+    rels_xml = """<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships">
+  <Relationship Id="rId1"
+                Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/worksheet"
+                Target="worksheets/sheet1.xml"/>
+</Relationships>
+"""
+    row_xml = "\n".join(
+        f'<row r="{row_index}">'
+        + "".join(
+            f'<c r="{chr(65 + column_index)}{row_index}" t="inlineStr"><is><t>{cell}</t></is></c>'
+            for column_index, cell in enumerate(row)
+        )
+        + "</row>"
+        for row_index, row in enumerate(rows, start=1)
+    )
+    sheet_xml = f"""<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<worksheet xmlns="http://schemas.openxmlformats.org/spreadsheetml/2006/main">
+  <sheetData>
+    {row_xml}
+  </sheetData>
+</worksheet>
+"""
+    with ZipFile(file_path, "w") as archive:
+        archive.writestr("xl/workbook.xml", workbook_xml)
+        archive.writestr("xl/_rels/workbook.xml.rels", rels_xml)
+        archive.writestr("xl/worksheets/sheet1.xml", sheet_xml)

server/tests/test_knowledge_service.py

@@ -28,6 +28,15 @@ def build_session() -> Session:
     return session_factory()
 
 
+def test_list_library_returns_closed_folder_icons_by_default(tmp_path) -> None:
+    service = KnowledgeService(storage_root=tmp_path)
+
+    library = service.list_library()
+
+    assert library.folders
+    assert {folder.icon for folder in library.folders} == {"mdi mdi-folder"}
+
+
 def test_reconcile_document_ingest_status_keeps_failed_when_linked_run_failed(
     tmp_path,
     monkeypatch,

server/tests/test_ontology_service.py

@@ -534,6 +534,28 @@ def test_semantic_ontology_service_maps_riding_fare_to_transport_expense_type()
         )
 
 
+def test_semantic_ontology_service_maps_taxi_ticket_reimbursement_to_transport_draft() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="送客户去机场，报销的士票",
+                user_id="pytest",
+            )
+        )
+
+        assert result.scenario == "expense"
+        assert result.intent == "draft"
+        assert any(
+            item.type == "expense_type" and item.normalized_value == "transport"
+            for item in result.entities
+        )
+        assert not any(
+            item.type == "expense_type" and item.normalized_value == "entertainment"
+            for item in result.entities
+        )
+
+
 def test_semantic_ontology_service_uses_model_parse_when_available(monkeypatch) -> None:
     session_factory = build_session_factory()
     with session_factory() as db:

server/tests/test_orchestrator_review_flow.py

@@ -228,6 +228,60 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
         assert continued_context["review_form_values"]["expense_type"] == "差旅费"
 
 
+def test_conversation_scope_creates_new_session_for_different_claim() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        service = AgentConversationService(db)
+        old_conversation = service.get_or_create_conversation(
+            conversation_id="conv-old-claim-scope",
+            user_id="emp-scope@example.com",
+            source="user_message",
+            context_json={
+                "session_type": "expense",
+                "draft_claim_id": "claim-old",
+                "attachment_names": ["old-hotel.pdf"],
+                "attachment_count": 1,
+                "review_form_values": {
+                    "expense_type": "住宿票",
+                    "merchant_name": "旧酒店",
+                },
+            },
+        )
+        service.append_message(
+            conversation_id=old_conversation.conversation_id,
+            role="user",
+            content="继续补充旧酒店发票",
+        )
+
+        scoped_conversation = service.get_or_create_conversation(
+            conversation_id=old_conversation.conversation_id,
+            user_id="emp-scope@example.com",
+            source="user_message",
+            context_json={
+                "session_type": "expense",
+                "draft_claim_id": "claim-current",
+            },
+        )
+        conflict_context = service.hydrate_context_json(
+            conversation=old_conversation,
+            context_json={"draft_claim_id": "claim-current"},
+            message="继续补充当前单据的火车票",
+        )
+        scoped_context = service.hydrate_context_json(
+            conversation=scoped_conversation,
+            context_json={"draft_claim_id": "claim-current"},
+            message="继续补充当前单据的火车票",
+        )
+
+        db.refresh(old_conversation)
+        assert scoped_conversation.conversation_id != old_conversation.conversation_id
+        assert scoped_conversation.draft_claim_id == "claim-current"
+        assert old_conversation.draft_claim_id == "claim-old"
+        assert conflict_context == {"draft_claim_id": "claim-current"}
+        assert scoped_context["draft_claim_id"] == "claim-current"
+        assert scoped_context["conversation_history"] == []
+
+
 def test_orchestrator_history_query_filters_location_time_and_returns_real_amount(
     monkeypatch,
 ) -> None:
@@ -322,6 +376,89 @@ def test_orchestrator_history_query_filters_location_time_and_returns_real_amoun
         assert "321.45" in response.result["answer"]
 
 
+def test_orchestrator_archive_query_filters_archived_claims_and_limits_preview(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        employee = Employee(
+            id="emp-archive-query",
+            employee_no="E9021",
+            name="归档员工",
+            email="archive-query@example.com",
+        )
+        claims = []
+        for index in range(6):
+            claims.append(
+                ExpenseClaim(
+                    id=f"claim-archive-query-{index}",
+                    claim_no=f"EXP-ARCHIVE-{index + 1:03d}",
+                    employee=employee,
+                    employee_id=employee.id,
+                    employee_name="归档员工",
+                    department_name="交付部",
+                    expense_type="travel",
+                    reason=f"归档差旅 {index + 1}",
+                    location="上海",
+                    amount=Decimal("100.00") + Decimal(index),
+                    currency="CNY",
+                    invoice_count=1,
+                    occurred_at=datetime(2026, 2, index + 1, 9, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 2, index + 2, 10, 0, tzinfo=UTC),
+                    status="approved",
+                    approval_stage="归档入账",
+                )
+            )
+        draft_claim = ExpenseClaim(
+            id="claim-archive-query-draft",
+            claim_no="EXP-ARCHIVE-DRAFT",
+            employee=employee,
+            employee_id=employee.id,
+            employee_name="归档员工",
+            department_name="交付部",
+            expense_type="travel",
+            reason="未归档草稿",
+            location="上海",
+            amount=Decimal("999.00"),
+            currency="CNY",
+            invoice_count=0,
+            occurred_at=datetime(2026, 3, 1, 9, 0, tzinfo=UTC),
+            submitted_at=None,
+            status="draft",
+            approval_stage="待提交",
+        )
+        db.add_all([employee, *claims, draft_claim])
+        db.commit()
+
+        response = OrchestratorService(db).run(
+            OrchestratorRequest(
+                source="user_message",
+                user_id="archive-query@example.com",
+                message="帮我查询一下我的归档的单据有哪些？",
+                context_json={
+                    "client_now_iso": "2026-05-21T04:00:00.000Z",
+                    "client_timezone_offset_minutes": -480,
+                },
+            )
+        )
+
+        query_payload = response.result["query_payload"]
+        assert response.status == "succeeded"
+        assert response.trace_summary.intent == "query"
+        assert query_payload["record_count"] == 6
+        assert query_payload["preview_count"] == 5
+        assert query_payload["preview_limit"] == 5
+        assert query_payload["title"] == "最近 5 条你的归档报销单"
+        assert all(record["status"] == "approved" for record in query_payload["records"])
+        assert "EXP-ARCHIVE-DRAFT" not in [record["claim_no"] for record in query_payload["records"]]
+        assert response.result["suggested_actions"] == []
+        assert "下面先列出最近 5 条记录" in response.result["answer"]
+
+
 def test_orchestrator_expense_preview_does_not_persist_claim_before_user_action(
     monkeypatch,
 ) -> None:

server/tests/test_user_agent_service.py

@@ -700,6 +700,37 @@ def test_user_agent_guides_riding_fare_as_transport_expense() -> None:
         assert "“交通费”" in response.review_payload.intent_summary
 
 
+def test_user_agent_keeps_taxi_ticket_for_customer_dropoff_as_transport_expense() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        message = "送客户去机场，报销的士票"
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id="pytest",
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest",
+                message=message,
+                ontology=ontology,
+                tool_payload={"draft_only": True},
+            )
+        )
+
+        assert ontology.intent == "draft"
+        assert response.review_payload is not None
+        slot_map = {item.key: item for item in response.review_payload.slot_cards}
+        assert slot_map["expense_type"].value == "交通费"
+        assert slot_map["expense_type"].normalized_value == "transport"
+        assert slot_map["reason"].value == "送客户去机场，报销的士票"
+        assert "业务招待费" not in response.review_payload.intent_summary
+        assert "客户名称" not in response.review_payload.missing_slots
+        assert "参与人员" not in response.review_payload.missing_slots
+
+
 def test_user_agent_keeps_travel_range_when_user_adds_receipts_after_text_context() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:
@@ -1060,6 +1091,40 @@ def test_user_agent_returns_draft_limit_message_when_save_is_blocked() -> None:
         )
 
 
+def test_user_agent_save_draft_answer_guides_followup_to_existing_draft() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        context_json = {"review_action": "save_draft"}
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="请按当前识别信息保存报销草稿",
+                user_id="pytest",
+                context_json=context_json,
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest",
+                message="请按当前识别信息保存报销草稿",
+                ontology=ontology,
+                context_json=context_json,
+                tool_payload={
+                    "claim_id": "claim-1",
+                    "claim_no": "BX202605220001",
+                    "status": "draft",
+                    "approval_stage": "待提交",
+                },
+            )
+        )
+
+        assert response.draft_payload is not None
+        assert response.draft_payload.claim_no == "BX202605220001"
+        assert "已按您当前确认的信息保存为草稿 BX202605220001" in response.answer
+        assert "请关联这张草稿" in response.answer
+        assert "继续保存草稿" not in response.answer
+
+
 def test_user_agent_returns_submitted_draft_payload_for_review_next_step() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:
@@ -2022,6 +2087,8 @@ def test_user_agent_filters_deprecated_review_risk_briefs() -> None:
 def test_user_agent_submission_blocked_risk_level_only_marks_amount_reasons_high() -> None:
     assert UserAgentService._resolve_submission_blocked_risk_level("住宿金额超出当前职级差标") == "high"
     assert UserAgentService._resolve_submission_blocked_risk_level("缺少直属领导或参与人员信息") == "warning"
+    assert UserAgentService._is_submission_exception_explanation_reason("住宿金额超出当前职级差标，且未补充超标说明。")
+    assert not UserAgentService._is_submission_exception_explanation_reason("缺少直属领导或参与人员信息")
 
 
 def test_user_agent_review_payload_shows_ai_precheck_failure_in_main_message() -> None:
@@ -2066,11 +2133,13 @@ def test_user_agent_review_payload_shows_ai_precheck_failure_in_main_message() -
 
         assert response.review_payload is not None
         assert response.answer == response.review_payload.body_message
-        assert response.answer.startswith("AI预审未通过：住宿金额超出当前职级差标")
-        assert "整改后再继续提交" in response.answer
+        assert response.answer.startswith("检测到当前单据存在需要说明的超标风险")
+        assert "票据会先正常归集到单据中" in response.answer
+        assert "附加说明" in response.answer
         assert response.review_payload.can_proceed is False
         blocked_brief = next(item for item in response.review_payload.risk_briefs if item.title == "提交风险提示")
         assert blocked_brief.level == "high"
+        assert "不是票据归集阻断条件" in blocked_brief.detail
         assert not any(item.title == "AI预审未通过" for item in response.review_payload.risk_briefs)