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。
2026-05-22 16:00:19 +08:00
parent 1f15699013
commit 88ff04bef8
120 changed files with 6236 additions and 643 deletions
--- a/web/src/assets/styles/app.css
+++ b/web/src/assets/styles/app.css
@@ -96,6 +96,7 @@
 }
 .main.requests-main,
 .main.approval-main,
+.main.archive-main,
 .main.policies-main,
 .main.audit-main,
 .main.logs-main,
@@ -114,6 +115,7 @@
 .workarea { min-height: 0; overflow: auto; padding: 24px; }
 .workarea.requests-workarea,
 .workarea.approval-workarea,
+.workarea.archive-workarea,
 .workarea.policies-workarea,
 .workarea.audit-workarea,
 .workarea.logs-workarea,
--- a/web/src/assets/styles/views/archive-center-view.css
+++ b/web/src/assets/styles/views/archive-center-view.css
@@ -0,0 +1,54 @@
+.archive-page .status-tag.archived {
+  color: #0f766e;
+  background: rgba(16, 185, 129, 0.12);
+  border: 1px solid rgba(16, 185, 129, 0.22);
+}
+
+.archive-page .risk-tag.none {
+  background: #f1f5f9;
+  color: #64748b;
+}
+
+.archive-dropdown-filter {
+  position: relative;
+}
+
+.archive-dropdown-menu {
+  position: absolute;
+  top: calc(100% + 8px);
+  left: 0;
+  z-index: 12;
+  min-width: 148px;
+  max-height: 280px;
+  padding: 6px;
+  border: 1px solid #d7e0ea;
+  border-radius: 10px;
+  background: #fff;
+  box-shadow: 0 16px 32px rgba(15, 23, 42, 0.12);
+  overflow-y: auto;
+}
+
+.archive-dropdown-option {
+  display: block;
+  width: 100%;
+  min-height: 36px;
+  padding: 0 12px;
+  border: 0;
+  border-radius: 8px;
+  background: transparent;
+  color: #334155;
+  font-size: 13px;
+  font-weight: 600;
+  text-align: left;
+  cursor: pointer;
+}
+
+.archive-dropdown-option:hover,
+.archive-dropdown-option.active {
+  background: rgba(16, 185, 129, 0.1);
+  color: #047857;
+}
+
+.archive-page .hint {
+  color: #475569;
+}
--- a/web/src/assets/styles/views/travel-reimbursement-create-view-part3.css
+++ b/web/src/assets/styles/views/travel-reimbursement-create-view-part3.css
@@ -1089,23 +1089,3 @@
  gap: 12px;
  flex-wrap: wrap;
 }
-
-.review-upload-decision-modal {
-  display: grid;
-  gap: 18px;
-}
-
-.review-upload-decision-copy {
-  display: grid;
-  gap: 10px;
-}
-
-.review-upload-decision-actions {
-  justify-content: stretch;
-}
-
-.review-upload-decision-actions .primary-dialog-btn,
-.review-upload-decision-actions .secondary-dialog-btn {
-  flex: 1 1 168px;
-}
-
--- a/web/src/assets/styles/views/travel-reimbursement-create-view-part4.css
+++ b/web/src/assets/styles/views/travel-reimbursement-create-view-part4.css
@@ -453,10 +453,6 @@
    justify-content: stretch;
  }

-  .review-upload-decision-actions {
-    width: 100%;
-  }
-
  .primary-dialog-btn,
  .secondary-dialog-btn,
  .danger-dialog-btn {
--- a/web/src/assets/styles/views/travel-reimbursement-create-view.css
+++ b/web/src/assets/styles/views/travel-reimbursement-create-view.css
@@ -740,6 +740,38 @@
  color: #475569;
 }

+.message-answer-markdown :deep(.markdown-attachment-card) {
+  margin: 10px 0 12px;
+  padding: 12px 14px;
+  border: 1px solid #dbe4ee;
+  border-left: 4px solid #2563eb;
+  border-radius: 8px;
+  background: #f8fafc;
+  color: #334155;
+}
+
+.message-answer-markdown :deep(.markdown-attachment-card + .markdown-attachment-card) {
+  margin-top: 12px;
+}
+
+.message-answer-markdown :deep(.markdown-attachment-card p) {
+  margin: 0;
+}
+
+.message-answer-markdown :deep(.markdown-attachment-card p:first-child) {
+  color: #0f172a;
+  font-weight: 820;
+}
+
+.message-answer-markdown :deep(.markdown-attachment-card ul) {
+  margin-top: 8px;
+  padding-left: 18px;
+}
+
+.message-answer-markdown :deep(.markdown-attachment-card li + li) {
+  margin-top: 4px;
+}
+
 .message-answer-markdown :deep(code) {
  padding: 2px 6px;
  border-radius: 6px;
@@ -766,6 +798,22 @@
  text-decoration: underline;
 }

+.message-answer-markdown :deep(.markdown-action-paragraph) {
+  margin-top: 34px;
+  color: #475569;
+}
+
+.message-answer-markdown :deep(.markdown-action-link) {
+  color: #2563eb;
+  font-weight: 850;
+  text-decoration-thickness: 1.5px;
+  text-underline-offset: 3px;
+}
+
+.message-answer-markdown :deep(.markdown-action-link:hover) {
+  color: #1d4ed8;
+}
+
 .message-answer-markdown :deep(.markdown-table-wrap) {
  width: 100%;
  max-width: 100%;
@@ -1237,6 +1285,71 @@
  font-weight: 700;
 }

+.expense-query-risk-row {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 6px;
+  margin-top: 4px;
+}
+
+.expense-query-risk-chip {
+  max-width: 100%;
+  min-height: 24px;
+  display: inline-flex;
+  align-items: center;
+  gap: 5px;
+  padding: 0 8px;
+  border: 1px solid #fecaca;
+  border-radius: 999px;
+  background: #fff7ed;
+  color: #9a3412;
+  font: inherit;
+  font-size: 11px;
+  cursor: pointer;
+}
+
+.expense-query-risk-chip span,
+.expense-query-risk-chip em {
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.expense-query-risk-chip span {
+  max-width: 86px;
+  color: #7c2d12;
+}
+
+.expense-query-risk-chip strong {
+  flex-shrink: 0;
+  font-weight: 850;
+}
+
+.expense-query-risk-chip em {
+  max-width: 120px;
+  font-style: normal;
+}
+
+.expense-query-risk-chip.high {
+  border-color: #fecaca;
+  background: #fef2f2;
+  color: #b91c1c;
+}
+
+.expense-query-risk-chip.medium,
+.expense-query-risk-chip.warning {
+  border-color: #fed7aa;
+  background: #fff7ed;
+  color: #c2410c;
+}
+
+.expense-query-risk-chip.low,
+.expense-query-risk-chip.info {
+  border-color: #bfdbfe;
+  background: #eff6ff;
+  color: #1d4ed8;
+}
+
 .expense-query-pager {
  display: flex;
  align-items: center;
@@ -1513,4 +1626,3 @@
  font-size: 13px;
  font-weight: 900;
 }
-
--- a/web/src/assets/styles/views/travel-request-detail-view.css
+++ b/web/src/assets/styles/views/travel-request-detail-view.css
@@ -606,54 +606,6 @@
  gap: 8px;
 }

-.detail-note-tag-list,
-.risk-card-tag-list {
-  display: flex;
-  flex-wrap: wrap;
-  gap: 6px;
-}
-
-.risk-note-tag {
-  display: inline-flex;
-  align-items: center;
-  min-height: 22px;
-  padding: 0 8px;
-  border-radius: 999px;
-  font-size: 11px;
-  font-weight: 850;
-  line-height: 1;
-}
-
-.risk-note-tag.high {
-  background: #fef2f2;
-  color: #dc2626;
-}
-
-.risk-note-tag.medium {
-  background: #fff7ed;
-  color: #c2410c;
-}
-
-.risk-note-tag.low {
-  background: #eff6ff;
-  color: #2563eb;
-}
-
-.risk-note-tag.hotel {
-  background: #fdf2f8;
-  color: #be185d;
-}
-
-.risk-note-tag.traffic {
-  background: #ecfeff;
-  color: #0e7490;
-}
-
-.risk-note-tag.neutral {
-  background: #f1f5f9;
-  color: #475569;
-}
-
 .leader-approval-card {
  border-color: rgba(5, 150, 105, .18);
  background: linear-gradient(180deg, #ffffff 0%, #f7fdfb 100%);
--- a/web/src/components/layout/SidebarRail.vue
+++ b/web/src/components/layout/SidebarRail.vue
@@ -79,8 +79,9 @@ const {
 const sidebarMeta = {
  overview: { label: '财务总览' },
  workbench: { label: '个人工作台' },
-  requests: { label: '个人报销' },
+  requests: { label: '报销中心' },
  approval: { label: '审批中心' },
+  archive: { label: '归档中心' },
  policies: { label: '知识管理' },
  audit: { label: '任务规则中心' },
  logs: { label: '日志管理' },
--- a/web/src/composables/useAppShell.js
+++ b/web/src/composables/useAppShell.js
@@ -6,92 +6,29 @@ import { useNavigation, navItems } from './useNavigation.js'
 import { useRequests } from './useRequests.js'
 import { useSystemState } from './useSystemState.js'
 import { useToast } from './useToast.js'
-import { fetchLatestConversation } from '../services/orchestrator.js'
-import { normalizeRequestForUi } from '../utils/requestViewModel.js'
-import { buildWorkbenchSummary } from '../utils/workbenchSummary.js'
-
-const SESSION_TYPE_EXPENSE = 'expense'
-
-function isPlaceholderValue(value) {
-  const text = String(value || '').trim()
-  if (!text) {
-    return true
-  }
-
-  return ['待补充', '暂无', '无', '未知', '处理中'].includes(text.replace(/\s+/g, ''))
-}
-
-function hasMissingAttachment(request) {
-  const expenseItems = Array.isArray(request?.expenseItems) ? request.expenseItems : []
-
-  if (expenseItems.length) {
-    return expenseItems.some((item) => !String(item?.invoiceId || item?.invoice_id || '').trim())
-  }
-
-  const attachmentSummary = String(request?.attachmentSummary || '').trim()
-  const secondaryStatusValue = String(request?.secondaryStatusValue || '').trim()
-  return /待|缺|未/.test(attachmentSummary) || /待|缺|未/.test(secondaryStatusValue)
-}
-
-function hasPendingInfo(request) {
-  if (!request) {
-    return false
-  }
-
-  if (request.approvalKey === 'draft' || request.approvalKey === 'supplement') {
-    return true
-  }
-
-  if (!Number.isFinite(Number(request.amountValue)) || Number(request.amountValue) <= 0) {
-    return true
-  }
-
-  return [
-    request.profileDepartment,
-    request.profilePosition,
-    request.profileGrade,
-    request.profileManager,
-    request.reason,
-    request.occurredDisplay
-  ].some(isPlaceholderValue)
-}
-
-function resolveDetailAlertTone(request) {
-  if (request?.approvalKey === 'completed') return 'success'
-  if (request?.approvalKey === 'rejected') return 'danger'
-  return 'warning'
-}
-
-function buildDetailAlerts(request) {
-  if (!request) {
-    return []
-  }
-
-  const alerts = []
-  const nodeLabel = String(request.node || request.approval || '').trim()
-
-  if (nodeLabel) {
-    alerts.push({ label: nodeLabel, tone: resolveDetailAlertTone(request) })
-  }
-
-  if (hasMissingAttachment(request)) {
-    alerts.push({ label: '缺少票据', tone: 'warning' })
-  }
-
-  if (hasPendingInfo(request)) {
-    alerts.push({ label: '待补信息', tone: 'warning' })
-  }
-
-  return alerts.filter((item, index, list) => list.findIndex((entry) => entry.label === item.label) === index).slice(0, 3)
-}
-
-export function useAppShell() {
+import { fetchLatestConversation } from '../services/orchestrator.js'
+import { clearAssistantSessionSnapshotForDraftClaim } from '../utils/assistantSessionSnapshot.js'
+import { buildDetailAlerts } from '../utils/detailAlerts.js'
+import { normalizeRequestForUi } from '../utils/requestViewModel.js'
+import { buildWorkbenchSummary } from '../utils/workbenchSummary.js'
+
+const SESSION_TYPE_EXPENSE = 'expense'
+
+export function useAppShell() {
  const route = useRoute()
  const router = useRouter()

  const smartEntryOpen = ref(false)
-  const smartEntryContext = ref({ prompt: '', source: 'requests', request: null, files: [], conversation: null })
+  const smartEntryContext = ref({
+    prompt: '',
+    source: 'requests',
+    request: null,
+    files: [],
+    conversation: null,
+    scope: null
+  })
  const smartEntrySessionId = ref(0)
+  const smartEntryInvalidatedDraftClaimId = ref('')

  const { activeView, currentView, setView } = useNavigation()
  const {
@@ -208,25 +145,56 @@ export function useAppShell() {
    setView(view)
  }

-  function openTravelCreate() {
-    smartEntryOpen.value = true
-    smartEntryContext.value = { prompt: '', source: 'topbar', request: null, files: [], conversation: null }
-    smartEntrySessionId.value += 1
-  }
+  function openTravelCreate() {
+    smartEntryOpen.value = true
+    smartEntryContext.value = {
+      prompt: '',
+      source: 'topbar',
+      request: null,
+      files: [],
+      conversation: null,
+      scope: null
+    }
+    smartEntrySessionId.value += 1
+  }

-  function resolveCurrentUserId() {
-    const user = currentUser.value || {}
-    return String(user.username || user.name || 'anonymous').trim() || 'anonymous'
-  }
-
-  async function resolveSmartEntryConversation(payload = {}) {
-    if (payload.conversation) {
-      return payload.conversation
-    }
-
-    if (!payload.restoreLatestConversation) {
-      return null
-    }
+  function resolveCurrentUserId() {
+    const user = currentUser.value || {}
+    return String(user.username || user.name || 'anonymous').trim() || 'anonymous'
+  }
+
+  function resolveSmartEntryClaimScope(payload = {}) {
+    const request = payload.request && typeof payload.request === 'object' ? payload.request : null
+    const payloadScope = payload.scope && typeof payload.scope === 'object' ? payload.scope : null
+    const claimId = String(
+      payloadScope?.claimId ||
+        payloadScope?.claim_id ||
+        request?.claimId ||
+        request?.claim_id ||
+        ''
+    ).trim()
+    if (!claimId) {
+      return null
+    }
+    return { type: 'claim', claimId }
+  }
+
+  function isDetailClaimScopedPayload(payload = {}) {
+    return String(payload.source || '').trim() === 'detail' && Boolean(resolveSmartEntryClaimScope(payload))
+  }
+
+  async function resolveSmartEntryConversation(payload = {}) {
+    if (payload.conversation) {
+      return payload.conversation
+    }
+
+    if (isDetailClaimScopedPayload(payload)) {
+      return null
+    }
+
+    if (!payload.restoreLatestConversation) {
+      return null
+    }

    try {
      const latestPayload = await fetchLatestConversation(resolveCurrentUserId(), SESSION_TYPE_EXPENSE, {
@@ -240,17 +208,19 @@ export function useAppShell() {
    }
  }

-  async function openSmartEntry(payload = {}) {
-    const conversation = await resolveSmartEntryConversation(payload)
-    smartEntryOpen.value = true
-
-    smartEntryContext.value = {
-      prompt: payload.prompt ?? '',
-      source: payload.source ?? 'workbench',
-      request: payload.request ?? selectedRequest.value,
-      files: Array.isArray(payload.files) ? payload.files : [],
-      conversation
-    }
+  async function openSmartEntry(payload = {}) {
+    const conversation = await resolveSmartEntryConversation(payload)
+    const scope = resolveSmartEntryClaimScope(payload)
+    smartEntryOpen.value = true
+
+    smartEntryContext.value = {
+      prompt: payload.prompt ?? '',
+      source: payload.source ?? 'workbench',
+      request: payload.request ?? selectedRequest.value,
+      files: Array.isArray(payload.files) ? payload.files : [],
+      conversation,
+      scope
+    }
    smartEntrySessionId.value += 1
  }

@@ -262,15 +232,15 @@ export function useAppShell() {
    const claimNo = String(payload.claimNo || payload.claim_no || '').trim()
    const status = String(payload.status || payload.claimStatus || '').trim()
    const approvalStage = String(payload.approvalStage || payload.approval_stage || '').trim()
-    smartEntryOpen.value = false
    await reloadRequests()
-    void refreshApprovalInbox()
    if (status === 'submitted') {
+      smartEntryOpen.value = false
+      void refreshApprovalInbox()
      toast(`${claimNo || '该'}单据已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`)
-    } else {
-      toast(`${claimNo || '该'}单据已保存到草稿，请到报销页面查看。`)
+      router.push({ name: 'app-requests' })
+      return
    }
-    router.push({ name: 'app-requests' })
+    toast(`${claimNo || '该'}单据已保存为草稿，可继续上传票据或补充信息。`)
  }

  function openRequestDetail(request) {
@@ -289,7 +259,13 @@ export function useAppShell() {
    void refreshApprovalInbox()
  }

-  async function handleRequestDeleted() {
+  async function handleRequestDeleted(payload = {}) {
+    const deletedClaimId = String(payload.claimId || payload.claim_id || '').trim()
+    if (deletedClaimId) {
+      clearAssistantSessionSnapshotForDraftClaim(resolveCurrentUserId(), deletedClaimId, SESSION_TYPE_EXPENSE)
+      smartEntryInvalidatedDraftClaimId.value = deletedClaimId
+    }
+
    await reloadRequests()
    void refreshApprovalInbox()
    router.push({ name: 'app-requests' })
@@ -327,6 +303,7 @@ export function useAppShell() {
    selectedRequest,
    setView,
    smartEntryContext,
+    smartEntryInvalidatedDraftClaimId,
    smartEntryOpen,
    smartEntrySessionId,
    detailAlerts,
--- a/web/src/composables/useNavigation.js
+++ b/web/src/composables/useNavigation.js
@@ -3,7 +3,7 @@ import { useRoute, useRouter } from 'vue-router'

 import { icons } from '../data/icons.js'

-export const appViews = ['overview', 'workbench', 'requests', 'approval', 'policies', 'audit', 'logs', 'employees', 'settings']
+export const appViews = ['overview', 'workbench', 'requests', 'approval', 'archive', 'policies', 'audit', 'logs', 'employees', 'settings']

 export const navItems = [
  {
@@ -24,10 +24,10 @@ export const navItems = [
  },
  {
    id: 'requests',
-    label: '个人报销',
-    navHint: '查看和管理个人报销',
+    label: '报销中心',
+    navHint: '查看和管理报销单据',
    icon: icons.list,
-    title: '个人报销',
+    title: '报销中心',
    desc: '集中查看草稿、审批进度、票据状态与风险提示。'
  },
  {
@@ -38,6 +38,14 @@ export const navItems = [
    title: '审批中心',
    desc: '按优先级处理待审批事项，控制时效与风险。'
  },
+  {
+    id: 'archive',
+    label: '归档中心',
+    navHint: '查阅公司已归档财务数据',
+    icon: icons.archive,
+    title: '归档中心',
+    desc: '集中保存公司已归档入账的报销单据，形成完整财务归档库。'
+  },
  {
    id: 'policies',
    label: '制度知识',
@@ -85,6 +93,7 @@ const viewRouteNames = {
  workbench: 'app-workbench',
  requests: 'app-requests',
  approval: 'app-approval',
+  archive: 'app-archive',
  policies: 'app-policies',
  audit: 'app-audit',
  logs: 'app-logs',
--- a/web/src/composables/useRequests.js
+++ b/web/src/composables/useRequests.js
@@ -1,11 +1,14 @@
 import { computed, reactive, ref } from 'vue'

 import { fetchExpenseClaims } from '../services/reimbursements.js'
+import { filterActionableRiskFlags } from '../utils/riskFlags.js'

 const EXPENSE_TYPE_LABELS = {
  travel: '差旅费',
  train_ticket: '火车票',
  flight_ticket: '机票',
+  ship_ticket: '轮船票',
+  ferry_ticket: '轮船票',
  hotel_ticket: '住宿票',
  ride_ticket: '乘车',
  travel_allowance: '出差补贴',
@@ -31,6 +34,8 @@ const LOCATION_REQUIRED_EXPENSE_TYPES = new Set([

 const SYSTEM_GENERATED_EXPENSE_TYPES = new Set(['travel_allowance'])
 const LONG_DISTANCE_TRAVEL_EXPENSE_TYPES = new Set(['train_ticket', 'flight_ticket'])
+const ROUTE_DESCRIPTION_EXPENSE_TYPES = new Set(['train_ticket', 'flight_ticket', 'ship_ticket', 'ferry_ticket', 'ride_ticket'])
+const HOTEL_DESCRIPTION_EXPENSE_TYPES = new Set(['hotel_ticket'])

 const REIMBURSEMENT_PROGRESS_LABELS = [
  '创建单据',
@@ -135,6 +140,17 @@ function resolveLocationDisplay(location, typeCode) {
  return isLocationRequiredExpenseType(typeCode) ? '待补充' : '非必填'
 }

+function resolveExpenseDescriptionDetail(itemType, itemLocation) {
+  const normalizedType = normalizeExpenseType(itemType)
+  if (ROUTE_DESCRIPTION_EXPENSE_TYPES.has(normalizedType)) {
+    return '起始地-目的地'
+  }
+  if (HOTEL_DESCRIPTION_EXPENSE_TYPES.has(normalizedType)) {
+    return '目的地酒店'
+  }
+  return resolveLocationDisplay(itemLocation, normalizedType)
+}
+
 function resolveExpenseItemViewId(item, index, claim) {
  return String(item?.id || `${claim?.id || 'claim'}-item-${index}`)
 }
@@ -273,7 +289,7 @@ function buildRiskSummary(riskFlags) {
    return '无'
  }

-  const items = riskFlags.map((item) => stringifyRiskFlag(item)).filter(Boolean)
+  const items = filterActionableRiskFlags(riskFlags).map((item) => stringifyRiskFlag(item)).filter(Boolean)
  return items.length ? items.join('；') : '无'
 }

@@ -602,7 +618,7 @@ function buildExpenseItems(claim, riskSummary) {
      name: itemTypeLabel,
      category: itemTypeLabel,
      desc: itemReason || '待补充',
-      detail: resolveLocationDisplay(itemLocation, itemType),
+      detail: resolveExpenseDescriptionDetail(itemType, itemLocation),
      amount: itemAmountDisplay,
      status: isSystemGenerated ? '系统计算' : attachments.length ? '已识别' : '待补充',
      tone: isSystemGenerated ? 'system' : attachments.length ? 'ok' : 'bad',
@@ -654,6 +670,7 @@ export function mapExpenseClaimToRequest(claim) {
    applyTime: formatDateTime(applyDateTime) || '待补充',
    submittedAt: applyDateTime || '',
    createdAt: claim?.created_at || '',
+    updatedAt: claim?.updated_at || '',
    amount: parseNumber(claim?.amount),
    riskFlags: Array.isArray(claim?.risk_flags_json) ? claim.risk_flags_json : [],
    invoiceCount,
--- a/web/src/data/icons.js
+++ b/web/src/data/icons.js
@@ -5,6 +5,7 @@ export const icons = {
  workspace: iconPath('<path d="M4 20h16"/><path d="M6 20V8a2 2 0 0 1 2-2h8a2 2 0 0 1 2 2v12"/><path d="M9 10h6"/><path d="M9 14h6"/><path d="M12 3v3"/>'),
  list: iconPath('<path d="M8 6h13"/><path d="M8 12h13"/><path d="M8 18h13"/><path d="M3 6h.01"/><path d="M3 12h.01"/><path d="M3 18h.01"/>'),
  approval: iconPath('<path d="M9 11l2 2 4-5"/><path d="M20 12v5a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V7a2 2 0 0 1 2-2h8"/><path d="M17 3h4v4"/>'),
+  archive: iconPath('<path d="M3 7h18v13a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2z"/><path d="M3 7l2-3h14l2 3"/><path d="M10 12h4"/>'),
  file: iconPath('<path d="M14 2H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V8z"/><path d="M14 2v6h6"/><path d="M8 13h8"/><path d="M8 17h5"/>'),
  skill: iconPath('<path d="M12 3 9.5 8.5 3 11l6.5 2.5L12 19l2.5-5.5L21 11l-6.5-2.5z"/><path d="M19 19l.9 2 .9-2 2-.9-2-.9-.9-2-.9 2-2 .9z"/><path d="M5 5l.6 1.4L7 7l-1.4.6L5 9l-.6-1.4L3 7l1.4-.6z"/>'),
  users: iconPath('<path d="M16 21v-2a4 4 0 0 0-4-4H7a4 4 0 0 0-4 4v2"/><circle cx="9.5" cy="7" r="4"/><path d="M20 8v6"/><path d="M23 11h-6"/>'),
--- a/web/src/services/reimbursements.js
+++ b/web/src/services/reimbursements.js
@@ -8,6 +8,10 @@ export function fetchApprovalExpenseClaims() {
  return apiRequest('/reimbursements/claims/approvals')
 }

+export function fetchArchivedExpenseClaims() {
+  return apiRequest('/reimbursements/claims/archives')
+}
+
 export function fetchExpenseClaimDetail(claimId) {
  return apiRequest(`/reimbursements/claims/${encodeURIComponent(String(claimId || '').trim())}`)
 }
--- a/web/src/utils/accessControl.js
+++ b/web/src/utils/accessControl.js
@@ -1,75 +1,77 @@
-export const DEFAULT_APP_VIEW_ORDER = [
-  'overview',
-  'workbench',
-  'requests',
-  'approval',
-  'policies',
-  'audit',
-  'logs',
-  'employees',
-  'settings'
-]
-
-const ALWAYS_VISIBLE_VIEWS = new Set(['workbench', 'requests', 'policies'])
-const VIEW_ROLE_RULES = {
-  overview: ['finance', 'executive'],
-  approval: ['approver', 'finance', 'executive'],
-  audit: ['auditor', 'finance'],
-  logs: ['manager'],
-  employees: ['manager'],
-  settings: ['manager']
-}
-const CLAIM_MANAGER_ROLE_CODES = new Set(['executive'])
-const CLAIM_RETURN_ROLE_CODES = new Set(['finance', 'executive', 'manager', 'approver'])
-const CLAIM_LEADER_APPROVAL_ROLE_CODES = new Set(['manager', 'approver'])
+export const DEFAULT_APP_VIEW_ORDER = [
+  'overview',
+  'workbench',
+  'requests',
+  'approval',
+  'archive',
+  'policies',
+  'audit',
+  'logs',
+  'employees',
+  'settings'
+]
+
+const ALWAYS_VISIBLE_VIEWS = new Set(['workbench', 'requests', 'policies'])
+const VIEW_ROLE_RULES = {
+  overview: ['finance', 'executive'],
+  approval: ['approver', 'finance', 'executive'],
+  archive: ['finance', 'executive', 'auditor'],
+  audit: ['auditor', 'finance'],
+  logs: ['manager'],
+  employees: ['manager'],
+  settings: ['manager']
+}
+const CLAIM_MANAGER_ROLE_CODES = new Set(['executive'])
+const CLAIM_RETURN_ROLE_CODES = new Set(['finance', 'executive', 'manager', 'approver'])
+const CLAIM_LEADER_APPROVAL_ROLE_CODES = new Set(['manager', 'approver'])

 function normalizedRoleCodes(user) {
  if (!user) {
    return []
  }

-  return Array.isArray(user.roleCodes)
-    ? user.roleCodes.map((item) => String(item || '').trim().toLowerCase()).filter(Boolean)
-    : []
-}
+  return Array.isArray(user.roleCodes)
+    ? user.roleCodes.map((item) => String(item || '').trim().toLowerCase()).filter(Boolean)
+    : []
+}

-export function isManagerUser(user) {
-  return Boolean(user?.isAdmin) || normalizedRoleCodes(user).includes('manager')
-}
-
-export function isFinanceUser(user) {
-  return normalizedRoleCodes(user).includes('finance')
-}
-
-export function isExecutiveUser(user) {
-  return normalizedRoleCodes(user).includes('executive')
-}
-
-export function canManageExpenseClaims(user) {
-  if (Boolean(user?.isAdmin)) {
-    return true
-  }
-
-  return normalizedRoleCodes(user).some((roleCode) => CLAIM_MANAGER_ROLE_CODES.has(roleCode))
-}
-
-export function canReturnExpenseClaims(user) {
-  if (Boolean(user?.isAdmin)) {
-    return true
-  }
-
-  return normalizedRoleCodes(user).some((roleCode) => CLAIM_RETURN_ROLE_CODES.has(roleCode))
-}
-
-export function canApproveLeaderExpenseClaims(user) {
-  if (Boolean(user?.isAdmin)) {
-    return true
-  }
-
-  return normalizedRoleCodes(user).some((roleCode) => CLAIM_LEADER_APPROVAL_ROLE_CODES.has(roleCode))
-}
-
-export function canAccessAppView(user, viewId) {
+export function isManagerUser(user) {
+  return Boolean(user?.isAdmin) || normalizedRoleCodes(user).includes('manager')
+}
+
+export function isFinanceUser(user) {
+  return normalizedRoleCodes(user).includes('finance')
+}
+
+export function isExecutiveUser(user) {
+  return normalizedRoleCodes(user).includes('executive')
+}
+
+export function canManageExpenseClaims(user) {
+  if (Boolean(user?.isAdmin)) {
+    return true
+  }
+
+  return normalizedRoleCodes(user).some((roleCode) => CLAIM_MANAGER_ROLE_CODES.has(roleCode))
+}
+
+export function canReturnExpenseClaims(user) {
+  if (Boolean(user?.isAdmin)) {
+    return true
+  }
+
+  return normalizedRoleCodes(user).some((roleCode) => CLAIM_RETURN_ROLE_CODES.has(roleCode))
+}
+
+export function canApproveLeaderExpenseClaims(user) {
+  if (Boolean(user?.isAdmin)) {
+    return true
+  }
+
+  return normalizedRoleCodes(user).some((roleCode) => CLAIM_LEADER_APPROVAL_ROLE_CODES.has(roleCode))
+}
+
+export function canAccessAppView(user, viewId) {
  if (!viewId || !user) {
    return false
  }
--- a/web/src/utils/archiveCenterListFilters.js
+++ b/web/src/utils/archiveCenterListFilters.js
@@ -0,0 +1,216 @@
+import {
+  isActionableRiskFlag,
+  isRiskSummaryWithRisk,
+  normalizeRiskFlagTone
+} from './riskFlags.js'
+
+export const ARCHIVE_FILTER_ALL = 'all'
+
+export function countClaimRisks(riskFlags, riskSummary) {
+  let count = 0
+
+  for (const flag of Array.isArray(riskFlags) ? riskFlags : []) {
+    if (!isActionableRiskFlag(flag)) {
+      continue
+    }
+
+    if (!flag || typeof flag !== 'object') {
+      count += 1
+      continue
+    }
+
+    const points = Array.isArray(flag.points)
+      ? flag.points.map((point) => String(point || '').trim()).filter(Boolean)
+      : []
+
+    if (points.length) {
+      count += points.length
+      continue
+    }
+
+    const message = String(
+      flag.message || flag.reason || flag.summary || flag.label || flag.description || flag.title || ''
+    ).trim()
+
+    if (message) {
+      count += 1
+    }
+  }
+
+  if (!count && isRiskSummaryWithRisk(riskSummary)) {
+    return 1
+  }
+
+  return count
+}
+
+export function resolveArchiveRiskTone(riskFlags, riskSummary) {
+  let tone = 'low'
+
+  for (const flag of Array.isArray(riskFlags) ? riskFlags : []) {
+    if (!isActionableRiskFlag(flag)) {
+      continue
+    }
+
+    const flagTone = normalizeRiskFlagTone(flag)
+    if (flagTone === 'high') {
+      return 'high'
+    }
+    if (flagTone === 'medium') {
+      tone = 'medium'
+    }
+  }
+
+  if (tone === 'low' && isRiskSummaryWithRisk(riskSummary)) {
+    return 'medium'
+  }
+
+  return tone
+}
+
+export function formatArchiveRiskCountLabel(riskCount) {
+  const count = Math.max(0, Number(riskCount) || 0)
+  return `${count}条`
+}
+
+export function extractArchiveMonth(...values) {
+  for (const value of values) {
+    const text = String(value || '').trim()
+    if (!text) {
+      continue
+    }
+
+    const parsedDate = new Date(text)
+    if (!Number.isNaN(parsedDate.getTime())) {
+      const year = parsedDate.getFullYear()
+      const month = String(parsedDate.getMonth() + 1).padStart(2, '0')
+      return `${year}-${month}`
+    }
+
+    const matched = text.match(/(\d{4})-(\d{2})/)
+    if (matched) {
+      return `${matched[1]}-${matched[2]}`
+    }
+  }
+
+  return ''
+}
+
+export function formatArchiveMonthLabel(monthKey) {
+  const normalized = String(monthKey || '').trim()
+  const matched = normalized.match(/^(\d{4})-(\d{2})$/)
+  if (!matched) {
+    return normalized || '未知月份'
+  }
+
+  return `${matched[1]}年${matched[2]}月`
+}
+
+export function buildTypeFilterOptions(rows) {
+  const typeMap = new Map()
+
+  for (const row of rows) {
+    const value = String(row?.typeCode || 'other').trim() || 'other'
+    if (!typeMap.has(value)) {
+      typeMap.set(value, String(row?.type || row?.typeLabel || value).trim() || value)
+    }
+  }
+
+  return [
+    { value: ARCHIVE_FILTER_ALL, label: '全部类型' },
+    ...Array.from(typeMap.entries())
+      .sort((left, right) => left[1].localeCompare(right[1], 'zh-CN'))
+      .map(([value, label]) => ({ value, label }))
+  ]
+}
+
+export function buildDepartmentFilterOptions(rows) {
+  const departments = new Set()
+
+  for (const row of rows) {
+    const department = String(row?.department || row?.dept || '').trim()
+    if (department) {
+      departments.add(department)
+    }
+  }
+
+  return [
+    { value: ARCHIVE_FILTER_ALL, label: '全部部门' },
+    ...Array.from(departments)
+      .sort((left, right) => left.localeCompare(right, 'zh-CN'))
+      .map((value) => ({ value, label: value }))
+  ]
+}
+
+export function buildArchiveMonthFilterOptions(rows) {
+  const months = new Set()
+
+  for (const row of rows) {
+    const month = String(row?.archiveMonth || '').trim()
+    if (month) {
+      months.add(month)
+    }
+  }
+
+  return [
+    { value: ARCHIVE_FILTER_ALL, label: '全部月份' },
+    ...Array.from(months)
+      .sort((left, right) => right.localeCompare(left))
+      .map((value) => ({ value, label: formatArchiveMonthLabel(value) }))
+  ]
+}
+
+export function applyArchiveListFilters(rows, filters) {
+  let filteredRows = Array.isArray(rows) ? [...rows] : []
+
+  if (filters.tab && filters.tab !== '全部归档') {
+    filteredRows = filteredRows.filter((row) => row.archiveTab === filters.tab)
+  }
+
+  if (filters.risk === 'has') {
+    filteredRows = filteredRows.filter((row) => row.hasRisk)
+  } else if (filters.risk === 'none') {
+    filteredRows = filteredRows.filter((row) => !row.hasRisk)
+  } else if (filters.risk && filters.risk !== ARCHIVE_FILTER_ALL) {
+    filteredRows = filteredRows.filter((row) => row.hasRisk && row.riskTone === filters.risk)
+  }
+
+  if (filters.type && filters.type !== ARCHIVE_FILTER_ALL) {
+    filteredRows = filteredRows.filter((row) => String(row.typeCode || '').trim() === filters.type)
+  }
+
+  if (filters.department && filters.department !== ARCHIVE_FILTER_ALL) {
+    filteredRows = filteredRows.filter((row) => String(row.department || '').trim() === filters.department)
+  }
+
+  if (filters.archiveMonth && filters.archiveMonth !== ARCHIVE_FILTER_ALL) {
+    filteredRows = filteredRows.filter((row) => String(row.archiveMonth || '').trim() === filters.archiveMonth)
+  }
+
+  const keyword = String(filters.keyword || '').trim().toLowerCase()
+  if (keyword) {
+    filteredRows = filteredRows.filter((row) => (
+      String(row.id || '').toLowerCase().includes(keyword)
+      || String(row.applicant || '').toLowerCase().includes(keyword)
+      || String(row.department || '').toLowerCase().includes(keyword)
+      || String(row.type || '').toLowerCase().includes(keyword)
+      || String(row.amount || '').toLowerCase().includes(keyword)
+      || String(row.risk || '').toLowerCase().includes(keyword)
+      || String(row.riskCount ?? '').includes(keyword)
+      || String(row.archiveMonthLabel || '').toLowerCase().includes(keyword)
+    ))
+  }
+
+  return filteredRows
+}
+
+export function hasActiveArchiveListFilters(filters) {
+  return Boolean(
+    (filters.tab && filters.tab !== '全部归档')
+    || (filters.risk && filters.risk !== ARCHIVE_FILTER_ALL)
+    || (filters.type && filters.type !== ARCHIVE_FILTER_ALL)
+    || (filters.department && filters.department !== ARCHIVE_FILTER_ALL)
+    || (filters.archiveMonth && filters.archiveMonth !== ARCHIVE_FILTER_ALL)
+    || String(filters.keyword || '').trim()
+  )
+}
--- a/web/src/utils/assistantSessionSnapshot.js
+++ b/web/src/utils/assistantSessionSnapshot.js
@@ -22,12 +22,12 @@ function getStorage() {
  return window.localStorage
 }

-function emitSnapshotChange(sessionType) {
+function emitSnapshotChange(sessionType, detail = {}) {
  if (typeof window === 'undefined') {
    return
  }
  window.dispatchEvent(new CustomEvent(ASSISTANT_SESSION_SNAPSHOT_EVENT, {
-    detail: { sessionType: normalizeSessionType(sessionType) }
+    detail: { sessionType: normalizeSessionType(sessionType), ...detail }
  }))
 }

@@ -82,18 +82,39 @@ export function writeAssistantSessionSnapshot(userId, sessionType = 'expense', s
 export function clearAssistantSessionSnapshot(userId, sessionType = 'expense') {
  const storage = getStorage()
  if (!storage) {
-    return
+    return false
  }

  const normalizedSessionType = normalizeSessionType(sessionType)
  try {
    storage.removeItem(resolveAssistantSessionSnapshotKey(userId, normalizedSessionType))
-    emitSnapshotChange(normalizedSessionType)
+    emitSnapshotChange(normalizedSessionType, { action: 'clear' })
+    return true
  } catch (error) {
    console.warn('Failed to clear assistant session snapshot:', error)
+    return false
  }
 }

 export function hasAssistantSessionSnapshot(userId, sessionType = 'expense') {
  return Boolean(readAssistantSessionSnapshot(userId, sessionType)?.state)
 }
+
+function resolveSnapshotDraftClaimId(snapshot) {
+  const state = snapshot?.state && typeof snapshot.state === 'object' ? snapshot.state : {}
+  return String(state.draftClaimId || state.draft_claim_id || '').trim()
+}
+
+export function clearAssistantSessionSnapshotForDraftClaim(userId, claimId, sessionType = 'expense') {
+  const normalizedClaimId = String(claimId || '').trim()
+  if (!normalizedClaimId) {
+    return false
+  }
+
+  const snapshot = readAssistantSessionSnapshot(userId, sessionType)
+  if (resolveSnapshotDraftClaimId(snapshot) !== normalizedClaimId) {
+    return false
+  }
+
+  return clearAssistantSessionSnapshot(userId, sessionType)
+}
--- a/web/src/utils/detailAlerts.js
+++ b/web/src/utils/detailAlerts.js
@@ -0,0 +1,114 @@
+const SYSTEM_GENERATED_EXPENSE_TYPES = new Set(['travel_allowance'])
+const LOCATION_REQUIRED_EXPENSE_TYPES = new Set(['travel', 'meeting', 'entertainment'])
+
+function isPlaceholderValue(value) {
+  const text = String(value || '').trim()
+  if (!text) {
+    return true
+  }
+
+  return ['待补充', '暂无', '无', '未知', '处理中'].includes(text.replace(/\s+/g, ''))
+}
+
+function normalizeExpenseType(value) {
+  return String(value || '').trim() || 'other'
+}
+
+function isSystemGeneratedExpenseItem(item) {
+  const itemType = normalizeExpenseType(item?.itemType || item?.item_type)
+  return Boolean(item?.isSystemGenerated || item?.is_system_generated || SYSTEM_GENERATED_EXPENSE_TYPES.has(itemType))
+}
+
+function hasPositiveAmount(value) {
+  const amount = Number(value)
+  return Number.isFinite(amount) && amount > 0
+}
+
+function getExpenseItems(request) {
+  return Array.isArray(request?.expenseItems) ? request.expenseItems : []
+}
+
+export function hasMissingAttachment(request) {
+  const expenseItems = getExpenseItems(request)
+
+  if (expenseItems.length) {
+    return expenseItems.some((item) => {
+      if (isSystemGeneratedExpenseItem(item)) {
+        return false
+      }
+      return !String(item?.invoiceId || item?.invoice_id || '').trim()
+    })
+  }
+
+  const attachmentSummary = String(request?.attachmentSummary || '').trim()
+  const secondaryStatusValue = String(request?.secondaryStatusValue || '').trim()
+  return /待|缺|未/.test(attachmentSummary) || /待|缺|未/.test(secondaryStatusValue)
+}
+
+export function hasPendingInfo(request) {
+  if (!request) {
+    return false
+  }
+
+  const expenseItems = getExpenseItems(request).filter((item) => !isSystemGeneratedExpenseItem(item))
+  const hasItemValue = (resolver) => expenseItems.some((item) => !isPlaceholderValue(resolver(item)))
+  const hasItemAmount = expenseItems.some((item) => hasPositiveAmount(item?.itemAmount || item?.item_amount))
+  const requestType = normalizeExpenseType(request.typeCode || request.expense_type)
+  const locationRequired = LOCATION_REQUIRED_EXPENSE_TYPES.has(requestType)
+
+  if (!hasPositiveAmount(request.amountValue) && !hasItemAmount) {
+    return true
+  }
+
+  if (isPlaceholderValue(request.typeLabel) && !hasItemValue((item) => item?.itemType || item?.item_type)) {
+    return true
+  }
+
+  if (isPlaceholderValue(request.reason) && !hasItemValue((item) => item?.itemReason || item?.item_reason || item?.desc)) {
+    return true
+  }
+
+  if (isPlaceholderValue(request.occurredDisplay) && !hasItemValue((item) => item?.itemDate || item?.item_date || item?.time)) {
+    return true
+  }
+
+  if (
+    locationRequired
+    && isPlaceholderValue(request.location)
+    && isPlaceholderValue(request.city)
+    && !hasItemValue((item) => item?.itemLocation || item?.item_location)
+  ) {
+    return true
+  }
+
+  return false
+}
+
+function resolveDetailAlertTone(request) {
+  if (request?.approvalKey === 'completed') return 'success'
+  if (request?.approvalKey === 'rejected') return 'danger'
+  return 'warning'
+}
+
+export function buildDetailAlerts(request) {
+  if (!request) {
+    return []
+  }
+
+  const alerts = []
+  const nodeLabel = String(request.node || request.approval || '').trim()
+
+  if (nodeLabel) {
+    alerts.push({ label: nodeLabel, tone: resolveDetailAlertTone(request) })
+  }
+
+  if (hasMissingAttachment(request)) {
+    alerts.push({ label: '缺少票据', tone: 'warning' })
+  }
+
+  if (hasPendingInfo(request)) {
+    alerts.push({ label: '待补信息', tone: 'warning' })
+  }
+
+  return alerts.filter((item, index, list) => list.findIndex((entry) => entry.label === item.label) === index).slice(0, 3)
+}
--- a/web/src/utils/expenseClaimArchive.js
+++ b/web/src/utils/expenseClaimArchive.js
@@ -0,0 +1,14 @@
+export function isArchivedExpenseClaim(claim) {
+  const stage = String(claim?.approval_stage || claim?.approvalStage || '').trim()
+  const status = String(claim?.status || '').trim().toLowerCase()
+
+  if (stage === '归档入账' || stage === 'completed' || stage.includes('归档')) {
+    return true
+  }
+
+  if (!['approved', 'completed', 'paid'].includes(status)) {
+    return false
+  }
+
+  return !stage || stage === '归档入账' || stage === 'completed'
+}
--- a/web/src/utils/markdown.js
+++ b/web/src/utils/markdown.js
@@ -8,6 +8,76 @@ const markdown = new MarkdownIt({

 const defaultTableOpen = markdown.renderer.rules.table_open
 const defaultTableClose = markdown.renderer.rules.table_close
+const defaultParagraphOpen = markdown.renderer.rules.paragraph_open
+const defaultLinkOpen = markdown.renderer.rules.link_open
+const defaultBlockquoteOpen = markdown.renderer.rules.blockquote_open
+
+const ACTION_LINK_CLASS_BY_HREF = {
+  '#confirm-attachment-association': 'markdown-action-link-confirm'
+}
+
+function resolveActionLinkClass(href) {
+  const normalizedHref = String(href || '').trim()
+  return ACTION_LINK_CLASS_BY_HREF[normalizedHref] || ''
+}
+
+function inlineTokenHasActionLink(token) {
+  const children = Array.isArray(token?.children) ? token.children : []
+  return children.some((child) => (
+    child?.type === 'link_open' && resolveActionLinkClass(child.attrGet?.('href'))
+  ))
+}
+
+function resolveInlineTokenPlainText(token) {
+  const children = Array.isArray(token?.children) ? token.children : []
+  const childText = children
+    .filter((child) => ['text', 'code_inline'].includes(String(child?.type || '')))
+    .map((child) => String(child?.content || ''))
+    .join('')
+    .trim()
+  return childText || String(token?.content || '').replace(/[*_`]+/g, '').trim()
+}
+
+function blockquoteHasAttachmentHeading(tokens, idx) {
+  for (let i = idx + 1; i < tokens.length; i += 1) {
+    const token = tokens[i]
+    if (token?.type === 'blockquote_close') {
+      return false
+    }
+    if (token?.type === 'inline') {
+      return /^附件\s*\d+\s*[：:]/.test(resolveInlineTokenPlainText(token))
+    }
+  }
+  return false
+}
+
+markdown.renderer.rules.paragraph_open = (tokens, idx, options, env, self) => {
+  if (inlineTokenHasActionLink(tokens[idx + 1])) {
+    tokens[idx].attrJoin('class', 'markdown-action-paragraph')
+  }
+  return defaultParagraphOpen
+    ? defaultParagraphOpen(tokens, idx, options, env, self)
+    : self.renderToken(tokens, idx, options)
+}
+
+markdown.renderer.rules.link_open = (tokens, idx, options, env, self) => {
+  const actionClass = resolveActionLinkClass(tokens[idx].attrGet('href'))
+  if (actionClass) {
+    tokens[idx].attrJoin('class', `markdown-action-link ${actionClass}`)
+  }
+  return defaultLinkOpen
+    ? defaultLinkOpen(tokens, idx, options, env, self)
+    : self.renderToken(tokens, idx, options)
+}
+
+markdown.renderer.rules.blockquote_open = (tokens, idx, options, env, self) => {
+  if (blockquoteHasAttachmentHeading(tokens, idx)) {
+    tokens[idx].attrJoin('class', 'markdown-attachment-card')
+  }
+  return defaultBlockquoteOpen
+    ? defaultBlockquoteOpen(tokens, idx, options, env, self)
+    : self.renderToken(tokens, idx, options)
+}

 markdown.renderer.rules.table_open = (tokens, idx, options, env, self) => (
  `<div class="markdown-table-wrap">${defaultTableOpen ? defaultTableOpen(tokens, idx, options, env, self) : '<table>'}`
--- a/web/src/utils/riskFlags.js
+++ b/web/src/utils/riskFlags.js
@@ -0,0 +1,107 @@
+const NO_RISK_SUMMARY_VALUES = new Set(['无', '暂无异常', '无异常', '暂无风险'])
+const NON_RISK_SOURCES = new Set([
+  'manual_approval',
+  'finance_approval',
+  'approval',
+  'approval_log',
+  'expense_claim_approval',
+  'expense_claim_finance_approval'
+])
+const NON_RISK_EVENTS = new Set([
+  'expense_claim_approval',
+  'expense_claim_finance_approval'
+])
+const NON_RISK_TONES = new Set(['info', 'pass', 'success', 'approved', 'ok', 'none'])
+const RISK_SOURCES = new Set([
+  'attachment_analysis',
+  'submission_review',
+  'manual_return',
+  'platform_risk',
+  'policy_review',
+  'scene_policy_review'
+])
+
+function normalizeText(value) {
+  return String(value || '').trim()
+}
+
+function normalizeKey(value) {
+  return normalizeText(value).toLowerCase()
+}
+
+function isApprovalOnlyText(value) {
+  const text = normalizeText(value)
+  if (!text) {
+    return true
+  }
+
+  return (
+    /^(同意|通过|审批通过|审核通过|已同意|无意见)$/.test(text)
+    || /已审批通过/.test(text)
+    || /已完成财务审核/.test(text)
+    || /进入归档入账/.test(text)
+    || /流转至/.test(text)
+  )
+}
+
+export function normalizeRiskFlagTone(flag) {
+  if (!flag || typeof flag !== 'object') {
+    return normalizeText(flag) ? 'medium' : 'none'
+  }
+
+  const tone = normalizeKey(flag.severity || flag.tone || flag.level || flag.riskTone || flag.risk_tone)
+  if (['high', 'medium', 'low'].includes(tone)) {
+    return tone
+  }
+  if (NON_RISK_TONES.has(tone)) {
+    return 'none'
+  }
+
+  const source = normalizeKey(flag.source)
+  if (source === 'manual_return') {
+    return 'medium'
+  }
+  if (RISK_SOURCES.has(source)) {
+    return 'medium'
+  }
+
+  const riskText = normalizeText(flag.message || flag.reason || flag.summary || flag.label || flag.description || flag.title)
+  if (riskText && !isApprovalOnlyText(riskText)) {
+    return 'medium'
+  }
+
+  return 'none'
+}
+
+export function isActionableRiskFlag(flag) {
+  if (!flag || typeof flag !== 'object') {
+    const text = normalizeText(flag)
+    return Boolean(text && !isApprovalOnlyText(text))
+  }
+
+  const source = normalizeKey(flag.source)
+  const eventType = normalizeKey(flag.event_type || flag.eventType)
+  if (NON_RISK_SOURCES.has(source) || NON_RISK_EVENTS.has(eventType)) {
+    return false
+  }
+
+  const tone = normalizeRiskFlagTone(flag)
+  if (tone === 'high' || tone === 'medium' || tone === 'low') {
+    return true
+  }
+
+  return false
+}
+
+export function filterActionableRiskFlags(riskFlags) {
+  return (Array.isArray(riskFlags) ? riskFlags : []).filter((flag) => isActionableRiskFlag(flag))
+}
+
+export function isRiskSummaryWithRisk(riskSummary) {
+  const summary = normalizeText(riskSummary)
+  if (!summary || NO_RISK_SUMMARY_VALUES.has(summary) || isApprovalOnlyText(summary)) {
+    return false
+  }
+
+  return true
+}
--- a/web/src/views/AppShellRouteView.vue
+++ b/web/src/views/AppShellRouteView.vue
@@ -17,6 +17,7 @@
        'workbench-main': activeView === 'workbench',
        'requests-main': activeView === 'requests',
        'approval-main': activeView === 'approval',
+        'archive-main': activeView === 'archive',
        'policies-main': activeView === 'policies',
        'audit-main': activeView === 'audit',
        'audit-detail-main': activeView === 'audit' && auditDetailOpen,
@@ -49,7 +50,7 @@
      />

      <FilterBar
-        v-if="activeView !== 'overview' && activeView !== 'workbench' && activeView !== 'requests' && activeView !== 'approval' && activeView !== 'policies' && activeView !== 'audit' && activeView !== 'logs' && activeView !== 'employees' && activeView !== 'settings'"
+        v-if="activeView !== 'overview' && activeView !== 'workbench' && activeView !== 'requests' && activeView !== 'approval' && activeView !== 'archive' && activeView !== 'policies' && activeView !== 'audit' && activeView !== 'logs' && activeView !== 'employees' && activeView !== 'settings'"
        :compact="activeView === 'overview'"
        :filters="filters"
        :ranges="ranges"
@@ -62,6 +63,7 @@
        :class="{
          'requests-workarea': activeView === 'requests',
          'approval-workarea': activeView === 'approval',
+          'archive-workarea': activeView === 'archive',
          'policies-workarea': activeView === 'policies',
          'audit-workarea': activeView === 'audit',
          'logs-workarea': activeView === 'logs',
@@ -105,6 +107,7 @@
        />

        <ApprovalCenterView v-else-if="activeView === 'approval'" />
+        <ArchiveCenterView v-else-if="activeView === 'archive'" />
        <PoliciesView v-else-if="activeView === 'policies'" @summary-change="knowledgeSummary = $event" />
        <AuditView v-else-if="activeView === 'audit'" @detail-open-change="auditDetailOpen = $event" />
        <LogDetailView v-else-if="activeView === 'logs' && logDetailMode" />
@@ -122,6 +125,7 @@
      :initial-conversation="smartEntryContext.conversation"
      :entry-source="smartEntryContext.source"
      :request-context="smartEntryContext.request"
+      :invalidated-draft-claim-id="smartEntryInvalidatedDraftClaimId"
      @close="closeSmartEntry"
      @draft-saved="handleDraftSaved"
    />
@@ -140,6 +144,7 @@ import TravelReimbursementCreateView from './TravelReimbursementCreateView.vue'
 import TravelRequestDetailView from './TravelRequestDetailView.vue'
 import RequestsView from './RequestsView.vue'
 import ApprovalCenterView from './ApprovalCenterView.vue'
+import ArchiveCenterView from './ArchiveCenterView.vue'
 import PoliciesView from './PoliciesView.vue'
 import AuditView from './AuditView.vue'
 import LogsView from './LogsView.vue'
@@ -187,6 +192,7 @@ const {
  search,
  selectedRequest,
  smartEntryContext,
+  smartEntryInvalidatedDraftClaimId,
  smartEntryOpen,
  smartEntrySessionId,
  toast,
--- a/web/src/views/ArchiveCenterView.vue
+++ b/web/src/views/ArchiveCenterView.vue
@@ -0,0 +1,141 @@
+<template>
+  <section class="approval-page archive-page">
+    <TravelRequestDetailView
+      v-if="selectedRow"
+      :request="selectedRow"
+      back-label="返回归档列表"
+      @back-to-requests="closeSelectedDetail"
+      @request-updated="reload"
+      @request-deleted="reload"
+    />
+
+    <article v-else class="approval-list panel">
+      <nav class="status-tabs" aria-label="归档分类">
+        <button
+          v-for="tab in tabs"
+          :key="tab"
+          type="button"
+          :class="{ active: activeTab === tab }"
+          @click="activeTab = tab"
+        >
+          {{ tab }}
+        </button>
+      </nav>
+
+      <div class="list-toolbar">
+        <div class="filter-set">
+          <div class="list-search">
+            <i class="mdi mdi-magnify"></i>
+            <input v-model="listKeyword" type="search" placeholder="搜索单号、申请人、部门、报销类型..." />
+          </div>
+
+          <div
+            v-for="dropdown in filterDropdowns"
+            :key="dropdown.key"
+            class="archive-dropdown-filter"
+            :class="{ open: openFilterKey === dropdown.key }"
+          >
+            <button class="filter-btn" type="button" @click="toggleFilterDropdown(dropdown.key)">
+              <span>{{ dropdown.label }}</span>
+              <i class="mdi mdi-chevron-down"></i>
+            </button>
+            <div
+              v-if="openFilterKey === dropdown.key"
+              class="archive-dropdown-menu"
+              role="menu"
+              :aria-label="`${dropdown.label}筛选`"
+            >
+              <button
+                v-for="option in dropdown.options"
+                :key="`${dropdown.key}-${option.value}`"
+                type="button"
+                class="archive-dropdown-option"
+                :class="{ active: dropdown.activeValue === option.value }"
+                role="menuitem"
+                @click="selectFilterValue(dropdown.key, option.value)"
+              >
+                {{ option.label }}
+              </button>
+            </div>
+          </div>
+        </div>
+      </div>
+
+      <p class="hint"><i class="mdi mdi-information-outline"></i> 归档中心保存公司已归档入账的报销数据，点击单据行查看详情</p>
+
+      <div class="table-wrap" :class="{ 'is-empty': showEmpty }">
+        <div v-if="loading" class="table-state">
+          <TableLoadingState
+            title="归档数据同步中"
+            message="正在加载公司已归档的报销单据"
+            icon="mdi mdi-archive-check-outline"
+          />
+        </div>
+
+        <div v-else-if="error" class="table-state error">
+          <i class="mdi mdi-alert-circle-outline"></i>
+          <strong>归档列表加载失败</strong>
+          <p>{{ error }}</p>
+          <button class="state-action" type="button" @click="reload">重新加载</button>
+        </div>
+
+        <TableEmptyState
+          v-else-if="showEmpty"
+          :eyebrow="archiveEmptyState.eyebrow"
+          :title="archiveEmptyState.title"
+          :description="archiveEmptyState.desc"
+          :icon="archiveEmptyState.icon"
+          :action-label="archiveEmptyState.actionLabel"
+          :action-icon="archiveEmptyState.actionIcon"
+          :tone="archiveEmptyState.tone"
+          :art-label="archiveEmptyState.artLabel"
+          :tips="archiveEmptyState.tips"
+          @action="handleEmptyAction"
+        />
+
+        <table v-else>
+          <colgroup>
+            <col><col><col><col><col><col><col><col><col>
+          </colgroup>
+          <thead>
+            <tr>
+              <th>单号</th>
+              <th>申请人</th>
+              <th>申请部门</th>
+              <th>报销类型</th>
+              <th>金额</th>
+              <th>提交时间 <i class="mdi mdi-sort"></i></th>
+              <th>归档节点</th>
+              <th>风险</th>
+              <th>状态</th>
+            </tr>
+          </thead>
+          <tbody>
+            <tr v-for="row in visibleRows" :key="row.id" @click="selectedRow = row">
+              <td><strong class="doc-id">{{ row.id }}</strong></td>
+              <td>
+                <span class="person">
+                  <span class="avatar">{{ row.avatar }}</span>
+                  {{ row.applicant }}
+                </span>
+              </td>
+              <td>{{ row.department }}</td>
+              <td>{{ row.type }}</td>
+              <td>{{ row.amount }}</td>
+              <td>{{ row.time }}</td>
+              <td>{{ row.node }}</td>
+              <td><span class="risk-tag" :class="row.riskTone">{{ row.risk }}</span></td>
+              <td><span class="status-tag archived">{{ row.status }}</span></td>
+            </tr>
+          </tbody>
+        </table>
+      </div>
+    </article>
+  </section>
+</template>
+
+<script src="./scripts/ArchiveCenterView.js"></script>
+
+<style scoped src="../assets/styles/views/approval-center-view.css"></style>
+<style scoped src="../assets/styles/views/approval-center-view-part2.css"></style>
+<style scoped src="../assets/styles/views/archive-center-view.css"></style>
--- a/web/src/views/PoliciesView.vue
+++ b/web/src/views/PoliciesView.vue
@@ -24,7 +24,7 @@
                  :class="{ active: activeFolder === folder.name }"
                  @click="activeFolder = folder.name"
                >
-                  <i :class="folder.icon"></i>
+                  <i :class="resolveKnowledgeFolderIcon(folder, activeFolder)"></i>
                  <span>{{ folder.name }}</span>
                  <b>{{ folder.count }}</b>
                </button>
--- a/web/src/views/TravelReimbursementCreateView.vue
+++ b/web/src/views/TravelReimbursementCreateView.vue
@@ -1,6 +1,6 @@
 <template>
  <Teleport to="body">
-    <Transition name="assistant-modal" @after-leave="emitCloseAfterLeave">
+    <Transition name="assistant-modal" @after-enter="handleAssistantModalAfterEnter" @after-leave="emitCloseAfterLeave">
      <div v-if="workbenchVisible" class="assistant-overlay">
        <section class="assistant-modal">
          <div class="assistant-header-actions">
@@ -127,7 +127,7 @@
                      </div>
                    </div>

-                    <div v-if="message.role === 'assistant' && !message.reviewPayload && message.meta?.length" class="message-meta-row">
+                    <div v-if="message.role === 'assistant' && !message.reviewPayload && !message.queryPayload && message.meta?.length" class="message-meta-row">
                      <span
                        v-for="item in message.meta"
                        :key="item"
@@ -139,7 +139,7 @@
                    </div>

                    <div
-                      v-if="message.role === 'assistant' && !message.reviewPayload && message.suggestedActions?.length"
+                      v-if="message.role === 'assistant' && !message.reviewPayload && !message.queryPayload && message.suggestedActions?.length"
                      class="message-suggested-actions"
                    >
                      <button
@@ -173,7 +173,7 @@
                    </div>

                    <details
-                      v-if="message.role === 'assistant' && !message.reviewPayload && message.citations?.length"
+                      v-if="message.role === 'assistant' && !message.reviewPayload && !message.queryPayload && message.citations?.length"
                      class="message-detail-block message-citation-disclosure"
                    >
                      <summary>
@@ -197,7 +197,7 @@
                      class="message-detail-block expense-query-block"
                    >
                      <strong>
-                        {{ message.queryPayload.title || (message.queryPayload.selectionMode === 'draft_association' ? '选择关联草稿' : (message.queryPayload.recentWindowApplied ? '近 10 日单据' : '单据明细')) }}
+                        {{ message.queryPayload.title || (message.queryPayload.selectionMode === 'draft_association' ? '选择关联草稿' : '最近 5 条筛选结果') }}
                      </strong>

                      <p v-if="buildExpenseQueryWindowLabel(message.queryPayload)" class="expense-query-window-label">
@@ -242,6 +242,20 @@
                              <span>{{ record.dateDisplay }}</span>
                              <span>{{ record.amountDisplay }}</span>
                            </div>
+                            <div v-if="record.riskItems?.length" class="expense-query-risk-row">
+                              <button
+                                v-for="risk in record.riskItems"
+                                :key="`${message.id}-${record.claimId}-${risk.key}`"
+                                type="button"
+                                class="expense-query-risk-chip"
+                                :class="risk.level"
+                                @click.stop="appendExpenseQueryRiskToConversation(record, risk)"
+                              >
+                                <span>{{ record.claimNo }}</span>
+                                <strong>{{ risk.levelLabel }}</strong>
+                                <em>{{ risk.title }}</em>
+                              </button>
+                            </div>
                          </div>
                          <i class="mdi mdi-chevron-right"></i>
                        </button>
@@ -289,15 +303,19 @@
                        <span>{{ message.queryPayload.emptyText || '当前没有可直接展开的近期待办单据。' }}</span>
                      </div>

-                      <p v-if="buildExpenseQueryHint(message.queryPayload)" class="expense-query-hint">
-                        {{ buildExpenseQueryHint(message.queryPayload) }}
+                      <p
+                        v-if="buildExpenseQueryHint(message.queryPayload)"
+                        class="expense-query-hint message-answer-markdown"
+                        v-html="renderMarkdown(buildExpenseQueryHint(message.queryPayload))"
+                        @click="handleAssistantMarkdownClick($event, message)"
+                      >
                      </p>
                    </div>

                    <div v-if="message.role === 'assistant' && message.reviewPayload" class="message-detail-block review-message-block">
                      <div class="review-plain-followup">
                        <template
-                          v-for="followup in [buildReviewPlainFollowupCopy(message.reviewPayload)]"
+                          v-for="followup in [buildReviewPlainFollowupForMessage(message)]"
                          :key="`${message.id}-review-followup`"
                        >
                          <h3
@@ -684,7 +702,7 @@

                  <div v-if="activeReviewPayload || isReviewFlowDrawer" class="review-insight-tools">
                    <button
-                      v-if="activeReviewPayload"
+                      v-if="activeReviewPayload && reviewOverviewDrawerAvailable"
                      type="button"
                      class="review-insight-switch-icon-btn"
                      :class="{
@@ -836,7 +854,7 @@

                    <template v-else-if="currentInsight.intent === 'agent' && currentInsight.agent">
                      <template v-if="activeReviewPayload">
-                        <template v-if="!isReviewDocumentDrawer && !isReviewRiskDrawer && !isReviewFlowDrawer">
+                        <template v-if="reviewOverviewDrawerAvailable && !isReviewDocumentDrawer && !isReviewRiskDrawer && !isReviewFlowDrawer">
                          <section class="review-side-card review-side-overview-card">
                            <div class="review-side-intent-row">
                              <i class="mdi mdi-account-outline"></i>
@@ -1221,7 +1239,7 @@
                        </button>
                      </template>

-                      <section v-if="currentInsight.agent.citations?.length && !activeReviewPayload" class="insight-card">
+                      <section v-if="currentInsight.agent.citations?.length && !currentInsight.agent.queryPayload && !activeReviewPayload" class="insight-card">
                        <div class="card-head">
                          <h4>制度依据</h4>
                        </div>
@@ -1284,30 +1302,6 @@
      @confirm="confirmDeleteCurrentSession"
    />

-    <Transition name="assistant-modal">
-      <div v-if="uploadDecisionDialogOpen" class="assistant-overlay review-overlay">
-        <section class="review-confirm-modal review-upload-decision-modal">
-          <div class="review-upload-decision-copy">
-            <span class="assistant-badge">上传票据</span>
-            <h3>检测到你已有单据事件</h3>
-            <p>这次新上传的附件需要先确认处理方式。你可以继续归集到上一笔单据，也可以重新开启一张新单据。</p>
-          </div>
-
-          <div class="review-confirm-actions review-upload-decision-actions">
-            <button type="button" class="primary-dialog-btn" :disabled="submitting || reviewActionBusy" @click="continueExistingUpload">
-              继续
-            </button>
-            <button type="button" class="secondary-dialog-btn" :disabled="submitting || reviewActionBusy" @click="createNewUploadDocument">
-              新单据
-            </button>
-            <button type="button" class="secondary-dialog-btn" :disabled="submitting || reviewActionBusy" @click="closeUploadDecisionDialog">
-              取消
-            </button>
-          </div>
-        </section>
-      </div>
-    </Transition>
-
    <Transition name="assistant-modal">
      <div v-if="documentPreviewDialog.open" class="assistant-overlay review-overlay">
        <section class="review-preview-modal">
--- a/web/src/views/TravelRequestDetailView.vue
+++ b/web/src/views/TravelRequestDetailView.vue
@@ -97,20 +97,11 @@
              </div>
              <div v-if="canEditDetailNote" class="detail-note-editor">
                <textarea
-                  v-model="detailNoteEditor"
+                  v-model="detailNoteEditorView"
                  maxlength="500"
                  placeholder="例如：去北京客户现场出差，拜访 XX 客户并处理项目验收事项"
                  aria-label="附加说明"
                ></textarea>
-                <div v-if="detailNoteTags.length" class="detail-note-tag-list" aria-label="附加说明风险标签">
-                  <span
-                    v-for="tag in detailNoteTags"
-                    :key="tag"
-                    :class="['risk-note-tag', resolveRiskTagClass(tag)]"
-                  >
-                    {{ tag }}
-                  </span>
-                </div>
                <div class="detail-note-editor-meta">
                  <span>仅草稿待提交状态可编辑，提交后将作为明确说明展示。</span>
                  <div class="detail-note-actions">
@@ -136,15 +127,6 @@
              </div>
              <div v-else class="detail-note readonly">
                <p>{{ detailNote }}</p>
-                <div v-if="detailNoteTags.length" class="detail-note-tag-list" aria-label="附加说明风险标签">
-                  <span
-                    v-for="tag in detailNoteTags"
-                    :key="tag"
-                    :class="['risk-note-tag', resolveRiskTagClass(tag)]"
-                  >
-                    {{ tag }}
-                  </span>
-                </div>
              </div>
            </article>

@@ -178,8 +160,8 @@
                <table>
                  <thead>
                    <tr>
-                      <th class="col-time">时间</th>
                      <th class="col-filled-at">填写时间</th>
+                      <th class="col-time">发生时间</th>
                      <th class="col-type">费用项目</th>
                      <th class="col-desc">说明</th>
                      <th class="col-amount">金额</th>
@@ -190,6 +172,10 @@
                  <tbody>
                    <template v-for="item in expenseItems" :key="item.id">
                      <tr :class="{ 'system-generated-row': item.isSystemGenerated }">
+                        <td class="expense-filled-at col-filled-at">
+                          <strong>{{ item.filledAt }}</strong>
+                          <span>条款填写时间</span>
+                        </td>
                        <td :class="['expense-time col-time', { 'has-major-risk': isMajorExpenseRisk(item) }]">
                          <i
                            v-if="isMajorExpenseRisk(item)"
@@ -208,10 +194,6 @@
                            <span>{{ item.dayLabel }}</span>
                          </template>
                        </td>
-                        <td class="expense-filled-at col-filled-at">
-                          <strong>{{ item.filledAt }}</strong>
-                          <span>条款填写时间</span>
-                        </td>
                        <td class="expense-type col-type">
                          <template v-if="editingExpenseId === item.id">
                            <div class="cell-editor">
@@ -405,11 +387,11 @@
              </div>
            </article>

-            <article v-if="isEditableRequest" class="detail-card panel validation-card">
+            <article v-if="showAiAdvicePanel" class="detail-card panel validation-card">
              <div class="validation-head">
                <div>
-                  <h3>AI建议</h3>
-                  <p>按建议顺序补齐信息或处理风险后，再发起审批。</p>
+                  <h3>{{ aiAdviceTitle }}</h3>
+                  <p>{{ aiAdviceHint }}</p>
                </div>
                <span :class="['validation-pill', aiAdvice.tone]">{{ aiAdvice.badge }}</span>
              </div>
@@ -434,15 +416,6 @@
                        <span>{{ card.label }}</span>
                        <strong>{{ card.title }}</strong>
                      </div>
-                      <div v-if="card.tags?.length" class="risk-card-tag-list" aria-label="风险标签">
-                        <span
-                          v-for="tag in card.tags"
-                          :key="tag"
-                          :class="['risk-note-tag', resolveRiskTagClass(tag)]"
-                        >
-                          {{ tag }}
-                        </span>
-                      </div>
                      <p class="risk-advice-point">{{ card.risk }}</p>
                      <div class="risk-advice-meta">
                        <div>
@@ -733,15 +706,6 @@
            <strong>{{ currentSubmitRiskWarning.title }}</strong>
          </div>
          <p>{{ currentSubmitRiskWarning.risk }}</p>
-          <div class="risk-card-tag-list" aria-label="风险标签">
-            <span
-              v-for="tag in currentSubmitRiskWarning.tags"
-              :key="tag"
-              :class="['risk-note-tag', resolveRiskTagClass(tag)]"
-            >
-              {{ tag }}
-            </span>
-          </div>
          <textarea
            v-model="riskOverrideReasons[currentSubmitRiskWarning.id]"
            maxlength="160"
--- a/web/src/views/scripts/ApprovalCenterView.js
+++ b/web/src/views/scripts/ApprovalCenterView.js
@@ -6,6 +6,11 @@ import { useApprovalInbox } from '../../composables/useApprovalInbox.js'
 import { useSystemState } from '../../composables/useSystemState.js'
 import { fetchApprovalExpenseClaims } from '../../services/reimbursements.js'
 import { listPendingApprovalRequests } from '../../utils/approvalInbox.js'
+import {
+  filterActionableRiskFlags,
+  isRiskSummaryWithRisk,
+  normalizeRiskFlagTone
+} from '../../utils/riskFlags.js'
 import TravelRequestDetailView from '../TravelRequestDetailView.vue'

 const DEFAULT_SLA_HOURS = 24
@@ -37,10 +42,9 @@ function formatCurrency(value) {
 }

 function resolveRiskTone(riskFlags, riskSummary) {
-  if (Array.isArray(riskFlags)) {
-    const severities = riskFlags
-      .map((item) => String(item?.severity || '').trim().toLowerCase())
-      .filter(Boolean)
+  const actionableFlags = filterActionableRiskFlags(riskFlags)
+  if (actionableFlags.length) {
+    const severities = actionableFlags.map((item) => normalizeRiskFlagTone(item)).filter(Boolean)

    if (severities.includes('high')) {
      return 'high'
@@ -53,7 +57,7 @@ function resolveRiskTone(riskFlags, riskSummary) {
    }
  }

-  if (String(riskSummary || '').trim() && String(riskSummary || '').trim() !== '无') {
+  if (isRiskSummaryWithRisk(riskSummary)) {
    return 'medium'
  }

--- a/web/src/views/scripts/ArchiveCenterView.js
+++ b/web/src/views/scripts/ArchiveCenterView.js
@@ -0,0 +1,313 @@
+import { computed, onBeforeUnmount, onMounted, ref } from 'vue'
+
+import TableLoadingState from '../../components/shared/TableLoadingState.vue'
+import TableEmptyState from '../../components/shared/TableEmptyState.vue'
+import { mapExpenseClaimToRequest } from '../../composables/useRequests.js'
+import { fetchArchivedExpenseClaims } from '../../services/reimbursements.js'
+import {
+  ARCHIVE_FILTER_ALL,
+  applyArchiveListFilters,
+  buildArchiveMonthFilterOptions,
+  buildDepartmentFilterOptions,
+  buildTypeFilterOptions,
+  countClaimRisks,
+  extractArchiveMonth,
+  formatArchiveMonthLabel,
+  formatArchiveRiskCountLabel,
+  hasActiveArchiveListFilters,
+  resolveArchiveRiskTone
+} from '../../utils/archiveCenterListFilters.js'
+import { normalizeRequestForUi } from '../../utils/requestViewModel.js'
+import TravelRequestDetailView from '../TravelRequestDetailView.vue'
+
+const tabs = ['全部归档', '差旅报销', '招待报销', '其他费用']
+const RISK_FILTER_OPTIONS = [
+  { value: ARCHIVE_FILTER_ALL, label: '全部风险' },
+  { value: 'has', label: '有风险' },
+  { value: 'none', label: '无风险' },
+  { value: 'high', label: '高风险' },
+  { value: 'medium', label: '中风险' },
+  { value: 'low', label: '低风险' }
+]
+
+function formatCurrency(value) {
+  const amount = Number(value)
+  return new Intl.NumberFormat('zh-CN', {
+    style: 'currency',
+    currency: 'CNY',
+    minimumFractionDigits: 0,
+    maximumFractionDigits: Number.isInteger(amount) ? 0 : 2
+  }).format(Number.isFinite(amount) ? amount : 0)
+}
+
+function resolveArchiveTypeTab(request) {
+  const expenseType = String(request?.typeCode || request?.expenseType || '').trim().toLowerCase()
+  if (expenseType === 'travel') {
+    return '差旅报销'
+  }
+  if (expenseType === 'entertainment') {
+    return '招待报销'
+  }
+  return '其他费用'
+}
+
+function buildArchiveRow(request) {
+  const normalized = normalizeRequestForUi(request)
+  const riskCount = countClaimRisks(normalized.riskFlags, normalized.riskSummary)
+  const riskTone = riskCount > 0 ? resolveArchiveRiskTone(normalized.riskFlags, normalized.riskSummary) : 'none'
+  const hasRisk = riskCount > 0
+  const archiveMonth = extractArchiveMonth(
+    normalized.updatedAt,
+    normalized.submittedAt,
+    normalized.createdAt,
+    normalized.occurredAt,
+    normalized.applyTime
+  )
+
+  return {
+    ...normalized,
+    applicant: normalized.person,
+    avatar: String(normalized.person || '?').trim().slice(0, 1) || '?',
+    department: normalized.dept,
+    type: normalized.typeLabel,
+    amount: formatCurrency(normalized.amountValue),
+    time: normalized.applyTime,
+    archivedAt: normalized.updatedAt || normalized.applyTime,
+    archiveMonth,
+    archiveMonthLabel: formatArchiveMonthLabel(archiveMonth),
+    node: normalized.workflowNode || '归档入账',
+    hasRisk,
+    riskCount,
+    risk: formatArchiveRiskCountLabel(riskCount),
+    riskTone,
+    status: '已归档',
+    statusTone: 'archived',
+    archiveTab: resolveArchiveTypeTab(normalized)
+  }
+}
+
+function resolveFilterLabel(options, activeValue, fallbackLabel) {
+  return options.find((item) => item.value === activeValue)?.label || fallbackLabel
+}
+
+export default {
+  name: 'ArchiveCenterView',
+  components: {
+    TravelRequestDetailView,
+    TableLoadingState,
+    TableEmptyState
+  },
+  setup() {
+    const activeTab = ref('全部归档')
+    const activeRiskFilter = ref(ARCHIVE_FILTER_ALL)
+    const activeTypeFilter = ref(ARCHIVE_FILTER_ALL)
+    const activeDepartmentFilter = ref(ARCHIVE_FILTER_ALL)
+    const activeArchiveMonthFilter = ref(ARCHIVE_FILTER_ALL)
+    const openFilterKey = ref('')
+    const selectedClaimId = ref('')
+    const listKeyword = ref('')
+    const rows = ref([])
+    const loading = ref(false)
+    const error = ref('')
+
+    const typeFilterOptions = computed(() => buildTypeFilterOptions(rows.value))
+    const departmentFilterOptions = computed(() => buildDepartmentFilterOptions(rows.value))
+    const archiveMonthFilterOptions = computed(() => buildArchiveMonthFilterOptions(rows.value))
+
+    const riskFilterLabel = computed(() => resolveFilterLabel(RISK_FILTER_OPTIONS, activeRiskFilter.value, '全部风险'))
+    const typeFilterLabel = computed(() => resolveFilterLabel(typeFilterOptions.value, activeTypeFilter.value, '费用类型'))
+    const departmentFilterLabel = computed(() => resolveFilterLabel(departmentFilterOptions.value, activeDepartmentFilter.value, '所属部门'))
+    const archiveMonthFilterLabel = computed(() => resolveFilterLabel(archiveMonthFilterOptions.value, activeArchiveMonthFilter.value, '归档月份'))
+
+    const filterDropdowns = computed(() => [
+      {
+        key: 'risk',
+        label: riskFilterLabel.value,
+        options: RISK_FILTER_OPTIONS,
+        activeValue: activeRiskFilter.value
+      },
+      {
+        key: 'type',
+        label: typeFilterLabel.value,
+        options: typeFilterOptions.value,
+        activeValue: activeTypeFilter.value
+      },
+      {
+        key: 'department',
+        label: departmentFilterLabel.value,
+        options: departmentFilterOptions.value,
+        activeValue: activeDepartmentFilter.value
+      },
+      {
+        key: 'archiveMonth',
+        label: archiveMonthFilterLabel.value,
+        options: archiveMonthFilterOptions.value,
+        activeValue: activeArchiveMonthFilter.value
+      }
+    ])
+
+    const selectedRow = computed({
+      get() {
+        return rows.value.find((row) => row.claimId === selectedClaimId.value) || null
+      },
+      set(value) {
+        selectedClaimId.value = value?.claimId || ''
+      }
+    })
+
+    const visibleRows = computed(() => applyArchiveListFilters(rows.value, {
+      tab: activeTab.value,
+      risk: activeRiskFilter.value,
+      type: activeTypeFilter.value,
+      department: activeDepartmentFilter.value,
+      archiveMonth: activeArchiveMonthFilter.value,
+      keyword: listKeyword.value
+    }))
+
+    const showEmpty = computed(() => !loading.value && !error.value && visibleRows.value.length === 0)
+    const archiveEmptyState = computed(() => {
+      if (!rows.value.length) {
+        return {
+          eyebrow: '归档中心',
+          title: '当前还没有已归档单据',
+          desc: '财务终审通过并进入「归档入账」节点的报销单会自动汇总到这里，形成公司级财务归档库。',
+          icon: 'mdi mdi-archive-check-outline',
+          actionLabel: null,
+          actionIcon: null,
+          tone: 'slate',
+          artLabel: 'ARCHIVE',
+          tips: ['仅展示已归档入账的单据', '申请人仍可在报销中心查看自己的归档记录']
+        }
+      }
+
+      const filtersActive = hasActiveArchiveListFilters({
+        tab: activeTab.value,
+        risk: activeRiskFilter.value,
+        type: activeTypeFilter.value,
+        department: activeDepartmentFilter.value,
+        archiveMonth: activeArchiveMonthFilter.value,
+        keyword: listKeyword.value
+      })
+
+      return {
+        eyebrow: filtersActive ? '筛选结果为空' : '归档中心',
+        title: filtersActive ? '没有符合当前筛选条件的归档单据' : `“${activeTab.value}”里暂时没有归档单据`,
+        desc: filtersActive
+          ? '可以调整风险、费用类型、部门或归档月份筛选，也可以修改搜索关键词后重试。'
+          : '可以切换到其他分类查看，或调整筛选条件后重新检索。',
+        icon: 'mdi mdi-archive-outline',
+        actionLabel: null,
+        actionIcon: null,
+        tone: 'sky',
+        artLabel: filtersActive ? 'FILTER' : 'ARCHIVE',
+        tips: ['归档中心保存全公司归档数据', '非申请人无法在报销中心查看他人归档单']
+      }
+    })
+
+    function resetListFilters() {
+      activeTab.value = '全部归档'
+      activeRiskFilter.value = ARCHIVE_FILTER_ALL
+      activeTypeFilter.value = ARCHIVE_FILTER_ALL
+      activeDepartmentFilter.value = ARCHIVE_FILTER_ALL
+      activeArchiveMonthFilter.value = ARCHIVE_FILTER_ALL
+      listKeyword.value = ''
+      openFilterKey.value = ''
+    }
+
+    function handleEmptyAction() {
+      if (!rows.value.length) {
+        void reload()
+        return
+      }
+
+      resetListFilters()
+    }
+
+    function toggleFilterDropdown(key) {
+      openFilterKey.value = openFilterKey.value === key ? '' : key
+    }
+
+    function selectFilterValue(key, value) {
+      if (key === 'risk') {
+        activeRiskFilter.value = value
+      } else if (key === 'type') {
+        activeTypeFilter.value = value
+      } else if (key === 'department') {
+        activeDepartmentFilter.value = value
+      } else if (key === 'archiveMonth') {
+        activeArchiveMonthFilter.value = value
+      }
+
+      openFilterKey.value = ''
+    }
+
+    function handleDocumentClick(event) {
+      const target = event.target
+      if (!(target instanceof Element)) {
+        return
+      }
+
+      if (!target.closest('.archive-dropdown-filter')) {
+        openFilterKey.value = ''
+      }
+    }
+
+    function closeSelectedDetail() {
+      selectedClaimId.value = ''
+    }
+
+    async function reload() {
+      loading.value = true
+      error.value = ''
+
+      try {
+        const payload = await fetchArchivedExpenseClaims()
+        const mappedRows = (Array.isArray(payload) ? payload : [])
+          .map((item) => mapExpenseClaimToRequest(item))
+          .filter(Boolean)
+          .map((item) => buildArchiveRow(item))
+        rows.value = mappedRows
+        if (!mappedRows.some((item) => item.claimId === selectedClaimId.value)) {
+          selectedClaimId.value = ''
+        }
+      } catch (nextError) {
+        rows.value = []
+        selectedClaimId.value = ''
+        error.value = nextError instanceof Error ? nextError.message : '归档中心加载失败。'
+      } finally {
+        loading.value = false
+      }
+    }
+
+    onMounted(() => {
+      document.addEventListener('click', handleDocumentClick)
+    })
+
+    onBeforeUnmount(() => {
+      document.removeEventListener('click', handleDocumentClick)
+    })
+
+    void reload()
+
+    return {
+      activeTab,
+      archiveEmptyState,
+      closeSelectedDetail,
+      error,
+      filterDropdowns,
+      handleEmptyAction,
+      listKeyword,
+      loading,
+      openFilterKey,
+      reload,
+      resetListFilters,
+      rows,
+      selectFilterValue,
+      selectedRow,
+      showEmpty,
+      tabs,
+      toggleFilterDropdown,
+      visibleRows
+    }
+  }
+}
--- a/web/src/views/scripts/PoliciesView.js
+++ b/web/src/views/scripts/PoliciesView.js
@@ -27,7 +27,10 @@ import {
  shouldRenderOnlyOfficePreview
 } from './knowledgePreviewMode.js'
 import { resolveKnowledgePreviewLayoutState } from './knowledgePreviewLayout.js'
-import { resolveInitialKnowledgeFolder } from './knowledgeFolderSelection.js'
+import {
+  resolveInitialKnowledgeFolder,
+  resolveKnowledgeFolderIcon
+} from './knowledgeFolderSelection.js'
 import { buildOnlyOfficePreviewConfig } from './onlyOfficePreviewConfig.js'

 const KNOWLEDGE_POLL_INTERVAL_MS = 5000
@@ -663,11 +666,12 @@ export default {
      previewLoading,
      shouldRenderOnlyOffice,
      shouldRenderOnlyOfficeHostNode,
-      selectDocument,
-      selectPreviewPage,
-      selectedDocument,
-      syncingFolder,
-      totalCount,
+      selectDocument,
+      selectPreviewPage,
+      selectedDocument,
+      resolveKnowledgeFolderIcon,
+      syncingFolder,
+      totalCount,
      totalPages,
      triggerUpload,
      uploadHint,
--- a/web/src/views/scripts/TravelReimbursementCreateView.js
+++ b/web/src/views/scripts/TravelReimbursementCreateView.js
@@ -181,12 +181,26 @@ const REVIEW_DRAWER_MODE_REVIEW = 'review'
 const REVIEW_DRAWER_MODE_DOCUMENTS = 'documents'
 const REVIEW_DRAWER_MODE_RISK = 'risk'
 const REVIEW_DRAWER_MODE_FLOW = 'flow'
+const REVIEW_PANEL_SCOPE_OVERVIEW = 'overview'
+const REVIEW_PANEL_SCOPE_DOCUMENTS = 'documents'
+const REVIEW_PANEL_SCOPE_RISK = 'risk'
 const FLOW_STEP_STATUS_PENDING = 'pending'
 const FLOW_STEP_STATUS_RUNNING = 'running'
 const FLOW_STEP_STATUS_COMPLETED = 'completed'
 const FLOW_STEP_STATUS_FAILED = 'failed'
 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']

+function normalizeReviewPanelScope(scope) {
+  const normalized = String(scope || '').trim()
+  return [REVIEW_PANEL_SCOPE_OVERVIEW, REVIEW_PANEL_SCOPE_DOCUMENTS, REVIEW_PANEL_SCOPE_RISK].includes(normalized)
+    ? normalized
+    : ''
+}
+
+function canExposeReviewPanelScope(scope) {
+  return Boolean(normalizeReviewPanelScope(scope))
+}
+
 function buildBusinessTimeContextFromReviewValues(values = {}) {
  return buildBusinessTimeContextFromReviewValuesModel(values)
 }
@@ -413,11 +427,13 @@ function buildReviewRiskItems(reviewPayload) {
    .filter(Boolean)
 }

-function buildReviewRiskConversationText(item) {
+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 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) {
@@ -429,6 +445,9 @@ function buildReviewRiskConversationText(item) {
  if (suggestion) {
    lines.push('', `修改建议：${suggestion}`)
  }
+  if (detailHref) {
+    lines.push('', `[${detailLabel}](${detailHref})`)
+  }
  return lines.join('\n')
 }

@@ -470,6 +489,10 @@ export default {
    requestContext: {
      type: Object,
      default: null
+    },
+    invalidatedDraftClaimId: {
+      type: String,
+      default: ''
    }
  },
  emits: ['close', 'draft-saved'],
@@ -484,10 +507,10 @@ export default {
    const composerDraft = ref('')
    const submitting = ref(false)
    const workbenchVisible = ref(false)
+    const closeAfterBusy = ref(false)
    const linkedRequest = computed(() => sanitizeRequest(props.requestContext))
    const hotKnowledgeQuestions = HOT_KNOWLEDGE_QUESTIONS
    let sessionRuntimeRefs = {}
-    const uploadDecisionDialogOpen = ref(false)
    const {
      activeSessionType,
      messages,
@@ -511,7 +534,6 @@ export default {
      linkedRequest,
      toast,
      composerDraft,
-      uploadDecisionDialogOpen,
      adjustComposerTextareaHeight,
      scrollToBottom,
      getSessionRuntimeRefs: () => sessionRuntimeRefs
@@ -568,8 +590,21 @@ export default {
      FLOW_STEP_STATUS_COMPLETED,
      FLOW_STEP_STATUS_FAILED
    })
+    const hasScopedReviewPayload = computed(() => {
+      const agent = currentInsight.value.agent || null
+      if (agent?.reviewPayload && canExposeReviewPanelScope(agent.reviewPanelScope)) {
+        return true
+      }
+      if (currentInsight.value.intent === 'agent' && agent) {
+        return false
+      }
+      return messages.value.some((item) =>
+        item.role === 'assistant' && item.reviewPayload && canExposeReviewPanelScope(item.reviewPanelScope)
+      )
+    })
+    const hasQueryInsight = computed(() => Boolean(currentInsight.value.agent?.queryPayload))
    const hasInsightPanelContent = computed(
-      () => isKnowledgeSession.value || currentInsight.value.intent !== 'welcome' || flowSteps.value.length > 0
+      () => isKnowledgeSession.value || hasScopedReviewPayload.value || hasQueryInsight.value || flowSteps.value.length > 0
    )
    const showInsightPanel = computed(() => hasInsightPanelContent.value && !insightPanelCollapsed.value)
    const insightPanelToggleLabel = computed(() =>
@@ -604,11 +639,31 @@ export default {
      () => Boolean(conversationId.value) || messages.value.some((item) => item.role === 'user')
    )
    const latestReviewMessage = computed(() =>
-      [...messages.value].reverse().find((item) => item.role === 'assistant' && item.reviewPayload) ?? null
-    )
-    const activeReviewPayload = computed(
-      () => currentInsight.value.agent?.reviewPayload || latestReviewMessage.value?.reviewPayload || null
+      [...messages.value].reverse().find((item) =>
+        item.role === 'assistant' && item.reviewPayload && canExposeReviewPanelScope(item.reviewPanelScope)
+      ) ?? null
    )
+    const activeReviewPanelScope = computed(() => {
+      const agent = currentInsight.value.agent || null
+      const agentScope = normalizeReviewPanelScope(agent?.reviewPanelScope)
+      if (agent?.reviewPayload && agentScope) {
+        return agentScope
+      }
+      if (currentInsight.value.intent === 'agent' && agent) {
+        return ''
+      }
+      return normalizeReviewPanelScope(latestReviewMessage.value?.reviewPanelScope)
+    })
+    const activeReviewPayload = computed(() => {
+      const agent = currentInsight.value.agent || null
+      if (agent?.reviewPayload && normalizeReviewPanelScope(agent.reviewPanelScope)) {
+        return agent.reviewPayload
+      }
+      if (currentInsight.value.intent === 'agent' && agent) {
+        return null
+      }
+      return latestReviewMessage.value?.reviewPayload || null
+    })
    const reviewRiskBriefResolver = (payload) => resolveReviewRiskBriefs(payload)
    const buildReviewRiskSummary = (payload) => buildReviewRiskSummaryModel(payload, reviewRiskBriefResolver)
    const {
@@ -634,6 +689,7 @@ export default {
      reviewRiskSummary,
      reviewRiskItems,
      reviewRiskEmpty,
+      reviewOverviewDrawerAvailable,
      reviewDocumentDrawerAvailable,
      reviewRiskDrawerAvailable,
      reviewFlowDrawerAvailable,
@@ -671,6 +727,7 @@ export default {
      closeDocumentPreview
    } = useTravelReimbursementReviewDrawer({
      activeReviewPayload,
+      activeReviewPanelScope,
      reviewFilePreviews,
      flowSteps,
      submitting,
@@ -709,6 +766,7 @@ export default {
      mergeBusinessTimeIntoExtraContext,
      syncComposerBusinessTimeToReviewCard,
      resolveComposerSubmitText,
+      resolveComposerDisplaySubmitText,
      toggleComposerDatePicker,
      closeComposerDatePicker,
      setComposerDateMode,
@@ -853,6 +911,7 @@ export default {
      refreshFlowRunDetail,
      rememberFilePreviews,
      replaceMessage,
+      resolveComposerDisplaySubmitText,
      resetFlowRun,
      resolveComposerSubmitText,
      reviewInlineForm,
@@ -868,7 +927,6 @@ export default {
      startSemanticFlowPreview,
      submitting,
      syncComposerFilesToDraft,
-      uploadDecisionDialogOpen,
      toast
    })
    const canSubmit = computed(
@@ -906,8 +964,8 @@ export default {
      }
    ])
    watch(
-      () => activeReviewPayload.value,
-      (payload) => {
+      () => [activeReviewPayload.value, activeReviewPanelScope.value],
+      ([payload]) => {
        rememberFilePreviews(buildReviewFilePreviewsFromReviewPayload(payload))
        // reviewDrawerMode.value = resolveReviewRiskBriefs(payload).length
        //   ? REVIEW_DRAWER_MODE_RISK
@@ -989,11 +1047,51 @@ export default {
      { immediate: true }
    )

+    watch(
+      () => props.invalidatedDraftClaimId,
+      (claimId) => {
+        clearExpenseSessionForDeletedClaim(claimId)
+      },
+      { immediate: true }
+    )
+
+    watch(
+      () => workbenchVisible.value,
+      (visible) => {
+        if (visible) {
+          scrollToBottom()
+        } else {
+          maybeFinalizeDeferredClose()
+        }
+      }
+    )
+
+    watch(
+      () => [submitting.value, reviewActionBusy.value, sessionSwitchBusy.value, workbenchVisible.value],
+      () => {
+        maybeFinalizeDeferredClose()
+      }
+    )
+
+    watch(
+      () => messages.value.length,
+      () => {
+        if (!workbenchVisible.value) {
+          return
+        }
+        scrollToBottom()
+      }
+    )
+
    onMounted(() => {
      document.addEventListener('click', handleComposerDatePickerOutside)
      startFlowTick()
      nextTick(() => {
        workbenchVisible.value = true
+        nextTick(() => {
+          adjustComposerTextareaHeight()
+          scrollToBottom()
+        })
      })
      void clearKnowledgeSessionOnEntry()
      currentInsight.value =
@@ -1008,11 +1106,6 @@ export default {
          toast(`一次最多上传 ${MAX_ATTACHMENTS} 份附件，已保留前 ${MAX_ATTACHMENTS} 份。`)
        }
        submitComposer()
-      } else {
-        nextTick(() => {
-          adjustComposerTextareaHeight()
-          scrollToBottom()
-        })
      }
    })

@@ -1023,8 +1116,31 @@ export default {
    })

    function scrollToBottom() {
-      if (!messageListRef.value) return
-      messageListRef.value.scrollTop = messageListRef.value.scrollHeight
+      const scrollOnce = () => {
+        const list = messageListRef.value
+        if (!list) {
+          return false
+        }
+        list.scrollTop = list.scrollHeight
+        return true
+      }
+
+      nextTick(() => {
+        if (scrollOnce()) {
+          return
+        }
+        requestAnimationFrame(() => {
+          scrollOnce()
+          requestAnimationFrame(scrollOnce)
+        })
+      })
+    }
+
+    function handleAssistantModalAfterEnter() {
+      scrollToBottom()
+      requestAnimationFrame(() => {
+        scrollToBottom()
+      })
    }

    function resetCurrentSessionState() {
@@ -1034,6 +1150,31 @@ export default {
      resetFlowRun({ startedAt: 0, openDrawer: false })
    }

+    function clearExpenseSessionForDeletedClaim(claimId) {
+      const normalizedClaimId = String(claimId || '').trim()
+      if (!normalizedClaimId) {
+        return
+      }
+
+      const expenseSnapshot = sessionSnapshots.value[SESSION_TYPE_EXPENSE]
+      const snapshotMatchesDeletedClaim = String(expenseSnapshot?.draftClaimId || '').trim() === normalizedClaimId
+      const currentMatchesDeletedClaim =
+        activeSessionType.value === SESSION_TYPE_EXPENSE
+        && String(resolveActiveClaimId() || '').trim() === normalizedClaimId
+      if (!snapshotMatchesDeletedClaim && !currentMatchesDeletedClaim) {
+        return
+      }
+
+      clearAssistantSessionSnapshot(resolveCurrentUserId(), SESSION_TYPE_EXPENSE)
+      if (currentMatchesDeletedClaim) {
+        resetCurrentSessionState()
+        toast('该草稿单据已删除，相关财务助手会话已清空。')
+        return
+      }
+
+      sessionSnapshots.value[SESSION_TYPE_EXPENSE] = buildEmptySessionState(SESSION_TYPE_EXPENSE)
+    }
+
    function adjustComposerTextareaHeight() {
      if (!composerTextareaRef.value) return

@@ -1071,31 +1212,6 @@ export default {
      messages.value.splice(index, 1, nextMessage)
    }

-    function closeUploadDecisionDialog() {
-      if (submitting.value || reviewActionBusy.value) return
-      uploadDecisionDialogOpen.value = false
-    }
-
-    async function continueExistingUpload() {
-      if (submitting.value || reviewActionBusy.value) return
-      uploadDecisionDialogOpen.value = false
-      composerUploadIntent.value = 'continue_existing'
-      await submitComposer({
-        uploadDisposition: 'continue_existing',
-        skipUploadDecisionPrompt: true
-      })
-    }
-
-    async function createNewUploadDocument() {
-      if (submitting.value || reviewActionBusy.value) return
-      uploadDecisionDialogOpen.value = false
-      composerUploadIntent.value = ''
-      await submitComposer({
-        uploadDisposition: 'new_document',
-        skipUploadDecisionPrompt: true
-      })
-    }
-
    async function runShortcut(shortcut) {
      if (shortcut?.action === 'switch_view' && shortcut?.targetSessionType) {
        await switchSessionType(shortcut.targetSessionType)
@@ -1218,6 +1334,9 @@ export default {
    }

    function switchToReviewOverviewDrawer() {
+      if (!reviewOverviewDrawerAvailable.value) {
+        return
+      }
      switchReviewDrawerMode(REVIEW_DRAWER_MODE_REVIEW)
    }

@@ -1255,20 +1374,98 @@ export default {

    function appendReviewRiskBriefToConversation(item) {
      if (!item) return
-      messages.value.push(createMessage('assistant', buildReviewRiskConversationText(item), [], {
+      messages.value.push(createMessage('assistant', buildReviewRiskConversationText(item, resolveReviewRiskDetailTarget()), [], {
        meta: [item.sourceLabel || item.levelLabel || '风险提示'],
        metaTone: item.level || 'low'
      }))
      nextTick(scrollToBottom)
    }

+    function appendExpenseQueryRiskToConversation(record, risk) {
+      if (!record || !risk) return
+      const claimId = String(record.claimId || '').trim()
+      const claimNo = String(record.claimNo || '该单据').trim()
+      const route = claimId
+        ? router.resolve({
+            name: 'app-request-detail',
+            params: { requestId: claimId }
+          })
+        : null
+      messages.value.push(createMessage(
+        'assistant',
+        buildReviewRiskConversationText(
+          {
+            title: `${claimNo} ${risk.levelLabel || '风险提示'}：${risk.title || '风险提示'}`,
+            summary: risk.summary,
+            detail: risk.detail,
+            suggestion: '请进入单据详情核对费用明细、票据附件和附加说明；如属于合理例外，请补充业务说明后再继续流程。',
+            sourceLabel: risk.levelLabel,
+            level: risk.level
+          },
+          route?.href
+            ? {
+                href: route.href,
+                label: `进入 ${claimNo} 详情重新填写`
+              }
+            : {}
+        ),
+        [],
+        {
+          meta: [`${claimNo} 风险详情`],
+          metaTone: risk.level || 'medium'
+        }
+      ))
+      nextTick(scrollToBottom)
+    }
+
+    function resolveReviewRiskDetailTarget() {
+      const latestDraftMessage = [...messages.value].reverse().find((item) => item?.draftPayload)
+      const candidates = [
+        currentInsight.value.agent?.draftPayload,
+        latestReviewMessage.value?.draftPayload,
+        latestDraftMessage?.draftPayload,
+        linkedRequest.value
+      ].filter(Boolean)
+      const claimTarget = candidates.find((item) => String(item?.claim_id || item?.claimId || item?.id || '').trim())
+      const claimId = String(claimTarget?.claim_id || claimTarget?.claimId || claimTarget?.id || draftClaimId.value || resolveActiveClaimId() || '').trim()
+      if (!claimId) {
+        return {}
+      }
+      const claimNoTarget = candidates.find((item) => String(item?.claim_no || item?.claimNo || item?.documentNo || '').trim())
+      const claimNo = String(claimNoTarget?.claim_no || claimNoTarget?.claimNo || claimNoTarget?.documentNo || '').trim()
+      const route = router.resolve({
+        name: 'app-request-detail',
+        params: { requestId: claimId }
+      })
+      return {
+        href: route.href,
+        label: claimNo ? `进入 ${claimNo} 详情重新填写` : '进入该单据详情重新填写'
+      }
+    }
+
+    function isWorkbenchBusy() {
+      return submitting.value || reviewActionBusy.value || sessionSwitchBusy.value
+    }
+
+    function maybeFinalizeDeferredClose() {
+      if (!closeAfterBusy.value || workbenchVisible.value || isWorkbenchBusy()) {
+        return
+      }
+      closeAfterBusy.value = false
+      emit('close')
+    }

    function requestCloseWorkbench() {
      persistSessionState()
+      closeAfterBusy.value = isWorkbenchBusy()
      workbenchVisible.value = false
    }

    function emitCloseAfterLeave() {
+      if (closeAfterBusy.value && isWorkbenchBusy()) {
+        return
+      }
+      closeAfterBusy.value = false
      emit('close')
    }

@@ -1317,7 +1514,6 @@ export default {
        pendingText: `已选择草稿 ${record.claimNo}，正在识别并归集附件...`,
        files,
        uploadDisposition: 'continue_existing',
-        skipUploadDecisionPrompt: true,
        extraContext: {
          draft_claim_id: claimId,
          selected_claim_id: claimId,
@@ -1469,6 +1665,12 @@ export default {
      }

      const href = String(anchor.getAttribute('href') || '').trim()
+      if (href.startsWith('/app/')) {
+        event.preventDefault()
+        router.push(href)
+        return
+      }
+
      if (href !== ATTACHMENT_ASSOCIATION_CONFIRM_HREF) {
        return
      }
@@ -1492,8 +1694,25 @@ export default {
      return handleSaveDraftDirectlyInternal(message, actionType)
    }

+    function isDraftSavedReviewMessage(message) {
+      if (!message?.reviewPayload) {
+        return false
+      }
+      return Boolean(
+        String(message?.draftPayload?.claim_no || message?.draftPayload?.claim_id || '').trim()
+          || String(draftClaimId.value || '').trim()
+          || String(resolveActiveClaimId() || '').trim()
+      )
+    }
+
+    function buildReviewPlainFollowupForMessage(message) {
+      return buildReviewPlainFollowupCopy(message?.reviewPayload, {
+        savedDraft: isDraftSavedReviewMessage(message)
+      })
+    }
+
    function canUseInlineSaveDraft(message) {
-      if (!message?.reviewPayload || message?.draftPayload?.claim_no) {
+      if (!message?.reviewPayload || isDraftSavedReviewMessage(message)) {
        return false
      }
      return Boolean(resolveReviewSaveDraftAction(message.reviewPayload))
@@ -1515,16 +1734,16 @@ export default {
      emit, ASSISTANT_DISPLAY_NAME, aiAvatar, userAvatar, fileInputRef, composerTextareaRef, messageListRef, composerDraft, composerDatePickerOpen, composerDateMode, composerSingleDate, composerRangeStartDate, composerRangeEndDate, composerBusinessTimeTags, composerCanApplyDateSelection,
      toggleComposerDatePicker, closeComposerDatePicker, setComposerDateMode, handleComposerDateInputChange, removeComposerBusinessTimeTag, flowSteps, flowRunId, flowRefreshBusy, completedFlowStepCount, flowOverallStatusTone, flowOverallStatusText, flowTotalDurationText,
      attachedFiles, composerFilesExpanded, visibleAttachedFiles, hiddenAttachedFileCount, submitting, sessionSwitchBusy, messages, currentInsight, linkedRequest, canSubmit, activeSessionType, isKnowledgeSession, hotKnowledgeQuestions,
-      hasInsightPanelContent, showInsightPanel, insightPanelToggleLabel, composerPlaceholder, currentIntentLabel, canDeleteCurrentSession, latestReviewMessage, activeReviewPayload, activeReviewFilePreviews, reviewDrawerMode, isReviewOverviewDrawer, isReviewDocumentDrawer, isReviewRiskDrawer, isReviewFlowDrawer,
-      reviewDrawerTitle, reviewDocumentDrawerAvailable, reviewRiskDrawerAvailable, reviewFlowDrawerAvailable, reviewDocumentDrawerLabel, reviewDocumentDrawerIcon, reviewRiskDrawerLabel, reviewRiskDrawerIcon, reviewFlowDrawerLabel, reviewFlowDrawerIcon, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, canPreviewActiveReviewDocument,
+      hasInsightPanelContent, showInsightPanel, insightPanelToggleLabel, composerPlaceholder, currentIntentLabel, canDeleteCurrentSession, latestReviewMessage, activeReviewPayload, activeReviewPanelScope, activeReviewFilePreviews, reviewDrawerMode, isReviewOverviewDrawer, isReviewDocumentDrawer, isReviewRiskDrawer, isReviewFlowDrawer,
+      reviewDrawerTitle, reviewOverviewDrawerAvailable, reviewDocumentDrawerAvailable, reviewRiskDrawerAvailable, reviewFlowDrawerAvailable, reviewDocumentDrawerLabel, reviewDocumentDrawerIcon, reviewRiskDrawerLabel, reviewRiskDrawerIcon, reviewFlowDrawerLabel, reviewFlowDrawerIcon, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, canPreviewActiveReviewDocument,
      reviewIntentText, reviewFactCards, reviewCategoryOptions, reviewOtherCategoryOptions, reviewSelectedOtherCategory, reviewInlineDirty, reviewInlineForm, reviewInlineEditorKey, reviewInlineErrors, reviewOtherCategoryOpen, reviewInlinePendingFiles, DATE_INPUT_FORMAT, REVIEW_SCENE_OTHER_OPTION, REVIEW_SCENE_OPTIONS, REVIEW_OTHER_CATEGORY_OPTIONS,
-      workbenchVisible, reviewPanelConfidence, reviewRiskSummary, reviewRiskItems, reviewRiskEmpty, recognizedNarratives, reviewRecognitionNotes, reviewDocumentSummaries, reviewDocumentCount, reviewDocumentDirty, reviewHasUnsavedChanges, uploadDecisionDialogOpen,
+      workbenchVisible, reviewPanelConfidence, reviewRiskSummary, reviewRiskItems, reviewRiskEmpty, recognizedNarratives, reviewRecognitionNotes, reviewDocumentSummaries, reviewDocumentCount, reviewDocumentDirty, reviewHasUnsavedChanges,
      travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
-      resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel, buildReviewMainMessageText,
+      resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, buildReviewPlainFollowupForMessage, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel, buildReviewMainMessageText,
      renderMarkdown, buildExpenseQueryWindowLabel, buildExpenseQueryHint, getExpenseQueryActivePage, getExpenseQueryTotalPages, getExpenseQueryVisibleRecords, resolveDocumentPreview, triggerFileUpload, applyComposerDateSelection, handleFilesChange, handleComposerInput, handleComposerEnter, runShortcut, runWelcomeQuickAction: runShortcut, handleSuggestedAction, isSuggestedActionSelected, askHotKnowledgeQuestion, resolveKnowledgeRankLabel, resolveKnowledgeRankTone,
      refreshFlowRunDetail, formatFlowStepDuration, resolveFlowStepStatusLabel, resolveFlowStepDetail, toggleInsightPanel, openTravelCalculator, toggleTravelCalculator, closeTravelCalculator, submitTravelCalculator, switchToReviewOverviewDrawer, toggleReviewDocumentDrawer, toggleReviewRiskDrawer, toggleReviewFlowDrawer, toggleAttachedFilesExpanded, removeAttachedFile, clearAttachedFiles,
-      requestCloseWorkbench, emitCloseAfterLeave, openExpenseQueryRecord, handleExpenseQueryRecordClick, setExpenseQueryPage, shiftExpenseQueryPage, openDeleteSessionDialog, closeDeleteSessionDialog, confirmDeleteCurrentSession, closeUploadDecisionDialog, continueExistingUpload, createNewUploadDocument, openInlineReviewEditor, closeInlineReviewEditor, commitInlineReviewEditor, clearInlineReviewFieldError, selectInlineScene, selectReviewCategory, selectReviewOtherCategory,
-      queryDraftByClaimNo, appendReviewRiskBriefToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, canUseInlineSaveDraft, handleInlineSaveDraft
+      requestCloseWorkbench, emitCloseAfterLeave, handleAssistantModalAfterEnter, openExpenseQueryRecord, handleExpenseQueryRecordClick, setExpenseQueryPage, shiftExpenseQueryPage, openDeleteSessionDialog, closeDeleteSessionDialog, confirmDeleteCurrentSession, openInlineReviewEditor, closeInlineReviewEditor, commitInlineReviewEditor, clearInlineReviewFieldError, selectInlineScene, selectReviewCategory, selectReviewOtherCategory,
+      queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
    }
  }
 }
--- a/web/src/views/scripts/TravelRequestDetailView.js
+++ b/web/src/views/scripts/TravelRequestDetailView.js
@@ -29,10 +29,11 @@ import {
  buildAiAdviceViewModel,
  buildAttachmentInsightViewModel,
  buildAttachmentRiskCards,
+  buildClaimSummaryRiskCards,
+  buildItemClaimRiskState,
  extractRiskTagsFromText,
  normalizeRiskTone,
-  resolveRiskTags,
-  resolveRiskTagTone
+  resolveRiskTags
 } from './travelRequestDetailInsights.js'
 import {
  EXPENSE_TYPE_OPTIONS,
@@ -95,6 +96,26 @@ function normalizeDetailNoteDraftValue(value) {
  return isPlaceholderValue(text) ? '' : text
 }

+function stripRiskTagsForDisplay(value) {
+  return String(value || '')
+    .split('\n')
+    .map((line) =>
+      line
+        .replace(/(?:^|\s)#[A-Za-z_]+(?=\s|$)/g, ' ')
+        .replace(/[ \t]{2,}/g, ' ')
+        .replace(/：\s+第/g, '：第')
+        .trim()
+    )
+    .join('\n')
+    .trim()
+}
+
+function mergeVisibleNoteWithHiddenTags(visibleText, rawText) {
+  const cleanText = normalizeDetailNoteDraftValue(visibleText)
+  const tags = extractRiskTagsFromText(rawText).join(' ')
+  return [cleanText, tags].map((item) => String(item || '').trim()).filter(Boolean).join('\n')
+}
+
 function buildTravelTimeLabelMap(items, requestModel) {
  const travelItems = items
    .map((item, index) => {
@@ -612,13 +633,36 @@ export default {
      () => 6 + (isEditableRequest.value ? 1 : 0)
    )
    const canEditDetailNote = computed(() => isDraftRequest.value)
+    const stripDetailNoteRiskTags = (value) =>
+      String(value || '')
+        .split('\n')
+        .map((line) =>
+          line
+            .replace(/(?:^|\s)#[A-Za-z_]+(?=\s|$)/g, ' ')
+            .replace(/[ \t]{2,}/g, ' ')
+            .replace(/:\s+第/g, ':第')
+            .trim()
+        )
+        .join('\n')
+        .trim()
+    const mergeDetailNoteVisibleTextWithTags = (visibleText, rawText) => {
+      const cleanText = normalizeDetailNoteDraftValue(visibleText)
+      const tags = extractRiskTagsFromText(rawText).join(' ')
+      return [cleanText, tags].map((item) => String(item || '').trim()).filter(Boolean).join('\n')
+    }
    const detailNoteSource = computed(() => normalizeDetailNoteDraftValue(request.value.note))
    const detailNote = computed(() => {
      if (detailNoteSource.value) {
-        return detailNoteSource.value
+        return stripDetailNoteRiskTags(detailNoteSource.value)
      }
      return '暂无附加说明。请补充本次出差或办事事由，例如“去北京客户现场出差，拜访 XX 客户并处理项目验收事项”。'
    })
+    const detailNoteEditorView = computed({
+      get: () => stripDetailNoteRiskTags(detailNoteEditor.value),
+      set: (value) => {
+        detailNoteEditor.value = mergeDetailNoteVisibleTextWithTags(value, detailNoteEditor.value)
+      }
+    })
    const detailNoteDirty = computed(() => detailNoteEditor.value.trim() !== detailNoteSource.value)
    const detailNoteTags = computed(() =>
      extractRiskTagsFromText(canEditDetailNote.value ? detailNoteEditor.value : detailNoteSource.value)
@@ -689,6 +733,11 @@ export default {
      return expenseAttachmentMeta[item.id] || null
    }

+    function resolveClaimRiskFlags() {
+      const flags = request.value?.riskFlags || request.value?.risk_flags_json || []
+      return Array.isArray(flags) ? flags : []
+    }
+
    function resolveAttachmentDisplayName(item) {
      const metadata = resolveAttachmentMeta(item)
      return String(metadata?.file_name || item.attachmentHint || '').trim()
@@ -790,10 +839,6 @@ export default {
    }

    function resolveExpenseRiskState(item) {
-      if (!item.invoiceId) {
-        return null
-      }
-
      if (uploadingExpenseId.value === item.id) {
        return {
          label: 'AI识别中',
@@ -818,6 +863,15 @@ export default {
        }
      }

+      const claimRiskState = buildItemClaimRiskState(item, resolveClaimRiskFlags())
+      if (claimRiskState) {
+        return claimRiskState
+      }
+
+      if (!item.invoiceId) {
+        return null
+      }
+
      return {
        label: '已上传',
        tone: 'low',
@@ -843,13 +897,20 @@ export default {
    }

    const aiAdvice = computed(() => {
-      const completionItems = draftBlockingIssues.value.map(mapIssueToAdvice).filter(Boolean)
+      const completionItems = isEditableRequest.value
+        ? draftBlockingIssues.value.map(mapIssueToAdvice).filter(Boolean)
+        : []
+      const directRiskCards = buildAttachmentRiskCards({
+        expenseItems: expenseItems.value,
+        attachmentMetaByItemId: expenseAttachmentMeta,
+        claimRiskFlags: resolveClaimRiskFlags()
+      })
+      const hasActionableRiskCards = directRiskCards.some(
+        (card) => ['medium', 'high'].includes(normalizeRiskTone(card?.tone))
+      )
      const riskCards = [
-        ...buildAttachmentRiskCards({
-          expenseItems: expenseItems.value,
-          attachmentMetaByItemId: expenseAttachmentMeta,
-          claimRiskFlags: request.value.riskFlags || request.value.risk_flags_json || []
-        }),
+        ...(hasActionableRiskCards ? [] : buildClaimSummaryRiskCards(request.value)),
+        ...directRiskCards,
        ...buildOptionalTravelReceiptRiskCards(request.value, expenseItems.value)
      ]

@@ -859,6 +920,14 @@ export default {
      })
    })

+    const showAiAdvicePanel = computed(() => isEditableRequest.value || aiAdvice.value.riskCards.length > 0)
+    const aiAdviceTitle = computed(() => (isEditableRequest.value ? 'AI建议' : 'AI提示'))
+    const aiAdviceHint = computed(() => (
+      isEditableRequest.value
+        ? '按建议顺序补齐信息或处理风险后，再发起审批。'
+        : '展示系统已识别的风险点，便于审批和后续整改。'
+    ))
+
    const submitRiskWarnings = computed(() =>
      aiAdvice.value.riskCards
        .filter((card) => normalizeRiskTone(card?.tone) === 'high')
@@ -904,10 +973,6 @@ export default {
      }
    }

-    function resolveRiskTagClass(tag) {
-      return resolveRiskTagTone(tag)
-    }
-
    function openRiskOverrideDialog() {
      const warnings = submitRiskWarnings.value
      if (!warnings.length) {
@@ -1619,11 +1684,18 @@ export default {
        return
      }

+      const claimId = String(request.value?.claimId || '').trim()
      emit('openAssistant', {
        source: 'detail',
        prompt: '',
        request: request.value,
-        restoreLatestConversation: true
+        restoreLatestConversation: false,
+        scope: claimId
+          ? {
+              type: 'claim',
+              claimId
+            }
+          : null
      })
    }

@@ -1632,7 +1704,7 @@ export default {
    })

    return {
-      emit, actionBusy, aiAdvice, attachmentPreviewError, attachmentPreviewIndexLabel,
+      emit, actionBusy, aiAdvice, aiAdviceHint, aiAdviceTitle, attachmentPreviewError, attachmentPreviewIndexLabel,
      attachmentPreviewLoading, attachmentPreviewMediaType, attachmentPreviewName, attachmentPreviewOpen,
      attachmentPreviewUrl, approveBusy, approveConfirmDialogOpen, approvalConfirmBadge,
      approvalConfirmDescription, approvalNextStage, approvalOpinionHint, approvalOpinionPlaceholder,
@@ -1646,7 +1718,7 @@ export default {
      currentSubmitRiskWarning,
      canEditDetailNote, deleteActionLabel, deleteBusy, deleteDialogDescription, deleteDialogOpen,
      deleteDialogTitle, deletingAttachmentId, deletingExpenseId, detailNote, detailNoteDirty,
-      detailNoteEditor, detailNoteTags, draftBlockingIssues, editingExpenseId, creatingExpense, expenseEditor,
+      detailNoteEditor, detailNoteEditorView, detailNoteTags, draftBlockingIssues, editingExpenseId, creatingExpense, expenseEditor,
      expenseItems, expenseTableColumnCount, expenseTotal, expenseUploadInput,
      expenseTypeOptions: EXPENSE_TYPE_OPTIONS,
      goToNextSubmitRisk, goToPreviousSubmitRisk,
@@ -1655,12 +1727,12 @@ export default {
      isMajorExpenseRisk,
      openAiEntry, openAttachmentPreview, goToNextAttachmentPreview, goToPreviousAttachmentPreview,
      profile, progressSteps, request, leaderOpinion, removeExpenseAttachment, removeExpenseItem,
-      resolveExpenseRiskIndicatorTitle, resolveRiskTagClass,
+      resolveExpenseRiskIndicatorTitle,
      resetDetailNote, resolveAttachmentDisplayName, resolveAttachmentPreviewTitle, resolveAttachmentRecognition,
      resolveExpenseReasonHelper, resolveExpenseReasonPlaceholder, resolveExpenseRiskState, resolveExpenseIssues,
      returnBusy, returnDialogOpen, riskOverrideBusy, riskOverrideDialogOpen, riskOverrideIndexLabel,
      riskOverrideReasons, saveDetailNote, savingDetailNote, savingExpenseId,
-      showLeaderApprovalPanel, showExpenseRisk, startExpenseEdit, submitBusy, submitConfirmDialogOpen,
+      showAiAdvicePanel, showLeaderApprovalPanel, showExpenseRisk, startExpenseEdit, submitBusy, submitConfirmDialogOpen,
      submitRiskWarnings,
      triggerExpenseUpload, uploadedExpenseCount, uploadingExpenseId, saveExpenseEdit
    }
--- a/web/src/views/scripts/knowledgeFolderSelection.js
+++ b/web/src/views/scripts/knowledgeFolderSelection.js
@@ -8,3 +8,12 @@ export function resolveInitialKnowledgeFolder(folders, currentFolder = '') {

  return normalizedFolders[0]?.name || ''
 }
+
+export function resolveKnowledgeFolderIcon(folder, activeFolder = '') {
+  const folderName = String(folder?.name || folder || '').trim()
+  const normalizedActiveFolder = String(activeFolder || '').trim()
+
+  return folderName && folderName === normalizedActiveFolder
+    ? 'mdi mdi-folder-open'
+    : 'mdi mdi-folder'
+}
--- a/web/src/views/scripts/travelReimbursementAttachmentModel.js
+++ b/web/src/views/scripts/travelReimbursementAttachmentModel.js
@@ -6,26 +6,26 @@ import {
 import { normalizeExpenseQueryPayload } from './travelReimbursementExpenseQueryModel.js'

 const SCENARIO_LABELS = {
-  expense: '??',
-  accounts_receivable: '??',
-  accounts_payable: '??',
-  knowledge: '??',
-  unknown: '??'
+  expense: '报销',
+  accounts_receivable: '应收',
+  accounts_payable: '应付',
+  knowledge: '知识',
+  unknown: '通用'
 }

 const INTENT_LABELS = {
-  query: '??',
-  explain: '??',
-  compare: '??',
-  risk_check: '????',
-  draft: '????',
-  operate: '????'
+  query: '查询',
+  explain: '解释',
+  compare: '对比',
+  risk_check: '风险检查',
+  draft: '信息核对',
+  operate: '动作请求'
 }

 function resolveStatusLabel(status) {
-  if (status === 'succeeded') return '???'
-  if (status === 'blocked') return '???'
-  return '??'
+  if (status === 'succeeded') return '已完成'
+  if (status === 'blocked') return '已阻断'
+  return '处理中'
 }

 function resolveStatusTone(status) {
@@ -123,6 +123,12 @@ function buildAssociationDocumentContentLines(document) {
  return ['- 识别内容：暂未提取到结构化字段，请以票据原件为准。']
 }

+function buildAssociationDocumentCard(lines) {
+  return (Array.isArray(lines) ? lines : [])
+    .map((line) => String(line || '').trim() ? `> ${line}` : '>')
+    .join('\n')
+}
+
 export function buildAttachmentAssociationConfirmationMessage({
  claimNo = '',
  claimTitle = '',
@@ -144,13 +150,14 @@ export function buildAttachmentAssociationConfirmationMessage({
    const filename = String(document?.filename || '').trim() || `附件 ${index + 1}`
    const typeLabel = resolveAssociationDocumentTypeLabel(document)
    const contentLines = buildAssociationDocumentContentLines(document)
-    return [
-      `附件 ${index + 1}：${filename}`,
+      .map((line) => String(line || '').replace(/^-\s*/, ''))
+    return buildAssociationDocumentCard([
+      `**附件 ${index + 1}：${filename}**`,
      '',
      `附件类型：${typeLabel}`,
      '',
      ...contentLines
-    ].join('\n')
+    ])
  })

  return [
@@ -158,14 +165,17 @@ export function buildAttachmentAssociationConfirmationMessage({
    '',
    documentBlocks.join('\n\n'),
    '',
+    '',
    '请问是否确定将票据信息归集到单据：',
    '',
    targetLines.join('\n'),
    '',
-    `如果 [确认](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF}) 该信息，我将直接将票据进行归集。`
+    '',
+    `如果 **[确认](${ATTACHMENT_ASSOCIATION_CONFIRM_HREF})** 该信息，我将直接将票据进行归集。`
  ]
-    .filter((part) => String(part || '').trim())
    .join('\n')
+    .replace(/\n{4,}/g, '\n\n\n')
+    .trim()
 }

 export function normalizeReviewDocumentFieldKey(label) {
@@ -235,6 +245,9 @@ export function buildOcrDocumentsFromReviewPayload(reviewPayload) {
      document_type_label: resolveDocumentTypeLabel(item?.document_type),
      scene_code: resolveExpenseTypeCode(item?.suggested_expense_type),
      scene_label: String(item?.scene_label || '').trim(),
+      preview_kind: String(item?.preview_kind || '').trim(),
+      preview_data_url: String(item?.preview_data_url || '').trim(),
+      preview_url: String(item?.preview_url || '').trim(),
      document_fields: fields,
      warnings: Array.isArray(item?.warnings) ? item.warnings : []
    }
@@ -373,12 +386,32 @@ export function mergeFilePreviews(existingPreviews, incomingPreviews) {
  return result
 }

+function inferPreviewKindFromUrl(url) {
+  const normalized = String(url || '').trim().toLowerCase()
+  if (!normalized) return ''
+  if (normalized.startsWith('data:image/') || /\.(png|jpg|jpeg|webp|bmp)(?:[?#].*)?$/i.test(normalized)) {
+    return 'image'
+  }
+  if (normalized.startsWith('data:application/pdf') || /\.pdf(?:[?#].*)?$/i.test(normalized)) {
+    return 'pdf'
+  }
+  return ''
+}
+
+function resolveDocumentPreviewKind(item) {
+  const explicit = String(item?.preview_kind || '').trim()
+  if (explicit) {
+    return explicit
+  }
+  return inferPreviewKindFromUrl(String(item?.preview_url || item?.preview_data_url || '').trim())
+}
+
 export function buildOcrFilePreviews(payload) {
  const documents = Array.isArray(payload?.documents) ? payload.documents : []
  return documents
    .map((item) => ({
      filename: String(item?.filename || '').trim(),
-      kind: String(item?.preview_kind || '').trim(),
+      kind: resolveDocumentPreviewKind(item),
      url: String(item?.preview_url || item?.preview_data_url || '').trim()
    }))
    .filter((item) => item.filename && item.kind === 'image' && item.url)
@@ -389,7 +422,7 @@ export function buildReviewFilePreviewsFromReviewPayload(reviewPayload) {
  return documents
    .map((item) => ({
      filename: String(item?.filename || '').trim(),
-      kind: String(item?.preview_kind || '').trim(),
+      kind: resolveDocumentPreviewKind(item),
      url: String(item?.preview_url || item?.preview_data_url || '').trim()
    }))
    .filter((item) => item.filename && item.kind === 'image' && item.url)
--- a/web/src/views/scripts/travelReimbursementConversationModel.js
+++ b/web/src/views/scripts/travelReimbursementConversationModel.js
@@ -166,6 +166,7 @@ export function createMessage(role, text, attachments = [], extras = {}) {
    queryPayload: null,
    draftPayload: null,
    reviewPayload: null,
+    reviewPanelScope: '',
    riskFlags: [],
    pendingAttachmentAssociation: null,
    ...extras
@@ -299,6 +300,7 @@ export function sanitizeRequest(request) {
  if (!request || typeof request !== 'object') return null

  const normalized = {
+    claimId: String(request.claimId || request.claim_id || '').trim(),
    id: String(request.id || '').trim(),
    typeLabel: String(request.typeLabel || request.category || '').trim(),
    reason: String(request.reason || request.title || '').trim(),
--- a/web/src/views/scripts/travelReimbursementExpenseQueryModel.js
+++ b/web/src/views/scripts/travelReimbursementExpenseQueryModel.js
@@ -4,6 +4,7 @@ import {
 } from './travelReimbursementReviewModel.js'

 export const EXPENSE_QUERY_PAGE_SIZE = 5
+export const EXPENSE_CENTER_HREF = '/app/requests'
 export const ASSOCIATABLE_CLAIM_STATUSES = new Set(['draft', 'supplement', 'returned'])
 const EXPENSE_STATUS_LABELS = {
  draft: '草稿',
@@ -14,6 +15,36 @@ const EXPENSE_STATUS_LABELS = {
  approved: '已审核',
  paid: '已入账'
 }
+const EXPENSE_RISK_LEVEL_LABELS = {
+  high: '高风险',
+  medium: '中风险',
+  warning: '中风险',
+  low: '低风险',
+  info: '低风险'
+}
+
+export function normalizeExpenseQueryRiskItem(item, index = 0) {
+  if (!item || typeof item !== 'object') {
+    return null
+  }
+
+  const rawLevel = String(item.level || item.severity || '').trim().toLowerCase()
+  const level = EXPENSE_RISK_LEVEL_LABELS[rawLevel] ? rawLevel : 'medium'
+  const summary = String(item.summary || item.message || item.content || '').trim()
+  const detail = String(item.detail || item.description || summary).trim()
+  if (!summary && !detail) {
+    return null
+  }
+
+  return {
+    key: String(item.key || `${level}-${index}`).trim() || `${level}-${index}`,
+    level,
+    levelLabel: String(item.level_label || item.levelLabel || EXPENSE_RISK_LEVEL_LABELS[level]).trim() || EXPENSE_RISK_LEVEL_LABELS[level],
+    title: String(item.title || item.label || EXPENSE_RISK_LEVEL_LABELS[level]).trim() || EXPENSE_RISK_LEVEL_LABELS[level],
+    summary: summary || detail,
+    detail: detail || summary
+  }
+}

 export function normalizeExpenseQueryStatusGroup(item) {
  if (!item || typeof item !== 'object') {
@@ -57,6 +88,9 @@ export function normalizeExpenseQueryRecord(item) {
    occurredAt,
    reason,
    location: String(item.location || '').trim(),
+    riskItems: (Array.isArray(item.risk_flags) ? item.risk_flags : [])
+      .map((riskItem, index) => normalizeExpenseQueryRiskItem(riskItem, index))
+      .filter(Boolean),
    summary: reason || `${expenseTypeLabel}报销`,
    dateDisplay: documentDate || occurredAt || '待补充日期'
  }
@@ -164,6 +198,7 @@ export function normalizeExpenseQueryPayload(payload) {

  const rawRecordCount = Number(payload.record_count || 0)
  const rawPreviewCount = Number(payload.preview_count || records.length)
+  const rawPreviewLimit = Number(payload.preview_limit || EXPENSE_QUERY_PAGE_SIZE)
  const rawOlderRecordCount = Number(payload.older_record_count || 0)
  const totalAmount = Number(payload.total_amount || 0)
  const rawWindowDays = Number(payload.window_days || 0)
@@ -187,6 +222,7 @@ export function normalizeExpenseQueryPayload(payload) {
    windowEndDate: windowEndDate || '',
    recordCount: Number.isFinite(rawRecordCount) ? Math.max(0, rawRecordCount) : 0,
    previewCount: Number.isFinite(rawPreviewCount) ? Math.max(0, rawPreviewCount) : records.length,
+    previewLimit: Number.isFinite(rawPreviewLimit) ? Math.max(1, rawPreviewLimit) : EXPENSE_QUERY_PAGE_SIZE,
    olderRecordCount: Number.isFinite(rawOlderRecordCount) ? Math.max(0, rawOlderRecordCount) : 0,
    hasMoreInWindow: Boolean(payload.has_more_in_window || payload.has_more),
    totalAmount: Number.isFinite(totalAmount) ? totalAmount : 0,
@@ -250,18 +286,13 @@ export function buildExpenseQueryHint(queryPayload) {
  }

  const parts = []
-  const windowText = buildExpenseQueryWindowLabel(queryPayload)
+  const previewLimit = Math.max(1, Number(queryPayload.previewLimit || EXPENSE_QUERY_PAGE_SIZE))
+  const totalCount = Math.max(0, Number(queryPayload.recordCount || 0))

-  if (Array.isArray(queryPayload.records) && queryPayload.records.length > EXPENSE_QUERY_PAGE_SIZE) {
-    parts.push(`当前共整理 ${queryPayload.records.length} 笔单据，可左右切换查看`)
-  }
-
-  if (queryPayload.hasMoreInWindow && queryPayload.previewCount < queryPayload.recordCount) {
-    parts.push(`${windowText}共 ${queryPayload.recordCount} 笔，当前先整理最近 ${queryPayload.previewCount} 笔`)
-  }
-
-  if (queryPayload.olderRecordCount > 0 && queryPayload.windowDays) {
-    parts.push(`另有 ${queryPayload.olderRecordCount} 笔超过 ${queryPayload.windowDays} 日的单据，请前往个人报销中心查看`)
+  if (totalCount > previewLimit) {
+    parts.push(`我只会筛选出最近的 ${previewLimit} 条记录；如果想查询全部的单据，请点击 [**这里**](${EXPENSE_CENTER_HREF}) 跳转到报销中心查看。`)
+  } else if (totalCount > 0) {
+    parts.push(`当前已展示本次筛选命中的全部记录；如果想进入报销中心继续筛选，请点击 [**这里**](${EXPENSE_CENTER_HREF})。`)
  }

  return parts.join('。')
--- a/web/src/views/scripts/travelReimbursementReviewDocuments.js
+++ b/web/src/views/scripts/travelReimbursementReviewDocuments.js
@@ -30,6 +30,7 @@ export function buildReviewDocumentDrafts(reviewPayload) {
    expenseTypeLabel: String(item.expenseTypeLabel || '').trim(),
    preview_kind: String(item.preview_kind || '').trim(),
    preview_data_url: String(item.preview_data_url || '').trim(),
+    preview_url: String(item.preview_url || '').trim(),
    warnings: Array.isArray(item.warnings) ? [...item.warnings] : [],
    fields: Array.isArray(item.fields)
      ? item.fields.map((field) => ({
--- a/web/src/views/scripts/travelReimbursementReviewModel.js
+++ b/web/src/views/scripts/travelReimbursementReviewModel.js
@@ -1260,6 +1260,19 @@ const REVIEW_PENDING_SUMMARY_TEMPLATES = [
  ({ issueSummary }) => `本次报销还有 ${issueSummary}，请先检查下面的补充项；想先留存当前识别结果时可以点“草稿”。`
 ]

+const REVIEW_SAVED_DRAFT_PENDING_SUMMARY_TEMPLATES = [
+  ({ issueSummary }) => `当前还有 ${issueSummary}。草稿已保存，后续上传票据时请关联这张草稿，补齐后再继续提交审批。`,
+  ({ issueSummary }) => `这张草稿仍有 ${issueSummary} 需要补充。您可以继续上传或关联票据，系统会归集到已保存草稿中。`,
+  ({ issueSummary }) => `草稿已生成，当前还差 ${issueSummary}。请按下方提示补充字段或票据，完整后再进入下一步。`,
+  ({ issueSummary }) => `草稿已经留存，下面还有 ${issueSummary} 待处理。新增附件请关联当前草稿，避免重复建单。`,
+  ({ issueSummary }) => `当前草稿还有 ${issueSummary}。建议先补齐金额、票据等信息，再从草稿详情继续提交审批。`,
+  ({ issueSummary }) => `已保留当前进度，这笔草稿还需要 ${issueSummary}。后续补充内容会作为该草稿的更新处理。`,
+  ({ issueSummary }) => `这张单据已进入草稿状态，仍有 ${issueSummary}。请继续补充必要信息，补齐后再发起正式提交。`,
+  ({ issueSummary }) => `草稿保存完成后，当前还剩 ${issueSummary}。上传附件时请选择关联这张草稿，系统会继续合并识别结果。`,
+  ({ issueSummary }) => `当前草稿待完善：${issueSummary}。请先处理下方项目，确认完整后再继续下一步。`,
+  ({ issueSummary }) => `这笔草稿还存在 ${issueSummary}。可以继续补充票据和字段，系统会围绕已保存草稿继续更新。`
+]
+
 function buildStableTemplateIndex(signature, total) {
  const source = String(signature || '')
  let hash = 0
@@ -1269,7 +1282,7 @@ function buildStableTemplateIndex(signature, total) {
  return total ? hash % total : 0
 }

-function buildReviewPendingSummary(pendingCount, riskCount, signature = '') {
+function buildReviewPendingSummary(pendingCount, riskCount, signature = '', options = {}) {
  const issueParts = []
  if (pendingCount) {
    issueParts.push(`${pendingCount} 项信息待补充`)
@@ -1278,11 +1291,15 @@ function buildReviewPendingSummary(pendingCount, riskCount, signature = '') {
    issueParts.push(`${riskCount} 条风险提醒`)
  }
  const issueSummary = issueParts.length ? issueParts.join('、') : '一些细节还需要进一步确认'
-  const templateIndex = buildStableTemplateIndex(signature || issueSummary, REVIEW_PENDING_SUMMARY_TEMPLATES.length)
-  return REVIEW_PENDING_SUMMARY_TEMPLATES[templateIndex]({ issueSummary })
+  const templates = options.savedDraft
+    ? REVIEW_SAVED_DRAFT_PENDING_SUMMARY_TEMPLATES
+    : REVIEW_PENDING_SUMMARY_TEMPLATES
+  const templateIndex = buildStableTemplateIndex(signature || issueSummary, templates.length)
+  return templates[templateIndex]({ issueSummary })
 }

-export function buildReviewPlainFollowupCopy(reviewPayload) {
+export function buildReviewPlainFollowupCopy(reviewPayload, options = {}) {
+  const savedDraft = Boolean(options?.savedDraft)
  const todoItems = buildReviewTodoItems(reviewPayload)
  const pendingCount = countReviewPendingItems(reviewPayload)
  const riskBriefs = resolvePresentationRiskBriefs(reviewPayload)
@@ -1297,7 +1314,9 @@ export function buildReviewPlainFollowupCopy(reviewPayload) {
    return {
      lead: '补充信息：',
      tone: 'danger',
-      summary: buildReviewPendingSummary(pendingCount || extraMissingCount, riskBriefs.length, summarySignature),
+      summary: buildReviewPendingSummary(pendingCount || extraMissingCount, riskBriefs.length, summarySignature, {
+        savedDraft
+      }),
      items: todoItems.map((item) => buildReviewPlainFollowupItem(item, true)),
      notes: []
    }
--- a/web/src/views/scripts/travelRequestDetailExpenseModel.js
+++ b/web/src/views/scripts/travelRequestDetailExpenseModel.js
@@ -2,6 +2,8 @@ export const EXPENSE_TYPE_OPTIONS = [
  { value: 'travel', label: '差旅费' },
  { value: 'train_ticket', label: '火车票' },
  { value: 'flight_ticket', label: '机票' },
+  { value: 'ship_ticket', label: '轮船票' },
+  { value: 'ferry_ticket', label: '轮船票' },
  { value: 'hotel_ticket', label: '住宿票' },
  { value: 'ride_ticket', label: '乘车' },
  { value: 'entertainment', label: '业务招待费' },
@@ -116,6 +118,13 @@ export function resolveExpenseReasonHelper(itemType) {
  return '业务报销说明'
 }

+export function resolveExpenseDescriptionDetail(itemType, itemLocation) {
+  if (isRouteDescriptionExpenseType(itemType) || isHotelDescriptionExpenseType(itemType)) {
+    return resolveExpenseReasonHelper(itemType)
+  }
+  return resolveLocationDisplay(itemLocation, itemType)
+}
+
 export function buildFallbackProgressSteps() {
  return [
    { index: 1, label: '创建单据', time: '已完成', done: true, active: true },
@@ -345,7 +354,7 @@ export function buildExpenseItemViewModel(source, index, requestModel, travelTim
    name: resolveExpenseTypeLabel(itemType),
    category: resolveExpenseTypeLabel(itemType),
    desc: itemReason || '待补充',
-    detail: resolveLocationDisplay(itemLocation, itemType),
+    detail: resolveExpenseDescriptionDetail(itemType, itemLocation),
    amount: amountDisplay,
    status: isSystemGenerated ? '系统计算' : attachments.length ? '已识别' : '待补充',
    tone: isSystemGenerated ? 'system' : attachments.length ? 'ok' : 'bad',
--- a/web/src/views/scripts/travelRequestDetailInsights.js
+++ b/web/src/views/scripts/travelRequestDetailInsights.js
@@ -1,3 +1,9 @@
+import {
+  isActionableRiskFlag,
+  isRiskSummaryWithRisk,
+  normalizeRiskFlagTone
+} from '../../utils/riskFlags.js'
+
 const DOCUMENT_TYPE_LABELS = {
  flight_itinerary: '机票/航班行程单',
  train_ticket: '火车/高铁票',
@@ -34,6 +40,62 @@ export function normalizeRiskTone(value) {
  return normalizeTone(value)
 }

+function resolveFlagTone(flag) {
+  return normalizeRiskFlagTone(flag)
+}
+
+function isRiskTone(tone) {
+  return ['medium', 'high'].includes(normalizeText(tone).toLowerCase())
+}
+
+function normalizeId(value) {
+  return normalizeText(value)
+}
+
+function resolveItemRiskFlag(item, claimRiskFlags) {
+  const itemId = normalizeId(item?.id)
+  if (!itemId || !Array.isArray(claimRiskFlags)) {
+    return null
+  }
+
+  return claimRiskFlags.find((flag) => {
+    if (!flag || typeof flag !== 'object') {
+      return false
+    }
+
+    if (!isActionableRiskFlag(flag)) {
+      return false
+    }
+
+    const flagItemId = normalizeId(flag.item_id || flag.itemId)
+    const tone = resolveFlagTone(flag)
+    return flagItemId === itemId && isRiskTone(tone)
+  }) || null
+}
+
+export function buildItemClaimRiskState(item, claimRiskFlags = []) {
+  const flag = resolveItemRiskFlag(item, claimRiskFlags)
+  if (!flag) {
+    return null
+  }
+
+  const tone = resolveFlagTone(flag)
+  const label = normalizeText(flag.label) || (tone === 'high' ? '高风险' : '中风险')
+  const points = Array.isArray(flag.points)
+    ? flag.points.map((point) => normalizeText(point)).filter(Boolean)
+    : []
+  const summary = normalizeText(flag.summary || flag.message || flag.reason)
+
+  return {
+    label,
+    tone,
+    headline: normalizeText(flag.headline || flag.title) || label,
+    summary,
+    points,
+    suggestion: normalizeText(flag.suggestion) || '如业务确需提交，请在附加说明中补充特殊情况原因后继续提交。'
+  }
+}
+
 export function resolveRiskTagTone(tag) {
  const normalized = normalizeText(tag).toLowerCase()
  if (normalized === '#high_risk') return 'high'
@@ -99,6 +161,68 @@ function normalizeRuleBasis(value) {
  return text ? [text] : []
 }

+function resolveClaimRiskRuleBasis(flag = {}, { risk = '', summary = '', tone = 'medium' } = {}) {
+  const explicitBasis = normalizeRuleBasis(flag.rule_basis || flag.ruleBasis)
+  if (explicitBasis.length) {
+    return explicitBasis
+  }
+
+  const source = normalizeText(flag.source)
+  const label = normalizeText(flag.label || flag.title || flag.name)
+  const corpus = [risk, summary, label].map((item) => normalizeText(item)).join(' ')
+  const basis = []
+
+  if (/高风险|中风险/.test(corpus)) {
+    basis.push(`风险文本已明确标记为${tone === 'high' ? '高风险' : '中风险'}。`)
+  }
+  if (source === 'attachment_analysis' || /附件|票据|OCR|识别|发票/.test(corpus)) {
+    basis.push('附件识别或票据核验未完全通过，系统将该项同步为单据风险。')
+  }
+  if (/直属领导|审批链|审批人缺失|审批人信息|补充分配|分配/.test(corpus)) {
+    basis.push('审批链校验未匹配到完整审批人信息，因此按中风险提醒。')
+  }
+  if (/金额|超标|阈值|住宿标准|报销标准|标准/.test(corpus)) {
+    basis.push('金额或标准核算命中制度阈值，需要补充说明或人工复核。')
+  }
+  if (/历史|近\s*\d+\s*天|重复|多次/.test(corpus)) {
+    basis.push('历史报销风险次数达到预警条件，系统提示审批人重点关注。')
+  }
+  if (/缺失|缺少|未识别|待补充|不一致|不匹配/.test(corpus)) {
+    basis.push('单据、附件或审批信息存在缺失、不一致或待补充项。')
+  }
+  if (summary) {
+    basis.push(`风险汇总：${summary}`)
+  }
+
+  return uniqueTexts(basis.length ? basis : [`系统预审根据“${label || '单据风险'}”将该项列为${tone === 'high' ? '高风险' : '中风险'}。`])
+}
+
+function resolveClaimRiskSuggestion(flag = {}, { risk = '', summary = '' } = {}) {
+  const explicitSuggestion = normalizeText(flag.suggestion)
+  if (explicitSuggestion) {
+    return explicitSuggestion
+  }
+
+  const corpus = [risk, summary, flag.label, flag.title].map((item) => normalizeText(item)).join(' ')
+  if (/直属领导|审批链|审批人缺失|审批人信息|补充分配|分配/.test(corpus)) {
+    return '请先核对员工档案中的直属领导和审批链配置；如果信息无误，可由审批环节人工补充分配说明。'
+  }
+  if (/金额|超标|阈值|住宿标准|报销标准|标准/.test(corpus)) {
+    return '请核对金额、天数、地点和职级标准；如确需超标，请在附加说明中写清楚业务原因和佐证材料。'
+  }
+  if (/附件|票据|OCR|识别|发票/.test(corpus)) {
+    return '请打开对应费用明细的附件预览，核对票据类型、金额、日期和说明；识别有误时先修正明细或重新上传附件。'
+  }
+  if (/历史|近\s*\d+\s*天|重复|多次/.test(corpus)) {
+    return '请核对近期同类报销记录，必要时补充本次费用与历史单据不同的业务背景。'
+  }
+  if (/缺失|缺少|未识别|待补充|不一致|不匹配/.test(corpus)) {
+    return '请按风险点补齐缺失信息，并核对费用明细与附件内容是否一致。'
+  }
+
+  return '请先核对上方触发原因；如属于真实业务例外，在附加说明中写清楚原因和佐证后再继续流转。'
+}
+
 export function buildAttachmentInsightViewModel(metadata, item = {}) {
  if (!metadata) {
    return null
@@ -245,6 +369,7 @@ export function buildAttachmentRiskCards({
  attachmentMetaByItemId = {},
  claimRiskFlags = []
 } = {}) {
+  const attachmentRiskItemIds = new Set()
  const attachmentCards = expenseItems.flatMap((item, index) => {
    if (!item?.invoiceId) {
      return []
@@ -257,6 +382,10 @@ export function buildAttachmentRiskCards({
    if (!analysis || !['medium', 'high'].includes(tone)) {
      return []
    }
+    const itemId = normalizeId(item.id)
+    if (itemId) {
+      attachmentRiskItemIds.add(itemId)
+    }

    const points = Array.isArray(analysis.points) && analysis.points.length
      ? analysis.points
@@ -276,6 +405,10 @@ export function buildAttachmentRiskCards({
        }

        if (!flag || typeof flag !== 'object') {
+          if (!isActionableRiskFlag(flag)) {
+            return []
+          }
+
          const risk = normalizeText(flag)
          return risk
            ? [withRiskTags({
@@ -285,29 +418,41 @@ export function buildAttachmentRiskCards({
              title: '单据风险提示',
              risk,
              summary: '',
-              ruleBasis: ['系统预审规则命中该风险提示。'],
-              suggestion: '请结合业务背景补充说明或调整单据后再提交。'
+              ruleBasis: resolveClaimRiskRuleBasis({}, { risk, tone: 'medium' }),
+              suggestion: resolveClaimRiskSuggestion({}, { risk })
            })]
            : []
        }

-        const tone = normalizeTone(flag.severity)
-        if (!['medium', 'high'].includes(tone)) {
+        if (!isActionableRiskFlag(flag)) {
+          return []
+        }
+
+        const source = normalizeText(flag.source)
+        const flagItemId = normalizeId(flag.item_id || flag.itemId)
+        if (source === 'attachment_analysis' && flagItemId && attachmentRiskItemIds.has(flagItemId)) {
+          return []
+        }
+
+        const tone = resolveFlagTone(flag)
+        if (!isRiskTone(tone)) {
          return []
        }

        const flagPoints = Array.isArray(flag.points)
          ? flag.points.map((point) => normalizeText(point)).filter(Boolean)
          : []
+        const primaryRisk = normalizeText(flag.message || flag.reason || flag.summary)
+        const fallbackRisk = normalizeText(flag.description || flag.detail || flag.title || flag.label || flag.name)
        const risks = flagPoints.length
          ? flagPoints
-          : [normalizeText(flag.message || flag.reason || flag.summary)].filter(Boolean)
-        const summary = normalizeText(flag.summary)
-        const ruleBasis = uniqueTexts([
-          ...normalizeRuleBasis(flag.rule_basis || flag.ruleBasis),
-          summary ? `风险汇总：${summary}` : '',
-          '系统预审规则命中该风险提示。'
-        ])
+          : [primaryRisk || fallbackRisk].filter(Boolean)
+        const summary = normalizeText(flag.summary || flag.message || flag.reason)
+        const ruleBasis = resolveClaimRiskRuleBasis(flag, {
+          risk: risks[0] || primaryRisk || fallbackRisk,
+          summary,
+          tone
+        })

        return risks.map((risk, pointIndex) => withRiskTags({
          id: `claim-risk-${index}-${pointIndex}`,
@@ -317,7 +462,7 @@ export function buildAttachmentRiskCards({
          risk,
          summary,
          ruleBasis,
-          suggestion: normalizeText(flag.suggestion) || '请结合业务背景补充说明或调整单据后再提交。'
+          suggestion: resolveClaimRiskSuggestion(flag, { risk, summary })
        }))
      })
      .filter(Boolean)
@@ -328,6 +473,52 @@ export function buildAttachmentRiskCards({
  return [...attachmentCards, ...claimCards]
 }

+function isNoRiskSummary(value) {
+  return !isRiskSummaryWithRisk(value)
+}
+
+function resolveClaimSummaryTone(request) {
+  const explicitTone = normalizeText(request?.riskTone || request?.risk_tone || request?.severity)
+  if (explicitTone) {
+    return normalizeTone(explicitTone)
+  }
+
+  const summary = normalizeText(request?.riskSummary || request?.risk || request?.riskText)
+  if (/高风险|重大风险|严重|超标|违规/.test(summary)) {
+    return 'high'
+  }
+  if (/中风险|待关注|待复核|提醒|异常|风险/.test(summary)) {
+    return 'medium'
+  }
+  return 'medium'
+}
+
+export function buildClaimSummaryRiskCards(request = {}) {
+  const summary = normalizeText(request?.riskSummary || request?.risk || request?.riskText)
+  if (isNoRiskSummary(summary)) {
+    return []
+  }
+
+  const tone = resolveClaimSummaryTone(request)
+  if (!isRiskTone(tone)) {
+    return []
+  }
+
+  return [withRiskTags({
+    id: 'claim-risk-summary',
+    tone,
+    label: tone === 'high' ? '高风险' : '中风险',
+    title: '单据风险提示',
+    risk: summary,
+    summary,
+    ruleBasis: resolveClaimRiskRuleBasis(
+      { source: 'risk_summary', message: summary, severity: tone },
+      { risk: summary, summary, tone }
+    ),
+    suggestion: resolveClaimRiskSuggestion({ source: 'risk_summary' }, { risk: summary, summary })
+  })]
+}
+
 export function buildAiAdviceViewModel({ completionItems = [], riskCards = [] } = {}) {
  const normalizedCompletionItems = completionItems.map((item) => normalizeText(item)).filter(Boolean)
  const normalizedRiskCards = riskCards.filter(Boolean)
--- a/web/src/views/scripts/useTravelReimbursementComposerTools.js
+++ b/web/src/views/scripts/useTravelReimbursementComposerTools.js
@@ -1,5 +1,171 @@
 import { computed, nextTick, ref } from 'vue'

+const COMMON_DESTINATION_PREFIXES = [
+  '上海',
+  '北京',
+  '广州',
+  '深圳',
+  '杭州',
+  '南京',
+  '苏州',
+  '成都',
+  '重庆',
+  '武汉',
+  '西安',
+  '天津',
+  '宁波',
+  '青岛',
+  '长沙',
+  '郑州',
+  '济南',
+  '合肥',
+  '福州',
+  '厦门',
+  '昆明',
+  '南昌',
+  '沈阳',
+  '大连',
+  '无锡',
+  '佛山',
+  '东莞'
+]
+
+const CHINESE_DAY_NUMBERS = {
+  一: 1,
+  二: 2,
+  两: 2,
+  三: 3,
+  四: 4,
+  五: 5,
+  六: 6,
+  七: 7,
+  八: 8,
+  九: 9,
+  十: 10
+}
+
+function normalizeComposerText(value) {
+  return String(value || '').trim().replace(/\s+/g, ' ')
+}
+
+function parseDayCount(value) {
+  const text = String(value || '').trim()
+  const numericValue = Number.parseInt(text, 10)
+  if (Number.isFinite(numericValue) && numericValue > 0) {
+    return numericValue
+  }
+  if (text === '十') {
+    return 10
+  }
+  if (/^十[一二三四五六七八九]$/.test(text)) {
+    return 10 + (CHINESE_DAY_NUMBERS[text.slice(1)] || 0)
+  }
+  if (/^[一二两三四五六七八九]十$/.test(text)) {
+    return (CHINESE_DAY_NUMBERS[text.slice(0, 1)] || 1) * 10
+  }
+  if (/^[一二两三四五六七八九]十[一二三四五六七八九]$/.test(text)) {
+    return (CHINESE_DAY_NUMBERS[text.slice(0, 1)] || 1) * 10 + (CHINESE_DAY_NUMBERS[text.slice(2)] || 0)
+  }
+  return CHINESE_DAY_NUMBERS[text] || 0
+}
+
+function calculateBusinessDays(businessTimeContext) {
+  const startDate = String(businessTimeContext?.start_date || '').trim()
+  const endDate = String(businessTimeContext?.end_date || startDate).trim()
+  if (!startDate || !endDate || startDate > endDate) {
+    return 0
+  }
+  const startAt = Date.parse(`${startDate}T00:00:00Z`)
+  const endAt = Date.parse(`${endDate}T00:00:00Z`)
+  if (!Number.isFinite(startAt) || !Number.isFinite(endAt)) {
+    return 0
+  }
+  return Math.max(1, Math.round((endAt - startAt) / 86400000) + 1)
+}
+
+function stripBusinessTimePrefix(text) {
+  return normalizeComposerText(text)
+    .replace(/^(?:业务)?发生时间[:：]\s*[^，,。\n]+(?:至\s*[^，,。\n]+)?[，,。\s]*/u, '')
+    .trim()
+}
+
+function resolveDestinationFromText(text) {
+  const normalized = normalizeComposerText(text).replace(/\s+/g, '')
+  const targetMatch = normalized.match(/(?:去|到|赴|前往)([^，,。；;]+)/u)
+  const targetText = String(targetMatch?.[1] || '').trim()
+  if (!targetText) {
+    return ''
+  }
+
+  const knownDestination = COMMON_DESTINATION_PREFIXES.find((item) => targetText.startsWith(item))
+  if (knownDestination) {
+    return knownDestination
+  }
+
+  const verbIndex = targetText.search(/支撑|支持|部署|实施|驻场|出差|拜访|处理|办理|参加|进行|协助|服务器|项目/u)
+  if (verbIndex > 0) {
+    return targetText.slice(0, verbIndex)
+  }
+  return targetText.slice(0, 12)
+}
+
+function resolveTripDaysFromText(text, businessTimeContext) {
+  const dayMatch = normalizeComposerText(text).match(/(?:出差|共|总计)?\s*([0-9]+|[一二两三四五六七八九十]{1,3})\s*天/u)
+  const explicitDays = parseDayCount(dayMatch?.[1])
+  return explicitDays || calculateBusinessDays(businessTimeContext)
+}
+
+function resolveReasonFromText(text, destination) {
+  let reason = normalizeComposerText(text)
+    .replace(/^(?:去|到|赴|前往)\s*/u, '')
+    .trim()
+
+  if (destination && reason.startsWith(destination)) {
+    reason = reason.slice(destination.length).trim()
+  }
+
+  return reason
+    .replace(/[，,。\s]*(?:出差|共|总计)?\s*(?:[0-9]+|[一二两三四五六七八九十]{1,3})\s*天/u, '')
+    .replace(/[，,。\s]*(?:申请|发起|办理)?(?:差旅费|差旅|费用)?报销(?:申请)?[。.!！]?$/u, '')
+    .replace(/^[，,。；;\s]+|[，,。；;\s]+$/gu, '')
+    .trim()
+}
+
+export function buildStructuredComposerSubmitText(rawText, businessTimeContext = null) {
+  const normalizedText = normalizeComposerText(rawText)
+  const timeDisplay = String(
+    businessTimeContext?.business_time ||
+      businessTimeContext?.time_range ||
+      businessTimeContext?.display_value ||
+      ''
+  ).trim()
+  if (!timeDisplay || !normalizedText) {
+    return normalizedText
+  }
+
+  const bodyText = stripBusinessTimePrefix(normalizedText)
+  if (!bodyText) {
+    return `发生时间：${timeDisplay}`
+  }
+
+  const destination = resolveDestinationFromText(bodyText)
+  const reason = resolveReasonFromText(bodyText, destination)
+  const days = resolveTripDaysFromText(bodyText, businessTimeContext)
+  const lines = [`发生时间：${timeDisplay}`]
+
+  if (destination) {
+    lines.push(`地点：${destination}`)
+  }
+  if (reason) {
+    lines.push(`事由：${reason}`)
+  }
+  if (days > 0 && (days > 1 || /出差|差旅|至/.test(timeDisplay) || /出差|差旅/.test(bodyText))) {
+    lines.push(`天数：${days}天`)
+  }
+
+  return lines.join('\n')
+}
+
 export function useTravelReimbursementComposerTools({
  currentUser,
  activeReviewPayload,
@@ -51,12 +217,12 @@ export function useTravelReimbursementComposerTools({
    )
    function buildComposerBusinessTimeLabel() {
      if (composerDateMode.value === 'single') {
-        return `业务发生时间:${composerSingleDate.value}`
+        return `发生时间：${composerSingleDate.value}`
      }
      if (composerRangeStartDate.value === composerRangeEndDate.value) {
-        return `业务发生时间:${composerRangeStartDate.value}`
+        return `发生时间：${composerRangeStartDate.value}`
      }
-      return `业务发生时间:${composerRangeStartDate.value} 至 ${composerRangeEndDate.value}`
+      return `发生时间：${composerRangeStartDate.value} 至 ${composerRangeEndDate.value}`
    }

    function hasComposerBusinessTimeSelection() {
@@ -156,6 +322,14 @@ export function useTravelReimbursementComposerTools({
      return `${tagPart}，${draftPart}`
    }

+    function resolveComposerDisplaySubmitText(rawText) {
+      const businessTimeContext = buildComposerBusinessTimeContext()
+      if (!businessTimeContext) {
+        return String(rawText || '').trim()
+      }
+      return buildStructuredComposerSubmitText(rawText, businessTimeContext)
+    }
+
    function toggleComposerDatePicker() {
      composerDatePickerOpen.value = !composerDatePickerOpen.value
      if (composerDatePickerOpen.value) {
@@ -377,6 +551,7 @@ export function useTravelReimbursementComposerTools({
      mergeBusinessTimeIntoExtraContext,
      syncComposerBusinessTimeToReviewCard,
      resolveComposerSubmitText,
+      resolveComposerDisplaySubmitText,
      toggleComposerDatePicker,
      closeComposerDatePicker,
      setComposerDateMode,
--- a/web/src/views/scripts/useTravelReimbursementReviewDrawer.js
+++ b/web/src/views/scripts/useTravelReimbursementReviewDrawer.js
@@ -26,6 +26,7 @@ import {

 export function useTravelReimbursementReviewDrawer({
  activeReviewPayload,
+  activeReviewPanelScope,
  reviewFilePreviews,
  flowSteps,
  submitting,
@@ -92,6 +93,11 @@ export function useTravelReimbursementReviewDrawer({
  const reviewRiskItems = computed(() => buildReviewRiskItems(activeReviewPayload.value))
  const reviewRiskEmpty = computed(() => !reviewRiskItems.value.length)
  const reviewDocumentCount = computed(() => reviewDocumentDrafts.value.length)
+  const normalizedReviewPanelScope = computed(() => {
+    const scope = String(activeReviewPanelScope?.value || '').trim()
+    return ['overview', 'documents', 'risk'].includes(scope) ? scope : ''
+  })
+  const reviewOverviewDrawerAvailable = computed(() => normalizedReviewPanelScope.value === 'overview')
  const reviewDocumentDrawerAvailable = computed(() => reviewDocumentCount.value > 0)
  const reviewRiskDrawerAvailable = computed(() => !reviewRiskEmpty.value)
  const reviewFlowDrawerAvailable = computed(() => flowSteps.value.length > 0)
@@ -135,22 +141,31 @@ export function useTravelReimbursementReviewDrawer({
      : 'mdi mdi-timeline-clock-outline'
  ))
  const activeReviewDocument = computed(() => reviewDocumentDrafts.value[activeReviewDocumentIndex.value] ?? null)
-  const activeReviewDocumentPreview = computed(() =>
-    activeReviewDocument.value
-      ? (
-          resolveDocumentPreview(activeReviewFilePreviews.value, activeReviewDocument.value.filename)
-          || (
-            activeReviewDocument.value.preview_kind === 'image' && activeReviewDocument.value.preview_data_url
-              ? {
-                  filename: activeReviewDocument.value.filename,
-                  kind: activeReviewDocument.value.preview_kind,
-                  url: activeReviewDocument.value.preview_data_url
-                }
-              : null
-          )
-        )
-      : null
-  )
+  const activeReviewDocumentPreview = computed(() => {
+    const document = activeReviewDocument.value
+    if (!document) return null
+
+    const matchedPreview = resolveDocumentPreview(activeReviewFilePreviews.value, document.filename)
+    if (matchedPreview?.url) {
+      return matchedPreview
+    }
+
+    const inlineUrl = String(document.preview_url || document.preview_data_url || '').trim()
+    if (!inlineUrl) {
+      return null
+    }
+    const explicitKind = String(document.preview_kind || '').trim()
+    const inferredKind = inlineUrl.startsWith('data:image/') ? 'image' : explicitKind
+    if (inferredKind !== 'image') {
+      return null
+    }
+
+    return {
+      filename: document.filename,
+      kind: 'image',
+      url: inlineUrl
+    }
+  })
  const canPreviewActiveReviewDocument = computed(() => Boolean(activeReviewDocumentPreview.value?.url))
  const reviewDocumentDirty = computed(() => {
    const baseValue = JSON.stringify(reviewDocumentBaseDrafts.value.map(normalizeReviewDocumentComparableValue))
@@ -170,9 +185,22 @@ export function useTravelReimbursementReviewDrawer({
    activeReviewDocumentIndex.value = nextDocumentDrafts.length
      ? Math.min(activeReviewDocumentIndex.value, nextDocumentDrafts.length - 1)
      : 0
-    reviewDrawerMode.value = resolveReviewRiskBriefs(payload).length
-      ? REVIEW_DRAWER_MODE_RISK
-      : REVIEW_DRAWER_MODE_REVIEW
+    const hasDocuments = nextDocumentDrafts.length > 0
+    const hasRisks = resolveReviewRiskBriefs(payload).length > 0
+    const scope = normalizedReviewPanelScope.value
+    if (scope === 'documents' && hasDocuments) {
+      reviewDrawerMode.value = REVIEW_DRAWER_MODE_DOCUMENTS
+    } else if (scope === 'risk' && hasRisks) {
+      reviewDrawerMode.value = REVIEW_DRAWER_MODE_RISK
+    } else if (scope === 'overview') {
+      reviewDrawerMode.value = REVIEW_DRAWER_MODE_REVIEW
+    } else if (hasDocuments) {
+      reviewDrawerMode.value = REVIEW_DRAWER_MODE_DOCUMENTS
+    } else if (hasRisks) {
+      reviewDrawerMode.value = REVIEW_DRAWER_MODE_RISK
+    } else {
+      reviewDrawerMode.value = REVIEW_DRAWER_MODE_REVIEW
+    }
    reviewInlinePendingFiles.value = []
    reviewInlineEditorKey.value = ''
    reviewInlineErrors.value = {}
@@ -348,14 +376,27 @@ export function useTravelReimbursementReviewDrawer({
  }

  function enforceReviewDrawerAvailability() {
+    if (!reviewOverviewDrawerAvailable.value && reviewDrawerMode.value === REVIEW_DRAWER_MODE_REVIEW) {
+      if (reviewDocumentDrawerAvailable.value) {
+        reviewDrawerMode.value = REVIEW_DRAWER_MODE_DOCUMENTS
+      } else if (reviewRiskDrawerAvailable.value) {
+        reviewDrawerMode.value = REVIEW_DRAWER_MODE_RISK
+      }
+    }
    if (!reviewDocumentDrawerAvailable.value && reviewDrawerMode.value === REVIEW_DRAWER_MODE_DOCUMENTS) {
-      reviewDrawerMode.value = REVIEW_DRAWER_MODE_REVIEW
+      reviewDrawerMode.value = reviewOverviewDrawerAvailable.value
+        ? REVIEW_DRAWER_MODE_REVIEW
+        : REVIEW_DRAWER_MODE_RISK
    }
    if (!reviewRiskDrawerAvailable.value && reviewDrawerMode.value === REVIEW_DRAWER_MODE_RISK) {
-      reviewDrawerMode.value = REVIEW_DRAWER_MODE_REVIEW
+      reviewDrawerMode.value = reviewOverviewDrawerAvailable.value
+        ? REVIEW_DRAWER_MODE_REVIEW
+        : REVIEW_DRAWER_MODE_DOCUMENTS
    }
    if (!reviewFlowDrawerAvailable.value && reviewDrawerMode.value === REVIEW_DRAWER_MODE_FLOW) {
-      reviewDrawerMode.value = REVIEW_DRAWER_MODE_REVIEW
+      reviewDrawerMode.value = reviewOverviewDrawerAvailable.value
+        ? REVIEW_DRAWER_MODE_REVIEW
+        : (reviewDocumentDrawerAvailable.value ? REVIEW_DRAWER_MODE_DOCUMENTS : REVIEW_DRAWER_MODE_RISK)
    }
  }

@@ -390,6 +431,7 @@ export function useTravelReimbursementReviewDrawer({
    reviewRecognitionNotes,
    reviewDocumentSummaries,
    reviewDocumentCount,
+    reviewOverviewDrawerAvailable,
    isReviewDocumentDrawer,
    isReviewRiskDrawer,
    isReviewFlowDrawer,
--- a/web/src/views/scripts/useTravelReimbursementSessionState.js
+++ b/web/src/views/scripts/useTravelReimbursementSessionState.js
@@ -29,7 +29,6 @@ export function useTravelReimbursementSessionState({
  linkedRequest,
  toast,
  composerDraft,
-  uploadDecisionDialogOpen,
  adjustComposerTextareaHeight,
  scrollToBottom,
  getSessionRuntimeRefs = () => ({})
@@ -122,6 +121,7 @@ export function useTravelReimbursementSessionState({
  }

  const initialSessionType = resolveInitialSessionType(props.initialConversation)
+  const shouldPersistLocalSnapshot = props.entrySource !== 'detail'
  const conversationInitialState = props.initialConversation
    ? buildConversationSessionState(props.initialConversation, initialSessionType)
    : buildEmptySessionState(initialSessionType)
@@ -172,6 +172,10 @@ export function useTravelReimbursementSessionState({
  }

  function persistSessionState(sessionState = null) {
+    if (!shouldPersistLocalSnapshot) {
+      return
+    }
+
    const state = sessionState || captureCurrentSessionState()
    const persistedState = buildPersistableSessionState(state)
    const meaningful = Boolean(
@@ -240,7 +244,6 @@ export function useTravelReimbursementSessionState({
    }
    composerUploadIntent.value = String(nextState.composerUploadIntent || '').trim()
    insightPanelCollapsed.value = Boolean(nextState.insightPanelCollapsed)
-    uploadDecisionDialogOpen.value = false
    nextTick(() => {
      adjustComposerTextareaHeight()
      scrollToBottom()
--- a/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
+++ b/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
@@ -61,6 +61,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
    refreshFlowRunDetail,
    rememberFilePreviews,
    replaceMessage,
+    resolveComposerDisplaySubmitText,
    resetFlowRun,
    resolveComposerSubmitText,
    reviewInlineForm,
@@ -76,7 +77,6 @@ export function useTravelReimbursementSubmitComposer(ctx) {
    startSemanticFlowPreview,
    submitting,
    syncComposerFilesToDraft,
-    uploadDecisionDialogOpen,
    toast
  } = ctx

@@ -109,6 +109,33 @@ export function useTravelReimbursementSubmitComposer(ctx) {
      )
    }

+    function resolveReviewPanelScope({
+      reviewPayload = null,
+      reviewAction = '',
+      fileCount = 0,
+      rawText = ''
+    } = {}) {
+      if (!reviewPayload || typeof reviewPayload !== 'object') {
+        return ''
+      }
+
+      const normalizedAction = String(reviewAction || '').trim()
+      const documentCount = Array.isArray(reviewPayload.document_cards) ? reviewPayload.document_cards.length : 0
+      const riskCount = Array.isArray(reviewPayload.risk_briefs) ? reviewPayload.risk_briefs.length : 0
+      const asksRisk = /风险|隐患|超标|异常|重复|待整改|风险项|高风险|中风险|低风险/.test(String(rawText || ''))
+
+      if (fileCount > 0 && documentCount > 0) {
+        return 'documents'
+      }
+      if (riskCount > 0 && (asksRisk || ['next_step', 'submit', 'submit_claim'].includes(normalizedAction))) {
+        return 'risk'
+      }
+      if (!normalizedAction && fileCount === 0) {
+        return 'overview'
+      }
+      return ''
+    }
+
    async function confirmPendingAttachmentAssociation(message) {
      if (submitting.value || sessionSwitchBusy.value) return null

@@ -137,7 +164,6 @@ export function useTravelReimbursementSubmitComposer(ctx) {
        userText: `确认归集到草稿 ${runtime.claimNo || '当前草稿'}`,
        files: runtime.files,
        uploadDisposition: 'continue_existing',
-        skipUploadDecisionPrompt: true,
        skipDraftAssociationPrompt: true,
        pendingText: runtime.claimNo
          ? `正在将票据归集到草稿 ${runtime.claimNo}...`
@@ -189,26 +215,57 @@ export function useTravelReimbursementSubmitComposer(ctx) {
      return parts.join('\n')
    }

+    function resolveDetailScopedClaimId() {
+      if (props.entrySource !== 'detail' || isKnowledgeSession.value) {
+        return ''
+      }
+      return String(
+        linkedRequest.value?.claimId ||
+          linkedRequest.value?.claim_id ||
+          ''
+      ).trim()
+    }
+
    async function submitComposer(options = {}) {
      if (submitting.value || sessionSwitchBusy.value) return null

      const rawText = resolveComposerSubmitText(options.rawText).trim()
      const systemGenerated = Boolean(options.systemGenerated)
-      const resolvedUploadDisposition =
-        String(options.uploadDisposition || '').trim() ||
-        (composerUploadIntent.value === 'continue_existing' ? 'continue_existing' : '')
      const normalizedFiles = isKnowledgeSession.value ? [] : Array.from(options.files ?? attachedFiles.value)
      const fileMergeResult = mergeFilesWithLimit([], normalizedFiles, MAX_ATTACHMENTS)
      const files = fileMergeResult.files
+      const detailScopedClaimId = resolveDetailScopedClaimId()
+      const detailScopedUpload = Boolean(detailScopedClaimId && files.length)
+      if (detailScopedClaimId) {
+        draftClaimId.value = detailScopedClaimId
+      }
+      const resolvedUploadDisposition =
+        String(options.uploadDisposition || '').trim() ||
+        (composerUploadIntent.value === 'continue_existing' ? 'continue_existing' : '') ||
+        (detailScopedUpload ? 'continue_existing' : '')
      if (fileMergeResult.overflowCount > 0) {
        toast(`一次最多上传 ${MAX_ATTACHMENTS} 份附件，已保留前 ${MAX_ATTACHMENTS} 份。`)
      }
      if (!rawText && !files.length) return
      const fileNames = files.map((file) => file.name)

-      const initialExtraContext = options.extraContext && typeof options.extraContext === 'object'
+      const optionExtraContext = options.extraContext && typeof options.extraContext === 'object'
        ? { ...options.extraContext }
        : {}
+      const detailScopedClaimNo = String(
+        linkedRequest.value?.documentNo ||
+          linkedRequest.value?.id ||
+          ''
+      ).trim()
+      const initialExtraContext = detailScopedClaimId
+        ? {
+            ...optionExtraContext,
+            draft_claim_id: detailScopedClaimId,
+            selected_claim_id: detailScopedClaimId,
+            selected_claim_no: detailScopedClaimNo,
+            detail_scope_claim_id: detailScopedClaimId
+          }
+        : optionExtraContext
      const selectedBusinessTimeContext = isKnowledgeSession.value ? null : buildComposerBusinessTimeContext()
      const extraContext = isKnowledgeSession.value
        ? initialExtraContext
@@ -217,7 +274,8 @@ export function useTravelReimbursementSubmitComposer(ctx) {
      const attachmentAssociationConfirmed = Boolean(
        options.associationConfirmed ||
          extraContext.attachment_association_confirmed ||
-          reviewAction === 'link_to_existing_draft'
+          reviewAction === 'link_to_existing_draft' ||
+          detailScopedUpload
      )
      const hasSelectedExpenseType = Boolean(
        extraContext.expense_scene_selection ||
@@ -238,10 +296,9 @@ export function useTravelReimbursementSubmitComposer(ctx) {
        hasSelectedExpenseType
      })
      const reviewAttachmentNames = extractReviewAttachmentNames(activeReviewPayload.value)
-      const hasExistingDocumentEvent =
-        Boolean(String(draftClaimId.value || '').trim()) || reviewAttachmentNames.length > 0
      const userText =
        String(options.userText || '').trim() ||
+        resolveComposerDisplaySubmitText(rawText) ||
        rawText ||
        (isKnowledgeSession.value
          ? `我上传了 ${fileNames.length} 份附件，请帮我回答相关财务问题。`
@@ -254,19 +311,6 @@ export function useTravelReimbursementSubmitComposer(ctx) {
      if (
        !isKnowledgeSession.value &&
        files.length &&
-        hasExistingDocumentEvent &&
-        !resolvedUploadDisposition &&
-        !options.skipUploadDecisionPrompt &&
-        !reviewAction
-      ) {
-        uploadDecisionDialogOpen.value = true
-        return null
-      }
-
-      if (
-        !isKnowledgeSession.value &&
-        files.length &&
-        !hasExistingDocumentEvent &&
        !resolvedUploadDisposition &&
        !options.skipDraftAssociationPrompt &&
        !reviewAction
@@ -300,7 +344,22 @@ export function useTravelReimbursementSubmitComposer(ctx) {
          }
        } catch (error) {
          console.warn('Failed to load draft claims before attachment recognition:', error)
-          toast(error?.message || '查询可关联草稿失败，已继续按新单据识别。')
+          resetFlowRun()
+          if (!options.skipUserMessage) {
+            messages.value.push(createMessage('user', userText, fileNames))
+          }
+          messages.value.push(createMessage(
+            'assistant',
+            '我暂时没能查询到可关联的草稿/待补单据，所以先不识别这批附件。请稍后重试，或从对应草稿进入后继续上传票据。',
+            [],
+            {
+              meta: ['单据查询失败']
+            }
+          ))
+          nextTick(scrollToBottom)
+          persistSessionState()
+          toast(error?.message || '查询可关联草稿失败，请稍后重试。')
+          return null
        }
      }

@@ -602,14 +661,24 @@ export function useTravelReimbursementSubmitComposer(ctx) {
          queryPayload: normalizeExpenseQueryPayload(payload?.result?.query_payload),
          draftPayload: payload?.result?.draft_payload || null,
          reviewPayload: payload?.result?.review_payload || null,
+          reviewPanelScope: resolveReviewPanelScope({
+            reviewPayload: payload?.result?.review_payload || null,
+            reviewAction: reviewActionResult,
+            fileCount: files.length,
+            rawText
+          }),
          riskFlags: Array.isArray(payload?.result?.risk_flags) ? payload.result.risk_flags : []
        })
        replaceMessage(pendingMessage.id, assistantMessage)
-        currentInsight.value = buildAgentInsight(
+        const nextInsight = buildAgentInsight(
          payload,
          effectiveFileNames,
          mergeFilePreviews(filePreviews, ocrFilePreviews)
        )
+        if (nextInsight.agent) {
+          nextInsight.agent.reviewPanelScope = assistantMessage.reviewPanelScope
+        }
+        currentInsight.value = nextInsight
        completeFlowResult(payload, flowRunDetail)
        persistSessionState()
        nextTick(scrollToBottom)
--- a/web/tests/app-shell-detail-alerts.test.mjs
+++ b/web/tests/app-shell-detail-alerts.test.mjs
@@ -0,0 +1,100 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  buildDetailAlerts,
+  hasMissingAttachment,
+  hasPendingInfo
+} from '../src/utils/detailAlerts.js'
+
+test('detail topbar ignores system allowance rows when checking missing tickets', () => {
+  const request = {
+    node: '直属领导审批',
+    approvalKey: 'in_progress',
+    typeCode: 'travel',
+    typeLabel: '差旅费',
+    reason: '上海项目出差',
+    location: '上海',
+    city: '上海',
+    occurredDisplay: '2026-05-13 至 2026-05-15',
+    amountValue: 1008,
+    profilePosition: '待补充',
+    profileGrade: '待补充',
+    profileManager: '待补充',
+    expenseItems: [
+      {
+        id: 'outbound-train',
+        itemType: 'train_ticket',
+        itemReason: '广州南-上海虹桥',
+        itemLocation: '上海',
+        itemDate: '2026-05-13',
+        itemAmount: 354,
+        invoiceId: 'outbound.png'
+      },
+      {
+        id: 'hotel',
+        itemType: 'hotel_ticket',
+        itemReason: '上海中心酒店',
+        itemLocation: '上海',
+        itemDate: '2026-05-14',
+        itemAmount: 354,
+        invoiceId: 'hotel.png'
+      },
+      {
+        id: 'allowance',
+        itemType: 'travel_allowance',
+        itemReason: '系统自动计算出差补贴',
+        itemLocation: '上海',
+        itemDate: '2026-05-15',
+        itemAmount: 300,
+        invoiceId: '',
+        isSystemGenerated: true
+      }
+    ]
+  }
+
+  const alerts = buildDetailAlerts(request).map((item) => item.label)
+
+  assert.equal(hasMissingAttachment(request), false)
+  assert.equal(hasPendingInfo(request), false)
+  assert.deepEqual(alerts, ['直属领导审批'])
+})
+
+test('detail topbar still flags real manual rows without required ticket info', () => {
+  const request = {
+    node: '待提交',
+    approvalKey: 'draft',
+    typeCode: 'travel',
+    typeLabel: '差旅费',
+    reason: '待补充',
+    location: '待补充',
+    city: '待补充',
+    occurredDisplay: '待补充',
+    amountValue: 0,
+    expenseItems: [
+      {
+        id: 'manual-train',
+        itemType: 'train_ticket',
+        itemReason: '',
+        itemLocation: '',
+        itemDate: '',
+        itemAmount: 0,
+        invoiceId: ''
+      },
+      {
+        id: 'allowance',
+        itemType: 'travel_allowance',
+        itemReason: '系统自动计算出差补贴',
+        itemAmount: 300,
+        invoiceId: '',
+        isSystemGenerated: true
+      }
+    ]
+  }
+
+  const alerts = buildDetailAlerts(request).map((item) => item.label)
+
+  assert.equal(hasMissingAttachment(request), true)
+  assert.equal(hasPendingInfo(request), true)
+  assert.deepEqual(alerts, ['待提交', '缺少票据', '待补信息'])
+})
--- a/web/tests/archive-center-list-filters.test.mjs
+++ b/web/tests/archive-center-list-filters.test.mjs
@@ -0,0 +1,102 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  applyArchiveListFilters,
+  buildArchiveMonthFilterOptions,
+  buildDepartmentFilterOptions,
+  buildTypeFilterOptions,
+  countClaimRisks,
+  extractArchiveMonth,
+  formatArchiveMonthLabel,
+  formatArchiveRiskCountLabel,
+  hasActiveArchiveListFilters
+} from '../src/utils/archiveCenterListFilters.js'
+
+const sampleRows = [
+  {
+    id: 'EXP-001',
+    typeCode: 'travel',
+    type: '差旅费',
+    department: '研发部',
+    archiveMonth: '2026-05',
+    archiveMonthLabel: '2026年05月',
+    archiveTab: '差旅报销',
+    hasRisk: true,
+    riskTone: 'high',
+    risk: '2条',
+    riskCount: 2
+  },
+  {
+    id: 'EXP-002',
+    typeCode: 'entertainment',
+    type: '业务招待费',
+    department: '销售部',
+    archiveMonth: '2026-04',
+    archiveMonthLabel: '2026年04月',
+    archiveTab: '招待报销',
+    hasRisk: false,
+    riskTone: 'none',
+    risk: '0条',
+    riskCount: 0
+  }
+]
+
+test('countClaimRisks counts flag points and summary fallback', () => {
+  assert.equal(
+    countClaimRisks([
+      { severity: 'high', points: ['酒店超标', '缺少水单'] },
+      { severity: 'info', message: '提示信息' }
+    ], '无'),
+    2
+  )
+  assert.equal(countClaimRisks([], '发票抬头不一致'), 1)
+  assert.equal(formatArchiveRiskCountLabel(3), '3条')
+})
+
+test('countClaimRisks ignores approval opinions and completed flow logs', () => {
+  assert.equal(
+    countClaimRisks([
+      { source: 'manual_approval', severity: 'info', message: '同意' },
+      { source: 'finance_approval', severity: 'info', message: '周晓彤 已完成财务审核，进入归档入账。' }
+    ], '无'),
+    0
+  )
+  assert.equal(countClaimRisks([], '同意'), 0)
+  assert.equal(countClaimRisks([], '周晓彤 已完成财务审核，进入归档入账。'), 0)
+})
+
+test('extractArchiveMonth parses iso timestamps', () => {
+  assert.equal(extractArchiveMonth('2026-05-20T08:00:00.000Z'), '2026-05')
+})
+
+test('applyArchiveListFilters supports department and archive month', () => {
+  const filtered = applyArchiveListFilters(sampleRows, {
+    department: '销售部',
+    archiveMonth: '2026-04'
+  })
+
+  assert.equal(filtered.length, 1)
+  assert.equal(filtered[0].id, 'EXP-002')
+})
+
+test('build filter options are derived from loaded rows', () => {
+  const typeLabels = buildTypeFilterOptions(sampleRows).map((item) => item.label)
+  const departmentLabels = buildDepartmentFilterOptions(sampleRows).map((item) => item.label)
+  const monthOptions = buildArchiveMonthFilterOptions(sampleRows)
+
+  assert.equal(typeLabels[0], '全部类型')
+  assert.ok(typeLabels.includes('差旅费'))
+  assert.ok(typeLabels.includes('业务招待费'))
+  assert.equal(departmentLabels[0], '全部部门')
+  assert.ok(departmentLabels.includes('研发部'))
+  assert.ok(departmentLabels.includes('销售部'))
+  assert.equal(formatArchiveMonthLabel('2026-05'), '2026年05月')
+  assert.equal(monthOptions[0].label, '全部月份')
+  assert.ok(monthOptions.some((item) => item.value === '2026-05'))
+})
+
+test('hasActiveArchiveListFilters detects active criteria', () => {
+  assert.equal(hasActiveArchiveListFilters({ risk: 'high' }), true)
+  assert.equal(hasActiveArchiveListFilters({ risk: 'all', type: 'all' }), false)
+})
--- a/web/tests/assistant-session-draft-delete.test.mjs
+++ b/web/tests/assistant-session-draft-delete.test.mjs
@@ -0,0 +1,130 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+import {
+  clearAssistantSessionSnapshotForDraftClaim,
+  readAssistantSessionSnapshot,
+  writeAssistantSessionSnapshot
+} from '../src/utils/assistantSessionSnapshot.js'
+
+function installWindowStub() {
+  const store = new Map()
+  const events = []
+
+  globalThis.CustomEvent = class CustomEvent {
+    constructor(type, options = {}) {
+      this.type = type
+      this.detail = options.detail || {}
+    }
+  }
+  globalThis.window = {
+    localStorage: {
+      getItem(key) {
+        return store.has(key) ? store.get(key) : null
+      },
+      setItem(key, value) {
+        store.set(key, String(value))
+      },
+      removeItem(key) {
+        store.delete(key)
+      }
+    },
+    dispatchEvent(event) {
+      events.push(event)
+      return true
+    }
+  }
+
+  return { events }
+}
+
+test('assistant snapshot is cleared only when it belongs to the deleted draft claim', () => {
+  const { events } = installWindowStub()
+
+  writeAssistantSessionSnapshot('emp-1', 'expense', {
+    draftClaimId: 'claim-1',
+    messages: [{ role: 'assistant', text: '已保存草稿 EXP-001' }]
+  })
+
+  assert.equal(clearAssistantSessionSnapshotForDraftClaim('emp-1', 'claim-2', 'expense'), false)
+  assert.equal(readAssistantSessionSnapshot('emp-1', 'expense')?.state?.draftClaimId, 'claim-1')
+
+  assert.equal(clearAssistantSessionSnapshotForDraftClaim('emp-1', 'claim-1', 'expense'), true)
+  assert.equal(readAssistantSessionSnapshot('emp-1', 'expense'), null)
+  assert.equal(events.at(-1)?.detail?.action, 'clear')
+})
+
+test('claim delete flow invalidates the matching financial assistant session', () => {
+  const appShellScript = readFileSync(
+    fileURLToPath(new URL('../src/composables/useAppShell.js', import.meta.url)),
+    'utf8'
+  )
+  const appShellRouteView = readFileSync(
+    fileURLToPath(new URL('../src/views/AppShellRouteView.vue', import.meta.url)),
+    'utf8'
+  )
+  const createViewScript = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/TravelReimbursementCreateView.js', import.meta.url)),
+    'utf8'
+  )
+
+  assert.match(appShellScript, /clearAssistantSessionSnapshotForDraftClaim/)
+  assert.match(appShellScript, /async function handleRequestDeleted\(payload = \{\}\)/)
+  assert.match(appShellScript, /smartEntryInvalidatedDraftClaimId\.value = deletedClaimId/)
+  assert.match(appShellRouteView, /:invalidated-draft-claim-id="smartEntryInvalidatedDraftClaimId"/)
+  assert.match(createViewScript, /invalidatedDraftClaimId/)
+  assert.match(createViewScript, /function clearExpenseSessionForDeletedClaim\(claimId\)/)
+  assert.match(createViewScript, /toast\('该草稿单据已删除，相关财务助手会话已清空。'\)/)
+})
+
+test('saving a draft keeps the financial assistant open for continued work', () => {
+  const appShellScript = readFileSync(
+    fileURLToPath(new URL('../src/composables/useAppShell.js', import.meta.url)),
+    'utf8'
+  )
+  const handleDraftSavedBlock = appShellScript.match(
+    /async function handleDraftSaved\(payload = \{\}\) \{[\s\S]*?\r?\n  \}\r?\n\r?\n  function openRequestDetail/
+  )?.[0]
+
+  assert.ok(handleDraftSavedBlock)
+  assert.match(handleDraftSavedBlock, /if \(status === 'submitted'\) \{[\s\S]*smartEntryOpen\.value = false/)
+  assert.match(handleDraftSavedBlock, /if \(status === 'submitted'\) \{[\s\S]*router\.push\(\{ name: 'app-requests' \}\)/)
+  assert.match(handleDraftSavedBlock, /return[\s\S]*单据已保存为草稿，可继续上传票据或补充信息。/)
+
+  const draftSuccessIndex = handleDraftSavedBlock.indexOf('单据已保存为草稿，可继续上传票据或补充信息。')
+  assert.equal(handleDraftSavedBlock.indexOf('smartEntryOpen.value = false', draftSuccessIndex), -1)
+  assert.equal(handleDraftSavedBlock.indexOf("router.push({ name: 'app-requests' })", draftSuccessIndex), -1)
+})
+
+test('detail smart entry is scoped to the current claim instead of the latest conversation', () => {
+  const detailViewScript = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/TravelRequestDetailView.js', import.meta.url)),
+    'utf8'
+  )
+  const appShellScript = readFileSync(
+    fileURLToPath(new URL('../src/composables/useAppShell.js', import.meta.url)),
+    'utf8'
+  )
+  const sessionStateScript = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSessionState.js', import.meta.url)),
+    'utf8'
+  )
+  const submitComposerScript = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
+    'utf8'
+  )
+
+  assert.match(detailViewScript, /restoreLatestConversation:\s*false/)
+  assert.match(detailViewScript, /scope:\s*claimId[\s\S]*type:\s*'claim'[\s\S]*claimId/)
+  assert.match(appShellScript, /function isDetailClaimScopedPayload\(payload = \{\}\)/)
+  assert.match(appShellScript, /if \(isDetailClaimScopedPayload\(payload\)\) \{[\s\S]*return null[\s\S]*\}/)
+  assert.match(sessionStateScript, /const shouldPersistLocalSnapshot = props\.entrySource !== 'detail'/)
+  assert.match(sessionStateScript, /if \(!shouldPersistLocalSnapshot\) \{[\s\S]*return[\s\S]*\}/)
+  assert.match(submitComposerScript, /function resolveDetailScopedClaimId\(\)/)
+  assert.match(submitComposerScript, /const detailScopedUpload = Boolean\(detailScopedClaimId && files\.length\)/)
+  assert.match(submitComposerScript, /draft_claim_id: detailScopedClaimId/)
+  assert.match(submitComposerScript, /detail_scope_claim_id: detailScopedClaimId/)
+  assert.match(submitComposerScript, /detailScopedUpload/)
+})
--- a/web/tests/attachment-association-confirmation.test.mjs
+++ b/web/tests/attachment-association-confirmation.test.mjs
@@ -1,10 +1,21 @@
 import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
 import test from 'node:test'
+import { fileURLToPath } from 'node:url'

 import {
  ATTACHMENT_ASSOCIATION_CONFIRM_HREF,
-  buildAttachmentAssociationConfirmationMessage
+  buildAttachmentAssociationConfirmationMessage,
+  buildOcrFilePreviews,
+  buildReviewFilePreviewsFromReviewPayload
 } from '../src/views/scripts/travelReimbursementAttachmentModel.js'
+import {
+  buildDraftAssociationQueryPayload,
+  buildExpenseQueryHint,
+  EXPENSE_CENTER_HREF,
+  normalizeExpenseQueryPayload
+} from '../src/views/scripts/travelReimbursementExpenseQueryModel.js'
+import { renderMarkdown } from '../src/utils/markdown.js'

 test('attachment association prompt prints recognized receipt details before confirmation link', () => {
  const message = buildAttachmentAssociationConfirmationMessage({
@@ -26,9 +37,165 @@ test('attachment association prompt prints recognized receipt details before con
  })

  assert.match(message, /已识别附件信息：/)
+  assert.match(message, /> \*\*附件 1：train-ticket\.pdf\*\*/)
  assert.match(message, /附件类型：差旅票据/)
  assert.match(message, /行程：武汉-上海/)
  assert.match(message, /票价：354.00/)
  assert.match(message, /草稿单号：EXP-202605-001/)
-  assert.match(message, new RegExp(`\\[确认\\]\\(${ATTACHMENT_ASSOCIATION_CONFIRM_HREF}\\)`))
+  assert.match(message, new RegExp(`\\n\\n\\n如果 \\*\\*\\[确认\\]\\(${ATTACHMENT_ASSOCIATION_CONFIRM_HREF}\\)\\*\\* 该信息`))
+
+  const rendered = renderMarkdown(message)
+  assert.match(rendered, /<blockquote class="markdown-attachment-card">/)
+  const questionIndex = rendered.indexOf('请问是否确定将票据信息归集到单据')
+  const attachmentCardCloseIndex = rendered.indexOf('</blockquote>')
+  assert.ok(attachmentCardCloseIndex > -1 && questionIndex > attachmentCardCloseIndex)
+  const attachmentCardHtml = rendered.slice(
+    rendered.indexOf('<blockquote class="markdown-attachment-card">'),
+    attachmentCardCloseIndex
+  )
+  assert.doesNotMatch(attachmentCardHtml, /请问是否确定将票据信息归集到单据/)
+  assert.match(rendered, /<p class="markdown-action-paragraph">/)
+  assert.match(rendered, /<strong><a href="#confirm-attachment-association" class="markdown-action-link markdown-action-link-confirm">确认<\/a><\/strong>/)
+})
+
+test('multiple recognized attachments render as separated attachment cards', () => {
+  const message = buildAttachmentAssociationConfirmationMessage({
+    claimNo: 'EXP-202605-001',
+    ocrDocuments: [
+      {
+        filename: '2月20 武汉-上海.pdf',
+        document_type: 'train_ticket',
+        document_type_label: '火车/高铁票',
+        document_fields: [
+          { key: 'amount', label: '金额', value: '354元' },
+          { key: 'route', label: '行程', value: '武汉-上海' }
+        ]
+      },
+      {
+        filename: '2月23 上海-武汉.pdf',
+        document_type: 'train_ticket',
+        document_type_label: '火车/高铁票',
+        document_fields: [
+          { key: 'amount', label: '金额', value: '354元' },
+          { key: 'route', label: '行程', value: '上海-武汉' }
+        ]
+      }
+    ]
+  })
+  const rendered = renderMarkdown(message)
+
+  assert.equal((rendered.match(/class="markdown-attachment-card"/g) || []).length, 2)
+  assert.match(rendered, /<strong>附件 1：2月20 武汉-上海\.pdf<\/strong>/)
+  assert.match(rendered, /<strong>附件 2：2月23 上海-武汉\.pdf<\/strong>/)
+  assert.match(rendered, /本次待归集附件：2 份/)
+})
+
+test('attachment upload association uses conversation selection instead of legacy modal', () => {
+  const viewSource = readFileSync(
+    fileURLToPath(new URL('../src/views/TravelReimbursementCreateView.vue', import.meta.url)),
+    'utf8'
+  )
+  const submitComposerSource = readFileSync(
+    fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
+    'utf8'
+  )
+
+  assert.doesNotMatch(viewSource, /检测到你已有单据事件|uploadDecisionDialogOpen|continueExistingUpload|createNewUploadDocument/)
+  assert.doesNotMatch(submitComposerSource, /uploadDecisionDialogOpen|hasExistingDocumentEvent|skipUploadDecisionPrompt/)
+  assert.doesNotMatch(submitComposerSource, /查询可关联草稿失败，已继续按新单据识别/)
+  assert.match(
+    submitComposerSource,
+    /const claims = await fetchExpenseClaims\(\)[\s\S]*const queryPayload = buildDraftAssociationQueryPayload\(claims\)[\s\S]*meta: \['等待选择关联单据'\][\s\S]*queryPayload/
+  )
+  assert.match(submitComposerSource, /meta: \['单据查询失败'\][\s\S]*return null/)
+  assert.match(
+    submitComposerSource,
+    /files\.length[\s\S]*!resolvedUploadDisposition[\s\S]*!options\.skipDraftAssociationPrompt[\s\S]*!reviewAction/
+  )
+})
+
+test('OCR preview builders keep hotel receipt image previews when preview kind is omitted', () => {
+  const dataUrl = 'data:image/png;base64,abc123'
+  const ocrPreviews = buildOcrFilePreviews({
+    documents: [
+      {
+        filename: 'hotel.png',
+        preview_data_url: dataUrl
+      }
+    ]
+  })
+  const reviewPreviews = buildReviewFilePreviewsFromReviewPayload({
+    document_cards: [
+      {
+        filename: 'hotel.png',
+        preview_url: dataUrl
+      }
+    ]
+  })
+
+  assert.deepEqual(ocrPreviews, [{ filename: 'hotel.png', kind: 'image', url: dataUrl }])
+  assert.deepEqual(reviewPreviews, [{ filename: 'hotel.png', kind: 'image', url: dataUrl }])
+})
+
+test('draft association query keeps a single candidate selectable in the conversation', () => {
+  const payload = buildDraftAssociationQueryPayload([
+    {
+      id: 'claim-1',
+      claim_no: 'EXP-202605-001',
+      status: 'draft',
+      expense_type: 'travel',
+      reason: '上海出差',
+      amount: 1280
+    }
+  ])
+
+  assert.equal(payload.selectionMode, 'draft_association')
+  assert.equal(payload.title, '选择关联草稿')
+  assert.equal(payload.records.length, 1)
+  assert.equal(payload.records[0].claimId, 'claim-1')
+})
+
+test('expense query payload keeps structured risk items for claim-level risk drilldown', () => {
+  const payload = normalizeExpenseQueryPayload({
+    result_type: 'expense_claim_list',
+    records: [
+      {
+        claim_id: 'claim-risk',
+        claim_no: 'EXP-202605-009',
+        amount: 880,
+        risk_flags: [
+          {
+            key: 'hotel-limit',
+            level: 'high',
+            level_label: '高风险',
+            title: '酒店超标',
+            summary: '住宿金额超过城市标准',
+            detail: '上海 P5 住宿标准为 600 元，本次 880 元。'
+          }
+        ]
+      }
+    ]
+  })
+
+  assert.equal(payload.records[0].riskItems.length, 1)
+  assert.equal(payload.records[0].riskItems[0].levelLabel, '高风险')
+  assert.equal(payload.records[0].riskItems[0].summary, '住宿金额超过城市标准')
+})
+
+test('expense query hint guides users to the reimbursement center after the top five results', () => {
+  const payload = normalizeExpenseQueryPayload({
+    result_type: 'expense_claim_list',
+    title: '最近 5 条你的归档报销单',
+    scope_label: '你的归档报销单',
+    record_count: 8,
+    preview_count: 5,
+    preview_limit: 5,
+    records: [
+      { claim_id: 'claim-1', claim_no: 'EXP-1', amount: 100 }
+    ]
+  })
+  const hint = buildExpenseQueryHint(payload)
+
+  assert.match(hint, /最近的 5 条记录/)
+  assert.match(hint, new RegExp(`\\[\\*\\*这里\\*\\*\\]\\(${EXPENSE_CENTER_HREF}\\)`))
 })
--- a/web/tests/expense-claim-archive.test.mjs
+++ b/web/tests/expense-claim-archive.test.mjs
@@ -0,0 +1,34 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+import { isArchivedExpenseClaim } from '../src/utils/expenseClaimArchive.js'
+
+test('isArchivedExpenseClaim recognizes finance archive stage', () => {
+  assert.equal(
+    isArchivedExpenseClaim({ status: 'approved', approval_stage: '归档入账' }),
+    true
+  )
+})
+
+test('isArchivedExpenseClaim ignores in-progress claims', () => {
+  assert.equal(
+    isArchivedExpenseClaim({ status: 'submitted', approval_stage: '财务审批' }),
+    false
+  )
+})
+
+test('archive center is wired into navigation and api client', () => {
+  const navigationScript = readFileSync(
+    fileURLToPath(new URL('../src/composables/useNavigation.js', import.meta.url)),
+    'utf8'
+  )
+  const reimbursementsService = readFileSync(
+    fileURLToPath(new URL('../src/services/reimbursements.js', import.meta.url)),
+    'utf8'
+  )
+
+  assert.match(navigationScript, /id:\s*'archive'/)
+  assert.match(reimbursementsService, /\/reimbursements\/claims\/archives/)
+})
--- a/web/tests/knowledge-folder-selection.test.mjs
+++ b/web/tests/knowledge-folder-selection.test.mjs
@@ -1,6 +1,9 @@
 import assert from 'node:assert/strict'

-import { resolveInitialKnowledgeFolder } from '../src/views/scripts/knowledgeFolderSelection.js'
+import {
+  resolveInitialKnowledgeFolder,
+  resolveKnowledgeFolderIcon
+} from '../src/views/scripts/knowledgeFolderSelection.js'

 function testFallsBackToFirstFolderWhenCurrentFolderDoesNotExist() {
  const folders = [{ name: '财务知识库' }, { name: '制度政策' }, { name: '差旅规范' }]
@@ -18,10 +21,22 @@ function testReturnsEmptyStringWhenFoldersAreEmpty() {
  assert.equal(resolveInitialKnowledgeFolder([], '差旅规范'), '')
 }

+function testUsesOpenIconForActiveFolderOnly() {
+  assert.equal(
+    resolveKnowledgeFolderIcon({ name: '差旅规范', icon: 'mdi mdi-folder' }, '差旅规范'),
+    'mdi mdi-folder-open'
+  )
+  assert.equal(
+    resolveKnowledgeFolderIcon({ name: '制度政策', icon: 'mdi mdi-folder-open' }, '差旅规范'),
+    'mdi mdi-folder'
+  )
+}
+
 function run() {
  testFallsBackToFirstFolderWhenCurrentFolderDoesNotExist()
  testKeepsCurrentFolderWhenItStillExists()
  testReturnsEmptyStringWhenFoldersAreEmpty()
+  testUsesOpenIconForActiveFolderOnly()
  console.log('knowledge folder selection tests passed')
 }

--- a/web/tests/requestProgressSteps.test.mjs
+++ b/web/tests/requestProgressSteps.test.mjs
@@ -41,6 +41,7 @@ test('progress steps show approval operator time and current stay duration', ()
    const aiStep = request.progressSteps.find((step) => step.label === 'AI预审')
    const firstStep = request.progressSteps[0]

+    assert.equal(request.riskSummary, '无')
    assert.equal(firstStep.label, '创建单据')
    assert.equal(leaderStep.time, '李经理通过')
    assert.match(leaderStep.detail, /2026-05-20/)
@@ -159,10 +160,57 @@ test('travel expense items describe departure return and lodging time below the
  assert.equal(request.expenseItems.find((item) => item.id === 'outbound-train')?.dayLabel, '出发时间')
  assert.equal(request.expenseItems.find((item) => item.id === 'return-train')?.dayLabel, '返回时间')
  assert.equal(request.expenseItems.find((item) => item.id === 'hotel')?.dayLabel, '住宿时间')
+  assert.equal(request.expenseItems.find((item) => item.id === 'outbound-train')?.detail, '起始地-目的地')
+  assert.equal(request.expenseItems.find((item) => item.id === 'return-train')?.detail, '起始地-目的地')
+  assert.equal(request.expenseItems.find((item) => item.id === 'hotel')?.detail, '目的地酒店')
  assert.equal(request.expenseItems.at(-1)?.id, 'allowance')
  assert.equal(request.expenseItems.at(-1)?.dayLabel, '系统自动计算')
 })

+test('ticket description helper does not show the destination city as detail text', () => {
+  const request = mapExpenseClaimToRequest({
+    id: 'claim-ticket-detail-helper',
+    claim_no: 'EXP-202605-ROUTE',
+    employee_name: '张三',
+    department_name: '市场部',
+    expense_type: 'travel',
+    reason: '上海项目出差',
+    location: '上海',
+    amount: 520,
+    invoice_count: 2,
+    occurred_at: '2026-05-13T01:00:00.000Z',
+    created_at: '2026-05-13T01:30:00.000Z',
+    updated_at: '2026-05-13T03:30:00.000Z',
+    status: 'draft',
+    approval_stage: '待提交',
+    risk_flags_json: [],
+    items: [
+      {
+        id: 'flight',
+        item_type: 'flight_ticket',
+        item_reason: '广州白云-上海虹桥',
+        item_location: '上海',
+        item_date: '2026-05-13',
+        item_amount: 320,
+        invoice_id: 'flight.png'
+      },
+      {
+        id: 'ship',
+        item_type: 'ship_ticket',
+        item_reason: '上海港-舟山港',
+        item_location: '舟山',
+        item_date: '2026-05-14',
+        item_amount: 200,
+        invoice_id: 'ship.png'
+      }
+    ]
+  })
+
+  assert.equal(request.expenseItems.find((item) => item.id === 'flight')?.detail, '起始地-目的地')
+  assert.equal(request.expenseItems.find((item) => item.id === 'ship')?.detail, '起始地-目的地')
+  assert.equal(request.expenseItems.find((item) => item.id === 'ship')?.name, '轮船票')
+})
+
 test('completed finance approval marks finance and archive progress steps', () => {
  const request = mapExpenseClaimToRequest({
    id: 'claim-finance-completed',
@@ -202,6 +250,7 @@ test('completed finance approval marks finance and archive progress steps', () =
  const financeStep = request.progressSteps.find((step) => step.label === '财务审批')
  const archiveStep = request.progressSteps.find((step) => step.label === '归档入账')

+  assert.equal(request.riskSummary, '无')
  assert.equal(request.workflowNode, '归档入账')
  assert.equal(financeStep.time, '财务复核通过')
  assert.match(financeStep.detail, /2026-05-20/)
--- a/web/tests/travel-reimbursement-composer-tools.test.mjs
+++ b/web/tests/travel-reimbursement-composer-tools.test.mjs
@@ -0,0 +1,40 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+import {
+  buildStructuredComposerSubmitText
+} from '../src/views/scripts/useTravelReimbursementComposerTools.js'
+
+const submitComposerScript = readFileSync(
+  fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
+  'utf8'
+)
+
+test('composer formats date-picker expense text into readable structured fields', () => {
+  const formatted = buildStructuredComposerSubmitText(
+    '发生时间：2026-05-20 至 2026-05-23，去上海支撑上海国电的服务器部署，出差3天',
+    {
+      mode: 'range',
+      start_date: '2026-05-20',
+      end_date: '2026-05-23',
+      business_time: '2026-05-20 至 2026-05-23'
+    }
+  )
+
+  assert.equal(
+    formatted,
+    [
+      '发生时间：2026-05-20 至 2026-05-23',
+      '地点：上海',
+      '事由：支撑上海国电的服务器部署',
+      '天数：3天'
+    ].join('\n')
+  )
+})
+
+test('composer keeps backend raw text but displays structured user message', () => {
+  assert.match(submitComposerScript, /const rawText = resolveComposerSubmitText\(options\.rawText\)\.trim\(\)/)
+  assert.match(submitComposerScript, /resolveComposerDisplaySubmitText\(rawText\)/)
+})
--- a/web/tests/travel-reimbursement-review-drawer-switch.test.mjs
+++ b/web/tests/travel-reimbursement-review-drawer-switch.test.mjs
@@ -3,6 +3,8 @@ import { readFileSync } from 'node:fs'
 import test from 'node:test'
 import { fileURLToPath } from 'node:url'

+import { buildReviewPlainFollowupCopy } from '../src/views/scripts/travelReimbursementReviewModel.js'
+
 const createViewTemplate = readFileSync(
  fileURLToPath(new URL('../src/views/TravelReimbursementCreateView.vue', import.meta.url)),
  'utf8'
@@ -19,6 +21,10 @@ const reviewActionsScript = readFileSync(
  fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementReviewActions.js', import.meta.url)),
  'utf8'
 )
+const reviewDrawerScript = readFileSync(
+  fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementReviewDrawer.js', import.meta.url)),
+  'utf8'
+)
 const submitComposerScript = readFileSync(
  fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
  'utf8'
@@ -29,7 +35,7 @@ const attachmentsScript = readFileSync(
 )

 test('review drawer tools expose the default review tab before conditional document and risk tabs', () => {
-  assert.match(createViewTemplate, /title="报销识别核对"[\s\S]*@click="switchToReviewOverviewDrawer"/)
+  assert.match(createViewTemplate, /v-if="activeReviewPayload && reviewOverviewDrawerAvailable"[\s\S]*title="报销识别核对"[\s\S]*@click="switchToReviewOverviewDrawer"/)
  assert.match(createViewTemplate, /v-if="activeReviewPayload && reviewDocumentDrawerAvailable"[\s\S]*title="单据识别"/)
  assert.match(createViewTemplate, /v-if="activeReviewPayload && reviewRiskDrawerAvailable"[\s\S]*title="显示风险"/)
  assert.match(createViewTemplate, /title="调用流程"/)
@@ -91,13 +97,22 @@ test('review risk drawer lists risk briefs without score and posts details into
    createViewScript,
    /function appendReviewRiskBriefToConversation\(item\) \{[\s\S]*messages\.value\.push\(createMessage\('assistant'/
  )
+  assert.match(createViewScript, /function buildReviewRiskConversationText\(item, detailTarget = \{\}\)/)
+  assert.match(createViewScript, /function resolveReviewRiskDetailTarget\(\) \{[\s\S]*router\.resolve\(\{[\s\S]*name: 'app-request-detail'/)
+  assert.match(createViewScript, /进入 \$\{claimNo\} 详情重新填写/)
+  assert.match(createViewTemplate, /class="expense-query-risk-row"[\s\S]*appendExpenseQueryRiskToConversation\(record, risk\)/)
+  assert.match(createViewScript, /function appendExpenseQueryRiskToConversation\(record, risk\) \{[\s\S]*进入 \$\{claimNo\} 详情重新填写/)
 })

-test('review payload with risks opens risk drawer and travel overview uses travel-specific fields', () => {
-  assert.match(
-    createViewScript,
-    /reviewDrawerMode\.value = resolveReviewRiskBriefs\(payload\)\.length[\s\S]*\? REVIEW_DRAWER_MODE_RISK[\s\S]*: REVIEW_DRAWER_MODE_REVIEW/
-  )
+test('review drawer default mode is scoped by the current action and travel overview uses travel-specific fields', () => {
+  assert.match(reviewDrawerScript, /activeReviewPanelScope/)
+  assert.match(reviewDrawerScript, /const reviewOverviewDrawerAvailable = computed\(\(\) => normalizedReviewPanelScope\.value === 'overview'\)/)
+  assert.match(reviewDrawerScript, /scope === 'documents' && hasDocuments[\s\S]*REVIEW_DRAWER_MODE_DOCUMENTS/)
+  assert.match(reviewDrawerScript, /scope === 'risk' && hasRisks[\s\S]*REVIEW_DRAWER_MODE_RISK/)
+  assert.match(reviewDrawerScript, /scope === 'overview'[\s\S]*REVIEW_DRAWER_MODE_REVIEW/)
+  assert.match(createViewScript, /function normalizeReviewPanelScope\(scope\)/)
+  assert.match(createViewScript, /canExposeReviewPanelScope\(item\.reviewPanelScope\)/)
+  assert.match(createViewScript, /currentInsight\.value\.intent === 'agent' && agent[\s\S]*return null/)
  assert.match(createViewScript, /function isTravelReviewPayload\(reviewPayload/)
  assert.match(createViewScript, /function resolveReviewTravelTransportType\(reviewPayload/)
  assert.match(createViewScript, /label: '交通类型'[\s\S]*modelKey: 'transport_type'/)
@@ -107,6 +122,51 @@ test('review payload with risks opens risk drawer and travel overview uses trave
  assert.match(createViewTemplate, /wide: item\.wide/)
 })

+test('submit composer scopes the side panel to intent overview, document upload, or triggered risk only', () => {
+  assert.match(submitComposerScript, /function resolveReviewPanelScope\(\{[\s\S]*reviewPayload = null/)
+  assert.match(submitComposerScript, /fileCount > 0 && documentCount > 0[\s\S]*return 'documents'/)
+  assert.match(submitComposerScript, /riskCount > 0 && \(asksRisk \|\| \['next_step', 'submit', 'submit_claim'\]\.includes\(normalizedAction\)\)[\s\S]*return 'risk'/)
+  assert.match(submitComposerScript, /!normalizedAction && fileCount === 0[\s\S]*return 'overview'/)
+  assert.match(submitComposerScript, /reviewPanelScope: resolveReviewPanelScope\(\{/)
+  assert.match(submitComposerScript, /nextInsight\.agent\.reviewPanelScope = assistantMessage\.reviewPanelScope/)
+})
+
+test('expense query answers keep one clear result structure with reimbursement center jump link', () => {
+  assert.match(createViewTemplate, /!message\.reviewPayload && !message\.queryPayload && message\.meta\?\.length/)
+  assert.match(createViewTemplate, /!message\.reviewPayload && !message\.queryPayload && message\.suggestedActions\?\.length/)
+  assert.match(createViewTemplate, /!message\.reviewPayload && !message\.queryPayload && message\.citations\?\.length/)
+  assert.match(createViewTemplate, /message\.queryPayload\.title \|\| \(message\.queryPayload\.selectionMode === 'draft_association' \? '选择关联草稿' : '最近 5 条筛选结果'\)/)
+  assert.match(createViewTemplate, /v-html="renderMarkdown\(buildExpenseQueryHint\(message\.queryPayload\)\)"/)
+  assert.match(createViewScript, /href\.startsWith\('\/app\/'\)[\s\S]*router\.push\(href\)/)
+})
+
+test('backend query response suppresses generic query actions and supports archived filter title', () => {
+  const responseScript = readFileSync(
+    fileURLToPath(new URL('../../server/src/app/services/user_agent_response.py', import.meta.url)),
+    'utf8'
+  )
+  const queryScript = readFileSync(
+    fileURLToPath(new URL('../../server/src/app/services/orchestrator_expense_query.py', import.meta.url)),
+    'utf8'
+  )
+
+  assert.match(responseScript, /if payload\.ontology\.intent in \{"query", "compare"\}:[\s\S]*return \[\]/)
+  assert.match(responseScript, /下面先列出最近 \{query_payload\.preview_count\} 条记录/)
+  assert.match(queryScript, /EXPENSE_QUERY_PREVIEW_LIMIT = 5/)
+  assert.match(queryScript, /"归档"[\s\S]*"archived"/)
+  assert.match(queryScript, /ExpenseClaim\.approval_stage\.ilike\("%归档%"\)/)
+  assert.match(queryScript, /"title": f"最近 \{len\(preview_claims\)\} 条\{scope_label\}"/)
+})
+
+test('closing the assistant while OCR is running defers unmount until the current flow finishes', () => {
+  assert.match(createViewScript, /const closeAfterBusy = ref\(false\)/)
+  assert.match(createViewScript, /function isWorkbenchBusy\(\) \{[\s\S]*submitting\.value \|\| reviewActionBusy\.value \|\| sessionSwitchBusy\.value/)
+  assert.match(createViewScript, /function maybeFinalizeDeferredClose\(\) \{[\s\S]*!closeAfterBusy\.value \|\| workbenchVisible\.value \|\| isWorkbenchBusy\(\)/)
+  assert.match(createViewScript, /function requestCloseWorkbench\(\) \{[\s\S]*closeAfterBusy\.value = isWorkbenchBusy\(\)[\s\S]*workbenchVisible\.value = false/)
+  assert.match(createViewScript, /function emitCloseAfterLeave\(\) \{[\s\S]*closeAfterBusy\.value && isWorkbenchBusy\(\)[\s\S]*return/)
+  assert.match(createViewScript, /\[submitting\.value, reviewActionBusy\.value, sessionSwitchBusy\.value, workbenchVisible\.value\][\s\S]*maybeFinalizeDeferredClose\(\)/)
+})
+
 test('composer exposes travel calculator and posts spreadsheet-backed result into conversation', () => {
  assert.match(createViewTemplate, /class="tool-btn composer-side-btn travel-calculator-trigger"[\s\S]*差旅计算器/)
  assert.match(createViewTemplate, /class="travel-calculator-popover"[\s\S]*v-model="travelCalculatorForm\.days"[\s\S]*v-model="travelCalculatorForm\.location"/)
@@ -188,3 +248,26 @@ test('review summary renders markdown and save draft relies on backend response
    /messages\.value\.push\(\s*createMessage\('assistant', actionConfig\.successMessage/
  )
 })
+
+test('saved draft review messages stop showing the save-draft prompt', () => {
+  const reviewPayload = {
+    slot_cards: [
+      { key: 'amount', label: '金额', title: '金额', status: 'missing', required: true },
+      { key: 'attachments', label: '票据状态', title: '票据状态', status: 'missing', required: true }
+    ],
+    missing_slots: ['金额', '票据附件'],
+    risk_briefs: [],
+    confirmation_actions: [
+      { label: '保存为草稿', action_type: 'save_draft' }
+    ]
+  }
+  const followup = buildReviewPlainFollowupCopy(reviewPayload, { savedDraft: true })
+
+  assert.equal(followup.lead, '补充信息：')
+  assert.match(followup.summary, /草稿/)
+  assert.match(followup.summary, /关联|补充|提交/)
+  assert.doesNotMatch(followup.summary, /点击|点“草稿”|保存为草稿|临时保存|暂存/)
+  assert.match(createViewTemplate, /buildReviewPlainFollowupForMessage\(message\)/)
+  assert.match(createViewScript, /function isDraftSavedReviewMessage\(message\)/)
+  assert.match(createViewScript, /function canUseInlineSaveDraft\(message\)[\s\S]*isDraftSavedReviewMessage\(message\)/)
+})
--- a/web/tests/travel-request-detail-risk-advice.test.mjs
+++ b/web/tests/travel-request-detail-risk-advice.test.mjs
@@ -7,11 +7,14 @@ import {
  buildAiAdviceViewModel,
  buildAttachmentInsightViewModel,
  buildAttachmentRiskCards,
+  buildClaimSummaryRiskCards,
+  buildItemClaimRiskState,
  extractRiskTagsFromText,
  resolveRiskTags,
  resolveRiskTagTone
 } from '../src/views/scripts/travelRequestDetailInsights.js'
 import {
+  buildExpenseItemViewModel,
  buildDraftBlockingIssues
 } from '../src/views/scripts/travelRequestDetailExpenseModel.js'

@@ -148,6 +151,124 @@ test('AI advice splits claim attachment risk flags into specific points', () =>
  assert.ok(riskCards[0].ruleBasis.some((item) => item.includes('风险汇总')))
 })

+test('AI advice keeps visible risk flags when backend uses tone instead of severity', () => {
+  const riskCards = buildAttachmentRiskCards({
+    claimRiskFlags: [
+      {
+        source: 'submission_review',
+        tone: 'medium',
+        label: '中风险',
+        message: '直属领导缺失，当前单据需审批环节补充分配。'
+      }
+    ]
+  })
+
+  assert.equal(riskCards.length, 1)
+  assert.equal(riskCards[0].tone, 'medium')
+  assert.equal(riskCards[0].risk, '直属领导缺失，当前单据需审批环节补充分配。')
+  assert.ok(riskCards[0].ruleBasis.some((item) => item.includes('审批链校验')))
+  assert.ok(riskCards[0].suggestion.includes('员工档案'))
+})
+
+test('AI advice falls back to claim risk summary instead of showing an empty risk area', () => {
+  const riskCards = buildClaimSummaryRiskCards({
+    riskSummary: 'AI预审发现 1 条中风险附件，已随单流转给审批人复核。'
+  })
+
+  assert.equal(riskCards.length, 1)
+  assert.equal(riskCards[0].tone, 'medium')
+  assert.equal(riskCards[0].label, '中风险')
+  assert.match(riskCards[0].risk, /中风险附件/)
+  assert.ok(riskCards[0].ruleBasis.some((item) => item.includes('风险汇总')))
+  assert.ok(riskCards[0].suggestion.includes('附件预览'))
+})
+
+test('AI advice ignores approval opinions and flow logs as risks', () => {
+  const riskCards = buildAttachmentRiskCards({
+    claimRiskFlags: [
+      {
+        source: 'manual_approval',
+        severity: 'info',
+        label: '领导审批通过',
+        message: '同意'
+      },
+      {
+        source: 'finance_approval',
+        severity: 'info',
+        label: '财务审核通过',
+        message: '周晓彤 已完成财务审核，进入归档入账。'
+      }
+    ]
+  })
+
+  assert.deepEqual(riskCards, [])
+  assert.deepEqual(buildClaimSummaryRiskCards({ riskSummary: '同意' }), [])
+  assert.deepEqual(buildClaimSummaryRiskCards({ riskSummary: '周晓彤 已完成财务审核，进入归档入账。' }), [])
+})
+
+test('expense row risk state falls back to claim item risk flags', () => {
+  const state = buildItemClaimRiskState(
+    {
+      id: 'hotel-item',
+      name: '住宿费'
+    },
+    [
+      {
+        source: 'attachment_analysis',
+        item_id: 'hotel-item',
+        severity: 'high',
+        label: '高风险',
+        message: '费用明细第 2 条：住宿标准：当前酒店识别金额约 880.00 元/晚。',
+        summary: '当前住宿票据金额超过规则中心差旅住宿标准。',
+        points: ['住宿标准：当前酒店识别金额约 880.00 元/晚。']
+      }
+    ]
+  )
+
+  assert.equal(state.tone, 'high')
+  assert.equal(state.label, '高风险')
+  assert.match(state.summary, /住宿票据金额超过/)
+  assert.deepEqual(state.points, ['住宿标准：当前酒店识别金额约 880.00 元/晚。'])
+})
+
+test('attachment risk cards do not duplicate claim fallback flags for the same item', () => {
+  const riskCards = buildAttachmentRiskCards({
+    expenseItems: [
+      {
+        id: 'hotel-item',
+        name: '住宿费',
+        invoiceId: 'hotel-risk.png'
+      }
+    ],
+    attachmentMetaByItemId: {
+      'hotel-item': {
+        analysis: {
+          severity: 'high',
+          label: '高风险',
+          headline: 'AI提示：住宿金额超出报销标准',
+          summary: '当前住宿票据金额超过规则中心差旅住宿标准。',
+          points: ['住宿标准：当前酒店识别金额约 880.00 元/晚。'],
+          suggestion: '请补充超标说明。'
+        }
+      }
+    },
+    claimRiskFlags: [
+      {
+        source: 'attachment_analysis',
+        item_id: 'hotel-item',
+        severity: 'high',
+        label: '高风险',
+        message: '费用明细第 1 条：住宿标准：当前酒店识别金额约 880.00 元/晚。',
+        summary: '当前住宿票据金额超过规则中心差旅住宿标准。',
+        points: ['住宿标准：当前酒店识别金额约 880.00 元/晚。']
+      }
+    ]
+  })
+
+  assert.equal(riskCards.length, 1)
+  assert.equal(riskCards[0].risk, '住宿标准：当前酒店识别金额约 880.00 元/晚。')
+})
+
 test('AI advice view model exposes grouped completion and risk sections', () => {
  const advice = buildAiAdviceViewModel({
    completionItems: ['补充业务地点', '补充报销金额'],
@@ -207,6 +328,11 @@ test('AI advice view model omits empty sections', () => {
 })

 test('AI advice template renders grouped section titles with completion before risk', () => {
+  assert.match(detailViewTemplate, /v-if="showAiAdvicePanel" class="detail-card panel validation-card"/)
+  assert.match(detailViewTemplate, /<h3>\{\{ aiAdviceTitle \}\}<\/h3>/)
+  assert.match(detailViewTemplate, /<p>\{\{ aiAdviceHint \}\}<\/p>/)
+  assert.match(detailViewScript, /buildClaimSummaryRiskCards\(request\.value\)/)
+  assert.match(detailViewScript, /const showAiAdvicePanel = computed\(\(\) => isEditableRequest\.value \|\| aiAdvice\.value\.riskCards\.length > 0\)/)
  assert.match(detailViewTemplate, /v-if="aiAdvice\.sections\.length" class="validation-sections"/)
  assert.match(detailViewTemplate, /v-for="section in aiAdvice\.sections"/)
  assert.match(detailViewTemplate, /validation-section--\$\{section\.kind\}/)
@@ -220,13 +346,15 @@ test('AI advice template renders grouped section titles with completion before r

 test('AI advice risk section uses compact card styling hooks', () => {
  assert.match(detailViewTemplate, /class="\['risk-advice-card', card\.tone\]"/)
-  assert.match(detailViewTemplate, /v-if="card\.tags\?\.length" class="risk-card-tag-list"/)
+  assert.doesNotMatch(detailViewTemplate, /card\.tags\?\.length/)
+  assert.doesNotMatch(detailViewTemplate, /risk-card-tag-list/)
+  assert.doesNotMatch(detailViewTemplate, /risk-note-tag/)
+  assert.match(detailViewScript, /tags: resolveRiskTags\(card\)/)
  assert.match(detailViewStyle, /\.validation-card \{\s*border: 1px solid #e5e7eb;/)
  assert.match(detailViewStyle, /\.validation-section--risk \.risk-advice-card \{\s*display: grid;\s*gap: 8px;\s*padding: 12px 12px 11px;/)
  assert.match(detailViewStyle, /\.validation-section--risk \.risk-advice-card\.low/)
  assert.match(detailViewStyle, /\.risk-advice-card\.low/)
-  assert.match(detailViewStyle, /\.risk-note-tag\.high/)
-  assert.match(detailViewStyle, /\.risk-note-tag\.hotel/)
+  assert.doesNotMatch(detailViewStyle, /\.risk-note-tag/)
  assert.match(detailViewStyle, /\.validation-section--risk \.risk-advice-meta ul,\s*\.validation-section--risk \.risk-advice-meta p \{\s*margin: 0;/)
 })

@@ -235,6 +363,7 @@ test('expense rows show a major-risk warning icon before time', () => {
  assert.match(detailViewTemplate, /class="mdi mdi-alert expense-risk-indicator"/)
  assert.match(detailViewStyle, /\.expense-risk-indicator \{/)
  assert.match(detailViewScript, /function isMajorExpenseRisk\(item\)/)
+  assert.match(detailViewScript, /buildItemClaimRiskState\(item, resolveClaimRiskFlags\(\)\)/)
 })

 test('AI advice shows only the latest manual return while preserving return count context', () => {
@@ -296,10 +425,12 @@ test('additional note is shown above expense details as travel purpose text', ()
  assert.match(detailViewTemplate, /用于说明本次出差或办事目的/)
  assert.match(detailViewTemplate, /v-if="canEditDetailNote" class="detail-note-editor"/)
  assert.match(detailViewTemplate, /v-else class="detail-note readonly"/)
-  assert.match(detailViewTemplate, /v-model="detailNoteEditor"/)
+  assert.match(detailViewTemplate, /v-model="detailNoteEditorView"/)
  assert.match(detailViewTemplate, /提交后将作为明确说明展示/)
  assert.match(detailViewScript, /const canEditDetailNote = computed\(\(\) => isDraftRequest\.value\)/)
  assert.match(detailViewScript, /function normalizeDetailNoteDraftValue\(value\)/)
+  assert.match(detailViewScript, /function stripRiskTagsForDisplay\(value\)/)
+  assert.match(detailViewScript, /function mergeVisibleNoteWithHiddenTags\(visibleText, rawText\)/)
  assert.match(detailViewScript, /const detailNoteSource = computed\(\(\) => normalizeDetailNoteDraftValue\(request\.value\.note\)\)/)
  assert.match(detailViewScript, /updateExpenseClaim\(request\.value\.claimId/)
  assert.match(detailViewScript, /emit\('request-updated', \{ claimId: request\.value\.claimId \}\)/)
@@ -337,8 +468,8 @@ test('travel item date caption distinguishes departure return and trip events',
 })

 test('expense detail table shows each item filled time from item creation time', () => {
-  assert.match(detailViewTemplate, /<th class="col-filled-at">填写时间<\/th>/)
-  assert.match(detailViewTemplate, /<td class="expense-filled-at col-filled-at">[\s\S]*\{\{ item\.filledAt \}\}/)
+  assert.match(detailViewTemplate, /<th class="col-filled-at">填写时间<\/th>[\s\S]*<th class="col-time">发生时间<\/th>/)
+  assert.match(detailViewTemplate, /<td class="expense-filled-at col-filled-at">[\s\S]*\{\{ item\.filledAt \}\}[\s\S]*<td :class="\['expense-time col-time'/)
  assert.match(detailViewTemplate, /<span>条款填写时间<\/span>/)
  assert.match(detailViewScript, /function formatExpenseFilledTime\(value\)/)
  assert.match(detailViewScript, /source\?\.filledAt[\s\S]*source\?\.created_at/)
@@ -439,6 +570,35 @@ test('draft submit validation uses expense detail date and amount when claim sum
 })

 test('transport ticket descriptions use route format and invalid format becomes risk advice', () => {
+  const routeItem = buildExpenseItemViewModel(
+    {
+      id: 'route-item',
+      itemType: 'train_ticket',
+      itemReason: '广州南-上海虹桥',
+      itemLocation: '上海',
+      itemAmount: 354,
+      invoiceId: 'train-ticket.png'
+    },
+    0,
+    { claimId: 'claim-route', detailVariant: 'travel' }
+  )
+  const shipItem = buildExpenseItemViewModel(
+    {
+      id: 'ship-item',
+      itemType: 'ship_ticket',
+      itemReason: '上海港-舟山港',
+      itemLocation: '舟山',
+      itemAmount: 120,
+      invoiceId: 'ship-ticket.png'
+    },
+    1,
+    { claimId: 'claim-route', detailVariant: 'travel' }
+  )
+
+  assert.equal(routeItem.desc, '广州南-上海虹桥')
+  assert.equal(routeItem.detail, '起始地-目的地')
+  assert.equal(shipItem.name, '轮船票')
+  assert.equal(shipItem.detail, '起始地-目的地')
  assert.match(detailViewScript, /const ROUTE_DESCRIPTION_EXPENSE_TYPES = new Set\(\['train_ticket', 'flight_ticket', 'ship_ticket', 'ferry_ticket', 'ride_ticket'\]\)/)
  assert.match(detailViewScript, /const HOTEL_DESCRIPTION_EXPENSE_TYPES = new Set\(\['hotel_ticket'\]\)/)
  assert.match(detailViewScript, /const ROUTE_DESCRIPTION_PATTERN = \/\^\[A-Za-z0-9\\u4e00-\\u9fa5/)