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/document/development/knowledge-answers/lightweight-knowledge-ingestion-design.html
+++ b/document/development/knowledge-answers/lightweight-knowledge-ingestion-design.html
@@ -0,0 +1,896 @@
+<!doctype html>
+<html lang="zh-CN">
+<head>
+  <meta charset="utf-8" />
+  <meta name="viewport" content="width=device-width, initial-scale=1" />
+  <title>X-Financial 轻量知识库归集与问答优化开发文档</title>
+  <style>
+    :root {
+      --green-900: #064e3b;
+      --green-700: #047857;
+      --green-600: #10b981;
+      --green-100: #dff8ec;
+      --green-50: #effcf6;
+      --blue-700: #1d4ed8;
+      --blue-50: #eff6ff;
+      --amber-600: #d97706;
+      --amber-50: #fffbeb;
+      --red-600: #dc2626;
+      --red-50: #fef2f2;
+      --ink-900: #071124;
+      --ink-700: #24324a;
+      --ink-600: #58677f;
+      --ink-500: #728098;
+      --line: #dbe5ef;
+      --line-strong: #c6d4e2;
+      --surface: #ffffff;
+      --surface-soft: #f7fafc;
+      --shadow: 0 10px 26px rgba(15, 23, 42, 0.08);
+      --radius: 8px;
+    }
+
+    * {
+      box-sizing: border-box;
+    }
+
+    html {
+      scroll-behavior: smooth;
+    }
+
+    body {
+      margin: 0;
+      background:
+        linear-gradient(180deg, rgba(239, 252, 246, 0.78), rgba(247, 250, 252, 0.96) 360px),
+        var(--surface-soft);
+      color: var(--ink-900);
+      font-family: "IBM Plex Sans", "Microsoft YaHei UI", "Microsoft YaHei", "PingFang SC", sans-serif;
+      line-height: 1.62;
+      letter-spacing: 0;
+    }
+
+    a {
+      color: inherit;
+      text-decoration: none;
+    }
+
+    code {
+      padding: 2px 6px;
+      border-radius: 6px;
+      background: rgba(15, 23, 42, 0.06);
+      color: var(--ink-700);
+      font-family: "JetBrains Mono", "Cascadia Code", Consolas, monospace;
+      font-size: 0.92em;
+    }
+
+    .shell {
+      display: grid;
+      grid-template-columns: 276px minmax(0, 1fr);
+      min-height: 100dvh;
+    }
+
+    .sidebar {
+      position: sticky;
+      top: 0;
+      align-self: start;
+      height: 100dvh;
+      padding: 28px 22px;
+      border-right: 1px solid var(--line);
+      background: rgba(255, 255, 255, 0.86);
+      backdrop-filter: blur(18px);
+      overflow: auto;
+    }
+
+    .brand {
+      display: flex;
+      gap: 12px;
+      align-items: center;
+      margin-bottom: 30px;
+    }
+
+    .logo-mark {
+      display: grid;
+      width: 42px;
+      height: 42px;
+      place-items: center;
+      border-radius: 8px;
+      background: linear-gradient(145deg, var(--green-700), var(--green-600));
+      color: #fff;
+      font-weight: 800;
+      box-shadow: 0 10px 18px rgba(16, 185, 129, 0.26);
+    }
+
+    .brand-title {
+      font-size: 15px;
+      font-weight: 800;
+      line-height: 1.2;
+    }
+
+    .brand-subtitle {
+      margin-top: 4px;
+      color: var(--ink-500);
+      font-size: 12px;
+    }
+
+    .nav-label {
+      margin: 22px 0 8px;
+      color: var(--ink-500);
+      font-size: 12px;
+      font-weight: 700;
+    }
+
+    .nav {
+      display: grid;
+      gap: 6px;
+    }
+
+    .nav a {
+      display: flex;
+      align-items: center;
+      min-height: 38px;
+      padding: 8px 10px;
+      border-radius: 8px;
+      color: var(--ink-700);
+      font-size: 13px;
+      font-weight: 650;
+    }
+
+    .nav a:hover {
+      background: var(--green-50);
+      color: var(--green-900);
+    }
+
+    .nav-dot {
+      width: 7px;
+      height: 7px;
+      margin-right: 10px;
+      border-radius: 999px;
+      background: var(--line-strong);
+    }
+
+    main {
+      min-width: 0;
+      padding: 34px 42px 56px;
+    }
+
+    .hero {
+      display: grid;
+      grid-template-columns: minmax(0, 1.14fr) minmax(300px, 0.86fr);
+      gap: 24px;
+      align-items: stretch;
+      margin-bottom: 24px;
+    }
+
+    .hero-panel,
+    .metric-panel,
+    section,
+    .card {
+      border: 1px solid var(--line);
+      border-radius: var(--radius);
+      background: var(--surface);
+      box-shadow: var(--shadow);
+    }
+
+    .hero-panel {
+      padding: 30px;
+      border-color: rgba(16, 185, 129, 0.28);
+      background:
+        linear-gradient(135deg, rgba(255, 255, 255, 0.96), rgba(239, 252, 246, 0.9)),
+        var(--surface);
+    }
+
+    .kicker {
+      display: inline-flex;
+      align-items: center;
+      min-height: 28px;
+      padding: 4px 10px;
+      border: 1px solid rgba(16, 185, 129, 0.24);
+      border-radius: 999px;
+      background: rgba(16, 185, 129, 0.1);
+      color: var(--green-900);
+      font-size: 12px;
+      font-weight: 800;
+    }
+
+    h1 {
+      max-width: 780px;
+      margin: 16px 0 14px;
+      font-size: 34px;
+      line-height: 1.18;
+      letter-spacing: 0;
+    }
+
+    .hero-copy,
+    .section-desc,
+    .card p,
+    .phase span,
+    .footnote {
+      color: var(--ink-600);
+      font-size: 14px;
+    }
+
+    .hero-copy {
+      max-width: 800px;
+      margin: 0;
+      font-size: 15px;
+    }
+
+    .hero-actions {
+      display: flex;
+      flex-wrap: wrap;
+      gap: 10px;
+      margin-top: 22px;
+    }
+
+    .pill {
+      display: inline-flex;
+      align-items: center;
+      min-height: 32px;
+      padding: 6px 11px;
+      border-radius: 999px;
+      background: #fff;
+      border: 1px solid var(--line);
+      color: var(--ink-700);
+      font-size: 12px;
+      font-weight: 750;
+    }
+
+    .pill.primary {
+      background: var(--green-700);
+      border-color: var(--green-700);
+      color: #fff;
+    }
+
+    .metric-panel {
+      display: grid;
+      gap: 12px;
+      padding: 18px;
+    }
+
+    .metric {
+      padding: 14px;
+      border-radius: 8px;
+      background: var(--surface-soft);
+      border: 1px solid var(--line);
+    }
+
+    .metric-label {
+      color: var(--ink-500);
+      font-size: 12px;
+      font-weight: 700;
+    }
+
+    .metric-value {
+      margin-top: 5px;
+      font-size: 18px;
+      line-height: 1.28;
+      font-weight: 800;
+    }
+
+    section {
+      margin-top: 18px;
+      padding: 24px;
+    }
+
+    .section-head {
+      display: flex;
+      gap: 18px;
+      align-items: flex-start;
+      justify-content: space-between;
+      margin-bottom: 16px;
+    }
+
+    .section-title {
+      margin: 0 0 8px;
+      font-size: 22px;
+      line-height: 1.25;
+    }
+
+    .section-desc {
+      max-width: 920px;
+      margin: 0;
+    }
+
+    .tag {
+      flex: 0 0 auto;
+      min-height: 28px;
+      padding: 4px 10px;
+      border-radius: 999px;
+      background: var(--green-50);
+      color: var(--green-900);
+      font-size: 12px;
+      font-weight: 800;
+      border: 1px solid rgba(16, 185, 129, 0.22);
+    }
+
+    .grid-2,
+    .grid-3,
+    .grid-4 {
+      display: grid;
+      gap: 14px;
+    }
+
+    .grid-2 {
+      grid-template-columns: repeat(2, minmax(0, 1fr));
+    }
+
+    .grid-3 {
+      grid-template-columns: repeat(3, minmax(0, 1fr));
+    }
+
+    .grid-4 {
+      grid-template-columns: repeat(4, minmax(0, 1fr));
+    }
+
+    .card {
+      padding: 17px;
+      box-shadow: none;
+    }
+
+    .card h3 {
+      margin: 0 0 10px;
+      font-size: 16px;
+      line-height: 1.3;
+    }
+
+    .card p {
+      margin: 0;
+    }
+
+    .card ul,
+    .card ol {
+      margin: 0;
+      padding-left: 18px;
+      color: var(--ink-600);
+      font-size: 14px;
+    }
+
+    .card li + li {
+      margin-top: 7px;
+    }
+
+    .tone-green {
+      background: var(--green-50);
+      border-color: rgba(16, 185, 129, 0.26);
+    }
+
+    .tone-blue {
+      background: var(--blue-50);
+      border-color: rgba(37, 99, 235, 0.18);
+    }
+
+    .tone-amber {
+      background: var(--amber-50);
+      border-color: rgba(217, 119, 6, 0.2);
+    }
+
+    .tone-red {
+      background: var(--red-50);
+      border-color: rgba(220, 38, 38, 0.16);
+    }
+
+    .flow {
+      display: grid;
+      gap: 10px;
+      margin-top: 6px;
+    }
+
+    .flow-row {
+      display: grid;
+      grid-template-columns: 132px minmax(0, 1fr);
+      gap: 12px;
+      align-items: start;
+      padding: 12px;
+      border: 1px solid var(--line);
+      border-radius: 8px;
+      background: var(--surface-soft);
+    }
+
+    .flow-key {
+      color: var(--green-900);
+      font-size: 13px;
+      font-weight: 800;
+    }
+
+    .flow-body {
+      color: var(--ink-600);
+      font-size: 14px;
+    }
+
+    .diagram {
+      padding: 16px;
+      border: 1px solid var(--line);
+      border-radius: 8px;
+      background: #0f172a;
+      color: #e5eef8;
+      overflow-x: auto;
+      font-family: "JetBrains Mono", "Cascadia Code", Consolas, monospace;
+      font-size: 13px;
+      line-height: 1.65;
+      white-space: pre;
+    }
+
+    .timeline {
+      display: grid;
+      gap: 12px;
+    }
+
+    .phase {
+      display: grid;
+      grid-template-columns: 150px minmax(0, 1fr);
+      gap: 14px;
+      padding: 14px;
+      border: 1px solid var(--line);
+      border-radius: 8px;
+      background: var(--surface-soft);
+    }
+
+    .phase-key {
+      color: var(--green-900);
+      font-size: 13px;
+      font-weight: 850;
+    }
+
+    .phase-body strong {
+      display: block;
+      margin-bottom: 4px;
+      color: var(--ink-900);
+      font-size: 15px;
+    }
+
+    .checklist {
+      display: grid;
+      gap: 10px;
+    }
+
+    .check {
+      position: relative;
+      padding: 12px 12px 12px 34px;
+      border: 1px solid var(--line);
+      border-radius: 8px;
+      background: var(--surface-soft);
+      color: var(--ink-700);
+      font-size: 14px;
+    }
+
+    .check::before {
+      content: "";
+      position: absolute;
+      left: 13px;
+      top: 17px;
+      width: 8px;
+      height: 8px;
+      border-radius: 999px;
+      background: var(--green-600);
+    }
+
+    .link-list {
+      display: flex;
+      flex-wrap: wrap;
+      gap: 10px;
+      margin-top: 14px;
+    }
+
+    .link-chip {
+      display: inline-flex;
+      align-items: center;
+      min-height: 30px;
+      padding: 5px 10px;
+      border: 1px solid var(--line);
+      border-radius: 999px;
+      background: #fff;
+      color: var(--ink-700);
+      font-size: 12px;
+      font-weight: 750;
+    }
+
+    .link-chip:hover {
+      border-color: rgba(16, 185, 129, 0.5);
+      color: var(--green-900);
+    }
+
+    footer {
+      margin-top: 22px;
+      color: var(--ink-500);
+      font-size: 12px;
+      text-align: center;
+    }
+
+    @media (max-width: 1080px) {
+      .shell {
+        grid-template-columns: 1fr;
+      }
+
+      .sidebar {
+        position: static;
+        height: auto;
+        border-right: 0;
+        border-bottom: 1px solid var(--line);
+      }
+
+      .hero,
+      .grid-2,
+      .grid-3,
+      .grid-4 {
+        grid-template-columns: 1fr;
+      }
+
+      main {
+        padding: 24px 18px 42px;
+      }
+    }
+
+    @media (max-width: 680px) {
+      h1 {
+        font-size: 28px;
+      }
+
+      .section-head,
+      .phase,
+      .flow-row {
+        grid-template-columns: 1fr;
+      }
+
+      .section-head {
+        display: grid;
+      }
+    }
+  </style>
+</head>
+<body>
+  <div class="shell">
+    <aside class="sidebar">
+      <div class="brand">
+        <div class="logo-mark">KB</div>
+        <div>
+          <div class="brand-title">轻量知识库归集</div>
+          <div class="brand-subtitle">LightRAG + Hermes 优化方案</div>
+        </div>
+      </div>
+
+      <div class="nav-label">文档导航</div>
+      <nav class="nav">
+        <a href="#position"><span class="nav-dot"></span>定位与边界</a>
+        <a href="#architecture"><span class="nav-dot"></span>轻量架构</a>
+        <a href="#borrow"><span class="nav-dot"></span>Yuxi 借鉴点</a>
+        <a href="#modules"><span class="nav-dot"></span>模块设计</a>
+        <a href="#retrieval"><span class="nav-dot"></span>召回与回答</a>
+        <a href="#delivery"><span class="nav-dot"></span>实施路线</a>
+        <a href="#quality"><span class="nav-dot"></span>验收标准</a>
+      </nav>
+
+      <div class="nav-label">硬约束</div>
+      <div class="nav">
+        <a href="#quality"><span class="nav-dot"></span>不做重平台</a>
+        <a href="#quality"><span class="nav-dot"></span>证据优先回答</a>
+        <a href="#quality"><span class="nav-dot"></span>增量任务可追踪</a>
+      </div>
+    </aside>
+
+    <main>
+      <div class="hero">
+        <div class="hero-panel">
+          <span class="kicker">开发文档 · 先定边界再实现</span>
+          <h1>X-Financial 轻量知识库归集与问答优化方案</h1>
+          <p class="hero-copy">
+            本方案不把 X-Financial 改造成专业知识库平台，而是在现有
+            <code>LightRAG</code>、<code>Hermes</code>、<code>AgentRun</code>
+            和知识库 UI 上补齐最薄弱的归集、分块、召回和证据回答能力。
+            Yuxi 只作为成熟设计参考，借鉴其统一解析、分块预设和评估思想。
+          </p>
+          <div class="hero-actions">
+            <span class="pill primary">保留现有 LightRAG</span>
+            <span class="pill">轻量 Parser</span>
+            <span class="pill">条款级分块</span>
+            <span class="pill">混合召回</span>
+            <span class="pill">证据化回答</span>
+          </div>
+        </div>
+
+        <div class="metric-panel">
+          <div class="metric">
+            <div class="metric-label">核心目标</div>
+            <div class="metric-value">准、快、可解释</div>
+          </div>
+          <div class="metric">
+            <div class="metric-label">改造范围</div>
+            <div class="metric-value">归集与召回链路，不重做平台</div>
+          </div>
+          <div class="metric">
+            <div class="metric-label">并发预期</div>
+            <div class="metric-value">5-10 用户查询可降级、有上限</div>
+          </div>
+        </div>
+      </div>
+
+      <section id="position">
+        <div class="section-head">
+          <div>
+            <h2 class="section-title">定位与边界</h2>
+            <p class="section-desc">
+              知识库在 X-Financial 中是业务辅助能力，不是独立知识管理产品。
+              因此实现必须克制：不引入重型多租户平台，不替换现有业务数据模型，
+              不把知识库 UI 做成复杂后台，只补齐影响问答质量的关键薄层。
+            </p>
+          </div>
+          <span class="tag">轻量优先</span>
+        </div>
+
+        <div class="grid-3">
+          <div class="card tone-green">
+            <h3>要解决的问题</h3>
+            <ul>
+              <li>Word、PDF、Excel 等文件进入 RAG 前缺少统一结构。</li>
+              <li>制度类文档如果按普通 chunk 切分，条款容易被切散。</li>
+              <li>问答质量依赖向量召回，缺少关键词、标题、条款补召回。</li>
+              <li>效果优化缺少固定评测集，容易靠体感判断。</li>
+            </ul>
+          </div>
+          <div class="card tone-blue">
+            <h3>保留的现有能力</h3>
+            <ul>
+              <li><code>KnowledgeService</code> 继续负责文件库和状态入口。</li>
+              <li><code>KnowledgeRagService</code> 继续封装 LightRAG 查询和入库。</li>
+              <li><code>KnowledgeIndexTaskManager</code> 继续承接 Hermes 增量任务。</li>
+              <li>前端知识管理继续保持简单文件夹与文件列表形态。</li>
+            </ul>
+          </div>
+          <div class="card tone-amber">
+            <h3>明确不做</h3>
+            <ul>
+              <li>不整体引入 Yuxi 平台。</li>
+              <li>不把存储改成 Milvus + Neo4j。</li>
+              <li>不一次性接入全量 OCR 引擎。</li>
+              <li>不新增复杂多租户知识库后台。</li>
+            </ul>
+          </div>
+        </div>
+      </section>
+
+      <section id="architecture">
+        <div class="section-head">
+          <div>
+            <h2 class="section-title">轻量架构</h2>
+            <p class="section-desc">
+              新增能力只放在 LightRAG 前后两侧：前侧负责把文件变成稳定 Markdown 和业务友好 chunk，
+              后侧负责混合召回、证据重排和可靠回答。LightRAG 仍是主召回核心。
+            </p>
+          </div>
+          <span class="tag">薄层增强</span>
+        </div>
+
+        <div class="diagram">原始文件
+  ├── docx / pdf / xlsx / pptx / csv / txt
+  ↓
+轻量 Parser
+  ├── 统一 Markdown
+  ├── 表格上下文
+  └── 页码 / sheet / 条款路径
+  ↓
+Chunk Preset
+  ├── laws：制度条款
+  ├── qa：常见问答
+  └── table：表格行组
+  ↓
+现有 LightRAG / Qdrant
+  ↓
+混合召回
+  ├── LightRAG 语义召回
+  ├── 标题与条款关键词召回
+  └── 轻量重排 top 3-5
+  ↓
+证据化回答
+  ├── 命中证据
+  ├── 直接结论
+  └── 缺失信息说明</div>
+      </section>
+
+      <section id="borrow">
+        <div class="section-head">
+          <div>
+            <h2 class="section-title">Yuxi 借鉴点</h2>
+            <p class="section-desc">
+              Yuxi 的价值不在于整套平台，而在于成熟的归集分层思想：
+              文件先解析成 Markdown，再按场景分块，再索引，再评估。
+              这些思想可以小规模落地到现有服务内。
+            </p>
+          </div>
+          <span class="tag">借鉴而非搬运</span>
+        </div>
+
+        <div class="grid-4">
+          <div class="card">
+            <h3>统一 Parser</h3>
+            <p>学习 Yuxi 把多格式文件统一转 Markdown 的入口设计，但只实现 X-Financial 当前需要的格式。</p>
+          </div>
+          <div class="card">
+            <h3>分块 Preset</h3>
+            <p>借鉴 RAGFlow-like preset。先做 <code>laws</code>、<code>qa</code>、<code>table</code> 三类。</p>
+          </div>
+          <div class="card">
+            <h3>两阶段状态</h3>
+            <p>内部区分解析和索引。UI 仍可显示简单归纳状态，后台记录真实失败点。</p>
+          </div>
+          <div class="card">
+            <h3>轻量评测</h3>
+            <p>不做评估平台，只维护 JSON 用例和脚本，持续检查召回与回答质量。</p>
+          </div>
+        </div>
+
+        <div class="link-list">
+          <a class="link-chip" href="https://github.com/xerrors/Yuxi">Yuxi README</a>
+          <a class="link-chip" href="https://github.com/xerrors/Yuxi/blob/main/backend/package/yuxi/plugins/parser/unified.py">Yuxi unified parser</a>
+          <a class="link-chip" href="https://github.com/xerrors/Yuxi/blob/main/backend/package/yuxi/knowledge/chunking/ragflow_like/presets.py">Yuxi chunk presets</a>
+          <a class="link-chip" href="https://github.com/xerrors/Yuxi/blob/main/backend/package/yuxi/knowledge/chunking/ragflow_like/parsers/laws.py">Yuxi laws parser</a>
+        </div>
+      </section>
+
+      <section id="modules">
+        <div class="section-head">
+          <div>
+            <h2 class="section-title">模块设计</h2>
+            <p class="section-desc">
+              新增模块必须小而清楚，避免把逻辑继续堆进单个 Service。
+              单个核心文件控制在 800 行以内，优先按解析、分块、召回、评测拆分。
+            </p>
+          </div>
+          <span class="tag">职责拆分</span>
+        </div>
+
+        <div class="flow">
+          <div class="flow-row">
+            <div class="flow-key">knowledge_parser.py</div>
+            <div class="flow-body">
+              负责把 docx、pdf、xlsx、csv、txt 等文件转成 Markdown。
+              输出正文、标题路径、页码、sheet、表头、解析告警。
+            </div>
+          </div>
+          <div class="flow-row">
+            <div class="flow-key">knowledge_chunking.py</div>
+            <div class="flow-body">
+              根据文件夹、文件类型和文档特征选择分块策略。
+              第一批只实现制度、问答、表格三类。
+            </div>
+          </div>
+          <div class="flow-row">
+            <div class="flow-key">knowledge_retrieval.py</div>
+            <div class="flow-body">
+              在 LightRAG 命中结果外补充关键词、条款标题和文件名召回。
+              最终输出小而准的证据块。
+            </div>
+          </div>
+          <div class="flow-row">
+            <div class="flow-key">knowledge_eval.py</div>
+            <div class="flow-body">
+              读取轻量评测用例，检查 expected 文件、关键词、证据和答案约束。
+              用于每次调整参数后的回归验证。
+            </div>
+          </div>
+        </div>
+      </section>
+
+      <section id="retrieval">
+        <div class="section-head">
+          <div>
+            <h2 class="section-title">召回与回答策略</h2>
+            <p class="section-desc">
+              目标不是让模型更会猜，而是让系统给模型更可靠的证据。
+              制度问题优先命中条款，表格问题保留表头与行上下文，回答必须暴露依据和缺失信息。
+            </p>
+          </div>
+          <span class="tag">证据优先</span>
+        </div>
+
+        <div class="grid-3">
+          <div class="card tone-green">
+            <h3>召回层</h3>
+            <ul>
+              <li>LightRAG 继续提供语义召回。</li>
+              <li>条款号、标题、文件名、关键词做补召回。</li>
+              <li>召回候选数量有上限，避免并发下无限扩张。</li>
+            </ul>
+          </div>
+          <div class="card tone-blue">
+            <h3>重排层</h3>
+            <ul>
+              <li>优先保留含问题关键词、标题路径和条款语义的块。</li>
+              <li>制度类按条款完整度加权。</li>
+              <li>最终给回答链路 3-5 条高质量证据。</li>
+            </ul>
+          </div>
+          <div class="card tone-amber">
+            <h3>回答层</h3>
+            <ul>
+              <li>能直接基于证据回答时，不强制二次模型整理。</li>
+              <li>模型只做压缩表达，不凭空补事实。</li>
+              <li>证据不足时明确说明缺什么。</li>
+            </ul>
+          </div>
+        </div>
+      </section>
+
+      <section id="delivery">
+        <div class="section-head">
+          <div>
+            <h2 class="section-title">实施路线</h2>
+            <p class="section-desc">
+              分四步小步交付。每一步都能单独验证，不把解析、索引、召回和评测揉成一次大改。
+            </p>
+          </div>
+          <span class="tag">渐进落地</span>
+        </div>
+
+        <div class="timeline">
+          <div class="phase">
+            <div class="phase-key">P0 / 文档落地</div>
+            <div class="phase-body">
+              <strong>先明确轻量边界</strong>
+              <span>完成本文档，确认不做重平台、不替换存储、不一次性引入复杂 OCR。</span>
+            </div>
+          </div>
+          <div class="phase">
+            <div class="phase-key">P1 / 统一解析</div>
+            <div class="phase-body">
+              <strong>补齐文件归集质量</strong>
+              <span>新增 Parser，把 Word、PDF、Excel、CSV、TXT 稳定转为 Markdown，并保存解析产物供索引复用。</span>
+            </div>
+          </div>
+          <div class="phase">
+            <div class="phase-key">P2 / 场景分块</div>
+            <div class="phase-body">
+              <strong>提升制度与表格命中率</strong>
+              <span>实现 laws、qa、table 三类分块。制度按章、节、条、款保留完整语义，表格保留 sheet、表头和行上下文。</span>
+            </div>
+          </div>
+          <div class="phase">
+            <div class="phase-key">P3 / 混合召回</div>
+            <div class="phase-body">
+              <strong>减少答偏和漏召回</strong>
+              <span>在 LightRAG 命中外补充关键词、条款标题、文件名召回，输出可控数量的证据块。</span>
+            </div>
+          </div>
+          <div class="phase">
+            <div class="phase-key">P4 / 轻量评测</div>
+            <div class="phase-body">
+              <strong>把效果优化变成可回归</strong>
+              <span>建设 30-50 条远光软件制度风格问答用例，覆盖报销、差旅、发票、预算、税务等高频问题。</span>
+            </div>
+          </div>
+        </div>
+      </section>
+
+      <section id="quality">
+        <div class="section-head">
+          <div>
+            <h2 class="section-title">验收标准</h2>
+            <p class="section-desc">
+              验收不只看页面状态，而要看文件是否真实入库、召回是否命中文档依据、
+              回答是否引用证据，以及并发访问时是否能稳定降级。
+            </p>
+          </div>
+          <span class="tag">真实验证</span>
+        </div>
+
+        <div class="checklist">
+          <div class="check">Word、PDF、Excel、CSV、TXT 文件能生成可读 Markdown，且解析产物可复用。</div>
+          <div class="check">制度类文件能按章、节、条、款形成相对完整的证据块。</div>
+          <div class="check">Excel 表格问答能保留 sheet、表头、关键列和业务行上下文。</div>
+          <div class="check">Hermes 增量任务能区分解析失败、索引失败和归纳失败。</div>
+          <div class="check">常见制度问答优先返回证据化直接答案，模型超时时仍有可读降级答案。</div>
+          <div class="check">5-10 个用户同时访问时，查询候选数、重排数、模型调用数都有明确上限。</div>
+          <div class="check">轻量评测集覆盖至少 30 条问题，并记录命中文件、关键词和答案约束。</div>
+          <div class="check">不引入 Yuxi 平台级依赖，不改变现有知识库 UI 的主体交互。</div>
+        </div>
+
+        <p class="footnote">
+          后续实现时，优先在现有定向测试基础上补充 Parser、Chunking、Retrieval 和 Knowledge Eval 的小测试。
+          后端验证优先在 Docker 容器 <code>x-financial-main</code> 中运行。
+        </p>
+      </section>
+
+      <footer>
+        X-Financial 轻量知识库归集与问答优化开发文档 · 放置位置：document/development/knowledge-answers/lightweight-knowledge-ingestion-design.html
+      </footer>
+    </main>
+  </div>
+</body>
+</html>
--- a/server/src/app/api/v1/endpoints/reimbursements.py
+++ b/server/src/app/api/v1/endpoints/reimbursements.py
@@ -97,6 +97,16 @@ def list_expense_claim_approvals(db: DbSession, current_user: CurrentUser) -> li
    return ExpenseClaimService(db).list_approval_claims(current_user)


+@router.get(
+    "/claims/archives",
+    response_model=list[ExpenseClaimRead],
+    summary="查询归档中心报销单列表",
+    description="返回公司已归档入账的报销单据，供财务与审计角色集中查阅。",
+)
+def list_archived_expense_claims(db: DbSession, current_user: CurrentUser) -> list[ExpenseClaimRead]:
+    return ExpenseClaimService(db).list_archived_claims(current_user)
+
+
@router.get(
    "/claims/{claim_id}",
    response_model=ExpenseClaimRead,
--- a/server/src/app/schemas/user_agent.py
+++ b/server/src/app/schemas/user_agent.py
@@ -58,10 +58,12 @@ class UserAgentExpenseQueryRecord(BaseModel):
    occurred_at: str = Field(default="", description="业务发生日期。")
    reason: str = Field(default="", description="事由。")
    location: str = Field(default="", description="地点。")
+    risk_flags: list[dict[str, Any]] = Field(default_factory=list, description="该单据当前风险项。")


 class UserAgentQueryPayload(BaseModel):
    result_type: str = Field(default="expense_claim_list", description="结构化查询结果类型。")
+    title: str = Field(default="", description="查询结果标题。")
    scope_label: str = Field(default="报销单", description="当前查询范围名。")
    recent_window_applied: bool = Field(default=False, description="是否应用了近 10 日窗口。")
    window_days: int | None = Field(default=None, ge=1, description="近 N 日窗口天数。")
@@ -69,6 +71,7 @@ class UserAgentQueryPayload(BaseModel):
    window_end_date: str | None = Field(default=None, description="近 N 日窗口结束日期。")
    record_count: int = Field(default=0, ge=0, description="当前展示范围内的单据数。")
    preview_count: int = Field(default=0, ge=0, description="当前返回的单据数。")
+    preview_limit: int = Field(default=5, ge=1, description="默认展示条数上限。")
    older_record_count: int = Field(default=0, ge=0, description="超出近 10 日窗口的单据数。")
    has_more_in_window: bool = Field(default=False, description="当前展示范围内是否还有更多单据未返回。")
    total_amount: float = Field(default=0.0, ge=0.0, description="当前展示范围内金额合计。")
@@ -122,6 +125,7 @@ class UserAgentReviewDocumentCard(BaseModel):
    avg_score: float = Field(default=0.0, ge=0.0, le=1.0, description="OCR 平均得分。")
    preview_kind: str = Field(default="", description="票据预览类型，例如 image。")
    preview_data_url: str = Field(default="", description="票据预览图片 data URL。")
+    preview_url: str = Field(default="", description="票据预览图片地址。")
    warnings: list[str] = Field(default_factory=list, description="该票据的识别提示。")
    fields: list[UserAgentReviewDocumentField] = Field(
        default_factory=list,
--- a/server/src/app/services/agent_conversations.py
+++ b/server/src/app/services/agent_conversations.py
@@ -93,6 +93,12 @@ class AgentConversationService:
            if existing_session_type != incoming_session_type:
                normalized_id = ""
                conversation = None
+        if conversation is not None and self._has_draft_claim_scope_conflict(
+            conversation,
+            incoming_draft_claim_id,
+        ):
+            normalized_id = ""
+            conversation = None

        if conversation is None:
            conversation = AgentConversation(
@@ -241,6 +247,10 @@ class AgentConversationService:
        history_limit: int = 8,
    ) -> dict[str, Any]:
        merged = dict(context_json or {})
+        incoming_draft_claim_id = self._resolve_draft_claim_id(merged)
+        if self._has_draft_claim_scope_conflict(conversation, incoming_draft_claim_id):
+            return merged
+
        state_json = dict(conversation.state_json or {})
        should_hydrate_review_flow = self._should_hydrate_review_flow_context(
            context_json=merged,
@@ -641,6 +651,26 @@ class AgentConversationService:
            ).strip()
        return ""

+    @staticmethod
+    def _resolve_conversation_draft_claim_id(conversation: AgentConversation) -> str:
+        state_json = dict(conversation.state_json or {})
+        return str(
+            conversation.draft_claim_id
+            or state_json.get("draft_claim_id")
+            or ""
+        ).strip()
+
+    @staticmethod
+    def _has_draft_claim_scope_conflict(
+        conversation: AgentConversation,
+        incoming_draft_claim_id: str | None,
+    ) -> bool:
+        incoming_claim_id = str(incoming_draft_claim_id or "").strip()
+        if not incoming_claim_id:
+            return False
+        existing_claim_id = AgentConversationService._resolve_conversation_draft_claim_id(conversation)
+        return bool(existing_claim_id and existing_claim_id != incoming_claim_id)
+
    @staticmethod
    def _merge_state_json(
        current_state: dict[str, Any] | None,
--- a/server/src/app/services/expense_claim_access_policy.py
+++ b/server/src/app/services/expense_claim_access_policy.py
@@ -13,8 +13,10 @@ from app.models.organization import OrganizationUnit


 PRIVILEGED_CLAIM_ROLE_CODES = {"finance", "executive"}
+ARCHIVE_CENTER_ROLE_CODES = {"finance", "executive", "auditor"}
 APPROVAL_VISIBLE_CLAIM_ROLE_CODES = {"manager", "approver"}
 CLAIM_DELETE_ROLE_CODES = {"executive"}
+ARCHIVED_CLAIM_STATUSES = ("approved", "completed", "paid")


 class ExpenseClaimAccessPolicy:
@@ -27,6 +29,30 @@ class ExpenseClaimAccessPolicy:
            return True
        return bool(ExpenseClaimAccessPolicy.normalize_role_codes(current_user) & PRIVILEGED_CLAIM_ROLE_CODES)

+    @staticmethod
+    def has_archive_center_access(current_user: CurrentUserContext) -> bool:
+        if current_user.is_admin:
+            return True
+        return bool(ExpenseClaimAccessPolicy.normalize_role_codes(current_user) & ARCHIVE_CENTER_ROLE_CODES)
+
+    @staticmethod
+    def build_archived_claim_condition() -> Any:
+        normalized_status = func.lower(func.coalesce(ExpenseClaim.status, ""))
+        stage = func.coalesce(ExpenseClaim.approval_stage, "")
+        return or_(
+            stage == "归档入账",
+            stage == "completed",
+            and_(
+                normalized_status.in_(ARCHIVED_CLAIM_STATUSES),
+                or_(
+                    stage == "",
+                    stage.is_(None),
+                    stage == "归档入账",
+                    stage == "completed",
+                ),
+            ),
+        )
+
    @staticmethod
    def has_claim_delete_access(current_user: CurrentUserContext) -> bool:
        if current_user.is_admin:
@@ -374,7 +400,16 @@ class ExpenseClaimAccessPolicy:
        include_approval_scope: bool = False,
    ) -> Any:
        if self.has_privileged_claim_access(current_user):
-            return stmt
+            owned_conditions = self.build_personal_claim_conditions(current_user)
+            archived_condition = self.build_archived_claim_condition()
+            if owned_conditions:
+                return stmt.where(
+                    or_(
+                        ~archived_condition,
+                        and_(archived_condition, or_(*owned_conditions)),
+                    )
+                )
+            return stmt.where(~archived_condition)

        conditions = self.build_personal_claim_conditions(current_user)

@@ -386,6 +421,12 @@ class ExpenseClaimAccessPolicy:

        return stmt.where(or_(*conditions))

+    def apply_archived_claim_scope(self, stmt: Any, current_user: CurrentUserContext) -> Any:
+        if not self.has_archive_center_access(current_user):
+            return stmt.where(ExpenseClaim.id == "__no_visible_claim__")
+
+        return stmt.where(self.build_archived_claim_condition())
+
    @staticmethod
    def resolve_claim_manager_name(claim: ExpenseClaim) -> str:
        if claim.employee is not None:
--- a/server/src/app/services/expense_claim_attachment_analysis.py
+++ b/server/src/app/services/expense_claim_attachment_analysis.py
@@ -615,7 +615,7 @@ class ExpenseClaimAttachmentAnalysisMixin:
            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，强行提交前需补充超标原因。"
+            summary = "当前住宿票据金额超过规则中心差旅住宿标准，已作为风险项保留在单据中；如需按特殊情况提交，请补充超标原因。"
        elif (
            line_count == 0
            or not compact_text
--- a/server/src/app/services/expense_claims.py
+++ b/server/src/app/services/expense_claims.py
@@ -169,6 +169,19 @@ class ExpenseClaimService(
        stmt = self._access_policy.apply_approval_claim_scope(stmt, current_user)
        return list(self.db.scalars(stmt).all())

+    def list_archived_claims(self, current_user: CurrentUserContext) -> list[ExpenseClaim]:
+        stmt = (
+            select(ExpenseClaim)
+            .options(
+                selectinload(ExpenseClaim.items),
+                selectinload(ExpenseClaim.employee).selectinload(Employee.manager),
+                selectinload(ExpenseClaim.employee).selectinload(Employee.roles),
+            )
+            .order_by(ExpenseClaim.updated_at.desc(), ExpenseClaim.submitted_at.desc(), ExpenseClaim.created_at.desc())
+        )
+        stmt = self._access_policy.apply_archived_claim_scope(stmt, current_user)
+        return list(self.db.scalars(stmt).all())
+
    def get_claim(self, claim_id: str, current_user: CurrentUserContext) -> ExpenseClaim | None:
        stmt = (
            select(ExpenseClaim)
--- a/server/src/app/services/knowledge.py
+++ b/server/src/app/services/knowledge.py
@@ -106,7 +106,7 @@ class KnowledgeService:
            KnowledgeFolderRead(
                name=folder_name,
                count=sum(1 for item in documents if item.folder == folder_name),
-                icon="mdi mdi-folder-open" if folder_name == "差旅规范" else "mdi mdi-folder",
+                icon="mdi mdi-folder",
            )
            for folder_name in FIXED_KNOWLEDGE_FOLDERS
        ]
--- a/server/src/app/services/knowledge_document_extractors.py
+++ b/server/src/app/services/knowledge_document_extractors.py
@@ -10,6 +10,12 @@ from zipfile import BadZipFile, ZipFile
 from app.services.knowledge_constants import IMAGE_EXTENSIONS, TEXT_EXTENSIONS
 from app.services.knowledge_file_utils import extract_extension

+MAX_EXTRACTED_XLSX_SHEETS = 12
+MAX_EXTRACTED_XLSX_ROWS_PER_SHEET = 300
+MAX_EXTRACTED_XLSX_COLUMNS = 40
+MAX_EXTRACTED_PPTX_SLIDES = 80
+
+
 def _read_text_preview(file_path: Path) -> str:
    encodings = ("utf-8", "utf-8-sig", "gbk")
    for encoding in encodings:
@@ -19,6 +25,7 @@ def _read_text_preview(file_path: Path) -> str:
            continue
    return "当前文本文件编码暂不支持在线解析。"

+
 def _extract_docx_text(file_path: Path) -> str:
    try:
        with ZipFile(file_path) as archive:
@@ -30,6 +37,7 @@ def _extract_docx_text(file_path: Path) -> str:
    texts = [node.text.strip() for node in root.iter() if node.tag.endswith("}t") and node.text]
    return "\n".join(texts)

+
 def _extract_document_text_from_path(
    *,
    file_path: Path,
@@ -41,6 +49,20 @@ def _extract_document_text_from_path(
        return _normalize_extracted_text(_read_text_preview(file_path))
    if extension == "docx":
        return _normalize_extracted_text(_extract_docx_text(file_path))
+    if extension == "xlsx":
+        return _normalize_extracted_text(
+            _build_xlsx_markdown(
+                original_name=original_name,
+                sheets=_extract_xlsx_sheets(file_path),
+            )
+        )
+    if extension == "pptx":
+        return _normalize_extracted_text(
+            _build_pptx_markdown(
+                original_name=original_name,
+                slides=_extract_pptx_slides(file_path),
+            )
+        )
    if extension == "pdf":
        text = _normalize_extracted_text(_extract_pdf_text(file_path))
        if text:
@@ -62,11 +84,13 @@ def _extract_document_text_from_path(
        )
    return ""

+
 def _normalize_extracted_text(text: str) -> str:
    normalized = str(text or "").replace("\r\n", "\n").replace("\r", "\n")
    normalized = re.sub(r"\n{3,}", "\n\n", normalized)
    return normalized.strip()

+
 def _extract_pdf_text(file_path: Path) -> str:
    pdftotext_bin = shutil.which("pdftotext")
    if not pdftotext_bin:
@@ -83,6 +107,7 @@ def _extract_pdf_text(file_path: Path) -> str:
        return ""
    return str(completed.stdout or "")

+
 def _extract_text_with_ocr(
    *,
    file_path: Path,
@@ -92,9 +117,7 @@ def _extract_text_with_ocr(
    try:
        from app.services.ocr import OcrService

-        result = OcrService().recognize_files(
-            [(original_name, file_path.read_bytes(), mime_type)]
-        )
+        result = OcrService().recognize_files([(original_name, file_path.read_bytes(), mime_type)])
    except Exception:
        return ""

@@ -108,6 +131,7 @@ def _extract_text_with_ocr(
            parts.append(summary)
    return "\n\n".join(part for part in parts if part)

+
 def _extract_xlsx_sheets(file_path: Path) -> list[tuple[str, list[list[str]]]]:
    try:
        with ZipFile(file_path) as archive:
@@ -182,8 +206,13 @@ def _extract_xlsx_sheets(file_path: Path) -> list[tuple[str, list[list[str]]]]:
                        value_node = next((item for item in cell if item.tag.endswith("}v")), None)

                        if cell_type == "inlineStr":
-                            text_node = next((item for item in cell.iter() if item.tag.endswith("}t")), None)
-                            row_values.append((text_node.text or "").strip() if text_node is not None else "")
+                            text_node = next(
+                                (item for item in cell.iter() if item.tag.endswith("}t")),
+                                None,
+                            )
+                            row_values.append(
+                                (text_node.text or "").strip() if text_node is not None else ""
+                            )
                            continue

                        if value_node is None or value_node.text is None:
@@ -193,7 +222,9 @@ def _extract_xlsx_sheets(file_path: Path) -> list[tuple[str, list[list[str]]]]:
                        raw_value = value_node.text.strip()
                        if cell_type == "s" and raw_value.isdigit():
                            index = int(raw_value)
-                            row_values.append(shared_strings[index] if index < len(shared_strings) else raw_value)
+                            row_values.append(
+                                shared_strings[index] if index < len(shared_strings) else raw_value
+                            )
                        else:
                            row_values.append(raw_value)
                    if row_values:
@@ -205,6 +236,7 @@ def _extract_xlsx_sheets(file_path: Path) -> list[tuple[str, list[list[str]]]]:
    except (BadZipFile, ElementTree.ParseError, KeyError, ValueError):
        return []

+
 def _extract_pptx_slides(file_path: Path) -> list[list[str]]:
    try:
        with ZipFile(file_path) as archive:
@@ -216,8 +248,91 @@ def _extract_pptx_slides(file_path: Path) -> list[list[str]]:
            slides: list[list[str]] = []
            for slide_name in slide_names:
                root = ElementTree.fromstring(archive.read(slide_name))
-                texts = [node.text.strip() for node in root.iter() if node.tag.endswith("}t") and node.text]
+                texts = [
+                    node.text.strip()
+                    for node in root.iter()
+                    if node.tag.endswith("}t") and node.text
+                ]
                slides.append(texts)
            return slides
    except (BadZipFile, ElementTree.ParseError, KeyError):
        return []
+
+
+def _build_xlsx_markdown(
+    *,
+    original_name: str,
+    sheets: list[tuple[str, list[list[str]]]],
+) -> str:
+    if not sheets:
+        return ""
+
+    parts = [f"# Excel 工作簿：{original_name}"]
+    for sheet_index, (sheet_name, rows) in enumerate(sheets[:MAX_EXTRACTED_XLSX_SHEETS], start=1):
+        visible_rows = [
+            [_escape_markdown_cell(cell) for cell in row[:MAX_EXTRACTED_XLSX_COLUMNS]]
+            for row in rows[:MAX_EXTRACTED_XLSX_ROWS_PER_SHEET]
+            if any(str(cell or "").strip() for cell in row)
+        ]
+        if not visible_rows:
+            continue
+
+        column_count = max(len(row) for row in visible_rows)
+        normalized_rows = [row + [""] * (column_count - len(row)) for row in visible_rows]
+        header = [
+            cell or f"列{column_index + 1}" for column_index, cell in enumerate(normalized_rows[0])
+        ]
+
+        parts.append(f"## 工作表 {sheet_index}：{sheet_name}")
+        parts.append(_format_markdown_table(header, normalized_rows[1:]))
+        parts.append("### 行级检索线索")
+        for row_number, row in enumerate(normalized_rows[1:], start=2):
+            pairs = [
+                f"{header[column_index]}={value}" for column_index, value in enumerate(row) if value
+            ]
+            if pairs:
+                parts.append(f"- {sheet_name} 第 {row_number} 行：" + "；".join(pairs))
+
+        if len(rows) > MAX_EXTRACTED_XLSX_ROWS_PER_SHEET:
+            parts.append(
+                f"- {sheet_name} 还有 {len(rows) - MAX_EXTRACTED_XLSX_ROWS_PER_SHEET} 行未展开。"
+            )
+
+    return "\n\n".join(part for part in parts if part).strip()
+
+
+def _build_pptx_markdown(
+    *,
+    original_name: str,
+    slides: list[list[str]],
+) -> str:
+    if not slides:
+        return ""
+
+    parts = [f"# PowerPoint 演示文稿：{original_name}"]
+    for slide_index, slide_lines in enumerate(slides[:MAX_EXTRACTED_PPTX_SLIDES], start=1):
+        lines = [line.strip() for line in slide_lines if str(line or "").strip()]
+        if not lines:
+            continue
+        parts.append(f"## 幻灯片 {slide_index}")
+        parts.extend(f"- {line}" for line in lines)
+    if len(slides) > MAX_EXTRACTED_PPTX_SLIDES:
+        parts.append(f"- 还有 {len(slides) - MAX_EXTRACTED_PPTX_SLIDES} 页未展开。")
+    return "\n\n".join(part for part in parts if part).strip()
+
+
+def _format_markdown_table(header: list[str], rows: list[list[str]]) -> str:
+    table_rows = [header] + rows
+    separator = ["---"] * len(header)
+    lines = [
+        "| " + " | ".join(table_rows[0]) + " |",
+        "| " + " | ".join(separator) + " |",
+    ]
+    lines.extend("| " + " | ".join(row) + " |" for row in table_rows[1:])
+    return "\n".join(lines)
+
+
+def _escape_markdown_cell(value: str) -> str:
+    text = str(value or "").replace("\r\n", " ").replace("\r", " ").replace("\n", " ")
+    text = re.sub(r"\s+", " ", text).strip()
+    return text.replace("|", "\\|")
--- a/server/src/app/services/knowledge_preview.py
+++ b/server/src/app/services/knowledge_preview.py
@@ -16,6 +16,7 @@ from app.services.knowledge_document_extractors import (
 )
 from app.services.knowledge_file_utils import extract_extension, format_size

+
 def build_preview(
    entry: dict[str, Any],
    *,
@@ -52,7 +53,9 @@ def build_preview(
                subtitle="当前格式暂不支持在线解析预览。",
                stats=[
                    KnowledgePreviewStatRead(label="文件格式", value=extension.upper() or "FILE"),
-                    KnowledgePreviewStatRead(label="文件大小", value=format_size(entry["size_bytes"])),
+                    KnowledgePreviewStatRead(
+                        label="文件大小", value=format_size(entry["size_bytes"])
+                    ),
                    KnowledgePreviewStatRead(label="建议操作", value="下载后查看"),
                ],
                blocks=[
@@ -68,9 +71,8 @@ def build_preview(
        ],
    )

-def _build_text_preview_page(
-    entry: dict[str, Any], text: str
-) -> KnowledgePreviewPageRead:
+
+def _build_text_preview_page(entry: dict[str, Any], text: str) -> KnowledgePreviewPageRead:
    lines = [line.strip() for line in text.splitlines() if line.strip()]
    if not lines:
        lines = ["文件内容为空，或当前文档未提取到可展示文本。"]
@@ -92,10 +94,9 @@ def _build_text_preview_page(
        blocks=blocks,
    )

-def _build_xlsx_preview_pages(
-    entry: dict[str, Any], file_path
-) -> list[KnowledgePreviewPageRead]:
-    sheets = self._extract_xlsx_sheets(file_path)
+
+def _build_xlsx_preview_pages(entry: dict[str, Any], file_path) -> list[KnowledgePreviewPageRead]:
+    sheets = _extract_xlsx_sheets(file_path)
    if not sheets:
        sheets = [("Sheet 1", [["未提取到表格内容。"]])]

@@ -118,7 +119,9 @@ def _build_xlsx_preview_pages(
                stats=[
                    KnowledgePreviewStatRead(label="工作表数量", value=str(sheet_count)),
                    KnowledgePreviewStatRead(label="预览行数", value=str(len(visible_rows))),
-                    KnowledgePreviewStatRead(label="文件大小", value=format_size(entry["size_bytes"])),
+                    KnowledgePreviewStatRead(
+                        label="文件大小", value=format_size(entry["size_bytes"])
+                    ),
                ],
                blocks=blocks,
            )
@@ -126,10 +129,9 @@ def _build_xlsx_preview_pages(

    return preview_pages

-def _build_pptx_preview_pages(
-    entry: dict[str, Any], file_path
-) -> list[KnowledgePreviewPageRead]:
-    slides = self._extract_pptx_slides(file_path)
+
+def _build_pptx_preview_pages(entry: dict[str, Any], file_path) -> list[KnowledgePreviewPageRead]:
+    slides = _extract_pptx_slides(file_path)
    if not slides:
        slides = [["未提取到幻灯片文本。"]]

@@ -154,4 +156,3 @@ def _build_pptx_preview_pages(
        )

    return pages
-
--- a/server/src/app/services/ontology_detection.py
+++ b/server/src/app/services/ontology_detection.py
@@ -114,6 +114,20 @@ class OntologyDetectionMixin:
            return "query", 0.24
        if any(keyword in compact_query for keyword in DRAFT_KEYWORDS):
            return "draft", 0.26
+        if scenario == "expense" and "报销" in compact_query and any(
+            item.type == "expense_type"
+            and str(item.normalized_value or item.value or "").strip()
+            for item in entities
+        ) and not any(
+            keyword in compact_query
+            for keyword in (
+                *QUERY_KEYWORDS,
+                *COMPARE_KEYWORDS,
+                *EXPLAIN_KEYWORDS,
+                *RISK_KEYWORDS,
+            )
+        ):
+            return "draft", 0.25
        if scenario == "expense" and self._is_generic_expense_prompt(compact_query):
            return "draft", 0.24
        if any(keyword in compact_query for keyword in COMPARE_KEYWORDS):
@@ -220,7 +234,11 @@ class OntologyDetectionMixin:
        has_expense_signal = any(
            keyword in compact_query for keyword in EXPENSE_NARRATIVE_KEYWORDS
        ) or "expense_type" in entity_types
-        has_context_signal = bool(time_range.start_date) or "amount" in entity_types
+        has_context_signal = (
+            bool(time_range.start_date)
+            or "amount" in entity_types
+            or ("报销" in compact_query and "expense_type" in entity_types)
+        )

        return has_expense_signal and has_context_signal

--- a/server/src/app/services/ontology_extraction.py
+++ b/server/src/app/services/ontology_extraction.py
@@ -186,7 +186,21 @@ class OntologyExtractionMixin:

        if any(
            keyword in query
-            for keyword in ("打车", "网约车", "出租车", "车费", "乘车", "用车", "叫车", "车资", "停车费", "过路费")
+            for keyword in (
+                "打车",
+                "网约车",
+                "出租车",
+                "出租车票",
+                "车费",
+                "乘车",
+                "用车",
+                "叫车",
+                "车资",
+                "的士",
+                "的士票",
+                "停车费",
+                "过路费",
+            )
        ):
            upsert(self._make_entity("expense_type", "交通", "transport", role="filter", confidence=0.9))

--- a/server/src/app/services/ontology_rules.py
+++ b/server/src/app/services/ontology_rules.py
@@ -137,11 +137,14 @@ EXPENSE_TYPE_KEYWORDS = {
    "打车": "transport",
    "网约车": "transport",
    "出租车": "transport",
+    "出租车票": "transport",
    "乘车": "transport",
    "乘车费": "transport",
    "用车": "transport",
    "叫车": "transport",
    "车资": "transport",
+    "的士": "transport",
+    "的士票": "transport",
    "停车费": "transport",
    "餐费": "meal",
    "用餐": "meal",
@@ -180,6 +183,9 @@ EXPENSE_NARRATIVE_KEYWORDS = (
    "用车",
    "叫车",
    "车资",
+    "的士",
+    "的士票",
+    "出租车票",
    "餐费",
    "吃饭",
    "用餐",
@@ -232,6 +238,9 @@ STATUS_KEYWORDS = {
    "已审批": "approved",
    "已通过": "approved",
    "已审核": "approved",
+    "归档": "archived",
+    "已归档": "archived",
+    "入账": "archived",
    "已入账": "paid",
    "已付款": "paid",
    "未付款": "unpaid",
--- a/server/src/app/services/orchestrator_expense_query.py
+++ b/server/src/app/services/orchestrator_expense_query.py
@@ -17,14 +17,50 @@ from app.schemas.ontology import OntologyParseResult
 PRIVILEGED_EXPENSE_QUERY_ROLE_CODES = {"finance"}
 SELF_REFERENCE_KEYWORDS = ("我的", "我自己", "本人", "我名下", "给我查", "我提交", "我申请")
 EXPENSE_QUERY_RECENT_WINDOW_DAYS = 10
-EXPENSE_QUERY_PREVIEW_LIMIT = 20
+EXPENSE_QUERY_PREVIEW_LIMIT = 5
 EXPENSE_STATUS_LABELS = {
+    "archived": "归档",
    "draft": "草稿",
+    "supplement": "待补充",
+    "returned": "已退回",
    "submitted": "已提交",
    "review": "审核中",
    "approved": "已通过",
    "rejected": "已驳回",
-    "paid": "已付款",
+    "paid": "归档",
+}
+EXPENSE_QUERY_STATUS_KEYWORDS = (
+    (("归档", "已归档", "入账", "已入账", "已付款"), ("archived",)),
+    (("审批通过", "审核通过", "已通过", "已审核"), ("approved",)),
+    (("审批中", "审核中", "进行中", "流程中"), ("submitted", "review")),
+    (("已提交", "提交了"), ("submitted",)),
+    (("草稿", "待报销", "待提交"), ("draft",)),
+    (("待补充", "待完善", "退回", "已退回"), ("supplement", "returned")),
+    (("驳回", "已驳回", "拒绝"), ("rejected",)),
+)
+EXPENSE_STATUS_ALIASES = {
+    "归档": "archived",
+    "已归档": "archived",
+    "入账": "archived",
+    "已入账": "archived",
+    "已付款": "archived",
+    "已通过": "approved",
+    "审批通过": "approved",
+    "审核通过": "approved",
+    "已审核": "approved",
+    "审批中": "review",
+    "审核中": "review",
+    "进行中": "review",
+    "已提交": "submitted",
+    "草稿": "draft",
+    "待报销": "draft",
+    "待提交": "draft",
+    "待补充": "supplement",
+    "待完善": "supplement",
+    "已退回": "returned",
+    "退回": "returned",
+    "驳回": "rejected",
+    "已驳回": "rejected",
 }
 EXPENSE_STATUS_GROUP_LABELS = {
    "draft": "草稿",
@@ -33,6 +69,13 @@ EXPENSE_STATUS_GROUP_LABELS = {
    "other": "其他状态",
 }
 EXPENSE_STATUS_GROUP_ORDER = ("draft", "in_progress", "completed", "other")
+EXPENSE_RISK_LEVEL_LABELS = {
+    "high": "高风险",
+    "medium": "中风险",
+    "warning": "中风险",
+    "low": "低风险",
+    "info": "低风险",
+}
 EXPENSE_TYPE_LABELS = {
    "travel": "差旅费",
    "hotel": "住宿费",
@@ -95,7 +138,7 @@ class OrchestratorDatabaseQueryBuilder:
        total_count = int(self.db.scalar(count_stmt) or 0)
        total_amount = float(self.db.scalar(amount_stmt) or 0)

-        recent_window_applied = self._should_limit_expense_query_to_recent_window(ontology)
+        recent_window_applied = self._should_limit_expense_query_to_recent_window(ontology, message)
        display_count = total_count
        display_amount = total_amount
        older_record_count = 0
@@ -146,12 +189,14 @@ class OrchestratorDatabaseQueryBuilder:
            "record_count": display_count,
            "total_amount": round(display_amount, 2),
            "scope_label": scope_label,
+            "title": f"最近 {len(preview_claims)} 条{scope_label}" if preview_claims else f"{scope_label}筛选结果",
            "scoped_to_current_user": scoped_to_current_user,
            "recent_window_applied": recent_window_applied,
            "window_days": EXPENSE_QUERY_RECENT_WINDOW_DAYS if recent_window_applied else None,
            "window_start_date": window_start_date,
            "window_end_date": window_end_date,
            "preview_count": len(preview_claims),
+            "preview_limit": EXPENSE_QUERY_PREVIEW_LIMIT,
            "older_record_count": older_record_count,
            "records": [
                self._build_expense_query_record(claim)
@@ -199,6 +244,7 @@ class OrchestratorDatabaseQueryBuilder:
    @staticmethod
    def _should_limit_expense_query_to_recent_window(
        ontology: OntologyParseResult,
+        message: str = "",
    ) -> bool:
        has_explicit_claim_no = any(
            item.type == "expense_claim"
@@ -208,7 +254,12 @@ class OrchestratorDatabaseQueryBuilder:
        has_explicit_time_range = bool(
            ontology.time_range.start_date or ontology.time_range.end_date
        )
-        return not has_explicit_claim_no and not has_explicit_time_range
+        compact_message = str(message or "").replace(" ", "")
+        asks_recent_window = any(
+            keyword in compact_message
+            for keyword in ("近", "最近", "本周", "上周", "过去", "前几天", "这几天")
+        )
+        return asks_recent_window and not has_explicit_claim_no and not has_explicit_time_range

    @staticmethod
    def _resolve_reference_now(context_json: dict[str, Any]) -> datetime:
@@ -294,6 +345,12 @@ class OrchestratorDatabaseQueryBuilder:
    ) -> dict[str, Any]:
        status_group, status_group_label = self._resolve_expense_status_group(claim.status)
        document_datetime = self._resolve_expense_query_document_datetime(claim)
+        approval_stage = str(claim.approval_stage or "").strip()
+        status_label = (
+            "已归档"
+            if "归档" in approval_stage
+            else EXPENSE_STATUS_LABELS.get(claim.status, claim.status or "处理中")
+        )
        return {
            "claim_id": claim.id,
            "claim_no": claim.claim_no,
@@ -302,16 +359,63 @@ class OrchestratorDatabaseQueryBuilder:
            "expense_type_label": EXPENSE_TYPE_LABELS.get(claim.expense_type, claim.expense_type or "报销"),
            "amount": round(float(claim.amount), 2),
            "status": claim.status,
-            "status_label": EXPENSE_STATUS_LABELS.get(claim.status, claim.status or "处理中"),
+            "status_label": status_label,
            "status_group": status_group,
            "status_group_label": status_group_label,
-            "approval_stage": claim.approval_stage,
+            "approval_stage": approval_stage,
            "document_date": document_datetime.date().isoformat() if document_datetime else "",
            "occurred_at": claim.occurred_at.date().isoformat() if claim.occurred_at else "",
            "reason": claim.reason,
            "location": claim.location,
+            "risk_flags": self._normalize_expense_query_risk_flags(claim.risk_flags_json),
        }

+    @staticmethod
+    def _normalize_expense_query_risk_flags(raw_flags: Any) -> list[dict[str, str]]:
+        if not isinstance(raw_flags, list):
+            return []
+
+        normalized_flags: list[dict[str, str]] = []
+        for index, raw_flag in enumerate(raw_flags, start=1):
+            if isinstance(raw_flag, dict):
+                raw_level = str(raw_flag.get("severity") or raw_flag.get("level") or "").strip().lower()
+                level = raw_level if raw_level in EXPENSE_RISK_LEVEL_LABELS else "medium"
+                summary = str(
+                    raw_flag.get("message")
+                    or raw_flag.get("summary")
+                    or raw_flag.get("title")
+                    or raw_flag.get("label")
+                    or ""
+                ).strip()
+                detail = "；".join(
+                    str(point or "").strip()
+                    for point in list(raw_flag.get("points") or [])
+                    if str(point or "").strip()
+                )
+                title = str(raw_flag.get("label") or EXPENSE_RISK_LEVEL_LABELS[level]).strip()
+            else:
+                raw_text = str(raw_flag or "").strip()
+                if not raw_text:
+                    continue
+                level = "high" if any(keyword in raw_text for keyword in ("高风险", "超标", "重复", "异常")) else "medium"
+                summary = raw_text
+                detail = raw_text
+                title = EXPENSE_RISK_LEVEL_LABELS[level]
+
+            if not summary:
+                continue
+            normalized_flags.append(
+                {
+                    "key": f"risk-{index}",
+                    "level": level,
+                    "level_label": EXPENSE_RISK_LEVEL_LABELS.get(level, "中风险"),
+                    "title": title or EXPENSE_RISK_LEVEL_LABELS.get(level, "中风险"),
+                    "summary": summary,
+                    "detail": detail or summary,
+                }
+            )
+        return normalized_flags
+
    def _build_expense_query_scope(
        self,
        *,
@@ -344,12 +448,13 @@ class OrchestratorDatabaseQueryBuilder:
        )
        project_values = self._collect_expense_query_filter_values(ontology, "project")
        location_values = self._collect_expense_query_filter_values(ontology, "location")
-        status_values = list(
-            dict.fromkeys(
+        status_values = self._resolve_expense_query_status_values(
+            [
                str(item.value).strip()
                for item in ontology.constraints
                if item.field == "status" and item.operator == "=" and str(item.value).strip()
-            )
+            ],
+            message,
        )
        amount_constraints = [
            item
@@ -363,8 +468,16 @@ class OrchestratorDatabaseQueryBuilder:
            conditions.append(ExpenseClaim.claim_no.in_(expense_claim_nos))
        if expense_types:
            conditions.append(ExpenseClaim.expense_type.in_(expense_types))
-        if status_values:
-            conditions.append(ExpenseClaim.status.in_(status_values))
+        direct_status_values = [status for status in status_values if status != "archived"]
+        if "archived" in status_values:
+            conditions.append(
+                or_(
+                    ExpenseClaim.approval_stage.ilike("%归档%"),
+                    ExpenseClaim.status.in_(["approved", "paid"]),
+                )
+            )
+        if direct_status_values:
+            conditions.append(ExpenseClaim.status.in_(direct_status_values))
        if project_values:
            project_conditions = []
            for value in project_values:
@@ -438,7 +551,49 @@ class OrchestratorDatabaseQueryBuilder:
        else:
            scope_label = "全部报销单"

-        return conditions, scope_label, scoped_to_current_user
+        return conditions, self._compose_expense_scope_label(scope_label, status_values), scoped_to_current_user
+
+    @staticmethod
+    def _resolve_expense_query_status_values(
+        raw_values: list[str],
+        message: str,
+    ) -> list[str]:
+        values: list[str] = []
+        for raw_value in raw_values:
+            normalized = str(raw_value or "").strip()
+            if not normalized:
+                continue
+            values.append(EXPENSE_STATUS_ALIASES.get(normalized, normalized))
+
+        compact_message = str(message or "").replace(" ", "")
+        for keywords, statuses in EXPENSE_QUERY_STATUS_KEYWORDS:
+            if any(keyword in compact_message for keyword in keywords):
+                values.extend(statuses)
+
+        return [
+            status
+            for status in dict.fromkeys(values)
+            if status in EXPENSE_STATUS_LABELS
+        ]
+
+    @staticmethod
+    def _compose_expense_scope_label(scope_label: str, status_values: list[str]) -> str:
+        normalized_scope = str(scope_label or "").strip() or "报销单"
+        if not status_values:
+            return normalized_scope
+
+        status_labels = [
+            EXPENSE_STATUS_LABELS.get(status, status)
+            for status in status_values
+            if status in EXPENSE_STATUS_LABELS
+        ]
+        if not status_labels:
+            return normalized_scope
+
+        status_text = "或".join(dict.fromkeys(status_labels))
+        if "报销单" in normalized_scope:
+            return normalized_scope.replace("报销单", f"{status_text}报销单")
+        return f"{normalized_scope}（{status_text}）"

    @staticmethod
    def _collect_expense_query_filter_values(
--- a/server/src/app/services/user_agent_response.py
+++ b/server/src/app/services/user_agent_response.py
@@ -365,25 +365,13 @@ class UserAgentResponseMixin:
                    )
                return f"{window_prefix}没有查到{query_payload.scope_label}。你可以补充时间范围、单号或状态继续筛选。"

-            group_lines = [
-                f"{item.label} {item.count} 笔"
-                for item in query_payload.status_groups
-                if item.count > 0
-            ]
            answer_parts = [
-                f"我先为你列出{window_prefix}的{query_payload.scope_label}，"
-                f"共 {query_payload.record_count} 笔，金额合计 {query_payload.total_amount:.2f} 元。"
+                f"已按你的筛选条件查询{query_payload.scope_label}。",
+                f"下面先列出最近 {query_payload.preview_count} 条记录，点击任一单据即可查看详情。",
+                f"本次共命中 {query_payload.record_count} 笔，金额合计 {query_payload.total_amount:.2f} 元。",
            ]
-            if group_lines:
-                answer_parts.append(f"其中包括：{'、'.join(group_lines)}。")

            hint_parts: list[str] = []
-            if query_payload.has_more_in_window and query_payload.preview_count < query_payload.record_count:
-                hint_parts.append(
-                    f"下方先展示最近 {query_payload.preview_count} 笔，你可以直接点击单据查看详情。"
-                )
-            elif query_payload.records:
-                hint_parts.append("下方已列出本次命中的真实单据，可直接点击查看详情。")

            if query_payload.older_record_count > 0 and query_payload.window_days:
                hint_parts.append(
@@ -448,6 +436,11 @@ class UserAgentResponseMixin:
                    occurred_at=str(item.get("occurred_at") or "").strip(),
                    reason=str(item.get("reason") or "").strip(),
                    location=str(item.get("location") or "").strip(),
+                    risk_flags=[
+                        flag
+                        for flag in list(item.get("risk_flags") or [])
+                        if isinstance(flag, dict)
+                    ],
                )
            )

@@ -466,6 +459,7 @@ class UserAgentResponseMixin:
        return UserAgentQueryPayload(
            result_type="expense_claim_list",
            scope_label=str(payload.tool_payload.get("scope_label") or self._resolve_subject(payload)).strip() or "报销单",
+            title=str(payload.tool_payload.get("title") or "").strip(),
            recent_window_applied=bool(payload.tool_payload.get("recent_window_applied")),
            window_days=(
                int(payload.tool_payload["window_days"])
@@ -480,6 +474,7 @@ class UserAgentResponseMixin:
            ),
            record_count=max(0, int(payload.tool_payload.get("record_count") or 0)),
            preview_count=max(0, int(payload.tool_payload.get("preview_count") or len(records))),
+            preview_limit=max(1, int(payload.tool_payload.get("preview_limit") or 5)),
            older_record_count=max(0, int(payload.tool_payload.get("older_record_count") or 0)),
            has_more_in_window=bool(payload.tool_payload.get("has_more_in_window") or payload.tool_payload.get("has_more")),
            total_amount=round(float(payload.tool_payload.get("total_amount") or 0), 2),
@@ -670,18 +665,7 @@ class UserAgentResponseMixin:
            ]

        if payload.ontology.intent in {"query", "compare"}:
-            return [
-                UserAgentSuggestedAction(
-                    label="查看明细",
-                    action_type="open_detail",
-                    description="继续查看命中记录和过滤条件。",
-                ),
-                UserAgentSuggestedAction(
-                    label="生成处理意见",
-                    action_type="create_draft",
-                    description="把当前查询结果整理成可确认草稿。",
-                ),
-            ]
+            return []

        if payload.ontology.intent == "risk_check":
            return [
--- a/server/src/app/services/user_agent_review_core.py
+++ b/server/src/app/services/user_agent_review_core.py
@@ -322,6 +322,7 @@ class UserAgentReviewCoreMixin:
                    avg_score=float(item.get("avg_score") or 0.0),
                    preview_kind=str(item.get("preview_kind") or "").strip(),
                    preview_data_url=str(item.get("preview_data_url") or "").strip(),
+                    preview_url=str(item.get("preview_url") or "").strip(),
                    warnings=[str(warning) for warning in item.get("warnings", []) if str(warning).strip()],
                    fields=[
                        UserAgentReviewDocumentField(
@@ -411,16 +412,26 @@ class UserAgentReviewCoreMixin:
    ) -> list[UserAgentReviewRiskBrief]:
        briefs: list[UserAgentReviewRiskBrief] = []
        for reason in self._resolve_submission_blocked_reasons(payload):
+            needs_exception_explanation = self._is_submission_exception_explanation_reason(reason)
            briefs.append(
                UserAgentReviewRiskBrief(
                    title="提交风险提示",
                    level=self._resolve_submission_blocked_risk_level(reason),
                    content=reason,
                    detail=(
-                        "该项属于提交审批前的阻断条件。系统会先要求补齐基础字段、附件或业务说明，"
-                        "否则审批人无法判断成本归属、业务真实性或票据有效性。"
+                        "该项不是票据归集阻断条件，系统会保留费用明细并在详情中标记高风险；"
+                        "继续提交前需要补充特殊情况说明，便于审批人判断例外原因。"
+                        if needs_exception_explanation
+                        else (
+                            "该项属于提交审批前的阻断条件。系统会先要求补齐基础字段、附件或业务说明，"
+                            "否则审批人无法判断成本归属、业务真实性或票据有效性。"
+                        )
+                    ),
+                    suggestion=(
+                        "请在附加说明中写清超标或例外原因；确认业务真实后可继续提交给审批人重点复核。"
+                        if needs_exception_explanation
+                        else "按提示补齐对应信息；如果业务场景本身合理，请补充说明或佐证附件后再提交。"
                    ),
-                    suggestion="按提示补齐对应信息；如果业务场景本身合理，请补充说明或佐证附件后再提交。",
                )
            )

@@ -514,6 +525,16 @@ class UserAgentReviewCoreMixin:
        return "high" if any(keyword in normalized for keyword in amount_keywords) else "warning"


+    @staticmethod
+    def _is_submission_exception_explanation_reason(reason: str) -> bool:
+        normalized = re.sub(r"\s+", "", str(reason or ""))
+        if not normalized:
+            return False
+        has_over_standard = any(keyword in normalized for keyword in ("超标", "超出", "超标准", "差标"))
+        has_explanation = any(keyword in normalized for keyword in ("说明", "原因", "例外", "特殊"))
+        return has_over_standard and has_explanation
+
+
    @staticmethod
    def _filter_deprecated_review_risk_briefs(
        briefs: list[UserAgentReviewRiskBrief],
--- a/server/src/app/services/user_agent_review_messages.py
+++ b/server/src/app/services/user_agent_review_messages.py
@@ -183,9 +183,9 @@ class UserAgentReviewMessageMixin:
            if draft_payload is not None and draft_payload.claim_no:
                return (
                    f"已按您当前确认的信息保存为草稿 {draft_payload.claim_no}。"
-                    "后续您可以继续补充缺失项，或修改识别结果后再继续提交。"
+                    "后续上传附件或补充票据信息时，请关联这张草稿；补齐缺失项后再继续提交。"
                )
-            return "已按您当前确认的信息保存为草稿。后续您可以继续补充缺失项，或修改识别结果后再继续提交。"
+            return "已按您当前确认的信息保存为草稿。后续上传附件或补充票据信息时，请关联这张草稿；补齐缺失项后再继续提交。"
        if review_action == "link_to_existing_draft":
            document_count = self._resolve_review_document_count(payload)
            followup_copy = self._build_review_action_followup_copy(review_payload)
@@ -214,6 +214,12 @@ class UserAgentReviewMessageMixin:
                    reason_lines = "\n".join(
                        f"{index}. {reason}" for index, reason in enumerate(reasons, start=1)
                    )
+                    if all(self._is_submission_exception_explanation_reason(reason) for reason in reasons):
+                        return (
+                            "检测到当前单据存在需要说明的超标风险，但票据和费用明细会继续保留在单据中。\n"
+                            f"{reason_lines}\n"
+                            "如果确有特殊情况，请先在附加说明中补充原因；补充后可以继续提交给审批人重点复核。"
+                        )
                    return (
                        "AI预审暂未通过，所以还没有提交到审批人。\n"
                        f"{reason_lines}\n"
@@ -253,6 +259,12 @@ class UserAgentReviewMessageMixin:
        blocked_reasons = self._resolve_submission_blocked_reasons(payload)
        if blocked_reasons:
            reason_text = "；".join(dict.fromkeys(reason.strip("。；;") for reason in blocked_reasons if reason))
+            if all(self._is_submission_exception_explanation_reason(reason) for reason in blocked_reasons):
+                return (
+                    f"检测到当前单据存在需要说明的超标风险：{reason_text}。"
+                    "票据会先正常归集到单据中，并在费用明细前标记风险；"
+                    "如确有特殊情况，请在附加说明中补充原因后继续提交审批。"
+                )
            return (
                f"AI预审未通过：{reason_text}。"
                "请先根据风险提示补充原因、调整金额或更换附件，整改后再继续提交。"
@@ -670,4 +682,3 @@ class UserAgentReviewMessageMixin:
        if not claim_groups:
            return False
        return True
-
--- a/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.pdf
+++ b/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.pdf
--- a/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.pdf.meta.json
+++ b/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.pdf.meta.json
@@ -0,0 +1,88 @@
+{
+  "file_name": "2月20_武汉-上海.pdf",
+  "storage_key": "635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.pdf",
+  "media_type": "application/pdf",
+  "size_bytes": 24995,
+  "uploaded_at": "2026-05-22T05:00:39.043901+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.preview.png",
+  "preview_media_type": "image/png",
+  "preview_file_name": "2月20_武汉-上海.preview.png",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为火车/高铁票。",
+      "附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
+      "金额字段：已识别到与当前明细接近的金额 354.00 元。"
+    ],
+    "rule_basis": [],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "train_ticket",
+    "document_type_label": "火车/高铁票",
+    "scene_code": "travel",
+    "scene_label": "差旅票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "354元"
+      },
+      {
+        "key": "date",
+        "label": "列车出发时间",
+        "value": "2026-02-20 07:55"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "中国铁路"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "26429165800002785705"
+      },
+      {
+        "key": "route",
+        "label": "行程",
+        "value": "武汉-上海"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "train_ticket",
+    "current_expense_type_label": "火车票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "travel",
+    "recognized_scene_label": "差旅票据",
+    "recognized_document_type": "train_ticket",
+    "recognized_document_type_label": "火车/高铁票",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为火车票，已识别为火车/高铁票。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "电子发票\n（铁路电子客票)\n州\n国家税务总局\n发票号码：26429165800002785705\n湖北省税务局\n开票日期:2026年05月18日\n武汉站\n上海虹桥站\nG458\nWuhan\nShanghaihongqiao\n2026年02月20日\n07:55开\n06车01B号\n二等座\n票价：￥354.00\n4201061987****1615\n曹笑竹\n电子客票号：6580061086021391007342026\n购买方名称:曹笑竹\n统一社会信用代码：\n买票请到12306发货请到95306\n中国铁路祝您旅途愉快",
+  "ocr_summary": "电子发票；（铁路电子客票)；州",
+  "ocr_avg_score": 0.9580968717734019,
+  "ocr_line_count": 24,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.88,
+  "ocr_classification_evidence": [
+    "铁路电子客票",
+    "电子客票",
+    "铁路",
+    "二等座"
+  ],
+  "ocr_warnings": []
+}
--- a/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.preview.png
+++ b/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/0df374d2-0eeb-4c54-be94-53589dbf0d65/2月20_武汉-上海.preview.png
--- a/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/12aab9cc-fa31-4cde-8935-16ef24fb94a4/酒店3.jpg
+++ b/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/12aab9cc-fa31-4cde-8935-16ef24fb94a4/酒店3.jpg
--- a/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/12aab9cc-fa31-4cde-8935-16ef24fb94a4/酒店3.jpg.meta.json
+++ b/server/storage/expense_claims/635e6e0f-d4ae-4913-a046-c2340643ea1c/12aab9cc-fa31-4cde-8935-16ef24fb94a4/酒店3.jpg.meta.json
@@ -0,0 +1,79 @@
+{
+  "file_name": "酒店3.jpg",
+  "storage_key": "635e6e0f-d4ae-4913-a046-c2340643ea1c/12aab9cc-fa31-4cde-8935-16ef24fb94a4/酒店3.jpg",
+  "media_type": "image/jpeg",
+  "size_bytes": 153582,
+  "uploaded_at": "2026-05-22T06:05:17.947049+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "635e6e0f-d4ae-4913-a046-c2340643ea1c/12aab9cc-fa31-4cde-8935-16ef24fb94a4/酒店3.preview.jpg",
+  "preview_media_type": "image/jpeg",
+  "preview_file_name": "酒店3.preview.jpg",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为酒店住宿票据。",
+      "附件类型要求：当前费用项目为住宿票，已识别为酒店住宿票据。",
+      "金额字段：已识别到与当前明细接近的金额 1086.00 元。"
+    ],
+    "rule_basis": [
+      "依据《公司差旅费报销规则》（v1.0.17），住宿费按员工职级、出差城市和每晚金额进行差标核算。"
+    ],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "hotel_invoice",
+    "document_type_label": "酒店住宿票据",
+    "scene_code": "hotel",
+    "scene_label": "住宿票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "1086元"
+      },
+      {
+        "key": "date",
+        "label": "日期",
+        "value": "2026-02-20"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "上海喜来登酒店"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "hotel_ticket",
+    "current_expense_type_label": "住宿票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "hotel",
+    "recognized_scene_label": "住宿票据",
+    "recognized_document_type": "hotel_invoice",
+    "recognized_document_type_label": "酒店住宿票据",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为住宿票，已识别为酒店住宿票据。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "上海喜来登酒店（样例）\n住宿费用单\n单据编号：SH-SAMPLE-20260223-001\n开单期：2026年223\n宾客姓名：曹笑\n住期：2026年220\n离店期：2026年223\n住晚数：3晚\n房型：豪华床房\n房号：1808\n项目\n日期\n数量\n单价\n金额\n备注\n住宿费\n2026-02-20至2026-02-22\n3晚\n￥362/晚\n￥1086\n豪华大床房\n金额大写：壹仟零捌拾陆元整\n合计：￥1086\n备注：\n1.如有疑问，请致电前台：021-28958888。\n2.退房时间为中午12：00，超时退房将按酒店规定收取相关费用。\n3.感谢您的下榻，期待您的再次光临！\n酒店地址：上海市浦东新区银城中路88号 邮编：200120\n样例票据|仅供系统测试|无效凭证",
+  "ocr_summary": "上海喜来登酒店（样例）；住宿费用单；单据编号：SH-SAMPLE-20260223-001",
+  "ocr_avg_score": 0.988790222009023,
+  "ocr_line_count": 30,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.71,
+  "ocr_classification_evidence": [
+    "住宿",
+    "离店",
+    "酒店"
+  ],
+  "ocr_warnings": []
+}
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+  "storage_key": "635e6e0f-d4ae-4913-a046-c2340643ea1c/2014d004-4ef9-4655-8ef0-8f3ad64df2f7/2月23_上海-武汉.pdf",
+  "media_type": "application/pdf",
+  "size_bytes": 24940,
+  "uploaded_at": "2026-05-22T05:01:02.605504+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "635e6e0f-d4ae-4913-a046-c2340643ea1c/2014d004-4ef9-4655-8ef0-8f3ad64df2f7/2月23_上海-武汉.preview.png",
+  "preview_media_type": "image/png",
+  "preview_file_name": "2月23_上海-武汉.preview.png",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为火车/高铁票。",
+      "附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
+      "金额字段：已识别到与当前明细接近的金额 354.00 元。"
+    ],
+    "rule_basis": [],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "train_ticket",
+    "document_type_label": "火车/高铁票",
+    "scene_code": "travel",
+    "scene_label": "差旅票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "354元"
+      },
+      {
+        "key": "date",
+        "label": "列车出发时间",
+        "value": "2026-02-23 13:54"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "中国铁路"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "26319166100006175398"
+      },
+      {
+        "key": "route",
+        "label": "行程",
+        "value": "上海-武汉"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "train_ticket",
+    "current_expense_type_label": "火车票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "travel",
+    "recognized_scene_label": "差旅票据",
+    "recognized_document_type": "train_ticket",
+    "recognized_document_type_label": "火车/高铁票",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为火车票，已识别为火车/高铁票。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "电子发票\n（铁路电子客票）\n州\n国家税务总局\n发票号码：26319166100006175398\n开票日期:2026年05月18日\n上海市税务局\n上海虹桥站\n武汉站\nG456\nShanghaihongqiao\nWuhan\n2026年02月23日\n13:54开\n12车08B号\n二等座\n票价：￥354.00\n4201061987****1615\n曹笑竹\n电子客票号：6610061086021394837402026\n购买方名称:曹笑竹\n统一社会信用代码：\n买票请到12306发货请到95306\n中国铁路祝您旅途愉快",
+  "ocr_summary": "电子发票；（铁路电子客票）；州",
+  "ocr_avg_score": 0.9620026834309101,
+  "ocr_line_count": 24,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.88,
+  "ocr_classification_evidence": [
+    "铁路电子客票",
+    "电子客票",
+    "铁路",
+    "二等座"
+  ],
+  "ocr_warnings": []
+}
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+      "size_bytes": 6096,
+      "sha256": "",
+      "created_at": "2026-05-22T07:00:20.476077+00:00",
+      "updated_at": "2026-05-22T07:00:20.476077+00:00",
+      "uploaded_by": "系统导入",
+      "version_number": 1,
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-22T07:03:58.101732+00:00",
+      "ingest_completed_at": "",
+      "ingest_document_name": "",
+      "ingest_document_updated_at": "",
+      "ingest_document_sha256": "",
+      "ingest_agent_run_id": ""
+    },
+    {
+      "id": "a24793b7f7de4749a7c531d1713a4a2b",
+      "folder": "常见问答",
+      "original_name": "远光软件财务制度问答汇总.pdf",
+      "stored_name": "远光软件财务制度问答汇总.pdf",
+      "mime_type": "application/pdf",
+      "extension": "pdf",
+      "size_bytes": 47165,
+      "sha256": "",
+      "created_at": "2026-05-22T07:00:20.453567+00:00",
+      "updated_at": "2026-05-22T07:00:20.453567+00:00",
+      "uploaded_by": "系统导入",
+      "version_number": 1,
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-22T07:03:58.109771+00:00",
+      "ingest_completed_at": "",
+      "ingest_document_name": "",
+      "ingest_document_updated_at": "",
+      "ingest_document_sha256": "",
+      "ingest_agent_run_id": ""
+    },
+    {
+      "id": "3acd9c2df63b4a438c7eab876269b25d",
+      "folder": "常见问答",
+      "original_name": "远光软件财务报销常见问题解答.docx",
+      "stored_name": "远光软件财务报销常见问题解答.docx",
+      "mime_type": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+      "extension": "docx",
+      "size_bytes": 36671,
+      "sha256": "",
+      "created_at": "2026-05-22T07:00:20.158497+00:00",
+      "updated_at": "2026-05-22T07:00:20.158497+00:00",
+      "uploaded_by": "系统导入",
+      "version_number": 1,
+      "ingest_status": 1,
+      "ingest_status_updated_at": "2026-05-22T07:03:58.117797+00:00",
+      "ingest_completed_at": "",
+      "ingest_document_name": "",
+      "ingest_document_updated_at": "",
+      "ingest_document_sha256": "",
+      "ingest_agent_run_id": ""
    }
  ]
 }
--- a/server/storage/knowledge/制度政策/远光软件公司内部控制基本规范.pdf
+++ b/server/storage/knowledge/制度政策/远光软件公司内部控制基本规范.pdf
--- a/server/storage/knowledge/制度政策/远光软件公司合同管理制度.docx
+++ b/server/storage/knowledge/制度政策/远光软件公司合同管理制度.docx
--- a/server/storage/knowledge/制度政策/远光软件公司财务管理制度总则.docx
+++ b/server/storage/knowledge/制度政策/远光软件公司财务管理制度总则.docx
--- a/server/storage/knowledge/制度政策/远光软件公司资产管理制度.pdf
+++ b/server/storage/knowledge/制度政策/远光软件公司资产管理制度.pdf
--- a/server/storage/knowledge/制度政策/远光软件公司采购管理办法.xlsx
+++ b/server/storage/knowledge/制度政策/远光软件公司采购管理办法.xlsx
--- a/server/storage/knowledge/发票管理/远光软件公司发票审核标准.xlsx
+++ b/server/storage/knowledge/发票管理/远光软件公司发票审核标准.xlsx
--- a/server/storage/knowledge/发票管理/远光软件公司发票管理规范.docx
+++ b/server/storage/knowledge/发票管理/远光软件公司发票管理规范.docx
--- a/server/storage/knowledge/发票管理/远光软件公司增值税发票操作指南.pdf
+++ b/server/storage/knowledge/发票管理/远光软件公司增值税发票操作指南.pdf
--- a/server/storage/knowledge/发票管理/远光软件公司电子发票管理办法.docx
+++ b/server/storage/knowledge/发票管理/远光软件公司电子发票管理办法.docx
--- a/server/storage/knowledge/培训资料/远光软件报销流程培训手册.pdf
+++ b/server/storage/knowledge/培训资料/远光软件报销流程培训手册.pdf
--- a/server/storage/knowledge/培训资料/远光软件新员工财务培训课件.pdf
+++ b/server/storage/knowledge/培训资料/远光软件新员工财务培训课件.pdf
--- a/server/storage/knowledge/培训资料/远光软件财务制度培训手册.docx
+++ b/server/storage/knowledge/培训资料/远光软件财务制度培训手册.docx
--- a/server/storage/knowledge/培训资料/远光软件财务培训课程安排.xlsx
+++ b/server/storage/knowledge/培训资料/远光软件财务培训课程安排.xlsx
--- a/server/storage/knowledge/差旅规范/远光软件公司差旅费管理办法.docx
+++ b/server/storage/knowledge/差旅规范/远光软件公司差旅费管理办法.docx
--- a/server/storage/knowledge/差旅规范/远光软件出差审批流程说明.pdf
+++ b/server/storage/knowledge/差旅规范/远光软件出差审批流程说明.pdf
--- a/server/storage/knowledge/差旅规范/远光软件国际出差管理规定.docx
+++ b/server/storage/knowledge/差旅规范/远光软件国际出差管理规定.docx
--- a/server/storage/knowledge/差旅规范/远光软件差旅费标准速查表.xlsx
+++ b/server/storage/knowledge/差旅规范/远光软件差旅费标准速查表.xlsx
--- a/server/storage/knowledge/常见问答/远光软件报销问题处理指引.xlsx
+++ b/server/storage/knowledge/常见问答/远光软件报销问题处理指引.xlsx
--- a/server/storage/knowledge/常见问答/远光软件财务制度问答汇总.pdf
+++ b/server/storage/knowledge/常见问答/远光软件财务制度问答汇总.pdf
--- a/server/storage/knowledge/常见问答/远光软件财务报销常见问题解答.docx
+++ b/server/storage/knowledge/常见问答/远光软件财务报销常见问题解答.docx
--- a/server/storage/knowledge/报销制度/a8f8465df08e455ebe133351721d49f8__无单需求文档0506.docx
+++ b/server/storage/knowledge/报销制度/a8f8465df08e455ebe133351721d49f8__无单需求文档0506.docx
--- a/server/storage/knowledge/税务合规/远光软件企业所得税汇算清缴操作手册.pdf
+++ b/server/storage/knowledge/税务合规/远光软件企业所得税汇算清缴操作手册.pdf
--- a/server/storage/knowledge/税务合规/远光软件公司税务管理制度.docx
+++ b/server/storage/knowledge/税务合规/远光软件公司税务管理制度.docx
--- a/server/storage/knowledge/税务合规/远光软件研发费用加计扣除管理办法.xlsx
+++ b/server/storage/knowledge/税务合规/远光软件研发费用加计扣除管理办法.xlsx
--- a/server/storage/knowledge/税务合规/远光软件软件产品增值税即征即退操作指南.pdf
+++ b/server/storage/knowledge/税务合规/远光软件软件产品增值税即征即退操作指南.pdf
--- a/server/storage/knowledge/财务共享/远光软件财务共享服务SLA标准.xlsx
+++ b/server/storage/knowledge/财务共享/远光软件财务共享服务SLA标准.xlsx
--- a/server/storage/knowledge/财务共享/远光软件财务共享服务中心运营管理办法.docx
+++ b/server/storage/knowledge/财务共享/远光软件财务共享服务中心运营管理办法.docx
--- a/server/storage/knowledge/财务共享/远光软件财务共享服务操作手册.pdf
+++ b/server/storage/knowledge/财务共享/远光软件财务共享服务操作手册.pdf
--- a/server/storage/knowledge/财务知识库/远光软件会计科目使用说明.xlsx
+++ b/server/storage/knowledge/财务知识库/远光软件会计科目使用说明.xlsx
--- a/server/storage/knowledge/财务知识库/远光软件财务基础知识手册.docx
+++ b/server/storage/knowledge/财务知识库/远光软件财务基础知识手册.docx
--- a/server/storage/knowledge/财务知识库/远光软件财务术语解释手册.docx
+++ b/server/storage/knowledge/财务知识库/远光软件财务术语解释手册.docx
--- a/server/storage/knowledge/财务知识库/远光软件高新技术企业税收优惠政策汇总.pdf
+++ b/server/storage/knowledge/财务知识库/远光软件高新技术企业税收优惠政策汇总.pdf
--- a/server/storage/knowledge/预算管理/远光软件公司预算管理制度.docx
+++ b/server/storage/knowledge/预算管理/远光软件公司预算管理制度.docx
--- a/server/storage/knowledge/预算管理/远光软件年度预算编制指南.pdf
+++ b/server/storage/knowledge/预算管理/远光软件年度预算编制指南.pdf
--- a/server/storage/knowledge/预算管理/远光软件预算执行分析报告模板.docx
+++ b/server/storage/knowledge/预算管理/远光软件预算执行分析报告模板.docx
--- a/server/storage/knowledge/预算管理/远光软件预算编制模板.xlsx
+++ b/server/storage/knowledge/预算管理/远光软件预算编制模板.xlsx
--- a/server/tests/test_expense_claim_service.py
+++ b/server/tests/test_expense_claim_service.py
@@ -1516,8 +1516,21 @@ def test_upload_hotel_attachment_flags_amount_over_travel_policy(monkeypatch, tm
        analysis = uploaded_meta["analysis"]
        assert analysis["severity"] == "high"
        assert analysis["headline"] == "AI提示：住宿金额超出报销标准"
+        assert "保留在单据中" in analysis["summary"]
+        assert "特殊情况" in analysis["summary"]
        assert any("住宿标准" in point and "800.00 元" in point for point in analysis["points"])
        assert any("住宿费按员工职级" in basis for basis in analysis["rule_basis"])
+        db.refresh(claim)
+        hotel_item = next(item for item in claim.items if str(item.invoice_id or "").strip())
+        assert hotel_item.item_amount == Decimal("800.00")
+        assert claim.invoice_count == 1
+        assert any(
+            isinstance(flag, dict)
+            and str(flag.get("source") or "").strip() == "attachment_analysis"
+            and flag.get("item_id") == hotel_item.id
+            and str(flag.get("severity") or "").strip() == "high"
+            for flag in list(claim.risk_flags_json or [])
+        )


 def test_attachment_analysis_does_not_compare_business_purpose_with_ticket_scene() -> None:
@@ -2433,8 +2446,8 @@ def test_list_claims_allows_finance_to_view_all_records() -> None:

        claims = ExpenseClaimService(db).list_claims(current_user)

-        assert len(claims) == 2
-        assert {claim.claim_no for claim in claims} == {"EXP-FIN-101", "EXP-FIN-102"}
+        assert len(claims) == 1
+        assert claims[0].claim_no == "EXP-FIN-101"


 def test_list_claims_allows_executive_to_view_all_records() -> None:
@@ -2488,8 +2501,134 @@ def test_list_claims_allows_executive_to_view_all_records() -> None:

        claims = ExpenseClaimService(db).list_claims(current_user)

-        assert len(claims) == 2
-        assert {claim.claim_no for claim in claims} == {"EXP-EXE-101", "EXP-EXE-102"}
+        assert len(claims) == 1
+        assert claims[0].claim_no == "EXP-EXE-101"
+
+
+def test_list_claims_keeps_own_archived_claim_for_finance_applicant() -> None:
+    current_user = CurrentUserContext(
+        username="finance@example.com",
+        name="财务",
+        role_codes=["finance"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        db.add(
+            ExpenseClaim(
+                claim_no="EXP-FIN-OWN-ARCH",
+                employee_name="财务",
+                department_name="财务部",
+                project_code="PRJ-FIN",
+                expense_type="meal",
+                reason="本人报销",
+                location="上海",
+                amount=Decimal("88.00"),
+                currency="CNY",
+                invoice_count=1,
+                occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
+                submitted_at=datetime(2026, 5, 12, 10, 0, tzinfo=UTC),
+                status="approved",
+                approval_stage="归档入账",
+                risk_flags_json=[],
+            )
+        )
+        db.commit()
+
+        claims = ExpenseClaimService(db).list_claims(current_user)
+
+        assert len(claims) == 1
+        assert claims[0].claim_no == "EXP-FIN-OWN-ARCH"
+
+
+def test_list_archived_claims_returns_company_archived_records_for_finance() -> None:
+    current_user = CurrentUserContext(
+        username="finance@example.com",
+        name="财务",
+        role_codes=["finance"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        db.add_all(
+            [
+                ExpenseClaim(
+                    claim_no="EXP-ARCH-101",
+                    employee_name="甲",
+                    department_name="A部",
+                    project_code="PRJ-A",
+                    expense_type="travel",
+                    reason="A 报销",
+                    location="上海",
+                    amount=Decimal("120.00"),
+                    currency="CNY",
+                    invoice_count=1,
+                    occurred_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 5, 11, 10, 0, tzinfo=UTC),
+                    status="approved",
+                    approval_stage="归档入账",
+                    risk_flags_json=[],
+                ),
+                ExpenseClaim(
+                    claim_no="EXP-ARCH-102",
+                    employee_name="乙",
+                    department_name="B部",
+                    project_code="PRJ-B",
+                    expense_type="meal",
+                    reason="B 报销",
+                    location="杭州",
+                    amount=Decimal("300.00"),
+                    currency="CNY",
+                    invoice_count=1,
+                    occurred_at=datetime(2026, 5, 11, 12, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 5, 11, 13, 0, tzinfo=UTC),
+                    status="submitted",
+                    approval_stage="财务审批",
+                    risk_flags_json=[],
+                ),
+            ]
+        )
+        db.commit()
+
+        claims = ExpenseClaimService(db).list_archived_claims(current_user)
+
+        assert len(claims) == 1
+        assert claims[0].claim_no == "EXP-ARCH-101"
+
+
+def test_list_archived_claims_is_empty_for_regular_employee() -> None:
+    current_user = CurrentUserContext(
+        username="zhangsan@example.com",
+        name="张三",
+        role_codes=["employee"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        db.add(
+            ExpenseClaim(
+                claim_no="EXP-ARCH-EMP",
+                employee_name="张三",
+                department_name="研发部",
+                project_code="PRJ-EMP",
+                expense_type="travel",
+                reason="本人报销",
+                location="北京",
+                amount=Decimal("200.00"),
+                currency="CNY",
+                invoice_count=1,
+                occurred_at=datetime(2026, 5, 10, 9, 0, tzinfo=UTC),
+                submitted_at=datetime(2026, 5, 10, 10, 0, tzinfo=UTC),
+                status="approved",
+                approval_stage="归档入账",
+                risk_flags_json=[],
+            )
+        )
+        db.commit()
+
+        claims = ExpenseClaimService(db).list_archived_claims(current_user)
+
+        assert claims == []


 def test_finance_can_return_but_cannot_delete_submitted_claim() -> None:
--- a/server/tests/test_knowledge_document_extractors.py
+++ b/server/tests/test_knowledge_document_extractors.py
@@ -0,0 +1,96 @@
+from __future__ import annotations
+
+from zipfile import ZipFile
+
+from app.services.knowledge_document_extractors import _extract_document_text_from_path
+
+
+def test_extract_xlsx_document_text_builds_markdown_with_row_clues(tmp_path) -> None:
+    file_path = tmp_path / "company-expense-rules.xlsx"
+    _write_minimal_xlsx(
+        file_path,
+        sheet_name="报销标准",
+        rows=[
+            ["费用类型", "标准", "说明"],
+            ["住宿费", "500", "超标准需事前审批"],
+            ["交通费", "据实", "保留发票"],
+        ],
+    )
+
+    text = _extract_document_text_from_path(
+        file_path=file_path,
+        original_name="公司支出管理办法.xlsx",
+        mime_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+    )
+
+    assert "# Excel 工作簿：公司支出管理办法.xlsx" in text
+    assert "## 工作表 1：报销标准" in text
+    assert "| 费用类型 | 标准 | 说明 |" in text
+    assert "费用类型=住宿费；标准=500；说明=超标准需事前审批" in text
+    assert "费用类型=交通费；标准=据实；说明=保留发票" in text
+
+
+def test_extract_pptx_document_text_builds_markdown_slides(tmp_path) -> None:
+    file_path = tmp_path / "training.pptx"
+    slide_xml = """<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<p:sld xmlns:a="http://schemas.openxmlformats.org/drawingml/2006/main"
+       xmlns:p="http://schemas.openxmlformats.org/presentationml/2006/main">
+  <p:cSld>
+    <p:spTree>
+      <p:sp><p:txBody><a:p><a:r><a:t>差旅报销培训</a:t></a:r></a:p></p:txBody></p:sp>
+      <p:sp><p:txBody><a:p><a:r><a:t>发票、审批、预算三项要素必须齐全</a:t></a:r></a:p></p:txBody></p:sp>
+    </p:spTree>
+  </p:cSld>
+</p:sld>
+"""
+    with ZipFile(file_path, "w") as archive:
+        archive.writestr("ppt/slides/slide1.xml", slide_xml)
+
+    text = _extract_document_text_from_path(
+        file_path=file_path,
+        original_name="报销培训.pptx",
+        mime_type="application/vnd.openxmlformats-officedocument.presentationml.presentation",
+    )
+
+    assert "# PowerPoint 演示文稿：报销培训.pptx" in text
+    assert "## 幻灯片 1" in text
+    assert "- 差旅报销培训" in text
+    assert "- 发票、审批、预算三项要素必须齐全" in text
+
+
+def _write_minimal_xlsx(file_path, *, sheet_name: str, rows: list[list[str]]) -> None:
+    workbook_xml = f"""<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<workbook xmlns="http://schemas.openxmlformats.org/spreadsheetml/2006/main"
+          xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships">
+  <sheets>
+    <sheet name="{sheet_name}" sheetId="1" r:id="rId1"/>
+  </sheets>
+</workbook>
+"""
+    rels_xml = """<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships">
+  <Relationship Id="rId1"
+                Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/worksheet"
+                Target="worksheets/sheet1.xml"/>
+</Relationships>
+"""
+    row_xml = "\n".join(
+        f'<row r="{row_index}">'
+        + "".join(
+            f'<c r="{chr(65 + column_index)}{row_index}" t="inlineStr"><is><t>{cell}</t></is></c>'
+            for column_index, cell in enumerate(row)
+        )
+        + "</row>"
+        for row_index, row in enumerate(rows, start=1)
+    )
+    sheet_xml = f"""<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<worksheet xmlns="http://schemas.openxmlformats.org/spreadsheetml/2006/main">
+  <sheetData>
+    {row_xml}
+  </sheetData>
+</worksheet>
+"""
+    with ZipFile(file_path, "w") as archive:
+        archive.writestr("xl/workbook.xml", workbook_xml)
+        archive.writestr("xl/_rels/workbook.xml.rels", rels_xml)
+        archive.writestr("xl/worksheets/sheet1.xml", sheet_xml)
--- a/server/tests/test_knowledge_service.py
+++ b/server/tests/test_knowledge_service.py
@@ -28,6 +28,15 @@ def build_session() -> Session:
    return session_factory()


+def test_list_library_returns_closed_folder_icons_by_default(tmp_path) -> None:
+    service = KnowledgeService(storage_root=tmp_path)
+
+    library = service.list_library()
+
+    assert library.folders
+    assert {folder.icon for folder in library.folders} == {"mdi mdi-folder"}
+
+
 def test_reconcile_document_ingest_status_keeps_failed_when_linked_run_failed(
    tmp_path,
    monkeypatch,
--- a/server/tests/test_ontology_service.py
+++ b/server/tests/test_ontology_service.py
@@ -534,6 +534,28 @@ def test_semantic_ontology_service_maps_riding_fare_to_transport_expense_type()
        )


+def test_semantic_ontology_service_maps_taxi_ticket_reimbursement_to_transport_draft() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="送客户去机场，报销的士票",
+                user_id="pytest",
+            )
+        )
+
+        assert result.scenario == "expense"
+        assert result.intent == "draft"
+        assert any(
+            item.type == "expense_type" and item.normalized_value == "transport"
+            for item in result.entities
+        )
+        assert not any(
+            item.type == "expense_type" and item.normalized_value == "entertainment"
+            for item in result.entities
+        )
+
+
 def test_semantic_ontology_service_uses_model_parse_when_available(monkeypatch) -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
--- a/server/tests/test_orchestrator_review_flow.py
+++ b/server/tests/test_orchestrator_review_flow.py
@@ -228,6 +228,60 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
        assert continued_context["review_form_values"]["expense_type"] == "差旅费"


+def test_conversation_scope_creates_new_session_for_different_claim() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        service = AgentConversationService(db)
+        old_conversation = service.get_or_create_conversation(
+            conversation_id="conv-old-claim-scope",
+            user_id="emp-scope@example.com",
+            source="user_message",
+            context_json={
+                "session_type": "expense",
+                "draft_claim_id": "claim-old",
+                "attachment_names": ["old-hotel.pdf"],
+                "attachment_count": 1,
+                "review_form_values": {
+                    "expense_type": "住宿票",
+                    "merchant_name": "旧酒店",
+                },
+            },
+        )
+        service.append_message(
+            conversation_id=old_conversation.conversation_id,
+            role="user",
+            content="继续补充旧酒店发票",
+        )
+
+        scoped_conversation = service.get_or_create_conversation(
+            conversation_id=old_conversation.conversation_id,
+            user_id="emp-scope@example.com",
+            source="user_message",
+            context_json={
+                "session_type": "expense",
+                "draft_claim_id": "claim-current",
+            },
+        )
+        conflict_context = service.hydrate_context_json(
+            conversation=old_conversation,
+            context_json={"draft_claim_id": "claim-current"},
+            message="继续补充当前单据的火车票",
+        )
+        scoped_context = service.hydrate_context_json(
+            conversation=scoped_conversation,
+            context_json={"draft_claim_id": "claim-current"},
+            message="继续补充当前单据的火车票",
+        )
+
+        db.refresh(old_conversation)
+        assert scoped_conversation.conversation_id != old_conversation.conversation_id
+        assert scoped_conversation.draft_claim_id == "claim-current"
+        assert old_conversation.draft_claim_id == "claim-old"
+        assert conflict_context == {"draft_claim_id": "claim-current"}
+        assert scoped_context["draft_claim_id"] == "claim-current"
+        assert scoped_context["conversation_history"] == []
+
+
 def test_orchestrator_history_query_filters_location_time_and_returns_real_amount(
    monkeypatch,
 ) -> None:
@@ -322,6 +376,89 @@ def test_orchestrator_history_query_filters_location_time_and_returns_real_amoun
        assert "321.45" in response.result["answer"]


+def test_orchestrator_archive_query_filters_archived_claims_and_limits_preview(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        employee = Employee(
+            id="emp-archive-query",
+            employee_no="E9021",
+            name="归档员工",
+            email="archive-query@example.com",
+        )
+        claims = []
+        for index in range(6):
+            claims.append(
+                ExpenseClaim(
+                    id=f"claim-archive-query-{index}",
+                    claim_no=f"EXP-ARCHIVE-{index + 1:03d}",
+                    employee=employee,
+                    employee_id=employee.id,
+                    employee_name="归档员工",
+                    department_name="交付部",
+                    expense_type="travel",
+                    reason=f"归档差旅 {index + 1}",
+                    location="上海",
+                    amount=Decimal("100.00") + Decimal(index),
+                    currency="CNY",
+                    invoice_count=1,
+                    occurred_at=datetime(2026, 2, index + 1, 9, 0, tzinfo=UTC),
+                    submitted_at=datetime(2026, 2, index + 2, 10, 0, tzinfo=UTC),
+                    status="approved",
+                    approval_stage="归档入账",
+                )
+            )
+        draft_claim = ExpenseClaim(
+            id="claim-archive-query-draft",
+            claim_no="EXP-ARCHIVE-DRAFT",
+            employee=employee,
+            employee_id=employee.id,
+            employee_name="归档员工",
+            department_name="交付部",
+            expense_type="travel",
+            reason="未归档草稿",
+            location="上海",
+            amount=Decimal("999.00"),
+            currency="CNY",
+            invoice_count=0,
+            occurred_at=datetime(2026, 3, 1, 9, 0, tzinfo=UTC),
+            submitted_at=None,
+            status="draft",
+            approval_stage="待提交",
+        )
+        db.add_all([employee, *claims, draft_claim])
+        db.commit()
+
+        response = OrchestratorService(db).run(
+            OrchestratorRequest(
+                source="user_message",
+                user_id="archive-query@example.com",
+                message="帮我查询一下我的归档的单据有哪些？",
+                context_json={
+                    "client_now_iso": "2026-05-21T04:00:00.000Z",
+                    "client_timezone_offset_minutes": -480,
+                },
+            )
+        )
+
+        query_payload = response.result["query_payload"]
+        assert response.status == "succeeded"
+        assert response.trace_summary.intent == "query"
+        assert query_payload["record_count"] == 6
+        assert query_payload["preview_count"] == 5
+        assert query_payload["preview_limit"] == 5
+        assert query_payload["title"] == "最近 5 条你的归档报销单"
+        assert all(record["status"] == "approved" for record in query_payload["records"])
+        assert "EXP-ARCHIVE-DRAFT" not in [record["claim_no"] for record in query_payload["records"]]
+        assert response.result["suggested_actions"] == []
+        assert "下面先列出最近 5 条记录" in response.result["answer"]
+
+
 def test_orchestrator_expense_preview_does_not_persist_claim_before_user_action(
    monkeypatch,
 ) -> None:
--- a/server/tests/test_user_agent_service.py
+++ b/server/tests/test_user_agent_service.py
@@ -700,6 +700,37 @@ def test_user_agent_guides_riding_fare_as_transport_expense() -> None:
        assert "“交通费”" in response.review_payload.intent_summary


+def test_user_agent_keeps_taxi_ticket_for_customer_dropoff_as_transport_expense() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        message = "送客户去机场，报销的士票"
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id="pytest",
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest",
+                message=message,
+                ontology=ontology,
+                tool_payload={"draft_only": True},
+            )
+        )
+
+        assert ontology.intent == "draft"
+        assert response.review_payload is not None
+        slot_map = {item.key: item for item in response.review_payload.slot_cards}
+        assert slot_map["expense_type"].value == "交通费"
+        assert slot_map["expense_type"].normalized_value == "transport"
+        assert slot_map["reason"].value == "送客户去机场，报销的士票"
+        assert "业务招待费" not in response.review_payload.intent_summary
+        assert "客户名称" not in response.review_payload.missing_slots
+        assert "参与人员" not in response.review_payload.missing_slots
+
+
 def test_user_agent_keeps_travel_range_when_user_adds_receipts_after_text_context() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
@@ -1060,6 +1091,40 @@ def test_user_agent_returns_draft_limit_message_when_save_is_blocked() -> None:
        )


+def test_user_agent_save_draft_answer_guides_followup_to_existing_draft() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        context_json = {"review_action": "save_draft"}
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="请按当前识别信息保存报销草稿",
+                user_id="pytest",
+                context_json=context_json,
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest",
+                message="请按当前识别信息保存报销草稿",
+                ontology=ontology,
+                context_json=context_json,
+                tool_payload={
+                    "claim_id": "claim-1",
+                    "claim_no": "BX202605220001",
+                    "status": "draft",
+                    "approval_stage": "待提交",
+                },
+            )
+        )
+
+        assert response.draft_payload is not None
+        assert response.draft_payload.claim_no == "BX202605220001"
+        assert "已按您当前确认的信息保存为草稿 BX202605220001" in response.answer
+        assert "请关联这张草稿" in response.answer
+        assert "继续保存草稿" not in response.answer
+
+
 def test_user_agent_returns_submitted_draft_payload_for_review_next_step() -> None:
    session_factory = build_session_factory()
    with session_factory() as db:
@@ -2022,6 +2087,8 @@ def test_user_agent_filters_deprecated_review_risk_briefs() -> None:
 def test_user_agent_submission_blocked_risk_level_only_marks_amount_reasons_high() -> None:
    assert UserAgentService._resolve_submission_blocked_risk_level("住宿金额超出当前职级差标") == "high"
    assert UserAgentService._resolve_submission_blocked_risk_level("缺少直属领导或参与人员信息") == "warning"
+    assert UserAgentService._is_submission_exception_explanation_reason("住宿金额超出当前职级差标，且未补充超标说明。")
+    assert not UserAgentService._is_submission_exception_explanation_reason("缺少直属领导或参与人员信息")


 def test_user_agent_review_payload_shows_ai_precheck_failure_in_main_message() -> None:
@@ -2066,11 +2133,13 @@ def test_user_agent_review_payload_shows_ai_precheck_failure_in_main_message() -

        assert response.review_payload is not None
        assert response.answer == response.review_payload.body_message
-        assert response.answer.startswith("AI预审未通过：住宿金额超出当前职级差标")
-        assert "整改后再继续提交" in response.answer
+        assert response.answer.startswith("检测到当前单据存在需要说明的超标风险")
+        assert "票据会先正常归集到单据中" in response.answer
+        assert "附加说明" in response.answer
        assert response.review_payload.can_proceed is False
        blocked_brief = next(item for item in response.review_payload.risk_briefs if item.title == "提交风险提示")
        assert blocked_brief.level == "high"
+        assert "不是票据归集阻断条件" in blocked_brief.detail
        assert not any(item.title == "AI预审未通过" for item in response.review_payload.risk_briefs)


--- 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
@@ -7,91 +7,28 @@ import { useRequests } from './useRequests.js'
 import { useSystemState } from './useSystemState.js'
 import { useToast } from './useToast.js'
 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'

-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() {
  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 {
@@ -210,7 +147,14 @@ export function useAppShell() {

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

@@ -219,11 +163,35 @@ export function useAppShell() {
    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
    }
@@ -242,6 +210,7 @@ export function useAppShell() {

  async function openSmartEntry(payload = {}) {
    const conversation = await resolveSmartEntryConversation(payload)
+    const scope = resolveSmartEntryClaimScope(payload)
    smartEntryOpen.value = true

    smartEntryContext.value = {
@@ -249,7 +218,8 @@ export function useAppShell() {
      source: payload.source ?? 'workbench',
      request: payload.request ?? selectedRequest.value,
      files: Array.isArray(payload.files) ? payload.files : [],
-      conversation
+      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
@@ -3,6 +3,7 @@ export const DEFAULT_APP_VIEW_ORDER = [
  'workbench',
  'requests',
  'approval',
+  'archive',
  'policies',
  'audit',
  'logs',
@@ -14,6 +15,7 @@ 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'],
--- 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
@@ -666,6 +669,7 @@ export default {
      selectDocument,
      selectPreviewPage,
      selectedDocument,
+      resolveKnowledgeFolderIcon,
      syncingFolder,
      totalCount,
      totalPages,
--- 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/Show More
+++ b/Show More