feat(web): AI 文档详情引用解析与查询卡片增强

- 新增 aiDocumentDetailReference，统一解析 #ai-open-document-detail / #ai-open-application-detail 引用，兼容 A/R/D 短格式与 AP-/RE-/AD- 旧格式单号，提供 isBusinessDocumentReference 判定 - aiDocumentQueryModel 文档卡片接入详情引用，按申请单/报销单生成对应 href，HTML 渲染器识别单据记录表格并生成卡片链接 - PersonalWorkbenchAiMode 处理文档详情点击跳转，卡片样式重构为结构化布局并更新背景资源 - expenseApplicationPreview 补充事由字段，同步新增/更新 ai-document-detail-reference、document-query-model、html-renderer、workbench-ai-mode 等测试 - 更新公司通信费报销规则表
2026-06-21 22:49:53 +08:00
parent 3b74a330a3
commit 8b3495455b
15 changed files with 832 additions and 318 deletions
--- a/server/rules/finance-rules/公司通信费报销规则.xlsx
+++ b/server/rules/finance-rules/公司通信费报销规则.xlsx
--- a/web/src/assets/ai-document-card-bg.png
+++ b/web/src/assets/ai-document-card-bg.png
--- a/web/src/assets/styles/components/personal-workbench-ai-mode.css
+++ b/web/src/assets/styles/components/personal-workbench-ai-mode.css
@@ -1151,27 +1151,34 @@
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card) {
+  --ai-document-card-head-bg: rgba(37, 99, 235, 0.075);
  position: relative;
  display: grid;
  gap: 0;
  overflow: hidden;
  padding: 0;
-  border: 1px solid rgba(203, 213, 225, 0.76);
-  border-left: 0;
-  border-radius: 12px;
-  background: rgba(255, 255, 255, 0.96);
+  border: 0;
+  border-radius: 14px;
+  background-color: #ffffff;
+  background-image:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.72), rgba(255, 255, 255, 0.9)),
+    url("../../ai-document-card-bg.png");
+  background-position: center;
+  background-size: cover;
  box-shadow:
+    inset 0 0 0 1px rgba(203, 213, 225, 0.5),
    0 1px 2px rgba(15, 23, 42, 0.035),
-    0 10px 26px rgba(15, 23, 42, 0.045);
+    0 14px 34px rgba(15, 23, 42, 0.05);
  color: #334155;
  animation: workbenchDocumentCardReveal 360ms cubic-bezier(0.2, 0.8, 0.2, 1) both;
-  transition: border-color 180ms ease, box-shadow 180ms ease, transform 180ms ease;
+  transition: box-shadow 180ms ease, transform 180ms ease;
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card:hover) {
-  border-color: rgba(148, 163, 184, 0.72);
-  background: #ffffff;
-  box-shadow: 0 8px 22px rgba(15, 23, 42, 0.065);
+  box-shadow:
+    inset 0 0 0 1px rgba(148, 163, 184, 0.46),
+    0 1px 2px rgba(15, 23, 42, 0.04),
+    0 18px 38px rgba(15, 23, 42, 0.07);
  transform: translateY(-1px);
 }

@@ -1194,8 +1201,8 @@
  justify-content: space-between;
  gap: 16px;
  min-width: 0;
-  padding: 13px 18px;
-  background: rgba(37, 99, 235, 0.11);
+  padding: 13px 18px 13px 20px;
+  background: var(--ai-document-card-head-bg);
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card__status) {
@@ -1213,15 +1220,15 @@
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card.is-success .ai-document-card__head) {
-  background: rgba(22, 163, 74, 0.1);
+  background: rgba(22, 163, 74, 0.08);
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card.is-warning .ai-document-card__head) {
-  background: rgba(217, 119, 6, 0.12);
+  background: rgba(217, 119, 6, 0.09);
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card.is-danger .ai-document-card__head) {
-  background: rgba(220, 38, 38, 0.1);
+  background: rgba(220, 38, 38, 0.08);
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card.is-pending .ai-document-card__status) {
@@ -1242,9 +1249,9 @@

 .workbench-ai-answer-markdown :deep(.ai-document-card__body) {
  display: grid;
-  gap: 14px;
+  gap: 15px;
  min-width: 0;
-  padding: 16px 18px 18px;
+  padding: 15px 18px 18px;
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card__reason) {
@@ -1271,12 +1278,68 @@
  color: #991b1b;
 }

+.workbench-ai-answer-markdown :deep(.ai-document-card--application) {
+  --ai-document-card-head-bg: rgba(37, 99, 235, 0.075);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--application .ai-document-card__head) {
+  background: var(--ai-document-card-head-bg);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--application .ai-document-card__reason) {
+  color: #1e40af;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--reimbursement) {
+  --ai-document-card-head-bg: rgba(13, 148, 136, 0.075);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--reimbursement .ai-document-card__head) {
+  background: var(--ai-document-card-head-bg);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--reimbursement .ai-document-card__reason) {
+  color: #0f766e;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--approval-task) {
+  --ai-document-card-head-bg: rgba(245, 158, 11, 0.1);
+  box-shadow:
+    inset 0 0 0 1px rgba(245, 158, 11, 0.18),
+    0 1px 2px rgba(120, 53, 15, 0.04),
+    0 14px 34px rgba(120, 53, 15, 0.06);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--approval-task .ai-document-card__head) {
+  background: var(--ai-document-card-head-bg);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--approval-task .ai-document-card__reason) {
+  color: #92400e;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card--approval-task .ai-document-card__status) {
+  min-height: 26px;
+  padding: 0 10px;
+  border-radius: 999px;
+  background: rgba(245, 158, 11, 0.18);
+  color: #b45309;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__summary),
 .workbench-ai-answer-markdown :deep(.ai-document-card__details) {
  display: grid;
  grid-template-columns: repeat(2, minmax(0, 1fr));
  gap: 12px 28px;
-  padding-top: 2px;
-  border-top: 1px solid rgba(203, 213, 225, 0.76);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__summary) {
+  padding-bottom: 14px;
+  border-bottom: 1px solid rgba(203, 213, 225, 0.76);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__details) {
+  padding-top: 1px;
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card__field) {
@@ -1288,7 +1351,11 @@
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card__field--action) {
-  grid-column: 1 / -1;
+  align-items: center;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__field--wide) {
+  align-items: flex-start;
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card__label) {
@@ -1373,109 +1440,6 @@
  font-weight: 850;
 }

-.workbench-ai-answer-markdown :deep(.ai-html-record-list) {
-  display: grid;
-  gap: 10px;
-  margin-top: 18px;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-item) {
-  display: grid;
-  grid-template-columns: minmax(220px, 1.15fr) minmax(260px, 0.85fr) auto;
-  gap: 16px;
-  align-items: center;
-  padding: 15px 16px;
-  border: 1px solid rgba(203, 213, 225, 0.86);
-  border-left: 3px solid #60a5fa;
-  border-radius: 14px;
-  background:
-    linear-gradient(180deg, rgba(255, 255, 255, 0.98), rgba(248, 250, 252, 0.9));
-  box-shadow: 0 8px 20px rgba(15, 23, 42, 0.045);
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-main) {
-  min-width: 0;
-  display: grid;
-  gap: 5px;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-kicker) {
-  width: fit-content;
-  max-width: 100%;
-  padding: 2px 8px;
-  border-radius: 999px;
-  background: rgba(37, 99, 235, 0.08);
-  color: #1d4ed8;
-  font-size: 12px;
-  font-weight: 850;
-  line-height: 1.35;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-id) {
-  color: #0f172a;
-  font-family: ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, "Liberation Mono", monospace;
-  font-size: 15px;
-  font-weight: 860;
-  line-height: 1.45;
-  overflow-wrap: anywhere;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-reason) {
-  color: #475569;
-  font-size: 14px;
-  font-weight: 660;
-  line-height: 1.55;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-meta) {
-  min-width: 0;
-  display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(112px, 1fr));
-  gap: 10px;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-meta-item) {
-  min-width: 0;
-  display: grid;
-  gap: 2px;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-meta-item small) {
-  color: #94a3b8;
-  font-size: 12px;
-  font-weight: 760;
-  line-height: 1.3;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-meta-item b) {
-  color: #334155;
-  font-size: 14px;
-  font-weight: 780;
-  line-height: 1.45;
-  overflow-wrap: anywhere;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-action) {
-  justify-self: end;
-  display: inline-flex;
-  align-items: center;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-action .ai-html-action-link) {
-  min-height: 32px;
-  padding: 0 15px;
-  border-radius: 10px;
-  background: #2563eb;
-  color: #ffffff;
-  box-shadow: none;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-html-record-action .ai-html-action-link:hover) {
-  background: #1d4ed8;
-  color: #ffffff;
-  transform: translateY(-1px);
-}
-
 .workbench-ai-answer-markdown :deep(.ai-html-action-link.is-disabled) {
  cursor: not-allowed;
  pointer-events: none;
@@ -1484,12 +1448,6 @@
  box-shadow: none;
 }

-.workbench-ai-answer-markdown :deep(.ai-html-record-action .ai-html-action-link.is-disabled:hover) {
-  background: rgba(100, 116, 139, 0.14);
-  color: #64748b;
-  transform: none;
-}
-
 .workbench-ai-answer-markdown :deep(.ai-html-image-frame) {
  margin: 0;
  overflow: hidden;
@@ -1547,6 +1505,29 @@
  color: #1e40af;
 }

+.workbench-ai-answer-markdown :deep(.ai-document-card__field--action .ai-document-card__action) {
+  min-height: 26px;
+  padding: 0;
+  border-radius: 0;
+  background: transparent;
+  color: #1d4ed8;
+  font-size: 14px;
+  font-weight: 820;
+  box-shadow: none;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__field--action .ai-document-card__action:hover) {
+  background: transparent;
+  color: #1e40af;
+  text-decoration: underline;
+  transform: none;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__field--action .ai-document-card__action.is-disabled) {
+  background: transparent;
+  color: #64748b;
+}
+
@keyframes workbenchDocumentCardReveal {
  from {
    opacity: 0;
@@ -1566,15 +1547,6 @@
 }

@media (max-width: 720px) {
-  .workbench-ai-answer-markdown :deep(.ai-html-record-item) {
-    grid-template-columns: 1fr;
-    align-items: stretch;
-  }
-
-  .workbench-ai-answer-markdown :deep(.ai-html-record-action) {
-    justify-self: start;
-  }
-
  .workbench-ai-answer-markdown :deep(.ai-document-card) {
    padding: 0;
  }
@@ -1595,15 +1567,17 @@
    gap: 10px;
  }

+  .workbench-ai-answer-markdown :deep(.ai-document-card__summary) {
+    grid-template-columns: 1fr;
+    gap: 10px;
+    padding-bottom: 12px;
+  }
+
  .workbench-ai-answer-markdown :deep(.ai-document-card__field) {
    grid-template-columns: 76px minmax(0, 1fr);
    gap: 10px;
  }

-  .workbench-ai-answer-markdown :deep(.ai-document-card__field--action) {
-    grid-column: auto;
-  }
-
  .workbench-ai-answer-markdown :deep(.ai-document-card__number) {
    text-align: left;
  }
--- a/web/src/components/business/PersonalWorkbenchAiMode.vue
+++ b/web/src/components/business/PersonalWorkbenchAiMode.vue
@@ -727,8 +727,15 @@ import {
  buildAiDocumentQueryConditionSummary,
  buildAiDocumentQueryMessage,
  filterAiDocumentQueryRecords,
+  mergeAiDocumentQueryPayloads,
  resolveAiDocumentQueryIntent
 } from '../../utils/aiDocumentQueryModel.js'
+import {
+  AI_APPLICATION_DETAIL_HREF_PREFIX,
+  buildAiDocumentDetailRequest,
+  parseAiApplicationDetailHref,
+  parseAiDocumentDetailHref
+} from '../../utils/aiDocumentDetailReference.js'
 import {
  buildRequiredApplicationActions,
  buildRequiredApplicationMissingText,
@@ -780,9 +787,6 @@ const INLINE_ANSWER_STREAM_CHUNK_SIZE = 6
 const INLINE_ANSWER_STREAM_DELAY_MS = 24
 const INLINE_AUTO_SCROLL_THRESHOLD = 96
 const INLINE_LAYOUT_SETTLE_SCROLL_DELAY_MS = 260
-const AI_DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
-const AI_APPLICATION_DETAIL_HREF_PREFIX = '#ai-open-application-detail:'
-
 const {
  applicationPreviewEditor,
  resolveApplicationPreviewEditorControl,
@@ -1269,6 +1273,27 @@ function normalizeInlineApplicationResultTableCell(value, fallback = '-') {
  return text || fallback
 }

+const INLINE_APPLICATION_STATUS_LABELS = {
+  draft: '草稿',
+  submitted: '审批中',
+  pending: '待处理',
+  approved: '已审批',
+  completed: '已完成',
+  archived: '已归档',
+  returned: '已退回',
+  rejected: '已驳回',
+  pending_payment: '待付款',
+  paid: '已付款'
+}
+
+function normalizeInlineApplicationStatusLabel(value, fallback = '') {
+  const text = String(value || '').trim()
+  if (!text) {
+    return fallback
+  }
+  return INLINE_APPLICATION_STATUS_LABELS[text.toLowerCase()] || text
+}
+
 function buildInlineApplicationActionDetailHref(reference = '') {
  const source = reference && typeof reference === 'object' ? reference : { reference }
  const claimId = String(source.claimId || source.claim_id || source.id || '').trim()
@@ -1289,11 +1314,63 @@ function buildInlineApplicationActionDetailHref(reference = '') {

 function resolveInlineApplicationActionDocumentInfo(draftPayload = {}) {
  const source = draftPayload && typeof draftPayload === 'object' ? draftPayload : {}
+  const body = String(source.body || source.markdown || '').trim()
+  const resolveBodyField = (labels = []) => {
+    for (const label of labels) {
+      const pattern = new RegExp(`${label}\\s*[：:]\\s*([^\\n|]+)`, 'u')
+      const match = body.match(pattern)
+      if (match?.[1]) {
+        return String(match[1]).replace(/\*\*/g, '').trim()
+      }
+    }
+    return ''
+  }
+  const startDate = String(source.start_date || source.startDate || source.trip_start_date || source.tripStartDate || '').trim()
+  const endDate = String(source.end_date || source.endDate || source.trip_end_date || source.tripEndDate || '').trim()
+  const dateText = String(
+    source.business_time ||
+      source.businessTime ||
+      source.time ||
+      source.occurred_at ||
+      source.occurredAt ||
+      source.apply_time ||
+      source.applyTime ||
+      ''
+  ).trim()
+  const rangeText = startDate && endDate && startDate !== endDate
+    ? `${startDate} 至 ${endDate}`
+    : startDate || endDate
  return {
    claimNo: String(source.claim_no || source.claimNo || source.document_no || source.documentNo || '').trim(),
    claimId: String(source.claim_id || source.claimId || source.id || '').trim(),
-    statusLabel: String(source.status_label || source.statusLabel || source.status || '').trim(),
+    statusLabel: normalizeInlineApplicationStatusLabel(source.status_label || source.statusLabel || source.status),
    approvalStage: String(source.approval_stage || source.approvalStage || '').trim(),
+    dateLabel: rangeText || dateText || resolveBodyField(['时间', '日期', '申请时间']) || '待补充',
+    locationLabel: String(
+      source.location ||
+        source.application_location ||
+        source.applicationLocation ||
+        source.destination ||
+        source.destination_city ||
+        source.destinationCity ||
+        ''
+    ).trim() || resolveBodyField(['地点', '目的地']) || '待补充',
+    reasonLabel: String(
+      source.reason ||
+        source.business_reason ||
+        source.businessReason ||
+        source.description ||
+        source.title ||
+        ''
+    ).trim() || resolveBodyField(['事由', '事件', '申请事由']) || '待补充',
+    amountLabel: String(
+      source.amount ||
+        source.application_amount ||
+        source.applicationAmount ||
+        source.estimated_amount ||
+        source.estimatedAmount ||
+        ''
+    ).trim() || resolveBodyField(['金额', '预计金额', '申请金额']) || '-',
    documentTypeLabel: String(
      source.document_type_label ||
        source.documentTypeLabel ||
@@ -1311,10 +1388,11 @@ function buildInlineApplicationResultTable(draftPayload = {}, options = {}) {
  const reference = info.claimNo || info.claimId
  const href = buildInlineApplicationActionDetailHref(info)
  const actionText = href ? `[查看](${href})` : '-'
+  const statusLabel = normalizeInlineApplicationStatusLabel(info.statusLabel, options.statusLabel)
  return [
-    '| 单据类型 | 单据编号 | 单据状态 | 当前节点 | 操作 |',
-    '| --- | --- | --- | --- | --- |',
-    `| ${normalizeInlineApplicationResultTableCell(info.documentTypeLabel || options.documentTypeLabel, '出差申请')} | ${normalizeInlineApplicationResultTableCell(reference)} | ${normalizeInlineApplicationResultTableCell(info.statusLabel || options.statusLabel)} | ${normalizeInlineApplicationResultTableCell(info.approvalStage || options.stageLabel)} | ${actionText} |`
+    '| 单据类型 | 单据编号 | 单据状态 | 当前节点 | 日期 | 地点 | 事由 | 金额 | 操作 |',
+    '| --- | --- | --- | --- | --- | --- | --- | --- | --- |',
+    `| ${normalizeInlineApplicationResultTableCell(info.documentTypeLabel || options.documentTypeLabel, '出差申请')} | ${normalizeInlineApplicationResultTableCell(reference)} | ${normalizeInlineApplicationResultTableCell(statusLabel)} | ${normalizeInlineApplicationResultTableCell(info.approvalStage || options.stageLabel)} | ${normalizeInlineApplicationResultTableCell(info.dateLabel)} | ${normalizeInlineApplicationResultTableCell(info.locationLabel)} | ${normalizeInlineApplicationResultTableCell(info.reasonLabel)} | ${normalizeInlineApplicationResultTableCell(info.amountLabel, '-')} | ${actionText} |`
  ].join('\n')
 }

@@ -1331,7 +1409,7 @@ function buildInlineApplicationPreviewActionResultText(actionType, payload = {})
        stageLabel: approvalStage || '直属领导审批',
        documentTypeLabel: '出差申请'
      }),
-      '需要查看完整详情时，请点击列表最后一列的“查看”进入单据详情。'
+      '需要查看完整详情时，请点击卡片“操作”行的“查看”进入单据详情。'
    ].filter(Boolean).join('\n\n')
  }
  return [
@@ -1342,7 +1420,7 @@ function buildInlineApplicationPreviewActionResultText(actionType, payload = {})
      stageLabel: '待提交',
      documentTypeLabel: '出差申请'
    }),
-    '后续请点击表格最后一列的“查看”进入详情页继续核对。'
+    '后续请点击卡片“操作”行的“查看”进入详情页继续核对。'
  ].filter(Boolean).join('\n\n')
 }

@@ -1935,74 +2013,6 @@ async function fetchInlineStewardPlan(messageId, payload) {
  }
 }

-function parseAiDocumentDetailHref(href = '') {
-  const value = String(href || '').trim()
-  if (!value.startsWith(AI_DOCUMENT_DETAIL_HREF_PREFIX)) {
-    return null
-  }
-  const encodedReference = value.slice(AI_DOCUMENT_DETAIL_HREF_PREFIX.length)
-  if (!encodedReference) {
-    return null
-  }
-  try {
-    const reference = decodeURIComponent(encodedReference).trim()
-    return reference ? { reference } : null
-  } catch {
-    return { reference: encodedReference }
-  }
-}
-
-function parseAiApplicationDetailHref(href = '') {
-  const value = String(href || '').trim()
-  if (!value.startsWith(AI_APPLICATION_DETAIL_HREF_PREFIX)) {
-    return null
-  }
-  const encodedReference = value.slice(AI_APPLICATION_DETAIL_HREF_PREFIX.length)
-  if (!encodedReference) {
-    return null
-  }
-  let reference = ''
-  try {
-    reference = decodeURIComponent(encodedReference).trim()
-  } catch {
-    reference = encodedReference.trim()
-  }
-  if (!reference) {
-    return null
-  }
-  const params = new URLSearchParams(reference)
-  const claimId = String(params.get('claim_id') || '').trim()
-  const claimNo = String(params.get('claim_no') || '').trim()
-  if (claimId || claimNo) {
-    return {
-      reference: claimNo || claimId,
-      claimId,
-      claimNo
-    }
-  }
-  return { reference }
-}
-
-function buildAiDocumentDetailRequest(detailReference = {}) {
-  const reference = String(detailReference.reference || '').trim()
-  const claimId = String(detailReference.claimId || detailReference.claim_id || '').trim()
-  const claimNo = String(detailReference.claimNo || detailReference.claim_no || '').trim()
-  const lookupReference = claimId || reference
-  const displayReference = claimNo || reference
-  const isApplication = /^APP?-/i.test(displayReference) || Boolean(claimId || claimNo)
-  return {
-    id: lookupReference,
-    claimId: claimId || reference,
-    claimNo: claimNo || reference,
-    documentNo: displayReference,
-    documentType: isApplication ? 'application' : 'reimbursement',
-    documentTypeCode: isApplication ? 'application' : 'reimbursement',
-    detailLookupOnly: true,
-    source: 'workbench',
-    returnTo: 'workbench'
-  }
-}
-
 function handleAiAnswerMarkdownClick(event) {
  const target = event?.target
  const link = target?.closest?.('a[href^="#ai-open-document-detail:"], a[href^="#ai-open-application-detail:"]')
@@ -2055,6 +2065,47 @@ function failAiDocumentQueryEvents(events) {
  }))
 }

+function resolveAiDocumentQueryFetchPendingText(intent = {}) {
+  if (intent.source === 'approval') {
+    return '等待调用待我审核单据接口。'
+  }
+  if (intent.source === 'mine') {
+    return '等待调用我名下单据接口。'
+  }
+  return '等待同时调用我名下单据和待我审核单据接口。'
+}
+
+function resolveAiDocumentQueryFetchRunningText(intent = {}) {
+  if (intent.source === 'approval') {
+    return '正在查询待我审核的单据，接口范围为待办/待审单据列表。'
+  }
+  if (intent.source === 'mine') {
+    return '正在查询我名下的单据，接口范围为当前用户本人单据列表。'
+  }
+  return '正在查询我可见的单据，接口范围包含我名下单据和待我审核单据列表。'
+}
+
+async function fetchAiDocumentQueryPayload(intent = {}) {
+  const requestParams = { page: 1, pageSize: 100 }
+  if (intent.source === 'approval') {
+    return fetchApprovalExpenseClaims(requestParams)
+  }
+  if (intent.source === 'mine') {
+    return fetchExpenseClaims(requestParams)
+  }
+  const [ownPayload, approvalPayload] = await Promise.all([
+    fetchExpenseClaims(requestParams),
+    fetchApprovalExpenseClaims(requestParams)
+  ])
+  return mergeAiDocumentQueryPayloads(
+    ownPayload,
+    {
+      items: extractExpenseClaimItems(approvalPayload),
+      querySource: 'approval'
+    }
+  )
+}
+
 async function handleAiDocumentQueryIntent(prompt, pendingMessage) {
  const intent = resolveAiDocumentQueryIntent(prompt)
  if (!intent) {
@@ -2072,7 +2123,7 @@ async function handleAiDocumentQueryIntent(prompt, pendingMessage) {
    {
      eventId: 'document-query-fetch',
      title: '查询业务单据接口',
-      content: intent.source === 'approval' ? '等待调用待我审核单据接口。' : '等待调用我名下单据接口。',
+      content: resolveAiDocumentQueryFetchPendingText(intent),
      status: 'pending'
    },
    {
@@ -2090,9 +2141,7 @@ async function handleAiDocumentQueryIntent(prompt, pendingMessage) {
    event.eventId === 'document-query-fetch'
      ? {
          ...event,
-          content: intent.source === 'approval'
-            ? '正在查询待我审核的单据，接口范围为待办/待审单据列表。'
-            : '正在查询我名下的单据，接口范围为当前用户可见单据列表。',
+          content: resolveAiDocumentQueryFetchRunningText(intent),
          status: 'running'
        }
      : event
@@ -2100,9 +2149,7 @@ async function handleAiDocumentQueryIntent(prompt, pendingMessage) {
  await updateAiDocumentQueryThinking(pendingMessage, thinkingEvents)

  try {
-    const payload = intent.source === 'approval'
-      ? await fetchApprovalExpenseClaims({ page: 1, pageSize: 100 })
-      : await fetchExpenseClaims({ page: 1, pageSize: 100 })
+    const payload = await fetchAiDocumentQueryPayload(intent)
    const rawCount = extractExpenseClaimItems(payload).length
    const filteredRecords = filterAiDocumentQueryRecords(payload, intent)
    thinkingEvents = completeAiDocumentQueryEvent(
--- a/web/src/utils/aiConversationHtmlRenderer.js
+++ b/web/src/utils/aiConversationHtmlRenderer.js
@@ -25,6 +25,18 @@ const DELETED_APPLICATION_DETAIL_HREF_PREFIX = '#ai-deleted-application-detail:'
 const DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
 const TRUSTED_HTML_BLOCK_RE = /<!--\s*ai-trusted-html:start\s*-->\s*([\s\S]*?)\s*<!--\s*ai-trusted-html:end\s*-->/g
 const TRUSTED_HTML_PLACEHOLDER_PREFIX = 'AI_TRUSTED_HTML_BLOCK_'
+const DOCUMENT_STATUS_LABELS = {
+  draft: '草稿',
+  submitted: '审批中',
+  pending: '待处理',
+  approved: '已审批',
+  completed: '已完成',
+  archived: '已归档',
+  returned: '已退回',
+  rejected: '已驳回',
+  pending_payment: '待付款',
+  paid: '已付款'
+}
 const TRUSTED_HTML_ALLOWED_TAGS = new Set([
  'section',
  'article',
@@ -518,6 +530,29 @@ function hasMeaningfulTableValue(value = '') {
  return Boolean(text && text !== '-')
 }

+function normalizeDocumentStatusLabel(status = '') {
+  const text = String(status || '').trim()
+  if (!text || text === '-') {
+    return ''
+  }
+  return DOCUMENT_STATUS_LABELS[text.toLowerCase()] || text
+}
+
+function resolveDocumentRecordTone(status = '', stage = '') {
+  const normalizedStatus = normalizeDocumentStatusLabel(status)
+  const text = `${normalizedStatus || String(status || '')} ${String(stage || '')}`.trim()
+  if (/已删除|已驳回|驳回|拒绝|失败/.test(text)) {
+    return 'is-danger'
+  }
+  if (/已审批|审批通过|已完成|已归档|已付款|已支付|可通过/.test(text)) {
+    return 'is-success'
+  }
+  if (/草稿|待提交|待补充|已退回|退回/.test(text)) {
+    return 'is-warning'
+  }
+  return 'is-pending'
+}
+
 function isDocumentRecordTable(normalizedHeader = []) {
  return (
    normalizedHeader.includes('单据编号') &&
@@ -526,15 +561,32 @@ function isDocumentRecordTable(normalizedHeader = []) {
  )
 }

-function renderRecordMeta(label = '', value = '') {
+function renderDocumentCardField(label = '', value = '', options = {}) {
  if (!hasMeaningfulTableValue(value)) {
    return ''
  }
+  const valueClass = options.valueClass ? ` ${options.valueClass}` : ''
  return [
-    '<span class="ai-html-record-meta-item">',
-    `<small>${escapeHtml(label)}</small>`,
-    `<b>${renderInlineHtml(value)}</b>`,
-    '</span>'
+    `<div class="ai-document-card__field${options.fieldClass ? ` ${options.fieldClass}` : ''}">`,
+    `<span class="ai-document-card__label">${escapeHtml(label)}</span>`,
+    `<strong class="ai-document-card__value${valueClass}">${renderInlineHtml(value)}</strong>`,
+    '</div>'
+  ].join('')
+}
+
+function renderDocumentCardAction(action = '') {
+  if (!hasMeaningfulTableValue(action)) {
+    return ''
+  }
+  const actionHtml = renderInlineHtml(action).replace(
+    /class="ai-html-action-link\s+/g,
+    'class="ai-html-action-link ai-document-card__action '
+  )
+  return [
+    '<div class="ai-document-card__field ai-document-card__field--action">',
+    '<span class="ai-document-card__label">操作</span>',
+    actionHtml,
+    '</div>'
  ].join('')
 }

@@ -543,32 +595,50 @@ function renderDocumentRecordList(header = [], bodyRows = []) {
  const items = bodyRows.map((row) => {
    const documentType = resolveTableCell(row, normalizedHeader, ['单据类型'])
    const documentNo = resolveTableCell(row, normalizedHeader, ['单据编号'])
-    const applyTime = resolveTableCell(row, normalizedHeader, ['申请时间'])
-    const status = resolveTableCell(row, normalizedHeader, ['单据状态', '状态'])
+    const applyTime = resolveTableCell(row, normalizedHeader, ['申请时间', '日期', '时间'])
+    const location = resolveTableCell(row, normalizedHeader, ['地点', '目的地'])
+    const amount = resolveTableCell(row, normalizedHeader, ['金额', '预计金额', '报销金额'])
+    const status = normalizeDocumentStatusLabel(resolveTableCell(row, normalizedHeader, ['单据状态', '状态']))
    const stage = resolveTableCell(row, normalizedHeader, ['当前节点'])
    const reason = resolveTableCell(row, normalizedHeader, ['事由'])
    const action = resolveTableCell(row, normalizedHeader, ['操作'])
+    const tone = resolveDocumentRecordTone(status, stage)
+    const title = documentType || reason || documentNo || '单据详情'
+    const summarySecondField = amount
+      ? renderDocumentCardField('金额', amount, { valueClass: 'ai-document-card__amount' })
+      : renderDocumentCardField('当前节点', stage || status || '待确认')
+    const summaryHtml = [
+      renderDocumentCardField('日期', applyTime || '待补充'),
+      summarySecondField
+    ].join('')
+    const detailsHtml = [
+      renderDocumentCardField('地点', location || '待补充'),
+      renderDocumentCardField('单据编号', documentNo, { valueClass: 'ai-document-card__number' }),
+      renderDocumentCardField('事由', reason || '待补充'),
+      amount ? renderDocumentCardField('当前节点', stage || status || '待确认') : '',
+      renderDocumentCardAction(action),
+      renderDocumentCardField('单据类型', documentType)
+    ].join('')
    return [
-      '<article class="ai-html-record-item" role="listitem">',
-      '<div class="ai-html-record-main">',
-      hasMeaningfulTableValue(documentType) ? `<span class="ai-html-record-kicker">${renderInlineHtml(documentType)}</span>` : '',
-      hasMeaningfulTableValue(documentNo) ? `<strong class="ai-html-record-id">${renderInlineHtml(documentNo)}</strong>` : '',
-      hasMeaningfulTableValue(reason) ? `<p class="ai-html-record-reason">${renderInlineHtml(reason)}</p>` : '',
+      `<article class="ai-document-card ${tone}" role="listitem" aria-label="单据详情">`,
+      '<header class="ai-document-card__head">',
+      `<strong class="ai-document-card__reason">${renderInlineHtml(title)}</strong>`,
+      hasMeaningfulTableValue(status) ? `<span class="ai-document-card__status">${renderInlineHtml(status)}</span>` : '',
+      '</header>',
+      '<div class="ai-document-card__body">',
+      summaryHtml ? `<div class="ai-document-card__summary">${summaryHtml}</div>` : '',
+      '<div class="ai-document-card__details">',
+      detailsHtml,
      '</div>',
-      '<div class="ai-html-record-meta">',
-      renderRecordMeta('申请时间', applyTime),
-      renderRecordMeta('状态', status),
-      renderRecordMeta('当前节点', stage),
      '</div>',
-      hasMeaningfulTableValue(action) ? `<div class="ai-html-record-action">${renderInlineHtml(action)}</div>` : '',
      '</article>'
    ].join('')
  }).filter(Boolean)

  return [
-    '<div class="ai-html-record-list" role="list">',
+    '<section class="ai-document-card-list" role="list" aria-label="单据结果">',
    ...items,
-    '</div>'
+    '</section>'
  ].join('')
 }

--- a/web/src/utils/aiDocumentDetailReference.js
+++ b/web/src/utils/aiDocumentDetailReference.js
@@ -0,0 +1,141 @@
+import { isApplicationDocumentNo } from './documentClassification.js'
+
+export const AI_DOCUMENT_DETAIL_HREF_PREFIX = '#ai-open-document-detail:'
+export const AI_APPLICATION_DETAIL_HREF_PREFIX = '#ai-open-application-detail:'
+
+const SHORT_BUSINESS_DOCUMENT_NO_PATTERN = /^(?:A|R|D)[A-HJ-NP-Z2-9]{8}$/
+const LEGACY_BUSINESS_DOCUMENT_NO_PATTERN = /^(?:AP|APP|RE|AD|EXP|CL|BX)-/
+
+function normalizeText(value = '') {
+  return String(value ?? '').trim()
+}
+
+export function isBusinessDocumentReference(value = '') {
+  const text = normalizeText(value)
+  return Boolean(
+    text &&
+    (
+      SHORT_BUSINESS_DOCUMENT_NO_PATTERN.test(text) ||
+      LEGACY_BUSINESS_DOCUMENT_NO_PATTERN.test(text)
+    )
+  )
+}
+
+function parseDetailReferencePayload(reference = '', options = {}) {
+  const text = normalizeText(reference)
+  if (!text) {
+    return null
+  }
+
+  const params = new URLSearchParams(text)
+  const claimId = normalizeText(params.get('claim_id') || params.get('claimId'))
+  const claimNo = normalizeText(
+    params.get('claim_no') ||
+    params.get('claimNo') ||
+    params.get('document_no') ||
+    params.get('documentNo')
+  )
+  const documentType = normalizeText(options.documentType)
+
+  if (claimId || claimNo) {
+    return {
+      reference: claimNo || claimId,
+      claimId,
+      claimNo,
+      ...(documentType ? { documentType } : {})
+    }
+  }
+
+  return {
+    reference: text,
+    ...(documentType ? { documentType } : {})
+  }
+}
+
+function parseAiDetailHref(href = '', prefix = '', options = {}) {
+  const value = normalizeText(href)
+  if (!value.startsWith(prefix)) {
+    return null
+  }
+  const encodedReference = value.slice(prefix.length)
+  if (!encodedReference) {
+    return null
+  }
+  try {
+    return parseDetailReferencePayload(decodeURIComponent(encodedReference), options)
+  } catch {
+    return parseDetailReferencePayload(encodedReference, options)
+  }
+}
+
+export function parseAiDocumentDetailHref(href = '') {
+  return parseAiDetailHref(href, AI_DOCUMENT_DETAIL_HREF_PREFIX)
+}
+
+export function parseAiApplicationDetailHref(href = '') {
+  return parseAiDetailHref(href, AI_APPLICATION_DETAIL_HREF_PREFIX, { documentType: 'application' })
+}
+
+function resolveExplicitClaimId(source = {}) {
+  const claimNo = normalizeText(source.claimNo || source.claim_no || source.documentNo || source.document_no)
+  const rawClaimId = normalizeText(source.claimId || source.claim_id || source.id)
+  if (!rawClaimId || rawClaimId === claimNo || isBusinessDocumentReference(rawClaimId)) {
+    return ''
+  }
+  return rawClaimId
+}
+
+export function buildAiDocumentDetailHref(source = {}, options = {}) {
+  const prefix = normalizeText(options.prefix) || AI_DOCUMENT_DETAIL_HREF_PREFIX
+  const claimId = resolveExplicitClaimId(source)
+  const claimNo = normalizeText(source.claimNo || source.claim_no || source.documentNo || source.document_no)
+  const fallback = normalizeText(source.reference)
+
+  if (claimId || claimNo) {
+    const params = new URLSearchParams()
+    if (claimId) {
+      params.set('claim_id', claimId)
+    }
+    if (claimNo) {
+      params.set('claim_no', claimNo)
+    }
+    return `${prefix}${encodeURIComponent(params.toString())}`
+  }
+
+  return fallback ? `${prefix}${encodeURIComponent(fallback)}` : ''
+}
+
+export function buildAiDocumentDetailRequest(detailReference = {}) {
+  const reference = normalizeText(detailReference.reference)
+  const explicitClaimId = resolveExplicitClaimId(detailReference)
+  const explicitClaimNo = normalizeText(
+    detailReference.claimNo ||
+    detailReference.claim_no ||
+    detailReference.documentNo ||
+    detailReference.document_no
+  )
+  const referenceIsBusinessNo = isBusinessDocumentReference(reference)
+  const claimId = explicitClaimId || (!referenceIsBusinessNo ? reference : '')
+  const claimNo = explicitClaimNo || (referenceIsBusinessNo ? reference : '')
+  const lookupReference = claimId || claimNo || reference
+  const displayReference = claimNo || reference || lookupReference
+  const documentTypeCode = normalizeText(
+    detailReference.documentTypeCode ||
+    detailReference.document_type_code ||
+    detailReference.documentType ||
+    detailReference.document_type
+  ).toLowerCase()
+  const isApplication = documentTypeCode === 'application' || isApplicationDocumentNo(displayReference)
+
+  return {
+    id: lookupReference,
+    claimId,
+    claimNo,
+    documentNo: displayReference,
+    documentType: isApplication ? 'application' : 'reimbursement',
+    documentTypeCode: isApplication ? 'application' : 'reimbursement',
+    detailLookupOnly: true,
+    source: 'workbench',
+    returnTo: 'workbench'
+  }
+}
--- a/web/src/utils/aiDocumentQueryModel.js
+++ b/web/src/utils/aiDocumentQueryModel.js
@@ -1,4 +1,5 @@
 import { extractExpenseClaimItems } from '../services/reimbursements.js'
+import { buildAiDocumentDetailHref } from './aiDocumentDetailReference.js'
 import { isApplicationDocumentNo } from './documentClassification.js'

 const DOCUMENT_QUERY_LIMIT = 8
@@ -66,6 +67,14 @@ function normalizeText(value) {
  return String(value ?? '').trim()
 }

+function resolveStatusDisplayLabel(value = '') {
+  const text = normalizeText(value)
+  if (!text) {
+    return ''
+  }
+  return STATUS_LABELS[text.toLowerCase()] || text
+}
+
 function escapeHtml(value = '') {
  return String(value || '')
    .replace(/&/g, '&amp;')
@@ -279,9 +288,15 @@ function resolveSource(prompt) {
      sourceLabel: '待我审核的单据'
    }
  }
+  if (/我名下|我发起|我提交|我创建|我的申请|我的报销/.test(text)) {
+    return {
+      source: 'mine',
+      sourceLabel: '我的单据'
+    }
+  }
  return {
-    source: 'mine',
-    sourceLabel: '我的单据'
+    source: 'accessible',
+    sourceLabel: '我可见的单据'
  }
 }

@@ -323,6 +338,36 @@ function resolveClaimId(claim = {}) {
  return normalizeText(claim.id || claim.claim_id || claim.claimId || resolveDocumentNo(claim))
 }

+export function mergeAiDocumentQueryPayloads(...payloads) {
+  const records = []
+  const seen = new Set()
+
+  payloads.forEach((payload) => {
+    const querySource = normalizeText(payload?.querySource || payload?.aiQuerySource || payload?.ai_query_source)
+    extractExpenseClaimItems(payload).forEach((claim) => {
+      const normalizedClaim = querySource
+        ? { ...claim, ai_query_source: querySource }
+        : claim
+      const documentNo = resolveDocumentNo(normalizedClaim)
+      const claimId = resolveClaimId(normalizedClaim)
+      const documentType = resolveDocumentTypeCode(normalizedClaim)
+      const stableId = documentNo || claimId
+      if (!stableId) {
+        records.push(normalizedClaim)
+        return
+      }
+      const key = `${documentType}:${stableId}`
+      if (seen.has(key)) {
+        return
+      }
+      seen.add(key)
+      records.push(normalizedClaim)
+    })
+  })
+
+  return records
+}
+
 function resolveDocumentTypeCode(claim = {}) {
  const explicitType = normalizeText(
    claim.document_type_code
@@ -346,7 +391,10 @@ function resolveDocumentTypeCode(claim = {}) {

 function resolveStatusLabel(claim = {}) {
  const key = normalizeText(claim.status || claim.state || claim.approval_status || claim.approvalStatus).toLowerCase()
-  return normalizeText(claim.status_label || claim.statusLabel || claim.approval_stage || claim.approvalStage) || STATUS_LABELS[key] || '待确认'
+  const explicitLabel = resolveStatusDisplayLabel(
+    claim.status_label || claim.statusLabel || claim.approval_stage || claim.approvalStage
+  )
+  return explicitLabel || STATUS_LABELS[key] || '待确认'
 }

 // 状态语义化分类，驱动卡片着色：进行中 / 正向终态 / 需关注 / 异常终态
@@ -368,6 +416,28 @@ function resolveStatusKey(claim = {}) {
  return normalizeText(claim.status || claim.state || claim.approval_status || claim.approvalStatus).toLowerCase()
 }

+function resolveRecordQuerySource(claim = {}, intent = {}) {
+  return normalizeText(
+    claim.ai_query_source
+      || claim.aiQuerySource
+      || claim.querySource
+      || (intent.source === 'approval' ? 'approval' : '')
+  )
+}
+
+function isApprovalTaskClaim(claim = {}, intent = {}) {
+  return resolveRecordQuerySource(claim, intent) === 'approval'
+}
+
+function isPendingApprovalStatus(statusKey = '', statusLabel = '') {
+  const normalizedStatusKey = normalizeText(statusKey).toLowerCase()
+  const normalizedStatusLabel = normalizeText(statusLabel)
+  if (['approved', 'completed', 'archived', 'paid', 'rejected', 'returned', 'cancelled'].includes(normalizedStatusKey)) {
+    return false
+  }
+  return !/已审批|已批准|审批通过|已完成|已付款|已支付|已归档|已驳回|已退回|已拒绝|拒绝|取消/.test(normalizedStatusLabel)
+}
+
 function resolveReason(claim = {}) {
  return normalizeText(claim.reason || claim.business_reason || claim.description || claim.title || claim.note) || '未填写事由'
 }
@@ -569,7 +639,7 @@ function toTimestamp(dateText) {
  return date ? date.getTime() : 0
 }

-function normalizeRecord(claim = {}) {
+function normalizeRecord(claim = {}, intent = {}) {
  const documentType = resolveDocumentTypeCode(claim)
  const documentNo = resolveDocumentNo(claim)
  const date = resolveRecordDate(claim)
@@ -577,7 +647,13 @@ function normalizeRecord(claim = {}) {
  const reason = resolveReason(claim)
  const expenseTypeCode = resolveExpenseTypeCode(claim)
  const typeLabel = resolveExpenseTypeLabel(claim)
-  const statusLabel = resolveStatusLabel(claim)
+  const statusKey = resolveStatusKey(claim)
+  const rawStatusLabel = resolveStatusLabel(claim)
+  const querySource = resolveRecordQuerySource(claim, intent)
+  const isApprovalTask = isApprovalTaskClaim(claim, intent)
+  const statusLabel = isApprovalTask && isPendingApprovalStatus(statusKey, rawStatusLabel)
+    ? '待审批'
+    : rawStatusLabel
  const ownerLabel = resolveOwnerLabel(claim)
  const departmentLabel = resolveDepartmentLabel(claim)
  const locationLabel = resolveLocationLabel(claim)
@@ -593,9 +669,11 @@ function normalizeRecord(claim = {}) {
    time: resolveTimeLabel(claim, date),
    dateKey: date,
    updatedTime: updatedDate || '未显示',
-    statusKey: resolveStatusKey(claim),
+    statusKey,
    statusLabel,
    statusTone: resolveStatusTone(statusLabel),
+    querySource,
+    isApprovalTask,
    reason,
    amountLabel: resolveAmountLabel(claim),
    amountValue: resolveAmountValue(claim),
@@ -653,7 +731,7 @@ function matchesAmountFilter(record = {}, amountFilter = null) {

 export function filterAiDocumentQueryRecords(claimsPayload, intent = {}) {
  const rows = extractExpenseClaimItems(claimsPayload)
-    .map((claim) => normalizeRecord(claim))
+    .map((claim) => normalizeRecord(claim, intent))
    .filter((record) => (
      !intent?.documentType ||
      intent.documentType === 'all' ||
@@ -669,50 +747,62 @@ export function filterAiDocumentQueryRecords(claimsPayload, intent = {}) {
  return rows
 }

-function buildDocumentDetailHref(record = {}) {
-  const reference = normalizeText(record.documentNo || record.claimNo || record.claimId || record.id)
-  return reference ? `#ai-open-document-detail:${encodeURIComponent(reference)}` : ''
+function buildDocumentCardFieldHtml(label = '', value = '', options = {}) {
+  const text = normalizeText(value)
+  if (!text || text === '-') {
+    return ''
+  }
+  const valueClass = options.valueClass ? ` ${options.valueClass}` : ''
+  const fieldClass = options.fieldClass ? ` ${options.fieldClass}` : ''
+  return [
+    `<div class="ai-document-card__field${fieldClass}">`,
+    `<span class="ai-document-card__label">${escapeHtml(label)}</span>`,
+    `<strong class="ai-document-card__value${valueClass}">${escapeHtml(text)}</strong>`,
+    '</div>'
+  ].join('')
 }

 function buildDocumentCardHtml(record = {}) {
-  const href = buildDocumentDetailHref(record)
+  const href = buildAiDocumentDetailHref(record)
  const typeClass = record.documentType === 'application' ? 'application' : 'reimbursement'
+  const approvalTaskClass = record.isApprovalTask ? ' ai-document-card--approval-task' : ''
  const statusTone = record.statusTone || 'is-pending'
  const amountLabel = record.documentType === 'application' ? '预计金额' : '报销金额'
+  const documentTypeText = [record.documentTypeLabel, record.typeLabel].filter(Boolean).join(' · ')
+  const title = record.typeLabel || record.documentTypeLabel || record.reason || '单据详情'
  const ownerText = [record.ownerLabel, record.departmentLabel]
    .filter((item) => item && item !== '未显示')
    .join(' · ') || '未显示'
+  const summaryHtml = [
+    buildDocumentCardFieldHtml('日期', record.time || '待补充'),
+    buildDocumentCardFieldHtml(amountLabel, record.amountLabel, { valueClass: 'ai-document-card__amount' })
+  ].join('')
+  const detailsHtml = [
+    buildDocumentCardFieldHtml('地点', record.locationLabel || '待补充'),
+    buildDocumentCardFieldHtml('单据编号', record.documentNo || '未编号单据', { valueClass: 'ai-document-card__number' }),
+    buildDocumentCardFieldHtml('事由', record.reason || '待补充'),
+    buildDocumentCardFieldHtml('申请人', ownerText),
+    [
+      '<div class="ai-document-card__field ai-document-card__field--action">',
+      '<span class="ai-document-card__label">操作</span>',
+      href
+        ? `<a class="ai-html-action-link ai-html-action-link-document ai-document-card__action" data-ai-action="open-document-detail" href="${escapeHtml(href)}">查看详情</a>`
+        : '<span class="ai-document-card__value">暂无详情</span>',
+      '</div>'
+    ].join(''),
+    buildDocumentCardFieldHtml('单据类型', documentTypeText)
+  ].join('')

  return [
-    `<article class="ai-document-card ai-document-card--${typeClass} ${statusTone}" aria-label="单据详情">`,
+    `<article class="ai-document-card ai-document-card--${typeClass}${approvalTaskClass} ${statusTone}" aria-label="单据详情">`,
    '<header class="ai-document-card__head">',
-    `<strong class="ai-document-card__reason">${escapeHtml(record.reason)}</strong>`,
+    `<strong class="ai-document-card__reason">${escapeHtml(title)}</strong>`,
    `<span class="ai-document-card__status">${escapeHtml(record.statusLabel)}</span>`,
    '</header>',
    '<div class="ai-document-card__body">',
+    summaryHtml ? `<div class="ai-document-card__summary">${summaryHtml}</div>` : '',
    '<div class="ai-document-card__details">',
-    '<div class="ai-document-card__field">',
-    '<span class="ai-document-card__label">单据类型</span>',
-    `<strong class="ai-document-card__value">${escapeHtml(record.documentTypeLabel)} · ${escapeHtml(record.typeLabel)}</strong>`,
-    '</div>',
-    '<div class="ai-document-card__field">',
-    `<span class="ai-document-card__label">${escapeHtml(amountLabel)}</span>`,
-    `<strong class="ai-document-card__amount">${escapeHtml(record.amountLabel)}</strong>`,
-    '</div>',
-    '<div class="ai-document-card__field">',
-    '<span class="ai-document-card__label">申请人</span>',
-    `<strong class="ai-document-card__value">${escapeHtml(ownerText)}</strong>`,
-    '</div>',
-    '<div class="ai-document-card__field">',
-    '<span class="ai-document-card__label">单据编号</span>',
-    `<strong class="ai-document-card__value ai-document-card__number">${escapeHtml(record.documentNo || '未编号单据')}</strong>`,
-    '</div>',
-    '<div class="ai-document-card__field ai-document-card__field--action">',
-    '<span class="ai-document-card__label">操作</span>',
-    href
-      ? `<a class="ai-html-action-link ai-html-action-link-document ai-document-card__action" data-ai-action="open-document-detail" href="${escapeHtml(href)}">查看详情</a>`
-      : '<span class="ai-document-card__value">暂无详情</span>',
-    '</div>',
+    detailsHtml,
    '</div>',
    '</div>',
    '</article>'
--- a/web/src/utils/expenseApplicationPreview.js
+++ b/web/src/utils/expenseApplicationPreview.js
@@ -623,6 +623,8 @@ function stripKnownContextFromReason(value, context = {}) {
    .replace(/(?:地点|业务地点|发生地点|目的地)\s*[:：]\s*(?=[，,、。；;\s]|$)/gu, '')
    .replace(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}\s*(?:至|到|~|—|–|--)\s*20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/gu, '')
    .replace(/20\d{2}[-/.]\d{1,2}[-/.]\d{1,2}/gu, '')
+    .replace(/(?:\d{1,2}月)?\d{1,2}日?\s*(?:至|到|~|—|–|--|-)\s*(?:\d{1,2}月)?\d{1,2}日?/gu, '')
+    .replace(/\d{1,2}月\d{1,2}日?/gu, '')
    .replace(/(?:出差|申请)?\d+\s*天/gu, '')
    .replace(/(?:用户预估费用|预估费用|预计总费用|预计费用|预计金额|申请金额|预算|金额|费用)\s*[:：]?\s*\d+(?:\.\d+)?\s*(?:元|块|人民币)?/gu, '')
    .replace(/(?:高铁|动车|火车|铁路|飞机|机票|航班|轮船|船票|客轮|渡轮|出租车|的士|网约车|打车|自驾)/gu, '')
--- a/web/tests/ai-conversation-html-renderer.test.mjs
+++ b/web/tests/ai-conversation-html-renderer.test.mjs
@@ -47,18 +47,30 @@ test('AI conversation renderer supports tables and escapes unsafe HTML', () => {

 test('AI conversation renderer renders application detail action links as buttons', () => {
  const rendered = renderAiConversationHtml([
-    '| 单据类型 | 单据编号 | 单据状态 | 当前节点 | 操作 |',
-    '| --- | --- | --- | --- | --- |',
-    '| 出差申请 | AP-OVERLAP | 草稿 | 待提交 | [查看](#ai-open-application-detail:AP-OVERLAP) |'
+    '| 单据类型 | 单据编号 | 单据状态 | 当前节点 | 日期 | 地点 | 事由 | 操作 |',
+    '| --- | --- | --- | --- | --- | --- | --- | --- |',
+    '| 出差申请 | AP-OVERLAP | submitted | 直属领导审批 | 2026-02-20 至 2026-02-23 | 上海 | 辅助国网仿生产服务器部署 | [查看](#ai-open-application-detail:AP-OVERLAP) |'
  ].join('\n'))

-  assert.match(rendered, /<div class="ai-html-record-list" role="list">/)
-  assert.match(rendered, /<article class="ai-html-record-item" role="listitem">/)
-  assert.match(rendered, /<strong class="ai-html-record-id">AP-OVERLAP<\/strong>/)
-  assert.match(rendered, /class="ai-html-action-link ai-html-action-link-application"/)
+  assert.match(rendered, /<section class="ai-document-card-list" role="list" aria-label="单据结果">/)
+  assert.match(rendered, /<article class="ai-document-card is-pending" role="listitem" aria-label="单据详情">/)
+  assert.match(rendered, /<strong class="ai-document-card__reason">出差申请<\/strong>/)
+  assert.match(rendered, /<span class="ai-document-card__status">审批中<\/span>/)
+  assert.match(rendered, /<div class="ai-document-card__summary">/)
+  assert.match(rendered, /<span class="ai-document-card__label">日期<\/span>/)
+  assert.match(rendered, /2026-02-20 至 2026-02-23/)
+  assert.match(rendered, /<span class="ai-document-card__label">当前节点<\/span>/)
+  assert.match(rendered, /直属领导审批/)
+  assert.match(rendered, /<span class="ai-document-card__label">地点<\/span>/)
+  assert.match(rendered, /上海/)
+  assert.match(rendered, /<span class="ai-document-card__label">事由<\/span>/)
+  assert.match(rendered, /辅助国网仿生产服务器部署/)
+  assert.match(rendered, /<strong class="ai-document-card__value ai-document-card__number">AP-OVERLAP<\/strong>/)
+  assert.match(rendered, /class="ai-html-action-link ai-document-card__action ai-html-action-link-application"/)
  assert.match(rendered, /data-ai-action="open-application-detail"/)
  assert.match(rendered, /href="#ai-open-application-detail:AP-OVERLAP"/)
  assert.doesNotMatch(rendered, /<table>/)
+  assert.doesNotMatch(rendered, /ai-html-record-item/)
  assert.doesNotMatch(rendered, /target="_blank"[\s\S]{0,120}#ai-open-application-detail/)
 })

@@ -69,7 +81,7 @@ test('AI conversation renderer renders deleted application detail actions as dis
    '| 出差申请 | AP-20260620-DRAFT | 已删除 | 已删除 | [草稿已删除](#ai-deleted-application-detail:claim-draft-1) |'
  ].join('\n'))

-  assert.match(rendered, /class="ai-html-action-link ai-html-action-link-application is-disabled"/)
+  assert.match(rendered, /class="ai-html-action-link ai-document-card__action ai-html-action-link-application is-disabled"/)
  assert.match(rendered, /aria-disabled="true"/)
  assert.match(rendered, /data-ai-action="deleted-application-detail"/)
  assert.doesNotMatch(rendered, /href="#ai-deleted-application-detail/)
@@ -82,12 +94,16 @@ test('AI conversation renderer turns application conflict tables into record lis
    '| AP-20260620063557-4JU2MWEF | 2026-02-20 至 2026-02-23 | 审批中 | 辅助国网仿生产服务器部署 | [查看](#ai-open-application-detail:AP-20260620063557-4JU2MWEF) |'
  ].join('\n'))

-  assert.match(rendered, /<div class="ai-html-record-list" role="list">/)
-  assert.match(rendered, /申请时间/)
+  assert.match(rendered, /<section class="ai-document-card-list" role="list" aria-label="单据结果">/)
+  assert.match(rendered, /<article class="ai-document-card is-pending" role="listitem" aria-label="单据详情">/)
+  assert.match(rendered, /<div class="ai-document-card__summary">/)
+  assert.match(rendered, /<span class="ai-document-card__label">日期<\/span>/)
  assert.match(rendered, /2026-02-20 至 2026-02-23/)
+  assert.match(rendered, /<span class="ai-document-card__label">当前节点<\/span>/)
  assert.match(rendered, /辅助国网仿生产服务器部署/)
-  assert.match(rendered, /<div class="ai-html-record-action">/)
+  assert.match(rendered, /ai-document-card__field--action/)
  assert.doesNotMatch(rendered, /<table>/)
+  assert.doesNotMatch(rendered, /ai-html-record-item/)
 })

 test('AI conversation renderer renders document detail action links as buttons', () => {
--- a/web/tests/ai-document-detail-reference.test.mjs
+++ b/web/tests/ai-document-detail-reference.test.mjs
@@ -0,0 +1,51 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  buildAiDocumentDetailRequest,
+  parseAiApplicationDetailHref,
+  parseAiDocumentDetailHref
+} from '../src/utils/aiDocumentDetailReference.js'
+
+test('AI detail request keeps business application number out of claimId for legacy links', () => {
+  const detailReference = parseAiApplicationDetailHref('#ai-open-application-detail:AP-202606200001-ABCDEFGH')
+  const request = buildAiDocumentDetailRequest(detailReference)
+
+  assert.deepEqual(detailReference, {
+    reference: 'AP-202606200001-ABCDEFGH',
+    documentType: 'application'
+  })
+  assert.equal(request.id, 'AP-202606200001-ABCDEFGH')
+  assert.equal(request.claimId, '')
+  assert.equal(request.claimNo, 'AP-202606200001-ABCDEFGH')
+  assert.equal(request.documentNo, 'AP-202606200001-ABCDEFGH')
+  assert.equal(request.documentTypeCode, 'application')
+  assert.equal(request.detailLookupOnly, true)
+})
+
+test('AI detail request uses explicit claim_id as lookup identity', () => {
+  const detailReference = parseAiDocumentDetailHref(
+    '#ai-open-document-detail:claim_id%3Dapproval-1%26claim_no%3DAP-APPROVAL-001'
+  )
+  const request = buildAiDocumentDetailRequest(detailReference)
+
+  assert.deepEqual(detailReference, {
+    reference: 'AP-APPROVAL-001',
+    claimId: 'approval-1',
+    claimNo: 'AP-APPROVAL-001'
+  })
+  assert.equal(request.id, 'approval-1')
+  assert.equal(request.claimId, 'approval-1')
+  assert.equal(request.claimNo, 'AP-APPROVAL-001')
+  assert.equal(request.documentNo, 'AP-APPROVAL-001')
+  assert.equal(request.documentTypeCode, 'application')
+})
+
+test('AI detail request treats non-number references as internal claim ids', () => {
+  const request = buildAiDocumentDetailRequest({ reference: 'approval-internal-id' })
+
+  assert.equal(request.id, 'approval-internal-id')
+  assert.equal(request.claimId, 'approval-internal-id')
+  assert.equal(request.claimNo, '')
+  assert.equal(request.documentNo, 'approval-internal-id')
+})
--- a/web/tests/ai-document-query-model.test.mjs
+++ b/web/tests/ai-document-query-model.test.mjs
@@ -5,6 +5,7 @@ import {
  buildAiDocumentQueryConditionSummary,
  buildAiDocumentQueryMessage,
  filterAiDocumentQueryRecords,
+  mergeAiDocumentQueryPayloads,
  resolveAiDocumentQueryIntent
 } from '../src/utils/aiDocumentQueryModel.js'
 import { renderAiConversationHtml } from '../src/utils/aiConversationHtmlRenderer.js'
@@ -55,9 +56,9 @@ const claims = [
 test('AI document query intent detects my document list questions', () => {
  const intent = resolveAiDocumentQueryIntent('我现在有哪些单据？', { today })

-  assert.equal(intent?.source, 'mine')
+  assert.equal(intent?.source, 'accessible')
  assert.equal(intent?.documentType, 'all')
-  assert.equal(intent?.sourceLabel, '我的单据')
+  assert.equal(intent?.sourceLabel, '我可见的单据')
 })

 test('AI document query intent detects approval document questions', () => {
@@ -67,6 +68,38 @@ test('AI document query intent detects approval document questions', () => {
  assert.equal(intent?.sourceLabel, '待我审核的单据')
 })

+test('AI document query keeps explicit own-document scope separate from accessible documents', () => {
+  const intent = resolveAiDocumentQueryIntent('我名下有哪些单据？', { today })
+
+  assert.equal(intent?.source, 'mine')
+  assert.equal(intent?.sourceLabel, '我的单据')
+})
+
+test('AI document query merges own and approval records for generic document list questions', () => {
+  const intent = resolveAiDocumentQueryIntent('我现在有哪些单据？', { today })
+  const approvalClaims = [{
+    id: 'approval-1',
+    claim_no: 'CL-APPROVAL-001',
+    document_type_code: 'reimbursement',
+    expense_type: 'meeting',
+    status: 'pending',
+    approval_stage: '直属领导审批',
+    reason: '待我审核的会议费',
+    employee_name: '李文静',
+    department_name: '市场部',
+    occurred_at: '2026-02-22T09:00:00Z',
+    amount: 880
+  }]
+  const merged = mergeAiDocumentQueryPayloads(claims, { items: approvalClaims, querySource: 'approval' }, [claims[0]])
+  const records = filterAiDocumentQueryRecords(merged, intent)
+
+  assert.equal(intent?.source, 'accessible')
+  assert.deepEqual(
+    records.map((record) => record.documentNo),
+    ['CL-20260305001', 'CL-APPROVAL-001', 'CL-20260221001', 'AP-20260220001']
+  )
+})
+
 test('AI document query filters by month and document type', () => {
  const intent = resolveAiDocumentQueryIntent('我2月有哪些申请单？', { today })
  const records = filterAiDocumentQueryRecords(claims, intent)
@@ -136,26 +169,64 @@ test('AI document query message renders html document cards with detail actions'
  assert.match(message, /<article class="ai-document-card ai-document-card--application is-success" aria-label="单据详情">/)
  assert.match(message, /<header class="ai-document-card__head">/)
  assert.match(message, /<span class="ai-document-card__status">已审批<\/span>/)
-  assert.match(message, /<strong class="ai-document-card__reason">辅助国网仿生产服务器部署<\/strong>/)
+  assert.match(message, /<strong class="ai-document-card__reason">差旅费用申请<\/strong>/)
+  assert.match(message, /<div class="ai-document-card__summary">/)
  assert.match(message, /<div class="ai-document-card__details">/)
+  assert.match(message, /<span class="ai-document-card__label">日期<\/span>/)
+  assert.match(message, /2026-02-20/)
+  assert.match(message, /<span class="ai-document-card__label">预计金额<\/span>/)
+  assert.match(message, /<strong class="ai-document-card__value ai-document-card__amount">¥3,000\.00<\/strong>/)
+  assert.doesNotMatch(message, /<span class="ai-document-card__label">当前节点<\/span>/)
  assert.match(message, /<span class="ai-document-card__label">单据类型<\/span>/)
  assert.match(message, /<strong class="ai-document-card__value">申请单 · 差旅费用申请<\/strong>/)
+  assert.match(message, /<span class="ai-document-card__label">地点<\/span>/)
+  assert.match(message, /上海/)
+  assert.match(message, /<span class="ai-document-card__label">事由<\/span>/)
+  assert.match(message, /辅助国网仿生产服务器部署/)
  assert.match(message, /<span class="ai-document-card__label">申请人<\/span>/)
  assert.match(message, /<strong class="ai-document-card__value">曹小筑 · 交付部<\/strong>/)
  assert.match(message, /<strong class="ai-document-card__value ai-document-card__number">AP-20260220001<\/strong>/)
-  assert.match(message, /<strong class="ai-document-card__amount">¥3,000\.00<\/strong>/)
  assert.match(message, /<div class="ai-document-card__field ai-document-card__field--action">/)
  assert.doesNotMatch(message, /ai-document-card__meta/)
  assert.doesNotMatch(message, /ai-document-card__meta-item/)
-  assert.match(message, /href="#ai-open-document-detail:AP-20260220001"/)
+  assert.match(message, /href="#ai-open-document-detail:claim_id%3Dapp-1%26claim_no%3DAP-20260220001"/)
  // 报销单 claim-1 状态为 submitted → is-pending 语义类
  assert.match(message, /<article class="ai-document-card ai-document-card--reimbursement is-pending" aria-label="单据详情">/)
-  assert.match(message, /href="#ai-open-document-detail:CL-20260221001"/)
+  assert.match(message, /<span class="ai-document-card__status">审批中<\/span>/)
+  assert.match(message, /href="#ai-open-document-detail:claim_id%3Dclaim-1%26claim_no%3DCL-20260221001"/)
+  assert.doesNotMatch(message, />submitted</)
  assert.doesNotMatch(message, /\| 单据编号 \|/)
  assert.doesNotMatch(message, /^> /m)
  assert.doesNotMatch(message, /\*\*查询范围\*\*/)
 })

+test('AI document query highlights approval-task cards and shows pending review status', () => {
+  const intent = resolveAiDocumentQueryIntent('我有哪些审核单', { today })
+  const message = buildAiDocumentQueryMessage(intent, [{
+    id: 'approval-1',
+    claim_no: 'AP-APPROVAL-001',
+    document_type_code: 'application',
+    expense_type: 'travel_application',
+    status: 'submitted',
+    approval_stage: '直属领导审批',
+    reason: '参加相关残联会议',
+    employee_name: '曹笑竹',
+    department_name: '技术部',
+    location: '上海',
+    occurred_at: '2026-02-20T09:00:00Z',
+    amount: 2120
+  }])
+
+  assert.match(message, /ai-document-card--application ai-document-card--approval-task is-pending/)
+  assert.match(message, /<span class="ai-document-card__status">待审批<\/span>/)
+  assert.match(message, /<span class="ai-document-card__label">预计金额<\/span>/)
+  assert.match(message, /<strong class="ai-document-card__value ai-document-card__amount">¥2,120\.00<\/strong>/)
+  assert.doesNotMatch(message, /<span class="ai-document-card__label">当前节点<\/span>/)
+  assert.match(message, /<span class="ai-document-card__label">单据类型<\/span>/)
+  assert.match(message, /<strong class="ai-document-card__value">申请单 · 差旅费用申请<\/strong>/)
+  assert.match(message, /href="#ai-open-document-detail:claim_id%3Dapproval-1%26claim_no%3DAP-APPROVAL-001"/)
+})
+
 test('AI document query html cards render as trusted card markup', () => {
  const intent = resolveAiDocumentQueryIntent('我2月有哪些单据？', { today })
  const rendered = renderAiConversationHtml(buildAiDocumentQueryMessage(intent, claims))
@@ -169,7 +240,7 @@ test('AI document query html cards render as trusted card markup', () => {
  assert.match(rendered, /class="ai-document-card__field"/)
  assert.match(rendered, /class="ai-document-card__label"/)
  assert.match(rendered, /class="ai-html-action-link ai-html-action-link-document ai-document-card__action"/)
-  assert.match(rendered, /href="#ai-open-document-detail:CL-20260221001"/)
+  assert.match(rendered, /href="#ai-open-document-detail:claim_id%3Dclaim-1%26claim_no%3DCL-20260221001"/)
  assert.doesNotMatch(rendered, /ai-document-card__meta/)
  assert.doesNotMatch(rendered, /&lt;section class=&quot;ai-document-card-list/)
  assert.doesNotMatch(rendered, /<blockquote>/)
--- a/web/tests/expense-application-preview-reason.test.mjs
+++ b/web/tests/expense-application-preview-reason.test.mjs
@@ -0,0 +1,26 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  buildLocalApplicationPreview
+} from '../src/utils/expenseApplicationPreview.js'
+
+test('application preview keeps compact travel meeting reason without date or location prefix', () => {
+  const preview = buildLocalApplicationPreview(
+    '2月20-23日去上海出差参加相关残联会议',
+    {
+      name: '曹笑竹',
+      departmentName: '技术部',
+      position: '财务智能化产品经理',
+      managerName: '向万红',
+      grade: 'P5'
+    },
+    { today: '2026-06-09' }
+  )
+
+  assert.equal(preview.fields.time, '2026-02-20 至 2026-02-23')
+  assert.equal(preview.fields.days, '4天')
+  assert.equal(preview.fields.location, '上海')
+  assert.equal(preview.fields.reason, '参加相关残联会议')
+  assert.doesNotMatch(preview.fields.reason, /2月20|23日|上海|出差/)
+})
--- a/web/tests/workbench-ai-mode-expense-scene-action.test.mjs
+++ b/web/tests/workbench-ai-mode-expense-scene-action.test.mjs
@@ -84,7 +84,10 @@ test('AI mode handles document query prompts locally before steward planning', (
  assert.match(aiMode, /async function handleAiDocumentQueryIntent/)
  assert.match(aiMode, /buildAiDocumentQueryConditionSummary/)
  assert.match(aiMode, /filterAiDocumentQueryRecords\(payload, intent\)/)
+  assert.match(aiMode, /mergeAiDocumentQueryPayloads/)
  assert.match(aiMode, /fetchApprovalExpenseClaims/)
+  assert.match(aiMode, /Promise\.all\(\[/)
+  assert.match(aiMode, /fetchAiDocumentQueryPayload\(intent\)/)
  assert.match(aiMode, /buildAiDocumentQueryMessage/)
  assert.match(aiMode, /AI_DOCUMENT_QUERY_STEP_DELAY_MS/)
  assert.match(aiMode, /async function updateAiDocumentQueryThinking/)
@@ -149,6 +152,16 @@ test('AI mode handles application preview save and submit through buttons or tex
  assert.match(aiMode, /#ai-open-application-detail:/)
 })

+test('AI mode keeps missing application fields editable in the preview table without quick template action', () => {
+  assert.match(aiMode, /function buildInlineApplicationPreviewSuggestedActions\(applicationPreview = \{\}, draftPayload = null\)/)
+  assert.match(aiMode, /label:\s*'保存草稿'/)
+  assert.match(aiMode, /function handleInlineApplicationPreviewTextAction\(prompt\)/)
+  assert.doesNotMatch(aiMode, /label:\s*'快速模板'/)
+  assert.doesNotMatch(aiMode, /action_type:\s*'prefill_composer'/)
+  assert.doesNotMatch(aiMode, /buildInlineApplicationPreviewTemplatePrefill/)
+  assert.doesNotMatch(aiMode, /applyInlineApplicationPreviewTemplateText/)
+})
+
 test('AI mode waits for submit confirmation before adding submit action to the conversation', () => {
  const executeStart = aiMode.indexOf('async function executeInlineApplicationPreviewAction')
  const executeEnd = aiMode.indexOf('\nfunction handleInlineApplicationPreviewTextAction', executeStart)
@@ -179,8 +192,14 @@ test('AI mode waits for submit confirmation before adding submit action to the c

 test('AI mode formats saved application draft as a detail table without continuing submit flow', () => {
  assert.match(aiMode, /function buildInlineApplicationResultTable\(draftPayload = \{\}, options = \{\}\)/)
-  assert.match(aiMode, /\| 单据类型 \| 单据编号 \| 单据状态 \| 当前节点 \| 操作 \|/)
+  assert.match(aiMode, /function normalizeInlineApplicationStatusLabel\(value, fallback = ''\)/)
+  assert.match(aiMode, /submitted:\s*'审批中'/)
+  assert.match(aiMode, /const statusLabel = normalizeInlineApplicationStatusLabel\(info\.statusLabel, options\.statusLabel\)/)
+  assert.match(aiMode, /\| 单据类型 \| 单据编号 \| 单据状态 \| 当前节点 \| 日期 \| 地点 \| 事由 \| 金额 \| 操作 \|/)
  assert.match(aiMode, /\[查看\]\(\$\{href\}\)/)
+  assert.match(aiMode, /dateLabel:\s*rangeText \|\| dateText \|\| resolveBodyField\(\['时间', '日期', '申请时间'\]\) \|\| '待补充'/)
+  assert.match(aiMode, /locationLabel:[\s\S]*resolveBodyField\(\['地点', '目的地'\]\) \|\| '待补充'/)
+  assert.match(aiMode, /reasonLabel:[\s\S]*resolveBodyField\(\['事由', '事件', '申请事由'\]\) \|\| '待补充'/)
  assert.match(aiMode, /buildInlineApplicationActionDetailHref\(info\)/)
  assert.match(aiMode, /params\.set\('claim_id', claimId\)/)
  assert.match(aiMode, /params\.set\('claim_no', claimNo\)/)
--- a/web/tests/workbench-ai-mode-switch.test.mjs
+++ b/web/tests/workbench-ai-mode-switch.test.mjs
@@ -266,32 +266,25 @@ test('AI mode screen follows the approved reference structure', () => {
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-query-summary\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-query-summary__scope\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card-list\) \{[\s\S]*gap:\s*16px;/)
-  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__head\) \{[\s\S]*background: rgba\(37, 99, 235, 0\.11\);/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card\) \{[\s\S]*url\("\.\.\/\.\.\/ai-document-card-bg\.png"\);/)
+  assert.doesNotMatch(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card\)::before/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__head\) \{[\s\S]*background: var\(--ai-document-card-head-bg\);/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card\.is-success \.ai-document-card__head\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__head\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__body\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__summary\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__details\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__field\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__field--wide\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__label\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__amount\)/)
  assert.match(
    aiModeStyles,
    /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__details\) \{[\s\S]*grid-template-columns: repeat\(2, minmax\(0, 1fr\)\);/
  )
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__field--action \.ai-document-card__action\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-action-link\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-table-wrap\)/)
-  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-record-list\)/)
-  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-record-item\)/)
-  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-record-meta\)/)
-  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-record-action \.ai-html-action-link\)/)
-  assert.match(
-    aiModeStyles,
-    /\.workbench-ai-answer-markdown :deep\(\.ai-html-record-item\)\s*\{[\s\S]*grid-template-columns:\s*minmax\(220px,\s*1\.15fr\)\s*minmax\(260px,\s*0\.85fr\)\s*auto;/
-  )
-  assert.match(
-    aiModeStyles,
-    /\.workbench-ai-answer-markdown :deep\(\.ai-html-record-action \.ai-html-action-link\)[\s\S]*background:\s*#2563eb;/
-  )
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-image-frame\)/)
  assert.match(aiMode, /import \{ fetchSettings \} from '\.\.\/\.\.\/services\/settings\.js'/)
  assert.match(aiMode, /import \{ fetchStewardPlan, fetchStewardPlanStream \} from '\.\.\/\.\.\/services\/steward\.js'/)
@@ -320,7 +313,7 @@ test('AI mode screen follows the approved reference structure', () => {
  assert.match(aiMode, /const hasServerStreamedContent = Boolean\(String\(pendingMessage\.content \|\| ''\)\.trim\(\)\)/)
  assert.match(aiMode, /if \(!hasServerStreamedContent\) \{[\s\S]*await streamInlineAssistantContent\(pendingMessage\.id, finalMessageText\)[\s\S]*\}/)
  assert.match(aiMode, /if \(actionType === AI_APPLICATION_ACTION_SUBMIT\) \{[\s\S]*buildInlineApplicationResultTable\(draftPayload/)
-  assert.match(aiMode, /需要查看完整详情时，请点击列表最后一列的“查看”进入单据详情。/)
+  assert.match(aiMode, /需要查看完整详情时，请点击卡片“操作”行的“查看”进入单据详情。/)
  assert.doesNotMatch(aiMode, /\*\*申请单号：\*\*/)
  assert.doesNotMatch(aiMode, /createInlineMessage\('assistant', buildStewardPlanMessageText\(plan\)/)
  assert.doesNotMatch(aiMode, /runOrchestrator\(/)
--- a/web/tests/workbench-detail-return.test.mjs
+++ b/web/tests/workbench-detail-return.test.mjs
@@ -19,6 +19,10 @@ const aiMode = readFileSync(
  fileURLToPath(new URL('../src/components/business/PersonalWorkbenchAiMode.vue', import.meta.url)),
  'utf8'
 )
+const aiDetailReference = readFileSync(
+  fileURLToPath(new URL('../src/utils/aiDocumentDetailReference.js', import.meta.url)),
+  'utf8'
+)

 test('workbench document detail keeps workbench as the return target', () => {
  assert.match(workbench, /source:\s*'workbench'/)
@@ -35,12 +39,16 @@ test('workbench document detail keeps workbench as the return target', () => {
  assert.match(appShellComposable, /router\.push\(\{ name: 'app-documents', query: buildDocumentReturnQuery\(\) \}\)/)
 })

-test('AI detail links wait for full document detail instead of rendering a half snapshot', () => {
-  assert.match(aiMode, /detailLookupOnly:\s*true/)
-  assert.match(aiMode, /params\.get\('claim_id'\)/)
-  assert.match(aiMode, /params\.get\('claim_no'\)/)
-  assert.match(aiMode, /claimId:\s*claimId \|\| reference/)
-  assert.match(aiMode, /claimNo:\s*claimNo \|\| reference/)
+test('AI detail links resolve real claim identity before opening document detail', () => {
+  assert.match(aiMode, /buildAiDocumentDetailRequest/)
+  assert.match(aiMode, /parseAiApplicationDetailHref/)
+  assert.match(aiMode, /parseAiDocumentDetailHref/)
+  assert.match(aiDetailReference, /detailLookupOnly:\s*true/)
+  assert.match(aiDetailReference, /params\.get\('claim_id'\)/)
+  assert.match(aiDetailReference, /params\.get\('claim_no'\)/)
+  assert.match(aiDetailReference, /isBusinessDocumentReference/)
+  assert.match(aiDetailReference, /const claimId = explicitClaimId \|\| \(!referenceIsBusinessNo \? reference : ''\)/)
+  assert.match(aiDetailReference, /const claimNo = explicitClaimNo \|\| \(referenceIsBusinessNo \? reference : ''\)/)
  assert.match(
    appShell,
    /v-else-if="activeView === 'documents' && detailMode && !selectedRequest"[\s\S]*正在加载完整单据详情/
@@ -49,10 +57,16 @@ test('AI detail links wait for full document detail instead of rendering a half
    appShell,
    /const detailPayload = request \|\| \{[\s\S]*detailLookupOnly:\s*true[\s\S]*\}/
  )
+  assert.match(appShell, /isBusinessDocumentReference/)
+  assert.match(appShell, /const requestCandidates = Array\.isArray\(workbenchRequests\.value\)/)
+  assert.match(appShell, /claimId:\s*fallbackClaimId/)
+  assert.match(appShell, /claimNo:\s*fallbackClaimNo/)
  assert.match(
    appShellComposable,
    /const isDetailLookupOnlyRequest = isDetailLookupOnlyPayload\(request\)[\s\S]*selectedRequestSnapshot\.value = isDetailLookupOnlyRequest \? null : request \|\| null/
  )
+  assert.match(appShellComposable, /const workbenchRequests = computed/)
+  assert.match(appShellComposable, /workbenchRequests\.value\.find\(\(item\) => isSameRequestIdentity\(item, requestId\)\)/)
  assert.match(
    appShellComposable,
    /void refreshSelectedRequestDetail\(isDetailLookupOnlyRequest \? requestId : request\)/