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/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, '')