refactor(backend): update services and register OCR router

- router.py: register ocr_router with OCR tag
- ontology.py: update ontology service logic
- orchestrator.py: update orchestrator service logic
- user_agent.py: update user agent schema and service
- schemas/user_agent.py: update user agent data schemas

server/src/app/api/v1/router.py

@@ -8,6 +8,7 @@ from app.api.v1.endpoints.bootstrap import router as bootstrap_router
 from app.api.v1.endpoints.employees import router as employees_router
 from app.api.v1.endpoints.health import router as health_router
 from app.api.v1.endpoints.knowledge import router as knowledge_router
+from app.api.v1.endpoints.ocr import router as ocr_router
 from app.api.v1.endpoints.ontology import router as ontology_router
 from app.api.v1.endpoints.orchestrator import router as orchestrator_router
 from app.api.v1.endpoints.reimbursements import router as reimbursements_router
@@ -21,6 +22,7 @@ router.include_router(agent_assets_router, tags=["agent-assets"])
 router.include_router(agent_runs_router, tags=["agent-runs"])
 router.include_router(audit_logs_router, tags=["audit-logs"])
 router.include_router(knowledge_router, tags=["knowledge"])
+router.include_router(ocr_router, tags=["ocr"])
 router.include_router(ontology_router, tags=["ontology"])
 router.include_router(orchestrator_router, tags=["orchestrator"])
 router.include_router(employees_router, prefix="/employees", tags=["employees"])

server/src/app/schemas/user_agent.py

@@ -29,6 +29,9 @@ class UserAgentDraftPayload(BaseModel):
     title: str = Field(description="草稿标题。")
     body: str = Field(description="草稿正文。")
     confirmation_required: bool = Field(default=True, description="是否需要人工确认。")
+    claim_id: str | None = Field(default=None, description="关联的报销草稿 ID。")
+    claim_no: str | None = Field(default=None, description="关联的报销草稿单号。")
+    status: str | None = Field(default=None, description="当前报销草稿状态。")
 
 
 class UserAgentRequest(BaseModel):

server/src/app/services/ontology.py

@@ -666,6 +666,8 @@ class SemanticOntologyService:
                 "entry_source": payload.context_json.get("entry_source"),
                 "attachment_names": payload.context_json.get("attachment_names", []),
                 "attachment_count": payload.context_json.get("attachment_count", 0),
+                "ocr_summary": payload.context_json.get("ocr_summary", ""),
+                "ocr_documents": payload.context_json.get("ocr_documents", []),
                 "request_context": payload.context_json.get("request_context"),
                 "role_codes": payload.context_json.get("role_codes", []),
             },
@@ -690,6 +692,7 @@ class SemanticOntologyService:
             "即使没有明确说“生成草稿”，也优先使用 expense + draft。"
             "出现“客户”不等于应收，出现“供应商”不等于应付，必须结合动作词和业务目标判断。"
             "只有明确查询、统计、列出、多少、明细、对比时才优先使用 query 或 compare。"
+            "附件名称和 OCR 摘要只作为辅助证据，不能编造未出现的事实。"
             "信息不足时 clarification_required=true，并给出一句简短中文追问。"
             "missing_slots 使用简短 snake_case，例如 expense_type, amount, "
             "customer_name, participants, attachments。"

server/src/app/services/orchestrator.py

@@ -32,6 +32,7 @@ from app.schemas.orchestrator import (
 )
 from app.schemas.user_agent import UserAgentRequest, UserAgentResponse
 from app.services.agent_assets import AgentAssetService
+from app.services.expense_claims import ExpenseClaimService
 from app.services.agent_foundation import AgentFoundationService
 from app.services.agent_runs import AgentRunService
 from app.services.ontology import SemanticOntologyService
@@ -61,6 +62,7 @@ class OrchestratorService:
     def __init__(self, db: Session) -> None:
         self.db = db
         self.asset_service = AgentAssetService(db)
+        self.expense_claim_service = ExpenseClaimService(db)
         self.run_service = AgentRunService(db)
         self.ontology_service = SemanticOntologyService(db)
         self.user_agent_service = UserAgentService(db)
@@ -475,23 +477,43 @@ class OrchestratorService:
                 failed_tool_count=1 if degraded else 0,
             )
 
+        tool_type = AgentToolType.LLM.value
+        tool_name = "user_agent.draft_placeholder"
+        executor = lambda: {
+            "message": (
+                f"已生成 {ontology.scenario} 场景草稿，"
+                "占位能力后续由 Day 5 User Agent 接管。"
+            ),
+            "draft_only": True,
+        }
+        fallback_factory = lambda exc: {
+            "message": f"草稿生成暂时不可用，请稍后再试：{exc}",
+            "degraded": True,
+        }
+
+        if ontology.scenario == "expense":
+            tool_type = AgentToolType.DATABASE.value
+            tool_name = "database.expense_claims.upsert_draft"
+            executor = lambda: self.expense_claim_service.upsert_draft_from_ontology(
+                run_id=run_id,
+                user_id=payload.user_id,
+                message=payload.message or "",
+                ontology=ontology,
+                context_json=payload.context_json,
+            )
+            fallback_factory = lambda exc: {
+                "message": f"报销草稿落库失败，请稍后再试：{exc}",
+                "degraded": True,
+            }
+
         tool_payload, degraded = self._invoke_tool(
             run_id=run_id,
-            tool_type=AgentToolType.LLM.value,
-            tool_name="user_agent.draft_placeholder",
+            tool_type=tool_type,
+            tool_name=tool_name,
             request_json=self._build_ontology_json(ontology),
             context_json=payload.context_json,
-            executor=lambda: {
-                "message": (
-                    f"已生成 {ontology.scenario} 场景草稿，"
-                    "占位能力后续由 Day 5 User Agent 接管。"
-                ),
-                "draft_only": True,
-            },
-            fallback_factory=lambda exc: {
-                "message": f"草稿生成暂时不可用，请稍后再试：{exc}",
-                "degraded": True,
-            },
+            executor=executor,
+            fallback_factory=fallback_factory,
         )
         result = self._build_user_agent_result(
             self.user_agent_service.respond(

server/src/app/services/user_agent.py

@@ -142,8 +142,11 @@ class UserAgentService:
             return self._build_implicit_expense_draft_guidance(payload)
 
         attachment_names = self._resolve_attachment_names(payload)
+        ocr_summary = str(payload.context_json.get("ocr_summary") or "").strip()
         attachment_hint = ""
-        if attachment_names:
+        if ocr_summary:
+            attachment_hint = f" 我已读取附件 OCR 摘要：{ocr_summary}"
+        elif attachment_names:
             attachment_hint = (
                 f" 我已带入 {len(attachment_names)} 份附件名称，但目前还不能直接读取附件内容，"
                 "仍需要你补充关键信息。"
@@ -238,6 +241,8 @@ class UserAgentService:
                 "request_context": payload.context_json.get("request_context"),
                 "attachment_count": payload.context_json.get("attachment_count"),
                 "attachment_names": self._resolve_attachment_names(payload),
+                "ocr_summary": payload.context_json.get("ocr_summary", ""),
+                "ocr_documents": payload.context_json.get("ocr_documents", []),
             },
             "tool_payload": payload.tool_payload,
             "citations": [item.model_dump(mode="json") for item in citations],
@@ -348,7 +353,11 @@ class UserAgentService:
     def _build_draft_payload(self, payload: UserAgentRequest) -> UserAgentDraftPayload:
         scenario_label = SCENARIO_LABELS.get(payload.ontology.scenario, "业务")
         subject = self._resolve_subject(payload)
+        claim_no = str(payload.tool_payload.get("claim_no") or "").strip() or None
+        claim_status = str(payload.tool_payload.get("status") or "").strip() or None
         title = f"{scenario_label}处理意见草稿"
+        if claim_no:
+            title = f"{scenario_label}草稿 {claim_no}"
         body = (
             f"主题：{subject}\n"
             "结论：已根据当前语义解析结果生成草稿，尚未自动执行。\n"
@@ -360,6 +369,9 @@ class UserAgentService:
             title=title,
             body=body,
             confirmation_required=True,
+            claim_id=str(payload.tool_payload.get("claim_id") or "").strip() or None,
+            claim_no=claim_no,
+            status=claim_status,
         )
 
     def _build_suggested_actions(