feat: 优化差旅报销预审流程与个人工作台 UI 体系

- 完善 user_agent_application 申请差旅报销预审槽位与消息组装
- 增强预算助理报告与风险建议卡片交互
- 重构登录页视觉样式与移动端响应式适配
- 优化个人工作台、文档中心、政策中心、员工管理等页面布局
- 拆分 travelRequestDetailPreReviewModel 为 advice/submit 模型
- 补充报销草稿、风险复核、Item Sync 与模板执行器测试覆盖

document/development/移动端适配/CONCEPT.md

@@ -0,0 +1,137 @@
+# 移动端适配概念文档
+
+## 功能一句话
+
+让手机浏览器打开 X-Financial Web 时具备可导航、可对话、控件完整可点的移动端体验。
+
+## 背景与问题
+
+本轮目标是 Web 在手机浏览器中的适配，不是 `mobile/app` 原生应用。
+
+当前 Web 已经有部分移动端样式，例如侧边栏抽屉、移动遮罩和报销助手工作台的弹层基础样式，但仍有两个直接影响手机使用的问题：
+
+- 应用壳层已有 `mobileSidebarOpen` 状态和 `.mobile-hamburger-btn` 样式，却缺少真正可见的手机导航按钮。
+- 报销智能体使用 Element Plus `el-dialog` 打开全屏工作台，但手机宽度下仍保留弹窗式留边和双栏工作台逻辑，底部输入区把附件、日期、计算器、输入框和发送按钮挤在一行，容易展示不全。
+
+## 目标与非目标
+
+### 目标
+
+- 手机浏览器下提供明确的 Web 导航入口。
+- 智能体对话在手机视口下以全屏工作台呈现，不保留弹窗留边。
+- 对话主区、洞察侧栏、底部输入区在手机上不互相挤压。
+- 附件、日期、差旅计算器和发送控件在窄屏下完整展示。
+- 侧栏洞察在手机上转为覆盖式面板，不占用主对话宽度。
+- 保持 X-Financial 企业 SaaS 风格：白底、细边框、低饱和、直角控件。
+
+### 非目标
+
+- 本轮不改 `mobile/app` 原生应用。
+- 本轮不重写所有 Web 业务页面为移动端卡片流。
+- 本轮不调整后端接口、数据库和智能体业务协议。
+- 本轮不改变报销助手的会话、附件、日期和差旅计算器业务逻辑。
+
+## 用户与场景
+
+- 员工、财务或审批人员在手机浏览器中临时打开 Web 工作台。
+- 用户通过侧边栏进入单据、预算、票据夹或智能体助手。
+- 用户在报销智能体中上传附件、选择业务日期、打开差旅计算器并发送问题。
+
+## 功能能力
+
+### 手机导航入口
+
+输入：
+
+- 手机浏览器打开 Web。
+- 视口宽度小于等于 `760px`。
+
+输出：
+
+- 页面右上角显示移动端导航按钮。
+- 点击按钮打开侧边栏抽屉。
+- 点击遮罩或导航项关闭侧边栏。
+
+### 智能体全屏工作台
+
+输入：
+
+- 用户从工作台、单据、票据夹或预算中心打开报销智能体。
+- 当前视口为手机宽度。
+
+输出：
+
+- `el-dialog` 使用 100dvh 全屏，占满手机浏览器可视区域。
+- 工作台不再保留外边距和圆角弹窗感。
+- 对话主面板独占宽度。
+- 右侧洞察面板在打开时覆盖主对话，不挤压主对话宽度。
+
+### 底部输入控件
+
+输入：
+
+- 用户添加附件、选择日期、打开差旅计算器或输入文本。
+
+输出：
+
+- 工具按钮在手机上独占一行，固定三列展示。
+- 输入框和发送按钮在下一行展示。
+- 日期与差旅计算器浮层改为固定底部浮层，宽度适配手机视口。
+- 附件区域可滚动，避免把输入区挤出屏幕。
+
+## 方案设计
+
+### Web 壳层
+
+- 在 `AppShellRouteView.vue` 增加 `.mobile-hamburger-btn` 模板节点。
+- 复用现有 `mobileSidebarOpen` 状态和遮罩关闭逻辑。
+- 在 `app.css` 中补齐按钮默认隐藏，手机媒体查询内显示。
+
+### 报销智能体
+
+- 保持 `TravelReimbursementCreateView.vue` 的业务结构不变。
+- 在 `travel-reimbursement-create-view-part4.css` 的手机断点中覆盖 Element Plus 弹层、工作台、布局和输入区样式。
+- 手机断点下：
+  - overlay padding 设为 `0`。
+  - 工作台 `height/min-height` 使用 `100dvh`。
+  - `assistant-layout` 改为单列。
+  - `insight-panel-shell` 改为绝对定位覆盖面板。
+  - `composer-row` 改为两行网格布局。
+
+## 算法与公式
+
+当前功能不涉及显式数学公式。
+
+核心断点规则：
+
+```css
+@media (max-width: 760px) {
+  /* phone browser layout */
+}
+```
+
+## 测试方案
+
+- 静态回归测试：`node --test web/tests/app-shell-mobile-browser.test.mjs`。
+- Web 构建：`npm.cmd --prefix web run build`。
+- 手机视口浏览器验证：
+  - 以 390x844 或相近视口打开 Web。
+  - 验证导航按钮可见且侧栏可打开。
+  - 打开报销智能体，验证工作台占满手机视口。
+  - 验证底部附件、日期、差旅计算器、输入框和发送按钮完整展示。
+  - 打开洞察面板，验证其覆盖展示而不是挤压主对话。
+
+## 指标与验收
+
+- `mobile/app` 无本轮改动。
+- 手机浏览器下 Web 存在可点击导航入口。
+- 报销智能体不再呈现带留边的弹窗效果。
+- 底部输入工具控件不被挤出屏幕。
+- 定向静态测试通过。
+- Web 构建通过。
+
+## 风险与开放问题
+
+- 其他业务页面仍可能存在表格密度过高的问题，需要按页面继续做字段折叠或卡片化。
+- 一些二级确认弹窗、票据预览和日期控件需要后续逐页检查。
+- 手机浏览器地址栏收起/展开会改变视口高度，后续应继续用真实设备补充验证。

document/development/移动端适配/TODO.md

@@ -0,0 +1,27 @@
+# 移动端适配 TODO
+
+## 调研与边界
+
+- [x] 确认本轮范围是手机浏览器打开 Web，不是 `mobile/app` 原生应用。证据：`CONCEPT.md` 已明确目标与非目标。[CONCEPT: 目标与非目标]
+- [x] 梳理 Web 应用壳层移动端状态。证据：`AppShellRouteView.vue` 已有 `mobileSidebarOpen` 和遮罩，但缺少按钮节点。[CONCEPT: 手机导航入口]
+- [x] 梳理报销智能体弹层结构。证据：`TravelReimbursementCreateView.vue` 使用 `el-dialog`、`assistant-layout`、`composer-row` 和洞察侧栏。[CONCEPT: 背景与问题]
+
+## Web 实现
+
+- [x] 在 Web 壳层补充手机导航按钮。证据：`AppShellRouteView.vue` 新增 `.mobile-hamburger-btn`，点击打开 `mobileSidebarOpen`。[CONCEPT: Web 壳层]
+- [x] 补齐手机导航按钮默认隐藏与手机断点显示。证据：`app.css` 新增默认隐藏，`760px` 断点内显示按钮。[CONCEPT: Web 壳层]
+- [x] 将报销智能体手机视口改为真正全屏。证据：`travel-reimbursement-create-view-part4.css` 覆盖 overlay padding、dialog 圆角和工作台 `100dvh`。[CONCEPT: 智能体全屏工作台]
+- [x] 将手机端洞察侧栏改为覆盖式面板。证据：`insight-panel-shell` 在手机断点下使用绝对定位和 `translateX` 切换。[CONCEPT: 智能体全屏工作台]
+- [x] 重排手机端底部输入区。证据：`composer-row` 改为两行网格，工具按钮独占一行，输入框和发送按钮在下一行。[CONCEPT: 底部输入控件]
+- [x] 调整日期和差旅计算器浮层。证据：手机断点下浮层使用固定底部定位并限制最大高度。[CONCEPT: 底部输入控件]
+
+## 测试与验证
+
+- [x] 运行 `node --test web/tests/app-shell-mobile-browser.test.mjs`。证据：2 个测试通过。[CONCEPT: 测试方案]
+- [x] 运行 `npm.cmd --prefix web run build`。证据：构建通过，保留既有 VueUse 注释和 chunk 体积 warning。[CONCEPT: 测试方案]
+- [ ] 使用手机视口打开 Web，验证导航、智能体全屏、底部控件完整展示和洞察覆盖面板。[CONCEPT: 测试方案]
+
+## 后续增强
+
+- [ ] 继续盘点高频表格页面的手机浏览器阅读体验。[CONCEPT: 风险与开放问题]
+- [ ] 逐页检查二级确认弹窗、票据预览、日期选择和复杂筛选在手机浏览器里的表现。[CONCEPT: 风险与开放问题]

server/src/app/api/v1/endpoints/reimbursements.py

@@ -703,7 +703,7 @@ def pay_expense_claim(
     "/claims/{claim_id}",
     response_model=ExpenseClaimActionResponse,
     summary="删除报销单",
-    description="申请人仅可删除自己的草稿、待补充或退回单据；高级财务人员可删除可见的非归档单据；已归档单据仅高级管理员可删除，财务人员没有删除权限。",
+    description="申请单仅系统管理员可删除；报销单申请人仅可删除自己的草稿、待补充或退回单据；高级财务人员可删除可见的非归档报销单；已归档单据仅高级管理员可删除，财务人员没有删除权限。",
     responses={
         status.HTTP_404_NOT_FOUND: {
             "model": ErrorResponse,
@@ -725,8 +725,11 @@ def delete_expense_claim(claim_id: str, db: DbSession, current_user: CurrentUser
     if claim is None:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Claim not found")
 
+    claim_no = str(claim.claim_no or "").strip()
+    expense_type = str(claim.expense_type or "").strip().lower()
+    document_label = "申请单" if claim_no.upper().startswith(("AP-", "APP-")) or expense_type.endswith("_application") else "报销单"
     return ExpenseClaimActionResponse(
-        message=f"{claim.claim_no} 报销单已删除。",
+        message=f"{claim.claim_no} {document_label}已删除。",
         claim_id=claim.id,
         status="deleted",
     )

server/src/app/services/expense_claim_constants.py

@@ -27,6 +27,7 @@ EXPENSE_TYPE_LABELS = {
 MAX_DRAFT_CLAIMS_PER_USER = 3
 EDITABLE_CLAIM_STATUSES = ("draft", "supplement", "returned")
 SYSTEM_GENERATED_ITEM_TYPES = {"travel_allowance"}
+OPTIONAL_ATTACHMENT_ITEM_TYPES = {"ride_ticket", "travel_allowance"}
 TRAVEL_DETAIL_ITEM_TYPES = {
     "train_ticket",
     "flight_ticket",

server/src/app/services/expense_claim_draft_flow.py

@@ -307,6 +307,13 @@ class ExpenseClaimDraftFlowMixin:
                 claim.risk_flags_json = final_risk_flags
 
             self.db.flush()
+            skip_primary_item = self._should_skip_application_link_placeholder_item(
+                claim=claim,
+                context_json=context_json,
+                document_specs=document_specs,
+                attachment_count=attachment_count,
+                amount=amount,
+            )
             if document_specs and (is_new_claim or review_action in DOCUMENT_ASSOCIATION_REVIEW_ACTIONS):
                 if review_action == "link_to_existing_draft" and claim.items:
                     self._append_document_items(
@@ -319,6 +326,8 @@ class ExpenseClaimDraftFlowMixin:
                         item_specs=document_specs,
                     )
                 self._sync_claim_from_items(claim)
+            elif skip_primary_item:
+                self._sync_application_link_draft_without_items(claim)
             else:
                 self._upsert_primary_item(
                     claim=claim,
@@ -379,6 +388,66 @@ class ExpenseClaimDraftFlowMixin:
             "invoice_count": int(claim.invoice_count or 0),
         }
 
+    def _sync_application_link_draft_without_items(self, claim: ExpenseClaim) -> None:
+        claim.amount = Decimal("0.00")
+        claim.invoice_count = 0
+        claim.risk_flags_json = self._merge_claim_attachment_risk_flags(claim, [])
+        claim.risk_flags_json = self._merge_claim_platform_risk_preview_flags(claim, [])
+
+    def _should_skip_application_link_placeholder_item(
+        self,
+        *,
+        claim: ExpenseClaim | None,
+        context_json: dict[str, Any],
+        document_specs: list[dict[str, Any]],
+        attachment_count: int,
+        amount: Decimal | None,
+    ) -> bool:
+        if document_specs or attachment_count > 0:
+            return False
+        if claim is not None and list(claim.items or []):
+            return False
+        if self._build_application_link_flag(context_json) is None:
+            return False
+
+        application_amounts = self._resolve_application_amount_candidates(context_json)
+        review_values = self._normalize_context_object(context_json.get("review_form_values"))
+        raw_amount = str(review_values.get("amount") or "").strip()
+        if raw_amount:
+            parsed_amount = self._parse_context_money_amount(raw_amount)
+            if parsed_amount is None:
+                return True
+            return bool(application_amounts and parsed_amount in application_amounts)
+
+        if amount is None or amount <= Decimal("0.00"):
+            return True
+        return bool(application_amounts and amount in application_amounts)
+
+    @classmethod
+    def _resolve_application_amount_candidates(cls, context_json: dict[str, Any]) -> set[Decimal]:
+        review_values = cls._normalize_context_object(context_json.get("review_form_values"))
+        scene_selection = cls._normalize_context_object(context_json.get("expense_scene_selection"))
+        candidates: set[Decimal] = set()
+        for source in (review_values, scene_selection, context_json):
+            for key in ("application_amount", "application_amount_label", "applicationAmount", "applicationAmountLabel"):
+                parsed = cls._parse_context_money_amount(source.get(key))
+                if parsed is not None:
+                    candidates.add(parsed)
+        return candidates
+
+    @staticmethod
+    def _parse_context_money_amount(value: Any) -> Decimal | None:
+        raw_value = str(value or "").strip()
+        if not raw_value:
+            return None
+        compact = re.sub(r"[^\d.\-]", "", raw_value.replace(",", ""))
+        if not compact or compact in {"-", ".", "-."}:
+            return None
+        try:
+            return Decimal(compact).quantize(Decimal("0.01"))
+        except (InvalidOperation, ValueError):
+            return None
+
     @staticmethod
     def _merge_application_link_flag(
         risk_flags: list[Any],

server/src/app/services/expense_claim_item_sync.py

@@ -23,6 +23,7 @@ from app.services.expense_claim_constants import (
     AI_REVIEW_REPEAT_RISK_WARNING_COUNT,
     DOCUMENT_FACT_ITEM_TYPES,
     LOCATION_REQUIRED_EXPENSE_TYPES,
+    OPTIONAL_ATTACHMENT_ITEM_TYPES,
     SYSTEM_GENERATED_ITEM_TYPES,
     TRAVEL_ALLOWANCE_TRIGGER_ITEM_TYPES,
     TRAVEL_POLICY_HOTEL_NIGHT_PATTERN,
@@ -399,6 +400,20 @@ class ExpenseClaimItemSyncMixin:
             return 1
         return max(0, int(policy.min_attachment_count or 0))
 
+    @staticmethod
+    def _is_attachment_required_item_type(item_type: str | None) -> bool:
+        normalized = str(item_type or "").strip().lower()
+        return normalized not in SYSTEM_GENERATED_ITEM_TYPES and normalized not in OPTIONAL_ATTACHMENT_ITEM_TYPES
+
+    def _resolve_claim_required_attachment_count(self, claim: ExpenseClaim) -> int:
+        required_items = [
+            item for item in list(claim.items or [])
+            if self._is_attachment_required_item_type(item.item_type)
+        ]
+        if not required_items:
+            return 0
+        return min(self._resolve_min_attachment_count(claim.expense_type), len(required_items))
+
     def _build_scene_reason_corpus(self, claim: ExpenseClaim) -> str:
         parts = [str(claim.reason or "").strip(), str(claim.location or "").strip()]
         for item in claim.items:
@@ -454,16 +469,16 @@ class ExpenseClaimItemSyncMixin:
     def _format_submission_blocked_message(issues: list[str]) -> str:
         normalized_issues = [str(issue or "").strip() for issue in issues if str(issue or "").strip()]
         if not normalized_issues:
-            return "AI预审未通过，但没有返回明确原因，请刷新草稿后重试。"
+            return "自动检测未通过，但没有返回明确原因，请刷新草稿后重试。"
 
-        return "AI预审暂未通过，原因如下：\n" + "\n".join(
+        return "自动检测暂未通过，原因如下：\n" + "\n".join(
             f"{index}. {issue}" for index, issue in enumerate(normalized_issues, start=1)
         )
 
     def _validate_claim_for_submission(self, claim: ExpenseClaim) -> list[str]:
         issues: list[str] = []
         claim_location_required = self._is_location_required_expense_type(claim.expense_type)
-        claim_min_attachment_count = self._resolve_min_attachment_count(claim.expense_type)
+        claim_min_attachment_count = self._resolve_claim_required_attachment_count(claim)
 
         if self._is_missing_value(claim.employee_name):
             issues.append("申请人未完善")
@@ -498,7 +513,7 @@ class ExpenseClaimItemSyncMixin:
                 issues.append(f"{prefix}缺少地点")
             if item.item_amount is None or item.item_amount <= Decimal("0.00"):
                 issues.append(f"{prefix}缺少金额")
-            if not is_system_generated and self._is_missing_value(item.invoice_id):
+            if self._is_attachment_required_item_type(item.item_type) and self._is_missing_value(item.invoice_id):
                 issues.append(f"{prefix}缺少票据标识")
 
         return issues

server/src/app/services/expense_claim_pre_review.py

@@ -68,7 +68,7 @@ class ExpenseClaimPreReviewMixin:
                 ),
             ),
         )
-        claim.approval_stage = "AI预审" if not is_application_claim else claim.approval_stage
+        claim.approval_stage = "待提交" if not is_application_claim else claim.approval_stage
         claim.submitted_at = None
 
         self.db.commit()
@@ -105,16 +105,16 @@ class ExpenseClaimPreReviewMixin:
         business_stage: str,
     ) -> dict[str, Any]:
         if passed:
-            message = "AI预审通过，费用明细和附件可进入下一步提交审批。"
+            message = "自动检测通过，费用明细和附件可提交审批。"
         else:
-            message = f"AI预审发现 {blocking_count} 条重大风险，请逐条填写原因后再进入下一步。"
+            message = f"自动检测发现 {blocking_count} 条重大风险，请逐条填写原因后再提交审批。"
 
         return with_risk_business_stage(
             {
                 "source": "ai_pre_review",
                 "event_type": "expense_claim_ai_pre_review",
                 "severity": "info" if passed else "high",
-                "label": "AI预审通过" if passed else "AI预审未通过",
+                "label": "自动检测通过" if passed else "自动检测未通过",
                 "message": message,
                 "status": "passed" if passed else "failed",
                 "passed": passed,

server/src/app/services/expense_claim_review_preview.py

@@ -198,7 +198,7 @@ class ExpenseClaimReviewPreviewMixin:
                 if review_message:
                     break
             return {
-                "message": review_message or f"报销单 {claim.claim_no} 经 AI预审后转为待补充，请先修正后再提交。",
+                "message": review_message or f"报销单 {claim.claim_no} 经自动检测后转为待补充，请先修正后再提交。",
                 "submission_blocked": True,
                 "draft_only": False,
                 "claim_id": claim.id,
@@ -211,7 +211,7 @@ class ExpenseClaimReviewPreviewMixin:
 
         return {
             "message": (
-                f"报销单 {claim.claim_no} 已完成 AI预审，"
+                f"报销单 {claim.claim_no} 已完成自动检测，"
                 f"当前节点为 {claim.approval_stage or '审批中'}。"
             ),
             "draft_only": False,

server/src/app/services/expense_claim_risk_review.py

@@ -62,9 +62,9 @@ class ExpenseClaimRiskReviewMixin(
                 {
                     "source": "submission_review",
                     "severity": "high",
-                    "label": "AI预审重点复核",
+                    "label": "自动检测重点复核",
                     "message": (
-                        f"AI预审发现 {len(high_attachment_flags)} 条高风险附件，"
+                        f"自动检测发现 {len(high_attachment_flags)} 条高风险附件，"
                         "已随单流转给审批人重点复核。"
                     ),
                 }
@@ -74,9 +74,9 @@ class ExpenseClaimRiskReviewMixin(
                 {
                     "source": "submission_review",
                     "severity": "medium",
-                    "label": "AI预审提醒",
+                    "label": "自动检测提醒",
                     "message": (
-                        f"AI预审发现 {len(medium_attachment_flags)} 条中风险附件，"
+                        f"自动检测发现 {len(medium_attachment_flags)} 条中风险附件，"
                         "已随单流转给审批人复核。"
                     ),
                 }
@@ -90,7 +90,7 @@ class ExpenseClaimRiskReviewMixin(
                     "source": "submission_review",
                     "severity": "medium",
                     "label": "审批链待分配",
-                    "message": "AI预审发现直属领导缺失，已提交到审批环节等待分配或复核。",
+                    "message": "自动检测发现直属领导缺失，已提交到审批环节等待分配或复核。",
                 }
             )
 
@@ -147,7 +147,7 @@ class ExpenseClaimRiskReviewMixin(
                 )
 
         if attention_reasons:
-            summary_message = "AI预审发现需审批重点关注事项：" + "；".join(
+            summary_message = "自动检测发现需审批重点关注事项：" + "；".join(
                 dict.fromkeys(attention_reasons)
             )
             review_flags.insert(
@@ -155,7 +155,7 @@ class ExpenseClaimRiskReviewMixin(
                 {
                     "source": "submission_review",
                     "severity": "medium",
-                    "label": "AI预审重点复核",
+                    "label": "自动检测重点复核",
                     "message": summary_message,
                 },
             )
@@ -167,7 +167,7 @@ class ExpenseClaimRiskReviewMixin(
             "approval_stage": "直属领导审批",
             "risk_flags": preserved_flags + review_flags,
             "message": (
-                f"报销单 {claim.claim_no} 已完成 AI预审，"
+                f"报销单 {claim.claim_no} 已完成自动检测，"
                 f"现已提交给直属领导 {manager_name or '审批人'} 审批。"
             ),
             "passed": True,

server/src/app/services/expense_claims.py

@@ -11,7 +11,7 @@ from pathlib import Path
 from types import SimpleNamespace
 from typing import Any
 
-from sqlalchemy import func, or_, select
+from sqlalchemy import delete, func, or_, select
 from sqlalchemy import inspect as sqlalchemy_inspect
 from sqlalchemy.exc import IntegrityError
 from sqlalchemy.orm import Session, selectinload
@@ -21,6 +21,8 @@ from app.core.agent_enums import AgentAssetDomain, AgentAssetStatus, AgentAssetT
 from app.models.agent_asset import AgentAsset
 from app.models.employee import Employee
 from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
+from app.models.hermes_report import HermesRiskReport
+from app.models.risk_observation import RiskObservation, RiskObservationFeedback
 from app.schemas.ontology import OntologyEntity, OntologyParseResult
 from app.schemas.reimbursement import (
     ExpenseClaimItemCreate,
@@ -560,6 +562,9 @@ class ExpenseClaimService(
         if claim is None:
             return None
 
+        if self._is_expense_application_claim(claim) and not current_user.is_admin:
+            raise ValueError("申请单只有系统管理员可以删除。")
+
         if self._access_policy.is_archived_claim(claim) and not current_user.is_admin:
             raise ValueError("已归档单据不能删除，只有高级管理员可以执行删除。")
 
@@ -572,6 +577,7 @@ class ExpenseClaimService(
         resource_id = claim.id
 
         self._release_budget_for_delete(claim, current_user)
+        self._delete_claim_analysis_records(resource_id)
         self._attachment_storage.delete_claim_files(claim)
         self.db.delete(claim)
         self.db.commit()
@@ -588,6 +594,16 @@ class ExpenseClaimService(
 
         return claim
 
+    def _delete_claim_analysis_records(self, claim_id: str) -> None:
+        observation_ids = select(RiskObservation.id).where(RiskObservation.claim_id == claim_id)
+        self.db.execute(
+            delete(RiskObservationFeedback).where(
+                RiskObservationFeedback.observation_id.in_(observation_ids)
+            )
+        )
+        self.db.execute(delete(RiskObservation).where(RiskObservation.claim_id == claim_id))
+        self.db.execute(delete(HermesRiskReport).where(HermesRiskReport.claim_id == claim_id))
+
     def return_claim(
         self,
         claim_id: str,
@@ -740,8 +756,6 @@ class ExpenseClaimService(
 
 
 
-
-
 
 
 

server/src/app/services/risk_rule_template_executor.py

@@ -14,6 +14,7 @@ CITY_CONSISTENCY_SEMANTIC_TYPES = {
     "travel_city_consistency",
     "travel_route_city_consistency",
 }
+ROUTE_CITY_SPLIT_PATTERN = re.compile(r"\s*(?:至|到|→|->|－|-|—|~|～|/|、|，|,|;|；)\s*")
 
 
 class RiskRuleTemplateExecutor:
@@ -612,19 +613,32 @@ class RiskRuleTemplateExecutor:
     ) -> list[str]:
         if len(route_values) < 2:
             return []
-        allowed = {value.lower() for value in [*reference_values, *home_values] if value}
+        allowed_values = [value for value in [*reference_values, *home_values] if value]
-        if not allowed:
+        if not allowed_values:
             return []
         candidates = route_values if home_values else route_values[1:-1]
         unexpected: list[str] = []
         for city in candidates:
-            normalized = city.lower()
+            if RiskRuleTemplateExecutor._values_overlap([city], allowed_values):
-            if normalized in allowed:
                 continue
             if city not in unexpected:
                 unexpected.append(city)
         return unexpected
 
+    @staticmethod
+    def _expand_route_city_values(values: list[Any]) -> list[Any]:
+        expanded: list[Any] = []
+        for value in values:
+            if isinstance(value, (list, tuple, set)):
+                expanded.extend(RiskRuleTemplateExecutor._expand_route_city_values(list(value)))
+                continue
+            text = str(value or "").strip()
+            if not text:
+                continue
+            parts = [part.strip() for part in ROUTE_CITY_SPLIT_PATTERN.split(text) if part.strip()]
+            expanded.extend(parts if len(parts) >= 2 else [text])
+        return expanded
+
     def _resolve_attachment_values(
         self, field_key: str, contexts: list[dict[str, Any]]
     ) -> list[str]:
@@ -643,7 +657,7 @@ class RiskRuleTemplateExecutor:
                     else self._scan_document_values(document_info, "city")
                 )
             elif field_key == "route_cities":
-                values.extend(self._scan_document_values(document_info, field_key))
+                values.extend(self._expand_route_city_values(self._scan_document_values(document_info, field_key)))
             else:
                 values.extend(self._scan_document_values(document_info, field_key))
         return self._normalize_values(values)
@@ -878,9 +892,9 @@ class RiskRuleTemplateExecutor:
         left_set = {value.lower() for value in left_values}
         right_set = {value.lower() for value in right_values}
         if operator in {"equals", "in", "overlap"}:
-            return bool(left_set & right_set)
+            return RiskRuleTemplateExecutor._values_overlap(left_values, right_values)
         if operator in {"not_equals", "not_in", "not_overlap"}:
-            return not bool(left_set & right_set)
+            return not RiskRuleTemplateExecutor._values_overlap(left_values, right_values)
         if operator == "contains_any":
             return any(any(right in left for right in right_set) for left in left_set)
         return bool(left_set & right_set)

server/src/app/services/user_agent_application.py

@@ -4,7 +4,7 @@ import re
 from datetime import UTC, datetime
 from decimal import Decimal, InvalidOperation
 
-from sqlalchemy import select
+from sqlalchemy import or_, select
 
 from app.api.deps import CurrentUserContext
 from app.models.financial_record import ExpenseClaim
@@ -20,7 +20,10 @@ from app.services.document_numbering import (
     build_document_number,
     generate_unique_expense_claim_no,
 )
-from app.services.user_agent_application_dates import expand_application_time_with_days
+from app.services.user_agent_application_dates import (
+    expand_application_time_with_days,
+    resolve_application_days_from_time_range,
+)
 from app.services.user_agent_application_locations import normalize_application_location
 from app.services.application_system_estimate import apply_application_system_estimate_to_facts
 
@@ -32,6 +35,43 @@ APPLICATION_CONTEXT_VALUES = {
     "preapproval",
 }
 APPLICATION_BASE_FIELDS = ("time", "location", "reason")
+APPLICATION_TIME_LABELS = ("行程时间", "招待时间", "申请时间", "发生时间", "业务发生时间", "时间")
+APPLICATION_FIELD_LABELS = (
+    "申请类型",
+    "费用类型",
+    "姓名",
+    "申请人",
+    "部门",
+    "岗位",
+    "职级",
+    "直属领导",
+    *APPLICATION_TIME_LABELS,
+    "地点",
+    "业务地点",
+    "发生地点",
+    "目的地",
+    "事由",
+    "申请事由",
+    "出差事由",
+    "原因",
+    "用途",
+    "天数",
+    "出差天数",
+    "申请天数",
+    "出行方式",
+    "交通方式",
+    "交通工具",
+    "出行工具",
+    "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",
+)
 APPLICATION_TRANSPORT_OPTIONS = ("飞机", "火车", "轮船")
 APPLICATION_TRANSPORT_KEYWORDS = {
     "飞机": ("飞机", "机票", "航班", "乘机", "坐飞机"),
@@ -64,6 +104,18 @@ APPLICATION_SUBMIT_KEYWORDS = (
     "直接提交",
 )
 APPLICATION_SHORT_CONFIRMATIONS = {"提交", "确认", "是", "好的", "可以", "没问题"}
+APPLICATION_MISSING_VALUES = {"", "待补充", "待确认", "未知", "暂无", "无", "null", "none"}
+APPLICATION_DUPLICATE_IGNORED_STATUSES = {
+    "cancelled",
+    "canceled",
+    "void",
+    "voided",
+    "deleted",
+    "已取消",
+    "已作废",
+    "作废",
+    "已删除",
+}
 
 
 class UserAgentApplicationMixin:
@@ -119,7 +171,12 @@ class UserAgentApplicationMixin:
         step = self._resolve_expense_application_step(payload, facts)
         application_claim = None
         if step == "submitted":
-            application_claim = self._create_expense_application_record(payload, facts)
+            application_claim = self._find_duplicate_expense_application_record(payload, facts)
+            if application_claim is not None:
+                step = "duplicate"
+                facts["duplicate_application_stage"] = str(application_claim.approval_stage or "").strip()
+            else:
+                application_claim = self._create_expense_application_record(payload, facts)
             facts["application_no"] = application_claim.claim_no
             facts["application_claim_id"] = application_claim.id
             facts["manager_name"] = self._resolve_application_manager_name(payload, application_claim)
@@ -128,7 +185,11 @@ class UserAgentApplicationMixin:
             citations=[],
             suggested_actions=self._build_expense_application_actions(step, facts),
             query_payload=None,
-            draft_payload=self._build_submitted_application_payload(application_claim, facts),
+            draft_payload=(
+                self._build_submitted_application_payload(application_claim, facts)
+                if step == "submitted"
+                else None
+            ),
             review_payload=None,
             risk_flags=risk_flags,
             requires_confirmation=step == "preview",
@@ -170,6 +231,19 @@ class UserAgentApplicationMixin:
                 ]
             )
 
+        if step == "duplicate":
+            application_no = str(facts.get("application_no") or "").strip()
+            stage = str(facts.get("duplicate_application_stage") or "").strip() or "处理中"
+            time_label = self._resolve_application_time_label(facts)
+            return "\n\n".join(
+                [
+                    f"检测到同一申请人、同一申请类型、同一{time_label}已存在申请单，系统没有重复创建。",
+                    f"已有申请单号：{application_no}",
+                    f"当前节点：{stage}",
+                    "如需继续处理，请在单据中心查看该申请；如果本次业务时间不同，请先调整时间后再提交。",
+                ]
+            )
+
         return "\n\n".join(
             [
                 "这是费用申请核对结果，请核对：",
@@ -225,13 +299,27 @@ class UserAgentApplicationMixin:
                 facts[key] = value
 
         context_json = payload.context_json or {}
-        current_user = getattr(payload, "current_user", None)
+        context_time = self._resolve_application_time_from_context(context_json)
+        if context_time and self._should_prefer_context_application_time(facts.get("time", ""), context_time):
+            facts["time"] = context_time
+        current_user = self._build_application_current_user(payload)
+        employee = ExpenseClaimAccessPolicy(self.db).resolve_current_employee(current_user)
         if not facts["applicant"]:
             facts["applicant"] = str(
                 context_json.get("name")
                 or context_json.get("user_name")
                 or context_json.get("applicant")
-                or getattr(current_user, "name", "")
+                or (employee.name if employee is not None else "")
+                or current_user.name
+                or ""
+            ).strip()
+        if not facts["grade"]:
+            facts["grade"] = str(
+                context_json.get("grade")
+                or context_json.get("employee_grade")
+                or context_json.get("employeeGrade")
+                or current_user.grade
+                or (employee.grade if employee is not None else "")
                 or ""
             ).strip()
         if not facts["department"]:
@@ -239,7 +327,12 @@ class UserAgentApplicationMixin:
                 context_json.get("department")
                 or context_json.get("department_name")
                 or context_json.get("departmentName")
-                or getattr(current_user, "department_name", "")
+                or current_user.department_name
+                or (
+                    employee.organization_unit.name
+                    if employee is not None and employee.organization_unit is not None
+                    else ""
+                )
                 or ""
             ).strip()
         if not facts["position"]:
@@ -247,6 +340,8 @@ class UserAgentApplicationMixin:
                 context_json.get("position")
                 or context_json.get("employee_position")
                 or context_json.get("employeePosition")
+                or current_user.position
+                or (employee.position if employee is not None else "")
                 or ""
             ).strip()
         if not facts["manager_name"]:
@@ -255,7 +350,17 @@ class UserAgentApplicationMixin:
                 or context_json.get("managerName")
                 or context_json.get("direct_manager_name")
                 or context_json.get("directManagerName")
-                or getattr(current_user, "manager_name", "")
+                or current_user.manager_name
+                or (
+                    employee.manager.name
+                    if employee is not None and employee.manager is not None
+                    else ""
+                )
+                or (
+                    employee.organization_unit.manager_name
+                    if employee is not None and employee.organization_unit is not None
+                    else ""
+                )
                 or ""
             ).strip()
 
@@ -266,6 +371,10 @@ class UserAgentApplicationMixin:
             facts.get("days", ""),
             payload.context_json or {},
         )
+        if self._is_application_missing_value(facts.get("days", "")):
+            range_days = resolve_application_days_from_time_range(facts.get("time", ""))
+            if range_days:
+                facts["days"] = f"{range_days}天"
         apply_application_system_estimate_to_facts(facts)
         return facts
 
@@ -285,11 +394,12 @@ class UserAgentApplicationMixin:
                     return value
             return ""
 
+        reason = UserAgentApplicationMixin._cleanup_application_reason_candidate(pick("reason"))
         return {
             "application_type": pick("applicationType", "application_type"),
             "time": pick("time", "timeRange", "time_range"),
             "location": pick("location"),
-            "reason": pick("reason"),
+            "reason": reason,
             "days": pick("days"),
             "transport_mode": pick("transportMode", "transport_mode"),
             "amount": pick("amount"),
@@ -313,6 +423,10 @@ class UserAgentApplicationMixin:
             "policy_total_amount": pick("policyTotalAmount", "policy_total_amount"),
         }
 
+    @staticmethod
+    def _is_application_missing_value(value: object) -> bool:
+        return str(value or "").strip().lower() in APPLICATION_MISSING_VALUES
+
     def _resolve_expense_application_step(
         self,
         payload: UserAgentRequest,
@@ -384,10 +498,16 @@ class UserAgentApplicationMixin:
     def _resolve_application_time_from_text(message: str) -> str:
         labeled = UserAgentApplicationMixin._resolve_application_labeled_value(
             message,
-            ("发生时间", "业务发生时间", "申请时间", "时间"),
+            APPLICATION_TIME_LABELS,
         )
         if labeled:
             return labeled
+        range_match = re.search(
+            r"(?P<start>20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?)\s*(?:至|到|~|—|–|--)\s*(?P<end>20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?)",
+            str(message or ""),
+        )
+        if range_match:
+            return f"{range_match.group('start').rstrip('日')} 至 {range_match.group('end').rstrip('日')}"
         match = re.search(
             r"(?P<date>20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?)",
             str(message or ""),
@@ -406,11 +526,26 @@ class UserAgentApplicationMixin:
             return start_date if start_date == end_date else f"{start_date} 至 {end_date}"
         return display_value
 
+    @staticmethod
+    def _should_prefer_context_application_time(current_time: str, context_time: str) -> bool:
+        current = str(current_time or "").strip()
+        context = str(context_time or "").strip()
+        if not context:
+            return False
+        if not current:
+            return True
+        if "至" not in context:
+            return False
+        current_dates = re.findall(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", current)
+        context_dates = re.findall(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", context)
+        return len(current_dates) <= 1 and len(context_dates) >= 2 and current_dates[:1] == context_dates[:1]
+
     @staticmethod
     def _resolve_application_labeled_value(message: str, labels: tuple[str, ...]) -> str:
         label_pattern = "|".join(re.escape(label) for label in labels)
+        next_label_pattern = "|".join(re.escape(label) for label in APPLICATION_FIELD_LABELS)
         match = re.search(
-            rf"(?:{label_pattern})[:：]\s*(?P<value>[^\n，。；;]+)",
+            rf"(?:{label_pattern})[:：]\s*(?P<value>[\s\S]*?)(?=\s*(?:{next_label_pattern})[:：]|[\n，。；;]|$)",
             str(message or ""),
         )
         return match.group("value").strip() if match else ""
@@ -478,7 +613,7 @@ class UserAgentApplicationMixin:
             ("事由", "申请事由", "出差事由", "原因", "用途"),
         )
         if labeled:
-            return labeled
+            return UserAgentApplicationMixin._cleanup_application_reason_candidate(labeled)
 
         text = str(message or "").strip()
         if not text:
@@ -492,7 +627,15 @@ class UserAgentApplicationMixin:
 
         if not candidates:
             return ""
-        return max(candidates, key=len)
+        business_candidate = next(
+            (
+                candidate
+                for candidate in candidates
+                if any(keyword in candidate for keyword in APPLICATION_REASON_VERBS)
+            ),
+            "",
+        )
+        return business_candidate or max(candidates, key=len)
 
     @staticmethod
     def _cleanup_application_reason_candidate(segment: str) -> str:
@@ -501,10 +644,12 @@ class UserAgentApplicationMixin:
             return ""
 
         text = re.sub(
-            r"^(?:发生时间|业务发生时间|申请时间|时间|地点|业务地点|发生地点|天数|出差天数|申请天数|出行方式|交通方式|交通工具|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)[:：]\s*",
+            r"^(?:行程时间|招待时间|发生时间|业务发生时间|申请时间|时间|地点|业务地点|发生地点|目的地|天数|出差天数|申请天数|出行方式|交通方式|交通工具|出行工具|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*",
             "",
             text,
         )
+        if re.fullmatch(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?\s*(?:至|到|~|—|–|--)\s*20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", text):
+            return ""
         if re.fullmatch(r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?", text):
             return ""
         if re.fullmatch(r"(?P<days>\d+|[一二两三四五六七八九十]{1,3})\s*天", text):
@@ -617,8 +762,8 @@ class UserAgentApplicationMixin:
         return {
             "expense_type": "申请类型",
             "amount": "系统预估费用",
-            "time_range": "发生时间",
+            "time_range": "申请时间",
-            "time": "发生时间",
+            "time": "申请时间",
             "location": "地点",
             "reason": "申请事由",
             "days": "天数",
@@ -656,7 +801,7 @@ class UserAgentApplicationMixin:
     @staticmethod
     def _resolve_application_prefill_config(field: str) -> tuple[str, str]:
         config = {
-            "time": ("补充发生时间", "申请时间段："),
+            "time": ("补充申请时间", "申请时间段："),
             "location": ("补充地点", "地点："),
             "reason": ("补充申请事由", "事由："),
             "days": ("补充天数", "天数："),
@@ -699,7 +844,17 @@ class UserAgentApplicationMixin:
         return "差旅费用申请"
 
     @staticmethod
-    def _build_application_summary(facts: dict[str, str]) -> str:
+    def _resolve_application_time_label(facts: dict[str, str]) -> str:
+        application_type = str(facts.get("application_type") or "").strip()
+        if "差旅" in application_type or "出差" in application_type:
+            return "行程时间"
+        if "招待" in application_type or "宴请" in application_type or "餐饮" in application_type:
+            return "招待时间"
+        return "申请时间"
+
+    @classmethod
+    def _build_application_summary(cls, facts: dict[str, str]) -> str:
+        time_label = cls._resolve_application_time_label(facts)
         return "\n".join(
             f"{label}：{value or '待补充'}"
             for label, value in (
@@ -709,7 +864,7 @@ class UserAgentApplicationMixin:
                 ("岗位", facts.get("position", "")),
                 ("职级", facts.get("grade", "")),
                 ("直属领导", facts.get("manager_name", "")),
-                ("发生时间", facts.get("time", "")),
+                (time_label, facts.get("time", "")),
                 ("地点", facts.get("location", "")),
                 ("事由", facts.get("reason", "")),
                 ("天数", facts.get("days", "")),
@@ -722,12 +877,14 @@ class UserAgentApplicationMixin:
             )
         )
 
-    @staticmethod
+    @classmethod
     def _build_application_summary_table(
+        cls,
         facts: dict[str, str],
         *,
         include_empty: bool = True,
     ) -> str:
+        time_label = cls._resolve_application_time_label(facts)
         rows = [
             ("申请类型", facts.get("application_type", "")),
             ("姓名", facts.get("applicant", "")),
@@ -735,7 +892,7 @@ class UserAgentApplicationMixin:
             ("岗位", facts.get("position", "")),
             ("职级", facts.get("grade", "")),
             ("直属领导", facts.get("manager_name", "")),
-            ("发生时间", facts.get("time", "")),
+            (time_label, facts.get("time", "")),
             ("地点", facts.get("location", "")),
             ("事由", facts.get("reason", "")),
             ("天数", facts.get("days", "")),
@@ -816,6 +973,90 @@ class UserAgentApplicationMixin:
         self.db.refresh(claim)
         return claim
 
+    def _find_duplicate_expense_application_record(
+        self,
+        payload: UserAgentRequest,
+        facts: dict[str, str],
+    ) -> ExpenseClaim | None:
+        current_user = self._build_application_current_user(payload)
+        access_policy = ExpenseClaimAccessPolicy(self.db)
+        employee = access_policy.resolve_current_employee(current_user)
+        employee_id = employee.id if employee is not None else None
+        employee_name = str(current_user.username or current_user.name or payload.user_id or "anonymous").strip()
+        if employee is not None:
+            employee_name = str(employee.name or employee.employee_no or employee.email or employee_name).strip()
+
+        employee_filter = ExpenseClaim.employee_name == employee_name
+        if employee_id is not None:
+            employee_filter = or_(ExpenseClaim.employee_id == employee_id, employee_filter)
+
+        stmt = (
+            select(ExpenseClaim)
+            .where(
+                ExpenseClaim.expense_type == self._resolve_application_expense_type_code(facts),
+                employee_filter,
+            )
+            .order_by(ExpenseClaim.id.desc())
+            .limit(100)
+        )
+        occurred_at = self._parse_application_occurred_at(facts.get("time", ""))
+        for claim in self.db.scalars(stmt).all():
+            if self._is_ignored_application_duplicate_status(claim.status):
+                continue
+            if self._matches_application_business_time(claim, facts, occurred_at):
+                return claim
+        return None
+
+    @staticmethod
+    def _is_ignored_application_duplicate_status(status: str | None) -> bool:
+        return str(status or "").strip().lower() in APPLICATION_DUPLICATE_IGNORED_STATUSES
+
+    @classmethod
+    def _matches_application_business_time(
+        cls,
+        claim: ExpenseClaim,
+        facts: dict[str, str],
+        occurred_at: datetime,
+    ) -> bool:
+        current_time = cls._normalize_application_time_identity(facts.get("time"))
+        existing_detail = cls._extract_application_detail_from_claim(claim)
+        existing_time = cls._normalize_application_time_identity(existing_detail.get("time"))
+        if current_time and existing_time:
+            return current_time == existing_time
+        if claim.occurred_at is None:
+            return False
+        return claim.occurred_at.date() == occurred_at.date()
+
+    @staticmethod
+    def _normalize_application_time_identity(value: object) -> str:
+        normalized = str(value or "").strip()
+        if not normalized:
+            return ""
+        normalized = (
+            normalized.replace("到", "至")
+            .replace("~", "至")
+            .replace("—", "至")
+            .replace("–", "至")
+            .replace("－", "至")
+            .replace("/", "-")
+        )
+        return re.sub(r"\s+", "", normalized)
+
+    @staticmethod
+    def _extract_application_detail_from_claim(claim: ExpenseClaim) -> dict[str, object]:
+        flags = claim.risk_flags_json
+        if isinstance(flags, dict):
+            flags = [flags]
+        if not isinstance(flags, list):
+            return {}
+        for item in flags:
+            if not isinstance(item, dict):
+                continue
+            detail = item.get("application_detail")
+            if isinstance(detail, dict):
+                return detail
+        return {}
+
     @staticmethod
     def _build_application_detail_flag(facts: dict[str, str]) -> dict[str, object]:
         return with_risk_business_stage(
@@ -895,6 +1136,24 @@ class UserAgentApplicationMixin:
                 or context_json.get("departmentName")
                 or ""
             ).strip(),
+            cost_center=str(context_json.get("cost_center") or context_json.get("costCenter") or "").strip(),
+            position=str(
+                context_json.get("position")
+                or context_json.get("employee_position")
+                or context_json.get("employeePosition")
+                or ""
+            ).strip(),
+            grade=str(
+                context_json.get("grade")
+                or context_json.get("employee_grade")
+                or context_json.get("employeeGrade")
+                or ""
+            ).strip(),
+            employee_no=str(
+                context_json.get("employee_no")
+                or context_json.get("employeeNo")
+                or ""
+            ).strip(),
             manager_name=str(
                 context_json.get("manager_name")
                 or context_json.get("managerName")

server/src/app/services/user_agent_application_dates.py

@@ -43,6 +43,20 @@ def resolve_application_days_count(days_text: str) -> int:
     return _parse_chinese_number(chinese_match.group(0))
 
 
+def resolve_application_days_from_time_range(time_text: str) -> int:
+    matches = re.findall(
+        r"20\d{2}[-/.年]\d{1,2}[-/.月]\d{1,2}日?",
+        str(time_text or ""),
+    )
+    if len(matches) < 2:
+        return 0
+    start_date = _parse_application_date(matches[0])
+    end_date = _parse_application_date(matches[-1])
+    if start_date is None or end_date is None or end_date < start_date:
+        return 0
+    return (end_date - start_date).days + 1
+
+
 def _resolve_start_date(time_text: str, context_json: dict[str, Any]) -> date | None:
     if time_text:
         match = re.search(

server/src/app/services/user_agent_review_messages.py

@@ -183,9 +183,14 @@ class UserAgentReviewMessageMixin:
             if draft_payload is not None and draft_payload.claim_no:
                 return (
                     f"已按您当前确认的信息保存为草稿 {draft_payload.claim_no}。"
-                    "后续上传附件或补充票据信息时，请关联这张草稿；补齐缺失项后再继续提交。"
+                    "系统已完成草稿规则校验，风险与异常可在单据详情查看。"
+                    "如果还有其他票据，可以继续在当前对话上传，我会归集到这张草稿。"
                 )
-            return "已按您当前确认的信息保存为草稿。后续上传附件或补充票据信息时，请关联这张草稿；补齐缺失项后再继续提交。"
+            return (
+                "已按您当前确认的信息保存为草稿。"
+                "系统已完成草稿规则校验，风险与异常可在单据详情查看。"
+                "如果还有其他票据，可以继续在当前对话上传，我会归集到这张草稿。"
+            )
         if review_action == "link_to_existing_draft":
             document_count = self._resolve_review_document_count(payload)
             followup_copy = self._build_review_action_followup_copy(review_payload)
@@ -221,7 +226,7 @@ class UserAgentReviewMessageMixin:
                             "如果确有特殊情况，请先在附加说明中补充原因；补充后可以继续提交给审批人重点复核。"
                         )
                     return (
-                        "AI预审暂未通过，所以还没有提交到审批人。\n"
+                        "自动检测暂未通过，所以还没有提交到审批人。\n"
                         f"{reason_lines}\n"
                         "请先处理以上项目；处理完成后再点继续下一步。"
                     )
@@ -266,7 +271,7 @@ class UserAgentReviewMessageMixin:
                     "如确有特殊情况，请在附加说明中补充原因后继续提交审批。"
                 )
             return (
-                f"AI预审未通过：{reason_text}。"
+                f"自动检测未通过：{reason_text}。"
                 "请先根据风险提示补充原因、调整金额或更换附件，整改后再继续提交。"
             )
 
@@ -478,7 +483,7 @@ class UserAgentReviewMessageMixin:
         if missing_slots:
             return f"当前仍有 {'、'.join(missing_slots)}，暂时只能保存为草稿，补齐后再继续下一步。"
         if receipt_briefs:
-            return "当前必需票据已具备；如还有市内交通、打车、地铁或停车等乘车票据，可以继续上传，也可以继续下一步或保存草稿。"
+            return "当前仍有必需票据待补充，暂时只能保存为草稿；补齐后再继续下一步。"
         if review_payload.can_proceed:
             return "当前信息已较完整，您可以继续下一步，也可以先保存为草稿。"
         return ""
@@ -511,17 +516,9 @@ class UserAgentReviewMessageMixin:
             for item in travel_receipt_state.get("required_missing_labels", [])
             if str(item).strip()
         ]
-        optional_labels = [
-            str(item).strip()
-            for item in travel_receipt_state.get("optional_missing_labels", [])
-            if str(item).strip()
-        ]
-
         provide_items: list[str] = []
         if required_labels:
             provide_items.append("1. 酒店住宿发票/住宿清单（必须，当前待上传）")
-        if optional_labels:
-            provide_items.append(f"{len(provide_items) + 1}. 市内交通/乘车票据（非必须，如打车、地铁、停车等）")
 
         sections = [
             f"您好，{user_name}。我先按票据信息做一次差旅预检。",
@@ -546,11 +543,6 @@ class UserAgentReviewMessageMixin:
                 "处理建议：酒店票据仍缺失，暂时不能继续下一步。"
                 "您可以先保存为草稿，补齐后再提交。"
             )
-        elif can_proceed and optional_labels:
-            sections.append(
-                "处理建议：必需票据已具备。"
-                "如暂时没有乘车票据，也可以继续下一步，或先保存为草稿。"
-            )
         elif can_proceed:
             sections.append(
                 "处理建议：当前信息已较完整，确认无误后可以继续下一步；"

server/src/app/services/user_agent_review_slots.py

@@ -232,6 +232,17 @@ class UserAgentReviewSlotMixin:
                 evidence="来源于用户修改后的结构化表单。",
             )
 
+        application_time = str(review_form_values.get("application_business_time") or "").strip()
+        if application_time:
+            return self._build_slot_value(
+                value=application_time,
+                raw_value=application_time,
+                normalized_value=application_time,
+                source="detail_context",
+                confidence=0.86,
+                evidence="来源于已关联申请单，作为本次报销草稿的发生时间依据。",
+            )
+
         time_range = payload.ontology.time_range
         if time_range.start_date and time_range.end_date:
             normalized_value = (
@@ -265,6 +276,16 @@ class UserAgentReviewSlotMixin:
                     evidence="来源于用户修改后的结构化表单。",
                 )
 
+        application_location = str(review_form_values.get("application_location") or "").strip()
+        if application_location:
+            return self._build_slot_value(
+                value=application_location,
+                normalized_value=application_location,
+                source="detail_context",
+                confidence=0.86,
+                evidence="来源于已关联申请单，作为本次报销草稿的地点依据。",
+            )
+
         if str(payload.context_json.get("entry_source") or "").strip() == "detail":
             request_context = payload.context_json.get("request_context")
             if isinstance(request_context, dict):
@@ -370,6 +391,17 @@ class UserAgentReviewSlotMixin:
                 evidence="来源于用户修改后的结构化表单。",
             )
 
+        application_reason = str(review_form_values.get("application_reason") or "").strip()
+        if application_reason:
+            return self._build_slot_value(
+                value=application_reason,
+                raw_value=application_reason,
+                normalized_value=application_reason,
+                source="detail_context",
+                confidence=0.9,
+                evidence="来源于已关联申请单，作为本次报销草稿的事由依据。",
+            )
+
         inferred_reason = self._infer_reason_from_claim_groups(
             claim_groups=claim_groups,
         )
@@ -420,6 +452,22 @@ class UserAgentReviewSlotMixin:
                 evidence="来源于用户修改后的结构化表单。",
             )
 
+        application_amount = str(
+            review_form_values.get("application_amount")
+            or review_form_values.get("application_amount_label")
+            or ""
+        ).strip()
+        if application_amount:
+            normalized = self._normalize_amount_text(application_amount)
+            return self._build_slot_value(
+                value=normalized,
+                raw_value=application_amount,
+                normalized_value=normalized,
+                source="detail_context",
+                confidence=0.86,
+                evidence="来源于已关联申请单，作为本次报销草稿的金额依据。",
+            )
+
         amount_value = entity_map.get("amount", "")
         if amount_value:
             normalized = self._normalize_amount_text(amount_value)

server/src/app/services/user_agent_review_travel_receipts.py

@@ -99,9 +99,7 @@ class UserAgentReviewTravelReceiptMixin:
             }
 
         has_hotel_invoice = any(self._is_review_hotel_card(card) for card in document_cards)
-        has_local_transport = any(self._is_local_transport_receipt_card(card) for card in document_cards)
         required_missing_labels = [] if has_hotel_invoice else ["酒店的报销票据待上传（必须）"]
-        optional_missing_labels = [] if has_local_transport else ["市内交通/乘车票据可继续上传（非必须）"]
         ticket_amount = sum(
             (self._extract_amount_decimal_from_card(card) or Decimal("0.00"))
             for card in long_distance_cards
@@ -116,9 +114,9 @@ class UserAgentReviewTravelReceiptMixin:
             "destination": self._resolve_travel_receipt_destination(payload, long_distance_cards),
             "days": self._resolve_travel_receipt_days(payload, long_distance_cards),
             "has_hotel_invoice": has_hotel_invoice,
-            "has_local_transport": has_local_transport,
+            "has_local_transport": any(self._is_local_transport_receipt_card(card) for card in document_cards),
             "required_missing_labels": required_missing_labels,
-            "optional_missing_labels": optional_missing_labels,
+            "optional_missing_labels": [],
             "blocks_next_step": bool(required_missing_labels),
         }
 
@@ -273,32 +271,20 @@ class UserAgentReviewTravelReceiptMixin:
             for item in travel_receipt_state.get("required_missing_labels", [])
             if str(item).strip()
         ]
-        optional_labels = [
+        if not required_labels:
-            str(item).strip()
-            for item in travel_receipt_state.get("optional_missing_labels", [])
-            if str(item).strip()
-        ]
-        if not required_labels and not optional_labels:
             return []
 
-        content_parts = [*required_labels, *optional_labels]
         required_text = "；".join(required_labels)
-        optional_text = "；".join(optional_labels)
         return [
             UserAgentReviewRiskBrief(
                 title="差旅票据待补充",
-                level="warning" if required_labels else "info",
+                level="warning",
-                content="；".join(content_parts),
+                content=required_text,
                 detail=(
                     "系统已识别到长途交通票据，会按差旅报销口径核对住宿、交通等票据完整性。"
-                    + (f"当前必须补充：{required_text}。" if required_text else "")
+                    + f"当前必须补充：{required_text}。"
-                    + (f"当前还可以补充：{optional_text}。" if optional_text else "")
-                ),
-                suggestion=(
-                    "请先补充酒店住宿发票或住宿清单；在补齐前只能保存为草稿。"
-                    if required_labels
-                    else "如还有市内交通、打车、地铁或停车等乘车票据，可以继续上传；没有也可以进入下一步或保存草稿。"
                 ),
+                suggestion="请先补充酒店住宿发票或住宿清单；在补齐前只能保存为草稿。",
             )
         ]
 
@@ -606,6 +592,10 @@ class UserAgentReviewTravelReceiptMixin:
             message = str(payload.tool_payload.get("message") or "").strip()
             for prefix in (
                 "提交前请先补全信息：",
+                "自动检测暂未通过，原因如下：",
+                "自动检测未通过，原因如下：",
+                "自动检测暂未通过：",
+                "自动检测未通过：",
                 "AI预审暂未通过，原因如下：",
                 "AI预审未通过，原因如下：",
                 "AI预审暂未通过：",
@@ -618,7 +608,9 @@ class UserAgentReviewTravelReceiptMixin:
                 reasons.extend(
                     item.strip()
                     for item in re.split(r"[；;\n]+", message)
-                    if item.strip() and not item.strip().startswith("AI预审暂未通过")
+                    if item.strip()
+                    and not item.strip().startswith("AI预审暂未通过")
+                    and not item.strip().startswith("自动检测暂未通过")
                 )
 
         return list(dict.fromkeys(reason for reason in reasons if reason))

server/tests/test_expense_claim_service.py

@@ -165,6 +165,32 @@ def test_validate_claim_for_submission_still_requires_location_for_travel_claim(
     assert any("缺少地点" in item for item in issues)
 
 
+def test_validate_claim_for_submission_does_not_require_optional_ride_receipt() -> None:
+    service = ExpenseClaimService.__new__(ExpenseClaimService)
+    claim = build_claim(expense_type="transport", location="待补充")
+    claim.invoice_count = 0
+    claim.items[0].item_type = "ride_ticket"
+    claim.items[0].invoice_id = ""
+
+    issues = service._validate_claim_for_submission(claim)
+
+    assert "票据附件数量不足" not in issues
+    assert not any("缺少票据标识" in item for item in issues)
+
+
+def test_validate_claim_for_submission_still_requires_hotel_receipt() -> None:
+    service = ExpenseClaimService.__new__(ExpenseClaimService)
+    claim = build_claim(expense_type="hotel", location="北京")
+    claim.invoice_count = 0
+    claim.items[0].item_type = "hotel_ticket"
+    claim.items[0].invoice_id = ""
+
+    issues = service._validate_claim_for_submission(claim)
+
+    assert "票据附件数量不足" in issues
+    assert any("缺少票据标识" in item for item in issues)
+
+
 def test_save_or_submit_preview_does_not_create_claim_without_explicit_action() -> None:
     user_id = "preview-only@example.com"
     message = "业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报"
@@ -342,6 +368,80 @@ def test_upsert_draft_from_ontology_persists_linked_application_context() -> Non
         assert link_flag["application_detail"]["application_reason"] == "支撑国网仿生产环境部署"
 
 
+def test_upsert_linked_application_draft_without_receipts_has_no_placeholder_item() -> None:
+    user_id = "linked-application-no-receipt@example.com"
+    message = (
+        "报销类型：差旅费\n"
+        "关联申请单：AP-202606-001 / 支撑国网仿生产服务器部署 / 2026-02-20 至 2026-02-23 / 上海 / ¥3,000\n"
+        "报销票据：草稿生成后在详情中上传"
+    )
+
+    with build_session() as db:
+        employee = Employee(
+            employee_no="E5104",
+            name="关联员工",
+            email=user_id,
+            grade="P5",
+        )
+        db.add(employee)
+        db.commit()
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id=user_id,
+            )
+        )
+
+        result = ExpenseClaimService(db).upsert_draft_from_ontology(
+            run_id=ontology.run_id,
+            user_id=user_id,
+            message=message,
+            ontology=ontology,
+            context_json={
+                "name": "关联员工",
+                "user_input_text": message,
+                "review_action": "save_draft",
+                "review_form_values": {
+                    "expense_type": "差旅费",
+                    "amount": "¥3,000",
+                    "reason": "支撑国网仿生产服务器部署",
+                    "location": "上海",
+                    "business_location": "上海",
+                    "time_range": "2026-02-20 至 2026-02-23",
+                    "business_time": "2026-02-20 至 2026-02-23",
+                    "application_claim_id": "application-linked-no-receipt",
+                    "application_claim_no": "AP-202606-001",
+                    "application_reason": "支撑国网仿生产服务器部署",
+                    "application_location": "上海",
+                    "application_amount": "3000",
+                    "application_amount_label": "¥3,000",
+                    "application_business_time": "2026-02-20 至 2026-02-23",
+                },
+                "expense_scene_selection": {
+                    "expense_type": "travel",
+                    "application_claim_id": "application-linked-no-receipt",
+                    "application_claim_no": "AP-202606-001",
+                },
+            },
+        )
+
+        claim = db.get(ExpenseClaim, result["claim_id"])
+        assert claim is not None
+        assert claim.expense_type == "travel"
+        assert claim.reason == "支撑国网仿生产服务器部署"
+        assert claim.location == "上海"
+        assert claim.amount == Decimal("0.00")
+        assert claim.invoice_count == 0
+        assert claim.items == []
+        link_flag = next(
+            flag
+            for flag in claim.risk_flags_json
+            if isinstance(flag, dict) and flag.get("source") == "application_link"
+        )
+        assert link_flag["application_claim_no"] == "AP-202606-001"
+        assert link_flag["application_detail"]["application_amount"] == "3000"
+
+
 def test_unsaved_conversation_expires_after_retention_but_saved_conversation_stays() -> None:
     with build_session() as db:
         service = AgentConversationService(db)
@@ -2165,7 +2265,7 @@ def test_pre_review_claim_records_ai_result_without_submitting() -> None:
 
         assert reviewed is not None
         assert reviewed.status == "draft"
-        assert reviewed.approval_stage == "AI预审"
+        assert reviewed.approval_stage == "待提交"
         assert reviewed.submitted_at is None
         pre_review_flag = next(
             flag
@@ -3098,6 +3198,93 @@ def test_executive_can_delete_submitted_claim() -> None:
         assert db.get(ExpenseClaim, claim_id) is None
 
 
+def test_direct_manager_cannot_delete_application_claim() -> None:
+    current_user = CurrentUserContext(
+        username="manager-delete-application@example.com",
+        name="李经理",
+        role_codes=["manager"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        manager = Employee(
+            employee_no="E-APP-DEL-MANAGER",
+            name="李经理",
+            email="manager-delete-application@example.com",
+        )
+        employee = Employee(
+            employee_no="E-APP-DEL-EMP",
+            name="张三",
+            email="zhangsan-application-delete@example.com",
+            manager=manager,
+        )
+        db.add_all([manager, employee])
+        db.flush()
+        claim = ExpenseClaim(
+            claim_no="APP-DEL-MANAGER-101",
+            employee_id=employee.id,
+            employee_name="张三",
+            department_name="市场部",
+            project_code=None,
+            expense_type="travel_application",
+            reason="差旅申请",
+            location="上海",
+            amount=Decimal("1200.00"),
+            currency="CNY",
+            invoice_count=0,
+            occurred_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2026, 5, 11, 10, 0, tzinfo=UTC),
+            status="submitted",
+            approval_stage="直属领导审批",
+            risk_flags_json=[],
+        )
+        db.add(claim)
+        db.commit()
+        claim_id = claim.id
+
+        with pytest.raises(ValueError, match="申请单只有系统管理员可以删除"):
+            ExpenseClaimService(db).delete_claim(claim_id, current_user)
+
+        assert db.get(ExpenseClaim, claim_id) is not None
+
+
+def test_admin_can_delete_application_claim() -> None:
+    current_user = CurrentUserContext(
+        username="superadmin",
+        name="系统管理员",
+        role_codes=["manager"],
+        is_admin=True,
+    )
+
+    with build_session() as db:
+        claim = ExpenseClaim(
+            claim_no="APP-DEL-ADMIN-101",
+            employee_name="张三",
+            department_name="市场部",
+            project_code=None,
+            expense_type="travel_application",
+            reason="差旅申请",
+            location="上海",
+            amount=Decimal("1200.00"),
+            currency="CNY",
+            invoice_count=0,
+            occurred_at=datetime(2026, 5, 11, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2026, 5, 11, 10, 0, tzinfo=UTC),
+            status="submitted",
+            approval_stage="直属领导审批",
+            risk_flags_json=[],
+        )
+        db.add(claim)
+        db.commit()
+        claim_id = claim.id
+
+        deleted = ExpenseClaimService(db).delete_claim(claim_id, current_user)
+
+        assert deleted is not None
+        assert deleted.claim_no == "APP-DEL-ADMIN-101"
+        assert db.get(ExpenseClaim, claim_id) is None
+
+
 def test_executive_cannot_delete_archived_claim() -> None:
     current_user = CurrentUserContext(
         username="executive-archive-delete@example.com",

server/tests/test_orchestrator_review_flow.py

@@ -268,7 +268,7 @@ def test_review_next_step_blocked_returns_reasons_and_removes_next_step_action(
         assert result["draft_payload"]["status"] == "draft"
         assert response.conversation_id
         assert AgentConversationService(db).get_conversation(response.conversation_id) is not None
-        assert "AI预审暂未通过" in result["answer"]
+        assert "自动检测暂未通过" in result["answer"]
         assert "所属部门未完善" in result["answer"]
         assert "next_step" not in actions
         assert "save_draft" in actions
@@ -710,7 +710,7 @@ def test_orchestrator_application_session_does_not_use_reimbursement_scene_promp
         assert response.status == "blocked"
         assert response.trace_summary.scenario == "expense"
         assert "费用申请" in result["answer"]
-        assert "| 发生时间 | 2026-05-25" in result["answer"]
+        assert "| 行程时间 | 2026-05-25" in result["answer"]
         assert "请先在下面选择报销场景" not in result["answer"]
         assert result.get("review_payload") is None
 

server/tests/test_reimbursement_endpoints.py

@@ -16,6 +16,7 @@ from app.main import create_app
 from app.models.employee import Employee
 from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
 from app.models.organization import OrganizationUnit
+from app.models.risk_observation import RiskObservation, RiskObservationFeedback
 from app.models.role import Role
 from app.schemas.ocr import OcrRecognizeBatchRead, OcrRecognizeDocumentRead
 from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
@@ -594,6 +595,31 @@ def test_claim_delete_allows_draft_owner_by_employee_id_without_employee_no_head
     client, session_factory = build_client()
     with session_factory() as db:
         claim, _ = seed_claim(db)
+        observation = RiskObservation(
+            id="risk-observation-delete-1",
+            observation_key="claim-delete-risk-observation-1",
+            subject_type="expense_claim",
+            subject_key=claim.id,
+            subject_label=claim.claim_no,
+            claim_id=claim.id,
+            claim_no=claim.claim_no,
+            risk_type="policy",
+            risk_signal="draft_pre_review",
+            title="草稿预审风险",
+            description="删除草稿时应同步清理关联风险观察。",
+            risk_score=70,
+            risk_level="medium",
+            confidence_score=0.8,
+        )
+        feedback = RiskObservationFeedback(
+            id="risk-observation-feedback-delete-1",
+            observation=observation,
+            feedback_type="confirm",
+            actor="auditor",
+        )
+        db.add(observation)
+        db.add(feedback)
+        db.commit()
         claim_id = claim.id
 
     response = client.delete(
@@ -608,3 +634,5 @@ def test_claim_delete_allows_draft_owner_by_employee_id_without_employee_no_head
 
     with session_factory() as db:
         assert db.get(ExpenseClaim, claim_id) is None
+        assert db.get(RiskObservation, "risk-observation-delete-1") is None
+        assert db.get(RiskObservationFeedback, "risk-observation-feedback-delete-1") is None

server/tests/test_risk_rule_generation.py

@@ -666,6 +666,82 @@ def test_current_keyword_city_consistency_rule_hits_ticket_city_mismatch() -> No
     assert result["evidence"]["city_consistency"]["reference_values"] == ["北京"]
 
 
+def test_travel_route_city_consistency_allows_normal_round_trip_to_declared_destination() -> None:
+    manifest = {
+        "template_key": "field_compare_v1",
+        "params": {
+            "template_key": "field_compare_v1",
+            "semantic_type": "travel_route_city_consistency",
+            "field_keys": [
+                "attachment.route_cities",
+                "claim.location",
+                "item.item_location",
+                "employee.location",
+                "claim.reason",
+            ],
+            "attachment_city_fields": ["attachment.route_cities"],
+            "reference_city_fields": ["claim.location", "item.item_location"],
+            "home_city_fields": ["employee.location"],
+            "exception_fields": ["claim.reason"],
+            "exception_keywords": ["绕行", "跨城办事", "临时改签"],
+        },
+        "outcomes": {"fail": {"severity": "high"}},
+    }
+    claim = ExpenseClaim(
+        claim_no="TEST-ROUND-TRIP",
+        employee_name="测试员工",
+        department_name="测试部门",
+        expense_type="差旅费",
+        reason="去上海支撑项目部署",
+        location="上海",
+        amount=Decimal("708.00"),
+        currency="CNY",
+        invoice_count=2,
+        occurred_at=datetime.now(UTC),
+        status="draft",
+    )
+    claim.employee = Employee(
+        employee_no="TEST-ROUND-TRIP-EMP",
+        name="测试员工",
+        email="round-trip@example.com",
+        location="武汉",
+    )
+    claim.items = [
+        ExpenseClaimItem(
+            item_date=date.today(),
+            item_type="交通费",
+            item_reason="去上海支撑项目部署",
+            item_location="上海",
+            item_amount=Decimal("354.00"),
+        )
+    ]
+
+    result = RiskRuleTemplateExecutor().evaluate(
+        manifest,
+        claim=claim,
+        contexts=[
+            {
+                "document_info": {
+                    "fields": [
+                        {"key": "route", "label": "行程", "value": "武汉-上海"},
+                    ],
+                },
+                "ocr_text": "铁路电子客票 2026-02-20 武汉-上海 二等座",
+            },
+            {
+                "document_info": {
+                    "fields": [
+                        {"key": "route", "label": "行程", "value": "上海-武汉"},
+                    ],
+                },
+                "ocr_text": "铁路电子客票 2026-02-23 上海-武汉 二等座",
+            },
+        ],
+    )
+
+    assert result is None
+
+
 def test_generate_complex_travel_route_rule_uses_formula_not_keyword_match(tmp_path) -> None:
     text = (
         "差旅报销时，先检查是否已上传交通票据、住宿票据或其他能识别城市的附件；"

server/tests/test_user_agent_service.py

@@ -209,7 +209,7 @@ def test_user_agent_application_context_uses_application_language() -> None:
 
         assert "费用申请" in response.answer
         assert "| 字段 | 内容 |" in response.answer
-        assert "| 发生时间 | 2026-05-25 至 2026-05-27 |" in response.answer
+        assert "| 行程时间 | 2026-05-25 至 2026-05-27 |" in response.answer
         assert "支持上海国网服务器部署" in response.answer
         assert "当前还需要补充：出行方式" in response.answer
         assert "请先在下面选择报销场景" not in response.answer
@@ -224,7 +224,7 @@ def test_user_agent_application_infers_natural_reason_and_expands_single_date()
     with session_factory() as db:
         response = build_application_user_agent_response(db, message)
 
-        assert "| 发生时间 | 2026-05-25 至 2026-05-27 |" in response.answer
+        assert "| 行程时间 | 2026-05-25 至 2026-05-27 |" in response.answer
         assert "| 地点 | 上海市 |" in response.answer
         assert "| 事由 | 支撑上海国网服务器部署 |" in response.answer
         assert "当前还需要先补充：申请事由" not in response.answer
@@ -250,7 +250,7 @@ def test_user_agent_application_normalizes_location_to_region_city() -> None:
         yili_response = build_application_user_agent_response(db, yili_message)
         beijing_response = build_application_user_agent_response(db, beijing_message)
 
-        assert "| 发生时间 | 2026-05-25 至 2026-05-27 |" in yili_response.answer
+        assert "| 行程时间 | 2026-05-25 至 2026-05-27 |" in yili_response.answer
         assert "| 地点 | 新疆，伊犁 |" in yili_response.answer
         assert "| 事由 | 支撑新疆电力仿生产部署 |" in yili_response.answer
         assert "伊犁出差" not in yili_response.answer
@@ -289,7 +289,7 @@ def test_user_agent_application_uses_selected_time_and_natural_language_fields()
             )
         )
 
-        assert "| 发生时间 | 2026-05-25 |" in response.answer
+        assert "| 行程时间 | 2026-05-25 |" in response.answer
         assert "| 地点 | 上海市 |" in response.answer
         assert "| 事由 | 支撑国网服务器上线部署 |" in response.answer
         assert "当前还需要补充：出行方式" in response.answer
@@ -325,6 +325,106 @@ def test_user_agent_application_builds_system_estimate_after_transport_choice()
         assert response.suggested_actions == []
 
 
+def test_user_agent_application_uses_selected_date_range_and_keeps_reason() -> None:
+    session_factory = build_session_factory()
+    message = "去上海出差4天，支撑国网仿生产环境部署，飞机"
+    context_json = {
+        "session_type": "application",
+        "entry_source": "application",
+        "business_time_context": {
+            "mode": "range",
+            "start_date": "2026-02-20",
+            "end_date": "2026-02-23",
+            "display_value": "2026-02-20 至 2026-02-23",
+        },
+        "name": "曹笑竹",
+        "department_name": "技术部",
+        "position": "财务智能化产品经理",
+        "manager_name": "向万红",
+        "grade": "P5",
+    }
+    with session_factory() as db:
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id="pytest",
+                context_json=context_json,
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest",
+                message=message,
+                ontology=ontology,
+                context_json=context_json,
+                tool_payload={"clarification_required": ontology.clarification_required},
+            )
+        )
+
+        assert "| 行程时间 | 2026-02-20 至 2026-02-23 |" in response.answer
+        assert "| 地点 | 上海市 |" in response.answer
+        assert "| 事由 | 支撑国网仿生产环境部署 |" in response.answer
+        assert "| 天数 | 4天 |" in response.answer
+        assert "| 发生时间 |" not in response.answer
+        assert "| 事由 | 2026-02-20 至 2026-02-23 |" not in response.answer
+
+
+def test_user_agent_application_derives_days_from_selected_date_range() -> None:
+    session_factory = build_session_factory()
+    message = "去上海出差，支撑国网仿生产服务器部署，火车"
+    context_json = {
+        "session_type": "application",
+        "entry_source": "application",
+        "business_time_context": {
+            "mode": "range",
+            "start_date": "2026-02-20",
+            "end_date": "2026-02-23",
+            "display_value": "2026-02-20 至 2026-02-23",
+        },
+        "application_preview": {
+            "fields": {
+                "applicationType": "差旅费用申请",
+                "time": "2026-02-20 至 2026-02-23",
+                "location": "上海市",
+                "reason": "支撑国网仿生产服务器部署",
+                "days": "待补充",
+                "transportMode": "火车",
+                "grade": "P5",
+            }
+        },
+        "name": "曹笑竹",
+        "department_name": "技术部",
+        "position": "财务智能化产品经理",
+        "manager_name": "向万红",
+        "grade": "P5",
+    }
+    with session_factory() as db:
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id="pytest",
+                context_json=context_json,
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest",
+                message=message,
+                ontology=ontology,
+                context_json=context_json,
+                tool_payload={"clarification_required": ontology.clarification_required},
+            )
+        )
+
+        assert "| 行程时间 | 2026-02-20 至 2026-02-23 |" in response.answer
+        assert "| 天数 | 4天 |" in response.answer
+        assert "| 天数 | 待补充 |" not in response.answer
+        assert "（4天）" in response.answer
+        assert "（1天）" not in response.answer
+
+
 def test_user_agent_application_missing_base_actions_prefill_composer() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:
@@ -352,7 +452,7 @@ def test_user_agent_application_precomputes_time_from_today_and_days() -> None:
         )
 
         assert "这是费用申请核对结果" in response.answer
-        assert "| 发生时间 | 2026-05-29 至 2026-05-31 |" in response.answer
+        assert "| 行程时间 | 2026-05-29 至 2026-05-31 |" in response.answer
         assert response.requires_confirmation is True
 
 
@@ -395,6 +495,45 @@ def test_user_agent_application_builds_preview_when_amount_is_ready() -> None:
         assert response.suggested_actions == []
 
 
+def test_user_agent_application_preview_uses_employee_grade_profile() -> None:
+    session_factory = build_session_factory()
+    initial_message = (
+        "发生时间：2026-05-25\n"
+        "地点：上海\n"
+        "事由：支持上海国网服务器部署\n"
+        "天数：3天"
+    )
+    with session_factory() as db:
+        employee = Employee(
+            employee_no="APP-GRADE-001",
+            name="李文静",
+            email="pytest-application-grade@example.com",
+            position="解决方案顾问",
+            grade="P5",
+        )
+        db.add(employee)
+        db.commit()
+
+        response = build_application_user_agent_response(
+            db,
+            "预计总费用：12000元",
+            context_overrides={
+                "name": "李文静",
+                "manager_name": "王强",
+            },
+            history=[
+                {"role": "user", "content": initial_message},
+                {"role": "user", "content": "飞机"},
+            ],
+        )
+
+        assert "这是费用申请核对结果" in response.answer
+        assert "| 姓名 | 李文静 |" in response.answer
+        assert "| 岗位 | 解决方案顾问 |" in response.answer
+        assert "| 职级 | P5 |" in response.answer
+        assert "| 职级 | 待补充 |" not in response.answer
+
+
 def test_user_agent_application_submit_enters_leader_review() -> None:
     session_factory = build_session_factory()
     initial_message = (
@@ -408,7 +547,7 @@ def test_user_agent_application_submit_enters_leader_review() -> None:
         "| 字段 | 内容 |\n"
         "| --- | --- |\n"
         "| 申请类型 | 差旅费用申请 |\n"
-        "| 发生时间 | 2026-05-25 |\n"
+        "| 行程时间 | 2026-05-25 |\n"
         "| 地点 | 上海市 |\n"
         "| 事由 | 支持上海国网服务器部署 |\n"
         "| 天数 | 3天 |\n"
@@ -443,6 +582,58 @@ def test_user_agent_application_submit_enters_leader_review() -> None:
         assert claim.employee_name == "pytest"
 
 
+def test_user_agent_application_submit_blocks_duplicate_business_time() -> None:
+    session_factory = build_session_factory()
+    initial_message = (
+        "行程时间：2026-05-25 至 2026-05-27\n"
+        "地点：上海\n"
+        "事由：支持上海国网服务器部署\n"
+        "天数：3天\n"
+        "出行方式：飞机\n"
+        "预计总费用：12000元"
+    )
+    preview_answer = (
+        "这是费用申请核对结果，请核对：\n"
+        "| 字段 | 内容 |\n"
+        "| --- | --- |\n"
+        "| 申请类型 | 差旅费用申请 |\n"
+        "| 行程时间 | 2026-05-25 至 2026-05-27 |\n"
+        "| 地点 | 上海市 |\n"
+        "| 事由 | 支持上海国网服务器部署 |\n"
+        "| 天数 | 3天 |\n"
+        "| 出行方式 | 飞机 |\n"
+        "| 系统预估费用 | 12000元 |\n\n"
+        "请核对上述信息无误，确认无误后 [确认](#application-submit) 提交至审批流程。"
+    )
+    history = [
+        {"role": "user", "content": initial_message},
+        {"role": "assistant", "content": preview_answer},
+    ]
+    with session_factory() as db:
+        first_response = build_application_user_agent_response(
+            db,
+            "确认提交",
+            context_overrides={"manager_name": "陈硕"},
+            history=history,
+        )
+        first_claim = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("AP-%")).one()
+
+        second_response = build_application_user_agent_response(
+            db,
+            "确认提交",
+            context_overrides={"manager_name": "陈硕"},
+            history=history,
+        )
+
+        claims = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("AP-%")).all()
+        assert len(claims) == 1
+        assert "申请单据已生成" in first_response.answer
+        assert "已存在申请单" in second_response.answer
+        assert "系统没有重复创建" in second_response.answer
+        assert first_claim.claim_no in second_response.answer
+        assert second_response.draft_payload is None
+
+
 def test_user_agent_knowledge_fallback_is_honest_and_personalized() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:
@@ -1173,6 +1364,57 @@ def test_user_agent_continues_identification_after_expense_type_selection() -> N
         assert "| 参考合计 |" in response.answer
 
 
+def test_user_agent_uses_linked_application_context_for_review_slots() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        message = "请生成差旅费报销草稿"
+        context_json = {
+            "grade": "P4",
+            "expense_scene_selection": {
+                "expense_type": "travel",
+                "expense_type_label": "差旅费",
+                "original_message": message,
+                "application_claim_id": "application-linked-1",
+                "application_claim_no": "AP-202606-001",
+            },
+            "review_form_values": {
+                "expense_type": "差旅费",
+                "application_claim_id": "application-linked-1",
+                "application_claim_no": "AP-202606-001",
+                "application_reason": "支撑国网仿生产环境部署",
+                "application_location": "北京",
+                "application_amount": "3000元",
+                "application_business_time": "2026-06-01 至 2026-06-03",
+            },
+            "user_input_text": message,
+        }
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id="pytest-linked-application-review@example.com",
+                context_json=context_json,
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest-linked-application-review@example.com",
+                message=message,
+                ontology=ontology,
+                context_json=context_json,
+                tool_payload={"draft_only": True},
+            )
+        )
+
+        assert response.review_payload is not None
+        slot_map = {item.key: item for item in response.review_payload.slot_cards}
+        assert slot_map["reason"].value == "支撑国网仿生产环境部署"
+        assert slot_map["location"].value == "北京"
+        assert slot_map["amount"].value == "3000.00元"
+        assert slot_map["time_range"].value == "2026-06-01 至 2026-06-03"
+        assert "事由说明" not in response.review_payload.missing_slots
+
+
 def test_user_agent_guides_implicit_expense_draft_request() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:
@@ -1422,6 +1664,12 @@ def test_user_agent_keeps_travel_range_when_user_adds_receipts_after_text_contex
         assert followup_slots["time_range"].value == "2026-02-20 至 2026-02-23"
         assert followup_slots["location"].value == "上海"
         assert followup_slots["reason"].value == "去上海支撑上海电力服务器部署，出差3天"
+        followup_risk_text = "\n".join(
+            f"{item.title}\n{item.content}\n{item.detail}"
+            for item in followup_response.review_payload.risk_briefs
+        )
+        assert "票据城市与申报目的地不一致" not in followup_risk_text
+        assert "差旅目的地与票据城市不一致" not in followup_risk_text
 
 
 def test_user_agent_does_not_treat_draft_saved_message_as_precheck_risk_for_transport() -> None:
@@ -1697,7 +1945,9 @@ def test_user_agent_save_draft_answer_guides_followup_to_existing_draft() -> Non
         assert response.draft_payload is not None
         assert response.draft_payload.claim_no == "BX202605220001"
         assert "已按您当前确认的信息保存为草稿 BX202605220001" in response.answer
-        assert "请关联这张草稿" in response.answer
+        assert "系统已完成草稿规则校验" in response.answer
+        assert "继续在当前对话上传" in response.answer
+        assert "请关联这张草稿" not in response.answer
         assert "继续保存草稿" not in response.answer
 
 
@@ -2264,7 +2514,7 @@ def test_user_agent_review_payload_does_not_fill_hotel_name_from_train_ticket()
         ]
         assert "继续下一步" not in [item.label for item in response.review_payload.confirmation_actions]
         assert "酒店住宿发票/住宿清单（必须，当前待上传）" in response.answer
-        assert "市内交通/乘车票据（非必须" in response.answer
+        assert "市内交通/乘车票据（非必须" not in response.answer
         assert "只能保存为草稿" in response.answer or "保存为草稿" in response.answer
         assert "已识别信息：" in response.answer
         assert "酒店住宿发票/住宿清单" in response.answer
@@ -2280,7 +2530,7 @@ def test_user_agent_review_payload_does_not_fill_hotel_name_from_train_ticket()
         assert "列车出发时间" in field_labels
 
 
-def test_user_agent_review_payload_allows_next_step_when_only_optional_ride_receipt_is_missing() -> None:
+def test_user_agent_review_payload_does_not_prompt_when_only_optional_ride_receipt_is_missing() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:
         query = "我去北京出差，上传了火车票和酒店票，帮我生成差旅费报销草稿"
@@ -2341,14 +2591,11 @@ def test_user_agent_review_payload_allows_next_step_when_only_optional_ride_rece
         assert response.review_payload is not None
         assert response.review_payload.can_proceed is True
         assert response.review_payload.missing_slots == []
-        receipt_brief = next(item for item in response.review_payload.risk_briefs if item.title == "差旅票据待补充")
+        assert not any(item.title == "差旅票据待补充" for item in response.review_payload.risk_briefs)
-        assert receipt_brief.level == "info"
-        assert "市内交通/乘车票据可继续上传（非必须）" in receipt_brief.content
-        assert "酒店的报销票据待上传（必须）" not in receipt_brief.content
         action_types = [item.action_type for item in response.review_payload.confirmation_actions]
         assert "save_draft" in action_types
         assert "next_step" in action_types
-        assert "市内交通/乘车票据（非必须" in response.answer
+        assert "市内交通/乘车票据（非必须" not in response.answer
         assert "继续下一步" in response.answer
 
 

web/src/assets/styles/app.css

@@ -207,6 +207,10 @@
   background: #fff;
 }
 
+.mobile-hamburger-btn {
+  display: none;
+}
+
 @keyframes loginEntrySidebarIn {
   from {
     opacity: 0;
@@ -270,9 +274,28 @@
   .app > .main {
     flex: 1 1 100%;
     width: 100vw;
+    max-width: 100vw;
+    min-width: 0;
+    overflow: hidden;
+  }
+
+  .workarea {
+    min-width: 0;
+    max-width: 100%;
+    padding: 16px;
+  }
+
+  .workarea.documents-workarea,
+  .workarea.receipt-folder-workarea,
+  .workarea.budget-workarea,
+  .workarea.policies-workarea,
+  .workarea.audit-workarea,
+  .workarea.employees-workarea {
+    overflow-x: hidden;
+    overflow-y: auto;
+    -webkit-overflow-scrolling: touch;
   }
 
-  .workarea { padding: 16px; }
   .workarea.workbench-workarea { overflow: auto; padding: 16px; }
 
   .mobile-overlay {

web/src/assets/styles/components/document-list-shared.css

@@ -477,7 +477,18 @@ td small {
 @media (max-width: 760px) {
   .status-tabs {
     gap: 18px;
+    flex-wrap: nowrap;
     overflow-x: auto;
+    scrollbar-width: thin;
+  }
+
+  .status-tabs button {
+    flex: 0 0 auto;
+    white-space: nowrap;
+  }
+
+  .status-tabs button span {
+    white-space: nowrap;
   }
 
   .filter-set,
@@ -492,4 +503,111 @@ td small {
     display: grid;
     justify-items: stretch;
   }
+
+  .pager {
+    width: 100%;
+    max-width: 100%;
+    justify-content: flex-start;
+    overflow-x: auto;
+    scrollbar-width: thin;
+  }
+
+  .pager button {
+    flex: 0 0 auto;
+  }
+
+  .documents-list .table-wrap {
+    min-height: 0;
+    max-height: none;
+    display: block;
+    overflow: visible;
+    border: 0;
+    border-radius: 0;
+    background: transparent;
+  }
+
+  .documents-list .table-wrap table,
+  .documents-list .table-wrap thead,
+  .documents-list .table-wrap tbody,
+  .documents-list .table-wrap tr,
+  .documents-list .table-wrap th,
+  .documents-list .table-wrap td {
+    display: block;
+  }
+
+  .documents-list .table-wrap table {
+    min-width: 0;
+    width: 100%;
+    border-collapse: separate;
+  }
+
+  .documents-list .table-wrap thead,
+  .documents-list .table-wrap colgroup {
+    display: none;
+  }
+
+  .documents-list .table-wrap tbody {
+    display: grid;
+    gap: 10px;
+  }
+
+  .documents-list .table-wrap tr {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 4px;
+    background: #fff;
+    box-shadow: 0 6px 18px rgba(15, 23, 42, 0.05);
+  }
+
+  .documents-list .table-wrap tr:hover {
+    background: #f8fbff;
+  }
+
+  .documents-list .table-wrap td {
+    position: relative;
+    display: grid;
+    grid-template-columns: 82px minmax(0, 1fr);
+    align-items: start;
+    gap: 10px;
+    min-height: 30px;
+    padding: 7px 0;
+    border-bottom: 1px dashed #edf2f7;
+    text-align: left;
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+
+  .documents-list .table-wrap td:last-child {
+    border-bottom: 0;
+  }
+
+  .documents-list .table-wrap td::before {
+    content: attr(data-label);
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 800;
+    line-height: 1.7;
+  }
+
+  .documents-list .table-wrap td > * {
+    min-width: 0;
+  }
+
+  .documents-list .table-wrap td:first-child {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .documents-list .table-wrap td:first-child::before {
+    display: none;
+  }
+
+  .documents-list .table-wrap td[data-label="事项"] {
+    grid-template-columns: 1fr;
+  }
+
+  .documents-list .table-wrap td[data-label="事项"]::before {
+    margin-bottom: 2px;
+  }
 }

web/src/assets/styles/components/enterprise-page-shell.css

@@ -654,8 +654,7 @@
   .enterprise-list-page .create-request-btn,
   .enterprise-list-page .create-btn,
   .enterprise-list-page .export-btn,
-  .enterprise-list-page .template-btn,
+  .enterprise-list-page .template-btn {
-  .enterprise-list-page .page-size-select {
     width: 100%;
   }
 
@@ -666,8 +665,35 @@
     justify-items: stretch;
   }
 
-  .enterprise-list-page .pager,
+  .enterprise-list-page .list-foot {
+    gap: 10px;
+    margin-top: 10px;
+  }
+
+  .enterprise-list-page .page-summary {
+    justify-self: center;
+    max-width: 100%;
+    color: #64748b;
+    font-size: 12px;
+    line-height: 1.55;
+    text-align: center;
+  }
+
+  .enterprise-list-page .pager {
+    width: 100%;
+    max-width: 100%;
+    justify-self: center;
+    flex-wrap: wrap;
+    overflow-x: visible;
+  }
+
+  .enterprise-list-page .pager button {
+    flex: 0 0 32px;
+  }
+
   .enterprise-list-page .page-size-select {
-    justify-self: stretch;
+    width: 160px;
+    max-width: 100%;
+    justify-self: center;
   }
 }

web/src/assets/styles/components/personal-workbench-glass.css

@@ -0,0 +1,162 @@
+.workbench {
+  --workbench-capability-bg-image: url("../../personal-workbench-card-glass-capability.webp");
+  --workbench-panel-bg-image: url("../../personal-workbench-card-glass-panel.webp");
+  --workbench-capability-tile-size: 384px 384px;
+  --workbench-panel-tile-size: 512px 512px;
+  --workbench-glass-base:
+    linear-gradient(135deg, rgba(255, 255, 255, 0.76) 0%, rgba(255, 255, 255, 0.62) 54%, rgba(255, 255, 255, 0.7) 100%);
+  --workbench-glass-theme-tint:
+    linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.075) 0%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.022) 58%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.052) 100%);
+  --workbench-glass-highlight:
+    linear-gradient(120deg, rgba(255, 255, 255, 0.5) 0%, transparent 16%, transparent 82%, rgba(255, 255, 255, 0.22) 100%);
+  --workbench-glass-noise-opacity: 0.012;
+  --workbench-glass-blur: blur(18px) saturate(1.28);
+}
+
+.capability-card {
+  isolation: isolate;
+  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.16);
+  border-left: 3px solid color-mix(in srgb, var(--capability-color) 42%, rgba(255, 255, 255, 0.72));
+  background:
+    var(--workbench-glass-base),
+    linear-gradient(135deg, color-mix(in srgb, var(--capability-soft) 46%, transparent) 0%, transparent 52%, color-mix(in srgb, var(--capability-color) 11%, transparent) 100%),
+    var(--workbench-glass-theme-tint);
+  background-color: rgba(255, 255, 255, 0.64);
+  box-shadow:
+    0 10px 28px rgba(15, 23, 42, 0.055),
+    inset 0 1px 0 rgba(255, 255, 255, 0.84),
+    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.08);
+  backdrop-filter: var(--workbench-glass-blur);
+  -webkit-backdrop-filter: var(--workbench-glass-blur);
+}
+
+.capability-card::before,
+.capability-card::after,
+.workbench-card::before,
+.workbench-card::after {
+  content: "";
+  position: absolute;
+  inset: 0;
+  z-index: 0;
+  display: block;
+  pointer-events: none;
+}
+
+.capability-card::before {
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.12), transparent 38%),
+    var(--workbench-capability-bg-image) 0 0 / var(--workbench-capability-tile-size) repeat;
+  mix-blend-mode: soft-light;
+  opacity: var(--workbench-glass-noise-opacity);
+}
+
+.capability-card::after {
+  border: 1px solid rgba(255, 255, 255, 0.38);
+  border-left: 0;
+  border-radius: inherit;
+  background: var(--workbench-glass-highlight);
+  opacity: 0.58;
+  box-shadow:
+    inset 0 1px 0 rgba(255, 255, 255, 0.58),
+    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.06);
+  transition: opacity 180ms var(--ease);
+}
+
+.capability-icon,
+.capability-copy,
+.capability-arrow {
+  position: relative;
+  z-index: 1;
+}
+
+.capability-icon {
+  border: 1px solid color-mix(in srgb, var(--capability-color) 18%, rgba(255, 255, 255, 0.68));
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.58), rgba(255, 255, 255, 0.24)),
+    color-mix(in srgb, var(--capability-soft) 72%, transparent);
+  box-shadow:
+    inset 0 1px 0 rgba(255, 255, 255, 0.72),
+    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.08);
+}
+
+.workbench-card {
+  position: relative;
+  isolation: isolate;
+  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.14);
+  background:
+    linear-gradient(135deg, rgba(255, 255, 255, 0.78), rgba(255, 255, 255, 0.64) 55%, rgba(255, 255, 255, 0.72)),
+    var(--workbench-glass-theme-tint);
+  background-color: rgba(255, 255, 255, 0.66);
+  box-shadow:
+    0 12px 30px rgba(15, 23, 42, 0.052),
+    inset 0 1px 0 rgba(255, 255, 255, 0.86),
+    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.07);
+  backdrop-filter: var(--workbench-glass-blur);
+  -webkit-backdrop-filter: var(--workbench-glass-blur);
+}
+
+.workbench-card::before,
+.workbench-card::after {
+  border-radius: inherit;
+}
+
+.workbench-card::before {
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.1), transparent 42%),
+    var(--workbench-panel-bg-image) 0 0 / var(--workbench-panel-tile-size) repeat;
+  mix-blend-mode: soft-light;
+  opacity: calc(var(--workbench-glass-noise-opacity) * 0.8);
+}
+
+.workbench-card::after {
+  border: 1px solid rgba(255, 255, 255, 0.36);
+  background: var(--workbench-glass-highlight);
+  opacity: 0.56;
+  box-shadow:
+    inset 0 1px 0 rgba(255, 255, 255, 0.58),
+    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.055);
+  transition: opacity 180ms var(--ease);
+}
+
+.workbench-card > * {
+  position: relative;
+  z-index: 1;
+}
+
+.todo-row,
+.progress-row {
+  position: relative;
+  border-top: 0;
+  background: transparent;
+  box-shadow: inset 0 1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.1);
+}
+
+.todo-row:first-child,
+.progress-row:first-child {
+  box-shadow: none;
+}
+
+.todo-row:hover,
+.progress-row:hover {
+  background:
+    linear-gradient(180deg, rgba(255, 255, 255, 0.32), rgba(255, 255, 255, 0.18)),
+    rgba(var(--theme-primary-rgb, 58, 124, 165), 0.035);
+  box-shadow: inset 0 1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.14);
+}
+
+.capability-card:hover,
+.workbench-card:hover {
+  box-shadow:
+    0 16px 36px rgba(15, 23, 42, 0.075),
+    inset 0 1px 0 rgba(255, 255, 255, 0.9),
+    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.1);
+}
+
+.capability-card:hover::after,
+.workbench-card:hover::after {
+  opacity: 0.88;
+}
+
+.capability-card:hover {
+  transform: translateY(-1px);
+}

web/src/assets/styles/components/personal-workbench-insights.css

@@ -78,10 +78,17 @@
   gap: 10px;
   min-height: 0;
   padding: 7px 9px;
-  border: 1px solid var(--workbench-line-soft);
+  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.12);
   border-left: 2px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.3);
   border-radius: 4px;
-  background: #ffffff;
+  background:
+    linear-gradient(135deg, rgba(255, 255, 255, 0.76), rgba(255, 255, 255, 0.58)),
+    rgba(var(--theme-primary-rgb, 58, 124, 165), 0.026);
+  box-shadow:
+    inset 0 1px 0 rgba(255, 255, 255, 0.68),
+    inset 0 -1px 0 rgba(var(--theme-primary-rgb, 58, 124, 165), 0.055);
+  backdrop-filter: blur(10px) saturate(1.16);
+  -webkit-backdrop-filter: blur(10px) saturate(1.16);
   transition:
     border-color 180ms var(--ease),
     background-color 180ms var(--ease);
@@ -90,7 +97,9 @@
 .insight-metric-row:hover,
 .insight-profile-card:hover {
   border-color: rgba(var(--theme-primary-rgb, 58, 124, 165), 0.22);
-  background: #fbfdff;
+  background:
+    linear-gradient(135deg, rgba(255, 255, 255, 0.82), rgba(255, 255, 255, 0.64)),
+    rgba(var(--theme-primary-rgb, 58, 124, 165), 0.04);
 }
 
 .insight-metric-label,

web/src/assets/styles/components/personal-workbench-responsive.css

@@ -15,7 +15,7 @@
   }
 
   .assistant-hero {
-    --assistant-art-width: min(560px, 42vw);
+    --assistant-bg-position: 56% center;
     padding: var(--hero-padding-top) 18px var(--hero-padding-bottom) 44px;
   }
 
@@ -58,9 +58,7 @@
   }
 
   .assistant-hero {
-    --assistant-art-width: min(620px, 44vw);
+    --assistant-bg-position: 58% center;
-    --assistant-art-x: 48px;
-    --assistant-art-y: -10px;
     padding: var(--hero-padding-top) 18px var(--hero-padding-bottom) 44px;
   }
 
@@ -112,12 +110,11 @@
   }
 
   .assistant-hero {
-    --assistant-art-width: min(540px, 50vw);
+    --assistant-bg-position: 62% center;
-    --assistant-art-x: 36px;
+    --assistant-readability-mask:
-    --assistant-art-y: -8px;
+      linear-gradient(90deg, rgba(255, 255, 255, 0.96) 0%, rgba(255, 255, 255, 0.88) 58%, rgba(255, 255, 255, 0.44) 100%);
-    background:
+    --assistant-theme-tint:
-      linear-gradient(90deg, rgba(255, 255, 255, 0.8) 0%, rgba(255, 255, 255, 0.6) 56%, rgba(255, 255, 255, 0.22) 100%),
+      linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.18) 0%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.06) 58%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.14) 100%);
-      linear-gradient(135deg, rgba(255, 255, 255, 0.7) 0%, color-mix(in srgb, var(--workbench-primary-soft) 40%, rgba(255, 255, 255, 0.5)) 58%, color-mix(in srgb, var(--workbench-secondary) 15%, rgba(255, 255, 255, 0.1)) 100%);
     backdrop-filter: blur(12px);
     -webkit-backdrop-filter: blur(12px);
   }
@@ -149,17 +146,23 @@
     grid-template-rows: none;
     gap: 14px;
     overflow: visible;
+    --workbench-glass-base:
+      linear-gradient(135deg, rgba(255, 255, 255, 0.82), rgba(255, 255, 255, 0.68) 56%, rgba(255, 255, 255, 0.76));
+    --workbench-glass-theme-tint:
+      linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.065), rgba(var(--theme-primary-rgb, 58, 124, 165), 0.018));
+    --workbench-glass-noise-opacity: 0.008;
+    --workbench-glass-blur: blur(14px) saturate(1.2);
   }
 
   .assistant-hero {
     min-height: auto;
-    --assistant-art-width: min(380px, 78vw);
+    --assistant-bg-position: 68% center;
-    --assistant-art-x: 12px;
+    --assistant-readability-mask:
-    --assistant-art-y: -6px;
+      linear-gradient(180deg, rgba(255, 255, 255, 0.94) 0%, rgba(255, 255, 255, 0.88) 100%),
+      linear-gradient(90deg, rgba(255, 255, 255, 0.96) 0%, rgba(255, 255, 255, 0.72) 100%);
+    --assistant-theme-tint:
+      linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.2) 0%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.08) 100%);
     padding: 24px 18px 24px;
-    background:
-      linear-gradient(180deg, rgba(255, 255, 255, 0.8) 0%, rgba(255, 255, 255, 0.7) 100%),
-      color-mix(in srgb, var(--workbench-primary-soft) 22%, rgba(255, 255, 255, 0.5));
     backdrop-filter: blur(12px);
     -webkit-backdrop-filter: blur(12px);
   }
@@ -262,7 +265,7 @@
   }
 
   .assistant-hero {
-    --assistant-art-width: min(280px, 70vw);
+    --assistant-bg-position: 72% center;
     padding: 20px 14px 20px;
   }
 }

web/src/assets/styles/components/personal-workbench.css

@@ -53,19 +53,25 @@
 .workbench :where(button:disabled) { cursor: not-allowed; opacity: 0.7; }
 
 .assistant-hero {
-  --assistant-art-width: min(680px, 46vw);
+  --assistant-bg-position: center right;
-  --assistant-art-x: 56px;
+  --assistant-bg-size: cover;
-  --assistant-art-y: -12px;
+  --assistant-readability-mask:
+    linear-gradient(90deg, rgba(255, 255, 255, 0.95) 0%, rgba(255, 255, 255, 0.86) 42%, rgba(255, 255, 255, 0.44) 68%, rgba(255, 255, 255, 0.18) 100%);
+  --assistant-theme-tint:
+    linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.2) 0%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.07) 52%, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.16) 100%);
   position: relative;
   z-index: 2;
   min-height: 0;
-  overflow: visible;
+  overflow: hidden;
   padding: var(--hero-padding-top) 20px var(--hero-padding-bottom) 52px;
   border: 1px solid color-mix(in srgb, var(--workbench-primary) 14%, var(--workbench-line));
   border-radius: 4px;
   background:
-    linear-gradient(90deg, rgba(255, 255, 255, 0.8) 0%, rgba(255, 255, 255, 0.6) 44%, rgba(255, 255, 255, 0.2) 66%, rgba(255, 255, 255, 0.05) 100%),
+    var(--assistant-readability-mask),
-    linear-gradient(135deg, rgba(255, 255, 255, 0.7) 0%, color-mix(in srgb, var(--workbench-primary-soft) 40%, rgba(255, 255, 255, 0.5)) 62%, color-mix(in srgb, var(--workbench-secondary) 15%, rgba(255, 255, 255, 0.1)) 100%);
+    var(--assistant-theme-tint),
+    var(--assistant-bg-image) var(--assistant-bg-position) / var(--assistant-bg-size) no-repeat;
+  background-color: color-mix(in srgb, var(--workbench-primary-soft) 42%, #ffffff);
+  background-blend-mode: normal, color, luminosity;
   backdrop-filter: blur(12px);
   -webkit-backdrop-filter: blur(12px);
   box-shadow: 0 4px 16px rgba(15, 23, 42, 0.04), inset 0 1px 0 rgba(255, 255, 255, 0.6);
@@ -73,15 +79,7 @@
 }
 
 .assistant-hero::after {
-  content: "";
+  content: none;
-  position: absolute;
-  right: var(--assistant-art-x);
-  bottom: var(--assistant-art-y);
-  width: var(--assistant-art-width);
-  height: calc(100% + 28px);
-  background: var(--assistant-bg-image) right bottom / auto 112% no-repeat;
-  pointer-events: none;
-  z-index: 2;
 }
 
 .assistant-hero::before {
@@ -90,7 +88,8 @@
   inset: 0;
   border-radius: inherit;
   background:
-    linear-gradient(90deg, rgba(255, 255, 255, 0.3) 0%, rgba(255, 255, 255, 0.08) 42%, transparent 58%);
+    linear-gradient(90deg, rgba(255, 255, 255, 0.28) 0%, rgba(255, 255, 255, 0.08) 42%, transparent 60%),
+    linear-gradient(135deg, rgba(var(--theme-primary-rgb, 58, 124, 165), 0.08), transparent 56%);
   pointer-events: none;
   z-index: 1;
 }
@@ -317,7 +316,6 @@
 
 .capability-card {
   position: relative;
-  isolation: isolate;
   display: grid;
   grid-template-columns: 40px minmax(0, 1fr) 10px;
   align-items: center;
@@ -331,6 +329,11 @@
   background: var(--workbench-surface);
   text-align: left;
   box-shadow: 0 1px 2px rgba(15, 23, 42, 0.035);
+  transition:
+    border-color 180ms var(--ease),
+    box-shadow 180ms var(--ease),
+    color 180ms var(--ease),
+    transform 180ms var(--ease);
 }
 
 .capability-card::after {

web/src/assets/styles/components/top-bar.css

@@ -1,4 +1,7 @@
 .topbar {
+  box-sizing: border-box;
+  width: 100%;
+  min-width: 0;
   display: flex;
   align-items: center;
   justify-content: space-between;
@@ -14,6 +17,7 @@
 
 .title-group {
   min-width: 0;
+  max-width: 100%;
 }
 
 .eyebrow {
@@ -46,6 +50,8 @@
 }
 
 .top-actions {
+  min-width: 0;
+  max-width: 100%;
   display: flex;
   align-items: center;
   justify-content: flex-end;
@@ -282,6 +288,8 @@
 }
 
 .kpi-chips {
+  min-width: 0;
+  max-width: 100%;
   display: flex;
   gap: 10px;
 }
@@ -531,6 +539,9 @@
 
 @media (max-width: 960px) {
   .topbar {
+    width: 100%;
+    min-width: 0;
+    max-width: 100%;
     flex-direction: column;
     align-items: stretch;
   }
@@ -596,18 +607,26 @@
 
   .kpi-chips {
     width: 100%;
-    overflow-x: auto;
+    min-width: 0;
-    padding-bottom: 2px;
+    max-width: 100%;
-    scrollbar-width: thin;
+    display: grid;
+    grid-template-columns: repeat(auto-fit, minmax(112px, 1fr));
+    gap: 8px;
+    overflow: visible;
+    padding-bottom: 0;
   }
 
   .kpi-chip {
-    min-width: 118px;
+    min-width: 0;
     padding: 8px 12px;
   }
 
+  .chip-value,
   .chip-label,
   .chip-delta {
+    min-width: 0;
+    overflow: hidden;
+    text-overflow: ellipsis;
     white-space: nowrap;
   }
 

web/src/assets/styles/components/travel-reimbursement-insight-panel.css

@@ -161,6 +161,30 @@
   font-size: var(--wb-fs-insight-h4, 14px);
 }
 
+.review-document-switch-head {
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) auto;
+  align-items: start;
+}
+
+.review-side-head-copy {
+  min-width: 0;
+  display: grid;
+  gap: 4px;
+  text-align: left;
+}
+
+.review-side-head-copy strong {
+  line-height: 1.35;
+}
+
+.review-side-head-copy p {
+  max-width: 100%;
+  margin: 0;
+  overflow-wrap: anywhere;
+  word-break: normal;
+}
+
 .note-block {
   display: grid;
   gap: 6px;
@@ -289,6 +313,26 @@
   gap: 8px;
 }
 
+.review-document-nav {
+  flex: 0 0 auto;
+  align-items: center;
+  flex-wrap: nowrap;
+  padding: 4px;
+  border: 1px solid #e2e8f0;
+  border-radius: 4px;
+  background: #ffffff;
+  white-space: nowrap;
+}
+
+.review-document-nav span {
+  min-width: 38px;
+  color: #334155;
+  font-size: 11px;
+  font-weight: 850;
+  text-align: center;
+  font-variant-numeric: tabular-nums;
+}
+
 .review-insight-switch-icon-btn,
 .flow-icon-btn,
 .review-document-nav-btn,

web/src/assets/styles/components/travel-reimbursement-message-application.css

@@ -16,6 +16,89 @@
   background: #ffffff;
 }
 
+.application-draft-preview.reimbursement-draft-preview {
+  max-width: 520px;
+  padding: 10px 12px;
+  border-color: #d8e4f0;
+  background: #ffffff;
+}
+
+.reimbursement-draft-card {
+  display: grid;
+  grid-template-columns: 30px minmax(0, 1fr);
+  align-items: center;
+  gap: 10px;
+}
+
+.reimbursement-draft-icon {
+  width: 30px;
+  height: 30px;
+  display: inline-grid;
+  place-items: center;
+  border: 1px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.2);
+  border-radius: 4px;
+  background: #f7fbff;
+  color: var(--theme-primary-active, #255b7d);
+  font-size: 16px;
+}
+
+.reimbursement-draft-main {
+  min-width: 0;
+  display: grid;
+  gap: 3px;
+}
+
+.reimbursement-draft-main strong {
+  color: #102033;
+  font-size: 13px;
+  font-weight: 850;
+  line-height: 1.35;
+}
+
+.reimbursement-draft-main p {
+  margin: 0;
+  color: #64748b;
+  font-size: 12px;
+  line-height: 1.45;
+}
+
+.reimbursement-draft-main p span {
+  color: #1e293b;
+  font-weight: 850;
+  overflow-wrap: anywhere;
+}
+
+.reimbursement-draft-link {
+  display: inline;
+  margin-left: 8px;
+  padding: 0;
+  border: 0;
+  border-radius: 2px;
+  background: transparent;
+  color: var(--theme-primary-active, #255b7d);
+  font: inherit;
+  font-weight: 850;
+  line-height: inherit;
+  text-decoration: underline;
+  text-underline-offset: 3px;
+  cursor: pointer;
+  transition: color 0.18s ease, outline-color 0.18s ease;
+}
+
+.reimbursement-draft-link:hover:not(:disabled) {
+  color: var(--theme-primary, #3a7ca5);
+}
+
+.reimbursement-draft-link:focus-visible {
+  outline: 2px solid rgba(var(--theme-primary-rgb, 58, 124, 165), 0.24);
+  outline-offset: 2px;
+}
+
+.reimbursement-draft-link:disabled {
+  cursor: not-allowed;
+  opacity: 0.58;
+}
+
 .application-draft-preview .application-draft-head {
   display: grid;
   grid-template-columns: 36px minmax(0, 1fr) auto;

web/src/assets/styles/views/audit-view-part2.css

@@ -1271,6 +1271,11 @@
 }
 
 @media (max-width: 860px) {
+  .skill-center {
+    height: auto;
+    min-height: 100%;
+  }
+
   .skill-list,
   .detail-card,
   .side-card,
@@ -1278,6 +1283,25 @@
     padding: 16px;
   }
 
+  .skill-list {
+    height: auto;
+    min-height: 100%;
+    display: block;
+    overflow: visible;
+  }
+
+  .skill-list .status-tabs {
+    flex-wrap: nowrap;
+    padding-bottom: 10px;
+    overflow-x: auto;
+    scrollbar-width: thin;
+  }
+
+  .skill-list .status-tabs button {
+    flex: 0 0 auto;
+    white-space: nowrap;
+  }
+
   .list-toolbar,
   .card-head,
   .detail-actions,
@@ -1306,6 +1330,102 @@
     width: min(100vw - 64px, 320px);
   }
 
+  .skill-list .table-wrap {
+    min-height: 0;
+    max-height: none;
+    display: block;
+    overflow: visible;
+    border: 0;
+    border-radius: 0;
+    background: transparent;
+  }
+
+  .skill-list .table-wrap table,
+  .skill-list .table-wrap thead,
+  .skill-list .table-wrap tbody,
+  .skill-list .table-wrap tr,
+  .skill-list .table-wrap th,
+  .skill-list .table-wrap td {
+    display: block;
+  }
+
+  .skill-list .table-wrap table {
+    width: 100%;
+    min-width: 0;
+    border-collapse: separate;
+  }
+
+  .skill-list .table-wrap thead {
+    display: none;
+  }
+
+  .skill-list .table-wrap tbody {
+    display: grid;
+    gap: 10px;
+  }
+
+  .skill-list .table-wrap tr {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 4px;
+    background: #fff;
+    box-shadow: 0 6px 18px rgba(15, 23, 42, 0.05);
+  }
+
+  .skill-list .table-wrap td,
+  .audit-asset-table td:first-child,
+  .audit-asset-table td:not(:first-child) {
+    display: grid;
+    grid-template-columns: 82px minmax(0, 1fr);
+    align-items: center;
+    gap: 10px;
+    min-height: 30px;
+    padding: 7px 0;
+    border-bottom: 1px dashed #edf2f7;
+    color: #273142;
+    font-size: 13px;
+    line-height: 1.45;
+    text-align: left;
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+
+  .skill-list .table-wrap td:last-child {
+    border-bottom: 0;
+  }
+
+  .skill-list .table-wrap td::before {
+    content: attr(data-label);
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 800;
+    line-height: 1.6;
+  }
+
+  .skill-list .table-wrap td:first-child {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .skill-list .table-wrap td:first-child::before {
+    display: none;
+  }
+
+  .skill-name-cell {
+    width: 100%;
+  }
+
+  .skill-name-cell span:last-child {
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+
+  .list-foot {
+    justify-content: stretch;
+  }
+
   .hero-stats,
   .form-grid,
   .contract-grid {
@@ -1618,3 +1738,91 @@
     grid-column: span 1;
   }
 }
+
+@media (max-width: 860px) {
+  .skill-center :deep(.skill-list .table-wrap) {
+    min-height: 0;
+    max-height: none;
+    display: block;
+    overflow: visible;
+    border: 0;
+    border-radius: 0;
+    background: transparent;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap table),
+  .skill-center :deep(.skill-list .table-wrap thead),
+  .skill-center :deep(.skill-list .table-wrap tbody),
+  .skill-center :deep(.skill-list .table-wrap tr),
+  .skill-center :deep(.skill-list .table-wrap th),
+  .skill-center :deep(.skill-list .table-wrap td) {
+    display: block;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap table) {
+    width: 100%;
+    min-width: 0;
+    border-collapse: separate;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap thead) {
+    display: none;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap tbody) {
+    display: grid;
+    gap: 10px;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap tr) {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 4px;
+    background: #fff;
+    box-shadow: 0 6px 18px rgba(15, 23, 42, 0.05);
+  }
+
+  .skill-center :deep(.skill-list .table-wrap td) {
+    display: grid;
+    grid-template-columns: 82px minmax(0, 1fr);
+    align-items: center;
+    gap: 10px;
+    min-height: 30px;
+    padding: 7px 0;
+    border-bottom: 1px dashed #edf2f7;
+    color: #273142;
+    font-size: 13px;
+    line-height: 1.45;
+    text-align: left;
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap td:last-child) {
+    border-bottom: 0;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap td::before) {
+    content: attr(data-label);
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 800;
+    line-height: 1.6;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap td:first-child) {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .skill-center :deep(.skill-list .table-wrap td:first-child::before) {
+    display: none;
+  }
+
+  .skill-center :deep(.skill-name-cell span:last-child) {
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+}

web/src/assets/styles/views/budget-center-dialog.css

@@ -500,3 +500,49 @@
     padding: 8px 16px;
   }
 }
+
+@media (max-width: 760px) {
+  .budget-dialog-backdrop {
+    align-items: stretch;
+    justify-content: stretch;
+    padding: 0;
+  }
+
+  .budget-edit-dialog {
+    width: 100vw;
+    height: 100dvh;
+    max-height: 100dvh;
+    border-radius: 0;
+  }
+
+  .budget-edit-head {
+    min-height: 52px;
+    padding: 0 14px;
+  }
+
+  .budget-edit-body {
+    padding: 14px;
+    overflow-y: auto;
+    -webkit-overflow-scrolling: touch;
+  }
+
+  .budget-edit-section + .budget-edit-section {
+    margin-top: 14px;
+  }
+
+  .budget-edit-table-wrap {
+    flex: 0 0 auto;
+    max-height: none;
+  }
+
+  .budget-edit-total {
+    height: auto;
+    min-height: 42px;
+    justify-content: space-between;
+    padding: 8px 12px;
+  }
+
+  .budget-edit-foot {
+    padding: 10px 14px calc(10px + env(safe-area-inset-bottom));
+  }
+}

web/src/assets/styles/views/budget-center-view.css

@@ -445,12 +445,23 @@
 }
 
 @media (max-width: 760px) {
+  .budget-center-page {
+    height: auto;
+    min-height: 100%;
+    display: block;
+    overflow: visible;
+  }
+
   .budget-list {
-    padding: 16px;
+    height: auto;
+    min-height: 100%;
+    display: block;
+    overflow: visible;
+    padding: 12px;
   }
 
   .budget-detail-page {
-    padding: 16px 16px 0;
+    padding: 12px 12px 0;
   }
 
   .budget-select-filter,
@@ -464,6 +475,121 @@
     justify-content: space-between;
   }
 
+  .budget-scope-tabs {
+    gap: 18px;
+    flex-wrap: nowrap;
+    overflow-x: auto;
+    scrollbar-width: thin;
+  }
+
+  .budget-scope-tabs button {
+    flex: 0 0 auto;
+    white-space: nowrap;
+  }
+
+  .budget-toolbar .document-actions {
+    width: 100%;
+    justify-content: stretch;
+  }
+
+  .budget-table-wrap {
+    min-height: 0;
+    max-height: none;
+    display: block;
+    overflow: visible;
+    border: 0;
+    border-radius: 0;
+    background: transparent;
+  }
+
+  .budget-list-table,
+  .budget-list-table thead,
+  .budget-list-table tbody,
+  .budget-list-table tr,
+  .budget-list-table th,
+  .budget-list-table td {
+    display: block;
+  }
+
+  .budget-list-table,
+  .budget-list-table.all,
+  .budget-list-table.review,
+  .budget-list-table.archive {
+    width: 100%;
+    min-width: 0;
+    border-collapse: separate;
+  }
+
+  .budget-list-table thead,
+  .budget-list-table colgroup {
+    display: none;
+  }
+
+  .budget-list-table tbody {
+    display: grid;
+    gap: 10px;
+  }
+
+  .budget-list-table tr {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 4px;
+    background: #fff;
+    box-shadow: 0 6px 18px rgba(15, 23, 42, .05);
+  }
+
+  .budget-list-table td {
+    display: grid;
+    grid-template-columns: 86px minmax(0, 1fr);
+    align-items: center;
+    gap: 10px;
+    min-height: 30px;
+    padding: 7px 0;
+    border-bottom: 1px dashed #edf2f7;
+    color: #273142;
+    font-size: 13px;
+    line-height: 1.45;
+    text-align: left;
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+
+  .budget-list-table td:last-child {
+    border-bottom: 0;
+  }
+
+  .budget-list-table td::before {
+    content: attr(data-label);
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 800;
+    line-height: 1.6;
+  }
+
+  .budget-list-table td:first-child {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .budget-list-table td:first-child::before {
+    display: none;
+  }
+
+  .budget-rate {
+    max-width: none;
+    justify-content: flex-start;
+  }
+
+  .budget-detail-page :deep(.detail-scroll) {
+    overflow: visible;
+    padding-right: 0;
+  }
+
+  .budget-detail-page :deep(.detail-grid) {
+    display: block;
+  }
+
   .budget-period-grid {
     grid-template-columns: 1fr;
   }
@@ -471,4 +597,71 @@
   .budget-status-explain-list {
     grid-template-columns: minmax(0, 1fr);
   }
+
+  .budget-detail-table-wrap {
+    overflow: visible;
+  }
+
+  .budget-detail-table,
+  .budget-detail-table thead,
+  .budget-detail-table tbody,
+  .budget-detail-table tr,
+  .budget-detail-table th,
+  .budget-detail-table td {
+    display: block;
+  }
+
+  .budget-detail-table {
+    min-width: 0;
+    border-collapse: separate;
+  }
+
+  .budget-detail-table thead {
+    display: none;
+  }
+
+  .budget-detail-table tbody {
+    display: grid;
+    gap: 10px;
+  }
+
+  .budget-detail-table tr {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 4px;
+    background: #fff;
+  }
+
+  .budget-detail-table td {
+    display: grid;
+    grid-template-columns: 82px minmax(0, 1fr);
+    align-items: center;
+    gap: 10px;
+    min-height: 30px;
+    padding: 7px 0;
+    border: 0;
+    border-bottom: 1px dashed #edf2f7;
+    text-align: left;
+    white-space: normal;
+  }
+
+  .budget-detail-table td:last-child {
+    border-bottom: 0;
+  }
+
+  .budget-detail-table td::before {
+    content: attr(data-label);
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 800;
+  }
+
+  .budget-detail-table td:first-child {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .budget-detail-table td:first-child::before {
+    display: none;
+  }
 }

web/src/assets/styles/views/digital-employees-view.css

@@ -168,3 +168,137 @@
     justify-content: center;
   }
 }
+
+@media (max-width: 760px) {
+  .digital-employees-list {
+    padding: 12px 0;
+    overflow: auto;
+  }
+
+  .digital-employees-list > .status-tabs {
+    gap: 18px;
+    margin-top: 10px;
+    padding: 0 12px 1px;
+  }
+
+  .digital-employee-list-panel .table-wrap {
+    flex: 0 0 auto;
+    min-height: 0;
+    margin-top: 12px;
+    display: block;
+    overflow: visible;
+    border: 0;
+    border-radius: 0;
+    background: transparent;
+  }
+
+  .digital-employee-list-panel .list-foot {
+    flex: 0 0 auto;
+    padding: 0 12px;
+  }
+
+  .digital-employees-table,
+  .digital-employees-table tbody,
+  .digital-employees-table tr,
+  .digital-employees-table td {
+    display: block;
+  }
+
+  .digital-employees-table {
+    width: 100%;
+    min-width: 0;
+    border-collapse: separate;
+    border-spacing: 0;
+  }
+
+  .digital-employees-table colgroup,
+  .digital-employees-table thead {
+    display: none;
+  }
+
+  .digital-employees-table tbody {
+    display: grid;
+    gap: 10px;
+  }
+
+  .digital-employees-table tr {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 6px;
+    background: #fff;
+    box-shadow: 0 8px 18px rgba(15, 23, 42, 0.06);
+  }
+
+  .digital-employees-table td {
+    min-height: 34px;
+    display: grid;
+    grid-template-columns: 88px minmax(0, 1fr);
+    gap: 10px;
+    align-items: center;
+    padding: 7px 0;
+    border: 0;
+    border-bottom: 1px dashed #e2e8f0;
+    color: #334155;
+    text-align: left;
+    white-space: normal;
+  }
+
+  .digital-employees-table td:last-child {
+    border-bottom: 0;
+  }
+
+  .digital-employees-table td::before {
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 760;
+    line-height: 1.4;
+  }
+
+  .digital-employees-table td[data-label]::before {
+    content: attr(data-label);
+  }
+
+  .digital-employees-table td:first-child {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .digital-employees-table td:first-child::before {
+    display: none;
+  }
+
+  .digital-employees-table .doc-kind-tag,
+  .digital-employees-table .type-tag,
+  .digital-employees-table .status-tag {
+    width: fit-content;
+    max-width: 100%;
+    justify-self: start;
+    white-space: normal;
+  }
+
+  .digital-skill-cell {
+    grid-template-columns: 38px minmax(0, 1fr);
+  }
+
+  .digital-skill-cell .doc-id {
+    white-space: normal;
+  }
+}
+
+@media (max-width: 480px) {
+  .digital-employees-table td {
+    grid-template-columns: 76px minmax(0, 1fr);
+    gap: 8px;
+  }
+
+  .digital-skill-cell {
+    grid-template-columns: 34px minmax(0, 1fr);
+    gap: 8px;
+  }
+
+  .digital-skill-avatar {
+    width: 34px;
+    height: 34px;
+    border-radius: 8px;
+  }
+}

web/src/assets/styles/views/documents-center-view.css

@@ -222,8 +222,19 @@
 }
 
 @media (max-width: 760px) {
+  .documents-page {
+    height: auto;
+    min-height: 100%;
+    display: block;
+    overflow: visible;
+  }
+
   .documents-list {
-    padding: 16px;
+    height: auto;
+    min-height: 100%;
+    display: block;
+    overflow: visible;
+    padding: 12px;
   }
 
   .document-status-filter {

web/src/assets/styles/views/employee-management-view.css

@@ -1202,6 +1202,13 @@ td.cell-updated {
 }
 
 @media (max-width: 860px) {
+  .employee-center,
+  .employee-list,
+  .employee-detail {
+    height: auto;
+    min-height: 100%;
+  }
+
   .employee-list,
   .detail-card,
   .side-card,
@@ -1209,6 +1216,15 @@ td.cell-updated {
     padding: 16px;
   }
 
+  .employee-center,
+  .employee-list {
+    overflow: visible;
+  }
+
+  .employee-list {
+    display: block;
+  }
+
   .list-toolbar,
   .card-head,
   .detail-actions,
@@ -1223,6 +1239,21 @@ td.cell-updated {
     overflow-x: auto;
   }
 
+  .status-tabs {
+    gap: 18px;
+    flex-wrap: nowrap;
+    scrollbar-width: thin;
+  }
+
+  .status-tabs button {
+    flex: 0 0 auto;
+    white-space: nowrap;
+  }
+
+  .status-tabs button span {
+    white-space: nowrap;
+  }
+
   .list-foot {
     grid-template-columns: 1fr;
     justify-items: stretch;
@@ -1237,6 +1268,20 @@ td.cell-updated {
     width: 100%;
   }
 
+  .toolbar-actions {
+    width: 100%;
+    flex-wrap: wrap;
+  }
+
+  .ghost-filter-btn,
+  .template-btn,
+  .export-btn,
+  .create-btn {
+    flex: 1 1 140px;
+    justify-content: center;
+    white-space: nowrap;
+  }
+
   .picker-popover {
     width: min(280px, calc(100vw - 64px));
   }
@@ -1246,6 +1291,18 @@ td.cell-updated {
     justify-self: stretch;
   }
 
+  .pager {
+    width: 100%;
+    max-width: 100%;
+    justify-content: flex-start;
+    overflow-x: auto;
+    scrollbar-width: thin;
+  }
+
+  .pager button {
+    flex: 0 0 auto;
+  }
+
   .hero-stats,
   .form-grid,
   .role-grid {
@@ -1265,4 +1322,99 @@ td.cell-updated {
   .history-row-time {
     text-align: left;
   }
+
+  .employee-list .table-wrap {
+    flex: none;
+    min-height: 0;
+    max-height: none;
+    display: block;
+    overflow: visible;
+    border: 0;
+    border-radius: 0;
+    background: transparent;
+  }
+
+  .employee-list .table-wrap table,
+  .employee-list .table-wrap thead,
+  .employee-list .table-wrap tbody,
+  .employee-list .table-wrap tr,
+  .employee-list .table-wrap th,
+  .employee-list .table-wrap td {
+    display: block;
+  }
+
+  .employee-list .table-wrap table {
+    min-width: 0;
+    width: 100%;
+    border-collapse: separate;
+  }
+
+  .employee-list .table-wrap thead,
+  .employee-list .table-wrap colgroup {
+    display: none;
+  }
+
+  .employee-list .table-wrap tbody {
+    display: grid;
+    gap: 10px;
+  }
+
+  .employee-list .table-wrap tr {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 4px;
+    background: #fff;
+    box-shadow: 0 6px 18px rgba(15, 23, 42, 0.05);
+  }
+
+  .employee-list .table-wrap tr:hover {
+    background: #f8fbff;
+  }
+
+  .employee-list .table-wrap td {
+    display: grid;
+    grid-template-columns: 82px minmax(0, 1fr);
+    align-items: start;
+    gap: 10px;
+    min-height: 30px;
+    padding: 7px 0;
+    border-bottom: 1px dashed #edf2f7;
+    text-align: left;
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+
+  .employee-list .table-wrap td:last-child {
+    border-bottom: 0;
+  }
+
+  .employee-list .table-wrap td::before {
+    content: attr(data-label);
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 800;
+    line-height: 1.7;
+  }
+
+  .employee-list .table-wrap td > * {
+    min-width: 0;
+  }
+
+  .employee-list .table-wrap td:first-child {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .employee-list .table-wrap td:first-child::before {
+    display: none;
+  }
+
+  .employee-list .table-wrap .employee-cell {
+    grid-template-columns: 38px minmax(0, 1fr);
+  }
+
+  .employee-list .table-wrap .role-stack {
+    justify-content: flex-start;
+  }
 }

web/src/assets/styles/views/policies-view.css

@@ -1163,6 +1163,46 @@ th {
 }
 
 @media (max-width: 760px) {
+  .knowledge-page {
+    height: auto;
+    min-height: 100%;
+    overflow: visible;
+  }
+
+  .knowledge-grid,
+  .knowledge-main,
+  .library-panel,
+  .library-body,
+  .document-area {
+    height: auto;
+    min-height: 0;
+    overflow: visible;
+  }
+
+  .knowledge-grid,
+  .library-panel,
+  .library-body,
+  .document-area {
+    display: block;
+  }
+
+  .knowledge-grid,
+  .knowledge-main,
+  .library-panel,
+  .library-body,
+  .document-area,
+  .doc-table-wrap,
+  .folder-tree {
+    width: 100%;
+    max-width: 100%;
+    min-width: 0;
+    box-sizing: border-box;
+  }
+
+  .library-panel {
+    padding: 12px;
+  }
+
   .panel-title,
   .preview-head,
   .llm-wiki-section-head,
@@ -1177,6 +1217,130 @@ th {
     width: 100%;
   }
 
+  .library-body {
+    margin-top: 12px;
+  }
+
+  .folder-rail {
+    display: block;
+    padding: 0 0 10px;
+  }
+
+  .folder-tree {
+    display: flex;
+    gap: 8px;
+    overflow-x: auto;
+    overflow-y: hidden;
+    padding-bottom: 2px;
+    scrollbar-width: thin;
+  }
+
+  .folder-tree button {
+    flex: 0 0 auto;
+    width: max-content;
+    min-width: 132px;
+  }
+
+  .upload-zone {
+    margin-bottom: 10px;
+  }
+
+  .doc-table-wrap {
+    overflow: visible;
+  }
+
+  .knowledge-document-table,
+  .knowledge-document-table thead,
+  .knowledge-document-table tbody,
+  .knowledge-document-table tr,
+  .knowledge-document-table th,
+  .knowledge-document-table td {
+    display: block;
+  }
+
+  .knowledge-document-table {
+    width: 100%;
+    min-width: 0;
+    border-collapse: separate;
+  }
+
+  .knowledge-document-table thead {
+    display: none;
+  }
+
+  .knowledge-document-table tbody {
+    display: grid;
+    gap: 10px;
+  }
+
+  .knowledge-document-table tr {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 4px;
+    background: #fff;
+    box-shadow: 0 6px 18px rgba(15, 23, 42, 0.05);
+  }
+
+  .knowledge-document-table td,
+  .knowledge-document-table th:not(:first-child),
+  .knowledge-document-table td:not(:first-child),
+  .knowledge-document-table td:first-child {
+    display: grid;
+    grid-template-columns: 78px minmax(0, 1fr);
+    align-items: center;
+    gap: 10px;
+    min-height: 30px;
+    padding: 7px 0;
+    border: 0;
+    border-bottom: 1px dashed #edf2f7;
+    text-align: left;
+    white-space: normal;
+  }
+
+  .knowledge-document-table td:last-child {
+    border-bottom: 0;
+  }
+
+  .knowledge-document-table td::before {
+    content: attr(data-label);
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 800;
+    line-height: 1.6;
+  }
+
+  .knowledge-document-table td:first-child {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .knowledge-document-table td:first-child::before {
+    display: none;
+  }
+
+  .knowledge-document-table .empty-row {
+    display: block;
+    padding: 12px 0;
+    border-bottom: 0;
+    text-align: center;
+  }
+
+  .knowledge-document-table .empty-row::before {
+    display: none;
+  }
+
+  .file-name {
+    white-space: normal;
+  }
+
+  .state-cell {
+    justify-items: start;
+  }
+
+  .row-actions {
+    justify-content: flex-start;
+  }
+
   .summary-grid,
   .list-foot {
     grid-template-columns: 1fr;

web/src/assets/styles/views/receipt-folder-view.css

@@ -676,10 +676,139 @@
 }
 
 @media (max-width: 760px) {
+  .receipt-folder-page {
+    height: auto;
+    min-height: 100%;
+    display: block;
+    overflow: visible;
+  }
+
   .receipt-folder-list {
+    height: auto;
+    min-height: 100%;
+    display: block;
+    overflow: visible;
     padding: 12px;
   }
 
+  .receipt-status-tabs {
+    flex-wrap: nowrap;
+    overflow-x: auto;
+    scrollbar-width: thin;
+  }
+
+  .receipt-status-tabs button {
+    flex: 0 0 auto;
+    white-space: nowrap;
+  }
+
+  .receipt-folder-list .document-actions,
+  .receipt-folder-list .filter-set,
+  .receipt-folder-list .list-search,
+  .receipt-folder-list .filter-btn,
+  .receipt-folder-list .create-request-btn,
+  .receipt-folder-list .page-size-select {
+    width: 100%;
+  }
+
+  .receipt-folder-list .table-wrap {
+    min-height: 0;
+    max-height: none;
+    display: block;
+    overflow: visible;
+    border: 0;
+    border-radius: 0;
+    background: transparent;
+  }
+
+  .receipt-folder-list .table-wrap table,
+  .receipt-folder-list .table-wrap thead,
+  .receipt-folder-list .table-wrap tbody,
+  .receipt-folder-list .table-wrap tr,
+  .receipt-folder-list .table-wrap th,
+  .receipt-folder-list .table-wrap td {
+    display: block;
+  }
+
+  .receipt-folder-list .table-wrap table {
+    width: 100%;
+    min-width: 0;
+    border-collapse: separate;
+  }
+
+  .receipt-folder-list .table-wrap thead,
+  .receipt-folder-list .table-wrap colgroup {
+    display: none;
+  }
+
+  .receipt-folder-list .table-wrap tbody {
+    display: grid;
+    gap: 10px;
+  }
+
+  .receipt-folder-list .table-wrap tr {
+    padding: 12px;
+    border: 1px solid #e2e8f0;
+    border-radius: 4px;
+    background: #fff;
+    box-shadow: 0 6px 18px rgba(15, 23, 42, .05);
+  }
+
+  .receipt-folder-list .table-wrap td {
+    display: grid;
+    grid-template-columns: 82px minmax(0, 1fr);
+    align-items: center;
+    gap: 10px;
+    min-height: 30px;
+    padding: 7px 0;
+    border-bottom: 1px dashed #edf2f7;
+    color: #273142;
+    font-size: 13px;
+    line-height: 1.45;
+    text-align: left;
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+
+  .receipt-folder-list .table-wrap td:last-child {
+    border-bottom: 0;
+  }
+
+  .receipt-folder-list .table-wrap td::before {
+    content: attr(data-label);
+    color: #64748b;
+    font-size: 12px;
+    font-weight: 800;
+    line-height: 1.6;
+  }
+
+  .receipt-folder-list .table-wrap td:first-child {
+    grid-template-columns: 1fr;
+    padding-top: 0;
+  }
+
+  .receipt-folder-list .table-wrap td:first-child::before {
+    display: none;
+  }
+
+  .receipt-folder-list td:first-child .doc-id {
+    white-space: normal;
+    overflow: visible;
+    text-overflow: clip;
+  }
+
+  .receipt-folder-list .list-foot {
+    display: grid;
+    justify-items: stretch;
+  }
+
+  .receipt-folder-list .pager {
+    width: 100%;
+    justify-content: flex-start;
+    overflow-x: auto;
+  }
+
   .receipt-detail-toolbar,
   .receipt-toolbar-actions,
   .receipt-preview-tools {

web/src/assets/styles/views/settings-view.css

@@ -804,6 +804,10 @@
 }
 
 @media (max-width: 640px) {
+  .settings-shell {
+    overflow: hidden;
+  }
+
   .settings-toolbar {
     padding: 16px;
   }
@@ -824,4 +828,26 @@
   .settings-nav {
     padding: 16px 12px 12px;
   }
+
+  .settings-nav-list {
+    display: grid;
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+    max-height: 188px;
+    overflow-x: hidden;
+    overflow-y: auto;
+    padding-bottom: 0;
+    scrollbar-width: thin;
+  }
+
+  .settings-nav-item {
+    min-width: 0;
+    min-height: 54px;
+    padding: 9px 10px;
+  }
+
+  .nav-item-copy strong,
+  .nav-item-copy small {
+    overflow: hidden;
+    text-overflow: ellipsis;
+  }
 }

web/src/assets/styles/views/travel-reimbursement-create-view-part4.css

@@ -317,41 +317,75 @@
 }
 
 @media (max-width: 760px) {
+  :global(.assistant-el-overlay .el-overlay-dialog) {
+    height: 100dvh;
+    max-height: 100dvh;
+    padding: 0;
+  }
+
+  :global(.assistant-el-dialog.el-dialog.is-fullscreen) {
+    border-radius: 0;
+    padding: 0;
+  }
+
   .assistant-overlay {
-    --assistant-viewport-inset: 10px;
+    --assistant-viewport-inset: 0;
   }
 
   :global(.assistant-el-overlay) {
-    --assistant-viewport-inset: 10px;
+    --assistant-viewport-inset: 0;
   }
 
   .assistant-modal,
   .assistant-modal-stage {
-    border-radius: 4px;
+    width: 100%;
+    height: 100%;
+    min-height: 0;
+    max-height: 100%;
+    border-radius: 0;
+  }
+
+  .assistant-modal-stage {
+    height: 100dvh;
+    max-height: 100dvh;
+    border: 0;
+    box-shadow: none;
+    background: #f6f9fc;
   }
 
   .assistant-header {
-    padding: 18px 18px 16px;
+    min-height: 58px;
-    align-items: flex-start;
+    padding: calc(10px + env(safe-area-inset-top, 0px)) 138px 10px 12px;
-    flex-direction: column;
+    align-items: center;
+    flex-direction: row;
+    border-bottom: 1px solid #e5edf5;
   }
 
   .assistant-header-actions {
-    top: 18px;
+    top: calc(9px + env(safe-area-inset-top, 0px));
-    right: 18px;
+    right: 10px;
-    gap: 10px;
+    gap: 6px;
     width: auto;
-    justify-content: space-between;
+    justify-content: flex-end;
   }
 
   .assistant-toggle-btn,
   .session-trash-btn,
   .assistant-close-btn,
   .close-btn {
-    width: 40px;
+    width: 38px;
-    height: 40px;
+    height: 38px;
     border-radius: 4px;
+    font-size: 15px;
+  }
+
+  .assistant-title {
     font-size: 16px;
+    line-height: 1.25;
+  }
+
+  .assistant-subtitle {
+    display: none;
   }
 
   .flow-step-card header {
@@ -359,16 +393,87 @@
   }
 
   .assistant-layout {
-    padding: 14px;
+    position: relative;
+    display: grid;
+    grid-template-columns: minmax(0, 1fr);
+    gap: 0;
+    padding: 0;
+    overflow: hidden;
+  }
+
+  .dialog-panel {
+    border: 0;
+    border-radius: 0;
+    box-shadow: none;
+  }
+
+  .insight-panel-shell {
+    position: absolute;
+    inset: 0;
+    z-index: 70;
+    width: 100%;
+    max-height: none;
+    margin-left: 0;
+    transform: translateX(100%);
+    pointer-events: none;
+    transition: transform 240ms cubic-bezier(0.22, 1, 0.36, 1);
+  }
+
+  .assistant-layout.has-insight .insight-panel-shell {
+    transform: translateX(0);
+    pointer-events: auto;
+  }
+
+  .insight-panel-shell.collapsed {
+    width: 100%;
+    transform: translateX(100%);
+  }
+
+  .insight-panel {
+    border-radius: 0;
   }
 
   .composer-row {
+    display: grid;
+    grid-template-columns: minmax(0, 1fr) var(--composer-control-size, 40px);
+    align-items: end;
     gap: 8px;
     --composer-control-size: 40px;
   }
 
+  .composer-leading-actions {
+    grid-column: 1 / -1;
+    display: grid;
+    grid-template-columns: repeat(3, minmax(0, 1fr));
+    gap: 8px;
+    width: 100%;
+  }
+
+  .composer-leading-actions .composer-side-btn,
+  .composer-leading-actions .tool-btn {
+    width: 100%;
+  }
+
+  .composer-date-anchor,
+  .travel-calculator-anchor {
+    min-width: 0;
+  }
+
+  .composer-row .composer-shell {
+    min-width: 0;
+  }
+
+  .composer-shell-body {
+    align-items: flex-start;
+    padding: 6px 10px;
+  }
+
   .composer-shell textarea {
-    min-height: 32px;
+    flex-basis: 100%;
+    min-height: 40px;
+    max-height: 104px;
+    padding: 8px 2px;
+    line-height: 20px;
   }
 
   .travel-calculator-form {
@@ -376,20 +481,87 @@
   }
 
   .dialog-toolbar {
-    padding: 16px 16px 12px;
+    display: grid;
+    grid-template-columns: minmax(0, 1fr);
+    gap: 8px;
+    padding: 8px 10px;
+    overflow: visible;
+  }
+
+  .dialog-toolbar-label {
+    min-width: 0;
+  }
+
+  .shortcut-chip-wrap {
+    width: 100%;
+    display: grid;
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+    gap: 8px;
+    overflow: visible;
   }
 
   .shortcut-chip {
     width: 100%;
+    min-width: 0;
     justify-content: center;
   }
 
+  .shortcut-chip span {
+    min-width: 0;
+    overflow: hidden;
+    text-overflow: ellipsis;
+    white-space: nowrap;
+  }
+
   .message-list {
-    padding: 16px;
+    padding: 12px 10px;
+    gap: 10px;
+  }
+
+  .message-avatar {
+    width: 32px;
+    height: 32px;
+  }
+
+  .message-bubble {
+    max-width: 100%;
+    padding: 10px 12px;
+  }
+
+  .message-suggested-actions {
+    grid-template-columns: 1fr;
   }
 
   .composer {
-    padding: 0 16px 16px;
+    gap: 8px;
+    padding: 8px 10px calc(10px + env(safe-area-inset-bottom, 0px));
+    border-top: 1px solid #e5edf5;
+    background: #fff;
+  }
+
+  .composer-files-panel {
+    max-height: 30dvh;
+    overflow-y: auto;
+    padding: 10px;
+  }
+
+  .composer-date-popover,
+  .travel-calculator-popover {
+    position: fixed;
+    left: 10px;
+    right: 10px;
+    bottom: calc(150px + env(safe-area-inset-bottom, 0px));
+    width: auto;
+    max-height: min(58dvh, 420px);
+    overflow-y: auto;
+  }
+
+  .composer-date-fields-range {
+    grid-template-columns: 1fr;
+  }
+
+  .composer-date-range-sep {
+    display: none;
   }
 
   .composer-files-head,

web/src/assets/styles/views/travel-request-detail-view.css

@@ -769,6 +769,15 @@
   background: #dbe4ee;
 }
 
+.application-leader-opinion-timeline.is-single {
+  padding-left: 0;
+}
+
+.application-leader-opinion-timeline.is-single::before,
+.application-leader-opinion-timeline.is-single .application-leader-opinion-event::before {
+  display: none;
+}
+
 .application-leader-opinion-event {
   position: relative;
   display: grid;

web/src/components/audit/AuditAssetList.vue

@@ -194,7 +194,7 @@
             :class="{ 'is-disabled': skill.usesJsonRiskRule && skill.statusValue === 'generating' }"
             @click="emit('open-asset-detail', skill)"
           >
-            <td>
+            <td :data-label="tableColumns.name">
               <div class="skill-name-cell">
                 <span class="skill-avatar" :class="skill.badgeTone">{{ skill.short }}</span>
                 <div>
@@ -203,8 +203,8 @@
                 </div>
               </div>
             </td>
-            <td>{{ skill.category }}</td>
+            <td :data-label="tableColumns.category">{{ skill.category }}</td>
-            <td>
+            <td :data-label="tableColumns.owner">
               <span
                 v-if="skill.usesJsonRiskRule"
                 class="json-risk-meta-badge"
@@ -214,20 +214,20 @@
               </span>
               <template v-else>{{ skill.owner }}</template>
             </td>
-            <td><span class="scope-pill">{{ skill.scope }}</span></td>
+            <td :data-label="tableColumns.scope"><span class="scope-pill">{{ skill.scope }}</span></td>
-            <td v-if="showRuntimeColumn">{{ skill.model }}</td>
+            <td v-if="showRuntimeColumn" :data-label="tableColumns.runtime">{{ skill.model }}</td>
-            <td v-if="showVersionColumn">{{ skill.versionDisplay || skill.version }}</td>
+            <td v-if="showVersionColumn" :data-label="tableColumns.version">{{ skill.versionDisplay || skill.version }}</td>
-            <td v-if="showStatusColumn">
+            <td v-if="showStatusColumn" :data-label="tableColumns.status || '状态'">
               <span class="status-pill" :class="skill.statusTone">{{ skill.status }}</span>
             </td>
-            <td v-if="showMetricColumn">{{ skill.hitRate }}</td>
+            <td v-if="showMetricColumn" :data-label="tableColumns.metric">{{ skill.hitRate }}</td>
-            <td v-if="showOnlineColumn">
+            <td v-if="showOnlineColumn" data-label="是否上线">
               <span class="status-pill" :class="skill.isOnlineTone">{{ skill.isOnlineLabel }}</span>
             </td>
-            <td v-if="showEnabledColumn">
+            <td v-if="showEnabledColumn" data-label="是否启用">
               <span class="status-pill" :class="skill.isEnabledTone">{{ skill.isEnabledLabel }}</span>
             </td>
-            <td>{{ skill.updatedAt }}</td>
+            <td :data-label="tableColumns.updatedAt || '最近更新'">{{ skill.updatedAt }}</td>
           </tr>
         </tbody>
       </table>

web/src/components/audit/DigitalEmployeeListPanel.vue

@@ -156,15 +156,15 @@
                 <strong class="doc-id">{{ employee.name }}</strong>
               </div>
             </td>
-            <td><span class="doc-kind-tag application">{{ employee.skillCategory }}</span></td>
+            <td data-label="技能类型"><span class="doc-kind-tag application">{{ employee.skillCategory }}</span></td>
-            <td>{{ employee.owner }}</td>
+            <td data-label="维护归口">{{ employee.owner }}</td>
-            <td><span class="type-tag other">{{ employee.scope }}</span></td>
+            <td data-label="执行计划"><span class="type-tag other">{{ employee.scope }}</span></td>
-            <td>{{ employee.executionMode }}</td>
+            <td data-label="触发方式">{{ employee.executionMode }}</td>
-            <td>
+            <td data-label="资产状态">
               <span :class="['status-tag', employee.statusTone]">{{ employee.status }}</span>
             </td>
-            <td><span :class="['status-tag', employee.enabledTone]">{{ employee.enabledLabel }}</span></td>
+            <td data-label="启动状态"><span :class="['status-tag', employee.enabledTone]">{{ employee.enabledLabel }}</span></td>
-            <td>{{ employee.updatedAt || '-' }}</td>
+            <td data-label="最近更新">{{ employee.updatedAt || '-' }}</td>
           </tr>
         </tbody>
       </table>
@@ -292,4 +292,21 @@ function changePageSize(size) {
   overflow: hidden;
 }
 
+@media (max-width: 760px) {
+  .digital-employee-list-panel {
+    overflow: auto;
+  }
+
+  .digital-employee-list-panel :deep(.table-wrap) {
+    flex: 0 0 auto;
+    min-height: 0;
+    display: block;
+    overflow: visible;
+  }
+
+  .digital-employee-list-panel :deep(.list-foot) {
+    flex: 0 0 auto;
+    padding: 0 12px 12px;
+  }
+}
 </style>

web/src/components/business/PersonalWorkbench.vue

@@ -7,7 +7,7 @@
       note="把费用申请、报销进度、制度问答和待办处理集中到一个入口。"
     />
 
-    <article class="panel assistant-hero" :style="{ '--assistant-bg-image': `url(${homepageBackground})` }">
+    <article class="panel assistant-hero" :style="{ '--assistant-bg-image': `url(${workbenchHeroBackground})` }">
       <div class="assistant-copy">
         <h1>嗨，{{ displayUserName }}，我是您的 <span>AI 费用助手</span></h1>
 
@@ -358,16 +358,17 @@ import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue'
 import PanelHead from '../shared/PanelHead.vue'
 import ExpenseProfileDetailModal from './ExpenseProfileDetailModal.vue'
 import WorkbenchListIcon from '../shared/WorkbenchListIcon.vue'
-import homepageBackground from '../../assets/homepage_backgraound.png'
+import workbenchHeroBackground from '../../assets/personal-workbench-hero-bg-theme-base.webp'
 import { useSystemState } from '../../composables/useSystemState.js'
 import { useToast } from '../../composables/useToast.js'
 import { useWorkbenchComposerDate } from '../../composables/useWorkbenchComposerDate.js'
 import {
-  assistantCapabilities,
   buildExpenseStatItems,
+  filterAssistantCapabilitiesForUser,
   progressItems,
   progressSteps,
   quickPromptItems,
+  resolveWorkbenchCapabilityGridClass,
   todoItems,
 } from '../../data/personalWorkbench.js'
 import { fetchAgentRuns } from '../../services/agentAssets.js'
@@ -433,9 +434,6 @@ let employeeProfileLoadSeq = 0
 const MAX_ATTACHMENTS = 10
 const SESSION_TYPE_EXPENSE = 'expense'
 const SESSION_TYPE_KNOWLEDGE = 'knowledge'
-const FINANCIAL_CAPABILITY_KEYS = new Set(['budget-planning', 'finance-analysis'])
-const FINANCIAL_CAPABILITY_ROLE_CODES = new Set(['budget_monitor', 'executive', 'admin'])
-const FINANCIAL_CAPABILITY_ROLE_LABELS = new Set(['预算监控员', '高级财务人员', '管理员'])
 
 const hasExpenseConversation = computed(() =>
   Boolean(latestExpenseConversation.value?.conversation_id || latestExpenseConversation.value?.conversationId)
@@ -456,28 +454,8 @@ const composerPendingLabel = computed(() => {
   }
   return ''
 })
-const currentRoleCodes = computed(() => {
+const visibleAssistantCapabilities = computed(() => filterAssistantCapabilitiesForUser(currentUser.value))
-  const user = currentUser.value || {}
+const capabilityGridClass = computed(() => resolveWorkbenchCapabilityGridClass(currentUser.value))
-  const rawCodes = Array.isArray(user.roleCodes)
-    ? user.roleCodes
-    : Array.isArray(user.role_codes)
-      ? user.role_codes
-      : []
-  return new Set(rawCodes.map((code) => String(code || '').trim().toLowerCase()).filter(Boolean))
-})
-const canViewFinancialCapabilities = computed(() => {
-  const user = currentUser.value || {}
-  const roleLabel = String(user.role || '').trim()
-  return Boolean(user.isAdmin)
-    || FINANCIAL_CAPABILITY_ROLE_LABELS.has(roleLabel)
-    || Array.from(currentRoleCodes.value).some((code) => FINANCIAL_CAPABILITY_ROLE_CODES.has(code))
-})
-const visibleAssistantCapabilities = computed(() =>
-  assistantCapabilities.filter((item) => canViewFinancialCapabilities.value || !FINANCIAL_CAPABILITY_KEYS.has(item.key))
-)
-const capabilityGridClass = computed(() =>
-  canViewFinancialCapabilities.value ? 'capability-grid--privileged' : 'capability-grid--standard'
-)
 const expenseStatItems = computed(() => buildExpenseStatItems(props.workbenchSummary))
 const visibleExpenseStatItems = computed(() => {
   const preferredKeys = ['monthly-amount', 'monthly-count', 'in-review', 'pending-payment']
@@ -817,6 +795,7 @@ watch(currentUserProfileKey, (nextKey, previousKey) => {
 </script>
 
 <style scoped src="../../assets/styles/components/personal-workbench.css"></style>
+<style scoped src="../../assets/styles/components/personal-workbench-glass.css"></style>
 <style scoped src="../../assets/styles/components/personal-workbench-composer-date.css"></style>
 <style scoped src="../../assets/styles/components/personal-workbench-insights.css"></style>
 <style scoped src="../../assets/styles/components/personal-workbench-responsive.css"></style>

web/src/components/travel/BudgetAssistantReport.vue

@@ -28,7 +28,7 @@
     <section class="budget-report-main">
       <article class="budget-report-chart-panel">
         <div class="budget-report-section-head">
-          <strong>上季度费用结构</strong>
+          <strong>{{ expenseStructureTitle }}</strong>
           <span>{{ report.centerLabel }}</span>
         </div>
         <DonutChart
@@ -52,7 +52,7 @@
     <section class="budget-report-detail-panel">
       <div class="budget-report-section-head">
         <strong>费用类型拆解</strong>
-        <span>用于编制下一季度预算</span>
+        <span>用于编制{{ report.periodType || '下一期预算' }}</span>
       </div>
       <div class="budget-report-expense-list">
         <article
@@ -83,17 +83,21 @@
     <section class="budget-report-editor-panel">
       <div class="budget-report-section-head">
         <strong>预算构成编辑</strong>
-        <span>{{ report.periodType || '预算' }} · 可直接调整</span>
+        <span>{{ editorSubtitle }}</span>
       </div>
 
-      <div class="budget-editor-table" role="table" aria-label="预算构成编辑表">
+      <div
+        class="budget-editor-table"
+        :class="{ 'is-review': isReviewMode }"
+        role="table"
+        aria-label="预算构成编辑表"
+      >
         <div class="budget-editor-row head" role="row">
           <span role="columnheader">费用类型</span>
-          <span role="columnheader">编制金额</span>
+          <span role="columnheader">预算金额</span>
-          <span role="columnheader">提醒</span>
+          <span v-if="isReviewMode" role="columnheader">建议预算</span>
-          <span role="columnheader">告警</span>
-          <span role="columnheader">风险</span>
           <span role="columnheader">预算说明</span>
+          <span v-if="isReviewMode" role="columnheader">建议</span>
         </div>
 
         <div
@@ -104,43 +108,50 @@
         >
           <strong role="cell">{{ row.name }}</strong>
           <label role="cell">
-            <span>金额</span>
+            <span>预算金额</span>
-            <input v-model.number="row.budgetAmount" type="number" min="0" step="1000" />
+            <input
+              v-model.number="row.budgetAmount"
+              type="number"
+              min="0"
+              step="1000"
+              :readonly="isReviewMode"
+            />
           </label>
-          <label role="cell">
+          <label v-if="isReviewMode" role="cell">
-            <span>提醒</span>
+            <span>建议预算</span>
-            <input v-model.number="row.reminderThreshold" type="number" min="0" max="100" step="1" />
+            <input v-model.number="row.suggestedBudget" type="number" min="0" step="1000" />
           </label>
-          <label role="cell">
+          <label class="budget-editor-note-cell" role="cell">
-            <span>告警</span>
+            <span>预算说明</span>
-            <input v-model.number="row.alertThreshold" type="number" min="0" max="100" step="1" />
+            <textarea v-model="row.submittedNote" :readonly="isReviewMode" rows="2" />
           </label>
-          <label role="cell">
+          <label v-if="isReviewMode" class="budget-editor-note-cell" role="cell">
-            <span>风险</span>
+            <span>建议</span>
-            <input v-model.number="row.riskThreshold" type="number" min="0" max="100" step="1" />
+            <textarea v-model="row.financeSuggestion" rows="2" />
           </label>
-          <textarea v-model="row.note" role="cell" rows="2" />
         </div>
       </div>
 
       <footer class="budget-editor-footer">
         <div>
-          <span>当前编制总额</span>
+          <span>{{ totalLabel }}</span>
           <strong>{{ editableTotalDisplay }}</strong>
           <small>{{ draftStatusText }}</small>
         </div>
-        <button type="button" class="budget-editor-secondary" @click="applyRecommendedBudget">
+        <button
-          应用建议
+          type="button"
-        </button>
+          class="budget-editor-primary"
-        <button type="button" class="budget-editor-primary" @click="generateBudgetDraft">
+          :class="{ danger: isReviewMode && hasReviewChanges }"
-          生成预算草案
+          @click="submitBudgetEditorAction"
+        >
+          {{ primaryActionLabel }}
         </button>
       </footer>
     </section>
 
     <section class="budget-report-action-panel">
       <div>
-        <strong>编制建议</strong>
+        <strong>{{ recommendationTitle }}</strong>
         <p v-for="item in report.recommendations" :key="item">{{ item }}</p>
       </div>
       <span>{{ report.generatedAt }}</span>
@@ -162,6 +173,7 @@ const props = defineProps({
 
 const draftRows = reactive([])
 const draftStatus = ref('editing')
+const initialReviewSnapshot = ref('')
 
 const formatAmount = (value) =>
   `¥${Number(value || 0).toLocaleString('zh-CN', {
@@ -177,44 +189,94 @@ function resetDraftRows() {
       key: item.key,
       name: item.name,
       budgetAmount: Number(item.budgetAmount ?? item.recommendedBudget ?? 0),
-      reminderThreshold: Number(item.reminderThreshold ?? 70),
+      suggestedBudget: Number(item.suggestedBudget ?? item.recommendedBudget ?? item.budgetAmount ?? 0),
-      alertThreshold: Number(item.alertThreshold ?? 80),
+      submittedNote: String(item.submittedNote || item.note || item.suggestion || ''),
-      riskThreshold: Number(item.riskThreshold ?? 90),
+      financeSuggestion: String(item.financeSuggestion || '')
-      note: String(item.note || item.suggestion || '')
     })))
   )
   draftStatus.value = 'editing'
+  initialReviewSnapshot.value = buildReviewSnapshot()
 }
 
 watch(() => props.report, resetDraftRows, { immediate: true })
 
 const editableTotalDisplay = computed(() =>
-  formatAmount(draftRows.reduce((sum, item) => sum + Number(item.budgetAmount || 0), 0))
+  formatAmount(draftRows.reduce((sum, item) => {
+    const value = isReviewMode.value ? item.suggestedBudget : item.budgetAmount
+    return sum + Number(value || 0)
+  }, 0))
+)
+
+const isReviewMode = computed(() =>
+  props.report.mode === 'review' || props.report.editableDraft?.mode === 'review'
+)
+
+const editorSubtitle = computed(() =>
+  isReviewMode.value
+    ? '高级财务审核 · 修改建议预算或建议后将回退预算'
+    : `${props.report.periodType || '预算'} · 仅编辑本部门预算`
+)
+
+const totalLabel = computed(() => isReviewMode.value ? '建议预算总额' : '当前编制总额')
+
+function buildReviewSnapshot() {
+  return JSON.stringify(draftRows.map((row) => ({
+    key: row.key,
+    suggestedBudget: Number(row.suggestedBudget || 0),
+    financeSuggestion: String(row.financeSuggestion || '').trim()
+  })))
+}
+
+const hasReviewChanges = computed(() =>
+  isReviewMode.value && buildReviewSnapshot() !== initialReviewSnapshot.value
 )
 
 const draftStatusText = computed(() =>
-  draftStatus.value === 'generated'
+  draftStatus.value === 'returned'
-    ? '已生成本轮预算草案，后续可提交高级财务审核'
+    ? '已标记回退预算，请预算管理者按建议调整后再次提交'
-    : '调整后可生成预算草案'
+    : draftStatus.value === 'formed'
+      ? '已形成预算，可进入预算中心正式生效'
+      : isReviewMode.value
+        ? '未调整建议时可形成预算；调整后将回退预算'
+        : '保存后提交高级财务人员审核'
 )
 
-function applyRecommendedBudget() {
+const baseBudgetLabel = computed(() =>
-  resetDraftRows()
+  isReviewMode.value
-}
+    ? '提交预算'
+    : props.report.periodType === '年度预算' ? '去年预算' : '上季度预算'
+)
 
-function generateBudgetDraft() {
+const expenseStructureTitle = computed(() =>
-  draftStatus.value = 'generated'
+  isReviewMode.value
+    ? '提交预算费用结构'
+    : props.report.periodType === '年度预算' ? '去年费用结构' : '上季度费用结构'
+)
+
+const recommendationTitle = computed(() => isReviewMode.value ? '审核建议' : '编制建议')
+
+const primaryActionLabel = computed(() => {
+  if (!isReviewMode.value) return '保存预算'
+  return hasReviewChanges.value ? '回退预算' : '形成预算'
+})
+
+function submitBudgetEditorAction() {
+  if (!isReviewMode.value) {
+    draftStatus.value = 'formed'
+    return
+  }
+  draftStatus.value = hasReviewChanges.value ? 'returned' : 'formed'
 }
 
 const summaryCards = computed(() => [
   {
-    label: '上季度预算',
+    label: baseBudgetLabel.value,
     value: props.report.summary?.totalBudget || '—',
     hint: '作为编制基准',
     color: 'var(--theme-primary)'
   },
   {
-    label: '上季度开销',
+    label: props.report.centerLabel || '上季度开销',
     value: props.report.summary?.totalSpend || '—',
     hint: '按四类预算口径汇总',
     color: 'var(--theme-secondary)'
@@ -396,12 +458,21 @@ const summaryCards = computed(() => [
 
 .budget-editor-row {
   display: grid;
-  grid-template-columns: minmax(64px, .7fr) minmax(118px, .95fr) repeat(3, minmax(68px, .55fr)) minmax(220px, 1.6fr);
+  grid-template-columns: minmax(82px, .7fr) minmax(128px, .9fr) minmax(280px, 2fr);
   gap: 8px;
   align-items: center;
   min-width: 0;
 }
 
+.budget-editor-table.is-review .budget-editor-row {
+  grid-template-columns:
+    minmax(82px, .65fr)
+    minmax(122px, .75fr)
+    minmax(122px, .8fr)
+    minmax(240px, 1.6fr)
+    minmax(240px, 1.6fr);
+}
+
 .budget-editor-row.head {
   min-height: 34px;
   padding: 0 8px;
@@ -465,6 +536,13 @@ const summaryCards = computed(() => [
   outline: 3px solid var(--theme-focus-ring, rgba(58, 124, 165, .12));
 }
 
+.budget-editor-row input[readonly],
+.budget-editor-row textarea[readonly] {
+  background: #f8fafc;
+  color: #475569;
+  cursor: default;
+}
+
 .budget-editor-footer {
   margin-top: 10px;
   padding-top: 10px;
@@ -510,6 +588,10 @@ const summaryCards = computed(() => [
   color: #fff;
 }
 
+.budget-editor-primary.danger {
+  background: #7f1d1d;
+}
+
 .budget-editor-secondary {
   border: 1px solid #d7e0ea;
   background: #fff;

web/src/components/travel/StageRiskAdviceCard.vue

@@ -17,13 +17,13 @@
           <strong>{{ decisionTitle }}</strong>
           <p>{{ decisionDescription }}</p>
         </div>
+        <div v-if="compactAdviceItems.length" class="employee-risk-advice-list">
+          <p v-for="item in compactAdviceItems" :key="item">{{ item }}</p>
+        </div>
         <div class="employee-risk-action">
           <span>建议动作</span>
           <strong :class="decisionTone">{{ decisionAction }}</strong>
         </div>
-        <div v-if="compactAdviceItems.length" class="employee-risk-advice-list">
-          <p v-for="item in compactAdviceItems" :key="item">{{ item }}</p>
-        </div>
       </section>
 
       <section class="employee-risk-profile-section">
@@ -315,8 +315,20 @@ function normalizeBusinessStage(value) {
 
 function resolveReimbursementMaterialIssues(items) {
   return items
-    .filter((item) => !item?.isSystemGenerated && !String(item?.invoiceId || '').trim())
+    .filter((item) => !item?.isSystemGenerated && isRequiredMaterialItem(item) && !String(item?.invoiceId || '').trim())
-    .map((item) => `未上传票据：${item.name || item.category || item.desc || '未命名明细'}`)
+    .map((item) => `住宿材料待补充：${item.name || item.category || item.desc || '住宿明细'}`)
+}
+
+function isRequiredMaterialItem(item) {
+  const text = [
+    item?.itemType,
+    item?.typeCode,
+    item?.name,
+    item?.category,
+    item?.desc,
+    item?.itemReason
+  ].map((value) => String(value || '').trim()).join(' ')
+  return /hotel_ticket|hotel|住宿|酒店|水单/.test(text)
 }
 
 function resolveSceneIssues(request, items, isApplicationDocument) {
@@ -522,7 +534,7 @@ function uniqueTexts(values) {
 
 .employee-risk-ai-note {
   display: grid;
-  grid-template-columns: minmax(0, 1fr) minmax(220px, 38%);
+  grid-template-columns: minmax(0, 1fr);
   align-items: start;
   gap: 10px;
   padding: 10px 12px;
@@ -568,14 +580,18 @@ function uniqueTexts(values) {
 }
 
 .employee-risk-action {
+  grid-column: 1 / -1;
   display: flex;
-  align-items: flex-start;
+  align-items: center;
+  justify-content: center;
+  flex-wrap: wrap;
   gap: 8px;
   min-width: 0;
   padding: 8px 10px;
   border: 1px solid #e2e8f0;
   border-radius: 4px;
   background: #fff;
+  text-align: center;
 }
 
 .employee-risk-action span {
@@ -592,6 +608,7 @@ function uniqueTexts(values) {
   font-size: 12px;
   font-weight: 800;
   line-height: 1.5;
+  text-align: center;
 }
 
 .employee-risk-action strong.medium {

web/src/components/travel/TravelReimbursementMessageItem.vue

@@ -333,6 +333,66 @@
       </p>
     </div>
 
+    <div
+      v-if="message.role === 'assistant' && ui.shouldShowDraftSavedCard(message)"
+      class="draft-preview application-draft-preview"
+      :class="{ 'reimbursement-draft-preview': !ui.isApplicationDraftPayload(message.draftPayload) }"
+    >
+      <template v-if="ui.isApplicationDraftPayload(message.draftPayload)">
+        <header class="application-draft-head">
+          <span class="application-draft-icon" aria-hidden="true">
+            <i class="mdi mdi-file-document-check-outline"></i>
+          </span>
+          <span class="application-draft-title">
+            <strong>申请单据已生成</strong>
+            <small>已为本次业务生成申请单，请按需查看完整详情。</small>
+          </span>
+          <span class="application-draft-status">{{ ui.resolveApplicationDraftStatusLabel(message.draftPayload) }}</span>
+        </header>
+        <div class="application-draft-brief" role="group" aria-label="申请单据简要信息">
+          <div
+            v-for="item in ui.buildApplicationDraftSummaryItems(message.draftPayload)"
+            :key="`${message.id}-application-draft-${item.label}`"
+            class="application-draft-brief-item"
+            :class="{ 'is-primary': item.label === '单号' }"
+          >
+            <span>{{ item.label }}</span>
+            <strong>{{ item.value }}</strong>
+          </div>
+        </div>
+        <footer class="application-draft-footer">
+          <p>
+            完整审批链、附件和明细可在单据详情中
+            <button
+              type="button"
+              class="application-draft-detail-link"
+              :disabled="ui.submitting || ui.reviewActionBusy || ui.sessionSwitchBusy"
+              @click="ui.openApplicationDraftDetail(message)"
+            >查看</button>。
+          </p>
+        </footer>
+      </template>
+      <template v-else>
+        <div class="reimbursement-draft-card" role="group" aria-label="报销草稿已生成">
+          <span class="reimbursement-draft-icon" aria-hidden="true">
+            <i class="mdi mdi-file-document-edit-outline"></i>
+          </span>
+          <div class="reimbursement-draft-main">
+            <strong>报销草稿已生成</strong>
+            <p>
+              单号：<span>{{ ui.resolveReimbursementDraftClaimNo(message.draftPayload) }}</span>
+              <button
+                type="button"
+                class="reimbursement-draft-link"
+                :disabled="ui.submitting || ui.reviewActionBusy || ui.sessionSwitchBusy"
+                @click="ui.openApplicationDraftDetail(message)"
+              >查看详情</button>
+            </p>
+          </div>
+        </div>
+      </template>
+    </div>
+
     <div v-if="message.role === 'assistant' && message.reviewPayload" class="message-detail-block review-message-block">
       <div class="review-plain-followup">
         <template
@@ -405,54 +465,6 @@
       </div>
     </div>
 
-    <div
-      v-if="message.role === 'assistant' && !message.reviewPayload && message.draftPayload"
-      class="draft-preview"
-      :class="{ 'application-draft-preview': ui.isApplicationDraftPayload(message.draftPayload) }"
-    >
-      <template v-if="ui.isApplicationDraftPayload(message.draftPayload)">
-        <header class="application-draft-head">
-          <span class="application-draft-icon" aria-hidden="true">
-            <i class="mdi mdi-file-document-check-outline"></i>
-          </span>
-          <span class="application-draft-title">
-            <strong>申请单据已生成</strong>
-            <small>已为本次业务生成申请单，请按需查看完整详情。</small>
-          </span>
-          <span class="application-draft-status">{{ ui.resolveApplicationDraftStatusLabel(message.draftPayload) }}</span>
-        </header>
-        <div class="application-draft-brief" role="group" aria-label="申请单据简要信息">
-          <div
-            v-for="item in ui.buildApplicationDraftSummaryItems(message.draftPayload)"
-            :key="`${message.id}-application-draft-${item.label}`"
-            class="application-draft-brief-item"
-            :class="{ 'is-primary': item.label === '单号' }"
-          >
-            <span>{{ item.label }}</span>
-            <strong>{{ item.value }}</strong>
-          </div>
-        </div>
-        <footer class="application-draft-footer">
-          <p>
-            完整审批链、附件和明细可在单据详情中
-            <button
-              type="button"
-              class="application-draft-detail-link"
-              :disabled="ui.submitting || ui.reviewActionBusy || ui.sessionSwitchBusy"
-              @click="ui.openApplicationDraftDetail(message)"
-            >查看</button>。
-          </p>
-        </footer>
-      </template>
-      <template v-else>
-        <header>
-          <strong>{{ message.draftPayload.title }}</strong>
-          <span>待人工确认</span>
-        </header>
-        <pre>{{ message.draftPayload.body }}</pre>
-      </template>
-    </div>
-
     <div v-if="message.attachments?.length" class="message-files">
       <span v-for="file in message.attachments" :key="file" class="file-chip">
         <i class="mdi mdi-paperclip"></i>

web/src/composables/useAppShell.js

@@ -33,7 +33,8 @@ export function useAppShell() {
     files: [],
     conversation: null,
     scope: null,
-    sessionType: ''
+    sessionType: '',
+    budgetContext: null
   })
   const smartEntrySessionId = ref(0)
   const smartEntryRevealToken = ref(0)
@@ -183,7 +184,8 @@ export function useAppShell() {
       files: [],
       conversation: null,
       scope: null,
-      sessionType: ''
+      sessionType: '',
+      budgetContext: null
     }
     smartEntrySessionId.value += 1
   }
@@ -337,7 +339,10 @@ export function useAppShell() {
       files: Array.isArray(payload.files) ? payload.files : [],
       conversation,
       scope,
-      sessionType
+      sessionType,
+      budgetContext: payload.budgetContext && typeof payload.budgetContext === 'object'
+        ? payload.budgetContext
+        : null
     }
     smartEntrySessionId.value += 1
   }
@@ -358,7 +363,7 @@ export function useAppShell() {
         return
       }
       smartEntryOpen.value = false
-      toast(`${claimNo || '该'}单据已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`)
+      toast(`${claimNo || '该'}单据已提交审批${approvalStage ? `，当前节点：${approvalStage}` : '。'}`)
       router.push({ name: 'app-documents' })
       return
     }

web/src/composables/useLoginView.js

@@ -5,26 +5,29 @@ export function useLoginView() {
   const password = ref('')
   const tenant = ref('远光软件股份有限公司')
   const remember = ref(true)
-  const showPassword = ref(false)
+
+  const tenantOptions = [
+    {
+      label: '远光软件股份有限公司',
+      value: '远光软件股份有限公司'
+    }
+  ]
 
   const features = [
     {
-      title: '智能审单',
+      iconKey: 'recognition',
-      desc: 'AI 自动识别票据与规则，提升准确率与处理效率',
+      title: '智能识别 自动归集',
-      icon: 'mdi mdi-file-document-outline',
+      desc: '票据智能识别，自动归集费用，减少人工录入'
-      tone: 'green'
     },
     {
-      title: '异常预警',
+      iconKey: 'workflow',
-      desc: '多维风险识别与预警，主动防控报销风险',
+      title: '流程透明 合规可控',
-      icon: 'mdi mdi-bell-outline',
+      desc: '内置审批规则引擎，流程透明，风险可控'
-      tone: 'red'
     },
     {
-      title: 'SLA 监控',
+      iconKey: 'insight',
-      desc: '实时监控服务水位，保障审批和处理时效',
+      title: '数据洞察 决策支持',
-      icon: 'mdi mdi-sync',
+      desc: '多维度费用分析，洞察业务，驱动决策'
-      tone: 'blue'
     }
   ]
 
@@ -49,8 +52,8 @@ export function useLoginView() {
     LogoMark,
     password,
     remember,
-    showPassword,
     tenant,
+    tenantOptions,
     username
   }
 }

web/src/composables/useRequests.js

@@ -50,7 +50,6 @@ const ARCHIVED_STEP_LABEL = '已归档'
 const REIMBURSEMENT_PROGRESS_LABELS = [
   RELATED_APPLICATION_STEP_LABEL,
   '待提交',
-  'AI预审',
   '直属领导审批',
   '财务审批',
   '待付款',
@@ -301,11 +300,11 @@ function resolveWorkflowNode(claim, approvalMeta, isApplicationDocument = false)
   const rawNode = String(claim?.approval_stage || '').trim()
 
   if (rawNode) {
-    if (rawNode === '审批流转') {
+    if (rawNode === '审批流转' || rawNode.includes('AI预审') || rawNode.includes('AI验审')) {
-      return 'AI预审'
+      return approvalMeta.key === 'draft' || approvalMeta.key === 'supplement' ? '待提交' : '直属领导审批'
     }
     if (rawNode === '待补充') {
-      return approvalMeta.key === 'draft' ? '待提交' : 'AI预审'
+      return '待提交'
     }
     return rawNode
   }
@@ -323,7 +322,7 @@ function resolveWorkflowNode(claim, approvalMeta, isApplicationDocument = false)
     return isApplicationDocument ? '审批完成' : normalizedStatus === 'paid' ? '已付款' : '归档入账'
   }
 
-  return isApplicationDocument ? '直属领导审批' : 'AI预审'
+  return '直属领导审批'
 }
 
 function stringifyRiskFlag(value) {
@@ -375,24 +374,24 @@ function resolveProgressCurrentIndex(approvalMeta, workflowNode) {
   const normalizedNode = String(workflowNode || '').trim()
 
   if (approvalMeta.key === 'completed') {
-    return 7
+    return 6
   }
 
   if (approvalMeta.key === 'pending_payment') {
-    return 5
+    return 4
   }
 
   if (normalizedNode.includes('已付款')) {
-    return 6
-  }
-  if (normalizedNode.includes('待付款')) {
     return 5
   }
+  if (normalizedNode.includes('待付款')) {
+    return 4
+  }
   if (normalizedNode.includes('归档') || normalizedNode.includes('入账')) {
-    return 7
+    return 6
   }
   if (normalizedNode.includes('财务')) {
-    return 4
+    return 3
   }
   if (
     normalizedNode.includes('直属领导')
@@ -400,10 +399,10 @@ function resolveProgressCurrentIndex(approvalMeta, workflowNode) {
     || normalizedNode.includes('部门负责人')
     || normalizedNode.includes('负责人审批')
   ) {
-    return 3
+    return 2
   }
   if (normalizedNode.includes('AI预审') || normalizedNode.includes('AI验审') || normalizedNode.includes('审批流转')) {
-    return 2
+    return approvalMeta.key === 'draft' || approvalMeta.key === 'supplement' ? 1 : 2
   }
   if (normalizedNode.includes('待提交')) {
     return 1
@@ -839,11 +838,6 @@ function buildCompletedStepMeta(claim, label) {
     return buildProgressStepMeta(`${employeeName}提交`, submittedAt)
   }
 
-  if (stepLabel === 'AI预审') {
-    const reviewedAt = formatDateTime(claim?.submitted_at || claim?.updated_at)
-    return buildProgressStepMeta('AI预审通过', reviewedAt)
-  }
-
   if (stepLabel === '直属领导审批' || stepLabel === '预算管理者审批' || stepLabel === '财务审批') {
     const approvalEvent = findApprovalEventForStep(claim, stepLabel)
     if (approvalEvent) {
@@ -925,9 +919,6 @@ function resolveCurrentStepStartedAt(claim, label) {
     const returnEvent = findLatestReturnEvent(claim)
     return returnEvent?.created_at || returnEvent?.createdAt || claim?.updated_at || claim?.created_at
   }
-  if (stepLabel === 'AI预审') {
-    return claim?.updated_at || claim?.submitted_at || claim?.created_at
-  }
   if (stepLabel === '直属领导审批') {
     return claim?.submitted_at || claim?.updated_at || claim?.created_at
   }

web/src/data/personalWorkbench.js

@@ -62,6 +62,35 @@ export const assistantCapabilities = [
   }
 ]
 
+const FINANCIAL_CAPABILITY_KEYS = new Set(['budget-planning', 'finance-analysis'])
+const FINANCIAL_CAPABILITY_ROLE_CODES = new Set(['budget_monitor', 'executive', 'admin'])
+const FINANCIAL_CAPABILITY_ROLE_LABELS = new Set(['预算监控员', '高级财务人员', '管理员'])
+
+function normalizeRoleCodes(user = {}) {
+  const rawCodes = Array.isArray(user.roleCodes)
+    ? user.roleCodes
+    : Array.isArray(user.role_codes)
+      ? user.role_codes
+      : []
+  return rawCodes.map((code) => String(code || '').trim().toLowerCase()).filter(Boolean)
+}
+
+export function canViewFinancialWorkbenchCapabilities(user = {}) {
+  const roleLabel = String(user.role || '').trim()
+  return Boolean(user.isAdmin)
+    || FINANCIAL_CAPABILITY_ROLE_LABELS.has(roleLabel)
+    || normalizeRoleCodes(user).some((code) => FINANCIAL_CAPABILITY_ROLE_CODES.has(code))
+}
+
+export function filterAssistantCapabilitiesForUser(user = {}) {
+  const canViewFinancial = canViewFinancialWorkbenchCapabilities(user)
+  return assistantCapabilities.filter((item) => canViewFinancial || !FINANCIAL_CAPABILITY_KEYS.has(item.key))
+}
+
+export function resolveWorkbenchCapabilityGridClass(user = {}) {
+  return canViewFinancialWorkbenchCapabilities(user) ? 'capability-grid--privileged' : 'capability-grid--standard'
+}
+
 export const todoItems = [
   {
     title: '待补材料',

web/src/plugins/elementPlusStyles.js

@@ -7,6 +7,7 @@ import 'element-plus/theme-chalk/el-dialog.css'
 import 'element-plus/theme-chalk/el-dropdown.css'
 import 'element-plus/theme-chalk/el-dropdown-item.css'
 import 'element-plus/theme-chalk/el-dropdown-menu.css'
+import 'element-plus/theme-chalk/el-icon.css'
 import 'element-plus/theme-chalk/el-input.css'
 import 'element-plus/theme-chalk/el-option.css'
 import 'element-plus/theme-chalk/el-option-group.css'

web/src/services/reimbursements.js

@@ -157,13 +157,6 @@ export function submitExpenseClaim(claimId) {
   })
 }
 
-export function preReviewExpenseClaim(claimId) {
-  return apiRequest(`/reimbursements/claims/${encodeURIComponent(String(claimId || '').trim())}/pre-review`, {
-    method: 'POST',
-    body: JSON.stringify({})
-  })
-}
-
 export function returnExpenseClaim(claimId, payload = {}) {
   return apiRequest(`/reimbursements/claims/${encodeURIComponent(String(claimId || '').trim())}/return`, {
     method: 'POST',

web/src/utils/documentCenterNewState.js

@@ -55,6 +55,9 @@ export function writeDocumentScope(scope, allowedScopes = [], storage = getStora
 }
 
 export function isNewDocument(row, viewedKeys) {
+  if (row?.isNewDocument === false || row?.archived === true || String(row?.source || '').trim() === 'archive') {
+    return false
+  }
   const key = resolveDocumentNewKey(row)
   return Boolean(key) && !viewedKeys.has(key)
 }

web/src/utils/expenseApplicationPreview.js

@@ -16,7 +16,7 @@ export const APPLICATION_PREVIEW_FIELD_DEFINITIONS = [
   { key: 'department', label: '部门', editable: false, required: false },
   { key: 'position', label: '岗位', editable: false, required: false },
   { key: 'managerName', label: '直属领导', editable: false, required: false },
-  { key: 'time', label: '发生时间' },
+  { key: 'time', label: '申请时间' },
   { key: 'location', label: '地点' },
   { key: 'reason', label: '事由' },
   { key: 'days', label: '天数' },
@@ -33,6 +33,20 @@ export const APPLICATION_TRANSPORT_MODE_OPTIONS = ['火车', '飞机', '轮船']
 const APPLICATION_POLICY_PENDING_TEXT = '填写地点和天数后自动测算'
 const APPLICATION_TRANSPORT_REIMBURSEMENT_TEXT = '选择火车、飞机或轮船后自动生成交通参考票价，报销阶段按真实票据复核'
 
+export function resolveApplicationTimeLabel(applicationType = '') {
+  const label = String(applicationType || '').trim()
+  if (/差旅|出差/.test(label)) return '行程时间'
+  if (/招待|宴请|餐饮/.test(label)) return '招待时间'
+  return '申请时间'
+}
+
+function resolveApplicationFieldLabel(item, fields = {}) {
+  if (item.key === 'time') {
+    return resolveApplicationTimeLabel(fields.applicationType)
+  }
+  return item.label
+}
+
 function compactText(value) {
   return String(value || '').replace(/\s+/g, '')
 }
@@ -374,7 +388,7 @@ function buildMissingFields(fields) {
   return APPLICATION_PREVIEW_FIELD_DEFINITIONS
     .filter((item) => item.key !== 'applicationType' && item.required !== false)
     .filter((item) => !isApplicationPreviewValueProvided(fields?.[item.key]))
-    .map((item) => item.label)
+    .map((item) => resolveApplicationFieldLabel(item, fields))
 }
 
 export function buildApplicationPolicyEstimateRequest(preview = {}, currentUser = {}) {
@@ -551,6 +565,38 @@ export function normalizeApplicationPreview(preview = {}) {
   }
 }
 
+export function applyApplicationBusinessTimeContext(preview = {}, businessTimeContext = null) {
+  if (!businessTimeContext || typeof businessTimeContext !== 'object') {
+    return normalizeApplicationPreview(preview)
+  }
+
+  const startDate = String(businessTimeContext.start_date || '').trim()
+  const endDate = String(businessTimeContext.end_date || startDate).trim()
+  const displayValue = String(
+    businessTimeContext.business_time ||
+    businessTimeContext.time_range ||
+    businessTimeContext.display_value ||
+    ''
+  ).trim()
+  const time = startDate && endDate
+    ? (startDate === endDate ? startDate : `${startDate} 至 ${endDate}`)
+    : displayValue
+  if (!time) {
+    return normalizeApplicationPreview(preview)
+  }
+
+  const normalized = normalizeApplicationPreview(preview)
+  const fields = normalized.fields || {}
+  return normalizeApplicationPreview({
+    ...normalized,
+    fields: {
+      ...fields,
+      time,
+      days: resolveDaysFromDateRange(time) || fields.days
+    }
+  })
+}
+
 export function buildModelRefinedApplicationPreview(localPreview = {}, ontology = {}, rawText = '', currentUser = {}) {
   const currentFields = localPreview?.fields || {}
   const ontologyFields = buildApplicationFieldsFromOntology(ontology || {}, rawText, currentUser)
@@ -598,6 +644,7 @@ export function buildApplicationPreviewRows(preview = {}) {
     const value = String(rawValue || '').trim() || '待补充'
     return {
       ...item,
+      label: resolveApplicationFieldLabel(item, fields),
       value,
       editable: item.editable !== false,
       highlight: Boolean(item.highlight),

web/src/views/AppShellRouteView.vue

@@ -8,6 +8,15 @@
     }"
   >
     <div class="mobile-overlay" aria-hidden="true" @click="mobileSidebarOpen = false"></div>
+    <button
+      type="button"
+      class="mobile-hamburger-btn"
+      aria-label="打开移动端导航"
+      :aria-expanded="mobileSidebarOpen ? 'true' : 'false'"
+      @click="mobileSidebarOpen = true"
+    >
+      <i class="mdi mdi-menu" aria-hidden="true"></i>
+    </button>
     <Transition name="login-entry-veil">
       <div v-if="loginEntryAnimating" class="login-entry-veil" aria-live="polite" aria-label="登录成功，正在进入工作台">
         <FloatingLightBandWindow
@@ -178,6 +187,7 @@
       :initial-files="smartEntryContext.files"
       :initial-conversation="smartEntryContext.conversation"
       :initial-session-type="smartEntryContext.sessionType"
+      :initial-budget-context="smartEntryContext.budgetContext"
       :entry-source="smartEntryContext.source"
       :request-context="smartEntryContext.request"
       :invalidated-draft-claim-id="smartEntryInvalidatedDraftClaimId"

web/src/views/BudgetCenterView.vue

@@ -150,46 +150,46 @@
           <tbody>
             <tr v-for="row in visibleBudgetRows" :key="row.id" @click="handleRowAction(row)">
               <template v-if="activeBudgetScope === BUDGET_SCOPE_ALL">
-                <td><strong class="budget-no">{{ row.budgetNo }}</strong></td>
+                <td data-label="预算编号"><strong class="budget-no">{{ row.budgetNo }}</strong></td>
-                <td>{{ row.departmentName }}</td>
+                <td data-label="部门">{{ row.departmentName }}</td>
-                <td>{{ row.periodLabel }}</td>
+                <td data-label="预算周期">{{ row.periodLabel }}</td>
-                <td>{{ row.annualAmountLabel }}</td>
+                <td data-label="年度预算">{{ row.annualAmountLabel }}</td>
-                <td>{{ row.quarterAmountLabel }}</td>
+                <td data-label="季度预算">{{ row.quarterAmountLabel }}</td>
-                <td>{{ row.monthAmountLabel }}</td>
+                <td data-label="月度预算">{{ row.monthAmountLabel }}</td>
-                <td>{{ row.availableAmountLabel }}</td>
+                <td data-label="剩余可用">{{ row.availableAmountLabel }}</td>
-                <td>
+                <td data-label="使用率">
                   <div class="budget-rate">
                     <div><em :class="row.riskTone" :style="{ width: `${Math.min(row.usageRate, 100)}%` }"></em></div>
                     <span>{{ row.usageRateLabel }}</span>
                   </div>
                 </td>
-                <td><span :class="['budget-status-tag', row.riskTone]">{{ row.riskLabel }}</span></td>
+                <td data-label="风险"><span :class="['budget-status-tag', row.riskTone]">{{ row.riskLabel }}</span></td>
-                <td>{{ row.updatedAt }}</td>
+                <td data-label="更新时间">{{ row.updatedAt }}</td>
               </template>
 
               <template v-else-if="activeBudgetScope === BUDGET_SCOPE_REVIEW">
-                <td><strong class="budget-no">{{ row.budgetNo }}</strong></td>
+                <td data-label="草稿编号"><strong class="budget-no">{{ row.budgetNo }}</strong></td>
-                <td>{{ row.departmentName }}</td>
+                <td data-label="提交部门">{{ row.departmentName }}</td>
-                <td>{{ row.compiler }}</td>
+                <td data-label="编制人">{{ row.compiler }}</td>
-                <td>{{ row.submittedAt }}</td>
+                <td data-label="提交时间">{{ row.submittedAt }}</td>
-                <td>{{ row.periodLabel }}</td>
+                <td data-label="预算周期">{{ row.periodLabel }}</td>
-                <td>{{ row.requestedAmountLabel }}</td>
+                <td data-label="申请预算">{{ row.requestedAmountLabel }}</td>
-                <td><span class="budget-change">{{ row.changeRateLabel }}</span></td>
+                <td data-label="较上一版"><span class="budget-change">{{ row.changeRateLabel }}</span></td>
-                <td><span class="budget-score">{{ row.aiScore }}分</span></td>
+                <td data-label="AI 分析"><span class="budget-score">{{ row.aiScore }}分</span></td>
-                <td><span :class="['budget-status-tag', row.riskTone]">{{ row.riskLabel }}</span></td>
+                <td data-label="风险"><span :class="['budget-status-tag', row.riskTone]">{{ row.riskLabel }}</span></td>
-                <td><span :class="['budget-status-tag', row.statusTone]">{{ row.statusLabel }}</span></td>
+                <td data-label="状态"><span :class="['budget-status-tag', row.statusTone]">{{ row.statusLabel }}</span></td>
               </template>
 
               <template v-else>
-                <td><strong class="budget-no">{{ row.budgetNo }}</strong></td>
+                <td data-label="归档编号"><strong class="budget-no">{{ row.budgetNo }}</strong></td>
-                <td>{{ row.departmentName }}</td>
+                <td data-label="部门">{{ row.departmentName }}</td>
-                <td>{{ row.periodLabel }}</td>
+                <td data-label="预算周期">{{ row.periodLabel }}</td>
-                <td>{{ row.version }}</td>
+                <td data-label="版本">{{ row.version }}</td>
-                <td>{{ row.archiveType }}</td>
+                <td data-label="归档类型">{{ row.archiveType }}</td>
-                <td>{{ row.quarterAmountLabel }}</td>
+                <td data-label="原预算额">{{ row.quarterAmountLabel }}</td>
-                <td>{{ row.reviewer }}</td>
+                <td data-label="审核人">{{ row.reviewer }}</td>
-                <td>{{ row.archivedAt }}</td>
+                <td data-label="归档时间">{{ row.archivedAt }}</td>
-                <td><span :class="['budget-status-tag', row.statusTone]">{{ row.statusLabel }}</span></td>
+                <td data-label="状态"><span :class="['budget-status-tag', row.statusTone]">{{ row.statusLabel }}</span></td>
               </template>
             </tr>
           </tbody>
@@ -297,15 +297,15 @@
             </thead>
             <tbody>
               <tr v-for="item in selectedBudget.categoryRows" :key="item.code">
-                <td><strong>{{ item.name }}</strong></td>
+                <td data-label="费用类型"><strong>{{ item.name }}</strong></td>
-                <td>{{ item.amountLabel }}</td>
+                <td data-label="预算金额">{{ item.amountLabel }}</td>
-                <td>{{ item.usedLabel }}</td>
+                <td data-label="已发生">{{ item.usedLabel }}</td>
-                <td>{{ item.occupiedLabel }}</td>
+                <td data-label="已占用">{{ item.occupiedLabel }}</td>
-                <td>{{ item.availableLabel }}</td>
+                <td data-label="剩余">{{ item.availableLabel }}</td>
-                <td>{{ item.usageRateLabel }}</td>
+                <td data-label="使用率">{{ item.usageRateLabel }}</td>
-                <td><span class="budget-threshold reminder">{{ item.reminderLine }}</span></td>
+                <td data-label="提醒"><span class="budget-threshold reminder">{{ item.reminderLine }}</span></td>
-                <td><span class="budget-threshold alert">{{ item.alertLine }}</span></td>
+                <td data-label="告警"><span class="budget-threshold alert">{{ item.alertLine }}</span></td>
-                <td><span class="budget-threshold risk">{{ item.riskLine }}</span></td>
+                <td data-label="风险"><span class="budget-threshold risk">{{ item.riskLine }}</span></td>
               </tr>
             </tbody>
           </table>

web/src/views/DocumentsCenterView.vue

@@ -196,20 +196,20 @@
           </thead>
           <tbody>
             <tr v-for="row in visibleRows" :key="row.documentKey" @click="openDocument(row)">
-              <td>
+              <td data-label="单号">
                 <span v-if="row.isNewDocument" class="new-document-badge">NEW</span>
                 <strong class="doc-id">{{ row.documentNo }}</strong>
               </td>
-              <td>{{ row.createdAtDisplay }}</td>
+              <td data-label="创建时间">{{ row.createdAtDisplay }}</td>
-              <td v-if="showStayTimeColumn">{{ row.stayTimeDisplay }}</td>
+              <td v-if="showStayTimeColumn" data-label="停留时间">{{ row.stayTimeDisplay }}</td>
-              <td><span class="doc-kind-tag" :class="row.documentTypeCode">{{ row.documentTypeLabel }}</span></td>
+              <td data-label="单据类型"><span class="doc-kind-tag" :class="row.documentTypeCode">{{ row.documentTypeLabel }}</span></td>
-              <td><span class="type-tag" :class="row.typeTone">{{ row.typeLabel }}</span></td>
+              <td data-label="费用场景"><span class="type-tag" :class="row.typeTone">{{ row.typeLabel }}</span></td>
-              <td>{{ row.initiatorName }}</td>
+              <td data-label="发起人">{{ row.initiatorName }}</td>
-              <td>{{ row.reason }}</td>
+              <td data-label="事项">{{ row.reason }}</td>
-              <td>{{ row.amountDisplay }}</td>
+              <td data-label="金额">{{ row.amountDisplay }}</td>
-              <td>{{ row.node }}</td>
+              <td data-label="当前环节">{{ row.node }}</td>
-              <td><span class="status-tag" :class="row.statusTone">{{ row.statusLabel }}</span></td>
+              <td data-label="状态"><span class="status-tag" :class="row.statusTone">{{ row.statusLabel }}</span></td>
-              <td>{{ row.updatedAtDisplay }}</td>
+              <td data-label="更新时间">{{ row.updatedAtDisplay }}</td>
             </tr>
           </tbody>
         </table>
@@ -587,7 +587,9 @@ function buildDocumentRow(request, options = {}) {
     archived,
     createdAtDisplay: formatDocumentListTime(createdAtSource),
     stayTimeDisplay: resolveDocumentStayTimeDisplay(normalized),
-    isNewDocument: isNewDocument({ ...normalized, source: options.source || 'owned', claimId, documentNo }, viewedDocumentKeys.value),
+    isNewDocument: archived
+      ? false
+      : isNewDocument({ ...normalized, source: options.source || 'owned', claimId, documentNo }, viewedDocumentKeys.value),
     updatedAtDisplay: formatDocumentListTime(updatedAtSource),
     sortTime: resolveDocumentSortTime(updatedAtSource)
   }

web/src/views/EmployeeManagementView.vue

@@ -621,7 +621,7 @@
                 :class="{ spotlight: employee.spotlight }"
                 @click="openEmployeeDetail(employee)"
               >
-                <td>
+                <td data-label="员工">
                   <div class="employee-cell">
                     <span class="employee-avatar">{{ employee.avatar }}</span>
                     <div>
@@ -630,11 +630,11 @@
                     </div>
                   </div>
                 </td>
-                <td>{{ employee.employeeNo }}</td>
+                <td data-label="工号">{{ employee.employeeNo }}</td>
-                <td>{{ employee.department }}</td>
+                <td data-label="部门">{{ employee.department }}</td>
-                <td>{{ employee.position }}</td>
+                <td data-label="岗位">{{ employee.position }}</td>
-                <td><span class="level-pill">{{ employee.grade }}</span></td>
+                <td data-label="职级"><span class="level-pill">{{ employee.grade }}</span></td>
-                <td>
+                <td data-label="系统角色">
                   <div class="role-stack">
                     <span
                       v-for="role in employee.roles.slice(0, 2)"
@@ -648,10 +648,10 @@
                     </span>
                   </div>
                 </td>
-                <td>
+                <td data-label="状态">
                   <span class="status-pill" :class="employee.statusTone">{{ employee.status }}</span>
                 </td>
-                <td class="cell-updated">{{ employee.updatedAt }}</td>
+                <td class="cell-updated" data-label="最近更新">{{ employee.updatedAt }}</td>
               </tr>
             </tbody>
           </table>

web/src/views/LoginRouteView.vue

@@ -28,6 +28,7 @@ const {
 } = useSystemState()
 
 const LOGIN_ENTRY_ROUTE_DELAY_MS = 140
+const LOGIN_BRAND_NAME = '易财费控'
 
 function waitForLoginEntryReady() {
   return new Promise((resolve) => {
@@ -35,8 +36,6 @@ function waitForLoginEntryReady() {
   })
 }
 
-const LOGIN_BRAND_NAME = '易财费控'
-
 async function submitLogin(credentials) {
   const passed = await handleLogin(credentials)
 

web/src/views/LoginView.vue

@@ -1,150 +1,152 @@
 <template>
   <main class="login-page">
-    <header class="page-brand">
+    <section class="login-visual" aria-label="智能费用管理运营能力">
-      <LogoMark />
+      <div class="visual-brand">
-      <strong>{{ displayCompanyName }}</strong>
+        <LogoMark />
-    </header>
+        <strong>{{ displayCompanyName }}</strong>
-
-    <section class="hero">
-      <p class="eyebrow-text">Smart Expense Operations</p>
-      <h1>企业报销智能运营台</h1>
-      <p class="hero-lead">让报销审批更智能、更高效</p>
-      <p class="hero-sub">智能审单 · 自动化审批 · 风险预警 · SLA 监控 · 数据驱动决策</p>
-
-      <div class="hero-stage" aria-hidden="true">
-        <span class="flow-line flow-a"></span>
-        <span class="flow-line flow-b"></span>
-        <span class="flow-line flow-c"></span>
-
-        <div class="metric-card amount">
-          <span>报销金额趋势</span>
-          <strong>¥ 61,600</strong>
-          <small>较昨日 <b class="up">+8.3%</b></small>
-          <div class="mini-bars"><i></i><i></i><i></i><i></i></div>
-        </div>
-
-        <div class="document-card">
-          <span>报销单</span>
-          <i></i><i></i><i></i>
-          <b class="doc-check"><i class="mdi mdi-check"></i></b>
-        </div>
-
-        <img class="shield-art" src="../assets/security-shield.png" alt="" />
-
-        <div class="round-badge ai">AI</div>
-
-        <div class="metric-card risk">
-          <span>风险预警</span>
-          <strong><i class="mdi mdi-alert"></i> 14 单</strong>
-          <small>较昨日 <b class="danger">+16.7%</b></small>
-        </div>
-
-        <div class="metric-card audit">
-          <span>审批效率</span>
-          <strong>78%</strong>
-          <small>较昨日 <b class="up">+6.2%</b></small>
-        </div>
-
-        <div class="metric-card sla">
-          <span>SLA 达成率</span>
-          <strong>96%</strong>
-          <small>较昨日 <b class="up">+3.1%</b></small>
-        </div>
       </div>
 
-      <div class="feature-strip" aria-label="核心能力">
+      <div class="visual-copy">
+        <p>智能费用管理</p>
+        <h1>让企业财务更高效、更合规、更可控</h1>
+        <span>以智能化流程驱动费用全生命周期管理，助力企业降本增效，稳健前行。</span>
+      </div>
+
+      <div class="visual-feature-list" aria-label="核心能力">
         <article v-for="item in features" :key="item.title">
-          <span :class="item.tone"><i :class="item.icon"></i></span>
+          <span class="visual-feature-icon">
+            <ElIcon><component :is="item.icon" /></ElIcon>
+          </span>
           <div>
             <strong>{{ item.title }}</strong>
             <p>{{ item.desc }}</p>
           </div>
         </article>
       </div>
+
+      <img class="visual-main-asset" :src="loginMainVisualImage" alt="" aria-hidden="true" />
+      <img class="visual-chart-asset" :src="loginChartPanelsImage" alt="" aria-hidden="true" />
+
+      <footer class="visual-footer">
+        <span>© 2024 智能费用管理平台</span>
+        <i></i>
+        <span>服务热线：400-888-8888</span>
+      </footer>
     </section>
 
-    <section class="login-card" aria-label="登录表单">
+    <section class="login-panel" aria-label="登录表单">
-      <div class="card-brand">
+      <div class="login-card">
-        <LogoMark />
+        <div class="card-brand">
-        <strong>{{ displayCompanyName }}</strong>
+          <LogoMark />
-      </div>
+          <strong>{{ displayCompanyName }}</strong>
-
-      <header class="card-head">
-        <h2>欢迎登录</h2>
-        <p>使用员工邮箱或管理员账号进入系统</p>
-      </header>
-
-      <form class="login-form" @submit.prevent="emit('login', { username, password })">
-        <label class="field">
-          <span class="sr-only">账号</span>
-          <i class="mdi mdi-account-outline"></i>
-          <input v-model="username" type="text" placeholder="请输入员工邮箱 / 管理员账号" autocomplete="username" required />
-        </label>
-
-        <label class="field">
-          <span class="sr-only">密码</span>
-          <i class="mdi mdi-lock-outline"></i>
-          <input
-            v-model="password"
-            :type="showPassword ? 'text' : 'password'"
-            placeholder="请输入登录密码"
-            autocomplete="current-password"
-            required
-          />
-          <button
-            class="field-icon-btn"
-            type="button"
-            :aria-label="showPassword ? '隐藏密码' : '显示密码'"
-            @click="showPassword = !showPassword"
-          >
-            <i :class="showPassword ? 'mdi mdi-eye' : 'mdi mdi-eye-off'"></i>
-          </button>
-        </label>
-
-        <label class="field">
-          <span class="sr-only">企业或租户</span>
-          <i class="mdi mdi-office-building"></i>
-          <select v-model="tenant" class="tenant-select" aria-label="请选择企业或租户">
-            <option value="远光软件股份有限公司">远光软件股份有限公司</option>
-          </select>
-          <span class="field-select-chevron" aria-hidden="true">
-            <i class="mdi mdi-chevron-down"></i>
-          </span>
-        </label>
-
-        <div class="form-meta">
-          <label class="remember">
-            <input v-model="remember" type="checkbox" />
-            <span>记住账号</span>
-          </label>
-          <button type="button" class="link-btn" @click="emit('recover-password')">忘记密码?</button>
         </div>
 
-        <p v-if="errorMessage" class="login-error">{{ errorMessage }}</p>
+        <header class="card-head">
+          <h2>欢迎登录</h2>
+          <p>智能费用管理平台</p>
+        </header>
 
-        <button class="submit-btn" type="submit" :disabled="submitting">
+        <form class="login-form" @submit.prevent="submitLogin">
-          {{ submitting ? '登录中...' : '登录' }}
+          <label class="form-field">
-        </button>
+            <span class="sr-only">账号</span>
+            <ElInput
+              v-model="username"
+              class="login-input"
+              :prefix-icon="User"
+              autocomplete="username"
+              clearable
+              placeholder="请输入账号"
+            />
+          </label>
 
-        <div class="divider"><span>或</span></div>
+          <label class="form-field">
+            <span class="sr-only">密码</span>
+            <ElInput
+              v-model="password"
+              class="login-input"
+              :prefix-icon="Lock"
+              autocomplete="current-password"
+              placeholder="请输入密码"
+              show-password
+              type="password"
+            />
+          </label>
 
-        <button class="sso-btn" type="button" :disabled="submitting" @click="emit('sso-login')">
+          <label class="form-field">
-          <i class="mdi mdi-shield-outline"></i>
+            <span class="sr-only">所属企业</span>
-          <span>SSO 单点登录</span>
+            <ElSelect
-        </button>
+              v-model="tenant"
-      </form>
+              class="login-select"
+              popper-class="login-tenant-popper"
+              placeholder="请选择所属企业"
+              :suffix-icon="OfficeBuilding"
+            >
+              <ElOption
+                v-for="option in tenantOptions"
+                :key="option.value"
+                :label="option.label"
+                :value="option.value"
+              />
+            </ElSelect>
+          </label>
 
-      <footer class="security-note">
+          <div class="form-meta">
-        <i class="mdi mdi-lock-outline"></i>
+            <ElCheckbox v-model="remember" class="login-checkbox">记住账号</ElCheckbox>
-        <span>安全登录 · 数据加密传输 · 如需帮助请联系系统管理员</span>
+            <button type="button" class="link-button" @click="emit('recover-password')">忘记密码?</button>
-      </footer>
+          </div>
+
+          <p v-if="errorMessage" class="login-error">{{ errorMessage }}</p>
+
+          <ElButton
+            class="login-submit"
+            type="primary"
+            native-type="submit"
+            :loading="submitting"
+            :disabled="submitting"
+          >
+            登录
+          </ElButton>
+
+          <ElButton
+            class="login-sso"
+            :icon="Grid"
+            :disabled="submitting"
+            @click="emit('sso-login')"
+          >
+            SSO 单点登录
+          </ElButton>
+        </form>
+
+        <footer class="security-note">
+          登录即表示您已阅读并同意
+          <button type="button">《用户协议》</button>
+          和
+          <button type="button">《隐私政策》</button>
+        </footer>
+      </div>
     </section>
   </main>
 </template>
 
 <script setup>
 import { computed } from 'vue'
+import { ElButton } from 'element-plus/es/components/button/index.mjs'
+import { ElCheckbox } from 'element-plus/es/components/checkbox/index.mjs'
+import { ElIcon } from 'element-plus/es/components/icon/index.mjs'
+import { ElInput } from 'element-plus/es/components/input/index.mjs'
+import { ElOption, ElSelect } from 'element-plus/es/components/select/index.mjs'
+import {
+  Connection,
+  DataAnalysis,
+  DocumentChecked,
+  Grid,
+  Lock,
+  OfficeBuilding,
+  User
+} from '@element-plus/icons-vue'
 
+import loginChartPanelsImage from '../assets/login-reference-chart-panels.png'
+import loginMainVisualImage from '../assets/login-reference-main-visual.png'
 import { useLoginView } from '../composables/useLoginView.js'
 
 const props = defineProps({
@@ -166,7 +168,32 @@ const emit = defineEmits(['login', 'recover-password', 'sso-login'])
 
 const displayCompanyName = computed(() => props.companyName || '易财费控')
 
-const { features, LogoMark, password, remember, showPassword, tenant, username } = useLoginView()
+const {
+  features,
+  LogoMark,
+  password,
+  remember,
+  tenant,
+  tenantOptions,
+  username
+} = useLoginView()
+
+const featureIconMap = {
+  recognition: DocumentChecked,
+  workflow: Connection,
+  insight: DataAnalysis
+}
+
+features.forEach((item) => {
+  item.icon = featureIconMap[item.iconKey] || DocumentChecked
+})
+
+function submitLogin() {
+  emit('login', {
+    username: username.value,
+    password: password.value
+  })
+}
 </script>
 
 <style scoped src="../assets/styles/views/login-view.css"></style>

web/src/views/PoliciesView.vue

@@ -94,25 +94,25 @@
                       :class="{ selected: selectedDocument?.id === doc.id }"
                       @click="selectDocument(doc.id)"
                     >
-                      <td>
+                      <td data-label="文件名称">
                         <span class="file-name">
                           <i :class="doc.icon"></i>
                           {{ doc.name }}
                         </span>
                       </td>
-                      <td>
+                      <td data-label="标签">
                         <span class="doc-tag">{{ doc.tag }}</span>
                       </td>
-                      <td>{{ doc.time }}</td>
+                      <td data-label="上传时间">{{ doc.time }}</td>
-                      <td>{{ doc.version }}</td>
+                      <td data-label="版本">{{ doc.version }}</td>
-                      <td>
+                      <td data-label="状态">
                         <div class="state-cell">
                           <span class="state-tag" :class="doc.stateTone">{{ doc.state }}</span>
                         </div>
                       </td>
-                      <td class="ingest-time-cell">{{ doc.ingestTime || '—' }}</td>
+                      <td class="ingest-time-cell" data-label="归纳时间">{{ doc.ingestTime || '—' }}</td>
-                      <td>{{ doc.owner }}</td>
+                      <td data-label="上传人">{{ doc.owner }}</td>
-                      <td>
+                      <td data-label="操作">
                         <div class="row-actions" @click.stop>
                           <button
                             class="more-btn"

web/src/views/ReceiptFolderView.vue

@@ -92,21 +92,21 @@
           </thead>
           <tbody>
             <tr v-for="row in visibleRows" :key="row.id" @click="openDetail(row)">
-              <td>
+              <td data-label="票据文件">
                 <strong class="doc-id">{{ row.file_name }}</strong>
                 <small>{{ row.summary || '暂无摘要' }}</small>
               </td>
-              <td><span class="doc-kind-tag reimbursement">{{ row.document_type_label }}</span></td>
+              <td data-label="识别类型"><span class="doc-kind-tag reimbursement">{{ row.document_type_label }}</span></td>
-              <td><span class="type-tag neutral">{{ row.scene_label }}</span></td>
+              <td data-label="费用场景"><span class="type-tag neutral">{{ row.scene_label }}</span></td>
-              <td>{{ row.amount || '待补充' }}</td>
+              <td data-label="金额">{{ row.amount || '待补充' }}</td>
-              <td>{{ row.document_date || '待补充' }}</td>
+              <td data-label="票据日期">{{ row.document_date || '待补充' }}</td>
-              <td>{{ formatScore(row.avg_score) }}</td>
+              <td data-label="置信度">{{ formatScore(row.avg_score) }}</td>
-              <td v-if="showStatusColumn">
+              <td v-if="showStatusColumn" data-label="关联状态">
                 <span class="status-tag" :class="row.status === 'linked' ? 'completed' : 'warning'">
                   {{ row.status_label }}
                 </span>
               </td>
-              <td>{{ formatDateTime(row.uploaded_at) }}</td>
+              <td data-label="上传时间">{{ formatDateTime(row.uploaded_at) }}</td>
             </tr>
           </tbody>
         </table>

web/src/views/TravelRequestDetailView.vue

@@ -162,7 +162,12 @@
                   <span><i class="mdi mdi-account-tie-outline"></i>领导意见</span>
                   <strong v-if="leaderApprovalReadonlyMeta">{{ leaderApprovalReadonlyMeta }}</strong>
                 </div>
-                <div v-if="hasLeaderApprovalEvents" class="application-leader-opinion-timeline" aria-label="领导批复事件流">
+                <div
+                  v-if="hasLeaderApprovalEvents"
+                  class="application-leader-opinion-timeline"
+                  :class="{ 'is-single': hasSingleLeaderApprovalEvent }"
+                  aria-label="领导批复事件流"
+                >
                   <article
                     v-for="event in leaderApprovalEvents"
                     :key="event.id"
@@ -414,7 +419,7 @@
               <div class="validation-head">
                 <div>
                   <h3>{{ aiAdviceTitle }}</h3>
-                  <p>{{ aiAdviceHint }}</p>
+                  <p v-if="aiAdviceHint">{{ aiAdviceHint }}</p>
                 </div>
                 <span :class="['validation-pill', aiAdvice.tone]">{{ aiAdvice.badge }}</span>
               </div>
@@ -426,7 +431,7 @@
                   :class="['validation-section', `validation-section--${section.kind}`]"
                 >
                   <h4 class="validation-section-title">{{ section.title }}</h4>
-                  <ul v-if="section.kind === 'completion'" class="validation-list">
+                  <ul v-if="section.kind !== 'risk'" class="validation-list">
                     <li v-for="item in section.items" :key="item">{{ item }}</li>
                   </ul>
                   <div v-else class="risk-advice-list">
@@ -451,10 +456,6 @@
                 </section>
               </div>
             </article>
-            <RiskObservationEvidenceCard
-              v-if="request.claimId"
-              :claim-id="request.claimId"
-            />
             <StageRiskAdviceCard
               v-if="showStageRiskAdvice"
               :request="request"
@@ -687,7 +688,7 @@
       badge="重大风险"
       badge-tone="danger"
       :title="`当前存在 ${submitRiskWarnings.length} 条重大风险`"
-      description="如仍需进入下一步，请逐条填写每一个重大风险的原因，系统会写入附加说明并用于后续风险统计。"
+      description="如仍需提交审批，请逐条填写每一个重大风险的原因，系统会写入附加说明并用于后续风险统计。"
       cancel-text="返回整改"
       confirm-text="保存原因并继续"
       busy-text="保存中..."

web/src/views/scripts/BudgetCenterView.js

@@ -120,7 +120,9 @@ export default {
       status: '全部'
     })
 
-    const canEditBudget = computed(() => canEditBudgetCenter(props.currentUser))
+    const canEditBudget = computed(() =>
+      canEditBudgetCenter(props.currentUser) || isBudgetMonitorUser(props.currentUser)
+    )
     const canAuditBudgetDrafts = computed(() => canEditBudgetCenter(props.currentUser))
     const canSwitchDepartments = computed(() => canSwitchBudgetDepartments(props.currentUser))
     const isDepartmentBudgetMonitor = computed(
@@ -145,7 +147,10 @@ export default {
       })
     )
 
-    const budgetScopeTabs = computed(() => buildBudgetScopeTabs(budgetRowsByScope.value))
+    const budgetScopeTabs = computed(() =>
+      buildBudgetScopeTabs(budgetRowsByScope.value)
+        .filter((tab) => canAuditBudgetDrafts.value || tab.value !== BUDGET_SCOPE_REVIEW)
+    )
     const activeScopeRows = computed(() => budgetRowsByScope.value[activeBudgetScope.value] || [])
     const activeScopeLabel = computed(
       () => budgetScopeTabs.value.find((item) => item.value === activeBudgetScope.value)?.label || '预算'
@@ -224,14 +229,59 @@ export default {
     }))
     const pageSummary = computed(() => `共 ${totalBudgetRows.value} 条，目前第 ${currentBudgetPage.value} 页`)
 
-    function openBudgetAssistant(prompt = '') {
+    function buildBudgetAssistantContext(row, mode = 'edit') {
+      if (!row) return null
+      return {
+        mode,
+        budgetNo: row.budgetNo,
+        departmentCode: row.departmentCode,
+        departmentName: row.departmentName,
+        costCenter: row.costCenter,
+        periodLabel: row.periodLabel,
+        periodType: row.periodType,
+        budgetYear: row.budgetYear,
+        budgetQuarter: row.budgetQuarter,
+        version: row.version,
+        compiler: row.compiler || row.owner,
+        reviewer: row.reviewer,
+        submittedAt: row.submittedAt,
+        requestedAmount: row.requestedAmount || row.quarterAmount,
+        previousAmount: row.quarterAmount,
+        categoryRows: Array.isArray(row.categoryRows)
+          ? row.categoryRows.map((item) => ({ ...item }))
+          : []
+      }
+    }
+
+    function resolveEditableBudgetRow() {
+      const allRows = budgetRowsByScope.value[BUDGET_SCOPE_ALL] || []
+      if (isDepartmentBudgetMonitor.value) {
+        return allRows.find((row) => (
+          row.scope === BUDGET_SCOPE_ALL &&
+          (
+            (currentUserCostCenter.value && row.costCenter === currentUserCostCenter.value) ||
+            (currentUserDepartmentName.value && row.departmentName === currentUserDepartmentName.value)
+          )
+        )) || allRows[0] || null
+      }
+
+      return allRows.find((row) => row.scope === BUDGET_SCOPE_ALL) || allRows[0] || null
+    }
+
+    function openBudgetAssistant(prompt = '', budgetContext = null) {
       if (!canEditBudget.value) return
+      const context = budgetContext || buildBudgetAssistantContext(resolveEditableBudgetRow(), 'edit')
       emit('openAssistant', {
         source: 'budget',
         sessionType: 'budget',
-        prompt,
+        prompt: prompt || (
+          context?.departmentName
+            ? `编辑${context.departmentName}${context.periodLabel || ''}预算`
+            : '编辑本部门预算'
+        ),
         files: [],
-        conversation: null
+        conversation: null,
+        budgetContext: context
       })
     }
 
@@ -242,7 +292,8 @@ export default {
       }
 
       openBudgetAssistant(
-        `请进入预算审核模式，审核${row.departmentName}${row.periodLabel}预算草案，重点看差旅、通信、招待费和办公用品的合理性、风险点和是否可以通过。`
+        `请进入预算审核模式，审核${row.departmentName}${row.periodLabel}预算草案，重点看差旅、通信、招待费和办公用品的合理性、风险点和是否可以通过。`,
+        buildBudgetAssistantContext(row, 'review')
       )
     }
 
@@ -332,6 +383,12 @@ export default {
       }
     )
 
+    watch(canAuditBudgetDrafts, (allowed) => {
+      if (!allowed && activeBudgetScope.value === BUDGET_SCOPE_REVIEW) {
+        activeBudgetScope.value = BUDGET_SCOPE_ALL
+      }
+    }, { immediate: true })
+
     watch(
       [
         budgetPageSize,

web/src/views/scripts/TravelReimbursementCreateView.js

@@ -532,6 +532,10 @@ export default {
       type: Object,
       default: null
     },
+    initialBudgetContext: {
+      type: Object,
+      default: null
+    },
     initialSessionType: {
       type: String,
       default: ''
@@ -1109,6 +1113,7 @@ export default {
       submitting,
       syncComposerFilesToDraft,
       emitOperationCompleted,
+      emitDraftSaved: (payload) => emit('draft-saved', payload),
       emitRequestUpdated: (payload) => emit('request-updated', payload),
       toast
     })
@@ -1881,6 +1886,29 @@ export default {
       ].filter((item) => String(item.value || '').trim() && item.value !== '待补充')
     }
 
+    function shouldShowDraftSavedCard(message) {
+      const draftPayload = message?.draftPayload || null
+      return Boolean(
+        draftPayload
+          && (
+            String(draftPayload.claim_id || draftPayload.claimId || '').trim()
+            || String(draftPayload.claim_no || draftPayload.claimNo || '').trim()
+            || String(draftPayload.title || '').trim()
+            || String(draftPayload.body || '').trim()
+          )
+      )
+    }
+
+    function resolveReimbursementDraftClaimNo(draftPayload) {
+      return String(
+        draftPayload?.claim_no
+        || draftPayload?.claimNo
+        || draftPayload?.claim_id
+        || draftPayload?.claimId
+        || ''
+      ).trim() || '待生成'
+    }
+
     function updateMessageOperationFeedback(message, patch = {}) {
       if (!message?.id) {
         return
@@ -1957,7 +1985,7 @@ export default {
       const draftPayload = message?.draftPayload || {}
       const claimId = String(draftPayload.claim_id || draftPayload.claimId || '').trim()
       if (!claimId) {
-        toast('暂未获取到申请单据 ID，稍后可在单据中心查看。')
+        toast('暂未获取到单据 ID，稍后可在单据中心查看。')
         return
       }
       await router.push({
@@ -2403,6 +2431,8 @@ export default {
       isApplicationDraftPayload,
       resolveApplicationDraftStatusLabel,
       buildApplicationDraftSummaryItems,
+      shouldShowDraftSavedCard,
+      resolveReimbursementDraftClaimNo,
       openApplicationDraftDetail,
       isOperationFeedbackVisible,
       dismissOperationFeedbackForMessage,
@@ -2519,7 +2549,7 @@ export default {
       renderMarkdown, buildExpenseQueryWindowLabel, buildExpenseQueryHint, getExpenseQueryActivePage, getExpenseQueryTotalPages, getExpenseQueryVisibleRecords, resolveDocumentPreview, triggerFileUpload, applyComposerDateSelection, handleFilesChange, handleComposerInput, handleComposerEnter, runShortcut, runWelcomeQuickAction: runShortcut, handleSuggestedAction, isSuggestedActionSelected, askHotKnowledgeQuestion, resolveKnowledgeRankLabel, resolveKnowledgeRankTone,
       refreshFlowRunDetail, formatFlowStepDuration, resolveFlowStepStatusLabel, resolveFlowStepDetail, toggleInsightPanel, openTravelCalculator, toggleTravelCalculator, closeTravelCalculator, submitTravelCalculator, switchToReviewOverviewDrawer, toggleReviewDocumentDrawer, toggleReviewRiskDrawer, toggleReviewFlowDrawer, toggleAttachedFilesExpanded, removeAttachedFile, clearAttachedFiles,
       requestCloseWorkbench, emitCloseAfterLeave, handleAssistantModalAfterEnter, openExpenseQueryRecord, handleExpenseQueryRecordClick, setExpenseQueryPage, shiftExpenseQueryPage, openDeleteSessionDialog, closeDeleteSessionDialog, confirmDeleteCurrentSession, openInlineReviewEditor, closeInlineReviewEditor, commitInlineReviewEditor, clearInlineReviewFieldError, selectInlineScene, selectReviewCategory, selectReviewOtherCategory,
-      queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, resolveApplicationPreviewRows, resolveApplicationPreviewEditorControl, resolveApplicationPreviewEditorOptions, isApplicationPreviewEditing, isApplicationPreviewDateEditorOpen, openApplicationPreviewEditor: openApplicationPreviewEditorFromUi, commitApplicationPreviewEditor, commitApplicationPreviewDateEditor, cancelApplicationPreviewEditor, setApplicationPreviewDateMode, canApplyApplicationPreviewDateSelection, handleApplicationPreviewEditorKeydown, buildApplicationPreviewFooterText, isApplicationDraftPayload, resolveApplicationDraftStatusLabel, buildApplicationDraftSummaryItems, openApplicationDraftDetail, isOperationFeedbackVisible, dismissOperationFeedbackForMessage, submitOperationFeedbackForMessage, closeApplicationSubmitConfirm, confirmApplicationSubmit, closeReviewNextStepConfirm, confirmReviewNextStepSubmit, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
+      queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, resolveApplicationPreviewRows, resolveApplicationPreviewEditorControl, resolveApplicationPreviewEditorOptions, isApplicationPreviewEditing, isApplicationPreviewDateEditorOpen, openApplicationPreviewEditor: openApplicationPreviewEditorFromUi, commitApplicationPreviewEditor, commitApplicationPreviewDateEditor, cancelApplicationPreviewEditor, setApplicationPreviewDateMode, canApplyApplicationPreviewDateSelection, handleApplicationPreviewEditorKeydown, buildApplicationPreviewFooterText, isApplicationDraftPayload, resolveApplicationDraftStatusLabel, buildApplicationDraftSummaryItems, shouldShowDraftSavedCard, resolveReimbursementDraftClaimNo, openApplicationDraftDetail, isOperationFeedbackVisible, dismissOperationFeedbackForMessage, submitOperationFeedbackForMessage, closeApplicationSubmitConfirm, confirmApplicationSubmit, closeReviewNextStepConfirm, confirmReviewNextStepSubmit, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
     }
   }
 }

web/src/views/scripts/TravelRequestDetailView.js

@@ -8,7 +8,6 @@ import TravelRequestApprovalDialog from '../../components/travel/TravelRequestAp
 import TravelRequestBudgetAnalysis from '../../components/travel/TravelRequestBudgetAnalysis.vue'
 import TravelRequestDeleteDialog from '../../components/travel/TravelRequestDeleteDialog.vue'
 import StageRiskAdviceCard from '../../components/travel/StageRiskAdviceCard.vue'
-import RiskObservationEvidenceCard from '../../components/travel/RiskObservationEvidenceCard.vue'
 import TravelRequestReturnDialog from '../../components/travel/TravelRequestReturnDialog.vue'
 import {
   approveExpenseClaim,
@@ -16,9 +15,9 @@ import {
   deleteExpenseClaimItem,
   deleteExpenseClaimItemAttachment,
   deleteExpenseClaim,
+  fetchEmployeeLatestProfile,
   fetchExpenseClaimItemAttachmentMeta,
   fetchExpenseClaimItemAttachmentPreview,
-  preReviewExpenseClaim,
   returnExpenseClaim,
   submitExpenseClaim,
   uploadExpenseClaimItemAttachment,
@@ -33,7 +32,8 @@ import {
   canReturnExpenseClaims,
   isCurrentDirectManagerForRequest,
   isCurrentRequestApplicant,
-  isFinanceUser
+  isFinanceUser,
+  isPlatformAdminUser
 } from '../../utils/accessControl.js'
 import {
   buildRiskViewerContext,
@@ -67,7 +67,6 @@ import {
   buildExpenseItemViewModel,
   buildFallbackExpenseItems,
   buildFallbackProgressSteps,
-  buildOptionalTravelReceiptRiskCards,
   formatCurrency,
   isPlaceholderValue,
   isApplicationDocumentRequest,
@@ -84,16 +83,15 @@ import {
   resolveExpenseUploadHint
 } from './travelRequestDetailExpenseModel.js'
 import {
-  buildAiPreReviewSnapshot,
-  findLatestAiPreReviewEvent,
-  isAiPreReviewFlag,
-  isAiPreReviewPassed,
-  resolveAiPreReviewToast,
   resolveSubmitActionIcon,
   resolveSubmitActionLabel,
   resolveSubmitConfirmDescription,
   resolveSubmitConfirmText
-} from './travelRequestDetailPreReviewModel.js'
+} from './travelRequestDetailSubmitModel.js'
+import {
+  buildEmployeeProfileAdviceItems,
+  buildTravelReceiptMaterialPrompts
+} from './travelRequestDetailAdviceModel.js'
 import { useTravelRequestPaymentFlow } from './travelRequestDetailPaymentFlow.js'
 
 /*
@@ -229,50 +227,6 @@ function buildExpenseItemViewModel(source, index, requestModel, travelTimeLabelM
     || source?.created_at
     attachmentStatus: isSystemGenerated ? '无需附件' : attachments.length ? '已关联票据' : '未上传',
 
-function buildOptionalTravelReceiptRiskCards(requestModel, items) {
-  if (isApplicationDocumentRequest(requestModel)) {
-    return []
-  }
-
-  const normalizedItems = Array.isArray(items) ? items : []
-  const isTravelContext =
-    requestModel?.detailVariant === 'travel' ||
-    requestModel?.typeCode === 'travel' ||
-    normalizedItems.some((item) => ['train_ticket', 'flight_ticket', 'hotel_ticket', 'ride_ticket', 'travel_allowance'].includes(item.itemType))
-  if (!isTravelContext) {
-    return []
-  }
-
-  const hasUploadedType = (itemType) =>
-    normalizedItems.some((item) => item.itemType === itemType && !item.isSystemGenerated && !isPlaceholderValue(item.invoiceId))
-  const cards = []
-  if (!hasUploadedType('hotel_ticket')) {
-    cards.push({
-      id: 'travel-optional-hotel-ticket',
-      tone: 'low',
-      label: '低风险',
-      title: '住宿票据提醒',
-      risk: '当前差旅单暂未上传住宿票据；如果本次出差发生住宿费用，请不要忘记补充酒店住宿票据。',
-      summary: '住宿票据缺失不阻断当前提交，但会影响住宿费用报销完整性。',
-      ruleBasis: ['差旅费可以包含交通、住宿和补贴等明细；住宿费用需要住宿票据支撑。'],
-      suggestion: '如有住宿费用，请新增住宿票明细并上传酒店发票或住宿清单；如未住宿，可忽略该提醒。'
-    })
-  }
-  if (!hasUploadedType('ride_ticket')) {
-    cards.push({
-      id: 'travel-optional-ride-ticket',
-      tone: 'low',
-      label: '低风险',
-      title: '乘车票据提醒',
-      risk: '当前差旅单暂未上传市内乘车票据；如果发生打车或市内交通费用，可以继续补充票据报销。',
-      summary: '市内交通票据缺失不阻断当前提交，但可能遗漏可报销费用。',
-      ruleBasis: ['差旅费可以补充市内交通/乘车票据；该类票据通常作为差旅费用的可选补充材料。'],
-      suggestion: '如有打车、网约车或市内交通费用，请新增乘车明细并上传对应票据。'
-    })
-  }
-  return cards
-}
-
 function buildExpenseDraftIssues(item) {
   const issues = []
   if (item.isSystemGenerated) {
@@ -394,7 +348,6 @@ export default {
     ConfirmDialog,
     EnterpriseSelect,
     StageRiskAdviceCard,
-    RiskObservationEvidenceCard,
     TravelRequestApprovalDialog,
     TravelRequestBudgetAnalysis,
     TravelRequestDeleteDialog,
@@ -426,8 +379,11 @@ export default {
     const deletingExpenseId = ref('')
     const pendingUploadExpenseId = ref('')
     const submitBusy = ref(false)
-    const aiPreReviewSnapshot = ref(null)
     const riskFlagPreviewSnapshot = ref(null)
+    const employeeRiskProfile = ref(null)
+    const employeeRiskProfileLoading = ref(false)
+    const employeeRiskProfileError = ref('')
+    let employeeRiskProfileLoadSeq = 0
     const submitConfirmDialogOpen = ref(false)
     const riskOverrideDialogOpen = ref(false)
     const riskOverrideBusy = ref(false)
@@ -507,6 +463,9 @@ export default {
     const canManageCurrentClaim = computed(() => canManageExpenseClaims(currentUser.value))
     const isArchivedRequest = computed(() => isArchivedRequestView(request.value))
     const canDeleteRequest = computed(() => {
+      if (isApplicationDocument.value) {
+        return isPlatformAdminUser(currentUser.value)
+      }
       if (isArchivedRequest.value) {
         return canDeleteArchivedExpenseClaims(currentUser.value)
       }
@@ -612,6 +571,7 @@ export default {
     const leaderApprovalInfo = computed(() => buildLeaderApprovalInfo(request.value))
     const leaderApprovalEvents = computed(() => buildLeaderApprovalEvents(request.value))
     const hasLeaderApprovalEvents = computed(() => leaderApprovalEvents.value.length > 0)
+    const hasSingleLeaderApprovalEvent = computed(() => leaderApprovalEvents.value.length === 1)
     const leaderApprovalReadonlyMeta = computed(() => {
       const pieces = hasLeaderApprovalEvents.value ? [`${leaderApprovalEvents.value.length} 条批复记录`] : []
       if (leaderApprovalInfo.value.generatedDraftClaimNo) {
@@ -682,7 +642,12 @@ export default {
           : `${request.value.id} 已确认审核，系统已按预算与风险结果更新流程。`
         : `${request.value.id} 已审批通过，流转至财务审批。`
     })
-    const deleteActionLabel = computed(() => (isDraftRequest.value ? '删除草稿' : '删除单据'))
+    const deleteActionLabel = computed(() => {
+      if (isApplicationDocument.value) {
+        return '删除申请'
+      }
+      return isDraftRequest.value ? '删除草稿' : '删除单据'
+    })
     const deleteDialogTitle = computed(() => `确认${deleteActionLabel.value} ${request.value.id} 吗？`)
     const deleteDialogDescription = computed(() =>
       isDraftRequest.value
@@ -726,7 +691,6 @@ export default {
           Object.keys(expenseAttachmentMeta).forEach((key) => {
             delete expenseAttachmentMeta[key]
           })
-          aiPreReviewSnapshot.value = null
           closeAttachmentPreview()
         }
         pendingUploadExpenseId.value = ''
@@ -923,15 +887,6 @@ export default {
       ) {
         requestFlags = previewSnapshot.riskFlags
       }
-      const snapshot = aiPreReviewSnapshot.value
-      if (
-        snapshot
-        && snapshot.claimId === request.value?.claimId
-        && Array.isArray(snapshot.riskFlags)
-        && !requestFlags.some(isAiPreReviewFlag)
-      ) {
-        return snapshot.riskFlags
-      }
       return requestFlags
     }
 
@@ -1093,10 +1048,6 @@ export default {
       return summary ? `重大风险警示：${summary}` : '重大风险警示'
     }
 
-    function applyAiPreReviewPayload(payload) {
-      aiPreReviewSnapshot.value = buildAiPreReviewSnapshot(payload, request.value.claimId)
-    }
-
     function applyClaimRiskFlagsPayload(payload) {
       const flags = Array.isArray(payload?.claim_risk_flags)
         ? payload.claim_risk_flags
@@ -1112,11 +1063,69 @@ export default {
       }
     }
 
-    const requiresAiPreReview = computed(() => isEditableRequest.value && !isApplicationDocument.value)
+    function resolveProfileLookupId() {
-    const aiPreReviewEvent = computed(() => findLatestAiPreReviewEvent(resolveClaimRiskFlags()))
+      return String(
-    const hasAiPreReviewResult = computed(() => !requiresAiPreReview.value || Boolean(aiPreReviewEvent.value))
+        request.value?.profileEmployeeId
-    const aiPreReviewPassed = computed(() =>
+        || request.value?.employeeId
-      isAiPreReviewPassed(aiPreReviewEvent.value, requiresAiPreReview.value)
+        || request.value?.employee_id
+        || request.value?.profileName
+        || ''
+      ).trim()
+    }
+
+    function resolveProfileExpenseScope() {
+      const typeCode = String(request.value?.typeCode || '').trim()
+      return typeCode && !typeCode.endsWith('_application') ? typeCode : 'overall'
+    }
+
+    async function loadEmployeeRiskProfile() {
+      const employeeId = resolveProfileLookupId()
+      if (!employeeId || isApplicationDocument.value) {
+        employeeRiskProfile.value = null
+        employeeRiskProfileError.value = ''
+        employeeRiskProfileLoading.value = false
+        return
+      }
+
+      const sequence = ++employeeRiskProfileLoadSeq
+      employeeRiskProfileLoading.value = true
+      employeeRiskProfileError.value = ''
+      try {
+        const payload = await fetchEmployeeLatestProfile(employeeId, {
+          scene: 'approval',
+          claim_id: request.value?.claimId || '',
+          window_days: 90,
+          expense_type_scope: resolveProfileExpenseScope()
+        })
+        if (sequence === employeeRiskProfileLoadSeq) {
+          employeeRiskProfile.value = payload || null
+        }
+      } catch (error) {
+        if (sequence === employeeRiskProfileLoadSeq) {
+          employeeRiskProfile.value = null
+          employeeRiskProfileError.value = error?.message || '用户画像读取失败'
+        }
+      } finally {
+        if (sequence === employeeRiskProfileLoadSeq) {
+          employeeRiskProfileLoading.value = false
+        }
+      }
+    }
+
+    watch(
+      () => [
+        request.value?.claimId,
+        request.value?.profileEmployeeId,
+        request.value?.employeeId,
+        request.value?.employee_id,
+        request.value?.profileName,
+        request.value?.typeCode,
+        isApplicationDocument.value
+      ].join('|'),
+      () => {
+        void loadEmployeeRiskProfile()
+      },
+      { immediate: true }
     )
 
     const aiAdvice = computed(() => {
@@ -1143,19 +1152,22 @@ export default {
         }),
         currentBusinessStage
       )
-      const optionalRiskCards = filterRiskCardsByBusinessStage(
+      const materialPrompts = currentBusinessStage === 'reimbursement'
-        buildOptionalTravelReceiptRiskCards(request.value, expenseItems.value),
+        ? buildTravelReceiptMaterialPrompts(request.value, expenseItems.value)
-        currentBusinessStage
+        : []
-      )
+      const profileAdviceItems = currentBusinessStage === 'reimbursement'
+        ? buildEmployeeProfileAdviceItems(employeeRiskProfile.value)
+        : []
       const scopedRiskCards = [
         ...(hasActionableRiskCards ? [] : summaryRiskCards),
-        ...directRiskCards,
+        ...directRiskCards
-        ...optionalRiskCards
       ]
       const riskCards = filterRiskCardsForVisibility(scopedRiskCards, riskViewerContext.value)
 
       return buildAiAdviceViewModel({
         completionItems,
+        materialPrompts,
+        profileAdviceItems,
         riskCards
       })
     })
@@ -1164,12 +1176,17 @@ export default {
       aiAdvice.value.riskCards.some((card) => ['medium', 'high'].includes(normalizeRiskTone(card?.tone)))
     )
     const hasAdviceSections = computed(() => aiAdvice.value.sections.length > 0)
+    const showCompactSafeAdvice = computed(() =>
+      isEditableRequest.value
+      && !isApplicationDocument.value
+      && !draftBlockingIssues.value.length
+    )
     const showAiAdvicePanel = computed(() => (
       (
         isEditableRequest.value
         && (
-          (requiresAiPreReview.value && hasAiPreReviewResult.value)
+          hasAdviceSections.value
-          || hasAdviceSections.value
+          || showCompactSafeAdvice.value
         )
       )
       || (!isEditableRequest.value && canViewApprovalRiskAdvice.value && aiAdvice.value.riskCards.length > 0)
@@ -1188,24 +1205,22 @@ export default {
       !isEditableRequest.value && isCurrentApplicant.value && !isApplicationDocument.value
         ? '展示票据、行程、金额等可自行修正的风险点，便于提交人先整改，减少后续退单。'
         : isEditableRequest.value
-          ? (isApplicationDocument.value ? '仅提示申请表单本身需要补充的内容，不展示预算治理细节。' : 'AI预审已完成，请按风险提示补充原因或进入下一步。')
+          ? (isApplicationDocument.value ? '仅提示申请表单本身需要补充的内容，不展示预算治理细节。' : '系统会在草稿保存和附件识别后自动更新检测结果。')
           : '展示系统已识别的风险点，便于审批和后续整改。'
     ))
 
     const submitActionLabel = computed(() => {
       return resolveSubmitActionLabel({
         isApplicationDocument: isApplicationDocument.value,
-        hasAiPreReviewResult: hasAiPreReviewResult.value,
         submitBusy: submitBusy.value
       })
     })
     const submitActionIcon = computed(() => resolveSubmitActionIcon({
-      isApplicationDocument: isApplicationDocument.value,
+      isApplicationDocument: isApplicationDocument.value
-      hasAiPreReviewResult: hasAiPreReviewResult.value
     }))
     const submitConfirmDescription = computed(() => resolveSubmitConfirmDescription({
       isApplicationDocument: isApplicationDocument.value,
-      aiPreReviewPassed: aiPreReviewPassed.value
+      hasHighRiskWarnings: submitRiskWarnings.value.length > 0
     }))
     const submitConfirmText = computed(() => resolveSubmitConfirmText(isApplicationDocument.value))
 
@@ -1751,21 +1766,6 @@ export default {
       }
     }
 
-    async function runAiPreReview() {
-      submitBusy.value = true
-      try {
-        const payload = await preReviewExpenseClaim(request.value.claimId)
-        applyAiPreReviewPayload(payload)
-        const event = findLatestAiPreReviewEvent(payload?.risk_flags_json || [])
-        toast(resolveAiPreReviewToast(event))
-        emit('request-updated', { claimId: request.value.claimId })
-      } catch (error) {
-        toast(error?.message || 'AI预审失败，请稍后重试。')
-      } finally {
-        submitBusy.value = false
-      }
-    }
-
     async function handleSubmit() {
       if (!request.value.claimId) {
         toast('当前草稿缺少 claimId，暂时无法提交。')
@@ -1782,11 +1782,6 @@ export default {
         return
       }
 
-      if (requiresAiPreReview.value && !hasAiPreReviewResult.value) {
-        await runAiPreReview()
-        return
-      }
-
       if (submitRiskWarnings.value.length && !hasRiskOverrideExplanation.value) {
         openRiskOverrideDialog()
         return
@@ -1822,12 +1817,6 @@ export default {
         return
       }
 
-      if (requiresAiPreReview.value && !hasAiPreReviewResult.value) {
-        submitConfirmDialogOpen.value = false
-        await runAiPreReview()
-        return
-      }
-
       if (submitRiskWarnings.value.length && !hasRiskOverrideExplanation.value) {
         submitConfirmDialogOpen.value = false
         openRiskOverrideDialog()
@@ -1843,10 +1832,10 @@ export default {
           toast(
             isApplicationDocument.value
               ? `${request.value.id} 申请单已提交${approvalStage ? `，当前节点：${approvalStage}` : '，等待直属领导审批'}。`
-              : `${request.value.id} 已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`
+              : `${request.value.id} 已提交审批${approvalStage ? `，当前节点：${approvalStage}` : '。'}`
           )
         } else if (claimStatus === 'supplement') {
-          toast(`${request.value.id} AI预审未通过，已转待补充。`)
+          toast(`${request.value.id} 自动检测未通过，已转待补充。`)
         } else {
           toast(`${request.value.id} 提交结果已更新。`)
         }
@@ -2062,7 +2051,7 @@ export default {
       isMajorExpenseRisk,
       openAiEntry, openAttachmentPreview, goToNextAttachmentPreview, goToPreviousAttachmentPreview,
       payBusy, payConfirmDialogOpen, profile, progressSteps, request, leaderOpinion, removeExpenseAttachment, removeExpenseItem,
-      hasLeaderApprovalEvents, leaderApprovalEvents, leaderApprovalReadonlyMeta,
+      hasLeaderApprovalEvents, hasSingleLeaderApprovalEvent, leaderApprovalEvents, leaderApprovalReadonlyMeta,
       resolveExpenseRiskIndicatorTitle,
       resetDetailNote, resolveAttachmentDisplayName, resolveAttachmentPreviewTitle, resolveAttachmentRecognition,
       resolveExpenseReasonHelper, resolveExpenseReasonPlaceholder, resolveExpenseRiskState, resolveExpenseIssues,

web/src/views/scripts/budgetAssistantReportModel.js

@@ -116,21 +116,105 @@ function resolvePreviousPeriod(year, quarter) {
   return { year: year - 1, quarter: 4 }
 }
 
-export function shouldUseBudgetCompileReport(rawText, options = {}) {
+function resolveDepartmentNameFromText(rawText) {
-  if (String(options.sessionType || '').trim() !== 'budget') {
+  const text = String(rawText || '')
-    return false
+  const match = text.match(/(市场部|财务部|技术部|人力资源部|生产部|总裁办)/)
+  return match ? match[1] : ''
+}
+
+function normalizeBudgetContext(context) {
+  return context && typeof context === 'object' ? context : null
+}
+
+function resolveContextMode(context) {
+  return String(context?.mode || '').trim() === 'review' ? 'review' : 'edit'
+}
+
+function buildFinanceSuggestion(item, mode) {
+  if (mode !== 'review') {
+    return ''
   }
+  if (item.riskTone === 'risk') {
+    return `${item.name}增幅较高，建议压降到可归控额度，并要求预算管理者补充业务依据。`
+  }
+  if (item.riskTone === 'alert') {
+    return `${item.name}建议结合上一周期实际发生额复核，避免预算冗余。`
+  }
+  return `${item.name}预算结构基本合理，建议按提交金额形成预算。`
+}
+
+function resolveSuggestedBudgetAmount(row) {
+  const amount = Number(row.amount || row.budgetAmount || row.recommendedBudget || 0)
+  const tone = String(row.riskTone || '').trim()
+  if (tone === 'risk') return Math.round(amount * 0.92)
+  if (tone === 'alert') return Math.round(amount * 0.96)
+  return amount
+}
+
+function buildItemsFromBudgetContext(context, fallbackItems) {
+  const rows = Array.isArray(context?.categoryRows) ? context.categoryRows : []
+  const mode = resolveContextMode(context)
+  if (!rows.length) return fallbackItems
+
+  return rows.map((row, index) => {
+    const fallback = fallbackItems[index] || PREVIOUS_QUARTER_SPEND[index] || {}
+    const amount = Number(row.amount || fallback.recommendedBudget || 0)
+    const used = Number(row.used || 0)
+    const occupied = Number(row.occupied || 0)
+    const value = used + occupied
+    const suggestedBudget = resolveSuggestedBudgetAmount(row)
+    const item = {
+      key: row.code || fallback.key || `budget-${index}`,
+      name: row.name || fallback.name || '预算科目',
+      value,
+      previousValue: Number(fallback.previousValue || 0),
+      recommendedBudget: suggestedBudget,
+      color: BUDGET_REPORT_COLORS[row.code] || fallback.color || BUDGET_REPORT_COLORS.travel,
+      drivers: Array.isArray(fallback.drivers) ? fallback.drivers : [],
+      risk: row.note || `${row.name || '该费用类型'}预算提交金额为 ${compactCurrency(amount)}，已发生与已占用合计 ${compactCurrency(value)}。`,
+      suggestion: buildFinanceSuggestion({ ...row, name: row.name || fallback.name, riskTone: row.riskTone }, mode),
+      amountDisplay: compactCurrency(value),
+      display: row.usageRateLabel || '0.0%',
+      share: row.usageRateLabel || '0.0%',
+      trend: row.usageRateLabel || '0.0%',
+      trendTone: row.riskTone === 'risk' ? 'risk' : row.riskTone === 'alert' ? 'warn' : 'stable',
+      recommendedDisplay: compactCurrency(suggestedBudget),
+      editableBudget: amount,
+      suggestedBudget,
+      submittedNote: row.note || '',
+      financeSuggestion: buildFinanceSuggestion({ ...row, name: row.name || fallback.name, riskTone: row.riskTone }, mode)
+    }
+    return item
+  })
+}
+
+export function shouldUseBudgetCompileReport(rawText, options = {}) {
+  const sessionType = String(options.sessionType || '').trim()
+  const entrySource = String(options.entrySource || '').trim()
+  const budgetContext = normalizeBudgetContext(options.budgetContext)
   const text = normalizeBudgetText(rawText)
   const hasTargetPeriod = parseQuarter(rawText) || hasExplicitYear(rawText)
+  const hasBudgetKeyword = /(预算|budget)/.test(text)
+  const hasCompileKeyword = /(编制|制定|测算|生成|规划|预算一下|编辑|修改|调整|compile|create|plan|edit)/.test(text)
+  const hasReviewKeyword = /(审核|复核|审预算|形成预算|回退预算|review|audit)/.test(text)
+  const isBudgetContext = sessionType === 'budget' || entrySource === 'budget'
+  const isWholeBudgetCompileIntent = hasBudgetKeyword && hasCompileKeyword && hasTargetPeriod
+  const isBudgetContextPeriodIntent = isBudgetContext && hasBudgetKeyword && (hasTargetPeriod || hasReviewKeyword)
+  const isBudgetContextEditIntent = isBudgetContext && hasBudgetKeyword && hasCompileKeyword
+
   return Boolean(
-    text &&
+    budgetContext ||
-      /(预算|budget)/.test(text) &&
+      (
-      /(编制|制定|测算|生成|规划|预算一下|compile|create|plan)/.test(text) &&
+        text &&
-      hasTargetPeriod
+        (isWholeBudgetCompileIntent || isBudgetContextPeriodIntent || isBudgetContextEditIntent)
+      )
   )
 }
 
-export function buildBudgetCompileReport(rawText, user = {}) {
+export function buildBudgetCompileReport(rawText, user = {}, budgetContext = null) {
+  const context = normalizeBudgetContext(budgetContext)
+  const contextMode = resolveContextMode(context)
+  const isReviewMode = contextMode === 'review'
   const targetYear = parseYear(rawText)
   const parsedQuarter = parseQuarter(rawText)
   const isAnnualBudget = !parsedQuarter
@@ -142,12 +226,34 @@ export function buildBudgetCompileReport(rawText, user = {}) {
   const totalSpend = PREVIOUS_QUARTER_SPEND.reduce((sum, item) => sum + item.value * periodMultiplier, 0)
   const totalBudget = 1320000 * periodMultiplier
   const recommendedTotal = PREVIOUS_QUARTER_SPEND.reduce((sum, item) => sum + item.recommendedBudget * periodMultiplier, 0)
-  const departmentName = String(user.departmentName || user.department || '').trim() || '当前部门'
+  const departmentName = String(
+    context?.departmentName ||
+    resolveDepartmentNameFromText(rawText) ||
+    user.departmentName ||
+    user.department ||
+    user.department_name ||
+    ''
+  ).trim() || '当前部门'
 
-  const items = PREVIOUS_QUARTER_SPEND.map((item) => {
+  const simulatedItems = PREVIOUS_QUARTER_SPEND.map((item) => {
     const value = item.value * periodMultiplier
     const previousValue = item.previousValue * periodMultiplier
     const recommendedBudget = item.recommendedBudget * periodMultiplier
+    const risk = isAnnualBudget
+      ? item.risk
+        .replace(/Q2/g, `${previous.year}年度`)
+        .replace(/Q3/g, `${targetYear}年度`)
+        .replace(/季度/g, '年度')
+      : item.risk
+    const suggestion = isAnnualBudget
+      ? item.suggestion
+        .replace(/Q3/g, `${targetYear}年度`)
+        .replace(/季度/g, '年度')
+        .replace(/52-56 万/g, '208-224 万')
+        .replace(/30-32 万/g, '120-128 万')
+        .replace(/19-20 万/g, '76-80 万')
+        .replace(/10-11 万/g, '40-44 万')
+      : item.suggestion
     const trendValue = item.previousValue
       ? ((value - previousValue) / previousValue) * 100
       : 0
@@ -166,9 +272,15 @@ export function buildBudgetCompileReport(rawText, user = {}) {
       reminderThreshold: item.key === 'communication' || item.key === 'office' ? 60 : 70,
       alertThreshold: item.key === 'communication' || item.key === 'office' ? 70 : 80,
       riskThreshold: item.key === 'communication' || item.key === 'office' ? 80 : 90,
-      editNote: item.suggestion
+      risk,
+      suggestion,
+      editNote: suggestion
     }
   })
+  const items = buildItemsFromBudgetContext(context, simulatedItems)
+  const reportSpend = isReviewMode
+    ? items.reduce((sum, item) => sum + Number(item.value || 0), 0)
+    : totalSpend
 
   const topItem = [...items].sort((a, b) => b.value - a.value)[0]
   const growthItem = [...items].sort((a, b) => {
@@ -177,49 +289,69 @@ export function buildBudgetCompileReport(rawText, user = {}) {
     return bGrowth - aGrowth
   })[0]
 
+  const submittedBudgetTotal = items.reduce((sum, item) => sum + Number(item.editableBudget || item.recommendedBudget || 0), 0)
+  const financeSuggestedTotal = items.reduce((sum, item) => sum + Number(item.suggestedBudget || item.recommendedBudget || 0), 0)
+
   return {
     type: 'budget_compile_analysis',
-    title: isAnnualBudget
+    mode: contextMode,
-      ? `${targetYear}年度预算编制前置分析报告`
+    title: isReviewMode
-      : `${targetYear}年${targetQuarter}季度预算编制前置分析报告`,
+      ? `${departmentName}${context?.periodLabel || ''}预算审核分析报告`
-    subtitle: isAnnualBudget
+      : isAnnualBudget
-      ? `基于${previous.year}年度预算执行模拟数据`
+        ? `${targetYear}年度预算编制前置分析报告`
-      : `基于${previous.year}年${previous.quarter}季度预算执行模拟数据`,
+        : `${targetYear}年${targetQuarter}季度预算编制前置分析报告`,
+    subtitle: isReviewMode
+      ? `${context?.budgetNo || '部门提交预算'} / ${context?.version || '待审核版本'}`
+      : isAnnualBudget
+        ? `基于${previous.year}年度预算执行模拟数据`
+        : `基于${previous.year}年${previous.quarter}季度预算执行模拟数据`,
     departmentName,
-    targetPeriod: isAnnualBudget ? `${targetYear}年度` : `${targetYear}年${QUARTER_NAME_MAP[targetQuarter]}`,
+    targetPeriod: context?.periodLabel || (isAnnualBudget ? `${targetYear}年度` : `${targetYear}年${QUARTER_NAME_MAP[targetQuarter]}`),
     basePeriod: isAnnualBudget ? `${previous.year}年度` : `${previous.year}年${QUARTER_NAME_MAP[previous.quarter]}`,
     periodType: isAnnualBudget ? '年度预算' : '季度预算',
-    centerValue: compactCurrency(totalSpend),
+    centerValue: compactCurrency(reportSpend),
     centerLabel: isAnnualBudget ? '去年开销' : '上季度开销',
     summary: {
-      totalBudget: compactCurrency(totalBudget),
+      totalBudget: compactCurrency(isReviewMode ? submittedBudgetTotal : totalBudget),
-      totalSpend: compactCurrency(totalSpend),
+      totalSpend: compactCurrency(reportSpend),
-      usageRate: percent(totalSpend, totalBudget),
+      usageRate: percent(reportSpend, isReviewMode ? submittedBudgetTotal : totalBudget),
-      recommendedTotal: compactCurrency(recommendedTotal)
+      recommendedTotal: compactCurrency(isReviewMode ? financeSuggestedTotal : recommendedTotal)
     },
     macroInsights: [
-      `${isAnnualBudget ? `${previous.year}年度` : `${previous.year}年${previous.quarter}季度`}实际开销 ${compactCurrency(totalSpend)}，预算使用率 ${percent(totalSpend, totalBudget)}，整体仍在可控区间。`,
+      isReviewMode
-      `${topItem.name}是最大开销项，占 ${topItem.share}，建议作为${isAnnualBudget ? `${targetYear}年度` : `${targetYear}年${targetQuarter}季度`}预算编制的第一优先级。`,
+        ? `${departmentName}本次提交预算 ${compactCurrency(submittedBudgetTotal)}，AI 建议可归控预算 ${compactCurrency(financeSuggestedTotal)}，请高级财务人员确认是否需要回退调整。`
-      `${growthItem.name}环比增长 ${growthItem.trend}，需要在预算说明中提前解释业务驱动，避免后续报销阶段反复补充材料。`
+        : `${isAnnualBudget ? `${previous.year}年度` : `${previous.year}年${previous.quarter}季度`}实际开销 ${compactCurrency(totalSpend)}，预算使用率 ${percent(totalSpend, totalBudget)}，整体仍在可控区间。`,
+      `${topItem.name}是最大开销项，占 ${topItem.share}，建议作为${isReviewMode ? '审核重点' : `${isAnnualBudget ? `${targetYear}年度` : `${targetYear}年${targetQuarter}季度`}预算编制的第一优先级`}。`,
+      isReviewMode
+        ? `${growthItem.name}需要重点核对预算说明、业务依据和可归控空间；如果建议预算低于提交预算，应写明回退理由。`
+        : `${growthItem.name}环比增长 ${growthItem.trend}，需要在预算说明中提前解释业务驱动，避免后续报销阶段反复补充材料。`
     ],
     items,
     editableDraft: {
       status: 'editing',
+      mode: contextMode,
+      departmentName,
       rows: items.map((item) => ({
         key: item.key,
         name: item.name,
+        departmentName,
         budgetAmount: item.editableBudget,
-        reminderThreshold: item.reminderThreshold,
+        suggestedBudget: item.suggestedBudget || item.recommendedBudget || item.editableBudget,
-        alertThreshold: item.alertThreshold,
+        submittedNote: item.submittedNote || item.editNote,
-        riskThreshold: item.riskThreshold,
+        financeSuggestion: item.financeSuggestion || ''
-        note: item.editNote
       }))
     },
-    recommendations: [
+    recommendations: isReviewMode
-      `建议${isAnnualBudget ? `${targetYear}年度` : `${targetYear}年${targetQuarter}季度`}总预算先按 ${compactCurrency(recommendedTotal)} 编制，再预留 5%-8% 部门机动池。`,
+      ? [
-      '差旅和招待费采用更早的提醒阈值，通信和办公用品保持稳定额度，避免把预算过度分散到低波动项目。',
+          '审核时先看预算管理者提交说明是否覆盖业务增长、已占用事项和可归控边界。',
-      '正式编制时建议把重点项目、客户活动和集中采购计划写入预算说明，后续费用控制会更容易解释。'
+          '建议预算低于提交预算时，应在“建议”列写明压降原因，并回退预算给预算管理者再次编辑。',
-    ],
+          '如果建议预算与提交预算一致且说明充分，可以直接形成正式预算。'
+        ]
+      : [
+          `建议${isAnnualBudget ? `${targetYear}年度` : `${targetYear}年${targetQuarter}季度`}总预算先按 ${compactCurrency(recommendedTotal)} 编制，再预留 5%-8% 部门机动池。`,
+          '差旅和招待费采用更早的提醒阈值，通信和办公用品保持稳定额度，避免把预算过度分散到低波动项目。',
+          '正式编制时建议把重点项目、客户活动和集中采购计划写入预算说明，后续费用控制会更容易解释。'
+        ],
     generatedAt: '模拟数据 · 用于 Demo 预览'
   }
 }
@@ -243,20 +375,31 @@ export async function handleBudgetCompileReportSubmit(runtime) {
     rawText,
     replaceMessage,
     resetFlowRun,
+    refreshCurrentUserFromBackend,
+    budgetContext,
     scrollToBottom,
     startFlowStep,
     submitting,
     userText
   } = runtime
   const analysisStartedAt = Date.now()
+  const context = normalizeBudgetContext(budgetContext)
+  const isReviewRequest = resolveContextMode(context) === 'review'
+  const isAnnualRequest = hasExplicitYear(rawText) && !parseQuarter(rawText)
+  const basePeriodLabel = isReviewRequest ? '部门提交预算分析' : isAnnualRequest ? '去年预算开销分析' : '上季度预算开销分析'
+  const recommendationLabel = isReviewRequest ? '高级财务审核建议生成' : isAnnualRequest ? '年度预算编制建议生成' : '预算编制建议生成'
   resetFlowRun()
   startFlowStep('budget-prior-quarter-analysis', {
-    title: '上季度预算开销分析',
+    title: basePeriodLabel,
     tool: 'budget.analysis.previous_quarter',
-    detail: '正在汇总上季度费用占比、增长点和下一季度编制建议...'
+    detail: isReviewRequest
+      ? '正在读取部门提交预算表，分析费用结构、历史消耗和可归控空间...'
+      : isAnnualRequest
+        ? '正在汇总去年费用占比、增长点和年度预算编制建议...'
+        : '正在汇总上季度费用占比、增长点和下一季度编制建议...'
   })
   startFlowStep('budget-compile-guidance', {
-    title: '预算编制建议生成',
+    title: recommendationLabel,
     tool: 'budget.compile.recommendation',
     detail: '正在生成预算编制前置分析报告...'
   })
@@ -265,7 +408,11 @@ export async function handleBudgetCompileReportSubmit(runtime) {
   }
   const pendingMessage = createMessage(
     'assistant',
-    '我先不直接进入预算表单，先执行上季度预算开销结构分析，再给您一版下一季度预算编制建议。',
+    isReviewRequest
+      ? '我先加载部门提交的预算表，结合费用结构和预算说明生成高级财务审核建议。'
+      : isAnnualRequest
+        ? '我先不直接进入预算表单，先执行去年预算开销结构分析，再给您一版年度预算编制建议。'
+        : '我先不直接进入预算表单，先执行上季度预算开销结构分析，再给您一版下一季度预算编制建议。',
     [],
     { meta: ['预算分析中'] }
   )
@@ -286,20 +433,36 @@ export async function handleBudgetCompileReportSubmit(runtime) {
 
   try {
     await new Promise((resolve) => setTimeout(resolve, 360))
-    const budgetReport = buildBudgetCompileReport(rawText, currentUser.value || {})
+    let reportUser = currentUser.value || {}
+    const hasUserDepartment = String(
+      reportUser.departmentName || reportUser.department || reportUser.department_name || ''
+    ).trim()
+    if (!hasUserDepartment && typeof refreshCurrentUserFromBackend === 'function') {
+      await refreshCurrentUserFromBackend({ silent: true })
+      reportUser = currentUser.value || reportUser
+    }
+    const budgetReport = buildBudgetCompileReport(rawText, reportUser, context)
     completeFlowStep(
       'budget-prior-quarter-analysis',
-      '已完成上季度费用占比、增长点和风险点分析',
+      isReviewRequest
+        ? '已完成部门提交预算、费用结构和风险点分析'
+        : isAnnualRequest
+          ? '已完成去年费用占比、增长点和风险点分析'
+          : '已完成上季度费用占比、增长点和风险点分析',
       Date.now() - analysisStartedAt
     )
     completeFlowStep(
       'budget-compile-guidance',
-      '已生成下一季度预算编制建议',
+      isReviewRequest ? '已生成高级财务审核建议' : isAnnualRequest ? '已生成年度预算编制建议' : '已生成下一季度预算编制建议',
       Date.now() - analysisStartedAt
     )
     replaceMessage(pendingMessage.id, createMessage(
       'assistant',
-      '下面先按上季度模拟数据做一版预算编制前置分析。正式接入预算池后，这里会替换成真实部门预算和报销消耗数据。',
+      isReviewRequest
+        ? '下面先按部门提交的预算草案做一版审核分析。正式接入预算池后，这里会替换成真实提交记录、历史消耗和归控建议。'
+        : isAnnualRequest
+          ? '下面先按去年模拟数据做一版年度预算编制前置分析。正式接入预算池后，这里会替换成真实部门预算和报销消耗数据。'
+          : '下面先按上季度模拟数据做一版预算编制前置分析。正式接入预算池后，这里会替换成真实部门预算和报销消耗数据。',
       [],
       {
         meta: ['预算分析报告', '模拟数据'],

web/src/views/scripts/travelReimbursementApplicationLinkModel.js

@@ -73,6 +73,34 @@ function normalizeApplicationDate(claim) {
   )
 }
 
+function normalizeApplicationDateText(value) {
+  const text = normalizeText(value)
+  if (!text) {
+    return ''
+  }
+  const matched = text.match(/^(\d{4}-\d{2}-\d{2})/)
+  return matched?.[1] || text
+}
+
+function normalizeApplicationBusinessTime(claim) {
+  const start = normalizeApplicationDateText(claim?.start_date || claim?.startDate || claim?.begin_date || claim?.beginDate)
+  const end = normalizeApplicationDateText(claim?.end_date || claim?.endDate || claim?.finish_date || claim?.finishDate)
+  if (start && end && start !== end) {
+    return `${start} 至 ${end}`
+  }
+  return normalizeApplicationDateText(
+    start
+      || claim?.business_time
+      || claim?.businessTime
+      || claim?.time_range
+      || claim?.timeRange
+      || claim?.occurred_at
+      || claim?.occurredAt
+      || claim?.occurred_date
+      || claim?.occurredDate
+  )
+}
+
 function toTimestamp(value) {
   const date = new Date(value)
   return Number.isNaN(date.getTime()) ? 0 : date.getTime()
@@ -216,6 +244,7 @@ export function normalizeRequiredApplicationCandidate(claim) {
     location,
     amount: normalizeText(claim?.amount || claim?.budget_amount || claim?.budgetAmount),
     amount_label: amountText,
+    business_time: normalizeApplicationBusinessTime(claim),
     status,
     status_label: STATUS_LABELS[status] || normalizeText(claim?.approval_stage || claim?.approvalStage || status),
     application_date: normalizeApplicationDate(claim)
@@ -247,6 +276,7 @@ export function buildRequiredApplicationActions(applications, actionType) {
     const claimNo = normalizeText(application.claim_no) || '未编号申请单'
     const description = [
       application.status_label,
+      application.business_time && `时间：${application.business_time}`,
       application.location && `地点：${application.location}`,
       application.amount_label && `预算：${application.amount_label}`,
       application.reason && `事由：${application.reason}`
@@ -265,6 +295,7 @@ export function buildRequiredApplicationActions(applications, actionType) {
         application_location: application.location,
         application_amount: application.amount,
         application_amount_label: application.amount_label,
+        application_business_time: application.business_time,
         application_status: application.status,
         application_status_label: application.status_label,
         application_date: application.application_date

web/src/views/scripts/travelReimbursementConversationModel.js

@@ -160,6 +160,12 @@ export const FLOW_STEP_FALLBACKS = {
     runningText: '正在把已确认信息保存为草稿...',
     completedText: '草稿已保存'
   },
+  'draft-risk-review': {
+    title: '草稿风险识别',
+    tool: 'RuleEngine',
+    runningText: '正在对草稿执行规则校验...',
+    completedText: '已完成草稿风险识别'
+  },
   'application-submit-success': {
     title: '申请单提交成功',
     tool: 'ApplicationSubmit',

web/src/views/scripts/travelReimbursementGuidedFlowModel.js

@@ -110,6 +110,20 @@ function normalizeValues(values) {
   }, {})
 }
 
+function hasLinkedApplication(values) {
+  return Boolean(normalizeText(values?.application_claim_id) || normalizeText(values?.application_claim_no))
+}
+
+function buildApplicationSummaryParts(values) {
+  return [
+    normalizeText(values?.application_claim_no),
+    normalizeText(values?.application_reason),
+    normalizeText(values?.application_business_time),
+    normalizeText(values?.application_location),
+    normalizeText(values?.application_amount_label || values?.application_amount)
+  ].filter(Boolean)
+}
+
 function normalizeApplicationCandidates(applications) {
   if (!Array.isArray(applications)) {
     return []
@@ -125,6 +139,7 @@ function normalizeApplicationCandidates(applications) {
       location: normalizeText(item.location || item.application_location),
       amount: normalizeText(item.amount || item.application_amount),
       amount_label: normalizeText(item.amount_label || item.application_amount_label),
+      business_time: normalizeText(item.business_time || item.application_business_time),
       status: normalizeText(item.status || item.application_status),
       status_label: normalizeText(item.status_label || item.application_status_label),
       application_date: normalizeText(item.application_date)
@@ -238,7 +253,6 @@ export function waitForGuidedApplicationSelection(state, expenseType, applicatio
 
 export function selectGuidedRequiredApplication(state, application = {}) {
   const current = normalizeGuidedFlowState(state)
-  const steps = getGuidedReimbursementSteps(current.expenseType)
   return {
     ...current,
     values: normalizeValues({
@@ -249,9 +263,11 @@ export function selectGuidedRequiredApplication(state, application = {}) {
       application_location: application.application_location || application.location || '',
       application_amount: application.application_amount || application.amount || '',
       application_amount_label: application.application_amount_label || application.amount_label || '',
-      application_status_label: application.application_status_label || application.status_label || ''
+      application_business_time: application.application_business_time || application.business_time || '',
+      application_status_label: application.application_status_label || application.status_label || '',
+      application_date: application.application_date || ''
     }),
-    stepKey: steps[0]?.key || 'summary',
+    stepKey: 'summary',
     pendingInterruptionText: '',
     applicationCandidates: []
   }
@@ -346,40 +362,41 @@ export function buildGuidedReimbursementSummaryText(state) {
   const current = normalizeGuidedFlowState(state)
   const typeLabel = getGuidedExpenseTypeLabel(current.expenseType) || '报销'
   const steps = getGuidedReimbursementSteps(current.expenseType)
+  const linkedApplication = hasLinkedApplication(current.values)
   const lines = [
     `已完成“${typeLabel}”的引导填写。`,
     '',
     '请核查下面的关键信息：'
   ]
 
-  if (current.values.application_claim_no) {
+  if (linkedApplication) {
-    const applicationParts = [
+    const applicationParts = buildApplicationSummaryParts(current.values)
-      current.values.application_claim_no,
-      current.values.application_reason,
-      current.values.application_location,
-      current.values.application_amount_label
-    ].filter(Boolean)
     lines.push(`- 关联申请单：${applicationParts.join(' / ')}`)
+    lines.push('- 报销票据：可先生成草稿，随后在草稿详情中上传对应票据。')
+  } else {
+    steps.forEach((step) => {
+      const value = step.key === 'attachments'
+        ? (current.values.attachment_names?.length
+            ? current.values.attachment_names.join('、')
+            : current.values.attachments || '稍后上传')
+        : current.values[step.key]
+      lines.push(`- ${step.summaryLabel}：${value || '待补充'}`)
+    })
   }
 
-  steps.forEach((step) => {
-    const value = step.key === 'attachments'
-      ? (current.values.attachment_names?.length
-          ? current.values.attachment_names.join('、')
-          : current.values.attachments || '稍后上传')
-      : current.values[step.key]
-    lines.push(`- ${step.summaryLabel}：${value || '待补充'}`)
-  })
-
   lines.push('')
-  lines.push('如果这些信息无误，我可以继续生成右侧报销核对信息；生成核对信息后，再由你决定保存草稿或继续下一步。')
+  lines.push(
+    linkedApplication
+      ? '如果关联信息无误，我可以直接生成报销草稿；后续由你在草稿详情中上传和归集票据。'
+      : '如果这些信息无误，我可以继续生成报销草稿；草稿生成后可继续上传票据或补充信息。'
+  )
   return lines.join('\n')
 }
 
 export function buildGuidedReviewConfirmationActions() {
   return [{
-    label: '生成报销核对信息',
+    label: '生成报销草稿',
-    description: '进入现有报销核对流程，不会直接保存草稿',
+    description: '使用当前信息生成草稿，票据可在草稿详情继续上传',
     icon: 'mdi mdi-clipboard-check-outline',
     action_type: GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW
   }]
@@ -390,14 +407,23 @@ export function buildGuidedReviewSubmitOptions(state, files = []) {
   const type = getGuidedExpenseType(current.expenseType)
   const values = current.values || {}
   const typeLabel = type?.label || '其他费用'
-  const fieldLines = getGuidedReimbursementSteps(current.expenseType).map((step) => {
+  const linkedApplication = hasLinkedApplication(values)
-    const value = step.key === 'attachments'
+  const applicationReason = values.application_reason || ''
-      ? (values.attachment_names?.length ? values.attachment_names.join('、') : values.attachments || '稍后上传')
+  const applicationLocation = values.application_location || ''
-      : values[step.key]
+  const applicationAmount = values.application_amount || values.application_amount_label || ''
-    return `${step.summaryLabel}：${value || '待补充'}`
+  const applicationBusinessTime = values.application_business_time || ''
-  })
+  const fieldLines = []
-  if (values.application_claim_no) {
+  if (linkedApplication) {
-    fieldLines.unshift(`关联申请单：${values.application_claim_no}`)
+    const applicationParts = buildApplicationSummaryParts(values)
+    fieldLines.push(`关联申请单：${applicationParts.join(' / ')}`)
+    fieldLines.push('报销票据：草稿生成后在详情中上传')
+  } else {
+    getGuidedReimbursementSteps(current.expenseType).forEach((step) => {
+      const value = step.key === 'attachments'
+        ? (values.attachment_names?.length ? values.attachment_names.join('、') : values.attachments || '稍后上传')
+        : values[step.key]
+      fieldLines.push(`${step.summaryLabel}：${value || '待补充'}`)
+    })
   }
   const rawText = [
     `报销类型：${typeLabel}`,
@@ -406,31 +432,35 @@ export function buildGuidedReviewSubmitOptions(state, files = []) {
   const reviewFormValues = {
     expense_type: typeLabel,
     reimbursement_type: typeLabel,
-    reason: values.reason || values.customer_name || '',
+    reason: values.reason || applicationReason || values.customer_name || '',
-    reason_value: values.reason || '',
+    reason_value: values.reason || applicationReason || '',
     customer_name: values.customer_name || '',
     participants: values.participants || '',
-    location: values.location || '',
+    location: values.location || applicationLocation || '',
-    business_location: values.location || '',
+    business_location: values.location || applicationLocation || '',
-    time_range: values.time_range || '',
+    time_range: values.time_range || applicationBusinessTime || '',
-    business_time: values.time_range || '',
+    business_time: values.time_range || applicationBusinessTime || '',
-    amount: values.amount || '',
+    amount: linkedApplication ? (values.amount || '') : (values.amount || applicationAmount || ''),
     attachment_names: Array.isArray(values.attachment_names) ? values.attachment_names : [],
     application_claim_id: values.application_claim_id || '',
     application_claim_no: values.application_claim_no || '',
     application_reason: values.application_reason || '',
     application_location: values.application_location || '',
-    application_amount: values.application_amount || ''
+    application_amount: values.application_amount || '',
+    application_amount_label: values.application_amount_label || '',
+    application_business_time: values.application_business_time || '',
+    application_date: values.application_date || ''
   }
 
   return {
     rawText,
-    userText: '生成报销核对信息',
+    userText: '生成报销草稿',
-    pendingText: '正在生成右侧报销核对信息...',
+    pendingText: '正在生成报销草稿...',
     systemGenerated: true,
     files,
     extraContext: {
       draft_claim_id: '',
+      review_action: 'save_draft',
       user_input_text: rawText,
       expense_scene_selection: {
         expense_type: type?.key || current.expenseType || 'other',

web/src/views/scripts/travelReimbursementReviewModel.js

@@ -1306,6 +1306,25 @@ export function buildReviewPlainFollowupCopy(reviewPayload, options = {}) {
   const riskBriefs = resolvePresentationRiskBriefs(reviewPayload)
   const extraMissingCount = resolveReviewExtraMissingLabels(reviewPayload).length
 
+  if (savedDraft) {
+    const issueParts = []
+    if (riskBriefs.length) {
+      issueParts.push(`${riskBriefs.length} 条风险/异常提醒`)
+    }
+    if (pendingCount || extraMissingCount) {
+      issueParts.push(`${pendingCount || extraMissingCount} 项待补充信息`)
+    }
+    return {
+      lead: '后续处理：',
+      tone: riskBriefs.length || pendingCount || extraMissingCount ? 'danger' : 'neutral',
+      summary: issueParts.length
+        ? `自动检测识别到 ${issueParts.join('、')}，请进入详情核对；如还有票据可继续上传。`
+        : '自动检测暂未发现明确风险；如还有票据可继续上传。',
+      items: [],
+      notes: []
+    }
+  }
+
   if (pendingCount || extraMissingCount) {
     const summarySignature = [
       pendingCount || extraMissingCount,

web/src/views/scripts/travelRequestDetailAdviceModel.js

@@ -0,0 +1,119 @@
+function normalizeText(value) {
+  return String(value || '').trim()
+}
+
+function uniqueTexts(values) {
+  return [...new Set(values.map((item) => normalizeText(item)).filter(Boolean))]
+}
+
+function isPlaceholderValue(value) {
+  const text = normalizeText(value)
+  if (!text) {
+    return true
+  }
+  return ['待补充', '暂无', '无', '未知', '处理中'].includes(text.replace(/\s+/g, ''))
+}
+
+function isApplicationDocumentRequest(requestModel) {
+  const documentType = normalizeText(
+    requestModel?.documentTypeCode
+    || requestModel?.document_type_code
+    || requestModel?.documentType
+    || requestModel?.document_type
+  ).toLowerCase()
+  const claimNo = normalizeText(requestModel?.claimNo || requestModel?.claim_no || requestModel?.documentNo).toUpperCase()
+  return documentType === 'application' || claimNo.startsWith('AP-') || claimNo.startsWith('APP-')
+}
+
+function isHotelExpenseItem(item) {
+  const text = [
+    item?.itemType,
+    item?.typeCode,
+    item?.name,
+    item?.category,
+    item?.desc,
+    item?.itemReason
+  ].map((value) => normalizeText(value)).join(' ')
+  return /hotel_ticket|hotel|住宿|酒店|水单/.test(text)
+}
+
+export function buildTravelReceiptMaterialPrompts(requestModel, items) {
+  if (isApplicationDocumentRequest(requestModel)) {
+    return []
+  }
+
+  const normalizedItems = Array.isArray(items) ? items : []
+  const missingHotelItems = normalizedItems.filter(
+    (item) => !item?.isSystemGenerated && isHotelExpenseItem(item) && isPlaceholderValue(item.invoiceId)
+  )
+  if (!missingHotelItems.length) {
+    return []
+  }
+
+  return [
+    `当前包含 ${missingHotelItems.length} 条住宿费用明细，但暂未关联住宿发票或酒店水单。请补充住宿材料，避免后续被退回补件。`
+  ]
+}
+
+function profileMetric(profile, key) {
+  const profiles = Array.isArray(profile?.profiles) ? profile.profiles : []
+  for (const item of profiles) {
+    const metrics = item?.metrics && typeof item.metrics === 'object' ? item.metrics : {}
+    const value = Number(metrics[key])
+    if (Number.isFinite(value) && value > 0) {
+      return value
+    }
+  }
+  return 0
+}
+
+function profileReviewSuggestionTexts(profile) {
+  const suggestions = Array.isArray(profile?.review_suggestions)
+    ? profile.review_suggestions
+    : Array.isArray(profile?.reviewSuggestions)
+      ? profile.reviewSuggestions
+      : []
+  return suggestions
+    .map((item) => normalizeText(item?.message || item?.title || item?.label))
+    .filter(Boolean)
+}
+
+function profileRiskTagTexts(profile) {
+  const tags = Array.isArray(profile?.profile_tags)
+    ? profile.profile_tags
+    : Array.isArray(profile?.profileTags)
+      ? profile.profileTags
+      : []
+  return tags
+    .filter((tag) => normalizeText(tag?.polarity) === 'risk')
+    .map((tag) => normalizeText(tag?.reason || tag?.display_label || tag?.label))
+    .filter(Boolean)
+}
+
+export function buildEmployeeProfileAdviceItems(profile) {
+  if (!profile || typeof profile !== 'object') {
+    return []
+  }
+
+  const returnCount = profileMetric(profile, 'return_count')
+  const missingAttachmentCount = profileMetric(profile, 'missing_attachment_count')
+  const invoiceMismatchCount = profileMetric(profile, 'invoice_mismatch_count')
+  const missingContextCount = profileMetric(profile, 'missing_business_context_count')
+  const items = []
+
+  if (returnCount > 0) {
+    items.push(`历史退单建议：近 90 天存在 ${returnCount} 次退单或退回记录，提交前重点复核退回原因对应的票据、事由和说明，避免重复被退。`)
+  }
+  if (missingAttachmentCount > 0 || missingContextCount > 0) {
+    items.push(`材料完整性建议：历史材料或业务上下文缺失累计 ${missingAttachmentCount + missingContextCount} 项，本次提交前请重点核对附件、事由、地点和补充说明。`)
+  }
+  if (invoiceMismatchCount > 0) {
+    items.push(`票据一致性建议：历史存在 ${invoiceMismatchCount} 次票据不一致记录，本次请重点核对票据日期、城市、金额和费用明细。`)
+  }
+
+  return uniqueTexts([
+    ...items,
+    ...profileReviewSuggestionTexts(profile),
+    ...profileRiskTagTexts(profile)
+  ]).slice(0, 4)
+}

web/src/views/scripts/travelRequestDetailExpenseModel.js

@@ -27,6 +27,7 @@ export const LOCATION_REQUIRED_EXPENSE_TYPES = new Set([
 ])
 
 export const SYSTEM_GENERATED_EXPENSE_TYPES = new Set(['travel_allowance'])
+export const OPTIONAL_ATTACHMENT_EXPENSE_TYPES = new Set(['ride_ticket', 'travel_allowance'])
 export const LONG_DISTANCE_TRAVEL_EXPENSE_TYPES = new Set(['train_ticket', 'flight_ticket'])
 export const ROUTE_DESCRIPTION_EXPENSE_TYPES = new Set(['train_ticket', 'flight_ticket', 'ship_ticket', 'ferry_ticket', 'ride_ticket'])
 export const HOTEL_DESCRIPTION_EXPENSE_TYPES = new Set(['hotel_ticket'])
@@ -88,6 +89,11 @@ export function isSystemGeneratedExpenseItemSource(source) {
   return Boolean(source?.isSystemGenerated || source?.is_system_generated || SYSTEM_GENERATED_EXPENSE_TYPES.has(itemType))
 }
 
+export function isAttachmentRequiredExpenseItem(source) {
+  const itemType = normalizeExpenseType(source?.itemType || source?.item_type)
+  return !isSystemGeneratedExpenseItemSource({ ...source, itemType }) && !OPTIONAL_ATTACHMENT_EXPENSE_TYPES.has(itemType)
+}
+
 export function isLocationRequiredExpenseType(value) {
   return LOCATION_REQUIRED_EXPENSE_TYPES.has(normalizeExpenseType(value))
 }
@@ -200,12 +206,11 @@ export function buildFallbackProgressSteps(requestModel = {}) {
   return [
     { index: 1, label: '关联单据', time: hasRelatedApplication ? '已关联' : '待核对', done: hasRelatedApplication, active: true, current: !hasRelatedApplication },
     { index: 2, label: '待提交', time: hasRelatedApplication ? '进行中' : '待处理', active: hasRelatedApplication, current: hasRelatedApplication },
-    { index: 3, label: 'AI预审', time: '待处理' },
+    { index: 3, label: '直属领导审批', time: '待处理' },
-    { index: 4, label: '直属领导审批', time: '待处理' },
+    { index: 4, label: '财务审批', time: '待处理' },
-    { index: 5, label: '财务审批', time: '待处理' },
+    { index: 5, label: '待付款', time: pendingPayment ? '进行中' : completed ? '已完成' : '待处理', done: completed, active: pendingPayment || completed, current: pendingPayment },
-    { index: 6, label: '待付款', time: pendingPayment ? '进行中' : completed ? '已完成' : '待处理', done: completed, active: pendingPayment || completed, current: pendingPayment },
+    { index: 6, label: '已付款', time: paid || completed ? '已完成' : '待处理', done: paid || completed, active: paid || completed, current: false },
-    { index: 7, label: '已付款', time: paid || completed ? '已完成' : '待处理', done: paid || completed, active: paid || completed, current: false },
+    { index: 7, label: '已归档', time: paid || completed ? '已完成' : '待处理', done: paid || completed, active: paid || completed, current: false }
-    { index: 8, label: '已归档', time: paid || completed ? '已完成' : '待处理', done: paid || completed, active: paid || completed, current: false }
   ]
 }
 
@@ -476,59 +481,13 @@ export function buildExpenseDraftIssues(item) {
   if (!Number.isFinite(Number(item.itemAmount)) || Number(item.itemAmount) <= 0) {
     issues.push('缺少金额')
   }
-  if (isPlaceholderValue(item.invoiceId)) {
+  if (isAttachmentRequiredExpenseItem(item) && isPlaceholderValue(item.invoiceId)) {
     issues.push('缺少票据标识')
   }
 
   return issues
 }
 
-export function buildOptionalTravelReceiptRiskCards(requestModel, items) {
-  if (isApplicationDocumentRequest(requestModel)) {
-    return []
-  }
-
-  const normalizedItems = Array.isArray(items) ? items : []
-  const isTravelContext =
-    requestModel?.detailVariant === 'travel' ||
-    requestModel?.typeCode === 'travel' ||
-    normalizedItems.some((item) => ['train_ticket', 'flight_ticket', 'hotel_ticket', 'ride_ticket', 'travel_allowance'].includes(item.itemType))
-  if (!isTravelContext) {
-    return []
-  }
-
-  const hasUploadedType = (itemType) =>
-    normalizedItems.some((item) => item.itemType === itemType && !item.isSystemGenerated && !isPlaceholderValue(item.invoiceId))
-  const cards = []
-  if (!hasUploadedType('hotel_ticket')) {
-    cards.push({
-      id: 'travel-optional-hotel-ticket',
-      businessStage: 'reimbursement',
-      tone: 'low',
-      label: '低风险',
-      title: '住宿票据提醒',
-      risk: '当前差旅单暂未上传住宿票据；如果本次出差发生住宿费用，请不要忘记补充酒店住宿票据。',
-      summary: '住宿票据缺失不阻断当前提交，但会影响住宿费用报销完整性。',
-      ruleBasis: ['差旅费可以包含交通、住宿和补贴等明细；住宿费用需要住宿票据支撑。'],
-      suggestion: '如有住宿费用，请新增住宿票明细并上传酒店发票或住宿清单；如未住宿，可忽略该提醒。'
-    })
-  }
-  if (!hasUploadedType('ride_ticket')) {
-    cards.push({
-      id: 'travel-optional-ride-ticket',
-      businessStage: 'reimbursement',
-      tone: 'low',
-      label: '低风险',
-      title: '乘车票据提醒',
-      risk: '当前差旅单暂未上传市内乘车票据；如果发生打车或市内交通费用，可以继续补充票据报销。',
-      summary: '市内交通票据缺失不阻断当前提交，但可能遗漏可报销费用。',
-      ruleBasis: ['差旅费可以补充市内交通/乘车票据；该类票据通常作为差旅费用的可选补充材料。'],
-      suggestion: '如有打车、网约车或市内交通费用，请新增乘车明细并上传对应票据。'
-    })
-  }
-  return cards
-}
-
 export function buildDraftBlockingIssues(request, expenseItems) {
   const issues = []
   const locationRequired = isLocationRequiredExpenseType(request.typeCode)

web/src/views/scripts/travelRequestDetailInsights.js

@@ -700,24 +700,30 @@ export function buildClaimSummaryRiskCards(request = {}) {
   })]
 }
 
-export function buildAiAdviceViewModel({ completionItems = [], riskCards = [] } = {}) {
+export function buildAiAdviceViewModel({
+  completionItems = [],
+  materialPrompts = [],
+  profileAdviceItems = [],
+  riskCards = []
+} = {}) {
   const normalizedCompletionItems = completionItems.map((item) => normalizeText(item)).filter(Boolean)
+  const normalizedMaterialPrompts = materialPrompts.map((item) => normalizeText(item)).filter(Boolean)
+  const normalizedProfileAdviceItems = profileAdviceItems.map((item) => normalizeText(item)).filter(Boolean)
   const normalizedRiskCards = riskCards.filter(Boolean)
   const hasHighRisk = normalizedRiskCards.some((card) => card.tone === 'high')
   const sortedRiskCards = sortRiskCardsByTone(normalizedRiskCards)
 
-  if (!normalizedCompletionItems.length && !normalizedRiskCards.length) {
+  if (
-    const items = [
+    !normalizedCompletionItems.length
-      '点击右下角“提交审批”进入流程。',
+    && !normalizedMaterialPrompts.length
-      '提交前再核对一次合计金额与各条费用明细金额是否一致。',
+    && !normalizedProfileAdviceItems.length
-      '如有特殊业务背景或例外情况，可在下方附加说明中补充。'
+    && !normalizedRiskCards.length
-    ]
+  ) {
-
     return {
       tone: 'ready',
-      badge: '可直接提交',
+      badge: '可以提交',
-      summary: 'AI判断当前草稿已具备提交条件，可以直接发起审批。',
+      summary: '自动检测未发现票据、金额、行程或历史画像异常，可以提交审批。',
-      items,
+      items: [],
       riskCards: [],
       sections: []
     }
@@ -731,6 +737,20 @@ export function buildAiAdviceViewModel({ completionItems = [], riskCards = [] }
       items: normalizedCompletionItems
     })
   }
+  if (normalizedMaterialPrompts.length) {
+    sections.push({
+      kind: 'material',
+      title: '材料补充提示',
+      items: normalizedMaterialPrompts
+    })
+  }
+  if (normalizedProfileAdviceItems.length) {
+    sections.push({
+      kind: 'profile',
+      title: '历史操作建议',
+      items: normalizedProfileAdviceItems
+    })
+  }
   if (normalizedRiskCards.length) {
     sections.push({
       kind: 'risk',
@@ -742,10 +762,12 @@ export function buildAiAdviceViewModel({ completionItems = [], riskCards = [] }
 
   return {
     tone: hasHighRisk ? 'warning' : 'pending',
-    badge: hasHighRisk ? '优先整改' : '待核对',
+    badge: hasHighRisk ? '优先整改' : normalizedRiskCards.length ? '待核对' : '建议关注',
     summary: normalizedRiskCards.length
-      ? `AI已整理出 ${normalizedRiskCards.length} 个风险点，已按风险等级排序全部展示。`
+      ? `自动检测发现 ${normalizedRiskCards.length} 个风险点，已按风险等级排序全部展示。`
-      : '建议先补齐必填信息，完成后即可提交审批。',
+      : normalizedMaterialPrompts.length
+        ? `自动检测发现 ${normalizedMaterialPrompts.length} 条材料补充提示，不作为风险计数。`
+        : '结合历史操作记录生成提交建议，请按提示核对后提交审批。',
     items: normalizedCompletionItems,
     riskCards: normalizedRiskCards,
     sections

web/src/views/scripts/travelRequestDetailPreReviewModel.js

@@ -1,74 +0,0 @@
-export function isAiPreReviewFlag(flag) {
-  if (!flag || typeof flag !== 'object') {
-    return false
-  }
-  const source = String(flag.source || '').trim()
-  const eventType = String(flag.event_type || flag.eventType || '').trim()
-  return source === 'ai_pre_review' || eventType === 'expense_claim_ai_pre_review'
-}
-
-export function findLatestAiPreReviewEvent(flags = []) {
-  return flags
-    .filter(isAiPreReviewFlag)
-    .map((flag) => ({
-      ...flag,
-      eventTime: new Date(flag.created_at || flag.createdAt || 0).getTime()
-    }))
-    .sort((left, right) => (left.eventTime || 0) - (right.eventTime || 0))
-    .pop() || null
-}
-
-export function buildAiPreReviewSnapshot(payload, fallbackClaimId = '') {
-  return {
-    claimId: String(payload?.id || fallbackClaimId || '').trim(),
-    riskFlags: Array.isArray(payload?.risk_flags_json) ? payload.risk_flags_json : []
-  }
-}
-
-export function isAiPreReviewPassed(event, requiresAiPreReview) {
-  if (!requiresAiPreReview) {
-    return true
-  }
-  return Boolean(event?.passed) || String(event?.status || '').trim() === 'passed'
-}
-
-export function resolveSubmitActionLabel({
-  isApplicationDocument,
-  hasAiPreReviewResult,
-  submitBusy
-}) {
-  if (isApplicationDocument) {
-    return submitBusy ? '提交中' : '提交审批'
-  }
-  if (!hasAiPreReviewResult) {
-    return submitBusy ? '审核中' : 'AI审核'
-  }
-  return submitBusy ? '提交中' : '下一步'
-}
-
-export function resolveSubmitActionIcon({ isApplicationDocument, hasAiPreReviewResult }) {
-  if (isApplicationDocument) {
-    return 'mdi mdi-send-circle-outline'
-  }
-  return hasAiPreReviewResult ? 'mdi mdi-arrow-right-circle-outline' : 'mdi mdi-shield-check-outline'
-}
-
-export function resolveSubmitConfirmDescription({ isApplicationDocument, aiPreReviewPassed }) {
-  if (isApplicationDocument) {
-    return '请确认申请事由、预计金额和申请信息均已核对无误。确认后将提交至直属领导审批。'
-  }
-  if (!aiPreReviewPassed) {
-    return 'AI预审存在重大风险，请确认已逐条填写风险原因。确认后将带着风险说明进入审批流程。'
-  }
-  return 'AI预审已完成，请确认费用明细、附件材料和风险说明均已核对无误。确认后将进入审批流程。'
-}
-
-export function resolveSubmitConfirmText(isApplicationDocument) {
-  return isApplicationDocument ? '确认提交' : '确认下一步'
-}
-
-export function resolveAiPreReviewToast(event) {
-  return event && (event.passed || event.status === 'passed')
-    ? 'AI预审通过，请点击下一步提交审批。'
-    : 'AI预审发现重大风险，请核对 AI建议 后再点击下一步。'
-}

web/src/views/scripts/travelRequestDetailSubmitModel.js

@@ -0,0 +1,30 @@
+export function resolveSubmitActionLabel({
+  isApplicationDocument,
+  submitBusy
+}) {
+  if (isApplicationDocument) {
+    return submitBusy ? '提交中' : '提交审批'
+  }
+  return submitBusy ? '提交中' : '提交审批'
+}
+
+export function resolveSubmitActionIcon({ isApplicationDocument }) {
+  if (isApplicationDocument) {
+    return 'mdi mdi-send-circle-outline'
+  }
+  return 'mdi mdi-send-circle-outline'
+}
+
+export function resolveSubmitConfirmDescription({ isApplicationDocument, hasHighRiskWarnings }) {
+  if (isApplicationDocument) {
+    return '请确认申请事由、预计金额和申请信息均已核对无误。确认后将提交至直属领导审批。'
+  }
+  if (hasHighRiskWarnings) {
+    return '系统自动检测存在重大风险，请确认已逐条填写风险原因。确认后将带着风险说明进入审批流程。'
+  }
+  return '系统已在草稿保存和附件识别后完成自动检测，请确认费用明细、附件材料和补充说明均已核对无误。确认后将进入审批流程。'
+}
+
+export function resolveSubmitConfirmText() {
+  return '确认提交'
+}

web/src/views/scripts/useTravelReimbursementFlow.js

@@ -44,6 +44,7 @@ const FLOW_DURATION_SECOND_FIELDS = [
 const FLOW_DURATION_AUTO_FIELDS = ['duration', 'elapsed', 'latency', 'execution_time']
 const FLOW_STARTED_AT_FIELDS = ['started_at', 'start_time', 'created_at', 'queued_at']
 const FLOW_FINISHED_AT_FIELDS = ['finished_at', 'completed_at', 'ended_at', 'end_time', 'updated_at']
+const FLOW_RUN_DETAIL_REFRESH_TIMEOUT_MS = 3000
 
 function normalizeDurationValue(value, unit = 'ms') {
   if (value === null || value === undefined || value === '') {
@@ -598,7 +599,7 @@ export function useTravelReimbursementFlow({
     }
 
     startFlowStep('pre-submit-review', {
-      title: 'AI预审与风险识别',
+      title: '自动检测与风险识别',
       tool: 'ExpenseClaimService.submit_claim',
       detail: '正在校验财务规则、风险规则和审批路径...'
     })
@@ -665,6 +666,14 @@ export function useTravelReimbursementFlow({
       tool: config.tool,
       detail: config.detail
     })
+
+    if (['save_draft', 'link_to_existing_draft', 'create_new_claim_from_documents'].includes(reviewAction)) {
+      startFlowStep('draft-risk-review', {
+        title: '草稿风险识别',
+        tool: 'RuleEngine',
+        detail: '正在校验申请单关联、票据完整性、金额口径和行程一致性...'
+      })
+    }
   }
 
   function isApplicationSessionActive() {
@@ -685,6 +694,15 @@ export function useTravelReimbursementFlow({
     )
   }
 
+  function isDuplicateApplicationPayload(payload) {
+    if (!isApplicationSessionActive()) {
+      return false
+    }
+    const result = payload?.result && typeof payload.result === 'object' ? payload.result : {}
+    const answer = String(result.answer || result.message || '').trim()
+    return answer.includes('已存在申请单') && answer.includes('系统没有重复创建')
+  }
+
   function buildApplicationSubmitSuccessDetail(payload) {
     const result = payload?.result && typeof payload.result === 'object' ? payload.result : {}
     const draftPayload = result.draft_payload && typeof result.draft_payload === 'object'
@@ -697,6 +715,55 @@ export function useTravelReimbursementFlow({
       : `申请单提交成功，当前节点：${approvalStage}`
   }
 
+  function buildApplicationDuplicateDetail(payload) {
+    const result = payload?.result && typeof payload.result === 'object' ? payload.result : {}
+    const answer = String(result.answer || result.message || '').trim()
+    const claimNo = answer.match(/AP-\d{14}-[A-HJ-NP-Z2-9]{8}/)?.[0] || ''
+    return claimNo
+      ? `已拦截重复申请，已有申请单：${claimNo}`
+      : '已拦截重复申请，未创建新申请单'
+  }
+
+  function isSavedReimbursementDraftPayload(payload) {
+    const result = payload?.result && typeof payload.result === 'object' ? payload.result : {}
+    const draftPayload = result.draft_payload && typeof result.draft_payload === 'object'
+      ? result.draft_payload
+      : payload?.draft_payload && typeof payload.draft_payload === 'object'
+        ? payload.draft_payload
+        : null
+    return Boolean(
+      draftPayload
+        && String(draftPayload.status || '').trim() === 'draft'
+        && String(draftPayload.draft_type || '').trim() !== 'expense_application'
+    )
+  }
+
+  function summarizeDraftRiskReviewDetail(payload) {
+    const result = payload?.result && typeof payload.result === 'object' ? payload.result : {}
+    const reviewPayload = result.review_payload && typeof result.review_payload === 'object'
+      ? result.review_payload
+      : {}
+    const riskCount = Array.isArray(reviewPayload.risk_briefs)
+      ? reviewPayload.risk_briefs.length
+      : Array.isArray(result.risk_flags)
+        ? result.risk_flags.length
+        : 0
+    const missingCount = Array.isArray(reviewPayload.missing_slots)
+      ? reviewPayload.missing_slots.length
+      : 0
+    const issueParts = []
+    if (riskCount) {
+      issueParts.push(`${riskCount} 条风险/异常提醒`)
+    }
+    if (missingCount) {
+      issueParts.push(`${missingCount} 项待补充信息`)
+    }
+    if (issueParts.length) {
+      return `已完成草稿规则校验，识别到 ${issueParts.join('、')}，可进入详情核对后继续提交。`
+    }
+    return '已完成草稿规则校验，暂未发现明确风险；可继续上传票据或进入详情核对。'
+  }
+
   function shouldHideToolCall(toolCall) {
     const toolType = String(toolCall?.tool_type || '').toLowerCase()
     const toolName = String(toolCall?.tool_name || '').toLowerCase()
@@ -750,9 +817,10 @@ export function useTravelReimbursementFlow({
         response.submission_blocked ||
         String(response.status || '').trim() === 'submitted' ||
         responseMessage.includes('AI预审') ||
+        responseMessage.includes('自动检测') ||
         responseMessage.includes('审批')
       ) {
-        return { key: 'pre-submit-review', title: 'AI预审与风险识别', tool: 'ExpenseClaimService.submit_claim' }
+        return { key: 'pre-submit-review', title: '自动检测与风险识别', tool: 'ExpenseClaimService.submit_claim' }
       }
       if (responseMessage.includes('关联')) {
         return { key: 'attachment-association', title: '票据关联草稿', tool: toolCall?.tool_name || 'ExpenseClaimService' }
@@ -782,7 +850,7 @@ export function useTravelReimbursementFlow({
         : `已完成财务规则、风险规则和审批路径校验，提交至${response.approval_stage || '审批环节'}`
     }
     if (response.submission_blocked) {
-      return summarizeVisibleToolText(response.message) || 'AI预审发现待补充项，暂未提交审批'
+      return summarizeVisibleToolText(response.message) || '自动检测发现待补充项，暂未提交审批'
     }
     return (
       summarizeVisibleToolText(response.message || response.summary || response.result_summary)
@@ -861,6 +929,30 @@ export function useTravelReimbursementFlow({
     if (!answer && !payload?.result) {
       return
     }
+    if (isSubmittedApplicationPayload(payload)) {
+      completePendingFlowStep(
+        'application-submit-success',
+        buildApplicationSubmitSuccessDetail(payload),
+        null,
+        { title: '申请单提交成功', tool: 'ApplicationSubmit' }
+      )
+    }
+    if (isDuplicateApplicationPayload(payload)) {
+      completePendingFlowStep(
+        'application-submit-success',
+        buildApplicationDuplicateDetail(payload),
+        null,
+        { title: '重复申请已拦截', tool: 'ApplicationSubmit' }
+      )
+    }
+    if (isSavedReimbursementDraftPayload(payload)) {
+      completePendingFlowStep(
+        'draft-risk-review',
+        summarizeDraftRiskReviewDetail(payload),
+        null,
+        { title: '草稿风险识别', tool: 'RuleEngine' }
+      )
+    }
     const sceneSelectionPending = isExpenseSceneSelectionResult(payload)
     flowSteps.value
       .filter((step) => ![FLOW_STEP_STATUS_COMPLETED, FLOW_STEP_STATUS_FAILED].includes(step.status))
@@ -871,14 +963,6 @@ export function useTravelReimbursementFlow({
           : resolveFlowStepDetail({ ...step, status: FLOW_STEP_STATUS_COMPLETED })
         completeFlowStep(step.key, detail)
       })
-    if (isSubmittedApplicationPayload(payload)) {
-      completePendingFlowStep(
-        'application-submit-success',
-        buildApplicationSubmitSuccessDetail(payload),
-        null,
-        { title: '申请单提交成功', tool: 'ApplicationSubmit' }
-      )
-    }
     const runFinishedAt = resolveFinishedTimestamp(run)
     flowFinishedAt.value = flowSteps.value.some(
       (step) => ![FLOW_STEP_STATUS_COMPLETED, FLOW_STEP_STATUS_FAILED].includes(step.status)
@@ -893,7 +977,15 @@ export function useTravelReimbursementFlow({
     }
     flowRefreshBusy.value = true
     try {
-      const run = await fetchAgentRunDetail(flowRunId.value)
+      const run = await Promise.race([
+        fetchAgentRunDetail(flowRunId.value),
+        new Promise((resolve) => {
+          globalThis.setTimeout(() => resolve(null), FLOW_RUN_DETAIL_REFRESH_TIMEOUT_MS)
+        })
+      ])
+      if (!run) {
+        return null
+      }
       mergeFlowRunDetail(run)
       return run
     } catch (error) {

web/src/views/scripts/useTravelReimbursementGuidedFlow.js

@@ -228,7 +228,7 @@ export function useTravelReimbursementGuidedFlow({
 
   function pushReimbursementSummary() {
     pushAssistant(buildGuidedReimbursementSummaryText(guidedFlowState.value), {
-      meta: ['待生成核对信息'],
+      meta: ['待生成报销草稿'],
       suggestedActions: buildGuidedReviewConfirmationActions()
     })
   }
@@ -286,6 +286,10 @@ export function useTravelReimbursementGuidedFlow({
     const expenseTypeLabel = normalizeText(current.values.pending_scene_expense_type_label)
     const applicationNo = normalizeText(current.values.application_claim_no)
     const applicationId = normalizeText(current.values.application_claim_id)
+    const applicationReason = normalizeText(current.values.application_reason)
+    const applicationLocation = normalizeText(current.values.application_location)
+    const applicationAmount = normalizeText(current.values.application_amount || current.values.application_amount_label)
+    const applicationBusinessTime = normalizeText(current.values.application_business_time)
     if (!originalMessage || !expenseTypeLabel || !applicationNo) {
       return null
     }
@@ -299,11 +303,12 @@ export function useTravelReimbursementGuidedFlow({
     return {
       rawText,
       userText: `关联申请单 ${applicationNo}`,
-      pendingText: `已关联申请单，正在按${expenseTypeLabel}识别...`,
+      pendingText: `已关联申请单，正在生成${expenseTypeLabel}草稿...`,
       systemGenerated: true,
       skipUserMessage: true,
       extraContext: {
         draft_claim_id: '',
+        review_action: 'save_draft',
         user_input_text: originalMessage,
         expense_scene_selection: {
           expense_type: current.expenseType || 'other',
@@ -314,11 +319,21 @@ export function useTravelReimbursementGuidedFlow({
         },
         review_form_values: {
           expense_type: expenseTypeLabel,
+          reimbursement_type: expenseTypeLabel,
+          reason: applicationReason,
+          reason_value: applicationReason,
+          location: applicationLocation,
+          business_location: applicationLocation,
+          time_range: applicationBusinessTime,
+          business_time: applicationBusinessTime,
+          amount: applicationAmount,
           application_claim_id: applicationId,
           application_claim_no: applicationNo,
-          application_reason: current.values.application_reason || '',
+          application_reason: applicationReason,
-          application_location: current.values.application_location || '',
+          application_location: applicationLocation,
-          application_amount: current.values.application_amount || ''
+          application_amount: current.values.application_amount || '',
+          application_amount_label: current.values.application_amount_label || '',
+          application_business_time: applicationBusinessTime
         }
       }
     }
@@ -329,6 +344,21 @@ export function useTravelReimbursementGuidedFlow({
     const currentStep = getCurrentGuidedStep(currentState)
     const fileNames = buildFileNames(files)
 
+    if (isGuidedReimbursementReadyForReview(currentState) && fileNames.length) {
+      const mergedFiles = mergePendingFiles(guidedPendingFiles.value, files)
+      guidedPendingFiles.value = mergedFiles
+      const submitOptions = {
+        ...buildGuidedReviewSubmitOptions(currentState, mergedFiles),
+        skipDraftAssociationPrompt: true,
+        skipUserMessage: true,
+        pendingText: '已关联申请单，正在识别票据并生成报销草稿...'
+      }
+      resetGuidedFlowState()
+      persistAndScroll()
+      await submitExistingComposer(submitOptions)
+      return
+    }
+
     if (currentState.stepKey === 'expense_type') {
       const expenseType = resolveGuidedExpenseTypeFromText(answerText)
       if (!expenseType) {
@@ -343,7 +373,7 @@ export function useTravelReimbursementGuidedFlow({
     }
 
     if (currentState.stepKey === 'application_selection') {
-      pushAssistant('请先点击上方列出的申请单完成关联。关联后，我再继续询问报销依据。', {
+      pushAssistant('请先点击上方列出的申请单完成关联。关联后，我会直接进入生成报销草稿。', {
         meta: ['等待关联申请单'],
         suggestedActions: buildRequiredApplicationActions(
           currentState.applicationCandidates,
@@ -521,6 +551,11 @@ export function useTravelReimbursementGuidedFlow({
         await submitExistingComposer(pendingSceneSubmitOptions)
         return true
       }
+      if (isGuidedReimbursementReadyForReview(guidedFlowState.value)) {
+        pushReimbursementSummary()
+        persistAndScroll()
+        return true
+      }
       pushNextReimbursementPrompt()
       persistAndScroll()
       return true

web/src/views/scripts/useTravelReimbursementSubmitComposer.js

@@ -5,6 +5,7 @@ import {
 } from './travelReimbursementAttachmentModel.js'
 import { resolveAssistantScopeGuard } from '../../utils/assistantSessionScope.js'
 import {
+  applyApplicationBusinessTimeContext,
   applyApplicationPolicyEstimateError,
   applyApplicationPolicyEstimateResult,
   buildApplicationPolicyEstimateRequest,
@@ -58,6 +59,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
     currentInsight,
     currentUser,
     draftClaimId,
+    emitDraftSaved,
     emitOperationCompleted,
     emitRequestUpdated,
     extractReviewAttachmentNames,
@@ -139,6 +141,20 @@ export function useTravelReimbursementSubmitComposer(ctx) {
       return `attachment-association-${Date.now()}-${Math.random().toString(16).slice(2)}`
     }
 
+    function emitSavedDraftRefresh(draftPayload) {
+      if (!emitDraftSaved || isKnowledgeSession.value || !draftPayload?.claim_no) {
+        return
+      }
+      const draftType = String(draftPayload.draft_type || '').trim()
+      emitDraftSaved({
+        claimId: String(draftPayload.claim_id || draftPayload.claimId || '').trim(),
+        claimNo: String(draftPayload.claim_no || draftPayload.claimNo || '').trim(),
+        status: String(draftPayload.status || '').trim(),
+        approvalStage: String(draftPayload.approval_stage || draftPayload.approvalStage || '').trim(),
+        documentType: draftType === 'expense_application' ? 'application' : 'reimbursement'
+      })
+    }
+
     function normalizeRecognizedAttachmentData(data) {
       if (!data || typeof data !== 'object') {
         return null
@@ -351,9 +367,12 @@ export function useTravelReimbursementSubmitComposer(ctx) {
       return currentUser.value || user
     }
 
-    async function buildApplicationPreviewWithModelReview(rawText) {
+    async function buildApplicationPreviewWithModelReview(rawText, businessTimeContext = null) {
       const user = await resolveApplicationPreviewUser()
-      const localPreview = buildLocalApplicationPreview(rawText, user)
+      const localPreview = applyApplicationBusinessTimeContext(
+        buildLocalApplicationPreview(rawText, user),
+        businessTimeContext
+      )
 
       const enrichWithPolicyEstimate = async (preview) => {
         const estimateRequest = buildApplicationPolicyEstimateRequest(preview, user)
@@ -393,11 +412,14 @@ export function useTravelReimbursementSubmitComposer(ctx) {
           }
         )
 
-        const refinedPreview = buildModelRefinedApplicationPreview(
+        const refinedPreview = applyApplicationBusinessTimeContext(
-          localPreview,
+          buildModelRefinedApplicationPreview(
-          ontology,
+            localPreview,
-          rawText,
+            ontology,
-          user
+            rawText,
+            user
+          ),
+          businessTimeContext
         )
         return {
           applicationPreview: await enrichWithPolicyEstimate(refinedPreview),
@@ -462,6 +484,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
         : mergeBusinessTimeIntoExtraContext(initialExtraContext, selectedBusinessTimeContext)
       const reviewAction = String(extraContext.review_action || '').trim()
       const feedbackOperationType = String(options.feedbackOperationType || '').trim()
+      const isApplicationSubmitOperation = feedbackOperationType === 'submit_application'
       const attachmentAssociationConfirmed = Boolean(
         options.associationConfirmed ||
           extraContext.attachment_association_confirmed ||
@@ -499,7 +522,11 @@ export function useTravelReimbursementSubmitComposer(ctx) {
               ? `新上传 ${fileNames.length} 份票据，请单独建立报销单。`
               : `我上传了 ${fileNames.length} 份票据，请帮我识别并整理报销建议。`)
 
-      if (shouldUseBudgetCompileReport(rawText, { sessionType: activeSessionType.value }) && !reviewAction) {
+      if (shouldUseBudgetCompileReport(rawText, {
+        sessionType: activeSessionType.value,
+        entrySource: props.entrySource,
+        budgetContext: props.initialBudgetContext
+      }) && !reviewAction) {
         return handleBudgetCompileReportSubmit({
           adjustComposerTextareaHeight,
           clearAttachedFiles,
@@ -518,6 +545,8 @@ export function useTravelReimbursementSubmitComposer(ctx) {
           rawText,
           replaceMessage,
           resetFlowRun,
+          refreshCurrentUserFromBackend,
+          budgetContext: props.initialBudgetContext,
           scrollToBottom,
           startFlowStep,
           submitting,
@@ -595,7 +624,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
 
         submitting.value = true
         try {
-          const { applicationPreview, meta } = await buildApplicationPreviewWithModelReview(rawText)
+          const { applicationPreview, meta } = await buildApplicationPreviewWithModelReview(rawText, selectedBusinessTimeContext)
           const reviewStatus = String(meta?.[1] || '').trim()
           completeFlowStep('intent', '已识别为费用申请事项', Date.now() - intentStartedAt)
           completeFlowStep(
@@ -725,7 +754,13 @@ export function useTravelReimbursementSubmitComposer(ctx) {
       } else {
         clearFlowSimulationTimers()
       }
-      if (rawText && !reviewAction) {
+      if (isApplicationSubmitOperation) {
+        startFlowStep('application-submit-success', {
+          title: '申请单提交成功',
+          tool: 'ApplicationSubmit',
+          detail: '正在提交费用申请...'
+        })
+      } else if (rawText && !reviewAction) {
         startFlowStep('intent', '正在识别业务意图...')
         if (waitForExpenseIntentConfirmation) {
           startExpenseIntentConfirmationFlowPreview(rawText)
@@ -947,10 +982,12 @@ export function useTravelReimbursementSubmitComposer(ctx) {
           extraContext.review_action = 'create_new_claim_from_documents'
         }
 
-        startExpenseClaimDraftFlowStep(String(extraContext.review_action || '').trim(), {
+        if (!isApplicationSubmitOperation) {
-          attachmentCount: effectiveFileNames.length,
+          startExpenseClaimDraftFlowStep(String(extraContext.review_action || '').trim(), {
-          waitForSceneSelection: waitForExpenseSceneSelection
+            attachmentCount: effectiveFileNames.length,
-        })
+            waitForSceneSelection: waitForExpenseSceneSelection
+          })
+        }
 
         const backendMessage = buildBackendMessage(rawText, effectiveFileNames, effectiveOcrSummary)
         const orchestratorOptions = isKnowledgeSession.value
@@ -977,9 +1014,17 @@ export function useTravelReimbursementSubmitComposer(ctx) {
               department: user.department || user.departmentName || '',
               department_name: user.department || user.departmentName || '',
               position: user.position || '',
-              grade: user.grade || '',
+              employee_position: user.position || user.employeePosition || user.employee_position || '',
+              employeePosition: user.position || user.employeePosition || user.employee_position || '',
+              grade: user.grade || user.employeeGrade || user.employee_grade || '',
+              employee_grade: user.grade || user.employeeGrade || user.employee_grade || '',
+              employeeGrade: user.grade || user.employeeGrade || user.employee_grade || '',
               employee_no: user.employeeNo || user.employee_no || '',
+              employeeNo: user.employeeNo || user.employee_no || '',
               manager_name: user.managerName || user.manager_name || '',
+              managerName: user.managerName || user.manager_name || '',
+              direct_manager_name: user.managerName || user.manager_name || user.directManagerName || user.direct_manager_name || '',
+              directManagerName: user.managerName || user.manager_name || user.directManagerName || user.direct_manager_name || '',
               employee_location: user.location || '',
               cost_center: user.costCenter || user.cost_center || '',
               finance_owner_name: user.financeOwnerName || user.finance_owner_name || '',
@@ -1051,6 +1096,9 @@ export function useTravelReimbursementSubmitComposer(ctx) {
         }
         currentInsight.value = nextInsight
         completeFlowResult(payload, flowRunDetail)
+        if (['save_draft', 'link_to_existing_draft', 'create_new_claim_from_documents'].includes(reviewActionResult)) {
+          emitSavedDraftRefresh(payload?.result?.draft_payload || null)
+        }
         persistSessionState()
         nextTick(scrollToBottom)
         const resolvedDraftClaimId = String(payload?.result?.draft_payload?.claim_id || draftClaimId.value || '').trim()

web/tests/app-shell-detail-alerts.test.mjs

@@ -127,7 +127,7 @@ test('application detail topbar does not ask for receipt attachments', () => {
 
 test('detail topbar surfaces stored medium and high risk flags first', () => {
   const highAlerts = buildDetailAlerts({
-    node: 'AI预审',
+    node: '待提交',
     approvalKey: 'draft',
     riskFlags: [
       {
@@ -146,7 +146,7 @@ test('detail topbar surfaces stored medium and high risk flags first', () => {
     expenseItems: []
   })
   const mediumAlerts = buildDetailAlerts({
-    node: 'AI预审',
+    node: '待提交',
     approvalKey: 'draft',
     riskFlags: [
       {

web/tests/app-shell-mobile-browser.test.mjs

@@ -0,0 +1,42 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { fileURLToPath } from 'node:url'
+
+const appShellView = readFileSync(
+  fileURLToPath(new URL('../src/views/AppShellRouteView.vue', import.meta.url)),
+  'utf8'
+)
+const appCss = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/app.css', import.meta.url)),
+  'utf8'
+)
+const assistantResponsiveCss = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/views/travel-reimbursement-create-view-part4.css', import.meta.url)),
+  'utf8'
+)
+
+test('手机浏览器存在应用导航入口', () => {
+  assert.match(appShellView, /class="mobile-hamburger-btn"/)
+  assert.match(appShellView, /aria-label="打开移动端导航"/)
+  assert.match(appShellView, /:aria-expanded="mobileSidebarOpen \? 'true' : 'false'"/)
+  assert.match(appShellView, /@click="mobileSidebarOpen = true"/)
+
+  assert.match(appCss, /\.mobile-hamburger-btn\s*{\s*display:\s*none;/s)
+  assert.match(appCss, /@media \(max-width:\s*760px\)[\s\S]*\.mobile-hamburger-btn\s*{[\s\S]*display:\s*flex;/)
+})
+
+test('报销智能体在手机浏览器下使用全屏工作台和稳定输入区', () => {
+  const mobileBlockStart = assistantResponsiveCss.indexOf('@media (max-width: 760px)')
+  assert.notEqual(mobileBlockStart, -1)
+  const mobileBlock = assistantResponsiveCss.slice(mobileBlockStart)
+
+  assert.match(mobileBlock, /:global\(\.assistant-el-overlay \.el-overlay-dialog\)[\s\S]*padding:\s*0;/)
+  assert.match(mobileBlock, /\.assistant-modal-stage\s*{[\s\S]*height:\s*100dvh;[\s\S]*border:\s*0;/)
+  assert.match(mobileBlock, /\.assistant-layout\s*{[\s\S]*grid-template-columns:\s*minmax\(0,\s*1fr\);/)
+  assert.match(mobileBlock, /\.dialog-panel\s*{[\s\S]*border:\s*0;[\s\S]*border-radius:\s*0;/)
+  assert.match(mobileBlock, /\.insight-panel-shell\s*{[\s\S]*position:\s*absolute;[\s\S]*transform:\s*translateX\(100%\);/)
+  assert.match(mobileBlock, /\.assistant-layout\.has-insight \.insight-panel-shell\s*{[\s\S]*transform:\s*translateX\(0\);/)
+  assert.match(mobileBlock, /\.composer-row\s*{[\s\S]*display:\s*grid;[\s\S]*grid-template-columns:\s*minmax\(0,\s*1fr\) var\(--composer-control-size,\s*40px\);/)
+  assert.match(mobileBlock, /\.composer-leading-actions\s*{[\s\S]*grid-column:\s*1 \/ -1;[\s\S]*grid-template-columns:\s*repeat\(3,\s*minmax\(0,\s*1fr\)\);/)
+})

web/tests/attachment-association-confirmation.test.mjs

@@ -130,7 +130,10 @@ test('attachment upload association uses conversation selection instead of legac
   assert.match(submitComposerSource, /if \(!appendToCurrentFlow\) \{\s*resetFlowRun\(\)\s*\} else \{\s*clearFlowSimulationTimers\(\)/)
   assert.match(flowSource, /link_to_existing_draft:\s*\{[\s\S]*key:\s*'attachment-association'/)
   assert.match(flowSource, /responseMessage\.includes\('关联'\)[\s\S]*key:\s*'attachment-association'/)
+  assert.match(flowSource, /'draft-risk-review'/)
+  assert.match(flowSource, /草稿风险识别/)
   assert.match(conversationSource, /'attachment-association':\s*\{[\s\S]*title:\s*'票据关联草稿'/)
+  assert.match(conversationSource, /'draft-risk-review':\s*\{[\s\S]*title:\s*'草稿风险识别'/)
 })
 
 test('unsaved review attachment prompt asks for explicit rich-text confirmation', () => {

web/tests/document-center-new-state.test.mjs

@@ -32,8 +32,8 @@ test('document center new state resolves source scoped document keys', () => {
 test('document center new state counts unseen documents and persists viewed rows', () => {
   const storage = createMemoryStorage()
   const rows = [
-    { source: 'archive', claimId: 'claim-1' },
+    { source: 'owned', claimId: 'claim-1' },
-    { source: 'archive', claimId: 'claim-2' }
+    { source: 'approval', claimId: 'claim-2' }
   ]
   let viewedKeys = readViewedDocumentKeys(storage)
 
@@ -44,7 +44,21 @@ test('document center new state counts unseen documents and persists viewed rows
 
   assert.equal(countNewDocuments(rows, viewedKeys), 1)
   assert.equal(isNewDocument(rows[0], viewedKeys), false)
-  assert.deepEqual([...readViewedDocumentKeys(storage)], ['archive:claim-1'])
+  assert.deepEqual([...readViewedDocumentKeys(storage)], ['owned:claim-1'])
+})
+
+test('document center archive rows are never marked as new', () => {
+  const viewedKeys = readViewedDocumentKeys(createMemoryStorage())
+  const rows = [
+    { source: 'archive', claimId: 'archived-1' },
+    { archived: true, source: 'owned', claimId: 'archived-2' },
+    { isNewDocument: false, source: 'owned', claimId: 'archived-3' }
+  ]
+
+  assert.equal(countNewDocuments(rows, viewedKeys), 0)
+  assert.equal(isNewDocument(rows[0], viewedKeys), false)
+  assert.equal(isNewDocument(rows[1], viewedKeys), false)
+  assert.equal(isNewDocument(rows[2], viewedKeys), false)
 })
 
 test('document center sidebar inbox shares source scoped document keys', () => {

web/tests/documents-center-status-filter.test.mjs

@@ -12,6 +12,10 @@ const documentsCenterStyles = readFileSync(
   fileURLToPath(new URL('../src/assets/styles/views/documents-center-view.css', import.meta.url)),
   'utf8'
 )
+const documentListSharedStyles = readFileSync(
+  fileURLToPath(new URL('../src/assets/styles/components/document-list-shared.css', import.meta.url)),
+  'utf8'
+)
 
 test('documents center keeps only the top scope tabs and renders status as a dropdown filter', () => {
   assert.match(documentsCenterView, /<nav class="status-tabs document-scope-tabs"/)
@@ -88,9 +92,9 @@ test('documents center list shows created time and conditional stay time columns
   assert.match(documentsCenterView, /<col class="col-initiator">/)
   assert.match(documentsCenterView, /<th>单号<\/th>[\s\S]*<th>创建时间<\/th>[\s\S]*<th v-if="showStayTimeColumn">停留时间<\/th>/)
   assert.match(documentsCenterView, /<th>费用场景<\/th>[\s\S]*<th>发起人<\/th>[\s\S]*<th>事项<\/th>/)
-  assert.match(documentsCenterView, /<td>\{\{ row\.createdAtDisplay \}\}<\/td>/)
+  assert.match(documentsCenterView, /<td data-label="创建时间">\{\{ row\.createdAtDisplay \}\}<\/td>/)
-  assert.match(documentsCenterView, /<td v-if="showStayTimeColumn">\{\{ row\.stayTimeDisplay \}\}<\/td>/)
+  assert.match(documentsCenterView, /<td v-if="showStayTimeColumn" data-label="停留时间">\{\{ row\.stayTimeDisplay \}\}<\/td>/)
-  assert.match(documentsCenterView, /<td>\{\{ row\.initiatorName \}\}<\/td>/)
+  assert.match(documentsCenterView, /<td data-label="发起人">\{\{ row\.initiatorName \}\}<\/td>/)
   assert.match(
     documentsCenterView,
     /const showStayTimeColumn = computed\(\(\) =>[\s\S]*DOCUMENT_SCOPE_APPLICATION[\s\S]*DOCUMENT_SCOPE_REVIEW/
@@ -147,7 +151,7 @@ test('documents center category tabs render bubble counts for new documents', ()
 
 test('documents center rows show NEW marker until the row is opened', () => {
   assert.match(documentsCenterView, /<span v-if="row\.isNewDocument" class="new-document-badge">NEW<\/span>/)
-  assert.match(documentsCenterView, /isNewDocument: isNewDocument\(/)
+  assert.match(documentsCenterView, /isNewDocument: archived\s*\?\s*false\s*:\s*isNewDocument\(/)
   assert.match(
     documentsCenterView,
     /function openDocument\(row\) \{[\s\S]*writeDocumentScope\(activeScopeTab\.value, scopeTabs\)[\s\S]*viewedDocumentKeys\.value = markDocumentViewed\(row, viewedDocumentKeys\.value\)[\s\S]*emit\('open-document', row\.rawRequest \|\| row\)/
@@ -228,9 +232,9 @@ test('documents center status dropdown derives labels and closes after selection
 
 test('documents center status dropdown uses compact filter styling', () => {
   assert.match(documentsCenterStyles, /\.documents-list\s*\{[\s\S]*grid-template-rows:\s*auto auto minmax\(0,\s*1fr\) auto;/)
-  assert.match(documentsCenterStyles, /\.status-tabs button\s*\{[\s\S]*display:\s*inline-flex;/)
+  assert.match(documentListSharedStyles, /\.status-tabs button\s*\{[\s\S]*display:\s*inline-flex;/)
-  assert.match(documentsCenterStyles, /\.scope-tab-badge\s*\{[\s\S]*border-radius:\s*999px;/)
+  assert.match(documentListSharedStyles, /\.scope-tab-badge\s*\{[\s\S]*border-radius:\s*999px;/)
-  assert.match(documentsCenterStyles, /min-width:\s*1420px;/)
+  assert.match(documentListSharedStyles, /min-width:\s*1420px;/)
   assert.match(documentsCenterStyles, /\.col-created\s*\{\s*width:\s*10%;\s*\}/)
   assert.match(documentsCenterStyles, /\.col-stay\s*\{\s*width:\s*9%;\s*\}/)
   assert.match(documentsCenterStyles, /\.col-initiator\s*\{\s*width:\s*8%;\s*\}/)

web/tests/expense-application-fast-preview.test.mjs

@@ -5,6 +5,7 @@ import { fileURLToPath } from 'node:url'
 import { ref } from 'vue'
 
 import {
+  applyApplicationBusinessTimeContext,
   buildApplicationPreviewFooterMessage,
   buildApplicationPreviewRows,
   buildApplicationPreviewSubmitText,
@@ -15,6 +16,7 @@ import {
   buildLocalApplicationPreviewMessage,
   buildModelRefinedApplicationPreview,
   normalizeApplicationPreview,
+  resolveApplicationTimeLabel,
   shouldUseLocalApplicationPreview
 } from '../src/utils/expenseApplicationPreview.js'
 import {
@@ -162,8 +164,10 @@ test('application preview renders ordered editable rows and submit text uses edi
   const rows = buildApplicationPreviewRows(editedPreview)
   assert.deepEqual(
     rows.map((row) => row.label),
-    ['申请类型', '姓名', '职级', '部门', '岗位', '直属领导', '发生时间', '地点', '事由', '天数', '出行方式', '住宿上限/天', '补贴标准/天', '交通费用口径', '规则测算参考', '系统预估费用']
+    ['申请类型', '姓名', '职级', '部门', '岗位', '直属领导', '行程时间', '地点', '事由', '天数', '出行方式', '住宿上限/天', '补贴标准/天', '交通费用口径', '规则测算参考', '系统预估费用']
   )
+  assert.match(buildApplicationPreviewSubmitText(editedPreview), /行程时间：2026-05-25 至 2026-05-28/)
+  assert.doesNotMatch(buildApplicationPreviewSubmitText(editedPreview), /发生时间：/)
   assert.equal(rows.find((row) => row.key === 'amount')?.value, '1900元')
   assert.equal(rows.find((row) => row.key === 'amount')?.highlight, true)
   assert.equal(rows.find((row) => row.key === 'amount')?.editable, false)
@@ -220,6 +224,39 @@ test('application estimate builds deterministic mock transport amount and total'
   assert.equal(datedTotalEstimate.totalAmountDisplay, '3,260')
 })
 
+test('application preview uses selected date range and business-specific time label', () => {
+  const preview = applyApplicationBusinessTimeContext(
+    buildLocalApplicationPreview(
+      '去上海出差4天，支撑国网仿生产环境部署，飞机',
+      {
+        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: '2026-06-02' }
+    ),
+    {
+      mode: 'range',
+      start_date: '2026-02-20',
+      end_date: '2026-02-23',
+      business_time: '2026-02-20 至 2026-02-23'
+    }
+  )
+  const rows = buildApplicationPreviewRows(preview)
+  const submitText = buildApplicationPreviewSubmitText(preview)
+
+  assert.equal(resolveApplicationTimeLabel(preview.fields.applicationType), '行程时间')
+  assert.equal(preview.fields.time, '2026-02-20 至 2026-02-23')
+  assert.equal(preview.fields.days, '4天')
+  assert.equal(preview.fields.reason, '支撑国网仿生产环境部署')
+  assert.equal(rows.find((row) => row.key === 'time')?.label, '行程时间')
+  assert.match(submitText, /行程时间：2026-02-20 至 2026-02-23/)
+  assert.match(submitText, /事由：支撑国网仿生产环境部署/)
+  assert.doesNotMatch(submitText, /发生时间：/)
+})
+
 test('application preview cleans empty time labels and keeps only business reason', () => {
   const preview = buildLocalApplicationPreview('发生时间：，去九江出差3天，服务美团业务部署，预计费用1800元，火车', {
     name: '李文静',
@@ -407,8 +444,20 @@ test('application session shows intent flow, persists preview, and supports inli
   assert.doesNotMatch(messageItemTemplate, /ui\.commitApplicationPreviewDateEditor\(message\)/)
   assert.match(messageItemTemplate, /application-preview-date-chip/)
   assert.match(messageItemTemplate, /申请单据已生成/)
+  assert.match(messageItemTemplate, /ui\.shouldShowDraftSavedCard\(message\)/)
+  assert.match(messageItemTemplate, /报销草稿已生成/)
+  assert.match(messageItemTemplate, /ui\.resolveReimbursementDraftClaimNo\(message\.draftPayload\)/)
+  assert.match(messageItemTemplate, /class="reimbursement-draft-link"/)
+  assert.match(messageItemTemplate, /查看详情/)
+  assert.doesNotMatch(messageItemTemplate, /ui\.buildReimbursementDraftSummaryItems\(message\.draftPayload\)/)
+  assert.doesNotMatch(messageItemTemplate, /可以继续上传票据，我会归集到这张草稿。/)
+  assert.ok(
+    messageItemTemplate.indexOf('class="draft-preview application-draft-preview"')
+      < messageItemTemplate.indexOf('class="message-detail-block review-message-block"')
+  )
   assert.match(messageItemTemplate, /application-draft-head/)
   assert.match(messageItemTemplate, /mdi mdi-file-document-check-outline/)
+  assert.match(messageItemTemplate, /mdi mdi-file-document-edit-outline/)
   assert.match(messageItemTemplate, /'is-primary': item\.label === '单号'/)
   assert.match(messageItemTemplate, /完整审批链、附件和明细可在单据详情中[\s\S]*application-draft-detail-link[\s\S]*>查看<\/button>/)
   assert.doesNotMatch(messageItemTemplate, /application-draft-detail-btn/)
@@ -416,6 +465,8 @@ test('application session shows intent flow, persists preview, and supports inli
   assert.match(messageItemTemplate, /<OperationFeedbackInlineCard/)
   assert.match(messageItemTemplate, /ui\.isOperationFeedbackVisible\(message\)/)
   assert.match(messageItemTemplate, /ui\.submitOperationFeedbackForMessage\(message, \$event\)/)
+  assert.match(submitComposerScript, /employee_grade:\s*user\.grade \|\| user\.employeeGrade \|\| user\.employee_grade/)
+  assert.match(submitComposerScript, /employeeGrade:\s*user\.grade \|\| user\.employeeGrade \|\| user\.employee_grade/)
   assert.match(createViewTemplate, /'has-insight': hasInsightPanelContent && showInsightPanel/)
   assert.match(messageItemTemplate, /v-model="ui\.applicationPreviewEditor\.draftValue"/)
   assert.doesNotMatch(messageItemTemplate, /v-model="ui\.applicationPreviewEditor\.singleDate"/)
@@ -464,12 +515,19 @@ test('application session shows intent flow, persists preview, and supports inli
   assert.match(applicationMessageStyles, /\.application-draft-brief-item \{[\s\S]*border: 0;[\s\S]*background: #ffffff;/)
   assert.doesNotMatch(applicationMessageStyles, /\.application-draft-brief-item:nth-child\(even\)/)
   assert.match(applicationMessageStyles, /\.application-draft-brief-item\.is-primary \{[\s\S]*grid-column: 1 \/ -1;/)
+  assert.match(applicationMessageStyles, /\.application-draft-preview\.reimbursement-draft-preview \{[\s\S]*max-width: 520px;/)
+  assert.match(applicationMessageStyles, /\.reimbursement-draft-card \{[\s\S]*grid-template-columns: 30px minmax\(0, 1fr\);/)
+  assert.match(applicationMessageStyles, /\.reimbursement-draft-link \{[\s\S]*text-decoration: underline;/)
 
   assert.match(flowScript, /application-submit-success/)
   assert.match(flowScript, /function shouldHideToolCall/)
   assert.match(flowScript, /semantic_ontology/)
   assert.match(flowScript, /return null/)
   assert.match(flowScript, /申请单提交成功/)
+  assert.match(submitComposerScript, /const isApplicationSubmitOperation = feedbackOperationType === 'submit_application'/)
+  assert.match(submitComposerScript, /if \(isApplicationSubmitOperation\) \{[\s\S]*startFlowStep\('application-submit-success'/)
+  assert.match(submitComposerScript, /else if \(rawText && !reviewAction\) \{[\s\S]*startFlowStep\('intent'/)
+  assert.match(submitComposerScript, /if \(!isApplicationSubmitOperation\) \{[\s\S]*startExpenseClaimDraftFlowStep/)
   assert.match(flowScript, /function resolveDurationFromFields/)
   assert.match(flowScript, /function resolveStartedTimestamp/)
   assert.match(flowScript, /function resolveFinishedTimestamp/)
@@ -521,6 +579,64 @@ test('flow panel durations use backend timing instead of local preview delay', (
   assert.equal(flow.formatFlowStepDuration({ status: 'completed', durationMs: null }), '--')
 })
 
+test('application submit confirmation flow only shows submit success step', () => {
+  const flow = createFlowHarness()
+  flow.resetFlowRun({ startedAt: Date.parse('2026-05-29T00:00:00.000Z') })
+  flow.startFlowStep('application-submit-success', {
+    title: '申请单提交成功',
+    tool: 'ApplicationSubmit',
+    detail: '正在提交费用申请...'
+  })
+
+  flow.completeFlowResult({
+    status: 'succeeded',
+    result: {
+      answer: '申请单据已生成，并已进入审批流程。',
+      draft_payload: {
+        draft_type: 'expense_application',
+        status: 'submitted',
+        claim_no: 'AP-20260602010101-ABCDEFGH',
+        approval_stage: '直属领导审批'
+      }
+    }
+  })
+
+  assert.deepEqual(flow.flowSteps.value.map((step) => step.key), ['application-submit-success'])
+  assert.deepEqual(flow.visibleFlowSteps.value.map((step) => step.key), ['application-submit-success'])
+  const submitStep = flow.flowSteps.value[0]
+  assert.equal(submitStep.status, 'completed')
+  assert.match(submitStep.detail, /AP-20260602010101-ABCDEFGH/)
+  assert.doesNotMatch(flow.flowSteps.value.map((step) => step.key).join(','), /intent|extraction/)
+})
+
+test('application duplicate confirmation flow marks submit step as blocked duplicate', () => {
+  const flow = createFlowHarness()
+  flow.resetFlowRun({ startedAt: Date.parse('2026-05-29T00:00:00.000Z') })
+  flow.startFlowStep('application-submit-success', {
+    title: '申请单提交成功',
+    tool: 'ApplicationSubmit',
+    detail: '正在提交费用申请...'
+  })
+
+  flow.completeFlowResult({
+    status: 'succeeded',
+    result: {
+      answer: [
+        '检测到同一申请人、同一申请类型、同一行程时间已存在申请单，系统没有重复创建。',
+        '已有申请单号：AP-20260602010101-ABCDEFGH',
+        '当前节点：直属领导审批'
+      ].join('\n')
+    }
+  })
+
+  assert.deepEqual(flow.flowSteps.value.map((step) => step.key), ['application-submit-success'])
+  const submitStep = flow.flowSteps.value[0]
+  assert.equal(submitStep.status, 'completed')
+  assert.equal(submitStep.title, '重复申请已拦截')
+  assert.match(submitStep.detail, /AP-20260602010101-ABCDEFGH/)
+  assert.doesNotMatch(submitStep.detail, /提交成功/)
+})
+
 test('assistant markdown tables render with component-scoped table styling', () => {
   const rendered = renderMarkdown([
     '| 项目 | 标准口径 | 天数 | 小计 |',