feat: 完善审批退回流程与报销申请关联

后端优化报销单访问策略和常量定义，增强退回原因和审批状态流转，前端完善退回对话框和审批交互组件，新增报销申请关联模型，优化文档中心行数据和审批收件箱工具函数，增强引导流程和会话模型，补充单元测试覆盖。
2026-05-27 14:35:17 +08:00
parent 7d32eae74e
commit cbb98f4469
30 changed files with 1794 additions and 250 deletions
--- a/web/src/views/DocumentsCenterView.vue
+++ b/web/src/views/DocumentsCenterView.vue
@@ -240,7 +240,6 @@

 <script setup>
 import { computed, onMounted, ref, watch } from 'vue'
-
 import EnterpriseSelect from '../components/shared/EnterpriseSelect.vue'
 import TableEmptyState from '../components/shared/TableEmptyState.vue'
 import TableLoadingState from '../components/shared/TableLoadingState.vue'
@@ -248,9 +247,8 @@ import { mapExpenseClaimToRequest } from '../composables/useRequests.js'
 import { fetchApprovalExpenseClaims, fetchArchivedExpenseClaims } from '../services/reimbursements.js'
 import { countNewDocuments, isNewDocument, markDocumentViewed, readDocumentScope, readViewedDocumentKeys, writeDocumentScope } from '../utils/documentCenterNewState.js'
 import { extractDateText, formatDocumentListTime, resolveDocumentSortTime, resolveDocumentStayTimeDisplay } from '../utils/documentCenterTime.js'
-import { excludeArchivedDocumentRows, isArchivedDocumentRow } from '../utils/documentCenterRows.js'
+import { excludeArchivedDocumentRows, filterApplicationScopeNewRows, isArchivedDocumentRow, prepareApplicationScopeRows } from '../utils/documentCenterRows.js'
 import { normalizeRequestForUi } from '../utils/requestViewModel.js'
-
 const DOCUMENT_TYPE_ALL = 'all'
 const DOCUMENT_TYPE_APPLICATION = 'application'
 const DOCUMENT_TYPE_REIMBURSEMENT = 'reimbursement'
@@ -260,7 +258,6 @@ const DOCUMENT_SCOPE_APPLICATION = '申请单'
 const DOCUMENT_SCOPE_REIMBURSEMENT = '报销单'
 const DOCUMENT_SCOPE_REVIEW = '审核单'
 const DOCUMENT_SCOPE_ARCHIVE = '归档'
-
 const scopeTabs = [DOCUMENT_SCOPE_ALL, DOCUMENT_SCOPE_APPLICATION, DOCUMENT_SCOPE_REIMBURSEMENT, DOCUMENT_SCOPE_REVIEW, DOCUMENT_SCOPE_ARCHIVE]
 const statusTabs = ['全部', '草稿', '待提交', '审批中', '待补充', '已完成']
 const FILTER_CONFIG_BY_SCOPE = {
@@ -311,14 +308,12 @@ const documentTypeOptions = [
  { value: DOCUMENT_TYPE_APPLICATION, label: '申请单' },
  { value: DOCUMENT_TYPE_REIMBURSEMENT, label: '报销单' }
 ]
-
 const props = defineProps({
  filteredRequests: { type: Array, required: true },
  hasData: { type: Boolean, default: false },
  loading: { type: Boolean, default: false },
  error: { type: String, default: '' }
 })
-
 const emit = defineEmits([
  'open-document',
  'create-request',
@@ -326,7 +321,6 @@ const emit = defineEmits([
  'reload',
  'summary-change'
 ])
-
 const activeScopeTab = ref(readDocumentScope(DOCUMENT_SCOPE_ALL, scopeTabs))
 const activeStatusTab = ref('全部')
 const activeDocumentType = ref(DOCUMENT_TYPE_ALL)
@@ -345,17 +339,13 @@ const approvalRows = ref([])
 const supportingLoading = ref(false)
 const supportingError = ref('')
 const viewedDocumentKeys = ref(readViewedDocumentKeys())
-
 const activeFilterConfig = computed(() =>
  FILTER_CONFIG_BY_SCOPE[activeScopeTab.value] || FILTER_CONFIG_BY_SCOPE[DOCUMENT_SCOPE_APPLICATION]
 )
-
 const showDocumentTypeFilter = computed(() => Boolean(activeFilterConfig.value.showDocumentType))
-
 const documentTypeFilterLabel = computed(() =>
  documentTypeOptions.find((item) => item.value === activeDocumentType.value)?.label || '单据类型'
 )
-
 const statusFilterOptions = computed(() =>
  activeFilterConfig.value.statusTabs.map((tab) => ({
    value: tab,
@@ -380,10 +370,11 @@ const ownedRows = computed(() =>
 )

 const nonArchivedRows = computed(() => mergeDocumentRows([...ownedRows.value, ...approvalRows.value]))
+const applicationScopeRows = computed(() => prepareApplicationScopeRows(ownedRows.value))

 const scopeNewCountMap = computed(() => ({
  [DOCUMENT_SCOPE_ALL]: countNewDocuments(nonArchivedRows.value, viewedDocumentKeys.value),
-  [DOCUMENT_SCOPE_APPLICATION]: countNewDocuments(nonArchivedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION), viewedDocumentKeys.value),
+  [DOCUMENT_SCOPE_APPLICATION]: countNewDocuments(filterApplicationScopeNewRows(applicationScopeRows.value), viewedDocumentKeys.value),
  [DOCUMENT_SCOPE_REIMBURSEMENT]: countNewDocuments(ownedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_REIMBURSEMENT), viewedDocumentKeys.value),
  [DOCUMENT_SCOPE_REVIEW]: countNewDocuments(approvalRows.value, viewedDocumentKeys.value),
  [DOCUMENT_SCOPE_ARCHIVE]: countNewDocuments(archiveRows.value, viewedDocumentKeys.value)
@@ -401,7 +392,7 @@ const activeScopeRows = computed(() => {
  if (activeScopeTab.value === DOCUMENT_SCOPE_ALL) return nonArchivedRows.value

  if (activeScopeTab.value === DOCUMENT_SCOPE_APPLICATION) {
-    return nonArchivedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION)
+    return applicationScopeRows.value
  }

  if (activeScopeTab.value === DOCUMENT_SCOPE_REIMBURSEMENT) {
--- a/web/src/views/TravelRequestDetailView.vue
+++ b/web/src/views/TravelRequestDetailView.vue
@@ -182,21 +182,26 @@
                  <span><i class="mdi mdi-account-tie-outline"></i>领导意见</span>
                  <strong v-if="leaderApprovalReadonlyMeta">{{ leaderApprovalReadonlyMeta }}</strong>
                </div>
-                <div v-if="showApplicationLeaderOpinionInput" class="leader-approval-card inline-leader-opinion">
-                  <textarea
-                    v-model="leaderOpinion"
-                    maxlength="500"
-                    :required="requiresApprovalOpinion"
-                    :placeholder="approvalOpinionPlaceholder"
-                    :aria-label="approvalOpinionTitle"
-                  ></textarea>
-                  <div class="leader-opinion-meta">
-                    <span>{{ approvalOpinionHint }}</span>
-                    <strong>{{ leaderOpinion.length }}/500</strong>
-                  </div>
-                </div>
-                <div v-else class="detail-note readonly application-leader-opinion-display">
-                  <p>{{ leaderApprovalReadonlyText }}</p>
+                <div v-if="hasLeaderApprovalEvents" class="application-leader-opinion-timeline" aria-label="领导批复事件流">
+                  <article
+                    v-for="event in leaderApprovalEvents"
+                    :key="event.id"
+                    class="application-leader-opinion-event"
+                    :class="event.tone"
+                  >
+                    <div class="application-leader-opinion-event-head">
+                      <span>
+                        <i :class="event.type === 'returned' ? 'mdi mdi-arrow-u-left-top' : 'mdi mdi-check-circle-outline'"></i>
+                        {{ event.title }}
+                      </span>
+                      <time v-if="event.time">{{ event.time }}</time>
+                    </div>
+                    <p>{{ event.opinion }}</p>
+                    <footer>
+                      <span>{{ event.operator }}</span>
+                      <span v-if="event.returnCount">第 {{ event.returnCount }} 次退回</span>
+                    </footer>
+                  </article>
                </div>
              </div>

@@ -475,20 +480,6 @@
              </div>
            </article>

-            <article v-if="showLeaderApprovalPanel" class="detail-card panel leader-approval-card">
-              <h3>{{ approvalOpinionTitle }}</h3>
-              <textarea
-                v-model="leaderOpinion"
-                maxlength="500"
-                :required="requiresApprovalOpinion"
-                :placeholder="approvalOpinionPlaceholder"
-                :aria-label="approvalOpinionTitle"
-              ></textarea>
-              <div class="leader-opinion-meta">
-                <span>{{ approvalOpinionHint }}</span>
-                <strong>{{ leaderOpinion.length }}/500</strong>
-              </div>
-            </article>
          </section>
        </div>
      </div>
@@ -774,7 +765,10 @@
      :summary-label="approvalConfirmSummaryLabel"
      :next-stage="approvalNextStage"
      :opinion-title="approvalOpinionTitle"
-      :opinion="leaderOpinion"
+      v-model:opinion="leaderOpinion"
+      :opinion-placeholder="approvalOpinionPlaceholder"
+      :opinion-hint="approvalOpinionHint"
+      :opinion-required="requiresApprovalOpinion"
      @close="closeApproveConfirmDialog"
      @confirm="confirmApproveRequest"
    />
@@ -784,6 +778,7 @@
      :title="`确认退回 ${request.id} 吗？`"
      :description="returnDialogDescription"
      :busy="returnBusy"
+      :application="isApplicationDocument"
      @close="closeReturnDialog"
      @confirm="confirmReturnRequest"
    />
--- a/web/src/views/scripts/TravelReimbursementCreateView.js
+++ b/web/src/views/scripts/TravelReimbursementCreateView.js
@@ -176,6 +176,7 @@ import {
  buildWelcomeInsight,
  createMessage,
  filterAssistantSessionModes,
+  hasMeaningfulSessionMessages,
  resolveAssistantSessionMode,
  resolveKnowledgeRankLabel,
  resolveKnowledgeRankTone,
@@ -718,7 +719,7 @@ export default {
      return labels[currentInsight.value.intent] ?? 'AI 处理中'
    })
    const canDeleteCurrentSession = computed(
-      () => Boolean(conversationId.value) || messages.value.some((item) => item.role === 'user')
+      () => Boolean(conversationId.value) || hasMeaningfulSessionMessages(messages.value)
    )
    const latestReviewMessage = computed(() =>
      [...messages.value].reverse().find((item) =>
@@ -1029,6 +1030,7 @@ export default {
      handleGuidedShortcut,
      handleGuidedComposerSubmit,
      handleGuidedSuggestedAction,
+      handleSceneSelectionApplicationGate,
      resetGuidedFlowState
    } = useTravelReimbursementGuidedFlow({
      guidedFlowState,
@@ -1470,6 +1472,7 @@ export default {
      if (message?.suggestedActionsLocked) return
      if (applySuggestedActionPrefill(action)) return
      if (await handleGuidedSuggestedAction(message, action)) return
+      if (await handleSceneSelectionApplicationGate(message, action)) return

      if (actionType === ASSISTANT_SCOPE_ACTION_SWITCH) {
        const actionPayload = action?.payload && typeof action.payload === 'object' ? action.payload : {}
--- a/web/src/views/scripts/TravelRequestDetailView.js
+++ b/web/src/views/scripts/TravelRequestDetailView.js
@@ -26,9 +26,15 @@ import {
  canDeleteArchivedExpenseClaims,
  canManageExpenseClaims,
  canReturnExpenseClaims,
+  isCurrentDirectManagerForRequest,
+  isCurrentRequestApplicant,
  isFinanceUser
 } from '../../utils/accessControl.js'
-import { buildLeaderApprovalInfo, resolveGeneratedDraftClaimNo } from '../../utils/applicationApproval.js'
+import {
+  buildLeaderApprovalEvents,
+  buildLeaderApprovalInfo,
+  resolveGeneratedDraftClaimNo
+} from '../../utils/applicationApproval.js'
 import { buildApplicationDetailFactItems } from '../../utils/expenseApplicationDetail.js'
 import { isArchivedRequestView, normalizeRequestForUi } from '../../utils/requestViewModel.js'
 import {
@@ -484,11 +490,26 @@ export default {
      const node = String(request.value.node || request.value.approvalStage || '').trim()
      return node === '财务审批'
    })
-    const canReturnRequest = computed(() =>
-      canReturnExpenseClaims(currentUser.value)
-      && request.value.approvalKey === 'in_progress'
-      && Boolean(request.value.claimId)
-    )
+    const isCurrentApplicant = computed(() => isCurrentRequestApplicant(request.value, currentUser.value))
+    const isCurrentDirectManagerApprover = computed(() => (
+      canApproveLeaderExpenseClaims(currentUser.value)
+      && isCurrentDirectManagerForRequest(request.value, currentUser.value)
+    ))
+    const canProcessFinanceApprovalStage = computed(() => (
+      !isApplicationDocument.value
+      && isFinanceApprovalStage.value
+      && isFinanceUser(currentUser.value)
+      && !isCurrentApplicant.value
+    ))
+    const canReturnRequest = computed(() => {
+      if (request.value.approvalKey !== 'in_progress' || !request.value.claimId || !canReturnExpenseClaims(currentUser.value)) {
+        return false
+      }
+      if (isDirectManagerApprovalStage.value) {
+        return isCurrentDirectManagerApprover.value
+      }
+      return canProcessFinanceApprovalStage.value
+    })
    const canApproveRequest = computed(() =>
      (Boolean(props.approvalMode) || isApplicationDocument.value)
      && request.value.approvalKey === 'in_progress'
@@ -496,32 +517,16 @@ export default {
      && (
        (
          isDirectManagerApprovalStage.value
-          && canApproveLeaderExpenseClaims(currentUser.value)
-        )
-        || (
-          !isApplicationDocument.value
-          && isFinanceApprovalStage.value
-          && isFinanceUser(currentUser.value)
+          && isCurrentDirectManagerApprover.value
        )
+        || canProcessFinanceApprovalStage.value
      )
    )
-    const showApplicationLeaderOpinionInput = computed(() => (
-      isApplicationDocument.value
-      && canApproveRequest.value
-      && isDirectManagerApprovalStage.value
-    ))
    const leaderApprovalInfo = computed(() => buildLeaderApprovalInfo(request.value))
-    const leaderApprovalReadonlyText = computed(() => {
-      if (leaderApprovalInfo.value.opinion) {
-        return leaderApprovalInfo.value.opinion
-      }
-      return isApplicationDocument.value ? '待直属领导填写审批意见。' : ''
-    })
+    const leaderApprovalEvents = computed(() => buildLeaderApprovalEvents(request.value))
+    const hasLeaderApprovalEvents = computed(() => leaderApprovalEvents.value.length > 0)
    const leaderApprovalReadonlyMeta = computed(() => {
-      const pieces = [
-        leaderApprovalInfo.value.operator ? `${leaderApprovalInfo.value.operator}确认` : '',
-        leaderApprovalInfo.value.time
-      ].filter(Boolean)
+      const pieces = hasLeaderApprovalEvents.value ? [`${leaderApprovalEvents.value.length} 条批复记录`] : []
      if (leaderApprovalInfo.value.generatedDraftClaimNo) {
        pieces.push(`已生成报销草稿 ${leaderApprovalInfo.value.generatedDraftClaimNo}`)
      }
@@ -529,12 +534,8 @@ export default {
    })
    const showApplicationLeaderOpinion = computed(() => (
      isApplicationDocument.value
-      && (
-        showApplicationLeaderOpinionInput.value
-        || leaderApprovalReadonlyText.value
-      )
+      && hasLeaderApprovalEvents.value
    ))
-    const showLeaderApprovalPanel = computed(() => canApproveRequest.value && !showApplicationLeaderOpinionInput.value)
    const requiresApprovalOpinion = computed(() => isDirectManagerApprovalStage.value)
    const approvalOpinionTitle = computed(() => (isFinanceApprovalStage.value ? '财务意见' : '领导意见'))
    const approvalOpinionPlaceholder = computed(() => {
@@ -1726,11 +1727,6 @@ export default {
        return
      }

-      if (requiresApprovalOpinion.value && !leaderOpinion.value.trim()) {
-        toast('请先填写领导意见，填写后才能确认审核。')
-        return
-      }
-
      approveConfirmDialogOpen.value = true
    }

@@ -1757,7 +1753,6 @@ export default {

      if (requiresApprovalOpinion.value && !leaderOpinion.value.trim()) {
        toast('请先填写领导意见，填写后才能确认审核。')
-        approveConfirmDialogOpen.value = false
        return
      }

@@ -1833,15 +1828,15 @@ export default {
      isMajorExpenseRisk,
      openAiEntry, openAttachmentPreview, goToNextAttachmentPreview, goToPreviousAttachmentPreview,
      profile, progressSteps, request, leaderOpinion, removeExpenseAttachment, removeExpenseItem,
-      leaderApprovalReadonlyMeta, leaderApprovalReadonlyText,
+      hasLeaderApprovalEvents, leaderApprovalEvents, leaderApprovalReadonlyMeta,
      resolveExpenseRiskIndicatorTitle,
      resetDetailNote, resolveAttachmentDisplayName, resolveAttachmentPreviewTitle, resolveAttachmentRecognition,
      resolveExpenseReasonHelper, resolveExpenseReasonPlaceholder, resolveExpenseRiskState, resolveExpenseIssues,
      returnBusy, returnDialogDescription, returnDialogOpen, riskOverrideBusy, riskOverrideDialogOpen, riskOverrideIndexLabel,
      requiresApprovalOpinion,
      riskOverrideReasons, saveDetailNote, savingDetailNote, savingExpenseId,
-      showAiAdvicePanel, showApplicationLeaderOpinion, showApplicationLeaderOpinionInput,
-      showLeaderApprovalPanel, showExpenseRisk, startExpenseEdit, submitBusy, submitConfirmDialogOpen,
+      showAiAdvicePanel, showApplicationLeaderOpinion,
+      showExpenseRisk, startExpenseEdit, submitBusy, submitConfirmDialogOpen,
      submitRiskWarnings,
      triggerExpenseUpload, uploadedExpenseCount, uploadingExpenseId, saveExpenseEdit
    }
--- a/web/src/views/scripts/travelReimbursementApplicationLinkModel.js
+++ b/web/src/views/scripts/travelReimbursementApplicationLinkModel.js
@@ -0,0 +1,294 @@
+const REQUIRED_APPLICATION_EXPENSE_TYPES = new Set(['travel', 'meal'])
+
+const APPLICATION_TYPE_ALIASES = {
+  travel: new Set(['travel', 'travel_application']),
+  meal: new Set([
+    'meal',
+    'entertainment',
+    'meal_application',
+    'entertainment_application',
+    'business_entertainment_application',
+    'hospitality_application'
+  ])
+}
+
+const GENERIC_APPLICATION_TYPES = new Set(['application', 'expense_application'])
+const BLOCKED_APPLICATION_STATUSES = new Set(['draft', 'returned', 'rejected', 'cancelled', 'canceled', 'deleted'])
+
+const STATUS_LABELS = {
+  submitted: '审批中',
+  approved: '已审批',
+  completed: '已完成',
+  archived: '已归档',
+  paid: '已入账'
+}
+
+const EXPENSE_TYPE_LABELS = {
+  travel: '差旅费',
+  meal: '业务招待费'
+}
+
+function normalizeText(value) {
+  return String(value || '').trim()
+}
+
+function normalizeLower(value) {
+  return normalizeText(value).toLowerCase()
+}
+
+function uniqueValues(values) {
+  return Array.from(new Set((Array.isArray(values) ? values : []).map(normalizeText).filter(Boolean)))
+}
+
+function normalizeClaimNo(claim) {
+  return normalizeText(claim?.claim_no || claim?.claimNo).toUpperCase()
+}
+
+function normalizeExpenseType(claim) {
+  return normalizeLower(claim?.expense_type || claim?.expenseType || claim?.type_code || claim?.typeCode)
+}
+
+function normalizeApplicationStatus(claim) {
+  return normalizeLower(claim?.status || claim?.state || claim?.approval_status || claim?.approvalStatus)
+}
+
+function normalizeDocumentType(claim) {
+  return normalizeLower(
+    claim?.document_type_code
+      || claim?.documentTypeCode
+      || claim?.document_type
+      || claim?.documentType
+  )
+}
+
+function normalizeApplicationDate(claim) {
+  return normalizeText(
+    claim?.submitted_at
+      || claim?.submittedAt
+      || claim?.created_at
+      || claim?.createdAt
+      || claim?.occurred_at
+      || claim?.occurredAt
+  )
+}
+
+function toTimestamp(value) {
+  const date = new Date(value)
+  return Number.isNaN(date.getTime()) ? 0 : date.getTime()
+}
+
+function formatAmount(value) {
+  const numberValue = Number(String(value ?? '').replace(/[^\d.-]/g, ''))
+  if (!Number.isFinite(numberValue) || numberValue <= 0) {
+    return ''
+  }
+  return `¥${new Intl.NumberFormat('zh-CN', {
+    minimumFractionDigits: Number.isInteger(numberValue) ? 0 : 2,
+    maximumFractionDigits: 2
+  }).format(numberValue)}`
+}
+
+function includesAny(text, keywords) {
+  const normalized = normalizeText(text)
+  return keywords.some((keyword) => normalized.includes(keyword))
+}
+
+function buildApplicationKeywordText(claim) {
+  return [
+    claim?.reason,
+    claim?.business_reason,
+    claim?.title,
+    claim?.summary,
+    claim?.description,
+    claim?.location,
+    claim?.business_location,
+    claim?.expense_type_label,
+    claim?.expenseTypeLabel
+  ].map(normalizeText).filter(Boolean).join(' ')
+}
+
+function matchesGenericApplicationByText(claim, expenseType) {
+  const haystack = buildApplicationKeywordText(claim)
+  if (expenseType === 'travel') {
+    return includesAny(haystack, ['差旅', '出差', '住宿', '交通', '行程'])
+  }
+  if (expenseType === 'meal') {
+    return includesAny(haystack, ['招待', '客户', '接待', '宴请', '用餐', '餐饮'])
+  }
+  return false
+}
+
+export function requiresApplicationBeforeReimbursement(expenseType) {
+  return REQUIRED_APPLICATION_EXPENSE_TYPES.has(normalizeLower(expenseType))
+}
+
+export function getRequiredApplicationExpenseLabel(expenseType) {
+  return EXPENSE_TYPE_LABELS[normalizeLower(expenseType)] || '报销'
+}
+
+export function isExpenseApplicationClaim(claim) {
+  const documentType = normalizeDocumentType(claim)
+  const expenseType = normalizeExpenseType(claim)
+  const claimNo = normalizeClaimNo(claim)
+
+  return documentType === 'application'
+    || documentType === 'expense_application'
+    || claimNo.startsWith('AP-')
+    || claimNo.startsWith('APP-')
+    || expenseType === 'application'
+    || expenseType.endsWith('_application')
+}
+
+export function matchesRequiredApplicationExpenseType(claim, expenseType) {
+  const normalizedExpenseType = normalizeLower(expenseType)
+  const claimExpenseType = normalizeExpenseType(claim)
+  const aliases = APPLICATION_TYPE_ALIASES[normalizedExpenseType] || new Set()
+
+  if (aliases.has(claimExpenseType)) {
+    return true
+  }
+
+  return GENERIC_APPLICATION_TYPES.has(claimExpenseType)
+    && matchesGenericApplicationByText(claim, normalizedExpenseType)
+}
+
+export function isClaimOwnedByCurrentUser(claim, currentUser = {}) {
+  const userIds = uniqueValues([
+    currentUser.id,
+    currentUser.employeeId,
+    currentUser.employee_id,
+    currentUser.employeeNo,
+    currentUser.employee_no,
+    currentUser.username,
+    currentUser.email
+  ])
+  const claimIds = uniqueValues([
+    claim?.employee_id,
+    claim?.employeeId,
+    claim?.employee_no,
+    claim?.employeeNo,
+    claim?.username,
+    claim?.user_id,
+    claim?.userId
+  ])
+  if (userIds.length && claimIds.length && claimIds.some((item) => userIds.includes(item))) {
+    return true
+  }
+
+  const userNames = uniqueValues([
+    currentUser.name,
+    currentUser.user_name,
+    currentUser.employeeName,
+    currentUser.employee_name,
+    currentUser.username
+  ])
+  const claimNames = uniqueValues([
+    claim?.employee_name,
+    claim?.employeeName,
+    claim?.applicant,
+    claim?.applicant_name,
+    claim?.applicantName
+  ])
+  if (userNames.length && claimNames.length) {
+    return claimNames.some((item) => userNames.includes(item))
+  }
+
+  return true
+}
+
+export function isUsableRequiredApplicationClaim(claim) {
+  const status = normalizeApplicationStatus(claim)
+  return !BLOCKED_APPLICATION_STATUSES.has(status)
+}
+
+export function normalizeRequiredApplicationCandidate(claim) {
+  const claimNo = normalizeText(claim?.claim_no || claim?.claimNo)
+  const location = normalizeText(claim?.location || claim?.business_location || claim?.businessLocation)
+  const amountText = formatAmount(claim?.amount || claim?.budget_amount || claim?.budgetAmount)
+  const status = normalizeApplicationStatus(claim)
+
+  return {
+    id: normalizeText(claim?.id || claim?.claim_id || claim?.claimId),
+    claim_no: claimNo,
+    expense_type: normalizeExpenseType(claim),
+    reason: normalizeText(claim?.reason || claim?.business_reason || claim?.description || claim?.title),
+    location,
+    amount: normalizeText(claim?.amount || claim?.budget_amount || claim?.budgetAmount),
+    amount_label: amountText,
+    status,
+    status_label: STATUS_LABELS[status] || normalizeText(claim?.approval_stage || claim?.approvalStage || status),
+    application_date: normalizeApplicationDate(claim)
+  }
+}
+
+export function filterRequiredApplicationCandidates(claimsPayload, expenseType, currentUser = {}) {
+  const claims = Array.isArray(claimsPayload)
+    ? claimsPayload
+    : Array.isArray(claimsPayload?.items)
+      ? claimsPayload.items
+      : Array.isArray(claimsPayload?.claims)
+        ? claimsPayload.claims
+        : []
+
+  return claims
+    .filter((claim) => (
+      isExpenseApplicationClaim(claim)
+      && isUsableRequiredApplicationClaim(claim)
+      && isClaimOwnedByCurrentUser(claim, currentUser)
+      && matchesRequiredApplicationExpenseType(claim, expenseType)
+    ))
+    .map(normalizeRequiredApplicationCandidate)
+    .sort((left, right) => toTimestamp(right.application_date) - toTimestamp(left.application_date))
+}
+
+export function buildRequiredApplicationActions(applications, actionType) {
+  return (Array.isArray(applications) ? applications : []).map((application) => {
+    const claimNo = normalizeText(application.claim_no) || '未编号申请单'
+    const description = [
+      application.status_label,
+      application.location && `地点：${application.location}`,
+      application.amount_label && `预算：${application.amount_label}`,
+      application.reason && `事由：${application.reason}`
+    ].filter(Boolean).join(' · ')
+
+    return {
+      label: claimNo,
+      description,
+      icon: 'mdi mdi-file-link-outline',
+      action_type: actionType,
+      payload: {
+        application_claim_id: application.id,
+        application_claim_no: application.claim_no,
+        application_expense_type: application.expense_type,
+        application_reason: application.reason,
+        application_location: application.location,
+        application_amount: application.amount,
+        application_amount_label: application.amount_label,
+        application_status: application.status,
+        application_status_label: application.status_label,
+        application_date: application.application_date
+      }
+    }
+  })
+}
+
+export function buildRequiredApplicationSelectionText(expenseType, applications) {
+  const label = getRequiredApplicationExpenseLabel(expenseType)
+  return [
+    `发起“${label}”报销前，需要先关联对应的申请单。`,
+    '',
+    `我查到 ${applications.length} 个可关联申请单，请先选择其中一个。`,
+    '选择后，我再继续向你收集本次报销依据。'
+  ].join('\n')
+}
+
+export function buildRequiredApplicationMissingText(expenseType) {
+  const label = getRequiredApplicationExpenseLabel(expenseType)
+  return [
+    `发起“${label}”报销前，需要先关联对应的申请单。`,
+    '',
+    `我没有查到你名下可关联的“${label}”申请单，所以当前不能继续这类报销流程。`,
+    '请先切换到申请助手发起相关申请；申请单存在后，再回到报销助手继续。'
+  ].join('\n')
+}
+
--- a/web/src/views/scripts/travelReimbursementConversationModel.js
+++ b/web/src/views/scripts/travelReimbursementConversationModel.js
@@ -906,7 +906,10 @@ export function hasMeaningfulSessionMessages(messages) {
        || message.reviewPayload
        || message.queryPayload
        || message.draftPayload
+        || message.applicationPreview
        || message.budgetReport
+        || message.pendingAttachmentAssociation
+        || (Array.isArray(message.riskFlags) && message.riskFlags.length)
    )
  })
 }
--- a/web/src/views/scripts/travelReimbursementGuidedFlowModel.js
+++ b/web/src/views/scripts/travelReimbursementGuidedFlowModel.js
@@ -7,6 +7,7 @@ export const GUIDED_ACTION_START_APPLICATION = 'start_guided_application'
 export const GUIDED_ACTION_START_STATUS_QUERY = 'start_guided_status_query'
 export const GUIDED_ACTION_OPEN_TRAVEL_CALCULATOR = 'open_travel_calculator'
 export const GUIDED_ACTION_SELECT_EXPENSE_TYPE = 'guided_select_expense_type'
+export const GUIDED_ACTION_SELECT_REQUIRED_APPLICATION = 'guided_select_required_application'
 export const GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW = 'guided_confirm_reimbursement_review'
 export const GUIDED_ACTION_CONTINUE_FILLING = 'guided_continue_filling'
 export const GUIDED_ACTION_PROCESS_INTERRUPTION = 'guided_process_interruption'
@@ -109,13 +110,36 @@ function normalizeValues(values) {
  }, {})
 }

+function normalizeApplicationCandidates(applications) {
+  if (!Array.isArray(applications)) {
+    return []
+  }
+  return applications
+    .map((item) => (item && typeof item === 'object' ? item : null))
+    .filter(Boolean)
+    .map((item) => ({
+      id: normalizeText(item.id || item.application_claim_id),
+      claim_no: normalizeText(item.claim_no || item.application_claim_no),
+      expense_type: normalizeText(item.expense_type || item.application_expense_type),
+      reason: normalizeText(item.reason || item.application_reason),
+      location: normalizeText(item.location || item.application_location),
+      amount: normalizeText(item.amount || item.application_amount),
+      amount_label: normalizeText(item.amount_label || item.application_amount_label),
+      status: normalizeText(item.status || item.application_status),
+      status_label: normalizeText(item.status_label || item.application_status_label),
+      application_date: normalizeText(item.application_date)
+    }))
+    .filter((item) => item.id || item.claim_no)
+}
+
 export function createEmptyGuidedFlowState() {
  return {
    mode: GUIDED_FLOW_MODE_NONE,
    stepKey: '',
    expenseType: '',
    values: {},
-    pendingInterruptionText: ''
+    pendingInterruptionText: '',
+    applicationCandidates: []
  }
 }

@@ -134,7 +158,8 @@ export function normalizeGuidedFlowState(state) {
    stepKey: normalizeText(source.stepKey),
    expenseType: normalizeText(source.expenseType),
    values: normalizeValues(source.values),
-    pendingInterruptionText: normalizeText(source.pendingInterruptionText)
+    pendingInterruptionText: normalizeText(source.pendingInterruptionText),
+    applicationCandidates: normalizeApplicationCandidates(source.applicationCandidates)
  }
 }

@@ -191,7 +216,44 @@ export function selectGuidedExpenseType(state, expenseType) {
    mode: GUIDED_FLOW_MODE_REIMBURSEMENT,
    expenseType: type.key,
    stepKey: steps[0]?.key || 'summary',
-    pendingInterruptionText: ''
+    pendingInterruptionText: '',
+    applicationCandidates: []
+  }
+}
+
+export function waitForGuidedApplicationSelection(state, expenseType, applications = []) {
+  const type = getGuidedExpenseType(expenseType)
+  if (!type) {
+    return normalizeGuidedFlowState(state)
+  }
+  return {
+    ...normalizeGuidedFlowState(state),
+    mode: GUIDED_FLOW_MODE_REIMBURSEMENT,
+    expenseType: type.key,
+    stepKey: 'application_selection',
+    pendingInterruptionText: '',
+    applicationCandidates: normalizeApplicationCandidates(applications)
+  }
+}
+
+export function selectGuidedRequiredApplication(state, application = {}) {
+  const current = normalizeGuidedFlowState(state)
+  const steps = getGuidedReimbursementSteps(current.expenseType)
+  return {
+    ...current,
+    values: normalizeValues({
+      ...current.values,
+      application_claim_id: application.application_claim_id || application.id || '',
+      application_claim_no: application.application_claim_no || application.claim_no || '',
+      application_reason: application.application_reason || application.reason || '',
+      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 || ''
+    }),
+    stepKey: steps[0]?.key || 'summary',
+    pendingInterruptionText: '',
+    applicationCandidates: []
  }
 }

@@ -290,6 +352,16 @@ export function buildGuidedReimbursementSummaryText(state) {
    '请核查下面的关键信息：'
  ]

+  if (current.values.application_claim_no) {
+    const applicationParts = [
+      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：${applicationParts.join(' / ')}`)
+  }
+
  steps.forEach((step) => {
    const value = step.key === 'attachments'
      ? (current.values.attachment_names?.length
@@ -324,6 +396,9 @@ export function buildGuidedReviewSubmitOptions(state, files = []) {
      : values[step.key]
    return `${step.summaryLabel}：${value || '待补充'}`
  })
+  if (values.application_claim_no) {
+    fieldLines.unshift(`关联申请单：${values.application_claim_no}`)
+  }
  const rawText = [
    `报销类型：${typeLabel}`,
    ...fieldLines
@@ -340,7 +415,12 @@ export function buildGuidedReviewSubmitOptions(state, files = []) {
    time_range: values.time_range || '',
    business_time: values.time_range || '',
    amount: values.amount || '',
-    attachment_names: Array.isArray(values.attachment_names) ? values.attachment_names : []
+    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 || ''
  }

  return {
@@ -355,7 +435,9 @@ export function buildGuidedReviewSubmitOptions(state, files = []) {
      expense_scene_selection: {
        expense_type: type?.key || current.expenseType || 'other',
        expense_type_label: typeLabel,
-        original_message: rawText
+        original_message: rawText,
+        application_claim_id: values.application_claim_id || '',
+        application_claim_no: values.application_claim_no || ''
      },
      review_form_values: reviewFormValues
    }
--- a/web/src/views/scripts/useTravelReimbursementGuidedFlow.js
+++ b/web/src/views/scripts/useTravelReimbursementGuidedFlow.js
@@ -4,6 +4,14 @@ import {
  buildApplicationTemplatePreview,
  buildLocalApplicationPreviewMessage
 } from '../../utils/expenseApplicationPreview.js'
+import { fetchExpenseClaims } from '../../services/reimbursements.js'
+import {
+  buildRequiredApplicationActions,
+  buildRequiredApplicationMissingText,
+  buildRequiredApplicationSelectionText,
+  filterRequiredApplicationCandidates,
+  requiresApplicationBeforeReimbursement
+} from './travelReimbursementApplicationLinkModel.js'
 import {
  GUIDED_ACTION_START_APPLICATION,
  GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW,
@@ -11,6 +19,7 @@ import {
  GUIDED_ACTION_OPEN_TRAVEL_CALCULATOR,
  GUIDED_ACTION_PROCESS_INTERRUPTION,
  GUIDED_ACTION_SELECT_EXPENSE_TYPE,
+  GUIDED_ACTION_SELECT_REQUIRED_APPLICATION,
  GUIDED_ACTION_SELECT_QUERY_MODE,
  GUIDED_ACTION_SELECT_QUERY_STATUS,
  GUIDED_ACTION_START_REIMBURSEMENT,
@@ -41,8 +50,10 @@ import {
  resolveGuidedExpenseTypeFromText,
  resolveGuidedQueryModeFromText,
  selectGuidedExpenseType,
+  selectGuidedRequiredApplication,
  selectGuidedQueryMode,
-  shouldConfirmGuidedInterruption
+  shouldConfirmGuidedInterruption,
+  waitForGuidedApplicationSelection
 } from './travelReimbursementGuidedFlowModel.js'

 function normalizeText(value) {
@@ -211,7 +222,98 @@ export function useTravelReimbursementGuidedFlow({
    })
  }

-  function handleReimbursementAnswer(answerText, files) {
+  async function selectExpenseTypeForGuidedReimbursement(currentState, expenseType, options = {}) {
+    const nextState = options.pendingSceneSelection
+      ? {
+          ...currentState,
+          values: {
+            ...currentState.values,
+            pending_scene_original_message: normalizeText(options.pendingSceneSelection.originalMessage),
+            pending_scene_expense_type_label: normalizeText(options.pendingSceneSelection.expenseTypeLabel)
+          }
+        }
+      : currentState
+
+    if (!requiresApplicationBeforeReimbursement(expenseType)) {
+      guidedFlowState.value = selectGuidedExpenseType(nextState, expenseType)
+      pushNextReimbursementPrompt()
+      return
+    }
+
+    let claimsPayload = null
+    try {
+      claimsPayload = await fetchExpenseClaims()
+    } catch (error) {
+      console.warn('Fetch reimbursement applications failed:', error)
+      pushAssistant('查询可关联申请单时出现异常，请稍后再试。为避免直接报销，我先暂停当前流程。', {
+        meta: ['申请单查询失败']
+      })
+      toast?.('申请单查询失败，请稍后再试')
+      return
+    }
+
+    const applications = filterRequiredApplicationCandidates(claimsPayload, expenseType, currentUser?.value || {})
+    if (!applications.length) {
+      guidedFlowState.value = createGuidedReimbursementState()
+      pushAssistant(buildRequiredApplicationMissingText(expenseType), {
+        meta: ['缺少可关联申请单'],
+        suggestedActions: buildGuidedExpenseTypeActions()
+      })
+      return
+    }
+
+    guidedFlowState.value = waitForGuidedApplicationSelection(nextState, expenseType, applications)
+    pushAssistant(buildRequiredApplicationSelectionText(expenseType, applications), {
+      meta: ['等待关联申请单'],
+      suggestedActions: buildRequiredApplicationActions(applications, GUIDED_ACTION_SELECT_REQUIRED_APPLICATION)
+    })
+  }
+
+  function buildPendingSceneSubmitOptions(state) {
+    const current = normalizeGuidedFlowState(state)
+    const originalMessage = normalizeText(current.values.pending_scene_original_message)
+    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)
+    if (!originalMessage || !expenseTypeLabel || !applicationNo) {
+      return null
+    }
+
+    const rawText = [
+      originalMessage,
+      `用户选择报销场景：${expenseTypeLabel}`,
+      `关联申请单：${applicationNo}`
+    ].join('\n')
+
+    return {
+      rawText,
+      userText: `关联申请单 ${applicationNo}`,
+      pendingText: `已关联申请单，正在按${expenseTypeLabel}识别...`,
+      systemGenerated: true,
+      skipUserMessage: true,
+      extraContext: {
+        draft_claim_id: '',
+        user_input_text: originalMessage,
+        expense_scene_selection: {
+          expense_type: current.expenseType || 'other',
+          expense_type_label: expenseTypeLabel,
+          original_message: originalMessage,
+          application_claim_id: applicationId,
+          application_claim_no: applicationNo
+        },
+        review_form_values: {
+          expense_type: expenseTypeLabel,
+          application_claim_id: applicationId,
+          application_claim_no: applicationNo,
+          application_reason: current.values.application_reason || '',
+          application_location: current.values.application_location || '',
+          application_amount: current.values.application_amount || ''
+        }
+      }
+    }
+  }
+
+  async function handleReimbursementAnswer(answerText, files) {
    const currentState = normalizeGuidedFlowState(guidedFlowState.value)
    const currentStep = getCurrentGuidedStep(currentState)
    const fileNames = buildFileNames(files)
@@ -225,8 +327,18 @@ export function useTravelReimbursementGuidedFlow({
        })
        return
      }
-      guidedFlowState.value = selectGuidedExpenseType(currentState, expenseType)
-      pushNextReimbursementPrompt()
+      await selectExpenseTypeForGuidedReimbursement(currentState, expenseType)
+      return
+    }
+
+    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。', {
+        meta: ['等待关联申请单'],
+        suggestedActions: buildRequiredApplicationActions(
+          currentState.applicationCandidates,
+          GUIDED_ACTION_SELECT_REQUIRED_APPLICATION
+        )
+      })
      return
    }

@@ -338,7 +450,7 @@ export function useTravelReimbursementGuidedFlow({
    }

    if (currentState.mode === GUIDED_FLOW_MODE_REIMBURSEMENT) {
-      handleReimbursementAnswer(answerText, files)
+      await handleReimbursementAnswer(answerText, files)
      clearComposerRuntime()
      persistAndScroll()
      return true
@@ -361,6 +473,7 @@ export function useTravelReimbursementGuidedFlow({
    }
    const guidedActionTypes = new Set([
      GUIDED_ACTION_SELECT_EXPENSE_TYPE,
+      GUIDED_ACTION_SELECT_REQUIRED_APPLICATION,
      GUIDED_ACTION_CONFIRM_REIMBURSEMENT_REVIEW,
      GUIDED_ACTION_CONTINUE_FILLING,
      GUIDED_ACTION_PROCESS_INTERRUPTION,
@@ -380,8 +493,23 @@ export function useTravelReimbursementGuidedFlow({
    if (actionType === GUIDED_ACTION_SELECT_EXPENSE_TYPE) {
      const expenseType = normalizeText(action?.payload?.expense_type)
      const expenseTypeLabel = normalizeText(action?.payload?.expense_type_label || action?.label)
-      guidedFlowState.value = selectGuidedExpenseType(guidedFlowState.value, expenseType)
      pushUser(`选择${expenseTypeLabel || '报销类型'}`)
+      await selectExpenseTypeForGuidedReimbursement(guidedFlowState.value, expenseType)
+      persistAndScroll()
+      return true
+    }
+
+    if (actionType === GUIDED_ACTION_SELECT_REQUIRED_APPLICATION) {
+      const applicationNo = normalizeText(action?.payload?.application_claim_no || action?.label)
+      pushUser(`关联申请单 ${applicationNo || ''}`.trim())
+      guidedFlowState.value = selectGuidedRequiredApplication(guidedFlowState.value, action?.payload || {})
+      const pendingSceneSubmitOptions = buildPendingSceneSubmitOptions(guidedFlowState.value)
+      if (pendingSceneSubmitOptions) {
+        resetGuidedFlowState()
+        persistAndScroll()
+        await submitExistingComposer(pendingSceneSubmitOptions)
+        return true
+      }
      pushNextReimbursementPrompt()
      persistAndScroll()
      return true
@@ -450,10 +578,42 @@ export function useTravelReimbursementGuidedFlow({
    return false
  }

+  async function handleSceneSelectionApplicationGate(message, action) {
+    const actionType = normalizeText(action?.action_type)
+    if (actionType !== 'select_expense_type') {
+      return false
+    }
+    const actionPayload = action?.payload && typeof action.payload === 'object' ? action.payload : {}
+    const expenseType = normalizeText(actionPayload.expense_type)
+    if (!requiresApplicationBeforeReimbursement(expenseType)) {
+      return false
+    }
+    const expenseTypeLabel = normalizeText(actionPayload.expense_type_label || action?.label)
+    const originalMessage = normalizeText(actionPayload.original_message || message?.text)
+    if (!expenseTypeLabel || !originalMessage) {
+      return false
+    }
+    if (!lockSuggestedActionMessage(message, action)) {
+      return true
+    }
+
+    guidedPendingFiles.value = []
+    pushUser(`选择${expenseTypeLabel}`)
+    await selectExpenseTypeForGuidedReimbursement(createGuidedReimbursementState(), expenseType, {
+      pendingSceneSelection: {
+        originalMessage,
+        expenseTypeLabel
+      }
+    })
+    persistAndScroll()
+    return true
+  }
+
  return {
    handleGuidedShortcut,
    handleGuidedComposerSubmit,
    handleGuidedSuggestedAction,
+    handleSceneSelectionApplicationGate,
    resetGuidedFlowState
  }
 }