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/server/src/app/services/expense_claim_access_policy.py
+++ b/server/src/app/services/expense_claim_access_policy.py
@@ -95,35 +95,19 @@ class ExpenseClaimAccessPolicy:
        return normalized_status in ARCHIVED_CLAIM_STATUSES and stage in {"", "归档入账", "completed"}

    def can_return_claim(self, current_user: CurrentUserContext, claim: ExpenseClaim) -> bool:
-        if self.has_privileged_claim_access(current_user):
-            return True
-
-        role_codes = self.normalize_role_codes(current_user)
-        if not (role_codes & APPROVAL_VISIBLE_CLAIM_ROLE_CODES):
-            return False
-        if str(claim.status or "").strip().lower() != "submitted":
-            return False
-        if str(claim.approval_stage or "").strip() != "直属领导审批":
+        normalized_status = str(claim.status or "").strip().lower()
+        if normalized_status != "submitted":
            return False

-        current_employee = self.resolve_current_employee(current_user)
-        if current_employee is not None and str(claim.employee_id or "").strip() == current_employee.id:
-            return False
-
-        claim_employee = claim.employee
-        if current_employee is not None and claim_employee is not None:
-            if claim_employee.manager_id == current_employee.id:
-                return True
-            if claim_employee.manager is not None and claim_employee.manager.id == current_employee.id:
-                return True
-
-        approver_name = str(
-            current_employee.name if current_employee is not None and current_employee.name else current_user.name or ""
-        ).strip()
-        if not approver_name:
-            return False
-
-        return self.resolve_claim_manager_name(claim) == approver_name
+        stage = str(claim.approval_stage or "").strip()
+        if stage == "直属领导审批":
+            return self.is_current_direct_manager_approver(current_user, claim)
+        if stage == "财务审批":
+            return self.has_privileged_claim_access(current_user) and not self.is_claim_owned_by_current_user(
+                claim,
+                current_user,
+            )
+        return False

    def can_approve_claim(self, current_user: CurrentUserContext, claim: ExpenseClaim) -> bool:
        stage = str(claim.approval_stage or "").strip()
@@ -131,7 +115,10 @@ class ExpenseClaimAccessPolicy:
            return self.is_current_direct_manager_approver(current_user, claim)
        if stage == "财务审批":
            role_codes = self.normalize_role_codes(current_user)
-            return current_user.is_admin or "finance" in role_codes
+            return (
+                (current_user.is_admin or "finance" in role_codes)
+                and not self.is_claim_owned_by_current_user(claim, current_user)
+            )
        return False

    def is_current_direct_manager_approver(self, current_user: CurrentUserContext, claim: ExpenseClaim) -> bool:
--- a/server/src/app/services/expense_claim_constants.py
+++ b/server/src/app/services/expense_claim_constants.py
@@ -220,6 +220,11 @@ RETURN_REASON_OPTIONS = {
    "business_explanation": "业务事由/地点/人员信息不完整",
    "duplicate_or_abnormal": "疑似重复或异常票据",
    "approval_question": "审批人需要补充说明",
+    "application_info_incomplete": "申请信息不完整",
+    "application_business_need_unclear": "业务必要性说明不足",
+    "application_budget_basis_missing": "预算测算依据不足",
+    "application_policy_mismatch": "制度口径不匹配",
+    "application_attachment_needed": "前置材料需补充",
 }
 MAX_CLAIM_NO_RETRY_ATTEMPTS = 3
 DOCUMENT_DATE_PATTERN = re.compile(
--- a/server/src/app/services/expense_claims.py
+++ b/server/src/app/services/expense_claims.py
@@ -578,10 +578,26 @@ class ExpenseClaimService(
        previous_status = str(claim.status or "").strip()
        previous_stage = str(claim.approval_stage or "").strip() or "未标记审批环节"
        previous_stage_key = self._normalize_return_stage_key(previous_stage)
+        is_application_claim = self._is_expense_application_claim(claim)
+        is_direct_manager_return = previous_stage_key == "direct_manager"
+        return_event_type = (
+            "expense_application_return"
+            if is_application_claim and is_direct_manager_return
+            else "expense_claim_return"
+        )
+        return_label = (
+            "领导退回"
+            if is_application_claim and is_direct_manager_return
+            else "人工退回"
+        )
        return_reason = str(reason or "").strip()
        reason_code_payload = self._normalize_return_reason_code_payload(reason_codes)
        normalized_reason_codes = reason_code_payload["reason_codes"]
        unknown_reason_codes = reason_code_payload["unknown_reason_codes"]
+        if is_application_claim and is_direct_manager_return and not any(
+            code.startswith("application_") for code in normalized_reason_codes
+        ):
+            raise ValueError("申请单退回必须选择至少一个退单类型。")
        risk_points = [RETURN_REASON_OPTIONS[code] for code in normalized_reason_codes]
        existing_return_flags = self._collect_return_flags(claim.risk_flags_json)
        return_count = len(existing_return_flags) + 1
@@ -600,12 +616,17 @@ class ExpenseClaimService(
        message = return_reason or self._build_default_return_message(operator=operator, risk_points=risk_points)
        return_flag = {
            "source": "manual_return",
-            "event_type": "expense_claim_return",
+            "event_type": return_event_type,
            "return_event_id": str(uuid.uuid4()),
            "severity": "medium",
-            "label": "人工退回",
+            "label": return_label,
+            "node_key": "returned",
+            "node_label": "退回",
+            "approval_node": "退回",
            "message": message,
            "reason": return_reason,
+            "opinion": message,
+            "leader_opinion": message if is_application_claim and is_direct_manager_return else "",
            "reason_codes": normalized_reason_codes,
            "risk_points": risk_points,
            "operator": operator,
--- a/server/tests/test_expense_claim_service.py
+++ b/server/tests/test_expense_claim_service.py
@@ -2791,7 +2791,7 @@ def test_finance_can_return_but_cannot_delete_submitted_claim() -> None:
            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",
+            approval_stage="财务审批",
            risk_flags_json=[],
        )
        db.add(claim)
@@ -3050,6 +3050,63 @@ def test_direct_manager_can_approve_subordinate_claim_to_finance_review() -> Non
        )


+def test_manager_cannot_operate_own_claim_submitted_to_direct_manager() -> None:
+    current_user = CurrentUserContext(
+        username="manager-own-approval@example.com",
+        name="李经理",
+        role_codes=["manager"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        superior = Employee(
+            employee_no="E8112",
+            name="王总",
+            email="superior-own-approval@example.com",
+        )
+        manager = Employee(
+            employee_no="E8113",
+            name="李经理",
+            email="manager-own-approval@example.com",
+            manager=superior,
+        )
+        db.add_all([superior, manager])
+        db.flush()
+        claim = ExpenseClaim(
+            claim_no="EXP-APP-SELF-201",
+            employee_id=manager.id,
+            employee_name="李经理",
+            department_name="市场部",
+            project_code="PRJ-A",
+            expense_type="transport",
+            reason="交通报销",
+            location="上海",
+            amount=Decimal("66.00"),
+            currency="CNY",
+            invoice_count=1,
+            occurred_at=datetime(2026, 5, 12, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2026, 5, 12, 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
+        service = ExpenseClaimService(db)
+
+        with pytest.raises(ValueError, match="当前直属领导审批人"):
+            service.approve_claim(claim_id, current_user, opinion="同意")
+
+        with pytest.raises(ValueError, match="当前审批人"):
+            service.return_claim(claim_id, current_user, reason="退回")
+
+        db.refresh(claim)
+        assert claim.status == "submitted"
+        assert claim.approval_stage == "直属领导审批"
+        assert claim.risk_flags_json == []
+
+
 def test_application_submit_skips_ai_review_and_receipt_requirements(monkeypatch: pytest.MonkeyPatch) -> None:
    current_user = CurrentUserContext(
        username="application-owner@example.com",
@@ -3359,6 +3416,92 @@ def test_direct_manager_can_approve_application_claim_to_reimbursement_draft() -
        )


+def test_direct_manager_return_application_claim_records_return_node_and_opinion() -> None:
+    manager_user = CurrentUserContext(
+        username="manager-application-return@example.com",
+        name="李经理",
+        role_codes=["manager"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        manager = Employee(
+            employee_no="E8114",
+            name="李经理",
+            email="manager-application-return@example.com",
+        )
+        employee = Employee(
+            employee_no="E8115",
+            name="张三",
+            email="zhangsan-application-return@example.com",
+            manager=manager,
+        )
+        db.add_all([manager, employee])
+        db.flush()
+        claim = ExpenseClaim(
+            claim_no="APP-20260525-RETURN",
+            employee_id=employee.id,
+            employee_name="张三",
+            department_name="交付部",
+            project_code="PRJ-A",
+            expense_type="travel_application",
+            reason="支撑国网服务器上线部署",
+            location="上海",
+            amount=Decimal("12000.00"),
+            currency="CNY",
+            invoice_count=0,
+            occurred_at=datetime(2026, 5, 25, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2026, 5, 25, 10, 0, tzinfo=UTC),
+            status="submitted",
+            approval_stage="直属领导审批",
+            risk_flags_json=[],
+        )
+        db.add(claim)
+        db.commit()
+
+        with pytest.raises(ValueError, match="退单类型"):
+            ExpenseClaimService(db).return_claim(
+                claim.id,
+                manager_user,
+                reason="预算说明不够清楚，请补充项目必要性。",
+            )
+        db.refresh(claim)
+        assert claim.status == "submitted"
+        assert claim.risk_flags_json == []
+
+        returned = ExpenseClaimService(db).return_claim(
+            claim.id,
+            manager_user,
+            reason="预算说明不够清楚，请补充项目必要性。",
+            reason_codes=["application_business_need_unclear", "application_budget_basis_missing"],
+        )
+
+        assert returned is not None
+        assert returned.status == "returned"
+        assert returned.approval_stage == "待提交"
+        return_event = next(
+            flag
+            for flag in returned.risk_flags_json
+            if isinstance(flag, dict) and flag.get("event_type") == "expense_application_return"
+        )
+        assert return_event["label"] == "领导退回"
+        assert return_event["node_key"] == "returned"
+        assert return_event["node_label"] == "退回"
+        assert return_event["approval_node"] == "退回"
+        assert return_event["operator"] == "李经理"
+        assert return_event["opinion"] == "预算说明不够清楚，请补充项目必要性。"
+        assert return_event["leader_opinion"] == "预算说明不够清楚，请补充项目必要性。"
+        assert return_event["return_stage"] == "直属领导审批"
+        assert return_event["return_stage_key"] == "direct_manager"
+        assert return_event["reason_codes"] == [
+            "application_business_need_unclear",
+            "application_budget_basis_missing",
+        ]
+        assert return_event["risk_points"] == ["业务必要性说明不足", "预算测算依据不足"]
+        assert return_event["next_status"] == "returned"
+        assert return_event["next_approval_stage"] == "待提交"
+
+
 def test_application_approval_transfers_budget_reservation_to_reimbursement_draft() -> None:
    owner = CurrentUserContext(
        username="application-budget-owner-approve@example.com",
@@ -3554,6 +3697,55 @@ def test_finance_approve_reimbursement_consumes_budget_reservation() -> None:
        )


+def test_finance_cannot_operate_own_claim_in_finance_stage() -> None:
+    current_user = CurrentUserContext(
+        username="finance-own-approval@example.com",
+        name="财务",
+        role_codes=["finance"],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        employee = Employee(
+            employee_no="E8124",
+            name="财务",
+            email="finance-own-approval@example.com",
+        )
+        db.add(employee)
+        db.flush()
+        claim = ExpenseClaim(
+            claim_no="RE-20260525-FINANCE-SELF",
+            employee_id=employee.id,
+            employee_name="财务",
+            department_name="财务部",
+            project_code=None,
+            expense_type="travel",
+            reason="差旅报销",
+            location="上海",
+            amount=Decimal("800.00"),
+            currency="CNY",
+            invoice_count=1,
+            occurred_at=datetime(2026, 5, 25, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2026, 5, 25, 10, 0, tzinfo=UTC),
+            status="submitted",
+            approval_stage="财务审批",
+            risk_flags_json=[],
+        )
+        db.add(claim)
+        db.commit()
+        service = ExpenseClaimService(db)
+
+        with pytest.raises(ValueError, match="财务终审"):
+            service.approve_claim(claim.id, current_user, opinion="同意入账")
+        with pytest.raises(ValueError, match="可以退回"):
+            service.return_claim(claim.id, current_user, reason="退回")
+
+        db.refresh(claim)
+        assert claim.status == "submitted"
+        assert claim.approval_stage == "财务审批"
+        assert claim.risk_flags_json == []
+
+
 def test_finance_can_approve_claim_to_archive_stage() -> None:
    current_user = CurrentUserContext(
        username="finance-approve@example.com",
@@ -3655,7 +3847,13 @@ def test_return_claim_rejects_already_returned_claim_without_adding_event() -> N


 def test_return_claim_records_each_return_event_with_stage_reason_and_counts() -> None:
-    current_user = CurrentUserContext(
+    manager_user = CurrentUserContext(
+        username="manager-return-count@example.com",
+        name="李经理",
+        role_codes=["manager"],
+        is_admin=False,
+    )
+    finance_user = CurrentUserContext(
        username="finance-return@example.com",
        name="财务复核",
        role_codes=["finance"],
@@ -3663,8 +3861,22 @@ def test_return_claim_records_each_return_event_with_stage_reason_and_counts() -
    )

    with build_session() as db:
+        manager = Employee(
+            employee_no="E8130",
+            name="李经理",
+            email="manager-return-count@example.com",
+        )
+        employee = Employee(
+            employee_no="E8131",
+            name="张三",
+            email="zhangsan-return-count@example.com",
+            manager=manager,
+        )
+        db.add_all([manager, employee])
+        db.flush()
        claim = ExpenseClaim(
            claim_no="EXP-RET-301",
+            employee_id=employee.id,
            employee_name="张三",
            department_name="市场部",
            project_code="PRJ-A",
@@ -3687,7 +3899,7 @@ def test_return_claim_records_each_return_event_with_stage_reason_and_counts() -
        service = ExpenseClaimService(db)
        first_returned = service.return_claim(
            claim_id,
-            current_user,
+            manager_user,
            reason="发票金额与明细金额不一致，请重新核对。",
            reason_codes=["invoice_mismatch", "business_explanation"],
        )
@@ -3700,7 +3912,7 @@ def test_return_claim_records_each_return_event_with_stage_reason_and_counts() -

        second_returned = service.return_claim(
            claim_id,
-            current_user,
+            finance_user,
            reason="超标说明仍不完整，请补充制度例外依据。",
            reason_codes=["over_policy"],
        )
@@ -3718,7 +3930,7 @@ def test_return_claim_records_each_return_event_with_stage_reason_and_counts() -
        assert return_events[0]["reason_codes"] == ["invoice_mismatch", "business_explanation"]
        assert return_events[0]["risk_points"] == ["票据类型/金额与明细不一致", "业务事由/地点/人员信息不完整"]
        assert return_events[0]["reason"] == "发票金额与明细金额不一致，请重新核对。"
-        assert return_events[0]["operator_role_codes"] == ["finance"]
+        assert return_events[0]["operator_role_codes"] == ["manager"]
        assert return_events[1]["return_count"] == 2
        assert return_events[1]["stage_return_count"] == 1
        assert return_events[1]["return_stage"] == "财务审批"
--- a/web/src/assets/styles/views/travel-request-detail-view.css
+++ b/web/src/assets/styles/views/travel-request-detail-view.css
@@ -691,41 +691,6 @@
  gap: 8px;
 }

-.leader-approval-card {
-  border-color: rgba(var(--theme-primary-rgb), .18);
-  background: linear-gradient(180deg, #ffffff 0%, var(--theme-primary-soft) 100%);
-}
-
-.leader-approval-card textarea {
-  min-height: 96px;
-  background: #fff;
-  color: #0f172a;
-}
-
-.leader-approval-card textarea:focus {
-  outline: 0;
-  border-color: rgba(var(--theme-primary-rgb), .5);
-  box-shadow: 0 0 0 3px var(--theme-focus-ring);
-}
-
-.leader-opinion-meta {
-  display: flex;
-  align-items: center;
-  justify-content: space-between;
-  gap: 12px;
-  margin-top: 8px;
-  color: #64748b;
-  font-size: 12px;
-  line-height: 1.5;
-}
-
-.leader-opinion-meta strong {
-  flex: 0 0 auto;
-  color: var(--theme-primary-active);
-  font-weight: 850;
-}
-
-
 .application-leader-opinion {
  display: grid;
  gap: 10px;
@@ -763,14 +728,103 @@
  font-size: 14px;
 }

-.inline-leader-opinion {
-  padding: 0;
-  border: 0;
-  background: transparent;
+.application-leader-opinion-timeline {
+  position: relative;
+  display: grid;
+  gap: 10px;
+  padding-left: 18px;
 }

-.application-leader-opinion-display {
-  min-height: 64px;
+.application-leader-opinion-timeline::before {
+  content: "";
+  position: absolute;
+  top: 6px;
+  bottom: 6px;
+  left: 5px;
+  width: 1px;
+  background: #dbe4ee;
+}
+
+.application-leader-opinion-event {
+  position: relative;
+  display: grid;
+  gap: 8px;
+  padding: 12px 14px;
+  border: 1px solid #dbe4ee;
+  border-radius: 8px;
+  background: #ffffff;
+}
+
+.application-leader-opinion-event::before {
+  content: "";
+  position: absolute;
+  top: 17px;
+  left: -18px;
+  width: 9px;
+  height: 9px;
+  border: 2px solid #ffffff;
+  border-radius: 999px;
+  background: var(--theme-primary, #3a7ca5);
+  box-shadow: 0 0 0 1px rgba(var(--theme-primary-rgb, 58, 124, 165), .34);
+}
+
+.application-leader-opinion-event.danger::before {
+  background: #dc2626;
+  box-shadow: 0 0 0 1px rgba(220, 38, 38, .32);
+}
+
+.application-leader-opinion-event.success::before {
+  background: #16a34a;
+  box-shadow: 0 0 0 1px rgba(22, 163, 74, .32);
+}
+
+.application-leader-opinion-event-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+}
+
+.application-leader-opinion-event-head span {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  color: #0f172a;
+  font-size: 14px;
+  font-weight: 850;
+}
+
+.application-leader-opinion-event-head i {
+  color: var(--theme-primary-active, #255b7d);
+  font-size: 16px;
+}
+
+.application-leader-opinion-event.danger .application-leader-opinion-event-head i {
+  color: #dc2626;
+}
+
+.application-leader-opinion-event.success .application-leader-opinion-event-head i {
+  color: #16a34a;
+}
+
+.application-leader-opinion-event-head time,
+.application-leader-opinion-event footer {
+  color: #64748b;
+  font-size: 12px;
+  font-weight: 720;
+}
+
+.application-leader-opinion-event p {
+  margin: 0;
+  color: #334155;
+  font-size: 13px;
+  line-height: 1.65;
+}
+
+.application-leader-opinion-event footer {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
 }

 .detail-expense-table {
--- a/web/src/components/shared/ReturnReasonDialog.vue
+++ b/web/src/components/shared/ReturnReasonDialog.vue
@@ -1,7 +1,7 @@
 <template>
  <ConfirmDialog
    :open="open"
-    badge="退回单据"
+    :badge="dialogBadge"
    badge-tone="warning"
    :title="title"
    :description="description"
@@ -17,8 +17,8 @@
  >
    <div class="return-reason-dialog">
      <div class="return-reason-section">
-        <span>默认风险点</span>
-        <div class="return-reason-options" role="group" aria-label="默认退回风险点">
+        <span>{{ optionsTitle }}</span>
+        <div class="return-reason-options" role="group" :aria-label="optionsAriaLabel">
          <label
            v-for="option in options"
            :key="option.code"
@@ -29,11 +29,13 @@
              type="checkbox"
              :value="option.code"
              :disabled="busy"
+              @change="handleOptionChange"
            />
            <i :class="option.icon"></i>
            <strong>{{ option.label }}</strong>
          </label>
        </div>
+        <small v-if="selectionError" class="error">{{ selectionError }}</small>
      </div>

      <label class="return-reason-section">
@@ -42,11 +44,11 @@
          v-model="reasonText"
          rows="4"
          :disabled="busy"
-          placeholder="请写清楚需要申请人补充或修改的内容，例如：发票金额与明细金额不一致，请重新上传正确票据。"
+          :placeholder="reasonPlaceholder"
          @input="touched = true"
        ></textarea>
        <small :class="{ error: reasonError }">
-          {{ reasonError || '会同步记录到退单埋点，并展示给申请人。' }}
+          {{ validationMessage }}
        </small>
      </label>
    </div>
@@ -58,7 +60,7 @@ import { computed, ref, watch } from 'vue'

 import ConfirmDialog from './ConfirmDialog.vue'

-const RETURN_REASON_OPTIONS = [
+const CLAIM_RETURN_REASON_OPTIONS = [
  { code: 'missing_attachment', label: '附件缺失或不清晰', icon: 'mdi mdi-paperclip-alert' },
  { code: 'invoice_mismatch', label: '票据类型/金额与明细不一致', icon: 'mdi mdi-file-compare' },
  { code: 'over_policy', label: '超出制度标准或缺少超标说明', icon: 'mdi mdi-scale-unbalanced' },
@@ -67,10 +69,44 @@ const RETURN_REASON_OPTIONS = [
  { code: 'approval_question', label: '审批人需要补充说明', icon: 'mdi mdi-comment-question-outline' }
 ]

+const APPLICATION_RETURN_REASON_OPTIONS = [
+  {
+    code: 'application_info_incomplete',
+    label: '申请信息不完整',
+    icon: 'mdi mdi-form-textbox',
+    defaultReason: '请补充出差时间、地点、事由、天数或出行方式等关键信息后重新提交。'
+  },
+  {
+    code: 'application_business_need_unclear',
+    label: '业务必要性说明不足',
+    icon: 'mdi mdi-briefcase-question-outline',
+    defaultReason: '请说明本次申请对应的项目、客户或任务背景，以及必须现场处理的原因。'
+  },
+  {
+    code: 'application_budget_basis_missing',
+    label: '预算测算依据不足',
+    icon: 'mdi mdi-calculator-variant-outline',
+    defaultReason: '请补充预计住宿、交通、补贴等费用构成及测算依据，便于判断预算合理性。'
+  },
+  {
+    code: 'application_policy_mismatch',
+    label: '制度口径不匹配',
+    icon: 'mdi mdi-scale-balance',
+    defaultReason: '当前申请与差旅制度口径存在不一致，请核对职级、目的地、天数或费用标准后调整。'
+  },
+  {
+    code: 'application_attachment_needed',
+    label: '前置材料需补充',
+    icon: 'mdi mdi-file-document-plus-outline',
+    defaultReason: '请补充会议通知、客户邀约、项目安排或其他能支撑申请必要性的材料。'
+  }
+]
+
 const props = defineProps({
  open: { type: Boolean, default: false },
  busy: { type: Boolean, default: false },
  claimNo: { type: String, default: '' },
+  application: { type: Boolean, default: false },
  title: { type: String, default: '确认退回该单据吗？' },
  description: {
    type: String,
@@ -83,15 +119,40 @@ const emit = defineEmits(['close', 'confirm'])
 const selectedCodes = ref([])
 const reasonText = ref('')
 const touched = ref(false)
+const selectionTouched = ref(false)
+const lastAutoReason = ref('')

-const options = computed(() => RETURN_REASON_OPTIONS)
+const options = computed(() => (props.application ? APPLICATION_RETURN_REASON_OPTIONS : CLAIM_RETURN_REASON_OPTIONS))
+const dialogBadge = computed(() => (props.application ? '退回申请' : '退回单据'))
+const optionsTitle = computed(() => (props.application ? '退单选项' : '默认风险点'))
+const optionsAriaLabel = computed(() => (props.application ? '申请退单选项' : '默认退回风险点'))
+const reasonPlaceholder = computed(() => (
+  props.application
+    ? '请选择退单选项，系统会自动带入默认理由。领导可按实际情况继续修改。'
+    : '请写清楚需要申请人补充或修改的内容，例如：发票金额与明细金额不一致，请重新上传正确票据。'
+))
 const trimmedReason = computed(() => reasonText.value.trim())
+const selectionError = computed(() => {
+  if (!props.application || !selectionTouched.value || selectedCodes.value.length > 0) {
+    return ''
+  }
+  return '请选择至少一个退单选项，便于后续看板统计。'
+})
 const reasonError = computed(() => {
  if (!touched.value || trimmedReason.value.length >= 6) {
    return ''
  }
  return '请至少填写 6 个字的明确退单理由。'
 })
+const validationMessage = computed(() => (
+  selectionError.value
+  || reasonError.value
+  || (
+    props.application
+      ? '退单选项会写入结构化埋点，理由会展示给申请人。'
+      : '会同步记录到退单埋点，并展示给申请人。'
+  )
+))

 watch(
  () => props.open,
@@ -100,10 +161,33 @@ watch(
      selectedCodes.value = []
      reasonText.value = ''
      touched.value = false
+      selectionTouched.value = false
+      lastAutoReason.value = ''
    }
  }
 )

+watch(selectedCodes, () => {
+  if (!props.application) {
+    return
+  }
+
+  const defaultReason = selectedCodes.value
+    .map((code) => options.value.find((option) => option.code === code)?.defaultReason || '')
+    .filter(Boolean)
+    .join('\n')
+
+  const canAutoFill = !touched.value || !reasonText.value.trim() || reasonText.value === lastAutoReason.value
+  if (canAutoFill) {
+    reasonText.value = defaultReason
+  }
+  lastAutoReason.value = defaultReason
+})
+
+function handleOptionChange() {
+  selectionTouched.value = true
+}
+
 function handleClose() {
  if (!props.busy) {
    emit('close')
@@ -112,7 +196,8 @@ function handleClose() {

 function handleConfirm() {
  touched.value = true
-  if (trimmedReason.value.length < 6 || props.busy) {
+  selectionTouched.value = true
+  if ((props.application && selectedCodes.value.length === 0) || trimmedReason.value.length < 6 || props.busy) {
    return
  }

--- a/web/src/components/travel/TravelRequestApprovalDialog.vue
+++ b/web/src/components/travel/TravelRequestApprovalDialog.vue
@@ -27,11 +27,27 @@
        <span>{{ summaryLabel }}</span>
        <strong>{{ nextStage }}</strong>
      </div>
-      <div class="submit-confirm-row">
-        <span>{{ opinionTitle }}</span>
-        <strong>{{ normalizedOpinion }}</strong>
-      </div>
    </div>
+
+    <label class="approval-opinion-field">
+      <span>
+        {{ opinionTitle }}
+        <em v-if="opinionRequired">必填</em>
+      </span>
+      <textarea
+        :value="currentOpinion"
+        maxlength="500"
+        :required="opinionRequired"
+        :disabled="busy"
+        :placeholder="opinionPlaceholder"
+        :aria-label="opinionTitle"
+        @input="handleOpinionInput"
+      ></textarea>
+      <small>
+        <span>{{ opinionHint }}</span>
+        <strong>{{ currentOpinion.length }}/500</strong>
+      </small>
+    </label>
  </ConfirmDialog>
 </template>

@@ -53,10 +69,83 @@ const props = defineProps({
  summaryLabel: { type: String, required: true },
  nextStage: { type: String, required: true },
  opinionTitle: { type: String, required: true },
-  opinion: { type: String, default: '' }
+  opinion: { type: String, default: '' },
+  opinionPlaceholder: { type: String, default: '' },
+  opinionHint: { type: String, default: '' },
+  opinionRequired: { type: Boolean, default: false }
 })

-const emit = defineEmits(['close', 'confirm'])
+const emit = defineEmits(['close', 'confirm', 'update:opinion'])

-const normalizedOpinion = computed(() => props.opinion.trim() || '未填写')
+const currentOpinion = computed(() => String(props.opinion || ''))
+
+function handleOpinionInput(event) {
+  emit('update:opinion', event.target.value)
+}
 </script>
+
+<style scoped>
+.approval-opinion-field {
+  display: grid;
+  gap: 8px;
+  margin-top: 14px;
+}
+
+.approval-opinion-field > span {
+  display: inline-flex;
+  align-items: center;
+  gap: 8px;
+  color: #334155;
+  font-size: 12px;
+  font-weight: 850;
+}
+
+.approval-opinion-field em {
+  border-radius: 999px;
+  padding: 2px 7px;
+  background: rgba(var(--theme-primary-rgb), .1);
+  color: var(--theme-primary-active);
+  font-style: normal;
+  font-size: 11px;
+  font-weight: 850;
+}
+
+.approval-opinion-field textarea {
+  width: 100%;
+  min-height: 96px;
+  resize: vertical;
+  padding: 12px;
+  border: 1px solid #d7e0ea;
+  border-radius: 8px;
+  background: #fff;
+  color: #0f172a;
+  font-size: 13px;
+  line-height: 1.6;
+  outline: none;
+}
+
+.approval-opinion-field textarea:focus {
+  border-color: rgba(var(--theme-primary-rgb), .5);
+  box-shadow: 0 0 0 3px var(--theme-focus-ring);
+}
+
+.approval-opinion-field small {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+  color: #64748b;
+  font-size: 12px;
+  line-height: 1.5;
+}
+
+.approval-opinion-field small span {
+  min-width: 0;
+}
+
+.approval-opinion-field small strong {
+  flex: 0 0 auto;
+  color: var(--theme-primary-active);
+  font-weight: 850;
+}
+</style>
--- a/web/src/components/travel/TravelRequestReturnDialog.vue
+++ b/web/src/components/travel/TravelRequestReturnDialog.vue
@@ -4,6 +4,7 @@
    :title="title"
    :description="description"
    :busy="busy"
+    :application="application"
    @close="emit('close')"
    @confirm="emit('confirm', $event)"
  />
@@ -16,7 +17,8 @@ defineProps({
  open: { type: Boolean, required: true },
  title: { type: String, required: true },
  description: { type: String, required: true },
-  busy: { type: Boolean, required: true }
+  busy: { type: Boolean, required: true },
+  application: { type: Boolean, default: false }
 })

 const emit = defineEmits(['close', 'confirm'])
--- a/web/src/composables/useRequests.js
+++ b/web/src/composables/useRequests.js
@@ -426,6 +426,29 @@ function resolveDisplayName(...values) {
  return ''
 }

+function resolveApplicationApproverName(claim) {
+  return resolveDisplayName(
+    claim?.manager_name,
+    claim?.managerName,
+    claim?.profile_manager,
+    claim?.profileManager,
+    claim?.direct_manager_name,
+    claim?.directManagerName
+  ) || '直属领导'
+}
+
+function resolveProgressDisplayLabel(label, documentTypeCode, claim, approvalMeta) {
+  if (
+    documentTypeCode === DOCUMENT_TYPE_APPLICATION
+    && approvalMeta.key !== 'completed'
+    && normalizeText(label) === '直属领导审批'
+  ) {
+    return `等待 ${resolveApplicationApproverName(claim)} 批复`
+  }
+
+  return label
+}
+
 function getRiskFlags(claim) {
  return Array.isArray(claim?.risk_flags_json) ? claim.risk_flags_json : []
 }
@@ -488,6 +511,25 @@ function findLatestReturnEvent(claim) {
  )
 }

+function findLatestApplicationReturnEvent(claim) {
+  return getLatestEvent(
+    getRiskFlags(claim).filter((flag) => {
+      if (!flag || typeof flag !== 'object' || normalizeText(flag.source) !== 'manual_return') {
+        return false
+      }
+      const eventType = normalizeText(flag.event_type || flag.eventType)
+      const returnStage = normalizeText(flag.return_stage || flag.returnStage || flag.previous_approval_stage)
+      const stageKey = normalizeText(flag.return_stage_key || flag.returnStageKey)
+      return (
+        eventType === 'expense_application_return'
+        || stageKey === 'direct_manager'
+        || returnStage.includes('直属领导')
+        || returnStage.includes('领导审批')
+      )
+    })
+  )
+}
+
 function buildProgressStepMeta(time, detail = '', title = '') {
  return {
    time,
@@ -532,6 +574,28 @@ function buildCompletedStepMeta(claim, label) {
      const updatedAt = formatDateTime(claim?.updated_at)
      return buildProgressStepMeta('财务通过', updatedAt, `财务审批通过 ${updatedAt}`.trim())
    }
+
+    if (stepLabel === '直属领导审批') {
+      const returnEvent = findLatestApplicationReturnEvent(claim)
+      if (returnEvent) {
+        const handledAt = formatDateTime(returnEvent.created_at || returnEvent.createdAt)
+        return buildProgressStepMeta('已处理', handledAt, `直属领导已处理 ${handledAt}`.trim())
+      }
+    }
+  }
+
+  if (stepLabel === '退回') {
+    const returnEvent = findLatestApplicationReturnEvent(claim) || findLatestReturnEvent(claim)
+    if (returnEvent) {
+      const operator = resolveDisplayName(
+        returnEvent.operator,
+        returnEvent.operator_name,
+        returnEvent.operatorName,
+        claim?.manager_name
+      ) || '直属领导'
+      const returnedAt = formatDateTime(returnEvent.created_at || returnEvent.createdAt)
+      return buildProgressStepMeta(`${operator}退回`, returnedAt, `${operator}退回 ${returnedAt}`.trim())
+    }
  }

  if (stepLabel === '归档入账') {
@@ -574,13 +638,22 @@ function resolveCurrentStepStartedAt(claim, label) {

 function buildProgressSteps(approvalMeta, workflowNode, claim = {}, options = {}) {
  const documentTypeCode = String(options.documentTypeCode || '').trim()
+  const hasApplicationReturnStep = (
+    documentTypeCode === DOCUMENT_TYPE_APPLICATION
+    && Boolean(findLatestApplicationReturnEvent(claim))
+    && approvalMeta.key === 'supplement'
+  )
  const progressLabels =
    documentTypeCode === DOCUMENT_TYPE_APPLICATION
-      ? APPLICATION_PROGRESS_LABELS
+      ? hasApplicationReturnStep
+        ? ['创建申请', '直属领导审批', '退回', '待提交']
+        : APPLICATION_PROGRESS_LABELS
      : REIMBURSEMENT_PROGRESS_LABELS
  const currentIndex =
    documentTypeCode === DOCUMENT_TYPE_APPLICATION
-      ? resolveApplicationProgressCurrentIndex(approvalMeta, workflowNode)
+      ? hasApplicationReturnStep
+        ? 3
+        : resolveApplicationProgressCurrentIndex(approvalMeta, workflowNode)
      : resolveProgressCurrentIndex(approvalMeta, workflowNode)
  const currentTime =
    approvalMeta.key === 'completed'
@@ -592,11 +665,13 @@ function buildProgressSteps(approvalMeta, workflowNode, claim = {}, options = {}
          : '进行中'

  return progressLabels.map((label, index) => {
+    const displayLabel = resolveProgressDisplayLabel(label, documentTypeCode, claim, approvalMeta)
    if (approvalMeta.key === 'completed') {
      const stepMeta = buildCompletedStepMeta(claim, label)
      return {
        index: index + 1,
-        label,
+        label: displayLabel,
+        rawLabel: label,
        time: stepMeta.time,
        detail: stepMeta.detail,
        title: stepMeta.title,
@@ -610,7 +685,8 @@ function buildProgressSteps(approvalMeta, workflowNode, claim = {}, options = {}
      const stepMeta = buildCompletedStepMeta(claim, label)
      return {
        index: index + 1,
-        label,
+        label: displayLabel,
+        rawLabel: label,
        time: stepMeta.time,
        detail: stepMeta.detail,
        title: stepMeta.title,
@@ -624,10 +700,11 @@ function buildProgressSteps(approvalMeta, workflowNode, claim = {}, options = {}
      const stayDuration = formatDurationFrom(resolveCurrentStepStartedAt(claim, label))
      return {
        index: index + 1,
-        label,
+        label: displayLabel,
+        rawLabel: label,
        time: stayDuration ? `停留 ${stayDuration}` : currentTime,
        detail: '',
-        title: stayDuration ? `当前${label}已停留 ${stayDuration}` : currentTime,
+        title: stayDuration ? `当前${displayLabel}已停留 ${stayDuration}` : currentTime,
        done: false,
        active: true,
        current: true
@@ -636,7 +713,8 @@ function buildProgressSteps(approvalMeta, workflowNode, claim = {}, options = {}

    return {
      index: index + 1,
-      label,
+      label: displayLabel,
+      rawLabel: label,
      time: '待处理',
      detail: '',
      title: '待处理',
@@ -758,9 +836,13 @@ export function mapExpenseClaimToRequest(claim) {
    approvalTone: approvalMeta.tone,
    secondaryStatusLabel: isApplicationDocument ? '申请材料' : (typeCode === 'travel' ? '行程状态' : '票据状态'),
    secondaryStatusValue: isApplicationDocument
-      ? '已进入审批流程'
+      ? approvalMeta.key === 'supplement'
+        ? '领导已退回，待重新提交'
+        : '已进入审批流程'
      : (invoiceCount > 0 ? `已关联 ${invoiceCount} 张票据` : '待上传票据'),
-    secondaryStatusTone: isApplicationDocument ? 'success' : (invoiceCount > 0 ? 'success' : 'warning'),
+    secondaryStatusTone: isApplicationDocument
+      ? approvalMeta.key === 'supplement' ? 'warning' : 'success'
+      : (invoiceCount > 0 ? 'success' : 'warning'),
    riskSummary,
    attachmentSummary: isApplicationDocument ? '申请单' : (invoiceCount > 0 ? `${invoiceCount} 张票据` : '无'),
    expenseTableSummary: isApplicationDocument
--- a/web/src/utils/accessControl.js
+++ b/web/src/utils/accessControl.js
@@ -40,6 +40,21 @@ function normalizeRoleCode(value) {
  return roleCode === 'auditor' ? 'budget_monitor' : roleCode
 }

+function normalizeComparableText(value) {
+  return String(value || '').trim()
+}
+
+function collectIdentityNames(...values) {
+  return values
+    .map((value) => normalizeComparableText(value))
+    .filter(Boolean)
+}
+
+function identityIntersects(leftValues, rightValues) {
+  const rightSet = new Set(rightValues)
+  return leftValues.some((item) => rightSet.has(item))
+}
+
 function hasPlatformAdminIdentity(user) {
  if (!user) {
    return false
@@ -115,6 +130,49 @@ export function canApproveLeaderExpenseClaims(user) {
  return normalizedRoleCodes(user).some((roleCode) => CLAIM_LEADER_APPROVAL_ROLE_CODES.has(roleCode))
 }

+export function isCurrentRequestApplicant(request, user) {
+  const applicantNames = collectIdentityNames(
+    request?.person,
+    request?.employeeName,
+    request?.employee_name,
+    request?.profileName,
+    request?.applicant
+  )
+  const currentNames = collectIdentityNames(
+    user?.name,
+    user?.username,
+    user?.email,
+    user?.employeeNo,
+    user?.employee_no
+  )
+
+  return applicantNames.length > 0 && identityIntersects(applicantNames, currentNames)
+}
+
+export function isCurrentDirectManagerForRequest(request, user) {
+  if (isCurrentRequestApplicant(request, user)) {
+    return false
+  }
+
+  const managerNames = collectIdentityNames(
+    request?.profileManager,
+    request?.managerName,
+    request?.manager_name,
+    request?.directManagerName,
+    request?.direct_manager_name,
+    request?.manager
+  )
+  const currentNames = collectIdentityNames(
+    user?.name,
+    user?.username,
+    user?.email,
+    user?.employeeNo,
+    user?.employee_no
+  )
+
+  return managerNames.length > 0 && identityIntersects(managerNames, currentNames)
+}
+
 export function canAccessAppView(user, viewId) {
  if (!viewId || !user) {
    return false
--- a/web/src/utils/applicationApproval.js
+++ b/web/src/utils/applicationApproval.js
@@ -51,27 +51,86 @@ function getLatestEvent(events) {
  return sortedEvents.length ? sortedEvents[sortedEvents.length - 1] : null
 }

-export function findLeaderApprovalEvent(request) {
-  return getLatestEvent(
-    getRiskFlags(request).filter((flag) => {
-      const source = normalizeText(flag?.source)
-      const eventType = normalizeText(flag?.event_type || flag?.eventType)
-      const previousStage = normalizeText(flag?.previous_approval_stage || flag?.previousApprovalStage)
-      const nextStage = normalizeText(flag?.next_approval_stage || flag?.nextApprovalStage)
-      return (
-        source === 'manual_approval'
-        && (
-          eventType === 'expense_application_approval'
-          || previousStage.includes('直属领导')
-          || previousStage.includes('领导审批')
-          || nextStage.includes('财务')
-          || nextStage.includes('审批完成')
-        )
-      )
-    })
+function isLeaderApprovalEvent(flag) {
+  const source = normalizeText(flag?.source)
+  const eventType = normalizeText(flag?.event_type || flag?.eventType)
+  const previousStage = normalizeText(flag?.previous_approval_stage || flag?.previousApprovalStage)
+  const nextStage = normalizeText(flag?.next_approval_stage || flag?.nextApprovalStage)
+  return (
+    source === 'manual_approval'
+    && (
+      eventType === 'expense_application_approval'
+      || previousStage.includes('直属领导')
+      || previousStage.includes('领导审批')
+      || nextStage.includes('财务')
+      || nextStage.includes('审批完成')
+    )
  )
 }

+function isLeaderReturnEvent(flag) {
+  const source = normalizeText(flag?.source)
+  const eventType = normalizeText(flag?.event_type || flag?.eventType)
+  const returnStage = normalizeText(flag?.return_stage || flag?.returnStage || flag?.previous_approval_stage)
+  const stageKey = normalizeText(flag?.return_stage_key || flag?.returnStageKey)
+  return (
+    source === 'manual_return'
+    && (
+      eventType === 'expense_application_return'
+      || stageKey === 'direct_manager'
+      || returnStage.includes('直属领导')
+      || returnStage.includes('领导审批')
+    )
+  )
+}
+
+export function findLeaderApprovalEvent(request) {
+  return getLatestEvent(getRiskFlags(request).filter(isLeaderApprovalEvent))
+}
+
+export function buildLeaderApprovalEvents(request) {
+  return getRiskFlags(request)
+    .filter((flag) => isLeaderApprovalEvent(flag) || isLeaderReturnEvent(flag))
+    .map((event) => {
+      const returned = isLeaderReturnEvent(event)
+      const rawTime = event.created_at || event.createdAt
+      const operator = resolveDisplayName(
+        event.operator,
+        event.operator_name,
+        event.operatorName,
+        request?.profileManager,
+        request?.managerName
+      ) || '直属领导'
+      const time = formatDateTime(rawTime)
+      const opinion = normalizeText(event.opinion)
+        || normalizeText(event.leader_opinion || event.leaderOpinion)
+        || normalizeText(event.reason)
+        || normalizeText(event.message)
+        || (returned ? '已退回申请，请申请人补充后重新提交。' : '已审批通过。')
+      const returnCount = Number(event.return_count || event.returnCount || 0)
+      return {
+        id: normalizeText(event.return_event_id || event.returnEventId || event.approval_event_id || event.approvalEventId)
+          || `${returned ? 'return' : 'approval'}-${event.created_at || event.createdAt || opinion}`,
+        type: returned ? 'returned' : 'approved',
+        tone: returned ? 'danger' : 'success',
+        title: returned ? '领导退回' : '领导审批通过',
+        operator,
+        time,
+        sortAt: rawTime,
+        opinion,
+        returnCount,
+        meta: [operator ? `${operator}${returned ? '退回' : '通过'}` : '', time].filter(Boolean).join(' · ')
+      }
+    })
+    .sort((left, right) => {
+      const leftDate = toDate(left.sortAt)
+      const rightDate = toDate(right.sortAt)
+      if (!leftDate || !rightDate) return 0
+      return leftDate.getTime() - rightDate.getTime()
+    })
+    .map(({ sortAt, ...event }) => event)
+}
+
 export function buildLeaderApprovalInfo(request) {
  const event = findLeaderApprovalEvent(request)
  if (!event) {
--- a/web/src/utils/approvalInbox.js
+++ b/web/src/utils/approvalInbox.js
@@ -1,23 +1,18 @@
 import { mapExpenseClaimToRequest } from '../composables/useRequests.js'
 import {
  canApproveLeaderExpenseClaims,
-  canManageExpenseClaims,
+  isCurrentDirectManagerForRequest,
+  isCurrentRequestApplicant,
  isFinanceUser
 } from './accessControl.js'

 export function canProcessApprovalRequest(request, currentUser) {
  const node = String(request?.workflowNode || '').trim()
-  const currentName = String(currentUser?.name || '').trim()
-  const applicantName = String(request?.person || request?.employeeName || '').trim()

-  if (currentName && applicantName && currentName === applicantName) {
+  if (isCurrentRequestApplicant(request, currentUser)) {
    return false
  }

-  if (canManageExpenseClaims(currentUser)) {
-    return true
-  }
-
  if (isFinanceUser(currentUser) && node.includes('财务')) {
    return true
  }
@@ -29,7 +24,11 @@ export function canProcessApprovalRequest(request, currentUser) {
    || node.includes('负责人审批')
  )

-  return canApproveLeaderExpenseClaims(currentUser) && isLeaderApprovalNode
+  return (
+    canApproveLeaderExpenseClaims(currentUser)
+    && isLeaderApprovalNode
+    && isCurrentDirectManagerForRequest(request, currentUser)
+  )
 }

 export function listPendingApprovalRequests(claimsPayload, currentUser) {
--- a/web/src/utils/documentCenterRows.js
+++ b/web/src/utils/documentCenterRows.js
@@ -45,3 +45,22 @@ export function isArchivedDocumentRow(row) {
 export function excludeArchivedDocumentRows(rows) {
  return (Array.isArray(rows) ? rows : []).filter((row) => !isArchivedDocumentRow(row))
 }
+
+export function isApplicationApprovalRow(row) {
+  if (!row) {
+    return false
+  }
+
+  const statusGroup = String(row.statusGroup || '').trim()
+  return statusGroup === 'in_progress' && isApplicationRequestLike(row.rawRequest || row)
+}
+
+export function filterApplicationScopeNewRows(rows) {
+  return (Array.isArray(rows) ? rows : []).filter((row) => !isApplicationApprovalRow(row))
+}
+
+export function prepareApplicationScopeRows(rows) {
+  return (Array.isArray(rows) ? rows : [])
+    .filter((row) => isApplicationRequestLike(row.rawRequest || row))
+    .map((row) => (isApplicationApprovalRow(row) ? { ...row, isNewDocument: false } : row))
+}
--- 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
  }
 }
--- a/web/tests/accessControl.test.mjs
+++ b/web/tests/accessControl.test.mjs
@@ -6,6 +6,8 @@ import {
  canAccessAppView,
  canDeleteArchivedExpenseClaims,
  canEditBudgetCenter,
+  isCurrentDirectManagerForRequest,
+  isCurrentRequestApplicant,
  canManageExpenseClaims,
  canReturnExpenseClaims,
  canSwitchBudgetDepartments
@@ -87,7 +89,33 @@ test('users with both finance and manager roles can process both relevant stages
    true
  )
  assert.equal(
-    canProcessApprovalRequest({ workflowNode: '直属领导审批', person: '张三' }, financeManagerUser),
+    canProcessApprovalRequest(
+      { workflowNode: '直属领导审批', person: '张三', managerName: '李经理' },
+      financeManagerUser
+    ),
    true
  )
+  assert.equal(
+    canProcessApprovalRequest(
+      { workflowNode: '直属领导审批', person: '李经理', managerName: '王总' },
+      financeManagerUser
+    ),
+    false
+  )
+  assert.equal(
+    canProcessApprovalRequest(
+      { workflowNode: '直属领导审批', person: '张三', managerName: '王总' },
+      financeManagerUser
+    ),
+    false
+  )
+})
+
+test('direct-manager approval helpers only match claims pushed to the current user', () => {
+  const managerUser = { roleCodes: ['manager'], name: '李经理', username: 'manager@example.com' }
+
+  assert.equal(isCurrentRequestApplicant({ person: '李经理', managerName: '王总' }, managerUser), true)
+  assert.equal(isCurrentDirectManagerForRequest({ person: '李经理', managerName: '王总' }, managerUser), false)
+  assert.equal(isCurrentDirectManagerForRequest({ person: '张三', managerName: '李经理' }, managerUser), true)
+  assert.equal(isCurrentDirectManagerForRequest({ person: '张三', managerName: '王总' }, managerUser), false)
 })
--- a/web/tests/application-approval-info.test.mjs
+++ b/web/tests/application-approval-info.test.mjs
@@ -2,6 +2,7 @@ import assert from 'node:assert/strict'
 import test from 'node:test'

 import {
+  buildLeaderApprovalEvents,
  buildLeaderApprovalInfo,
  resolveGeneratedDraftClaimNo
 } from '../src/utils/applicationApproval.js'
@@ -52,3 +53,56 @@ test('resolveGeneratedDraftClaimNo reads approval response payload', () => {
    'EXP-202605-0012'
  )
 })
+
+test('buildLeaderApprovalEvents returns leader return and approval timeline in event order', () => {
+  const events = buildLeaderApprovalEvents({
+    profileManager: 'Fallback Manager',
+    riskFlags: [
+      {
+        source: 'manual_approval',
+        event_type: 'expense_application_approval',
+        operator: 'Leader Li',
+        opinion: 'Approved after supplement.',
+        approval_event_id: 'approval-1',
+        created_at: '2026-05-25T11:00:00'
+      },
+      {
+        source: 'manual_return',
+        event_type: 'expense_application_return',
+        operator: 'manager@example.com',
+        operator_name: 'Leader Li',
+        reason: 'Need clearer budget explanation.',
+        return_count: 1,
+        return_event_id: 'return-1',
+        created_at: '2026-05-25T09:00:00'
+      }
+    ]
+  })
+
+  assert.deepEqual(events.map((event) => event.id), ['return-1', 'approval-1'])
+  assert.deepEqual(events.map((event) => event.type), ['returned', 'approved'])
+  assert.deepEqual(events.map((event) => event.tone), ['danger', 'success'])
+  assert.equal(events[0].operator, 'Leader Li')
+  assert.equal(events[0].opinion, 'Need clearer budget explanation.')
+  assert.equal(events[0].returnCount, 1)
+  assert.equal(events[0].time, '2026-05-25 09:00')
+  assert.equal(Object.hasOwn(events[0], 'sortAt'), false)
+})
+
+test('buildLeaderApprovalEvents hides empty or unrelated return state', () => {
+  assert.deepEqual(buildLeaderApprovalEvents({ riskFlags: [] }), [])
+  assert.deepEqual(
+    buildLeaderApprovalEvents({
+      riskFlags: [
+        {
+          source: 'manual_return',
+          event_type: 'expense_claim_return',
+          return_stage_key: 'finance',
+          reason: 'Finance return should not render as leader application opinion.',
+          created_at: '2026-05-25T09:00:00'
+        }
+      ]
+    }),
+    []
+  )
+})
--- a/web/tests/document-center-archived-scope.test.mjs
+++ b/web/tests/document-center-archived-scope.test.mjs
@@ -3,6 +3,8 @@ import test from 'node:test'

 import {
  excludeArchivedDocumentRows,
+  filterApplicationScopeNewRows,
+  prepareApplicationScopeRows,
  isArchivedDocumentRow
 } from '../src/utils/documentCenterRows.js'

@@ -48,3 +50,34 @@ test('document center all scope excludes archived rows from merged lists', () =>

  assert.deepEqual(rows.map((row) => row.claimId), ['c'])
 })
+
+test('application scope does not mark submitted approval application rows as new', () => {
+  const rows = prepareApplicationScopeRows([
+    {
+      claimId: 'draft-application',
+      documentTypeCode: 'application',
+      statusGroup: 'draft',
+      isNewDocument: true
+    },
+    {
+      claimId: 'submitted-application',
+      documentTypeCode: 'application',
+      statusGroup: 'in_progress',
+      isNewDocument: true
+    },
+    {
+      claimId: 'reimbursement',
+      documentTypeCode: 'reimbursement',
+      statusGroup: 'in_progress',
+      isNewDocument: true
+    }
+  ])
+
+  assert.deepEqual(rows.map((row) => row.claimId), ['draft-application', 'submitted-application'])
+  assert.equal(rows.find((row) => row.claimId === 'draft-application')?.isNewDocument, true)
+  assert.equal(rows.find((row) => row.claimId === 'submitted-application')?.isNewDocument, false)
+  assert.deepEqual(
+    filterApplicationScopeNewRows(rows).map((row) => row.claimId),
+    ['draft-application']
+  )
+})
--- a/web/tests/documents-center-status-filter.test.mjs
+++ b/web/tests/documents-center-status-filter.test.mjs
@@ -49,7 +49,7 @@ test('documents center category tabs map to the intended row sources', () => {
  )
  assert.match(
    documentsCenterView,
-    /activeScopeTab\.value === DOCUMENT_SCOPE_APPLICATION[\s\S]*nonArchivedRows\.value\.filter\(\(row\) => row\.documentTypeCode === DOCUMENT_TYPE_APPLICATION/
+    /activeScopeTab\.value === DOCUMENT_SCOPE_APPLICATION[\s\S]*return applicationScopeRows\.value/
  )
  assert.match(
    documentsCenterView,
@@ -122,7 +122,11 @@ test('documents center category tabs render bubble counts for new documents', ()
  assert.match(documentsCenterView, /\[DOCUMENT_SCOPE_ALL\]: countNewDocuments\(nonArchivedRows\.value, viewedDocumentKeys\.value\)/)
  assert.match(
    documentsCenterView,
-    /\[DOCUMENT_SCOPE_APPLICATION\]: countNewDocuments\(nonArchivedRows\.value\.filter\(\(row\) => row\.documentTypeCode === DOCUMENT_TYPE_APPLICATION\), viewedDocumentKeys\.value\)/
+    /const applicationScopeRows = computed\(\(\) => prepareApplicationScopeRows\(ownedRows\.value\)\)/
+  )
+  assert.match(
+    documentsCenterView,
+    /\[DOCUMENT_SCOPE_APPLICATION\]: countNewDocuments\(filterApplicationScopeNewRows\(applicationScopeRows\.value\), viewedDocumentKeys\.value\)/
  )
  assert.match(
    documentsCenterView,
--- a/web/tests/expense-application-fast-preview.test.mjs
+++ b/web/tests/expense-application-fast-preview.test.mjs
@@ -17,6 +17,10 @@ import {
  shouldUseLocalApplicationPreview
 } from '../src/utils/expenseApplicationPreview.js'
 import { renderMarkdown } from '../src/utils/markdown.js'
+import {
+  createMessage as createConversationMessage,
+  hasMeaningfulSessionMessages
+} from '../src/views/scripts/travelReimbursementConversationModel.js'

 const submitComposerScript = readFileSync(
  fileURLToPath(new URL('../src/views/scripts/useTravelReimbursementSubmitComposer.js', import.meta.url)),
@@ -217,6 +221,23 @@ test('application quick start renders a template without model review', () => {
  assert.match(buildApplicationPreviewFooterMessage(preview), /当前还需要补充/)
 })

+test('application quick start template counts as deletable session content', () => {
+  const welcomeMessage = createConversationMessage('assistant', '欢迎语', [], {
+    isWelcome: true,
+    welcomeQuickActions: [{ label: '快速发起申请', action: 'start_guided_application' }]
+  })
+  const templateMessage = createConversationMessage('assistant', '申请模板', [], {
+    applicationPreview: buildApplicationTemplatePreview({
+      name: '测试员工',
+      departmentName: '财务部',
+      grade: 'P5'
+    })
+  })
+
+  assert.equal(hasMeaningfulSessionMessages([welcomeMessage]), false)
+  assert.equal(hasMeaningfulSessionMessages([welcomeMessage, templateMessage]), true)
+})
+
 test('application session shows intent flow, persists preview, and supports inline table edit', () => {
  assert.match(submitComposerScript, /shouldUseLocalApplicationPreview/)
  assert.match(submitComposerScript, /buildLocalApplicationPreviewMessage/)
@@ -228,7 +249,7 @@ test('application session shows intent flow, persists preview, and supports inli
  assert.match(submitComposerScript, /startFlowStep\('intent'/)
  assert.match(submitComposerScript, /startFlowStep\('application-review-preview'/)
  assert.match(submitComposerScript, /completeFlowStep\('intent'/)
-  assert.match(submitComposerScript, /insightPanelCollapsed\.value = true/)
+  assert.doesNotMatch(submitComposerScript, /insightPanelCollapsed\.value = true/)
  assert.doesNotMatch(submitComposerScript, /void refineApplicationPreviewWithModel/)
  assert.match(submitComposerScript, /return null[\s\S]*const hasUnsavedReviewDraft/)
  assert.ok(
@@ -239,7 +260,7 @@ test('application session shows intent flow, persists preview, and supports inli
  assert.match(createViewScript, /const isApplicationSession = computed/)
  assert.match(createViewScript, /insightPanelCollapsed,/)
  assert.doesNotMatch(createViewScript, /if \(isApplicationSession\.value\) \{\s*return false\s*\}/)
-  assert.match(createViewScript, /flowSteps\.value\.length > 0/)
+  assert.match(createViewScript, /activeFlowSteps\.value\.length > 0/)
  assert.match(createViewScript, /useApplicationPreviewEditor/)
  assert.match(createViewScript, /message-bubble-application-preview/)
  assert.match(createViewScript, /buildApplicationPreviewFooterMessage/)
@@ -248,6 +269,8 @@ test('application session shows intent flow, persists preview, and supports inli
  assert.match(createViewScript, /user_input_text: applicationSubmitText/)
  assert.match(conversationModelScript, /applicationPreview: null/)
  assert.match(conversationModelScript, /applicationPreview: message\.applicationPreview \|\| null/)
+  assert.match(conversationModelScript, /\|\| message\.applicationPreview/)
+  assert.match(createViewScript, /hasMeaningfulSessionMessages\(messages\.value\)/)

  assert.match(messageItemTemplate, /class="application-preview-table"/)
  assert.match(messageItemTemplate, /class="application-preview-footer application-preview-footer-missing"/)
--- a/web/tests/requestProgressSteps.test.mjs
+++ b/web/tests/requestProgressSteps.test.mjs
@@ -3,12 +3,21 @@ import test from 'node:test'

 import { mapExpenseClaimToRequest } from '../src/composables/useRequests.js'

+const CREATE_APPLICATION = '\u521b\u5efa\u7533\u8bf7'
+const DIRECT_MANAGER_APPROVAL = '\u76f4\u5c5e\u9886\u5bfc\u5ba1\u6279'
+const APPROVAL_COMPLETED = '\u5ba1\u6279\u5b8c\u6210'
+const RETURNED = '\u9000\u56de'
+const WAIT_SUBMIT = '\u5f85\u63d0\u4ea4'
+const WAIT_LEADER_LI_APPROVAL = '\u7b49\u5f85 Leader Li \u6279\u590d'
+const LEADER_RETURNED_STATUS = '\u9886\u5bfc\u5df2\u9000\u56de\uff0c\u5f85\u91cd\u65b0\u63d0\u4ea4'
+
 test('application claims are mapped as application documents', () => {
  const request = mapExpenseClaimToRequest({
    id: 'claim-application-1',
    claim_no: 'AP-20260525103045-ABCDEFGH',
    employee_name: '张三',
    department_name: '交付部',
+    manager_name: 'Leader Li',
    expense_type: 'travel_application',
    reason: '支撑国网服务器上线部署',
    location: '上海',
@@ -32,11 +41,59 @@ test('application claims are mapped as application documents', () => {
  assert.equal(request.expenseTableSummary, '预计金额已随申请提交')
  assert.deepEqual(
    request.progressSteps.map((step) => step.label),
-    ['创建申请', '直属领导审批', '审批完成']
+    [CREATE_APPLICATION, WAIT_LEADER_LI_APPROVAL, APPROVAL_COMPLETED]
  )
  assert.equal(request.progressSteps.some((step) => step.label === 'AI预审'), false)
  assert.equal(request.progressSteps.some((step) => step.label === '财务审批'), false)
-  assert.equal(request.progressSteps.find((step) => step.label === '直属领导审批')?.current, true)
+  assert.equal(request.progressSteps.some((step) => step.label === DIRECT_MANAGER_APPROVAL), false)
+  assert.equal(request.progressSteps.find((step) => step.label === WAIT_LEADER_LI_APPROVAL)?.rawLabel, DIRECT_MANAGER_APPROVAL)
+  assert.equal(request.progressSteps.find((step) => step.label === WAIT_LEADER_LI_APPROVAL)?.current, true)
+})
+
+test('returned application claims include leader return node and supplement status', () => {
+  const request = mapExpenseClaimToRequest({
+    id: 'claim-application-returned',
+    claim_no: 'APP-20260525-RETURNED',
+    employee_name: 'Applicant Zhang',
+    department_name: 'Delivery',
+    manager_name: 'Leader Li',
+    expense_type: 'travel_application',
+    reason: 'Project onsite support',
+    location: 'Shanghai',
+    amount: 12000,
+    invoice_count: 0,
+    occurred_at: '2026-05-25T00:00:00.000Z',
+    submitted_at: null,
+    created_at: '2026-05-25T01:30:00.000Z',
+    updated_at: '2026-05-25T04:00:00.000Z',
+    status: 'returned',
+    approval_stage: WAIT_SUBMIT,
+    risk_flags_json: [
+      {
+        source: 'manual_return',
+        event_type: 'expense_application_return',
+        operator: 'Leader Li',
+        opinion: 'Need clearer budget explanation.',
+        return_stage_key: 'direct_manager',
+        next_status: 'returned',
+        next_approval_stage: WAIT_SUBMIT,
+        return_count: 2,
+        created_at: '2026-05-25T04:00:00.000Z'
+      }
+    ],
+    items: []
+  })
+
+  assert.deepEqual(
+    request.progressSteps.map((step) => step.label),
+    [CREATE_APPLICATION, WAIT_LEADER_LI_APPROVAL, RETURNED, WAIT_SUBMIT]
+  )
+  assert.equal(request.progressSteps.find((step) => step.label === RETURNED)?.time, 'Leader Li\u9000\u56de')
+  assert.match(request.progressSteps.find((step) => step.label === RETURNED)?.detail, /2026-05-25/)
+  assert.equal(request.progressSteps.find((step) => step.label === WAIT_SUBMIT)?.current, true)
+  assert.equal(request.secondaryStatusValue, LEADER_RETURNED_STATUS)
+  assert.equal(request.secondaryStatusTone, 'warning')
+  assert.equal(request.progressSteps.some((step) => step.label === APPROVAL_COMPLETED), false)
 })

 test('approved application claims complete after direct manager approval only', () => {
--- a/web/tests/travel-reimbursement-guided-flow.test.mjs
+++ b/web/tests/travel-reimbursement-guided-flow.test.mjs
@@ -21,6 +21,7 @@ import {
  GUIDED_ACTION_START_APPLICATION,
  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,
@@ -42,10 +43,19 @@ import {
  createGuidedStatusQueryState,
  isGuidedReimbursementReadyForReview,
  normalizeGuidedFlowState,
+  selectGuidedRequiredApplication,
  selectGuidedExpenseType,
  selectGuidedQueryMode,
-  shouldConfirmGuidedInterruption
+  shouldConfirmGuidedInterruption,
+  waitForGuidedApplicationSelection
 } from '../src/views/scripts/travelReimbursementGuidedFlowModel.js'
+import {
+  buildRequiredApplicationActions,
+  buildRequiredApplicationMissingText,
+  buildRequiredApplicationSelectionText,
+  filterRequiredApplicationCandidates,
+  requiresApplicationBeforeReimbursement
+} from '../src/views/scripts/travelReimbursementApplicationLinkModel.js'
 import {
  ASSISTANT_SCOPE_ACTION_SWITCH,
  resolveAssistantScopeGuard
@@ -71,7 +81,7 @@ const submitComposerScript = readFileSync(
 test('assistant session modes expose independent quick actions', () => {
  assert.deepEqual(
    ASSISTANT_SESSION_MODE_OPTIONS.map((item) => item.label),
-    ['申请助手', '报销助手', '审核助手', '财务知识助手']
+    ['申请助手', '报销助手', '审核助手', '财务知识助手', '预算编制助手']
  )
  assert.deepEqual(
    EXPENSE_WELCOME_QUICK_ACTIONS.map((item) => item.label),
@@ -181,6 +191,82 @@ test('guided reimbursement asks type first and walks travel fields in order', ()
  assert.match(submitOptions.rawText, /出差时间\/天数：2026-05-20 至 2026-05-23，出差 3 天/)
 })

+test('guided reimbursement requires application selection for travel and entertainment', () => {
+  assert.equal(requiresApplicationBeforeReimbursement('travel'), true)
+  assert.equal(requiresApplicationBeforeReimbursement('meal'), true)
+  assert.equal(requiresApplicationBeforeReimbursement('transport'), false)
+
+  const claimsPayload = {
+    items: [
+      {
+        id: 'app-travel',
+        claim_no: 'AP-202605-001',
+        employee_name: '张小青',
+        expense_type: 'travel_application',
+        reason: '去上海支持项目部署',
+        location: '上海',
+        amount: 1800,
+        status: 'approved',
+        created_at: '2026-05-20T08:00:00Z'
+      },
+      {
+        id: 'app-meal',
+        claim_no: 'AP-202605-002',
+        employee_name: '张小青',
+        expense_type: 'expense_application',
+        reason: '客户招待沟通项目',
+        location: '武汉',
+        amount: 600,
+        status: 'submitted',
+        created_at: '2026-05-21T08:00:00Z'
+      },
+      {
+        id: 'app-draft',
+        claim_no: 'AP-202605-003',
+        employee_name: '张小青',
+        expense_type: 'travel_application',
+        reason: '草稿出差申请',
+        status: 'draft'
+      },
+      {
+        id: 'app-other-user',
+        claim_no: 'AP-202605-004',
+        employee_name: '李四',
+        expense_type: 'travel_application',
+        reason: '其他员工出差申请',
+        status: 'approved'
+      }
+    ]
+  }
+
+  const currentUser = { name: '张小青', username: 'xiaoqing.zhang' }
+  const travelApplications = filterRequiredApplicationCandidates(claimsPayload, 'travel', currentUser)
+  assert.deepEqual(travelApplications.map((item) => item.claim_no), ['AP-202605-001'])
+  assert.match(buildRequiredApplicationSelectionText('travel', travelApplications), /需要先关联对应的申请单/)
+  assert.match(buildRequiredApplicationMissingText('meal'), /不能继续这类报销流程/)
+
+  const mealApplications = filterRequiredApplicationCandidates(claimsPayload, 'meal', currentUser)
+  assert.deepEqual(mealApplications.map((item) => item.claim_no), ['AP-202605-002'])
+
+  const actions = buildRequiredApplicationActions(travelApplications, GUIDED_ACTION_SELECT_REQUIRED_APPLICATION)
+  assert.equal(actions[0].action_type, GUIDED_ACTION_SELECT_REQUIRED_APPLICATION)
+  assert.equal(actions[0].payload.application_claim_no, 'AP-202605-001')
+
+  let state = waitForGuidedApplicationSelection(createGuidedReimbursementState(), 'travel', travelApplications)
+  assert.equal(state.stepKey, 'application_selection')
+  assert.equal(state.applicationCandidates[0].claim_no, 'AP-202605-001')
+
+  state = selectGuidedRequiredApplication(state, actions[0].payload)
+  assert.equal(state.stepKey, 'reason')
+  assert.equal(state.values.application_claim_no, 'AP-202605-001')
+  assert.match(buildGuidedReimbursementSummaryText(state), /关联申请单：AP-202605-001/)
+
+  const submitOptions = buildGuidedReviewSubmitOptions(state)
+  assert.equal(submitOptions.extraContext.review_form_values.application_claim_no, 'AP-202605-001')
+  assert.equal(submitOptions.extraContext.expense_scene_selection.application_claim_no, 'AP-202605-001')
+  assert.match(submitOptions.rawText, /关联申请单：AP-202605-001/)
+})
+
 test('guided reimbursement interrupts suspicious questions before expensive flow', () => {
  const state = selectGuidedExpenseType(createGuidedReimbursementState(), 'transport')
  assert.equal(shouldConfirmGuidedInterruption('送客户去机场', state), false)
@@ -232,7 +318,8 @@ test('guided flow state is serializable and restored through session state', ()
        amount: '200',
        attachment_names: ['a.pdf']
      },
-      pendingInterruptionText: '查询状态？'
+      pendingInterruptionText: '查询状态？',
+      applicationCandidates: []
    }
  )

@@ -241,7 +328,7 @@ test('guided flow state is serializable and restored through session state', ()
  assert.match(sessionStateScript, /guidedFlowState,\s*\n\s*insightPanelCollapsed/)
  assert.match(sessionStateScript, /function refreshWelcomeQuickActions/)
  assert.match(sessionStateScript, /buildWelcomeQuickActions\(/)
-  assert.match(sessionStateScript, /ASSISTANT_SESSION_TYPES\.reduce/)
+  assert.match(sessionStateScript, /resolveAccessibleSessionTypes\(\)\.reduce/)
  assert.match(sessionStateScript, /props\.entrySource === 'application' \? SESSION_TYPE_APPLICATION : SESSION_TYPE_EXPENSE/)
  assert.match(sessionStateScript, /const canRestorePersistedInitialState =[\s\S]*shouldPersistLocalSnapshot/)
 })
@@ -250,6 +337,10 @@ test('guided flow is local until final confirmation or collected query handoff',
  assert.doesNotMatch(guidedFlowScript, /runOrchestrator/)
  assert.doesNotMatch(guidedFlowScript, /startExpenseClaimDraftFlowStep/)
  assert.doesNotMatch(guidedFlowScript, /review_action:\s*['"]save_draft['"]/)
+  assert.match(guidedFlowScript, /fetchExpenseClaims/)
+  assert.match(guidedFlowScript, /GUIDED_ACTION_SELECT_REQUIRED_APPLICATION/)
+  assert.match(guidedFlowScript, /handleSceneSelectionApplicationGate/)
+  assert.match(createViewScript, /handleSceneSelectionApplicationGate/)
  assert.match(createViewScript, /if \(await handleGuidedComposerSubmit\(options\)\) \{[\s\S]*return null[\s\S]*\}[\s\S]*return submitComposerInternal\(options\)/)
  assert.match(createViewScript, /ASSISTANT_SCOPE_ACTION_SWITCH/)
  assert.match(createViewScript, /actionPayload\.carry_text/)
--- a/web/tests/travel-request-detail-leader-approval.test.mjs
+++ b/web/tests/travel-request-detail-leader-approval.test.mjs
@@ -15,6 +15,10 @@ const detailStyles = readFileSync(
  fileURLToPath(new URL('../src/assets/styles/views/travel-request-detail-view.css', import.meta.url)),
  'utf8'
 )
+const approvalDialog = readFileSync(
+  fileURLToPath(new URL('../src/components/travel/TravelRequestApprovalDialog.vue', import.meta.url)),
+  'utf8'
+)
 const reimbursementService = readFileSync(
  fileURLToPath(new URL('../src/services/reimbursements.js', import.meta.url)),
  'utf8'
@@ -43,34 +47,57 @@ function extractFunction(source, name) {
  assert.fail(`${name} body should be closed`)
 }

-test('approval-mode detail collects leader opinion and confirms approval before API call', () => {
+test('approval-mode detail collects leader opinion inside confirm dialog before API call', () => {
  assert.match(detailScript, /approvalMode:/)
  assert.match(detailScript, /const leaderOpinion = ref\(''\)/)
  assert.match(detailScript, /const approveConfirmDialogOpen = ref\(false\)/)
  assert.match(detailScript, /const canApproveRequest = computed/)
  assert.match(detailScript, /canApproveLeaderExpenseClaims/)
+  assert.match(detailScript, /isCurrentDirectManagerForRequest/)
+  assert.match(detailScript, /isCurrentRequestApplicant/)
  assert.match(detailScript, /isFinanceApprovalStage/)
+  assert.match(detailScript, /const isCurrentApplicant = computed/)
+  assert.match(detailScript, /const isCurrentDirectManagerApprover = computed/)
+  assert.match(detailScript, /const canProcessFinanceApprovalStage = computed/)
  assert.match(detailScript, /approvalOpinionTitle/)
  assert.match(detailScript, /approvalConfirmDescription/)
  assert.match(detailScript, /approvalNextStage/)
-  assert.match(detailScript, /showApplicationLeaderOpinionInput/)
+  assert.doesNotMatch(detailScript, /showApplicationLeaderOpinionInput/)
+  assert.doesNotMatch(detailScript, /showLeaderApprovalPanel/)
  assert.match(detailScript, /const requiresApprovalOpinion = computed\(\(\) => isDirectManagerApprovalStage\.value\)/)
+  assert.match(detailScript, /buildLeaderApprovalEvents/)
  assert.match(detailScript, /buildLeaderApprovalInfo/)
+  assert.match(detailScript, /const leaderApprovalEvents = computed/)
+  assert.match(detailScript, /const hasLeaderApprovalEvents = computed/)
+  assert.match(
+    detailScript,
+    /const showApplicationLeaderOpinion = computed\(\(\) => \(\s*isApplicationDocument\.value\s*&& hasLeaderApprovalEvents\.value\s*\)\)/
+  )
+  assert.match(detailScript, /isDirectManagerApprovalStage\.value\)[\s\S]*return isCurrentDirectManagerApprover\.value/)
+  assert.match(detailScript, /isDirectManagerApprovalStage\.value[\s\S]*&& isCurrentDirectManagerApprover\.value/)
+  assert.match(detailScript, /canProcessFinanceApprovalStage\.value/)
+  assert.doesNotMatch(detailScript, /leaderApprovalReadonlyText/)
  assert.match(detailScript, /resolveGeneratedDraftClaimNo/)
  assert.match(detailScript, /approveActionLabel/)
-  assert.match(detailScript, /requiresApprovalOpinion\.value && !leaderOpinion\.value\.trim\(\)/)
-  assert.match(detailScript, /请先填写领导意见，填写后才能确认审核。/)
  assert.match(detailScript, /approveExpenseClaim\(request\.value\.claimId, \{[\s\S]*opinion: leaderOpinion\.value\.trim\(\)/)
  assert.match(detailScript, /报销草稿 \$\{generatedDraftClaimNo\} 已生成/)

-  assert.match(detailTemplate, /v-if="showLeaderApprovalPanel"/)
+  assert.doesNotMatch(detailTemplate, /v-if="showLeaderApprovalPanel"/)
+  assert.doesNotMatch(detailTemplate, /showApplicationLeaderOpinionInput/)
+  assert.doesNotMatch(detailTemplate, /class="leader-approval-card/)
+  assert.doesNotMatch(detailTemplate, /class="inline-leader-opinion/)
  assert.match(detailTemplate, /v-if="showApplicationLeaderOpinion"/)
  assert.match(detailTemplate, /class="application-leader-opinion"/)
+  assert.match(detailTemplate, /v-if="hasLeaderApprovalEvents"/)
+  assert.match(detailTemplate, /class="application-leader-opinion-timeline"/)
+  assert.match(detailTemplate, /v-for="event in leaderApprovalEvents"/)
+  assert.match(detailTemplate, /class="application-leader-opinion-event"/)
+  assert.match(detailTemplate, /event\.type === 'returned'/)
+  assert.doesNotMatch(detailTemplate, /leaderApprovalReadonlyText/)
+  assert.doesNotMatch(detailTemplate, /\u5f85\u76f4\u5c5e\u9886\u5bfc\u586b\u5199\u5ba1\u6279\u610f\u89c1/)
  assert.match(detailTemplate, /领导意见/)
-  assert.match(detailTemplate, /\{\{ approvalOpinionTitle \}\}/)
-  assert.match(detailTemplate, /v-model="leaderOpinion"/)
-  assert.match(detailTemplate, /maxlength="500"\s+:required="requiresApprovalOpinion"/)
-  assert.match(detailTemplate, /:placeholder="approvalOpinionPlaceholder"/)
+  assert.match(approvalDialog, /\{\{ opinionTitle \}\}/)
+  assert.doesNotMatch(detailTemplate, /v-model="leaderOpinion"/)
  assert.match(detailTemplate, /@click="handleApproveRequest"/)
  assert.match(detailTemplate, /\{\{ approveBusy \? approveBusyLabel : approveActionLabel \}\}/)
  assert.match(detailTemplate, /:open="approveConfirmDialogOpen"/)
@@ -78,18 +105,39 @@ test('approval-mode detail collects leader opinion and confirms approval before
  assert.match(detailTemplate, /:description="approvalConfirmDescription"/)
  assert.match(detailTemplate, /:confirm-text="approveConfirmText"/)
  assert.match(detailTemplate, /:busy-text="approveBusyText"/)
-  assert.match(detailTemplate, /\{\{ approvalNextStage \}\}/)
+  assert.match(detailTemplate, /:next-stage="approvalNextStage"/)
+  assert.match(detailTemplate, /v-model:opinion="leaderOpinion"/)
+  assert.match(detailTemplate, /:opinion-placeholder="approvalOpinionPlaceholder"/)
+  assert.match(detailTemplate, /:opinion-hint="approvalOpinionHint"/)
+  assert.match(detailTemplate, /:opinion-required="requiresApprovalOpinion"/)
  assert.match(detailTemplate, /@confirm="confirmApproveRequest"/)
  assert.match(detailTemplate, /:description="returnDialogDescription"/)
+  assert.match(detailTemplate, /:application="isApplicationDocument"/)

  const handleApproveRequest = extractFunction(detailScript, 'handleApproveRequest')
  const confirmApproveRequest = extractFunction(detailScript, 'confirmApproveRequest')
  assert.doesNotMatch(handleApproveRequest, /approveExpenseClaim/)
+  assert.doesNotMatch(handleApproveRequest, /leaderOpinion\.value\.trim/)
  assert.match(confirmApproveRequest, /approveExpenseClaim/)
+  assert.match(confirmApproveRequest, /requiresApprovalOpinion\.value && !leaderOpinion\.value\.trim\(\)/)
+  assert.match(confirmApproveRequest, /请先填写领导意见，填写后才能确认审核。/)
+
+  assert.match(approvalDialog, /<textarea/)
+  assert.match(approvalDialog, /update:opinion/)
+  assert.match(approvalDialog, /opinionPlaceholder/)
+  assert.match(approvalDialog, /opinionHint/)
+  assert.match(approvalDialog, /opinionRequired/)
+  assert.match(approvalDialog, /\{\{ currentOpinion\.length \}\}\/500/)

  assert.match(detailStyles, /\.detail-card-title-with-icon \{[\s\S]*display: inline-flex;[\s\S]*align-items: center;[\s\S]*gap: 8px;/)
  assert.match(detailStyles, /\.detail-card-title-with-icon i \{[\s\S]*font-size: 18px;[\s\S]*line-height: 1;/)
  assert.match(detailStyles, /\.application-leader-opinion-head span \{[\s\S]*display: inline-flex;[\s\S]*align-items: center;[\s\S]*gap: 8px;/)
+  assert.doesNotMatch(detailStyles, /\.leader-approval-card/)
+  assert.doesNotMatch(detailStyles, /\.inline-leader-opinion/)
+  assert.match(detailStyles, /\.application-leader-opinion-timeline \{/)
+  assert.match(detailStyles, /\.application-leader-opinion-event \{/)
+  assert.match(detailStyles, /\.application-leader-opinion-event\.danger::before \{/)
+  assert.match(detailStyles, /\.application-leader-opinion-event\.success::before \{/)

  assert.match(reimbursementService, /export function approveExpenseClaim\(claimId, payload = \{\}\)/)
  assert.match(reimbursementService, /\/approve/)
--- a/web/tests/travel-request-detail-risk-advice.test.mjs
+++ b/web/tests/travel-request-detail-risk-advice.test.mjs
@@ -678,10 +678,21 @@ test('transport ticket items no longer generate business location completion adv
 test('return reason dialog is wired into approval and detail return actions', () => {
  assert.match(returnReasonDialog, /missing_attachment/)
  assert.match(returnReasonDialog, /invoice_mismatch/)
+  assert.match(returnReasonDialog, /APPLICATION_RETURN_REASON_OPTIONS/)
+  assert.match(returnReasonDialog, /application_info_incomplete/)
+  assert.match(returnReasonDialog, /application_business_need_unclear/)
+  assert.match(returnReasonDialog, /application_budget_basis_missing/)
+  assert.match(returnReasonDialog, /application_policy_mismatch/)
+  assert.match(returnReasonDialog, /application_attachment_needed/)
+  assert.match(returnReasonDialog, /退单选项/)
+  assert.match(returnReasonDialog, /selectionError/)
+  assert.match(returnReasonDialog, /selectedCodes\.value\.length === 0/)
+  assert.match(returnReasonDialog, /lastAutoReason/)
  assert.match(returnReasonDialog, /reason_codes/)
  assert.match(approvalCenterTemplate, /<TravelRequestDetailView/)
  assert.doesNotMatch(approvalCenterTemplate, /<ReturnReasonDialog/)
-  assert.match(detailViewTemplate, /<ReturnReasonDialog/)
+  assert.match(detailViewTemplate, /<TravelRequestReturnDialog/)
+  assert.match(detailViewTemplate, /:application="isApplicationDocument"/)
  assert.doesNotMatch(approvalCenterScript, /returnExpenseClaim/)
  assert.match(detailViewScript, /returnExpenseClaim\(request\.value\.claimId, payload\)/)
  assert.doesNotMatch(approvalCenterScript, /审批中心退回/)