feat: 完善文档中心与报销申请交互及侧边栏重构

后端优化编排器报销查询和本体检测精度，增强报销单草稿保存和附件回填逻辑，前端重构侧边栏组件支持折叠和图标导航，完善文档中心状态筛选和详情提示，报销创建和审批详情页优化会话管理和费用明细交互，新增助手应用服务和预设动作工具函数，补充单元测试覆盖。
2026-05-25 13:35:39 +08:00
parent 50b1c3f9a9
commit d0e946cf47
59 changed files with 5117 additions and 416 deletions
--- a/web/src/views/AppShellRouteView.vue
+++ b/web/src/views/AppShellRouteView.vue
@@ -1,15 +1,19 @@
 <template>
-  <div class="app">
-    <SidebarRail
-      :nav-items="filteredNavItems"
-      :active-view="activeView"
-      :company-name="companyProfile.name"
-      :company-logo="companyProfile.logo"
-      :current-user="currentUser"
-      @navigate="handleNavigate"
-      @open-chat="openSmartEntry"
-      @logout="handleLogout"
-    />
+  <div class="app" :class="{ 'sidebar-collapsed': sidebarCollapsed }">
+    <div class="app-sidebar">
+      <SidebarRail
+        :nav-items="filteredNavItems"
+        :active-view="activeView"
+        :company-name="companyProfile.name"
+        :company-logo="companyProfile.logo"
+        :current-user="currentUser"
+        :collapsed="sidebarCollapsed"
+        @navigate="handleNavigate"
+        @open-chat="openSmartEntry"
+        @logout="handleLogout"
+        @toggle-collapse="toggleSidebarCollapsed"
+      />
+    </div>

    <main
      class="main"
@@ -49,7 +53,7 @@
        @update:active-range="activeRange = $event"
        @update:custom-range="customRange = $event"
        @batch-approve="toast('已批量通过 23 条审批任务。')"
-        @new-application="openExpenseApplicationDialog"
+        @new-application="openExpenseApplicationCreate"
      />

      <FilterBar
@@ -91,6 +95,7 @@
        <TravelRequestDetailView
          v-else-if="['requests', 'documents'].includes(activeView) && detailMode && selectedRequest"
          :request="selectedRequest"
+          :back-label="activeView === 'documents' ? '返回单据中心' : '返回报销列表'"
          @back-to-requests="closeRequestDetail"
          @open-assistant="openSmartEntry"
          @request-updated="handleRequestUpdated"
@@ -105,7 +110,7 @@
          :error="requestsError"
          @open-document="openRequestDetail"
          @create-request="openTravelCreate"
-          @create-application="openExpenseApplicationDialog"
+          @create-application="openExpenseApplicationCreate"
          @reload="reloadRequests"
          @summary-change="documentSummary = $event"
        />
@@ -146,12 +151,6 @@
      @close="closeSmartEntry"
      @draft-saved="handleDraftSaved"
    />
-
-    <ExpenseApplicationDialog
-      v-if="expenseApplicationDialogOpen"
-      @close="closeExpenseApplicationDialog"
-      @confirmed="handleExpenseApplicationConfirmed"
-    />
  </div>
 </template>

@@ -161,7 +160,6 @@ import { computed, ref } from 'vue'
 import SidebarRail from '../components/layout/SidebarRail.vue'
 import TopBar from '../components/layout/TopBar.vue'
 import FilterBar from '../components/layout/FilterBar.vue'
-import ExpenseApplicationDialog from '../components/shared/ExpenseApplicationDialog.vue'
 import OverviewView from './OverviewView.vue'
 import PersonalWorkbenchView from './PersonalWorkbenchView.vue'
 import TravelReimbursementCreateView from './TravelReimbursementCreateView.vue'
@@ -186,7 +184,11 @@ const knowledgeSummary = ref(null)
 const logsSummary = ref(null)
 const documentSummary = ref(null)
 const auditDetailOpen = ref(false)
-const expenseApplicationDialogOpen = ref(false)
+const sidebarCollapsed = ref(true)
+
+function toggleSidebarCollapsed() {
+  sidebarCollapsed.value = !sidebarCollapsed.value
+}

 const {
  activeRange,
@@ -206,6 +208,7 @@ const {
  handleRequestDeleted,
  handleRequestUpdated,
  navItems,
+  openExpenseApplicationCreate,
  openRequestDetail,
  openSmartEntry,
  openTravelCreate,
@@ -229,19 +232,6 @@ const {
 const { companyProfile, currentUser, logout } = useSystemState()
 const filteredNavItems = computed(() => filterNavItemsByAccess(navItems, currentUser.value))

-function openExpenseApplicationDialog() {
-  expenseApplicationDialogOpen.value = true
-}
-
-function closeExpenseApplicationDialog() {
-  expenseApplicationDialogOpen.value = false
-}
-
-function handleExpenseApplicationConfirmed() {
-  expenseApplicationDialogOpen.value = false
-  toast('费用申请字段已接入本体识别，后续会按申请审批流落单。')
-}
-
 function handleLogout() {
  logout('manual')
 }
--- a/web/src/views/DocumentsCenterView.vue
+++ b/web/src/views/DocumentsCenterView.vue
@@ -193,7 +193,10 @@
          </thead>
          <tbody>
            <tr v-for="row in visibleRows" :key="row.documentKey" @click="openDocument(row)">
-              <td><strong class="doc-id">{{ row.documentNo }}</strong></td>
+              <td>
+                <span v-if="row.isNewDocument" class="new-document-badge">NEW</span>
+                <strong class="doc-id">{{ row.documentNo }}</strong>
+              </td>
              <td>{{ row.createdAtDisplay }}</td>
              <td v-if="showStayTimeColumn">{{ row.stayTimeDisplay }}</td>
              <td><span class="doc-kind-tag" :class="row.documentTypeCode">{{ row.documentTypeLabel }}</span></td>
@@ -259,31 +262,31 @@ import TableEmptyState from '../components/shared/TableEmptyState.vue'
 import TableLoadingState from '../components/shared/TableLoadingState.vue'
 import { mapExpenseClaimToRequest } from '../composables/useRequests.js'
 import { fetchApprovalExpenseClaims, fetchArchivedExpenseClaims } from '../services/reimbursements.js'
-import {
-  extractDateText,
-  formatDocumentListTime,
-  resolveDocumentSortTime,
-  resolveDocumentStayTimeDisplay
-} from '../utils/documentCenterTime.js'
+import { countNewDocuments, isNewDocument, markDocumentViewed, readDocumentScope, readViewedDocumentKeys, writeDocumentScope } from '../utils/documentCenterNewState.js'
+import { extractDateText, formatDocumentListTime, resolveDocumentSortTime, resolveDocumentStayTimeDisplay } from '../utils/documentCenterTime.js'
 import { normalizeRequestForUi } from '../utils/requestViewModel.js'

 const DOCUMENT_TYPE_ALL = 'all'
 const DOCUMENT_TYPE_APPLICATION = 'application'
 const DOCUMENT_TYPE_REIMBURSEMENT = 'reimbursement'
 const SCENE_ALL = 'all'
+const DOCUMENT_SCOPE_ALL = '全部'
 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_APPLICATION,
-  DOCUMENT_SCOPE_REIMBURSEMENT,
-  DOCUMENT_SCOPE_REVIEW,
-  DOCUMENT_SCOPE_ARCHIVE
-]
+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 = {
+  [DOCUMENT_SCOPE_ALL]: {
+    searchPlaceholder: '搜索单号、事项、费用场景...',
+    sceneFallbackLabel: '单据场景',
+    dateLabel: '单据时间',
+    statusTitle: '单据状态',
+    statusTabs,
+    showDocumentType: true
+  },
  [DOCUMENT_SCOPE_APPLICATION]: {
    searchPlaceholder: '搜索申请单号、申请事项、申请场景...',
    sceneFallbackLabel: '申请场景',
@@ -339,7 +342,7 @@ const emit = defineEmits([
  'summary-change'
 ])

-const activeScopeTab = ref(DOCUMENT_SCOPE_APPLICATION)
+const activeScopeTab = ref(readDocumentScope(DOCUMENT_SCOPE_ALL, scopeTabs))
 const activeStatusTab = ref('全部')
 const activeDocumentType = ref(DOCUMENT_TYPE_ALL)
 const activeScene = ref(SCENE_ALL)
@@ -357,6 +360,7 @@ const archiveRows = ref([])
 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]
@@ -389,13 +393,14 @@ const ownedRows = computed(() =>
    .filter(Boolean)
 )

-const allSummaryRows = computed(() => mergeDocumentRows([...ownedRows.value, ...approvalRows.value, ...archiveRows.value]))
+const nonArchivedRows = computed(() => mergeDocumentRows([...ownedRows.value, ...approvalRows.value]))

 const scopeNewCountMap = computed(() => ({
-  [DOCUMENT_SCOPE_APPLICATION]: allSummaryRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION).length,
-  [DOCUMENT_SCOPE_REIMBURSEMENT]: ownedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_REIMBURSEMENT).length,
-  [DOCUMENT_SCOPE_REVIEW]: approvalRows.value.length,
-  [DOCUMENT_SCOPE_ARCHIVE]: archiveRows.value.length
+  [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_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)
 }))

 const scopeTabItems = computed(() =>
@@ -407,8 +412,10 @@ const scopeTabItems = computed(() =>
 )

 const activeScopeRows = computed(() => {
+  if (activeScopeTab.value === DOCUMENT_SCOPE_ALL) return nonArchivedRows.value
+
  if (activeScopeTab.value === DOCUMENT_SCOPE_APPLICATION) {
-    return allSummaryRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION)
+    return nonArchivedRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION)
  }

  if (activeScopeTab.value === DOCUMENT_SCOPE_REIMBURSEMENT) {
@@ -423,7 +430,7 @@ const activeScopeRows = computed(() => {
    return archiveRows.value
  }

-  return allSummaryRows.value.filter((row) => row.documentTypeCode === DOCUMENT_TYPE_APPLICATION)
+  return nonArchivedRows.value
 })

 const sceneFilterOptions = computed(() => {
@@ -487,7 +494,7 @@ const showStayTimeColumn = computed(() =>
 )

 const documentSummary = computed(() => {
-  const rows = allSummaryRows.value
+  const rows = nonArchivedRows.value
  return {
    total: rows.length,
    toSubmit: rows.filter((row) => ['draft', 'pending_submit'].includes(row.statusGroup)).length,
@@ -507,9 +514,9 @@ const emptyState = computed(() => {
      title: '当前还没有申请单数据',
      desc: '费用申请功能接入后，差旅、会务、办公采购等前置申请会统一汇总到这里。',
      icon: 'mdi mdi-file-sign-outline',
-      actionLabel: '发起申请',
-      actionIcon: 'mdi mdi-file-plus-outline',
-      tone: 'sky',
+      actionLabel: '',
+      actionIcon: '',
+      tone: 'emerald',
      artLabel: 'APPLY',
      tips: ['旧报销中心仍保留', '申请批准后可继续发起报销']
    }
@@ -522,9 +529,9 @@ const emptyState = computed(() => {
      ? '可以清空当前分类下的筛选条件后再看看。'
      : '当前视角暂无可展示单据，可以切换其他视角或发起一笔报销。',
    icon: filtered ? 'mdi mdi-magnify-scan' : 'mdi mdi-file-document-multiple-outline',
-    actionLabel: filtered ? '清空筛选' : '发起报销',
-    actionIcon: filtered ? 'mdi mdi-filter-remove-outline' : 'mdi mdi-plus-circle-outline',
-    tone: filtered ? 'sky' : 'emerald',
+    actionLabel: '',
+    actionIcon: '',
+    tone: 'emerald',
    artLabel: filtered ? 'FILTER' : 'DOCS',
    tips: ['单据中心已接入当前报销单据', '归档视角会同步归档中心数据']
  }
@@ -543,13 +550,17 @@ function buildDocumentRow(request, options = {}) {
  const claimId = normalized.claimId || normalized.id || documentNo
  const createdAtSource = normalized.createdAt || normalized.submittedAt || normalized.applyTime || normalized.updatedAt
  const updatedAtSource = normalized.updatedAt || normalized.submittedAt || normalized.createdAt || normalized.applyTime
+  const documentTypeCode = normalized.documentTypeCode || DOCUMENT_TYPE_REIMBURSEMENT
+  const documentTypeLabel =
+    normalized.documentTypeLabel
+    || (documentTypeCode === DOCUMENT_TYPE_APPLICATION ? '申请单' : '报销单')

  return {
    ...normalized,
    rawRequest: request,
    documentKey: `${options.source || 'owned'}:${claimId || documentNo}`,
-    documentTypeCode: DOCUMENT_TYPE_REIMBURSEMENT,
-    documentTypeLabel: '报销单',
+    documentTypeCode,
+    documentTypeLabel,
    claimId,
    documentNo,
    node: archived ? '财务归档' : (normalized.node || normalized.workflowNode || '待提交'),
@@ -560,6 +571,7 @@ function buildDocumentRow(request, options = {}) {
    archived,
    createdAtDisplay: formatDocumentListTime(createdAtSource),
    stayTimeDisplay: resolveDocumentStayTimeDisplay(normalized),
+    isNewDocument: isNewDocument({ ...normalized, source: options.source || 'owned', claimId, documentNo }, viewedDocumentKeys.value),
    updatedAtDisplay: formatDocumentListTime(updatedAtSource),
    sortTime: resolveDocumentSortTime(updatedAtSource)
  }
@@ -703,6 +715,8 @@ function changePageSize(size) {
 }

 function openDocument(row) {
+  writeDocumentScope(activeScopeTab.value, scopeTabs)
+  viewedDocumentKeys.value = markDocumentViewed(row, viewedDocumentKeys.value)
  emit('open-document', row.rawRequest || row)
 }

--- a/web/src/views/TravelReimbursementCreateView.vue
+++ b/web/src/views/TravelReimbursementCreateView.vue
@@ -40,8 +40,8 @@
            <header class="assistant-header">
              <div class="assistant-header-main">
                <div>
-                  <h2>财务助手</h2>
-                  <p>个人财务中心 · 报销识别、票据核对与制度咨询，右侧会随处理进度展示识别结果与风险提示。</p>
+                  <h2>{{ assistantHeaderTitle }}</h2>
+                  <p>{{ assistantHeaderDescription }}</p>
                </div>
              </div>
            </header>
@@ -60,7 +60,9 @@
                    :key="shortcut.label"
                    type="button"
                    class="shortcut-chip"
-                    :disabled="submitting || reviewActionBusy || deleteSessionBusy || sessionSwitchBusy"
+                    :class="{ active: shortcut.active }"
+                    :aria-pressed="shortcut.active ? 'true' : 'false'"
+                    :disabled="shortcut.active || submitting || reviewActionBusy || deleteSessionBusy || sessionSwitchBusy"
                    @click="runShortcut(shortcut)"
                  >
                    <i :class="shortcut.icon"></i>
@@ -1313,6 +1315,22 @@
      @confirm="confirmDeleteCurrentSession"
    />

+    <ConfirmDialog
+      :open="applicationSubmitConfirmDialog.open"
+      badge="提交确认"
+      badge-tone="primary"
+      title="确认提交当前费用申请？"
+      description="提交后申请将进入领导审核流程，并同步纳入预算管理口径，请确认关键申请信息和预计费用已经核对无误。"
+      cancel-text="再检查一下"
+      confirm-text="确认提交"
+      busy-text="提交中..."
+      confirm-tone="primary"
+      confirm-icon="mdi mdi-send-check-outline"
+      :busy="reviewActionBusy"
+      @close="closeApplicationSubmitConfirm"
+      @confirm="confirmApplicationSubmit"
+    />
+
    <ConfirmDialog
      :open="nextStepConfirmDialog.open"
      badge="提交确认"
--- a/web/src/views/TravelRequestDetailView.vue
+++ b/web/src/views/TravelRequestDetailView.vue
@@ -55,7 +55,7 @@
        <article class="progress-card panel">
          <div class="progress-block">
            <div class="progress-head">
-              <h3>{{ isTravelRequest ? '差旅进度' : '报销进度' }}</h3>
+              <h3>{{ isApplicationDocument ? '申请进度' : isTravelRequest ? '差旅进度' : '报销进度' }}</h3>
            </div>
            <div class="progress-line" :style="{ '--progress-columns': progressSteps.length }">
              <div
@@ -133,12 +133,18 @@
            <article class="detail-card panel">
              <div class="detail-card-head">
                <div>
-                  <h3>费用明细</h3>
+                  <h3>{{ isApplicationDocument ? '申请预算' : '费用明细' }}</h3>
                  <p>
-                    {{ isTravelRequest ? '按出行时间逐笔核对票据与差旅规则。' : '按业务发生时间逐笔核对票据、用途说明与 AI 识别结果。' }}
+                    {{
+                      isApplicationDocument
+                        ? '展示本次费用申请的预计金额，提交后纳入预算管理口径。'
+                        : isTravelRequest
+                          ? '按出行时间逐笔核对票据与差旅规则。'
+                          : '按业务发生时间逐笔核对票据、用途说明与 AI 识别结果。'
+                    }}
                  </p>
                </div>
-                <div class="detail-card-actions">
+                <div v-if="!isApplicationDocument" class="detail-card-actions">
                  <button v-if="canOpenAiEntry" class="smart-entry-btn" type="button" @click="openAiEntry">
                    <i class="mdi mdi-robot-outline"></i>
                    <span>智能录入</span>
@@ -156,7 +162,13 @@
                </div>
              </div>

-              <div class="detail-expense-table">
+              <div v-if="isApplicationDocument" class="detail-note readonly">
+                <p>
+                  预计总费用：{{ request.amountDisplay }}。该金额用于领导审批和预算管理，无需补充任何报销票据。
+                </p>
+              </div>
+
+              <div v-else class="detail-expense-table">
                <table>
                  <thead>
                    <tr>
@@ -381,7 +393,7 @@
                  </tbody>
                </table>
              </div>
-              <div v-if="expenseItems.length" class="expense-total-under-table">
+              <div v-if="expenseItems.length && !isApplicationDocument" class="expense-total-under-table">
                <span>金额合计</span>
                <strong>{{ expenseTotal }}</strong>
              </div>
@@ -476,7 +488,7 @@
            @click="handleReturnRequest"
          >
            <i class="mdi mdi-undo"></i>
-            {{ returnBusy ? '退回中' : '退回单据' }}
+            {{ returnBusy ? '退回中' : isApplicationDocument ? '退回申请' : '退回单据' }}
          </button>
          <button
            v-if="canApproveRequest"
@@ -496,10 +508,12 @@
            @click="handleDeleteRequest"
          >
            <i class="mdi mdi-trash-can-outline"></i>
-            {{ deleteBusy ? '删除中' : '删除单据' }}
+            {{ deleteBusy ? '删除中' : isApplicationDocument ? '删除申请' : '删除单据' }}
          </button>
        </div>
-        <p v-else class="detail-action-hint">当前单据已进入流程，详情页仅展示状态与费用明细。</p>
+        <p v-else class="detail-action-hint">
+          {{ isApplicationDocument ? '当前申请单已进入流程，详情页仅展示状态与申请信息。' : '当前单据已进入流程，详情页仅展示状态与费用明细。' }}
+        </p>
      </footer>
    </div>

@@ -633,7 +647,7 @@
      badge="提交确认"
      badge-tone="warning"
      :title="`确认提交 ${request.id} 吗？`"
-      description="请确认报销事由、金额、费用明细和附件材料均已核对无误。确认后系统将发起 AI 预审并进入审批流程。"
+      :description="isApplicationDocument ? '请确认申请事由、预计金额和申请信息均已核对无误。确认后将提交至直属领导审批。' : '请确认报销事由、金额、费用明细和附件材料均已核对无误。确认后系统将发起 AI 预审并进入审批流程。'"
      cancel-text="返回核对"
      confirm-text="确认提交"
      busy-text="提交中..."
@@ -649,14 +663,14 @@
          <strong>{{ request.documentNo || request.id }}</strong>
        </div>
        <div class="submit-confirm-row">
-          <span>报销类型</span>
+          <span>{{ isApplicationDocument ? '申请类型' : '报销类型' }}</span>
          <strong>{{ request.typeLabel }}</strong>
        </div>
        <div class="submit-confirm-row">
-          <span>报销金额</span>
+          <span>{{ isApplicationDocument ? '预计金额' : '报销金额' }}</span>
          <strong>{{ request.amountDisplay || expenseTotal }}</strong>
        </div>
-        <div class="submit-confirm-row">
+        <div v-if="!isApplicationDocument" class="submit-confirm-row">
          <span>费用明细</span>
          <strong>{{ expenseItems.length }} 条 / {{ uploadedExpenseCount }} 张单据</strong>
        </div>
--- a/web/src/views/scripts/TravelReimbursementCreateView.js
+++ b/web/src/views/scripts/TravelReimbursementCreateView.js
@@ -29,6 +29,11 @@ import {
  buildExpenseSceneSelectionActions
 } from '../../utils/expenseAssistantActions.js'
 import { buildSuggestedActionKey } from '../../utils/suggestedActionKey.js'
+import { ASSISTANT_SCOPE_ACTION_SWITCH } from '../../utils/assistantSessionScope.js'
+import {
+  mergeComposerPrefill,
+  resolveSuggestedActionPrefill
+} from '../../utils/assistantSuggestedActionPrefill.js'
 import {
  calculateTravelReimbursement,
  fetchExpenseClaims,
@@ -143,11 +148,14 @@ import {
  resolveDocumentPreview
 } from './travelReimbursementAttachmentModel.js'
 import {
+  ASSISTANT_SESSION_MODE_OPTIONS,
  ASSISTANT_DISPLAY_NAME,
  FLOW_STEP_FALLBACKS,
  HOT_KNOWLEDGE_QUESTIONS,
  INTENT_LABELS,
  SCENARIO_LABELS,
+  SESSION_TYPE_APPLICATION,
+  SESSION_TYPE_APPROVAL,
  SESSION_TYPE_EXPENSE,
  SESSION_TYPE_KNOWLEDGE,
  aiAvatar,
@@ -156,6 +164,7 @@ import {
  buildMessageMeta,
  buildWelcomeInsight,
  createMessage,
+  resolveAssistantSessionMode,
  resolveKnowledgeRankLabel,
  resolveKnowledgeRankTone,
  sanitizeRequest,
@@ -195,6 +204,7 @@ const REVIEW_PANEL_SCOPE_OVERVIEW = 'overview'
 const REVIEW_PANEL_SCOPE_DOCUMENTS = 'documents'
 const REVIEW_PANEL_SCOPE_RISK = 'risk'
 const REVIEW_NEXT_STEP_HREF = '#review-next-step'
+const APPLICATION_SUBMIT_HREF = '#application-submit'
 const REVIEW_RISK_PANEL_HREF_PREFIX = '#review-risk'
 const REVIEW_QUICK_EDIT_HREF = '#review-quick-edit'
 const FLOW_STEP_STATUS_PENDING = 'pending'
@@ -544,7 +554,6 @@ export default {
      resolveCurrentUserId,
      persistSessionState,
      applySessionState,
-      clearKnowledgeSessionOnEntry,
      switchSessionType
    } = useTravelReimbursementSessionState({
      props,
@@ -557,6 +566,10 @@ export default {
      getSessionRuntimeRefs: () => sessionRuntimeRefs
    })
    const deleteSessionDialogOpen = ref(false)
+    const applicationSubmitConfirmDialog = ref({
+      open: false,
+      message: null
+    })
    const nextStepConfirmDialog = ref({
      open: false,
      message: null,
@@ -566,6 +579,9 @@ export default {
    const deleteSessionBusy = ref(false)
    const reviewDrawerMode = ref(REVIEW_DRAWER_MODE_REVIEW)
    const isKnowledgeSession = computed(() => activeSessionType.value === SESSION_TYPE_KNOWLEDGE)
+    const activeAssistantMode = computed(() => resolveAssistantSessionMode(activeSessionType.value))
+    const assistantHeaderTitle = computed(() => activeAssistantMode.value?.label || '财务助手')
+    const assistantHeaderDescription = computed(() => activeAssistantMode.value?.description || '个人财务中心')
    const {
      flowRunId,
      flowSteps,
@@ -640,6 +656,12 @@ export default {
      if (props.entrySource === 'detail' && linkedRequest.value?.id) {
        return `例如：解释一下 ${linkedRequest.value.id} 的报销风险，或帮我生成处理意见草稿。`
      }
+      if (activeSessionType.value === SESSION_TYPE_APPLICATION) {
+        return '例如：我想先申请一笔差旅费用，去上海支持项目部署。'
+      }
+      if (activeSessionType.value === SESSION_TYPE_APPROVAL) {
+        return '例如：查一下待我审核的单据，或帮我生成这张单据的审核意见。'
+      }
      return '例如：查一下近10日报销金额、解释酒店超标风险，或根据附件整理报销核对信息。'
    })
    const currentIntentLabel = computed(() => {
@@ -652,12 +674,11 @@ export default {
            agent: '知识回答'
          }
        : {
-            welcome: '财务助手',
+            welcome: activeAssistantMode.value?.label || '财务助手',
            agent: '处理中'
          }
      return labels[currentInsight.value.intent] ?? 'AI 处理中'
    })
-    let knowledgeSessionResetPromise = Promise.resolve()
    const canDeleteCurrentSession = computed(
      () => Boolean(conversationId.value) || messages.value.some((item) => item.role === 'user')
    )
@@ -1008,14 +1029,15 @@ export default {
    }
    const isReviewOverviewDrawer = computed(() => reviewDrawerMode.value === REVIEW_DRAWER_MODE_REVIEW)

-    const shortcuts = computed(() => [
-      {
-        label: isKnowledgeSession.value ? '切换为个人工作台' : '切换为财务知识问答',
-        icon: isKnowledgeSession.value ? 'mdi mdi-briefcase-outline' : 'mdi mdi-book-open-page-variant-outline',
+    const shortcuts = computed(() =>
+      ASSISTANT_SESSION_MODE_OPTIONS.map((mode) => ({
+        label: mode.label,
+        icon: mode.icon,
        action: 'switch_view',
-        targetSessionType: isKnowledgeSession.value ? SESSION_TYPE_EXPENSE : SESSION_TYPE_KNOWLEDGE
-      }
-    ])
+        targetSessionType: mode.key,
+        active: mode.key === activeSessionType.value
+      }))
+    )
    watch(
      () => [activeReviewPayload.value, activeReviewPanelScope.value],
      ([payload]) => {
@@ -1147,7 +1169,6 @@ export default {
          scrollToBottom()
        })
      })
-      void clearKnowledgeSessionOnEntry()
      currentInsight.value =
        currentInsight.value
        || buildWelcomeInsight(props.entrySource, linkedRequest.value, activeSessionType.value, currentUser.value)
@@ -1269,6 +1290,9 @@ export default {

    async function runShortcut(shortcut) {
      if (shortcut?.action === 'switch_view' && shortcut?.targetSessionType) {
+        if (shortcut.active) {
+          return
+        }
        await switchSessionType(shortcut.targetSessionType)
        return
      }
@@ -1325,12 +1349,52 @@ export default {
      persistSessionState()
    }

+    function applySuggestedActionPrefill(action) {
+      const prefillText = resolveSuggestedActionPrefill(action)
+      if (!prefillText) {
+        return false
+      }
+
+      composerDraft.value = mergeComposerPrefill(composerDraft.value, prefillText)
+      nextTick(() => {
+        adjustComposerTextareaHeight()
+        composerTextareaRef.value?.focus()
+      })
+      persistSessionState()
+      return true
+    }
+
    async function handleSuggestedAction(message, action) {
      const actionType = String(action?.action_type || '').trim()
      if (!actionType || submitting.value || reviewActionBusy.value || sessionSwitchBusy.value) return
      if (message?.suggestedActionsLocked) return
+      if (applySuggestedActionPrefill(action)) return
      if (await handleGuidedSuggestedAction(message, action)) return

+      if (actionType === ASSISTANT_SCOPE_ACTION_SWITCH) {
+        const actionPayload = action?.payload && typeof action.payload === 'object' ? action.payload : {}
+        const targetSessionType = String(actionPayload.session_type || '').trim()
+        if (!targetSessionType) return
+        const carryText = String(actionPayload.carry_text || '').trim()
+        const carryFiles = actionPayload.carry_files ? Array.from(attachedFiles.value || []) : []
+        if (!lockSuggestedActionMessage(message, action)) return
+        await switchSessionType(targetSessionType)
+        if (carryText) {
+          composerDraft.value = carryText
+        }
+        if (carryFiles.length) {
+          const fileMergeResult = mergeFilesWithLimit([], carryFiles, MAX_ATTACHMENTS)
+          attachedFiles.value = fileMergeResult.files
+          composerFilesExpanded.value = fileMergeResult.files.length > VISIBLE_ATTACHMENT_CHIPS
+        }
+        nextTick(() => {
+          adjustComposerTextareaHeight()
+          scrollToBottom()
+        })
+        persistSessionState()
+        return
+      }
+
      if (actionType === 'confirm_expense_intent') {
        const originalMessage = String(action?.payload?.original_message || message?.text || '').trim()
        if (!originalMessage) return
@@ -1571,6 +1635,60 @@ export default {
      }
    }

+    function openApplicationSubmitConfirm(message) {
+      if (!message) {
+        return
+      }
+      applicationSubmitConfirmDialog.value = {
+        open: true,
+        message
+      }
+    }
+
+    function closeApplicationSubmitConfirm() {
+      if (reviewActionBusy.value) {
+        return
+      }
+      applicationSubmitConfirmDialog.value = {
+        open: false,
+        message: null
+      }
+    }
+
+    async function confirmApplicationSubmit() {
+      const message = applicationSubmitConfirmDialog.value.message
+      if (!message || submitting.value || reviewActionBusy.value) {
+        return
+      }
+      applicationSubmitConfirmDialog.value = {
+        open: false,
+        message: null
+      }
+      reviewActionBusy.value = true
+      try {
+        const payload = await submitComposer({
+          rawText: '确认提交',
+          userText: '确认提交',
+          pendingText: '正在提交费用申请...',
+          systemGenerated: true
+        })
+        const draftPayload = payload?.result?.draft_payload || {}
+        const claimNo = String(draftPayload.claim_no || '').trim()
+        const claimId = String(draftPayload.claim_id || '').trim()
+        if (String(payload?.status || '').trim() === 'succeeded' && (claimNo || claimId)) {
+          emit('draft-saved', {
+            claimId,
+            claimNo,
+            status: 'submitted',
+            approvalStage: String(draftPayload.approval_stage || '直属领导审批').trim(),
+            documentType: 'application'
+          })
+        }
+      } finally {
+        reviewActionBusy.value = false
+      }
+    }
+
    function isWorkbenchBusy() {
      return submitting.value || reviewActionBusy.value || sessionSwitchBusy.value
    }
@@ -1796,6 +1914,12 @@ export default {
      }

      const href = String(anchor.getAttribute('href') || '').trim()
+      if (href === APPLICATION_SUBMIT_HREF) {
+        event.preventDefault()
+        openApplicationSubmitConfirm(message)
+        return
+      }
+
      if (href === REVIEW_NEXT_STEP_HREF) {
        event.preventDefault()
        openReviewNextStepConfirm(message)
@@ -1890,16 +2014,16 @@ export default {
      emit, ASSISTANT_DISPLAY_NAME, aiAvatar, userAvatar, fileInputRef, composerTextareaRef, messageListRef, composerDraft, composerDatePickerOpen, composerDateMode, composerSingleDate, composerRangeStartDate, composerRangeEndDate, composerBusinessTimeTags, composerCanApplyDateSelection,
      toggleComposerDatePicker, closeComposerDatePicker, setComposerDateMode, handleComposerDateInputChange, removeComposerBusinessTimeTag, flowSteps, flowRunId, flowRefreshBusy, completedFlowStepCount, flowOverallStatusTone, flowOverallStatusText, flowTotalDurationText,
      attachedFiles, composerFilesExpanded, visibleAttachedFiles, hiddenAttachedFileCount, submitting, sessionSwitchBusy, messages, currentInsight, linkedRequest, canSubmit, activeSessionType, isKnowledgeSession, hotKnowledgeQuestions,
-      hasInsightPanelContent, showInsightPanel, insightPanelToggleLabel, composerPlaceholder, currentIntentLabel, canDeleteCurrentSession, latestReviewMessage, activeReviewPayload, activeReviewPanelScope, activeReviewFilePreviews, reviewDrawerMode, isReviewOverviewDrawer, isReviewDocumentDrawer, isReviewRiskDrawer, isReviewFlowDrawer,
+      hasInsightPanelContent, showInsightPanel, insightPanelToggleLabel, assistantHeaderTitle, assistantHeaderDescription, composerPlaceholder, currentIntentLabel, canDeleteCurrentSession, latestReviewMessage, activeReviewPayload, activeReviewPanelScope, activeReviewFilePreviews, reviewDrawerMode, isReviewOverviewDrawer, isReviewDocumentDrawer, isReviewRiskDrawer, isReviewFlowDrawer,
      reviewDrawerTitle, reviewOverviewDrawerAvailable, reviewDocumentDrawerAvailable, reviewRiskDrawerAvailable, reviewFlowDrawerAvailable, reviewDocumentDrawerLabel, reviewDocumentDrawerIcon, reviewRiskDrawerLabel, reviewRiskDrawerIcon, reviewFlowDrawerLabel, reviewFlowDrawerIcon, activeReviewDocument, activeReviewDocumentIndex, activeReviewDocumentPreview, canPreviewActiveReviewDocument,
      reviewIntentText, reviewFactCards, reviewCategoryOptions, reviewOtherCategoryOptions, reviewSelectedOtherCategory, reviewInlineDirty, reviewInlineForm, reviewInlineEditorKey, reviewInlineErrors, reviewOtherCategoryOpen, reviewInlinePendingFiles, DATE_INPUT_FORMAT, REVIEW_SCENE_OTHER_OPTION, REVIEW_SCENE_OPTIONS, REVIEW_OTHER_CATEGORY_OPTIONS,
      workbenchVisible, reviewPanelConfidence, reviewRiskSummary, reviewRiskItems, reviewRiskEmpty, recognizedNarratives, reviewRecognitionNotes, reviewDocumentSummaries, reviewDocumentCount, reviewDocumentDirty, reviewHasUnsavedChanges,
-      travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, nextStepConfirmDialog, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
+      travelCalculatorOpen, travelCalculatorBusy, travelCalculatorError, travelCalculatorResult, travelCalculatorForm, travelCalculatorCanSubmit, deleteSessionDialogOpen, applicationSubmitConfirmDialog, nextStepConfirmDialog, reviewActionBusy, deleteSessionBusy, documentPreviewDialog, shortcuts,
      resolveReviewMissingSlotCards, resolveReviewRiskBriefs, buildReviewHeadline, buildReviewSubline, buildReviewStateLabel, buildReviewStateTone, buildReviewPlainFollowupCopy, buildReviewPlainFollowupForMessage, buildReviewNextStepRichCopyForMessage, buildMessageBubbleClass, resolveReviewFooterActions, resolveReviewSaveDraftAction, buildReviewPrimaryButtonLabel, buildReviewMainMessageText,
      renderMarkdown, buildExpenseQueryWindowLabel, buildExpenseQueryHint, getExpenseQueryActivePage, getExpenseQueryTotalPages, getExpenseQueryVisibleRecords, resolveDocumentPreview, triggerFileUpload, applyComposerDateSelection, handleFilesChange, handleComposerInput, handleComposerEnter, runShortcut, runWelcomeQuickAction: runShortcut, handleSuggestedAction, isSuggestedActionSelected, askHotKnowledgeQuestion, resolveKnowledgeRankLabel, resolveKnowledgeRankTone,
      refreshFlowRunDetail, formatFlowStepDuration, resolveFlowStepStatusLabel, resolveFlowStepDetail, toggleInsightPanel, openTravelCalculator, toggleTravelCalculator, closeTravelCalculator, submitTravelCalculator, switchToReviewOverviewDrawer, toggleReviewDocumentDrawer, toggleReviewRiskDrawer, toggleReviewFlowDrawer, toggleAttachedFilesExpanded, removeAttachedFile, clearAttachedFiles,
      requestCloseWorkbench, emitCloseAfterLeave, handleAssistantModalAfterEnter, openExpenseQueryRecord, handleExpenseQueryRecordClick, setExpenseQueryPage, shiftExpenseQueryPage, openDeleteSessionDialog, closeDeleteSessionDialog, confirmDeleteCurrentSession, openInlineReviewEditor, closeInlineReviewEditor, commitInlineReviewEditor, clearInlineReviewFieldError, selectInlineScene, selectReviewCategory, selectReviewOtherCategory,
-      queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, closeReviewNextStepConfirm, confirmReviewNextStepSubmit, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
+      queryDraftByClaimNo, appendReviewRiskBriefToConversation, appendExpenseQueryRiskToConversation, goReviewDocument, openActiveReviewDocumentPreview, closeDocumentPreview, saveInlineReviewChanges, submitComposer, handleAssistantMarkdownClick, handleReviewAction, handleSaveDraftDirectly, closeApplicationSubmitConfirm, confirmApplicationSubmit, closeReviewNextStepConfirm, confirmReviewNextStepSubmit, isDraftSavedReviewMessage, canUseInlineSaveDraft, handleInlineSaveDraft
    }
  }
 }
--- a/web/src/views/scripts/TravelRequestDetailView.js
+++ b/web/src/views/scripts/TravelRequestDetailView.js
@@ -45,6 +45,7 @@ import {
  buildOptionalTravelReceiptRiskCards,
  formatCurrency,
  isPlaceholderValue,
+  isApplicationDocumentRequest,
  isRouteDescriptionExpenseType,
  isSyntheticLocationDisplay,
  isValidIsoDate,
@@ -192,6 +193,10 @@ function buildExpenseItemViewModel(source, index, requestModel, travelTimeLabelM
    attachmentStatus: isSystemGenerated ? '无需附件' : attachments.length ? '已关联票据' : '未上传',

 function buildOptionalTravelReceiptRiskCards(requestModel, items) {
+  if (isApplicationDocumentRequest(requestModel)) {
+    return []
+  }
+
  const normalizedItems = Array.isArray(items) ? items : []
  const isTravelContext =
    requestModel?.detailVariant === 'travel' ||
@@ -449,7 +454,8 @@ export default {
      )
    })

-    const isTravelRequest = computed(() => request.value.detailVariant === 'travel')
+    const isApplicationDocument = computed(() => isApplicationDocumentRequest(request.value))
+    const isTravelRequest = computed(() => request.value.detailVariant === 'travel' && !isApplicationDocument.value)
    const isDraftRequest = computed(() => request.value.approvalKey === 'draft')
    const isEditableRequest = computed(() => ['draft', 'supplement'].includes(request.value.approvalKey))
    const canOpenAiEntry = computed(() => isEditableRequest.value)
@@ -478,39 +484,59 @@ export default {
          && canApproveLeaderExpenseClaims(currentUser.value)
        )
        || (
-          isFinanceApprovalStage.value
+          !isApplicationDocument.value
+          && isFinanceApprovalStage.value
          && isFinanceUser(currentUser.value)
        )
      )
    )
    const showLeaderApprovalPanel = computed(() => canApproveRequest.value)
    const approvalOpinionTitle = computed(() => (isFinanceApprovalStage.value ? '财务意见' : '领导意见'))
-    const approvalOpinionPlaceholder = computed(() =>
-      isFinanceApprovalStage.value
-        ? '请输入财务终审意见，可补充票据核验、金额一致性或入账关注点。'
-        : '请输入审批意见，可补充核实情况、费用合理性或后续财务关注点。'
-    )
-    const approvalOpinionHint = computed(() =>
-      isFinanceApprovalStage.value ? '审核通过后将进入归档入账。' : '审批通过后将流转至财务审批。'
-    )
+    const approvalOpinionPlaceholder = computed(() => {
+      if (isFinanceApprovalStage.value) {
+        return '请输入财务终审意见，可补充票据核验、金额一致性或入账关注点。'
+      }
+      if (isApplicationDocument.value) {
+        return '请输入审批意见，可补充业务必要性、预算合理性或执行要求。'
+      }
+      return '请输入审批意见，可补充核实情况、费用合理性或后续财务关注点。'
+    })
+    const approvalOpinionHint = computed(() => {
+      if (isFinanceApprovalStage.value) {
+        return '审核通过后将进入归档入账。'
+      }
+      return isApplicationDocument.value ? '审批通过后申请流程完成。' : '审批通过后将流转至财务审批。'
+    })
    const approvalConfirmBadge = computed(() => (isFinanceApprovalStage.value ? '财务终审' : '领导审批'))
-    const approvalConfirmDescription = computed(() =>
-      isFinanceApprovalStage.value
-        ? '确认后该报销单会完成财务终审并进入归档入账，请确认票据、金额与财务意见无误。'
-        : '确认后该报销单会从直属领导审批流转到财务审批，请确认申请信息与领导意见无误。'
-    )
-    const approvalNextStage = computed(() => (isFinanceApprovalStage.value ? '归档入账' : '财务审批'))
-    const approvalSuccessToast = computed(() =>
-      isFinanceApprovalStage.value
-        ? `${request.value.id} 已完成财务终审，进入归档入账。`
+    const approvalConfirmDescription = computed(() => {
+      if (isFinanceApprovalStage.value) {
+        return '确认后该报销单会完成财务终审并进入归档入账，请确认票据、金额与财务意见无误。'
+      }
+      if (isApplicationDocument.value) {
+        return '确认后该申请单会完成直属领导审批，请确认申请信息与领导意见无误。'
+      }
+      return '确认后该报销单会从直属领导审批流转到财务审批，请确认申请信息与领导意见无误。'
+    })
+    const approvalNextStage = computed(() => {
+      if (isFinanceApprovalStage.value) {
+        return '归档入账'
+      }
+      return isApplicationDocument.value ? '审批完成' : '财务审批'
+    })
+    const approvalSuccessToast = computed(() => {
+      if (isFinanceApprovalStage.value) {
+        return `${request.value.id} 已完成财务终审，进入归档入账。`
+      }
+      return isApplicationDocument.value
+        ? `${request.value.id} 申请已审批通过。`
        : `${request.value.id} 已审批通过，流转至财务审批。`
-    )
+    })
    const deleteActionLabel = computed(() => (isDraftRequest.value ? '删除草稿' : '删除单据'))
    const deleteDialogTitle = computed(() => `确认${deleteActionLabel.value} ${request.value.id} 吗？`)
    const deleteDialogDescription = computed(() =>
      isDraftRequest.value
        ? '删除后该草稿及其当前费用明细将不可恢复，请确认本次操作。'
-        : '删除后该报销单及费用明细将不可恢复，请确认本次操作。'
+        : `删除后该${isApplicationDocument.value ? '申请单' : '报销单'}及费用明细将不可恢复，请确认本次操作。`
    )
    const actionBusy = computed(() =>
      Boolean(savingExpenseId.value)
@@ -562,7 +588,7 @@ export default {
    const heroFactItems = computed(() => [
      {
        key: 'document',
-        label: '报销单号',
+        label: isApplicationDocument.value ? '申请单号' : '报销单号',
        value: request.value.documentNo || request.value.id,
        icon: 'mdi mdi-camera-outline',
        valueClass: ''
@@ -576,14 +602,14 @@ export default {
      },
      {
        key: 'amount',
-        label: '报销金额',
+        label: isApplicationDocument.value ? '预计金额' : '报销金额',
        value: request.value.amountDisplay,
        icon: '',
        valueClass: 'amount'
      },
      {
        key: 'type',
-        label: isTravelRequest.value ? '差旅类型' : '报销类型',
+        label: isApplicationDocument.value ? '申请类型' : isTravelRequest.value ? '差旅类型' : '报销类型',
        value: request.value.typeLabel,
        icon: '',
        valueClass: ''
@@ -600,7 +626,7 @@ export default {
    const progressSteps = computed(() =>
      Array.isArray(request.value.progressSteps) && request.value.progressSteps.length
        ? request.value.progressSteps
-        : buildFallbackProgressSteps()
+        : buildFallbackProgressSteps(request.value)
    )

    const currentProgressRingMotion = {
@@ -1530,7 +1556,11 @@ export default {
        const claimStatus = String(payload?.status || '').trim().toLowerCase()
        const approvalStage = String(payload?.approval_stage || payload?.approvalStage || '').trim()
        if (claimStatus === 'submitted') {
-          toast(`${request.value.id} 已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`)
+          toast(
+            isApplicationDocument.value
+              ? `${request.value.id} 申请单已提交${approvalStage ? `，当前节点：${approvalStage}` : '，等待直属领导审批'}。`
+              : `${request.value.id} 已完成 AI预审${approvalStage ? `，当前节点：${approvalStage}` : '，并已提交审批'}。`
+          )
        } else if (claimStatus === 'supplement') {
          toast(`${request.value.id} AI预审未通过，已转待补充。`)
        } else {
@@ -1577,7 +1607,7 @@ export default {
      try {
        const payload = await deleteExpenseClaim(request.value.claimId)
        deleteDialogOpen.value = false
-        toast(payload?.message || `${request.value.id} 报销单已删除。`)
+        toast(payload?.message || `${request.value.id} ${isApplicationDocument.value ? '申请单' : '报销单'}已删除。`)
        emit('request-deleted', { claimId: request.value.claimId })
      } catch (error) {
        toast(error?.message || '删除单据失败，请稍后重试。')
@@ -1722,7 +1752,7 @@ export default {
      expenseTypeOptions: EXPENSE_TYPE_OPTIONS,
      goToNextSubmitRisk, goToPreviousSubmitRisk,
      handleAddExpenseItem, handleApproveRequest, handleDeleteRequest, handleExpenseFileChange,
-      handleReturnRequest, handleSubmit, heroFactItems, isDraftRequest, isEditableRequest, isTravelRequest,
+      handleReturnRequest, handleSubmit, heroFactItems, isApplicationDocument, isDraftRequest, isEditableRequest, isTravelRequest,
      isMajorExpenseRisk,
      openAiEntry, openAttachmentPreview, goToNextAttachmentPreview, goToPreviousAttachmentPreview,
      profile, progressSteps, request, leaderOpinion, removeExpenseAttachment, removeExpenseItem,
--- a/web/src/views/scripts/travelReimbursementConversationModel.js
+++ b/web/src/views/scripts/travelReimbursementConversationModel.js
@@ -9,14 +9,65 @@ import {
 } from './travelReimbursementGuidedFlowModel.js'

 export const SESSION_TYPE_EXPENSE = 'expense'
+export const SESSION_TYPE_APPLICATION = 'application'
+export const SESSION_TYPE_APPROVAL = 'approval'
 export const SESSION_TYPE_KNOWLEDGE = 'knowledge'

+export const ASSISTANT_SESSION_TYPES = [
+  SESSION_TYPE_APPLICATION,
+  SESSION_TYPE_EXPENSE,
+  SESSION_TYPE_APPROVAL,
+  SESSION_TYPE_KNOWLEDGE
+]
+
+export const ASSISTANT_SESSION_MODE_OPTIONS = [
+  {
+    key: SESSION_TYPE_APPLICATION,
+    label: '申请助手',
+    icon: 'mdi mdi-file-plus-outline',
+    description: '只处理费用申请、事前审批、申请材料和申请状态'
+  },
+  {
+    key: SESSION_TYPE_EXPENSE,
+    label: '报销助手',
+    icon: 'mdi mdi-receipt-text-plus-outline',
+    description: '只处理报销发起、票据识别、草稿归集和报销状态'
+  },
+  {
+    key: SESSION_TYPE_APPROVAL,
+    label: '审核助手',
+    icon: 'mdi mdi-clipboard-check-outline',
+    description: '只处理待审单据、风险解释、审批动作和审核意见'
+  },
+  {
+    key: SESSION_TYPE_KNOWLEDGE,
+    label: '财务知识助手',
+    icon: 'mdi mdi-book-open-page-variant-outline',
+    description: '只处理财务制度、标准规则、票据要求和政策解释'
+  }
+]
+
+export function normalizeAssistantSessionType(sessionType, fallback = SESSION_TYPE_EXPENSE) {
+  const normalized = String(sessionType || '').trim()
+  if (ASSISTANT_SESSION_TYPES.includes(normalized)) {
+    return normalized
+  }
+  const fallbackType = String(fallback || '').trim()
+  return ASSISTANT_SESSION_TYPES.includes(fallbackType) ? fallbackType : SESSION_TYPE_EXPENSE
+}
+
+export function resolveAssistantSessionMode(sessionType) {
+  const normalized = normalizeAssistantSessionType(sessionType)
+  return ASSISTANT_SESSION_MODE_OPTIONS.find((item) => item.key === normalized) || ASSISTANT_SESSION_MODE_OPTIONS[1]
+}
+
 export const aiAvatar = '/assets/header.png'
 export const userAvatar = '/assets/person.png'

 export const SOURCE_LABELS = {
  workbench: '来自个人工作台',
  topbar: '来自发起报销',
+  application: '来自发起申请',
  detail: '来自智能录入',
  upload: '来自附件上传',
  requests: '来自报销列表'
@@ -109,6 +160,42 @@ export const EXPENSE_WELCOME_QUICK_ACTIONS = [
  }
 ]

+export const APPLICATION_WELCOME_QUICK_ACTIONS = [
+  {
+    label: '快速发起申请',
+    prompt: '我想快速发起一笔费用申请，请先帮我判断申请类型并引导补充信息。',
+    icon: 'mdi mdi-file-plus-outline'
+  },
+  {
+    label: '查询申请状态',
+    prompt: '帮我查询我的费用申请单状态，筛选最近的 5 条记录。',
+    icon: 'mdi mdi-file-search-outline'
+  },
+  {
+    label: '申请材料清单',
+    prompt: '请告诉我发起费用申请通常需要准备哪些关键信息和附件。',
+    icon: 'mdi mdi-clipboard-text-search-outline'
+  }
+]
+
+export const APPROVAL_WELCOME_QUICK_ACTIONS = [
+  {
+    label: '待我审核',
+    prompt: '帮我查询当前待我审核的单据，筛选最近的 5 条记录。',
+    icon: 'mdi mdi-clipboard-list-outline'
+  },
+  {
+    label: '审核风险说明',
+    prompt: '帮我梳理待审核单据中需要重点关注的风险，并按高、中、低风险分类说明。',
+    icon: 'mdi mdi-alert-circle-outline'
+  },
+  {
+    label: '生成审核意见',
+    prompt: '请根据当前待审核单据的风险点，帮我生成一段专业、克制的审核意见草稿。',
+    icon: 'mdi mdi-text-box-edit-outline'
+  }
+]
+
 export const HOT_KNOWLEDGE_QUESTIONS = [
  '差旅住宿标准按什么规则执行？',
  '酒店超标后如何申请例外报销？',
@@ -418,7 +505,8 @@ export function buildWelcomeUserContext(user = {}) {
 }

 export function buildWelcomeQuickActions(sessionType, user, entrySource, linkedRequest) {
-  if (sessionType === SESSION_TYPE_KNOWLEDGE) {
+  const normalizedSessionType = normalizeAssistantSessionType(sessionType)
+  if (normalizedSessionType === SESSION_TYPE_KNOWLEDGE) {
    return HOT_KNOWLEDGE_QUESTIONS.slice(0, 6).map((question) => ({
      label: question.length > 20 ? `${question.slice(0, 20)}…` : question,
      prompt: question,
@@ -426,23 +514,58 @@ export function buildWelcomeQuickActions(sessionType, user, entrySource, linkedR
    }))
  }

+  if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
+    return APPLICATION_WELCOME_QUICK_ACTIONS
+  }
+
+  if (normalizedSessionType === SESSION_TYPE_APPROVAL) {
+    return APPROVAL_WELCOME_QUICK_ACTIONS
+  }
+
  return EXPENSE_WELCOME_QUICK_ACTIONS
 }

 export function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
+  const normalizedSessionType = normalizeAssistantSessionType(sessionType)
  const ctx = buildWelcomeUserContext(user || {})
  const greeting = ctx.isAdmin ? `${ctx.honorific}，您好` : `您好，${ctx.honorific}`

-  if (sessionType === SESSION_TYPE_KNOWLEDGE) {
+  if (normalizedSessionType === SESSION_TYPE_KNOWLEDGE) {
    return [
      `${greeting}！今日是 **${ctx.dateLine}**。`,
      '',
-      '欢迎进入 **个人财务中心 · 知识问答**。我是您的财务助手，可以帮您查制度、报销标准、票据要求和常见财务问题。',
+      '**欢迎来到个人财务中心 · 财务知识助手。** 我可以帮您查制度、报销标准、票据要求和常见财务问题，并保持知识问答对话独立记录。',
+      '',
+      '业务范围：财务制度、标准规则、票据要求和政策口径解释。发起申请、报销处理或审核动作请切换到对应助手。',
      '',
      '您可以直接输入问题，或点击下方「猜你想问」快速开始。'
    ].join('\n')
  }

+  if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
+    return [
+      `${greeting}！今日是 **${ctx.dateLine}**。`,
+      '',
+      '**欢迎来到个人财务中心 · 申请助手。** 我会先判断您要处理的是费用申请、报销申请还是其他财务事项，再按对应流程引导补充信息。',
+      '',
+      '业务范围：费用申请、事前审批、申请材料清单和申请单状态。报销票据、审核处理和制度问答请切换到对应助手。',
+      '',
+      '您可以直接描述申请事项，或点击下方快捷操作开始发起申请。'
+    ].join('\n')
+  }
+
+  if (normalizedSessionType === SESSION_TYPE_APPROVAL) {
+    return [
+      `${greeting}！今日是 **${ctx.dateLine}**。`,
+      '',
+      '**欢迎来到个人财务中心 · 审核助手。** 我可以帮您查询待审单据、解释风险点、整理审核意见，并保持审核对话独立记录。',
+      '',
+      '业务范围：待审单据查询、审批动作、风险解释和审核意见草稿。申请、报销和制度问答请切换到对应助手。',
+      '',
+      '您可以直接输入要审核或查询的内容，或点击下方快捷操作快速开始。'
+    ].join('\n')
+  }
+
  if (entrySource === 'detail' && linkedRequest?.id) {
    return [
      `${greeting}！今日是 **${ctx.dateLine}**。`,
@@ -456,16 +579,19 @@ export function buildWelcomeMessage(entrySource, linkedRequest, sessionType = SE
  return [
    `${greeting}！今日是 **${ctx.dateLine}**。`,
    '',
-    '**欢迎来到个人财务中心。** 我是您的财务助手，可以陪您完成票据识别、报销信息核对、待补项提醒和风险说明。',
+    '**欢迎来到个人财务中心 · 报销助手。** 我可以陪您完成报销发起、票据识别、草稿归集、报销信息核对、待补项提醒和风险说明，并保持报销对话独立记录。',
+    '',
+    '业务范围：发起报销、票据识别、草稿归集、报销状态查询和报销信息核对。申请、审核和制度问答请切换到对应助手。',
    '',
    '您可以描述一笔费用、上传票据，或点击下方快捷操作直接开始。'
  ].join('\n')
 }

 export function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SESSION_TYPE_EXPENSE, user = null) {
+  const normalizedSessionType = normalizeAssistantSessionType(sessionType)
  const ctx = buildWelcomeUserContext(user || {})

-  if (sessionType === SESSION_TYPE_KNOWLEDGE) {
+  if (normalizedSessionType === SESSION_TYPE_KNOWLEDGE) {
    return {
      intent: 'welcome',
      metricLabel: '今日',
@@ -476,11 +602,36 @@ export function buildWelcomeInsight(entrySource, linkedRequest, sessionType = SE
    }
  }

+  if (normalizedSessionType === SESSION_TYPE_APPLICATION) {
+    return {
+      intent: 'welcome',
+      metricLabel: '当前助手',
+      metricValue: '申请助手',
+      title: '申请助手',
+      summary: `${ctx.honorific}，这里会单独保存费用申请相关对话，不会混入报销、审核或知识问答记录。`,
+      agent: null
+    }
+  }
+
+  if (normalizedSessionType === SESSION_TYPE_APPROVAL) {
+    return {
+      intent: 'welcome',
+      metricLabel: '当前助手',
+      metricValue: '审核助手',
+      title: '审核助手',
+      summary: `${ctx.honorific}，这里会单独保存审核相关对话，适合查询待审单据、风险点和审核意见。`,
+      agent: null
+    }
+  }
+
  return {
    intent: 'welcome',
-    metricLabel: '助手状态',
-    metricValue: '待您吩咐',
-    title: entrySource === 'detail' && linkedRequest?.id ? `已关联 ${linkedRequest.id}` : '个人财务中心',
+    metricLabel: '当前助手',
+    metricValue: '报销助手',
+    title:
+      entrySource === 'detail' && linkedRequest?.id
+        ? `已关联 ${linkedRequest.id}`
+        : '报销助手',
    summary:
      entrySource === 'detail' && linkedRequest?.id
        ? `${ctx.honorific}，发送消息或上传附件后，我会结合当前单据继续识别并提示待补项。`
@@ -497,10 +648,10 @@ export function createWelcomeAssistantMessage(entrySource, linkedRequest, sessio
  })
 }

-export function resolveInitialSessionType(conversation) {
+export function resolveInitialSessionType(conversation, fallback = SESSION_TYPE_EXPENSE) {
  const stateJson = conversation?.state_json || conversation?.stateJson || {}
  const sessionType = String(stateJson?.session_type || '').trim()
-  return sessionType || SESSION_TYPE_EXPENSE
+  return normalizeAssistantSessionType(sessionType, fallback)
 }

 export function buildInitialInsightFromConversation(conversation) {
--- a/web/src/views/scripts/travelRequestDetailExpenseModel.js
+++ b/web/src/views/scripts/travelRequestDetailExpenseModel.js
@@ -49,6 +49,32 @@ export function normalizeExpenseType(value) {
  return String(value || '').trim() || 'other'
 }

+export function isApplicationDocumentRequest(request) {
+  const documentType = String(
+    request?.documentTypeCode
+    || request?.document_type_code
+    || request?.documentType
+    || request?.document_type
+    || ''
+  ).trim()
+  const claimNo = String(
+    request?.claimNo
+    || request?.claim_no
+    || request?.documentNo
+    || request?.id
+    || ''
+  ).trim().toUpperCase()
+  const typeCode = normalizeExpenseType(request?.typeCode || request?.expense_type)
+
+  return (
+    documentType === 'application'
+    || documentType === 'expense_application'
+    || claimNo.startsWith('APP-')
+    || typeCode === 'application'
+    || typeCode.endsWith('_application')
+  )
+}
+
 export function resolveExpenseTypeLabel(value) {
  const normalized = normalizeExpenseType(value)
  return EXPENSE_TYPE_OPTIONS.find((option) => option.value === normalized)?.label
@@ -131,7 +157,41 @@ export function resolveExpenseDescriptionDetail(itemType, itemLocation) {
  return resolveLocationDisplay(itemLocation, itemType)
 }

-export function buildFallbackProgressSteps() {
+export function buildFallbackProgressSteps(requestModel = {}) {
+  if (isApplicationDocumentRequest(requestModel)) {
+    const node = String(requestModel?.node || requestModel?.workflowNode || requestModel?.approvalStage || '').trim()
+    const approvalKey = String(requestModel?.approvalKey || '').trim()
+    const completed = approvalKey === 'completed' || /审批完成|申请完成|已完成/.test(node)
+    const inLeaderApproval = approvalKey === 'in_progress' || /直属领导|领导审批|审批中/.test(node)
+
+    return [
+      {
+        index: 1,
+        label: '创建申请',
+        time: completed || inLeaderApproval ? '已完成' : '进行中',
+        done: completed || inLeaderApproval,
+        active: true,
+        current: !(completed || inLeaderApproval)
+      },
+      {
+        index: 2,
+        label: '直属领导审批',
+        time: completed ? '已完成' : inLeaderApproval ? '进行中' : '待处理',
+        done: completed,
+        active: completed || inLeaderApproval,
+        current: !completed && inLeaderApproval
+      },
+      {
+        index: 3,
+        label: '审批完成',
+        time: completed ? '已完成' : '待处理',
+        done: completed,
+        active: completed,
+        current: false
+      }
+    ]
+  }
+
  return [
    { index: 1, label: '创建单据', time: '已完成', done: true, active: true },
    { index: 2, label: '待提交', time: '进行中', active: true, current: true },
@@ -143,6 +203,10 @@ export function buildFallbackProgressSteps() {
 }

 export function buildFallbackExpenseItems(request) {
+  if (isApplicationDocumentRequest(request)) {
+    return []
+  }
+
  return [
    buildExpenseItemViewModel({
      id: 'fallback-1',
@@ -413,6 +477,10 @@ export function buildExpenseDraftIssues(item) {
 }

 export function buildOptionalTravelReceiptRiskCards(requestModel, items) {
+  if (isApplicationDocumentRequest(requestModel)) {
+    return []
+  }
+
  const normalizedItems = Array.isArray(items) ? items : []
  const isTravelContext =
    requestModel?.detailVariant === 'travel' ||
--- a/web/src/views/scripts/useTravelReimbursementComposerTools.js
+++ b/web/src/views/scripts/useTravelReimbursementComposerTools.js
@@ -91,7 +91,7 @@ function stripBusinessTimePrefix(text) {

 function resolveDestinationFromText(text) {
  const normalized = normalizeComposerText(text).replace(/\s+/g, '')
-  const targetMatch = normalized.match(/(?:去|到|赴|前往)([^，,。；;]+)/u)
+  const targetMatch = normalized.match(/(?:出差|去|到|赴|前往)([^，,。；;]+)/u)
  const targetText = String(targetMatch?.[1] || '').trim()
  if (!targetText) {
    return ''
@@ -117,7 +117,7 @@ function resolveTripDaysFromText(text, businessTimeContext) {

 function resolveReasonFromText(text, destination) {
  let reason = normalizeComposerText(text)
-    .replace(/^(?:去|到|赴|前往)\s*/u, '')
+    .replace(/^(?:出差|去|到|赴|前往)\s*/u, '')
    .trim()

  if (destination && reason.startsWith(destination)) {
--- a/web/src/views/scripts/useTravelReimbursementFlow.js
+++ b/web/src/views/scripts/useTravelReimbursementFlow.js
@@ -459,7 +459,21 @@ export function useTravelReimbursementFlow({
        detail: '正在根据当前票据新建报销草稿...'
      }
    }
-    const config = configs[reviewAction] || {
+    const defaultConfigBySessionType = {
+      application: {
+        key: 'application-review-preview',
+        title: '申请信息核对',
+        tool: 'user_agent.application_review_preview',
+        detail: '正在整理申请事项和待补充信息...'
+      },
+      approval: {
+        key: 'approval-review-preview',
+        title: '审核信息核对',
+        tool: 'user_agent.approval_review_preview',
+        detail: '正在整理待审核单据、风险点和审核建议...'
+      }
+    }
+    const config = configs[reviewAction] || defaultConfigBySessionType[String(activeSessionType.value || '').trim()] || {
      key: 'expense-review-preview',
      title: '报销信息核对',
      tool: 'user_agent.expense_review_preview',
--- a/web/src/views/scripts/useTravelReimbursementSessionState.js
+++ b/web/src/views/scripts/useTravelReimbursementSessionState.js
@@ -1,6 +1,6 @@
 import { nextTick, ref } from 'vue'

-import { clearUserConversations, fetchLatestConversation } from '../../services/orchestrator.js'
+import { fetchLatestConversation } from '../../services/orchestrator.js'
 import {
  clearAssistantSessionSnapshot,
  readAssistantSessionSnapshot,
@@ -11,8 +11,9 @@ import {
  filterPersistableFilePreviews
 } from './travelReimbursementAttachmentModel.js'
 import {
+  ASSISTANT_SESSION_TYPES,
+  SESSION_TYPE_APPLICATION,
  SESSION_TYPE_EXPENSE,
-  SESSION_TYPE_KNOWLEDGE,
  buildInitialInsightFromConversation,
  buildWelcomeInsight,
  buildWelcomeQuickActions,
@@ -20,6 +21,7 @@ import {
  hasMeaningfulSessionMessages,
  normalizeInitialConversationMessages,
  normalizeSnapshotMessages,
+  normalizeAssistantSessionType,
  resolveInitialConversationId,
  resolveInitialDraftClaimId,
  resolveInitialSessionType,
@@ -41,6 +43,10 @@ export function useTravelReimbursementSessionState({
  scrollToBottom,
  getSessionRuntimeRefs = () => ({})
 }) {
+  function resolveDefaultSessionTypeFromEntry() {
+    return props.entrySource === 'application' ? SESSION_TYPE_APPLICATION : SESSION_TYPE_EXPENSE
+  }
+
  function refreshWelcomeQuickActions(messages, sessionType) {
    if (!Array.isArray(messages) || !messages.length) {
      return []
@@ -58,8 +64,8 @@ export function useTravelReimbursementSessionState({
    ))
  }

-  function buildConversationSessionState(conversation, fallbackSessionType = SESSION_TYPE_EXPENSE) {
-    const sessionType = resolveInitialSessionType(conversation) || fallbackSessionType
+  function buildConversationSessionState(conversation, fallbackSessionType = resolveDefaultSessionTypeFromEntry()) {
+    const sessionType = resolveInitialSessionType(conversation, fallbackSessionType)
    const restoredMessages = refreshWelcomeQuickActions(normalizeInitialConversationMessages(conversation), sessionType)
    const initialInsight = buildInitialInsightFromConversation(conversation)
    const restoredReviewFilePreviews = buildReviewFilePreviewsFromMessages(restoredMessages)
@@ -84,17 +90,18 @@ export function useTravelReimbursementSessionState({
  }

  function buildEmptySessionState(sessionType) {
+    const normalizedSessionType = normalizeAssistantSessionType(sessionType, resolveDefaultSessionTypeFromEntry())
    return {
-      sessionType,
+      sessionType: normalizedSessionType,
      messages: [
-        createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, sessionType, currentUser.value)
+        createWelcomeAssistantMessage(props.entrySource, linkedRequest.value, normalizedSessionType, currentUser.value)
      ],
      conversationId: '',
      draftClaimId: '',
      currentInsight: buildWelcomeInsight(
        props.entrySource,
        linkedRequest.value,
-        sessionType,
+        normalizedSessionType,
        currentUser.value
      ),
      reviewFilePreviews: [],
@@ -107,13 +114,16 @@ export function useTravelReimbursementSessionState({
    }
  }

-  function buildPersistedSessionState(snapshot, fallbackSessionType = SESSION_TYPE_EXPENSE) {
+  function buildPersistedSessionState(snapshot, fallbackSessionType = resolveDefaultSessionTypeFromEntry()) {
    const state = snapshot?.state && typeof snapshot.state === 'object' ? snapshot.state : null
    if (!state) {
      return null
    }

-    const sessionType = String(state.sessionType || snapshot.sessionType || fallbackSessionType || '').trim() || SESSION_TYPE_EXPENSE
+    const sessionType = normalizeAssistantSessionType(
+      state.sessionType || snapshot.sessionType || fallbackSessionType,
+      fallbackSessionType
+    )
    const restoredMessages = refreshWelcomeQuickActions(normalizeSnapshotMessages(state.messages), sessionType)
    if (
      !hasMeaningfulSessionMessages(restoredMessages)
@@ -148,13 +158,16 @@ export function useTravelReimbursementSessionState({
    return String(user.username || user.name || 'anonymous').trim() || 'anonymous'
  }

-  const initialSessionType = resolveInitialSessionType(props.initialConversation)
+  const defaultInitialSessionType = resolveDefaultSessionTypeFromEntry()
+  const initialSessionType = props.initialConversation
+    ? resolveInitialSessionType(props.initialConversation, defaultInitialSessionType)
+    : defaultInitialSessionType
  const shouldPersistLocalSnapshot = props.entrySource !== 'detail'
  const conversationInitialState = props.initialConversation
    ? buildConversationSessionState(props.initialConversation, initialSessionType)
    : buildEmptySessionState(initialSessionType)
  const canRestorePersistedInitialState =
-    props.entrySource === 'workbench'
+    shouldPersistLocalSnapshot
      && !String(props.initialPrompt || '').trim()
      && !props.initialFiles.length
  const persistedInitialSnapshot = readAssistantSessionSnapshot(resolveCurrentUserId(), initialSessionType)
@@ -174,21 +187,22 @@ export function useTravelReimbursementSessionState({
  const conversationId = ref(initialSessionState.conversationId)
  const draftClaimId = ref(initialSessionState.draftClaimId)
  const reviewFilePreviews = ref(initialSessionState.reviewFilePreviews)
-  const sessionSnapshots = ref({
-    [SESSION_TYPE_EXPENSE]: null,
-    [SESSION_TYPE_KNOWLEDGE]: null
-  })
+  const sessionSnapshots = ref(
+    ASSISTANT_SESSION_TYPES.reduce((result, sessionType) => {
+      result[sessionType] = null
+      return result
+    }, {})
+  )
  const currentInsight = ref(initialSessionState.currentInsight)
  const composerUploadIntent = ref(String(initialSessionState.composerUploadIntent || '').trim())
  const guidedFlowState = ref(normalizeGuidedFlowState(initialSessionState.guidedFlowState))
  const insightPanelCollapsed = ref(false)
  const sessionSwitchBusy = ref(false)
-  let knowledgeSessionResetPromise = Promise.resolve()

  function buildPersistableSessionState(sessionState) {
    const state = sessionState || captureCurrentSessionState()
    return {
-      sessionType: state.sessionType || SESSION_TYPE_EXPENSE,
+      sessionType: normalizeAssistantSessionType(state.sessionType, resolveDefaultSessionTypeFromEntry()),
      messages: serializeSessionMessages(state.messages),
      conversationId: String(state.conversationId || '').trim(),
      draftClaimId: String(state.draftClaimId || '').trim(),
@@ -244,7 +258,7 @@ export function useTravelReimbursementSessionState({
  function applySessionState(sessionState) {
    const runtimeRefs = getSessionRuntimeRefs()
    const nextState = sessionState || buildEmptySessionState(activeSessionType.value)
-    activeSessionType.value = nextState.sessionType || SESSION_TYPE_EXPENSE
+    activeSessionType.value = normalizeAssistantSessionType(nextState.sessionType, resolveDefaultSessionTypeFromEntry())
    messages.value = Array.isArray(nextState.messages) && nextState.messages.length
      ? nextState.messages
      : [
@@ -287,38 +301,18 @@ export function useTravelReimbursementSessionState({
  }

  async function loadLatestSessionState(targetSessionType) {
-    const payload = await fetchLatestConversation(resolveCurrentUserId(), targetSessionType, {
-      preferRecoverable: targetSessionType === SESSION_TYPE_EXPENSE
+    const normalizedTarget = normalizeAssistantSessionType(targetSessionType, resolveDefaultSessionTypeFromEntry())
+    const payload = await fetchLatestConversation(resolveCurrentUserId(), normalizedTarget, {
+      preferRecoverable: normalizedTarget === SESSION_TYPE_EXPENSE
    })
    if (payload?.found && payload.conversation) {
-      return buildConversationSessionState(payload.conversation, targetSessionType)
+      return buildConversationSessionState(payload.conversation, normalizedTarget)
    }
-    return buildEmptySessionState(targetSessionType)
-  }
-
-  function resetKnowledgeSessionSnapshot() {
-    const emptyKnowledgeState = buildEmptySessionState(SESSION_TYPE_KNOWLEDGE)
-    sessionSnapshots.value[SESSION_TYPE_KNOWLEDGE] = emptyKnowledgeState
-
-    if (activeSessionType.value === SESSION_TYPE_KNOWLEDGE) {
-      applySessionState(emptyKnowledgeState)
-    }
-  }
-
-  function clearKnowledgeSessionOnEntry() {
-    resetKnowledgeSessionSnapshot()
-    knowledgeSessionResetPromise = clearUserConversations(resolveCurrentUserId(), SESSION_TYPE_KNOWLEDGE)
-      .catch((error) => {
-        console.warn('Failed to clear knowledge session on entry:', error)
-      })
-      .finally(() => {
-        resetKnowledgeSessionSnapshot()
-      })
-    return knowledgeSessionResetPromise
+    return buildEmptySessionState(normalizedTarget)
  }

  async function switchSessionType(targetSessionType) {
-    const normalizedTarget = String(targetSessionType || '').trim() || SESSION_TYPE_EXPENSE
+    const normalizedTarget = normalizeAssistantSessionType(targetSessionType, resolveDefaultSessionTypeFromEntry())
    if (normalizedTarget === activeSessionType.value || sessionSwitchBusy.value) {
      return
    }
@@ -338,7 +332,7 @@ export function useTravelReimbursementSessionState({
      const emptyState = buildEmptySessionState(normalizedTarget)
      sessionSnapshots.value[normalizedTarget] = emptyState
      applySessionState(emptyState)
-      toast(error?.message || '?????????????????')
+      toast(error?.message || '切换助手失败，请稍后重试。')
    } finally {
      sessionSwitchBusy.value = false
    }
@@ -368,8 +362,6 @@ export function useTravelReimbursementSessionState({
    captureCurrentSessionState,
    applySessionState,
    loadLatestSessionState,
-    resetKnowledgeSessionSnapshot,
-    clearKnowledgeSessionOnEntry,
    switchSessionType
  }
 }
--- a/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
+++ b/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
@@ -3,6 +3,7 @@ import {
  buildAttachmentAssociationConfirmationMessage,
  buildUnsavedDraftAttachmentConfirmationMessage
 } from './travelReimbursementAttachmentModel.js'
+import { resolveAssistantScopeGuard } from '../../utils/assistantSessionScope.js'

 export function useTravelReimbursementSubmitComposer(ctx) {
  const {
@@ -238,6 +239,7 @@ export function useTravelReimbursementSubmitComposer(ctx) {
    function buildBackendMessage(rawText, fileNames, ocrSummary = '') {
      const parts = []
      const normalizedText = String(rawText || '').trim()
+      const sessionType = String(activeSessionType.value || '').trim()

      if (normalizedText) {
        parts.push(normalizedText)
@@ -245,7 +247,11 @@ export function useTravelReimbursementSubmitComposer(ctx) {
        parts.push(
          isKnowledgeSession.value
            ? `我上传了 ${fileNames.length} 份附件，请结合附件名称回答财务相关问题。`
-            : `我上传了 ${fileNames.length} 份票据，请结合附件名称给出报销建议并整理待核对信息。`
+            : sessionType === 'application'
+              ? `我上传了 ${fileNames.length} 份附件，请结合附件名称整理费用申请建议和待核对信息。`
+              : sessionType === 'approval'
+                ? `我上传了 ${fileNames.length} 份附件，请结合附件名称整理审核风险和处理建议。`
+                : `我上传了 ${fileNames.length} 份票据，请结合附件名称给出报销建议并整理待核对信息。`
        )
      }

@@ -358,6 +364,30 @@ export function useTravelReimbursementSubmitComposer(ctx) {
              ? `新上传 ${fileNames.length} 份票据，请单独建立报销单。`
              : `我上传了 ${fileNames.length} 份票据，请帮我识别并整理报销建议。`)

+      const scopeGuard = resolveAssistantScopeGuard(rawText, activeSessionType.value, {
+        attachmentCount: files.length,
+        hasActiveReviewPayload: Boolean(activeReviewPayload.value),
+        reviewAction
+      })
+      if (scopeGuard && !systemGenerated && !reviewAction && !options.skipScopeGuard) {
+        if (!options.skipUserMessage) {
+          messages.value.push(createMessage('user', userText, fileNames))
+        }
+        messages.value.push(createMessage('assistant', scopeGuard.text, [], {
+          meta: scopeGuard.meta,
+          suggestedActions: scopeGuard.suggestedActions
+        }))
+        composerDraft.value = ''
+        composerBusinessTimeTags.value = []
+        composerBusinessTimeDraftTouched.value = false
+        nextTick(() => {
+          adjustComposerTextareaHeight()
+          scrollToBottom()
+        })
+        persistSessionState()
+        return null
+      }
+
      const hasUnsavedReviewDraft = Boolean(
        !isKnowledgeSession.value &&
        files.length &&
@@ -521,7 +551,11 @@ export function useTravelReimbursementSubmitComposer(ctx) {
        options.pendingText || (
          isKnowledgeSession.value
            ? '正在整理财务知识答案...'
-            : '正在识别并整理右侧核对信息...'
+            : activeSessionType.value === 'application'
+              ? '正在识别并整理申请核对信息...'
+              : activeSessionType.value === 'approval'
+                ? '正在查询审核上下文并整理风险提示...'
+                : '正在识别并整理右侧核对信息...'
        ),
        [],
        {