feat: 增强差旅报销审核流程与票据智能推理

优化本体解析和编排器的差旅场景处理能力，完善报销单草稿
保存和费用明细同步逻辑，前端报销创建页面增加行程推理和
票据审核交互，新增助手会话快照工具函数，补充单元测试。

server/src/app/schemas/user_agent.py

@@ -22,6 +22,7 @@ class UserAgentSuggestedAction(BaseModel):
     label: str = Field(description="建议动作文案。")
     action_type: str = Field(description="动作类型，例如 open_detail / create_draft。")
     description: str = Field(default="", description="动作说明。")
+    payload: dict[str, Any] = Field(default_factory=dict, description="动作携带的结构化参数。")
 
 
 class UserAgentDraftPayload(BaseModel):

server/src/app/services/agent_conversations.py

@@ -22,6 +22,9 @@ STATEFUL_CONTEXT_KEYS = (
     "business_time_context",
 )
 REVIEW_FLOW_CONTEXT_KEYS = {
+    "draft_claim_id",
+    "draft_claim_no",
+    "draft_status",
     "request_context",
     "attachment_names",
     "attachment_count",
@@ -131,7 +134,11 @@ class AgentConversationService:
         resolved_retention_days = retention_days or self._resolve_retention_days()
         cutoff = datetime.now(UTC) - timedelta(days=max(1, resolved_retention_days))
         stmt = select(AgentConversation).where(AgentConversation.updated_at < cutoff)
-        expired_conversations = list(self.db.scalars(stmt).all())
+        expired_conversations = [
+            conversation
+            for conversation in self.db.scalars(stmt).all()
+            if not self._is_saved_conversation(conversation)
+        ]
         if not expired_conversations:
             return 0
 
@@ -141,6 +148,13 @@ class AgentConversationService:
         self.db.commit()
         return len(expired_conversations)
 
+    @staticmethod
+    def _is_saved_conversation(conversation: AgentConversation) -> bool:
+        if str(conversation.draft_claim_id or "").strip():
+            return True
+        state_json = dict(conversation.state_json or {})
+        return bool(str(state_json.get("draft_claim_id") or "").strip())
+
     def _resolve_retention_days(self) -> int:
         try:
             settings_row, _ = SettingsService(self.db).ensure_settings_ready()
@@ -232,6 +246,9 @@ class AgentConversationService:
             context_json=merged,
             message=message,
         )
+        if not should_hydrate_review_flow:
+            for key in REVIEW_FLOW_CONTEXT_KEYS:
+                merged.pop(key, None)
 
         merged["conversation_id"] = conversation.conversation_id
         merged["conversation_history"] = self.list_message_history(
@@ -264,7 +281,12 @@ class AgentConversationService:
         context_json: dict[str, Any],
         message: str | None,
     ) -> bool:
+        if isinstance(context_json.get("expense_scene_selection"), dict):
+            return True
         if AgentConversationService._resolve_draft_claim_id(context_json):
+            compact_message = str(message or "").replace(" ", "")
+            if compact_message and any(keyword in compact_message for keyword in NEW_EXPENSE_PROMPT_KEYWORDS):
+                return False
             return True
         if str(context_json.get("review_action") or "").strip():
             return True

server/src/app/services/document_intelligence.py

@@ -177,8 +177,8 @@ SUPPORTED_DOCUMENT_TYPES = tuple(DOCUMENT_TYPE_RULE_MAP.keys()) + ("other",)
 
 AMOUNT_PATTERNS = (
     re.compile(
-        r"(?:价税合计|合计金额|费用合计|订单(?:总)?金额|支付(?:金额)?|实付(?:金额)?|实收(?:金额)?|总(?:额|计|价)|票价|金额|车费|消费金额)"
-        r"[：:\s￥¥人民币]*([0-9]+(?:[.,][0-9]{1,2})?)"
+        r"(?:价税合计|合计金额|费用合计|总费用|费用总计|订单(?:总)?金额|支付(?:金额)?|实付(?:金额)?|实收(?:金额)?|总(?:额|计|价)|票价|金额|车费|消费金额|房费|住宿费)"
+        r"[：:\s￥¥人民币为是]*([0-9]+(?:[.,][0-9]{1,2})?)"
     ),
     re.compile(r"[￥¥]\s*([0-9]+(?:[.,][0-9]{1,2})?)"),
     re.compile(r"([0-9]+(?:[.,][0-9]{1,2})?)\s*元"),
@@ -721,6 +721,8 @@ def _extract_amount(text: str) -> str:
                 continue
             if candidate <= Decimal("0.00"):
                 continue
+            if _is_amount_match_date_fragment(candidate, text, match.start(1), match.end(1)):
+                continue
             if best_value is None or candidate > best_value:
                 best_value = candidate
 
@@ -731,6 +733,22 @@ def _extract_amount(text: str) -> str:
     return f"{text_value}元"
 
 
+def _is_amount_match_date_fragment(amount: Decimal, text: str, start: int, end: int) -> bool:
+    if start < 0 or end < 0:
+        return False
+    normalized = amount.quantize(Decimal("0.01"))
+    if normalized != normalized.to_integral_value() or normalized < Decimal("1900") or normalized > Decimal("2099"):
+        return False
+
+    before = str(text or "")[max(0, start - 8):start]
+    after = str(text or "")[end:end + 10]
+    if re.match(r"\s*(?:年|[-/.])\s*\d{1,2}", after):
+        return True
+    if re.search(r"\d{1,2}\s*(?:年|[-/.])\s*$", before):
+        return True
+    return False
+
+
 def _extract_date(text: str, *, document_type: str = "") -> str:
     matches = list(DATE_PATTERN.finditer(text))
     if not matches:

server/src/app/services/expense_claims.py

@@ -15,7 +15,7 @@ from types import SimpleNamespace
 from typing import Any
 from urllib.parse import quote
 
-from sqlalchemy import and_, func, or_, select
+from sqlalchemy import and_, func, inspect as sqlalchemy_inspect, or_, select
 from sqlalchemy.exc import IntegrityError
 from sqlalchemy.orm import Session, selectinload
 
@@ -78,6 +78,7 @@ TRAVEL_DETAIL_ITEM_TYPES = {
     "ride_ticket",
     "travel_allowance",
 }
+TRAVEL_ALLOWANCE_TRIGGER_ITEM_TYPES = {"train_ticket", "flight_ticket"}
 DOCUMENT_TYPE_ITEM_TYPE_MAP = {
     "train_ticket": "train_ticket",
     "flight_itinerary": "flight_ticket",
@@ -97,8 +98,8 @@ DOCUMENT_TYPE_SCENE_MAP = {
     "meeting_invoice": "meeting",
     "training_invoice": "training",
 }
-DOCUMENT_FACT_ITEM_TYPES = {"train_ticket", "flight_ticket", "hotel_ticket", "ride_ticket"}
-ROUTE_DESCRIPTION_ITEM_TYPES = {"train_ticket", "flight_ticket", "ride_ticket"}
+DOCUMENT_FACT_ITEM_TYPES = {"train_ticket", "flight_ticket", "hotel_ticket", "ride_ticket", "ship_ticket", "ferry_ticket"}
+ROUTE_DESCRIPTION_ITEM_TYPES = {"train_ticket", "flight_ticket", "ship_ticket", "ferry_ticket", "ride_ticket"}
 DOCUMENT_TRIP_DATE_LABELS = {
     "train_ticket": "列车出发时间",
     "flight_itinerary": "起飞日期",
@@ -253,6 +254,11 @@ DOCUMENT_ASSOCIATION_REVIEW_ACTIONS = {
     "link_to_existing_draft",
     "create_new_claim_from_documents",
 }
+PERSISTENT_EXPENSE_REVIEW_ACTIONS = {
+    "save_draft",
+    "next_step",
+    *DOCUMENT_ASSOCIATION_REVIEW_ACTIONS,
+}
 RETURN_REASON_OPTIONS = {
     "missing_attachment": "附件缺失或不清晰",
     "invoice_mismatch": "票据类型/金额与明细不一致",
@@ -262,11 +268,11 @@ RETURN_REASON_OPTIONS = {
     "approval_question": "审批人需要补充说明",
 }
 MAX_CLAIM_NO_RETRY_ATTEMPTS = 3
-DOCUMENT_AMOUNT_PATTERNS = (
-    re.compile(
-        r"(?:价税合计|合计金额|费用合计|订单(?:总)?金额|支付(?:金额)?|实付(?:金额)?|实收(?:金额)?|总(?:额|计|价)|票价|金额|车费|消费金额)"
-        r"[：:\s￥¥人民币]*([0-9]+(?:[.,][0-9]{1,2})?)"
-    ),
+DOCUMENT_AMOUNT_PATTERNS = (
+    re.compile(
+        r"(?:价税合计|合计金额|费用合计|总费用|费用总计|订单(?:总)?金额|支付(?:金额)?|实付(?:金额)?|实收(?:金额)?|总(?:额|计|价)|票价|金额|车费|消费金额|房费|住宿费)"
+        r"[：:\s￥¥人民币为是]*([0-9]+(?:[.,][0-9]{1,2})?)"
+    ),
     re.compile(r"[￥¥]\s*([0-9]+(?:[.,][0-9]{1,2})?)"),
     re.compile(r"([0-9]+(?:[.,][0-9]{1,2})?)\s*元"),
 )
@@ -518,21 +524,21 @@ class ExpenseClaimService:
 
         if payload.item_date is not None:
             item.item_date = payload.item_date
-        if payload.item_type is not None:
-            item.item_type = self._normalize_optional_text(payload.item_type, fallback=item.item_type) or item.item_type
-        if payload.item_reason is not None:
-            item.item_reason = (
-                self._normalize_optional_text(payload.item_reason, fallback=item.item_reason) or item.item_reason
-            )
-        if payload.item_location is not None:
-            item.item_location = (
-                self._normalize_optional_text(payload.item_location, fallback=item.item_location) or item.item_location
-            )
-        if payload.item_amount is not None:
-            amount = payload.item_amount.quantize(Decimal("0.01"))
-            if amount <= Decimal("0.00"):
-                raise ValueError("费用金额必须大于 0。")
-            item.item_amount = amount
+        if payload.item_type is not None:
+            item.item_type = self._normalize_optional_text(payload.item_type, fallback=item.item_type) or item.item_type
+        if payload.item_reason is not None:
+            item.item_reason = (
+                self._normalize_optional_text(payload.item_reason, allow_empty=True) or ""
+            )
+        if payload.item_location is not None:
+            item.item_location = (
+                self._normalize_optional_text(payload.item_location, allow_empty=True) or ""
+            )
+        if payload.item_amount is not None:
+            amount = payload.item_amount.quantize(Decimal("0.01"))
+            if amount < Decimal("0.00"):
+                raise ValueError("费用金额不能小于 0。")
+            item.item_amount = amount
         if payload.invoice_id is not None:
             item.invoice_id = self._normalize_optional_text(payload.invoice_id, allow_empty=True)
 
@@ -794,6 +800,10 @@ class ExpenseClaimService:
             "claim_id": claim.id,
             "item_id": item.id,
             "invoice_id": item.invoice_id,
+            "item_date": item.item_date.isoformat() if item.item_date else None,
+            "item_type": item.item_type,
+            "item_reason": item.item_reason,
+            "item_location": item.item_location,
             "item_amount": item.item_amount,
             "claim_amount": claim.amount,
             "attachment": self._build_attachment_payload(item),
@@ -929,26 +939,29 @@ class ExpenseClaimService:
 
         return claim
 
-    def save_or_submit_from_ontology(
-        self,
-        *,
-        run_id: str,
-        user_id: str | None,
+    def save_or_submit_from_ontology(
+        self,
+        *,
+        run_id: str,
+        user_id: str | None,
         message: str,
-        ontology: OntologyParseResult,
-        context_json: dict[str, Any],
-    ) -> dict[str, Any]:
-        result = self.upsert_draft_from_ontology(
-            run_id=run_id,
-            user_id=user_id,
-            message=message,
-            ontology=ontology,
-            context_json=context_json,
-        )
-
-        review_action = str(context_json.get("review_action") or "").strip()
-        if review_action != "next_step":
-            return result
+        ontology: OntologyParseResult,
+        context_json: dict[str, Any],
+    ) -> dict[str, Any]:
+        review_action = str(context_json.get("review_action") or "").strip()
+        if review_action not in PERSISTENT_EXPENSE_REVIEW_ACTIONS:
+            return self._build_expense_review_preview_result(context_json)
+
+        result = self.upsert_draft_from_ontology(
+            run_id=run_id,
+            user_id=user_id,
+            message=message,
+            ontology=ontology,
+            context_json=context_json,
+        )
+
+        if review_action != "next_step":
+            return result
 
         claim_id = str(result.get("claim_id") or "").strip()
         if not claim_id or result.get("draft_limit_reached"):
@@ -1029,9 +1042,22 @@ class ExpenseClaimService:
             "status": claim.status,
             "approval_stage": claim.approval_stage,
             "amount": float(claim.amount),
-            "invoice_count": int(claim.invoice_count or 0),
-        }
-
+            "invoice_count": int(claim.invoice_count or 0),
+        }
+
+    def _build_expense_review_preview_result(self, context_json: dict[str, Any]) -> dict[str, Any]:
+        attachment_count = self._resolve_attachment_count(context_json)
+        return {
+            "message": (
+                "我已根据当前信息整理出待核对的报销内容，但尚未保存为草稿。"
+                "请在右侧核对信息，只有点击“保存为草稿”或“继续下一步”后才会正式写入单据。"
+            ),
+            "draft_only": True,
+            "preview_only": True,
+            "status": "preview",
+            "invoice_count": attachment_count,
+        }
+
     def delete_claim(self, claim_id: str, current_user: CurrentUserContext) -> ExpenseClaim | None:
         claim = self.get_claim(claim_id, current_user)
         if claim is None:
@@ -1832,7 +1858,7 @@ class ExpenseClaimService:
         for document in context_documents:
             document_type = str(document.get("document_type") or "").strip()
             scene_code = str(document.get("scene_code") or "").strip()
-            if document_type in {"train_ticket", "flight_itinerary", "hotel_invoice"} or scene_code == "travel":
+            if document_type in {"train_ticket", "flight_itinerary"} or scene_code == "travel":
                 return True
         return False
 
@@ -2241,33 +2267,57 @@ class ExpenseClaimService:
         return ""
 
     def _resolve_document_item_amount(self, document: dict[str, Any]) -> Decimal | None:
+        text = " ".join(
+            [
+                str(document.get("summary") or "").strip(),
+                str(document.get("text") or "").strip(),
+            ]
+        ).strip()
+        field_amount = self._resolve_document_field_amount(document)
+        text_amount = self._resolve_document_text_amount(text)
+
+        if field_amount is not None:
+            if self._is_date_like_amount_candidate(field_amount, text):
+                return text_amount
+            return field_amount
+
+        return text_amount
+
+    def _resolve_document_field_amount(self, document: dict[str, Any]) -> Decimal | None:
         for field in list(document.get("document_fields") or []):
             if not isinstance(field, dict):
-                continue
-            key = str(field.get("key") or "").strip().lower().replace("_", "")
-            label = str(field.get("label") or "").replace(" ", "")
-            value = self._parse_document_amount_value(str(field.get("value") or ""))
-            if value is None:
-                continue
-            if key in {
-                "amount",
-                "totalamount",
-                "paymentamount",
-                "paidamount",
-                "actualamount",
-            } or any(
-                token in label
-                for token in ("金额", "价税合计", "合计", "总额", "总计", "票价", "支付金额", "实付金额", "实收金额")
-            ):
-                return value
-
-        text = " ".join(
-            [
-                str(document.get("summary") or "").strip(),
-                str(document.get("text") or "").strip(),
-            ]
-        ).strip()
-        return self._parse_document_amount_value(text)
+                continue
+            key = str(field.get("key") or "").strip().lower().replace("_", "")
+            label = str(field.get("label") or "").replace(" ", "")
+            is_amount_field = key in {
+                "amount",
+                "totalamount",
+                "paymentamount",
+                "paidamount",
+                "actualamount",
+            } or any(
+                token in label
+                for token in ("金额", "价税合计", "合计", "总额", "总计", "票价", "支付金额", "实付金额", "实收金额")
+            )
+            if not is_amount_field:
+                continue
+
+            raw_value = str(field.get("value") or "")
+            value = self._parse_document_amount_value(raw_value) or self._parse_plain_document_amount_value(raw_value)
+            if value is not None:
+                return value
+
+        return None
+
+    def _resolve_document_text_amount(self, text: str) -> Decimal | None:
+        candidates = [
+            candidate
+            for candidate in self._extract_amount_candidates(text)
+            if not self._is_date_like_amount_candidate(candidate, text)
+        ]
+        if not candidates:
+            return None
+        return max(candidates)
 
     def _parse_document_amount_value(self, value: str) -> Decimal | None:
         raw_value = str(value or "").strip()
@@ -2282,9 +2332,45 @@ class ExpenseClaimService:
                 amount = Decimal(numeric).quantize(Decimal("0.01"))
             except (InvalidOperation, ValueError):
                 continue
-            if amount > Decimal("0.00"):
-                return amount
-        return None
+            if amount > Decimal("0.00"):
+                return amount
+        return None
+
+    @staticmethod
+    def _parse_plain_document_amount_value(value: str) -> Decimal | None:
+        raw_value = str(value or "").strip()
+        if not re.fullmatch(r"[0-9]{1,6}(?:[.,][0-9]{1,2})?", raw_value):
+            return None
+        try:
+            amount = Decimal(raw_value.replace(",", ".")).quantize(Decimal("0.01"))
+        except (InvalidOperation, ValueError):
+            return None
+        return amount if amount > Decimal("0.00") else None
+
+    @staticmethod
+    def _is_probable_year_amount(amount: Decimal | None) -> bool:
+        if amount is None:
+            return False
+        try:
+            normalized = Decimal(amount).quantize(Decimal("0.01"))
+        except (InvalidOperation, ValueError):
+            return False
+        return normalized == normalized.to_integral_value() and Decimal("1900") <= normalized <= Decimal("2099")
+
+    @classmethod
+    def _is_date_like_amount_candidate(cls, amount: Decimal | None, text: str) -> bool:
+        if not cls._is_probable_year_amount(amount):
+            return False
+        year = str(int(Decimal(amount or 0)))
+        pattern = re.compile(rf"(?<!\d){re.escape(year)}\s*(?:年|[-/.])\s*\d{{1,2}}")
+        return bool(pattern.search(str(text or "")))
+
+    @staticmethod
+    def _format_decimal_amount(amount: Decimal | None) -> str:
+        if amount is None:
+            return ""
+        normalized = Decimal(amount).quantize(Decimal("0.01"))
+        return format(normalized, "f")
 
     def _resolve_document_item_date(self, document: dict[str, Any], *, fallback: date) -> date:
         return self._resolve_document_item_date_candidate(document) or fallback
@@ -3318,6 +3404,54 @@ class ExpenseClaimService:
         if amount is not None and amount > Decimal("0.00"):
             item.item_amount = amount
 
+    def _build_attachment_expense_audit_points(
+        self,
+        *,
+        document: Any,
+        item: ExpenseClaimItem,
+        document_info: dict[str, Any],
+    ) -> list[str]:
+        text = " ".join(
+            [
+                str(getattr(document, "summary", "") or "").strip(),
+                str(getattr(document, "text", "") or "").strip(),
+            ]
+        ).strip()
+        document_payload = {
+            "document_fields": document_info.get("fields") or [],
+            "summary": str(getattr(document, "summary", "") or ""),
+            "text": str(getattr(document, "text", "") or ""),
+        }
+        field_amount = self._resolve_document_field_amount(document_payload)
+        audited_amount = self._resolve_document_item_amount(document_payload)
+        item_amount = Decimal(item.item_amount or Decimal("0.00")).quantize(Decimal("0.01"))
+
+        points: list[str] = []
+        if (
+            field_amount is not None
+            and audited_amount is not None
+            and self._is_date_like_amount_candidate(field_amount, text)
+            and abs(field_amount - audited_amount) > Decimal("1.00")
+        ):
+            points.append(
+                "费用核算：OCR 金额疑似误取日期"
+                f" {self._format_decimal_amount(field_amount)}，"
+                f"已按票据文本中的总费用 {self._format_decimal_amount(audited_amount)} 元回填，"
+                "请核对酒店或票据原文总额。"
+            )
+
+        if (
+            audited_amount is not None
+            and item_amount > Decimal("0.00")
+            and abs(audited_amount - item_amount) > Decimal("1.00")
+        ):
+            points.append(
+                f"费用核算：票据文本复核金额为 {self._format_decimal_amount(audited_amount)} 元，"
+                f"当前明细金额为 {self._format_decimal_amount(item_amount)} 元，请确认是否需要调整。"
+            )
+
+        return points
+
     def _backfill_item_date_from_attachment(
         self,
         *,
@@ -3428,33 +3562,53 @@ class ExpenseClaimService:
         values: list[Decimal] = []
         seen: set[Decimal] = set()
 
-        def append_candidate(raw: str) -> None:
-            compact = str(raw or "").replace(",", ".").strip()
-            if not compact:
-                return
-            try:
-                candidate = Decimal(compact).quantize(Decimal("0.01"))
-            except (InvalidOperation, ValueError):
-                return
-            if candidate in seen:
-                return
-            seen.add(candidate)
-            values.append(candidate)
-
-        for pattern in (
-            r"(?:金额|价税合计|合计|小写|实收金额|支付金额|订单金额|总额|票价|房费|餐费)[：:\s￥¥]*([0-9]{1,6}(?:[.,][0-9]{1,2})?)",
-            r"[￥¥]\s*([0-9]{1,6}(?:[.,][0-9]{1,2})?)",
-            r"([0-9]{1,6}(?:[.,][0-9]{1,2})?)\s*元",
-        ):
-            for raw in re.findall(pattern, text, flags=re.IGNORECASE):
-                append_candidate(raw)
-
-        if values:
-            return values
-
-        for raw in re.findall(r"(?<!\d)(\d{1,6}\.\d{1,2})(?!\d)", text):
-            append_candidate(raw)
-        return values
+        def append_candidate(raw: str, *, source_text: str = "", start: int = -1, end: int = -1) -> None:
+            compact = str(raw or "").replace(",", ".").strip()
+            if not compact:
+                return
+            try:
+                candidate = Decimal(compact).quantize(Decimal("0.01"))
+            except (InvalidOperation, ValueError):
+                return
+            if ExpenseClaimService._is_amount_match_date_fragment(candidate, source_text, start, end):
+                return
+            if candidate in seen:
+                return
+            seen.add(candidate)
+            values.append(candidate)
+
+        for pattern in (
+            r"(?:金额|价税合计|合计|小写|实收金额|支付金额|订单金额|总额|总计|总费用|费用总计|票价|房费|住宿费|餐费)[：:\s￥¥人民币为是]*([0-9]{1,6}(?:[.,][0-9]{1,2})?)",
+            r"[￥¥]\s*([0-9]{1,6}(?:[.,][0-9]{1,2})?)",
+            r"([0-9]{1,6}(?:[.,][0-9]{1,2})?)\s*元",
+        ):
+            for match in re.finditer(pattern, text, flags=re.IGNORECASE):
+                append_candidate(match.group(1), source_text=text, start=match.start(1), end=match.end(1))
+
+        if values:
+            return values
+
+        for match in re.finditer(r"(?<!\d)(\d{1,6}\.\d{1,2})(?!\d)", text):
+            append_candidate(match.group(1), source_text=text, start=match.start(1), end=match.end(1))
+        return values
+
+    @staticmethod
+    def _is_amount_match_date_fragment(
+        amount: Decimal,
+        text: str,
+        start: int,
+        end: int,
+    ) -> bool:
+        if start < 0 or end < 0 or not ExpenseClaimService._is_probable_year_amount(amount):
+            return False
+
+        before = str(text or "")[max(0, start - 8):start]
+        after = str(text or "")[end:end + 10]
+        if re.match(r"\s*(?:年|[-/.])\s*\d{1,2}", after):
+            return True
+        if re.search(r"\d{1,2}\s*(?:年|[-/.])\s*$", before):
+            return True
+        return False
 
     @staticmethod
     def _has_date_like_text(text: str) -> bool:
@@ -3559,7 +3713,7 @@ class ExpenseClaimService:
         example = "广州南-北京南" if item_type != "ride_ticket" else "深圳北站-腾讯滨海大厦"
         current = f"当前为“{reason[:30]}”，" if reason else ""
         return (
-            f"行程说明：{current}格式应为“始发地-目的地”，"
+            f"行程说明：{current}格式应为“起始地-目的地”，"
             f"例如“{example}”，请按票据行程补充。"
         )
 
@@ -3633,6 +3787,11 @@ class ExpenseClaimService:
             item=item,
             document_info=document_info,
         )
+        expense_audit_points = self._build_attachment_expense_audit_points(
+            document=document,
+            item=item,
+            document_info=document_info,
+        )
         recognized_document_type = str(document_info.get("document_type") or "other").strip().lower() or "other"
         recognized_document_label = str(document_info.get("document_type_label") or "其他单据").strip() or "其他单据"
         requirement_matches = bool(requirement_check.get("matches"))
@@ -3678,8 +3837,9 @@ class ExpenseClaimService:
                 "开票日期或业务发生日期",
             )
             points.append(f"日期字段：未识别到{date_requirement}。")
-        if not requirement_matches:
-            points.append(f"附件类型要求：{requirement_check.get('message')}")
+        if not requirement_matches:
+            points.append(f"附件类型要求：{requirement_check.get('message')}")
+        points.extend(expense_audit_points)
         if purpose_mismatch_point:
             points.append(purpose_mismatch_point)
         if route_format_point:
@@ -3721,6 +3881,7 @@ class ExpenseClaimService:
         elif (
             purpose_mismatch_point
             or route_format_point
+            or expense_audit_points
             or amount_mismatch
             or issue_count >= 2
             or warnings
@@ -3732,7 +3893,9 @@ class ExpenseClaimService:
             headline = "AI提示：附件存在明显待整改项"
             summary = "当前附件可见部分内容，但金额、用途、日期或附件类型仍有缺失或不一致。"
             if route_format_point and issue_count == 1:
-                summary = "票据行程已识别，但费用明细说明未按“始发地-目的地”格式填写。"
+                summary = "票据行程已识别，但费用明细说明未按“起始地-目的地”格式填写。"
+            elif expense_audit_points and issue_count == len(expense_audit_points):
+                summary = "OCR 金额已完成二次核算，请按票据原文总额复核。"
 
         suggestion = {
             "high": "建议过滤当前不匹配的票据，重新上传符合当前费用场景的清晰原件。",
@@ -5337,10 +5500,165 @@ class ExpenseClaimService:
             return True
         return scene_code == "travel"
 
-    def _sync_claim_from_items(self, claim: ExpenseClaim) -> None:
-        if not claim.items:
-            claim.amount = Decimal("0.00")
-            claim.invoice_count = 0
+    def _sync_travel_allowance_item(self, claim: ExpenseClaim) -> None:
+        items = list(claim.items or [])
+        allowance_items = [
+            item for item in items if str(item.item_type or "").strip().lower() == "travel_allowance"
+        ]
+        business_items = [
+            item for item in items if str(item.item_type or "").strip().lower() != "travel_allowance"
+        ]
+        business_types = {str(item.item_type or "").strip().lower() for item in business_items}
+        is_travel_claim = str(claim.expense_type or "").strip().lower() == "travel"
+        has_travel_detail = bool(business_types & TRAVEL_ALLOWANCE_TRIGGER_ITEM_TYPES)
+        if not is_travel_claim and not has_travel_detail:
+            for item in allowance_items:
+                self._discard_claim_item(claim, item)
+            return
+
+        grade = str(claim.employee_grade or "").strip()
+        if not grade:
+            return
+
+        allowance_location = self._resolve_travel_allowance_location_from_claim(
+            claim=claim,
+            business_items=business_items,
+        )
+        if not allowance_location:
+            return
+
+        existing_allowance = allowance_items[0] if allowance_items else None
+        days, start_date, end_date = self._resolve_travel_allowance_days_from_claim(
+            claim=claim,
+            business_items=business_items,
+            existing_allowance=existing_allowance,
+        )
+        if days < 1:
+            return
+
+        try:
+            from app.services.travel_reimbursement_calculator import TravelReimbursementCalculatorService
+
+            result = TravelReimbursementCalculatorService(self.db).calculate(
+                TravelReimbursementCalculatorRequest(
+                    days=days,
+                    location=allowance_location,
+                    grade=grade,
+                ),
+                CurrentUserContext(
+                    username=str(claim.employee_id or claim.employee_name or "system"),
+                    name=str(claim.employee_name or ""),
+                    role_codes=[],
+                    is_admin=False,
+                ),
+            )
+        except ValueError:
+            return
+
+        allowance_amount = Decimal(result.allowance_amount or Decimal("0.00")).quantize(Decimal("0.01"))
+        allowance_rate = Decimal(result.total_allowance_rate or Decimal("0.00")).quantize(Decimal("0.01"))
+        if allowance_amount <= Decimal("0.00") or allowance_rate <= Decimal("0.00"):
+            return
+
+        item = existing_allowance
+        if item is None:
+            item = ExpenseClaimItem(claim_id=claim.id)
+            claim.items.append(item)
+            self.db.add(item)
+
+        for duplicate in allowance_items[1:]:
+            self._discard_claim_item(claim, duplicate)
+
+        item.item_date = end_date
+        item.item_type = "travel_allowance"
+        item.item_reason = (
+            f"系统自动计算出差补贴：{result.matched_city}，{days}天，"
+            f"{allowance_rate:.2f}元/天"
+        )
+        item.item_location = str(result.allowance_region or allowance_location).strip()
+        item.item_amount = allowance_amount
+        item.invoice_id = None
+
+    def _discard_claim_item(self, claim: ExpenseClaim, item: ExpenseClaimItem) -> None:
+        if item in claim.items:
+            claim.items.remove(item)
+        state = sqlalchemy_inspect(item)
+        if state.persistent:
+            self.db.delete(item)
+        elif state.pending:
+            self.db.expunge(item)
+
+    @staticmethod
+    def _resolve_travel_allowance_days_from_claim(
+        *,
+        claim: ExpenseClaim,
+        business_items: list[ExpenseClaimItem],
+        existing_allowance: ExpenseClaimItem | None,
+    ) -> tuple[int, date, date]:
+        dated_items = sorted(
+            [item.item_date for item in business_items if item.item_date is not None]
+        )
+        if dated_items:
+            start_date = dated_items[0]
+            end_date = dated_items[-1]
+        elif claim.occurred_at is not None:
+            start_date = claim.occurred_at.date()
+            end_date = start_date
+        else:
+            start_date = date.today()
+            end_date = start_date
+
+        days = (end_date - start_date).days + 1
+        existing_days = ExpenseClaimService._extract_travel_allowance_days(existing_allowance)
+        unique_dates = {value for value in dated_items}
+        if existing_days > days and len(unique_dates) <= 1:
+            days = existing_days
+            end_date = start_date + timedelta(days=days - 1)
+        return max(1, days), start_date, end_date
+
+    @staticmethod
+    def _extract_travel_allowance_days(item: ExpenseClaimItem | None) -> int:
+        if item is None:
+            return 0
+        match = re.search(r"(\d+)\s*天", str(item.item_reason or ""))
+        if not match:
+            return 0
+        try:
+            return max(0, int(match.group(1)))
+        except ValueError:
+            return 0
+
+    @staticmethod
+    def _resolve_travel_allowance_location_from_claim(
+        *,
+        claim: ExpenseClaim,
+        business_items: list[ExpenseClaimItem],
+    ) -> str:
+        claim_location = str(claim.location or "").strip()
+        if claim_location and claim_location not in {"待补充", "未知", "暂无", "非必填"}:
+            return claim_location
+
+        sorted_items = sorted(
+            business_items,
+            key=lambda item: (item.item_date or date.max, ExpenseClaimService._normalize_sort_datetime(item.created_at)),
+        )
+        for item in sorted_items:
+            location = str(item.item_location or "").strip()
+            if location and location not in {"待补充", "未知", "暂无", "非必填"}:
+                return location
+            reason = str(item.item_reason or "").strip()
+            for separator in ("-", "至", "到", "→", "->"):
+                if separator in reason:
+                    destination = reason.split(separator)[-1].strip()
+                    if destination:
+                        return destination
+        return ""
+
+    def _sync_claim_from_items(self, claim: ExpenseClaim) -> None:
+        self._sync_travel_allowance_item(claim)
+        if not claim.items:
+            claim.amount = Decimal("0.00")
+            claim.invoice_count = 0
             claim.risk_flags_json = self._merge_claim_attachment_risk_flags(claim, [])
             return
 
@@ -5391,7 +5709,7 @@ class ExpenseClaimService:
     ) -> str:
         fallback_type = str(fallback or "").strip() or "other"
         item_types = {str(item.item_type or "").strip().lower() for item in items}
-        if item_types & TRAVEL_DETAIL_ITEM_TYPES:
+        if item_types & (TRAVEL_ALLOWANCE_TRIGGER_ITEM_TYPES | {"travel_allowance"}):
             return "travel"
         return fallback_type
 
@@ -5572,21 +5890,22 @@ class ExpenseClaimService:
         if not claim.items:
             issues.append("费用明细不能为空")
 
-        for index, item in enumerate(claim.items, start=1):
-            prefix = f"费用明细第 {index} 条"
-            item_location_required = self._is_location_required_expense_type(item.item_type or claim.expense_type)
-            if item.item_date is None:
-                issues.append(f"{prefix}缺少日期")
+        for index, item in enumerate(claim.items, start=1):
+            prefix = f"费用明细第 {index} 条"
+            is_system_generated = str(item.item_type or "").strip().lower() in SYSTEM_GENERATED_ITEM_TYPES
+            item_location_required = self._is_location_required_expense_type(item.item_type or claim.expense_type)
+            if item.item_date is None:
+                issues.append(f"{prefix}缺少日期")
             if self._is_missing_value(item.item_type):
                 issues.append(f"{prefix}缺少费用项目")
             if self._is_missing_value(item.item_reason):
                 issues.append(f"{prefix}缺少说明")
             if item_location_required and self._is_missing_value(item.item_location):
                 issues.append(f"{prefix}缺少地点")
-            if item.item_amount is None or item.item_amount <= Decimal("0.00"):
-                issues.append(f"{prefix}缺少金额")
-            if self._is_missing_value(item.invoice_id):
-                issues.append(f"{prefix}缺少票据标识")
+            if item.item_amount is None or item.item_amount <= Decimal("0.00"):
+                issues.append(f"{prefix}缺少金额")
+            if not is_system_generated and self._is_missing_value(item.invoice_id):
+                issues.append(f"{prefix}缺少票据标识")
 
         return issues
 

server/src/app/services/ontology.py

@@ -62,11 +62,13 @@ AMOUNT_PATTERN = re.compile(
 TOP_N_PATTERN = re.compile(r"(?:top|TOP|前|最高的?|最低的?)\s*(?P<top>\d+)")
 
 SCENARIO_KEYWORDS = {
-    "expense": (
-        ("报销", 0.20),
-        ("报账", 0.20),
-        ("差旅", 0.20),
-        ("费用", 0.14),
+    "expense": (
+        ("报销", 0.20),
+        ("报销单", 0.20),
+        ("单据报销", 0.18),
+        ("报账", 0.20),
+        ("差旅", 0.20),
+        ("费用", 0.14),
         ("发票", 0.14),
         ("票据", 0.12),
         ("借款", 0.12),
@@ -249,16 +251,51 @@ MISSING_SLOT_LABELS = {
     "document_id": "单据号",
 }
 
-STATUS_KEYWORDS = {
-    "逾期": "overdue",
-    "待审批": "pending",
-    "待审": "pending",
-    "已审批": "approved",
-    "已通过": "approved",
-    "已付款": "paid",
-    "未付款": "unpaid",
-    "未回款": "unreceived",
-}
+STATUS_KEYWORDS = {
+    "草稿": "draft",
+    "待提交": "draft",
+    "待补充": "supplement",
+    "退回": "returned",
+    "已退回": "returned",
+    "进行中": "review",
+    "审批中": "review",
+    "审核中": "review",
+    "流转中": "review",
+    "已提交": "submitted",
+    "逾期": "overdue",
+    "待审批": "pending",
+    "待审": "pending",
+    "已审批": "approved",
+    "已通过": "approved",
+    "已审核": "approved",
+    "已入账": "paid",
+    "已付款": "paid",
+    "未付款": "unpaid",
+    "未回款": "unreceived",
+}
+
+LOCATION_KEYWORDS = (
+    "北京",
+    "上海",
+    "广州",
+    "深圳",
+    "杭州",
+    "南京",
+    "苏州",
+    "成都",
+    "重庆",
+    "天津",
+    "武汉",
+    "西安",
+    "郑州",
+    "长沙",
+    "青岛",
+    "厦门",
+    "宁波",
+    "合肥",
+    "济南",
+    "福州",
+)
 
 PRIVILEGED_ROLE_CODES = {"manager", "finance", "approver", "executive"}
 CONTEXTUAL_SCENARIOS = {"expense", "accounts_receivable", "accounts_payable", "knowledge"}
@@ -683,9 +720,13 @@ class SemanticOntologyService:
                     scores[scenario] += weight
 
         best_scenario = max(scores, key=scores.get)
-        best_score = scores[best_scenario]
-        if best_score <= 0:
-            return "unknown", 0.0
+        best_score = scores[best_scenario]
+        if best_score <= 0:
+            if "单据" in compact_query and any(
+                keyword in compact_query for keyword in STATUS_KEYWORDS
+            ):
+                return "expense", 0.14
+            return "unknown", 0.0
 
         if best_scenario == "knowledge":
             business_scores = [
@@ -701,18 +742,52 @@ class SemanticOntologyService:
 
         return best_scenario, round(min(best_score, 0.34), 2)
 
-    def _detect_intent(
-        self,
-        compact_query: str,
+    def _detect_intent(
+        self,
+        compact_query: str,
         *,
         scenario: str,
         entities: list[OntologyEntity],
         time_range: OntologyTimeRange,
-    ) -> tuple[str, float]:
-        if any(keyword in compact_query for keyword in OPERATE_KEYWORDS):
-            return "operate", 0.30
-        if any(keyword in compact_query for keyword in DRAFT_KEYWORDS):
-            return "draft", 0.26
+    ) -> tuple[str, float]:
+        if any(keyword in compact_query for keyword in OPERATE_KEYWORDS):
+            return "operate", 0.30
+        status_document_query = (
+            "单据" in compact_query
+            and any(keyword in compact_query for keyword in STATUS_KEYWORDS)
+            and not any(keyword in compact_query for keyword in DRAFT_KEYWORDS if keyword != "草稿")
+        )
+        historical_document_query = any(
+            keyword in compact_query
+            for keyword in ("报销的单据", "报销单据", "报销过的单据", "报销记录")
+        )
+        if scenario == "expense" and any(
+            keyword in compact_query
+            for keyword in (
+                "报销了吗",
+                "报销了么",
+                "报销了没",
+                "报销了没有",
+                "报销没",
+                "单据状态",
+                "审批状态",
+                "报销进度",
+                "到哪了",
+                "到了哪",
+                "有没有报销",
+                "是否报销",
+                "进行中的单据",
+                "草稿单据",
+                "草稿的单据",
+                "待补充单据",
+                "审批中的单据",
+                "已提交单据",
+                "已入账单据",
+            )
+        ) or (scenario == "expense" and (status_document_query or historical_document_query)):
+            return "query", 0.24
+        if any(keyword in compact_query for keyword in DRAFT_KEYWORDS):
+            return "draft", 0.26
         if scenario == "expense" and self._is_generic_expense_prompt(compact_query):
             return "draft", 0.24
         if any(keyword in compact_query for keyword in COMPARE_KEYWORDS):
@@ -1177,13 +1252,16 @@ class SemanticOntologyService:
             upsert(self._make_entity("receivable", code, code.upper()))
         for code in re.findall(r"AP-\d{6}-\d{3}", query, flags=re.IGNORECASE):
             upsert(self._make_entity("payable", code, code.upper()))
-        for code in re.findall(r"INV-[A-Z]+-\d+", query, flags=re.IGNORECASE):
-            upsert(self._make_entity("invoice", code, code.upper()))
-        for code in re.findall(r"CTR-[A-Z]+-\d+", query, flags=re.IGNORECASE):
-            upsert(self._make_entity("contract", code, code.upper()))
-
-        for label, normalized in EXPENSE_TYPE_KEYWORDS.items():
-            if label in query:
+        for code in re.findall(r"INV-[A-Z]+-\d+", query, flags=re.IGNORECASE):
+            upsert(self._make_entity("invoice", code, code.upper()))
+        for code in re.findall(r"CTR-[A-Z]+-\d+", query, flags=re.IGNORECASE):
+            upsert(self._make_entity("contract", code, code.upper()))
+        for location in LOCATION_KEYWORDS:
+            if location in query:
+                upsert(self._make_entity("location", location, location, role="filter", confidence=0.86))
+
+        for label, normalized in EXPENSE_TYPE_KEYWORDS.items():
+            if label in query:
                 upsert(self._make_entity("expense_type", label, normalized, role="filter"))
 
         has_customer_entertainment_signal = "客户" in query and any(
@@ -1339,11 +1417,17 @@ class SemanticOntologyService:
             start = date(today.year, start_month, 1)
             end = date(today.year, end_month, calendar.monthrange(today.year, end_month)[1])
             return self._range(start, end, "本季度", "quarter"), 0.10
-        if "今年" in query:
-            return (
-                self._range(date(today.year, 1, 1), date(today.year, 12, 31), "今年", "year"),
-                0.10,
-            )
+        if "今年" in query:
+            return (
+                self._range(date(today.year, 1, 1), date(today.year, 12, 31), "今年", "year"),
+                0.10,
+            )
+        if "去年" in query or "上一年" in query:
+            year = today.year - 1
+            return (
+                self._range(date(year, 1, 1), date(year, 12, 31), "去年", "year"),
+                0.10,
+            )
 
         match = DATE_RANGE_PATTERN.search(query)
         if match:
@@ -1491,10 +1575,11 @@ class SemanticOntologyService:
                 "employee",
                 "department",
                 "customer",
-                "vendor",
-                "project",
-                "expense_type",
-            }:
+                "vendor",
+                "project",
+                "location",
+                "expense_type",
+            }:
                 upsert(
                     OntologyConstraint(
                         field=entity.type,

server/src/app/services/orchestrator.py

@@ -670,19 +670,32 @@ class OrchestratorService:
         }
 
         if ontology.scenario == "expense" or self._is_expense_review_action(context_json):
-            tool_type = AgentToolType.DATABASE.value
-            tool_name = "database.expense_claims.save_or_submit"
-            executor = lambda: self.expense_claim_service.save_or_submit_from_ontology(
-                run_id=run_id,
-                user_id=payload.user_id,
-                message=payload.message or "",
-                ontology=ontology,
-                context_json=context_json,
-            )
-            fallback_factory = lambda exc: {
-                "message": f"报销草稿落库失败，请稍后再试：{exc}",
-                "degraded": True,
-            }
+            is_persistence_action = self._is_expense_persistence_action(context_json)
+            tool_type = (
+                AgentToolType.DATABASE.value
+                if is_persistence_action
+                else AgentToolType.LLM.value
+            )
+            tool_name = (
+                "database.expense_claims.save_or_submit"
+                if is_persistence_action
+                else "user_agent.expense_review_preview"
+            )
+            executor = lambda: self.expense_claim_service.save_or_submit_from_ontology(
+                run_id=run_id,
+                user_id=payload.user_id,
+                message=payload.message or "",
+                ontology=ontology,
+                context_json=context_json,
+            )
+            fallback_factory = lambda exc: {
+                "message": (
+                    f"报销草稿落库失败，请稍后再试：{exc}"
+                    if is_persistence_action
+                    else f"报销内容预览生成失败，请稍后再试：{exc}"
+                ),
+                "degraded": True,
+            }
 
         tool_payload, degraded = self._invoke_tool(
             run_id=run_id,
@@ -819,6 +832,16 @@ class OrchestratorService:
             "link_to_existing_draft",
             "create_new_claim_from_documents",
         }
+
+    @staticmethod
+    def _is_expense_persistence_action(context_json: dict[str, Any]) -> bool:
+        review_action = str((context_json or {}).get("review_action") or "").strip()
+        return review_action in {
+            "save_draft",
+            "next_step",
+            "link_to_existing_draft",
+            "create_new_claim_from_documents",
+        }
 
     @staticmethod
     def _flatten_capability_codes(
@@ -1165,16 +1188,18 @@ class OrchestratorService:
                 if item.type == "expense_claim" and str(item.normalized_value or item.value or "").strip()
             )
         )
-        expense_types = list(
-            dict.fromkeys(
-                str(item.normalized_value or item.value or "").strip()
-                for item in ontology.entities
-                if item.type == "expense_type" and str(item.normalized_value or item.value or "").strip()
-            )
-        )
-        status_values = list(
-            dict.fromkeys(
-                str(item.value).strip()
+        expense_types = list(
+            dict.fromkeys(
+                str(item.normalized_value or item.value or "").strip()
+                for item in ontology.entities
+                if item.type == "expense_type" and str(item.normalized_value or item.value or "").strip()
+            )
+        )
+        project_values = self._collect_expense_query_filter_values(ontology, "project")
+        location_values = self._collect_expense_query_filter_values(ontology, "location")
+        status_values = list(
+            dict.fromkeys(
+                str(item.value).strip()
                 for item in ontology.constraints
                 if item.field == "status" and item.operator == "=" and str(item.value).strip()
             )
@@ -1189,10 +1214,24 @@ class OrchestratorService:
 
         if expense_claim_nos:
             conditions.append(ExpenseClaim.claim_no.in_(expense_claim_nos))
-        if expense_types:
-            conditions.append(ExpenseClaim.expense_type.in_(expense_types))
-        if status_values:
-            conditions.append(ExpenseClaim.status.in_(status_values))
+        if expense_types:
+            conditions.append(ExpenseClaim.expense_type.in_(expense_types))
+        if status_values:
+            conditions.append(ExpenseClaim.status.in_(status_values))
+        if project_values:
+            project_conditions = []
+            for value in project_values:
+                pattern = f"%{value}%"
+                project_conditions.append(ExpenseClaim.project_code.ilike(pattern))
+                project_conditions.append(ExpenseClaim.reason.ilike(pattern))
+            conditions.append(or_(*project_conditions))
+        if location_values:
+            location_conditions = []
+            for value in location_values:
+                pattern = f"%{value}%"
+                location_conditions.append(ExpenseClaim.location.ilike(pattern))
+                location_conditions.append(ExpenseClaim.reason.ilike(pattern))
+            conditions.append(or_(*location_conditions))
 
         for item in amount_constraints:
             amount_value = float(item.value)
@@ -1251,11 +1290,31 @@ class OrchestratorService:
                 scoped_to_current_user = True
         else:
             scope_label = "全部报销单"
-
-        return conditions, scope_label, scoped_to_current_user
-
-    def _build_current_user_claim_conditions(
-        self,
+
+        return conditions, scope_label, scoped_to_current_user
+
+    @staticmethod
+    def _collect_expense_query_filter_values(
+        ontology: OntologyParseResult,
+        field_name: str,
+    ) -> list[str]:
+        values: list[str] = []
+        for entity in ontology.entities:
+            if entity.type != field_name:
+                continue
+            value = str(entity.normalized_value or entity.value or "").strip()
+            if value:
+                values.append(value)
+        for constraint in ontology.constraints:
+            if constraint.field != field_name or constraint.operator != "=":
+                continue
+            value = str(constraint.value or "").strip()
+            if value:
+                values.append(value)
+        return list(dict.fromkeys(values))
+
+    def _build_current_user_claim_conditions(
+        self,
         *,
         user_id: str | None,
         context_json: dict[str, Any],

server/src/app/services/user_agent.py

@@ -97,6 +97,15 @@ GROUP_SCENE_LABELS = {
     "other": "其他费用",
 }
 
+EXPENSE_SCENE_SELECTION_OPTIONS = (
+    ("travel", "差旅费", "出差、长途交通、住宿、差旅补贴等场景。"),
+    ("transport", "交通费", "市内打车、停车、过路费等日常交通场景。"),
+    ("hotel", "住宿费", "单独住宿、酒店发票等场景。"),
+    ("entertainment", "业务招待费", "客户接待、宴请、招待等场景。"),
+    ("office", "办公费", "办公用品、耗材、办公设备等采购场景。"),
+    ("other", "其他费用", "暂不属于以上分类的报销场景。"),
+)
+
 KNOWLEDGE_MODEL_MAIN_TIMEOUT_SECONDS = 3
 KNOWLEDGE_MODEL_BACKUP_TIMEOUT_SECONDS = 5
 KNOWLEDGE_MODEL_TIMEOUT_SECONDS = KNOWLEDGE_MODEL_BACKUP_TIMEOUT_SECONDS
@@ -275,6 +284,17 @@ class UserAgentService:
         AgentFoundationService(self.db).ensure_foundation_ready()
         citations = self._build_citations(payload)
         suggested_actions = self._build_suggested_actions(payload)
+        if self._should_prompt_expense_scene_selection(payload):
+            return UserAgentResponse(
+                answer=self._build_expense_scene_selection_answer(payload),
+                citations=citations,
+                suggested_actions=suggested_actions,
+                query_payload=None,
+                draft_payload=None,
+                review_payload=None,
+                risk_flags=[],
+                requires_confirmation=False,
+            )
         risk_flags = self._resolve_risk_flags(payload)
         query_payload = self._build_query_payload(payload)
         draft_payload = (
@@ -1801,6 +1821,11 @@ class UserAgentService:
 
     @staticmethod
     def _should_build_draft_payload(payload: UserAgentRequest) -> bool:
+        if payload.ontology.scenario == "expense" and payload.tool_payload.get("preview_only"):
+            return any(
+                str(payload.tool_payload.get(key) or "").strip()
+                for key in ("claim_id", "claim_no")
+            )
         if payload.ontology.intent == "draft":
             return True
         if payload.ontology.scenario != "expense":
@@ -1817,6 +1842,21 @@ class UserAgentService:
         if payload.ontology.scenario == "knowledge":
             return []
 
+        if self._should_prompt_expense_scene_selection(payload):
+            return [
+                UserAgentSuggestedAction(
+                    label=label,
+                    action_type="select_expense_type",
+                    description=description,
+                    payload={
+                        "expense_type": code,
+                        "expense_type_label": label,
+                        "original_message": payload.message,
+                    },
+                )
+                for code, label, description in EXPENSE_SCENE_SELECTION_OPTIONS
+            ]
+
         if self._is_generic_expense_prompt(payload):
             return [
                 UserAgentSuggestedAction(
@@ -1886,6 +1926,35 @@ class UserAgentService:
             ),
         ]
 
+    def _should_prompt_expense_scene_selection(self, payload: UserAgentRequest) -> bool:
+        if payload.ontology.scenario != "expense":
+            return False
+        if payload.ontology.intent not in {"draft", "operate"}:
+            return False
+        if str(payload.context_json.get("review_action") or "").strip():
+            return False
+        review_form_values = self._resolve_review_form_values(payload)
+        if str(review_form_values.get("expense_type") or review_form_values.get("reimbursement_type") or "").strip():
+            return False
+        if self._resolve_attachment_count(payload) > 0 or self._resolve_ocr_documents(payload):
+            return False
+        return not any(
+            item.type == "expense_type" and str(item.normalized_value or item.value or "").strip()
+            for item in payload.ontology.entities
+        )
+
+    @staticmethod
+    def _build_expense_scene_selection_answer(payload: UserAgentRequest) -> str:
+        has_time = bool(payload.ontology.time_range.start_date or payload.ontology.time_range.raw)
+        context_hint = "我先识别到这是一次报销申请"
+        if has_time:
+            context_hint += "，并看到了业务发生时间"
+        return (
+            f"{context_hint}。但你还没有明确这笔单据属于哪类报销。"
+            "请先在下面选择报销场景，我会按你选择的场景再继续识别时间、地点、事由、金额和所需票据，"
+            "避免系统先入为主把项目支持、部署等描述误判成差旅。"
+        )
+
     def _build_review_payload(
         self,
         payload: UserAgentRequest,
@@ -3363,6 +3432,17 @@ class UserAgentService:
             )
 
         review_action = str(payload.context_json.get("review_action") or "").strip()
+        if payload.tool_payload.get("preview_only") and not review_action:
+            base_message = review_payload.body_message or self._build_review_intent_summary(
+                payload,
+                slot_cards=review_payload.slot_cards,
+                claim_groups=review_payload.claim_groups,
+            )
+            return (
+                f"{base_message} "
+                "本次只是核对预览，尚未保存为草稿；需要暂存时请点击“保存为草稿”，"
+                "需要正式提交时再点击“继续下一步”。"
+            )
         if review_action == "save_draft":
             if draft_payload is not None and draft_payload.claim_no:
                 return (

server/storage/expense_claims/f8bb5866-1a52-4371-a0e5-257493a8a491/52702496-29fa-40e8-beab-662abd302aae/2月23_上海-武汉.pdf.meta.json

@@ -0,0 +1,87 @@
+{
+  "file_name": "2月23_上海-武汉.pdf",
+  "storage_key": "f8bb5866-1a52-4371-a0e5-257493a8a491/52702496-29fa-40e8-beab-662abd302aae/2月23_上海-武汉.pdf",
+  "media_type": "application/pdf",
+  "size_bytes": 24940,
+  "uploaded_at": "2026-05-21T07:15:50.184565+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "f8bb5866-1a52-4371-a0e5-257493a8a491/52702496-29fa-40e8-beab-662abd302aae/2月23_上海-武汉.preview.png",
+  "preview_media_type": "image/png",
+  "preview_file_name": "2月23_上海-武汉.preview.png",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为火车/高铁票。",
+      "附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
+      "金额字段：已识别到与当前明细接近的金额 354.00 元。"
+    ],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "train_ticket",
+    "document_type_label": "火车/高铁票",
+    "scene_code": "travel",
+    "scene_label": "差旅票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "354元"
+      },
+      {
+        "key": "date",
+        "label": "列车出发时间",
+        "value": "2026-02-23 13:54"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "中国铁路"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "26319166100006175398"
+      },
+      {
+        "key": "route",
+        "label": "行程",
+        "value": "上海-武汉"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "train_ticket",
+    "current_expense_type_label": "火车票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "travel",
+    "recognized_scene_label": "差旅票据",
+    "recognized_document_type": "train_ticket",
+    "recognized_document_type_label": "火车/高铁票",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为火车票，已识别为火车/高铁票。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "电子发票\n（铁路电子客票）\n州\n国家税务总局\n发票号码：26319166100006175398\n开票日期:2026年05月18日\n上海市税务局\n上海虹桥站\n武汉站\nG456\nShanghaihongqiao\nWuhan\n2026年02月23日\n13:54开\n12车08B号\n二等座\n票价：￥354.00\n4201061987****1615\n曹笑竹\n电子客票号：6610061086021394837402026\n购买方名称:曹笑竹\n统一社会信用代码：\n买票请到12306发货请到95306\n中国铁路祝您旅途愉快",
+  "ocr_summary": "电子发票；（铁路电子客票）；州",
+  "ocr_avg_score": 0.9620026834309101,
+  "ocr_line_count": 24,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.88,
+  "ocr_classification_evidence": [
+    "铁路电子客票",
+    "电子客票",
+    "铁路",
+    "二等座"
+  ],
+  "ocr_warnings": []
+}

server/storage/expense_claims/f8bb5866-1a52-4371-a0e5-257493a8a491/cfe0fe24-f482-4cf1-aee9-cb3acc26dbe4/2月20_武汉-上海.pdf.meta.json

@@ -0,0 +1,87 @@
+{
+  "file_name": "2月20_武汉-上海.pdf",
+  "storage_key": "f8bb5866-1a52-4371-a0e5-257493a8a491/cfe0fe24-f482-4cf1-aee9-cb3acc26dbe4/2月20_武汉-上海.pdf",
+  "media_type": "application/pdf",
+  "size_bytes": 24995,
+  "uploaded_at": "2026-05-21T07:12:29.488414+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "f8bb5866-1a52-4371-a0e5-257493a8a491/cfe0fe24-f482-4cf1-aee9-cb3acc26dbe4/2月20_武汉-上海.preview.png",
+  "preview_media_type": "image/png",
+  "preview_file_name": "2月20_武汉-上海.preview.png",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为火车/高铁票。",
+      "附件类型要求：当前费用项目为火车票，已识别为火车/高铁票。",
+      "金额字段：已识别到与当前明细接近的金额 354.00 元。"
+    ],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "train_ticket",
+    "document_type_label": "火车/高铁票",
+    "scene_code": "travel",
+    "scene_label": "差旅票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "354元"
+      },
+      {
+        "key": "date",
+        "label": "列车出发时间",
+        "value": "2026-02-20 07:55"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "中国铁路"
+      },
+      {
+        "key": "invoice_number",
+        "label": "票据号码",
+        "value": "26429165800002785705"
+      },
+      {
+        "key": "route",
+        "label": "行程",
+        "value": "武汉-上海"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "train_ticket",
+    "current_expense_type_label": "火车票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "travel",
+    "recognized_scene_label": "差旅票据",
+    "recognized_document_type": "train_ticket",
+    "recognized_document_type_label": "火车/高铁票",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为火车票，已识别为火车/高铁票。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "电子发票\n（铁路电子客票)\n州\n国家税务总局\n发票号码：26429165800002785705\n湖北省税务局\n开票日期:2026年05月18日\n武汉站\n上海虹桥站\nG458\nWuhan\nShanghaihongqiao\n2026年02月20日\n07:55开\n06车01B号\n二等座\n票价：￥354.00\n4201061987****1615\n曹笑竹\n电子客票号：6580061086021391007342026\n购买方名称:曹笑竹\n统一社会信用代码：\n买票请到12306发货请到95306\n中国铁路祝您旅途愉快",
+  "ocr_summary": "电子发票；（铁路电子客票)；州",
+  "ocr_avg_score": 0.9580968717734019,
+  "ocr_line_count": 24,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.88,
+  "ocr_classification_evidence": [
+    "铁路电子客票",
+    "电子客票",
+    "铁路",
+    "二等座"
+  ],
+  "ocr_warnings": []
+}

server/storage/expense_claims/f8bb5866-1a52-4371-a0e5-257493a8a491/f4d818ec-8a17-44e3-98f4-99c1e97b63b1/酒店1.jpg.meta.json

@@ -0,0 +1,77 @@
+{
+  "file_name": "酒店1.jpg",
+  "storage_key": "f8bb5866-1a52-4371-a0e5-257493a8a491/f4d818ec-8a17-44e3-98f4-99c1e97b63b1/酒店1.jpg",
+  "media_type": "image/jpeg",
+  "size_bytes": 135977,
+  "uploaded_at": "2026-05-21T07:21:03.814491+00:00",
+  "previewable": true,
+  "preview_kind": "image",
+  "preview_storage_key": "f8bb5866-1a52-4371-a0e5-257493a8a491/f4d818ec-8a17-44e3-98f4-99c1e97b63b1/酒店1.preview.jpg",
+  "preview_media_type": "image/jpeg",
+  "preview_file_name": "酒店1.preview.jpg",
+  "analysis": {
+    "severity": "pass",
+    "label": "AI提示符合条件",
+    "headline": "AI提示：附件符合基础校验条件",
+    "summary": "已识别到票据类型和关键字段，且符合当前费用场景的附件要求。",
+    "points": [
+      "票据类型：已识别为酒店住宿票据。",
+      "附件类型要求：当前费用项目为住宿票，已识别为酒店住宿票据。",
+      "金额字段：已识别到与当前明细接近的金额 2026.00 元。"
+    ],
+    "suggestion": "建议继续核对报销分类、费用说明和业务场景是否一致。"
+  },
+  "document_info": {
+    "document_type": "hotel_invoice",
+    "document_type_label": "酒店住宿票据",
+    "scene_code": "hotel",
+    "scene_label": "住宿票据",
+    "fields": [
+      {
+        "key": "amount",
+        "label": "金额",
+        "value": "2026元"
+      },
+      {
+        "key": "date",
+        "label": "日期",
+        "value": "2026-02-23"
+      },
+      {
+        "key": "merchant_name",
+        "label": "商户",
+        "value": "上海喜来登酒店"
+      }
+    ]
+  },
+  "requirement_check": {
+    "matches": true,
+    "current_expense_type": "hotel_ticket",
+    "current_expense_type_label": "住宿票",
+    "allowed_scene_labels": [],
+    "allowed_document_type_labels": [],
+    "recognized_scene_code": "hotel",
+    "recognized_scene_label": "住宿票据",
+    "recognized_document_type": "hotel_invoice",
+    "recognized_document_type_label": "酒店住宿票据",
+    "mismatch_severity": "high",
+    "rule_code": "rule.expense.scene_submission_standard",
+    "rule_name": "报销场景提交与附件标准",
+    "message": "当前费用项目为住宿票，已识别为酒店住宿票据。"
+  },
+  "ocr_status": "recognized",
+  "ocr_error": "",
+  "ocr_text": "上海喜来登酒店（样例）\n住宿发票\n发票编号：SH-SAMPLE-20260223-002\n开票日期：2026年2月23日\n客姓名：曹笑\n住晚数：3晚\n住期：2026年220\n房型：豪华床房\n离店期：2026年223\n预订渠道：酒店官\n日期\n项目\n房费单价\n数量\n金额\n2026-02-20至2026-02-22\n住宿费\n￥276/晚\n3晚\n￥828\n合计：￥828\n额写：捌佰贰拾捌元整\n备注：\n以上费用已由酒店收取并开具发票。\n本发票仅含住宿费，不含其他增值服务费。\n如有疑问，请联系酒店前台或致电酒店财务部。\n样例票据|仅供系统测试|无效凭证",
+  "ocr_summary": "上海喜来登酒店（样例）；住宿发票；发票编号：SH-SAMPLE-20260223-002",
+  "ocr_avg_score": 0.9884135921796163,
+  "ocr_line_count": 27,
+  "ocr_classification_source": "rule",
+  "ocr_classification_confidence": 0.84,
+  "ocr_classification_evidence": [
+    "住宿",
+    "房费",
+    "离店",
+    "酒店"
+  ],
+  "ocr_warnings": []
+}

server/tests/test_document_intelligence.py

@@ -51,6 +51,18 @@ def test_document_intelligence_extracts_larger_decimal_amount_from_multiple_cand
     assert any(field.label == "金额" and field.value == "13.4元" for field in insight.fields)
 
 
+def test_document_intelligence_extracts_hotel_total_fee_instead_of_date_year() -> None:
+    insight = build_document_insight(
+        filename="hotel-invoice.png",
+        summary="酒店住宿票据",
+        text="北京中心酒店 金额 2026-02-20 入住 总费用是828元 离店日期 2026-02-21",
+    )
+
+    assert insight.document_type == "hotel_invoice"
+    assert any(field.label == "金额" and field.value == "828元" for field in insight.fields)
+    assert not any(field.label == "金额" and field.value == "2026元" for field in insight.fields)
+
+
 def test_document_intelligence_prefers_train_ticket_for_railway_e_ticket_invoice_text() -> None:
     insight = build_document_insight(
         filename="铁路电子客票.pdf",

server/tests/test_expense_claim_service.py

@@ -1,6 +1,6 @@
 from __future__ import annotations
 
-from datetime import UTC, date, datetime
+from datetime import UTC, date, datetime, timedelta
 from decimal import Decimal
 
 import pytest
@@ -69,6 +69,10 @@ def build_session() -> Session:
     return session_factory()
 
 
+def _count_claims(db: Session) -> int:
+    return int(db.query(ExpenseClaim).count())
+
+
 def test_validate_claim_for_submission_allows_office_claim_without_location() -> None:
     service = ExpenseClaimService.__new__(ExpenseClaimService)
     claim = build_claim(expense_type="office", location="待补充")
@@ -99,6 +103,112 @@ def test_validate_claim_for_submission_still_requires_location_for_travel_claim(
     assert any("缺少地点" in item for item in issues)
 
 
+def test_save_or_submit_preview_does_not_create_claim_without_explicit_action() -> None:
+    user_id = "preview-only@example.com"
+    message = "业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报"
+
+    with build_session() as db:
+        employee = Employee(
+            employee_no="E5100",
+            name="预览员工",
+            email=user_id,
+        )
+        db.add(employee)
+        db.commit()
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id=user_id,
+            )
+        )
+        before_count = _count_claims(db)
+
+        result = ExpenseClaimService(db).save_or_submit_from_ontology(
+            run_id=ontology.run_id,
+            user_id=user_id,
+            message=message,
+            ontology=ontology,
+            context_json={
+                "name": "预览员工",
+                "user_input_text": message,
+            },
+        )
+
+        assert result["preview_only"] is True
+        assert result["status"] == "preview"
+        assert "尚未保存为草稿" in result["message"]
+        assert _count_claims(db) == before_count
+
+
+def test_save_or_submit_persists_claim_only_after_save_draft_action() -> None:
+    user_id = "save-draft-explicit@example.com"
+    message = "业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报"
+
+    with build_session() as db:
+        employee = Employee(
+            employee_no="E5101",
+            name="保存员工",
+            email=user_id,
+        )
+        db.add(employee)
+        db.commit()
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=message,
+                user_id=user_id,
+            )
+        )
+        before_count = _count_claims(db)
+
+        result = ExpenseClaimService(db).save_or_submit_from_ontology(
+            run_id=ontology.run_id,
+            user_id=user_id,
+            message=message,
+            ontology=ontology,
+            context_json={
+                "name": "保存员工",
+                "user_input_text": message,
+                "review_action": "save_draft",
+            },
+        )
+
+        assert result["draft_only"] is True
+        assert result["claim_id"]
+        assert result["status"] == "draft"
+        assert _count_claims(db) == before_count + 1
+
+
+def test_unsaved_conversation_expires_after_retention_but_saved_conversation_stays() -> None:
+    with build_session() as db:
+        service = AgentConversationService(db)
+        unsaved = service.get_or_create_conversation(
+            conversation_id="conv-unsaved-expire",
+            user_id="expire@example.com",
+            source="user_message",
+            context_json={"session_type": "expense"},
+        )
+        saved = service.get_or_create_conversation(
+            conversation_id="conv-saved-keep",
+            user_id="expire@example.com",
+            source="user_message",
+            context_json={
+                "session_type": "expense",
+                "draft_claim_id": "claim-saved",
+            },
+        )
+        old_time = datetime.now(UTC) - timedelta(days=4)
+        unsaved.updated_at = old_time
+        saved.updated_at = old_time
+        db.add_all([unsaved, saved])
+        db.commit()
+
+        deleted_count = service.prune_expired_conversations(retention_days=3)
+
+        assert deleted_count == 1
+        assert service.get_conversation("conv-unsaved-expire") is None
+        assert service.get_conversation("conv-saved-keep") is not None
+
+
 def test_resolve_expense_type_maps_office_supplies_review_value_to_office() -> None:
     expense_type = ExpenseClaimService._resolve_expense_type(
         [],
@@ -574,6 +684,83 @@ def test_upsert_travel_draft_uses_ticket_item_types_and_auto_allowance() -> None
             )
 
 
+def test_sync_travel_claim_adds_allowance_from_manual_ticket_dates() -> None:
+    with build_session() as db:
+        employee = Employee(
+            employee_no="E5011",
+            name="手工差旅员工",
+            email="manual-travel-allowance@example.com",
+            grade="P4",
+        )
+        db.add(employee)
+        db.flush()
+
+        claim = build_claim(expense_type="travel", location="北京")
+        claim.employee_id = employee.id
+        claim.employee_name = employee.name
+        claim.items[0].item_date = date(2026, 5, 13)
+        claim.items[0].item_type = "train_ticket"
+        claim.items[0].item_reason = "广州南-北京南"
+        claim.items[0].item_location = "北京"
+        claim.items[0].item_amount = Decimal("354.00")
+        claim.items.append(
+            ExpenseClaimItem(
+                claim_id=claim.id,
+                item_date=date(2026, 5, 15),
+                item_type="train_ticket",
+                item_reason="北京南-广州南",
+                item_location="北京",
+                item_amount=Decimal("354.00"),
+                invoice_id="return-train.png",
+            )
+        )
+        db.add(claim)
+        db.commit()
+
+        service = ExpenseClaimService(db)
+        service._sync_claim_from_items(claim)
+        db.commit()
+        db.refresh(claim)
+
+        allowance_item = next(item for item in claim.items if item.item_type == "travel_allowance")
+        assert allowance_item.item_amount == Decimal("300.00")
+        assert "3天" in allowance_item.item_reason
+        assert allowance_item.invoice_id is None
+        assert claim.amount == Decimal("1008.00")
+
+
+def test_update_claim_item_allows_placeholder_date_reason_and_amount() -> None:
+    current_user = CurrentUserContext(
+        username="emp-1",
+        name="张三",
+        role_codes=[],
+        is_admin=False,
+    )
+
+    with build_session() as db:
+        claim = build_claim(expense_type="office", location="深圳")
+        db.add(claim)
+        db.commit()
+
+        updated = ExpenseClaimService(db).update_claim_item(
+            claim_id=claim.id,
+            item_id=claim.items[0].id,
+            payload=ExpenseClaimItemUpdate(
+                item_reason="",
+                item_location="",
+                item_amount=Decimal("0.00"),
+            ),
+            current_user=current_user,
+        )
+
+        assert updated is not None
+        db.refresh(claim)
+        assert claim.items[0].item_date == date(2026, 5, 13)
+        assert claim.items[0].item_reason == ""
+        assert claim.items[0].item_location == ""
+        assert claim.items[0].item_amount == Decimal("0.00")
+
+
 def test_upsert_draft_from_ontology_updates_returned_claim_and_preserves_return_events() -> None:
     user_id = "returned-owner@example.com"
     return_flag = {
@@ -989,6 +1176,9 @@ def test_upload_train_ticket_attachment_backfills_item_amount(monkeypatch, tmp_p
 
         assert updated is not None
         assert updated["item_amount"] == Decimal("354.00")
+        assert updated["item_date"] == "2026-02-20"
+        assert updated["item_type"] == "train_ticket"
+        assert updated["item_reason"] == "广州南-北京南"
         assert updated["claim_amount"] == Decimal("354.00")
         db.refresh(claim)
         assert claim.items[0].item_amount == Decimal("354.00")
@@ -1018,6 +1208,86 @@ def test_upload_train_ticket_attachment_backfills_item_amount(monkeypatch, tmp_p
         assert not any("用途字段" in point for point in uploaded_meta["analysis"]["points"])
 
 
+def test_upload_hotel_attachment_audits_date_like_amount(monkeypatch, tmp_path) -> None:
+    current_user = CurrentUserContext(
+        username="emp-1",
+        name="张三",
+        role_codes=[],
+        is_admin=False,
+    )
+
+    def fake_recognize(
+        self,
+        files: list[tuple[str, bytes, str | None]],
+    ) -> OcrRecognizeBatchRead:
+        return OcrRecognizeBatchRead(
+            total_file_count=1,
+            success_count=1,
+            documents=[
+                OcrRecognizeDocumentRead(
+                    filename="hotel-invoice.png",
+                    media_type="image/png",
+                    text="北京中心酒店 总费用是828元 入住日期 2026-02-20 离店日期 2026-02-21",
+                    summary="酒店住宿票据，住宿总费用 828 元。",
+                    avg_score=0.96,
+                    line_count=1,
+                    page_count=1,
+                    document_type="hotel_invoice",
+                    document_type_label="酒店住宿票据",
+                    scene_code="hotel",
+                    scene_label="住宿票据",
+                    document_fields=[
+                        {"key": "amount", "label": "金额", "value": "2026元"},
+                        {"key": "hotel_name", "label": "酒店", "value": "北京中心酒店"},
+                        {"key": "check_in", "label": "入住日期", "value": "2026-02-20"},
+                        {"key": "check_out", "label": "离店日期", "value": "2026-02-21"},
+                    ],
+                )
+            ],
+        )
+
+    monkeypatch.setattr(OcrService, "recognize_files", fake_recognize)
+    monkeypatch.setattr(ExpenseClaimService, "_get_attachment_storage_root", lambda self: tmp_path)
+
+    with build_session() as db:
+        claim = build_claim(expense_type="hotel", location="北京")
+        claim.amount = Decimal("0.00")
+        claim.invoice_count = 0
+        claim.items[0].item_type = "hotel"
+        claim.items[0].item_reason = ""
+        claim.items[0].item_amount = Decimal("0.00")
+        claim.items[0].invoice_id = None
+        db.add(claim)
+        db.commit()
+
+        service = ExpenseClaimService(db)
+        updated = service.upload_claim_item_attachment(
+            claim_id=claim.id,
+            item_id=claim.items[0].id,
+            filename="hotel-invoice.png",
+            content=b"fake-image-bytes",
+            media_type="image/png",
+            current_user=current_user,
+        )
+
+        assert updated is not None
+        assert updated["item_type"] == "hotel_ticket"
+        assert updated["item_amount"] == Decimal("828.00")
+        assert updated["claim_amount"] == Decimal("828.00")
+        db.refresh(claim)
+        assert claim.items[0].item_amount == Decimal("828.00")
+        assert claim.amount == Decimal("828.00")
+        uploaded_meta = service.get_claim_item_attachment_meta(
+            claim_id=claim.id,
+            item_id=claim.items[0].id,
+            current_user=current_user,
+        )
+        assert uploaded_meta is not None
+        assert uploaded_meta["analysis"]["severity"] == "medium"
+        assert any("费用核算" in point and "828.00 元" in point for point in uploaded_meta["analysis"]["points"])
+        assert not any("2026.00 元与报销金额" in point for point in uploaded_meta["analysis"]["points"])
+
+
 def test_attachment_analysis_does_not_compare_business_purpose_with_ticket_scene() -> None:
     with build_session() as db:
         claim = build_claim(expense_type="travel", location="上海")
@@ -1053,7 +1323,7 @@ def test_attachment_analysis_does_not_compare_business_purpose_with_ticket_scene
 
         assert analysis["severity"] == "medium"
         assert not any("用途字段" in point for point in analysis["points"])
-        assert any("行程说明" in point and "始发地-目的地" in point for point in analysis["points"])
+        assert any("行程说明" in point and "起始地-目的地" in point for point in analysis["points"])
 
 
 def test_attachment_risk_flag_message_uses_specific_points(monkeypatch, tmp_path) -> None:

server/tests/test_ontology_service.py

@@ -414,11 +414,11 @@ def test_semantic_ontology_service_uses_client_local_date_for_relative_time() ->
         assert result.time_range.end_date == "2026-05-12"
 
 
-def test_semantic_ontology_service_extracts_day_before_yesterday_from_client_local_date() -> None:
-    session_factory = build_session_factory()
-    with session_factory() as db:
-        result = SemanticOntologyService(db).parse(
-            OntologyParseRequest(
+def test_semantic_ontology_service_extracts_day_before_yesterday_from_client_local_date() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
                 query="我前天请客户吃饭花了200元",
                 user_id="pytest",
                 context_json={
@@ -427,12 +427,77 @@ def test_semantic_ontology_service_extracts_day_before_yesterday_from_client_loc
                 },
             )
         )
-
-        assert result.time_range.raw == "前天"
-        assert result.time_range.start_date == "2026-05-11"
-        assert result.time_range.end_date == "2026-05-11"
-
-
+
+        assert result.time_range.raw == "前天"
+        assert result.time_range.start_date == "2026-05-11"
+        assert result.time_range.end_date == "2026-05-11"
+
+
+def test_semantic_ontology_service_treats_status_document_text_as_query() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="查询草稿的单据",
+                user_id="pytest",
+            )
+        )
+
+        assert result.scenario == "expense"
+        assert result.intent == "query"
+        assert result.permission.level == "read"
+        assert any(
+            item.field == "status" and item.value == "draft"
+            for item in result.constraints
+        )
+
+
+def test_semantic_ontology_service_extracts_history_query_time_and_location() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="我去年去北京报销的单据",
+                user_id="pytest",
+                context_json={
+                    "client_now_iso": "2026-05-21T04:00:00.000Z",
+                    "client_timezone_offset_minutes": -480,
+                },
+            )
+        )
+
+        assert result.scenario == "expense"
+        assert result.intent == "query"
+        assert result.time_range.raw == "去年"
+        assert result.time_range.start_date == "2025-01-01"
+        assert result.time_range.end_date == "2025-12-31"
+        assert any(
+            item.type == "location" and item.normalized_value == "北京"
+            for item in result.entities
+        )
+
+
+def test_semantic_ontology_service_understands_last_week_claim_progress_query() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        result = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query="我上周提交的单据报销了么？",
+                user_id="pytest",
+                context_json={
+                    "client_now_iso": "2026-05-21T04:00:00.000Z",
+                    "client_timezone_offset_minutes": -480,
+                },
+            )
+        )
+
+        assert result.scenario == "expense"
+        assert result.intent == "query"
+        assert result.time_range.raw == "上周"
+        assert result.time_range.start_date == "2026-05-11"
+        assert result.time_range.end_date == "2026-05-17"
+
+
 def test_semantic_ontology_service_maps_office_supplies_to_office_expense_type() -> None:
     session_factory = build_session_factory()
     with session_factory() as db:

server/tests/test_orchestrator_review_flow.py

@@ -202,7 +202,7 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
 
         fresh_context = service.hydrate_context_json(
             conversation=conversation,
-            context_json={},
+            context_json={"draft_claim_id": "claim-old"},
             message="业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销",
         )
         continued_context = service.hydrate_context_json(
@@ -217,3 +217,183 @@ def test_conversation_hydration_does_not_reuse_review_type_for_fresh_expense_pro
         assert fresh_context["conversation_state"]["review_form_values"]["expense_type"] == "差旅费"
         assert continued_context["draft_claim_id"] == "claim-old"
         assert continued_context["review_form_values"]["expense_type"] == "差旅费"
+
+
+def test_orchestrator_history_query_filters_location_time_and_returns_real_amount(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        employee = Employee(
+            id="emp-history-query",
+            employee_no="E9020",
+            name="张三",
+            email="history-query@example.com",
+        )
+        beijing_claim = ExpenseClaim(
+            id="claim-history-beijing",
+            claim_no="EXP-202506-001",
+            employee=employee,
+            employee_id=employee.id,
+            employee_name="张三",
+            department_name="交付部",
+            expense_type="travel",
+            reason="去北京支持客户项目",
+            location="北京",
+            amount=Decimal("321.45"),
+            currency="CNY",
+            invoice_count=2,
+            occurred_at=datetime(2025, 6, 18, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2025, 6, 19, 10, 0, tzinfo=UTC),
+            status="paid",
+            approval_stage="已入账",
+        )
+        shanghai_claim = ExpenseClaim(
+            id="claim-history-shanghai",
+            claim_no="EXP-202507-001",
+            employee=employee,
+            employee_id=employee.id,
+            employee_name="张三",
+            department_name="交付部",
+            expense_type="travel",
+            reason="去上海支持项目",
+            location="上海",
+            amount=Decimal("888.00"),
+            currency="CNY",
+            invoice_count=1,
+            occurred_at=datetime(2025, 7, 8, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2025, 7, 9, 10, 0, tzinfo=UTC),
+            status="paid",
+            approval_stage="已入账",
+        )
+        current_year_claim = ExpenseClaim(
+            id="claim-history-beijing-current",
+            claim_no="EXP-202601-001",
+            employee=employee,
+            employee_id=employee.id,
+            employee_name="张三",
+            department_name="交付部",
+            expense_type="travel",
+            reason="去北京支持年度项目",
+            location="北京",
+            amount=Decimal("666.00"),
+            currency="CNY",
+            invoice_count=1,
+            occurred_at=datetime(2026, 1, 8, 9, 0, tzinfo=UTC),
+            submitted_at=datetime(2026, 1, 9, 10, 0, tzinfo=UTC),
+            status="paid",
+            approval_stage="已入账",
+        )
+        db.add_all([employee, beijing_claim, shanghai_claim, current_year_claim])
+        db.commit()
+
+        response = OrchestratorService(db).run(
+            OrchestratorRequest(
+                source="user_message",
+                user_id="history-query@example.com",
+                message="我去年去北京报销的单据",
+                context_json={
+                    "client_now_iso": "2026-05-21T04:00:00.000Z",
+                    "client_timezone_offset_minutes": -480,
+                },
+            )
+        )
+
+        query_payload = response.result["query_payload"]
+        assert response.status == "succeeded"
+        assert response.trace_summary.scenario == "expense"
+        assert response.trace_summary.intent == "query"
+        assert query_payload["record_count"] == 1
+        assert query_payload["total_amount"] == 321.45
+        assert [item["claim_no"] for item in query_payload["records"]] == ["EXP-202506-001"]
+        assert "321.45" in response.result["answer"]
+
+
+def test_orchestrator_expense_preview_does_not_persist_claim_before_user_action(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        employee = Employee(
+            employee_no="E9030",
+            name="预览员工",
+            email="preview-orchestrator@example.com",
+        )
+        db.add(employee)
+        db.commit()
+
+        response = OrchestratorService(db).run(
+            OrchestratorRequest(
+                source="user_message",
+                user_id="preview-orchestrator@example.com",
+                message="业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报",
+                context_json={
+                    "name": "预览员工",
+                    "user_input_text": "业务发生时间:2026-03-04，打车去客户现场，交通费32元，请帮我看看怎么报",
+                },
+            )
+        )
+
+        user_claims = [
+            claim
+            for claim in db.query(ExpenseClaim).all()
+            if claim.employee_name == "预览员工"
+        ]
+        assert response.status == "succeeded"
+        assert response.result.get("review_payload") is not None
+        assert response.result.get("draft_payload") is None
+        assert "尚未保存为草稿" in response.result["answer"]
+        assert user_claims == []
+
+
+def test_orchestrator_prompts_scene_choices_before_review_for_fresh_ambiguous_expense(
+    monkeypatch,
+) -> None:
+    monkeypatch.setattr(
+        "app.services.runtime_chat.RuntimeChatService.complete",
+        lambda *_args, **_kwargs: None,
+    )
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        service = AgentConversationService(db)
+        conversation = service.get_or_create_conversation(
+            conversation_id="conv-scene-choice",
+            user_id="emp-scene-choice@example.com",
+            source="user_message",
+            context_json={
+                "session_type": "expense",
+                "draft_claim_id": "claim-old",
+                "review_form_values": {
+                    "expense_type": "差旅费",
+                    "business_location": "北京",
+                },
+            },
+        )
+
+        response = OrchestratorService(db).run(
+            OrchestratorRequest(
+                source="user_message",
+                user_id="emp-scene-choice@example.com",
+                conversation_id=conversation.conversation_id,
+                message="业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销",
+                context_json={
+                    "session_type": "expense",
+                    "draft_claim_id": "claim-old",
+                },
+            )
+        )
+
+        result = response.result
+        assert response.status == "succeeded"
+        assert result.get("review_payload") is None
+        assert result.get("draft_payload") is None
+        assert "请先在下面选择报销场景" in result["answer"]
+        assert [item["label"] for item in result["suggested_actions"][:3]] == ["差旅费", "交通费", "住宿费"]

server/tests/test_user_agent_service.py

@@ -496,25 +496,18 @@ def test_user_agent_guides_generic_expense_request() -> None:
             )
         )
 
-        assert response.review_payload is not None
-        assert response.answer == response.review_payload.body_message
-        assert response.review_payload.can_proceed is False
-        assert response.review_payload.missing_slots == [
-            "报销类型",
-            "发生时间",
-            "金额",
-            "事由说明",
-            "票据附件",
-        ]
-        assert [item.action_type for item in response.review_payload.confirmation_actions] == [
-            "cancel_review",
-            "edit_review",
+        assert response.review_payload is None
+        assert response.draft_payload is None
+        assert "请先在下面选择报销场景" in response.answer
+        assert [item.action_type for item in response.suggested_actions] == [
+            "select_expense_type",
+            "select_expense_type",
+            "select_expense_type",
+            "select_expense_type",
+            "select_expense_type",
+            "select_expense_type",
         ]
-        edit_action = next(
-            item for item in response.review_payload.confirmation_actions if item.action_type == "edit_review"
-        )
-        assert edit_action.label == "选择报销类型"
-        assert edit_action.emphasis == "primary"
+        assert [item.label for item in response.suggested_actions[:3]] == ["差旅费", "交通费", "住宿费"]
 
 
 def test_user_agent_asks_for_type_when_trip_context_is_ambiguous() -> None:
@@ -537,25 +530,69 @@ def test_user_agent_asks_for_type_when_trip_context_is_ambiguous() -> None:
             )
         )
 
+        assert response.review_payload is None
+        assert response.draft_payload is None
+        assert "请先在下面选择报销场景" in response.answer
+        assert "避免系统先入为主" in response.answer
+        assert [item.label for item in response.suggested_actions] == [
+            "差旅费",
+            "交通费",
+            "住宿费",
+            "业务招待费",
+            "办公费",
+            "其他费用",
+        ]
+        assert response.suggested_actions[0].payload["original_message"] == message
+
+
+def test_user_agent_continues_identification_after_expense_type_selection() -> None:
+    session_factory = build_session_factory()
+    with session_factory() as db:
+        message = "业务发生时间:2026-02-20 至 2026-02-23，去上海支持上海电力部署项目，申请报销"
+        ontology = SemanticOntologyService(db).parse(
+            OntologyParseRequest(
+                query=f"{message}\n用户选择报销场景：差旅费",
+                user_id="pytest-selected-type@example.com",
+                context_json={
+                    "expense_scene_selection": {
+                        "expense_type": "travel",
+                        "expense_type_label": "差旅费",
+                        "original_message": message,
+                    },
+                    "review_form_values": {
+                        "expense_type": "差旅费",
+                    },
+                    "user_input_text": message,
+                },
+            )
+        )
+        response = UserAgentService(db).respond(
+            UserAgentRequest(
+                run_id=ontology.run_id,
+                user_id="pytest-selected-type@example.com",
+                message=f"{message}\n用户选择报销场景：差旅费",
+                ontology=ontology,
+                context_json={
+                    "expense_scene_selection": {
+                        "expense_type": "travel",
+                        "expense_type_label": "差旅费",
+                        "original_message": message,
+                    },
+                    "review_form_values": {
+                        "expense_type": "差旅费",
+                    },
+                    "user_input_text": message,
+                },
+                tool_payload={"draft_only": True},
+            )
+        )
+
         assert response.review_payload is not None
         slot_map = {item.key: item for item in response.review_payload.slot_cards}
-        assert slot_map["expense_type"].value == ""
-        assert slot_map["expense_type"].status == "missing"
+        assert slot_map["expense_type"].value == "差旅费"
+        assert slot_map["expense_type"].normalized_value == "travel"
         assert slot_map["time_range"].value == "2026-02-20 至 2026-02-23"
         assert slot_map["location"].value == "上海"
-        assert response.review_payload.can_proceed is False
-        assert "报销类型" in response.review_payload.missing_slots
-        assert "选择报销类型" in response.review_payload.body_message
-        assert "不会重新改判报销类型" in response.review_payload.body_message
-        edit_action = next(
-            item for item in response.review_payload.confirmation_actions if item.action_type == "edit_review"
-        )
-        assert edit_action.label == "选择报销类型"
-        assert edit_action.emphasis == "primary"
-        assert [item.action_type for item in response.review_payload.confirmation_actions] == [
-            "cancel_review",
-            "edit_review",
-        ]
 
 
 def test_user_agent_guides_implicit_expense_draft_request() -> None: