feat(web): AI 文档查询卡片重构与单号判定统一

- documentClassification 抽出 isApplicationDocumentNo，统一兼容 AP-/APP- 旧格式与 A+8 新格式，aiDocumentQueryModel 复用 - aiDocumentQueryModel 文档卡片改为结构化字段布局（单据类型/金额/申请人/编号/操作），新增查询范围摘要区，渲染走 HTML 信任块 - AppShellRouteView/useAppShell/useRequests/detailAlerts/riskVisibility 等差旅详情模型适配单号判定 - 同步更新 ai-document-query-model/workbench-ai-mode-switch 测试，新增 document-classification 测试
test(server): 适配 A/R/D 紧凑单号格式
2026-06-20 22:04:37 +08:00 · 2026-06-20 22:04:31 +08:00
26 changed files with 407 additions and 242 deletions
--- a/server/rules/finance-rules/交通工具等级标准.xlsx
+++ b/server/rules/finance-rules/交通工具等级标准.xlsx
--- a/server/rules/finance-rules/交通费用预估表.xlsx
+++ b/server/rules/finance-rules/交通费用预估表.xlsx
--- a/server/rules/finance-rules/公司通信费报销规则.xlsx
+++ b/server/rules/finance-rules/公司通信费报销规则.xlsx
--- a/server/rules/finance-rules/出差补助标准.xlsx
+++ b/server/rules/finance-rules/出差补助标准.xlsx
--- a/server/rules/finance-rules/地区淡旺季映射表.xlsx
+++ b/server/rules/finance-rules/地区淡旺季映射表.xlsx
--- a/server/rules/finance-rules/差旅职级映射表.xlsx
+++ b/server/rules/finance-rules/差旅职级映射表.xlsx
--- a/server/tests/test_expense_claim_approval_routing.py
+++ b/server/tests/test_expense_claim_approval_routing.py
@@ -5,7 +5,7 @@ from datetime import UTC, datetime
 from decimal import Decimal

 import pytest
-from sqlalchemy import create_engine
+from sqlalchemy import create_engine, or_
 from sqlalchemy.orm import Session, sessionmaker
 from sqlalchemy.pool import StaticPool

@@ -36,6 +36,15 @@ def build_session() -> Session:
    return session_factory()


+def reimbursement_claim_query(db: Session):
+    return db.query(ExpenseClaim).filter(
+        or_(
+            ExpenseClaim.claim_no.like("RE-%"),
+            ExpenseClaim.claim_no.like("R________"),
+        )
+    )
+
+
 def _seed_budget_monitor_role(db: Session) -> Role:
    role = Role(role_code="budget_monitor", name="预算管理员")
    db.add(role)
@@ -149,7 +158,7 @@ def test_low_risk_application_skips_budget_manager_and_generates_draft() -> None
        assert approved is not None
        assert approved.status == "approved"
        assert approved.approval_stage == APPLICATION_LINK_STATUS_STAGE
-        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 1
+        assert reimbursement_claim_query(db).count() == 1
        assert any(
            isinstance(flag, dict)
            and flag.get("source") == "approval_routing"
--- a/server/tests/test_expense_claim_service.py
+++ b/server/tests/test_expense_claim_service.py
@@ -6,7 +6,7 @@ from datetime import UTC, date, datetime, timedelta
 from decimal import Decimal

 import pytest
-from sqlalchemy import create_engine
+from sqlalchemy import create_engine, or_
 from sqlalchemy.orm import Session, sessionmaker
 from sqlalchemy.pool import StaticPool

@@ -18,8 +18,8 @@ from app.models.employee import Employee
 from app.models.financial_record import ExpenseClaim, ExpenseClaimItem
 from app.models.organization import OrganizationUnit
 from app.models.role import Role
-from app.schemas.ontology import OntologyParseRequest
 from app.schemas.ocr import OcrRecognizeBatchRead, OcrRecognizeDocumentRead
+from app.schemas.ontology import OntologyParseRequest
 from app.schemas.reimbursement import (
    ExpenseClaimItemCreate,
    ExpenseClaimItemUpdate,
@@ -28,19 +28,19 @@ from app.schemas.reimbursement import (
 )
 from app.services.agent_conversations import AgentConversationService
 from app.services.budget import BudgetService
-from app.services.expense_claim_budget_flow import ExpenseClaimBudgetFlowMixin
 from app.services.expense_claim_attachment_storage import ExpenseClaimAttachmentStorage
-from app.services.expense_claims import ExpenseClaimService
+from app.services.expense_claim_budget_flow import ExpenseClaimBudgetFlowMixin
 from app.services.expense_claim_workflow_constants import (
-    APPROVAL_DONE_STAGE,
    APPLICATION_ARCHIVE_STAGE,
    APPLICATION_LINK_STATUS_STAGE,
+    APPROVAL_DONE_STAGE,
    BUDGET_MANAGER_APPROVAL_STAGE,
    DIRECT_MANAGER_APPROVAL_STAGE,
    FINANCE_APPROVAL_STAGE,
 )
-from app.services.ontology import SemanticOntologyService
+from app.services.expense_claims import ExpenseClaimService
 from app.services.ocr import OcrService
+from app.services.ontology import SemanticOntologyService
 from app.services.receipt_folder import ReceiptFolderService


@@ -121,6 +121,15 @@ def build_session() -> Session:
    return session_factory()


+def reimbursement_claim_query(db: Session):
+    return db.query(ExpenseClaim).filter(
+        or_(
+            ExpenseClaim.claim_no.like("RE-%"),
+            ExpenseClaim.claim_no.like("R________"),
+        )
+    )
+
+
 def test_append_budget_flags_replaces_duplicate_budget_warning() -> None:
    base_warning = {
        "source": "budget_control",
@@ -1770,7 +1779,7 @@ def test_upsert_draft_from_ontology_updates_returned_claim_and_preserves_return_
        assert manual_returns == [return_flag]


-def test_generate_claim_no_uses_re_prefix_timestamp_and_random_suffix() -> None:
+def test_generate_claim_no_uses_short_reimbursement_prefix_and_random_suffix() -> None:
    with build_session() as db:
        db.add_all(
            [
@@ -1813,7 +1822,7 @@ def test_generate_claim_no_uses_re_prefix_timestamp_and_random_suffix() -> None:
        service = ExpenseClaimService(db)

        assert re.fullmatch(
-            r"RE-\d{14}-[A-HJ-NP-Z2-9]{8}",
+            r"R[A-HJ-NP-Z2-9]{8}",
            service._generate_claim_no(datetime(2026, 5, 14, tzinfo=UTC)),
        )

@@ -1831,7 +1840,7 @@ def test_upsert_draft_from_ontology_retries_claim_no_conflict() -> None:
        db.flush()
        db.add(
            ExpenseClaim(
-                claim_no="RE-20260525101010-ABCDEFGH",
+                claim_no="RABCDEFGH",
                employee_name="历史单据",
                department_name="财务部",
                project_code=None,
@@ -1856,9 +1865,7 @@ def test_upsert_draft_from_ontology_retries_claim_no_conflict() -> None:
            )
        )
        service = ExpenseClaimService(db)
-        generated_claim_nos = iter(
-            ["RE-20260525101010-ABCDEFGH", "RE-20260525101010-HGFEDCBA"]
-        )
+        generated_claim_nos = iter(["RABCDEFGH", "RHGFEDCBA"])
        service._generate_claim_no = lambda occurred_at: next(generated_claim_nos)

        result = service.upsert_draft_from_ontology(
@@ -1874,8 +1881,8 @@ def test_upsert_draft_from_ontology_retries_claim_no_conflict() -> None:

        created_claim = db.get(ExpenseClaim, result["claim_id"])
        assert created_claim is not None
-        assert created_claim.claim_no == "RE-20260525101010-HGFEDCBA"
-        assert result["claim_no"] == "RE-20260525101010-HGFEDCBA"
+        assert created_claim.claim_no == "RHGFEDCBA"
+        assert result["claim_no"] == "RHGFEDCBA"


 def test_create_claim_item_adds_blank_draft_row_without_forcing_attachment() -> None:
@@ -5695,7 +5702,7 @@ def test_direct_manager_can_route_application_claim_to_budget_approval_then_budg
        assert leader_approved is not None
        assert leader_approved.status == "submitted"
        assert leader_approved.approval_stage == "预算管理者审批"
-        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 0
+        assert reimbursement_claim_query(db).count() == 0
        assert any(
            isinstance(flag, dict)
            and flag.get("source") == "manual_approval"
@@ -5727,7 +5734,7 @@ def test_direct_manager_can_route_application_claim_to_budget_approval_then_budg
            )
        )
        assert all(claim.claim_no != "APP-20260525-APPROVE" for claim in archived_claims)
-        generated_draft = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).one()
+        generated_draft = reimbursement_claim_query(db).one()
        assert generated_draft.status == "draft"
        assert generated_draft.approval_stage == "待提交"
        assert generated_draft.expense_type == "travel"
@@ -5949,7 +5956,7 @@ def test_direct_manager_cannot_route_application_to_missing_budget_approver() ->
        db.refresh(claim)
        assert claim.status == "submitted"
        assert claim.approval_stage == DIRECT_MANAGER_APPROVAL_STAGE
-        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 0
+        assert reimbursement_claim_query(db).count() == 0


 def test_direct_manager_p8_executive_completes_application_without_duplicate_budget_approval() -> None:
@@ -6023,7 +6030,7 @@ def test_direct_manager_p8_executive_completes_application_without_duplicate_bud
        assert approved is not None
        assert approved.status == "approved"
        assert approved.approval_stage == APPLICATION_LINK_STATUS_STAGE
-        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 1
+        assert reimbursement_claim_query(db).count() == 1
        assert not any(
            isinstance(flag, dict)
            and flag.get("next_approval_stage") == BUDGET_MANAGER_APPROVAL_STAGE
@@ -6111,7 +6118,7 @@ def test_direct_manager_budget_monitor_completes_application_claim_without_dupli
        assert approved is not None
        assert approved.status == "approved"
        assert approved.approval_stage == "关联单据状态"
-        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 1
+        assert reimbursement_claim_query(db).count() == 1
        assert not any(
            isinstance(flag, dict)
            and flag.get("next_approval_stage") == "预算管理者审批"
@@ -6130,7 +6137,7 @@ def test_direct_manager_budget_monitor_completes_application_claim_without_dupli
            and flag.get("budget_approval_merged_reason") == "direct_manager_is_department_budget_approver"
            for flag in approved.risk_flags_json
        )
-        generated_draft = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).one()
+        generated_draft = reimbursement_claim_query(db).one()
        assert generated_draft.status == "draft"
        assert generated_draft.expense_type == "travel"
        reviewer_claims = ExpenseClaimService(db).list_claims(manager_user)
@@ -6333,10 +6340,10 @@ def test_application_approval_transfers_budget_reservation_to_reimbursement_draf
        assert leader_approved.approval_stage == "预算管理者审批"
        assert reservation.source_type == "application"
        assert reservation.source_id == claim.id
-        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 0
+        assert reimbursement_claim_query(db).count() == 0

        approved = service.approve_claim(claim.id, budget_user, opinion="预算通过")
-        generated_draft = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).one()
+        generated_draft = reimbursement_claim_query(db).one()
        db.refresh(reservation)

        assert approved is not None
@@ -6428,7 +6435,7 @@ def test_direct_manager_approval_defaults_blank_opinion_to_agree() -> None:
            and flag.get("next_approval_stage") == "预算管理者审批"
            for flag in approved.risk_flags_json
        )
-        assert db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("RE-%")).count() == 0
+        assert reimbursement_claim_query(db).count() == 0


 def test_budget_analysis_uses_current_application_reservation_without_double_counting() -> None:
--- a/server/tests/test_user_agent_service.py
+++ b/server/tests/test_user_agent_service.py
@@ -4,14 +4,14 @@ import re
 from datetime import UTC, datetime, timedelta
 from decimal import Decimal

-from sqlalchemy import create_engine
+from sqlalchemy import create_engine, or_
 from sqlalchemy.orm import Session, sessionmaker
 from sqlalchemy.pool import StaticPool

+from app.core.agent_enums import AgentAssetType
 from app.db.base import Base
 from app.models.employee import Employee
 from app.models.financial_record import ExpenseClaim
-from app.core.agent_enums import AgentAssetType
 from app.schemas.ontology import OntologyParseRequest
 from app.schemas.user_agent import UserAgentCitation, UserAgentRequest, UserAgentReviewRiskBrief
 from app.services.agent_assets import AgentAssetService
@@ -30,6 +30,16 @@ def build_session_factory() -> sessionmaker[Session]:
    return sessionmaker(bind=engine, autoflush=False, autocommit=False)


+def application_claim_query(db: Session):
+    return db.query(ExpenseClaim).filter(
+        or_(
+            ExpenseClaim.claim_no.like("AP-%"),
+            ExpenseClaim.claim_no.like("APP-%"),
+            ExpenseClaim.claim_no.like("A________"),
+        )
+    )
+
+
 def build_application_user_agent_response(
    db: Session,
    message: str,
@@ -629,9 +639,9 @@ def test_user_agent_application_submit_enters_leader_review() -> None:
        assert "系统已推送给 陈硕 审核，当前节点：陈硕审核中" in response.answer
        assert "下方是简要单据信息" in response.answer
        assert "申请信息：" not in response.answer
-        assert re.search(r"AP-\d{14}-[A-HJ-NP-Z2-9]{8}", response.answer)
+        assert re.search(r"A[A-HJ-NP-Z2-9]{8}", response.answer)
        assert response.suggested_actions == []
-        claim = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("AP-%")).one()
+        claim = application_claim_query(db).one()
        assert claim.status == "submitted"
        assert claim.approval_stage == "直属领导审批"
        assert claim.expense_type == "travel_application"
@@ -675,7 +685,7 @@ def test_user_agent_application_submit_blocks_duplicate_business_time() -> None:
            context_overrides={"manager_name": "陈硕"},
            history=history,
        )
-        first_claim = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("AP-%")).one()
+        first_claim = application_claim_query(db).one()

        second_response = build_application_user_agent_response(
            db,
@@ -684,7 +694,7 @@ def test_user_agent_application_submit_blocks_duplicate_business_time() -> None:
            history=history,
        )

-        claims = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("AP-%")).all()
+        claims = application_claim_query(db).all()
        assert len(claims) == 1
        assert "申请单据已生成" in first_response.answer
        assert "已存在申请单" in second_response.answer
@@ -745,7 +755,7 @@ def test_user_agent_application_submit_blocks_overlapping_travel_dates() -> None
            },
        )

-        claims = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("AP-%")).all()
+        claims = application_claim_query(db).all()
        assert len(claims) == 1
        assert "已存在申请单" in response.answer
        assert "系统没有重复创建" in response.answer
@@ -841,7 +851,7 @@ def test_user_agent_application_edit_resubmits_returned_application_claim() -> N
        )

        db.refresh(claim)
-        claims = db.query(ExpenseClaim).filter(ExpenseClaim.claim_no.like("AP-%")).all()
+        claims = application_claim_query(db).all()
        assert len(claims) == 1
        assert "申请单据已修改并重新提交" in response.answer
        assert response.draft_payload is not None
--- a/web/src/assets/styles/components/personal-workbench-ai-mode.css
+++ b/web/src/assets/styles/components/personal-workbench-ai-mode.css
@@ -1094,30 +1094,84 @@
  list-style: decimal;
 }

+.workbench-ai-answer-markdown :deep(.ai-document-query-summary) {
+  display: flex;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 8px 12px;
+  margin-top: 0;
+  padding: 2px 0 0;
+  border: 0;
+  background: transparent;
+  color: #334155;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-query-summary__label) {
+  display: inline-flex;
+  align-items: center;
+  min-height: auto;
+  padding: 0;
+  border-radius: 0;
+  background: transparent;
+  color: #64748b;
+  font-size: 13px;
+  font-weight: 760;
+  line-height: 1.2;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-query-summary__scope) {
+  min-width: 0;
+  color: #0f172a;
+  font-size: 15px;
+  font-weight: 860;
+  line-height: 1.5;
+  overflow-wrap: anywhere;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-query-summary__count) {
+  display: inline-flex;
+  align-items: baseline;
+  gap: 4px;
+  color: #64748b;
+  font-size: 14px;
+  font-weight: 700;
+  line-height: 1.4;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-query-summary__count strong) {
+  color: #1d4ed8;
+  font-size: 14px;
+  font-weight: 900;
+}
+
 .workbench-ai-answer-markdown :deep(.ai-document-card-list) {
  display: grid;
-  gap: 12px;
-  margin-top: 18px;
+  gap: 16px;
+  margin-top: 14px;
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card) {
  position: relative;
  display: grid;
-  gap: 12px;
-  padding: 16px 18px;
-  border: 1px solid rgba(226, 232, 240, 0.9);
-  border-left: 3px solid #cbd5e1;
+  gap: 0;
+  overflow: hidden;
+  padding: 0;
+  border: 1px solid rgba(203, 213, 225, 0.76);
+  border-left: 0;
  border-radius: 12px;
-  background: #ffffff;
-  box-shadow: 0 1px 2px rgba(15, 23, 42, 0.04), 0 4px 12px rgba(15, 23, 42, 0.04);
+  background: rgba(255, 255, 255, 0.96);
+  box-shadow:
+    0 1px 2px rgba(15, 23, 42, 0.035),
+    0 10px 26px rgba(15, 23, 42, 0.045);
  color: #334155;
  animation: workbenchDocumentCardReveal 360ms cubic-bezier(0.2, 0.8, 0.2, 1) both;
  transition: border-color 180ms ease, box-shadow 180ms ease, transform 180ms ease;
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card:hover) {
-  border-color: rgba(148, 163, 184, 0.7);
-  box-shadow: 0 2px 4px rgba(15, 23, 42, 0.05), 0 8px 20px rgba(15, 23, 42, 0.07);
+  border-color: rgba(148, 163, 184, 0.72);
+  background: #ffffff;
+  box-shadow: 0 8px 22px rgba(15, 23, 42, 0.065);
  transform: translateY(-1px);
 }

@@ -1133,186 +1187,161 @@
  animation-delay: 120ms;
 }

-/* 状态语义色：左侧边条颜色随状态变化，一眼判断当前阶段 */
-.workbench-ai-answer-markdown :deep(.ai-document-card.is-pending) {
-  border-left-color: #2563eb;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-document-card.is-success) {
-  border-left-color: #16a34a;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-document-card.is-warning) {
-  border-left-color: #d97706;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-document-card.is-danger) {
-  border-left-color: #dc2626;
-}
-
-/* 卡片头部：状态 + 类型（左） · 单据编号（右） */
+/* 状态语义色：头部浅底色和状态文字随单据状态变化 */
 .workbench-ai-answer-markdown :deep(.ai-document-card__head) {
  display: flex;
  align-items: center;
  justify-content: space-between;
-  gap: 12px;
+  gap: 16px;
  min-width: 0;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-document-card__head-left) {
-  display: flex;
-  align-items: center;
-  gap: 8px;
-  min-width: 0;
-  flex-wrap: wrap;
+  padding: 13px 18px;
+  background: rgba(37, 99, 235, 0.11);
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card__status) {
  display: inline-flex;
  align-items: center;
-  min-height: 22px;
-  padding: 0 9px;
-  border-radius: 6px;
-  background: rgba(148, 163, 184, 0.16);
-  color: #475569;
-  font-size: 12px;
-  font-weight: 700;
-  line-height: 1.2;
+  min-height: 24px;
+  padding: 0;
+  border-radius: 0;
+  background: transparent;
+  color: #1d4ed8;
+  font-size: 15px;
+  font-weight: 860;
+  line-height: 1.3;
  white-space: nowrap;
 }

+.workbench-ai-answer-markdown :deep(.ai-document-card.is-success .ai-document-card__head) {
+  background: rgba(22, 163, 74, 0.1);
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card.is-warning .ai-document-card__head) {
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+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card.is-danger .ai-document-card__head) {
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+}
+
 .workbench-ai-answer-markdown :deep(.ai-document-card.is-pending .ai-document-card__status) {
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-  overflow-wrap: anywhere;
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-
-/* 卡片主体：事由（主焦点） + 申请人/部门（次焦点） */
 .workbench-ai-answer-markdown :deep(.ai-document-card__body) {
  display: grid;
-  gap: 6px;
+  gap: 14px;
  min-width: 0;
+  padding: 16px 18px 18px;
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card__reason) {
  display: -webkit-box;
-  color: #0f172a;
-  font-size: 16px;
-  font-weight: 700;
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+  font-size: 15px;
+  font-weight: 760;
  line-height: 1.45;
  overflow: hidden;
-  -webkit-line-clamp: 2;
+  -webkit-line-clamp: 1;
  -webkit-box-orient: vertical;
 }

-.workbench-ai-answer-markdown :deep(.ai-document-card__owner-line) {
-  display: flex;
-  align-items: center;
-  flex-wrap: wrap;
-  gap: 6px;
-  min-width: 0;
+.workbench-ai-answer-markdown :deep(.ai-document-card.is-success .ai-document-card__reason) {
+  color: #166534;
 }

-.workbench-ai-answer-markdown :deep(.ai-document-card__owner) {
-  color: #1e293b;
-  font-size: 13px;
-  font-weight: 600;
-  line-height: 1.3;
+.workbench-ai-answer-markdown :deep(.ai-document-card.is-warning .ai-document-card__reason) {
+  color: #92400e;
 }

-.workbench-ai-answer-markdown :deep(.ai-document-card__dept) {
-  color: #64748b;
-  font-size: 13px;
-  font-weight: 500;
-  line-height: 1.3;
+.workbench-ai-answer-markdown :deep(.ai-document-card.is-danger .ai-document-card__reason) {
+  color: #991b1b;
 }

-.workbench-ai-answer-markdown :deep(.ai-document-card__dot) {
-  color: #cbd5e1;
-  font-size: 12px;
-  font-weight: 700;
-}
-
-/* 卡片底部：辅助元信息（左） · 金额（右） · 操作 */
-.workbench-ai-answer-markdown :deep(.ai-document-card__foot) {
-  display: flex;
-  align-items: center;
-  justify-content: space-between;
-  gap: 12px;
-  padding-top: 12px;
-  border-top: 1px solid rgba(226, 232, 240, 0.9);
-}
-
-.workbench-ai-answer-markdown :deep(.ai-document-card__meta) {
-  display: flex;
-  align-items: center;
-  flex-wrap: wrap;
-  gap: 6px;
-  min-width: 0;
-  flex: 1 1 auto;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-document-card__meta-item) {
-  color: #64748b;
-  font-size: 12px;
-  font-weight: 500;
-  line-height: 1.3;
-}
-
-.workbench-ai-answer-markdown :deep(.ai-document-card__amount-block) {
+.workbench-ai-answer-markdown :deep(.ai-document-card__details) {
  display: grid;
-  justify-items: end;
-  gap: 1px;
-  flex: 0 0 auto;
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+  gap: 12px 28px;
+  padding-top: 2px;
+  border-top: 1px solid rgba(203, 213, 225, 0.76);
 }

-.workbench-ai-answer-markdown :deep(.ai-document-card__amount-label) {
-  color: #94a3b8;
-  font-size: 11px;
-  font-weight: 500;
-  line-height: 1.2;
+.workbench-ai-answer-markdown :deep(.ai-document-card__field) {
+  display: grid;
+  grid-template-columns: 86px minmax(0, 1fr);
+  align-items: center;
+  gap: 14px;
+  min-width: 0;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__field--action) {
+  grid-column: 1 / -1;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__label) {
+  color: #8a94a6;
+  font-size: 13px;
+  font-weight: 640;
+  line-height: 1.4;
+  white-space: nowrap;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__value) {
+  min-width: 0;
+  color: #334155;
+  font-size: 14px;
+  font-weight: 720;
+  line-height: 1.45;
+  overflow-wrap: anywhere;
 }

 .workbench-ai-answer-markdown :deep(.ai-document-card__amount) {
  color: #0f172a;
-  font-size: 17px;
-  font-weight: 700;
+  font-size: 18px;
+  font-weight: 900;
  line-height: 1.2;
  white-space: nowrap;
 }

+.workbench-ai-answer-markdown :deep(.ai-document-card__number) {
+  color: #64748b;
+  font-size: 13px;
+  font-weight: 740;
+  letter-spacing: 0;
+}
+
 .workbench-ai-answer-markdown :deep(.ai-document-card__action) {
-  flex: 0 0 auto;
+  display: inline-flex;
+  align-items: center;
+  width: fit-content;
+  min-height: 26px;
+  padding: 0;
+  border-radius: 0;
+  background: transparent;
+  color: #1d4ed8;
+  font-size: 14px;
+  font-weight: 820;
+  box-shadow: none;
+  white-space: nowrap;
+}
+
+.workbench-ai-answer-markdown :deep(.ai-document-card__action:hover) {
+  background: transparent;
+  color: #1e40af;
+  text-decoration: underline;
 }

 .workbench-ai-answer-markdown :deep(.markdown-table-wrap),
@@ -1547,31 +1576,37 @@
  }

  .workbench-ai-answer-markdown :deep(.ai-document-card) {
-    padding: 14px;
+    padding: 0;
  }

  .workbench-ai-answer-markdown :deep(.ai-document-card__head) {
    align-items: flex-start;
+    flex-direction: column;
+    gap: 8px;
+    padding: 12px 14px;
+  }
+
+  .workbench-ai-answer-markdown :deep(.ai-document-card__body) {
+    padding: 14px;
+  }
+
+  .workbench-ai-answer-markdown :deep(.ai-document-card__details) {
+    grid-template-columns: 1fr;
+    gap: 10px;
+  }
+
+  .workbench-ai-answer-markdown :deep(.ai-document-card__field) {
+    grid-template-columns: 76px minmax(0, 1fr);
+    gap: 10px;
+  }
+
+  .workbench-ai-answer-markdown :deep(.ai-document-card__field--action) {
+    grid-column: auto;
  }

  .workbench-ai-answer-markdown :deep(.ai-document-card__number) {
-    flex-basis: 100%;
    text-align: left;
  }
-
-  .workbench-ai-answer-markdown :deep(.ai-document-card__foot) {
-    flex-wrap: wrap;
-  }
-
-  .workbench-ai-answer-markdown :deep(.ai-document-card__amount-block) {
-    justify-items: start;
-    order: 2;
-  }
-
-  .workbench-ai-answer-markdown :deep(.ai-document-card__action) {
-    order: 3;
-    margin-left: auto;
-  }
 }

 .workbench-ai-application-preview {
--- a/web/src/composables/useAppShell.js
+++ b/web/src/composables/useAppShell.js
@@ -10,6 +10,7 @@ import { fetchOntologyParse } from '../services/ontology.js'
 import { fetchLatestConversation } from '../services/orchestrator.js'
 import { markAiWorkbenchConversationDraftDeleted } from '../utils/aiWorkbenchConversationStore.js'
 import { clearAssistantSessionSnapshotForDraftClaim } from '../utils/assistantSessionSnapshot.js'
+import { isApplicationDocumentNo } from '../utils/documentClassification.js'
 import {
  ASSISTANT_SCOPE_SESSION_STEWARD,
  buildUnsupportedBusinessScopeConversation,
@@ -428,8 +429,7 @@ export function useAppShell() {
    return (
      documentType === 'application'
      || documentType === 'expense_application'
-      || normalizedClaimNo.startsWith('AP-')
-      || normalizedClaimNo.startsWith('APP-')
+      || isApplicationDocumentNo(normalizedClaimNo)
    )
  }

--- a/web/src/composables/useRequests.js
+++ b/web/src/composables/useRequests.js
@@ -1,6 +1,7 @@
 import { computed, reactive, ref } from 'vue'

 import { fetchAllExpenseClaims } from '../services/reimbursements.js'
+import { isApplicationDocumentNo } from '../utils/documentClassification.js'
 import { filterActionableRiskFlags, normalizeRiskFlagTone } from '../utils/riskFlags.js'

 const EXPENSE_TYPE_LABELS = {
@@ -212,8 +213,7 @@ function resolveDocumentTypeMeta(claim, typeCode) {
  const isApplication =
    explicitType === DOCUMENT_TYPE_APPLICATION
    || explicitType === 'expense_application'
-    || claimNo.startsWith('AP-')
-    || claimNo.startsWith('APP-')
+    || isApplicationDocumentNo(claimNo)
    || normalizedType === 'application'
    || normalizedType.endsWith('_application')

--- a/web/src/utils/aiDocumentQueryModel.js
+++ b/web/src/utils/aiDocumentQueryModel.js
@@ -1,4 +1,5 @@
 import { extractExpenseClaimItems } from '../services/reimbursements.js'
+import { isApplicationDocumentNo } from './documentClassification.js'

 const DOCUMENT_QUERY_LIMIT = 8

@@ -336,8 +337,7 @@ function resolveDocumentTypeCode(claim = {}) {
    || explicitType === 'expense_application'
    || expenseType === 'application'
    || expenseType.endsWith('_application')
-    || documentNo.startsWith('AP-')
-    || documentNo.startsWith('APP-')
+    || isApplicationDocumentNo(documentNo)
  ) {
    return 'application'
  }
@@ -679,49 +679,66 @@ function buildDocumentCardHtml(record = {}) {
  const typeClass = record.documentType === 'application' ? 'application' : 'reimbursement'
  const statusTone = record.statusTone || 'is-pending'
  const amountLabel = record.documentType === 'application' ? '预计金额' : '报销金额'
-
-  // footer 左侧辅助元信息：业务地点（可选）+ 时间
-  const metaParts = []
-  if (record.locationLabel) {
-    metaParts.push(`<span class="ai-document-card__meta-item">${escapeHtml(record.locationLabel)}</span>`)
-  }
-  metaParts.push(`<span class="ai-document-card__meta-item">${escapeHtml(record.time || '待补充')}</span>`)
-  const metaHtml = `<div class="ai-document-card__meta">${metaParts.join('<span class="ai-document-card__dot">·</span>')}</div>`
+  const ownerText = [record.ownerLabel, record.departmentLabel]
+    .filter((item) => item && item !== '未显示')
+    .join(' · ') || '未显示'

  return [
    `<article class="ai-document-card ai-document-card--${typeClass} ${statusTone}" aria-label="单据详情">`,
    '<header class="ai-document-card__head">',
-    '<div class="ai-document-card__head-left">',
+    `<strong class="ai-document-card__reason">${escapeHtml(record.reason)}</strong>`,
    `<span class="ai-document-card__status">${escapeHtml(record.statusLabel)}</span>`,
-    `<span class="ai-document-card__type">${escapeHtml(record.documentTypeLabel)} · ${escapeHtml(record.typeLabel)}</span>`,
-    '</div>',
-    `<span class="ai-document-card__number">${escapeHtml(record.documentNo || '未编号单据')}</span>`,
    '</header>',
    '<div class="ai-document-card__body">',
-    `<strong class="ai-document-card__reason">${escapeHtml(record.reason)}</strong>`,
-    '<div class="ai-document-card__owner-line">',
-    `<span class="ai-document-card__owner">${escapeHtml(record.ownerLabel)}</span>`,
-    '<span class="ai-document-card__dot">·</span>',
-    `<span class="ai-document-card__dept">${escapeHtml(record.departmentLabel)}</span>`,
+    '<div class="ai-document-card__details">',
+    '<div class="ai-document-card__field">',
+    '<span class="ai-document-card__label">单据类型</span>',
+    `<strong class="ai-document-card__value">${escapeHtml(record.documentTypeLabel)} · ${escapeHtml(record.typeLabel)}</strong>`,
    '</div>',
-    '</div>',
-    '<footer class="ai-document-card__foot">',
-    metaHtml,
-    '<div class="ai-document-card__amount-block">',
-    `<span class="ai-document-card__amount-label">${escapeHtml(amountLabel)}</span>`,
+    '<div class="ai-document-card__field">',
+    `<span class="ai-document-card__label">${escapeHtml(amountLabel)}</span>`,
    `<strong class="ai-document-card__amount">${escapeHtml(record.amountLabel)}</strong>`,
    '</div>',
+    '<div class="ai-document-card__field">',
+    '<span class="ai-document-card__label">申请人</span>',
+    `<strong class="ai-document-card__value">${escapeHtml(ownerText)}</strong>`,
+    '</div>',
+    '<div class="ai-document-card__field">',
+    '<span class="ai-document-card__label">单据编号</span>',
+    `<strong class="ai-document-card__value ai-document-card__number">${escapeHtml(record.documentNo || '未编号单据')}</strong>`,
+    '</div>',
+    '<div class="ai-document-card__field ai-document-card__field--action">',
+    '<span class="ai-document-card__label">操作</span>',
    href
      ? `<a class="ai-html-action-link ai-html-action-link-document ai-document-card__action" data-ai-action="open-document-detail" href="${escapeHtml(href)}">查看详情</a>`
-      : '',
-    '</footer>',
+      : '<span class="ai-document-card__value">暂无详情</span>',
+    '</div>',
+    '</div>',
+    '</div>',
    '</article>'
  ].join('')
 }

-function buildDocumentCardsHtml(records = []) {
+function buildDocumentQuerySummaryHtml(scopeText = '', totalCount = 0, visibleCount = 0) {
+  return [
+    '<section class="ai-document-query-summary" aria-label="单据查询范围">',
+    '<span class="ai-document-query-summary__label">查询范围</span>',
+    `<strong class="ai-document-query-summary__scope">${escapeHtml(scopeText || '相关单据')}</strong>`,
+    '<span class="ai-document-query-summary__count">',
+    `共 <strong>${escapeHtml(String(totalCount))}</strong> 张`,
+    '</span>',
+    '<span class="ai-document-query-summary__count">',
+    `展示最近 <strong>${escapeHtml(String(visibleCount))}</strong> 张`,
+    '</span>',
+    '</section>'
+  ].join('')
+}
+
+function buildDocumentCardsHtml(records = [], options = {}) {
+  const querySummaryHtml = options.querySummaryHtml || ''
  return [
    '<!-- ai-trusted-html:start -->',
+    querySummaryHtml,
    '<section class="ai-document-card-list" aria-label="单据查询结果">',
    ...records.map((record) => buildDocumentCardHtml(record)),
    '</section>',
@@ -772,9 +789,9 @@ export function buildAiDocumentQueryMessage(intent = {}, claimsPayload = []) {
  const lines = [
    '### 已查询到相关单据',
    '',
-    `**查询范围**：${scopeText || '相关单据'}；共找到 **${records.length}** 张，先展示最近 **${visibleRecords.length}** 张。`,
-    '',
-    buildDocumentCardsHtml(visibleRecords)
+    buildDocumentCardsHtml(visibleRecords, {
+      querySummaryHtml: buildDocumentQuerySummaryHtml(scopeText, records.length, visibleRecords.length)
+    })
  ]

  if (records.length > visibleRecords.length) {
--- a/web/src/utils/detailAlerts.js
+++ b/web/src/utils/detailAlerts.js
@@ -1,5 +1,6 @@
 import { filterActionableRiskFlags, normalizeRiskFlagTone } from './riskFlags.js'
 import { canViewRiskForContext } from './riskVisibility.js'
+import { isApplicationDocumentNo } from './documentClassification.js'

 const SYSTEM_GENERATED_EXPENSE_TYPES = new Set(['travel_allowance'])
 const LOCATION_REQUIRED_EXPENSE_TYPES = new Set(['travel', 'meeting', 'entertainment'])
@@ -37,8 +38,7 @@ function isApplicationDocumentRequest(request) {
  return (
    documentType === 'application'
    || documentType === 'expense_application'
-    || claimNo.startsWith('AP-')
-    || claimNo.startsWith('APP-')
+    || isApplicationDocumentNo(claimNo)
    || typeCode === 'application'
    || typeCode.endsWith('_application')
  )
--- a/web/src/utils/documentClassification.js
+++ b/web/src/utils/documentClassification.js
@@ -1,3 +1,14 @@
+const APPLICATION_DOCUMENT_NO_PATTERN = /^A[A-HJ-NP-Z2-9]{8}$/i
+
+export function isApplicationDocumentNo(value) {
+  const claimNo = String(value || '').trim().toUpperCase()
+  return (
+    APPLICATION_DOCUMENT_NO_PATTERN.test(claimNo)
+    || claimNo.startsWith('AP-')
+    || claimNo.startsWith('APP-')
+  )
+}
+
 export function isApplicationRequestLike(value) {
  const explicitType = String(
    value?.documentTypeCode
@@ -14,8 +25,7 @@ export function isApplicationRequestLike(value) {
  return (
    explicitType === 'application'
    || explicitType === 'expense_application'
-    || claimNo.startsWith('AP-')
-    || claimNo.startsWith('APP-')
+    || isApplicationDocumentNo(claimNo)
    || typeCode === 'application'
    || typeCode.endsWith('_application')
  )
--- a/web/src/utils/riskVisibility.js
+++ b/web/src/utils/riskVisibility.js
@@ -6,6 +6,7 @@ import {
  isFinanceUser,
  isPlatformAdminUser
 } from './accessControl.js'
+import { isApplicationDocumentNo } from './documentClassification.js'

 const APPLICATION_STAGE_ALIASES = new Set([
  'expense_application',
@@ -159,8 +160,7 @@ export function isApplicationRiskStageRequest(request = {}) {
  return (
    documentType === 'application' ||
    documentType === 'expense_application' ||
-    claimNo.startsWith('AP-') ||
-    claimNo.startsWith('APP-') ||
+    isApplicationDocumentNo(claimNo) ||
    typeCode === 'application' ||
    typeCode.endsWith('_application')
  )
--- a/web/src/views/AppShellRouteView.vue
+++ b/web/src/views/AppShellRouteView.vue
@@ -273,7 +273,27 @@ const sidebarCollapsed = ref(false)
 const sidebarCollapsedBeforeAiMode = ref(false)
 const mobileSidebarOpen = ref(false)
 const overviewDashboard = ref('finance')
-const workbenchMode = ref('traditional')
+const { companyProfile, currentUser, logout } = useSystemState()
+
+function resolveDefaultWorkbenchMode(user) {
+  return isPlatformAdminUser(user) ? 'traditional' : 'ai'
+}
+
+function resolveWorkbenchUserKey(user = {}) {
+  const roleCodes = Array.isArray(user?.roleCodes) ? user.roleCodes.join(',') : ''
+  return [
+    user?.id,
+    user?.userId,
+    user?.username,
+    user?.account,
+    user?.name,
+    user?.role,
+    roleCodes,
+    user?.isAdmin ? 'admin' : 'user'
+  ].map((item) => String(item || '').trim()).join('|')
+}
+
+const workbenchMode = ref(resolveDefaultWorkbenchMode(currentUser.value))
 const aiSidebarCommandSeq = ref(0)
 const aiSidebarCommand = ref({ seq: 0, type: '', payload: null })
 const aiActiveConversationId = ref('')
@@ -343,7 +363,6 @@ const {
  topBarView
 } = useAppShell()

-const { companyProfile, currentUser, logout } = useSystemState()
 const PRODUCT_DISPLAY_NAME = '易财费控'
 const ENTERPRISE_DISPLAY_NAME = '远光软件股份有限公司'
 const filteredNavItems = computed(() => filterNavItemsByAccess(navItems, currentUser.value))
@@ -496,7 +515,14 @@ function handleLogout() {

 watch(
  () => currentUser.value,
-  (user) => {
+  (user, previousUser) => {
+    if (resolveWorkbenchUserKey(user) !== resolveWorkbenchUserKey(previousUser)) {
+      const nextMode = resolveDefaultWorkbenchMode(user)
+      workbenchMode.value = nextMode
+      if (nextMode === 'ai') {
+        sidebarCollapsed.value = false
+      }
+    }
    aiConversationHistory.value = loadAiWorkbenchConversationHistory(user || {})
  },
  { immediate: true }
--- a/web/src/views/scripts/travelReimbursementApplicationLinkModel.js
+++ b/web/src/views/scripts/travelReimbursementApplicationLinkModel.js
@@ -1,3 +1,5 @@
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
+
 const REQUIRED_APPLICATION_EXPENSE_TYPES = new Set(['travel', 'meal'])

 const APPLICATION_TYPE_ALIASES = {
@@ -302,8 +304,7 @@ export function isExpenseApplicationClaim(claim) {

  return documentType === 'application'
    || documentType === 'expense_application'
-    || claimNo.startsWith('AP-')
-    || claimNo.startsWith('APP-')
+    || isApplicationDocumentNo(claimNo)
    || expenseType === 'application'
    || expenseType.endsWith('_application')
 }
--- a/web/src/views/scripts/travelRequestDetailAdviceModel.js
+++ b/web/src/views/scripts/travelRequestDetailAdviceModel.js
@@ -1,3 +1,5 @@
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
+
 function normalizeText(value) {
  return String(value || '').trim()
 }
@@ -22,7 +24,7 @@ function isApplicationDocumentRequest(requestModel) {
    || requestModel?.document_type
  ).toLowerCase()
  const claimNo = normalizeText(requestModel?.claimNo || requestModel?.claim_no || requestModel?.documentNo).toUpperCase()
-  return documentType === 'application' || claimNo.startsWith('AP-') || claimNo.startsWith('APP-')
+  return documentType === 'application' || isApplicationDocumentNo(claimNo)
 }

 function isHotelExpenseItem(item) {
--- a/web/src/views/scripts/travelRequestDetailBusinessStage.js
+++ b/web/src/views/scripts/travelRequestDetailBusinessStage.js
@@ -1,3 +1,5 @@
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
+
 function normalizeText(value) {
  return String(value || '').trim()
 }
@@ -112,7 +114,7 @@ export function resolveRequestBusinessStage(request = {}) {
    || request?.document_no
    || request?.id
  ).toUpperCase()
-  if (claimNo.startsWith('AP-') || claimNo.startsWith('APP-')) {
+  if (isApplicationDocumentNo(claimNo)) {
    return 'expense_application'
  }

--- a/web/src/views/scripts/travelRequestDetailExpenseModel.js
+++ b/web/src/views/scripts/travelRequestDetailExpenseModel.js
@@ -1,3 +1,5 @@
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
+
 export const EXPENSE_TYPE_OPTIONS = [
  { value: 'travel', label: '差旅费' },
  { value: 'train_ticket', label: '火车票' },
@@ -83,8 +85,7 @@ export function isApplicationDocumentRequest(request) {
  return (
    documentType === 'application'
    || documentType === 'expense_application'
-    || claimNo.startsWith('AP-')
-    || claimNo.startsWith('APP-')
+    || isApplicationDocumentNo(claimNo)
    || typeCode === 'application'
    || typeCode.endsWith('_application')
  )
--- a/web/src/views/scripts/useTravelReimbursementFlow.js
+++ b/web/src/views/scripts/useTravelReimbursementFlow.js
@@ -718,7 +718,7 @@ export function useTravelReimbursementFlow({
  function buildApplicationDuplicateDetail(payload) {
    const result = payload?.result && typeof payload.result === 'object' ? payload.result : {}
    const answer = String(result.answer || result.message || '').trim()
-    const claimNo = answer.match(/AP-\d{14}-[A-HJ-NP-Z2-9]{8}/)?.[0] || ''
+    const claimNo = answer.match(/A[A-HJ-NP-Z2-9]{8}|AP-\d{14}-[A-HJ-NP-Z2-9]{8}|APP-\d{8}-[A-Z0-9]{6}/)?.[0] || ''
    return claimNo
      ? `已拦截重复申请，已有申请单：${claimNo}`
      : '已拦截重复申请，未创建新申请单'
--- a/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
+++ b/web/src/views/scripts/useTravelReimbursementSubmitComposer.js
@@ -5,6 +5,7 @@ import {
  collectReceiptFiles
 } from './travelReimbursementAttachmentModel.js'
 import { resolveAssistantScopeGuard } from '../../utils/assistantSessionScope.js'
+import { isApplicationDocumentNo } from '../../utils/documentClassification.js'
 import {
  APPLICATION_TRANSPORT_MODE_OPTIONS,
  applyApplicationBusinessTimeContext,
@@ -148,8 +149,7 @@ function isApplicationClaimRecord(claim) {
    expenseType === 'application' ||
    expenseType === 'expense_application' ||
    expenseType.endsWith('_application') ||
-    claimNo.startsWith('AP-') ||
-    claimNo.startsWith('APP-') ||
+    isApplicationDocumentNo(claimNo) ||
    Boolean(extractApplicationDetailFromClaim(claim))
  )
 }
--- a/web/tests/ai-document-query-model.test.mjs
+++ b/web/tests/ai-document-query-model.test.mjs
@@ -127,24 +127,33 @@ test('AI document query message renders html document cards with detail actions'

  assert.match(message, /### 已查询到相关单据/)
  assert.match(message, /<!-- ai-trusted-html:start -->/)
+  assert.match(message, /<section class="ai-document-query-summary" aria-label="单据查询范围">/)
+  assert.match(message, /<span class="ai-document-query-summary__label">查询范围<\/span>/)
+  assert.match(message, /<strong class="ai-document-query-summary__scope">/)
+  assert.match(message, /<span class="ai-document-query-summary__count">/)
  assert.match(message, /<section class="ai-document-card-list" aria-label="单据查询结果">/)
  // 申请单 app-1 状态为 approved → is-success 语义类
  assert.match(message, /<article class="ai-document-card ai-document-card--application is-success" aria-label="单据详情">/)
  assert.match(message, /<header class="ai-document-card__head">/)
  assert.match(message, /<span class="ai-document-card__status">已审批<\/span>/)
  assert.match(message, /<strong class="ai-document-card__reason">辅助国网仿生产服务器部署<\/strong>/)
-  assert.match(message, /<span class="ai-document-card__owner">曹小筑<\/span>/)
-  assert.match(message, /<span class="ai-document-card__dept">交付部<\/span>/)
-  assert.match(message, /<span class="ai-document-card__number">AP-20260220001<\/span>/)
+  assert.match(message, /<div class="ai-document-card__details">/)
+  assert.match(message, /<span class="ai-document-card__label">单据类型<\/span>/)
+  assert.match(message, /<strong class="ai-document-card__value">申请单 · 差旅费用申请<\/strong>/)
+  assert.match(message, /<span class="ai-document-card__label">申请人<\/span>/)
+  assert.match(message, /<strong class="ai-document-card__value">曹小筑 · 交付部<\/strong>/)
+  assert.match(message, /<strong class="ai-document-card__value ai-document-card__number">AP-20260220001<\/strong>/)
  assert.match(message, /<strong class="ai-document-card__amount">¥3,000\.00<\/strong>/)
-  assert.match(message, /<div class="ai-document-card__meta">/)
-  assert.match(message, /<span class="ai-document-card__meta-item">上海<\/span>/)
+  assert.match(message, /<div class="ai-document-card__field ai-document-card__field--action">/)
+  assert.doesNotMatch(message, /ai-document-card__meta/)
+  assert.doesNotMatch(message, /ai-document-card__meta-item/)
  assert.match(message, /href="#ai-open-document-detail:AP-20260220001"/)
  // 报销单 claim-1 状态为 submitted → is-pending 语义类
  assert.match(message, /<article class="ai-document-card ai-document-card--reimbursement is-pending" aria-label="单据详情">/)
  assert.match(message, /href="#ai-open-document-detail:CL-20260221001"/)
  assert.doesNotMatch(message, /\| 单据编号 \|/)
  assert.doesNotMatch(message, /^> /m)
+  assert.doesNotMatch(message, /\*\*查询范围\*\*/)
 })

 test('AI document query html cards render as trusted card markup', () => {
@@ -152,13 +161,16 @@ test('AI document query html cards render as trusted card markup', () => {
  const rendered = renderAiConversationHtml(buildAiDocumentQueryMessage(intent, claims))

  assert.match(rendered, /<h3 class="ai-html-title">已查询到相关单据<\/h3>/)
+  assert.match(rendered, /<section class="ai-document-query-summary" aria-label="单据查询范围">/)
  assert.match(rendered, /<section class="ai-document-card-list" aria-label="单据查询结果">/)
  assert.match(rendered, /<article class="ai-document-card ai-document-card--application is-success" aria-label="单据详情">/)
  assert.match(rendered, /class="ai-document-card__head"/)
-  assert.match(rendered, /class="ai-document-card__meta"/)
-  assert.match(rendered, /class="ai-document-card__meta-item"/)
+  assert.match(rendered, /class="ai-document-card__details"/)
+  assert.match(rendered, /class="ai-document-card__field"/)
+  assert.match(rendered, /class="ai-document-card__label"/)
  assert.match(rendered, /class="ai-html-action-link ai-html-action-link-document ai-document-card__action"/)
  assert.match(rendered, /href="#ai-open-document-detail:CL-20260221001"/)
+  assert.doesNotMatch(rendered, /ai-document-card__meta/)
  assert.doesNotMatch(rendered, /&lt;section class=&quot;ai-document-card-list/)
  assert.doesNotMatch(rendered, /<blockquote>/)
 })
--- a/web/tests/document-classification.test.mjs
+++ b/web/tests/document-classification.test.mjs
@@ -0,0 +1,20 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  isApplicationDocumentNo,
+  isApplicationRequestLike
+} from '../src/utils/documentClassification.js'
+
+test('application document number detection supports short and legacy formats', () => {
+  assert.equal(isApplicationDocumentNo('A7K3M9Q2P'), true)
+  assert.equal(isApplicationDocumentNo('AP-20260525103045-ABCDEFGH'), true)
+  assert.equal(isApplicationDocumentNo('APP-20260525-ABC123'), true)
+  assert.equal(isApplicationDocumentNo('R7K3M9Q2P'), false)
+  assert.equal(isApplicationDocumentNo('RE-20260525103045-HGFEDCBA'), false)
+})
+
+test('application request classification can rely on a short document number', () => {
+  assert.equal(isApplicationRequestLike({ claim_no: 'A7K3M9Q2P' }), true)
+  assert.equal(isApplicationRequestLike({ claim_no: 'R7K3M9Q2P' }), false)
+})
--- a/web/tests/workbench-ai-mode-switch.test.mjs
+++ b/web/tests/workbench-ai-mode-switch.test.mjs
@@ -172,7 +172,10 @@ const orbIconPngAsset = fileURLToPath(
 const orbIconBuffer = readFileSync(orbIconAsset)

 test('app shell owns the workbench mode and wires it through topbar and content', () => {
-  assert.match(appShell, /const workbenchMode = ref\('traditional'\)/)
+  assert.match(appShell, /function resolveDefaultWorkbenchMode\(user\)\s*\{[\s\S]*isPlatformAdminUser\(user\)[\s\S]*'traditional'[\s\S]*'ai'/)
+  assert.match(appShell, /const workbenchMode = ref\(resolveDefaultWorkbenchMode\(currentUser\.value\)\)/)
+  assert.doesNotMatch(appShell, /const workbenchMode = ref\('traditional'\)/)
+  assert.match(appShell, /watch\(\s*\(\) => currentUser\.value,[\s\S]*resolveDefaultWorkbenchMode\(user\)/)
  assert.match(appShell, /function toggleWorkbenchMode\(\)/)
  assert.match(appShell, /const nextMode = workbenchMode\.value === 'ai' \? 'traditional' : 'ai'/)
  assert.match(appShell, /sidebarCollapsedBeforeAiMode\.value = sidebarCollapsed\.value/)
@@ -260,11 +263,21 @@ test('AI mode screen follows the approved reference structure', () => {
  assert.doesNotMatch(aiMode, /message\.pending \?/)
  assert.match(aiMode, /继续和小财管家对话\.\.\./)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-query-summary\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-query-summary__scope\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card-list\) \{[\s\S]*gap:\s*16px;/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__head\) \{[\s\S]*background: rgba\(37, 99, 235, 0\.11\);/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card\.is-success \.ai-document-card__head\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__head\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__body\)/)
-  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__foot\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__details\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__field\)/)
+  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__label\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__amount\)/)
-  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__meta\)/)
+  assert.match(
+    aiModeStyles,
+    /\.workbench-ai-answer-markdown :deep\(\.ai-document-card__details\) \{[\s\S]*grid-template-columns: repeat\(2, minmax\(0, 1fr\)\);/
+  )
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-action-link\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-table-wrap\)/)
  assert.match(aiModeStyles, /\.workbench-ai-answer-markdown :deep\(\.ai-html-record-list\)/)