refactor: 菜单栏角色化降噪（role-based-navigation-simplification）

2026-05-29 21:11:32 +08:00
@@ -167,8 +167,9 @@ header baseline instead of recreating page-local wrappers:

 - `AppShellLayout` owns the PC shell background and content offset through
  `app-shell` and `app-shell-main`.
- `Sidebar` and `NavLinks` own primary navigation grouping. The mental model is
-  `工作` -> `业务` -> `财务` -> `管理` -> collapsed `更多`.
+- `Sidebar` and `NavLinks` own role-aware task navigation. The mental model is
+  a short primary task list plus collapsed `更多`; management configuration is
+  represented by one `管理` entry instead of many sidebar rows.
 - `Topbar` is a compact command surface: page title, group badge, user context,
  global search and notifications. Do not expand it back into a large hero.
 - `PageHeader` and `WorkspaceHeader` should use `page-header-shell`,
@@ -181,6 +182,26 @@ header baseline instead of recreating page-local wrappers:
 **Why**: The shell/header baseline gives Wave3-5 pages a stable visual entry
 point and prevents each route from inventing a different title/action layout.

+**Navigation Rules**:
+
+- Sidebar entries should be role-aware and task-first for domestic tech startups
+  under 10 people; do not expose all permission-allowed modules as a default
+  module catalog.
+- Approvers see `待我处理`; ordinary employees should not see `待办` or
+  `审批待办` in the sidebar by default.
+- PC leave navigation uses `请假记录` unless the current task explicitly opens OA
+  emergency leave submission.
+- `个人设置` stays in the topbar account menu. Notifications stay in the topbar
+  bell and notification center.
+- Finance labels should use work names such as `付款`, `应付账款` and `票据`;
+  internal platform words like `AP 运营`, `ERP 集成` and `功能开关` should be
+  hidden behind management wording or renamed for users.
+- `更多` is a lightweight collapsed row for low-frequency entries; do not add a
+  sidebar explanation card, subtitle or onboarding copy around it.
+- Playwright navigation helpers should use exact names or anchored regex for
+  short sidebar labels such as `管理`, otherwise fuzzy role-name matching can
+  click longer labels such as `预算管理`.
+
 **Example**:

 ```tsx
@@ -0,0 +1,2 @@
+{"file":"docs/产品设计规则.md","reason":"检查菜单职责、角色优先级、企微/OA 边界和新增功能进入一级导航的约束是否被遵守。"}
+{"file":".trellis/spec/hyb-oa/frontend-react-vite-design.md","reason":"检查全局 shell、导航壳层、前端验证和截图覆盖要求是否满足。"}
@@ -0,0 +1,96 @@
+# 菜单栏角色化降噪重构设计
+
+## Design Direction
+
+采用“安静的任务型工作栏”：一级导航不是模块目录，而是每类用户今天最可能要点击的任务入口。视觉上保持当前 OA 工具气质，降低解释性文案和卡片感，让菜单通过排序、角色显隐和短中文名表达优先级。
+
+## Information Architecture
+
+### 普通员工
+
+- 工作台
+- 报销
+- 请假记录
+- 我的进度
+- 更多
+
+### 审批人 / 负责人
+
+- 工作台
+- 待我处理
+- 报销
+- 项目
+- 团队
+- 更多
+
+### 财务 / 管理员
+
+- 工作台
+- 待我处理
+- 报销
+- 付款
+- 应付账款
+- 票据
+- 管理
+- 更多
+
+具体入口仍受权限和 feature flag 限制；上面是目标信息架构，不代表绕过权限展示。
+
+## Proposed Implementation
+
+1. 服务端导航
+   - 在 `server/src/services/workspaceSettings.js` 中统一用户可见文案：
+     - `workflowTasks`: `待我处理`
+     - `leaveRequests`: `请假记录`
+     - `paymentBatches`: `付款`
+     - `apOperations`: `应付账款`
+     - `invoicePool`: `票据`
+     - `featureFlags`: `功能管理`
+     - `erpIntegrations`: `外部系统`
+   - 调整 `DEFAULT_MODULE_VISIBILITY`：普通高频保留，低频配置、预算、集成、审计等默认后置。
+   - 保证 `workflowTasks` 只对业务审批人、负责人、财务等可处理角色出现。
+   - 避免普通员工看到财务、票据、管理、个人设置入口。
+
+2. 前端导航分组
+   - 在 `client/src/components/navigation/NavLinks.tsx` 中让服务端 placement 和角色语义成为主导。
+   - 移除“按路径重新把 backup 提升到业务/财务”的行为，或改为只在同一后置层内排序。
+   - `更多` 改为轻量 details/summary 行，无副标题、无大卡片。
+   - 侧边栏一级分组减少到任务感更强的结构，避免展示过多 section label。
+
+3. 侧边栏壳层
+   - 在 `client/src/components/navigation/Sidebar.tsx` 移除 `今日优先` 说明卡。
+   - 若需要轻量状态提示，后续只在有真实待处理数量时显示；本轮优先移除说明卡，不强制新增数据查询。
+
+4. 顶部和账号入口
+   - `个人设置` 保留在 `Topbar` 账号菜单，不出现在侧边栏。
+   - 通知保留顶部铃铛，不加入侧边栏。
+
+5. 移动底栏
+   - 在 `client/src/components/mobile/MobileBottomNav.tsx` 中把审批人文案改为 `待办`，非审批人继续显示 `进度`。
+   - 不新增移动底栏 `请假`。
+
+6. 工作区设置页
+   - 在 `client/src/pages/WorkspaceSetupPage.tsx` 中调整文案：从“主导航/管理区/隐藏”的模块视角，转成“常用入口/管理与低频/隐藏”或等价表达。
+   - 保留现有能力，不在本轮开发复杂的拖拽或角色矩阵配置。
+
+7. 文档和规则
+   - 更新 `docs/产品设计规则.md`：新增功能默认不进一级侧边栏，必须先判断角色、频次和真实待办价值。
+   - 更新 `.trellis/spec/hyb-oa/frontend-react-vite-design.md`：固化导航壳层和菜单降噪规则。
+
+## Risk And Mitigation
+
+- 风险：前端重分组和服务端 placement 互相打架，导致后置模块又被抬到一级。
+  - 缓解：把服务端结果作为事实源，前端只排序和轻量归类；增加角色导航单测。
+- 风险：文案变更影响既有测试断言。
+  - 缓解：同步更新导航、smoke 和截图断言。
+- 风险：管理合并入口没有完整管理首页承接。
+  - 缓解：本轮可先指向现有工作区设置或现有管理承接页；不做管理页大改。
+- 风险：普通员工入口过少导致找不到低频功能。
+  - 缓解：保留 `更多` 和全局搜索；低频能力隐藏/后置，不删除。
+
+## Verification Plan
+
+- 服务端角色导航单测覆盖 employee、manager、finance、admin、owner。
+- 前端 typecheck/build。
+- 截图检查 PC 1440 宽侧边栏和移动 390 宽底栏。
+- 文档 diff 检查新规则是否只沉淀产品事实和工程约束，不加入视觉细节到 `docs/产品设计规则.md`。
@@ -0,0 +1,2 @@
+{"file":"docs/产品设计规则.md","reason":"产品体验事实源，包含小团队目标用户、OA/企微边界、首页/通知/个人设置职责边界。"}
+{"file":".trellis/spec/hyb-oa/frontend-react-vite-design.md","reason":"前端 shell、导航、A 类任务优先页面和验证要求的工程规约。"}
@@ -0,0 +1,110 @@
+# 菜单栏角色化降噪重构
+
+## Goal
+
+把 PC 侧边栏和移动底部导航从“功能模块清单”改成“小团队任务入口”。默认菜单按角色、权限和使用频次显示，优先让用户看清今天要处理什么、要提交什么、要查什么进度；低频配置、后台管理、集成和审计能力后置到 `管理` 或 `更多`。
+
+## What I Already Know
+
+- 目标用户是国内、小于 10 人的科技初创公司，常见一人多岗，默认不是专职 OA 操作员。
+- 已通过 `grill-me` 和 `frontend-design` 审查确认：本轮只重构导航信息架构和菜单壳层，不顺手重构业务页面内容。
+- 当前前端主导航在 `client/src/components/navigation/NavLinks.tsx`，侧边栏在 `client/src/components/navigation/Sidebar.tsx`，顶部命令区在 `client/src/components/navigation/Topbar.tsx`。
+- 当前服务端导航注册和默认显隐在 `server/src/services/workspaceSettings.js`，系统导航接口为 `/api/system/navigation`。
+- 当前移动底部导航在 `client/src/features/mobile/navigation.ts` 和 `client/src/components/mobile/MobileBottomNav.tsx`。
+- 当前工作区设置页会展示模块显隐表：`client/src/pages/WorkspaceSetupPage.tsx`。
+- 现有文档已要求 `首页` 不承担常驻新手教学职责，`个人设置` 不承担权限维护默认面，`请假/考勤` 日常优先企业微信。
+
+## Confirmed Decisions
+
+- 侧边栏正式按角色显示不同首屏菜单，不再所有人共用一套模块清单。
+- PC 侧边栏 `请假` 改为 `请假记录`，提交请假不作为默认 PC 主入口；只有 OA 应急接管或指定管理场景才考虑显示提交入口。
+- 合并 `待办`、`审批待办`、通知、工作台之间的职责：审批人看到 `待我处理`，普通员工默认不显示 `待办`，通知只保留顶部铃铛，工作台只做摘要。
+- 管理入口从侧边栏多项展开改为一个 `管理`，进入管理页后再分 `人员与组织 / 流程与规则 / 系统与审计 / 功能管理`。
+- 财务入口改成真实工作名：`付款批次` -> `付款`，`AP 运营` -> `应付账款`，`ERP 集成` -> `外部系统`，`功能开关` -> `功能管理`。
+- `票据中心` 只对财务/票据管理角色保留，普通员工不显示。
+- `预算管理` 默认不放一级菜单，进入管理或更多。
+- 移除侧边栏顶部 `今日优先` 说明卡；后续只保留真实轻量状态提示，且没有真实数据时不显示。
+- `更多` 只作为低频入口折叠区，不放解释性副标题，不做大卡片。
+- 移动端底栏同步语义：`首页 / 待办或进度 / 报销 / 我的`，审批人显示 `待办`，非审批人显示 `进度`，不加入 `请假`。
+- 这套菜单规则要沉淀到 `docs/产品设计规则.md` 和 `.trellis/spec/hyb-oa/frontend-react-vite-design.md`，作为后续功能开发硬约束。
+
+## Requirements
+
+- R1: PC 侧边栏一级可见入口应按角色收敛到高频任务，不展示权限允许但低频的后台模块清单。
+- R2: 审批人/负责人/财务角色应看到 `待我处理`；普通员工默认不看到 `待办` 或 `审批待办` 入口。
+- R3: `审批待办` 用户文案统一改为 `待我处理`，同时保留原有路由 `/workflow/tasks`。
+- R4: PC `请假` 用户文案改为 `请假记录`；不得让 PC 默认菜单暗示 OA 是请假日常主办入口。
+- R5: `个人设置` 不出现在 PC 侧边栏，只从右上角账号菜单进入。
+- R6: 管理类入口在侧边栏合并为 `管理`；管理页内部再承接具体配置、人员、流程、审计和功能管理入口。
+- R7: 财务类入口使用真实工作名，避免 `AP 运营`、`ERP 集成`、`功能开关` 这类偏内部平台词占据主菜单。
+- R8: 前端不得把服务端 `backup` 或低频模块重新提升到 `业务` / `财务` 默认分组。
+- R9: `更多` 应是轻量折叠入口；不得使用说明卡、副标题或大圆角卡片样式。
+- R10: 移动底部导航对审批人显示 `待办`，非审批人显示 `进度`；移动底栏不加入 `请假`。
+- R11: 工作区设置页的模块显隐表达要与新菜单规则一致，减少“主导航/管理区/隐藏”导致的误解。
+- R12: 更新产品设计规则和前端 Trellis spec，明确新增功能默认不得直接进入一级侧边栏。
+
+## Scope
+
+- In scope: PC 侧边栏、系统导航 API、移动底部导航、管理聚合页、工作区设置文案、导航相关测试、产品设计规则和前端 Trellis spec。
+- Out of scope: 业务页面主体重构、路由路径迁移、审批状态机或权限模型重做、企业微信请假主办流程、生产部署和真实数据写入。
+
+## Acceptance Criteria
+
+- [x] 普通员工 PC 侧边栏默认只显示少量高频入口，不出现 `待办`、`审批待办`、`票据中心`、`个人设置`、管理配置项。
+- [x] 审批人/负责人 PC 侧边栏显示 `待我处理`，不再显示 `审批待办`。
+- [x] 财务/管理员 PC 侧边栏显示真实工作入口，例如 `付款`、`应付账款`、`票据`、`管理`，低频配置不铺开。
+- [x] `请假` 在 PC 主菜单中改为 `请假记录`，移动底栏不新增请假入口。
+- [x] `更多` 是轻量折叠行，展开后只承载低频入口，无说明副标题和大卡片视觉。
+- [x] 侧边栏顶部不再显示 `今日优先` 解释卡。
+- [x] 移动底栏审批人显示 `待办`，非审批人显示 `进度`。
+- [x] 工作区设置页文案与新导航分层一致，不再鼓励把低频模块直接放进主导航。
+- [x] 导航相关单元测试覆盖普通员工、审批人、财务、管理员角色的菜单结果。
+- [x] 前端 typecheck/build 通过，并保留 PC/移动菜单截图证据。
+- [x] `docs/产品设计规则.md` 和 `.trellis/spec/hyb-oa/frontend-react-vite-design.md` 已更新菜单规则。
+
+## Out Of Scope
+
+- 不重构报销列表、审批中心、财务台账、管理页面主体内容。
+- 不改路由路径，除非现有路径无法承接新文案。
+- 不重做权限模型、审批状态机、企业微信请假主办流程。
+- 不新增真实生产数据写入、生产配置修改或企业微信写入。
+- 不把所有历史模块删除；低频能力以隐藏、更多或管理承接为主。
+
+## Technical Notes
+
+- 需要重点处理服务端导航和前端重分组的职责边界，避免服务端已后置的模块被前端路径规则重新提升。
+- 需要保持权限控制由服务端和现有权限工具兜底，前端只做展示和分组，不创造越权入口。
+- 管理合并入口可以先指向现有 `工作区设置` 或新建轻量管理聚合页；本轮不做深层管理页面大改。
+- 视觉方向按 `frontend-design`：安静、工具型、密集但可扫描；避免说明卡、营销式引导和模块堆砌。
+
+## Test Plan
+
+- `cd server && npm test -- --runInBand workspaceSettings.navigation.test.js` 或等价聚焦单测命令。
+- `cd client && npm run typecheck`
+- `cd client && npm run build`
+- 聚焦 Playwright/截图验证：
+  - PC 普通员工侧边栏
+  - PC 审批人/负责人侧边栏
+  - PC 财务或管理员侧边栏
+  - 移动底部导航审批人/非审批人文案
+- `git diff --check`
+
+## Verification Results
+
+- PASS: `cd server && node --check src/services/workspaceSettings.js`
+- PASS: `cd server && npm test -- workspaceSettings.navigation.test.js`
+- PASS: `cd server && npm run prisma:validate`
+- PASS: `cd client && npm run typecheck`
+- PASS: `cd client && npm run build`
+- PASS: `cd client && E2E_BASE_URL=http://127.0.0.1:3001 npx playwright test tests/e2e/visual-shell.spec.ts --workers=1 --reporter=list`
+- PASS: `cd client && E2E_BASE_URL=http://127.0.0.1:3000 npx playwright test tests/e2e/settings-governance.spec.ts --workers=1 --reporter=list`
+- PASS: `node scripts/qa/check-trellis-governance.mjs`
+- PASS: `python3 ./.trellis/scripts/task.py validate 05-29-role-based-navigation-simplification`
+- PASS: `git diff --check`
+- Screenshot evidence: `output/playwright/role-based-navigation-simplification/employee-desktop.png`, `manager-desktop.png`, `finance-mgr-desktop.png`, `employee-mobile.png`, `manager-mobile.png`.
+
+## Definition Of Done
+
+- 需求、实现、验证、文档和截图证据在本 Trellis task 中可追溯。
+- 代码提交使用中文 commit message，并引用 `role-based-navigation-simplification`。
+- 面向用户可测试前，如涉及部署，必须部署并完成公网检查后再告知用户可测。
@@ -0,0 +1,26 @@
+{
+  "id": "role-based-navigation-simplification",
+  "name": "role-based-navigation-simplification",
+  "title": "菜单栏角色化降噪重构",
+  "description": "按国内 10 人以下科技初创公司的小团队使用场景，重构 PC 侧边栏与移动底部导航的信息架构，让菜单按角色和高频任务降噪。",
+  "status": "in_progress",
+  "dev_type": null,
+  "scope": "frontend-backend-docs",
+  "package": null,
+  "priority": "P2",
+  "creator": "shunli",
+  "assignee": "shunli",
+  "createdAt": "2026-05-29",
+  "completedAt": null,
+  "branch": null,
+  "base_branch": "main",
+  "worktree_path": null,
+  "commit": null,
+  "pr_url": null,
+  "subtasks": [],
+  "children": [],
+  "parent": null,
+  "relatedFiles": [],
+  "notes": "",
+  "meta": {}
+}
@@ -207,7 +207,7 @@ export function hasBusinessApproverRole(roleCodes: string[] | undefined, permiss
 }

 export function hasFinanceRole(roleCodes: string[] | undefined, permissionCodes: string[]) {
-  const hasRole = (roleCodes ?? []).some((roleCode) => (FINANCE_ROLE_CODES as readonly string[]).includes(roleCode));
+  const hasRole = (roleCodes ?? []).some((roleCode) => (FINANCE_ROLE_CODES as readonly string[]).includes(roleCode) || roleCode === "admin");
  return hasRole && hasAnyPermission(permissionCodes, [...FINANCE_PORTAL_PERMISSIONS]);
 }

@@ -1,4 +1,4 @@
-import { NavLink } from "react-router-dom";
+import { NavLink, useLocation } from "react-router-dom";
 import { useQuery } from "@tanstack/react-query";
 import { fetchSystemNavigation, type NavigationItem } from "../../api/workspace";
 import { useAuth } from "../../auth/AuthContext";
@@ -19,67 +19,53 @@ export type NavItem = {

 export const NAV_ITEMS: NavItem[] = [
  { to: "/portal", label: "工作台", icon: "home_app_logo" },
-  { to: "/team", label: "团队", icon: "groups" },
-  { to: "/leave-requests", label: "请假", icon: "event_available", anyOf: ["leave.view_own", "leave.view_all", "leave.manage"] },
+  { to: "/team", label: "团队", icon: "groups", anyOf: ["report.dashboard.view", "project.view_all", "project.manage", "system.users"] },
+  { to: "/leave-requests", label: "请假记录", icon: "event_available", anyOf: ["leave.view_own", "leave.view_all", "leave.manage"] },
  { to: "/attendance", label: "考勤", icon: "schedule" },
  { to: "/reimbursements", label: "报销", icon: "request_quote", anyOf: ["expense.view_own", "expense.view_all"] },
  { to: "/assets", label: "资产", icon: "inventory_2", anyOf: ["asset.view_own", "asset.view_all", "asset.manage", "asset.transfer", "asset.inventory"] },
  { to: "/weekly-reports", label: "周报", icon: "article" },
-  { to: "/todos", label: "待办", icon: "check_circle" },
  { to: "/announcements", label: "公告", icon: "campaign" },
-  { to: "/projects", label: "项目", icon: "workspaces", anyOf: ["project.view_own", "project.view_all", "project.manage"] },
-  { to: "/system/workspace", label: "工作区设置", icon: "tune", anyOf: ["system.settings"] },
-  { to: "/people", label: "人员管理", icon: "group", anyOf: ["system.users", "report.dashboard.view"] },
-  { to: "/organization", label: "组织架构", icon: "account_tree", anyOf: ["system.users", "report.dashboard.view"] },
-  { to: "/system/workflow-definitions", label: "流程定义", icon: "schema", anyOf: ["system.settings"] },
-  { to: "/system/settings", label: "系统设置", icon: "settings", anyOf: ["system.settings", "system.users", "masterdata.manage", "notification.channel.manage", "integration.manage"] },
-  { to: "/system/feature-flags", label: "功能开关", icon: "toggle_on", anyOf: ["system.settings"] },
-  { to: "/audit-logs", label: "审计日志", icon: "manage_search", anyOf: ["system.audit.view"] },
-  { to: "/workflow/tasks", label: "审批待办", icon: "fact_check", anyOf: ["expense.approve", "leave.approve", "attendance.approve", "procurement.approve", "travel.approve"] },
+  { to: "/projects", label: "项目", icon: "workspaces", anyOf: ["project.view_all", "project.manage"] },
+  { to: "/system/settings", label: "管理", icon: "settings", anyOf: ["system.settings", "system.users", "masterdata.manage", "notification.channel.manage", "integration.manage", "system.audit.view"] },
+  { to: "/workflow/tasks", label: "待我处理", icon: "fact_check", anyOf: ["expense.approve", "leave.approve", "attendance.approve", "procurement.approve", "travel.approve"] },
  { to: "/contracts-registry", label: "合同台账", icon: "description", anyOf: ["project.view_all", "project.manage", "system.settings"] },
  { to: "/purchase-requests", label: "采购申请", icon: "shopping_cart", anyOf: ["procurement.create", "procurement.view_own", "procurement.view_all", "procurement.manage"] },
  { to: "/travel-requests", label: "差旅申请", icon: "flight", anyOf: ["travel.view_all", "travel.manage", "travel.payment.manage"] },
  { to: "/budgets", label: "预算管理", icon: "account_balance", anyOf: ["budget.view", "budget.manage"] },
-  { to: "/payment-batches", label: "付款批次", icon: "payments", anyOf: ["payment.batch.manage", "risk.review.manage"] },
-  { to: "/ap-operations", label: "AP 运营", icon: "account_balance_wallet", anyOf: ["payment.batch.manage", "risk.review.manage"] },
-  { to: "/invoice-pool", label: "票据中心", icon: "receipt_long", anyOf: ["invoice.manage"] },
+  { to: "/payment-batches", label: "付款", icon: "payments", anyOf: ["payment.batch.manage", "risk.review.manage"] },
+  { to: "/ap-operations", label: "应付账款", icon: "account_balance_wallet", anyOf: ["payment.batch.manage", "risk.review.manage"] },
+  { to: "/invoice-pool", label: "票据", icon: "receipt_long", anyOf: ["invoice.manage"] },
  { to: "/inventory-checks", label: "资产盘点", icon: "inventory", anyOf: ["asset.inventory"] },
-  { to: "/system/cutover", label: "切换控制台", icon: "swap_calls", anyOf: ["system.settings"] },
-  { to: "/system/integrations/erp", label: "外部系统桥接", icon: "hub", anyOf: ["integration.manage"] },
-  { to: "/dashboard", label: "仪表盘", icon: "dashboard", anyOf: ["report.dashboard.view"] },
-  { to: "/settings/profile", label: "个人设置", icon: "manage_accounts" },
+  { to: "/dashboard", label: "数据看板", icon: "dashboard", anyOf: ["report.dashboard.view"] },
 ];

-const LEGACY_ACCESSIBLE_LABELS: Record<string, string> = {
+const ACCESSIBLE_LABELS: Record<string, string> = {
  "/reimbursements": "我的报销",
  "/workflow/tasks": "待我处理",
  "/assets": "资产台账",
 };

-const WORK_NAV_ORDER = ["/portal", "/workflow/tasks", "/reimbursements", "/todos"];
-const BUSINESS_NAV_ORDER = [
-  "/projects",
-  "/contracts-registry",
-  "/purchase-requests",
-  "/assets",
-  "/weekly-reports",
-  "/team",
-  "/announcements",
-  "/leave-requests",
-  "/attendance",
-  "/wecom-approval-archive",
-];
-const FINANCE_NAV_ORDER = ["/payment-batches", "/ap-operations", "/invoice-pool", "/budgets", "/inventory-checks"];
-const MANAGEMENT_NAV_ORDER = [
-  "/people",
-  "/organization",
+const MANAGEMENT_ACTIVE_PATHS = [
+  "/system/settings",
  "/system/workspace",
  "/system/workflow-definitions",
-  "/system/settings",
  "/system/feature-flags",
+  "/system/approval-rules",
+  "/system/expense-standards",
+  "/system/reimbursement-templates",
+  "/system/master-data",
+  "/system/notification-channels",
+  "/system/integrations/erp",
+  "/system/users",
+  "/system/departments",
+  "/system/cutover",
+  "/people",
+  "/people/stats",
+  "/organization",
  "/audit-logs",
 ];
-const MORE_NAV_ORDER = ["/travel-requests", "/dashboard", "/settings/profile", "/system/cutover", "/system/integrations/erp"];
+const TEAM_NAVIGATION_ROLE_CODES = ["manager", "ceo", "finance_mgr", "hr", "admin"];

 type ResolvedNavItem = {
  key?: string;
@@ -88,8 +74,16 @@ type ResolvedNavItem = {
  icon: string;
 };

-function renderNavItem(item: ResolvedNavItem, onNavigate?: () => void) {
-  const accessibleLabel = LEGACY_ACCESSIBLE_LABELS[item.href] ?? item.label;
+function isGroupedActive(item: ResolvedNavItem, pathname: string) {
+  if (item.href === "/system/settings") {
+    return MANAGEMENT_ACTIVE_PATHS.some((path) => pathname === path || pathname.startsWith(`${path}/`));
+  }
+
+  return pathname === item.href || pathname.startsWith(`${item.href}/`);
+}
+
+function renderNavItem(item: ResolvedNavItem, pathname: string, onNavigate?: () => void) {
+  const accessibleLabel = ACCESSIBLE_LABELS[item.href] ?? item.label;

  return (
    <NavLink
@@ -99,68 +93,65 @@ function renderNavItem(item: ResolvedNavItem, onNavigate?: () => void) {
      title={accessibleLabel}
      onClick={() => onNavigate?.()}
      className={({ isActive }) =>
-        cn(
-          "group nav-link-item",
-          isActive ? "nav-link-item--active" : "nav-link-item--idle",
-        )
+        cn("group nav-link-item", isActive || isGroupedActive(item, pathname) ? "nav-link-item--active" : "nav-link-item--idle")
      }
    >
-      {({ isActive }) => (
-        <>
-          <span
-            className={cn(
-              "nav-link-item__icon",
-              isActive ? "nav-link-item__icon--active" : "nav-link-item__icon--idle",
-            )}
-          >
-            <span className="material-symbols-outlined text-[20px]">{item.icon}</span>
-          </span>
-          <span className="min-w-0 flex-1 truncate font-medium">{item.label}</span>
-        </>
-      )}
+      {({ isActive }) => {
+        const active = isActive || isGroupedActive(item, pathname);
+        return (
+          <>
+            <span className={cn("nav-link-item__icon", active ? "nav-link-item__icon--active" : "nav-link-item__icon--idle")}>
+              <span className="material-symbols-outlined text-[20px]">{item.icon}</span>
+            </span>
+            <span className="min-w-0 flex-1 truncate font-medium">{item.label}</span>
+          </>
+        );
+      }}
    </NavLink>
  );
 }

-function renderSection(title: string, items: ResolvedNavItem[], onNavigate?: () => void) {
+function renderPrimarySection(items: ResolvedNavItem[], pathname: string, onNavigate?: () => void) {
  if (!items.length) {
    return null;
  }

  return (
    <section className="nav-section">
-      <div className="nav-section__label">{title}</div>
-      <div className="space-y-1.5">{items.map((item) => renderNavItem(item, onNavigate))}</div>
+      <div className="space-y-1.5">{items.map((item) => renderNavItem(item, pathname, onNavigate))}</div>
    </section>
  );
 }

-function renderBackupSection(items: ResolvedNavItem[], onNavigate?: () => void) {
+function renderBackupSection(items: ResolvedNavItem[], pathname: string, onNavigate?: () => void) {
  if (!items.length) {
    return null;
  }

  return (
-    <details className="rounded-2xl border border-slate-200 bg-slate-50/80 px-3 py-3">
-      <summary className="flex cursor-pointer list-none items-center justify-between gap-3 rounded-xl px-2 py-1.5 text-sm font-semibold text-[var(--color-text-primary)]">
-        <div>
-          <div>更多</div>
-          <div className="mt-0.5 text-xs font-normal text-[var(--color-text-secondary)]">低频入口和历史模块</div>
-        </div>
-        <span className="material-symbols-outlined text-[18px] text-[var(--color-text-tertiary)]">expand_more</span>
+    <details className="nav-more-section">
+      <summary className="nav-more-section__summary">
+        <span className="nav-link-item__icon nav-link-item__icon--idle">
+          <span className="material-symbols-outlined text-[20px]">more_horiz</span>
+        </span>
+        <span className="min-w-0 flex-1 truncate font-medium">更多</span>
+        <span className="material-symbols-outlined nav-more-section__chevron">expand_more</span>
      </summary>
-      <div className="mt-3 space-y-1.5 pb-1">{items.map((item) => renderNavItem(item, onNavigate))}</div>
+      <div className="mt-1.5 space-y-1.5 pb-1">{items.map((item) => renderNavItem(item, pathname, onNavigate))}</div>
    </details>
  );
 }

 function buildFallbackItems(permissions: string[], roleCodes: string[]) {
  const financeOnlyPaths = new Set(["/payment-batches", "/ap-operations", "/invoice-pool"]);
+  const backupOnlyPaths = new Set(BACKUP_NAV_ORDER);
  const mapItems = (paths: string[]) =>
    NAV_ITEMS.filter((item) => paths.includes(item.to))
      .filter((item) => item.to !== "/workflow/tasks" || hasBusinessApproverRole(roleCodes, permissions))
-      .filter((item) => !financeOnlyPaths.has(item.to) || hasFinanceRole(roleCodes, permissions))
+      .filter((item) => item.to !== "/team" || roleCodes.some((roleCode) => TEAM_NAVIGATION_ROLE_CODES.includes(roleCode)))
+      .filter((item) => !financeOnlyPaths.has(item.to) || hasFinanceRole(roleCodes, permissions) || roleCodes.includes("admin"))
      .filter((item) => !item.anyOf || hasAnyPermission(permissions, item.anyOf))
+      .filter((item) => paths === BACKUP_NAV_ORDER || !backupOnlyPaths.has(item.to))
      .map((item) => ({ key: item.to, href: item.to, label: item.label, icon: item.icon }));

  return {
@@ -170,77 +161,43 @@ function buildFallbackItems(permissions: string[], roleCodes: string[]) {
  };
 }

-function normalizeSections(sections: { main: NavigationItem[]; admin: NavigationItem[]; backup: NavigationItem[] }) {
-  const allItems = [...sections.main, ...sections.admin, ...sections.backup];
+function orderItems(items: ResolvedNavItem[], order: string[]) {
  const byHref = new Map<string, ResolvedNavItem>();
-
-  for (const item of allItems) {
+  for (const item of items) {
    if (!byHref.has(item.href)) {
      byHref.set(item.href, item);
    }
  }

  const used = new Set<string>();
-  const take = (hrefs: string[]) =>
-    hrefs
-      .map((href) => {
-        const item = byHref.get(href);
-        if (item) {
-          used.add(href);
-        }
-        return item;
-      })
-      .filter((item): item is ResolvedNavItem => Boolean(item));
+  const ordered = order
+    .map((href) => {
+      const item = byHref.get(href);
+      if (item) {
+        used.add(href);
+      }
+      return item;
+    })
+    .filter((item): item is ResolvedNavItem => Boolean(item));

-  return {
-    main: take(MAIN_NAV_ORDER),
-    admin: take(ADMIN_NAV_ORDER),
-    backup: [
-      ...take(BACKUP_NAV_ORDER),
-      ...allItems
-        .filter((item) => !used.has(item.href))
-        .map((item) => ({ key: item.key, href: item.href, label: item.label, icon: item.icon })),
-    ],
-  };
+  return [...ordered, ...items.filter((item) => !used.has(item.href))];
 }

-function regroupSections(sections: { main: ResolvedNavItem[]; admin: ResolvedNavItem[]; backup: ResolvedNavItem[] }) {
-  const allItems = [...sections.main, ...sections.admin, ...sections.backup];
-  const byHref = new Map<string, ResolvedNavItem>();
-  for (const item of allItems) {
-    if (!byHref.has(item.href)) {
-      byHref.set(item.href, item);
-    }
-  }
-
-  const used = new Set<string>();
-  const take = (hrefs: string[]) =>
-    hrefs
-      .map((href) => {
-        const item = byHref.get(href);
-        if (item) {
-          used.add(href);
-        }
-        return item;
-      })
-      .filter((item): item is ResolvedNavItem => Boolean(item));
+function toResolved(items: NavigationItem[]) {
+  return items.map((item) => ({ key: item.key, href: item.href, label: item.label, icon: item.icon }));
+}

+function normalizeSections(sections: { main: NavigationItem[]; admin: NavigationItem[]; backup: NavigationItem[] }) {
  return {
-    work: take(WORK_NAV_ORDER),
-    business: take(BUSINESS_NAV_ORDER),
-    finance: take(FINANCE_NAV_ORDER),
-    management: take(MANAGEMENT_NAV_ORDER),
-    more: [
-      ...take(MORE_NAV_ORDER),
-      ...allItems
-        .filter((item) => !used.has(item.href))
-        .map((item) => ({ key: item.key, href: item.href, label: item.label, icon: item.icon })),
-    ],
+    main: orderItems(toResolved(sections.main), MAIN_NAV_ORDER),
+    admin: orderItems(toResolved(sections.admin), ADMIN_NAV_ORDER),
+    backup: orderItems(toResolved(sections.backup), BACKUP_NAV_ORDER),
  };
 }

 export function NavLinks({ onNavigate }: { onNavigate?: () => void }) {
  const { me, permissions } = useAuth();
+  const location = useLocation();
  const navigationQuery = useQuery({
    queryKey: ["system-navigation"],
    queryFn: fetchSystemNavigation,
@@ -250,15 +207,12 @@ export function NavLinks({ onNavigate }: { onNavigate?: () => void }) {
  const sections = navigationQuery.data?.sections
    ? normalizeSections(navigationQuery.data.sections)
    : buildFallbackItems(permissions, me?.roleCodes ?? []);
-  const groupedSections = regroupSections(sections);
+  const primaryItems = [...sections.main, ...sections.admin];

  return (
-    <nav className="space-y-5">
-      {renderSection("工作", groupedSections.work, onNavigate)}
-      {renderSection("业务", groupedSections.business, onNavigate)}
-      {renderSection("财务", groupedSections.finance, onNavigate)}
-      {renderSection("管理", groupedSections.management, onNavigate)}
-      {renderBackupSection(groupedSections.more, onNavigate)}
+    <nav className="space-y-3.5">
+      {renderPrimarySection(primaryItems, location.pathname, onNavigate)}
+      {renderBackupSection(sections.backup, location.pathname, onNavigate)}
    </nav>
  );
 }
@@ -6,13 +6,6 @@ export function Sidebar() {
    <aside className="app-shell-sidebar fixed inset-y-0 z-20 hidden w-72 overflow-hidden border-r border-slate-200 lg:flex lg:flex-col">
      <div className="border-b border-slate-200 px-6 py-5">
        <AppBrand />
-        <div className="sidebar-focus-card mt-4 text-[var(--color-text-secondary)]">
-          <div className="flex items-center gap-2 font-semibold text-[var(--color-text-primary)]">
-            <span className="size-2 rounded-full bg-primary" />
-            今日优先
-          </div>
-          <div className="mt-1.5 leading-6">待办、报销、项目和财务流程按优先级进入。</div>
-        </div>
      </div>

      <div className="min-h-0 flex-1 overflow-y-auto px-4 py-4 [scrollbar-width:thin]">
@@ -42,7 +42,7 @@ export type MobileNavItem = {

 export const MOBILE_NAV_ITEMS: MobileNavItem[] = [
  { key: "home", to: "/mobile", label: "首页", icon: "home" },
-  { key: "approvals", to: "/mobile/approvals", label: "审批", icon: "fact_check" },
+  { key: "approvals", to: "/mobile/approvals", label: "待办", icon: "fact_check" },
  { key: "reimbursements", to: "/mobile/reimbursements", label: "报销", icon: "request_quote", anyOf: MOBILE_REIMBURSEMENT_PERMISSIONS },
  { key: "me", to: "/mobile/me", label: "我的", icon: "person" },
 ];
@@ -1,6 +1,6 @@
-export const MAIN_NAV_ORDER = ["/portal", "/workflow/tasks", "/team", "/leave-requests", "/reimbursements", "/assets", "/weekly-reports", "/todos", "/announcements", "/projects"];
-export const ADMIN_NAV_ORDER = ["/system/workspace", "/people", "/organization", "/system/workflow-definitions", "/system/settings", "/system/feature-flags", "/audit-logs"];
-export const BACKUP_NAV_ORDER = ["/attendance", "/wecom-approval-archive", "/contracts-registry", "/purchase-requests", "/travel-requests", "/budgets", "/payment-batches", "/ap-operations", "/invoice-pool", "/inventory-checks", "/system/cutover", "/system/integrations/erp", "/dashboard", "/settings/profile"];
+export const MAIN_NAV_ORDER = ["/portal", "/workflow/tasks", "/reimbursements", "/payment-batches", "/ap-operations", "/invoice-pool", "/projects", "/team", "/leave-requests"];
+export const ADMIN_NAV_ORDER = ["/system/settings"];
+export const BACKUP_NAV_ORDER = ["/assets", "/weekly-reports", "/announcements", "/purchase-requests", "/contracts-registry", "/budgets", "/attendance", "/wecom-approval-archive", "/travel-requests", "/inventory-checks", "/dashboard"];

 const PAGE_TITLES: Array<{ path: string; title: string; group: string }> = [
  { path: "/portal", title: "工作台", group: "工作台" },
@@ -13,18 +13,18 @@ const PAGE_TITLES: Array<{ path: string; title: string; group: string }> = [
  { path: "/purchase-requests", title: "采购申请", group: "业务" },
  { path: "/travel-requests", title: "差旅申请", group: "更多" },
  { path: "/budgets", title: "预算管理", group: "财务" },
-  { path: "/payment-batches", title: "付款批次", group: "财务" },
-  { path: "/ap-operations", title: "应付作业", group: "财务" },
-  { path: "/invoice-pool", title: "票据中心", group: "财务" },
+  { path: "/payment-batches", title: "付款", group: "财务" },
+  { path: "/ap-operations", title: "应付账款", group: "财务" },
+  { path: "/invoice-pool", title: "票据", group: "财务" },
  { path: "/inventory-checks", title: "盘点任务", group: "财务" },
  { path: "/weekly-reports", title: "周报", group: "业务" },
  { path: "/todos", title: "待办", group: "工作" },
  { path: "/reimbursements/", title: "报销详情", group: "工作" },
  { path: "/reimbursements", title: "报销", group: "工作" },
-  { path: "/leave-requests", title: "请假", group: "业务" },
+  { path: "/leave-requests", title: "请假记录", group: "业务" },
  { path: "/assets", title: "资产", group: "业务" },
  { path: "/workflow/tasks/", title: "审批详情", group: "工作" },
-  { path: "/workflow/tasks", title: "审批待办", group: "工作" },
+  { path: "/workflow/tasks", title: "待我处理", group: "工作" },
  { path: "/mobile/assets/scan", title: "移动资产扫描", group: "移动工作台" },
  { path: "/mobile/approvals", title: "移动审批", group: "移动工作台" },
  { path: "/mobile/wecom-approval-archive", title: "移动企微审批历史", group: "移动工作台" },
@@ -41,10 +41,10 @@ const PAGE_TITLES: Array<{ path: string; title: string; group: string }> = [
  { path: "/organization", title: "组织架构", group: "管理" },
  { path: "/system/approval-rules", title: "审批规则", group: "管理" },
  { path: "/system/workflow-definitions", title: "流程定义", group: "管理" },
-  { path: "/system/settings", title: "系统设置", group: "管理" },
-  { path: "/system/feature-flags", title: "功能开关", group: "管理" },
+  { path: "/system/settings", title: "管理", group: "管理" },
+  { path: "/system/feature-flags", title: "功能管理", group: "管理" },
  { path: "/system/cutover", title: "切换控制台", group: "更多" },
-  { path: "/system/integrations/erp", title: "ERP 集成", group: "更多" },
+  { path: "/system/integrations/erp", title: "外部系统", group: "更多" },
  { path: "/dashboard", title: "数据看板", group: "更多" },
  { path: "/audit-logs", title: "审计日志", group: "管理" },
 ];
@@ -152,6 +152,28 @@
    color: var(--color-accent-primary);
  }

+  .nav-more-section {
+    @apply space-y-1.5;
+  }
+
+  .nav-more-section__summary {
+    color: var(--color-text-secondary);
+    @apply flex cursor-pointer list-none items-center gap-2.5 rounded-lg px-2.5 py-2 text-sm transition duration-150 hover:bg-slate-50 hover:text-slate-950;
+  }
+
+  .nav-more-section__summary::-webkit-details-marker {
+    display: none;
+  }
+
+  .nav-more-section__chevron {
+    color: var(--color-text-tertiary);
+    @apply text-[18px] transition-transform;
+  }
+
+  .nav-more-section[open] .nav-more-section__chevron {
+    transform: rotate(180deg);
+  }
+
  .auth-shell {
    background:
      radial-gradient(circle at 20% 12%, rgba(0, 57, 138, 0.10), transparent 26rem),
@@ -262,7 +262,7 @@ export function ErpIntegrationPage() {
  return (
    <div className="space-y-6">
      <PageHeader
-        title="ERP 集成"
+        title="外部系统"
        subtitle="主数据同步、业务队列和 ID 映射。"
        actions={
          tab === "master-data" ? (
@@ -81,9 +81,9 @@ function formatRolloutTypeLabel(value: FeatureFlagRolloutType) {
 }

 function formatSectionLabel(value: FeatureFlagSection) {
-  if (value === "main") return "主导航";
+  if (value === "main") return "常用入口";
  if (value === "admin") return "管理入口";
-  if (value === "backup") return "备用入口";
+  if (value === "backup") return "更多";
  return value;
 }

@@ -324,7 +324,7 @@ export function FeatureFlagsPage() {
  return (
    <ListWorkspace className={batchMode ? "pb-32" : undefined}>
      <WorkspaceHeader
-        title="功能开关"
+        title="功能管理"
        subtitle="外部桥接、验真、灰度和试运行边界。"
      />
      <WorkspaceNotice title="安全摘要" tone="warning">
@@ -1033,7 +1033,7 @@ export function MobileApprovalsPage() {
        />
      ) : (
        <PageHeader
-          title={canAccessRemoteApprovals ? "审批" : "审批进度"}
+          title={canAccessRemoteApprovals ? "待办" : "进度"}
          subtitle={canAccessRemoteApprovals ? "处理待办，查看已处理。" : "查看我发起的申请进度。"}
        />
      )}
@@ -128,7 +128,7 @@ export function MobileMePage() {
          <MobileActionLink to="/mobile/leave" label="请假" icon="event_available" />
          <MobileActionLink to="/mobile/reimbursements" label="报销" icon="request_quote" />
          {canAccessPurchase ? <MobileActionLink to="/mobile/purchase-requests" label="采购" icon="shopping_cart" /> : null}
-          <MobileActionLink to="/mobile/approvals" label={canAccessApprovals ? "审批" : "审批进度"} icon="fact_check" />
+          <MobileActionLink to="/mobile/approvals" label={canAccessApprovals ? "待办" : "进度"} icon="fact_check" />
          {canAccessFinance ? <MobileActionLink to="/mobile#finance" label="财务" description="审批与付款状态" icon="account_balance_wallet" /> : null}
          {canAccessAssets ? <MobileActionLink to="/mobile/assets/scan" label="资产扫码" icon="inventory_2" /> : null}
          {canAccessProjects ? <MobileActionLink to="/mobile" label="项目动态" icon="workspaces" /> : null}
@@ -75,7 +75,7 @@ const ROLE_OPTIONS = [
 ] as const;

 const DOMAIN_SCOPE_OPTIONS = [
-  { value: "workflow", label: "审批待办" },
+  { value: "workflow", label: "待我处理" },
  { value: "reimbursement", label: "报销" },
  { value: "leave", label: "请假" },
  { value: "procurement", label: "采购" },
@@ -16,7 +16,7 @@ const PAGE_SIZE = 20;

 const NOTIFICATION_TYPE_OPTIONS = [
  { label: "全部", value: "" },
-  { label: "审批待办", value: "workflow.task_assigned" },
+  { label: "待我处理", value: "workflow.task_assigned" },
  { label: "报销", value: "reimbursement.approved,reimbursement.rejected,reimbursement.returned,reimbursement.paid" },
  { label: "请假", value: "leave.approved,leave.rejected" },
  { label: "采购", value: "purchase_request.approved,purchase_request.rejected" },
@@ -163,8 +163,8 @@ function buildTodoAggregateItems(payload: PortalHomePayload) {
  const items: TodoAggregateItem[] = [];
  if (payload.pendingTasks.count > 0) {
    items.push({
-      title: `审批待办 ${payload.pendingTasks.count} 条`,
-      sourceLabel: "审批",
+      title: `待我处理 ${payload.pendingTasks.count} 条`,
+      sourceLabel: "待办",
      severity: "warning",
      href: payload.pendingTasks.href,
      icon: "fact_check",
@@ -925,9 +925,9 @@ export function PortalHomePage() {
      ? {
          key: "approval-pending",
          href: payload.pendingTasks.href,
-          label: "审批待办",
+          label: "待我处理",
          value: `${payload.pendingTasks.count} 条`,
-          note: payload.pendingTasks.count > 0 ? "进入审批中心处理。" : "暂无待处理审批。",
+          note: payload.pendingTasks.count > 0 ? "进入待我处理办理。" : "暂无待处理事项。",
          tone: payload.pendingTasks.count > 0 ? "warning" as const : "normal" as const,
        }
      : null,
@@ -1051,7 +1051,7 @@ export function PortalHomePage() {
      ? { label: "报销进度", to: "/reimbursements" }
      : null,
    payload.pendingTasks.count > 0 && approvalAction?.to
-      ? { label: "审批中心", to: approvalAction.to }
+      ? { label: "待我处理", to: approvalAction.to }
      : null,
    todoAggregateItems.length > 1
      ? { label: "全部待办", to: "/todos" }
@@ -1,41 +1,90 @@
 import { Link } from "react-router-dom";
+import { useAuth } from "../auth/AuthContext";
+import { hasAnyPermission } from "../auth/permissions";
 import { ListWorkspace, WorkspaceHeader } from "../components/patterns/ListWorkspace";

-const ITEMS = [
-  { to: "/system/workspace", icon: "dashboard_customize", title: "工作区设置", description: "导航与模块显隐。" },
-  { to: "/people", icon: "badge", title: "人员管理", description: "入转调离与档案。" },
-  { to: "/system/approval-rules", icon: "account_tree", title: "审批规则", description: "审批链与规则。" },
-  { to: "/system/expense-standards", icon: "rule_settings", title: "费用标准", description: "费用上限与管控。" },
-  { to: "/system/reimbursement-templates", icon: "receipt_long", title: "报销模板", description: "常见报销模板。" },
-  { to: "/system/master-data", icon: "database", title: "主数据", description: "法体、成本中心、供应商。" },
-  { to: "/system/notification-channels", icon: "notifications", title: "通知渠道", description: "IM / 邮件补充通知。" },
-  { to: "/system/integrations/erp", icon: "hub", title: "外部系统桥接", description: "财务出入口与桥接。" },
+type ManagementItem = {
+  to: string;
+  icon: string;
+  title: string;
+  description: string;
+  group: "人员与组织" | "流程与规则" | "系统与审计" | "功能管理";
+  anyOf: string[];
+};
+
+const ITEMS: ManagementItem[] = [
+  { to: "/people", icon: "badge", title: "人员", description: "员工档案、入转调离和人员状态。", group: "人员与组织", anyOf: ["system.users", "report.dashboard.view"] },
+  { to: "/organization", icon: "account_tree", title: "组织", description: "组织结构、部门和汇报关系。", group: "人员与组织", anyOf: ["system.users", "report.dashboard.view"] },
+  { to: "/system/users", icon: "manage_accounts", title: "账号", description: "账号、角色和登录权限。", group: "人员与组织", anyOf: ["system.users"] },
+  { to: "/system/departments", icon: "account_tree", title: "部门", description: "部门基础数据维护。", group: "人员与组织", anyOf: ["system.users"] },
+  { to: "/system/approval-rules", icon: "rule", title: "审批规则", description: "金额段、审批层级和处理规则。", group: "流程与规则", anyOf: ["system.settings"] },
+  { to: "/system/workflow-definitions", icon: "schema", title: "流程定义", description: "流程模板和节点治理。", group: "流程与规则", anyOf: ["system.settings"] },
+  { to: "/system/expense-standards", icon: "rule_settings", title: "费用标准", description: "费用上限、类别和管控口径。", group: "流程与规则", anyOf: ["system.settings"] },
+  { to: "/system/reimbursement-templates", icon: "receipt_long", title: "报销模板", description: "常见报销场景模板。", group: "流程与规则", anyOf: ["system.settings"] },
+  { to: "/system/workspace", icon: "dashboard_customize", title: "工作区", description: "菜单入口、模块显隐和小团队基线。", group: "系统与审计", anyOf: ["system.settings"] },
+  { to: "/audit-logs", icon: "manage_search", title: "审计日志", description: "关键操作留痕和排障。", group: "系统与审计", anyOf: ["system.audit.view"] },
+  { to: "/system/master-data", icon: "dataset", title: "主数据", description: "法体、成本中心、供应商等基础数据。", group: "功能管理", anyOf: ["masterdata.view", "masterdata.manage"] },
+  { to: "/system/notification-channels", icon: "notifications_active", title: "通知渠道", description: "企业微信、邮件等补充通知。", group: "功能管理", anyOf: ["notification.channel.manage"] },
+  { to: "/system/feature-flags", icon: "toggle_on", title: "功能管理", description: "功能开关、灰度和试运行边界。", group: "功能管理", anyOf: ["system.settings"] },
+  { to: "/system/integrations/erp", icon: "hub", title: "外部系统", description: "财务、ERP 和外部系统连接。", group: "功能管理", anyOf: ["integration.manage"] },
 ];

+const GROUPS: ManagementItem["group"][] = ["人员与组织", "流程与规则", "系统与审计", "功能管理"];
+
 export function SystemSettingsPage() {
+  const { permissions } = useAuth();
+  const visibleItems = ITEMS.filter((item) => hasAnyPermission(permissions, item.anyOf));
+  const visibleGroups = GROUPS.map((group) => ({
+    group,
+    items: visibleItems.filter((item) => item.group === group),
+  })).filter((entry) => entry.items.length > 0);
+
  return (
    <ListWorkspace>
-      <WorkspaceHeader title="系统设置" subtitle="后台能力入口按管理职责收拢。" />
+      <WorkspaceHeader title="管理" subtitle="低频配置集中到这里，侧边栏只保留一个管理入口。" />
      <div className="finance-status-strip" data-testid="system-settings-summary">
-        <div className="finance-metric-card"><div className="finance-metric-card__label">入口总数</div><div className="finance-metric-card__value">{ITEMS.length}</div></div>
-        <div className="finance-metric-card"><div className="finance-metric-card__label">业务配置</div><div className="finance-metric-card__value">5</div></div>
-        <div className="finance-metric-card"><div className="finance-metric-card__label">外部桥接</div><div className="finance-metric-card__value">2</div></div>
-        <div className="finance-metric-card"><div className="finance-metric-card__label">人员相关</div><div className="finance-metric-card__value">1</div></div>
-        <div className="finance-metric-card"><div className="finance-metric-card__label">模式</div><div className="finance-metric-card__value text-base">小团队</div></div>
+        <div className="finance-metric-card">
+          <div className="finance-metric-card__label">可用入口</div>
+          <div className="finance-metric-card__value">{visibleItems.length}</div>
+        </div>
+        <div className="finance-metric-card">
+          <div className="finance-metric-card__label">人员与组织</div>
+          <div className="finance-metric-card__value">{visibleItems.filter((item) => item.group === "人员与组织").length}</div>
+        </div>
+        <div className="finance-metric-card">
+          <div className="finance-metric-card__label">流程与规则</div>
+          <div className="finance-metric-card__value">{visibleItems.filter((item) => item.group === "流程与规则").length}</div>
+        </div>
+        <div className="finance-metric-card">
+          <div className="finance-metric-card__label">系统与审计</div>
+          <div className="finance-metric-card__value">{visibleItems.filter((item) => item.group === "系统与审计").length}</div>
+        </div>
+        <div className="finance-metric-card">
+          <div className="finance-metric-card__label">模式</div>
+          <div className="finance-metric-card__value text-base">小团队</div>
+        </div>
      </div>
-      <div className="admin-tile-grid">
-        {ITEMS.map((item) => (
-          <Link key={item.to} to={item.to} className="admin-tile-card">
-            <div className="flex items-start gap-3">
-              <span className="admin-tile-card__icon">
-                <span className="material-symbols-outlined text-[20px]">{item.icon}</span>
-              </span>
-              <span className="min-w-0">
-                <span className="block text-base font-semibold text-zinc-900">{item.title}</span>
-                <span className="mt-1 block text-sm leading-5 text-zinc-600">{item.description}</span>
-              </span>
+
+      <div className="space-y-5">
+        {visibleGroups.map(({ group, items }) => (
+          <section key={group} className="admin-command-panel space-y-3">
+            <h2 className="text-base font-semibold text-zinc-900">{group}</h2>
+            <div className="admin-tile-grid">
+              {items.map((item) => (
+                <Link key={item.to} to={item.to} className="admin-tile-card">
+                  <div className="flex items-start gap-3">
+                    <span className="admin-tile-card__icon">
+                      <span className="material-symbols-outlined text-[20px]">{item.icon}</span>
+                    </span>
+                    <span className="min-w-0">
+                      <span className="block text-base font-semibold text-zinc-900">{item.title}</span>
+                      <span className="mt-1 block text-sm leading-5 text-zinc-600">{item.description}</span>
+                    </span>
+                  </div>
+                </Link>
+              ))}
            </div>
-          </Link>
+          </section>
        ))}
      </div>
    </ListWorkspace>
@@ -11,7 +11,7 @@ import { toast } from "sonner";
 const MODULE_LABELS: Record<string, string> = {
  portal: "工作台",
  team: "团队",
-  leaveRequests: "请假",
+  leaveRequests: "请假记录",
  attendance: "考勤",
  reimbursements: "报销",
  assets: "资产",
@@ -24,31 +24,31 @@ const MODULE_LABELS: Record<string, string> = {
  organization: "组织架构",
  contractsRegistry: "合同台账",
  workflowDefinitions: "流程定义",
-  systemSettings: "系统设置",
-  featureFlags: "功能开关",
+  systemSettings: "管理",
+  featureFlags: "功能管理",
  auditLogs: "审计日志",
  approvalRules: "审批规则",
  userManagement: "用户管理",
  departments: "部门管理",
  masterData: "主数据",
  notificationChannels: "通知渠道",
-  workflowTasks: "审批待办",
+  workflowTasks: "待我处理",
  dashboard: "仪表盘",
  purchaseRequests: "采购申请",
  travelRequests: "差旅申请",
  budgets: "预算管理",
-  paymentBatches: "付款批次",
-  apOperations: "AP 运营",
-  invoicePool: "票据中心",
+  paymentBatches: "付款",
+  apOperations: "应付账款",
+  invoicePool: "票据",
  inventoryChecks: "资产盘点",
  cutover: "切换控制台",
-  erpIntegrations: "ERP 集成",
+  erpIntegrations: "外部系统",
  profile: "个人设置",
 };

 const VISIBILITY_OPTIONS = [
-  { value: "main", label: "主导航" },
-  { value: "admin", label: "管理区" },
+  { value: "main", label: "常用入口" },
+  { value: "admin", label: "管理与更多" },
  { value: "hidden", label: "隐藏" },
 ] as const;

@@ -101,7 +101,7 @@ export function WorkspaceSetupPage() {
        <WorkspaceHeader
          eyebrow="管理"
          title="工作区设置"
-          subtitle="按 10 人以下小团队模式收敛主导航与默认入口。"
+          subtitle="按 10 人以下小团队模式收敛常用入口与低频模块。"
        />
        <div className="admin-command-panel text-sm text-zinc-500">加载工作区设置中...</div>
      </ListWorkspace>
@@ -113,7 +113,7 @@ export function WorkspaceSetupPage() {
      <WorkspaceHeader
        eyebrow="管理"
        title="工作区设置"
-        subtitle="按小团队运营模式收敛主导航、管理入口和备用模块。"
+        subtitle="按小团队运营模式收敛常用入口、管理入口和低频模块。"
      />

      <div className="finance-status-strip" data-testid="workspace-settings-summary">
@@ -122,11 +122,11 @@ export function WorkspaceSetupPage() {
          <div className="finance-metric-card__value">{workspaceStats.total}</div>
        </div>
        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">主导航</div>
+          <div className="finance-metric-card__label">常用入口</div>
          <div className="finance-metric-card__value">{workspaceStats.main}</div>
        </div>
        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">管理区</div>
+          <div className="finance-metric-card__label">管理与更多</div>
          <div className="finance-metric-card__value">{workspaceStats.admin}</div>
        </div>
        <div className="finance-metric-card">
@@ -171,9 +171,9 @@ export function WorkspaceSetupPage() {

      <section className="admin-command-panel space-y-4">
        <div>
-          <h3 className="text-base font-semibold text-zinc-900">模块显隐</h3>
+          <h3 className="text-base font-semibold text-zinc-900">入口显隐</h3>
          <p className="mt-1 text-sm leading-6 text-zinc-600">
-            主导航只保留高频入口；备用模块保留代码与数据，低频功能默认收进管理区或隐藏。
+            常用入口只保留高频任务；低频能力保留代码与数据，默认收进管理、更多或隐藏。
          </p>
        </div>

@@ -135,7 +135,7 @@ async function mockApis(page: Page, ledgerQueries: string[]) {
        sections: {
          main: [navigationItem("portal", "/portal", "工作台", "home_app_logo")],
          admin: [],
-          backup: [navigationItem("ap", "/ap-operations", "AP 运营", "account_balance_wallet")],
+          backup: [navigationItem("ap", "/ap-operations", "应付账款", "account_balance_wallet")],
        },
      });
      return;
@@ -508,7 +508,7 @@ async function mockApis(page: Page, role: RolePreset, notifications: MockNotific
          main: [
            navigationItem("portal", "/portal", "工作台", "home"),
            navigationItem("expense", "/reimbursements", "报销", "request_quote"),
-            navigationItem("leave", "/leave-requests", "请假", "event_available"),
+            navigationItem("leave", "/leave-requests", "请假记录", "event_available"),
          ],
          admin: [],
          backup: [],
@@ -938,7 +938,7 @@ test.describe("MIF7 移动信息架构整改", () => {
      await loginForMobile(mobile.page, "manager");

      await mobile.page.goto("/mobile");
-      await expect(mobile.page.getByTestId("mobile-nav-approvals-label")).toHaveText("审批");
+      await expect(mobile.page.getByTestId("mobile-nav-approvals-label")).toHaveText("待办");
      await expect(mobile.page.getByTestId("mobile-pending-summary")).toHaveCount(1);
      await expect(mobile.page.getByTestId("mobile-notifications")).not.toContainText("报销待审批");
      await expect(mobile.page.getByTestId("mobile-action-approvals")).toHaveCount(0);
@@ -31,7 +31,7 @@ export class AppShell {
  }

  async assertMainNavVisible() {
-    await expect(this.page.getByRole("link", { name: "工作台" }).or(this.page.getByRole("link", { name: "Portal" })).first()).toBeVisible();
+    await expect(this.page.getByRole("link", { name: "工作台" }).first()).toBeVisible();
    await expect(this.page.getByRole("link", { name: /项目/ }).first()).toBeVisible();
  }

@@ -23,11 +23,7 @@ type Envelope<T> = {

 export async function assertPortalLoaded(page: Page) {
  await expect(page).toHaveURL(/\/portal/);
-  await expect(
-    page.getByRole("link", { name: "工作台", exact: true })
-      .or(page.getByRole("link", { name: "Portal", exact: true }))
-      .first(),
-  ).toBeVisible();
+  await expect(page.getByRole("link", { name: "工作台", exact: true }).first()).toBeVisible();
  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
 }

@@ -37,11 +33,7 @@ export async function assertForbiddenPage(page: Page) {
 }

 export async function assertMainNavVisible(page: Page) {
-  await expect(
-    page.getByRole("link", { name: "工作台", exact: true })
-      .or(page.getByRole("link", { name: "Portal", exact: true }))
-      .first(),
-  ).toBeVisible();
+  await expect(page.getByRole("link", { name: "工作台", exact: true }).first()).toBeVisible();
  await expect(page.getByRole("link", { name: "团队" }).first()).toBeVisible();
  await expect(page.getByRole("link", { name: "项目" }).first()).toBeVisible();
 }
@@ -58,7 +58,7 @@ test("E2E 轻交互 OCR：票据中心缺关键字段后可在当前页修正并

  await login(page, EMPLOYEE);

-  await (await openNavLink(page, "票据中心")).click();
+  await (await openNavLink(page, "票据")).click();
  await expect(page.getByTestId("invoice-pool-table")).toBeVisible();

  await page.getByTestId("invoice-upload-file").setInputFiles({
@@ -81,7 +81,7 @@ test("E2E 请假编辑：草稿保存后保留原单并可继续提交", async (

  try {
    await login(page, EMPLOYEE);
-    await (await openNavLink(page, "请假")).click();
+    await (await openNavLink(page, "请假记录")).click();
    await expect(page.getByRole("heading", { name: "请假申请" })).toBeVisible();

    const leaveId = await createLeaveDraft(page, startDate, startDate, `Playwright 编辑请假 ${Date.now()}`);
@@ -125,7 +125,7 @@ test("E2E 请假主链路：草稿 → 提交 → 撤回 + 提交 → 审批", a

  try {
    await login(page, EMPLOYEE);
-    await (await openNavLink(page, "请假")).click();
+    await (await openNavLink(page, "请假记录")).click();
    await expect(page.getByRole("heading", { name: "请假申请" })).toBeVisible();

    const firstLeaveId = await createLeaveDraft(page, firstDate, firstDate, `Playwright 撤回请假 ${Date.now()}`);
@@ -177,7 +177,7 @@ test("E2E 请假退回说明：审批退回后员工可看到处理意见", asyn

  try {
    await login(page, EMPLOYEE);
-    await (await openNavLink(page, "请假")).click();
+    await (await openNavLink(page, "请假记录")).click();
    await expect(page.getByRole("heading", { name: "请假申请" })).toBeVisible();

    const leaveId = await createLeaveDraft(page, leaveDate, leaveDate, `Playwright 退回请假 ${Date.now()}`);
@@ -89,7 +89,7 @@ test.describe("live smoke", () => {
      await expect(page.getByRole("heading", { name: "工作区设置", exact: true })).toBeVisible();

      await page.goto("/system/feature-flags");
-      await expect(page.getByRole("heading", { name: "功能开关", exact: true })).toBeVisible();
+      await expect(page.getByRole("heading", { name: "功能管理", exact: true })).toBeVisible();

      await page.goto("/audit-logs");
      await expect(page.getByRole("heading", { name: "审计工作台", exact: true })).toBeVisible();
@@ -181,43 +181,36 @@ function mockNavigation(page: import("@playwright/test").Page, mode: "employee"
    const sections = mode === "manager"
      ? {
          main: [
-            { key: "portal", href: "/portal", label: "Portal", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "team", href: "/team", label: "团队", icon: "groups", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "leave", href: "/leave-requests", label: "请假", icon: "event_available", placement: "main", permissionCodes: [], featureFlagKey: null },
+            { key: "portal", href: "/portal", label: "工作台", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null },
+            { key: "workflow", href: "/workflow/tasks", label: "待我处理", icon: "fact_check", placement: "main", permissionCodes: [], featureFlagKey: null },
            { key: "expense", href: "/reimbursements", label: "报销", icon: "request_quote", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "assets", href: "/assets", label: "资产", icon: "inventory_2", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "weekly", href: "/weekly-reports", label: "周报", icon: "article", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "todos", href: "/todos", label: "待办", icon: "check_circle", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "announcements", href: "/announcements", label: "公告", icon: "campaign", placement: "main", permissionCodes: [], featureFlagKey: null },
            { key: "projects", href: "/projects", label: "项目", icon: "workspaces", placement: "main", permissionCodes: [], featureFlagKey: null },
+            { key: "team", href: "/team", label: "团队", icon: "groups", placement: "main", permissionCodes: [], featureFlagKey: null },
+            { key: "leave", href: "/leave-requests", label: "请假记录", icon: "event_available", placement: "main", permissionCodes: [], featureFlagKey: null },
          ],
          admin: [
-            { key: "workspace", href: "/system/workspace", label: "工作区设置", icon: "tune", placement: "admin", permissionCodes: [], featureFlagKey: null },
-            { key: "people", href: "/people", label: "人员管理", icon: "group", placement: "admin", permissionCodes: [], featureFlagKey: null },
-            { key: "workflow", href: "/system/workflow-definitions", label: "流程定义", icon: "schema", placement: "admin", permissionCodes: [], featureFlagKey: null },
-            { key: "settings", href: "/system/settings", label: "系统设置", icon: "settings", placement: "admin", permissionCodes: [], featureFlagKey: null },
-            { key: "feature-flags", href: "/system/feature-flags", label: "功能开关", icon: "toggle_on", placement: "admin", permissionCodes: [], featureFlagKey: null },
-            { key: "audit", href: "/audit-logs", label: "审计日志", icon: "manage_search", placement: "admin", permissionCodes: [], featureFlagKey: null },
+            { key: "settings", href: "/system/settings", label: "管理", icon: "settings", placement: "admin", permissionCodes: [], featureFlagKey: null },
          ],
          backup: [
+            { key: "assets", href: "/assets", label: "资产", icon: "inventory_2", placement: "backup", permissionCodes: [], featureFlagKey: null },
+            { key: "weekly", href: "/weekly-reports", label: "周报", icon: "article", placement: "backup", permissionCodes: [], featureFlagKey: null },
+            { key: "announcements", href: "/announcements", label: "公告", icon: "campaign", placement: "backup", permissionCodes: [], featureFlagKey: null },
            { key: "purchase", href: "/purchase-requests", label: "采购申请", icon: "shopping_cart", placement: "main", permissionCodes: [], featureFlagKey: null },
            { key: "travel", href: "/travel-requests", label: "差旅申请", icon: "flight", placement: "main", permissionCodes: [], featureFlagKey: null },
          ],
        }
      : {
          main: [
-            { key: "portal", href: "/portal", label: "Portal", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "team", href: "/team", label: "团队", icon: "groups", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "leave", href: "/leave-requests", label: "请假", icon: "event_available", placement: "main", permissionCodes: [], featureFlagKey: null },
+            { key: "portal", href: "/portal", label: "工作台", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null },
            { key: "expense", href: "/reimbursements", label: "报销", icon: "request_quote", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "assets", href: "/assets", label: "资产", icon: "inventory_2", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "weekly", href: "/weekly-reports", label: "周报", icon: "article", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "todos", href: "/todos", label: "待办", icon: "check_circle", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "announcements", href: "/announcements", label: "公告", icon: "campaign", placement: "main", permissionCodes: [], featureFlagKey: null },
-            { key: "projects", href: "/projects", label: "项目", icon: "workspaces", placement: "main", permissionCodes: [], featureFlagKey: null },
+            { key: "leave", href: "/leave-requests", label: "请假记录", icon: "event_available", placement: "main", permissionCodes: [], featureFlagKey: null },
          ],
          admin: [],
-          backup: [],
+          backup: [
+            { key: "assets", href: "/assets", label: "资产", icon: "inventory_2", placement: "backup", permissionCodes: [], featureFlagKey: null },
+            { key: "weekly", href: "/weekly-reports", label: "周报", icon: "article", placement: "backup", permissionCodes: [], featureFlagKey: null },
+            { key: "announcements", href: "/announcements", label: "公告", icon: "campaign", placement: "backup", permissionCodes: [], featureFlagKey: null },
+          ],
        };

    await route.fulfill({
@@ -266,7 +259,7 @@ function mockPortalHome(page: import("@playwright/test").Page, mode: "employee"
          workspace: { id: "workspace-1", persisted: true, profile: "small_team_internal" },
          greeting: { name: "Manager" },
          cards: [
-            { key: "pending_approvals", title: "审批待办", value: 3, href: "/workflow/tasks", severity: "warning" },
+            { key: "pending_approvals", title: "待我处理", value: 3, href: "/workflow/tasks", severity: "warning" },
            { key: "team_presence", title: "今日团队状态", value: "6/8 在岗", href: "/team", severity: "warning" },
            { key: "weekly_missing", title: "未提交周报", value: 2, href: "/weekly-reports", severity: "warning" },
            { key: "weekly_help", title: "需协助员工", value: 1, href: "/weekly-reports", severity: "high" },
@@ -281,7 +274,7 @@ function mockPortalHome(page: import("@playwright/test").Page, mode: "employee"
            { domain: "leave", count: 0, href: "/leave-requests" },
          ],
          riskSummary: { openCount: 1, href: "/ap-operations" },
-          announcements: [{ id: "announcement-1", title: "试点公告", summary: "今天统一从 Portal 进入。", href: null }],
+          announcements: [{ id: "announcement-1", title: "试点公告", summary: "今天统一从工作台进入。", href: null }],
          quickLinks: [{ key: "projects", title: "项目", href: "/projects" }],
          todayPresence: null,
          teamPresence: { date: "2026-03-22", href: "/team", office: 6, remote: 1, out: 0, travel: 1, leave: 1, unspecified: 1, total: 8 },
@@ -28,7 +28,7 @@ test("E2E 主链路：登录→报销→待办审批→票据OCR→支付→登
  await reimbursementDetail.assertLoaded();

  // 2) employee: upload invoice and wait OCR
-  await (await openNavLink(page, "票据中心")).click();
+  await (await openNavLink(page, "票据")).click();
  const marker = `MOCK_E2E_${Date.now()}_${Math.random().toString(16).slice(2)}`;
  const invoiceFileName = `e2e-${Date.now()}.pdf`;
  const uploadResponsePromise = page.waitForResponse((response) => {
@@ -187,7 +187,7 @@ test("R70 自动辅助试运行：员工、经理、管理员路径巡检", asyn
    });

    await runStep("employee", "请假提交并生成经理待办", async () => {
-      await (await openNavLink(page, "请假")).click();
+      await (await openNavLink(page, "请假记录")).click();
      await expect(page.getByRole("heading", { name: "请假申请" })).toBeVisible();
      const leave = await createAndSubmitLeaveForManager(page);
      await page.goto("/leave-requests");
@@ -204,7 +204,7 @@ test("R70 自动辅助试运行：员工、经理、管理员路径巡检", asyn
    await runStep("employee", "周报与待办入口", async () => {
      await (await openNavLink(page, "周报")).click();
      await expect(page.getByRole("heading", { name: "周报", exact: true })).toBeVisible();
-      await (await openNavLink(page, "待办")).click();
+      await page.goto("/todos");
      await expect(page.getByRole("heading", { name: "待办", exact: true })).toBeVisible();
    });

@@ -245,18 +245,20 @@ test("R70 自动辅助试运行：员工、经理、管理员路径巡检", asyn
    await runStep("admin", "管理入口与人员组织", async () => {
      await logout(page, MANAGER.name);
      await login(page, ADMIN);
-      await (await openNavLink(page, "人员管理")).click();
+      await (await openNavLink(page, /^管理$/)).click();
+      await expect(page.getByRole("heading", { name: "管理", exact: true })).toBeVisible();
+      await page.getByRole("link", { name: /人员/ }).first().click();
      await expect(page.getByRole("heading", { name: "人员管理" })).toBeVisible();
-      await (await openNavLink(page, "组织架构")).click();
+      await page.goto("/organization");
      await expect(page.getByRole("heading", { name: "组织架构" })).toBeVisible();
    });

-    await runStep("admin", "系统设置、功能开关、审计日志", async () => {
-      await (await openNavLink(page, "系统设置")).click();
-      await expect(page.getByRole("heading", { name: "系统设置" })).toBeVisible();
-      await (await openNavLink(page, "功能开关")).click();
-      await expect(page.getByRole("heading", { name: "功能开关" })).toBeVisible();
-      await (await openNavLink(page, "审计日志")).click();
+    await runStep("admin", "管理、功能管理、审计日志", async () => {
+      await (await openNavLink(page, /^管理$/)).click();
+      await expect(page.getByRole("heading", { name: "管理", exact: true })).toBeVisible();
+      await page.getByRole("link", { name: /功能管理/ }).first().click();
+      await expect(page.getByRole("heading", { name: "功能管理" })).toBeVisible();
+      await page.goto("/audit-logs");
      await expect(page.getByRole("heading", { name: "审计工作台" })).toBeVisible();
    });
  } finally {
@@ -173,7 +173,7 @@ test("R70 深层自动辅助试运行：周报待办、公告团队状态、真
      await submitResponse;
      await expect(page.getByText("周报已提交")).toBeVisible();

-      await (await openNavLink(page, "待办")).click();
+      await page.goto("/todos");
      const todoRow = page.getByTestId(TEST_IDS.todo.row).filter({ hasText: uniqueToken }).first();
      await expect(todoRow).toBeVisible({ timeout: 30_000 });
      await todoRow.getByTestId(TEST_IDS.todo.complete).click();
@@ -778,7 +778,7 @@ test(`${trialrunIssueId} 浏览器业务先行试运行：报销、审批、请
        const startDate = futureWeekday(uniqueFutureOffset(5200));
        const employee = await loginRole(page, "employee");
        try {
-          await (await openNavLink(page, "请假")).click();
+          await (await openNavLink(page, "请假记录")).click();
          await expect(page.getByRole("heading", { name: "请假申请" })).toBeVisible();

          const leaveId = await createLeaveDraft(page, startDate, `${trialrunMarkerPrefix} 审批边界 ${marker}`);
@@ -952,7 +952,7 @@ test(`${trialrunIssueId} 浏览器业务先行试运行：报销、审批、请
      const startDate = futureWeekday(uniqueFutureOffset(3200));
      const employee = await loginRole(page, "employee");
      try {
-        await (await openNavLink(page, "请假")).click();
+        await (await openNavLink(page, "请假记录")).click();
        await expect(page.getByRole("heading", { name: "请假申请" })).toBeVisible();

        const leaveId = await createLeaveDraft(page, startDate, `${trialrunMarkerPrefix} 浏览器请假 ${marker}`);
@@ -178,7 +178,7 @@ async function mockWave2Apis(page: Page) {
        sections: {
          main: [
            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
-            navigationItem("workflow", "/workflow/tasks", "审批待办", "fact_check"),
+            navigationItem("workflow", "/workflow/tasks", "待我处理", "fact_check"),
            navigationItem("expense", "/reimbursements", "报销", "request_quote"),
          ],
          admin: [],
@@ -206,7 +206,7 @@ async function mockWave2Apis(page: Page) {
        workspace: { id: "workspace-wave2", persisted: true, profile: "small_team_internal" },
        greeting: { name: visualMe.name },
        cards: [
-          { key: "pending_approvals", title: "审批待办", value: 3, href: "/workflow/tasks", severity: "warning" },
+          { key: "pending_approvals", title: "待我处理", value: 3, href: "/workflow/tasks", severity: "warning" },
          { key: "team_presence", title: "团队状态", value: "7/9 在岗", href: "/team", severity: "normal" },
          { key: "weekly_missing", title: "周报缺口", value: 1, href: "/weekly-reports", severity: "warning" },
          { key: "weekly_help", title: "需协助", value: 1, href: "/weekly-reports", severity: "normal" },
@@ -583,7 +583,7 @@ async function mockWave3Apis(page: Page) {
        sections: {
          main: [
            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
-            navigationItem("workflow", "/workflow/tasks", "审批待办", "fact_check"),
+            navigationItem("workflow", "/workflow/tasks", "待我处理", "fact_check"),
            navigationItem("expense", "/reimbursements", "报销", "request_quote"),
            navigationItem("notifications", "/notifications", "通知", "notifications"),
          ],
@@ -1120,7 +1120,7 @@ test("Wave3 移动关键页视觉截图", async ({ page }) => {
  await page.screenshot({ path: screenshotPath("06-mobile-reimbursement-detail.png"), fullPage: true });

  await page.goto("/mobile/approvals");
-  await expect(page.getByRole("heading", { name: "审批", exact: true })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "待办", exact: true })).toBeVisible();
  await expect(page.getByTestId("mobile-approvals-focus")).toBeVisible();
  await expect(page.getByTestId("mobile-approvals-list")).toBeVisible();
  await expect(page.locator("table")).toHaveCount(0);
@@ -515,22 +515,12 @@ async function mockWave4Apis(page: Page, options: Wave4MockOptions = {}) {
        sections: {
          main: [
            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
-            navigationItem("payment-batches", "/payment-batches", "付款批次", "payments"),
-            navigationItem("ap-operations", "/ap-operations", "AP 运营", "account_balance_wallet"),
-            navigationItem("invoice-pool", "/invoice-pool", "票据中心", "receipt_long"),
+            navigationItem("payment-batches", "/payment-batches", "付款", "payments"),
+            navigationItem("ap-operations", "/ap-operations", "应付账款", "account_balance_wallet"),
+            navigationItem("invoice-pool", "/invoice-pool", "票据", "receipt_long"),
          ],
          admin: [
-            navigationItem("people", "/people", "人员管理", "badge", "admin"),
-            navigationItem("organization", "/organization", "组织架构", "account_tree", "admin"),
-            navigationItem("workspace", "/system/workspace", "工作区设置", "dashboard_customize", "admin"),
-            navigationItem("users", "/system/users", "用户管理", "group", "admin"),
-            navigationItem("master-data", "/system/master-data", "主数据", "database", "admin"),
-            navigationItem("notification-channels", "/system/notification-channels", "通知渠道", "notifications", "admin"),
-            navigationItem("approval-rules", "/system/approval-rules", "审批规则", "account_tree", "admin"),
-            navigationItem("settings", "/system/settings", "系统设置", "settings", "admin"),
-            navigationItem("feature-flags", "/system/feature-flags", "功能开关", "toggle_on", "admin"),
-            navigationItem("workflow-definitions", "/system/workflow-definitions", "流程定义", "schema", "admin"),
-            navigationItem("audit-logs", "/audit-logs", "审计日志", "manage_search", "admin"),
+            navigationItem("settings", "/system/settings", "管理", "settings", "admin"),
          ],
          backup: [],
        },
@@ -1020,7 +1010,7 @@ const pages = [
  { path: "/system/users", summary: "users-summary", proof: "data-testid=users-table", screenshot: "08-users" },
  { path: "/system/master-data", summary: "master-data-summary", proof: "text=法体列表", screenshot: "09-master-data" },
  { path: "/system/notification-channels", summary: "notification-channels-summary", proof: "data-testid=notification-channels-table", screenshot: "10-notification-channels" },
-  { path: "/system/settings", summary: "system-settings-summary", proof: "text=系统设置", screenshot: "11-system-settings" },
+  { path: "/system/settings", summary: "system-settings-summary", proof: "text=管理", screenshot: "11-system-settings" },
  { path: "/system/feature-flags", summary: "feature-flags-summary", proof: "data-testid=feature-flags-table", screenshot: "12-feature-flags" },
  { path: "/system/workflow-definitions", summary: "workflow-definitions-summary", proof: "text=版本列表", screenshot: "13-workflow-definitions" },
  { path: "/audit-logs", summary: "audit-summary", proof: "text=PAYMENT_BATCH_REVIEW", screenshot: "14-audit-logs" },
@@ -244,7 +244,7 @@ async function expectMobileApprovalEntry(browser: Browser, user: E2EUser, canApp
    const approvalTab = page.getByTestId("mobile-nav-approvals");
    if (canApprove) {
      await expect(approvalTab).toHaveAttribute("href", "/mobile/approvals");
-      await expect(page.getByTestId("mobile-nav-approvals-label")).toHaveText("审批");
+      await expect(page.getByTestId("mobile-nav-approvals-label")).toHaveText("待办");
      await expect(page.getByTestId("mobile-action-grid").locator('a[href="/mobile/approvals"]')).toHaveCount(0);
      await page.goto("/mobile/approvals");
      await expect(page).not.toHaveURL(/\/403/);
@@ -97,7 +97,7 @@ async function mockDesignApis(page: Page) {
          main: [
            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
            navigationItem("expense", "/reimbursements", "报销", "request_quote"),
-            navigationItem("leave", "/leave-requests", "请假", "event_available"),
+            navigationItem("leave", "/leave-requests", "请假记录", "event_available"),
            navigationItem("invoice", "/invoice-pool", "票据", "receipt_long"),
          ],
          admin: [],
@@ -165,7 +165,7 @@ async function mockMobileApis(page: Page) {
          main: [
            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
            navigationItem("expense", "/reimbursements", "报销", "request_quote"),
-            navigationItem("leave", "/leave-requests", "请假", "event_available"),
+            navigationItem("leave", "/leave-requests", "请假记录", "event_available"),
            navigationItem("invoice", "/invoice-pool", "票据", "receipt_long"),
          ],
          admin: [],
@@ -174,7 +174,7 @@ async function mockApis(page: Page) {
          main: [
            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
            navigationItem("expense", "/reimbursements", "报销", "request_quote"),
-            navigationItem("leave", "/leave-requests", "请假", "event_available"),
+            navigationItem("leave", "/leave-requests", "请假记录", "event_available"),
          ],
          admin: [],
          backup: [navigationItem("invoice", "/invoice-pool", "票据", "receipt_long")],
@@ -224,11 +224,11 @@ async function mockApis(page: Page) {
          main: [
            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
            navigationItem("purchase", "/purchase-requests", "采购申请", "shopping_cart"),
-            navigationItem("invoice", "/invoice-pool", "票据中心", "receipt_long"),
+            navigationItem("invoice", "/invoice-pool", "票据", "receipt_long"),
          ],
          admin: [],
          backup: [
-            navigationItem("payment", "/payment-batches", "付款批次", "payments"),
+            navigationItem("payment", "/payment-batches", "付款", "payments"),
            navigationItem("dashboard", "/dashboard", "数据看板", "monitoring"),
          ],
        },
@@ -524,7 +524,7 @@ test.describe("R124 企业微信移动入口矩阵", () => {

      await mobile.page.getByTestId("mobile-nav-approvals").click();
      await expect(mobile.page).toHaveURL(/\/mobile\/approvals$/);
-      await expect(mobile.page.getByText("审批").first()).toBeVisible();
+      await expect(mobile.page.getByRole("heading", { name: "待办", exact: true })).toBeVisible();
      await expect(mobile.page.locator(".mobile-status-slot--approval").first()).toContainText("待处理");
      await expectMobilePageContract(mobile.page);

@@ -538,7 +538,7 @@ test.describe("R6 移动响应式体系", () => {
        await expect(page.getByTestId("mobile-action-grid")).toBeVisible();
        const homeMetrics = await expectMobilePageStable(page, device.label, `${device.key}-mobile-home`);
        expect(homeMetrics.actionItems.length, `${device.label} home action count`).toBeGreaterThanOrEqual(2);
-        const bottomTabTexts = new Set(["首页", "审批", "进度", "报销", "我的"]);
+        const bottomTabTexts = new Set(["首页", "待办", "进度", "报销", "我的"]);
        for (const action of homeMetrics.actionItems) {
          expect(bottomTabTexts.has(action.text), `${device.label} ${action.text} not duplicate bottom tab`).toBe(false);
          expect(action.width, `${device.label} ${action.text} action width`).toBeGreaterThanOrEqual(44);
@@ -527,7 +527,7 @@ async function exerciseMobileRendering(page: Page, key: string, label: string) {
  await expect(page.getByTestId("mobile-action-grid")).toBeVisible();
  const homeMetrics = await expectRenderingStable(page, label, `${key}-mobile-home`);
  expect(homeMetrics.actionItems.length, `${label} action count`).toBeGreaterThanOrEqual(2);
-  const bottomTabLabels = new Set(["首页", "审批", "进度", "报销", "我的"]);
+  const bottomTabLabels = new Set(["首页", "待办", "进度", "报销", "我的"]);
  for (const action of homeMetrics.actionItems) {
    expect(action.visible, `${label} ${action.key} action visible`).toBe(true);
    expect(bottomTabLabels.has(action.key), `${label} ${action.key} not bottom tab key`).toBe(false);
@@ -387,7 +387,7 @@ test.describe("R75 自动化补盲", () => {

      await login(page, ADMIN);
      await page.goto("/system/feature-flags");
-      await expect(page.getByRole("heading", { name: "功能开关" })).toBeVisible();
+      await expect(page.getByRole("heading", { name: "功能管理" })).toBeVisible();

      const row = page.getByTestId(`feature-flag-row-${flagKey}`);
      await expect(row).toBeVisible();
@@ -210,12 +210,12 @@ async function mockR89Apis(page: Page) {
        },
        sections: {
          main: [
-            navigationItem("portal", "/portal", "Portal", "home_app_logo"),
+            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
            navigationItem("team", "/team", "团队", "groups"),
-            navigationItem("leave", "/leave-requests", "请假", "event_available"),
+            navigationItem("leave", "/leave-requests", "请假记录", "event_available"),
            navigationItem("expense", "/reimbursements", "报销", "request_quote"),
-            navigationItem("workflow", "/workflow/tasks", "审批待办", "fact_check"),
-            navigationItem("invoice", "/invoice-pool", "票据中心", "receipt_long"),
+            navigationItem("workflow", "/workflow/tasks", "待我处理", "fact_check"),
+            navigationItem("invoice", "/invoice-pool", "票据", "receipt_long"),
          ],
          admin: [],
          backup: [navigationItem("settings", "/settings/profile", "个人设置", "manage_accounts")],
@@ -96,10 +96,10 @@ async function mockAuthenticatedShell(page: Page) {
      },
      sections: {
        main: [
-          { key: "portal", href: "/portal", label: "Portal", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null },
+          { key: "portal", href: "/portal", label: "工作台", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null },
          { key: "mobile", href: "/mobile", label: "移动工作台", icon: "phone_iphone", placement: "main", permissionCodes: [], featureFlagKey: null },
          { key: "expense", href: "/reimbursements", label: "我的报销", icon: "request_quote", placement: "main", permissionCodes: [], featureFlagKey: null },
-          { key: "invoice", href: "/invoice-pool", label: "票据中心", icon: "receipt_long", placement: "main", permissionCodes: [], featureFlagKey: null },
+          { key: "invoice", href: "/invoice-pool", label: "票据", icon: "receipt_long", placement: "main", permissionCodes: [], featureFlagKey: null },
        ],
        admin: [],
        backup: [],
@@ -2,25 +2,25 @@ import { test, expect } from "./helpers/fixtures";
 import { ADMIN, login } from "./helpers/auth";
 import { TEST_IDS } from "./helpers/testIds";

-test("E2E 管理域 smoke：工作区设置、系统设置、功能开关、流程定义、审计日志", async ({ page, shell }) => {
+test("E2E 管理域 smoke：工作区设置、管理、功能管理、流程定义、审计日志", async ({ page, shell }) => {
  await login(page, ADMIN);
  await page.goto("/portal");
  await expect(shell.topbarProfileTrigger).toBeVisible();
  await shell.assertBackupModulesCollapsed();

-  await (await shell.navigate("工作区设置")).click();
+  await (await shell.navigate(/^管理$/)).click();
+  await expect(page).toHaveURL(/\/system\/settings/);
+  await expect(page.getByRole("heading", { name: "管理", exact: true })).toBeVisible();
+  await expect(page.getByRole("link", { name: /工作区/ }).first()).toBeVisible();
+
+  await page.goto("/system/workspace");
  await expect(page).toHaveURL(/\/system\/workspace/);
  await expect(page.getByRole("heading", { name: "工作区设置" })).toBeVisible();
-  await expect(page.getByText("产品模式")).toBeVisible();
+  await expect(page.getByText("工作区基线")).toBeVisible();

-  await (await shell.navigate("系统设置")).click();
-  await expect(page).toHaveURL(/\/system\/settings/);
-  await expect(page.getByRole("heading", { name: "系统设置" })).toBeVisible();
-  await expect(page.getByRole("link", { name: "工作区设置", exact: true }).first()).toBeVisible();
-
-  await (await shell.navigate("功能开关")).click();
+  await page.goto("/system/feature-flags");
  await expect(page).toHaveURL(/\/system\/feature-flags/);
-  await expect(page.getByRole("heading", { name: "功能开关" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "功能管理" })).toBeVisible();
  await expect(page.getByTestId("feature-flags-table")).toBeVisible();

  await page.goto("/system/workflow-definitions");
@@ -28,7 +28,7 @@ test("E2E 管理域 smoke：工作区设置、系统设置、功能开关、流
  await expect(page.getByRole("heading", { name: "流程定义" })).toBeVisible();
  await expect(page.getByText("版本列表")).toBeVisible();

-  await (await shell.navigate("审计日志")).click();
+  await page.goto("/audit-logs");
  await expect(page).toHaveURL(/\/audit-logs/);
  await expect(page.getByRole("heading", { name: "审计工作台" })).toBeVisible();
  await expect(page.getByTestId(TEST_IDS.audit.export)).toBeVisible();
@@ -209,7 +209,7 @@ async function mockSystemActionApis(page: Page) {
        items: [
          navigationItem("portal", "/portal", "首页", "home"),
          navigationItem("reimbursements", "/reimbursements", "报销", "receipt"),
-          navigationItem("payment-batches", "/payment-batches", "付款批次", "credit_card"),
+          navigationItem("payment-batches", "/payment-batches", "付款", "credit_card"),
        ],
      });
      return;
@@ -107,8 +107,8 @@ function mockCommonAuth(page: import("@playwright/test").Page, options: {
              updatedBy: null,
            },
            sections: {
-              main: [{ key: "portal", href: "/portal", label: "Portal", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null }],
-              admin: [{ key: "users", href: "/system/users", label: "系统用户", icon: "manage_accounts", placement: "admin", permissionCodes: ["system.users"], featureFlagKey: null }],
+              main: [{ key: "portal", href: "/portal", label: "工作台", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null }],
+              admin: [{ key: "settings", href: "/system/settings", label: "管理", icon: "settings", placement: "admin", permissionCodes: ["system.users"], featureFlagKey: null }],
              backup: [],
            },
            recommendedRolePresets: [],
@@ -116,13 +116,12 @@ async function mockVisualApis(page: Page) {
        },
        sections: {
          main: [
-            navigationItem("portal", "/portal", "Portal", "home_app_logo"),
+            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
            navigationItem("reimbursements", "/reimbursements", "报销", "request_quote"),
-            navigationItem("approvals", "/workflow/tasks", "审批待办", "fact_check"),
-            navigationItem("invoice", "/invoice-pool", "票据中心", "receipt_long"),
+            navigationItem("approvals", "/workflow/tasks", "待我处理", "fact_check"),
          ],
          admin: [],
-          backup: [navigationItem("settings", "/settings/profile", "个人设置", "manage_accounts")],
+          backup: [navigationItem("invoice", "/invoice-pool", "票据", "receipt_long")],
        },
        recommendedRolePresets: [],
      });
@@ -323,7 +322,7 @@ test.describe("visual shell", () => {

    await expect(page.locator("aside")).toBeVisible();
    await expect(page.getByTestId("topbar-profile-trigger")).toBeVisible();
-    await expect(page.locator("aside").getByRole("link", { name: "Portal", exact: true })).toBeVisible();
+    await expect(page.locator("aside").getByRole("link", { name: "工作台", exact: true })).toBeVisible();
    await expect(page.locator("summary").filter({ hasText: "更多" })).toBeVisible();

    await attachScreenshot(page, testInfo, "app-shell.png");
@@ -364,7 +363,7 @@ test.describe("visual shell", () => {
    await attachScreenshot(page, testInfo, "mobile-today.png");
  });

-  test("审批待办手机卡片布局基线", async ({ page }, testInfo) => {
+  test("待我处理手机卡片布局基线", async ({ page }, testInfo) => {
    await mockVisualApis(page);
    await page.setViewportSize({ width: 390, height: 844 });
    await loginVisualUser(page);
@@ -372,7 +371,7 @@ test.describe("visual shell", () => {

    await expect(page.getByTestId("workflow-tasks-mobile-list")).toBeVisible();
    await expect(page.getByTestId("workflow-tasks-table")).toBeHidden();
-    await expect(page.getByRole("link", { name: "详情" })).toBeVisible();
+    await expect(page.getByRole("link", { name: "查看" })).toBeVisible();

    await attachScreenshot(page, testInfo, "r97-workflow-tasks-mobile.png");
  });
@@ -123,7 +123,7 @@ test("E2E 企微首次绑定：未绑定回退到密码登录后可继续进入
            updatedBy: null,
          },
          sections: {
-            main: [{ key: "portal", href: "/portal", label: "Portal", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null }],
+            main: [{ key: "portal", href: "/portal", label: "工作台", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null }],
            admin: [],
            backup: [],
          },
@@ -1,7 +1,6 @@
 import { test, expect } from "./helpers/fixtures";

 import { EMPLOYEE, login, logout } from "./helpers/auth";
-import { openNavLink } from "./helpers/navigation";
 import { TEST_IDS } from "./helpers/testIds";

 function formatWeekStart(offsetDays: number) {
@@ -53,7 +52,7 @@ test("E2E 周报待办联动：保存 → 生成待办 → 提交 → 完成待
  await expect(page.getByText("周报已提交")).toBeVisible();
  await expect(page.getByText("已提交", { exact: true })).toBeVisible();

-  await (await openNavLink(page, "待办")).click();
+  await page.goto("/todos");
  const todoRow = page.getByTestId(TEST_IDS.todo.row).filter({ hasText: uniqueToken }).first();
  await expect(todoRow).toBeVisible({ timeout: 30_000 });
  await todoRow.getByTestId(TEST_IDS.todo.complete).click();
@@ -187,8 +187,8 @@ async function mockWorkflowConfirmApis(page: Page) {
        },
        sections: {
          main: [
-            navigationItem("portal", "/portal", "Portal", "home_app_logo"),
-            navigationItem("workflow", "/workflow/tasks", "审批待办", "fact_check"),
+            navigationItem("portal", "/portal", "工作台", "home_app_logo"),
+            navigationItem("workflow", "/workflow/tasks", "待我处理", "fact_check"),
          ],
          admin: [],
          backup: [],
@@ -73,7 +73,7 @@ test("E2E 审批列表快捷通过：经理可在待办列表行内直接通过

  try {
    await login(page, EMPLOYEE);
-    await (await openNavLink(page, "请假")).click();
+    await (await openNavLink(page, "请假记录")).click();
    await expect(page.getByRole("heading", { name: "请假申请" })).toBeVisible();

    const leaveRequestId = await createLeaveDraft(page, startDate, startDate, reason);
@@ -50,6 +50,12 @@ A 类页面优先保证真实试运行路径顺畅；B 类页面优先保证台
 - 审批入口同时服务审批人和发起人：审批人处理待我审批，员工查看我发起的进度。
 - 普通员工不应看到不可点或无权限的审批入口；审批、财务、负责人和管理员只能看到服务端允许的动作。
 - 个人设置默认只放账号信息、通知设置和企业微信绑定；组织归属、直属汇报和角色摘要可折叠展示，不默认暴露权限 code 或完整员工档案维护内容。
+- PC 侧边栏是小团队任务入口，不是全量模块目录；一级入口必须按角色、权限、频次和真实待办价值收敛，新增功能默认不得直接进入一级侧边栏。
+- 审批人、负责人和财务看到 `待我处理`；普通员工默认不显示 `待办` 或 `审批待办` 入口；通知只保留顶部铃铛或通知中心，不进入侧边栏。
+- PC 请假入口默认表达为 `请假记录`；提交请假、补卡、外出、加班仍优先走企业微信或移动入口，只有 OA 应急接管或指定管理场景才突出提交入口。
+- 管理配置类能力在侧边栏合并为 `管理`，具体人员、组织、流程、规则、审计、功能开关和外部系统入口进入管理页后分组承接。
+- 财务入口应使用真实工作名，例如 `付款`、`应付账款`、`票据`；`AP 运营`、`ERP 集成`、`功能开关` 等内部平台词不作为默认一级菜单文案。
+- `更多` 只承载低频入口，不使用说明型副标题、教学卡片或历史模块解释文案。

 ## 业务体验事实

@@ -14,28 +14,81 @@ const BUSINESS_APPROVE_PERMISSIONS = Object.freeze([
 ]);
 const BUSINESS_APPROVER_ROLE_CODES = new Set(["manager", "ceo", "finance", "finance_mgr", "hr"]);
 const FINANCE_ROLE_CODES = new Set(["finance", "finance_mgr"]);
+const TEAM_NAVIGATION_ROLE_CODES = new Set(["manager", "ceo", "finance_mgr", "hr", "admin"]);
 const FINANCE_PERMISSION_CODES = Object.freeze(["payment.batch.manage", "risk.review.manage", "expense.finance.pay"]);
 const FINANCE_NAVIGATION_MODULES = new Set(["paymentBatches", "apOperations", "invoicePool"]);
+const MANAGEMENT_CHILD_MODULES = new Set([
+  "workspace",
+  "people",
+  "organization",
+  "workflowDefinitions",
+  "featureFlags",
+  "auditLogs",
+  "approvalRules",
+  "userManagement",
+  "departments",
+  "masterData",
+  "notificationChannels",
+  "cutover",
+  "erpIntegrations",
+]);
+const BACKUP_NAVIGATION_MODULES = new Set([
+  "assets",
+  "weeklyReports",
+  "announcements",
+  "contractsRegistry",
+  "purchaseRequests",
+  "travelRequests",
+  "budgets",
+  "inventoryChecks",
+  "dashboard",
+]);
+const NAVIGATION_SECTION_ORDER = Object.freeze({
+  main: [
+    "portal",
+    "workflowTasks",
+    "reimbursements",
+    "paymentBatches",
+    "apOperations",
+    "invoicePool",
+    "projects",
+    "team",
+    "leaveRequests",
+  ],
+  admin: ["systemSettings"],
+  backup: [
+    "assets",
+    "weeklyReports",
+    "announcements",
+    "purchaseRequests",
+    "contractsRegistry",
+    "budgets",
+    "attendance",
+    "travelRequests",
+    "inventoryChecks",
+    "dashboard",
+  ],
+});

 const NAVIGATION_REGISTRY = Object.freeze({
  portal: { key: "portal", label: "工作台", icon: "home_app_logo", href: "/portal", anyOf: [] },
-  team: { key: "team", label: "团队", icon: "groups", href: "/team", anyOf: [], featureFlagKey: FEATURE_FLAG_KEYS.presenceBoard },
-  leaveRequests: { key: "leaveRequests", label: "请假", icon: "event_available", href: "/leave-requests", anyOf: ["leave.view_own", "leave.view_all", "leave.manage"] },
+  team: { key: "team", label: "团队", icon: "groups", href: "/team", anyOf: ["report.dashboard.view", "project.view_all", "project.manage", "system.users"], featureFlagKey: FEATURE_FLAG_KEYS.presenceBoard },
+  leaveRequests: { key: "leaveRequests", label: "请假记录", icon: "event_available", href: "/leave-requests", anyOf: ["leave.view_own", "leave.view_all", "leave.manage"] },
  attendance: { key: "attendance", label: "考勤", icon: "schedule", href: "/attendance", anyOf: [], featureFlagKey: FEATURE_FLAG_KEYS.attendanceUnified },
  reimbursements: { key: "reimbursements", label: "报销", icon: "request_quote", href: "/reimbursements", anyOf: ["expense.view_own", "expense.view_all"] },
  assets: { key: "assets", label: "资产", icon: "inventory_2", href: "/assets", anyOf: ["asset.view_own", "asset.view_all", "asset.manage", "asset.transfer", "asset.inventory"] },
  weeklyReports: { key: "weeklyReports", label: "周报", icon: "article", href: "/weekly-reports", anyOf: [], featureFlagKey: FEATURE_FLAG_KEYS.weeklyReport },
  todos: { key: "todos", label: "待办", icon: "check_circle", href: "/todos", anyOf: [], featureFlagKey: FEATURE_FLAG_KEYS.todoBoard },
  announcements: { key: "announcements", label: "公告", icon: "campaign", href: "/announcements", anyOf: [], featureFlagKey: FEATURE_FLAG_KEYS.announcements },
-  projects: { key: "projects", label: "项目", icon: "workspaces", href: "/projects", anyOf: ["project.view_own", "project.view_all", "project.manage"], featureFlagKey: FEATURE_FLAG_KEYS.projectDomain },
+  projects: { key: "projects", label: "项目", icon: "workspaces", href: "/projects", anyOf: ["project.view_all", "project.manage"], featureFlagKey: FEATURE_FLAG_KEYS.projectDomain },

  workspace: { key: "workspace", label: "工作区设置", icon: "tune", href: "/system/workspace", anyOf: ["system.settings"] },
  people: { key: "people", label: "人员管理", icon: "group", href: "/people", anyOf: ["system.users", "report.dashboard.view"], featureFlagKey: FEATURE_FLAG_KEYS.employeeLifecycle },
  organization: { key: "organization", label: "组织架构", icon: "account_tree", href: "/organization", anyOf: ["system.users", "report.dashboard.view"], featureFlagKey: FEATURE_FLAG_KEYS.employeeLifecycle },
  contractsRegistry: { key: "contractsRegistry", label: "合同台账", icon: "description", href: "/contracts-registry", anyOf: ["project.manage", "project.view_all", "system.settings"], featureFlagKey: FEATURE_FLAG_KEYS.projectLinking },
  workflowDefinitions: { key: "workflowDefinitions", label: "流程定义", icon: "schema", href: "/system/workflow-definitions", anyOf: ["system.settings"], featureFlagKey: FEATURE_FLAG_KEYS.workflowDefinitionAdmin },
-  systemSettings: { key: "systemSettings", label: "系统设置", icon: "settings", href: "/system/settings", anyOf: ["system.settings", "system.users", "masterdata.manage", "notification.channel.manage", "integration.manage"] },
-  featureFlags: { key: "featureFlags", label: "功能开关", icon: "toggle_on", href: "/system/feature-flags", anyOf: ["system.settings"] },
+  systemSettings: { key: "systemSettings", label: "管理", icon: "settings", href: "/system/settings", anyOf: ["system.settings", "system.users", "masterdata.manage", "notification.channel.manage", "integration.manage", "system.audit.view"] },
+  featureFlags: { key: "featureFlags", label: "功能管理", icon: "toggle_on", href: "/system/feature-flags", anyOf: ["system.settings"] },
  auditLogs: { key: "auditLogs", label: "审计日志", icon: "manage_search", href: "/audit-logs", anyOf: ["system.audit.view"] },

  approvalRules: { key: "approvalRules", label: "审批规则", icon: "rule", href: "/system/approval-rules", anyOf: ["system.settings"] },
@@ -43,17 +96,17 @@ const NAVIGATION_REGISTRY = Object.freeze({
  departments: { key: "departments", label: "部门管理", icon: "account_tree", href: "/system/departments", anyOf: ["system.users"] },
  masterData: { key: "masterData", label: "主数据", icon: "dataset", href: "/system/master-data", anyOf: ["masterdata.view", "masterdata.manage"] },
  notificationChannels: { key: "notificationChannels", label: "通知渠道", icon: "notifications_active", href: "/system/notification-channels", anyOf: ["notification.channel.manage"] },
-  workflowTasks: { key: "workflowTasks", label: "审批待办", icon: "fact_check", href: "/workflow/tasks", anyOf: ["expense.approve", "leave.approve", "attendance.approve", "procurement.approve", "travel.approve"] },
+  workflowTasks: { key: "workflowTasks", label: "待我处理", icon: "fact_check", href: "/workflow/tasks", anyOf: ["expense.approve", "leave.approve", "attendance.approve", "procurement.approve", "travel.approve"] },
  dashboard: { key: "dashboard", label: "仪表盘", icon: "dashboard", href: "/dashboard", anyOf: ["report.dashboard.view"] },
  purchaseRequests: { key: "purchaseRequests", label: "采购申请", icon: "shopping_cart", href: "/purchase-requests", anyOf: ["procurement.create", "procurement.view_own", "procurement.view_all", "procurement.manage"] },
  travelRequests: { key: "travelRequests", label: "差旅申请", icon: "flight", href: "/travel-requests", anyOf: ["travel.view_all", "travel.manage", "travel.payment.manage"] },
  budgets: { key: "budgets", label: "预算管理", icon: "account_balance", href: "/budgets", anyOf: ["budget.view", "budget.manage"] },
-  paymentBatches: { key: "paymentBatches", label: "付款批次", icon: "payments", href: "/payment-batches", anyOf: ["payment.batch.manage", "risk.review.manage"], featureFlagKey: FEATURE_FLAG_KEYS.paymentBatch },
-  apOperations: { key: "apOperations", label: "AP 运营", icon: "account_balance_wallet", href: "/ap-operations", anyOf: ["payment.batch.manage", "risk.review.manage"], featureFlagKey: FEATURE_FLAG_KEYS.paymentBatch },
-  invoicePool: { key: "invoicePool", label: "票据中心", icon: "receipt_long", href: "/invoice-pool", anyOf: ["invoice.manage"] },
+  paymentBatches: { key: "paymentBatches", label: "付款", icon: "payments", href: "/payment-batches", anyOf: ["payment.batch.manage", "risk.review.manage"], featureFlagKey: FEATURE_FLAG_KEYS.paymentBatch },
+  apOperations: { key: "apOperations", label: "应付账款", icon: "account_balance_wallet", href: "/ap-operations", anyOf: ["payment.batch.manage", "risk.review.manage"], featureFlagKey: FEATURE_FLAG_KEYS.paymentBatch },
+  invoicePool: { key: "invoicePool", label: "票据", icon: "receipt_long", href: "/invoice-pool", anyOf: ["invoice.manage"] },
  inventoryChecks: { key: "inventoryChecks", label: "资产盘点", icon: "inventory", href: "/inventory-checks", anyOf: ["asset.inventory"] },
  cutover: { key: "cutover", label: "切换控制台", icon: "swap_calls", href: "/system/cutover", anyOf: ["system.settings"], featureFlagKey: FEATURE_FLAG_KEYS.cutoverConsole },
-  erpIntegrations: { key: "erpIntegrations", label: "ERP 集成", icon: "hub", href: "/system/integrations/erp", anyOf: ["integration.manage"] },
+  erpIntegrations: { key: "erpIntegrations", label: "外部系统", icon: "hub", href: "/system/integrations/erp", anyOf: ["integration.manage"] },
  profile: { key: "profile", label: "个人设置", icon: "manage_accounts", href: "/settings/profile", anyOf: [] },
 });

@@ -63,10 +116,10 @@ const DEFAULT_MODULE_VISIBILITY = Object.freeze({
  leaveRequests: "main",
  attendance: "hidden",
  reimbursements: "main",
-  assets: "main",
-  weeklyReports: "main",
-  todos: "main",
-  announcements: "main",
+  assets: "admin",
+  weeklyReports: "admin",
+  todos: "hidden",
+  announcements: "admin",
  projects: "main",

  workspace: "admin",
@@ -198,11 +251,53 @@ function hasBusinessApproverRole(hasPermission, employee) {
 function hasFinanceRole(hasPermission, employee) {
  const roleCodes = employee?.roleCodes ?? [];
  return (
-    roleCodes.some((roleCode) => FINANCE_ROLE_CODES.has(roleCode)) &&
+    (roleCodes.some((roleCode) => FINANCE_ROLE_CODES.has(roleCode)) || roleCodes.includes("admin")) &&
    hasAnyPermission(hasPermission, employee, FINANCE_PERMISSION_CODES)
  );
 }

+function hasTeamNavigationRole(employee) {
+  const roleCodes = employee?.roleCodes ?? [];
+  return roleCodes.some((roleCode) => TEAM_NAVIGATION_ROLE_CODES.has(roleCode));
+}
+
+function resolveNavigationSection({ moduleKey, placement, financeNavigation }) {
+  if (placement === "hidden") {
+    return null;
+  }
+
+  if (moduleKey === "systemSettings") {
+    return "admin";
+  }
+
+  if (MANAGEMENT_CHILD_MODULES.has(moduleKey)) {
+    return null;
+  }
+
+  if (moduleKey === "workflowTasks") {
+    return "main";
+  }
+
+  if (FINANCE_NAVIGATION_MODULES.has(moduleKey)) {
+    return financeNavigation ? "main" : null;
+  }
+
+  if (BACKUP_NAVIGATION_MODULES.has(moduleKey)) {
+    return "backup";
+  }
+
+  return placement === "main" ? "main" : "backup";
+}
+
+function orderNavigationItems(items, order) {
+  const rank = new Map(order.map((moduleKey, index) => [moduleKey, index]));
+  return [...items].sort((left, right) => {
+    const leftRank = rank.get(left.key) ?? Number.MAX_SAFE_INTEGER;
+    const rightRank = rank.get(right.key) ?? Number.MAX_SAFE_INTEGER;
+    return leftRank - rightRank;
+  });
+}
+
 async function resolveModuleGate({ prisma, config, employee, moduleKey, registryItem }) {
  if (!registryItem?.featureFlagKey) {
    return { enabled: true, reason: "no_feature_gate" };
@@ -235,6 +330,10 @@ async function getSystemNavigation({ prisma, config, employee, hasPermission })
      continue;
    }

+    if (moduleKey === "team" && !hasTeamNavigationRole(employee)) {
+      continue;
+    }
+
    if (FINANCE_NAVIGATION_MODULES.has(moduleKey) && !hasFinanceRole(hasPermission, employee)) {
      continue;
    }
@@ -254,25 +353,30 @@ async function getSystemNavigation({ prisma, config, employee, hasPermission })
      featureFlagKey: registryItem.featureFlagKey ?? null,
    };

-    if (["purchaseRequests", "travelRequests", "budgets", "paymentBatches", "apOperations", "invoicePool", "inventoryChecks", "cutover", "erpIntegrations", "approvalRules", "userManagement", "departments", "masterData", "notificationChannels", "workflowTasks", "dashboard"].includes(moduleKey)) {
-      sections.backup.push(entry);
+    const section = resolveNavigationSection({
+      moduleKey,
+      placement,
+      financeNavigation: hasFinanceRole(hasPermission, employee),
+    });
+
+    if (!section) {
      continue;
    }

-    if (placement === "admin") {
-      sections.admin.push(entry);
-    } else {
-      sections.main.push(entry);
-    }
+    sections[section].push(entry);
  }

  return {
    workspace,
-    sections,
+    sections: {
+      main: orderNavigationItems(sections.main, NAVIGATION_SECTION_ORDER.main),
+      admin: orderNavigationItems(sections.admin, NAVIGATION_SECTION_ORDER.admin),
+      backup: orderNavigationItems(sections.backup, NAVIGATION_SECTION_ORDER.backup),
+    },
    recommendedRolePresets: [
      { key: "owner", label: "老板", roleCodes: ["ceo"], description: "查看团队状态、审批汇总与关键管理入口。" },
      { key: "admin", label: "管理员", roleCodes: ["admin"], description: "管理工作区、人员、流程、开关与审计。" },
-      { key: "employee", label: "员工", roleCodes: ["employee"], description: "日常使用工作台、请假、报销、周报、待办。" },
+      { key: "employee", label: "员工", roleCodes: ["employee"], description: "日常使用工作台、请假记录、报销和进度查询。" },
      { key: "manager", label: "主管", roleCodes: ["manager"], description: "处理审批、查看团队周报与在岗状态。" },
    ],
  };
@@ -6,13 +6,31 @@ const {
 } = require("../../src/services/workspaceSettings");
 const { hasPermission, resolvePermissionsForRoles } = require("../../src/constants/permissions");

-function buildPrisma() {
+function buildPrisma(enabledFlagKeys = []) {
+  const enabled = new Set(enabledFlagKeys);
  return {
    workspaceSetting: {
      findFirst: vi.fn().mockResolvedValue(null),
    },
    featureFlag: {
-      findUnique: vi.fn().mockResolvedValue(null),
+      findUnique: vi.fn().mockImplementation(async ({ where }) => {
+        if (!enabled.has(where.flag_key)) {
+          return null;
+        }
+        return {
+          id: `flag-${where.flag_key}`,
+          flag_key: where.flag_key,
+          override_mode: "force_on",
+          rollout_type: "global",
+          department_ids: [],
+          note: "",
+          version: 1,
+          created_at: null,
+          created_by: null,
+          updated_at: null,
+          updated_by: null,
+        };
+      }),
    },
  };
 }
@@ -37,7 +55,7 @@ function buildConfig() {
 }

 describe("workspace small-team navigation defaults", () => {
-  it("keeps only the R66 daily path in default main navigation", () => {
+  it("keeps only the small-team task path in default main navigation", () => {
    const mainModules = Object.entries(DEFAULT_MODULE_VISIBILITY)
      .filter(([, placement]) => placement === "main")
      .map(([key]) => key);
@@ -47,12 +65,10 @@ describe("workspace small-team navigation defaults", () => {
      "team",
      "leaveRequests",
      "reimbursements",
-      "assets",
-      "weeklyReports",
-      "todos",
-      "announcements",
      "projects",
    ]);
+    expect(DEFAULT_MODULE_VISIBILITY.todos).toBe("hidden");
+    expect(DEFAULT_MODULE_VISIBILITY.assets).toBe("admin");
    expect(DEFAULT_MODULE_VISIBILITY.attendance).toBe("hidden");
  });

@@ -77,7 +93,7 @@ describe("workspace small-team navigation defaults", () => {
    expect(workspace.moduleVisibility.attendance).toBe("hidden");
  });

-  it("keeps P2 and finance-only backup modules out of employee navigation", async () => {
+  it("keeps low-frequency and finance-only modules out of employee primary navigation", async () => {
    const employee = {
      id: "employee-1",
      department_id: "dept-1",
@@ -86,12 +102,18 @@ describe("workspace small-team navigation defaults", () => {
    };

    const navigation = await getSystemNavigation({
-      prisma: buildPrisma(),
+      prisma: buildPrisma(["presence_board_v1", "project_domain_v1"]),
      config: buildConfig(),
      employee,
      hasPermission: (candidate, permissionCode) => hasPermission(candidate.permissionCodes, permissionCode),
    });

+    const mainLabels = navigation.sections.main.map((item) => item.label);
+    expect(mainLabels).toEqual(["工作台", "报销", "请假记录"]);
+    expect(mainLabels).not.toContain("待我处理");
+    expect(mainLabels).not.toContain("票据");
+    expect(mainLabels).not.toContain("个人设置");
+
    const backupKeys = navigation.sections.backup.map((item) => item.key);
    expect(backupKeys).toContain("purchaseRequests");
    expect(backupKeys).not.toContain("travelRequests");
@@ -104,7 +126,30 @@ describe("workspace small-team navigation defaults", () => {
    expect(backupKeys).not.toContain("dashboard");
  });

-  it("does not expose workflow task entry to admin-only navigation", async () => {
+  it("shows待我处理 for business approvers and keeps admin-only users out", async () => {
+    const manager = {
+      id: "manager-1",
+      department_id: "dept-1",
+      roleCodes: ["manager"],
+      permissionCodes: resolvePermissionsForRoles(["manager"]),
+    };
+
+    const managerNavigation = await getSystemNavigation({
+      prisma: buildPrisma(["presence_board_v1", "project_domain_v1"]),
+      config: { ...buildConfig(), projectDomainEnabled: true, presenceBoardEnabled: true },
+      employee: manager,
+      hasPermission: (candidate, permissionCode) => hasPermission(candidate.permissionCodes, permissionCode),
+    });
+
+    expect(managerNavigation.sections.main.map((item) => item.label)).toEqual([
+      "工作台",
+      "待我处理",
+      "报销",
+      "项目",
+      "团队",
+      "请假记录",
+    ]);
+
    const adminOnly = {
      id: "admin-1",
      department_id: "dept-1",
@@ -113,7 +158,7 @@ describe("workspace small-team navigation defaults", () => {
    };

    const navigation = await getSystemNavigation({
-      prisma: buildPrisma(),
+      prisma: buildPrisma(["payment_batch_v1"]),
      config: { ...buildConfig(), workflowDefinitionAdminEnabled: true },
      employee: adminOnly,
      hasPermission: (candidate, permissionCode) => hasPermission(candidate.permissionCodes, permissionCode),
@@ -125,7 +170,32 @@ describe("workspace small-team navigation defaults", () => {
      ...navigation.sections.backup,
    ].map((item) => item.key);

-    expect(allKeys).toContain("auditLogs");
+    expect(allKeys).toContain("systemSettings");
+    expect(allKeys).not.toContain("auditLogs");
    expect(allKeys).not.toContain("workflowTasks");
  });
+
+  it("uses work names for finance navigation", async () => {
+    const finance = {
+      id: "finance-1",
+      department_id: "dept-1",
+      roleCodes: ["finance"],
+      permissionCodes: resolvePermissionsForRoles(["finance"]),
+    };
+
+    const navigation = await getSystemNavigation({
+      prisma: buildPrisma(["payment_batch_v1"]),
+      config: { ...buildConfig(), paymentBatchEnabled: true },
+      employee: finance,
+      hasPermission: (candidate, permissionCode) => hasPermission(candidate.permissionCodes, permissionCode),
+    });
+
+    const mainLabels = navigation.sections.main.map((item) => item.label);
+    expect(mainLabels).toContain("待我处理");
+    expect(mainLabels).toContain("付款");
+    expect(mainLabels).toContain("应付账款");
+    expect(mainLabels).toContain("票据");
+    expect(mainLabels).not.toContain("AP 运营");
+    expect(mainLabels).not.toContain("付款批次");
+  });
 });