优化工作台与报销任务优先页面（portal-task-first-redesign）

.trellis/spec/hyb-oa/frontend-react-vite-design.md

@@ -244,6 +244,24 @@ secondary operations:
   workflow steps that the layout can express.
 - Low-frequency capabilities are hidden or moved, not removed, unless the
   current Trellis task explicitly deletes the capability.
+- Portal/workbench first screen should use a compact status summary plus
+  `今日待处理`; do not use a persistent welcome hero, fixed `报销进度` button,
+  general announcement feed, or folded placeholder sections such as
+  `团队与通知`, `角色重点` or `试点观测摘要`.
+- Workbench sections after `今日待处理` must be conditional: `团队卡点` only for
+  real blockers, `管理提醒` only for real admin/trial issues, and `我的进度`
+  only for reliable status updates. Empty data should disappear, not render as
+  collapsed drawers or statistic cards.
+- Each workbench action row should state what the item is, why the current user
+  is involved, current status/timing, and one next action. Do not represent raw
+  application counts as progress unless the payload includes an actionable or
+  status-level signal.
+- PC reimbursement list defaults to the initiator's own forms even for users
+  with finance/approval roles. The first screen may use task cards for
+  rejected corrections, drafts and reviewing progress; ledger/export/batch,
+  proxy submit, templates and travel-linking remain secondary and must be hidden
+  unless the current user has a real matching capability. Row workflow copy
+  should distinguish `待你处理` from read-only `当前节点`.
 
 **Why**: hyb-oa serves small teams with overlapping roles. Core pages must make
 the next click clear for ordinary employees and approvers, while keeping finance

client/src/index.css

@@ -793,6 +793,107 @@
     @apply h-full;
   }
 
+  .portal-work-summary {
+    background: rgba(255, 255, 255, 0.96);
+    border: 1px solid rgba(226, 232, 240, 0.92);
+    border-radius: var(--radius-panel);
+    box-shadow: var(--shadow-xs);
+    @apply flex flex-col gap-3 px-4 py-3.5 md:flex-row md:items-center md:justify-between md:px-5;
+  }
+
+  .portal-work-summary__eyebrow {
+    color: var(--color-accent-primary);
+    @apply text-xs font-bold;
+  }
+
+  .portal-work-summary__title {
+    color: var(--color-text-primary);
+    @apply mt-1 text-lg font-semibold leading-7 md:text-xl;
+  }
+
+  .portal-work-summary__meta {
+    color: var(--color-text-tertiary);
+    @apply mt-1 text-xs font-medium;
+  }
+
+  .portal-task-list {
+    border: 1px solid rgba(226, 232, 240, 0.94);
+    background: rgba(255, 255, 255, 0.72);
+    @apply overflow-hidden rounded-lg divide-y divide-slate-200/80;
+  }
+
+  .portal-task-row {
+    background: rgba(255, 255, 255, 0.88);
+    color: var(--color-text-primary);
+    @apply grid min-h-[68px] grid-cols-[auto,minmax(0,1fr)] items-center gap-3 px-3.5 py-3 transition-colors hover:bg-white md:grid-cols-[auto,minmax(0,1fr),auto,auto];
+  }
+
+  .portal-task-row--warning {
+    background: rgba(255, 251, 235, 0.74);
+  }
+
+  .portal-task-row--high {
+    background: rgba(254, 242, 242, 0.78);
+  }
+
+  .portal-task-row__icon {
+    background: rgba(0, 57, 138, 0.08);
+    color: var(--color-accent-primary);
+    @apply flex size-9 items-center justify-center rounded-lg;
+  }
+
+  .portal-task-row--warning .portal-task-row__icon {
+    @apply bg-amber-50 text-amber-700;
+  }
+
+  .portal-task-row--high .portal-task-row__icon {
+    @apply bg-red-50 text-red-700;
+  }
+
+  .portal-task-row__title {
+    color: var(--color-text-primary);
+    @apply block truncate text-sm font-semibold;
+  }
+
+  .portal-task-row__reason {
+    color: var(--color-text-secondary);
+    @apply mt-1 block text-xs leading-5;
+  }
+
+  .portal-task-row__meta {
+    color: var(--color-text-secondary);
+    @apply ml-12 inline-flex w-fit rounded-full bg-slate-100 px-2.5 py-0.5 text-xs font-semibold md:ml-0;
+  }
+
+  .portal-task-row__action {
+    color: var(--color-accent-primary);
+    @apply ml-12 text-sm font-semibold md:ml-0;
+  }
+
+  .portal-empty-start {
+    border: 1px dashed rgba(203, 213, 225, 0.9);
+    background: rgba(248, 250, 252, 0.78);
+    @apply flex flex-col gap-4 rounded-lg px-4 py-4 md:flex-row md:items-center md:justify-between;
+  }
+
+  .portal-empty-start__title {
+    color: var(--color-text-primary);
+    @apply text-base font-semibold;
+  }
+
+  .portal-empty-start__desc {
+    color: var(--color-text-secondary);
+    @apply mt-1 text-sm leading-6;
+  }
+
+  .portal-inline-actions {
+    @apply flex flex-wrap gap-2;
+  }
+
+  .portal-task-secondary-grid {
+    @apply grid gap-4 xl:grid-cols-2;
+  }
+
   .portal-list-card {
     background: rgba(255, 255, 255, 0.92);
     border: 1px solid rgba(226, 232, 240, 0.94);

client/src/pages/ReimbursementsPage.tsx

@@ -1,6 +1,7 @@
 import { useEffect, useMemo, useState } from "react";
 import { Link, useNavigate, useSearchParams } from "react-router-dom";
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import { ArrowRight, Clock3, FilePenLine, RotateCcw, Wrench } from "lucide-react";
 import { isApiError } from "../api/types";
 import { mapApiErrorMessage } from "../api/errorMessages";
 import { fetchMyDelegations } from "../api/delegations";
@@ -74,6 +75,40 @@ const REIMBURSEMENT_STATUS_OPTIONS: Array<{ value: ReimbursementStatus; label: s
   { value: "cancelled", label: "已取消" },
 ];
 
+const REIMBURSEMENT_TASK_STATUS_OPTIONS = [
+  {
+    value: "rejected",
+    title: "被驳回待补正",
+    idleNote: "暂无需要补正的报销",
+    activeNote: "优先补齐说明或附件后重新提交",
+    icon: RotateCcw,
+    accentClass: "border-red-200 bg-red-50 text-red-700",
+  },
+  {
+    value: "draft",
+    title: "草稿待完善",
+    idleNote: "还没有报销草稿",
+    activeNote: "继续完善明细、发票和附件",
+    icon: FilePenLine,
+    accentClass: "border-amber-200 bg-amber-50 text-amber-700",
+  },
+  {
+    value: "reviewing",
+    title: "审批中进度",
+    idleNote: "暂无审批中的报销",
+    activeNote: "查看当前节点和处理进度",
+    icon: Clock3,
+    accentClass: "border-sky-200 bg-sky-50 text-sky-700",
+  },
+] satisfies Array<{
+  value: ReimbursementStatus;
+  title: string;
+  idleNote: string;
+  activeNote: string;
+  icon: typeof RotateCcw;
+  accentClass: string;
+}>;
+
 function formatCurrency(value: number) {
   return new Intl.NumberFormat("zh-CN", { style: "currency", currency: "CNY" }).format(value);
 }
@@ -101,6 +136,56 @@ function formatBatchOutcome(action: BatchAction, outcome: string) {
   return action === "approve" ? "已通过" : "已驳回";
 }
 
+function resolveEmptyStateCopy(status: ReimbursementStatus) {
+  if (status === "draft") {
+    return {
+      title: "还没有报销草稿",
+      description: "需要报销时先新建单据，再补充明细、发票和附件。",
+    };
+  }
+  if (status === "rejected") {
+    return {
+      title: "暂无需要补正的报销",
+      description: "后续有驳回单据时，会在这里继续编辑并重新提交。",
+    };
+  }
+  if (status === "reviewing") {
+    return {
+      title: "暂无审批中的报销",
+      description: "提交后的报销会在这里显示当前审批进度。",
+    };
+  }
+  if (status === "approved") {
+    return {
+      title: "暂无已通过记录",
+      description: "审批通过但未支付的报销会在这里留存。",
+    };
+  }
+  if (status === "paid") {
+    return {
+      title: "暂无已支付记录",
+      description: "财务支付完成后会在这里查看付款结果。",
+    };
+  }
+  return {
+    title: "暂无已取消记录",
+    description: "撤回或取消的报销记录会在这里留存。",
+  };
+}
+
+function resolveWorkflowHint(item: ReimbursementListItem) {
+  const stepName = item.pendingWorkflow?.task?.stepName;
+  if (!stepName) {
+    return null;
+  }
+
+  const actionableByCurrentUser = item.pendingWorkflow?.allowedActions.length ? true : false;
+  return {
+    label: `${actionableByCurrentUser ? "待你处理" : "当前节点"}：${stepName}`,
+    className: actionableByCurrentUser ? "text-amber-700" : "text-zinc-500",
+  };
+}
+
 export function ReimbursementsPage() {
   const [searchParams, setSearchParams] = useSearchParams();
   const navigate = useNavigate();
@@ -126,14 +211,37 @@ export function ReimbursementsPage() {
   const canViewAll = hasPermission(permissions, "expense.view_all");
   const canApproveExpense = hasPermission(permissions, "expense.approve");
   const canProxySubmit = hasPermission(permissions, "expense.proxy_submit");
+  const canUseFinanceTools =
+    hasPermission(permissions, "expense.finance.pay") ||
+    hasPermission(permissions, "payment.batch.manage") ||
+    hasPermission(permissions, "risk.review.manage") ||
+    hasPermission(permissions, "invoice.manage");
   const isAdministration = (me?.roleCodes ?? []).includes("administration");
   const showProxyOwnerSelector = canProxySubmit && isAdministration;
+  const canShowLedgerEntry = canViewAll || showProxyOwnerSelector || canUseFinanceTools;
+  const showAdvancedTools = canShowLedgerEntry && (showLedgerTools || scope === "all" || batchMode || showProxyOwnerSelector);
+  const shouldLoadCreateOptions = showAdvancedTools && canCreateExpense;
 
   const listQuery = useQuery({
     queryKey: ["reimbursements", "list", status, page, scope],
     queryFn: () => fetchReimbursements({ status, page, pageSize: PAGE_SIZE, scope }),
   });
 
+  const rejectedSummaryQuery = useQuery({
+    queryKey: ["reimbursements", "task-summary", "own", "rejected"],
+    queryFn: () => fetchReimbursements({ status: "rejected", page: 1, pageSize: 1, scope: "own" }),
+  });
+
+  const draftSummaryQuery = useQuery({
+    queryKey: ["reimbursements", "task-summary", "own", "draft"],
+    queryFn: () => fetchReimbursements({ status: "draft", page: 1, pageSize: 1, scope: "own" }),
+  });
+
+  const reviewingSummaryQuery = useQuery({
+    queryKey: ["reimbursements", "task-summary", "own", "reviewing"],
+    queryFn: () => fetchReimbursements({ status: "reviewing", page: 1, pageSize: 1, scope: "own" }),
+  });
+
   const proxyDelegationsQuery = useQuery({
     enabled: showProxyOwnerSelector,
     queryKey: ["delegations", "mine", "active"],
@@ -141,13 +249,13 @@ export function ReimbursementsPage() {
   });
 
   const templateOptionsQuery = useQuery({
-    enabled: canCreateExpense,
+    enabled: shouldLoadCreateOptions,
     queryKey: ["reimbursement-templates", "enabled", "create-menu"],
     queryFn: () => fetchReimbursementTemplates({ enabled: true }),
   });
 
   const linkableTravelRequestsQuery = useQuery({
-    enabled: canCreateExpense,
+    enabled: shouldLoadCreateOptions,
     queryKey: ["reimbursements", "linkable-travel-requests", proxyOwnerEmployeeId || me?.id || "self"],
     queryFn: () =>
       fetchLinkableTravelRequests({
@@ -187,10 +295,17 @@ export function ReimbursementsPage() {
   );
   const canShowBatchEntry =
     status === "reviewing" && scope === "all" && canApproveExpense && actionableItems.length > 0;
-  const showAdvancedTools = showLedgerTools || scope === "all" || batchMode || showProxyOwnerSelector;
   const selectedItems = actionableItems.filter((item) => selectedReimbursementIds.includes(item.id));
   const allActionableSelected =
     actionableItems.length > 0 && actionableItems.every((item) => selectedReimbursementIds.includes(item.id));
+  const taskSummaryTotalByStatus = {
+    rejected: rejectedSummaryQuery.data?.total,
+    draft: draftSummaryQuery.data?.total,
+    reviewing: reviewingSummaryQuery.data?.total,
+  } satisfies Record<(typeof REIMBURSEMENT_TASK_STATUS_OPTIONS)[number]["value"], number | undefined>;
+  const canShowCreateOptionsMenu =
+    canCreateExpense && shouldLoadCreateOptions && (templateOptions.length > 0 || linkableTravelRequests.length > 0);
+  const emptyState = resolveEmptyStateCopy(status);
 
   useEffect(() => {
     setSelectedReimbursementIds((current) => current.filter((id) => actionableIdSet.has(id)));
@@ -399,18 +514,6 @@ export function ReimbursementsPage() {
         </p>
       ) : null}
 
-      {templateOptionsQuery.isError ? (
-        <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
-          {resolveErrorMessage(templateOptionsQuery.error, "加载报销模板失败")}
-        </p>
-      ) : null}
-
-      {linkableTravelRequestsQuery.isError ? (
-        <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
-          {resolveErrorMessage(linkableTravelRequestsQuery.error, "加载可关联差旅申请失败")}
-        </p>
-      ) : null}
-
       {exportError ? (
         <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
           {exportError}
@@ -423,25 +526,65 @@ export function ReimbursementsPage() {
         </p>
       ) : null}
 
+      <section className="grid gap-3 md:grid-cols-3" aria-label="我的报销任务">
+        {REIMBURSEMENT_TASK_STATUS_OPTIONS.map((item) => {
+          const Icon = item.icon;
+          const count = taskSummaryTotalByStatus[item.value];
+          const active = status === item.value && scope === "own";
+          const displayCount = typeof count === "number" ? count : "-";
+
+          return (
+            <button
+              className={`card-std min-h-[124px] p-4 text-left transition hover:border-primary/40 hover:shadow-sm focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-primary-200 ${
+                active ? "border-primary/40 bg-primary/5" : ""
+              }`}
+              data-testid={`reimbursements-task-card-${item.value}`}
+              key={item.value}
+              onClick={() => setSearchParams({ status: item.value, page: "1", scope: "own" })}
+              type="button"
+            >
+              <div className="flex items-start justify-between gap-3">
+                <span className={`flex size-9 items-center justify-center rounded-lg border ${item.accentClass}`}>
+                  <Icon aria-hidden className="size-4" />
+                </span>
+                <ArrowRight aria-hidden className="mt-1 size-4 text-zinc-300" />
+              </div>
+              <div className="mt-4 flex items-end justify-between gap-3">
+                <div className="min-w-0">
+                  <div className="text-sm font-semibold text-zinc-900">{item.title}</div>
+                  <div className="mt-1 text-xs leading-5 text-zinc-500">
+                    {typeof count === "number" && count > 0 ? item.activeNote : item.idleNote}
+                  </div>
+                </div>
+                <div className="text-3xl font-semibold tabular-nums text-zinc-950">{displayCount}</div>
+              </div>
+            </button>
+          );
+        })}
+      </section>
+
       <FilterBar className="ops-command-bar space-y-3 !p-3 md:!p-3.5">
         <div className="ops-command-bar__row">
-          <Tabs
-            data-testid="reimbursements-status-tabs"
-            value={status}
-            onValueChange={(value) => setSearchParams({ status: value, page: "1", scope })}
-          >
-            <TabsList className="ops-command-bar__tabs !h-auto !justify-start !bg-slate-50">
-              {REIMBURSEMENT_STATUS_OPTIONS.map((item) => (
-                <TabsTrigger
-                  data-testid={`reimbursements-tab-${item.value}`}
-                  key={item.value}
-                  value={item.value}
-                >
-                  {item.label}
-                </TabsTrigger>
-              ))}
-            </TabsList>
-          </Tabs>
+          <div className="min-w-0 space-y-2">
+            <div className="text-xs font-semibold text-zinc-500">报销记录</div>
+            <Tabs
+              data-testid="reimbursements-status-tabs"
+              value={status}
+              onValueChange={(value) => setSearchParams({ status: value, page: "1", scope })}
+            >
+              <TabsList className="ops-command-bar__tabs !h-auto !justify-start !bg-slate-50">
+                {REIMBURSEMENT_STATUS_OPTIONS.map((item) => (
+                  <TabsTrigger
+                    data-testid={`reimbursements-tab-${item.value}`}
+                    key={item.value}
+                    value={item.value}
+                  >
+                    {item.label}
+                  </TabsTrigger>
+                ))}
+              </TabsList>
+            </Tabs>
+          </div>
 
           <div className="ops-command-bar__actions">
             {canApproveExpense ? (
@@ -455,14 +598,17 @@ export function ReimbursementsPage() {
                 待我处理
               </Button>
             ) : null}
-            <Button
-              size="sm"
-              variant={showAdvancedTools ? "default" : "secondary"}
-              onClick={() => setShowLedgerTools((current) => !current)}
-              type="button"
-            >
-              高级 / 台账
-            </Button>
+            {canShowLedgerEntry ? (
+              <Button
+                size="sm"
+                variant={showAdvancedTools ? "default" : "secondary"}
+                onClick={() => setShowLedgerTools((current) => !current)}
+                type="button"
+              >
+                <Wrench aria-hidden className="mr-1 size-4" />
+                台账工具
+              </Button>
+            ) : null}
           </div>
         </div>
 
@@ -506,7 +652,7 @@ export function ReimbursementsPage() {
                 </select>
               ) : null}
 
-              {canCreateExpense ? (
+              {canShowCreateOptionsMenu ? (
                 <DropdownMenu>
                   <DropdownMenuTrigger asChild>
                     <Button size="sm" variant="secondary" type="button">
@@ -517,9 +663,7 @@ export function ReimbursementsPage() {
                     <div className="px-2 py-1 text-[11px] font-semibold uppercase tracking-[0.18em] text-zinc-400">
                       从模板创建
                     </div>
-                    {templateOptionsQuery.isLoading ? (
-                      <DropdownMenuItem disabled>正在加载模板...</DropdownMenuItem>
-                    ) : templateOptions.length ? (
+                    {templateOptions.length ? (
                       templateOptions.map((template) => (
                         <DropdownMenuItem
                           key={template.id}
@@ -529,16 +673,14 @@ export function ReimbursementsPage() {
                         </DropdownMenuItem>
                       ))
                     ) : (
-                      <DropdownMenuItem disabled>暂无可用模板</DropdownMenuItem>
+                      <DropdownMenuItem disabled>当前无可用模板</DropdownMenuItem>
                     )}
 
                     <DropdownMenuSeparator />
                     <div className="px-2 py-1 text-[11px] font-semibold uppercase tracking-[0.18em] text-zinc-400">
                       关联差旅申请
                     </div>
-                    {linkableTravelRequestsQuery.isLoading ? (
-                      <DropdownMenuItem disabled>正在加载差旅申请...</DropdownMenuItem>
-                    ) : linkableTravelRequests.length ? (
+                    {linkableTravelRequests.length ? (
                       linkableTravelRequests.map((travelRequest) => (
                         <DropdownMenuItem
                           key={travelRequest.id}
@@ -548,7 +690,7 @@ export function ReimbursementsPage() {
                         </DropdownMenuItem>
                       ))
                     ) : (
-                      <DropdownMenuItem disabled>暂无可关联的差旅申请</DropdownMenuItem>
+                      <DropdownMenuItem disabled>当前无可关联申请</DropdownMenuItem>
                     )}
                   </DropdownMenuContent>
                 </DropdownMenu>
@@ -660,6 +802,7 @@ export function ReimbursementsPage() {
                 const actionLabel = ["draft", "rejected"].includes(item.status) ? "继续编辑" : "查看详情";
                 const displayCode = resolveReimbursementDisplayCode(item);
                 const canDeleteDraft = item.status === "draft" && canDeleteExpense;
+                const workflowHint = resolveWorkflowHint(item);
 
                 return (
                   <article
@@ -700,9 +843,9 @@ export function ReimbursementsPage() {
                       </div>
                     </div>
 
-                    {item.pendingWorkflow?.task?.id ? (
-                      <div className="rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-xs text-amber-700">
-                        待办：{item.pendingWorkflow.task.stepName}
+                    {workflowHint ? (
+                      <div className={`rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-xs ${workflowHint.className}`}>
+                        {workflowHint.label}
                       </div>
                     ) : null}
 
@@ -750,7 +893,19 @@ export function ReimbursementsPage() {
               })
             ) : (
               <div className="rounded-xl border border-dashed border-zinc-300 px-4 py-8 text-center text-sm text-zinc-500">
-                暂无数据
+                <div className="font-semibold text-zinc-900">{emptyState.title}</div>
+                <div className="mt-1 leading-6 text-zinc-500">{emptyState.description}</div>
+                {status === "draft" && canCreateExpense ? (
+                  <Button
+                    className="mt-3"
+                    disabled={createMutation.isPending}
+                    onClick={() => startCreateReimbursement()}
+                    size="sm"
+                    type="button"
+                  >
+                    {createMutation.isPending ? "创建中..." : "新建报销"}
+                  </Button>
+                ) : null}
               </div>
             )}
           </div>
@@ -776,6 +931,7 @@ export function ReimbursementsPage() {
                     );
                     const displayCode = resolveReimbursementDisplayCode(item);
                     const canDeleteDraft = item.status === "draft" && canDeleteExpense;
+                    const workflowHint = resolveWorkflowHint(item);
 
                     return (
                       <tr className="table-row" data-testid="reimbursement-row" key={item.id}>
@@ -800,9 +956,9 @@ export function ReimbursementsPage() {
                               项目：{item.project.projectNo} · {item.project.name}
                             </div>
                           ) : null}
-                          {item.pendingWorkflow?.task?.id ? (
-                            <div className="text-xs text-amber-700">
-                              待办：{item.pendingWorkflow.task.stepName}
+                          {workflowHint ? (
+                            <div className={`text-xs ${workflowHint.className}`}>
+                              {workflowHint.label}
                             </div>
                           ) : null}
                         </td>
@@ -869,7 +1025,21 @@ export function ReimbursementsPage() {
                 ) : (
                   <tr>
                     <td className="py-8 text-center text-sm text-zinc-500" colSpan={batchMode ? 7 : 6}>
-                      暂无数据
+                      <div className="mx-auto max-w-sm py-3">
+                        <div className="font-semibold text-zinc-900">{emptyState.title}</div>
+                        <div className="mt-1 leading-6 text-zinc-500">{emptyState.description}</div>
+                        {status === "draft" && canCreateExpense ? (
+                          <Button
+                            className="mt-3"
+                            disabled={createMutation.isPending}
+                            onClick={() => startCreateReimbursement()}
+                            size="sm"
+                            type="button"
+                          >
+                            {createMutation.isPending ? "创建中..." : "新建报销"}
+                          </Button>
+                        ) : null}
+                      </div>
                     </td>
                   </tr>
                 )}
@@ -983,7 +1153,6 @@ export function ReimbursementsPage() {
                     <div className="font-medium text-zinc-900">
                       {resolveReimbursementDisplayCode({ formNumber: item.formNumber, id: item.reimbursementId })}
                     </div>
-                    <div className="text-xs text-zinc-500">taskId: {item.taskId}</div>
                   </div>
                   <div className="text-sm font-medium text-zinc-700">
                     {formatBatchOutcome(batchResult.action, item.outcome)}

client/tests/e2e/announcements-presence.spec.ts

@@ -36,11 +36,9 @@ test("E2E 公告与团队状态：公告可见 + 今日状态更新 + Portal 汇
     await page.getByRole("button", { name: "保存状态" }).click();
     await expect(page.getByText("今日状态已更新")).toBeVisible({ timeout: 30_000 });
     await page.goto("/portal");
-    await page.locator("summary").filter({ hasText: "团队与通知" }).click();
-    await page.getByRole("tab", { name: "公告" }).click();
-    await expect(page.getByText(announcementTitle)).toBeVisible();
-    await page.locator("summary").filter({ hasText: "更多入口" }).click();
-    await expect(page.locator('[aria-label="portal-card-today_presence"]')).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+    await expect(page.getByText(announcementTitle)).not.toBeVisible();
 
     await logout(page, EMPLOYEE.name);
 
@@ -51,8 +49,8 @@ test("E2E 公告与团队状态：公告可见 + 今日状态更新 + Portal 汇
     await expect(page.getByRole("button", { name: "不在岗" })).toBeVisible();
 
     await page.goto("/portal");
-    await page.getByRole("tab", { name: "公告" }).click();
-    await expect(page.getByText(announcementTitle)).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.getByText(announcementTitle)).not.toBeVisible();
     await expect(page.getByTestId(TEST_IDS.topbar.profileTrigger)).toBeVisible();
   } finally {
     await adminClient.dispose();

client/tests/e2e/helpers/smokeAssertions.ts

@@ -24,7 +24,7 @@ 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 }).first()).toBeVisible();
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
 }
 
 export async function assertForbiddenPage(page: Page) {

client/tests/e2e/login-portal-ux.spec.ts

@@ -508,30 +508,17 @@ test("Portal 员工视角优先显示今日动作顺序", async ({ page }) => {
 
   await login(page, EMPLOYEE);
 
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-  await expect(page.getByText("当前焦点")).toBeVisible();
-  await expect(page.getByText("下一步")).toBeVisible();
-  await expect(page.getByRole("link", { name: "新建报销" })).toBeVisible();
-
-  await page.locator("summary").filter({ hasText: "更多入口" }).click();
-  const labels = await page.locator('[aria-label^="portal-card-"]').evaluateAll((nodes) =>
-    nodes.map((node) => node.getAttribute("aria-label")),
-  );
-  expect(labels.slice(0, 4)).toEqual([
-    "portal-card-my_todos",
-    "portal-card-today_presence",
-    "portal-card-my_weekly_report",
-    "portal-card-my_projects",
-  ]);
-
-  await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-  await page.locator("summary").filter({ hasText: "团队与通知" }).click();
-  await expect(page.getByRole("tab", { name: "公告" })).toBeVisible();
-  await expect(page.getByRole("heading", { name: "团队状态" })).toBeVisible();
-  await expect(page.getByRole("heading", { name: "通知" })).toBeVisible();
+  await expect(page.getByTestId("portal-work-summary")).toContainText("今天有 4 件待处理");
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /待办事项 4 条.*查看待办/ })).toBeVisible();
+  await expect(page.getByRole("link", { name: /本周周报待填写.*填写周报/ })).toBeVisible();
+  await expect(page.getByText("当前焦点")).not.toBeVisible();
+  await expect(page.getByText("下一步", { exact: true })).not.toBeVisible();
+  await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+  await expect(page.locator("summary").filter({ hasText: "更多入口" })).not.toBeVisible();
 });
 
-test("Portal 管理视角重排正确，更多入口默认折叠", async ({ page }) => {
+test("Portal 管理视角按角色分发待处理和团队卡点", async ({ page }) => {
   await mockPasswordLogin(page);
   await mockNavigation(page, "manager");
   await mockPortalHome(page, "manager");
@@ -541,26 +528,13 @@ test("Portal 管理视角重排正确，更多入口默认折叠", async ({ page
 
   await login(page, MANAGER);
 
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-  await expect(page.getByRole("link", { name: "处理待办" })).toBeVisible();
-
-  await page.locator("summary").filter({ hasText: "角色重点" }).click();
-  const labels = await page.locator('[aria-label^="portal-card-"]').evaluateAll((nodes) =>
-    nodes.map((node) => node.getAttribute("aria-label")),
-  );
-  expect(labels.slice(0, 4)).toEqual([
-    "portal-card-pending_approvals",
-    "portal-card-team_presence",
-    "portal-card-weekly_missing",
-    "portal-card-weekly_help",
-  ]);
-
-  await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-  await expect(page.getByText("试点观测摘要")).toBeVisible();
-  await expect(page.getByRole("link", { name: "采购申请" })).toBeVisible();
-  await expect(page.getByRole("link", { name: "差旅申请" })).not.toBeVisible();
-  await page.locator("summary").filter({ hasText: "更多" }).click();
-  await expect(page.getByRole("link", { name: "差旅申请" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /待我处理 3 条.*去处理/ })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "团队卡点" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /项目风险未关闭.*处理风险/ })).toBeVisible();
+  await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+  await expect(page.locator("summary").filter({ hasText: "角色重点" })).not.toBeVisible();
+  await expect(page.getByText("试点观测摘要")).not.toBeVisible();
 });
 
 test("Portal 新员工只显示轻量欢迎入口，不再显示快速上手清单", async ({ page }) => {
@@ -598,7 +572,7 @@ test("Portal 新员工只显示轻量欢迎入口，不再显示快速上手清
   await expect(page.getByText("完善个人资料")).not.toBeVisible();
   await expect(page.getByText("了解请假流程")).not.toBeVisible();
   await expect(page.getByText("查看通知中心")).not.toBeVisible();
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
 });
 
 test("个人设置默认只展示账号通知和企业微信，不展示权限 code", async ({ page }) => {
@@ -668,11 +642,11 @@ test("Portal bootstrap refresh 首次瞬时失败后重试成功仍保留登录
   await page.goto("/portal");
 
   await expect(page).toHaveURL(/\/portal/);
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
   expect(refreshAttempts).toBeGreaterThanOrEqual(2);
 });
 
-test("Portal 域管理角色也进入经理视图", async ({ page }) => {
+test("Portal 域管理角色也能看到团队卡点", async ({ page }) => {
   await mockPasswordLogin(page);
   await mockNavigation(page, "manager");
   await mockPortalHome(page, "manager");
@@ -682,14 +656,12 @@ test("Portal 域管理角色也进入经理视图", async ({ page }) => {
 
   await login(page, EMPLOYEE);
 
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-  await expect(page.locator("summary").filter({ hasText: "角色重点" })).toBeVisible();
-  await page.locator("summary").filter({ hasText: "角色重点" }).click();
-  await expect(page.locator('[aria-label="portal-card-pending_approvals"]')).toBeVisible();
-  await expect(page.locator('[aria-label="portal-card-team_presence"]')).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "团队卡点" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /未交周报/ })).toBeVisible();
 });
 
-test("Portal 系统摘要审计日志入口指向实际路由", async ({ page }) => {
+test("Portal 管理提醒正常时不显示空壳", async ({ page }) => {
   await mockPasswordLogin(page);
   await mockNavigation(page, "manager");
   await mockPortalHome(page, "manager");
@@ -699,9 +671,9 @@ test("Portal 系统摘要审计日志入口指向实际路由", async ({ page })
 
   await login(page, ADMIN);
 
-  await page.locator("summary").filter({ hasText: "角色重点" }).click();
-  await expect(page.getByRole("heading", { name: "系统管理" })).toBeVisible();
-  await expect(page.getByRole("link", { name: /审计日志.*查看/ })).toHaveAttribute("href", "/audit-logs");
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "管理提醒" })).not.toBeVisible();
+  await expect(page.getByText("管理员按需查看")).not.toBeVisible();
 });
 
 test("企微 WebView 下默认进入移动工作台", async ({ page }) => {

client/tests/e2e/manual/r70-trialrun-deep-assist.spec.ts

@@ -194,11 +194,9 @@ test("R70 深层自动辅助试运行：周报待办、公告团队状态、真
       await expect(page.getByText("今日状态已更新")).toBeVisible({ timeout: 30_000 });
 
       await page.goto("/portal");
-      await page.locator("summary").filter({ hasText: "团队与通知" }).click();
-      await page.getByRole("tab", { name: "公告" }).click();
-      await expect(page.getByText(announcementTitle)).toBeVisible({ timeout: 30_000 });
-      await page.locator("summary").filter({ hasText: "更多入口" }).click();
-      await expect(page.locator('[aria-label="portal-card-today_presence"]')).toBeVisible();
+      await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+      await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+      await expect(page.getByText(announcementTitle)).not.toBeVisible();
       return announcementTitle;
     });
 

client/tests/e2e/pc-core-workflow-visual-wave2.spec.ts

@@ -316,8 +316,8 @@ test("PC 核心工作流 Wave2 视觉截图", async ({ page }) => {
   await page.getByTestId("login-password").fill(visualUser.password);
   await page.getByTestId("login-submit").click();
   await expect(page).toHaveURL(/\/portal/);
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-  await expect(page.getByRole("link", { name: "处理待办" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /待我处理.*去处理/ })).toBeVisible();
   await capture(page, "02-portal");
 
   await page.goto("/reimbursements?status=reviewing&scope=all");

client/tests/e2e/r102-reimbursement-main-flow.spec.ts

@@ -320,6 +320,8 @@ test.describe("R102 reimbursement main flow", () => {
     await page.setViewportSize({ width: 1440, height: 960 });
     await page.goto("/reimbursements?status=draft");
 
+    await expect(page.getByTestId("reimbursements-task-card-draft")).toBeVisible();
+    await expect(page.getByRole("button", { name: "台账工具" })).toHaveCount(0);
     await expect(page.getByTestId("reimbursement-row").getByText(formNumber)).toBeVisible();
     await expect(page.getByText(reimbursementId)).toHaveCount(0);
 
@@ -328,7 +330,7 @@ test.describe("R102 reimbursement main flow", () => {
     await expect(page.getByTestId("action-confirm-dialog")).toContainText(formNumber);
     await page.getByTestId("action-confirm-submit").click();
     await expect(page.getByTestId("reimbursement-row")).toHaveCount(0);
-    await expect(page.getByRole("cell", { name: "暂无数据" })).toBeVisible();
+    await expect(page.getByTestId("reimbursements-table").getByText("还没有报销草稿")).toBeVisible();
   });
 
   test("详情页发票按当前简化流程添加并隐藏原始码值", async ({ page }) => {

client/tests/e2e/r105-pretrial-visual.spec.ts

@@ -120,7 +120,7 @@ test.describe("R105 pretrial visual acceptance", () => {
     await loginLiveUser(page, "employee");
 
     await page.goto("/portal");
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
     await expectNoLegacyDesignCopy(page);
     await page.screenshot({ path: screenshotPath("desktop-portal.png"), fullPage: true });
 

client/tests/e2e/system-action-confirmation.spec.ts

@@ -290,7 +290,7 @@ test.describe("R7E 全站高风险操作二次确认", () => {
     await page.getByTestId("action-confirm-submit").click();
     await expect.poll(() => calls.deleteReimbursement).toBe(1);
 
-    await page.getByRole("button", { name: "高级 / 台账" }).click();
+    await page.getByRole("button", { name: "台账工具" }).click();
     await page.getByTestId("reimbursements-export").click();
     await page.getByTestId("reimbursements-export-csv").click();
     await expect(page.getByTestId("action-confirm-dialog")).toContainText("导出文件可能包含业务或个人信息");

client/tests/e2e/visual-portal.spec.ts

@@ -1,58 +1,226 @@
+import { mkdirSync } from "node:fs";
+import path from "node:path";
 import { expect, test, type Page, type TestInfo } from "@playwright/test";
 
-import { EMPLOYEE, FINANCE, login, logout, type E2EUser } from "./helpers/auth";
+import { EMPLOYEE, FINANCE, login, type E2EUser } from "./helpers/auth";
 
 const ADMIN: E2EUser = {
   identifier: "[email protected]",
   password: "AdminPassword1234",
   name: "Admin",
 };
+const SCREENSHOT_DIR = path.resolve(process.cwd(), "../output/playwright/portal-task-first-redesign");
 
 async function attachScreenshot(page: Page, testInfo: TestInfo, name: string) {
+  mkdirSync(SCREENSHOT_DIR, { recursive: true });
+  const body = await page.screenshot({ path: path.join(SCREENSHOT_DIR, name), fullPage: true });
   await testInfo.attach(name, {
-    body: await page.screenshot({ fullPage: true }),
+    body,
     contentType: "image/png",
   });
 }
 
+function envelope<T>(data: T) {
+  return { requestId: "visual-portal", data };
+}
+
+function portalPayload(mode: "employee" | "admin" | "finance") {
+  const base = {
+    workspace: { id: "workspace-visual", persisted: true, profile: "small_team_internal" },
+    greeting: { name: mode === "employee" ? "Employee" : mode === "finance" ? "Finance" : "Admin" },
+    myApplications: [{ domain: "reimbursement", count: 1, href: "/reimbursements" }],
+    riskSummary: null,
+    announcements: [],
+    quickLinks: [],
+    todayPresence: null,
+    weeklyReport: null,
+    recentActivities: [],
+    teamStatusBoard: [],
+  };
+
+  if (mode === "finance") {
+    return {
+      ...base,
+      cards: [],
+      pendingTasks: { count: 1, href: "/workflow/tasks" },
+      teamPresence: null,
+      weeklySummary: null,
+      todoSummary: { openCount: 0, highPriorityCount: 0, href: "/todos" },
+      projectSummary: null,
+      peopleLifecycle: null,
+      roleCapabilities: {
+        canSubmitApplications: true,
+        canApproveTasks: true,
+        canUseFinance: true,
+        canManageSystem: false,
+        canViewTeam: true,
+        isAdminOnly: false,
+      },
+      financeSummary: { pendingBatchCount: 2, failedItemCount: 1, riskCount: 1, paymentBatchEnabled: true, href: "/ap-operations" },
+      adoptionSummary: null,
+    };
+  }
+
+  if (mode === "admin") {
+    return {
+      ...base,
+      cards: [],
+      pendingTasks: { count: 0, href: "/workflow/tasks" },
+      teamPresence: { date: "2026-05-29", href: "/team", office: 6, remote: 1, out: 0, travel: 0, leave: 0, unspecified: 1, total: 8 },
+      weeklySummary: { weekStart: "2026-05-25", submittedCount: 6, missingCount: 2, needsHelpCount: 0, href: "/weekly-reports" },
+      todoSummary: { openCount: 0, highPriorityCount: 0, href: "/todos" },
+      projectSummary: { myCount: 3, overdueMilestonesCount: 1, highPriorityTaskCount: 0, openRiskCount: 0, followUpDueTodayCount: 0, closurePendingProjectCount: 0, href: "/projects" },
+      peopleLifecycle: { onboardingCount: 0, offboardingCount: 0, assetReturnPendingCount: 0, href: "/people" },
+      roleCapabilities: {
+        canSubmitApplications: false,
+        canApproveTasks: false,
+        canUseFinance: false,
+        canManageSystem: true,
+        canViewTeam: true,
+        isAdminOnly: true,
+      },
+      financeSummary: null,
+      adoptionSummary: { activeEmployeeCount: 8, login7dCount: 8, weeklySubmittedCount: 6, weeklyMissingCount: 2, presenceUpdatedCount: 7, presenceMissingCount: 1, announcementCount: 0, login7dRate: 100, weeklySubmissionRate: 75, presenceCoverageRate: 87.5, hints: ["本周仍有 2 人未提交周报"] },
+    };
+  }
+
+  return {
+    ...base,
+    cards: [],
+    pendingTasks: { count: 0, href: "/workflow/tasks" },
+    teamPresence: null,
+    weeklySummary: null,
+    todoSummary: { openCount: 2, highPriorityCount: 1, href: "/todos" },
+    projectSummary: { myCount: 2, overdueMilestonesCount: 0, highPriorityTaskCount: 1, openRiskCount: 0, followUpDueTodayCount: 0, closurePendingProjectCount: 0, href: "/projects" },
+    peopleLifecycle: null,
+    roleCapabilities: {
+      canSubmitApplications: true,
+      canApproveTasks: false,
+      canUseFinance: false,
+      canManageSystem: false,
+      canViewTeam: false,
+      isAdminOnly: false,
+    },
+    financeSummary: null,
+    adoptionSummary: null,
+    weeklyReport: { weekStart: "2026-05-25", status: "draft", needsHelp: false, href: "/weekly-reports" },
+  };
+}
+
+async function mockVisualPortal(page: Page, mode: "employee" | "admin" | "finance") {
+  await page.addInitScript(() => {
+    window.localStorage.removeItem("hyb_oa_show_welcome");
+    window.localStorage.removeItem("hyb_oa_onboarding_active");
+    window.localStorage.removeItem("hyb_oa_getting_started_dismissed");
+  });
+
+  await page.route((url) => url.pathname.startsWith("/api/"), async (route) => {
+    const pathName = new URL(route.request().url()).pathname;
+
+    if (pathName === "/api/auth/capabilities") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({ emailDelivery: { ready: true, statusReasons: [] }, emailLoginCode: { enabled: true }, passwordReset: { enabled: true } })) });
+      return;
+    }
+    if (pathName === "/api/auth/sso/providers") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope([])) });
+      return;
+    }
+    if (pathName === "/api/auth/wecom/config") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({ enabled: false, entryEnabled: false, oauthEnabled: false, corpId: "", agentId: "", loginUrl: null, bindEnabled: false, defaultReturnTo: "/portal", status: "disabled", statusReasons: [] })) });
+      return;
+    }
+    if (pathName === "/api/auth/login") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({ accessToken: "visual-token", expiresIn: 900 })) });
+      return;
+    }
+    if (pathName === "/api/me") {
+      await route.fulfill({
+        status: 200,
+        contentType: "application/json",
+        body: JSON.stringify(envelope({
+          id: `visual-${mode}`,
+          employeeNo: "VISUAL",
+          name: mode === "employee" ? "Employee" : mode === "finance" ? "Finance" : "Admin",
+          email: `${mode}@hyinda.com`,
+          roleCodes: mode === "employee" ? ["employee"] : mode === "finance" ? ["finance"] : ["admin"],
+          notificationPushEnabled: true,
+          profileCompleteness: { hasEmergencyContact: true, hasBankAccount: true, hasAvatar: false, hasIdNumber: false, score: 50 },
+          wecomBinding: null,
+        })),
+      });
+      return;
+    }
+    if (pathName === "/api/system/navigation") {
+      await route.fulfill({
+        status: 200,
+        contentType: "application/json",
+        body: JSON.stringify(envelope({
+          workspace: { id: "workspace-visual", persisted: true, profile: "small_team_internal" },
+          sections: {
+            main: [
+              { 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 },
+            ],
+            admin: [],
+            backup: [],
+          },
+          recommendedRolePresets: [],
+        })),
+      });
+      return;
+    }
+    if (pathName === "/api/notifications") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({ page: 1, pageSize: 1, total: 0, unreadOnly: true, unreadCount: 0, items: [] })) });
+      return;
+    }
+    if (pathName === "/api/portal/home") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope(portalPayload(mode))) });
+      return;
+    }
+
+    await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({})) });
+  });
+}
+
 test.describe("visual portal", () => {
   test("员工 Portal 视觉基线", async ({ page }, testInfo) => {
+    await mockVisualPortal(page, "employee");
     await page.setViewportSize({ width: 1440, height: 1200 });
     await login(page, EMPLOYEE);
 
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-    await expect(page.getByText("当前焦点")).toBeVisible();
-    await expect(page.getByText("下一步")).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "更多入口" })).toBeVisible();
+    await expect(page.getByTestId("portal-work-summary")).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.getByText("当前焦点")).not.toBeVisible();
+    await expect(page.getByText("下一步", { exact: true })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
 
     await attachScreenshot(page, testInfo, "portal-employee.png");
   });
 
   test("管理员 Portal 视觉基线", async ({ page }, testInfo) => {
+    await mockVisualPortal(page, "admin");
     await page.setViewportSize({ width: 1440, height: 1200 });
     await login(page, ADMIN);
 
     await expect(page.locator('[aria-label="portal-card-pending_approvals"]')).toHaveCount(0);
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-    await expect(page.getByText("下一步")).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "角色重点" })).toBeVisible();
-    await expect(page.getByText("试点观测摘要")).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.getByText("下一步", { exact: true })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "角色重点" })).not.toBeVisible();
+    await expect(page.getByText("试点观测摘要")).not.toBeVisible();
 
     await attachScreenshot(page, testInfo, "portal-admin.png");
-    await logout(page, ADMIN.name);
   });
 
   test("财务 Portal 显示财务待处理入口", async ({ page }, testInfo) => {
+    await mockVisualPortal(page, "finance");
     await page.setViewportSize({ width: 1440, height: 1200 });
     await login(page, FINANCE);
 
-    await expect(page.getByText("财务工作台")).toBeVisible();
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "角色重点" })).toBeVisible();
+    await expect(page.getByTestId("portal-work-summary")).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "角色重点" })).not.toBeVisible();
 
     await attachScreenshot(page, testInfo, "portal-finance.png");
-    await logout(page, FINANCE.name);
   });
 });

client/tests/e2e/visual-shell.spec.ts

@@ -333,16 +333,16 @@ test.describe("visual shell", () => {
     await page.setViewportSize({ width: 1440, height: 1024 });
     await loginVisualUser(page);
 
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-    await expect(page.getByText("下一步")).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: /角色重点|更多入口/ })).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.getByText("下一步", { exact: true })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: /角色重点|更多入口/ })).not.toBeVisible();
     await attachScreenshot(page, testInfo, "pc-portal-wave1.png");
 
     await page.goto("/reimbursements");
     await expect(page.getByRole("heading", { name: "我的报销" })).toBeVisible();
     await expect(page.getByTestId("reimbursements-create")).toBeVisible();
-    await expect(page.getByRole("button", { name: "高级 / 台账" })).toBeVisible();
+    await expect(page.getByRole("button", { name: "台账工具" })).toBeVisible();
     await expect(page.getByTestId("reimbursements-export")).not.toBeVisible();
     await expect(page.getByTestId("reimbursements-status-tabs")).toBeVisible();
     await expect(page.getByTestId("reimbursements-table")).toBeVisible();

docs/产品设计规则.md

@@ -46,6 +46,9 @@ 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
 - 同一业务对象在同一区域只展示一次主标识；同一状态在同一区域只展示一次。
 - 通知中心是事件收件箱，不是待办列表或进度页副本；通知点击应直达业务详情、审批任务或可解释的失败提示。
 - 首页只做工作台摘要，不重复完整待办列表、通知列表和进度列表。
+- 首页首屏优先展示 `今日待处理`：覆盖所有需要当前用户行动的事项，例如待审批、待补材料、待付款/待复核、票据异常、配置缺口和明确分配给当前用户的团队动作；普通通知、已完成进度、只读动态和低频管理入口不算待处理。
+- 首页不使用常驻欢迎大卡片、说明型折叠区或入口集合。首屏应使用紧凑状态摘要、可行动事项列表和条件出现的 `团队卡点` / `管理提醒` / `我的进度`，没有真实数据的区域不显示。
+- `报销进度`、团队公告、试运行观测等不作为首页固定按钮或固定模块；只有存在可靠状态、真实阻塞或异常时才出现。
 - 首页不承担常驻新手教学职责；首次欢迎提示只做一次性、可关闭的常用业务入口，最多 3 个，不放个人设置、通知中心或“了解流程”这类说明型入口。
 - 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。