diff --git a/.trellis/spec/hyb-oa/frontend-react-vite-design.md b/.trellis/spec/hyb-oa/frontend-react-vite-design.md
index 82fa7b97..cd938f09 100644
--- a/.trellis/spec/hyb-oa/frontend-react-vite-design.md
+++ b/.trellis/spec/hyb-oa/frontend-react-vite-design.md
@@ -280,8 +280,9 @@ pages must pick one primary template before implementation:
 - `业务台账列表`: reimbursement, contracts, projects, payments, AP and invoices.
   Page-header primary action, command bar, list/table body and folded ledger
   tools.
-- `主从工作台`: procurement, assets and inventory checks. Left/index list plus
-  right/current-object detail and actions.
+- `主从工作台`: only for true task execution after an explicit user selection,
+  such as an inventory-check task that has been opened. It is not the default
+  first screen for procurement, assets, payments, AP or invoices.
 - `详情工作区`: reimbursement detail, workflow task detail, project detail and
   future contract detail. Overview, facts/evidence, right-side summary/command
   panel and history.
@@ -297,9 +298,11 @@ pages must pick one primary template before implementation:
 - Mobile is the responsive expression of these templates: top status/focus,
   card list or sectioned detail, bottom primary action. Do not create a PC shell
   inside mobile routes.
-- B-class business pages should usually choose `业务台账列表` or `主从工作台`.
-  Use a ledger when records open into details; use master-detail when users
-  select one object and edit/process it in the same workspace.
+- B-class business pages should usually choose `业务台账列表`. Procurement,
+  assets, payments, AP and invoices must start as a list and open details only
+  through an explicit row action, `?id=` detail mode, drawer or detail route.
+  Use `主从工作台` only for explicit execution tasks, and never auto-select the
+  first item merely to fill a detail column.
 - A-class task pages must not drift into configuration surfaces. C-class
   configuration pages must not appear as ordinary employee task pages.
 
diff --git a/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/check.jsonl b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/check.jsonl
new file mode 100644
index 00000000..317351f6
--- /dev/null
+++ b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/check.jsonl
@@ -0,0 +1,3 @@
+{"file":".trellis/spec/hyb-oa/frontend-react-vite-design.md","reason":"检查业务台账是否保持单列列表、显式详情和紧凑筛选。"}
+{"file":".trellis/spec/hyb-oa/deployment-trialrun.md","reason":"部署、公网复检和可测试告知边界。"}
+{"file":".trellis/spec/hyb-oa/project-governance.md","reason":"检查 Trellis task、提交、验证和交付流程是否闭环。"}
diff --git a/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/implement.jsonl b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/implement.jsonl
new file mode 100644
index 00000000..a2a4f1ef
--- /dev/null
+++ b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/implement.jsonl
@@ -0,0 +1,3 @@
+{"file":".trellis/spec/hyb-oa/frontend-react-vite-design.md","reason":"业务台账首屏、成熟企业页面基线、按钮命名和详情页布局约束。"}
+{"file":".trellis/spec/hyb-oa/project-governance.md","reason":"Trellis task、提交、验证和 solo developer 工作流约束。"}
+{"file":".trellis/spec/hyb-oa/deployment-trialrun.md","reason":"公网部署、公网检查和可测试告知边界。"}
diff --git a/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/implement.md b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/implement.md
new file mode 100644
index 00000000..267f9a4f
--- /dev/null
+++ b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/implement.md
@@ -0,0 +1,14 @@
+# 实施说明
+
+## 页面策略
+
+- 业务台账首屏统一为单列列表：付款、资产、采购、票据、应付账款、报销和项目不得默认渲染详情区。
+- 详情必须由用户显式进入：使用 `?id=`、详情路由或行级 `查看详情`，不自动选择第一条记录。
+- `台账工具` 固定为页头右侧入口，展开后占据列表上方全宽区域，不作为左侧栏或右侧提示栏。
+- 状态摘要使用紧凑 chips/tabs/counts，去掉普通工作流解释句和大型状态卡。
+
+## 风险控制
+
+- 不改后端 API、权限校验、审批状态机和付款执行语义。
+- 旧 E2E 按新交互同步：票据上传/绑定先打开 `台账工具`，付款执行进入批次详情。
+- 资产盘点保留执行页例外，但首屏不自动选择盘点任务。
diff --git a/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/prd.md b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/prd.md
new file mode 100644
index 00000000..5c06d08b
--- /dev/null
+++ b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/prd.md
@@ -0,0 +1,185 @@
+# 修正业务台账首屏布局一致性
+
+## Goal
+
+修正用户指出的台账统一规则漏改问题，并扩展为所有业务台账页一致性审查。统一采用成熟企业系统常见的列表边界：首屏只做查找、筛选、状态判断和进入详情；详情通过显式入口进入独立详情/编辑视图；台账工具在页头右侧触发并展开为列表上方的工具区，不挤压列表，不在首屏默认塞入详情工作台。
+
+## What I already know
+
+- 用户明确反馈：
+  - `付款` 还没按统一规则改。
+  - 台账虽然是列表，但详情在列表下面，仍然不一致。
+  - `台账工具` 还在左侧，和其他页面操作区域不一致。
+  - 需要继续检查其他页面，避免只修局部后同类问题继续存在。
+- 已确认的统一规则：
+  - 业务台账首屏统一为单列列表。
+  - 不默认左列表/右详情，不自动选中第一条记录。
+  - 不在列表下方自动展开详情。
+  - 状态摘要用 Tab/Chip/counts，不使用大状态卡片。
+  - `台账工具` 属于页头右侧操作，低频工具展开在列表上方或独立面板，不作为左侧栏。
+  - 详情页采用独立详情工作区：PC 顶部摘要、中部事实/证据/明细、右侧或顶部动作区；移动端单列。
+- 已定位代码：
+  - `client/src/pages/PaymentBatchesPage.tsx`
+    - 仍有 `WorkspaceHeader` 副标题解释文案。
+    - 仍有 `finance-status-strip` 五张大指标卡。
+    - `selectedBatch` 默认回退到 `batches[0]`，会自动选中首条。
+    - `useEffect` 自动写入 `?id=`。
+    - 主体为 `xl:grid-cols-[340px,minmax(0,1fr)]` 的左列表/右详情。
+  - `client/src/pages/AssetRegistryPage.tsx`
+    - `showLedgerTools` 时使用 `xl:grid-cols-[380px,minmax(0,1fr)]`，台账工具成为左侧列。
+    - 点击资产行后保持列表并在下方直接渲染详情/编辑区。
+    - 详情仍依赖 `selectedAssetId || isCreatingAsset` 在列表页面下方展开。
+  - `client/src/pages/PurchaseRequestsPage.tsx`
+    - 仍有 `selectedId`、`?id`、行高亮和列表下方详情区。
+    - `id` 模式仍像内嵌详情，不像独立详情工作区。
+  - `client/src/pages/InvoicePoolPage.tsx`
+    - 会在列表数据返回后自动选中第一张票据。
+    - 仍有页头解释性副标题和五张大状态卡。
+    - 列表后默认渲染 `InvoiceDetailPanel`。
+  - `client/src/pages/InventoryChecksPage.tsx`
+    - 资产盘点是任务执行页而非普通台账，但当前使用大状态卡、左侧新建/列表、右侧详情执行工作台，并自动选中第一条盘点任务。
+    - 本轮需要判断是否按“资产执行页例外”处理，至少不能混入普通资产台账首屏。
+  - 已初步检查但不作为主要改造目标：
+    - `client/src/pages/ReimbursementsPage.tsx`：当前更接近列表优先，详情走独立路由。
+    - `client/src/pages/ContractsRegistryPage.tsx`：台账工具位于上方，但新建/编辑仍在列表前方，需做防回退和局部降噪检查。
+    - `client/src/pages/ProjectsPage.tsx`：项目详情走独立路由，台账工具位于上方；工具区内有低频查看侧块，需做一致性检查。
+    - `client/src/pages/ApOperationsPage.tsx`：应付账款是财务操作页，采用 tabs/list 和上方工具；`财务台账` tab 默认筛选较多，需检查是否压缩到常用筛选/台账工具。
+
+## Assumptions
+
+- `付款`、`资产`、`采购`、`票据` 都是业务台账列表，不是双列工作台。
+- `资产`、`采购`、`票据` 的详情/编辑表单可以继续复用现有组件代码，但显示方式改为独立视图，不再压在列表下方。
+- `盘点任务` 可以保留执行页属性，但不能影响普通资产台账；如果保留主从工作台，也必须在 PRD/规范中明确它是任务执行页例外，而不是业务台账默认形态。
+- 本轮只修 PC 台账一致性；移动资产扫码/移动页面不改业务流程。
+- 付款批次主链路测试需要同步更新：创建批次后进入详情视图，详情里的复核、回单、执行操作继续可用。
+
+## Proposed Plan
+
+1. 全量页面归类：
+   - 业务台账页：`报销`、`采购`、`合同台账`、`项目`、`资产`、`付款`、`应付账款`、`票据`。
+   - 必改页面：`付款`、`资产`、`采购`、`票据`。
+   - 防回退检查页面：`报销`、`合同台账`、`项目`、`应付账款`。
+   - 例外/单独判断页面：`资产盘点` 是任务执行页；`请假记录`、`考勤` 是企业微信边界页；管理配置页不套普通台账首屏规则。
+2. `付款` 页面：
+   - 去掉页头解释性副标题。
+   - 去掉五张大状态卡，改为列表上方紧凑 Tab/Chip：`全部`、`待复核`、`待付款`、`待补回单`、`异常`。
+   - 首屏只显示批次列表表格/卡片，列包含批次、实体/金额、状态/复核、回单、操作。
+   - 不自动选中首条，不自动写入 `?id=`。
+   - 行操作使用 `查看详情`；可保留低风险快捷动作，但优先详情页处理。
+   - `?id=<batchId>` 时显示独立付款批次详情视图，不再同时显示左列表。
+   - `台账工具` 仍为页头右侧按钮；展开时显示在列表上方全宽工具区。
+3. `资产` 页面：
+   - `台账工具` 展开为页头下方全宽工具区，不再作为左侧列。
+   - 首屏只显示筛选 + 资产列表；点击行进入 `?id=<assetId>` 的独立资产详情/编辑视图，不在列表下方展开。
+   - `新建资产卡片` 进入独立创建视图，创建完成后进入该资产详情。
+   - 列表页增加右侧操作列 `查看详情`，保持行点击可用但不高亮当前行。
+4. `采购` 页面：
+   - `/purchase-requests` 首屏只显示筛选 + 采购申请列表。
+   - `?id=<purchaseRequestId>` 改为独立详情/编辑视图，不在列表下方继续展示详情。
+   - 行操作统一为 `查看详情`、`继续编辑`、`查看进度` 等常规动作，审批动作仍进入统一待办/审批详情。
+   - 台账工具仅承接创建、导出、归档/ERP 等低频能力，不作为第二个主体区域。
+5. `票据` 页面：
+   - `/invoice-pool` 不自动选中第一张票据。
+   - 去掉页头解释性副标题和五张大状态卡，改为紧凑状态 tabs/chips。
+   - 列表首屏只显示票据列表、识别/绑定状态和操作；详情通过显式 `查看详情` 打开独立详情视图或抽屉。
+6. `资产盘点` 页面：
+   - 先审查并明确页面模板：若作为资产执行页例外保留主从结构，需要在规范中写清“任务执行页例外”；否则改为盘点任务列表 + 独立盘点详情。
+   - 至少去掉默认自动选中和首屏大段解释文案，避免被误认为普通业务台账模板。
+7. 防回退检查：
+   - `报销`、`合同台账`、`项目`、`应付账款` 保持列表优先、上方工具、详情显式进入。
+   - 若发现同类内嵌详情、默认选中、左侧工具挤压列表或多行默认筛选，纳入同一轮修正。
+8. 测试同步：
+   - 更新付款批次、资产、采购、票据、视觉一致性相关断言，明确首屏不显示详情面板。
+   - 保持付款批次主链路仍能创建、复核、上传回单、执行。
+9. 验证与发布：
+   - `cd client && npm run typecheck && npm run build`
+   - 聚焦 Playwright：付款、资产、采购、票据、财务视觉、跨页面一致性。
+   - 通过后提交、部署、公网复检。
+
+## Scope
+
+- 前端页面：付款、资产、采购、票据、资产盘点、应付账款、项目、报销。
+- 测试：同步受布局变更影响的票据、付款、跨页面一致性、移动票据和高风险动作确认 E2E。
+- 规范：沉淀业务台账首屏为单列列表、详情显式进入、台账工具页头右侧展开的统一规则。
+- 不触碰后端 API、权限模型、审批状态机、付款执行语义和企业微信边界。
+
+## Test Plan
+
+- `cd client && npm run typecheck`
+- `cd client && npm run build`
+- `npx playwright test tests/e2e/pc-finance-admin-visual-wave4.spec.ts tests/e2e/r103-cross-page-ui-consistency.spec.ts tests/e2e/r92-mobile-invoice-usability.spec.ts --workers=1 --reporter=list`
+- `npx playwright test tests/e2e/r102-reimbursement-main-flow.spec.ts --workers=1 --reporter=list`
+- `npx playwright test tests/e2e/system-action-confirmation.spec.ts --workers=1 --reporter=list`
+- `git diff --check`
+- `python3 ./.trellis/scripts/task.py validate 05-30-fix-payment-ledger-layout-consistency`
+- `node scripts/qa/check-trellis-governance.mjs`
+
+## Requirements
+
+- 付款列表首屏不得出现 `payment-batch-detail-panel`、`payment-batch-receipt-panel` 或批次项详情。
+- 付款首屏不得出现五张 `finance-metric-card` 大状态卡。
+- 付款首屏不得自动选择第一条批次。
+- 资产列表首屏不得出现资产详情/编辑表单。
+- 资产 `台账工具` 打开后不得作为左侧栏挤压列表；应位于列表上方或作为弹层/抽屉。
+- 采购列表首屏不得在列表下方渲染采购详情/编辑区。
+- 票据列表首屏不得自动选择第一张票据，不得默认渲染票据详情面板。
+- 业务台账首屏不得使用左列表/右详情、左工具/右列表或列表下方详情作为默认形态。
+- 业务台账首屏不得使用解释普通工作流的大段副标题、提示卡或说明句。
+- 业务台账默认筛选应控制在一行常用项；高级筛选、导出、批量、统计、测试数据进入 `台账工具` 或高级筛选区。
+- 所有台账工具按钮位置保持页头右侧。
+- 不改变付款、资产、采购、票据的后端 API、权限模型和业务状态机。
+
+## Acceptance Criteria
+
+- [ ] `/payment-batches` 首屏为单列列表，未带 `id` 时不渲染付款详情。
+- [ ] `/payment-batches?id=...` 为独立付款详情/处理视图，操作仍可复核、上传回单、执行。
+- [ ] `/assets` 首屏为单列资产列表，未带 `id` 时不渲染资产详情。
+- [ ] `/assets?id=...` 为独立资产详情/编辑视图。
+- [ ] `/purchase-requests` 首屏为单列采购列表，未带 `id` 时不渲染采购详情/编辑区。
+- [ ] `/purchase-requests?id=...` 为独立采购详情/编辑视图。
+- [ ] `/invoice-pool` 首屏为单列票据列表，未带 `id` 时不渲染票据详情。
+- [ ] `/invoice-pool?id=...` 或显式详情入口为独立票据详情视图/抽屉，不自动选择第一条。
+- [ ] `台账工具` 在付款、资产页面均为页头右侧入口，展开后不变成左侧栏。
+- [ ] `报销`、`合同台账`、`项目`、`应付账款` 经检查无默认内嵌详情、默认选中第一条、左侧工具挤压列表或多行默认筛选的回退。
+- [ ] `资产盘点` 的页面模板和例外口径明确，不误导为普通业务台账默认样式。
+- [ ] 相关 E2E 和构建通过。
+- [ ] 部署并公网复检通过后再告知可线上测试。
+
+## Out of Scope
+
+- 不改付款、资产、采购、票据后端模型。
+- 不新增付款审批/支付能力。
+- 不改企业微信、考勤、请假边界。
+- 不重做所有详情页视觉，只处理台账首屏与详情入口一致性。
+- 不把管理配置页、审计排障页强行改成普通业务台账页。
+
+## Technical Notes
+
+- 相关规范：
+  - `.trellis/spec/hyb-oa/frontend-react-vite-design.md`
+  - `.trellis/spec/hyb-oa/project-governance.md`
+- 相关页面：
+  - `client/src/pages/PaymentBatchesPage.tsx`
+  - `client/src/pages/AssetRegistryPage.tsx`
+  - `client/src/pages/PurchaseRequestsPage.tsx`
+  - `client/src/pages/InvoicePoolPage.tsx`
+  - `client/src/pages/InventoryChecksPage.tsx`
+  - `client/src/pages/ReimbursementsPage.tsx`
+  - `client/src/pages/ContractsRegistryPage.tsx`
+  - `client/src/pages/ProjectsPage.tsx`
+  - `client/src/pages/ApOperationsPage.tsx`
+- 相关测试候选：
+  - `client/tests/e2e/main-flow.spec.ts`
+  - `client/tests/e2e/reimbursement-payment-batch-flow.spec.ts`
+  - `client/tests/e2e/assets-flow.spec.ts`
+  - `client/tests/e2e/purchase-requests*.spec.ts`
+  - `client/tests/e2e/*invoice*.spec.ts`
+  - `client/tests/e2e/pc-finance-admin-visual-wave4.spec.ts`
+  - `client/tests/e2e/r103-cross-page-ui-consistency.spec.ts`
+
+## Definition of Done
+
+- 代码、测试、规范/任务文档保持一致。
+- 本地构建和聚焦 E2E 通过。
+- 提交中文 commit，包含 Trellis task 名称。
+- 公网部署和复检通过后，才告知用户可以看线上效果。
diff --git a/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/task.json b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/task.json
new file mode 100644
index 00000000..ad7397fe
--- /dev/null
+++ b/.trellis/tasks/05-30-fix-payment-ledger-layout-consistency/task.json
@@ -0,0 +1,34 @@
+{
+  "id": "fix-payment-ledger-layout-consistency",
+  "name": "fix-payment-ledger-layout-consistency",
+  "title": "修正付款与台账详情布局一致性",
+  "description": "统一业务台账首屏为单列列表，修正付款、资产、采购、票据、应付账款等页面默认详情和工具区不一致问题。",
+  "status": "in_progress",
+  "dev_type": "frontend",
+  "scope": "client,docs,trellis-spec",
+  "package": "hyb-oa",
+  "priority": "P2",
+  "creator": "shunli",
+  "assignee": "shunli",
+  "createdAt": "2026-05-30",
+  "completedAt": null,
+  "branch": null,
+  "base_branch": "main",
+  "worktree_path": null,
+  "commit": null,
+  "pr_url": null,
+  "subtasks": [],
+  "children": [],
+  "parent": null,
+  "relatedFiles": [
+    "client/src/pages/PaymentBatchesPage.tsx",
+    "client/src/pages/AssetRegistryPage.tsx",
+    "client/src/pages/PurchaseRequestsPage.tsx",
+    "client/src/pages/InvoicePoolPage.tsx",
+    "client/src/pages/ApOperationsPage.tsx",
+    ".trellis/spec/hyb-oa/frontend-react-vite-design.md",
+    "docs/产品设计规则.md"
+  ],
+  "notes": "",
+  "meta": {}
+}
diff --git a/client/src/pages/ApOperationsPage.tsx b/client/src/pages/ApOperationsPage.tsx
index 0bdb1fd9..1e1fa105 100644
--- a/client/src/pages/ApOperationsPage.tsx
+++ b/client/src/pages/ApOperationsPage.tsx
@@ -259,6 +259,7 @@ export function ApOperationsPage() {
   const [ledgerSearch, setLedgerSearch] = useState("");
   const [ledgerPage, setLedgerPage] = useState(1);
   const [showLedgerTools, setShowLedgerTools] = useState(false);
+  const [showLedgerAdvancedFilters, setShowLedgerAdvancedFilters] = useState(false);
 
   const [reviewTarget, setReviewTarget] = useState<PaymentBatch | null>(null);
   const [reviewComment, setReviewComment] = useState("");
@@ -384,6 +385,7 @@ export function ApOperationsPage() {
       }),
     [openRiskFlags, riskBucket],
   );
+  const hasLedgerAdvancedFilters = Boolean(ledgerInvoiceStatus !== "all" || ledgerDateFrom || ledgerDateTo);
 
   const failedDetailItem = useMemo(() => {
     if (!failedDetailTarget) {
@@ -666,108 +668,123 @@ export function ApOperationsPage() {
           </TabsList>
 
           <TabsContent value="ledger" className="mt-6 space-y-4">
-            <div className="finance-command-panel grid gap-3 !p-3 md:grid-cols-6">
-              <div className="space-y-2">
-                <div className="text-sm font-medium text-zinc-700">审批状态</div>
-                <select
-                  className="select-std"
-                  value={ledgerStatus}
-                  onChange={(event) => {
-                    setLedgerStatus(event.target.value as FinanceLedgerStatusFilter);
-                    setLedgerPage(1);
-                  }}
-                >
-                  <option value="all">全部</option>
-                  <option value="approved">已通过</option>
-                  <option value="paid">已支付</option>
-                  <option value="reviewing">审批中</option>
-                  <option value="rejected">已驳回</option>
-                  <option value="cancelled">已取消</option>
-                </select>
-              </div>
-              <div className="space-y-2">
-                <div className="text-sm font-medium text-zinc-700">付款状态</div>
-                <select
-                  className="select-std"
-                  value={ledgerPaymentStatus}
-                  onChange={(event) => {
-                    setLedgerPaymentStatus(event.target.value as FinanceLedgerPaymentFilter);
-                    setLedgerPage(1);
-                  }}
-                >
-                  <option value="all">全部</option>
-                  <option value="unpaid">未付款</option>
-                  <option value="paid">已付款</option>
-                </select>
-              </div>
-              <div className="space-y-2">
-                <div className="text-sm font-medium text-zinc-700">发票状态</div>
-                <select
-                  className="select-std"
-                  value={ledgerInvoiceStatus}
-                  onChange={(event) => {
-                    setLedgerInvoiceStatus(event.target.value as FinanceLedgerInvoiceFilter);
-                    setLedgerPage(1);
-                  }}
-                >
-                  <option value="all">全部</option>
-                  <option value="none">无发票</option>
-                  <option value="pending_ocr">识别中</option>
-                  <option value="ocr_failed">识别失败</option>
-                  <option value="available">可添加</option>
-                  <option value="bound">已绑定</option>
-                  <option value="archived">已归档</option>
-                </select>
-              </div>
-              <div className="space-y-2">
-                <div className="text-sm font-medium text-zinc-700">报销日期从</div>
-                <DateTextInput
-                  value={ledgerDateFrom}
-                  onChange={(event) => {
-                    setLedgerDateFrom(event.target.value);
-                    setLedgerPage(1);
-                  }}
-                />
-              </div>
-              <div className="space-y-2">
-                <div className="text-sm font-medium text-zinc-700">报销日期至</div>
-                <DateTextInput
-                  value={ledgerDateTo}
-                  onChange={(event) => {
-                    setLedgerDateTo(event.target.value);
-                    setLedgerPage(1);
-                  }}
-                />
-              </div>
-              <div className="space-y-2">
-                <div className="text-sm font-medium text-zinc-700">搜索</div>
-                <Input
-                  placeholder="单号、姓名、部门、项目"
-                  value={ledgerSearch}
-                  onChange={(event) => {
-                    setLedgerSearch(event.target.value);
-                    setLedgerPage(1);
-                  }}
-                />
+            <div className="finance-command-panel space-y-3 !p-3">
+              <div className="grid gap-3 xl:grid-cols-[minmax(240px,1fr)_160px_160px_auto_auto]">
+                <div className="space-y-2">
+                  <div className="text-sm font-medium text-zinc-700">搜索</div>
+                  <Input
+                    placeholder="单号、姓名、部门、项目"
+                    value={ledgerSearch}
+                    onChange={(event) => {
+                      setLedgerSearch(event.target.value);
+                      setLedgerPage(1);
+                    }}
+                  />
+                </div>
+                <div className="space-y-2">
+                  <div className="text-sm font-medium text-zinc-700">审批状态</div>
+                  <select
+                    className="select-std"
+                    value={ledgerStatus}
+                    onChange={(event) => {
+                      setLedgerStatus(event.target.value as FinanceLedgerStatusFilter);
+                      setLedgerPage(1);
+                    }}
+                  >
+                    <option value="all">全部</option>
+                    <option value="approved">已通过</option>
+                    <option value="paid">已支付</option>
+                    <option value="reviewing">审批中</option>
+                    <option value="rejected">已驳回</option>
+                    <option value="cancelled">已取消</option>
+                  </select>
+                </div>
+                <div className="space-y-2">
+                  <div className="text-sm font-medium text-zinc-700">付款状态</div>
+                  <select
+                    className="select-std"
+                    value={ledgerPaymentStatus}
+                    onChange={(event) => {
+                      setLedgerPaymentStatus(event.target.value as FinanceLedgerPaymentFilter);
+                      setLedgerPage(1);
+                    }}
+                  >
+                    <option value="all">全部</option>
+                    <option value="unpaid">未付款</option>
+                    <option value="paid">已付款</option>
+                  </select>
+                </div>
+                <div className="flex items-end">
+                  <Button
+                    type="button"
+                    variant={showLedgerAdvancedFilters || hasLedgerAdvancedFilters ? "default" : "secondary"}
+                    onClick={() => setShowLedgerAdvancedFilters((current) => !current)}
+                  >
+                    更多筛选
+                  </Button>
+                </div>
+                <div className="flex items-end">
+                  <Button
+                    type="button"
+                    variant="ghost"
+                    onClick={() => {
+                      setLedgerStatus("all");
+                      setLedgerPaymentStatus("all");
+                      setLedgerInvoiceStatus("all");
+                      setLedgerDateFrom("");
+                      setLedgerDateTo("");
+                      setLedgerSearch("");
+                      setLedgerPage(1);
+                    }}
+                  >
+                    清空
+                  </Button>
+                </div>
               </div>
             </div>
-            <div className="flex justify-end">
-              <Button
-                type="button"
-                variant="ghost"
-                onClick={() => {
-                  setLedgerStatus("all");
-                  setLedgerPaymentStatus("all");
-                  setLedgerInvoiceStatus("all");
-                  setLedgerDateFrom("");
-                  setLedgerDateTo("");
-                  setLedgerSearch("");
-                  setLedgerPage(1);
-                }}
-              >
-                清空台账筛选
-              </Button>
-            </div>
+            {showLedgerAdvancedFilters || hasLedgerAdvancedFilters ? (
+              <div className="finance-command-panel grid gap-3 !p-3 md:grid-cols-3">
+                <div className="space-y-2">
+                  <div className="text-sm font-medium text-zinc-700">发票状态</div>
+                  <select
+                    className="select-std"
+                    value={ledgerInvoiceStatus}
+                    onChange={(event) => {
+                      setLedgerInvoiceStatus(event.target.value as FinanceLedgerInvoiceFilter);
+                      setLedgerPage(1);
+                    }}
+                  >
+                    <option value="all">全部</option>
+                    <option value="none">无发票</option>
+                    <option value="pending_ocr">识别中</option>
+                    <option value="ocr_failed">识别失败</option>
+                    <option value="available">可添加</option>
+                    <option value="bound">已绑定</option>
+                    <option value="archived">已归档</option>
+                  </select>
+                </div>
+                <div className="space-y-2">
+                  <div className="text-sm font-medium text-zinc-700">报销日期从</div>
+                  <DateTextInput
+                    value={ledgerDateFrom}
+                    onChange={(event) => {
+                      setLedgerDateFrom(event.target.value);
+                      setLedgerPage(1);
+                    }}
+                  />
+                </div>
+                <div className="space-y-2">
+                  <div className="text-sm font-medium text-zinc-700">报销日期至</div>
+                  <DateTextInput
+                    value={ledgerDateTo}
+                    onChange={(event) => {
+                      setLedgerDateTo(event.target.value);
+                      setLedgerPage(1);
+                    }}
+                  />
+                </div>
+              </div>
+            ) : null}
 
             <div className="ops-table-focus overflow-x-auto" data-testid="finance-ledger-table">
               <Table>
diff --git a/client/src/pages/AssetRegistryPage.tsx b/client/src/pages/AssetRegistryPage.tsx
index a631227a..8e2de483 100644
--- a/client/src/pages/AssetRegistryPage.tsx
+++ b/client/src/pages/AssetRegistryPage.tsx
@@ -798,6 +798,14 @@ export function AssetRegistryPage() {
     setIsCreatingAsset(false);
     setSelectedAssetId(assetId);
   };
+  const returnToAssetList = () => {
+    setIsCreatingAsset(false);
+    setSelectedAssetId("");
+    const next = new URLSearchParams(searchParams);
+    next.delete("id");
+    setSearchParams(next, { replace: true });
+  };
+  const isAssetDetailMode = isCreatingAsset || Boolean(selectedAssetId);
 
   return (
     <ListWorkspace>
@@ -805,17 +813,26 @@ export function AssetRegistryPage() {
         title="资产台账"
         actions={
           <div className="flex flex-wrap gap-2">
-            <Button type="button" variant="secondary" onClick={() => navigate("/mobile/assets/scan") }>
-              移动扫码查找
-            </Button>
-            <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((value) => !value)}>
-              台账工具
-            </Button>
+            {isAssetDetailMode ? (
+              <Button type="button" variant="secondary" onClick={returnToAssetList}>
+                返回列表
+              </Button>
+            ) : (
+              <>
+                <Button type="button" variant="secondary" onClick={() => navigate("/mobile/assets/scan") }>
+                  移动扫码查找
+                </Button>
+                <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((value) => !value)}>
+                  台账工具
+                </Button>
+              </>
+            )}
           </div>
         }
       />
 
-      <div className={showLedgerTools ? "grid gap-6 xl:grid-cols-[380px_minmax(0,1fr)]" : "grid gap-6"}>
+      {!isAssetDetailMode ? (
+      <div className="grid gap-6">
         {showLedgerTools ? (
         <div className="card-std space-y-4 p-4 md:p-5" data-testid="asset-ledger-tools">
           <div className="rounded-lg border border-slate-200 bg-slate-50 p-3 text-sm text-slate-600">
@@ -1025,17 +1042,13 @@ export function AssetRegistryPage() {
                 <div className="space-y-3 md:hidden">
                   {orderedAssetItems.length ? (
                     orderedAssetItems.map((item) => (
-                      <button
-                        data-testid="asset-mobile-row"
-                        type="button"
-                        key={item.id}
-                        onClick={() => selectAsset(item.id)}
-                        className={`w-full rounded-lg border p-3 text-left ${
-                          item.id === selectedAssetId && !isCreatingAsset
-                            ? "border-zinc-400 bg-zinc-50"
-                            : "border-zinc-200 bg-white"
-                        }`}
-                      >
+	                      <button
+	                        data-testid="asset-mobile-row"
+	                        type="button"
+	                        key={item.id}
+	                        onClick={() => selectAsset(item.id)}
+	                        className="w-full rounded-lg border border-zinc-200 bg-white p-3 text-left"
+	                      >
                         <div className="flex items-start justify-between gap-3">
                           <div className="min-w-0">
                             <div className="truncate text-sm font-semibold text-zinc-900">
@@ -1065,9 +1078,10 @@ export function AssetRegistryPage() {
                           <div>
                             <div className="text-zinc-400">位置</div>
                             <div className="mt-0.5 truncate text-zinc-700">{item.location ?? "-"}</div>
-                          </div>
-                        </div>
-                      </button>
+	                          </div>
+	                        </div>
+	                        <div className="mt-3 text-sm font-medium text-primary">查看详情</div>
+	                      </button>
                     ))
                   ) : (
                     <div className="rounded-lg border border-zinc-200 p-4 text-sm text-zinc-500">暂无资产卡片</div>
@@ -1079,17 +1093,18 @@ export function AssetRegistryPage() {
                     <tr>
                       <TableHead>资产</TableHead>
                       <TableHead>类型</TableHead>
-                      <TableHead>责任链</TableHead>
-                      <TableHead>位置</TableHead>
-                      <TableHead>状态</TableHead>
-                    </tr>
+	                      <TableHead>责任链</TableHead>
+	                      <TableHead>位置</TableHead>
+	                      <TableHead>状态</TableHead>
+	                      <TableHead className="w-24 text-right">操作</TableHead>
+	                    </tr>
                   </TableHeader>
                   <TableBody>
                   {orderedAssetItems.length ? (
                       orderedAssetItems.map((item) => (
-                        <TableRow data-testid="asset-row" key={item.id} onClick={() => {
-                          selectAsset(item.id);
-                        }} className={item.id === selectedAssetId && !isCreatingAsset ? "bg-zinc-50" : "cursor-pointer"}>
+	                        <TableRow data-testid="asset-row" key={item.id} onClick={() => {
+	                          selectAsset(item.id);
+	                        }} className="cursor-pointer">
                           <TableCell>
                             <div className="font-medium text-zinc-900">
                               <CompactAssetNo value={item.assetNo} />
@@ -1107,12 +1122,17 @@ export function AssetRegistryPage() {
                             <div>{formatTextWithCompactLongNumbers(item.location ?? "-")}</div>
                             <div className="text-xs text-zinc-500">盘点 {item.lastVerifiedAt ? formatDisplayDateTime(item.lastVerifiedAt) : "未登记"}</div>
                           </TableCell>
-                          <TableCell><StatusBadge status={item.status} /></TableCell>
-                        </TableRow>
+	                          <TableCell><StatusBadge status={item.status} /></TableCell>
+	                          <TableCell className="text-right">
+	                            <Button type="button" size="sm" variant="secondary" onClick={() => selectAsset(item.id)}>
+	                              查看详情
+	                            </Button>
+	                          </TableCell>
+	                        </TableRow>
                       ))
                     ) : (
                       <TableRow>
-                        <TableCell colSpan={5} className="py-4 text-zinc-500">
+	                        <TableCell colSpan={6} className="py-4 text-zinc-500">
                           暂无资产卡片
                         </TableCell>
                       </TableRow>
@@ -1121,11 +1141,12 @@ export function AssetRegistryPage() {
                 </Table>
                 </PrimaryTable>
               </>
-            ) : null}
-          </FilterBar>
-
-          {selectedAssetId || isCreatingAsset ? (
-          <div className="card-std space-y-4 p-4 md:p-5">
+	            ) : null}
+	          </FilterBar>
+	        </div>
+	      </div>
+      ) : (
+	          <div className="card-std space-y-4 p-4 md:p-5">
             {selectedAssetId && !isCreatingAsset && assetDetailQuery.isLoading ? <TableSkeleton columns={2} rows={8} /> : null}
             {selectedAssetId && !isCreatingAsset && assetDetailQuery.isError ? (
               <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">{resolveError(assetDetailQuery.error)}</p>
@@ -1559,9 +1580,7 @@ export function AssetRegistryPage() {
               </>
             ) : null}
           </div>
-          ) : null}
-        </div>
-      </div>
+      )}
     </ListWorkspace>
   );
 }
diff --git a/client/src/pages/InventoryChecksPage.tsx b/client/src/pages/InventoryChecksPage.tsx
index 24d1b818..09884dce 100644
--- a/client/src/pages/InventoryChecksPage.tsx
+++ b/client/src/pages/InventoryChecksPage.tsx
@@ -109,15 +109,11 @@ export function InventoryChecksPage() {
   });
 
   useEffect(() => {
-    const nextId = inventoryChecksQuery.data?.items?.[0]?.id ?? "";
-    if (!selectedCheckId && nextId) {
-      setSelectedCheckId(nextId);
-    }
-    if (selectedCheckId && inventoryChecksQuery.data?.items?.some((item) => item.id === selectedCheckId)) {
+    if (!selectedCheckId) {
       return;
     }
-    if (nextId !== selectedCheckId) {
-      setSelectedCheckId(nextId);
+    if (!inventoryChecksQuery.data?.items?.some((item) => item.id === selectedCheckId)) {
+      setSelectedCheckId("");
     }
   }, [inventoryChecksQuery.data?.items, selectedCheckId]);
 
@@ -247,7 +243,6 @@ export function InventoryChecksPage() {
     <PageScaffold className="space-y-6">
       <PageHeader
         title="资产盘点"
-        subtitle="按任务执行盘点：先确定范围，再启动、扫码/录入、核对结果并确认完成。"
         actions={
           <Button
             type="button"
@@ -260,30 +255,20 @@ export function InventoryChecksPage() {
         }
       />
 
-      <section className="ops-status-strip grid gap-4 md:grid-cols-4" data-testid="inventory-check-summary">
-        <div className="finance-metric-card">
-          <div className="text-sm text-zinc-500">盘点任务</div>
-          <div className="mt-1 text-2xl font-semibold text-zinc-900">{inventoryStats.total}</div>
-          <div className="mt-1 text-xs text-zinc-500">按季度或事件触发</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="text-sm text-zinc-500">草稿</div>
-          <div className="mt-1 text-2xl font-semibold text-zinc-900">{inventoryStats.draft}</div>
-          <div className="mt-1 text-xs text-zinc-500">待启动后录入</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="text-sm text-zinc-500">盘点中</div>
-          <div className="mt-1 text-2xl font-semibold text-zinc-900">{inventoryStats.counting}</div>
-          <div className="mt-1 text-xs text-zinc-500">可扫码或手工录入</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="text-sm text-zinc-500">已完成</div>
-          <div className="mt-1 text-2xl font-semibold text-zinc-900">{inventoryStats.completed}</div>
-          <div className="mt-1 text-xs text-zinc-500">保留差异和备注</div>
-        </div>
+      <section className="flex flex-wrap gap-2" data-testid="inventory-check-summary">
+        {[
+          ["全部", inventoryStats.total],
+          ["草稿", inventoryStats.draft],
+          ["盘点中", inventoryStats.counting],
+          ["已完成", inventoryStats.completed],
+        ].map(([label, value]) => (
+          <span key={label} className="rounded-full border border-zinc-200 bg-white px-3 py-1 text-sm text-zinc-700">
+            {label} <span className="font-semibold text-zinc-900">{value}</span>
+          </span>
+        ))}
       </section>
 
-      <div className="grid gap-6 xl:grid-cols-[360px_minmax(0,1fr)]">
+      <div className={selectedCheck ? "grid gap-6 xl:grid-cols-[360px_minmax(0,1fr)]" : "grid gap-6"}>
         <div className="card-std space-y-4 p-6">
           <h3 className="text-base font-semibold text-zinc-900">新建盘点任务</h3>
           <div className="space-y-2">
@@ -338,7 +323,7 @@ export function InventoryChecksPage() {
                   <TableRow
                     data-testid="inventory-row"
                     key={item.id}
-                    className={item.id === selectedCheckId ? "bg-zinc-50 cursor-pointer" : "cursor-pointer"}
+                    className="cursor-pointer"
                     onClick={() => setSelectedCheckId(item.id)}
                   >
                     <TableCell className="font-medium text-zinc-900">{item.checkNo}</TableCell>
@@ -358,17 +343,12 @@ export function InventoryChecksPage() {
           </div>
         </div>
 
+        {selectedCheck ? (
         <div className="card-std space-y-4 p-6">
           {inventoryChecksQuery.isLoading ? <TableSkeleton columns={3} rows={6} /> : null}
           {inventoryChecksQuery.isError ? (
             <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">{resolveError(inventoryChecksQuery.error)}</p>
           ) : null}
-          {!inventoryChecksQuery.isLoading && !selectedCheck ? (
-            <div className="rounded-lg border border-dashed border-zinc-300 p-8 text-center text-sm text-zinc-500">
-              请先创建或选择盘点任务。
-            </div>
-          ) : null}
-
           {selectedCheck ? (
             <>
               <div className="flex items-center justify-between gap-3">
@@ -464,6 +444,7 @@ export function InventoryChecksPage() {
             </>
           ) : null}
         </div>
+        ) : null}
       </div>
       <ActionConfirmDialog
         open={confirmCompleteCheck}
diff --git a/client/src/pages/InvoicePoolPage.tsx b/client/src/pages/InvoicePoolPage.tsx
index 99c626b0..659a35d8 100644
--- a/client/src/pages/InvoicePoolPage.tsx
+++ b/client/src/pages/InvoicePoolPage.tsx
@@ -1,5 +1,6 @@
 import { useEffect, useMemo, useRef, useState } from "react";
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import { useSearchParams } from "react-router-dom";
 import { isApiError } from "../api/types";
 import { mapApiErrorMessage } from "../api/errorMessages";
 import { fetchMyDelegations } from "../api/delegations";
@@ -51,6 +52,7 @@ type UploadBatchResult = {
 
 export function InvoicePoolPage() {
   const queryClient = useQueryClient();
+  const [searchParams, setSearchParams] = useSearchParams();
   const { permissions, me } = useAuth();
   const canManageInvoice = hasPermission(permissions, "invoice.manage");
   const canOverrideDuplicate = hasPermission(permissions, "expense.finance.override_duplicate");
@@ -71,7 +73,7 @@ export function InvoicePoolPage() {
   const [selectedReimbursementId, setSelectedReimbursementId] = useState("");
   const [selectedTravelRequestId, setSelectedTravelRequestId] = useState("");
   const [selectedTravelOrderId, setSelectedTravelOrderId] = useState("");
-  const [detailInvoiceId, setDetailInvoiceId] = useState("");
+  const [detailInvoiceId, setDetailInvoiceId] = useState(searchParams.get("id") ?? "");
   const [editOpen, setEditOpen] = useState(false);
   const [editSetAvailable, setEditSetAvailable] = useState(false);
   const [editRemarks, setEditRemarks] = useState("");
@@ -203,10 +205,25 @@ export function InvoicePoolPage() {
   }, [canManageTravelPayments]);
 
   useEffect(() => {
-    if (!detailInvoiceId && listQuery.data?.items?.length) {
-      setDetailInvoiceId(listQuery.data.items[0].id);
+    const searchInvoiceId = searchParams.get("id") ?? "";
+    if (searchInvoiceId !== detailInvoiceId) {
+      setDetailInvoiceId(searchInvoiceId);
     }
-  }, [detailInvoiceId, listQuery.data?.items]);
+  }, [detailInvoiceId, searchParams]);
+
+  useEffect(() => {
+    const currentId = searchParams.get("id") ?? "";
+    if (detailInvoiceId === currentId) {
+      return;
+    }
+    const next = new URLSearchParams(searchParams);
+    if (detailInvoiceId) {
+      next.set("id", detailInvoiceId);
+    } else {
+      next.delete("id");
+    }
+    setSearchParams(next, { replace: true });
+  }, [detailInvoiceId, searchParams, setSearchParams]);
 
   // --- Helper for error handling ---
 
@@ -453,6 +470,13 @@ export function InvoicePoolPage() {
       detail.ownerEmployeeId === me?.id ||
       detail.uploadedByEmployeeId === me?.id),
   );
+  const isInvoiceDetailMode = Boolean(detailInvoiceId);
+  const returnToInvoiceList = () => {
+    setDetailInvoiceId("");
+    const next = new URLSearchParams(searchParams);
+    next.delete("id");
+    setSearchParams(next, { replace: true });
+  };
 
   // --- Render ---
 
@@ -460,11 +484,18 @@ export function InvoicePoolPage() {
     <ListWorkspace>
       <WorkspaceHeader
         title="票据中心"
-        subtitle="优先看识别状态、失败票据和待绑定票据；导出、全范围和财务交接进入台账工具。"
         actions={
-          <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((current) => !current)}>
-            台账工具
-          </Button>
+          <div className="flex flex-wrap gap-2">
+            {isInvoiceDetailMode ? (
+              <Button type="button" variant="secondary" onClick={returnToInvoiceList}>
+                返回列表
+              </Button>
+            ) : (
+              <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((current) => !current)}>
+                台账工具
+              </Button>
+            )}
+          </div>
         }
       />
 
@@ -474,14 +505,11 @@ export function InvoicePoolPage() {
         </p>
       ) : null}
 
-      {showLedgerTools ? (
+      {!isInvoiceDetailMode && showLedgerTools ? (
         <div className="finance-command-panel space-y-3" data-testid="invoice-ledger-tools">
           <div className="flex flex-col gap-3 md:flex-row md:items-start md:justify-between">
             <div>
               <h3 className="text-base font-semibold text-zinc-900">台账工具</h3>
-              <p className="mt-1 text-sm leading-6 text-zinc-500">
-                导出按当前状态和范围生成，只用于财务复核、OCR 排障和代账交接；普通员工日常补票据仍从报销详情或移动上传进入。
-              </p>
             </div>
             <DropdownMenu>
               <DropdownMenuTrigger asChild>
@@ -504,124 +532,114 @@ export function InvoicePoolPage() {
               </DropdownMenuContent>
             </DropdownMenu>
           </div>
-          <div className="rounded-lg border border-slate-200 bg-slate-50 px-3 py-2 text-sm text-slate-600">
-            票据原文、预览和下载仍按详情页权限与审计控制处理，列表导出不作为敏感材料分发入口。
-          </div>
+          <InvoiceUploadCard
+            selectedFiles={selectedFiles}
+            setSelectedFiles={setSelectedFiles}
+            isUploading={uploadMutation.isPending}
+            uploadProgressLabel={
+              uploadProgress
+                ? `上传中 ${uploadProgress.completed}/${uploadProgress.total}`
+                : "上传中..."
+            }
+            onUpload={() => uploadMutation.mutate()}
+            showProxyOwnerSelector={showProxyOwnerSelector}
+            proxyDelegationsQuery={proxyDelegationsQuery}
+            uploadOwnerEmployeeId={uploadOwnerEmployeeId}
+            setUploadOwnerEmployeeId={setUploadOwnerEmployeeId}
+          />
+          <InvoiceBindCard
+            listQuery={listQuery}
+            reimbursementQuery={reimbursementQuery}
+            travelRequestQuery={travelRequestQuery}
+            travelRequestDetailQuery={travelRequestDetailQuery}
+            bindMutation={bindMutation}
+            bindMode={bindMode}
+            setBindMode={setBindMode}
+            canManageTravelPayments={canManageTravelPayments}
+            selectedInvoiceId={selectedInvoiceId}
+            setSelectedInvoiceId={setSelectedInvoiceId}
+            selectedReimbursementId={selectedReimbursementId}
+            setSelectedReimbursementId={setSelectedReimbursementId}
+            selectedTravelRequestId={selectedTravelRequestId}
+            setSelectedTravelRequestId={setSelectedTravelRequestId}
+            selectedTravelOrderId={selectedTravelOrderId}
+            setSelectedTravelOrderId={setSelectedTravelOrderId}
+          />
         </div>
       ) : null}
 
-      <div className="finance-status-strip" data-testid="invoice-pool-summary">
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">票据总数</div>
-          <div className="finance-metric-card__value">{invoiceStats.total}</div>
+      {!isInvoiceDetailMode ? (
+        <div className="flex flex-wrap gap-2" data-testid="invoice-pool-summary">
+          {[
+            ["全部", invoiceStats.total],
+            ["识别中", invoiceStats.pending],
+            ["识别失败", invoiceStats.failed],
+            ["可绑定", invoiceStats.available],
+            ["已绑定", invoiceStats.bound],
+          ].map(([label, value]) => (
+            <span key={label} className="rounded-full border border-zinc-200 bg-white px-3 py-1 text-sm text-zinc-700">
+              {label} <span className="font-semibold text-zinc-900">{value}</span>
+            </span>
+          ))}
         </div>
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">识别中</div>
-          <div className="finance-metric-card__value">{invoiceStats.pending}</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">识别失败</div>
-          <div className="finance-metric-card__value">{invoiceStats.failed}</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">可绑定</div>
-          <div className="finance-metric-card__value">{invoiceStats.available}</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">已绑定</div>
-          <div className="finance-metric-card__value">{invoiceStats.bound}</div>
-        </div>
-      </div>
+      ) : null}
 
-      <InvoiceUploadCard
-        selectedFiles={selectedFiles}
-        setSelectedFiles={setSelectedFiles}
-        isUploading={uploadMutation.isPending}
-        uploadProgressLabel={
-          uploadProgress
-            ? `上传中 ${uploadProgress.completed}/${uploadProgress.total}`
-            : "上传中..."
-        }
-        onUpload={() => uploadMutation.mutate()}
-        showProxyOwnerSelector={showProxyOwnerSelector}
-        proxyDelegationsQuery={proxyDelegationsQuery}
-        uploadOwnerEmployeeId={uploadOwnerEmployeeId}
-        setUploadOwnerEmployeeId={setUploadOwnerEmployeeId}
-      />
-
-      <InvoiceListCard
-        listQuery={listQuery}
-        status={status}
-        setStatus={setStatus}
-        ownerScope={ownerScope}
-        setOwnerScope={setOwnerScope}
-        page={page}
-        setPage={setPage}
-        totalPages={totalPages}
-        detailInvoiceId={detailInvoiceId}
-        setDetailInvoiceId={setDetailInvoiceId}
-        signedUrlMutation={signedUrlMutation}
-      />
-
-      <InvoiceBindCard
-        listQuery={listQuery}
-        reimbursementQuery={reimbursementQuery}
-        travelRequestQuery={travelRequestQuery}
-        travelRequestDetailQuery={travelRequestDetailQuery}
-        bindMutation={bindMutation}
-        bindMode={bindMode}
-        setBindMode={setBindMode}
-        canManageTravelPayments={canManageTravelPayments}
-        selectedInvoiceId={selectedInvoiceId}
-        setSelectedInvoiceId={setSelectedInvoiceId}
-        selectedReimbursementId={selectedReimbursementId}
-        setSelectedReimbursementId={setSelectedReimbursementId}
-        selectedTravelRequestId={selectedTravelRequestId}
-        setSelectedTravelRequestId={setSelectedTravelRequestId}
-        selectedTravelOrderId={selectedTravelOrderId}
-        setSelectedTravelOrderId={setSelectedTravelOrderId}
-      />
-
-      <InvoiceDetailPanel
-        detail={detail}
-        detailQuery={detailQuery}
-        canEditDetail={canEditDetail}
-        canVerifyInvoice={canVerifyInvoice}
-        canUploadInvoice={canUploadInvoice}
-        canOverrideDuplicate={canOverrideDuplicate}
-        patchMutation={patchMutation}
-        archiveMutation={archiveMutation}
-        unbindMutation={unbindMutation}
-        retryOcrMutation={retryOcrMutation}
-        triggerVerificationMutation={triggerVerificationMutation}
-        retryVerificationMutation={retryVerificationMutation}
-        overrideDuplicateMutation={overrideDuplicateMutation}
-        verificationQuery={verificationQuery}
-        editOpen={editOpen}
-        setEditOpen={setEditOpen}
-        editSetAvailable={editSetAvailable}
-        setEditSetAvailable={setEditSetAvailable}
-        editRemarks={editRemarks}
-        setEditRemarks={setEditRemarks}
-        editInvoiceCode={editInvoiceCode}
-        setEditInvoiceCode={setEditInvoiceCode}
-        editInvoiceNumber={editInvoiceNumber}
-        setEditInvoiceNumber={setEditInvoiceNumber}
-        editInvoiceDate={editInvoiceDate}
-        setEditInvoiceDate={setEditInvoiceDate}
-        editSellerName={editSellerName}
-        setEditSellerName={setEditSellerName}
-        editBuyerName={editBuyerName}
-        setEditBuyerName={setEditBuyerName}
-        editAmount={editAmount}
-        setEditAmount={setEditAmount}
-        editTaxAmount={editTaxAmount}
-        setEditTaxAmount={setEditTaxAmount}
-        editTotalAmount={editTotalAmount}
-        setEditTotalAmount={setEditTotalAmount}
-        confirmAction={confirmAction}
-        setConfirmAction={setConfirmAction}
-      />
+      {!isInvoiceDetailMode ? (
+        <InvoiceListCard
+          listQuery={listQuery}
+          status={status}
+          setStatus={setStatus}
+          ownerScope={ownerScope}
+          setOwnerScope={setOwnerScope}
+          page={page}
+          setPage={setPage}
+          totalPages={totalPages}
+          detailInvoiceId={detailInvoiceId}
+          setDetailInvoiceId={setDetailInvoiceId}
+          signedUrlMutation={signedUrlMutation}
+        />
+      ) : (
+        <InvoiceDetailPanel
+          detail={detail}
+          detailQuery={detailQuery}
+          canEditDetail={canEditDetail}
+          canVerifyInvoice={canVerifyInvoice}
+          canUploadInvoice={canUploadInvoice}
+          canOverrideDuplicate={canOverrideDuplicate}
+          patchMutation={patchMutation}
+          archiveMutation={archiveMutation}
+          unbindMutation={unbindMutation}
+          retryOcrMutation={retryOcrMutation}
+          triggerVerificationMutation={triggerVerificationMutation}
+          retryVerificationMutation={retryVerificationMutation}
+          overrideDuplicateMutation={overrideDuplicateMutation}
+          verificationQuery={verificationQuery}
+          editOpen={editOpen}
+          setEditOpen={setEditOpen}
+          editSetAvailable={editSetAvailable}
+          setEditSetAvailable={setEditSetAvailable}
+          editRemarks={editRemarks}
+          setEditRemarks={setEditRemarks}
+          editInvoiceCode={editInvoiceCode}
+          setEditInvoiceCode={setEditInvoiceCode}
+          editInvoiceNumber={editInvoiceNumber}
+          setEditInvoiceNumber={setEditInvoiceNumber}
+          editInvoiceDate={editInvoiceDate}
+          setEditInvoiceDate={setEditInvoiceDate}
+          editSellerName={editSellerName}
+          setEditSellerName={setEditSellerName}
+          editBuyerName={editBuyerName}
+          setEditBuyerName={setEditBuyerName}
+          editAmount={editAmount}
+          setEditAmount={setEditAmount}
+          editTaxAmount={editTaxAmount}
+          setEditTaxAmount={setEditTaxAmount}
+          editTotalAmount={editTotalAmount}
+          setEditTotalAmount={setEditTotalAmount}
+          confirmAction={confirmAction}
+          setConfirmAction={setConfirmAction}
+        />
+      )}
     </ListWorkspace>
   );
 }
diff --git a/client/src/pages/PaymentBatchesPage.tsx b/client/src/pages/PaymentBatchesPage.tsx
index d09fdd50..9f4e1198 100644
--- a/client/src/pages/PaymentBatchesPage.tsx
+++ b/client/src/pages/PaymentBatchesPage.tsx
@@ -1,4 +1,4 @@
-import { useEffect, useMemo, useRef, useState } from "react";
+import { useMemo, useRef, useState } from "react";
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { useSearchParams } from "react-router-dom";
 import {
@@ -128,7 +128,7 @@ export function PaymentBatchesPage() {
   const selectedBatchId = searchParams.get("id") ?? "";
   const batches = useMemo(() => listQuery.data?.items ?? [], [listQuery.data?.items]);
   const selectedBatch = useMemo<PaymentBatch | null>(() => {
-    return batches.find((item) => item.id === selectedBatchId) ?? batches[0] ?? null;
+    return batches.find((item) => item.id === selectedBatchId) ?? null;
   }, [batches, selectedBatchId]);
   const batchStats = useMemo(() => {
     return {
@@ -152,17 +152,6 @@ export function PaymentBatchesPage() {
     enabled: Boolean(selectedBatch?.id),
     queryFn: () => fetchPaymentBatchReceiptAttachments(selectedBatch!.id),
   });
-  useEffect(() => {
-    if (!selectedBatch) {
-      return;
-    }
-    if (selectedBatch.id === selectedBatchId) {
-      return;
-    }
-    const next = new URLSearchParams(searchParams);
-    next.set("id", selectedBatch.id);
-    setSearchParams(next, { replace: true });
-  }, [searchParams, selectedBatch, selectedBatchId, setSearchParams]);
 
   const canEditSelectedBatch =
     canManageBatch &&
@@ -195,6 +184,12 @@ export function PaymentBatchesPage() {
     await queryClient.invalidateQueries({ queryKey: ["ap-operations"] });
   };
 
+  const returnToList = () => {
+    const next = new URLSearchParams(searchParams);
+    next.delete("id");
+    setSearchParams(next, { replace: true });
+  };
+
   const createMutation = useMutation({
     mutationFn: async () =>
       createPaymentBatch({
@@ -363,51 +358,47 @@ export function PaymentBatchesPage() {
       {downloadReasonDialog}
       <WorkspaceHeader
         title="付款"
-        subtitle="先核对待复核、待付款和异常批次；真实付款在线下完成，OA 只记录复核、回单和付款状态。"
         actions={
-          <>
+          <div className="flex flex-wrap gap-2">
+            {selectedBatchId ? (
+              <Button type="button" variant="secondary" onClick={returnToList}>
+                返回列表
+              </Button>
+            ) : null}
             <Button type="button" variant="secondary" onClick={() => void refresh()}>
               刷新
             </Button>
-            <Button type="button" variant={showBatchTools ? "default" : "secondary"} onClick={() => setShowBatchTools((current) => !current)}>
-              台账工具
-            </Button>
-          </>
+            {!selectedBatchId ? (
+              <Button type="button" variant={showBatchTools ? "default" : "secondary"} onClick={() => setShowBatchTools((current) => !current)}>
+                台账工具
+              </Button>
+            ) : null}
+          </div>
         }
       />
 
       {error ? <div className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">{error}</div> : null}
 
-      <div className="finance-status-strip" data-testid="payment-batches-summary">
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">待复核</div>
-          <div className="finance-metric-card__value">{batchStats.needsReview}</div>
+      {!selectedBatchId ? (
+        <div className="flex flex-wrap gap-2" data-testid="payment-batches-summary">
+          {[
+            ["全部", batchStats.total],
+            ["待复核", batchStats.needsReview],
+            ["待付款", batchStats.readyToPay],
+            ["待补回单", batchStats.needsReceipt],
+            ["异常", batchStats.exceptions],
+          ].map(([label, value]) => (
+            <span key={label} className="rounded-full border border-zinc-200 bg-white px-3 py-1 text-sm text-zinc-700">
+              {label} <span className="font-semibold text-zinc-900">{value}</span>
+            </span>
+          ))}
         </div>
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">待付款标记</div>
-          <div className="finance-metric-card__value">{batchStats.readyToPay}</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">待补回单</div>
-          <div className="finance-metric-card__value">{batchStats.needsReceipt}</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">异常批次</div>
-          <div className="finance-metric-card__value">{batchStats.exceptions}</div>
-        </div>
-        <div className="finance-metric-card">
-          <div className="finance-metric-card__label">批次数</div>
-          <div className="finance-metric-card__value">{batchStats.total}</div>
-        </div>
-      </div>
+      ) : null}
 
-      {showBatchTools ? (
+      {!selectedBatchId && showBatchTools ? (
         <div className="finance-command-panel space-y-4" data-testid="payment-batch-create-panel">
           <div>
-            <h3 className="text-base font-semibold text-zinc-900">台账工具 · 新建批次</h3>
-            <p className="mt-1 text-sm text-zinc-500">
-              仅把已确认待付款的单据归入批次。真实付款仍在银行或既有财务流程完成，OA 记录复核、回单和状态。
-            </p>
+            <h3 className="text-base font-semibold text-zinc-900">新建批次</h3>
           </div>
           {!canManageBatch ? (
             <div className="rounded-lg border border-zinc-200 bg-zinc-50 px-3 py-2 text-sm text-zinc-600">
@@ -490,39 +481,8 @@ export function PaymentBatchesPage() {
         </div>
       ) : null}
 
-      <div className="finance-workspace-grid">
-        <div className="grid gap-5 xl:col-span-2 xl:grid-cols-[340px,minmax(0,1fr)]">
-          <div className="finance-command-panel">
-            <h3 className="mb-3 text-base font-semibold text-zinc-900">批次列表</h3>
-            <div className="space-y-2">
-              {batches.map((item) => (
-                <button
-                  key={item.id}
-                  type="button"
-                  className={selectedBatch?.id === item.id ? "finance-list-card finance-list-card--active" : "finance-list-card"}
-                  onClick={() => {
-                    const next = new URLSearchParams(searchParams);
-                    next.set("id", item.id);
-                    setSearchParams(next, { replace: true });
-                  }}
-                >
-                  <div className="flex items-center justify-between gap-3">
-                    <div className="font-medium text-zinc-900">{item.batchNo}</div>
-                    <StatusBadge status={item.status} label={batchStatusLabel(item.status)} />
-                  </div>
-                  <div className="mt-1 text-sm text-zinc-600">{item.name}</div>
-                  <div className="mt-1 text-xs text-zinc-500">
-                    金额 {item.totalAmount}
-                    {item.highRisk ? " · 高风险" : ""}
-                    {` · 复核 ${item.reviewRequirement.completedReviewCount}/${item.reviewRequirement.requiredReviewCount}`}
-                  </div>
-                </button>
-              ))}
-              {!listQuery.data?.items?.length ? <div className="text-sm text-zinc-500">暂无付款批次</div> : null}
-            </div>
-          </div>
-
-          {selectedBatch ? (
+      {selectedBatchId ? (
+        selectedBatch ? (
             <div className="space-y-5">
               <div className="finance-command-panel space-y-3" data-testid="payment-batch-detail-panel">
                 <div className="flex flex-wrap items-center justify-between gap-3">
@@ -727,9 +687,44 @@ export function PaymentBatchesPage() {
                 </div>
               </div>
             </div>
-          ) : null}
+        ) : (
+          <div className="finance-command-panel text-sm text-zinc-500">未找到付款批次</div>
+        )
+      ) : (
+        <div className="finance-command-panel" data-testid="payment-batches-list-panel">
+          <div className="mb-3 flex items-center justify-between gap-3">
+            <h3 className="text-base font-semibold text-zinc-900">批次列表</h3>
+            <span className="text-sm text-zinc-500">共 {batches.length} 条</span>
+          </div>
+          <div className="grid gap-3 md:grid-cols-2 xl:grid-cols-3">
+            {batches.map((item) => (
+              <button
+                key={item.id}
+                type="button"
+                className="finance-list-card"
+                onClick={() => {
+                  const next = new URLSearchParams(searchParams);
+                  next.set("id", item.id);
+                  setSearchParams(next, { replace: true });
+                }}
+              >
+                <div className="flex items-center justify-between gap-3">
+                  <div className="font-medium text-zinc-900">{item.batchNo}</div>
+                  <StatusBadge status={item.status} label={batchStatusLabel(item.status)} />
+                </div>
+                <div className="mt-1 text-sm text-zinc-600">{item.name}</div>
+                <div className="mt-1 text-xs text-zinc-500">
+                  金额 {item.totalAmount}
+                  {item.highRisk ? " · 高风险" : ""}
+                  {` · 复核 ${item.reviewRequirement.completedReviewCount}/${item.reviewRequirement.requiredReviewCount}`}
+                </div>
+                <div className="mt-3 text-sm font-medium text-primary">查看详情</div>
+              </button>
+            ))}
+            {!listQuery.data?.items?.length ? <div className="text-sm text-zinc-500">暂无付款批次</div> : null}
+          </div>
         </div>
-      </div>
+      )}
       <ActionConfirmDialog
         open={Boolean(confirmPaymentAction)}
         onOpenChange={(open) => {
diff --git a/client/src/pages/ProjectsPage.tsx b/client/src/pages/ProjectsPage.tsx
index a52d6a8c..eef942f0 100644
--- a/client/src/pages/ProjectsPage.tsx
+++ b/client/src/pages/ProjectsPage.tsx
@@ -187,67 +187,66 @@ export function ProjectsPage() {
 
       {showLedgerTools ? (
         <SectionPanel title="台账工具">
-          <div className="grid gap-5 xl:grid-cols-[minmax(0,1fr),260px]">
-            <div>
-              {!canManageProjects ? (
-                <div className="text-sm text-zinc-500">你当前只有查看权限，项目创建入口仅对老板 / 管理员 / 项目管理角色开放。</div>
-              ) : (
-                <div className="space-y-4">
-                  <div className="grid gap-3 md:grid-cols-2">
-                    <div className="space-y-2">
-                      <Label>项目名称</Label>
-                      <Input value={name} onChange={(event) => setName(event.target.value)} placeholder="例如：深圳某客户现场实施" />
-                    </div>
-                    <div className="space-y-2">
-                      <Label>客户名称</Label>
-                      <Input value={clientName} onChange={(event) => setClientName(event.target.value)} placeholder="客户全称" />
-                    </div>
-                    <div className="space-y-2">
-                      <Label>客户简称</Label>
-                      <Input value={clientAlias} onChange={(event) => setClientAlias(event.target.value)} placeholder="可选" />
-                    </div>
-                    <div className="space-y-2">
-                      <Label>项目经理</Label>
-                      <select className="select-std" value={managerEmployeeId} onChange={(event) => setManagerEmployeeId(event.target.value)}>
-                        <option value="">未指定</option>
-                        {managerCandidates.map((item) => (
-                          <option key={item.id} value={item.id}>
-                            {item.name} · {item.employeeNo}
-                          </option>
-                        ))}
-                      </select>
-                    </div>
-                  </div>
-                  <div className="grid gap-3 md:grid-cols-2">
-                    <div className="space-y-2">
-                      <Label>开始日期</Label>
-                      <DateTextInput value={startsAt} onChange={(event) => setStartsAt(event.target.value)} />
-                    </div>
-                    <div className="space-y-2">
-                      <Label>目标完成</Label>
-                      <DateTextInput value={targetEndAt} onChange={(event) => setTargetEndAt(event.target.value)} />
-                    </div>
+          <div className="space-y-4">
+            {!canManageProjects ? (
+              <div className="text-sm text-zinc-500">你当前只有查看权限，项目创建入口仅对老板 / 管理员 / 项目管理角色开放。</div>
+            ) : (
+              <>
+                <div className="grid gap-3 md:grid-cols-2">
+                  <div className="space-y-2">
+                    <Label>项目名称</Label>
+                    <Input value={name} onChange={(event) => setName(event.target.value)} placeholder="例如：深圳某客户现场实施" />
                   </div>
                   <div className="space-y-2">
-                    <Label>项目摘要</Label>
-                    <Textarea value={summary} onChange={(event) => setSummary(event.target.value)} placeholder="填项目目标、交付范围、关键约束" />
+                    <Label>客户名称</Label>
+                    <Input value={clientName} onChange={(event) => setClientName(event.target.value)} placeholder="客户全称" />
+                  </div>
+                  <div className="space-y-2">
+                    <Label>客户简称</Label>
+                    <Input value={clientAlias} onChange={(event) => setClientAlias(event.target.value)} placeholder="可选" />
+                  </div>
+                  <div className="space-y-2">
+                    <Label>项目经理</Label>
+                    <select className="select-std" value={managerEmployeeId} onChange={(event) => setManagerEmployeeId(event.target.value)}>
+                      <option value="">未指定</option>
+                      {managerCandidates.map((item) => (
+                        <option key={item.id} value={item.id}>
+                          {item.name} · {item.employeeNo}
+                        </option>
+                      ))}
+                    </select>
                   </div>
-                  <label className="flex items-center gap-2 text-sm text-zinc-700">
-                    <input type="checkbox" checked={isConfidential} onChange={(event) => setIsConfidential(event.target.checked)} />
-                    项目含涉密内容（正文与附件继续离线保存）
-                  </label>
-                  <Button
-                    type="button"
-                    disabled={createMutation.isPending || !name.trim() || !clientName.trim()}
-                    onClick={() => createMutation.mutate()}
-                  >
-                    {createMutation.isPending ? "创建中..." : "创建项目"}
-                  </Button>
                 </div>
-              )}
-            </div>
-            <div className="space-y-3 rounded-lg border border-slate-200 bg-slate-50 p-4 text-sm text-slate-600">
-              <div className="font-medium text-slate-900">低频查看</div>
+                <div className="grid gap-3 md:grid-cols-2">
+                  <div className="space-y-2">
+                    <Label>开始日期</Label>
+                    <DateTextInput value={startsAt} onChange={(event) => setStartsAt(event.target.value)} />
+                  </div>
+                  <div className="space-y-2">
+                    <Label>目标完成</Label>
+                    <DateTextInput value={targetEndAt} onChange={(event) => setTargetEndAt(event.target.value)} />
+                  </div>
+                </div>
+                <div className="space-y-2">
+                  <Label>项目摘要</Label>
+                  <Textarea value={summary} onChange={(event) => setSummary(event.target.value)} placeholder="填项目目标、交付范围、关键约束" />
+                </div>
+                <label className="flex items-center gap-2 text-sm text-zinc-700">
+                  <input type="checkbox" checked={isConfidential} onChange={(event) => setIsConfidential(event.target.checked)} />
+                  项目含涉密内容（正文与附件继续离线保存）
+                </label>
+              </>
+            )}
+            <div className="flex flex-wrap gap-2">
+              {canManageProjects ? (
+                <Button
+                  type="button"
+                  disabled={createMutation.isPending || !name.trim() || !clientName.trim()}
+                  onClick={() => createMutation.mutate()}
+                >
+                  {createMutation.isPending ? "创建中..." : "创建项目"}
+                </Button>
+              ) : null}
               <Button type="button" variant={showTrialData ? "default" : "secondary"} onClick={() => setShowTrialData((value) => !value)}>
                 {showTrialData ? "隐藏测试数据" : "显示测试数据"}
               </Button>
diff --git a/client/src/pages/PurchaseRequestsPage.tsx b/client/src/pages/PurchaseRequestsPage.tsx
index d0f52613..e6bd4082 100644
--- a/client/src/pages/PurchaseRequestsPage.tsx
+++ b/client/src/pages/PurchaseRequestsPage.tsx
@@ -935,6 +935,18 @@ export function PurchaseRequestsPage() {
   );
   const detailEvidenceHint = detail ? resolvePurchaseEvidenceHint(detail) : null;
   const detailNextStepText = detail ? resolvePurchaseNextStep(detail) : "";
+  const isPurchaseDetailMode = Boolean(selectedId);
+  const openPurchaseDetail = (id: string) => {
+    setSelectedId(id);
+    setHydratedDetailId("");
+  };
+  const returnToPurchaseList = () => {
+    setSelectedId("");
+    setHydratedDetailId("");
+    const next = new URLSearchParams(searchParams);
+    next.delete("id");
+    setSearchParams(next, { replace: true });
+  };
 
   return (
     <ListWorkspace>
@@ -942,16 +954,37 @@ export function PurchaseRequestsPage() {
       <WorkspaceHeader
         title="采购申请"
         actions={
-          canCreate ? (
-            <Button
-              data-testid="purchase-requests-create"
-              disabled={createMutation.isPending}
-              onClick={() => createMutation.mutate()}
-              type="button"
-            >
-              {createMutation.isPending ? "创建中..." : "新建采购"}
-            </Button>
-          ) : undefined
+          <div className="flex flex-wrap gap-2">
+            {isPurchaseDetailMode ? (
+              <Button type="button" variant="secondary" onClick={returnToPurchaseList}>
+                返回列表
+              </Button>
+            ) : (
+              <>
+                {canCreate ? (
+                  <Button
+                    data-testid="purchase-requests-create"
+                    disabled={createMutation.isPending}
+                    onClick={() => createMutation.mutate()}
+                    type="button"
+                  >
+                    {createMutation.isPending ? "创建中..." : "新建采购"}
+                  </Button>
+                ) : null}
+                {canShowLedgerTools ? (
+                  <Button
+                    data-testid="purchase-ledger-tools"
+                    type="button"
+                    variant={showAdvancedTools ? "default" : "secondary"}
+                    onClick={() => setShowLedgerTools((current) => !current)}
+                  >
+                    <Wrench aria-hidden className="mr-1 size-4" />
+                    台账工具
+                  </Button>
+                ) : null}
+              </>
+            )}
+          </div>
         }
       />
 
@@ -961,6 +994,8 @@ export function PurchaseRequestsPage() {
           </p>
       ) : null}
 
+      {!isPurchaseDetailMode ? (
+      <>
       <FilterBar className="ops-command-bar space-y-3 !p-3 md:!p-3.5">
         <div className="ops-command-bar__row">
           <div className="min-w-0">
@@ -990,18 +1025,6 @@ export function PurchaseRequestsPage() {
             <span className="rounded-full bg-slate-100 px-2.5 py-1 text-xs font-medium text-slate-600">
               {mine ? "我相关" : "全范围"}
             </span>
-            {canShowLedgerTools ? (
-              <Button
-                data-testid="purchase-ledger-tools"
-                size="sm"
-                type="button"
-                variant={showAdvancedTools ? "default" : "secondary"}
-                onClick={() => setShowLedgerTools((current) => !current)}
-              >
-                <Wrench aria-hidden className="mr-1 size-4" />
-                台账工具
-              </Button>
-            ) : null}
           </div>
         </div>
 
@@ -1119,18 +1142,13 @@ export function PurchaseRequestsPage() {
                   purchaseItems.map((item) => {
                     const evidenceHint = resolvePurchaseEvidenceHint(item);
                     return (
-                      <button
-                        data-testid="purchase-request-mobile-row"
-                        key={item.id}
-                        type="button"
-                        className={`w-full rounded-lg border p-3 text-left ${
-                          item.id === selectedId ? "border-zinc-400 bg-zinc-50" : "border-zinc-200 bg-white"
-                        }`}
-                        onClick={() => {
-                          setSelectedId(item.id);
-                          setHydratedDetailId("");
-                        }}
-                      >
+	                      <button
+	                        data-testid="purchase-request-mobile-row"
+	                        key={item.id}
+	                        type="button"
+	                        className="w-full rounded-lg border border-zinc-200 bg-white p-3 text-left"
+	                        onClick={() => openPurchaseDetail(item.id)}
+	                      >
                         <div className="flex items-start justify-between gap-3">
                           <div className="min-w-0">
                             <div className="truncate text-sm font-semibold text-zinc-900">
@@ -1161,10 +1179,11 @@ export function PurchaseRequestsPage() {
                                 ? `${formatTextWithCompactLongNumbers(item.project.projectNo)} · ${item.project.name}`
                                 : "未关联项目"}
                             </div>
-                            <div className={`mt-0.5 ${evidenceHint.className}`}>{evidenceHint.label}</div>
-                          </div>
-                        </div>
-                      </button>
+	                            <div className={`mt-0.5 ${evidenceHint.className}`}>{evidenceHint.label}</div>
+	                          </div>
+	                        </div>
+	                        <div className="mt-3 text-sm font-medium text-primary">{resolvePurchaseRowActionLabel(item.status)}</div>
+	                      </button>
                     );
                   })
                 ) : (
@@ -1190,10 +1209,11 @@ export function PurchaseRequestsPage() {
                     purchaseItems.map((item) => {
                       const evidenceHint = resolvePurchaseEvidenceHint(item);
                       return (
-                        <TableRow
-                          key={item.id}
-                          className={item.id === selectedId ? "bg-zinc-50" : undefined}
-                        >
+	                        <TableRow
+	                          key={item.id}
+	                          className="cursor-pointer"
+	                          onClick={() => openPurchaseDetail(item.id)}
+	                        >
                           <TableCell>
                             <div className="font-medium text-zinc-900">
                               <CompactBusinessCode value={resolvePurchaseDisplayCode(item)} />
@@ -1233,11 +1253,10 @@ export function PurchaseRequestsPage() {
                               size="sm"
                               type="button"
                               variant={["draft", "rejected"].includes(item.status) ? "default" : "secondary"}
-                              onClick={(event) => {
-                                event.stopPropagation();
-                                setSelectedId(item.id);
-                                setHydratedDetailId("");
-                              }}
+	                              onClick={(event) => {
+	                                event.stopPropagation();
+	                                openPurchaseDetail(item.id);
+	                              }}
                             >
                               {resolvePurchaseRowActionLabel(item.status)}
                             </Button>
@@ -1261,16 +1280,17 @@ export function PurchaseRequestsPage() {
             </>
           ) : null}
 
-          <Pagination
-            page={page}
-            totalPages={totalPages}
-            onPageChange={setPage}
-            testIdPrefix="purchase-requests"
-          />
-        </div>
-
-        {selectedId ? (
-        <div className="card-std space-y-5 p-4 md:p-5">
+	          <Pagination
+	            page={page}
+	            totalPages={totalPages}
+	            onPageChange={setPage}
+	            testIdPrefix="purchase-requests"
+	          />
+	        </div>
+	      </div>
+      </>
+      ) : (
+	        <div className="card-std space-y-5 p-4 md:p-5">
           {selectedId && detailQuery.isLoading ? <TableSkeleton columns={3} rows={8} /> : null}
 
           {selectedId && detailQuery.isError ? (
@@ -2050,8 +2070,7 @@ export function PurchaseRequestsPage() {
             </>
           ) : null}
         </div>
-        ) : null}
-      </div>
+      )}
       <ActionConfirmDialog
         open={Boolean(submitPrecheckConfirm)}
         onOpenChange={(open) => {
diff --git a/client/src/pages/ReimbursementsPage.tsx b/client/src/pages/ReimbursementsPage.tsx
index 577069b5..0c3bc9c4 100644
--- a/client/src/pages/ReimbursementsPage.tsx
+++ b/client/src/pages/ReimbursementsPage.tsx
@@ -1,7 +1,7 @@
 import { 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 { Clock3, FilePenLine, RotateCcw, Wrench } from "lucide-react";
 import { isApiError } from "../api/types";
 import { mapApiErrorMessage } from "../api/errorMessages";
 import { fetchMyDelegations } from "../api/delegations";
@@ -53,32 +53,24 @@ 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;
 }>;
@@ -360,7 +352,7 @@ export function ReimbursementsPage() {
         </p>
       ) : null}
 
-      <section className="grid gap-3 md:grid-cols-3" aria-label="我的报销任务">
+      <section className="flex flex-wrap gap-2" aria-label="我的报销任务">
         {REIMBURSEMENT_TASK_STATUS_OPTIONS.map((item) => {
           const Icon = item.icon;
           const count = taskSummaryTotalByStatus[item.value];
@@ -369,29 +361,19 @@ export function ReimbursementsPage() {
 
           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" : ""
+              className={`inline-flex min-h-10 items-center gap-2 rounded-full border px-3 py-1.5 text-sm transition hover:border-primary/40 hover:bg-white focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-primary-200 ${
+                active ? "border-primary/40 bg-primary/5 text-primary" : "border-zinc-200 bg-white text-zinc-700"
               }`}
               data-testid={`reimbursements-task-card-${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>
+              <span className={`flex size-7 items-center justify-center rounded-full border ${item.accentClass}`}>
+                <Icon aria-hidden className="size-3.5" />
+              </span>
+              <span className="font-medium">{item.title}</span>
+              <span className="font-semibold tabular-nums text-zinc-950">{displayCount}</span>
             </button>
           );
         })}
diff --git a/client/src/pages/invoice-pool/InvoiceDetailPanel.tsx b/client/src/pages/invoice-pool/InvoiceDetailPanel.tsx
index d383c13c..2e736255 100644
--- a/client/src/pages/invoice-pool/InvoiceDetailPanel.tsx
+++ b/client/src/pages/invoice-pool/InvoiceDetailPanel.tsx
@@ -114,6 +114,7 @@ function verificationMessage(message: string | null | undefined) {
 
 export function InvoiceDetailPanel({
   detail,
+  detailQuery,
   canEditDetail,
   canVerifyInvoice,
   canUploadInvoice,
@@ -531,8 +532,12 @@ export function InvoiceDetailPanel({
               </div>
             ) : null}
           </>
+        ) : detailQuery.isLoading ? (
+          <p className="text-zinc-500 py-6 text-center bg-zinc-50/50 rounded-lg border border-dashed border-zinc-200 mt-2">加载票据详情...</p>
+        ) : detailQuery.isError ? (
+          <p className="text-red-600 py-6 text-center bg-red-50 rounded-lg border border-red-100 mt-2">票据详情加载失败</p>
         ) : (
-          <p className="text-zinc-500 py-6 text-center bg-zinc-50/50 rounded-lg border border-dashed border-zinc-200 mt-2">请从左侧列表选择一条票据查看详情与修正选项</p>
+          <p className="text-zinc-500 py-6 text-center bg-zinc-50/50 rounded-lg border border-dashed border-zinc-200 mt-2">未找到票据详情</p>
         )}
       </div>
 
diff --git a/client/src/pages/invoice-pool/InvoiceUploadCard.tsx b/client/src/pages/invoice-pool/InvoiceUploadCard.tsx
index df2f1eb0..cb0bd327 100644
--- a/client/src/pages/invoice-pool/InvoiceUploadCard.tsx
+++ b/client/src/pages/invoice-pool/InvoiceUploadCard.tsx
@@ -94,7 +94,6 @@ export function InvoiceUploadCard({
           {selectedFiles.length > 4 ? <div>另有 {selectedFiles.length - 4} 个文件</div> : null}
         </div>
       ) : null}
-      <p className="text-xs text-zinc-500">发票上传仅支持 PDF；附件材料可在对应业务单据中上传图片或其他证明文件。</p>
     </div>
   );
 }
diff --git a/client/tests/e2e/helpers/liveInvoiceOcr.ts b/client/tests/e2e/helpers/liveInvoiceOcr.ts
index d571ceb0..5dceef37 100644
--- a/client/tests/e2e/helpers/liveInvoiceOcr.ts
+++ b/client/tests/e2e/helpers/liveInvoiceOcr.ts
@@ -304,6 +304,7 @@ export async function uploadLiveInvoiceAndWait(page: Page, invoiceFilePath: stri
     const url = new URL(response.url());
     return response.request().method() === "POST" && url.pathname === "/api/invoice-pool/upload" && response.ok();
   });
+  await page.getByRole("button", { name: "台账工具" }).click();
   await page.getByTestId("invoice-upload-file").setInputFiles(invoiceFilePath);
   await page.getByTestId("invoice-upload-submit").click();
   const uploadPayload = (await (await uploadResponsePromise).json()) as UploadInvoiceResponse;
diff --git a/client/tests/e2e/invoice-ocr-flow.spec.ts b/client/tests/e2e/invoice-ocr-flow.spec.ts
index 4fd8ff4d..de7db0e2 100644
--- a/client/tests/e2e/invoice-ocr-flow.spec.ts
+++ b/client/tests/e2e/invoice-ocr-flow.spec.ts
@@ -61,6 +61,7 @@ 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 (await openNavLink(page, "票据")).click();
   await expect(page.getByTestId("invoice-pool-table")).toBeVisible();
 
+  await page.getByRole("button", { name: "台账工具" }).click();
   await page.getByTestId("invoice-upload-file").setInputFiles({
     name: `r73-missing-${Date.now()}.pdf`,
     mimeType: "application/pdf",
diff --git a/client/tests/e2e/main-flow.spec.ts b/client/tests/e2e/main-flow.spec.ts
index 5ba98f44..5943bd38 100644
--- a/client/tests/e2e/main-flow.spec.ts
+++ b/client/tests/e2e/main-flow.spec.ts
@@ -40,6 +40,7 @@ test("E2E 主链路：登录→报销→待办审批→票据OCR→支付→登
     const url = new URL(response.url());
     return response.request().method() === "POST" && url.pathname === "/api/invoice-pool/upload" && response.ok();
   });
+  await page.getByRole("button", { name: "台账工具" }).click();
   await page.getByTestId("invoice-upload-file").setInputFiles({
     name: invoiceFileName,
     mimeType: "application/pdf",
@@ -57,15 +58,15 @@ test("E2E 主链路：登录→报销→待办审批→票据OCR→支付→登
 
   // 预览（popup 存在即可）
   const popupPromise = page.waitForEvent("popup");
-  const invoiceRow = page.getByTestId("invoice-row").filter({ hasText: invoiceFileName }).first();
-  await expect(invoiceRow).toBeVisible();
-  await invoiceRow.getByRole("button").click();
   await page.getByTestId("invoice-preview-button").click();
   const popup = await popupPromise;
   await expect(popup).toHaveURL(new RegExp(`/api/invoice-pool/${invoiceId}`));
   await popup.close();
 
   // 3) bind invoice to reimbursement
+  await page.goto("/invoice-pool");
+  await expect(page.getByTestId("invoice-pool-table")).toBeVisible();
+  await page.getByRole("button", { name: "台账工具" }).click();
   await page.getByTestId("invoice-bind-invoice").selectOption(invoiceId);
   await page.getByTestId("invoice-bind-reimbursement").selectOption(reimbursementId);
   await page.getByTestId("invoice-bind-submit").click();
diff --git a/client/tests/e2e/pc-finance-admin-visual-wave4.spec.ts b/client/tests/e2e/pc-finance-admin-visual-wave4.spec.ts
index dda6632b..f93a20d7 100644
--- a/client/tests/e2e/pc-finance-admin-visual-wave4.spec.ts
+++ b/client/tests/e2e/pc-finance-admin-visual-wave4.spec.ts
@@ -1000,9 +1000,9 @@ async function capture(page: Page, name: string) {
 }
 
 const pages = [
-  { path: "/payment-batches", summary: "payment-batches-summary", proof: "text=批次列表", screenshot: "01-payment-batches" },
+  { path: "/payment-batches", summary: "payment-batches-summary", proof: "text=批次列表", screenshot: "01-payment-batches", expectStatusStrip: false },
   { path: "/ap-operations", proof: "text=异常付款", screenshot: "02-ap-operations", expectStatusStrip: false },
-  { path: "/invoice-pool", summary: "invoice-pool-summary", proof: "data-testid=invoice-pool-table", screenshot: "03-invoice-pool" },
+  { path: "/invoice-pool", summary: "invoice-pool-summary", proof: "data-testid=invoice-pool-table", screenshot: "03-invoice-pool", expectStatusStrip: false },
   { path: "/system/approval-rules", summary: "approval-rules-summary", proof: "data-testid=approval-rules-table", screenshot: "04-approval-rules" },
   { path: "/people", summary: "people-summary", proof: "data-testid=people-table", screenshot: "05-people" },
   { path: "/organization", summary: "organization-summary", proof: "text=研发部", screenshot: "06-organization" },
@@ -1043,7 +1043,7 @@ test("PC 财务台账工具默认收起并可按需打开", async ({ page }) =>
   await expect(page.getByTestId("payment-batch-create-panel")).toHaveCount(0);
   await page.getByRole("button", { name: "台账工具" }).click();
   await expect(page.getByTestId("payment-batch-create-panel")).toBeVisible();
-  await expect(page.getByTestId("payment-batch-create-panel")).toContainText("台账工具 · 新建批次");
+  await expect(page.getByTestId("payment-batch-create-panel")).toContainText("新建批次");
 
   await page.goto("/ap-operations");
   await expect(page.getByRole("button", { name: "导出 CSV" })).toHaveCount(0);
@@ -1082,7 +1082,7 @@ test("PC 票据中心辅助核验动作可提交并重试", async ({ page }) =>
   await page.setViewportSize({ width: 1440, height: 960 });
   await login(page);
 
-  await page.goto("/invoice-pool");
+  await page.goto(`/invoice-pool?id=${invoiceListItem.id}`);
   await expect(page.getByTestId("invoice-detail-panel")).toBeVisible();
   await expect(page.getByTestId("invoice-trigger-verification")).toBeVisible();
   await expect(page.getByTestId("invoice-retry-verification")).toBeVisible();
@@ -1118,7 +1118,7 @@ test("PC 票据中心辅助核验错误提示可理解", async ({ page }) => {
   await page.setViewportSize({ width: 1440, height: 960 });
   await login(page);
 
-  await page.goto("/invoice-pool");
+  await page.goto(`/invoice-pool?id=${invoiceListItem.id}`);
   await expect(page.getByTestId("invoice-detail-panel")).toBeVisible();
 
   await page.getByTestId("invoice-trigger-verification").click();
diff --git a/client/tests/e2e/r103-cross-page-ui-consistency.spec.ts b/client/tests/e2e/r103-cross-page-ui-consistency.spec.ts
index b86351d2..faf6a5b7 100644
--- a/client/tests/e2e/r103-cross-page-ui-consistency.spec.ts
+++ b/client/tests/e2e/r103-cross-page-ui-consistency.spec.ts
@@ -344,15 +344,20 @@ test.describe("R103 cross page UI consistency", () => {
 
   test("采购页显示中文标题并使用中文附件上传控件", async ({ page }) => {
     await page.setViewportSize({ width: 1440, height: 960 });
-    await page.goto(`/purchase-requests?id=${purchaseId}`);
+    await page.goto("/purchase-requests");
 
     await expect(page.locator("header").filter({ hasText: "业务" }).getByText("采购申请")).toBeVisible();
     await expect(page.getByRole("heading", { name: "采购申请" })).toBeVisible();
     await expect(page.getByTestId("purchase-requests-table")).toBeVisible();
     await expect(page.getByTestId("purchase-ledger-tools")).toBeVisible();
+    await expect(page.getByTestId("purchase-attachment-upload")).toHaveCount(0);
     await expect(page.getByTestId("purchase-row-next-step")).toHaveCount(0);
     await expect(page.getByText("付款处理")).toHaveCount(0);
     await expect(page.getByText("/purchase-requests")).toHaveCount(0);
+
+    await page.goto(`/purchase-requests?id=${purchaseId}`);
+    await expect(page.getByTestId("purchase-requests-table")).toHaveCount(0);
+    await expect(page.getByTestId("purchase-ledger-tools")).toHaveCount(0);
     await expect(page.getByTestId("purchase-attachment-upload")).toHaveText("上传附件");
     await expect(page.getByText("Choose File")).toHaveCount(0);
 
@@ -370,6 +375,8 @@ test.describe("R103 cross page UI consistency", () => {
     await page.goto("/invoice-pool");
 
     await expect(page.getByRole("heading", { name: "票据中心" })).toBeVisible();
+    await expect(page.getByTestId("invoice-detail-panel")).toHaveCount(0);
+    await page.getByRole("button", { name: "台账工具" }).click();
     await expect(page.getByTestId("invoice-bind-reimbursement")).toContainText("草稿单 · 2026-05-06");
     await expect(page.getByTestId("invoice-bind-reimbursement")).not.toContainText(reimbursementId);
     await expect(page.getByText("/invoice-pool")).toHaveCount(0);
diff --git a/client/tests/e2e/r92-mobile-invoice-usability.spec.ts b/client/tests/e2e/r92-mobile-invoice-usability.spec.ts
index e0519b2f..79f1738e 100644
--- a/client/tests/e2e/r92-mobile-invoice-usability.spec.ts
+++ b/client/tests/e2e/r92-mobile-invoice-usability.spec.ts
@@ -326,6 +326,9 @@ test.describe("R92 手机端票据与报销可用性", () => {
     await expect(page.getByText("票据详情")).toBeVisible();
     await attachScreenshot(page, testInfo, "r97-invoice-pool-mobile.png");
 
+    await page.goto("/invoice-pool");
+    await expect(page.getByTestId("invoice-mobile-row")).toBeVisible();
+    await page.getByRole("button", { name: "台账工具" }).click();
     await page.getByTestId("invoice-upload-file").setInputFiles([
       { name: "invoice-a.pdf", mimeType: "application/pdf", buffer: Buffer.from("%PDF-a") },
       { name: "invoice-b.pdf", mimeType: "application/pdf", buffer: Buffer.from("%PDF-b") },
diff --git a/client/tests/e2e/system-action-confirmation.spec.ts b/client/tests/e2e/system-action-confirmation.spec.ts
index 4c6c2011..afb2e8b4 100644
--- a/client/tests/e2e/system-action-confirmation.spec.ts
+++ b/client/tests/e2e/system-action-confirmation.spec.ts
@@ -307,7 +307,7 @@ test.describe("R7E 全站高风险操作二次确认", () => {
     });
 
     await login(page, user);
-    await page.goto("/payment-batches");
+    await page.goto(`/payment-batches?id=${paymentBatchId}`);
     await expect(page.getByText("PAY-ACTION-001").first()).toBeVisible();
 
     await page.getByRole("button", { name: "执行" }).click();
diff --git a/client/tests/e2e/travel-payment-flow.spec.ts b/client/tests/e2e/travel-payment-flow.spec.ts
index cb266e14..43c1e8b9 100644
--- a/client/tests/e2e/travel-payment-flow.spec.ts
+++ b/client/tests/e2e/travel-payment-flow.spec.ts
@@ -59,6 +59,7 @@ test("E2E 差旅支付主链路：申请→审批→支付→绑票", async ({ p
       const url = new URL(response.url());
       return response.request().method() === "POST" && url.pathname === "/api/invoice-pool/upload" && response.ok();
     });
+    await page.getByRole("button", { name: "台账工具" }).click();
     await page.getByTestId("invoice-upload-file").setInputFiles({
       name: invoiceFileName,
       mimeType: "application/pdf",
@@ -76,8 +77,9 @@ test("E2E 差旅支付主链路：申请→审批→支付→绑票", async ({ p
     const invoiceDetailText = await page.getByTestId("invoice-detail-panel").innerText();
     const invoiceCode = extractInvoiceCode(invoiceDetailText);
 
-    await page.reload();
+    await page.goto("/invoice-pool");
     await expect(page.getByTestId("invoice-pool-table")).toBeVisible();
+    await page.getByRole("button", { name: "台账工具" }).click();
     const bindCard = page.locator(".card-std").filter({ hasText: "绑定业务单据" }).first();
     await bindCard.getByRole("combobox").first().selectOption("travelOrder");
     await page.getByTestId("invoice-bind-invoice").selectOption(invoiceId);
diff --git a/docs/产品设计规则.md b/docs/产品设计规则.md
index caa365f6..5000eb93 100644
--- a/docs/产品设计规则.md
+++ b/docs/产品设计规则.md
@@ -32,7 +32,7 @@
 
 A 类页面优先保证真实试运行路径顺畅；B 类页面优先保证台账、复核和导出不误导；C 类页面允许展示更多审计和排障信息，但不得泄露无权限数据。
 
-页面模板固定为六类：`工作台总览`、`任务处理列表`、`业务台账列表`、`主从工作台`、`详情工作区`、`管理配置页`。后续新增或重构页面必须先判定页面分级和模板，再设计业务内容；不允许每个页面临时自创布局。移动端是这些模板的移动表达，不单独开一套 PC 壳层。
+页面模板固定为六类：`工作台总览`、`任务处理列表`、`业务台账列表`、`主从工作台`、`详情工作区`、`管理配置页`。后续新增或重构页面必须先判定页面分级和模板，再设计业务内容；不允许每个页面临时自创布局。移动端是这些模板的移动表达，不单独开一套 PC 壳层。采购、合同、项目、资产、付款、应付账款和票据的首屏默认都是 `业务台账列表`；`主从工作台` 只用于用户显式选择后的执行任务，例如已打开的资产盘点任务，不得在普通台账首屏自动选择第一条记录来填充详情区。
 
 全系统操作语义固定：页面主动作只保留一个且出现在用户预期的主操作区；筛选、台账工具、行级动作、详情高风险动作和移动端底部动作各有稳定位置。不可逆或高风险动作不得混在普通查看/编辑动作里，必须显示当前对象摘要并二次确认。