From 218ea9ad1090a7849559f3226297110c3ea79e3e Mon Sep 17 00:00:00 2001
From: shunli <shunli@qq.com>
Date: Sat, 30 May 2026 17:47:00 +0800
Subject: [PATCH] =?UTF-8?q?=E7=BB=9F=E4=B8=80=E9=A6=96=E6=89=B9=E9=A1=B5?=
 =?UTF-8?q?=E9=9D=A2=E6=88=90=E7=86=9F=E8=AE=BE=E8=AE=A1=E5=9F=BA=E7=BA=BF?=
 =?UTF-8?q?=EF=BC=8805-30-unified-page-design-review=EF=BC=89?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 .../spec/hyb-oa/frontend-react-vite-design.md |  91 +++++
 .../check.jsonl                               |   3 +
 .../design.md                                 |  48 +++
 .../implement.jsonl                           |   2 +
 .../05-30-unified-page-design-review/prd.md   | 124 +++++++
 .../mature-enterprise-ui-reference.md         |  67 ++++
 .../task.json                                 |  36 ++
 .../components/onboarding/WelcomeDialog.tsx   |   2 +-
 client/src/features/navigation/schema.ts      |   2 +
 client/src/index.css                          |  64 ++++
 client/src/pages/MobileProfilePage.tsx        |   4 +-
 client/src/pages/NotificationsPage.tsx        |  31 +-
 client/src/pages/PortalHomePage.tsx           | 140 ++++++--
 client/src/pages/ProfilePage.tsx              |  17 +-
 client/src/pages/ReimbursementsPage.tsx       |   4 +-
 client/src/pages/WorkflowTaskDetailPage.tsx   | 322 ++++++++++--------
 client/src/pages/WorkflowTasksPage.tsx        | 163 ++++-----
 client/tests/e2e/login-portal-ux.spec.ts      |   4 +-
 .../e2e/pc-core-workflow-visual-wave2.spec.ts |   7 +-
 .../e2e/pc-detail-mobile-visual-wave3.spec.ts |  22 +-
 .../e2e/r124-mobile-entry-matrix.spec.ts      |   2 +-
 client/tests/e2e/visual-shell.spec.ts         |   4 +-
 .../e2e/workflow-action-confirm-ui.spec.ts    |   2 +
 .../tests/e2e/workflow-quick-approve.spec.ts  |   2 +-
 24 files changed, 837 insertions(+), 326 deletions(-)
 create mode 100644 .trellis/tasks/05-30-unified-page-design-review/check.jsonl
 create mode 100644 .trellis/tasks/05-30-unified-page-design-review/design.md
 create mode 100644 .trellis/tasks/05-30-unified-page-design-review/implement.jsonl
 create mode 100644 .trellis/tasks/05-30-unified-page-design-review/prd.md
 create mode 100644 .trellis/tasks/05-30-unified-page-design-review/research/mature-enterprise-ui-reference.md
 create mode 100644 .trellis/tasks/05-30-unified-page-design-review/task.json

diff --git a/.trellis/spec/hyb-oa/frontend-react-vite-design.md b/.trellis/spec/hyb-oa/frontend-react-vite-design.md
index 09d32f2f..daa8f203 100644
--- a/.trellis/spec/hyb-oa/frontend-react-vite-design.md
+++ b/.trellis/spec/hyb-oa/frontend-react-vite-design.md
@@ -31,6 +31,97 @@ and verification contracts. Do not copy broad aesthetic guidance from
 - Do not add decorative landing-page styling to operational OA pages.
 - Run `cd client && npm run typecheck && npm run build` for frontend changes.
 
+## Convention: Mature Enterprise Page Baseline
+
+**What**: From `05-30-unified-page-design-review`, hyb-oa PC/mobile pages use
+Feishu approval/workbench mental models plus Ant Design / Ant Design Pro page
+patterns as the mature enterprise baseline. This is a product/interaction
+reference, not a copy of Feishu or Ant Design branding.
+
+**Global contracts**:
+
+- Interaction innovation is off by default for OA, approval, finance, contract,
+  asset and management surfaces. Prefer established Feishu / Ant Design style
+  patterns for page layout, action placement, button naming, tabs, filters,
+  detail panels, confirmations and more menus. Project-specific differences
+  should simplify or hide low-frequency work for small teams, not invent new
+  controls or unusual action flows.
+- Page titles default to the route name only, such as `工作台`, `待我处理`, `报销`,
+  `合同台账`, `个人设置` and `通知中心`. Page subtitles are off by default and
+  appear only for exception, empty, permission-denied, Enterprise WeChat/OA
+  boundary, external-system boundary or irreversible-action explanations.
+- Normal workflows should not be explained in default-visible copy. Do not add
+  subtitles, card descriptions, helper rows or notice bars that restate obvious
+  actions such as "待我处理是处理工作", "查看通知消息", "先核对再处理" or "去处理要做的事".
+- Header primary actions are reserved for creation or a real page-level primary
+  action: `新建报销`, `新建采购`, `新增合同`, `新增资产`, `新建项目`. Workbench,
+  pending-task, notification and read-only record pages must not force a header
+  button for visual symmetry.
+- Button labels use common enterprise verbs: `处理`, `去处理`, `查看详情`,
+  `查看全部`, `查看进度`, `继续编辑`, `新建`, `新增`, `提交`, `保存`, `取消`,
+  `撤回`, `作废`, `归档`, `更多`. Do not use slogan-like or invented labels
+  such as `处理最急的一件`.
+- Sidebar entries are role-aware common work entries, not an all-permissions
+  module catalog. Direct entries may include `工作台`, `待我处理`, `报销`, `采购`,
+  `合同`, `项目`, `资产`, `付款`, `应付账款`, `票据`, `团队`, `请假记录` and `管理`
+  when the current role has real use. Low-frequency, frozen, staged or
+  troubleshooting routes stay in `更多` or the `管理` landing page.
+- List pages use a right-side operation column or card tail. Default row actions
+  are `查看详情`, `处理`, `继续编辑` or `查看进度`; low-frequency or risky actions
+  such as export, batch, void, download, payment and sensitive attachment
+  handling move to `更多`, `台账工具` or the detail page.
+- Business ledger pages use the same shape: page title and optional creation
+  action, visible common filters, table/card list and right-side operation
+  column. `台账工具` contains export, batch, statistics, templates, full-scope
+  views and advanced filters.
+- PC detail pages use an Ant Design Pro style detail workspace: top summary,
+  main facts/details/evidence, right-side state and action panel, and bottom
+  history. Do not build PC details as a free stack of equal-weight large cards.
+- Workflow approval details use one action bar, not vertical action cards:
+  `通过` is the primary action, `退回` and `驳回` are secondary actions, and
+  `转审` defaults to `更多`. Actions that need a reason open a reason input and
+  confirmation after click. Confirmation must include the current object
+  summary and consequences.
+- Mobile pages use top status/focus content, sectioned single-column details or
+  card lists, and one bottom safe-area primary action. Secondary, destructive,
+  approval, payment and transfer actions go into `更多` or a confirmation
+  panel; do not squeeze multiple risky actions into the bottom bar.
+- Normal empty sections should disappear when they have no useful content. Empty
+  states only explain current filter/status absence and one real next step.
+
+**Page map**:
+
+| Surface | Template | First-screen content | Primary action rule |
+| --- | --- | --- | --- |
+| `工作台` | 工作台总览 | 待办摘要、常用业务入口、必要提醒 | No forced header action. Use `去处理`, `新建报销`, `查看全部` inside relevant sections. |
+| `待我处理` | 任务处理列表 | `待处理` / `已处理` tabs, count, minimal filters, task list | Row action is `处理`; `已处理记录` is a tab, not a separate header button. |
+| `审批详情` | 详情工作区 | Summary, facts/evidence, right summary/action panel, history | One action bar: primary `通过`, secondary `退回`/`驳回`, `转审` in `更多`. |
+| `报销` / `采购` / `合同` / `项目` / `资产` / `付款` / `应付账款` / `票据` | 业务台账列表 | Common filters plus table/card list | Header creation only when the route owns creation; risky tools in `台账工具` or detail. |
+| Business details | 详情工作区 | Summary, facts, evidence, relations, history | Right-side state/action panel on PC; bottom primary action on mobile. |
+| `管理` | 管理配置页 | Grouped landing: `人员组织`, `审批流程`, `基础资料`, `系统设置`, `审计排障` | Management subpages use search/filter, table and right operation column. |
+| `个人设置` | 管理配置页 variant | `个人资料`, `账号安全`, `通知偏好`, `企业微信绑定` | No employee dossier, permission matrix or org maintenance in the default profile path. |
+| `通知中心` | 业务台账列表 variant | Event inbox for state changes, reminders, failures and sync results | Notification click deep-links to business detail, workflow task or failure explanation; never duplicates `待我处理`. |
+| `请假记录` / `考勤` | 业务台账列表 or record view | Enterprise WeChat-owned records, mirror status, exceptions and audit | Ordinary users do not see OA daily leave/punch approval creation; OA emergency entry only for authorized emergency/admin scope. |
+| Mobile routes | Mobile expression of the same template | Top status/focus, card list or sectioned detail | One bottom safe-area primary action; secondary actions in `更多` or confirmation. |
+
+**Implementation order for design refactors**:
+
+1. A-class frequent pages: workbench, pending tasks, workflow task detail,
+   personal settings and notification center.
+2. Business ledgers and details: reimbursement, procurement, contracts,
+   projects, assets, payments, AP and invoices.
+3. Management and boundary pages: management landing/subpages, leave records,
+   attendance, Enterprise WeChat archive and mobile equivalents.
+
+**Tests Required**:
+
+- Documentation-only updates: `python3 ./.trellis/scripts/task.py validate
+  <task>`, `node scripts/qa/check-trellis-governance.mjs` and
+  `git diff --check`.
+- Frontend implementation updates: `cd client && npm run typecheck`,
+  `cd client && npm run build`, plus focused Playwright or screenshot coverage
+  for changed A-class, detail, sidebar, action-bar or mobile surfaces.
+
 ## Frozen / Boundary Items
 
 Frozen modules and Enterprise WeChat-owned HR/attendance entries must be labeled
diff --git a/.trellis/tasks/05-30-unified-page-design-review/check.jsonl b/.trellis/tasks/05-30-unified-page-design-review/check.jsonl
new file mode 100644
index 00000000..040727f8
--- /dev/null
+++ b/.trellis/tasks/05-30-unified-page-design-review/check.jsonl
@@ -0,0 +1,3 @@
+{"file": ".trellis/spec/hyb-oa/project-governance.md", "reason": "Trellis task 合同和提交治理要求"}
+{"file": ".trellis/spec/hyb-oa/docs-and-evidence.md", "reason": "文档更新和证据记录规则"}
+{"file": ".trellis/spec/hyb-oa/frontend-react-vite-design.md", "reason": "设计规范一致性检查"}
diff --git a/.trellis/tasks/05-30-unified-page-design-review/design.md b/.trellis/tasks/05-30-unified-page-design-review/design.md
new file mode 100644
index 00000000..ad922dee
--- /dev/null
+++ b/.trellis/tasks/05-30-unified-page-design-review/design.md
@@ -0,0 +1,48 @@
+# 统一页面设计规范确认稿
+
+## 参照系
+
+- 产品心智：飞书审批 / 飞书工作台。
+- 页面与组件模式：Ant Design / Ant Design Pro。
+- 使用方式：借鉴成熟中文企业系统的信息架构、按钮命名、动作位置、列表和详情模式；不复制品牌、Logo、配色或视觉资产。
+
+## 全局规则
+
+0. 操作型页面默认不做交互创新。页面、按钮、筛选、列表、详情、确认弹窗、更多菜单和移动端动作区优先参考飞书/Ant Design 等成熟系统模式；hyb-oa 的差异只体现在小团队裁剪、权限收敛和业务边界，不自创陌生操作。
+1. 页面标题只写页面名。副标题默认取消，只在异常、空状态、权限不足、企微/OA 边界、外部系统边界或不可逆动作说明时出现。
+2. 正常流程不解释。禁止用副标题、卡片描述、提示条解释用户已经能从标题和按钮理解的动作。
+3. 页头主按钮只用于创建类或真实页面级主动作，例如 `新建报销`、`新建采购`、`新增合同`、`新增资产`。
+4. 按钮使用成熟系统常规文案：`处理`、`去处理`、`查看详情`、`查看全部`、`查看进度`、`继续编辑`、`新建`、`新增`、`提交`、`保存`、`更多`。禁止 `处理最急的一件` 这类口号型按钮。
+5. 列表页右侧固定操作列；低频或高风险动作进入 `更多`、`台账工具` 或详情页。
+6. PC 详情页采用顶部摘要、中部事实/明细/证据、右侧状态与动作栏、底部历史；移动端采用单列分区和底部安全区主动作。
+7. 审批详情不使用竖向动作卡片。PC 使用一个动作条：`通过` 主按钮，`退回`、`驳回` 次按钮，`转审` 默认进 `更多`；需要理由的动作点击后再展开输入和确认。
+8. 移动端底部只保留一个主动作，次动作进入 `更多` 或确认面板。
+9. 通知中心只做事件收件箱，不复制待办，不做快速上手或流程解释。
+10. 请假、补卡、外出、加班和打卡由企业微信主办；OA 只做记录、镜像、异常、审计和应急入口。
+
+## 页面归类
+
+| 页面 | 模板 | 规则 |
+| --- | --- | --- |
+| 工作台 | 工作台总览 | 待办摘要、常用业务入口、必要提醒；不强行放页头主按钮。 |
+| 待我处理 | 任务处理列表 | `待处理` / `已处理` 两个 Tab；行操作为 `处理`。 |
+| 审批详情 | 详情工作区 | 摘要、证据、右侧动作栏、历史；禁止竖向动作卡片。 |
+| 报销、采购、合同、项目、资产、付款、应付账款、票据 | 业务台账列表 | 标题、创建按钮、常用筛选、表格/卡片列表、右侧操作列；低频工具进 `台账工具`。 |
+| 业务详情 | 详情工作区 | 摘要、事实、证据、关联、右侧状态/动作、底部历史。 |
+| 管理 | 管理配置页 | 管理首页分 `人员组织`、`审批流程`、`基础资料`、`系统设置`、`审计排障`；子页表格配置。 |
+| 个人设置 | 账号设置页 | `个人资料`、`账号安全`、`通知偏好`、`企业微信绑定`；组织角色只读折叠，维护入口进管理。 |
+| 通知中心 | 事件列表 | 状态变化、提醒、失败、同步结果；点击直达业务详情、审批任务或失败说明。 |
+| 请假记录、考勤 | 记录/镜像页 | 企业微信主办，OA 记录和异常；普通用户不显示 OA 日常新建请假或审批动作。 |
+| 移动页面 | 同模板移动表达 | 顶部状态、卡片/单列详情、底部一个主动作。 |
+
+## 实施批次
+
+1. 第一批：工作台、待我处理、审批详情、个人设置、通知中心。
+2. 第二批：报销、采购、合同、项目、资产、付款、应付账款、票据的列表和详情。
+3. 第三批：管理页、请假记录、考勤、企微归档页和移动端对应页面。
+
+## 验收
+
+- 规范确认阶段：`git diff --check`、Trellis task validate、governance check。
+- 页面实现阶段：`cd client && npm run typecheck`、`cd client && npm run build`、重点页面 Playwright/截图复核。
+- 面向用户可测前：必须部署并完成公网检查。
diff --git a/.trellis/tasks/05-30-unified-page-design-review/implement.jsonl b/.trellis/tasks/05-30-unified-page-design-review/implement.jsonl
new file mode 100644
index 00000000..c4e98452
--- /dev/null
+++ b/.trellis/tasks/05-30-unified-page-design-review/implement.jsonl
@@ -0,0 +1,2 @@
+{"file": ".trellis/spec/hyb-oa/frontend-react-vite-design.md", "reason": "前端设计规范更新目标文件和页面基线来源"}
+{"file": ".trellis/tasks/05-30-unified-page-design-review/research/mature-enterprise-ui-reference.md", "reason": "成熟企业页面参照系调研"}
diff --git a/.trellis/tasks/05-30-unified-page-design-review/prd.md b/.trellis/tasks/05-30-unified-page-design-review/prd.md
new file mode 100644
index 00000000..1fdf62d4
--- /dev/null
+++ b/.trellis/tasks/05-30-unified-page-design-review/prd.md
@@ -0,0 +1,124 @@
+# 统一页面设计规范重审
+
+## Goal
+
+重新统一 hyb-oa 全部 PC/移动页面的设计规则，先解决当前已暴露的“文案解释过多、按钮命名不符合常见系统、动作区位置混乱、审批详情动作竖向铺开、页面模板执行不一致”等问题。规范确认前不进入具体页面实现。
+
+## What I already know
+
+- 目标用户是国内、小于 10 人的科技初创公司，角色重叠，默认不是专职 OA 操作员。
+- 用户明确反馈：
+  - 工作台右上角 `处理最急的一件` 不像常规系统按钮。
+  - 工作台、待我处理、审批详情等页面解释性文案过多。
+  - `待我处理` 页面不应再用大量解释说明普通工作流。
+  - 审批详情页把 `通过`、`驳回`、`退回`、`转审` 等处理动作竖向铺成多个卡片，体验不符合成熟系统。
+- 现有事实源已规定：
+  - 前端视觉与交互裁决优先使用 `frontend-design` skill。
+  - 页面模板有六类：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。
+  - 审批动作应集中在待我处理/审批详情执行。
+  - HR/考勤日常流程由企业微信主办，OA 做镜像、审计、异常、应急。
+- 当前规范存在执行层缺口：有原则，但缺少足够细的“页面级验收模板”和“动作区具体坐标”，导致实现时继续产生自创文案和自创布局。
+- 当前工作区已有与本任务无关的未提交部署脚本变更：`deploy/trialrun/deploy.sh`、`deploy/trialrun/runbook.md`。本任务不得误纳入后续设计提交。
+
+## Research Notes
+
+- 初步外部参照见 `research/mature-enterprise-ui-reference.md`。
+- 设计方向倾向采用成熟中文企业协同/审批系统的保守模式：常规命名、低解释密度、表格/列表动作列、详情页底部或右侧统一动作区、更多操作收纳。
+
+## Assumptions
+
+- 规范已由用户确认，本任务继续承接第一批 A 类高频页面实现。
+- 后续 B/C 类页面仍按小批量拆分推进，避免一次性重写全系统页面。
+- “全面采用成熟设计”不等于复制某个产品的品牌视觉，而是采用其信息架构、交互位置、按钮语义和页面模板。
+
+## Scope
+
+- 更新当前 Trellis task 的 PRD、设计确认稿和调研记录。
+- 更新 `.trellis/spec/hyb-oa/frontend-react-vite-design.md`，把成熟企业页面基线、动作坐标、文案边界、页面归类和实施批次写成后续页面实现的统一规范。
+- 实施第一批 A 类高频页面：工作台、待我处理、审批详情、个人设置、通知中心。
+- 同步受影响的移动个人设置、报销待办入口文案、顶部壳层通知标题和聚焦 E2E/视觉断言。
+- 本轮不部署、不做公网复检。
+
+## Decisions
+
+- 主参照系已确认：产品心智参考飞书审批/飞书工作台，页面和组件规则参考 Ant Design / Ant Design Pro。后续规范采用成熟中文企业协同/OA 系统的常规命名、低解释密度、列表操作列、详情统一动作区和更多操作收纳，不复制竞品品牌视觉。
+- 交互创新边界已确认：OA、审批、财务、合同、资产、管理等操作型页面默认不做交互创新。页面布局、按钮命名、动作位置、Tab、筛选、详情栏、确认弹窗和更多菜单优先套用飞书/Ant Design 等成熟系统模式；项目特有处理只允许做小团队裁剪和降噪，不自创控件或陌生流程。
+- 说明文字密度已确认：默认不解释正常流程，只解释异常、风险、空状态、权限不足、外部系统边界和不可逆动作。禁止用页面副标题、卡片描述或提示条解释用户已经能从标题/按钮理解的普通动作。
+- 工作台首屏已确认：采用飞书式极简工作台，只保留待办摘要、常用业务入口和必要提醒。按钮使用 `去处理`、`新建报销`、`查看全部` 等常规文案，禁止 `处理最急的一件` 这类口号型、自创型按钮。
+- 审批详情动作区已确认：PC 使用右侧或内容底部统一动作条，结构为一个主按钮、少量次按钮和 `更多`；`通过` 为主按钮，`退回`、`驳回` 为次按钮，`转审` 默认进入 `更多`。点击需填写理由的动作后再展开理由输入和确认弹窗，禁止把多个处理动作竖向铺成大卡片。
+- 列表页行操作已确认：右侧固定操作列，主要动作使用 `查看详情`、`处理`、`继续编辑`、`查看进度` 等成熟文案；导出、批量、作废、下载、付款等低频或高风险动作进入 `更多`、`台账工具` 或详情页，不在行内铺多个按钮。
+- 详情页布局已确认：采用 Ant Design Pro 式详情工作区。PC 结构为顶部摘要、中部事实/明细/证据、右侧状态与动作栏、底部历史；移动端转为单列分区和底部动作区。禁止 PC 详情页自由堆叠多个同权重大卡片。
+- 移动端动作区已确认：底部安全区固定一个主动作，次动作进入 `更多` 或二次确认面板；不把多个审批、付款、删除、转审等动作横向挤在底部，也不把最终动作分散到页面中间区块。
+- 页面标题已确认：标题默认只写页面名，例如 `工作台`、`待我处理`、`报销`、`合同台账`。副标题默认取消，只在异常、空状态、权限不足、企业微信/OA 边界、外部系统边界或不可逆动作说明时出现。
+- 页头主按钮已确认：只放创建类或页面级真实主动作，例如 `新建报销`、`新建采购`、`新增合同`、`新增资产`。工作台、待处理、通知等总览/列表页不为了形式强行放主按钮；待办区域内使用 `去处理`、`查看全部` 等常规入口。
+- 侧边栏入口已确认：常用业务直接展示，管理/低频/冻结/阶段性页面进入 `更多`。默认直接入口包括 `工作台`、`待我处理`、`报销`、`采购`、`合同`、`项目`、`资产`、`付款`、`应付账款`、`票据`、`团队`、`请假记录`、`管理`，但仍需按角色和权限收敛，不能按权限把所有可见模块全铺出来。
+- `待我处理` 页面已确认：采用飞书审批式任务列表，主 Tab 为 `待处理` / `已处理`。顶部只显示数量和必要筛选；列表行展示事项、申请人/发起人、等待时间、状态、业务编号和右侧 `处理` 操作。`已处理记录` 不作为孤立右上角按钮，页面不显示解释性副标题或大段说明。
+- 报销、采购、合同、项目、资产、付款、应付账款、票据等业务页已确认统一采用 `业务台账列表`：页头标题与创建按钮、常用筛选区、表格/卡片列表、右侧操作列。低频或高风险工具统一进入 `台账工具`、`更多` 或详情页，不在列表首屏铺开。
+- 管理配置页已确认：侧边栏只保留 `管理`，管理首页按 `人员组织`、`审批流程`、`基础资料`、`系统设置`、`审计排障` 分组进入；子页采用搜索/筛选、表格和右侧操作列。普通业务页面、工作台和个人设置不得混入管理配置矩阵。
+- 个人设置页已确认：采用常见网站账号设置结构，只包含 `个人资料`、`账号安全`、`通知偏好`、`企业微信绑定`。组织、角色、直属汇报只做折叠只读摘要；人员档案、权限、组织维护和角色管理全部进入 `管理`。
+- 通知中心已确认：只做事件收件箱，显示状态变化、提醒、失败、同步结果和流转消息；点击通知必须跳到业务详情、审批任务或失败说明页。通知中心不复制 `待我处理` 列表，不承担快速上手或流程解释职责。
+- 请假/考勤页已确认：企业微信主办请假、补卡、外出、加班和打卡；OA 页面只做记录、镜像、异常、审计和应急入口。普通用户路径不显示 OA 新建请假或日常审批动作；页面标题使用 `请假记录`、`考勤`，只在边界或异常处说明企业微信/OA 分工。
+- 落地范围已确认：先一次性写全系统统一设计规范，再分批实现。首批实现优先级为 A 类高频页面：工作台、待我处理、审批详情、个人设置、通知中心；随后扩展到报销、采购、合同、项目、资产、付款、应付账款、票据等业务台账和详情页。
+
+## Open Questions
+
+- 当前无阻塞问题。第二批业务台账和详情页另按后续任务推进。
+
+## Requirements
+
+- 设计规范必须先明确唯一主参照和辅助组件规范。
+- 规范必须细化到以下级别：
+  - 页面标题、面包屑、页头按钮、说明文字允许出现的条件。
+  - 工作台、待我处理、审批详情、报销列表、报销详情、采购、合同、项目、资产、付款、应付账款、票据、团队、请假记录、考勤、管理配置、个人设置、通知中心、移动端页面的模板和动作区位置。
+  - 列表页操作列、详情页动作区、表单页底部动作、移动端底部动作的统一规则。
+  - 按钮命名：使用常见动词，如 `处理`、`查看详情`、`新建`、`提交`、`保存`、`更多`；禁止类似 `处理最急的一件` 的自创口号型按钮。
+  - 解释性文案规则：正常流程不解释，只有风险、异常、空状态、权限不足、外部系统边界和不可逆动作才解释。
+  - 审批详情动作规则：默认横向主按钮 + 次按钮 + 更多菜单或底部/右侧固定动作区，不把多个动作纵向铺成多个大卡片。
+- 规范必须把页面改造拆成可执行批次，并列明验收标准。
+- 规范确认后，第一批页面实现必须遵守成熟系统基线，不引入自创按钮、解释型副标题或竖向审批动作卡片。
+
+## Acceptance Criteria
+
+- [x] 已与用户确认主要产品参照系。
+- [x] 已更新现有设计规范，不新建分散文档。
+- [x] 规范覆盖全页面类型和关键业务页面。
+- [x] 规范明确常规按钮命名、操作区域坐标、说明文字边界和审批详情动作结构。
+- [x] 规范包含首批实现优先级和验收方式。
+- [x] 已完成第一批页面实现：工作台、待我处理、审批详情、个人设置、通知中心。
+- [x] 已同步受影响 E2E 和视觉截图断言。
+
+## Test Plan
+
+- `git diff --check`
+- `python3 ./.trellis/scripts/task.py validate 05-30-unified-page-design-review`
+- `node scripts/qa/check-trellis-governance.mjs`
+- `cd client && npm run build`
+- `cd client && npx playwright test tests/e2e/login-portal-ux.spec.ts tests/e2e/pc-core-workflow-visual-wave2.spec.ts tests/e2e/workflow-action-confirm-ui.spec.ts tests/e2e/visual-shell.spec.ts tests/e2e/pc-detail-mobile-visual-wave3.spec.ts tests/e2e/r124-mobile-entry-matrix.spec.ts --workers=1 --reporter=list`
+- 必要时复跑失败用例对应 spec，并检查关键截图。
+
+## Out of Scope
+
+- 不复制竞品品牌、Logo、配色或受保护视觉资产。
+- 不改变已确认的业务边界：请假/考勤日常动作继续优先由企业微信主办；OA 不重复处理。
+- 不把当前无关部署脚本变更混入本任务提交。
+- 不在本轮全面改造采购、合同、项目、资产、付款、应付账款、票据和管理配置等第二/第三批页面。
+- 不做公网部署或公网可测声明。
+
+## Technical Notes
+
+- 主要规范文件候选：
+  - `.trellis/spec/hyb-oa/frontend-react-vite-design.md`
+  - `docs/产品设计规则.md`
+- 已定位当前明显问题代码：
+  - `client/src/pages/PortalHomePage.tsx` 已移除 `处理最急的一件`，并补常用入口。
+  - `client/src/pages/WorkflowTasksPage.tsx` 已改为 `待处理` / `已处理` Tab 和行内 `处理`。
+  - `client/src/pages/WorkflowTaskDetailPage.tsx` 已把审批动作收敛到右侧单一动作栏。
+  - `client/src/pages/ProfilePage.tsx`、`MobileProfilePage.tsx` 已统一为 `个人资料`、`账号安全`、`通知偏好`、`企业微信绑定`。
+  - `client/src/pages/NotificationsPage.tsx` 已去掉解释型页头和返回工作台按钮，通知操作改为 `查看详情`。
+
+## Definition of Done
+
+- 规范草案完成并经用户确认。
+- 第一批页面实现完成，且不再出现本轮明确禁止的口号型按钮、旧高级面板和竖向审批动作卡片。
+- 文档、前端构建、聚焦 Playwright、截图复核和 Trellis governance 全部通过。
+- 未部署时不得告知用户可以公网测试。
diff --git a/.trellis/tasks/05-30-unified-page-design-review/research/mature-enterprise-ui-reference.md b/.trellis/tasks/05-30-unified-page-design-review/research/mature-enterprise-ui-reference.md
new file mode 100644
index 00000000..cdaf0ad1
--- /dev/null
+++ b/.trellis/tasks/05-30-unified-page-design-review/research/mature-enterprise-ui-reference.md
@@ -0,0 +1,67 @@
+# 成熟企业页面参照调研
+
+## 目的
+
+为 hyb-oa 重新统一页面设计规则选择稳定参照。重点不是复制视觉品牌，而是借鉴成熟中文企业协作/OA 系统在信息架构、按钮命名、动作区位置、列表和详情页处理方式上的共识。
+
+## 参照候选
+
+### 1. 飞书审批/飞书工作台 + Ant Design Pro/Ant Design 组件规范（推荐）
+
+适配原因：
+
+- 飞书审批小组件公开说明中使用 `待办`、`抄送我`、`已发起`、`发起申请` 四类常见入口，且强调从工作台快速查看审批信息并进入处理页面，适合 hyb-oa 工作台和待处理入口收敛。
+- 飞书开放平台审批页协议中也按 `待审批`、`已审批` 等常见分类表达，符合中文用户心智。
+- Ant Design/Ant Design Pro 是中文企业后台常用设计系统，官方文档有列表页、详情页、按钮区、文案、数据展示等成熟规则，可作为页面结构和组件行为的执行基线。
+- Ant Design 按钮规则明确“一个操作区域最多一个主按钮”、行内操作适合文字按钮/链接按钮、危险操作需要二次确认，这能直接纠正当前审批动作区和工作台口号型按钮问题。
+
+需要注意：
+
+- 飞书本身偏协同工具，hyb-oa 是轻 OA/财务/资产系统，不能照搬飞书的信息流和营销化协作入口。
+- Ant Design 是组件/模式系统，不是业务系统；产品入口和业务边界仍以 hyb-oa 现有事实源为准。
+
+参考链接：
+
+- 飞书审批小组件使用手册：https://www.feishu.cn/hc/zh-CN/articles/633391673719-%E9%A3%9E%E4%B9%A6%E5%AE%A1%E6%89%B9-%E5%B0%8F%E7%BB%84%E4%BB%B6%E4%BD%BF%E7%94%A8%E6%89%8B%E5%86%8C
+- 飞书打开审批页协议：https://open.feishu.cn/document/applink-protocol/supported-protocol/open-an-approval-page?lang=zh-CN
+- Ant Design 设计模式概览：https://ant.design/docs/spec/overview-cn
+- Ant Design 按钮规范：https://ant.design/docs/spec/buttons-cn
+- Ant Design 数据列表规范：https://ant.design/docs/spec/data-list-cn
+- Ant Design 文案规范：https://ant.design/docs/spec/copywriting-cn
+
+### 2. 企业微信审批/工作台
+
+适配原因：
+
+- hyb-oa 当前已集成企业微信，HR/考勤边界由企业微信主办，用户可能熟悉企业微信入口。
+
+不推荐作为唯一参照：
+
+- 企业微信更偏移动端和消息入口，PC 业务台账、财务/合同/资产详情页模式不足。
+- 业务上已明确企业微信主办 HR/考勤，OA 主办报销、采购、合同、资产、付款等；如果完全仿企业微信，容易继续混淆 OA 和企业微信边界。
+
+### 3. 钉钉 OA/审批
+
+适配原因：
+
+- 国内企业对 `待办`、`已处理`、`发起申请`、`审批详情` 等命名熟悉。
+
+不推荐作为唯一参照：
+
+- 钉钉偏大型组织和平台入口，容易把 hyb-oa 带回模块多、入口多、说明多的方向。
+- hyb-oa 面向小于 10 人的小团队，不需要钉钉式全平台工作台。
+
+## 初步结论
+
+推荐锁定：
+
+- 产品心智参照：飞书审批/飞书工作台。
+- 组件和页面模式参照：Ant Design Pro/Ant Design。
+
+落地方式：
+
+- 入口命名采用成熟中文系统常规词，不再用口号式按钮。
+- 工作台只展示摘要和真实行动，不再解释普通入口。
+- 列表页采用标题 + 常用筛选 + 表格/列表 + 操作列。
+- 详情页采用摘要/证据/历史 + 右侧或底部动作区。
+- 审批动作采用一个主按钮、少量次按钮和更多菜单，禁止多个动作纵向铺成大卡片。
diff --git a/.trellis/tasks/05-30-unified-page-design-review/task.json b/.trellis/tasks/05-30-unified-page-design-review/task.json
new file mode 100644
index 00000000..b9af512a
--- /dev/null
+++ b/.trellis/tasks/05-30-unified-page-design-review/task.json
@@ -0,0 +1,36 @@
+{
+  "id": "unified-page-design-review",
+  "name": "unified-page-design-review",
+  "title": "统一页面设计规范重审",
+  "description": "统一 PC/移动页面设计规范，锁定成熟企业页面基线，先确认规范再实施页面改造。",
+  "status": "in_progress",
+  "dev_type": null,
+  "scope": "frontend,docs",
+  "package": null,
+  "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": [
+    ".trellis/spec/hyb-oa/frontend-react-vite-design.md",
+    ".trellis/tasks/05-30-unified-page-design-review/prd.md",
+    ".trellis/tasks/05-30-unified-page-design-review/design.md",
+    ".trellis/tasks/05-30-unified-page-design-review/research/mature-enterprise-ui-reference.md",
+    "client/src/pages/PortalHomePage.tsx",
+    "client/src/pages/WorkflowTasksPage.tsx",
+    "client/src/pages/WorkflowTaskDetailPage.tsx",
+    "client/src/pages/ProfilePage.tsx",
+    "client/src/pages/NotificationsPage.tsx"
+  ],
+  "notes": "",
+  "meta": {}
+}
diff --git a/client/src/components/onboarding/WelcomeDialog.tsx b/client/src/components/onboarding/WelcomeDialog.tsx
index 385d2fb6..0f635481 100644
--- a/client/src/components/onboarding/WelcomeDialog.tsx
+++ b/client/src/components/onboarding/WelcomeDialog.tsx
@@ -26,7 +26,7 @@ const WELCOME_LINKS: WelcomeLinkItem[] = [
   {
     icon: "request_quote",
     label: "提交报销",
-    description: "录入票据和报销说明，查看处理进度",
+    description: "录入票据和报销说明，查看进度",
     to: "/reimbursements",
   },
   {
diff --git a/client/src/features/navigation/schema.ts b/client/src/features/navigation/schema.ts
index 5da25f96..dabe6482 100644
--- a/client/src/features/navigation/schema.ts
+++ b/client/src/features/navigation/schema.ts
@@ -25,8 +25,10 @@ const PAGE_TITLES: Array<{ path: string; title: string; group: string }> = [
   { path: "/assets", title: "资产", group: "业务" },
   { path: "/workflow/tasks/", title: "审批详情", group: "工作" },
   { path: "/workflow/tasks", title: "待我处理", group: "工作" },
+  { path: "/notifications", title: "通知", group: "工作" },
   { path: "/mobile/assets/scan", title: "移动资产扫描", group: "移动工作台" },
   { path: "/mobile/approvals", title: "移动审批", group: "移动工作台" },
+  { path: "/mobile/notifications", title: "移动通知", group: "移动工作台" },
   { path: "/mobile/wecom-approval-archive", title: "移动企微审批历史", group: "移动工作台" },
   { path: "/mobile/capture", title: "移动 PDF 发票上传", group: "移动工作台" },
   { path: "/mobile/leave", title: "移动请假", group: "移动工作台" },
diff --git a/client/src/index.css b/client/src/index.css
index d08beff1..4b44c9c1 100644
--- a/client/src/index.css
+++ b/client/src/index.css
@@ -660,6 +660,43 @@
     @apply border p-3.5;
   }
 
+  .workflow-action-panel {
+    @apply xl:sticky xl:top-20;
+  }
+
+  .workflow-action-bar {
+    @apply flex flex-wrap items-center gap-2;
+  }
+
+  .workflow-action-more {
+    @apply relative;
+  }
+
+  .workflow-action-more > summary {
+    border: 1px solid rgba(203, 213, 225, 0.92);
+    background: rgba(255, 255, 255, 0.96);
+    color: var(--color-text-primary);
+    border-radius: var(--radius-sm);
+    @apply flex h-9 cursor-pointer list-none items-center px-3 text-sm font-medium transition-colors hover:bg-slate-50;
+  }
+
+  .workflow-action-more > summary::-webkit-details-marker {
+    display: none;
+  }
+
+  .workflow-action-more[open] > summary {
+    @apply bg-slate-50;
+  }
+
+  .workflow-action-more > div,
+  .workflow-action-more > button {
+    border: 1px solid rgba(226, 232, 240, 0.94);
+    background: #fff;
+    border-radius: var(--radius-sm);
+    box-shadow: var(--shadow-md);
+    @apply absolute right-0 top-10 z-20 min-w-28 px-3 py-2 text-left text-sm font-medium text-zinc-800 hover:bg-slate-50;
+  }
+
   .notification-inbox {
     @apply space-y-3;
   }
@@ -822,6 +859,33 @@
     @apply overflow-hidden rounded-lg divide-y divide-slate-200/80;
   }
 
+  .portal-quick-entry-grid {
+    @apply grid gap-2 sm:grid-cols-2 xl:grid-cols-3;
+  }
+
+  .portal-quick-entry {
+    border: 1px solid rgba(226, 232, 240, 0.94);
+    background: rgba(255, 255, 255, 0.92);
+    border-radius: var(--radius-sm);
+    color: var(--color-text-primary);
+    @apply flex min-h-[64px] items-center gap-3 px-3.5 py-3 transition-colors hover:border-slate-300 hover:bg-white;
+  }
+
+  .portal-quick-entry__icon {
+    background: rgba(0, 57, 138, 0.08);
+    color: var(--color-accent-primary);
+    @apply flex size-9 shrink-0 items-center justify-center rounded-lg;
+  }
+
+  .portal-quick-entry__title {
+    @apply block truncate text-sm font-semibold;
+  }
+
+  .portal-quick-entry__action {
+    color: var(--color-text-tertiary);
+    @apply mt-0.5 block text-xs font-medium;
+  }
+
   .portal-task-row {
     background: rgba(255, 255, 255, 0.88);
     color: var(--color-text-primary);
diff --git a/client/src/pages/MobileProfilePage.tsx b/client/src/pages/MobileProfilePage.tsx
index 56a80ba0..c620fe52 100644
--- a/client/src/pages/MobileProfilePage.tsx
+++ b/client/src/pages/MobileProfilePage.tsx
@@ -164,7 +164,7 @@ export function MobileProfilePage() {
         </dl>
       </SectionPanel>
 
-      <SectionPanel title="密码与安全">
+      <SectionPanel title="账号安全">
         <div className="mobile-list-card flex min-h-12 items-center justify-between gap-3 text-sm">
           <div>
             <div className="font-semibold text-zinc-900">账号密码</div>
@@ -176,7 +176,7 @@ export function MobileProfilePage() {
         </div>
       </SectionPanel>
 
-      <SectionPanel title="企业微信消息提醒">
+      <SectionPanel title="通知偏好">
         <label className="mobile-list-card flex min-h-12 items-center justify-between gap-3 text-sm text-zinc-800">
           <span>接收企业微信消息提醒</span>
           <input
diff --git a/client/src/pages/NotificationsPage.tsx b/client/src/pages/NotificationsPage.tsx
index dfaa44d1..48201414 100644
--- a/client/src/pages/NotificationsPage.tsx
+++ b/client/src/pages/NotificationsPage.tsx
@@ -16,7 +16,7 @@ const PAGE_SIZE = 20;
 
 const NOTIFICATION_TYPE_OPTIONS = [
   { label: "全部", value: "" },
-  { label: "待我处理", value: "workflow.task_assigned" },
+  { label: "审批提醒", value: "workflow.task_assigned" },
   { label: "报销", value: "reimbursement.approved,reimbursement.rejected,reimbursement.returned,reimbursement.paid" },
   { label: "请假", value: "leave.approved,leave.rejected" },
   { label: "采购", value: "purchase_request.approved,purchase_request.rejected" },
@@ -80,24 +80,17 @@ export function NotificationsPage() {
   return (
     <ListWorkspace>
       <WorkspaceHeader
-        eyebrow="通知"
         title="通知中心"
-        subtitle="这里是事件收件箱；需要处理的事项会直达业务详情或审批任务。"
         actions={
-          <>
-            <Button
-              type="button"
-              variant="secondary"
-              data-testid="notifications-mark-all-read"
-              disabled={(listQuery.data?.unreadCount ?? 0) === 0 || markAllReadMutation.isPending}
-              onClick={() => markAllReadMutation.mutate()}
-            >
-              全部标为已读
-            </Button>
-            <Button asChild variant="secondary" data-testid="notifications-back">
-              <Link to="/portal">返回工作台</Link>
-            </Button>
-          </>
+          <Button
+            type="button"
+            variant="secondary"
+            data-testid="notifications-mark-all-read"
+            disabled={(listQuery.data?.unreadCount ?? 0) === 0 || markAllReadMutation.isPending}
+            onClick={() => markAllReadMutation.mutate()}
+          >
+            全部标为已读
+          </Button>
         }
       />
 
@@ -188,7 +181,7 @@ export function NotificationsPage() {
                       <div className="mt-3 flex flex-wrap gap-2">
                         {targetLink ? (
                           <Button asChild size="sm" variant="secondary" data-testid="notification-mobile-target-link">
-                            <Link to={targetLink}>查看</Link>
+                            <Link to={targetLink}>查看详情</Link>
                           </Button>
                         ) : null}
 
@@ -238,7 +231,7 @@ export function NotificationsPage() {
                         <div className="flex shrink-0 flex-wrap gap-2">
                           {targetLink ? (
                             <Button asChild size="sm" variant="secondary" data-testid="notification-target-link">
-                              <Link to={targetLink}>查看</Link>
+                              <Link to={targetLink}>查看详情</Link>
                             </Button>
                           ) : null}
 
diff --git a/client/src/pages/PortalHomePage.tsx b/client/src/pages/PortalHomePage.tsx
index e9690253..559309b1 100644
--- a/client/src/pages/PortalHomePage.tsx
+++ b/client/src/pages/PortalHomePage.tsx
@@ -38,6 +38,14 @@ type EmptyAction = {
   variant?: "primary" | "secondary" | "ghost";
 };
 
+type QuickEntry = {
+  key: string;
+  label: string;
+  href: string;
+  actionLabel: string;
+  icon: string;
+};
+
 const LEAVE_PORTAL_PERMISSIONS = ["leave.view_own", "leave.view_all", "leave.create", "leave.submit"];
 const EXPENSE_PORTAL_PERMISSIONS = ["expense.view_own", "expense.view_all", "expense.create", "expense.proxy_manage"];
 const PROCUREMENT_PORTAL_PERMISSIONS = ["procurement.view_own", "procurement.view_all", "procurement.create", "procurement.submit"];
@@ -45,6 +53,10 @@ const TRAVEL_PORTAL_PERMISSIONS = ["travel.view_own", "travel.view_all", "travel
 const APPROVAL_PORTAL_PERMISSIONS = ["expense.approve", "leave.approve", "procurement.approve", "travel.approve"];
 const FINANCE_PORTAL_PERMISSIONS = ["payment.batch.manage", "risk.review.manage", "expense.finance.pay"];
 const SYSTEM_PORTAL_PERMISSIONS = ["system.users", "system.settings", "system.audit.view", "notification.channel.manage"];
+const CONTRACT_PORTAL_PERMISSIONS = ["project.view_all", "project.manage", "system.settings"];
+const PROJECT_PORTAL_PERMISSIONS = ["project.view_own", "project.view_all", "project.manage"];
+const ASSET_PORTAL_PERMISSIONS = ["asset.view_own", "asset.view_all", "asset.manage", "asset.transfer", "asset.inventory"];
+const INVOICE_PORTAL_PERMISSIONS = ["invoice.manage"];
 
 const SEVERITY_RANK = {
   high: 3,
@@ -398,8 +410,8 @@ function buildEmptyActions(permissions: string[], roleCapabilities: RoleCapabili
   const actions: EmptyAction[] = [];
 
   if (!roleCapabilities.isAdminOnly && hasAnyPermission(permissions, EXPENSE_PORTAL_PERMISSIONS)) {
-    actions.push({ key: "new-expense", label: "发起报销", href: "/reimbursements", variant: "primary" });
-    actions.push({ key: "my-progress", label: "查看我的进度", href: "/reimbursements", variant: "secondary" });
+    actions.push({ key: "new-expense", label: "新建报销", href: "/reimbursements", variant: "primary" });
+    actions.push({ key: "my-progress", label: "查看进度", href: "/reimbursements", variant: "secondary" });
   }
 
   if (roleCapabilities.canManageSystem) {
@@ -409,6 +421,82 @@ function buildEmptyActions(permissions: string[], roleCapabilities: RoleCapabili
   return actions.slice(0, roleCapabilities.canManageSystem && actions.length > 2 ? 3 : 2);
 }
 
+function buildQuickEntries(permissions: string[], roleCapabilities: RoleCapabilities) {
+  const entries: QuickEntry[] = [];
+
+  if (!roleCapabilities.isAdminOnly && hasAnyPermission(permissions, EXPENSE_PORTAL_PERMISSIONS)) {
+    entries.push({
+      key: "reimbursements",
+      label: "报销",
+      href: "/reimbursements",
+      actionLabel: hasAnyPermission(permissions, ["expense.create", "expense.proxy_manage"]) ? "新建报销" : "查看报销",
+      icon: "request_quote",
+    });
+  }
+
+  if (hasAnyPermission(permissions, PROCUREMENT_PORTAL_PERMISSIONS)) {
+    entries.push({
+      key: "purchase",
+      label: "采购",
+      href: "/purchase-requests",
+      actionLabel: hasAnyPermission(permissions, ["procurement.create", "procurement.submit"]) ? "新建采购" : "查看采购",
+      icon: "shopping_cart",
+    });
+  }
+
+  if (hasAnyPermission(permissions, CONTRACT_PORTAL_PERMISSIONS)) {
+    entries.push({
+      key: "contracts",
+      label: "合同",
+      href: "/contracts-registry",
+      actionLabel: "查看合同",
+      icon: "description",
+    });
+  }
+
+  if (hasAnyPermission(permissions, PROJECT_PORTAL_PERMISSIONS)) {
+    entries.push({
+      key: "projects",
+      label: "项目",
+      href: "/projects",
+      actionLabel: "查看项目",
+      icon: "workspaces",
+    });
+  }
+
+  if (hasAnyPermission(permissions, ASSET_PORTAL_PERMISSIONS)) {
+    entries.push({
+      key: "assets",
+      label: "资产",
+      href: "/assets",
+      actionLabel: "查看资产",
+      icon: "inventory_2",
+    });
+  }
+
+  if (roleCapabilities.canUseFinance) {
+    entries.push({
+      key: "payments",
+      label: "付款",
+      href: "/payment-batches",
+      actionLabel: "处理付款",
+      icon: "payments",
+    });
+  }
+
+  if (hasAnyPermission(permissions, INVOICE_PORTAL_PERMISSIONS)) {
+    entries.push({
+      key: "invoices",
+      label: "票据",
+      href: "/invoice-pool",
+      actionLabel: "查看票据",
+      icon: "receipt_long",
+    });
+  }
+
+  return entries.slice(0, 6);
+}
+
 function sumWorkItemCount(items: WorkItem[]) {
   return items.reduce((total, item) => total + Math.max(1, item.count), 0);
 }
@@ -419,16 +507,12 @@ function SummaryStrip({
   progressCount,
   blockerCount,
   reminderCount,
-  primaryItem,
-  emptyActions,
 }: {
   userName: string;
   actionCount: number;
   progressCount: number;
   blockerCount: number;
   reminderCount: number;
-  primaryItem: WorkItem | null;
-  emptyActions: EmptyAction[];
 }) {
   const attentionCount = blockerCount + reminderCount;
   const summaryText = actionCount > 0
@@ -440,23 +524,9 @@ function SummaryStrip({
   return (
     <section className="portal-work-summary" data-testid="portal-work-summary">
       <div className="min-w-0">
-        <div className="portal-work-summary__eyebrow">工作台</div>
         <div className="portal-work-summary__title">{summaryText}</div>
         <div className="portal-work-summary__meta">{userName} · 当前工作区</div>
       </div>
-      {primaryItem ? (
-        <Button asChild type="button">
-          <Link to={primaryItem.href}>处理最急的一件</Link>
-        </Button>
-      ) : emptyActions[0] ? (
-        <Button
-          asChild
-          variant={emptyActions[0].variant === "secondary" || emptyActions[0].variant === "ghost" ? emptyActions[0].variant : "default"}
-          type="button"
-        >
-          <Link to={emptyActions[0].href}>{emptyActions[0].label}</Link>
-        </Button>
-      ) : null}
     </section>
   );
 }
@@ -493,6 +563,30 @@ function WorkItemList({ items }: { items: WorkItem[] }) {
   );
 }
 
+function QuickEntryPanel({ entries }: { entries: QuickEntry[] }) {
+  if (!entries.length) {
+    return null;
+  }
+
+  return (
+    <SectionPanel title="常用入口">
+      <div className="portal-quick-entry-grid" data-testid="portal-quick-entries">
+        {entries.map((entry) => (
+          <Link className="portal-quick-entry" key={entry.key} to={entry.href}>
+            <span className="portal-quick-entry__icon" aria-hidden="true">
+              <span className="material-symbols-outlined text-[18px]">{entry.icon}</span>
+            </span>
+            <span className="min-w-0">
+              <span className="portal-quick-entry__title">{entry.label}</span>
+              <span className="portal-quick-entry__action">{entry.actionLabel}</span>
+            </span>
+          </Link>
+        ))}
+      </div>
+    </SectionPanel>
+  );
+}
+
 function TodayActionPanel({
   items,
   emptyActions,
@@ -578,11 +672,11 @@ export function PortalHomePage() {
     roleCapabilities.canManageSystem ||
     isManagerRole(permissions);
   const todayActionItems = buildTodayActionItems(payload, roleCapabilities);
+  const quickEntries = buildQuickEntries(permissions, roleCapabilities);
   const progressItems = buildProgressItems(payload);
   const teamBlockers = isManagerView ? buildTeamBlockers(payload, roleCapabilities) : [];
   const managementReminders = buildManagementReminders(payload, roleCapabilities, canSetupWorkspace);
   const emptyActions = buildEmptyActions(permissions, roleCapabilities);
-  const primaryItem = todayActionItems[0] ?? null;
   const actionCount = sumWorkItemCount(todayActionItems);
   const progressCount = sumWorkItemCount(progressItems);
   const blockerCount = sumWorkItemCount(teamBlockers);
@@ -605,10 +699,10 @@ export function PortalHomePage() {
         progressCount={progressCount}
         blockerCount={blockerCount}
         reminderCount={reminderCount}
-        primaryItem={primaryItem}
-        emptyActions={emptyActions}
       />
 
+      <QuickEntryPanel entries={quickEntries} />
+
       <TodayActionPanel items={todayActionItems} emptyActions={emptyActions} />
 
       <div className="portal-task-secondary-grid">
diff --git a/client/src/pages/ProfilePage.tsx b/client/src/pages/ProfilePage.tsx
index b8b36f54..1dca1444 100644
--- a/client/src/pages/ProfilePage.tsx
+++ b/client/src/pages/ProfilePage.tsx
@@ -92,7 +92,7 @@ export function ProfilePage() {
     mutationFn: (notificationPushEnabled: boolean) => updateNotificationPreferences({ notificationPushEnabled }),
     onSuccess: async () => {
       await refreshMe();
-      toast.success("通知设置已更新");
+      toast.success("通知偏好已更新");
     },
     onError: (error) => {
       toast.error(resolveProfileError(error));
@@ -108,16 +108,11 @@ export function ProfilePage() {
     <PageScaffold>
       <PageHeader
         title="个人设置"
-        eyebrow="账号与通知"
-        subtitle="只处理个人资料、安全、通知偏好和企业微信绑定。组织和权限维护统一在管理入口处理。"
         meta={<span className={accountStatusClassName(me?.status)}>{accountStatusLabel(me?.status)}</span>}
       />
 
       <div className="mx-auto max-w-5xl space-y-5">
-        <SectionPanel
-          title="个人资料"
-          description="只展示本人基础信息。如需调整组织、岗位或角色，由管理员在管理入口维护。"
-        >
+        <SectionPanel title="个人资料">
           <dl className="grid gap-4 text-sm text-zinc-700 md:grid-cols-2">
             <div>
               <dt className="text-zinc-500">姓名</dt>
@@ -138,11 +133,10 @@ export function ProfilePage() {
           </dl>
         </SectionPanel>
 
-        <SectionPanel title="密码与安全" description="修改登录密码，保持账号入口可控。">
+        <SectionPanel title="账号安全">
           <div className="flex flex-col gap-3 text-sm text-zinc-600 sm:flex-row sm:items-center sm:justify-between">
             <div>
               <div className="font-medium text-zinc-900">账号密码</div>
-              <p className="mt-1">修改密码需要输入当前密码；忘记密码时请从登录页找回。</p>
             </div>
             <Button asChild type="button" variant="secondary">
               <Link to="/change-password">修改密码</Link>
@@ -150,7 +144,7 @@ export function ProfilePage() {
           </div>
         </SectionPanel>
 
-        <SectionPanel title="通知设置" description="选择是否接收企业微信个人应用提醒。">
+        <SectionPanel title="通知偏好">
           <div className="space-y-3 text-sm text-zinc-600">
             <label className="flex items-center gap-3 text-zinc-800">
               <input
@@ -166,7 +160,7 @@ export function ProfilePage() {
           </div>
         </SectionPanel>
 
-        <SectionPanel title="企业微信绑定" description="绑定后可从企业微信工作台直接进入 OA；企业微信只负责入口和提醒。">
+        <SectionPanel title="企业微信绑定">
           <div className="space-y-4" data-testid="profile-wecom-card">
             {bindNotice ? (
               <div className={`rounded-lg border px-4 py-3 text-sm ${noticeClasses(bindNotice.tone)}`} data-testid="profile-wecom-notice">
@@ -221,7 +215,6 @@ export function ProfilePage() {
           <summary className="flex cursor-pointer list-none items-center justify-between gap-3 px-5 py-4">
             <div>
               <div className="text-base font-semibold text-zinc-900">账号详情</div>
-              <div className="mt-1 text-sm text-zinc-500">组织归属和角色摘要，通常不需要修改。</div>
             </div>
             <span className="text-sm text-zinc-500">展开 / 收起</span>
           </summary>
diff --git a/client/src/pages/ReimbursementsPage.tsx b/client/src/pages/ReimbursementsPage.tsx
index 6389fc04..577069b5 100644
--- a/client/src/pages/ReimbursementsPage.tsx
+++ b/client/src/pages/ReimbursementsPage.tsx
@@ -157,8 +157,8 @@ function resolveListAction(item: ReimbursementListItem) {
   const taskId = item.pendingWorkflow?.task?.id;
   if (taskId && item.pendingWorkflow?.allowedActions.length) {
     return {
-      label: "查看处理",
-      mobileLabel: "查看处理",
+      label: "处理",
+      mobileLabel: "处理",
       to: `/workflow/tasks/${taskId}`,
       primary: false,
     };
diff --git a/client/src/pages/WorkflowTaskDetailPage.tsx b/client/src/pages/WorkflowTaskDetailPage.tsx
index 10a07c8b..e45fc904 100644
--- a/client/src/pages/WorkflowTaskDetailPage.tsx
+++ b/client/src/pages/WorkflowTaskDetailPage.tsx
@@ -115,31 +115,7 @@ function isAlreadyProcessedTaskError(error: unknown) {
   return isApiError(error) && error.details?.task === "already_processed";
 }
 
-function resolveWorkflowNextActionText(input: {
-  taskStatus: string;
-  entityType?: string | null;
-  allowedActions: string[];
-}) {
-  if (input.taskStatus !== "pending") {
-    return "当前审批任务已结束，本页用于查看摘要、依据和处理历史。";
-  }
-
-  const entityName = entityTitle(input.entityType ?? undefined);
-  if (input.allowedActions.includes("approve")) {
-    return `先核对${entityName}摘要、金额/时间和附件依据；确认无误后通过，存在缺口时退回补充。`;
-  }
-  if (input.allowedActions.includes("return")) {
-    return `当前节点可退回，请说明需要补充的${entityName}材料或字段。`;
-  }
-  if (input.allowedActions.includes("reject")) {
-    return `当前节点可驳回，请写清业务原因，便于申请人和后续审计理解。`;
-  }
-  if (input.allowedActions.includes("transfer")) {
-    return "当前节点可转审，请选择更合适的审批人并说明原因。";
-  }
-
-  return "当前账号没有可执行动作，请返回待办列表或联系管理员核对权限。";
-}
+type SecondaryWorkflowAction = "reject" | "return" | "transfer";
 
 export function WorkflowTaskDetailPage() {
   const { taskId = "" } = useParams();
@@ -152,7 +128,9 @@ export function WorkflowTaskDetailPage() {
   const [transferReason, setTransferReason] = useState("当前事项需转交对应审批人处理，请尽快处理。");
   const [selectedApprover, setSelectedApprover] = useState("");
   const [actionError, setActionError] = useState("");
+  const [activeSecondaryAction, setActiveSecondaryAction] = useState<SecondaryWorkflowAction | null>(null);
   const [confirmAction, setConfirmAction] = useState<WorkflowConfirmAction | null>(null);
+  const [transferConfirmOpen, setTransferConfirmOpen] = useState(false);
 
   const detailQuery = useQuery({
     enabled: Boolean(taskId),
@@ -200,6 +178,8 @@ export function WorkflowTaskDetailPage() {
         queryClient.invalidateQueries({ queryKey: ["workflow", "task", taskId] }),
       ]);
       setActionError("");
+      setActiveSecondaryAction(null);
+      setTransferConfirmOpen(false);
       const messages: Record<string, string> = { approve: "已通过", reject: "已驳回", return: "已退回", transfer: "已转审" };
       toast.success(messages[action] ?? "操作成功");
     },
@@ -240,6 +220,20 @@ export function WorkflowTaskDetailPage() {
     setConfirmAction(action);
   }
 
+  function requestWorkflowTransfer() {
+    if (!selectedApprover) {
+      setActionError("请选择转审目标");
+      return;
+    }
+    if (transferReason.trim().length < 10) {
+      setActionError("转审理由至少 10 个字");
+      return;
+    }
+
+    setActionError("");
+    setTransferConfirmOpen(true);
+  }
+
   if (!taskId) {
     return (
       <div className="card-std p-5">
@@ -283,23 +277,18 @@ export function WorkflowTaskDetailPage() {
   const canTransfer = allowedActions.has("transfer");
   const allowedActionLabels = detail.allowedActions.map(workflowActionLabel).join(" / ");
   const businessStatusLabel = workflowInstanceStatusLabel(detail.workflowInstance?.currentStatus);
-  const nextActionText = resolveWorkflowNextActionText({
-    taskStatus: detail.task.status,
-    entityType: detail.workflowInstance?.entityType,
-    allowedActions: detail.allowedActions,
-  });
 
   return (
     <>
     <PageScaffold>
       <EntityOverviewHero
-        title={`任务详情 · ${detail.task.stepName}`}
-        subtitle="先核对业务摘要和证据，再处理通过、退回、驳回或转审。"
+        title="审批详情"
         meta={(
           <>
             <StatusBadge status={detail.task.status} />
             <span className="info-chip">业务状态：{businessStatusLabel}</span>
             <span className="info-chip">类型：{entityTitle(detail.workflowInstance?.entityType)}</span>
+            <span className="info-chip">节点：{detail.task.stepName}</span>
           </>
         )}
         actions={(
@@ -311,20 +300,8 @@ export function WorkflowTaskDetailPage() {
 
       <div className="detail-workspace-grid">
         <div className="space-y-5">
-          <SectionPanel title="当前状态与审批对象" description="首屏只放判断审批所需的状态、摘要和下一步。">
+          <SectionPanel title="当前状态与审批对象">
             <div className="space-y-4" data-testid="workflow-task-overview">
-              <div className="detail-command-panel" data-testid="workflow-task-next-action">
-                <div className="flex flex-col gap-3 md:flex-row md:items-start md:justify-between">
-                  <div className="min-w-0">
-                    <div className="text-xs font-semibold text-zinc-500">下一步</div>
-                    <p className="mt-1 text-sm leading-6 text-zinc-700">{nextActionText}</p>
-                  </div>
-                  <div className="shrink-0 rounded-lg border border-zinc-200 bg-white px-3 py-2 text-sm text-zinc-700">
-                    可执行：<span className="font-semibold text-zinc-900">{allowedActionLabels || "无"}</span>
-                  </div>
-                </div>
-              </div>
-
               <StatStrip columns={4} className="ops-status-strip">
                 <MetricCard title="当前节点" value={<span className="text-base">{detail.task.stepName}</span>} />
                 <MetricCard title="业务类型" value={<span className="text-base">{entityTitle(detail.workflowInstance?.entityType)}</span>} />
@@ -444,107 +421,6 @@ export function WorkflowTaskDetailPage() {
             </SectionPanel>
           ) : null}
 
-          <SectionPanel title="审批动作" description="高风险动作会再次确认；驳回、退回和转审需要留下可复核说明。">
-            <div className="detail-action-stack">
-              {actionError ? (
-                <p
-                  className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600"
-                  data-testid="workflow-task-action-error"
-                >
-                  {actionError}
-                </p>
-              ) : null}
-
-              <div className="detail-action-card flex flex-wrap gap-2">
-                <Button
-                  data-testid="workflow-task-approve"
-                  disabled={!allowedActions.has("approve") || mutation.isPending}
-                  onClick={() => requestWorkflowAction("approve")}
-                  type="button"
-                >
-                  通过
-                </Button>
-              </div>
-
-              <div className="detail-action-card space-y-2">
-                <p className="text-sm font-medium text-zinc-800">驳回</p>
-                <Textarea
-                  data-testid="workflow-task-reject-comment"
-                  onChange={(event) => setRejectComment(event.target.value)}
-                  rows={2}
-                  value={rejectComment}
-                />
-                <Button
-                  data-testid="workflow-task-reject"
-                  variant="secondary"
-                  disabled={!allowedActions.has("reject") || mutation.isPending || rejectComment.trim().length < 1}
-                  onClick={() => requestWorkflowAction("reject")}
-                  type="button"
-                >
-                  提交驳回
-                </Button>
-              </div>
-
-              <div className="detail-action-card space-y-2">
-                <p className="text-sm font-medium text-zinc-800">退回</p>
-                <Textarea
-                  data-testid="workflow-task-return-comment"
-                  onChange={(event) => setReturnComment(event.target.value)}
-                  rows={2}
-                  value={returnComment}
-                />
-                <Button
-                  data-testid="workflow-task-return"
-                  variant="secondary"
-                  disabled={!allowedActions.has("return") || mutation.isPending || returnComment.trim().length < 1}
-                  onClick={() => requestWorkflowAction("return")}
-                  type="button"
-                >
-                  提交退回
-                </Button>
-              </div>
-
-              {canTransfer ? (
-                <div className="detail-action-card space-y-2">
-                  <p className="text-sm font-medium text-zinc-800">转审</p>
-                  <select
-                    className="select-std"
-                    data-testid="workflow-task-transfer-approver"
-                    onChange={(event) => setSelectedApprover(event.target.value)}
-                    value={selectedApprover}
-                  >
-                    <option value="">请选择目标审批人</option>
-                    {(approverQuery.data?.items ?? []).map((item) => (
-                      <option key={item.id} value={item.id}>
-                        {item.name} ({item.employeeNo})
-                      </option>
-                    ))}
-                  </select>
-                  <Textarea
-                    data-testid="workflow-task-transfer-reason"
-                    onChange={(event) => setTransferReason(event.target.value)}
-                    rows={2}
-                    value={transferReason}
-                  />
-                  <Button
-                    data-testid="workflow-task-transfer"
-                    variant="secondary"
-                    disabled={
-                      !allowedActions.has("transfer") ||
-                      mutation.isPending ||
-                      !selectedApprover ||
-                      transferReason.trim().length < 10
-                    }
-                    onClick={() => mutation.mutate("transfer")}
-                    type="button"
-                  >
-                    提交转审
-                  </Button>
-                </div>
-              ) : null}
-            </div>
-          </SectionPanel>
-
           <SectionPanel title="处理历史">
             <div className="detail-timeline">
               {detail.history.length ? (
@@ -565,16 +441,148 @@ export function WorkflowTaskDetailPage() {
         </div>
 
         <div className="space-y-5">
-          <DetailSideMeta title="任务摘要" description="保留审批留痕所需的节点、角色和时间。">
+          <SectionPanel title="处理" className="workflow-action-panel">
+            <div className="detail-action-stack">
+              {actionError ? (
+                <p
+                  className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600"
+                  data-testid="workflow-task-action-error"
+                >
+                  {actionError}
+                </p>
+              ) : null}
+
+              <div className="workflow-action-bar">
+                <Button
+                  data-testid="workflow-task-approve"
+                  disabled={!allowedActions.has("approve") || mutation.isPending}
+                  onClick={() => requestWorkflowAction("approve")}
+                  type="button"
+                >
+                  通过
+                </Button>
+                <Button
+                  data-testid="workflow-task-return-toggle"
+                  variant="secondary"
+                  disabled={!allowedActions.has("return") || mutation.isPending}
+                  onClick={() => setActiveSecondaryAction(activeSecondaryAction === "return" ? null : "return")}
+                  type="button"
+                >
+                  退回
+                </Button>
+                <Button
+                  data-testid="workflow-task-reject-toggle"
+                  variant="secondary"
+                  disabled={!allowedActions.has("reject") || mutation.isPending}
+                  onClick={() => setActiveSecondaryAction(activeSecondaryAction === "reject" ? null : "reject")}
+                  type="button"
+                >
+                  驳回
+                </Button>
+                {canTransfer ? (
+                  <details className="workflow-action-more">
+                    <summary>更多</summary>
+                    <button
+                      data-testid="workflow-task-transfer-menu-item"
+                      type="button"
+                      onClick={() => setActiveSecondaryAction("transfer")}
+                    >
+                      转审
+                    </button>
+                  </details>
+                ) : null}
+              </div>
+
+              {activeSecondaryAction === "reject" ? (
+                <div className="detail-action-card space-y-2">
+                  <p className="text-sm font-medium text-zinc-800">驳回意见</p>
+                  <Textarea
+                    data-testid="workflow-task-reject-comment"
+                    onChange={(event) => setRejectComment(event.target.value)}
+                    rows={3}
+                    value={rejectComment}
+                  />
+                  <Button
+                    data-testid="workflow-task-reject"
+                    variant="secondary"
+                    disabled={!allowedActions.has("reject") || mutation.isPending || rejectComment.trim().length < 1}
+                    onClick={() => requestWorkflowAction("reject")}
+                    type="button"
+                  >
+                    确认驳回
+                  </Button>
+                </div>
+              ) : null}
+
+              {activeSecondaryAction === "return" ? (
+                <div className="detail-action-card space-y-2">
+                  <p className="text-sm font-medium text-zinc-800">退回意见</p>
+                  <Textarea
+                    data-testid="workflow-task-return-comment"
+                    onChange={(event) => setReturnComment(event.target.value)}
+                    rows={3}
+                    value={returnComment}
+                  />
+                  <Button
+                    data-testid="workflow-task-return"
+                    variant="secondary"
+                    disabled={!allowedActions.has("return") || mutation.isPending || returnComment.trim().length < 1}
+                    onClick={() => requestWorkflowAction("return")}
+                    type="button"
+                  >
+                    确认退回
+                  </Button>
+                </div>
+              ) : null}
+
+              {activeSecondaryAction === "transfer" && canTransfer ? (
+                <div className="detail-action-card space-y-2">
+                  <p className="text-sm font-medium text-zinc-800">转审</p>
+                  <select
+                    className="select-std"
+                    data-testid="workflow-task-transfer-approver"
+                    onChange={(event) => setSelectedApprover(event.target.value)}
+                    value={selectedApprover}
+                  >
+                    <option value="">请选择目标审批人</option>
+                    {(approverQuery.data?.items ?? []).map((item) => (
+                      <option key={item.id} value={item.id}>
+                        {item.name} ({item.employeeNo})
+                      </option>
+                    ))}
+                  </select>
+                  <Textarea
+                    data-testid="workflow-task-transfer-reason"
+                    onChange={(event) => setTransferReason(event.target.value)}
+                    rows={3}
+                    value={transferReason}
+                  />
+                  <Button
+                    data-testid="workflow-task-transfer"
+                    variant="secondary"
+                    disabled={
+                      !allowedActions.has("transfer") ||
+                      mutation.isPending ||
+                      !selectedApprover ||
+                      transferReason.trim().length < 10
+                    }
+                    onClick={requestWorkflowTransfer}
+                    type="button"
+                  >
+                    确认转审
+                  </Button>
+                </div>
+              ) : null}
+            </div>
+          </SectionPanel>
+
+          <DetailSideMeta title="任务摘要">
             <div>节点：{detail.task.stepName}</div>
             <div>实例状态：{workflowInstanceStatusLabel(detail.workflowInstance?.currentStatus)}</div>
             <div>当前审批角色：{detail.task.assigneeRole ?? "-"}</div>
             <div>创建时间：{formatDateTime(detail.task.createdAt)}</div>
             <div>完成时间：{formatDateTime(detail.task.completedAt)}</div>
             <div>发起时间：{formatDateTime(detail.workflowInstance?.startedAt)}</div>
-            <div className="rounded-lg border border-zinc-200 bg-zinc-50 p-3 text-zinc-700">
-              {nextActionText}
-            </div>
           </DetailSideMeta>
         </div>
       </div>
@@ -600,6 +608,20 @@ export function WorkflowTaskDetailPage() {
         await mutation.mutateAsync(confirmAction);
       }}
     />
+    <ConfirmDialog
+      open={transferConfirmOpen}
+      onOpenChange={setTransferConfirmOpen}
+      title="确认转审审批？"
+      description={`事项：${entityTitle(detail.workflowInstance?.entityType)} · ${detail.task.stepName}。转审后当前任务会交给目标审批人处理，系统会写入审批历史。`}
+      confirmLabel="确认转审"
+      variant="default"
+      testId="workflow-transfer-confirm-dialog"
+      confirmTestId="workflow-transfer-confirm-submit"
+      cancelTestId="workflow-transfer-confirm-cancel"
+      onConfirm={async () => {
+        await mutation.mutateAsync("transfer");
+      }}
+    />
     </>
   );
 }
diff --git a/client/src/pages/WorkflowTasksPage.tsx b/client/src/pages/WorkflowTasksPage.tsx
index fa1b9643..9b5b9369 100644
--- a/client/src/pages/WorkflowTasksPage.tsx
+++ b/client/src/pages/WorkflowTasksPage.tsx
@@ -1,4 +1,3 @@
-import { useState } from "react";
 import { Link, useSearchParams } from "react-router-dom";
 import { useQuery } from "@tanstack/react-query";
 import { isApiError } from "../api/types";
@@ -15,11 +14,9 @@ import {
   FilterBar,
   ListWorkspace,
   PrimaryTable,
-  StatStrip,
   WorkspaceEmptyState,
   WorkspaceHeader,
 } from "../components/patterns/ListWorkspace";
-import { MetricCard } from "../components/patterns/MetricCard";
 import { Button } from "../components/ui/button";
 import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from "../components/ui/table";
 import { Tabs, TabsList, TabsTrigger } from "../components/ui/tabs";
@@ -210,7 +207,7 @@ export function WorkflowTasksPage() {
   const status = normalizeStatusFilter(searchParams.get("status"));
   const entityType = normalizeEntityFilter(searchParams.get("entityType"));
   const page = Number(searchParams.get("page") ?? "1") || 1;
-  const [showAdvanced, setShowAdvanced] = useState(() => status !== "pending" || entityType !== "all");
+  const taskTab = status === "pending" ? "pending" : "processed";
 
   function updateSearchParams(next: {
     status?: WorkflowStatusFilter;
@@ -248,9 +245,7 @@ export function WorkflowTasksPage() {
   const totalPages = Math.max(1, Math.ceil((query.data?.total ?? 0) / PAGE_SIZE));
   const taskItems = query.data?.items ?? [];
   const isDefaultTaskView = status === "pending" && entityType === "all";
-  const advancedVisible = showAdvanced || !isDefaultTaskView;
   const pendingTotal = summaryQuery.data?.pendingTotal ?? "-";
-  const overdueTotal = summaryQuery.data?.overdueTotal ?? "-";
   const pendingEntitySummary =
     (summaryQuery.data?.byEntityType ?? [])
       .filter((item) => item.pendingTotal > 0)
@@ -260,111 +255,85 @@ export function WorkflowTasksPage() {
     ? formatWaitingDuration(summaryQuery.data.earliestPendingAt)
     : "暂无待处理";
 
-  function returnToPendingTasks() {
-    setShowAdvanced(false);
-    updateSearchParams({ status: "pending", entityType: "all", page: 1 });
-  }
-
-  function openProcessedRecords() {
-    setShowAdvanced(true);
-    updateSearchParams({ status: "completed", entityType: "all", page: 1 });
-  }
-
   return (
     <ListWorkspace>
-      <WorkspaceHeader
-        eyebrow="审批"
-        title="待我处理"
-        actions={
-          <Button
-            type="button"
-            variant="secondary"
-            data-testid="workflow-tasks-advanced-toggle"
-            onClick={advancedVisible ? returnToPendingTasks : openProcessedRecords}
-          >
-            {advancedVisible ? "回到待处理" : "已处理记录"}
-          </Button>
-        }
-      />
+      <WorkspaceHeader title="待我处理" />
 
       <FilterBar className="ops-command-bar !p-3 md:!p-3.5">
         <div className="ops-command-bar__row">
-          <div className="flex min-w-0 flex-wrap items-center gap-3" data-testid="workflow-tasks-focus">
-            <span className="badge-neutral">待处理</span>
-            <span className="text-2xl font-semibold text-zinc-900">{pendingTotal}</span>
-            <span className="text-sm text-zinc-500">
-              最早：{earliestPendingWaiting}
-            </span>
-            {summaryQuery.data?.overdueTotal ? (
-              <span className="rounded-full border border-amber-200 bg-amber-50 px-2.5 py-1 text-xs font-medium text-amber-700">
-                超时 {summaryQuery.data.overdueTotal}
-              </span>
-            ) : null}
+          <div className="flex min-w-0 flex-col gap-3 md:flex-row md:items-center">
+            <Tabs
+              data-testid="workflow-tasks-status-tabs"
+              value={taskTab}
+              onValueChange={(value) =>
+                updateSearchParams({
+                  status: value === "pending" ? "pending" : "completed",
+                  page: 1,
+                })
+              }
+            >
+              <TabsList className="ops-command-bar__tabs !h-auto !justify-start !bg-slate-50">
+                <TabsTrigger data-testid="workflow-tasks-tab-pending" value="pending">
+                  待处理
+                </TabsTrigger>
+                <TabsTrigger data-testid="workflow-tasks-tab-processed" value="processed">
+                  已处理
+                </TabsTrigger>
+              </TabsList>
+            </Tabs>
+            <div className="flex min-w-0 flex-wrap items-center gap-3" data-testid="workflow-tasks-focus">
+              <span className="text-sm font-medium text-zinc-900">待处理 {pendingTotal}</span>
+              <span className="text-sm text-zinc-500">{earliestPendingWaiting}</span>
+              {summaryQuery.data?.overdueTotal ? (
+                <span className="rounded-full border border-amber-200 bg-amber-50 px-2.5 py-1 text-xs font-medium text-amber-700">
+                  超时 {summaryQuery.data.overdueTotal}
+                </span>
+              ) : null}
+            </div>
           </div>
           <div className="ops-command-bar__actions">
-            <span className="text-xs text-zinc-500">业务：{pendingEntitySummary}</span>
-          </div>
-        </div>
-      </FilterBar>
-
-      {advancedVisible ? (
-        <div className="space-y-3" data-testid="workflow-tasks-advanced-panel">
-          <div data-testid="workflow-task-summary">
-            <StatStrip columns={4} className="ops-status-strip">
-              <MetricCard title="待办总数" value={pendingTotal} />
-              <MetricCard title="超时待办" value={overdueTotal} tone="warning" />
-              <MetricCard title="最早待处理" value={earliestPendingWaiting} />
-              <MetricCard
-                title="业务分布"
-                value={<span className="block truncate text-base">{pendingEntitySummary}</span>}
-              />
-            </StatStrip>
-          </div>
-
-          <FilterBar className="ops-command-bar !p-3 md:!p-3.5">
-            <div className="ops-command-bar__row">
-              <Tabs
-                data-testid="workflow-tasks-status-tabs"
-                value={status === "pending" ? "completed" : status}
-                onValueChange={(value) => updateSearchParams({ status: value as WorkflowStatusFilter, page: 1 })}
-              >
-                <TabsList className="ops-command-bar__tabs !h-auto !justify-start !bg-slate-50">
-                  {WORKFLOW_HISTORY_STATUS_OPTIONS.map((item) => (
-                    <TabsTrigger
-                      data-testid={`workflow-tasks-tab-${item.value}`}
-                      key={item.value}
-                      value={item.value}
-                    >
-                      {item.label}
-                    </TabsTrigger>
-                  ))}
-                </TabsList>
-              </Tabs>
-
-              <div className="ops-command-bar__actions">
-                <label className="ops-filter-label" htmlFor="workflow-entity-type-filter">
-                  业务类型
+            <span className="hidden text-xs text-zinc-500 xl:inline">业务：{pendingEntitySummary}</span>
+            {taskTab === "processed" ? (
+              <>
+                <label className="ops-filter-label" htmlFor="workflow-status-filter">
+                  记录
                 </label>
                 <select
-                  id="workflow-entity-type-filter"
-                  className="select-sm min-w-32"
-                  data-testid="workflow-tasks-entity-filter"
-                  value={entityType}
-                  onChange={(event) =>
-                    updateSearchParams({ entityType: event.target.value as WorkflowEntityFilter, page: 1 })
-                  }
+                  id="workflow-status-filter"
+                  className="select-sm min-w-28"
+                  data-testid="workflow-tasks-processed-status-filter"
+                  value={status === "pending" ? "completed" : status}
+                  onChange={(event) => updateSearchParams({ status: event.target.value as WorkflowStatusFilter, page: 1 })}
                 >
-                  {WORKFLOW_ENTITY_OPTIONS.map((item) => (
+                  {WORKFLOW_HISTORY_STATUS_OPTIONS.map((item) => (
                     <option key={item.value} value={item.value}>
                       {item.label}
                     </option>
                   ))}
                 </select>
-              </div>
-            </div>
-          </FilterBar>
+              </>
+            ) : null}
+            <label className="ops-filter-label" htmlFor="workflow-entity-type-filter">
+              业务
+            </label>
+            <select
+              id="workflow-entity-type-filter"
+              className="select-sm min-w-32"
+              data-testid="workflow-tasks-entity-filter"
+              value={entityType}
+              onChange={(event) =>
+                updateSearchParams({ entityType: event.target.value as WorkflowEntityFilter, page: 1 })
+              }
+            >
+              {WORKFLOW_ENTITY_OPTIONS.map((item) => (
+                <option key={item.value} value={item.value}>
+                  {item.label}
+                </option>
+              ))}
+            </select>
+          </div>
         </div>
-      ) : null}
+      </FilterBar>
 
       {query.isLoading ? <TableSkeleton columns={4} rows={5} /> : null}
 
@@ -421,7 +390,7 @@ export function WorkflowTasksPage() {
                         data-testid={TEST_IDS.workflow.detailLink}
                       >
                         <Link to={`/workflow/tasks/${task.id}`}>
-                          {task.status === "pending" ? "查看处理" : "查看详情"}
+                          {task.status === "pending" ? "处理" : "查看详情"}
                         </Link>
                       </Button>
                     </div>
@@ -482,7 +451,7 @@ export function WorkflowTasksPage() {
                               data-testid={TEST_IDS.workflow.detailLink}
                             >
                               <Link to={`/workflow/tasks/${task.id}`}>
-                                {task.status === "pending" ? "查看处理" : "查看详情"}
+                                {task.status === "pending" ? "处理" : "查看详情"}
                               </Link>
                             </Button>
                           </div>
diff --git a/client/tests/e2e/login-portal-ux.spec.ts b/client/tests/e2e/login-portal-ux.spec.ts
index 1df0890b..a17170ab 100644
--- a/client/tests/e2e/login-portal-ux.spec.ts
+++ b/client/tests/e2e/login-portal-ux.spec.ts
@@ -591,8 +591,8 @@ test("个人设置默认只展示账号通知和企业微信，不展示权限 c
 
   await expect(page.getByRole("heading", { name: "个人设置" })).toBeVisible();
   await expect(page.getByRole("heading", { name: "个人资料" })).toBeVisible();
-  await expect(page.getByRole("heading", { name: "密码与安全" })).toBeVisible();
-  await expect(page.getByRole("heading", { name: "通知设置" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "账号安全" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "通知偏好" })).toBeVisible();
   await expect(page.getByRole("heading", { name: "企业微信绑定" })).toBeVisible();
   await expect(page.getByText("账号详情")).toBeVisible();
   await expect(page.getByRole("link", { name: "查看员工档案" })).toHaveCount(0);
diff --git a/client/tests/e2e/pc-core-workflow-visual-wave2.spec.ts b/client/tests/e2e/pc-core-workflow-visual-wave2.spec.ts
index f8444f85..cd5a311f 100644
--- a/client/tests/e2e/pc-core-workflow-visual-wave2.spec.ts
+++ b/client/tests/e2e/pc-core-workflow-visual-wave2.spec.ts
@@ -330,9 +330,8 @@ test("PC 核心工作流 Wave2 视觉截图", async ({ page }) => {
   await expect(page.locator(".ops-command-bar").first()).toBeVisible();
   await expect(page.getByTestId("workflow-tasks-focus")).toBeVisible();
   await expect(page.getByTestId("workflow-task-summary")).toHaveCount(0);
-  await expect(page.getByTestId("workflow-tasks-status-tabs")).toHaveCount(0);
-  await page.getByTestId("workflow-tasks-advanced-toggle").click();
-  await expect(page.getByTestId("workflow-tasks-advanced-panel")).toBeVisible();
-  await expect(page.getByTestId("workflow-task-summary")).toBeVisible();
+  await expect(page.getByTestId("workflow-tasks-status-tabs")).toBeVisible();
+  await page.getByTestId("workflow-tasks-tab-processed").click();
+  await expect(page.getByTestId("workflow-tasks-processed-status-filter")).toBeVisible();
   await capture(page, "04-workflow-tasks");
 });
diff --git a/client/tests/e2e/pc-detail-mobile-visual-wave3.spec.ts b/client/tests/e2e/pc-detail-mobile-visual-wave3.spec.ts
index 9b73baf5..077bc204 100644
--- a/client/tests/e2e/pc-detail-mobile-visual-wave3.spec.ts
+++ b/client/tests/e2e/pc-detail-mobile-visual-wave3.spec.ts
@@ -1070,12 +1070,19 @@ test("Wave3 PC 详情和通知中心视觉截图", async ({ page }) => {
   await page.screenshot({ path: screenshotPath("01-pc-reimbursement-detail.png"), fullPage: true });
 
   await page.goto("/workflow/tasks/task-wave3");
-  await expect(page.getByRole("heading", { name: /任务详情/ })).toBeVisible();
-  await expect(page.getByTestId("workflow-task-next-action")).toBeVisible();
-  await expect(page.getByText("审批动作")).toBeVisible();
+  await expect(page.getByRole("heading", { name: "审批详情" })).toBeVisible();
+  await expect(page.getByTestId("workflow-task-next-action")).toHaveCount(0);
+  await expect(page.getByText("审批动作")).toHaveCount(0);
+  await expect(page.getByRole("heading", { name: "处理", exact: true })).toBeVisible();
   await expect(page.getByTestId("workflow-task-overview")).toBeVisible();
   await page.screenshot({ path: screenshotPath("02-pc-workflow-detail.png"), fullPage: true });
 
+  await page.goto("/notifications");
+  await expect(page.getByRole("heading", { name: "通知" })).toBeVisible();
+  await expect(page.getByTestId("notification-row").first()).toBeVisible();
+  await expect(page.locator("table")).toHaveCount(0);
+  await page.screenshot({ path: screenshotPath("03-pc-notifications.png"), fullPage: true });
+
   await page.goto("/projects");
   await expect(page.getByRole("heading", { name: "项目", exact: true })).toBeVisible();
   await expect(page.getByText("默认只看我负责/我参与")).toBeVisible();
@@ -1102,13 +1109,8 @@ test("Wave3 PC 详情和通知中心视觉截图", async ({ page }) => {
   await page.getByTestId("contracts-registry-row").getByRole("button", { name: "归档" }).click();
   await expect(page.getByTestId("action-confirm-dialog")).toContainText("确认归档");
   await page.getByTestId("action-confirm-cancel").click();
+  await expect(page.getByTestId("action-confirm-dialog")).toHaveCount(0);
   await page.screenshot({ path: screenshotPath("04-pc-contracts-registry.png"), fullPage: true });
-
-  await page.goto("/notifications");
-  await expect(page.getByRole("heading", { name: "通知" })).toBeVisible();
-  await expect(page.getByTestId("notification-row").first()).toBeVisible();
-  await expect(page.locator("table")).toHaveCount(0);
-  await page.screenshot({ path: screenshotPath("05-pc-notifications.png"), fullPage: true });
 });
 
 test("Wave3 移动关键页视觉截图", async ({ page }) => {
@@ -1137,7 +1139,7 @@ test("Wave3 移动关键页视觉截图", async ({ page }) => {
   await page.screenshot({ path: screenshotPath("06-mobile-reimbursement-detail.png"), fullPage: true });
 
   await page.goto("/mobile/approvals");
-  await expect(page.getByRole("heading", { name: "待办", exact: true })).toBeVisible();
+  await expect(page.locator("h1", { hasText: "待我处理" })).toBeVisible();
   await expect(page.getByTestId("mobile-approvals-focus")).toBeVisible();
   await expect(page.getByTestId("mobile-approvals-list")).toBeVisible();
   await expect(page.locator("table")).toHaveCount(0);
diff --git a/client/tests/e2e/r124-mobile-entry-matrix.spec.ts b/client/tests/e2e/r124-mobile-entry-matrix.spec.ts
index c98a4c0b..0238e9d0 100644
--- a/client/tests/e2e/r124-mobile-entry-matrix.spec.ts
+++ b/client/tests/e2e/r124-mobile-entry-matrix.spec.ts
@@ -551,7 +551,7 @@ test.describe("R124 企业微信移动入口矩阵", () => {
       await expect(mobile.page).toHaveURL(/\/mobile\/profile$/);
       await expect(mobile.page.getByTestId("mobile-profile-page")).toBeVisible();
       await expect(mobile.page.getByTestId("mobile-profile-wecom-card")).toBeVisible();
-      await expect(mobile.page.getByRole("heading", { name: "密码与安全" })).toBeVisible();
+      await expect(mobile.page.getByRole("heading", { name: "账号安全" })).toBeVisible();
       await expect(mobile.page.getByRole("heading", { name: "组织与角色摘要" })).toBeVisible();
       await expect(mobile.page.getByText("active", { exact: true })).toHaveCount(0);
       await expect(mobile.page.getByText("manager", { exact: true })).toHaveCount(0);
diff --git a/client/tests/e2e/visual-shell.spec.ts b/client/tests/e2e/visual-shell.spec.ts
index 07584ae8..b5d77e2f 100644
--- a/client/tests/e2e/visual-shell.spec.ts
+++ b/client/tests/e2e/visual-shell.spec.ts
@@ -399,7 +399,7 @@ test.describe("visual shell", () => {
 
     await page.goto("/reimbursements?status=reviewing&scope=all");
     await expect(page.getByTestId("reimbursements-table")).toBeVisible();
-    await expect(page.getByRole("link", { name: "查看处理" })).toBeVisible();
+    await expect(page.getByTestId("reimbursement-detail-link").filter({ hasText: "处理" })).toBeVisible();
     await expect(page.getByRole("button", { name: "批量操作" })).toHaveCount(0);
     await expect(page.getByRole("button", { name: "批量通过" })).toHaveCount(0);
     await expect(page.getByRole("button", { name: "批量驳回" })).toHaveCount(0);
@@ -427,7 +427,7 @@ test.describe("visual shell", () => {
 
     await expect(page.getByTestId("workflow-tasks-mobile-list")).toBeVisible();
     await expect(page.getByTestId("workflow-tasks-table")).toBeHidden();
-    await expect(page.getByRole("link", { name: "查看" })).toBeVisible();
+    await expect(page.getByRole("link", { name: "处理" })).toBeVisible();
 
     await attachScreenshot(page, testInfo, "r97-workflow-tasks-mobile.png");
   });
diff --git a/client/tests/e2e/workflow-action-confirm-ui.spec.ts b/client/tests/e2e/workflow-action-confirm-ui.spec.ts
index 98961409..69f663f9 100644
--- a/client/tests/e2e/workflow-action-confirm-ui.spec.ts
+++ b/client/tests/e2e/workflow-action-confirm-ui.spec.ts
@@ -299,12 +299,14 @@ test.describe("R7E 审批动作二次确认", () => {
     await page.getByTestId("workflow-action-confirm-cancel").click();
     expect(actionCalls.approve).toBe(0);
 
+    await page.getByTestId("workflow-task-reject-toggle").click();
     await page.getByTestId("workflow-task-reject-comment").fill("资料不符合要求，请重新发起。");
     await page.getByTestId("workflow-task-reject").click();
     await expect(page.getByTestId("workflow-action-confirm-dialog")).toContainText("流程将终止");
     await page.getByTestId("workflow-action-confirm-cancel").click();
     expect(actionCalls.reject).toBe(0);
 
+    await page.getByTestId("workflow-task-return-toggle").click();
     await page.getByTestId("workflow-task-return-comment").fill("请补充附件后重新提交。");
     await page.getByTestId("workflow-task-return").click();
     await expect(page.getByTestId("workflow-action-confirm-dialog")).toContainText("回到申请人修改态");
diff --git a/client/tests/e2e/workflow-quick-approve.spec.ts b/client/tests/e2e/workflow-quick-approve.spec.ts
index f15ae35d..fa258474 100644
--- a/client/tests/e2e/workflow-quick-approve.spec.ts
+++ b/client/tests/e2e/workflow-quick-approve.spec.ts
@@ -212,7 +212,7 @@ async function mockWorkflowBoundaryApis(page: Page) {
   return actionCalls;
 }
 
-test("审批列表边界：企微主办请假只进入查看处理", async ({ page }) => {
+test("审批列表边界：企微主办请假只进入处理详情", async ({ page }) => {
   const actionCalls = await mockWorkflowBoundaryApis(page);
 
   await login(page, MANAGER);