统一菜单命名并移除剩余台账工具（05-31-unified-menu-remove-ledger-tools-wave2）

2026-05-31 15:06:26 +08:00
@@ -28,7 +28,7 @@ function entityLabel(entityType: string) {
  if (entityType === "travel_request") return "差旅";
  if (entityType === "asset") return "资产";
  if (entityType === "project") return "项目";
-  if (entityType === "contract_registry") return "合同台账";
+  if (entityType === "contract_registry") return "合同";
  if (entityType === "confidential_doc_ref") return "资料引用";
  return entityType;
 }
@@ -29,8 +29,8 @@ export const NAV_ITEMS: NavItem[] = [
  { to: "/projects", label: "项目", icon: "workspaces", anyOf: ["project.view_own", "project.view_all", "project.manage"] },
  { to: "/system/settings", label: "管理", icon: "settings", anyOf: ["system.settings", "system.users", "masterdata.manage", "notification.channel.manage", "integration.manage", "system.audit.view"] },
  { to: "/workflow/tasks", label: "待我处理", icon: "fact_check", anyOf: ["expense.approve", "leave.approve", "attendance.approve", "procurement.approve", "travel.approve"] },
-  { to: "/contracts-registry", label: "合同台账", icon: "description", anyOf: ["project.view_all", "project.manage", "system.settings"] },
-  { to: "/purchase-requests", label: "采购申请", icon: "shopping_cart", anyOf: ["procurement.create", "procurement.view_own", "procurement.view_all", "procurement.manage"] },
+  { to: "/contracts-registry", label: "合同", icon: "description", anyOf: ["project.view_all", "project.manage", "system.settings"] },
+  { to: "/purchase-requests", label: "采购", icon: "shopping_cart", anyOf: ["procurement.create", "procurement.view_own", "procurement.view_all", "procurement.manage"] },
  { to: "/travel-requests", label: "差旅申请", icon: "flight", anyOf: ["travel.view_all", "travel.manage", "travel.payment.manage"] },
  { to: "/budgets", label: "预算管理", icon: "account_balance", anyOf: ["budget.view", "budget.manage"] },
  { to: "/payment-batches", label: "付款", icon: "payments", anyOf: ["payment.batch.manage", "risk.review.manage"] },
@@ -43,7 +43,7 @@ export const NAV_ITEMS: NavItem[] = [
 const ACCESSIBLE_LABELS: Record<string, string> = {
  "/reimbursements": "我的报销",
  "/workflow/tasks": "待我处理",
-  "/assets": "资产台账",
+  "/assets": "资产",
 };

 const MANAGEMENT_ACTIVE_PATHS = [
@@ -9,8 +9,8 @@ const PAGE_TITLES: Array<{ path: string; title: string; group: string }> = [
  { path: "/attendance", title: "考勤", group: "业务" },
  { path: "/wecom-approval-archive", title: "企微审批历史", group: "业务" },
  { path: "/projects", title: "项目", group: "业务" },
-  { path: "/contracts-registry", title: "合同台账", group: "业务" },
-  { path: "/purchase-requests", title: "采购申请", group: "业务" },
+  { path: "/contracts-registry", title: "合同", group: "业务" },
+  { path: "/purchase-requests", title: "采购", group: "业务" },
  { path: "/travel-requests", title: "差旅申请", group: "更多" },
  { path: "/budgets", title: "预算管理", group: "财务" },
  { path: "/payment-batches", title: "付款", group: "财务" },
@@ -44,6 +44,7 @@ import { ConfirmDialog } from "../components/common/ConfirmDialog";
 import { DateTextInput } from "../components/common/DateTextInput";
 import { ListWorkspace, WorkspaceHeader } from "../components/patterns/ListWorkspace";
 import { Button } from "../components/ui/button";
+import { DropdownMenu, DropdownMenuContent, DropdownMenuItem, DropdownMenuTrigger } from "../components/ui/dropdown-menu";
 import {
  Dialog,
  DialogContent,
@@ -258,7 +259,6 @@ export function ApOperationsPage() {
  const [ledgerDateTo, setLedgerDateTo] = useState("");
  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);
@@ -605,13 +605,26 @@ export function ApOperationsPage() {
            >
              刷新
            </Button>
-            <Button
-              type="button"
-              variant="secondary"
-              onClick={() => setShowLedgerTools((current) => !current)}
-            >
-              台账工具
-            </Button>
+            <DropdownMenu>
+              <DropdownMenuTrigger asChild>
+                <Button
+                  data-testid="ap-export"
+                  type="button"
+                  variant="secondary"
+                  disabled={exportMutation.isPending}
+                >
+                  {exportMutation.isPending ? "导出中..." : "导出"}
+                </Button>
+              </DropdownMenuTrigger>
+              <DropdownMenuContent align="end">
+                <DropdownMenuItem data-testid="ap-export-csv" onSelect={() => exportMutation.mutate("csv")}>
+                  导出 CSV
+                </DropdownMenuItem>
+                <DropdownMenuItem data-testid="ap-export-xlsx" onSelect={() => exportMutation.mutate("xlsx")}>
+                  导出 Excel
+                </DropdownMenuItem>
+              </DropdownMenuContent>
+            </DropdownMenu>
          </>
        }
      />
@@ -629,34 +642,6 @@ export function ApOperationsPage() {
        <SectionError message={resolveErrorMessage(financeLedgerQuery.error, "财务台账加载失败")} />
      ) : null}

-      {showLedgerTools ? (
-        <div className="finance-command-panel space-y-3" data-testid="ap-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>
-            </div>
-            <div className="flex shrink-0 flex-wrap gap-2">
-              <Button
-                type="button"
-                variant="secondary"
-                onClick={() => exportMutation.mutate("csv")}
-                disabled={exportMutation.isPending}
-              >
-                {exportMutation.isPending ? "导出中..." : "导出 CSV"}
-              </Button>
-              <Button
-                type="button"
-                variant="secondary"
-                onClick={() => exportMutation.mutate("xlsx")}
-                disabled={exportMutation.isPending}
-              >
-                {exportMutation.isPending ? "导出中..." : "导出 Excel"}
-              </Button>
-            </div>
-          </div>
-        </div>
-      ) : null}
-
      <div className="finance-command-panel">
        <Tabs value={activeTab} onValueChange={(value) => setActiveTab(value as OperationsTab)}>
          <TabsList className="ops-command-bar__tabs !w-full !justify-start">
@@ -725,7 +725,7 @@ export function AssetRegistryPage() {
  return (
    <ListWorkspace>
      <WorkspaceHeader
-        title="资产台账"
+        title="资产"
        actions={
          <div className="flex flex-wrap gap-2">
            {isAssetDetailMode ? (
@@ -216,7 +216,7 @@ export function ContractsRegistryPage() {
  const [editor, setEditor] = useState<EditorState>(() => buildEmptyEditor(initialProjectId));
  const [showExpiring, setShowExpiring] = useState(false);
  const [showTrialData, setShowTrialData] = useState(false);
-  const [showLedgerTools, setShowLedgerTools] = useState(false);
+  const [showAdvancedFilters, setShowAdvancedFilters] = useState(false);
  const [showEditor, setShowEditor] = useState(false);
  const [confirmExportFormat, setConfirmExportFormat] = useState<ContractRegistryExportFormat | null>(null);
  const [confirmStatusTarget, setConfirmStatusTarget] = useState<ContractRegistryItem | null>(null);
@@ -293,9 +293,9 @@ export function ContractsRegistryPage() {
      await refreshAll();
      setShowEditor(false);
      resetEditor();
-      toast.success(editorId ? "合同台账已更新" : "合同台账已创建");
+      toast.success(editorId ? "合同已更新" : "合同已创建");
    },
-    onError: (error) => toast.error(resolveError(error, editorId ? "更新合同台账失败" : "创建合同台账失败")),
+    onError: (error) => toast.error(resolveError(error, editorId ? "更新合同失败" : "创建合同失败")),
  });

  const toggleStatusMutation = useMutation({
@@ -324,15 +324,15 @@ export function ContractsRegistryPage() {
      }),
    onSuccess: (response, format) => {
      downloadBlob(response.blob, response.filename ?? `contracts-registry.${format}`);
-      toast.success(`合同台账已导出为 ${format.toUpperCase()}`);
+      toast.success(`合同已导出为 ${format.toUpperCase()}`);
    },
-    onError: (error) => toast.error(resolveError(error, "导出合同台账失败")),
+    onError: (error) => toast.error(resolveError(error, "导出合同失败")),
  });

  return (
    <PageScaffold>
      <PageHeader
-        title="合同台账"
+        title="合同"
        actions={
          <div className="flex flex-wrap gap-2">
            {initialProjectId ? (
@@ -349,73 +349,58 @@ export function ContractsRegistryPage() {
            >
              新增合同
            </Button>
-            <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((value) => !value)}>
-              台账工具
+            <Button
+              type="button"
+              variant={showExpiring ? "default" : "secondary"}
+              disabled={expiringQuery.isLoading}
+              onClick={() => setShowExpiring((value) => !value)}
+            >
+              到期列表 {expiringContractCount}
+            </Button>
+            <DropdownMenu>
+              <DropdownMenuTrigger asChild>
+                <Button type="button" variant="secondary" disabled={exportMutation.isPending}>
+                  {exportMutation.isPending ? "导出中..." : "导出"}
+                </Button>
+              </DropdownMenuTrigger>
+              <DropdownMenuContent align="end">
+                <DropdownMenuItem onSelect={() => setConfirmExportFormat("csv")}>
+                  导出 CSV
+                </DropdownMenuItem>
+                <DropdownMenuItem onSelect={() => setConfirmExportFormat("xlsx")}>
+                  导出 Excel
+                </DropdownMenuItem>
+              </DropdownMenuContent>
+            </DropdownMenu>
+            <Button
+              type="button"
+              variant={showAdvancedFilters || filters.expiryDateFrom || filters.expiryDateTo || showTrialData ? "default" : "secondary"}
+              onClick={() => setShowAdvancedFilters((value) => !value)}
+            >
+              筛选
            </Button>
          </div>
        }
      />

-      {showLedgerTools ? (
-        <div className="detail-command-panel space-y-4" data-testid="contracts-ledger-tools">
-          <div className="flex flex-col gap-3 lg:flex-row lg:items-start lg:justify-between">
-            <div>
-              <h3 className="text-base font-semibold text-zinc-900">台账工具</h3>
-            </div>
-            <div className="flex shrink-0 flex-wrap gap-2">
-              <Button
-                type="button"
-                variant="secondary"
-                disabled={expiringQuery.isLoading}
-                onClick={() => setShowExpiring((value) => !value)}
-              >
-                到期列表 {expiringContractCount}
-              </Button>
-              <Button type="button" variant="secondary" disabled={exportMutation.isPending} onClick={() => setConfirmExportFormat("csv")}>
-                {exportMutation.isPending ? "导出中..." : "导出 CSV"}
-              </Button>
-              <Button type="button" variant="secondary" disabled={exportMutation.isPending} onClick={() => setConfirmExportFormat("xlsx")}>
-                {exportMutation.isPending ? "导出中..." : "导出 Excel"}
+      {expiringQuery.isError ? (
+        <div className="text-sm text-red-600">{resolveError(expiringQuery.error, "加载到期预警失败")}</div>
+      ) : null}
+      {showExpiring ? (
+        <div className="detail-command-panel space-y-2" data-testid="contracts-expiring-list">
+          {expiringItems.map((item) => (
+            <div key={item.id} className="flex items-center justify-between gap-3 rounded-lg border border-zinc-200 px-3 py-2 text-sm">
+              <div className="min-w-0">
+                <div className="truncate font-medium text-zinc-900">{item.contractNo} · {item.counterpartyName}</div>
+                <div className="text-xs text-zinc-500">到期日 {formatDisplayDate(item.expiryDate)} · 责任人 {item.owner?.name ?? "-"}</div>
+              </div>
+              <Button type="button" size="sm" variant="secondary" onClick={() => openEditor(item)}>
+                编辑
              </Button>
            </div>
-          </div>
-          <div className="grid gap-3 md:grid-cols-2 xl:grid-cols-4">
-            <div className="space-y-2">
-              <Label>到期日开始</Label>
-              <DateTextInput
-                value={filters.expiryDateFrom}
-                onChange={(event) => setFilters((current) => ({ ...current, expiryDateFrom: event.target.value }))}
-              />
-            </div>
-
-            <div className="space-y-2">
-              <Label>到期日结束</Label>
-              <DateTextInput
-                value={filters.expiryDateTo}
-                onChange={(event) => setFilters((current) => ({ ...current, expiryDateTo: event.target.value }))}
-              />
-            </div>
-          </div>
-          {expiringQuery.isError ? (
-            <div className="text-sm text-red-600">{resolveError(expiringQuery.error, "加载到期预警失败")}</div>
-          ) : null}
-          {showExpiring ? (
-            <div className="space-y-2 border-t border-zinc-200 pt-3">
-              {expiringItems.map((item) => (
-                <div key={item.id} className="flex items-center justify-between gap-3 rounded-lg border border-zinc-200 px-3 py-2 text-sm">
-                  <div className="min-w-0">
-                    <div className="truncate font-medium text-zinc-900">{item.contractNo} · {item.counterpartyName}</div>
-                    <div className="text-xs text-zinc-500">到期日 {formatDisplayDate(item.expiryDate)} · 责任人 {item.owner?.name ?? "-"}</div>
-                  </div>
-                  <Button type="button" size="sm" variant="secondary" onClick={() => openEditor(item)}>
-                    编辑
-                  </Button>
-                </div>
-              ))}
-              {!expiringQuery.isLoading && !expiringItems.length ? (
-                <div className="text-sm text-zinc-500">暂无到期合同</div>
-              ) : null}
-            </div>
+          ))}
+          {!expiringQuery.isLoading && !expiringItems.length ? (
+            <div className="text-sm text-zinc-500">暂无到期合同</div>
          ) : null}
        </div>
      ) : null}
@@ -425,7 +410,7 @@ export function ContractsRegistryPage() {
          <div className="card-std space-y-4 p-6" data-testid="contracts-editor-panel">
            <div className="flex items-start justify-between gap-3">
              <div>
-                <h3 className="text-base font-semibold text-zinc-900">{editorId ? "编辑合同台账" : "新建合同台账"}</h3>
+                <h3 className="text-base font-semibold text-zinc-900">{editorId ? "编辑合同" : "新建合同"}</h3>
                <p className="mt-1 text-sm text-zinc-500">
                  补齐合同类型、金额、签署/生效/到期日期，续约将自动创建新的草稿合同。
                </p>
@@ -676,7 +661,7 @@ export function ContractsRegistryPage() {
            }
            onClick={() => saveMutation.mutate()}
          >
-            {saveMutation.isPending ? (editorId ? "保存中..." : "创建中...") : editorId ? "保存修改" : "创建合同台账"}
+            {saveMutation.isPending ? (editorId ? "保存中..." : "创建中...") : editorId ? "保存修改" : "创建合同"}
          </Button>
        </div>
        ) : null}
@@ -704,13 +689,33 @@ export function ContractsRegistryPage() {
                >
                  重置筛选
                </Button>
-                {showLedgerTools ? (
+              </>
+            }
+            advanced={showAdvancedFilters || filters.expiryDateFrom || filters.expiryDateTo || showTrialData ? (
+              <div className="grid gap-3 md:grid-cols-[160px_160px_auto] xl:grid-cols-[180px_180px_auto]" data-testid="contracts-advanced-filters">
+                <div className="space-y-2">
+                  <Label>到期日开始</Label>
+                  <DateTextInput
+                    value={filters.expiryDateFrom}
+                    onChange={(event) => setFilters((current) => ({ ...current, expiryDateFrom: event.target.value }))}
+                  />
+                </div>
+
+                <div className="space-y-2">
+                  <Label>到期日结束</Label>
+                  <DateTextInput
+                    value={filters.expiryDateTo}
+                    onChange={(event) => setFilters((current) => ({ ...current, expiryDateTo: event.target.value }))}
+                  />
+                </div>
+
+                <div className="flex items-end">
                  <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>
-                ) : null}
-              </>
-            }
+                </div>
+              </div>
+            ) : null}
          >
            <div className="grid gap-3 xl:grid-cols-[minmax(180px,1fr)_160px_160px_minmax(220px,1fr)]">
              <div>
@@ -774,7 +779,7 @@ export function ContractsRegistryPage() {

          {contractsQuery.isLoading ? <div className="text-sm text-zinc-500">加载中...</div> : null}
          {contractsQuery.isError ? (
-            <div className="text-sm text-red-600">{resolveError(contractsQuery.error, "加载合同台账失败")}</div>
+            <div className="text-sm text-red-600">{resolveError(contractsQuery.error, "加载合同失败")}</div>
          ) : null}

          {!showTrialData && hiddenTrialContractCount > 0 ? (
@@ -804,7 +809,7 @@ export function ContractsRegistryPage() {
              </article>
            ))}
            {!contractsQuery.isLoading && !visibleContracts.length ? (
-              <div className="rounded-lg border border-zinc-200 bg-white p-4 text-sm text-zinc-500">暂无合同台账</div>
+              <div className="rounded-lg border border-zinc-200 bg-white p-4 text-sm text-zinc-500">暂无合同</div>
            ) : null}
          </BusinessMobileList>

@@ -884,7 +889,7 @@ export function ContractsRegistryPage() {
              ) : (
                <tr>
                  <td className="py-8 text-center text-sm text-zinc-500" colSpan={6}>
-                    暂无合同台账
+                    暂无合同
                  </td>
                </tr>
              )}
@@ -898,7 +903,7 @@ export function ContractsRegistryPage() {
          if (!open) setConfirmExportFormat(null);
        }}
        kind="sensitiveExport"
-        targetName="合同台账"
+        targetName="合同"
        description="导出文件可能包含合同金额、相对方、项目归属、责任人和归档位置摘要。请确认当前筛选范围和用途合规。"
        onConfirm={() => {
          if (!confirmExportFormat) return;
@@ -87,7 +87,7 @@ export function InvoicePoolPage() {
  const [editTotalAmount, setEditTotalAmount] = useState("");
  const [error, setError] = useState("");
  const [confirmAction, setConfirmAction] = useState<{ type: string; invoiceId: string } | null>(null);
-  const [showLedgerTools, setShowLedgerTools] = useState(false);
+  const [invoiceActionPanel, setInvoiceActionPanel] = useState<"upload" | "bind" | null>(null);
  const previousDetailStatusRef = useRef<InvoicePoolStatus | null>(null);

  // --- Queries ---
@@ -473,7 +473,7 @@ export function InvoicePoolPage() {
  return (
    <ListWorkspace>
      <WorkspaceHeader
-        title="票据中心"
+        title="票据"
        actions={
          <div className="flex flex-wrap gap-2">
            {isInvoiceDetailMode ? (
@@ -481,9 +481,42 @@ export function InvoicePoolPage() {
                返回列表
              </Button>
            ) : (
-              <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((current) => !current)}>
-                台账工具
-              </Button>
+              <>
+                <Button
+                  type="button"
+                  variant={invoiceActionPanel === "upload" ? "default" : "secondary"}
+                  onClick={() => setInvoiceActionPanel((current) => (current === "upload" ? null : "upload"))}
+                >
+                  上传票据
+                </Button>
+                <Button
+                  type="button"
+                  variant={invoiceActionPanel === "bind" ? "default" : "secondary"}
+                  onClick={() => setInvoiceActionPanel((current) => (current === "bind" ? null : "bind"))}
+                >
+                  绑定
+                </Button>
+                <DropdownMenu>
+                  <DropdownMenuTrigger asChild>
+                    <Button
+                      data-testid="invoice-export"
+                      type="button"
+                      variant="secondary"
+                      disabled={exportMutation.isPending}
+                    >
+                      {exportMutation.isPending ? "导出中..." : "导出"}
+                    </Button>
+                  </DropdownMenuTrigger>
+                  <DropdownMenuContent align="end">
+                    <DropdownMenuItem data-testid="invoice-export-csv" onSelect={() => exportMutation.mutate("csv")}>
+                      导出 CSV
+                    </DropdownMenuItem>
+                    <DropdownMenuItem data-testid="invoice-export-xlsx" onSelect={() => exportMutation.mutate("xlsx")}>
+                      导出 Excel
+                    </DropdownMenuItem>
+                  </DropdownMenuContent>
+                </DropdownMenu>
+              </>
            )}
          </div>
        }
@@ -495,66 +528,45 @@ export function InvoicePoolPage() {
        </p>
      ) : null}

-      {!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>
-            </div>
-            <DropdownMenu>
-              <DropdownMenuTrigger asChild>
-                <Button
-                  data-testid="invoice-export"
-                  type="button"
-                  variant="secondary"
-                  disabled={exportMutation.isPending}
-                >
-                  {exportMutation.isPending ? "导出中..." : "导出"}
-                </Button>
-              </DropdownMenuTrigger>
-              <DropdownMenuContent align="end">
-                <DropdownMenuItem data-testid="invoice-export-csv" onSelect={() => exportMutation.mutate("csv")}>
-                  导出 CSV
-                </DropdownMenuItem>
-                <DropdownMenuItem data-testid="invoice-export-xlsx" onSelect={() => exportMutation.mutate("xlsx")}>
-                  导出 Excel
-                </DropdownMenuItem>
-              </DropdownMenuContent>
-            </DropdownMenu>
-          </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}
-          />
+      {!isInvoiceDetailMode && invoiceActionPanel ? (
+        <div className="finance-command-panel space-y-3" data-testid="invoice-actions-panel">
+          {invoiceActionPanel === "upload" ? (
+            <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}
+            />
+          ) : null}
+          {invoiceActionPanel === "bind" ? (
+            <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}
+            />
+          ) : null}
        </div>
      ) : null}

@@ -117,7 +117,7 @@ export function PaymentBatchesPage() {
  const receiptInputRef = useRef<HTMLInputElement | null>(null);
  const [selectedReceiptFiles, setSelectedReceiptFiles] = useState<File[]>([]);
  const [error, setError] = useState("");
-  const [showBatchTools, setShowBatchTools] = useState(false);
+  const [showCreatePanel, setShowCreatePanel] = useState(false);
  const [confirmPaymentAction, setConfirmPaymentAction] = useState<{
    kind: "financeReview" | "financePayment" | "cancel";
    batchId: string;
@@ -356,8 +356,8 @@ export function PaymentBatchesPage() {
              刷新
            </Button>
            {!selectedBatchId ? (
-              <Button type="button" variant={showBatchTools ? "default" : "secondary"} onClick={() => setShowBatchTools((current) => !current)}>
-                台账工具
+              <Button type="button" variant={showCreatePanel ? "default" : "secondary"} onClick={() => setShowCreatePanel((current) => !current)}>
+                新建批次
              </Button>
            ) : null}
          </div>
@@ -366,7 +366,7 @@ export function PaymentBatchesPage() {

      {error ? <div className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">{error}</div> : null}

-      {!selectedBatchId && showBatchTools ? (
+      {!selectedBatchId && showCreatePanel ? (
        <div className="finance-command-panel space-y-4" data-testid="payment-batch-create-panel">
          <div>
            <h3 className="text-base font-semibold text-zinc-900">新建批次</h3>
@@ -596,7 +596,7 @@ export function ProjectDetailPage() {
              <Link to="/projects">返回项目</Link>
            </Button>
            <Button asChild variant="secondary" type="button">
-              <Link to={`/contracts-registry?projectId=${detail.id}`}>合同台账</Link>
+              <Link to={`/contracts-registry?projectId=${detail.id}`}>合同</Link>
            </Button>
            <Button type="button" variant="secondary" disabled={archiveProjectMutation.isPending || detail.status === "archived"} onClick={() => setConfirmArchiveProject(true)}>
              {archiveProjectMutation.isPending ? "归档中..." : "归档项目"}
@@ -1090,7 +1090,7 @@ export function ProjectDetailPage() {
            <div>负责人：{detail.owner?.name ?? "-"}</div>
            <div>项目经理：{detail.manager?.name ?? "-"}</div>
            <div>周报关联：{counts?.weeklyReports ?? 0}</div>
-            <div>合同台账：{counts?.contracts ?? 0}</div>
+            <div>合同：{counts?.contracts ?? 0}</div>
            <div>交付记录：{counts?.deliveries ?? 0}</div>
            <div>资料引用：{counts?.documentRefs ?? 0}</div>
            <div className="rounded-lg border border-zinc-200 p-3 text-zinc-600">
@@ -1156,7 +1156,7 @@ export function ProjectDetailPage() {
                </div>
              </div>
              <div className="rounded-lg border border-zinc-200 p-4">
-                <div className="text-sm text-zinc-500">合同台账</div>
+                <div className="text-sm text-zinc-500">合同</div>
                <div className="mt-1 text-xl font-semibold text-zinc-900">{contractsQuery.data?.items.length ?? 0}</div>
                <div className="mt-2 space-y-2 text-sm">
                  {(contractsQuery.data?.items ?? []).slice(0, 5).map((item) => (
@@ -82,7 +82,7 @@ export function ProjectsPage() {
  const [targetEndAt, setTargetEndAt] = useState("");
  const [isConfidential, setIsConfidential] = useState(false);
  const [showTrialData, setShowTrialData] = useState(false);
-  const [showLedgerTools, setShowLedgerTools] = useState(false);
+  const [showCreatePanel, setShowCreatePanel] = useState(false);

  const listQuery = useQuery({
    queryKey: ["projects", "list", status, mine, q],
@@ -181,79 +181,76 @@ export function ProjectsPage() {
        actions={
          <div className="flex gap-2">
            <Button asChild variant="secondary" type="button">
-              <Link to="/contracts-registry">合同台账</Link>
+              <Link to="/contracts-registry">合同</Link>
            </Button>
-            <Button type="button" variant={showLedgerTools ? "default" : "secondary"} onClick={() => setShowLedgerTools((value) => !value)}>
-              台账工具
+            <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>
+            {canManageProjects ? (
+              <Button type="button" variant={showCreatePanel ? "default" : "secondary"} onClick={() => setShowCreatePanel((value) => !value)}>
+                新建项目
+              </Button>
+            ) : null}
          </div>
        }
      />

-      {showLedgerTools ? (
-        <SectionPanel title="台账工具">
+      {showCreatePanel ? (
+        <SectionPanel title="新建项目">
          <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>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>
-                <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="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>
+            <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
+                type="button"
+                disabled={createMutation.isPending || !name.trim() || !clientName.trim()}
+                onClick={() => createMutation.mutate()}
+              >
+                {createMutation.isPending ? "创建中..." : "创建项目"}
+              </Button>
+              <Button type="button" variant="secondary" onClick={() => setShowCreatePanel(false)}>
+                取消
              </Button>
            </div>
          </div>
@@ -1,7 +1,6 @@
 import { useEffect, useMemo, useRef, useState } from "react";
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { Link, useSearchParams } from "react-router-dom";
-import { Wrench } from "lucide-react";
 import { toast } from "sonner";
 import { isApiError } from "../api/types";
 import { mapApiErrorMessage } from "../api/errorMessages";
@@ -281,7 +280,7 @@ export function PurchaseRequestsPage() {
  const [supplierFilter, setSupplierFilter] = useState("");
  const [legalEntityFilter, setLegalEntityFilter] = useState("");
  const [costCenterFilter, setCostCenterFilter] = useState("");
-  const [showLedgerTools, setShowLedgerTools] = useState(false);
+  const [showAdvancedFilters, setShowAdvancedFilters] = useState(false);
  const [page, setPage] = useState(1);
  const [selectedId, setSelectedId] = useState(searchParams.get("id") ?? "");
  const [hydratedDetailId, setHydratedDetailId] = useState("");
@@ -457,12 +456,12 @@ export function PurchaseRequestsPage() {
  const totalPages = Math.max(1, Math.ceil((listQuery.data?.total ?? 0) / PAGE_SIZE));
  const purchaseItems = listQuery.data?.items ?? [];
  const hasAdvancedFilters = Boolean(supplierFilter || legalEntityFilter || costCenterFilter || (canViewAll && !mine));
-  const canShowLedgerTools =
+  const canShowAdvancedFilters =
    canViewAll ||
    Boolean((suppliersQuery.data?.items ?? []).length) ||
    Boolean((legalEntitiesQuery.data?.items ?? []).length) ||
    Boolean((costCentersQuery.data?.items ?? []).length);
-  const showAdvancedTools = canShowLedgerTools && (showLedgerTools || hasAdvancedFilters);
+  const showAdvancedFilterPanel = canShowAdvancedFilters && (showAdvancedFilters || hasAdvancedFilters);
  const emptyState = resolvePurchaseEmptyStateCopy(status);
  const totalAmountPreview = useMemo(
    () => items.reduce((sum, item) => sum + Number(moneyPreview(item.quantity, item.unitPrice)), 0).toFixed(2),
@@ -803,7 +802,7 @@ export function PurchaseRequestsPage() {
    <ListWorkspace>
      {downloadReasonDialog}
      <WorkspaceHeader
-        title="采购申请"
+        title="采购"
        actions={
          <div className="flex flex-wrap gap-2">
            {isPurchaseDetailMode ? (
@@ -822,15 +821,14 @@ export function PurchaseRequestsPage() {
                    {createMutation.isPending ? "创建中..." : "新建采购"}
                  </Button>
                ) : null}
-                {canShowLedgerTools ? (
+                {canShowAdvancedFilters ? (
                  <Button
-                    data-testid="purchase-ledger-tools"
+                    data-testid="purchase-advanced-filters"
                    type="button"
-                    variant={showAdvancedTools ? "default" : "secondary"}
-                    onClick={() => setShowLedgerTools((current) => !current)}
+                    variant={showAdvancedFilterPanel ? "default" : "secondary"}
+                    onClick={() => setShowAdvancedFilters((current) => !current)}
                  >
-                    <Wrench aria-hidden className="mr-1 size-4" />
-                    台账工具
+                    筛选
                  </Button>
                ) : null}
              </>
@@ -853,8 +851,8 @@ export function PurchaseRequestsPage() {
            {mine ? "我相关" : "全范围"}
          </span>
        }
-        advanced={showAdvancedTools ? (
-          <div className="grid gap-3 md:grid-cols-3 xl:grid-cols-4" data-testid="purchase-ledger-tools-panel">
+        advanced={showAdvancedFilterPanel ? (
+          <div className="grid gap-3 md:grid-cols-3 xl:grid-cols-4" data-testid="purchase-advanced-filters-panel">
            <select
              className="select-std"
              value={supplierFilter}
@@ -22,7 +22,7 @@ const MODULE_LABELS: Record<string, string> = {
  workspace: "工作区设置",
  people: "人员管理",
  organization: "组织架构",
-  contractsRegistry: "合同台账",
+  contractsRegistry: "合同",
  workflowDefinitions: "流程定义",
  systemSettings: "管理",
  featureFlags: "功能管理",
@@ -34,7 +34,7 @@ const MODULE_LABELS: Record<string, string> = {
  notificationChannels: "通知渠道",
  workflowTasks: "待我处理",
  dashboard: "仪表盘",
-  purchaseRequests: "采购申请",
+  purchaseRequests: "采购",
  travelRequests: "差旅申请",
  budgets: "预算管理",
  paymentBatches: "付款",