From a9d91d3259bfbb631823f27c161c4f539c472a76 Mon Sep 17 00:00:00 2001
From: shunli <shunli@qq.com>
Date: Fri, 29 May 2026 22:31:59 +0800
Subject: [PATCH] =?UTF-8?q?=E4=BC=98=E5=8C=96=E5=B7=A5=E4=BD=9C=E5=8F=B0?=
 =?UTF-8?q?=E4=B8=8E=E6=8A=A5=E9=94=80=E4=BB=BB=E5=8A=A1=E4=BC=98=E5=85=88?=
 =?UTF-8?q?=E9=A1=B5=E9=9D=A2=EF=BC=88portal-task-first-redesign=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 |   18 +
 client/src/index.css                          |  101 ++
 client/src/pages/PortalHomePage.tsx           | 1404 +++++------------
 client/src/pages/ReimbursementsPage.tsx       |  285 +++-
 .../tests/e2e/announcements-presence.spec.ts  |   12 +-
 client/tests/e2e/helpers/smokeAssertions.ts   |    2 +-
 client/tests/e2e/login-portal-ux.spec.ts      |   80 +-
 .../manual/r70-trialrun-deep-assist.spec.ts   |    8 +-
 .../e2e/pc-core-workflow-visual-wave2.spec.ts |    4 +-
 .../e2e/r102-reimbursement-main-flow.spec.ts  |    4 +-
 client/tests/e2e/r105-pretrial-visual.spec.ts |    2 +-
 .../e2e/system-action-confirmation.spec.ts    |    2 +-
 client/tests/e2e/visual-portal.spec.ts        |  202 ++-
 client/tests/e2e/visual-shell.spec.ts         |   10 +-
 docs/产品设计规则.md                          |    3 +
 15 files changed, 988 insertions(+), 1149 deletions(-)

diff --git a/.trellis/spec/hyb-oa/frontend-react-vite-design.md b/.trellis/spec/hyb-oa/frontend-react-vite-design.md
index 1887929e..4e92a53d 100644
--- a/.trellis/spec/hyb-oa/frontend-react-vite-design.md
+++ b/.trellis/spec/hyb-oa/frontend-react-vite-design.md
@@ -244,6 +244,24 @@ secondary operations:
   workflow steps that the layout can express.
 - Low-frequency capabilities are hidden or moved, not removed, unless the
   current Trellis task explicitly deletes the capability.
+- Portal/workbench first screen should use a compact status summary plus
+  `今日待处理`; do not use a persistent welcome hero, fixed `报销进度` button,
+  general announcement feed, or folded placeholder sections such as
+  `团队与通知`, `角色重点` or `试点观测摘要`.
+- Workbench sections after `今日待处理` must be conditional: `团队卡点` only for
+  real blockers, `管理提醒` only for real admin/trial issues, and `我的进度`
+  only for reliable status updates. Empty data should disappear, not render as
+  collapsed drawers or statistic cards.
+- Each workbench action row should state what the item is, why the current user
+  is involved, current status/timing, and one next action. Do not represent raw
+  application counts as progress unless the payload includes an actionable or
+  status-level signal.
+- PC reimbursement list defaults to the initiator's own forms even for users
+  with finance/approval roles. The first screen may use task cards for
+  rejected corrections, drafts and reviewing progress; ledger/export/batch,
+  proxy submit, templates and travel-linking remain secondary and must be hidden
+  unless the current user has a real matching capability. Row workflow copy
+  should distinguish `待你处理` from read-only `当前节点`.
 
 **Why**: hyb-oa serves small teams with overlapping roles. Core pages must make
 the next click clear for ordinary employees and approvers, while keeping finance
diff --git a/client/src/index.css b/client/src/index.css
index f9ea870f..d08beff1 100644
--- a/client/src/index.css
+++ b/client/src/index.css
@@ -793,6 +793,107 @@
     @apply h-full;
   }
 
+  .portal-work-summary {
+    background: rgba(255, 255, 255, 0.96);
+    border: 1px solid rgba(226, 232, 240, 0.92);
+    border-radius: var(--radius-panel);
+    box-shadow: var(--shadow-xs);
+    @apply flex flex-col gap-3 px-4 py-3.5 md:flex-row md:items-center md:justify-between md:px-5;
+  }
+
+  .portal-work-summary__eyebrow {
+    color: var(--color-accent-primary);
+    @apply text-xs font-bold;
+  }
+
+  .portal-work-summary__title {
+    color: var(--color-text-primary);
+    @apply mt-1 text-lg font-semibold leading-7 md:text-xl;
+  }
+
+  .portal-work-summary__meta {
+    color: var(--color-text-tertiary);
+    @apply mt-1 text-xs font-medium;
+  }
+
+  .portal-task-list {
+    border: 1px solid rgba(226, 232, 240, 0.94);
+    background: rgba(255, 255, 255, 0.72);
+    @apply overflow-hidden rounded-lg divide-y divide-slate-200/80;
+  }
+
+  .portal-task-row {
+    background: rgba(255, 255, 255, 0.88);
+    color: var(--color-text-primary);
+    @apply grid min-h-[68px] grid-cols-[auto,minmax(0,1fr)] items-center gap-3 px-3.5 py-3 transition-colors hover:bg-white md:grid-cols-[auto,minmax(0,1fr),auto,auto];
+  }
+
+  .portal-task-row--warning {
+    background: rgba(255, 251, 235, 0.74);
+  }
+
+  .portal-task-row--high {
+    background: rgba(254, 242, 242, 0.78);
+  }
+
+  .portal-task-row__icon {
+    background: rgba(0, 57, 138, 0.08);
+    color: var(--color-accent-primary);
+    @apply flex size-9 items-center justify-center rounded-lg;
+  }
+
+  .portal-task-row--warning .portal-task-row__icon {
+    @apply bg-amber-50 text-amber-700;
+  }
+
+  .portal-task-row--high .portal-task-row__icon {
+    @apply bg-red-50 text-red-700;
+  }
+
+  .portal-task-row__title {
+    color: var(--color-text-primary);
+    @apply block truncate text-sm font-semibold;
+  }
+
+  .portal-task-row__reason {
+    color: var(--color-text-secondary);
+    @apply mt-1 block text-xs leading-5;
+  }
+
+  .portal-task-row__meta {
+    color: var(--color-text-secondary);
+    @apply ml-12 inline-flex w-fit rounded-full bg-slate-100 px-2.5 py-0.5 text-xs font-semibold md:ml-0;
+  }
+
+  .portal-task-row__action {
+    color: var(--color-accent-primary);
+    @apply ml-12 text-sm font-semibold md:ml-0;
+  }
+
+  .portal-empty-start {
+    border: 1px dashed rgba(203, 213, 225, 0.9);
+    background: rgba(248, 250, 252, 0.78);
+    @apply flex flex-col gap-4 rounded-lg px-4 py-4 md:flex-row md:items-center md:justify-between;
+  }
+
+  .portal-empty-start__title {
+    color: var(--color-text-primary);
+    @apply text-base font-semibold;
+  }
+
+  .portal-empty-start__desc {
+    color: var(--color-text-secondary);
+    @apply mt-1 text-sm leading-6;
+  }
+
+  .portal-inline-actions {
+    @apply flex flex-wrap gap-2;
+  }
+
+  .portal-task-secondary-grid {
+    @apply grid gap-4 xl:grid-cols-2;
+  }
+
   .portal-list-card {
     background: rgba(255, 255, 255, 0.92);
     border: 1px solid rgba(226, 232, 240, 0.94);
diff --git a/client/src/pages/PortalHomePage.tsx b/client/src/pages/PortalHomePage.tsx
index 2f405b3a..c36fc613 100644
--- a/client/src/pages/PortalHomePage.tsx
+++ b/client/src/pages/PortalHomePage.tsx
@@ -1,78 +1,40 @@
-import { type ReactNode, useEffect, useState } from "react";
+import { useEffect, useState } from "react";
 import { Link } from "react-router-dom";
 import { useQuery } from "@tanstack/react-query";
 import { mapApiErrorMessage } from "../api/errorMessages";
-import {
-  fetchPortalHome,
-  type PortalHomePayload,
-  type PortalRecentActivity,
-  type PortalTeamStatusItem,
-} from "../api/portal";
-import { fetchWorkflowTaskSummary, type WorkflowTaskProductivitySummary } from "../api/workflow";
+import { fetchPortalHome, type PortalHomePayload } from "../api/portal";
 import { isApiError } from "../api/types";
 import { useAuth } from "../auth/AuthContext";
 import { hasAnyPermission, isManagerRole } from "../auth/permissions";
-import { EmployeeAvatar } from "../components/common/EmployeeAvatar";
 import { ErrorBoundary } from "../components/common/ErrorBoundary";
-import { EmptyStateCard } from "../components/common/EmptyStateCard";
 import { WelcomeDialog } from "../components/onboarding/WelcomeDialog";
-import { MetricCard } from "../components/patterns/MetricCard";
 import { PageScaffold } from "../components/patterns/PageScaffold";
 import { SectionPanel } from "../components/patterns/SectionPanel";
-import { WorkbenchHero } from "../components/patterns/WorkbenchHero";
 import { Button } from "../components/ui/button";
-import { Tabs, TabsContent, TabsList, TabsTrigger } from "../components/ui/tabs";
-import { employeePortalSchema, managerPortalSchema } from "../features/portal/schema";
 import {
   clearWelcomeDialogFlag,
   shouldShowWelcomeDialog,
 } from "../lib/onboardingGuide";
-import { readRecentVisits } from "../lib/recentVisits";
 
-type SummaryItem = {
+type RoleCapabilities = NonNullable<PortalHomePayload["roleCapabilities"]>;
+
+type WorkItem = {
   key: string;
-  href: string;
-  label: string;
-  value: string;
-  note?: string;
-  tone?: "normal" | "warning";
-};
-
-function workflowEntityLabel(entityType: string) {
-  if (entityType === "reimbursement") return "报销";
-  if (entityType === "leave") return "请假";
-  if (entityType === "purchase_request") return "采购";
-  if (entityType === "travel_request") return "差旅";
-  if (entityType === "unknown") return "未知业务";
-  return entityType;
-}
-
-type TodoAggregateItem = {
   title: string;
-  sourceLabel: string;
-  severity: "normal" | "warning" | "high";
+  reason: string;
+  meta: string;
   href: string;
+  actionLabel: string;
+  severity: "normal" | "warning" | "high";
   icon: string;
+  priority: number;
 };
 
-type QuickActionConfig = {
+type EmptyAction = {
   key: string;
-  icon: string;
   label: string;
-  description: string;
-  to?: string;
-  onClick?: () => void;
-  disabled?: boolean;
-};
-
-type PortalFocusAction = {
-  label: string;
-  to: string;
-};
-
-type PortalFocusLink = {
-  label: string;
-  to: string;
+  href: string;
+  variant?: "primary" | "secondary" | "ghost";
 };
 
 const LEAVE_PORTAL_PERMISSIONS = ["leave.view_own", "leave.view_all", "leave.create", "leave.submit"];
@@ -82,23 +44,14 @@ 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 TODO_SEVERITY_RANK = {
+
+const SEVERITY_RANK = {
   high: 3,
   warning: 2,
   normal: 1,
 } as const;
 
-function isSummaryItem(item: SummaryItem | null): item is SummaryItem {
-  return Boolean(item);
-}
-
-function severityTone(severity?: "normal" | "warning" | "high") {
-  if (severity === "high") return "danger" as const;
-  if (severity === "warning") return "warning" as const;
-  return "neutral" as const;
-}
-
-function buildFallbackRoleCapabilities(permissions: string[], roleCodes: string[]) {
+function buildFallbackRoleCapabilities(permissions: string[], roleCodes: string[]): RoleCapabilities {
   const hasAdminRole = roleCodes.includes("admin") || hasAnyPermission(permissions, ["*"]);
   const hasBusinessApproverRole = roleCodes.some((roleCode) =>
     ["manager", "ceo", "finance", "finance_mgr", "hr"].includes(roleCode),
@@ -120,687 +73,455 @@ function buildFallbackRoleCapabilities(permissions: string[], roleCodes: string[
   };
 }
 
-function pickCards(cards: PortalHomePayload["cards"], keys: string[]) {
-  const map = new Map(cards.map((card) => [card.key, card]));
-  return keys.map((key) => map.get(key)).filter((card): card is PortalHomePayload["cards"][number] => Boolean(card));
+function sortWorkItems(items: WorkItem[]) {
+  return [...items].sort((left, right) => {
+    const severityCompare = SEVERITY_RANK[right.severity] - SEVERITY_RANK[left.severity];
+    if (severityCompare !== 0) {
+      return severityCompare;
+    }
+    return right.priority - left.priority;
+  });
 }
 
-function compactCards(cards: PortalHomePayload["cards"], excludedKeys: string[]) {
-  return cards.filter((card) => !excludedKeys.includes(card.key));
+function uniqueWorkItems(items: WorkItem[]) {
+  const deduped = new Map<string, WorkItem>();
+  for (const item of items) {
+    if (!deduped.has(item.key)) {
+      deduped.set(item.key, item);
+    }
+  }
+  return sortWorkItems(Array.from(deduped.values()));
 }
 
-function formatRelativeTime(value: string | null) {
-  if (!value) {
-    return "-";
-  }
+function buildTodayActionItems(payload: PortalHomePayload, roleCapabilities: RoleCapabilities) {
+  const items: WorkItem[] = [];
 
-  const timestamp = new Date(value).getTime();
-  if (Number.isNaN(timestamp)) {
-    return "-";
-  }
-
-  const diffMs = Date.now() - timestamp;
-  if (diffMs < 60 * 1000) {
-    return "刚刚";
-  }
-
-  const diffMinutes = Math.floor(diffMs / (60 * 1000));
-  if (diffMinutes < 60) {
-    return `${diffMinutes} 分钟前`;
-  }
-
-  const diffHours = Math.floor(diffMinutes / 60);
-  if (diffHours < 24) {
-    return `${diffHours} 小时前`;
-  }
-
-  const diffDays = Math.floor(diffHours / 24);
-  return `${diffDays} 天前`;
-}
-
-function buildTodoAggregateItems(payload: PortalHomePayload) {
-  const cards = Array.isArray(payload.cards) ? payload.cards : [];
-  const items: TodoAggregateItem[] = [];
   if (payload.pendingTasks.count > 0) {
     items.push({
+      key: "workflow-pending",
       title: `待我处理 ${payload.pendingTasks.count} 条`,
-      sourceLabel: "待办",
-      severity: "warning",
+      reason: "审批、确认或流程处理正在等你。",
+      meta: "流程待办",
       href: payload.pendingTasks.href,
+      actionLabel: "去处理",
+      severity: "warning",
       icon: "fact_check",
+      priority: 100,
     });
   }
-  if ((payload.todoSummary?.openCount ?? 0) > 0) {
+
+  const openTodoCount = payload.todoSummary?.openCount ?? 0;
+  if (openTodoCount > 0) {
+    const highPriorityCount = payload.todoSummary?.highPriorityCount ?? 0;
     items.push({
-      title: `TODO 待办 ${payload.todoSummary?.openCount ?? 0} 条`,
-      sourceLabel: "TODO",
-      severity: (payload.todoSummary?.highPriorityCount ?? 0) > 0 ? "high" : "normal",
+      key: "todo-open",
+      title: `待办事项 ${openTodoCount} 条`,
+      reason: highPriorityCount > 0
+        ? `其中 ${highPriorityCount} 条是高优先级，需要先确认。`
+        : "这些事项已分配给你，需要继续推进。",
+      meta: highPriorityCount > 0 ? "高优先级" : "个人待办",
       href: payload.todoSummary?.href ?? "/todos",
+      actionLabel: "查看待办",
+      severity: highPriorityCount > 0 ? "high" : "normal",
       icon: "check_circle",
+      priority: 90,
     });
   }
-  for (const card of cards) {
-    if (!card.severity || (card.severity !== "warning" && card.severity !== "high")) {
-      continue;
-    }
+
+  if (payload.weeklyReport?.status === "draft") {
     items.push({
-      title: `${card.title}：${card.value}`,
-      sourceLabel: "工作台",
-      severity: card.severity,
-      href: card.href,
-      icon: card.severity === "high" ? "priority_high" : "warning",
+      key: "weekly-draft",
+      title: "本周周报待填写",
+      reason: "需要补充本周进展、风险和下周计划。",
+      meta: "本周",
+      href: payload.weeklyReport.href,
+      actionLabel: "填写周报",
+      severity: payload.weeklyReport.needsHelp ? "high" : "warning",
+      icon: "article",
+      priority: 72,
     });
   }
 
-  const deduped = new Map<string, TodoAggregateItem>();
-  for (const item of items) {
-    deduped.set(`${item.title}|${item.href}|${item.sourceLabel}`, item);
+  if (roleCapabilities.canUseFinance && payload.financeSummary) {
+    if (payload.financeSummary.failedItemCount > 0) {
+      items.push({
+        key: "finance-failed-payment",
+        title: `异常付款 ${payload.financeSummary.failedItemCount} 项`,
+        reason: "付款失败或异常需要财务确认原因。",
+        meta: "财务异常",
+        href: payload.financeSummary.href,
+        actionLabel: "处理异常",
+        severity: "high",
+        icon: "priority_high",
+        priority: 96,
+      });
+    }
+
+    if (payload.financeSummary.riskCount > 0) {
+      items.push({
+        key: "finance-risk-review",
+        title: `待复核风险 ${payload.financeSummary.riskCount} 项`,
+        reason: "付款或报销风险需要复核后再推进。",
+        meta: "风险复核",
+        href: payload.financeSummary.href,
+        actionLabel: "去复核",
+        severity: "high",
+        icon: "shield_person",
+        priority: 94,
+      });
+    }
+
+    if (payload.financeSummary.pendingBatchCount > 0) {
+      items.push({
+        key: "finance-pending-batch",
+        title: `待付款批次 ${payload.financeSummary.pendingBatchCount} 个`,
+        reason: "需要继续确认、复核或提交付款。",
+        meta: "付款",
+        href: payload.financeSummary.href,
+        actionLabel: "处理付款",
+        severity: "warning",
+        icon: "payments",
+        priority: 86,
+      });
+    }
   }
 
-  return Array.from(deduped.values())
-    .sort((left, right) => {
-      const severityCompare = TODO_SEVERITY_RANK[right.severity] - TODO_SEVERITY_RANK[left.severity];
-      if (severityCompare !== 0) {
-        return severityCompare;
-      }
-      return left.title.localeCompare(right.title, "zh-CN");
-    })
-    .slice(0, 10);
+  if (payload.projectSummary?.highPriorityTaskCount) {
+    items.push({
+      key: "project-high-priority",
+      title: `高优先级项目任务 ${payload.projectSummary.highPriorityTaskCount} 项`,
+      reason: "项目动作需要今天确认下一步。",
+      meta: "项目",
+      href: payload.projectSummary.href,
+      actionLabel: "查看项目",
+      severity: "warning",
+      icon: "workspaces",
+      priority: 64,
+    });
+  }
+
+  if (payload.projectSummary?.followUpDueTodayCount) {
+    items.push({
+      key: "project-follow-up",
+      title: `今日项目跟进 ${payload.projectSummary.followUpDueTodayCount} 项`,
+      reason: "客户、交付或验收动作今天需要跟进。",
+      meta: "今日",
+      href: payload.projectSummary.href,
+      actionLabel: "去跟进",
+      severity: "warning",
+      icon: "event_upcoming",
+      priority: 62,
+    });
+  }
+
+  return uniqueWorkItems(items).slice(0, 8);
 }
 
-function resolveTeamStatusBadge(item: PortalTeamStatusItem) {
-  if (item.onLeave) {
-    return {
-      label: item.leaveType ? `请假 · ${item.leaveType}` : "请假",
-      className: "badge-warning",
-    };
+function buildProgressItems(payload: PortalHomePayload) {
+  const items: WorkItem[] = [];
+
+  if (payload.weeklyReport?.status === "submitted") {
+    items.push({
+      key: "weekly-submitted",
+      title: "本周周报已提交",
+      reason: "本周进展已记录，可进入周报页查看。",
+      meta: "已提交",
+      href: payload.weeklyReport.href,
+      actionLabel: "查看",
+      severity: "normal",
+      icon: "done_all",
+      priority: 30,
+    });
   }
-  if (item.presenceStatus === "office") {
-    return { label: "在岗", className: "badge-success" };
-  }
-  if (item.presenceStatus === "out") {
-    return {
-      label: "外出",
-      className: "inline-flex items-center rounded-full bg-sky-50 px-2.5 py-0.5 text-xs font-semibold text-sky-700 ring-1 ring-inset ring-sky-600/10",
-    };
-  }
-  if (item.presenceStatus === "travel") {
-    return {
-      label: "差旅",
-      className: "inline-flex items-center rounded-full bg-sky-50 px-2.5 py-0.5 text-xs font-semibold text-sky-700 ring-1 ring-inset ring-sky-600/10",
-    };
-  }
-  if (item.presenceStatus === "remote") {
-    return { label: "居家", className: "badge-neutral" };
-  }
-  return {
-    label: "考勤",
-    className: "inline-flex items-center rounded-full bg-slate-100 px-2.5 py-0.5 text-xs font-semibold text-slate-700 ring-1 ring-inset ring-slate-600/10",
-  };
+
+  return uniqueWorkItems(items).slice(0, 3);
 }
 
-function formatTeamStatusAttendance(item: PortalTeamStatusItem) {
-  if (item.onLeave) {
-    return item.leaveType ? `${item.leaveType} 已审批` : "今日请假";
+function buildTeamBlockers(payload: PortalHomePayload, roleCapabilities: RoleCapabilities) {
+  if (!roleCapabilities.canViewTeam && !roleCapabilities.canManageSystem) {
+    return [];
   }
-  if (item.presenceStatus === "travel") {
-    return "今日差旅";
+
+  const items: WorkItem[] = [];
+
+  if ((payload.weeklySummary?.missingCount ?? 0) > 0) {
+    items.push({
+      key: "team-weekly-missing",
+      title: `${payload.weeklySummary?.missingCount ?? 0} 人未交周报`,
+      reason: "负责人需要提醒或确认是否有阻塞。",
+      meta: "团队",
+      href: payload.weeklySummary?.href ?? "/weekly-reports",
+      actionLabel: "查看周报",
+      severity: "warning",
+      icon: "article",
+      priority: 78,
+    });
   }
-  if (item.presenceStatus === "out") {
-    return "当前外出";
+
+  if ((payload.weeklySummary?.needsHelpCount ?? 0) > 0) {
+    items.push({
+      key: "team-weekly-help",
+      title: `${payload.weeklySummary?.needsHelpCount ?? 0} 人标记需要协助`,
+      reason: "需要负责人确认问题和下一步支持。",
+      meta: "协助",
+      href: payload.weeklySummary?.href ?? "/weekly-reports",
+      actionLabel: "查看详情",
+      severity: "high",
+      icon: "support_agent",
+      priority: 82,
+    });
   }
-  if (item.presenceStatus === "remote") {
-    return "今日居家办公";
+
+  if ((payload.teamPresence?.unspecified ?? 0) > 0) {
+    items.push({
+      key: "team-presence-missing",
+      title: `${payload.teamPresence?.unspecified ?? 0} 人未更新团队状态`,
+      reason: "今日在岗、外出或请假状态还不完整。",
+      meta: "状态",
+      href: payload.teamPresence?.href ?? "/team",
+      actionLabel: "查看团队",
+      severity: "warning",
+      icon: "groups",
+      priority: 58,
+    });
   }
-  return "企微考勤见考勤页";
+
+  if ((payload.projectSummary?.overdueMilestonesCount ?? 0) > 0) {
+    items.push({
+      key: "team-project-overdue",
+      title: `${payload.projectSummary?.overdueMilestonesCount ?? 0} 个里程碑已逾期`,
+      reason: "项目负责人需要调整计划或补充说明。",
+      meta: "项目",
+      href: payload.projectSummary?.href ?? "/projects",
+      actionLabel: "查看项目",
+      severity: "warning",
+      icon: "flag",
+      priority: 74,
+    });
+  }
+
+  if ((payload.projectSummary?.openRiskCount ?? 0) > 0) {
+    items.push({
+      key: "team-project-risk",
+      title: `${payload.projectSummary?.openRiskCount ?? 0} 个项目风险未关闭`,
+      reason: "需要确认风险责任人、应对措施和截止时间。",
+      meta: "风险",
+      href: payload.projectSummary?.href ?? "/projects",
+      actionLabel: "处理风险",
+      severity: "high",
+      icon: "warning",
+      priority: 76,
+    });
+  }
+
+  if ((payload.peopleLifecycle?.offboardingCount ?? 0) > 0 || (payload.peopleLifecycle?.assetReturnPendingCount ?? 0) > 0) {
+    items.push({
+      key: "team-offboarding-assets",
+      title: "离职和资产交接待收口",
+      reason: `离职 ${payload.peopleLifecycle?.offboardingCount ?? 0} 条，资产 ${payload.peopleLifecycle?.assetReturnPendingCount ?? 0} 项。`,
+      meta: "交接",
+      href: payload.peopleLifecycle?.href ?? "/people",
+      actionLabel: "查看人员",
+      severity: "warning",
+      icon: "inventory_2",
+      priority: 60,
+    });
+  }
+
+  return uniqueWorkItems(items).slice(0, 3);
 }
 
-function SummaryPanel({ title, items }: { title: string; items: SummaryItem[] }) {
-  if (!items.length) {
-    return <EmptyStateCard title={title} description="暂无摘要。" />;
+function buildManagementReminders(
+  payload: PortalHomePayload,
+  roleCapabilities: RoleCapabilities,
+  canSetupWorkspace: boolean,
+) {
+  if (!roleCapabilities.canManageSystem) {
+    return [];
   }
 
-  return (
-    <SectionPanel title={title}>
-      <div className="space-y-3">
-        {items.map((item) => (
-          <Link
-            key={item.key}
-            to={item.href}
-            className={item.tone === "warning" ? "portal-list-card portal-list-card--warning" : "portal-list-card"}
-          >
-            <div className="flex items-center justify-between gap-3">
-              <div className="font-medium text-zinc-900">{item.label}</div>
-              <div className="text-sm font-semibold text-zinc-900">{item.value}</div>
-            </div>
-            {item.note ? <div className="mt-2 text-sm leading-6 text-zinc-500">{item.note}</div> : null}
-          </Link>
-        ))}
-      </div>
-    </SectionPanel>
-  );
-}
+  const items: WorkItem[] = [];
 
-function FinanceSummaryPanel({ summary }: { summary: PortalHomePayload["financeSummary"] }) {
-  if (!summary) {
-    return null;
+  if (!payload.workspace.persisted && canSetupWorkspace) {
+    items.push({
+      key: "workspace-setup",
+      title: "工作区设置未完成",
+      reason: "需要确认基础入口、通知策略和可见模块。",
+      meta: "配置",
+      href: "/system/workspace",
+      actionLabel: "去设置",
+      severity: "warning",
+      icon: "settings",
+      priority: 88,
+    });
   }
 
-  const items: SummaryItem[] = [
-    {
-      key: "finance-pending-batches",
-      href: summary.href,
-      label: "待付款批次",
-      value: `${summary.pendingBatchCount} 个`,
-      tone: summary.pendingBatchCount > 0 ? "warning" : "normal",
-    },
-    {
-      key: "finance-failed-items",
-      href: summary.href,
-      label: "异常付款",
-      value: `${summary.failedItemCount} 项`,
-      tone: summary.failedItemCount > 0 ? "warning" : "normal",
-    },
-    {
-      key: "finance-risk-flags",
-      href: summary.href,
-      label: "待复核风险",
-      value: `${summary.riskCount} 项`,
-      tone: summary.riskCount > 0 ? "warning" : "normal",
-    },
-  ];
+  const inactiveLoginCount = payload.adoptionSummary
+    ? Math.max(0, payload.adoptionSummary.activeEmployeeCount - payload.adoptionSummary.login7dCount)
+    : 0;
+  if (inactiveLoginCount > 0) {
+    items.push({
+      key: "trial-login-missing",
+      title: `近 7 天 ${inactiveLoginCount} 人未登录`,
+      reason: "试运行覆盖率不足，需要确认账号或提醒到人。",
+      meta: "试运行",
+      href: "/system/workspace",
+      actionLabel: "查看配置",
+      severity: "warning",
+      icon: "manage_accounts",
+      priority: 52,
+    });
+  }
 
-  return <SummaryPanel title="财务待处理" items={items} />;
+  return uniqueWorkItems(items).slice(0, 3);
 }
 
-function ApprovalProductivityPanel({
-  summary,
-  title = "审批效率摘要",
+function buildEmptyActions(permissions: string[], roleCapabilities: RoleCapabilities) {
+  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" });
+  }
+
+  if (roleCapabilities.canManageSystem) {
+    actions.push({ key: "manage-settings", label: "管理设置", href: "/system/workspace", variant: actions.length ? "ghost" : "secondary" });
+  }
+
+  return actions.slice(0, roleCapabilities.canManageSystem && actions.length > 2 ? 3 : 2);
+}
+
+function SummaryStrip({
+  userName,
+  actionCount,
+  progressCount,
+  blockerCount,
+  reminderCount,
+  primaryItem,
+  emptyActions,
 }: {
-  summary: WorkflowTaskProductivitySummary | null;
-  title?: string;
+  userName: string;
+  actionCount: number;
+  progressCount: number;
+  blockerCount: number;
+  reminderCount: number;
+  primaryItem: WorkItem | null;
+  emptyActions: EmptyAction[];
 }) {
-  if (!summary) {
-    return null;
-  }
-
-  const typeDistribution = summary.byEntityType
-    .filter((item) => item.pendingTotal > 0)
-    .map((item) => `${workflowEntityLabel(item.key)} ${item.pendingTotal}`)
-    .join(" / ");
-  const items: SummaryItem[] = [
-    {
-      key: "workflow-pending-total",
-      href: "/workflow/tasks",
-      label: "当前待办",
-      value: `${summary.pendingTotal} 条`,
-      note: summary.earliestPendingAt
-        ? `最早待处理：${formatRelativeTime(summary.earliestPendingAt)}`
-        : "暂无待处理审批。",
-      tone: summary.pendingTotal > 0 ? "warning" : "normal",
-    },
-    {
-      key: "workflow-overdue-total",
-      href: "/workflow/tasks",
-      label: "超时待办",
-      value: `${summary.overdueTotal} 条`,
-      note: `平均等待 ${summary.averagePendingAgeHours} 小时`,
-      tone: summary.overdueTotal > 0 ? "warning" : "normal",
-    },
-    {
-      key: "workflow-entity-distribution",
-      href: "/workflow/tasks",
-      label: "业务分布",
-      value: typeDistribution || "暂无",
-      note: "按报销、请假、采购、差旅汇总。",
-    },
-  ];
-
-  return <SummaryPanel title={title} items={items} />;
-}
-
-function AnnouncementsList({ announcements }: { announcements: PortalHomePayload["announcements"] }) {
-  const safeAnnouncements = Array.isArray(announcements) ? announcements : [];
+  const attentionCount = blockerCount + reminderCount;
+  const summaryText = actionCount > 0
+    ? `今天有 ${actionCount} 件待处理${progressCount > 0 ? `，${progressCount} 个进度更新` : ""}${attentionCount > 0 ? `，${attentionCount} 个团队或管理提醒` : ""}。`
+    : progressCount > 0 || attentionCount > 0
+      ? `今天没有必须处理的事项${progressCount > 0 ? `，有 ${progressCount} 个进度更新` : ""}${attentionCount > 0 ? `，${attentionCount} 个团队或管理提醒` : ""}。`
+      : "今天没有需要你处理的事项。";
 
   return (
-    <div className="space-y-3">
-      {safeAnnouncements.length ? safeAnnouncements.slice(0, 4).map((item) => (
-        <div key={item.id} className="portal-list-card portal-list-card--compact">
-          <div className="font-medium text-zinc-900">{item.title}</div>
-          <div className="mt-2 text-sm leading-6 text-zinc-600">{item.summary}</div>
-          {item.href ? (
-            <a className="mt-3 inline-flex text-sm font-medium text-primary hover:underline" href={item.href} rel="noreferrer" target="_blank">
-              查看详情
-            </a>
-          ) : null}
-        </div>
-      )) : <EmptyStateCard title="暂无公告" description="没有公告。" />}
-    </div>
-  );
-}
-
-function QuickLinksPanel({ items }: { items: PortalHomePayload["quickLinks"] }) {
-  const safeItems = Array.isArray(items) ? items : [];
-
-  return (
-    <SectionPanel title="入口">
-      <div className="grid gap-3 sm:grid-cols-2">
-        {safeItems.length ? safeItems.map((item) => (
-          <Link key={item.key} to={item.href} className="portal-list-card text-sm font-medium text-slate-700">
-            {item.title}
-          </Link>
-        )) : <EmptyStateCard title="暂无常用入口" description="尚未配置。" />}
+    <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>
-    </SectionPanel>
-  );
-}
-
-function SecondaryCardsPanel({ title, cards }: { title: string; cards: PortalHomePayload["cards"] }) {
-  if (!cards.length) {
-    return <EmptyStateCard title={title} description="暂无统计项。" />;
-  }
-
-  return (
-    <SectionPanel title={title}>
-      <div className="grid gap-3 sm:grid-cols-2">
-        {cards.map((card) => (
-          <MetricCard
-            key={card.key}
-            ariaLabel={`portal-card-${card.key}`}
-            title={card.title}
-            value={card.value}
-            href={card.href}
-            note="查看"
-            tone={severityTone(card.severity)}
-          />
-        ))}
-      </div>
-    </SectionPanel>
-  );
-}
-
-function CompactGroup({ title, children }: { title: string; children: ReactNode }) {
-  return (
-    <section className="portal-compact-group">
-      <h3 className="portal-compact-group__title">{title}</h3>
-      <div className="portal-compact-group__body">{children}</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>
   );
 }
 
-function CompactSummaryLinks({ title, items }: { title: string; items: SummaryItem[] }) {
-  return (
-    <CompactGroup title={title}>
-      {items.length ? items.map((item) => (
-        <Link key={item.key} to={item.href} className="portal-compact-row">
-          <span className="min-w-0 truncate">{item.label}</span>
-          <span className={item.tone === "warning" ? "shrink-0 font-semibold text-amber-700" : "shrink-0 font-semibold text-slate-900"}>
-            {item.value}
-          </span>
-        </Link>
-      )) : <div className="px-2 py-1.5 text-sm text-slate-500">暂无摘要。</div>}
-    </CompactGroup>
-  );
-}
-
-function CompactRecentVisits() {
-  const recentVisits = readRecentVisits();
+function WorkItemRow({ item }: { item: WorkItem }) {
+  const severityClass = item.severity === "high"
+    ? "portal-task-row portal-task-row--high"
+    : item.severity === "warning"
+      ? "portal-task-row portal-task-row--warning"
+      : "portal-task-row";
 
   return (
-    <CompactGroup title="继续工作">
-      {recentVisits.length ? recentVisits.map((item) => (
-        <Link key={item.path} to={item.path} className="portal-compact-row">
-          <span className="min-w-0 truncate">{item.title}</span>
-          <span className="shrink-0 text-xs text-slate-400">打开</span>
-        </Link>
-      )) : <div className="px-2 py-1.5 text-sm text-slate-500">暂无最近访问。</div>}
-    </CompactGroup>
+    <Link to={item.href} className={severityClass}>
+      <span className="portal-task-row__icon" aria-hidden="true">
+        <span className="material-symbols-outlined text-[18px]">{item.icon}</span>
+      </span>
+      <span className="min-w-0 flex-1">
+        <span className="portal-task-row__title">{item.title}</span>
+        <span className="portal-task-row__reason">{item.reason}</span>
+      </span>
+      <span className="portal-task-row__meta">{item.meta}</span>
+      <span className="portal-task-row__action">{item.actionLabel}</span>
+    </Link>
   );
 }
 
-function CompactQuickLinks({ items }: { items: PortalHomePayload["quickLinks"] }) {
-  const safeItems = Array.isArray(items) ? items : [];
-
+function WorkItemList({ items }: { items: WorkItem[] }) {
   return (
-    <CompactGroup title="常用入口">
-      {safeItems.length ? safeItems.slice(0, 6).map((item) => (
-        <Link key={item.key} to={item.href} className="portal-compact-row">
-          <span className="min-w-0 truncate">{item.title}</span>
-          <span className="shrink-0 text-xs text-slate-400">进入</span>
-        </Link>
-      )) : <div className="px-2 py-1.5 text-sm text-slate-500">暂无常用入口。</div>}
-    </CompactGroup>
+    <div className="portal-task-list">
+      {items.map((item) => (
+        <WorkItemRow key={item.key} item={item} />
+      ))}
+    </div>
   );
 }
 
-function CompactMetricLinks({ title, cards }: { title: string; cards: PortalHomePayload["cards"] }) {
-  return (
-    <CompactGroup title={title}>
-      {cards.length ? cards.slice(0, 6).map((card) => (
-        <Link key={card.key} to={card.href} className="portal-compact-row" aria-label={`portal-card-${card.key}`}>
-          <span className="min-w-0 truncate">{card.title}</span>
-          <span className={card.severity === "high" || card.severity === "warning" ? "shrink-0 font-semibold text-amber-700" : "shrink-0 font-semibold text-slate-900"}>
-            {card.value}
-          </span>
-        </Link>
-      )) : <div className="px-2 py-1.5 text-sm text-slate-500">暂无统计项。</div>}
-    </CompactGroup>
-  );
-}
-
-function AdoptionSummaryPanel({ adoptionSummary }: { adoptionSummary: NonNullable<PortalHomePayload["adoptionSummary"]> | null }) {
-  if (!adoptionSummary) {
-    return null;
-  }
-
-  return (
-    <details className="card-std portal-secondary-drawer">
-      <summary className="flex cursor-pointer list-none items-center justify-between gap-3 text-left">
-        <div>
-          <div className="text-base font-semibold text-zinc-900">试点观测摘要</div>
-          <div className="mt-1 text-sm text-zinc-500">管理员按需查看。</div>
-        </div>
-        <span className="text-xs uppercase tracking-[0.18em] text-zinc-400">展开 / 收起</span>
-      </summary>
-      <div className="mt-5 grid gap-3 sm:grid-cols-2 xl:grid-cols-4">
-        <div className="portal-status-card text-sm">
-          <div className="text-zinc-500">近 7 天登录覆盖率</div>
-          <div className="mt-2 text-2xl font-semibold text-zinc-900">{adoptionSummary.login7dRate}%</div>
-        </div>
-        <div className="portal-status-card text-sm">
-          <div className="text-zinc-500">周报提交率</div>
-          <div className="mt-2 text-2xl font-semibold text-zinc-900">{adoptionSummary.weeklySubmissionRate}%</div>
-        </div>
-        <div className="portal-status-card text-sm">
-          <div className="text-zinc-500">团队状态覆盖率</div>
-          <div className="mt-2 text-2xl font-semibold text-zinc-900">{adoptionSummary.presenceCoverageRate}%</div>
-        </div>
-        <div className="portal-status-card text-sm">
-          <div className="text-zinc-500">当前公告数</div>
-          <div className="mt-2 text-2xl font-semibold text-zinc-900">{adoptionSummary.announcementCount}</div>
-        </div>
-      </div>
-      <div className="mt-4 rounded-lg border border-slate-200 bg-slate-50 px-3.5 py-3 text-sm text-slate-600">
-        <div className="font-medium text-zinc-900">本周观测提示</div>
-        <ul className="mt-2 list-disc space-y-1 pl-5">
-          {adoptionSummary.hints.map((hint) => (
-            <li key={hint}>{hint}</li>
-          ))}
-        </ul>
-      </div>
-    </details>
-  );
-}
-
-function SecondaryWorkspacePanel({
-  title,
-  description,
-  children,
-}: {
-  title: string;
-  description: string;
-  children: ReactNode;
-}) {
-  return (
-    <details className="card-std portal-secondary-drawer">
-      <summary className="portal-secondary-summary">
-        <div>
-          <div className="text-base font-semibold text-zinc-900">{title}</div>
-          <div className="mt-1 text-sm text-zinc-500">{description}</div>
-        </div>
-        <span className="portal-secondary-summary__toggle">展开 / 收起</span>
-      </summary>
-      <div className="portal-secondary-drawer__body">
-        {children}
-      </div>
-    </details>
-  );
-}
-
-function PortalSectionFallback({
-  title,
-  description,
-}: {
-  title: string;
-  description: string;
-}) {
-  return (
-    <SectionPanel title={title} description={description}>
-      <EmptyStateCard title={`${title}暂时不可用`} description="该区域渲染失败，请刷新页面后重试。" />
-    </SectionPanel>
-  );
-}
-
-function QuickActionTile({
-  icon,
-  label,
-  description,
-  to,
-  onClick,
-  disabled = false,
-  compact = false,
-}: QuickActionConfig & { compact?: boolean }) {
-  const baseClassName = disabled
-    ? `portal-action-tile portal-action-tile--disabled${compact ? " portal-action-tile--compact" : ""}`
-    : `portal-action-tile${compact ? " portal-action-tile--compact" : ""}`;
-
-  const content = (
-    <>
-      <div className="flex items-center gap-3">
-        <div className={disabled
-          ? "portal-action-icon portal-action-icon--muted"
-          : "portal-action-icon"}
-        >
-          <span className="material-symbols-outlined text-[20px]">{icon}</span>
-        </div>
-        <div className="min-w-0">
-          <div className={disabled ? "truncate font-medium text-zinc-500" : "truncate font-medium text-zinc-900"}>{label}</div>
-          <div className="mt-1 text-xs leading-5 text-zinc-500">{description}</div>
-        </div>
-      </div>
-    </>
-  );
-
-  if (to && !disabled) {
-    return <Link to={to} className={baseClassName}>{content}</Link>;
-  }
-  if (onClick) {
-    return (
-      <button type="button" className={baseClassName} disabled={disabled} onClick={onClick}>
-        {content}
-      </button>
-    );
-  }
-  return <div className={baseClassName}>{content}</div>;
-}
-
-function QuickActionsPanel({
+function TodayActionPanel({
   items,
-  layout = "grid",
+  emptyActions,
 }: {
-  items: QuickActionConfig[];
-  layout?: "grid" | "rail";
+  items: WorkItem[];
+  emptyActions: EmptyAction[];
 }) {
   return (
-    <SectionPanel
-      title="常用动作"
-      description={layout === "rail" ? "从这里开始当天的主要操作。" : undefined}
-      className={layout === "rail" ? "portal-panel-fill" : undefined}
-    >
-      <div className={layout === "rail" ? "portal-action-stack" : "grid gap-3 sm:grid-cols-2 xl:grid-cols-4"}>
-        {items.length ? items.map((item) => (
-          <QuickActionTile
-            key={item.key}
-            icon={item.icon}
-            label={item.label}
-            description={item.description}
-            to={item.to}
-            onClick={item.onClick}
-            disabled={item.disabled}
-            compact={layout === "rail"}
-          />
-        )) : <EmptyStateCard title="暂无快捷动作" description="当前账号没有可直接执行的首页动作。" />}
-      </div>
-    </SectionPanel>
-  );
-}
-
-function TodayTaskPanel({
-  primaryAction,
-  secondaryLinks,
-  focusItem,
-  hiddenFocusCount,
-}: {
-  primaryAction: PortalFocusAction | null;
-  secondaryLinks: PortalFocusLink[];
-  focusItem: TodoAggregateItem | null;
-  hiddenFocusCount: number;
-}) {
-  return (
-    <SectionPanel title="今日任务" className="portal-panel-fill">
-      <div className="grid gap-4 xl:grid-cols-[minmax(0,1.45fr),minmax(280px,0.72fr)] xl:items-stretch">
-        <div className="rounded-lg border border-slate-200 bg-white/80 px-3.5 py-3">
-          <div className="flex items-center justify-between gap-3">
-            <div className="text-sm font-semibold text-zinc-900">当前焦点</div>
-            {hiddenFocusCount > 0 ? <div className="text-xs text-zinc-500">另有 {hiddenFocusCount} 项</div> : null}
+    <SectionPanel title="今日待处理" className="portal-panel-fill">
+      {items.length ? (
+        <WorkItemList items={items} />
+      ) : (
+        <div className="portal-empty-start">
+          <div>
+            <div className="portal-empty-start__title">今天没有需要你处理的事项。</div>
+            <div className="portal-empty-start__desc">需要发起新申请或回看进度时，从下面的常用动作进入。</div>
           </div>
-
-          {focusItem ? (
-            <Link
-              to={focusItem.href}
-              className="mt-3 block rounded-lg border border-slate-200 bg-slate-50/70 px-3 py-2.5 transition-colors hover:border-slate-300 hover:bg-white"
-            >
-              <div className="flex items-center gap-3">
-                <div className={focusItem.severity === "high"
-                  ? "flex size-9 shrink-0 items-center justify-center rounded-lg bg-red-50 text-red-600"
-                  : focusItem.severity === "warning"
-                    ? "flex size-9 shrink-0 items-center justify-center rounded-lg bg-amber-50 text-amber-600"
-                    : "flex size-9 shrink-0 items-center justify-center rounded-lg bg-zinc-100 text-zinc-600"}
+          {emptyActions.length ? (
+            <div className="portal-inline-actions">
+              {emptyActions.map((action) => (
+                <Button
+                  key={action.key}
+                  asChild
+                  type="button"
+                  variant={action.variant === "primary" ? "default" : action.variant ?? "secondary"}
                 >
-                  <span className="material-symbols-outlined text-[18px]">{focusItem.icon}</span>
-                </div>
-                <div className="min-w-0 flex-1">
-                  <div className="truncate font-medium text-zinc-900">{focusItem.title}</div>
-                  <div className="mt-1 text-xs text-zinc-500">{focusItem.sourceLabel}</div>
-                </div>
-                <span className="material-symbols-outlined text-zinc-400">arrow_forward</span>
-              </div>
-            </Link>
-          ) : (
-            <div className="mt-3 rounded-lg border border-dashed border-slate-300 px-3 py-4 text-sm text-zinc-500">
-              暂无必须立即处理的事项。
-            </div>
-          )}
-        </div>
-
-        <div className="rounded-lg border border-slate-200 bg-white/90 px-3.5 py-3">
-          <div className="text-sm font-semibold text-zinc-900">下一步</div>
-          {primaryAction ? (
-            <Button asChild className="mt-3 w-full" type="button">
-              <Link to={primaryAction.to}>{primaryAction.label}</Link>
-            </Button>
-          ) : (
-            <Button className="mt-3 w-full" disabled type="button">
-              暂无主动作
-            </Button>
-          )}
-
-          {secondaryLinks.length ? (
-            <div className="mt-3 grid gap-2 sm:grid-cols-2 xl:grid-cols-1">
-              {secondaryLinks.map((item) => (
-                <Button key={`${item.label}-${item.to}`} asChild variant="secondary" type="button">
-                  <Link to={item.to}>{item.label}</Link>
+                  <Link to={action.href}>{action.label}</Link>
                 </Button>
               ))}
             </div>
           ) : null}
         </div>
-      </div>
+      )}
     </SectionPanel>
   );
 }
 
-function TeamStatusBoardPanel({ items }: { items: PortalTeamStatusItem[] }) {
-  const safeItems = Array.isArray(items) ? items : [];
-  const visibleItems = safeItems.slice(0, 5);
-  const hiddenCount = Math.max(safeItems.length - visibleItems.length, 0);
-
-  return (
-    <SectionPanel
-      title="团队状态"
-      actions={<Link to="/team" className="text-sm font-medium text-primary hover:underline">查看团队页</Link>}
-      className="portal-panel-fill"
-    >
-      <div className="portal-team-list">
-        {visibleItems.length ? visibleItems.map((item) => {
-          const badge = resolveTeamStatusBadge(item);
-          return (
-            <div key={item.employeeId} className="portal-team-row">
-              <EmployeeAvatar name={item.name} src={item.avatarUrl} size="sm" />
-              <div className="min-w-0 flex-1">
-                <div className="truncate font-medium text-zinc-900">{item.name}</div>
-                <div className="mt-1 truncate text-xs text-zinc-500">{formatTeamStatusAttendance(item)}</div>
-              </div>
-              <span className={badge.className}>{badge.label}</span>
-            </div>
-          );
-        }) : <EmptyStateCard title="暂无团队状态" description="没有成员状态。" />}
-      </div>
-      {hiddenCount > 0 ? (
-        <div className="portal-panel-footer">
-          <span>另有 {hiddenCount} 位。</span>
-          <Link to="/team" className="font-medium text-primary hover:underline">查看全部</Link>
-        </div>
-      ) : null}
-    </SectionPanel>
-  );
-}
-
-function RecentActivitiesList({ items }: { items: PortalRecentActivity[] }) {
-  const safeItems = Array.isArray(items) ? items : [];
-
-  return (
-    <div className="space-y-3">
-      {safeItems.length ? safeItems.slice(0, 5).map((item) => (
-        <Link key={item.id} to={item.href} className="portal-list-card portal-list-card--compact">
-          <div className="flex items-start gap-3">
-            <EmployeeAvatar name={item.actorName} size="sm" />
-            <div className="min-w-0 flex-1">
-              <div className="text-sm font-medium leading-6 text-zinc-900">{item.summary}</div>
-              <div className="mt-1 text-xs text-zinc-500">{formatRelativeTime(item.createdAt)}</div>
-            </div>
-          </div>
-        </Link>
-      )) : <EmptyStateCard title="暂无近期动态" description="当前没有可展示的最近业务动作。" />}
-    </div>
-  );
-}
-
-function ActivityAnnouncementsPanel({
-  activities,
-  announcements,
+function ConditionalWorkPanel({
+  title,
+  items,
 }: {
-  activities: PortalRecentActivity[];
-  announcements: PortalHomePayload["announcements"];
+  title: string;
+  items: WorkItem[];
 }) {
+  if (!items.length) {
+    return null;
+  }
+
   return (
-    <SectionPanel
-      title="通知"
-      actions={<Link to="/announcements" className="text-sm font-medium text-primary hover:underline">公告页</Link>}
-      className="portal-panel-fill"
-    >
-      <Tabs defaultValue="activity" className="portal-insight-tabs">
-        <TabsList className="portal-insight-tabs__list">
-          <TabsTrigger value="activity">动态</TabsTrigger>
-          <TabsTrigger value="announcements">公告</TabsTrigger>
-        </TabsList>
-        <TabsContent value="activity" className="portal-insight-tabs__content">
-          <RecentActivitiesList items={activities} />
-        </TabsContent>
-        <TabsContent value="announcements" className="portal-insight-tabs__content">
-          <AnnouncementsList announcements={announcements} />
-        </TabsContent>
-      </Tabs>
+    <SectionPanel title={title}>
+      <WorkItemList items={items} />
     </SectionPanel>
   );
 }
@@ -809,16 +530,6 @@ export function PortalHomePage() {
   const { me, permissions } = useAuth();
   const [showWelcome, setShowWelcome] = useState(false);
   const portalQuery = useQuery({ queryKey: ["portal-home"], queryFn: () => fetchPortalHome() });
-  const workflowSummaryQuery = useQuery({
-    enabled: hasAnyPermission(permissions, APPROVAL_PORTAL_PERMISSIONS),
-    queryKey: ["workflow", "tasks", "summary", "mine"],
-    queryFn: () => fetchWorkflowTaskSummary(),
-  });
-  const workflowSystemSummaryQuery = useQuery({
-    enabled: hasAnyPermission(permissions, ["system.audit.view"]),
-    queryKey: ["workflow", "tasks", "summary", "system"],
-    queryFn: () => fetchWorkflowTaskSummary({ scope: "system" }),
-  });
   const canSetupWorkspace = hasAnyPermission(permissions, ["system.settings"]);
 
   useEffect(() => {
@@ -837,12 +548,6 @@ export function PortalHomePage() {
   }
 
   const payload = portalQuery.data;
-  const cards = Array.isArray(payload.cards) ? payload.cards : [];
-  const applicationItems = Array.isArray(payload.myApplications) ? payload.myApplications : [];
-  const announcementItems = Array.isArray(payload.announcements) ? payload.announcements : [];
-  const quickLinkItems = Array.isArray(payload.quickLinks) ? payload.quickLinks : [];
-  const recentActivities = Array.isArray(payload.recentActivities) ? payload.recentActivities : [];
-  const teamStatusBoard = Array.isArray(payload.teamStatusBoard) ? payload.teamStatusBoard : [];
   const roleCapabilities = payload.roleCapabilities ?? buildFallbackRoleCapabilities(permissions, me?.roleCodes ?? []);
   const isManagerView =
     roleCapabilities.canViewTeam ||
@@ -850,336 +555,41 @@ export function PortalHomePage() {
     roleCapabilities.canUseFinance ||
     roleCapabilities.canManageSystem ||
     isManagerRole(permissions);
-  const workspaceEyebrow = roleCapabilities.canUseFinance
-    ? "财务工作台"
-    : roleCapabilities.canManageSystem
-      ? "管理工作台"
-      : roleCapabilities.canApproveTasks
-        ? "审批工作台"
-        : "个人工作台";
-  const portalSchema = isManagerView ? managerPortalSchema : employeePortalSchema;
-  const primaryCards = pickCards(cards, portalSchema.heroCards);
-  const primaryCardKeySet = primaryCards.map((card) => card.key);
-  const secondaryCards = compactCards(cards, primaryCardKeySet);
-  const todoAggregateItems = buildTodoAggregateItems({ ...payload, cards });
+  const todayActionItems = buildTodayActionItems(payload, 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;
 
   function handleCloseWelcome() {
     clearWelcomeDialogFlag();
     setShowWelcome(false);
   }
 
-  const employeeSummaryItems = ([
-    {
-      key: "expense",
-      href: "/reimbursements",
-      label: "我的报销",
-      value: `${applicationItems.find((item) => item.domain === "reimbursement")?.count ?? 0} 条`,
-    },
-    {
-      key: "leave",
-      href: "/leave-requests",
-      label: "我的请假",
-      value: `${applicationItems.find((item) => item.domain === "leave")?.count ?? 0} 条`,
-    },
-    {
-      key: "assets",
-      href: "/assets",
-      label: "我的资产",
-      value: String(secondaryCards.find((card) => card.key === "my_assets")?.value ?? 0),
-    },
-    payload.todayPresence
-      ? {
-          key: "today-status-note",
-          href: payload.todayPresence.href,
-          label: "今日状态",
-          value: payload.todayPresence.label,
-          note: payload.todayPresence.note ?? "可在团队页更新。",
-          tone: payload.todayPresence.status === "leave" ? "warning" as const : "normal" as const,
-        }
-      : null,
-  ] as Array<SummaryItem | null>).filter(isSummaryItem);
-
-  const managerSummaryItems = ([
-    {
-      key: "team-summary",
-      href: payload.teamPresence?.href ?? "/team",
-      label: "今日团队状态",
-      value: payload.teamPresence ? `在岗 ${payload.teamPresence.office}/${payload.teamPresence.total}` : "待启用",
-      note: payload.teamPresence ? `请假 ${payload.teamPresence.leave}，未更新 ${payload.teamPresence.unspecified}` : "团队状态待启用。",
-      tone: payload.teamPresence && (payload.teamPresence.leave > 0 || payload.teamPresence.unspecified > 0) ? "warning" as const : "normal" as const,
-    },
-    payload.weeklySummary
-      ? {
-          key: "weekly-summary",
-          href: payload.weeklySummary.href,
-          label: "未提交周报",
-          value: `${payload.weeklySummary.missingCount} 人`,
-          note: `需协助 ${payload.weeklySummary.needsHelpCount} 人`,
-          tone: payload.weeklySummary.missingCount > 0 ? "warning" as const : "normal" as const,
-        }
-      : null,
-  ] as Array<SummaryItem | null>).filter(isSummaryItem);
-
-  const approvalSummaryItems = ([
-    roleCapabilities.canApproveTasks
-      ? {
-          key: "approval-pending",
-          href: payload.pendingTasks.href,
-          label: "待我处理",
-          value: `${payload.pendingTasks.count} 条`,
-          note: payload.pendingTasks.count > 0 ? "进入待我处理办理。" : "暂无待处理事项。",
-          tone: payload.pendingTasks.count > 0 ? "warning" as const : "normal" as const,
-        }
-      : null,
-    roleCapabilities.canApproveTasks
-      ? {
-          key: "approval-completed",
-          href: "/workflow/tasks?status=completed",
-          label: "已处理",
-          value: "查看",
-          note: "复核历史处理记录。",
-        }
-      : null,
-  ] as Array<SummaryItem | null>).filter(isSummaryItem);
-
-  const systemSummaryItems = ([
-    roleCapabilities.canManageSystem
-      ? {
-          key: "system-users",
-          href: "/people",
-          label: "账号与人员",
-          value: "管理",
-          note: "维护账号、角色和组织信息。",
-        }
-      : null,
-    roleCapabilities.canManageSystem
-      ? {
-          key: "system-workspace",
-          href: "/system/workspace",
-          label: "工作区设置",
-          value: "配置",
-          note: "检查入口、通知和基础配置。",
-        }
-      : null,
-    roleCapabilities.canManageSystem
-      ? {
-          key: "system-audit",
-          href: "/audit-logs",
-          label: "审计日志",
-          value: "查看",
-          note: "查询关键操作留痕。",
-        }
-      : null,
-  ] as Array<SummaryItem | null>).filter(isSummaryItem);
-
-  const quickActions: QuickActionConfig[] = [];
-  if (roleCapabilities.canApproveTasks) {
-    quickActions.push({
-      key: "approval",
-      icon: "fact_check",
-      label: "处理审批",
-      description: "待办处理",
-      to: "/workflow/tasks",
-    });
-  }
-  if (roleCapabilities.canUseFinance && payload.financeSummary) {
-    quickActions.push({
-      key: "finance",
-      icon: "payments",
-      label: "财务处理",
-      description: "付款 / 风险",
-      to: payload.financeSummary.href,
-    });
-  }
-  if (roleCapabilities.canManageSystem) {
-    quickActions.push({
-      key: "system",
-      icon: "admin_panel_settings",
-      label: "系统管理",
-      description: "账号 / 配置",
-      to: "/people",
-    });
-  }
-  if (!roleCapabilities.isAdminOnly && hasAnyPermission(permissions, LEAVE_PORTAL_PERMISSIONS)) {
-    quickActions.push({
-      key: "leave",
-      icon: "event_available",
-      label: "提交请假",
-      description: "请假申请",
-      to: "/leave-requests?action=create",
-    });
-  }
-  if (!roleCapabilities.isAdminOnly && hasAnyPermission(permissions, EXPENSE_PORTAL_PERMISSIONS)) {
-    quickActions.push({
-      key: "expense",
-      icon: "request_quote",
-      label: "提交报销",
-      description: "报销单据",
-      to: "/reimbursements",
-    });
-  }
-  quickActions.push({
-    key: "attendance",
-    icon: "schedule",
-    label: "考勤",
-    description: "企微摘要",
-    to: "/attendance",
-  });
-  if (payload.weeklyReport || payload.weeklySummary) {
-    quickActions.push({
-      key: "weekly",
-      icon: "article",
-      label: "提交周报",
-      description: "填写 / 缺口",
-      to: "/weekly-reports",
-    });
-  }
-
-  const approvalAction = quickActions.find((item) => item.key === "approval");
-  const expenseAction = quickActions.find((item) => item.key === "expense");
-  const fallbackAction = quickActions.find((item): item is QuickActionConfig & { to: string } => Boolean(item.to));
-  const primaryAction: PortalFocusAction | null =
-    payload.pendingTasks.count > 0 && approvalAction?.to
-      ? { label: "处理待办", to: approvalAction.to }
-      : expenseAction?.to
-        ? { label: "新建报销", to: expenseAction.to }
-        : fallbackAction
-          ? { label: fallbackAction.label, to: fallbackAction.to }
-          : null;
-  const secondaryLinkCandidates: Array<PortalFocusLink | null> = [
-    hasAnyPermission(permissions, EXPENSE_PORTAL_PERMISSIONS)
-      ? { label: "报销进度", to: "/reimbursements" }
-      : null,
-    payload.pendingTasks.count > 0 && approvalAction?.to
-      ? { label: "待我处理", to: approvalAction.to }
-      : null,
-    todoAggregateItems.length > 1
-      ? { label: "全部待办", to: "/todos" }
-      : null,
-  ];
-  const secondaryLinks = secondaryLinkCandidates
-    .filter((item): item is PortalFocusLink => item !== null)
-    .filter((item) => item.to !== primaryAction?.to)
-    .slice(0, 2);
-
   return (
     <PageScaffold>
       <ErrorBoundary fallback={null}>
         <WelcomeDialog open={showWelcome} onClose={handleCloseWelcome} />
       </ErrorBoundary>
 
-      <WorkbenchHero
-        eyebrow={workspaceEyebrow}
-        title={`你好，${payload.greeting.name}`}
-        className="workbench-hero--compact"
-        subtitle={roleCapabilities.canUseFinance
-              ? "优先办理今天的付款、风险和审批。"
-            : roleCapabilities.canManageSystem
-            ? "优先办理待办，再进入管理入口。"
-            : isManagerView
-              ? "优先办理待办，再看团队状态。"
-              : "优先办理待办，再发起申请。"}
-        actions={
-          !payload.workspace.persisted && canSetupWorkspace ? (
-            <Button asChild variant="secondary" type="button">
-              <Link to="/system/workspace">完成工作区设置</Link>
-            </Button>
-          ) : null
-        }
+      <SummaryStrip
+        userName={payload.greeting.name}
+        actionCount={todayActionItems.length}
+        progressCount={progressItems.length}
+        blockerCount={teamBlockers.length}
+        reminderCount={managementReminders.length}
+        primaryItem={primaryItem}
+        emptyActions={emptyActions}
       />
 
-      <TodayTaskPanel
-        primaryAction={primaryAction}
-        secondaryLinks={secondaryLinks}
-        focusItem={todoAggregateItems[0] ?? null}
-        hiddenFocusCount={Math.max(todoAggregateItems.length - 1, 0)}
-      />
+      <TodayActionPanel items={todayActionItems} emptyActions={emptyActions} />
 
-      <SecondaryWorkspacePanel
-        title="团队与通知"
-        description="团队状态、动态和公告"
-      >
-        <div className="portal-home-grid portal-home-grid--collaboration">
-          <ErrorBoundary
-            fallback={(
-              <PortalSectionFallback
-                title="团队全员状态"
-                description="今日团队状态。"
-              />
-            )}
-          >
-            <TeamStatusBoardPanel items={teamStatusBoard} />
-          </ErrorBoundary>
-          <ErrorBoundary
-            fallback={(
-              <PortalSectionFallback
-                title="近期动态流"
-                description="最近业务动作。"
-              />
-            )}
-          >
-            <ActivityAnnouncementsPanel activities={recentActivities} announcements={announcementItems} />
-          </ErrorBoundary>
-        </div>
-      </SecondaryWorkspacePanel>
-
-      {isManagerView ? (
-        <>
-          <SecondaryWorkspacePanel
-            title="角色重点"
-            description="入口"
-          >
-            <div className="grid gap-4 xl:grid-cols-[minmax(0,1fr),minmax(0,1fr)] 2xl:grid-cols-[minmax(0,1fr),minmax(0,1fr),340px]">
-              {primaryCards.length ? (
-                <SecondaryCardsPanel title="状态摘要" cards={primaryCards} />
-              ) : null}
-              <QuickActionsPanel items={quickActions} />
-              {roleCapabilities.canApproveTasks ? (
-                <SummaryPanel title="审批处理" items={approvalSummaryItems} />
-              ) : null}
-              {roleCapabilities.canApproveTasks ? (
-                <ApprovalProductivityPanel summary={workflowSummaryQuery.data ?? null} />
-              ) : null}
-              {roleCapabilities.canManageSystem ? (
-                <ApprovalProductivityPanel
-                  title="全局审批效率摘要"
-                  summary={workflowSystemSummaryQuery.data ?? null}
-                />
-              ) : null}
-              {roleCapabilities.canUseFinance ? (
-                <FinanceSummaryPanel summary={payload.financeSummary ?? null} />
-              ) : null}
-              {roleCapabilities.canManageSystem ? (
-                <SummaryPanel title="系统管理" items={systemSummaryItems} />
-              ) : null}
-              {roleCapabilities.canViewTeam ? (
-                <SummaryPanel title="今日团队状态" items={managerSummaryItems} />
-              ) : null}
-              <QuickLinksPanel items={quickLinkItems} />
-            </div>
-
-            <SecondaryCardsPanel
-              title="项目与组织"
-              cards={secondaryCards}
-            />
-          </SecondaryWorkspacePanel>
-
-          <AdoptionSummaryPanel adoptionSummary={payload.adoptionSummary} />
-        </>
-      ) : (
-        <SecondaryWorkspacePanel
-          title="更多入口"
-          description="申请、资产、最近访问"
-        >
-          <div className="portal-secondary-compact-grid">
-            <CompactMetricLinks title="状态摘要" cards={primaryCards} />
-            <CompactSummaryLinks title="我的申请与资产" items={employeeSummaryItems} />
-            <CompactRecentVisits />
-            <CompactQuickLinks items={quickLinkItems} />
-            <CompactMetricLinks title="项目与协同" cards={secondaryCards} />
-          </div>
-        </SecondaryWorkspacePanel>
-      )}
+      <div className="portal-task-secondary-grid">
+        <ConditionalWorkPanel title="我的进度" items={progressItems} />
+        <ConditionalWorkPanel title="团队卡点" items={teamBlockers} />
+        <ConditionalWorkPanel title="管理提醒" items={managementReminders} />
+      </div>
     </PageScaffold>
   );
 }
diff --git a/client/src/pages/ReimbursementsPage.tsx b/client/src/pages/ReimbursementsPage.tsx
index c8ace230..c58eac7c 100644
--- a/client/src/pages/ReimbursementsPage.tsx
+++ b/client/src/pages/ReimbursementsPage.tsx
@@ -1,6 +1,7 @@
 import { useEffect, useMemo, useState } from "react";
 import { Link, useNavigate, useSearchParams } from "react-router-dom";
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import { ArrowRight, Clock3, FilePenLine, RotateCcw, Wrench } from "lucide-react";
 import { isApiError } from "../api/types";
 import { mapApiErrorMessage } from "../api/errorMessages";
 import { fetchMyDelegations } from "../api/delegations";
@@ -74,6 +75,40 @@ const REIMBURSEMENT_STATUS_OPTIONS: Array<{ value: ReimbursementStatus; label: s
   { value: "cancelled", label: "已取消" },
 ];
 
+const REIMBURSEMENT_TASK_STATUS_OPTIONS = [
+  {
+    value: "rejected",
+    title: "被驳回待补正",
+    idleNote: "暂无需要补正的报销",
+    activeNote: "优先补齐说明或附件后重新提交",
+    icon: RotateCcw,
+    accentClass: "border-red-200 bg-red-50 text-red-700",
+  },
+  {
+    value: "draft",
+    title: "草稿待完善",
+    idleNote: "还没有报销草稿",
+    activeNote: "继续完善明细、发票和附件",
+    icon: FilePenLine,
+    accentClass: "border-amber-200 bg-amber-50 text-amber-700",
+  },
+  {
+    value: "reviewing",
+    title: "审批中进度",
+    idleNote: "暂无审批中的报销",
+    activeNote: "查看当前节点和处理进度",
+    icon: Clock3,
+    accentClass: "border-sky-200 bg-sky-50 text-sky-700",
+  },
+] satisfies Array<{
+  value: ReimbursementStatus;
+  title: string;
+  idleNote: string;
+  activeNote: string;
+  icon: typeof RotateCcw;
+  accentClass: string;
+}>;
+
 function formatCurrency(value: number) {
   return new Intl.NumberFormat("zh-CN", { style: "currency", currency: "CNY" }).format(value);
 }
@@ -101,6 +136,56 @@ function formatBatchOutcome(action: BatchAction, outcome: string) {
   return action === "approve" ? "已通过" : "已驳回";
 }
 
+function resolveEmptyStateCopy(status: ReimbursementStatus) {
+  if (status === "draft") {
+    return {
+      title: "还没有报销草稿",
+      description: "需要报销时先新建单据，再补充明细、发票和附件。",
+    };
+  }
+  if (status === "rejected") {
+    return {
+      title: "暂无需要补正的报销",
+      description: "后续有驳回单据时，会在这里继续编辑并重新提交。",
+    };
+  }
+  if (status === "reviewing") {
+    return {
+      title: "暂无审批中的报销",
+      description: "提交后的报销会在这里显示当前审批进度。",
+    };
+  }
+  if (status === "approved") {
+    return {
+      title: "暂无已通过记录",
+      description: "审批通过但未支付的报销会在这里留存。",
+    };
+  }
+  if (status === "paid") {
+    return {
+      title: "暂无已支付记录",
+      description: "财务支付完成后会在这里查看付款结果。",
+    };
+  }
+  return {
+    title: "暂无已取消记录",
+    description: "撤回或取消的报销记录会在这里留存。",
+  };
+}
+
+function resolveWorkflowHint(item: ReimbursementListItem) {
+  const stepName = item.pendingWorkflow?.task?.stepName;
+  if (!stepName) {
+    return null;
+  }
+
+  const actionableByCurrentUser = item.pendingWorkflow?.allowedActions.length ? true : false;
+  return {
+    label: `${actionableByCurrentUser ? "待你处理" : "当前节点"}：${stepName}`,
+    className: actionableByCurrentUser ? "text-amber-700" : "text-zinc-500",
+  };
+}
+
 export function ReimbursementsPage() {
   const [searchParams, setSearchParams] = useSearchParams();
   const navigate = useNavigate();
@@ -126,14 +211,37 @@ export function ReimbursementsPage() {
   const canViewAll = hasPermission(permissions, "expense.view_all");
   const canApproveExpense = hasPermission(permissions, "expense.approve");
   const canProxySubmit = hasPermission(permissions, "expense.proxy_submit");
+  const canUseFinanceTools =
+    hasPermission(permissions, "expense.finance.pay") ||
+    hasPermission(permissions, "payment.batch.manage") ||
+    hasPermission(permissions, "risk.review.manage") ||
+    hasPermission(permissions, "invoice.manage");
   const isAdministration = (me?.roleCodes ?? []).includes("administration");
   const showProxyOwnerSelector = canProxySubmit && isAdministration;
+  const canShowLedgerEntry = canViewAll || showProxyOwnerSelector || canUseFinanceTools;
+  const showAdvancedTools = canShowLedgerEntry && (showLedgerTools || scope === "all" || batchMode || showProxyOwnerSelector);
+  const shouldLoadCreateOptions = showAdvancedTools && canCreateExpense;
 
   const listQuery = useQuery({
     queryKey: ["reimbursements", "list", status, page, scope],
     queryFn: () => fetchReimbursements({ status, page, pageSize: PAGE_SIZE, scope }),
   });
 
+  const rejectedSummaryQuery = useQuery({
+    queryKey: ["reimbursements", "task-summary", "own", "rejected"],
+    queryFn: () => fetchReimbursements({ status: "rejected", page: 1, pageSize: 1, scope: "own" }),
+  });
+
+  const draftSummaryQuery = useQuery({
+    queryKey: ["reimbursements", "task-summary", "own", "draft"],
+    queryFn: () => fetchReimbursements({ status: "draft", page: 1, pageSize: 1, scope: "own" }),
+  });
+
+  const reviewingSummaryQuery = useQuery({
+    queryKey: ["reimbursements", "task-summary", "own", "reviewing"],
+    queryFn: () => fetchReimbursements({ status: "reviewing", page: 1, pageSize: 1, scope: "own" }),
+  });
+
   const proxyDelegationsQuery = useQuery({
     enabled: showProxyOwnerSelector,
     queryKey: ["delegations", "mine", "active"],
@@ -141,13 +249,13 @@ export function ReimbursementsPage() {
   });
 
   const templateOptionsQuery = useQuery({
-    enabled: canCreateExpense,
+    enabled: shouldLoadCreateOptions,
     queryKey: ["reimbursement-templates", "enabled", "create-menu"],
     queryFn: () => fetchReimbursementTemplates({ enabled: true }),
   });
 
   const linkableTravelRequestsQuery = useQuery({
-    enabled: canCreateExpense,
+    enabled: shouldLoadCreateOptions,
     queryKey: ["reimbursements", "linkable-travel-requests", proxyOwnerEmployeeId || me?.id || "self"],
     queryFn: () =>
       fetchLinkableTravelRequests({
@@ -187,10 +295,17 @@ export function ReimbursementsPage() {
   );
   const canShowBatchEntry =
     status === "reviewing" && scope === "all" && canApproveExpense && actionableItems.length > 0;
-  const showAdvancedTools = showLedgerTools || scope === "all" || batchMode || showProxyOwnerSelector;
   const selectedItems = actionableItems.filter((item) => selectedReimbursementIds.includes(item.id));
   const allActionableSelected =
     actionableItems.length > 0 && actionableItems.every((item) => selectedReimbursementIds.includes(item.id));
+  const taskSummaryTotalByStatus = {
+    rejected: rejectedSummaryQuery.data?.total,
+    draft: draftSummaryQuery.data?.total,
+    reviewing: reviewingSummaryQuery.data?.total,
+  } satisfies Record<(typeof REIMBURSEMENT_TASK_STATUS_OPTIONS)[number]["value"], number | undefined>;
+  const canShowCreateOptionsMenu =
+    canCreateExpense && shouldLoadCreateOptions && (templateOptions.length > 0 || linkableTravelRequests.length > 0);
+  const emptyState = resolveEmptyStateCopy(status);
 
   useEffect(() => {
     setSelectedReimbursementIds((current) => current.filter((id) => actionableIdSet.has(id)));
@@ -399,18 +514,6 @@ export function ReimbursementsPage() {
         </p>
       ) : null}
 
-      {templateOptionsQuery.isError ? (
-        <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
-          {resolveErrorMessage(templateOptionsQuery.error, "加载报销模板失败")}
-        </p>
-      ) : null}
-
-      {linkableTravelRequestsQuery.isError ? (
-        <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
-          {resolveErrorMessage(linkableTravelRequestsQuery.error, "加载可关联差旅申请失败")}
-        </p>
-      ) : null}
-
       {exportError ? (
         <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
           {exportError}
@@ -423,25 +526,65 @@ export function ReimbursementsPage() {
         </p>
       ) : null}
 
+      <section className="grid gap-3 md:grid-cols-3" aria-label="我的报销任务">
+        {REIMBURSEMENT_TASK_STATUS_OPTIONS.map((item) => {
+          const Icon = item.icon;
+          const count = taskSummaryTotalByStatus[item.value];
+          const active = status === item.value && scope === "own";
+          const displayCount = typeof count === "number" ? count : "-";
+
+          return (
+            <button
+              className={`card-std min-h-[124px] p-4 text-left transition hover:border-primary/40 hover:shadow-sm focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-primary-200 ${
+                active ? "border-primary/40 bg-primary/5" : ""
+              }`}
+              data-testid={`reimbursements-task-card-${item.value}`}
+              key={item.value}
+              onClick={() => setSearchParams({ status: item.value, page: "1", scope: "own" })}
+              type="button"
+            >
+              <div className="flex items-start justify-between gap-3">
+                <span className={`flex size-9 items-center justify-center rounded-lg border ${item.accentClass}`}>
+                  <Icon aria-hidden className="size-4" />
+                </span>
+                <ArrowRight aria-hidden className="mt-1 size-4 text-zinc-300" />
+              </div>
+              <div className="mt-4 flex items-end justify-between gap-3">
+                <div className="min-w-0">
+                  <div className="text-sm font-semibold text-zinc-900">{item.title}</div>
+                  <div className="mt-1 text-xs leading-5 text-zinc-500">
+                    {typeof count === "number" && count > 0 ? item.activeNote : item.idleNote}
+                  </div>
+                </div>
+                <div className="text-3xl font-semibold tabular-nums text-zinc-950">{displayCount}</div>
+              </div>
+            </button>
+          );
+        })}
+      </section>
+
       <FilterBar className="ops-command-bar space-y-3 !p-3 md:!p-3.5">
         <div className="ops-command-bar__row">
-          <Tabs
-            data-testid="reimbursements-status-tabs"
-            value={status}
-            onValueChange={(value) => setSearchParams({ status: value, page: "1", scope })}
-          >
-            <TabsList className="ops-command-bar__tabs !h-auto !justify-start !bg-slate-50">
-              {REIMBURSEMENT_STATUS_OPTIONS.map((item) => (
-                <TabsTrigger
-                  data-testid={`reimbursements-tab-${item.value}`}
-                  key={item.value}
-                  value={item.value}
-                >
-                  {item.label}
-                </TabsTrigger>
-              ))}
-            </TabsList>
-          </Tabs>
+          <div className="min-w-0 space-y-2">
+            <div className="text-xs font-semibold text-zinc-500">报销记录</div>
+            <Tabs
+              data-testid="reimbursements-status-tabs"
+              value={status}
+              onValueChange={(value) => setSearchParams({ status: value, page: "1", scope })}
+            >
+              <TabsList className="ops-command-bar__tabs !h-auto !justify-start !bg-slate-50">
+                {REIMBURSEMENT_STATUS_OPTIONS.map((item) => (
+                  <TabsTrigger
+                    data-testid={`reimbursements-tab-${item.value}`}
+                    key={item.value}
+                    value={item.value}
+                  >
+                    {item.label}
+                  </TabsTrigger>
+                ))}
+              </TabsList>
+            </Tabs>
+          </div>
 
           <div className="ops-command-bar__actions">
             {canApproveExpense ? (
@@ -455,14 +598,17 @@ export function ReimbursementsPage() {
                 待我处理
               </Button>
             ) : null}
-            <Button
-              size="sm"
-              variant={showAdvancedTools ? "default" : "secondary"}
-              onClick={() => setShowLedgerTools((current) => !current)}
-              type="button"
-            >
-              高级 / 台账
-            </Button>
+            {canShowLedgerEntry ? (
+              <Button
+                size="sm"
+                variant={showAdvancedTools ? "default" : "secondary"}
+                onClick={() => setShowLedgerTools((current) => !current)}
+                type="button"
+              >
+                <Wrench aria-hidden className="mr-1 size-4" />
+                台账工具
+              </Button>
+            ) : null}
           </div>
         </div>
 
@@ -506,7 +652,7 @@ export function ReimbursementsPage() {
                 </select>
               ) : null}
 
-              {canCreateExpense ? (
+              {canShowCreateOptionsMenu ? (
                 <DropdownMenu>
                   <DropdownMenuTrigger asChild>
                     <Button size="sm" variant="secondary" type="button">
@@ -517,9 +663,7 @@ export function ReimbursementsPage() {
                     <div className="px-2 py-1 text-[11px] font-semibold uppercase tracking-[0.18em] text-zinc-400">
                       从模板创建
                     </div>
-                    {templateOptionsQuery.isLoading ? (
-                      <DropdownMenuItem disabled>正在加载模板...</DropdownMenuItem>
-                    ) : templateOptions.length ? (
+                    {templateOptions.length ? (
                       templateOptions.map((template) => (
                         <DropdownMenuItem
                           key={template.id}
@@ -529,16 +673,14 @@ export function ReimbursementsPage() {
                         </DropdownMenuItem>
                       ))
                     ) : (
-                      <DropdownMenuItem disabled>暂无可用模板</DropdownMenuItem>
+                      <DropdownMenuItem disabled>当前无可用模板</DropdownMenuItem>
                     )}
 
                     <DropdownMenuSeparator />
                     <div className="px-2 py-1 text-[11px] font-semibold uppercase tracking-[0.18em] text-zinc-400">
                       关联差旅申请
                     </div>
-                    {linkableTravelRequestsQuery.isLoading ? (
-                      <DropdownMenuItem disabled>正在加载差旅申请...</DropdownMenuItem>
-                    ) : linkableTravelRequests.length ? (
+                    {linkableTravelRequests.length ? (
                       linkableTravelRequests.map((travelRequest) => (
                         <DropdownMenuItem
                           key={travelRequest.id}
@@ -548,7 +690,7 @@ export function ReimbursementsPage() {
                         </DropdownMenuItem>
                       ))
                     ) : (
-                      <DropdownMenuItem disabled>暂无可关联的差旅申请</DropdownMenuItem>
+                      <DropdownMenuItem disabled>当前无可关联申请</DropdownMenuItem>
                     )}
                   </DropdownMenuContent>
                 </DropdownMenu>
@@ -660,6 +802,7 @@ export function ReimbursementsPage() {
                 const actionLabel = ["draft", "rejected"].includes(item.status) ? "继续编辑" : "查看详情";
                 const displayCode = resolveReimbursementDisplayCode(item);
                 const canDeleteDraft = item.status === "draft" && canDeleteExpense;
+                const workflowHint = resolveWorkflowHint(item);
 
                 return (
                   <article
@@ -700,9 +843,9 @@ export function ReimbursementsPage() {
                       </div>
                     </div>
 
-                    {item.pendingWorkflow?.task?.id ? (
-                      <div className="rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-xs text-amber-700">
-                        待办：{item.pendingWorkflow.task.stepName}
+                    {workflowHint ? (
+                      <div className={`rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-xs ${workflowHint.className}`}>
+                        {workflowHint.label}
                       </div>
                     ) : null}
 
@@ -750,7 +893,19 @@ export function ReimbursementsPage() {
               })
             ) : (
               <div className="rounded-xl border border-dashed border-zinc-300 px-4 py-8 text-center text-sm text-zinc-500">
-                暂无数据
+                <div className="font-semibold text-zinc-900">{emptyState.title}</div>
+                <div className="mt-1 leading-6 text-zinc-500">{emptyState.description}</div>
+                {status === "draft" && canCreateExpense ? (
+                  <Button
+                    className="mt-3"
+                    disabled={createMutation.isPending}
+                    onClick={() => startCreateReimbursement()}
+                    size="sm"
+                    type="button"
+                  >
+                    {createMutation.isPending ? "创建中..." : "新建报销"}
+                  </Button>
+                ) : null}
               </div>
             )}
           </div>
@@ -776,6 +931,7 @@ export function ReimbursementsPage() {
                     );
                     const displayCode = resolveReimbursementDisplayCode(item);
                     const canDeleteDraft = item.status === "draft" && canDeleteExpense;
+                    const workflowHint = resolveWorkflowHint(item);
 
                     return (
                       <tr className="table-row" data-testid="reimbursement-row" key={item.id}>
@@ -800,9 +956,9 @@ export function ReimbursementsPage() {
                               项目：{item.project.projectNo} · {item.project.name}
                             </div>
                           ) : null}
-                          {item.pendingWorkflow?.task?.id ? (
-                            <div className="text-xs text-amber-700">
-                              待办：{item.pendingWorkflow.task.stepName}
+                          {workflowHint ? (
+                            <div className={`text-xs ${workflowHint.className}`}>
+                              {workflowHint.label}
                             </div>
                           ) : null}
                         </td>
@@ -869,7 +1025,21 @@ export function ReimbursementsPage() {
                 ) : (
                   <tr>
                     <td className="py-8 text-center text-sm text-zinc-500" colSpan={batchMode ? 7 : 6}>
-                      暂无数据
+                      <div className="mx-auto max-w-sm py-3">
+                        <div className="font-semibold text-zinc-900">{emptyState.title}</div>
+                        <div className="mt-1 leading-6 text-zinc-500">{emptyState.description}</div>
+                        {status === "draft" && canCreateExpense ? (
+                          <Button
+                            className="mt-3"
+                            disabled={createMutation.isPending}
+                            onClick={() => startCreateReimbursement()}
+                            size="sm"
+                            type="button"
+                          >
+                            {createMutation.isPending ? "创建中..." : "新建报销"}
+                          </Button>
+                        ) : null}
+                      </div>
                     </td>
                   </tr>
                 )}
@@ -983,7 +1153,6 @@ export function ReimbursementsPage() {
                     <div className="font-medium text-zinc-900">
                       {resolveReimbursementDisplayCode({ formNumber: item.formNumber, id: item.reimbursementId })}
                     </div>
-                    <div className="text-xs text-zinc-500">taskId: {item.taskId}</div>
                   </div>
                   <div className="text-sm font-medium text-zinc-700">
                     {formatBatchOutcome(batchResult.action, item.outcome)}
diff --git a/client/tests/e2e/announcements-presence.spec.ts b/client/tests/e2e/announcements-presence.spec.ts
index 7ac801b8..16fbc1fd 100644
--- a/client/tests/e2e/announcements-presence.spec.ts
+++ b/client/tests/e2e/announcements-presence.spec.ts
@@ -36,11 +36,9 @@ test("E2E 公告与团队状态：公告可见 + 今日状态更新 + Portal 汇
     await page.getByRole("button", { name: "保存状态" }).click();
     await expect(page.getByText("今日状态已更新")).toBeVisible({ timeout: 30_000 });
     await page.goto("/portal");
-    await page.locator("summary").filter({ hasText: "团队与通知" }).click();
-    await page.getByRole("tab", { name: "公告" }).click();
-    await expect(page.getByText(announcementTitle)).toBeVisible();
-    await page.locator("summary").filter({ hasText: "更多入口" }).click();
-    await expect(page.locator('[aria-label="portal-card-today_presence"]')).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+    await expect(page.getByText(announcementTitle)).not.toBeVisible();
 
     await logout(page, EMPLOYEE.name);
 
@@ -51,8 +49,8 @@ test("E2E 公告与团队状态：公告可见 + 今日状态更新 + Portal 汇
     await expect(page.getByRole("button", { name: "不在岗" })).toBeVisible();
 
     await page.goto("/portal");
-    await page.getByRole("tab", { name: "公告" }).click();
-    await expect(page.getByText(announcementTitle)).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.getByText(announcementTitle)).not.toBeVisible();
     await expect(page.getByTestId(TEST_IDS.topbar.profileTrigger)).toBeVisible();
   } finally {
     await adminClient.dispose();
diff --git a/client/tests/e2e/helpers/smokeAssertions.ts b/client/tests/e2e/helpers/smokeAssertions.ts
index e7c85289..c93cbb77 100644
--- a/client/tests/e2e/helpers/smokeAssertions.ts
+++ b/client/tests/e2e/helpers/smokeAssertions.ts
@@ -24,7 +24,7 @@ type Envelope<T> = {
 export async function assertPortalLoaded(page: Page) {
   await expect(page).toHaveURL(/\/portal/);
   await expect(page.getByRole("link", { name: "工作台", exact: true }).first()).toBeVisible();
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
 }
 
 export async function assertForbiddenPage(page: Page) {
diff --git a/client/tests/e2e/login-portal-ux.spec.ts b/client/tests/e2e/login-portal-ux.spec.ts
index d9f66cb7..d2716bbc 100644
--- a/client/tests/e2e/login-portal-ux.spec.ts
+++ b/client/tests/e2e/login-portal-ux.spec.ts
@@ -508,30 +508,17 @@ test("Portal 员工视角优先显示今日动作顺序", async ({ page }) => {
 
   await login(page, EMPLOYEE);
 
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-  await expect(page.getByText("当前焦点")).toBeVisible();
-  await expect(page.getByText("下一步")).toBeVisible();
-  await expect(page.getByRole("link", { name: "新建报销" })).toBeVisible();
-
-  await page.locator("summary").filter({ hasText: "更多入口" }).click();
-  const labels = await page.locator('[aria-label^="portal-card-"]').evaluateAll((nodes) =>
-    nodes.map((node) => node.getAttribute("aria-label")),
-  );
-  expect(labels.slice(0, 4)).toEqual([
-    "portal-card-my_todos",
-    "portal-card-today_presence",
-    "portal-card-my_weekly_report",
-    "portal-card-my_projects",
-  ]);
-
-  await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-  await page.locator("summary").filter({ hasText: "团队与通知" }).click();
-  await expect(page.getByRole("tab", { name: "公告" })).toBeVisible();
-  await expect(page.getByRole("heading", { name: "团队状态" })).toBeVisible();
-  await expect(page.getByRole("heading", { name: "通知" })).toBeVisible();
+  await expect(page.getByTestId("portal-work-summary")).toContainText("今天有 4 件待处理");
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /待办事项 4 条.*查看待办/ })).toBeVisible();
+  await expect(page.getByRole("link", { name: /本周周报待填写.*填写周报/ })).toBeVisible();
+  await expect(page.getByText("当前焦点")).not.toBeVisible();
+  await expect(page.getByText("下一步", { exact: true })).not.toBeVisible();
+  await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+  await expect(page.locator("summary").filter({ hasText: "更多入口" })).not.toBeVisible();
 });
 
-test("Portal 管理视角重排正确，更多入口默认折叠", async ({ page }) => {
+test("Portal 管理视角按角色分发待处理和团队卡点", async ({ page }) => {
   await mockPasswordLogin(page);
   await mockNavigation(page, "manager");
   await mockPortalHome(page, "manager");
@@ -541,26 +528,13 @@ test("Portal 管理视角重排正确，更多入口默认折叠", async ({ page
 
   await login(page, MANAGER);
 
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-  await expect(page.getByRole("link", { name: "处理待办" })).toBeVisible();
-
-  await page.locator("summary").filter({ hasText: "角色重点" }).click();
-  const labels = await page.locator('[aria-label^="portal-card-"]').evaluateAll((nodes) =>
-    nodes.map((node) => node.getAttribute("aria-label")),
-  );
-  expect(labels.slice(0, 4)).toEqual([
-    "portal-card-pending_approvals",
-    "portal-card-team_presence",
-    "portal-card-weekly_missing",
-    "portal-card-weekly_help",
-  ]);
-
-  await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-  await expect(page.getByText("试点观测摘要")).toBeVisible();
-  await expect(page.getByRole("link", { name: "采购申请" })).toBeVisible();
-  await expect(page.getByRole("link", { name: "差旅申请" })).not.toBeVisible();
-  await page.locator("summary").filter({ hasText: "更多" }).click();
-  await expect(page.getByRole("link", { name: "差旅申请" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /待我处理 3 条.*去处理/ })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "团队卡点" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /项目风险未关闭.*处理风险/ })).toBeVisible();
+  await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+  await expect(page.locator("summary").filter({ hasText: "角色重点" })).not.toBeVisible();
+  await expect(page.getByText("试点观测摘要")).not.toBeVisible();
 });
 
 test("Portal 新员工只显示轻量欢迎入口，不再显示快速上手清单", async ({ page }) => {
@@ -598,7 +572,7 @@ test("Portal 新员工只显示轻量欢迎入口，不再显示快速上手清
   await expect(page.getByText("完善个人资料")).not.toBeVisible();
   await expect(page.getByText("了解请假流程")).not.toBeVisible();
   await expect(page.getByText("查看通知中心")).not.toBeVisible();
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
 });
 
 test("个人设置默认只展示账号通知和企业微信，不展示权限 code", async ({ page }) => {
@@ -668,11 +642,11 @@ test("Portal bootstrap refresh 首次瞬时失败后重试成功仍保留登录
   await page.goto("/portal");
 
   await expect(page).toHaveURL(/\/portal/);
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
   expect(refreshAttempts).toBeGreaterThanOrEqual(2);
 });
 
-test("Portal 域管理角色也进入经理视图", async ({ page }) => {
+test("Portal 域管理角色也能看到团队卡点", async ({ page }) => {
   await mockPasswordLogin(page);
   await mockNavigation(page, "manager");
   await mockPortalHome(page, "manager");
@@ -682,14 +656,12 @@ test("Portal 域管理角色也进入经理视图", async ({ page }) => {
 
   await login(page, EMPLOYEE);
 
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-  await expect(page.locator("summary").filter({ hasText: "角色重点" })).toBeVisible();
-  await page.locator("summary").filter({ hasText: "角色重点" }).click();
-  await expect(page.locator('[aria-label="portal-card-pending_approvals"]')).toBeVisible();
-  await expect(page.locator('[aria-label="portal-card-team_presence"]')).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "团队卡点" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /未交周报/ })).toBeVisible();
 });
 
-test("Portal 系统摘要审计日志入口指向实际路由", async ({ page }) => {
+test("Portal 管理提醒正常时不显示空壳", async ({ page }) => {
   await mockPasswordLogin(page);
   await mockNavigation(page, "manager");
   await mockPortalHome(page, "manager");
@@ -699,9 +671,9 @@ test("Portal 系统摘要审计日志入口指向实际路由", async ({ page })
 
   await login(page, ADMIN);
 
-  await page.locator("summary").filter({ hasText: "角色重点" }).click();
-  await expect(page.getByRole("heading", { name: "系统管理" })).toBeVisible();
-  await expect(page.getByRole("link", { name: /审计日志.*查看/ })).toHaveAttribute("href", "/audit-logs");
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "管理提醒" })).not.toBeVisible();
+  await expect(page.getByText("管理员按需查看")).not.toBeVisible();
 });
 
 test("企微 WebView 下默认进入移动工作台", async ({ page }) => {
diff --git a/client/tests/e2e/manual/r70-trialrun-deep-assist.spec.ts b/client/tests/e2e/manual/r70-trialrun-deep-assist.spec.ts
index 490b40a8..462ff3ad 100644
--- a/client/tests/e2e/manual/r70-trialrun-deep-assist.spec.ts
+++ b/client/tests/e2e/manual/r70-trialrun-deep-assist.spec.ts
@@ -194,11 +194,9 @@ test("R70 深层自动辅助试运行：周报待办、公告团队状态、真
       await expect(page.getByText("今日状态已更新")).toBeVisible({ timeout: 30_000 });
 
       await page.goto("/portal");
-      await page.locator("summary").filter({ hasText: "团队与通知" }).click();
-      await page.getByRole("tab", { name: "公告" }).click();
-      await expect(page.getByText(announcementTitle)).toBeVisible({ timeout: 30_000 });
-      await page.locator("summary").filter({ hasText: "更多入口" }).click();
-      await expect(page.locator('[aria-label="portal-card-today_presence"]')).toBeVisible();
+      await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+      await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+      await expect(page.getByText(announcementTitle)).not.toBeVisible();
       return announcementTitle;
     });
 
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 d4dc7678..f8444f85 100644
--- a/client/tests/e2e/pc-core-workflow-visual-wave2.spec.ts
+++ b/client/tests/e2e/pc-core-workflow-visual-wave2.spec.ts
@@ -316,8 +316,8 @@ test("PC 核心工作流 Wave2 视觉截图", async ({ page }) => {
   await page.getByTestId("login-password").fill(visualUser.password);
   await page.getByTestId("login-submit").click();
   await expect(page).toHaveURL(/\/portal/);
-  await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-  await expect(page.getByRole("link", { name: "处理待办" })).toBeVisible();
+  await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+  await expect(page.getByRole("link", { name: /待我处理.*去处理/ })).toBeVisible();
   await capture(page, "02-portal");
 
   await page.goto("/reimbursements?status=reviewing&scope=all");
diff --git a/client/tests/e2e/r102-reimbursement-main-flow.spec.ts b/client/tests/e2e/r102-reimbursement-main-flow.spec.ts
index aea36982..61dc6a81 100644
--- a/client/tests/e2e/r102-reimbursement-main-flow.spec.ts
+++ b/client/tests/e2e/r102-reimbursement-main-flow.spec.ts
@@ -320,6 +320,8 @@ test.describe("R102 reimbursement main flow", () => {
     await page.setViewportSize({ width: 1440, height: 960 });
     await page.goto("/reimbursements?status=draft");
 
+    await expect(page.getByTestId("reimbursements-task-card-draft")).toBeVisible();
+    await expect(page.getByRole("button", { name: "台账工具" })).toHaveCount(0);
     await expect(page.getByTestId("reimbursement-row").getByText(formNumber)).toBeVisible();
     await expect(page.getByText(reimbursementId)).toHaveCount(0);
 
@@ -328,7 +330,7 @@ test.describe("R102 reimbursement main flow", () => {
     await expect(page.getByTestId("action-confirm-dialog")).toContainText(formNumber);
     await page.getByTestId("action-confirm-submit").click();
     await expect(page.getByTestId("reimbursement-row")).toHaveCount(0);
-    await expect(page.getByRole("cell", { name: "暂无数据" })).toBeVisible();
+    await expect(page.getByTestId("reimbursements-table").getByText("还没有报销草稿")).toBeVisible();
   });
 
   test("详情页发票按当前简化流程添加并隐藏原始码值", async ({ page }) => {
diff --git a/client/tests/e2e/r105-pretrial-visual.spec.ts b/client/tests/e2e/r105-pretrial-visual.spec.ts
index 87062669..53c74f12 100644
--- a/client/tests/e2e/r105-pretrial-visual.spec.ts
+++ b/client/tests/e2e/r105-pretrial-visual.spec.ts
@@ -120,7 +120,7 @@ test.describe("R105 pretrial visual acceptance", () => {
     await loginLiveUser(page, "employee");
 
     await page.goto("/portal");
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
     await expectNoLegacyDesignCopy(page);
     await page.screenshot({ path: screenshotPath("desktop-portal.png"), fullPage: true });
 
diff --git a/client/tests/e2e/system-action-confirmation.spec.ts b/client/tests/e2e/system-action-confirmation.spec.ts
index 04e281d9..4c6c2011 100644
--- a/client/tests/e2e/system-action-confirmation.spec.ts
+++ b/client/tests/e2e/system-action-confirmation.spec.ts
@@ -290,7 +290,7 @@ test.describe("R7E 全站高风险操作二次确认", () => {
     await page.getByTestId("action-confirm-submit").click();
     await expect.poll(() => calls.deleteReimbursement).toBe(1);
 
-    await page.getByRole("button", { name: "高级 / 台账" }).click();
+    await page.getByRole("button", { name: "台账工具" }).click();
     await page.getByTestId("reimbursements-export").click();
     await page.getByTestId("reimbursements-export-csv").click();
     await expect(page.getByTestId("action-confirm-dialog")).toContainText("导出文件可能包含业务或个人信息");
diff --git a/client/tests/e2e/visual-portal.spec.ts b/client/tests/e2e/visual-portal.spec.ts
index ee6b382d..78e1e18c 100644
--- a/client/tests/e2e/visual-portal.spec.ts
+++ b/client/tests/e2e/visual-portal.spec.ts
@@ -1,58 +1,226 @@
+import { mkdirSync } from "node:fs";
+import path from "node:path";
 import { expect, test, type Page, type TestInfo } from "@playwright/test";
 
-import { EMPLOYEE, FINANCE, login, logout, type E2EUser } from "./helpers/auth";
+import { EMPLOYEE, FINANCE, login, type E2EUser } from "./helpers/auth";
 
 const ADMIN: E2EUser = {
   identifier: "admin@hyinda.com",
   password: "AdminPassword1234",
   name: "Admin",
 };
+const SCREENSHOT_DIR = path.resolve(process.cwd(), "../output/playwright/portal-task-first-redesign");
 
 async function attachScreenshot(page: Page, testInfo: TestInfo, name: string) {
+  mkdirSync(SCREENSHOT_DIR, { recursive: true });
+  const body = await page.screenshot({ path: path.join(SCREENSHOT_DIR, name), fullPage: true });
   await testInfo.attach(name, {
-    body: await page.screenshot({ fullPage: true }),
+    body,
     contentType: "image/png",
   });
 }
 
+function envelope<T>(data: T) {
+  return { requestId: "visual-portal", data };
+}
+
+function portalPayload(mode: "employee" | "admin" | "finance") {
+  const base = {
+    workspace: { id: "workspace-visual", persisted: true, profile: "small_team_internal" },
+    greeting: { name: mode === "employee" ? "Employee" : mode === "finance" ? "Finance" : "Admin" },
+    myApplications: [{ domain: "reimbursement", count: 1, href: "/reimbursements" }],
+    riskSummary: null,
+    announcements: [],
+    quickLinks: [],
+    todayPresence: null,
+    weeklyReport: null,
+    recentActivities: [],
+    teamStatusBoard: [],
+  };
+
+  if (mode === "finance") {
+    return {
+      ...base,
+      cards: [],
+      pendingTasks: { count: 1, href: "/workflow/tasks" },
+      teamPresence: null,
+      weeklySummary: null,
+      todoSummary: { openCount: 0, highPriorityCount: 0, href: "/todos" },
+      projectSummary: null,
+      peopleLifecycle: null,
+      roleCapabilities: {
+        canSubmitApplications: true,
+        canApproveTasks: true,
+        canUseFinance: true,
+        canManageSystem: false,
+        canViewTeam: true,
+        isAdminOnly: false,
+      },
+      financeSummary: { pendingBatchCount: 2, failedItemCount: 1, riskCount: 1, paymentBatchEnabled: true, href: "/ap-operations" },
+      adoptionSummary: null,
+    };
+  }
+
+  if (mode === "admin") {
+    return {
+      ...base,
+      cards: [],
+      pendingTasks: { count: 0, href: "/workflow/tasks" },
+      teamPresence: { date: "2026-05-29", href: "/team", office: 6, remote: 1, out: 0, travel: 0, leave: 0, unspecified: 1, total: 8 },
+      weeklySummary: { weekStart: "2026-05-25", submittedCount: 6, missingCount: 2, needsHelpCount: 0, href: "/weekly-reports" },
+      todoSummary: { openCount: 0, highPriorityCount: 0, href: "/todos" },
+      projectSummary: { myCount: 3, overdueMilestonesCount: 1, highPriorityTaskCount: 0, openRiskCount: 0, followUpDueTodayCount: 0, closurePendingProjectCount: 0, href: "/projects" },
+      peopleLifecycle: { onboardingCount: 0, offboardingCount: 0, assetReturnPendingCount: 0, href: "/people" },
+      roleCapabilities: {
+        canSubmitApplications: false,
+        canApproveTasks: false,
+        canUseFinance: false,
+        canManageSystem: true,
+        canViewTeam: true,
+        isAdminOnly: true,
+      },
+      financeSummary: null,
+      adoptionSummary: { activeEmployeeCount: 8, login7dCount: 8, weeklySubmittedCount: 6, weeklyMissingCount: 2, presenceUpdatedCount: 7, presenceMissingCount: 1, announcementCount: 0, login7dRate: 100, weeklySubmissionRate: 75, presenceCoverageRate: 87.5, hints: ["本周仍有 2 人未提交周报"] },
+    };
+  }
+
+  return {
+    ...base,
+    cards: [],
+    pendingTasks: { count: 0, href: "/workflow/tasks" },
+    teamPresence: null,
+    weeklySummary: null,
+    todoSummary: { openCount: 2, highPriorityCount: 1, href: "/todos" },
+    projectSummary: { myCount: 2, overdueMilestonesCount: 0, highPriorityTaskCount: 1, openRiskCount: 0, followUpDueTodayCount: 0, closurePendingProjectCount: 0, href: "/projects" },
+    peopleLifecycle: null,
+    roleCapabilities: {
+      canSubmitApplications: true,
+      canApproveTasks: false,
+      canUseFinance: false,
+      canManageSystem: false,
+      canViewTeam: false,
+      isAdminOnly: false,
+    },
+    financeSummary: null,
+    adoptionSummary: null,
+    weeklyReport: { weekStart: "2026-05-25", status: "draft", needsHelp: false, href: "/weekly-reports" },
+  };
+}
+
+async function mockVisualPortal(page: Page, mode: "employee" | "admin" | "finance") {
+  await page.addInitScript(() => {
+    window.localStorage.removeItem("hyb_oa_show_welcome");
+    window.localStorage.removeItem("hyb_oa_onboarding_active");
+    window.localStorage.removeItem("hyb_oa_getting_started_dismissed");
+  });
+
+  await page.route((url) => url.pathname.startsWith("/api/"), async (route) => {
+    const pathName = new URL(route.request().url()).pathname;
+
+    if (pathName === "/api/auth/capabilities") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({ emailDelivery: { ready: true, statusReasons: [] }, emailLoginCode: { enabled: true }, passwordReset: { enabled: true } })) });
+      return;
+    }
+    if (pathName === "/api/auth/sso/providers") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope([])) });
+      return;
+    }
+    if (pathName === "/api/auth/wecom/config") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({ enabled: false, entryEnabled: false, oauthEnabled: false, corpId: "", agentId: "", loginUrl: null, bindEnabled: false, defaultReturnTo: "/portal", status: "disabled", statusReasons: [] })) });
+      return;
+    }
+    if (pathName === "/api/auth/login") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({ accessToken: "visual-token", expiresIn: 900 })) });
+      return;
+    }
+    if (pathName === "/api/me") {
+      await route.fulfill({
+        status: 200,
+        contentType: "application/json",
+        body: JSON.stringify(envelope({
+          id: `visual-${mode}`,
+          employeeNo: "VISUAL",
+          name: mode === "employee" ? "Employee" : mode === "finance" ? "Finance" : "Admin",
+          email: `${mode}@hyinda.com`,
+          roleCodes: mode === "employee" ? ["employee"] : mode === "finance" ? ["finance"] : ["admin"],
+          notificationPushEnabled: true,
+          profileCompleteness: { hasEmergencyContact: true, hasBankAccount: true, hasAvatar: false, hasIdNumber: false, score: 50 },
+          wecomBinding: null,
+        })),
+      });
+      return;
+    }
+    if (pathName === "/api/system/navigation") {
+      await route.fulfill({
+        status: 200,
+        contentType: "application/json",
+        body: JSON.stringify(envelope({
+          workspace: { id: "workspace-visual", persisted: true, profile: "small_team_internal" },
+          sections: {
+            main: [
+              { key: "portal", href: "/portal", label: "工作台", icon: "home_app_logo", placement: "main", permissionCodes: [], featureFlagKey: null },
+              { key: "expense", href: "/reimbursements", label: "报销", icon: "request_quote", placement: "main", permissionCodes: [], featureFlagKey: null },
+            ],
+            admin: [],
+            backup: [],
+          },
+          recommendedRolePresets: [],
+        })),
+      });
+      return;
+    }
+    if (pathName === "/api/notifications") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({ page: 1, pageSize: 1, total: 0, unreadOnly: true, unreadCount: 0, items: [] })) });
+      return;
+    }
+    if (pathName === "/api/portal/home") {
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope(portalPayload(mode))) });
+      return;
+    }
+
+    await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope({})) });
+  });
+}
+
 test.describe("visual portal", () => {
   test("员工 Portal 视觉基线", async ({ page }, testInfo) => {
+    await mockVisualPortal(page, "employee");
     await page.setViewportSize({ width: 1440, height: 1200 });
     await login(page, EMPLOYEE);
 
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-    await expect(page.getByText("当前焦点")).toBeVisible();
-    await expect(page.getByText("下一步")).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "更多入口" })).toBeVisible();
+    await expect(page.getByTestId("portal-work-summary")).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.getByText("当前焦点")).not.toBeVisible();
+    await expect(page.getByText("下一步", { exact: true })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
 
     await attachScreenshot(page, testInfo, "portal-employee.png");
   });
 
   test("管理员 Portal 视觉基线", async ({ page }, testInfo) => {
+    await mockVisualPortal(page, "admin");
     await page.setViewportSize({ width: 1440, height: 1200 });
     await login(page, ADMIN);
 
     await expect(page.locator('[aria-label="portal-card-pending_approvals"]')).toHaveCount(0);
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-    await expect(page.getByText("下一步")).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "角色重点" })).toBeVisible();
-    await expect(page.getByText("试点观测摘要")).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.getByText("下一步", { exact: true })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "角色重点" })).not.toBeVisible();
+    await expect(page.getByText("试点观测摘要")).not.toBeVisible();
 
     await attachScreenshot(page, testInfo, "portal-admin.png");
-    await logout(page, ADMIN.name);
   });
 
   test("财务 Portal 显示财务待处理入口", async ({ page }, testInfo) => {
+    await mockVisualPortal(page, "finance");
     await page.setViewportSize({ width: 1440, height: 1200 });
     await login(page, FINANCE);
 
-    await expect(page.getByText("财务工作台")).toBeVisible();
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "角色重点" })).toBeVisible();
+    await expect(page.getByTestId("portal-work-summary")).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "角色重点" })).not.toBeVisible();
 
     await attachScreenshot(page, testInfo, "portal-finance.png");
-    await logout(page, FINANCE.name);
   });
 });
diff --git a/client/tests/e2e/visual-shell.spec.ts b/client/tests/e2e/visual-shell.spec.ts
index f84ebf7b..f37ee7b9 100644
--- a/client/tests/e2e/visual-shell.spec.ts
+++ b/client/tests/e2e/visual-shell.spec.ts
@@ -333,16 +333,16 @@ test.describe("visual shell", () => {
     await page.setViewportSize({ width: 1440, height: 1024 });
     await loginVisualUser(page);
 
-    await expect(page.getByRole("heading", { name: "今日任务" })).toBeVisible();
-    await expect(page.getByText("下一步")).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).toBeVisible();
-    await expect(page.locator("summary").filter({ hasText: /角色重点|更多入口/ })).toBeVisible();
+    await expect(page.getByRole("heading", { name: "今日待处理" })).toBeVisible();
+    await expect(page.getByText("下一步", { exact: true })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: "团队与通知" })).not.toBeVisible();
+    await expect(page.locator("summary").filter({ hasText: /角色重点|更多入口/ })).not.toBeVisible();
     await attachScreenshot(page, testInfo, "pc-portal-wave1.png");
 
     await page.goto("/reimbursements");
     await expect(page.getByRole("heading", { name: "我的报销" })).toBeVisible();
     await expect(page.getByTestId("reimbursements-create")).toBeVisible();
-    await expect(page.getByRole("button", { name: "高级 / 台账" })).toBeVisible();
+    await expect(page.getByRole("button", { name: "台账工具" })).toBeVisible();
     await expect(page.getByTestId("reimbursements-export")).not.toBeVisible();
     await expect(page.getByTestId("reimbursements-status-tabs")).toBeVisible();
     await expect(page.getByTestId("reimbursements-table")).toBeVisible();
diff --git a/docs/产品设计规则.md b/docs/产品设计规则.md
index 965bb75a..793c303a 100644
--- a/docs/产品设计规则.md
+++ b/docs/产品设计规则.md
@@ -46,6 +46,9 @@ A 类页面优先保证真实试运行路径顺畅；B 类页面优先保证台
 - 同一业务对象在同一区域只展示一次主标识；同一状态在同一区域只展示一次。
 - 通知中心是事件收件箱，不是待办列表或进度页副本；通知点击应直达业务详情、审批任务或可解释的失败提示。
 - 首页只做工作台摘要，不重复完整待办列表、通知列表和进度列表。
+- 首页首屏优先展示 `今日待处理`：覆盖所有需要当前用户行动的事项，例如待审批、待补材料、待付款/待复核、票据异常、配置缺口和明确分配给当前用户的团队动作；普通通知、已完成进度、只读动态和低频管理入口不算待处理。
+- 首页不使用常驻欢迎大卡片、说明型折叠区或入口集合。首屏应使用紧凑状态摘要、可行动事项列表和条件出现的 `团队卡点` / `管理提醒` / `我的进度`，没有真实数据的区域不显示。
+- `报销进度`、团队公告、试运行观测等不作为首页固定按钮或固定模块；只有存在可靠状态、真实阻塞或异常时才出现。
 - 首页不承担常驻新手教学职责；首次欢迎提示只做一次性、可关闭的常用业务入口，最多 3 个，不放个人设置、通知中心或“了解流程”这类说明型入口。
 - 审批入口同时服务审批人和发起人：审批人处理待我审批，员工查看我发起的进度。
 - 普通员工不应看到不可点或无权限的审批入口；审批、财务、负责人和管理员只能看到服务端允许的动作。