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