feat: 补齐报销付款待办交接（09-11-reimbursement-payment-handoffs）

client/src/api/portal.ts

@@ -79,6 +79,19 @@ export type PortalHomePayload = {
     canViewTeam: boolean;
     isAdminOnly: boolean;
   };
+  businessHandoffs?: {
+    total: number;
+    items: Array<{
+      key: string;
+      kind: "reimbursement_edit" | "reimbursement_batch" | "payment_review" | "payment_execute";
+      reference: string | null;
+      title: string;
+      nextStep: string;
+      ownerLabel: string;
+      href: string;
+      mobileHref: string;
+    }>;
+  };
   financeSummary?: {
     pendingBatchCount: number;
     failedItemCount: number;

client/src/pages/MobilePortalPage.tsx

@@ -131,6 +131,9 @@ export function MobilePortalPage() {
     enabled: canUseFinance,
     queryKey: ["mobile", "portal", "home"],
     queryFn: () => fetchPortalHome(),
+    staleTime: 0,
+    refetchOnMount: true,
+    refetchOnWindowFocus: true,
   });
 
   useEffect(() => {
@@ -167,13 +170,14 @@ export function MobilePortalPage() {
     .filter((item) => !(canAccessApprovals && item.type.startsWith("workflow.task_")))
     .slice(0, 3);
   const financeSummary = portalHomeQuery.data?.financeSummary ?? null;
+  const businessHandoffs = portalHomeQuery.data?.businessHandoffs;
   const paymentBatchEnabled = Boolean(financeSummary?.paymentBatchEnabled);
   const financePendingCount = financeSummary?.pendingBatchCount ?? 0;
-  const financeExceptionCount = (financeSummary?.failedItemCount ?? 0) + (financeSummary?.riskCount ?? 0);
+  const financeExceptionCount = (businessHandoffs ? 0 : financeSummary?.failedItemCount ?? 0) + (financeSummary?.riskCount ?? 0);
   const shouldShowFinanceCard = canUseFinance &&
     !portalHomeQuery.isLoading &&
     !portalHomeQuery.isError &&
-    (paymentBatchEnabled || financePendingCount > 0 || financeExceptionCount > 0);
+    (businessHandoffs ? financeExceptionCount > 0 : paymentBatchEnabled || financePendingCount > 0 || financeExceptionCount > 0);
   const financeCardBadge = paymentBatchEnabled ? "复核与付款" : financePendingCount > 0 ? "待付款" : "异常与复核";
 
   async function openHomeNotification(item: NotificationItem) {
@@ -298,6 +302,21 @@ export function MobilePortalPage() {
         </section>
       ) : null}
 
+      {portalHomeQuery.isError ? <section className="mobile-card space-y-3" role="alert"><p>业务待办加载失败，请重试。</p><Button onClick={() => void portalHomeQuery.refetch()} type="button" variant="secondary">重试加载待办</Button></section> : null}
+
+      {!portalHomeQuery.isError && businessHandoffs && businessHandoffs.total > 0 ? (
+        <section className="mobile-card mobile-page-stack" data-testid="mobile-business-handoffs">
+          <div className="mobile-section-header"><h2 className="mobile-section-title">业务待办</h2><span>{businessHandoffs.total} 项</span></div>
+          {businessHandoffs.items.map((item) => (
+            <Link className="mobile-list-card block" key={item.key} to={item.mobileHref}>
+              <div className="mobile-list-card__title">{item.title}{item.reference ? ` · ${item.reference}` : ""}</div>
+              <p className="mobile-list-card__subtitle mt-1">{item.nextStep}</p>
+              <p className="mt-1 text-xs text-zinc-500">{item.ownerLabel} · 查看处理</p>
+            </Link>
+          ))}
+        </section>
+      ) : null}
+
       {shouldShowFinanceCard ? (
         <section id="finance" tabIndex={-1} className="mobile-card mobile-page-stack" data-testid="mobile-finance-summary">
           <div className="mobile-section-header">
@@ -305,10 +324,10 @@ export function MobilePortalPage() {
             <span className="badge-neutral">{financeCardBadge}</span>
           </div>
           <div className="mobile-metric-grid text-sm">
-            <div className="rounded-lg bg-zinc-50 px-3 py-2">
+            {!businessHandoffs ? <div className="rounded-lg bg-zinc-50 px-3 py-2">
               <div className="text-xs text-zinc-500">待付款</div>
               <div className="mt-1 text-xl font-semibold text-zinc-900">{financePendingCount}</div>
-            </div>
+            </div> : null}
             <div className="rounded-lg bg-zinc-50 px-3 py-2">
               <div className="text-xs text-zinc-500">异常</div>
               <div className="mt-1 text-xl font-semibold text-zinc-900">{financeExceptionCount}</div>

client/src/pages/PortalHomePage.tsx

@@ -28,6 +28,7 @@ type WorkItem = {
   icon: string;
   priority: number;
   count: number;
+  showReason?: boolean;
 };
 
 type EmptyAction = {
@@ -107,6 +108,11 @@ function uniqueWorkItems(items: WorkItem[]) {
 
 function buildTodayActionItems(payload: PortalHomePayload, roleCapabilities: RoleCapabilities) {
   const items: WorkItem[] = [];
+  for (const handoff of payload.businessHandoffs?.items ?? []) {
+    items.push({ key: handoff.key, title: [handoff.title, handoff.reference].filter(Boolean).join(" · "),
+      reason: handoff.nextStep, meta: handoff.ownerLabel, href: handoff.href, actionLabel: "查看处理",
+      severity: "warning", icon: "assignment", priority: 98, count: 1, showReason: true });
+  }
 
   if (payload.pendingTasks.count > 0) {
     items.push({
@@ -158,7 +164,7 @@ function buildTodayActionItems(payload: PortalHomePayload, roleCapabilities: Rol
   }
 
   if (roleCapabilities.canUseFinance && payload.financeSummary) {
-    if (payload.financeSummary.failedItemCount > 0) {
+    if (!payload.businessHandoffs && payload.financeSummary.failedItemCount > 0) {
       items.push({
         key: "finance-failed-payment",
         title: `异常付款 ${payload.financeSummary.failedItemCount} 项`,
@@ -188,7 +194,7 @@ function buildTodayActionItems(payload: PortalHomePayload, roleCapabilities: Rol
       });
     }
 
-    if (payload.financeSummary.pendingBatchCount > 0) {
+    if (!payload.businessHandoffs && payload.financeSummary.pendingBatchCount > 0) {
       items.push({
         key: "finance-pending-batch",
         title: `待付款批次 ${payload.financeSummary.pendingBatchCount} 个`,
@@ -234,7 +240,7 @@ function buildTodayActionItems(payload: PortalHomePayload, roleCapabilities: Rol
     });
   }
 
-  return uniqueWorkItems(items).slice(0, 8);
+  return uniqueWorkItems(items);
 }
 
 function buildProgressItems(payload: PortalHomePayload) {
@@ -579,6 +585,7 @@ function WorkItemRow({ item }: { item: WorkItem }) {
       </span>
       <span className="min-w-0 flex-1">
         <span className="portal-task-row__title">{item.title}</span>
+        {item.showReason ? <span className="mt-1 block text-sm text-zinc-600">{item.reason}</span> : null}
       </span>
       <span className="portal-task-row__meta">{item.meta}</span>
       <span className="portal-task-row__action">{item.actionLabel}</span>
@@ -680,7 +687,7 @@ function ConditionalWorkPanel({
 export function PortalHomePage() {
   const { me, permissions } = useAuth();
   const [showWelcome, setShowWelcome] = useState(false);
-  const portalQuery = useQuery({ queryKey: ["portal-home"], queryFn: () => fetchPortalHome() });
+  const portalQuery = useQuery({ queryKey: ["portal-home"], queryFn: () => fetchPortalHome(), staleTime: 0, refetchOnMount: true, refetchOnWindowFocus: true });
   const canSetupWorkspace = hasAnyPermission(permissions, ["system.settings"]);
 
   useEffect(() => {

client/tests/e2e/visual-portal.spec.ts

@@ -3,6 +3,9 @@ import path from "node:path";
 import { expect, test, type Page, type TestInfo } from "@playwright/test";
 
 import { EMPLOYEE, FINANCE, login, type E2EUser } from "./helpers/auth";
+import type { PortalHomePayload } from "../../src/api/portal";
+
+test.use({ serviceWorkers: "block" });
 
 const ADMIN: E2EUser = {
   identifier: "[email protected]",
@@ -109,7 +112,7 @@ function portalPayload(mode: "employee" | "admin" | "finance") {
   };
 }
 
-async function mockVisualPortal(page: Page, mode: "employee" | "admin" | "finance") {
+async function mockVisualPortal(page: Page, mode: "employee" | "admin" | "finance", handoffs?: () => PortalHomePayload["businessHandoffs"]) {
   await page.addInitScript(() => {
     window.localStorage.removeItem("hyb_oa_show_welcome");
     window.localStorage.removeItem("hyb_oa_onboarding_active");
@@ -131,8 +134,8 @@ async function mockVisualPortal(page: Page, mode: "employee" | "admin" | "financ
       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 })) });
+    if (pathName === "/api/auth/login" || pathName === "/api/auth/refresh") {
+      await route.fulfill({ status: 200, contentType: "application/json", headers: { "set-cookie": "has_session=1; Path=/; SameSite=Lax" }, body: JSON.stringify(envelope({ accessToken: "visual-token", expiresIn: 900 })) });
       return;
     }
     if (pathName === "/api/me") {
@@ -178,7 +181,12 @@ async function mockVisualPortal(page: Page, mode: "employee" | "admin" | "financ
       return;
     }
     if (pathName === "/api/portal/home") {
-      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope(portalPayload(mode))) });
+      const payload = portalPayload(mode);
+      await route.fulfill({ status: 200, contentType: "application/json", body: JSON.stringify(envelope(handoffs ? {
+        ...payload, businessHandoffs: handoffs(), pendingTasks: { count: 0, href: "/workflow/tasks" },
+        todoSummary: null, weeklyReport: null, projectSummary: null,
+        financeSummary: mode === "finance" ? { ...payload.financeSummary, pendingBatchCount: 9, failedItemCount: 1, riskCount: 0 } : null,
+      } : payload)) });
       return;
     }
 
@@ -187,6 +195,56 @@ async function mockVisualPortal(page: Page, mode: "employee" | "admin" | "financ
 }
 
 test.describe("visual portal", () => {
+  for (const mobile of [false, true]) {
+    test(`业务交接${mobile ? "手机" : "PC"}显示真实事项并在处理后刷新消失`, async ({ page }, testInfo) => {
+      test.skip(process.env.E2E_MODE === "live", "仅本地合成事项");
+      let items: NonNullable<PortalHomePayload["businessHandoffs"]>["items"] = [
+        { key: "reimbursement-batch:synthetic", kind: "reimbursement_batch", reference: "BX-SYN", title: "报销待组建付款批次", nextStep: "核对付款资料后组批", ownerLabel: "财务", href: "/reimbursements/synthetic", mobileHref: "/mobile/reimbursements/synthetic" },
+        { key: "payment-execute:synthetic", kind: "payment_execute", reference: "PB-SYN", title: "付款与回单待处理", nextStep: "已生成银行制单，等待付款完成并上传回单", ownerLabel: "财务", href: "/payment-batches?id=synthetic", mobileHref: "/mobile/payment-batches?id=synthetic" },
+      ];
+      await mockVisualPortal(page, "finance", () => ({ total: items.length, items }));
+      await page.setViewportSize(mobile ? { width: 390, height: 844 } : { width: 1440, height: 1000 });
+      await login(page, FINANCE);
+      await page.goto(mobile ? "/mobile" : "/portal");
+      await expect(page.getByText("报销待组建付款批次 · BX-SYN", { exact: true })).toBeVisible();
+      await expect(page.getByText("付款与回单待处理 · PB-SYN", { exact: true })).toBeVisible();
+      await expect(page.getByText("待付款批次 9 个", { exact: true })).toHaveCount(0);
+      await expect(page.getByText("异常付款 1 项", { exact: true })).toHaveCount(0);
+      if (mobile) await expect(page.getByTestId("mobile-business-handoffs")).toContainText("2 项");
+      else await expect(page.getByTestId("portal-work-summary")).toContainText("2");
+      await page.screenshot({ path: testInfo.outputPath("handoffs.png"), fullPage: true });
+      expect(await page.evaluate(() => document.documentElement.scrollWidth <= innerWidth + 2)).toBe(true);
+      items = [];
+      await page.reload();
+      await expect(page.getByText("付款与回单待处理 · PB-SYN", { exact: true })).toHaveCount(0);
+      await expect(page.getByText("待付款批次 9 个", { exact: true })).toHaveCount(0);
+    });
+  }
+
+  test("员工退回待修改直接进入本人的报销，不依赖通知未读数", async ({ page }) => {
+    test.skip(process.env.E2E_MODE === "live", "仅本地合成事项");
+    await mockVisualPortal(page, "employee", () => ({ total: 1, items: [{ key: "reimbursement-edit:synthetic", kind: "reimbursement_edit", reference: "BX-SYN", title: "报销退回待修改", nextStep: "修改后重新提交", ownerLabel: "报销人", href: "/reimbursements/synthetic", mobileHref: "/mobile/reimbursements/synthetic" }] }));
+    await login(page, EMPLOYEE);
+    await page.goto("/portal");
+    const row = page.getByRole("link").filter({ hasText: "报销退回待修改" });
+    await expect(row).toHaveCount(1);
+    await expect(row).toHaveAttribute("href", "/reimbursements/synthetic");
+  });
+
+  test("超过八条业务事项时计数与展示不截断", async ({ page }) => {
+    test.skip(process.env.E2E_MODE === "live", "仅本地合成事项");
+    const items: NonNullable<PortalHomePayload["businessHandoffs"]>["items"] = Array.from({ length: 9 }, (_, index) => ({
+      key: `reimbursement-batch:synthetic-${index}`, kind: "reimbursement_batch", reference: `BX-SYN-${index}`,
+      title: "报销待组建付款批次", nextStep: "核对付款资料后组批", ownerLabel: "财务",
+      href: `/reimbursements/synthetic-${index}`, mobileHref: `/mobile/reimbursements/synthetic-${index}`,
+    }));
+    await mockVisualPortal(page, "finance", () => ({ total: items.length, items }));
+    await login(page, FINANCE);
+    await page.goto("/portal");
+    await expect(page.getByRole("link").filter({ hasText: "报销待组建付款批次" })).toHaveCount(9);
+    await expect(page.getByTestId("portal-work-summary")).toContainText("9");
+  });
+
   test("员工 Portal 视觉基线", async ({ page }, testInfo) => {
     await mockVisualPortal(page, "employee");
     await page.setViewportSize({ width: 1440, height: 1200 });