feat(reimbursement-small-team-form-validation): 完善小团队报销填报校验

2026-08-04 23:28:56 +08:00
@@ -780,6 +780,78 @@ extra = {
 };
 ```

+## Scenario: Small-Team Reimbursement Form And Submit Validation
+
+### 1. Scope / Trigger
+
+- Trigger: changing ordinary reimbursement item editing, total display, submit validation, expense-date warnings, evidence summary or asset-category hints.
+- This is an internal 5–10 person workflow. Do not turn these rules into a configurable policy center or automatic accounting/asset platform.
+
+### 2. Signatures
+
+- Runtime env: `REIMBURSEMENT_MAX_AGE_DAYS=180|365`, default `365`.
+- Header edit: `PATCH /api/reimbursements/:id` accepts `reimbursementDate` and nullable `description` for participant-owned `draft|rejected` forms.
+- Item edit: `POST /api/reimbursements/:id/items` and `PATCH /api/reimbursements/:id/items/:itemId` require decimal `amount > 0`.
+- Submit: `POST /api/reimbursements/:id/submit` locks the reimbursement, reads every item, validates amounts and persists the recomputed `total_amount` before budget and workflow resolution.
+- Reimbursement precheck adds `evidenceSummary`, `timelinessChecks` and `assetHint`; these operational fields remain active when the budget-precheck feature flag is off.
+
+### 3. Contracts
+
+- PC, mobile and print display the server `totalAmount`; clients never calculate or submit an editable form total.
+- A template or travel conversion may keep zero-value placeholders in a draft, but submission requires at least one item and every item amount strictly greater than zero.
+- Date age uses `APP_TIMEZONE` business date plus date-only UTC arithmetic. Exactly 180/365 days is within policy; the first later day is overdue.
+- Overdue and cross-calendar-year are independent non-blocking warnings. One item may carry both flags and both user messages.
+- Evidence summary counts bound invoices, whole-form supporting attachments and bound invoices per item. An unlinked item warns but does not add a new block because allowances and whole-form evidence remain valid cases.
+- `expense_type.category=assets` returns only candidate count and manual-registration guidance. It never creates an asset card; the `/assets` link remains permission-gated.
+- Do not add a “历史费用补报” field, badge or process. Age and calendar-year facts provide the traceable signal.
+
+### 4. Validation & Error Matrix
+
+- Unsupported `REIMBURSEMENT_MAX_AGE_DAYS` -> application startup fails with `Invalid REIMBURSEMENT_MAX_AGE_DAYS`.
+- Manual item amount `<= 0` -> `400 VALID_001 / amount=must_be_positive`.
+- Submit with zero items -> `400 VALID_001 / items=at_least_one_required`.
+- Submit with any item amount `<= 0` -> `400 VALID_001 / items=positive_amount_required` plus affected item IDs.
+- Expense date older than policy or in another calendar year -> precheck `decision=warn`; submission remains possible after confirmation.
+- Asset candidate without asset permission -> show manual next step only, never the asset-module link or asset data.
+
+### 5. Good/Base/Bad Cases
+
+- Good: three positive items display one server total; submit repairs a stale stored total before selecting the approval rule.
+- Good: a 366-day-old asset item under the 365-day policy shows overdue, cross-year, evidence and manual-asset warnings without creating an asset.
+- Base: a current office-supply item with one linked invoice passes existing gates and displays its linked count.
+- Bad: sum item amounts in React, trust a stale `ReimbursementForm.total_amount` during submit, block all old invoices, or auto-create asset cards.
+
+### 6. Tests Required
+
+- Config tests cover default 365, allowed 180/365 and unsupported values.
+- Service tests freeze the business time and assert threshold-day, first-overdue-day, cross-year, per-item invoice count, attachment count and asset candidate behavior.
+- Route tests assert empty/non-positive submit errors and that the recomputed amount reaches approval-rule selection.
+- Frontend typecheck/build plus PC/mobile Playwright assert header editing, item count, server total, evidence wording and absence of internal terms.
+- Run Prisma validation, reimbursement focused regression, process/docs/Trellis gates and `git diff --check`.
+
+### 7. Wrong vs Correct
+
+#### Wrong
+
+```js
+const total = items.reduce((sum, item) => sum + Number(item.amount), 0);
+await selectApprovalRule(reimbursement.total_amount); // may be stale
+```
+
+#### Correct
+
+```js
+const items = await tx.reimbursementItem.findMany({
+  where: { reimbursement_id: reimbursementId },
+  select: { id: true, amount: true },
+});
+if (!items.length || items.some((item) => Number(item.amount) <= 0)) {
+  throw new AppError({ code: "VALID_001", message: "参数校验失败", statusCode: 400 });
+}
+reimbursement.total_amount = await recomputeTotalAmount(tx, reimbursementId, actorId);
+await selectApprovalRule(reimbursement.total_amount);
+```
+
 ## Scenario: Payment Batch Receipt Attention Count

 ### 1. Scope / Trigger
@@ -0,0 +1 @@
+{"_example": "Fill with {\"file\": \"<path>\", \"reason\": \"<why>\"}. Put spec/research files only — no code paths. Run `python3 .trellis/scripts/get_context.py --mode packages` to list available specs. Delete this line once real entries are added."}
@@ -0,0 +1,112 @@
+# 小团队报销填报与校验完善：技术设计
+
+## 1. Design boundary
+
+本任务在现有报销详情和预检链路内增量实现，不新增数据库表，不建设通用规则引擎，不改变审批、付款和资产状态机。
+
+核心数据流：
+
+```text
+明细/发票/附件数据库事实
+  -> reimbursement precheck 聚合
+  -> GET detail / POST precheck API
+  -> PC 与手机详情呈现
+  -> submit 事务重新汇总
+  -> 现有审批规则、预算与工作流
+```
+
+服务端负责金额、日期和证据状态的权威判断；前端只负责输入约束、可理解呈现和刷新。
+
+## 2. Contracts
+
+### 2.1 Runtime configuration
+
+- 在 `server/src/config.js` 增加 `reimbursementMaxAgeDays`。
+- 环境变量：`REIMBURSEMENT_MAX_AGE_DAYS`。
+- 默认：`365`；允许：`180 | 365`；非法值在启动时失败，不静默回退。
+- 配置只影响警告阈值，不改变数据、审批或付款状态。
+
+### 2.2 Reimbursement precheck extension
+
+在现有预检响应中追加向后兼容字段：
+
+```ts
+type ReimbursementEvidenceSummary = {
+  invoiceCount: number;
+  attachmentCount: number;
+  items: Array<{
+    itemId: string;
+    linkedInvoiceCount: number;
+    invoiceState: "linked" | "unlinked";
+  }>;
+};
+
+type ReimbursementTimelinessCheck = {
+  itemId: string;
+  expenseDate: string;
+  ageDays: number;
+  maxAgeDays: 180 | 365;
+  overdue: boolean;
+  crossCalendarYear: boolean;
+};
+
+type ReimbursementAssetHint = {
+  required: boolean;
+  itemCount: number;
+};
+```
+
+- 新字段缺失时旧客户端继续使用既有预检字段。
+- 超期、跨年度、明细未关联发票和资产候选通过现有 `warnings`/`nextActions` 合并，并保留结构化摘要供 UI 定位。
+- 明细未关联发票是警告而非新阻断，因为当前存在整单发票、OCR 未完成和合法无票差旅补助等兼容场景。
+
+### 2.3 Amount validation
+
+- 手工 item POST/PATCH 将 `amount=0` 视为无效。
+- 模板/差旅创建仍可内部写入零金额草稿，不经过手工 item POST 门禁。
+- submit 在同一事务和行锁内读取所有明细：无明细或任一金额 `<= 0` 时返回定位明确的校验错误。
+- 校验通过后调用现有重算逻辑，将返回值写回本次提交上下文；后续预算和审批规则只使用该值。
+- 不依赖前端合计，不接受客户端提交整单总额。
+
+### 2.4 Header editing
+
+- 扩展前端 API 为通用 `updateReimbursement`，旅行摘要函数可继续包装或迁移到该函数，避免重复 HTTP 合同。
+- PC 与手机复用小型编辑块：报销日期、报销事由、保存、取消。
+- 保存成功后刷新 detail、list 和 precheck 查询；使用现有未保存编辑保护模式，避免刷新丢失。
+
+### 2.5 Totals and evidence UI
+
+- PC 表格 footer 显示条数与 `detail.totalAmount`；手机列表尾显示相同事实。
+- 概况标签统一为“报销总额”。打印页保留现有合计行。
+- 证据提示在明细与材料区使用同一预检摘要，不在前端重新推导业务规则。
+- 当 OCR off 或发票金额为空时，不显示误导性的“发票金额差额”；本任务只展示数量和关联状态。
+
+### 2.6 Asset reminder
+
+- 服务端基于明细费用类型 `category=assets` 生成结构化提示。
+- UI 只显示候选数量、人工核对说明和授权后的资产模块入口。
+- 不调用资产创建 API，不保存报销侧资产状态。
+
+## 3. Compatibility and migration
+
+- 无 Prisma schema 或数据库迁移。
+- API 仅新增可选响应字段并收紧非法普通报销提交，现有合法报销兼容。
+- 历史草稿中的零金额明细可以继续查看和修改，但必须修正后才能提交。
+- 已提交、已通过和已付款记录保持只读，不回填时效或资产状态。
+- 现有附件仍为整单材料，现有发票绑定、OCR、查重和连续预览不变。
+
+## 4. Risks and mitigations
+
+- **日期偏移**：使用既有 date-only 工具和 `APP_TIMEZONE`，测试阈值当天、闰年和跨年边界。
+- **预检字段重复计算**：在服务端一次加载报销证据上下文，避免 PC/手机各自实现规则。
+- **模板回归**：只在手工明细接口和提交阶段收紧正金额，保留模板草稿零金额。
+- **既有未绑定发票**：只警告不阻断，保持现有整单至少一张发票门禁。
+- **资产权限泄露**：资产入口按现有权限决定，预检不返回资产卡或敏感字段。
+- **提交总额竞争**：继续使用报销行锁，并在同一事务内重算后再做预算和审批规则选择。
+
+## 5. Rollout and rollback
+
+- 部署前明确 `REIMBURSEMENT_MAX_AGE_DAYS`；缺省为 365。
+- 先部署服务端兼容字段和校验，再部署前端展示；旧前端可继续工作。
+- 回滚前端不会破坏服务端数据；回滚服务端仅移除新提示和正金额收紧，无迁移回滚。
+- 公网验收覆盖普通办公用品、宽带/技术服务、IT 硬件三类合成记录，不使用真实票据内容。
@@ -0,0 +1 @@
+{"_example": "Fill with {\"file\": \"<path>\", \"reason\": \"<why>\"}. Put spec/research files only — no code paths. Run `python3 .trellis/scripts/get_context.py --mode packages` to list available specs. Delete this line once real entries are added."}
@@ -0,0 +1,62 @@
+# 小团队报销填报与校验完善：实施计划
+
+## 1. Backend contracts and focused tests
+
+- [ ] 在配置层增加并测试 `REIMBURSEMENT_MAX_AGE_DAYS=180|365`，默认 365，非法配置启动失败。
+- [ ] 在报销预检服务增加证据摘要、时效检查和资产提示，复用 date-only/金额工具。
+- [ ] 为默认期限、180 天、阈值边界、跨年度、未关联发票、整单附件和 `assets` 类别补单测。
+
+## 2. Authoritative amount validation
+
+- [ ] 收紧手工 item POST/PATCH：金额必须大于零，返回可定位错误。
+- [ ] submit 行锁事务读取明细，拒绝空明细和非正金额明细。
+- [ ] submit 在预算与审批规则前重新汇总并使用权威总额。
+- [ ] 补充空单、零金额模板草稿、修改后提交、陈旧总额修复和审批金额选择回归测试。
+
+## 3. Shared frontend API and header editing
+
+- [ ] 扩展 reimbursement API 类型与通用 PATCH 函数。
+- [ ] PC 草稿/驳回详情增加报销事由和日期编辑。
+- [ ] 手机草稿/驳回详情增加适合小屏的同等编辑能力。
+- [ ] 保存后刷新 detail/list/precheck，并验证非编辑状态和无权限用户只读。
+
+## 4. Totals, evidence and asset hints
+
+- [ ] PC 明细表尾增加条数与报销总额，概况标签改为“报销总额”。
+- [ ] 手机明细列表尾增加条数与报销总额。
+- [ ] PC/手机展示明细发票关联状态、整单附件数、时效警告和资产人工建卡提醒。
+- [ ] 资产入口沿用现有权限；打印页合计不回归。
+
+## 5. Validation and review gates
+
+- [ ] `cd server && npm run prisma:validate`
+- [ ] `cd server && node --check src/config.js && node --check src/services/feeControl.js && node --check src/routes/reimbursements.js`
+- [ ] 运行本任务新增的后端 Vitest 及现有 reimbursement detail/create/expense-standard 聚焦回归。
+- [ ] `cd client && npm run typecheck && npm run build`
+- [ ] 运行 PC 与 mobile/wecom 报销详情 E2E，覆盖合计、编辑、时效、证据和资产提醒。
+- [ ] 运行 `node scripts/qa/check-process-contract.mjs --baseline --json`。
+- [ ] 运行 `node scripts/qa/audit-docs.mjs --check-registry` 和 `node scripts/qa/check-trellis-governance.mjs`。
+- [ ] `git diff --check`
+- [ ] 因提交校验和跨层预检发生变化，实施后进行一次只读 review，重点检查金额竞争、模板兼容和权限边界。
+
+## 6. Documentation, deployment and rollback
+
+- [ ] 仅在形成稳定规则时更新现有报销事实源或 Trellis spec，不新建平行文档。
+- [ ] 记录环境配置默认值、生产取值和回滚方式，不记录 Secret 或真实票据。
+- [ ] 用户批准后启动任务；实现、检查、必要 spec 更新完成后使用中文 commit，并引用任务名。
+- [ ] 若需用户线上测试，完成部署、公网健康检查和合成数据关键路径冒烟后再通知。
+
+## Rollback points
+
+- 配置/预检字段为第一回滚点：可独立移除，不影响数据库。
+- 正金额提交门禁为第二回滚点：若发现合法流程被误阻断，先回滚该提交校验，不绕过发票/权限门禁。
+- 前端编辑与提示为第三回滚点：可回滚 UI，服务端新增字段保持向后兼容。
+
+## 执行记录（2026-08-04）
+
+- 服务端聚焦回归 9 个文件、86 个用例全部通过；Prisma 与所改 Node 文件语法检查通过。
+- 前端 `typecheck`、生产构建通过；R102 合成 API 浏览器回归覆盖 PC/手机合计、事由日期编辑和材料提示，原 5 个用例通过，新增/修正用例单独复跑通过。
+- 任务、环境契约、流程合同、文档注册、Trellis 治理、敏感内容和 `git diff --check` 均通过；文档注册保留既有 22 个未注册文件 warning，无新增错误。
+- 全量后端 1228 个用例中 1224 个通过；3 个既有付款 BIFF8 导出用例因本机未安装 `server/requirements/payment-order-biff8.txt` 固定 Python 依赖失败，另 1 个本任务引起的环境键计数已修正并复跑通过。
+- 已完成主会话只读复核，修正“已完成报销不显示资产提醒”和“超期且跨年只显示一个提示”两处跨层遗漏。
+- 未执行生产部署、生产配置写入或公网数据操作；如需线上测试，须按项目规则另行取得明确部署授权。
@@ -0,0 +1,96 @@
+# 小团队报销填报与校验完善
+
+## Goal
+
+面向公司内部 5–10 人使用场景，在不扩展为通用费控产品的前提下，完善普通报销填报、提交预检和证据提示，使员工容易填写、审批人看得懂、财务能够核对、付款后能够追溯。
+
+## Background and confirmed facts
+
+- 系统已有报销单、明细、PDF 发票、补充附件、审批、付款批次和资产台账主链路。
+- `ReimbursementForm.total_amount` 已由明细新增、修改、删除操作自动重算；打印页已有明细合计，但 PC 和手机详情的明细区域没有就地合计。
+- 普通报销 PATCH 已支持修改 `reimbursementDate` 和 `description`，前端目前没有通用的事由/日期编辑入口。
+- 当前提交只校验总金额非负和整单至少一张发票，不能在服务端可靠阻止空明细、零金额明细或陈旧总额进入审批。
+- 发票已有可选明细关联；补充附件当前属于整单。本任务不引入发票多对多关系或附件明细关联。
+- 费用类型已有 `assets` 类别；资产事实源要求“资产候选 + 管理员人工建卡”，不得因报销提交、审批或付款自动生成资产卡。
+- 本轮讨论已决定不增加“历史费用补报”标识。票据新旧由费用日期、发票日期和提交日期推导。
+
+## Scope
+
+- 报销详情 PC、手机的明细合计和普通报销事由/日期编辑。
+- 报销明细正金额校验、提交时权威总额重算。
+- 180/365 天票据时效配置及超期、跨年度非阻断提示。
+- 明细发票关联、整单附件数量的材料完整性提示。
+- `assets` 类别的人工资产建卡提醒和授权入口。
+- 所需的前后端类型、聚焦测试、现有事实源/spec 更新及部署配置说明。
+
+## Requirements
+
+### R1 明细合计就地展示
+
+- PC 报销明细表尾显示明细数量和报销合计。
+- 手机报销明细卡片列表底部显示明细数量和报销合计。
+- 概况区将含糊的“金额”统一为“报销总额”或“合计金额”。
+- 展示使用服务端返回的 `totalAmount`，不增加可编辑总额字段。
+
+### R2 普通报销正金额与提交一致性
+
+- 员工手工新增或修改普通报销明细时，金额必须大于零。
+- 提交时服务端必须确认至少一条明细，且不存在零金额或负金额明细。
+- 提交事务内重新按明细汇总并持久化总金额，审批规则、预算检查和工作流快照使用该权威金额。
+- 差旅申请或模板创建阶段产生的零金额占位明细仍可保存为草稿，但补齐正金额前不得提交。
+- 错误返回可定位到明细或总金额，前端保留已填内容并给出中文提示。
+
+### R3 普通报销事由和报销日期编辑
+
+- 草稿和驳回状态的参与人可在 PC、手机详情编辑“报销事由”和“报销日期”。
+- 复用现有报销 PATCH 和权限/状态约束，不新增独立保存接口。
+- 事由不是“历史费用”分类；员工按真实用途填写，例如设备采购、办公网络或办公用品采购。
+
+### R4 票据时效提示
+
+- 服务端配置 `REIMBURSEMENT_MAX_AGE_DAYS`，默认 `365`，只允许 `180` 或 `365`，部署时可调整。
+- 以每条明细的费用发生日期为主计算距当前业务日期的天数；发票日期只作为已有材料摘要，不替代费用日期。
+- 超过配置期限或费用日期与提交日期跨自然年度时，在预检中产生中文警告，但本任务不自动阻断提交。
+- 页面说明实际天数、当前期限和需要财务确认的下一步，不出现“历史费用补报”标签。
+- 日期计算使用 `APP_TIMEZONE` 和 date-only 语义，不因 UTC 转换偏移一天。
+
+### R5 明细材料完整性提示
+
+- 预检返回整单发票数、整单补充附件数，以及每条明细已关联发票数。
+- PC、手机详情明确区分“已关联发票”“待关联发票”和“整单补充材料”。
+- 普通员工文案不显示 `invoice pool`、OCR 内部码、UUID 或数据库字段。
+- 本任务保持现有“整单至少一张发票”提交门禁；缺少某条明细关联发票先作为可确认警告，不新建费用材料政策中心。
+- 本任务不改变 PDF 发票、补充附件、付款回单和资产材料的既有上传边界。
+
+### R6 设备资产登记提醒
+
+- 报销包含 `assets` 类别明细时，PC、手机详情和提交预检显示“可能形成资产，报销完成后由管理员核对并手动建卡”的非阻断提醒。
+- 不自动创建资产卡、不自动判断会计固定资产、不复制资产建卡表单到报销页。
+- 有资产台账查看权限的用户可从提醒进入资产模块；其他用户只看到下一步说明。
+
+## Acceptance Criteria
+
+- [ ] AC1：PC 和手机的报销明细区域均显示与服务端 `totalAmount` 一致的明细数量和合计；新增、修改、删除后自动刷新。
+- [ ] AC2：手工新增/修改 `0` 金额明细被服务端拒绝；空明细或含非正金额明细的报销无法提交；模板零金额草稿仍可创建和编辑。
+- [ ] AC3：提交事务重新汇总权威总额，审批规则和后续提交结果不使用陈旧总额。
+- [ ] AC4：草稿/驳回报销可在 PC 和手机编辑报销事由和日期；其他状态不可编辑，权限边界不放宽。
+- [ ] AC5：默认 365 天配置有效，可切换为 180 天；超期和跨年度产生可理解警告但不阻断，date-only 边界无偏移。
+- [ ] AC6：预检及详情能显示每条明细的发票关联状态和整单附件数；现有整单发票门禁、OCR、查重和附件权限不回归。
+- [ ] AC7：`assets` 类别触发人工资产登记提醒，不产生任何资产卡写入；无权限用户不会获得资产数据或管理入口。
+- [ ] AC8：PC、手机和打印页使用一致的金额语义；普通用户页面不出现内部技术术语。
+- [ ] AC9：相关后端测试、前端 typecheck/build、PC/移动报销 E2E、Trellis 治理和 `git diff --check` 全部通过。
+- [ ] AC10：若改动面向公网用户，部署、公网冒烟和关键页面检查通过后才告知可以测试。
+
+## Out of Scope
+
+- “历史费用补报”字段、标识、筛选或独立流程。
+- 通用费用政策中心、复杂预算、银企直连、自动付款、自动记账或完整电子会计档案系统。
+- 发票与明细多对多、补充附件关联具体明细、发票验真能力扩展。
+- 自动创建资产卡、折旧/残值/会计科目判断。
+- 改造采购流程、付款状态机、审批角色或权限模型。
+
+## Test Plan
+
+- Backend：Prisma validate、`node --check`、报销详情/创建/费用标准相关 Vitest，并补充本任务聚焦用例。
+- Frontend：`npm run typecheck`、`npm run build`、PC 和 mobile/wecom 报销详情 E2E。
+- Process：Trellis task validate、流程合同、治理、文档注册审计和 `git diff --check`。
@@ -0,0 +1,26 @@
+{
+  "id": "reimbursement-small-team-form-validation",
+  "name": "reimbursement-small-team-form-validation",
+  "title": "小团队报销填报与校验完善",
+  "description": "完善小团队内部报销的明细合计、正金额校验、事由编辑、票据时效提示、材料完整性提示和资产登记提醒。",
+  "status": "in_progress",
+  "dev_type": "feature",
+  "scope": "server/client/docs/tests",
+  "package": null,
+  "priority": "P2",
+  "creator": "shunli",
+  "assignee": "shunli",
+  "createdAt": "2026-08-04",
+  "completedAt": null,
+  "branch": null,
+  "base_branch": "main",
+  "worktree_path": null,
+  "commit": null,
+  "pr_url": null,
+  "subtasks": [],
+  "children": [],
+  "parent": null,
+  "relatedFiles": [],
+  "notes": "",
+  "meta": {}
+}
@@ -119,6 +119,18 @@ export function mapApiErrorMessage(
  }

  if (code === "VALID_001") {
+    if (details?.amount === "must_be_positive") {
+      return "明细金额必须大于 0。";
+    }
+
+    if (details?.items === "at_least_one_required") {
+      return "请先添加至少 1 条报销明细。";
+    }
+
+    if (details?.items === "positive_amount_required") {
+      return "所有报销明细金额都必须大于 0，请修改后再提交。";
+    }
+
    const passwordErrors = readStringList(details?.password);
    if (passwordErrors.length) {
      return `新密码不符合要求：${passwordErrors.join("；")}。`;
@@ -46,6 +46,24 @@ export type PrecheckResponse = {
  } | null;
  budgetHint: Record<string, unknown> | null;
  standardChecks: ExpenseStandardCheck[];
+  evidenceSummary?: {
+    invoiceCount: number;
+    attachmentCount: number;
+    items: Array<{
+      itemId: string;
+      linkedInvoiceCount: number;
+      invoiceState: "linked" | "unlinked";
+    }>;
+  };
+  timelinessChecks?: Array<{
+    itemId: string;
+    expenseDate: string;
+    ageDays: number;
+    maxAgeDays: 180 | 365;
+    overdue: boolean;
+    crossCalendarYear: boolean;
+  }>;
+  assetHint?: { required: boolean; itemCount: number };
  warnings: Array<{ code: string; title: string; detail: string }>;
  blockingReasons: Array<{ code: string; title: string; detail: string }>;
  riskFlags: Array<{ code: string; level: "low" | "medium" | "high"; title: string; detail: string; willOpenOnSubmit: boolean }>;
@@ -301,6 +301,11 @@ export type ReimbursementTravelSummaryPayload = {
  travelEndDate: string | null;
 };

+export type ReimbursementUpdatePayload = Partial<ReimbursementTravelSummaryPayload> & {
+  reimbursementDate?: string;
+  description?: string | null;
+};
+
 export type ReimbursementCreateResponse = {
  id: string;
  formNumber: string | null;
@@ -486,10 +491,24 @@ export async function updateReimbursementTravelSummary(
  reimbursementId: string,
  payload: ReimbursementTravelSummaryPayload,
 ) {
-  return apiRequestData<{ travelSummary: Omit<ReimbursementDetail["travelSummary"], "isTravel"> }>(
-    `/api/reimbursements/${reimbursementId}`,
-    { method: "PATCH", body: JSON.stringify(payload) },
-  );
+  return updateReimbursement(reimbursementId, payload);
+}
+
+export async function updateReimbursement(
+  reimbursementId: string,
+  payload: ReimbursementUpdatePayload,
+) {
+  return apiRequestData<{
+    id: string;
+    status: ReimbursementStatus;
+    reimbursementDate: string;
+    description: string | null;
+    totalAmount: string;
+    travelSummary: Omit<ReimbursementDetail["travelSummary"], "isTravel">;
+  }>(`/api/reimbursements/${reimbursementId}`, {
+    method: "PATCH",
+    body: JSON.stringify(payload),
+  });
 }

 export async function createReimbursementItem(
@@ -0,0 +1,102 @@
+import { useEffect, useState } from "react";
+import { useMutation, useQueryClient } from "@tanstack/react-query";
+import { updateReimbursement } from "../../api/reimbursements";
+import { isApiError } from "../../api/types";
+import { mapApiErrorMessage } from "../../api/errorMessages";
+import { useUnsavedChangesGuard } from "../common/UnsavedChangesGuard";
+import { Button } from "../ui/button";
+import { Input } from "../ui/input";
+import { Textarea } from "../ui/textarea";
+
+type Props = {
+  reimbursementId: string;
+  reimbursementDate: string | null;
+  description: string | null;
+  editable: boolean;
+  mobile?: boolean;
+};
+
+export function ReimbursementHeaderEditor({
+  reimbursementId,
+  reimbursementDate,
+  description,
+  editable,
+  mobile = false,
+}: Props) {
+  const queryClient = useQueryClient();
+  const [editing, setEditing] = useState(false);
+  const [date, setDate] = useState(reimbursementDate ?? "");
+  const [reason, setReason] = useState(description ?? "");
+  const [error, setError] = useState("");
+  const dirty = editing && (date !== (reimbursementDate ?? "") || reason !== (description ?? ""));
+  const runGuarded = useUnsavedChangesGuard(dirty, "报销事由和日期");
+
+  useEffect(() => {
+    if (editing) return;
+    setDate(reimbursementDate ?? "");
+    setReason(description ?? "");
+  }, [description, editing, reimbursementDate]);
+
+  const mutation = useMutation({
+    mutationFn: () => updateReimbursement(reimbursementId, {
+      reimbursementDate: date,
+      description: reason.trim() || null,
+    }),
+    onSuccess: async () => {
+      setError("");
+      setEditing(false);
+      await Promise.all([
+        queryClient.invalidateQueries({ queryKey: ["reimbursements", reimbursementId] }),
+        queryClient.invalidateQueries({ queryKey: ["reimbursements", reimbursementId, "precheck"] }),
+        queryClient.invalidateQueries({ queryKey: ["reimbursements"] }),
+      ]);
+    },
+    onError: (mutationError) => {
+      setError(isApiError(mutationError)
+        ? mapApiErrorMessage(mutationError.code, mutationError.details, mutationError.message)
+        : "保存报销信息失败，请重试");
+    },
+  });
+
+  if (!editing) {
+    return (
+      <div className={mobile ? "mt-3" : "mt-3 rounded-lg border border-zinc-200 bg-zinc-50 px-3 py-2"}>
+        <div className="flex items-start justify-between gap-3">
+          <div className="min-w-0 text-sm leading-6 text-zinc-600">
+            <span className="font-medium text-zinc-800">报销事由：</span>
+            {description || "未填写"}
+          </div>
+          {editable ? (
+            <Button size="sm" type="button" variant="secondary" onClick={() => setEditing(true)}>
+              编辑
+            </Button>
+          ) : null}
+        </div>
+      </div>
+    );
+  }
+
+  return (
+    <div className="mt-3 space-y-3 rounded-lg border border-primary-100 bg-primary-50/40 p-3" data-testid="reimbursement-header-editor">
+      <div className={mobile ? "space-y-3" : "grid gap-3 md:grid-cols-[12rem_1fr]"}>
+        <label className="space-y-1 text-sm text-zinc-700">
+          <span>报销日期</span>
+          <Input type="date" value={date} disabled={mutation.isPending} onChange={(event) => setDate(event.target.value)} />
+        </label>
+        <label className="space-y-1 text-sm text-zinc-700">
+          <span>报销事由</span>
+          <Textarea rows={2} maxLength={500} value={reason} disabled={mutation.isPending} onChange={(event) => setReason(event.target.value)} />
+        </label>
+      </div>
+      {error ? <p className="text-sm text-red-600">{error}</p> : null}
+      <div className="flex gap-2">
+        <Button type="button" disabled={!date || mutation.isPending} onClick={() => mutation.mutate()}>
+          {mutation.isPending ? "保存中..." : "保存"}
+        </Button>
+        <Button type="button" variant="secondary" disabled={mutation.isPending} onClick={() => runGuarded(() => setEditing(false))}>
+          取消
+        </Button>
+      </div>
+    </div>
+  );
+}
@@ -0,0 +1,72 @@
+import { Link } from "react-router-dom";
+import type { PrecheckResponse } from "../../api/feeControl";
+import type { ReimbursementItem } from "../../api/reimbursements";
+
+type Props = {
+  precheck: PrecheckResponse | null | undefined;
+  items: ReimbursementItem[];
+  canAccessAssets: boolean;
+  mobile?: boolean;
+};
+
+export function ReimbursementOperationalHints({ precheck, items, canAccessAssets, mobile = false }: Props) {
+  const evidence = precheck?.evidenceSummary;
+  const timeliness = precheck?.timelinessChecks ?? [];
+  const relevantDates = timeliness.filter((item) => item.overdue || item.crossCalendarYear);
+  const itemById = new Map(items.map((item) => [item.id, item]));
+
+  if (!evidence && !relevantDates.length && !precheck?.assetHint?.required) return null;
+
+  return (
+    <div className={`${mobile ? "mt-3" : "mt-4"} space-y-3`} data-testid={mobile ? "mobile-reimbursement-operational-hints" : "reimbursement-operational-hints"}>
+      {evidence ? (
+        <div className="rounded-lg border border-zinc-200 bg-zinc-50 px-3 py-3 text-sm text-zinc-700">
+          <div className="font-medium text-zinc-900">材料对应情况</div>
+          <p className="mt-1 text-xs leading-5 text-zinc-500">
+            已添加发票 {evidence.invoiceCount} 张，整单补充材料 {evidence.attachmentCount} 份。
+          </p>
+          <ul className="mt-2 space-y-1 text-xs leading-5">
+            {evidence.items.map((entry) => {
+              const item = itemById.get(entry.itemId);
+              return (
+                <li key={entry.itemId}>
+                  {item?.expenseType?.name ?? "报销明细"}：
+                  {entry.linkedInvoiceCount > 0
+                    ? `已关联 ${entry.linkedInvoiceCount} 张发票`
+                    : "待关联发票或补充无票说明"}
+                </li>
+              );
+            })}
+          </ul>
+        </div>
+      ) : null}
+
+      {relevantDates.length ? (
+        <div className="rounded-lg border border-amber-200 bg-amber-50 px-3 py-3 text-sm text-amber-800">
+          <div className="font-medium">费用日期提示</div>
+          <ul className="mt-1 space-y-1 text-xs leading-5">
+            {relevantDates.map((check) => (
+              <li key={check.itemId}>
+                {itemById.get(check.itemId)?.expenseType?.name ?? "报销明细"}（{check.expenseDate}）：
+                {[
+                  check.overdue ? `距今 ${check.ageDays} 天，超过当前 ${check.maxAgeDays} 天期限` : "",
+                  check.crossCalendarYear ? "与当前日期跨自然年度" : "",
+                ].filter(Boolean).join("；")}，请与财务确认。
+              </li>
+            ))}
+          </ul>
+        </div>
+      ) : null}
+
+      {precheck?.assetHint?.required ? (
+        <div className="rounded-lg border border-blue-200 bg-blue-50 px-3 py-3 text-sm text-blue-800">
+          <div className="font-medium">资产登记提醒</div>
+          <p className="mt-1 text-xs leading-5">
+            {precheck.assetHint.itemCount} 条明细可能形成资产，报销完成后由管理员核对并手动建卡。
+          </p>
+          {canAccessAssets ? <Link className="mt-2 inline-flex text-xs font-medium text-primary hover:underline" to="/assets">查看资产台账</Link> : null}
+        </div>
+      ) : null}
+    </div>
+  );
+}
@@ -35,7 +35,7 @@ import {
 import { remindWorkflowTask } from "../api/workflow";
 import type { PrecheckResponse } from "../api/feeControl";
 import { useAuth } from "../auth/AuthContext";
-import { hasPermission } from "../auth/permissions";
+import { hasAnyPermission, hasPermission } from "../auth/permissions";
 import { AttachmentGovernanceBadges } from "../components/common/AttachmentGovernanceBadges";
 import { AttachmentDeleteConfirmDialog } from "../components/common/AttachmentDeleteConfirmDialog";
 import { useAttachmentDownloadReasonDialog } from "../components/common/useAttachmentDownloadReasonDialog";
@@ -44,6 +44,8 @@ import { RiskFlagsCard } from "../components/common/RiskFlagsCard";
 import { MobileIcon } from "../components/mobile/MobileIcon";
 import { MobileDetailHeader } from "../components/mobile/MobileDetailHeader";
 import { ReimbursementTravelSummary } from "../components/reimbursements/ReimbursementTravelSummary";
+import { ReimbursementHeaderEditor } from "../components/reimbursements/ReimbursementHeaderEditor";
+import { ReimbursementOperationalHints } from "../components/reimbursements/ReimbursementOperationalHints";
 import { ProcessingProgress } from "../components/patterns/ProcessingProgress";
 import { PageScaffold } from "../components/patterns/PageScaffold";
 import { Button } from "../components/ui/button";
@@ -197,6 +199,7 @@ export function MobileReimbursementDetailPage() {
  const canViewAllExpense = hasPermission(permissions, "expense.view_all");
  const canDeleteExpense = hasPermission(permissions, "expense.delete_own");
  const canSubmitExpense = hasPermission(permissions, "expense.submit");
+  const canAccessAssets = hasAnyPermission(permissions, ["asset.view_own", "asset.view_all", "asset.manage", "asset.transfer", "asset.inventory"]);
  const isParticipant = Boolean(detail && me?.id && [detail.ownerId, detail.submitterId].includes(me.id));
  const canEdit = isEditableStatus(detail?.status);
  const pendingTaskId = detail?.pendingWorkflow?.task?.id ?? null;
@@ -212,6 +215,12 @@ export function MobileReimbursementDetailPage() {
  const canManageAttachments = Boolean(canEdit && (isParticipant || canViewAllExpense));
  const selectedInvoiceEntries = Object.entries(selectedInvoices);

+  const reimbursementPrecheckQuery = useQuery({
+    enabled: Boolean(reimbursementId && canSubmitExpense && detail),
+    queryKey: ["reimbursements", reimbursementId, "precheck"],
+    queryFn: () => precheckReimbursement(reimbursementId),
+  });
+
  function handleInvoicePdfSelection(files: FileList | null) {
    const { accepted, rejected } = splitPdfFiles(files);
    setSelectedInvoiceFiles(accepted);
@@ -919,7 +928,13 @@ export function MobileReimbursementDetailPage() {
            <div className="mt-1 truncate font-semibold text-zinc-900">{detail.submitter?.name ?? "-"}</div>
          </div>
        </div>
-        {detail.description ? <p className="mt-3 text-sm leading-6 text-zinc-600">{detail.description}</p> : null}
+        <ReimbursementHeaderEditor
+          reimbursementId={reimbursementId}
+          reimbursementDate={detail.reimbursementDate}
+          description={detail.description}
+          editable={Boolean(canEdit && isParticipant)}
+          mobile
+        />
        <ReimbursementTravelSummary
          detail={detail}
          reimbursementId={reimbursementId}
@@ -1037,7 +1052,7 @@ export function MobileReimbursementDetailPage() {
            <div className="mobile-two-action-grid">
              <Button
                type="button"
-                disabled={!itemForm.expenseTypeId || !itemForm.expenseDate || !itemForm.amount.trim() || itemSaveMutation.isPending}
+                disabled={!itemForm.expenseTypeId || !itemForm.expenseDate || !Number.isFinite(Number(itemForm.amount)) || Number(itemForm.amount) <= 0 || itemSaveMutation.isPending}
                onClick={() => itemSaveMutation.mutate(itemForm)}
              >
                {itemSaveMutation.isPending ? "保存中..." : "保存"}
@@ -1085,6 +1100,16 @@ export function MobileReimbursementDetailPage() {
            </div>
          )}
        </div>
+        <div className="mt-3 flex items-center justify-between rounded-lg bg-zinc-50 px-3 py-3 text-sm font-medium text-zinc-900">
+          <span>共 {detail.items.length} 条明细</span>
+          <span>报销合计 {formatMoney(detail.totalAmount)}</span>
+        </div>
+        <ReimbursementOperationalHints
+          precheck={reimbursementPrecheckQuery.data}
+          items={detail.items}
+          canAccessAssets={canAccessAssets}
+          mobile
+        />
      </section>

      <section className="mobile-card" data-testid="mobile-reimbursement-materials">
@@ -38,7 +38,7 @@ import { isWecomWebView } from "../lib/runtimeContext";
 import { openFileInBrowser, previewFileInWecom } from "../lib/wecomFilePreview";
 import { hasCompleteTravelSummary } from "../lib/reimbursementTravel";
 import { useAuth } from "../auth/AuthContext";
-import { hasPermission } from "../auth/permissions";
+import { hasAnyPermission, hasPermission } from "../auth/permissions";
 import { CardSkeleton } from "../components/common/CardSkeleton";
 import { ConfirmDialog } from "../components/common/ConfirmDialog";
 import { useUnsavedChangesGuard } from "../components/common/UnsavedChangesGuard";
@@ -47,6 +47,8 @@ import { AttachmentDeleteConfirmDialog } from "../components/common/AttachmentDe
 import { useAttachmentDownloadReasonDialog } from "../components/common/useAttachmentDownloadReasonDialog";
 import { RiskFlagsCard } from "../components/common/RiskFlagsCard";
 import { ReimbursementTravelSummary } from "../components/reimbursements/ReimbursementTravelSummary";
+import { ReimbursementHeaderEditor } from "../components/reimbursements/ReimbursementHeaderEditor";
+import { ReimbursementOperationalHints } from "../components/reimbursements/ReimbursementOperationalHints";
 import { ProcessingProgress } from "../components/patterns/ProcessingProgress";
 import { StatusBadge } from "../components/common/StatusBadge";
 import { Button } from "../components/ui/button";
@@ -174,9 +176,10 @@ export function ReimbursementDetailPage() {
  const canViewOwnInvoice = hasPermission(permissions, "invoice.view_own");
  const canViewAllExpense = hasPermission(permissions, "expense.view_all");
  const canDeleteExpense = hasPermission(permissions, "expense.delete_own");
+  const canAccessAssets = hasAnyPermission(permissions, ["asset.view_own", "asset.view_all", "asset.manage", "asset.transfer", "asset.inventory"]);

  const reimbursementPrecheckQuery = useQuery({
-    enabled: Boolean(reimbursementId) && canSubmitExpense && ["draft", "rejected"].includes(detailQuery.data?.status ?? ""),
+    enabled: Boolean(reimbursementId) && canSubmitExpense && Boolean(detailQuery.data),
    queryKey: ["reimbursements", reimbursementId, "precheck"],
    queryFn: () => precheckReimbursement(reimbursementId),
  });
@@ -1101,7 +1104,7 @@ export function ReimbursementDetailPage() {
              <div data-testid="reimbursement-business-summary">
                <div className="detail-fact-grid xl:grid-cols-3" data-testid="reimbursement-summary">
                  <div className="detail-fact-card">
-                    <div className="detail-fact-card__label">金额</div>
+                    <div className="detail-fact-card__label">报销总额</div>
                    <div className="detail-fact-card__value">{formatMoney(detail.totalAmount)}</div>
                  </div>
                  <div className="detail-fact-card">
@@ -1129,11 +1132,12 @@ export function ReimbursementDetailPage() {
                    </div>
                  </div>
                </div>
-                {detail.description ? (
-                  <div className="mt-3 rounded-lg border border-zinc-200 bg-zinc-50 px-3 py-2 text-sm text-zinc-600">
-                    {detail.description}
-                  </div>
-                ) : null}
+                <ReimbursementHeaderEditor
+                  reimbursementId={reimbursementId}
+                  reimbursementDate={detail.reimbursementDate}
+                  description={detail.description}
+                  editable={Boolean(canEditItems && isReimbursementParticipant)}
+                />
                <ReimbursementTravelSummary
                  detail={detail}
                  reimbursementId={reimbursementId}
@@ -1339,8 +1343,20 @@ export function ReimbursementDetailPage() {
                </TableRow>
              )}
            </TableBody>
+            <tfoot className="border-t border-zinc-200 bg-zinc-50 font-medium text-zinc-900">
+              <tr>
+                <TableCell colSpan={2}>共 {detail.items.length} 条明细</TableCell>
+                <TableCell>{formatMoney(detail.totalAmount)}</TableCell>
+                <TableCell colSpan={2}>报销合计</TableCell>
+              </tr>
+            </tfoot>
          </Table>
        </div>
+        <ReimbursementOperationalHints
+          precheck={reimbursementPrecheckQuery.data}
+          items={detail.items}
+          canAccessAssets={canAccessAssets}
+        />

        {itemEditor ? (
          <ReimbursementItemEditor
@@ -81,6 +81,7 @@ export function ReimbursementItemEditor({
  const numericMaxAmount = Number(activeStandard?.maxAmount ?? 0);
  const isExceeded = Boolean(activeStandard) && Number.isFinite(numericAmount) && numericAmount > numericMaxAmount;
  const exceededAmount = isExceeded ? (numericAmount - numericMaxAmount).toFixed(2) : "0.00";
+  const hasPositiveAmount = Number.isFinite(numericAmount) && numericAmount > 0;

  const handleSave = () => {
    onSave({ expenseTypeId, expenseDate, amount, description });
@@ -185,7 +186,8 @@ export function ReimbursementItemEditor({
            isPending ||
            !expenseTypeId ||
            !expenseDate ||
-            !amount.trim()
+            !amount.trim() ||
+            !hasPositiveAmount
          }
          onClick={handleSave}
          type="button"
@@ -66,7 +66,7 @@ function reimbursementListItem() {
  };
 }

-function reimbursementDetail() {
+function reimbursementDetail(overrides: { reimbursementDate?: string; description?: string } = {}) {
  return {
    id: reimbursementId,
    formNumber,
@@ -77,9 +77,9 @@ function reimbursementDetail() {
    status: "draft",
    createdAt: "2026-05-06T09:00:00.000Z",
    submittedAt: null,
-    reimbursementDate: "2026-05-06",
+    reimbursementDate: overrides.reimbursementDate ?? "2026-05-06",
    totalAmount: "168.30",
-    description: "客户拜访交通费",
+    description: overrides.description ?? "客户拜访交通费",
    projectId: null,
    linkedTravelRequestId: null,
    linkedTravelRequest: null,
@@ -113,6 +113,8 @@ function reimbursementDetail() {

 async function mockApis(page: Page) {
  let draftExists = true;
+  let detailReimbursementDate = "2026-05-06";
+  let detailDescription = "客户拜访交通费";

  await page.route((url) => url.pathname.startsWith("/api/"), async (route) => {
    const request = route.request();
@@ -245,7 +247,25 @@ async function mockApis(page: Page) {
    }

    if (path === `/api/reimbursements/${reimbursementId}` && request.method() === "GET") {
-      await fulfillJson(route, reimbursementDetail());
+      await fulfillJson(route, reimbursementDetail({
+        reimbursementDate: detailReimbursementDate,
+        description: detailDescription,
+      }));
+      return;
+    }
+
+    if (path === `/api/reimbursements/${reimbursementId}` && request.method() === "PATCH") {
+      const body = request.postDataJSON() as { reimbursementDate?: string; description?: string | null };
+      detailReimbursementDate = body.reimbursementDate ?? detailReimbursementDate;
+      detailDescription = body.description ?? "";
+      await fulfillJson(route, {
+        id: reimbursementId,
+        status: "draft",
+        reimbursementDate: detailReimbursementDate,
+        description: detailDescription || null,
+        totalAmount: "168.30",
+        travelSummary: { purpose: null, location: null, startDate: null, endDate: null },
+      });
      return;
    }

@@ -256,7 +276,25 @@ async function mockApis(page: Page) {
    }

    if (path === `/api/reimbursements/${reimbursementId}/precheck`) {
-      await fulfillJson(route, { decision: "pass", standardChecks: [], riskFlags: [] });
+      await fulfillJson(route, {
+        entityType: "reimbursement",
+        entityId: reimbursementId,
+        decision: "warn",
+        matchedBudgetControlRule: null,
+        budgetHint: null,
+        standardChecks: [],
+        evidenceSummary: {
+          invoiceCount: 0,
+          attachmentCount: 0,
+          items: [{ itemId, linkedInvoiceCount: 0, invoiceState: "unlinked" }],
+        },
+        timelinessChecks: [],
+        assetHint: { required: false, itemCount: 0 },
+        warnings: [],
+        blockingReasons: [],
+        riskFlags: [],
+        nextActions: ["确认提示后可继续提交"],
+      });
      return;
    }

@@ -369,6 +407,26 @@ test.describe("R102 reimbursement main flow", () => {
    await expect(page.getByTestId("reimbursement-invoice-dialog")).toHaveCount(0);
  });

+  test("PC 详情显示权威合计并可编辑报销日期和事由", async ({ page }) => {
+    await page.setViewportSize({ width: 1440, height: 960 });
+    await page.goto(`/reimbursements/${reimbursementId}`);
+
+    await expect(page.getByTestId("reimbursement-summary")).toContainText("报销总额");
+    await expect(page.getByTestId("reimbursement-items-table")).toContainText("共 1 条明细");
+    await expect(page.getByTestId("reimbursement-items-table")).toContainText("报销合计");
+    await expect(page.getByTestId("reimbursement-operational-hints")).toContainText("待关联发票或补充无票说明");
+
+    await page.getByTestId("reimbursement-business-summary").getByRole("button", { name: "编辑", exact: true }).click();
+    const editor = page.getByTestId("reimbursement-header-editor");
+    await editor.getByLabel("报销日期").fill("2026-05-07");
+    await editor.getByLabel("报销事由").fill("办公网络费用");
+    await editor.getByRole("button", { name: "保存", exact: true }).click();
+
+    await expect(page.getByTestId("reimbursement-header-editor")).toHaveCount(0);
+    await expect(page.getByTestId("reimbursement-business-summary")).toContainText("办公网络费用");
+    await expect(page.getByTestId("reimbursement-summary")).toContainText("2026-05-07");
+  });
+
  test("移动报销卡片显示业务编号", async ({ page }) => {
    await page.setViewportSize({ width: 390, height: 844 });
    const listRequest = page.waitForRequest((request) => {
@@ -386,6 +444,10 @@ test.describe("R102 reimbursement main flow", () => {
    await expect(page.getByText(formNumber)).toBeVisible();
    await expect(page.getByText(reimbursementId)).toHaveCount(0);
    await expect(page.locator("table:visible")).toHaveCount(0);
+
+    await page.getByTestId("mobile-reimbursement-card").getByRole("link").click();
+    await expect(page.getByTestId("mobile-reimbursement-items")).toContainText("共 1 条明细");
+    await expect(page.getByTestId("mobile-reimbursement-items")).toContainText("报销合计 ¥168.30");
  });

  test("移动管理员默认查看本人并可切换全部报销", async ({ page }) => {
@@ -402,6 +464,22 @@ test.describe("R102 reimbursement main flow", () => {
    await page.route("**/api/me", async (route) => {
      await fulfillJson(route, adminMe);
    });
+    await page.route(`**/api/reimbursements/${otherReimbursementId}`, async (route) => {
+      if (route.request().method() !== "GET") {
+        await route.fallback();
+        return;
+      }
+      await fulfillJson(route, {
+        ...reimbursementDetail(),
+        id: otherReimbursementId,
+        formNumber: "BX-20260731-0002",
+        status: "reviewing",
+        ownerId: "employee-other-r102",
+        submitterId: "employee-other-r102",
+        owner: { id: "employee-other-r102", employee_no: "E103", name: "其他员工" },
+        submitter: { id: "employee-other-r102", employee_no: "E103", name: "其他员工" },
+      });
+    });
    await page.route((url) => url.pathname === "/api/reimbursements", async (route) => {
      const request = route.request();
      if (request.method() !== "GET") {
@@ -21,6 +21,7 @@
 NODE_ENV=production
 APP_ORIGIN=https://oa.example.com
 APP_TIMEZONE=Asia/Shanghai
+REIMBURSEMENT_MAX_AGE_DAYS=365
 HOST=0.0.0.0
 PORT=3000
 # 宿主机回环端口；容器内仍固定监听 PORT，Caddy 必须指向此端口。
@@ -99,6 +99,7 @@
      "RATE_LIMIT_ENABLED",
      "RATE_LIMIT_LOGIN_MAX",
      "RATE_LIMIT_LOGIN_WINDOW",
+      "REIMBURSEMENT_MAX_AGE_DAYS",
      "S3_BUCKET",
      "S3_ENDPOINT",
      "S3_FORCE_PATH_STYLE",
@@ -157,6 +157,15 @@ R5 公网验收后确认：正式发票/OCR 上传入口只接受 PDF 发票文

 ## PC 与手机体验

+小团队填报与提交规则：
+
+- 普通报销明细金额必须大于 0；差旅或模板可以生成零金额草稿占位，但补齐正金额前不能提交。
+- 报销总额由服务端按明细汇总，PC、手机和打印页只展示该权威总额，不提供手工填写总额。
+- 提交事务必须重新读取全部明细并重算总额，再据此执行预算检查、审批规则选择和工作流快照。
+- 费用日期默认可追溯 365 天，部署时可调整为 180 天；超过期限或跨自然年度只提示员工与财务确认，不自动阻断，也不增加“历史费用补报”标签。
+- 详情显示整单发票数、补充附件数和每条明细的发票关联状态；未逐条关联发票先提示补充关联或无票说明，不取代现有整单票据门禁。
+- `assets` 类明细只触发人工资产登记提醒。报销完成后由管理员核对并手动建卡，系统不因报销提交、审批或付款自动创建资产卡。
+
 PC 端：

 - 适合明细编辑、批量查看、财务复核和台账导出。
@@ -26,6 +26,7 @@ AUTH_CODE_PEPPER="<generate-a-separate-random-secret>"
 # EMAIL_LOGIN_CODE_LOCK_SECONDS="1800"
 # DEV_SHOW_PASSWORD_RESET_CODE="false"
 APP_TIMEZONE="Asia/Shanghai"
+# REIMBURSEMENT_MAX_AGE_DAYS="365" # 仅允许 180 或 365；超期只提示，不自动阻断
 STORAGE_DIR="generated/storage"
 # STORAGE_DRIVER="local"        # local|s3（MinIO/S3 兼容）
 # S3_ENDPOINT=""               # 例如：http://127.0.0.1:9000（MinIO）
@@ -383,6 +383,7 @@ npm run job:ocr-once
 - `JWT_SECRET`: JWT & signed-url token 签名密钥
 - `FIELD_ENCRYPTION_KEY`: 敏感字段加密密钥（AES-256-GCM；base64 32 bytes；用于银行卡/身份证等）
 - `APP_TIMEZONE`: 默认 `Asia/Shanghai`
+- `REIMBURSEMENT_MAX_AGE_DAYS`: 报销费用日期提示期限，默认 `365`，仅允许 `180` 或 `365`；超期和跨自然年度只预警，不自动阻断
 - `STORAGE_DIR`: 默认 `generated/storage`（相对 `server/`）
 - `SERVE_CLIENT_DIST`: 是否由 server 托管 `client/dist`（默认 `false`）
 - `CLIENT_DIST_DIR`: 前端构建产物目录（默认 `../client/dist`，相对 `server/`）
@@ -64,6 +64,14 @@ function getConfig() {
    min: nodeEnv === "production" ? 1 : 0,
    max: nodeEnv === "production" ? 1 : 8,
  });
+  const reimbursementMaxAgeDays = parseBoundedInteger(
+    "REIMBURSEMENT_MAX_AGE_DAYS",
+    process.env.REIMBURSEMENT_MAX_AGE_DAYS ?? 365,
+    { min: 180, max: 365 },
+  );
+  if (![180, 365].includes(reimbursementMaxAgeDays)) {
+    throw new Error("Invalid REIMBURSEMENT_MAX_AGE_DAYS");
+  }

  const passwordResetCodeTtlSeconds = parseBoundedInteger(
    "PASSWORD_RESET_CODE_TTL_SECONDS",
@@ -192,6 +200,7 @@ function getConfig() {
    wecomApprovalCallbackEvidenceFile: process.env.WECOM_APPROVAL_CALLBACK_EVIDENCE_FILE ?? "",

    appTimezone: process.env.APP_TIMEZONE ?? "Asia/Shanghai",
+    reimbursementMaxAgeDays,
    storageDir: path.resolve(serverRoot, storageDir),
    storageDriver: process.env.STORAGE_DRIVER ?? "local",
    s3Endpoint: process.env.S3_ENDPOINT ?? "",
@@ -928,12 +928,12 @@ function parseItemBody(body) {
  }

  const amountNumber = Number(parsed.data.amount);
-  if (!Number.isFinite(amountNumber) || amountNumber < 0) {
+  if (!Number.isFinite(amountNumber) || amountNumber <= 0) {
    throw new AppError({
      code: "VALID_001",
      message: "参数校验失败",
      statusCode: 400,
-      details: { amount: "invalid" },
+      details: { amount: "must_be_positive" },
    });
  }

@@ -3712,12 +3712,12 @@ async function reimbursementRoutes(fastify) {

      if (typeof parsedBody.data.amount === "string") {
        const amountNumber = Number(parsedBody.data.amount);
-        if (!Number.isFinite(amountNumber) || amountNumber < 0) {
+        if (!Number.isFinite(amountNumber) || amountNumber <= 0) {
          throw new AppError({
            code: "VALID_001",
            message: "参数校验失败",
            statusCode: 400,
-            details: { amount: "invalid" },
+            details: { amount: "must_be_positive" },
          });
        }
      }
@@ -3952,6 +3952,36 @@ async function reimbursementRoutes(fastify) {
          });
        }

+        const reimbursementItems = await tx.reimbursementItem.findMany({
+          where: { reimbursement_id: reimbursementId },
+          orderBy: [{ created_at: "asc" }, { id: "asc" }],
+          select: { id: true, amount: true },
+        });
+        if (!reimbursementItems.length) {
+          throw new AppError({
+            code: "VALID_001",
+            message: "参数校验失败",
+            statusCode: 400,
+            details: { items: "at_least_one_required" },
+          });
+        }
+        const invalidAmountItems = reimbursementItems
+          .filter((item) => !Number.isFinite(Number(item.amount)) || Number(item.amount) <= 0)
+          .map((item) => item.id);
+        if (invalidAmountItems.length) {
+          throw new AppError({
+            code: "VALID_001",
+            message: "参数校验失败",
+            statusCode: 400,
+            details: { items: "positive_amount_required", itemIds: invalidAmountItems },
+          });
+        }
+
+        reimbursement.total_amount = await recomputeTotalAmount(
+          tx,
+          reimbursementId,
+          request.employee.id,
+        );
        ensureNonNegativeAmount(reimbursement.total_amount);

        const travelItem = await tx.reimbursementItem.findFirst({
@@ -1,6 +1,7 @@
 const { AppError } = require("../utils/AppError");
 const { resolveApplicableBudgetPoolByContext } = require("./budgetPool");
 const { FEATURE_FLAG_KEYS, evaluateFeatureFlag } = require("./featureFlags");
+const { currentDateString, parseDateOnlyString } = require("../utils/date");
 const {
  buildApprovalWorkflowSnapshot,
  parseWorkflowSteps,
@@ -79,6 +80,130 @@ function buildDisabledPrecheck(entityType, entityId) {
  };
 }

+function dateOnlyDiffDays(laterDate, earlierDate) {
+  return Math.floor(
+    (parseDateOnlyString(laterDate).getTime() - parseDateOnlyString(earlierDate).getTime())
+      / (24 * 60 * 60 * 1000),
+  );
+}
+
+async function buildReimbursementOperationalChecks(tx, { reimbursementId, config }) {
+  const reimbursement = await tx.reimbursementForm.findUnique({
+    where: { id: reimbursementId },
+    select: {
+      id: true,
+      items: {
+        orderBy: [{ created_at: "asc" }, { id: "asc" }],
+        select: {
+          id: true,
+          expense_date: true,
+          expense_type: { select: { category: true } },
+        },
+      },
+    },
+  });
+  if (!reimbursement) {
+    throw buildNotFoundError();
+  }
+
+  const [invoices, attachmentCount] = await Promise.all([
+    tx.invoicePool.findMany({
+      where: { linked_reimbursement_id: reimbursementId, status: "bound" },
+      select: { linked_item_id: true },
+    }),
+    tx.reimbursementAttachment.count({ where: { reimbursement_id: reimbursementId } }),
+  ]);
+  const linkedInvoiceCounts = new Map();
+  for (const invoice of invoices) {
+    if (!invoice.linked_item_id) continue;
+    linkedInvoiceCounts.set(
+      invoice.linked_item_id,
+      (linkedInvoiceCounts.get(invoice.linked_item_id) ?? 0) + 1,
+    );
+  }
+
+  const businessDate = currentDateString(config.appTimezone);
+  const businessYear = businessDate.slice(0, 4);
+  const maxAgeDays = config.reimbursementMaxAgeDays ?? 365;
+  const timelinessChecks = reimbursement.items.map((item) => {
+    const expenseDate = item.expense_date.toISOString().slice(0, 10);
+    const ageDays = dateOnlyDiffDays(businessDate, expenseDate);
+    return {
+      itemId: item.id,
+      expenseDate,
+      ageDays,
+      maxAgeDays,
+      overdue: ageDays > maxAgeDays,
+      crossCalendarYear: expenseDate.slice(0, 4) !== businessYear,
+    };
+  });
+  const evidenceItems = reimbursement.items.map((item) => {
+    const linkedInvoiceCount = linkedInvoiceCounts.get(item.id) ?? 0;
+    return {
+      itemId: item.id,
+      linkedInvoiceCount,
+      invoiceState: linkedInvoiceCount > 0 ? "linked" : "unlinked",
+    };
+  });
+  const assetItemCount = reimbursement.items.filter(
+    (item) => item.expense_type?.category === "assets",
+  ).length;
+  const warnings = [];
+
+  for (const check of timelinessChecks) {
+    if (check.overdue) {
+      warnings.push(buildIssue(
+        `expense_date_overdue_${check.itemId}`,
+        "费用日期超过当前报销期限",
+        `该明细距今 ${check.ageDays} 天，当前期限为 ${check.maxAgeDays} 天，请提交前与财务确认。`,
+      ));
+    }
+    if (check.crossCalendarYear) {
+      warnings.push(buildIssue(
+        `expense_date_cross_year_${check.itemId}`,
+        "费用日期跨自然年度",
+        `该明细发生于 ${check.expenseDate}，请提交前与财务确认年度归属。`,
+      ));
+    }
+  }
+  const unlinkedCount = evidenceItems.filter((item) => item.invoiceState === "unlinked").length;
+  if (unlinkedCount > 0) {
+    warnings.push(buildIssue(
+      "reimbursement_items_without_linked_invoice",
+      "部分明细尚未关联发票",
+      `共有 ${unlinkedCount} 条明细未关联发票；如票据属于整单或无需发票，请在报销说明中写明。`,
+    ));
+  }
+  if (assetItemCount > 0) {
+    warnings.push(buildIssue(
+      "reimbursement_asset_registration_required",
+      "报销完成后需核对资产登记",
+      `共有 ${assetItemCount} 条明细可能形成资产，报销完成后由管理员核对并手动建卡。`,
+    ));
+  }
+
+  return {
+    evidenceSummary: {
+      invoiceCount: invoices.length,
+      attachmentCount,
+      items: evidenceItems,
+    },
+    timelinessChecks,
+    assetHint: { required: assetItemCount > 0, itemCount: assetItemCount },
+    warnings,
+  };
+}
+
+function mergeReimbursementOperationalChecks(precheck, operationalChecks) {
+  return {
+    ...precheck,
+    evidenceSummary: operationalChecks.evidenceSummary,
+    timelinessChecks: operationalChecks.timelinessChecks,
+    assetHint: operationalChecks.assetHint,
+    warnings: [...precheck.warnings, ...operationalChecks.warnings],
+  };
+}
+
 function buildIssue(code, title, detail) {
  return {
    code,
@@ -1029,8 +1154,14 @@ async function resolveEntityPrecheck({
    if (entityType !== "reimbursement") {
      return disabledPrecheck;
    }
-    const standardChecks = await checkExpenseStandards(prisma, { reimbursementId: entityId });
-    return mergeReimbursementPrecheck(disabledPrecheck, standardChecks);
+    const [standardChecks, operationalChecks] = await Promise.all([
+      checkExpenseStandards(prisma, { reimbursementId: entityId }),
+      buildReimbursementOperationalChecks(prisma, { reimbursementId: entityId, config }),
+    ]);
+    return mergeReimbursementPrecheck(
+      mergeReimbursementOperationalChecks(disabledPrecheck, operationalChecks),
+      standardChecks,
+    );
  }

  const precheck = await buildEntityPrecheck(prisma, {
@@ -1044,8 +1175,14 @@ async function resolveEntityPrecheck({
    return precheck;
  }

-  const standardChecks = await checkExpenseStandards(prisma, { reimbursementId: entityId });
-  return mergeReimbursementPrecheck(precheck, standardChecks);
+  const [standardChecks, operationalChecks] = await Promise.all([
+    checkExpenseStandards(prisma, { reimbursementId: entityId }),
+    buildReimbursementOperationalChecks(prisma, { reimbursementId: entityId, config }),
+  ]);
+  return mergeReimbursementPrecheck(
+    mergeReimbursementOperationalChecks(precheck, operationalChecks),
+    standardChecks,
+  );
 }

 module.exports = {
@@ -1062,6 +1199,7 @@ module.exports = {
  createRiskFlagsFromPrecheck,
  buildEntityPrecheck,
  buildReimbursementPrecheck,
+  buildReimbursementOperationalChecks,
  buildPurchaseRequestPrecheck,
  buildTravelRequestPrecheck,
  checkExpenseStandards,
@@ -131,6 +131,27 @@ describe("auth security configuration", () => {
    expect(() => getConfig()).toThrow(`Invalid ${name}`);
  });

+  it.each([
+    [undefined, 365],
+    ["180", 180],
+    ["365", 365],
+  ])("accepts the configured reimbursement age policy", (value, expected) => {
+    stubBaseEnv();
+    vi.stubEnv("REIMBURSEMENT_MAX_AGE_DAYS", value);
+
+    expect(getConfig().reimbursementMaxAgeDays).toBe(expected);
+  });
+
+  it.each(["0", "181", "366", "invalid"])(
+    "rejects unsupported reimbursement age policy %s",
+    (value) => {
+      stubBaseEnv();
+      vi.stubEnv("REIMBURSEMENT_MAX_AGE_DAYS", value);
+
+      expect(() => getConfig()).toThrow("Invalid REIMBURSEMENT_MAX_AGE_DAYS");
+    },
+  );
+
  it("ignores a forged X-Forwarded-For header by default", async () => {
    stubBaseEnv();
    const app = await buildIpProbeApp();
@@ -101,6 +101,12 @@ async function buildApp(options = {}) {
    },
    reimbursementItem: {
      findFirst: vi.fn(async () => (options.travelItem ? { id: "travel-item" } : null)),
+      findMany: vi.fn(async () => options.reimbursementItems ?? [
+        { id: "item-1", amount: reimbursement.total_amount },
+      ]),
+      aggregate: vi.fn(async () => ({
+        _sum: { amount: options.authoritativeTotal ?? reimbursement.total_amount },
+      })),
    },
    budgetLedgerEntry: {
      create: vi.fn(async () => ({ id: "budget-ledger-1" })),
@@ -245,6 +251,52 @@ describe("reimbursements routes expense standard integration", () => {
    await app.close();
  });

+  it("rejects submit when the reimbursement has no items", async () => {
+    const { app, tx } = await buildApp({ reimbursementItems: [] });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode).toBe(400);
+    expect(response.json().error.details).toEqual({ items: "at_least_one_required" });
+    expect(tx.reimbursementForm.update).not.toHaveBeenCalled();
+    await app.close();
+  });
+
+  it("rejects submit and identifies items with non-positive amounts", async () => {
+    const { app, tx } = await buildApp({
+      reimbursementItems: [
+        { id: "item-zero", amount: "0.00" },
+        { id: "item-valid", amount: "20.00" },
+      ],
+    });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode).toBe(400);
+    expect(response.json().error.details).toEqual({
+      items: "positive_amount_required",
+      itemIds: ["item-zero"],
+    });
+    expect(tx.workflowInstance.create).not.toHaveBeenCalled();
+    await app.close();
+  });
+
+  it("recomputes a stale total before selecting the approval rule", async () => {
+    resolveEntityPrecheckMock.mockResolvedValue(buildPrecheck());
+    const { app, tx } = await buildApp({ authoritativeTotal: "320.00" });
+
+    const response = await app.inject({ method: "POST", url: `/api/reimbursements/${REIMBURSEMENT_ID}/submit` });
+
+    expect(response.statusCode).toBe(200);
+    expect(tx.reimbursementForm.update).toHaveBeenCalledWith(expect.objectContaining({
+      data: expect.objectContaining({ total_amount: "320.00" }),
+    }));
+    expect(tx.approvalRule.findFirst).toHaveBeenCalledWith(expect.objectContaining({
+      where: expect.objectContaining({ min_amount: { lte: "320.00" } }),
+    }));
+    await app.close();
+  });
+
  it("returns standardChecks from reimbursement precheck", async () => {
    resolveEntityPrecheckMock.mockResolvedValue(
      buildPrecheck({
@@ -42,7 +42,7 @@ describe("environment recovery classification contract", () => {

  it("classifies every env contract key exactly once", async () => {
    const result = await validate();
-    expect(result.stdout).toContain("环境恢复分类键数: 164");
+    expect(result.stdout).toContain("环境恢复分类键数: 165");
  });

  it("skips tracked paths deleted in the current worktree before reading metadata", async () => {
@@ -0,0 +1,88 @@
+const {
+  buildReimbursementOperationalChecks,
+} = require("../../../src/services/feeControl");
+
+const REIMBURSEMENT_ID = "11111111-1111-4111-8111-111111111111";
+
+function buildTx() {
+  return {
+    reimbursementForm: {
+      findUnique: vi.fn(async () => ({
+        id: REIMBURSEMENT_ID,
+        items: [
+          {
+            id: "item-office",
+            expense_date: new Date("2026-02-05T00:00:00.000Z"),
+            expense_type: { category: "office" },
+          },
+          {
+            id: "item-asset",
+            expense_date: new Date("2025-08-03T00:00:00.000Z"),
+            expense_type: { category: "assets" },
+          },
+        ],
+      })),
+    },
+    invoicePool: {
+      findMany: vi.fn(async () => [
+        { linked_item_id: "item-office" },
+        { linked_item_id: "item-office" },
+        { linked_item_id: null },
+      ]),
+    },
+    reimbursementAttachment: {
+      count: vi.fn(async () => 2),
+    },
+  };
+}
+
+describe("buildReimbursementOperationalChecks", () => {
+  beforeEach(() => {
+    vi.useFakeTimers();
+    vi.setSystemTime(new Date("2026-08-04T04:00:00.000Z"));
+  });
+
+  afterEach(() => {
+    vi.useRealTimers();
+  });
+
+  it("summarizes evidence, timeliness and asset candidates without blocking", async () => {
+    const result = await buildReimbursementOperationalChecks(buildTx(), {
+      reimbursementId: REIMBURSEMENT_ID,
+      config: { appTimezone: "Asia/Shanghai", reimbursementMaxAgeDays: 365 },
+    });
+
+    expect(result.evidenceSummary).toEqual({
+      invoiceCount: 3,
+      attachmentCount: 2,
+      items: [
+        { itemId: "item-office", linkedInvoiceCount: 2, invoiceState: "linked" },
+        { itemId: "item-asset", linkedInvoiceCount: 0, invoiceState: "unlinked" },
+      ],
+    });
+    expect(result.timelinessChecks).toEqual([
+      expect.objectContaining({ itemId: "item-office", ageDays: 180, overdue: false, crossCalendarYear: false }),
+      expect.objectContaining({ itemId: "item-asset", ageDays: 366, overdue: true, crossCalendarYear: true }),
+    ]);
+    expect(result.assetHint).toEqual({ required: true, itemCount: 1 });
+    expect(result.warnings.map((item) => item.code)).toEqual(expect.arrayContaining([
+      "expense_date_overdue_item-asset",
+      "expense_date_cross_year_item-asset",
+      "reimbursement_items_without_linked_invoice",
+      "reimbursement_asset_registration_required",
+    ]));
+  });
+
+  it("uses the 180-day policy and keeps the boundary day eligible", async () => {
+    const result = await buildReimbursementOperationalChecks(buildTx(), {
+      reimbursementId: REIMBURSEMENT_ID,
+      config: { appTimezone: "Asia/Shanghai", reimbursementMaxAgeDays: 180 },
+    });
+
+    expect(result.timelinessChecks[0]).toEqual(expect.objectContaining({
+      ageDays: 180,
+      maxAgeDays: 180,
+      overdue: false,
+    }));
+  });
+});
				`@@ -0,0 +1 @@`
				{"_example": "Fill with {\"file\": \"<path>\", \"reason\": \"<why>\"}. Put spec/research files only — no code paths. Run `python3 .trellis/scripts/get_context.py --mode packages` to list available specs. Delete this line once real entries are added."}