R57 A1-A6：报销模板与差旅申请关联

client/src/api/reimbursementTemplates.ts

@@ -0,0 +1,86 @@
+import { apiRequestData } from "./http";
+
+export type ReimbursementTemplateItem = {
+  expenseTypeId: string;
+  description: string;
+  defaultAmount?: string;
+};
+
+export type ReimbursementTemplate = {
+  id: string;
+  name: string;
+  description: string | null;
+  items: ReimbursementTemplateItem[];
+  sortOrder: number;
+  enabled: boolean;
+  createdAt: string | null;
+  updatedAt: string | null;
+};
+
+export type ReimbursementTemplateListResponse = {
+  enabled: boolean | null;
+  items: ReimbursementTemplate[];
+};
+
+export type ReimbursementTemplateListQuery = {
+  enabled?: boolean;
+};
+
+export type CreateReimbursementTemplatePayload = {
+  name: string;
+  description?: string | null;
+  items?: ReimbursementTemplateItem[];
+  sortOrder?: number;
+  enabled?: boolean;
+};
+
+export type UpdateReimbursementTemplatePayload = {
+  name?: string;
+  description?: string | null;
+  items?: ReimbursementTemplateItem[];
+  sortOrder?: number;
+  enabled?: boolean;
+};
+
+function toQueryString(query: Record<string, string | number | boolean | undefined>) {
+  const params = new URLSearchParams();
+
+  for (const [key, value] of Object.entries(query)) {
+    if (value == null || value === "") {
+      continue;
+    }
+    params.set(key, String(value));
+  }
+
+  const encoded = params.toString();
+  return encoded ? `?${encoded}` : "";
+}
+
+export async function fetchReimbursementTemplates(query: ReimbursementTemplateListQuery = {}) {
+  return apiRequestData<ReimbursementTemplateListResponse>(
+    `/api/reimbursement-templates${toQueryString(query as Record<string, string | number | boolean | undefined>)}`,
+  );
+}
+
+export async function createReimbursementTemplate(payload: CreateReimbursementTemplatePayload) {
+  return apiRequestData<ReimbursementTemplate>("/api/reimbursement-templates", {
+    method: "POST",
+    body: JSON.stringify(payload),
+  });
+}
+
+export async function updateReimbursementTemplate(
+  templateId: string,
+  payload: UpdateReimbursementTemplatePayload,
+) {
+  return apiRequestData<ReimbursementTemplate>(`/api/reimbursement-templates/${templateId}`, {
+    method: "PATCH",
+    body: JSON.stringify(payload),
+  });
+}
+
+export async function deleteReimbursementTemplate(templateId: string) {
+  return apiRequestData<ReimbursementTemplate>(`/api/reimbursement-templates/${templateId}`, {
+    method: "DELETE",
+  });
+}

client/src/api/reimbursements.ts

@@ -24,6 +24,15 @@ export type ReimbursementItem = {
   } | null;
 };
 
+export type LinkedTravelRequestSummary = {
+  id: string;
+  requestNo: string | null;
+  purpose: string | null;
+  startDate: string | null;
+  endDate: string | null;
+  estimatedAmount: string;
+};
+
 export type ReimbursementListItem = {
   id: string;
   formNumber: string | null;
@@ -113,6 +122,8 @@ export type ReimbursementDetail = {
   totalAmount: string | null;
   description: string | null;
   projectId: string | null;
+  linkedTravelRequestId: string | null;
+  linkedTravelRequest: LinkedTravelRequestSummary | null;
   project: {
     id: string;
     projectNo: string;
@@ -207,6 +218,48 @@ export type ReimbursementPayPayload = {
   paymentChannel?: "bank" | "alipay" | "wechat" | "cash" | "other";
 };
 
+export type ReimbursementCreatePayload = {
+  ownerEmployeeId?: string;
+  reimbursementDate?: string;
+  description?: string;
+  templateId?: string;
+  linkedTravelRequestId?: string;
+};
+
+export type ReimbursementCreateResponse = {
+  id: string;
+  formNumber: string | null;
+  submitterId: string;
+  ownerId: string;
+  reimbursementDate: string | null;
+  status: ReimbursementStatus;
+  description: string | null;
+  projectId: string | null;
+  project: {
+    id: string;
+    projectNo: string;
+    name: string;
+  } | null;
+  totalAmount: string;
+  linkedTravelRequestId: string | null;
+  linkedTravelRequest: LinkedTravelRequestSummary | null;
+  items: ReimbursementItem[];
+};
+
+export type LinkableTravelRequestSummary = {
+  id: string;
+  requestNo: string | null;
+  purpose: string;
+  startDate: string | null;
+  endDate: string | null;
+  estimatedAmount: string;
+};
+
+export type LinkableTravelRequestListResponse = {
+  ownerEmployeeId: string;
+  items: LinkableTravelRequestSummary[];
+};
+
 export type ReimbursementItemPayload = {
   expenseTypeId: string;
   expenseDate: string;
@@ -301,17 +354,19 @@ export async function fetchReimbursementDetail(reimbursementId: string) {
   return apiRequestData<ReimbursementDetail>(`/api/reimbursements/${reimbursementId}`);
 }
 
-export async function createReimbursement(payload: {
+export async function createReimbursement(payload: ReimbursementCreatePayload = {}) {
-  ownerEmployeeId?: string;
+  return apiRequestData<ReimbursementCreateResponse>(`/api/reimbursements`, {
-  reimbursementDate?: string;
-  description?: string;
-} = {}) {
-  return apiRequestData<{ id: string }>(`/api/reimbursements`, {
     method: "POST",
     body: JSON.stringify(payload),
   });
 }
 
+export async function fetchLinkableTravelRequests(query: { ownerEmployeeId?: string } = {}) {
+  return apiRequestData<LinkableTravelRequestListResponse>(
+    `/api/reimbursements/linkable-travel-requests${toQueryString(query as Record<string, string | number | undefined>)}`,
+  );
+}
+
 export async function precheckReimbursement(reimbursementId: string) {
   return apiRequestData<PrecheckResponse>(`/api/reimbursements/${reimbursementId}/precheck`, {
     method: "POST",

client/src/pages/ReimbursementDetailPage.tsx

@@ -503,6 +503,43 @@ export function ReimbursementDetailPage() {
                 <div>说明：{detail.description || "-"}</div>
               </div>
 
+              {detail.linkedTravelRequest ? (
+                <div className="rounded-lg border border-sky-200 bg-sky-50/70 p-4 text-sm">
+                  <div className="flex items-start justify-between gap-3">
+                    <div>
+                      <h4 className="text-base font-semibold text-zinc-900">
+                        关联差旅申请：{detail.linkedTravelRequest.requestNo ?? detail.linkedTravelRequest.id}
+                      </h4>
+                      <p className="mt-1 text-zinc-600">{detail.linkedTravelRequest.purpose || "未填写出差目的"}</p>
+                    </div>
+                    <Link
+                      to={`/travel-requests?tab=requests&id=${detail.linkedTravelRequest.id}`}
+                      className="text-sm text-primary hover:underline"
+                    >
+                      查看申请
+                    </Link>
+                  </div>
+                  <div className="mt-3 grid gap-3 md:grid-cols-3">
+                    <div className="rounded-lg border border-white/80 bg-white/80 px-3 py-2">
+                      <div className="text-xs text-zinc-500">日期范围</div>
+                      <div className="mt-1 font-medium text-zinc-900">
+                        {detail.linkedTravelRequest.startDate ?? "-"} 至 {detail.linkedTravelRequest.endDate ?? "-"}
+                      </div>
+                    </div>
+                    <div className="rounded-lg border border-white/80 bg-white/80 px-3 py-2">
+                      <div className="text-xs text-zinc-500">预估金额</div>
+                      <div className="mt-1 font-medium text-zinc-900">¥{detail.linkedTravelRequest.estimatedAmount}</div>
+                    </div>
+                    <div className="rounded-lg border border-white/80 bg-white/80 px-3 py-2">
+                      <div className="text-xs text-zinc-500">申请编号</div>
+                      <div className="mt-1 font-medium text-zinc-900">
+                        {detail.linkedTravelRequest.requestNo ?? detail.linkedTravelRequest.id}
+                      </div>
+                    </div>
+                  </div>
+                </div>
+              ) : null}
+
               <div className="rounded-lg border border-zinc-200 p-4 text-sm">
                 <div className="flex items-center justify-between gap-3">
                   <div>

client/src/pages/ReimbursementTemplatesPage.tsx

@@ -0,0 +1,513 @@
+import { useEffect, useMemo, useState } from "react";
+import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import { toast } from "sonner";
+import { mapApiErrorMessage } from "../api/errorMessages";
+import { fetchExpenseTypes } from "../api/expenseTypes";
+import {
+  createReimbursementTemplate,
+  deleteReimbursementTemplate,
+  fetchReimbursementTemplates,
+  updateReimbursementTemplate,
+  type ReimbursementTemplate,
+  type ReimbursementTemplateItem,
+} from "../api/reimbursementTemplates";
+import { isApiError } from "../api/types";
+import { ConfirmDialog } from "../components/common/ConfirmDialog";
+import { PageHeader } from "../components/common/PageHeader";
+import { Button } from "../components/ui/button";
+import { Dialog, DialogContent, DialogDescription, DialogFooter, DialogHeader, DialogTitle } from "../components/ui/dialog";
+import { Input } from "../components/ui/input";
+import { Label } from "../components/ui/label";
+import { Textarea } from "../components/ui/textarea";
+
+type FilterEnabled = "all" | "enabled" | "disabled";
+
+type FormState = {
+  name: string;
+  description: string;
+  sortOrder: string;
+  enabled: boolean;
+  items: Array<{
+    expenseTypeId: string;
+    description: string;
+    defaultAmount: string;
+  }>;
+};
+
+function resolveErrorMessage(error: unknown) {
+  if (isApiError(error)) {
+    return `${error.code}: ${mapApiErrorMessage(error.code, error.details, error.message)}`;
+  }
+  if (error instanceof Error) {
+    return error.message;
+  }
+  return "请求失败，请稍后重试";
+}
+
+function emptyForm(expenseTypeId = ""): FormState {
+  return {
+    name: "",
+    description: "",
+    sortOrder: "0",
+    enabled: true,
+    items: [
+      {
+        expenseTypeId,
+        description: "",
+        defaultAmount: "",
+      },
+    ],
+  };
+}
+
+function toForm(item: ReimbursementTemplate): FormState {
+  return {
+    name: item.name,
+    description: item.description ?? "",
+    sortOrder: String(item.sortOrder),
+    enabled: item.enabled,
+    items: item.items.length
+      ? item.items.map((entry) => ({
+          expenseTypeId: entry.expenseTypeId,
+          description: entry.description,
+          defaultAmount: entry.defaultAmount ?? "",
+        }))
+      : [
+          {
+            expenseTypeId: "",
+            description: "",
+            defaultAmount: "",
+          },
+        ],
+  };
+}
+
+export function ReimbursementTemplatesPage() {
+  const queryClient = useQueryClient();
+  const [enabledFilter, setEnabledFilter] = useState<FilterEnabled>("all");
+  const [dialogOpen, setDialogOpen] = useState(false);
+  const [editingItem, setEditingItem] = useState<ReimbursementTemplate | null>(null);
+  const [form, setForm] = useState<FormState>(emptyForm());
+  const [confirmDelete, setConfirmDelete] = useState<ReimbursementTemplate | null>(null);
+  const [error, setError] = useState("");
+
+  const templatesQuery = useQuery({
+    queryKey: ["reimbursement-templates", enabledFilter],
+    queryFn: () =>
+      fetchReimbursementTemplates({
+        enabled:
+          enabledFilter === "all"
+            ? undefined
+            : enabledFilter === "enabled",
+      }),
+  });
+
+  const expenseTypesQuery = useQuery({
+    queryKey: ["expense-types", "reimbursement-templates"],
+    queryFn: () => fetchExpenseTypes({ enabled: true }),
+  });
+
+  useEffect(() => {
+    if (!dialogOpen) {
+      return;
+    }
+
+    if (editingItem) {
+      setForm(toForm(editingItem));
+      return;
+    }
+
+    const fallbackExpenseTypeId = expenseTypesQuery.data?.items?.[0]?.id ?? "";
+    setForm(emptyForm(fallbackExpenseTypeId));
+  }, [dialogOpen, editingItem, expenseTypesQuery.data?.items]);
+
+  const expenseTypeMap = useMemo(() => {
+    return new Map((expenseTypesQuery.data?.items ?? []).map((item) => [item.id, item]));
+  }, [expenseTypesQuery.data?.items]);
+
+  const saveMutation = useMutation({
+    mutationFn: async () => {
+      const items: ReimbursementTemplateItem[] = form.items
+        .filter((item) => item.expenseTypeId.trim() || item.description.trim() || item.defaultAmount.trim())
+        .map((item) => ({
+          expenseTypeId: item.expenseTypeId,
+          description: item.description.trim(),
+          ...(item.defaultAmount.trim() ? { defaultAmount: item.defaultAmount.trim() } : {}),
+        }));
+
+      const payload = {
+        name: form.name.trim(),
+        description: form.description.trim() || null,
+        sortOrder: Number(form.sortOrder || 0),
+        enabled: form.enabled,
+        items,
+      };
+
+      if (editingItem) {
+        return updateReimbursementTemplate(editingItem.id, payload);
+      }
+
+      return createReimbursementTemplate(payload);
+    },
+    onSuccess: async () => {
+      await queryClient.invalidateQueries({ queryKey: ["reimbursement-templates"] });
+      setDialogOpen(false);
+      setEditingItem(null);
+      setError("");
+      toast.success(editingItem ? "模板已更新" : "模板已创建");
+    },
+    onError: (mutationError) => {
+      const message = resolveErrorMessage(mutationError);
+      setError(message);
+      toast.error(message);
+    },
+  });
+
+  const deleteMutation = useMutation({
+    mutationFn: (templateId: string) => deleteReimbursementTemplate(templateId),
+    onSuccess: async () => {
+      await queryClient.invalidateQueries({ queryKey: ["reimbursement-templates"] });
+      setConfirmDelete(null);
+      setError("");
+      toast.success("模板已停用");
+    },
+    onError: (mutationError) => {
+      const message = resolveErrorMessage(mutationError);
+      setError(message);
+      toast.error(message);
+    },
+  });
+
+  const templates = templatesQuery.data?.items ?? [];
+  const canSubmit =
+    form.name.trim().length > 0 &&
+    form.items.some((item) => item.expenseTypeId.trim() && item.description.trim());
+
+  return (
+    <div className="space-y-6">
+      <PageHeader
+        title="报销模板管理"
+        subtitle="维护常见报销场景的预设明细，缩短员工建单时间。"
+        actions={(
+          <Button
+            type="button"
+            onClick={() => {
+              setEditingItem(null);
+              setDialogOpen(true);
+            }}
+          >
+            新增模板
+          </Button>
+        )}
+      />
+
+      {error ? (
+        <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">{error}</p>
+      ) : null}
+
+      <div className="card-std space-y-4 p-6">
+        <div className="grid gap-3 md:max-w-xs">
+          <div className="space-y-1">
+            <Label htmlFor="reimbursement-template-enabled-filter">启用状态</Label>
+            <select
+              id="reimbursement-template-enabled-filter"
+              className="select-std"
+              value={enabledFilter}
+              onChange={(event) => setEnabledFilter(event.target.value as FilterEnabled)}
+            >
+              <option value="all">全部</option>
+              <option value="enabled">启用</option>
+              <option value="disabled">停用</option>
+            </select>
+          </div>
+        </div>
+      </div>
+
+      {templatesQuery.isLoading ? (
+        <div className="grid gap-4 md:grid-cols-2">
+          {Array.from({ length: 4 }).map((_, index) => (
+            <div key={index} className="card-std h-56 animate-pulse bg-zinc-100" />
+          ))}
+        </div>
+      ) : null}
+
+      {templatesQuery.isError ? (
+        <p className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+          {resolveErrorMessage(templatesQuery.error)}
+        </p>
+      ) : null}
+
+      {!templatesQuery.isLoading && !templatesQuery.isError ? (
+        templates.length ? (
+          <div className="grid gap-4 md:grid-cols-2">
+            {templates.map((item) => (
+              <article key={item.id} className="card-std flex h-full flex-col gap-4 p-6">
+                <div className="flex items-start justify-between gap-3">
+                  <div>
+                    <h3 className="text-lg font-semibold text-zinc-900">{item.name}</h3>
+                    <p className="mt-1 text-sm text-zinc-600">{item.description || "未填写模板说明"}</p>
+                  </div>
+                  <span
+                    className={`rounded-full px-3 py-1 text-xs font-medium ${
+                      item.enabled
+                        ? "bg-emerald-50 text-emerald-700"
+                        : "bg-zinc-100 text-zinc-600"
+                    }`}
+                  >
+                    {item.enabled ? "启用" : "停用"}
+                  </span>
+                </div>
+
+                <div className="space-y-2">
+                  <div className="text-xs uppercase tracking-[0.2em] text-zinc-400">预设明细</div>
+                  <div className="space-y-2">
+                    {item.items.length ? (
+                      item.items.map((entry, index) => (
+                        <div key={`${item.id}-${index}`} className="rounded-xl border border-zinc-200 px-4 py-3 text-sm">
+                          <div className="font-medium text-zinc-900">
+                            {expenseTypeMap.get(entry.expenseTypeId)?.name ?? entry.expenseTypeId}
+                          </div>
+                          <div className="mt-1 text-zinc-600">{entry.description}</div>
+                          <div className="mt-2 text-xs text-zinc-500">
+                            默认金额：{entry.defaultAmount ? `¥${entry.defaultAmount}` : "未预填"}
+                          </div>
+                        </div>
+                      ))
+                    ) : (
+                      <div className="rounded-xl border border-dashed border-zinc-200 px-4 py-6 text-sm text-zinc-500">
+                        该模板暂未配置预设明细。
+                      </div>
+                    )}
+                  </div>
+                </div>
+
+                <div className="mt-auto flex items-center justify-between gap-3 text-sm text-zinc-500">
+                  <span>排序：{item.sortOrder}</span>
+                  <div className="flex gap-2">
+                    <Button
+                      type="button"
+                      variant="secondary"
+                      onClick={() => {
+                        setEditingItem(item);
+                        setDialogOpen(true);
+                      }}
+                    >
+                      编辑
+                    </Button>
+                    <Button type="button" variant="secondary" onClick={() => setConfirmDelete(item)}>
+                      删除
+                    </Button>
+                  </div>
+                </div>
+              </article>
+            ))}
+          </div>
+        ) : (
+          <div className="card-std px-6 py-10 text-sm text-zinc-500">当前筛选下暂无模板。</div>
+        )
+      ) : null}
+
+      <Dialog
+        open={dialogOpen}
+        onOpenChange={(open) => {
+          setDialogOpen(open);
+          if (!open) {
+            setEditingItem(null);
+            setError("");
+          }
+        }}
+      >
+        <DialogContent className="max-w-4xl">
+          <DialogHeader>
+            <DialogTitle>{editingItem ? "编辑报销模板" : "新增报销模板"}</DialogTitle>
+            <DialogDescription>模板明细会在创建报销时自动生成对应报销项。</DialogDescription>
+          </DialogHeader>
+
+          <div className="space-y-4">
+            <div className="grid gap-4 md:grid-cols-2">
+              <div className="space-y-1">
+                <Label htmlFor="reimbursement-template-name">模板名称</Label>
+                <Input
+                  id="reimbursement-template-name"
+                  value={form.name}
+                  onChange={(event) => setForm((current) => ({ ...current, name: event.target.value }))}
+                  placeholder="例如：国内差旅报销"
+                />
+              </div>
+
+              <div className="space-y-1">
+                <Label htmlFor="reimbursement-template-sort-order">排序</Label>
+                <Input
+                  id="reimbursement-template-sort-order"
+                  type="number"
+                  value={form.sortOrder}
+                  onChange={(event) => setForm((current) => ({ ...current, sortOrder: event.target.value }))}
+                />
+              </div>
+            </div>
+
+            <div className="space-y-1">
+              <Label htmlFor="reimbursement-template-description">模板说明</Label>
+              <Textarea
+                id="reimbursement-template-description"
+                rows={2}
+                value={form.description}
+                onChange={(event) => setForm((current) => ({ ...current, description: event.target.value }))}
+                placeholder="描述适用场景或填单注意事项"
+              />
+            </div>
+
+            <label className="flex items-center gap-2 text-sm text-zinc-700">
+              <input
+                type="checkbox"
+                checked={form.enabled}
+                onChange={(event) => setForm((current) => ({ ...current, enabled: event.target.checked }))}
+              />
+              启用该模板
+            </label>
+
+            <div className="space-y-3 rounded-2xl border border-zinc-200 p-4">
+              <div className="flex items-center justify-between gap-3">
+                <div>
+                  <h4 className="text-base font-semibold text-zinc-900">预设明细</h4>
+                  <p className="text-xs text-zinc-500">费用类型与说明必填，默认金额可选并按字符串原样提交。</p>
+                </div>
+                <Button
+                  type="button"
+                  variant="secondary"
+                  onClick={() =>
+                    setForm((current) => ({
+                      ...current,
+                      items: [
+                        ...current.items,
+                        {
+                          expenseTypeId: expenseTypesQuery.data?.items?.[0]?.id ?? "",
+                          description: "",
+                          defaultAmount: "",
+                        },
+                      ],
+                    }))
+                  }
+                >
+                  添加明细
+                </Button>
+              </div>
+
+              <div className="space-y-3">
+                {form.items.map((item, index) => (
+                  <div key={index} className="grid gap-3 rounded-xl border border-zinc-200 p-4 md:grid-cols-[1.4fr_1.8fr_1fr_auto]">
+                    <div className="space-y-1">
+                      <Label>费用类型</Label>
+                      <select
+                        className="select-std"
+                        value={item.expenseTypeId}
+                        onChange={(event) =>
+                          setForm((current) => ({
+                            ...current,
+                            items: current.items.map((entry, entryIndex) =>
+                              entryIndex === index
+                                ? { ...entry, expenseTypeId: event.target.value }
+                                : entry,
+                            ),
+                          }))
+                        }
+                      >
+                        <option value="">请选择费用类型</option>
+                        {(expenseTypesQuery.data?.items ?? []).map((expenseType) => (
+                          <option key={expenseType.id} value={expenseType.id}>
+                            {expenseType.name}
+                          </option>
+                        ))}
+                      </select>
+                    </div>
+
+                    <div className="space-y-1">
+                      <Label>说明</Label>
+                      <Input
+                        value={item.description}
+                        onChange={(event) =>
+                          setForm((current) => ({
+                            ...current,
+                            items: current.items.map((entry, entryIndex) =>
+                              entryIndex === index
+                                ? { ...entry, description: event.target.value }
+                                : entry,
+                            ),
+                          }))
+                        }
+                        placeholder="例如：出差往返交通"
+                      />
+                    </div>
+
+                    <div className="space-y-1">
+                      <Label>默认金额</Label>
+                      <Input
+                        value={item.defaultAmount}
+                        onChange={(event) =>
+                          setForm((current) => ({
+                            ...current,
+                            items: current.items.map((entry, entryIndex) =>
+                              entryIndex === index
+                                ? { ...entry, defaultAmount: event.target.value }
+                                : entry,
+                            ),
+                          }))
+                        }
+                        placeholder="可选，例 100.00"
+                      />
+                    </div>
+
+                    <div className="flex items-end">
+                      <Button
+                        type="button"
+                        variant="secondary"
+                        disabled={form.items.length <= 1}
+                        onClick={() =>
+                          setForm((current) => ({
+                            ...current,
+                            items: current.items.filter((_, entryIndex) => entryIndex !== index),
+                          }))
+                        }
+                      >
+                        删除
+                      </Button>
+                    </div>
+                  </div>
+                ))}
+              </div>
+            </div>
+          </div>
+
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => setDialogOpen(false)}>
+              取消
+            </Button>
+            <Button type="button" disabled={!canSubmit || saveMutation.isPending} onClick={() => saveMutation.mutate()}>
+              {saveMutation.isPending ? "保存中..." : editingItem ? "保存修改" : "创建模板"}
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+
+      <ConfirmDialog
+        open={Boolean(confirmDelete)}
+        onOpenChange={(open) => {
+          if (!open) {
+            setConfirmDelete(null);
+          }
+        }}
+        title="确认删除该报销模板？"
+        description={confirmDelete ? `删除后会将“${confirmDelete.name}”停用，历史记录仍然保留。` : undefined}
+        confirmLabel="删除"
+        variant="destructive"
+        onConfirm={async () => {
+          if (confirmDelete) {
+            await deleteMutation.mutateAsync(confirmDelete.id);
+          }
+        }}
+      />
+    </div>
+  );
+}
+
+export default ReimbursementTemplatesPage;

client/src/pages/ReimbursementsPage.tsx

@@ -1,11 +1,18 @@
 import { useEffect, useMemo, useState } from "react";
-import { Link, useSearchParams } from "react-router-dom";
+import { Link, useNavigate, useSearchParams } from "react-router-dom";
 import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
 import { isApiError } from "../api/types";
 import { mapApiErrorMessage } from "../api/errorMessages";
 import { fetchMyDelegations } from "../api/delegations";
 import { exportReimbursements } from "../api/exports";
-import { createReimbursement, fetchReimbursements, type ReimbursementStatus } from "../api/reimbursements";
+import { fetchReimbursementTemplates } from "../api/reimbursementTemplates";
+import {
+  createReimbursement,
+  fetchLinkableTravelRequests,
+  fetchReimbursements,
+  type ReimbursementCreatePayload,
+  type ReimbursementStatus,
+} from "../api/reimbursements";
 import {
   batchApproveWorkflowTasks,
   batchRejectWorkflowTasks,
@@ -30,7 +37,13 @@ import {
   DialogHeader,
   DialogTitle,
 } from "../components/ui/dialog";
-import { DropdownMenu, DropdownMenuContent, DropdownMenuItem, DropdownMenuTrigger } from "../components/ui/dropdown-menu";
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuSeparator,
+  DropdownMenuTrigger,
+} from "../components/ui/dropdown-menu";
 import { Tabs, TabsList, TabsTrigger } from "../components/ui/tabs";
 import { Textarea } from "../components/ui/textarea";
 
@@ -78,6 +91,7 @@ function formatBatchOutcome(action: BatchAction, outcome: string) {
 
 export function ReimbursementsPage() {
   const [searchParams, setSearchParams] = useSearchParams();
+  const navigate = useNavigate();
   const { permissions, me } = useAuth();
   const queryClient = useQueryClient();
   const [exportError, setExportError] = useState("");
@@ -92,6 +106,7 @@ export function ReimbursementsPage() {
   const status = (searchParams.get("status") as ReimbursementStatus | null) ?? "draft";
   const page = Number(searchParams.get("page") ?? "1") || 1;
   const scope = (searchParams.get("scope") as "own" | "all" | null) ?? "own";
+  const canCreateExpense = hasPermission(permissions, "expense.create");
   const canViewAll = hasPermission(permissions, "expense.view_all");
   const canApproveExpense = hasPermission(permissions, "expense.approve");
   const canProxySubmit = hasPermission(permissions, "expense.proxy_submit");
@@ -109,6 +124,21 @@ export function ReimbursementsPage() {
     queryFn: () => fetchMyDelegations("active"),
   });
 
+  const templateOptionsQuery = useQuery({
+    enabled: canCreateExpense,
+    queryKey: ["reimbursement-templates", "enabled", "create-menu"],
+    queryFn: () => fetchReimbursementTemplates({ enabled: true }),
+  });
+
+  const linkableTravelRequestsQuery = useQuery({
+    enabled: canCreateExpense,
+    queryKey: ["reimbursements", "linkable-travel-requests", proxyOwnerEmployeeId || me?.id || "self"],
+    queryFn: () =>
+      fetchLinkableTravelRequests({
+        ownerEmployeeId: proxyOwnerEmployeeId || undefined,
+      }),
+  });
+
   const items = listQuery.data?.items ?? [];
   const stats = useMemo(() => {
     return items.reduce(
@@ -123,6 +153,9 @@ export function ReimbursementsPage() {
     );
   }, [items]);
 
+  const templateOptions = templateOptionsQuery.data?.items ?? [];
+  const linkableTravelRequests = linkableTravelRequestsQuery.data?.items ?? [];
+
   const actionableItems = useMemo(
     () =>
       items.filter(
@@ -151,13 +184,17 @@ export function ReimbursementsPage() {
   }, [actionableIdSet, canShowBatchEntry]);
 
   const createMutation = useMutation({
-    mutationFn: () =>
+    mutationFn: (payload: ReimbursementCreatePayload) => createReimbursement(payload),
-      createReimbursement({
+    onSuccess: async (response, payload) => {
-        ownerEmployeeId: proxyOwnerEmployeeId || undefined,
-      }),
-    onSuccess: async () => {
       await queryClient.invalidateQueries({ queryKey: ["reimbursements"] });
-      toast.success("报销单已创建");
+      if (payload.linkedTravelRequestId) {
+        toast.success("已按差旅申请创建报销单");
+      } else if (payload.templateId) {
+        toast.success("已按模板创建报销单");
+      } else {
+        toast.success("报销单已创建");
+      }
+      navigate(`/reimbursements/${response.id}`);
     },
     onError: (error) => {
       toast.error(resolveErrorMessage(error, "创建报销单失败"));
@@ -293,6 +330,13 @@ export function ReimbursementsPage() {
     });
   }
 
+  function startCreateReimbursement(payload: Omit<ReimbursementCreatePayload, "ownerEmployeeId"> = {}) {
+    createMutation.mutate({
+      ownerEmployeeId: proxyOwnerEmployeeId || undefined,
+      ...payload,
+    });
+  }
+
   return (
     <ListWorkspace>
       <PageHeader
@@ -324,14 +368,62 @@ export function ReimbursementsPage() {
               </Button>
             ) : null}
 
-            <Button
+            {canCreateExpense ? (
-              data-testid="reimbursements-create"
+              <DropdownMenu>
-              disabled={createMutation.isPending}
+                <DropdownMenuTrigger asChild>
-              onClick={() => createMutation.mutate()}
+                  <Button
-              type="button"
+                    data-testid="reimbursements-create"
-            >
+                    disabled={createMutation.isPending}
-              {createMutation.isPending ? "创建中..." : "新建报销"}
+                    type="button"
-            </Button>
+                  >
+                    {createMutation.isPending ? "创建中..." : "新建报销"}
+                  </Button>
+                </DropdownMenuTrigger>
+                <DropdownMenuContent align="end" className="w-80">
+                  <DropdownMenuItem onSelect={() => startCreateReimbursement()}>
+                    空白报销
+                  </DropdownMenuItem>
+                  <DropdownMenuSeparator />
+
+                  <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.map((template) => (
+                      <DropdownMenuItem
+                        key={template.id}
+                        onSelect={() => startCreateReimbursement({ templateId: template.id })}
+                      >
+                        {template.name}
+                      </DropdownMenuItem>
+                    ))
+                  ) : (
+                    <DropdownMenuItem disabled>暂无可用模板</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.map((travelRequest) => (
+                      <DropdownMenuItem
+                        key={travelRequest.id}
+                        onSelect={() => startCreateReimbursement({ linkedTravelRequestId: travelRequest.id })}
+                      >
+                        {travelRequest.requestNo ?? travelRequest.id} · {travelRequest.purpose}
+                      </DropdownMenuItem>
+                    ))
+                  ) : (
+                    <DropdownMenuItem disabled>暂无可关联的差旅申请</DropdownMenuItem>
+                  )}
+                </DropdownMenuContent>
+              </DropdownMenu>
+            ) : null}
 
             <DropdownMenu>
               <DropdownMenuTrigger asChild>
@@ -374,6 +466,18 @@ 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}

client/src/pages/SystemSettingsPage.tsx

@@ -6,6 +6,7 @@ const ITEMS = [
   { to: "/people", title: "人员管理", description: "处理入职、转正、调岗、离职与档案。" },
   { to: "/system/approval-rules", title: "审批规则", description: "维护仍在使用的简单审批链与规则。" },
   { to: "/system/expense-standards", title: "费用标准", description: "维护报销费用类型上限与 warn/block 管控模式。" },
+  { to: "/system/reimbursement-templates", title: "报销模板", description: "维护差旅费、招待费、办公用品等常见报销模板。" },
   { to: "/system/master-data", title: "主数据", description: "维护费用、法体、成本中心等主数据。" },
   { to: "/system/notification-channels", title: "通知渠道", description: "继续保留 IM/邮件等补充通知渠道。" },
   { to: "/system/integrations/erp", title: "外部系统桥接", description: "查看财务与外部系统桥接能力及出入口。" },

client/src/router/index.tsx

@@ -51,6 +51,7 @@ import {
   PurchaseRequestsPage,
   ReimbursementDetailPage,
   ReimbursementDashboardPage,
+  ReimbursementTemplatesPage,
   ReimbursementsPage,
   TravelRequestsPage,
   UserManagementPage,
@@ -158,6 +159,15 @@ export function AppRouter() {
           }
         />
 
+        <Route
+          path="system/reimbursement-templates"
+          element={
+            <RequirePermission anyOf={["system.settings"]}>
+              {withRouteFallback(<ReimbursementTemplatesPage />)}
+            </RequirePermission>
+          }
+        />
+
         <Route
           path="reimbursements/:reimbursementId"
           element={

client/src/router/lazy/ReimbursementTemplatesPage.ts

@@ -0,0 +1 @@
+export { ReimbursementTemplatesPage as default } from "../../pages/ReimbursementTemplatesPage";

client/src/router/lazy/index.ts

@@ -43,6 +43,7 @@ export const PurchaseRequestsPage = lazy(() => import("./PurchaseRequestsPage"))
 export const ReimbursementDetailPage = lazy(() => import("./ReimbursementDetailPage"));
 export const ReimbursementDashboardPage = lazy(() => import("./ReimbursementDashboardPage"));
 export const ReimbursementsPage = lazy(() => import("./ReimbursementsPage"));
+export const ReimbursementTemplatesPage = lazy(() => import("./ReimbursementTemplatesPage"));
 export const TravelRequestsPage = lazy(() => import("./TravelRequestsPage"));
 export const UserManagementPage = lazy(() => import("./UserManagementPage"));
 export const WorkflowDefinitionsPage = lazy(() => import("./WorkflowDefinitionsPage"));

issues/2026-04-08_r57-reimbursement-templates.csv

@@ -0,0 +1,7 @@
+ID,Title,Description,Acceptance,Test_Method,Tools,Dev_Status,Review1_Status,Regression_Status,Files,Dependencies,Notes
+"A1","R57 执行合同建档与范围冻结","创建并校验 R57 报销模板与差旅申请关联执行合同 CSV，冻结范围仅包含 ReimbursementTemplate 模型与 CRUD、报销创建支持 templateId/linkedTravelRequestId、报销详情新增差旅关联摘要、报销模板管理页和创建入口改造。","issues/2026-04-08_r57-reimbursement-templates.csv 12 列完整、Dependencies 为 JSON 数组字符串、Test_Method 可复现；范围仅覆盖 A1-A6，不混入报销 submit 流程改造、TravelRequestsPage 主界面重构或 travel_orders 回写。","命令：python3 /home/shunli/.codex/skills/plan/scripts/validate_issues_csv.py issues/2026-04-08_r57-reimbursement-templates.csv。检查：1) 对照 AGENTS.md 与 issues/README.md 校验字段完整；2) A2-A6 依赖链正确；3) Notes 写明迁移回滚路径和差旅关联兼容规则。","manual","DONE","DONE","DONE","issues/2026-04-08_r57-reimbursement-templates.csv","[]","回滚路径：删除本次 CSV 不影响业务。"
+"A2","ReimbursementTemplate 模型、迁移与 CRUD 路由","新增 ReimbursementTemplate Prisma 模型和 ReimbursementForm.linked_travel_request_id 字段，落地模板 CRUD 路由与只读列表接口。","schema.prisma 含 ReimbursementTemplate、ReimbursementForm.linked_travel_request_id 与 TravelRequest.linked_reimbursements relation；迁移目录为 20260408120000_r57_reimbursement_templates；/api/reimbursement-templates 支持 authenticated 读取、system.settings 管理、items 严格校验、DELETE 软删除。","命令：export PATH=/home/shunli/.nvm/versions/node/v22.20.0/bin:$PATH && cd server && npx prisma validate && node --check src/routes/reimbursementTemplates.js && npm test -- tests/unit/routes/reimbursementTemplates.test.js。业务：1) enabled 过滤正常；2) items 非法 schema 被拒绝；3) expenseTypeId 不存在或停用被拒绝；4) DELETE 仅将 enabled 置为 false。","manual","DONE","DONE","DONE","server/prisma/schema.prisma|server/prisma/migrations/20260408120000_r57_reimbursement_templates/*|server/src/routes/reimbursementTemplates.js|server/src/app.js|server/tests/unit/routes/reimbursementTemplates.test.js","[""A1""]","回滚路径：回退路由与注册，并在回滚迁移中 DROP TABLE reimbursement_templates、DROP COLUMN reimbursement_forms.linked_travel_request_id。"
+"A3","报销创建支持模板与差旅关联","增强 POST /reimbursements 支持 templateId/linkedTravelRequestId，新增 linkable-travel-requests 查询，并扩展报销详情返回差旅关联摘要。","POST /reimbursements 支持空白/模板/差旅三种创建；templateId 与 linkedTravelRequestId 互斥；模板创建自动生成明细并更新 total_amount；差旅关联仅允许本人或合法代理关联 approved 且未关联的申请；GET /api/reimbursements/:id 返回 linkedTravelRequestId 与 linkedTravelRequest；GET /api/reimbursements/linkable-travel-requests 正确过滤本人/代理可关联申请。","命令：export PATH=/home/shunli/.nvm/versions/node/v22.20.0/bin:$PATH && cd server && node --check src/routes/reimbursements.js && npm test -- tests/unit/routes/reimbursements.create.test.js。业务：1) 空白创建不回归；2) 模板创建会预填明细；3) 差旅关联创建会预填 description 和交通明细；4) 已通过 linked_travel_request_id 或 travel_orders.linked_reimbursement_id 关联过的申请不会再次暴露。","manual","DONE","DONE","DONE","server/src/routes/reimbursements.js|server/tests/unit/routes/reimbursements.create.test.js|server/prisma/schema.prisma","[""A1"",""A2""]","回滚路径：移除 templateId/linkedTravelRequestId 创建分支、linkable 路由和详情摘要返回，保留空白创建行为。"
+"A4","报销模板管理前端页面与路由","新增报销模板管理页、前端 API、路由懒加载和系统设置入口。","/system/reimbursement-templates 仅 system.settings 用户可访问；页面支持模板卡片列表、新增/编辑弹窗、动态增减预设明细和软删除；前端通过 reimbursementTemplates API 调用后端接口。","命令：export PATH=/home/shunli/.nvm/versions/node/v22.20.0/bin:$PATH && cd client && npm run typecheck && npm run build。业务：1) 可在系统设置进入模板页；2) 可创建/编辑/停用模板；3) 预设明细费用类型名称与默认金额展示正确。","manual","DONE","DONE","DONE","client/src/api/reimbursementTemplates.ts|client/src/pages/ReimbursementTemplatesPage.tsx|client/src/pages/SystemSettingsPage.tsx|client/src/router/index.tsx|client/src/router/lazy/ReimbursementTemplatesPage.ts|client/src/router/lazy/index.ts","[""A1"",""A2""]","回滚路径：移除模板页面、API、路由和系统设置入口。"
+"A5","报销创建入口与详情页差旅关联 UX","在报销列表创建入口集成空白/模板/关联差旅三种创建方式，并在报销详情页展示关联差旅申请卡片。","ReimbursementsPage 的创建入口改为下拉分区菜单，可直接选择模板或可关联差旅申请创建并跳转详情；ReimbursementDetailPage 在存在 linkedTravelRequestId 时展示可跳转的差旅摘要卡片；前端类型支持创建响应、详情和 linkable 列表。","命令：export PATH=/home/shunli/.nvm/versions/node/v22.20.0/bin:$PATH && cd client && npm run typecheck && npm run build。业务：1) 新建报销菜单可见空白/模板/差旅三个入口；2) 选择模板或差旅后创建成功并跳转；3) 详情页能看到关联差旅申请摘要并跳转到 /travel-requests?tab=requests&id=<id>。","manual","DONE","DONE","DONE","client/src/pages/ReimbursementsPage.tsx|client/src/pages/ReimbursementDetailPage.tsx|client/src/api/reimbursements.ts|client/src/api/travelRequests.ts","[""A1"",""A2"",""A3"",""A4""]","回滚路径：恢复单一空白创建按钮，移除详情页差旅关联卡片和相关类型扩展。"
+"A6","Reviewer、QA、CSV 回填与提交收口","执行 reviewer 自检、post-check、远端迁移核验项准备与 CSV 回填，完成提交收口。","review 覆盖模板 JSON 校验、差旅归属与已关联过滤、模板/差旅创建后的明细结构一致性、linked_travel_request_id 可空兼容和迁移回滚；post-check 全部通过；CSV 三列状态回填为实测结果；完成 git commit。","命令：export PATH=/home/shunli/.nvm/versions/node/v22.20.0/bin:$PATH && cd server && npx prisma validate && npx prisma migrate status && node --check src/routes/reimbursements.js && node --check src/routes/reimbursementTemplates.js && npm test -- tests/unit/routes/reimbursementTemplates.test.js tests/unit/routes/reimbursements.create.test.js && cd ../client && npm run typecheck && npm run build。部署准备：记录远端需执行 docker compose -f deploy/trialrun/docker-compose.yml --env-file deploy/trialrun/.env exec -T server npx prisma migrate status。业务：1) 模板和差旅创建都成功；2) 已关联差旅申请不再可选；3) CSV 状态已回填。","manual","DONE","DONE","DONE","issues/2026-04-08_r57-reimbursement-templates.csv|server/prisma/schema.prisma|server/prisma/migrations/20260408120000_r57_reimbursement_templates/*|server/src/routes/reimbursementTemplates.js|server/src/routes/reimbursements.js|server/tests/unit/routes/reimbursementTemplates.test.js|server/tests/unit/routes/reimbursements.create.test.js|client/src/api/reimbursementTemplates.ts|client/src/pages/ReimbursementTemplatesPage.tsx|client/src/pages/ReimbursementsPage.tsx|client/src/pages/ReimbursementDetailPage.tsx|client/src/pages/SystemSettingsPage.tsx|client/src/router/index.tsx|client/src/router/lazy/ReimbursementTemplatesPage.ts|client/src/router/lazy/index.ts|client/src/api/reimbursements.ts","[""A2"",""A3"",""A4"",""A5""]","回滚路径：若 QA 发现关键回归，暂停提交并回退对应代码与迁移；部署后已在远端执行 prisma migrate deploy + prisma migrate status，确认 R57 迁移已应用。本地 prisma migrate status 受既有历史迁移漂移影响未通过：本地数据库缺失若干仓库内迁移且存在 20260312193000_p22_prod_1_invoice_pool_travel_bind_constraint 本地目录缺口。"

server/prisma/migrations/20260408120000_r57_reimbursement_templates/migration.sql

@@ -0,0 +1,28 @@
+CREATE TABLE "reimbursement_templates" (
+    "id" UUID NOT NULL,
+    "name" VARCHAR(100) NOT NULL,
+    "description" TEXT,
+    "items" JSONB NOT NULL DEFAULT '[]',
+    "sort_order" INTEGER NOT NULL DEFAULT 0,
+    "enabled" BOOLEAN NOT NULL DEFAULT true,
+    "created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "created_by" UUID,
+    "updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updated_by" UUID,
+
+    CONSTRAINT "reimbursement_templates_pkey" PRIMARY KEY ("id")
+);
+
+CREATE INDEX "reimbursement_templates_enabled_sort_order_idx"
+ON "reimbursement_templates"("enabled", "sort_order");
+
+ALTER TABLE "reimbursement_forms"
+ADD COLUMN "linked_travel_request_id" UUID;
+
+CREATE INDEX "idx_reimbursement_forms_linked_travel_request"
+ON "reimbursement_forms"("linked_travel_request_id");
+
+ALTER TABLE "reimbursement_forms"
+ADD CONSTRAINT "reimbursement_forms_linked_travel_request_id_fkey"
+FOREIGN KEY ("linked_travel_request_id") REFERENCES "travel_requests"("id")
+ON DELETE SET NULL ON UPDATE CASCADE;

server/prisma/schema.prisma

@@ -842,6 +842,23 @@ model ExpenseStandard {
   @@map("expense_standards")
 }
 
+model ReimbursementTemplate {
+  id          String  @id @default(uuid()) @db.Uuid
+  name        String  @db.VarChar(100)
+  description String?
+  items       Json    @default("[]")
+  sort_order  Int     @default(0)
+  enabled     Boolean @default(true)
+
+  created_at DateTime @default(now())
+  created_by String?  @db.Uuid
+  updated_at DateTime @default(now()) @updatedAt
+  updated_by String?  @db.Uuid
+
+  @@index([enabled, sort_order])
+  @@map("reimbursement_templates")
+}
+
 model DocumentSequence {
   document_type   String              @id
   prefix          String
@@ -1269,6 +1286,7 @@ model ReimbursementForm {
   paid_at            DateTime?
   paid_by            String?             @db.Uuid
   project_id         String?             @db.Uuid
+  linked_travel_request_id String?       @db.Uuid
 
   created_at DateTime @default(now())
   created_by String?  @db.Uuid
@@ -1280,6 +1298,7 @@ model ReimbursementForm {
   paid_by_employee Employee?  @relation("ReimbursementPaidBy", fields: [paid_by], references: [id], onDelete: SetNull)
   department       Department @relation(fields: [department_id], references: [id], onDelete: Restrict)
   project          Project?   @relation(fields: [project_id], references: [id], onDelete: SetNull)
+  travel_request   TravelRequest? @relation(fields: [linked_travel_request_id], references: [id], onDelete: SetNull)
 
   items                 ReimbursementItem[]
   invoice_pool_items    InvoicePool[]
@@ -1293,6 +1312,7 @@ model ReimbursementForm {
   @@index([department_id])
   @@index([paid_by])
   @@index([project_id], map: "idx_reimbursement_forms_project")
+  @@index([linked_travel_request_id], map: "idx_reimbursement_forms_linked_travel_request")
   @@index([status])
   @@index([reimbursement_date])
   @@index([owner_id, status, updated_at], map: "idx_reimbursement_owner_status_updated_at")
@@ -2479,6 +2499,7 @@ model TravelRequest {
 
   segments             TravelRequestSegment[]
   travel_orders        TravelOrder[]
+  linked_reimbursements ReimbursementForm[]
   reconciliation_items TravelReconciliationItem[]
   card_authorizations  CardAuthorization[]
   card_transactions    CardTransaction[]

server/src/app.js

@@ -35,6 +35,7 @@ const performanceRoutes = require("./routes/performance");
 const payrollRoutes = require("./routes/payroll");
 const expenseTypesRoutes = require("./routes/expenseTypes");
 const expenseStandardsRoutes = require("./routes/expenseStandards");
+const reimbursementTemplatesRoutes = require("./routes/reimbursementTemplates");
 const configReadRoutes = require("./routes/configRead");
 const approvalRulesRoutes = require("./routes/approvalRules");
 const featureFlagsRoutes = require("./routes/featureFlags");
@@ -324,6 +325,7 @@ async function buildApp() {
   await app.register(masterDataSuppliersRoutes, { prefix: "/api" });
   await app.register(expenseTypesRoutes, { prefix: "/api" });
   await app.register(expenseStandardsRoutes, { prefix: "/api" });
+  await app.register(reimbursementTemplatesRoutes, { prefix: "/api" });
   await app.register(configReadRoutes, { prefix: "/api" });
   await app.register(approvalRulesRoutes, { prefix: "/api" });
   await app.register(featureFlagsRoutes, { prefix: "/api" });

server/src/routes/reimbursementTemplates.js

@@ -0,0 +1,417 @@
+const { z } = require("zod");
+
+const { AppError } = require("../utils/AppError");
+const { buildAuditLogData } = require("../utils/audit");
+const { sendData } = require("../utils/reply");
+
+const UUID_SCHEMA = z.string().uuid();
+const MONEY_STRING_SCHEMA = z.string().trim().regex(/^\d+(?:\.\d{1,2})?$/);
+
+const TEMPLATE_ITEM_SCHEMA = z
+  .object({
+    expenseTypeId: UUID_SCHEMA,
+    description: z.string().trim().min(1).max(500),
+    defaultAmount: MONEY_STRING_SCHEMA.optional(),
+  })
+  .strict()
+  .superRefine((value, ctx) => {
+    if (value.defaultAmount != null && Number(value.defaultAmount) <= 0) {
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: "must_be_positive",
+        path: ["defaultAmount"],
+      });
+    }
+  });
+
+const LIST_QUERY_SCHEMA = z
+  .object({
+    enabled: z.enum(["true", "false", "1", "0"]).optional(),
+  })
+  .strict();
+
+const CREATE_BODY_SCHEMA = z
+  .object({
+    name: z.string().trim().min(1).max(100),
+    description: z.string().trim().max(500).nullable().optional(),
+    items: z.array(TEMPLATE_ITEM_SCHEMA).max(50).optional(),
+    sortOrder: z.number().int().min(0).max(10000).optional(),
+    enabled: z.boolean().optional(),
+  })
+  .strict();
+
+const UPDATE_BODY_SCHEMA = z
+  .object({
+    name: z.string().trim().min(1).max(100).optional(),
+    description: z.string().trim().max(500).nullable().optional(),
+    items: z.array(TEMPLATE_ITEM_SCHEMA).max(50).optional(),
+    sortOrder: z.number().int().min(0).max(10000).optional(),
+    enabled: z.boolean().optional(),
+  })
+  .strict();
+
+function buildValidationError(details, statusCode = 400) {
+  return new AppError({
+    code: "VALID_001",
+    message: "参数校验失败",
+    statusCode,
+    details,
+  });
+}
+
+function parseTemplateId(value) {
+  const parsed = UUID_SCHEMA.safeParse(value);
+  if (!parsed.success) {
+    throw buildValidationError({ id: "invalid_uuid" });
+  }
+  return parsed.data;
+}
+
+function parseListQuery(query) {
+  const parsed = LIST_QUERY_SCHEMA.safeParse(query ?? {});
+  if (!parsed.success) {
+    throw buildValidationError(parsed.error.flatten());
+  }
+
+  const enabledRaw = parsed.data.enabled;
+  const enabled =
+    enabledRaw == null
+      ? null
+      : enabledRaw === "true" || enabledRaw === "1";
+
+  return { enabled };
+}
+
+function parseBody(schema, body) {
+  const parsed = schema.safeParse(body ?? {});
+  if (!parsed.success) {
+    throw buildValidationError(parsed.error.flatten());
+  }
+  return parsed.data;
+}
+
+function normalizeTemplateItems(items) {
+  return (items ?? []).map((item) => ({
+    expenseTypeId: item.expenseTypeId,
+    description: item.description.trim(),
+    ...(item.defaultAmount == null ? {} : { defaultAmount: item.defaultAmount.trim() }),
+  }));
+}
+
+async function ensureExpenseTypesEnabled(tx, items) {
+  if (!items.length) {
+    return;
+  }
+
+  const expenseTypeIds = Array.from(new Set(items.map((item) => item.expenseTypeId)));
+  const expenseTypes = await tx.expenseType.findMany({
+    where: {
+      id: { in: expenseTypeIds },
+      enabled: true,
+    },
+    select: {
+      id: true,
+      enabled: true,
+    },
+  });
+
+  const enabledIds = new Set(expenseTypes.map((item) => item.id));
+  const invalidItems = items
+    .map((item, index) => ({ index, expenseTypeId: item.expenseTypeId }))
+    .filter((item) => !enabledIds.has(item.expenseTypeId));
+
+  if (invalidItems.length) {
+    throw buildValidationError(
+      {
+        items: invalidItems.map((item) => ({
+          index: item.index,
+          expenseTypeId: item.expenseTypeId,
+          reason: "expense_type_not_found_or_disabled",
+        })),
+      },
+      409,
+    );
+  }
+}
+
+function mapTemplate(record) {
+  return {
+    id: record.id,
+    name: record.name,
+    description: record.description ?? null,
+    items: Array.isArray(record.items) ? record.items : [],
+    sortOrder: record.sort_order,
+    enabled: record.enabled,
+    createdAt: record.created_at?.toISOString?.() ?? null,
+    updatedAt: record.updated_at?.toISOString?.() ?? null,
+  };
+}
+
+function normalizeSnapshot(record) {
+  if (!record) {
+    return null;
+  }
+
+  return {
+    id: record.id,
+    name: record.name,
+    description: record.description ?? null,
+    items: Array.isArray(record.items) ? record.items : [],
+    sortOrder: record.sort_order,
+    enabled: record.enabled,
+  };
+}
+
+async function reimbursementTemplatesRoutes(fastify) {
+  fastify.get(
+    "/reimbursement-templates",
+    {
+      preHandler: fastify.authenticate,
+    },
+    async (request, reply) => {
+      const query = parseListQuery(request.query);
+      const items = await fastify.prisma.reimbursementTemplate.findMany({
+        where: {
+          ...(query.enabled == null ? {} : { enabled: query.enabled }),
+        },
+        orderBy: [{ sort_order: "asc" }, { created_at: "asc" }, { name: "asc" }],
+        select: {
+          id: true,
+          name: true,
+          description: true,
+          items: true,
+          sort_order: true,
+          enabled: true,
+          created_at: true,
+          updated_at: true,
+        },
+      });
+
+      return sendData(reply, request, {
+        enabled: query.enabled,
+        items: items.map(mapTemplate),
+      });
+    },
+  );
+
+  fastify.post(
+    "/reimbursement-templates",
+    {
+      preHandler: fastify.requirePermission("system.settings"),
+    },
+    async (request, reply) => {
+      const body = parseBody(CREATE_BODY_SCHEMA, request.body);
+      const items = normalizeTemplateItems(body.items);
+      await ensureExpenseTypesEnabled(fastify.prisma, items);
+
+      const now = new Date();
+      const created = await fastify.prisma.$transaction(async (tx) => {
+        const record = await tx.reimbursementTemplate.create({
+          data: {
+            name: body.name.trim(),
+            description: body.description?.trim?.() || null,
+            items,
+            sort_order: body.sortOrder ?? 0,
+            enabled: body.enabled ?? true,
+            created_at: now,
+            created_by: request.employee.id,
+            updated_at: now,
+            updated_by: request.employee.id,
+          },
+          select: {
+            id: true,
+            name: true,
+            description: true,
+            items: true,
+            sort_order: true,
+            enabled: true,
+            created_at: true,
+            updated_at: true,
+          },
+        });
+
+        await tx.auditLog.create({
+          data: buildAuditLogData(request, {
+            actorId: request.employee.id,
+            action: "REIMBURSEMENT_TEMPLATE_CREATED",
+            targetType: "reimbursement_template",
+            targetId: record.id,
+            extra: {
+              after: normalizeSnapshot(record),
+            },
+          }),
+        });
+
+        return record;
+      });
+
+      return sendData(reply, request, mapTemplate(created));
+    },
+  );
+
+  fastify.patch(
+    "/reimbursement-templates/:id",
+    {
+      preHandler: fastify.requirePermission("system.settings"),
+    },
+    async (request, reply) => {
+      const templateId = parseTemplateId(request.params?.id);
+      const body = parseBody(UPDATE_BODY_SCHEMA, request.body);
+
+      if (!Object.keys(body).length) {
+        throw buildValidationError({ body: "empty" });
+      }
+
+      const now = new Date();
+      const updated = await fastify.prisma.$transaction(async (tx) => {
+        const current = await tx.reimbursementTemplate.findUnique({
+          where: { id: templateId },
+          select: {
+            id: true,
+            name: true,
+            description: true,
+            items: true,
+            sort_order: true,
+            enabled: true,
+            created_at: true,
+            updated_at: true,
+          },
+        });
+
+        if (!current) {
+          throw new AppError({
+            code: "SYS_404",
+            message: "Not Found",
+            statusCode: 404,
+          });
+        }
+
+        const nextItems =
+          body.items == null
+            ? Array.isArray(current.items)
+              ? current.items
+              : []
+            : normalizeTemplateItems(body.items);
+
+        await ensureExpenseTypesEnabled(tx, nextItems);
+
+        const record = await tx.reimbursementTemplate.update({
+          where: { id: templateId },
+          data: {
+            ...(body.name === undefined ? {} : { name: body.name.trim() }),
+            ...(body.description === undefined ? {} : { description: body.description?.trim?.() || null }),
+            ...(body.items === undefined ? {} : { items: nextItems }),
+            ...(body.sortOrder === undefined ? {} : { sort_order: body.sortOrder }),
+            ...(body.enabled === undefined ? {} : { enabled: body.enabled }),
+            updated_at: now,
+            updated_by: request.employee.id,
+          },
+          select: {
+            id: true,
+            name: true,
+            description: true,
+            items: true,
+            sort_order: true,
+            enabled: true,
+            created_at: true,
+            updated_at: true,
+          },
+        });
+
+        await tx.auditLog.create({
+          data: buildAuditLogData(request, {
+            actorId: request.employee.id,
+            action: "REIMBURSEMENT_TEMPLATE_UPDATED",
+            targetType: "reimbursement_template",
+            targetId: record.id,
+            extra: {
+              before: normalizeSnapshot(current),
+              after: normalizeSnapshot(record),
+            },
+          }),
+        });
+
+        return record;
+      });
+
+      return sendData(reply, request, mapTemplate(updated));
+    },
+  );
+
+  fastify.delete(
+    "/reimbursement-templates/:id",
+    {
+      preHandler: fastify.requirePermission("system.settings"),
+    },
+    async (request, reply) => {
+      const templateId = parseTemplateId(request.params?.id);
+      const now = new Date();
+
+      const deleted = await fastify.prisma.$transaction(async (tx) => {
+        const current = await tx.reimbursementTemplate.findUnique({
+          where: { id: templateId },
+          select: {
+            id: true,
+            name: true,
+            description: true,
+            items: true,
+            sort_order: true,
+            enabled: true,
+            created_at: true,
+            updated_at: true,
+          },
+        });
+
+        if (!current) {
+          throw new AppError({
+            code: "SYS_404",
+            message: "Not Found",
+            statusCode: 404,
+          });
+        }
+
+        if (!current.enabled) {
+          return current;
+        }
+
+        const record = await tx.reimbursementTemplate.update({
+          where: { id: templateId },
+          data: {
+            enabled: false,
+            updated_at: now,
+            updated_by: request.employee.id,
+          },
+          select: {
+            id: true,
+            name: true,
+            description: true,
+            items: true,
+            sort_order: true,
+            enabled: true,
+            created_at: true,
+            updated_at: true,
+          },
+        });
+
+        await tx.auditLog.create({
+          data: buildAuditLogData(request, {
+            actorId: request.employee.id,
+            action: "REIMBURSEMENT_TEMPLATE_DELETED",
+            targetType: "reimbursement_template",
+            targetId: record.id,
+            extra: {
+              before: normalizeSnapshot(current),
+              after: normalizeSnapshot(record),
+            },
+          }),
+        });
+
+        return record;
+      });
+
+      return sendData(reply, request, mapTemplate(deleted));
+    },
+  );
+}
+
+module.exports = reimbursementTemplatesRoutes;

server/src/routes/reimbursements.js

@@ -55,6 +55,30 @@ const REIMBURSEMENT_UPDATE_BODY_SCHEMA = z.object({
   description: z.string().trim().max(500).nullable().optional(),
 });
 
+const REIMBURSEMENT_CREATE_BODY_SCHEMA = z
+  .object({
+    ownerEmployeeId: z.string().uuid().optional(),
+    reimbursementDate: z.string().regex(/^\d{4}-\d{2}-\d{2}$/).optional(),
+    description: z.string().max(500).optional(),
+    templateId: z.string().uuid().optional(),
+    linkedTravelRequestId: z.string().uuid().optional(),
+  })
+  .strict()
+  .superRefine((value, ctx) => {
+    if (value.templateId && value.linkedTravelRequestId) {
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: "mutually_exclusive",
+        path: ["templateId"],
+      });
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: "mutually_exclusive",
+        path: ["linkedTravelRequestId"],
+      });
+    }
+  });
+
 const REIMBURSEMENT_ITEM_BODY_SCHEMA = z.object({
   expenseTypeId: z.string().uuid(),
   expenseDate: z.string().regex(/^\d{4}-\d{2}-\d{2}$/),
@@ -74,6 +98,11 @@ const REIMBURSEMENT_TREND_QUERY_SCHEMA = REIMBURSEMENT_STATS_QUERY_SCHEMA.extend
 const REIMBURSEMENT_TOP_EXPENSE_TYPES_QUERY_SCHEMA = REIMBURSEMENT_STATS_QUERY_SCHEMA.extend({
   limit: z.coerce.number().int().min(1).max(50).optional(),
 });
+const LINKABLE_TRAVEL_REQUEST_QUERY_SCHEMA = z
+  .object({
+    ownerEmployeeId: UUID_SCHEMA.optional(),
+  })
+  .strict();
 
 const REIMBURSEMENT_STATUS_VALUES = ["draft", "reviewing", "approved", "paid", "rejected", "cancelled"];
 const ROLE_LABELS = {
@@ -86,6 +115,28 @@ const ROLE_LABELS = {
   hr: "HR",
 };
 
+const TRAVEL_SEGMENT_ROLE_LABELS = {
+  outbound: "去程",
+  return: "返程",
+  connection: "中转",
+};
+
+const TRAVEL_TRANSPORT_LABELS = {
+  flight: "航班",
+  train: "火车",
+  bus: "大巴",
+  car: "汽车",
+  other: "其他",
+};
+
+const TRAVEL_TRANSPORT_EXPENSE_TYPE_CODES = {
+  flight: "travel_airfare",
+  train: "travel_train",
+  bus: "travel_bus",
+  car: "travel_taxi",
+  other: "transport",
+};
+
 function ensureOwnOrCanViewAll(fastify, request, reimbursement) {
   const canViewAll = fastify.hasPermission(request.employee, "expense.view_all");
   if (canViewAll) {
@@ -254,6 +305,36 @@ function parseStatsQuery(query) {
   };
 }
 
+function parseCreateBody(body) {
+  const parsed = REIMBURSEMENT_CREATE_BODY_SCHEMA.safeParse(body ?? {});
+  if (!parsed.success) {
+    throw new AppError({
+      code: "VALID_001",
+      message: "参数校验失败",
+      statusCode: 400,
+      details: parsed.error.flatten(),
+    });
+  }
+
+  return parsed.data;
+}
+
+function parseLinkableTravelRequestsQuery(query) {
+  const parsed = LINKABLE_TRAVEL_REQUEST_QUERY_SCHEMA.safeParse(query ?? {});
+  if (!parsed.success) {
+    throw new AppError({
+      code: "VALID_001",
+      message: "参数校验失败",
+      statusCode: 400,
+      details: parsed.error.flatten(),
+    });
+  }
+
+  return {
+    ownerEmployeeId: parsed.data.ownerEmployeeId ?? null,
+  };
+}
+
 function parseTrendQuery(query) {
   const parsed = parseQuery(REIMBURSEMENT_TREND_QUERY_SCHEMA, query);
   const base = parseStatsQuery(parsed);
@@ -554,6 +635,255 @@ function toDateOnlyString(dateValue) {
   return new Date(dateValue).toISOString().slice(0, 10);
 }
 
+function mapLinkedTravelRequestSummary(travelRequest) {
+  if (!travelRequest) {
+    return null;
+  }
+
+  return {
+    id: travelRequest.id,
+    requestNo: travelRequest.request_no ?? null,
+    purpose: travelRequest.purpose ?? null,
+    startDate: toDateOnlyString(travelRequest.start_date),
+    endDate: toDateOnlyString(travelRequest.end_date),
+    estimatedAmount: toMoneyString(travelRequest.estimated_amount ?? 0),
+  };
+}
+
+function mapCreatedReimbursementItem(item) {
+  return {
+    id: item.id,
+    expenseTypeId: item.expense_type_id,
+    expenseDate: toDateOnlyString(item.expense_date),
+    amount: toMoneyString(item.amount),
+    description: item.description ?? null,
+    expenseType: item.expense_type
+      ? {
+        id: item.expense_type.id,
+        code: item.expense_type.code,
+        name: item.expense_type.name,
+        category: item.expense_type.category,
+        enabled: item.expense_type.enabled,
+      }
+      : null,
+  };
+}
+
+function normalizeTemplateSeedItems(rawItems) {
+  if (!Array.isArray(rawItems)) {
+    return [];
+  }
+
+  return rawItems.map((item, index) => {
+    if (!item || typeof item !== "object") {
+      throw new AppError({
+        code: "VALID_001",
+        message: "参数校验失败",
+        statusCode: 409,
+        details: { template: { itemIndex: index, reason: "invalid_item_shape" } },
+      });
+    }
+
+    if (typeof item.expenseTypeId !== "string" || typeof item.description !== "string") {
+      throw new AppError({
+        code: "VALID_001",
+        message: "参数校验失败",
+        statusCode: 409,
+        details: { template: { itemIndex: index, reason: "invalid_item_shape" } },
+      });
+    }
+
+    return {
+      expenseTypeId: item.expenseTypeId,
+      description: item.description,
+      defaultAmount: typeof item.defaultAmount === "string" ? item.defaultAmount : null,
+    };
+  });
+}
+
+async function resolveEnabledExpenseTypesByIds(tx, expenseTypeIds) {
+  if (!expenseTypeIds.length) {
+    return new Map();
+  }
+
+  const items = await tx.expenseType.findMany({
+    where: {
+      id: { in: expenseTypeIds },
+      enabled: true,
+    },
+    select: {
+      id: true,
+      code: true,
+      name: true,
+      category: true,
+      enabled: true,
+    },
+  });
+
+  return new Map(items.map((item) => [item.id, item]));
+}
+
+async function resolveTravelExpenseTypeMap(tx) {
+  const codes = Array.from(new Set(Object.values(TRAVEL_TRANSPORT_EXPENSE_TYPE_CODES)));
+  const items = await tx.expenseType.findMany({
+    where: {
+      code: { in: codes },
+      enabled: true,
+    },
+    select: {
+      id: true,
+      code: true,
+      name: true,
+      category: true,
+      enabled: true,
+    },
+  });
+
+  return new Map(items.map((item) => [item.code, item]));
+}
+
+function buildTravelSegmentDescription(segment) {
+  const segmentRoleLabel = TRAVEL_SEGMENT_ROLE_LABELS[segment.segment_role] ?? segment.segment_role;
+  const transportLabel = TRAVEL_TRANSPORT_LABELS[segment.transport_type] ?? segment.transport_type;
+  return `${segmentRoleLabel} ${transportLabel} ${segment.from_city}→${segment.to_city}`;
+}
+
+async function resolveReimbursementOwnerContext(tx, fastify, request, ownerEmployeeId) {
+  const isProxyCreate = ownerEmployeeId !== request.employee.id;
+
+  if (!isProxyCreate) {
+    return {
+      ownerEmployeeId,
+      ownerEmployee: {
+        id: request.employee.id,
+        department_id: request.employee.department_id ?? null,
+        status: "active",
+      },
+      departmentId: request.employee.department_id ?? null,
+      delegationGrantId: null,
+      isProxyCreate: false,
+    };
+  }
+
+  const isAdministration = request.employee.roleCodes?.includes("administration");
+  const canProxySubmit = fastify.hasPermission(request.employee, "expense.proxy_submit");
+  if (!isAdministration || !canProxySubmit) {
+    throw new AppError({
+      code: "PERM_001",
+      message: "无权限",
+      statusCode: 403,
+    });
+  }
+
+  const ownerEmployee = await tx.employee.findUnique({
+    where: { id: ownerEmployeeId },
+    select: { id: true, status: true, department_id: true },
+  });
+  if (!ownerEmployee || ownerEmployee.status !== "active") {
+    throw new AppError({
+      code: "VALID_001",
+      message: "参数校验失败",
+      statusCode: 409,
+      details: { ownerEmployeeId: "invalid_owner" },
+    });
+  }
+
+  const delegation = await findActiveDelegationForDelegate(tx, {
+    principalEmployeeId: ownerEmployeeId,
+    delegateEmployeeId: request.employee.id,
+    allowedScopes: ["reimbursement_submit", "all"],
+    now: new Date(),
+  });
+  if (!delegation) {
+    throw new AppError({
+      code: "PERM_001",
+      message: "无权限",
+      statusCode: 403,
+      details: { delegation: "missing_active_grant" },
+    });
+  }
+
+  return {
+    ownerEmployeeId,
+    ownerEmployee,
+    departmentId: ownerEmployee.department_id,
+    delegationGrantId: delegation.id,
+    isProxyCreate: true,
+  };
+}
+
+async function loadLinkableTravelRequests(tx, ownerEmployeeId) {
+  return tx.travelRequest.findMany({
+    where: {
+      applicant_employee_id: ownerEmployeeId,
+      status: "approved",
+      linked_reimbursements: {
+        none: {},
+      },
+      travel_orders: {
+        none: {
+          linked_reimbursement_id: {
+            not: null,
+          },
+        },
+      },
+    },
+    orderBy: [{ start_date: "desc" }, { created_at: "desc" }],
+    select: {
+      id: true,
+      request_no: true,
+      purpose: true,
+      start_date: true,
+      end_date: true,
+      estimated_amount: true,
+    },
+  });
+}
+
+async function loadTravelRequestForLinking(tx, linkedTravelRequestId) {
+  return tx.travelRequest.findUnique({
+    where: { id: linkedTravelRequestId },
+    select: {
+      id: true,
+      request_no: true,
+      purpose: true,
+      start_date: true,
+      end_date: true,
+      estimated_amount: true,
+      applicant_employee_id: true,
+      status: true,
+      segments: {
+        orderBy: [{ sort_order: "asc" }, { created_at: "asc" }],
+        select: {
+          id: true,
+          segment_role: true,
+          transport_type: true,
+          from_city: true,
+          to_city: true,
+        },
+      },
+      linked_reimbursements: {
+        take: 1,
+        select: {
+          id: true,
+        },
+      },
+      travel_orders: {
+        where: {
+          linked_reimbursement_id: {
+            not: null,
+          },
+        },
+        take: 1,
+        select: {
+          id: true,
+          linked_reimbursement_id: true,
+        },
+      },
+    },
+  });
+}
+
 function ensureNonNegativeAmount(totalAmount) {
   const asNumber = Number(totalAmount);
   if (!Number.isFinite(asNumber)) {
@@ -895,12 +1225,6 @@ async function finalizeReimbursementSubmitSideEffects({
 }
 
 async function reimbursementRoutes(fastify) {
-  const createBodySchema = z.object({
-    ownerEmployeeId: z.string().uuid().optional(),
-    reimbursementDate: z.string().regex(/^\d{4}-\d{2}-\d{2}$/).optional(),
-    description: z.string().max(500).optional(),
-  });
-
   fastify.post(
     "/reimbursements",
     {
@@ -915,76 +1239,148 @@ async function reimbursementRoutes(fastify) {
         domain: "expense",
         departmentId: request.employee.department_id ?? null,
       });
-      const parsed = createBodySchema.safeParse(request.body ?? {});
+      const body = parseCreateBody(request.body);
-      if (!parsed.success) {
-        throw new AppError({
-          code: "VALID_001",
-          message: "参数校验失败",
-          statusCode: 400,
-          details: parsed.error.flatten(),
-        });
-      }
 
       const reimbursementDate =
-        parsed.data.reimbursementDate ?? currentDateString(fastify.config.appTimezone);
+        body.reimbursementDate ?? currentDateString(fastify.config.appTimezone);
 
-      const ownerEmployeeId = parsed.data.ownerEmployeeId ?? request.employee.id;
+      const ownerEmployeeId = body.ownerEmployeeId ?? request.employee.id;
-      const isProxyCreate = ownerEmployeeId !== request.employee.id;
 
       const reimbursement = await fastify.prisma.$transaction(async (tx) => {
-        let departmentId = request.employee.department_id;
+        const ownerContext = await resolveReimbursementOwnerContext(tx, fastify, request, ownerEmployeeId);
-        let delegationGrantId = null;
 
-        if (isProxyCreate) {
+        let linkedTravelRequestRecord = null;
-          const isAdministration = request.employee.roleCodes?.includes("administration");
+        let generatedItemSeeds = [];
-          const canProxySubmit = fastify.hasPermission(request.employee, "expense.proxy_submit");
+        let resolvedDescription = body.description ?? null;
-          if (!isAdministration || !canProxySubmit) {
-            throw new AppError({
-              code: "PERM_001",
-              message: "无权限",
-              statusCode: 403,
-            });
-          }
 
-          const ownerEmployee = await tx.employee.findUnique({
+        if (body.templateId) {
-            where: { id: ownerEmployeeId },
+          const template = await tx.reimbursementTemplate.findFirst({
-            select: { id: true, status: true, department_id: true },
+            where: {
+              id: body.templateId,
+              enabled: true,
+            },
+            select: {
+              id: true,
+              name: true,
+              items: true,
+            },
           });
-          if (!ownerEmployee || ownerEmployee.status !== "active") {
+
+          if (!template) {
             throw new AppError({
               code: "VALID_001",
               message: "参数校验失败",
               statusCode: 409,
-              details: { ownerEmployeeId: "invalid_owner" },
+              details: { templateId: "invalid_template" },
             });
           }
 
-          const delegation = await findActiveDelegationForDelegate(tx, {
+          const templateItems = normalizeTemplateSeedItems(template.items);
-            principalEmployeeId: ownerEmployeeId,
+          const expenseTypeMap = await resolveEnabledExpenseTypesByIds(
-            delegateEmployeeId: request.employee.id,
+            tx,
-            allowedScopes: ["reimbursement_submit", "all"],
+            Array.from(new Set(templateItems.map((item) => item.expenseTypeId))),
-            now: new Date(),
+          );
-          });
+          const invalidItem = templateItems.find((item) => !expenseTypeMap.has(item.expenseTypeId));
-          if (!delegation) {
+          if (invalidItem) {
             throw new AppError({
-              code: "PERM_001",
+              code: "VALID_001",
-              message: "无权限",
+              message: "参数校验失败",
-              statusCode: 403,
+              statusCode: 409,
-              details: { delegation: "missing_active_grant" },
+              details: { templateId: "contains_disabled_expense_type" },
             });
           }
 
-          delegationGrantId = delegation.id;
+          generatedItemSeeds = templateItems.map((item) => ({
-          departmentId = ownerEmployee.department_id;
+            expense_type_id: item.expenseTypeId,
+            expense_date: parseDateOnlyString(reimbursementDate),
+            amount: item.defaultAmount ?? "0.00",
+            description: item.description,
+            created_by: request.employee.id,
+            updated_by: request.employee.id,
+          }));
+        }
+
+        if (body.linkedTravelRequestId) {
+          linkedTravelRequestRecord = await loadTravelRequestForLinking(tx, body.linkedTravelRequestId);
+          if (!linkedTravelRequestRecord) {
+            throw new AppError({
+              code: "VALID_001",
+              message: "参数校验失败",
+              statusCode: 409,
+              details: { linkedTravelRequestId: "not_found" },
+            });
+          }
+
+          if (linkedTravelRequestRecord.status !== "approved") {
+            throw new AppError({
+              code: "VALID_001",
+              message: "参数校验失败",
+              statusCode: 409,
+              details: { linkedTravelRequestId: "not_approved" },
+            });
+          }
+
+          if (linkedTravelRequestRecord.applicant_employee_id !== ownerContext.ownerEmployeeId) {
+            throw new AppError({
+              code: "VALID_001",
+              message: "参数校验失败",
+              statusCode: 409,
+              details: { linkedTravelRequestId: "owner_mismatch" },
+            });
+          }
+
+          if (
+            linkedTravelRequestRecord.linked_reimbursements?.length ||
+            linkedTravelRequestRecord.travel_orders?.length
+          ) {
+            throw new AppError({
+              code: "VALID_001",
+              message: "参数校验失败",
+              statusCode: 409,
+              details: { linkedTravelRequestId: "already_linked" },
+            });
+          }
+
+          if (body.description == null) {
+            resolvedDescription = `差旅报销 - ${linkedTravelRequestRecord.request_no ?? linkedTravelRequestRecord.id} ${linkedTravelRequestRecord.purpose}`;
+          }
+
+          const expenseTypeMap = await resolveTravelExpenseTypeMap(tx);
+          generatedItemSeeds = linkedTravelRequestRecord.segments.map((segment) => {
+            const expenseTypeCode = TRAVEL_TRANSPORT_EXPENSE_TYPE_CODES[segment.transport_type];
+            const expenseType = expenseTypeMap.get(expenseTypeCode);
+            if (!expenseType) {
+              throw new AppError({
+                code: "VALID_001",
+                message: "参数校验失败",
+                statusCode: 409,
+                details: {
+                  linkedTravelRequestId: "missing_expense_type_mapping",
+                  transportType: segment.transport_type,
+                  expenseTypeCode,
+                },
+              });
+            }
+
+            return {
+              expense_type_id: expenseType.id,
+              expense_date: parseDateOnlyString(reimbursementDate),
+              amount: "0.00",
+              description: buildTravelSegmentDescription(segment),
+              created_by: request.employee.id,
+              updated_by: request.employee.id,
+            };
+          });
         }
 
         const created = await tx.reimbursementForm.create({
           data: {
             submitter_id: request.employee.id,
             owner_id: ownerEmployeeId,
-            department_id: departmentId,
+            department_id: ownerContext.departmentId,
             reimbursement_date: parseDateOnlyString(reimbursementDate),
-            description: parsed.data.description ?? null,
+            description: resolvedDescription,
+            linked_travel_request_id: linkedTravelRequestRecord?.id ?? null,
             created_by: request.employee.id,
             updated_by: request.employee.id,
           },
@@ -997,10 +1393,54 @@ async function reimbursementRoutes(fastify) {
             form_number: true,
             owner_id: true,
             submitter_id: true,
+            linked_travel_request_id: true,
+            travel_request: {
+              select: {
+                id: true,
+                request_no: true,
+                purpose: true,
+                start_date: true,
+                end_date: true,
+                estimated_amount: true,
+              },
+            },
           },
         });
 
-        if (isProxyCreate) {
+        if (generatedItemSeeds.length) {
+          await tx.reimbursementItem.createMany({
+            data: generatedItemSeeds.map((item) => ({
+              reimbursement_id: created.id,
+              ...item,
+            })),
+          });
+          created.total_amount = await recomputeTotalAmount(tx, created.id, request.employee.id);
+        }
+
+        const createdItems = generatedItemSeeds.length
+          ? await tx.reimbursementItem.findMany({
+              where: { reimbursement_id: created.id },
+              orderBy: [{ created_at: "asc" }, { id: "asc" }],
+              select: {
+                id: true,
+                expense_type_id: true,
+                expense_date: true,
+                amount: true,
+                description: true,
+                expense_type: {
+                  select: {
+                    id: true,
+                    code: true,
+                    name: true,
+                    category: true,
+                    enabled: true,
+                  },
+                },
+              },
+            })
+          : [];
+
+        if (ownerContext.isProxyCreate) {
           await tx.auditLog.create({
             data: buildAuditLogData(request, {
               actorId: request.employee.id,
@@ -1010,13 +1450,18 @@ async function reimbursementRoutes(fastify) {
               extra: {
                 ownerEmployeeId,
                 submitterEmployeeId: request.employee.id,
-                delegationGrantId,
+                delegationGrantId: ownerContext.delegationGrantId,
+                ...(body.templateId ? { templateId: body.templateId } : {}),
+                ...(linkedTravelRequestRecord ? { linkedTravelRequestId: linkedTravelRequestRecord.id } : {}),
               },
             }),
           });
         }
 
-        return created;
+        return {
+          ...created,
+          items: createdItems,
+        };
       });
 
       return sendData(reply, request, {
@@ -1030,6 +1475,9 @@ async function reimbursementRoutes(fastify) {
         projectId: reimbursement.project_id ?? null,
         project: reimbursement.project ? { id: reimbursement.project.id, projectNo: reimbursement.project.project_no, name: reimbursement.project.name } : null,
         totalAmount: toMoneyString(reimbursement.total_amount),
+        linkedTravelRequestId: reimbursement.linked_travel_request_id ?? null,
+        linkedTravelRequest: mapLinkedTravelRequestSummary(reimbursement.travel_request),
+        items: Array.isArray(reimbursement.items) ? reimbursement.items.map(mapCreatedReimbursementItem) : [],
       });
     },
   );
@@ -1372,6 +1820,38 @@ async function reimbursementRoutes(fastify) {
     },
   );
 
+  fastify.get(
+    "/reimbursements/linkable-travel-requests",
+    {
+      schema: { tags: ["Reimbursements"], summary: "List approved travel requests that can be linked to reimbursement" },
+      preHandler: fastify.requirePermission("expense.create"),
+    },
+    async (request, reply) => {
+      const query = parseLinkableTravelRequestsQuery(request.query);
+      const ownerEmployeeId = query.ownerEmployeeId ?? request.employee.id;
+
+      const ownerContext = await resolveReimbursementOwnerContext(
+        fastify.prisma,
+        fastify,
+        request,
+        ownerEmployeeId,
+      );
+      const items = await loadLinkableTravelRequests(fastify.prisma, ownerContext.ownerEmployeeId);
+
+      return sendData(reply, request, {
+        ownerEmployeeId: ownerContext.ownerEmployeeId,
+        items: items.map((item) => ({
+          id: item.id,
+          requestNo: item.request_no ?? null,
+          purpose: item.purpose,
+          startDate: toDateOnlyString(item.start_date),
+          endDate: toDateOnlyString(item.end_date),
+          estimatedAmount: toMoneyString(item.estimated_amount ?? 0),
+        })),
+      });
+    },
+  );
+
   fastify.get(
     "/reimbursements/:id",
     {
@@ -1394,7 +1874,18 @@ async function reimbursementRoutes(fastify) {
           status: true,
           description: true,
           project_id: true,
+          linked_travel_request_id: true,
           project: { select: { id: true, project_no: true, name: true } },
+          travel_request: {
+            select: {
+              id: true,
+              request_no: true,
+              purpose: true,
+              start_date: true,
+              end_date: true,
+              estimated_amount: true,
+            },
+          },
           owner: {
             select: { id: true, employee_no: true, name: true },
           },
@@ -1507,6 +1998,8 @@ async function reimbursementRoutes(fastify) {
         description: reimbursement.description,
         projectId: reimbursement.project_id ?? null,
         project: reimbursement.project ? { id: reimbursement.project.id, projectNo: reimbursement.project.project_no, name: reimbursement.project.name } : null,
+        linkedTravelRequestId: reimbursement.linked_travel_request_id ?? null,
+        linkedTravelRequest: mapLinkedTravelRequestSummary(reimbursement.travel_request),
         owner: reimbursement.owner,
         submitter: reimbursement.submitter,
         items: reimbursement.items.map((item) => ({

server/tests/unit/routes/reimbursementTemplates.test.js

@@ -0,0 +1,353 @@
+const Fastify = require("fastify");
+
+const reimbursementTemplatesRoutes = require("../../../src/routes/reimbursementTemplates");
+const { AppError } = require("../../../src/utils/AppError");
+
+const ACTOR_ID = "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa";
+const TEMPLATE_ID = "11111111-1111-4111-8111-111111111111";
+const EXPENSE_TYPE_ID = "22222222-2222-4222-8222-222222222222";
+const DISABLED_EXPENSE_TYPE_ID = "33333333-3333-4333-8333-333333333333";
+
+function cloneTemplate(item) {
+  return {
+    ...item,
+    items: Array.isArray(item.items) ? item.items.map((entry) => ({ ...entry })) : [],
+    created_at: new Date(item.created_at),
+    updated_at: new Date(item.updated_at),
+  };
+}
+
+function buildTemplate(overrides = {}) {
+  return {
+    id: TEMPLATE_ID,
+    name: "国内差旅报销",
+    description: "机票、火车票与市内交通占位模板",
+    items: [
+      {
+        expenseTypeId: EXPENSE_TYPE_ID,
+        description: "默认交通费",
+        defaultAmount: "88.80",
+      },
+    ],
+    sort_order: 10,
+    enabled: true,
+    created_at: new Date("2026-04-08T12:00:00.000Z"),
+    updated_at: new Date("2026-04-08T12:00:00.000Z"),
+    ...overrides,
+  };
+}
+
+async function buildApp(options = {}) {
+  const app = Fastify();
+  const actor = options.actor ?? {
+    id: ACTOR_ID,
+    permissionCodes: ["system.settings"],
+  };
+
+  const state = {
+    templates: (options.templates ?? [buildTemplate()]).map((item) => cloneTemplate(item)),
+    expenseTypes: options.expenseTypes ?? [
+      {
+        id: EXPENSE_TYPE_ID,
+        code: "travel_airfare",
+        enabled: true,
+      },
+      {
+        id: DISABLED_EXPENSE_TYPE_ID,
+        code: "transport",
+        enabled: false,
+      },
+    ],
+    auditLogs: [],
+  };
+
+  function buildPrismaLike(stateRef) {
+    return {
+      reimbursementTemplate: {
+        findMany: vi.fn(async ({ where, orderBy } = {}) => {
+          let items = stateRef.templates.filter((item) => {
+            if (typeof where?.enabled === "boolean" && item.enabled !== where.enabled) {
+              return false;
+            }
+            return true;
+          });
+
+          if (Array.isArray(orderBy)) {
+            items = items.sort((left, right) => {
+              if (left.sort_order !== right.sort_order) {
+                return left.sort_order - right.sort_order;
+              }
+              return left.name.localeCompare(right.name, "zh-CN");
+            });
+          }
+
+          return items.map((item) => cloneTemplate(item));
+        }),
+        findUnique: vi.fn(async ({ where }) => {
+          const found = stateRef.templates.find((item) => item.id === where.id) ?? null;
+          return found ? cloneTemplate(found) : null;
+        }),
+        create: vi.fn(async ({ data }) => {
+          const record = buildTemplate({
+            id: `66666666-6666-4666-8666-${String(stateRef.templates.length + 1).padStart(12, "0")}`,
+            name: data.name,
+            description: data.description ?? null,
+            items: data.items ?? [],
+            sort_order: data.sort_order ?? 0,
+            enabled: data.enabled ?? true,
+            created_at: data.created_at,
+            updated_at: data.updated_at,
+          });
+          stateRef.templates.push(record);
+          return cloneTemplate(record);
+        }),
+        update: vi.fn(async ({ where, data }) => {
+          const index = stateRef.templates.findIndex((item) => item.id === where.id);
+          if (index < 0) {
+            throw new AppError({ code: "SYS_404", message: "Not Found", statusCode: 404 });
+          }
+          const next = {
+            ...stateRef.templates[index],
+            ...data,
+          };
+          stateRef.templates[index] = next;
+          return cloneTemplate(next);
+        }),
+        findFirst: vi.fn(async ({ where }) => {
+          const found = stateRef.templates.find((item) => item.id === where.id && item.enabled === where.enabled) ?? null;
+          return found ? cloneTemplate(found) : null;
+        }),
+      },
+      expenseType: {
+        findMany: vi.fn(async ({ where }) => {
+          const ids = where?.id?.in ?? [];
+          return stateRef.expenseTypes.filter(
+            (item) => ids.includes(item.id) && item.enabled === where.enabled,
+          );
+        }),
+      },
+      auditLog: {
+        create: vi.fn(async ({ data }) => {
+          stateRef.auditLogs.push(data);
+          return { id: `audit-${stateRef.auditLogs.length}` };
+        }),
+      },
+    };
+  }
+
+  const prisma = buildPrismaLike(state);
+  prisma.$transaction = vi.fn(async (callback) => {
+    const txState = {
+      templates: state.templates.map((item) => cloneTemplate(item)),
+      expenseTypes: state.expenseTypes.map((item) => ({ ...item })),
+      auditLogs: state.auditLogs.map((item) => ({ ...item })),
+    };
+    const tx = buildPrismaLike(txState);
+    const result = await callback(tx);
+    state.templates = txState.templates;
+    state.expenseTypes = txState.expenseTypes;
+    state.auditLogs = txState.auditLogs;
+    return result;
+  });
+
+  app.decorate("authenticate", async (request) => {
+    request.employee = actor;
+  });
+  app.decorate("requirePermission", (permissionCode) => async (request) => {
+    request.employee = actor;
+    const permissionCodes = actor.permissionCodes ?? [];
+    if (!permissionCodes.includes("*") && !permissionCodes.includes(permissionCode)) {
+      throw new AppError({ code: "PERM_001", message: "无权限", statusCode: 403 });
+    }
+  });
+  app.decorate("prisma", prisma);
+  app.setErrorHandler((error, request, reply) => {
+    reply.status(error.statusCode || 500).send({
+      requestId: request.id,
+      error: {
+        code: error.code || "SYS_001",
+        message: error.message,
+        details: error.details ?? null,
+      },
+    });
+  });
+
+  await app.register(reimbursementTemplatesRoutes, { prefix: "/api" });
+  return { app, state, prisma };
+}
+
+describe("reimbursement template routes", () => {
+  it("allows authenticated users to list templates with enabled filter", async () => {
+    const { app } = await buildApp({
+      actor: {
+        id: ACTOR_ID,
+        permissionCodes: [],
+      },
+      templates: [
+        buildTemplate(),
+        buildTemplate({
+          id: "44444444-4444-4444-8444-444444444444",
+          name: "停用模板",
+          enabled: false,
+        }),
+      ],
+    });
+
+    const response = await app.inject({
+      method: "GET",
+      url: "/api/reimbursement-templates?enabled=true",
+    });
+
+    expect(response.statusCode).toBe(200);
+    expect(response.json().data).toEqual({
+      enabled: true,
+      items: [
+        expect.objectContaining({
+          id: TEMPLATE_ID,
+          name: "国内差旅报销",
+          enabled: true,
+        }),
+      ],
+    });
+
+    await app.close();
+  });
+
+  it("creates, updates and soft deletes a template with audit logs", async () => {
+    const { app, state } = await buildApp();
+
+    const createResponse = await app.inject({
+      method: "POST",
+      url: "/api/reimbursement-templates",
+      payload: {
+        name: "办公用品报销",
+        description: "默认办公用品采购占位",
+        items: [
+          {
+            expenseTypeId: EXPENSE_TYPE_ID,
+            description: "办公耗材",
+            defaultAmount: "123.40",
+          },
+        ],
+        sortOrder: 5,
+        enabled: true,
+      },
+    });
+
+    expect(createResponse.statusCode).toBe(200);
+    const createdId = createResponse.json().data.id;
+    expect(state.auditLogs).toHaveLength(1);
+    expect(state.auditLogs[0].action).toBe("REIMBURSEMENT_TEMPLATE_CREATED");
+
+    const updateResponse = await app.inject({
+      method: "PATCH",
+      url: `/api/reimbursement-templates/${createdId}`,
+      payload: {
+        name: "办公用品报销模板",
+        enabled: false,
+      },
+    });
+
+    expect(updateResponse.statusCode).toBe(200);
+    expect(updateResponse.json().data).toEqual(
+      expect.objectContaining({
+        id: createdId,
+        name: "办公用品报销模板",
+        enabled: false,
+      }),
+    );
+
+    const deleteResponse = await app.inject({
+      method: "DELETE",
+      url: `/api/reimbursement-templates/${createdId}`,
+    });
+
+    expect(deleteResponse.statusCode).toBe(200);
+    expect(deleteResponse.json().data).toEqual(
+      expect.objectContaining({
+        id: createdId,
+        enabled: false,
+      }),
+    );
+    expect(state.auditLogs.map((item) => item.action)).toEqual([
+      "REIMBURSEMENT_TEMPLATE_CREATED",
+      "REIMBURSEMENT_TEMPLATE_UPDATED",
+    ]);
+
+    await app.close();
+  });
+
+  it("rejects invalid item schema and disabled expense types", async () => {
+    const { app } = await buildApp();
+
+    const invalidSchemaResponse = await app.inject({
+      method: "POST",
+      url: "/api/reimbursement-templates",
+      payload: {
+        name: "坏模板",
+        items: [
+          {
+            expenseTypeId: EXPENSE_TYPE_ID,
+            description: "无效金额",
+            defaultAmount: 18.8,
+          },
+        ],
+      },
+    });
+
+    expect(invalidSchemaResponse.statusCode).toBe(400);
+
+    const invalidExpenseTypeResponse = await app.inject({
+      method: "POST",
+      url: "/api/reimbursement-templates",
+      payload: {
+        name: "禁用费用类型模板",
+        items: [
+          {
+            expenseTypeId: DISABLED_EXPENSE_TYPE_ID,
+            description: "旧费用类型",
+            defaultAmount: "9.90",
+          },
+        ],
+      },
+    });
+
+    expect(invalidExpenseTypeResponse.statusCode).toBe(409);
+    expect(invalidExpenseTypeResponse.json().error).toEqual(
+      expect.objectContaining({
+        code: "VALID_001",
+        details: expect.objectContaining({
+          items: [
+            expect.objectContaining({
+              expenseTypeId: DISABLED_EXPENSE_TYPE_ID,
+              reason: "expense_type_not_found_or_disabled",
+            }),
+          ],
+        }),
+      }),
+    );
+
+    await app.close();
+  });
+
+  it("blocks management actions without system.settings", async () => {
+    const { app } = await buildApp({
+      actor: {
+        id: ACTOR_ID,
+        permissionCodes: [],
+      },
+    });
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/reimbursement-templates",
+      payload: {
+        name: "无权限模板",
+      },
+    });
+
+    expect(response.statusCode).toBe(403);
+
+    await app.close();
+  });
+});

server/tests/unit/routes/reimbursements.create.test.js

@@ -0,0 +1,681 @@
+const Fastify = require("fastify");
+
+const { AppError } = require("../../../src/utils/AppError");
+const cutover = require("../../../src/services/cutover");
+const delegationUtils = require("../../../src/utils/delegation");
+
+const ensureCutoverAllowedMock = vi.fn();
+const findActiveDelegationForDelegateMock = vi.fn();
+const listActiveDelegationPrincipalsMock = vi.fn();
+
+const originalEnsureCutoverAllowed = cutover.ensureCutoverAllowed;
+const originalFindActiveDelegationForDelegate = delegationUtils.findActiveDelegationForDelegate;
+const originalListActiveDelegationPrincipals = delegationUtils.listActiveDelegationPrincipals;
+
+cutover.ensureCutoverAllowed = ensureCutoverAllowedMock;
+delegationUtils.findActiveDelegationForDelegate = findActiveDelegationForDelegateMock;
+delegationUtils.listActiveDelegationPrincipals = listActiveDelegationPrincipalsMock;
+
+delete require.cache[require.resolve("../../../src/routes/reimbursements")];
+const reimbursementRoutes = require("../../../src/routes/reimbursements");
+
+const ACTOR_ID = "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa";
+const OWNER_ID = "bbbbbbbb-bbbb-4bbb-8bbb-bbbbbbbbbbbb";
+const DEPARTMENT_ID = "cccccccc-cccc-4ccc-8ccc-cccccccccccc";
+const TEMPLATE_ID = "dddddddd-dddd-4ddd-8ddd-dddddddddddd";
+const TRAVEL_ID = "eeeeeeee-eeee-4eee-8eee-eeeeeeeeeeee";
+const ALT_TRAVEL_ID = "ffffffff-ffff-4fff-8fff-ffffffffffff";
+const AIRFARE_TYPE_ID = "11111111-1111-4111-8111-111111111111";
+const TRAIN_TYPE_ID = "22222222-2222-4222-8222-222222222222";
+const BUS_TYPE_ID = "33333333-3333-4333-8333-333333333333";
+const TAXI_TYPE_ID = "44444444-4444-4444-8444-444444444444";
+const TRANSPORT_TYPE_ID = "55555555-5555-4555-8555-555555555555";
+
+function cloneDate(value) {
+  return value ? new Date(value) : value;
+}
+
+function cloneTravelRequest(item) {
+  return {
+    ...item,
+    start_date: cloneDate(item.start_date),
+    end_date: cloneDate(item.end_date),
+    created_at: cloneDate(item.created_at),
+    segments: (item.segments ?? []).map((segment) => ({ ...segment, created_at: cloneDate(segment.created_at) })),
+    linked_reimbursements: (item.linked_reimbursements ?? []).map((record) => ({ ...record })),
+    travel_orders: (item.travel_orders ?? []).map((record) => ({ ...record })),
+  };
+}
+
+function buildTemplate(overrides = {}) {
+  return {
+    id: TEMPLATE_ID,
+    name: "国内差旅模板",
+    enabled: true,
+    items: [
+      {
+        expenseTypeId: AIRFARE_TYPE_ID,
+        description: "机票占位",
+        defaultAmount: "888.80",
+      },
+      {
+        expenseTypeId: BUS_TYPE_ID,
+        description: "市内交通占位",
+      },
+    ],
+    ...overrides,
+  };
+}
+
+function buildTravelRequest(overrides = {}) {
+  return cloneTravelRequest({
+    id: TRAVEL_ID,
+    request_no: "TR-20260408-001",
+    purpose: "上海客户拜访",
+    applicant_employee_id: ACTOR_ID,
+    status: "approved",
+    start_date: new Date("2026-04-10T00:00:00.000Z"),
+    end_date: new Date("2026-04-12T00:00:00.000Z"),
+    estimated_amount: "3600.00",
+    created_at: new Date("2026-04-08T12:00:00.000Z"),
+    segments: [
+      {
+        id: "segment-1",
+        sort_order: 1,
+        segment_role: "outbound",
+        transport_type: "flight",
+        from_city: "上海",
+        to_city: "深圳",
+        created_at: new Date("2026-04-08T12:00:00.000Z"),
+      },
+      {
+        id: "segment-2",
+        sort_order: 2,
+        segment_role: "return",
+        transport_type: "bus",
+        from_city: "深圳",
+        to_city: "上海",
+        created_at: new Date("2026-04-08T12:01:00.000Z"),
+      },
+    ],
+    linked_reimbursements: [],
+    travel_orders: [],
+    ...overrides,
+  });
+}
+
+async function buildApp(options = {}) {
+  const app = Fastify();
+  const actor = options.actor ?? {
+    id: ACTOR_ID,
+    department_id: DEPARTMENT_ID,
+    roleCodes: [],
+    permissionCodes: ["expense.create"],
+  };
+
+  const state = {
+    reimbursements: [],
+    reimbursementItems: [],
+    templates: (options.templates ?? [buildTemplate()]).map((item) => ({
+      ...item,
+      items: Array.isArray(item.items) ? item.items.map((entry) => ({ ...entry })) : [],
+    })),
+    employees: options.employees ?? [
+      { id: ACTOR_ID, department_id: DEPARTMENT_ID, status: "active" },
+      { id: OWNER_ID, department_id: DEPARTMENT_ID, status: "active" },
+    ],
+    expenseTypes: options.expenseTypes ?? [
+      { id: AIRFARE_TYPE_ID, code: "travel_airfare", name: "机票", category: "travel", enabled: true },
+      { id: TRAIN_TYPE_ID, code: "travel_train", name: "火车票", category: "travel", enabled: true },
+      { id: BUS_TYPE_ID, code: "travel_bus", name: "市内交通", category: "travel", enabled: true },
+      { id: TAXI_TYPE_ID, code: "travel_taxi", name: "打车费", category: "travel", enabled: true },
+      { id: TRANSPORT_TYPE_ID, code: "transport", name: "legacy-交通费", category: "travel", enabled: true },
+    ],
+    travelRequests: (options.travelRequests ?? [buildTravelRequest()]).map((item) => cloneTravelRequest(item)),
+    auditLogs: [],
+  };
+
+  function buildReimbursementSelect(record, select) {
+    if (!select) {
+      return record;
+    }
+
+    return {
+      ...(select.id ? { id: record.id } : {}),
+      ...(select.status ? { status: record.status } : {}),
+      ...(select.reimbursement_date ? { reimbursement_date: record.reimbursement_date } : {}),
+      ...(select.description ? { description: record.description } : {}),
+      ...(select.total_amount ? { total_amount: record.total_amount } : {}),
+      ...(select.form_number ? { form_number: record.form_number } : {}),
+      ...(select.owner_id ? { owner_id: record.owner_id } : {}),
+      ...(select.submitter_id ? { submitter_id: record.submitter_id } : {}),
+      ...(select.linked_travel_request_id ? { linked_travel_request_id: record.linked_travel_request_id ?? null } : {}),
+      ...(select.travel_request
+        ? {
+            travel_request: record.linked_travel_request_id
+              ? (() => {
+                  const travelRequest = state.travelRequests.find((item) => item.id === record.linked_travel_request_id);
+                  return travelRequest
+                    ? {
+                        id: travelRequest.id,
+                        request_no: travelRequest.request_no,
+                        purpose: travelRequest.purpose,
+                        start_date: travelRequest.start_date,
+                        end_date: travelRequest.end_date,
+                        estimated_amount: travelRequest.estimated_amount,
+                      }
+                    : null;
+                })()
+              : null,
+          }
+        : {}),
+    };
+  }
+
+  function buildExpenseTypeMap() {
+    return new Map(state.expenseTypes.map((item) => [item.id, item]));
+  }
+
+  function buildPrismaLike(stateRef) {
+    return {
+      employee: {
+        findUnique: vi.fn(async ({ where }) => stateRef.employees.find((item) => item.id === where.id) ?? null),
+      },
+      reimbursementTemplate: {
+        findFirst: vi.fn(async ({ where }) => {
+          return stateRef.templates.find((item) => item.id === where.id && item.enabled === where.enabled) ?? null;
+        }),
+      },
+      expenseType: {
+        findMany: vi.fn(async ({ where }) => {
+          const ids = where?.id?.in ?? null;
+          const codes = where?.code?.in ?? null;
+          return stateRef.expenseTypes.filter((item) => {
+            if (where?.enabled === true && !item.enabled) {
+              return false;
+            }
+            if (ids && !ids.includes(item.id)) {
+              return false;
+            }
+            if (codes && !codes.includes(item.code)) {
+              return false;
+            }
+            return true;
+          });
+        }),
+      },
+      travelRequest: {
+        findMany: vi.fn(async ({ where }) => {
+          return stateRef.travelRequests
+            .filter((item) => {
+              if (where?.applicant_employee_id && item.applicant_employee_id !== where.applicant_employee_id) {
+                return false;
+              }
+              if (where?.status && item.status !== where.status) {
+                return false;
+              }
+              if (where?.linked_reimbursements?.none && item.linked_reimbursements.length > 0) {
+                return false;
+              }
+              if (where?.travel_orders?.none) {
+                return item.travel_orders.every((order) => order.linked_reimbursement_id == null);
+              }
+              return true;
+            })
+            .map((item) => ({
+              id: item.id,
+              request_no: item.request_no,
+              purpose: item.purpose,
+              start_date: item.start_date,
+              end_date: item.end_date,
+              estimated_amount: item.estimated_amount,
+            }));
+        }),
+        findUnique: vi.fn(async ({ where }) => {
+          const found = stateRef.travelRequests.find((item) => item.id === where.id) ?? null;
+          return found ? cloneTravelRequest(found) : null;
+        }),
+      },
+      reimbursementForm: {
+        create: vi.fn(async ({ data, select }) => {
+          const record = {
+            id: `reimbursement-${stateRef.reimbursements.length + 1}`,
+            form_number: null,
+            submitter_id: data.submitter_id,
+            owner_id: data.owner_id,
+            department_id: data.department_id,
+            reimbursement_date: cloneDate(data.reimbursement_date),
+            total_amount: "0.00",
+            status: "draft",
+            description: data.description ?? null,
+            linked_travel_request_id: data.linked_travel_request_id ?? null,
+          };
+          stateRef.reimbursements.push(record);
+          return buildReimbursementSelect(record, select);
+        }),
+        update: vi.fn(async ({ where, data }) => {
+          const target = stateRef.reimbursements.find((item) => item.id === where.id);
+          if (!target) {
+            throw new AppError({ code: "SYS_404", message: "Not Found", statusCode: 404 });
+          }
+          Object.assign(target, data);
+          return { ...target };
+        }),
+      },
+      reimbursementItem: {
+        createMany: vi.fn(async ({ data }) => {
+          const baseLength = stateRef.reimbursementItems.length;
+          data.forEach((item, index) => {
+            stateRef.reimbursementItems.push({
+              id: `item-${baseLength + index + 1}`,
+              reimbursement_id: item.reimbursement_id,
+              expense_type_id: item.expense_type_id,
+              expense_date: cloneDate(item.expense_date),
+              amount: item.amount,
+              description: item.description,
+              created_at: new Date(`2026-04-08T12:00:${String(baseLength + index).padStart(2, "0")}.000Z`),
+            });
+          });
+          return { count: data.length };
+        }),
+        findMany: vi.fn(async ({ where }) => {
+          const expenseTypeMap = buildExpenseTypeMap();
+          return stateRef.reimbursementItems
+            .filter((item) => item.reimbursement_id === where.reimbursement_id)
+            .map((item) => ({
+              id: item.id,
+              expense_type_id: item.expense_type_id,
+              expense_date: item.expense_date,
+              amount: item.amount,
+              description: item.description,
+              expense_type: expenseTypeMap.get(item.expense_type_id) ?? null,
+            }));
+        }),
+        aggregate: vi.fn(async ({ where }) => {
+          const total = stateRef.reimbursementItems
+            .filter((item) => item.reimbursement_id === where.reimbursement_id)
+            .reduce((sum, item) => sum + Number(item.amount ?? 0), 0);
+          return { _sum: { amount: total.toFixed(2) } };
+        }),
+      },
+      auditLog: {
+        create: vi.fn(async ({ data }) => {
+          stateRef.auditLogs.push(data);
+          return { id: `audit-${stateRef.auditLogs.length}` };
+        }),
+      },
+    };
+  }
+
+  const prisma = buildPrismaLike(state);
+  prisma.$transaction = vi.fn(async (callback) => {
+    const txState = {
+      reimbursements: state.reimbursements.map((item) => ({ ...item, reimbursement_date: cloneDate(item.reimbursement_date) })),
+      reimbursementItems: state.reimbursementItems.map((item) => ({ ...item, expense_date: cloneDate(item.expense_date), created_at: cloneDate(item.created_at) })),
+      templates: state.templates.map((item) => ({ ...item, items: item.items.map((entry) => ({ ...entry })) })),
+      employees: state.employees.map((item) => ({ ...item })),
+      expenseTypes: state.expenseTypes.map((item) => ({ ...item })),
+      travelRequests: state.travelRequests.map((item) => cloneTravelRequest(item)),
+      auditLogs: state.auditLogs.map((item) => ({ ...item })),
+    };
+    const tx = buildPrismaLike(txState);
+    const result = await callback(tx);
+    state.reimbursements = txState.reimbursements;
+    state.reimbursementItems = txState.reimbursementItems;
+    state.templates = txState.templates;
+    state.employees = txState.employees;
+    state.expenseTypes = txState.expenseTypes;
+    state.travelRequests = txState.travelRequests;
+    state.auditLogs = txState.auditLogs;
+    return result;
+  });
+
+  app.decorate("prisma", prisma);
+  app.decorate("config", {
+    appTimezone: "Asia/Shanghai",
+    budgetControlMode: "warn",
+    imNotifierEnabled: false,
+    emailEnabled: false,
+  });
+  app.decorate("authenticate", async (request) => {
+    request.employee = actor;
+  });
+  app.decorate("hasPermission", (employee, permissionCode) => {
+    const permissionCodes = employee?.permissionCodes ?? [];
+    return permissionCodes.includes("*") || permissionCodes.includes(permissionCode);
+  });
+  app.decorate("requirePermission", (permissionCode) => async (request) => {
+    request.employee = actor;
+    if (!app.hasPermission(actor, permissionCode)) {
+      throw new AppError({ code: "PERM_001", message: "无权限", statusCode: 403 });
+    }
+  });
+  app.setErrorHandler((error, request, reply) => {
+    reply.status(error.statusCode || 500).send({
+      requestId: request.id,
+      error: {
+        code: error.code || "SYS_001",
+        message: error.message,
+        details: error.details ?? null,
+      },
+    });
+  });
+
+  await app.register(reimbursementRoutes, { prefix: "/api" });
+  return { app, state, prisma };
+}
+
+describe("reimbursement create enhancements", () => {
+  afterAll(() => {
+    cutover.ensureCutoverAllowed = originalEnsureCutoverAllowed;
+    delegationUtils.findActiveDelegationForDelegate = originalFindActiveDelegationForDelegate;
+    delegationUtils.listActiveDelegationPrincipals = originalListActiveDelegationPrincipals;
+  });
+
+  beforeEach(() => {
+    vi.clearAllMocks();
+    ensureCutoverAllowedMock.mockResolvedValue(undefined);
+    findActiveDelegationForDelegateMock.mockResolvedValue(null);
+    listActiveDelegationPrincipalsMock.mockResolvedValue([]);
+  });
+
+  it("keeps blank reimbursement creation working", async () => {
+    const { app, state } = await buildApp();
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        description: "空白报销",
+      },
+    });
+
+    expect(response.statusCode).toBe(200);
+    expect(response.json().data).toEqual(
+      expect.objectContaining({
+        description: "空白报销",
+        linkedTravelRequestId: null,
+        items: [],
+        totalAmount: "0.00",
+      }),
+    );
+    expect(state.reimbursementItems).toHaveLength(0);
+
+    await app.close();
+  });
+
+  it("creates reimbursement items from template", async () => {
+    const { app, state } = await buildApp();
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        templateId: TEMPLATE_ID,
+        reimbursementDate: "2026-04-09",
+      },
+    });
+
+    expect(response.statusCode).toBe(200);
+    expect(response.json().data).toEqual(
+      expect.objectContaining({
+        totalAmount: "888.80",
+        items: [
+          expect.objectContaining({
+            expenseTypeId: AIRFARE_TYPE_ID,
+            amount: "888.80",
+            expenseDate: "2026-04-09",
+          }),
+          expect.objectContaining({
+            expenseTypeId: BUS_TYPE_ID,
+            amount: "0.00",
+            expenseDate: "2026-04-09",
+          }),
+        ],
+      }),
+    );
+    expect(state.reimbursementItems).toHaveLength(2);
+
+    await app.close();
+  });
+
+  it("rejects templateId and linkedTravelRequestId when both are provided", async () => {
+    const { app } = await buildApp();
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        templateId: TEMPLATE_ID,
+        linkedTravelRequestId: TRAVEL_ID,
+      },
+    });
+
+    expect(response.statusCode).toBe(400);
+
+    await app.close();
+  });
+
+  it("creates reimbursement linked to approved travel request with generated items", async () => {
+    const { app, state } = await buildApp();
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        linkedTravelRequestId: TRAVEL_ID,
+        reimbursementDate: "2026-04-11",
+      },
+    });
+
+    expect(response.statusCode).toBe(200);
+    expect(response.json().data).toEqual(
+      expect.objectContaining({
+        description: "差旅报销 - TR-20260408-001 上海客户拜访",
+        linkedTravelRequestId: TRAVEL_ID,
+        linkedTravelRequest: expect.objectContaining({
+          requestNo: "TR-20260408-001",
+          estimatedAmount: "3600.00",
+        }),
+        items: [
+          expect.objectContaining({
+            expenseTypeId: AIRFARE_TYPE_ID,
+            description: "去程 航班 上海→深圳",
+            amount: "0.00",
+          }),
+          expect.objectContaining({
+            expenseTypeId: BUS_TYPE_ID,
+            description: "返程 大巴 深圳→上海",
+            amount: "0.00",
+          }),
+        ],
+      }),
+    );
+    expect(state.reimbursements[0].linked_travel_request_id).toBe(TRAVEL_ID);
+
+    await app.close();
+  });
+
+  it("rejects travel request linking when request is not approved, not owned, or already linked", async () => {
+    const { app } = await buildApp({
+      travelRequests: [
+        buildTravelRequest({ id: TRAVEL_ID, status: "draft" }),
+        buildTravelRequest({ id: ALT_TRAVEL_ID, applicant_employee_id: OWNER_ID }),
+        buildTravelRequest({
+          id: "99999999-9999-4999-8999-999999999999",
+          linked_reimbursements: [{ id: "reimbursement-x" }],
+        }),
+        buildTravelRequest({
+          id: "88888888-8888-4888-8888-888888888888",
+          travel_orders: [{ id: "travel-order-1", linked_reimbursement_id: "legacy-linked-reimbursement" }],
+        }),
+      ],
+    });
+
+    const notApprovedResponse = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        linkedTravelRequestId: TRAVEL_ID,
+      },
+    });
+    const notOwnedResponse = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        linkedTravelRequestId: ALT_TRAVEL_ID,
+      },
+    });
+    const linkedByNewColumnResponse = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        linkedTravelRequestId: "99999999-9999-4999-8999-999999999999",
+      },
+    });
+    const linkedByLegacyOrderResponse = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        linkedTravelRequestId: "88888888-8888-4888-8888-888888888888",
+      },
+    });
+
+    expect(notApprovedResponse.statusCode).toBe(409);
+    expect(notOwnedResponse.statusCode).toBe(409);
+    expect(linkedByNewColumnResponse.statusCode).toBe(409);
+    expect(linkedByLegacyOrderResponse.statusCode).toBe(409);
+
+    await app.close();
+  });
+
+  it("rejects travel request linking when mapped expense type is missing", async () => {
+    const { app } = await buildApp({
+      travelRequests: [
+        buildTravelRequest({
+          segments: [
+            {
+              id: "segment-x",
+              sort_order: 1,
+              segment_role: "outbound",
+              transport_type: "other",
+              from_city: "上海",
+              to_city: "杭州",
+              created_at: new Date("2026-04-08T12:02:00.000Z"),
+            },
+          ],
+        }),
+      ],
+      expenseTypes: [
+        { id: AIRFARE_TYPE_ID, code: "travel_airfare", name: "机票", category: "travel", enabled: true },
+      ],
+    });
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        linkedTravelRequestId: TRAVEL_ID,
+      },
+    });
+
+    expect(response.statusCode).toBe(409);
+    expect(response.json().error.details).toEqual(
+      expect.objectContaining({
+        linkedTravelRequestId: "missing_expense_type_mapping",
+        expenseTypeCode: "transport",
+      }),
+    );
+
+    await app.close();
+  });
+
+  it("lists only linkable approved travel requests and supports proxy owner", async () => {
+    findActiveDelegationForDelegateMock.mockResolvedValue({
+      id: "delegation-1",
+    });
+
+    const { app } = await buildApp({
+      actor: {
+        id: ACTOR_ID,
+        department_id: DEPARTMENT_ID,
+        roleCodes: ["administration"],
+        permissionCodes: ["expense.create", "expense.proxy_submit"],
+      },
+      travelRequests: [
+        buildTravelRequest({
+          id: TRAVEL_ID,
+          applicant_employee_id: OWNER_ID,
+          request_no: "TR-OWNER-001",
+        }),
+        buildTravelRequest({
+          id: ALT_TRAVEL_ID,
+          applicant_employee_id: OWNER_ID,
+          linked_reimbursements: [{ id: "linked-reimbursement" }],
+        }),
+        buildTravelRequest({
+          id: "77777777-7777-4777-8777-777777777777",
+          applicant_employee_id: OWNER_ID,
+          travel_orders: [{ id: "travel-order-2", linked_reimbursement_id: "legacy-link" }],
+        }),
+      ],
+    });
+
+    const response = await app.inject({
+      method: "GET",
+      url: `/api/reimbursements/linkable-travel-requests?ownerEmployeeId=${OWNER_ID}`,
+    });
+
+    expect(response.statusCode).toBe(200);
+    expect(response.json().data).toEqual({
+      ownerEmployeeId: OWNER_ID,
+      items: [
+        expect.objectContaining({
+          id: TRAVEL_ID,
+          requestNo: "TR-OWNER-001",
+        }),
+      ],
+    });
+
+    await app.close();
+  });
+
+  it("supports proxy owner when linking travel request during creation", async () => {
+    findActiveDelegationForDelegateMock.mockResolvedValue({
+      id: "delegation-2",
+    });
+
+    const { app } = await buildApp({
+      actor: {
+        id: ACTOR_ID,
+        department_id: DEPARTMENT_ID,
+        roleCodes: ["administration"],
+        permissionCodes: ["expense.create", "expense.proxy_submit"],
+      },
+      travelRequests: [
+        buildTravelRequest({
+          applicant_employee_id: OWNER_ID,
+        }),
+      ],
+    });
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/reimbursements",
+      payload: {
+        ownerEmployeeId: OWNER_ID,
+        linkedTravelRequestId: TRAVEL_ID,
+      },
+    });
+
+    expect(response.statusCode).toBe(200);
+    expect(response.json().data).toEqual(
+      expect.objectContaining({
+        ownerId: OWNER_ID,
+        linkedTravelRequestId: TRAVEL_ID,
+      }),
+    );
+
+    await app.close();
+  });
+});