收口付款批次创建与复核（08-01-reimbursement-notification-progress-clarity）

client/src/api/errorMessages.ts

@@ -173,6 +173,14 @@ export function mapApiErrorMessage(
       return "当前批次状态不允许继续复核。";
     }
 
+    if (details?.review === "no_eligible_reviewer") {
+      return "当前没有可复核人（复核人必须是非制单人且在职），请联系管理员。";
+    }
+
+    if (details?.receiptAttachments === "bank_receipt_required") {
+      return "请先上传银行回单，再登记付款完成。";
+    }
+
     if (details?.transfer === "chain_limit_exceeded") {
       return "当前任务转审次数已达上限。";
     }

client/src/api/paymentBatches.ts

@@ -123,7 +123,7 @@ export async function fetchPaymentBatchCandidates(query: { q?: string; page?: nu
 
 export async function createPaymentBatch(payload: {
   entityType: PaymentBatchEntityType;
-  name: string;
+  name?: string;
   entityIds: string[];
   defaultPaymentDate?: string;
   defaultPaymentChannel?: PaymentChannel;

client/src/lib/paymentBatchDisplay.ts

@@ -0,0 +1,14 @@
+import type { PaymentBatchStatus } from "../api/paymentBatches";
+
+const PAYMENT_BATCH_STATUS_LABELS: Record<PaymentBatchStatus, string> = {
+  draft: "待付款复核",
+  reviewed: "待财务付款",
+  executed: "已付款",
+  failed: "付款登记失败",
+  cancelled: "已取消",
+};
+
+export function paymentBatchStatusLabel(value: PaymentBatchStatus | string | null | undefined) {
+  if (!value) return "-";
+  return PAYMENT_BATCH_STATUS_LABELS[value as PaymentBatchStatus] ?? value;
+}

client/src/pages/ApOperationsPage.tsx

@@ -65,6 +65,7 @@ import {
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "../components/ui/tabs";
 import { downloadBlob } from "../lib/download";
 import { formatDisplayDate, formatDisplayDateTime } from "../lib/displayFormat";
+import { paymentBatchStatusLabel } from "../lib/paymentBatchDisplay";
 
 type OperationsTab = "ledger" | "pending" | "failed" | "risk" | "reconciliation";
 type RiskActionType = "resolve" | "dismiss";
@@ -138,15 +139,6 @@ function entityTypeLabel(value: string) {
   return value || "-";
 }
 
-function batchStatusLabel(value: string) {
-  if (value === "draft") return "草稿";
-  if (value === "reviewed") return "已复核";
-  if (value === "executed") return "已执行";
-  if (value === "failed") return "执行失败";
-  if (value === "cancelled") return "已取消";
-  return value || "-";
-}
-
 function reimbursementStatusLabel(value: string) {
   if (value === "draft") return "草稿";
   if (value === "reviewing") return "审批中";
@@ -961,7 +953,7 @@ export function ApOperationsPage() {
                               <span
                                 className={`inline-flex rounded-full border px-2 py-0.5 text-xs font-medium ${statusBadgeClass(item.status)}`}
                               >
-                                {batchStatusLabel(item.status)}
+                                {paymentBatchStatusLabel(item.status)}
                               </span>
                               {item.highRisk ? (
                                 <span className="inline-flex rounded-full border border-red-200 bg-red-50 px-2 py-0.5 text-xs font-medium text-red-700">

client/src/pages/PaymentBatchesPage.tsx

@@ -47,19 +47,10 @@ import { StatusBadge } from "../components/common/StatusBadge";
 import { DateTextInput } from "../components/common/DateTextInput";
 import { downloadBlob } from "../lib/download";
 import { formatDisplayDate, formatDisplayDateTime } from "../lib/displayFormat";
+import { paymentBatchStatusLabel } from "../lib/paymentBatchDisplay";
 import { toast } from "sonner";
 
 const PAYMENT_CHANNEL_OPTIONS: PaymentChannel[] = ["bank", "alipay", "wechat", "cash", "other"];
-const UUID_PATTERN = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
-
-function batchStatusLabel(value: string) {
-  if (value === "draft") return "草稿";
-  if (value === "reviewed") return "已复核";
-  if (value === "executed") return "已执行";
-  if (value === "failed") return "执行失败";
-  if (value === "cancelled") return "已取消";
-  return value || "-";
-}
 
 function entityTypeLabel(value: string) {
   if (value === "reimbursement") return "报销";
@@ -79,23 +70,13 @@ function paymentChannelLabel(value: PaymentChannel | string | null | undefined)
 function paymentItemStatusLabel(value: string) {
   if (value === "pending") return "待付款";
   if (value === "paid") return "已支付";
-  if (value === "executed") return "已执行";
+  if (value === "executed") return "已付款";
   if (value === "failed") return "付款失败";
   if (value === "cancelled") return "已取消";
   if (value === "skipped") return "已跳过";
   return value || "-";
 }
 
-function reviewNextStepLabel(value: PaymentBatch["reviewRequirement"]["nextStep"]) {
-  if (value === "first_review") return "等待独立复核";
-  return "可执行付款标记";
-}
-
-function reviewerDisplayName(value: string | null | undefined) {
-  if (!value) return "";
-  return UUID_PATTERN.test(value) ? "已记录" : value;
-}
-
 function formatFileSize(value: number) {
   if (!Number.isFinite(value) || value <= 0) return "-";
   if (value < 1024) return `${value} B`;
@@ -119,14 +100,9 @@ export function PaymentBatchesPage() {
   const canReviewBatch =
     hasPermission(permissions, "payment.batch.review") &&
     (me?.roleCodes.includes("manager") || me?.roleCodes.includes("ceo"));
-  const [name, setName] = useState("");
   const [candidateSearch, setCandidateSearch] = useState("");
   const [selectedCandidateIds, setSelectedCandidateIds] = useState<string[]>([]);
-  const [defaultPaymentDate, setDefaultPaymentDate] = useState("");
-  const [defaultPaymentChannel, setDefaultPaymentChannel] = useState<PaymentChannel | "">("");
-  const [voucherPrefix, setVoucherPrefix] = useState("");
   const receiptInputRef = useRef<HTMLInputElement | null>(null);
-  const [selectedReceiptFiles, setSelectedReceiptFiles] = useState<File[]>([]);
   const [error, setError] = useState("");
   const [showCreatePanel, setShowCreatePanel] = useState(false);
   const [confirmPaymentAction, setConfirmPaymentAction] = useState<{
@@ -172,9 +148,11 @@ export function PaymentBatchesPage() {
     canManageBatch &&
     !!selectedBatch &&
     selectedBatch.status !== "cancelled";
+  const canUploadReceipt = canEditReceiptAttachments && receiptAttachmentsQuery.isSuccess;
   const canReviewSelectedBatch =
     canReviewBatch &&
     !!selectedBatch &&
+    selectedBatch.createdBy !== me?.id &&
     (
       selectedBatch.status === "draft" && selectedBatch.reviewRequirement.nextStep === "first_review"
     );
@@ -183,6 +161,16 @@ export function PaymentBatchesPage() {
     !!selectedBatch &&
     ["reviewed", "failed"].includes(selectedBatch.status) &&
     selectedBatch.reviewRequirement.nextStep === "ready_for_execute";
+  const requiresBankReceipt = Boolean(selectedBatch?.items.some((item) =>
+    ["pending", "failed"].includes(item.status) &&
+    (item.paymentChannelOverride ?? selectedBatch.defaultPaymentChannel) === "bank",
+  ));
+  const activeReceiptCount = (receiptAttachmentsQuery.data?.items ?? []).filter((item) => !item.archivedAt).length;
+  const needsBankReceipt =
+    canExecuteSelectedBatch && requiresBankReceipt && receiptAttachmentsQuery.isSuccess && activeReceiptCount === 0;
+  const canRegisterPaymentComplete =
+    canExecuteSelectedBatch &&
+    (!requiresBankReceipt || (receiptAttachmentsQuery.isSuccess && activeReceiptCount > 0));
   const canCancelSelectedBatch =
     canManageBatch &&
     !!selectedBatch &&
@@ -205,11 +193,7 @@ export function PaymentBatchesPage() {
     mutationFn: async () =>
       createPaymentBatch({
         entityType: "reimbursement",
-        name: name.trim() || "报销付款批次",
         entityIds: selectedCandidateIds,
-        defaultPaymentDate: defaultPaymentDate || undefined,
-        defaultPaymentChannel: defaultPaymentChannel || undefined,
-        voucherPrefix: voucherPrefix || undefined,
       }),
     onSuccess: async ({ item }) => {
       setError("");
@@ -219,7 +203,7 @@ export function PaymentBatchesPage() {
       next.set("id", item.id);
       setSearchParams(next, { replace: true });
       await refresh();
-      toast.success("付款批次已创建");
+      toast.success("已提交付款复核，等待负责人处理");
     },
     onError: (err) => {
       const message = resolveError(err);
@@ -251,7 +235,7 @@ export function PaymentBatchesPage() {
     onSuccess: async () => {
       setError("");
       await refresh();
-      toast.success("付款批次已执行");
+      toast.success("付款已登记完成");
     },
     onError: (err) => {
       const message = resolveError(err);
@@ -296,18 +280,17 @@ export function PaymentBatchesPage() {
   });
 
   const uploadReceiptMutation = useMutation({
-    mutationFn: async () => {
+    mutationFn: async (files: File[]) => {
       if (!selectedBatch) {
         throw new Error("请先选择付款批次");
       }
-      if (!selectedReceiptFiles.length) {
+      if (!files.length) {
         throw new Error("请选择银行回单附件");
       }
-      return uploadPaymentBatchReceiptAttachments(selectedBatch.id, selectedReceiptFiles);
+      return uploadPaymentBatchReceiptAttachments(selectedBatch.id, files);
     },
     onSuccess: async () => {
       setError("");
-      setSelectedReceiptFiles([]);
       if (receiptInputRef.current) {
         receiptInputRef.current.value = "";
       }
@@ -400,16 +383,6 @@ export function PaymentBatchesPage() {
               当前账号仅可查看批次并执行复核，创建与编辑入口仅对付款批次管理员开放。
             </div>
           ) : null}
-          <div className="space-y-2">
-            <Label>批次名称</Label>
-            <Input
-              data-testid="payment-batch-create-name"
-              value={name}
-              disabled={!canManageBatch}
-              onChange={(event) => setName(event.target.value)}
-              placeholder="例如：2026Q2-财务付款批次-01"
-            />
-          </div>
           <div className="space-y-2">
             <Label>选择待付款报销</Label>
             <Input
@@ -457,44 +430,12 @@ export function PaymentBatchesPage() {
                 <div className="px-2 py-3 text-sm text-zinc-500">没有可加入批次的已审批报销。</div>
               ) : null}
             </div>
-            <div className="text-xs text-zinc-500">已选择 {selectedCandidateIds.length} 项；创建时服务端会再次核对审批和付款状态。</div>
-          </div>
-          <div className="grid gap-3 md:grid-cols-3">
-            <div className="space-y-2">
-              <Label>默认付款日期</Label>
-              <DateTextInput
-                data-testid="payment-batch-create-payment-date"
-                value={defaultPaymentDate}
-                disabled={!canManageBatch}
-                onChange={(event) => setDefaultPaymentDate(event.target.value)}
-              />
-            </div>
-            <div className="space-y-2">
-              <Label>默认渠道</Label>
-              <select
-                className="select-std"
-                data-testid="payment-batch-create-payment-channel"
-                value={defaultPaymentChannel}
-                disabled={!canManageBatch}
-                onChange={(event) => setDefaultPaymentChannel((event.target.value as PaymentChannel | "") || "")}
-              >
-                <option value="">不设置</option>
-                {PAYMENT_CHANNEL_OPTIONS.map((item) => <option key={item} value={item}>{paymentChannelLabel(item)}</option>)}
-              </select>
-            </div>
-            <div className="space-y-2">
-              <Label>凭证前缀</Label>
-              <Input
-                data-testid="payment-batch-create-voucher-prefix"
-                value={voucherPrefix}
-                disabled={!canManageBatch}
-                onChange={(event) => setVoucherPrefix(event.target.value)}
-                placeholder="例如 PBX"
-              />
+            <div className="text-xs text-zinc-500">
+              已选择 {selectedCandidateIds.length} 项；系统自动生成编号和标题，默认按银行转账提交负责人复核。
             </div>
           </div>
           <Button type="button" disabled={createMutation.isPending || !canManageBatch || selectedCandidateIds.length === 0} onClick={() => createMutation.mutate()}>
-            {createMutation.isPending ? "创建中..." : "创建批次"}
+            {createMutation.isPending ? "提交中..." : "创建并提交复核"}
           </Button>
         </div>
       ) : null}
@@ -514,11 +455,10 @@ export function PaymentBatchesPage() {
                     </div>
                   </div>
                   <div className="flex flex-wrap gap-2">
-                    {canReviewBatch ? (
+                    {canReviewSelectedBatch ? (
                       <Button
                         type="button"
-                        variant="secondary"
-                        disabled={reviewMutation.isPending || !canReviewSelectedBatch}
+                        disabled={reviewMutation.isPending}
                         onClick={() => setConfirmPaymentAction({
                           kind: "financeReview",
                           batchId: selectedBatch.id,
@@ -527,13 +467,22 @@ export function PaymentBatchesPage() {
                           totalAmount: selectedBatch.totalAmount,
                         })}
                       >
-                        复核
+                        复核通过
                       </Button>
                     ) : null}
-                    {canManageBatch ? (
+                    {needsBankReceipt ? (
                       <Button
                         type="button"
-                        disabled={executeMutation.isPending || !canExecuteSelectedBatch}
+                        disabled={uploadReceiptMutation.isPending}
+                        onClick={() => receiptInputRef.current?.click()}
+                      >
+                        {uploadReceiptMutation.isPending ? "上传中..." : "上传银行回单"}
+                      </Button>
+                    ) : null}
+                    {canRegisterPaymentComplete ? (
+                      <Button
+                        type="button"
+                        disabled={executeMutation.isPending}
                         onClick={() => setConfirmPaymentAction({
                           kind: "financePayment",
                           batchId: selectedBatch.id,
@@ -542,7 +491,7 @@ export function PaymentBatchesPage() {
                           totalAmount: selectedBatch.totalAmount,
                         })}
                       >
-                        执行
+                        登记付款完成
                       </Button>
                     ) : null}
                     {canManageBatch ? (
@@ -565,7 +514,7 @@ export function PaymentBatchesPage() {
                   </div>
                 </div>
                 <div className="detail-fact-grid text-sm xl:grid-cols-6">
-                  <div className="detail-fact-card"><div className="detail-fact-card__label">状态</div><div className="detail-fact-card__value">{batchStatusLabel(selectedBatch.status)}</div></div>
+                  <div className="detail-fact-card"><div className="detail-fact-card__label">状态</div><div className="detail-fact-card__value">{paymentBatchStatusLabel(selectedBatch.status)}</div></div>
                   <div className="detail-fact-card"><div className="detail-fact-card__label">实体</div><div className="detail-fact-card__value">{entityTypeLabel(selectedBatch.entityType)}</div></div>
                   <div className="detail-fact-card"><div className="detail-fact-card__label">总金额</div><div className="detail-fact-card__value">{selectedBatch.totalAmount}</div></div>
                   <div className="detail-fact-card"><div className="detail-fact-card__label">默认日期</div><div className="detail-fact-card__value">{formatDisplayDate(selectedBatch.defaultPaymentDate)}</div></div>
@@ -573,10 +522,20 @@ export function PaymentBatchesPage() {
                   <div className="detail-fact-card"><div className="detail-fact-card__label">复核进度</div><div className="detail-fact-card__value">{selectedBatch.reviewRequirement.completedReviewCount}/{selectedBatch.reviewRequirement.requiredReviewCount}</div></div>
                 </div>
                 <div className="rounded-lg border border-zinc-200 bg-zinc-50 px-3 py-3 text-sm text-zinc-600">
-                  当前要求：单次独立复核后可执行。
-                  {selectedBatch.highRisk ? ` 批次金额达到 ${selectedBatch.reviewRequirement.thresholdAmount}，执行前需再次核对付款对象、金额和回单，但不增加审批层级。` : ""}
-                  下一步：{reviewNextStepLabel(selectedBatch.reviewRequirement.nextStep)}。
-                  {selectedBatch.reviewedBy ? ` 复核人：${reviewerDisplayName(selectedBatch.reviewedBy)}` : ""}
+                  {selectedBatch.status === "draft"
+                    ? "已提交付款复核，等待负责人处理；制单人不能复核自己的批次。"
+                    : selectedBatch.status === "reviewed" && requiresBankReceipt && !receiptAttachmentsQuery.isSuccess
+                      ? "付款复核已通过，正在核对银行回单状态。"
+                    : selectedBatch.status === "reviewed" && needsBankReceipt
+                      ? "付款复核已通过。请财务先在线下银行完成付款，再上传银行回单。"
+                      : selectedBatch.status === "reviewed"
+                        ? "付款复核已通过。请财务核对付款结果并登记付款完成。"
+                        : selectedBatch.status === "executed"
+                          ? "付款已登记完成。"
+                          : selectedBatch.status === "failed"
+                            ? "付款登记失败，请财务核对失败原因后重试。"
+                            : "该付款批次已取消。"}
+                  {selectedBatch.highRisk ? ` 批次金额达到 ${selectedBatch.reviewRequirement.thresholdAmount}，处理前需再次核对付款对象、金额和回单，但不增加审批层级。` : ""}
                   {selectedBatch.cancelledReason ? ` 取消原因：${selectedBatch.cancelledReason}` : ""}
                 </div>
               </div>
@@ -585,9 +544,9 @@ export function PaymentBatchesPage() {
                 <div className="flex flex-wrap items-start justify-between gap-3">
                   <div>
                     <h3 className="text-base font-semibold text-zinc-900">银行回单附件</h3>
-                    <p className="mt-1 text-sm text-zinc-500">先在网银完成对公付款，再上传银行回单并执行 OA 已付款标记。</p>
+                    <p className="mt-1 text-sm text-zinc-500">先在线下银行完成付款，再上传回单；系统不会连接银行自动转账。</p>
                   </div>
-                  {canManageBatch ? (
+                  {canUploadReceipt ? (
                     <div className="flex flex-wrap items-center gap-2">
                       <input
                         ref={receiptInputRef}
@@ -596,35 +555,35 @@ export function PaymentBatchesPage() {
                         className="hidden"
                         accept=".pdf,image/jpeg,image/png,image/webp"
                         multiple
-                        disabled={!canEditReceiptAttachments || uploadReceiptMutation.isPending}
-                        onChange={(event) => setSelectedReceiptFiles(Array.from(event.target.files ?? []))}
+                        disabled={uploadReceiptMutation.isPending}
+                        onChange={(event) => {
+                          const files = Array.from(event.target.files ?? []);
+                          if (files.length) uploadReceiptMutation.mutate(files);
+                        }}
                       />
                       <Button
                         type="button"
                         variant="secondary"
-                        disabled={!canEditReceiptAttachments || uploadReceiptMutation.isPending}
+                        disabled={uploadReceiptMutation.isPending}
                         onClick={() => receiptInputRef.current?.click()}
                       >
-                        选择回单
-                      </Button>
-                      <Button
-                        type="button"
-                        disabled={!canEditReceiptAttachments || uploadReceiptMutation.isPending || selectedReceiptFiles.length === 0}
-                        onClick={() => uploadReceiptMutation.mutate()}
-                      >
-                        {uploadReceiptMutation.isPending ? "上传中..." : "上传"}
+                        {uploadReceiptMutation.isPending ? "上传中..." : "上传银行回单"}
                       </Button>
                     </div>
                   ) : null}
                 </div>
-                {selectedReceiptFiles.length ? (
-                  <div className="rounded-lg border border-zinc-200 bg-zinc-50 px-3 py-2 text-sm text-zinc-600">
-                    待上传：{selectedReceiptFiles.map((file) => file.name).join("、")}
-                  </div>
-                ) : null}
                 {receiptAttachmentsQuery.isError ? (
-                  <div className="rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
-                    {resolveError(receiptAttachmentsQuery.error)}
+                  <div className="flex flex-wrap items-center justify-between gap-2 rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+                    <span>{resolveError(receiptAttachmentsQuery.error)}</span>
+                    <Button
+                      type="button"
+                      size="sm"
+                      variant="secondary"
+                      disabled={receiptAttachmentsQuery.isFetching}
+                      onClick={() => void receiptAttachmentsQuery.refetch()}
+                    >
+                      {receiptAttachmentsQuery.isFetching ? "重新加载中..." : "重新加载"}
+                    </Button>
                   </div>
                 ) : null}
                 <div className="space-y-2">
@@ -671,9 +630,9 @@ export function PaymentBatchesPage() {
                       </div>
                     </div>
                   ))}
-                  {!receiptAttachmentsQuery.isLoading && !(receiptAttachmentsQuery.data?.items ?? []).length ? (
+                  {receiptAttachmentsQuery.isSuccess && !(receiptAttachmentsQuery.data?.items ?? []).length ? (
                     <div className="rounded-lg border border-zinc-200 px-3 py-3 text-sm text-zinc-500">
-                      暂无银行回单附件；默认银行渠道执行前需要上传至少一份回单。
+                      暂无银行回单；银行转账必须先上传回单，才能登记付款完成。
                     </div>
                   ) : null}
                 </div>
@@ -752,7 +711,7 @@ export function PaymentBatchesPage() {
               >
                 <div className="flex items-center justify-between gap-3">
                   <div className="font-medium text-zinc-900">{item.batchNo}</div>
-                  <StatusBadge status={item.status} label={batchStatusLabel(item.status)} />
+                  <StatusBadge status={item.status} label={paymentBatchStatusLabel(item.status)} />
                 </div>
                 <div className="mt-1 text-sm text-zinc-600">{item.name}</div>
                 <div className="mt-1 text-xs text-zinc-500">
@@ -790,7 +749,7 @@ export function PaymentBatchesPage() {
                     </td>
                     <td className="table-td">
                       <div className="flex flex-wrap items-center gap-2">
-                        <StatusBadge status={item.status} label={batchStatusLabel(item.status)} />
+                        <StatusBadge status={item.status} label={paymentBatchStatusLabel(item.status)} />
                         {item.highRisk ? <span className="badge-warning">高风险</span> : null}
                       </div>
                     </td>
@@ -834,8 +793,8 @@ export function PaymentBatchesPage() {
               ? `该批次金额为 ${confirmPaymentAction.totalAmount}，请核对付款对象和金额。确认后完成一次独立复核，不增加第二审批层级。`
               : "确认后将完成一次独立复核并写入付款批次审计记录。"
             : confirmPaymentAction?.highRisk
-              ? `这是高额付款批次，金额 ${confirmPaymentAction.totalAmount}。请再次核对付款对象、金额、渠道和回单；确认后将更新源单付款状态。`
-              : "确认后将执行付款批次并影响付款状态，请确认批次、金额和回单均已核对。"
+              ? `这是高额付款批次，金额 ${confirmPaymentAction.totalAmount}。请再次核对付款对象、金额、渠道和回单；确认后将登记付款完成并更新源单状态。`
+              : "请确认线下付款和银行回单均已核对。确认后将登记付款完成并更新源单状态。"
         }
         onConfirm={async () => {
           if (!confirmPaymentAction) return;

client/tests/e2e/main-flow.spec.ts

@@ -107,10 +107,8 @@ test("E2E 主链路：登录→报销→待办审批→票据OCR→支付→登
   await expect(page.getByText(/状态：(approved|已批准)/)).toBeVisible({ timeout: 30_000 });
   await expect(page.getByTestId(TEST_IDS.reimbursement.pay)).toHaveCount(0);
 
-  const paymentDate = new Date().toISOString().slice(0, 10);
   const reimbursement = await apiGetData<{ formNumber: string | null }>(page.request, `/api/reimbursements/${reimbursementId}`);
   const reimbursementDisplayCode = reimbursement.formNumber ?? reimbursementId;
-  const batchName = `E2E-报销付款批次-${Date.now()}`;
   await page.goto("/payment-batches");
   await expect(page.getByTestId("payment-batch-create-panel")).toHaveCount(0);
   await page.getByRole("button", { name: "新建批次" }).click();
@@ -120,18 +118,15 @@ test("E2E 主链路：登录→报销→待办审批→票据OCR→支付→登
     const url = new URL(response.url());
     return response.request().method() === "POST" && url.pathname === "/api/payment-batches" && response.ok();
   });
-  await createCard.getByTestId("payment-batch-create-name").fill(batchName);
   await createCard.getByTestId("payment-batch-candidate-search").fill(reimbursementDisplayCode);
   const candidateRow = createCard.getByTestId("payment-batch-candidate-row").filter({ hasText: reimbursementDisplayCode }).first();
   await expect(candidateRow).toBeVisible();
   await candidateRow.getByRole("checkbox").check();
-  await createCard.getByTestId("payment-batch-create-payment-date").fill(paymentDate);
-  await createCard.getByTestId("payment-batch-create-payment-channel").selectOption("bank");
-  await createCard.getByTestId("payment-batch-create-voucher-prefix").fill("E2EPB");
-  await createCard.getByRole("button", { name: "创建批次" }).click();
-  const createBatchPayload = (await (await createBatchResponsePromise).json()) as { data?: { item?: { id?: string } } };
+  await createCard.getByRole("button", { name: "创建并提交复核" }).click();
+  const createBatchPayload = (await (await createBatchResponsePromise).json()) as { data?: { item?: { id?: string; name?: string } } };
   const batchId = createBatchPayload.data?.item?.id;
-  if (!batchId) {
+  const batchName = createBatchPayload.data?.item?.name;
+  if (!batchId || !batchName) {
     throw new Error(`创建付款批次后未返回 id: ${JSON.stringify(createBatchPayload)}`);
   }
 
@@ -155,24 +150,23 @@ test("E2E 主链路：登录→报销→待办审批→票据OCR→支付→登
   await expect(executedBatchDetailCard).toContainText("1/1");
   const receiptCard = page.getByTestId("payment-batch-receipt-panel");
   await expect(receiptCard).toBeVisible();
-  await receiptCard.getByTestId("payment-batch-receipt-file-input").setInputFiles({
-    name: "e2e-bank-receipt.pdf",
-    mimeType: "application/pdf",
-    buffer: Buffer.from(`%PDF-1.4\npayment receipt ${marker}\n%%EOF\n`, "utf8"),
-  });
   const receiptUploadResponsePromise = page.waitForResponse((response) => {
     const url = new URL(response.url());
     return response.request().method() === "POST" &&
       url.pathname === `/api/payment-batches/${batchId}/receipt-attachments` &&
       response.ok();
   });
-  await receiptCard.getByRole("button", { name: "上传" }).click();
+  await receiptCard.getByTestId("payment-batch-receipt-file-input").setInputFiles({
+    name: "e2e-bank-receipt.pdf",
+    mimeType: "application/pdf",
+    buffer: Buffer.from(`%PDF-1.4\npayment receipt ${marker}\n%%EOF\n`, "utf8"),
+  });
   await receiptUploadResponsePromise;
   await expect(receiptCard).toContainText("e2e-bank-receipt.pdf");
-  await executedBatchDetailCard.getByRole("button", { name: "执行" }).click();
-  await expect(page.getByTestId("action-confirm-dialog")).toContainText("确认后将执行付款批次");
+  await executedBatchDetailCard.getByRole("button", { name: "登记付款完成" }).click();
+  await expect(page.getByTestId("action-confirm-dialog")).toContainText("登记付款完成");
   await page.getByTestId("action-confirm-submit").click();
-  await expect(executedBatchDetailCard).toContainText("已执行", { timeout: 30_000 });
+  await expect(executedBatchDetailCard).toContainText("已付款", { timeout: 30_000 });
 
   await page.goto(`/reimbursements/${reimbursementId}`);
   await reimbursementDetail.assertLoaded();

client/tests/e2e/manual/r7e-browser-business-trialrun.spec.ts

@@ -1159,8 +1159,6 @@ test(`${trialrunIssueId} 浏览器业务先行试运行：报销、审批、请
           };
         }
 
-        const batchName = `${trialrunMarkerPrefix} 浏览器付款批次 ${marker}`;
-        state.paymentBatchName = batchName;
         await page.goto("/payment-batches");
         await expect(page.getByRole("heading", { name: "付款", exact: true })).toBeVisible();
         if (await page.getByText(/当前功能未启用/).first().isVisible().catch(() => false)) {
@@ -1174,21 +1172,17 @@ test(`${trialrunIssueId} 浏览器业务先行试运行：报销、审批、请
         }
         await page.getByRole("button", { name: "新建批次" }).click();
         const createCard = page.getByTestId("payment-batch-create-panel");
-        await expect(createCard.getByRole("button", { name: "创建批次" })).toBeDisabled();
+        await expect(createCard.getByRole("button", { name: "创建并提交复核" })).toBeDisabled();
         const createBatchResponsePromise = page.waitForResponse((response) => {
           const url = new URL(response.url());
           return response.request().method() === "POST" && url.pathname === "/api/payment-batches";
         });
-        await createCard.getByPlaceholder("例如：2026Q2-财务付款批次-01").fill(batchName);
         const reimbursementCode = state.reimbursementCode ?? state.reimbursementId;
         await createCard.getByTestId("payment-batch-candidate-search").fill(reimbursementCode);
         const candidateRow = createCard.getByTestId("payment-batch-candidate-row").filter({ hasText: reimbursementCode }).first();
         await expect(candidateRow).toBeVisible();
         await candidateRow.getByRole("checkbox").check();
-        await createCard.locator('input[type="date"]').fill(new Date().toISOString().slice(0, 10));
-        await createCard.locator("select").nth(0).selectOption("bank");
-        await createCard.getByPlaceholder("例如 PBX").fill(`${trialrunSafePrefix}-${marker.slice(-6)}`);
-        await createCard.getByRole("button", { name: "创建批次" }).click();
+        await createCard.getByRole("button", { name: "创建并提交复核" }).click();
         const createBatchResponse = await createBatchResponsePromise;
         if (!createBatchResponse.ok()) {
           throw new Error(`创建付款批次失败：HTTP ${createBatchResponse.status()} ${await createBatchResponse.text()}`);
@@ -1198,6 +1192,8 @@ test(`${trialrunIssueId} 浏览器业务先行试运行：报销、审批、请
         if (!batch?.id) {
           throw new Error(`创建付款批次后未返回 id: ${JSON.stringify(createBatchPayload)}`);
         }
+        const batchName = batch.name;
+        state.paymentBatchName = batchName;
         state.paymentBatchId = batch.id;
         await logoutLiveUser(page, { name: finance.name }).catch(() => undefined);
 
@@ -1215,10 +1211,23 @@ test(`${trialrunIssueId} 浏览器业务先行试运行：报销、审批、请
 
         const financeAgain = await loginRole(page, "finance");
         await page.goto(`/payment-batches?id=${batch.id}`);
-        const batchDetailCard = page.locator(".card-std").filter({ hasText: batchName }).filter({ hasText: "复核进度：" }).last();
+        const batchDetailCard = page.getByTestId("payment-batch-detail-panel").filter({ hasText: batchName });
         await expect(batchDetailCard).toBeVisible();
-        await batchDetailCard.getByRole("button", { name: "执行" }).click();
-        await expect(batchDetailCard).toContainText("状态：已执行", { timeout: 30_000 });
+        const receiptResponsePromise = page.waitForResponse((response) => {
+          const url = new URL(response.url());
+          return response.request().method() === "POST" &&
+            url.pathname === `/api/payment-batches/${batch.id}/receipt-attachments` &&
+            response.ok();
+        });
+        await page.getByTestId("payment-batch-receipt-file-input").setInputFiles({
+          name: `${trialrunSafePrefix}-bank-receipt.pdf`,
+          mimeType: "application/pdf",
+          buffer: Buffer.from(`%PDF-1.4\n${trialrunMarkerPrefix} ${marker}\n%%EOF\n`, "utf8"),
+        });
+        await receiptResponsePromise;
+        await batchDetailCard.getByRole("button", { name: "登记付款完成" }).click();
+        await page.getByTestId("action-confirm-submit").click();
+        await expect(batchDetailCard).toContainText("已付款", { timeout: 30_000 });
         await page.goto(`/reimbursements/${state.reimbursementId}`);
         await reimbursementDetail.assertLoaded();
         await expect(page.getByTestId("reimbursement-payment-status")).toContainText(/已付款|paid/, { timeout: 30_000 });
@@ -1232,7 +1241,7 @@ test(`${trialrunIssueId} 浏览器业务先行试运行：报销、审批、请
         if (/\/403/.test(page.url())) {
           await expect(page.getByRole("heading", { name: "无权限访问", exact: true })).toBeVisible();
         } else {
-          const createButton = page.getByRole("button", { name: "创建批次" }).first();
+          const createButton = page.getByRole("button", { name: "创建并提交复核" }).first();
           await expect(createButton).toBeDisabled();
         }
         await logoutLiveUser(page, { name: admin.name }).catch(() => undefined);

client/tests/e2e/payment-reviewer-permissions.spec.ts

@@ -414,16 +414,14 @@ test("财务从业务候选选择报销并使用所选实体创建付款批次",
   await expect(page.getByText(PAYMENT_CANDIDATE_ENTITY_ID, { exact: true })).toHaveCount(0);
   await expect(page.locator('input[placeholder*="UUID"], input[placeholder*="uuid"], input[placeholder*="entityId"], input[placeholder*="内部 ID"], input[placeholder*="内部ID"]')).toHaveCount(0);
 
-  await page.getByTestId("payment-batch-create-name").fill("合成付款批次");
   await candidateRow.getByRole("checkbox").check();
-  await page.getByRole("button", { name: "创建批次", exact: true }).click();
+  await page.getByRole("button", { name: "创建并提交复核", exact: true }).click();
 
   await expect(page).toHaveURL(new RegExp(`/payment-batches\\?id=${CREATED_PAYMENT_BATCH_ID}$`));
   await expect(page.getByRole("heading", { level: 1, name: "付款", exact: true })).toBeVisible();
-  await expect(page.getByText("付款批次已创建", { exact: true })).toBeVisible();
+  await expect(page.getByText("已提交付款复核，等待负责人处理", { exact: true })).toBeVisible();
   expect(createPayload).toEqual({
     entityType: "reimbursement",
-    name: "合成付款批次",
     entityIds: [PAYMENT_CANDIDATE_ENTITY_ID],
   });
   expectNoPageErrors(pageErrors);

client/tests/e2e/reimbursement-payment-batch-flow.spec.ts

@@ -24,7 +24,6 @@ test("E2E 报销付款批次主链路：提交 -> 审批 -> 创建批次 -> 复
   const adminApi = await createAuthenticatedApiClient(ADMIN);
   const employeeApi = await createAuthenticatedApiClient(EMPLOYEE);
   const financeMgrApi = await createAuthenticatedApiClient(FINANCE_MGR);
-  const paymentDate = new Date().toISOString().slice(0, 10);
 
   try {
     await ensureFeatureFlagOn(adminApi.api, "payment_batch_v1", "playwright reimbursement payment batch flow");
@@ -100,7 +99,6 @@ test("E2E 报销付款批次主链路：提交 -> 审批 -> 创建批次 -> 复
     await logout(page, secondApprovalUser.name);
     await login(page, FINANCE);
 
-    const batchName = `R78-报销付款批次-${Date.now()}`;
     await page.goto("/payment-batches");
     await expect(page).toHaveURL(/\/payment-batches/);
 
@@ -112,27 +110,25 @@ test("E2E 报销付款批次主链路：提交 -> 审批 -> 创建批次 -> 复
       const url = new URL(response.url());
       return response.request().method() === "POST" && url.pathname === "/api/payment-batches" && response.ok();
     });
-    await createCard.getByTestId("payment-batch-create-name").fill(batchName);
     await createCard.getByTestId("payment-batch-candidate-search").fill(reimbursementDisplayCode);
     const candidateRow = createCard.getByTestId("payment-batch-candidate-row").filter({ hasText: reimbursementDisplayCode }).first();
     await expect(candidateRow).toBeVisible();
     await candidateRow.getByRole("checkbox").check();
-    await createCard.getByTestId("payment-batch-create-payment-date").fill(paymentDate);
-    await createCard.getByTestId("payment-batch-create-payment-channel").selectOption("bank");
-    await createCard.getByTestId("payment-batch-create-voucher-prefix").fill("R78PB");
-    await createCard.getByRole("button", { name: "创建批次" }).click();
+    await createCard.getByRole("button", { name: "创建并提交复核" }).click();
 
     const createBatchPayload = (await (await createBatchResponsePromise).json()) as {
-      data?: { item?: { id?: string } };
+      data?: { item?: { id?: string; name?: string } };
     };
     const batchId = createBatchPayload.data?.item?.id;
-    if (!batchId) {
+    const batchName = createBatchPayload.data?.item?.name;
+    if (!batchId || !batchName) {
       throw new Error(`创建付款批次后未返回 id: ${JSON.stringify(createBatchPayload)}`);
     }
     await page.goto(`/payment-batches?id=${batchId}`);
     const batchDetailCard = page.getByTestId("payment-batch-detail-panel").filter({ hasText: batchName });
     await expect(batchDetailCard).toBeVisible();
-    await expect(batchDetailCard).toContainText("草稿");
+    await expect(batchDetailCard).toContainText("待付款复核");
+    await expect(batchDetailCard).toContainText("已提交付款复核，等待负责人处理");
     await expect(batchDetailCard).toContainText("0/1");
 
     await logout(page, FINANCE.name);
@@ -157,20 +153,22 @@ test("E2E 报销付款批次主链路：提交 -> 审批 -> 创建批次 -> 复
     await expect(executedBatchDetailCard).toContainText("1/1");
     const receiptCard = page.getByTestId("payment-batch-receipt-panel");
     await expect(receiptCard).toBeVisible();
-    await receiptCard.getByTestId("payment-batch-receipt-file-input").setInputFiles({
-      name: "r78-bank-receipt.pdf",
-      mimeType: "application/pdf",
-      buffer: Buffer.from(`%PDF-1.4\npayment receipt ${marker}\n%%EOF\n`, "utf8"),
-    });
+    await expect(executedBatchDetailCard.getByRole("button", { name: "上传银行回单" }).first()).toBeVisible();
+    await expect(executedBatchDetailCard.getByRole("button", { name: "登记付款完成" })).toHaveCount(0);
     const receiptUploadResponsePromise = page.waitForResponse((response) => {
       const url = new URL(response.url());
       return response.request().method() === "POST" &&
         url.pathname === `/api/payment-batches/${batchId}/receipt-attachments` &&
         response.ok();
     });
-    await receiptCard.getByRole("button", { name: "上传" }).click();
+    await receiptCard.getByTestId("payment-batch-receipt-file-input").setInputFiles({
+      name: "r78-bank-receipt.pdf",
+      mimeType: "application/pdf",
+      buffer: Buffer.from(`%PDF-1.4\npayment receipt ${marker}\n%%EOF\n`, "utf8"),
+    });
     await receiptUploadResponsePromise;
     await expect(receiptCard).toContainText("r78-bank-receipt.pdf");
+    await expect(executedBatchDetailCard.getByRole("button", { name: "登记付款完成" })).toBeVisible();
 
     const executeBatchResponsePromise = page.waitForResponse((response) => {
       const url = new URL(response.url());
@@ -178,11 +176,11 @@ test("E2E 报销付款批次主链路：提交 -> 审批 -> 创建批次 -> 复
         url.pathname === `/api/payment-batches/${batchId}/execute` &&
         response.ok();
     });
-    await executedBatchDetailCard.getByRole("button", { name: "执行" }).click();
-    await expect(page.getByTestId("action-confirm-dialog")).toContainText("确认后将执行付款批次");
+    await executedBatchDetailCard.getByRole("button", { name: "登记付款完成" }).click();
+    await expect(page.getByTestId("action-confirm-dialog")).toContainText("登记付款完成");
     await page.getByTestId("action-confirm-submit").click();
     await executeBatchResponsePromise;
-    await expect(executedBatchDetailCard).toContainText("已执行", { timeout: 30_000 });
+    await expect(executedBatchDetailCard).toContainText("已付款", { timeout: 30_000 });
 
     await page.goto(`/reimbursements/${reimbursementId}`);
     await reimbursementDetail.assertLoaded();

client/tests/e2e/system-action-confirmation.spec.ts

@@ -182,15 +182,22 @@ function paymentBatch(status: "draft" | "reviewed" = "reviewed") {
 
 async function mockSystemActionApis(
   page: Page,
-  options: { batchStatus?: "draft" | "reviewed"; meOverride?: Partial<typeof me> } = {},
+  options: {
+    batchStatus?: "draft" | "reviewed";
+    hasReceipt?: boolean;
+    receiptQueryError?: boolean;
+    meOverride?: Partial<typeof me>;
+  } = {},
 ) {
   const currentMe = { ...me, ...options.meOverride };
   const batchStatus = options.batchStatus ?? "reviewed";
+  let hasReceipt = options.hasReceipt ?? true;
   const calls = {
     deleteReimbursement: 0,
     deleteReimbursementAttachment: 0,
     exportReimbursements: 0,
     executePaymentBatch: 0,
+    uploadPaymentReceipt: 0,
     voidPaymentReceipt: 0,
     attachmentDeleteReasons: [] as string[],
     receiptVoidReasons: [] as string[],
@@ -327,8 +334,19 @@ async function mockSystemActionApis(
     }
 
     if (path === `/api/payment-batches/${paymentBatchId}/receipt-attachments` && request.method() === "GET") {
+      if (options.receiptQueryError) {
+        await route.fulfill({
+          status: 503,
+          contentType: "application/json",
+          body: JSON.stringify({
+            requestId: "mock-system-action-confirm",
+            error: { code: "SYS_001", message: "回单状态暂时不可用" },
+          }),
+        });
+        return;
+      }
       await fulfillJson(route, {
-        items: [
+        items: hasReceipt ? [
           {
             id: paymentReceiptId,
             originalName: "合成银行回单.pdf",
@@ -348,11 +366,18 @@ async function mockSystemActionApis(
             uploadedBy: { id: me.id, employeeNo: me.employeeNo, name: me.name },
             createdAt: "2026-05-15T08:20:00.000Z",
           },
-        ],
+        ] : [],
       });
       return;
     }
 
+    if (path === `/api/payment-batches/${paymentBatchId}/receipt-attachments` && request.method() === "POST") {
+      calls.uploadPaymentReceipt += 1;
+      hasReceipt = true;
+      await fulfillJson(route, { items: [{ id: paymentReceiptId }] });
+      return;
+    }
+
     if (
       path === `/api/payment-batches/${paymentBatchId}/receipt-attachments/${paymentReceiptId}/void` &&
       request.method() === "POST"
@@ -419,18 +444,37 @@ test.describe("R7E 全站高风险操作二次确认", () => {
     await page.goto(`/payment-batches?id=${paymentBatchId}`);
     await expect(page.getByText("PAY-ACTION-001").first()).toBeVisible();
 
-    await page.getByRole("button", { name: "执行" }).click();
-    await expect(page.getByTestId("action-confirm-dialog")).toContainText("确认后将执行付款批次");
+    await page.getByRole("button", { name: "登记付款完成" }).click();
+    await expect(page.getByTestId("action-confirm-dialog")).toContainText("登记付款完成");
     expect(calls.executePaymentBatch).toBe(0);
 
     await page.getByTestId("action-confirm-cancel").click();
     expect(calls.executePaymentBatch).toBe(0);
 
-    await page.getByRole("button", { name: "执行" }).click();
+    await page.getByRole("button", { name: "登记付款完成" }).click();
     await page.getByTestId("action-confirm-submit").click();
     await expect.poll(() => calls.executePaymentBatch).toBe(1);
   });
 
+  test("银行回单上传前后只显示一个付款主动作", async ({ page }) => {
+    const calls = await mockSystemActionApis(page, { hasReceipt: false });
+    await login(page, user);
+    await page.goto(`/payment-batches?id=${paymentBatchId}`);
+
+    await expect(page.getByRole("button", { name: "上传银行回单" }).first()).toBeVisible();
+    await expect(page.getByRole("button", { name: "登记付款完成" })).toHaveCount(0);
+
+    await page.getByTestId("payment-batch-receipt-file-input").setInputFiles({
+      name: "合成银行回单.pdf",
+      mimeType: "application/pdf",
+      buffer: Buffer.from("%PDF-1.4\nsynthetic receipt\n%%EOF\n", "utf8"),
+    });
+
+    await expect.poll(() => calls.uploadPaymentReceipt).toBe(1);
+    await expect(page.getByRole("button", { name: "登记付款完成" })).toBeVisible();
+    await expect(page.getByTestId("payment-batch-detail-panel").getByRole("button", { name: "上传银行回单" })).toHaveCount(0);
+  });
+
   test("高敏附件删除要求对象、后果和理由，取消与理由不足均为零请求", async ({ page }) => {
     const calls = await mockSystemActionApis(page);
     await login(page, user);
@@ -493,6 +537,33 @@ test.describe("R7E 全站高风险操作二次确认", () => {
     await login(page, user);
     await page.goto(`/payment-batches?id=${paymentBatchId}`);
     await expect(page.getByText("PAY-ACTION-001").first()).toBeVisible();
-    await expect(page.getByRole("button", { name: "复核", exact: true })).toHaveCount(0);
+    await expect(page.getByRole("button", { name: "复核通过", exact: true })).toHaveCount(0);
+  });
+
+  test("兼任付款复核职责的制单人也不显示自审动作", async ({ page }) => {
+    await mockSystemActionApis(page, {
+      batchStatus: "draft",
+      meOverride: {
+        roleCodes: ["manager", "finance"],
+        permissions: [...me.permissions, "payment.batch.review"],
+      },
+    });
+
+    await login(page, user);
+    await page.goto(`/payment-batches?id=${paymentBatchId}`);
+    await expect(page.getByText("制单人不能复核自己的批次")).toBeVisible();
+    await expect(page.getByRole("button", { name: "复核通过", exact: true })).toHaveCount(0);
+  });
+
+  test("回单查询失败时不把未知状态误报为空且不显示付款动作", async ({ page }) => {
+    await mockSystemActionApis(page, { receiptQueryError: true });
+
+    await login(page, user);
+    await page.goto(`/payment-batches?id=${paymentBatchId}`);
+    await expect(page.getByText(/服务暂不可用/)).toBeVisible();
+    await expect(page.getByRole("button", { name: "重新加载" })).toBeVisible();
+    await expect(page.getByText(/暂无银行回单/)).toHaveCount(0);
+    await expect(page.getByRole("button", { name: "上传银行回单" })).toHaveCount(0);
+    await expect(page.getByRole("button", { name: "登记付款完成" })).toHaveCount(0);
   });
 });