R5-M1-M5 收口正式审批规则与移动反馈

client/src/api/errorMessages.ts

@@ -163,6 +163,18 @@ export function mapApiErrorMessage(
       return "不能将任务转审给自己。";
     }
 
+    if (details?.workflow === "self_approval_not_allowed") {
+      return "自己的申请不能审批，请等待下一审批人处理。";
+    }
+
+    if (details?.workflow === "business_approval_role_required") {
+      return "系统管理员不自动获得业务审批权，请配置正式审批角色后处理。";
+    }
+
+    if (details?.workflow === "no_actionable_approver") {
+      return "当前审批规则未找到审批人，请联系管理员修正规则。";
+    }
+
     if (details?.toApproverId === "target_not_approver") {
       return "目标人员不具备审批权限。";
     }

client/src/components/common/EmployeeAvatar.tsx

@@ -16,12 +16,17 @@ function buildInitials(name: string) {
     return "员工";
   }
 
+  const cjkMatch = trimmed.match(/[\p{Script=Han}\p{Script=Hiragana}\p{Script=Katakana}\p{Script=Hangul}]/u);
+  if (cjkMatch?.[0]) {
+    return cjkMatch[0];
+  }
+
   if (/^[A-Za-z0-9 ]+$/.test(trimmed)) {
     const segments = trimmed.split(/\s+/).filter(Boolean);
     return segments.slice(0, 2).map((item) => item[0]?.toUpperCase() ?? "").join("") || trimmed.slice(0, 2).toUpperCase();
   }
 
-  return trimmed.slice(0, 2);
+  return Array.from(trimmed).slice(0, 2).join("");
 }
 
 export function EmployeeAvatar({

client/src/features/mobile/navigation.ts

@@ -20,7 +20,7 @@ export const MOBILE_LEAVE_PERMISSIONS = ["leave.view_own", "leave.view_all"] as
 export const MOBILE_REIMBURSEMENT_PERMISSIONS = ["expense.view_own", "expense.view_all"] as const;
 
 export type MobileNavItem = {
-  key: "home" | "approvals" | "capture" | "me";
+  key: "home" | "approvals" | "reimbursements" | "me";
   to: string;
   label: string;
   icon: string;
@@ -30,6 +30,6 @@ export type MobileNavItem = {
 export const MOBILE_NAV_ITEMS: MobileNavItem[] = [
   { key: "home", to: "/mobile", label: "首页", icon: "home" },
   { key: "approvals", to: "/mobile/approvals", label: "审批", icon: "fact_check", anyOf: MOBILE_APPROVAL_PERMISSIONS },
-  { key: "capture", to: "/mobile/capture", label: "票据", icon: "receipt_long", anyOf: MOBILE_CAPTURE_PERMISSIONS },
+  { key: "reimbursements", to: "/mobile/reimbursements", label: "报销", icon: "request_quote", anyOf: MOBILE_REIMBURSEMENT_PERMISSIONS },
   { key: "me", to: "/mobile/me", label: "我的", icon: "person" },
 ];

client/src/layouts/AppShellLayout.tsx

@@ -11,6 +11,8 @@ import { resolveMobileEquivalentPath, shouldPreferMobileWorkplace } from "../lib
 export function AppShellLayout() {
   const location = useLocation();
   const isMobileRoute = location.pathname.startsWith("/mobile");
+  const isMobileDeepRoute = /^\/mobile\/reimbursements\/[^/]+$/.test(location.pathname);
+  const showMobileBottomNav = isMobileRoute && !isMobileDeepRoute;
   const mobileEquivalentPath = !isMobileRoute && shouldPreferMobileWorkplace()
     ? resolveMobileEquivalentPath(location.pathname, location.search)
     : null;
@@ -42,7 +44,7 @@ export function AppShellLayout() {
           </div>
         </div>
 
-        {isMobileRoute ? <MobileBottomNav /> : null}
+        {showMobileBottomNav ? <MobileBottomNav /> : null}
       </main>
     </div>
   );

client/src/pages/MobileReimbursementDetailPage.tsx

@@ -758,9 +758,12 @@ export function MobileReimbursementDetailPage() {
   }
 
   const displayCode = resolveReimbursementDisplayCode(detail);
+  const showSubmitAction = Boolean(canEdit && canSubmitExpense);
+  const showStickyActions = Boolean(showSubmitAction || canOpenInvoiceDialog);
+  const showSecondaryActions = Boolean(actionError || canDeleteDraft || !canEdit);
 
   return (
-    <PageScaffold className="space-y-4 pb-4" data-testid="mobile-reimbursement-detail">
+    <PageScaffold className={cn("space-y-4", showStickyActions ? "pb-28" : "pb-6")} data-testid="mobile-reimbursement-detail">
       <header className="flex items-center gap-3" data-testid="mobile-reimbursement-detail">
         <Button asChild size="sm" variant="secondary">
           <Link to="/mobile/reimbursements">返回</Link>
@@ -1058,39 +1061,60 @@ export function MobileReimbursementDetailPage() {
         )}
       </section>
 
-      <section className="rounded-lg border border-zinc-200 bg-white p-4 shadow-sm" data-testid="mobile-reimbursement-actions">
+      {showSecondaryActions ? (
-        <h2 className="text-base font-semibold text-zinc-900">操作</h2>
+        <section className="rounded-lg border border-zinc-200 bg-white p-4 shadow-sm" data-testid="mobile-reimbursement-actions">
-        {actionError ? (
+          <h2 className="text-base font-semibold text-zinc-900">操作</h2>
-          <div className="mt-3 whitespace-pre-wrap rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+          {actionError ? (
-            {actionError}
+            <div className="mt-3 whitespace-pre-wrap rounded-lg border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-600">
+              {actionError}
+            </div>
+          ) : null}
+          <div className="mt-3 grid gap-2">
+            {canDeleteDraft ? (
+              <Button
+                className="w-full"
+                disabled={deleteReimbursementMutation.isPending}
+                type="button"
+                variant="destructive"
+                onClick={() => setConfirmDeleteReimbursement(true)}
+              >
+                删除草稿
+              </Button>
+            ) : null}
+            {!canEdit ? <div className="text-sm text-zinc-500">当前状态不可编辑。</div> : null}
+          </div>
+        </section>
+      ) : null}
+
+      {showStickyActions ? (
+        <div
+          className="sticky bottom-0 z-20 -mx-4 border-t border-zinc-200 bg-white/95 px-4 pb-[max(0.75rem,env(safe-area-inset-bottom))] pt-3 shadow-[0_-10px_24px_rgba(15,23,42,0.10)] backdrop-blur"
+          data-testid="mobile-reimbursement-sticky-actions"
+        >
+          <div className={cn("grid gap-2", canOpenInvoiceDialog && showSubmitAction ? "grid-cols-2" : "grid-cols-1")}>
+            {canOpenInvoiceDialog ? (
+              <Button
+                data-testid="mobile-reimbursement-sticky-invoice-add"
+                variant={showSubmitAction ? "secondary" : "default"}
+                type="button"
+                onClick={() => closeInvoiceDialog(true)}
+              >
+                添加发票
+              </Button>
+            ) : null}
+            {showSubmitAction ? (
+              <Button
+                data-testid={TEST_IDS.reimbursement.submit}
+                disabled={submitMutation.isPending}
+                type="button"
+                onClick={() => void handleSubmit()}
+              >
+                {submitMutation.isPending ? "提交中..." : "提交审批"}
+              </Button>
+            ) : null}
           </div>
-        ) : null}
-        <div className="mt-3 grid gap-2">
-          {canEdit && canSubmitExpense ? (
-            <Button
-              className="w-full"
-              data-testid={TEST_IDS.reimbursement.submit}
-              disabled={submitMutation.isPending}
-              type="button"
-              onClick={() => void handleSubmit()}
-            >
-              {submitMutation.isPending ? "提交中..." : "提交审批"}
-            </Button>
-          ) : null}
-          {canDeleteDraft ? (
-            <Button
-              className="w-full"
-              disabled={deleteReimbursementMutation.isPending}
-              type="button"
-              variant="destructive"
-              onClick={() => setConfirmDeleteReimbursement(true)}
-            >
-              删除草稿
-            </Button>
-          ) : null}
-          {!canEdit ? <div className="text-sm text-zinc-500">当前状态不可编辑。</div> : null}
         </div>
-      </section>
+      ) : null}
 
       <Dialog open={isInvoiceDialogOpen} onOpenChange={closeInvoiceDialog}>
         <DialogContent

client/tests/e2e/r104-public-visual-acceptance.spec.ts

@@ -60,7 +60,7 @@ test.describe("R104 public visual acceptance", () => {
     await page.goto("/mobile");
     await expect(page.getByTestId("mobile-nav-home")).toBeVisible();
     await expect(page.getByTestId("mobile-nav-approvals")).toBeVisible();
-    await expect(page.getByTestId("mobile-nav-capture")).toBeVisible();
+    await expect(page.getByTestId("mobile-nav-reimbursements")).toBeVisible();
     await expect(page.getByTestId("mobile-nav-me")).toBeVisible();
     await expectNoDesignRegressionCopy(page);
     await page.screenshot({ path: screenshotPath("mobile-home.png"), fullPage: true });

client/tests/e2e/r105-pretrial-visual.spec.ts

@@ -77,7 +77,7 @@ test.describe("R105 pretrial visual acceptance", () => {
 
     await page.goto("/mobile");
     await expect(page.getByTestId("mobile-nav-home")).toBeVisible();
-    await expect(page.getByTestId("mobile-nav-capture")).toBeVisible();
+    await expect(page.getByTestId("mobile-nav-reimbursements")).toBeVisible();
     await expectNoDesktopTableOnMobile(page);
     await expectNoLegacyDesignCopy(page);
     await expectNotBlackSurface(page.getByTestId("mobile-nav-home"));

client/tests/e2e/r124-mobile-entry-matrix.spec.ts

@@ -469,7 +469,12 @@ test.describe("R124 企业微信移动入口矩阵", () => {
       await expect(mobile.page.getByTestId("mobile-nav-home")).toBeVisible();
       await expectMobilePageContract(mobile.page);
 
-      await mobile.page.getByTestId("mobile-nav-capture").click();
+      await mobile.page.getByTestId("mobile-nav-reimbursements").click();
+      await expect(mobile.page).toHaveURL(/\/mobile\/reimbursements$/);
+      await expect(mobile.page.getByTestId("mobile-reimbursements-list")).toBeVisible();
+      await expectMobilePageContract(mobile.page);
+
+      await mobile.page.goto("/mobile/capture");
       await expect(mobile.page).toHaveURL(/\/mobile\/capture$/);
       await expect(mobile.page.getByTestId("mobile-capture-camera-file")).toBeAttached();
       await expect(mobile.page.getByTestId("mobile-capture-image-file")).toBeAttached();

client/tests/e2e/r5-real-device-feedback-mobile-ux.spec.ts

@@ -0,0 +1,260 @@
+import { mkdirSync } from "node:fs";
+import path from "node:path";
+import { expect, test, type Page, type Route } from "@playwright/test";
+
+const ROOT_DIR = path.resolve(process.cwd(), "..");
+const SCREENSHOT_DIR = path.join(ROOT_DIR, "output/playwright/r5-real-device-feedback-mobile-ux");
+const WECOM_UA =
+  "Mozilla/5.0 (iPhone; CPU iPhone OS 17_0 like Mac OS X) AppleWebKit/605.1.15 (KHTML, like Gecko) Mobile/15E148 wxwork/4.1.20 MicroMessenger/8.0.1 Language/zh_CN";
+
+const employee = {
+  id: "11111111-1111-4111-8111-111111111111",
+  employeeNo: "HYD000006",
+  name: "王顺利",
+  phone: "13800000000",
+  email: "[email protected]",
+  departmentId: "dept-1",
+  directManagerId: "manager-1",
+  status: "active",
+  notificationPushEnabled: true,
+  roleCodes: ["employee"],
+  profileCompleteness: {
+    hasEmergencyContact: true,
+    hasBankAccount: true,
+    hasAvatar: false,
+    hasIdNumber: false,
+    score: 50,
+  },
+  wecomBinding: null,
+};
+
+function envelope(data: unknown) {
+  return { requestId: "mock-r5-mobile-ux", data };
+}
+
+async function fulfillJson(route: Route, data: unknown, status = 200) {
+  await route.fulfill({
+    status,
+    contentType: "application/json",
+    body: JSON.stringify(envelope(data)),
+  });
+}
+
+function screenshotPath(fileName: string) {
+  mkdirSync(SCREENSHOT_DIR, { recursive: true });
+  return path.join(SCREENSHOT_DIR, `${fileName}.png`);
+}
+
+async function mockApis(page: Page) {
+  await page.route((url) => url.pathname.startsWith("/api/"), async (route) => {
+    const request = route.request();
+    const url = new URL(request.url());
+    const pathName = url.pathname;
+
+    if (pathName === "/api/auth/login" || pathName === "/api/auth/refresh") {
+      await route.fulfill({
+        status: 200,
+        contentType: "application/json",
+        headers: { "set-cookie": "has_session=1; Path=/; SameSite=Lax" },
+        body: JSON.stringify(envelope({ accessToken: "mock-r5-token", expiresIn: 900 })),
+      });
+      return;
+    }
+
+    if (pathName === "/api/me") {
+      await fulfillJson(route, employee);
+      return;
+    }
+
+    if (pathName === `/api/employees/${employee.id}/profile`) {
+      await fulfillJson(route, {
+        employee: {
+          ...employee,
+          title: "负责人",
+          avatarUrl: null,
+          department: { id: "dept-1", name: "管理部" },
+          directManager: { id: "manager-1", name: "马建勇" },
+        },
+        lifecycle: { events: [], checklistTasks: [], blockers: { openAssetCount: 0, pendingWorkflowTaskCount: 0, canCompleteOffboarding: true } },
+        assignedAssets: [],
+        organization: { reportingChain: [], directReports: [] },
+      });
+      return;
+    }
+
+    if (pathName === "/api/reimbursements" && request.method() === "GET") {
+      await fulfillJson(route, {
+        page: 1,
+        pageSize: 20,
+        total: 1,
+        scope: "own",
+        items: [
+          {
+            id: "r5-reimbursement-1",
+            formNumber: null,
+            status: "draft",
+            reimbursementDate: "2026-05-10",
+            totalAmount: "168.30",
+            description: "R5 移动交互验收",
+            payment: {},
+            owner: { id: employee.id, employeeNo: employee.employeeNo, name: employee.name },
+            submitter: { id: employee.id, employeeNo: employee.employeeNo, name: employee.name },
+            project: null,
+            pendingWorkflow: null,
+            createdAt: "2026-05-10T08:00:00.000Z",
+            updatedAt: "2026-05-10T08:00:00.000Z",
+          },
+        ],
+      });
+      return;
+    }
+
+    if (pathName === "/api/reimbursements/r5-reimbursement-1") {
+      await fulfillJson(route, {
+        id: "r5-reimbursement-1",
+        formNumber: null,
+        submitterId: employee.id,
+        ownerId: employee.id,
+        departmentId: "dept-1",
+        department: { id: "dept-1", name: "管理部" },
+        status: "draft",
+        createdAt: "2026-05-10T08:00:00.000Z",
+        submittedAt: null,
+        reimbursementDate: "2026-05-10",
+        totalAmount: "168.30",
+        description: "R5 移动交互验收",
+        projectId: null,
+        linkedTravelRequestId: null,
+        linkedTravelRequest: null,
+        project: null,
+        owner: { id: employee.id, employee_no: employee.employeeNo, name: employee.name },
+        submitter: { id: employee.id, employee_no: employee.employeeNo, name: employee.name },
+        invoices: [],
+        attachments: [],
+        budgetHint: null,
+        pendingWorkflow: null,
+        workflowProgress: null,
+        approvalHistory: [],
+        riskFlags: [],
+        items: [
+          {
+            id: "item-1",
+            expenseTypeId: "expense-type-1",
+            expenseDate: "2026-05-10",
+            amount: "168.30",
+            description: "正式运行口径验证",
+            expenseType: { id: "expense-type-1", code: "office", name: "办公费", category: "office", enabled: true },
+          },
+        ],
+      });
+      return;
+    }
+
+    if (pathName === "/api/expense-types") {
+      await fulfillJson(route, {
+        page: 1,
+        pageSize: 20,
+        total: 1,
+        items: [{ id: "expense-type-1", code: "office", name: "办公费", category: "office", enabled: true }],
+      });
+      return;
+    }
+
+    if (pathName === "/api/auth/sso/providers") {
+      await fulfillJson(route, []);
+      return;
+    }
+
+    if (pathName === "/api/auth/wecom/config") {
+      await fulfillJson(route, {
+        enabled: true,
+        entryEnabled: true,
+        oauthEnabled: true,
+        corpId: "wx-test-corp",
+        agentId: "1000002",
+        loginUrl: "/api/auth/wecom/login?returnTo=%2Fmobile",
+        bindEnabled: true,
+        defaultReturnTo: "/mobile",
+        status: "ready",
+        statusReasons: [],
+      });
+      return;
+    }
+
+    await fulfillJson(route, {});
+  });
+}
+
+async function login(page: Page) {
+  await page.goto("/login");
+  const accountLogin = page.getByRole("button", { name: "使用账号密码登录" });
+  if (await accountLogin.isVisible().catch(() => false)) {
+    await accountLogin.click();
+  }
+  await page.getByTestId("login-identifier").fill(employee.email);
+  await page.getByTestId("login-password").fill("Password1234");
+  await page.getByTestId("login-submit").click();
+  await page.waitForURL(/\/(portal|mobile)/, { timeout: 30_000 });
+}
+
+async function collectMobileMetrics(page: Page) {
+  return page.evaluate(() => {
+    const bottomNav = document.querySelector("[data-testid='mobile-nav-reimbursements']")?.closest("nav");
+    const stickyActions = document.querySelector("[data-testid='mobile-reimbursement-sticky-actions']");
+    const stickyRect = stickyActions?.getBoundingClientRect();
+    return {
+      width: window.innerWidth,
+      scrollWidth: Math.max(document.documentElement.scrollWidth, document.body?.scrollWidth ?? 0),
+      tableCount: Array.from(document.querySelectorAll("table")).filter((item) => item.getBoundingClientRect().height > 0).length,
+      bottomNavVisible: Boolean(bottomNav && bottomNav.getBoundingClientRect().height > 0),
+      stickyActionsVisible: Boolean(stickyRect && stickyRect.height > 0 && stickyRect.bottom <= window.innerHeight + 2),
+      text: document.body?.innerText ?? "",
+    };
+  });
+}
+
+test.describe("R5 真机反馈移动交互", () => {
+  test.use({
+    viewport: { width: 390, height: 844 },
+    isMobile: true,
+    hasTouch: true,
+    userAgent: WECOM_UA,
+    locale: "zh-CN",
+    serviceWorkers: "block",
+  });
+
+  test("中文头像首字、报销底部 Tab 和详情深层页交互符合企业微信体验", async ({ page }) => {
+    await mockApis(page);
+    await login(page);
+
+    await page.goto("/mobile/me");
+    await expect(page.getByText("王", { exact: true })).toBeVisible();
+    await page.screenshot({ path: screenshotPath("mobile-me-avatar"), fullPage: true });
+
+    await page.goto("/mobile/reimbursements");
+    await expect(page.getByTestId("mobile-nav-reimbursements")).toBeVisible();
+    await expect(page.getByTestId("mobile-reimbursements-list")).toBeVisible();
+    await page.screenshot({ path: screenshotPath("mobile-reimbursements-tab"), fullPage: true });
+
+    const listMetrics = await collectMobileMetrics(page);
+    expect(listMetrics.bottomNavVisible).toBe(true);
+    expect(listMetrics.scrollWidth).toBeLessThanOrEqual(listMetrics.width + 2);
+
+    await page.goto("/mobile/reimbursements/r5-reimbursement-1");
+    await expect(page.getByTestId("mobile-reimbursement-detail")).toBeVisible();
+    await expect(page.getByTestId("mobile-nav-reimbursements")).toHaveCount(0);
+    await expect(page.getByRole("link", { name: "返回" })).toBeVisible();
+    await expect(page.getByTestId("mobile-reimbursement-sticky-actions")).toBeVisible();
+    await expect(page.getByTestId("mobile-reimbursement-sticky-invoice-add")).toBeVisible();
+    await expect(page.getByTestId("reimbursement-submit")).toBeVisible();
+    await page.screenshot({ path: screenshotPath("mobile-reimbursement-detail-sticky"), fullPage: true });
+
+    const detailMetrics = await collectMobileMetrics(page);
+    expect(detailMetrics.bottomNavVisible).toBe(false);
+    expect(detailMetrics.stickyActionsVisible).toBe(true);
+    expect(detailMetrics.tableCount).toBe(0);
+    expect(detailMetrics.scrollWidth).toBeLessThanOrEqual(detailMetrics.width + 2);
+    expect(detailMetrics.text).not.toContain("发票池");
+    expect(detailMetrics.text).not.toContain("绑定整单");
+  });
+});

client/tests/e2e/r89-mobile-login-navigation.spec.ts

@@ -309,6 +309,16 @@ async function mockR89Apis(page: Page) {
       return;
     }
 
+    if (path === "/api/reimbursements") {
+      await fulfillJson(route, {
+        page: 1,
+        pageSize: Number(url.searchParams.get("pageSize") ?? 20),
+        total: 0,
+        items: [],
+      });
+      return;
+    }
+
     if (path === `/api/employees/${mockMe.id}/profile`) {
       await fulfillJson(route, {
         employee: {
@@ -385,7 +395,7 @@ test.describe("R89 企业微信移动入口", () => {
 test.describe("R89 移动底部导航与核心页面", () => {
   test.use(browserAgnosticDevice("iPhone 13"));
 
-  test("密码登录后可完成移动首页、审批、票据和我的页关键路径", async ({ page }, testInfo) => {
+  test("密码登录后可完成移动首页、审批、报销和我的页关键路径", async ({ page }, testInfo) => {
     await mockR89Apis(page);
 
     await loginByPassword(page);
@@ -396,7 +406,7 @@ test.describe("R89 移动底部导航与核心页面", () => {
 
     await expect(page.getByTestId("mobile-nav-home")).toBeVisible();
     await expect(page.getByTestId("mobile-nav-approvals")).toBeVisible();
-    await expect(page.getByTestId("mobile-nav-capture")).toBeVisible();
+    await expect(page.getByTestId("mobile-nav-reimbursements")).toBeVisible();
     await expect(page.getByTestId("mobile-nav-me")).toBeVisible();
 
     await page.getByTestId("mobile-nav-approvals").click();
@@ -408,7 +418,12 @@ test.describe("R89 移动底部导航与核心页面", () => {
     await expect(page.getByTestId("mobile-approvals-reject")).toBeVisible();
     await attachScreenshot(page, testInfo, "r97-mobile-approvals.png");
 
-    await page.getByTestId("mobile-nav-capture").click();
+    await page.getByTestId("mobile-nav-reimbursements").click();
+    await expect(page).toHaveURL(/\/mobile\/reimbursements/);
+    await expect(page.getByTestId("mobile-reimbursements-list")).toBeVisible();
+    await attachScreenshot(page, testInfo, "r97-mobile-reimbursements.png");
+
+    await page.goto("/mobile/capture");
     await expect(page).toHaveURL(/\/mobile\/capture/);
     await expect(page.getByRole("heading", { name: "票据上传" })).toBeVisible();
     await expect(page.getByRole("button", { name: /选择 PDF/ })).toBeVisible();

docs/trialrun/real-device-public-checklist.md

@@ -9,7 +9,7 @@
 - 测试日期：
 - 测试人：
 - 公网地址：`https://oa.hyinda.com`
-- 账号角色：员工 / 经理 / 财务 / 管理员
+- 账号角色：专用员工 / 经理 / 财务 / 管理员 / 后台公司负责人
 - 设备：iPhone / Android
 - 系统版本：
 - 企业微信版本：
@@ -23,7 +23,8 @@
 - 已绑定账号应直接进入移动工作台，不应反复要求登录。
 - 未绑定账号应显示明确绑定或登录提示，登录后能回到目标页。
 - 首屏应为移动工作台，不应出现 PC 侧边栏、桌面表格或路径式标题。
-- 底部导航可切换：首页、审批、票据、我的。
+- 底部导航可切换：首页、审批、报销、我的。
+- 报销详情、审批详情等深层页应使用顶部返回和上下文操作，不应继续显示底部导航造成焦点混乱。
 
 ## 手机浏览器入口
 
@@ -60,6 +61,10 @@
 
 ## 审批与通知
 
+- 正式审批口径：`majianyong` 是员工可见的直属主管；`wangshunli` 是后台公司负责人，配置为 `ceo + admin`，不配置为普通 `manager`。
+- 专用员工提交的普通低/中额单据应由 `majianyong` 审批；高额、高风险或例外单据按规则进入 `wangshunli` 二审。
+- `majianyong` 本人提交的单据应由 `wangshunli` 审批。
+- `wangshunli` 本人提交的单据不得由自己审批；若触发本人审批节点，应阻断或改派给明确的非本人兜底审批人。
 - 经理账号可在移动端看到审批待办。
 - 审批详情可查看申请摘要、附件、发票、审批记录。
 - 通过、驳回、退回等操作有确认和结果反馈。

issues/2026-05-10_12-39-37-release-readiness-live-smoke.csv

@@ -3,5 +3,5 @@ R1,发布候选证据整理,"固定首轮主线 release candidate，汇总 A1-A8
 R2,本地门禁与 Runbook 补强,"把 A8 本地回归真实需要的本地服务参数、命令顺序、live smoke 检查和 SKIP 规则写入当前操作手册，避免后续误判。","1) Runbook 写明 SERVE_CLIENT_DIST、OCR_PROVIDER、IM_NOTIFIER_ENABLED、FIELD_ENCRYPTION_KEY 和项目 feature env 的本地门禁用途；2) live smoke 清单链接到发布准备清单；3) 不新增业务 API、数据库迁移或部署操作。","流程级验证：人工阅读 Runbook 能复现 A8 本地门禁准备；命令：rg -n \"发布候选|SERVE_CLIENT_DIST|OCR_PROVIDER|IM_NOTIFIER_ENABLED|FIELD_ENCRYPTION_KEY|PROJECT_DOMAIN_ENABLED|release-readiness-checklist\" docs/trialrun-runbook.md docs/trialrun/live-smoke-readiness.md docs/文档索引.md。","rg|manual",DONE,DONE,DONE,"docs/trialrun-runbook.md|docs/trialrun/live-smoke-readiness.md|docs/文档索引.md","[\"R1\"]","仅补文档和清单；测试 FIELD_ENCRYPTION_KEY 只能用于本地回归，生产必须使用安全密钥且不得提交。"
 R3,权限直连审计,"在部署前用员工、主管、财务、管理员账号直连主路径和备用路径，确认导航隐藏没有掩盖服务端授权缺口。","1) 形成角色 x 路径允许/拒绝矩阵；2) 普通员工直连预算、AP、ERP、完整差旅、票据中心、合同台账、付款批次等备用路径不得获得越权数据；3) 若发现服务端权限缺口，先拆独立修复 Issue，不进入部署。","流程级验证：分别登录员工、主管、财务、管理员账号 -> 直连 /budgets、/ap、/system/integrations/erp、/travel-requests、/invoice-pool、/contracts-registry、/payment-batches 和对应 API -> 记录 HTTP 状态、页面提示和是否泄露数据；命令：cd client && npm run test:e2e -- permission-direct-access.spec.ts settings-governance.spec.ts login-portal-ux.spec.ts --workers=1。","playwright|curl|manual",DONE,DONE,DONE,"client/tests/e2e/permission-direct-access.spec.ts|docs/trialrun/permission-direct-access-audit.md|docs/trialrun/release-readiness-checklist.md|issues/2026-05-10_12-39-37-release-readiness-live-smoke.csv","[\"R2\"]","R3 已完成：新增权限直连 E2E 和审计记录；首次 E2E 因 127.0.0.1:3000 未启动失败，启动本地 OA 服务后重跑通过 10 passed；typecheck/build/CSV/diff check 通过；未发现权限泄漏，未改业务代码，R4 仍未执行。"
 R4,部署预检,"检查生产/公网环境变量、数据库迁移状态、备份、回滚命令、Caddy/systemd 状态、/ready 和前端资源版本；未经批准不部署。","1) 生产环境变量缺项和敏感项不打印；2) 数据库迁移状态明确且有备份/回滚路径；3) Caddy/systemd 或既有部署方式健康；4) /ready 与前端资源版本可核对；5) 若需要修改生产配置，必须先获得确认。","流程级验证：只读检查部署目录、服务状态和 /ready；命令：node scripts/qa/check-live-smoke-env.mjs；命令：LIVE_SMOKE_BASE_URL=https://oa.hyinda.com bash scripts/qa/run-live-smoke-readiness.sh；生产变更前必须停止等待批准。","ssh|bash|node|manual",DONE,DONE,DONE,"deploy/*|scripts/qa/*|docs/trialrun/release-readiness-checklist.md","[\"R3\"]","R4 完成：先发现远端运行时代码未对齐，后续按治理合同完成部署前备份、D3 受控同步和 D4 只读复检；远端关键运行时文件哈希已对齐，本机/公网 /ready 200，Prisma up to date，Caddy 正常，企业微信 config 不含 secret，公网 bundle 扫描 0 findings；R5 仍未执行。"
-R5,公网企业微信和真实 OCR live smoke,"在 R4 预检通过且真实测试账号、企业微信配置和真实 OCR 样票齐备后，执行公网登录、企业微信入口、移动审批、报销/OCR 上传和通知 deeplink。","1) LIVE_SMOKE_* 从缺失变为可执行；2) 企业微信 config、OAuth 跳转和手机入口可验证；3) 真实 OCR 样票上传能进入可解释终态；4) 缺配置时继续 SKIP，不得宣称真机或真实 OCR 通过。","流程级验证：node scripts/qa/check-live-smoke-env.mjs --strict；命令：LIVE_SMOKE_BASE_URL=https://oa.hyinda.com bash scripts/qa/run-live-smoke-readiness.sh；人工真机：手机企业微信工作台打开海音达工作台 -> deeplink 回 OA 审批或详情页 -> 记录结果。","node|bash|playwright|manual",DOING,TODO,TODO,"scripts/qa/*|docs/trialrun/live-smoke-readiness.md|docs/trialrun/real-device-public-checklist.md","[\"R4\"]","R5 smoke 密码重置合同 issues/2026-05-10_17-10-42-r5-smoke-password-reset-and-live-smoke.csv 已完成 K1-K5；SMOKE001/SMOKE002 已重置为仓库外安全凭据，登录标识按公网 auth 契约使用 smoke 邮箱；check-live-smoke-env --strict 通过；run-live-smoke-readiness.sh 通过，证据目录 artifacts/qa-flow/live-smoke-readiness-20260510-172421，公网 bundle findings=0，live smoke 3 passed，真实 OCR 样票不再 SKIP 且终态为重复发票/ocr_failed 可解释；pending OCR 辅助扫描因缺 DATABASE_URL 继续 SKIP；K4 审计 authSessions 555->572、auditLogs 258->263，发票/报销数量未新增；企业微信真机人工验收尚未执行，所以主 R5 仍保持 DOING/TODO/TODO，R6 保持 TODO。"
+R5,公网企业微信和真实 OCR live smoke,"在 R4 预检通过且真实测试账号、企业微信配置和真实 OCR 样票齐备后，执行公网登录、企业微信入口、移动审批、报销/OCR 上传和通知 deeplink。","1) LIVE_SMOKE_* 从缺失变为可执行；2) 企业微信 config、OAuth 跳转和手机入口可验证；3) 真实 OCR 样票上传能进入可解释终态；4) 缺配置时继续 SKIP，不得宣称真机或真实 OCR 通过。","流程级验证：node scripts/qa/check-live-smoke-env.mjs --strict；命令：LIVE_SMOKE_BASE_URL=https://oa.hyinda.com bash scripts/qa/run-live-smoke-readiness.sh；人工真机：手机企业微信工作台打开海音达工作台 -> deeplink 回 OA 审批或详情页 -> 记录结果。","node|bash|playwright|manual",DOING,TODO,TODO,"scripts/qa/*|docs/trialrun/live-smoke-readiness.md|docs/trialrun/real-device-public-checklist.md","[\"R4\"]","R5 smoke 密码重置合同 issues/2026-05-10_17-10-42-r5-smoke-password-reset-and-live-smoke.csv 已完成 K1-K5；SMOKE001/SMOKE002 已重置为仓库外安全凭据，登录标识按公网 auth 契约使用 smoke 邮箱；check-live-smoke-env --strict 通过；run-live-smoke-readiness.sh 通过，证据目录 artifacts/qa-flow/live-smoke-readiness-20260510-172421，公网 bundle findings=0，live smoke 3 passed，真实 OCR 样票不再 SKIP 且终态为重复发票/ocr_failed 可解释；pending OCR 辅助扫描因缺 DATABASE_URL 继续 SKIP；K4 审计 authSessions 555->572、auditLogs 258->263，发票/报销数量未新增；本轮 R5 真机反馈与正式运行口径代码收口已完成：issues/2026-05-10_17-47-39-r5-real-device-feedback-mobile-ux.csv M1-M5 DONE，后端禁止自审/admin-only 审批，移动底部 Tab 改为报销，头像中文首字；正式组织配置另拆 issues/2026-05-10_18-25-33-formal-approval-org-config.csv，O1-O3 仍为 TODO；企业微信真机正式链路验收尚未执行，且本轮未部署，所以主 R5 仍保持 DOING/TODO/TODO，R6 保持 TODO。"
 R6,小范围试运行,"公网和真机 smoke 通过后，只开放 2-3 个内部用户按清单试运行报销、请假、采购、审批、企业微信移动入口、付款和导出；反馈转新 Issue。","1) 试运行名单、角色、时间窗口和回滚联系人明确；2) 员工提交、审批人审批、财务付款/导出、企业微信 deeplink 回 OA 均有记录；3) 每日问题只登记和分级，不现场扩大 P2 功能范围；4) 试运行结束形成继续/回滚/修复判断。","流程级验证：员工提交报销/请假/采购 -> 主管或财务审批 -> 财务付款或导出 -> 企业微信通知 deeplink 回 OA -> 管理员检查审计和状态；人工记录问题、截图和处理结论。","manual|playwright",TODO,TODO,TODO,"docs/trialrun/release-readiness-checklist.md|docs/trialrun/manual-trialrun-report.md|issues/*.csv","[\"R5\"]","小范围试运行前不得扩 P2 预算、ERP、AI、完整差旅、复杂 BPM；反馈必须进入新 Issue CSV。"

issues/2026-05-10_17-47-39-r5-real-device-feedback-mobile-ux.csv

@@ -0,0 +1,6 @@
+ID,Title,Description,Acceptance,Test_Method,Tools,Dev_Status,Review1_Status,Regression_Status,Files,Dependencies,Notes
+M1,核实与合同建档,"记录 R5 真机反馈三项问题的核实结论，并将审批组织测试口径从临时互审修正为正式运行：majianyong 是员工可见直属主管；wangshunli 是后台公司负责人，使用 ceo+admin，不配置为普通 manager；不部署、不关闭主 R5。","1) Issue CSV 校验通过；2) admin 不自动获得业务审批权；3) wangshunli 自审应禁止；4) 中文头像取首字；5) 报销进入移动底部一级入口且详情页隐藏底部 Tab；6) 正式测试数据配置另拆 Issue，不混入本轮代码。","流程级验证：读取 docs/需求-统一审批中心规约.md、docs/product-design-rules.md、docs/reimbursement-invoice-rules.md；只读核实公网 wangshunli/majianyong 当前角色与直属上级；命令：python3 /home/shunli/.codex/skills/plan/scripts/validate_issues_csv.py issues/2026-05-10_17-47-39-r5-real-device-feedback-mobile-ux.csv。","python3|ssh|manual",DONE,DONE,DONE,"issues/2026-05-10_17-47-39-r5-real-device-feedback-mobile-ux.csv","[]","本轮不新增 schema、不部署；主 R5 仍需部署后公网 smoke 与企业微信真机记录。正式配置默认：员工直属主管 majianyong；majianyong 直属领导 wangshunli；普通员工单据仅高额/高风险/例外进入 wangshunli 二审。已另建正式审批组织配置合同 issues/2026-05-10_18-25-33-formal-approval-org-config.csv。回滚路径：回滚本合同和本轮代码提交。"
+M2,审批自审拦截与提示,"在 workflow 动作入口统一禁止申请人/提交人审批自己的单据，覆盖单任务、批量通过、批量驳回、退回和转审；同时要求审批动作来自正式业务审批角色，admin 的 * 权限不能单独作为业务审批依据；提交阶段缺直属主管时阻断半截流程。","1) 自审返回 workflow=self_approval_not_allowed；2) 报销 owner/submitter、请假 owner、采购 applicant/submitter、差旅 applicant/submitter 均被识别；3) admin-only 审批人或转审目标不被视为业务审批人；4) 缺直属主管返回 no_actionable_approver；5) 非申请人审批不回归；6) 前端错误文案可理解。","流程级验证：申请人同时具备审批角色 -> 单任务与批量审批均被拒绝；admin-only 不能以系统管理权限审批；缺直属主管的提交/预检被阻断；非申请人审批仍可通过。命令：cd server && npm run prisma:validate；命令：cd server && node --check src/routes/workflow.js；命令：cd server && npm test -- tests/unit/routes/workflow.batch.test.js tests/unit/routes/workflow.transfer.test.js tests/unit/utils/workflow.test.js。","node|vitest",DONE,DONE,DONE,"server/src/routes/workflow.js|server/src/utils/workflow.js|server/src/services/feeControl.js|server/tests/unit/routes/workflow.batch.test.js|server/tests/unit/routes/workflow.transfer.test.js|server/tests/unit/utils/workflow.test.js|client/src/api/errorMessages.ts","[""M1""]","已通过 prisma:validate、node --check workflow.js/utils/feeControl、workflow.batch/transfer/task-detail/utils 单测 23 passed。涉及 workflow 权限和审批规则，review 重点：不得阻断转审给非本人、不得影响已办详情、不得让 admin-only 绕过正式业务角色；回滚路径：回退 workflow 自审/业务角色拦截、缺主管阻断、前端错误映射和新增测试。"
+M3,中文头像首字规则,"调整 EmployeeAvatar fallback：中文/CJK 姓名默认显示首字；英文/拼音继续显示两段首字母；空姓名仍显示员工。","1) 王顺利显示王；2) 张三显示张；3) Wang Shunli 显示 WS；4) 空姓名显示员工；5) 不影响真实头像图片展示。","流程级验证：企业微信 UA 打开 /mobile/me，个人信息头像 fallback 显示首字；命令：cd client && npm run typecheck；命令：cd client && npm run test:e2e -- r5-real-device-feedback-mobile-ux.spec.ts --workers=1。","typescript|playwright",DONE,DONE,DONE,"client/src/components/common/EmployeeAvatar.tsx|client/tests/e2e/r5-real-device-feedback-mobile-ux.spec.ts","[""M1""]","已通过 client typecheck/build 与 r5-real-device-feedback-mobile-ux.spec.ts；纯前端显示规则，无 API 变更；回滚路径：恢复 buildInitials 原逻辑。"
+M4,移动报销导航与深层页交互,"将报销设为移动底部一级入口，票据上传降为首页/报销内快捷入口；报销详情隐藏底部 Tab，并提供顶部返回和吸底主操作。","1) /mobile/reimbursements 底部报销 Tab 选中；2) /mobile/reimbursements/:id 不显示底部 Tab；3) 草稿/驳回详情页首屏或吸底区域可见提交审批和添加发票；4) 无横向滚动或遮挡。","流程级验证：企业微信 UA -> /mobile -> 报销 -> 新建/进入详情 -> 验证底部导航、返回和吸底操作；命令：cd client && npm run typecheck；命令：cd client && npm run build；命令：cd client && npm run test:e2e -- r89-mobile-login-navigation.spec.ts r109-mobile-reimbursement-feedback.spec.ts r110-mobile-pc-routing.spec.ts r111-invoice-reimbursement-guard.spec.ts r124-mobile-entry-matrix.spec.ts r5-real-device-feedback-mobile-ux.spec.ts --workers=1。","typescript|playwright",DONE,DONE,DONE,"client/src/features/mobile/navigation.ts|client/src/components/mobile/MobileBottomNav.tsx|client/src/layouts/AppShellLayout.tsx|client/src/pages/MobileReimbursementDetailPage.tsx|client/tests/e2e/*.ts","[""M2"",""M3""]","已通过 client typecheck/build 和移动报销 E2E 10 passed；不删除 /mobile/capture；仅从底部一级 Tab 移除。回滚路径：恢复 MOBILE_NAV_ITEMS、AppShellLayout 底部导航显示规则和详情页操作区。"
+M5,自动化视觉验证与 R5 证据回填,"执行本轮后端、前端、E2E 与视觉检查，截图输出到 output/playwright/r5-real-device-feedback-mobile-ux/；回填主 R5 Notes 但不标 DONE。","1) 后端 workflow 检查通过；2) 前端 typecheck/build 通过；3) 关键 E2E 和新增视觉用例通过；4) 主 R5 记录本轮仍需部署后公网 smoke 和企业微信真机；5) git diff --check 通过。","流程级验证：执行 M2-M4 所列命令；命令：python3 /home/shunli/.codex/skills/plan/scripts/validate_issues_csv.py issues/2026-05-10_17-47-39-r5-real-device-feedback-mobile-ux.csv；命令：python3 /home/shunli/.codex/skills/plan/scripts/validate_issues_csv.py issues/2026-05-10_12-39-37-release-readiness-live-smoke.csv；命令：git diff --check。","python3|git|playwright",DONE,DONE,DONE,"issues/2026-05-10_17-47-39-r5-real-device-feedback-mobile-ux.csv|issues/2026-05-10_12-39-37-release-readiness-live-smoke.csv|issues/2026-05-10_18-25-33-formal-approval-org-config.csv|docs/trialrun/real-device-public-checklist.md|output/playwright/r5-real-device-feedback-mobile-ux","[""M2"",""M3"",""M4""]","本轮本地完成且不部署；截图输出到 output/playwright/r5-real-device-feedback-mobile-ux/。部署后需重跑 LIVE_SMOKE_BASE_URL=https://oa.hyinda.com bash scripts/qa/run-live-smoke-readiness.sh 并补企业微信真机验收。"

issues/2026-05-10_18-25-33-formal-approval-org-config.csv

@@ -0,0 +1,4 @@
+ID,Title,Description,Acceptance,Test_Method,Tools,Dev_Status,Review1_Status,Regression_Status,Files,Dependencies,Notes
+O1,正式审批组织配置确认,"按正式公司运行口径确认公网组织关系和业务审批角色：majianyong 是员工可见直属主管；wangshunli 是后台公司负责人，使用 ceo+admin，不配置为普通 manager。","1) 远端当前角色和直属上级只读核实；2) 形成待写配置清单；3) 明确 admin 不自动获得业务审批权；4) 未经批准不写远端数据库。","流程级验证：只读查询公网员工 wangshunli/majianyong 的 roleCodes、directManagerId、department；核对 docs/需求-统一审批中心规约.md；不执行 UPDATE。","ssh|manual",TODO,TODO,TODO,"external|issues/2026-05-10_18-25-33-formal-approval-org-config.csv","[]","默认待配置：wangshunli roleCodes 包含 admin+ceo；majianyong roleCodes 包含 manager；员工直属主管为 majianyong；majianyong 直属领导为 wangshunli。回滚路径：恢复修改前角色和 direct_manager_id。"
+O2,专用正式测试账号准备,"准备不使用真实员工日常账号的公网专用测试账号，并按正式组织关系挂到 majianyong 主管链路。","1) 专用员工、主管、财务或负责人测试账号 active；2) 密码只保存在仓库外安全位置；3) 自动化不使用真实员工日常账号；4) 账号角色满足正式审批链验证。","流程级验证：只读检查账号存在与状态；如需创建或重置密码，必须另行批准远端写操作；node scripts/qa/check-live-smoke-env.mjs --strict。","ssh|node|manual",TODO,TODO,TODO,"external","[""O1""]","本 Issue 若执行写操作，仅限测试账号和正式组织配置；不得部署、迁移或修改远端 .env。"
+O3,正式审批链公网验收,"使用专用测试账号验证正式审批链：员工 -> majianyong；majianyong -> wangshunli；高额/例外单据触发 wangshunli 二审。","1) 普通低/中额员工单据由 majianyong 处理；2) 高额/高风险/例外进入 wangshunli；3) majianyong 本人申请由 wangshunli 处理；4) wangshunli 本人不能自审。","流程级验证：公网/企业微信专用账号提交报销或请假 -> 对应审批人处理 -> 检查审批历史、通知 deeplink 和业务状态；失败项记录截图/录屏位置。","playwright|manual",TODO,TODO,TODO,"docs/trialrun/real-device-public-checklist.md","[""O2""]","通过前不得把主 R5 标记为 DONE；如需清理测试数据，另拆 destructive cleanup Issue。"

server/src/routes/leave.js

@@ -1015,6 +1015,7 @@ async function leaveRoutes(fastify) {
           startIndex: 0,
           ownerId: leave.owner_id,
           logger: fastify.log,
+          blockOnUnresolvedAssignee: true,
         });
         if (!actionable) {
           throw buildValidationError({ workflow: "no_actionable_approver" }, 409);

server/src/routes/purchaseRequests.js

@@ -1524,6 +1524,7 @@ async function purchaseRequestRoutes(fastify) {
         startIndex: 0,
         ownerId: unlockedPurchaseRequest.applicant_id,
         logger: fastify.log,
+        blockOnUnresolvedAssignee: true,
       });
 
       if (!actionable) {

server/src/routes/reimbursements.js

@@ -3179,6 +3179,7 @@ async function reimbursementRoutes(fastify) {
           startIndex: 0,
           ownerId: reimbursement.owner_id,
           logger: fastify.log,
+          blockOnUnresolvedAssignee: true,
         });
 
         if (!actionable) {

server/src/routes/travelRequests.js

@@ -986,6 +986,7 @@ async function createTravelRequestsRoutes(fastify) {
           startIndex: 0,
           ownerId: travelRequest.applicant_employee_id,
           logger: fastify.log,
+          blockOnUnresolvedAssignee: true,
         });
         if (!actionable) {
           throw buildValidationError({ workflow: "no_actionable_approver" }, 409);

server/src/routes/workflow.js

@@ -2,7 +2,7 @@ const { z } = require("zod");
 const { AppError } = require("../utils/AppError");
 const { buildAuditLogData } = require("../utils/audit");
 const { sendData } = require("../utils/reply");
-const { resolvePermissionsForRoles, hasPermission, ROLE_PERMISSIONS, resolveEntityPermission } = require("../constants/permissions");
+const { hasPermission, ROLE_PERMISSIONS, resolveEntityPermission } = require("../constants/permissions");
 const { getWorkflowStepsSnapshot, resolveActionableStep, toMoneyString } = require("../utils/workflow");
 const { consumeReservedLeave, releaseReservedLeave, formatDateOnly } = require("../services/leave");
 const { FEATURE_FLAG_KEYS, evaluateFeatureFlag } = require("../services/featureFlags");
@@ -525,6 +525,7 @@ async function loadWorkflowInstanceForTask(tx, instanceId) {
       id: true,
       entity_type: true,
       entity_id: true,
+      submitter_id: true,
       current_step_id: true,
       context_data: true,
       workflow_definition: {
@@ -674,6 +675,102 @@ async function loadWorkflowNotifyContext(tx, entityType, entityId) {
   };
 }
 
+function resolveBusinessApprovePermission(entityType) {
+  return resolveEntityPermission(normalizeWorkflowEntityType(entityType), "approve");
+}
+
+function roleHasBusinessApprovePermission(roleCode, approvePermission) {
+  if (!roleCode || roleCode === "admin" || !approvePermission) {
+    return false;
+  }
+
+  return (ROLE_PERMISSIONS[roleCode] ?? []).includes(approvePermission);
+}
+
+function employeeHasBusinessApproveRole(employee, entityType) {
+  const approvePermission = resolveBusinessApprovePermission(entityType);
+  return Boolean(
+    approvePermission &&
+      (employee?.roleCodes ?? []).some((roleCode) =>
+        roleHasBusinessApprovePermission(roleCode, approvePermission),
+      ),
+  );
+}
+
+function ensureBusinessApproveRole(employee, entityType) {
+  if (employeeHasBusinessApproveRole(employee, entityType)) {
+    return;
+  }
+
+  throw new AppError({
+    code: "PERM_002",
+    message: "不在审批范围/非当前处理人",
+    statusCode: 403,
+    details: { workflow: "business_approval_role_required" },
+  });
+}
+
+function collectWorkflowApplicantIds(workflowInstance, record) {
+  const entityType = normalizeWorkflowEntityType(workflowInstance.entity_type);
+
+  if (entityType === "reimbursement") {
+    return uniq([record?.owner_id, record?.submitter_id, workflowInstance.submitter_id]);
+  }
+
+  if (entityType === "leave") {
+    return uniq([record?.owner_id, workflowInstance.submitter_id]);
+  }
+
+  if (entityType === "purchase_request") {
+    return uniq([record?.applicant_id, record?.submitter_id, workflowInstance.submitter_id]);
+  }
+
+  if (entityType === "travel_request") {
+    return uniq([record?.applicant_employee_id, record?.submitter_id, workflowInstance.submitter_id]);
+  }
+
+  return uniq([workflowInstance.submitter_id]);
+}
+
+async function loadWorkflowApplicantIds(tx, workflowInstance) {
+  const { record } = await loadWorkflowNotifyContext(
+    tx,
+    workflowInstance.entity_type,
+    workflowInstance.entity_id,
+  );
+
+  if (!record) {
+    throw new AppError({
+      code: "VALID_001",
+      message: "参数校验失败",
+      statusCode: 409,
+      details: { workflow: "entity_not_processable" },
+    });
+  }
+
+  return collectWorkflowApplicantIds(workflowInstance, record);
+}
+
+function ensureNoSelfApproval(actorIds, applicantIds) {
+  if (!actorIds.some((actorId) => applicantIds.includes(actorId))) {
+    return;
+  }
+
+  throw new AppError({
+    code: "VALID_001",
+    message: "参数校验失败",
+    statusCode: 409,
+    details: { workflow: "self_approval_not_allowed" },
+  });
+}
+
+async function ensureWorkflowApprovalAllowed(tx, workflowInstance, request, assignment) {
+  ensureBusinessApproveRole(request.employee, workflowInstance.entity_type);
+  const applicantIds = await loadWorkflowApplicantIds(tx, workflowInstance);
+  ensureNoSelfApproval(uniq([request.employee.id, assignment?.principalId]), applicantIds);
+  return applicantIds;
+}
+
 function resolveWorkflowOutcomeNotificationType(entityType, outcome) {
   const normalizedEntityType = normalizeWorkflowEntityType(entityType);
 
@@ -877,8 +974,7 @@ async function ensureTransferTargetEligible(tx, toApproverId, approvePermission)
   }
 
   const roleCodes = target.roles.map((item) => item.role_code);
-  const permissionCodes = resolvePermissionsForRoles(roleCodes);
+  if (!roleCodes.some((roleCode) => roleHasBusinessApprovePermission(roleCode, approvePermission))) {
-  if (!approvePermission || !hasPermission(permissionCodes, approvePermission)) {
     throw new AppError({
       code: "VALID_001",
       message: "参数校验失败",
@@ -943,6 +1039,7 @@ async function executeApproveWorkflowTask({
     const workflowInstance = await loadWorkflowInstanceForTask(tx, task.instance_id);
     ensureWorkflowEntityType(workflowInstance, allowedEntityType);
     fastify.assertEntityPermission(request.employee, workflowInstance.entity_type, "approve");
+    await ensureWorkflowApprovalAllowed(tx, workflowInstance, request, assignment);
     const steps = getWorkflowStepsSnapshot(workflowInstance);
     const currentStepIndex = steps.findIndex((step) => step.id === workflowInstance.current_step_id);
     if (currentStepIndex < 0) {
@@ -1238,6 +1335,7 @@ async function executeRejectWorkflowTask({
     const workflowInstance = await loadWorkflowInstanceForTask(tx, task.instance_id);
     ensureWorkflowEntityType(workflowInstance, allowedEntityType);
     fastify.assertEntityPermission(request.employee, workflowInstance.entity_type, "approve");
+    await ensureWorkflowApprovalAllowed(tx, workflowInstance, request, assignment);
     const now = new Date();
 
     await tx.workflowTask.update({
@@ -1406,6 +1504,14 @@ function mapBatchTaskError(taskId, error) {
     };
   }
 
+  if (error instanceof AppError && error.details?.workflow === "self_approval_not_allowed") {
+    return {
+      taskId,
+      outcome: "error",
+      reason: "self_approval_not_allowed",
+    };
+  }
+
   if (error instanceof AppError) {
     return {
       taskId,
@@ -2219,6 +2325,7 @@ async function workflowRoutes(fastify) {
 
         const workflowInstance = await loadWorkflowInstanceForTask(tx, task.instance_id);
         fastify.assertEntityPermission(request.employee, workflowInstance.entity_type, "approve");
+        await ensureWorkflowApprovalAllowed(tx, workflowInstance, request, assignment);
         const now = new Date();
 
         await tx.workflowTask.update({
@@ -2421,8 +2528,10 @@ async function workflowRoutes(fastify) {
             details: { transfer: "unsupported_entity_type" },
           });
         }
+        const applicantIds = await ensureWorkflowApprovalAllowed(tx, workflowInstance, request, assignment);
         const transferCount = await ensureTransferChainNotExceeded(tx, taskId);
         await ensureTransferTargetEligible(tx, toApproverId, approvePermission);
+        ensureNoSelfApproval([toApproverId], applicantIds);
 
         if (toApproverId === request.employee.id) {
           throw new AppError({

server/src/services/feeControl.js

@@ -597,14 +597,14 @@ async function buildReimbursementPrecheck(tx, { reimbursementId, config, logger
     blocking.push(buildRiskFlagPreview("missing_approval_rule", RISK_LEVELS.high, "缺少审批规则", "当前金额范围未匹配到有效报销审批规则。"));
   } else {
     const workflowSteps = buildWorkflowStepsFromApprovalRule(approvalRule);
-    const { actionable } = await resolveActionableStep({
+    const { actionable, skipped } = await resolveActionableStep({
       tx,
       steps: workflowSteps,
       startIndex: 0,
       ownerId: reimbursement.owner_id,
       logger,
     });
-    if (!actionable) {
+    if (!actionable || skipped.length) {
       blocking.push(buildRiskFlagPreview("no_actionable_approver", RISK_LEVELS.high, "缺少可执行审批人", "当前审批链未解析出有效审批人。"));
     }
   }
@@ -718,14 +718,14 @@ async function buildPurchaseRequestPrecheck(tx, { purchaseRequestId, config, log
     blocking.push(buildRiskFlagPreview("workflow_definition_missing", RISK_LEVELS.high, "缺少流程定义", "采购申请缺少有效流程定义。"));
   } else {
     const workflowSteps = parseWorkflowSteps(workflowDefinition.definition_json);
-    const { actionable } = await resolveActionableStep({
+    const { actionable, skipped } = await resolveActionableStep({
       tx,
       steps: workflowSteps,
       startIndex: 0,
       ownerId: purchaseRequest.applicant_id,
       logger,
     });
-    if (!actionable) {
+    if (!actionable || skipped.length) {
       blocking.push(buildRiskFlagPreview("no_actionable_approver", RISK_LEVELS.high, "缺少可执行审批人", "当前采购流程未解析出有效审批人。"));
     }
   }
@@ -850,14 +850,14 @@ async function buildTravelRequestPrecheck(tx, { travelRequestId, config, logger
     blocking.push(buildRiskFlagPreview("workflow_definition_missing", RISK_LEVELS.high, "缺少流程定义", "差旅申请缺少有效流程定义。"));
   } else {
     const workflowSteps = parseWorkflowSteps(workflowDefinition.definition_json);
-    const { actionable } = await resolveActionableStep({
+    const { actionable, skipped } = await resolveActionableStep({
       tx,
       steps: workflowSteps,
       startIndex: 0,
       ownerId: travelRequest.applicant_employee_id,
       logger,
     });
-    if (!actionable) {
+    if (!actionable || skipped.length) {
       blocking.push(buildRiskFlagPreview("no_actionable_approver", RISK_LEVELS.high, "缺少可执行审批人", "当前差旅流程未解析出有效审批人。"));
     }
   }

server/src/utils/workflow.js

@@ -2,6 +2,13 @@ const { AppError } = require("./AppError");
 
 const UUID_REGEX = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
 const MAX_MANAGER_DEPTH = 10;
+const BLOCKING_ASSIGNEE_SKIP_REASONS = new Set([
+  "no_manager_found",
+  "chain_broken",
+  "self_loop",
+  "cycle_detected",
+  "max_depth_exceeded",
+]);
 
 function parseWorkflowSteps(definitionJson) {
   const steps = definitionJson?.steps;
@@ -233,7 +240,14 @@ async function resolveAssigneeFromRule(rule, options = {}) {
   });
 }
 
-async function resolveActionableStep({ tx, steps, startIndex, ownerId, logger }) {
+async function resolveActionableStep({
+  tx,
+  steps,
+  startIndex,
+  ownerId,
+  logger,
+  blockOnUnresolvedAssignee = false,
+}) {
   const skipped = [];
 
   for (let index = startIndex; index < steps.length; index += 1) {
@@ -257,6 +271,19 @@ async function resolveActionableStep({ tx, steps, startIndex, ownerId, logger })
     }
 
     if (resolved.skipReason) {
+      if (blockOnUnresolvedAssignee && BLOCKING_ASSIGNEE_SKIP_REASONS.has(resolved.skipReason)) {
+        throw new AppError({
+          code: "VALID_001",
+          message: "参数校验失败",
+          statusCode: 409,
+          details: {
+            workflow: "no_actionable_approver",
+            reason: resolved.skipReason,
+            stepId: step.id,
+          },
+        });
+      }
+
       skipped.push({
         index,
         step,

server/tests/unit/routes/workflow.batch.test.js

@@ -4,6 +4,7 @@ const workflowRoutes = require("../../../src/routes/workflow");
 const { AppError } = require("../../../src/utils/AppError");
 
 const ACTOR_ID = "aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa";
+const OWNER_ID = "bbbbbbbb-bbbb-4bbb-8bbb-bbbbbbbbbbbb";
 
 function buildTask(taskId, overrides = {}) {
   return {
@@ -112,7 +113,14 @@ async function buildApp(options = {}) {
     },
     reimbursementForm: {
       update: vi.fn(async () => ({})),
-      findUnique: vi.fn(async () => null),
+      findUnique: vi.fn(async () => ({
+        id: "reimbursement-1",
+        form_number: "BX-TEST",
+        total_amount: "100.00",
+        owner_id: options.reimbursementOwnerId ?? OWNER_ID,
+        submitter_id: options.reimbursementSubmitterId ?? options.reimbursementOwnerId ?? OWNER_ID,
+        owner: { id: options.reimbursementOwnerId ?? OWNER_ID, name: "申请人" },
+      })),
     },
     leaveRequest: {
       findUnique: vi.fn(async () => null),
@@ -180,6 +188,30 @@ async function buildApp(options = {}) {
 }
 
 describe("workflow batch routes", () => {
+  it("rejects self approval on a single task action", async () => {
+    const { app, state } = await buildApp({
+      reimbursementOwnerId: ACTOR_ID,
+    });
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/workflow/tasks/11111111-1111-4111-8111-111111111111/approve",
+    });
+
+    expect(response.statusCode).toBe(409);
+    expect(response.json().error).toEqual(
+      expect.objectContaining({
+        code: "VALID_001",
+        details: expect.objectContaining({
+          workflow: "self_approval_not_allowed",
+        }),
+      }),
+    );
+    expect(state.tasks.get("11111111-1111-4111-8111-111111111111").status).toBe("pending");
+
+    await app.close();
+  });
+
   it("approves reimbursement tasks and skips already processed ones", async () => {
     const { app, prisma, state } = await buildApp();
 
@@ -311,6 +343,40 @@ describe("workflow batch routes", () => {
     await app.close();
   });
 
+  it("rejects self approval in batch actions without changing the task", async () => {
+    const { app, state } = await buildApp({
+      reimbursementOwnerId: ACTOR_ID,
+    });
+
+    const response = await app.inject({
+      method: "POST",
+      url: "/api/workflow/batch-approve",
+      payload: {
+        taskIds: ["11111111-1111-4111-8111-111111111111"],
+      },
+    });
+
+    expect(response.statusCode).toBe(200);
+    expect(response.json().data).toEqual({
+      results: [
+        {
+          taskId: "11111111-1111-4111-8111-111111111111",
+          outcome: "error",
+          reason: "self_approval_not_allowed",
+        },
+      ],
+      summary: {
+        approved: 0,
+        rejected: 0,
+        skipped: 0,
+        errored: 1,
+      },
+    });
+    expect(state.tasks.get("11111111-1111-4111-8111-111111111111").status).toBe("pending");
+
+    await app.close();
+  });
+
   it("rejects oversized batch payloads and missing permissions", async () => {
     const { app } = await buildApp();
     const oversizedPayload = {

server/tests/unit/routes/workflow.transfer.test.js

@@ -3,6 +3,8 @@ const Fastify = require("fastify");
 const { AppError } = require("../../../src/utils/AppError");
 const workflowRoutes = require("../../../src/routes/workflow");
 
+const APPLICANT_ID = "55555555-5555-4555-8555-555555555555";
+
 function buildTaskRow() {
   return {
     id: "11111111-1111-4111-8111-111111111111",
@@ -51,6 +53,39 @@ function buildTx({ entityType, targetRoleCode = "manager", transferCount = 0 })
     employee: {
       findUnique: vi.fn().mockResolvedValue(buildTarget(targetRoleCode)),
     },
+    reimbursementForm: {
+      findUnique: vi.fn().mockResolvedValue({
+        id: "33333333-3333-4333-8333-333333333333",
+        owner_id: APPLICANT_ID,
+        submitter_id: APPLICANT_ID,
+        owner: { id: APPLICANT_ID, name: "申请人" },
+      }),
+    },
+    leaveRequest: {
+      findUnique: vi.fn().mockResolvedValue({
+        id: "33333333-3333-4333-8333-333333333333",
+        owner_id: APPLICANT_ID,
+        owner: { id: APPLICANT_ID, name: "申请人" },
+      }),
+    },
+    purchaseRequest: {
+      findUnique: vi.fn().mockResolvedValue({
+        id: "33333333-3333-4333-8333-333333333333",
+        request_no: "CG-TEST",
+        applicant_id: APPLICANT_ID,
+        submitter_id: APPLICANT_ID,
+        applicant: { id: APPLICANT_ID, name: "申请人" },
+      }),
+    },
+    travelRequest: {
+      findUnique: vi.fn().mockResolvedValue({
+        id: "33333333-3333-4333-8333-333333333333",
+        request_no: "CL-TEST",
+        applicant_employee_id: APPLICANT_ID,
+        submitter_id: APPLICANT_ID,
+        applicant: { id: APPLICANT_ID, name: "申请人" },
+      }),
+    },
     workflowTask: {
       update: vi.fn().mockResolvedValue({ id: "11111111-1111-4111-8111-111111111111" }),
     },
@@ -132,7 +167,7 @@ describe("workflow transfer route", () => {
         prisma: buildPrisma(tx),
         employee: {
           id: "actor-1",
-          roleCodes: [],
+          roleCodes: ["manager"],
           permissionCodes: ["expense.transfer"],
         },
       });
@@ -188,7 +223,7 @@ describe("workflow transfer route", () => {
       prisma: buildPrisma(tx),
       employee: {
         id: "actor-1",
-        roleCodes: [],
+        roleCodes: ["manager"],
         permissionCodes: ["expense.transfer"],
       },
     });
@@ -217,13 +252,80 @@ describe("workflow transfer route", () => {
     await app.close();
   });
 
+  it("does not treat admin-only target as a business approver", async () => {
+    const tx = buildTx({ entityType: "reimbursement", targetRoleCode: "admin" });
+    const app = await buildApp({
+      prisma: buildPrisma(tx),
+      employee: {
+        id: "actor-1",
+        roleCodes: ["manager"],
+        permissionCodes: ["expense.transfer"],
+      },
+    });
+
+    const response = await app.inject({
+      method: "POST",
+      url: `/api/workflow/tasks/${buildTaskRow().id}/transfer`,
+      headers: { authorization: "Bearer test" },
+      payload: {
+        toApproverId: "44444444-4444-4444-8444-444444444444",
+        reason: "当前事项需转交对应审批人继续处理，请及时跟进。",
+      },
+    });
+
+    expect(response.statusCode).toBe(409);
+    expect(response.json().error.details).toEqual(
+      expect.objectContaining({
+        toApproverId: "target_not_approver",
+      }),
+    );
+    expect(tx.workflowTask.update).not.toHaveBeenCalled();
+
+    await app.close();
+  });
+
+  it("rejects transfer to the applicant", async () => {
+    const tx = buildTx({ entityType: "leave", targetRoleCode: "manager" });
+    const app = await buildApp({
+      prisma: buildPrisma(tx),
+      employee: {
+        id: "actor-1",
+        roleCodes: ["manager"],
+        permissionCodes: ["expense.transfer"],
+      },
+    });
+
+    const response = await app.inject({
+      method: "POST",
+      url: `/api/workflow/tasks/${buildTaskRow().id}/transfer`,
+      headers: { authorization: "Bearer test" },
+      payload: {
+        toApproverId: APPLICANT_ID,
+        reason: "当前事项需转交对应审批人继续处理，请及时跟进。",
+      },
+    });
+
+    expect(response.statusCode).toBe(409);
+    expect(response.json().error).toEqual(
+      expect.objectContaining({
+        code: "VALID_001",
+        details: expect.objectContaining({
+          workflow: "self_approval_not_allowed",
+        }),
+      }),
+    );
+    expect(tx.workflowTask.update).not.toHaveBeenCalled();
+
+    await app.close();
+  });
+
   it("returns WORKFLOW_003 when transfer chain exceeds limit", async () => {
     const tx = buildTx({ entityType: "leave", transferCount: 3 });
     const app = await buildApp({
       prisma: buildPrisma(tx),
       employee: {
         id: "actor-1",
-        roleCodes: [],
+        roleCodes: ["manager"],
         permissionCodes: ["expense.transfer"],
       },
     });

server/tests/unit/utils/workflow.test.js

@@ -1,53 +1,132 @@
-
 const workflowUtils = require("../../../src/utils/workflow");
 
-describe("Workflow Utils", () => {
+const { resolveActionableStep } = workflowUtils;
-    describe("parseWorkflowSteps", () => {
-        it("throws error for invalid steps array", () => {
-            expect(() => workflowUtils.parseWorkflowSteps({})).toThrow(/参数校验失败/);
-            expect(() => workflowUtils.parseWorkflowSteps({ steps: [] })).toThrow(/参数校验失败/);
-        });
 
-        it("parses valid steps array", () => {
+const OWNER_ID = "11111111-1111-4111-8111-111111111111";
-            expect(workflowUtils.parseWorkflowSteps({ steps: [{ id: 1 }] })).toEqual([{ id: 1 }]);
+
-        });
+function buildSteps() {
+  return [
+    {
+      id: "approval_1_manager",
+      name: "主管审批",
+      type: "approval",
+      assignee_rule: { type: "department_manager" },
+    },
+    {
+      id: "approval_2_finance",
+      name: "财务复核",
+      type: "approval",
+      assignee_rule: { type: "role", value: "finance" },
+    },
+  ];
+}
+
+describe("workflow assignee resolution", () => {
+  describe("parseWorkflowSteps", () => {
+    it("throws error for invalid steps array", () => {
+      expect(() => workflowUtils.parseWorkflowSteps({})).toThrow(/参数校验失败/);
+      expect(() => workflowUtils.parseWorkflowSteps({ steps: [] })).toThrow(/参数校验失败/);
     });
 
-    describe("buildWorkflowStepsFromApprovalRule", () => {
+    it("parses valid steps array", () => {
-        it("builds steps correctly for valid rule", () => {
+      expect(workflowUtils.parseWorkflowSteps({ steps: [{ id: 1 }] })).toEqual([{ id: 1 }]);
-            const result = workflowUtils.buildWorkflowStepsFromApprovalRule({
+    });
-                level1_role: "manager",
+  });
-                level2_role: "finance",
-            });
-            expect(result.length).toBe(2);
-            expect(result[0].assignee_rule.type).toBe("department_manager");
-            expect(result[1].assignee_rule.type).toBe("role");
-            expect(result[1].assignee_rule.value).toBe("finance");
-        });
 
-        it("throws if rule is empty or missing roles", () => {
+  describe("buildWorkflowStepsFromApprovalRule", () => {
-            expect(() => workflowUtils.buildWorkflowStepsFromApprovalRule({})).toThrow(/参数校验失败/);
+    it("builds steps correctly for valid rule", () => {
-        });
+      const result = workflowUtils.buildWorkflowStepsFromApprovalRule({
+        level1_role: "manager",
+        level2_role: "finance",
+      });
+
+      expect(result.length).toBe(2);
+      expect(result[0].assignee_rule.type).toBe("department_manager");
+      expect(result[1].assignee_rule.type).toBe("role");
+      expect(result[1].assignee_rule.value).toBe("finance");
     });
 
-    describe("resolveAssigneeFromRule", () => {
+    it("throws if rule is empty or missing roles", () => {
-        it("resolves role type", async () => {
+      expect(() => workflowUtils.buildWorkflowStepsFromApprovalRule({})).toThrow(/参数校验失败/);
-            const res = await workflowUtils.resolveAssigneeFromRule({ type: "role", value: "hr" });
+    });
-            expect(res.assigneeRole).toBe("hr");
+  });
-            expect(res.assigneeId).toBe(null);
-        });
 
-        it("throws for invalid rule", async () => {
+  describe("resolveAssigneeFromRule", () => {
-            await expect(workflowUtils.resolveAssigneeFromRule(null)).rejects.toThrow(/参数校验失败/);
+    it("resolves role type", async () => {
-            await expect(workflowUtils.resolveAssigneeFromRule({ type: "unknown" })).rejects.toThrow(/参数校验失败/);
+      const result = await workflowUtils.resolveAssigneeFromRule({ type: "role", value: "hr" });
-        });
+
+      expect(result.assigneeRole).toBe("hr");
+      expect(result.assigneeId).toBe(null);
     });
 
-    describe("toMoneyString", () => {
+    it("throws for invalid rule", async () => {
-        it("converts values to string correctly", () => {
+      await expect(workflowUtils.resolveAssigneeFromRule(null)).rejects.toThrow(/参数校验失败/);
-            expect(workflowUtils.toMoneyString(null)).toBe(null);
+      await expect(workflowUtils.resolveAssigneeFromRule({ type: "unknown" })).rejects.toThrow(/参数校验失败/);
-            expect(workflowUtils.toMoneyString("10.0")).toBe("10.0");
-            expect(workflowUtils.toMoneyString(10)).toBe("10");
-        });
     });
+  });
+
+  describe("toMoneyString", () => {
+    it("converts values to string correctly", () => {
+      expect(workflowUtils.toMoneyString(null)).toBe(null);
+      expect(workflowUtils.toMoneyString("10.0")).toBe("10.0");
+      expect(workflowUtils.toMoneyString(10)).toBe("10");
+    });
+  });
+
+  it("blocks submit-time workflow resolution when the direct manager is missing", async () => {
+    const tx = {
+      employee: {
+        findUnique: vi.fn(async () => ({
+          id: OWNER_ID,
+          direct_manager_id: null,
+        })),
+      },
+    };
+
+    await expect(
+      resolveActionableStep({
+        tx,
+        steps: buildSteps(),
+        startIndex: 0,
+        ownerId: OWNER_ID,
+        blockOnUnresolvedAssignee: true,
+      }),
+    ).rejects.toMatchObject({
+      details: {
+        workflow: "no_actionable_approver",
+        reason: "no_manager_found",
+        stepId: "approval_1_manager",
+      },
+    });
+  });
+
+  it("keeps legacy skip behavior when strict submit resolution is not requested", async () => {
+    const tx = {
+      employee: {
+        findUnique: vi.fn(async () => ({
+          id: OWNER_ID,
+          direct_manager_id: null,
+        })),
+      },
+    };
+
+    const result = await resolveActionableStep({
+      tx,
+      steps: buildSteps(),
+      startIndex: 0,
+      ownerId: OWNER_ID,
+    });
+
+    expect(result.actionable).toEqual(
+      expect.objectContaining({
+        step: expect.objectContaining({ id: "approval_2_finance" }),
+        assigneeRole: "finance",
+      }),
+    );
+    expect(result.skipped).toEqual([
+      expect.objectContaining({
+        reason: "no_manager_found",
+      }),
+    ]);
+  });
 });