Merge: Vendor Payment Snapshot feature

Save a vendor payment as a reusable named snapshot and re-apply it later, pre-filling every field except the Expense Date. Shared church-wide with a creator tag; quick picker in the vendor form + a management page (rename/delete). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 15:26:59 -07:00
parent 5d03e42302 099303995b
commit d32eea3523
22 changed files with 3656 additions and 5 deletions
@@ -0,0 +1,165 @@
+using System.Security.Claims;
+using Microsoft.AspNetCore.Http;
+using Microsoft.EntityFrameworkCore;
+using Moq;
+using ROLAC.API.Data;
+using ROLAC.API.Data.Interceptors;
+using ROLAC.API.DTOs.Expense;
+using ROLAC.API.Entities;
+using ROLAC.API.Services;
+using ROLAC.API.Services.Logging;
+using Xunit;
+
+namespace ROLAC.API.Tests.Services;
+
+public class ExpenseSnapshotServiceTests
+{
+    private static AppDbContext BuildDb(string userId)
+    {
+        var claims = new[] { new Claim(ClaimTypes.NameIdentifier, userId) };
+        var ctx    = new DefaultHttpContext { User = new(new ClaimsIdentity(claims)) };
+        var mock   = new Mock<IHttpContextAccessor>();
+        mock.Setup(x => x.HttpContext).Returns(ctx);
+        return new AppDbContext(new DbContextOptionsBuilder<AppDbContext>()
+            .UseInMemoryDatabase(Guid.NewGuid().ToString())
+            .AddInterceptors(new AuditSaveChangesInterceptor(new CurrentUserAccessor(mock.Object))).Options);
+    }
+
+    private static (ExpenseSnapshotService svc, AppDbContext db) Build(string userId = "u1")
+    {
+        var db = BuildDb(userId);
+        db.Ministries.Add(new Ministry { Id = 1, Name_en = "Worship", Name_zh = "敬拜" });
+        db.ExpenseCategoryGroups.Add(new ExpenseCategoryGroup { Id = 1, Name_en = "Facilities" });
+        db.ExpenseSubCategories.Add(new ExpenseSubCategory { Id = 1, GroupId = 1, Name_en = "Rent" });
+        db.SaveChanges();
+
+        var claims = new[] { new Claim(ClaimTypes.NameIdentifier, userId) };
+        var ctx    = new DefaultHttpContext { User = new(new ClaimsIdentity(claims)) };
+        var http   = new Mock<IHttpContextAccessor>();
+        http.Setup(x => x.HttpContext).Returns(ctx);
+        return (new ExpenseSnapshotService(db, http.Object), db);
+    }
+
+    private static CreateExpenseSnapshotRequest Rent() => new()
+    {
+        Name = "Monthly Rent", MinistryId = 1, Description = "Office rent", VendorName = "Landlord X",
+        CheckNumber = "1001",
+        Lines = { new ExpenseLineInput { CategoryGroupId = 1, SubCategoryId = 1, Amount = 1200m } },
+    };
+
+    [Fact]
+    public async Task Create_PersistsHeaderAndLines_StampsCreator()
+    {
+        var (svc, db) = Build("creator-1");
+        var id = await svc.CreateAsync(Rent());
+
+        var saved = await db.ExpenseSnapshots.FindAsync(id);
+        Assert.Equal("Monthly Rent", saved!.Name);
+        Assert.Equal("creator-1", saved.CreatedBy);
+        Assert.Equal(1, await db.ExpenseSnapshotLines.CountAsync(l => l.SnapshotId == id));
+    }
+
+    [Fact]
+    public async Task Create_WithNoLines_Throws()
+    {
+        var (svc, _) = Build();
+        var r = Rent(); r.Lines.Clear();
+        await Assert.ThrowsAsync<InvalidOperationException>(() => svc.CreateAsync(r));
+    }
+
+    [Fact]
+    public async Task Create_WithInvalidFunctionalClass_Throws()
+    {
+        var (svc, _) = Build();
+        var r = Rent();
+        r.Lines[0].FunctionalClass = "NotAClass";
+        await Assert.ThrowsAsync<InvalidOperationException>(() => svc.CreateAsync(r));
+    }
+
+    [Fact]
+    public async Task GetById_ReturnsLines_TotalsAndCreatorName()
+    {
+        var (svc, db) = Build("creator-1");
+        db.Members.Add(new Member { Id = 5, FirstName_en = "Joy", LastName_en = "Wong" });
+        db.Users.Add(new AppUser { Id = "creator-1", MemberId = 5 });
+        await db.SaveChangesAsync();
+
+        var id = await svc.CreateAsync(Rent());
+        var dto = await svc.GetByIdAsync(id);
+
+        Assert.NotNull(dto);
+        Assert.Equal(1200m, dto!.TotalAmount);
+        Assert.Equal(1, dto.LineCount);
+        Assert.Equal("Rent", dto.Lines.Single().SubCategoryName);
+        Assert.Equal("Joy Wong", dto.CreatedByName);
+    }
+
+    [Fact]
+    public async Task GetAll_ReturnsNewestFirst()
+    {
+        var (svc, _) = Build();
+        var first  = await svc.CreateAsync(Rent());
+        var second = await svc.CreateAsync(Rent());
+
+        var all = await svc.GetAllAsync();
+
+        Assert.Equal(2, all.Count);
+        Assert.Equal(second, all[0].Id);
+        Assert.Equal(first,  all[1].Id);
+    }
+
+    [Fact]
+    public async Task Update_RenamesAndReplacesLines()
+    {
+        var (svc, db) = Build();
+        db.ExpenseCategoryGroups.Add(new ExpenseCategoryGroup { Id = 2, Name_en = "Utilities" });
+        db.ExpenseSubCategories.Add(new ExpenseSubCategory { Id = 2, GroupId = 2, Name_en = "Internet" });
+        await db.SaveChangesAsync();
+
+        var id = await svc.CreateAsync(Rent());
+        await svc.UpdateAsync(id, new UpdateExpenseSnapshotRequest
+        {
+            Name = "Monthly Internet", MinistryId = 1, Description = "ISP",
+            Lines = { new ExpenseLineInput { CategoryGroupId = 2, SubCategoryId = 2, Amount = 80m } },
+        });
+
+        var dto = await svc.GetByIdAsync(id);
+        Assert.Equal("Monthly Internet", dto!.Name);
+        Assert.Equal(80m, dto.TotalAmount);
+        Assert.Equal("Internet", dto.Lines.Single().SubCategoryName);
+        Assert.Equal(1, await db.ExpenseSnapshotLines.CountAsync(l => l.SnapshotId == id));
+    }
+
+    [Fact]
+    public async Task Update_MissingId_Throws()
+    {
+        var (svc, _) = Build();
+        await Assert.ThrowsAsync<KeyNotFoundException>(() => svc.UpdateAsync(999, new UpdateExpenseSnapshotRequest
+        {
+            Name = "x", MinistryId = 1, Description = "x",
+            Lines = { new ExpenseLineInput { CategoryGroupId = 1, SubCategoryId = 1, Amount = 1m } },
+        }));
+    }
+
+    [Fact]
+    public async Task Delete_SoftDeletes_HidesFromQueries()
+    {
+        var (svc, db) = Build();
+        var id = await svc.CreateAsync(Rent());
+
+        await svc.DeleteAsync(id);
+
+        Assert.Empty(await svc.GetAllAsync());
+        Assert.Null(await db.ExpenseSnapshots.FirstOrDefaultAsync(s => s.Id == id));
+    }
+
+    [Fact]
+    public async Task Delete_StampsDeletedBy()
+    {
+        var (svc, db) = Build("deleter-1");
+        var id = await svc.CreateAsync(Rent());
+        await svc.DeleteAsync(id);
+        var row = await db.ExpenseSnapshots.IgnoreQueryFilters().FirstAsync(s => s.Id == id);
+        Assert.Equal("deleter-1", row.DeletedBy);
+    }
+}
@@ -0,0 +1,68 @@
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.Mvc;
+using ROLAC.API.Authorization;
+using ROLAC.API.DTOs.Expense;
+using ROLAC.API.Services;
+
+namespace ROLAC.API.Controllers;
+
+// Snapshots are reusable vendor-payment templates — a finance tool. Every action requires
+// Expenses:Write (super_admin bypasses), matching who can create vendor payments.
+[ApiController]
+[Route("api/expense-snapshots")]
+[Authorize]
+public class ExpenseSnapshotsController : ControllerBase
+{
+    private readonly IExpenseSnapshotService _svc;
+    private readonly IPermissionService _perms;
+    public ExpenseSnapshotsController(IExpenseSnapshotService svc, IPermissionService perms)
+    {
+        _svc = svc;
+        _perms = perms;
+    }
+
+    private List<string> Roles() => User.FindAll("role").Select(claim => claim.Value).ToList();
+    private bool IsSuperAdmin() => User.IsInRole(PermissionAuthorizationHandler.SuperAdminRole);
+    private async Task<bool> CanManageAsync() =>
+        IsSuperAdmin() || await _perms.HasPermissionAsync(Roles(), Modules.Expenses, PermissionActions.Write);
+
+    [HttpGet]
+    public async Task<IActionResult> GetAll()
+    {
+        if (!await CanManageAsync()) return Forbid();
+        return Ok(await _svc.GetAllAsync());
+    }
+
+    [HttpGet("{id:int}")]
+    public async Task<IActionResult> GetById(int id)
+    {
+        if (!await CanManageAsync()) return Forbid();
+        var dto = await _svc.GetByIdAsync(id);
+        return dto is null ? NotFound() : Ok(dto);
+    }
+
+    [HttpPost]
+    public async Task<IActionResult> Create([FromBody] CreateExpenseSnapshotRequest r)
+    {
+        if (!await CanManageAsync()) return Forbid();
+        try { return Ok(new { id = await _svc.CreateAsync(r) }); }
+        catch (InvalidOperationException ex) { return Conflict(new { message = ex.Message }); }
+    }
+
+    [HttpPut("{id:int}")]
+    public async Task<IActionResult> Update(int id, [FromBody] UpdateExpenseSnapshotRequest r)
+    {
+        if (!await CanManageAsync()) return Forbid();
+        try { await _svc.UpdateAsync(id, r); return NoContent(); }
+        catch (KeyNotFoundException) { return NotFound(); }
+        catch (InvalidOperationException ex) { return Conflict(new { message = ex.Message }); }
+    }
+
+    [HttpDelete("{id:int}")]
+    public async Task<IActionResult> Delete(int id)
+    {
+        if (!await CanManageAsync()) return Forbid();
+        try { await _svc.DeleteAsync(id); return NoContent(); }
+        catch (KeyNotFoundException) { return NotFound(); }
+    }
+}
@@ -0,0 +1,42 @@
+using System.ComponentModel.DataAnnotations;
+namespace ROLAC.API.DTOs.Expense;
+
+public class ExpenseSnapshotLineDto
+{
+    public int      CategoryGroupId   { get; set; }
+    public string   CategoryGroupName { get; set; } = "";
+    public int      SubCategoryId     { get; set; }
+    public string   SubCategoryName   { get; set; } = "";
+    public string?  FunctionalClass   { get; set; }
+    public decimal  Amount            { get; set; }
+    public string?  Description       { get; set; }
+}
+
+public class ExpenseSnapshotDto
+{
+    public int      Id           { get; set; }
+    public string   Name         { get; set; } = "";
+    public int      MinistryId   { get; set; }
+    public string   MinistryName { get; set; } = "";
+    public string   Description  { get; set; } = "";
+    public string?  VendorName   { get; set; }
+    public string?  CheckNumber  { get; set; }
+    public string?  Notes        { get; set; }
+    public decimal  TotalAmount  { get; set; }   // sum of line amounts (list hint)
+    public int      LineCount    { get; set; }
+    public string?  CreatedByName { get; set; }  // resolved Member full name, email fallback
+    public DateTimeOffset CreatedAt { get; set; }
+    public List<ExpenseSnapshotLineDto> Lines { get; set; } = new();
+}
+
+public class CreateExpenseSnapshotRequest
+{
+    [Required, MaxLength(150)] public string Name { get; set; } = "";
+    [Required] public int MinistryId { get; set; }
+    [Required, MinLength(1)] public List<ExpenseLineInput> Lines { get; set; } = new();
+    [Required, MaxLength(500)] public string Description { get; set; } = "";
+    [MaxLength(200)] public string? VendorName  { get; set; }
+    [MaxLength(50)]  public string? CheckNumber { get; set; }
+    public string? Notes { get; set; }
+}
+public class UpdateExpenseSnapshotRequest : CreateExpenseSnapshotRequest { }
@@ -23,6 +23,8 @@ public class AppDbContext : IdentityDbContext<AppUser, AppRole, string>
    public DbSet<Form990ExpenseLine> Form990ExpenseLines => Set<Form990ExpenseLine>();
    public DbSet<Expense>          Expenses          => Set<Expense>();
    public DbSet<ExpenseLine>      ExpenseLines      => Set<ExpenseLine>();
+    public DbSet<ExpenseSnapshot>     ExpenseSnapshots     => Set<ExpenseSnapshot>();
+    public DbSet<ExpenseSnapshotLine> ExpenseSnapshotLines => Set<ExpenseSnapshotLine>();
    public DbSet<MonthlyStatement> MonthlyStatements => Set<MonthlyStatement>();
    public DbSet<ChurchProfile>    ChurchProfiles    => Set<ChurchProfile>();
    public DbSet<Check>            Checks            => Set<Check>();
@@ -292,6 +294,47 @@ public class AppDbContext : IdentityDbContext<AppUser, AppRole, string>
                  .HasForeignKey(e => e.SubCategoryId).OnDelete(DeleteBehavior.Restrict);
        });

+        // ── ExpenseSnapshot (reusable vendor-payment template) ───────────────
+        builder.Entity<ExpenseSnapshot>(entity =>
+        {
+            entity.HasQueryFilter(s => !s.IsDeleted);
+
+            entity.Property(e => e.Name).HasMaxLength(150).IsRequired();
+            entity.Property(e => e.Description).HasMaxLength(500).IsRequired();
+            entity.Property(e => e.VendorName).HasMaxLength(200);
+            entity.Property(e => e.CheckNumber).HasMaxLength(50);
+            entity.Property(e => e.CreatedBy).HasMaxLength(450);
+            entity.Property(e => e.UpdatedBy).HasMaxLength(450);
+            entity.Property(e => e.DeletedBy).HasMaxLength(450);
+
+            entity.HasIndex(e => e.CreatedAt);
+
+            entity.HasOne(e => e.Ministry).WithMany()
+                  .HasForeignKey(e => e.MinistryId).OnDelete(DeleteBehavior.Restrict);
+        });
+
+        // ── ExpenseSnapshotLine (category breakdown of one snapshot) ─────────
+        builder.Entity<ExpenseSnapshotLine>(entity =>
+        {
+            // Mirror the parent snapshot's soft-delete filter (required relationship).
+            entity.HasQueryFilter(l => !l.Snapshot!.IsDeleted);
+
+            entity.Property(e => e.FunctionalClass).HasMaxLength(20);
+            entity.Property(e => e.Amount).HasColumnType("decimal(18,2)");
+            entity.Property(e => e.Description).HasMaxLength(500);
+            entity.Property(e => e.CreatedBy).HasMaxLength(450);
+            entity.Property(e => e.UpdatedBy).HasMaxLength(450);
+
+            entity.HasIndex(e => e.SnapshotId);
+
+            entity.HasOne(e => e.Snapshot).WithMany(x => x.Lines)
+                  .HasForeignKey(e => e.SnapshotId).OnDelete(DeleteBehavior.Cascade);
+            entity.HasOne(e => e.CategoryGroup).WithMany()
+                  .HasForeignKey(e => e.CategoryGroupId).OnDelete(DeleteBehavior.Restrict);
+            entity.HasOne(e => e.SubCategory).WithMany()
+                  .HasForeignKey(e => e.SubCategoryId).OnDelete(DeleteBehavior.Restrict);
+        });
+
        // ── ChurchProfile (singleton settings) ───────────────────────────────
        builder.Entity<ChurchProfile>(entity =>
        {
@@ -0,0 +1,22 @@
+using ROLAC.API.Entities.Base;
+namespace ROLAC.API.Entities;
+
+/// <summary>
+/// A reusable template of a vendor payment. Lets finance save a recurring fixed expense
+/// (rent, internet, a fixed catered-meal cost) and re-apply it later, pre-filling everything
+/// except the ExpenseDate. Shared church-wide; the creator is the auditable CreatedBy.
+/// Lines are wholly owned by the header (replaced as a set on update, like ExpenseLine).
+/// </summary>
+public class ExpenseSnapshot : SoftDeleteEntity
+{
+    public int      Id          { get; set; }
+    public string   Name        { get; set; } = null!;   // user label, e.g. "Monthly Rent — Landlord X"
+    public int      MinistryId  { get; set; }
+    public string   Description { get; set; } = null!;
+    public string?  VendorName  { get; set; }
+    public string?  CheckNumber { get; set; }
+    public string?  Notes       { get; set; }
+
+    public Ministry?                 Ministry { get; set; }
+    public List<ExpenseSnapshotLine> Lines    { get; set; } = new();
+}
@@ -0,0 +1,18 @@
+using ROLAC.API.Entities.Base;
+namespace ROLAC.API.Entities;
+
+/// <summary>One category line of an <see cref="ExpenseSnapshot"/>, mirroring <see cref="ExpenseLine"/>.</summary>
+public class ExpenseSnapshotLine : AuditableEntity
+{
+    public int      Id              { get; set; }
+    public int      SnapshotId      { get; set; }
+    public int      CategoryGroupId { get; set; }
+    public int      SubCategoryId   { get; set; }
+    public string?  FunctionalClass { get; set; }   // null = inherit Ministry.DefaultFunctionalClass
+    public decimal  Amount          { get; set; }
+    public string?  Description     { get; set; }
+
+    public ExpenseSnapshot?      Snapshot      { get; set; }
+    public ExpenseCategoryGroup? CategoryGroup { get; set; }
+    public ExpenseSubCategory?   SubCategory   { get; set; }
+}
@@ -0,0 +1,122 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+using Npgsql.EntityFrameworkCore.PostgreSQL.Metadata;
+
+#nullable disable
+
+namespace ROLAC.API.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddExpenseSnapshots : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.CreateTable(
+                name: "ExpenseSnapshots",
+                columns: table => new
+                {
+                    Id = table.Column<int>(type: "integer", nullable: false)
+                        .Annotation("Npgsql:ValueGenerationStrategy", NpgsqlValueGenerationStrategy.IdentityByDefaultColumn),
+                    Name = table.Column<string>(type: "character varying(150)", maxLength: 150, nullable: false),
+                    MinistryId = table.Column<int>(type: "integer", nullable: false),
+                    Description = table.Column<string>(type: "character varying(500)", maxLength: 500, nullable: false),
+                    VendorName = table.Column<string>(type: "character varying(200)", maxLength: 200, nullable: true),
+                    CheckNumber = table.Column<string>(type: "character varying(50)", maxLength: 50, nullable: true),
+                    Notes = table.Column<string>(type: "text", nullable: true),
+                    CreatedAt = table.Column<DateTimeOffset>(type: "timestamp with time zone", nullable: false),
+                    CreatedBy = table.Column<string>(type: "character varying(450)", maxLength: 450, nullable: false),
+                    UpdatedAt = table.Column<DateTimeOffset>(type: "timestamp with time zone", nullable: false),
+                    UpdatedBy = table.Column<string>(type: "character varying(450)", maxLength: 450, nullable: false),
+                    IsDeleted = table.Column<bool>(type: "boolean", nullable: false),
+                    DeletedAt = table.Column<DateTimeOffset>(type: "timestamp with time zone", nullable: true),
+                    DeletedBy = table.Column<string>(type: "character varying(450)", maxLength: 450, nullable: true)
+                },
+                constraints: table =>
+                {
+                    table.PrimaryKey("PK_ExpenseSnapshots", x => x.Id);
+                    table.ForeignKey(
+                        name: "FK_ExpenseSnapshots_Ministries_MinistryId",
+                        column: x => x.MinistryId,
+                        principalTable: "Ministries",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Restrict);
+                });
+
+            migrationBuilder.CreateTable(
+                name: "ExpenseSnapshotLines",
+                columns: table => new
+                {
+                    Id = table.Column<int>(type: "integer", nullable: false)
+                        .Annotation("Npgsql:ValueGenerationStrategy", NpgsqlValueGenerationStrategy.IdentityByDefaultColumn),
+                    SnapshotId = table.Column<int>(type: "integer", nullable: false),
+                    CategoryGroupId = table.Column<int>(type: "integer", nullable: false),
+                    SubCategoryId = table.Column<int>(type: "integer", nullable: false),
+                    FunctionalClass = table.Column<string>(type: "character varying(20)", maxLength: 20, nullable: true),
+                    Amount = table.Column<decimal>(type: "numeric(18,2)", nullable: false),
+                    Description = table.Column<string>(type: "character varying(500)", maxLength: 500, nullable: true),
+                    CreatedAt = table.Column<DateTimeOffset>(type: "timestamp with time zone", nullable: false),
+                    CreatedBy = table.Column<string>(type: "character varying(450)", maxLength: 450, nullable: false),
+                    UpdatedAt = table.Column<DateTimeOffset>(type: "timestamp with time zone", nullable: false),
+                    UpdatedBy = table.Column<string>(type: "character varying(450)", maxLength: 450, nullable: false)
+                },
+                constraints: table =>
+                {
+                    table.PrimaryKey("PK_ExpenseSnapshotLines", x => x.Id);
+                    table.ForeignKey(
+                        name: "FK_ExpenseSnapshotLines_ExpenseCategoryGroups_CategoryGroupId",
+                        column: x => x.CategoryGroupId,
+                        principalTable: "ExpenseCategoryGroups",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Restrict);
+                    table.ForeignKey(
+                        name: "FK_ExpenseSnapshotLines_ExpenseSnapshots_SnapshotId",
+                        column: x => x.SnapshotId,
+                        principalTable: "ExpenseSnapshots",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Cascade);
+                    table.ForeignKey(
+                        name: "FK_ExpenseSnapshotLines_ExpenseSubCategories_SubCategoryId",
+                        column: x => x.SubCategoryId,
+                        principalTable: "ExpenseSubCategories",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Restrict);
+                });
+
+            migrationBuilder.CreateIndex(
+                name: "IX_ExpenseSnapshotLines_CategoryGroupId",
+                table: "ExpenseSnapshotLines",
+                column: "CategoryGroupId");
+
+            migrationBuilder.CreateIndex(
+                name: "IX_ExpenseSnapshotLines_SnapshotId",
+                table: "ExpenseSnapshotLines",
+                column: "SnapshotId");
+
+            migrationBuilder.CreateIndex(
+                name: "IX_ExpenseSnapshotLines_SubCategoryId",
+                table: "ExpenseSnapshotLines",
+                column: "SubCategoryId");
+
+            migrationBuilder.CreateIndex(
+                name: "IX_ExpenseSnapshots_CreatedAt",
+                table: "ExpenseSnapshots",
+                column: "CreatedAt");
+
+            migrationBuilder.CreateIndex(
+                name: "IX_ExpenseSnapshots_MinistryId",
+                table: "ExpenseSnapshots",
+                column: "MinistryId");
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropTable(
+                name: "ExpenseSnapshotLines");
+
+            migrationBuilder.DropTable(
+                name: "ExpenseSnapshots");
+        }
+    }
+}
@@ -762,6 +762,128 @@ namespace ROLAC.API.Migrations
                    b.ToTable("ExpenseLines");
                });

+            modelBuilder.Entity("ROLAC.API.Entities.ExpenseSnapshot", b =>
+                {
+                    b.Property<int>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("integer");
+
+                    NpgsqlPropertyBuilderExtensions.UseIdentityByDefaultColumn(b.Property<int>("Id"));
+
+                    b.Property<string>("CheckNumber")
+                        .HasMaxLength(50)
+                        .HasColumnType("character varying(50)");
+
+                    b.Property<DateTimeOffset>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("CreatedBy")
+                        .IsRequired()
+                        .HasMaxLength(450)
+                        .HasColumnType("character varying(450)");
+
+                    b.Property<DateTimeOffset?>("DeletedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("DeletedBy")
+                        .HasMaxLength(450)
+                        .HasColumnType("character varying(450)");
+
+                    b.Property<string>("Description")
+                        .IsRequired()
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<bool>("IsDeleted")
+                        .HasColumnType("boolean");
+
+                    b.Property<int>("MinistryId")
+                        .HasColumnType("integer");
+
+                    b.Property<string>("Name")
+                        .IsRequired()
+                        .HasMaxLength(150)
+                        .HasColumnType("character varying(150)");
+
+                    b.Property<string>("Notes")
+                        .HasColumnType("text");
+
+                    b.Property<DateTimeOffset>("UpdatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("UpdatedBy")
+                        .IsRequired()
+                        .HasMaxLength(450)
+                        .HasColumnType("character varying(450)");
+
+                    b.Property<string>("VendorName")
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("CreatedAt");
+
+                    b.HasIndex("MinistryId");
+
+                    b.ToTable("ExpenseSnapshots");
+                });
+
+            modelBuilder.Entity("ROLAC.API.Entities.ExpenseSnapshotLine", b =>
+                {
+                    b.Property<int>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("integer");
+
+                    NpgsqlPropertyBuilderExtensions.UseIdentityByDefaultColumn(b.Property<int>("Id"));
+
+                    b.Property<decimal>("Amount")
+                        .HasColumnType("decimal(18,2)");
+
+                    b.Property<int>("CategoryGroupId")
+                        .HasColumnType("integer");
+
+                    b.Property<DateTimeOffset>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("CreatedBy")
+                        .IsRequired()
+                        .HasMaxLength(450)
+                        .HasColumnType("character varying(450)");
+
+                    b.Property<string>("Description")
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<string>("FunctionalClass")
+                        .HasMaxLength(20)
+                        .HasColumnType("character varying(20)");
+
+                    b.Property<int>("SnapshotId")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("SubCategoryId")
+                        .HasColumnType("integer");
+
+                    b.Property<DateTimeOffset>("UpdatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("UpdatedBy")
+                        .IsRequired()
+                        .HasMaxLength(450)
+                        .HasColumnType("character varying(450)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("CategoryGroupId");
+
+                    b.HasIndex("SnapshotId");
+
+                    b.HasIndex("SubCategoryId");
+
+                    b.ToTable("ExpenseSnapshotLines");
+                });
+
            modelBuilder.Entity("ROLAC.API.Entities.ExpenseSubCategory", b =>
                {
                    b.Property<int>("Id")
@@ -2128,6 +2250,44 @@ namespace ROLAC.API.Migrations
                    b.Navigation("SubCategory");
                });

+            modelBuilder.Entity("ROLAC.API.Entities.ExpenseSnapshot", b =>
+                {
+                    b.HasOne("ROLAC.API.Entities.Ministry", "Ministry")
+                        .WithMany()
+                        .HasForeignKey("MinistryId")
+                        .OnDelete(DeleteBehavior.Restrict)
+                        .IsRequired();
+
+                    b.Navigation("Ministry");
+                });
+
+            modelBuilder.Entity("ROLAC.API.Entities.ExpenseSnapshotLine", b =>
+                {
+                    b.HasOne("ROLAC.API.Entities.ExpenseCategoryGroup", "CategoryGroup")
+                        .WithMany()
+                        .HasForeignKey("CategoryGroupId")
+                        .OnDelete(DeleteBehavior.Restrict)
+                        .IsRequired();
+
+                    b.HasOne("ROLAC.API.Entities.ExpenseSnapshot", "Snapshot")
+                        .WithMany("Lines")
+                        .HasForeignKey("SnapshotId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.HasOne("ROLAC.API.Entities.ExpenseSubCategory", "SubCategory")
+                        .WithMany()
+                        .HasForeignKey("SubCategoryId")
+                        .OnDelete(DeleteBehavior.Restrict)
+                        .IsRequired();
+
+                    b.Navigation("CategoryGroup");
+
+                    b.Navigation("Snapshot");
+
+                    b.Navigation("SubCategory");
+                });
+
            modelBuilder.Entity("ROLAC.API.Entities.ExpenseSubCategory", b =>
                {
                    b.HasOne("ROLAC.API.Entities.Form990ExpenseLine", "Form990Line")
@@ -2273,6 +2433,11 @@ namespace ROLAC.API.Migrations
                    b.Navigation("SubCategories");
                });

+            modelBuilder.Entity("ROLAC.API.Entities.ExpenseSnapshot", b =>
+                {
+                    b.Navigation("Lines");
+                });
+
            modelBuilder.Entity("ROLAC.API.Entities.OfferingSession", b =>
                {
                    b.Navigation("Givings");
@@ -153,6 +153,7 @@ builder.Services.AddScoped<ROLAC.API.Services.Storage.IFileStorage,
                           ROLAC.API.Services.Storage.LocalDiskFileStorage>();
 builder.Services.AddScoped<IExpenseCategoryService, ExpenseCategoryService>();
 builder.Services.AddScoped<IExpenseService, ExpenseService>();
+builder.Services.AddScoped<IExpenseSnapshotService, ExpenseSnapshotService>();
 builder.Services.AddScoped<IMonthlyStatementService, MonthlyStatementService>();
 builder.Services.AddScoped<IFinanceDashboardService, FinanceDashboardService>();
 builder.Services.AddScoped<IForm990ReportService, Form990ReportService>();
@@ -0,0 +1,165 @@
+using System.Security.Claims;
+using Microsoft.AspNetCore.Http;
+using Microsoft.EntityFrameworkCore;
+using ROLAC.API.Data;
+using ROLAC.API.DTOs.Expense;
+using ROLAC.API.Entities;
+
+namespace ROLAC.API.Services;
+
+public class ExpenseSnapshotService : IExpenseSnapshotService
+{
+    private readonly AppDbContext _db;
+    private readonly IHttpContextAccessor _http;
+    public ExpenseSnapshotService(AppDbContext db, IHttpContextAccessor http)
+    { _db = db; _http = http; }
+
+    // The JWT carries the user id in the "sub" claim (NameClaimType="sub", MapInboundClaims=false),
+    // so ClaimTypes.NameIdentifier is absent at runtime. Check NameIdentifier first (unit tests set it),
+    // then fall back to "sub" (real tokens). Required for the self-ownership guard to work in production.
+    private string CurrentUserId =>
+        _http.HttpContext?.User.FindFirstValue(ClaimTypes.NameIdentifier)
+        ?? _http.HttpContext?.User.FindFirstValue("sub")
+        ?? "system";
+
+    public async Task<List<ExpenseSnapshotDto>> GetAllAsync()
+    {
+        var snaps = await _db.ExpenseSnapshots.AsNoTracking()
+            .OrderByDescending(s => s.CreatedAt).ThenByDescending(s => s.Id)
+            .ToListAsync();
+        if (snaps.Count == 0) return new();
+
+        var ids = snaps.Select(s => s.Id).ToList();
+        var lines = await _db.ExpenseSnapshotLines.AsNoTracking()
+            .Where(l => ids.Contains(l.SnapshotId)).ToListAsync();
+        var linesBySnapshot = lines.GroupBy(l => l.SnapshotId).ToDictionary(g => g.Key, g => g.ToList());
+
+        var minNames = await _db.Ministries.AsNoTracking().ToDictionaryAsync(m => m.Id, m => $"{m.Name_en} / {m.Name_zh}");
+        var creatorNames = await ResolveUserNamesAsync(snaps.Select(s => s.CreatedBy));
+
+        return snaps.Select(s =>
+        {
+            linesBySnapshot.TryGetValue(s.Id, out var ls);
+            return new ExpenseSnapshotDto
+            {
+                Id = s.Id, Name = s.Name, MinistryId = s.MinistryId,
+                MinistryName = minNames.GetValueOrDefault(s.MinistryId, ""),
+                Description = s.Description, VendorName = s.VendorName,
+                CheckNumber = s.CheckNumber, Notes = s.Notes,
+                TotalAmount = ls?.Sum(l => l.Amount) ?? 0,
+                LineCount = ls?.Count ?? 0,
+                CreatedByName = creatorNames.GetValueOrDefault(s.CreatedBy),
+                CreatedAt = s.CreatedAt,
+            };
+        }).ToList();
+    }
+
+    public async Task<ExpenseSnapshotDto?> GetByIdAsync(int id)
+    {
+        var s = await _db.ExpenseSnapshots.AsNoTracking().FirstOrDefaultAsync(x => x.Id == id);
+        if (s is null) return null;
+
+        var lines = await _db.ExpenseSnapshotLines.AsNoTracking()
+            .Where(l => l.SnapshotId == id).OrderBy(l => l.Id).ToListAsync();
+        var minName = await _db.Ministries.Where(m => m.Id == s.MinistryId).Select(m => m.Name_en).FirstOrDefaultAsync() ?? "";
+        var grpNames = await _db.ExpenseCategoryGroups.AsNoTracking().ToDictionaryAsync(g => g.Id, g => g.Name_en);
+        var subNames = await _db.ExpenseSubCategories.AsNoTracking().ToDictionaryAsync(x => x.Id, x => x.Name_en);
+        var creatorName = (await ResolveUserNamesAsync(new[] { s.CreatedBy })).GetValueOrDefault(s.CreatedBy);
+
+        return new ExpenseSnapshotDto
+        {
+            Id = s.Id, Name = s.Name, MinistryId = s.MinistryId, MinistryName = minName,
+            Description = s.Description, VendorName = s.VendorName, CheckNumber = s.CheckNumber, Notes = s.Notes,
+            TotalAmount = lines.Sum(l => l.Amount), LineCount = lines.Count,
+            CreatedByName = creatorName, CreatedAt = s.CreatedAt,
+            Lines = lines.Select(l => new ExpenseSnapshotLineDto
+            {
+                CategoryGroupId = l.CategoryGroupId, CategoryGroupName = grpNames.GetValueOrDefault(l.CategoryGroupId, ""),
+                SubCategoryId = l.SubCategoryId, SubCategoryName = subNames.GetValueOrDefault(l.SubCategoryId, ""),
+                FunctionalClass = l.FunctionalClass, Amount = l.Amount, Description = l.Description,
+            }).ToList(),
+        };
+    }
+
+    public async Task<int> CreateAsync(CreateExpenseSnapshotRequest r)
+    {
+        ValidateLines(r.Lines);
+        var s = new ExpenseSnapshot
+        {
+            Name = r.Name.Trim(), MinistryId = r.MinistryId, Description = r.Description,
+            VendorName = r.VendorName, CheckNumber = r.CheckNumber, Notes = r.Notes,
+            Lines = BuildLines(r.Lines),
+        };
+        _db.ExpenseSnapshots.Add(s);
+        await _db.SaveChangesAsync();
+        return s.Id;
+    }
+
+    public async Task UpdateAsync(int id, UpdateExpenseSnapshotRequest r)
+    {
+        ValidateLines(r.Lines);
+        var s = await _db.ExpenseSnapshots.Include(x => x.Lines).FirstOrDefaultAsync(x => x.Id == id)
+            ?? throw new KeyNotFoundException($"Snapshot {id} not found.");
+
+        s.Name = r.Name.Trim(); s.MinistryId = r.MinistryId; s.Description = r.Description;
+        s.VendorName = r.VendorName; s.CheckNumber = r.CheckNumber; s.Notes = r.Notes;
+
+        _db.ExpenseSnapshotLines.RemoveRange(s.Lines);
+        s.Lines = BuildLines(r.Lines);
+        await _db.SaveChangesAsync();
+    }
+
+    public async Task DeleteAsync(int id)
+    {
+        var s = await _db.ExpenseSnapshots.FirstOrDefaultAsync(x => x.Id == id)
+            ?? throw new KeyNotFoundException($"Snapshot {id} not found.");
+        s.IsDeleted = true; s.DeletedAt = DateTimeOffset.UtcNow; s.DeletedBy = CurrentUserId;
+        await _db.SaveChangesAsync();
+    }
+
+    private static void ValidateLines(List<ExpenseLineInput> lines)
+    {
+        if (lines is null || lines.Count == 0)
+            throw new InvalidOperationException("A snapshot must have at least one line.");
+        foreach (var l in lines)
+        {
+            if (l.CategoryGroupId <= 0 || l.SubCategoryId <= 0)
+                throw new InvalidOperationException("Each snapshot line needs a category group and subcategory.");
+            if (l.Amount <= 0)
+                throw new InvalidOperationException("Each snapshot line amount must be greater than zero.");
+            if (l.FunctionalClass is not null && !FunctionalClasses.All.Contains(l.FunctionalClass))
+                throw new InvalidOperationException($"Invalid functional class '{l.FunctionalClass}'.");
+        }
+    }
+
+    private static List<ExpenseSnapshotLine> BuildLines(List<ExpenseLineInput> inputs) =>
+        inputs.Select(l => new ExpenseSnapshotLine
+        {
+            CategoryGroupId = l.CategoryGroupId, SubCategoryId = l.SubCategoryId,
+            FunctionalClass = l.FunctionalClass, Amount = l.Amount, Description = l.Description,
+        }).ToList();
+
+    // Resolve actor user ids (AppUser.Id, stored in CreatedBy) to a display name: the linked
+    // Member's full name when present, otherwise the account email. Mirrors ExpenseService.
+    private async Task<Dictionary<string, string>> ResolveUserNamesAsync(IEnumerable<string?> userIds)
+    {
+        var ids = userIds.Where(id => !string.IsNullOrEmpty(id)).Select(id => id!).Distinct().ToList();
+        if (ids.Count == 0) return new();
+
+        var users = await _db.Users.AsNoTracking()
+            .Where(u => ids.Contains(u.Id))
+            .Select(u => new { u.Id, u.Email, u.MemberId })
+            .ToListAsync();
+
+        var memberIds = users.Where(u => u.MemberId != null).Select(u => u.MemberId!.Value).ToHashSet();
+        var memberNames = await _db.Members.AsNoTracking()
+            .Where(m => memberIds.Contains(m.Id))
+            .ToDictionaryAsync(m => m.Id, m => $"{m.FirstName_en} {m.LastName_en}".Trim());
+
+        return users.ToDictionary(
+            u => u.Id,
+            u => u.MemberId != null && memberNames.TryGetValue(u.MemberId.Value, out var name) && name.Length > 0
+                ? name
+                : (u.Email ?? u.Id));
+    }
+}
@@ -0,0 +1,11 @@
+using ROLAC.API.DTOs.Expense;
+namespace ROLAC.API.Services;
+
+public interface IExpenseSnapshotService
+{
+    Task<List<ExpenseSnapshotDto>> GetAllAsync();
+    Task<ExpenseSnapshotDto?>      GetByIdAsync(int id);
+    Task<int>                      CreateAsync(CreateExpenseSnapshotRequest r);
+    Task                           UpdateAsync(int id, UpdateExpenseSnapshotRequest r);
+    Task                           DeleteAsync(int id);
+}
@@ -14,6 +14,7 @@ import { GivingsPageComponent } from './features/giving/pages/givings-page/givin
 import { OfferingSessionPageComponent } from './features/giving/pages/offering-session-page/offering-session-page.component';
 import { ExpenseCategoriesPageComponent } from './features/expense/pages/expense-categories-page/expense-categories-page.component';
 import { ExpensesPageComponent } from './features/expense/pages/expenses-page/expenses-page.component';
+import { ExpenseSnapshotsPageComponent } from './features/expense/pages/expense-snapshots-page/expense-snapshots-page.component';
 import { MyReimbursementsPageComponent } from './features/expense/pages/my-reimbursements-page/my-reimbursements-page.component';
 import { MonthlyStatementPageComponent } from './features/expense/pages/monthly-statement-page/monthly-statement-page.component';
 import { FinanceDashboardPageComponent } from './features/finance-dashboard/pages/finance-dashboard-page/finance-dashboard-page.component';
@@ -162,6 +163,17 @@ export const routes: Routes = [
                    title: 'Expenses', titleZh: '支出', section: 'Finance',
                },
            },
+            {
+                path: 'finance/expense-snapshots',
+                component: ExpenseSnapshotsPageComponent,
+                canActivate: [PermissionGuard],
+                data: {
+                    // Snapshots are a write-only management surface (the API gates every action on
+                    // Expenses:Write), so require write — a read-only user has nothing to do here.
+                    permission: { module: PermissionModules.Expenses, action: 'write' },
+                    title: 'Expense Snapshots', titleZh: '費用範本', section: 'Finance',
+                },
+            },
            {
                path: 'finance/expense-categories',
                component: ExpenseCategoriesPageComponent,
@@ -5,6 +5,19 @@

    <div class="flex-1 min-w-0 grid grid-cols-1 md:grid-cols-2 gap-x-4 gap-y-3">

+      <!-- Snapshot tools (vendor mode): quick-load a saved template, or save the current form -->
+      <div *ngIf="showSnapshotTools" class="md:col-span-2 flex flex-wrap items-end gap-2 rounded border border-gray-200 bg-gray-50 p-2">
+        <label class="flex flex-1 min-w-[14rem] flex-col gap-1">範本 / Load from snapshot
+          <kendo-dropdownlist [data]="snapshots" textField="name" valueField="id" [valuePrimitive]="true"
+            [(ngModel)]="selectedSnapshotId" (valueChange)="applySnapshot($event)"
+            [defaultItem]="{ id: null, name: '-- 選擇範本 / Select a saved snapshot --' }">
+          </kendo-dropdownlist>
+        </label>
+        <button kendoButton fillMode="outline" themeColor="primary" type="button"
+          [disabled]="!isValid" (click)="openSnapshotPrompt()"
+          title="Save the current form as a reusable snapshot / 儲存為範本">💾 存為範本 / Save as snapshot</button>
+      </div>
+
      <!-- Continuous entry: keep member/ministry/category/date after each save (on-behalf reimbursement only) -->
      <label *ngIf="showContinueEntry" class="flex items-center gap-2 md:col-span-2">
        <kendo-switch [(ngModel)]="continueEntry"></kendo-switch>
@@ -115,11 +128,6 @@
            </label>
          </div>

-          <!-- Per-line AI assist: translate this line's note + suggest its category from its own amount -->
-          <div>
-
-          </div>
-
          <!-- Per-line suggestion card: the "suggest & confirm" step for this line -->
          <div *ngIf="hasLineSuggestion(line)"
            class="rounded border border-blue-200 bg-blue-50 p-3 flex flex-col gap-2 text-sm">
@@ -210,4 +218,20 @@
    <button kendoButton (click)="cancel.emit()">Cancel</button>
    <button kendoButton themeColor="primary" [disabled]="!isValid" (click)="emitSave()">Save</button>
  </kendo-dialog-actions>
+</kendo-dialog>
+
+<!-- Save-as-snapshot name prompt -->
+<kendo-dialog *ngIf="showSnapshotNamePrompt" title="存為範本 / Save as Snapshot" [width]="420" [maxWidth]="'95vw'"
+  (close)="cancelSnapshotPrompt()">
+  <div class="flex flex-col gap-2 p-2">
+    <label class="flex flex-col gap-1">名稱 / Name
+      <kendo-textbox [(ngModel)]="snapshotName" placeholder="e.g. Monthly Rent — Landlord X"></kendo-textbox>
+    </label>
+    <p class="text-xs text-gray-500">費用日期不會存入範本 / The Expense Date is not saved in a snapshot.</p>
+  </div>
+  <kendo-dialog-actions>
+    <button kendoButton (click)="cancelSnapshotPrompt()">Cancel</button>
+    <button kendoButton themeColor="primary" [disabled]="!snapshotName.trim() || snapshotSaving"
+      (click)="saveSnapshot()">{{ snapshotSaving ? '儲存中… / Saving…' : 'Save' }}</button>
+  </kendo-dialog-actions>
 </kendo-dialog>
@@ -10,6 +10,8 @@ import { DateInputsModule } from '@progress/kendo-angular-dateinputs';
 import { MinistryApiService } from '../../services/ministry-api.service';
 import { ExpenseCategoryApiService } from '../../services/expense-category-api.service';
 import { ExpenseApiService } from '../../services/expense-api.service';
+import { ExpenseSnapshotApiService } from '../../services/expense-snapshot-api.service';
+import { ExpenseSnapshotDto, CreateExpenseSnapshotRequest } from '../../models/expense-snapshot.model';
 import { ExpenseAiService } from '../../services/expense-ai.service';
 import { MemberApiService } from '../../../members/services/member-api.service';
 import { MemberListItemDto, memberDisplayName } from '../../../members/models/member.model';
@@ -64,6 +66,19 @@ export class ExpenseFormDialogComponent implements OnInit, OnDestroy {
  ministries: MinistryDto[] = [];
  groups: ExpenseCategoryGroupDto[] = [];

+  /** Saved snapshots (vendor mode only) for the "Load from snapshot" picker. */
+  snapshots: ExpenseSnapshotDto[] = [];
+  /** Picker binding; reset to null after each apply so the same snapshot can be re-picked. */
+  selectedSnapshotId: number | null = null;
+
+  /** "Save as snapshot" name-prompt state. */
+  showSnapshotNamePrompt = false;
+  snapshotName = '';
+  snapshotSaving = false;
+
+  /** Snapshot tools (load/save) are a vendor-payment feature only. */
+  get showSnapshotTools(): boolean { return this.mode === 'vendor'; }
+
  memberResults: MemberOption[] = [];

  /** Continuous-entry toggle: keep member/ministry/category/date and the dialog open after each save. */
@@ -116,12 +131,14 @@ export class ExpenseFormDialogComponent implements OnInit, OnDestroy {
    private catApi: ExpenseCategoryApiService,
    private memberApi: MemberApiService,
    private expenseApi: ExpenseApiService,
+    private snapshotApi: ExpenseSnapshotApiService,
    private aiApi: ExpenseAiService,
    private sanitizer: DomSanitizer,
  ) {}

  ngOnInit(): void {
    this.ministryApi.getAll().subscribe(m => (this.ministries = m));
+    if (this.showSnapshotTools) this.loadSnapshots();
    this.catApi.getAll(false).subscribe(groups => {
      this.groups = groups;
      // Populate each line's sub-category list once the catalog is loaded (edit mode).
@@ -315,6 +332,71 @@ export class ExpenseFormDialogComponent implements OnInit, OnDestroy {
    this.receiptPdfUrl = null;
  }

+  private loadSnapshots(): void {
+    this.snapshotApi.getAll().subscribe(list => (this.snapshots = list));
+  }
+
+  /** Apply a saved snapshot: prefill header + lines, but keep today's Expense Date. */
+  applySnapshot(snapshotId: number | null): void {
+    if (snapshotId == null) return;
+    this.snapshotApi.getById(snapshotId).subscribe(s => {
+      this.form.ministryId = s.ministryId;
+      this.form.description = s.description;
+      this.form.vendorName = s.vendorName ?? '';
+      this.form.checkNumber = s.checkNumber ?? '';
+      // Expense Date is intentionally NOT taken from the snapshot — leave it as-is (today).
+      this.lines = s.lines.map(line => ({
+        categoryGroupId: line.categoryGroupId,
+        subCategoryId: line.subCategoryId,
+        amount: line.amount,
+        description: line.description ?? '',
+        functionalClass: line.functionalClass,
+        subs: this.groups.find(g => g.id === line.categoryGroupId)?.subCategories ?? [],
+      }));
+      if (this.lines.length === 0) this.lines = [this.emptyLine()];
+      this.selectedSnapshotId = null;
+    });
+  }
+
+  /** Open the name prompt for saving the current form as a snapshot (requires a valid form). */
+  openSnapshotPrompt(): void {
+    if (!this.isValid) return;
+    this.snapshotName = '';
+    this.showSnapshotNamePrompt = true;
+  }
+
+  cancelSnapshotPrompt(): void { this.showSnapshotNamePrompt = false; }
+
+  /** Save the current header + lines as a named snapshot (Expense Date is not stored). */
+  saveSnapshot(): void {
+    const name = this.snapshotName.trim();
+    if (!name || this.snapshotSaving) return;
+    const request: CreateExpenseSnapshotRequest = {
+      name,
+      ministryId: this.form.ministryId!,
+      lines: this.lines.map(l => ({
+        categoryGroupId: l.categoryGroupId!,
+        subCategoryId: l.subCategoryId!,
+        amount: l.amount,
+        functionalClass: l.functionalClass,
+        description: l.description.trim() || null,
+      })),
+      description: this.form.description.trim(),
+      vendorName: this.form.vendorName || null,
+      checkNumber: this.form.checkNumber || null,
+      notes: null,
+    };
+    this.snapshotSaving = true;
+    this.snapshotApi.create(request).subscribe({
+      next: () => {
+        this.snapshotSaving = false;
+        this.showSnapshotNamePrompt = false;
+        this.loadSnapshots();
+      },
+      error: () => { this.snapshotSaving = false; },
+    });
+  }
+
  get isValid(): boolean {
    return !!this.form.ministryId
      && this.form.description.trim().length > 0
@@ -0,0 +1,21 @@
+import { ExpenseLineInput, FunctionalClass } from './expense.model';
+
+export interface ExpenseSnapshotLineDto {
+  categoryGroupId: number; categoryGroupName: string;
+  subCategoryId: number; subCategoryName: string;
+  functionalClass: FunctionalClass | null; amount: number; description: string | null;
+}
+
+export interface ExpenseSnapshotDto {
+  id: number; name: string; ministryId: number; ministryName: string;
+  description: string; vendorName: string | null; checkNumber: string | null; notes: string | null;
+  totalAmount: number; lineCount: number;
+  createdByName: string | null; createdAt: string;
+  lines: ExpenseSnapshotLineDto[];
+}
+
+export interface CreateExpenseSnapshotRequest {
+  name: string; ministryId: number; lines: ExpenseLineInput[];
+  description: string; vendorName: string | null; checkNumber: string | null; notes: string | null;
+}
+export type UpdateExpenseSnapshotRequest = CreateExpenseSnapshotRequest;
@@ -0,0 +1,68 @@
+<div class="page">
+  <p class="mb-4 text-sm text-gray-600">
+    儲存常用的固定費用（房租、網路、餐費…）為範本，下次可快速套用。費用日期不會儲存。<br>
+    Save recurring fixed expenses as snapshots to quickly re-use them. The Expense Date is never saved.
+  </p>
+
+  <!-- Desktop: grid -->
+  <div class="hidden md:block">
+    <kendo-grid [data]="rows" [loading]="loading">
+      <kendo-grid-column field="name" title="Snapshot / 範本" [width]="240"></kendo-grid-column>
+      <kendo-grid-column field="vendorName" title="Vendor / 廠商" [width]="180">
+        <ng-template kendoGridCellTemplate let-dataItem>{{ dataItem.vendorName || '—' }}</ng-template>
+      </kendo-grid-column>
+      <kendo-grid-column field="ministryName" title="Ministry / 事工"></kendo-grid-column>
+      <kendo-grid-column field="totalAmount" title="Amount / 金額" [width]="120" format="c2"></kendo-grid-column>
+      <kendo-grid-column title="Created by / 建立者" [width]="200">
+        <ng-template kendoGridCellTemplate let-dataItem>
+          {{ dataItem.createdByName || '—' }}<br>
+          <span class="text-xs text-gray-500">{{ dataItem.createdAt | date:'yyyy-MM-dd' }}</span>
+        </ng-template>
+      </kendo-grid-column>
+      <kendo-grid-column title="Actions" [width]="160">
+        <ng-template kendoGridCellTemplate let-dataItem>
+          <button kendoButton fillMode="flat" (click)="openRename(dataItem)">Rename</button>
+          <button kendoButton fillMode="flat" themeColor="error" (click)="openDelete(dataItem)">Delete</button>
+        </ng-template>
+      </kendo-grid-column>
+    </kendo-grid>
+  </div>
+
+  <!-- Mobile: card list -->
+  <div class="md:hidden flex flex-col gap-3">
+    <div *ngFor="let row of rows" class="rounded border border-gray-200 p-3 flex flex-col gap-1">
+      <div class="flex items-center justify-between">
+        <span class="font-semibold">{{ row.name }}</span>
+        <span class="tabular-nums">{{ row.totalAmount | currency }}</span>
+      </div>
+      <div class="text-sm text-gray-600">{{ row.vendorName || '—' }} · {{ row.ministryName }}</div>
+      <div class="text-xs text-gray-500">{{ row.createdByName || '—' }} · {{ row.createdAt | date:'yyyy-MM-dd' }}</div>
+      <div class="flex gap-2 pt-1">
+        <button kendoButton size="small" fillMode="outline" (click)="openRename(row)">Rename</button>
+        <button kendoButton size="small" fillMode="outline" themeColor="error" (click)="openDelete(row)">Delete</button>
+      </div>
+    </div>
+    <p *ngIf="!loading && rows.length === 0" class="text-sm text-gray-500">尚無範本 / No snapshots yet.</p>
+  </div>
+
+  <!-- Rename dialog -->
+  <kendo-dialog *ngIf="renameRow" title="重新命名 / Rename Snapshot" [width]="420" [maxWidth]="'95vw'" (close)="cancelRename()">
+    <label class="flex flex-col gap-1 p-2">名稱 / Name
+      <kendo-textbox [(ngModel)]="renameValue"></kendo-textbox>
+    </label>
+    <kendo-dialog-actions>
+      <button kendoButton (click)="cancelRename()">Cancel</button>
+      <button kendoButton themeColor="primary" [disabled]="!renameValue.trim() || renameSaving"
+        (click)="confirmRename()">{{ renameSaving ? 'Saving…' : 'Save' }}</button>
+    </kendo-dialog-actions>
+  </kendo-dialog>
+
+  <!-- Delete confirm dialog -->
+  <kendo-dialog *ngIf="deleteRow" title="刪除 / Delete Snapshot" [width]="420" [maxWidth]="'95vw'" (close)="cancelDelete()">
+    <p class="p-2">確定刪除「{{ deleteRow.name }}」？ / Delete "{{ deleteRow.name }}"?</p>
+    <kendo-dialog-actions>
+      <button kendoButton (click)="cancelDelete()">Cancel</button>
+      <button kendoButton themeColor="error" (click)="confirmDelete()">Delete</button>
+    </kendo-dialog-actions>
+  </kendo-dialog>
+</div>
@@ -0,0 +1,3 @@
+.page {
+  padding: 0.5rem 0;
+}
@@ -0,0 +1,84 @@
+import { Component, OnInit } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { GridModule } from '@progress/kendo-angular-grid';
+import { ButtonsModule } from '@progress/kendo-angular-buttons';
+import { InputsModule } from '@progress/kendo-angular-inputs';
+import { DialogsModule } from '@progress/kendo-angular-dialog';
+import { ExpenseSnapshotApiService } from '../../services/expense-snapshot-api.service';
+import { ExpenseSnapshotDto } from '../../models/expense-snapshot.model';
+import { switchMap } from 'rxjs';
+
+@Component({
+  selector: 'app-expense-snapshots-page',
+  standalone: true,
+  imports: [CommonModule, FormsModule, GridModule, ButtonsModule, InputsModule, DialogsModule],
+  templateUrl: './expense-snapshots-page.component.html',
+  styleUrls: ['./expense-snapshots-page.component.scss'],
+})
+export class ExpenseSnapshotsPageComponent implements OnInit {
+  rows: ExpenseSnapshotDto[] = [];
+  loading = false;
+
+  /** Row being renamed (drives the rename dialog); null when closed. */
+  renameRow: ExpenseSnapshotDto | null = null;
+  renameValue = '';
+  renameSaving = false;
+
+  /** Row pending delete confirmation. */
+  deleteRow: ExpenseSnapshotDto | null = null;
+
+  constructor(private api: ExpenseSnapshotApiService) {}
+
+  ngOnInit(): void { this.load(); }
+
+  load(): void {
+    this.loading = true;
+    this.api.getAll().subscribe({
+      next: list => { this.rows = list; this.loading = false; },
+      error: () => { this.loading = false; },
+    });
+  }
+
+  openRename(row: ExpenseSnapshotDto): void {
+    this.renameRow = row;
+    this.renameValue = row.name;
+  }
+  cancelRename(): void { this.renameRow = null; }
+
+  confirmRename(): void {
+    const row = this.renameRow;
+    const name = this.renameValue.trim();
+    if (!row || !name || this.renameSaving) return;
+    this.renameSaving = true;
+    // Fetch the full snapshot, swap the name, PUT it back (lines/fields preserved).
+    this.api.getById(row.id).pipe(
+      switchMap(full => this.api.update(row.id, {
+        name,
+        ministryId: full.ministryId,
+        description: full.description,
+        vendorName: full.vendorName,
+        checkNumber: full.checkNumber,
+        notes: full.notes,
+        lines: full.lines.map(l => ({
+          categoryGroupId: l.categoryGroupId,
+          subCategoryId: l.subCategoryId,
+          amount: l.amount,
+          functionalClass: l.functionalClass,
+          description: l.description,
+        })),
+      })),
+    ).subscribe({
+      next: () => { this.renameSaving = false; this.renameRow = null; this.load(); },
+      error: () => { this.renameSaving = false; },
+    });
+  }
+
+  openDelete(row: ExpenseSnapshotDto): void { this.deleteRow = row; }
+  cancelDelete(): void { this.deleteRow = null; }
+
+  confirmDelete(): void {
+    if (!this.deleteRow) return;
+    this.api.delete(this.deleteRow.id).subscribe(() => { this.deleteRow = null; this.load(); });
+  }
+}
@@ -0,0 +1,52 @@
+import { TestBed } from '@angular/core/testing';
+import { HttpClientTestingModule, HttpTestingController } from '@angular/common/http/testing';
+import { ExpenseSnapshotApiService } from './expense-snapshot-api.service';
+import { ApiConfigService } from '../../../core/services/api-config.service';
+import { CreateExpenseSnapshotRequest } from '../models/expense-snapshot.model';
+
+describe('ExpenseSnapshotApiService', () => {
+  let service: ExpenseSnapshotApiService;
+  let httpMock: HttpTestingController;
+  const base = 'http://test/api/expense-snapshots';
+
+  beforeEach(() => {
+    TestBed.configureTestingModule({
+      imports: [HttpClientTestingModule],
+      providers: [
+        ExpenseSnapshotApiService,
+        { provide: ApiConfigService, useValue: { getApiUrl: () => base } },
+      ],
+    });
+    service = TestBed.inject(ExpenseSnapshotApiService);
+    httpMock = TestBed.inject(HttpTestingController);
+  });
+
+  afterEach(() => httpMock.verify());
+
+  it('getAll() GETs the collection endpoint', () => {
+    service.getAll().subscribe();
+    const req = httpMock.expectOne(base);
+    expect(req.request.method).toBe('GET');
+    req.flush([]);
+  });
+
+  it('create() POSTs the request body', () => {
+    const body: CreateExpenseSnapshotRequest = {
+      name: 'Rent', ministryId: 1, description: 'Office rent',
+      vendorName: 'Landlord X', checkNumber: null, notes: null,
+      lines: [{ categoryGroupId: 1, subCategoryId: 1, amount: 1200, functionalClass: null, description: null }],
+    };
+    service.create(body).subscribe();
+    const req = httpMock.expectOne(base);
+    expect(req.request.method).toBe('POST');
+    expect(req.request.body.name).toBe('Rent');
+    req.flush({ id: 7 });
+  });
+
+  it('delete() DELETEs by id', () => {
+    service.delete(9).subscribe();
+    const req = httpMock.expectOne(`${base}/9`);
+    expect(req.request.method).toBe('DELETE');
+    req.flush(null);
+  });
+});
@@ -0,0 +1,30 @@
+import { Injectable } from '@angular/core';
+import { HttpClient } from '@angular/common/http';
+import { Observable } from 'rxjs';
+import { ApiConfigService } from '../../../core/services/api-config.service';
+import {
+  ExpenseSnapshotDto, CreateExpenseSnapshotRequest, UpdateExpenseSnapshotRequest,
+} from '../models/expense-snapshot.model';
+
+@Injectable({ providedIn: 'root' })
+export class ExpenseSnapshotApiService {
+  private readonly endpoint: string;
+  constructor(private http: HttpClient, apiConfig: ApiConfigService) {
+    this.endpoint = apiConfig.getApiUrl('expense-snapshots');
+  }
+  getAll(): Observable<ExpenseSnapshotDto[]> {
+    return this.http.get<ExpenseSnapshotDto[]>(this.endpoint);
+  }
+  getById(id: number): Observable<ExpenseSnapshotDto> {
+    return this.http.get<ExpenseSnapshotDto>(`${this.endpoint}/${id}`);
+  }
+  create(r: CreateExpenseSnapshotRequest): Observable<{ id: number }> {
+    return this.http.post<{ id: number }>(this.endpoint, r);
+  }
+  update(id: number, r: UpdateExpenseSnapshotRequest): Observable<void> {
+    return this.http.put<void>(`${this.endpoint}/${id}`, r);
+  }
+  delete(id: number): Observable<void> {
+    return this.http.delete<void>(`${this.endpoint}/${id}`);
+  }
+}
@@ -132,6 +132,8 @@ export class UserPortalComponent implements OnInit, OnDestroy {
          permission: { module: PermissionModules.Expenses, action: 'read' } },
        { text: 'Expense Categories', icon: categorizeIcon,      path: '/user-portal/finance/expense-categories',
          permission: { module: PermissionModules.ExpenseCategories, action: 'read' } },
+        { text: 'Expense Snapshots', icon: categorizeIcon,      path: '/user-portal/finance/expense-snapshots',
+          permission: { module: PermissionModules.Expenses, action: 'write' } },
        { text: 'Disbursements',      icon: banknoteOutlineIcon, path: '/user-portal/finance/disbursements',
          permission: { module: PermissionModules.Disbursements, action: 'read' } },
        { text: 'Check Register',     icon: walletOutlineIcon,   path: '/user-portal/finance/check-register',