diff --git a/src/main/java/com/xujie/sys/modules/erf/controller/ErfExpApplyController.java b/src/main/java/com/xujie/sys/modules/erf/controller/ErfExpApplyController.java
index 4cd4d676..3cc67b4e 100644
--- a/src/main/java/com/xujie/sys/modules/erf/controller/ErfExpApplyController.java
+++ b/src/main/java/com/xujie/sys/modules/erf/controller/ErfExpApplyController.java
@@ -1,5 +1,6 @@
 package com.xujie.sys.modules.erf.controller;
 
+import com.xujie.sys.common.exception.XJException;
 import com.xujie.sys.common.utils.PageUtils;
 import com.xujie.sys.common.utils.R;
 import com.xujie.sys.modules.erf.data.ErfExpApplyData;
@@ -87,9 +88,12 @@ public class ErfExpApplyController extends AbstractController {
         try {
             String applyNo = erfExpApplyService.saveExpApply(data);
             return R.ok("保存成功").put("applyNo", applyNo);
+        } catch (XJException e) {
+            log.warn("保存申请单业务校验失败: {}", e.getMessage());
+            return R.error(e.getMessage());
         } catch (Exception e) {
             log.error("保存申请单失败: " + e.getMessage(), e);
-            return R.error("保存失败: " + e.getMessage());
+            return R.error("保存失败，请联系管理员");
         }
     }
 
@@ -276,9 +280,12 @@ public class ErfExpApplyController extends AbstractController {
                     sourceApplyNo,applyNo, copyTriConfirm, copyAttachment,copyRawMaterialList, currentUserId);
 
             return R.ok("复制成功").put("newApplyNo", newApplyNo);
+        } catch (XJException e) {
+            log.warn("复制申请单业务校验失败: {}", e.getMessage());
+            return R.error(e.getMessage());
         } catch (Exception e) {
             log.error("复制失败: " + e.getMessage(), e);
-            return R.error("复制失败: " + e.getMessage());
+            return R.error("复制失败，请联系管理员");
         }
     }
 
diff --git a/src/main/java/com/xujie/sys/modules/erf/service/impl/ErfApprovalReminderServiceImpl.java b/src/main/java/com/xujie/sys/modules/erf/service/impl/ErfApprovalReminderServiceImpl.java
index ecd548c4..322b55f3 100644
--- a/src/main/java/com/xujie/sys/modules/erf/service/impl/ErfApprovalReminderServiceImpl.java
+++ b/src/main/java/com/xujie/sys/modules/erf/service/impl/ErfApprovalReminderServiceImpl.java
@@ -66,6 +66,7 @@ public class ErfApprovalReminderServiceImpl implements ErfApprovalReminderServic
 
     private static final String APPROVAL_PAGE_URL = "http://172.26.68.20:9001/#/erf-expApplyApproval";
     private static final String PLANNER_PAGE_URL  = "http://172.26.68.20:9001/#/erf-plannerSchedule";
+    private static final String TRI_CONFIRM_PAGE_URL  = "http://172.26.68.20:9001/#/erf-triConfirm";
 
     @Value("${erf.reminder.manager.enabled:false}")
     private boolean managerReminderEnabled;
@@ -658,7 +659,7 @@ public class ErfApprovalReminderServiceImpl implements ErfApprovalReminderServic
                 emailBody.append("</table>");
             }
 
-            emailBody.append("<a style='color:#0f84b0;' href='http://172.26.68.20:9001/#/erf-triConfirm'>前往三方确认页面</a>");
+            emailBody.append("<a style='color:#0f84b0;' href='").append(TRI_CONFIRM_PAGE_URL).append("'>前往三方确认页面</a>");
             emailBody.append("<p style='color: #888;'>发送时间：").append(LocalDateTime.now().format(DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss"))).append("</p>");
             emailBody.append("</body></html>");
 
diff --git a/src/main/java/com/xujie/sys/modules/erf/service/impl/ErfExpApplyServiceImpl.java b/src/main/java/com/xujie/sys/modules/erf/service/impl/ErfExpApplyServiceImpl.java
index c7494220..d5a77592 100644
--- a/src/main/java/com/xujie/sys/modules/erf/service/impl/ErfExpApplyServiceImpl.java
+++ b/src/main/java/com/xujie/sys/modules/erf/service/impl/ErfExpApplyServiceImpl.java
@@ -59,7 +59,10 @@ import static com.xujie.sys.modules.sys.controller.AbstractController.getUser;
 @Transactional(rollbackFor = Exception.class)
 public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfExpApply> implements ErfExpApplyService {
 
+    private static final String APPLY_PAGE_URL = "http://172.26.68.20:9001/#/erf-expApplyList";
     private static final String APPROVAL_PAGE_URL = "http://172.26.68.20:9001/#/erf-expApplyApproval";
+    private static final String PLANNER_PAGE_URL = "http://172.26.68.20:9001/#/erf-plannerSchedule";
+    private static final String TRI_CONFIRM_PAGE_URL = "http://172.26.68.20:9001/#/erf-triConfirm";
     private static final ObjectMapper JSON_MAPPER = new ObjectMapper();
 
     @Autowired
@@ -128,44 +131,73 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
         BeanUtils.copyProperties(data, entity);
         entity.setApplyNo(newApplyNo);
 
-        if (isNew) {
-            // 新增
-            entity.setStatus("草稿");
-            entity.setCreateTime(new Date());
-            entity.setUpdateTime(new Date());
-            String site = erfExpApplyMapper.getSiteByBu(data.getBuNo());
-            entity.setSite(site);
-            this.save(entity);
-            log.info("新增工程试验单: {}", newApplyNo);
-        } else {
-            // 修改 - 通过原始单号查找记录
-            originalApplyNo = originalApplyNo.trim();
-            ErfExpApply existing = this.getById(originalApplyNo);
-            if (existing == null) {
-                throw new XJException("试验单不存在: " + originalApplyNo);
-            }
-            entity.setUpdateTime(new Date());
-            if (!newApplyNo.equals(originalApplyNo)) {
-                // 试验单号发生变更：
-                // 第一步：级联更新所有关联表（Druid防注入不允许多语句，逐条执行）
-                log.info("试验单号变更: {} -> {}", originalApplyNo, newApplyNo);
-                erfExpApplyMapper.updateFlowInstanceApplyNo(originalApplyNo, newApplyNo);
-                erfExpApplyMapper.updateFlowNodeInstanceApplyNo(originalApplyNo, newApplyNo);
-                erfExpApplyMapper.updateFlowApproveLogApplyNo(originalApplyNo, newApplyNo);
-                erfExpApplyMapper.updateTriConfirmApplyNo(originalApplyNo, newApplyNo);
-                erfExpApplyMapper.updateTriConfirmDetailApplyNo(originalApplyNo, newApplyNo);
-                erfExpApplyMapper.updateRawMaterialApplyNo(originalApplyNo, newApplyNo);
-                erfExpApplyMapper.updateOssApplyNo(originalApplyNo, newApplyNo);
-                // 第二步：更新主表主键（用旧值定位，改为新值）
-                erfExpApplyMapper.updateMainApplyNo(originalApplyNo, newApplyNo);
-            }
-            // 第三步：更新主表其他字段（此时主键已是新值，updateById可正确定位）
-            this.updateById(entity);
-            log.info("修改工程试验单: {} (原单号: {})", newApplyNo, originalApplyNo);
+        try {
+            if (isNew) {
+                // 新增前先校验试验单号，避免将数据库主键异常直接暴露给前端
+                if (this.getById(newApplyNo) != null) {
+                    throw new XJException("试验单号已存在，请修改后重试");
+                }
+                entity.setStatus("草稿");
+                entity.setCreateTime(new Date());
+                entity.setUpdateTime(new Date());
+                String site = erfExpApplyMapper.getSiteByBu(data.getBuNo());
+                entity.setSite(site);
+                this.save(entity);
+                log.info("新增工程试验单: {}", newApplyNo);
+            } else {
+                // 修改 - 通过原始单号查找记录
+                originalApplyNo = originalApplyNo.trim();
+                ErfExpApply existing = this.getById(originalApplyNo);
+                if (existing == null) {
+                    throw new XJException("试验单不存在: " + originalApplyNo);
+                }
+                entity.setUpdateTime(new Date());
+                if (!newApplyNo.equals(originalApplyNo)) {
+                    // 试验单号发生变更时，先校验目标单号是否已存在
+                    if (this.getById(newApplyNo) != null) {
+                        throw new XJException("试验单号已存在，请修改后重试");
+                    }
+                    // 第一步：级联更新所有关联表（Druid防注入不允许多语句，逐条执行）
+                    log.info("试验单号变更: {} -> {}", originalApplyNo, newApplyNo);
+                    erfExpApplyMapper.updateFlowInstanceApplyNo(originalApplyNo, newApplyNo);
+                    erfExpApplyMapper.updateFlowNodeInstanceApplyNo(originalApplyNo, newApplyNo);
+                    erfExpApplyMapper.updateFlowApproveLogApplyNo(originalApplyNo, newApplyNo);
+                    erfExpApplyMapper.updateTriConfirmApplyNo(originalApplyNo, newApplyNo);
+                    erfExpApplyMapper.updateTriConfirmDetailApplyNo(originalApplyNo, newApplyNo);
+                    erfExpApplyMapper.updateRawMaterialApplyNo(originalApplyNo, newApplyNo);
+                    erfExpApplyMapper.updateOssApplyNo(originalApplyNo, newApplyNo);
+                    // 第二步：更新主表主键（用旧值定位，改为新值）
+                    erfExpApplyMapper.updateMainApplyNo(originalApplyNo, newApplyNo);
+                }
+                // 第三步：更新主表其他字段（此时主键已是新值，updateById可正确定位）
+                this.updateById(entity);
+                log.info("修改工程试验单: {} (原单号: {})", newApplyNo, originalApplyNo);
+            }
+        } catch (Exception e) {
+            if (isDuplicateApplyNoException(e)) {
+                log.warn("保存试验单发生主键重复，applyNo={}, error={}", newApplyNo, e.getMessage());
+                throw new XJException("试验单号已存在，请修改后重试");
+            }
+            throw e;
         }
         return newApplyNo;
     }
 
+    private boolean isDuplicateApplyNoException(Throwable throwable) {
+        Throwable current = throwable;
+        while (current != null) {
+            String message = current.getMessage();
+            if (message != null && (message.contains("PK_erf_exp_apply")
+                || message.contains("PRIMARY KEY")
+                || message.contains("重复键值")
+                || message.contains("duplicate key"))) {
+                return true;
+            }
+            current = current.getCause();
+        }
+        return false;
+    }
+
     @Override
     public void submitExpApply(ErfExpApplyData data) {
         ErfExpApply entity = this.getById(data.getApplyNo());
@@ -320,7 +352,7 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
                     if (approvedEntity != null) {
                         List<Long> plannerUserIds = extractPlannerIdsFromFlowRemark(data.getApplyNo());
                         if (!plannerUserIds.isEmpty()) {
-                            sendPlannerSubmitNotification(approvedEntity, plannerUserIds);
+                            sendPlannerApprovalPassedNotification(approvedEntity, plannerUserIds);
                         } else {
                             log.warn("流程 remark 中未解析到计划员ID，跳过计划员邮件: {}", data.getApplyNo());
                         }
@@ -1677,9 +1709,10 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
                 return;
             }
 
-            LinkedHashSet<String> emailSet = new LinkedHashSet<>();
-            LinkedHashSet<String> roleSummarySet = new LinkedHashSet<>();
+            LinkedHashSet<String> successEmailSet = new LinkedHashSet<>();
             List<String> recipientSummary = new ArrayList<>();
+            String subject = String.format("【工程试验申请取消通知】%s - %s",
+                entity.getApplyNo(), StringUtils.isNotBlank(entity.getTitle()) ? entity.getTitle() : "无标题");
 
             for (Map.Entry<Long, Set<String>> entry : recipientRoleMap.entrySet()) {
                 Long userId = entry.getKey();
@@ -1688,38 +1721,50 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
                     log.warn("取消通知收件人不存在，userId={}, applyNo={}", userId, entity.getApplyNo());
                     continue;
                 }
-                String email = userInfo.getEmail() != null ? userInfo.getEmail().trim() : "";
-                if (email.isEmpty()) {
+
+                Set<String> userRoles = entry.getValue() == null || entry.getValue().isEmpty()
+                    ? new LinkedHashSet<>(Collections.singletonList("流程相关人员"))
+                    : new LinkedHashSet<>(entry.getValue());
+                String roleSummary = String.join("、", userRoles);
+
+                LinkedHashSet<String> recipientEmails = new LinkedHashSet<>();
+                appendEmailRecipients(recipientEmails, userInfo.getEmail());
+                appendEmailRecipients(recipientEmails, userInfo.getEmail2());
+                if (recipientEmails.isEmpty()) {
                     log.warn("取消通知收件人未配置邮箱，userId={}, username={}, applyNo={}",
                         userId, userInfo.getUsername(), entity.getApplyNo());
                     continue;
                 }
-                emailSet.add(email);
-                roleSummarySet.addAll(entry.getValue());
+
+                String body = buildCancelNotificationBody(entity, operatorName, userRoles);
+                try {
+                    MailUtil.sendMail(subject, body, recipientEmails.toArray(new String[0]), mailSendData);
+                    successEmailSet.addAll(recipientEmails);
+                } catch (Exception ex) {
+                    log.error("发送取消通知邮件失败，userId={}, username={}, applyNo={}, error={}",
+                        userId, userInfo.getUsername(), entity.getApplyNo(), ex.getMessage(), ex);
+                    continue;
+                }
+
                 recipientSummary.add(String.format("%s(%s)",
-                    userInfo.getUsername(), String.join("、", entry.getValue())));
+                    StringUtils.isNotBlank(userInfo.getUsername()) ? userInfo.getUsername() : String.valueOf(userId),
+                    roleSummary));
             }
 
-            if (emailSet.isEmpty()) {
+            if (successEmailSet.isEmpty()) {
                 log.warn("已收集收件人但无有效邮箱，取消通知未发送，applyNo={}", entity.getApplyNo());
                 return;
             }
 
-            String subject = String.format("【工程试验申请取消通知】%s - %s",
-                entity.getApplyNo(), StringUtils.isNotBlank(entity.getTitle()) ? entity.getTitle() : "无标题");
-            String body = buildCancelNotificationBody(entity, operatorName, roleSummarySet);
-
-            MailUtil.sendMail(subject, body, emailSet.toArray(new String[0]), mailSendData);
-
             SendMailRecord mailRecord = new SendMailRecord();
             mailRecord.setType("工程试验申请取消通知");
             mailRecord.setDocumentNo(entity.getApplyNo());
-            mailRecord.setRecipient(String.join(";", emailSet));
+            mailRecord.setRecipient(String.join(";", successEmailSet));
             mailRecord.setSendDate(new Date());
             qcMapper.saveSendMailRecord(mailRecord);
 
             log.info("取消通知邮件发送完成，applyNo={}, 收件人数量={}, 收件人={}",
-                entity.getApplyNo(), emailSet.size(), recipientSummary);
+                entity.getApplyNo(), successEmailSet.size(), recipientSummary);
         } catch (Exception e) {
             log.error("发送试验单取消通知失败，applyNo={}, error={}", entity.getApplyNo(), e.getMessage(), e);
         }
@@ -1896,15 +1941,15 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
             .add(roleName);
     }
 
-    private String buildCancelNotificationBody(ErfExpApply entity, String operatorName, Set<String> roleSummarySet) {
+    private String buildCancelNotificationBody(ErfExpApply entity, String operatorName, Set<String> recipientRoleSet) {
         String cancelTime = LocalDateTime.now().format(DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss"));
         String expectedFinishDateStr = entity.getExpectedFinishDate() != null
             ? DateTimeFormatter.ofPattern("yyyy-MM-dd")
                 .format(entity.getExpectedFinishDate().toInstant().atZone(java.time.ZoneId.systemDefault()).toLocalDateTime())
             : "";
-        String roleSummary = roleSummarySet == null || roleSummarySet.isEmpty()
+        String roleSummary = recipientRoleSet == null || recipientRoleSet.isEmpty()
             ? "流程相关人员"
-            : String.join("、", roleSummarySet);
+            : String.join("、", recipientRoleSet);
 
         StringBuilder body = new StringBuilder();
         body.append("<html><body>")
@@ -1916,7 +1961,7 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
             .append("<p><b>取消时间：</b>")
             .append(cancelTime)
             .append("</p>")
-            .append("<p><b>通知范围：</b>")
+            .append("<p><b>您的接收角色：</b>")
             .append(roleSummary)
             .append("</p>")
             .append("<hr/>")
@@ -1937,6 +1982,7 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
             body.append("<p><b>说明：</b>该试验单为 High Risk，三方确认相关人员已纳入本次通知范围。</p>");
         }
 
+        body.append(buildMailJumpLinkBlock(recipientRoleSet));
         body.append("<p style='color:#888;'>发送时间：")
             .append(cancelTime)
             .append("</p>")
@@ -1944,6 +1990,57 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
         return body.toString();
     }
 
+    private String buildMailJumpLinkBlock(Set<String> roleSet) {
+        LinkedHashMap<String, String> jumpLinkMap = new LinkedHashMap<>();
+        if (roleSet != null) {
+            for (String roleName : roleSet) {
+                if (StringUtils.isBlank(roleName)) {
+                    continue;
+                }
+                if (isTriConfirmRoleForLink(roleName)) {
+                    jumpLinkMap.put(TRI_CONFIRM_PAGE_URL, "前往三方确认页面");
+                    continue;
+                }
+                if (isPlannerRoleForLink(roleName)) {
+                    jumpLinkMap.put(PLANNER_PAGE_URL, "前往计划员排产页面");
+                    continue;
+                }
+                if (isManagerRoleForLink(roleName)) {
+                    jumpLinkMap.put(APPROVAL_PAGE_URL, "前往审批待办页面");
+                }
+            }
+        }
+        if (jumpLinkMap.isEmpty()) {
+            jumpLinkMap.put(APPROVAL_PAGE_URL, "前往审批待办页面");
+        }
+
+        StringBuilder jumpLinks = new StringBuilder();
+        jumpLinks.append("<p><b>快捷跳转：</b></p>");
+        for (Map.Entry<String, String> entry : jumpLinkMap.entrySet()) {
+            jumpLinks.append("<p><a style='color:#0f84b0;' href='")
+                .append(entry.getKey())
+                .append("'>")
+                .append(entry.getValue())
+                .append("</a></p>");
+        }
+        return jumpLinks.toString();
+    }
+
+    private boolean isManagerRoleForLink(String roleName) {
+        return roleName.contains("经理");
+    }
+
+    private boolean isPlannerRoleForLink(String roleName) {
+        return roleName.contains("计划员");
+    }
+
+    private boolean isTriConfirmRoleForLink(String roleName) {
+        return roleName.contains("三方确认")
+            || roleName.contains("生产负责人")
+            || roleName.contains("质量负责人")
+            || roleName.contains("技术负责人");
+    }
+
     @Override
     public String copyExpApply(String sourceApplyNo,String applyNo, Boolean copyTriConfirm, Boolean copyAttachment,Boolean copyRawMaterialList, Long currentUserId) {
         log.info("=== 开始复制试验单 === 源试验单号: {}, 复制三方确认: {}, 复制附件: {}",
@@ -1952,73 +2049,88 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
         if (StringUtils.isBlank(applyNo)) {
             throw new XJException("新试验单号不能为空");
         }
+        applyNo = applyNo.trim();
         // 1. 查询源试验单
         ErfExpApply sourceEntity = this.getById(sourceApplyNo);
         if (sourceEntity == null) {
             throw new XJException("源试验单不存在");
         }
+        if (sourceApplyNo != null && sourceApplyNo.trim().equals(applyNo)) {
+            throw new XJException("新试验单号不能与源试验单号相同");
+        }
+        if (this.getById(applyNo) != null) {
+            throw new XJException("试验单号已存在，请修改后重试");
+        }
+
+        try {
+            // 2. 创建新试验单实体（复制基本信息）
+            ErfExpApply newEntity = new ErfExpApply();
+            BeanUtils.copyProperties(sourceEntity, newEntity);
+            newEntity.setApplyNo(applyNo);
+
+            // 4. 重置状态和流程相关字段
+            newEntity.setStatus("草稿");
+            newEntity.setCurrentStep(null);
+            newEntity.setActualFinishDate(null);
+            newEntity.setFinalStatus(null);
+            newEntity.setFinalQuantity(null);
+            newEntity.setPlannerUserId(null);
+            newEntity.setPlannerName(null);
+            newEntity.setWorkOrderNo(null);
+            newEntity.setScheduledDate(null);
+            newEntity.setSubmitTime(null);
+
+            // 5. 设置创建人信息
+            String creatorName = getUser() != null ? getUser().getUserDisplay(): "系统";
+            newEntity.setCreatorUserId(currentUserId);
+            newEntity.setCreatorName(creatorName);
+            newEntity.setCreateTime(new Date());
+            // 6. 保存新试验单
+            this.save(newEntity);
+            log.info("新试验单已创建: {}", applyNo);
+
+            // 7. 复制三方确认信息（仅High Risk）
+            if (Boolean.TRUE.equals(copyTriConfirm) && "High Risk".equals(sourceEntity.getExperimentType())) {
+                try {
+                    erfTriConfirmService.copyTriConfirmRecords(sourceApplyNo, applyNo);
+                    log.info("三方确认信息复制成功");
+                } catch (Exception e) {
+                    log.warn("复制三方确认信息失败: {}", e.getMessage());
+                    // 不抛出异常，继续执行
+                }
+            }
+
+            // 8. 复制附件
+            if (Boolean.TRUE.equals(copyAttachment)) {
+                try {
+                    // 调用附件服务复制附件
+                    copyAttachments(sourceApplyNo, applyNo);
+                    log.info("附件复制成功");
+                } catch (Exception e) {
+                    log.warn("复制附件失败: {}", e.getMessage());
+                    // 不抛出异常，继续执行
+                }
+            }
+            // 9. 复制原材料清单
+            if (Boolean.TRUE.equals(copyRawMaterialList)) {
+                try {
+                    erfExpRawMaterialService.copyRawMaterialList(sourceApplyNo, applyNo);
+                    log.info("原材料清单复制成功");
+                } catch (Exception e) {
+                    log.warn("复制原材料清单失败: {}", e.getMessage());
+                    // 不抛出异常，继续执行
+                }
+            }
 
-        // 2. 创建新试验单实体（复制基本信息）
-        ErfExpApply newEntity = new ErfExpApply();
-        BeanUtils.copyProperties(sourceEntity, newEntity);
-        newEntity.setApplyNo(applyNo);
-
-        // 4. 重置状态和流程相关字段
-        newEntity.setStatus("草稿");
-        newEntity.setCurrentStep(null);
-        newEntity.setActualFinishDate(null);
-        newEntity.setFinalStatus(null);
-        newEntity.setFinalQuantity(null);
-        newEntity.setPlannerUserId(null);
-        newEntity.setPlannerName(null);
-        newEntity.setWorkOrderNo(null);
-        newEntity.setScheduledDate(null);
-        newEntity.setSubmitTime(null);
-
-        // 5. 设置创建人信息
-        String creatorName = getUser() != null ? getUser().getUserDisplay(): "系统";
-        newEntity.setCreatorUserId(currentUserId);
-        newEntity.setCreatorName(creatorName);
-        newEntity.setCreateTime(new Date());
-        // 6. 保存新试验单
-        this.save(newEntity);
-        log.info("新试验单已创建: {}", applyNo);
-
-        // 7. 复制三方确认信息（仅High Risk）
-        if (Boolean.TRUE.equals(copyTriConfirm) && "High Risk".equals(sourceEntity.getExperimentType())) {
-            try {
-                erfTriConfirmService.copyTriConfirmRecords(sourceApplyNo, applyNo);
-                log.info("三方确认信息复制成功");
-            } catch (Exception e) {
-                log.warn("复制三方确认信息失败: {}", e.getMessage());
-                // 不抛出异常，继续执行
-            }
-        }
-
-        // 8. 复制附件
-        if (Boolean.TRUE.equals(copyAttachment)) {
-            try {
-                // 调用附件服务复制附件
-                copyAttachments(sourceApplyNo, applyNo);
-                log.info("附件复制成功");
-            } catch (Exception e) {
-                log.warn("复制附件失败: {}", e.getMessage());
-                // 不抛出异常，继续执行
-            }
-        }
-        // 9. 复制原材料清单
-        if (Boolean.TRUE.equals(copyRawMaterialList)) {
-            try {
-                erfExpRawMaterialService.copyRawMaterialList(sourceApplyNo, applyNo);
-                log.info("原材料清单复制成功");
-            } catch (Exception e) {
-                log.warn("复制原材料清单失败: {}", e.getMessage());
-                // 不抛出异常，继续执行
-            }
-        }
-
-        log.info("=== 复制试验单完成 === 新试验单号: {}", applyNo);
-        return applyNo;
+            log.info("=== 复制试验单完成 === 新试验单号: {}", applyNo);
+            return applyNo;
+        } catch (Exception e) {
+            if (isDuplicateApplyNoException(e)) {
+                log.warn("复制试验单发生主键重复，applyNo={}, error={}", applyNo, e.getMessage());
+                throw new XJException("试验单号已存在，请修改后重试");
+            }
+            throw e;
+        }
     }
 
     /**
@@ -2185,10 +2297,37 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
      * @param plannerUserIds 计划员用户ID列表
      */
     private void sendPlannerSubmitNotification(ErfExpApply entity, List<Long> plannerUserIds) {
+        String subject = String.format("【工程试验申请下达通知】%s - %s",
+            entity.getApplyNo(), entity.getTitle() != null ? entity.getTitle() : "");
+        String introText = "您好！以下工程试验单已下达，请及时安排生产。";
+        sendPlannerNotification(entity, plannerUserIds, subject, introText,
+            "工程试验申请下达通知", "下达通知");
+    }
+
+    /**
+     * 经理审批通过后发送邮件通知计划员进入排产
+     *
+     * @param entity         试验单实体
+     * @param plannerUserIds 计划员用户ID列表
+     */
+    private void sendPlannerApprovalPassedNotification(ErfExpApply entity, List<Long> plannerUserIds) {
+        String subject = String.format("【工程试验申请待排产】%s - %s",
+            entity.getApplyNo(), entity.getTitle() != null ? entity.getTitle() : "");
+        String introText = "您好！以下工程试验单经理审批已完成，当前已进入计划员排产环节，请及时安排生产。";
+        sendPlannerNotification(entity, plannerUserIds, subject, introText,
+            "工程试验申请经理审批通过待排产通知", "待排产通知");
+    }
+
+    /**
+     * 发送计划员通知邮件（下达通知 / 待排产通知）
+     */
+    private void sendPlannerNotification(ErfExpApply entity, List<Long> plannerUserIds,
+                                         String subject, String introText,
+                                         String mailRecordType, String sceneName) {
         try {
             MailSendAddressData mailSendData = qcMapper.getSendMailFromAddress();
             if (mailSendData == null) {
-                log.error("邮件发送配置未设置，无法发送下达通知邮件");
+                log.error("邮件发送配置未设置，无法发送{}邮件", sceneName);
                 return;
             }
 
@@ -2198,9 +2337,6 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
                     .format(entity.getExpectedFinishDate().toInstant().atZone(java.time.ZoneId.systemDefault()).toLocalDateTime())
                 : todayStr;
 
-            String subject = String.format("【工程试验申请下达通知】%s - %s",
-                entity.getApplyNo(), entity.getTitle() != null ? entity.getTitle() : "");
-
             // 构建邮件正文（内容固定，收件人不同）
             String tableBody = buildPlannerNotificationTable(entity, todayStr, expectedFinishDateStr);
 
@@ -2210,21 +2346,22 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
                 try {
                     UserEmailInfoDto planner = sysUserDao.getUserEmailInfoById(plannerId);
                     if (planner == null) {
-                        log.warn("计划员ID {} 不存在，跳过下达邮件通知", plannerId);
+                        log.warn("计划员ID {} 不存在，跳过{}邮件通知", plannerId, sceneName);
                         continue;
                     }
                     Set<String> plannerEmails = new LinkedHashSet<>();
                     appendEmailRecipients(plannerEmails, planner.getEmail());
                     appendEmailRecipients(plannerEmails, planner.getEmail2());
                     if (plannerEmails.isEmpty()) {
-                        log.warn("计划员 {} 未配置邮箱(email/email2)，跳过下达邮件通知", planner.getUsername());
+                        log.warn("计划员 {} 未配置邮箱(email/email2)，跳过{}邮件通知", planner.getUsername(), sceneName);
                         continue;
                     }
 
                     String body = "<html><body>"
                         + "<h3>尊敬的 " + planner.getUsername() + " 计划员：</h3>"
-                        + "<p>您好！以下工程试验单已下达，请及时安排生产。</p>"
+                        + "<p>" + introText + "</p>"
                         + "<hr/>" + tableBody
+                        + "<br/><p><a style='color:#0f84b0;' href='" + PLANNER_PAGE_URL + "'>前往计划员排产页面</a></p>"
                         + "<br/><p style='color:#888;'>发送时间："
                         + LocalDateTime.now().format(DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss"))
                         + "</p></body></html>";
@@ -2232,16 +2369,16 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
                     String[] recipients = plannerEmails.toArray(new String[0]);
                     MailUtil.sendMail(subject, body, recipients, mailSendData);
                     successEmails.addAll(plannerEmails);
-                    log.info("已向计划员 {} ({}) 发送下达通知邮件，试验单: {}",
-                        planner.getUsername(), String.join(";", plannerEmails), entity.getApplyNo());
+                    log.info("已向计划员 {} ({}) 发送{}邮件，试验单: {}",
+                        planner.getUsername(), String.join(";", plannerEmails), sceneName, entity.getApplyNo());
                 } catch (Exception e) {
-                    log.error("向计划员ID {} 发送邮件失败: {}", plannerId, e.getMessage());
+                    log.error("向计划员ID {} 发送{}邮件失败: {}", plannerId, sceneName, e.getMessage());
                 }
             }
 
             if (!successEmails.isEmpty()) {
                 SendMailRecord mailRecord = new SendMailRecord();
-                mailRecord.setType("工程试验申请下达通知");
+                mailRecord.setType(mailRecordType);
                 mailRecord.setDocumentNo(entity.getApplyNo());
                 mailRecord.setRecipient(String.join(";", successEmails));
                 mailRecord.setSendDate(new Date());
@@ -2249,7 +2386,7 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
             }
 
         } catch (Exception e) {
-            log.error("发送下达通知邮件失败，试验单: {}, 错误: {}", entity.getApplyNo(), e.getMessage(), e);
+            log.error("发送{}邮件失败，试验单: {}, 错误: {}", sceneName, entity.getApplyNo(), e.getMessage(), e);
         }
     }
 
@@ -2313,6 +2450,7 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
                 + "<p>您好！您作为试验负责人负责的工程试验单，经理层审批已全部通过，流程已进入<strong>计划员排产</strong>环节。</p>"
                 + "<p>请留意后续排产与执行安排。</p>"
                 + "<hr/>" + tableBody
+                + "<br/><p><a style='color:#0f84b0;' href='" + APPLY_PAGE_URL + "'>前往工程试验申请管理页面</a></p>"
                 + "<br/><p style='color:#888;'>发送时间："
                 + LocalDateTime.now().format(DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss"))
                 + "</p></body></html>";
@@ -2483,6 +2621,7 @@ public class ErfExpApplyServiceImpl extends ServiceImpl<ErfExpApplyMapper, ErfEx
                         + "<p>您好！以下工程试验单已完成排产，请做好相应备料准备。</p>"
                         + "<hr/>" + mainTable
                         + "<br/><h4>原材料清单：</h4>" + rawMaterialTable
+                        + "<br/><p><a style='color:#0f84b0;' href='" + PLANNER_PAGE_URL + "'>前往计划员排产页面</a></p>"
                         + "<br/><p style='color:#888;'>发送时间："
                         + LocalDateTime.now().format(DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm:ss"))
                         + "</p></body></html>";