feat: 细胞存储缴费催缴、统一样本信息与协议支付能力增强

汇总近期业务改动：催缴菜单与后端、样本信息快捷登记与进度、运费关联、客户档案扩展、协议优惠/期次与押金划转，并同步 SQL 迁移与管理端页面收敛。

Co-authored-by: Cursor <cursoragent@cursor.com>

docs/sql/biz_per_sample_payment_presign.sql

@@ -3,7 +3,8 @@
 -- 说明：
 --   1) biz_collection_protocol 增量字段用 information_schema 判断后 ADD，可重复执行
 --   2) payment_model_version 默认 2；首次升级将存量行置为 1（已有 version=1 则跳过 UPDATE）
---   3) 新表 CREATE TABLE IF NOT EXISTS
+--   3) 新表 CREATE TABLE IF NOT EXISTS，校对规则与存量库一致：utf8mb4_unicode_ci
+--   4) 第 9 节 CONVERT 用于已建表纠偏（可重复执行）
 
 -- ---------------------------------------------------------------------------
 -- 1) 采集协议单增量字段
@@ -75,7 +76,7 @@ CREATE TABLE IF NOT EXISTS `biz_protocol_sample_payment` (
   PRIMARY KEY (`id`),
   KEY `idx_psp_tenant_protocol` (`tenant_no`,`collection_protocol_id`,`del_flag`),
   KEY `idx_psp_tenant_sample` (`tenant_no`,`sample_code`,`del_flag`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='采集协议单-按样本缴费方案';
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='采集协议单-按样本缴费方案';
 
 -- ---------------------------------------------------------------------------
 -- 3) 应缴批次
@@ -100,7 +101,7 @@ CREATE TABLE IF NOT EXISTS `biz_protocol_payment_schedule` (
   `del_flag` smallint(6) NOT NULL DEFAULT '0' COMMENT '删除标记',
   PRIMARY KEY (`id`),
   KEY `idx_pps_tenant_protocol` (`tenant_no`,`collection_protocol_id`,`del_flag`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='采集协议单-应缴批次';
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='采集协议单-应缴批次';
 
 -- ---------------------------------------------------------------------------
 -- 4) 转账笔（无退费字段）
@@ -131,7 +132,7 @@ CREATE TABLE IF NOT EXISTS `biz_protocol_payment_transfer` (
   KEY `idx_ppt_tenant_protocol` (`tenant_no`,`collection_protocol_id`,`del_flag`),
   KEY `idx_ppt_tenant_sample` (`tenant_no`,`sample_code`,`del_flag`),
   KEY `idx_ppt_tenant_pay_status` (`tenant_no`,`pay_status`,`del_flag`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='采集协议单-缴费转账笔';
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='采集协议单-缴费转账笔';
 
 -- ---------------------------------------------------------------------------
 -- 5) 协议退费登记
@@ -155,7 +156,7 @@ CREATE TABLE IF NOT EXISTS `biz_protocol_refund_record` (
   `del_flag` smallint(6) NOT NULL DEFAULT '0' COMMENT '删除标记',
   PRIMARY KEY (`id`),
   KEY `idx_prr_tenant_protocol` (`tenant_no`,`collection_protocol_id`,`del_flag`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='采集协议单-退费登记';
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='采集协议单-退费登记';
 
 -- ---------------------------------------------------------------------------
 -- 6) 预签约订单
@@ -171,8 +172,9 @@ CREATE TABLE IF NOT EXISTS `biz_presign_order` (
   `sample_collect_time` datetime DEFAULT NULL COMMENT '采集时间',
   `pay_mode` varchar(8) DEFAULT NULL COMMENT '整单缴费方式 dj/fq',
   `contract_amount` decimal(18,2) DEFAULT NULL COMMENT '整单合同金额',
+  `collector_user_id` varchar(64) DEFAULT NULL COMMENT '采集专员用户ID',
   `sales_user_id` varchar(64) DEFAULT NULL COMMENT '市场专员用户ID',
-  `region_manager_user_id` varchar(64) DEFAULT NULL COMMENT '地区经理用户ID',
+  `region_manager_user_id` varchar(64) DEFAULT NULL COMMENT '采集经理/地区经理用户ID',
   `order_status` varchar(16) DEFAULT NULL COMMENT '订单状态 draft/active/converted/void',
   `converted_protocol_id` varchar(64) DEFAULT NULL COMMENT '转成的正式协议ID',
   `tenant_no` varchar(64) NOT NULL DEFAULT 'zkxw' COMMENT '租户编号',
@@ -186,7 +188,17 @@ CREATE TABLE IF NOT EXISTS `biz_presign_order` (
   `del_flag` smallint(6) NOT NULL DEFAULT '0' COMMENT '删除标记',
   PRIMARY KEY (`id`),
   KEY `idx_po_tenant_protocol_no` (`tenant_no`,`protocol_no`,`del_flag`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='预签约订单';
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='预签约订单';
+
+-- 已建表环境增量：采集专员
+SET @col_exists := (
+  SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = @db AND TABLE_NAME = 'biz_presign_order' AND COLUMN_NAME = 'collector_user_id'
+);
+SET @sql := IF(@col_exists = 0,
+  'ALTER TABLE `biz_presign_order` ADD COLUMN `collector_user_id` VARCHAR(64) DEFAULT NULL COMMENT ''采集专员用户ID'' AFTER `contract_amount`',
+  'SELECT 1');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
 
 -- ---------------------------------------------------------------------------
 -- 7) 预签约样本类型
@@ -206,7 +218,7 @@ CREATE TABLE IF NOT EXISTS `biz_presign_order_sample_type` (
   `del_flag` smallint(6) NOT NULL DEFAULT '0' COMMENT '删除标记',
   PRIMARY KEY (`id`),
   KEY `idx_post_presign` (`tenant_no`,`presign_order_id`,`del_flag`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='预签约订单-样本类型';
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='预签约订单-样本类型';
 
 -- ---------------------------------------------------------------------------
 -- 8) 预签约意向金转账笔
@@ -233,4 +245,15 @@ CREATE TABLE IF NOT EXISTS `biz_presign_transfer` (
   PRIMARY KEY (`id`),
   KEY `idx_pt_tenant_pay_status` (`tenant_no`,`pay_status`,`del_flag`),
   KEY `idx_pt_presign` (`tenant_no`,`presign_order_id`,`del_flag`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='预签约订单-意向金转账笔';
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='预签约订单-意向金转账笔';
+
+-- ---------------------------------------------------------------------------
+-- 9) 已建表校对规则对齐存量库 utf8mb4_unicode_ci（避免 JOIN 报 1267 mix of collations）
+-- ---------------------------------------------------------------------------
+ALTER TABLE `biz_protocol_sample_payment` CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
+ALTER TABLE `biz_protocol_payment_schedule` CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
+ALTER TABLE `biz_protocol_payment_transfer` CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
+ALTER TABLE `biz_protocol_refund_record` CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
+ALTER TABLE `biz_presign_order` CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
+ALTER TABLE `biz_presign_order_sample_type` CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
+ALTER TABLE `biz_presign_transfer` CONVERT TO CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;

docs/sql/migrations/2026-09-18-rename-collection-region-menu.sql

@@ -1,18 +0,0 @@
--- 菜单更名：细胞采集基础信息维护 → 采集地区及医院
--- 对应前端路由/静态菜单：sqxp.ts、backend/app/api/menu.py
-
-UPDATE `sys_menu`
-SET
-  `menu_name` = '采集地区及医院',
-  `update_time` = NOW()
-WHERE `id` = '123'
-  AND `del_flag` = 0;
-
--- 兼容按权限标识匹配（若环境环境 id 不同）
-UPDATE `sys_menu`
-SET
-  `menu_name` = '采集地区及医院',
-  `update_time` = NOW()
-WHERE `del_flag` = 0
-  AND `perms` = 'biz:collectionRegion:list'
-  AND `menu_name` <> '采集地区及医院';

docs/sql/migrations/2026-09-20-oa-instance-comment.sql

@@ -1,20 +0,0 @@
--- OA 审批实例评论
-CREATE TABLE IF NOT EXISTS `oa_instance_comment` (
-  `id` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL COMMENT '主键ID',
-  `instance_id` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL COMMENT '所属实例ID',
-  `content` varchar(1024) COLLATE utf8mb4_unicode_ci NOT NULL COMMENT '评论正文',
-  `attachment_refs_json` text COLLATE utf8mb4_unicode_ci COMMENT '引用表单附件快照 JSON',
-  `status` varchar(16) COLLATE utf8mb4_unicode_ci NOT NULL DEFAULT 'normal' COMMENT 'normal/revoked',
-  `revoked_time` datetime DEFAULT NULL COMMENT '撤回时间',
-  `tenant_no` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL DEFAULT 'zkxw' COMMENT '租户编号',
-  `order_num` int(11) DEFAULT NULL COMMENT '排序号',
-  `remark` varchar(512) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '备注',
-  `create_by` varchar(64) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '创建人id（评论作者）',
-  `create_dept_id` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL DEFAULT '' COMMENT '创建人部门ID',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_by` varchar(64) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '更新人id',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `del_flag` smallint(6) NOT NULL DEFAULT '0' COMMENT '删除标记',
-  PRIMARY KEY (`id`),
-  KEY `idx_oa_comment_tenant_inst_time` (`tenant_no`,`instance_id`,`create_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='OA审批实例评论';

docs/sql/migrations/2026-09-21-oa-instance-view-grant.sql

@@ -1,97 +0,0 @@
--- 评论 @ 用户：查看授权（不写入抄送任务）
-ALTER TABLE `oa_instance_comment`
-  ADD COLUMN `mention_user_ids_json` text COLLATE utf8mb4_unicode_ci NULL COMMENT '评论@用户ID列表 JSON' AFTER `revoked_time`;
-
-CREATE TABLE IF NOT EXISTS `oa_instance_view_grant` (
-  `id` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL COMMENT '主键ID',
-  `instance_id` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL COMMENT '实例ID',
-  `user_id` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL COMMENT '被授权查看人',
-  `source` varchar(32) COLLATE utf8mb4_unicode_ci NOT NULL DEFAULT 'comment_mention' COMMENT 'comment_mention',
-  `comment_id` varchar(64) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '来源评论ID，撤回评论不删除授权',
-  `granted_by` varchar(64) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '授权人',
-  `tenant_no` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL DEFAULT 'zkxw' COMMENT '租户编号',
-  `order_num` int(11) DEFAULT NULL COMMENT '排序号',
-  `remark` varchar(512) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '备注',
-  `create_by` varchar(64) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '创建人id',
-  `create_dept_id` varchar(64) COLLATE utf8mb4_unicode_ci NOT NULL DEFAULT '' COMMENT '创建人部门ID',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_by` varchar(64) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '更新人id',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `del_flag` smallint(6) NOT NULL DEFAULT '0' COMMENT '删除标记',
-  PRIMARY KEY (`id`),
-  UNIQUE KEY `uk_oa_view_grant_user` (`tenant_no`,`instance_id`,`user_id`),
-  KEY `idx_oa_view_grant_user_time` (`tenant_no`,`user_id`,`create_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='OA审批实例查看授权';
-
--- 移动端「提到我的」：挂在与「抄送我的」相同的父菜单下，并复制其角色授权
-INSERT INTO `sys_menu` (
-  `id`, `menu_name`, `parent_id`, `menu_type`, `path`, `component`, `perms`,
-  `is_frame`, `visible`, `status`, `tenant_no`, `order_num`, `remark`,
-  `create_by`, `create_dept_id`, `create_time`, `update_by`, `update_time`, `del_flag`
-)
-SELECT
-  MD5(CONCAT('oa-mention-', s.`tenant_no`, '-', s.`id`)),
-  '提到我的',
-  s.`parent_id`,
-  s.`menu_type`,
-  '/pages/oa/mentions/index',
-  s.`component`,
-  'oa:mention',
-  s.`is_frame`,
-  s.`visible`,
-  s.`status`,
-  s.`tenant_no`,
-  IFNULL(s.`order_num`, 0) + 1,
-  '评论@后可查看的审批单',
-  s.`create_by`,
-  s.`create_dept_id`,
-  NOW(),
-  s.`update_by`,
-  NOW(),
-  0
-FROM `sys_menu` s
-WHERE s.`del_flag` = 0
-  AND s.`menu_name` = '抄送我的'
-  AND s.`path` LIKE '%oa/cc%'
-  AND NOT EXISTS (
-    SELECT 1 FROM `sys_menu` x
-    WHERE x.`del_flag` = 0
-      AND x.`tenant_no` = s.`tenant_no`
-      AND x.`path` LIKE '%oa/mentions%'
-  );
-
-INSERT INTO `sys_role_menu` (
-  `id`, `role_id`, `menu_id`, `tenant_no`, `order_num`, `remark`,
-  `create_by`, `create_dept_id`, `create_time`, `update_by`, `update_time`, `del_flag`
-)
-SELECT
-  MD5(CONCAT('oa-mention-role-', rm.`role_id`, '-', m.`id`)),
-  rm.`role_id`,
-  m.`id`,
-  m.`tenant_no`,
-  NULL,
-  NULL,
-  rm.`create_by`,
-  IFNULL(rm.`create_dept_id`, ''),
-  NOW(),
-  rm.`update_by`,
-  NOW(),
-  0
-FROM `sys_menu` m
-JOIN `sys_menu` cc
-  ON cc.`del_flag` = 0
- AND cc.`tenant_no` = m.`tenant_no`
- AND cc.`parent_id` = m.`parent_id`
- AND cc.`menu_name` = '抄送我的'
- AND cc.`path` LIKE '%oa/cc%'
-JOIN `sys_role_menu` rm
-  ON rm.`del_flag` = 0
- AND rm.`menu_id` = cc.`id`
-WHERE m.`del_flag` = 0
-  AND m.`path` LIKE '%oa/mentions%'
-  AND NOT EXISTS (
-    SELECT 1 FROM `sys_role_menu` x
-    WHERE x.`del_flag` = 0
-      AND x.`role_id` = rm.`role_id`
-      AND x.`menu_id` = m.`id`
-  );

docs/sql/migrations/2026-09-22-purge-oa-instance-data.sql

@@ -1,68 +0,0 @@
--- =============================================================================
--- 清空 OA 审批「运行时实例」数据（上线前清理测试数据用）
---
--- 删除范围（物理删除）：
---   oa_instance_view_grant  评论@产生的查看授权
---   oa_instance_comment     实例评论
---   oa_relation             关联审批
---   oa_instance_event       实例操作事件
---   oa_task                 待办/已办/抄送任务
---   oa_instance             审批实例
---   oa_instance_draft       发起审批草稿（非模板设计草稿）
---
--- 保留（不删除）：
---   oa_app_group / oa_app / oa_app_version  流程定义与已发布版本
---   oa_receive_account                     收款账户主数据
---
--- 使用前请先备份；默认清理全部租户。若只清某一租户，取消下方 @tenant_no 注释并赋值。
--- =============================================================================
-
--- SET @tenant_no = 'zkxw';
-
-START TRANSACTION;
-
--- 1) 评论查看授权
-DELETE FROM `oa_instance_view_grant`
--- WHERE `tenant_no` = @tenant_no
-;
-
--- 2) 实例评论
-DELETE FROM `oa_instance_comment`
--- WHERE `tenant_no` = @tenant_no
-;
-
--- 3) 关联审批
-DELETE FROM `oa_relation`
--- WHERE `tenant_no` = @tenant_no
-;
-
--- 4) 实例事件
-DELETE FROM `oa_instance_event`
--- WHERE `tenant_no` = @tenant_no
-;
-
--- 5) 审批任务
-DELETE FROM `oa_task`
--- WHERE `tenant_no` = @tenant_no
-;
-
--- 6) 审批实例
-DELETE FROM `oa_instance`
--- WHERE `tenant_no` = @tenant_no
-;
-
--- 7) 发起草稿
-DELETE FROM `oa_instance_draft`
--- WHERE `tenant_no` = @tenant_no
-;
-
-COMMIT;
-
--- 执行后核对（期望均为 0）
-SELECT 'oa_instance_view_grant' AS tbl, COUNT(*) AS cnt FROM `oa_instance_view_grant`
-UNION ALL SELECT 'oa_instance_comment', COUNT(*) FROM `oa_instance_comment`
-UNION ALL SELECT 'oa_relation', COUNT(*) FROM `oa_relation`
-UNION ALL SELECT 'oa_instance_event', COUNT(*) FROM `oa_instance_event`
-UNION ALL SELECT 'oa_task', COUNT(*) FROM `oa_task`
-UNION ALL SELECT 'oa_instance', COUNT(*) FROM `oa_instance`
-UNION ALL SELECT 'oa_instance_draft', COUNT(*) FROM `oa_instance_draft`;

docs/sql/migrations/2026-10-05-presign-order-menu.sql

@@ -0,0 +1,73 @@
+-- =============================================================================
+-- 预签约订单菜单：插入 sys_menu，并授权给已有「采集协议单」的角色
+-- 测试库 zkxw-sc 已确认原先没有该菜单行。
+-- 菜单位置：采集协议单 之下、缴费信息/样本信息管理 之上
+-- id: 50000000000000000000000000000020
+-- perms: cell-storage:presign-order:list
+-- =============================================================================
+
+INSERT INTO sys_menu (
+  id, menu_name, parent_id, menu_type, path, component, perms,
+  is_frame, visible, status, tenant_no, order_num, remark,
+  create_by, create_dept_id, create_time, update_by, update_time, del_flag
+)
+SELECT
+  '50000000000000000000000000000020',
+  '预签约订单',
+  'CEL00000000000000000000000000001',
+  'C',
+  'presign-order',
+  '/cell-storage/presign-order/index',
+  'cell-storage:presign-order:list',
+  1,
+  '1',
+  '1',
+  'zkxw',
+  3,
+  '细胞存储：预签约订单',
+  NULL,
+  '',
+  NOW(),
+  NULL,
+  NOW(),
+  0
+FROM DUAL
+WHERE NOT EXISTS (
+  SELECT 1 FROM sys_menu m
+  WHERE m.del_flag = 0
+    AND (
+      m.id = '50000000000000000000000000000020'
+      OR m.perms = 'cell-storage:presign-order:list'
+    )
+);
+
+-- 已有采集协议单权限的角色补授权（幂等）
+INSERT INTO sys_role_menu (
+  id, role_id, menu_id, tenant_no, order_num, remark,
+  create_by, create_dept_id, create_time, update_by, update_time, del_flag
+)
+SELECT
+  MD5(CONCAT(r.id, '|50000000000000000000000000000020')),
+  r.id,
+  '50000000000000000000000000000020',
+  IFNULL(NULLIF(r.tenant_no, ''), 'zkxw'),
+  0,
+  'grant presign-order to protocol-audit roles',
+  NULL,
+  '',
+  NOW(),
+  NULL,
+  NOW(),
+  0
+FROM sys_role r
+INNER JOIN sys_role_menu rm
+  ON rm.role_id = r.id
+ AND rm.menu_id = '50000000000000000000000000000003'
+ AND rm.del_flag = 0
+WHERE r.del_flag = 0
+  AND NOT EXISTS (
+    SELECT 1 FROM sys_role_menu x
+    WHERE x.role_id = r.id
+      AND x.menu_id = '50000000000000000000000000000020'
+      AND x.del_flag = 0
+  );

docs/sql/migrations/2026-10-05-unhide-payment-info-menu.sql

@@ -87,11 +87,33 @@ WHERE NOT EXISTS (
     )
 );
 
--- 3) 可选：为已有角色补授权（将 super_admin 角色 id 替换为实际值后取消注释）
--- INSERT INTO sys_role_menu (id, role_id, menu_id, tenant_no, create_time, update_time, del_flag)
--- SELECT UUID(), '<role_id>', '904b5173519411f1944300163e3bdd96', 'zkxw', NOW(), NOW(), 0
--- FROM DUAL
--- WHERE NOT EXISTS (
---   SELECT 1 FROM sys_role_menu rm
---   WHERE rm.menu_id = '904b5173519411f1944300163e3bdd96' AND rm.role_id = '<role_id>' AND rm.del_flag = 0
--- );
+-- 3) 已有「采集协议单」权限的角色补授权（幂等）
+INSERT INTO sys_role_menu (
+  id, role_id, menu_id, tenant_no, order_num, remark,
+  create_by, create_dept_id, create_time, update_by, update_time, del_flag
+)
+SELECT
+  MD5(CONCAT(r.id, '|904b5173519411f1944300163e3bdd96')),
+  r.id,
+  '904b5173519411f1944300163e3bdd96',
+  IFNULL(NULLIF(r.tenant_no, ''), 'zkxw'),
+  0,
+  'grant payment-info to protocol-audit roles',
+  NULL,
+  '',
+  NOW(),
+  NULL,
+  NOW(),
+  0
+FROM sys_role r
+INNER JOIN sys_role_menu rm
+  ON rm.role_id = r.id
+ AND rm.menu_id = '50000000000000000000000000000003'
+ AND rm.del_flag = 0
+WHERE r.del_flag = 0
+  AND NOT EXISTS (
+    SELECT 1 FROM sys_role_menu x
+    WHERE x.role_id = r.id
+      AND x.menu_id = '904b5173519411f1944300163e3bdd96'
+      AND x.del_flag = 0
+  );

docs/sql/migrations/2026-10-06-hide-research-donation-sample-info-menu.sql

@@ -0,0 +1,29 @@
+-- =============================================================================
+-- 下线「科研捐赠 → 样本信息管理」侧栏菜单（2026-10-06）
+-- =============================================================================
+--
+-- 【主路径 — 前端固定菜单】
+-- 当前 Web 管理端使用 VITE_ACCESS_MODE=frontend，菜单树已从以下两处移除该子项：
+--   - web-admin/src/router/modules/sqxp.ts
+--   - backend/app/api/menu.py
+-- 样本信息仍从「细胞存储 → 样本信息管理」进入（统一页含科研捐赠 Tab）。
+-- 前端模式环境 **无需执行** 本脚本；保留供 DB 菜单模式同步。
+--
+-- 科研捐赠目录 parent_id: RSC00000000000000000000000000001
+-- 样本信息     id: 60000000000000000000000000000004
+--              perms: research-donation:sample-info:list
+-- visible: '0'=隐藏（权限码保留，统一页 Tab / 接口授权仍可用）
+-- =============================================================================
+
+UPDATE sys_menu
+SET visible = '0',
+    update_time = NOW()
+WHERE del_flag = 0
+  AND (
+    id = '60000000000000000000000000000004'
+    OR perms = 'research-donation:sample-info:list'
+    OR (
+      path = 'sample-info'
+      AND parent_id = 'RSC00000000000000000000000000001'
+    )
+  );

docs/sql/migrations/2026-10-08-customer-profile-expand.sql

@@ -0,0 +1,10 @@
+-- 客户主档：通用个人档案字段
+-- Spec: docs/superpowers/specs/2026-10-08-customer-profile-expand-sync-design.md
+
+SET NAMES utf8mb4;
+
+ALTER TABLE `biz_customer`
+  ADD COLUMN `birth_ym` char(6) DEFAULT NULL COMMENT '出生年月YYYYMM' AFTER `age`,
+  ADD COLUMN `ethnic` varchar(32) DEFAULT NULL COMMENT '民族' AFTER `birth_ym`,
+  ADD COLUMN `email` varchar(128) DEFAULT NULL COMMENT '邮箱' AFTER `ethnic`,
+  ADD COLUMN `address` varchar(512) DEFAULT NULL COMMENT '家庭住址' AFTER `email`;

docs/sql/migrations/2026-10-08-protocol-region-manager.sql

@@ -0,0 +1,10 @@
+-- 采集协议 / 科研捐赠：地区经理用户ID
+-- Spec: docs/superpowers/specs/2026-10-08-protocol-market-specialist-region-manager-design.md
+
+SET NAMES utf8mb4;
+
+ALTER TABLE `biz_protocol_collection_info`
+  ADD COLUMN `region_manager_user_id` varchar(64) DEFAULT NULL COMMENT '地区经理用户ID' AFTER `sales_user_id`;
+
+ALTER TABLE `biz_research_donation_collection`
+  ADD COLUMN `region_manager_user_id` varchar(64) DEFAULT NULL COMMENT '地区经理用户ID' AFTER `sales_user_id`;

docs/sql/migrations/2026-10-08-rename-cell-storage-menu-to-storage-service.sql

@@ -0,0 +1,21 @@
+-- =============================================================================
+-- 侧栏二级菜单「细胞存储」更名为「存储服务」
+-- id: CEL00000000000000000000000000001
+-- 原因：该目录下统一承载细胞存储与科研捐赠业务入口
+--
+-- 【前端固定菜单】同步修改：
+--   - web-admin/src/router/modules/sqxp.ts
+--   - backend/app/api/menu.py
+-- =============================================================================
+
+UPDATE sys_menu
+SET menu_name = '存储服务',
+    remark = CASE
+      WHEN remark IS NULL OR TRIM(remark) = '' THEN '存储服务：含细胞存储与科研捐赠统一业务入口'
+      WHEN remark LIKE '%细胞存储%' THEN REPLACE(remark, '细胞存储', '存储服务')
+      ELSE remark
+    END,
+    update_time = NOW()
+WHERE del_flag = 0
+  AND id = 'CEL00000000000000000000000000001'
+  AND menu_name = '细胞存储';

docs/sql/migrations/2026-10-08-sample-freight-no-fix-format.sql

@@ -0,0 +1,30 @@
+-- 若已按旧规则 YF+YYYY-MM-DD+序号 回填，纠正为 YF+YYYYMMDD+001～999
+
+SET @grp := '';
+SET @seq := 0;
+
+UPDATE biz_sample_freight f
+INNER JOIN (
+  SELECT
+    id,
+    CONCAT(
+      'YF',
+      DATE_FORMAT(create_time, '%Y%m%d'),
+      LPAD(
+        @seq := IF(
+          @grp = CONCAT(tenant_no, '|', DATE_FORMAT(create_time, '%Y%m%d')),
+          @seq + 1,
+          1
+        ),
+        3,
+        '0'
+      )
+    ) AS new_no,
+    @grp := CONCAT(tenant_no, '|', DATE_FORMAT(create_time, '%Y%m%d')) AS _grp
+  FROM biz_sample_freight
+  ORDER BY tenant_no ASC, create_time ASC, id ASC
+) t ON f.id = t.id
+SET f.freight_no = t.new_no;
+
+ALTER TABLE biz_sample_freight
+  MODIFY COLUMN freight_no VARCHAR(32) NOT NULL DEFAULT '' COMMENT '运费批次号 YF+YYYYMMDD+序号';

docs/sql/migrations/2026-10-08-sample-freight-no.sql

@@ -0,0 +1,35 @@
+-- 运费批次号：YF + YYYYMMDD + 001～999（按租户、按日递增）
+
+ALTER TABLE biz_sample_freight
+  ADD COLUMN freight_no VARCHAR(32) NOT NULL DEFAULT '' COMMENT '运费批次号 YF+YYYYMMDD+序号' AFTER id;
+
+-- 按租户 + 创建日回填历史数据
+SET @grp := '';
+SET @seq := 0;
+
+UPDATE biz_sample_freight f
+INNER JOIN (
+  SELECT
+    id,
+    CONCAT(
+      'YF',
+      DATE_FORMAT(create_time, '%Y%m%d'),
+      LPAD(
+        @seq := IF(
+          @grp = CONCAT(tenant_no, '|', DATE_FORMAT(create_time, '%Y%m%d')),
+          @seq + 1,
+          1
+        ),
+        3,
+        '0'
+      )
+    ) AS new_no,
+    @grp := CONCAT(tenant_no, '|', DATE_FORMAT(create_time, '%Y%m%d')) AS _grp
+  FROM biz_sample_freight
+  ORDER BY tenant_no ASC, create_time ASC, id ASC
+) t ON f.id = t.id
+SET f.freight_no = t.new_no
+WHERE f.freight_no = '' OR f.freight_no IS NULL;
+
+ALTER TABLE biz_sample_freight
+  ADD UNIQUE KEY uk_sample_freight_tenant_no (tenant_no, freight_no);

docs/sql/migrations/2026-10-09-payment-chase-menu.sql

@@ -0,0 +1,74 @@
+-- =============================================================================
+-- 催缴信息菜单：插在缴费信息之下、样本信息管理之上
+-- id: 50000000000000000000000000000022
+-- perms / menuCode: cellStorage:paymentChase:list
+-- =============================================================================
+
+INSERT INTO sys_menu (
+  id, menu_name, parent_id, menu_type, path, component, perms,
+  is_frame, visible, status, tenant_no, order_num, remark,
+  create_by, create_dept_id, create_time, update_by, update_time, del_flag
+)
+SELECT
+  '50000000000000000000000000000022',
+  '催缴信息',
+  'CEL00000000000000000000000000001',
+  'C',
+  'payment-chase',
+  '/cell-storage/payment-chase/index',
+  'cellStorage:paymentChase:list',
+  1,
+  '1',
+  '1',
+  'zkxw',
+  5,
+  '细胞存储：催缴信息（逾期∪近30天）',
+  NULL,
+  '',
+  NOW(),
+  NULL,
+  NOW(),
+  0
+FROM DUAL
+WHERE NOT EXISTS (
+  SELECT 1 FROM sys_menu m
+  WHERE m.del_flag = 0
+    AND (
+      m.id = '50000000000000000000000000000022'
+      OR m.perms = 'cellStorage:paymentChase:list'
+    )
+);
+
+-- 已有缴费信息权限的角色补授权（幂等）
+INSERT INTO sys_role_menu (
+  id, role_id, menu_id, tenant_no, order_num, remark,
+  create_by, create_dept_id, create_time, update_by, update_time, del_flag
+)
+SELECT
+  MD5(CONCAT(r.id, '|50000000000000000000000000000022')),
+  r.id,
+  '50000000000000000000000000000022',
+  IFNULL(NULLIF(r.tenant_no, ''), 'zkxw'),
+  0,
+  'grant payment-chase to payment-info roles',
+  NULL,
+  '',
+  NOW(),
+  NULL,
+  NOW(),
+  0
+FROM sys_role r
+INNER JOIN sys_role_menu rm
+  ON rm.role_id = r.id
+ AND rm.del_flag = 0
+INNER JOIN sys_menu m
+  ON m.id = rm.menu_id
+ AND m.del_flag = 0
+ AND m.perms = 'cellStorage:paymentInfo:list'
+WHERE r.del_flag = 0
+  AND NOT EXISTS (
+    SELECT 1 FROM sys_role_menu x
+    WHERE x.del_flag = 0
+      AND x.role_id = r.id
+      AND x.menu_id = '50000000000000000000000000000022'
+  );

docs/sql/migrations/2026-10-10-protocol-deposit-transfer.sql

@@ -0,0 +1,8 @@
+-- 意向金不落协议侧快照表：正式协议通过 biz_collection_protocol.source_presign_order_id
+-- 关联预签订单，读写同一份 biz_presign_transfer，保证财务审批/调整两边一致。
+--
+-- 若此前已执行过「创建 biz_protocol_deposit_transfer」的旧脚本，执行下方 DROP 清理。
+
+SET NAMES utf8mb4;
+
+DROP TABLE IF EXISTS `biz_protocol_deposit_transfer`;