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Author SHA1 Message Date
zlwuandCursor c825c170e7 refactor(mobile-oa-h5): extract ScheduleTransferEditor for shared transfer UI 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 11:04:14 +08:00
zlwuandCursor 9de7f5456e refactor(mobile-oa-h5): allow transfer helpers to use payment contextId 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 10:56:43 +08:00
zlwuandCursor e2fee1d9c5 feat(mobile-oa-h5): open protocol from payment as readonly detail 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 10:55:59 +08:00
zlwuandCursor 80d238d31d feat(mobile-oa-h5): add payment-entry helpers for readonly protocol view 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-17 10:53:11 +08:00
zlwuandCursor 526c9029c8 fix(web-admin): rename presign collector label to 市场专员 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 17:45:30 +08:00
zlwuandCursor b545e5987c fix(web-admin): remove collector staff from payment confirm timeline 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 17:45:30 +08:00
zlwuandCursor d85c70a860 fix(web-admin): hide collector staff on research donation UI 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 17:45:30 +08:00
zlwuandCursor b76a7d65be fix(web-admin): hide collector staff on collection protocol UI 
Retain silent collectorUserId defaults and edit hydration.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 17:45:30 +08:00
zlwuandCursor d998378e12 fix(mobile-oa-h5): rename presign collector label to 市场专员 
Keep collectorUserId for convert-to-protocol mapping.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 17:44:41 +08:00
zlwuandCursor 90c1b83a54 fix(mobile-oa-h5): hide collector staff on protocol UI 
Keep collectorUserId in form state as a hidden field with create defaults.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 17:39:39 +08:00
zlwuandCursor 75f00a6472 docs: add plan for hiding collector staff UI 
Break down protocol/donation hide, presign rename to 市场专员, and silent collectorUserId write rules into TDD tasks.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 17:38:14 +08:00
zlwuandCursor 241dd2861c docs: specify hide collector staff UI with presign rename 
Capture the agreed design: hide collector displays on protocol/donation/timeline, keep DB/API fields with silent defaults, and rename presign visible labels to 市场专员 while retaining collectorUserId for convert.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 17:33:59 +08:00
zlwuandCursor d29a18db86 chore(graphify): refresh graphs after OA bank receipt feature 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:58:44 +08:00
zlwuandCursor 3a148b2985 feat(web-admin): add bank receipt upload on OA done center 
Show permission-gated upload action and wire the receipt dialog.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:58:24 +08:00
zlwuandCursor 6c8b8025d7 feat(web-admin): add OA bank receipt upload dialog 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:58:24 +08:00
zlwuandCursor 209fb7bff3 feat(web-admin): add OA bank receipt API clients 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:58:24 +08:00
zlwuandCursor e5ae28f0c7 docs(sql): seed oa:done:bank-receipt button permission 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:58:24 +08:00
zlwuandCursor 0402f797c0 feat(oa): expose bank-receipts GET/PUT with menu permission 
Gate instance bank receipt APIs behind oa:done:bank-receipt.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:58:24 +08:00
zlwuandCursor b042266c5b fix(oa): stabilize bank receipt list order via order_num 
Preserve PUT item sequence when create_time ties on replace.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:56:09 +08:00
zlwuandCursor 5e38dc1eca feat(oa): add bank receipt attachment service for instances 
Store multiple bank receipts on biz_attachment keyed by instance id.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:49:33 +08:00
zlwuandCursor 00a315b61c docs(plan): OA done-center bank receipt upload implementation 
Break the approved design into TDD tasks for service, API, SQL, and web-admin UI.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:47:18 +08:00
zlwuandCursor 35532eceee docs(spec): design OA done-center bank receipt upload 
Capture approved approach A (biz_attachment + permission-gated dialog)
and the Fresh Mint HTML demo for the done-center upload flow.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:44:20 +08:00
zlwuandCursor a148961b55 feat(oa): add department filter on history list and export 
Allow filtering OA history by initiator department including descendants, while keeping the existing all-history permission scope.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:23:18 +08:00
zlwuandCursor 6cd22b218d docs(plan): OA history department filter implementation 
Break down backend tests, engine/API wiring, and web-admin filter UI into executable tasks.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:16:15 +08:00
zlwuandCursor 3ecd8f4a74 docs(spec): design OA history department filter 
Add confirmed design for initiator-dept tree filter on the web-admin OA history list and export APIs.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-16 16:13:44 +08:00
zlwu 06d021807b 提交 2026-10-15 23:21:07 +08:00
zlwu ecde2ba07d 提交 2026-10-15 14:27:42 +08:00
zlwuandCursor b9d981d46b fix(mobile-oa-h5): finish tagType wiring for market detail sections 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:07:32 +08:00
zlwuandCursor 2b5f2f939c fix(mobile-oa-h5): align presign and freight tags with registry mirror 
Use info for draft; full payMode codes; receptionSource/transportType colors.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:06:07 +08:00
zlwuandCursor 7ba336169a fix(mobile-oa-h5): align protocol and chase tags with registry mirror 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 10:01:43 +08:00
zlwuandCursor 79f9c8785b fix(mobile-oa-h5): align payment list/detail tags with registry mirror 
Prefer progressStatus codes and explicit tagType over Chinese heuristics.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 09:57:21 +08:00
zlwuandCursor 87f1e9a4eb feat(mobile-oa-h5): add market status-tag registry mirror 
Mirror Web status-tag-registry for market modules with resolveStatusTag and parity tests.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 09:52:54 +08:00
zlwuandCursor a7a5a914f1 fix(web-admin): align freight source and transport tags with registry 
Use receptionSource and transportType tag types instead of hard-coded success/primary plain.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 09:51:26 +08:00
zlwuandCursor 920b432491 fix(web-admin): use registry tag types for protocol payMode and auditStatus 
Align ProtocolViewDialog tags with status-tag-registry instead of hard-coded success/warning.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 09:50:45 +08:00
zlwuandCursor b592aaec2e feat(web-admin): add paymentScheduleStatus to status-tag registry 
Lift schedule open/cleared/void labels from PaymentBySampleTab so Web and mobile share one source.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-15 09:47:18 +08:00
zlwuandCursor 012527ed35 docs: mark payment detail transfer display design as implemented 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 15:24:34 +08:00
zlwuandCursor 9d7a72673d feat(mobile-oa-h5): restyle payment schedule transfers as amount-first cards 
Render schedule cards with metric grids and white transfer cards (amount, method·time, notes) in payment and protocol detail views.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 15:24:25 +08:00
zlwuandCursor 5ce18e56a0 docs: design payment detail transfer cards as white amount-first layout 
Capture approved option A demo and implementation outline for schedule/transfer hierarchy in payment detail.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 15:17:21 +08:00
zlwuandCursor f045841f1a fix(mobile-oa-h5): drop duplicate pay-mode tag on protocol detail payment cards 
Sample payment cards already show 缴费模式 in the field list; remove the redundant status tag beside the sample code title.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 15:11:02 +08:00
zlwuandCursor 82b8a9c1b2 fix(mobile-oa-h5): slim payment list card fields to a two-column grid 
Drop protocol number, storage years, and discount amount; remove wide spans so summary fields sit two per row.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 15:08:49 +08:00
zlwuandCursor 6eafec3fa9 test(mobile-oa-h5): align payment Excel-column parity with periodBlocks 
Assert installment amount labels on the list card and periodBlocks/footerFields in the presenter.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 15:03:29 +08:00
zlwuandCursor 321dd3ca43 feat(mobile-oa-h5): collapse payment installment rows on list cards 
Render periodBlocks as independent expandable summary rows with footer totals after the period section.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 14:41:34 +08:00
zlwuandCursor 4e586e905b feat(mobile-oa-h5): present payment periods as collapsible periodBlocks 
Stop flattening six installment field groups into list cards; emit periodBlocks and footerFields instead.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 14:40:00 +08:00
zlwuandCursor bbc24b7c73 docs: add implementation plan for payment card period collapse 
Break down presenter periodBlocks, MarketListCard UI, CSS, and TDD steps.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 14:26:45 +08:00
zlwuandCursor 42dde4b0bc docs: design payment list card period collapse for mobile market H5 
Spec and interactive demo for collapsing payment installments on list cards (summary row + expand details).

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 14:24:12 +08:00
zlwu 3950b5c334 提交 2026-10-14 12:32:03 +08:00
zlwuandCursor a2125374a8 fix(mobile-oa-h5): limit presign detail bottom bar to edit convert delete 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 12:13:23 +08:00
zlwuandCursor 6e190665c0 test(mobile-oa-h5): expect presign detail actions to be order-level only 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 12:12:59 +08:00
zlwuandCursor f040f579d1 docs: design presign detail bottom bar with order-level actions only 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 12:09:18 +08:00
zlwuandCursor e16afdee95 feat(web-admin): auto-submit paid earnest transfers after saving presign order 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 12:04:22 +08:00
zlwuandCursor e56d8d7f51 feat(web-admin): add presign save auto-submit helpers and silent finance submit option 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 12:02:24 +08:00
zlwuandCursor 0398cb3897 feat(mobile-oa-h5): auto-submit paid earnest transfers after presign save 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 12:00:48 +08:00
zlwuandCursor ee95036666 feat(mobile-oa-h5): add helpers to auto-submit dfj presign transfers on save 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 11:58:11 +08:00
zlwuandCursor b217ffcdca docs: design presign save auto-submit finance confirmation 
Document frontend orchestration so saving a presign order submits all dfj earnest transfers on web and mobile.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 11:51:11 +08:00
zlwuandCursor e4ec917a03 style(mobile-oa-h5): JD-style left status dropdown on presign list 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 10:55:55 +08:00
zlwuandCursor 63f1d7c2f9 fix(mobile-oa-h5): remove reset button from presign list filters 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 10:53:33 +08:00
zlwuandCursor c767373a8f test(mobile-oa-h5): expect JD-style presign status filter without reset 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 10:51:17 +08:00
zlwuandCursor 8dd816ee1d docs: plan JD-style status filter for mobile presign list 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 10:49:47 +08:00
zlwuandCursor 1c53bcd226 docs: design JD-style status filter for mobile presign list 
Remove the redundant reset button and adopt a left-aligned lightweight dropdown under the search bar.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-14 10:49:03 +08:00
zlwu f5c514c520 docs: plan complete mobile market parity implementation 2026-10-13 19:41:55 +08:00
zlwu f5daab0d44 docs: define complete mobile market parity scope and boundaries 2026-10-13 19:37:15 +08:00
zlwuandCursor a7b8560f5f feat(mobile-oa-h5): integrate sample payment panel into protocol form 
Validate and persist samplePayments on cell_storage protocol save.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 15:30:22 +08:00
zlwuandCursor 3354e66d82 feat(mobile-oa-h5): add ProtocolSamplePaymentPanel for mobile protocol forms 
Mobile card UI for per-sample pay modes, schedules, and autofill rules.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 15:30:22 +08:00
zlwuandCursor 20a8bf538a feat(mobile-oa-h5): wire samplePayments into protocol payload and detail 
Drop read-only payment stubs; detail shows per-sample payment cards.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 15:30:22 +08:00
zlwuandCursor 66e1c8334c feat(mobile-oa-h5): port protocol sample payment helpers 
Share web-aligned installment autofill and mode-switch helpers for
mobile protocol forms.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 15:28:39 +08:00
zlwuandCursor be22c37196 feat(backend): persist and return samplePayments for market protocols 
Mobile protocol create/update saves v2 per-sample payments; detail
includes samplePayments for edit hydration.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 15:23:24 +08:00
zlwuandCursor 9c61f36db8 feat(backend): accept samplePayments on market protocol body 
Whitelist per-sample payment payload for mobile protocol create/update.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 15:21:07 +08:00
zlwu cc843535f5 提交 2026-10-13 15:18:01 +08:00
zlwuandCursor d08f03ab03 docs: add mobile protocol payment parity P1 implementation plan 
Six TDD tasks covering backend samplePayments, shared helpers, and
mobile ProtocolSamplePaymentPanel integration.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 15:16:32 +08:00
zlwuandCursor 6d56572f8b docs: add mobile protocol payment parity P1 design 
Phased plan to align mini-program protocol payment editing with
web SamplePaymentPanel while keeping admin actions closed.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 15:13:04 +08:00
zlwuandCursor 618d8fe21c feat(web-admin): wire fq last-period and dj deadline autofill in SamplePaymentPanel 
Auto-recalculate the final installment due amount when earlier periods
change (with manual override), and sync lump-sum deadline to due date.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:53:11 +08:00
zlwuandCursor 6ec4ec6730 feat(web-admin): sync lump-sum deadline to last due date 
Add applyLumpSumDeadlineToLastDueDate for dj payment schedules,
skipping locked or void rows.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:50:41 +08:00
zlwuandCursor 5fd5550e0d feat(web-admin): add last-period due amount calc helpers 
Pure functions for fq auto-fill of the final installment amount
with override/lock gates, covered by unit tests.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:48:43 +08:00
zlwuandCursor 13ac45d10d docs: add protocol payment last-period autofill implementation plan 
Bite-sized TDD tasks for SamplePaymentPanel fq/dj autofill helpers.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:44:51 +08:00
zlwuandCursor 0efcd6a6e5 docs: add protocol payment last-period autofill design 
Document confirmed rules for fq last-period due amount auto-fill
and dj lump-sum deadline to due date sync in SamplePaymentPanel.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 14:43:07 +08:00
zlwuandCursor 08150167a8 docs: mark research donation list excel parity design as implemented 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 13:17:20 +08:00
zlwuandCursor 6c66eb164e chore: update backend graphify after monthly verify no 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 13:14:25 +08:00
zlwuandCursor 99e71096ac feat(mobile-oa-h5): align research donation protocol card with excel fields 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 13:14:09 +08:00
zlwuandCursor 0ab0774e8a feat(web-admin): align research donation audit list with excel columns 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 13:14:09 +08:00
zlwuandCursor aa231ea5f8 feat(web-admin): flatten research donation excel-parity list fields 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 13:14:09 +08:00
zlwuandCursor bee2c0d193 feat(backend): persist monthly verify no and expose research list fields 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 13:14:09 +08:00
zlwuandCursor 60efc5d5d3 feat(backend): allocate research donation monthly verify numbers 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 13:11:25 +08:00
zlwuandCursor e0ef78925a feat(db): add research donation monthly_verify_no column 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 12:05:54 +08:00
zlwuandCursor 56f379dd0c docs: add research donation list Excel parity implementation plan 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 12:05:10 +08:00
zlwuandCursor c22c9467f5 docs: add research donation list Excel parity design 
Capture confirmed field mapping, monthly verify number rules, and Web/mini list scope before implementation.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 12:03:04 +08:00
zlwuandCursor 22a6e1f4e4 docs: add customer-service management design and plan; note mobile follow-up. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 11:04:45 +08:00
zlwuandCursor efbf8f6ac9 feat: switch protocol view cert/insurance handle panels to sample level. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 11:04:25 +08:00
zlwuandCursor 8cebb8e0b8 feat(web-admin): customer-service toolbar and Excel-aligned wide list columns. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 11:02:11 +08:00
zlwuandCursor 1c225ec89d feat(web-admin): expand sample quick-register dialog for customer-service kinds. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:59:39 +08:00
zlwuandCursor ad18204eb9 feat: rename sample-info menu label and extend quick-register client API. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:58:23 +08:00
zlwuandCursor 9c264d7942 feat(backend): enrich cell-storage sample list with customer-service wide columns. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:57:55 +08:00
zlwuandCursor aeadaa9919 feat(backend): extend sample-info quick-register for sms/followup/fulfillment/all. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:56:41 +08:00
zlwuandCursor 50400ad19c feat(backend): write storage cert and insurance at sample level in quick-register. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:52:45 +08:00
zlwuandCursor edabf70287 feat(backend): upsert sample customer-service fields with empty-skip merge. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:50:36 +08:00
zlwuandCursor d676bfadd7 feat(backend): add customer-service dict list and ensure-on-write helpers. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:47:11 +08:00
zlwuandCursor eee70e417c feat(backend): add models for customer-service and sample-level cert/insurance. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:45:54 +08:00
zlwuandCursor da35921f58 docs(sql): add sample-level storage cert and insurance with migrate-from-protocol. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:43:36 +08:00
zlwuandCursor 8618141c2f docs(sql): add customer-service tables and rename sample-info menu. 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-13 10:42:34 +08:00
zlwuandCursor af992b5680 fix: drop 付款确认中 from sample payment progressStatus 
Sample-level 缴费进度 is now only 待缴费 / 部分已缴 / 已缴清.
Transfer jfqrz still blocks canConfirm but no longer surfaces as progress.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 18:26:36 +08:00
zlwuandCursor cc0b217c89 feat(mobile-oa-h5): align transfer payStatus labels with 付款 wording 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-10-12 18:10:14 +08:00