fix(backend): 协议列表从 V2 样本缴费补齐已收金额

自存表导出依赖 paymentSummary.receivedAmount，原先仅汇总 V1 biz_protocol_payment；现对 include_sample_payment_modes 路径补齐合同额、已收、分期明细与退费，避免已缴/退款列为空。 Co-authored-by: Cursor <cursoragent@cursor.com>
fix(web-admin): 批量调整归属按钮文案更明确
2026-11-11 14:15:02 +08:00 · 2026-11-11 12:07:04 +08:00 · 2026-11-11 12:02:30 +08:00 · 2026-11-11 10:38:20 +08:00 · 2026-11-11 02:23:12 +00:00 · 2026-11-11 10:20:59 +08:00
28 changed files with 1471 additions and 65 deletions
@@ -19,7 +19,7 @@ description: Use when starting a project, designing or prototyping project UI, i
 | 任务 | 读取 |
 | --- | --- |
 | 工单领取、并行会话、流程标签、转交、共享环境或合并排队 | [工单占用与隔离](references/issue-claims.md) |
-| 发送确认问题、请求用户操作、补发缺推荐或缺超时说明的旧题 | 先按[问题展示](references/planning.md#问题展示)在当前回复写出「待你确认」，完成[发问前检查](references/planning.md#发问前检查)后，再按[本地确认语音](references/question-notification.md)提醒 |
+| 发送确认问题、请求用户操作、补发缺推荐或缺超时说明的旧题 | 先按[问题展示](references/planning.md#问题展示)与 Cursor 宿主节在当前回复写出「待你确认」，完成[发问前检查](references/planning.md#发问前检查)后，再按[本地确认语音](references/question-notification.md)提醒；Cursor 下 `notify-question` 须为本轮最后一次工具且发问后停手 |
 | 关闭/恢复声音提醒 | [本地确认语音](references/question-notification.md) |
 | 空白工程、大需求、技术栈或架构变化 | [建设与规格](references/planning.md) |
 | 拉取工单、理解评论和截图、续接工单或交付前核对补充 | [工单全文、评论与图片](references/issue-context.md) |
@@ -43,6 +43,14 @@

 必须等待的题，最后一行写「未回复时：本题保持等待。」宿主问题卡片可以同时使用，卡片内容与这份清单一致。回复正文里没有「待你确认」时，不播放提示音，也不开始 60 秒计时。

+### Cursor / 工具先于正文的宿主
+
+Cursor Agent 等同轮「先跑工具、再出最终回复」的宿主上：
+
+1. 需要播音时，`notify-question` 只能作为本轮**最后一次**工具调用；最终可见回复必须以「待你确认」开头写全清单，本轮随后不得再编辑代码、开浏览器或继续依赖答复的实现。
+2. 承认提示音可能早于正文渲染数秒；用清单内一句「请在本会话回复；Queued 不是确认入口」消除错位。提示音整机可听，不保证当前聚焦会话就是发问会话。
+3. 工程若提供宿主适配说明（如 `docs/agents/cursor-question-visibility.md`），发问前按该说明执行；与本节冲突时以「用户必须看见清单」为准。
+
 ## 发问前检查

 每次发送确认问题（含调用宿主提问工具）前，逐题完成以下检查；缺项先改题，再按[问题展示](#问题展示)写入当前回复。这里是 Agent 的执行步骤，尚无自动拦截宿主问题卡片的校验器。
@@ -6,7 +6,8 @@

 1. 先核对用户/工程的静音选择。当前回复已经写上「待你确认」清单后，记录该批问题的发送时间、推荐及范围，再播放。回复里还没有这份清单时不播放，也不把这一轮当作已经发问。
 2. 每批问题只播放一次，多题合并发送共用一次提醒。将“已尝试提醒/结果”记在现有任务记录；同一批等待、轮询、重试和会话恢复不重复播放。真正重新提出的新问题或用户要求再提醒时才播放下一次。
-3. 执行以下已安装入口。它只读取随包预生成的本地 WAV，并调用播放器；不联网、不调用语音生成服务、不在提问时临时生成语音。命令最多等待播放器 12 秒，不另开后台常驻进程。
+3. **Cursor 等「工具先于最终正文」的宿主**：不得在仍要继续工具批处理时播放。需要播放时，将 `notify-question` 放在本轮最后一次工具调用，并保证同轮最终正文以「待你确认」清单为主体且本轮停手。提示音在整机播放、不绑定聊天标签；Queued/Multitasking 队列不是确认入口。工程适配见 `docs/agents/cursor-question-visibility.md`（若存在）。
+4. 执行以下已安装入口。它只读取随包预生成的本地 WAV，并调用播放器；不联网、不调用语音生成服务、不在提问时临时生成语音。命令最多等待播放器 12 秒，不另开后台常驻进程。

 ```sh
 python3 .agents/skills/personal-dev/scripts/pda.py notify-question --project .
@@ -1,8 +1,14 @@
 ---
-description: 个人开发体系的工程任务入口
+description: 个人开发体系的工程任务入口（含 Cursor 确认可见性）
 alwaysApply: true
 ---

-工程建设、界面设计或原型、需求开发、Bug 修复、验收反馈或提交/push/合并续聊时，先读根 AGENTS.md，再读取工程根目录的 .agents/skills/personal-dev/SKILL.md 进行任务分级。仅咨询概念时直接回答。业务约束仍按目标目录的 AGENTS.md 查阅。
+工程建设、界面设计或原型、需求开发、Bug 修复、验收反馈或提交/push/合并续聊时，先读根 `AGENTS.md`，再读取工程根目录的 `.agents/skills/personal-dev/SKILL.md` 进行任务分级。仅咨询概念时直接回答。业务约束仍按目标目录的 `AGENTS.md` 查阅。

-需要用户确认时，先在当前回复写出「待你确认」清单，再播放提示音。清单的写法以该 Skill 的问题展示规则为准。回复里没有这份清单时，不播放提示音。
+需要用户确认时：
+
+1. 先读 [Cursor 确认可见性](../../docs/agents/cursor-question-visibility.md)，再按 Skill 的问题展示规则发问。
+2. 本轮最终用户可见回复必须以「待你确认」清单为主体（含推荐与未回复处理）；写完清单前不播放提示音。
+3. 若播放提示音：`notify-question` 必须是本轮最后一次工具调用，且本轮随后不再继续编辑/浏览器/实现类工具。
+4. 清单中写明请在本会话回复；底部 Queued / Multitasking 不是确认入口。
+5. 回复正文没有「待你确认」时，不播放提示音。
@@ -576,12 +576,14 @@ def attach_presign_ledger_fields(
        }
    times_by_order: Dict[str, List[str]] = {}
    if order_ids:
+        # 与 confirmedDepositAmount 一致：仅已确认到账（yjf）计入刷卡时间
        transfers = (
            db.query(BizPresignTransfer)
            .filter(
                BizPresignTransfer.presign_order_id.in_(order_ids),
                BizPresignTransfer.tenant_no == tenant_no,
                BizPresignTransfer.del_flag == 0,
+                BizPresignTransfer.pay_status == "yjf",
            )
            .order_by(
                BizPresignTransfer.transfer_time.asc(),
@@ -94,7 +94,7 @@ def apply_planned_start_time_step_filter(
    planned_start_time_end: Optional[str] = None,
    mine_user_id: Optional[str] = None,
 ):
-    """按活跃工单/任务下未完成工艺步骤的计划开始时间过滤。"""
+    """按工艺步骤计划开始时间过滤；工单/任务/步骤状态由外层检索条件组合控制。"""
    start = (planned_start_time_start or "").strip()
    end = (planned_start_time_end or "").strip()
    if not start and not end:
@@ -104,15 +104,9 @@ def apply_planned_start_time_step_filter(
        BizProductionTaskStep.del_flag == 0,
        BizProductionTaskStep.tenant_no == tenant_no,
        BizProductionTaskStep.planned_start_time.isnot(None),
-        BizProductionTaskStep.step_status != "ywc",
        BizProductionTask.id == BizProductionTaskStep.task_id,
        BizProductionTask.del_flag == 0,
        BizProductionTask.tenant_no == tenant_no,
-        BizProductionTask.task_status.in_(("dpz", "jxz")),
-        BizProductionWorkOrder.id == BizProductionTask.work_order_id,
-        BizProductionWorkOrder.del_flag == 0,
-        BizProductionWorkOrder.tenant_no == tenant_no,
-        BizProductionWorkOrder.work_order_status.in_(("dpz", "jxz")),
        work_order_id_column == BizProductionTask.work_order_id,
    ]
    if start:
@@ -14,6 +14,7 @@ from app.models.models import (
    BizProtocolPaymentDetail,
    BizProtocolPaymentSchedule,
    BizProtocolPaymentTransfer,
+    BizProtocolRefundRecord,
    BizProtocolSamplePayment,
 )

@@ -229,6 +230,197 @@ def _first_period_first_transfer_times(
    return {pid: _fmt_dt(t) for pid, t in earliest.items() if _fmt_dt(t)}


+def _received_amount_from_transfers(transfers: List[BizProtocolPaymentTransfer]) -> float:
+    total = Decimal("0")
+    for t in transfers:
+        st = (t.pay_status or "").strip()
+        if st in ("yjf", "jfqrz"):
+            total += t.transfer_amount or Decimal("0")
+    return float(total)
+
+
+def _v2_schedule_detail_rows(
+    schedules: List[BizProtocolPaymentSchedule],
+    transfers: List[BizProtocolPaymentTransfer],
+    pay_mode: str,
+) -> List[Dict[str, Any]]:
+    by_schedule: Dict[str, List[BizProtocolPaymentTransfer]] = {}
+    for t in transfers:
+        sid = (t.schedule_id or "").strip()
+        if sid:
+            by_schedule.setdefault(sid, []).append(t)
+    active = [
+        s
+        for s in schedules
+        if (s.schedule_status or "").strip() != "void"
+    ]
+    active.sort(
+        key=lambda s: (
+            s.schedule_no if s.schedule_no is not None else 10_000,
+            s.order_num if s.order_num is not None else 0,
+            s.create_time or datetime.min,
+        )
+    )
+    rows: List[Dict[str, Any]] = []
+    for idx, sch in enumerate(active):
+        sch_transfers = by_schedule.get(sch.id, [])
+        paid = [
+            t
+            for t in sch_transfers
+            if (t.pay_status or "").strip() in ("yjf", "jfqrz")
+        ]
+        paid_amount = _received_amount_from_transfers(paid) if paid else None
+        statuses = [(t.pay_status or "").strip() for t in sch_transfers if (t.pay_status or "").strip()]
+        if "jfqrz" in statuses:
+            st = "jfqrz"
+        elif "yjf" in statuses and paid:
+            st = "yjf"
+        elif statuses:
+            st = statuses[0]
+        else:
+            st = "dfj"
+        times = [t.transfer_time for t in paid if t.transfer_time is not None]
+        transfer_time = _fmt_dt(min(times)) if times else ""
+        inst_no = sch.schedule_no
+        if pay_mode in ("fq", "djfq") and inst_no is not None:
+            label = f"第{inst_no}期"
+        else:
+            label = f"缴费{idx + 1}"
+        rows.append(
+            {
+                "installmentNo": inst_no,
+                "installmentLabel": label,
+                "installmentDueDate": _fmt_ymd(sch.due_date),
+                "dueAmount": _dec(sch.due_amount),
+                "transferAmount": paid_amount,
+                "refundAmount": None,
+                "payStatus": st,
+                "payStatusLabel": _PAY_STATUS_LABELS.get(st, st or "—"),
+                "transferTime": transfer_time,
+            }
+        )
+    return rows
+
+
+def _load_v2_protocol_payment_amounts(
+    db: Session,
+    protocol_ids: List[str],
+    tenant_no: str,
+) -> Dict[str, Dict[str, Any]]:
+    """按协议汇总 V2 样本缴费合同额、已收、明细与退费（仅 list/export 摘要用）。"""
+    ids = [x.strip() for x in protocol_ids if (x or "").strip()]
+    if not ids:
+        return {}
+    samples = (
+        db.query(BizProtocolSamplePayment)
+        .filter(
+            BizProtocolSamplePayment.collection_protocol_id.in_(ids),
+            BizProtocolSamplePayment.tenant_no == tenant_no,
+            BizProtocolSamplePayment.del_flag == 0,
+        )
+        .all()
+    )
+    if not samples:
+        return {}
+    schedules = (
+        db.query(BizProtocolPaymentSchedule)
+        .filter(
+            BizProtocolPaymentSchedule.collection_protocol_id.in_(ids),
+            BizProtocolPaymentSchedule.tenant_no == tenant_no,
+            BizProtocolPaymentSchedule.del_flag == 0,
+        )
+        .all()
+    )
+    transfers = (
+        db.query(BizProtocolPaymentTransfer)
+        .filter(
+            BizProtocolPaymentTransfer.collection_protocol_id.in_(ids),
+            BizProtocolPaymentTransfer.tenant_no == tenant_no,
+            BizProtocolPaymentTransfer.del_flag == 0,
+        )
+        .all()
+    )
+    refunds = (
+        db.query(BizProtocolRefundRecord)
+        .filter(
+            BizProtocolRefundRecord.collection_protocol_id.in_(ids),
+            BizProtocolRefundRecord.tenant_no == tenant_no,
+            BizProtocolRefundRecord.del_flag == 0,
+        )
+        .all()
+    )
+    samples_by: Dict[str, List[BizProtocolSamplePayment]] = {}
+    for sp in samples:
+        samples_by.setdefault(sp.collection_protocol_id, []).append(sp)
+    schedules_by: Dict[str, List[BizProtocolPaymentSchedule]] = {}
+    for s in schedules:
+        schedules_by.setdefault(s.collection_protocol_id, []).append(s)
+    transfers_by: Dict[str, List[BizProtocolPaymentTransfer]] = {}
+    for t in transfers:
+        transfers_by.setdefault(t.collection_protocol_id, []).append(t)
+    refund_by: Dict[str, float] = {}
+    refund_seen: Dict[str, bool] = {}
+    for r in refunds:
+        amt = _dec(r.refund_amount)
+        if amt is None:
+            continue
+        refund_seen[r.collection_protocol_id] = True
+        refund_by[r.collection_protocol_id] = refund_by.get(r.collection_protocol_id, 0.0) + float(amt)
+
+    out: Dict[str, Dict[str, Any]] = {}
+    for pid, sp_list in samples_by.items():
+        modes = {(sp.pay_mode or "").strip() for sp in sp_list if (sp.pay_mode or "").strip()}
+        ordered_modes = sorted(
+            modes,
+            key=lambda mode: ({"dj": 0, "fq": 1, "djfq": 2, "fgd": 3}.get(mode, 99), mode),
+        )
+        if modes == {"dj", "fq"}:
+            pay_mode = "djfq"
+        else:
+            pay_mode = "+".join(ordered_modes) if ordered_modes else ""
+        contract_total = Decimal("0")
+        has_contract = False
+        for sp in sp_list:
+            if sp.contract_amount is not None:
+                has_contract = True
+                contract_total += sp.contract_amount or Decimal("0")
+        contract = float(contract_total) if has_contract else None
+        proto_transfers = transfers_by.get(pid, [])
+        received = _received_amount_from_transfers(proto_transfers)
+        pending = max(contract - received, 0) if contract is not None else None
+        detail_rows = _v2_schedule_detail_rows(
+            schedules_by.get(pid, []),
+            proto_transfers,
+            pay_mode,
+        )
+        statuses = [(t.pay_status or "").strip() for t in proto_transfers]
+        overall = _protocol_overall_status(statuses, contract, pending)
+        hint = _protocol_status_hint(pay_mode, statuses) or overall["overallPayStatusLabel"]
+        installment_count = None
+        if pay_mode in ("fq", "djfq"):
+            installment_count = len(
+                {
+                    d.get("installmentNo")
+                    for d in detail_rows
+                    if d.get("installmentNo") is not None
+                }
+            ) or len(detail_rows)
+        payload: Dict[str, Any] = {
+            "payMode": pay_mode,
+            "contractAmount": contract,
+            "receivedAmount": received,
+            "pendingAmount": pending,
+            "statusHint": hint,
+            "installmentCount": installment_count,
+            "paymentDetails": detail_rows,
+            **overall,
+        }
+        if refund_seen.get(pid):
+            payload["refundAmount"] = refund_by.get(pid, 0.0)
+        out[pid] = payload
+    return out
+
+
 def build_protocol_payment_summaries(
    db: Session,
    protocol_ids: List[str],
@@ -263,6 +455,7 @@ def build_protocol_payment_summaries(
        ):
            details_by_payment.setdefault(d.payment_id, []).append(d)
    sample_modes: Dict[str, set] = {}
+    v2_amounts: Dict[str, Dict[str, Any]] = {}
    if include_sample_payment_modes:
        for pid, mode in db.query(
            BizProtocolSamplePayment.collection_protocol_id,
@@ -274,6 +467,7 @@ def build_protocol_payment_summaries(
        ).all():
            if mode:
                sample_modes.setdefault(pid, set()).add(mode)
+        v2_amounts = _load_v2_protocol_payment_amounts(db, ids, tenant_no)
    first_pay_map = _first_period_first_transfer_times(db, ids, tenant_no)
    out: Dict[str, Dict[str, Any]] = {}
    for pid in ids:
@@ -285,7 +479,8 @@ def build_protocol_payment_summaries(
        )
        first_pay = first_pay_map.get(pid) or ""
        modes = sample_modes.get(pid, set())
-        if not summary and not first_pay and not modes:
+        v2 = v2_amounts.get(pid)
+        if not summary and not first_pay and not modes and not v2:
            continue
        if not summary:
            summary = {
@@ -294,6 +489,7 @@ def build_protocol_payment_summaries(
                "contractAmount": None,
                "receivedAmount": None,
                "pendingAmount": None,
+                "refundAmount": None,
                "statusHint": "",
                "installmentCount": None,
                "paymentDetails": [],
@@ -309,6 +505,27 @@ def build_protocol_payment_summaries(
            labels = {**_PAY_MODE_LABELS, "fgd": "分改趸"}
            summary["payMode"] = "djfq" if modes == {"dj", "fq"} else "+".join(ordered_modes)
            summary["payModeLabel"] = "+".join(labels.get(mode, mode) for mode in ordered_modes)
+        # V1 摘要缺已收金额时，用 V2 样本缴费补齐（自存表导出 / 协议列表依赖）。
+        if v2 and summary.get("receivedAmount") is None:
+            if summary.get("contractAmount") is None:
+                summary["contractAmount"] = v2.get("contractAmount")
+            summary["receivedAmount"] = v2.get("receivedAmount")
+            if summary.get("pendingAmount") is None:
+                summary["pendingAmount"] = v2.get("pendingAmount")
+            if not summary.get("paymentDetails"):
+                summary["paymentDetails"] = v2.get("paymentDetails") or []
+            if summary.get("installmentCount") is None:
+                summary["installmentCount"] = v2.get("installmentCount")
+            if summary.get("refundAmount") is None and "refundAmount" in v2:
+                summary["refundAmount"] = v2.get("refundAmount")
+            for key in (
+                "statusHint",
+                "overallPayStatus",
+                "overallPayStatusLabel",
+                "overallPayStatusTagType",
+            ):
+                if not summary.get(key) and v2.get(key):
+                    summary[key] = v2.get(key)
        if first_pay:
            summary["firstPayTransferTime"] = first_pay
        out[pid] = summary
@@ -2564,10 +2564,13 @@ def test_web_presign_list_includes_ledger_fields():
    order.mother_name = '陈影'
    transfer = _transfer('ledger-transfer', order_id='ledger-1', pay_status='yjf')
    transfer.transfer_time = datetime(2026, 4, 2, 16, 49, 42)
+    pending = _transfer('ledger-pending', order_id='ledger-1', pay_status='dfj')
+    pending.transfer_time = datetime(2026, 4, 1, 10, 0, 0)
    db.add_all(
        [
            order,
            transfer,
+            pending,
            BizPresignOrderSampleType(
                id='ledger-type',
                presign_order_id='ledger-1',
@@ -0,0 +1,42 @@
+"""计划开始时间筛选：不内置工单/任务/步骤状态限制，交给外层组合条件。"""
+
+from sqlalchemy import create_engine
+from sqlalchemy.dialects import mysql
+from sqlalchemy.orm import sessionmaker
+
+from app.crud.production_work_order import apply_planned_start_time_step_filter
+from app.models.models import BizProductionWorkOrder
+
+
+def _compile_planned_start_sql() -> str:
+    eng = create_engine("sqlite://")
+    SessionLocal = sessionmaker(bind=eng)
+    db = SessionLocal()
+    try:
+        q = db.query(BizProductionWorkOrder).filter(BizProductionWorkOrder.del_flag == 0)
+        filtered = apply_planned_start_time_step_filter(
+            q,
+            tenant_no="zkxw",
+            work_order_id_column=BizProductionWorkOrder.id,
+            planned_start_time_start="2026-10-01",
+            planned_start_time_end="2026-12-31",
+        )
+        return str(
+            filtered.statement.compile(
+                dialect=mysql.dialect(), compile_kwargs={"literal_binds": True}
+            )
+        )
+    finally:
+        db.close()
+
+
+def test_planned_start_filter_keeps_date_bounds_without_status_hardcodes():
+    sql = _compile_planned_start_sql().lower()
+    assert "planned_start_time" in sql
+    assert "2026-10-01 00:00:00" in sql
+    assert "2026-12-31 23:59:59" in sql
+    # 不再在 EXISTS 内强制待配置/进行中或未完成步骤
+    assert "work_order_status in (" not in sql
+    assert "task_status in (" not in sql
+    assert "step_status !=" not in sql
+    assert "step_status <>" not in sql
@@ -1,10 +1,18 @@
 """协议列表可显式读取 V2 样本方案，其他费用摘要消费者保持原行为。"""
+from datetime import datetime
+from decimal import Decimal
+
 import pytest
 from sqlalchemy import create_engine
 from sqlalchemy.orm import sessionmaker

 from app.models.base import Base
-from app.models.models import BizProtocolSamplePayment
+from app.models.models import (
+    BizProtocolPaymentSchedule,
+    BizProtocolPaymentTransfer,
+    BizProtocolRefundRecord,
+    BizProtocolSamplePayment,
+)
 from app.services.qc_work_order_fee_summary import build_protocol_payment_summaries


@@ -31,3 +39,180 @@ def test_protocol_list_uses_active_tenant_v2_payment_modes(modes, expected, labe
        assert result['p1']['payModeLabel'] == label
        assert build_protocol_payment_summaries(db, ['p1'], 'tenant-a') == {}
    engine.dispose()
+
+
+def test_protocol_list_fills_received_from_v2_sample_transfers():
+    engine = create_engine('sqlite:///:memory:')
+    Base.metadata.create_all(engine)
+    with sessionmaker(bind=engine)() as db:
+        db.add_all(
+            [
+                BizProtocolSamplePayment(
+                    id='sp-dj',
+                    collection_protocol_id='p-v2',
+                    sample_code='S1',
+                    pay_mode='dj',
+                    contract_amount=Decimal('12800'),
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolSamplePayment(
+                    id='sp-fq',
+                    collection_protocol_id='p-v2',
+                    sample_code='S2',
+                    pay_mode='fq',
+                    contract_amount=Decimal('22880'),
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolPaymentSchedule(
+                    id='sch-dj-1',
+                    sample_payment_id='sp-dj',
+                    collection_protocol_id='p-v2',
+                    sample_code='S1',
+                    schedule_no=1,
+                    due_amount=Decimal('12800'),
+                    due_date='20260915',
+                    schedule_status='cleared',
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolPaymentSchedule(
+                    id='sch-fq-1',
+                    sample_payment_id='sp-fq',
+                    collection_protocol_id='p-v2',
+                    sample_code='S2',
+                    schedule_no=1,
+                    due_amount=Decimal('6480'),
+                    due_date='20260915',
+                    schedule_status='cleared',
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolPaymentSchedule(
+                    id='sch-fq-2',
+                    sample_payment_id='sp-fq',
+                    collection_protocol_id='p-v2',
+                    sample_code='S2',
+                    schedule_no=2,
+                    due_amount=Decimal('16400'),
+                    due_date='20261015',
+                    schedule_status='open',
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolPaymentTransfer(
+                    id='tr-dj',
+                    schedule_id='sch-dj-1',
+                    sample_payment_id='sp-dj',
+                    collection_protocol_id='p-v2',
+                    sample_code='S1',
+                    transfer_amount=Decimal('12800'),
+                    transfer_time=datetime(2026, 9, 15, 12, 0, 0),
+                    pay_status='yjf',
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolPaymentTransfer(
+                    id='tr-fq',
+                    schedule_id='sch-fq-1',
+                    sample_payment_id='sp-fq',
+                    collection_protocol_id='p-v2',
+                    sample_code='S2',
+                    transfer_amount=Decimal('6480'),
+                    transfer_time=datetime(2026, 9, 15, 11, 13, 1),
+                    pay_status='yjf',
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolPaymentTransfer(
+                    id='tr-pending',
+                    schedule_id='sch-fq-2',
+                    sample_payment_id='sp-fq',
+                    collection_protocol_id='p-v2',
+                    sample_code='S2',
+                    transfer_amount=None,
+                    transfer_time=None,
+                    pay_status='dfj',
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+            ]
+        )
+        db.commit()
+        result = build_protocol_payment_summaries(
+            db, ['p-v2'], 'tenant-a', include_sample_payment_modes=True
+        )
+        summary = result['p-v2']
+        assert summary['payMode'] == 'djfq'
+        assert summary['contractAmount'] == 35680.0
+        assert summary['receivedAmount'] == 19280.0
+        assert summary['pendingAmount'] == 16400.0
+        details = summary['paymentDetails']
+        assert len(details) == 3
+        first = [d for d in details if d['installmentNo'] == 1]
+        assert sum(float(d['dueAmount'] or 0) for d in first) == 19280.0
+        assert sum(float(d['transferAmount'] or 0) for d in first) == 19280.0
+        # 未开启 include 时不补齐 V2 已收（质检费用摘要保持原语义）
+        plain = build_protocol_payment_summaries(db, ['p-v2'], 'tenant-a')
+        assert plain['p-v2'].get('receivedAmount') is None
+        assert plain['p-v2'].get('paymentDetails') == []
+    engine.dispose()
+
+
+def test_protocol_list_fills_refund_amount_from_v2_refund_records():
+    engine = create_engine('sqlite:///:memory:')
+    Base.metadata.create_all(engine)
+    with sessionmaker(bind=engine)() as db:
+        db.add_all(
+            [
+                BizProtocolSamplePayment(
+                    id='sp-void',
+                    collection_protocol_id='p-void',
+                    sample_code='S9',
+                    pay_mode='dj',
+                    contract_amount=Decimal('5000'),
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolPaymentSchedule(
+                    id='sch-void',
+                    sample_payment_id='sp-void',
+                    collection_protocol_id='p-void',
+                    sample_code='S9',
+                    schedule_no=1,
+                    due_amount=Decimal('5000'),
+                    due_date='20260918',
+                    schedule_status='cleared',
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolPaymentTransfer(
+                    id='tr-void',
+                    schedule_id='sch-void',
+                    sample_payment_id='sp-void',
+                    collection_protocol_id='p-void',
+                    sample_code='S9',
+                    transfer_amount=Decimal('5000'),
+                    transfer_time=datetime(2026, 9, 18, 14, 55, 4),
+                    pay_status='yjf',
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+                BizProtocolRefundRecord(
+                    id='rf-void',
+                    collection_protocol_id='p-void',
+                    refund_amount=Decimal('5000'),
+                    refund_time=datetime(2026, 9, 19, 10, 0, 0),
+                    tenant_no='tenant-a',
+                    del_flag=0,
+                ),
+            ]
+        )
+        db.commit()
+        summary = build_protocol_payment_summaries(
+            db, ['p-void'], 'tenant-a', include_sample_payment_modes=True
+        )['p-void']
+        assert summary['receivedAmount'] == 5000.0
+        assert summary['refundAmount'] == 5000.0
+    engine.dispose()
@@ -60,6 +60,13 @@ Agent 需要你做决定时，会在当前回复里直接写出「待你确认

 完整安装提供 `notify-question` 命令，由 Agent 在提问后调用，不是宿主自动弹窗钩子。当前支持用户 macOS 本机；其他系统或远程执行缺少本地播放条件时回退文字提醒，不代表你已听到。安装、更新、普通进度和结束答复不播放。细则见安装目录 `references/question-notification.md`。

+### 在 Cursor 里听到提示音却看不到题时
+
+- 提示音在整机播放，**不会自动跳到对应聊天**；请到正在跑 Agent 的会话里搜索「待你确认」。
+- 输入框上方的 **Queued / Start Multitasking** 是你排队的后续消息，**不是**确认清单。
+- Cursor 会先跑工具再刷出最终正文，声音可能比清单早响一两秒；清单应出现在该轮助手正文开头。多会话并行时，切换其他进行中会话再搜一次。
+- 工程内 Agent 适配约定见 [Cursor 确认可见性](cursor-question-visibility.md)。
+
 ## 日常开发怎么提需求

 | 场景 | 可以直接发送的示例 |
@@ -0,0 +1,33 @@
+# Cursor 宿主：确认问题可见性
+
+个人开发体系要求：先在用户可见回复写出「待你确认」，再播放本机提示音。Cursor Agent 的执行顺序与此不完全同构，本文件是工程内的 Cursor 适配约定；与安装目录 `references/planning.md`、`references/question-notification.md` 并用，冲突时以「用户必须先看见清单」为准。
+
+## Cursor 执行顺序
+
+1. 同轮内的**工具调用先执行**，最终助手正文后出现。
+2. `notify-question`（`afplay`）若作为工具调用，提示音可能比「待你确认」正文早数秒响起。
+3. 提示音在**整机**播放，不绑定当前聚焦的聊天标签；多会话并行时，声音来源会话可能不是眼前这个。
+4. 输入框上方的 **Queued / Start Multitasking** 是用户排队的后续消息，**不是** Agent 确认清单。
+
+## Agent 必须遵守
+
+发问当轮：
+
+1. **先写清单**：该轮最终用户可见回复必须以「待你确认」开头（或紧接一句定位后立刻出现该标题），按问题展示规则写全题、推荐、理由与未回复处理。
+2. **同轮停手**：写出清单并（如需）播放提示音后，本轮不得再调用编辑、浏览器、继续实现等工具；依赖答复的工作等下一轮。允许的独立只读工作若与本题无关，应在发问**之前**做完，或放到用户答复之后。
+3. **提示音时机**：需要播放时，`notify-question` 必须是本轮**最后一次**工具调用，且本轮最终正文就是确认清单。禁止在仍计划继续工具批处理时提前播放。
+4. **正文定位**：清单首段或标题下用一句说明「请在本会话回复；提示音不念题目，底部 Queued 不是确认入口。」
+5. **无清单不播放**：最终正文没有「待你确认」时，不得调用 `notify-question`。
+6. **原生卡片**：若当前 Cursor 会话提供宿主提问/确认卡片，可与清单并用，卡片内容须与「待你确认」一致；不得只用卡片、省略正文清单。
+
+## 用户侧核对
+
+听到「有问题待确认」时：
+
+1. 看**正在或刚结束工具步骤的那个聊天**（不必先看 Queued）。
+2. 在该会话搜索或上翻 **「待你确认」**；清单在工具时间线收折块之外的助手正文里。
+3. 若多聊天并行，切换到其他进行中会话再搜同一标题。
+
+## 静音与一分钟策略
+
+声音开关、一分钟默认选择仍按安装目录规则；本文件不改变其语义，只约束 Cursor 下的展示与播音顺序。
@@ -1,6 +1,10 @@
 -- Issue #24：协议单操作过程日志（before / action / after）
 -- MySQL 5.7；可重复执行（CREATE IF NOT EXISTS）。上线前须备份并在目标副本验证。
 -- DDL 隐式提交；该脚本不作为自动应用启动步骤。
+--
+-- 注意：若目标库已存在同名「采集协议单操作日志」旧表（含 collection_protocol_id /
+-- operation_code 等列），本脚本会因 IF NOT EXISTS 直接跳过，不会纠偏。
+-- 生产纠偏请改用：2026-11-09-protocol-operation-log-rebuild.sql

 CREATE TABLE IF NOT EXISTS biz_protocol_operation_log (
  id VARCHAR(64) NOT NULL,
@@ -0,0 +1,119 @@
+-- =============================================================================
+-- 协议操作日志：兼容生产旧表同名冲突，重建为 Issue #24 模型
+-- MySQL 5.7；可重复执行。上线前须备份，并在目标副本验证。
+--
+-- 背景：
+--   生产曾有「采集协议单操作日志」同名表（collection_protocol_id / operation_*），
+--   与当前代码（biz_type / before_json / after_json）不兼容。
+--   旧脚本 2026-11-05-protocol-operation-log.sql 使用 CREATE IF NOT EXISTS，
+--   遇到旧表会直接跳过，无法纠偏。本脚本用于生产纠偏与新环境兜底。
+--
+-- 行为：
+--   1) 已是新模型（有 biz_type）→ 跳过结构变更
+--   2) 旧模型且 0 行 → DROP 后按新模型 CREATE
+--   3) 旧模型且有数据 → RENAME 为 biz_protocol_operation_log_legacy_20261109 再 CREATE
+--   4) 表不存在 → 直接 CREATE
+-- =============================================================================
+
+SET @db := DATABASE();
+
+SET @table_exists := (
+  SELECT COUNT(*) FROM information_schema.tables
+  WHERE table_schema = @db AND table_name = 'biz_protocol_operation_log'
+);
+
+SET @has_legacy_col := (
+  SELECT COUNT(*) FROM information_schema.columns
+  WHERE table_schema = @db
+    AND table_name = 'biz_protocol_operation_log'
+    AND column_name = 'collection_protocol_id'
+);
+
+SET @has_new_col := (
+  SELECT COUNT(*) FROM information_schema.columns
+  WHERE table_schema = @db
+    AND table_name = 'biz_protocol_operation_log'
+    AND column_name = 'biz_type'
+);
+
+SET @is_legacy := IF(@table_exists > 0 AND @has_legacy_col > 0 AND @has_new_col = 0, 1, 0);
+
+SET @legacy_rows := 0;
+SET @cnt_sql := IF(
+  @is_legacy = 1,
+  'SET @legacy_rows = (SELECT COUNT(*) FROM `biz_protocol_operation_log`)',
+  'SET @legacy_rows = 0'
+);
+PREPARE pol_stmt FROM @cnt_sql;
+EXECUTE pol_stmt;
+DEALLOCATE PREPARE pol_stmt;
+
+-- 空旧表：直接删除
+SET @drop_sql := IF(
+  @is_legacy = 1 AND @legacy_rows = 0,
+  'DROP TABLE `biz_protocol_operation_log`',
+  'SELECT ''skip drop empty legacy biz_protocol_operation_log'' AS migration_status'
+);
+PREPARE pol_stmt FROM @drop_sql;
+EXECUTE pol_stmt;
+DEALLOCATE PREPARE pol_stmt;
+
+-- 有数据的旧表：改名保留，避免丢历史（当前生产为 0 行，通常不会走到这里）
+SET @legacy_backup_exists := (
+  SELECT COUNT(*) FROM information_schema.tables
+  WHERE table_schema = @db AND table_name = 'biz_protocol_operation_log_legacy_20261109'
+);
+SET @rename_sql := IF(
+  @is_legacy = 1 AND @legacy_rows > 0 AND @legacy_backup_exists = 0,
+  'RENAME TABLE `biz_protocol_operation_log` TO `biz_protocol_operation_log_legacy_20261109`',
+  IF(
+    @is_legacy = 1 AND @legacy_rows > 0 AND @legacy_backup_exists > 0,
+    'SELECT ''ERROR: legacy backup biz_protocol_operation_log_legacy_20261109 already exists; resolve manually'' AS migration_status',
+    'SELECT ''skip rename legacy biz_protocol_operation_log'' AS migration_status'
+  )
+);
+PREPARE pol_stmt FROM @rename_sql;
+EXECUTE pol_stmt;
+DEALLOCATE PREPARE pol_stmt;
+
+-- 新模型建表（纠偏后或全新环境）
+CREATE TABLE IF NOT EXISTS `biz_protocol_operation_log` (
+  `id` VARCHAR(64) NOT NULL COMMENT '主键ID',
+  `biz_type` VARCHAR(32) NOT NULL COMMENT '业务类型 cell_storage/research_donation',
+  `biz_id` VARCHAR(64) NOT NULL COMMENT '协议单或捐赠单ID',
+  `protocol_no` VARCHAR(64) NULL COMMENT '协议/捐赠编号快照',
+  `action` VARCHAR(32) NOT NULL COMMENT '动作 create/update/delete/void/activate/expire/to_research/to_storage/audit',
+  `client_channel` VARCHAR(16) NOT NULL DEFAULT 'web' COMMENT '来源端 web/mini',
+  `before_json` MEDIUMTEXT NULL COMMENT '操作前协议信息JSON',
+  `after_json` MEDIUMTEXT NULL COMMENT '操作后协议信息JSON',
+  `operator_user_id` VARCHAR(64) NULL COMMENT '操作人用户ID',
+  `operator_user_name` VARCHAR(64) NULL COMMENT '操作人姓名快照',
+  `operate_time` DATETIME NOT NULL COMMENT '业务操作时间',
+  `tenant_no` VARCHAR(64) NOT NULL COMMENT '租户编号',
+  `order_num` INT NULL COMMENT '排序号',
+  `remark` VARCHAR(512) NULL COMMENT '备注',
+  `create_by` VARCHAR(64) NULL COMMENT '创建人id',
+  `create_dept_id` VARCHAR(64) 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) 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 NOT NULL DEFAULT 0 COMMENT '删除标记',
+  PRIMARY KEY (`id`),
+  KEY `ix_pol_biz` (`tenant_no`, `biz_type`, `biz_id`, `del_flag`),
+  KEY `ix_pol_time` (`tenant_no`, `operate_time`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='协议单操作过程日志';
+
+-- 验收：新模型关键列应存在
+SELECT
+  COLUMN_NAME,
+  COLUMN_TYPE,
+  IS_NULLABLE,
+  COLUMN_COMMENT
+FROM information_schema.columns
+WHERE table_schema = DATABASE()
+  AND table_name = 'biz_protocol_operation_log'
+  AND COLUMN_NAME IN (
+    'biz_type', 'biz_id', 'action', 'before_json', 'after_json',
+    'client_channel', 'operate_time', 'collection_protocol_id', 'operation_code'
+  )
+ORDER BY ORDINAL_POSITION;
@@ -49,11 +49,11 @@
    /* 快应用特有相关 */
    "quickapp" : {},
    /* 小程序特有相关 */
-    /* 当前：生产 AppID；切测试时把 appid 改为下方测试值 */
+    /* 当前：测试 AppID；切生产时把 appid 改为下方生产值 */
    /* 生产 AppID：wx2b139581f4c855e4 */
    /* 测试 AppID：wxa261ad85f2c99b26 */
    "mp-weixin" : {
-        "appid" : "wx2b139581f4c855e4",
+        "appid" : "wxa261ad85f2c99b26",
        "setting" : {
            "urlCheck" : false,
            "es6" : true
@@ -95,6 +95,14 @@
        "navigationBarTextStyle": "black"
      }
    },
+    {
+      "path": "pages/oa/file-preview/index",
+      "style": {
+        "navigationBarTitleText": "附件预览",
+        "navigationBarBackgroundColor": "#ecfdf5",
+        "navigationBarTextStyle": "black"
+      }
+    },
    {
      "path": "pages/market/webview/index",
      "style": {
@@ -0,0 +1,196 @@
+<template>
+  <view class="file-preview">
+    <view class="file-preview__tip">{{ tip }}</view>
+  </view>
+</template>
+
+<script>
+import { API_BASE_URL, MINIO_BASE_URL } from '../../../utils/config.js'
+import { getToken } from '../../../utils/auth.js'
+import {
+  buildDirectMinioUrl,
+  pdfPreviewLog,
+  toAbsoluteDownloadUrl
+} from '../../../utils/oa-pdf-preview-query.js'
+import { parseFilePreviewQuery } from '../../../utils/oa-file-preview.js'
+
+function absolutize(url) {
+  const abs = toAbsoluteDownloadUrl(url, {
+    apiBaseUrl: API_BASE_URL,
+    minioBaseUrl: MINIO_BASE_URL
+  })
+  if (String(url || '').trim() && abs && abs !== url) {
+    pdfPreviewLog('file-preview absolutize', {
+      from: String(url).slice(0, 120),
+      to: abs.slice(0, 160)
+    })
+  }
+  return abs
+}
+
+function directMinio(fileUrl) {
+  return buildDirectMinioUrl(fileUrl, {
+    apiBaseUrl: API_BASE_URL,
+    minioBaseUrl: MINIO_BASE_URL
+  })
+}
+
+export default {
+  data() {
+    return {
+      tip: '正在打开附件…',
+      _opened: false
+    }
+  },
+  onLoad(query) {
+    pdfPreviewLog('file-preview onLoad raw query', query)
+    this.openFromQuery(query || {})
+  },
+  methods: {
+    async openFromQuery(query) {
+      const parsed = parseFilePreviewQuery(query)
+      const { fileUrl, legacyUrl, name, fileType, rawKeys } = parsed
+      pdfPreviewLog('file-preview parsed query', {
+        rawKeys,
+        name,
+        fileType,
+        fileUrlLen: fileUrl.length,
+        fileUrlPreview: fileUrl.slice(0, 160),
+        legacyUrlLen: legacyUrl.length,
+        legacyUrlPreview: legacyUrl.slice(0, 120),
+        hasToken: !!getToken(),
+        minioBase: String(MINIO_BASE_URL || '').slice(0, 80)
+      })
+
+      // 与 PDF 预览一致：优先 MinIO 公网直链；预签名经 /minio 改写后真机常 403。
+      let url = ''
+      let fallbackUrl = ''
+      let source = ''
+
+      if (legacyUrl) {
+        const absLegacy = absolutize(legacyUrl)
+        const direct = directMinio(fileUrl || legacyUrl)
+        if (direct && /^https?:\/\//i.test(direct)) {
+          url = direct
+          fallbackUrl = absLegacy && absLegacy !== direct ? absLegacy : ''
+          source = 'minio-direct(+legacy-fallback)'
+        } else {
+          url = absLegacy
+          source = 'query.url'
+        }
+      } else if (fileUrl) {
+        url = directMinio(fileUrl)
+        source = 'minio-direct'
+        pdfPreviewLog('file-preview minio-direct', {
+          urlPreview: String(url || '').slice(0, 160)
+        })
+      }
+
+      url = absolutize(url) || url
+      fallbackUrl = absolutize(fallbackUrl) || fallbackUrl
+
+      if (!url || !/^https?:\/\//i.test(url)) {
+        const reason = !fileUrl && !legacyUrl
+          ? '缺少 fileUrl/url 参数（请确认小程序与 oa-h5 已同步部署）'
+          : '无法解析为 http(s) 下载地址'
+        pdfPreviewLog('file-preview invalid url', { reason, fileUrl, legacyUrl, url })
+        this.tip = '文件地址无效'
+        uni.showToast({ title: '文件地址无效', icon: 'none' })
+        return
+      }
+
+      pdfPreviewLog('file-preview open', {
+        source,
+        name,
+        fileType,
+        urlPreview: url.slice(0, 160),
+        hasFallback: !!fallbackUrl
+      })
+      this.openFile(url, name, fileType, fallbackUrl)
+    },
+    openFile(url, name, fileType, fallbackUrl) {
+      if (this._opened) return
+      this._opened = true
+      this._tryDownload(url, name, fileType, fallbackUrl, false)
+    },
+    _tryDownload(url, name, fileType, fallbackUrl, isRetry) {
+      pdfPreviewLog('file-preview downloadFile start', {
+        name,
+        fileType,
+        isRetry: !!isRetry,
+        urlPreview: String(url || '').slice(0, 160)
+      })
+      uni.downloadFile({
+        url,
+        success: (res) => {
+          const code = res && res.statusCode
+          pdfPreviewLog('file-preview downloadFile success', {
+            statusCode: code,
+            hasTemp: !!(res && res.tempFilePath),
+            isRetry: !!isRetry
+          })
+          if (code === 403 && fallbackUrl && !isRetry) {
+            pdfPreviewLog('file-preview 403 → retry fallback', {
+              fallbackPreview: String(fallbackUrl).slice(0, 160)
+            })
+            this._tryDownload(fallbackUrl, name, fileType, '', true)
+            return
+          }
+          if (!res || code !== 200 || !res.tempFilePath) {
+            this.tip = '下载失败' + (code ? '（' + code + '）' : '')
+            uni.showToast({
+              title: '下载失败' + (code ? ' ' + code : ''),
+              icon: 'none'
+            })
+            this._opened = false
+            return
+          }
+          const openOpts = {
+            filePath: res.tempFilePath,
+            showMenu: true,
+            success: () => {
+              pdfPreviewLog('file-preview openDocument success')
+              this.tip = '已打开预览'
+              setTimeout(() => {
+                uni.navigateBack({ fail: () => {} })
+              }, 300)
+            },
+            fail: (err) => {
+              pdfPreviewLog('file-preview openDocument fail', err)
+              this.tip = '无法打开附件，请通过右上角菜单转发或用其他应用打开'
+              uni.showToast({ title: '无法打开附件', icon: 'none' })
+              this._opened = false
+            }
+          }
+          if (fileType) openOpts.fileType = fileType
+          uni.openDocument(openOpts)
+        },
+        fail: (err) => {
+          pdfPreviewLog('file-preview downloadFile fail', err)
+          if (fallbackUrl && !isRetry) {
+            pdfPreviewLog('file-preview fail → retry fallback')
+            this._tryDownload(fallbackUrl, name, fileType, '', true)
+            return
+          }
+          this.tip = '下载失败'
+          uni.showToast({ title: '下载失败', icon: 'none' })
+          this._opened = false
+        }
+      })
+    }
+  }
+}
+</script>
+
+<style scoped>
+.file-preview {
+  min-height: 100vh;
+  padding: 48rpx 32rpx;
+  background: #f5f7fa;
+}
+.file-preview__tip {
+  text-align: center;
+  color: #64748b;
+  font-size: 28rpx;
+}
+</style>
@@ -0,0 +1,51 @@
+/**
+ * OA / 市场附件：小程序宿主预览页的 query 与 openDocument 类型
+ */
+
+import {
+  pickQueryValue,
+  safeDecodeURIComponent
+} from './oa-pdf-preview-query.js'
+
+const OPEN_DOCUMENT_EXTS = {
+  pdf: 'pdf',
+  doc: 'doc',
+  docx: 'docx',
+  xls: 'xls',
+  xlsx: 'xlsx',
+  ppt: 'ppt',
+  pptx: 'pptx'
+}
+
+export function fileExtension(fileName) {
+  const match = String(fileName || '')
+    .trim()
+    .toLowerCase()
+    .match(/\.([a-z0-9]+)$/)
+  return match ? match[1] : ''
+}
+
+export function openDocumentFileType(fileName) {
+  const ext = fileExtension(fileName)
+  return OPEN_DOCUMENT_EXTS[ext] || ''
+}
+
+/**
+ * @returns {{ fileUrl: string, legacyUrl: string, name: string, fileType: string, rawKeys: string[] }}
+ */
+export function parseFilePreviewQuery(query) {
+  const rawKeys = Object.keys(query && typeof query === 'object' ? query : {})
+  const fileUrl = safeDecodeURIComponent(
+    pickQueryValue(query, ['fileUrl', 'fileurl', 'file_url', 'f'])
+  )
+  const legacyUrl = safeDecodeURIComponent(
+    pickQueryValue(query, ['url', 'downloadUrl', 'download_url'])
+  )
+  const name =
+    safeDecodeURIComponent(pickQueryValue(query, ['name', 'fileName', 'file_name', 'n'])) ||
+    'file.bin'
+  const fileType =
+    safeDecodeURIComponent(pickQueryValue(query, ['fileType', 'file_type', 't'])) ||
+    openDocumentFileType(name)
+  return { fileUrl, legacyUrl, name, fileType, rawKeys }
+}
@@ -0,0 +1,25 @@
+import assert from 'node:assert/strict'
+import {
+  openDocumentFileType,
+  parseFilePreviewQuery
+} from './oa-file-preview.js'
+
+assert.equal(openDocumentFileType('a.xlsx'), 'xlsx')
+assert.equal(openDocumentFileType('a.zip'), '')
+
+const parsed = parseFilePreviewQuery({
+  fileUrl: encodeURIComponent('oa-approval/202610/abc.xlsx'),
+  n: 'file.xlsx'
+})
+assert.equal(parsed.fileUrl, 'oa-approval/202610/abc.xlsx')
+assert.equal(parsed.name, 'file.xlsx')
+assert.equal(parsed.fileType, 'xlsx')
+
+const fallback = parseFilePreviewQuery({
+  f: 'oa-approval/x.pdf'
+})
+assert.equal(fallback.fileUrl, 'oa-approval/x.pdf')
+assert.equal(fallback.name, 'file.bin')
+assert.equal(fallback.fileType, '')
+
+console.log('oa-file-preview: ok')
@@ -0,0 +1,110 @@
+import test from 'node:test'
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import vm from 'node:vm'
+import * as Vue from 'vue'
+import { compile } from '@vue/compiler-dom'
+import { projectValidation } from './project-assignment.js'
+
+const source = readFileSync(new URL('../views/market/MarketModuleForm.vue', import.meta.url), 'utf8')
+// Render the real loop/slot/ref structure; native host nodes need no browser or service.
+const template = source.slice(source.indexOf('<template v-for="section in leadingSections"'), source.indexOf('\n\n      <section'))
+const render = new Function('Vue', compile(template, { prefixIdentifiers: true }).code)(Vue)
+const submitSource = source.slice(source.indexOf('async function submit()'), source.indexOf('\nasync function confirmLeave()'))
+const renderer = Vue.createRenderer({
+  createElement: () => ({}), createText: () => ({}), createComment: () => ({}),
+  insert(node, parent, anchor = null) {
+    parent.children ||= []
+    node.parent = parent
+    const index = parent.children.indexOf(anchor)
+    parent.children.splice(index < 0 ? parent.children.length : index, 0, node)
+  },
+  remove(node) {
+    const siblings = node.parent?.children || []
+    const index = siblings.indexOf(node)
+    if (index >= 0) siblings.splice(index, 1)
+  },
+  setText() {}, setElementText() {}, patchProp() {},
+  parentNode: (node) => node.parent,
+  nextSibling: (node) => {
+    const siblings = node.parent?.children || []
+    return siblings[siblings.indexOf(node) + 1] || null
+  }
+})
+
+async function mountForm({ role, mode = 'create', projectId = 'project-1', loading = false, error = '' }) {
+  const projectAssignment = Vue.ref(null)
+  const formData = Vue.ref({ source: 'research_donation', projectId })
+  const messages = [], requests = []
+  let validations = 0
+  const ProjectAssignmentField = {
+    setup(_, { expose }) {
+      expose({ validate() {
+        validations++
+        return projectValidation({ editing: mode === 'edit', required: true, projectId, loading, error })
+      } })
+      return () => Vue.h('div')
+    }
+  }
+  const Section = { setup: (_, { slots }) => () => slots.insert?.() }
+  const context = Vue.ref({ module: 'protocol', marketRole: role })
+  const app = renderer.createApp({
+    components: { MarketFormSection: Section, ProjectAssignmentField },
+    setup: () => ({
+      projectAssignment, context, formData, mode,
+      leadingSections: [{ key: 'customer' }, { key: 'protocol' }],
+      formOptions: {}, fieldsLocked: false, dirty: false,
+      sectionValue: () => ({}), searchProtocolCustomers() {}, setSectionValue() {},
+      uploadField() {}, handleFieldChange() {}, handleCustomerSelect() {}
+    }), render
+  })
+  app.mount({})
+  await Vue.nextTick()
+  const scope = {
+    projectAssignment, context, formData, mode: Vue.ref(mode),
+    submitting: Vue.ref(false), uploadPending: Vue.ref(0), isProtocolV2: Vue.ref(false),
+    isProtocolV1: Vue.ref(false), id: Vue.ref(mode === 'edit' ? 'record-1' : ''),
+    action: Vue.ref(mode), visibleSections: Vue.ref([]), dirty: Vue.ref(true),
+    showToast: (text) => messages.push(text), showSuccessToast: (text) => messages.push(text),
+    validateRequiredFields: () => '', buildMarketActionPayload: (_module, _action, data) => data,
+    sanitizeMarketPayload: (data) => data, buildPayload: () => formData.value,
+    AbortController, submitController: null, allowLeave: false,
+    saveMarketRecord: async (...args) => { requests.push(args); return { id: 'saved' } },
+    mountGuard: { isCurrent: () => true }, mountToken: 1,
+    resolveMarketSavedDetailId: () => 'saved', router: { replace: async () => {} },
+    route: { query: {} }, marketRecordNavigationQuery: () => ({}),
+    marketErrorMessage: (cause) => cause.message
+  }
+  const submit = vm.runInNewContext(`${submitSource}\nsubmit`, scope)
+  return { submit, messages, requests, app, validations: () => validations }
+}
+
+for (const role of ['specialist', 'manager']) {
+  for (const mode of ['create', 'edit']) {
+    test(`${role} ${mode}: a valid project reaches the save request`, async () => {
+      const form = await mountForm({ role, mode })
+      try {
+        await form.submit()
+        assert.equal(form.validations(), 1)
+        assert.equal(form.requests.length, 1)
+        assert.equal(form.requests[0][0].marketRole, role)
+        assert.deepEqual(form.messages, ['保存成功'])
+      } finally { form.app.unmount() }
+    })
+  }
+  for (const [state, message] of [
+    [{ projectId: '' }, '请选择所属项目'],
+    [{ loading: true }, '项目选项加载中，请稍后保存'],
+    [{ error: 'network' }, '项目选项加载失败，请重试后保存']
+  ]) {
+    test(`${role}: ${message}`, async () => {
+      const form = await mountForm({ role, ...state })
+      try {
+        await form.submit()
+        assert.equal(form.validations(), 1)
+        assert.equal(form.requests.length, 0)
+        assert.deepEqual(form.messages, [message])
+      } finally { form.app.unmount() }
+    })
+  }
+}
@@ -1,7 +1,11 @@
-/** 附件下载：优先后端预签名 URL，保证跨域场景保留原始文件名 */
+/** 附件下载：小程序 WebView 走宿主原生页；其它环境用预签名 URL 打开 */

 import { fetchAttachmentDownloadUrl } from '../api/oa.js'
 import { attachmentFullUrl } from './attachment.js'
+import {
+  isWeChatMiniWebView,
+  navigateToHostFilePreview
+} from './host-file-preview-nav.js'

 function openDownloadUrl(href, fileName) {
  // 微信 web-view 对 a[download] 支持差；优先新开页打开带 Content-Disposition 的地址
@@ -17,13 +21,19 @@ function openDownloadUrl(href, fileName) {
  document.body.removeChild(a)
 }

+async function openViaHostPreview(fileUrl, fileName, deps = {}) {
+  const navigate = deps.navigateToHostFilePreview || navigateToHostFilePreview
+  const detectMini = deps.isWeChatMiniWebView || isWeChatMiniWebView
+  if (!detectMini(deps.window)) return false
+  const nav = await navigate({ fileUrl, fileName }, { window: deps.window })
+  if (nav && nav.ok) return true
+  throw new Error((nav && nav.message) || '无法打开附件预览页')
+}
+
 /**
 * @param {{ fileUrl?: string, url?: string, fileName?: string, name?: string }} file
 */
-export async function downloadAttachmentFile(
-  file,
-  options = {}
-) {
+export async function downloadAttachmentFile(file, options = {}) {
  const hasAuthorizedResolver = typeof options.fetchDownloadUrl === 'function'
  const fetchDownloadUrl = options.fetchDownloadUrl || fetchAttachmentDownloadUrl
  const fileUrl = String(file?.fileUrl || file?.url || '').trim()
@@ -31,6 +41,10 @@ export async function downloadAttachmentFile(
  const explicitFileName = String(file?.fileName || file?.name || '').trim()
  const fallbackFileName = explicitFileName || fileUrl.split('/').pop() || 'download'

+  // 小程序 WebView（含鸿蒙）：跳转宿主 downloadFile + openDocument，避免 window.open 静默失败
+  const openedOnHost = await openViaHostPreview(fileUrl, fallbackFileName, options)
+  if (openedOnHost) return
+
  try {
    const res = await fetchDownloadUrl({
      fileUrl,
@@ -18,6 +18,7 @@ test('uses an injected authorized resolver before opening the signed download ur
    await downloadAttachmentFile(
      { fileUrl: 'market/specialist/protocol/a.png', fileName: '协议扫描件.png' },
      {
+        isWeChatMiniWebView: () => false,
        fetchDownloadUrl: async (payload) => {
          requested = payload
          return { downloadUrl: 'https://files.test/signed-download' }
@@ -52,6 +53,7 @@ test('never falls back to the raw object url when an authorized resolver rejects
      downloadAttachmentFile(
        { fileUrl: 'https://files.test/private.pdf', fileName: '私密附件.pdf' },
        {
+          isWeChatMiniWebView: () => false,
          fetchDownloadUrl: async () => {
            throw new Error('附件不存在或无权下载')
          }
@@ -65,3 +67,54 @@ test('never falls back to the raw object url when an authorized resolver rejects

  assert.deepEqual(opened, [])
 })
+
+test('mini program webview navigates to host file preview instead of window.open', async () => {
+  const originalWindow = globalThis.window
+  const opened = []
+  const navCalls = []
+  globalThis.window = {
+    open(href) {
+      opened.push(href)
+      return {}
+    }
+  }
+
+  try {
+    await downloadAttachmentFile(
+      { fileUrl: 'oa-approval/202610/task.xlsx', fileName: '生产任务.xlsx' },
+      {
+        isWeChatMiniWebView: () => true,
+        navigateToHostFilePreview: async (payload) => {
+          navCalls.push(payload)
+          return { ok: true, via: 'test' }
+        },
+        fetchDownloadUrl: async () => {
+          throw new Error('should not fetch download-url in mini path')
+        }
+      }
+    )
+  } finally {
+    globalThis.window = originalWindow
+  }
+
+  assert.deepEqual(navCalls, [
+    { fileUrl: 'oa-approval/202610/task.xlsx', fileName: '生产任务.xlsx' }
+  ])
+  assert.deepEqual(opened, [])
+})
+
+test('mini program navigate failure surfaces as download error', async () => {
+  await assert.rejects(
+    downloadAttachmentFile(
+      { fileUrl: 'oa-approval/x.xlsx', fileName: 'x.xlsx' },
+      {
+        isWeChatMiniWebView: () => true,
+        navigateToHostFilePreview: async () => ({
+          ok: false,
+          message: '无法跳转附件预览页'
+        })
+      }
+    ),
+    /无法跳转附件预览页/
+  )
+})
@@ -0,0 +1,178 @@
+/**
+ * 微信 web-view → 小程序附件预览/下载页
+ * 对齐 OA 打印 PDF 的宿主跳转；避免 H5 window.open 在鸿蒙 ArkWeb 静默失败。
+ */
+
+import {
+  getOaPrintHostApis,
+  isWeChatMiniWebView,
+  printNavLog
+} from '../oa/print/oa-pdf-preview-nav.js'
+
+const OPEN_DOCUMENT_EXTS = new Set([
+  'pdf',
+  'doc',
+  'docx',
+  'xls',
+  'xlsx',
+  'ppt',
+  'pptx'
+])
+
+export function fileExtension(fileName) {
+  const match = String(fileName || '')
+    .trim()
+    .toLowerCase()
+    .match(/\.([a-z0-9]+)$/)
+  return match ? match[1] : ''
+}
+
+/** openDocument 支持的类型；其它扩展返回空串 */
+export function openDocumentFileType(fileName) {
+  const ext = fileExtension(fileName)
+  return OPEN_DOCUMENT_EXTS.has(ext) ? ext : ''
+}
+
+/** query 只用 ASCII 名，避免 navigateTo 被中文撑爆；扩展名保留供宿主识别类型 */
+export function asciiHostFileName(fileName) {
+  const ext = fileExtension(fileName) || 'bin'
+  return `file.${ext}`
+}
+
+/**
+ * @returns {{ path: string, queryLen: number, fileUrlLen: number, name: string, fileType: string }}
+ */
+export function buildHostFilePreviewPath({ fileUrl, fileName } = {}) {
+  const key = String(fileUrl || '').trim()
+  const name = asciiHostFileName(fileName)
+  const fileType = openDocumentFileType(name)
+  const q =
+    'fileUrl=' +
+    encodeURIComponent(key) +
+    '&f=' +
+    encodeURIComponent(key) +
+    '&n=' +
+    encodeURIComponent(name)
+  const path = '/pages/oa/file-preview/index?' + q
+  return {
+    path,
+    queryLen: q.length,
+    fileUrlLen: key.length,
+    name,
+    fileType
+  }
+}
+
+/**
+ * @returns {Promise<{ ok: boolean, via?: string, path?: string, message?: string, assumed?: boolean }>}
+ */
+export function navigateToHostFilePreview({ fileUrl, fileName } = {}, deps = {}) {
+  const { path, queryLen, fileUrlLen, name, fileType } = buildHostFilePreviewPath({
+    fileUrl,
+    fileName
+  })
+  const win =
+    deps.window !== undefined
+      ? deps.window
+      : typeof window !== 'undefined'
+        ? window
+        : undefined
+  const log = deps.log || printNavLog
+  const { wxApi, uniApi } = getOaPrintHostApis(win)
+
+  log('file-preview navigate start', {
+    fileUrlLen,
+    queryLen,
+    pathLen: path.length,
+    name,
+    fileType,
+    fileUrlPreview: String(fileUrl || '').slice(0, 120),
+    hasWindowWx: !!(win && win.wx),
+    hasWxMiniNavigate: !!(wxApi && wxApi.miniProgram && wxApi.miniProgram.navigateTo),
+    hasUniWebViewNavigate: !!(uniApi && uniApi.webView && uniApi.webView.navigateTo),
+    __wxjs_environment: win && win.__wxjs_environment
+  })
+
+  if (!String(fileUrl || '').trim()) {
+    log('file-preview navigate abort: empty fileUrl')
+    return Promise.resolve({ ok: false, message: '缺少 fileUrl' })
+  }
+
+  if (path.length > 900) {
+    log('file-preview warn path long', { pathLen: path.length })
+  }
+
+  const invokeNavigate = (label, navigateFn) =>
+    new Promise((resolve) => {
+      if (typeof navigateFn !== 'function') {
+        resolve(null)
+        return
+      }
+      let settled = false
+      const done = (result) => {
+        if (settled) return
+        settled = true
+        resolve(result)
+      }
+      try {
+        navigateFn({
+          url: path,
+          success: (res) => {
+            log(label + ' success', res)
+            done({ ok: true, via: label, path })
+          },
+          fail: (err) => {
+            log(label + ' fail', err)
+            done({
+              ok: false,
+              via: label,
+              path,
+              message: (err && (err.errMsg || err.message)) || 'navigateTo fail'
+            })
+          }
+        })
+        setTimeout(() => {
+          if (!settled) {
+            log(label + ' no-callback → assume ok', { pathLen: path.length })
+            done({ ok: true, via: label, path, assumed: true })
+          }
+        }, 80)
+      } catch (e) {
+        log(label + ' throw', String(e && e.message ? e.message : e))
+        done({
+          ok: false,
+          via: label,
+          path,
+          message: String(e && e.message ? e.message : e)
+        })
+      }
+    })
+
+  return invokeNavigate(
+    'wx.miniProgram.navigateTo',
+    wxApi && wxApi.miniProgram && wxApi.miniProgram.navigateTo
+      ? wxApi.miniProgram.navigateTo.bind(wxApi.miniProgram)
+      : null
+  ).then((wxRes) => {
+    if (wxRes && wxRes.ok) return wxRes
+    if (wxRes && wxRes.ok === false) {
+      log('file-preview wx failed, try uni', wxRes.message)
+    }
+    return invokeNavigate(
+      'uni.webView.navigateTo',
+      uniApi && uniApi.webView && uniApi.webView.navigateTo
+        ? uniApi.webView.navigateTo.bind(uniApi.webView)
+        : null
+    ).then((uniRes) => {
+      if (uniRes) return uniRes
+      if (wxRes) return wxRes
+      log('file-preview navigate unavailable')
+      return {
+        ok: false,
+        message: '无法跳转附件预览页：未找到 wx/uni navigateTo'
+      }
+    })
+  })
+}
+
+export { isWeChatMiniWebView }
@@ -0,0 +1,36 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+
+import {
+  asciiHostFileName,
+  buildHostFilePreviewPath,
+  openDocumentFileType
+} from './host-file-preview-nav.js'
+
+test('ascii host file name keeps extension only', () => {
+  assert.equal(asciiHostFileName('26-10生产任务.xlsx'), 'file.xlsx')
+  assert.equal(asciiHostFileName('report.PDF'), 'file.pdf')
+  assert.equal(asciiHostFileName('plain'), 'file.bin')
+})
+
+test('openDocument file types cover office docs', () => {
+  assert.equal(openDocumentFileType('a.xlsx'), 'xlsx')
+  assert.equal(openDocumentFileType('a.XLS'), 'xls')
+  assert.equal(openDocumentFileType('a.docx'), 'docx')
+  assert.equal(openDocumentFileType('a.zip'), '')
+})
+
+test('host file preview path is short and points at file-preview page', () => {
+  const built = buildHostFilePreviewPath({
+    fileUrl: 'oa-approval/202610/abc.xlsx',
+    fileName: '26-10生产任务.xlsx'
+  })
+  assert.ok(built.path.startsWith('/pages/oa/file-preview/index?'))
+  assert.ok(built.path.includes('fileUrl='))
+  assert.ok(built.path.includes('&f='))
+  assert.ok(built.path.includes('&n=file.xlsx'))
+  assert.equal(built.fileType, 'xlsx')
+  assert.ok(!built.path.includes('%E7%94%9F'))
+  assert.ok(built.queryLen < 400)
+  assert.ok(built.path.length < 500)
+})
@@ -46,7 +46,7 @@
        >
          <template #insert>
            <ProjectAssignmentField
-              ref="projectAssignment"
+              :ref="(instance) => (projectAssignment = instance)"
              embedded
              v-model="formData.projectId"
              :biz-type="formData.source"
@@ -704,6 +704,19 @@ function fileStamp(): string {
  return `${stamp.getFullYear()}${pad(stamp.getMonth() + 1)}${pad(stamp.getDate())}${pad(stamp.getHours())}${pad(stamp.getMinutes())}${pad(stamp.getSeconds())}`
 }

+const LEDGER_CELL_BORDER = {
+  top: { style: 'thin' as const },
+  left: { style: 'thin' as const },
+  bottom: { style: 'thin' as const },
+  right: { style: 'thin' as const }
+}
+
+const LEDGER_HEADER_FILL = {
+  type: 'pattern' as const,
+  pattern: 'solid' as const,
+  fgColor: { argb: 'FFFFFF00' }
+}
+
 export async function saveCollectionLedgerWorkbook(
  sheetName: string,
  headers: string[],
@@ -715,25 +728,31 @@ export async function saveCollectionLedgerWorkbook(
  const FileSaver = (await import('file-saver')).default
  const workbook = new ExcelJS.Workbook()
  const sheet = workbook.addWorksheet(sheetName)
+  const colCount = headers.length
  const headerRow = sheet.addRow(headers)
-  headerRow.eachCell((cell) => {
+  for (let col = 1; col <= colCount; col += 1) {
+    const cell = headerRow.getCell(col)
    cell.numFmt = '@'
-    cell.alignment = { wrapText: true, vertical: 'middle' }
-  })
+    cell.alignment = { wrapText: true, vertical: 'middle', horizontal: 'center' }
+    cell.fill = LEDGER_HEADER_FILL
+    cell.border = LEDGER_CELL_BORDER
+  }
  rows.forEach((line) => {
    const added = sheet.addRow(line)
-    line.forEach((value, index) => {
-      const cell = added.getCell(index + 1)
-      cell.value = value
+    for (let col = 1; col <= colCount; col += 1) {
+      const cell = added.getCell(col)
+      cell.value = line[col - 1] ?? ''
      cell.numFmt = '@'
      cell.alignment = { vertical: 'middle', horizontal: 'center', wrapText: true }
-    })
+      cell.border = LEDGER_CELL_BORDER
+    }
  })
  merges.forEach((merge) => {
    if (merge.endRow <= merge.startRow) return
    sheet.mergeCells(merge.startRow, merge.startCol, merge.endRow, merge.endCol)
    const cell = sheet.getCell(merge.startRow, merge.startCol)
    cell.alignment = { vertical: 'middle', horizontal: 'center', wrapText: true }
+    cell.border = LEDGER_CELL_BORDER
  })
  headers.forEach((header, index) => {
    sheet.getColumn(index + 1).width = Math.min(28, Math.max(12, header.replace(/\n/g, '').length + 2))
@@ -56,12 +56,7 @@
            <el-icon><Plus /></el-icon>
            新增预签约
          </el-button>
-          <el-button
-            v-if="COLLECTION_LEDGER_EXPORT_ENABLED"
-            class="btn-ghost"
-            :loading="exporting"
-            @click="handleExport"
-          >
+          <el-button class="btn-ghost" :loading="exporting" @click="handleExport">
            <el-icon><Download /></el-icon>
            导出 Excel
          </el-button>
@@ -208,7 +203,6 @@
  import { Plus, Search, RefreshLeft, Edit, Delete, Check, Download } from '@element-plus/icons-vue'
  import { ElMessage } from 'element-plus'
  import {
-    COLLECTION_LEDGER_EXPORT_ENABLED,
    buildPresignLedgerRows,
    fetchAllPages,
    PRESIGN_HEADERS,
@@ -78,15 +78,41 @@
        <el-icon><RefreshRight /></el-icon>重试
      </el-button>
    </el-alert>
+    <div v-if="assignment" class="list-toolbar">
+      <div class="list-toolbar-row">
+        <div class="list-toolbar-selected">
+          已选 <span class="sel-num">{{ selectedRows.length }}</span> 项
+        </div>
+        <el-button
+          type="primary"
+          class="btn-main"
+          :disabled="!selectedRows.length || busy"
+          @click="openBatch"
+        >
+          <el-icon><Edit /></el-icon>批量调整归属
+        </el-button>
+      </div>
+    </div>
    <div class="list-body list-wrap"
      ><el-table
+        ref="tableRef"
        :key="query.bizType"
        :data="rows"
        v-loading="loading"
        class="list-table"
        stripe
+        row-key="id"
        :empty-text="loading ? '正在加载…' : loadError ? '数据加载失败' : '暂无符合条件的单据'"
+        @selection-change="handleSelectionChange"
      >
+        <el-table-column
+          v-if="assignment"
+          type="selection"
+          min-width="48"
+          align="center"
+          header-align="center"
+          fixed
+        />
        <el-table-column
          type="index"
          label="序号"
@@ -151,26 +177,26 @@
    >
      <el-form class="form-grid-2" label-position="top">
        <el-form-item label="原所属项目组">
-          <el-input :model-value="selected.teamName || '未归属'" disabled />
+          <el-input :model-value="originalTeamLabel" disabled />
        </el-form-item>
        <el-form-item label="原所属项目">
-          <el-input :model-value="selected.projectName || '未归属'" disabled />
+          <el-input :model-value="originalProjectLabel" disabled />
        </el-form-item>
        <el-form-item label="新项目组" required>
          <ProjectSelect
-            :key="`team-${selected.id}`"
+            :key="`team-${dialogSelectKey}`"
            team
            v-model="targetTeamId"
-            :biz-type="selected.bizType"
+            :biz-type="dialogBizType"
            @update:model-value="onTargetTeamChange"
          />
        </el-form-item>
        <el-form-item label="新项目" required>
          <ProjectSelect
-            :key="`project-${selected.id}-${targetTeamId}`"
+            :key="`project-${dialogSelectKey}-${targetTeamId}`"
            v-model="target"
            :team-id="targetTeamId"
-            :biz-type="selected.bizType"
+            :biz-type="dialogBizType"
            :disabled="!targetTeamId"
          />
        </el-form-item>
@@ -262,6 +288,7 @@
    page: 1,
    pageSize: 20
  })
+  const tableRef = ref<{ clearSelection?: () => void } | null>(null)
  const rows = ref<ProjectRecord[]>([]),
    total = ref(0),
    statusCounts = ref<Record<string, number>>({}),
@@ -273,6 +300,8 @@
    target = ref(''),
    reason = ref(''),
    selected = ref<ProjectRecord>({}),
+    selectedRows = ref<ProjectRecord[]>([]),
+    editTargets = ref<ProjectRecord[]>([]),
    historyVisible = ref(false),
    historyRows = ref<ProjectRecord[]>([])
  const visibleColumns = computed(() =>
@@ -283,6 +312,39 @@
  const keywordHint = computed(() =>
    query.bizType === 'presign' ? '请输入单据编号' : assignmentKeywordHints[query.bizType]
  )
+  const dialogBizType = computed(
+    () =>
+      (editTargets.value[0]?.bizType ||
+        selected.value.bizType ||
+        query.bizType) as AssignmentBizType
+  )
+  const dialogSelectKey = computed(() => {
+    if (editTargets.value.length <= 1) {
+      return String(editTargets.value[0]?.id || selected.value.id || 'empty')
+    }
+    const firstId = editTargets.value[0]?.id || ''
+    const lastId = editTargets.value[editTargets.value.length - 1]?.id || ''
+    return `batch-${editTargets.value.length}-${firstId}-${lastId}`
+  })
+  const originalTeamLabel = computed(() => {
+    if (editTargets.value.length <= 1) {
+      return editTargets.value[0]?.teamName || selected.value.teamName || '未归属'
+    }
+    return `共 ${editTargets.value.length} 条`
+  })
+  const originalProjectLabel = computed(() => {
+    if (editTargets.value.length <= 1) {
+      return editTargets.value[0]?.projectName || selected.value.projectName || '未归属'
+    }
+    return `共 ${editTargets.value.length} 条`
+  })
+  function clearSelection() {
+    selectedRows.value = []
+    tableRef.value?.clearSelection?.()
+  }
+  function handleSelectionChange(selection: ProjectRecord[]) {
+    selectedRows.value = selection
+  }
  let loadVersion = 0
  function statusLabel(status: string) {
    return query.bizType === 'presign'
@@ -307,6 +369,7 @@
    loading.value = true
    loadError.value = false
    rows.value = []
+    clearSelection()
    try {
      const fetchRecords = props.assignment
        ? fetchAssignmentRecords
@@ -344,6 +407,7 @@
    statusCounts.value = {}
    visible.value = false
    historyVisible.value = false
+    clearSelection()
    search()
  }
  function switchBusiness(kind: AssignmentBizType) {
@@ -360,16 +424,41 @@
    query.page = page
    load()
  }
-  function open(row: ProjectRecord) {
-    selected.value = row
+  function resetDialogForm(targets: ProjectRecord[]) {
+    editTargets.value = targets
+    selected.value = targets[0] || {}
    targetTeamId.value = ''
    target.value = ''
    reason.value = ''
    visible.value = true
  }
+  function open(row: ProjectRecord) {
+    resetDialogForm([row])
+  }
+  function openBatch() {
+    if (!selectedRows.value.length) {
+      ElMessage.warning('请先选择要调整的记录')
+      return
+    }
+    resetDialogForm([...selectedRows.value])
+  }
  function onTargetTeamChange() {
    target.value = ''
  }
+  async function assignOne(row: ProjectRecord, projectId: string, assignReason: string) {
+    const preview = await previewAssignment({
+      bizType: row.bizType,
+      id: row.id,
+      projectId
+    })
+    await saveAssignment({
+      bizType: row.bizType,
+      id: row.id,
+      projectId,
+      reason: assignReason,
+      expectedAssignments: assignmentSnapshot(preview.records)
+    })
+  }
  async function commit() {
    if (!targetTeamId.value) {
      ElMessage.warning('请选择新项目组')
@@ -383,33 +472,45 @@
      ElMessage.warning('请填写调整原因')
      return
    }
+    const targets = editTargets.value.length ? [...editTargets.value] : [selected.value]
+    if (!targets.length || !targets[0]?.id) {
+      ElMessage.warning('请选择要调整的记录')
+      return
+    }
    busy.value = true
    const commitTarget = target.value
-    const commitRecord = selected.value
+    const commitReason = reason.value.trim()
+    const commitTargets = targets
+    let successCount = 0
+    let failCount = 0
    try {
-      const preview = await previewAssignment({
-        bizType: selected.value.bizType,
-        id: selected.value.id,
-        projectId: target.value
-      })
-      if (selected.value !== commitRecord || target.value !== commitTarget || !visible.value) {
+      for (const row of commitTargets) {
+        if (target.value !== commitTarget || !visible.value) {
+          return
+        }
+        try {
+          await assignOne(row, commitTarget, commitReason)
+          successCount += 1
+        } catch {
+          failCount += 1
+          // API layer already surfaces the conflict / validation message.
+        }
+      }
+      if (target.value !== commitTarget || !visible.value) {
        return
      }
-      await saveAssignment({
-        bizType: selected.value.bizType,
-        id: selected.value.id,
-        projectId: target.value,
-        reason: reason.value.trim(),
-        expectedAssignments: assignmentSnapshot(preview.records)
-      })
-      if (selected.value !== commitRecord || target.value !== commitTarget || !visible.value) {
-        return
+      if (successCount > 0) {
+        visible.value = false
+        clearSelection()
+        if (failCount === 0) {
+          ElMessage.success(
+            commitTargets.length > 1 ? `已调整 ${successCount} 条归属` : '归属已调整'
+          )
+        } else {
+          ElMessage.warning(`成功 ${successCount} 条，失败 ${failCount} 条`)
+        }
+        await load()
      }
-      visible.value = false
-      ElMessage.success('归属已调整')
-      await load()
-    } catch {
-      // API layer already surfaces the conflict / validation message.
    } finally {
      busy.value = false
    }
Author	SHA1	Message	Date
zlwuandCursor	476f744ee9	fix(backend): 协议列表从 V2 样本缴费补齐已收金额自存表导出依赖 paymentSummary.receivedAmount，原先仅汇总 V1 biz_protocol_payment；现对 include_sample_payment_modes 路径补齐合同额、已收、分期明细与退费，避免已缴/退款列为空。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-11 14:15:02 +08:00
zlwuandCursor	cec96ce480	fix(web-admin): 批量调整归属按钮文案更明确将历史归属维护列表工具栏按钮由「调整归属」改为「批量调整归属」，与行内单条操作区分。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-11 12:07:04 +08:00
zlwuandCursor	77473a1738	fix(web-admin): 恢复预签约导出并校准刷卡时间与表头样式预签约列表重新显示导出按钮；刷卡时间仅统计已确认到账；Excel 标题行黄底居中并加边框。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-11 12:02:30 +08:00
zlwuandCursor	db74cd64fe	docs(agents): 完善 Cursor 确认问题与提示音可见性约定明确工具先于正文时 notify-question 须为本轮最后一次调用，最终回复以「待你确认」打头，并区分 Queued 与确认入口，减少听音找不到题的情况。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-11 10:38:20 +08:00
cykj	e1f0030403	fix(backend): 计划开始时间筛选不再内置工单状态限制 (#85 ) fix(backend): 计划开始时间筛选不再内置工单状态限制 Refs #82	2026-11-11 02:23:12 +00:00
zlwuandCursor	5109d8b3e5	fix(backend): 计划开始时间筛选不再内置工单状态限制去掉 EXISTS 中对工单/任务/步骤活跃态的硬编码，日期条件与前端勾选的状态等检索项组合生效，修复区间内有步骤日期却查空的问题。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-11 10:20:59 +08:00
zlwuandCursor	2a0a2ef72a	feat(web-admin): 历史归属维护支持批量调整归属在历史归属维护列表增加多选与工具栏批量「调整归属」，复用现有单条预览/保存接口逐条提交，便于一次将多条业务记录归属到同一项目。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-11 10:02:24 +08:00
zlwu	3a396d79a2	chore(mobile-h5): 切换本地联调环境与测试 AppID continuous-integration/drone/tag Build is passing Details 按用户本地验收要求，将 APP_ENV 切换为 local，使用本机 API 和移动 H5 地址，并将微信 AppID 切换为测试号。	2026-11-10 09:37:04 +08:00
zlwu	9c4944702b	fix(db): 补充协议操作日志旧表纠偏脚本为同名旧表与现行日志模型不兼容的情况提供迁移脚本，并在原建表脚本注明纠偏入口。保留有数据的旧表为备份；本次仅提交现有脚本，未执行数据库迁移。	2026-11-10 09:37:04 +08:00
cykj	e06f89dcf6	Merge pull request 'fix(mobile): 修复协议单保存前项目校验异常' (#79 ) from codex/issue-78-protocol-save into V2.0	2026-11-10 01:24:10 +00:00
zlwu	f343f12645	fix(mobile): 修复协议单项目校验引用导致保存中断循环模板内字符串 ref 被 Vue 收集为数组，调用 validate 时在请求前抛错。改用函数 ref 保持单组件实例，并覆盖两角色新增、编辑及项目校验提示。关联工单 #78。	2026-11-10 09:21:29 +08:00
zlwuandCursor	1032631318	chore(mobile-h5): 微信小程序 AppID 切换为生产将 mp-weixin.appid 改为 wx2b139581f4c855e4，与 APP_ENV=prod 对齐。 Refs: #77 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-09 16:32:24 +08:00
zlwuandCursor	f9f79479e8	chore(mobile-h5): 小程序切换为生产环境配置将 APP_ENV 设为 prod，API/OA H5/MinIO 指向 xwyd.zkxw.cn，便于发生产版。 Refs: #76 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-09 16:27:28 +08:00
zlwuandCursor	e488b86c35	fix(mobile): 小程序 WebView 附件下载改走宿主原生预览页 continuous-integration/drone/tag Build is passing Details 鸿蒙微信 ArkWeb 下 H5 window.open 常静默失败，仅出现「开始下载…」。 OA/市场附件在小程序 WebView 内改为跳转 pages/oa/file-preview，用 uni.downloadFile + openDocument 打开，浏览器环境仍用预签名直链。 Refs: #74 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-09 15:04:14 +08:00
zlwuandCursor	6a78c28121	chore(mobile-h5): 切换小程序到测试环境配置将微信 AppID 与 APP_ENV 改为测试环境，便于对接测试后端与业务域名。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-09 14:38:13 +08:00
cykj	c7905b5da0	Merge pull request 'fix(web-admin): 样本接收弹窗恢复展示协议附件' (#73 ) into V2.0 fix(web-admin): 样本接收弹窗恢复展示协议附件 (#73) Refs #43	2026-11-09 06:00:19 +00:00