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>

.agents/skills/personal-dev/SKILL.md

@@ -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) |

.agents/skills/personal-dev/references/planning.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。

.agents/skills/personal-dev/references/question-notification.md

@@ -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 .

.cursor/rules/personal-dev.mdc

@@ -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。

backend/app/crud/presign_order.py

@@ -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(),

backend/app/crud/production_work_order.py

@@ -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:

backend/app/services/qc_work_order_fee_summary.py

@@ -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

backend/tests/test_market_presign_api.py

@@ -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',

backend/tests/test_production_planned_start_time_filter.py

@@ -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

backend/tests/test_protocol_v2_payment_mode_summary.py

@@ -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()

docs/agents/README.md

@@ -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 |

docs/agents/cursor-question-visibility.md

@@ -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。

docs/sql/migrations/2026-11-05-protocol-operation-log.sql

@@ -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,

docs/sql/migrations/2026-11-09-protocol-operation-log-rebuild.sql

@@ -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;

mobile-h5/manifest.json

@@ -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

mobile-h5/utils/config.js

@@ -6,7 +6,7 @@
  *
  * 微信公众平台须为对应环境配置 request / 业务域名（HTTPS）
  */
-export const APP_ENV = 'prod' // 'local' | 'test' | 'prod'
+export const APP_ENV = 'local' // 'local' | 'test' | 'prod'
 
 const ENV_PRESETS = {
   local: {

mobile-oa-h5/src/market/protocol-save-ref.test.js

@@ -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() }
+    })
+  }
+}

mobile-oa-h5/src/views/market/MarketModuleForm.vue

@@ -46,7 +46,7 @@
         >
           <template #insert>
             <ProjectAssignmentField
-              ref="projectAssignment"
+              :ref="(instance) => (projectAssignment = instance)"
               embedded
               v-model="formData.projectId"
               :biz-type="formData.source"

web-admin/src/utils/collection-ledger-export.ts

@@ -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))

web-admin/src/views/cell-storage/presign-order/index.vue

@@ -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,

web-admin/src/views/project-management/RecordList.vue

@@ -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
     }