backend/app/api/project_management.py

@@ -8,6 +8,7 @@ from app.core.database import get_db
 from app.core.menu_guard import require_admin_or_super_admin
 from app.core.response import success_response
 from app.services import project_management as svc
+from app.services import project_assignment_records
 
 router = APIRouter(tags=['项目管理'])
 PREFIX = '/web/admin/project-management'
@@ -163,6 +164,21 @@ def preview(body: PreviewBody, ctx=Depends(guard('project:assignment:edit')), db
     return success_response(svc.preview_assignment(db, *ctx, body.bizType, body.id, body.projectId))
 
 
+@router.get(PREFIX + '/assignments/records')
+def assignment_records(
+    bizType: Literal['cell_storage', 'research_donation', 'pilot_service', 'basic_experiment'],
+    page: int = Query(1, ge=1), pageSize: int = Query(20, ge=1, le=200),
+    teamId: Optional[str] = None, projectId: Optional[str] = None,
+    unassigned: bool = False, status: Optional[str] = None, keyword: Optional[str] = None,
+    startDate: Optional[str] = None, endDate: Optional[str] = None,
+    ctx=Depends(guard('project:assignment:edit')), db: Session=Depends(get_db),
+):
+    return success_response(project_assignment_records.records(
+        db, *ctx, bizType, page, pageSize, teamId=teamId, projectId=projectId,
+        unassigned=unassigned, status=status, keyword=keyword, startDate=startDate, endDate=endDate,
+    ))
+
+
 @router.post(PREFIX + '/assignments')
 def assign(body: AssignmentBody, ctx=Depends(guard('project:assignment:edit')), db: Session=Depends(get_db)):
     return success_response(svc.assign(db, *ctx, body.bizType, body.id, body.projectId, body.reason, [r.model_dump() for r in body.expectedAssignments]))

backend/app/services/project_assignment_records.py

@@ -0,0 +1,175 @@
+"""历史归属维护专用检索；统计明细不返回业务联系信息。"""
+from collections import defaultdict
+
+from fastapi import HTTPException
+from sqlalchemy import and_, func, or_
+
+from app.models.models import (
+    BizChannelServiceOrder, BizCollectionHospital,
+    BizPilotPatient, BizProtocolCollectionInfo, BizProtocolPartyCustomer, SysUser,
+)
+from app.models.research_donation import BizResearchDonationCollection, BizResearchDonationParty
+from app.models.project_management import Project, ProjectTeam
+from app.services import project_management as projects
+
+
+PARTY_MODELS = {
+    'cell_storage': (BizProtocolPartyCustomer, BizProtocolCollectionInfo, 'collection_protocol_id'),
+    'research_donation': (BizResearchDonationParty, BizResearchDonationCollection, 'research_donation_id'),
+}
+
+
+def keyword_condition(db, tenant, kind, keyword):
+    """用 EXISTS 检索子表，避免多条患者/采集信息放大主单计数。"""
+    model, number, _ = projects.BUSINESS[kind]
+    conditions = [getattr(model, number).contains(keyword, autoescape=True)]
+    if kind in PARTY_MODELS:
+        party, collection, parent_key = PARTY_MODELS[kind]
+        conditions.append(projects.scoped(db, party, tenant).filter(
+            getattr(party, parent_key) == model.id,
+            or_(party.mother_name.contains(keyword, autoescape=True),
+                party.mother_phone.contains(keyword, autoescape=True)),
+        ).exists())
+        hospitals = projects.scoped(db, BizCollectionHospital, tenant).filter(
+            BizCollectionHospital.hospital_name.contains(keyword, autoescape=True),
+        ).with_entities(BizCollectionHospital.id)
+        sales_users = projects.scoped(db, SysUser, tenant).filter(
+            SysUser.nick_name.contains(keyword, autoescape=True),
+        ).with_entities(SysUser.id)
+        conditions.append(projects.scoped(db, collection, tenant).filter(
+            getattr(collection, parent_key) == model.id,
+            or_(collection.hospital_id.in_(hospitals), collection.sales_user_id.in_(sales_users)),
+        ).exists())
+    elif kind == 'pilot_service':
+        conditions.extend(column.contains(keyword, autoescape=True) for column in (
+            model.application_name, model.channel_name,
+        ))
+        conditions.append(projects.scoped(db, BizPilotPatient, tenant).filter(
+            BizPilotPatient.pilot_application_id == model.id,
+            or_(BizPilotPatient.patient_name.contains(keyword, autoescape=True),
+                BizPilotPatient.phone_no.contains(keyword, autoescape=True)),
+        ).exists())
+        conditions.append(projects.scoped(db, BizChannelServiceOrder, tenant).filter(
+            BizChannelServiceOrder.id == model.channel_service_order_id,
+            BizChannelServiceOrder.order_name.contains(keyword, autoescape=True),
+        ).exists())
+    else:
+        conditions.extend(column.contains(keyword, autoescape=True) for column in (
+            model.project_title, model.customer_name, model.customer_contact, model.customer_phone,
+        ))
+    return or_(*conditions)
+
+
+def child_rows(db, tenant, model, parent_key, ids, fields):
+    """仅批量读取当前页所需字段；稳定排序保留多条有效子记录。"""
+    result = defaultdict(list)
+    if ids:
+        parent = getattr(model, parent_key)
+        rows = projects.scoped(db, model, tenant).filter(parent.in_(ids)).with_entities(
+            parent, *(getattr(model, field) for field in fields),
+        ).order_by(model.create_time, model.id).all()
+        for row in rows:
+            result[getattr(row, parent_key)].append(row)
+    return result
+
+
+def joined_values(rows, field):
+    return '、'.join(dict.fromkeys(str(getattr(row, field)) for row in rows if getattr(row, field)))
+
+
+def project_metadata(db, tenant, rows):
+    ids = {row.project_id for row in rows if row.project_id}
+    if not ids:
+        return {}
+    values = projects.scoped(db, Project, tenant).outerjoin(ProjectTeam, and_(
+        ProjectTeam.id == Project.team_id, ProjectTeam.tenant_no == tenant, ProjectTeam.del_flag == 0,
+    )).filter(Project.id.in_(ids)).with_entities(
+        Project.id, Project.project_name, Project.team_id, ProjectTeam.team_name,
+    ).all()
+    return {row.id: dict(projectName=row.project_name, teamId=row.team_id, teamName=row.team_name)
+            for row in values}
+
+
+def business_details(db, tenant, kind, rows):
+    ids = [row.id for row in rows]
+    result = {row.id: {} for row in rows}
+    if not ids:
+        return result
+    if kind in PARTY_MODELS:
+        party, collection, parent_key = PARTY_MODELS[kind]
+        parties = child_rows(db, tenant, party, parent_key, ids, ('mother_name', 'mother_phone'))
+        collections = child_rows(db, tenant, collection, parent_key, ids,
+                                 ('hospital_id', 'sales_user_id', 'sample_collect_time'))
+        all_collections = [item for values in collections.values() for item in values]
+        hospital_ids = {item.hospital_id for item in all_collections if item.hospital_id}
+        sales_ids = {item.sales_user_id for item in all_collections if item.sales_user_id}
+        hospitals = dict(projects.scoped(db, BizCollectionHospital, tenant).filter(
+            BizCollectionHospital.id.in_(hospital_ids),
+        ).with_entities(BizCollectionHospital.id, BizCollectionHospital.hospital_name).all()) if hospital_ids else {}
+        sales_users = dict(projects.scoped(db, SysUser, tenant).filter(
+            SysUser.id.in_(sales_ids),
+        ).with_entities(SysUser.id, SysUser.nick_name).all()) if sales_ids else {}
+        for row in rows:
+            info = collections[row.id]
+            details = dict(
+                motherName=joined_values(parties[row.id], 'mother_name'),
+                motherPhone=joined_values(parties[row.id], 'mother_phone'),
+                hospitalName='、'.join(dict.fromkeys(hospitals[item.hospital_id] for item in info
+                                                   if hospitals.get(item.hospital_id))),
+                salesUserName='、'.join(dict.fromkeys(sales_users[item.sales_user_id] for item in info
+                                                    if sales_users.get(item.sales_user_id))),
+            )
+            if kind == 'cell_storage':
+                details['collectionDate'] = '、'.join(dict.fromkeys(
+                    item.sample_collect_time.strftime('%Y-%m-%d') for item in info if item.sample_collect_time))
+            else:
+                value = row.donation_date or ''
+                details['donationDate'] = f'{value[:4]}-{value[4:6]}-{value[6:]}' if len(value) == 8 else value
+            result[row.id] = details
+    elif kind == 'pilot_service':
+        patients = child_rows(db, tenant, BizPilotPatient, 'pilot_application_id', ids,
+                              ('patient_name', 'phone_no'))
+        order_ids = {row.channel_service_order_id for row in rows if row.channel_service_order_id}
+        orders = dict(projects.scoped(db, BizChannelServiceOrder, tenant).filter(
+            BizChannelServiceOrder.id.in_(order_ids),
+        ).with_entities(BizChannelServiceOrder.id, BizChannelServiceOrder.order_name).all()) if order_ids else {}
+        for row in rows:
+            result[row.id] = dict(
+                applicationName=row.application_name, channelName=row.channel_name,
+                serviceOrderName=orders.get(row.channel_service_order_id),
+                patientName=joined_values(patients[row.id], 'patient_name'),
+                patientPhone=joined_values(patients[row.id], 'phone_no'),
+            )
+    else:
+        for row in rows:
+            result[row.id] = dict(projectTitle=row.project_title, customerName=row.customer_name,
+                                 customerContact=row.customer_contact, customerPhone=row.customer_phone)
+    return result
+
+
+def records(db, tenant, user, biz_type, page=1, pageSize=20, **filters):
+    projects.check_permission(db, tenant, user, 'project:assignment:edit')
+    if biz_type not in projects.COUNT_TYPES:
+        raise HTTPException(400, '归属维护仅支持四类正式业务')
+    model, number, status = projects.BUSINESS[biz_type]
+    # 继续使用现有租户、主单数据范围、项目/项目组和日期条件。
+    query = projects.filtered_query(db, tenant, user, biz_type, {**filters, 'keyword': None})
+    keyword = (filters.get('keyword') or '').strip()
+    if keyword:
+        query = query.filter(keyword_condition(db, tenant, biz_type, keyword))
+    status_column = getattr(model, status)
+    status_counts = {str(value or ''): count for value, count in query.with_entities(
+        status_column, func.count(model.id),
+    ).group_by(status_column).all()}
+    if filters.get('status'):
+        query = query.filter(status_column == filters['status'])
+    total = query.count()
+    rows = query.order_by(model.create_time.desc(), model.id).offset((page - 1) * pageSize).limit(pageSize).all()
+    metadata = project_metadata(db, tenant, rows)
+    details = business_details(db, tenant, biz_type, rows)
+    return dict(list=[dict(
+        id=row.id, bizType=biz_type, bizNo=getattr(row, number), status=getattr(row, status),
+        createTime=row.create_time, projectId=row.project_id,
+        **metadata.get(row.project_id, dict(projectName=None, teamId=None, teamName=None)),
+        **details[row.id],
+    ) for row in rows], total=total, statusCounts=status_counts)

backend/tests/test_project_assignment_records.py

@@ -0,0 +1,152 @@
+"""归属维护业务检索的权限、分页及关联资料边界。"""
+import unittest
+from datetime import datetime
+
+from fastapi import HTTPException
+from sqlalchemy import create_engine, event
+from sqlalchemy.orm import Session
+
+from app.models.base import Base
+from app.models.models import (
+    BizChannelServiceOrder, BizCollectionHospital, BizCollectionProtocol,
+    BizPilotApplication, BizPilotPatient, BizProtocolCollectionInfo,
+    BizProtocolPartyCustomer, SysMenu, SysRole, SysRoleMenu, SysUser, SysUserRole,
+)
+from app.models.research_donation import BizResearchDonation, BizResearchDonationParty
+from app.services import project_assignment_records as svc
+from app.services import project_management
+
+
+class ProjectAssignmentRecordsTest(unittest.TestCase):
+    def setUp(self):
+        self.engine = create_engine('sqlite:///:memory:')
+        Base.metadata.create_all(self.engine)
+        self.db = Session(self.engine)
+        self.user = dict(user_id='u', role='super_admin', tenant_no='t')
+
+    def tearDown(self):
+        self.db.close()
+        self.engine.dispose()
+
+    def records(self, kind='cell_storage', **filters):
+        return svc.records(self.db, 't', self.user, kind, **filters)
+
+    def grant(self, code):
+        self.db.add_all([
+            SysRole(id=code, tenant_no='t', role_name=code, data_scope='4'),
+            SysMenu(id=code, tenant_no='t', menu_name=code, menu_type='F', perms=code),
+            SysRoleMenu(id=code, tenant_no='t', role_id=code, menu_id=code),
+            SysUserRole(id=code, tenant_no='t', role_id=code, user_id='u'),
+        ])
+        self.db.commit()
+
+    def test_assignment_permission_and_parent_data_scope(self):
+        self.user['role'] = 'admin'
+        self.grant('project:statistics:list')
+        with self.assertRaises(HTTPException) as denied:
+            self.records()
+        self.assertEqual(denied.exception.status_code, 403)
+        self.grant('project:assignment:edit')
+        self.grant('project:project:all')
+        for row_id, tenant, owner, deleted in [
+            ('own', 't', 'u', 0), ('other', 't', 'other', 0),
+            ('foreign', 'foreign', 'u', 0), ('deleted', 't', 'u', 1),
+        ]:
+            self.db.add(BizCollectionProtocol(id=row_id, tenant_no=tenant, protocol_no=row_id,
+                                             create_by=owner, del_flag=deleted))
+        self.db.commit()
+        self.assertEqual([r['id'] for r in self.records()['list']], ['own'])
+
+    def test_children_do_not_duplicate_counts_or_leak_foreign_deleted_data(self):
+        self.db.add_all([
+            BizCollectionProtocol(id='a', tenant_no='t', protocol_no='A', protocol_status='sxz'),
+            BizCollectionProtocol(id='b', tenant_no='t', protocol_no='B', protocol_status='dsx'),
+            BizProtocolPartyCustomer(id='p1', tenant_no='t', collection_protocol_id='a', mother_name='Alice', mother_phone='13800000001'),
+            BizProtocolPartyCustomer(id='p2', tenant_no='t', collection_protocol_id='a', mother_name='Alice'),
+            BizProtocolPartyCustomer(id='foreign', tenant_no='foreign', collection_protocol_id='a', mother_name='ForeignOnly'),
+            BizProtocolPartyCustomer(id='deleted', tenant_no='t', collection_protocol_id='a', mother_name='DeletedOnly', del_flag=1),
+            BizCollectionHospital(id='h', tenant_no='t', region_id='region', hospital_name='Central'),
+            SysUser(id='sales', tenant_no='t', user_no='sales', nick_name='Salesperson'),
+            BizProtocolCollectionInfo(id='c', tenant_no='t', collection_protocol_id='a', hospital_id='h', sales_user_id='sales', sample_collect_time=datetime(2026, 11, 4, 10)),
+        ])
+        self.db.commit()
+        for keyword in ('Alice', '13800000001', 'Central', 'Salesperson'):
+            result = self.records(keyword=keyword, pageSize=1)
+            self.assertEqual(result['total'], 1)
+            self.assertEqual(result['statusCounts'], {'sxz': 1})
+            self.assertEqual(result['list'][0]['motherName'], 'Alice')
+            self.assertEqual(result['list'][0]['collectionDate'], '2026-11-04')
+        for keyword in ('ForeignOnly', 'DeletedOnly', '%', '_'):
+            self.assertEqual(self.records(keyword=keyword)['total'], 0)
+        self.assertEqual(self.records(status='sxz')['statusCounts'], {'sxz': 1, 'dsx': 1})
+        self.assertEqual(self.records(status='sxz')['total'], 1)
+        self.assertEqual(self.records(keyword='Alice', page=2, pageSize=1)['list'], [])
+        self.db.get(BizCollectionHospital, 'h').tenant_no = 'foreign'
+        self.db.get(SysUser, 'sales').del_flag = 1
+        self.db.commit()
+        row = self.records(keyword='Alice')['list'][0]
+        self.assertEqual(row['hospitalName'], '')
+        self.assertEqual(row['salesUserName'], '')
+        self.assertEqual(self.records(keyword='Central')['total'], 0)
+        self.assertEqual(self.records(keyword='Salesperson')['total'], 0)
+
+    def test_donation_fields_and_statistics_contract(self):
+        self.db.add_all([
+            BizResearchDonation(id='d', tenant_no='t', donation_no='D1', donation_date='20261104'),
+            BizResearchDonationParty(id='p', tenant_no='t', research_donation_id='d', mother_name='Donor', mother_phone='13900000000'),
+        ])
+        self.db.commit()
+        detail = self.records('research_donation', keyword='13900000000')['list'][0]
+        self.assertEqual(detail['donationDate'], '2026-11-04')
+        self.assertEqual(detail['motherName'], 'Donor')
+        old = project_management.records(self.db, 't', self.user, 'research_donation')['list'][0]
+        self.assertNotIn('motherName', old)
+        self.assertNotIn('motherPhone', old)
+        with self.assertRaises(HTTPException) as unsupported:
+            self.records('presign')
+        self.assertEqual(unsupported.exception.status_code, 400)
+
+    def test_pilot_and_basic_search_and_relation_boundaries(self):
+        self.db.add_all([
+            BizPilotApplication(id='pilot', tenant_no='t', application_no='P1', application_name='Trial', channel_name='Channel', channel_service_order_id='order', biz_type='pilot_service'),
+            BizPilotApplication(id='basic', tenant_no='t', application_no='B1', channel_service_order_id='', biz_type='basic_experiment', project_title='Study', customer_name='Customer', customer_contact='Contact', customer_phone='13600000000'),
+            BizChannelServiceOrder(id='order', tenant_no='t', order_name='Service', channel_id='channel', order_type='gm'),
+            BizPilotPatient(id='p1', tenant_no='t', pilot_application_id='pilot', patient_name='Patient', phone_no='13700000000'),
+            BizPilotPatient(id='p2', tenant_no='t', pilot_application_id='pilot', patient_name='Patient'),
+            BizPilotPatient(id='foreign', tenant_no='foreign', pilot_application_id='pilot', patient_name='ForeignPatient'),
+            BizPilotPatient(id='deleted', tenant_no='t', pilot_application_id='pilot', patient_name='DeletedPatient', del_flag=1),
+        ])
+        self.db.commit()
+        for keyword in ('P1', 'Trial', 'Channel', 'Service', 'Patient', '13700000000'):
+            result = self.records('pilot_service', keyword=keyword)
+            self.assertEqual(result['total'], 1)
+            self.assertEqual(result['list'][0]['patientName'], 'Patient')
+            self.assertEqual(result['list'][0]['serviceOrderName'], 'Service')
+        for keyword in ('B1', 'Study', 'Customer', 'Contact', '13600000000'):
+            self.assertEqual(self.records('basic_experiment', keyword=keyword)['total'], 1)
+            self.assertEqual(self.records('pilot_service', keyword=keyword)['total'], 0)
+        for keyword in ('ForeignPatient', 'DeletedPatient'):
+            self.assertEqual(self.records('pilot_service', keyword=keyword)['total'], 0)
+        self.db.get(BizChannelServiceOrder, 'order').tenant_no = 'foreign'
+        self.db.commit()
+        self.assertEqual(self.records('pilot_service', keyword='Service')['total'], 0)
+        self.assertIsNone(self.records('pilot_service')['list'][0]['serviceOrderName'])
+
+    def test_batch_enrichment_does_not_query_per_row(self):
+        for index in range(20):
+            row_id = str(index)
+            self.db.add(BizCollectionProtocol(id=row_id, tenant_no='t', protocol_no=row_id))
+            self.db.add(BizProtocolPartyCustomer(id=row_id, tenant_no='t', collection_protocol_id=row_id, mother_name='Mother'))
+        self.db.commit()
+        statements = []
+        def count_statement(conn, cursor, statement, parameters, context, executemany):
+            statements.append(statement)
+        event.listen(self.engine, 'before_cursor_execute', count_statement)
+        try:
+            self.records(pageSize=1)
+            small = len(statements)
+            statements.clear()
+            self.assertEqual(len(self.records(pageSize=20)['list']), 20)
+            self.assertEqual(len(statements), small)
+        finally:
+            event.remove(self.engine, 'before_cursor_execute', count_statement)

openspec/changes/project-business-statistics/design.md

@@ -1,5 +1,15 @@
 # 实现设计与接口契约
 
+## 历史归属维护 v2（2026-11-04 已确认）
+
+用户明确采用 [Figma 原型 v2](https://www.figma.com/design/wOQLDAhr1gdlQEXnVaFO9S?node-id=13-23)。范围为 Web 历史归属维护及其后端读取接口，沿用用户先合入 V2.0 再自测的安排。复用 P02 列表和 `pilot-service/pilot-application/index.vue` 的 `panel-pill-tabs`，操作列固定右侧，搜索右对齐。
+
+`RecordList` 仅在 assignment 模式显示四类正式业务 tab 和业务识别列。细胞存储/科研捐赠展示母亲姓名、电话、采集医院、市场专员及采集/捐赠日期；中试展示申请名称、渠道、服务订单名称、患者姓名/电话；基础实验展示课题、客户名称/联系人/电话。公共列保留序号、主单号、状态、项目组、所属项目、创建时间。多个有效子记录以稳定顺序去重连接展示，缺失值显示破折号，采集日期来自采集信息的样本采集时间。
+
+新增 `GET /web/admin/project-management/assignments/records`，严格要求 `project:assignment:edit`，仅接受四类正式业务。原 `/records` 继续服务统计明细，不扩展联系信息；移动接口不变。专用服务复用主单租户、软删除、数据权限和归属筛选。关键词支持单号、姓名/电话、医院/专员、渠道/服务订单名称、课题/客户信息（日期使用现有创建日期条件）；子表使用同租户未删除记录 EXISTS 匹配，不增加主单行数。分页后批量补充项目、医院、人员、患者和服务订单资料，避免逐行查询。
+
+切换 tab 清空关键词、状态、项目组/项目并回第一页，保留日期和仅未归属条件；重新挂载候选选择器避免短暂显示上一个业务的选项。列表请求按序号丢弃过时响应，提供加载、空态和失败重试。归属弹窗绑定选中单据的业务类型，沿用原项目选择权限、关联单据预览、并发快照及审计。预签约不单列 tab，但关联预签约仍随正式单预览和调整。不新增批量操作、数据库字段或迁移。
+
 ## 模块边界
 
 新增 models/project_management.py、services/project_management.py、api/project_management.py。现有四种主表（预签约、采集协议、科研捐赠、中试/基础实验申请）增加可空 project_id，不向下游样本表复制归属。不更改已有课题名称 project_title。

openspec/changes/project-business-statistics/specs/project-management/spec.md

@@ -1,5 +1,20 @@
 ## ADDED Requirements
 
+### Requirement: 按业务识别历史归属单据
+历史归属维护 SHALL 按细胞存储、科研捐赠、中试服务、基础实验展示四个 tab，并提供对应业务识别字段和关键词搜索；列表保持主单分页，右侧固定归属与审计操作。
+#### Scenario: 按联系人或业务信息定位
+- **WHEN** 用户在某类业务输入姓名、电话、医院/专员、渠道/服务订单或课题/客户等该业务支持的关键词
+- **THEN** 仅返回当前租户及数据权限内匹配的有效主单，展示对应业务信息，多条子记录不重复计数；删除和跨租户关联数据不用于匹配或展示。
+#### Scenario: 切换业务及请求竞争
+- **WHEN** 用户切换 tab 或旧请求在新请求后返回
+- **THEN** 切换时清空关键词、状态、项目组/项目并回到第一页，保留日期与仅未归属条件；过时响应不得覆盖当前业务的列表或计数，失败可重试且不保留旧列表。
+#### Scenario: 业务联系信息权限
+- **WHEN** 仅有统计权限的用户读取统计钻取或尝试调用归属维护详情接口
+- **THEN** 统计接口不返回新增联系信息，归属维护详情接口拒绝无 `project:assignment:edit` 权限的访问；全部项目选择权限不扩大主单数据范围。
+#### Scenario: 归属调整仍按关联链执行
+- **WHEN** 用户从某个业务 tab 调整归属
+- **THEN** 目标候选按该单据业务类型及项目权限加载，仍先预览关联单据再确认提交；关联预签约纳入预览和审计，不新增独立预签约 tab。
+
 ### Requirement: 项目管理三级导航
 Web SHALL 使用“项目 → 项目管理 → 项目组管理 / 项目管理 / 业务统计 / 历史归属维护”层级，复用现有导航组件；原页面权限、名称和功能保持。
 #### Scenario: 现有角色升级

openspec/changes/project-business-statistics/tasks.md

@@ -4,6 +4,15 @@
 **架构：** 新管理模块统一校验与统计；现有业务显式接入；前端复用已有样式。
 **技术栈：** FastAPI/SQLAlchemy/Pydantic、Vue3/Element Plus、Vue3/Vant。
 
+## 2026-11-04 历史归属维护四业务 tab
+
+用户已明确“采用原型 v2，继续开发”，继续按用户自测与先合入 V2.0 再测试的指令交付；本轮不运行测试、构建或浏览器业务验收，不关闭工单。
+- [x] 核对四类业务真实字段、现有样式和权限，完成 Figma v2 及用户确认。
+- [x] 新增归属维护专用读取接口：四类主单、业务关键词、同租户有效子表匹配和分页后批量资料读取；统计及移动契约不变。
+- [x] 实现四 tab、各业务识别列、关键词首位、状态语义、固定操作、筛选重置及过时响应防护。
+- [x] 编写 5 个后端回归用例供后续运行；独立源码审查未发现新增 P1/P2，Git 差异核对通过。本轮未执行测试/构建或浏览器验收。
+- [ ] 提交推送、PR 合入 V2.0 并同步主目录，回写待用户测试的提交、入口和覆盖点，保留工单及任务环境。
+
 ## 2026-11-04 菜单增加项目管理分组
 
 用户明确指定层级：项目 → 项目管理 → 项目组管理 / 项目管理 / 业务统计 / 历史归属维护。仅重组现有菜单配置，复用市场三级导航，不新增业务页面或修改页面样式。沿用用户自测及先合入 V2.0 再测试的安排，工单保持开放。

web-admin/src/api/project-management.ts

@@ -21,6 +21,33 @@ export type ProjectOption = {
   disabled?: boolean
 }
 export type ProjectRecord = Record<string, any>
+export type AssignmentBizType = Exclude<BizType, 'presign'>
+export interface AssignmentRecord {
+  id: string
+  bizType: AssignmentBizType
+  bizNo: string | null
+  status: string
+  projectId: string | null
+  projectName: string | null
+  teamId: string | null
+  teamName: string | null
+  createTime: string | null
+  motherName?: string
+  motherPhone?: string
+  hospitalName?: string
+  salesUserName?: string
+  collectionDate?: string
+  donationDate?: string
+  applicationName?: string | null
+  channelName?: string | null
+  serviceOrderName?: string | null
+  patientName?: string
+  patientPhone?: string
+  projectTitle?: string | null
+  customerName?: string | null
+  customerContact?: string | null
+  customerPhone?: string | null
+}
 const base = '/web/admin/project-management'
 export const fetchProjectOptions = (params: {
   bizType?: BizType
@@ -58,6 +85,11 @@ export const fetchProjectRecords = (params: Record<string, unknown>) =>
     url: `${base}/records`,
     params
   })
+export const fetchAssignmentRecords = (params: Record<string, unknown>) =>
+  request.get<{ list: AssignmentRecord[]; total: number; statusCounts: Record<string, number> }>({
+    url: `${base}/assignments/records`,
+    params
+  })
 export const previewAssignment = (data: ProjectRecord) =>
   request.post<{ records: ProjectRecord[] }>({ url: `${base}/assignments/preview`, data })
 export const saveAssignment = (data: ProjectRecord) =>

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

@@ -1,10 +1,29 @@
 <template>
   <div class="page-container">
+    <div v-if="assignment" class="panel-pill-tabs panel-pill-tabs--lg">
+      <div class="panel-pill-tabs__track" role="tablist" aria-label="业务类型">
+        <button
+          v-for="item in assignmentTabs"
+          :key="item.key"
+          type="button"
+          role="tab"
+          class="panel-pill-tabs__btn"
+          :class="{ 'is-active': query.bizType === item.key }"
+          :aria-selected="query.bizType === item.key"
+          @click="switchBusiness(item.key)"
+        >
+          {{ item.title }}
+        </button>
+      </div>
+    </div>
     <div class="filter-block">
       <el-form class="filter-form" label-position="top" @submit.prevent="search"
         ><div class="filter-grid">
-          <el-form-item label="业务类型"
-            ><el-select v-model="query.bizType" @change="search"
+          <el-form-item label="关键词">
+            <el-input v-model="query.keyword" :placeholder="keywordHint" clearable />
+          </el-form-item>
+          <el-form-item v-if="!assignment" label="业务类型"
+            ><el-select v-model="query.bizType" @change="resetBusinessFilters"
               ><el-option
                 v-for="(label, key) in bizLabels"
                 :key="key"
@@ -12,12 +31,20 @@
                 :label="label" /></el-select
           ></el-form-item>
           <el-form-item label="项目组"
-            ><ProjectSelect filter team v-model="query.teamId" :biz-type="query.bizType"
+            ><ProjectSelect
+              :key="`team-${query.bizType}`"
+              filter
+              team
+              v-model="query.teamId"
+              :biz-type="query.bizType"
           /></el-form-item>
           <el-form-item label="项目"
-            ><ProjectSelect filter v-model="query.projectId" :biz-type="query.bizType"
+            ><ProjectSelect
+              :key="`project-${query.bizType}`"
+              filter
+              v-model="query.projectId"
+              :biz-type="query.bizType"
           /></el-form-item>
-          <el-form-item label="关键词"><el-input v-model="query.keyword" clearable /></el-form-item>
           <el-form-item label="当前状态"
             ><el-select v-model="query.status" clearable
               ><el-option
@@ -46,8 +73,20 @@
         ></el-form
       >
     </div>
+    <el-alert v-if="loadError" type="error" :closable="false" title="列表加载失败，请重试">
+      <el-button link type="primary" @click="load">
+        <el-icon><RefreshRight /></el-icon>重试
+      </el-button>
+    </el-alert>
     <div class="list-body list-wrap"
-      ><el-table :data="rows" v-loading="loading" class="list-table" stripe>
+      ><el-table
+        :key="query.bizType"
+        :data="rows"
+        v-loading="loading"
+        class="list-table"
+        stripe
+        :empty-text="loading ? '正在加载…' : loadError ? '数据加载失败' : '暂无符合条件的单据'"
+      >
         <el-table-column
           type="index"
           label="序号"
@@ -56,18 +95,29 @@
           header-align="center"
           :index="(index) => (query.page - 1) * query.pageSize + index + 1"
         />
-        <el-table-column prop="bizNo" label="单据编号" min-width="180" />
+        <el-table-column
+          v-for="column in visibleColumns"
+          :key="column.prop"
+          :prop="column.prop"
+          :label="column.label"
+          :min-width="column.minWidth"
+          show-overflow-tooltip
+        >
+          <template #default="{ row }">{{ formatDisplayOrDash(row[column.prop]) }}</template>
+        </el-table-column>
+        <el-table-column label="状态" min-width="110"
+          ><template #default="{ row }"
+            ><el-tag :type="statusTagType(row.status)" size="small">{{
+              statusLabel(row.status)
+            }}</el-tag></template
+          ></el-table-column
+        >
         <el-table-column prop="teamName" label="项目组" min-width="140" />
-        <el-table-column prop="projectName" label="项目" min-width="160"
+        <el-table-column prop="projectName" label="所属项目" min-width="160"
           ><template #default="{ row }">{{
             row.projectName || '未归属'
           }}</template></el-table-column
         >
-        <el-table-column label="状态" min-width="110"
-          ><template #default="{ row }"
-            ><el-tag type="info">{{ statusLabel(row.status) }}</el-tag></template
-          ></el-table-column
-        >
         <el-table-column prop="createTime" label="创建时间" min-width="180">
           <template #default="{ row }">{{ formatDisplayOrDash(row.createTime) }}</template>
         </el-table-column>
@@ -83,11 +133,12 @@
         > </el-table
       ><div class="pagination list-pager-bar"
         ><el-pagination
-          v-model:current-page="query.page"
+          :current-page="query.page"
           :page-size="query.pageSize"
+          :disabled="loading"
           :total="total"
           layout="total, prev, pager, next"
-          @current-change="load" /></div
+          @current-change="changePage" /></div
     ></div>
     <el-dialog
       v-model="visible"
@@ -102,7 +153,8 @@
         ><el-form-item label="目标项目" required
           ><ProjectSelect
             v-model="target"
-            :biz-type="query.bizType"
+            :key="selected.id"
+            :biz-type="selected.bizType"
             @update:model-value="previewRows = []" /></el-form-item
         ><el-form-item label="调整原因" required
           ><el-input v-model="reason" type="textarea" :maxlength="500" /></el-form-item
@@ -175,18 +227,25 @@
     protocolStatusLabel,
     donationStatusLabel,
     presignOrderStatusLabel,
-    applicationStatusLabel
+    applicationStatusLabel,
+    protocolStatusTagType,
+    donationStatusTagType,
+    presignOrderStatusTagType,
+    applicationStatusTagType
   } from '@/utils/status-tag-registry'
-  import { Search, Edit, Clock, Close, View, Check } from '@element-plus/icons-vue'
+  import { Search, Edit, Clock, Close, View, Check, RefreshRight } from '@element-plus/icons-vue'
+  import { assignmentTabs, assignmentColumns, assignmentKeywordHints } from './assignment-columns'
   import ProjectSelect from '@/components/business/ProjectSelect.vue'
   import { assignmentSnapshot } from '@/utils/project-management'
   import {
     bizLabels,
     fetchProjectRecords,
+    fetchAssignmentRecords,
     previewAssignment,
     saveAssignment,
     fetchAssignmentHistory,
     type BizType,
+    type AssignmentBizType,
     type ProjectRecord
   } from '@/api/project-management'
   const props = defineProps<{ assignment?: boolean; filters?: Record<string, any> }>()
@@ -205,6 +264,7 @@
     total = ref(0),
     statusCounts = ref<Record<string, number>>({}),
     loading = ref(false),
+    loadError = ref(false),
     visible = ref(false),
     busy = ref(false),
     target = ref(''),
@@ -213,6 +273,15 @@
     previewRows = ref<ProjectRecord[]>([]),
     historyVisible = ref(false),
     historyRows = ref<ProjectRecord[]>([])
+  const visibleColumns = computed(() =>
+    props.assignment
+      ? assignmentColumns[query.bizType as AssignmentBizType]
+      : [{ prop: 'bizNo', label: '单据编号', minWidth: 180 }]
+  )
+  const keywordHint = computed(() =>
+    props.assignment ? assignmentKeywordHints[query.bizType as AssignmentBizType] : '请输入单据编号'
+  )
+  let loadVersion = 0
   function statusLabel(status: string) {
     return query.bizType === 'presign'
       ? presignOrderStatusLabel(status)
@@ -222,27 +291,69 @@
           ? donationStatusLabel(status)
           : applicationStatusLabel(status)
   }
+  function statusTagType(status: string) {
+    return query.bizType === 'presign'
+      ? presignOrderStatusTagType(status)
+      : query.bizType === 'cell_storage'
+        ? protocolStatusTagType(status)
+        : query.bizType === 'research_donation'
+          ? donationStatusTagType(status)
+          : applicationStatusTagType(status)
+  }
   async function load() {
+    const version = ++loadVersion
     loading.value = true
+    loadError.value = false
+    rows.value = []
     try {
-      const result = await fetchProjectRecords({
+      const fetchRecords = props.assignment ? fetchAssignmentRecords : fetchProjectRecords
+      const result = await fetchRecords({
         ...props.filters,
         ...query,
         teamId: query.teamId || undefined,
         startDate: dateRange.value?.[0],
         endDate: dateRange.value?.[1]
       })
+      if (version !== loadVersion) return
       rows.value = result.list
       total.value = result.total
       statusCounts.value = result.statusCounts || {}
+    } catch {
+      if (version === loadVersion) {
+        loadError.value = true
+        total.value = 0
+        statusCounts.value = {}
+      }
     } finally {
-      loading.value = false
+      if (version === loadVersion) loading.value = false
     }
   }
+  function resetBusinessFilters() {
+    query.page = 1
+    total.value = 0
+    query.status = ''
+    query.teamId = ''
+    query.projectId = ''
+    query.keyword = ''
+    statusCounts.value = {}
+    visible.value = false
+    historyVisible.value = false
+    search()
+  }
+  function switchBusiness(kind: AssignmentBizType) {
+    if (query.bizType === kind) return
+    query.bizType = kind
+    resetBusinessFilters()
+  }
   function search() {
     query.page = 1
     load()
   }
+  function changePage(page: number) {
+    if (loading.value || loadError.value || page === query.page) return
+    query.page = page
+    load()
+  }
   function open(row: ProjectRecord) {
     selected.value = row
     target.value = ''
@@ -257,13 +368,16 @@
     }
     busy.value = true
     const previewTarget = target.value
+    const previewRecord = selected.value
     try {
       const result = await previewAssignment({
         bizType: selected.value.bizType,
         id: selected.value.id,
         projectId: target.value
       })
-      previewRows.value = target.value === previewTarget ? result.records : []
+      if (selected.value === previewRecord && target.value === previewTarget && visible.value) {
+        previewRows.value = result.records
+      }
     } finally {
       busy.value = false
     }
@@ -288,7 +402,9 @@
     }
   }
   async function history(row: ProjectRecord) {
+    const version = loadVersion
     const result = await fetchAssignmentHistory({ bizType: row.bizType, id: row.id })
+    if (version !== loadVersion) return
     historyRows.value = result.list
     historyVisible.value = true
   }
@@ -301,11 +417,19 @@
           : []
       Object.assign(
         query,
-        { bizType: 'cell_storage', projectId: '', teamId: '', unassigned: false },
+        {
+          bizType: 'cell_storage',
+          projectId: '',
+          teamId: '',
+          keyword: '',
+          status: '',
+          unassigned: false
+        },
         props.filters || {}
       )
       search()
     },
     { immediate: true, deep: true }
   )
+  onBeforeUnmount(() => loadVersion++)
 </script>

web-admin/src/views/project-management/assignment-columns.ts

@@ -0,0 +1,56 @@
+import type { AssignmentBizType, AssignmentRecord } from '@/api/project-management'
+
+interface AssignmentColumn {
+  prop: keyof AssignmentRecord
+  label: string
+  minWidth: number
+}
+
+export const assignmentTabs: { key: AssignmentBizType; title: string }[] = [
+  { key: 'cell_storage', title: '细胞存储' },
+  { key: 'research_donation', title: '科研捐赠' },
+  { key: 'pilot_service', title: '中试服务' },
+  { key: 'basic_experiment', title: '基础实验' }
+]
+
+const collectionColumns: AssignmentColumn[] = [
+  { prop: 'motherName', label: '母亲姓名', minWidth: 120 },
+  { prop: 'motherPhone', label: '母亲电话', minWidth: 150 },
+  { prop: 'hospitalName', label: '采集医院', minWidth: 180 },
+  { prop: 'salesUserName', label: '市场专员', minWidth: 120 }
+]
+
+export const assignmentColumns: Record<AssignmentBizType, AssignmentColumn[]> = {
+  cell_storage: [
+    { prop: 'bizNo', label: '协议单号', minWidth: 180 },
+    ...collectionColumns,
+    { prop: 'collectionDate', label: '采集日期', minWidth: 140 }
+  ],
+  research_donation: [
+    { prop: 'bizNo', label: '捐赠单号', minWidth: 180 },
+    ...collectionColumns,
+    { prop: 'donationDate', label: '捐赠日期', minWidth: 140 }
+  ],
+  pilot_service: [
+    { prop: 'bizNo', label: '申请单号', minWidth: 180 },
+    { prop: 'applicationName', label: '申请名称', minWidth: 180 },
+    { prop: 'channelName', label: '渠道名称', minWidth: 160 },
+    { prop: 'serviceOrderName', label: '服务订单名称', minWidth: 180 },
+    { prop: 'patientName', label: '患者姓名', minWidth: 120 },
+    { prop: 'patientPhone', label: '患者电话', minWidth: 150 }
+  ],
+  basic_experiment: [
+    { prop: 'bizNo', label: '申请单号', minWidth: 180 },
+    { prop: 'projectTitle', label: '课题名称', minWidth: 200 },
+    { prop: 'customerName', label: '客户名称', minWidth: 180 },
+    { prop: 'customerContact', label: '客户联系人', minWidth: 140 },
+    { prop: 'customerPhone', label: '联系电话', minWidth: 150 }
+  ]
+}
+
+export const assignmentKeywordHints: Record<AssignmentBizType, string> = {
+  cell_storage: '协议单号 / 母亲姓名、电话 / 医院 / 市场专员',
+  research_donation: '捐赠单号 / 母亲姓名、电话 / 医院 / 市场专员',
+  pilot_service: '申请单号、名称 / 渠道 / 服务订单 / 患者姓名、电话',
+  basic_experiment: '申请单号 / 课题 / 客户名称、联系人、电话'
+}