统一项目角色展示与预设文案

backend/alembic/versions/20260514_01_add_permission_templates.py

@@ -88,40 +88,40 @@ def _insert_system_templates() -> None:
     templates = [
         (
             "3078efe6-60d6-4623-b7b3-862aac0084cd",
-            "项目经理",
-            "项目管理员，拥有所有权限",
+            "PM",
+            "项目负责人，统筹项目全局，协调进度、资源与关键决策。",
             "PM",
             "PM",
             '{"PM": {"subjects:create": true, "subjects:list": true, "subjects:read": true, "subjects:update": true, "subjects:delete": true, "visits:create": true, "visits:list": true, "visits:read": true, "visits:update": true, "visits:delete": true, "risk_issues:create": true, "risk_issues:list": true, "risk_issues:read": true, "risk_issues:update": true, "risk_issues:delete": true, "finance_contracts:create": true, "finance_contracts:list": true, "finance_contracts:read": true, "finance_contracts:update": true, "finance_contracts:delete": true, "fees_contracts:create": true, "fees_contracts:list": true, "fees_contracts:read": true, "fees_contracts:update": true, "fees_contracts:delete": true, "fees_payments:create": true, "fees_payments:update": true, "fees_payments:delete": true, "project_members:create": true, "project_members:list": true, "project_members:candidates": true, "project_members:update": true, "project_members:delete": true, "sites:create": true, "sites:list": true, "sites:read": true, "sites:update": true, "sites:delete": true, "ethics:create": true, "ethics:list": true, "ethics:read": true, "ethics:update": true, "ethics:delete": true, "feasibility:create": true, "feasibility:list": true, "feasibility:read": true, "feasibility:update": true, "feasibility:delete": true, "budget:create": true, "budget:list": true, "budget:read": true, "budget:update": true, "budget:delete": true, "timeline:create": true, "timeline:list": true, "timeline:read": true, "timeline:update": true, "timeline:delete": true, "permissions:read": true, "permissions:update": true, "overview:read": true, "monitoring_issues:create": true, "monitoring_issues:list": true, "monitoring_issues:read": true, "monitoring_issues:update": true, "monitoring_issues:delete": true, "monitoring_issues:close": true, "monitoring_issues:history": true, "monitoring_audit:create": true, "monitoring_audit:read": true, "monitoring_audit:update": true, "monitoring_audit:delete": true, "drug_shipments:create": true, "drug_shipments:list": true, "drug_shipments:read": true, "drug_shipments:update": true, "drug_shipments:delete": true, "materials:create": true, "materials:list": true, "materials:read": true, "materials:update": true, "materials:delete": true, "subject_pds:create": true, "subject_pds:list": true, "subject_pds:read": true, "subject_pds:update": true, "audit_logs:list": true, "audit_logs:read": true, "audit_logs:export": true, "knowledge_notes:create": true, "knowledge_notes:list": true, "knowledge_notes:read": true, "knowledge_notes:update": true, "knowledge_notes:delete": true, "subject_history:list": true, "subject_history:read": true, "subject_history:timeline": true, "subject_history:export": true, "subject_history:search": true, "milestones:list": true, "milestones:update": true, "attachments:create": true, "attachments:read": true, "attachments:update": true, "attachments:delete": true, "fees_attachments:create": true, "fees_attachments:read": true, "fees_attachments:delete": true, "faq:create": true, "faq:read": true, "faq:update": true, "faq:delete": true, "faq_category:create": true, "faq_category:read": true, "faq_category:update": true, "faq_category:delete": true, "faq_reply:create": true, "faq_reply:delete": true, "dashboard:read": true, "subject_histories:create": true, "subject_histories:list": true, "subject_histories:read": true, "subject_histories:update": true, "subject_histories:delete": true, "material_equipments:create": true, "material_equipments:list": true, "material_equipments:read": true, "material_equipments:update": true, "material_equipments:delete": true, "documents:create": true, "documents:read": true, "documents:update": true, "documents:delete": true}}',
         ),
         (
             "a17e6fd5-f0c6-4723-b166-6c25a595e28d",
-            "临床研究协调员",
-            "数据输入和日常管理人员",
+            "CRA",
+            "负责各中心临床监查执行，跟进现场质量、数据和问题闭环。",
             "CRA",
             "CRA",
             '{"CRA": {"subjects:create": true, "subjects:list": true, "subjects:read": true, "subjects:update": true, "subjects:delete": false, "visits:create": true, "visits:list": true, "visits:read": true, "visits:update": true, "visits:delete": false, "risk_issues:create": true, "risk_issues:list": true, "risk_issues:read": true, "risk_issues:update": true, "risk_issues:delete": false, "finance_contracts:create": false, "finance_contracts:list": true, "finance_contracts:read": true, "finance_contracts:update": false, "finance_contracts:delete": false, "fees_contracts:create": false, "fees_contracts:list": true, "fees_contracts:read": true, "fees_contracts:update": false, "fees_contracts:delete": false, "fees_payments:create": false, "fees_payments:update": false, "fees_payments:delete": false, "project_members:create": false, "project_members:list": false, "project_members:candidates": false, "project_members:update": false, "project_members:delete": false, "sites:create": false, "sites:list": true, "sites:read": true, "sites:update": false, "sites:delete": false, "ethics:create": false, "ethics:list": true, "ethics:read": true, "ethics:update": false, "ethics:delete": false, "feasibility:create": false, "feasibility:list": true, "feasibility:read": true, "feasibility:update": false, "feasibility:delete": false, "budget:create": false, "budget:list": true, "budget:read": true, "budget:update": false, "budget:delete": false, "timeline:create": false, "timeline:list": true, "timeline:read": true, "timeline:update": false, "timeline:delete": false, "permissions:read": false, "permissions:update": false, "overview:read": true, "monitoring_issues:create": true, "monitoring_issues:list": true, "monitoring_issues:read": true, "monitoring_issues:update": true, "monitoring_issues:delete": false, "monitoring_issues:close": true, "monitoring_issues:history": true, "monitoring_audit:create": true, "monitoring_audit:read": true, "monitoring_audit:update": true, "monitoring_audit:delete": false, "drug_shipments:create": false, "drug_shipments:list": true, "drug_shipments:read": true, "drug_shipments:update": false, "drug_shipments:delete": false, "materials:create": false, "materials:list": true, "materials:read": true, "materials:update": false, "materials:delete": false, "subject_pds:create": true, "subject_pds:list": true, "subject_pds:read": true, "subject_pds:update": true, "audit_logs:list": false, "audit_logs:read": false, "audit_logs:export": false, "knowledge_notes:create": true, "knowledge_notes:list": true, "knowledge_notes:read": true, "knowledge_notes:update": true, "knowledge_notes:delete": false, "subject_history:list": true, "subject_history:read": true, "subject_history:timeline": true, "subject_history:export": true, "subject_history:search": true, "milestones:list": true, "milestones:update": false, "attachments:create": true, "attachments:read": true, "attachments:update": true, "attachments:delete": true, "fees_attachments:create": true, "fees_attachments:read": true, "fees_attachments:delete": true, "faq:create": false, "faq:read": true, "faq:update": false, "faq:delete": false, "faq_category:create": false, "faq_category:read": true, "faq_category:update": false, "faq_category:delete": false, "faq_reply:create": true, "faq_reply:delete": false, "dashboard:read": true, "subject_histories:create": true, "subject_histories:list": true, "subject_histories:read": true, "subject_histories:update": true, "subject_histories:delete": false, "material_equipments:create": true, "material_equipments:list": true, "material_equipments:read": true, "material_equipments:update": true, "material_equipments:delete": false, "documents:create": true, "documents:read": true, "documents:update": true, "documents:delete": false}}',
         ),
         (
             "f45fbfda-faed-4b83-b4a8-24ca4011894b",
-            "访视员",
-            "访视和参与者管理人员",
+            "PV",
+            "负责药物警戒相关工作，跟踪安全性事件并支持风险评估。",
             "PV",
             "PV",
             '{"PV": {"subjects:create": false, "subjects:list": true, "subjects:read": true, "subjects:update": false, "subjects:delete": false, "visits:create": false, "visits:list": true, "visits:read": true, "visits:update": false, "visits:delete": false, "risk_issues:create": true, "risk_issues:list": true, "risk_issues:read": true, "risk_issues:update": true, "risk_issues:delete": false, "finance_contracts:create": false, "finance_contracts:list": false, "finance_contracts:read": false, "finance_contracts:update": false, "finance_contracts:delete": false, "fees_contracts:create": false, "fees_contracts:list": false, "fees_contracts:read": false, "fees_contracts:update": false, "fees_contracts:delete": false, "fees_payments:create": false, "fees_payments:update": false, "fees_payments:delete": false, "project_members:create": false, "project_members:list": false, "project_members:candidates": false, "project_members:update": false, "project_members:delete": false, "sites:create": false, "sites:list": true, "sites:read": true, "sites:update": false, "sites:delete": false, "ethics:create": false, "ethics:list": true, "ethics:read": true, "ethics:update": false, "ethics:delete": false, "feasibility:create": false, "feasibility:list": true, "feasibility:read": true, "feasibility:update": false, "feasibility:delete": false, "budget:create": false, "budget:list": false, "budget:read": false, "budget:update": false, "budget:delete": false, "timeline:create": false, "timeline:list": true, "timeline:read": true, "timeline:update": false, "timeline:delete": false, "permissions:read": false, "permissions:update": false, "overview:read": true, "monitoring_issues:create": false, "monitoring_issues:list": true, "monitoring_issues:read": true, "monitoring_issues:update": false, "monitoring_issues:delete": false, "monitoring_issues:close": false, "monitoring_issues:history": true, "monitoring_audit:create": true, "monitoring_audit:read": true, "monitoring_audit:update": true, "monitoring_audit:delete": false, "drug_shipments:create": false, "drug_shipments:list": false, "drug_shipments:read": false, "drug_shipments:update": false, "drug_shipments:delete": false, "materials:create": false, "materials:list": false, "materials:read": false, "materials:update": false, "materials:delete": false, "subject_pds:create": false, "subject_pds:list": true, "subject_pds:read": true, "subject_pds:update": false, "audit_logs:list": false, "audit_logs:read": false, "audit_logs:export": false, "knowledge_notes:create": true, "knowledge_notes:list": true, "knowledge_notes:read": true, "knowledge_notes:update": true, "knowledge_notes:delete": false, "subject_history:list": true, "subject_history:read": true, "subject_history:timeline": true, "subject_history:export": false, "subject_history:search": true, "milestones:list": true, "milestones:update": false, "attachments:create": true, "attachments:read": true, "attachments:update": false, "attachments:delete": false, "fees_attachments:create": false, "fees_attachments:read": true, "fees_attachments:delete": false, "faq:create": false, "faq:read": true, "faq:update": false, "faq:delete": false, "faq_category:create": false, "faq_category:read": true, "faq_category:update": false, "faq_category:delete": false, "faq_reply:create": true, "faq_reply:delete": false, "dashboard:read": true, "subject_histories:create": false, "subject_histories:list": true, "subject_histories:read": true, "subject_histories:update": false, "subject_histories:delete": false, "material_equipments:create": false, "material_equipments:list": true, "material_equipments:read": true, "material_equipments:update": false, "material_equipments:delete": false, "documents:create": false, "documents:read": true, "documents:update": false, "documents:delete": false}}',
         ),
         (
             "b43d06e4-2ee2-4e80-b733-85964d738f40",
-            "医学审核",
-            "医学审核人员",
+            "QA",
+            "负责医学审核与稽查，关注质量风险、合规性和医学一致性。",
             "MEDICAL_REVIEW",
             "MEDICAL_REVIEW",
             '{"MEDICAL_REVIEW": {"subjects:create": false, "subjects:list": true, "subjects:read": true, "subjects:update": false, "subjects:delete": false, "visits:create": false, "visits:list": true, "visits:read": true, "visits:update": false, "visits:delete": false, "risk_issues:create": true, "risk_issues:list": true, "risk_issues:read": true, "risk_issues:update": true, "risk_issues:delete": false, "finance_contracts:create": false, "finance_contracts:list": false, "finance_contracts:read": false, "finance_contracts:update": false, "finance_contracts:delete": false, "fees_contracts:create": false, "fees_contracts:list": false, "fees_contracts:read": false, "fees_contracts:update": false, "fees_contracts:delete": false, "fees_payments:create": false, "fees_payments:update": false, "fees_payments:delete": false, "project_members:create": false, "project_members:list": false, "project_members:candidates": false, "project_members:update": false, "project_members:delete": false, "sites:create": false, "sites:list": true, "sites:read": true, "sites:update": false, "sites:delete": false, "ethics:create": false, "ethics:list": true, "ethics:read": true, "ethics:update": false, "ethics:delete": false, "feasibility:create": false, "feasibility:list": true, "feasibility:read": true, "feasibility:update": false, "feasibility:delete": false, "budget:create": false, "budget:list": false, "budget:read": false, "budget:update": false, "budget:delete": false, "timeline:create": false, "timeline:list": false, "timeline:read": false, "timeline:update": false, "timeline:delete": false, "permissions:read": false, "permissions:update": false, "overview:read": true, "monitoring_issues:create": false, "monitoring_issues:list": true, "monitoring_issues:read": true, "monitoring_issues:update": false, "monitoring_issues:delete": false, "monitoring_issues:close": false, "monitoring_issues:history": true, "monitoring_audit:create": true, "monitoring_audit:read": true, "monitoring_audit:update": true, "monitoring_audit:delete": false, "drug_shipments:create": false, "drug_shipments:list": false, "drug_shipments:read": false, "drug_shipments:update": false, "drug_shipments:delete": false, "materials:create": false, "materials:list": false, "materials:read": false, "materials:update": false, "materials:delete": false, "subject_pds:create": false, "subject_pds:list": true, "subject_pds:read": true, "subject_pds:update": false, "audit_logs:list": false, "audit_logs:read": false, "audit_logs:export": false, "knowledge_notes:create": true, "knowledge_notes:list": true, "knowledge_notes:read": true, "knowledge_notes:update": true, "knowledge_notes:delete": false, "subject_history:list": true, "subject_history:read": true, "subject_history:timeline": true, "subject_history:export": false, "subject_history:search": true, "milestones:list": true, "milestones:update": false, "attachments:create": false, "attachments:read": true, "attachments:update": false, "attachments:delete": false, "fees_attachments:create": false, "fees_attachments:read": false, "fees_attachments:delete": false, "faq:create": false, "faq:read": true, "faq:update": false, "faq:delete": false, "faq_category:create": false, "faq_category:read": true, "faq_category:update": false, "faq_category:delete": false, "faq_reply:create": true, "faq_reply:delete": false, "dashboard:read": true, "subject_histories:create": false, "subject_histories:list": true, "subject_histories:read": true, "subject_histories:update": false, "subject_histories:delete": false, "material_equipments:create": false, "material_equipments:list": true, "material_equipments:read": true, "material_equipments:update": false, "material_equipments:delete": false, "documents:create": false, "documents:read": true, "documents:update": false, "documents:delete": false}}',
         ),
         (
             "1e38cffb-a7f2-4243-a31c-1a4f8ce66a05",
-            "物资管理员",
-            "物资和设备管理人员",
+            "CTA",
+            "负责合同、药品及相关项目事务管理，保障执行支持与物资协同。",
             "IMP",
             "IMP",
             '{"IMP": {"subjects:create": false, "subjects:list": true, "subjects:read": true, "subjects:update": false, "subjects:delete": false, "visits:create": false, "visits:list": true, "visits:read": true, "visits:update": false, "visits:delete": false, "risk_issues:create": false, "risk_issues:list": true, "risk_issues:read": true, "risk_issues:update": false, "risk_issues:delete": false, "finance_contracts:create": false, "finance_contracts:list": true, "finance_contracts:read": true, "finance_contracts:update": false, "finance_contracts:delete": false, "fees_contracts:create": false, "fees_contracts:list": true, "fees_contracts:read": true, "fees_contracts:update": false, "fees_contracts:delete": false, "fees_payments:create": false, "fees_payments:update": false, "fees_payments:delete": false, "project_members:create": false, "project_members:list": false, "project_members:candidates": false, "project_members:update": false, "project_members:delete": false, "sites:create": false, "sites:list": true, "sites:read": true, "sites:update": false, "sites:delete": false, "ethics:create": false, "ethics:list": false, "ethics:read": false, "ethics:update": false, "ethics:delete": false, "feasibility:create": false, "feasibility:list": false, "feasibility:read": false, "feasibility:update": false, "feasibility:delete": false, "budget:create": false, "budget:list": true, "budget:read": true, "budget:update": false, "budget:delete": false, "timeline:create": false, "timeline:list": false, "timeline:read": false, "timeline:update": false, "timeline:delete": false, "permissions:read": false, "permissions:update": false, "overview:read": true, "monitoring_issues:create": false, "monitoring_issues:list": false, "monitoring_issues:read": false, "monitoring_issues:update": false, "monitoring_issues:delete": false, "monitoring_issues:close": false, "monitoring_issues:history": false, "monitoring_audit:create": false, "monitoring_audit:read": false, "monitoring_audit:update": false, "monitoring_audit:delete": false, "drug_shipments:create": true, "drug_shipments:list": true, "drug_shipments:read": true, "drug_shipments:update": true, "drug_shipments:delete": false, "materials:create": true, "materials:list": true, "materials:read": true, "materials:update": true, "materials:delete": false, "subject_pds:create": false, "subject_pds:list": false, "subject_pds:read": false, "subject_pds:update": false, "audit_logs:list": false, "audit_logs:read": false, "audit_logs:export": false, "knowledge_notes:create": false, "knowledge_notes:list": true, "knowledge_notes:read": true, "knowledge_notes:update": false, "knowledge_notes:delete": false, "subject_history:list": false, "subject_history:read": false, "subject_history:timeline": false, "subject_history:export": false, "subject_history:search": false, "milestones:list": true, "milestones:update": false, "attachments:create": false, "attachments:read": true, "attachments:update": false, "attachments:delete": false, "fees_attachments:create": false, "fees_attachments:read": false, "fees_attachments:delete": false, "faq:create": false, "faq:read": true, "faq:update": false, "faq:delete": false, "faq_category:create": false, "faq_category:read": true, "faq_category:update": false, "faq_category:delete": false, "faq_reply:create": false, "faq_reply:delete": false, "dashboard:read": true, "subject_histories:create": false, "subject_histories:list": true, "subject_histories:read": true, "subject_histories:update": false, "subject_histories:delete": false, "material_equipments:create": false, "material_equipments:list": true, "material_equipments:read": true, "material_equipments:update": false, "material_equipments:delete": false, "documents:create": false, "documents:read": true, "documents:update": false, "documents:delete": false}}',

backend/alembic/versions/20260521_01_remove_qa_role.py

@@ -41,14 +41,14 @@ def upgrade() -> None:
         DELETE FROM permission_template_versions
         WHERE template_id IN (
             SELECT id FROM permission_templates
-            WHERE category = 'QA' OR recommended_roles = 'QA' OR permissions ? 'QA'
+            WHERE category = 'QA' OR recommended_roles = 'QA' OR (permissions::jsonb ? 'QA')
         )
         """
     )
     op.execute(
         """
         DELETE FROM permission_templates
-        WHERE category = 'QA' OR recommended_roles = 'QA' OR permissions ? 'QA'
+        WHERE category = 'QA' OR recommended_roles = 'QA' OR (permissions::jsonb ? 'QA')
         """
     )
     op.execute(

backend/alembic/versions/20260522_01_update_role_template_copy.py

@@ -0,0 +1,58 @@
+"""update role template copy
+
+Revision ID: 20260522_01
+Revises: 20260521_01
+Create Date: 2026-05-22 09:00:00.000000
+
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+
+
+revision: str = "20260522_01"
+down_revision: Union[str, None] = "20260521_01"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+ROLE_TEMPLATE_COPY = {
+    "PM": ("PM", "项目负责人，统筹项目全局，协调进度、资源与关键决策。"),
+    "CRA": ("CRA", "负责各中心临床监查执行，跟进现场质量、数据和问题闭环。"),
+    "IMP": ("CTA", "负责合同、药品及相关项目事务管理，保障执行支持与物资协同。"),
+    "MEDICAL_REVIEW": ("QA", "负责医学审核与稽查，关注质量风险、合规性和医学一致性。"),
+    "PV": ("PV", "负责药物警戒相关工作，跟踪安全性事件并支持风险评估。"),
+}
+
+PREVIOUS_ROLE_TEMPLATE_COPY = {
+    "PM": ("项目经理", "项目管理员，拥有所有权限"),
+    "CRA": ("临床研究协调员", "数据输入和日常管理人员"),
+    "IMP": ("物资管理员", "物资和设备管理人员"),
+    "MEDICAL_REVIEW": ("医学审核", "医学审核人员"),
+    "PV": ("访视员", "访视和参与者管理人员"),
+}
+
+
+def _update_role_copy(category: str, name: str, description: str) -> None:
+    op.execute(
+        f"""
+        UPDATE permission_templates
+        SET name = '{name}',
+            description = '{description}',
+            updated_at = NOW()
+        WHERE category = '{category}'
+          AND template_type = 'ROLE'
+          AND is_system = true
+        """
+    )
+
+
+def upgrade() -> None:
+    for category, (name, description) in ROLE_TEMPLATE_COPY.items():
+        _update_role_copy(category, name, description)
+
+
+def downgrade() -> None:
+    for category, (name, description) in PREVIOUS_ROLE_TEMPLATE_COPY.items():
+        _update_role_copy(category, name, description)