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",
+            "PM",
-            "项目管理员，拥有所有权限",
+            "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",
+            "CRA",
-            "数据输入和日常管理人员",
+            "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",
+            "PV",
-            "访视和参与者管理人员",
+            "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",
+            "QA",
-            "医学审核人员",
+            "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",
+            "CTA",
-            "物资和设备管理人员",
+            "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)

backend/app/api/v1/sites.py

@@ -79,7 +79,7 @@ async def create_site(
     module="sites",
     action="read",
     description="查询中心列表",
-    default_roles=["PM", "CRA", "PV", "MEDICAL_REVIEW", "IMP", "QA"],
+    default_roles=["PM", "CRA", "PV", "MEDICAL_REVIEW", "IMP"],
 )
 async def list_sites(
     study_id: uuid.UUID,

backend/tests/test_migrated_endpoints_batch3.py

@@ -317,35 +317,35 @@ async def test_subject_pds_list_with_permission(db_session: AsyncSession):
 
 @pytest.mark.asyncio
 async def test_audit_logs_list_with_permission(db_session: AsyncSession):
-    """验证有权限的QA可以查询审计日志列表"""
+    """验证有权限的PM可以查询审计日志列表"""
     study_id = uuid.uuid4()
     perm = ApiEndpointPermission(
         study_id=study_id,
-        role="QA",
+        role="PM",
         endpoint_key="GET:/studies/{study_id}/audit-logs",
         allowed=True,
     )
     db_session.add(perm)
     await db_session.commit()
 
-    allowed = await role_has_api_permission(db_session, study_id, "QA", "GET:/studies/{study_id}/audit-logs")
+    allowed = await role_has_api_permission(db_session, study_id, "PM", "GET:/studies/{study_id}/audit-logs")
     assert allowed is True
 
 
 @pytest.mark.asyncio
 async def test_audit_logs_export_with_permission(db_session: AsyncSession):
-    """验证有权限的QA可以导出审计日志"""
+    """验证有权限的PM可以导出审计日志"""
     study_id = uuid.uuid4()
     perm = ApiEndpointPermission(
         study_id=study_id,
-        role="QA",
+        role="PM",
         endpoint_key="POST:/studies/{study_id}/audit-logs/export",
         allowed=True,
     )
     db_session.add(perm)
     await db_session.commit()
 
-    allowed = await role_has_api_permission(db_session, study_id, "QA", "POST:/studies/{study_id}/audit-logs/export")
+    allowed = await role_has_api_permission(db_session, study_id, "PM", "POST:/studies/{study_id}/audit-logs/export")
     assert allowed is True
 
 

backend/tests/test_migration_safety.py

@@ -24,3 +24,23 @@ def test_migration_state_check_script_exists():
     assert "studies" in source
     assert "subjects" in source
     assert "monitoring_visit_issues" in source
+
+
+def test_remove_qa_role_migration_casts_json_permissions_for_key_lookup():
+    source = Path("alembic/versions/20260521_01_remove_qa_role.py").read_text(encoding="utf-8")
+
+    assert "permissions ? 'QA'" not in source
+    assert "permissions::jsonb ? 'QA'" in source
+
+
+def test_role_template_copy_migration_updates_display_copy_without_qa_role_key():
+    source = Path("alembic/versions/20260522_01_update_role_template_copy.py").read_text(encoding="utf-8")
+
+    assert "项目负责人，统筹项目全局，协调进度、资源与关键决策。" in source
+    assert "负责各中心临床监查执行，跟进现场质量、数据和问题闭环。" in source
+    assert "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。" in source
+    assert "负责医学审核与稽查，关注质量风险、合规性和医学一致性。" in source
+    assert "负责药物警戒相关工作，跟踪安全性事件并支持风险评估。" in source
+    assert '"IMP": ("CTA"' in source
+    assert '"MEDICAL_REVIEW": ("QA"' in source
+    assert "category = 'QA'" not in source

backend/tests/test_permission_templates.py

@@ -166,7 +166,7 @@ async def test_list_templates_excludes_qa_system_preset(db_session):
         permissions={"QA": {"subjects:read": True}},
     )
     pm_template = PermissionTemplate(
-        name="项目经理",
+        name="PM",
         template_type=TemplateType.ROLE,
         is_system=True,
         category="PM",

frontend/src/components/ApiEndpointPermissions.test.ts

@@ -8,6 +8,15 @@ import type { ApiEndpointPermissionsResponse } from "@/types/api";
 
 vi.mock("@/api/projectPermissions", () => ({
   fetchApiOperations: vi.fn().mockResolvedValue({ data: { operations: [] } }),
+  fetchPermissionTemplates: vi.fn().mockResolvedValue({
+    data: [
+      { category: "PM", name: "PM", description: "项目负责人，统筹项目全局，协调进度、资源与关键决策。" },
+      { category: "CRA", name: "CRA", description: "负责各中心临床监查执行，跟进现场质量、数据和问题闭环。" },
+      { category: "IMP", name: "CTA", description: "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。" },
+      { category: "MEDICAL_REVIEW", name: "QA", description: "负责医学审核与稽查，关注质量风险、合规性和医学一致性。" },
+      { category: "PV", name: "PV", description: "负责药物警戒相关工作，跟踪安全性事件并支持风险评估。" },
+    ],
+  }),
 }));
 
 describe("ApiEndpointPermissions.vue", () => {
@@ -70,6 +79,17 @@ describe("ApiEndpointPermissions.vue", () => {
     expect(source).toContain("updatedMatrix[role][operation_key] = allowed");
   });
 
+  it("renders role headers from template display names while keeping matrix role keys", () => {
+    const source = readFileSync(resolve(__dirname, "./ApiEndpointPermissions.vue"), "utf8");
+
+    expect(source).toContain("useRoleTemplateMeta");
+    expect(source).toContain(':label="roleLabel(role)"');
+    expect(source).toContain(':key="role"');
+    expect(source).toContain("isOperationAllowed(row.operation_key, role)");
+    expect(source).toContain("onPermissionChange(row.operation_key, role, val)");
+    expect(source).not.toContain(':label="role"');
+  });
+
   it("filters endpoints by search text", async () => {
     const wrapper = mount(ApiEndpointPermissions, {
       props: {

frontend/src/components/ApiEndpointPermissions.vue

@@ -55,7 +55,7 @@
         <el-table-column
           v-for="role in roles"
           :key="role"
-          :label="role"
+          :label="roleLabel(role)"
           :width="90"
           align="center"
         >
@@ -81,6 +81,7 @@ import { fetchApiOperations } from "@/api/projectPermissions";
 import { isApiPermissionAllowed } from "@/utils/apiPermissionValue";
 import { useAuthStore } from "@/store/auth";
 import { isSystemAdmin } from "@/utils/roles";
+import { useRoleTemplateMeta } from "@/composables/useRoleTemplateMeta";
 
 interface Operation {
   operation_key: string;
@@ -103,6 +104,7 @@ const props = defineProps<Props>();
 const emit = defineEmits<Emits>();
 
 const auth = useAuthStore();
+const { roleLabel, loadRoleTemplates } = useRoleTemplateMeta();
 const isAdmin = computed(() => isSystemAdmin(auth.user));
 const isRoleEditable = (role: string) => {
   if (role === "ADMIN") return false;
@@ -267,6 +269,7 @@ const onPermissionChange = (operation_key: string, role: string, allowed: boolea
 
 onMounted(() => {
   loadOperations();
+  loadRoleTemplates();
 });
 
 defineExpose({ searchText });

frontend/src/components/PermissionAccessLogs.test.ts

@@ -36,6 +36,18 @@ describe("PermissionAccessLogs", () => {
     expect(source).not.toContain('QA: "QA"');
   });
 
+  it("uses permission template names for role filters and log lines", () => {
+    const source = readSource();
+
+    expect(source).toContain("useRoleTemplateMeta");
+    expect(source).toContain("const { roleLabel, roleOptionsFor, loadRoleTemplates } = useRoleTemplateMeta();");
+    expect(source).toContain("const roleFilterOptions = computed(() => roleOptionsFor(ROLE_FILTER_KEYS));");
+    expect(source).toContain('v-for="role in roleFilterOptions"');
+    expect(source).toContain("role=${roleLabel(row.role)}");
+    expect(source).not.toContain("const ROLE_LABELS");
+    expect(source).not.toContain('label="医学审核" value="MEDICAL_REVIEW"');
+  });
+
   it("uses narrow metric cards without helper subtitles", () => {
     const source = readSource();
 

frontend/src/components/PermissionAccessLogs.vue

@@ -12,12 +12,7 @@
         @change="onFilterChange"
       />
       <el-select v-model="filters.role" placeholder="角色" clearable style="width: 130px" @change="onFilterChange">
-        <el-option label="ADMIN" value="ADMIN" />
+        <el-option v-for="role in roleFilterOptions" :key="role.value" :label="role.label" :value="role.value" />
-        <el-option label="PM" value="PM" />
-        <el-option label="CRA" value="CRA" />
-        <el-option label="PV" value="PV" />
-        <el-option label="医学审核" value="MEDICAL_REVIEW" />
-        <el-option label="IMP" value="IMP" />
       </el-select>
       <el-select v-model="filters.allowed" placeholder="结果" clearable style="width: 100px" @change="onFilterChange">
         <el-option label="允许" :value="true" />
@@ -157,11 +152,13 @@ import type {
   SecurityAccessLogsResponse,
 } from "@/types/api";
 import { Search as SearchIcon } from "@element-plus/icons-vue";
+import { useRoleTemplateMeta } from "@/composables/useRoleTemplateMeta";
 
 const props = withDefaults(defineProps<{ showSecurityLog?: boolean }>(), {
   showSecurityLog: false,
 });
 const showSecurityLog = computed(() => props.showSecurityLog);
+const { roleLabel, roleOptionsFor, loadRoleTemplates } = useRoleTemplateMeta();
 
 const MetricIconVisit = () => h("svg", { viewBox: "0 0 24 24", fill: "none", stroke: "currentColor", "stroke-width": "2" }, [
   h("path", { d: "M1 12s4-8 11-8 11 8 11 8-4 8-11 8-11-8-11-8z" }),
@@ -222,14 +219,8 @@ const filters = reactive({
   allowed: undefined as boolean | undefined,
 });
 
-const ROLE_LABELS: Record<string, string> = {
+const ROLE_FILTER_KEYS = ["ADMIN", "PM", "CRA", "PV", "MEDICAL_REVIEW", "IMP"];
-  ADMIN: "管理员",
+const roleFilterOptions = computed(() => roleOptionsFor(ROLE_FILTER_KEYS));
-  PM: "项目负责人",
-  CRA: "CRA",
-  PV: "PV",
-  MEDICAL_REVIEW: "医学审核",
-  IMP: "药品管理",
-};
 
 const SECURITY_AUTH_LABELS: Record<string, string> = {
   ANONYMOUS: "匿名",
@@ -243,8 +234,6 @@ const formatTerminalTime = (iso: string) => {
   return `${date.getFullYear()}/${pad(date.getMonth() + 1)}/${pad(date.getDate())} ${pad(date.getHours())}:${pad(date.getMinutes())}:${pad(date.getSeconds())}`;
 };
 
-const roleLabel = (role: string) => ROLE_LABELS[role] || role;
-
 const formatIpLocation = (row: AccessLogItem) => {
   const parts = [row.ip_province, row.ip_city, row.ip_isp].filter(Boolean);
   return parts.length ? parts.join(" / ") : row.ip_location;
@@ -437,7 +426,8 @@ const downloadSecurityLog = () => {
   downloadLogFile("security-event-audit.log", securityTerminalLines.value);
 };
 
-onMounted(() => {
+onMounted(async () => {
+  await loadRoleTemplates();
   refresh();
   startRealtimePolling();
 });

frontend/src/components/PermissionTemplateSelector.test.ts

@@ -20,6 +20,10 @@ describe("PermissionTemplateSelector", () => {
   it("reads current project permissions by role key, not by role label", () => {
     const source = readSource();
 
+    expect(source).toContain('<span class="card-name">{{ template.name }}</span>');
+    expect(source).toContain("refreshKey?: number;");
+    expect(source).toContain("watch(() => props.refreshKey, loadTemplates);");
+    expect(source).not.toContain("ROLE_LABELS");
     expect(source).toContain("template.category && props.currentPermissions[template.category]");
     expect(source).toContain("enabledPercent(template.category)");
     expect(source).toContain("countCurrentEnabled(template.category)");

frontend/src/components/PermissionTemplateSelector.vue

@@ -19,7 +19,7 @@
         <div class="card-top">
           <span class="card-icon">{{ roleIcon(template.category) }}</span>
           <div class="card-title-wrap">
-            <span class="card-name">{{ template.category ? (ROLE_LABELS[template.category] || template.name) : template.name }}</span>
+            <span class="card-name">{{ template.name }}</span>
             <span v-if="template.description" class="card-desc">{{ template.description }}</span>
           </div>
           <el-tag v-if="!template.is_system" size="small" effect="dark" round type="success" class="card-badge">自定义</el-tag>
@@ -62,7 +62,7 @@
 </template>
 
 <script setup lang="ts">
-import { ref, onMounted } from "vue";
+import { ref, onMounted, watch } from "vue";
 import { ElMessage } from "element-plus";
 import {
   fetchPermissionTemplates,
@@ -73,6 +73,7 @@ const props = defineProps<{
   studyId: string;
   currentPermissions?: Record<string, Record<string, boolean>>;
   activeRoles?: string[];
+  refreshKey?: number;
 }>();
 
 const emit = defineEmits<{
@@ -81,11 +82,6 @@ const emit = defineEmits<{
 
 const templates = ref<PermissionTemplate[]>([]);
 
-const ROLE_LABELS: Record<string, string> = {
-  PM: "项目负责人", CRA: "CRA", PV: "PV",
-  MEDICAL_REVIEW: "医学审核", IMP: "药品管理员",
-};
-
 const roleIcon = (category: string | null) => {
   const icons: Record<string, string> = {
     PM: "👑", CRA: "📋", PV: "🔍",
@@ -144,6 +140,7 @@ const loadTemplates = async () => {
 };
 
 onMounted(loadTemplates);
+watch(() => props.refreshKey, loadTemplates);
 </script>
 
 <style scoped>

frontend/src/composables/useRoleTemplateMeta.test.ts

@@ -0,0 +1,21 @@
+import { describe, expect, it } from "vitest";
+import { readFileSync } from "node:fs";
+import { resolve } from "node:path";
+
+const readSource = () => readFileSync(resolve(__dirname, "./useRoleTemplateMeta.ts"), "utf8");
+
+describe("useRoleTemplateMeta fallback copy", () => {
+  it("uses polished preset role labels and descriptions without introducing QA role key", () => {
+    const source = readSource();
+
+    expect(source).toContain('PM: { label: "PM"');
+    expect(source).toContain("项目负责人，统筹项目全局，协调进度、资源与关键决策。");
+    expect(source).toContain("负责各中心临床监查执行，跟进现场质量、数据和问题闭环。");
+    expect(source).toContain("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。");
+    expect(source).toContain('MEDICAL_REVIEW: { label: "QA"');
+    expect(source).toContain("负责医学审核与稽查，关注质量风险、合规性和医学一致性。");
+    expect(source).toContain('IMP: { label: "CTA"');
+    expect(source).toContain("负责药物警戒相关工作，跟踪安全性事件并支持风险评估。");
+    expect(source).not.toContain("QA: {");
+  });
+});

frontend/src/composables/useRoleTemplateMeta.ts

@@ -0,0 +1,74 @@
+import { computed, ref } from "vue";
+import { fetchPermissionTemplates, type PermissionTemplate } from "@/api/projectPermissions";
+
+const FALLBACK_ROLE_META: Record<string, { label: string; icon: string; desc: string }> = {
+  ADMIN: { label: "管理员", icon: "🛡️", desc: "系统管理员" },
+  PM: { label: "PM", icon: "👑", desc: "项目负责人，统筹项目全局，协调进度、资源与关键决策。" },
+  CRA: { label: "CRA", icon: "📋", desc: "负责各中心临床监查执行，跟进现场质量、数据和问题闭环。" },
+  PV: { label: "PV", icon: "🔍", desc: "负责药物警戒相关工作，跟踪安全性事件并支持风险评估。" },
+  MEDICAL_REVIEW: { label: "QA", icon: "🏥", desc: "负责医学审核与稽查，关注质量风险、合规性和医学一致性。" },
+  IMP: { label: "CTA", icon: "📦", desc: "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。" },
+};
+
+const templates = ref<PermissionTemplate[]>([]);
+const loading = ref(false);
+let pendingLoad: Promise<void> | null = null;
+
+export const useRoleTemplateMeta = () => {
+  const templateByRole = computed(() => {
+    const result: Record<string, PermissionTemplate> = {};
+    for (const template of templates.value) {
+      if (template.category) result[template.category] = template;
+    }
+    return result;
+  });
+
+  const roleLabel = (role?: string | null) => {
+    if (!role) return "";
+    return templateByRole.value[role]?.name || FALLBACK_ROLE_META[role]?.label || role;
+  };
+
+  const roleDescription = (role?: string | null) => {
+    if (!role) return "";
+    return templateByRole.value[role]?.description || FALLBACK_ROLE_META[role]?.desc || "自定义项目角色";
+  };
+
+  const roleIcon = (role?: string | null) => {
+    if (!role) return "🔧";
+    return FALLBACK_ROLE_META[role]?.icon || "🔧";
+  };
+
+  const roleOptionsFor = (roles: string[]) =>
+    roles.map((role) => ({
+      value: role,
+      key: role,
+      label: roleLabel(role),
+      icon: roleIcon(role),
+      desc: roleDescription(role),
+    }));
+
+  const loadRoleTemplates = async () => {
+    if (pendingLoad) return pendingLoad;
+    loading.value = true;
+    pendingLoad = fetchPermissionTemplates()
+      .then((res) => {
+        templates.value = res.data;
+      })
+      .finally(() => {
+        loading.value = false;
+        pendingLoad = null;
+      });
+    return pendingLoad;
+  };
+
+  return {
+    templates,
+    loading,
+    templateByRole,
+    roleLabel,
+    roleDescription,
+    roleIcon,
+    roleOptionsFor,
+    loadRoleTemplates,
+  };
+};

frontend/src/content/authProtocol.ts

@@ -8,7 +8,7 @@ export const serviceTermsSections: AuthProtocolSection[] = [
     title: "1. 服务条款",
     paragraphs: [
       "本系统为 CTMS 临床试验管理系统，用于支持临床试验项目的账号治理、项目与中心管理、项目里程碑、立项与伦理、启动会与培训授权、受试者管理、访视、AE/SAE、PD、风险问题、费用、药品物资、文件版本、知识库与审计日志等业务协同。",
-      "用户应在所属机构授权范围内使用本系统。系统中的流程提醒、状态跟踪和数据汇总用于辅助项目管理，不替代申办方、研究中心、CRA、PM、PV、医学审核、IMP 或管理员按照法规、方案、SOP 和合同约定应履行的专业判断与职责。",
+      "用户应在所属机构授权范围内使用本系统。系统中的流程提醒、状态跟踪和数据汇总用于辅助项目管理，不替代申办方、研究中心、CRA、PM、PV、QA、CTA 或管理员按照法规、方案、SOP 和合同约定应履行的专业判断与职责。",
     ],
   },
   {
@@ -28,7 +28,7 @@ export const serviceTermsSections: AuthProtocolSection[] = [
   {
     title: "4. 权限与审计",
     paragraphs: [
-      "系统按照管理员、PM、CRA、PV、医学审核、IMP 及普通成员等角色提供不同操作能力。同一账号在不同项目中的角色可能不同，用户仅可在被授权项目和中心范围内执行查看、新增、编辑、审批、关闭、导出等操作。",
+      "系统按照管理员、PM、CRA、PV、QA、CTA 及普通成员等角色提供不同操作能力。同一账号在不同项目中的角色可能不同，用户仅可在被授权项目和中心范围内执行查看、新增、编辑、审批、关闭、导出等操作。",
       "系统会记录关键业务操作和管理操作，包括但不限于账号、项目、成员、中心、AE、费用、文件、审计导出等事件。用户理解并同意这些日志可用于安全追踪、合规核查、问题复盘和内部管理。",
     ],
   },

frontend/src/locales/zh-CN.ts

@@ -958,11 +958,11 @@ export const TEXT = {
   enums: {
     userRole: {
       ADMIN: "管理员",
-      PM: "项目负责人",
+      PM: "PM",
       CRA: "CRA",
       PV: "PV",
-      MEDICAL_REVIEW: "医学审核",
+      MEDICAL_REVIEW: "QA",
-      IMP: "药品管理员",
+      IMP: "CTA",
     },
     userStatus: {
       PENDING: "待审核",

frontend/src/views/StudyHome.test.ts

@@ -0,0 +1,17 @@
+import { describe, expect, it } from "vitest";
+import { readFileSync } from "node:fs";
+import { resolve } from "node:path";
+
+const readSource = () => readFileSync(resolve(__dirname, "./StudyHome.vue"), "utf8");
+
+describe("StudyHome role labels", () => {
+  it("uses permission template names for the current project role label", () => {
+    const source = readSource();
+
+    expect(source).toContain("useRoleTemplateMeta");
+    expect(source).toContain("const { roleLabel: displayRoleLabel, loadRoleTemplates } = useRoleTemplateMeta();");
+    expect(source).toContain("const roleLabel = computed(() => displayRoleLabel(projectRole.value));");
+    expect(source).toContain("loadRoleTemplates();");
+    expect(source).not.toContain("displayEnum(TEXT.enums.userRole, projectRole.value)");
+  });
+});

frontend/src/views/StudyHome.vue

@@ -115,8 +115,8 @@ import KpiCard from "../components/KpiCard.vue";
 import QuickActions from "../components/QuickActions.vue";
 import { List, Warning, Money } from "@element-plus/icons-vue";
 import StateEmpty from "../components/StateEmpty.vue";
-import { displayEnum } from "../utils/display";
 import { getProjectRole, isSystemAdmin } from "../utils/roles";
+import { useRoleTemplateMeta } from "../composables/useRoleTemplateMeta";
 import { TEXT } from "../locales";
 import type { NotificationItem } from "../types/notifications";
 import { useRouter } from "vue-router";
@@ -124,6 +124,7 @@ import { useRouter } from "vue-router";
 const auth = useAuthStore();
 const study = useStudyStore();
 const router = useRouter();
+const { roleLabel: displayRoleLabel, loadRoleTemplates } = useRoleTemplateMeta();
 
 const progress = ref<any>(null);
 const financeSummary = ref<any>(null);
@@ -148,7 +149,7 @@ const projectRole = computed(() => {
   if (isSystemAdmin(auth.user)) return "ADMIN";
   return getProjectRole(study.currentStudy, study.currentStudyRole);
 });
-const roleLabel = computed(() => displayEnum(TEXT.enums.userRole, projectRole.value));
+const roleLabel = computed(() => displayRoleLabel(projectRole.value));
 
 const formatAmount = (val: number) => {
   return new Intl.NumberFormat('zh-CN', { minimumFractionDigits: 2 }).format(val);
@@ -199,6 +200,7 @@ const openDocument = (documentId: string) => {
 };
 
 onMounted(() => {
+  loadRoleTemplates();
   loadData();
 });
 

frontend/src/views/admin/PermissionManagement.test.ts

@@ -7,16 +7,26 @@ const readSource = () => readFileSync(resolve(__dirname, "./PermissionManagement
 describe("permission management custom roles", () => {
   it("uses role management wording in the drawer", () => {
     const source = readSource();
+    const listTabStart = source.indexOf("<!-- 标签页：角色列表 -->");
+    const listTabEnd = source.indexOf("<!-- 标签页：生效管理 -->", listTabStart);
+    const listTabSource = source.slice(listTabStart, listTabEnd);
 
     expect(source).toContain('title="角色管理"');
     expect(source).toContain('label="角色列表"');
-    expect(source).toContain('placeholder="角色类型"');
+    expect(listTabSource).not.toContain('placeholder="角色类型"');
+    expect(listTabSource).not.toContain("typeFilter");
+    expect(listTabSource).not.toContain("loadTemplates");
+    expect(listTabSource).not.toContain('<el-option label="预设角色" value="ROLE" />');
+    expect(listTabSource).not.toContain('<el-option label="自定义角色" value="CUSTOM" />');
+    expect(listTabSource).not.toContain('<el-option label="场景角色" value="SCENARIO" />');
     expect(source).toContain("新增角色");
     expect(source).toContain('label="角色名称"');
     expect(source).toContain("roleDisplayName(row)");
     expect(source).not.toContain('title="权限模板管理"');
     expect(source).not.toContain('label="模板列表"');
     expect(source).not.toContain("新增模板");
+    expect(source).not.toContain("const typeFilter");
+    expect(source).toContain("const res = await fetchPermissionTemplates();");
   });
 
   it("keeps active roles configurable for permissions and members without inline role creation", () => {
@@ -27,11 +37,15 @@ describe("permission management custom roles", () => {
     expect(source).not.toContain("custom-role-entry");
     expect(source).not.toContain("输入自定义角色标识");
     expect(source).toContain("roleOptions");
-    expect(source).toContain("ROLE_LABELS[role] || role");
+    expect(source).toContain("useRoleTemplateMeta");
-    expect(source).toContain("row.category ? roleLabel(row.category) : row.name");
+    expect(source).toContain("const { roleLabel, roleDescription, roleIcon, loadRoleTemplates } = useRoleTemplateMeta();");
+    expect(source).toContain("await loadRoleTemplates();");
+    expect(source).toContain("const roleDisplayName = (row: PermissionTemplate) => row.name;");
     expect(source).toContain("await loadPermissionData();");
     expect(source).toContain('Object.keys(assignableRoleLabels.value)[0] || ""');
     expect(source).toContain('role === "ADMIN"');
+    expect(source).not.toContain("const ALL_ROLES = [");
+    expect(source).not.toContain("const ROLE_LABELS");
   });
 
   it("counts role list permissions from current project permissions when available", () => {
@@ -42,11 +56,13 @@ describe("permission management custom roles", () => {
     expect(source).toContain("if (currentRolePermissions) return countEnabledPermissions(currentRolePermissions);");
   });
 
-  it("uses canonical role labels when opening preset roles for editing", () => {
+  it("uses database role names when listing and editing preset roles", () => {
     const source = readSource();
 
-    expect(source).toContain("const roleLabel = (role: string) => ROLE_LABELS[role] || role;");
+    expect(source).toContain("const { roleLabel, roleDescription, roleIcon, loadRoleTemplates } = useRoleTemplateMeta();");
-    expect(source).toContain("const templateRoleName = (row: PermissionTemplate) => row.category ? roleLabel(row.category) : row.name;");
+    expect(source).toContain("const roleDisplayName = (row: PermissionTemplate) => row.name;");
+    expect(source).toContain("name: row.name, description: row.description ?? \"\",");
+    expect(source).not.toContain("templateRoleName(row)");
     expect(source).toContain("roleDisplayName(row)");
   });
 
@@ -55,8 +71,14 @@ describe("permission management custom roles", () => {
     const dialogStart = source.indexOf("<!-- 新增/编辑角色对话框 -->");
     const dialogEnd = source.indexOf("<!-- 新增成员对话框 -->", dialogStart);
     const dialogSource = source.slice(dialogStart, dialogEnd);
+    const typeIndex = dialogSource.indexOf('label="角色类型"');
+    const nameIndex = dialogSource.indexOf('label="角色名称"');
+    const descriptionIndex = dialogSource.indexOf('label="描述"');
 
     expect(dialogSource).toContain(':disabled="Boolean(editingTemplateId)"');
+    expect(typeIndex).toBeGreaterThanOrEqual(0);
+    expect(nameIndex).toBeGreaterThan(typeIndex);
+    expect(descriptionIndex).toBeGreaterThan(nameIndex);
     expect(source).toContain("const openCreateTemplate = () =>");
     expect(source).toContain("const openEditTemplate = (row: PermissionTemplate) =>");
     expect(source).toContain('template_type: "CUSTOM"');
@@ -77,6 +99,9 @@ describe("permission management custom roles", () => {
     expect(source).toContain('v-for="(label, val) in memberRoleLabels(row)"');
     expect(source).toContain("for (const role of activeRolesInStudy.value)");
     expect(source).toContain("result[role] = roleLabel(role);");
+    expect(source).toContain("{{ role.label }}");
+    expect(source).toContain("{{ role.desc }}");
+    expect(source).toContain("保存 {{ roleLabel(editingRole) }} 权限");
     expect(source).toContain("await updateMember(selectedStudyId.value, memberId, { role_in_study: role });");
     expect(source).toContain("await addMember(selectedStudyId.value, addMemberForm);");
   });
@@ -84,11 +109,7 @@ describe("permission management custom roles", () => {
   it("does not offer QA as a preset project permission role", () => {
     const source = readSource();
 
-    const allRolesStart = source.indexOf("const ALL_ROLES = [");
+    expect(source).not.toContain('key: "QA"');
-    const allRolesEnd = source.indexOf("];", allRolesStart);
-    const allRolesSource = source.slice(allRolesStart, allRolesEnd);
-
-    expect(allRolesSource).not.toContain('key: "QA"');
     expect(source).not.toContain('QA: "QA"');
     expect(source).not.toContain("QA: 60");
   });

frontend/src/views/admin/PermissionManagement.vue

@@ -63,6 +63,7 @@
                 :study-id="selectedStudyId"
                 :current-permissions="currentPermissionsForTemplate"
                 :active-roles="activeRolesInStudy"
+                :refresh-key="templateRefreshKey"
                 @edit-role="openRoleEditor"
               />
               <ApiEndpointPermissions
@@ -242,11 +243,6 @@
         <!-- 标签页：角色列表 -->
         <el-tab-pane label="角色列表" name="list">
           <div class="drawer-toolbar">
-            <el-select v-model="typeFilter" placeholder="角色类型" clearable style="width: 140px" @change="loadTemplates">
-              <el-option label="预设角色" value="ROLE" />
-              <el-option label="场景角色" value="SCENARIO" />
-              <el-option label="自定义角色" value="CUSTOM" />
-            </el-select>
             <div class="filter-spacer" />
             <el-button type="primary" @click="openCreateTemplate">新增角色</el-button>
           </div>
@@ -378,18 +374,18 @@
     <!-- 新增/编辑角色对话框 -->
     <el-dialog v-model="templateDialogVisible" :title="editingTemplateId ? '编辑角色' : '新增角色'" width="520px" @close="resetTemplateForm">
       <el-form :model="templateForm" :rules="templateRules" ref="templateFormRef" label-width="90px">
-        <el-form-item label="角色名称" prop="name">
-          <el-input v-model="templateForm.name" placeholder="请输入角色名称" />
-        </el-form-item>
-        <el-form-item label="描述">
-          <el-input v-model="templateForm.description" type="textarea" :rows="2" placeholder="可选描述" />
-        </el-form-item>
         <el-form-item label="角色类型" prop="template_type">
           <el-select v-model="templateForm.template_type" style="width: 100%" :disabled="Boolean(editingTemplateId)">
             <el-option label="预设角色" value="ROLE" :disabled="!editingTemplateId" />
             <el-option label="自定义角色" value="CUSTOM" :disabled="Boolean(editingTemplateId)" />
           </el-select>
         </el-form-item>
+        <el-form-item label="角色名称" prop="name">
+          <el-input v-model="templateForm.name" placeholder="请输入角色名称" />
+        </el-form-item>
+        <el-form-item label="描述">
+          <el-input v-model="templateForm.description" type="textarea" :rows="2" placeholder="可选描述" />
+        </el-form-item>
       </el-form>
       <template #footer>
         <el-button @click="templateDialogVisible = false">取消</el-button>
@@ -460,6 +456,7 @@ import { useAuthStore } from "@/store/auth";
 import { displayDateTime } from "@/utils/display";
 import { isApiPermissionAllowed } from "@/utils/apiPermissionValue";
 import { isSystemAdmin } from "@/utils/roles";
+import { useRoleTemplateMeta } from "@/composables/useRoleTemplateMeta";
 import ApiEndpointPermissions from "@/components/ApiEndpointPermissions.vue";
 import PermissionMonitoring from "@/components/PermissionMonitoring.vue";
 import PermissionTemplateSelector from "@/components/PermissionTemplateSelector.vue";
@@ -472,19 +469,7 @@ const selectedProjectRole = computed(() => selectedStudy.value?.role_in_study ||
 const isSelectedProjectPm = computed(() => selectedProjectRole.value === "PM");
 const canManageSelectedProject = computed(() => isAdmin.value || isSelectedProjectPm.value);
 
-const ROLE_LABELS: Record<string, string> = {
+const { roleLabel, roleDescription, roleIcon, loadRoleTemplates } = useRoleTemplateMeta();
-  PM: "项目负责人", CRA: "CRA", PV: "PV",
-  MEDICAL_REVIEW: "医学审核", IMP: "药品管理员",
-};
-const roleLabel = (role: string) => ROLE_LABELS[role] || role;
-
-const activeRoleLabels = computed(() => {
-  const result: Record<string, string> = {};
-  for (const role of activeRolesInStudy.value) {
-    result[role] = roleLabel(role);
-  }
-  return result;
-});
 const ROLE_RANK: Record<string, number> = {
   ADMIN: 100, PM: 80, PV: 50, MEDICAL_REVIEW: 50, CRA: 40, IMP: 40,
 };
@@ -757,33 +742,31 @@ const templateDrawerVisible = ref(false);
 const templateDrawerTab = ref<"list" | "active" | "edit-role">("list");
 const templates = ref<PermissionTemplate[]>([]);
 const templatesLoading = ref(false);
-const typeFilter = ref<string | undefined>(undefined);
+const templateRefreshKey = ref(0);
 const templateDialogVisible = ref(false);
 const editingTemplateId = ref<string | null>(null);
 const templateFormRef = ref<FormInstance>();
 const templateSaving = ref(false);
 
-const ALL_ROLES = [
-  { key: "PM", label: "项目负责人", icon: "👑", desc: "项目管理员，拥有所有权限" },
-  { key: "CRA", label: "CRA", icon: "📋", desc: "数据输入和日常管理人员" },
-  { key: "PV", label: "PV", icon: "🔍", desc: "访视和参与者管理人员" },
-  { key: "MEDICAL_REVIEW", label: "医学审核", icon: "🏥", desc: "医学审核人员" },
-  { key: "IMP", label: "药品管理员", icon: "📦", desc: "物资和设备管理人员" },
-];
-
 const activeRolesDraft = ref<string[]>([]);
 const activeRolesLoading = ref(false);
 const activeRolesSaving = ref(false);
 
 const roleOptions = computed(() => {
-  const options = [...ALL_ROLES];
+  const options = templates.value.filter((template) => template.category).map((template) => ({
+    key: template.category!,
+    label: template.name,
+    icon: roleIcon(template.category),
+    desc: template.description || roleDescription(template.category),
+  }));
   const known = new Set(options.map((role) => role.key));
   for (const role of activeRolesDraft.value) {
     if (!known.has(role)) {
-      options.push({ key: role, label: role, icon: "🔧", desc: "自定义项目角色" });
+      options.push({ key: role, label: roleLabel(role), icon: roleIcon(role), desc: roleDescription(role) });
       known.add(role);
     }
   }
+  options.sort((a, b) => (ROLE_RANK[b.key] ?? 0) - (ROLE_RANK[a.key] ?? 0) || a.key.localeCompare(b.key));
   return options;
 });
 
@@ -840,8 +823,7 @@ const templateRules: FormRules = {
 const typeLabel = (t: string) => ({ ROLE: "预设角色", SCENARIO: "场景角色", CUSTOM: "自定义角色" }[t] ?? t);
 const typeTagType = (t: string) =>
   ({ ROLE: "primary", SCENARIO: "warning", CUSTOM: "success" } as Record<string, any>)[t] ?? "info";
-const templateRoleName = (row: PermissionTemplate) => row.category ? roleLabel(row.category) : row.name;
+const roleDisplayName = (row: PermissionTemplate) => row.name;
-const roleDisplayName = (row: PermissionTemplate) => templateRoleName(row);
 const countEnabledPermissions = (permissions: Record<string, boolean>) =>
   Object.values(permissions).filter(Boolean).length;
 const countPermissions = (row: PermissionTemplate) => {
@@ -858,8 +840,10 @@ const countPermissions = (row: PermissionTemplate) => {
 const loadTemplates = async () => {
   templatesLoading.value = true;
   try {
-    const res = await fetchPermissionTemplates(typeFilter.value ? { template_type: typeFilter.value } : undefined);
+    const res = await fetchPermissionTemplates();
     templates.value = res.data;
+    await loadRoleTemplates();
+    templateRefreshKey.value += 1;
   } catch {
     ElMessage.error("加载角色失败");
   } finally {
@@ -876,7 +860,7 @@ const openCreateTemplate = () => {
 const openEditTemplate = (row: PermissionTemplate) => {
   editingTemplateId.value = row.id;
   templateForm.value = {
-    name: templateRoleName(row), description: row.description ?? "",
+    name: row.name, description: row.description ?? "",
     template_type: row.template_type, category: row.category ?? "",
     recommended_roles: row.recommended_roles ?? "", tags: row.tags ?? "",
   };

frontend/src/views/admin/ProjectMembers.test.ts

@@ -32,10 +32,21 @@ describe("ProjectMembers user directory access", () => {
     expect(source).toContain("if (row.user_id === auth.user?.id) return false;");
     expect(source).toContain("if (row.user?.is_admin) return false;");
     expect(source).toContain("const canAssignRole = (role: string)");
-    expect(source).toContain(':disabled="!canAssignRole(\'ADMIN\')"');
+    expect(source).toContain(":disabled=\"!canAssignRole(role.value)\"");
     expect(source).toContain(':disabled="!canEditMember(scope.row)');
   });
 
+  it("uses permission template names for project role display options", () => {
+    const source = readProjectMembers();
+
+    expect(source).toContain("useRoleTemplateMeta");
+    expect(source).toContain("const { roleLabel, roleOptionsFor, loadRoleTemplates } = useRoleTemplateMeta();");
+    expect(source).toContain("const roleOptions = computed(() => roleOptionsFor(ROLE_KEYS));");
+    expect(source).toContain("{{ roleLabel(scope.row.role_in_study) }}");
+    expect(source).not.toContain("displayEnum(TEXT.enums.userRole, scope.row.role_in_study)");
+    expect(source).not.toContain(':label="TEXT.enums.userRole.PM"');
+  });
+
   it("does not offer QA as a project member role preset", () => {
     const source = readProjectMembers();
 

frontend/src/views/admin/ProjectMembers.vue

@@ -12,7 +12,7 @@
           <el-table-column prop="full_name" :label="TEXT.modules.adminProjectMembers.username" min-width="160" />
           <el-table-column prop="role_in_study" :label="TEXT.modules.adminProjectMembers.projectRole" min-width="140">
             <template #default="scope">
-              <el-tag>{{ displayEnum(TEXT.enums.userRole, scope.row.role_in_study) }}</el-tag>
+              <el-tag>{{ roleLabel(scope.row.role_in_study) }}</el-tag>
             </template>
           </el-table-column>
           <el-table-column :label="TEXT.common.fields.status" width="100">
@@ -41,12 +41,13 @@
                 @change="(val: string) => updateRole(scope.row.id, val)"
                 :disabled="!canEditMember(scope.row) || !scope.row.is_active || scope.row.effectiveStatus === 'DISABLED_GLOBAL'"
               >
-                <el-option :label="TEXT.enums.userRole.PM" value="PM" :disabled="!canAssignRole('PM')" />
+                <el-option
-                <el-option :label="TEXT.enums.userRole.CRA" value="CRA" :disabled="!canAssignRole('CRA')" />
+                  v-for="role in roleOptions"
-                <el-option :label="TEXT.enums.userRole.PV" value="PV" :disabled="!canAssignRole('PV')" />
+                  :key="role.value"
-                <el-option :label="TEXT.enums.userRole.MEDICAL_REVIEW" value="MEDICAL_REVIEW" :disabled="!canAssignRole('MEDICAL_REVIEW')" />
+                  :label="role.label"
-                <el-option :label="TEXT.enums.userRole.IMP" value="IMP" :disabled="!canAssignRole('IMP')" />
+                  :value="role.value"
-                <el-option :label="TEXT.enums.userRole.ADMIN" value="ADMIN" :disabled="!canAssignRole('ADMIN')" />
+                  :disabled="!canAssignRole(role.value)"
+                />
               </el-select>
               <span v-if="scope.row.effectiveStatus === 'DISABLED_GLOBAL'" class="hint">{{ TEXT.modules.adminProjectMembers.disabledGlobalDesc }}</span>
               <el-button link type="danger" size="small" :disabled="!canEditMember(scope.row)" @click="onDelete(scope.row)">{{ TEXT.common.actions.delete }}</el-button>
@@ -80,12 +81,13 @@
         </el-form-item>
         <el-form-item :label="TEXT.modules.adminProjectMembers.projectRole" prop="role_in_study">
           <el-select v-model="newMember.role_in_study" :placeholder="TEXT.modules.adminProjectMembers.rolePlaceholder">
-            <el-option :label="TEXT.enums.userRole.PM" value="PM" :disabled="!canAssignRole('PM')" />
+            <el-option
-            <el-option :label="TEXT.enums.userRole.CRA" value="CRA" :disabled="!canAssignRole('CRA')" />
+              v-for="role in roleOptions"
-            <el-option :label="TEXT.enums.userRole.PV" value="PV" :disabled="!canAssignRole('PV')" />
+              :key="role.value"
-            <el-option :label="TEXT.enums.userRole.MEDICAL_REVIEW" value="MEDICAL_REVIEW" :disabled="!canAssignRole('MEDICAL_REVIEW')" />
+              :label="role.label"
-            <el-option :label="TEXT.enums.userRole.IMP" value="IMP" :disabled="!canAssignRole('IMP')" />
+              :value="role.value"
-            <el-option :label="TEXT.enums.userRole.ADMIN" value="ADMIN" :disabled="!canAssignRole('ADMIN')" />
+              :disabled="!canAssignRole(role.value)"
+            />
           </el-select>
         </el-form-item>
       </el-form>
@@ -107,13 +109,15 @@ import type { Study, StudyMember, UserInfo } from "../../types/api";
 import { useAuthStore } from "../../store/auth";
 import { evaluateAction } from "../../guards/actionGuard";
 import { usePermission } from "../../utils/permission";
-import { displayDateTime, displayEnum } from "../../utils/display";
+import { displayDateTime } from "../../utils/display";
 import { TEXT, requiredMessage } from "../../locales";
+import { useRoleTemplateMeta } from "../../composables/useRoleTemplateMeta";
 
 const route = useRoute();
 const projectId = computed(() => route.params.projectId as string);
 const auth = useAuthStore();
 const permission = usePermission();
+const { roleLabel, roleOptionsFor, loadRoleTemplates } = useRoleTemplateMeta();
 
 const project = ref<Study | null>(null);
 const members = ref<StudyMember[]>([]);
@@ -128,6 +132,8 @@ const newMember = reactive({
 });
 const canManageMembers = computed(() => permission.can("project.members.manage"));
 const projectRole = computed(() => project.value?.role_in_study || "");
+const ROLE_KEYS = ["PM", "CRA", "PV", "MEDICAL_REVIEW", "IMP", "ADMIN"];
+const roleOptions = computed(() => roleOptionsFor(ROLE_KEYS));
 const roleRank: Record<string, number> = {
   ADMIN: 100,
   PM: 80,
@@ -343,7 +349,7 @@ const availableUsers = computed(() => {
 });
 
 onMounted(async () => {
-  await Promise.all([loadProject(), loadMembers()]);
+  await Promise.all([loadRoleTemplates(), loadProject(), loadMembers()]);
   loadUsers();
 });
 </script>

frontend/src/views/documents/DocumentDetail.test.ts

@@ -0,0 +1,20 @@
+import { describe, expect, it } from "vitest";
+import { readFileSync } from "node:fs";
+import { resolve } from "node:path";
+
+const readSource = () => readFileSync(resolve(__dirname, "./DocumentDetail.vue"), "utf8");
+
+describe("DocumentDetail role labels", () => {
+  it("uses permission template names for distribution role labels", () => {
+    const source = readSource();
+
+    expect(source).toContain("useRoleTemplateMeta");
+    expect(source).toContain("const { roleLabel, loadRoleTemplates } = useRoleTemplateMeta();");
+    expect(source).toContain("label: roleLabel(value)");
+    expect(source).toContain("label: `${name}（${roleLabel(m.role_in_study)}）`");
+    expect(source).toContain("return roleLabel(row.target_id);");
+    expect(source).toContain("await loadRoleTemplates();");
+    expect(source).not.toContain("displayEnum(TEXT.enums.userRole, value)");
+    expect(source).not.toContain("displayEnum(TEXT.enums.userRole, m.role_in_study)");
+  });
+});

frontend/src/views/documents/DocumentDetail.vue

@@ -243,10 +243,12 @@ import type { UserInfo } from "../../types/api";
 import { useAuthStore } from "../../store/auth";
 import { TEXT } from "../../locales";
 import { displayEnum, displayText, getUserDisplayName } from "../../utils/display";
+import { useRoleTemplateMeta } from "../../composables/useRoleTemplateMeta";
 
 const route = useRoute();
 const router = useRouter();
 const auth = useAuthStore();
+const { roleLabel, loadRoleTemplates } = useRoleTemplateMeta();
 const documentId = computed(() => route.params.id as string);
 
 const loading = ref(false);
@@ -365,17 +367,16 @@ const roleOptions = computed(() => {
   const values = roles.size ? Array.from(roles) : fallbackRoles;
   return values.map((value) => ({
     value,
-    label: displayEnum(TEXT.enums.userRole, value),
+    label: roleLabel(value),
   }));
 });
 
 const memberOptions = computed(() =>
   members.value.map((m) => {
     const name = getUserDisplayName((m as any).user) || (m as any).user?.email || m.user_id;
-    const roleLabel = displayEnum(TEXT.enums.userRole, m.role_in_study);
     return {
       value: m.user_id,
-      label: `${name}（${roleLabel}）`,
+      label: `${name}（${roleLabel(m.role_in_study)}）`,
       role: m.role_in_study,
     };
   })
@@ -383,7 +384,7 @@ const memberOptions = computed(() =>
 
 const displayTarget = (row: Distribution) => {
   if (row.target_type === "ROLE") {
-    return displayEnum(TEXT.enums.userRole, row.target_id);
+    return roleLabel(row.target_id);
   }
   if (row.target_type === "USER") {
     const hit = memberOptions.value.find((m) => m.value === row.target_id);
@@ -658,6 +659,7 @@ const formatDateOnly = (value?: string | null) => {
 };
 
 onMounted(async () => {
+  await loadRoleTemplates();
   await loadDetail();
   await loadDistributions();
 });