清理全局角色残留并修复项目权限判断

backend/alembic/versions/20260529_01_remove_user_global_role.py

@@ -0,0 +1,44 @@
+"""remove user global role
+
+Revision ID: 20260529_01
+Revises: 20260528_01
+Create Date: 2026-05-29 10:15:00.000000
+
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision: str = "20260529_01"
+down_revision: Union[str, None] = "20260528_01"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    conn = op.get_bind()
+    inspector = sa.inspect(conn)
+    columns = {column["name"] for column in inspector.get_columns("users")}
+
+    if "is_admin" not in columns:
+        op.add_column("users", sa.Column("is_admin", sa.Boolean(), nullable=False, server_default=sa.false()))
+
+    if "role" in columns:
+        op.execute("UPDATE users SET is_admin = true WHERE role::text = 'ADMIN'")
+        op.drop_column("users", "role")
+
+    op.execute("DROP TYPE IF EXISTS user_role")
+
+
+def downgrade() -> None:
+    op.execute("CREATE TYPE user_role AS ENUM ('ADMIN', 'PM', 'CRA', 'PV', 'QA', 'CTA')")
+    op.add_column(
+        "users",
+        sa.Column("role", sa.Enum("ADMIN", "PM", "CRA", "PV", "QA", "CTA", name="user_role"), nullable=True),
+    )
+    op.execute("UPDATE users SET role = CASE WHEN is_admin THEN 'ADMIN'::user_role ELSE 'PV'::user_role END")
+    op.alter_column("users", "role", nullable=False)
+    op.drop_column("users", "is_admin")

backend/app/api/v1/admin_users.py

@@ -3,9 +3,9 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, Query, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_db_session, require_roles
+from app.core.deps import get_db_session, is_system_admin, require_roles
 from app.crud import user as user_crud
-from app.models.user import User, UserRole, UserStatus
+from app.models.user import User, UserStatus
 from app.schemas.user import AdminUserListResponse, UserAdminReviewRequest, UserResponse
 
 router = APIRouter(prefix="/users")
@@ -15,7 +15,7 @@ router = APIRouter(prefix="/users")
 async def list_users_for_review(
     status_filter: UserStatus = Query(default=UserStatus.PENDING, alias="status"),
     db: AsyncSession = Depends(get_db_session),
-    current_user=Depends(require_roles([UserRole.ADMIN.value])),
+    current_user=Depends(require_roles(["ADMIN"])),
 ) -> AdminUserListResponse:
     users = await user_crud.list_users_by_status(db, status=status_filter)
     return AdminUserListResponse(items=list(users), total=len(users))
@@ -25,7 +25,7 @@ async def _get_review_user(db: AsyncSession, user_id: uuid.UUID) -> User:
     user = await user_crud.get_by_id(db, user_id)
     if not user:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="用户不存在")
-    if user.role == UserRole.ADMIN:
+    if is_system_admin(user):
         raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="管理员账号不允许审核")
     return user
 
@@ -35,7 +35,7 @@ async def approve_user(
     user_id: uuid.UUID,
     review: UserAdminReviewRequest,
     db: AsyncSession = Depends(get_db_session),
-    current_user=Depends(require_roles([UserRole.ADMIN.value])),
+    current_user=Depends(require_roles(["ADMIN"])),
 ) -> UserResponse:
     if review.action != "approve":
         raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="非法操作")
@@ -51,7 +51,7 @@ async def reject_user(
     user_id: uuid.UUID,
     review: UserAdminReviewRequest,
     db: AsyncSession = Depends(get_db_session),
-    current_user=Depends(require_roles([UserRole.ADMIN.value])),
+    current_user=Depends(require_roles(["ADMIN"])),
 ) -> UserResponse:
     if review.action not in ("reject", "approve"):
         raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="非法操作")

backend/app/api/v1/aes.py

@@ -5,7 +5,7 @@ from datetime import date
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_cra_site_scope, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import ae as ae_crud
 from app.crud import audit as audit_crud
 from app.crud import member as member_crud
@@ -79,7 +79,7 @@ async def create_ae(
         action="CREATE_AE",
         detail=f"AE {ae.id} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     data = AERead.model_validate(ae)
     data.is_overdue = _is_overdue(data)
@@ -249,7 +249,7 @@ async def update_ae(
         action=action,
         detail=json.dumps({"before": detail_before, "after": detail_after}, ensure_ascii=False, default=str),
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     data = AERead.model_validate(updated)
     data.is_overdue = _is_overdue(data)
@@ -281,5 +281,5 @@ async def delete_ae(
         action="DELETE_AE",
         detail=f"AE {ae_id} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/api_permissions.py

@@ -9,7 +9,7 @@ from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_member, require_study_roles
+from app.core.deps import get_current_user, get_db_session, is_system_admin, require_study_member, require_system_permission
 from app.core.project_permissions import (
     get_api_endpoint_permissions,
     replace_api_endpoint_permissions,
@@ -163,8 +163,7 @@ async def get_my_study_api_permissions(
     db: Annotated[AsyncSession, Depends(get_db_session)] = None,
 ):
     """获取当前用户当前项目角色的有效权限。"""
-    role_value = current_user.role.value if hasattr(current_user.role, "value") else str(current_user.role)
+    if is_system_admin(current_user):
-    if role_value == "ADMIN":
         return {
             "ADMIN": {
                 endpoint_key: {"allowed": True}
@@ -192,7 +191,7 @@ async def get_my_study_api_permissions(
 )
 async def get_study_api_permissions(
     study_id: uuid.UUID,
-    _=Depends(require_study_roles(["PM"])),
+    _=Depends(require_system_permission("system:permissions:project_config")),
     db: Annotated[AsyncSession, Depends(get_db_session)] = None,
 ):
     """获取项目的接口级权限矩阵
@@ -233,7 +232,7 @@ async def get_study_api_permissions(
 async def update_study_api_permissions(
     study_id: uuid.UUID,
     payload: dict[str, dict[str, bool]],
-    _=Depends(require_study_roles(["PM"])),
+    _=Depends(require_system_permission("system:permissions:project_config")),
     current_user=Depends(get_current_user),
     db: Annotated[AsyncSession, Depends(get_db_session)] = None,
 ):
@@ -248,13 +247,12 @@ async def update_study_api_permissions(
     """
     # 验证输入
     configurable_roles = set(await _get_configurable_roles(db, study_id))
-    current_role = current_user.role.value if hasattr(current_user.role, "value") else str(current_user.role)
     for role in payload.keys():
         if role == "ADMIN":
             continue
         if role not in configurable_roles:
             raise ValueError(f"无效的角色: {role}")
-        if role == "PM" and current_role != "ADMIN":
+        if role == "PM" and not is_system_admin(current_user):
             raise HTTPException(
                 status_code=status.HTTP_403_FORBIDDEN,
                 detail="仅系统管理员可修改项目负责人权限",

backend/app/api/v1/attachments.py

@@ -8,7 +8,7 @@ from fastapi import APIRouter, Depends, File, HTTPException, UploadFile, status,
 from fastapi.responses import FileResponse
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, get_study_member, require_study_not_locked
+from app.core.deps import get_current_user, get_db_session, get_operator_role_label, get_study_member, is_system_admin, require_study_not_locked
 from app.core.project_permissions import role_has_api_permission
 from app.crud import attachment as attachment_crud
 from app.crud import audit as audit_crud
@@ -71,10 +71,6 @@ async def _ensure_study_exists(db: AsyncSession, study_id: uuid.UUID):
     return study
 
 
-def _role_value(user) -> str:
-    return user.role.value if hasattr(user.role, "value") else user.role
-
-
 def _attachment_operation(action: str) -> str:
     if action in {"create", "read", "delete"}:
         return action
@@ -154,8 +150,7 @@ async def _ensure_attachment_permission(
     membership=None,
 ) -> None:
     parent_permission = await _resolve_attachment_parent_permission(db, study_id, entity_type, entity_id, action)
-    role_value = _role_value(current_user)
+    if is_system_admin(current_user):
-    if role_value == "ADMIN":
         return
 
     if membership is None:
@@ -238,7 +233,7 @@ async def upload_attachment(
         action="UPLOAD_FILE",
         detail=f"文件已上传：{file.filename}",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return AttachmentRead(
         id=attachment.id,
@@ -349,7 +344,7 @@ async def _authorize_global(request: Request, db: AsyncSession, study_id: uuid.U
     user = await user_crud.get_by_id(db, uuid.UUID(str(payload.get("sub"))))
     if not user or not user.is_active:
         raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail="账号不存在或已停用")
-    if _role_value(user) == "ADMIN":
+    if is_system_admin(user):
         return user, None
     membership = await member_crud.get_member(db, study_id, user.id)
     if not membership or not membership.is_active:
@@ -429,7 +424,7 @@ async def global_delete_attachment(
         db, attachment.study_id, attachment.entity_type, attachment.entity_id, "delete", user, membership
     )
     can_delete = (
-        _role_value(user) == "ADMIN"
+        is_system_admin(user)
         or attachment.uploaded_by == user.id
         or membership is not None
     )
@@ -444,7 +439,7 @@ async def global_delete_attachment(
         action="DELETE_ATTACHMENT",
         detail=f"文件已删除：{attachment.filename}",
         operator_id=user.id,
-        operator_role=user.role,
+        operator_role=await get_operator_role_label(db, attachment.study_id, user),
     )
 
 
@@ -476,11 +471,11 @@ async def delete_attachment(
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="附件不存在")
 
     membership = None
-    if _role_value(current_user) != "ADMIN":
+    if not is_system_admin(current_user):
         membership = await get_study_member(study_id, current_user=current_user, db=db)
 
     can_delete = (
-        _role_value(current_user) == "ADMIN"
+        is_system_admin(current_user)
         or attachment.uploaded_by == current_user.id
         or membership is not None
     )
@@ -496,5 +491,5 @@ async def delete_attachment(
         action="DELETE_ATTACHMENT",
         detail=f"文件已删除：{attachment.filename}",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/audit_logs.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_roles, require_study_member, require_api_permission
+from app.core.deps import get_operator_role_label, get_current_user, get_db_session, require_roles, require_api_permission
 from app.crud import audit as audit_crud
 from app.schemas.audit import AuditEventCreate, AuditLogRead
 
@@ -57,11 +57,11 @@ async def delete_audit_log(
 @router.post(
     "/events",
     status_code=status.HTTP_201_CREATED,
-    dependencies=[Depends(require_study_member())],
 )
 async def create_audit_event(
     study_id: uuid.UUID,
     payload: AuditEventCreate,
+    _export_permission=Depends(require_api_permission("audit_logs:export")),
     db: AsyncSession = Depends(get_db_session),
     current_user=Depends(get_current_user),
 ):
@@ -76,6 +76,6 @@ async def create_audit_event(
         action=payload.action,
         detail=payload.detail,
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return {"ok": True}

backend/app/api/v1/auth.py

@@ -11,7 +11,7 @@ from app.core.login_crypto import create_login_challenge, decrypt_login_payload,
 from app.core.security import create_access_token, decode_token_allow_expired, oauth2_scheme, verify_password
 from app.core.deps import get_current_user, get_db_session
 from app.crud import user as user_crud
-from app.models.user import UserRole, UserStatus
+from app.models.user import UserStatus
 from app.schemas.user import Token, UserRead, UserRegisterRequest, UserSelfUpdate, UserUpdate
 from fastapi.responses import FileResponse
 
@@ -57,7 +57,6 @@ def issue_user_token(db_user) -> Token:
     session_start = datetime.now(timezone.utc)
     access_token = create_access_token(
         user_id=str(db_user.id),
-        role=db_user.role.value if hasattr(db_user.role, "value") else db_user.role,
         expires_minutes=None,
         session_start=session_start,
     )
@@ -191,7 +190,6 @@ async def extend_access_token(
         session_start = datetime.now(timezone.utc)
     new_token = create_access_token(
         user_id=str(db_user.id),
-        role=db_user.role.value if hasattr(db_user.role, "value") else db_user.role,
         expires_minutes=None,
         session_start=session_start,
     )
@@ -210,7 +208,6 @@ async def unlock_session(
     session_start = datetime.now(timezone.utc)
     access_token = create_access_token(
         user_id=str(db_user.id),
-        role=db_user.role.value if hasattr(db_user.role, "value") else db_user.role,
         expires_minutes=None,
         session_start=session_start,
     )

backend/app/api/v1/dashboard.py

@@ -3,7 +3,7 @@ from fastapi import APIRouter, Depends
 from sqlalchemy import func, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, require_study_member, require_api_permission
+from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, is_system_admin, require_api_permission
 from app.core.project_permissions import role_has_api_permission
 from app.crud import member as member_crud
 from app.models.milestone import Milestone
@@ -16,13 +16,10 @@ from app.crud import overview as overview_crud
 router = APIRouter()
 
 
-def _role_value(user) -> str:
+@router.get("/progress", response_model=StudyProgressRead)
-    return user.role.value if hasattr(user.role, "value") else str(user.role)
-
-
-@router.get("/progress", response_model=StudyProgressRead, dependencies=[Depends(require_study_member())])
 async def get_progress(
     study_id: uuid.UUID,
+    _=Depends(require_api_permission("project_overview:read")),
     db: AsyncSession = Depends(get_db_session),
 ) -> StudyProgressRead:
     milestone_total_stmt = select(func.count()).select_from(Milestone).where(Milestone.study_id == study_id)
@@ -42,10 +39,11 @@ async def get_progress(
     )
 
 
-@router.get("/lost-visits", response_model=list[VisitLostItem], dependencies=[Depends(require_study_member())])
+@router.get("/lost-visits", response_model=list[VisitLostItem])
 async def list_lost_visits(
     study_id: uuid.UUID,
     limit: int = 20,
+    _=Depends(require_api_permission("project_overview:read")),
     db: AsyncSession = Depends(get_db_session),
     current_user=Depends(get_current_user),
 ) -> list[VisitLostItem]:
@@ -68,18 +66,15 @@ async def list_lost_visits(
     return items
 
 
-@router.get("/center-summary", response_model=list[CenterSummaryItem], dependencies=[
+@router.get("/center-summary", response_model=list[CenterSummaryItem])
-    Depends(require_study_member()),
-    Depends(require_api_permission("project_overview:read"))
-])
 async def get_center_summary(
     study_id: uuid.UUID,
+    _=Depends(require_api_permission("project_overview:read")),
     db: AsyncSession = Depends(get_db_session),
     current_user=Depends(get_current_user),
 ) -> list[CenterSummaryItem]:
-    role_value = _role_value(current_user)
     membership = None
-    if role_value != "ADMIN":
+    if not is_system_admin(current_user):
         membership = await member_crud.get_member(db, study_id, current_user.id)
         if not membership or not membership.is_active:
             return []

backend/app/api/v1/documents.py

@@ -1,7 +1,7 @@
 import uuid
 from typing import Optional
 
-from fastapi import APIRouter, Depends, File, Form, HTTPException, Query, UploadFile, status
+from fastapi import APIRouter, Depends, File, Form, Query, UploadFile, status
 from fastapi.responses import FileResponse
 from sqlalchemy.ext.asyncio import AsyncSession
 
@@ -11,7 +11,6 @@ from app.schemas.common import PaginatedResponse
 from app.schemas.distribution import DistributionCreate, DistributionRead
 from app.schemas.document import DocumentCreate, DocumentDetail, DocumentSummary
 from app.schemas.document_version import DocumentVersionRead
-from app.models.user import UserRole
 from app.services import document_service
 from app.utils.pagination import paginate
 
@@ -73,9 +72,6 @@ async def delete_document(
     db: AsyncSession = Depends(get_db_session),
     current_user=Depends(get_current_user),
 ) -> DocumentSummary:
-    role_value = current_user.role.value if hasattr(current_user.role, "value") else current_user.role
-    if role_value != UserRole.ADMIN.value:
-        raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="仅管理员可删除文档")
     doc = await document_service.delete_document(db, document_id, current_user)
     return DocumentSummary.model_validate(doc)
 
@@ -123,9 +119,6 @@ async def delete_version(
     db: AsyncSession = Depends(get_db_session),
     current_user=Depends(get_current_user),
 ) -> None:
-    role_value = current_user.role.value if hasattr(current_user.role, "value") else current_user.role
-    if role_value != UserRole.ADMIN.value:
-        raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="仅管理员可删除版本")
     await document_service.delete_version(db, version_id, current_user)
 
 

backend/app/api/v1/drug_shipments.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_cra_site_scope, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import drug_shipment as shipment_crud
 from app.crud import site as site_crud
@@ -56,7 +56,7 @@ async def create_shipment(
         action="CREATE_DRUG_SHIPMENT",
         detail=f"药品运输 {shipment.id} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return DrugShipmentRead.model_validate(shipment)
 
@@ -152,7 +152,7 @@ async def update_shipment(
         action="UPDATE_DRUG_SHIPMENT",
         detail=f"药品运输 {shipment_id} 已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return DrugShipmentRead.model_validate(shipment)
 
@@ -185,5 +185,5 @@ async def delete_shipment(
         action="DELETE_DRUG_SHIPMENT",
         detail=f"药品运输 {shipment_id} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/faq_categories.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_current_user, get_db_session, get_operator_role_label, is_system_admin, require_study_not_locked, require_api_permission
 from app.core.project_permissions import role_has_api_permission
 from app.crud import audit as audit_crud
 from app.crud import faq_category as category_crud
@@ -17,8 +17,7 @@ router = APIRouter()
 
 
 def _is_system_admin(current_user) -> bool:
-    role = current_user.role.value if hasattr(current_user.role, "value") else current_user.role
+    return is_system_admin(current_user)
-    return role == "ADMIN"
 
 
 @router.post(
@@ -51,7 +50,7 @@ async def create_category(
         action="CREATE_FAQ_CATEGORY",
         detail=f"FAQ 分类 {category.name} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return CategoryRead.model_validate(category)
 
@@ -113,7 +112,7 @@ async def update_category(
         action="UPDATE_FAQ_CATEGORY",
         detail=f"FAQ 分类 {category_id} 已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return CategoryRead.model_validate(updated)
 
@@ -151,5 +150,5 @@ async def delete_category(
         action="DELETE_FAQ_CATEGORY",
         detail=f"FAQ 分类 {category_id} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/faqs.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_current_user, get_db_session, get_operator_role_label, is_system_admin, require_study_not_locked, require_api_permission
 from app.core.project_permissions import role_has_api_permission
 from app.crud import audit as audit_crud
 from app.crud import faq_category as category_crud
@@ -27,8 +27,7 @@ router = APIRouter()
 
 
 def _is_system_admin(current_user) -> bool:
-    role = current_user.role.value if hasattr(current_user.role, "value") else current_user.role
+    return is_system_admin(current_user)
-    return role == "ADMIN"
 
 
 @router.post(
@@ -75,7 +74,7 @@ async def create_faq(
         action="CREATE_FAQ_ITEM",
         detail="FAQ 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return FaqRead.model_validate(item)
 
@@ -108,8 +107,7 @@ async def list_faqs(
     if not study_id:
         raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="必须提供项目 ID")
 
-    role_value = current_user.role.value if hasattr(current_user.role, "value") else current_user.role
+    if not is_system_admin(current_user):
-    if role_value != "ADMIN":
         member = await member_crud.get_member(db, study_id, current_user.id)
         if not member or not member.is_active:
             raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="不是项目成员")
@@ -158,8 +156,7 @@ async def get_faq(
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="FAQ 不存在")
     if not item.study_id:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="FAQ 不存在")
-    role_value = current_user.role.value if hasattr(current_user.role, "value") else current_user.role
+    if not item.is_active and not is_system_admin(current_user):
-    if not item.is_active and role_value != "ADMIN":
         member = await member_crud.get_member(db, item.study_id, current_user.id)
         if not member or not member.is_active:
             raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="不是项目成员")
@@ -203,7 +200,7 @@ async def update_faq(
         action=action,
         detail=detail,
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return FaqRead.model_validate(updated)
 
@@ -359,7 +356,7 @@ async def create_reply(
         action="CREATE_FAQ_REPLY",
         detail="FAQ 已回复",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     data = FaqReplyRead.model_validate(reply)
     if quote:
@@ -404,7 +401,7 @@ async def delete_faq(
         action="DELETE_FAQ_ITEM",
         detail="FAQ 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
 
 
@@ -457,5 +454,5 @@ async def delete_reply(
         action="DELETE_FAQ_REPLY",
         detail="FAQ 回复已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/fees_contracts.py

@@ -6,7 +6,7 @@ from fastapi import APIRouter, Depends, HTTPException, Query, status
 from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy import select
 
-from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, get_operator_role_label, is_system_admin, require_study_not_locked, require_api_permission
 from app.core.project_permissions import role_has_api_permission
 from app.crud import audit as audit_crud
 from app.crud import contract_fee as contract_fee_crud
@@ -22,7 +22,7 @@ from app.schemas.contract_fee_payment import (
     ContractFeePaymentUpdate,
 )
 from app.schemas.fee_common import FeeApiResponse
-from app.schemas.fee_attachment import FeeAttachmentRead
+from app.schemas.attachment import AttachmentRead
 from app.schemas.user import UserDisplay
 from app.models.attachment import Attachment
 
@@ -33,8 +33,7 @@ async def _ensure_project_access(db: AsyncSession, project_id: uuid.UUID, curren
     study = await study_crud.get(db, project_id)
     if not study:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="项目不存在")
-    role_value = current_user.role.value if hasattr(current_user.role, "value") else current_user.role
+    if is_system_admin(current_user):
-    if role_value == "ADMIN":
         return None
     membership = await member_crud.get_member(db, project_id, current_user.id)
     if not membership or not membership.is_active:
@@ -163,7 +162,7 @@ async def get_contract_fee(
     user_ids = {a.uploaded_by for a in attachments if a.uploaded_by}
     users_map = await user_crud.get_users_by_ids(db, user_ids)
 
-    attachments_map: dict[str, list[FeeAttachmentRead]] = {
+    attachments_map: dict[str, list[AttachmentRead]] = {
         "contract": [],
         "voucher": [],
         "invoice": [],
@@ -173,16 +172,11 @@ async def get_contract_fee(
         attachments_map.setdefault(key, [])
         user = users_map.get(attachment.uploaded_by)
         attachments_map[key].append(
-            FeeAttachmentRead(
+            AttachmentRead(
                 id=attachment.id,
-                entity_type="contract_fee",
-                entity_id=attachment.entity_id,
-                file_type=key,
                 filename=attachment.filename,
-                mime_type=attachment.content_type,
+                file_size=attachment.file_size,
-                size=attachment.file_size,
+                content_type=attachment.content_type,
-                storage_key=attachment.file_path,
-                url=None,
                 uploaded_by_id=attachment.uploaded_by,
                 uploaded_by=UserDisplay.model_validate(user) if user else None,
                 uploaded_at=attachment.uploaded_at,
@@ -244,7 +238,7 @@ async def create_contract_fee(
         action="CREATE_CONTRACT_FEE",
         detail="合同费用已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return FeeApiResponse(data=ContractFeeRead.model_validate(contract))
 
@@ -274,7 +268,7 @@ async def update_contract_fee(
         action="UPDATE_CONTRACT_FEE",
         detail="合同费用已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return FeeApiResponse(data=ContractFeeRead.model_validate(contract))
 
@@ -303,7 +297,7 @@ async def delete_contract_fee(
         action="DELETE_CONTRACT_FEE",
         detail="合同费用已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
 
 
@@ -333,7 +327,7 @@ async def create_contract_payment(
         action="CREATE_CONTRACT_FEE_PAYMENT",
         detail="合同费用分期已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return FeeApiResponse(data=ContractFeePaymentRead.model_validate(payment))
 
@@ -374,7 +368,7 @@ async def update_contract_payment(
         action="UPDATE_CONTRACT_FEE_PAYMENT",
         detail="合同费用分期已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return FeeApiResponse(data=ContractFeePaymentRead.model_validate(payment))
 
@@ -406,5 +400,5 @@ async def delete_contract_payment(
         action="DELETE_CONTRACT_FEE_PAYMENT",
         detail="合同费用分期已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/finance_dashboard.py

@@ -4,7 +4,7 @@ from datetime import date
 from fastapi import APIRouter, Depends
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_db_session, require_study_member
+from app.core.deps import get_db_session, require_api_permission
 from app.crud import finance as finance_crud
 from app.crud import study as study_crud
 from app.schemas.finance import FinanceSummaryRead
@@ -12,11 +12,12 @@ from app.schemas.finance import FinanceSummaryRead
 router = APIRouter()
 
 
-@router.get("/summary", response_model=FinanceSummaryRead, dependencies=[Depends(require_study_member())])
+@router.get("/summary", response_model=FinanceSummaryRead)
 async def finance_summary(
     study_id: uuid.UUID,
     date_from: date | None = None,
     date_to: date | None = None,
+    _=Depends(require_api_permission("fees_contracts:read")),
     db: AsyncSession = Depends(get_db_session),
 ) -> FinanceSummaryRead:
     # ensure study exists

backend/app/api/v1/material_equipments.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import material_equipment as equipment_crud
 from app.crud import study as study_crud
@@ -49,7 +49,7 @@ async def create_equipment(
         action="CREATE_MATERIAL_EQUIPMENT",
         detail=f"设备 {item.id} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return MaterialEquipmentRead.model_validate(item)
 
@@ -120,7 +120,7 @@ async def update_equipment(
         action="UPDATE_MATERIAL_EQUIPMENT",
         detail=f"设备 {equipment_id} 已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return MaterialEquipmentRead.model_validate(item)
 
@@ -149,5 +149,5 @@ async def delete_equipment(
         action="DELETE_MATERIAL_EQUIPMENT",
         detail=f"设备 {equipment_id} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/members.py

@@ -4,7 +4,7 @@ import json
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_member, require_api_permission, require_study_not_locked
+from app.core.deps import get_current_user, get_db_session, is_system_admin, require_api_permission, require_study_not_locked
 from app.core.decorators import register_api_endpoint
 from app.crud import audit as audit_crud
 from app.crud import member as member_crud
@@ -32,8 +32,11 @@ async def _ensure_study_exists(db: AsyncSession, study_id: uuid.UUID):
     return study
 
 
-def _role_value(user) -> str:
+async def _operator_project_role(db: AsyncSession, study_id: uuid.UUID, current_user) -> str:
-    return user.role.value if hasattr(user.role, "value") else str(user.role)
+    if is_system_admin(current_user):
+        return "ADMIN"
+    member = await member_crud.get_member(db, study_id, current_user.id)
+    return member.role_in_study if member and member.is_active else ""
 
 
 def _role_rank(role: str | None) -> int:
@@ -48,7 +51,7 @@ async def _ensure_member_mutation_allowed(
     target_member=None,
     target_role: str | None = None,
 ) -> None:
-    if _role_value(current_user) == "ADMIN":
+    if is_system_admin(current_user):
         return
 
     actor_member = await member_crud.get_member(db, study_id, current_user.id)
@@ -60,7 +63,7 @@ async def _ensure_member_mutation_allowed(
 
     if target_member:
         target_user = await user_crud.get_by_id(db, target_member.user_id)
-        if _role_value(target_user) == "ADMIN":
+        if is_system_admin(target_user):
             raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="不能修改系统管理员账号的项目权限")
 
     if target_member and _role_rank(target_member.role_in_study) >= actor_rank:
@@ -118,7 +121,7 @@ async def add_member(
                     "after": {"is_active": updated.is_active, "role_in_study": updated.role_in_study},
                 }, ensure_ascii=False),
                 operator_id=current_user.id,
-                operator_role=current_user.role,
+                operator_role=await _operator_project_role(db, study_id, current_user),
             )
             return updated
         raise HTTPException(status_code=status.HTTP_409_CONFLICT, detail="成员已存在")
@@ -131,7 +134,7 @@ async def add_member(
         action="PROJECT_MEMBER_ADDED",
         detail=json.dumps({"targetName": str(member.user_id), "after": {"role_in_study": member.role_in_study, "is_active": member.is_active}}, ensure_ascii=False),
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await _operator_project_role(db, study_id, current_user),
     )
     return member
 
@@ -246,7 +249,7 @@ async def update_member(
         action="PROJECT_MEMBER_UPDATED",
         detail=json.dumps({"targetName": str(updated.user_id), "before": before_data, "after": after_data}, ensure_ascii=False),
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await _operator_project_role(db, study_id, current_user),
     )
     return updated
 
@@ -274,7 +277,7 @@ async def remove_member(
     if not member or member.study_id != study_id:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="成员不存在")
     target_user = await user_crud.get_by_id(db, member.user_id)
-    if target_user and _role_value(target_user) == "ADMIN":
+    if target_user and is_system_admin(target_user):
         raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="系统管理员不可从项目中移除")
     await _ensure_member_mutation_allowed(db, study_id, current_user, target_member=member)
     before_data = {"role_in_study": member.role_in_study, "is_active": member.is_active}
@@ -287,6 +290,6 @@ async def remove_member(
         action="PROJECT_MEMBER_REMOVED",
         detail=json.dumps({"targetName": str(removed.user_id), "before": before_data, "after": {"is_active": removed.is_active}}, ensure_ascii=False),
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await _operator_project_role(db, study_id, current_user),
     )
     return removed

backend/app/api/v1/monitoring_visit_issues.py

@@ -11,7 +11,7 @@ from openpyxl import Workbook, load_workbook
 from sqlalchemy.exc import IntegrityError
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import monitoring_visit_issue as issue_crud
 from app.crud import site as site_crud
@@ -413,7 +413,7 @@ async def create_monitoring_visit_issue(
         action="CREATE_MONITORING_VISIT_ISSUE",
         detail=f"监查访视问题 {item.issue_no} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return _to_read(item)
 
@@ -617,7 +617,7 @@ async def update_monitoring_visit_issue(
         action="UPDATE_MONITORING_VISIT_ISSUE",
         detail=json.dumps(detail_payload, ensure_ascii=False),
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return _to_read(updated)
 
@@ -648,7 +648,7 @@ async def delete_monitoring_visit_issue(
         action="DELETE_MONITORING_VISIT_ISSUE",
         detail=f"监查访视问题 {issue_no} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
 
 
@@ -765,7 +765,7 @@ async def import_monitoring_visit_issues(
         action="IMPORT_MONITORING_VISIT_ISSUE",
         detail=f"导入监查访视问题：新增 {created_count} 条，更新 {updated_count} 条，跳过 {len(skipped_rows)} 条",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
 
     return MonitoringVisitIssueImportSummary(

backend/app/api/v1/permission_monitoring.py

@@ -14,7 +14,7 @@ from fastapi import APIRouter, Depends, HTTPException, Query, status
 from sqlalchemy import func, select, desc
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, list_active_pm_study_ids
+from app.core.deps import get_current_user, get_db_session, is_system_admin, list_active_pm_study_ids
 from app.core.permission_monitor import get_permission_monitor
 from app.models.permission_access_log import PermissionAccessLog
 from app.models.permission_metric_snapshot import PermissionMetricSnapshot
@@ -36,14 +36,8 @@ class MonitoringScope:
         return study_id is not None and study_id in self.study_ids
 
 
-def _role_value(user) -> str:
-    if not hasattr(user, "role"):
-        return "ADMIN"
-    return user.role.value if hasattr(user.role, "value") else str(user.role)
-
-
 async def resolve_monitoring_scope(db: AsyncSession, current_user) -> MonitoringScope:
-    if _role_value(current_user) == "ADMIN":
+    if is_system_admin(current_user):
         return MonitoringScope(is_admin=True, study_ids=set())
     return MonitoringScope(
         is_admin=False,

backend/app/api/v1/permission_templates.py

@@ -11,7 +11,6 @@ from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.core.deps import get_current_user, get_db_session, require_roles, require_study_roles
 from app.models.permission_template import TemplateType
-from app.models.user import UserRole
 from app.schemas.permission_template import (
     ApplyTemplateRequest,
     ApplyTemplateResponse,
@@ -52,7 +51,7 @@ async def list_templates(
 async def create_template(
     payload: PermissionTemplateCreate,
     db: Annotated[AsyncSession, Depends(get_db_session)] = None,
-    current_user=Depends(require_roles([UserRole.ADMIN.value])),
+    current_user=Depends(require_roles(["ADMIN"])),
 ) -> PermissionTemplateRead:
     """创建权限模板"""
     try:
@@ -79,7 +78,7 @@ async def update_template(
     template_id: uuid.UUID,
     payload: PermissionTemplateUpdate,
     db: Annotated[AsyncSession, Depends(get_db_session)] = None,
-    current_user=Depends(require_roles([UserRole.ADMIN.value])),
+    current_user=Depends(require_roles(["ADMIN"])),
 ) -> PermissionTemplateRead:
     """更新权限模板"""
     try:
@@ -93,7 +92,7 @@ async def update_template(
 async def delete_template(
     template_id: uuid.UUID,
     db: Annotated[AsyncSession, Depends(get_db_session)] = None,
-    current_user=Depends(require_roles([UserRole.ADMIN.value])),
+    current_user=Depends(require_roles(["ADMIN"])),
 ):
     """删除权限模板"""
     try:

backend/app/api/v1/precautions.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import precaution as precaution_crud
 from app.crud import site as site_crud
@@ -51,7 +51,7 @@ async def create_precaution(
         action="CREATE_PRECAUTION",
         detail=f"注意事项 {precaution.title} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return PrecautionRead.model_validate(precaution)
 
@@ -117,7 +117,7 @@ async def update_precaution(
         action="UPDATE_PRECAUTION",
         detail=f"注意事项 {precaution_id} 已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return PrecautionRead.model_validate(precaution)
 
@@ -147,5 +147,5 @@ async def delete_precaution(
         action="DELETE_PRECAUTION",
         detail=f"注意事项 {precaution_id} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/project_milestones.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import project_milestone as milestone_crud
 from app.crud import study as study_crud
@@ -69,6 +69,6 @@ async def update_project_milestone(
         action="UPDATE_PROJECT_MILESTONE",
         detail=f"项目里程碑 {milestone_id} 已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return ProjectMilestoneRead.model_validate(item)

backend/app/api/v1/sites.py

@@ -4,7 +4,7 @@ import json
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, require_study_member, require_api_permission, require_study_not_locked
+from app.core.deps import get_operator_role_label, get_cra_site_scope, get_current_user, get_db_session, require_study_member, require_api_permission, require_study_not_locked
 from app.core.decorators import register_api_endpoint
 from app.crud import audit as audit_crud
 from app.crud import site as site_crud
@@ -64,7 +64,7 @@ async def create_site(
         action="SITE_CREATED",
         detail=json.dumps({"targetName": site.name, "after": {"name": site.name, "is_active": site.is_active}}, ensure_ascii=False),
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return site
 
@@ -152,7 +152,7 @@ async def update_site(
         action=action,
         detail=json.dumps({"targetName": updated.name, "before": before_data, "after": after_data}, ensure_ascii=False),
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return updated
 
@@ -196,6 +196,6 @@ async def delete_site(
         action="SITE_DELETED",
         detail=json.dumps({"targetName": site.name, "before": before_data, "after": {"deleted": True}}, ensure_ascii=False),
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return None

backend/app/api/v1/startup.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, require_api_permission
+from app.core.deps import get_operator_role_label, get_cra_site_scope, get_current_user, get_db_session, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import site as site_crud
 from app.crud import startup as startup_crud
@@ -75,7 +75,7 @@ async def create_feasibility(
         action="CREATE_STARTUP_FEASIBILITY",
         detail="立项记录已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return StartupFeasibilityRead.model_validate(record)
 
@@ -149,7 +149,7 @@ async def update_feasibility(
         action="UPDATE_STARTUP_FEASIBILITY",
         detail="立项记录已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return StartupFeasibilityRead.model_validate(record)
 
@@ -182,7 +182,7 @@ async def delete_feasibility(
         action="DELETE_STARTUP_FEASIBILITY",
         detail="立项记录已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
 
 
@@ -212,7 +212,7 @@ async def create_ethics(
         action="CREATE_STARTUP_ETHICS",
         detail="伦理记录已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return StartupEthicsRead.model_validate(record)
 
@@ -286,7 +286,7 @@ async def update_ethics(
         action="UPDATE_STARTUP_ETHICS",
         detail="伦理记录已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return StartupEthicsRead.model_validate(record)
 
@@ -319,7 +319,7 @@ async def delete_ethics(
         action="DELETE_STARTUP_ETHICS",
         detail="伦理记录已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
 
 
@@ -349,7 +349,7 @@ async def create_kickoff(
         action="CREATE_KICKOFF_MEETING",
         detail="启动会记录已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return KickoffMeetingRead.model_validate(meeting)
 
@@ -423,7 +423,7 @@ async def update_kickoff(
         action="UPDATE_KICKOFF_MEETING",
         detail="启动会记录已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return KickoffMeetingRead.model_validate(meeting)
 
@@ -454,7 +454,7 @@ async def create_training_authorization(
         action="CREATE_TRAINING_AUTH",
         detail="培训授权人员已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return TrainingAuthorizationRead.model_validate(record)
 
@@ -528,7 +528,7 @@ async def update_training_authorization(
         action="UPDATE_TRAINING_AUTH",
         detail="培训授权人员已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return TrainingAuthorizationRead.model_validate(record)
 
@@ -561,5 +561,5 @@ async def delete_training_authorization(
         action="DELETE_TRAINING_AUTH",
         detail="培训授权人员已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/studies.py

@@ -10,6 +10,8 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from app.core.deps import (
     get_current_user,
     get_db_session,
+    get_operator_role_label,
+    is_system_admin,
     require_api_permission,
     require_roles,
     require_study_member,
@@ -50,9 +52,6 @@ def _study_read_with_role(study, role_in_study: str | None = None) -> StudyRead:
     return data
 
 
-def _role_value(user) -> str:
-    return user.role.value if hasattr(user.role, "value") else str(user.role)
-
 def _raise_validation_error(errors: list[dict[str, str]]) -> None:
     raise HTTPException(
         status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
@@ -769,7 +768,7 @@ async def create_study(
         action="CREATE_SETUP_CONFIG",
         detail="初始化立项配置（创建项目时回填基础信息）",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     
     return study
@@ -782,7 +781,7 @@ async def list_studies(
     db: AsyncSession = Depends(get_db_session),
     current_user=Depends(get_current_user),
 ) -> PaginatedResponse[StudyRead]:
-    if _role_value(current_user) == "ADMIN":
+    if is_system_admin(current_user):
         studies = await study_crud.list_studies(db, skip=skip, limit=limit)
         total = await study_crud.list_studies(db, skip=0, limit=10_000_000)
         items = [_study_read_with_role(study) for study in studies]
@@ -805,7 +804,7 @@ async def get_study(
     study = await study_crud.get(db, study_id)
     if not study:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="项目不存在")
-    if _role_value(current_user) == "ADMIN":
+    if is_system_admin(current_user):
         return _study_read_with_role(study)
     member = await member_crud.get_member(db, study_id, current_user.id)
     return _study_read_with_role(study, member.role_in_study if member else None)
@@ -893,7 +892,7 @@ async def lock_study(
         action="LOCK_STUDY",
         detail=f"项目已锁定：{study.name} ({study.code})",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     
     return locked_study
@@ -925,7 +924,7 @@ async def unlock_study(
         action="UNLOCK_STUDY",
         detail=f"项目已解锁：{study.name} ({study.code})",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     
     return unlocked_study
@@ -964,7 +963,7 @@ async def get_study_setup_config(
             action="CREATE_SETUP_CONFIG",
             detail="初始化立项配置",
             operator_id=current_user.id,
-            operator_role=current_user.role,
+            operator_role=await get_operator_role_label(db, study_id, current_user),
         )
 
     saved_by_name = None
@@ -1047,7 +1046,7 @@ async def upsert_study_setup_config(
             action="UPDATE_SETUP_CONFIG",
             detail=_top_level_diff_summary(old_config, record.config),
             operator_id=current_user.id,
-            operator_role=current_user.role,
+            operator_role=await get_operator_role_label(db, study_id, current_user),
         )
 
     saved_by_name = current_user.full_name or current_user.username or current_user.email
@@ -1159,7 +1158,7 @@ async def publish_study_setup_config(
                 skipped_items=[{"site_id": item.site_id, "reason": item.reason} for item in projection.skipped_items],
             ),
             operator_id=current_user.id,
-            operator_role=current_user.role,
+            operator_role=await get_operator_role_label(db, study_id, current_user),
             auto_commit=False,
         )
         published.config = study_setup_config_crud.empty_draft_payload()
@@ -1259,7 +1258,7 @@ async def rollback_study_setup_config(
         action="ROLLBACK_SETUP_CONFIG",
         detail=f"立项配置已回滚并替换当前发布为 {target_label}，草稿分支已切换到对应分支基线",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     operator_name = current_user.full_name or current_user.username or current_user.email
     published_by_name = None
@@ -1318,7 +1317,7 @@ async def checkout_study_setup_config_branch_draft(
         action="CHECKOUT_SETUP_CONFIG_BRANCH_DRAFT",
         detail=f"立项配置草稿已切换到 {target_label} 对应分支",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     operator_name = current_user.full_name or current_user.username or current_user.email
     published_by_name = None
@@ -1370,7 +1369,7 @@ async def clear_study_setup_config_draft(
         action="CLEAR_SETUP_CONFIG_DRAFT",
         detail="立项配置草稿已清空",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     operator_name = current_user.full_name or current_user.username or current_user.email
     published_by_name = None
@@ -1424,7 +1423,7 @@ async def refill_study_setup_config_draft(
         action="REFILL_SETUP_CONFIG_DRAFT",
         detail="立项配置草稿已从当前发布版本一键回填",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     operator_name = current_user.full_name or current_user.username or current_user.email
     published_by_name = None
@@ -1511,7 +1510,7 @@ async def merge_study_setup_config_to_main(
             action="MERGE_SETUP_CONFIG_TO_MAIN",
             detail=f"已将发布版本 {source_label} 合并到主分支并生成新主版本",
             operator_id=current_user.id,
-            operator_role=current_user.role,
+            operator_role=await get_operator_role_label(db, study_id, current_user),
             auto_commit=False,
         )
         merged.config = study_setup_config_crud.empty_draft_payload()
@@ -1578,5 +1577,5 @@ async def delete_study_setup_config_version(
         action="DELETE_SETUP_CONFIG_VERSION",
         detail=f"删除发布版本快照 v{target_version}",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/subject_histories.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import site as site_crud
 from app.crud import subject as subject_crud
@@ -58,7 +58,7 @@ async def create_history(
         action="CREATE_SUBJECT_HISTORY",
         detail="病史记录已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return SubjectHistoryRead.model_validate(history)
 
@@ -133,7 +133,7 @@ async def update_history(
         action="UPDATE_SUBJECT_HISTORY",
         detail="病史记录已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return SubjectHistoryRead.model_validate(history)
 
@@ -166,5 +166,5 @@ async def delete_history(
         action="DELETE_SUBJECT_HISTORY",
         detail="病史记录已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/subject_pds.py

@@ -6,6 +6,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from app.core.deps import (
     get_current_user,
     get_db_session,
+    get_operator_role_label,
     require_study_not_locked,
     require_api_permission,
 )
@@ -120,7 +121,7 @@ async def create_subject_pd(
         action="CREATE_SUBJECT_PD",
         detail=f"PD记录 {item.pd_no} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return SubjectPdRead.model_validate(item)
 
@@ -167,7 +168,7 @@ async def update_subject_pd(
         action="UPDATE_SUBJECT_PD",
         detail=f"PD记录 {updated.pd_no} 已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return SubjectPdRead.model_validate(updated)
 
@@ -201,5 +202,5 @@ async def delete_subject_pd(
         action="DELETE_SUBJECT_PD",
         detail=f"PD记录 {item.pd_no} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/subjects.py

@@ -4,7 +4,7 @@ from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_cra_site_scope, get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_cra_site_scope, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import site as site_crud
 from app.crud import subject as subject_crud
@@ -58,7 +58,7 @@ async def create_subject(
         action="CREATE_SUBJECT",
         detail=f"参与者 {subject.subject_no} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return subject
 
@@ -188,7 +188,7 @@ async def update_subject(
         action="SUBJECT_STATUS_CHANGE" if detail else "UPDATE_SUBJECT",
         detail=detail or "参与者已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return updated
 
@@ -220,5 +220,5 @@ async def delete_subject(
         action="DELETE_SUBJECT",
         detail=f"参与者 {subject_id} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/api/v1/users.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_db_session, require_roles
+from app.core.deps import get_db_session, is_system_admin, require_roles
 from app.schemas.common import PaginatedResponse
 from app.crud import user as user_crud
 from app.crud import member as member_crud
@@ -59,7 +59,7 @@ async def update_user(
             requested_status = "ACTIVE" if user_in.is_active else "DISABLED"
         if requested_status is not None and requested_status != "ACTIVE":
             raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="系统管理员不允许停用")
-    if db_user.role.value == "ADMIN":
+    if is_system_admin(db_user):
         requested_status = user_in.status
         if user_in.is_active is not None:
             requested_status = "ACTIVE" if user_in.is_active else "DISABLED"
@@ -85,7 +85,7 @@ async def delete_user(
         raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="系统管理员账号不允许删除")
     if db_user.id == current_user.id:
         raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="不允许删除自己")
-    if db_user.role.value == "ADMIN" and db_user.status.value == "ACTIVE":
+    if is_system_admin(db_user) and db_user.status.value == "ACTIVE":
         active_admins = await user_crud.count_active_admins(db)
         if active_admins <= 1:
             raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="至少保留一个管理员账号")

backend/app/api/v1/visits.py

@@ -3,7 +3,7 @@ import uuid
 from fastapi import APIRouter, Depends, HTTPException, status
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.deps import get_current_user, get_db_session, require_study_not_locked, require_api_permission
+from app.core.deps import get_operator_role_label, get_current_user, get_db_session, require_study_not_locked, require_api_permission
 from app.crud import audit as audit_crud
 from app.crud import site as site_crud
 from app.crud import subject as subject_crud
@@ -107,7 +107,7 @@ async def create_visit(
         action="CREATE_VISIT",
         detail=f"访视 {visit.visit_code} 已创建",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return visit
 
@@ -160,7 +160,7 @@ async def create_early_termination(
         action="CREATE_EARLY_TERMINATION",
         detail=f"参与者 {subject.subject_no} 已提前终止",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return visit
 
@@ -204,7 +204,7 @@ async def update_visit(
         action="VISIT_STATUS_CHANGE" if detail else "UPDATE_VISIT",
         detail=detail or "访视已更新",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )
     return updated
 
@@ -236,5 +236,5 @@ async def delete_visit(
         action="DELETE_VISIT",
         detail=f"访视 {visit_id} 已删除",
         operator_id=current_user.id,
-        operator_role=current_user.role,
+        operator_role=await get_operator_role_label(db, study_id, current_user),
     )

backend/app/core/api_permissions.py

@@ -269,19 +269,6 @@ API_ENDPOINT_PERMISSIONS = {
         "description": "删除立项记录",
         "default_roles": ["PM"],
     },
-    # 项目权限管理
-    "permissions:read": {
-        "module": "project_members",
-        "action": "read",
-        "description": "查询项目权限矩阵",
-        "default_roles": ["PM"],
-    },
-    "permissions:update": {
-        "module": "project_members",
-        "action": "write",
-        "description": "更新项目权限矩阵",
-        "default_roles": ["PM"],
-    },
     # 项目概览
     "project_overview:read": {
         "module": "project_overview",

backend/app/core/deps.py

@@ -12,6 +12,7 @@ from app.core.exceptions import AppException
 from app.core.security import decode_token, oauth2_scheme
 from app.crud import user as user_crud
 from app.crud import member as member_crud
+from app.core.api_permissions import SYSTEM_PERMISSIONS
 from app.core.project_permissions import role_has_api_permission, get_missing_prerequisites
 from app.db.session import SessionLocal
 from app.models.study_member import StudyMember
@@ -53,12 +54,15 @@ async def get_current_user(
     return user
 
 
+def is_system_admin(user) -> bool:
+    return bool(getattr(user, "is_admin", False))
+
+
 def require_roles(roles: Iterable[str]) -> Callable:
     roles_set = set(roles)
 
     async def dependency(current_user=Depends(get_current_user)):
-        current_role = current_user.role.value if hasattr(current_user.role, "value") else str(current_user.role)
+        if "ADMIN" not in roles_set or not is_system_admin(current_user):
-        if current_role not in roles_set:
             raise HTTPException(
                 status_code=status.HTTP_403_FORBIDDEN,
                 detail="权限不足",
@@ -68,10 +72,6 @@ def require_roles(roles: Iterable[str]) -> Callable:
     return dependency
 
 
-def _role_value(user) -> str:
-    return user.role.value if hasattr(user.role, "value") else str(user.role)
-
-
 async def list_active_pm_study_ids(db: AsyncSession, user_id: uuid.UUID) -> set[uuid.UUID]:
     result = await db.execute(
         select(StudyMember.study_id).where(
@@ -95,12 +95,21 @@ async def is_active_project_pm(db: AsyncSession, user_id: uuid.UUID, study_id: u
     return result.scalar_one_or_none() is not None
 
 
+async def get_operator_role_label(db: AsyncSession, study_id: uuid.UUID | None, current_user) -> str:
+    if is_system_admin(current_user):
+        return "ADMIN"
+    if not study_id:
+        return ""
+    membership = await member_crud.get_member(db, study_id, current_user.id)
+    return membership.role_in_study if membership and membership.is_active else ""
+
+
 def require_admin_or_any_project_pm() -> Callable:
     async def dependency(
         current_user=Depends(get_current_user),
         db: AsyncSession = Depends(get_db_session),
     ):
-        if _role_value(current_user) == "ADMIN":
+        if is_system_admin(current_user):
             return current_user
         if await list_active_pm_study_ids(db, current_user.id):
             return current_user
@@ -112,13 +121,38 @@ def require_admin_or_any_project_pm() -> Callable:
     return dependency
 
 
+def require_system_permission(permission_key: str) -> Callable:
+    async def dependency(
+        study_id: uuid.UUID,
+        current_user=Depends(get_current_user),
+        db: AsyncSession = Depends(get_db_session),
+    ):
+        permission = SYSTEM_PERMISSIONS.get(permission_key)
+        if not permission:
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail="权限不足",
+            )
+
+        allowed_roles = set(permission.get("roles", []))
+        if is_system_admin(current_user) and "ADMIN" in allowed_roles:
+            return current_user
+        if "PM" in allowed_roles and await is_active_project_pm(db, current_user.id, study_id):
+            return current_user
+        raise HTTPException(
+            status_code=status.HTTP_403_FORBIDDEN,
+            detail="权限不足",
+        )
+
+    return dependency
+
+
 async def get_study_member(
     study_id: uuid.UUID,
     current_user=Depends(get_current_user),
     db: AsyncSession = Depends(get_db_session),
 ):
-    role_value = _role_value(current_user)
+    if is_system_admin(current_user):
-    if role_value == "ADMIN":
         return None
     return await member_crud.get_member(db, study_id, current_user.id)
 
@@ -129,8 +163,7 @@ def require_study_member():
         current_user=Depends(get_current_user),
         db: AsyncSession = Depends(get_db_session),
     ):
-        role_value = _role_value(current_user)
+        if is_system_admin(current_user):
-        if role_value == "ADMIN":
             return current_user
         membership = await member_crud.get_member(db, study_id, current_user.id)
         if not membership or not membership.is_active:
@@ -152,8 +185,7 @@ def require_study_roles(roles: Iterable[str], *, allow_system_admin: bool = True
         current_user=Depends(get_current_user),
         db: AsyncSession = Depends(get_db_session),
     ):
-        role_value = _role_value(current_user)
+        if allow_system_admin and is_system_admin(current_user):
-        if allow_system_admin and role_value == "ADMIN":
             return current_user
         membership = await member_crud.get_member(db, study_id, current_user.id)
         if not membership or not membership.is_active or membership.role_in_study not in roles_set:
@@ -183,8 +215,7 @@ def require_api_permission(endpoint_key: str, *, allow_system_admin: bool = True
         db: AsyncSession = Depends(get_db_session),
     ):
         from app.core.permission_monitor import get_permission_monitor
-        role_value = _role_value(current_user)
+        if allow_system_admin and is_system_admin(current_user):
-        if allow_system_admin and role_value == "ADMIN":
             _enqueue_permission_log(
                 study_id, current_user.id, endpoint_key, "ADMIN", True, 0.0, request
             )
@@ -275,8 +306,7 @@ async def get_cra_site_scope(
 ) -> tuple[set[uuid.UUID], set[str]] | None:
     from app.crud import site as site_crud
 
-    role_value = current_user.role.value if hasattr(current_user.role, "value") else current_user.role
+    if is_system_admin(current_user):
-    if role_value == "ADMIN":
         return None
     membership = await member_crud.get_member(db, study_id, current_user.id)
     if not membership or not membership.is_active:

backend/app/core/rbac.py

@@ -30,8 +30,7 @@ ROLE_ACTIONS: dict[str, set[str]] = {
 
 
 def is_allowed(action: str, user, membership) -> bool:
-    role_value = user.role.value if hasattr(user.role, "value") else str(user.role)
+    if getattr(user, "is_admin", False):
-    if role_value == "ADMIN":
         return action in ROLE_ACTIONS["ADMIN"]
     member_role = getattr(membership, "role_in_study", None)
     if member_role:

backend/app/core/security.py

@@ -17,7 +17,6 @@ oauth2_scheme = OAuth2PasswordBearer(tokenUrl="/api/v1/auth/login", scheme_name=
 def create_access_token(
     *,
     user_id: str,
-    role: str,
     expires_minutes: Optional[int] = None,
     session_start: Optional[datetime] = None,
 ) -> str:
@@ -26,7 +25,6 @@ def create_access_token(
     session_start_time = session_start or now
     to_encode: Dict[str, Any] = {
         "sub": user_id,
-        "role": role,
         "exp": expire,
         "iat": int(now.timestamp()),
         "orig_iat": int(session_start_time.timestamp()),

backend/app/crud/user.py

@@ -1,7 +1,5 @@
 from __future__ import annotations
 
-from __future__ import annotations
-
 import uuid
 from typing import Sequence
 
@@ -16,7 +14,7 @@ from app.core.config import (
 )
 from app.core.security import hash_password
 from app.models.study_member import StudyMember
-from app.models.user import User, UserRole, UserStatus
+from app.models.user import User, UserStatus
 from app.schemas.user import UserCreate, UserRegisterRequest, UserUpdate
 
 
@@ -46,7 +44,6 @@ async def create_user(
         email=user_in.email,
         password_hash=hash_password(user_in.password),
         full_name=user_in.full_name,
-        role=UserRole.PV,
         clinical_department=user_in.clinical_department,
         status=status_value,
     )
@@ -114,7 +111,7 @@ async def count_active_admins(db: AsyncSession) -> int:
     result = await db.execute(
         select(func.count())
         .select_from(User)
-        .where(User.role == UserRole.ADMIN, User.status == UserStatus.ACTIVE)
+        .where(User.is_admin.is_(True), User.status == UserStatus.ACTIVE)
     )
     return int(result.scalar_one() or 0)
 
@@ -138,7 +135,7 @@ async def ensure_admin_exists(db: AsyncSession, *, default_password: str = PROTE
         email=PROTECTED_ADMIN_EMAIL,
         password_hash=hash_password(default_password),
         full_name=PROTECTED_ADMIN_FULL_NAME,
-        role=UserRole.ADMIN,
+        is_admin=True,
         clinical_department=PROTECTED_ADMIN_CLINICAL_DEPARTMENT,
         status=UserStatus.ACTIVE,
     )

backend/app/models/user.py

@@ -5,22 +5,13 @@ import enum
 import uuid
 from datetime import datetime
 
-from sqlalchemy import DateTime, Enum, ForeignKey, String, func
+from sqlalchemy import Boolean, DateTime, Enum, ForeignKey, String, func
 from sqlalchemy.dialects.postgresql import UUID
 from sqlalchemy.orm import Mapped, mapped_column
 
 from app.db.base_class import Base
 
 
-class UserRole(str, enum.Enum):
-    ADMIN = "ADMIN"
-    PM = "PM"
-    CRA = "CRA"
-    PV = "PV"
-    QA = "QA"
-    CTA = "CTA"
-
-
 class UserStatus(str, enum.Enum):
     PENDING = "PENDING"
     ACTIVE = "ACTIVE"
@@ -35,8 +26,8 @@ class User(Base):
     email: Mapped[str] = mapped_column(String(255), unique=True, index=True, nullable=False)
     password_hash: Mapped[str] = mapped_column(String(255), nullable=False)
     full_name: Mapped[str] = mapped_column(String(255), nullable=False)
-    role: Mapped[UserRole] = mapped_column(Enum(UserRole, name="user_role"), nullable=False)
     clinical_department: Mapped[str] = mapped_column(String(255), nullable=False)
+    is_admin: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default="false", default=False)
     status: Mapped[UserStatus] = mapped_column(
         Enum(UserStatus, name="user_status"),
         nullable=False,
@@ -66,10 +57,6 @@ class User(Base):
     def is_active(self) -> bool:  # compatibility helper for existing checks
         return self.status == UserStatus.ACTIVE
 
-    @property
-    def is_admin(self) -> bool:
-        return self.role == UserRole.ADMIN
-
     @property
     def username(self) -> str:  # backward compatibility for existing UI copy
         return self.email

backend/app/schemas/user.py

@@ -5,7 +5,6 @@ from typing import Literal, Optional
 
 from pydantic import BaseModel, ConfigDict, EmailStr, Field, field_validator
 
-UserRole = Literal["PM", "CRA", "PV", "QA", "CTA", "ADMIN"]
 UserStatus = Literal["PENDING", "ACTIVE", "REJECTED", "DISABLED"]
 
 PASSWORD_REGEX = re.compile(r"^(?=.*[A-Za-z])(?=.*\d).{8,}$")
@@ -103,5 +102,4 @@ class Token(BaseModel):
 
 class TokenPayload(BaseModel):
     sub: uuid.UUID
-    role: str
     exp: Optional[int] = None

backend/app/services/document_service.py

@@ -14,6 +14,7 @@ from sqlalchemy import delete as sa_delete, or_, select, update as sa_update
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.core.deps import get_cra_site_scope
+from app.core.deps import get_operator_role_label, is_system_admin
 from app.core.project_permissions import role_has_api_permission
 from app.crud import acknowledgement as acknowledgement_crud
 from app.crud import distribution as distribution_crud
@@ -43,14 +44,11 @@ DOCUMENT_ACTION_PERMISSIONS = {
     "ack": "documents:read",
     "create_document": "documents:create",
     "create_version": "documents:update",
+    "distribute": "documents:update",
     "delete_document": "documents:delete",
 }
 
 
-def _role_value(user) -> str:
-    return user.role.value if hasattr(user.role, "value") else str(user.role)
-
-
 def _audit_detail(before: dict | None, after: dict | None) -> str:
     payload = {"before": before, "after": after}
     return json.dumps(payload, ensure_ascii=True)
@@ -82,7 +80,7 @@ async def _ensure_study_access(db: AsyncSession, trial_id: uuid.UUID, current_us
     study = await study_crud.get(db, trial_id)
     if not study:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="项目不存在")
-    if current_user.role == "ADMIN":
+    if is_system_admin(current_user):
         return None
     membership = await member_crud.get_member(db, trial_id, current_user.id)
     if not membership or not membership.is_active:
@@ -98,7 +96,7 @@ async def _ensure_study_member(db: AsyncSession, trial_id: uuid.UUID, current_us
     study = await study_crud.get(db, trial_id)
     if not study:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="项目不存在")
-    if current_user.role == "ADMIN":
+    if is_system_admin(current_user):
         return None
     membership = await member_crud.get_member(db, trial_id, current_user.id)
     if not membership or not membership.is_active:
@@ -154,7 +152,7 @@ async def create_document(
             action="DOCUMENT_CREATED",
             detail=_audit_detail(None, _doc_snapshot(doc)),
             operator_id=current_user.id,
-            operator_role=_role_value(current_user),
+            operator_role=await get_operator_role_label(db, doc.trial_id, current_user),
         )
     )
     await db.commit()
@@ -345,7 +343,7 @@ async def create_version(
             action="VERSION_CREATED",
             detail=_audit_detail(None, _version_snapshot(version)),
             operator_id=current_user.id,
-            operator_role=_role_value(current_user),
+            operator_role=await get_operator_role_label(db, doc.trial_id, current_user),
         )
     )
 
@@ -429,7 +427,7 @@ async def delete_version(
             action="VERSION_DELETED",
             detail=_audit_detail(before, None),
             operator_id=current_user.id,
-            operator_role=_role_value(current_user),
+            operator_role=await get_operator_role_label(db, doc.trial_id, current_user),
         )
     )
     await db.commit()
@@ -466,7 +464,7 @@ async def delete_document(
             action="DOCUMENT_ARCHIVED",
             detail=_audit_detail(before, _doc_snapshot(doc)),
             operator_id=current_user.id,
-            operator_role=_role_value(current_user),
+            operator_role=await get_operator_role_label(db, doc.trial_id, current_user),
         )
     )
     await db.commit()
@@ -511,7 +509,7 @@ async def create_distributions(
     doc = await document_crud.get(db, version.document_id)
     if not doc:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="文档不存在")
-    await _ensure_study_member(db, doc.trial_id, current_user)
+    await _ensure_study_access(db, doc.trial_id, current_user, action="distribute")
 
     if version.status != DocumentVersionStatus.EFFECTIVE:
         raise HTTPException(status_code=status.HTTP_409_CONFLICT, detail="只有生效版本可分发")
@@ -536,7 +534,7 @@ async def create_distributions(
                 action="DISTRIBUTION_CREATED",
                 detail=_audit_detail(None, {"version_id": str(version.id), "target_id": target.target_id}),
                 operator_id=current_user.id,
-                operator_role=_role_value(current_user),
+                operator_role=await get_operator_role_label(db, doc.trial_id, current_user),
             )
         )
     await db.commit()
@@ -599,8 +597,7 @@ async def create_acknowledgement(
     if distribution.target_type == DistributionTargetType.USER and distribution.target_id != str(current_user.id):
         raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="不在分发范围内")
     if distribution.target_type == DistributionTargetType.ROLE:
-        role_value = _role_value(current_user)
+        if distribution.target_id not in ("ADMIN" if is_system_admin(current_user) else "", getattr(membership, "role_in_study", "")):
-        if distribution.target_id not in (role_value, getattr(membership, "role_in_study", "")):
             raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="不在分发范围内")
 
     if payload.ack_type != AcknowledgementType.RECEIVED:
@@ -633,7 +630,7 @@ async def create_acknowledgement(
             action="ACK_CREATED",
             detail=_audit_detail(None, {"distribution_id": str(distribution.id), "ack_type": payload.ack_type}),
             operator_id=current_user.id,
-            operator_role=_role_value(current_user),
+            operator_role=await get_operator_role_label(db, doc.trial_id, current_user),
         )
     )
     await db.commit()
@@ -693,9 +690,8 @@ async def list_distribution_notifications(
     skip: int = 0,
     limit: int = 20,
 ) -> list[NotificationItem]:
-    role_value = _role_value(current_user)
     membership = None
-    if role_value != "ADMIN":
+    if not is_system_admin(current_user):
         membership = await member_crud.get_member(db, study_id, current_user.id)
     role_in_study = membership.role_in_study if membership else None
 

backend/app/services/etmf_service.py

@@ -10,6 +10,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.crud import document as document_crud
 from app.crud import etmf as etmf_crud
+from app.core.deps import get_operator_role_label
 from app.models.document import Document, DocumentStatus
 from app.models.etmf import EtmfNode
 from app.models.audit_log import AuditLog
@@ -17,12 +18,6 @@ from app.schemas.document import DocumentCreate, DocumentSummary
 from app.schemas.etmf import EtmfNodeCreate, EtmfNodeRead, EtmfNodeStatus, EtmfTreeNode, EtmfNodeUpdate
 
 
-def _role_value(user) -> str:
-    if user is None:
-        return "SYSTEM"
-    return user.role.value if hasattr(user.role, "value") else str(user.role)
-
-
 def calculate_node_status(node: EtmfNode, documents: Iterable[Document]) -> EtmfNodeStatus:
     docs = list(documents)
     if not node.is_active:
@@ -109,7 +104,7 @@ async def create_node(db: AsyncSession, payload: EtmfNodeCreate, current_user) -
             action="ETMF_NODE_CREATED",
             detail=f'{{"code":"{node.code}","name":"{node.name}"}}',
             operator_id=current_user.id,
-            operator_role=_role_value(current_user),
+            operator_role=await get_operator_role_label(db, payload.study_id, current_user),
         )
     )
     await db.commit()
@@ -138,7 +133,7 @@ async def update_node(db: AsyncSession, node_id: uuid.UUID, payload: EtmfNodeUpd
             action="ETMF_NODE_UPDATED",
             detail="{}",
             operator_id=current_user.id,
-            operator_role=_role_value(current_user),
+            operator_role=await get_operator_role_label(db, node.study_id, current_user),
         )
     )
     await db.commit()

backend/tests/test_admin_pm_permissions.py

@@ -10,22 +10,22 @@ from app.api.v1.api_permissions import get_my_study_api_permissions, update_stud
 from app.api.v1.members import update_member
 from app.api.v1.permission_monitoring import resolve_monitoring_scope
 from app.api.v1.system_permissions import list_system_permissions
-from app.core.deps import require_admin_or_any_project_pm
+from app.core.deps import require_admin_or_any_project_pm, require_system_permission
 from app.schemas.member import StudyMemberUpdate
 
 
 @dataclass
 class UserStub:
     id: uuid.UUID
-    role: str
+    is_admin: bool = False
 
 
-async def _seed_user(db: AsyncSession, user_id: uuid.UUID, role: str = "PM") -> None:
+async def _seed_user(db: AsyncSession, user_id: uuid.UUID, *, is_admin: bool = False) -> None:
     await db.execute(
         text(
             """
-            INSERT INTO users (id, email, password_hash, full_name, role, clinical_department, status)
+            INSERT INTO users (id, email, password_hash, full_name, clinical_department, is_admin, status)
-            VALUES (:id, :email, :password_hash, :full_name, :role, :clinical_department, :status)
+            VALUES (:id, :email, :password_hash, :full_name, :clinical_department, :is_admin, :status)
             """
         ),
         {
@@ -33,8 +33,8 @@ async def _seed_user(db: AsyncSession, user_id: uuid.UUID, role: str = "PM") ->
             "email": f"{user_id.hex}@example.com",
             "password_hash": "hash",
             "full_name": f"User {user_id.hex[:6]}",
-            "role": role,
             "clinical_department": "Clinical",
+            "is_admin": is_admin,
             "status": "ACTIVE",
         },
     )
@@ -114,7 +114,7 @@ async def test_project_pm_can_view_system_permission_definitions(db_session: Asy
     await db_session.commit()
 
     dependency = require_admin_or_any_project_pm()
-    await dependency(current_user=UserStub(id=pm_id, role="PM"), db=db_session)
+    await dependency(current_user=UserStub(id=pm_id), db=db_session)
     data = await list_system_permissions()
 
     assert data["permissions"]
@@ -124,14 +124,45 @@ async def test_project_pm_can_view_system_permission_definitions(db_session: Asy
 async def test_non_pm_cannot_view_system_permission_definitions(db_session: AsyncSession):
     cra_id = uuid.uuid4()
     study_id = uuid.uuid4()
-    await _seed_user(db_session, cra_id, role="CRA")
+    await _seed_user(db_session, cra_id)
     await _seed_study(db_session, study_id, "CRA-SYSTEM-PERMS")
     await _seed_member(db_session, study_id, cra_id, "CRA")
     await db_session.commit()
 
     with pytest.raises(HTTPException) as exc_info:
         dependency = require_admin_or_any_project_pm()
-        await dependency(current_user=UserStub(id=cra_id, role="CRA"), db=db_session)
+        await dependency(current_user=UserStub(id=cra_id), db=db_session)
+
+    assert exc_info.value.status_code == 403
+
+
+@pytest.mark.asyncio
+async def test_project_pm_can_open_project_permission_config_without_global_pm_role(db_session: AsyncSession):
+    user_id = uuid.uuid4()
+    study_id = uuid.uuid4()
+    await _seed_user(db_session, user_id)
+    await _seed_study(db_session, study_id, "PROJECT-PM-NO-GLOBAL-ROLE")
+    await _seed_member(db_session, study_id, user_id, "PM")
+    await db_session.commit()
+
+    dependency = require_system_permission("system:permissions:project_config")
+    result = await dependency(study_id=study_id, current_user=UserStub(id=user_id), db=db_session)
+
+    assert result.id == user_id
+
+
+@pytest.mark.asyncio
+async def test_non_project_pm_cannot_open_project_permission_config_even_with_active_membership(db_session: AsyncSession):
+    user_id = uuid.uuid4()
+    study_id = uuid.uuid4()
+    await _seed_user(db_session, user_id)
+    await _seed_study(db_session, study_id, "PROJECT-NON-PM-DENIED")
+    await _seed_member(db_session, study_id, user_id, "CRA")
+    await db_session.commit()
+
+    dependency = require_system_permission("system:permissions:project_config")
+    with pytest.raises(HTTPException) as exc_info:
+        await dependency(study_id=study_id, current_user=UserStub(id=user_id), db=db_session)
 
     assert exc_info.value.status_code == 403
 
@@ -141,7 +172,7 @@ async def test_pm_permission_update_does_not_persist_admin_or_pm_overrides(db_se
     study_id = uuid.uuid4()
     admin_id = uuid.uuid4()
     await _seed_study(db_session, study_id, "PM-PERM-SKIP")
-    await _seed_user(db_session, admin_id, role="ADMIN")
+    await _seed_user(db_session, admin_id, is_admin=True)
     await db_session.commit()
 
     result = await update_study_api_permissions(
@@ -151,7 +182,7 @@ async def test_pm_permission_update_does_not_persist_admin_or_pm_overrides(db_se
             "PM": {"subjects:delete": False},
             "CRA": {"subjects:delete": True},
         },
-        current_user=UserStub(id=admin_id, role="ADMIN"),
+        current_user=UserStub(id=admin_id, is_admin=True),
         db=db_session,
     )
 
@@ -177,14 +208,14 @@ async def test_pm_permission_update_does_not_persist_admin_or_pm_overrides(db_se
 async def test_project_member_can_read_own_effective_permissions(db_session: AsyncSession):
     cra_id = uuid.uuid4()
     study_id = uuid.uuid4()
-    await _seed_user(db_session, cra_id, role="CRA")
+    await _seed_user(db_session, cra_id)
     await _seed_study(db_session, study_id, "CRA-MY-PERMS")
     await _seed_member(db_session, study_id, cra_id, "CRA")
     await db_session.commit()
 
     result = await get_my_study_api_permissions(
         study_id=study_id,
-        current_user=UserStub(id=cra_id, role="CRA"),
+        current_user=UserStub(id=cra_id),
         db=db_session,
     )
 
@@ -204,7 +235,7 @@ async def test_project_pm_monitoring_scope_is_limited_to_own_projects(db_session
     await _seed_member(db_session, own_study_id, pm_id, "PM")
     await db_session.commit()
 
-    scope = await resolve_monitoring_scope(db_session, UserStub(id=pm_id, role="PM"))
+    scope = await resolve_monitoring_scope(db_session, UserStub(id=pm_id))
 
     assert scope.is_admin is False
     assert scope.study_ids == {own_study_id}
@@ -229,7 +260,7 @@ async def test_project_pm_cannot_update_peer_pm_member(db_session: AsyncSession)
             study_id=study_id,
             member_id=peer_member_id,
             member_in=StudyMemberUpdate(role_in_study="CRA"),
-            current_user=UserStub(id=actor_id, role="PM"),
+            current_user=UserStub(id=actor_id),
             db=db_session,
         )
 
@@ -243,7 +274,7 @@ async def test_project_pm_cannot_grant_peer_pm_role(db_session: AsyncSession):
     cra_id = uuid.uuid4()
     await _seed_study(db_session, study_id, "PM-GRANT-PM")
     await _seed_user(db_session, actor_id)
-    await _seed_user(db_session, cra_id, role="CRA")
+    await _seed_user(db_session, cra_id)
     await _seed_member(db_session, study_id, actor_id, "PM")
     cra_member_id = await _seed_member_return_id(db_session, study_id, cra_id, "CRA")
     await db_session.commit()
@@ -253,7 +284,7 @@ async def test_project_pm_cannot_grant_peer_pm_role(db_session: AsyncSession):
             study_id=study_id,
             member_id=cra_member_id,
             member_in=StudyMemberUpdate(role_in_study="PM"),
-            current_user=UserStub(id=actor_id, role="PM"),
+            current_user=UserStub(id=actor_id),
             db=db_session,
         )
 

backend/tests/test_api_permissions.py

@@ -7,14 +7,13 @@ import ast
 from sqlalchemy import delete
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.core.api_permissions import API_ENDPOINT_PERMISSIONS, OPERATION_TO_ENDPOINTS, PROJECT_PERMISSION_ROLES
+from app.core.api_permissions import API_ENDPOINT_PERMISSIONS, OPERATION_TO_ENDPOINTS, PROJECT_PERMISSION_ROLES, SYSTEM_PERMISSIONS
 from app.core.project_permissions import role_has_api_permission
 from app.core.project_permissions import get_api_endpoint_permissions, replace_api_endpoint_permissions
 from app.core.permission_cache import PermissionCache, set_permission_cache
 from app.core.permission_monitor import PermissionMonitor, set_permission_monitor
 from app.models.api_endpoint_permission import ApiEndpointPermission
 from app.models.study import Study
-from app.models.user import UserRole
 from app.schemas.member import StudyMemberCreate
 
 
@@ -183,6 +182,24 @@ def test_legacy_fee_attachment_router_is_not_registered():
     assert "fees_attachments" not in router_source
 
 
+def test_legacy_fee_attachment_runtime_code_is_removed():
+    """旧费用附件运行时代码应删除，避免绕过模块附件权限的死代码被重新注册。"""
+    backend_root = Path(__file__).resolve().parents[1] / "app"
+    legacy_tokens = {
+        "fees_attachments",
+        "fee_attachment",
+        "FeeAttachment",
+        "fee_attachments",
+    }
+    offenders: list[str] = []
+    for path in backend_root.rglob("*.py"):
+        source = path.read_text(encoding="utf-8")
+        if any(token in source or token in path.name for token in legacy_tokens):
+            offenders.append(str(path.relative_to(backend_root)))
+
+    assert offenders == []
+
+
 def test_attachment_permissions_use_module_permissions():
     """附件鉴权应使用模块附件权限，不再回退通用 attachments:*。"""
     attachments_path = Path(__file__).resolve().parents[1] / "app" / "api" / "v1" / "attachments.py"
@@ -388,12 +405,59 @@ def test_document_service_uses_specific_document_permission_keys():
 
     assert '"create_document": "documents:create"' in source
     assert '"create_version": "documents:update"' in source
+    assert '"distribute": "documents:update"' in source
     assert '"delete_document": "documents:delete"' in source
     assert 'else "documents:update"' not in source
+    assert "await _ensure_study_access(db, doc.trial_id, current_user, action=\"distribute\")" in source
+
+
+def test_document_routes_do_not_hardcode_admin_for_matrix_controlled_actions():
+    """文档删除和版本删除应由项目权限矩阵控制，而不是路由层硬编码 ADMIN。"""
+    route_path = Path(__file__).resolve().parents[1] / "app" / "api" / "v1" / "documents.py"
+    source = route_path.read_text()
+
+    delete_document_chunk = source[source.index("async def delete_document") : source.index("@router.post", source.index("async def delete_document"))]
+    delete_version_chunk = source[source.index("async def delete_version") : source.index("@router.post", source.index("async def delete_version"))]
+
+    assert "require_roles" not in delete_document_chunk
+    assert "require_roles" not in delete_version_chunk
+    assert "仅管理员可删除文档" not in delete_document_chunk
+    assert "仅管理员可删除版本" not in delete_version_chunk
+
+
+def test_project_permission_config_is_system_level_permission():
+    """项目权限配置应归属系统级权限，不能作为项目矩阵里的自管理权限。"""
+    assert "permissions:read" not in API_ENDPOINT_PERMISSIONS
+    assert "permissions:update" not in API_ENDPOINT_PERMISSIONS
+    assert SYSTEM_PERMISSIONS["system:permissions:project_config"]["description"] == "配置项目接口权限"
+    assert "PM" in SYSTEM_PERMISSIONS["system:permissions:project_config"]["roles"]
+
+
+def test_project_api_permission_routes_use_system_project_config_permission():
+    """项目权限矩阵 API 应明确依赖 system:permissions:project_config。"""
+    route_path = Path(__file__).resolve().parents[1] / "app" / "api" / "v1" / "api_permissions.py"
+    source = route_path.read_text()
+    get_chunk = source[source.index("async def get_study_api_permissions") : source.index("@study_router.put")]
+    update_chunk = source[source.index("async def update_study_api_permissions") :]
+
+    assert 'require_system_permission("system:permissions:project_config")' in get_chunk
+    assert 'require_system_permission("system:permissions:project_config")' in update_chunk
+    assert 'require_study_roles(["PM"])' not in get_chunk
+    assert 'require_study_roles(["PM"])' not in update_chunk
+
+
+def test_audit_export_event_uses_export_permission():
+    """审计导出事件应使用 audit_logs:export，而不是仅要求项目成员。"""
+    route_path = Path(__file__).resolve().parents[1] / "app" / "api" / "v1" / "audit_logs.py"
+    source = route_path.read_text()
+    event_chunk = source[source.index("async def create_audit_event") :]
+
+    assert 'require_api_permission("audit_logs:export")' in event_chunk
+    assert "require_study_member()" not in event_chunk
 
 
 def test_user_role_contains_current_project_roles():
-    assert {"QA", "CTA"} <= {role.value for role in UserRole}
+    assert {"QA", "CTA"} <= set(PROJECT_PERMISSION_ROLES)
 
 
 @pytest.mark.asyncio

backend/tests/test_api_permissions_prerequisites.py

@@ -49,8 +49,8 @@ async def test_material_equipment_operations_are_grouped_under_materials_module(
 
 
 @pytest.mark.asyncio
-async def test_materials_module_only_contains_drug_flow_and_equipment_sections():
+async def test_materials_module_only_contains_drug_flow_attachments_and_equipment_sections():
-    """测试物资管理模块只包含药品流向管理和设备管理"""
+    """测试物资管理模块只包含药品流向、药品流向附件和设备管理"""
     data = await list_api_operations()
     operations = data["operations"]
 
@@ -60,7 +60,7 @@ async def test_materials_module_only_contains_drug_flow_and_equipment_sections()
         if op["module"] == "materials"
     }
 
-    assert material_prefixes == {"drug_shipments", "material_equipments"}
+    assert material_prefixes == {"drug_shipments", "drug_shipments_attachments", "material_equipments"}
 
 
 @pytest.mark.asyncio
@@ -90,6 +90,29 @@ def test_dashboard_summary_uses_project_overview_permission():
     assert 'require_api_permission("dashboard:read")' not in source
 
 
+def test_project_overview_dashboard_endpoints_require_project_overview_permission():
+    """项目总览聚合接口应统一使用 project_overview:read，而不是仅要求项目成员。"""
+    source = Path(__file__).parents[1].joinpath("app/api/v1/dashboard.py").read_text()
+    progress_chunk = source[source.index("async def get_progress") : source.index("@router.get", source.index("async def get_progress"))]
+    lost_visits_chunk = source[source.index("async def list_lost_visits") : source.index("@router.get", source.index("async def list_lost_visits"))]
+    center_summary_chunk = source[source.index("async def get_center_summary") :]
+
+    assert 'require_api_permission("project_overview:read")' in progress_chunk
+    assert 'require_api_permission("project_overview:read")' in lost_visits_chunk
+    assert 'require_api_permission("project_overview:read")' in center_summary_chunk
+    assert "require_study_member()" not in progress_chunk
+    assert "require_study_member()" not in lost_visits_chunk
+
+
+def test_finance_summary_requires_contract_fee_read_permission():
+    """项目首页财务汇总应使用费用读取权限，避免绕过费用模块权限。"""
+    source = Path(__file__).parents[1].joinpath("app/api/v1/finance_dashboard.py").read_text()
+    summary_chunk = source[source.index("async def finance_summary") :]
+
+    assert 'require_api_permission("fees_contracts:read")' in summary_chunk
+    assert "require_study_member()" not in summary_chunk
+
+
 @pytest.mark.asyncio
 async def test_list_operation_prerequisites_endpoint():
     """测试获取所有操作的前置权限依赖"""

backend/tests/test_etmf_nodes.py

@@ -12,13 +12,13 @@ from app.models.document import Document, DocumentScopeType
 from app.models.document_version import DocumentVersion  # noqa: F401
 from app.models.distribution import Distribution  # noqa: F401
 from app.models.acknowledgement import Acknowledgement  # noqa: F401
-from app.models.user import UserRole, UserStatus
+from app.models.user import UserStatus
 
 
 class UserStub:
     def __init__(self) -> None:
         self.id = uuid.uuid4()
-        self.role = UserRole.ADMIN
+        self.is_admin = True
         self.status = UserStatus.ACTIVE
 
 

backend/tests/test_permission_monitoring_api.py

@@ -18,6 +18,10 @@ class FakeIpInfo:
         self.location = f"中国 / {province} / {city} / {isp}"
 
 
+class AdminUserStub:
+    is_admin = True
+
+
 async def _seed_permission_log(db_session, study_id: uuid.UUID, user_id: uuid.UUID, *, allowed: bool, elapsed_ms: float) -> None:
     study_exists = (
         await db_session.execute(text("SELECT id FROM studies WHERE id = :id"), {"id": str(study_id)})
@@ -48,8 +52,8 @@ async def _seed_permission_log(db_session, study_id: uuid.UUID, user_id: uuid.UU
         await db_session.execute(
             text(
                 """
-                INSERT INTO users (id, email, password_hash, full_name, role, clinical_department, status)
+                INSERT INTO users (id, email, password_hash, full_name, clinical_department, is_admin, status)
-                VALUES (:id, :email, :password_hash, :full_name, :role, :clinical_department, :status)
+                VALUES (:id, :email, :password_hash, :full_name, :clinical_department, :is_admin, :status)
                 """
             ),
             {
@@ -57,8 +61,8 @@ async def _seed_permission_log(db_session, study_id: uuid.UUID, user_id: uuid.UU
                 "email": f"{user_id.hex}@example.com",
                 "password_hash": "hash",
                 "full_name": "Permission Monitoring User",
-                "role": "PM",
                 "clinical_department": "临床运营",
+                "is_admin": False,
                 "status": "ACTIVE",
             },
         )
@@ -97,7 +101,7 @@ async def test_get_permission_metrics(db_session):
     await _seed_permission_log(db_session, study_id, user_id, allowed=True, elapsed_ms=5)
     await _seed_permission_log(db_session, study_id, user_id, allowed=False, elapsed_ms=3)
 
-    data = await permission_monitoring.get_permission_metrics(db=db_session, _=object(), hours=24)
+    data = await permission_monitoring.get_permission_metrics(db=db_session, _=AdminUserStub(), hours=24)
     assert "check_metrics" in data
     assert "cache_metrics" in data
     assert data["check_metrics"]["total_checks"] == 2
@@ -115,7 +119,7 @@ async def test_get_cache_statistics(db_session):
     monitor.record_cache_hit()
     monitor.record_cache_miss()
 
-    data = await permission_monitoring.get_cache_statistics(_=object(), db=db_session)
+    data = await permission_monitoring.get_cache_statistics(_=AdminUserStub(), db=db_session)
     assert "cache_metrics" in data
     assert data["cache_metrics"]["total_accesses"] == 3
     assert data["cache_metrics"]["cache_hits"] == 2
@@ -129,7 +133,7 @@ async def test_get_alerts(db_session):
 
     monitor.record_slow_check_alert(100)
 
-    data = await permission_monitoring.get_alerts(_=object(), db=db_session)
+    data = await permission_monitoring.get_alerts(_=AdminUserStub(), db=db_session)
     assert "alerts" in data
     assert data["total"] > 0
 
@@ -143,7 +147,7 @@ async def test_get_alerts_with_level_filter(db_session):
     monitor.record_slow_check_alert(100)
     monitor.record_error_alert(ValueError("test error"))
 
-    data = await permission_monitoring.get_alerts(level="warning", _=object(), db=db_session)
+    data = await permission_monitoring.get_alerts(level="warning", _=AdminUserStub(), db=db_session)
     assert "alerts" in data
     assert all(alert["level"] == "warning" for alert in data["alerts"])
 
@@ -157,7 +161,7 @@ async def test_get_alerts_with_limit(db_session):
     for _ in range(20):
         monitor.record_slow_check_alert(100)
 
-    data = await permission_monitoring.get_alerts(limit=5, _=object(), db=db_session)
+    data = await permission_monitoring.get_alerts(limit=5, _=AdminUserStub(), db=db_session)
     assert len(data["alerts"]) <= 5
 
 
@@ -170,7 +174,7 @@ async def test_reset_metrics(db_session):
     monitor.record_cache_hit()
     assert monitor.metrics.cache_metrics.total_accesses == 1
 
-    result = await permission_monitoring.reset_metrics(_=object(), db=db_session)
+    result = await permission_monitoring.reset_metrics(_=AdminUserStub(), db=db_session)
 
     assert result["message"] == "指标已重置"
     assert monitor.metrics.cache_metrics.total_accesses == 0
@@ -185,7 +189,7 @@ async def test_clear_alerts(db_session):
     monitor.record_slow_check_alert(100)
     assert len(monitor.get_alerts()) > 0
 
-    result = await permission_monitoring.clear_alerts(_=object(), db=db_session)
+    result = await permission_monitoring.clear_alerts(_=AdminUserStub(), db=db_session)
 
     assert result["message"] == "告警已清除"
     assert len(monitor.get_alerts()) == 0
@@ -200,7 +204,7 @@ async def test_permission_system_health_healthy(db_session):
     for _ in range(100):
         monitor.record_cache_hit()
 
-    data = await permission_monitoring.permission_system_health(db=db_session, _=object())
+    data = await permission_monitoring.permission_system_health(db=db_session, _=AdminUserStub())
     assert data["status"] == "healthy"
     assert data["health_score"] >= 80
 
@@ -218,7 +222,7 @@ async def test_permission_system_health_degraded(db_session):
     for _ in range(100):
         monitor.record_cache_miss()
 
-    data = await permission_monitoring.permission_system_health(db=db_session, _=object())
+    data = await permission_monitoring.permission_system_health(db=db_session, _=AdminUserStub())
     assert "status" in data
     assert "health_score" in data
     assert "issues" in data
@@ -233,7 +237,7 @@ async def test_permission_system_health_includes_metrics(db_session):
     monitor = PermissionMonitor()
     set_permission_monitor(monitor)
 
-    data = await permission_monitoring.permission_system_health(db=db_session, _=object())
+    data = await permission_monitoring.permission_system_health(db=db_session, _=AdminUserStub())
     assert "last_hour" in data
     assert "cache_stats" in data
     assert "total_checks" in data["last_hour"]
@@ -271,8 +275,8 @@ async def test_ip_locations_counts_unique_users_per_location(db_session, monkeyp
         await db_session.execute(
             text(
                 """
-                INSERT INTO users (id, email, password_hash, full_name, role, clinical_department, status)
+                INSERT INTO users (id, email, password_hash, full_name, clinical_department, is_admin, status)
-                VALUES (:id, :email, :password_hash, :full_name, :role, :clinical_department, :status)
+                VALUES (:id, :email, :password_hash, :full_name, :clinical_department, :is_admin, :status)
                 """
             ),
             {
@@ -280,8 +284,8 @@ async def test_ip_locations_counts_unique_users_per_location(db_session, monkeyp
                 "email": email,
                 "password_hash": "hash",
                 "full_name": email,
-                "role": "PM",
                 "clinical_department": "临床运营",
+                "is_admin": False,
                 "status": "ACTIVE",
             },
         )
@@ -323,7 +327,7 @@ async def test_ip_locations_counts_unique_users_per_location(db_session, monkeyp
         lambda ip: FakeIpInfo("广东省", "深圳市"),
     )
 
-    result = await permission_monitoring.get_ip_locations(db=db_session, _=object(), days=7, limit=10)
+    result = await permission_monitoring.get_ip_locations(db=db_session, _=AdminUserStub(), days=7, limit=10)
 
     assert result["items"][0]["province"] == "广东省"
     assert result["items"][0]["total_count"] == 3
@@ -363,8 +367,8 @@ async def test_ip_locations_merges_same_region_with_different_isp(db_session, mo
     await db_session.execute(
         text(
             """
-            INSERT INTO users (id, email, password_hash, full_name, role, clinical_department, status)
+            INSERT INTO users (id, email, password_hash, full_name, clinical_department, is_admin, status)
-            VALUES (:id, :email, :password_hash, :full_name, :role, :clinical_department, :status)
+            VALUES (:id, :email, :password_hash, :full_name, :clinical_department, :is_admin, :status)
             """
         ),
         {
@@ -372,8 +376,8 @@ async def test_ip_locations_merges_same_region_with_different_isp(db_session, mo
             "email": "region-merge@example.com",
             "password_hash": "hash",
             "full_name": "属地合并用户",
-            "role": "PM",
             "clinical_department": "临床运营",
+            "is_admin": False,
             "status": "ACTIVE",
         },
     )
@@ -410,7 +414,7 @@ async def test_ip_locations_merges_same_region_with_different_isp(db_session, mo
         lambda ip: ip_info_by_address[ip],
     )
 
-    result = await permission_monitoring.get_ip_locations(db=db_session, _=object(), days=7, limit=10)
+    result = await permission_monitoring.get_ip_locations(db=db_session, _=AdminUserStub(), days=7, limit=10)
 
     assert len(result["items"]) == 1
     assert result["items"][0]["province"] == "重庆"
@@ -448,8 +452,8 @@ async def test_ip_locations_keeps_private_network_location_label(db_session, mon
     await db_session.execute(
         text(
             """
-            INSERT INTO users (id, email, password_hash, full_name, role, clinical_department, status)
+            INSERT INTO users (id, email, password_hash, full_name, clinical_department, is_admin, status)
-            VALUES (:id, :email, :password_hash, :full_name, :role, :clinical_department, :status)
+            VALUES (:id, :email, :password_hash, :full_name, :clinical_department, :is_admin, :status)
             """
         ),
         {
@@ -457,8 +461,8 @@ async def test_ip_locations_keeps_private_network_location_label(db_session, mon
             "email": "private-network@example.com",
             "password_hash": "hash",
             "full_name": "局域网用户",
-            "role": "PM",
             "clinical_department": "临床运营",
+            "is_admin": False,
             "status": "ACTIVE",
         },
     )
@@ -484,7 +488,7 @@ async def test_ip_locations_keeps_private_network_location_label(db_session, mon
     )
     await db_session.commit()
 
-    result = await permission_monitoring.get_ip_locations(db=db_session, _=object(), days=7, limit=10)
+    result = await permission_monitoring.get_ip_locations(db=db_session, _=AdminUserStub(), days=7, limit=10)
 
     assert result["items"][0]["location"] == "局域网"
     assert result["items"][0]["province"] == ""
@@ -525,8 +529,8 @@ async def test_access_logs_include_user_behavior_summary(db_session):
         await db_session.execute(
             text(
                 """
-                INSERT INTO users (id, email, password_hash, full_name, role, clinical_department, status)
+                INSERT INTO users (id, email, password_hash, full_name, clinical_department, is_admin, status)
-                VALUES (:id, :email, :password_hash, :full_name, :role, :clinical_department, :status)
+                VALUES (:id, :email, :password_hash, :full_name, :clinical_department, :is_admin, :status)
                 """
             ),
             {
@@ -534,8 +538,8 @@ async def test_access_logs_include_user_behavior_summary(db_session):
                 "email": email,
                 "password_hash": "hash",
                 "full_name": name,
-                "role": role,
                 "clinical_department": "临床运营",
+                "is_admin": False,
                 "status": "ACTIVE",
             },
         )
@@ -573,7 +577,7 @@ async def test_access_logs_include_user_behavior_summary(db_session):
 
     result = await permission_monitoring.get_access_logs(
         db=db_session,
-        _=object(),
+        _=AdminUserStub(),
         study_id=None,
         user_id=None,
         endpoint_key=None,
@@ -621,7 +625,7 @@ async def test_security_access_logs_include_anonymous_ip_attempts(db_session):
 
     result = await permission_monitoring.get_security_access_logs(
         db=db_session,
-        _=object(),
+        _=AdminUserStub(),
         status_min=400,
         auth_status=None,
         page=1,

backend/tests/test_protected_admin.py

@@ -1,7 +1,7 @@
 import pytest
 
 from app.crud import user as user_crud
-from app.models.user import UserRole, UserStatus
+from app.models.user import UserStatus
 
 
 class _ScalarResult:
@@ -37,6 +37,6 @@ async def test_ensure_admin_exists_creates_protected_admin():
     assert len(session.added) == 1
     admin = session.added[0]
     assert admin.email == "admin@huapont.cn"
-    assert admin.role == UserRole.ADMIN
+    assert admin.is_admin is True
     assert admin.status == UserStatus.ACTIVE
     assert session.commit_count == 1

backend/tests/test_rbac_project_role.py

@@ -5,7 +5,7 @@ from app.core import rbac
 
 @dataclass
 class UserStub:
-    role: str
+    is_admin: bool = False
 
 
 @dataclass
@@ -14,12 +14,12 @@ class MemberStub:
 
 
 def test_non_admin_global_role_does_not_grant_project_document_permission():
-    assert not rbac.is_allowed("delete_document", UserStub(role="PM"), MemberStub(role_in_study="CRA"))
+    assert not rbac.is_allowed("delete_document", UserStub(), MemberStub(role_in_study="CRA"))
 
 
 def test_project_role_grants_project_document_permission():
-    assert rbac.is_allowed("delete_document", UserStub(role="CRA"), MemberStub(role_in_study="PM"))
+    assert rbac.is_allowed("delete_document", UserStub(), MemberStub(role_in_study="PM"))
 
 
 def test_global_admin_keeps_system_document_permission_without_membership():
-    assert rbac.is_allowed("delete_document", UserStub(role="ADMIN"), None)
+    assert rbac.is_allowed("delete_document", UserStub(is_admin=True), None)

backend/tests/test_registration.py

@@ -19,7 +19,7 @@ from app.crud import user as user_crud
 from app.db.base_class import Base
 from tests.conftest import GUID
 from app.models.study_member import StudyMember
-from app.models.user import User, UserRole, UserStatus
+from app.models.user import User, UserStatus
 from app.schemas.user import UserRegisterRequest
 
 TEST_DATABASE_URL = "sqlite+aiosqlite:///:memory:"
@@ -99,7 +99,7 @@ async def client_and_db():
                 password_hash=hash_password("admin123"),
                 full_name="Admin",
                 clinical_department="Admin",
-                role=UserRole.ADMIN,
+                is_admin=True,
                 status=UserStatus.ACTIVE,
             )
             session.add(admin)
@@ -128,7 +128,7 @@ async def test_register_creates_pending_user(client_and_db):
         user = await user_crud.get_by_email(session, payload["email"])
         assert user is not None
         assert user.status == UserStatus.PENDING
-        assert user.role == UserRole.PV
+        assert user.is_admin is False
         member_rows = (
             await session.execute(select(StudyMember).where(StudyMember.user_id == user.id))
         ).scalars().all()

backend/tests/test_study_role_context.py

@@ -6,17 +6,17 @@ import pytest
 from app.api.v1 import studies as studies_api
 from app.models.study import Study
 from app.models.study_member import StudyMember
-from app.models.user import User, UserRole, UserStatus
+from app.models.user import User, UserStatus
 
 
-def _make_user(role: UserRole = UserRole.CRA) -> User:
+def _make_user(*, is_admin: bool = False) -> User:
     return User(
         id=uuid.uuid4(),
         email="cra-pm@test.com",
         password_hash="hashed",
         full_name="CRA PM",
         clinical_department="Clinical",
-        role=role,
+        is_admin=is_admin,
         status=UserStatus.ACTIVE,
     )
 
@@ -36,7 +36,7 @@ def _make_study() -> Study:
 
 @pytest.mark.asyncio
 async def test_list_studies_returns_project_role_for_non_admin(monkeypatch):
-    current_user = _make_user(UserRole.CRA)
+    current_user = _make_user()
     study = _make_study()
     member = StudyMember(
         id=uuid.uuid4(),
@@ -62,7 +62,7 @@ async def test_list_studies_returns_project_role_for_non_admin(monkeypatch):
 
 @pytest.mark.asyncio
 async def test_list_studies_does_not_map_system_admin_to_project_admin(monkeypatch):
-    current_user = _make_user(UserRole.ADMIN)
+    current_user = _make_user(is_admin=True)
     study = _make_study()
 
     async def fake_list_studies(_db, skip=0, limit=100):

database/init.sql

@@ -1,12 +1,5 @@
 -- Idempotent schema for CTMS (derived from current SQLAlchemy models)
 
-DO $$
-BEGIN
-    CREATE TYPE public.user_role AS ENUM ('ADMIN', 'PM', 'CRA', 'PV', 'IMP', 'MEDICAL_REVIEW');
-EXCEPTION
-    WHEN duplicate_object THEN null;
-END $$;
-
 DO $$
 BEGIN
     CREATE TYPE public.user_status AS ENUM ('PENDING', 'ACTIVE', 'REJECTED', 'DISABLED');
@@ -19,8 +12,8 @@ CREATE TABLE IF NOT EXISTS public.users (
     email character varying(255) NOT NULL,
     password_hash character varying(255) NOT NULL,
     full_name character varying(255) NOT NULL,
-    role public.user_role NOT NULL,
     clinical_department character varying(255) NOT NULL,
+    is_admin boolean NOT NULL DEFAULT false,
     status public.user_status NOT NULL DEFAULT 'PENDING',
     created_at timestamp with time zone NOT NULL DEFAULT now(),
     updated_at timestamp with time zone NOT NULL DEFAULT now(),
@@ -528,18 +521,18 @@ CREATE INDEX IF NOT EXISTS ix_faq_replies_study_id ON public.faq_replies (study_
 -- DEMO SEED DATA (idempotent)
 -- =========================================
 INSERT INTO public.users (
-    id, email, password_hash, full_name, role, clinical_department, status, created_at, updated_at
+    id, email, password_hash, full_name, clinical_department, is_admin, status, created_at, updated_at
 ) VALUES
-    ('11111111-1111-1111-1111-111111111111', 'admin@example.com', '$2y$12$FMfyBt7YfZWeh/x8WMEIA.S6VUTIMryk2NxWHyOOuJvd6YrDwHAdu', 'System Admin', 'ADMIN', 'SYSTEM', 'ACTIVE', '2025-01-05 08:00:00+00', '2025-01-05 08:00:00+00'),
+    ('11111111-1111-1111-1111-111111111111', 'admin@example.com', '$2y$12$FMfyBt7YfZWeh/x8WMEIA.S6VUTIMryk2NxWHyOOuJvd6YrDwHAdu', 'System Admin', 'SYSTEM', true, 'ACTIVE', '2025-01-05 08:00:00+00', '2025-01-05 08:00:00+00'),
-    ('22222222-2222-2222-2222-222222222222', 'pm@example.com', '$2y$12$P9UDKu48ru84uVrlquqhXufmw/CfMEzQosC0X8eT2EmY/PgM/03j2', '项目经理', 'PM', 'PMO', 'ACTIVE', '2025-01-05 08:10:00+00', '2025-01-05 08:10:00+00'),
+    ('22222222-2222-2222-2222-222222222222', 'pm@example.com', '$2y$12$P9UDKu48ru84uVrlquqhXufmw/CfMEzQosC0X8eT2EmY/PgM/03j2', '项目经理', 'PMO', false, 'ACTIVE', '2025-01-05 08:10:00+00', '2025-01-05 08:10:00+00'),
-    ('33333333-3333-3333-3333-333333333333', 'cra@example.com', '$2y$12$D/.ZeDrUByPZFPnAl9MnKuzKn2G4ctKQ9IAS/CqS2sfMdE/5NaKAK', 'CRA 用户', 'CRA', 'CRA', 'ACTIVE', '2025-01-05 08:20:00+00', '2025-01-05 08:20:00+00'),
+    ('33333333-3333-3333-3333-333333333333', 'cra@example.com', '$2y$12$D/.ZeDrUByPZFPnAl9MnKuzKn2G4ctKQ9IAS/CqS2sfMdE/5NaKAK', 'CRA 用户', 'CRA', false, 'ACTIVE', '2025-01-05 08:20:00+00', '2025-01-05 08:20:00+00'),
-    ('55555555-5555-5555-5555-555555555555', 'pv@example.com', '$2y$12$P9UDKu48ru84uVrlquqhXufmw/CfMEzQosC0X8eT2EmY/PgM/03j2', 'PV 用户', 'PV', 'PV', 'ACTIVE', '2025-01-05 08:40:00+00', '2025-01-05 08:40:00+00'),
+    ('55555555-5555-5555-5555-555555555555', 'pv@example.com', '$2y$12$P9UDKu48ru84uVrlquqhXufmw/CfMEzQosC0X8eT2EmY/PgM/03j2', 'PV 用户', 'PV', false, 'ACTIVE', '2025-01-05 08:40:00+00', '2025-01-05 08:40:00+00'),
-    ('66666666-6666-6666-6666-666666666666', 'imp@example.com', '$2y$12$P9UDKu48ru84uVrlquqhXufmw/CfMEzQosC0X8eT2EmY/PgM/03j2', '药品管理员', 'IMP', 'IMP', 'ACTIVE', '2025-01-05 08:50:00+00', '2025-01-05 08:50:00+00')
+    ('66666666-6666-6666-6666-666666666666', 'imp@example.com', '$2y$12$P9UDKu48ru84uVrlquqhXufmw/CfMEzQosC0X8eT2EmY/PgM/03j2', '药品管理员', 'IMP', false, 'ACTIVE', '2025-01-05 08:50:00+00', '2025-01-05 08:50:00+00')
 ON CONFLICT (email) DO UPDATE SET
     password_hash = EXCLUDED.password_hash,
     full_name = EXCLUDED.full_name,
-    role = EXCLUDED.role,
     clinical_department = EXCLUDED.clinical_department,
+    is_admin = EXCLUDED.is_admin,
     status = EXCLUDED.status,
     updated_at = EXCLUDED.updated_at;
 

frontend/src/router.test.ts

@@ -26,6 +26,19 @@ describe("admin project route permissions", () => {
     expect(source).toContain("studyStore.currentPermissions?.[role]?.[operationKey]");
   });
 
+  it("guards project permission configuration with the system-level project config permission", () => {
+    const source = readRouter();
+    const projectPermissionRouteStart = source.indexOf('name: "AdminPermissionsProject"');
+    const projectPermissionRouteEnd = source.indexOf('name: "AdminPermissionsMonitoring"', projectPermissionRouteStart);
+    const projectPermissionRoute = source.slice(projectPermissionRouteStart, projectPermissionRouteEnd);
+
+    expect(source).toContain('const SYSTEM_PERMISSION_PROJECT_CONFIG = "system:permissions:project_config";');
+    expect(projectPermissionRoute).toContain("systemPermission: SYSTEM_PERMISSION_PROJECT_CONFIG");
+    expect(projectPermissionRoute).not.toContain("requiresProjectPm: true");
+    expect(source).toContain("to.meta.systemPermission");
+    expect(source).toContain("hasSystemPermissionAccess(to.meta.systemPermission as string, isAdmin)");
+  });
+
   it("keeps login landing independent from PM management backend access", () => {
     const source = readRouter();
 

frontend/src/router/index.ts

@@ -57,6 +57,10 @@ import SubjectForm from "../views/subjects/SubjectForm.vue";
 import SubjectDetail from "../views/subjects/SubjectDetail.vue";
 import { TEXT } from "../locales";
 
+const SYSTEM_PERMISSION_READ = "system:permissions:read";
+const SYSTEM_PERMISSION_PROJECT_CONFIG = "system:permissions:project_config";
+const SYSTEM_PERMISSION_MONITORING_METRICS = "system:monitoring:metrics";
+
 const routes: RouteRecordRaw[] = [
   {
     path: "/login",
@@ -414,19 +418,19 @@ const routes: RouteRecordRaw[] = [
         path: "permissions/system",
         name: "AdminPermissionsSystem",
         component: PermissionManagement,
-        meta: { title: "系统级权限", requiresProjectPm: true },
+        meta: { title: "系统级权限", systemPermission: SYSTEM_PERMISSION_READ },
       },
       {
         path: "permissions/project",
         name: "AdminPermissionsProject",
         component: PermissionManagement,
-        meta: { title: "项目权限配置", requiresProjectPm: true },
+        meta: { title: "项目权限配置", systemPermission: SYSTEM_PERMISSION_PROJECT_CONFIG },
       },
       {
         path: "permissions/monitoring",
         name: "AdminPermissionsMonitoring",
         component: PermissionManagement,
-        meta: { title: "权限监控", requiresProjectPm: true },
+        meta: { title: "权限监控", systemPermission: SYSTEM_PERMISSION_MONITORING_METRICS },
       },
     ],
   },
@@ -442,11 +446,30 @@ const router = createRouter({
 });
 
 const ADMIN_PROJECT_OPERATION_KEYS: Record<string, Record<"read" | "write", string>> = {
-  audit_export: { read: "audit_logs:read", write: "audit_logs:read" },
+  audit_export: { read: "audit_logs:read", write: "audit_logs:export" },
   project_members: { read: "project_members:list", write: "project_members:update" },
   sites: { read: "sites:read", write: "sites:update" },
 };
 
+const SYSTEM_PERMISSION_ROLES: Record<string, string[]> = {
+  [SYSTEM_PERMISSION_READ]: ["ADMIN", "PM"],
+  [SYSTEM_PERMISSION_PROJECT_CONFIG]: ["ADMIN", "PM"],
+  [SYSTEM_PERMISSION_MONITORING_METRICS]: ["ADMIN", "PM"],
+};
+
+const hasSystemPermissionAccess = async (permissionKey: string, isAdmin: boolean) => {
+  const roles = SYSTEM_PERMISSION_ROLES[permissionKey] || [];
+  if (isAdmin) return roles.includes("ADMIN");
+  if (!roles.includes("PM")) return false;
+
+  const studyStore = useStudyStore();
+  const hasPmProject = studyStore.currentStudyRole === "PM" || (studyStore.currentStudy as any)?.role_in_study === "PM";
+  if (!hasPmProject) {
+    await studyStore.ensureDefaultPmStudy().catch(() => {});
+  }
+  return studyStore.currentStudyRole === "PM" || (studyStore.currentStudy as any)?.role_in_study === "PM";
+};
+
 const ensureAdminProjectAccess = async (to: any, isAdmin: boolean) => {
   if (isAdmin) return true;
   const studyStore = useStudyStore();
@@ -548,6 +571,13 @@ router.beforeEach(async (to, _from, next) => {
       return;
     }
   }
+  if (to.meta.systemPermission) {
+    const allowed = await hasSystemPermissionAccess(to.meta.systemPermission as string, isAdmin);
+    if (!allowed) {
+      next({ path: isAdmin ? "/admin/users" : "/admin/projects" });
+      return;
+    }
+  }
   if (to.meta.requiresProjectPm && !isAdmin) {
     const hasPmProject = studyStore.currentStudyRole === "PM" || (studyStore.currentStudy as any)?.role_in_study === "PM";
     if (!hasPmProject) {

frontend/src/types/api.ts

@@ -37,7 +37,6 @@ export interface LoginKeyResponse {
   expires_at: string;
 }
 
-export type UserRole = "PM" | "CRA" | "PV" | "QA" | "CTA" | "ADMIN";
 export type UserStatus = "PENDING" | "ACTIVE" | "REJECTED" | "DISABLED";
 
 export interface UserInfo {

frontend/src/utils/permission.test.ts

@@ -18,6 +18,11 @@ describe("permission project role model", () => {
     expect(source).toContain('"fees.contract.create": "fees_contracts:create"');
     expect(source).toContain('"fees.contract.update": "fees_contracts:update"');
     expect(source).toContain('"fees.contract.delete": "fees_contracts:delete"');
+    expect(source).toContain('"project.members.list": "project_members:list"');
+    expect(source).toContain('"project.members.candidates": "project_members:candidates"');
+    expect(source).toContain('"project.members.create": "project_members:create"');
+    expect(source).toContain('"project.members.update": "project_members:update"');
+    expect(source).toContain('"project.members.delete": "project_members:delete"');
     expect(source).toContain('"documents.create": "documents:create"');
     expect(source).toContain('"documents.delete": "documents:delete"');
     expect(source).toContain("isApiPermissionAllowed");
@@ -26,5 +31,6 @@ describe("permission project role model", () => {
     expect(source).not.toContain('"faq.edit": "etmf');
     expect(source).not.toContain('"ADMIN", "PM"');
     expect(source).not.toContain('"fees.contract.write": "fees_contracts:create"');
+    expect(source).not.toContain("project.members.manage");
   });
 });

frontend/src/utils/permission.ts

@@ -15,13 +15,19 @@ const PERMISSIONS: Record<string, string[]> = {
   "faq.edit": ["ADMIN"],
   "faq.create": ["ADMIN"],
   "faq.reply": ["ADMIN"],
-  "project.members.manage": ["ADMIN"],
+  "project.members.list": ["ADMIN"],
+  "project.members.candidates": ["ADMIN"],
+  "project.members.create": ["ADMIN"],
+  "project.members.update": ["ADMIN"],
+  "project.members.delete": ["ADMIN"],
   "site.manage": ["ADMIN"],
   "site.cra.bind": ["ADMIN"],
   "fees.contract.create": ["ADMIN"],
   "fees.contract.update": ["ADMIN"],
   "fees.contract.delete": ["ADMIN"],
+  "documents.read": ["ADMIN"],
   "documents.create": ["ADMIN"],
+  "documents.update": ["ADMIN"],
   "documents.delete": ["ADMIN"],
 };
 
@@ -33,13 +39,19 @@ const REASONS: Record<string, string> = {
   "faq.edit": TEXT.modules.permissions.faqEdit,
   "faq.create": TEXT.modules.permissions.faqCreate,
   "faq.reply": TEXT.modules.permissions.faqReply,
-  "project.members.manage": TEXT.modules.permissions.projectMembersManage,
+  "project.members.list": TEXT.modules.permissions.projectMembersManage,
+  "project.members.candidates": TEXT.modules.permissions.projectMembersManage,
+  "project.members.create": TEXT.modules.permissions.projectMembersManage,
+  "project.members.update": TEXT.modules.permissions.projectMembersManage,
+  "project.members.delete": TEXT.modules.permissions.projectMembersManage,
   "site.manage": TEXT.modules.permissions.siteManage,
   "site.cra.bind": TEXT.modules.permissions.siteCraBind,
   "fees.contract.create": TEXT.modules.permissions.feeContractsWrite,
   "fees.contract.update": TEXT.modules.permissions.feeContractsWrite,
   "fees.contract.delete": TEXT.modules.permissions.feeContractsWrite,
+  "documents.read": TEXT.modules.permissions.default,
   "documents.create": TEXT.modules.permissions.default,
+  "documents.update": TEXT.modules.permissions.default,
   "documents.delete": TEXT.modules.permissions.default,
 };
 
@@ -67,13 +79,19 @@ export const usePermission = () => {
       "faq.reply": "faq_reply:create",
       "precautions.read": "precautions:read",
       "precautions.write": "precautions:create",
-      "project.members.manage": "project_members:update",
+      "project.members.list": "project_members:list",
+      "project.members.candidates": "project_members:candidates",
+      "project.members.create": "project_members:create",
+      "project.members.update": "project_members:update",
+      "project.members.delete": "project_members:delete",
       "site.manage": "sites:update",
       "site.cra.bind": "sites:update",
       "fees.contract.create": "fees_contracts:create",
       "fees.contract.update": "fees_contracts:update",
       "fees.contract.delete": "fees_contracts:delete",
+      "documents.read": "documents:read",
       "documents.create": "documents:create",
+      "documents.update": "documents:update",
       "documents.delete": "documents:delete",
       "audit.export.read": "audit_logs:read",
     };

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

@@ -15,8 +15,10 @@ describe("audit logs access", () => {
     expect(source).toContain('projectRole.value === "PM"');
     expect(source).toContain("isApiPermissionAllowed");
     expect(source).toContain('permissionMatrix.value?.[projectRole.value]?.["audit_logs:read"]');
-    expect(source).not.toContain('const role = auth.user?.role');
+    expect(source).toContain('permissionMatrix.value?.[projectRole.value]?.["audit_logs:export"]');
-    expect(source).not.toContain('role !== "ADMIN"');
+    expect(source).toContain('if (scope === "project" && !canProjectExport.value) return;');
+    expect(source).not.toMatch(/auth\.user\?\.role/);
+    expect(source).not.toContain('!== "ADMIN"');
   });
 
   it("does not expose legacy startup ethics business labels", () => {

frontend/src/views/admin/AuditLogs.vue

@@ -328,7 +328,7 @@ const isAdmin = computed(() => isSystemAdmin(auth.user));
 const projectRole = computed(() => getProjectRole(study.currentStudy, study.currentStudyRole));
 const canProjectExport = computed(() => {
   if (isAdmin.value) return true;
-  return projectRole.value === "PM" && isApiPermissionAllowed(permissionMatrix.value?.[projectRole.value]?.["audit_logs:read"]);
+  return projectRole.value === "PM" && isApiPermissionAllowed(permissionMatrix.value?.[projectRole.value]?.["audit_logs:export"]);
 });
 const canAccessAuditLogs = computed(() => {
   if (isAdmin.value) return true;
@@ -510,6 +510,7 @@ const handleExportCommand = (command: string) => {
 const confirmExport = async (scope: "system" | "project") => {
   const currentStudy = study.currentStudy;
   if (!currentStudy) return;
+  if (scope === "project" && !canProjectExport.value) return;
   const ok = await ElMessageBox.confirm(
     TEXT.modules.adminAuditLogs.exportConfirm,
     TEXT.modules.adminAuditLogs.exportConfirmTitle,

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

@@ -108,6 +108,20 @@ describe("permission management custom roles", () => {
     expect(source).toContain("await addMember(selectedStudyId.value, addMemberForm);");
   });
 
+  it("uses granular project member permissions for member management actions", () => {
+    const source = readSource();
+
+    expect(source).toContain('selectedProjectPermissionAllowed("project_members:list")');
+    expect(source).toContain('selectedProjectPermissionAllowed("project_members:candidates")');
+    expect(source).toContain('selectedProjectPermissionAllowed("project_members:create")');
+    expect(source).toContain('selectedProjectPermissionAllowed("project_members:update")');
+    expect(source).toContain('selectedProjectPermissionAllowed("project_members:delete")');
+    expect(source).toContain('v-if="canAddProjectMember"');
+    expect(source).toContain(":disabled=\"!canUpdateProjectMember(row)");
+    expect(source).toContain(":disabled=\"!canDeleteProjectMember(row)\"");
+    expect(source).not.toContain("project.members.manage");
+  });
+
   it("uses QA and CTA as preset project permission role keys", () => {
     const source = readSource();
 
@@ -173,13 +187,17 @@ describe("permission management custom roles", () => {
     expect(source).not.toContain('subjects: "参与者基础信息"');
   });
 
-  it("shows startup ethics permissions in role editor with business section names", () => {
+  it("shows startup ethics permissions in role editor with two business section names", () => {
     const source = readSource();
     const moduleSource = readProjectPermissionModulesSource();
 
     expect(moduleSource).toContain('startup_ethics: "立项与伦理"');
-    expect(source).toContain('startup_initiation: "立项记录"');
+    expect(source).toContain('startup_initiation: "立项"');
-    expect(source).toContain('startup_ethics: "伦理记录"');
+    expect(source).toContain('startup_initiation_attachments: "立项"');
+    expect(source).toContain('startup_ethics: "伦理"');
+    expect(source).toContain('startup_ethics_attachments: "伦理"');
+    expect(source).not.toContain('startup_initiation: "立项记录"');
+    expect(source).not.toContain('startup_ethics: "伦理记录"');
   });
 
   it("does not expose the legacy dashboard module after merging into project overview", () => {

frontend/src/views/admin/PermissionManagement.vue

@@ -73,7 +73,7 @@
                   <el-tag v-if="memberRows.length" effect="plain" size="small" round>{{ memberRows.length }} 名成员</el-tag>
                 </div>
                 <div class="sub-tab-actions">
-                  <el-button type="primary" @click="openAddMember">
+                  <el-button v-if="canAddProjectMember" type="primary" @click="openAddMember">
                     <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" style="width: 14px; height: 14px; margin-right: 4px"><path d="M16 21v-2a4 4 0 0 0-4-4H5a4 4 0 0 0-4 4v2"/><circle cx="8.5" cy="7" r="4"/><line x1="20" y1="8" x2="20" y2="14"/><line x1="23" y1="11" x2="17" y2="11"/></svg>
                     添加成员
                   </el-button>
@@ -96,7 +96,7 @@
                         size="small"
                         style="width: 130px"
                         @change="(val: string) => updateMemberRole(row.id, val)"
-                        :disabled="!canEditMember(row) || !row.is_active || row.effectiveStatus === 'DISABLED_GLOBAL'"
+                        :disabled="!canUpdateProjectMember(row) || !row.is_active || row.effectiveStatus === 'DISABLED_GLOBAL'"
                       >
                         <el-option
                           v-for="(label, val) in memberRoleLabels(row)"
@@ -128,12 +128,12 @@
                         link
                         :type="row.is_active ? 'warning' : 'primary'"
                         size="small"
-                        :disabled="!canEditMember(row) || row.effectiveStatus === 'DISABLED_GLOBAL'"
+                        :disabled="!canUpdateProjectMember(row) || row.effectiveStatus === 'DISABLED_GLOBAL'"
                         @click="toggleMemberActive(row)"
                       >
                         {{ row.is_active ? "停用" : "启用" }}
                       </el-button>
-                      <el-button link type="danger" size="small" :disabled="!canEditMember(row)" @click="deleteMember(row)">
+                      <el-button link type="danger" size="small" :disabled="!canDeleteProjectMember(row)" @click="deleteMember(row)">
                         移除
                       </el-button>
                     </template>
@@ -480,6 +480,18 @@ const isAdmin = computed(() => isSystemAdmin(auth.user));
 const selectedProjectRole = computed(() => selectedStudy.value?.role_in_study || "");
 const isSelectedProjectPm = computed(() => selectedProjectRole.value === "PM");
 const canManageSelectedProject = computed(() => isAdmin.value || isSelectedProjectPm.value);
+const selectedProjectPermissionAllowed = (operationKey: string) => {
+  if (isAdmin.value) return true;
+  const role = selectedProjectRole.value;
+  if (!role || !apiMatrix.value) return false;
+  return isApiPermissionAllowed(apiMatrix.value?.[role]?.[operationKey]);
+};
+const canListProjectMembers = computed(() => selectedProjectPermissionAllowed("project_members:list"));
+const canListProjectMemberCandidates = computed(() => selectedProjectPermissionAllowed("project_members:candidates"));
+const canCreateProjectMember = computed(() => selectedProjectPermissionAllowed("project_members:create"));
+const canUpdateProjectMembers = computed(() => selectedProjectPermissionAllowed("project_members:update"));
+const canDeleteProjectMembers = computed(() => selectedProjectPermissionAllowed("project_members:delete"));
+const canAddProjectMember = computed(() => canCreateProjectMember.value && canListProjectMemberCandidates.value);
 
 const { roleLabel, roleDescription, roleIcon, compareRolesByTemplateOrder, loadRoleTemplates } = useRoleTemplateMeta();
 const ROLE_RANK: Record<string, number> = {
@@ -495,7 +507,7 @@ const assignableRoleLabels = computed(() => {
   return result;
 });
 const memberRoleLabels = (row: MemberRoleRow) => {
-  if (canEditMember(row)) return assignableRoleLabels.value;
+  if (canUpdateProjectMember(row)) return assignableRoleLabels.value;
   return {
     ...assignableRoleLabels.value,
     [row.role_in_study]: roleLabel(row.role_in_study),
@@ -574,7 +586,8 @@ const onStudyChange = async (id: string) => {
   candidates.value = [];
   activeRolesDraft.value = [];
   router.replace({ query: { ...route.query, projectId: id } });
-  await Promise.all([loadPermissionData(), loadMembers(), loadActiveRoles()]);
+  await loadPermissionData();
+  await Promise.all([loadMembers(), loadActiveRoles()]);
   loadCandidates();
 };
 
@@ -617,13 +630,14 @@ const addMemberRules: FormRules = {
   role_in_study: [{ required: true, message: "请选择角色", trigger: "change" }],
 };
 
-const canEditMember = (row: MemberRoleRow) => {
+const canMutateProjectMember = (row: MemberRoleRow) => {
-  if (!canManageSelectedProject.value) return false;
   if (row.user_id === auth.user?.id) return false;
   if (row.user?.is_admin) return false;
   if (!isAdmin.value && (ROLE_RANK[row.role_in_study] ?? 0) >= ROLE_RANK.PM) return false;
   return true;
 };
+const canUpdateProjectMember = (row: MemberRoleRow) => canUpdateProjectMembers.value && canMutateProjectMember(row);
+const canDeleteProjectMember = (row: MemberRoleRow) => canDeleteProjectMembers.value && canMutateProjectMember(row);
 
 const memberRows = computed(() =>
   members.value.map((m) => {
@@ -639,7 +653,7 @@ const availableCandidates = computed(() => {
 });
 
 const loadMembers = async () => {
-  if (!selectedStudyId.value) return;
+  if (!canListProjectMembers.value || !selectedStudyId.value) return;
   membersLoading.value = true;
   try {
     const { data } = await listMembers(selectedStudyId.value, { limit: 500, include_inactive: true });
@@ -652,7 +666,10 @@ const loadMembers = async () => {
 };
 
 const loadCandidates = async () => {
-  if (!selectedStudyId.value) return;
+  if (!canListProjectMemberCandidates.value || !selectedStudyId.value) {
+    candidates.value = [];
+    return;
+  }
   try {
     const { data } = await listMemberCandidates(selectedStudyId.value, { limit: 500 });
     candidates.value = data ?? [];
@@ -662,6 +679,7 @@ const loadCandidates = async () => {
 };
 
 const openAddMember = () => {
+  if (!canAddProjectMember.value) return;
   addMemberForm.user_id = "";
   addMemberForm.role_in_study = Object.keys(assignableRoleLabels.value)[0] || "";
   addMemberVisible.value = true;
@@ -670,6 +688,10 @@ const openAddMember = () => {
 const resetAddMemberForm = () => { addMemberFormRef.value?.clearValidate(); };
 
 const submitAddMember = async () => {
+  if (!canAddProjectMember.value) {
+    ElMessage.warning("无权限添加成员");
+    return;
+  }
   const valid = await addMemberFormRef.value?.validate().catch(() => false);
   if (!valid) return;
   addMemberSaving.value = true;
@@ -686,6 +708,12 @@ const submitAddMember = async () => {
 };
 
 const updateMemberRole = async (memberId: string, role: string) => {
+  const row = members.value.find((item) => item.id === memberId);
+  if (!row || !canUpdateProjectMember(row)) {
+    ElMessage.warning("无权限更新成员");
+    loadMembers();
+    return;
+  }
   try {
     await updateMember(selectedStudyId.value, memberId, { role_in_study: role });
     ElMessage.success("角色已更新");
@@ -696,6 +724,10 @@ const updateMemberRole = async (memberId: string, role: string) => {
 };
 
 const toggleMemberActive = async (row: any) => {
+  if (!canUpdateProjectMember(row)) {
+    ElMessage.warning("无权限更新成员");
+    return;
+  }
   if (row.is_active) {
     const ok = await ElMessageBox.confirm("确认停用该成员？", "停用成员", { type: "warning" }).catch(() => null);
     if (!ok) return;
@@ -710,6 +742,10 @@ const toggleMemberActive = async (row: any) => {
 };
 
 const deleteMember = async (row: any) => {
+  if (!canDeleteProjectMember(row)) {
+    ElMessage.warning("无权限移除成员");
+    return;
+  }
   const ok = await ElMessageBox.confirm("确认将该账号从本项目移除？账号本身不会被删除。", "移除成员", {
     type: "warning",
   }).catch(() => null);
@@ -973,8 +1009,10 @@ const PERMISSION_SECTION_LABELS: Record<string, string> = {
   subject_histories: "病史",
   monitoring_issues: "监查访视问题",
   project_milestones: "项目里程碑",
-  startup_initiation: "立项记录",
+  startup_initiation: "立项",
-  startup_ethics: "伦理记录",
+  startup_initiation_attachments: "立项",
+  startup_ethics: "伦理",
+  startup_ethics_attachments: "伦理",
   precautions: "注意事项",
   precautions_attachments: "注意事项",
   faq: "医学咨询/FAQ",
@@ -1147,7 +1185,8 @@ onMounted(async () => {
   if (initialStudyId) {
     selectedStudyId.value = initialStudyId;
     if (qSub === "members") projectSubTab.value = "members";
-    await Promise.all([loadPermissionData(), loadMembers(), loadActiveRoles()]);
+    await loadPermissionData();
+    await Promise.all([loadMembers(), loadActiveRoles()]);
     loadCandidates();
   }
 

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

@@ -88,6 +88,32 @@ describe("project detail management role", () => {
 
     expect(source).toContain("isSystemAdmin(authStore.user)");
     expect(source).not.toContain('setupRole.value === "ADMIN"');
-    expect(source).not.toContain("project.value?.role_in_study || authStore.user?.role");
+    expect(source).not.toMatch(/authStore\.user\?\.role/);
+  });
+
+  it("uses fine-grained setup config permissions for each setup action", () => {
+    const source = readProjectDetail();
+
+    expect(source).toContain("const canReadSetupConfig = computed");
+    expect(source).toContain("const canUpdateSetupConfig = computed");
+    expect(source).toContain("const canPublishSetupConfig = computed");
+    expect(source).toContain("const canRollbackSetupConfig = computed");
+    expect(source).toContain("const canDeleteSetupVersion = computed");
+    expect(source).toContain('selectedProjectPermissionAllowed("setup_config:read")');
+    expect(source).toContain('selectedProjectPermissionAllowed("setup_config:update")');
+    expect(source).toContain('selectedProjectPermissionAllowed("setup_config:publish")');
+    expect(source).toContain('selectedProjectPermissionAllowed("setup_config:rollback")');
+    expect(source).toContain('selectedProjectPermissionAllowed("setup_config:delete_version")');
+    expect(source).toContain('v-if="canUpdateSetupConfig" type="success"');
+    expect(source).toContain('v-if="canPublishSetupConfig" type="warning"');
+    expect(source).toContain('v-if="canRollbackSetupConfig"');
+    expect(source).toContain('v-if="canDeleteSetupVersion"');
+    expect(source).toContain("if (!canReadSetupConfig.value)");
+    expect(source).toContain("if (!canUpdateSetupConfig.value)");
+    expect(source).toContain("if (!canPublishAction.value) return");
+    expect(source).toContain("if (!canRollbackSetupConfig.value) return");
+    expect(source).toContain("if (!canDeleteSetupVersion.value) return");
+    expect(source).not.toContain("const hasSetupReadPermission = computed");
+    expect(source).not.toContain("const canManageSetup = computed");
   });
 });

frontend/src/views/admin/ProjectDetail.vue

@@ -56,10 +56,10 @@
         </div>
 
         <div class="setup-toolbar-actions">
-          <el-button v-if="canManageSetup" type="success" plain :loading="primarySaveLoading" :disabled="isPublishedView" @click="handlePrimarySaveConfig">保存配置</el-button>
+          <el-button v-if="canUpdateSetupConfig" type="success" plain :loading="primarySaveLoading" :disabled="isPublishedView" @click="handlePrimarySaveConfig">保存配置</el-button>
-          <el-button v-if="canManageSetup" type="info" plain :disabled="isPublishedView || !publishedSetupDraft" @click="handleRefillDraft">一键回填</el-button>
+          <el-button v-if="canUpdateSetupConfig" type="info" plain :disabled="isPublishedView || !publishedSetupDraft" @click="handleRefillDraft">一键回填</el-button>
-          <el-button v-if="canManageSetup" type="danger" plain :disabled="isPublishedView" @click="handleClearDraft">清空草稿</el-button>
+          <el-button v-if="canUpdateSetupConfig" type="danger" plain :disabled="isPublishedView" @click="handleClearDraft">清空草稿</el-button>
-          <el-button v-if="canManageSetup" type="warning" plain :loading="publishConfirmLoading" @click="publishConfigNow">发布版本</el-button>
+          <el-button v-if="canPublishSetupConfig" type="warning" plain :loading="publishConfirmLoading" @click="publishConfigNow">发布版本</el-button>
           <el-button
             type="info"
             plain
@@ -1498,18 +1498,18 @@
               </div>
               <div class="rollback-axis-actions">
                 <el-tooltip content="回滚到此版本" placement="top" :show-after="300">
-                  <el-button class="vm-action-btn vm-action-danger" size="small" @click="selectRollbackVersion(row.version)">
+                  <el-button v-if="canRollbackSetupConfig" class="vm-action-btn vm-action-danger" size="small" @click="selectRollbackVersion(row.version)">
                     <el-icon :size="13"><RefreshLeft /></el-icon>
                     回滚
                   </el-button>
                 </el-tooltip>
-                <el-tooltip v-if="(row.branch_name || 'main') === 'main'" content="基于此版本新建分支草稿" placement="top" :show-after="300">
+                <el-tooltip v-if="canUpdateSetupConfig && (row.branch_name || 'main') === 'main'" content="基于此版本新建分支草稿" placement="top" :show-after="300">
                   <el-button class="vm-action-btn vm-action-primary" size="small" @click="checkoutBranchDraftFromVersion(row.version)">
                     <el-icon :size="13"><DocumentCopy /></el-icon>
                     新建分支草稿
                   </el-button>
                 </el-tooltip>
-                <el-tooltip v-if="(row.branch_name || 'main') !== 'main'" content="合并至主线创建新版本" placement="top" :show-after="300">
+                <el-tooltip v-if="canPublishSetupConfig && (row.branch_name || 'main') !== 'main'" content="合并至主线创建新版本" placement="top" :show-after="300">
                   <el-button class="vm-action-btn vm-action-primary" size="small" @click="mergeVersionToMain(row.version)">
                     <el-icon :size="13"><Connection /></el-icon>
                     合并主线（新版本）
@@ -1521,7 +1521,7 @@
                     下载
                   </el-button>
                 </el-tooltip>
-                <el-tooltip content="删除此版本" placement="top" :show-after="300">
+                <el-tooltip v-if="canDeleteSetupVersion" content="删除此版本" placement="top" :show-after="300">
                   <el-button
                     class="vm-action-btn vm-action-danger"
                     size="small"
@@ -2405,20 +2405,18 @@ const setupDraft = reactive<SetupConfigDraft>({
 const storageKey = computed(() => `ctms_setup_config_draft_${String(route.params.projectId || "")}`);
 const projectDraftStorageKey = computed(() => `ctms_setup_project_draft_${String(route.params.projectId || "")}`);
 const projectPermissions = ref<Record<string, Record<string, any>> | null>(null);
-const hasSetupReadPermission = computed(() => {
+const selectedProjectPermissionAllowed = (operationKey: string) => {
   if (isSystemAdmin(authStore.user)) return true;
   if (!projectPermissions.value) return false;
   const rolePerms = Object.values(projectPermissions.value)[0];
   if (!rolePerms) return false;
-  return isApiPermissionAllowed(rolePerms["setup_config:update"]);
+  return isApiPermissionAllowed(rolePerms[operationKey]);
-});
+};
-const canManageSetup = computed(() => {
+const canReadSetupConfig = computed(() => selectedProjectPermissionAllowed("setup_config:read"));
-  if (isSystemAdmin(authStore.user)) return true;
+const canUpdateSetupConfig = computed(() => selectedProjectPermissionAllowed("setup_config:update"));
-  if (!projectPermissions.value) return false;
+const canPublishSetupConfig = computed(() => selectedProjectPermissionAllowed("setup_config:publish"));
-  const rolePerms = Object.values(projectPermissions.value)[0];
+const canRollbackSetupConfig = computed(() => selectedProjectPermissionAllowed("setup_config:rollback"));
-  if (!rolePerms) return false;
+const canDeleteSetupVersion = computed(() => selectedProjectPermissionAllowed("setup_config:delete_version"));
-  return isApiPermissionAllowed(rolePerms["setup_config:update"]);
-});
 const isPreviewView = computed(() => setupViewMode.value === "preview");
 const isPublishedVersionView = computed(() => setupViewMode.value === "published");
 const isPublishedView = computed(() => isPreviewView.value || isPublishedVersionView.value);
@@ -2429,7 +2427,7 @@ const currentSetupDraft = computed<SetupConfigDraft>(() => {
   return setupDraft;
 });
 const canEditSetup = computed(
-  () => Boolean(project.value && !project.value?.is_locked && canManageSetup.value && !isPublishedView.value)
+  () => Boolean(project.value && !project.value?.is_locked && canUpdateSetupConfig.value && !isPublishedView.value)
 );
 const canMutateDraft = () => canEditSetup.value && !isPublishedView.value;
 const canEditStep1BasicGroup = (group: Exclude<Step1EditSection, "all" | "summary">) =>
@@ -2482,8 +2480,8 @@ const closeIndexedEditor = (controller: IndexedEditorController, successMessage:
   controller.index.value = -1;
   ElMessage.success(successMessage);
 };
-const canSaveDraftAction = computed(() => Boolean(project.value && canManageSetup.value && !project.value?.is_locked && !isPublishedView.value));
+const canSaveDraftAction = computed(() => Boolean(project.value && canUpdateSetupConfig.value && !project.value?.is_locked && !isPublishedView.value));
-const canPublishAction = computed(() => Boolean(project.value && canManageSetup.value && !project.value?.is_locked));
+const canPublishAction = computed(() => Boolean(project.value && canPublishSetupConfig.value && !project.value?.is_locked));
 const currentStepTitle = computed(() => `第${activeStep.value + 1}步：${steps[activeStep.value]?.label || ""}`);
 const setupPublishedVersionText = computed(() => {
   return setupPublishedVersion.value || "v0";
@@ -4397,7 +4395,7 @@ const loadProject = async () => {
     project.value = data as Study;
     projectPermissions.value = permRes.data as any;
 
-    if (!hasSetupReadPermission.value) {
+    if (!canReadSetupConfig.value) {
       ElMessage.warning("当前角色无权访问立项配置");
       router.replace("/admin/projects");
       return;
@@ -4450,7 +4448,7 @@ const startEdit = () => {
     ElMessage.info("当前为只读视图，请先切换到草稿后再编辑");
     return;
   }
-  if (!canManageSetup.value) {
+  if (!canUpdateSetupConfig.value) {
     ElMessage.warning("当前角色无权编辑立项配置");
     return;
   }
@@ -4634,7 +4632,8 @@ const saveConfigNow = async (): Promise<boolean> => {
 };
 
 const doPublishConfigNow = async (): Promise<boolean> => {
-  if (!project.value || !canPublishAction.value) return false;
+  if (!project.value) return false;
+  if (!canPublishAction.value) return false;
   try {
     if (hasFormUnsavedChanges.value) {
       syncProjectInfoIntoSetupDraft();
@@ -4695,7 +4694,8 @@ const doPublishConfigNow = async (): Promise<boolean> => {
 };
 
 const publishConfigNow = async () => {
-  if (!project.value || !canManageSetup.value) return;
+  if (!project.value) return;
+  if (!canPublishAction.value) return;
   reconcileDraftSyncStateBeforePublish();
   if (hasSetupDraftUnsavedChanges.value) {
     ElMessage.warning("当前存在未上传的本地草稿，请先点击“保存配置”");
@@ -4960,13 +4960,14 @@ const isLatestPublishedVersion = (rawVersion: number): boolean => {
 };
 
 const openRollbackDialog = async () => {
-  if (!project.value || !canManageSetup.value) return;
+  if (!project.value || !canReadSetupConfig.value) return;
   await loadSetupVersionHistory();
   rollbackDialogVisible.value = true;
 };
 
 const selectRollbackVersion = async (targetVersion: number) => {
   if (!project.value) return;
+  if (!canRollbackSetupConfig.value) return;
   const targetDisplayVersion = getDisplayVersionLabel(targetVersion);
   try {
     await ElMessageBox.confirm(
@@ -5018,6 +5019,7 @@ const selectRollbackVersion = async (targetVersion: number) => {
 
 const checkoutBranchDraftFromVersion = async (targetVersion: number) => {
   if (!project.value) return;
+  if (!canUpdateSetupConfig.value) return;
   const targetDisplayVersion = getDisplayVersionLabel(targetVersion);
   try {
     await ElMessageBox.confirm(
@@ -5344,6 +5346,7 @@ ${buildExcelWorksheetXml("第6步-中心确认", metaRows, step6Headers, step6Ro
 
 const removeVersion = async (targetVersion: number) => {
   if (!project.value) return;
+  if (!canDeleteSetupVersion.value) return;
   if (isLatestPublishedVersion(targetVersion)) {
     ElMessage.warning("当前发布版本不能删除");
     return;
@@ -5372,6 +5375,7 @@ const removeVersion = async (targetVersion: number) => {
 
 const mergeVersionToMain = async (sourceVersion: number) => {
   if (!project.value) return;
+  if (!canPublishSetupConfig.value) return;
   const sourceVersionLabel = getDisplayVersionLabel(sourceVersion);
   try {
     await ElMessageBox.confirm(
@@ -5420,7 +5424,7 @@ const mergeVersionToMain = async (sourceVersion: number) => {
 };
 
 const handleRefillDraft = async () => {
-  if (!project.value || !canManageSetup.value) return;
+  if (!project.value || !canUpdateSetupConfig.value) return;
   try {
     await ElMessageBox.confirm(
       `确认将草稿一键回填为当前发布版本 ${setupPublishedVersionText.value} 的内容？`,
@@ -5468,7 +5472,7 @@ const handleRefillDraft = async () => {
 };
 
 const handleClearDraft = async () => {
-  if (!project.value || !canManageSetup.value) return;
+  if (!project.value || !canUpdateSetupConfig.value) return;
   try {
     await ElMessageBox.confirm(
       "确认清空当前立项配置草稿的所有数据？该操作不会影响已发布版本。",
@@ -5521,7 +5525,7 @@ const ensureCanSaveDraftAction = (): boolean => {
     ElMessage.warning("项目信息尚未加载完成，请稍后重试");
     return false;
   }
-  if (!canManageSetup.value) {
+  if (!canUpdateSetupConfig.value) {
     ElMessage.warning("当前角色无权保存立项配置");
     return false;
   }
@@ -5641,7 +5645,7 @@ const ensureStep2Editable = (): boolean => {
     ElMessage.info("当前为只读视图，请先切换到草稿后再操作");
     return false;
   }
-  if (!canManageSetup.value) {
+  if (!canUpdateSetupConfig.value) {
     ElMessage.warning("当前角色无权编辑立项配置");
     return false;
   }

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

@@ -10,11 +10,17 @@ describe("ProjectMembers user directory access", () => {
 
     expect(source).not.toContain("fetchUsers");
     expect(source).not.toContain("../../api/users");
-    expect(source).toContain('const canManageMembers = computed(() => permission.can("project.members.manage"));');
+    expect(source).toContain('const canListMembers = computed(() => permission.can("project.members.list"));');
-    expect(source).toContain("if (!canManageMembers.value");
+    expect(source).toContain('const canListMemberCandidates = computed(() => permission.can("project.members.candidates"));');
+    expect(source).toContain('const canCreateMember = computed(() => permission.can("project.members.create"));');
+    expect(source).toContain('const canUpdateMember = computed(() => permission.can("project.members.update"));');
+    expect(source).toContain('const canDeleteMember = computed(() => permission.can("project.members.delete"));');
+    expect(source).toContain("if (!canListMembers.value");
+    expect(source).toContain("if (!canListMemberCandidates.value");
     expect(source).toContain("return;");
-    expect(source).toContain('v-if="canManageMembers"');
+    expect(source).toContain('v-if="canAddMember"');
     expect(source).toContain("listMemberCandidates(projectId.value, { limit: 500 })");
+    expect(source).not.toContain("project.members.manage");
   });
 
   it("uses the member API embedded user data when the global directory is unavailable", () => {
@@ -34,6 +40,7 @@ describe("ProjectMembers user directory access", () => {
     expect(source).toContain("const canAssignRole = (role: string)");
     expect(source).toContain(":disabled=\"!canAssignRole(role.value)\"");
     expect(source).toContain(':disabled="!canEditMember(scope.row)');
+    expect(source).toContain(':disabled="!canDeleteProjectMember(scope.row)"');
   });
 
   it("uses permission template names for project role display options", () => {

frontend/src/views/admin/ProjectMembers.vue

@@ -3,7 +3,7 @@
     <div class="main-content-flat unified-shell">
       <div class="unified-action-bar actions-only-bar">
         <div class="filter-spacer"></div>
-        <el-button v-if="canManageMembers" type="primary" @click="openAdd">
+        <el-button v-if="canAddMember" type="primary" @click="openAdd">
           {{ TEXT.common.actions.add }}{{ TEXT.modules.adminProjectMembers.memberLabel }}
         </el-button>
       </div>
@@ -50,7 +50,7 @@
                 />
               </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>
+              <el-button link type="danger" size="small" :disabled="!canDeleteProjectMember(scope.row)" @click="onDelete(scope.row)">{{ TEXT.common.actions.delete }}</el-button>
               <el-button
                 link
                 :type="scope.row.is_active ? 'danger' : 'primary'"
@@ -130,7 +130,12 @@ const newMember = reactive({
   user_id: "",
   role_in_study: "PM",
 });
-const canManageMembers = computed(() => permission.can("project.members.manage"));
+const canListMembers = computed(() => permission.can("project.members.list"));
+const canListMemberCandidates = computed(() => permission.can("project.members.candidates"));
+const canCreateMember = computed(() => permission.can("project.members.create"));
+const canUpdateMember = computed(() => permission.can("project.members.update"));
+const canDeleteMember = computed(() => permission.can("project.members.delete"));
+const canAddMember = computed(() => canCreateMember.value && canListMemberCandidates.value);
 const projectRole = computed(() => project.value?.role_in_study || "");
 const ROLE_KEYS = ["PM", "CRA", "PV", "QA", "CTA", "ADMIN"];
 const roleOptions = computed(() => roleOptionsFor(ROLE_KEYS));
@@ -144,13 +149,14 @@ const roleRank: Record<string, number> = {
 };
 const currentRoleRank = computed(() => auth.user?.is_admin ? Number.POSITIVE_INFINITY : roleRank[projectRole.value] || 0);
 const canAssignRole = (role: string) => (auth.user?.is_admin ? true : (roleRank[role] || 0) <= currentRoleRank.value);
-const canEditMember = (row: StudyMember) => {
+const canMutateProjectMember = (row: StudyMember) => {
-  if (!canManageMembers.value) return false;
   if (row.user?.is_admin) return false;
   if (auth.user?.is_admin) return true;
   if (row.user_id === auth.user?.id) return false;
   return (roleRank[row.role_in_study] || 0) <= currentRoleRank.value;
 };
+const canEditMember = (row: StudyMember) => canUpdateMember.value && canMutateProjectMember(row);
+const canDeleteProjectMember = (row: StudyMember) => canDeleteMember.value && canMutateProjectMember(row);
 
 const addRules = reactive<FormRules>({
   user_id: [{ required: true, message: requiredMessage(TEXT.modules.adminProjectMembers.user), trigger: "change" }],
@@ -168,16 +174,12 @@ const loadProject = async () => {
 };
 
 const loadMembers = async () => {
-  if (!projectId.value) return;
+  if (!canListMembers.value || !projectId.value) return;
   loading.value = true;
   try {
     const { data } = await listMembers(projectId.value, { limit: 500, include_inactive: true });
     members.value = Array.isArray(data) ? data : data.items || [];
-    if (!canManageMembers.value) {
+    if (!canListMemberCandidates.value) syncUsersFromMembers();
-      users.value = members.value
-        .map((member) => member.user)
-        .filter((user): user is UserInfo => Boolean(user?.id)) as UserInfo[];
-    }
   } catch (e: any) {
     ElMessage.error(e?.response?.data?.message || TEXT.modules.adminProjectMembers.loadFailed);
   } finally {
@@ -185,9 +187,15 @@ const loadMembers = async () => {
   }
 };
 
+const syncUsersFromMembers = () => {
+  users.value = members.value
+    .map((member) => member.user)
+    .filter((user): user is UserInfo => Boolean(user?.id)) as UserInfo[];
+};
+
 const loadUsers = async () => {
-  if (!canManageMembers.value || !projectId.value) {
+  if (!canListMemberCandidates.value || !projectId.value) {
-    users.value = [];
+    syncUsersFromMembers();
     return;
   }
   try {
@@ -211,7 +219,7 @@ const memberRows = computed(() =>
 );
 
 const openAdd = () => {
-  if (!canManageMembers.value) return;
+  if (!canAddMember.value) return;
   newMember.user_id = "";
   newMember.role_in_study = canAssignRole("PM") ? "PM" : "CRA";
   addVisible.value = true;
@@ -219,9 +227,13 @@ const openAdd = () => {
 
 const submitAdd = async () => {
   if (!projectId.value) return;
+  if (!canAddMember.value) {
+    ElMessage.warning(TEXT.common.messages.noPermission);
+    return;
+  }
   const decision = evaluateAction({
     actorRole: auth.user?.is_admin ? "ADMIN" : null,
-    requiredPermission: "project.members.manage",
+    requiredPermission: "project.members.create",
     target: { projectId: projectId.value },
   });
   if (!decision.allowed) {
@@ -256,7 +268,7 @@ const updateRole = async (memberId: string, role: string) => {
   }
   const decision = evaluateAction({
     actorRole: auth.user?.is_admin ? "ADMIN" : null,
-    requiredPermission: "project.members.manage",
+    requiredPermission: "project.members.update",
     target: { projectId: projectId.value, memberId },
   });
   if (!decision.allowed) {
@@ -281,7 +293,7 @@ const toggleActive = async (row: StudyMember) => {
   }
   const decision = evaluateAction({
     actorRole: auth.user?.is_admin ? "ADMIN" : null,
-    requiredPermission: "project.members.manage",
+    requiredPermission: "project.members.update",
     target: { projectId: projectId.value, memberId: row.id },
   });
   if (!decision.allowed) {
@@ -314,13 +326,13 @@ const toggleActive = async (row: StudyMember) => {
 
 const onDelete = async (row: StudyMember) => {
   if (!projectId.value) return;
-  if (!canEditMember(row)) {
+  if (!canDeleteProjectMember(row)) {
     ElMessage.warning(TEXT.common.messages.noPermission);
     return;
   }
   const decision = evaluateAction({
     actorRole: auth.user?.is_admin ? "ADMIN" : null,
-    requiredPermission: "project.members.manage",
+    requiredPermission: "project.members.delete",
     target: { projectId: projectId.value, memberId: row.id },
   });
   if (!decision.allowed) {

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

@@ -52,12 +52,22 @@ describe("project management access", () => {
     expect(source).toContain("canProject(scope.row, 'audit_export', 'read')");
   });
 
-  it("opens project names in management detail when the user has setup config write permission", () => {
+  it("opens project names in management detail when the user has setup config read permission", () => {
     const source = readProjects();
 
-    expect(source).toContain("v-if=\"canProject(scope.row, 'setup_config', 'write')\"");
+    expect(source).toContain("v-if=\"canProject(scope.row, 'setup_config', 'read')\"");
     expect(source).toContain('@click="goProject(scope.row)" class="project-name"');
     expect(source).toContain('@click="enterStudy(scope.row)"');
-    expect(source).toContain('if (!canProject(row, "setup_config", "write"))');
+    expect(source).toContain('if (!canProject(row, "setup_config", "read"))');
+  });
+
+  it("keeps audit export write mappings on the export operation", () => {
+    const projects = readProjects();
+    const router = readRouter();
+
+    expect(projects).toContain('audit_export: { read: "audit_logs:read", write: "audit_logs:export" }');
+    expect(router).toContain('audit_export: { read: "audit_logs:read", write: "audit_logs:export" }');
+    expect(projects).not.toContain('audit_export: { read: "audit_logs:read", write: "audit_logs:read" }');
+    expect(router).not.toContain('audit_export: { read: "audit_logs:read", write: "audit_logs:read" }');
   });
 });

frontend/src/views/admin/Projects.vue

@@ -74,7 +74,7 @@
                   </svg>
                 </div>
                 <div class="project-info">
-                  <el-link v-if="canProject(scope.row, 'setup_config', 'write')" type="primary" @click="goProject(scope.row)" class="project-name">{{ scope.row.name }}</el-link>
+                  <el-link v-if="canProject(scope.row, 'setup_config', 'read')" type="primary" @click="goProject(scope.row)" class="project-name">{{ scope.row.name }}</el-link>
                   <span v-else class="project-name project-name--disabled">{{ scope.row.name }}</span>
                   <span class="project-code">{{ scope.row.code || '-' }}</span>
                 </div>
@@ -210,7 +210,7 @@ const openCreate = () => {
 const MODULE_TO_OPERATION: Record<string, Record<string, string>> = {
   project_members: { read: "project_members:list", write: "project_members:update" },
   sites: { read: "sites:read", write: "sites:update" },
-  audit_export: { read: "audit_logs:read", write: "audit_logs:read" },
+  audit_export: { read: "audit_logs:read", write: "audit_logs:export" },
   setup_config: { read: "setup_config:read", write: "setup_config:update" },
 };
 
@@ -335,7 +335,7 @@ const goDetail = (row: Study) => {
 };
 
 const goProject = (row: Study) => {
-  if (!canProject(row, "setup_config", "write")) {
+  if (!canProject(row, "setup_config", "read")) {
     ElMessage.warning("当前角色无权访问该项目的立项配置");
     return;
   }