同步全局协作台账与工作台界面优化

工作台新增与项目平级的全局协作台账，复用共享库在线协作能力。两本台账使用合同台账明细表、临床运营项目编号的空白模板，支持独立账号授权、在线编辑和历史版本保留，禁止删除整个台账及历史版本。

台账管理拆分为信息维护、访问与权限、历史版本三个独立入口；后两者与项目共享组件。统一项目和台账的卡片高度、数量徽标与标题布局，缩小工作台顶部留白，优化信息维护弹窗，并修复空用途说明和版本命名的默认提示。同步现有飞线图白色残影修复，以及在线文档的字体构建支持。

已验证：前端五百五十四项测试、后端台账与在线文档七十四项测试、类型检查、界面约束、运行时边界、桌面发布静态检查、网页构建和本地桌面应用构建均通过。数据库表结构升级已完成离线脚本生成检查，存储持久化检查通过。桌面凭据测试显式隔离构建环境，并覆盖使用默认服务器地址读取凭据的场景；在注入默认服务器地址的环境中完成全部前端测试。

提交包含必需的表结构升级和只有表头的初始模板；不包含本地台账业务记录、数据库导出、账号授权运行数据或上传目录中的历史文件。字体文件沿用部署方单独提供的方式。

backend/app/api/v1/ledgers.py

@@ -0,0 +1,201 @@
+import uuid
+
+from fastapi import APIRouter, Depends, File, Form, Query, Response, UploadFile
+from fastapi.responses import FileResponse
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.core.deps import get_current_user, get_db_session, require_roles
+from app.schemas.collaboration import (
+    CollaborationEditorConfigRead, CollaborationExportRecord, CollaborationRevisionRead,
+    CollaborationEditRequestRead, CollaborationEditRequestResolve, CollaborationOwnershipTransferRequest,
+    CollaborationShareLinkRead, CollaborationShareLinkUpdate, CollaborationRevisionUpdate,
+)
+from app.schemas.ledger import (
+    LedgerAccessSettings, LedgerCandidateRead, LedgerMemberRead, LedgerMemberUpsert, LedgerRead, LedgerRestore, LedgerSettings,
+)
+from app.schemas.onlyoffice import OnlyOfficePreviewConfigRead
+from app.services import collaboration_service, collaboration_share_service, ledger_service, onlyoffice_collaboration_service, onlyoffice_service
+
+
+def no_store(response: Response):
+    response.headers["Cache-Control"] = "no-store"
+
+
+router = APIRouter(dependencies=[Depends(no_store)])
+
+
+@router.get("", response_model=list[LedgerRead])
+async def list_ledgers(db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    return await ledger_service.list_ledgers(db, user)
+
+
+@router.post("/initialize", response_model=list[LedgerRead])
+async def initialize(db: AsyncSession = Depends(get_db_session), user=Depends(require_roles(["ADMIN"]))):
+    return await ledger_service.initialize_ledgers(db, user)
+
+
+@router.get("/{ledger_id}", response_model=LedgerRead)
+async def read(ledger_id: uuid.UUID, db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user)
+    return await ledger_service.read_ledger(db, item, user)
+
+
+@router.patch("/{ledger_id}", response_model=LedgerRead)
+async def update(ledger_id: uuid.UUID, payload: LedgerSettings, db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    return await ledger_service.update_settings(db, item, payload, user)
+
+
+@router.post("/{ledger_id}/import", response_model=LedgerRead)
+async def import_template(
+    ledger_id: uuid.UUID, file: UploadFile = File(...), generation: int = Form(..., ge=1),
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    return await ledger_service.import_content(db, item, file, generation, user)
+
+
+@router.get("/{ledger_id}/members", response_model=list[LedgerMemberRead])
+async def members(ledger_id: uuid.UUID, db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True)
+    return await ledger_service.list_members(db, item)
+
+
+@router.get("/{ledger_id}/candidates", response_model=list[LedgerCandidateRead])
+async def candidates(
+    ledger_id: uuid.UUID, keyword: str = Query(default="", max_length=100),
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    await ledger_service.get_ledger(db, ledger_id, user, manage=True)
+    return await ledger_service.candidates(db, keyword)
+
+
+@router.put("/{ledger_id}/members", status_code=204)
+async def grant(
+    ledger_id: uuid.UUID, payload: LedgerMemberUpsert,
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    await ledger_service.set_member(db, item, payload, user)
+
+
+@router.delete("/{ledger_id}/members/{user_id}", status_code=204)
+async def revoke(
+    ledger_id: uuid.UUID, user_id: uuid.UUID,
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    await ledger_service.remove_member(db, item, user_id, user)
+
+
+@router.get("/{ledger_id}/editor-config", response_model=CollaborationEditorConfigRead)
+async def editor_config(ledger_id: uuid.UUID, db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, lock=True)
+    return await onlyoffice_collaboration_service.build_editor_config(db, item, user)
+
+
+@router.patch("/{ledger_id}/access-settings", response_model=LedgerRead)
+async def access_settings(ledger_id: uuid.UUID, payload: LedgerAccessSettings,
+                          db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    return await ledger_service.update_access_settings(db, item, payload, user)
+
+
+@router.get("/{ledger_id}/share-link", response_model=CollaborationShareLinkRead)
+async def share_link(ledger_id: uuid.UUID, db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    return await collaboration_share_service.get_share_link(db, item, user)
+
+
+@router.put("/{ledger_id}/share-link", response_model=CollaborationShareLinkRead)
+async def update_share_link(ledger_id: uuid.UUID, payload: CollaborationShareLinkUpdate,
+                            db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    return await collaboration_share_service.update_share_link(db, item, payload, user)
+
+
+@router.post("/{ledger_id}/edit-requests", response_model=CollaborationEditRequestRead)
+async def request_edit(ledger_id: uuid.UUID, db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, lock=True)
+    return await collaboration_service.create_edit_request(db, item, user)
+
+
+@router.get("/{ledger_id}/edit-requests", response_model=list[CollaborationEditRequestRead])
+async def edit_requests(ledger_id: uuid.UUID, db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True)
+    return await collaboration_service.list_edit_requests(db, item, user)
+
+
+@router.post("/{ledger_id}/edit-requests/{request_id}/resolve", response_model=CollaborationEditRequestRead)
+async def resolve_request(ledger_id: uuid.UUID, request_id: uuid.UUID, payload: CollaborationEditRequestResolve,
+                          db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    return await collaboration_service.resolve_edit_request(db, item, request_id, payload, user)
+
+
+@router.post("/{ledger_id}/transfer-ownership", response_model=LedgerRead)
+async def transfer_owner(ledger_id: uuid.UUID, payload: CollaborationOwnershipTransferRequest,
+                         db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    item = await collaboration_service.transfer_ownership(db, item, payload, user)
+    return await ledger_service.read_ledger(db, item, user)
+
+
+@router.post("/{ledger_id}/downloads", status_code=204)
+async def download_check(
+    ledger_id: uuid.UUID, payload: CollaborationExportRecord,
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    item = await ledger_service.get_ledger(db, ledger_id, user)
+    await collaboration_service.record_download(db, item, user, payload.file_type)
+
+
+@router.get("/{ledger_id}/revisions", response_model=list[CollaborationRevisionRead])
+async def revisions(ledger_id: uuid.UUID, db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user)):
+    item = await ledger_service.get_ledger(db, ledger_id, user)
+    return await collaboration_service.list_revisions(db, item)
+
+
+@router.post("/{ledger_id}/revisions/{revision_id}/restore", response_model=CollaborationRevisionRead)
+async def restore(
+    ledger_id: uuid.UUID, revision_id: uuid.UUID, payload: LedgerRestore,
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    item = await ledger_service.get_ledger(db, ledger_id, user, manage=True, lock=True)
+    return await ledger_service.restore_revision(db, item, revision_id, payload.generation, user)
+
+
+@router.patch("/{ledger_id}/revisions/{revision_id}", response_model=CollaborationRevisionRead)
+async def name_revision(
+    ledger_id: uuid.UUID, revision_id: uuid.UUID, payload: CollaborationRevisionUpdate,
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    item = await ledger_service.get_ledger(db, ledger_id, user, lock=True)
+    return await collaboration_service.update_revision(db, item, revision_id, payload, user)
+
+
+@router.get("/{ledger_id}/revisions/{revision_id}/download")
+async def download_revision(
+    ledger_id: uuid.UUID, revision_id: uuid.UUID,
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    item = await ledger_service.get_ledger(db, ledger_id, user, lock=True)
+    await collaboration_service.require_file_exporter(db, item, user)
+    revision = await collaboration_service.prepare_revision_preview(db, item, revision_id, user)
+    await collaboration_service.record_download(db, item, user, "xlsx")
+    return FileResponse(revision.file_uri, filename=item.title, media_type=revision.mime_type,
+                        headers={"Cache-Control": "no-store"})
+
+
+@router.get("/{ledger_id}/revisions/{revision_id}/preview-config", response_model=OnlyOfficePreviewConfigRead)
+async def preview(
+    ledger_id: uuid.UUID, revision_id: uuid.UUID,
+    db: AsyncSession = Depends(get_db_session), user=Depends(get_current_user),
+):
+    item = await ledger_service.get_ledger(db, ledger_id, user)
+    revision = await collaboration_service.prepare_revision_preview(db, item, revision_id, user)
+    await onlyoffice_service.ensure_onlyoffice_available()
+    return onlyoffice_service.build_preview_config(
+        resource_type="collaboration_revision", resource_id=revision.id, file_name=item.title,
+        file_hash=revision.file_hash, user_id=user.id, user_name=user.full_name,
+    )

backend/app/api/v1/router.py

@@ -1,4 +1,5 @@
 from fastapi import APIRouter
+from app.api.v1 import ledgers
 
 from app.api.v1 import auth, users, admin_email_settings, studies, sites, members, attachments, audit_logs, dashboard, subjects, visits, aes, finance_dashboard, fees_contracts, drug_shipments, material_equipments, project_milestones, startup, precautions, subject_histories, subject_pds, study_subject_pds, faq_categories, faqs, documents, etmf, overview, notifications, desktop_notifications, monitoring_visit_issues, api_permissions, permission_monitoring, permission_templates, system_permissions, study_active_roles, onlyoffice, collaboration
 
@@ -32,6 +33,7 @@ api_router.include_router(startup.router, prefix="/studies/{study_id}/startup",
 api_router.include_router(precautions.router, prefix="/studies/{study_id}/shared-library", tags=["precautions"])
 api_router.include_router(collaboration.router, prefix="/studies/{study_id}/collaboration", tags=["collaboration"])
 api_router.include_router(collaboration.public_router, prefix="/collaboration/shares", tags=["collaboration-shares"])
+api_router.include_router(ledgers.router, prefix="/ledgers", tags=["ledgers"])
 api_router.include_router(monitoring_visit_issues.router, prefix="/studies/{study_id}/monitoring", tags=["monitoring-visit-issues"])
 api_router.include_router(subject_histories.router, prefix="/studies/{study_id}/subjects/{subject_id}", tags=["subject-histories"])
 api_router.include_router(subject_pds.router, prefix="/studies/{study_id}/subjects/{subject_id}", tags=["subject-pds"])