feat: refine subject visits and project workflows

Add early termination visit workflow with ordering, non-applicable visit handling, visit window display, and medication adherence support.

Extend monitoring visit issue template fields, site scoping, setup draft project info handling, login security UI, attachment behavior, and related tests/migrations.

backend/app/api/v1/monitoring_visit_issues.py

@@ -14,6 +14,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from app.core.deps import get_current_user, get_db_session, require_study_member, require_study_not_locked, require_study_roles
 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
 from app.crud import study as study_crud
 from app.schemas.monitoring_visit_issue import (
     MonitoringVisitIssueCreate,
@@ -25,9 +26,13 @@ from app.schemas.monitoring_visit_issue import (
 router = APIRouter()
 
 _HEADER_ALIASES: dict[str, list[str]] = {
+    "site_name": ["项目/中心", "中心", "中心名称", "site_name", "site"],
     "issue_no": ["问题编号", "问题编码", "issue_no", "IssueNo"],
     "open_duration_text": ["开放时长", "open_duration"],
     "category": ["问题分类", "category"],
+    "severity": ["严重程度", "severity"],
+    "mark": ["标记", "mark"],
+    "visit_cycle": ["访视周期", "访视", "visit_cycle"],
     "subject_code": ["受试者", "受试者编号", "subject_code"],
     "subject_name": ["受试者姓名", "subject_name"],
     "monitor_item": ["监查项", "monitor_item"],
@@ -40,6 +45,9 @@ _HEADER_ALIASES: dict[str, list[str]] = {
     "description": ["问题描述", "description"],
     "action_taken": ["采取措施", "action_taken"],
     "follow_up_progress": ["跟进计划及进展", "follow_up_progress"],
+    "center_query": ["中心质疑", "center_query"],
+    "center_latest_reply": ["中心最新回复", "中心回复", "center_latest_reply"],
+    "rectification_completed": ["是否完成整改", "完成整改", "rectification_completed"],
     "found_date": ["发现时间", "found_date"],
     "due_at": ["截止时间", "截止日期", "超期截止时间", "due_at"],
     "actual_resolve_date": ["实际解决日期", "actual_resolve_date"],
@@ -48,17 +56,24 @@ _HEADER_ALIASES: dict[str, list[str]] = {
 }
 
 _AUDIT_FIELDS: tuple[str, ...] = (
+    "site_id",
     "issue_no",
     "source",
     "monitor_type",
     "monitor_item",
     "category",
+    "severity",
+    "mark",
+    "visit_cycle",
     "recommendation",
     "subject_name",
     "subject_code",
     "description",
     "action_taken",
     "follow_up_progress",
+    "center_query",
+    "center_latest_reply",
+    "rectification_completed",
     "found_date",
     "due_at",
     "actual_resolve_date",
@@ -75,6 +90,14 @@ async def _ensure_study_exists(db: AsyncSession, study_id: uuid.UUID):
     return study
 
 
+async def _ensure_site_belongs_to_study(db: AsyncSession, study_id: uuid.UUID, site_id: uuid.UUID | None) -> None:
+    if site_id is None:
+        return
+    site = await site_crud.get_site(db, site_id)
+    if not site or site.study_id != study_id:
+        raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="中心不存在或不属于当前项目")
+
+
 def _normalize_status(value: str | None) -> str:
     text = (value or "").strip().upper()
     zh = {
@@ -91,6 +114,21 @@ def _normalize_status(value: str | None) -> str:
     return "OPEN"
 
 
+def _parse_bool(value: object | None) -> bool | None:
+    if value is None:
+        return None
+    if isinstance(value, bool):
+        return value
+    text = str(value).strip().lower()
+    if not text:
+        return None
+    if text in {"1", "true", "yes", "y", "是", "已完成", "完成"}:
+        return True
+    if text in {"0", "false", "no", "n", "否", "未完成"}:
+        return False
+    return None
+
+
 def _pick(row: dict[str, object], key: str) -> str | None:
     for alias in _HEADER_ALIASES[key]:
         if alias not in row:
@@ -167,9 +205,13 @@ def _to_read(item) -> MonitoringVisitIssueRead:
     return MonitoringVisitIssueRead(
         id=item.id,
         study_id=item.study_id,
+        site_id=item.site_id,
         issue_no=item.issue_no,
         open_duration=_calc_open_duration(item.created_at, item.status, item.closed_at, item.open_duration_text),
         category=item.category,
+        severity=item.severity,
+        mark=item.mark,
+        visit_cycle=item.visit_cycle,
         subject_code=item.subject_code,
         monitor_item=item.monitor_item,
         monitor_type=item.monitor_type,
@@ -183,6 +225,9 @@ def _to_read(item) -> MonitoringVisitIssueRead:
         description=item.description,
         action_taken=item.action_taken,
         follow_up_progress=item.follow_up_progress,
+        center_query=item.center_query,
+        center_latest_reply=item.center_latest_reply,
+        rectification_completed=bool(item.rectification_completed),
         found_date=item.found_date,
         overdue=overdue,
         due_at=item.due_at,
@@ -206,6 +251,8 @@ def _format_datetime(value: datetime | None) -> str:
 
 
 def _to_audit_value(value: object | None):
+    if isinstance(value, uuid.UUID):
+        return str(value)
     if isinstance(value, datetime):
         parsed = value if value.tzinfo else value.replace(tzinfo=timezone.utc)
         return parsed.isoformat()
@@ -289,22 +336,41 @@ def _normalize_file_rows(filename: str, content: bytes) -> list[dict[str, object
 )
 async def list_monitoring_visit_issues(
     study_id: uuid.UUID,
+    site_id: uuid.UUID | None = None,
     category: str | None = None,
+    severity: str | None = None,
+    mark: str | None = None,
+    visit_cycle: str | None = None,
     status_value: str | None = Query(default=None, alias="status"),
     overdue: bool | None = None,
+    rectification_completed: bool | None = None,
+    due_from: date | None = None,
+    due_to: date | None = None,
+    created_from: date | None = None,
+    created_to: date | None = None,
     keyword: str | None = None,
     skip: int = 0,
     limit: int = 500,
     db: AsyncSession = Depends(get_db_session),
 ) -> list[MonitoringVisitIssueRead]:
     await _ensure_study_exists(db, study_id)
+    await _ensure_site_belongs_to_study(db, study_id, site_id)
     normalized_status = _normalize_status(status_value) if status_value else None
     items = await issue_crud.list_issues(
         db,
         study_id,
+        site_id=site_id,
         category=(category or None),
+        severity=(severity or None),
+        mark=(mark or None),
+        visit_cycle=(visit_cycle or None),
         status=normalized_status,
         overdue=overdue,
+        rectification_completed=rectification_completed,
+        due_from=due_from,
+        due_to=due_to,
+        created_from=created_from,
+        created_to=created_to,
         keyword=(keyword or None),
         skip=skip,
         limit=min(limit, 2000),
@@ -325,6 +391,7 @@ async def create_monitoring_visit_issue(
     current_user=Depends(get_current_user),
 ) -> MonitoringVisitIssueRead:
     await _ensure_study_exists(db, study_id)
+    await _ensure_site_belongs_to_study(db, study_id, payload.site_id)
 
     if payload.issue_no:
         existing = await issue_crud.get_issue_by_issue_no(db, study_id, payload.issue_no)
@@ -358,20 +425,39 @@ async def create_monitoring_visit_issue(
 )
 async def export_monitoring_visit_issues(
     study_id: uuid.UUID,
+    site_id: uuid.UUID | None = None,
     category: str | None = None,
+    severity: str | None = None,
+    mark: str | None = None,
+    visit_cycle: str | None = None,
     status_value: str | None = Query(default=None, alias="status"),
     overdue: bool | None = None,
+    rectification_completed: bool | None = None,
+    due_from: date | None = None,
+    due_to: date | None = None,
+    created_from: date | None = None,
+    created_to: date | None = None,
     keyword: str | None = None,
     db: AsyncSession = Depends(get_db_session),
 ) -> StreamingResponse:
     await _ensure_study_exists(db, study_id)
+    await _ensure_site_belongs_to_study(db, study_id, site_id)
     normalized_status = _normalize_status(status_value) if status_value else None
     items = await issue_crud.list_issues(
         db,
         study_id,
+        site_id=site_id,
         category=(category or None),
+        severity=(severity or None),
+        mark=(mark or None),
+        visit_cycle=(visit_cycle or None),
         status=normalized_status,
         overdue=overdue,
+        rectification_completed=rectification_completed,
+        due_from=due_from,
+        due_to=due_to,
+        created_from=created_from,
+        created_to=created_to,
         keyword=(keyword or None),
         skip=0,
         limit=50000,
@@ -381,15 +467,23 @@ async def export_monitoring_visit_issues(
     ws = wb.active
     ws.title = "监查访视问题"
     headers = [
+        "项目/中心",
         "问题编号",
+        "受试者筛选号",
+        "访视周期",
+        "问题分类",
+        "严重程度",
+        "建议措施",
+        "问题描述",
+        "中心质疑",
+        "中心最新回复",
+        "是否完成整改",
+        "标记",
+        "状态",
+        "是否超期",
         "问题来源",
         "监查类型",
         "监查项",
-        "问题分类",
-        "建议措施",
-        "受试者",
-        "受试者缩写号",
-        "问题描述",
         "采取措施",
         "跟进计划及进展",
         "发现时间",
@@ -403,20 +497,31 @@ async def export_monitoring_visit_issues(
         "创建时间",
     ]
     ws.append(headers)
+    site_ids = {item.site_id for item in items if item.site_id}
+    site_map = await site_crud.get_sites_by_ids(db, site_ids)
 
     for item in items:
         view = _to_read(item)
+        site_name = site_map.get(view.site_id).name if view.site_id in site_map else ""
         ws.append(
             [
+                site_name,
                 view.issue_no or "",
+                view.subject_code or "",
+                view.visit_cycle or "",
+                view.category or "",
+                view.severity or "",
+                view.recommendation or "",
+                view.description or "",
+                view.center_query or "",
+                view.center_latest_reply or "",
+                "是" if view.rectification_completed else "否",
+                view.mark or "",
+                view.progress or "",
+                "是" if view.overdue else "否",
                 view.source or "",
                 view.monitor_type or "",
                 view.monitor_item or "",
-                view.category or "",
-                view.recommendation or "",
-                view.subject_name or "",
-                view.subject_code or "",
-                view.description or "",
                 view.action_taken or "",
                 view.follow_up_progress or "",
                 _format_date(view.found_date),
@@ -486,6 +591,8 @@ async def update_monitoring_visit_issue(
 
     if not payload.model_fields_set:
         raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="至少提供一个更新字段")
+    if "site_id" in payload.model_fields_set:
+        await _ensure_site_belongs_to_study(db, study_id, payload.site_id)
 
     before_snapshot = _issue_audit_snapshot(item)
     try:
@@ -568,6 +675,8 @@ async def import_monitoring_visit_issues(
     created_count = 0
     updated_count = 0
     skipped_rows: list[str] = []
+    sites = await site_crud.list_by_study(db, study_id, limit=5000, include_inactive=True)
+    site_by_name = {site.name.strip().lower(): site for site in sites if site.name}
 
     for idx, row in enumerate(rows, start=2):
         issue_no = _pick(row, "issue_no")
@@ -576,6 +685,15 @@ async def import_monitoring_visit_issues(
             skipped_rows.append(f"第{idx}行：问题编号或问题分类为空")
             continue
 
+        site_id = None
+        site_name = _pick(row, "site_name")
+        if site_name:
+            site = site_by_name.get(site_name.strip().lower())
+            if not site:
+                skipped_rows.append(f"第{idx}行：中心「{site_name}」不存在")
+                continue
+            site_id = site.id
+
         status_text = _normalize_status(_pick(row, "status"))
         creator_name = _pick(row, "creator_name") or getattr(current_user, "full_name", None)
         created_at = _parse_datetime(row.get("创建时间") or row.get("created_at") or _pick(row, "created_at"))
@@ -586,7 +704,11 @@ async def import_monitoring_visit_issues(
         try:
             payload = MonitoringVisitIssueCreate(
                 issue_no=issue_no,
+                site_id=site_id,
                 category=category,
+                severity=_pick(row, "severity"),
+                mark=_pick(row, "mark"),
+                visit_cycle=_pick(row, "visit_cycle"),
                 subject_code=_pick(row, "subject_code"),
                 subject_name=_pick(row, "subject_name"),
                 monitor_item=_pick(row, "monitor_item"),
@@ -598,6 +720,9 @@ async def import_monitoring_visit_issues(
                 description=_pick(row, "description"),
                 action_taken=_pick(row, "action_taken"),
                 follow_up_progress=_pick(row, "follow_up_progress"),
+                center_query=_pick(row, "center_query"),
+                center_latest_reply=_pick(row, "center_latest_reply"),
+                rectification_completed=_parse_bool(_pick(row, "rectification_completed")) or False,
                 found_date=_parse_date(row.get("发现时间") or row.get("found_date") or _pick(row, "found_date")),
                 due_at=due_at,
                 actual_resolve_date=_parse_date(