feat(收口): 补齐 8 月迭代缺口并同步 Spec 与证据链

- 新增六对成对迁移 000232–000237：H5 弹窗类型、退款结算标识与申请人备注、优先轮询事实字段与两个新终态、通道阈值命中留痕、手机号最近解绑人、提现资格校验留痕
- 退款：原因必填与申请人备注、来源支付与渠道流水冻结、线下处理流水号补录审计、按订单查询可选退款方式、企微审批材料补齐且新增字段缺失映射即明确失败
- 优先轮询：人工关闭、有效期到期独立周期任务、失败与过期人工重触发、事实字段与异常重试查询、资产解析端点只读投影
- 通道阈值：命中事实同事务留痕与命中记录查询；员工账单：列表筛选与详情投影；商户池：列表投影与统计周期语义；H5：弹窗类型与类别排序
- 手机号：有效关联数量与最近解绑人、短信验证码失败次数限制；导出：佣金明细十五列与报表序号列
- 时间筛选：三处新增筛选纳入统一严格解析契约，员工账单产生时间参数改名
- 同步 12 份主 Spec 需求、两端点与异步任务证据链，门禁 context-health 与 OpenSpec 校验通过

internal/service/refund/service.go

@@ -152,6 +152,11 @@ func (s *Service) Create(ctx context.Context, req *dto.CreateRefundRequest) (*dt
 	if err != nil {
 		return nil, err
 	}
+	// 退款原因必填只在创建与重提用例校验：历史申请与补发历史审批路径不受约束、不追溯。
+	refundReason := strings.TrimSpace(req.RefundReason)
+	if refundReason == "" {
+		return nil, errors.New(errors.CodeInvalidParam, "退款原因不能为空")
+	}
 	if err := validateRefundMethod(decision, req.Method); err != nil {
 		return nil, err
 	}
@@ -191,8 +196,11 @@ func (s *Service) Create(ctx context.Context, req *dto.CreateRefundRequest) (*dt
 		Method:                     req.Method,
 		CustomerAccountInfo:        req.CustomerAccountInfo,
 		RefundVoucherKey:           refundVoucherKey,
-		RefundReason:               req.RefundReason,
-		Status:                     model.RefundStatusPending,
+		RefundReason:               refundReason,
+		// 来源支付事实在创建时冻结：线下订单没有线上支付记录，两个字段以空值保存且不阻断申请创建。
+		SourcePaymentNo:        frozenSourcePaymentNo(decision.Payment),
+		OriginalChannelTradeNo: frozenOriginalChannelTradeNo(decision.Payment),
+		Status:                 model.RefundStatusPending,
 	}
 	refund.Creator = userID
 	refund.Updater = userID
@@ -203,6 +211,8 @@ func (s *Service) Create(ctx context.Context, req *dto.CreateRefundRequest) (*dt
 	result, err := s.refundApprovalCreation.Execute(ctx, refundapprovalapp.CreateCommand{
 		Refund: refund, Order: order, SubmitterAccountID: userID,
 		ChannelRefundRequestNo: buildChannelRefundRequestNo(refund.Method, decision.ChannelConfig),
+		ApplicantRemark:        applicantRemark(req.Remark),
+		Material:               s.loadRefundMaterial(ctx, refund, decision.Payment),
 	})
 	if err != nil {
 		failedRefund := *refund
@@ -290,7 +300,9 @@ func (s *Service) TriggerApproval(ctx context.Context, id uint) (*dto.RefundResp
 	if err != nil {
 		return nil, errors.New(errors.CodeNotFound, "退款申请不存在")
 	}
-	result, err := s.refundApprovalCreation.TriggerHistorical(ctx, refund.ID)
+	// 补发不追溯退款原因必填，但仍按既有展示口径解析审批材料，使新增控件的材料在补发路径同样完整。
+	payment, _ := s.loadPaidPackagePayment(ctx, refund.OrderID)
+	result, err := s.refundApprovalCreation.TriggerHistorical(ctx, refund.ID, s.loadRefundMaterial(ctx, refund, payment))
 	if err != nil {
 		return nil, err
 	}
@@ -832,6 +844,13 @@ func (s *Service) Resubmit(ctx context.Context, id uint, req *dto.ResubmitRefund
 	if req.RefundReason != nil {
 		refundReason = *req.RefundReason
 	}
+	// 重提同样强制退款原因必填（去空白后非空）；不填时沿用原有原因，原有原因为空的存量单不允许重提。
+	refundReason = strings.TrimSpace(refundReason)
+	if refundReason == "" {
+		s.recordRefundFailure(ctx, constants.AuditActionRefundResubmitted, "重新提交退款申请失败", refund, order,
+			errors.New(errors.CodeInvalidParam, "退款原因不能为空"))
+		return errors.New(errors.CodeInvalidParam, "退款原因不能为空")
+	}
 	customerAccountInfo := refund.CustomerAccountInfo
 	if req.CustomerAccountInfo != nil {
 		customerAccountInfo = *req.CustomerAccountInfo
@@ -840,8 +859,14 @@ func (s *Service) Resubmit(ctx context.Context, id uint, req *dto.ResubmitRefund
 		s.recordRefundFailure(ctx, constants.AuditActionRefundResubmitted, "重新提交退款申请失败", refund, nil, err)
 		return err
 	}
+	// 申请人备注缺省沿用该退款单最近一次尝试冻结的备注，填写时替换；两者都只影响本次新增的尝试快照。
+	remark := s.latestAttemptRemark(ctx, refund)
+	if req.Remark != nil {
+		remark = applicantRemark(req.Remark)
+	}
 
 	// 重提的实收金额重新派生并冻结；提交人传入的实收金额一律忽略。
+	// 来源支付事实随本次重提一并重新冻结，与重新派生的冻结实收金额保持同一事实来源。
 	updated := *refund
 	updated.Method = method
 	updated.RequestedRefundAmount = requestedRefundAmount
@@ -850,6 +875,8 @@ func (s *Service) Resubmit(ctx context.Context, id uint, req *dto.ResubmitRefund
 	updated.RefundVoucherKey = refundVoucherKey
 	updated.RefundReason = refundReason
 	updated.CustomerAccountInfo = customerAccountInfo
+	updated.SourcePaymentNo = frozenSourcePaymentNo(decision.Payment)
+	updated.OriginalChannelTradeNo = frozenOriginalChannelTradeNo(decision.Payment)
 	updated.Creator = userID
 
 	attemptChannelRefundRequestNo := buildChannelRefundRequestNo(method, decision.ChannelConfig)
@@ -858,6 +885,8 @@ func (s *Service) Resubmit(ctx context.Context, id uint, req *dto.ResubmitRefund
 	}
 	if _, err := s.refundApprovalCreation.Resubmit(ctx, id, refundapprovalapp.ResubmitCommand{
 		Refund: &updated, ChannelRefundRequestNo: attemptChannelRefundRequestNo,
+		ApplicantRemark: remark,
+		Material:        s.loadRefundMaterial(ctx, &updated, decision.Payment),
 	}); err != nil {
 		s.recordRefundFailure(ctx, constants.AuditActionRefundResubmitted, "重新提交退款申请失败", refund, order, err)
 		return err
@@ -1268,20 +1297,13 @@ func normalizeRefundVoucherKey(keys []string) (model.StringJSONBArray, error) {
 
 // buildRefundResponse 将退款 Model 转换为 DTO 响应
 func buildRefundResponse(r *model.RefundRequest) *dto.RefundResponse {
-	assetType := ""
-	if r.OrderType == model.OrderTypeSingleCard {
-		assetType = "card"
-	} else if r.OrderType == model.OrderTypeDevice {
-		assetType = "device"
-	}
-
 	resp := &dto.RefundResponse{
 		ID:                         r.ID,
 		RefundNo:                   r.RefundNo,
 		OrderID:                    r.OrderID,
 		OrderNo:                    r.OrderNo,
 		AssetIdentifier:            r.AssetIdentifier,
-		AssetType:                  assetType,
+		AssetType:                  refundAssetType(r.OrderType),
 		IotCardID:                  r.IotCardID,
 		DeviceID:                   r.DeviceID,
 		PackageUsageID:             r.PackageUsageID,
@@ -1303,6 +1325,10 @@ func buildRefundResponse(r *model.RefundRequest) *dto.RefundResponse {
 		ChannelRefundNo:            r.ChannelRefundNo,
 		ChannelRefundRequestNo:     r.ChannelRefundRequestNo,
 		ChannelRefundAmount:        r.ChannelRefundAmount,
+		SourcePaymentNo:            r.SourcePaymentNo,
+		OriginalChannelTradeNo:     r.OriginalChannelTradeNo,
+		OfflineSettlementNo:        r.OfflineSettlementNo,
+		OfflineSettledBy:           r.OfflineSettledBy,
 		FailureReason:              r.FailureReason,
 		FailureReasonName:          constants.RefundFailureReasonName(r.FailureReason),
 		FailureMessage:             r.FailureMessage,
@@ -1330,6 +1356,9 @@ func buildRefundResponse(r *model.RefundRequest) *dto.RefundResponse {
 	if r.ChannelRefundedAt != nil {
 		resp.ChannelRefundedAt = r.ChannelRefundedAt.Format("2006-01-02 15:04:05")
 	}
+	if r.OfflineSettledAt != nil {
+		resp.OfflineSettledAt = r.OfflineSettledAt.Format("2006-01-02 15:04:05")
+	}
 
 	return resp
 }