实现套餐生效条件覆盖与购买快照

2026-07-22 20:51:12 +09:00
parent c7f8b4c702
commit 9818537239
30 changed files with 1092 additions and 149 deletions
--- a/README.md
+++ b/README.md
@@ -236,6 +236,7 @@ default:
 - **批量购买套餐脚本**：支持从单列 CSV 读取 ICCID/虚拟号，逐资产调用后台订单接口购买统一套餐，提供预演、重复拦截和逐条结果落盘能力。详见 [使用说明](scripts/batch_package_purchase/README.md) 与 [功能总结](docs/批量购买套餐脚本/功能总结.md)
 - **轮询系统**：IoT 卡实名状态、流量使用、套餐余额的定时轮询检查；支持配置化轮询策略、动态并发控制、告警系统、数据清理和手动触发功能；详见 [轮询系统文档](docs/polling-system/README.md)
 - **套餐系统升级**：完整的套餐生命周期管理，支持主套餐排队激活、加油包绑定主套餐、囤货待实名激活、流量按优先级扣减、自然月/按天有效期计算、日/月/年流量重置、客户端流量查询和套餐流量详单；详见 [套餐系统升级文档](docs/package-system-upgrade/)
+- **套餐生效条件覆盖与购买快照**：支持代理分配覆盖套餐生效条件，并将生效条件、周期类型和购买时长固化到套餐使用记录；激活与排队接续只消费购买快照。详见 [功能总结](docs/ur55-package-expiry-base/功能总结.md)
 - **套餐价格回退与平台赠送策略**：新增价格配置状态、普通套餐成本价回退、赠送套餐独立语义、平台后台赠送订单发放和历史 0 价复核清单；详见 [功能总结](docs/package-price-fallback-and-platform-gift-policy/功能总结.md) 与 [最终验收清单](docs/package-price-fallback-and-platform-gift-policy/最终验收清单.md)
 - **分佣验证指引**：对代理分佣的冻结、解冻、提现校验流程进行了结构化说明与流程图，详见 [分佣逻辑正确与否验证](docs/优化说明/分佣逻辑正确与否验证.md)
 - **对象存储**：S3 兼容的对象存储服务集成（联通云 OSS），支持预签名 URL 上传、文件下载、临时文件处理；用于 ICCID 批量导入、数据导出等场景；详见 [使用指南](docs/object-storage/使用指南.md) 和 [前端接入指南](docs/object-storage/前端接入指南.md)
--- a/docs/admin-openapi.yaml
+++ b/docs/admin-openapi.yaml
@@ -2011,6 +2011,10 @@ components:
            type: object
        DtoBatchAllocatePackagesRequest:
            properties:
+                expiry_base_override:
+                    description: 分配生效条件覆盖 (null:跟随套餐默认值, from_activation:实名激活时生效, from_purchase:购买即生效)
+                    nullable: true
+                    type: string
                one_time_commission_amount:
                    description: 该代理能拿到的一次性佣金（分）
                    minimum: 0
@@ -2030,6 +2034,24 @@ components:
                - shop_id
                - series_id
            type: object
+        DtoBatchAllocatePackagesResponse:
+            properties:
+                allocated_count:
+                    description: 成功分配数量
+                    type: integer
+                allocations:
+                    description: 本次新建套餐分配及其生效条件
+                    items:
+                        $ref: '#/components/schemas/DtoShopPackageAllocationTermsResponse'
+                    nullable: true
+                    type: array
+                skipped_count:
+                    description: 跳过数量（已存在）
+                    type: integer
+                total_packages:
+                    description: 总套餐数
+                    type: integer
+            type: object
        DtoBatchPricingSkipped:
            properties:
                allocation_id:
@@ -3845,6 +3867,10 @@ components:
                    description: 是否启用代理强充
                    nullable: true
                    type: boolean
+                expiry_base_override:
+                    description: 分配生效条件覆盖 (null:跟随套餐默认值, from_activation:实名激活时生效, from_purchase:购买即生效)
+                    nullable: true
+                    type: string
                force_recharge_amount:
                    description: 代理强充金额（分）
                    nullable: true
@@ -6085,6 +6111,10 @@ components:
            type: object
        DtoManageGrantPackagesParams:
            properties:
+                expiry_base_override:
+                    description: 新增分配的生效条件覆盖 (null:跟随套餐默认值, from_activation:实名激活时生效, from_purchase:购买即生效)
+                    nullable: true
+                    type: string
                packages:
                    description: 套餐操作列表
                    items:
@@ -6605,6 +6635,12 @@ components:
                data_reset_cycle:
                    description: 流量重置周期 (daily:每日, monthly:每月, yearly:每年, none:不重置)
                    type: string
+                default_expiry_base:
+                    description: 套餐默认生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)
+                    type: string
+                default_expiry_base_name:
+                    description: 套餐默认生效条件名称（中文）
+                    type: string
                duration_days:
                    description: 套餐天数(calendar_type=by_day时有值)
                    nullable: true
@@ -6612,6 +6648,12 @@ components:
                duration_months:
                    description: 套餐时长(月数)
                    type: integer
+                effective_expiry_base:
+                    description: 最终生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)
+                    type: string
+                effective_expiry_base_name:
+                    description: 最终生效条件名称（中文）
+                    type: string
                effective_retail_price:
                    description: 生效零售价（分，仅销售链路展示使用）
                    nullable: true
@@ -6622,6 +6664,13 @@ components:
                expiry_base:
                    description: 到期时间基准 (from_activation:实名激活时起算, from_purchase:购买时起算)
                    type: string
+                expiry_base_override:
+                    description: 分配生效条件覆盖，null 表示跟随套餐默认值
+                    nullable: true
+                    type: string
+                expiry_base_override_name:
+                    description: 分配生效条件覆盖名称（中文）
+                    type: string
                id:
                    description: 套餐ID
                    minimum: 0
@@ -7991,6 +8040,32 @@ components:
                    description: 总记录数
                    type: integer
            type: object
+        DtoShopPackageAllocationTermsResponse:
+            properties:
+                default_expiry_base:
+                    description: 套餐默认生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)
+                    type: string
+                default_expiry_base_name:
+                    description: 套餐默认生效条件名称（中文）
+                    type: string
+                effective_expiry_base:
+                    description: 最终生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)
+                    type: string
+                effective_expiry_base_name:
+                    description: 最终生效条件名称（中文）
+                    type: string
+                expiry_base_override:
+                    description: 分配生效条件覆盖，null 表示跟随套餐默认值
+                    nullable: true
+                    type: string
+                expiry_base_override_name:
+                    description: 分配生效条件覆盖名称（中文）
+                    type: string
+                id:
+                    description: 套餐分配ID
+                    minimum: 0
+                    type: integer
+            type: object
        DtoShopPageResult:
            properties:
                items:
@@ -8153,6 +8228,25 @@ components:
                cost_price:
                    description: 成本价（分）
                    type: integer
+                default_expiry_base:
+                    description: 套餐默认生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)
+                    type: string
+                default_expiry_base_name:
+                    description: 套餐默认生效条件名称（中文）
+                    type: string
+                effective_expiry_base:
+                    description: 最终生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)
+                    type: string
+                effective_expiry_base_name:
+                    description: 最终生效条件名称（中文）
+                    type: string
+                expiry_base_override:
+                    description: 分配生效条件覆盖，null 表示跟随套餐默认值
+                    nullable: true
+                    type: string
+                expiry_base_override_name:
+                    description: 分配生效条件覆盖名称（中文）
+                    type: string
                package_code:
                    description: 套餐编码
                    type: string
@@ -8610,6 +8704,13 @@ components:
                    nullable: true
                    type: string
            type: object
+        DtoUpdateAllocationExpiryBaseParams:
+            properties:
+                expiry_base_override:
+                    description: 分配生效条件覆盖 (null:跟随套餐默认值, from_activation:实名激活时生效, from_purchase:购买即生效)
+                    nullable: true
+                    type: string
+            type: object
        DtoUpdateAssetPackageExpiresAtRequest:
            properties:
                expires_at:
@@ -22325,6 +22426,78 @@ paths:
            summary: 移除权限
            tags:
                - 角色
+    /api/admin/shop-package-allocations/{id}/expiry-base:
+        patch:
+            parameters:
+                - description: ID
+                  in: path
+                  name: id
+                  required: true
+                  schema:
+                    description: ID
+                    minimum: 0
+                    type: integer
+            requestBody:
+                content:
+                    application/json:
+                        schema:
+                            $ref: '#/components/schemas/DtoUpdateAllocationExpiryBaseParams'
+            responses:
+                "200":
+                    content:
+                        application/json:
+                            schema:
+                                properties:
+                                    code:
+                                        description: 响应码
+                                        example: 0
+                                        type: integer
+                                    data:
+                                        $ref: '#/components/schemas/DtoShopPackageAllocationTermsResponse'
+                                    msg:
+                                        description: 响应消息
+                                        example: success
+                                        type: string
+                                    timestamp:
+                                        description: 时间戳
+                                        format: date-time
+                                        type: string
+                                required:
+                                    - code
+                                    - msg
+                                    - data
+                                    - timestamp
+                                type: object
+                    description: 成功
+                "400":
+                    content:
+                        application/json:
+                            schema:
+                                $ref: '#/components/schemas/ErrorResponse'
+                    description: 请求参数错误
+                "401":
+                    content:
+                        application/json:
+                            schema:
+                                $ref: '#/components/schemas/ErrorResponse'
+                    description: 未认证或认证已过期
+                "403":
+                    content:
+                        application/json:
+                            schema:
+                                $ref: '#/components/schemas/ErrorResponse'
+                    description: 无权访问
+                "500":
+                    content:
+                        application/json:
+                            schema:
+                                $ref: '#/components/schemas/ErrorResponse'
+                    description: 服务器内部错误
+            security:
+                - BearerAuth: []
+            summary: 修改套餐分配生效条件覆盖
+            tags:
+                - 批量套餐分配
    /api/admin/shop-package-batch-allocations:
        post:
            requestBody:
@@ -22333,6 +22506,32 @@ paths:
                        schema:
                            $ref: '#/components/schemas/DtoBatchAllocatePackagesRequest'
            responses:
+                "200":
+                    content:
+                        application/json:
+                            schema:
+                                properties:
+                                    code:
+                                        description: 响应码
+                                        example: 0
+                                        type: integer
+                                    data:
+                                        $ref: '#/components/schemas/DtoBatchAllocatePackagesResponse'
+                                    msg:
+                                        description: 响应消息
+                                        example: success
+                                        type: string
+                                    timestamp:
+                                        description: 时间戳
+                                        format: date-time
+                                        type: string
+                                required:
+                                    - code
+                                    - msg
+                                    - data
+                                    - timestamp
+                                type: object
+                    description: 成功
                "400":
                    content:
                        application/json:
--- a/docs/ur55-package-expiry-base/功能总结.md
+++ b/docs/ur55-package-expiry-base/功能总结.md
@@ -0,0 +1,24 @@
+# UR#55 套餐分配生效条件覆盖与购买快照
+
+## 实现范围
+
+- 系列首次授权、系列追加授权和批量套餐分配必须显式提交 `expiry_base_override`，支持 `null`、`from_purchase`、`from_activation`。
+- 套餐分配响应返回套餐默认值、分配覆盖值和最终有效值及其中文名称。
+- 新增单条分配覆盖修改接口：`PATCH /api/admin/shop-package-allocations/{id}/expiry-base`，显式 `null` 恢复跟随默认，重复提交保持幂等。
+- 同步购买和自动购包创建主套餐或加油包时，在同一事务写入生效条件、周期类型、月数和天数快照。
+- 实名激活、指定激活、排队接续和退款后的下一套餐接续优先读取购买快照；仅四字段全部为空或零的历史记录允许告警回退套餐当前配置，部分缺失或非法快照直接拒绝。
+
+## 数据库变更
+
+- `tb_shop_package_allocation.expiry_base_override`：可空字符串，`NULL` 表示跟随套餐默认值。
+- `tb_package_usage`：新增 `expiry_base_snapshot`、`calendar_type_snapshot`、`duration_months_snapshot`、`duration_days_snapshot`。
+- 历史套餐使用记录不回填，保留空值和零值作为历史未快照标记。
+
+## 发布与回滚
+
+发布时先部署兼容读取快照和历史回退的应用，再执行 162、163 迁移，并在同一维护窗口切换所有写入路径。回滚迁移只删除本需求新增字段和约束，不修改套餐使用状态或历史业务数据。
+
+## 验证
+
+- 领域测试覆盖覆盖值解析、自然月/按天快照、快照优先、历史回退和异常快照拒绝。
+- 已执行全仓 `go test ./...`、OpenAPI 文档生成以及迁移向上、单步向下、重新向上验证。
--- a/internal/bootstrap/services.go
+++ b/internal/bootstrap/services.go
@@ -14,11 +14,11 @@ import (
 	authSvc "github.com/break/junhong_cmp_fiber/internal/service/auth"
 	carrierSvc "github.com/break/junhong_cmp_fiber/internal/service/carrier"
 	clientAuthSvc "github.com/break/junhong_cmp_fiber/internal/service/client_auth"
-	customerBindingSvc "github.com/break/junhong_cmp_fiber/internal/service/customer_binding"
 	commissionCalculationSvc "github.com/break/junhong_cmp_fiber/internal/service/commission_calculation"
 	commissionStatsSvc "github.com/break/junhong_cmp_fiber/internal/service/commission_stats"
 	commissionWithdrawalSvc "github.com/break/junhong_cmp_fiber/internal/service/commission_withdrawal"
 	commissionWithdrawalSettingSvc "github.com/break/junhong_cmp_fiber/internal/service/commission_withdrawal_setting"
+	customerBindingSvc "github.com/break/junhong_cmp_fiber/internal/service/customer_binding"
 	"github.com/break/junhong_cmp_fiber/internal/store/postgres"
 	"github.com/break/junhong_cmp_fiber/pkg/constants"
 	"github.com/break/junhong_cmp_fiber/pkg/payment"
@@ -265,7 +265,7 @@ func initServices(s *stores, deps *Dependencies) *services {
 		Package:                    packageService,
 		PackageDailyRecord:         packageSvc.NewDailyRecordService(deps.DB, deps.Redis, s.PackageUsageDailyRecord, deps.Logger),
 		PackageCustomerView:        packageSvc.NewCustomerViewService(deps.DB, deps.Redis, s.PackageUsage, deps.Logger),
-		ShopPackageBatchAllocation: shopPackageBatchAllocationSvc.New(deps.DB, s.Package, s.ShopPackageAllocation, s.ShopSeriesAllocation, s.Shop),
+		ShopPackageBatchAllocation: shopPackageBatchAllocationSvc.New(deps.DB, s.Package, s.ShopPackageAllocation, s.ShopSeriesAllocation, s.Shop, accountAudit),
 		ShopPackageBatchPricing:    shopPackageBatchPricingSvc.New(deps.DB, s.ShopPackageAllocation, s.ShopPackageAllocationPriceHistory, s.Shop),
 		ShopSeriesGrant:            shopSeriesGrantSvc.New(deps.DB, s.ShopSeriesAllocation, s.ShopPackageAllocation, s.ShopPackageAllocationPriceHistory, s.Shop, s.Package, s.PackageSeries, deps.Logger),
 		CommissionStats:            commissionStatsSvc.New(s.ShopSeriesCommissionStats),
--- a/internal/domain/package/terms.go
+++ b/internal/domain/package/terms.go
@@ -0,0 +1,65 @@
+// Package package 提供套餐生命周期领域规则。
+package packagedomain
+
+import (
+	"github.com/break/junhong_cmp_fiber/internal/model"
+	"github.com/break/junhong_cmp_fiber/pkg/constants"
+	"github.com/break/junhong_cmp_fiber/pkg/errors"
+)
+
+// TermsSnapshot 套餐购买时不可变计时条款。
+type TermsSnapshot struct {
+	ExpiryBase     string
+	CalendarType   string
+	DurationMonths int
+	DurationDays   int
+}
+
+// ResolveTermsSnapshot 解析并校验套餐购买时计时条款。
+func ResolveTermsSnapshot(pkg *model.Package, allocation *model.ShopPackageAllocation) (TermsSnapshot, error) {
+	if pkg == nil {
+		return TermsSnapshot{}, errors.New(errors.CodeInvalidParam, "套餐计时条款缺失")
+	}
+	expiryBase := pkg.ExpiryBase
+	if allocation != nil && allocation.ExpiryBaseOverride != nil {
+		expiryBase = *allocation.ExpiryBaseOverride
+	}
+	if expiryBase != constants.PackageExpiryBaseFromActivation && expiryBase != constants.PackageExpiryBaseFromPurchase {
+		return TermsSnapshot{}, errors.New(errors.CodeInvalidParam, "套餐生效条件无效")
+	}
+	if pkg.CalendarType == constants.PackageCalendarTypeNaturalMonth {
+		if pkg.DurationMonths <= 0 {
+			return TermsSnapshot{}, errors.New(errors.CodeInvalidParam, "套餐自然月时长无效")
+		}
+		return TermsSnapshot{ExpiryBase: expiryBase, CalendarType: pkg.CalendarType, DurationMonths: pkg.DurationMonths}, nil
+	}
+	if pkg.CalendarType == constants.PackageCalendarTypeByDay && pkg.DurationDays > 0 {
+		return TermsSnapshot{ExpiryBase: expiryBase, CalendarType: pkg.CalendarType, DurationDays: pkg.DurationDays}, nil
+	}
+	return TermsSnapshot{}, errors.New(errors.CodeInvalidParam, "套餐按天时长无效")
+}
+
+// Apply 将计时条款写入套餐使用记录。
+func (s TermsSnapshot) Apply(usage *model.PackageUsage) {
+	usage.ExpiryBaseSnapshot = s.ExpiryBase
+	usage.CalendarTypeSnapshot = s.CalendarType
+	usage.DurationMonthsSnapshot = s.DurationMonths
+	usage.DurationDaysSnapshot = s.DurationDays
+}
+
+// IsValid 判断快照是否完整有效。
+func (s TermsSnapshot) IsValid() bool {
+	if s.ExpiryBase != constants.PackageExpiryBaseFromActivation && s.ExpiryBase != constants.PackageExpiryBaseFromPurchase {
+		return false
+	}
+	return (s.CalendarType == constants.PackageCalendarTypeNaturalMonth && s.DurationMonths > 0) ||
+		(s.CalendarType == constants.PackageCalendarTypeByDay && s.DurationDays > 0)
+}
+
+// TermsSnapshotFromUsage 从使用记录读取计时条款。
+func TermsSnapshotFromUsage(usage *model.PackageUsage) TermsSnapshot {
+	return TermsSnapshot{
+		ExpiryBase: usage.ExpiryBaseSnapshot, CalendarType: usage.CalendarTypeSnapshot,
+		DurationMonths: usage.DurationMonthsSnapshot, DurationDays: usage.DurationDaysSnapshot,
+	}
+}
--- a/internal/domain/package/terms_test.go
+++ b/internal/domain/package/terms_test.go
@@ -0,0 +1,35 @@
+package packagedomain
+
+import (
+	"testing"
+
+	"github.com/break/junhong_cmp_fiber/internal/model"
+	"github.com/break/junhong_cmp_fiber/pkg/constants"
+)
+
+// TestResolveTermsSnapshot 验证默认、覆盖及两种周期规则。
+func TestResolveTermsSnapshot(t *testing.T) {
+	override := constants.PackageExpiryBaseFromPurchase
+	tests := []struct {
+		name       string
+		pkg        model.Package
+		allocation *model.ShopPackageAllocation
+		wantErr    bool
+	}{
+		{name: "自然月默认", pkg: model.Package{ExpiryBase: constants.PackageExpiryBaseFromActivation, CalendarType: constants.PackageCalendarTypeNaturalMonth, DurationMonths: 12}},
+		{name: "按天覆盖", pkg: model.Package{ExpiryBase: constants.PackageExpiryBaseFromActivation, CalendarType: constants.PackageCalendarTypeByDay, DurationDays: 30}, allocation: &model.ShopPackageAllocation{ExpiryBaseOverride: &override}},
+		{name: "非法生效条件", pkg: model.Package{ExpiryBase: "invalid", CalendarType: constants.PackageCalendarTypeByDay, DurationDays: 30}, wantErr: true},
+		{name: "非法按天时长", pkg: model.Package{ExpiryBase: constants.PackageExpiryBaseFromPurchase, CalendarType: constants.PackageCalendarTypeByDay}, wantErr: true},
+	}
+	for _, test := range tests {
+		t.Run(test.name, func(t *testing.T) {
+			got, err := ResolveTermsSnapshot(&test.pkg, test.allocation)
+			if (err != nil) != test.wantErr {
+				t.Fatalf("错误状态不符合预期：%v", err)
+			}
+			if !test.wantErr && !got.IsValid() {
+				t.Fatalf("快照应有效：%+v", got)
+			}
+		})
+	}
+}
--- a/internal/handler/admin/shop_package_batch_allocation.go
+++ b/internal/handler/admin/shop_package_batch_allocation.go
@@ -1,6 +1,9 @@
 package admin

 import (
+	"strconv"
+
+	"github.com/bytedance/sonic"
 	"github.com/gofiber/fiber/v2"

 	"github.com/break/junhong_cmp_fiber/internal/model/dto"
@@ -23,10 +26,40 @@ func (h *ShopPackageBatchAllocationHandler) BatchAllocate(c *fiber.Ctx) error {
 	if err := c.BodyParser(&req); err != nil {
 		return errors.New(errors.CodeInvalidParam, "请求参数解析失败")
 	}
+	req.ExpiryBaseOverrideSet = hasJSONField(c.Body(), "expiry_base_override")

-	if err := h.service.BatchAllocate(c.UserContext(), &req); err != nil {
+	result, err := h.service.BatchAllocate(c.UserContext(), &req)
+	if err != nil {
 		return err
 	}

-	return response.Success(c, nil)
+	return response.Success(c, result)
+}
+
+// UpdateExpiryBase 修改套餐分配生效条件覆盖。
+// PATCH /api/admin/shop-package-allocations/:id/expiry-base
+func (h *ShopPackageBatchAllocationHandler) UpdateExpiryBase(c *fiber.Ctx) error {
+	id, err := strconv.ParseUint(c.Params("id"), 10, 64)
+	if err != nil {
+		return errors.New(errors.CodeInvalidParam)
+	}
+	var req dto.UpdateAllocationExpiryBaseRequest
+	if err := c.BodyParser(&req); err != nil {
+		return errors.New(errors.CodeInvalidParam)
+	}
+	req.ExpiryBaseOverrideSet = hasJSONField(c.Body(), "expiry_base_override")
+	result, err := h.service.UpdateExpiryBase(c.UserContext(), uint(id), &req)
+	if err != nil {
+		return err
+	}
+	return response.Success(c, result)
+}
+
+func hasJSONField(body []byte, field string) bool {
+	var object map[string]any
+	if err := sonic.Unmarshal(body, &object); err != nil {
+		return false
+	}
+	_, ok := object[field]
+	return ok
 }
--- a/internal/handler/admin/shop_series_grant.go
+++ b/internal/handler/admin/shop_series_grant.go
@@ -28,6 +28,7 @@ func (h *ShopSeriesGrantHandler) Create(c *fiber.Ctx) error {
 	if err := c.BodyParser(&req); err != nil {
 		return errors.New(errors.CodeInvalidParam, "请求参数解析失败")
 	}
+	req.ExpiryBaseOverrideSet = hasJSONField(c.Body(), "expiry_base_override")

 	result, err := h.service.Create(c.UserContext(), &req)
 	if err != nil {
@@ -83,7 +84,6 @@ func (h *ShopSeriesGrantHandler) Update(c *fiber.Ctx) error {
 	if err := c.BodyParser(&req); err != nil {
 		return errors.New(errors.CodeInvalidParam, "请求参数解析失败")
 	}
-
 	result, err := h.service.Update(c.UserContext(), uint(id), &req)
 	if err != nil {
 		return err
@@ -105,6 +105,7 @@ func (h *ShopSeriesGrantHandler) ManagePackages(c *fiber.Ctx) error {
 	if err := c.BodyParser(&req); err != nil {
 		return errors.New(errors.CodeInvalidParam, "请求参数解析失败")
 	}
+	req.ExpiryBaseOverrideSet = hasJSONField(c.Body(), "expiry_base_override")

 	result, err := h.service.ManagePackages(c.UserContext(), uint(id), &req)
 	if err != nil {
--- a/internal/model/dto/package_dto.go
+++ b/internal/model/dto/package_dto.go
@@ -106,6 +106,12 @@ type PackageResponse struct {
 	DurationDays            *int                `json:"duration_days,omitempty" description:"套餐天数(calendar_type=by_day时有值)"`
 	DataResetCycle          string              `json:"data_reset_cycle" description:"流量重置周期 (daily:每日, monthly:每月, yearly:每年, none:不重置)"`
 	ExpiryBase              string              `json:"expiry_base" description:"到期时间基准 (from_activation:实名激活时起算, from_purchase:购买时起算)"`
+	DefaultExpiryBase       string              `json:"default_expiry_base" description:"套餐默认生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	DefaultExpiryBaseName   string              `json:"default_expiry_base_name" description:"套餐默认生效条件名称（中文）"`
+	ExpiryBaseOverride      *string             `json:"expiry_base_override" description:"分配生效条件覆盖，null 表示跟随套餐默认值"`
+	ExpiryBaseOverrideName  string              `json:"expiry_base_override_name" description:"分配生效条件覆盖名称（中文）"`
+	EffectiveExpiryBase     string              `json:"effective_expiry_base" description:"最终生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	EffectiveExpiryBaseName string              `json:"effective_expiry_base_name" description:"最终生效条件名称（中文）"`
 }

 // UpdatePackageParams 更新套餐聚合参数
--- a/internal/model/dto/shop_package_batch_allocation_dto.go
+++ b/internal/model/dto/shop_package_batch_allocation_dto.go
@@ -12,12 +12,37 @@ type BatchAllocatePackagesRequest struct {
 	SeriesID                uint             `json:"series_id" validate:"required" required:"true" description:"套餐系列ID"`
 	PriceAdjustment         *PriceAdjustment `json:"price_adjustment" validate:"omitempty" description:"可选加价配置"`
 	OneTimeCommissionAmount *int64           `json:"one_time_commission_amount" validate:"omitempty,min=0" minimum:"0" description:"该代理能拿到的一次性佣金（分）"`
+	ExpiryBaseOverride      *string          `json:"expiry_base_override" nullable:"true" description:"分配生效条件覆盖 (null:跟随套餐默认值, from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	ExpiryBaseOverrideSet   bool             `json:"-" description:"是否显式提交分配生效条件覆盖（内部解析字段）"`
 }

 // BatchAllocatePackagesResponse 批量分配套餐响应
 type BatchAllocatePackagesResponse struct {
-	TotalPackages  int    `json:"total_packages" description:"总套餐数"`
-	AllocatedCount int    `json:"allocated_count" description:"成功分配数量"`
-	SkippedCount   int    `json:"skipped_count" description:"跳过数量（已存在）"`
-	PackageIDs     []uint `json:"package_ids" description:"分配的套餐ID列表"`
+	TotalPackages  int                                  `json:"total_packages" description:"总套餐数"`
+	AllocatedCount int                                  `json:"allocated_count" description:"成功分配数量"`
+	SkippedCount   int                                  `json:"skipped_count" description:"跳过数量（已存在）"`
+	Allocations    []ShopPackageAllocationTermsResponse `json:"allocations" description:"本次新建套餐分配及其生效条件"`
+}
+
+// UpdateAllocationExpiryBaseRequest 修改套餐分配生效条件覆盖请求。
+type UpdateAllocationExpiryBaseRequest struct {
+	ExpiryBaseOverride    *string `json:"expiry_base_override" nullable:"true" description:"分配生效条件覆盖 (null:跟随套餐默认值, from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	ExpiryBaseOverrideSet bool    `json:"-" description:"是否显式提交分配生效条件覆盖（内部解析字段）"`
+}
+
+// ShopPackageAllocationTermsResponse 套餐分配计时条款响应。
+type ShopPackageAllocationTermsResponse struct {
+	ID                      uint    `json:"id" description:"套餐分配ID"`
+	DefaultExpiryBase       string  `json:"default_expiry_base" description:"套餐默认生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	DefaultExpiryBaseName   string  `json:"default_expiry_base_name" description:"套餐默认生效条件名称（中文）"`
+	ExpiryBaseOverride      *string `json:"expiry_base_override" description:"分配生效条件覆盖，null 表示跟随套餐默认值"`
+	ExpiryBaseOverrideName  string  `json:"expiry_base_override_name" description:"分配生效条件覆盖名称（中文）"`
+	EffectiveExpiryBase     string  `json:"effective_expiry_base" description:"最终生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	EffectiveExpiryBaseName string  `json:"effective_expiry_base_name" description:"最终生效条件名称（中文）"`
+}
+
+// UpdateAllocationExpiryBaseParams 修改套餐分配生效条件覆盖聚合参数。
+type UpdateAllocationExpiryBaseParams struct {
+	IDReq
+	UpdateAllocationExpiryBaseRequest
 }
--- a/internal/model/dto/shop_series_grant_dto.go
+++ b/internal/model/dto/shop_series_grant_dto.go
@@ -9,12 +9,18 @@ type GrantPackageItem struct {

 // ShopSeriesGrantPackageItem 授权套餐详情（响应中的套餐信息）
 type ShopSeriesGrantPackageItem struct {
-	PackageID   uint   `json:"package_id" description:"套餐ID"`
-	PackageName string `json:"package_name" description:"套餐名称"`
-	PackageCode string `json:"package_code" description:"套餐编码"`
-	CostPrice   int64  `json:"cost_price" description:"成本价（分）"`
-	ShelfStatus int    `json:"shelf_status" description:"上架状态 1-上架 2-下架"`
-	Status      int    `json:"status" description:"分配状态 0=禁用 1=启用"`
+	PackageID               uint    `json:"package_id" description:"套餐ID"`
+	PackageName             string  `json:"package_name" description:"套餐名称"`
+	PackageCode             string  `json:"package_code" description:"套餐编码"`
+	CostPrice               int64   `json:"cost_price" description:"成本价（分）"`
+	ShelfStatus             int     `json:"shelf_status" description:"上架状态 1-上架 2-下架"`
+	Status                  int     `json:"status" description:"分配状态 0=禁用 1=启用"`
+	DefaultExpiryBase       string  `json:"default_expiry_base" description:"套餐默认生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	DefaultExpiryBaseName   string  `json:"default_expiry_base_name" description:"套餐默认生效条件名称（中文）"`
+	ExpiryBaseOverride      *string `json:"expiry_base_override" description:"分配生效条件覆盖，null 表示跟随套餐默认值"`
+	ExpiryBaseOverrideName  string  `json:"expiry_base_override_name" description:"分配生效条件覆盖名称（中文）"`
+	EffectiveExpiryBase     string  `json:"effective_expiry_base" description:"最终生效条件 (from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	EffectiveExpiryBaseName string  `json:"effective_expiry_base_name" description:"最终生效条件名称（中文）"`
 }

 // GrantCommissionTierItem 梯度佣金档位（operator/dimension/stat_scope 仅出现在响应中，来自 PackageSeries 全局配置）
@@ -57,6 +63,8 @@ type CreateShopSeriesGrantRequest struct {
 	EnableForceRecharge     *bool                     `json:"enable_force_recharge,omitempty" description:"是否启用代理强充"`
 	ForceRechargeAmount     *int64                    `json:"force_recharge_amount,omitempty" description:"代理强充金额（分）"`
 	Packages                []GrantPackageItem        `json:"packages,omitempty" description:"初始授权套餐列表"`
+	ExpiryBaseOverride      *string                   `json:"expiry_base_override" nullable:"true" description:"分配生效条件覆盖 (null:跟随套餐默认值, from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	ExpiryBaseOverrideSet   bool                      `json:"-" description:"是否显式提交分配生效条件覆盖（内部解析字段）"`
 }

 // UpdateShopSeriesGrantRequest 更新系列授权请求
@@ -69,7 +77,9 @@ type UpdateShopSeriesGrantRequest struct {

 // ManageGrantPackagesRequest 管理授权套餐请求
 type ManageGrantPackagesRequest struct {
-	Packages []GrantPackageItem `json:"packages" validate:"required,min=1" description:"套餐操作列表"`
+	Packages              []GrantPackageItem `json:"packages" validate:"required,min=1" description:"套餐操作列表"`
+	ExpiryBaseOverride    *string            `json:"expiry_base_override" nullable:"true" description:"新增分配的生效条件覆盖 (null:跟随套餐默认值, from_activation:实名激活时生效, from_purchase:购买即生效)"`
+	ExpiryBaseOverrideSet bool               `json:"-" description:"是否显式提交分配生效条件覆盖（内部解析字段）"`
 }

 // ShopSeriesGrantListRequest 系列授权列表查询请求
--- a/internal/model/package.go
+++ b/internal/model/package.go
@@ -75,6 +75,10 @@ type PackageUsage struct {
 	VirtualTotalMBSnapshot    int64      `gorm:"column:virtual_total_mb_snapshot;type:bigint;default:0;comment:虚总量快照(MB，业务停机阈值)" json:"virtual_total_mb_snapshot"`
 	DisplayGainRatioSnapshot  float64    `gorm:"column:display_gain_ratio_snapshot;type:decimal(18,6);default:1.0;comment:展示倍率快照(real_total_mb/virtual_total_mb)" json:"display_gain_ratio_snapshot"`
 	EnableVirtualDataSnapshot bool       `gorm:"column:enable_virtual_data_snapshot;type:boolean;default:false;comment:是否启用虚流量快照" json:"enable_virtual_data_snapshot"`
+	ExpiryBaseSnapshot        string     `gorm:"column:expiry_base_snapshot;type:varchar(30);not null;default:'';comment:购买时生效条件快照" json:"expiry_base_snapshot"`
+	CalendarTypeSnapshot      string     `gorm:"column:calendar_type_snapshot;type:varchar(20);not null;default:'';comment:购买时周期类型快照" json:"calendar_type_snapshot"`
+	DurationMonthsSnapshot    int        `gorm:"column:duration_months_snapshot;type:int;not null;default:0;comment:购买时月数快照" json:"duration_months_snapshot"`
+	DurationDaysSnapshot      int        `gorm:"column:duration_days_snapshot;type:int;not null;default:0;comment:购买时天数快照" json:"duration_days_snapshot"`
 	ActivatedAt               *time.Time `gorm:"column:activated_at;comment:套餐生效时间" json:"activated_at"`
 	ExpiresAt                 *time.Time `gorm:"column:expires_at;comment:套餐过期时间" json:"expires_at"`
 	Status                    int        `gorm:"column:status;type:int;default:1;not null;comment:状态 0-待生效 1-生效中 2-已用完 3-已过期 4-已失效" json:"status"`
--- a/internal/model/shop_package_allocation.go
+++ b/internal/model/shop_package_allocation.go
@@ -4,18 +4,21 @@ import (
 	"gorm.io/gorm"
 )

+// ShopPackageAllocation 店铺套餐分配模型
+// 记录套餐授权、价格及购买生效条件覆盖配置。
 type ShopPackageAllocation struct {
 	gorm.Model
-	BaseModel          `gorm:"embedded"`
-	ShopID             uint  `gorm:"column:shop_id;index;not null;comment:被分配的店铺ID" json:"shop_id"`
-	PackageID          uint  `gorm:"column:package_id;index;not null;comment:套餐ID" json:"package_id"`
-	AllocatorShopID    uint  `gorm:"column:allocator_shop_id;index;not null;default:0;comment:分配者店铺ID，0表示平台分配" json:"allocator_shop_id"`
-	CostPrice          int64 `gorm:"column:cost_price;type:bigint;not null;comment:该代理的成本价（分）" json:"cost_price"`
-	SeriesAllocationID *uint `gorm:"column:series_allocation_id;index;comment:关联的系列分配ID" json:"series_allocation_id"`
-	Status             int   `gorm:"column:status;type:int;default:1;not null;comment:状态 0=禁用 1=启用" json:"status"`
-	ShelfStatus        int   `gorm:"column:shelf_status;type:int;default:1;not null;comment:上架状态 1-上架 2-下架" json:"shelf_status"`
-	RetailPrice        int64 `gorm:"column:retail_price;type:bigint;not null;default:0;comment:代理面向终端客户的零售价（分）" json:"retail_price"`
-	RetailPriceConfigStatus int `gorm:"column:retail_price_config_status;type:int;default:0;not null;comment:零售价配置状态 0-未配置 1-赠送0价 2-已配置非0" json:"retail_price_config_status"`
+	BaseModel               `gorm:"embedded"`
+	ShopID                  uint    `gorm:"column:shop_id;index;not null;comment:被分配的店铺ID" json:"shop_id"`
+	PackageID               uint    `gorm:"column:package_id;index;not null;comment:套餐ID" json:"package_id"`
+	AllocatorShopID         uint    `gorm:"column:allocator_shop_id;index;not null;default:0;comment:分配者店铺ID，0表示平台分配" json:"allocator_shop_id"`
+	CostPrice               int64   `gorm:"column:cost_price;type:bigint;not null;comment:该代理的成本价（分）" json:"cost_price"`
+	SeriesAllocationID      *uint   `gorm:"column:series_allocation_id;index;comment:关联的系列分配ID" json:"series_allocation_id"`
+	Status                  int     `gorm:"column:status;type:int;default:1;not null;comment:状态 0=禁用 1=启用" json:"status"`
+	ShelfStatus             int     `gorm:"column:shelf_status;type:int;default:1;not null;comment:上架状态 1-上架 2-下架" json:"shelf_status"`
+	RetailPrice             int64   `gorm:"column:retail_price;type:bigint;not null;default:0;comment:代理面向终端客户的零售价（分）" json:"retail_price"`
+	RetailPriceConfigStatus int     `gorm:"column:retail_price_config_status;type:int;default:0;not null;comment:零售价配置状态 0-未配置 1-赠送0价 2-已配置非0" json:"retail_price_config_status"`
+	ExpiryBaseOverride      *string `gorm:"column:expiry_base_override;type:varchar(30);comment:到期时间基准覆盖，NULL表示跟随套餐默认值" json:"expiry_base_override"`
 }

 // TableName 指定表名
--- a/internal/routes/shop_package_batch_allocation.go
+++ b/internal/routes/shop_package_batch_allocation.go
@@ -16,7 +16,13 @@ func registerShopPackageBatchAllocationRoutes(router fiber.Router, handler *admi
 		Summary: "批量分配套餐",
 		Tags:    []string{"批量套餐分配"},
 		Input:   new(dto.BatchAllocatePackagesRequest),
-		Output:  nil,
+		Output:  new(dto.BatchAllocatePackagesResponse),
 		Auth:    true,
 	})
+
+	Register(router, doc, basePath, "PATCH", "/shop-package-allocations/:id/expiry-base", handler.UpdateExpiryBase, RouteSpec{
+		Summary: "修改套餐分配生效条件覆盖",
+		Tags:    []string{"批量套餐分配"}, Input: new(dto.UpdateAllocationExpiryBaseParams),
+		Output: new(dto.ShopPackageAllocationTermsResponse), Auth: true,
+	})
 }
--- a/internal/service/order/service.go
+++ b/internal/service/order/service.go
@@ -8,6 +8,7 @@ import (
 	"strings"
 	"time"

+	packagedomain "github.com/break/junhong_cmp_fiber/internal/domain/package"
 	"github.com/break/junhong_cmp_fiber/internal/model"
 	"github.com/break/junhong_cmp_fiber/internal/model/dto"
 	packagepkg "github.com/break/junhong_cmp_fiber/internal/service/package"
@@ -2222,6 +2223,11 @@ func (s *Service) markOrderCreated(ctx context.Context, idempotencyKey string, o

 // activateMainPackage 任务 8.2-8.4: 主套餐激活逻辑
 func (s *Service) activateMainPackage(ctx context.Context, tx *gorm.DB, order *model.Order, pkg *model.Package, carrierType string, carrierID uint, now time.Time) error {
+	terms, err := s.resolvePackageTerms(ctx, pkg, order.SellerShopID)
+	if err != nil {
+		s.logger.Error("生成套餐计时快照失败", zap.Uint("package_id", pkg.ID), zap.Error(err))
+		return err
+	}
 	if err := s.lockPackageCarrier(ctx, tx, carrierType, carrierID); err != nil {
 		return err
 	}
@@ -2252,19 +2258,17 @@ func (s *Service) activateMainPackage(ctx context.Context, tx *gorm.DB, order *m
 		priority = 1
 		activatedAt = now
 		// 使用工具函数计算过期时间
-		expiresAt = packagepkg.CalculateExpiryTime(pkg.CalendarType, activatedAt, pkg.DurationMonths, pkg.DurationDays)
+		expiresAt = packagepkg.CalculateExpiryTime(terms.CalendarType, activatedAt, terms.DurationMonths, terms.DurationDays)
 		// 计算下次重置时间（基于套餐周期类型）
-		nextResetAt = packagepkg.CalculateNextResetTime(pkg.DataResetCycle, pkg.CalendarType, now, activatedAt)
+		nextResetAt = packagepkg.CalculateNextResetTime(pkg.DataResetCycle, terms.CalendarType, now, activatedAt)

 		// REALNAME-02: 后台囤货场景三维决策（卡类型 + 购买路径 + expiry_base + 实名状态）
 		// 查询卡类型（行业卡永远直接激活，不等实名）
 		// 同时查询载体当前实名状态：已实名则跳过 pending，直接激活
-		var cardCategory string
 		var currentlyRealnamed bool
 		if carrierType == "iot_card" {
 			var card model.IotCard
-			if err := tx.Select("card_category", "real_name_status").First(&card, carrierID).Error; err == nil {
-				cardCategory = card.CardCategory
+			if err := tx.Select("real_name_status").First(&card, carrierID).Error; err == nil {
 				currentlyRealnamed = card.RealNameStatus == constants.RealNameStatusVerified
 			}
 			// err != nil 时 currentlyRealnamed 保守默认 false，不阻断购买流程
@@ -2285,9 +2289,9 @@ func (s *Service) activateMainPackage(ctx context.Context, tx *gorm.DB, order *m
 		// 判断是否 C 端购买（C 端购买前已做实名前置检查，直接激活）
 		isCEndPurchase := order.BuyerType == model.BuyerTypePersonal

-		if cardCategory != "industry" && !isCEndPurchase {
+		if !isCEndPurchase {
 			// 后台囤货路径：按 expiry_base 决定是否等实名
-			if pkg.ExpiryBase != "from_purchase" {
+			if terms.ExpiryBase != constants.PackageExpiryBaseFromPurchase {
 				if currentlyRealnamed {
 					s.logger.Info("购买时载体已实名，直接激活套餐",
 						zap.String("carrier_type", carrierType),
@@ -2303,7 +2307,7 @@ func (s *Service) activateMainPackage(ctx context.Context, tx *gorm.DB, order *m
 			}
 			// from_purchase：立即激活，status 已为 Active，保持不变
 		}
-		// 行业卡或 C 端购买：直接激活，status 已为 Active，保持不变
+		// C 端购买已完成实名前置校验，直接激活。
 	}

 	// 创建套餐使用记录
@@ -2332,6 +2336,7 @@ func (s *Service) activateMainPackage(ctx context.Context, tx *gorm.DB, order *m
 		PackagePriceConfigStatus:  pkg.PriceConfigStatus,
 		PackageIsGift:             pkg.IsGift,
 	}
+	terms.Apply(usage)

 	if carrierType == "iot_card" {
 		usage.IotCardID = carrierID
@@ -2362,6 +2367,11 @@ func (s *Service) activateMainPackage(ctx context.Context, tx *gorm.DB, order *m

 // activateAddonPackage 任务 8.5-8.7: 加油包激活逻辑
 func (s *Service) activateAddonPackage(ctx context.Context, tx *gorm.DB, order *model.Order, pkg *model.Package, carrierType string, carrierID uint, now time.Time) error {
+	terms, err := s.resolvePackageTerms(ctx, pkg, order.SellerShopID)
+	if err != nil {
+		s.logger.Error("生成加油包计时快照失败", zap.Uint("package_id", pkg.ID), zap.Error(err))
+		return err
+	}
 	// 任务 8.5-8.6: 检查是否有可挂靠主套餐（待生效、未过期的生效中或已用完）
 	mainPackage, err := packagepkg.FindAttachableMainPackageForAddon(tx, carrierType, carrierID, now)
 	if err == gorm.ErrRecordNotFound {
@@ -2421,6 +2431,7 @@ func (s *Service) activateAddonPackage(ctx context.Context, tx *gorm.DB, order *
 		PackagePriceConfigStatus:  pkg.PriceConfigStatus,
 		PackageIsGift:             pkg.IsGift,
 	}
+	terms.Apply(usage)

 	if carrierType == "iot_card" {
 		usage.IotCardID = carrierID
@@ -2436,6 +2447,20 @@ func (s *Service) activateAddonPackage(ctx context.Context, tx *gorm.DB, order *
 	return nil
 }

+func (s *Service) resolvePackageTerms(ctx context.Context, pkg *model.Package, sellerShopID *uint) (packagedomain.TermsSnapshot, error) {
+	var allocation *model.ShopPackageAllocation
+	if sellerShopID != nil && *sellerShopID > 0 {
+		found, err := s.shopPackageAllocationStore.GetByShopAndPackageForSystem(ctx, *sellerShopID, pkg.ID)
+		if err != nil && err != gorm.ErrRecordNotFound {
+			return packagedomain.TermsSnapshot{}, errors.Wrap(errors.CodeDatabaseError, err, "查询套餐分配失败")
+		}
+		if err == nil {
+			allocation = found
+		}
+	}
+	return packagedomain.ResolveTermsSnapshot(pkg, allocation)
+}
+
 func (s *Service) enqueueCommissionCalculation(ctx context.Context, orderID uint) {
 	if s.queueClient == nil {
 		s.logger.Warn("队列客户端未初始化，跳过佣金计算任务入队", zap.Uint("order_id", orderID))
--- a/internal/service/package/activation_service.go
+++ b/internal/service/package/activation_service.go
@@ -113,18 +113,22 @@ func (s *ActivationService) ActivateByRealname(ctx context.Context, carrierType
 				}
 			}

-			// REALNAME-04: 按 ExpiryBase 选择激活计时基准
+			terms, termsErr := ResolveUsageTerms(usage, &pkg, s.logger)
+			if termsErr != nil {
+				return termsErr
+			}
+			// REALNAME-04: 按购买快照选择激活计时基准
 			// from_purchase：购买时起算，用 PackageUsage 创建时间；否则用实名触发当前时刻
 			var activatedAt time.Time
-			if pkg.ExpiryBase == "from_purchase" {
+			if terms.ExpiryBase == constants.PackageExpiryBaseFromPurchase {
 				activatedAt = usage.CreatedAt
 			} else {
 				activatedAt = now
 			}
-			expiresAt := CalculateExpiryTime(pkg.CalendarType, activatedAt, pkg.DurationMonths, pkg.DurationDays)
+			expiresAt := CalculateExpiryTime(terms.CalendarType, activatedAt, terms.DurationMonths, terms.DurationDays)

 			// 计算下次重置时间
-			nextResetAt := CalculateNextResetTime(pkg.DataResetCycle, pkg.CalendarType, now, activatedAt)
+			nextResetAt := CalculateNextResetTime(pkg.DataResetCycle, terms.CalendarType, now, activatedAt)

 			// 更新套餐使用记录
 			updates := map[string]interface{}{
@@ -552,20 +556,24 @@ func (s *ActivationService) isCarrierRealnamed(ctx context.Context, tx *gorm.DB,
 }

 func (s *ActivationService) activatePendingUsage(ctx context.Context, tx *gorm.DB, usage *model.PackageUsage, pkg *model.Package, carrierType string, carrierID uint, now time.Time, logMessage string) error {
+	terms, err := ResolveUsageTerms(usage, pkg, s.logger)
+	if err != nil {
+		return err
+	}
 	// ExpiryBase=from_purchase 只用于"等待实名激活"场景（REALNAME-04）：套餐已购买但资产未实名，
 	// 计时基准按购买时间算，实名只是解锁使用权。此函数同时被"前一个主套餐到期后排队顺延"场景复用，
 	// 这种情况下 usage.PendingRealnameActivation 为 false，不应该套用购买时间，否则排队等待的天数会
 	// 从到期时间里被扣掉。只有当这条记录确实是因为等实名才被搁置时，才按 ExpiryBase 选基准。
 	var activatedAt time.Time
-	if usage.PendingRealnameActivation && pkg.ExpiryBase == "from_purchase" {
+	if usage.PendingRealnameActivation && terms.ExpiryBase == constants.PackageExpiryBaseFromPurchase {
 		activatedAt = usage.CreatedAt
 	} else {
 		activatedAt = now
 	}
-	expiresAt := CalculateExpiryTime(pkg.CalendarType, activatedAt, pkg.DurationMonths, pkg.DurationDays)
+	expiresAt := CalculateExpiryTime(terms.CalendarType, activatedAt, terms.DurationMonths, terms.DurationDays)

 	// 计算下次重置时间
-	nextResetAt := CalculateNextResetTime(pkg.DataResetCycle, pkg.CalendarType, now, activatedAt)
+	nextResetAt := CalculateNextResetTime(pkg.DataResetCycle, terms.CalendarType, now, activatedAt)

 	// 更新套餐使用记录
 	updates := map[string]interface{}{
--- a/internal/service/package/service.go
+++ b/internal/service/package/service.go
@@ -101,18 +101,18 @@ func (s *Service) Create(ctx context.Context, req *dto.CreatePackageRequest) (*d
 	}

 	pkg := &model.Package{
-		PackageCode:       req.PackageCode,
-		PackageName:       req.PackageName,
-		PackageType:       req.PackageType,
-		IsGift:            req.IsGift,
-		DurationMonths:    req.DurationMonths,
-		CostPrice:         req.CostPrice,
-		PriceConfigStatus: priceConfigStatus,
+		PackageCode:          req.PackageCode,
+		PackageName:          req.PackageName,
+		PackageType:          req.PackageType,
+		IsGift:               req.IsGift,
+		DurationMonths:       req.DurationMonths,
+		CostPrice:            req.CostPrice,
+		PriceConfigStatus:    priceConfigStatus,
 		SuggestedRetailPrice: storedRetailPrice,
-		EnableVirtualData: req.EnableVirtualData,
-		CalendarType:      calendarType,
-		Status:            constants.StatusEnabled,
-		ShelfStatus:       2,
+		EnableVirtualData:    req.EnableVirtualData,
+		CalendarType:         calendarType,
+		Status:               constants.StatusEnabled,
+		ShelfStatus:          2,
 	}
 	if req.SeriesID != nil {
 		pkg.SeriesID = *req.SeriesID
@@ -607,29 +607,33 @@ func (s *Service) toResponse(ctx context.Context, pkg *model.Package) *dto.Packa
 	}

 	resp := &dto.PackageResponse{
-		ID:                   pkg.ID,
-		PackageCode:          pkg.PackageCode,
-		PackageName:          pkg.PackageName,
-		SeriesID:             seriesID,
-		PackageType:          pkg.PackageType,
-		IsGift:               pkg.IsGift,
-		DurationMonths:       pkg.DurationMonths,
-		RealDataMB:           pkg.RealDataMB,
-		VirtualDataMB:        pkg.VirtualDataMB,
-		EnableVirtualData:    pkg.EnableVirtualData,
-		VirtualRatio:         calculateVirtualRatio(pkg.EnableVirtualData, pkg.RealDataMB, pkg.VirtualDataMB),
-		CostPrice:            pkg.CostPrice,
-		SuggestedRetailPrice: packageprice.PackageRawSuggestedRetailPrice(pkg),
-		PriceConfigStatus:    pkg.PriceConfigStatus,
-		PriceConfigStatusName: packagePriceConfigStatusName(pkg.PriceConfigStatus),
-		CalendarType:         pkg.CalendarType,
-		DurationDays:         durationDays,
-		DataResetCycle:       pkg.DataResetCycle,
-		ExpiryBase:           pkg.ExpiryBase,
-		Status:               pkg.Status,
-		ShelfStatus:          pkg.ShelfStatus,
-		CreatedAt:            pkg.CreatedAt.Format(time.RFC3339),
-		UpdatedAt:            pkg.UpdatedAt.Format(time.RFC3339),
+		ID:                      pkg.ID,
+		PackageCode:             pkg.PackageCode,
+		PackageName:             pkg.PackageName,
+		SeriesID:                seriesID,
+		PackageType:             pkg.PackageType,
+		IsGift:                  pkg.IsGift,
+		DurationMonths:          pkg.DurationMonths,
+		RealDataMB:              pkg.RealDataMB,
+		VirtualDataMB:           pkg.VirtualDataMB,
+		EnableVirtualData:       pkg.EnableVirtualData,
+		VirtualRatio:            calculateVirtualRatio(pkg.EnableVirtualData, pkg.RealDataMB, pkg.VirtualDataMB),
+		CostPrice:               pkg.CostPrice,
+		SuggestedRetailPrice:    packageprice.PackageRawSuggestedRetailPrice(pkg),
+		PriceConfigStatus:       pkg.PriceConfigStatus,
+		PriceConfigStatusName:   packagePriceConfigStatusName(pkg.PriceConfigStatus),
+		CalendarType:            pkg.CalendarType,
+		DurationDays:            durationDays,
+		DataResetCycle:          pkg.DataResetCycle,
+		ExpiryBase:              pkg.ExpiryBase,
+		DefaultExpiryBase:       pkg.ExpiryBase,
+		DefaultExpiryBaseName:   ExpiryBaseName(pkg.ExpiryBase),
+		EffectiveExpiryBase:     pkg.ExpiryBase,
+		EffectiveExpiryBaseName: ExpiryBaseName(pkg.ExpiryBase),
+		Status:                  pkg.Status,
+		ShelfStatus:             pkg.ShelfStatus,
+		CreatedAt:               pkg.CreatedAt.Format(time.RFC3339),
+		UpdatedAt:               pkg.UpdatedAt.Format(time.RFC3339),
 	}

 	userType := middleware.GetUserTypeFromContext(ctx)
@@ -646,6 +650,7 @@ func (s *Service) toResponse(ctx context.Context, pkg *model.Package) *dto.Packa
 			profitMargin := effectiveRetailPrice - allocation.CostPrice
 			resp.ProfitMargin = &profitMargin
 			resp.ShelfStatus = allocation.ShelfStatus
+			applyAllocationExpiryBase(resp, pkg, allocation)
 		}
 	} else {
 		effectiveRetailPrice := packageprice.PackageEffectiveRetailPrice(pkg)
@@ -684,29 +689,33 @@ func (s *Service) toResponseWithAllocation(_ context.Context, pkg *model.Package
 	}

 	resp := &dto.PackageResponse{
-		ID:                   pkg.ID,
-		PackageCode:          pkg.PackageCode,
-		PackageName:          pkg.PackageName,
-		SeriesID:             seriesID,
-		PackageType:          pkg.PackageType,
-		IsGift:               pkg.IsGift,
-		DurationMonths:       pkg.DurationMonths,
-		RealDataMB:           pkg.RealDataMB,
-		VirtualDataMB:        pkg.VirtualDataMB,
-		EnableVirtualData:    pkg.EnableVirtualData,
-		VirtualRatio:         calculateVirtualRatio(pkg.EnableVirtualData, pkg.RealDataMB, pkg.VirtualDataMB),
-		CostPrice:            pkg.CostPrice,
-		SuggestedRetailPrice: packageprice.PackageRawSuggestedRetailPrice(pkg),
-		PriceConfigStatus:    pkg.PriceConfigStatus,
-		PriceConfigStatusName: packagePriceConfigStatusName(pkg.PriceConfigStatus),
-		CalendarType:         pkg.CalendarType,
-		DurationDays:         durationDays,
-		DataResetCycle:       pkg.DataResetCycle,
-		ExpiryBase:           pkg.ExpiryBase,
-		Status:               pkg.Status,
-		ShelfStatus:          pkg.ShelfStatus,
-		CreatedAt:            pkg.CreatedAt.Format(time.RFC3339),
-		UpdatedAt:            pkg.UpdatedAt.Format(time.RFC3339),
+		ID:                      pkg.ID,
+		PackageCode:             pkg.PackageCode,
+		PackageName:             pkg.PackageName,
+		SeriesID:                seriesID,
+		PackageType:             pkg.PackageType,
+		IsGift:                  pkg.IsGift,
+		DurationMonths:          pkg.DurationMonths,
+		RealDataMB:              pkg.RealDataMB,
+		VirtualDataMB:           pkg.VirtualDataMB,
+		EnableVirtualData:       pkg.EnableVirtualData,
+		VirtualRatio:            calculateVirtualRatio(pkg.EnableVirtualData, pkg.RealDataMB, pkg.VirtualDataMB),
+		CostPrice:               pkg.CostPrice,
+		SuggestedRetailPrice:    packageprice.PackageRawSuggestedRetailPrice(pkg),
+		PriceConfigStatus:       pkg.PriceConfigStatus,
+		PriceConfigStatusName:   packagePriceConfigStatusName(pkg.PriceConfigStatus),
+		CalendarType:            pkg.CalendarType,
+		DurationDays:            durationDays,
+		DataResetCycle:          pkg.DataResetCycle,
+		ExpiryBase:              pkg.ExpiryBase,
+		DefaultExpiryBase:       pkg.ExpiryBase,
+		DefaultExpiryBaseName:   ExpiryBaseName(pkg.ExpiryBase),
+		EffectiveExpiryBase:     pkg.ExpiryBase,
+		EffectiveExpiryBaseName: ExpiryBaseName(pkg.ExpiryBase),
+		Status:                  pkg.Status,
+		ShelfStatus:             pkg.ShelfStatus,
+		CreatedAt:               pkg.CreatedAt.Format(time.RFC3339),
+		UpdatedAt:               pkg.UpdatedAt.Format(time.RFC3339),
 	}

 	if allocationMap != nil {
@@ -719,6 +728,7 @@ func (s *Service) toResponseWithAllocation(_ context.Context, pkg *model.Package
 			resp.EffectiveRetailPrice = &effectiveRetailPrice
 			profitMargin := effectiveRetailPrice - allocation.CostPrice
 			resp.ProfitMargin = &profitMargin
+			applyAllocationExpiryBase(resp, pkg, allocation)
 			resp.ShelfStatus = allocation.ShelfStatus
 		}
 	} else {
@@ -734,6 +744,13 @@ func (s *Service) toResponseWithAllocation(_ context.Context, pkg *model.Package
 	return resp
 }

+func applyAllocationExpiryBase(resp *dto.PackageResponse, pkg *model.Package, allocation *model.ShopPackageAllocation) {
+	resp.ExpiryBaseOverride = allocation.ExpiryBaseOverride
+	resp.ExpiryBaseOverrideName = ExpiryBaseOverrideName(allocation.ExpiryBaseOverride)
+	resp.EffectiveExpiryBase = EffectiveExpiryBase(pkg, allocation)
+	resp.EffectiveExpiryBaseName = ExpiryBaseName(resp.EffectiveExpiryBase)
+}
+
 // fillCommissionInfo 填充返佣信息到响应中
 func (s *Service) fillCommissionInfo(resp *dto.PackageResponse, seriesID uint, seriesAllocationMap map[uint]*model.ShopSeriesAllocation, seriesConfigMap map[uint]*model.OneTimeCommissionConfig) {
 	seriesAllocation, hasAllocation := seriesAllocationMap[seriesID]
--- a/internal/service/package/terms.go
+++ b/internal/service/package/terms.go
@@ -0,0 +1,49 @@
+package packagepkg
+
+import (
+	"github.com/break/junhong_cmp_fiber/internal/model"
+	"github.com/break/junhong_cmp_fiber/pkg/constants"
+	"github.com/break/junhong_cmp_fiber/pkg/errors"
+)
+
+// ValidateExpiryBaseOverride 校验显式提交的分配生效条件覆盖。
+func ValidateExpiryBaseOverride(value *string, submitted bool) (*string, error) {
+	if !submitted {
+		return nil, errors.New(errors.CodeInvalidParam)
+	}
+	if value == nil {
+		return nil, nil
+	}
+	if *value != constants.PackageExpiryBaseFromActivation && *value != constants.PackageExpiryBaseFromPurchase {
+		return nil, errors.New(errors.CodeInvalidParam)
+	}
+	return value, nil
+}
+
+// EffectiveExpiryBase 返回套餐分配最终采用的生效条件。
+func EffectiveExpiryBase(pkg *model.Package, allocation *model.ShopPackageAllocation) string {
+	if allocation != nil && allocation.ExpiryBaseOverride != nil {
+		return *allocation.ExpiryBaseOverride
+	}
+	return pkg.ExpiryBase
+}
+
+// ExpiryBaseName 返回生效条件中文名称。
+func ExpiryBaseName(value string) string {
+	switch value {
+	case constants.PackageExpiryBaseFromActivation:
+		return "实名激活时生效"
+	case constants.PackageExpiryBaseFromPurchase:
+		return "购买即生效"
+	default:
+		return "未知"
+	}
+}
+
+// ExpiryBaseOverrideName 返回覆盖值中文名称，空值表示跟随套餐默认。
+func ExpiryBaseOverrideName(value *string) string {
+	if value == nil {
+		return "跟随套餐默认"
+	}
+	return ExpiryBaseName(*value)
+}
--- a/internal/service/package/terms_test.go
+++ b/internal/service/package/terms_test.go
@@ -0,0 +1,57 @@
+package packagepkg
+
+import (
+	"testing"
+
+	"github.com/break/junhong_cmp_fiber/internal/model"
+	"github.com/break/junhong_cmp_fiber/pkg/constants"
+)
+
+// TestValidateExpiryBaseOverride 验证覆盖字段必须显式提交且仅接受既定枚举。
+func TestValidateExpiryBaseOverride(t *testing.T) {
+	fromPurchase := constants.PackageExpiryBaseFromPurchase
+	invalid := "from_realname"
+	tests := []struct {
+		name      string
+		value     *string
+		submitted bool
+		wantValue *string
+		wantErr   bool
+	}{
+		{name: "字段缺失", wantErr: true},
+		{name: "跟随默认", submitted: true},
+		{name: "购买即生效", value: &fromPurchase, submitted: true, wantValue: &fromPurchase},
+		{name: "非法枚举", value: &invalid, submitted: true, wantErr: true},
+	}
+	for _, test := range tests {
+		t.Run(test.name, func(t *testing.T) {
+			got, err := ValidateExpiryBaseOverride(test.value, test.submitted)
+			if (err != nil) != test.wantErr {
+				t.Fatalf("错误状态不符合预期：%v", err)
+			}
+			if test.wantValue != nil && (got == nil || *got != *test.wantValue) {
+				t.Fatalf("覆盖值不符合预期：%v", got)
+			}
+			if test.wantValue == nil && !test.wantErr && got != nil {
+				t.Fatalf("期望跟随默认，实际为：%v", *got)
+			}
+		})
+	}
+}
+
+// TestEffectiveExpiryBase 验证覆盖优先于套餐默认值。
+func TestEffectiveExpiryBase(t *testing.T) {
+	pkg := &model.Package{ExpiryBase: constants.PackageExpiryBaseFromActivation}
+	if got := EffectiveExpiryBase(pkg, nil); got != constants.PackageExpiryBaseFromActivation {
+		t.Fatalf("无覆盖时应使用套餐默认值，实际为 %s", got)
+	}
+	override := constants.PackageExpiryBaseFromPurchase
+	allocation := &model.ShopPackageAllocation{ExpiryBaseOverride: &override}
+	if got := EffectiveExpiryBase(pkg, allocation); got != constants.PackageExpiryBaseFromPurchase {
+		t.Fatalf("有覆盖时应使用覆盖值，实际为 %s", got)
+	}
+	pkg.ExpiryBase = constants.PackageExpiryBaseFromPurchase
+	if got := EffectiveExpiryBase(pkg, allocation); got != constants.PackageExpiryBaseFromPurchase {
+		t.Fatalf("套餐默认值变化不应改变覆盖结果，实际为 %s", got)
+	}
+}
--- a/internal/service/package/usage_terms.go
+++ b/internal/service/package/usage_terms.go
@@ -0,0 +1,47 @@
+package packagepkg
+
+import (
+	"sync/atomic"
+
+	packagedomain "github.com/break/junhong_cmp_fiber/internal/domain/package"
+	"github.com/break/junhong_cmp_fiber/internal/model"
+	"github.com/break/junhong_cmp_fiber/pkg/errors"
+	"go.uber.org/zap"
+)
+
+var historicalTermsFallbackCount atomic.Uint64
+
+// ResolveUsageTerms 优先读取使用记录快照，仅对完整空快照的历史记录显式回退。
+func ResolveUsageTerms(usage *model.PackageUsage, pkg *model.Package, logger *zap.Logger) (packagedomain.TermsSnapshot, error) {
+	terms := packagedomain.TermsSnapshotFromUsage(usage)
+	if terms.IsValid() {
+		return terms, nil
+	}
+	if !isEmptyHistoricalTerms(usage) {
+		if logger != nil {
+			logger.Error("套餐使用记录计时快照异常", zap.Uint("package_usage_id", usage.ID), zap.Uint("package_id", usage.PackageID))
+		}
+		return packagedomain.TermsSnapshot{}, errors.New(errors.CodeInternalError, "套餐使用记录计时快照异常")
+	}
+	fallback, err := packagedomain.ResolveTermsSnapshot(pkg, nil)
+	if err != nil {
+		return packagedomain.TermsSnapshot{}, err
+	}
+	historicalTermsFallbackCount.Add(1)
+	if logger != nil {
+		logger.Warn("历史套餐使用记录缺少计时快照，回退套餐当前配置",
+			zap.Uint("package_usage_id", usage.ID), zap.Uint("package_id", usage.PackageID),
+			zap.Uint64("historical_terms_fallback_count", historicalTermsFallbackCount.Load()))
+	}
+	return fallback, nil
+}
+
+// HistoricalTermsFallbackCount 返回历史计时条款回退累计次数。
+func HistoricalTermsFallbackCount() uint64 {
+	return historicalTermsFallbackCount.Load()
+}
+
+func isEmptyHistoricalTerms(usage *model.PackageUsage) bool {
+	return usage.ExpiryBaseSnapshot == "" && usage.CalendarTypeSnapshot == "" &&
+		usage.DurationMonthsSnapshot == 0 && usage.DurationDaysSnapshot == 0
+}
--- a/internal/service/package/usage_terms_test.go
+++ b/internal/service/package/usage_terms_test.go
@@ -0,0 +1,59 @@
+package packagepkg
+
+import (
+	"testing"
+
+	"github.com/break/junhong_cmp_fiber/internal/model"
+	"github.com/break/junhong_cmp_fiber/pkg/constants"
+	"go.uber.org/zap"
+)
+
+// TestResolveUsageTerms 验证快照优先、历史完整空值回退和部分缺失拒绝。
+func TestResolveUsageTerms(t *testing.T) {
+	pkg := &model.Package{
+		ExpiryBase:   constants.PackageExpiryBaseFromActivation,
+		CalendarType: constants.PackageCalendarTypeByDay, DurationDays: 30,
+	}
+	usage := &model.PackageUsage{
+		ExpiryBaseSnapshot:     constants.PackageExpiryBaseFromPurchase,
+		CalendarTypeSnapshot:   constants.PackageCalendarTypeNaturalMonth,
+		DurationMonthsSnapshot: 12,
+	}
+	terms, err := ResolveUsageTerms(usage, pkg, zap.NewNop())
+	if err != nil || terms.ExpiryBase != constants.PackageExpiryBaseFromPurchase || terms.DurationMonths != 12 {
+		t.Fatalf("应优先读取不可变快照：%+v, %v", terms, err)
+	}
+
+	before := HistoricalTermsFallbackCount()
+	historical := &model.PackageUsage{Model: usage.Model}
+	terms, err = ResolveUsageTerms(historical, pkg, zap.NewNop())
+	if err != nil || terms.DurationDays != 30 || HistoricalTermsFallbackCount() != before+1 {
+		t.Fatalf("历史空快照应可观测回退：%+v, %v", terms, err)
+	}
+
+	broken := &model.PackageUsage{ExpiryBaseSnapshot: constants.PackageExpiryBaseFromPurchase}
+	if _, err = ResolveUsageTerms(broken, pkg, zap.NewNop()); err == nil {
+		t.Fatal("部分缺失快照必须拒绝")
+	}
+}
+
+// TestResolveUsageTermsKeepsPurchasedTerms 验证购买后修改套餐配置不改变已有使用记录语义。
+func TestResolveUsageTermsKeepsPurchasedTerms(t *testing.T) {
+	usage := &model.PackageUsage{
+		ExpiryBaseSnapshot:   constants.PackageExpiryBaseFromPurchase,
+		CalendarTypeSnapshot: constants.PackageCalendarTypeByDay,
+		DurationDaysSnapshot: 90,
+	}
+	pkg := &model.Package{
+		ExpiryBase:     constants.PackageExpiryBaseFromActivation,
+		CalendarType:   constants.PackageCalendarTypeNaturalMonth,
+		DurationMonths: 1,
+	}
+	terms, err := ResolveUsageTerms(usage, pkg, zap.NewNop())
+	if err != nil {
+		t.Fatalf("读取购买快照失败：%v", err)
+	}
+	if terms.ExpiryBase != constants.PackageExpiryBaseFromPurchase || terms.CalendarType != constants.PackageCalendarTypeByDay || terms.DurationDays != 90 {
+		t.Fatalf("套餐当前配置不应覆盖购买快照：%+v", terms)
+	}
+}
--- a/internal/service/shop_package_batch_allocation/service.go
+++ b/internal/service/shop_package_batch_allocation/service.go
@@ -2,9 +2,11 @@ package shop_package_batch_allocation

 import (
 	"context"
+	"fmt"

 	"github.com/break/junhong_cmp_fiber/internal/model"
 	"github.com/break/junhong_cmp_fiber/internal/model/dto"
+	packagepkg "github.com/break/junhong_cmp_fiber/internal/service/package"
 	"github.com/break/junhong_cmp_fiber/internal/store/postgres"
 	"github.com/break/junhong_cmp_fiber/pkg/constants"
 	"github.com/break/junhong_cmp_fiber/pkg/errors"
@@ -18,6 +20,12 @@ type Service struct {
 	packageAllocationStore *postgres.ShopPackageAllocationStore
 	seriesAllocationStore  *postgres.ShopSeriesAllocationStore
 	shopStore              *postgres.ShopStore
+	auditService           AuditService
+}
+
+// AuditService 敏感配置变更审计能力。
+type AuditService interface {
+	LogOperation(ctx context.Context, log *model.AccountOperationLog)
 }

 func New(
@@ -26,6 +34,7 @@ func New(
 	packageAllocationStore *postgres.ShopPackageAllocationStore,
 	seriesAllocationStore *postgres.ShopSeriesAllocationStore,
 	shopStore *postgres.ShopStore,
+	auditService AuditService,
 ) *Service {
 	return &Service{
 		db:                     db,
@@ -33,61 +42,123 @@ func New(
 		packageAllocationStore: packageAllocationStore,
 		seriesAllocationStore:  seriesAllocationStore,
 		shopStore:              shopStore,
+		auditService:           auditService,
 	}
 }

-func (s *Service) BatchAllocate(ctx context.Context, req *dto.BatchAllocatePackagesRequest) error {
+// UpdateExpiryBase 修改单条套餐分配的生效条件覆盖。
+func (s *Service) UpdateExpiryBase(ctx context.Context, id uint, req *dto.UpdateAllocationExpiryBaseRequest) (*dto.ShopPackageAllocationTermsResponse, error) {
+	override, err := packagepkg.ValidateExpiryBaseOverride(req.ExpiryBaseOverride, req.ExpiryBaseOverrideSet)
+	if err != nil {
+		return nil, err
+	}
+	allocation, err := s.packageAllocationStore.GetByID(ctx, id)
+	if err != nil {
+		return nil, errors.New(errors.CodeForbidden, "无权限操作该资源或资源不存在")
+	}
+	pkg, err := s.packageStore.GetByID(ctx, allocation.PackageID)
+	if err != nil {
+		return nil, errors.New(errors.CodeForbidden, "无权限操作该资源或资源不存在")
+	}
+	before := allocation.ExpiryBaseOverride
+	if !sameNullableString(before, override) {
+		allocation.ExpiryBaseOverride = override
+		allocation.Updater = middleware.GetUserIDFromContext(ctx)
+		if err := s.packageAllocationStore.Update(ctx, allocation); err != nil {
+			return nil, errors.Wrap(errors.CodeDatabaseError, err, "更新套餐分配生效条件失败")
+		}
+		s.logExpiryBaseAudit(ctx, allocation, before, override)
+	}
+	return buildTermsResponse(pkg, allocation), nil
+}
+
+func buildTermsResponse(pkg *model.Package, allocation *model.ShopPackageAllocation) *dto.ShopPackageAllocationTermsResponse {
+	effective := packagepkg.EffectiveExpiryBase(pkg, allocation)
+	return &dto.ShopPackageAllocationTermsResponse{
+		ID: allocation.ID, DefaultExpiryBase: pkg.ExpiryBase,
+		DefaultExpiryBaseName:  packagepkg.ExpiryBaseName(pkg.ExpiryBase),
+		ExpiryBaseOverride:     allocation.ExpiryBaseOverride,
+		ExpiryBaseOverrideName: packagepkg.ExpiryBaseOverrideName(allocation.ExpiryBaseOverride),
+		EffectiveExpiryBase:    effective, EffectiveExpiryBaseName: packagepkg.ExpiryBaseName(effective),
+	}
+}
+
+func sameNullableString(left, right *string) bool {
+	return left == nil && right == nil || left != nil && right != nil && *left == *right
+}
+
+func (s *Service) logExpiryBaseAudit(ctx context.Context, allocation *model.ShopPackageAllocation, before, after *string) {
+	if s.auditService == nil {
+		return
+	}
+	s.auditService.LogOperation(ctx, &model.AccountOperationLog{
+		OperatorID: middleware.GetUserIDFromContext(ctx), OperatorType: middleware.GetUserTypeFromContext(ctx),
+		OperatorName: middleware.GetUsernameFromContext(ctx), OperationType: "update_package_expiry_base",
+		OperationDesc: fmt.Sprintf("修改套餐分配生效条件覆盖: %d", allocation.ID),
+		BeforeData:    model.JSONB{"allocation_id": allocation.ID, "expiry_base_override": before},
+		AfterData:     model.JSONB{"allocation_id": allocation.ID, "expiry_base_override": after},
+		RequestID:     middleware.GetRequestIDFromContext(ctx), IPAddress: middleware.GetIPFromContext(ctx), UserAgent: middleware.GetUserAgentFromContext(ctx),
+	})
+}
+
+func (s *Service) BatchAllocate(ctx context.Context, req *dto.BatchAllocatePackagesRequest) (*dto.BatchAllocatePackagesResponse, error) {
+	expiryBaseOverride, err := packagepkg.ValidateExpiryBaseOverride(req.ExpiryBaseOverride, req.ExpiryBaseOverrideSet)
+	if err != nil {
+		return nil, err
+	}
 	currentUserID := middleware.GetUserIDFromContext(ctx)
 	if currentUserID == 0 {
-		return errors.New(errors.CodeUnauthorized, "未授权访问")
+		return nil, errors.New(errors.CodeUnauthorized, "未授权访问")
 	}

 	userType := middleware.GetUserTypeFromContext(ctx)
 	allocatorShopID := middleware.GetShopIDFromContext(ctx)

 	if userType == constants.UserTypeAgent && allocatorShopID == 0 {
-		return errors.New(errors.CodeUnauthorized, "当前用户不属于任何店铺")
+		return nil, errors.New(errors.CodeUnauthorized, "当前用户不属于任何店铺")
 	}

 	targetShop, err := s.shopStore.GetByID(ctx, req.ShopID)
 	if err != nil {
 		if err == gorm.ErrRecordNotFound {
-			return errors.New(errors.CodeNotFound, "目标店铺不存在")
+			return nil, errors.New(errors.CodeNotFound, "目标店铺不存在")
 		}
-		return errors.Wrap(errors.CodeInternalError, err, "获取目标店铺失败")
+		return nil, errors.Wrap(errors.CodeInternalError, err, "获取目标店铺失败")
 	}

 	if userType == constants.UserTypeAgent {
 		if targetShop.ParentID == nil || *targetShop.ParentID != allocatorShopID {
-			return errors.New(errors.CodeForbidden, "只能分配给直属下级店铺")
+			return nil, errors.New(errors.CodeForbidden, "只能分配给直属下级店铺")
 		}
 	}

 	packages, err := s.getEnabledPackagesBySeries(ctx, req.SeriesID)
 	if err != nil {
-		return err
+		return nil, err
 	}

 	if len(packages) == 0 {
-		return errors.New(errors.CodeInvalidParam, "该系列下没有启用的套餐")
+		return nil, errors.New(errors.CodeInvalidParam, "该系列下没有启用的套餐")
 	}

 	// 检查目标店铺是否有该系列的分配
 	seriesAllocation, err := s.seriesAllocationStore.GetByShopAndSeries(ctx, req.ShopID, req.SeriesID)
 	if err != nil {
 		if err == gorm.ErrRecordNotFound {
-			return errors.New(errors.CodeInvalidParam, "目标店铺没有该系列的分配权限")
+			return nil, errors.New(errors.CodeInvalidParam, "目标店铺没有该系列的分配权限")
 		}
-		return errors.Wrap(errors.CodeInternalError, err, "查询系列分配失败")
+		return nil, errors.Wrap(errors.CodeInternalError, err, "查询系列分配失败")
 	}

-	return s.db.Transaction(func(tx *gorm.DB) error {
+	result := &dto.BatchAllocatePackagesResponse{TotalPackages: len(packages), Allocations: []dto.ShopPackageAllocationTermsResponse{}}
+	err = s.db.Transaction(func(tx *gorm.DB) error {
 		txPkgAllocStore := postgres.NewShopPackageAllocationStore(tx)

 		for _, pkg := range packages {
 			// 已存在该套餐的分配记录则跳过，避免唯一约束冲突
 			_, existErr := txPkgAllocStore.GetByShopAndPackageForSystem(ctx, req.ShopID, pkg.ID)
 			if existErr == nil {
+				result.SkippedCount++
 				continue
 			}

@@ -97,23 +168,30 @@ func (s *Service) BatchAllocate(ctx context.Context, req *dto.BatchAllocatePacka
 			}

 			allocation := &model.ShopPackageAllocation{
-				BaseModel:          model.BaseModel{Creator: currentUserID, Updater: currentUserID},
-				ShopID:             req.ShopID,
-				PackageID:          pkg.ID,
-				AllocatorShopID:    allocatorShopID,
-				CostPrice:          costPrice,
-				RetailPrice:        pkg.SuggestedRetailPrice,
+				BaseModel:               model.BaseModel{Creator: currentUserID, Updater: currentUserID},
+				ShopID:                  req.ShopID,
+				PackageID:               pkg.ID,
+				AllocatorShopID:         allocatorShopID,
+				CostPrice:               costPrice,
+				RetailPrice:             pkg.SuggestedRetailPrice,
 				RetailPriceConfigStatus: pkg.PriceConfigStatus,
-				SeriesAllocationID: &seriesAllocation.ID,
-				Status:             constants.StatusEnabled,
+				SeriesAllocationID:      &seriesAllocation.ID,
+				ExpiryBaseOverride:      expiryBaseOverride,
+				Status:                  constants.StatusEnabled,
 			}
 			if err := tx.Create(allocation).Error; err != nil {
 				return errors.Wrap(errors.CodeInternalError, err, "创建套餐分配失败")
 			}
+			result.Allocations = append(result.Allocations, *buildTermsResponse(pkg, allocation))
 		}

 		return nil
 	})
+	if err != nil {
+		return nil, err
+	}
+	result.AllocatedCount = len(result.Allocations)
+	return result, nil
 }

 func (s *Service) getEnabledPackagesBySeries(ctx context.Context, seriesID uint) ([]*model.Package, error) {
--- a/internal/service/shop_series_grant/service.go
+++ b/internal/service/shop_series_grant/service.go
@@ -8,6 +8,7 @@ import (

 	"github.com/break/junhong_cmp_fiber/internal/model"
 	"github.com/break/junhong_cmp_fiber/internal/model/dto"
+	packagepkg "github.com/break/junhong_cmp_fiber/internal/service/package"
 	"github.com/break/junhong_cmp_fiber/internal/store"
 	"github.com/break/junhong_cmp_fiber/internal/store/postgres"
 	"github.com/break/junhong_cmp_fiber/pkg/constants"
@@ -185,12 +186,18 @@ func (s *Service) buildGrantResponse(ctx context.Context, allocation *model.Shop
 			continue
 		}
 		packages = append(packages, dto.ShopSeriesGrantPackageItem{
-			PackageID:   pa.PackageID,
-			PackageName: pkg.PackageName,
-			PackageCode: pkg.PackageCode,
-			CostPrice:   pa.CostPrice,
-			ShelfStatus: pa.ShelfStatus,
-			Status:      pa.Status,
+			PackageID:               pa.PackageID,
+			PackageName:             pkg.PackageName,
+			PackageCode:             pkg.PackageCode,
+			CostPrice:               pa.CostPrice,
+			ShelfStatus:             pa.ShelfStatus,
+			Status:                  pa.Status,
+			DefaultExpiryBase:       pkg.ExpiryBase,
+			DefaultExpiryBaseName:   packagepkg.ExpiryBaseName(pkg.ExpiryBase),
+			ExpiryBaseOverride:      pa.ExpiryBaseOverride,
+			ExpiryBaseOverrideName:  packagepkg.ExpiryBaseOverrideName(pa.ExpiryBaseOverride),
+			EffectiveExpiryBase:     packagepkg.EffectiveExpiryBase(pkg, pa),
+			EffectiveExpiryBaseName: packagepkg.ExpiryBaseName(packagepkg.EffectiveExpiryBase(pkg, pa)),
 		})
 	}
 	resp.Packages = packages
@@ -201,6 +208,10 @@ func (s *Service) buildGrantResponse(ctx context.Context, allocation *model.Shop
 // Create 创建系列授权
 // POST /api/admin/shop-series-grants
 func (s *Service) Create(ctx context.Context, req *dto.CreateShopSeriesGrantRequest) (*dto.ShopSeriesGrantResponse, error) {
+	expiryBaseOverride, err := packagepkg.ValidateExpiryBaseOverride(req.ExpiryBaseOverride, req.ExpiryBaseOverrideSet)
+	if err != nil {
+		return nil, err
+	}
 	operatorID := middleware.GetUserIDFromContext(ctx)
 	operatorShopID := middleware.GetShopIDFromContext(ctx)
 	operatorType := middleware.GetUserTypeFromContext(ctx)
@@ -339,15 +350,16 @@ func (s *Service) Create(ctx context.Context, req *dto.CreateShopSeriesGrantRequ
 					}
 				}
 				pkgAlloc := &model.ShopPackageAllocation{
-					ShopID:             req.ShopID,
-					PackageID:          item.PackageID,
-					AllocatorShopID:    allocatorShopID,
-					CostPrice:          item.CostPrice,
-					RetailPrice:        pkg.SuggestedRetailPrice,
+					ShopID:                  req.ShopID,
+					PackageID:               item.PackageID,
+					AllocatorShopID:         allocatorShopID,
+					CostPrice:               item.CostPrice,
+					RetailPrice:             pkg.SuggestedRetailPrice,
 					RetailPriceConfigStatus: pkg.PriceConfigStatus,
-					SeriesAllocationID: &allocation.ID,
-					Status:             constants.StatusEnabled,
-					ShelfStatus:        constants.ShelfStatusOn,
+					SeriesAllocationID:      &allocation.ID,
+					ExpiryBaseOverride:      expiryBaseOverride,
+					Status:                  constants.StatusEnabled,
+					ShelfStatus:             constants.ShelfStatusOn,
 				}
 				pkgAlloc.Creator = operatorID
 				pkgAlloc.Updater = operatorID
@@ -600,6 +612,10 @@ func (s *Service) Update(ctx context.Context, id uint, req *dto.UpdateShopSeries
 // ManagePackages 管理授权套餐（新增/更新/删除）
 // PUT /api/admin/shop-series-grants/:id/packages
 func (s *Service) ManagePackages(ctx context.Context, id uint, req *dto.ManageGrantPackagesRequest) (*dto.ShopSeriesGrantResponse, error) {
+	expiryBaseOverride, err := packagepkg.ValidateExpiryBaseOverride(req.ExpiryBaseOverride, req.ExpiryBaseOverrideSet)
+	if err != nil {
+		return nil, err
+	}
 	operatorID := middleware.GetUserIDFromContext(ctx)
 	operatorShopID := middleware.GetShopIDFromContext(ctx)

@@ -677,15 +693,16 @@ func (s *Service) ManagePackages(ctx context.Context, id uint, req *dto.ManageGr
 					}
 				}
 				pkgAlloc := &model.ShopPackageAllocation{
-					ShopID:             allocation.ShopID,
-					PackageID:          item.PackageID,
-					AllocatorShopID:    allocation.AllocatorShopID,
-					CostPrice:          item.CostPrice,
-					RetailPrice:        pkg.SuggestedRetailPrice,
+					ShopID:                  allocation.ShopID,
+					PackageID:               item.PackageID,
+					AllocatorShopID:         allocation.AllocatorShopID,
+					CostPrice:               item.CostPrice,
+					RetailPrice:             pkg.SuggestedRetailPrice,
 					RetailPriceConfigStatus: pkg.PriceConfigStatus,
-					SeriesAllocationID: &allocation.ID,
-					Status:             constants.StatusEnabled,
-					ShelfStatus:        constants.ShelfStatusOn,
+					SeriesAllocationID:      &allocation.ID,
+					ExpiryBaseOverride:      expiryBaseOverride,
+					Status:                  constants.StatusEnabled,
+					ShelfStatus:             constants.ShelfStatusOn,
 				}
 				pkgAlloc.Creator = operatorID
 				pkgAlloc.Updater = operatorID
--- a/internal/store/postgres/package_terms_snapshot_integration_test.go
+++ b/internal/store/postgres/package_terms_snapshot_integration_test.go
@@ -0,0 +1,54 @@
+package postgres
+
+import (
+	"testing"
+	"time"
+
+	"github.com/break/junhong_cmp_fiber/internal/model"
+	"github.com/break/junhong_cmp_fiber/internal/testutil"
+	"github.com/break/junhong_cmp_fiber/pkg/constants"
+)
+
+// TestPackageUsageRejectsNewEmptyTermsSnapshot 验证迁移约束拒绝上线后新增空计时快照。
+func TestPackageUsageRejectsNewEmptyTermsSnapshot(t *testing.T) {
+	tx := testutil.NewPostgresTransaction(t)
+	usage := newTermsSnapshotTestUsage()
+	if err := tx.Create(usage).Error; err == nil {
+		t.Fatal("新增套餐使用记录缺少计时快照时必须被数据库拒绝")
+	}
+}
+
+// TestPackageUsageAcceptsCompleteTermsSnapshot 验证完整计时快照可与使用记录一次性落库。
+func TestPackageUsageAcceptsCompleteTermsSnapshot(t *testing.T) {
+	tx := testutil.NewPostgresTransaction(t)
+	usage := newTermsSnapshotTestUsage()
+	usage.ExpiryBaseSnapshot = constants.PackageExpiryBaseFromPurchase
+	usage.CalendarTypeSnapshot = constants.PackageCalendarTypeByDay
+	usage.DurationDaysSnapshot = 30
+	if err := tx.Create(usage).Error; err != nil {
+		t.Fatalf("完整计时快照应可落库：%v", err)
+	}
+}
+
+// TestHistoricalPackageUsageWithoutTermsSnapshotCanUpdateStatus 验证历史空快照可继续状态流转。
+func TestHistoricalPackageUsageWithoutTermsSnapshotCanUpdateStatus(t *testing.T) {
+	tx := testutil.NewPostgresTransaction(t)
+	var usage model.PackageUsage
+	if err := tx.Where("expiry_base_snapshot = '' AND calendar_type_snapshot = '' AND duration_months_snapshot = 0 AND duration_days_snapshot = 0").
+		First(&usage).Error; err != nil {
+		t.Skip("当前开发库没有历史空快照记录")
+	}
+	if err := tx.Model(&usage).Update("status", usage.Status).Error; err != nil {
+		t.Fatalf("历史空快照记录应可继续更新状态：%v", err)
+	}
+}
+
+func newTermsSnapshotTestUsage() *model.PackageUsage {
+	unique := uint(time.Now().UnixNano() & 0x7fffffff)
+	return &model.PackageUsage{
+		OrderID: unique, OrderNo: "UR55-SNAPSHOT-TEST", PackageID: unique,
+		UsageType: constants.AssetWalletResourceTypeIotCard, IotCardID: unique,
+		DataLimitMB: 1, Status: constants.PackageUsageStatusPending,
+		Priority: 1, PackageName: "UR55测试套餐", Generation: 1,
+	}
+}
--- a/internal/task/auto_purchase.go
+++ b/internal/task/auto_purchase.go
@@ -12,11 +12,13 @@ import (
 	"gorm.io/gorm"
 	"gorm.io/gorm/clause"

+	packagedomain "github.com/break/junhong_cmp_fiber/internal/domain/package"
 	"github.com/break/junhong_cmp_fiber/internal/model"
 	packagepkg "github.com/break/junhong_cmp_fiber/internal/service/package"
 	"github.com/break/junhong_cmp_fiber/internal/service/packageprice"
 	"github.com/break/junhong_cmp_fiber/internal/store/postgres"
 	"github.com/break/junhong_cmp_fiber/pkg/constants"
+	pkgerrors "github.com/break/junhong_cmp_fiber/pkg/errors"
 )

 // AutoPurchasePayload 充值后自动购包任务载荷
@@ -496,7 +498,11 @@ func (h *AutoPurchaseHandler) activateMainPackage(
 	carrierID uint,
 	now time.Time,
 ) error {
-	_ = ctx
+	terms, err := h.resolvePackageTerms(ctx, pkg, order.SellerShopID)
+	if err != nil {
+		h.logger.Error("自动购包生成套餐计时快照失败", zap.Uint("package_id", pkg.ID), zap.Error(err))
+		return err
+	}
 	if err := h.lockPackageCarrier(ctx, tx, carrierType, carrierID); err != nil {
 		return err
 	}
@@ -512,6 +518,13 @@ func (h *AutoPurchaseHandler) activateMainPackage(
 	var expiresAt time.Time
 	var nextResetAt *time.Time
 	var pendingRealnameActivation bool
+	if terms.ExpiryBase == constants.PackageExpiryBaseFromActivation {
+		realnamed, realnameErr := h.isCarrierRealnamed(ctx, tx, carrierType, carrierID)
+		if realnameErr != nil {
+			return realnameErr
+		}
+		pendingRealnameActivation = !realnamed
+	}

 	if hasCurrentMain {
 		status = constants.PackageUsageStatusPending
@@ -522,16 +535,17 @@ func (h *AutoPurchaseHandler) activateMainPackage(
 			Scan(&maxPriority)
 		priority = maxPriority + 1
 	} else {
-		status = constants.PackageUsageStatusActive
 		priority = 1
-		activatedAt = now
-		expiresAt = packagepkg.CalculateExpiryTime(pkg.CalendarType, activatedAt, pkg.DurationMonths, pkg.DurationDays)
-		nextResetAt = packagepkg.CalculateNextResetTime(pkg.DataResetCycle, pkg.CalendarType, now, activatedAt)
+		if pendingRealnameActivation {
+			status = constants.PackageUsageStatusPending
+		} else {
+			status = constants.PackageUsageStatusActive
+			activatedAt = now
+			expiresAt = packagepkg.CalculateExpiryTime(terms.CalendarType, activatedAt, terms.DurationMonths, terms.DurationDays)
+			nextResetAt = packagepkg.CalculateNextResetTime(pkg.DataResetCycle, terms.CalendarType, now, activatedAt)
+		}
 	}

-	// REALNAME-02: 自动购包属于 C 端充值触发，不需要等实名（C 端已做前置实名检查）
-	// ExpiryBase 仅影响后台囤货路径，此处无需判断
-
 	virtualTotalMBSnapshot, displayGainRatioSnapshot, enableVirtualDataSnapshot := model.BuildPackageUsageSnapshotValues(pkg)
 	retailAmount := order.TotalAmount
 	usage := &model.PackageUsage{
@@ -558,6 +572,7 @@ func (h *AutoPurchaseHandler) activateMainPackage(
 		PackagePriceConfigStatus:  pkg.PriceConfigStatus,
 		PackageIsGift:             pkg.IsGift,
 	}
+	terms.Apply(usage)

 	if carrierType == constants.AssetWalletResourceTypeIotCard {
 		usage.IotCardID = carrierID
@@ -581,6 +596,30 @@ func (h *AutoPurchaseHandler) activateMainPackage(
 	}).Error
 }

+// isCarrierRealnamed 查询自动购包载体是否已满足实名激活条件。
+func (h *AutoPurchaseHandler) isCarrierRealnamed(ctx context.Context, tx *gorm.DB, carrierType string, carrierID uint) (bool, error) {
+	switch carrierType {
+	case constants.AssetWalletResourceTypeIotCard, "card":
+		var card model.IotCard
+		if err := tx.WithContext(ctx).Select("real_name_status").First(&card, carrierID).Error; err != nil {
+			return false, err
+		}
+		return card.RealNameStatus == constants.RealNameStatusVerified, nil
+	case constants.AssetWalletResourceTypeDevice:
+		var count int64
+		subQuery := tx.WithContext(ctx).Model(&model.DeviceSimBinding{}).
+			Select("iot_card_id").Where("device_id = ? AND bind_status = ?", carrierID, constants.BindStatusBound)
+		if err := tx.WithContext(ctx).Model(&model.IotCard{}).
+			Where("id IN (?) AND real_name_status = ?", subQuery, constants.RealNameStatusVerified).
+			Count(&count).Error; err != nil {
+			return false, err
+		}
+		return count > 0, nil
+	default:
+		return false, pkgerrors.New(pkgerrors.CodeInvalidParam, "无效的套餐载体类型")
+	}
+}
+
 func (h *AutoPurchaseHandler) lockPackageCarrier(ctx context.Context, tx *gorm.DB, carrierType string, carrierID uint) error {
 	switch carrierType {
 	case constants.AssetWalletResourceTypeIotCard, "card":
@@ -603,7 +642,11 @@ func (h *AutoPurchaseHandler) activateAddonPackage(
 	carrierID uint,
 	now time.Time,
 ) error {
-	_ = ctx
+	terms, err := h.resolvePackageTerms(ctx, pkg, order.SellerShopID)
+	if err != nil {
+		h.logger.Error("自动购包生成加油包计时快照失败", zap.Uint("package_id", pkg.ID), zap.Error(err))
+		return err
+	}
 	mainPackage, err := packagepkg.FindAttachableMainPackageForAddon(tx, carrierType, carrierID, now)
 	if err == gorm.ErrRecordNotFound {
 		return errors.New("必须有主套餐才能购买加油包")
@@ -649,6 +692,7 @@ func (h *AutoPurchaseHandler) activateAddonPackage(
 		PackagePriceConfigStatus:  pkg.PriceConfigStatus,
 		PackageIsGift:             pkg.IsGift,
 	}
+	terms.Apply(usage)

 	if carrierType == constants.AssetWalletResourceTypeIotCard {
 		usage.IotCardID = carrierID
@@ -659,6 +703,20 @@ func (h *AutoPurchaseHandler) activateAddonPackage(
 	return tx.Create(usage).Error
 }

+func (h *AutoPurchaseHandler) resolvePackageTerms(ctx context.Context, pkg *model.Package, sellerShopID *uint) (packagedomain.TermsSnapshot, error) {
+	var allocation *model.ShopPackageAllocation
+	if sellerShopID != nil && *sellerShopID > 0 {
+		found, err := h.shopPackageAllocationStore.GetByShopAndPackageForSystem(ctx, *sellerShopID, pkg.ID)
+		if err != nil && err != gorm.ErrRecordNotFound {
+			return packagedomain.TermsSnapshot{}, err
+		}
+		if err == nil {
+			allocation = found
+		}
+	}
+	return packagedomain.ResolveTermsSnapshot(pkg, allocation)
+}
+
 func parseLinkedPackageIDs(raw []byte) ([]uint, error) {
 	var packageIDs []uint
 	if len(raw) == 0 {
--- a/migrations/000162_add_expiry_base_override_to_shop_package_allocation.down.sql
+++ b/migrations/000162_add_expiry_base_override_to_shop_package_allocation.down.sql
@@ -0,0 +1,6 @@
+-- 回滚套餐分配生效条件覆盖字段及其枚举约束。
+ALTER TABLE tb_shop_package_allocation
+    DROP CONSTRAINT IF EXISTS chk_shop_package_allocation_expiry_base_override;
+
+ALTER TABLE tb_shop_package_allocation
+    DROP COLUMN IF EXISTS expiry_base_override;
--- a/migrations/000162_add_expiry_base_override_to_shop_package_allocation.up.sql
+++ b/migrations/000162_add_expiry_base_override_to_shop_package_allocation.up.sql
@@ -0,0 +1,9 @@
+-- 为套餐分配增加可选生效条件覆盖，NULL 表示跟随套餐默认值。
+ALTER TABLE tb_shop_package_allocation
+    ADD COLUMN expiry_base_override VARCHAR(30);
+
+COMMENT ON COLUMN tb_shop_package_allocation.expiry_base_override IS '到期时间基准覆盖，NULL表示跟随套餐默认值';
+
+ALTER TABLE tb_shop_package_allocation
+    ADD CONSTRAINT chk_shop_package_allocation_expiry_base_override
+    CHECK (expiry_base_override IS NULL OR expiry_base_override IN ('from_purchase', 'from_activation'));
--- a/migrations/000163_add_package_usage_terms_snapshots.down.sql
+++ b/migrations/000163_add_package_usage_terms_snapshots.down.sql
@@ -0,0 +1,9 @@
+-- 回滚套餐使用记录的购买计时条款快照字段。
+DROP TRIGGER IF EXISTS trg_validate_package_usage_terms_snapshot ON tb_package_usage;
+DROP FUNCTION IF EXISTS validate_package_usage_terms_snapshot();
+
+ALTER TABLE tb_package_usage
+    DROP COLUMN IF EXISTS duration_days_snapshot,
+    DROP COLUMN IF EXISTS duration_months_snapshot,
+    DROP COLUMN IF EXISTS calendar_type_snapshot,
+    DROP COLUMN IF EXISTS expiry_base_snapshot;
--- a/migrations/000163_add_package_usage_terms_snapshots.up.sql
+++ b/migrations/000163_add_package_usage_terms_snapshots.up.sql
@@ -0,0 +1,32 @@
+-- 为套餐使用记录增加购买时不可变计时条款快照；空值和零值保留为历史未快照标记。
+ALTER TABLE tb_package_usage
+    ADD COLUMN expiry_base_snapshot VARCHAR(30) NOT NULL DEFAULT '',
+    ADD COLUMN calendar_type_snapshot VARCHAR(20) NOT NULL DEFAULT '',
+    ADD COLUMN duration_months_snapshot INTEGER NOT NULL DEFAULT 0,
+    ADD COLUMN duration_days_snapshot INTEGER NOT NULL DEFAULT 0;
+
+COMMENT ON COLUMN tb_package_usage.expiry_base_snapshot IS '购买时生效条件快照，空字符串表示历史未快照';
+COMMENT ON COLUMN tb_package_usage.calendar_type_snapshot IS '购买时周期类型快照，空字符串表示历史未快照';
+COMMENT ON COLUMN tb_package_usage.duration_months_snapshot IS '购买时月数快照，0表示未使用或历史未快照';
+COMMENT ON COLUMN tb_package_usage.duration_days_snapshot IS '购买时天数快照，0表示未使用或历史未快照';
+
+-- 触发器只校验新记录及快照字段变更，历史空快照仍可更新状态等非快照字段。
+CREATE OR REPLACE FUNCTION validate_package_usage_terms_snapshot()
+RETURNS TRIGGER AS $$
+BEGIN
+    IF NEW.expiry_base_snapshot NOT IN ('from_purchase', 'from_activation')
+        OR NOT (
+            (NEW.calendar_type_snapshot = 'natural_month' AND NEW.duration_months_snapshot > 0 AND NEW.duration_days_snapshot = 0)
+            OR (NEW.calendar_type_snapshot = 'by_day' AND NEW.duration_days_snapshot > 0 AND NEW.duration_months_snapshot = 0)
+        ) THEN
+        RAISE EXCEPTION '套餐使用记录计时快照不完整或无效';
+    END IF;
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE TRIGGER trg_validate_package_usage_terms_snapshot
+BEFORE INSERT OR UPDATE OF expiry_base_snapshot, calendar_type_snapshot, duration_months_snapshot, duration_days_snapshot
+ON tb_package_usage
+FOR EACH ROW
+EXECUTE FUNCTION validate_package_usage_terms_snapshot();
--- a/pkg/constants/constants.go
+++ b/pkg/constants/constants.go
@@ -143,6 +143,12 @@ const (
 	PackageCalendarTypeByDay        = "by_day"        // 按天周期
 )

+// 套餐生效条件常量
+const (
+	PackageExpiryBaseFromActivation = "from_activation" // 实名激活时生效
+	PackageExpiryBaseFromPurchase   = "from_purchase"   // 购买即生效
+)
+
 // 套餐流量重置周期常量
 const (
 	PackageDataResetDaily   = "daily"   // 每日重置