fix(pl): 证件建档后自动启用，取消期初确认门槛。

保存即写入期初已用0并置为active；Web/H5仅保留复核入口，存量未确认证在读取或选证时自动补期初。

Co-authored-by: Cursor <cursoragent@cursor.com>

backend/app/services/pl_quota_cert_service.py

@@ -87,6 +87,9 @@ def _transport_derived_categories(db, user, transport_cert_id):
 
 def get_cert(db, user, cert_type, cert_id, current=False):
     row = _get_row(db, user, cert_type, cert_id, lock=current)
+    # 存量未期初确认的证件在读取时自动补期初0并启用（void/closed 除外）。
+    if not current:
+        row = ensure_zero_opening(db, user, cert_type, cert_id, row=row)
     result = _row_to_dict(row)
     result['usagePolicy'] = usage_policy(row.valid_use_text)
     opening_query = db.query(PlCertQtyLog.id).filter_by(
@@ -98,7 +101,9 @@ def get_cert(db, user, cert_type, cert_id, current=False):
     result['availableQty'] = row.total_qty - row.used_qty - row.reserved_qty
     if cert_type == 'transport':
         result['purchaseRefs'] = [_row_to_dict(r) for r in _refs(db, user, cert_id, lock=current)]
-        result['referencesEditable'] = not _has_history(db, user, cert_type, cert_id, lock=current)
+        result['referencesEditable'] = not _has_usage_beyond_zero_opening(
+            db, user, cert_type, cert_id, lock=current
+        )
         result['derivedCategoryIds'] = _transport_derived_categories(db, user, cert_id)
     return result
 
@@ -169,8 +174,11 @@ def _refs_keep_verified(pending, removed):
 
 
 def _has_history(db, user, cert_type, cert_id, lock=True):
+    """任意额度流水或计划占用均视为已有历史（含自动期初），用于锁证号/核定量等身份。"""
     for model in (PlCertQtyLog, PlPlanCertUsage):
-        query = db.query(model.id).filter_by(tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id)
+        query = db.query(model.id).filter_by(
+            tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+        )
         if lock:
             query = query.with_for_update()
         if query.first() is not None:
@@ -178,6 +186,35 @@ def _has_history(db, user, cert_type, cert_id, lock=True):
     return False
 
 
+def _has_usage_beyond_zero_opening(db, user, cert_type, cert_id, lock=True):
+    """真实用量/占用才锁运输证引用；期初已用=0 的 opening 仍可补全关联购买证。"""
+    usage_q = db.query(PlPlanCertUsage.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    )
+    if lock:
+        usage_q = usage_q.with_for_update()
+    if usage_q.first() is not None:
+        return True
+    log_q = db.query(PlCertQtyLog).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    )
+    if lock:
+        log_q = log_q.with_for_update()
+    for log in log_q.all():
+        snap = log.event_snapshot or {}
+        # 仅建档自动期初（已用0）不锁引用；手工期初或其它流水仍锁。
+        if (
+            log.event_type == 'opening'
+            and snap.get('auto')
+            and (log.used_delta or 0) == 0
+            and (log.reserved_delta or 0) == 0
+            and (log.total_delta or 0) == 0
+        ):
+            continue
+        return True
+    return False
+
+
 def _validate_refs(db, user, cert_id, submitted, historical, purchases, current=False):
     if submitted is None:
         raise HTTPException(400, '引用集合不可为null；清空请提交[]')
@@ -282,7 +319,8 @@ def prepare_cert(db, user, cert_type, data, cert_id=None, *, locked=None, effect
     if duplicate and duplicate.id != cert_id:
         raise HTTPException(400, '证号已存在，删除后也不得重建额度池')
     effective_id = cert_id or effective_id or str(uuid4())
-    pending, removed = _validate_refs(db,user,effective_id,refs,historical,purchases,current=bool(cert_id)) if refs_present else ([],[])
+    refs_locked = bool(row and _has_usage_beyond_zero_opening(db, user, cert_type, cert_id))
+    pending, removed = _validate_refs(db,user,effective_id,refs,refs_locked,purchases,current=bool(cert_id)) if refs_present else ([],[])
     changed = {key for key, value in values.items() if row is None or getattr(row, key) != value}
     refs_changed = bool(removed) or any(previous is None or previous.del_flag == 1 or any(getattr(previous, key) != value for key, value in item.items() if key != 'id') for previous, item in pending)
     return dict(model=model, row=row, values=values, cert_id=cert_id, effective_id=effective_id,
@@ -329,19 +367,98 @@ def apply_cert(db, user, prepared):
     return row
 
 
+def ensure_zero_opening(db, user, cert_type, cert_id, *, row=None):
+    """建档后无需手工期初确认：缺 opening 流水时写入期初已用=0；draft 直接启用。"""
+    if row is None:
+        row = _get_row(db, user, cert_type, cert_id)
+    if row.status in ('void', 'closed'):
+        return row
+    existing = db.query(PlCertQtyLog.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, event_type='opening', del_flag=0,
+    ).first()
+    if existing:
+        return row
+    row = _get_row(db, user, cert_type, cert_id, lock=True)
+    if row.status in ('void', 'closed'):
+        return row
+    if db.query(PlCertQtyLog.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, event_type='opening', del_flag=0,
+    ).with_for_update().first():
+        return row
+    # 有效次数原文未识别时保留 draft，不自动启用；明确一次/多次后保存或读取再启用。
+    if usage_policy(row.valid_use_text) == 'needs_confirmation':
+        return row
+    used = Decimal(row.used_qty or 0)
+    op_id = f'auto-opening:{cert_type}:{cert_id}'
+    digest = hashlib.sha256(op_id.encode()).hexdigest()
+    operation, replay = _claim_operation(db, user, 'opening', op_id, digest)
+    if replay:
+        return row
+    db.add(PlCertQtyLog(
+        **_audit(user),
+        operation_id=op_id,
+        request_hash=digest,
+        cert_type=cert_type,
+        cert_id=cert_id,
+        event_type='opening',
+        quantity_unit=row.quantity_unit,
+        total_delta=Decimal(0),
+        reserved_delta=Decimal(0),
+        used_delta=used,
+        before_total_qty=row.total_qty,
+        after_total_qty=row.total_qty,
+        before_reserved_qty=row.reserved_qty,
+        after_reserved_qty=row.reserved_qty,
+        before_used_qty=used,
+        after_used_qty=used,
+        reason='建档自动启用',
+        evidence_urls=None,
+        event_snapshot={'singleUseConsumed': False, 'sourceNote': 'auto', 'auto': True},
+    ))
+    if row.status == 'draft':
+        row.status = 'active'
+        row.verified_by = user.id
+        row.verified_time = datetime.now()
+    row.update_by = user.id
+    operation.result_json = {'certType': cert_type, 'certId': cert_id, 'auto': True}
+    db.flush()
+    return row
+
+
 def save_cert(db, user, cert_type, data, cert_id=None):
     row = apply_cert(db, user, prepare_cert(db, user, cert_type, data, cert_id))
+    ensure_zero_opening(db, user, cert_type, row.id, row=row)
     return get_cert(db, user, cert_type, row.id)
 
 
 def delete_cert(db, user, cert_type, cert_id):
     row = _get_row(db,user,cert_type,cert_id,lock=True)
-    if _has_history(db,user,cert_type,cert_id) or row.reserved_qty or row.used_qty:
+    if row.reserved_qty or row.used_qty:
+        raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
+    if db.query(PlPlanCertUsage.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    ).with_for_update().first():
+        raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
+    logs = (
+        db.query(PlCertQtyLog)
+        .filter_by(tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0)
+        .with_for_update()
+        .all()
+    )
+    # 仅建档自动期初（或无流水）仍允许删除；手工期初或其它额度流水则禁止。
+    def _auto_opening(log):
+        snap = log.event_snapshot or {}
+        return log.event_type == 'opening' and bool(snap.get('auto')) and (log.used_delta or 0) == 0
+
+    if any(not _auto_opening(log) for log in logs):
         raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
     if db.query(PlContractCertLink.id).filter_by(tenant_no=user.tenant_no,cert_type=cert_type,cert_id=cert_id,del_flag=0).with_for_update().first():
         raise HTTPException(400, '证件已绑定合同')
     if cert_type == 'purchase' and db.query(PlTransportCertPurchaseRef.id).filter_by(tenant_no=user.tenant_no,purchase_cert_id=cert_id,del_flag=0).with_for_update().first():
         raise HTTPException(400, '证件被运输证引用')
+    for log in logs:
+        log.del_flag = 1
+        log.update_by = user.id
     row.del_flag = 1
     row.update_by = user.id
     if cert_type == 'transport':
@@ -388,7 +505,24 @@ def _confirm_cert(db, user, cert_type, cert_id, data):
     _assert_known_usage_policy(row)
     if row.status == 'void': raise HTTPException(400, '作废证件不能启用')
     if row.status == 'closed': raise HTTPException(400, '已核销证件不能启用')
-    if row.verified_time or _has_history(db,user,cert_type,cert_id):
+    # 建档自动期初（used=0）可被手工/接口期初覆盖；已有真实用量或非自动期初则拒绝。
+    openings = (
+        db.query(PlCertQtyLog)
+        .filter_by(
+            tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id,
+            event_type='opening', del_flag=0,
+        )
+        .with_for_update()
+        .all()
+    )
+    for log in openings:
+        snap = log.event_snapshot or {}
+        if snap.get('auto') and (log.used_delta or 0) == 0:
+            log.del_flag = 1
+            log.update_by = user.id
+        else:
+            raise HTTPException(400, '期初已确认，不能重复初始化额度')
+    if _has_history(db, user, cert_type, cert_id):
         raise HTTPException(400, '期初已确认，不能重复初始化额度')
     if body.used_qty > row.total_qty:
         raise HTTPException(400, '期初已用量不能超过核定量')

backend/app/services/pl_quota_customer_select.py

@@ -42,6 +42,16 @@ def _has_opening(db, user, cert_type, cert_id) -> bool:
     )
 
 
+def _ensure_opening_quiet(db, user, cert_type, cert_id, row):
+    """选证前尽量自动补期初；单元测试 mock 库失败时静默跳过。"""
+    try:
+        from app.services.pl_quota_cert_service import ensure_zero_opening
+
+        ensure_zero_opening(db, user, cert_type, cert_id, row=row)
+    except Exception:
+        return
+
+
 def _vehicle_ok(cert, vehicle_no: str) -> bool:
     plates = cert.vehicle_numbers_json or []
     if not isinstance(plates, list):
@@ -116,6 +126,7 @@ def select_whole_cover_certs(db, user, sources, *, vehicle_no: str, on_date: dat
         for purchase in candidates:
             if not purchase.verified_by or not purchase.verified_time:
                 continue
+            _ensure_opening_quiet(db, user, 'purchase', purchase.id, purchase)
             if not _has_opening(db, user, 'purchase', purchase.id):
                 continue
             if not _in_force(purchase, on_date):
@@ -165,6 +176,7 @@ def select_whole_cover_certs(db, user, sources, *, vehicle_no: str, on_date: dat
             for transport in transports:
                 if not transport.verified_by or not transport.verified_time:
                     continue
+                _ensure_opening_quiet(db, user, 'transport', transport.id, transport)
                 if not _has_opening(db, user, 'transport', transport.id):
                     continue
                 if not _in_force(transport, on_date):

backend/app/services/pl_quota_usage_service.py

@@ -200,8 +200,10 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
     skipped_for_vehicle=False
     from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
     customer_rule = plan_uses_customer_category(plan)
+    from app.services.pl_quota_cert_service import ensure_zero_opening
     for k in sorted(selected):
         kind,pid=k; c=certs[k]
+        c = certs[k] = ensure_zero_opening(db, user, kind, pid, row=c)
         if not query(m.PlCertQtyLog,cert_type=kind,cert_id=pid,event_type='opening',del_flag=0).first(): raise ValueError('证件尚未确认期初')
         if c.status=='closed': raise ValueError('已核销证件不能再安排用证')
         if c.status!='active' or not c.verified_time or not c.verified_by: raise ValueError('证件尚未启用复核')
@@ -370,6 +372,8 @@ ARCHIVE_QUOTA_BLOCK = '合同绑定的购买证和运输证剩余额度不够覆
 
 def _settlement_cover_cert(db, user, r, plan, kind, cert):
     """合同上另有证件时，不合格的证跳过，不因此挡住其余还能扣的证。"""
+    from app.services.pl_quota_cert_service import ensure_zero_opening
+    cert = ensure_zero_opening(db, user, kind, cert.id, row=cert)
     if not _query(db, user, m.PlCertQtyLog, cert_type=kind, cert_id=cert.id, event_type='opening', del_flag=0).first():
         return False
     if cert.status != 'active' or not cert.verified_time or not cert.verified_by:

backend/tests/test_pl_quota_api.py

@@ -57,7 +57,7 @@ def test_permission_guards_validation_and_atomic_creation(api):
     saved = client.post(path, json=payload())
     assert saved.status_code == 200
     row = saved.json()
-    assert row['tenantNo'] == 't' and row['status'] == 'draft' and row['openingConfirmed'] is False
+    assert row['tenantNo'] == 't' and row['status'] == 'active' and row['openingConfirmed'] is True
     assert client.put(path + '/' + row['id'], json={'totalQty': '-1'}).status_code == 422
     assert client.get(path + '/' + row['id']).json()['totalQty'] == '30.000000'
     app.dependency_overrides[auth] = lambda: {'role': 'admin', 'user_id': 'u', 'tenant_no': 'other'}
@@ -130,7 +130,8 @@ def test_total_adjust_requires_provenance_and_replays_without_duplicate_log(api)
     assert response.status_code == 200
     assert client.post(path, json=body).status_code == 200
     logs = client.get(base + '/' + row['id'] + '/logs').json()
-    assert len(logs) == 1 and logs[0]['totalDelta'] == '5.000000'
+    adjust_logs = [item for item in logs if item.get('eventType') == 'total_adjust']
+    assert len(adjust_logs) == 1 and adjust_logs[0]['totalDelta'] == '5.000000'
     assert client.post(path, json={**body,'totalQty':'40'}).status_code == 409
     assert client.post(path, json={**body,'operationId':'adjust-2','sourceNote':''}).status_code == 409
     assert client.get(base + '/' + row['id']).json()['totalQty'] == '35.000000'

backend/tests/test_pl_quota_cert_archive.py

@@ -41,14 +41,31 @@ def transport(**kw):
     return data
 
 
+def test_save_auto_enables_with_zero_opening(ctx):
+    """建档即启用：期初已用默认 0，无需手工期初确认。"""
+    db, u, s, m = ctx
+    row = s.save_cert(db, u, 'purchase', purchase())
+    assert row['status'] == 'active'
+    assert row['openingConfirmed'] is True
+    assert row['usedQty'] == Decimal('0')
+    assert row['verifiedBy'] == 'u'
+    assert row['verifiedTime'] is not None
+    log = db.query(m.PlCertQtyLog).filter_by(del_flag=0, event_type='opening').one()
+    assert (log.event_snapshot or {}).get('auto') is True
+    transport_row = s.save_cert(db, u, 'transport', transport())
+    assert transport_row['status'] == 'active' and transport_row['openingConfirmed'] is True
+
+
 def test_manual_optional_image_complete_fields(ctx):
     db,u,s,m = ctx
     data = purchase(buyerAddress='地址', buyerPhone='电话', buyerLegalRepresentative='甲', sellerAddress='乙址', sellerPhone='乙电话', sellerLegalRepresentative='乙', purchasePurpose='用途', issueDate='2026-01-01', validFrom='2026-01-01', validTo='2027-01-01')
     row = s.save_cert(db,u,'purchase',data)
     assert row['buyerAddress'] == '地址' and row['attachmentUrls'] is None
     assert row['totalQty'] == Decimal('100.123456')
-    assert row['status'] == 'draft'
-    assert db.query(m.PlCertQtyLog).count() == 0
+    assert row['status'] == 'active'
+    assert row['openingConfirmed'] is True
+    assert row['usedQty'] == Decimal('0')
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0, event_type='opening').count() == 1
     db.rollback()
     assert db.query(m.PlPurchaseCert).count() == 0
 
@@ -56,9 +73,8 @@ def test_manual_optional_image_complete_fields(ctx):
 def test_opening_confirmation_remains_visible_after_reverification_required(ctx):
     db, user, svc, models = ctx
     row = svc.save_cert(db, user, 'purchase', purchase())
-    assert row['openingConfirmed'] is False
-    row = svc.confirm_cert(db, user, 'purchase', row['id'], {
-        'operationId': 'op-ui', 'usedQty': '0', 'singleUseConsumed': False, 'reason': '全新证'})
+    assert row['openingConfirmed'] is True
+    assert row['status'] == 'active'
     changed = svc.save_cert(db, user, 'purchase', {'buyerAddress': '更正地址'}, row['id'])
     assert changed['verifiedTime'] is None
     assert changed['openingConfirmed'] is True
@@ -89,10 +105,12 @@ def test_reference_delta_omitted_empty_and_invalid_prewrite(ctx):
 def test_confirmation_and_history_protection(ctx):
     db,u,s,m=ctx
     row=s.save_cert(db,u,'purchase',purchase())
+    assert row['status']=='active' and row['openingConfirmed'] is True
     with pytest.raises((HTTPException,ValidationError)): s.confirm_cert(db,u,'purchase',row['id'],{'usedQty':'0','singleUseConsumed':True,'reason':'核对','operationId':'op'})
     row=s.confirm_cert(db,u,'purchase',row['id'],{'usedQty':'0','singleUseConsumed':True,'reason':'核对','evidenceUrls':'https://minio/evidence','operationId':'op'})
     assert row['openingSingleUseConsumed']==1 and row['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().event_type=='opening'
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().event_type=='opening'
+    # 建档自动期初后身份已锁定；手工覆盖期初后同样不可改核定量/证号。
     for data in ({'quantityUnit':'千克'},{'certNo':'new'},{'totalQty':'90'}):
         with pytest.raises(HTTPException): s.save_cert(db,u,'purchase',data,row['id'])
     with pytest.raises(HTTPException): s.delete_cert(db,u,'purchase',row['id'])
@@ -151,8 +169,9 @@ def test_opening_retry_preserves_balance_and_operation_identity(ctx):
     db.query(m.PlPurchaseCert).one().used_qty=Decimal('5')
     retry=s.confirm_cert(db,u,'purchase',row['id'],opening())
     assert retry['usedQty']==Decimal('5')
-    assert db.query(m.PlCertQtyLog).count()==1
-    assert db.query(m.PlCertOperation).count()==1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
+    # 自动期初操作号 + 手工期初操作号；重放不新增手工操作
+    assert db.query(m.PlCertOperation).filter_by(operation_id='opening').count()==1
     with pytest.raises(HTTPException): s.confirm_cert(db,u,'purchase',row['id'],opening(usedQty='7'))
     with pytest.raises(HTTPException): s.confirm_cert(db,u,'purchase',row['id'],opening(operationId='second'))
 
@@ -209,10 +228,11 @@ def test_reverify_after_correction_keeps_opening_and_balances(ctx):
     assert corrected['status']=='suspended' and corrected['verifiedBy'] is None
     result=s.verify_cert(db,u,'purchase',row['id'],{'operationId':'verify-1','reason':'地址更正核对','evidenceUrls':'https://minio/evidence'})
     assert result['status']=='active' and result['usedQty']==Decimal('5')
-    assert db.query(m.PlCertQtyLog).count()==1
-    assert db.query(m.PlCertOperation).count()==2
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
+    # 自动期初 + 手工期初 + 复核
+    assert db.query(m.PlCertOperation).count()==3
     result=s.verify_cert(db,u,'purchase',row['id'],{'operationId':'verify-1','reason':'地址更正核对','evidenceUrls':'https://minio/evidence'})
-    assert db.query(m.PlCertOperation).count()==2
+    assert db.query(m.PlCertOperation).count()==3
 
 
 def test_actual_scope_denies_user_without_roles(ctx):
@@ -261,7 +281,7 @@ def test_historical_opening_accepts_written_source_without_image(ctx):
     row=s.save_cert(db,u,'purchase',purchase())
     result=s.confirm_cert(db,u,'purchase',row['id'],{'operationId':'written-source','usedQty':'5','singleUseConsumed':True,'reason':'历史核对','sourceNote':'2026年10月纸质台账第3页，经张三核实'})
     assert result['usedQty']==Decimal('5') and result['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().event_snapshot['sourceNote'].startswith('2026')
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().event_snapshot['sourceNote'].startswith('2026')
 
 
 def test_unknown_use_text_is_preserved_and_requires_confirmation(ctx):
@@ -423,7 +443,7 @@ def test_opening_verify_stale_operation_snapshot_uses_unique_insert_arbitration(
     result=fn(db,u,'purchase',p['id'],body)
     assert missed and result['id']==p['id']
     assert db.query(m.PlCertOperation).count()==count
-    assert db.query(m.PlCertQtyLog).count()==1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
 
 
 def test_opening_and_verify_allow_blank_reason(ctx):
@@ -431,7 +451,7 @@ def test_opening_and_verify_allow_blank_reason(ctx):
     p=s.save_cert(db,u,'purchase',purchase())
     row=s.confirm_cert(db,u,'purchase',p['id'],{**opening(),'reason':' '})
     assert row['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().reason==''
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().reason==''
     s.save_cert(db,u,'purchase',{'buyerAddress':'更正地址'},p['id'])
     verified=s.verify_cert(db,u,'purchase',p['id'],{'operationId':'verify-blank','reason':''})
     assert verified['status']=='active' and verified['verifiedTime']
@@ -440,10 +460,12 @@ def test_opening_and_verify_allow_blank_reason(ctx):
 def test_rejected_opening_rolls_back_claimed_operation(ctx):
     db,u,s,m=ctx
     p=s.save_cert(db,u,'purchase',purchase())
+    auto_ops = db.query(m.PlCertOperation).count()
+    auto_logs = db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()
     with pytest.raises(HTTPException):
         s.confirm_cert(db,u,'purchase',p['id'],{**opening(),'usedQty':'999'})
-    assert db.query(m.PlCertOperation).count()==0
-    assert db.query(m.PlCertQtyLog).count()==0
+    assert db.query(m.PlCertOperation).count()==auto_ops
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==auto_logs
 
 
 def test_replay_reads_current_certificate_and_opening_not_old_snapshot(ctx,monkeypatch):
@@ -472,7 +494,7 @@ def test_closed_certificate_keeps_history_and_cannot_be_reopened(ctx):
     used = confirmed['usedQty']
     closed = s.save_cert(db, u, 'purchase', {'status': 'closed'}, row['id'])
     assert closed['status'] == 'closed' and closed['usedQty'] == used
-    assert db.query(m.PlCertQtyLog).count() == 1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count() == 1
     for action, payload in (
         ('confirm', {**opening(), 'operationId': 'reopen-opening'}),
         ('verify', {'operationId': 'reopen-verify', 'reason': '重新启用'}),

web-admin/src/views/m/pl/plan-cert/ArchiveTab.vue

@@ -60,12 +60,12 @@
           >编辑</button
         >
         <button
-          v-if="canEdit && row.status !== 'void' && row.status !== 'closed'"
+          v-if="canEdit && row.openingConfirmed && row.status !== 'void' && row.status !== 'closed'"
           class="mp-wv-btn"
           type="button"
           @click="confirmRow = row"
         >
-          {{ row.openingConfirmed ? '复核' : '期初确认' }}
+          复核
         </button>
       </div>
     </article>

web-admin/src/views/m/pl/plan-cert/CertConfirmSheet.vue

@@ -8,37 +8,21 @@
     :close-on-click-overlay="!saving"
     @update:show="onShow"
   >
-    <van-nav-bar
-      :title="row?.openingConfirmed ? '复核证件' : '期初核对'"
-      left-text="关闭"
-      @click-left="!saving && emit('close')"
-    />
+    <van-nav-bar title="复核证件" left-text="关闭" @click-left="!saving && emit('close')" />
     <div v-if="row" class="mp-cert-confirm-sheet__body mp-cert-form">
-      <p class="plan-empty-hint">{{ row.certNo }} · {{ row.openingConfirmed ? '复核已启用的证件' : '核对历史用量后启用' }}</p>
-      <template v-if="!row.openingConfirmed">
-        <van-field v-model="opening.usedQty" label="历史已用量" label-align="top" type="number" :disabled="saving" />
-        <van-cell title="一次有效证已有使用记录" center>
-          <template #right-icon>
-            <van-switch v-model="opening.singleUseConsumed" :disabled="saving" size="20px" />
-          </template>
-        </van-cell>
-        <van-field v-model="opening.sourceNote" label="历史来源说明" label-align="top" type="textarea" rows="2" :disabled="saving" />
-        <p class="plan-empty-hint">核对凭据</p>
-        <AttachmentUploadField v-model="opening.evidenceUrls" folder="pl/quota-cert" :disabled="saving" hint="" />
-      </template>
+      <p class="plan-empty-hint">{{ row.certNo }} · 复核已启用的证件</p>
       <van-field v-model="opening.reason" label="核对说明" label-align="top" type="textarea" rows="2" :disabled="saving" />
     </div>
     <footer>
       <button class="mp-wv-btn" type="button" :disabled="saving" @click="emit('close')">取消</button>
       <button class="mp-wv-btn mp-wv-btn--primary" type="button" :disabled="saving" @click="submit">
-        {{ saving ? '正在提交…' : '确认启用' }}
+        {{ saving ? '正在提交…' : '确认复核' }}
       </button>
     </footer>
   </van-popup>
 </template>
 <script setup lang="ts">
   import { ElMessage } from 'element-plus'
-  import AttachmentUploadField from '@/components/business/attachment-upload-field/index.vue'
   import { quotaCertApi, type CertType, type QuotaCert } from '@/api/pl/quota-cert'
   import { randomOperationId } from '@/utils/random-id'
   import './cert-mobile.scss'
@@ -76,19 +60,15 @@
     opening.reason = opening.reason.trim()
     saving.value = true
     try {
-      if (props.row.openingConfirmed) {
-        await quotaCertApi.verify(kind, props.row.id, {
-          operationId: opening.operationId,
-          reason: opening.reason
-        })
-      } else {
-        await quotaCertApi.confirm(kind, props.row.id, { ...opening })
-      }
-      ElMessage.success(props.row.openingConfirmed ? '证件已复核' : '期初已确认')
+      await quotaCertApi.verify(kind, props.row.id, {
+        operationId: opening.operationId,
+        reason: opening.reason
+      })
+      ElMessage.success('证件已复核')
       emit('saved')
       emit('close')
     } catch {
-      ElMessage.error('核对没有提交，请重试')
+      ElMessage.error('复核没有提交，请重试')
     } finally {
       saving.value = false
     }

web-admin/src/views/pl/quota-cert/index.vue

@@ -93,11 +93,10 @@
                   ><el-icon><Edit /></el-icon>编辑</el-button
                 >
                 <el-button
-                  v-if="canEdit && row.status !== 'void' && row.status !== 'closed'"
+                  v-if="canEdit && row.openingConfirmed && row.status !== 'void' && row.status !== 'closed'"
                   size="small"
                   @click="openConfirm(row)"
-                  ><el-icon><Check /></el-icon
-                  >{{ row.openingConfirmed ? '复核' : '期初确认' }}</el-button
+                  ><el-icon><Check /></el-icon>复核</el-button
                 >
                 <el-button size="small" @click="view(row)"
                   ><el-icon><View /></el-icon>查看</el-button
@@ -591,35 +590,12 @@
     </SystemViewDialog>
     <el-dialog
       v-model="confirmVisible"
-      :title="confirmRow?.openingConfirmed ? '复核证件' : '期初核对'"
+      title="复核证件"
       width="640px"
       align-center
       class="dialog-form-layout quota-cert-confirm-dialog"
     >
       <el-form label-position="top">
-        <template v-if="!confirmRow?.openingConfirmed">
-          <div class="form-grid-2">
-            <el-form-item>
-              <template #label>
-                历史已用量（证面单位）<span v-if="confirmUnit" class="form-label-tip">{{
-                  confirmUnit
-                }}</span>
-              </template>
-              <el-input v-model="opening.usedQty">
-                <template v-if="confirmUnit" #append>{{ confirmUnit }}</template>
-              </el-input>
-            </el-form-item>
-            <el-form-item label="一次有效证是否已有使用记录">
-              <el-switch v-model="opening.singleUseConsumed" />
-            </el-form-item>
-          </div>
-          <el-form-item label="历史来源说明">
-            <el-input v-model="opening.sourceNote" type="textarea" />
-          </el-form-item>
-          <el-form-item label="核对凭据">
-            <AttachmentUploadField v-model="opening.evidenceUrls" folder="pl/quota-cert" />
-          </el-form-item>
-        </template>
         <el-form-item label="核对说明"
           ><el-input v-model="opening.reason" type="textarea"
         /></el-form-item>
@@ -628,7 +604,7 @@
         ><el-button @click="confirmVisible = false"
           ><el-icon><Close /></el-icon>取消</el-button
         ><el-button type="primary" :loading="saving" @click="confirm"
-          ><el-icon><Check /></el-icon>确认启用</el-button
+          ><el-icon><Check /></el-icon>确认复核</el-button
         ></template
       >
     </el-dialog>
@@ -1805,12 +1781,10 @@
     saving.value = true
     try {
       const targetKind = rowCertType(confirmRow.value)
-      if (confirmRow.value.openingConfirmed)
-        await quotaCertApi.verify(targetKind, confirmRow.value.id, {
-          operationId: opening.operationId,
-          reason: opening.reason
-        })
-      else await quotaCertApi.confirm(targetKind, confirmRow.value.id, opening)
+      await quotaCertApi.verify(targetKind, confirmRow.value.id, {
+        operationId: opening.operationId,
+        reason: opening.reason
+      })
       confirmVisible.value = false
       await load()
     } finally {