fix(pl): 证件额度切点改为按首次安排时间并冻结版本。

切点前已安排的计划归档跳过购买证/运输证校验；创建较早但安排在生效后的计划走客户+品类新规则。

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

docs/sql/2026-11-15-pl-cert-quota-arrange-cutover.sql

@@ -0,0 +1,28 @@
+-- 证件额度切点改为首次安排时间：补 arranged_at 列，并按运输单创建时间回填已安排计划。
+-- MySQL 5.7。可重复执行。
+SET NAMES utf8mb4;
+SET @schema_name = DATABASE();
+
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_plan' AND COLUMN_NAME='cert_quota_arranged_at');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_plan ADD COLUMN cert_quota_arranged_at datetime DEFAULT NULL COMMENT ''首次安排时间（证件额度切点用）；再次安排不改'' AFTER cert_quota_rule_version',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+-- 已安排：回填首次安排时刻，并按「安排时刻 vs 生效时间」校正规则版本（修正历史按创建打标）。
+UPDATE pl_plan p
+INNER JOIN pl_transport t
+  ON t.id = p.transport_id AND t.tenant_no = p.tenant_no AND t.del_flag = 0
+LEFT JOIN pl_cert_quota_rule_config cfg
+  ON cfg.tenant_no = p.tenant_no AND cfg.del_flag = 0
+SET
+  p.cert_quota_arranged_at = COALESCE(p.cert_quota_arranged_at, t.create_time),
+  p.cert_quota_rule_version = CASE
+    WHEN cfg.effective_at IS NOT NULL
+         AND COALESCE(p.cert_quota_arranged_at, t.create_time) >= cfg.effective_at
+      THEN 'customer_category'
+    ELSE 'legacy'
+  END
+WHERE p.del_flag = 0
+  AND p.transport_status = 'arranged';

docs/sql/migrations/2026-11-15-pl-cert-quota-arrange-cutover.sql

@@ -0,0 +1,28 @@
+-- 证件额度切点改为首次安排时间：补 arranged_at 列，并按运输单创建时间回填已安排计划。
+-- MySQL 5.7。可重复执行。
+SET NAMES utf8mb4;
+SET @schema_name = DATABASE();
+
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_plan' AND COLUMN_NAME='cert_quota_arranged_at');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_plan ADD COLUMN cert_quota_arranged_at datetime DEFAULT NULL COMMENT ''首次安排时间（证件额度切点用）；再次安排不改'' AFTER cert_quota_rule_version',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+-- 已安排：回填首次安排时刻，并按「安排时刻 vs 生效时间」校正规则版本（修正历史按创建打标）。
+UPDATE pl_plan p
+INNER JOIN pl_transport t
+  ON t.id = p.transport_id AND t.tenant_no = p.tenant_no AND t.del_flag = 0
+LEFT JOIN pl_cert_quota_rule_config cfg
+  ON cfg.tenant_no = p.tenant_no AND cfg.del_flag = 0
+SET
+  p.cert_quota_arranged_at = COALESCE(p.cert_quota_arranged_at, t.create_time),
+  p.cert_quota_rule_version = CASE
+    WHEN cfg.effective_at IS NOT NULL
+         AND COALESCE(p.cert_quota_arranged_at, t.create_time) >= cfg.effective_at
+      THEN 'customer_category'
+    ELSE 'legacy'
+  END
+WHERE p.del_flag = 0
+  AND p.transport_status = 'arranged';