fix(pl): 计划详情用关联证件附件替换危化品证书区。

Web 与 H5 详情将关联购买证/运输证移到装送货后并以附件卡片展示；用证接口回填证件附件 URL。

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

.gitignore

@@ -115,4 +115,5 @@ api_key
 
 # personal-dev:begin
 /.local/agent/
+/.local/secrets/
 # personal-dev:end

backend/app/api/doclib.py

@@ -4,7 +4,13 @@ from sqlalchemy.orm import Session
 
 from app.core.database import get_db
 from app.core.doclib_upload_route import DoclibRoute
-from app.schemas.doclib import DeleteFilesBody, FolderCreateBody, FolderUpdateBody, ShareBody
+from app.schemas.doclib import (
+    BatchShareBody,
+    DeleteFilesBody,
+    FolderCreateBody,
+    FolderUpdateBody,
+    ShareBody,
+)
 from app.services.doclib_service import DoclibService
 from app.services.doclib_storage import download_document, upload_document
 
@@ -87,6 +93,11 @@ def delete_document_files(body: DeleteFilesBody, svc: DoclibService = Depends(se
     return success_response()
 
 
+@router.post('/web/doclib/files/batch-shares')
+def batch_share_documents(body: BatchShareBody, svc: DoclibService = Depends(service)):
+    return success_response(svc.set_shares_batch(body.ids, body.userIds))
+
+
 @router.get('/web/doclib/files/{file_id}')
 def document_detail(file_id: str, svc: DoclibService = Depends(service)):
     return success_response(svc.get_file(file_id))

backend/app/api/pl/plan.py

@@ -2206,6 +2206,8 @@ def create_plan(
         create_by=user.id,
         create_dept_id=user.dept_id,
     )
+    from app.services.pl_cert_quota_rule_config_service import stamp_plan_rule_version
+    stamp_plan_rule_version(db, user, plan)
     db.add(plan)
 
     # 添加产品明细
@@ -2377,6 +2379,8 @@ def create_plan_full(
         create_by=user.id,
         create_dept_id=user.dept_id,
     )
+    from app.services.pl_cert_quota_rule_config_service import stamp_plan_rule_version
+    stamp_plan_rule_version(db, user, plan)
     db.add(plan)
     db.flush()
 
@@ -2527,6 +2531,8 @@ def create_from_contract(
         create_by=user.id,
         create_dept_id=user.dept_id,
     )
+    from app.services.pl_cert_quota_rule_config_service import stamp_plan_rule_version
+    stamp_plan_rule_version(db, user, plan)
     db.add(plan)
 
     # 查询合同产品明细

backend/app/api/pl/quota_cert.py

@@ -137,6 +137,100 @@ def mark_cert_ready(plan_id: str, db: Session = Depends(get_db), user: DbUserCon
     return _write(db, lambda: mark_ready(db, user, plan_id))
 
 
+@cert_ready_router.get('/plans/cert-ready/pending-fulfill')
+def list_pending_fulfill(keyword: str = '', page: int = Query(1, ge=1),
+                         page_size: int = Query(20, alias='pageSize', ge=1, le=100),
+                         db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):
+    from app.services.pl_quota_waiver import list_pending_fulfill_plans
+    return _wire(list_pending_fulfill_plans(db, user, page, page_size, keyword))
+
+
+@cert_ready_router.post('/plans/{plan_id}/fulfill-quota-certs')
+def fulfill_quota_certs(plan_id: str, db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):
+    from app.services.pl_quota_waiver import fulfill_plan_certs
+    return _write(db, lambda: fulfill_plan_certs(db, user, plan_id))
+
+
+class FulfillBatchBody(InputBody):
+    plan_ids: list = Field(default_factory=list, alias='planIds')
+
+
+@cert_ready_router.post('/plans/fulfill-quota-certs/batch')
+def fulfill_quota_certs_batch(body: FulfillBatchBody, db: Session = Depends(get_db),
+                              user: DbUserContext = Depends(current_user)):
+    from app.services.pl_quota_waiver import fulfill_plans_batch
+    ids = [str(x) for x in (body.plan_ids or []) if x]
+    if not ids:
+        raise HTTPException(400, '请选择要完善的计划')
+    return _write(db, lambda: fulfill_plans_batch(db, user, ids))
+
+
+@router.get('/rule-config')
+def get_rule_config(db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):
+    from app.services.pl_cert_quota_rule_config_service import read_config
+    return _wire(read_config(db, user.tenant_no))
+
+
+class RuleConfigBody(InputBody):
+    effective_at: Optional[str] = Field(None, alias='effectiveAt')
+
+
+@router.put('/rule-config', dependencies=[Depends(require_admin_or_super_admin)])
+@oper_log('运输证件规则切点', business_type=2)
+def put_rule_config(body: RuleConfigBody, db: Session = Depends(get_db),
+                    user: DbUserContext = Depends(current_user)):
+    from datetime import datetime as dt
+    from app.services.pl_cert_quota_rule_config_service import save_effective_at
+    value = None
+    if body.effective_at:
+        text = body.effective_at.replace('T', ' ').strip()
+        try:
+            value = dt.strptime(text[:19], '%Y-%m-%d %H:%M:%S')
+        except ValueError:
+            try:
+                value = dt.strptime(text[:16], '%Y-%m-%d %H:%M')
+            except ValueError as exc:
+                raise HTTPException(400, '生效时间格式无效') from exc
+    return _write(db, lambda: save_effective_at(db, user, value))
+
+
+@router.get('/categories')
+def list_categories(keyword: Optional[str] = None, status: Optional[str] = None,
+                    db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):
+    from app.services import pl_cert_category_service as categories
+    return _wire(categories.list_categories(db, user, keyword, status))
+
+
+@router.get('/categories/{category_id}')
+def get_category(category_id: str, db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):
+    from app.services import pl_cert_category_service as categories
+    return _wire(categories.get_category(db, user, category_id))
+
+
+@router.post('/categories', dependencies=[Depends(require_menu_code('pl:quota-cert:edit'))])
+@oper_log('证用品类', business_type=1)
+def create_category(body: dict = Body(...), db: Session = Depends(get_db),
+                    user: DbUserContext = Depends(current_user)):
+    from app.services import pl_cert_category_service as categories
+    return _write(db, lambda: categories.save_category(db, user, body))
+
+
+@router.put('/categories/{category_id}', dependencies=[Depends(require_menu_code('pl:quota-cert:edit'))])
+@oper_log('证用品类', business_type=2, path_param='category_id')
+def update_category(category_id: str, body: dict = Body(...), db: Session = Depends(get_db),
+                    user: DbUserContext = Depends(current_user)):
+    from app.services import pl_cert_category_service as categories
+    return _write(db, lambda: categories.save_category(db, user, body, category_id))
+
+
+@router.delete('/categories/{category_id}', dependencies=[Depends(require_menu_code('pl:quota-cert:edit'))])
+@oper_log('证用品类', business_type=3, path_param='category_id')
+def delete_category(category_id: str, db: Session = Depends(get_db),
+                    user: DbUserContext = Depends(current_user)):
+    from app.services import pl_cert_category_service as categories
+    return _write(db, lambda: categories.delete_category(db, user, category_id) or {'ok': True})
+
+
 @router.get('/plans/{plan_id}/usage')
 def plan_quota(plan_id: str, arrange_check: bool = Query(False, alias='arrangeCheck'),
                db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):

backend/app/api/pl/transport.py

@@ -725,6 +725,8 @@ def arrange_transport(
         raise HTTPException(status_code=404, detail="计划不存在")
     assert_pl_row_in_scope(db, plan, PlPlan, user, tenant_no)
     assert_plan_can_arrange(plan)
+    from app.services.pl_cert_quota_rule_config_service import assert_cert_quota_rule_configured
+    assert_cert_quota_rule_configured(db, tenant_no)
 
     assert_no_pending_stop_products(db, tenant_no, plan_id)
 

backend/app/api/pl/vehicle_recharge.py

@@ -39,7 +39,7 @@ record_router = APIRouter(prefix="/vehicle-recharge-record", tags=["运输计划
 RECHARGE_TYPE_LABELS = {"etc": "ETC", "fuel": "油卡", "shanxia": "山峡", "bailian": "百链"}
 RECHARGE_APPLY_STATUS_LABELS = {
     "draft": "草稿",
-    "pending": "待发放",
+    "pending": "发放中",
     "in_approval": "审批中",
     "rejected": "已驳回",
     "disbursed": "已发放",
@@ -113,6 +113,7 @@ def _apply_list_kwargs(params: dict) -> dict:
         license_plate=_param_get(params, "licensePlate", "license_plate"),
         recharge_type=_param_get(params, "rechargeType", "recharge_type"),
         recharge_type_in=_param_get(params, "rechargeTypeIn", "recharge_type_in"),
+        recharge_type_ne=_param_get(params, "rechargeTypeNe", "recharge_type_ne"),
         status=_param_get(params, "status"),
         status_in=_param_get(params, "statusIn", "status_in"),
         apply_date_from=_param_get(params, "applyDateFrom", "apply_date_from"),
@@ -139,6 +140,7 @@ def _disburse_list_kwargs(params: dict) -> dict:
         license_plate=_param_get(params, "licensePlate", "license_plate"),
         recharge_type=_param_get(params, "rechargeType", "recharge_type"),
         recharge_type_in=_param_get(params, "rechargeTypeIn", "recharge_type_in"),
+        recharge_type_ne=_param_get(params, "rechargeTypeNe", "recharge_type_ne"),
         apply_status=_param_get(params, "applyStatus", "apply_status"),
         apply_status_in=_param_get(params, "applyStatusIn", "apply_status_in"),
         apply_date_from=_param_get(params, "applyDateFrom", "apply_date_from"),
@@ -170,6 +172,7 @@ def list_applies(
     request: Request,
     q: Optional[str] = Query(default=None),
     recharge_type: Optional[str] = Query(default=None, alias="rechargeType"),
+    recharge_type_ne: Optional[str] = Query(default=None, alias="rechargeTypeNe"),
     status: Optional[str] = Query(default=None),
     apply_date_from: Optional[date] = Query(default=None, alias="applyDateFrom"),
     apply_date_to: Optional[date] = Query(default=None, alias="applyDateTo"),
@@ -185,6 +188,7 @@ def list_applies(
         request,
         q=q,
         rechargeType=recharge_type,
+        rechargeTypeNe=recharge_type_ne,
         status=status,
         applyDateFrom=apply_date_from,
         applyDateTo=apply_date_to,
@@ -233,6 +237,7 @@ RECHARGE_APPLY_EXPORT_COLUMNS = [
 class RechargeApplyExportBody(BaseModel):
     q: Optional[str] = None
     recharge_type: Optional[str] = Field(default=None, alias="rechargeType")
+    recharge_type_ne: Optional[str] = Field(default=None, alias="rechargeTypeNe")
     status: Optional[str] = None
     apply_date_from: Optional[date] = Field(default=None, alias="applyDateFrom")
     apply_date_to: Optional[date] = Field(default=None, alias="applyDateTo")
@@ -422,6 +427,7 @@ def delete_applies(
 def list_records(
     q: Optional[str] = Query(default=None),
     recharge_type: Optional[str] = Query(default=None, alias="rechargeType"),
+    recharge_type_ne: Optional[str] = Query(default=None, alias="rechargeTypeNe"),
     recharge_date_from: Optional[date] = Query(default=None, alias="rechargeDateFrom"),
     recharge_date_to: Optional[date] = Query(default=None, alias="rechargeDateTo"),
     gas_station: Optional[str] = Query(default=None, alias="gasStation"),
@@ -438,6 +444,7 @@ def list_records(
         user,
         q=q,
         recharge_type=recharge_type,
+        recharge_type_ne=recharge_type_ne,
         recharge_date_from=recharge_date_from,
         recharge_date_to=recharge_date_to,
         gas_station=gas_station,
@@ -455,6 +462,7 @@ def list_disburse_board(
     request: Request,
     q: Optional[str] = Query(default=None),
     recharge_type: Optional[str] = Query(default=None, alias="rechargeType"),
+    recharge_type_ne: Optional[str] = Query(default=None, alias="rechargeTypeNe"),
     apply_status: Optional[str] = Query(default=None, alias="applyStatus"),
     apply_date_from: Optional[date] = Query(default=None, alias="applyDateFrom"),
     apply_date_to: Optional[date] = Query(default=None, alias="applyDateTo"),
@@ -470,6 +478,7 @@ def list_disburse_board(
         request,
         q=q,
         rechargeType=recharge_type,
+        rechargeTypeNe=recharge_type_ne,
         applyStatus=apply_status,
         applyDateFrom=apply_date_from,
         applyDateTo=apply_date_to,
@@ -513,6 +522,7 @@ RECHARGE_DISBURSE_EXPORT_COLUMNS = [
 class RechargeDisburseExportBody(BaseModel):
     q: Optional[str] = None
     recharge_type: Optional[str] = Field(default=None, alias="rechargeType")
+    recharge_type_ne: Optional[str] = Field(default=None, alias="rechargeTypeNe")
     apply_status: Optional[str] = Field(default=None, alias="applyStatus")
     apply_date_from: Optional[date] = Field(default=None, alias="applyDateFrom")
     apply_date_to: Optional[date] = Field(default=None, alias="applyDateTo")

backend/app/api/pl/vehicle_recharge_approval.py

@@ -42,6 +42,7 @@ def _approval_list_kwargs(params: dict) -> dict:
         license_plate=_param_get(params, "licensePlate", "license_plate"),
         recharge_type=_param_get(params, "rechargeType", "recharge_type"),
         recharge_type_in=_param_get(params, "rechargeTypeIn", "recharge_type_in"),
+        recharge_type_ne=_param_get(params, "rechargeTypeNe", "recharge_type_ne"),
         status=_param_get(params, "status"),
         status_in=_param_get(params, "statusIn", "status_in"),
         apply_date_from=_param_get(params, "applyDateFrom", "apply_date_from"),
@@ -61,6 +62,7 @@ def _approval_list_kwargs(params: dict) -> dict:
 @approval_router.get("/pending", response_model=VehicleRechargeApplyListResponse)
 def list_pending(
     request: Request,
+    recharge_type_ne: Optional[str] = Query(default=None, alias="rechargeTypeNe"),
     apply_date_from: Optional[date] = Query(default=None, alias="applyDateFrom"),
     apply_date_to: Optional[date] = Query(default=None, alias="applyDateTo"),
     page: int = Query(default=1, ge=1),
@@ -71,6 +73,7 @@ def list_pending(
     tenant_no = get_tenant_no(db, user.to_tenant_user_dict())
     params = _merge_query(
         request,
+        rechargeTypeNe=recharge_type_ne,
         applyDateFrom=apply_date_from,
         applyDateTo=apply_date_to,
     )
@@ -90,6 +93,7 @@ def list_pending(
 @approval_router.get("/done", response_model=VehicleRechargeApplyListResponse)
 def list_done(
     request: Request,
+    recharge_type_ne: Optional[str] = Query(default=None, alias="rechargeTypeNe"),
     apply_date_from: Optional[date] = Query(default=None, alias="applyDateFrom"),
     apply_date_to: Optional[date] = Query(default=None, alias="applyDateTo"),
     page: int = Query(default=1, ge=1),
@@ -100,6 +104,7 @@ def list_done(
     tenant_no = get_tenant_no(db, user.to_tenant_user_dict())
     params = _merge_query(
         request,
+        rechargeTypeNe=recharge_type_ne,
         applyDateFrom=apply_date_from,
         applyDateTo=apply_date_to,
     )

backend/app/models/pl_models.py

@@ -366,10 +366,12 @@ class PlPlan(Base):
     cert_configuration = Column(JSON, nullable=True, comment="用证来源配对、候选选择与逐证条件确认；不作为放行布尔状态")
     hazard_cert_ready_by = Column(String(64), nullable=True, comment="危化品证书确认人")
     hazard_cert_ready_time = Column(DateTime, nullable=True, comment="危化品证书确认时间")
-    quota_cert_waived = Column(SmallInteger, nullable=False, default=0, comment="证书齐备：1 时安排和归档不校验、不扣购买证与运输证额度")
+    quota_cert_waived = Column(SmallInteger, nullable=False, default=0, comment="证书齐备：1 时安排和归档不校验、不扣购买证与运输证额度（新规则仅放行安排）")
     quota_cert_waived_by = Column(String(64), nullable=True, comment="证书齐备确认人ID")
     quota_cert_waived_by_name = Column(String(100), nullable=True, comment="证书齐备确认人姓名")
     quota_cert_waived_time = Column(DateTime, nullable=True, comment="证书齐备确认时间")
+    cert_quota_rule_version = Column(String(32), nullable=True, comment="证件额度规则版本 legacy|customer_category；创建时打标")
+    quota_cert_pending_fulfill = Column(SmallInteger, nullable=False, default=0, comment="新规则证书齐备待完善 0-否 1-是")
     erp_entered = Column(SmallInteger, nullable=False, default=0, comment="是否已录入ERP 0-否 1-是")
     cancel_reason = Column(String(500), nullable=True, comment="作废原因")
     cancel_time = Column(DateTime, nullable=True, comment="作废时间")
@@ -536,6 +538,7 @@ class PlPlanLoad(Base):
     notes = Column(String(500), nullable=True, comment="注意事项")
     generate_dibang = Column(SmallInteger, nullable=False, default=0, comment="是否生成地磅单 0-否 1-是")
     dibang_direction = Column(String(20), nullable=True, comment="地磅方向 outbound-出库 inbound-入库 none-无")
+    same_city = Column(SmallInteger, nullable=False, default=0, comment="是否同市 0-否 1-是；为 1 时本段易制毒只校验购买证")
     tenant_no = Column(String(64), nullable=False, default="shanxia2.0", comment="租户编号")
     order_num = Column(Integer, nullable=True, comment="排序号")
     remark = Column(String(512), nullable=True, comment="备注")
@@ -599,6 +602,7 @@ class PlPlanDelivery(Base):
     notes = Column(String(500), nullable=True, comment="注意事项")
     generate_dibang = Column(SmallInteger, nullable=False, default=0, comment="是否生成地磅单 0-否 1-是")
     dibang_direction = Column(String(20), nullable=True, comment="地磅方向 outbound-出库 inbound-入库 none-无")
+    same_city = Column(SmallInteger, nullable=False, default=0, comment="是否同市 0-否 1-是；为 1 时本段易制毒只校验购买证")
     tenant_no = Column(String(64), nullable=False, default="shanxia2.0", comment="租户编号")
     order_num = Column(Integer, nullable=True, comment="排序号")
     remark = Column(String(512), nullable=True, comment="备注")

backend/app/models/pl_quota_models.py

@@ -34,6 +34,8 @@ class PlPurchaseCert(Base):
     seller_legal_representative = Column(String(100), nullable=True, comment='销售方法定代表人')
     seller_phone = Column(String(100), nullable=True, comment='销售方电话')
     purchase_purpose = Column(String(1000), nullable=True, comment='用途')
+    customer_id = Column(String(64), nullable=True, comment='系统客户ID；选证必填')
+    category_id = Column(String(64), nullable=True, comment='证用品类ID；选证必填')
     tenant_no = Column(String(64), nullable=False, comment='租户编号，由服务端当前用户上下文设置')
     order_num = Column(Integer, nullable=True, comment='公共排序号')
     remark = Column(String(1000), nullable=True, comment='系统备注，与证面备注分开')
@@ -80,6 +82,7 @@ class PlTransportCert(Base):
     route_text = Column(Text, nullable=True, comment='运输路线完整原文')
     consignee_name = Column(String(255), nullable=True, comment='收货单位名称或姓名')
     applicant_name = Column(String(255), nullable=True, comment='申请单位名称或姓名')
+    customer_id = Column(String(64), nullable=True, comment='系统客户ID；选证必填')
     tenant_no = Column(String(64), nullable=False, comment='租户编号，由服务端当前用户上下文设置')
     order_num = Column(Integer, nullable=True, comment='公共排序号')
     remark = Column(String(1000), nullable=True, comment='系统备注，与证面备注分开')
@@ -196,9 +199,9 @@ class PlPlanCertUsageItem(Base):
     __tablename__ = "pl_plan_cert_usage_item"
     id = Column(String(64), primary_key=True, comment='主键UUID')
     usage_id = Column(String(64), nullable=False, comment='pl_plan_cert_usage.id')
-    contract_cert_link_id = Column(String(64), nullable=False, comment='合同与证件绑定ID，须与usage的证件相同')
-    contract_cert_product_id = Column(String(64), nullable=False, comment='本产品的适用范围明细ID：pl_contract_cert_product.id')
-    contract_scope_revision = Column(Integer, nullable=False, comment='本次确认的合同证件适用范围版本')
+    contract_cert_link_id = Column(String(64), nullable=True, comment='合同与证件绑定ID；客户品类规则可空')
+    contract_cert_product_id = Column(String(64), nullable=True, comment='合同证件产品范围明细ID；客户品类规则可空')
+    contract_scope_revision = Column(Integer, nullable=False, default=0, comment='合同证件适用范围版本；客户品类规则为0')
     contract_id = Column(String(64), nullable=False, comment='本次履行的山峡合同ID')
     contract_product_id = Column(String(64), nullable=False, comment='对应合同产品行ID')
     plan_product_id = Column(String(64), nullable=False, comment='计划产品行ID')
@@ -323,3 +326,62 @@ class PlStopLegalDocument(Base):
     __table_args__ = (
         UniqueConstraint('tenant_no', 'plan_id', 'stop_type', 'stop_product_id', name='uk_stop_legal_document'),
     )
+
+
+class PlCertCategory(Base):
+    """证用品类（与 CRM 产品分类独立）。"""
+    __tablename__ = 'pl_cert_category'
+    id = Column(String(64), primary_key=True, comment='主键UUID')
+    category_name = Column(String(128), nullable=False, comment='证用品类名称，如硫酸')
+    category_code = Column(String(64), nullable=True, comment='品类编码，可选')
+    status = Column(String(1), nullable=False, default='1', comment='状态 1启用 0停用')
+    tenant_no = Column(String(64), nullable=False, comment='租户编号')
+    order_num = Column(Integer, nullable=True, comment='排序号')
+    remark = Column(String(1000), nullable=True, comment='备注')
+    create_by = Column(String(64), nullable=True, comment='创建人')
+    create_dept_id = Column(String(64), nullable=False, default='', comment='创建部门')
+    create_time = Column(DateTime, nullable=False, default=datetime.now, comment='创建时间')
+    update_by = Column(String(64), nullable=True, comment='更新人')
+    update_time = Column(DateTime, nullable=False, default=datetime.now, onupdate=datetime.now, comment='更新时间')
+    del_flag = Column(SmallInteger, nullable=False, default=0, comment='软删除标记：0正常，1删除')
+
+
+class PlCertCategoryProduct(Base):
+    """证用品类关联系统产品。"""
+    __tablename__ = 'pl_cert_category_product'
+    id = Column(String(64), primary_key=True, comment='主键UUID')
+    category_id = Column(String(64), nullable=False, comment='证用品类ID')
+    product_id = Column(String(64), nullable=False, comment='CRM产品ID')
+    scope_status = Column(String(20), nullable=False, default='active', comment='active/inactive')
+    tenant_no = Column(String(64), nullable=False, comment='租户编号')
+    order_num = Column(Integer, nullable=True, comment='排序号')
+    remark = Column(String(1000), nullable=True, comment='备注')
+    create_by = Column(String(64), nullable=True, comment='创建人')
+    create_dept_id = Column(String(64), nullable=False, default='', comment='创建部门')
+    create_time = Column(DateTime, nullable=False, default=datetime.now, comment='创建时间')
+    update_by = Column(String(64), nullable=True, comment='更新人')
+    update_time = Column(DateTime, nullable=False, default=datetime.now, onupdate=datetime.now, comment='更新时间')
+    del_flag = Column(SmallInteger, nullable=False, default=0, comment='软删除标记：0正常，1删除')
+    __table_args__ = (
+        UniqueConstraint('tenant_no', 'category_id', 'product_id', name='uk_cert_category_product'),
+        Index('idx_cert_cat_prod_product', 'tenant_no', 'product_id', 'del_flag', 'scope_status'),
+    )
+
+
+class PlCertQuotaRuleConfig(Base):
+    """客户品类额度规则切点；每租户一行。"""
+    __tablename__ = 'pl_cert_quota_rule_config'
+    id = Column(String(64), primary_key=True, comment='主键UUID')
+    effective_at = Column(DateTime, nullable=True, comment='客户品类额度生效时间；空表示未配置')
+    tenant_no = Column(String(64), nullable=False, comment='租户编号')
+    order_num = Column(Integer, nullable=True, comment='排序号')
+    remark = Column(String(1000), nullable=True, comment='备注')
+    create_by = Column(String(64), nullable=True, comment='创建人')
+    create_dept_id = Column(String(64), nullable=False, default='', comment='创建部门')
+    create_time = Column(DateTime, nullable=False, default=datetime.now, comment='创建时间')
+    update_by = Column(String(64), nullable=True, comment='更新人')
+    update_time = Column(DateTime, nullable=False, default=datetime.now, onupdate=datetime.now, comment='更新时间')
+    del_flag = Column(SmallInteger, nullable=False, default=0, comment='软删除标记：0正常，1删除')
+    __table_args__ = (
+        UniqueConstraint('tenant_no', name='uk_cert_quota_rule_tenant'),
+    )

backend/app/schemas/doclib.py

@@ -28,5 +28,10 @@ class ShareBody(_Body):
     userIds: List[str] = Field(max_length=500)
 
 
+class BatchShareBody(_Body):
+    ids: List[str] = Field(min_length=1, max_length=100)
+    userIds: List[str] = Field(max_length=500)
+
+
 class DeleteFilesBody(_Body):
     ids: List[str] = Field(min_length=1, max_length=100)

backend/app/schemas/pl/plan.py

@@ -182,6 +182,7 @@ class PlanLoadBody(BaseModel):
     dibang_direction: Optional[str] = Field(
         default=None, alias="dibangDirection", description="地磅方向 outbound-出库 inbound-入库 none-无"
     )
+    same_city: int = Field(default=0, alias="sameCity", description="是否同市 0-否 1-是；为 1 时本段易制毒只校验购买证")
     products: list[PlanStopProductBody] = Field(default_factory=list, description="装货段产品明细")
     contracts: Optional[list["PlanContractLink"]] = Field(default=None, description="装货段合同列表")
     remark: Optional[str] = Field(default=None, max_length=512, description="备注")
@@ -203,6 +204,7 @@ class PlanDeliveryBody(BaseModel):
     dibang_direction: Optional[str] = Field(
         default=None, alias="dibangDirection", description="地磅方向 outbound-出库 inbound-入库 none-无"
     )
+    same_city: int = Field(default=0, alias="sameCity", description="是否同市 0-否 1-是；为 1 时本段易制毒只校验购买证")
     products: list[PlanStopProductBody] = Field(default_factory=list, description="送货段产品明细")
     contracts: Optional[list["PlanContractLink"]] = Field(default=None, description="送货段合同列表")
     remark: Optional[str] = Field(default=None, max_length=512, description="备注")
@@ -411,10 +413,12 @@ class PlanRead(PlanBase, PlanResourceSnapshotMixin):
     hazard_cert_ready: int = Field(default=0, alias="hazardCertReady", description="危化品证书是否已人工确认齐备")
     hazard_cert_ready_by: Optional[str] = Field(default=None, alias="hazardCertReadyBy", description="危化品证书确认人")
     hazard_cert_ready_time: Optional[datetime] = Field(default=None, alias="hazardCertReadyTime", description="危化品证书确认时间")
-    quota_cert_waived: int = Field(default=0, alias="quotaCertWaived", description="证书齐备 0-否 1-是；为 1 时不校验、不扣购买证与运输证额度")
+    quota_cert_waived: int = Field(default=0, alias="quotaCertWaived", description="证书齐备 0-否 1-是；新规则仅放行安排")
     quota_cert_waived_by: Optional[str] = Field(default=None, alias="quotaCertWaivedBy", description="证书齐备确认人ID")
     quota_cert_waived_by_name: Optional[str] = Field(default=None, alias="quotaCertWaivedByName", description="证书齐备确认人姓名")
     quota_cert_waived_time: Optional[datetime] = Field(default=None, alias="quotaCertWaivedTime", description="证书齐备确认时间")
+    cert_quota_rule_version: Optional[str] = Field(default=None, alias="certQuotaRuleVersion", description="legacy|customer_category")
+    quota_cert_pending_fulfill: int = Field(default=0, alias="quotaCertPendingFulfill", description="新规则齐备待完善 0否 1是")
     erp_entered: int = Field(default=0, alias="erpEntered", description="是否已录入ERP 0-否 1-是")
     cancel_reason: Optional[str] = Field(default=None, alias="cancelReason", description="作废原因")
     cancel_time: Optional[datetime] = Field(default=None, alias="cancelTime", description="作废时间")

backend/app/schemas/pl/quota_cert.py

@@ -48,6 +48,8 @@ class PurchaseCertUpdate(CertFields):
     seller_legal_representative: Optional[str] = Field(None, max_length=100)
     seller_phone: Optional[str] = Field(None, max_length=100)
     purchase_purpose: Optional[str] = Field(None, max_length=1000)
+    customer_id: Optional[str] = Field(None, alias='customerId', max_length=64)
+    category_id: Optional[str] = Field(None, alias='categoryId', max_length=64)
 
 
 class PurchaseCertCreate(PurchaseCertUpdate):
@@ -83,6 +85,7 @@ class TransportCertUpdate(CertFields):
     route_text: Optional[str] = None
     consignee_name: Optional[str] = Field(None, max_length=255)
     applicant_name: Optional[str] = Field(None, max_length=255)
+    customer_id: Optional[str] = Field(None, alias='customerId', max_length=64)
     purchase_refs: Optional[List[PurchaseReference]] = None
 
 

backend/app/schemas/pl/quota_usage.py

@@ -20,6 +20,7 @@ class UsageSource(InternalModel):
     related_stop_products: List[str] = Field(default_factory=list)
     fingerprint: str
     snapshot: dict = Field(default_factory=dict)
+    requires_transport: bool = True
 
     @property
     def source_id(self):

backend/app/schemas/pl/vehicle_recharge.py

@@ -6,7 +6,7 @@ from typing import List, Optional
 from pydantic import BaseModel, Field, field_validator
 
 RECHARGE_TYPES = {"etc", "fuel", "shanxia", "bailian"}
-APPLY_STATUSES = {"draft", "in_approval", "rejected", "disbursed", "cancelled"}
+APPLY_STATUSES = {"draft", "in_approval", "pending", "rejected", "disbursed", "cancelled"}
 NODE_ACTION_TYPES = {"approve", "disburse"}
 APPROVAL_STATUSES = {"approved", "rejected", "disbursed"}
 

backend/app/services/doclib_service.py

@@ -228,23 +228,38 @@ class DoclibService:
         self.db.commit()
         return result
 
-    def set_shares(self, file_id, user_ids):
+    def _apply_shares(self, file_id, user_ids):
         row = self._file(file_id, manage=True, lock=True)
         requested = set(user_ids) - {row.create_by}
-        valid = {u.id for u in self._base(SysUser).filter(SysUser.id.in_(requested), SysUser.status == '1').all()}
-        if requested != valid:
-            raise HTTPException(400, '分享人员不存在、已停用或不属于当前租户')
+        if requested:
+            valid = {u.id for u in self._base(SysUser).filter(
+                SysUser.id.in_(requested), SysUser.status == '1').all()}
+            if requested != valid:
+                raise HTTPException(400, '分享人员不存在、已停用或不属于当前租户')
         history = {s.user_id: s for s in self.db.query(DoclibShare).filter(
-            DoclibShare.tenant_no == self.tenant, DoclibShare.file_id == file_id).populate_existing().with_for_update().all()}
+            DoclibShare.tenant_no == self.tenant, DoclibShare.file_id == file_id
+        ).populate_existing().with_for_update().all()}
         for uid, share in history.items():
             share.del_flag = 0 if uid in requested else 1
             share.update_by = self.uid
         for uid in requested - set(history):
             self.db.add(DoclibShare(file_id=file_id, user_id=uid, **self._public()))
         row.update_by, row.update_time = self.uid, datetime.now()
+        return row
+
+    def set_shares(self, file_id, user_ids):
+        row = self._apply_shares(file_id, user_ids)
         self.db.commit()
         return self._serialize_files([row])[0]
 
+    def set_shares_batch(self, ids, user_ids):
+        file_ids = sorted({str(i).strip() for i in ids if str(i).strip()})
+        if not file_ids:
+            raise HTTPException(400, '请选择要设置分享的文档')
+        rows = [self._apply_shares(fid, user_ids) for fid in file_ids]
+        self.db.commit()
+        return self._serialize_files(rows)
+
     def delete_files(self, ids):
         rows = [self._file(fid, manage=True, lock=True) for fid in sorted(set(ids))]
         for row in rows:

backend/app/services/pl/vehicle_recharge_list_filters.py

@@ -25,6 +25,12 @@ def _split_csv(raw: Optional[str]) -> List[str]:
     return [s.strip() for s in str(raw).split(",") if s.strip()]
 
 
+def _append_ne_filter(filters: list, col, raw: Optional[str]) -> None:
+    value = (raw or "").strip()
+    if value:
+        filters.append(col != value)
+
+
 def _append_enum_filter(
     filters: list,
     col,
@@ -148,6 +154,7 @@ def build_recharge_apply_column_filters(
     license_plate: Optional[str] = None,
     recharge_type: Optional[str] = None,
     recharge_type_in: Optional[str] = None,
+    recharge_type_ne: Optional[str] = None,
     status: Optional[str] = None,
     status_in: Optional[str] = None,
     apply_date_from: DateLike = None,
@@ -175,6 +182,7 @@ def build_recharge_apply_column_filters(
         single=recharge_type,
         multi=recharge_type_in,
     )
+    _append_ne_filter(filters, PlVehicleRechargeApply.recharge_type, recharge_type_ne)
     _append_enum_filter(
         filters, PlVehicleRechargeApply.status, single=status, multi=status_in
     )
@@ -223,6 +231,7 @@ def build_recharge_disburse_board_column_filters(
     license_plate: Optional[str] = None,
     recharge_type: Optional[str] = None,
     recharge_type_in: Optional[str] = None,
+    recharge_type_ne: Optional[str] = None,
     apply_status: Optional[str] = None,
     apply_status_in: Optional[str] = None,
     apply_date_from: DateLike = None,
@@ -256,6 +265,7 @@ def build_recharge_disburse_board_column_filters(
         single=recharge_type,
         multi=recharge_type_in,
     )
+    _append_ne_filter(filters, PlVehicleRechargeApply.recharge_type, recharge_type_ne)
     _append_enum_filter(
         filters,
         PlVehicleRechargeApply.status,

backend/app/services/pl_cert_category_service.py

@@ -0,0 +1,202 @@
+"""证用品类与产品关联；差量保存关联行。"""
+from uuid import uuid4
+
+from fastapi import HTTPException
+from sqlalchemy.orm import Session
+
+from app.models.pl_quota_models import PlCertCategory, PlCertCategoryProduct
+
+
+def _audit(user):
+    return dict(
+        id=str(uuid4()),
+        tenant_no=user.tenant_no,
+        create_by=user.id,
+        create_dept_id=getattr(user, 'dept_id', None) or '',
+        update_by=user.id,
+    )
+
+
+def _category_dict(row, products=None):
+    data = {
+        'id': row.id,
+        'categoryName': row.category_name,
+        'categoryCode': row.category_code,
+        'status': row.status,
+        'orderNum': row.order_num,
+        'remark': row.remark,
+        'createTime': row.create_time,
+        'updateTime': row.update_time,
+    }
+    if products is not None:
+        data['products'] = products
+    return data
+
+
+def list_categories(db: Session, user, keyword=None, status=None):
+    query = db.query(PlCertCategory).filter_by(tenant_no=user.tenant_no, del_flag=0)
+    if keyword:
+        query = query.filter(PlCertCategory.category_name.contains(keyword, autoescape=True))
+    if status is not None and status != '':
+        query = query.filter(PlCertCategory.status == status)
+    rows = query.order_by(PlCertCategory.create_time.desc()).all()
+    return [_category_dict(r) for r in rows]
+
+
+def get_category(db: Session, user, category_id: str, *, lock=False):
+    query = db.query(PlCertCategory).filter_by(id=category_id, tenant_no=user.tenant_no, del_flag=0)
+    if lock:
+        query = query.with_for_update().populate_existing()
+    row = query.first()
+    if not row:
+        raise HTTPException(404, '证用品类不存在')
+    links = (
+        db.query(PlCertCategoryProduct)
+        .filter_by(tenant_no=user.tenant_no, category_id=category_id, del_flag=0)
+        .order_by(PlCertCategoryProduct.create_time.asc())
+        .all()
+    )
+    names = _product_labels(db, user.tenant_no, [link.product_id for link in links])
+    products = [
+        {
+            'id': link.id,
+            'productId': link.product_id,
+            'scopeStatus': link.scope_status,
+            **names.get(link.product_id, {}),
+        }
+        for link in links
+    ]
+    return _category_dict(row, products)
+
+
+def _product_labels(db: Session, tenant_no: str, product_ids):
+    """批量带出 CRM 产品编号/名称/型号，供品类编辑回显。"""
+    ids = [pid for pid in dict.fromkeys(product_ids or []) if pid]
+    if not ids:
+        return {}
+    from app.models.crm_models import CrmProduct
+
+    rows = (
+        db.query(CrmProduct)
+        .filter(
+            CrmProduct.tenant_no == tenant_no,
+            CrmProduct.del_flag == 0,
+            CrmProduct.id.in_(ids),
+        )
+        .all()
+    )
+    return {
+        row.id: {
+            'productNo': row.product_no,
+            'productName': row.product_name,
+            'model': row.model,
+        }
+        for row in rows
+    }
+
+
+def save_category(db: Session, user, data: dict, category_id=None):
+    """data: categoryName, categoryCode?, status?, remark?, products?
+    products 遗漏则不改关联；显式 [] 清空（软删）；带 id 就地改。
+    """
+    name = (data.get('categoryName') or data.get('category_name') or '').strip()
+    if not name:
+        raise HTTPException(400, '品类名称不能为空')
+    if category_id:
+        row = db.query(PlCertCategory).filter_by(
+            id=category_id, tenant_no=user.tenant_no, del_flag=0,
+        ).with_for_update().populate_existing().first()
+        if not row:
+            raise HTTPException(404, '证用品类不存在')
+    else:
+        row = PlCertCategory(**_audit(user))
+        db.add(row)
+    row.category_name = name
+    if 'categoryCode' in data or 'category_code' in data:
+        row.category_code = data.get('categoryCode', data.get('category_code'))
+    if 'status' in data and data['status'] is not None:
+        row.status = str(data['status'])
+    if 'remark' in data:
+        row.remark = data.get('remark')
+    if 'orderNum' in data or 'order_num' in data:
+        row.order_num = data.get('orderNum', data.get('order_num'))
+    row.update_by = user.id
+    db.flush()
+
+    if 'products' in data:
+        submitted = data['products']
+        if submitted is None:
+            raise HTTPException(400, '产品关联集合不可为 null；清空请提交 []')
+        existing = {
+            r.id: r
+            for r in db.query(PlCertCategoryProduct).filter_by(
+                tenant_no=user.tenant_no, category_id=row.id, del_flag=0,
+            ).with_for_update().populate_existing().all()
+        }
+        seen = set()
+        product_ids = set()
+        for item in submitted:
+            pid = item.get('productId') or item.get('product_id')
+            if not pid:
+                raise HTTPException(400, '产品关联缺少 productId')
+            if pid in product_ids:
+                raise HTTPException(400, '同一品类不能重复关联同一产品')
+            product_ids.add(pid)
+            rid = item.get('id')
+            scope = item.get('scopeStatus') or item.get('scope_status') or 'active'
+            if rid:
+                link = existing.get(rid)
+                if not link:
+                    raise HTTPException(400, '产品关联明细不属于当前品类')
+                if rid in seen:
+                    raise HTTPException(400, '产品关联明细 ID 重复')
+                seen.add(rid)
+                link.product_id = pid
+                link.scope_status = scope
+                link.update_by = user.id
+            else:
+                link = PlCertCategoryProduct(
+                    **_audit(user),
+                    category_id=row.id,
+                    product_id=pid,
+                    scope_status=scope,
+                )
+                db.add(link)
+        for rid, link in existing.items():
+            if rid not in seen:
+                link.del_flag = 1
+                link.update_by = user.id
+        db.flush()
+
+    return get_category(db, user, row.id)
+
+
+def delete_category(db: Session, user, category_id: str):
+    row = db.query(PlCertCategory).filter_by(
+        id=category_id, tenant_no=user.tenant_no, del_flag=0,
+    ).with_for_update().populate_existing().first()
+    if not row:
+        raise HTTPException(404, '证用品类不存在')
+    from app.models.pl_quota_models import PlPurchaseCert
+    used = db.query(PlPurchaseCert.id).filter_by(
+        tenant_no=user.tenant_no, category_id=category_id, del_flag=0,
+    ).first()
+    if used:
+        raise HTTPException(400, '品类已被购买证使用，不能删除')
+    row.del_flag = 1
+    row.update_by = user.id
+    for link in db.query(PlCertCategoryProduct).filter_by(
+        tenant_no=user.tenant_no, category_id=category_id, del_flag=0,
+    ).with_for_update().all():
+        link.del_flag = 1
+        link.update_by = user.id
+    db.flush()
+
+
+def category_ids_for_product(db: Session, tenant_no: str, product_id: str):
+    rows = (
+        db.query(PlCertCategoryProduct.category_id)
+        .filter_by(tenant_no=tenant_no, product_id=product_id, del_flag=0, scope_status='active')
+        .all()
+    )
+    return {r.category_id for r in rows}

backend/app/services/pl_cert_quota_rule_config_service.py

@@ -0,0 +1,77 @@
+"""客户品类额度规则切点：系统信息配置；未配置则拦住安排。"""
+from datetime import datetime
+from typing import Optional
+from uuid import uuid4
+
+from fastapi import HTTPException
+from sqlalchemy.orm import Session
+
+from app.models.pl_quota_models import PlCertQuotaRuleConfig
+
+RULE_NOT_CONFIGURED = '请先在系统信息中配置客户品类额度生效时间后再安排运输'
+VERSION_LEGACY = 'legacy'
+VERSION_CUSTOMER_CATEGORY = 'customer_category'
+
+
+def get_config(db: Session, tenant_no: str) -> Optional[PlCertQuotaRuleConfig]:
+    return (
+        db.query(PlCertQuotaRuleConfig)
+        .filter_by(tenant_no=tenant_no, del_flag=0)
+        .first()
+    )
+
+
+def get_effective_at(db: Session, tenant_no: str):
+    row = get_config(db, tenant_no)
+    return row.effective_at if row else None
+
+
+def read_config(db: Session, tenant_no: str) -> dict:
+    row = get_config(db, tenant_no)
+    return {
+        'effectiveAt': row.effective_at.isoformat(sep=' ', timespec='seconds') if row and row.effective_at else None,
+        'configured': bool(row and row.effective_at),
+    }
+
+
+def save_effective_at(db: Session, user, effective_at: Optional[datetime]) -> dict:
+    row = get_config(db, user.tenant_no)
+    if row is None:
+        row = PlCertQuotaRuleConfig(
+            id=str(uuid4()),
+            tenant_no=user.tenant_no,
+            create_by=user.id,
+            create_dept_id=getattr(user, 'dept_id', None) or '',
+            update_by=user.id,
+        )
+        db.add(row)
+    row.effective_at = effective_at
+    row.update_by = user.id
+    db.flush()
+    return read_config(db, user.tenant_no)
+
+
+def assert_cert_quota_rule_configured(db: Session, tenant_no: str) -> datetime:
+    effective_at = get_effective_at(db, tenant_no)
+    if effective_at is None:
+        raise HTTPException(409, RULE_NOT_CONFIGURED)
+    return effective_at
+
+
+def resolve_rule_version_for_create(db: Session, tenant_no: str, create_time: Optional[datetime] = None) -> str:
+    """计划创建时打标；未配置生效时间时仍标 legacy（安排会被拦住）。"""
+    effective_at = get_effective_at(db, tenant_no)
+    when = create_time or datetime.now()
+    if effective_at is not None and when >= effective_at:
+        return VERSION_CUSTOMER_CATEGORY
+    return VERSION_LEGACY
+
+
+def stamp_plan_rule_version(db: Session, user, plan) -> str:
+    version = resolve_rule_version_for_create(db, user.tenant_no, getattr(plan, 'create_time', None) or datetime.now())
+    plan.cert_quota_rule_version = version
+    return version
+
+
+def plan_uses_customer_category(plan) -> bool:
+    return (getattr(plan, 'cert_quota_rule_version', None) or VERSION_LEGACY) == VERSION_CUSTOMER_CATEGORY

backend/app/services/pl_menu_badge_service.py

@@ -164,7 +164,7 @@ def count_recharge_approval_pending(db: Session, tenant_no: str, user_id: str) -
         .filter(
             PlVehicleRechargeApply.tenant_no == tenant_no,
             PlVehicleRechargeApply.del_flag == 0,
-            PlVehicleRechargeApply.status == "in_approval",
+            PlVehicleRechargeApply.status.in_(("in_approval", "pending")),
             BxWorkflowNode.tenant_no == tenant_no,
             BxWorkflowNode.del_flag == 0,
             BxWorkflowNode.approver_id == user_id,

backend/app/services/pl_plan_stop_service.py

@@ -1152,6 +1152,7 @@ def _resolve_or_create_plan_load(
         existing.notes = load.notes
         existing.generate_dibang = generate_dibang
         existing.dibang_direction = dibang_direction
+        existing.same_city = 1 if int(load.same_city or 0) == 1 else 0
         existing.remark = load.remark
         existing.del_flag = 0
         existing.update_by = user_id
@@ -1173,6 +1174,7 @@ def _resolve_or_create_plan_load(
             notes=load.notes,
             generate_dibang=generate_dibang,
             dibang_direction=dibang_direction,
+            same_city=1 if int(load.same_city or 0) == 1 else 0,
             tenant_no=tenant_no,
             remark=load.remark,
             create_by=user_id,
@@ -1439,6 +1441,7 @@ def replace_plan_stops(
             stop.seq = body.seq or 1
         stop.generate_dibang, stop.dibang_direction = normalize_stop_dibang_fields(
             stop.customer_name, kind, body.generate_dibang, body.dibang_direction)
+        stop.same_city = 1 if int(getattr(body, "same_city", 0) or 0) == 1 else 0
         stop.del_flag, stop.update_by, stop.update_time = 0, user_id, now
         model = PlPlanLoadProduct if kind == 'load' else PlPlanDeliveryProduct
         for idx, (row, product, linked) in enumerate(product_jobs or []):

backend/app/services/pl_quota_allocation.py

@@ -37,6 +37,7 @@ class SourceDemand:
     product_id: str
     quantity: Decimal
     unit: str
+    requires_transport: bool = True
 
 
 @dataclass(frozen=True)
@@ -231,6 +232,8 @@ def allocate_plan(demands: Sequence[SourceDemand], purchases: Sequence[PermitCan
         key = (row.permit_kind, row.source_id, row.permit_id)
         s = sources.get(row.source_id)
         p = groups.get(row.permit_kind, {}).get(row.permit_id)
+        if s is not None and not s.requires_transport and row.permit_kind == 'transport':
+            raise AllocationInputError('同市来源不接受运输证分配')
         sq, pq = _quantity(row.source_quantity), _quantity(row.permit_quantity)
         if key in manual or s is None or p is None or s.product_id not in p.product_ids:
             raise AllocationInputError('人工分配标识重复或不适用')
@@ -249,12 +252,19 @@ def allocate_plan(demands: Sequence[SourceDemand], purchases: Sequence[PermitCan
 
     routes = []
     for sid, s in sorted(sources.items()):
-        for gid, g in sorted(groups['purchase'].items()):
-            for tid, t in sorted(groups['transport'].items()):
-                if gid in t.purchase_permit_ids and eligible('purchase', s, g) and eligible('transport', s, t):
-                    routes.append((sid, gid, tid))
-                    if len(routes) > limits.max_variables:
-                        raise AllocationIncomplete('分配计算未完成：匹配变量超限')
+        if s.requires_transport:
+            pairs = (
+                (gid, tid)
+                for gid, g in sorted(groups['purchase'].items())
+                for tid, t in sorted(groups['transport'].items())
+                if gid in t.purchase_permit_ids and eligible('purchase', s, g) and eligible('transport', s, t)
+            )
+        else:
+            pairs = ((gid, None) for gid, g in sorted(groups['purchase'].items()) if eligible('purchase', s, g))
+        for gid, tid in pairs:
+            routes.append((sid, gid, tid))
+            if len(routes) > limits.max_variables:
+                raise AllocationIncomplete('分配计算未完成：匹配变量超限')
     a, b = [], []
 
     def constrain(coefficients, bound, equal=False):
@@ -405,6 +415,7 @@ def validate_allocation_pairing(
     if len(demands) > limits.max_sources or len(transports) > limits.max_permits:
         raise AllocationIncomplete('匹配校验未完成：输入规模超限')
     sources = _unique(demands, 'source_id')
+    purchase_only = {sid for sid, row in sources.items() if not row.requires_transport}
     transport_map = _unique(transports, 'permit_id')
     for s in sources.values():
         _quantity(s.quantity)
@@ -434,13 +445,16 @@ def validate_allocation_pairing(
             groups[kind][key] = row
         for sid, s in sources.items():
             total = sum(F(r.source_quantity) for (source_id, _), r in groups[kind].items() if source_id == sid)
-            if total != F(s.quantity):
+            expected = F(0) if kind == 'transport' and sid in purchase_only else F(s.quantity)
+            if total != expected:
                 raise AllocationPairingError('分配未覆盖实际来源量，需要人工调整；保留原占用')
     purchase_ids = {pid for _, pid in groups['purchase']}
     if len(purchase_ids) + len(transport_map) > limits.max_permits:
         raise AllocationIncomplete('匹配校验未完成：证件数量超限')
     routes = []
     for sid, gid in sorted(groups['purchase']):
+        if sid in purchase_only:
+            continue
         for source_id, tid in sorted(groups['transport']):
             if sid == source_id and gid in transport_map[tid].purchase_permit_ids:
                 routes.append((sid, gid, tid))
@@ -450,9 +464,13 @@ def validate_allocation_pairing(
     for kind, rows in groups.items():
         position = 1 if kind == 'purchase' else 2
         for (sid, pid), row in sorted(rows.items()):
+            if sid in purchase_only:
+                continue
             v = [int(r[0] == sid and r[position] == pid) for r in routes]
             a.extend([v, [-x for x in v]])
             b.extend([F(row.source_quantity), -F(row.source_quantity)])
+    if not a:
+        return
     try:
         _solve(a, b, [0] * len(routes), budget)
     except InsufficientQuota as exc:

backend/app/services/pl_quota_business.py

@@ -120,10 +120,22 @@ def apply_plan_quota(db, user, plan, action, payload=None):
                             evidenceUrls=getattr(payload, 'quota_evidence_urls', None),
                             sourceNote=getattr(payload, 'quota_source_note', None))
     from app.services.pl_quota_waiver import assert_waived_sources, quota_cert_waived
-    if quota_cert_waived(plan) and action in ('reserve', 'resize', 'settle', 'actual_adjust'):
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    # 新规则：齐备仅放行安排/改派预占；归档与实际调整必须真证结转。
+    # 旧规则（legacy）：齐备仍跳过安排与归档（祖父兼容）。
+    skip_actions = ('reserve', 'resize')
+    if not plan_uses_customer_category(plan):
+        skip_actions = ('reserve', 'resize', 'settle', 'actual_adjust')
+    if quota_cert_waived(plan) and action in skip_actions:
         if action in ('reserve', 'resize'):
             assert_waived_sources(db, user, plan, lock=True)
         return {'operationId': ledger_id, 'usageIds': [], 'waived': True}
+    if (
+        plan_uses_customer_category(plan)
+        and action in ('settle', 'actual_adjust')
+        and int(getattr(plan, 'quota_cert_pending_fulfill', 0) or 0) == 1
+    ):
+        raise HTTPException(409, '该计划仍处于证书齐备待完善，请先在证书齐备中完善并关闭后再归档')
     request, config = build_usage_request(
         db, user, plan.id, op, action, lock=True, check_conditions=explicit_configuration,
     )

backend/app/services/pl_quota_cert_bindings.py

@@ -129,7 +129,7 @@ def save_cert(db, user, cert_type, data, cert_id=None):
         raise HTTPException(409, '证件合同范围已变更，请重试')
     if cert_type == 'transport' and any(('purchase', pid) not in keys for pid in
             _reference_ids(db, user, effective_id, refs, current=True)):
-        raise HTTPException(409, '证面引用已变更，请重试')
+        raise HTTPException(409, '关联购买证已变更，请重试')
     prepared_face = certs.prepare_cert(db, user, cert_type, face, cert_id,
                                       locked=locked, effective_id=effective_id)
     # 用最终证面状态校验作废证不可扩大，不修改持久对象。

backend/app/services/pl_quota_cert_service.py

@@ -63,6 +63,28 @@ def _refs(db, user, cert_id, lock=False):
     return query.order_by(PlTransportCertPurchaseRef.create_time.desc()).all()
 
 
+def _transport_derived_categories(db, user, transport_cert_id):
+    from app.models.pl_quota_models import PlPurchaseCert
+    purchase_ids = [
+        r.purchase_cert_id
+        for r in _refs(db, user, transport_cert_id)
+        if r.purchase_cert_id
+    ]
+    if not purchase_ids:
+        return []
+    rows = (
+        db.query(PlPurchaseCert.category_id)
+        .filter(
+            PlPurchaseCert.tenant_no == user.tenant_no,
+            PlPurchaseCert.del_flag == 0,
+            PlPurchaseCert.id.in_(purchase_ids),
+            PlPurchaseCert.category_id.isnot(None),
+        )
+        .all()
+    )
+    return list(dict.fromkeys(r.category_id for r in rows if r.category_id))
+
+
 def get_cert(db, user, cert_type, cert_id, current=False):
     row = _get_row(db, user, cert_type, cert_id, lock=current)
     result = _row_to_dict(row)
@@ -77,6 +99,7 @@ def get_cert(db, user, cert_type, cert_id, current=False):
     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['derivedCategoryIds'] = _transport_derived_categories(db, user, cert_id)
     return result
 
 
@@ -94,7 +117,14 @@ def list_certs(db, user, cert_type, keyword=None, status=None):
         ))
     if status:
         query = query.filter(model.status == status)
-    return [get_cert(db, user, cert_type, r.id) for r in query.order_by(model.create_time.desc()).all()]
+    else:
+        # 默认不展示已核销、已作废；列头漏斗显式传 status 时可查看
+        query = query.filter(model.status.notin_(('closed', 'void')))
+    result = [get_cert(db, user, cert_type, r.id) for r in query.order_by(model.create_time.desc()).all()]
+    if cert_type == 'transport':
+        for item in result:
+            item['derivedCategoryIds'] = _transport_derived_categories(db, user, item['id'])
+    return result
 
 
 def _audit(user):
@@ -181,13 +211,13 @@ def _validate_refs(db, user, cert_id, submitted, historical, purchases, current=
         if purchase_cert_id:
             purchase = purchases.get(purchase_cert_id)
             if purchase is None:
-                raise HTTPException(409, '证面引用已变更，请刷新后重新保存')
+                raise HTTPException(409, '关联购买证已变更，请刷新后重新保存')
         if historical and _historical_ref_locked(previous, item):
-            raise HTTPException(400, '已有历史用量，不能改变证面引用身份，请联系管理员')
+            raise HTTPException(400, '已有历史用量，不能改变关联购买证身份，请联系管理员')
         pending.append((previous, item))
     removed = [r for rid,r in old.items() if rid not in ids]
     if historical and removed:
-        raise HTTPException(400, '已有历史用量，不能移除证面引用，请联系管理员')
+        raise HTTPException(400, '已有历史用量，不能移除关联购买证，请联系管理员')
     return pending, removed
 
 
@@ -211,7 +241,7 @@ def prepare_cert(db, user, cert_type, data, cert_id=None, *, locked=None, effect
         purchases = {pid: (locked.get(('purchase', pid)) if locked is not None else
                           _get_row(db, user, 'purchase', pid, lock=True)) for pid in sorted(purchase_ids)}
         if any(row is None for row in purchases.values()):
-            raise HTTPException(409, '证面引用已变更，请重试')
+            raise HTTPException(409, '关联购买证已变更，请重试')
     row = (locked[(cert_type, cert_id)] if locked is not None else
            _get_row(db, user, cert_type, cert_id, lock=True)) if cert_id else None
     historical = bool(row and _has_history(db,user,cert_type,cert_id))

backend/app/services/pl_quota_conversion.py

@@ -1,4 +1,6 @@
 """计划段次是否需要把计划单位换算成证面单位。"""
+from decimal import Decimal, InvalidOperation
+
 from app.models.pl_models import (
     PlPlan, PlPlanDelivery, PlPlanDeliveryProduct, PlPlanLoad, PlPlanLoadProduct, PlPlanProduct,
 )
@@ -63,12 +65,45 @@ def line_needs_conversion(unit, cert_units):
     )
 
 
-def plan_needs_unit_conversion(plan, lines, cert_units, snapshots):
+def _positive_decimal(value):
+    try:
+        number = Decimal(str(value).strip())
+    except (InvalidOperation, AttributeError, TypeError):
+        return False
+    return number > 0
+
+
+def _saved_manual_keys(configuration):
+    """已填写完整人工换算的 (sourceId, permitKind, permitId)。"""
+    rows = (configuration or {}).get('manualAllocations') or (configuration or {}).get('manual_allocations') or []
+    keys = set()
+    for row in rows:
+        if not isinstance(row, dict):
+            continue
+        source_id = row.get('sourceId') or row.get('source_id')
+        kind = row.get('permitKind') or row.get('permit_kind')
+        permit_id = row.get('permitId') or row.get('permit_id')
+        source_qty = row.get('sourceQuantity') if 'sourceQuantity' in row else row.get('source_quantity')
+        permit_qty = row.get('permitQuantity') if 'permitQuantity' in row else row.get('permit_quantity')
+        if source_id and kind and permit_id and _positive_decimal(source_qty) and _positive_decimal(permit_qty):
+            keys.add((str(source_id), str(kind), str(permit_id)))
+    return keys
+
+
+def plan_needs_unit_conversion(plan, lines, cert_bindings, snapshots):
+    """证书齐备豁免或异单位段已保存完整人工换算时，不再进入待换算待办。"""
+    if int(getattr(plan, 'quota_cert_waived', 0) or 0) == 1:
+        return False
     version = measurement_version(plan, snapshots)
+    saved = _saved_manual_keys(plan.cert_configuration)
     for line in measured_lines(version, lines, plan.cert_configuration):
-        units = cert_units.get(line['contractProductId'], [])
-        if line_needs_conversion(line['unit'], units):
-            return True
+        bindings = cert_bindings.get(line['contractProductId'], [])
+        source_id = f"{line['side']}:{line['id']}"
+        for binding in bindings:
+            if not line_needs_conversion(line['unit'], [binding['unit']]):
+                continue
+            if (source_id, binding['kind'], binding['certId']) not in saved:
+                return True
     return False
 
 
@@ -104,12 +139,14 @@ def _stop_lines(db, tenant_no, plan_ids):
     return grouped
 
 
-def _cert_units(db, tenant_no, contract_product_ids):
-    units = {}
+def _cert_bindings(db, tenant_no, contract_product_ids):
+    bindings = {}
     if not contract_product_ids:
-        return units
+        return bindings
     for kind, cert_model in (('purchase', PlPurchaseCert), ('transport', PlTransportCert)):
-        rows = db.query(PlContractCertProduct.contract_product_id, cert_model.quantity_unit).join(
+        rows = db.query(
+            PlContractCertProduct.contract_product_id, cert_model.id, cert_model.quantity_unit,
+        ).join(
             PlContractCertLink, PlContractCertLink.id == PlContractCertProduct.contract_cert_link_id,
         ).join(cert_model, cert_model.id == PlContractCertLink.cert_id).filter(
             PlContractCertLink.tenant_no == tenant_no, PlContractCertLink.del_flag == 0,
@@ -119,9 +156,11 @@ def _cert_units(db, tenant_no, contract_product_ids):
             cert_model.tenant_no == tenant_no, cert_model.del_flag == 0,
             PlContractCertProduct.contract_product_id.in_(contract_product_ids),
         ).all()
-        for product_id, unit in rows:
-            units.setdefault(product_id, []).append(unit)
-    return units
+        for product_id, cert_id, unit in rows:
+            bindings.setdefault(product_id, []).append({
+                'kind': kind, 'certId': cert_id, 'unit': unit,
+            })
+    return bindings
 
 
 def plans_needing_unit_conversion(db, tenant_no, plan_ids):
@@ -137,7 +176,7 @@ def plans_needing_unit_conversion(db, tenant_no, plan_ids):
         product_ids = {
             line['contractProductId'] for rows in lines.values() for line in rows if line['contractProductId']
         }
-        cert_units = _cert_units(db, tenant_no, product_ids)
+        cert_bindings = _cert_bindings(db, tenant_no, product_ids)
         snapshots = {plan_id: [] for plan_id in ids}
         usage_rows = db.query(PlPlanCertUsage.plan_id, PlPlanCertUsage.confirmation_snapshot).filter(
             PlPlanCertUsage.tenant_no == tenant_no, PlPlanCertUsage.del_flag == 0,
@@ -146,6 +185,6 @@ def plans_needing_unit_conversion(db, tenant_no, plan_ids):
         for plan_id, snapshot in usage_rows:
             snapshots[plan_id].append(snapshot)
         for plan in plans:
-            if plan_needs_unit_conversion(plan, lines.get(plan.id, []), cert_units, snapshots.get(plan.id, [])):
+            if plan_needs_unit_conversion(plan, lines.get(plan.id, []), cert_bindings, snapshots.get(plan.id, [])):
                 needed.add(plan.id)
     return needed

backend/app/services/pl_quota_customer_select.py

@@ -0,0 +1,223 @@
+"""新规则：按段次客户+品类整笔选证（不拆购买证）。"""
+from datetime import date
+from decimal import Decimal
+
+from fastapi import HTTPException
+
+from app.models.pl_quota_models import (
+    PlPurchaseCert,
+    PlTransportCert,
+    PlTransportCertPurchaseRef,
+    PlCertQtyLog,
+)
+from app.schemas.pl.quota_planning import ManualQuantity
+from app.services.pl_cert_category_service import category_ids_for_product
+from app.services.pl_quota_units import same_quantity_unit, standard_conversion_ratio
+
+
+def _available(cert):
+    return Decimal(cert.total_qty) - Decimal(cert.used_qty) - Decimal(cert.reserved_qty)
+
+
+def _in_force(cert, on_date: date) -> bool:
+    if cert.valid_from and on_date < cert.valid_from:
+        return False
+    if cert.valid_to and on_date > cert.valid_to:
+        return False
+    return True
+
+
+def _has_opening(db, user, cert_type, cert_id) -> bool:
+    return (
+        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()
+        is not None
+    )
+
+
+def _vehicle_ok(cert, vehicle_no: str) -> bool:
+    plates = cert.vehicle_numbers_json or []
+    if not isinstance(plates, list):
+        return False
+    plate = (vehicle_no or '').strip()
+    if not plate:
+        return False
+    return plate in {str(p).strip() for p in plates if p}
+
+
+def _permit_qty_for(source_qty: Decimal, source_unit: str, cert_unit: str) -> Decimal:
+    if same_quantity_unit(source_unit, cert_unit):
+        return source_qty
+    ratio = standard_conversion_ratio(source_unit, cert_unit)
+    if ratio is None:
+        raise HTTPException(409, f'来源单位「{source_unit}」与证件单位「{cert_unit}」无法自动换算，请调整单位或证件')
+    return (source_qty * Decimal(str(ratio))).quantize(Decimal('0.000001'))
+
+
+def _customer_id_from_source(source) -> str:
+    snap = source.snapshot or {}
+    cid = snap.get('customerId') or snap.get('customer_id')
+    if cid:
+        return str(cid)
+    raise HTTPException(409, '用证段次缺少客户，无法按客户选证')
+
+
+def select_whole_cover_certs(db, user, sources, *, vehicle_no: str, on_date: date):
+    """返回 purchase_cert_ids, transport_cert_ids, manual_allocations。
+
+    每个来源必须由一张购买证整笔覆盖；异地再配一张关联且车号/余量够的运输证。
+    """
+    if not sources:
+        return [], [], []
+
+    purchase_ids = []
+    transport_ids = []
+    manuals = []
+
+    for source in sources:
+        customer_id = _customer_id_from_source(source)
+        categories = category_ids_for_product(db, user.tenant_no, source.product_id)
+        if not categories:
+            raise HTTPException(
+                409,
+                '产品未配置证用品类，请先在证用品类中关联系统产品后再安排运输',
+            )
+
+        # MySQL ASC 会把 NULL 排最前；无到期证应排在末尾，优先消耗更早到期的证（D5）
+        candidates = (
+            db.query(PlPurchaseCert)
+            .filter(
+                PlPurchaseCert.tenant_no == user.tenant_no,
+                PlPurchaseCert.del_flag == 0,
+                PlPurchaseCert.status == 'active',
+                PlPurchaseCert.customer_id == customer_id,
+                PlPurchaseCert.category_id.in_(categories),
+            )
+            .order_by(
+                PlPurchaseCert.valid_to.is_(None).asc(),
+                PlPurchaseCert.valid_to.asc(),
+                PlPurchaseCert.id.asc(),
+            )
+            .all()
+        )
+
+        chosen_purchase = None
+        chosen_transport = None
+        purchase_permit_qty = None
+        transport_permit_qty = None
+
+        for purchase in candidates:
+            if not purchase.verified_by or not purchase.verified_time:
+                continue
+            if not _has_opening(db, user, 'purchase', purchase.id):
+                continue
+            if not _in_force(purchase, on_date):
+                continue
+            if purchase.opening_single_use_consumed:
+                continue
+            try:
+                need = _permit_qty_for(Decimal(source.quantity), source.unit, purchase.quantity_unit)
+            except HTTPException:
+                continue
+            if _available(purchase) < need:
+                continue
+
+            if not source.requires_transport:
+                chosen_purchase = purchase
+                purchase_permit_qty = need
+                break
+
+            refs = (
+                db.query(PlTransportCertPurchaseRef)
+                .filter_by(
+                    tenant_no=user.tenant_no,
+                    purchase_cert_id=purchase.id,
+                    del_flag=0,
+                )
+                .all()
+            )
+            transport_cert_ids = [r.transport_cert_id for r in refs if r.transport_cert_id]
+            if not transport_cert_ids:
+                continue
+            transports = (
+                db.query(PlTransportCert)
+                .filter(
+                    PlTransportCert.tenant_no == user.tenant_no,
+                    PlTransportCert.del_flag == 0,
+                    PlTransportCert.status == 'active',
+                    PlTransportCert.customer_id == customer_id,
+                    PlTransportCert.id.in_(transport_cert_ids),
+                )
+                .order_by(
+                    PlTransportCert.valid_to.is_(None).asc(),
+                    PlTransportCert.valid_to.asc(),
+                    PlTransportCert.id.asc(),
+                )
+                .all()
+            )
+            for transport in transports:
+                if not transport.verified_by or not transport.verified_time:
+                    continue
+                if not _has_opening(db, user, 'transport', transport.id):
+                    continue
+                if not _in_force(transport, on_date):
+                    continue
+                if transport.opening_single_use_consumed:
+                    continue
+                if not _vehicle_ok(transport, vehicle_no):
+                    continue
+                try:
+                    t_need = _permit_qty_for(Decimal(source.quantity), source.unit, transport.quantity_unit)
+                except HTTPException:
+                    continue
+                if _available(transport) < t_need:
+                    continue
+                chosen_purchase = purchase
+                chosen_transport = transport
+                purchase_permit_qty = need
+                transport_permit_qty = t_need
+                break
+            if chosen_purchase and chosen_transport:
+                break
+
+        if chosen_purchase is None:
+            place = '同市' if not source.requires_transport else '异地'
+            raise HTTPException(
+                409,
+                f'{place}段找不到余量足够、有效期内且匹配品类/车号的购买证'
+                f'{"和运输证" if source.requires_transport else ""}，请补充证件或标记证书齐备后再安排',
+            )
+
+        purchase_ids.append(chosen_purchase.id)
+        manuals.append(
+            ManualQuantity(
+                permit_kind='purchase',
+                source_id=source.source_id,
+                permit_id=chosen_purchase.id,
+                source_quantity=Decimal(source.quantity),
+                permit_quantity=purchase_permit_qty,
+            )
+        )
+        if chosen_transport is not None:
+            transport_ids.append(chosen_transport.id)
+            manuals.append(
+                ManualQuantity(
+                    permit_kind='transport',
+                    source_id=source.source_id,
+                    permit_id=chosen_transport.id,
+                    source_quantity=Decimal(source.quantity),
+                    permit_quantity=transport_permit_qty,
+                )
+            )
+
+    def unique(values):
+        return list(dict.fromkeys(values))
+
+    return unique(purchase_ids), unique(transport_ids), manuals

backend/app/services/pl_quota_diagnostics.py

@@ -21,7 +21,13 @@ def allocation_diagnostics(demands, purchases, transports):
         grouped.append((code, source.unit))
     for kind, permits in [('purchase', purchases), ('transport', transports)]:
         for code, unit in grouped:
-            sources = [s for s in demands if canonical_quantity_unit(s.unit) == code]
+            sources = [
+                s for s in demands
+                if canonical_quantity_unit(s.unit) == code
+                and (kind == 'purchase' or getattr(s, 'requires_transport', True))
+            ]
+            if not sources:
+                continue
             products = {s.product_id for s in sources}
             eligible = [p for p in permits if p.product_ids & products]
             demand = sum((s.quantity for s in sources), Decimal(0))
@@ -67,6 +73,8 @@ def missing_purchase_link_message(demands, purchases, transports, cert_nos):
     notices = []
     seen = set()
     for source in demands:
+        if not getattr(source, 'requires_transport', True):
+            continue
         buys = [p for p in purchases if source.product_id in p.product_ids and same_quantity_unit(p.unit, source.unit)]
         moves = [t for t in transports if source.product_id in t.product_ids and same_quantity_unit(t.unit, source.unit)]
         if not buys or not moves:
@@ -81,7 +89,7 @@ def missing_purchase_link_message(demands, purchases, transports, cert_nos):
         seen.add(key)
         notices.append(
             f'运输证 {move_text} 没有引用合同正在使用的购买证 {buy_text}。'
-            '请先打开该运输证，在「证面引用」的「对应购买证档案」中选择这张购买证，再安排运输'
+            '请先打开该运输证，在「关联购买证」中选择这张购买证档案，再安排运输'
         )
     return '；'.join(notices)
 
@@ -93,16 +101,17 @@ def foreign_unit_message(demands, purchases, transports, cert_nos):
     for source in demands:
         buys = [p for p in purchases if source.product_id in p.product_ids]
         moves = [t for t in transports if source.product_id in t.product_ids]
+        needs_transport = getattr(source, 'requires_transport', True)
         same_buys = [p for p in buys if _directly_usable(p, source.unit)]
         same_moves = [t for t in moves if _directly_usable(t, source.unit)]
-        if same_buys and same_moves:
+        if same_buys and (same_moves or not needs_transport):
             continue
         parts = []
         if not same_buys:
             text = _cert_unit_text('purchase', [p for p in buys if not _directly_usable(p, source.unit)], cert_nos)
             if text:
                 parts.append(f'购买证 {text}')
-        if not same_moves:
+        if needs_transport and not same_moves:
             text = _cert_unit_text('transport', [t for t in moves if not _directly_usable(t, source.unit)], cert_nos)
             if text:
                 parts.append(f'运输证 {text}')

backend/app/services/pl_quota_planning.py

@@ -35,8 +35,9 @@ def plan_fingerprint(sources):
 
 
 def classify_contract_cert_bindings(sources, bindings_by_contract, contract_labels):
-    """按合同产品的可用绑定选出购买证、运输证。缺任一证时拒绝安排。"""
-    purchase_ids, transport_ids, missing = [], [], []
+    """按合同产品的可用绑定选出购买证、运输证。同市段只要求购买证。"""
+    purchase_ids, transport_ids = [], []
+    missing_both, missing_purchase = [], []
     for source in sources:
         found = {'purchase': [], 'transport': []}
         for binding in bindings_by_contract.get(source.contract_id) or []:
@@ -52,13 +53,22 @@ def classify_contract_cert_bindings(sources, bindings_by_contract, contract_labe
             if source.contract_product_id not in product_ids or kind not in found or not cert_id:
                 continue
             found[kind].append(cert_id)
-        if not found['purchase'] or not found['transport']:
-            missing.append(contract_labels.get(source.contract_id) or '未编号合同')
+        needs_transport = getattr(source, 'requires_transport', True)
+        label = contract_labels.get(source.contract_id) or '未编号合同'
+        if not found['purchase'] or (needs_transport and not found['transport']):
+            (missing_both if needs_transport else missing_purchase).append(label)
         purchase_ids.extend(found['purchase'])
-        transport_ids.extend(found['transport'])
-    if missing:
-        names = '、'.join(dict.fromkeys(missing))
-        raise HTTPException(409, f'合同{names}尚未绑定购买证和运输证，请先到合同中绑定后再安排运输')
+        if needs_transport:
+            transport_ids.extend(found['transport'])
+    messages = []
+    if missing_both:
+        names = '、'.join(dict.fromkeys(missing_both))
+        messages.append(f'合同{names}尚未绑定购买证和运输证，请先到合同中绑定后再安排运输')
+    if missing_purchase:
+        names = '、'.join(dict.fromkeys(missing_purchase))
+        messages.append(f'合同{names}的同市段尚未绑定购买证，请先到合同中绑定后再安排运输')
+    if messages:
+        raise HTTPException(409, '；'.join(messages))
 
     def unique(values):
         return list(dict.fromkeys(values))
@@ -121,28 +131,52 @@ def build_usage_request(db, user, plan_id, operation, action, *, lock=False, che
         sources, actuals = [], {}
     else:
         sources, actuals = extract_sources(db, user, plan_id, mapping, actual=action in ('settle', 'actual_adjust'), lock=lock, preview_vehicle=preview_vehicle, measurement_version=config.measurement_version)
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    customer_rule = plan_uses_customer_category(plan)
     if action in ('reserve', 'resize') and not explicit and sources:
-        purchase_ids, transport_ids = resolve_contract_bound_certs(db, user, sources)
-        source_ids = {source.source_id for source in sources}
-        allowed = {('purchase', cert_id) for cert_id in purchase_ids} | {('transport', cert_id) for cert_id in transport_ids}
-        manual = [
-            row for row in config.manual_allocations
-            if row.source_id in source_ids and (row.permit_kind, row.permit_id) in allowed
-        ]
-        config = config.model_copy(update={
-            'purchase_cert_ids': purchase_ids,
-            'transport_cert_ids': transport_ids,
-            'manual_allocations': manual,
-            'conditions': [],
-        })
+        if customer_rule:
+            # 新规则：禁止手工选证；按客户+品类整笔自动选证
+            from app.services.pl_quota_customer_select import select_whole_cover_certs
+            vehicle = (preview_vehicle or {}).get('licensePlate', plan.license_plate) or ''
+            on_date = max(date.today(), plan.plan_date or date.today())
+            purchase_ids, transport_ids, manuals = select_whole_cover_certs(
+                db, user, sources, vehicle_no=vehicle, on_date=on_date,
+            )
+            config = config.model_copy(update={
+                'purchase_cert_ids': purchase_ids,
+                'transport_cert_ids': transport_ids,
+                'manual_allocations': manuals,
+                'conditions': [],
+            })
+        else:
+            purchase_ids, transport_ids = resolve_contract_bound_certs(db, user, sources)
+            source_ids = {source.source_id for source in sources}
+            allowed = {('purchase', cert_id) for cert_id in purchase_ids} | {('transport', cert_id) for cert_id in transport_ids}
+            manual = [
+                row for row in config.manual_allocations
+                if row.source_id in source_ids and (row.permit_kind, row.permit_id) in allowed
+            ]
+            config = config.model_copy(update={
+                'purchase_cert_ids': purchase_ids,
+                'transport_cert_ids': transport_ids,
+                'manual_allocations': manual,
+                'conditions': [],
+            })
+    elif action in ('reserve', 'resize') and explicit and customer_rule:
+        raise HTTPException(409, '新规则下安排仅支持自动选证，请勿手工指定证件；选不到请标记证书齐备')
     keys = [('purchase', cid) for cid in config.purchase_cert_ids] + [('transport', cid) for cid in config.transport_cert_ids]
     if len(set(keys)) != len(keys):
         raise HTTPException(400, '证件选择重复')
     if action in ('reserve', 'resize') or op.allow_supplement:
         certs = {key: _get_row(db, user, *key, lock=False) for key in sorted(keys)}
         if sources and not keys:
-            raise HTTPException(409, '请先在合同中绑定购买证和运输证后再安排运输')
-        if check_conditions and explicit:
+            msg = (
+                '找不到适用的购买证和运输证，请补充证件或标记证书齐备后再安排运输'
+                if customer_rule else
+                '请先在合同中绑定购买证和运输证后再安排运输'
+            )
+            raise HTTPException(409, msg)
+        if check_conditions and explicit and not customer_rule:
             validate_conditions(config, certs, plan_fingerprint(sources))
     executed = bool(plan_execution_lock_reason(db, user.tenant_no, plan.id))
     request = UsageRequest(
@@ -191,8 +225,11 @@ def preview_plan(db, user, plan_id, config, preview_vehicle=None):
 
 def save_configuration(db, user, plan_id, config):
     from app.services.pl_plan_service import record_plan_change
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
     config = config if isinstance(config, PlanQuotaConfiguration) else PlanQuotaConfiguration.model_validate(config)
     plan = _plan(db, user, plan_id, lock=True)
+    if plan_uses_customer_category(plan):
+        raise HTTPException(409, '新规则下安排仅自动选证，不支持手工保存用证配置')
     if plan.transport_status == 'arranged' or plan.archive_status == 'archived':
         raise HTTPException(409, '已安排计划请通过调整运输在同一事务重算用证')
     # 草稿允许缺少条件确认，但真实来源身份及选证权限必须有效。
@@ -279,6 +316,7 @@ def get_plan_quota(db, user, plan_id):
                 product = products[row.plan_product_id]
                 stop = stops[side][getattr(row, 'load_id' if side == 'load' else 'delivery_id')]
                 item = {'sourceStopId': stop.id, 'stopId': stop.id,
+                        'sameCity': int(getattr(stop, 'same_city', 0) or 0) == 1,
                         'stopOrder': getattr(stop, 'seq', None) or stop.order_num or 1,
                         'productId': row.product_id, 'productNo': row.product_no,
                         'sourceStopType': side, 'sourceStopProductId': row.id,
@@ -297,15 +335,27 @@ def get_plan_quota(db, user, plan_id):
                     options.append(item)
         usages = db.query(PlPlanCertUsage).filter_by(tenant_no=user.tenant_no, plan_id=plan_id, del_flag=0).order_by(PlPlanCertUsage.create_time.desc()).all()
         version = resolve_measurement_version(db, user, plan)
+        from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+        customer_rule = plan_uses_customer_category(plan)
         result = {'planId': plan.id, 'planNo': plan.plan_no, 'licensePlate': plan.license_plate,
                   'quotaCertWaived': int(getattr(plan, 'quota_cert_waived', 0) or 0) == 1,
+                  'certQuotaRuleVersion': getattr(plan, 'cert_quota_rule_version', None) or 'legacy',
                   'measurementVersion': version,
                   'configuration': {**(plan.cert_configuration or {}), 'measurementVersion': version}, 'sourceOptions': options,
                   'stopProducts': stop_products,
-                  'canSaveConfiguration': plan.transport_status != 'arranged' and plan.archive_status != 'archived',
+                  # 新规则禁止手工保存用证配置；安排仅自动选证
+                  'canSaveConfiguration': (
+                      not customer_rule
+                      and plan.transport_status != 'arranged'
+                      and plan.archive_status != 'archived'
+                  ),
                   'usages': []}
         for usage in usages:
-            _get_row(db, user, usage.cert_type, usage.cert_id)
+            cert = _get_row(db, user, usage.cert_type, usage.cert_id)
             items = db.query(PlPlanCertUsageItem).filter_by(tenant_no=user.tenant_no, usage_id=usage.id, del_flag=0).order_by(PlPlanCertUsageItem.allocation_seq).all()
-            result['usages'].append({**_row_to_dict(usage), 'items': [_row_to_dict(row) for row in items]})
+            payload = {**_row_to_dict(usage), 'items': [_row_to_dict(row) for row in items]}
+            # 详情展示证面附件：用量行本身无附件字段，从证件档案回填
+            payload['attachmentUrls'] = getattr(cert, 'attachment_urls', None) or ''
+            payload['certNo'] = payload.get('certNo') or getattr(cert, 'cert_no', None) or usage.cert_no_snapshot
+            result['usages'].append(payload)
         return result

backend/app/services/pl_quota_sources.py

@@ -156,8 +156,12 @@ def extract_sources(db, user, plan_id, mapping=None, *, actual=False, lock=False
         for stop_side, value in [(side, row)] + [(other_side, r) for r in related]:
             parent = stops[stop_side][getattr(value, SIDE[stop_side][2])]
             stop_facts.append({key: getattr(parent, key, None) for key in ('id', 'supplier_id', 'supplier_name', 'customer_id', 'customer_name', 'address')})
+        same_city = int(getattr(stop, 'same_city', 0) or 0) == 1
         snapshot = {'source': _facts(row), 'related': [_facts(r) for r in related], 'stops': stop_facts,
-                    'vehicle': plan.license_plate, 'trailer': plan.trailer_no, 'planType': plan.plan_type}
+                    'vehicle': plan.license_plate, 'trailer': plan.trailer_no, 'planType': plan.plan_type,
+                    'sameCity': 1 if same_city else 0,
+                    'customerId': getattr(stop, 'customer_id', None),
+                    'customerName': getattr(stop, 'customer_name', None)}
         if measurement_version == 'per_stop_v2':
             snapshot['measurementVersion'] = measurement_version
         if preview_vehicle is not None:
@@ -168,7 +172,7 @@ def extract_sources(db, user, plan_id, mapping=None, *, actual=False, lock=False
                              plan_product_id=row.plan_product_id, contract_id=row.contract_id,
                              contract_product_id=row.contract_product_id, product_id=row.product_id,
                              quantity=row.plan_qty, unit=row.unit, related_stop_products=[r.id for r in related],
-                             fingerprint=fingerprint, snapshot=snapshot)
+                             fingerprint=fingerprint, snapshot=snapshot, requires_transport=not same_city)
         sources.append(source)
         if actual:
             quantity = getattr(row, actual_field)

backend/app/services/pl_quota_usage_service.py

@@ -197,6 +197,9 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
         product=query(CrmContractProduct,id=s.contract_product_id,contract_id=s.contract_id,del_flag=0).first()
         if product is None or product.product_id!=s.product_id: raise ValueError('合同产品归属不符')
     scopes={}; candidates={'purchase':[],'transport':[]}
+    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)
     for k in sorted(selected):
         kind,pid=k; c=certs[k]
         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')
@@ -206,25 +209,36 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
         if not c.valid_from <= r.on_date <= c.valid_to: raise ValueError('证件不在有效日期内')
         policy=usage_policy(c.valid_use_text)
         if policy=='needs_confirmation': raise ValueError('有效次数待确认')
-        if kind=='transport' and (not r.vehicle_no or r.vehicle_no not in (c.vehicle_numbers_json or [])): raise ValueError('车号不在运输证范围')
+        # 合同上常有多张运输证。车号对不上的证不参与本次分配，只要还有一张覆盖该主车号即可安排。
+        if kind=='transport' and (not r.vehicle_no or r.vehicle_no not in (c.vehicle_numbers_json or [])):
+            skipped_for_vehicle=True
+            continue
         if policy=='once':
             previous=query(m.PlPlanCertUsage,cert_type=kind,cert_id=pid,del_flag=0).all()
             if c.opening_single_use_consumed or any(u.plan_id!=plan.id and (u.usage_status in ('reserved','in_transit','settled','exception') or (u.confirmation_snapshot or {}).get('executed')) for u in previous):
                 raise ValueError('一次有效证件已使用或已占用')
         eligible=set()
-        for sid,s in sources.items():
-            link=query(m.PlContractCertLink,cert_type=kind,cert_id=pid,contract_id=s.contract_id,del_flag=0,link_status='active').first()
-            scope=None if link is None else query(m.PlContractCertProduct,contract_cert_link_id=link.id,contract_product_id=s.contract_product_id,del_flag=0,scope_status='active').first()
-            if scope:
-                eligible.add(sid); scopes[(k,sid)]=(link,scope)
+        if customer_rule:
+            # 新规则已由客户+品类整笔选证；账本不再依赖合同绑证 scope。
+            eligible=set(sources)
+            for sid in eligible:
+                scopes[(k,sid)]=(None,None)
+        else:
+            for sid,s in sources.items():
+                link=query(m.PlContractCertLink,cert_type=kind,cert_id=pid,contract_id=s.contract_id,del_flag=0,link_status='active').first()
+                scope=None if link is None else query(m.PlContractCertProduct,contract_cert_link_id=link.id,contract_product_id=s.contract_product_id,del_flag=0,scope_status='active').first()
+                if scope:
+                    eligible.add(sid); scopes[(k,sid)]=(link,scope)
         refs=frozenset(x.purchase_cert_id for x in query(m.PlTransportCertPurchaseRef,transport_cert_id=pid,del_flag=0).all() if x.purchase_cert_id) if kind=='transport' else frozenset()
         own=usages[k].reserved_qty if k in usages else ZERO
         candidates[kind].append(PermitCandidate(pid,c.total_qty-c.used_qty-c.reserved_qty+own,c.quantity_unit,c.valid_to,frozenset(eligible),refs))
+    if skipped_for_vehicle and not candidates['transport']:
+        raise ValueError('车号不在运输证范围')
     return sources,scopes,candidates
 
 def _reserve(db,user,r,plan,certs,usages,items,selected,preview=False,lock_preview=False):
     sources,scopes,candidates=_candidate_context(db,user,r,plan,certs,usages,items,selected,preview,lock_preview)
-    demands=[SourceDemand(s.source_id,s.source_id,s.quantity,s.unit) for s in sources.values()]
+    demands=[SourceDemand(s.source_id,s.source_id,s.quantity,s.unit,s.requires_transport) for s in sources.values()]
     try:
         allocation=allocate_plan(demands,candidates['purchase'],candidates['transport'],manual_allocations=_manual(r.manual_allocations))
     except InsufficientQuota as error:
@@ -244,6 +258,15 @@ def _reserve(db,user,r,plan,certs,usages,items,selected,preview=False,lock_previ
     # 零量也占用一次资格；纯计算器省略零流，账本补存一对真实适用证件。
     for sid,s in sorted(sources.items()):
         if s.quantity != 0: continue
+        if not s.requires_transport:
+            buys=[p for p in candidates['purchase'] if sid in p.product_ids and (
+                same_quantity_unit(p.unit, s.unit) or standard_conversion_ratio(s.unit, p.unit) is not None
+                or any(a.permit_kind=='purchase' and a.source_id==sid and a.permit_id==p.permit_id for a in r.manual_allocations))]
+            if not buys:
+                raise ValueError('零量同市来源仍须有适用购买证')
+            chosen=min(buys, key=lambda item: (item.expires_on, item.permit_id))
+            rows.append(Allocation('purchase', sid, chosen.permit_id, ZERO, ZERO, s.unit, chosen.unit, 1))
+            continue
         pairs=[(p,t) for p in candidates['purchase'] for t in candidates['transport']
                if sid in p.product_ids and sid in t.product_ids and p.permit_id in t.purchase_permit_ids
                and (same_quantity_unit(p.unit, s.unit) or standard_conversion_ratio(s.unit, p.unit) is not None or any(a.permit_kind=='purchase' and a.source_id==sid and a.permit_id==p.permit_id for a in r.manual_allocations))
@@ -264,8 +287,10 @@ def _reserve(db,user,r,plan,certs,usages,items,selected,preview=False,lock_previ
                 'sourceId':a.source_id,'certId':a.permit_id,'sourceQuantity':_canonical(a.source_quantity),
                 'permitQuantity':_canonical(a.permit_quantity),'sourceUnit':a.source_unit,
                 'permitUnit':a.permit_unit,'allocationSeq':a.allocation_seq,
-                'contractCertLinkId':link.id,'contractCertProductId':scope.id,
-                'scopeRevision':link.scope_revision,'certRevision':certs[k].revision,
+                'contractCertLinkId':None if link is None else link.id,
+                'contractCertProductId':None if scope is None else scope.id,
+                'scopeRevision':0 if link is None else link.scope_revision,
+                'certRevision':certs[k].revision,
                 'ownReservedQty':_canonical(usages[k].reserved_qty if k in usages else ZERO),
             })
         return result
@@ -294,7 +319,27 @@ def _reserve(db,user,r,plan,certs,usages,items,selected,preview=False,lock_previ
             item=previous.get(a.source_id)
             if item is None:
                 item=m.PlPlanCertUsageItem(**_audit(user),usage_id=u.id); db.add(item); items[k].append(item)
-            values=dict(contract_cert_link_id=link.id,contract_cert_product_id=scope.id,contract_scope_revision=link.scope_revision,contract_id=s.contract_id,contract_product_id=s.contract_product_id,plan_product_id=s.plan_product_id,source_stop_type=s.source_stop_type,source_stop_id=s.source_stop_id,source_stop_product_id=s.source_stop_product_id,related_stop_products=s.related_stop_products,allocation_seq=a.allocation_seq,source_unit=s.unit,planned_source_qty=s.quantity,allocated_source_qty=a.source_quantity,planned_cert_qty=a.permit_quantity,reserved_qty=a.permit_quantity,used_qty=ZERO,item_status='reserved',source_fingerprint=s.fingerprint,source_snapshot={**s.snapshot, 'measurementVersion': s.snapshot.get('measurementVersion', 'legacy_single_side'), 'productId': s.product_id},del_flag=0,reserve_input_mode=_reserve_input_mode(s.unit, c.quantity_unit),reserve_conversion_note=notes.get((k[0],k[1],a.source_id)),reserve_confirmed_by=user.id,reserve_confirmed_time=datetime.now(),update_by=user.id)
+            values=dict(
+                contract_cert_link_id=None if link is None else link.id,
+                contract_cert_product_id=None if scope is None else scope.id,
+                contract_scope_revision=0 if link is None else link.scope_revision,
+                contract_id=s.contract_id,contract_product_id=s.contract_product_id,plan_product_id=s.plan_product_id,
+                source_stop_type=s.source_stop_type,source_stop_id=s.source_stop_id,source_stop_product_id=s.source_stop_product_id,
+                related_stop_products=s.related_stop_products,allocation_seq=a.allocation_seq,source_unit=s.unit,
+                planned_source_qty=s.quantity,allocated_source_qty=a.source_quantity,planned_cert_qty=a.permit_quantity,
+                reserved_qty=a.permit_quantity,used_qty=ZERO,item_status='reserved',source_fingerprint=s.fingerprint,
+                source_snapshot={
+                    **s.snapshot,
+                    'measurementVersion': s.snapshot.get('measurementVersion', 'legacy_single_side'),
+                    'productId': s.product_id,
+                    'quotaRuleVersion': getattr(plan, 'cert_quota_rule_version', None),
+                    'customerId': (s.snapshot or {}).get('customerId'),
+                    'customerName': (s.snapshot or {}).get('customerName'),
+                },
+                del_flag=0,reserve_input_mode=_reserve_input_mode(s.unit, c.quantity_unit),
+                reserve_conversion_note=notes.get((k[0],k[1],a.source_id)),
+                reserve_confirmed_by=user.id,reserve_confirmed_time=datetime.now(),update_by=user.id,
+            )
             for name,value in values.items(): setattr(item,name,value)
 
 
@@ -430,12 +475,13 @@ def _settle(db,user,r,certs,usages,items,plan):
     if any(u.usage_status!='settled' if adjusting else u.usage_status not in ('reserved','in_transit','exception') for k,u in usages.items() if k in active):
         raise ValueError('用证状态不允许当前结转动作')
     groups={'purchase':[],'transport':[]}; item_map={}; demands={}
+    transport_required={s.source_id: s.requires_transport for s in r.sources}
     for k,rows in active.items():
         for i in rows:
             sid=_key(i)
             a=Allocation(k[0],sid,k[1],i.allocated_source_qty,i.planned_cert_qty,i.source_unit,usages[k].quantity_unit,i.allocation_seq)
             groups[k[0]].append(a); item_map[(k[0],sid,k[1])]=i
-            demands[sid]=SourceDemand(sid,sid,r.actual_by_source.get(sid),i.source_unit)
+            demands[sid]=SourceDemand(sid,sid,r.actual_by_source.get(sid),i.source_unit,transport_required.get(sid, True))
     if not r.manual_actuals:
         groups, generated, conversion_error = _prepare_saved_conversion(groups, r.actual_by_source, certs)
         if conversion_error:

backend/app/services/pl_quota_waiver.py

@@ -290,13 +290,19 @@ def mark_ready(db, user, plan_id):
     plan.quota_cert_waived_by = user.id
     plan.quota_cert_waived_by_name = name[:100] if name else None
     plan.quota_cert_waived_time = datetime.now()
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    if plan_uses_customer_category(plan):
+        plan.quota_cert_pending_fulfill = 1
+        change_content = "标记证书齐备：可安排运输；归档前须在证书齐备中完善并关闭"
+    else:
+        change_content = "标记证书齐备：安排和归档不再校验、不扣购买证与运输证额度"
     plan.update_by = user.id
     record_plan_change(
         db,
         tenant_no=user.tenant_no,
         plan_id=plan.id,
         change_type="quota_cert_waived",
-        change_content="标记证书齐备：安排和归档不再校验、不扣购买证与运输证额度",
+        change_content=change_content,
         user_id=user.id,
         user_name=plan.quota_cert_waived_by_name,
         dept_id=user.dept_id or "",
@@ -304,3 +310,100 @@ def mark_ready(db, user, plan_id):
     db.flush()
     labels = _product_names(db, user, [plan.id])
     return _row(plan, labels.get(plan.id, ""))
+
+
+def list_pending_fulfill_plans(db, user, page=1, page_size=20, keyword=""):
+    """新规则下已齐备、待完善挂证的计划。"""
+    from app.services.pl_cert_quota_rule_config_service import VERSION_CUSTOMER_CATEGORY
+
+    query = db.query(PlPlan).filter(
+        PlPlan.tenant_no == user.tenant_no,
+        PlPlan.del_flag == 0,
+        PlPlan.follow_status != "cancelled",
+        PlPlan.archive_status != "cancelled",
+        PlPlan.cert_quota_rule_version == VERSION_CUSTOMER_CATEGORY,
+        PlPlan.quota_cert_pending_fulfill == 1,
+        PlPlan.quota_cert_waived == 1,
+    )
+    query = apply_pl_scope(query, PlPlan, user, db, user.tenant_no)
+    if keyword:
+        query = query.filter(or_(
+            PlPlan.plan_no.contains(keyword, autoescape=True),
+            PlPlan.supplier_name.contains(keyword, autoescape=True),
+            PlPlan.customer_name.contains(keyword, autoescape=True),
+        ))
+    total = query.count()
+    rows = (
+        query.order_by(PlPlan.plan_date.is_(None), PlPlan.plan_date.asc(), PlPlan.id.asc())
+        .offset((page - 1) * page_size)
+        .limit(page_size)
+        .all()
+    )
+    labels = _product_names(db, user, [row.id for row in rows])
+    return {"total": total, "list": [_row(plan, labels.get(plan.id, "")) for plan in rows]}
+
+
+def fulfill_plan_certs(db, user, plan_id, *, operation_id=None):
+    """完善并关闭：按安排同款自动选证并 reserve，成功后出队。"""
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    from app.services.pl_plan_service import record_plan_change
+    from app.services.pl_quota_business import apply_plan_quota
+    from app.services.pl_quota_planning import _plan
+    from types import SimpleNamespace
+
+    plan = _plan(db, user, plan_id, lock=True)
+    if not plan_uses_customer_category(plan):
+        raise HTTPException(409, '仅新规则计划支持完善并关闭')
+    if int(getattr(plan, 'quota_cert_pending_fulfill', 0) or 0) != 1:
+        raise HTTPException(409, '该计划不在证书齐备待完善列表中')
+    if plan.follow_status == 'cancelled' or plan.archive_status in ('cancelled', 'archived'):
+        raise HTTPException(409, '已作废或已归档的计划不能完善证件')
+
+    # 暂时清齐备跳过，以便真正 reserve；失败则恢复 pending
+    plan.quota_cert_waived = 0
+    payload = SimpleNamespace(
+        operation_id=operation_id or str(__import__('uuid').uuid4()),
+        quota_configuration=None,
+        quota_allow_supplement=False,
+        quota_manual_actuals=[],
+        quota_reason='fulfill_quota_certs',
+        quota_evidence_urls=None,
+        quota_source_note='证书齐备完善并关闭',
+    )
+    try:
+        action = 'resize' if plan.transport_status == 'arranged' else 'reserve'
+        apply_plan_quota(db, user, plan, action, payload)
+    except Exception:
+        plan.quota_cert_waived = 1
+        raise
+
+    plan.quota_cert_pending_fulfill = 0
+    plan.quota_cert_waived = 0
+    plan.update_by = user.id
+    record_plan_change(
+        db,
+        tenant_no=user.tenant_no,
+        plan_id=plan.id,
+        change_type='quota_cert_fulfilled',
+        change_content='证书齐备完善并关闭：已挂载购买证/运输证并完成额度预占',
+        user_id=user.id,
+        user_name=((getattr(user, 'name', None) or '')[:100] or None),
+        dept_id=user.dept_id or '',
+    )
+    db.flush()
+    labels = _product_names(db, user, [plan.id])
+    return _row(plan, labels.get(plan.id, ''))
+
+
+def fulfill_plans_batch(db, user, plan_ids):
+    results = []
+    for plan_id in plan_ids:
+        try:
+            with db.begin_nested():
+                row = fulfill_plan_certs(db, user, plan_id)
+            results.append({'planId': plan_id, 'ok': True, 'plan': row})
+        except HTTPException as exc:
+            results.append({'planId': plan_id, 'ok': False, 'message': str(exc.detail)})
+        except Exception as exc:
+            results.append({'planId': plan_id, 'ok': False, 'message': str(exc)})
+    return {'results': results}

backend/app/services/pl_vehicle_recharge_approval_service.py

@@ -58,8 +58,8 @@ def _current_node(
     user: DbUserContext,
     tenant_no: str,
 ) -> BxWorkflowNode:
-    if apply.status != "in_approval" or not apply.current_node:
-        raise HTTPException(status_code=400, detail="申请单不在审批中")
+    if apply.status not in ("in_approval", "pending") or not apply.current_node:
+        raise HTTPException(status_code=400, detail="申请单不在可审批/发放状态")
     node = (
         db.query(BxWorkflowNode)
         .filter(
@@ -119,6 +119,7 @@ def list_pending(
     license_plate: Optional[str] = None,
     recharge_type: Optional[str] = None,
     recharge_type_in: Optional[str] = None,
+    recharge_type_ne: Optional[str] = None,
     status: Optional[str] = None,
     status_in: Optional[str] = None,
     apply_date_from=None,
@@ -144,7 +145,7 @@ def list_pending(
         .filter(
             PlVehicleRechargeApply.tenant_no == tenant_no,
             PlVehicleRechargeApply.del_flag == 0,
-            PlVehicleRechargeApply.status == "in_approval",
+            PlVehicleRechargeApply.status.in_(("in_approval", "pending")),
             BxWorkflowNode.tenant_no == tenant_no,
             BxWorkflowNode.del_flag == 0,
             BxWorkflowNode.approver_id == user.id,
@@ -155,6 +156,7 @@ def list_pending(
         license_plate=license_plate,
         recharge_type=recharge_type,
         recharge_type_in=recharge_type_in,
+        recharge_type_ne=recharge_type_ne,
         status=status,
         status_in=status_in,
         apply_date_from=apply_date_from,
@@ -192,6 +194,7 @@ def list_done(
     license_plate: Optional[str] = None,
     recharge_type: Optional[str] = None,
     recharge_type_in: Optional[str] = None,
+    recharge_type_ne: Optional[str] = None,
     status: Optional[str] = None,
     status_in: Optional[str] = None,
     apply_date_from=None,
@@ -233,6 +236,7 @@ def list_done(
         license_plate=license_plate,
         recharge_type=recharge_type,
         recharge_type_in=recharge_type_in,
+        recharge_type_ne=recharge_type_ne,
         status=status,
         status_in=status_in,
         apply_date_from=apply_date_from,
@@ -290,7 +294,11 @@ def approve_apply(
         opinion=opinion,
         now=now,
     )
-    apply.current_node = nodes[idx + 1].id
+    next_node = nodes[idx + 1]
+    apply.current_node = next_node.id
+    next_action = (next_node.action_type or "approve").strip() or "approve"
+    if next_action == "disburse":
+        apply.status = "pending"
     apply.update_by = user.id
     apply.update_time = now
     sync_approval_notifications(

backend/app/services/pl_vehicle_recharge_service.py

@@ -481,7 +481,7 @@ def _resolve_apply_for_record(
                 detail="审批中的申请请在「ETC/油卡充值审批」中完成发放登记",
             )
         if apply.status != "pending":
-            raise HTTPException(status_code=400, detail="仅待发放申请可关联")
+            raise HTTPException(status_code=400, detail="仅发放中申请可关联")
         existing = (
             db.query(PlVehicleRechargeRecord)
             .filter(
@@ -513,6 +513,7 @@ def list_applies(
     license_plate: Optional[str] = None,
     recharge_type: Optional[str] = None,
     recharge_type_in: Optional[str] = None,
+    recharge_type_ne: Optional[str] = None,
     status: Optional[str] = None,
     status_in: Optional[str] = None,
     apply_date_from: Optional[date] = None,
@@ -555,6 +556,7 @@ def list_applies(
         license_plate=license_plate,
         recharge_type=recharge_type,
         recharge_type_in=recharge_type_in,
+        recharge_type_ne=recharge_type_ne,
         status=status,
         status_in=status_in,
         apply_date_from=apply_date_from,
@@ -854,6 +856,7 @@ def list_records(
     *,
     q: Optional[str] = None,
     recharge_type: Optional[str] = None,
+    recharge_type_ne: Optional[str] = None,
     recharge_date_from: Optional[date] = None,
     recharge_date_to: Optional[date] = None,
     gas_station: Optional[str] = None,
@@ -875,6 +878,10 @@ def list_records(
         )
     if recharge_type:
         query = query.filter(PlVehicleRechargeRecord.recharge_type == recharge_type)
+    if recharge_type_ne and str(recharge_type_ne).strip():
+        query = query.filter(
+            PlVehicleRechargeRecord.recharge_type != str(recharge_type_ne).strip()
+        )
     if recharge_date_from:
         query = query.filter(PlVehicleRechargeRecord.recharge_date >= recharge_date_from)
     if recharge_date_to:
@@ -937,6 +944,7 @@ def list_disburse_board(
     license_plate: Optional[str] = None,
     recharge_type: Optional[str] = None,
     recharge_type_in: Optional[str] = None,
+    recharge_type_ne: Optional[str] = None,
     apply_status: Optional[str] = None,
     apply_status_in: Optional[str] = None,
     apply_date_from: Optional[date] = None,
@@ -997,6 +1005,7 @@ def list_disburse_board(
         license_plate=license_plate,
         recharge_type=recharge_type,
         recharge_type_in=recharge_type_in,
+        recharge_type_ne=recharge_type_ne,
         apply_status=apply_status,
         apply_status_in=apply_status_in,
         apply_date_from=apply_date_from,
@@ -1124,7 +1133,7 @@ def update_record(
                     ),
                     nodes[-1] if nodes else None,
                 )
-                old_apply.status = "in_approval"
+                old_apply.status = "pending"
                 old_apply.current_node = disburse.id if disburse else None
             else:
                 old_apply.status = "pending"
@@ -1193,7 +1202,7 @@ def delete_records(
                         ),
                         nodes[-1] if nodes else None,
                     )
-                    apply.status = "in_approval"
+                    apply.status = "pending"
                     apply.current_node = disburse.id if disburse else None
                 else:
                     apply.status = "pending"

backend/scripts/backfill_pl_cert_customer_category.py

@@ -0,0 +1,302 @@
+#!/usr/bin/env python3
+"""回填购买证/运输证的客户与证用品类（客户+品类额度改造）。
+
+对已有证件：
+  1. 按证面品名 product_name_on_cert 去重创建 pl_cert_category（已存在同名则复用）
+  2. 购买证 category_id ← 与证面品名同名的品类
+  3. 购买证 customer_id ← buyer_name 精确匹配 crm_customer.customer_name
+  4. 运输证 customer_id ← 优先非内部客户的收货方 consignee_name，否则 shipper_name
+  5. 可选：品类关联系统产品（仅 product_name 与品类名完全一致）
+
+不自动：
+  - 模糊归并「硫酸」与「98% 工业硫酸」为同一品类（需人工合并）
+  - 模糊挂接相近产品名（默认只精确匹配；可用 --link-exact-products）
+
+用法：
+  cd backend && source venv/bin/activate
+  PYTHONPATH=. python scripts/backfill_pl_cert_customer_category.py --dry-run
+  PYTHONPATH=. python scripts/backfill_pl_cert_customer_category.py --apply
+  PYTHONPATH=. python scripts/backfill_pl_cert_customer_category.py --apply --link-exact-products
+
+环境：读取 backend/.env 的 DATABASE_URL（可用 ENV_FILE 覆盖路径）。
+"""
+from __future__ import annotations
+
+import argparse
+import os
+import sys
+from datetime import datetime
+from pathlib import Path
+from typing import Dict, Optional, Tuple
+from urllib.parse import unquote, urlparse
+from uuid import uuid4
+
+BACKEND_ROOT = Path(__file__).resolve().parents[1]
+if str(BACKEND_ROOT) not in sys.path:
+    sys.path.insert(0, str(BACKEND_ROOT))
+
+INTERNAL_HINTS = ('山峡', '云栋')
+
+
+def load_database_url() -> str:
+    env_file = os.environ.get('ENV_FILE') or str(BACKEND_ROOT / '.env')
+    text = Path(env_file).read_text(encoding='utf-8')
+    for line in text.splitlines():
+        line = line.strip()
+        if not line or line.startswith('#'):
+            continue
+        if line.startswith('DATABASE_URL='):
+            return line.split('=', 1)[1].strip().strip('"').strip("'")
+    raise SystemExit(f'DATABASE_URL not found in {env_file}')
+
+
+def connect():
+    import pymysql
+
+    raw = load_database_url().replace('mysql+pymysql://', 'mysql://', 1)
+    p = urlparse(raw)
+    return pymysql.connect(
+        host=p.hostname or '127.0.0.1',
+        port=p.port or 3306,
+        user=unquote(p.username or ''),
+        password=unquote(p.password or ''),
+        database=(p.path or '/').lstrip('/'),
+        charset='utf8mb4',
+        autocommit=False,
+    )
+
+
+def is_internal_name(name: Optional[str]) -> bool:
+    text = (name or '').strip()
+    return any(h in text for h in INTERNAL_HINTS)
+
+
+def normalize_name(value: Optional[str]) -> str:
+    return (value or '').strip()
+
+
+def main() -> int:
+    parser = argparse.ArgumentParser(description='Backfill cert customer_id / category_id')
+    mode = parser.add_mutually_exclusive_group(required=True)
+    mode.add_argument('--dry-run', action='store_true', help='只打印计划，不写库')
+    mode.add_argument('--apply', action='store_true', help='写入数据库')
+    parser.add_argument('--tenant', default='shanxia2.0', help='租户编号')
+    parser.add_argument(
+        '--link-exact-products',
+        action='store_true',
+        help='把品类名与 CRM 产品名完全一致的产品写入 pl_cert_category_product',
+    )
+    args = parser.parse_args()
+    apply = bool(args.apply)
+    tenant = args.tenant
+    now = datetime.now().replace(microsecond=0)
+
+    conn = connect()
+    cur = conn.cursor()
+    try:
+        # --- load customers ---
+        cur.execute(
+            "SELECT id, customer_name FROM crm_customer WHERE tenant_no=%s AND del_flag=0",
+            (tenant,),
+        )
+        customer_by_name: Dict[str, str] = {}
+        dup_names = set()
+        for cid, cname in cur.fetchall():
+            key = normalize_name(cname)
+            if not key:
+                continue
+            if key in customer_by_name and customer_by_name[key] != cid:
+                dup_names.add(key)
+            else:
+                customer_by_name[key] = cid
+        for key in dup_names:
+            customer_by_name.pop(key, None)
+
+        # --- existing categories ---
+        cur.execute(
+            "SELECT id, category_name FROM pl_cert_category WHERE tenant_no=%s AND del_flag=0",
+            (tenant,),
+        )
+        category_by_name = {normalize_name(n): i for i, n in cur.fetchall()}
+
+        # --- distinct cert face names ---
+        cur.execute(
+            """
+            SELECT DISTINCT product_name_on_cert FROM (
+              SELECT product_name_on_cert FROM pl_purchase_cert
+               WHERE tenant_no=%s AND del_flag=0
+              UNION
+              SELECT product_name_on_cert FROM pl_transport_cert
+               WHERE tenant_no=%s AND del_flag=0
+            ) t WHERE product_name_on_cert IS NOT NULL AND TRIM(product_name_on_cert) <> ''
+            """,
+            (tenant, tenant),
+        )
+        face_names = [normalize_name(r[0]) for r in cur.fetchall() if normalize_name(r[0])]
+
+        print(f'tenant={tenant} apply={apply} face_names={face_names}')
+        print(f'crm_customers={len(customer_by_name)} ambiguous_names={sorted(dup_names)[:10]}')
+
+        created_categories = []
+        for name in face_names:
+            if name in category_by_name:
+                continue
+            cid = str(uuid4())
+            created_categories.append((cid, name))
+            category_by_name[name] = cid
+            print(f'  [category+] {name} -> {cid}')
+            if apply:
+                cur.execute(
+                    """
+                    INSERT INTO pl_cert_category
+                      (id, category_name, status, tenant_no, create_dept_id, create_time, update_time, del_flag)
+                    VALUES (%s,%s,'1',%s,'',%s,%s,0)
+                    """,
+                    (cid, name, tenant, now, now),
+                )
+
+        # --- purchase backfill ---
+        cur.execute(
+            """
+            SELECT id, cert_no, product_name_on_cert, buyer_name, customer_id, category_id, status
+            FROM pl_purchase_cert WHERE tenant_no=%s AND del_flag=0
+            """,
+            (tenant,),
+        )
+        purchase_rows = cur.fetchall()
+        purchase_ok = purchase_miss_customer = purchase_miss_category = 0
+        for pid, cert_no, face, buyer, cust_id, cat_id, status in purchase_rows:
+            face_n = normalize_name(face)
+            buyer_n = normalize_name(buyer)
+            new_cat = category_by_name.get(face_n)
+            new_cust = customer_by_name.get(buyer_n)
+            updates = {}
+            if not cat_id and new_cat:
+                updates['category_id'] = new_cat
+            if not cust_id and new_cust:
+                updates['customer_id'] = new_cust
+            if updates:
+                print(
+                    f'  [purchase] {cert_no} status={status} face={face_n!r} buyer={buyer_n!r} -> {updates}'
+                )
+                if apply:
+                    sets = ', '.join(f'{k}=%s' for k in updates)
+                    cur.execute(
+                        f"UPDATE pl_purchase_cert SET {sets}, update_time=%s WHERE id=%s",
+                        (*updates.values(), now, pid),
+                    )
+                purchase_ok += 1
+            if not (cust_id or updates.get('customer_id')):
+                purchase_miss_customer += 1
+                print(f'  [purchase!] {cert_no} 无法匹配客户 buyer={buyer_n!r}')
+            if not (cat_id or updates.get('category_id')):
+                purchase_miss_category += 1
+
+        # --- transport backfill ---
+        cur.execute(
+            """
+            SELECT id, cert_no, product_name_on_cert, shipper_name, consignee_name, customer_id, status
+            FROM pl_transport_cert WHERE tenant_no=%s AND del_flag=0
+            """,
+            (tenant,),
+        )
+        transport_ok = transport_miss = 0
+        for tid, cert_no, face, shipper, consignee, cust_id, status in cur.fetchall():
+            candidates = []
+            consignee_n = normalize_name(consignee)
+            shipper_n = normalize_name(shipper)
+            if consignee_n and not is_internal_name(consignee_n):
+                candidates.append(('consignee', consignee_n))
+            if shipper_n and not is_internal_name(shipper_n):
+                candidates.append(('shipper', shipper_n))
+            if not candidates:
+                if consignee_n:
+                    candidates.append(('consignee', consignee_n))
+                elif shipper_n:
+                    candidates.append(('shipper', shipper_n))
+            new_cust = None
+            picked = None
+            for role, name in candidates:
+                hit = customer_by_name.get(name)
+                if hit:
+                    new_cust = hit
+                    picked = (role, name)
+                    break
+            if not cust_id and new_cust:
+                print(
+                    f'  [transport] {cert_no} status={status} via {picked} -> customer_id={new_cust}'
+                )
+                if apply:
+                    cur.execute(
+                        "UPDATE pl_transport_cert SET customer_id=%s, update_time=%s WHERE id=%s",
+                        (new_cust, now, tid),
+                    )
+                transport_ok += 1
+            elif not cust_id:
+                transport_miss += 1
+                print(
+                    f'  [transport!] {cert_no} 无法匹配客户 consignee={consignee_n!r} shipper={shipper_n!r}'
+                )
+
+        # --- optional exact product links ---
+        product_links = 0
+        if args.link_exact_products:
+            cur.execute(
+                "SELECT id, product_name FROM crm_product WHERE tenant_no=%s AND del_flag=0",
+                (tenant,),
+            )
+            products_by_name: Dict[str, list] = {}
+            for prid, pname in cur.fetchall():
+                key = normalize_name(pname)
+                products_by_name.setdefault(key, []).append(prid)
+            for cname, category_id in category_by_name.items():
+                ids = products_by_name.get(cname) or []
+                if len(ids) != 1:
+                    if ids:
+                        print(f'  [product?] 品类 {cname!r} 精确匹配到 {len(ids)} 个产品，跳过')
+                    continue
+                product_id = ids[0]
+                cur.execute(
+                    """
+                    SELECT id FROM pl_cert_category_product
+                    WHERE tenant_no=%s AND category_id=%s AND product_id=%s AND del_flag=0
+                    """,
+                    (tenant, category_id, product_id),
+                )
+                if cur.fetchone():
+                    continue
+                print(f'  [product+] 品类 {cname!r} <-> product {product_id}')
+                product_links += 1
+                if apply:
+                    cur.execute(
+                        """
+                        INSERT INTO pl_cert_category_product
+                          (id, category_id, product_id, scope_status, tenant_no, create_dept_id,
+                           create_time, update_time, del_flag)
+                        VALUES (%s,%s,%s,'active',%s,'',%s,%s,0)
+                        """,
+                        (str(uuid4()), category_id, product_id, tenant, now, now),
+                    )
+
+        print('--- summary ---')
+        print(f'categories_created={len(created_categories)}')
+        print(f'purchase_updated={purchase_ok} miss_customer={purchase_miss_customer} miss_category={purchase_miss_category}')
+        print(f'transport_updated={transport_ok} miss_customer={transport_miss}')
+        print(f'product_links={product_links}')
+        if apply:
+            conn.commit()
+            print('COMMITTED')
+        else:
+            conn.rollback()
+            print('DRY-RUN (rolled back)')
+        return 0
+    except Exception:
+        conn.rollback()
+        raise
+    finally:
+        cur.close()
+        conn.close()
+
+
+if __name__ == '__main__':
+    raise SystemExit(main())

backend/scripts/seed_pl_customer_cert_test_data.py

@@ -0,0 +1,356 @@
+#!/usr/bin/env python3
+"""为客户+品类证件额度联调造数（测试库）。
+
+造：客户、报价（accepted）、合同（executing）+ 合同产品、
+    2 张购买证（10吨早到期 / 100吨晚到期）、2 张运输证（引用对应购买证）、期初 opening、
+    品类↔种子产品关联（否则新规则选证会因「产品未配置证用品类」失败）。
+
+用法：
+  cd backend && source venv/bin/activate
+  PYTHONPATH=. python scripts/seed_pl_customer_cert_test_data.py --dry-run
+  PYTHONPATH=. python scripts/seed_pl_customer_cert_test_data.py --apply
+"""
+from __future__ import annotations
+
+import argparse
+import json
+import os
+import sys
+from datetime import date, datetime, timedelta
+from decimal import Decimal
+from pathlib import Path
+from urllib.parse import unquote, urlparse
+from uuid import uuid4
+
+BACKEND_ROOT = Path(__file__).resolve().parents[1]
+TENANT = 'shanxia2.0'
+# 固定前缀，便于识别/清理
+TAG = 'PL-CERT-SEED-20261114'
+CUSTOMER_NAME = 'PL证件额度测试客户'
+PRODUCT_ID = '339E64E02E7C41F3A04AACCE71E699BE'  # 98% 工业硫酸 is_toxic=1 on
+OWNER_USER_ID = '02584218205246EEB5F2AC96DF465A9D'
+OWNER_NAME = '方金强'
+SELLER = '安庆市山峡化工有限公司'
+VEHICLE = '皖A9TEST1'
+
+
+def load_url():
+    env_file = os.environ.get('ENV_FILE') or str(BACKEND_ROOT / '.env')
+    for line in Path(env_file).read_text(encoding='utf-8').splitlines():
+        if line.startswith('DATABASE_URL='):
+            return line.split('=', 1)[1].strip().strip('"').strip("'")
+    raise SystemExit('DATABASE_URL missing')
+
+
+def connect():
+    import pymysql
+    raw = load_url().replace('mysql+pymysql://', 'mysql://', 1)
+    p = urlparse(raw)
+    return pymysql.connect(
+        host=p.hostname, port=p.port or 3306,
+        user=unquote(p.username or ''), password=unquote(p.password or ''),
+        database=(p.path or '/').lstrip('/'), charset='utf8mb4', autocommit=False,
+    )
+
+
+def uid(suffix: str) -> str:
+    # 稳定 ID，重复执行可先删再插
+    return f'{TAG}-{suffix}'
+
+
+def main() -> int:
+    parser = argparse.ArgumentParser()
+    g = parser.add_mutually_exclusive_group(required=True)
+    g.add_argument('--dry-run', action='store_true')
+    g.add_argument('--apply', action='store_true')
+    args = parser.parse_args()
+    apply = args.apply
+    now = datetime.now().replace(microsecond=0)
+    today = date.today()
+
+    ids = {
+        'customer': uid('customer'),
+        'quote': uid('quote'),
+        'quote_product': uid('quote-prod'),
+        'contract': uid('contract'),
+        'contract_product': uid('contract-prod'),
+        'purchase_early': uid('purchase-10t'),
+        'purchase_late': uid('purchase-100t'),
+        'transport_early': uid('transport-10t'),
+        'transport_late': uid('transport-100t'),
+        'ref_early': uid('ref-10t'),
+        'ref_late': uid('ref-100t'),
+        'open_pe': uid('open-p-10t'),
+        'open_pl': uid('open-p-100t'),
+        'open_te': uid('open-t-10t'),
+        'open_tl': uid('open-t-100t'),
+    }
+
+    conn = connect()
+    cur = conn.cursor()
+    try:
+        # category for 98% 工业硫酸
+        cur.execute(
+            "SELECT id FROM pl_cert_category WHERE tenant_no=%s AND del_flag=0 AND category_name=%s",
+            (TENANT, '98% 工业硫酸'),
+        )
+        row = cur.fetchone()
+        if not row:
+            raise SystemExit('缺少品类「98% 工业硫酸」，请先跑 backfill 或手工创建')
+        category_id = row[0]
+
+        cur.execute(
+            "SELECT product_no, product_name, unit, COALESCE(price,1000) FROM crm_product WHERE id=%s AND del_flag=0",
+            (PRODUCT_ID,),
+        )
+        prod = cur.fetchone()
+        if not prod:
+            raise SystemExit(f'产品不存在: {PRODUCT_ID}')
+        product_no, product_name, unit, price = prod
+        price = Decimal(price)
+        qty = Decimal('100')
+        subtotal = (price * qty).quantize(Decimal('0.01'))
+
+        print('=== seed plan ===')
+        print(f'customer={CUSTOMER_NAME} id={ids["customer"]}')
+        print(f'product={product_name} ({PRODUCT_ID}) toxic unit={unit}')
+        print(f'category_id={category_id}')
+        print(f'vehicle={VEHICLE}')
+        print(f'purchase early 10 / late 100 ; transport pair each')
+        ids['category_product'] = uid('cat-prod')
+
+        # cleanup previous seed with same ids
+        cleanup_tables = [
+            ('pl_cert_qty_log', 'id', [ids['open_pe'], ids['open_pl'], ids['open_te'], ids['open_tl']]),
+            ('pl_transport_cert_purchase_ref', 'id', [ids['ref_early'], ids['ref_late']]),
+            ('pl_transport_cert', 'id', [ids['transport_early'], ids['transport_late']]),
+            ('pl_purchase_cert', 'id', [ids['purchase_early'], ids['purchase_late']]),
+            ('pl_cert_category_product', 'id', [ids['category_product']]),
+            ('crm_contract_product', 'id', [ids['contract_product']]),
+            ('crm_contract', 'id', [ids['contract']]),
+            ('crm_quote_product', 'id', [ids['quote_product']]),
+            ('crm_quote', 'id', [ids['quote']]),
+            ('crm_customer', 'id', [ids['customer']]),
+        ]
+        for table, col, values in cleanup_tables:
+            for vid in values:
+                cur.execute(f"DELETE FROM {table} WHERE {col}=%s", (vid,))
+
+        # customer
+        cur.execute(
+            """
+            INSERT INTO crm_customer
+              (id, customer_no, customer_name, status, deal_status, owner_user_id, owner_user_name,
+               tenant_no, create_dept_id, create_by, create_time, update_time, del_flag)
+            VALUES (%s,%s,%s,'normal','undeal',%s,%s,%s,'',%s,%s,%s,0)
+            """,
+            (ids['customer'], f'C-{TAG}', CUSTOMER_NAME, OWNER_USER_ID, OWNER_NAME,
+             TENANT, OWNER_USER_ID, now, now),
+        )
+        print('+ customer')
+
+        # quote
+        quote_no = f'BJ-{TAG}'
+        cur.execute(
+            """
+            INSERT INTO crm_quote
+              (id, quote_no, quote_title, quote_type, customer_id, customer_name,
+               owner_user_id, version, is_latest, total_amount, final_amount,
+               quote_date, expire_date, status, tenant_no, create_dept_id, create_by,
+               create_time, update_time, del_flag)
+            VALUES (%s,%s,%s,'sales',%s,%s,%s,1,1,%s,%s,%s,%s,'accepted',%s,'',%s,%s,%s,0)
+            """,
+            (ids['quote'], quote_no, f'{CUSTOMER_NAME}-硫酸报价', ids['customer'], CUSTOMER_NAME,
+             OWNER_USER_ID, subtotal, subtotal, today, today + timedelta(days=30),
+             TENANT, OWNER_USER_ID, now, now),
+        )
+        cur.execute(
+            """
+            INSERT INTO crm_quote_product
+              (id, quote_id, product_id, product_name, product_no, unit, quantity, price, discount,
+               subtotal, sort, tenant_no, create_dept_id, create_by, create_time, update_time, del_flag)
+            VALUES (%s,%s,%s,%s,%s,%s,%s,%s,100,%s,1,%s,'',%s,%s,%s,0)
+            """,
+            (ids['quote_product'], ids['quote'], PRODUCT_ID, product_name, product_no, unit,
+             qty, price, subtotal, TENANT, OWNER_USER_ID, now, now),
+        )
+        print('+ quote', quote_no)
+
+        # contract
+        contract_no = f'HT-{TAG}'
+        cur.execute(
+            """
+            INSERT INTO crm_contract
+              (id, contract_no, contract_name, customer_id, customer_name, quote_id,
+               contract_type, amount, currency, tax_rate, status, supplier_id,
+               party_a, party_b, start_date, end_date, sign_date,
+               tenant_no, create_dept_id, create_by, create_time, update_time, del_flag)
+            VALUES (%s,%s,%s,%s,%s,%s,'sale',%s,'CNY',13,'executing','1',%s,%s,%s,%s,%s,
+                    %s,'',%s,%s,%s,0)
+            """,
+            (ids['contract'], contract_no, f'{CUSTOMER_NAME}-购销合同', ids['customer'], CUSTOMER_NAME,
+             ids['quote'], subtotal, SELLER, CUSTOMER_NAME, today, today + timedelta(days=365), today,
+             TENANT, OWNER_USER_ID, now, now),
+        )
+        cur.execute(
+            """
+            INSERT INTO crm_contract_product
+              (id, contract_id, product_id, product_name, product_no, unit, quantity, price,
+               tax_rate, subtotal, delivery_status, tenant_no, create_dept_id, create_by,
+               create_time, update_time, del_flag)
+            VALUES (%s,%s,%s,%s,%s,%s,%s,%s,13,%s,'pending',%s,'',%s,%s,%s,0)
+            """,
+            (ids['contract_product'], ids['contract'], PRODUCT_ID, product_name, product_no, unit,
+             qty, price, subtotal, TENANT, OWNER_USER_ID, now, now),
+        )
+        print('+ contract', contract_no, 'product_row', ids['contract_product'])
+
+        # 品类 ↔ 种子产品（选证按产品反查品类；缺关联则安排必败）
+        cur.execute(
+            """
+            INSERT INTO pl_cert_category_product
+              (id, category_id, product_id, scope_status,
+               tenant_no, create_dept_id, create_by, create_time, update_time, del_flag)
+            VALUES (%s,%s,%s,'active',%s,'',%s,%s,%s,0)
+            """,
+            (ids['category_product'], category_id, PRODUCT_ID, TENANT, OWNER_USER_ID, now, now),
+        )
+        print('+ category_product', PRODUCT_ID, '->', category_id)
+
+        def insert_purchase(pid, cert_no, total, valid_to, face='98% 工业硫酸'):
+            cur.execute(
+                """
+                INSERT INTO pl_purchase_cert
+                  (id, cert_no, issue_date, product_name_on_cert, total_qty, quantity_unit,
+                   valid_from, valid_to, valid_use_text, entry_mode, status,
+                   verified_by, verified_time, reserved_qty, used_qty, opening_single_use_consumed,
+                   revision, buyer_name, seller_name, customer_id, category_id,
+                   tenant_no, create_dept_id, create_by, create_time, update_time, del_flag)
+                VALUES (%s,%s,%s,%s,%s,'dun',%s,%s,'多次有效','manual','active',
+                        %s,%s,0,0,0,1,%s,%s,%s,%s,%s,'',%s,%s,%s,0)
+                """,
+                (pid, cert_no, today, face, Decimal(total), today, valid_to,
+                 OWNER_USER_ID, now, CUSTOMER_NAME, SELLER, ids['customer'], category_id,
+                 TENANT, OWNER_USER_ID, now, now),
+            )
+            op = str(uuid4())
+            cur.execute(
+                """
+                INSERT INTO pl_cert_qty_log
+                  (id, operation_id, request_hash, cert_type, cert_id, event_type, quantity_unit,
+                   total_delta, reserved_delta, used_delta,
+                   before_total_qty, after_total_qty, before_reserved_qty, after_reserved_qty,
+                   before_used_qty, after_used_qty, reason, tenant_no, create_dept_id, create_by,
+                   create_time, update_time, del_flag)
+                VALUES (%s,%s,%s,'purchase',%s,'opening','dun',
+                        0,0,0,%s,%s,0,0,0,0,'seed opening',%s,'',%s,%s,%s,0)
+                """,
+                (str(uuid4()) if pid.endswith('10t') else str(uuid4()), op, op, pid,
+                 Decimal(total), Decimal(total), TENANT, OWNER_USER_ID, now, now),
+            )
+
+        # fix opening ids to stable ones
+        def insert_opening(log_id, cert_type, cert_id, total):
+            op = log_id
+            cur.execute(
+                """
+                INSERT INTO pl_cert_qty_log
+                  (id, operation_id, request_hash, cert_type, cert_id, event_type, quantity_unit,
+                   total_delta, reserved_delta, used_delta,
+                   before_total_qty, after_total_qty, before_reserved_qty, after_reserved_qty,
+                   before_used_qty, after_used_qty, reason, tenant_no, create_dept_id, create_by,
+                   create_time, update_time, del_flag)
+                VALUES (%s,%s,%s,%s,%s,'opening','dun',
+                        0,0,0,%s,%s,0,0,0,0,'seed opening',%s,'',%s,%s,%s,0)
+                """,
+                (log_id, op, op, cert_type, cert_id, Decimal(total), Decimal(total),
+                 TENANT, OWNER_USER_ID, now, now),
+            )
+
+        # rewrite purchase insert without nested opening
+        def insert_purchase2(pid, cert_no, total, valid_to, open_id):
+            cur.execute(
+                """
+                INSERT INTO pl_purchase_cert
+                  (id, cert_no, issue_date, product_name_on_cert, total_qty, quantity_unit,
+                   valid_from, valid_to, valid_use_text, entry_mode, status,
+                   verified_by, verified_time, reserved_qty, used_qty, opening_single_use_consumed,
+                   revision, buyer_name, seller_name, customer_id, category_id,
+                   tenant_no, create_dept_id, create_by, create_time, update_time, del_flag, remark)
+                VALUES (%s,%s,%s,'98%% 工业硫酸',%s,'dun',%s,%s,'多次有效','manual','active',
+                        %s,%s,0,0,0,1,%s,%s,%s,%s,%s,'',%s,%s,%s,0,%s)
+                """,
+                (pid, cert_no, today, Decimal(total), today, valid_to,
+                 OWNER_USER_ID, now, CUSTOMER_NAME, SELLER, ids['customer'], category_id,
+                 TENANT, OWNER_USER_ID, now, now, TAG),
+            )
+            insert_opening(open_id, 'purchase', pid, total)
+
+        def insert_transport2(tid, cert_no, total, valid_to, open_id, purchase_id, ref_id):
+            plates = json.dumps([VEHICLE], ensure_ascii=False)
+            cur.execute(
+                """
+                INSERT INTO pl_transport_cert
+                  (id, cert_no, issue_date, product_name_on_cert, total_qty, quantity_unit,
+                   valid_from, valid_to, valid_use_text, entry_mode, status,
+                   verified_by, verified_time, reserved_qty, used_qty, opening_single_use_consumed,
+                   revision, shipper_name, consignee_name, vehicle_numbers_json, customer_id,
+                   tenant_no, create_dept_id, create_by, create_time, update_time, del_flag, remark)
+                VALUES (%s,%s,%s,'98%% 工业硫酸',%s,'dun',%s,%s,'多次有效','manual','active',
+                        %s,%s,0,0,0,1,%s,%s,%s,%s,%s,'',%s,%s,%s,0,%s)
+                """,
+                (tid, cert_no, today, Decimal(total), today, valid_to,
+                 OWNER_USER_ID, now, SELLER, CUSTOMER_NAME, plates, ids['customer'],
+                 TENANT, OWNER_USER_ID, now, now, TAG),
+            )
+            insert_opening(open_id, 'transport', tid, total)
+            cur.execute(
+                """
+                INSERT INTO pl_transport_cert_purchase_ref
+                  (id, transport_cert_id, reference_type, reference_no, purchase_cert_id,
+                   tenant_no, create_dept_id, create_by, create_time, update_time, del_flag)
+                VALUES (%s,%s,'purchase_permit',%s,%s,%s,'',%s,%s,%s,0)
+                """,
+                (ref_id, tid, cert_no.replace('Y-', 'G-'), purchase_id, TENANT, OWNER_USER_ID, now, now),
+            )
+
+        early_to = today + timedelta(days=30)
+        late_to = today + timedelta(days=180)
+        insert_purchase2(ids['purchase_early'], f'G-{TAG}-10T', 10, early_to, ids['open_pe'])
+        insert_purchase2(ids['purchase_late'], f'G-{TAG}-100T', 100, late_to, ids['open_pl'])
+        insert_transport2(
+            ids['transport_early'], f'Y-{TAG}-10T', 10, early_to, ids['open_te'],
+            ids['purchase_early'], ids['ref_early'],
+        )
+        insert_transport2(
+            ids['transport_late'], f'Y-{TAG}-100T', 100, late_to, ids['open_tl'],
+            ids['purchase_late'], ids['ref_late'],
+        )
+        print('+ purchase x2 + transport x2 + opening + refs')
+
+        print('--- ids ---')
+        for k, v in ids.items():
+            print(f'{k}: {v}')
+        print('--- how to test ---')
+        print(f'1. 证用品类「98% 工业硫酸」关联产品 {PRODUCT_ID}（{product_name}）')
+        print(f'2. 新建运输计划：客户={CUSTOMER_NAME}，产品用上述合同行')
+        print(f'3. 安排车辆请用车号 {VEHICLE}（或把运输证车号改成你的车）')
+        print('4. 测规则A：计划量 50 吨时，应跳过 10 吨早到期证，选用 100 吨证')
+
+        if apply:
+            conn.commit()
+            print('COMMITTED')
+        else:
+            conn.rollback()
+            print('DRY-RUN rolled back')
+        return 0
+    except Exception:
+        conn.rollback()
+        raise
+    finally:
+        cur.close()
+        conn.close()
+
+
+if __name__ == '__main__':
+    raise SystemExit(main())

backend/tests/test_pl_customer_cert_quota.py

@@ -0,0 +1,465 @@
+"""客户+品类证件额度：切点、列表默认过滤、齐备语义、整笔选证。"""
+from datetime import date, datetime
+from decimal import Decimal
+from types import SimpleNamespace
+from unittest.mock import MagicMock
+
+import pytest
+from fastapi import HTTPException
+
+
+def test_assert_rule_not_configured_blocks_arrange():
+    from app.services import pl_cert_quota_rule_config_service as cfg
+
+    db = MagicMock()
+    db.query.return_value.filter_by.return_value.first.return_value = None
+    with pytest.raises(HTTPException) as exc:
+        cfg.assert_cert_quota_rule_configured(db, 't1')
+    assert exc.value.status_code == 409
+    assert '系统信息' in str(exc.value.detail)
+
+
+def test_resolve_rule_version_by_effective_at():
+    from app.services import pl_cert_quota_rule_config_service as cfg
+
+    db = MagicMock()
+    row = SimpleNamespace(effective_at=datetime(2026, 11, 14, 0, 0, 0))
+    db.query.return_value.filter_by.return_value.first.return_value = row
+    assert cfg.resolve_rule_version_for_create(db, 't', datetime(2026, 11, 13)) == 'legacy'
+    assert cfg.resolve_rule_version_for_create(db, 't', datetime(2026, 11, 14)) == 'customer_category'
+    db.query.return_value.filter_by.return_value.first.return_value = None
+    assert cfg.resolve_rule_version_for_create(db, 't', datetime(2026, 11, 20)) == 'legacy'
+
+
+def test_apply_plan_quota_new_rule_waive_skips_reserve_not_settle(monkeypatch):
+    from app.services import pl_quota_business as biz
+
+    plan = SimpleNamespace(
+        id='p1',
+        quota_cert_waived=1,
+        quota_cert_pending_fulfill=1,
+        cert_quota_rule_version='customer_category',
+        cert_configuration={},
+    )
+    called = {}
+
+    def fake_assert(*a, **k):
+        called['assert'] = True
+
+    monkeypatch.setattr('app.services.pl_quota_waiver.assert_waived_sources', fake_assert)
+    monkeypatch.setattr(
+        'app.services.pl_cert_quota_rule_config_service.plan_uses_customer_category',
+        lambda p: True,
+    )
+
+    result = biz.apply_plan_quota(MagicMock(), SimpleNamespace(id='u'), plan, 'reserve', None)
+    assert result.get('waived') is True
+    assert called.get('assert') is True
+
+    with pytest.raises(HTTPException) as exc:
+        biz.apply_plan_quota(MagicMock(), SimpleNamespace(id='u'), plan, 'settle', None)
+    assert '待完善' in str(exc.value.detail)
+
+
+def test_list_certs_default_excludes_closed_void(monkeypatch):
+    from app.services import pl_quota_cert_service as svc
+
+    class Col:
+        def __init__(self, name):
+            self.name = name
+
+    class FakeModel:
+        __tablename__ = 'pl_purchase_cert'
+        tenant_no = SimpleNamespace()
+        del_flag = 0
+        status = SimpleNamespace(notin_=lambda *a, **k: 'STATUS_FILTER')
+        create_time = SimpleNamespace(desc=lambda: 'DESC')
+        cert_no = seller_name = buyer_name = SimpleNamespace(contains=lambda *a, **k: True)
+        __table__ = SimpleNamespace(columns=[Col('id'), Col('status')])
+
+        @staticmethod
+        def id():
+            return 'id'
+
+    class Query:
+        def __init__(self):
+            self.filters = []
+
+        def filter(self, *a, **k):
+            self.filters.extend(a)
+            return self
+
+        def filter_by(self, **k):
+            return self
+
+        def order_by(self, *a):
+            return self
+
+        def all(self):
+            return []
+
+    q = Query()
+    db = MagicMock()
+    db.query.return_value = q
+    monkeypatch.setattr(svc, '_model', lambda t: FakeModel)
+    monkeypatch.setattr(svc, 'apply_pl_scope', lambda query, *a, **k: query)
+    monkeypatch.setattr(svc, 'get_cert', lambda *a, **k: {})
+    svc.list_certs(db, SimpleNamespace(tenant_no='t'), 'purchase')
+    assert any(f == 'STATUS_FILTER' for f in q.filters)
+
+
+def test_whole_cover_skips_insufficient_earlier_purchase():
+    """规则 A：早到期 10 吨不够则跳过，选用晚到期够量的证。"""
+    from app.services import pl_quota_customer_select as sel
+    from app.schemas.pl.quota_usage import UsageSource
+
+    source = UsageSource(
+        source_stop_type='delivery',
+        source_stop_id='s1',
+        source_stop_product_id='sp1',
+        plan_product_id='pp1',
+        contract_id='c1',
+        contract_product_id='cp1',
+        product_id='prod1',
+        quantity=Decimal('50'),
+        unit='吨',
+        fingerprint='x' * 64,
+        snapshot={'customerId': 'cust1'},
+        requires_transport=False,
+    )
+
+    early = SimpleNamespace(
+        id='buy-early', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=date(2026, 12, 1),
+        total_qty=Decimal('10'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0,
+    )
+    late = SimpleNamespace(
+        id='buy-late', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=date(2027, 6, 1),
+        total_qty=Decimal('100'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0,
+    )
+
+    class PurchaseQuery:
+        def filter(self, *a, **k):
+            return self
+
+        def order_by(self, *a, **k):
+            return self
+
+        def all(self):
+            return [early, late]
+
+    class LogQuery:
+        def filter_by(self, **k):
+            return self
+
+        def first(self):
+            return SimpleNamespace(id='opening')
+
+    db = MagicMock()
+
+    def query(model):
+        name = getattr(model, '__name__', str(model))
+        if 'Purchase' in name or model is early.__class__:
+            return PurchaseQuery()
+        return LogQuery()
+
+    # route by model class name via side_effect
+    from app.models.pl_quota_models import PlPurchaseCert, PlCertQtyLog
+
+    def q_side(model):
+        if model is PlPurchaseCert:
+            return PurchaseQuery()
+        if model is PlCertQtyLog:
+            return LogQuery()
+        return MagicMock()
+
+    db.query.side_effect = q_side
+    user = SimpleNamespace(tenant_no='t')
+
+    import app.services.pl_quota_customer_select as mod
+    orig_cat = mod.category_ids_for_product
+    mod.category_ids_for_product = lambda db, tenant, pid: {'cat1'}
+    try:
+        purchase_ids, transport_ids, manuals = sel.select_whole_cover_certs(
+            db, user, [source], vehicle_no='皖A12345', on_date=date(2026, 11, 14),
+        )
+    finally:
+        mod.category_ids_for_product = orig_cat
+
+    assert purchase_ids == ['buy-late']
+    assert transport_ids == []
+    assert len(manuals) == 1
+    assert manuals[0].permit_id == 'buy-late'
+    assert manuals[0].permit_quantity == Decimal('50')
+
+
+def test_save_configuration_blocked_for_customer_category(monkeypatch):
+    from app.services import pl_quota_planning as planning
+    from app.schemas.pl.quota_planning import PlanQuotaConfiguration
+
+    plan = SimpleNamespace(
+        id='p1',
+        cert_quota_rule_version='customer_category',
+        transport_status='pending_arrange',
+        archive_status='none',
+        cert_configuration={},
+    )
+    monkeypatch.setattr(planning, '_plan', lambda *a, **k: plan)
+    with pytest.raises(HTTPException) as exc:
+        planning.save_configuration(
+            MagicMock(),
+            SimpleNamespace(id='u', tenant_no='t', dept_id=''),
+            'p1',
+            PlanQuotaConfiguration(),
+        )
+    assert exc.value.status_code == 409
+    assert '自动选证' in str(exc.value.detail)
+
+
+def test_legacy_waive_still_skips_settle(monkeypatch):
+    from app.services import pl_quota_business as biz
+
+    plan = SimpleNamespace(
+        id='p1',
+        quota_cert_waived=1,
+        quota_cert_pending_fulfill=0,
+        cert_quota_rule_version='legacy',
+        cert_configuration={},
+    )
+    monkeypatch.setattr(
+        'app.services.pl_cert_quota_rule_config_service.plan_uses_customer_category',
+        lambda p: False,
+    )
+    monkeypatch.setattr('app.services.pl_quota_waiver.assert_waived_sources', lambda *a, **k: None)
+    result = biz.apply_plan_quota(MagicMock(), SimpleNamespace(id='u'), plan, 'settle', None)
+    assert result.get('waived') is True
+
+
+def test_null_valid_to_sorted_after_dated_certs():
+    """无到期日的证不能排在有到期日之前（MySQL NULL ASC 默认会错序）。"""
+    from app.services import pl_quota_customer_select as sel
+    from app.schemas.pl.quota_usage import UsageSource
+    from app.models.pl_quota_models import PlPurchaseCert, PlCertQtyLog
+
+    source = UsageSource(
+        source_stop_type='delivery',
+        source_stop_id='s1',
+        source_stop_product_id='sp1',
+        plan_product_id='pp1',
+        contract_id='c1',
+        contract_product_id='cp1',
+        product_id='prod1',
+        quantity=Decimal('10'),
+        unit='吨',
+        fingerprint='z' * 64,
+        snapshot={'customerId': 'cust1'},
+        requires_transport=False,
+    )
+    unbounded = SimpleNamespace(
+        id='buy-null', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=None,
+        total_qty=Decimal('100'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0,
+    )
+    dated = SimpleNamespace(
+        id='buy-dated', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=date(2026, 12, 1),
+        total_qty=Decimal('100'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0,
+    )
+
+    class PurchaseQuery:
+        def __init__(self):
+            self._order = None
+
+        def filter(self, *a, **k):
+            return self
+
+        def order_by(self, *exprs):
+            self._order = exprs
+            return self
+
+        def all(self):
+            # 应先按 valid_to IS NULL 升序（非空在前），再按 valid_to ASC
+            assert self._order is not None and len(self._order) >= 2
+            return [dated, unbounded]
+
+    class LogQuery:
+        def filter_by(self, **k):
+            return self
+
+        def first(self):
+            return SimpleNamespace(id='opening')
+
+    db = MagicMock()
+
+    def q_side(model):
+        if model is PlPurchaseCert:
+            return PurchaseQuery()
+        if model is PlCertQtyLog:
+            return LogQuery()
+        return MagicMock()
+
+    db.query.side_effect = q_side
+    orig = sel.category_ids_for_product
+    sel.category_ids_for_product = lambda db, tenant, pid: {'cat1'}
+    try:
+        purchase_ids, _, manuals = sel.select_whole_cover_certs(
+            db, SimpleNamespace(tenant_no='t'), [source], vehicle_no='皖A1', on_date=date(2026, 11, 14),
+        )
+    finally:
+        sel.category_ids_for_product = orig
+    assert purchase_ids == ['buy-dated']
+    assert manuals[0].permit_id == 'buy-dated'
+
+
+def test_same_city_source_skips_transport_requirement():
+    """同市来源 requires_transport=False，整笔选证可不带运输证。"""
+    from app.services import pl_quota_customer_select as sel
+    from app.schemas.pl.quota_usage import UsageSource
+    from app.models.pl_quota_models import PlPurchaseCert, PlCertQtyLog
+
+    source = UsageSource(
+        source_stop_type='delivery',
+        source_stop_id='s1',
+        source_stop_product_id='sp1',
+        plan_product_id='pp1',
+        contract_id='c1',
+        contract_product_id='cp1',
+        product_id='prod1',
+        quantity=Decimal('20'),
+        unit='吨',
+        fingerprint='y' * 64,
+        snapshot={'customerId': 'cust1', 'sameCity': 1},
+        requires_transport=False,
+    )
+    purchase = SimpleNamespace(
+        id='buy1', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=date(2027, 1, 1),
+        total_qty=Decimal('100'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0,
+    )
+
+    class PurchaseQuery:
+        def filter(self, *a, **k):
+            return self
+
+        def order_by(self, *a, **k):
+            return self
+
+        def all(self):
+            return [purchase]
+
+    class LogQuery:
+        def filter_by(self, **k):
+            return self
+
+        def first(self):
+            return SimpleNamespace(id='opening')
+
+    db = MagicMock()
+
+    def q_side(model):
+        if model is PlPurchaseCert:
+            return PurchaseQuery()
+        if model is PlCertQtyLog:
+            return LogQuery()
+        return MagicMock()
+
+    db.query.side_effect = q_side
+    orig = sel.category_ids_for_product
+    sel.category_ids_for_product = lambda db, tenant, pid: {'cat1'}
+    try:
+        purchase_ids, transport_ids, manuals = sel.select_whole_cover_certs(
+            db, SimpleNamespace(tenant_no='t'), [source], vehicle_no='皖A1', on_date=date(2026, 11, 14),
+        )
+    finally:
+        sel.category_ids_for_product = orig
+    assert purchase_ids == ['buy1']
+    assert transport_ids == []
+    assert manuals[0].permit_id == 'buy1'
+
+
+def test_candidate_context_customer_rule_skips_contract_scope(monkeypatch):
+    """新规则账本候选不以合同绑证 scope 判定适用，否则预占会误报人工分配不适用。"""
+    from datetime import date
+    from decimal import Decimal
+    from types import SimpleNamespace
+    from app.services import pl_quota_usage_service as usage
+    from app.schemas.pl.quota_usage import UsageSource
+
+    plan = SimpleNamespace(id='plan', cert_quota_rule_version='customer_category', plan_no='P1')
+    source = UsageSource(
+        source_stop_type='delivery',
+        source_stop_id='s1',
+        source_stop_product_id='sp1',
+        plan_product_id='pp1',
+        contract_id='c1',
+        contract_product_id='cp1',
+        product_id='prod1',
+        quantity=Decimal('50'),
+        unit='dun',
+        fingerprint='f' * 64,
+        snapshot={'customerId': 'cust1'},
+        requires_transport=True,
+    )
+    request = SimpleNamespace(
+        sources=[source],
+        on_date=date(2026, 11, 15),
+        vehicle_no='皖A9TEST1',
+        manual_allocations=[],
+    )
+    cert = SimpleNamespace(
+        id='buy1', status='active', verified_time=date(2026, 11, 1), verified_by='u',
+        valid_from=date(2026, 11, 1), valid_to=date(2027, 1, 1), valid_use_text='多次有效',
+        total_qty=Decimal('100'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='dun', vehicle_numbers_json=['皖A9TEST1'], opening_single_use_consumed=0,
+        revision=1, cert_no='G1',
+    )
+
+    class Q:
+        def __init__(self, row=None, rows=None):
+            self._row = row
+            self._rows = rows or ([] if row is None else [row])
+
+        def first(self):
+            return self._row
+
+        def all(self):
+            return self._rows
+
+    def fake_query(db, user, model, lock=False, **filters):
+        name = getattr(model, '__name__', '')
+        if name == 'PlCertQtyLog':
+            return Q(SimpleNamespace(id='opening'))
+        if name == 'PlTransportCertPurchaseRef':
+            return Q(rows=[])
+        if name in ('PlContractCertLink', 'PlContractCertProduct'):
+            raise AssertionError('customer_category 不应查询合同绑证 scope')
+        return Q()
+
+    monkeypatch.setattr(usage, '_query', fake_query)
+    monkeypatch.setattr(usage, '_contract', lambda *a, **k: SimpleNamespace(status='executing', contract_type='sale'))
+    monkeypatch.setattr(
+        'app.services.pl_cert_quota_rule_config_service.plan_uses_customer_category',
+        lambda p: True,
+    )
+    # product ownership check uses _query for CrmContractProduct
+    def fake_query2(db, user, model, lock=False, **filters):
+        name = getattr(model, '__name__', '')
+        if name == 'CrmContractProduct':
+            return Q(SimpleNamespace(product_id='prod1'))
+        return fake_query(db, user, model, lock=lock, **filters)
+
+    monkeypatch.setattr(usage, '_query', fake_query2)
+
+    sources, scopes, candidates = usage._candidate_context(
+        MagicMock(), SimpleNamespace(tenant_no='t', id='u'), request, plan,
+        {('purchase', 'buy1'): cert}, {}, {}, {('purchase', 'buy1')},
+    )
+    assert 'delivery:sp1' in sources
+    assert scopes[(('purchase', 'buy1'), 'delivery:sp1')] == (None, None)
+    assert candidates['purchase'][0].product_ids == frozenset({'delivery:sp1'})

backend/tests/test_pl_menu_badge_recharge_approval.py

@@ -75,6 +75,7 @@ def test_recharge_approval_badge_counts_current_approver_pending(monkeypatch):
     add_apply("a3", status="in_approval", current_node="node-other")
     add_apply("a4", status="rejected", current_node="node-me")
     add_apply("a5", status="draft", current_node=None)
+    add_apply("a6", status="pending", current_node="node-me")
     db.commit()
 
     monkeypatch.setattr(
@@ -89,4 +90,4 @@ def test_recharge_approval_badge_counts_current_approver_pending(monkeypatch):
         user_id="u-me",
         menu_codes=[MENU_CODE_RECHARGE_APPROVAL],
     )
-    assert counts[MENU_CODE_RECHARGE_APPROVAL] == 2
+    assert counts[MENU_CODE_RECHARGE_APPROVAL] == 3

backend/tests/test_pl_quota_allocation.py

@@ -3,8 +3,8 @@ from decimal import Decimal as D
 import pytest
 from app.services.pl_quota_allocation import (SourceDemand, PermitCandidate, ManualAllocation, AllocationLimits, AllocationInputError, AllocationIncomplete, InsufficientQuota, SupplementalAllocationRequired, allocate_plan, settle_allocations)
 
-def source(id='s', product='A', quantity='30', unit='t'):
-    return SourceDemand(id, product, D(quantity), unit)
+def source(id='s', product='A', quantity='30', unit='t', requires_transport=True):
+    return SourceDemand(id, product, D(quantity), unit, requires_transport)
 
 def permit(id, quantity='30', products=('A',), refs=(), unit='t', expiry=1):
     return PermitCandidate(id, D(quantity), unit, date(2027, 1, expiry), frozenset(products), frozenset(refs))
@@ -153,6 +153,40 @@ def test_zero_demand_and_empty_plan():
     assert allocate_plan([source(quantity='0')], [], []).transport_allocations == ()
 
 
+def test_same_city_demand_uses_purchase_certificate_only():
+    result = allocate_plan([source('city', quantity='10', requires_transport=False)], [permit('g', '10')], [])
+    assert quantities(result.purchase_allocations) == [('g', D(10), D(10))]
+    assert result.transport_allocations == ()
+
+
+def test_same_city_shares_purchase_balance_and_skips_transport():
+    city = source('city', 'A', '10', requires_transport=False)
+    cross = source('cross', 'B', '10')
+    result = allocate_plan(
+        [city, cross],
+        [permit('g', '30', ('A', 'B'))],
+        [permit('t', '10', ('A', 'B'), ('g',))],
+    )
+    assert sum(row.source_quantity for row in result.purchase_allocations) == D(20)
+    assert {(row.source_id, row.permit_id) for row in result.transport_allocations} == {('cross', 't')}
+    with pytest.raises(InsufficientQuota):
+        allocate_plan(
+            [source('city', 'A', '10', requires_transport=False), source('cross', 'A', '10')],
+            [permit('g', '15')],
+            [permit('t', '10', refs=('g',))],
+        )
+
+
+def test_same_city_rejects_a_transport_manual_row():
+    with pytest.raises(AllocationInputError, match='同市'):
+        allocate_plan(
+            [source(requires_transport=False)],
+            [permit('g', '30')],
+            [permit('t', '30', refs=('g',))],
+            manual_allocations=[ManualAllocation('transport', 's', 't', D(30), D(30))],
+        )
+
+
 def test_one_purchase_and_two_transport_certificates():
     result = allocate_plan(
         [source()], [permit('g', '30')],
@@ -208,6 +242,13 @@ def test_settlement_pairing_29_consistent_passes():
     assert validate_allocation_pairing([source(quantity='29')], actual_rows(plan.purchase_allocations), actual_rows(plan.transport_allocations), transports) is None
 
 
+def test_same_city_settlement_does_not_require_transport_pairing():
+    from app.services.pl_quota_allocation import Allocation, validate_allocation_pairing
+    demand = source('city', quantity='10', requires_transport=False)
+    purchase = Allocation('purchase', 'city', 'g', D(10), D(10), 't', 't', 1)
+    assert validate_allocation_pairing([demand], [purchase], [], []) is None
+
+
 @pytest.mark.parametrize('manual_values', [(8,10,0),(18,0,0)])
 def test_zero_capacity_foreign_row_cannot_unlock_manual_reordering(manual_values):
     from app.services.pl_quota_allocation import Allocation

backend/tests/test_pl_quota_api.py

@@ -97,7 +97,7 @@ def test_plan_overview_accepts_web_funnel_aliases_and_validates_dates(api, monke
     assert filters == {'plan_no': '001', 'license_plate': '皖A',
         'plan_date_from': date(2026, 11, 1), 'plan_date_to': date(2026, 11, 3),
         'quota_status_in': 'reserved,settled', 'supplier_name': None, 'customer_name': None,
-        'product_name': None, 'follow_status_in': None}
+        'product_name': None, 'follow_status_in': None, 'conversion_only': False}
     assert client.get('/api/transport/quota-certs/plans', params={'planDateFrom': 'wrong'}).status_code == 422
     assert received == []
 

backend/tests/test_pl_quota_business.py

@@ -251,6 +251,11 @@ def approval_case(business, monkeypatch):
     c.db.commit()
     c.user.to_tenant_user_dict=lambda:{}
     monkeypatch.setattr(api,'get_tenant_no',lambda *a:'t')
+    # 安排入口要求已配置客户品类额度生效时间；本套用例聚焦共享运输/钉版本，不测切点本身
+    monkeypatch.setattr(
+        'app.services.pl_cert_quota_rule_config_service.assert_cert_quota_rule_configured',
+        lambda *a, **k: None,
+    )
     c.api=api
     return c
 

backend/tests/test_pl_quota_cert_archive.py

@@ -314,11 +314,11 @@ def test_unlinked_reference_can_bind_purchase_archive_after_opening(ctx):
     assert saved['purchaseRefs'][0]['purchaseCertId']==purchase_row['id']
     assert saved['purchaseRefs'][0]['referenceNo']=='G35260264950502'
     linked=saved['purchaseRefs'][0]
-    with pytest.raises(HTTPException, match='不能改变证面引用身份'):
+    with pytest.raises(HTTPException, match='不能改变关联购买证身份'):
         s.save_cert(db,u,'transport',{'purchaseRefs':[{'id':linked['id'],'referenceType':'unknown','referenceNo':purchase_row['certNo'],'purchaseCertId':purchase_row['id']}]},row['id'])
     with pytest.raises(HTTPException, match='不能移除'):
         s.save_cert(db,u,'transport',{'purchaseRefs':[]},row['id'])
-    with pytest.raises(HTTPException, match='不能改变证面引用身份'):
+    with pytest.raises(HTTPException, match='不能改变关联购买证身份'):
         s.save_cert(db,u,'transport',{'purchaseRefs':[
             {k:linked[k] for k in ('id','referenceType','referenceNo','purchaseCertId')},
             {'referenceType':'unknown','referenceNo':'NEW'},

backend/tests/test_pl_quota_conversion.py

@@ -23,47 +23,77 @@ def line(line_id, side, unit, contract_product_id='cp', customer='客户', toxic
     }
 
 
+def bind(unit, kind='purchase', cert_id='buy'):
+    return {'kind': kind, 'certId': cert_id, 'unit': unit}
+
+
 def plan(**values):
     return SimpleNamespace(
         cert_configuration=values.get('configuration'),
         transport_status=values.get('transport_status', 'pending'),
         archive_status=values.get('archive_status', 'unarchived'),
+        quota_cert_waived=values.get('quota_cert_waived', 0),
     )
 
 
 def test_same_label_and_code_do_not_need_conversion():
     current = plan()
-    assert plan_needs_unit_conversion(current, [line('L', 'load', '吨')], {'cp': ['dun']}, []) is False
-    assert plan_needs_unit_conversion(current, [line('L', 'load', '吨', toxic=False)], {'cp': ['kg']}, []) is False
+    assert plan_needs_unit_conversion(current, [line('L', 'load', '吨')], {'cp': [bind('dun')]}, []) is False
+    assert plan_needs_unit_conversion(current, [line('L', 'load', '吨', toxic=False)], {'cp': [bind('kg')]}, []) is False
     assert plan_needs_unit_conversion(
-        current, [line('L', 'load', '吨', customer='安庆市山峡化工有限公司')], {'cp': ['ping']}, [],
+        current, [line('L', 'load', '吨', customer='安庆市山峡化工有限公司')], {'cp': [bind('ping')]}, [],
     ) is True
-    assert plan_needs_unit_conversion(current, [line('L', 'load', '吨')], {'cp': ['kg']}, []) is False
-    assert plan_needs_unit_conversion(current, [line('L', 'load', '升')], {'cp': ['毫升']}, []) is False
+    assert plan_needs_unit_conversion(current, [line('L', 'load', '吨')], {'cp': [bind('kg')]}, []) is False
+    assert plan_needs_unit_conversion(current, [line('L', 'load', '升')], {'cp': [bind('毫升')]}, []) is False
 
 
 def test_unbound_and_unselected_legacy_sides_are_display_only():
     both = [line('L', 'load', '吨'), line('D', 'delivery', '吨')]
     arranged = plan(transport_status='arranged')
-    assert plan_needs_unit_conversion(arranged, both, {'cp': ['kg']}, []) is False
+    assert plan_needs_unit_conversion(arranged, both, {'cp': [bind('kg')]}, []) is False
     chosen = plan(transport_status='arranged', configuration={'sourceMapping': [
         {'sourceStopType': 'load', 'sourceStopProductId': 'L', 'relatedStopProductIds': ['D']},
     ]})
-    assert plan_needs_unit_conversion(chosen, both, {'cp': ['瓶']}, []) is True
-    assert plan_needs_unit_conversion(chosen, both, {'cp': ['kg']}, []) is False
+    assert plan_needs_unit_conversion(chosen, both, {'cp': [bind('瓶')]}, []) is True
+    assert plan_needs_unit_conversion(chosen, both, {'cp': [bind('kg')]}, []) is False
 
 
 def test_new_plan_counts_either_stop_when_a_bound_certificate_uses_another_unit():
     current = plan()
     assert plan_needs_unit_conversion(
-        current, [line('L', 'load', 'dun'), line('D', 'delivery', 'dun')], {'cp': ['kg']}, [],
+        current, [line('L', 'load', 'dun'), line('D', 'delivery', 'dun')], {'cp': [bind('kg')]}, [],
     ) is False
     assert plan_needs_unit_conversion(
-        current, [line('L', 'load', 'dun'), line('D', 'delivery', 'dun')], {'cp': ['ping']}, [],
+        current, [line('L', 'load', 'dun'), line('D', 'delivery', 'dun')], {'cp': [bind('ping')]}, [],
     ) is True
     assert plan_needs_unit_conversion(current, [line('L', 'load', 'dun')], {}, []) is False
 
 
+def test_waived_or_saved_manual_conversion_clears_pending_flag():
+    current = plan(quota_cert_waived=1)
+    assert plan_needs_unit_conversion(
+        current, [line('L', 'load', 'ping')], {'cp': [bind('sheng', cert_id='buy')]}, [],
+    ) is False
+    saved = plan(configuration={
+        'manualAllocations': [{
+            'permitKind': 'purchase', 'sourceId': 'delivery:D', 'permitId': 'buy',
+            'sourceQuantity': '10', 'permitQuantity': '2.5', 'note': '1瓶=0.25升',
+        }],
+    })
+    assert plan_needs_unit_conversion(
+        saved, [line('D', 'delivery', 'ping')], {'cp': [bind('sheng', cert_id='buy')]}, [],
+    ) is False
+    incomplete = plan(configuration={
+        'manualAllocations': [{
+            'permitKind': 'purchase', 'sourceId': 'delivery:D', 'permitId': 'buy',
+            'sourceQuantity': '10', 'permitQuantity': '', 'note': '',
+        }],
+    })
+    assert plan_needs_unit_conversion(
+        incomplete, [line('D', 'delivery', 'ping')], {'cp': [bind('sheng', cert_id='buy')]}, [],
+    ) is True
+
+
 def test_list_and_badge_count_only_plans_with_a_real_unit_mismatch(monkeypatch):
     engine = create_engine('sqlite://')
     models = (

backend/tests/test_pl_quota_diagnostics.py

@@ -35,6 +35,17 @@ def test_sufficient_totals_do_not_claim_joint_feasibility():
     assert all('引用' in row['reason'] for row in rows)
 
 
+def test_same_city_shortfall_does_not_demand_a_transport_certificate():
+    from app.services.pl_quota_diagnostics import allocation_diagnostics, insufficient_quantity_message
+    rows = allocation_diagnostics(
+        [SourceDemand('a', 'a', D('30'), '吨', False)],
+        [permit('p', '10', ['a'])],
+        [],
+    )
+    assert [row['certType'] for row in rows] == ['purchase']
+    assert insufficient_quantity_message(rows) == '购买证剩余10.000吨，本次需要30.000吨。证件余量不足，不能安排运输，请先调整到有余量后再安排'
+
+
 def test_missing_purchase_link_names_both_certificates():
     from app.services.pl_quota_diagnostics import missing_purchase_link_message
     source = SourceDemand('a', 'a', D('30'), '吨')

backend/tests/test_pl_quota_planning.py

@@ -69,6 +69,21 @@ def test_arrange_uses_active_contract_cert_bindings_and_names_the_gap():
     )
 
 
+def test_same_city_stop_binds_purchase_certificate_only():
+    from app.services.pl_quota_planning import classify_contract_cert_bindings
+    source = SimpleNamespace(contract_id='c1', contract_product_id='line-1', requires_transport=False)
+    purchase = {
+        'certType': 'purchase', 'certId': 'buy-1', 'linkStatus': 'active',
+        'products': [{'contractProductId': 'line-1', 'scopeStatus': 'active'}],
+    }
+    labels = {'c1': 'HT-1'}
+    assert classify_contract_cert_bindings([source], {'c1': [purchase]}, labels) == (['buy-1'], [])
+    with pytest.raises(HTTPException) as error:
+        classify_contract_cert_bindings([source], {'c1': []}, labels)
+    assert error.value.status_code == 409
+    assert error.value.detail == '合同HT-1的同市段尚未绑定购买证，请先到合同中绑定后再安排运输'
+
+
 def test_supplement_is_explicit_and_archive_public_schema_preserves_intent():
     from app.schemas.pl.plan import PlanArchiveBody
     from app.schemas.pl.quota_planning import PlanQuotaOperation

backend/tests/test_pl_quota_sources.py

@@ -317,3 +317,39 @@ def test_missing_contract_is_empty_binding_not_unreadable(case, contract_id):
     assert rows[0]['bindingsReadable'] is True
     assert rows[0]['certificates'] == []
     assert rows[1]['bindingsReadable'] is False
+
+
+def test_plan_quota_usages_include_cert_attachment_urls(case):
+    from app.models.crm_models import CrmContract
+    from app.models.pl_quota_models import (
+        PlPlanCertUsage, PlPlanCertUsageItem, PlPurchaseCert, PlTransportCert,
+    )
+    from app.services.pl_quota_planning import get_plan_quota
+    c = case
+    for model in (CrmContract, PlPlanCertUsage, PlPlanCertUsageItem, PlPurchaseCert, PlTransportCert):
+        model.__table__.create(c.db.bind)
+    c.db.add(PlPurchaseCert(
+        id='p1', cert_no='G-BUY', product_name_on_cert='硫酸', valid_use_text='一次有效',
+        buyer_name='买方', seller_name='卖方', total_qty=33, quantity_unit='吨',
+        attachment_urls='https://example.com/buy.jpg', tenant_no='t', status='active',
+    ))
+    c.db.add(PlTransportCert(
+        id='t1', cert_no='Y-TR', product_name_on_cert='硫酸', valid_use_text='多次有效',
+        shipper_name='货主', total_qty=70, quantity_unit='吨', vehicle_numbers_json=['皖A1'],
+        attachment_urls='', tenant_no='t', status='active',
+    ))
+    c.db.add(PlPlanCertUsage(
+        id='u1', tenant_no='t', plan_id='plan', plan_no_snapshot='PLAN',
+        cert_type='purchase', cert_id='p1', cert_no_snapshot='G-BUY', cert_revision=1,
+        quantity_unit='吨', reserved_qty=10, used_qty=0, usage_status='reserved',
+    ))
+    c.db.add(PlPlanCertUsage(
+        id='u2', tenant_no='t', plan_id='plan', plan_no_snapshot='PLAN',
+        cert_type='transport', cert_id='t1', cert_no_snapshot='Y-TR', cert_revision=1,
+        quantity_unit='吨', reserved_qty=10, used_qty=0, usage_status='reserved',
+    ))
+    c.db.flush()
+    usages = {u['certId']: u for u in get_plan_quota(c.db, c.user, 'plan')['usages']}
+    assert usages['p1']['attachmentUrls'] == 'https://example.com/buy.jpg'
+    assert usages['p1']['certNo'] == 'G-BUY'
+    assert usages['t1']['attachmentUrls'] in ('', None)

backend/tests/test_pl_quota_usage.py

@@ -245,7 +245,25 @@ def test_opening_consumed_and_expiry_vehicle_block(case):
     p.opening_single_use_consumed=0; p.valid_to=date(2000,1,1); c.db.flush()
     with pytest.raises(ValueError): run(c)
     p.valid_to=date(2099,12,31); c.db.flush()
-    with pytest.raises(ValueError): run(c,vehicle_no='unknown')
+    with pytest.raises(ValueError, match='车号不在运输证范围'): run(c,vehicle_no='unknown')
+
+
+def test_reserve_uses_transport_cert_that_lists_the_vehicle(case):
+    """合同上多张运输证时，只用登记了本次主车号的证，不因其他证没有该车号而拒绝安排。"""
+    c = case
+    _second_pair(c)
+    c.db.get(c.m.PlPurchaseCert, 'p').total_qty = 100
+    c.db.get(c.m.PlTransportCert, 't').total_qty = 100
+    c.db.get(c.m.PlTransportCert, 't2').vehicle_numbers_json = ['OTHER']
+    c.db.flush()
+    run(c, purchase_cert_ids=['p', 'p2'], transport_cert_ids=['t', 't2'])
+    assert c.db.get(c.m.PlTransportCert, 't').reserved_qty == 29
+    assert c.db.get(c.m.PlTransportCert, 't2').reserved_qty == 0
+    assert c.db.get(c.m.PlPurchaseCert, 'p2').reserved_qty == 0
+    transport_usages = c.db.query(c.m.PlPlanCertUsage).filter_by(cert_type='transport', del_flag=0).all()
+    assert [u.cert_id for u in transport_usages if u.usage_status == 'reserved'] == ['t']
+    with pytest.raises(ValueError, match='车号不在运输证范围'):
+        run(c, operation_id='none', vehicle_no='NONE', purchase_cert_ids=['p', 'p2'], transport_cert_ids=['t', 't2'])
 
 def test_no_cert_operation_is_still_idempotent(case):
     c=case

backend/tests/test_pl_vehicle_ops_list_filters.py

@@ -119,6 +119,20 @@ def test_maintenance_process_board_filters():
     assert "handler_id" in joined
 
 
+def test_recharge_apply_type_ne_filter():
+    filters = build_recharge_apply_column_filters(recharge_type_ne="etc")
+    assert len(filters) == 1
+    sql = _compile(filters[0])
+    assert "recharge_type" in sql
+    assert "!=" in sql or "<>" in sql
+    assert "etc" in sql
+
+
+def test_recharge_disburse_board_type_ne_filter():
+    filters = build_recharge_disburse_board_column_filters(recharge_type_ne="etc")
+    assert any("recharge_type" in _compile(f) for f in filters)
+
+
 def test_empty():
     assert build_recharge_apply_column_filters() == []
     assert build_recharge_disburse_board_column_filters() == []

backend/tests/test_pl_vehicle_recharge_workflow.py

@@ -20,7 +20,7 @@ from app.schemas.pl.vehicle_recharge import APPLY_STATUSES, NODE_ACTION_TYPES, R
 
 
 def test_apply_statuses_include_workflow_states():
-    assert {"draft", "in_approval", "rejected", "disbursed", "cancelled"} <= APPLY_STATUSES
+    assert {"draft", "in_approval", "pending", "rejected", "disbursed", "cancelled"} <= APPLY_STATUSES
     assert {"approve", "disburse"} <= NODE_ACTION_TYPES
     assert {"etc", "fuel"} <= RECHARGE_TYPES
 
@@ -98,6 +98,40 @@ def _seed_workflow(db) -> tuple[str, str, str]:
     return wf_id, node_gm, node_fin
 
 
+def _seed_three_node_workflow(db) -> tuple[str, str, str, str]:
+    wf_id = "wf-3"
+    n1, n2, n3 = "node-a1", "node-a2", "node-dis"
+    db.add(
+        BxWorkflowDef(
+            id=wf_id,
+            biz_type="vehicle_recharge",
+            wf_name="三级充值流程",
+            status=1,
+            tenant_no="t1",
+            create_dept_id="d1",
+        )
+    )
+    for nid, name, order, uid, uname, action in (
+        (n1, "一审", 1, "u-a1", "一审", "approve"),
+        (n2, "二审", 2, "u-a2", "二审", "approve"),
+        (n3, "发放", 3, "u-fin", "财务", "disburse"),
+    ):
+        db.add(
+            BxWorkflowNode(
+                id=nid,
+                wf_id=wf_id,
+                node_name=name,
+                node_order=order,
+                approver_id=uid,
+                approver_name=uname,
+                action_type=action,
+                tenant_no="t1",
+                create_dept_id="d1",
+            )
+        )
+    return wf_id, n1, n2, n3
+
+
 def _patch_scope(monkeypatch, *modules) -> None:
     for mod in modules:
         monkeypatch.setattr(mod, "apply_pl_scope", lambda query, *_a, **_k: query)
@@ -272,7 +306,7 @@ def test_approve_advances_to_next_node(monkeypatch):
     result = approval_svc.approve_apply(
         db, "t1", _user("u-gm", "总经理"), "apply-1", opinion="同意"
     )
-    assert result.status == "in_approval"
+    assert result.status == "pending"
     assert result.current_node == node_fin
     assert any(a.approval_status == "approved" for a in result.approvals)
     assert len(result.approval_flow) == 2
@@ -285,6 +319,79 @@ def test_approve_advances_to_next_node(monkeypatch):
     assert result.approval_history[0].approval_status == "approved"
 
 
+def test_mid_approve_stays_in_approval_final_approve_sets_pending(monkeypatch):
+    from app.services import pl_vehicle_recharge_approval_service as approval_svc
+    from app.services import pl_vehicle_recharge_service as svc
+
+    db = _make_session()
+    _seed_vehicle(db)
+    wf_id, n1, n2, n3 = _seed_three_node_workflow(db)
+    db.add(
+        PlVehicleRechargeApply(
+            id="apply-1",
+            apply_no="YK2026092601",
+            license_plate="鄂A00001",
+            recharge_type="fuel",
+            apply_date=date(2026, 9, 26),
+            applicant_id="u-applicant",
+            status="in_approval",
+            wf_id=wf_id,
+            current_node=n1,
+            approval_round=1,
+            tenant_no="t1",
+            create_dept_id="d1",
+        )
+    )
+    db.commit()
+    _patch_scope(monkeypatch, svc)
+
+    mid = approval_svc.approve_apply(db, "t1", _user("u-a1", "一审"), "apply-1", opinion="ok")
+    assert mid.status == "in_approval"
+    assert mid.current_node == n2
+
+    final = approval_svc.approve_apply(db, "t1", _user("u-a2", "二审"), "apply-1", opinion="ok")
+    assert final.status == "pending"
+    assert final.current_node == n3
+
+
+def test_disburse_accepts_pending_status(monkeypatch):
+    from app.services import pl_vehicle_recharge_approval_service as approval_svc
+    from app.services import pl_vehicle_recharge_service as svc
+    from app.schemas.pl.vehicle_recharge import VehicleRechargeRecordCreate
+
+    db = _make_session()
+    _seed_vehicle(db)
+    wf_id, _gm, node_fin = _seed_workflow(db)
+    db.add(
+        PlVehicleRechargeApply(
+            id="apply-1",
+            apply_no="ETC2026092601",
+            license_plate="鄂A00001",
+            recharge_type="etc",
+            apply_date=date(2026, 9, 26),
+            applicant_id="u-applicant",
+            status="pending",
+            wf_id=wf_id,
+            current_node=node_fin,
+            approval_round=1,
+            tenant_no="t1",
+            create_dept_id="d1",
+        )
+    )
+    db.commit()
+    _patch_scope(monkeypatch, svc)
+    payload = VehicleRechargeRecordCreate(
+        rechargeDate=date(2026, 9, 26),
+        rechargeType="etc",
+        amount=Decimal("50.00"),
+        applyId="apply-1",
+    )
+    result = approval_svc.disburse_apply(
+        db, "t1", _user("u-fin", "财务"), "apply-1", payload
+    )
+    assert result.status == "disbursed"
+
+
 def test_reject_sets_rejected_and_appends_history(monkeypatch):
     from app.services import pl_vehicle_recharge_approval_service as approval_svc
     from app.services import pl_vehicle_recharge_service as svc
@@ -508,3 +615,49 @@ def test_withdraw_rejects_non_in_approval(monkeypatch):
     with pytest.raises(HTTPException) as ei:
         svc.withdraw_apply(db, "t1", _user("u-applicant"), "a-wd3")
     assert ei.value.status_code == 400
+
+
+def test_delete_record_with_workflow_reverts_to_pending(monkeypatch):
+    from app.services import pl_vehicle_recharge_service as svc
+
+    db = _make_session()
+    _seed_vehicle(db)
+    wf_id, _gm, node_fin = _seed_workflow(db)
+    db.add(
+        PlVehicleRechargeApply(
+            id="apply-1",
+            apply_no="ETC2026092601",
+            license_plate="鄂A00001",
+            recharge_type="etc",
+            apply_date=date(2026, 9, 26),
+            applicant_id="u-applicant",
+            status="disbursed",
+            wf_id=wf_id,
+            current_node=None,
+            approval_round=1,
+            tenant_no="t1",
+            create_by="u-applicant",
+            create_dept_id="d1",
+        )
+    )
+    db.add(
+        PlVehicleRechargeRecord(
+            id="rec-1",
+            recharge_order_no="RO1",
+            recharge_date=date(2026, 9, 26),
+            recharge_type="etc",
+            amount=Decimal("10.00"),
+            apply_id="apply-1",
+            license_plate="鄂A00001",
+            tenant_no="t1",
+            create_by="u-fin",
+            create_dept_id="d1",
+            del_flag=0,
+        )
+    )
+    db.commit()
+    _patch_scope(monkeypatch, svc)
+    svc.delete_records(db, "t1", _user("u-fin", "财务"), ["rec-1"])
+    apply = db.query(PlVehicleRechargeApply).filter_by(id="apply-1").one()
+    assert apply.status == "pending"
+    assert apply.current_node == node_fin

docs/sql/2026-11-01-pl-contract-cert-quota.sql

@@ -29,6 +29,8 @@ CREATE TABLE `pl_purchase_cert` (
   `seller_legal_representative` varchar(100) DEFAULT NULL COMMENT '销售方法定代表人',
   `seller_phone` varchar(100) DEFAULT NULL COMMENT '销售方电话',
   `purchase_purpose` varchar(1000) DEFAULT NULL COMMENT '用途',
+  `customer_id` varchar(64) DEFAULT NULL COMMENT '系统客户ID；选证必填',
+  `category_id` varchar(64) DEFAULT NULL COMMENT '证用品类ID；选证必填',
   `tenant_no` varchar(64) NOT NULL COMMENT '租户编号，由服务端当前用户上下文设置',
   `order_num` int DEFAULT NULL COMMENT '公共排序号',
   `remark` varchar(1000) DEFAULT NULL COMMENT '系统备注，与证面备注分开',
@@ -74,6 +76,7 @@ CREATE TABLE `pl_transport_cert` (
   `route_text` text COMMENT '运输路线完整原文',
   `consignee_name` varchar(255) DEFAULT NULL COMMENT '收货单位名称或姓名',
   `applicant_name` varchar(255) DEFAULT NULL COMMENT '申请单位名称或姓名',
+  `customer_id` varchar(64) DEFAULT NULL COMMENT '系统客户ID；选证必填',
   `tenant_no` varchar(64) NOT NULL COMMENT '租户编号，由服务端当前用户上下文设置',
   `order_num` int DEFAULT NULL COMMENT '公共排序号',
   `remark` varchar(1000) DEFAULT NULL COMMENT '系统备注，与证面备注分开',

docs/sql/2026-11-14-pl-cert-product-name-candidates.sql

@@ -0,0 +1,24 @@
+-- 只读：按证面品名归纳候选证用品类名（上线前人工建品类参考）
+-- 不写库。执行后人工创建 pl_cert_category、关联产品，并回填证件 customer_id/category_id，再配置 effective_at。
+SET NAMES utf8mb4;
+
+SELECT
+  TRIM(product_name_on_cert) AS candidate_category_name,
+  COUNT(*) AS cert_count,
+  SUM(CASE WHEN cert_type = 'purchase' THEN 1 ELSE 0 END) AS purchase_count,
+  SUM(CASE WHEN cert_type = 'transport' THEN 1 ELSE 0 END) AS transport_count
+FROM (
+  SELECT 'purchase' AS cert_type, product_name_on_cert
+  FROM pl_purchase_cert
+  WHERE del_flag = 0
+    AND product_name_on_cert IS NOT NULL
+    AND TRIM(product_name_on_cert) <> ''
+  UNION ALL
+  SELECT 'transport' AS cert_type, product_name_on_cert
+  FROM pl_transport_cert
+  WHERE del_flag = 0
+    AND product_name_on_cert IS NOT NULL
+    AND TRIM(product_name_on_cert) <> ''
+) t
+GROUP BY TRIM(product_name_on_cert)
+ORDER BY cert_count DESC, candidate_category_name;

docs/sql/2026-11-14-pl-customer-cert-quota.sql

@@ -0,0 +1,112 @@
+-- 客户+品类证件额度：证用品类、规则切点、证件/计划扩展字段。
+-- MySQL 5.7。可重复执行。
+-- 回滚思路（勿自动执行）：停用新规则配置；新表可 DROP；新增列可 ALTER DROP（上线后有数据时先备份）。
+SET NAMES utf8mb4;
+SET @schema_name = DATABASE();
+
+-- ---------- 证用品类 ----------
+CREATE TABLE IF NOT EXISTS `pl_cert_category` (
+  `id` varchar(64) NOT NULL COMMENT '主键UUID',
+  `category_name` varchar(128) NOT NULL COMMENT '证用品类名称，如硫酸',
+  `category_code` varchar(64) DEFAULT NULL COMMENT '品类编码，可选',
+  `status` char(1) NOT NULL DEFAULT '1' COMMENT '状态 1启用 0停用',
+  `tenant_no` varchar(64) NOT NULL COMMENT '租户编号',
+  `order_num` int DEFAULT NULL COMMENT '排序号',
+  `remark` varchar(1000) DEFAULT NULL COMMENT '备注',
+  `create_by` varchar(64) DEFAULT NULL COMMENT '创建人',
+  `create_dept_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建部门',
+  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  `update_by` varchar(64) DEFAULT NULL COMMENT '更新人',
+  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  `del_flag` smallint NOT NULL DEFAULT 0 COMMENT '软删除 0正常 1删除',
+  PRIMARY KEY (`id`),
+  KEY `idx_cert_category_tenant` (`tenant_no`, `del_flag`, `status`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='证用品类';
+
+CREATE TABLE IF NOT EXISTS `pl_cert_category_product` (
+  `id` varchar(64) NOT NULL COMMENT '主键UUID',
+  `category_id` varchar(64) NOT NULL COMMENT '证用品类ID',
+  `product_id` varchar(64) NOT NULL COMMENT 'CRM产品ID',
+  `scope_status` varchar(20) NOT NULL DEFAULT 'active' COMMENT 'active/inactive',
+  `tenant_no` varchar(64) NOT NULL COMMENT '租户编号',
+  `order_num` int DEFAULT NULL COMMENT '排序号',
+  `remark` varchar(1000) DEFAULT NULL COMMENT '备注',
+  `create_by` varchar(64) DEFAULT NULL COMMENT '创建人',
+  `create_dept_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建部门',
+  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  `update_by` varchar(64) DEFAULT NULL COMMENT '更新人',
+  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  `del_flag` smallint NOT NULL DEFAULT 0 COMMENT '软删除 0正常 1删除',
+  PRIMARY KEY (`id`),
+  UNIQUE KEY `uk_cert_category_product` (`tenant_no`, `category_id`, `product_id`),
+  KEY `idx_cert_cat_prod_product` (`tenant_no`, `product_id`, `del_flag`, `scope_status`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='证用品类关联系统产品';
+
+-- ---------- 规则切点配置（每租户一行） ----------
+CREATE TABLE IF NOT EXISTS `pl_cert_quota_rule_config` (
+  `id` varchar(64) NOT NULL COMMENT '主键UUID',
+  `effective_at` datetime DEFAULT NULL COMMENT '客户品类额度生效时间；空表示未配置，安排将被拦住',
+  `tenant_no` varchar(64) NOT NULL COMMENT '租户编号',
+  `order_num` int DEFAULT NULL COMMENT '排序号',
+  `remark` varchar(1000) DEFAULT NULL COMMENT '备注',
+  `create_by` varchar(64) DEFAULT NULL COMMENT '创建人',
+  `create_dept_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建部门',
+  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  `update_by` varchar(64) DEFAULT NULL COMMENT '更新人',
+  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  `del_flag` smallint NOT NULL DEFAULT 0 COMMENT '软删除 0正常 1删除',
+  PRIMARY KEY (`id`),
+  UNIQUE KEY `uk_cert_quota_rule_tenant` (`tenant_no`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='运输证件额度规则切点';
+
+-- ---------- 购买证扩展 ----------
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_purchase_cert' AND COLUMN_NAME='customer_id');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_purchase_cert ADD COLUMN customer_id varchar(64) DEFAULT NULL COMMENT ''系统客户ID；选证必填'' AFTER purchase_purpose',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_purchase_cert' AND COLUMN_NAME='category_id');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_purchase_cert ADD COLUMN category_id varchar(64) DEFAULT NULL COMMENT ''证用品类ID；选证必填'' AFTER customer_id',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+SET @idx = (SELECT COUNT(*) FROM information_schema.STATISTICS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_purchase_cert' AND INDEX_NAME='idx_purchase_cert_customer');
+SET @sql = IF(@idx=0,
+  'ALTER TABLE pl_purchase_cert ADD KEY idx_purchase_cert_customer (tenant_no, customer_id, category_id, status, del_flag)',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+-- ---------- 运输证扩展 ----------
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_transport_cert' AND COLUMN_NAME='customer_id');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_transport_cert ADD COLUMN customer_id varchar(64) DEFAULT NULL COMMENT ''系统客户ID；选证必填'' AFTER applicant_name',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+SET @idx = (SELECT COUNT(*) FROM information_schema.STATISTICS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_transport_cert' AND INDEX_NAME='idx_transport_cert_customer');
+SET @sql = IF(@idx=0,
+  'ALTER TABLE pl_transport_cert ADD KEY idx_transport_cert_customer (tenant_no, customer_id, status, del_flag)',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+-- ---------- 计划规则版本 / 待完善 ----------
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_plan' AND COLUMN_NAME='cert_quota_rule_version');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_plan ADD COLUMN cert_quota_rule_version varchar(32) DEFAULT NULL COMMENT ''legacy|customer_category；创建时打标'' AFTER quota_cert_waived_time',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_plan' AND COLUMN_NAME='quota_cert_pending_fulfill');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_plan ADD COLUMN quota_cert_pending_fulfill tinyint NOT NULL DEFAULT 0 COMMENT ''新规则证书齐备待完善 0否 1是'' AFTER cert_quota_rule_version',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;

docs/sql/2026-11-15-pl-plan-cert-usage-item-nullable-contract-scope.sql

@@ -0,0 +1,7 @@
+-- 客户+品类规则下用证明细不再依赖合同绑证 scope；将合同绑定字段改为可空。
+SET NAMES utf8mb4;
+
+ALTER TABLE `pl_plan_cert_usage_item`
+  MODIFY COLUMN `contract_cert_link_id` varchar(64) DEFAULT NULL COMMENT '合同与证件绑定ID；客户品类规则可空',
+  MODIFY COLUMN `contract_cert_product_id` varchar(64) DEFAULT NULL COMMENT '合同证件产品范围明细ID；客户品类规则可空',
+  MODIFY COLUMN `contract_scope_revision` int(11) NOT NULL DEFAULT 0 COMMENT '合同证件适用范围版本；客户品类规则为0';

docs/sql/migrations/2026-11-09-plan-stop-same-city.sql

@@ -0,0 +1,31 @@
+-- 装货段、送货段增加「是否同市」。同市的易制毒段只校验、扣减购买证。
+-- MySQL 5.7。可重复执行。历史数据默认 0，仍按购买证和运输证同时校验。
+SET NAMES utf8mb4;
+
+SET @schema_name = DATABASE();
+
+SET @load_exists = (
+  SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = @schema_name AND TABLE_NAME = 'pl_plan_load' AND COLUMN_NAME = 'same_city'
+);
+SET @load_sql = IF(
+  @load_exists = 0,
+  'ALTER TABLE pl_plan_load ADD COLUMN same_city tinyint NOT NULL DEFAULT 0 COMMENT ''是否同市 0-否 1-是；为 1 时本段易制毒只校验购买证'' AFTER dibang_direction',
+  'SELECT 1'
+);
+PREPARE load_stmt FROM @load_sql;
+EXECUTE load_stmt;
+DEALLOCATE PREPARE load_stmt;
+
+SET @delivery_exists = (
+  SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = @schema_name AND TABLE_NAME = 'pl_plan_delivery' AND COLUMN_NAME = 'same_city'
+);
+SET @delivery_sql = IF(
+  @delivery_exists = 0,
+  'ALTER TABLE pl_plan_delivery ADD COLUMN same_city tinyint NOT NULL DEFAULT 0 COMMENT ''是否同市 0-否 1-是；为 1 时本段易制毒只校验购买证'' AFTER dibang_direction',
+  'SELECT 1'
+);
+PREPARE delivery_stmt FROM @delivery_sql;
+EXECUTE delivery_stmt;
+DEALLOCATE PREPARE delivery_stmt;

docs/sql/migrations/2026-11-12-pl-etc-fuel-recharge-split-menus.sql

@@ -0,0 +1,210 @@
+-- 油卡充值与 ETC 充值菜单拆分，并按已有油卡菜单同步角色。
+-- MySQL 5.7 / utf8mb4。可重复执行。仅租户 shanxia2.0 的有效菜单。
+-- 不移动 PL_VEH_FUEL_CARD，车油卡信息仍挂在油卡分组下。
+-- 不改 docs/sql/shanxia2.0.sql 全量快照；快照仍是本迁移之前的数据，不要为这条脚本重导整库。
+-- 审批菜单 PL_VEH_RECHARGE_APPROVAL 在快照与迁移中没有 F 按钮，本脚本不为 ETC 审批补按钮。
+SET NAMES utf8mb4;
+START TRANSACTION;
+
+-- A. 原「ETC/油卡」分组改为油卡，path 让给下面新建的 ETC 分组。
+UPDATE `sys_menu`
+SET `menu_name` = '油卡充值管理',
+    `path` = 'fuel-recharge',
+    `remark` = '油卡充值分组',
+    `update_time` = NOW()
+WHERE `id` = 'PL_GROUP_VEH_RECHARGE'
+  AND `tenant_no` = 'shanxia2.0'
+  AND `del_flag` = 0;
+
+UPDATE `sys_menu`
+SET `menu_name` = '油卡充值申请', `update_time` = NOW()
+WHERE `id` = 'PL_VEH_RECHARGE_APPLY'
+  AND `tenant_no` = 'shanxia2.0'
+  AND `del_flag` = 0;
+
+UPDATE `sys_menu`
+SET `menu_name` = '油卡充值审批', `update_time` = NOW()
+WHERE `id` = 'PL_VEH_RECHARGE_APPROVAL'
+  AND `tenant_no` = 'shanxia2.0'
+  AND `del_flag` = 0;
+
+UPDATE `sys_menu`
+SET `menu_name` = '油卡充值发放管理', `update_time` = NOW()
+WHERE `id` = 'PL_VEH_RECHARGE_RECORD'
+  AND `tenant_no` = 'shanxia2.0'
+  AND `del_flag` = 0;
+
+UPDATE `sys_menu`
+SET `menu_name` = '油卡充值审批人设置', `update_time` = NOW()
+WHERE `id` = 'PL_VEH_RECHARGE_WF'
+  AND `tenant_no` = 'shanxia2.0'
+  AND `del_flag` = 0;
+
+-- B. ETC 分组插在油卡分组原位置：先记下油卡 order_num，再把车辆管理下
+--    order_num >= 该值的有效同级（含油卡本身，以及加油登记、维保等）全部 +1，
+--    然后用记下的序号插入 ETC。这样 ETC 紧挨在油卡之前，且不会和油卡同号。
+--    MySQL 5.7 的 UPDATE 不能在子查询里再读 sys_menu，所以序号先放进用户变量。
+--    仅当 ETC 分组尚不存在、且车辆管理与油卡分组都有效时才顺延；重复执行不再 +1。
+--    请在同一会话整文件执行，@oil_order 等用户变量不能跨连接。
+SET @etc_group_exists := (
+  SELECT COUNT(*) FROM `sys_menu` WHERE `id` = 'PL_GROUP_VEH_ETC_RECHARGE'
+);
+SET @vehicle_exists := (
+  SELECT COUNT(*) FROM `sys_menu`
+  WHERE `id` = 'PL_GROUP_VEHICLE' AND `tenant_no` = 'shanxia2.0' AND `del_flag` = 0
+);
+SET @oil_order := (
+  SELECT `order_num` FROM `sys_menu`
+  WHERE `id` = 'PL_GROUP_VEH_RECHARGE' AND `tenant_no` = 'shanxia2.0' AND `del_flag` = 0
+  LIMIT 1
+);
+
+UPDATE `sys_menu`
+SET `order_num` = `order_num` + 1,
+    `update_time` = NOW()
+WHERE `parent_id` = 'PL_GROUP_VEHICLE'
+  AND `tenant_no` = 'shanxia2.0'
+  AND `del_flag` = 0
+  AND @etc_group_exists = 0
+  AND @vehicle_exists = 1
+  AND @oil_order IS NOT NULL
+  AND `order_num` >= @oil_order;
+
+INSERT INTO `sys_menu`
+  (`id`,`menu_name`,`parent_id`,`menu_type`,`path`,`component`,`perms`,
+   `is_frame`,`visible`,`status`,`tenant_no`,`order_num`,`remark`,`create_by`,`create_dept_id`)
+SELECT 'PL_GROUP_VEH_ETC_RECHARGE', 'ETC充值管理', vehicle.id, 'M', 'etc-recharge',
+       NULL, NULL, 1, '1', '1', vehicle.tenant_no, COALESCE(@oil_order, 1),
+       'ETC充值分组', 'system', ''
+FROM `sys_menu` vehicle
+WHERE vehicle.id = 'PL_GROUP_VEHICLE'
+  AND vehicle.tenant_no = 'shanxia2.0'
+  AND vehicle.del_flag = 0
+  AND NOT EXISTS (
+    SELECT 1 FROM `sys_menu` existing WHERE existing.id = 'PL_GROUP_VEH_ETC_RECHARGE'
+  );
+
+-- C. 四个页面菜单。审批人设置复用油卡流程权限，因此只按 id 判重，不能按 perms 判重。
+INSERT INTO `sys_menu`
+  (`id`,`menu_name`,`parent_id`,`menu_type`,`path`,`component`,`perms`,
+   `is_frame`,`visible`,`status`,`tenant_no`,`order_num`,`create_by`,`create_dept_id`)
+SELECT item.id, item.menu_name, parent.id, 'C', item.path, item.component, item.perms,
+       1, '1', '1', parent.tenant_no, item.order_num, 'system', ''
+FROM `sys_menu` parent
+JOIN (
+  SELECT 'PL_ETC_VEH_RECHARGE_APPLY' AS id, 'ETC充值申请' AS menu_name,
+         'etc-vehicle-recharge-apply' AS path, 'pl/etc-vehicle-recharge-apply/index' AS component,
+         'pl:etc-vehicle-recharge-apply:list' AS perms, 1 AS order_num
+  UNION ALL
+  SELECT 'PL_ETC_VEH_RECHARGE_APPROVAL', 'ETC充值审批',
+         'etc-vehicle-recharge-approval', 'pl/etc-vehicle-recharge-approval/index',
+         'pl:etc-vehicle-recharge-approval:list', 2
+  UNION ALL
+  SELECT 'PL_ETC_VEH_RECHARGE_RECORD', 'ETC发放管理',
+         'etc-vehicle-recharge-record', 'pl/etc-vehicle-recharge-record/index',
+         'pl:etc-vehicle-recharge-record:list', 3
+  UNION ALL
+  SELECT 'PL_ETC_VEH_RECHARGE_WF', 'ETC充值审批人设置',
+         'etc-vehicle-recharge-workflow', 'pl/etc-vehicle-recharge-workflow/index',
+         'pl:vehicle-recharge-workflow:list', 4
+) item
+WHERE parent.id = 'PL_GROUP_VEH_ETC_RECHARGE'
+  AND parent.tenant_no = 'shanxia2.0'
+  AND parent.del_flag = 0
+  AND NOT EXISTS (
+    SELECT 1 FROM `sys_menu` existing WHERE existing.id = item.id
+  );
+
+-- D. 申请按钮，对照 PL_VRA_Q/A/E/R/C。
+INSERT INTO `sys_menu`
+  (`id`,`menu_name`,`parent_id`,`menu_type`,`path`,`component`,`perms`,
+   `is_frame`,`visible`,`status`,`tenant_no`,`order_num`,`create_by`,`create_dept_id`)
+SELECT btn.id, btn.menu_name, parent.id, 'F', '', '', btn.perms,
+       1, '1', '1', parent.tenant_no, btn.order_num, 'system', ''
+FROM `sys_menu` parent
+JOIN (
+  SELECT 'PL_ETC_VRA_Q' AS id, '查询' AS menu_name, 'pl:etc-vehicle-recharge-apply:query' AS perms, 1 AS order_num
+  UNION ALL SELECT 'PL_ETC_VRA_A', '新增', 'pl:etc-vehicle-recharge-apply:add', 2
+  UNION ALL SELECT 'PL_ETC_VRA_E', '编辑', 'pl:etc-vehicle-recharge-apply:edit', 3
+  UNION ALL SELECT 'PL_ETC_VRA_R', '删除', 'pl:etc-vehicle-recharge-apply:remove', 4
+  UNION ALL SELECT 'PL_ETC_VRA_C', '作废', 'pl:etc-vehicle-recharge-apply:cancel', 5
+) btn
+WHERE parent.id = 'PL_ETC_VEH_RECHARGE_APPLY'
+  AND parent.tenant_no = 'shanxia2.0'
+  AND parent.del_flag = 0
+  AND NOT EXISTS (
+    SELECT 1 FROM `sys_menu` existing WHERE existing.id = btn.id
+  );
+
+-- E. 发放按钮，对照 PL_VRR_Q/A/E/R。审批侧没有对应 F 按钮，这里不补。
+INSERT INTO `sys_menu`
+  (`id`,`menu_name`,`parent_id`,`menu_type`,`path`,`component`,`perms`,
+   `is_frame`,`visible`,`status`,`tenant_no`,`order_num`,`create_by`,`create_dept_id`)
+SELECT btn.id, btn.menu_name, parent.id, 'F', '', '', btn.perms,
+       1, '1', '1', parent.tenant_no, btn.order_num, 'system', ''
+FROM `sys_menu` parent
+JOIN (
+  SELECT 'PL_ETC_VRR_Q' AS id, '查询' AS menu_name, 'pl:etc-vehicle-recharge-record:query' AS perms, 1 AS order_num
+  UNION ALL SELECT 'PL_ETC_VRR_A', '新增', 'pl:etc-vehicle-recharge-record:add', 2
+  UNION ALL SELECT 'PL_ETC_VRR_E', '编辑', 'pl:etc-vehicle-recharge-record:edit', 3
+  UNION ALL SELECT 'PL_ETC_VRR_R', '删除', 'pl:etc-vehicle-recharge-record:remove', 4
+) btn
+WHERE parent.id = 'PL_ETC_VEH_RECHARGE_RECORD'
+  AND parent.tenant_no = 'shanxia2.0'
+  AND parent.del_flag = 0
+  AND NOT EXISTS (
+    SELECT 1 FROM `sys_menu` existing WHERE existing.id = btn.id
+  );
+
+-- G. 角色同步。拥有油卡页面（del_flag=0）且角色仍有效的，授予对等 ETC 页面、
+--    其下 F 按钮，以及最多三层祖先（ETC 分组、车辆管理、Web 根）。
+--    同一条 INSERT 里用 DISTINCT，避免一个角色同时拥有多个油卡页面时把祖先插重。
+--    已有任意 role_menu 行（含 del_flag=1）则跳过：不把软删除改回有效，也不另插一条把授权加回来。
+INSERT INTO `sys_role_menu`
+  (`id`,`role_id`,`menu_id`,`tenant_no`,`create_by`,`create_dept_id`)
+SELECT UUID(), grant_row.role_id, grant_row.menu_id, grant_row.tenant_no, 'system', ''
+FROM (
+  SELECT DISTINCT rm.role_id, target.id AS menu_id, rm.tenant_no
+  FROM (
+    SELECT 'PL_VEH_RECHARGE_APPLY' AS source_id, 'PL_ETC_VEH_RECHARGE_APPLY' AS target_id
+    UNION ALL SELECT 'PL_VEH_RECHARGE_APPROVAL', 'PL_ETC_VEH_RECHARGE_APPROVAL'
+    UNION ALL SELECT 'PL_VEH_RECHARGE_RECORD', 'PL_ETC_VEH_RECHARGE_RECORD'
+    UNION ALL SELECT 'PL_VEH_RECHARGE_WF', 'PL_ETC_VEH_RECHARGE_WF'
+  ) mapping
+  JOIN `sys_role_menu` rm
+    ON rm.menu_id = mapping.source_id
+   AND rm.tenant_no = 'shanxia2.0'
+   AND rm.del_flag = 0
+  JOIN `sys_role` r
+    ON r.id = rm.role_id
+   AND r.tenant_no = rm.tenant_no
+   AND r.del_flag = 0
+   AND r.status = '1'
+  JOIN `sys_menu` child
+    ON child.id = mapping.target_id
+   AND child.tenant_no = rm.tenant_no
+   AND child.del_flag = 0
+  LEFT JOIN `sys_menu` p1
+    ON p1.id = child.parent_id AND p1.tenant_no = rm.tenant_no AND p1.del_flag = 0
+  LEFT JOIN `sys_menu` p2
+    ON p2.id = p1.parent_id AND p2.tenant_no = rm.tenant_no AND p2.del_flag = 0
+  LEFT JOIN `sys_menu` p3
+    ON p3.id = p2.parent_id AND p3.tenant_no = rm.tenant_no AND p3.del_flag = 0
+  LEFT JOIN `sys_menu` btn
+    ON btn.parent_id = child.id
+   AND btn.tenant_no = rm.tenant_no
+   AND btn.del_flag = 0
+   AND btn.menu_type = 'F'
+  JOIN `sys_menu` target
+    ON target.tenant_no = rm.tenant_no
+   AND target.del_flag = 0
+   AND target.id IN (child.id, p1.id, p2.id, p3.id, btn.id)
+) grant_row
+WHERE NOT EXISTS (
+  SELECT 1 FROM `sys_role_menu` existing
+  WHERE existing.role_id = grant_row.role_id
+    AND existing.menu_id = grant_row.menu_id
+    AND existing.tenant_no = grant_row.tenant_no
+);
+
+COMMIT;

docs/sql/migrations/2026-11-14-pl-cert-category-menu-note.sql

@@ -0,0 +1,5 @@
+-- 证用品类、运输证件规则菜单说明（路由已挂 web-admin；若侧栏走库表菜单，按租户补插）。
+-- 证用品类：可挂在「运输证件管理」下，path 对齐 /pl/cert-upload/cert-category，权限复用 pl:quota-cert:list / edit。
+-- 运输证件规则：可挂在「系统信息」下，path 对齐 /system/info/cert-quota-rule；保存接口要求管理员。
+-- 本文件仅文档占位，不强制插入，避免破坏现有菜单树。
+SELECT 1;

docs/sql/migrations/2026-11-14-pl-customer-cert-quota.sql

@@ -0,0 +1,112 @@
+-- 客户+品类证件额度：证用品类、规则切点、证件/计划扩展字段。
+-- MySQL 5.7。可重复执行。
+-- 回滚思路（勿自动执行）：停用新规则配置；新表可 DROP；新增列可 ALTER DROP（上线后有数据时先备份）。
+SET NAMES utf8mb4;
+SET @schema_name = DATABASE();
+
+-- ---------- 证用品类 ----------
+CREATE TABLE IF NOT EXISTS `pl_cert_category` (
+  `id` varchar(64) NOT NULL COMMENT '主键UUID',
+  `category_name` varchar(128) NOT NULL COMMENT '证用品类名称，如硫酸',
+  `category_code` varchar(64) DEFAULT NULL COMMENT '品类编码，可选',
+  `status` char(1) NOT NULL DEFAULT '1' COMMENT '状态 1启用 0停用',
+  `tenant_no` varchar(64) NOT NULL COMMENT '租户编号',
+  `order_num` int DEFAULT NULL COMMENT '排序号',
+  `remark` varchar(1000) DEFAULT NULL COMMENT '备注',
+  `create_by` varchar(64) DEFAULT NULL COMMENT '创建人',
+  `create_dept_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建部门',
+  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  `update_by` varchar(64) DEFAULT NULL COMMENT '更新人',
+  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  `del_flag` smallint NOT NULL DEFAULT 0 COMMENT '软删除 0正常 1删除',
+  PRIMARY KEY (`id`),
+  KEY `idx_cert_category_tenant` (`tenant_no`, `del_flag`, `status`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='证用品类';
+
+CREATE TABLE IF NOT EXISTS `pl_cert_category_product` (
+  `id` varchar(64) NOT NULL COMMENT '主键UUID',
+  `category_id` varchar(64) NOT NULL COMMENT '证用品类ID',
+  `product_id` varchar(64) NOT NULL COMMENT 'CRM产品ID',
+  `scope_status` varchar(20) NOT NULL DEFAULT 'active' COMMENT 'active/inactive',
+  `tenant_no` varchar(64) NOT NULL COMMENT '租户编号',
+  `order_num` int DEFAULT NULL COMMENT '排序号',
+  `remark` varchar(1000) DEFAULT NULL COMMENT '备注',
+  `create_by` varchar(64) DEFAULT NULL COMMENT '创建人',
+  `create_dept_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建部门',
+  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  `update_by` varchar(64) DEFAULT NULL COMMENT '更新人',
+  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  `del_flag` smallint NOT NULL DEFAULT 0 COMMENT '软删除 0正常 1删除',
+  PRIMARY KEY (`id`),
+  UNIQUE KEY `uk_cert_category_product` (`tenant_no`, `category_id`, `product_id`),
+  KEY `idx_cert_cat_prod_product` (`tenant_no`, `product_id`, `del_flag`, `scope_status`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='证用品类关联系统产品';
+
+-- ---------- 规则切点配置（每租户一行） ----------
+CREATE TABLE IF NOT EXISTS `pl_cert_quota_rule_config` (
+  `id` varchar(64) NOT NULL COMMENT '主键UUID',
+  `effective_at` datetime DEFAULT NULL COMMENT '客户品类额度生效时间；空表示未配置，安排将被拦住',
+  `tenant_no` varchar(64) NOT NULL COMMENT '租户编号',
+  `order_num` int DEFAULT NULL COMMENT '排序号',
+  `remark` varchar(1000) DEFAULT NULL COMMENT '备注',
+  `create_by` varchar(64) DEFAULT NULL COMMENT '创建人',
+  `create_dept_id` varchar(64) NOT NULL DEFAULT '' COMMENT '创建部门',
+  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  `update_by` varchar(64) DEFAULT NULL COMMENT '更新人',
+  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  `del_flag` smallint NOT NULL DEFAULT 0 COMMENT '软删除 0正常 1删除',
+  PRIMARY KEY (`id`),
+  UNIQUE KEY `uk_cert_quota_rule_tenant` (`tenant_no`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='运输证件额度规则切点';
+
+-- ---------- 购买证扩展 ----------
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_purchase_cert' AND COLUMN_NAME='customer_id');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_purchase_cert ADD COLUMN customer_id varchar(64) DEFAULT NULL COMMENT ''系统客户ID；选证必填'' AFTER purchase_purpose',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_purchase_cert' AND COLUMN_NAME='category_id');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_purchase_cert ADD COLUMN category_id varchar(64) DEFAULT NULL COMMENT ''证用品类ID；选证必填'' AFTER customer_id',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+SET @idx = (SELECT COUNT(*) FROM information_schema.STATISTICS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_purchase_cert' AND INDEX_NAME='idx_purchase_cert_customer');
+SET @sql = IF(@idx=0,
+  'ALTER TABLE pl_purchase_cert ADD KEY idx_purchase_cert_customer (tenant_no, customer_id, category_id, status, del_flag)',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+-- ---------- 运输证扩展 ----------
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_transport_cert' AND COLUMN_NAME='customer_id');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_transport_cert ADD COLUMN customer_id varchar(64) DEFAULT NULL COMMENT ''系统客户ID；选证必填'' AFTER applicant_name',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+SET @idx = (SELECT COUNT(*) FROM information_schema.STATISTICS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_transport_cert' AND INDEX_NAME='idx_transport_cert_customer');
+SET @sql = IF(@idx=0,
+  'ALTER TABLE pl_transport_cert ADD KEY idx_transport_cert_customer (tenant_no, customer_id, status, del_flag)',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+-- ---------- 计划规则版本 / 待完善 ----------
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_plan' AND COLUMN_NAME='cert_quota_rule_version');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_plan ADD COLUMN cert_quota_rule_version varchar(32) DEFAULT NULL COMMENT ''legacy|customer_category；创建时打标'' AFTER quota_cert_waived_time',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;
+
+SET @col = (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA=@schema_name AND TABLE_NAME='pl_plan' AND COLUMN_NAME='quota_cert_pending_fulfill');
+SET @sql = IF(@col=0,
+  'ALTER TABLE pl_plan ADD COLUMN quota_cert_pending_fulfill tinyint NOT NULL DEFAULT 0 COMMENT ''新规则证书齐备待完善 0否 1是'' AFTER cert_quota_rule_version',
+  'SELECT 1');
+PREPARE s FROM @sql; EXECUTE s; DEALLOCATE PREPARE s;

docs/sql/migrations/2026-11-15-pl-plan-cert-usage-item-nullable-contract-scope.sql

@@ -0,0 +1,7 @@
+-- 客户+品类规则下用证明细不再依赖合同绑证 scope；将合同绑定字段改为可空。
+SET NAMES utf8mb4;
+
+ALTER TABLE `pl_plan_cert_usage_item`
+  MODIFY COLUMN `contract_cert_link_id` varchar(64) DEFAULT NULL COMMENT '合同与证件绑定ID；客户品类规则可空',
+  MODIFY COLUMN `contract_cert_product_id` varchar(64) DEFAULT NULL COMMENT '合同证件产品范围明细ID；客户品类规则可空',
+  MODIFY COLUMN `contract_scope_revision` int(11) NOT NULL DEFAULT 0 COMMENT '合同证件适用范围版本；客户品类规则为0';

docs/sql/shanxia2.0.sql

@@ -26711,6 +26711,7 @@ CREATE TABLE `pl_plan_delivery` (
   `notes` varchar(500) DEFAULT NULL COMMENT '注意事项',
   `generate_dibang` tinyint(4) NOT NULL DEFAULT '0' COMMENT '是否生成地磅单 0-否 1-是',
   `dibang_direction` varchar(20) DEFAULT NULL COMMENT '地磅方向 outbound-出库 inbound-入库 none-无',
+  `same_city` tinyint(4) NOT NULL DEFAULT '0' COMMENT '是否同市 0-否 1-是；为 1 时本段易制毒只校验购买证',
   `tenant_no` varchar(64) NOT NULL DEFAULT 'shanxia2.0' COMMENT '租户编号',
   `order_num` int(11) DEFAULT NULL COMMENT '排序号',
   `remark` varchar(512) DEFAULT NULL COMMENT '备注',
@@ -26794,6 +26795,7 @@ CREATE TABLE `pl_plan_load` (
   `notes` varchar(500) DEFAULT NULL COMMENT '注意事项',
   `generate_dibang` tinyint(4) NOT NULL DEFAULT '0' COMMENT '是否生成地磅单 0-否 1-是',
   `dibang_direction` varchar(20) DEFAULT NULL COMMENT '地磅方向 outbound-出库 inbound-入库 none-无',
+  `same_city` tinyint(4) NOT NULL DEFAULT '0' COMMENT '是否同市 0-否 1-是；为 1 时本段易制毒只校验购买证',
   `tenant_no` varchar(64) NOT NULL DEFAULT 'shanxia2.0' COMMENT '租户编号',
   `order_num` int(11) DEFAULT NULL COMMENT '排序号',
   `remark` varchar(512) DEFAULT NULL COMMENT '备注',

docs/superpowers/plans/2026-11-12-doclib-batch-share.md

@@ -0,0 +1,374 @@
+# 文档库多选批量设置分享 Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** 让 Web 文档库 `/#/doclib/enter` 支持多选文档后一次设置分享人员（整份覆盖、交集预选、整批事务）。
+
+**Architecture:** 后端新增 `POST /web/doclib/files/batch-shares`，从现有 `set_shares` 抽出无 commit 的 `_apply_shares`，批量一次 commit；前端放宽 `actionsFor.share`、扩展 `ShareDialog` 为多文档并用 `shareUserIntersection` 预选，统一调用批量 API。
+
+**Tech Stack:** FastAPI / SQLAlchemy / Pydantic v2；Vue 3 / TypeScript / Element Plus；`node:test` + `tsx`（web-admin）。
+
+**Spec:** `docs/superpowers/specs/2026-11-12-doclib-batch-share-design.md`（工单 #25）
+
+---
+
+## File map
+
+| File | Responsibility |
+| --- | --- |
+| `backend/app/schemas/doclib.py` | 新增 `BatchShareBody` |
+| `backend/app/services/doclib_service.py` | `_apply_shares`、`set_shares` 复用、`set_shares_batch` |
+| `backend/app/api/doclib.py` | 注册 `POST .../batch-shares` |
+| `web-admin/src/api/doclib.ts` | `saveDoclibBatchShares` |
+| `web-admin/src/views/doclib/enter/model.ts` | `actionsFor.share` 多选 + `shareUserIntersection` |
+| `web-admin/src/views/doclib/enter/model.test.ts` | 前端纯函数回归 |
+| `web-admin/src/views/doclib/enter/api.test.ts` | 批量 API 适配器断言 |
+| `web-admin/src/views/doclib/enter/ShareDialog.vue` | 多文档摘要、交集预选、批量保存 |
+| `web-admin/src/views/doclib/enter/index.vue` | 工具栏传入全部 `selected` |
+
+说明：仓库内暂无 backend doclib pytest；本计划以服务层行为对照现有 `set_shares`/`delete_files` 实现，并用前端单测锁定契约。若执行时已有可用测试 DB，可追加服务层用例，但不阻塞前端交付。
+
+---
+
+### Task 1: 前端纯函数 — 多选可分享 + 分享人交集
+
+**Files:**
+- Modify: `web-admin/src/views/doclib/enter/model.ts`
+- Modify: `web-admin/src/views/doclib/enter/model.test.ts`
+
+- [ ] **Step 1: 写失败测试（更新 actionsFor + 新增交集）**
+
+在 `model.test.ts` 将首个测试改为多选可分享语义，并新增交集测试：
+
+```ts
+test('可管理文档可多选分享，混合选择不能分享', () => {
+  assert.deepEqual(actionsFor([{ canManage: false }]), {
+    share: false,
+    download: true,
+    delete: false
+  })
+  assert.deepEqual(actionsFor([{ canManage: true }, { canManage: false }]), {
+    share: false,
+    download: true,
+    delete: false
+  })
+  assert.deepEqual(actionsFor([{ canManage: true }]), {
+    share: true,
+    download: true,
+    delete: true
+  })
+  assert.deepEqual(actionsFor([{ canManage: true }, { canManage: true }]), {
+    share: true,
+    download: true,
+    delete: true
+  })
+  assert.deepEqual(actionsFor([]), { share: false, download: false, delete: false })
+})
+
+test('分享人初始勾选取所选文档交集', async () => {
+  const { shareUserIntersection } = await import('./model')
+  const docs = [
+    { shares: [{ id: 'a' }, { id: 'b' }] },
+    { shares: [{ id: 'b' }, { id: 'c' }] }
+  ]
+  assert.deepEqual(shareUserIntersection(docs), ['b'])
+  assert.deepEqual(shareUserIntersection([{ shares: [{ id: 'a' }] }, { shares: [] }]), [])
+  assert.deepEqual(shareUserIntersection([]), [])
+})
+```
+
+- [ ] **Step 2: 跑测试确认失败**
+
+Run（在 `web-admin/`，使用本仓 `node_modules`）:
+
+```bash
+./node_modules/.bin/tsx --test src/views/doclib/enter/model.test.ts
+```
+
+Expected: FAIL（`share` 仍要求 `length === 1`，且无 `shareUserIntersection`）
+
+- [ ] **Step 3: 最小实现**
+
+`model.ts`:
+
+```ts
+export function actionsFor(rows: Array<{ canManage: boolean }>) {
+  return {
+    share: rows.length > 0 && rows.every((row) => row.canManage),
+    download: rows.length > 0,
+    delete: rows.length > 0 && rows.every((row) => row.canManage)
+  }
+}
+
+export function shareUserIntersection(
+  documents: Array<{ shares?: Array<{ id: string }> | null }>
+): string[] {
+  if (!documents.length) return []
+  let ids = new Set(
+    (documents[0].shares || []).map((person) => String(person.id || '').trim()).filter(Boolean)
+  )
+  for (const doc of documents.slice(1)) {
+    const next = new Set(
+      (doc.shares || []).map((person) => String(person.id || '').trim()).filter(Boolean)
+    )
+    ids = new Set([...ids].filter((id) => next.has(id)))
+  }
+  return [...ids]
+}
+```
+
+- [ ] **Step 4: 跑测试确认通过**
+
+```bash
+./node_modules/.bin/tsx --test src/views/doclib/enter/model.test.ts
+```
+
+Expected: PASS
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add web-admin/src/views/doclib/enter/model.ts web-admin/src/views/doclib/enter/model.test.ts
+git commit -m "feat(doclib): 允许多选可管理文档分享并计算分享人交集。"
+```
+
+---
+
+### Task 2: 前端 API — batch-shares 适配器
+
+**Files:**
+- Modify: `web-admin/src/api/doclib.ts`
+- Modify: `web-admin/src/views/doclib/enter/api.test.ts`
+
+- [ ] **Step 1: 写失败测试**
+
+在 `api.test.ts` 追加：
+
+```ts
+test('批量分享提交文档 id 列表与人员 id', async () => {
+  const { api, calls } = apiAdapter()
+  await api.saveDoclibBatchShares(['id/a', 'id/b'], ['u1', 'u2'])
+  assert.equal(calls[0].method, 'post')
+  assert.equal(calls[0].config.url, '/web/doclib/files/batch-shares')
+  assert.deepEqual(calls[0].config.data, { ids: ['id/a', 'id/b'], userIds: ['u1', 'u2'] })
+})
+```
+
+- [ ] **Step 2: 跑测试确认失败**
+
+```bash
+./node_modules/.bin/tsx --test src/views/doclib/enter/api.test.ts
+```
+
+Expected: FAIL（无 `saveDoclibBatchShares`）
+
+- [ ] **Step 3: 最小实现**
+
+在 `doclib.ts` 的 `saveDoclibShares` 旁增加：
+
+```ts
+export const saveDoclibBatchShares = (ids: string[], userIds: string[]) =>
+  request.post<DoclibDocument[]>({
+    url: `${base}/files/batch-shares`,
+    data: { ids, userIds }
+  })
+```
+
+- [ ] **Step 4: 跑测试确认通过**
+
+```bash
+./node_modules/.bin/tsx --test src/views/doclib/enter/api.test.ts
+```
+
+Expected: PASS
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add web-admin/src/api/doclib.ts web-admin/src/views/doclib/enter/api.test.ts
+git commit -m "feat(doclib): 增加批量设置分享 API 客户端。"
+```
+
+---
+
+### Task 3: 后端 — BatchShareBody + set_shares_batch
+
+**Files:**
+- Modify: `backend/app/schemas/doclib.py`
+- Modify: `backend/app/services/doclib_service.py`
+- Modify: `backend/app/api/doclib.py`
+
+- [ ] **Step 1: 增加 schema**
+
+在 `ShareBody` 后增加：
+
+```python
+class BatchShareBody(_Body):
+    ids: List[str] = Field(min_length=1, max_length=100)
+    userIds: List[str] = Field(max_length=500)
+```
+
+- [ ] **Step 2: 重构服务层**
+
+将 `set_shares` 拆为 `_apply_shares`（不 commit）与包装方法；新增 `set_shares_batch`：
+
+```python
+def _apply_shares(self, file_id, user_ids):
+    row = self._file(file_id, manage=True, lock=True)
+    requested = set(user_ids) - {row.create_by}
+    if requested:
+        valid = {u.id for u in self._base(SysUser).filter(
+            SysUser.id.in_(requested), SysUser.status == '1').all()}
+        if requested != valid:
+            raise HTTPException(400, '分享人员不存在、已停用或不属于当前租户')
+    else:
+        valid = set()
+    history = {s.user_id: s for s in self.db.query(DoclibShare).filter(
+        DoclibShare.tenant_no == self.tenant, DoclibShare.file_id == file_id
+    ).populate_existing().with_for_update().all()}
+    for uid, share in history.items():
+        share.del_flag = 0 if uid in requested else 1
+        share.update_by = self.uid
+    for uid in requested - set(history):
+        self.db.add(DoclibShare(file_id=file_id, user_id=uid, **self._public()))
+    row.update_by, row.update_time = self.uid, datetime.now()
+    return row
+
+def set_shares(self, file_id, user_ids):
+    row = self._apply_shares(file_id, user_ids)
+    self.db.commit()
+    return self._serialize_files([row])[0]
+
+def set_shares_batch(self, ids, user_ids):
+    file_ids = sorted({str(i).strip() for i in ids if str(i).strip()})
+    if not file_ids:
+        raise HTTPException(400, '请选择要设置分享的文档')
+    rows = [self._apply_shares(fid, user_ids) for fid in file_ids]
+    self.db.commit()
+    return self._serialize_files(rows)
+```
+
+注意：空 `requested` 时跳过用户表查询（避免 `IN ()`），与「清空分享」语义一致。原 `set_shares` 在 `requested` 为空时 `SysUser.id.in_(set())` 行为依赖方言，重构时一并修掉。
+
+- [ ] **Step 3: 注册路由**
+
+`doclib.py` 增加 import `BatchShareBody`，并在 `batch-delete` 旁：
+
+```python
+@router.post('/web/doclib/files/batch-shares')
+def batch_share_documents(body: BatchShareBody, svc: DoclibService = Depends(service)):
+    return success_response(svc.set_shares_batch(body.ids, body.userIds))
+```
+
+- [ ] **Step 4: 静态核对**
+
+确认：
+- 单文档 `PUT .../shares` 仍指向 `set_shares`
+- 批量路径仅一次 `commit`
+- `_apply_shares` 任一步抛错时不调用 `commit`
+
+可选：在已激活 venv 下对改动文件做语法检查
+
+```bash
+cd backend && source venv/bin/activate && python -c "from app.schemas.doclib import BatchShareBody; from app.services.doclib_service import DoclibService; print('ok')"
+```
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add backend/app/schemas/doclib.py backend/app/services/doclib_service.py backend/app/api/doclib.py
+git commit -m "feat(doclib): 增加批量设置分享接口并复用单文档写入逻辑。"
+```
+
+---
+
+### Task 4: ShareDialog + 列表页接入
+
+**Files:**
+- Modify: `web-admin/src/views/doclib/enter/ShareDialog.vue`
+- Modify: `web-admin/src/views/doclib/enter/index.vue`
+
+- [ ] **Step 1: 改 ShareDialog props 与保存**
+
+- Props：`documents: DoclibDocument[]`（由页面传入；可去掉单 `document` 或保留 computed 取 `documents[0]` 兼容内部逻辑）。
+- 打开时：`userIds = shareUserIntersection(documents)`；摘要展示名称列表（超过 5 个截断并显示「等 N 个」）。
+- `options` 排除所有 `documents` 的 `ownerId`。
+- `save`：若无文档或存在 `!canManage` 则 return；调用 `saveDoclibBatchShares(ids, userIds)`；`emit('saved', updated)`（`updated` 为数组时由父组件刷新）。
+
+示意：
+
+```ts
+const props = defineProps<{ modelValue: boolean; documents: DoclibDocument[] }>()
+// watch open:
+userIds.value = shareUserIntersection(props.documents)
+// save:
+const ids = props.documents.map((d) => d.id)
+const updated = await saveDoclibBatchShares(ids, userIds.value)
+emit('saved', updated)
+```
+
+- [ ] **Step 2: 改 index.vue**
+
+- `shareDocuments` 替代 `shareDocument`（`ref<DoclibDocument[]>`）。
+- `openShare(rows: DoclibDocument | DoclibDocument[])` 规范化为数组。
+- 工具栏：`@click="openShare(selected)"`。
+- 详情：`@click="openShare(detail)"`。
+- `<ShareDialog v-model="shareVisible" :documents="shareDocuments" @saved="shareSaved" />`
+- `shareSaved`：若返回数组则按 id 更新详情；始终 `refresh()`。
+
+- [ ] **Step 3: 跑前端相关测试**
+
+```bash
+cd web-admin
+./node_modules/.bin/tsx --test src/views/doclib/enter/model.test.ts src/views/doclib/enter/api.test.ts
+```
+
+Expected: PASS
+
+- [ ] **Step 4: Commit**
+
+```bash
+git add web-admin/src/views/doclib/enter/ShareDialog.vue web-admin/src/views/doclib/enter/index.vue
+git commit -m "feat(doclib): 文档库支持多选文档后批量设置分享。"
+```
+
+---
+
+### Task 5: 回归核对与交付准备
+
+- [ ] **Step 1: 再跑前端测试套件**
+
+```bash
+cd web-admin && ./node_modules/.bin/tsx --test src/views/doclib/enter/model.test.ts src/views/doclib/enter/api.test.ts
+```
+
+- [ ] **Step 2: 对照验收清单（手工或浏览器）**
+
+1. 多选可管理 → 可开分享；混入不可管理 → 按钮禁用  
+2. 初始勾选为交集  
+3. 保存后各文档分享人一致  
+4. 详情单文档分享仍可用  
+
+- [ ] **Step 3: 更新工单 #25 评论**：分支、提交、测试命令与结果、未跑项（真机）
+
+- [ ] **Step 4: 按用户授权 push 任务分支**（`push_task_branch` 已开；`create_pr` 未开则不建 PR）
+
+---
+
+## Spec coverage self-check
+
+| Spec 要求 | Task |
+| --- | --- |
+| `actionsFor` 多选可管理可分享 | Task 1 |
+| 交集预选 | Task 1 + 4 |
+| `batch-shares` API + 事务 | Task 3 |
+| `_apply_shares` 复用单路径 | Task 3 |
+| 前端批量客户端 | Task 2 |
+| ShareDialog / 工具栏 | Task 4 |
+| 单测 | Task 1–2、5 |
+| 整份覆盖 / 空列表收回 | Task 3–4（沿用 `_apply_shares`） |
+| 非目标：小程序 / 只追加 / 部分成功 | 无任务（刻意不做） |
+
+## Placeholder scan
+
+无 TBD /「类似 Task N」/ 空测试步骤。

docs/superpowers/plans/2026-11-12-document-reminder-edit-jump.md

@@ -0,0 +1,413 @@
+# 证件到期提醒跳转编辑弹窗 Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** 在证件到期提醒列表增加「维护证件」操作列，按车辆/人员及自有/三方跳到基础信息库对应页并自动打开编辑弹窗。
+
+**Architecture:** 纯函数根据主体类型与归属字段解析目标 path；提醒页 get 详情后 `router.push({ path, query: { editId } })`；车辆/自有车辆/人员页监听 `editId` 调用现有 `handleEdit`，成功后 `replace` 清除 query。后端不动。
+
+**Tech Stack:** Vue 3 / TypeScript / vue-router / Element Plus；`node:test` + `tsx`。
+
+**Spec:** `docs/superpowers/specs/2026-11-12-document-reminder-edit-jump-design.md`
+
+---
+
+## File map
+
+| File | Responsibility |
+| --- | --- |
+| `web-admin/src/utils/pl-document-reminder-jump.ts` | 解析目标 path；错误文案常量 |
+| `web-admin/src/utils/pl-document-reminder-jump.test.ts` | 路径解析单测 |
+| `web-admin/src/composables/useRouteEditIdOpen.ts` | 监听 `editId`、调用 opener、清 query |
+| `web-admin/src/views/pl/inventory/document-reminder.vue` | 操作列 + 跳转 |
+| `web-admin/src/views/pl/vehicle/index.vue` | 接入 `editId` 打开编辑 |
+| `web-admin/src/views/pl/self-vehicle/index.vue` | 同上 |
+| `web-admin/src/views/pl/personnel/index.vue` | 同上（覆盖 self / carrier 两路由） |
+
+说明：提交步骤在已获用户授权时执行；否则暂存改动待授权再 commit。
+
+---
+
+### Task 1: 路径解析纯函数 + 单测
+
+**Files:**
+- Create: `web-admin/src/utils/pl-document-reminder-jump.ts`
+- Create: `web-admin/src/utils/pl-document-reminder-jump.test.ts`
+
+- [ ] **Step 1: 写失败测试**
+
+```ts
+import assert from 'node:assert/strict'
+import { describe, it } from 'node:test'
+import {
+  resolveDocumentReminderEditPath,
+  DOCUMENT_REMINDER_JUMP_UNSUPPORTED
+} from './pl-document-reminder-jump'
+
+describe('证件提醒跳转路径', () => {
+  it('车辆按 vehicleType 分流自有与三方', () => {
+    assert.equal(
+      resolveDocumentReminderEditPath({ ownerType: 'vehicle', vehicleType: 'self' }),
+      '/vehicle-mgmt/base-info/self-vehicle'
+    )
+    assert.equal(
+      resolveDocumentReminderEditPath({ ownerType: 'vehicle', vehicleType: 'carrier' }),
+      '/vehicle-mgmt/base-info/vehicle'
+    )
+    assert.equal(
+      resolveDocumentReminderEditPath({ ownerType: 'vehicle', vehicleType: '' }),
+      '/vehicle-mgmt/base-info/vehicle'
+    )
+  })
+
+  it('人员按 personnelAffiliation 分流', () => {
+    assert.equal(
+      resolveDocumentReminderEditPath({
+        ownerType: 'personnel',
+        personnelAffiliation: 'self'
+      }),
+      '/vehicle-mgmt/base-info/personnel'
+    )
+    assert.equal(
+      resolveDocumentReminderEditPath({
+        ownerType: 'personnel',
+        personnelAffiliation: 'carrier'
+      }),
+      '/vehicle-mgmt/base-info/personnel-carrier'
+    )
+    assert.equal(
+      resolveDocumentReminderEditPath({
+        ownerType: 'personnel',
+        personnelAffiliation: ''
+      }),
+      '/vehicle-mgmt/base-info/personnel'
+    )
+  })
+
+  it('不支持的主体返回 null', () => {
+    assert.equal(resolveDocumentReminderEditPath({ ownerType: 'carrier' }), null)
+    assert.equal(resolveDocumentReminderEditPath({ ownerType: '' }), null)
+    assert.equal(DOCUMENT_REMINDER_JUMP_UNSUPPORTED, '暂不支持该主体类型的证件维护跳转')
+  })
+})
+```
+
+- [ ] **Step 2: 跑测确认失败**
+
+```bash
+cd web-admin && ./node_modules/.bin/tsx --test src/utils/pl-document-reminder-jump.test.ts
+```
+
+Expected: FAIL（模块不存在）
+
+- [ ] **Step 3: 实现**
+
+```ts
+export const DOCUMENT_REMINDER_JUMP_UNSUPPORTED = '暂不支持该主体类型的证件维护跳转'
+
+export type ReminderJumpInput = {
+  ownerType?: string | null
+  vehicleType?: string | null
+  personnelAffiliation?: string | null
+}
+
+export function resolveDocumentReminderEditPath(input: ReminderJumpInput): string | null {
+  const ownerType = String(input.ownerType || '').trim()
+  if (ownerType === 'vehicle') {
+    return String(input.vehicleType || '').trim() === 'self'
+      ? '/vehicle-mgmt/base-info/self-vehicle'
+      : '/vehicle-mgmt/base-info/vehicle'
+  }
+  if (ownerType === 'personnel') {
+    return String(input.personnelAffiliation || '').trim() === 'carrier'
+      ? '/vehicle-mgmt/base-info/personnel-carrier'
+      : '/vehicle-mgmt/base-info/personnel'
+  }
+  return null
+}
+```
+
+- [ ] **Step 4: 跑测确认通过**
+
+同 Step 2，Expected: PASS
+
+- [ ] **Step 5: Commit（需授权）**
+
+```bash
+git add web-admin/src/utils/pl-document-reminder-jump.ts \
+  web-admin/src/utils/pl-document-reminder-jump.test.ts
+git commit -m "$(cat <<'EOF'
+feat(web-admin): add document reminder jump path resolver
+
+EOF
+)"
+```
+
+---
+
+### Task 2: `useRouteEditIdOpen` composable
+
+**Files:**
+- Create: `web-admin/src/composables/useRouteEditIdOpen.ts`
+
+- [ ] **Step 1: 实现 composable**
+
+```ts
+import { watch } from 'vue'
+import { useRoute, useRouter } from 'vue-router'
+
+/**
+ * 监听 route.query.editId，调用 openById；结束后清除 editId，避免刷新重复弹窗。
+ * openById 应自行处理加载失败提示。
+ */
+export function useRouteEditIdOpen(openById: (id: string) => void | Promise<void>) {
+  const route = useRoute()
+  const router = useRouter()
+
+  async function consumeEditId() {
+    const raw = route.query.editId
+    const id = Array.isArray(raw) ? String(raw[0] || '') : String(raw || '')
+    if (!id.trim()) return
+    try {
+      await openById(id.trim())
+    } finally {
+      if (route.query.editId == null) return
+      const query = { ...route.query }
+      delete query.editId
+      await router.replace({ path: route.path, query })
+    }
+  }
+
+  watch(
+    () => route.query.editId,
+    () => {
+      void consumeEditId()
+    },
+    { immediate: true }
+  )
+}
+```
+
+- [ ] **Step 2: Commit（需授权）**
+
+```bash
+git add web-admin/src/composables/useRouteEditIdOpen.ts
+git commit -m "$(cat <<'EOF'
+feat(web-admin): add useRouteEditIdOpen for deep-link edit dialogs
+
+EOF
+)"
+```
+
+---
+
+### Task 3: 提醒列表操作列与跳转
+
+**Files:**
+- Modify: `web-admin/src/views/pl/inventory/document-reminder.vue`
+
+- [ ] **Step 1: 模板 — 在 `</ListTable>` 前增加操作列**
+
+在状态/备注列之后、`</ListTable>` 之前插入：
+
+```vue
+            <el-table-column label="操作" fixed="right" min-width="140" align="center">
+              <template #default="{ row }">
+                <el-button
+                  link
+                  type="primary"
+                  :loading="maintainLoadingId === row.id"
+                  @click="handleMaintainCert(row)"
+                >
+                  <el-icon><EditPen /></el-icon>维护证件
+                </el-button>
+              </template>
+            </el-table-column>
+```
+
+- [ ] **Step 2: script — 导入与跳转逻辑**
+
+1. 图标：`import { CircleCheck, Filter, EditPen } from '@element-plus/icons-vue'`
+2. API：`import { inventoryApi, vehicleApi, personnelApi, type DocumentReminder } from '@/api/pl'`
+3. `import { useRouter } from 'vue-router'`（若尚未）
+4. `import { pickBxData } from '@/utils/http/bx'`
+5. `import { resolveDocumentReminderEditPath, DOCUMENT_REMINDER_JUMP_UNSUPPORTED } from '@/utils/pl-document-reminder-jump'`
+6. `import type { VehicleDetail, PersonnelDetail } from '@/api/pl'`（若类型从同文件导出则合并 import）
+
+```ts
+const router = useRouter()
+const maintainLoadingId = ref<string | null>(null)
+
+async function handleMaintainCert(row: DocumentReminder) {
+  const ownerId = String(row.ownerId || '').trim()
+  const ownerType = String(row.ownerType || '').trim()
+  if (!ownerId || !ownerType) {
+    ElMessage.warning('缺少主体信息，无法跳转维护')
+    return
+  }
+  maintainLoadingId.value = row.id
+  try {
+    let path: string | null = null
+    if (ownerType === 'vehicle') {
+      const res = await vehicleApi.get(ownerId)
+      const detail = pickBxData<VehicleDetail>(res) || (res as any)?.data || res
+      const vehicleType = String((detail as VehicleDetail)?.vehicleType || '')
+      path = resolveDocumentReminderEditPath({ ownerType, vehicleType })
+    } else if (ownerType === 'personnel') {
+      const res = await personnelApi.get(ownerId)
+      const detail = pickBxData<PersonnelDetail>(res) || (res as any)?.data || res
+      const personnelAffiliation = String(
+        (detail as PersonnelDetail)?.personnelAffiliation || ''
+      )
+      path = resolveDocumentReminderEditPath({ ownerType, personnelAffiliation })
+    } else {
+      ElMessage.warning(DOCUMENT_REMINDER_JUMP_UNSUPPORTED)
+      return
+    }
+    if (!path) {
+      ElMessage.warning(DOCUMENT_REMINDER_JUMP_UNSUPPORTED)
+      return
+    }
+    await router.push({ path, query: { editId: ownerId } })
+  } catch {
+    ElMessage.error('无法打开主体档案，请确认数据存在且有权限')
+  } finally {
+    maintainLoadingId.value = null
+  }
+}
+```
+
+确保页面已导入 `ElMessage`（项目若自动导入则无需手写）。
+
+- [ ] **Step 3: Commit（需授权）**
+
+```bash
+git add web-admin/src/views/pl/inventory/document-reminder.vue
+git commit -m "$(cat <<'EOF'
+feat(web-admin): add maintain-cert action on document reminder list
+
+EOF
+)"
+```
+
+---
+
+### Task 4: 车辆 / 自有车辆页响应 `editId`
+
+**Files:**
+- Modify: `web-admin/src/views/pl/vehicle/index.vue`
+- Modify: `web-admin/src/views/pl/self-vehicle/index.vue`
+
+- [ ] **Step 1: vehicle/index.vue**
+
+在 `handleEdit` 定义之后加入：
+
+```ts
+import { useRouteEditIdOpen } from '@/composables/useRouteEditIdOpen'
+
+useRouteEditIdOpen(async (id) => {
+  await handleEdit({ id } as Vehicle)
+})
+```
+
+确认 `handleEdit` 仅依赖 `row.id` 拉详情（现有实现用 `vehicleApi.get(row.id)`）。若 TypeScript 抱怨，使用 `as Vehicle` 或最小对象即可。
+
+- [ ] **Step 2: self-vehicle/index.vue**
+
+同样在 `handleEdit` 之后：
+
+```ts
+import { useRouteEditIdOpen } from '@/composables/useRouteEditIdOpen'
+
+useRouteEditIdOpen(async (id) => {
+  await handleEdit({ id } as Vehicle)
+})
+```
+
+（若自有车页 Vehicle 类型同名，用该页已有类型。）
+
+- [ ] **Step 3: Commit（需授权）**
+
+```bash
+git add web-admin/src/views/pl/vehicle/index.vue \
+  web-admin/src/views/pl/self-vehicle/index.vue
+git commit -m "$(cat <<'EOF'
+feat(web-admin): open vehicle edit dialog from editId query
+
+EOF
+)"
+```
+
+---
+
+### Task 5: 人员页响应 `editId`
+
+**Files:**
+- Modify: `web-admin/src/views/pl/personnel/index.vue`
+
+- [ ] **Step 1: 接入 composable**
+
+在 `handleEdit` 之后：
+
+```ts
+import { useRouteEditIdOpen } from '@/composables/useRouteEditIdOpen'
+
+useRouteEditIdOpen(async (id) => {
+  await handleEdit({ id } as Personnel)
+})
+```
+
+该组件同时挂 `personnel` 与 `personnel-carrier`，两路由都会响应 `editId`。提醒页已按 affiliation 选对 path；若进错页，`handleEdit`/列表数据范围会失败——保持现有错误提示即可，必要时在 `openById` 外包一层 try/catch 用 `ElMessage.error`。
+
+- [ ] **Step 2: Commit（需授权）**
+
+```bash
+git add web-admin/src/views/pl/personnel/index.vue
+git commit -m "$(cat <<'EOF'
+feat(web-admin): open personnel edit dialog from editId query
+
+EOF
+)"
+```
+
+---
+
+### Task 6: 验证
+
+**Files:** 无必须改动。
+
+- [ ] **Step 1: 单元测试**
+
+```bash
+cd web-admin && ./node_modules/.bin/tsx --test src/utils/pl-document-reminder-jump.test.ts
+```
+
+Expected: PASS
+
+- [ ] **Step 2: 手工冒烟（需登录）**
+
+1. 打开 `/#/pl/document-reminder-module/document-reminder`
+2. 点车辆行「维护证件」→ 进入对应自有/三方车辆页且编辑弹窗打开，证件可编辑
+3. 点人员行同理
+4. 刷新目标页不重复弹窗（query 已清）
+5. 原「处理」按钮仍可用
+
+- [ ] **Step 3: 记录未跑项**
+
+若无法登录 UI，在交付说明写明仅完成单测与代码接入，UI 冒烟待用户验证。
+
+---
+
+## Spec coverage
+
+| 设计项 | 任务 |
+| --- | --- |
+| 操作列「维护证件」 | Task 3 |
+| 按类型/归属分流 path | Task 1 + 3 |
+| `editId` 打开编辑并清 query | Task 2 + 4 + 5 |
+| 后端不动 / 不自动 resolve | 全程遵守 |
+| 仅 Web | 不改 miniprogram |
+
+## Placeholder scan
+
+无 TBD；路径、文件、测试命令、代码块已钉死。

docs/superpowers/plans/2026-11-12-pl-etc-fuel-recharge-split.md

@@ -0,0 +1,543 @@
+# ETC / 油卡充值管理拆分 Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Web 端将混合的「ETC/油卡充值管理」拆成并列的【ETC充值管理】与【油卡充值管理】；前端复制页面并按类型过滤，后端共用接口并新增 `rechargeTypeNe`；审批流程与审批人配置保持一套。
+
+**Architecture:** 后端在现有 list/export/approval/board 过滤链增加 `recharge_type_ne`；油卡前端固定传 `rechargeTypeNe=etc`，ETC 前端固定传 `rechargeType=etc` 并复制四套页面。原分组 path 改为 `fuel-recharge`，新建 `etc-recharge` 分组；顶部 `PlRechargeSummary` 仅油卡路径显示。工作流 `biz_type=vehicle_recharge` 不拆。
+
+**Tech Stack:** FastAPI / SQLAlchemy；Vue 3 / TypeScript / Element Plus；pytest；`node:test` + `tsx`；MySQL 菜单迁移 SQL。
+
+**Spec:** `docs/superpowers/specs/2026-11-12-pl-etc-fuel-recharge-split-design.md`
+
+---
+
+## File map
+
+| File | Responsibility |
+| --- | --- |
+| `backend/app/services/pl/vehicle_recharge_list_filters.py` | `recharge_type_ne` → `col != value` |
+| `backend/app/services/pl_vehicle_recharge_service.py` | `list_applies` / `list_disburse_board`（及 list_records 若已接类型）透传 ne |
+| `backend/app/services/pl_vehicle_recharge_approval_service.py` | pending/done 透传 ne |
+| `backend/app/api/pl/vehicle_recharge.py` | Query/export body 增加 `rechargeTypeNe` |
+| `backend/app/api/pl/vehicle_recharge_approval.py` | pending/done 增加 `rechargeTypeNe` |
+| `backend/tests/test_pl_vehicle_ops_list_filters.py` | ne 过滤单测 |
+| `web-admin/src/utils/pl-recharge-summary.ts` | 仅 `fuel-recharge` 显示统计 |
+| `web-admin/src/utils/pl-recharge-summary.test.ts` | 路由断言更新 |
+| `web-admin/src/views/pl/vehicle-recharge-{apply,approval,record,workflow}/` | 油卡侧：排除 etc、文案、默认类型 |
+| `web-admin/src/views/pl/etc-vehicle-recharge-{apply,approval,record,workflow}/` | ETC 复制页：固定 etc、无油卡字段、新 table-key |
+| `web-admin/src/router/modules/pl.ts` | 分组 path、标题、ETC 子路由、旧 URL redirect |
+| `docs/sql/migrations/2026-11-12-pl-etc-fuel-recharge-split-menus.sql` | 改名、改 path、新建 ETC 菜单、角色同步 |
+| `web-admin/src/components/core/layouts/art-page-content/index.vue` | 确认 summary 仍指向油卡申请 menuCode（一般无需改逻辑） |
+
+**说明：**
+
+- 「车油卡信息」`PL_VEH_FUEL_CARD` 继续留在油卡分组下（现挂在原充值分组），不迁入 ETC。
+- 写入接口本期不按域拆分；类型由前端固定。
+- 提交前须有用户明确授权再 `git commit`；下列 Commit 步骤在已授权时执行。
+
+---
+
+### Task 1: 后端 `rechargeTypeNe` 过滤
+
+**Files:**
+- Modify: `backend/app/services/pl/vehicle_recharge_list_filters.py`
+- Modify: `backend/tests/test_pl_vehicle_ops_list_filters.py`
+- Modify: `backend/app/services/pl_vehicle_recharge_service.py`
+- Modify: `backend/app/services/pl_vehicle_recharge_approval_service.py`
+- Modify: `backend/app/api/pl/vehicle_recharge.py`
+- Modify: `backend/app/api/pl/vehicle_recharge_approval.py`
+
+- [ ] **Step 1: 写失败单测**
+
+在 `test_pl_vehicle_ops_list_filters.py` 追加：
+
+```python
+def test_recharge_apply_type_ne_filter():
+    filters = build_recharge_apply_column_filters(recharge_type_ne="etc")
+    assert len(filters) == 1
+    sql = _compile(filters[0])
+    assert "recharge_type" in sql
+    assert "!=" in sql or "<>" in sql
+    assert "etc" in sql
+
+
+def test_recharge_disburse_board_type_ne_filter():
+    filters = build_recharge_disburse_board_column_filters(recharge_type_ne="etc")
+    assert any("recharge_type" in _compile(f) for f in filters)
+```
+
+- [ ] **Step 2: 跑测确认失败**
+
+```bash
+cd backend && source venv/bin/activate
+pytest tests/test_pl_vehicle_ops_list_filters.py::test_recharge_apply_type_ne_filter tests/test_pl_vehicle_ops_list_filters.py::test_recharge_disburse_board_type_ne_filter -v
+```
+
+Expected: FAIL（未知参数或无 ne 条件）
+
+- [ ] **Step 3: 实现 filter 层**
+
+在 `vehicle_recharge_list_filters.py` 增加：
+
+```python
+def _append_ne_filter(filters: list, col, raw: Optional[str]) -> None:
+    value = (raw or "").strip()
+    if value:
+        filters.append(col != value)
+```
+
+`build_recharge_apply_column_filters` / `build_recharge_disburse_board_column_filters` 增加参数 `recharge_type_ne: Optional[str] = None`，在现有 `_append_enum_filter(... recharge_type ...)` 之后调用：
+
+```python
+_append_ne_filter(filters, PlVehicleRechargeApply.recharge_type, recharge_type_ne)
+```
+
+（发放看板同样用 `PlVehicleRechargeApply.recharge_type`。）
+
+- [ ] **Step 4: 透传 service + API**
+
+对以下调用链增加同名可选参数并向下传递（alias `rechargeTypeNe`）：
+
+1. `list_applies`（service + `_apply_list_kwargs` / export 解析 + `list_applies` Query）
+2. `list_disburse_board`（及 export）
+3. `list_records`（若当前已支持 `recharge_type`，一并加 ne；否则仅保证 apply/board/approval）
+4. approval `list_pending` / `list_done`（`vehicle_recharge_approval.py` 的 `_param_get` 与 Query）
+
+示例（API Query）：
+
+```python
+recharge_type_ne: Optional[str] = Query(default=None, alias="rechargeTypeNe"),
+```
+
+export body Field 同样加 `rechargeTypeNe`。
+
+- [ ] **Step 5: 跑测确认通过**
+
+```bash
+cd backend && source venv/bin/activate
+pytest tests/test_pl_vehicle_ops_list_filters.py -v
+```
+
+Expected: PASS
+
+- [ ] **Step 6: Commit（需用户授权）**
+
+```bash
+git add backend/app/services/pl/vehicle_recharge_list_filters.py \
+  backend/app/services/pl_vehicle_recharge_service.py \
+  backend/app/services/pl_vehicle_recharge_approval_service.py \
+  backend/app/api/pl/vehicle_recharge.py \
+  backend/app/api/pl/vehicle_recharge_approval.py \
+  backend/tests/test_pl_vehicle_ops_list_filters.py
+git commit -m "$(cat <<'EOF'
+feat(pl): add rechargeTypeNe filter for vehicle recharge lists
+
+EOF
+)"
+```
+
+---
+
+### Task 2: 顶部统计仅油卡路由
+
+**Files:**
+- Modify: `web-admin/src/utils/pl-recharge-summary.ts`
+- Modify: `web-admin/src/utils/pl-recharge-summary.test.ts`
+
+- [ ] **Step 1: 更新失败测试**
+
+替换 `isRechargeSummaryRoute` 相关用例为：
+
+```ts
+it('只对油卡充值业务子页显示，ETC 与其它车辆页不显示', () => {
+  assert.equal(
+    isRechargeSummaryRoute('/vehicle-mgmt/fuel-recharge/vehicle-recharge-apply'),
+    true
+  )
+  assert.equal(
+    isRechargeSummaryRoute('/vehicle-mgmt/fuel-recharge/vehicle-recharge-record'),
+    true
+  )
+  assert.equal(
+    isRechargeSummaryRoute('/vehicle-mgmt/fuel-recharge/vehicle-recharge-approval'),
+    true
+  )
+  assert.equal(
+    isRechargeSummaryRoute('/vehicle-mgmt/fuel-recharge/vehicle-recharge-workflow'),
+    true
+  )
+  assert.equal(
+    isRechargeSummaryRoute('/vehicle-mgmt/etc-recharge/etc-vehicle-recharge-apply'),
+    false
+  )
+  assert.equal(
+    isRechargeSummaryRoute('/vehicle-mgmt/etc-recharge/vehicle-recharge-apply'),
+    false
+  )
+  assert.equal(isRechargeSummaryRoute('/vehicle-mgmt/vehicle-fuel-card'), false)
+  assert.equal(isRechargeSummaryRoute('/vehicle-mgmt/vehicle'), false)
+})
+```
+
+- [ ] **Step 2: 跑测确认失败**
+
+```bash
+cd web-admin && ./node_modules/.bin/tsx --test src/utils/pl-recharge-summary.test.ts
+```
+
+Expected: FAIL（旧路径仍为 true / 新 fuel 路径未匹配）
+
+- [ ] **Step 3: 实现**
+
+```ts
+export function isRechargeSummaryRoute(path: string) {
+  return /\/fuel-recharge\/vehicle-recharge-(apply|approval|record|workflow)\/?$/.test(
+    path
+  )
+}
+```
+
+确认 `art-page-content` 仍用 `menuCode === 'pl:vehicle-recharge-apply:list'` 解析跳转（油卡申请 perms 不变），一般无需改文件。
+
+- [ ] **Step 4: 跑测确认通过**
+
+同 Step 2，Expected: PASS
+
+- [ ] **Step 5: Commit（需用户授权）**
+
+```bash
+git add web-admin/src/utils/pl-recharge-summary.ts web-admin/src/utils/pl-recharge-summary.test.ts
+git commit -m "$(cat <<'EOF'
+fix(web-admin): show recharge summary only on fuel-recharge routes
+
+EOF
+)"
+```
+
+---
+
+### Task 3: 油卡侧原页面改造（排除 ETC）
+
+**Files:**
+- Modify: `web-admin/src/views/pl/vehicle-recharge-apply/index.vue`
+- Modify: `web-admin/src/views/pl/vehicle-recharge-approval/index.vue`
+- Modify: `web-admin/src/views/pl/vehicle-recharge-record/index.vue`
+- Modify: `web-admin/src/views/pl/vehicle-recharge-workflow/index.vue`
+- Modify: `web-admin/src/views/pl/vehicle-recharge-apply/columnFilterDefs.ts`（若枚举选项在此定义）
+
+- [ ] **Step 1: 申请页强制排除 etc**
+
+在 `buildListQueryParams`（约 L715）末尾增加：
+
+```ts
+params.rechargeTypeNe = 'etc'
+return params
+```
+
+若用户列筛选选了 `rechargeType` 且包含 `etc`，以 ne 为准仍排除 etc（后端 `!=` 与 `IN` 同时生效时需确认 SQLAlchemy 为 AND）。为避免矛盾：油卡页 `enumOptionsFor('rechargeType')` **过滤掉** `etc` 选项；表单 `<el-option>` 同样不渲染 `etc`。
+
+默认新建类型：
+
+```ts
+// handleAdd / formData 初始
+formData.rechargeType = 'fuel'
+```
+
+文案：文件头注释、导出 filename、提示里的「ETC/油卡」改为「油卡」（审批跳转文案等同理）。
+
+- [ ] **Step 2: 审批页 / 发放页同样传 `rechargeTypeNe=etc`**
+
+在各自组装 list/export/board 参数处增加 `rechargeTypeNe: 'etc'`；充值类型筛选项去掉 etc；文案改为油卡。
+
+发放页中类似：
+
+```ts
+ElMessage.warning('审批中的申请请到「油卡充值审批」菜单完成发放登记')
+```
+
+- [ ] **Step 3: 审批人设置页**
+
+顶部 `wf-info-bar` 旁或下方增加一行提示（简短即可）：
+
+```vue
+<span class="form-tip">ETC 与油卡共用同一套审批人配置</span>
+```
+
+不改 `biz_type` / API。
+
+- [ ] **Step 4: 本地点验（开发服）**
+
+打开 `/#/vehicle-mgmt/fuel-recharge/vehicle-recharge-apply`（路由 Task 5 完成前可暂用旧 path 带 `rechargeTypeNe` 联调）。确认列表无 etc 行；新建无 ETC 选项。
+
+- [ ] **Step 5: Commit（需用户授权）**
+
+```bash
+git add web-admin/src/views/pl/vehicle-recharge-apply \
+  web-admin/src/views/pl/vehicle-recharge-approval \
+  web-admin/src/views/pl/vehicle-recharge-record \
+  web-admin/src/views/pl/vehicle-recharge-workflow
+git commit -m "$(cat <<'EOF'
+fix(web-admin): restrict legacy recharge pages to non-ETC types
+
+EOF
+)"
+```
+
+---
+
+### Task 4: 复制并改造 ETC 四套页面
+
+**Files:**
+- Create: `web-admin/src/views/pl/etc-vehicle-recharge-apply/`（含 `index.vue`、`columnFilterDefs.ts`）
+- Create: `web-admin/src/views/pl/etc-vehicle-recharge-approval/index.vue`
+- Create: `web-admin/src/views/pl/etc-vehicle-recharge-record/index.vue`
+- Create: `web-admin/src/views/pl/etc-vehicle-recharge-workflow/index.vue`
+
+- [ ] **Step 1: 复制目录**
+
+```bash
+cd web-admin/src/views/pl
+cp -R vehicle-recharge-apply etc-vehicle-recharge-apply
+cp -R vehicle-recharge-approval etc-vehicle-recharge-approval
+cp -R vehicle-recharge-record etc-vehicle-recharge-record
+cp -R vehicle-recharge-workflow etc-vehicle-recharge-workflow
+```
+
+- [ ] **Step 2: ETC 申请页改造清单（在复制后的文件上改）**
+
+1. 注释与标题文案 →「ETC充值申请」等。
+2. `buildListQueryParams`：删除 `rechargeTypeNe`；固定 `params.rechargeType = 'etc'`（若用户又选了类型筛选，仍强制 etc，或隐藏类型筛选项）。
+3. 表单：充值类型固定 `etc`，可用只读展示或隐藏 select 并在提交时写死；去掉油卡卡号相关表单项与 `useVehicleFuelCard` 展示（ETC 不需要）。
+4. `table-key`、`usePersistedListColumns` 的 localStorage key、导出列定义 key → 加 `etc-` 前缀，例如 `pl-etc-vehicle-recharge-apply`、`pl-etc-vehicle-recharge-apply-list-columns-v2`。
+5. `columnFilterDefs` 中若 import 路径指向旧目录，改为相对本目录或 `@/views/pl/etc-vehicle-recharge-apply/columnFilterDefs`。
+6. 权限指令 / `menuCode` 若页面内有硬编码，改为 ETC 新 perms（与菜单 SQL 一致，见 Task 6）：`pl:etc-vehicle-recharge-apply:*`。
+7. 统计刷新：可保留 `mittBus.emit('rechargeSummaryRefresh')`（无害）；ETC 路由本就不显示 summary。
+
+- [ ] **Step 3: ETC 审批 / 发放页**
+
+- 列表参数固定 `rechargeType=etc`。
+- 文案「ETC充值审批」「ETC发放管理」。
+- 新 `table-key` / 列偏好 key。
+- 发放页跳转提示改为「ETC充值审批」。
+- 隐藏或固定类型筛选为 etc；无油卡卡号列亦可保留显示为 —。
+
+- [ ] **Step 4: ETC 审批人设置页**
+
+- 仍调用现有工作流 API / `vehicle_recharge` biz_type（与油卡页相同 service 调用）。
+- 增加共用说明文案。
+- `table-key` 改为 `pl-etc-vehicle-recharge-workflow`（仅前端偏好隔离）。
+- 页面内 perms 复用 `pl:vehicle-recharge-workflow:*`（与设计一致）。
+
+- [ ] **Step 5: Commit（需用户授权）**
+
+```bash
+git add web-admin/src/views/pl/etc-vehicle-recharge-apply \
+  web-admin/src/views/pl/etc-vehicle-recharge-approval \
+  web-admin/src/views/pl/etc-vehicle-recharge-record \
+  web-admin/src/views/pl/etc-vehicle-recharge-workflow
+git commit -m "$(cat <<'EOF'
+feat(web-admin): add dedicated ETC vehicle recharge pages
+
+EOF
+)"
+```
+
+---
+
+### Task 5: 静态路由与 redirect
+
+**Files:**
+- Modify: `web-admin/src/router/modules/pl.ts`
+
+- [ ] **Step 1: 原分组改为油卡**
+
+将 `PL_GROUP_VEH_RECHARGE`：
+
+- `path: 'etc-recharge'` → `'fuel-recharge'`
+- `meta.title` → `'油卡充值管理'`
+- 子菜单 title：`油卡充值申请` / `油卡充值审批` / `油卡充值发放管理` / `油卡充值审批人设置`
+- **保留** `PL_VEH_FUEL_CARD`（车油卡信息）在此分组下
+- component 仍指向原 `pl/vehicle-recharge-*`
+
+- [ ] **Step 2: 新增 ETC 分组（插在油卡分组旁）**
+
+```ts
+{
+  id: 'PL_GROUP_VEH_ETC_RECHARGE',
+  name: 'PlVehicleEtcRechargeGroup',
+  path: 'etc-recharge',
+  meta: { title: 'ETC充值管理', keepAlive: false },
+  children: [
+    {
+      id: 'PL_ETC_VEH_RECHARGE_APPLY',
+      name: 'PlEtcVehicleRechargeApply',
+      path: 'etc-vehicle-recharge-apply',
+      component: '/pl/etc-vehicle-recharge-apply/index',
+      meta: {
+        title: 'ETC充值申请',
+        keepAlive: false,
+        menuCode: 'pl:etc-vehicle-recharge-apply:list'
+      }
+    },
+    {
+      id: 'PL_ETC_VEH_RECHARGE_APPROVAL',
+      name: 'PlEtcVehicleRechargeApproval',
+      path: 'etc-vehicle-recharge-approval',
+      component: '/pl/etc-vehicle-recharge-approval/index',
+      meta: {
+        title: 'ETC充值审批',
+        keepAlive: false,
+        menuCode: 'pl:etc-vehicle-recharge-approval:list'
+      }
+    },
+    {
+      id: 'PL_ETC_VEH_RECHARGE_RECORD',
+      name: 'PlEtcVehicleRechargeRecord',
+      path: 'etc-vehicle-recharge-record',
+      component: '/pl/etc-vehicle-recharge-record/index',
+      meta: {
+        title: 'ETC发放管理',
+        keepAlive: false,
+        menuCode: 'pl:etc-vehicle-recharge-record:list'
+      }
+    },
+    {
+      id: 'PL_ETC_VEH_RECHARGE_WF',
+      name: 'PlEtcVehicleRechargeWorkflow',
+      path: 'etc-vehicle-recharge-workflow',
+      component: '/pl/etc-vehicle-recharge-workflow/index',
+      meta: {
+        title: 'ETC充值审批人设置',
+        keepAlive: false,
+        menuCode: 'pl:vehicle-recharge-workflow:list'
+      }
+    }
+  ]
+}
+```
+
+- [ ] **Step 3: 更新隐藏 redirect**
+
+所有原指向 `/vehicle-mgmt/etc-recharge/vehicle-recharge-*` 的 redirect，改为：
+
+`/vehicle-mgmt/fuel-recharge/vehicle-recharge-*`
+
+（书签落到油卡侧。）
+
+- [ ] **Step 4: Commit（需用户授权）**
+
+```bash
+git add web-admin/src/router/modules/pl.ts
+git commit -m "$(cat <<'EOF'
+feat(web-admin): split etc and fuel recharge router groups
+
+EOF
+)"
+```
+
+---
+
+### Task 6: 菜单迁移 SQL + 角色同步
+
+**Files:**
+- Create: `docs/sql/migrations/2026-11-12-pl-etc-fuel-recharge-split-menus.sql`
+
+- [ ] **Step 1: 编写可重复执行的迁移**
+
+要点（MySQL 5.7，`SET NAMES utf8mb4;` + 事务）：
+
+1. 更新原分组与子菜单名称：
+   - `PL_GROUP_VEH_RECHARGE`：`menu_name='油卡充值管理'`，`path='fuel-recharge'`，remark 更新
+   - 原子菜单名改为「油卡充值申请/审批/发放管理/审批人设置」
+2. 插入 ETC 分组（`parent_id=PL_GROUP_VEHICLE`，`path='etc-recharge'`，`order_num` 建议小于油卡分组以便并列靠前，或紧挨油卡）：
+   - id: `PL_GROUP_VEH_ETC_RECHARGE`
+3. 插入 4 个 C 菜单（component / path / perms 与 Task 5 一致）：
+   - Apply/Approval/Record：新 perms `pl:etc-vehicle-recharge-*:list`
+   - WF：`perms='pl:vehicle-recharge-workflow:list'`（复用）
+4. 为 Apply/Approval/Record 复制对应 F 按钮菜单（对照现有 `PL_VRA_*` / `PL_VRR_*` / 审批按钮），id 前缀 `PL_ETC_…`，perms 换新前缀。
+5. 角色同步：对已拥有对应油卡菜单（如 `PL_VEH_RECHARGE_APPLY`）的角色，插入 ETC 对等菜单及祖先（模式参考 `docs/sql/migrations/2026-10-25-pl-vehicle-fuel-card.sql` 的 `sys_role_menu` 段）；`NOT EXISTS` 防重复；不恢复管理员已软删授权。
+6. WF 菜单：对已有 `PL_VEH_RECHARGE_WF` 授权的角色补 `PL_ETC_VEH_RECHARGE_WF` + 分组祖先。
+
+- [ ] **Step 2: 在本地库执行并抽查**
+
+```bash
+# 使用项目既有 mysql 方式执行该 migration；执行后：
+# SELECT id,menu_name,path,component,perms FROM sys_menu
+# WHERE id LIKE 'PL_%RECHARGE%' OR parent_id IN ('PL_GROUP_VEH_RECHARGE','PL_GROUP_VEH_ETC_RECHARGE');
+```
+
+Expected: 两组菜单并存；油卡 path=`fuel-recharge`；ETC 指向 `pl/etc-vehicle-recharge-*`。
+
+- [ ] **Step 3: Commit（需用户授权）**
+
+```bash
+git add docs/sql/migrations/2026-11-12-pl-etc-fuel-recharge-split-menus.sql
+git commit -m "$(cat <<'EOF'
+chore(sql): split ETC and fuel recharge menus with role sync
+
+EOF
+)"
+```
+
+---
+
+### Task 7: 联调验收与回归
+
+**Files:** 无必须改动；按需修漏网文案 / 参数。
+
+- [ ] **Step 1: 后端过滤回归**
+
+```bash
+cd backend && source venv/bin/activate
+pytest tests/test_pl_vehicle_ops_list_filters.py -v
+```
+
+Expected: PASS
+
+- [ ] **Step 2: 前端 summary 单测**
+
+```bash
+cd web-admin && ./node_modules/.bin/tsx --test src/utils/pl-recharge-summary.test.ts
+```
+
+Expected: PASS
+
+- [ ] **Step 3: 类型检查（可选但推荐）**
+
+```bash
+cd web-admin && pnpm build:typecheck
+```
+
+Expected: 与本改动相关的错误为 0
+
+- [ ] **Step 4: 手工验收对照设计「验收」清单**
+
+1. 侧栏并列【ETC充值管理】【油卡充值管理】，ETC 4 子菜单；油卡含原 4 项 +「车油卡信息」。
+2. ETC 列表仅 etc；新建固定 ETC；无顶部统计。
+3. 油卡列表无 etc；有顶部统计；卡片跳转进油卡申请。
+4. 两边审批人设置改同一套节点。
+5. 旧 URL `/#/vehicle-mgmt/etc-recharge/vehicle-recharge-apply` redirect 到 fuel 路径。
+6. 小程序未改。
+
+- [ ] **Step 5: 若有修复，再提交（需用户授权）**
+
+---
+
+## Spec coverage（自检）
+
+| 设计要求 | 任务 |
+| --- | --- |
+| 并列两模块 + 子菜单 | Task 5–6 |
+| 油卡排除 etc、界面现状 | Task 3 |
+| ETC 复制页 + 固定 etc + 无统计 | Task 2、4 |
+| 后端不整拆 + `rechargeTypeNe` | Task 1 |
+| 审批/审批人保持一套 + 双入口 | Task 3–4 workflow |
+| 仅 Web | 全程不改 miniprogram |
+| 旧 URL redirect | Task 5 |
+| 角色默认同步 | Task 6 |
+| 车油卡信息归属油卡组 | Task 5–6 明确保留 |
+
+## Placeholder scan
+
+无 TBD/TODO；油卡/ETC 路径、菜单 id、perms、测试命令已钉死。

docs/superpowers/plans/2026-11-12-pl-recharge-pending-disburse-status.md

@@ -0,0 +1,498 @@
+# 充值申请「发放中」状态 Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** 末级审批通过进入发放节点后，申请状态变为 `pending`，Web 展示为「发放中」；待办/徽章/发放登记与撤销回退一并兼容。
+
+**Architecture:** 油卡/ETC 共用后端状态机。`approve_apply` 在下一节点为 `disburse` 时写入 `pending`；`_current_node` / `list_pending` / 菜单徽章同时接受 `in_approval` 与 `pending`；撤销发放有流程时回退 `pending`。前端仅改充值申请文案与筛选项（尿素等其它业务不动）。
+
+**Tech Stack:** FastAPI / SQLAlchemy、pytest、Vue 3 + Element Plus（web-admin）
+
+**Spec:** `docs/superpowers/specs/2026-11-12-pl-recharge-pending-disburse-status-design.md`
+
+---
+
+## File map
+
+| 文件 | 职责 |
+| --- | --- |
+| `backend/app/schemas/pl/vehicle_recharge.py` | `APPLY_STATUSES` 纳入 `pending` |
+| `backend/app/services/pl_vehicle_recharge_approval_service.py` | 审批推进切 `pending`；待办/当前节点准入 |
+| `backend/app/services/pl_vehicle_recharge_service.py` | 撤销/换绑回退；关联提示文案 |
+| `backend/app/services/pl_menu_badge_service.py` | 徽章计数含 `pending` |
+| `backend/app/api/pl/vehicle_recharge.py` | 导出状态标签「发放中」 |
+| `backend/tests/test_pl_vehicle_recharge_workflow.py` | 状态机单测 |
+| `backend/tests/test_pl_menu_badge_recharge_approval.py` | 徽章含 pending |
+| `web-admin/src/utils/pl-display.ts` | 充值申请 `pending` → 发放中 |
+| `web-admin/src/views/pl/vehicle-recharge-apply/columnFilterDefs.ts` | 筛选项 |
+| `web-admin/src/views/pl/etc-vehicle-recharge-apply/columnFilterDefs.ts` | 筛选项 |
+| `web-admin/src/views/pl/vehicle-recharge-record/index.vue` | 撤销确认文案 |
+| `web-admin/src/views/pl/etc-vehicle-recharge-record/index.vue` | 撤销确认文案 |
+
+---
+
+### Task 1: Schema + 审批推进写 pending（TDD）
+
+**Files:**
+- Modify: `backend/app/schemas/pl/vehicle_recharge.py`
+- Modify: `backend/app/services/pl_vehicle_recharge_approval_service.py`
+- Modify: `backend/tests/test_pl_vehicle_recharge_workflow.py`
+
+- [ ] **Step 1: 改现有断言并加失败用例**
+
+在 `test_apply_statuses_include_workflow_states` 中让集合包含 `pending`：
+
+```python
+assert {"draft", "in_approval", "pending", "rejected", "disbursed", "cancelled"} <= APPLY_STATUSES
+```
+
+将 `test_approve_advances_to_next_node` 中通过后断言改为（默认种子流程下一节点是发放）：
+
+```python
+assert result.status == "pending"
+assert result.current_node == node_fin
+```
+
+新增三级流程用例（一级通过仍审批中，二级通过变发放中）：
+
+```python
+def _seed_three_node_workflow(db) -> tuple[str, str, str, str]:
+    wf_id = "wf-3"
+    n1, n2, n3 = "node-a1", "node-a2", "node-dis"
+    db.add(
+        BxWorkflowDef(
+            id=wf_id,
+            biz_type="vehicle_recharge",
+            wf_name="三级充值流程",
+            status=1,
+            tenant_no="t1",
+            create_dept_id="d1",
+        )
+    )
+    for nid, name, order, uid, uname, action in (
+        (n1, "一审", 1, "u-a1", "一审", "approve"),
+        (n2, "二审", 2, "u-a2", "二审", "approve"),
+        (n3, "发放", 3, "u-fin", "财务", "disburse"),
+    ):
+        db.add(
+            BxWorkflowNode(
+                id=nid,
+                wf_id=wf_id,
+                node_name=name,
+                node_order=order,
+                approver_id=uid,
+                approver_name=uname,
+                action_type=action,
+                tenant_no="t1",
+                create_dept_id="d1",
+            )
+        )
+    return wf_id, n1, n2, n3
+
+
+def test_mid_approve_stays_in_approval_final_approve_sets_pending(monkeypatch):
+    from app.services import pl_vehicle_recharge_approval_service as approval_svc
+    from app.services import pl_vehicle_recharge_service as svc
+
+    db = _make_session()
+    _seed_vehicle(db)
+    wf_id, n1, n2, n3 = _seed_three_node_workflow(db)
+    db.add(
+        PlVehicleRechargeApply(
+            id="apply-1",
+            apply_no="YK2026092601",
+            license_plate="鄂A00001",
+            recharge_type="fuel",
+            apply_date=date(2026, 9, 26),
+            applicant_id="u-applicant",
+            status="in_approval",
+            wf_id=wf_id,
+            current_node=n1,
+            approval_round=1,
+            tenant_no="t1",
+            create_dept_id="d1",
+        )
+    )
+    db.commit()
+    _patch_scope(monkeypatch, svc)
+
+    mid = approval_svc.approve_apply(db, "t1", _user("u-a1", "一审"), "apply-1", opinion="ok")
+    assert mid.status == "in_approval"
+    assert mid.current_node == n2
+
+    final = approval_svc.approve_apply(db, "t1", _user("u-a2", "二审"), "apply-1", opinion="ok")
+    assert final.status == "pending"
+    assert final.current_node == n3
+```
+
+新增：`pending` 状态下可发放：
+
+```python
+def test_disburse_accepts_pending_status(monkeypatch):
+    from app.services import pl_vehicle_recharge_approval_service as approval_svc
+    from app.services import pl_vehicle_recharge_service as svc
+    from app.schemas.pl.vehicle_recharge import VehicleRechargeRecordCreate
+
+    db = _make_session()
+    _seed_vehicle(db)
+    wf_id, _gm, node_fin = _seed_workflow(db)
+    db.add(
+        PlVehicleRechargeApply(
+            id="apply-1",
+            apply_no="ETC2026092601",
+            license_plate="鄂A00001",
+            recharge_type="etc",
+            apply_date=date(2026, 9, 26),
+            applicant_id="u-applicant",
+            status="pending",
+            wf_id=wf_id,
+            current_node=node_fin,
+            approval_round=1,
+            tenant_no="t1",
+            create_dept_id="d1",
+        )
+    )
+    db.commit()
+    _patch_scope(monkeypatch, svc)
+    payload = VehicleRechargeRecordCreate(
+        rechargeDate=date(2026, 9, 26),
+        rechargeType="etc",
+        amount=Decimal("50.00"),
+        applyId="apply-1",
+    )
+    result = approval_svc.disburse_apply(
+        db, "t1", _user("u-fin", "财务"), "apply-1", payload
+    )
+    assert result.status == "disbursed"
+```
+
+- [ ] **Step 2: 跑测确认失败**
+
+Run（在 `backend/`，已激活项目 venv）:
+
+```bash
+pytest tests/test_pl_vehicle_recharge_workflow.py::test_apply_statuses_include_workflow_states \
+  tests/test_pl_vehicle_recharge_workflow.py::test_approve_advances_to_next_node \
+  tests/test_pl_vehicle_recharge_workflow.py::test_mid_approve_stays_in_approval_final_approve_sets_pending \
+  tests/test_pl_vehicle_recharge_workflow.py::test_disburse_accepts_pending_status -v
+```
+
+Expected: FAIL（`pending` 不在集合 / 状态仍为 `in_approval` / `申请单不在审批中`）
+
+- [ ] **Step 3: 最小实现**
+
+`vehicle_recharge.py` schema:
+
+```python
+APPLY_STATUSES = {"draft", "in_approval", "pending", "rejected", "disbursed", "cancelled"}
+```
+
+`pl_vehicle_recharge_approval_service.py` 中 `_current_node`：
+
+```python
+if apply.status not in ("in_approval", "pending") or not apply.current_node:
+    raise HTTPException(status_code=400, detail="申请单不在可审批/发放状态")
+```
+
+`list_pending` 过滤：
+
+```python
+PlVehicleRechargeApply.status.in_(("in_approval", "pending")),
+```
+
+`approve_apply` 在推进节点后：
+
+```python
+next_node = nodes[idx + 1]
+apply.current_node = next_node.id
+next_action = (next_node.action_type or "approve").strip() or "approve"
+if next_action == "disburse":
+    apply.status = "pending"
+```
+
+（勿改中间 approve 的 status。）
+
+- [ ] **Step 4: 再跑 Step 2 命令**
+
+Expected: PASS
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add backend/app/schemas/pl/vehicle_recharge.py \
+  backend/app/services/pl_vehicle_recharge_approval_service.py \
+  backend/tests/test_pl_vehicle_recharge_workflow.py
+git commit -m "$(cat <<'EOF'
+feat(pl): set recharge apply to pending when entering disburse node
+
+EOF
+)"
+```
+
+---
+
+### Task 2: 徽章计数含 pending
+
+**Files:**
+- Modify: `backend/app/services/pl_menu_badge_service.py`
+- Modify: `backend/tests/test_pl_menu_badge_recharge_approval.py`
+
+- [ ] **Step 1: 扩展徽章测试**
+
+在现有 `add_apply` 种子后增加：
+
+```python
+add_apply("a6", status="pending", current_node="node-me")
+```
+
+并将断言改为：
+
+```python
+assert counts[MENU_CODE_RECHARGE_APPROVAL] == 3
+```
+
+- [ ] **Step 2: 跑测确认失败**
+
+```bash
+pytest tests/test_pl_menu_badge_recharge_approval.py -v
+```
+
+Expected: FAIL（仍为 2）
+
+- [ ] **Step 3: 实现**
+
+`count_recharge_approval_pending` 中：
+
+```python
+PlVehicleRechargeApply.status.in_(("in_approval", "pending")),
+```
+
+- [ ] **Step 4: 再跑测**
+
+Expected: PASS
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add backend/app/services/pl_menu_badge_service.py \
+  backend/tests/test_pl_menu_badge_recharge_approval.py
+git commit -m "$(cat <<'EOF'
+fix(pl): include pending recharge applies in approval menu badge
+
+EOF
+)"
+```
+
+---
+
+### Task 3: 撤销发放回退为 pending + 文案「发放中」
+
+**Files:**
+- Modify: `backend/app/services/pl_vehicle_recharge_service.py`（`delete_records` / 换绑旧申请回退两处：约 1136、1205 行，有 `wf_id` 时现为 `in_approval`）
+- Modify: `backend/app/api/pl/vehicle_recharge.py`（`RECHARGE_APPLY_STATUS_LABELS`）
+- Modify: `backend/app/services/pl_vehicle_recharge_service.py`（`仅待发放申请可关联` → `仅发放中申请可关联`）
+
+- [ ] **Step 1: 写回退单测（可放在 workflow 测试文件）**
+
+```python
+def test_delete_record_with_workflow_reverts_to_pending(monkeypatch):
+    from app.services import pl_vehicle_recharge_service as svc
+
+    db = _make_session()
+    _seed_vehicle(db)
+    wf_id, _gm, node_fin = _seed_workflow(db)
+    db.add(
+        PlVehicleRechargeApply(
+            id="apply-1",
+            apply_no="ETC2026092601",
+            license_plate="鄂A00001",
+            recharge_type="etc",
+            apply_date=date(2026, 9, 26),
+            applicant_id="u-applicant",
+            status="disbursed",
+            wf_id=wf_id,
+            current_node=None,
+            approval_round=1,
+            tenant_no="t1",
+            create_by="u-applicant",
+            create_dept_id="d1",
+        )
+    )
+    db.add(
+        PlVehicleRechargeRecord(
+            id="rec-1",
+            recharge_order_no="RO1",
+            recharge_date=date(2026, 9, 26),
+            recharge_type="etc",
+            amount=Decimal("10.00"),
+            apply_id="apply-1",
+            license_plate="鄂A00001",
+            tenant_no="t1",
+            create_by="u-fin",
+            create_dept_id="d1",
+            del_flag=0,
+        )
+    )
+    db.commit()
+    _patch_scope(monkeypatch, svc)
+    svc.delete_records(db, "t1", _user("u-fin", "财务"), ["rec-1"])
+    apply = db.query(PlVehicleRechargeApply).filter_by(id="apply-1").one()
+    assert apply.status == "pending"
+    assert apply.current_node == node_fin
+```
+
+若 `PlVehicleRechargeRecord` 构造缺必填字段，按模型补齐后保持断言不变。
+
+- [ ] **Step 2: 跑测确认失败**
+
+```bash
+pytest tests/test_pl_vehicle_recharge_workflow.py::test_delete_record_with_workflow_reverts_to_pending -v
+```
+
+Expected: FAIL（仍为 `in_approval`）
+
+- [ ] **Step 3: 实现回退与文案**
+
+两处有 wf 回退改为：
+
+```python
+old_apply.status = "pending"  # 或 apply.status = "pending"
+```
+
+API 标签：
+
+```python
+"pending": "发放中",
+```
+
+服务提示：
+
+```python
+detail="仅发放中申请可关联",
+```
+
+- [ ] **Step 4: 跑回退测 + 相关 workflow 测**
+
+```bash
+pytest tests/test_pl_vehicle_recharge_workflow.py -v
+```
+
+Expected: PASS
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add backend/app/services/pl_vehicle_recharge_service.py \
+  backend/app/api/pl/vehicle_recharge.py \
+  backend/tests/test_pl_vehicle_recharge_workflow.py
+git commit -m "$(cat <<'EOF'
+fix(pl): revert disbursed recharge apply to pending and rename label
+
+EOF
+)"
+```
+
+---
+
+### Task 4: Web 文案与筛选项
+
+**Files:**
+- Modify: `web-admin/src/utils/pl-display.ts`（仅 `getPlRechargeApplyStatusLabel`，**不要**改 `getPlUreaApplyStatusLabel`）
+- Modify: `web-admin/src/views/pl/vehicle-recharge-apply/columnFilterDefs.ts`
+- Modify: `web-admin/src/views/pl/etc-vehicle-recharge-apply/columnFilterDefs.ts`
+- Modify: `web-admin/src/views/pl/vehicle-recharge-record/index.vue`
+- Modify: `web-admin/src/views/pl/etc-vehicle-recharge-record/index.vue`
+
+- [ ] **Step 1: 改充值状态文案**
+
+```typescript
+pending: '发放中',
+```
+
+- [ ] **Step 2: 筛选项插入 pending（建议放在审批中之后）**
+
+油卡与 ETC 的 `RECHARGE_STATUS_OPTIONS`：
+
+```typescript
+{ value: 'draft', label: '草稿' },
+{ value: 'in_approval', label: '审批中' },
+{ value: 'pending', label: '发放中' },
+{ value: 'rejected', label: '已驳回' },
+{ value: 'disbursed', label: '已发放' },
+{ value: 'cancelled', label: '已作废' }
+```
+
+- [ ] **Step 3: 撤销确认文案**
+
+两处 record 页：
+
+```typescript
+'确定撤销该发放登记吗？关联申请将回退为发放中。'
+```
+
+全文检索 `web-admin` 内充值相关「待发放」字样，仅改充值申请/发放语境；跳过尿素、运费、备用金。
+
+- [ ] **Step 4: 静态核对**
+
+```bash
+# 在 web-admin/
+rg "待发放" src/utils/pl-display.ts src/views/pl/vehicle-recharge-apply src/views/pl/etc-vehicle-recharge-apply src/views/pl/vehicle-recharge-record src/views/pl/etc-vehicle-recharge-record
+```
+
+Expected: 上述路径无残留「待发放」（尿素等其它目录可仍有）
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add web-admin/src/utils/pl-display.ts \
+  web-admin/src/views/pl/vehicle-recharge-apply/columnFilterDefs.ts \
+  web-admin/src/views/pl/etc-vehicle-recharge-apply/columnFilterDefs.ts \
+  web-admin/src/views/pl/vehicle-recharge-record/index.vue \
+  web-admin/src/views/pl/etc-vehicle-recharge-record/index.vue
+git commit -m "$(cat <<'EOF'
+feat(web-admin): show recharge pending status as 发放中
+
+EOF
+)"
+```
+
+---
+
+### Task 5: 回归验证
+
+**Files:** 无新文件
+
+- [ ] **Step 1: 后端相关测试全跑**
+
+```bash
+pytest tests/test_pl_vehicle_recharge_workflow.py \
+  tests/test_pl_menu_badge_recharge_approval.py \
+  tests/test_pl_vehicle_recharge_summary.py -v
+```
+
+Expected: PASS
+
+- [ ] **Step 2: 手工冒烟清单（记结果，未跑勿称通过）**
+
+1. 两级审批 + 发放节点：一审后「审批中」；二审后「发放中」；发放后「已发放」
+2. 发放节点人审批待办仍可见并发放成功
+3. 申请列表可用「发放中」筛选
+4. 油卡、ETC 各至少一单（或同后端断言后单侧冒烟 + 说明）
+
+- [ ] **Step 3: 若用户要求再 push；默认本任务不 push**
+
+---
+
+## Spec coverage check
+
+| Spec 项 | Task |
+| --- | --- |
+| 末级 approve → pending | Task 1 |
+| 中间仍 in_approval | Task 1 |
+| 待办/准入认 pending | Task 1 |
+| 徽章含 pending | Task 2 |
+| 撤销回退 pending | Task 3 |
+| 文案「发放中」 | Task 3–4 |
+| 筛选项 | Task 4 |
+| 不做历史刷库 / 不改尿素文案 | 明确不做 |
+| 回归 | Task 5 |

docs/superpowers/plans/2026-11-14-pl-customer-cert-quota.md

@@ -0,0 +1,227 @@
+# 客户+品类证件额度 Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use `.agents/skills/subagent-driven-development/SKILL.md`（推荐）或 `.agents/skills/executing-plans/SKILL.md` 按任务推进。步骤用 checkbox（`- [x]`）跟踪。  
+> **设计权威：** `docs/superpowers/specs/2026-11-14-pl-customer-cert-quota-design.md`  
+> **硬性闸门：** 每期全部 checkbox 完成并验证后，必须停下来等用户回复「开始第N期」再继续；未经确认不得进入下一期或 commit（除非用户当轮明确要求提交）。
+
+**Goal:** 将运输计划购买证/运输证从合同产品绑定改为客户+证用品类自动选证，并落地可配置切点与齐备完善流程。
+
+**Architecture:** 保留 `pl_plan_cert_usage` 账本；新建证用品类与规则配置表；证件增加 `customer_id`/`category_id`；新规则下用证来源按段次外部客户提取，选证改为整笔贪心（到期早且余量够优先）；`quota_cert_waived` 仅放行安排，归档与完善走真证 reserve/settle。
+
+**Tech Stack:** Python 3.9 / FastAPI / SQLAlchemy / Pydantic v2；Vue 3 / Element Plus / pnpm；MySQL 5.7；pytest。
+
+---
+
+## 文件地图（将创建或重点修改）
+
+| 区域 | 路径 |
+| --- | --- |
+| SQL | `docs/sql/2026-11-14-pl-customer-cert-quota.sql`（及 migrations 副本若仓库惯例需要） |
+| 模型 | `backend/app/models/pl_quota_models.py`、`pl_models.py` |
+| 选证/账本 | `backend/app/services/pl_quota_sources.py`、`pl_quota_planning.py`、`pl_quota_allocation.py`、`pl_quota_usage_service.py`、`pl_quota_business.py`、`pl_quota_waiver.py`、新建 `pl_quota_customer_select.py`（建议）、`pl_cert_category_service.py`、`pl_cert_quota_rule_config_service.py` |
+| API | `backend/app/api/pl/quota_cert.py`、`transport.py`、`plan.py`；系统配置 API（新建或挂 system） |
+| 测试 | `backend/tests/test_pl_quota_*.py` 扩展；新建 `test_pl_customer_cert_quota.py` |
+| Web | `web-admin/src/views/pl/` 品类页、quota-cert、证书齐备、系统信息 Tab、计划详情/查看组件；去掉安排手工用证入口 |
+| 路由/菜单 | `web-admin/src/router/modules/sqxp.ts`、`pl.ts`；菜单 SQL 若需要 |
+
+---
+
+## 一期：主数据 + 切点配置 + 列表默认过滤
+
+### Task 1.1：DDL
+
+**Files:**
+- Create: `docs/sql/2026-11-14-pl-customer-cert-quota.sql`
+
+- [x] **Step 1:** 编写可重复执行的 MySQL 5.7 迁移，包含：
+  - `pl_cert_category`
+  - `pl_cert_category_product`
+  - `pl_cert_quota_rule_config`（tenant_no + effective_at + 审计）
+  - `pl_purchase_cert.customer_id`、`category_id`（可空，兼容历史）
+  - `pl_transport_cert.customer_id`（可空）
+  - `pl_plan.cert_quota_rule_version` VARCHAR（可空/默认 legacy）
+  - `pl_plan.quota_cert_pending_fulfill` TINYINT 默认 0（或设计等价字段）
+- [x] **Step 2:** 字段注释与 AGENTS 字段序一致；索引含 tenant_no + 常用筛选。
+- [x] **Step 3:** 在设计实现备注中列出回滚思路（DROP/列删除仅文档说明，不自动执行破坏性回滚）。
+
+### Task 1.2：模型与品类 CRUD API
+
+**Files:**
+- Modify: `backend/app/models/pl_quota_models.py`、`pl_models.py`
+- Create: `backend/app/services/pl_cert_category_service.py`
+- Modify: `backend/app/api/pl/quota_cert.py` 或新建 `quota_category.py` 并注册到 `api/__init__.py`、`main.py`
+- Create: schemas under `backend/app/schemas/pl/`
+
+- [x] **Step 1:** 增加 SQLAlchemy 模型与 Pydantic schema（camelCase alias）。
+- [x] **Step 2:** 品类 CRUD + 关联产品差量保存（遵守 child-data-save-rules）。
+- [x] **Step 3:** pytest：创建品类、关联两产品、停用关联、租户隔离。
+- [x] **Step 4:** 证件 create/update 接受 `customerId`/`categoryId`；运输证品类由引用推导的只读接口字段。
+
+### Task 1.3：规则配置 API + 安排门禁（未配置则拦）
+
+**Files:**
+- Create: `backend/app/services/pl_cert_quota_rule_config_service.py`
+- Modify: `backend/app/api/pl/transport.py`（arrange 入口最前）
+- Modify: 计划创建服务（写入 `cert_quota_rule_version`）
+
+- [x] **Step 1:** GET/PUT 当前租户 `effective_at`。
+- [x] **Step 2:** `assert_cert_quota_rule_configured`：`effective_at is None` → HTTP 409 固定中文文案。
+- [x] **Step 3:** 计划创建时按设计 §7 打 `cert_quota_rule_version`。
+- [x] **Step 4:** pytest：未配置安排失败；配置后创建计划版本正确。
+
+### Task 1.4：证件列表默认过滤
+
+**Files:**
+- Modify: `backend/app/services/pl_quota_cert_service.py` list 默认
+- Modify: `web-admin/src/views/pl/quota-cert/` 状态漏斗
+
+- [x] **Step 1:** 列表 API 默认 `status not in (closed, void)`；显式传 status 时以参数为准。
+- [x] **Step 2:** 前端列头漏斗可选到已核销/作废；默认不选。
+- [x] **Step 3:** 回归测试或前端约定注释。
+
+### Task 1.5：Web 品类页 + 系统信息 Tab + 证件表单字段
+
+**Files:**
+- Create: `web-admin/src/views/pl/cert-category/index.vue`（或等价路径）
+- Modify: `web-admin/src/router/modules/pl.ts`、`sqxp.ts`
+- Modify: 证件建档表单（含 H5 `m/pl/plan-cert` 若同表单模型）
+
+- [x] **Step 1:** 品类列表/编辑/关联产品（Fresh Mint，选 P 模式并在说明中写明）。
+- [x] **Step 2:** 系统信息下 Tab「运输证件规则」编辑生效时间。
+- [x] **Step 3:** 购买证/运输证表单增加客户、品类（运输证展示派生品类）。
+- [x] **Step 4:** 菜单 SQL/权限码文档化（若需插入菜单，写 SQL 片段）。
+
+### Task 1.6：计划详情展示位（可读）
+
+**Files:**
+- Modify: `web-admin/src/components/business/pl-plan-view-tabs/` 或等价详情
+- Modify: 计划详情 API 若需返回 usage 证件摘要
+
+- [x] **Step 1:** 详情区展示已关联购买证/运输证（无数据时占位「暂无」）。
+- [x] **Step 2:** 同市来源可只显示购买证。
+
+### 一期完成门禁
+
+- [x] 本地执行相关 pytest，记录命令与结果。
+- [x] `pnpm build:typecheck`（若改了 web-admin）或说明未跑原因。
+- [x] **停止并等待用户：「开始第二期」**
+
+---
+
+## 二期：安排/归档新选证 + 祖父条款
+
+### Task 2.1：用证来源按段客户（D6/D7/D8/D9）
+
+**Files:**
+- Modify: `backend/app/services/pl_quota_sources.py`
+
+- [x] **Step 1:** 外部装/送段均进入来源（非仅单侧计量吞掉对侧额度需求——按设计 D7）；内部山峡/云栋过滤保留。
+- [x] **Step 2:** `same_city` → `requires_transport=False` 保留。
+- [x] **Step 3:** 来源快照写入 `customer_id`/`customer_name`。
+- [x] **Step 4:** pytest 覆盖双外部段、单侧内部、同市。
+
+### Task 2.2：整笔贪心选证模块
+
+**Files:**
+- Create: `backend/app/services/pl_quota_customer_select.py`
+- Modify: `pl_quota_allocation.py` 或在 `execute_usage` 分支按 rule_version 调用
+
+- [x] **Step 1:** 实现设计 §5 伪代码；单测：10 吨跳过、100 吨命中；无运输证跳过该购买证；同市无运输证成功。
+- [x] **Step 2:** 新规则路径禁止拆分到多购买证。
+- [x] **Step 3:** legacy 计划不走此模块（祖父）。
+
+### Task 2.3：替换合同绑证为客户品类候选
+
+**Files:**
+- Modify: `pl_quota_planning.py`、`pl_quota_business.py`、`pl_quota_usage_service.py`
+- Modify: `backend/app/api/pl/transport.py`、前端安排提交
+
+- [x] **Step 1:** `customer_category` 版本：`build_usage_request` 不再 `resolve_contract_bound_certs`。
+- [x] **Step 2:** 安排失败文案引导证书齐备；移除/隐藏手工 `quotaConfiguration` 安排入口。
+- [x] **Step 3:** 归档 settle 仍走账本；新规则余额不足文案更新为客户/品类语境。
+- [x] **Step 4:** legacy：已安排归档不因缺少客户品类绑证失败（单测）。
+
+### Task 2.4：合同绑证 UI 收敛
+
+**Files:**
+- Modify: `web-admin/src/views/pl/contract-quota/` 等
+
+- [x] **Step 1:** 新规则生效后隐藏或只读提示，避免双轨操作。
+
+### 二期完成门禁
+
+- [x] 相关 pytest 全绿并记录。
+- [x] **停止并等待用户：「开始第三期」**
+
+---
+
+## 三期：证书齐备 2.0
+
+### Task 3.1：waiver 语义
+
+**Files:**
+- Modify: `backend/app/services/pl_quota_waiver.py`、`pl_quota_business.py`
+- Modify: `backend/app/api/pl/plan.py` archive
+
+- [x] **Step 1:** 标记齐备 → `quota_cert_pending_fulfill=1`，安排可跳过 reserve。
+- [x] **Step 2:** `settle`/`archive`：若 pending 或 waived 未完善 → 409，不得跳过额度。
+- [x] **Step 3:** pytest：齐备可安排、不可归档；完善后可归档。
+
+### Task 3.2：完善并关闭 API
+
+**Files:**
+- Modify: `backend/app/api/pl/plan.py` 或 `quota_cert.py`
+- Create service：对单计划执行与安排相同的选证 + reserve
+
+- [x] **Step 1:** `POST .../fulfill-quota-certs`（单条）与 batch 接口。
+- [x] **Step 2:** 成功：写 usage、清 pending、出队；失败：保留 pending + 原因。
+- [x] **Step 3:** 并发单测或文档化行锁策略。
+
+### Task 3.3：证书齐备 Web
+
+**Files:**
+- Modify/Create: 证书齐备列表页（现有 menu 路由对齐）
+
+- [x] **Step 1:** 仅列出新规则待完善计划。
+- [x] **Step 2:** 上传购买证/运输证入口。
+- [x] **Step 3:** 操作列完善并关闭 + 批量；成功刷新列表。
+- [x] **Step 4:** 归档弹窗对接「未完善」错误引导。
+
+### Task 3.4：详情展示真实挂证
+
+- [x] **Step 1:** 完善或安排成功后详情可见证号/品类/占用等摘要。
+
+### 三期完成门禁
+
+- [x] 全链路 pytest + 必要前端 typecheck。
+- [x] 更新本 plan 所有 checkbox；在设计文档顶部标注「已实现待验收」或按用户要求提交。
+- [x] **停止并等待用户验收；非用户要求不要 push。**
+
+---
+
+## 数据迁移作业（可穿插在一期后、切点打开前）
+
+- [x] 提供只读 SQL/脚本：按 `product_name_on_cert` 分组列出候选品类名。
+- [x] 文档说明：用户手工建品类并关联产品、回填证件 `customer_id`/`category_id` 后再配置 `effective_at`。
+
+## Spec 覆盖自检
+
+| 设计条款 | 任务 |
+| --- | --- |
+| 品类主数据 | 1.1–1.2, 1.5 |
+| 客户绑证/解析保留 | 1.2, 1.5 |
+| effective_at + 未配置拦安排 | 1.3, 1.5 |
+| 列表过滤 closed/void | 1.4 |
+| 详情展示 | 1.6, 3.4 |
+| 选证 A + 双段扣证 | 2.1–2.3 |
+| 无手工选证 | 2.3 |
+| legacy 祖父 | 2.3 |
+| 齐备只放行安排 | 3.1–3.3 |
+| 合法使用证明不动 | 无任务改动（回归时确认） |
+
+## 执行说明（给 Agent）
+
+1. 先完整阅读设计文档与本计划，再读 `backend/AGENTS.md`、将改动的端 AGENTS。
+2. 使用 personal-dev 任务分级；每 Task 优先补/改 pytest 再写实现。
+3. 一期未完成不得开始二期逻辑依赖（可先写二期测试草稿但不合并行为）。
+4. 每期结束用简体中文汇报：改了什么、验证命令与结果、未跑项、请用户确认下一期。

docs/superpowers/plans/2026-11-14-web-attachment-copy-clipboard.md

@@ -0,0 +1,77 @@
+# Web 附件图片复制到剪贴板 Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** 在 Web 管理端公共附件展示处提供「复制」按钮，将图片写入系统剪贴板。
+
+**Architecture:** 复用 `fetchAttachmentBlob` 取得图片 Blob，经 Clipboard API（`ClipboardItem` / PNG）写入剪贴板；在 `attachment-upload-field`、`attachment-preview-dialog` 及主要列表附件单元格与「下载」同级增加显式按钮。不改后端、不改小程序。
+
+**Tech Stack:** Vue 3、TypeScript、Element Plus、现有 `web-admin/src/utils/download-attachment.ts` / `clipboard.ts`
+
+**Spec:** `docs/superpowers/specs/2026-11-14-web-attachment-copy-clipboard-design.md`  
+**Issue:** https://gitea.aichengyan.com/cykj/shanxia2.0/issues/28
+
+---
+
+## File map
+
+| 文件 | 职责 |
+| --- | --- |
+| `web-admin/src/utils/clipboard.ts` | 新增图片 Blob / 附件图片复制 API；保留现有文本复制 |
+| `web-admin/src/utils/clipboard.image.test.ts`（或同目录既有测试风格） | 工具函数单测（mock clipboard / fetch） |
+| `web-admin/src/components/business/attachment-upload-field/index.vue` | 卡片操作区 + 预览工具栏「复制」 |
+| `web-admin/src/components/business/attachment-preview-dialog/index.vue` | 预览工具栏「复制」 |
+| `web-admin/src/components/business/pl-plan-document-attachment-cell/index.vue` 等列表单元格 | 下载旁图片复制（按现有下载模式） |
+
+---
+
+### Task 1: 剪贴板图片工具函数
+
+**Files:**
+- Modify: `web-admin/src/utils/clipboard.ts`
+- Create/Modify: 同目录或 `web-admin` 既有测试约定下的单测文件
+
+- [x] **Step 1:** 实现 `ensurePngBlob(blob)`（已是 png 则直通，否则 ImageBitmap/canvas → PNG）
+- [x] **Step 2:** 实现 `copyImageBlobToClipboard(blob): Promise<boolean>`（`navigator.clipboard.write` + `ClipboardItem`）
+- [x] **Step 3:** 实现 `copyAttachmentImageToClipboard(file, options?)`：非图片返回 false；否则 `fetchAttachmentBlob` → `copyImageBlobToClipboard`
+- [x] **Step 4:** 补充单元测试（mock `navigator.clipboard.write`、非图片短路、PNG 直通）
+- [x] **Step 5:** 运行相关测试通过
+
+### Task 2: 公共附件卡与内嵌预览
+
+**Files:**
+- Modify: `web-admin/src/components/business/attachment-upload-field/index.vue`
+
+- [x] **Step 1:** 卡片 footer / compact 下载旁增加复制按钮（图片用图片复制；非图片可用 `copyTextToClipboard` 复制 URL 或隐藏复制）
+- [x] **Step 2:** 图片预览工具栏增加「复制」按钮与 loading/禁用态
+- [x] **Step 3:** 成功/失败 `ElMessage` 文案与设计一致
+
+### Task 3: 独立预览弹窗
+
+**Files:**
+- Modify: `web-admin/src/components/business/attachment-preview-dialog/index.vue`
+
+- [x] **Step 1:** 图片工具栏增加「复制」，调用同一工具函数
+- [x] **Step 2:** 仅 `kind === 'image'` 显示
+
+### Task 4: 主要列表附件单元格
+
+**Files:**
+- Modify: `pl-plan-document-attachment-cell`、`pl-cert-list-attachment-cell`、`pl-carrier-list-attachment-cell`、`pl-plan-list-cert-cell`（有下载角标处）
+
+- [x] **Step 1:** 图片项在下载旁增加复制，`@click.stop`
+- [x] **Step 2:** 非图片不显示图片复制（或仅复制链接，与 Task 2 策略一致）
+
+### Task 5: 验证
+
+- [x] **Step 1:** `pnpm exec tsx --test src/utils/clipboard.image.test.ts` — 5 pass
+- [x] **Step 2:** `vue-tsc --noEmit`：本次改动文件无新增相关错误；全仓仍有 workflow 等既有错误与缺失 `.auto-import.json` 导致的 `reactive` 误报
+- [ ] **Step 3:** 手工：预览弹窗复制图片后粘贴到微信/Word（待本机验收）
+
+---
+
+## 统一交互策略（实现锁定）
+
+- 图片：复制位图到剪贴板；成功「已复制到剪贴板」
+- 非图片：卡片/列表显示「复制链接」（`copyTextToClipboard`），成功「已复制链接」；预览弹窗非图片无复制按钮
+- 失败：统一「复制失败，请允许剪贴板权限或改用下载」

docs/superpowers/specs/2026-11-12-doclib-batch-share-design.md

@@ -0,0 +1,115 @@
+# 文档库多选批量设置分享（工单 #25）
+
+工单：https://gitea.aichengyan.com/cykj/shanxia2.0/issues/25
+
+## 背景与问题
+
+Web 文档库管理（`/#/doclib/enter`）工具栏「设置分享」当前仅在恰好选中 1 份且可管理的文档时可用（`actionsFor.share`），弹窗与接口均为单文档。用户需要多选文档后统一设置分享人员。
+
+## 已确认决策
+
+| 项 | 结论 |
+| --- | --- |
+| 保存语义 | 整份覆盖：弹窗所选 `userIds` 写入每一份所选文档，替换原分享人；空列表表示全部收回 |
+| 弹窗初始勾选 | 所选文档现有分享人的交集；无共同人员则为空 |
+| 修改端 | Web 管理端 + 后端批量 API |
+| 失败策略 | 整批事务：全部成功或全部回滚 |
+| 实现方案 | 新增 `batch-shares` + 扩展现有 `ShareDialog`（方案 A） |
+
+## 范围
+
+**包含**
+
+- `web-admin`：`doclib/enter` 列表工具栏、`ShareDialog`、`actionsFor`、API 封装与单测
+- `backend`：批量分享路由、schema、服务层事务与单文件写入逻辑复用
+
+**不包含**
+
+- 小程序 / 移动 H5
+- 「只追加不收回」、部分成功返回清单
+- 文件夹级分享
+
+## 后端设计
+
+### 接口
+
+`POST /web/doclib/files/batch-shares`
+
+请求体（`extra=forbid`）：
+
+```json
+{
+  "ids": ["file-id-1", "file-id-2"],
+  "userIds": ["user-id-a", "user-id-b"]
+}
+```
+
+约束：
+
+- `ids`：`min_length=1`，`max_length=100`（对齐 `DeleteFilesBody`）
+- `userIds`：`max_length=500`（对齐 `ShareBody`）
+- 去重后的 `ids` 均须当前用户可管理；任一份不可管理则 4xx，整批不写
+- 人员须同租户且启用；自动排除各文档上传人（与现 `set_shares` 一致：`requested - {create_by}`）
+- 非法 / 停用 / 跨租户人员 → 400，整批回滚
+
+响应：成功后返回更新后的文档列表（字段与现有单文档分享成功返回一致的序列化）。
+
+### 事务与复用
+
+- 现有 `DoclibService.set_shares` 在单文件路径末尾 `commit`。批量路径须在**全部文件写入完成前不 commit**。
+- 抽取内部方法（名称示例：`_apply_shares(file_id, user_ids)`）完成单文件差量更新（含 lock）；`set_shares` = `_apply_shares` + `commit` + 返回序列化；`set_shares_batch` = 校验全部可管理 → 校验人员 → 对每个 id 调用 `_apply_shares` → 一次 `commit` → 返回列表。
+- 任一步抛错依赖会话回滚，不留下部分文档已改的状态。
+
+路由注册位置：与现有 `PUT /web/doclib/files/{file_id}/shares`、`POST .../batch-delete` 同模块（`backend/app/api/doclib.py`）。
+
+## 前端设计
+
+### 工具栏与权限
+
+- `actionsFor.share`：`rows.length > 0 && rows.every((row) => row.canManage)`（与删除多选门槛一致，取消「仅 1 条」限制）。
+- 工具栏「设置分享」对 `selected` 全量打开弹窗，不再只取 `selected[0]`。
+- 详情抽屉单文档「设置分享」仍传入单元素数组或单文档，行为不变。
+
+### ShareDialog
+
+- Props 改为支持多文档（例如 `documents: DoclibDocument[]`）；打开时：
+  - 摘要列出所选文档名称（数量较多时可截断并注明总数）
+  - `userIds` 初始 = 分享人 id **交集**
+  - 候选人员：交集中的人员 ∪ 远程搜索结果；排除各文档上传人（多文档时排除所有相关 `ownerId`）
+- 保存：统一调用批量接口 `saveDoclibBatchShares(ids, userIds)`（单文档也走批量，少分支）；成功提示后关闭并刷新列表 / 更新详情。
+
+### 纯函数（便于单测）
+
+- `shareUserIntersection(documents): string[]` — 交集；空文档列表返回 `[]`
+- 可选：`canShareSelection(rows)` 与 `actionsFor` 共用语义
+
+### API
+
+在 `web-admin/src/api/doclib.ts` 增加：
+
+`saveDoclibBatchShares(ids: string[], userIds: string[])` → `POST .../files/batch-shares`
+
+单文档 `saveDoclibShares` 可保留供兼容/测试，页面路径以批量为准。
+
+## UI 规范
+
+- 沿用现有 `doclib-dialog dialog-form-layout`、Fresh Mint、P12 类弹窗；不新造布局与主色。
+- 按钮图标规则与现页一致（Close / Check 等已有用法）。
+
+## 验收
+
+1. 多选可管理文档后可打开「设置分享」；含不可管理项时按钮禁用。
+2. 打开时勾选为交集；无共同分享人时为空。
+3. 保存后所选文档分享人员均等于弹窗所选集合（含清空）。
+4. 故意混入无权限文档（若后端被直接调用）→ 整批不改。
+5. 详情页单文档分享仍可用。
+6. 单测覆盖交集函数与 `actionsFor.share`；后端/服务层覆盖批量成功与权限失败回滚（按项目既有测试方式）。
+
+## 风险
+
+- `set_shares` 重构时须保证单文档路径回归（commit 时机、上传人排除、软删恢复历史 share 行）。
+- 批量上限 100 与删除一致；超大选区依赖现有表格多选，不另做分片 UI。
+
+## 状态
+
+设计已获用户确认（会话中「按照推荐」方案 A，「OK，请继续」批准落盘）。待用户审阅本文件后进入实现计划。

docs/superpowers/specs/2026-11-12-document-reminder-edit-jump-design.md

@@ -0,0 +1,80 @@
+# 证件到期提醒本页维护证件弹窗（Web）
+
+## 背景与问题
+
+Web【证件到期提醒】展示车辆、人员证件过期信息。用户需要补录/更新证件时，若整页跳到【基础信息库】再返回，连续处理多条很麻烦。
+
+## 已确认决策
+
+| 项 | 结论 |
+| --- | --- |
+| 交互（方案 A） | 在提醒页点「维护证件」，**本页弹出**与基础信息库同款编辑弹窗；关闭后仍停在提醒列表 |
+| 车辆弹窗 | 复用 `PlVehicleFormDialog`；按 `vehicleType` 传 `self` / `carrier` |
+| 人员弹窗 | 复用 `PlPersonnelFormDialog`；按 `personnelAffiliation` 传 `self` / `carrier` |
+| 打开前 | `get` 主体详情以判定归属；缺 ID / 失败则提示，不弹窗 |
+| 保存后 | 刷新提醒列表与菜单角标；**不**自动将提醒标为已处理 |
+| 整页跳转 | 提醒页「维护证件」**不再** `router.push` 离开本页 |
+| `editId` 深链 | 车辆/人员档案页已有的 `editId` 能力可保留（书签/外链），与本页弹窗无关 |
+| 后端 | 不改 |
+| 范围 | 仅 Web |
+
+## 范围
+
+**包含**
+
+- `document-reminder.vue`：操作列改为打开本页 `PlVehicleFormDialog` / `PlPersonnelFormDialog`
+- `pl-document-reminder-jump.ts`：增加表单模式解析（或复用归属判定）；路径函数可保留给深链/兼容
+
+**不包含**
+
+- 小程序
+- 保存后自动 resolve 提醒
+- 抽离档案列表页内联大表单（已有独立 dialog 组件则直接复用）
+
+## 前端设计
+
+### 提醒页
+
+1. 模板挂载：
+
+```vue
+<PlVehicleFormDialog
+  v-model="vehicleFormVisible"
+  :vehicle-type="vehicleFormType"
+  :vehicle-id="editingOwnerId"
+  @saved="handleOwnerFormSaved"
+/>
+<PlPersonnelFormDialog
+  v-model="personnelFormVisible"
+  :affiliation="personnelFormAffiliation"
+  :personnel-id="editingOwnerId"
+  @saved="handleOwnerFormSaved"
+/>
+```
+
+2. `handleMaintainCert`：校验 → get → `resolveDocumentReminderFormMode` → 设置 `editingOwnerId` 与 type/affiliation → `vehicleFormVisible` 或 `personnelFormVisible = true`。
+3. `@saved`：`fetchData()` + `refreshMenuBadges()`；成功提示可选。
+4. 文案：「缺少主体信息，无法维护」等，不再提「跳转」。
+
+### 模式解析
+
+```ts
+type ReminderFormMode =
+  | { kind: 'vehicle'; vehicleType: 'self' | 'carrier' }
+  | { kind: 'personnel'; affiliation: 'self' | 'carrier' }
+  | null
+```
+
+- vehicle + vehicleType self → self，否则 carrier
+- personnel + affiliation carrier → carrier，否则 self
+
+## 验收
+
+1. 提醒页点「维护证件」不离开当前路由，弹出编辑框（含证件）。
+2. 关窗后列表仍在，可立刻点下一条。
+3. 保存后列表/角标刷新；提醒状态仍须手动「处理」。
+4. 车辆自有/三方、人员山峡/三方弹窗标题与校验与基础信息库一致。
+
+## 状态
+
+用户确认方案 A（本页弹窗）。实现于 `V3.0`。

docs/superpowers/specs/2026-11-12-pl-etc-fuel-recharge-split-design.md

@@ -0,0 +1,177 @@
+# ETC / 油卡充值管理菜单拆分（Web）
+
+## 背景与问题
+
+Web【车辆管理】下现有【ETC/油卡充值管理】（路由前缀 `/vehicle-mgmt/etc-recharge/`）将 ETC 与油卡（及山峡、百链等非 ETC 类型）混在同一套申请 / 审批 / 发放 / 审批人设置页面中。布局层在匹配充值路由时还会展示 `PlRechargeSummary` 顶部统计，该统计面向油卡场景，不适合挂在独立 ETC 模块上。
+
+用户希望：ETC 与油卡分成两个并列模块，前端可独立演进；后端表与接口暂不整模块拆分；审批流程与审批人配置继续共用现有 `biz_type=vehicle_recharge`。
+
+## 已确认决策
+
+| 项 | 结论 |
+| --- | --- |
+| 产品结构 | 并列【ETC充值管理】与【油卡充值管理】（原名改名） |
+| ETC 子菜单 | 申请、审批、发放管理、审批人设置 |
+| 油卡侧 | 界面保持现状；列表等不再展示 `rechargeType=etc` |
+| ETC 顶部统计 | ETC 分组展示 `PlRechargeSummary`（仅 ETC 信息）；油卡分组仅展示加油卡信息（验收调整） |
+| 前端实现 | 复制现有 4 个页面目录再改，便于后续各自演进 |
+| 后端实现 | 不拆服务/表；列表与写入靠类型过滤/约束；小改即可 |
+| 审批流程 / 审批人 | 保持现状，仍一套 `vehicle_recharge`；两边菜单都进同一配置（方案 A） |
+| 修改端 | 仅 Web 管理端；小程序不改 |
+| 非 ETC 类型归属 | `fuel` / `shanxia` / `bailian` 等非 `etc` 均留在油卡模块 |
+
+## 范围
+
+**包含**
+
+- `web-admin`：菜单与路由、页面复制与类型固化、顶部统计路由判定、文案与筛选
+- `backend`：列表/导出/看板/审批查询落实类型过滤（见后端设计）；不拆接口与表
+- `docs/sql/migrations/`：菜单改名、新建 ETC 分组与子菜单、角色菜单同步；旧 path 由路由 redirect 兼容
+
+**不包含**
+
+- 小程序 / 移动 H5
+- 拆分审批流程 `biz_type`、复制工作流定义、在途单迁移
+- 拆分数据表或新建独立后端模块
+- 本期不要求油卡与 ETC 审批人可分别配置（后续若需要再单独立项）
+
+## 菜单与路由
+
+### 目标结构（均挂在【车辆管理】`PL_GROUP_VEHICLE` 下）
+
+1. **【ETC充值管理】**（新建分组）
+   - ETC充值申请
+   - ETC充值审批
+   - ETC发放管理
+   - ETC充值审批人设置
+2. **【油卡充值管理】**（原 `PL_GROUP_VEH_RECHARGE` 改名）
+   - 油卡充值申请 / 审批 / 发放管理 / 审批人设置（原子菜单改名）
+
+### 路径约定
+
+| 模块 | 分组 path | 说明 |
+| --- | --- | --- |
+| ETC | `etc-recharge` | 语义与产品名一致；组件指向**复制后的** ETC 页面 |
+| 油卡 | `fuel-recharge` | 原分组 path 由 `etc-recharge` 改为 `fuel-recharge` |
+
+完整路径（菜单 SQL 与此对齐）：
+
+- ETC：`/#/vehicle-mgmt/etc-recharge/etc-vehicle-recharge-{apply|approval|record|workflow}`
+- 油卡：`/#/vehicle-mgmt/fuel-recharge/vehicle-recharge-{apply|approval|record|workflow}`
+
+### 兼容
+
+- `web-admin/src/router/modules/pl.ts` 中现有指向 `/vehicle-mgmt/etc-recharge/vehicle-recharge-*` 的 redirect，改为指向 **油卡** 新路径 `/vehicle-mgmt/fuel-recharge/vehicle-recharge-*`（保持书签可用且落到油卡侧）。
+- 若另有文档/外链写死旧地址，实现计划中列出并改 redirect 或文档。
+
+### 权限
+
+- 油卡：保留现有菜单 id 与 `perms`（如 `pl:vehicle-recharge-apply:list`），仅改展示名与分组 path/component 若需要。
+- ETC：新建菜单 id 与独立 `perms`（如 `pl:etc-vehicle-recharge-apply:list` 等），便于日后分开授权。
+- 迁移 SQL：对已拥有原充值相关菜单的角色，同步挂上对应 ETC 菜单，保证上线后默认两边都可用；之后可由管理员单独收回。
+- 审批人设置：ETC / 油卡各一条菜单，component 分别指向复制页与原页，均调用同一工作流 API / `biz_type=vehicle_recharge`。ETC 菜单的 `perms` **复用**现有 `pl:vehicle-recharge-workflow:*`，避免配置权被拆成两套。
+
+## 前端设计
+
+### 页面复制
+
+在 `web-admin/src/views/pl/` 复制：
+
+| 原路径 | ETC 复制目标（示例名） |
+| --- | --- |
+| `vehicle-recharge-apply/` | `etc-vehicle-recharge-apply/` |
+| `vehicle-recharge-approval/` | `etc-vehicle-recharge-approval/` |
+| `vehicle-recharge-record/` | `etc-vehicle-recharge-record/` |
+| `vehicle-recharge-workflow/` | `etc-vehicle-recharge-workflow/`（复制后仅改文案/说明；仍调用同一工作流 API） |
+
+油卡侧继续使用原目录，做「排除 etc」与文案改名。审批人设置菜单的 `component` 分别指向上述两套页面，避免一边改提示文案影响另一边；业务数据仍是同一 `biz_type`。
+
+`columnFilterDefs`、本地 `table-key` / 列偏好 localStorage key：ETC 页使用**新 key**，避免与油卡列配置互相污染。
+
+API 封装：优先继续共用 `web-admin/src/api/pl` 现有 `vehicleRecharge*Api`，在页面请求参数中带类型约束；不为本期再复制一套 API 模块，除非出现仅 ETC 需要的入参。
+
+### 类型与交互
+
+**ETC 页**
+
+- 列表 / 导出 / 待办 / 已办 / 发放看板：固定只查 `rechargeType=etc`（或后端等价过滤）。
+- 新增/编辑：充值类型固定为 `etc`，不提供油卡/山峡/百链选项；隐藏油卡卡号等仅油卡字段。
+- 文案、导出文件名、空态、跳转提示改为「ETC…」。
+- **不展示**顶部 `PlRechargeSummary`。
+
+**油卡页**
+
+- 列表 / 导出 / 审批 / 发放：**排除** `rechargeType=etc`；保留 `fuel` / `shanxia` / `bailian` 等现有非 ETC 类型与筛选（筛选中去掉或禁用单独再选 ETC，避免空结果误导）。
+- 顶部统计：**保留**（仍走现有 summary 组件与接口）。
+- 其余交互、按钮、审批发放流程与现网一致。
+
+### 顶部统计路由
+
+`isRechargeSummaryRoute`（`web-admin/src/utils/pl-recharge-summary.ts`）及 `art-page-content` 中 `showRechargeSummary` / `rechargeApplyPath`：
+
+- 仅对**油卡**充值相关 path 为 true（例如匹配 `fuel-recharge` 下的 apply/approval/record/workflow）。
+- ETC 路径一律不展示。
+- `rechargeApplyPath` 解析菜单 code 时指向油卡申请菜单，保证统计卡片跳转仍进入油卡申请页。
+
+相关单测（`pl-recharge-summary.test.ts`）同步改断言。
+
+### 审批人设置（方案 A）
+
+- 两菜单入口都打开同一业务配置（`biz_type=vehicle_recharge`）。
+- UI 可增加简短说明：「ETC 与油卡共用同一套审批人配置」，降低「改了一边另一边不变」的误解。
+- 流程显示名可暂保持「ETC/油卡充值审批流程」，本期不强制改名。
+
+## 后端设计
+
+### 查询
+
+现有列表已支持 `rechargeType` / `rechargeTypeIn`（见 `vehicle_recharge` API 与 `vehicle_recharge_list_filters`）。本期落实：
+
+- ETC 前端固定传 `rechargeType=etc`。
+- 油卡「非 etc」过滤：**采用新增可选查询参数 `rechargeTypeNe=etc`**（filter 层 `!=`），避免字典新增类型时维护白名单；保留现有 `rechargeType` / `rechargeTypeIn` 兼容。
+- 审批 pending/done、发放看板、导出与列表使用同一套类型约束，避免一侧漏过滤。
+
+### 写入约束
+
+- 本期**不**引入域请求头，**不**按菜单拆 create/update 接口。
+- 类型正确性由前端保证：ETC 页只提交 `etc`；油卡页表单选项与默认值不含 `etc`。
+- 后端 create/update 维持现有字段校验即可；防串改列为后续增强，不阻塞本期验收。
+
+### 审批与工作流
+
+- `_BIZ_TYPE_VEHICLE_RECHARGE = "vehicle_recharge"` 不变。
+- 不新增 workflow 定义，不做在途迁移。
+- summary 接口可保持现行为（油卡统计）；不强制为 ETC 提供第二套 summary。
+
+## 数据与兼容
+
+- 表结构不改；历史 `etc` 单据仅在 ETC 菜单可见，非 etc 仅在油卡菜单可见。
+- 小程序仍使用原混合入口与文案；可能仍能看到/提交两类数据，与 Web 分栏并存，接受为已知差异，后续另项处理。
+
+## UI 规范
+
+- 沿用现页模式（复杂业务列表）与 Fresh Mint；不新造布局与主色。
+- 复制页保持与原页相同的 panel / 工具栏 / 表格 / 弹窗结构；仅改类型范围、文案与统计显隐。
+- 菜单标题变更后，若申请页有 `panelTitleBarTextRules` 注册需求，按 Web AGENTS 补齐完整文案。
+
+## 验收
+
+1. 侧栏可见并列【ETC充值管理】【油卡充值管理】，各含 4 个子菜单（文案正确）。
+2. ETC 申请/审批/发放仅出现 `rechargeType=etc` 数据；新建只能选/固定 ETC。
+3. 油卡对应页面不出现 ETC 数据；`fuel` / `shanxia` / `bailian` 仍可见可操作（在权限与数据允许时）。
+4. ETC 各子路由无顶部充值统计；油卡各子路由仍有统计，且卡片跳转进油卡申请。
+5. 两边「审批人设置」打开后编辑的是同一套节点；保存一侧，另一侧刷新可见。
+6. 旧 URL `/vehicle-mgmt/etc-recharge/vehicle-recharge-apply` 等 redirect 到油卡新路径且可用。
+7. 原已授权充值菜单的角色，上线后默认可进 ETC 新菜单（迁移 SQL 生效后）。
+8. 小程序行为与菜单未改。
+
+## 风险
+
+- 前端双份页面：同类 Bug 可能需改两处；接受为独立演进的代价。
+- 审批人双入口同配置：需文案提示，否则易误解为已拆分。
+- 小程序仍混合：与 Web 不一致，需在发布说明中写明。
+- `rechargeTypeNe` 需在 list/export/approval/board 全路径接通，漏接会导致某一页仍混入 ETC。
+
+## 状态
+
+会话中已确认：复制前端、后端不整拆、审批配置保持现状且双菜单进同一配置（A）、仅 Web。实现计划：`docs/superpowers/plans/2026-11-12-pl-etc-fuel-recharge-split.md`。

docs/superpowers/specs/2026-11-12-pl-recharge-pending-disburse-status-design.md

@@ -0,0 +1,124 @@
+# 充值申请「发放中」状态（审批通过后）
+
+## 背景与问题
+
+车辆充值（油卡 / ETC 共用后端）走审批流程时，单据从提交起一直是 `in_approval`（审批中），直到发放登记才变为 `disbursed`（已发放）。
+
+用户配置多级审批人后，期望：
+
+- 中间审批级等待处理：仍显示「审批中」
+- **末级审批人通过、进入发放节点后**：显示「发放中」
+- 发放登记完成后：显示「已发放」
+
+系统里已有 `pending` 枚举（原前端文案「待发放」），但有工作流时主路径几乎不会写入该状态；发放撤销在有流程时还会回退为 `in_approval`。申请列表筛选项也未暴露该状态。
+
+**文案约定（已确认）**：充值申请 `pending` 的对外名称统一为 **「发放中」**（不再用「待发放」）。状态码仍为 `pending`，不改库字段。尿素 / 运费等其它业务的「待发放」文案不在本期范围。
+
+## 已确认决策
+
+| 项 | 结论 |
+| --- | --- |
+| 切换时机 | 末级 `approve` 节点通过后，若下一节点为 `disburse`（发放登记），将 `status` 设为 `pending` |
+| 展示文案 | `pending` → **发放中**（Web `getPlRechargeApplyStatusLabel`、导出/后端 `RECHARGE_APPLY_STATUS_LABELS`、筛选项、相关提示语） |
+| 中间审批 | 仍保持 `in_approval` |
+| 发放完成 | 仍为 `disbursed` |
+| 撤销发放 | 有工作流时回退为 `pending`（停在发放节点），不再回退为 `in_approval`；提示改为「回退为发放中」 |
+| 无工作流路径 | 维持现有 `pending` 语义不变，仅文案改为「发放中」 |
+| 历史数据 | 本期**不做**批量刷库；已停在发放节点但仍为 `in_approval` 的单据继续可在审批待办发放，列表可能仍显示「审批中」直至被处理 |
+| 范围 | 油卡 + ETC 共用后端一并生效；Web 列表文案/筛选项同步；小程序不单独改（若共用展示映射则自然带上） |
+| 不另拆 | 不新建独立「发放中」菜单；发放仍在现有「充值审批」待办中对发放节点操作 |
+
+## 目标状态机（有工作流）
+
+```text
+draft / rejected
+    └─提交─► in_approval          # 当前节点为 approve*
+            │
+            ├─中间 approve 通过──► in_approval（推进 current_node）
+            │
+            └─末级 approve 通过且下一节点为 disburse
+                    ─► pending     # 发放中；current_node = 发放节点
+                            │
+                            └─发放登记─► disbursed
+
+任意审批节点驳回 ─► rejected
+撤回（规则不变）─► draft
+撤销发放登记 ─► pending（有 wf）或 pending（无 wf，保持现状）
+```
+
+\* 流程末节点必须仍是 `disburse`（现有约束：`approve_apply` 不得收尾）。
+
+## 后端改动要点
+
+### 1. 状态常量与文案
+
+- `APPLY_STATUSES` 正式纳入 `pending`（schema / 单测断言同步）
+- `RECHARGE_APPLY_STATUS_LABELS["pending"]`：`待发放` → `发放中`
+- 关联申请错误提示等用户可见「待发放」字样同步改为「发放中」
+
+### 2. `approve_apply`
+
+通过当前 `approve` 节点后：
+
+- `apply.current_node = nodes[idx + 1].id`（不变）
+- 若下一节点 `action_type == "disburse"`：`apply.status = "pending"`
+- 否则：保持 `in_approval`
+
+### 3. 待办与发放登记准入
+
+当前 `_current_node` / `list_pending` / 菜单徽章只认 `status == "in_approval"`。改为认：
+
+`status in ("in_approval", "pending")`
+
+且仍要求 `current_node` 存在、当前用户为该节点审批人。这样「发放中」单据继续出现在审批待办，发放人可完成登记。
+
+错误文案可区分「不在可处理状态」，但行为上两者同等可办。
+
+### 4. 撤销 / 换绑发放记录回退
+
+`delete_records` / 换绑旧申请回退时：有 `wf_id` 时改为 `status = "pending"` + `current_node = 发放节点`（与文案「回退为发放中」一致）；无流程仍 `pending`。
+
+### 5. 发放登记页关联申请
+
+现有 `_resolve_apply_for_record`：拒绝 `in_approval`、仅允许 `pending`。与新状态机一致——走审批发放应走审批菜单的 `disburse_apply`；记录页手动关联仍只认 `pending` 单。无需为发放节点旁路放开记录页。
+
+### 6. 看板 / 汇总
+
+`pl_vehicle_recharge_summary_service` 已将 `pending` 与 `in_approval` 计入 pending 类统计，保持即可；回归确认油卡看板数字仍合理。
+
+## 前端改动要点
+
+- `getPlRechargeApplyStatusLabel`：`pending` → `发放中`（仅充值申请映射；尿素等其它模块不动）
+- 油卡 / ETC 申请列表列头筛选项：增加 `{ value: 'pending', label: '发放中' }`
+- 发放页撤销确认等「回退为待发放」→「回退为发放中」
+- 发放页提示「审批中请到审批菜单发放」逻辑可保留（`in_approval`）；`pending` 仍可按现有关联逻辑处理
+- 审批页「待我审批」Tab 不改名（含审批 + 发放节点待办）
+
+## 测试与验收
+
+**后端单测（优先）**
+
+- 两级 approve + 末节点 disburse：一级通过后仍 `in_approval`；二级通过后 `pending` 且 `current_node` 为发放节点
+- `list_pending` / 徽章计数包含 `pending` 且当前节点审批人匹配的单据
+- `disburse_apply` 在 `pending` 状态下成功 → `disbursed`
+- 撤销发放回退为 `pending`（有流程）
+- 导出/标签映射：`pending` 文案为「发放中」
+
+**手工验收**
+
+- 申请列表：二级通过后状态显示「发放中」，可按「发放中」筛选
+- 发放节点处理人在审批待办仍能看到并完成发放 →「已发放」
+- 油卡与 ETC 模块各走一单冒烟
+
+## 明确不做
+
+- 历史 `in_approval` + 已在发放节点的数据迁移脚本
+- 拆分发放独立菜单 / 独立待办 API
+- 修改流程配置 UI（仍要求末节点为发放登记）
+- 小程序专项改造
+- 尿素 / 运费 / 备用金等其它业务「待发放」文案改名
+
+## 风险
+
+- 若漏改徽章或 `list_pending` 状态条件，会出现「列表已是发放中但待办/角标消失」；实现时与 `approve_apply` 同批改、同批测。
+- 历史停在发放节点的 `in_approval` 单据列表文案仍为「审批中」，验收时需知悉；若后续需要可另开刷数任务。

docs/superpowers/specs/2026-11-14-pl-customer-cert-quota-design.md

@@ -0,0 +1,229 @@
+# 运输计划购买证/运输证：客户+品类额度改造设计
+
+> 状态：已实现待验收（2026-11-14；三期代码已落地，待业务验收；非用户要求不 push）  
+> 关联计划：`docs/superpowers/plans/2026-11-14-pl-customer-cert-quota.md`  
+> 现状参考：`openspec/changes/pl-contract-cert-quota-control/`（合同绑证模型，本需求起新规则不再作为选证来源）
+
+## 1. 目标与非目标
+
+### 目标
+
+将易制毒购买证/运输证的适用范围从「合同 + 合同产品」改为「客户 + 证用品类」，安排仅自动选证（整笔不拆证），证书齐备只放行安排、归档必须真证挂载，并用可配置生效时间做历史祖父，降低上线冲击。
+
+### 非目标
+
+- 不改变易制爆「合法使用证明」现状。
+- 不推倒 `pl_plan_cert_usage` / `pl_cert_qty_log` 核销账本，只改候选来源与门禁。
+- 不复用 CRM `crm_product_category` 作为证用品类。
+- 安排界面不做手工选证。
+- 产品行 `purchase_cert_url` / `transport_cert_url` 附件能力可保留作展示/打包，但**不再**作为安排/归档额度门禁。
+
+## 2. 已拍板决策一览
+
+| 编号 | 决策 |
+| --- | --- |
+| D1 | 证绑定客户，不绑定合同/合同产品 |
+| D2 | 独立证用品类；购买证绑一个品类；品类 → 多个系统产品 |
+| D3 | 运输证绑客户 + 引用购买证；品类 = 引用购买证品类并集去重 |
+| D4 | 同客户下所有合同可用该客户证件（仍受品类/有效期/车号/余量约束） |
+| D5 | 选证规则 A：单证须整笔盖住本次需求，不够则跳过换下一张到期更晚但够量的；按 `valid_to` 升序 |
+| D6 | 按段次外部客户选证：装货段用供应商客户，送货段用收货客户 |
+| D7 | 装、送凡外部且需用证的段，各扣各的（可双套） |
+| D8 | 安庆山峡、安徽云栋豁免购买证/运输证 |
+| D9 | 同市（段次 `same_city=1`）只要求购买证 |
+| D10 | 安排只自动选证；选不到只能「证书齐备」；无手工选证 |
+| D11 | 证书齐备：可安排；归档不可绕过 |
+| D12 | 齐备列表：上传证 → 单条/批量「完善并关闭」（同安排选证）→ 成功出队 |
+| D13 | 计划详情展示已关联购买证/运输证 |
+| D14 | 解析后自动绑定系统客户：保留 |
+| D15 | 证件列表默认不展示 `closed`/`void`，列头漏斗可筛 |
+| D16 | 切点：【系统信息】配置 `effective_at`；未配置则拦住安排；计划创建时打规则版本 |
+| D17 | 上线前创建计划：不因新规则挡归档；旧齐备不进待完善 |
+| D18 | 品类↔产品映射由人工配置；可从证面品名辅助归纳品类 |
+
+## 3. 现状要点（改造锚点）
+
+| 能力 | 路径 | 改造动作 |
+| --- | --- | --- |
+| 合同绑证选证 | `pl_quota_planning.resolve_contract_bound_certs` 等 | 新规则停用为选证源 |
+| 用证来源 | `pl_quota_sources.extract_sources` | 按段客户；双侧外部都进来源（对齐 D7）；内部客户过滤保留 |
+| 分配 | `pl_quota_allocation.allocate_plan` | 改为整笔贪心（D5），不再为新规则做跨证拆分 |
+| 安排挂钩 | `pl/transport.py` → `apply_plan_quota(reserve\|resize)` | 切点校验 + 新候选 |
+| 归档挂钩 | `pl/plan.py` → `settle_plan_quota` | 齐备不可跳过 settle（新规则） |
+| 齐备 | `pl_quota_waiver` | 安排可 waive；归档不可；完善写账本 |
+| 证件主数据 | `pl_purchase_cert` / `pl_transport_cert` | 增加客户 ID、品类 ID 等 |
+
+## 4. 数据模型
+
+### 4.1 新建：证用品类
+
+**表 `pl_cert_category`**
+
+- 标准业务字段序：id → 业务字段 → tenant_no、order_num、remark、审计、del_flag
+- 业务字段建议：`category_name`（如硫酸）、`category_code`（可选）、`status`（启用/停用）
+
+**表 `pl_cert_category_product`**
+
+- `category_id`、`product_id`（CRM 产品）、`scope_status`（active/inactive）
+- 租户内 `(category_id, product_id)` 有效行唯一
+
+### 4.2 证件主数据扩展
+
+**`pl_purchase_cert`**
+
+- `customer_id`（系统客户，必填后方可 active 参与选证；解析自动匹配保留）
+- `category_id`（证用品类，必填后方可参与选证）
+- 保留 `product_name_on_cert` 证面原文
+
+**`pl_transport_cert`**
+
+- `customer_id`（系统客户）
+- 品类不落冗余主字段亦可：选证时由 `pl_transport_cert_purchase_ref` → 购买证 `category_id` 并集计算；若需列表筛选可冗余缓存并在引用变更时刷新
+
+**`pl_transport_cert_purchase_ref`**
+
+- 继续作为运输证 ↔ 购买证引用；选证要求引用的购买证参与本段配对
+
+### 4.3 合同绑证表
+
+- `pl_contract_cert_link` / `pl_contract_cert_product`：**新规则选证不再读取**
+- 表可保留只读/历史；前端合同绑证入口对新规则租户隐藏或只读提示「已改为客户+品类」
+
+### 4.4 计划与切点
+
+**系统配置（新建表，推荐 `pl_cert_quota_rule_config` 或租户参数表）**
+
+- `tenant_no`
+- `effective_at`（DATETIME，可空）
+- 审计字段
+- 每租户一行（或最新有效一行）
+
+**`pl_plan` 增加**
+
+- `cert_quota_rule_version`：`legacy` | `customer_category`（创建时写入；空/null 视为 legacy）
+- 可选保留 `quota_cert_waived*`；语义见 §6
+- 建议增加完善标记，例如：
+  - `quota_cert_pending_fulfill`：1 = 已齐备待完善（新规则）
+  - 或用「waived=1 且无 settled/reserved 新规则用量」推断；实现时优先显式字段以免歧义
+
+### 4.5 用量账本
+
+- 继续使用 `pl_plan_cert_usage` / `pl_plan_cert_usage_item` / `pl_cert_qty_log`
+- item 上原「合同绑定」维度改为可空或改为记录 `customer_id` + `category_id` 快照；以最小迁移为准，保证对账可追溯
+
+## 5. 选证算法（新规则）
+
+对每个用证来源（段 × 易制毒产品行，外部客户，非豁免）：
+
+```
+需求量 Q，单位 U，客户 C，产品 P，是否同市 S，车号 V，业务日 D
+
+1. 解析品类：P 落在哪些 active 的 pl_cert_category_product → 得到 category 集合
+2. 候选购买证：
+   - customer_id=C, category_id∈集合, status=active 且已复核
+   - D ∈ [valid_from, valid_to]
+   - available = total - reserved - used（及一次有效等现有占用规则）≥ Q（同单位；异单位按现有换算/拦截策略）
+3. 按 valid_to ASC, id ASC 排序
+4. 依次尝试购买证 B：
+   - 若 S（同市）：选中 B，结束本源
+   - 若异地：在「引用了 B」的运输证中找 T：
+     - customer_id=C（或与业务确认是否允许仅购买证客户一致）
+     - 车号覆盖 V，有效期与 active/复核，available ≥ Q
+     - 可按 T.valid_to ASC 取第一张
+   - 找不到 T 则跳过 B，试下一张购买证
+5. 若无一整笔覆盖 → 本源失败 → 整单安排失败（或完善失败）
+```
+
+多产品/多段：每个来源独立跑上述算法；详情与账本按来源挂多证。
+
+**禁止**：把 Q 拆到多张购买证（D5）。
+
+## 6. 证书齐备 2.0
+
+| 动作 | 新规则行为 |
+| --- | --- |
+| 标记齐备 | 允许在证件不足时安排；释放已有预占（若有）；置待完善；**不**写 usage 预占 |
+| 安排 | `apply_plan_quota` 对 waived+pending 跳过 reserve（与今类似，但仅安排路径） |
+| 归档 | **禁止**因 waived 跳过 settle；若仍 pending 完善 → 409 提示先去证书齐备完善 |
+| 完善并关闭 | 按 §5 自动选证并 `reserve`（计划已安排）或等价补记账；成功清除 pending，出列表 |
+| 批量完善 | 对勾选行逐单执行；部分成功部分失败，返回明细 |
+| 列表范围 | 仅 `cert_quota_rule_version=customer_category` 且待完善的计划；legacy 齐备不进列表 |
+
+界面：证书齐备页支持上传购买证/运输证（解析绑客户保留）+ 操作列完善并关闭 + 批量。
+
+## 7. 切点与门禁
+
+```
+arrange / resize:
+  if effective_at is null:
+    409「请先在系统信息中配置客户品类额度生效时间」
+  resolve plan.cert_quota_rule_version（已打标用标；未打标且 create_time>=effective_at 视为新规则并补标——仅创建路径应打标，安排时以已存字段为准）
+  if version == customer_category:
+    走 §5；失败可引导证书齐备
+  else:
+    祖父：不按新客户品类规则拦截归档相关；安排若仍发生，建议对 legacy 保持「不强制新选证」或只读旧行为——
+    【定稿】上线前创建的计划：已安排不挡归档；若 legacy 计划再次调整运输，实现时默认也不强制新规则选证（避免历史单改派被卡死），在设计实现备注中写清并单测覆盖。
+```
+
+**系统信息 Tab**
+
+- 路由挂在现有「系统信息」下（`web-admin/src/router/modules/sqxp.ts` 的 SystemInfo 子级）
+- 配置 `effective_at`；保存权限建议管理员
+- 文案说明：未配置将无法安排运输；修改只影响之后新建且按创建打标的计划
+
+**计划创建**
+
+```
+if effective_at and create_time >= effective_at:
+  cert_quota_rule_version = customer_category
+else:
+  cert_quota_rule_version = legacy
+```
+
+## 8. 前端范围
+
+| 页面/组件 | 变更 |
+| --- | --- |
+| 证用品类管理 | 新建列表+关联产品 |
+| 购买证/运输证建档 | 客户、品类；运输证引用；列表默认排除 closed/void |
+| 合同绑证 UI | 新规则下隐藏或只读说明 |
+| 安排 | 去掉手工用证配置；失败文案引导齐备 |
+| 计划详情/查看 | 展示关联购买证/运输证 |
+| 证书齐备 | 列表、上传、完善并关闭、批量 |
+| 系统信息 | 新 Tab 配置生效时间 |
+| 归档 | 待完善不可归档的提示 |
+
+H5 `m/pl/plan-cert`：评估与 Web 对齐的上传/建档；完善列表以 Web 为主时可第二期补齐，但不可破坏现有 H5 建档。
+
+## 9. 历史数据迁移
+
+1. **证件**：从现有证面 `product_name_on_cert` 归纳候选品类名，脚本/SQL 可生成品类草稿；**品类↔产品**由用户在界面手工完成后再开切点。
+2. **客户**：尽量用现有解析/名称匹配回填 `customer_id`；匹配不上保持空，active 选证前必须补齐。
+3. **计划**：不批量改历史 `quota_cert_waived`；不强制历史单进待完善。
+4. **切点**：业务准备好后在系统信息填写 `effective_at`（可等于「今天 0 点」或切换瞬间）。
+
+## 10. 分期
+
+| 期 | 内容 | 可验收结果 |
+| --- | --- | --- |
+| 一期 | 品类主数据、证件绑客户/品类、列表默认过滤、系统信息 effective_at、详情展示位（可先读账本） | 未配时间则安排被拦；可维护品类与证件 |
+| 二期 | 新选证算法接入安排/归档；legacy 祖父；停用合同选证源 | 新计划按客户品类自动占证/结转 |
+| 三期 | 齐备 2.0 列表与完善并关闭；归档强制已完善 | 齐备可安排、完善后可归档 |
+
+## 11. 验收要点
+
+- 同市只扣购买证；异地购买证+运输证；山峡/云栋不扣。
+- 10 吨早到期 + 100 吨晚到期、需求 >10 → 只用 100 吨那套。
+- 硫酸+盐酸两产品 → 两套（或多段）独立挂证。
+- 未配置 effective_at → 安排 409。
+- legacy 已安排 → 可归档不被新规则卡死。
+- 新规则齐备 → 可安排、不可归档；完善成功后可归档且账本有用量。
+- 证件列表默认无已核销/作废。
+- 合法使用证明行为与改前一致。
+
+## 12. 风险
+
+- D7 双侧扣证可能使额度消耗快于客户直觉，需在界面展示「本段客户/用证」。
+- 改 `effective_at` 若未打标会漂；必须创建打标。
+- 完善批量并发抢同一证余量：逐单事务 + 行锁（沿用现有证件锁）。
+- 分配器从可拆分改为整笔：旧单测需分流 legacy/新规则。

docs/superpowers/specs/2026-11-14-web-attachment-copy-clipboard-design.md

@@ -0,0 +1,98 @@
+# Web 附件图片复制到剪贴板
+
+工单：https://gitea.aichengyan.com/cykj/shanxia2.0/issues/28
+
+## 背景与问题
+
+系统多处图片/文件展示提供「下载」，用户希望再提供「复制」，将图片快速写入操作系统剪贴板，便于粘贴到微信、Word 等。场景分布在列表缩略图、表单附件卡、详情只读与预览弹窗，入口需统一，避免逐页发明交互。
+
+## 已确认决策
+
+| 项 | 结论 | 依据 |
+| --- | --- | --- |
+| 修改端 | 仅 `web-admin`（桌面 Web；移动 H5 若复用同一附件组件则自动获得） | 用户 2026-11-14 确认「只修改 web 端，不改小程序端」 |
+| 主入口 | 与「下载」同级的显式「复制」按钮；预览弹窗工具栏必有 | 对话方案获用户认可 |
+| 图片行为 | 写入系统剪贴板为图片（`image/png` 优先） | Clipboard API + 用户诉求 |
+| 非图片 | 不写入文件本体；可「复制链接」或仅保留下载 | 浏览器对任意文件剪贴板支持差 |
+| 右键 / 快捷键 | 本期不做主入口（可不做） | 发现成本高、易与表格/输入焦点冲突 |
+| 小程序 | 本期不改 | 用户明确排除；且无法位图复制 |
+| Figma 原型 | 免除，按现有下载旁按钮样式实现 | 用户 2026-11-14 选择「1」；此前推荐亦到期可采用 |
+
+## 方案对比
+
+| 方案 | 做法 | 优点 | 缺点 |
+| --- | --- | --- | --- |
+| A（推荐） | 公共工具函数 + 公共附件/预览组件加按钮 | 一处覆盖列表/表单/详情多数场景；与下载同发现路径 | 少数自建附件 UI 需二次补齐 |
+| B | 各业务页单独加复制 | 可控精细 | 遗漏多、风格易漂 |
+| C | 仅右键 / 快捷键 | UI 干净 | B 端发现差，触控与 H5 弱 |
+
+**采用方案 A。**
+
+## 范围
+
+**包含**
+
+- `web-admin`：剪贴板工具（图片 Blob → `navigator.clipboard.write`）
+- 复用现有 `fetchAttachmentBlob`（`download-attachment.ts`）取内容
+- 公共组件入口：
+  - `attachment-upload-field`：卡片操作区 / compact 下载旁；图片预览工具栏
+  - `attachment-preview-dialog`：图片预览工具栏
+  - 主要列表附件单元格（如 `pl-*-attachment-cell`、证书列表单元格等已有下载角标处）按同一模式补「复制」（仅图片显示图片复制；非图片可选复制链接或隐藏）
+- 成功 / 失败 `ElMessage` 提示；安全上下文或权限失败时明确提示
+
+**不包含**
+
+- `miniprogram/` 任何改动
+- 后端 API / schema 变更（沿用现有预签名下载）
+- 右键菜单、全局快捷键作为主入口
+- PDF/Office 等「复制文件本体」进剪贴板
+- 强制改造所有业务页内联重复附件 UI（优先公共组件；遗漏页可后续补）
+
+## 前端设计
+
+### 工具函数
+
+在 `web-admin/src/utils/clipboard.ts`（或同目录新建 `copy-attachment.ts` 并由 clipboard 导出）增加：
+
+- `copyImageBlobToClipboard(blob: Blob): Promise<boolean>`  
+  - 优先 `ClipboardItem` 写入；若类型非 `image/png`，经 canvas/`createImageBitmap` 转为 PNG 再写（兼容 JPEG 等）  
+  - 无 Clipboard API / 非安全上下文 / 权限拒绝 → 返回 false
+- `copyAttachmentImageToClipboard(file, options?): Promise<boolean>`  
+  - 内部：`detectAttachmentPreviewKind` 非 image 则失败或降级复制 URL 文本（由调用方决定文案）  
+  - `fetchAttachmentBlob` → `copyImageBlobToClipboard`
+
+非图片「复制链接」可复用已有 `copyTextToClipboard`。
+
+### UI 放置
+
+1. **附件卡片**（`attachment-upload-field`）：`下载` 旁增加复制图标按钮；仅当判定为图片时执行图片复制，其它类型可复制链接或只显示下载。
+2. **预览弹窗工具栏**（upload-field 内嵌预览 + `attachment-preview-dialog`）：在重置等按钮后增加「复制」；仅 `kind === 'image'` 时显示。
+3. **列表缩略图角标**：已有下载角标的单元格，图片项增加复制角标或与下载并列，点击 `@click.stop`，避免触发行预览。
+
+按钮样式、图标遵循 Fresh Mint / 现有 `action-btn` 与预览工具栏按钮规范（图标 + title 或短文案「复制」）。
+
+### 数据与网络
+
+- 剪贴板需要 Blob，不能只拷 DOM。
+- 使用现有预签名下载路径取 Blob；常命中浏览器缓存，用户体感可接受。
+- 不新增后端接口。
+
+### 兼容与降级
+
+| 情况 | 行为 |
+| --- | --- |
+| 现代桌面 Chrome / Edge | 图片写入剪贴板，成功提示「已复制到剪贴板」 |
+| 权限 / 非 HTTPS / 旧浏览器 | 失败提示「复制失败，请允许剪贴板权限或改用下载」；可选降级复制图片 URL |
+| 移动 H5（同组件） | 尽力而为；失败走同一提示，不单独做小程序方案 |
+
+## 验收条件
+
+1. Web 管理端：在公共附件卡、图片预览弹窗可见「复制」，点击后可将图片粘贴到本机支持图片剪贴板的应用（如预览/Word/微信桌面，视 OS 而定）。
+2. 非图片附件：不出现误导性的「复制图片」成功；链接复制或仅下载，行为与提示一致。
+3. 小程序目录无本次改动。
+4. 无后端变更；相关前端 lint / typecheck 通过（按实施计划执行）。
+
+## 风险与后续
+
+- MinIO / 预签名 CORS 若阻止 `fetch` Blob，复制会失败（下载走 `<a download>` 可能仍可用）→ 失败提示引导改用下载；必要时再评估代理拉取。
+- 少数未走公共组件的页面可能暂无按钮 → 后续按反馈补齐。

web-admin/package.json

@@ -61,6 +61,9 @@
     "@tailwindcss/vite": "^4.1.14",
     "@tinymce/tinymce-vue": "^6.3.0",
     "@turbodocx/html-to-docx": "^1.22.2",
+    "@univerjs/preset-sheets-core": "1.4.0",
+    "@univerjs/preset-sheets-filter": "1.4.0",
+    "@univerjs/presets": "1.4.0",
     "@vue-flow/core": "^1.48.2",
     "@vue/reactivity": "^3.5.21",
     "@vueuse/core": "^13.9.0",
@@ -86,6 +89,9 @@
     "pinia-plugin-persistedstate": "^4.3.0",
     "pinyin-pro": "^3.28.1",
     "qrcode.vue": "^3.6.0",
+    "react": "18.3.1",
+    "react-dom": "18.3.1",
+    "rxjs": "7.8.2",
     "sortablejs": "^1.15.7",
     "tailwindcss": "^4.1.14",
     "tinymce": "^8.5.1",

web-admin/pnpm-workspace.yaml

@@ -1,3 +1,7 @@
+# 单包工程也须声明 packages，否则 pnpm 9+ 报 “packages field missing or empty”
+packages:
+  - '.'
+
 allowBuilds:
   '@parcel/watcher': true
   '@tailwindcss/oxide': true
@@ -5,4 +9,5 @@ allowBuilds:
   core-js: false
   es5-ext: false
   esbuild: true
+  protobufjs: false
   vue-demi: true

web-admin/scripts/cert-list-face.test.ts

@@ -3,6 +3,9 @@ import test from 'node:test'
 import {
   buyPartyName,
   certFaceFields,
+  certKindLabel,
+  certKindTagType,
+  compareCertUploadTime,
   expiryWarning,
   salePartyName
 } from '../src/views/pl/quota-cert/cert-list-face'
@@ -49,3 +52,19 @@ test('only certificates expiring within seven days show a red warning label', ()
   assert.equal(expiryWarning('2026-11-12', today), null)
   assert.equal(expiryWarning('', today), null)
 })
+
+test('merged certificate lists follow upload time, then id, descending', () => {
+  assert.equal(certKindLabel('transport'), '运输证')
+  assert.equal(certKindLabel('purchase'), '购买证')
+  assert.equal(certKindTagType('transport'), 'warning')
+  assert.equal(certKindTagType('purchase'), 'success')
+  const rows = [
+    { id: 'b', createTime: '2026-11-01 10:00:00' },
+    { id: 'a', createTime: '2026-11-05 10:00:00' },
+    { id: 'c', createTime: '2026-11-05 10:00:00' }
+  ].sort(compareCertUploadTime)
+  assert.deepEqual(
+    rows.map((row) => row.id),
+    ['c', 'a', 'b']
+  )
+})

web-admin/scripts/issue-26-fold-icon-and-archive-plan-no.test.ts

@@ -0,0 +1,36 @@
+/**
+ * #26 回归：
+ * 1) ArtSvgIcon 的 el-icon 不得带 Tailwind `inline`（生产 CSS 会覆盖 display）
+ * 2) 运输归档列展示含 planNo，且表格列受 isColumnVisible 控制
+ */
+import test from 'node:test'
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import { dirname, join } from 'node:path'
+import { fileURLToPath } from 'node:url'
+import { parse } from '@vue/compiler-sfc'
+
+const root = join(dirname(fileURLToPath(import.meta.url)), '..')
+
+test('ArtSvgIcon: el-icon branch must not use Tailwind inline class', () => {
+  const src = readFileSync(join(root, 'src/components/core/base/art-svg-icon/index.vue'), 'utf8')
+  const { descriptor } = parse(src)
+  const template = descriptor.template?.content || ''
+  assert.match(template, /<el-icon\b[^>]*class="[^"]*art-svg-icon/)
+  assert.doesNotMatch(
+    template,
+    /<el-icon\b[^>]*class="[^"]*\binline\b/,
+    'el-icon must not include Tailwind inline (breaks display:inline-flex in prod CSS order)'
+  )
+})
+
+test('plan-archive: planNo is in column defs and table visibility gate', () => {
+  const src = readFileSync(join(root, 'src/views/pl/plan-archive/index.vue'), 'utf8')
+  assert.match(src, /prop:\s*'planNo',\s*label:\s*'计划编号'/)
+  assert.match(src, /pl-plan-archive-list-columns-v17/)
+  assert.match(
+    src,
+    /v-if="isColumnVisible\('planNo'\)"[\s\S]*?prop="planNo"/,
+    'planNo table column must be gated by isColumnVisible'
+  )
+})

web-admin/scripts/mobile-cert-ready-h5.test.ts

@@ -0,0 +1,46 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+
+const readyTab = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/ReadyTab.vue', import.meta.url),
+  'utf8'
+)
+const contractTab = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/ContractTab.vue', import.meta.url),
+  'utf8'
+)
+const archiveForm = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/archive-form.vue', import.meta.url),
+  'utf8'
+)
+const stopCard = readFileSync(
+  new URL('../src/views/m/pl/plan/PlanStopReadCard.vue', import.meta.url),
+  'utf8'
+)
+
+test('H5 证书齐备对齐 2.0：待完善列表与完善并关闭，且文案不宣称归档可跳过额度', () => {
+  assert.match(readyTab, /listPendingFulfill/)
+  assert.match(readyTab, /certReadyApi\.fulfill/)
+  assert.match(readyTab, /fulfillBatch/)
+  assert.match(readyTab, /已标记待完善/)
+  assert.match(readyTab, /完善并关闭/)
+  assert.match(readyTab, /归档前仍须/)
+  assert.doesNotMatch(readyTab, /安排和归档时都不再校验/)
+  assert.doesNotMatch(readyTab, /也不扣减额度/)
+})
+
+test('H5 合同用证页对新规则给出只读提示', () => {
+  assert.match(contractTab, /客户\+证用品类/)
+  assert.match(contractTab, /仅供历史查看/)
+})
+
+test('H5 建档页使用关联购买证且无证面引用残留', () => {
+  assert.match(archiveForm, /关联购买证/)
+  assert.doesNotMatch(archiveForm, /证面引用/)
+})
+
+test('H5 段次只读卡展示同市只需购买证', () => {
+  assert.match(stopCard, /是否同市/)
+  assert.match(stopCard, /同市只需购买证/)
+})

web-admin/scripts/mobile-pl-plan-h5-quota.test.ts

@@ -0,0 +1,86 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { toxicArrangeBlockMessage } from '../src/utils/pl-quota-cert-waiver'
+
+const detail = readFileSync(new URL('../src/views/m/pl/plan/detail.vue', import.meta.url), 'utf8')
+const stopCard = readFileSync(
+  new URL('../src/views/m/pl/plan/PlanStopReadCard.vue', import.meta.url),
+  'utf8'
+)
+const loadSection = readFileSync(
+  new URL('../src/views/m/pl/plan/MobilePlanLoadSection.vue', import.meta.url),
+  'utf8'
+)
+const deliverySection = readFileSync(
+  new URL('../src/views/m/pl/plan/MobilePlanDeliverySection.vue', import.meta.url),
+  'utf8'
+)
+const certFace = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/CertFacePanel.vue', import.meta.url),
+  'utf8'
+)
+const arrangeSubmit = readFileSync(
+  new URL('../src/composables/usePlPlanArrangeSubmit.ts', import.meta.url),
+  'utf8'
+)
+const formDialog = readFileSync(
+  new URL('../src/components/business/pl-plan-form-dialog/index.vue', import.meta.url),
+  'utf8'
+)
+const detailActions = readFileSync(
+  new URL('../src/utils/mp-pl-plan-detail-actions.ts', import.meta.url),
+  'utf8'
+)
+
+test('H5 计划详情提供查看用证入口并挂载 CertFacePanel', () => {
+  assert.match(detail, /查看用证/)
+  assert.match(detail, /CertFacePanel/)
+  assert.match(detail, /quotaOpen/)
+})
+
+test('H5 装送段可编辑同市，只读卡标明同市只需购买证', () => {
+  assert.match(loadSection, /sameCity/)
+  assert.match(deliverySection, /sameCity/)
+  assert.match(stopCard, /同市只需购买证/)
+})
+
+test('H5 用证面板新规则只读提示，且占用明细可回填证号', () => {
+  assert.match(certFace, /客户\+品类自动选证/)
+  assert.match(certFace, /安排不提供手工选证/)
+  assert.match(certFace, /certNoSnapshot/)
+  assert.match(certFace, /sourceStopProductId/)
+})
+
+test('H5/共用安排提交不附带手工 quotaConfiguration', () => {
+  assert.doesNotMatch(arrangeSubmit, /quotaConfiguration/)
+  assert.match(formDialog, /toxicArrangeBlockMessage/)
+  assert.match(formDialog, /buildArrangePayloadFromPlanForm/)
+})
+
+test('新规则安排以服务端齐备/余量检查为准，不被本地合同绑证缺口误拦', () => {
+  const unbound = '合同HT-1尚未绑定购买证和运输证，请先到合同中绑定后再安排运输'
+  assert.equal(
+    toxicArrangeBlockMessage(
+      { certQuotaRuleVersion: 'customer_category', arrangeBlockMessage: '' },
+      unbound
+    ),
+    ''
+  )
+  assert.equal(
+    toxicArrangeBlockMessage(
+      {
+        certQuotaRuleVersion: 'customer_category',
+        arrangeBlockMessage: '新规则下证书齐备只放行安排'
+      },
+      unbound
+    ),
+    '新规则下证书齐备只放行安排'
+  )
+})
+
+test('H5 计划详情无运输归档操作（归档在 Web；齐备完善在 plan-cert）', () => {
+  assert.doesNotMatch(detailActions, /archive/)
+  assert.doesNotMatch(detailActions, /归档/)
+  assert.match(detailActions, /arrange/)
+})

web-admin/scripts/mp-pl-plan-cert-entry.test.mjs

@@ -11,10 +11,14 @@ test('危化品证上传位于运输管理并复用现有 WebView 壳', async ()
   const { WORKBENCH_MODULES } = await import(`data:text/javascript,${encodeURIComponent(source)}`)
   const transport = WORKBENCH_MODULES.find((m) => m.key === 'pl')
   const entry = transport.menus.find((m) => m.code === 'pl-plan-cert-webview')
-  assert.ok(entry, '运输管理缺少危化品证上传入口')
-  assert.equal(entry.name, '危化品证上传')
+  assert.ok(entry, '运输管理缺少运输证件管理入口')
+  assert.equal(entry.name, '运输证件管理')
   assert.equal(entry.perms, 'mini:pl:plan-cert:list')
   assert.equal(entry.enabled, true)
+  assert.ok(
+    Array.isArray(entry.anyPerms) && entry.anyPerms.includes('mini:pl:quota-cert:list'),
+    '入口应覆盖证件建档等子权限'
+  )
   const api = await read('miniprogram/config/api.js')
   const ast = ts.createSourceFile('api.js', api, ts.ScriptTarget.Latest, true)
   let expression

web-admin/scripts/plan-detail-linked-certs.test.ts

@@ -0,0 +1,35 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+
+const viewTabs = readFileSync(
+  new URL('../src/components/business/pl-plan-view-tabs/index.vue', import.meta.url),
+  'utf8'
+)
+const h5Detail = readFileSync(
+  new URL('../src/views/m/pl/plan/detail.vue', import.meta.url),
+  'utf8'
+)
+
+test('Web 计划详情：关联证件在装送货后且无危化品证书信息区', () => {
+  assert.doesNotMatch(viewTabs, /危化品证书信息/)
+  assert.doesNotMatch(viewTabs, /PlPlanHazardCertViewTable/)
+  const loadIdx = viewTabs.indexOf('装送货信息')
+  const certIdx = viewTabs.indexOf('关联购买证 / 运输证')
+  const freightIdx = viewTabs.indexOf('运费信息')
+  assert.ok(loadIdx >= 0 && certIdx > loadIdx && freightIdx > certIdx)
+  assert.match(viewTabs, /AttachmentUploadField/)
+  assert.match(viewTabs, /attachmentUrls/)
+})
+
+test('H5 计划详情：关联购买证/运输证替换危化品证书信息并展示附件', () => {
+  assert.doesNotMatch(h5Detail, /危化品证书信息/)
+  assert.match(h5Detail, /关联购买证 \/ 运输证/)
+  assert.match(h5Detail, /关联证件/)
+  const loadIdx = h5Detail.indexOf('plan-sec-load')
+  const certIdx = h5Detail.indexOf('plan-sec-cert')
+  const freightIdx = h5Detail.indexOf('plan-sec-freight')
+  assert.ok(loadIdx >= 0 && certIdx > loadIdx && freightIdx > certIdx)
+  assert.match(h5Detail, /AttachmentUploadField|CertAttachments/)
+  assert.match(h5Detail, /attachmentUrls/)
+})

web-admin/scripts/quota-cert-form.test.ts

@@ -645,7 +645,7 @@ test('referenced bindings and references cannot be edited or removed', async ()
     s.removeReference(0)
     s.addReference()
     assert.equal(s.form.value.purchaseRefs.length, 1)
-    assert.ok(h.messages.some((m) => m.includes('不能新增或移除证面引用')))
+    assert.ok(h.messages.some((m) => m.includes('不能新增或移除关联购买证')))
     assert.equal(s.referenceRowLocked(s.form.value.purchaseRefs[0]), false)
   } finally {
     h.stop()

web-admin/scripts/quota-cert-waiver.test.ts

@@ -17,3 +17,20 @@ test('unmarked plans still block on the server message or the local certificate
   assert.equal(toxicArrangeBlockMessage({ arrangeBlockMessage: '' }, unbound), unbound)
   assert.equal(toxicArrangeBlockMessage(null, unbound), unbound)
 })
+
+test('customer_category plans trust the server arrange check and ignore local contract-binding gaps', () => {
+  assert.equal(
+    toxicArrangeBlockMessage(
+      { certQuotaRuleVersion: 'customer_category', arrangeBlockMessage: '' },
+      unbound
+    ),
+    ''
+  )
+  assert.equal(
+    toxicArrangeBlockMessage(
+      { certQuotaRuleVersion: 'customer_category', arrangeBlockMessage: '证件余量不足' },
+      unbound
+    ),
+    '证件余量不足'
+  )
+})

web-admin/src/App.vue

@@ -111,7 +111,7 @@
 
   const panelTitleClassList = [...panelTitleIconByText.map(([, cls]) => cls), 'auto-title-list']
   const panelTitleBarClass = 'title-bar-heading'
-  const panelTitleBarTextRules = [/^(购买证与运输证|合法使用证明|计划用证|证件建档|合同用证|证件用量|计划段次用证|证书齐备|合同证件与额度)$/]
+  const panelTitleBarTextRules = [/^(购买证与运输证|合法使用证明|计划用证|证件建档|证用品类|合同用证|证件用量|计划段次用证|证书齐备|合同证件与额度|运输证件规则)$/]
   const panelTitleHeadingSelector =
     '.page-container .panel-top h2, .page-container .panel-top h3, .page-container .storage-content-header h3, .page-container .storage-aside__head h2, .page-container .user-dept-aside__head h2, .console-container .panel-top h2'
 

web-admin/src/api/doclib.ts

@@ -67,6 +67,11 @@ export const saveDoclibShares = (id: string, userIds: string[]) =>
     url: `${base}/files/${encodeURIComponent(id)}/shares`,
     data: { userIds }
   })
+export const saveDoclibBatchShares = (ids: string[], userIds: string[]) =>
+  request.post<DoclibDocument[]>({
+    url: `${base}/files/batch-shares`,
+    data: { ids, userIds }
+  })
 export const deleteDoclibFiles = (ids: string[]) =>
   request.post({ url: `${base}/files/batch-delete`, data: { ids } })
 export const downloadDoclibFile = (id: string) =>

web-admin/src/api/pl/index.ts

@@ -480,6 +480,8 @@ export interface PlanLoad {
   notes?: string
   generateDibang?: number
   dibangDirection?: string
+  /** 1 时本段易制毒只校验购买证 */
+  sameCity?: number
   remark?: string
   products?: PlanStopProduct[]
   contracts?: PlanContractLink[]
@@ -502,6 +504,8 @@ export interface PlanDelivery {
   notes?: string
   generateDibang?: number
   dibangDirection?: string
+  /** 1 时本段易制毒只校验购买证 */
+  sameCity?: number
   remark?: string
   deliveryMethod?: string
   products?: PlanStopProduct[]

web-admin/src/api/pl/quota-cert.ts

@@ -44,6 +44,8 @@ export interface CertBody {
   routeText?: string | null
   consigneeName?: string | null
   applicantName?: string | null
+  customerId?: string | null
+  categoryId?: string | null
   contractBindings?: CertificateContractBinding[]
   purchaseRefs?: PurchaseReference[]
 }
@@ -61,6 +63,8 @@ export interface QuotaCert extends Omit<CertBody, 'status'> {
   usagePolicy: 'once' | 'multiple' | 'needs_confirmation'
   createTime?: string
   certType?: CertType
+  derivedCategoryIds?: string[]
+  customerName?: string | null
 }
 export interface ScopeProduct {
   id?: string
@@ -285,6 +289,8 @@ export interface QuotaSourceOption {
   contractId: string
   contractProductId: string
   partyName?: string
+  /** 本段勾选同市时只要求购买证 */
+  sameCity?: boolean
 }
 export interface QuotaSourcePair {
   sourceStopType: 'load' | 'delivery'
@@ -325,6 +331,7 @@ export interface PlanQuota {
   canSaveConfiguration?: boolean
   arrangeBlockMessage?: string
   quotaCertWaived?: boolean
+  certQuotaRuleVersion?: 'legacy' | 'customer_category' | string
   configuration: Partial<QuotaConfiguration>
   sourceOptions: QuotaSourceOption[]
   usages: Record<string, any>[]
@@ -391,7 +398,55 @@ export const certReadyApi = {
       .get(`${base}/plans/cert-ready`, { params })
       .then(pickBxData<{ total: number; list: CertReadyPlan[] }>),
   mark: (id: string) =>
-    request.post(`${base}/plans/${id}/cert-ready`).then(pickBxData<CertReadyPlan>)
+    request.post(`${base}/plans/${id}/cert-ready`).then(pickBxData<CertReadyPlan>),
+  listPendingFulfill: (params: { keyword?: string; page: number; pageSize: number }) =>
+    request
+      .get(`${base}/plans/cert-ready/pending-fulfill`, { params })
+      .then(pickBxData<{ total: number; list: CertReadyPlan[] }>),
+  fulfill: (id: string) =>
+    request.post(`${base}/plans/${id}/fulfill-quota-certs`).then(pickBxData<CertReadyPlan>),
+  fulfillBatch: (planIds: string[]) =>
+    request
+      .post(`${base}/plans/fulfill-quota-certs/batch`, { planIds })
+      .then(pickBxData<{ results: Array<{ planId: string; ok: boolean; message?: string }> }>)
+}
+
+export const certCategoryApi = {
+  list: (params?: { keyword?: string; status?: string }) =>
+    request.get(`${base}/categories`, { params }).then(pickBxData<CertCategory[]>),
+  get: (id: string) => request.get(`${base}/categories/${id}`).then(pickBxData<CertCategory>),
+  create: (body: Record<string, unknown>) =>
+    request.post(`${base}/categories`, body).then(pickBxData<CertCategory>),
+  update: (id: string, body: Record<string, unknown>) =>
+    request.put(`${base}/categories/${id}`, body).then(pickBxData<CertCategory>),
+  remove: (id: string) =>
+    request.delete(`${base}/categories/${id}`).then(pickBxData<{ ok?: boolean }>)
+}
+
+export interface CertCategory {
+  id: string
+  categoryName: string
+  categoryCode?: string | null
+  status: string
+  products?: Array<{
+    id?: string
+    productId: string
+    scopeStatus?: string
+    productNo?: string | null
+    productName?: string | null
+    model?: string | null
+  }>
+}
+
+export const certQuotaRuleApi = {
+  get: () =>
+    request
+      .get(`${base}/rule-config`)
+      .then(pickBxData<{ effectiveAt: string | null; configured: boolean }>),
+  save: (effectiveAt: string | null) =>
+    request
+      .put(`${base}/rule-config`, { effectiveAt })
+      .then(pickBxData<{ effectiveAt: string | null; configured: boolean }>)
 }
 
 export const planQuotaApi = {

web-admin/src/assets/styles/core/app.scss

@@ -1900,19 +1900,6 @@ body {
   }
 }
 
-.list-table.is-excel-copy {
-  th.is-excel-col,
-  td.is-excel-rowhead {
-    background: var(--mint-primary-bg) !important;
-    color: var(--mint-primary-dark);
-  }
-
-  td.is-excel-cell {
-    background: rgba(16, 185, 129, 0.16) !important;
-    box-shadow: inset 0 0 0 1px var(--mint-primary-dark);
-  }
-}
-
 /* 筛选区 label：13px 次要色（对齐 zkxw filter-form 实践；filter-hint 仍为 11px） */
 .page-container .filter-block .el-form-item__label,
 .console-container .filter-block .el-form-item__label,

web-admin/src/components/business/attachment-preview-dialog/index.vue

@@ -45,6 +45,16 @@
             <el-icon v-if="!isMpPreviewToolbar"><Refresh /></el-icon>
             重置
           </el-button>
+          <span class="preview-toolbar-sep" aria-hidden="true" />
+          <el-button
+            :size="mpBtnSize"
+            :loading="copyBusy"
+            :disabled="!props.fileUrl || copyBusy"
+            @click="handleCopyImage"
+          >
+            <el-icon v-if="!isMpPreviewToolbar && !copyBusy"><DocumentCopy /></el-icon>
+            复制
+          </el-button>
           <span class="preview-status-chip">{{ previewStatusText }}</span>
         </div>
         <div
@@ -98,17 +108,20 @@
   import { useRoute } from 'vue-router'
   import {
     Document,
+    DocumentCopy,
     Refresh,
     RefreshLeft,
     RefreshRight,
     ZoomIn,
     ZoomOut
   } from '@element-plus/icons-vue'
+  import { ElMessage } from 'element-plus'
   import {
     detectAttachmentPreviewKind,
     resolveAttachmentPreviewUrl,
     type AttachmentPreviewKind
   } from '@/utils/download-attachment'
+  import { copyAttachmentImageToClipboard } from '@/utils/clipboard'
   import {
     IMAGE_PREVIEW_ZOOM_MIN,
     IMAGE_PREVIEW_ZOOM_MAX,
@@ -159,6 +172,7 @@
   })
 
   const loading = ref(false)
+  const copyBusy = ref(false)
   const pdfSrc = ref('')
   const previewStageRef = ref<HTMLElement>()
   const previewImgRef = ref<HTMLImageElement>()
@@ -229,6 +243,21 @@
     nextTick(() => refreshPreviewFitBase())
   }
 
+  async function handleCopyImage() {
+    if (kind.value !== 'image' || !props.fileUrl || copyBusy.value) return
+    copyBusy.value = true
+    try {
+      const ok = await copyAttachmentImageToClipboard(
+        { fileUrl: props.fileUrl, fileName: props.fileName },
+        { fullFileUrl: props.resolveUrl }
+      )
+      if (ok) ElMessage.success('已复制到剪贴板')
+      else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+    } finally {
+      copyBusy.value = false
+    }
+  }
+
   function resetPreviewZoomPan() {
     previewZoom.value = 1
     previewOffsetX.value = 0

web-admin/src/components/business/attachment-upload-field/index.vue

@@ -59,6 +59,20 @@
         >
           <span aria-hidden="true">↓</span>
         </button>
+        <button
+          v-if="file.fileUrl && !file._uploading"
+          type="button"
+          class="att-icon att-icon--copy"
+          :aria-label="
+            isImageFile(file)
+              ? `复制图片：${file.fileName || '未命名附件'}`
+              : `复制链接：${file.fileName || '未命名附件'}`
+          "
+          :disabled="copyBusyId === (file.id || String(index))"
+          @click.stop="handleCopyAttachment(file)"
+        >
+          <span aria-hidden="true">⧉</span>
+        </button>
         <button
           class="att-preview"
           type="button"
@@ -145,6 +159,16 @@
         >
           <el-icon :size="12"><Delete /></el-icon>
         </button>
+        <button
+          v-if="compact && disabled && file.fileUrl"
+          type="button"
+          class="attachment-compact-copy"
+          :title="isImageFile(file) ? '复制图片' : '复制链接'"
+          :disabled="copyBusyId === (file.id || String(index))"
+          @click.stop="handleCopyAttachment(file)"
+        >
+          <el-icon :size="12"><DocumentCopy /></el-icon>
+        </button>
         <button
           v-if="compact && disabled && file.fileUrl"
           type="button"
@@ -157,6 +181,13 @@
         <div class="attachment-footer">
           <span class="attachment-name" :title="file.fileName">{{ file.fileName }}</span>
           <div v-if="!disabled" class="attachment-actions">
+            <el-icon
+              class="action-btn"
+              :title="isImageFile(file) ? '复制图片' : '复制链接'"
+              @click="handleCopyAttachment(file)"
+            >
+              <DocumentCopy />
+            </el-icon>
             <el-icon class="action-btn" title="下载" @click="handleDownloadAttachment(file)">
               <Download />
             </el-icon>
@@ -169,6 +200,13 @@
             </el-icon>
           </div>
           <div v-else class="attachment-actions">
+            <el-icon
+              class="action-btn"
+              :title="isImageFile(file) ? '复制图片' : '复制链接'"
+              @click="handleCopyAttachment(file)"
+            >
+              <DocumentCopy />
+            </el-icon>
             <el-icon class="action-btn" title="下载" @click="handleDownloadAttachment(file)">
               <Download />
             </el-icon>
@@ -222,6 +260,16 @@
               <el-icon v-if="!isMpPreviewToolbar"><Refresh /></el-icon>
               重置
             </el-button>
+            <span class="preview-toolbar-sep" aria-hidden="true" />
+            <el-button
+              :size="mpBtnSize"
+              :loading="previewCopyBusy"
+              :disabled="!previewFile?.fileUrl || previewCopyBusy"
+              @click="handleCopyPreviewImage"
+            >
+              <el-icon v-if="!isMpPreviewToolbar && !previewCopyBusy"><DocumentCopy /></el-icon>
+              复制
+            </el-button>
             <span class="preview-status-chip">{{ previewStatusText }}</span>
           </div>
           <div
@@ -278,6 +326,7 @@ import {
   Loading,
   VideoPlay,
   Document,
+  DocumentCopy,
   Download,
   Delete,
   RefreshLeft,
@@ -293,6 +342,10 @@ import {
   downloadAttachmentFile,
   resolveAttachmentPreviewUrl
 } from '@/utils/download-attachment'
+import {
+  copyAttachmentImageToClipboard,
+  copyTextToClipboard
+} from '@/utils/clipboard'
 import { resolvePhotoDisplayUrl } from '@/utils/pl-photo'
 import { buildAttachmentUploadFormData, type CrmUploadBizType } from '@/utils/crm-upload'
 import {
@@ -798,6 +851,47 @@ function handleDownloadAttachment(file: AttachmentItem) {
   downloadAttachmentFile(file, { fullFileUrl: resolveFileUrl })
 }
 
+const copyBusyId = ref('')
+const previewCopyBusy = ref(false)
+
+async function handleCopyAttachment(file: AttachmentItem) {
+  const url = String(file.fileUrl || '').trim()
+  if (!url) {
+    ElMessage.warning('暂无可复制内容')
+    return
+  }
+  const busyKey = file.id || url
+  if (copyBusyId.value === busyKey) return
+  copyBusyId.value = busyKey
+  try {
+    if (isImageFile(file)) {
+      const ok = await copyAttachmentImageToClipboard(file, { fullFileUrl: resolveFileUrl })
+      if (ok) ElMessage.success('已复制到剪贴板')
+      else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+      return
+    }
+    const href = resolveFileUrl(url)
+    const ok = await copyTextToClipboard(href || url)
+    if (ok) ElMessage.success('已复制链接')
+    else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+  } finally {
+    if (copyBusyId.value === busyKey) copyBusyId.value = ''
+  }
+}
+
+async function handleCopyPreviewImage() {
+  const file = previewFile.value
+  if (!file?.fileUrl || previewCopyBusy.value) return
+  previewCopyBusy.value = true
+  try {
+    const ok = await copyAttachmentImageToClipboard(file, { fullFileUrl: resolveFileUrl })
+    if (ok) ElMessage.success('已复制到剪贴板')
+    else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+  } finally {
+    previewCopyBusy.value = false
+  }
+}
+
 function handlePreviewAttachment(file: AttachmentItem) {
   if (!canPreview(file)) return
   previewFile.value = file
@@ -1269,10 +1363,10 @@ defineExpose({ hasUploading })
     border-radius: 6px;
   }
 
-  .attachment-compact-download {
+  .attachment-compact-download,
+  .attachment-compact-copy {
     position: absolute;
     top: 2px;
-    right: 2px;
     z-index: 2;
     display: flex;
     align-items: center;
@@ -1290,6 +1384,19 @@ defineExpose({ hasUploading })
     &:hover {
       background: #1ca851;
     }
+
+    &:disabled {
+      opacity: 0.55;
+      cursor: not-allowed;
+    }
+  }
+
+  .attachment-compact-download {
+    right: 2px;
+  }
+
+  .attachment-compact-copy {
+    right: 22px;
   }
 }
 </style>

web-admin/src/components/business/list-excel-viewer-dialog/index.vue

@@ -0,0 +1,370 @@
+<!-- 列表 Excel 只读查看：Univer OSS，可筛选/复制，不可编辑或写回 -->
+<template>
+  <el-dialog
+    v-model="innerVisible"
+    title="Excel 查看"
+    width="96%"
+    top="2vh"
+    class="dialog-form-layout list-excel-viewer-dialog"
+    align-center
+    destroy-on-close
+    append-to-body
+    :close-on-click-modal="false"
+    style="backdrop-filter: none"
+    @opened="onOpened"
+    @closed="onClosed"
+  >
+    <div v-loading="booting" class="list-excel-viewer-body">
+      <p class="list-excel-viewer-hint">只读模式：可筛选、复制；不可编辑或写回系统。</p>
+      <div ref="containerRef" class="list-excel-viewer-host" />
+    </div>
+  </el-dialog>
+</template>
+
+<script setup lang="ts">
+  import { computed, nextTick, onBeforeUnmount, ref, shallowRef } from 'vue'
+  import { ElMessage } from 'element-plus'
+  import type { ListExcelSnapshot } from '@/utils/list-excel-copy'
+  import { excelCell, snapshotToUniverCellData } from '@/utils/list-excel-copy'
+
+  defineOptions({ name: 'ListExcelViewerDialog' })
+
+  const props = defineProps<{
+    modelValue: boolean
+    snapshot: ListExcelSnapshot | null
+  }>()
+
+  const emit = defineEmits<{
+    'update:modelValue': [value: boolean]
+  }>()
+
+  const innerVisible = computed({
+    get: () => props.modelValue,
+    set: (value: boolean) => emit('update:modelValue', value)
+  })
+
+  const containerRef = ref<HTMLElement | null>(null)
+  const booting = ref(false)
+  const univerRef = shallowRef<{ dispose: () => void } | null>(null)
+  const univerApiRef = shallowRef<UniverAPI | null>(null)
+
+  type UniverAPI = {
+    createWorkbook: (data: Record<string, unknown>) => unknown
+    getActiveWorkbook: () => any
+    Enum: {
+      WorkbookPermissionPoint: Record<string, string>
+      WorksheetPermissionPoint: Record<string, string>
+    }
+  }
+
+  function disposeUniver() {
+    unbindCopyHotkey()
+    try {
+      univerRef.value?.dispose()
+    } catch {
+      // ignore dispose race
+    }
+    univerRef.value = null
+    univerApiRef.value = null
+  }
+
+  function selectionToTsv(univerAPI: UniverAPI): string {
+    const workbook = univerAPI.getActiveWorkbook?.()
+    const range = workbook?.getActiveRange?.() || workbook?.getActiveSheet?.()?.getActiveRange?.()
+    if (!range) return ''
+    const values: unknown[][] =
+      range.getDisplayValues?.() || range.getValues?.() || range.getRawValues?.() || []
+    if (!Array.isArray(values) || !values.length) {
+      const single = range.getDisplayValue?.() ?? range.getValue?.()
+      if (single == null || single === '') return ''
+      return excelCell(String(single))
+    }
+    return values
+      .map((row) =>
+        (Array.isArray(row) ? row : [row])
+          .map((cell) => excelCell(cell == null ? '' : String(cell)))
+          .join('\t')
+      )
+      .join('\r\n')
+  }
+
+  async function copySelectionFallback(univerAPI: UniverAPI) {
+    const text = selectionToTsv(univerAPI)
+    if (!text) return false
+    try {
+      await navigator.clipboard.writeText(text)
+      ElMessage.success('已复制，到 Excel 中直接粘贴')
+      return true
+    } catch {
+      const area = document.createElement('textarea')
+      area.value = text
+      area.setAttribute('readonly', 'true')
+      area.style.position = 'fixed'
+      area.style.left = '-9999px'
+      document.body.appendChild(area)
+      area.select()
+      const ok = document.execCommand('copy')
+      area.remove()
+      if (ok) {
+        ElMessage.success('已复制，到 Excel 中直接粘贴')
+        return true
+      }
+      ElMessage.warning('复制失败，请允许剪贴板权限后重试')
+      return false
+    }
+  }
+
+  function isTextEntryTarget(target: EventTarget | null): boolean {
+    if (target instanceof HTMLTextAreaElement || target instanceof HTMLSelectElement) return true
+    if (target instanceof HTMLInputElement) {
+      const type = (target.getAttribute('type') || 'text').toLowerCase()
+      return type !== 'checkbox' && type !== 'radio'
+    }
+    return target instanceof HTMLElement && target.isContentEditable
+  }
+
+  function onCopyHotkey(event: KeyboardEvent) {
+    if (!innerVisible.value || !univerApiRef.value) return
+    if (!(event.metaKey || event.ctrlKey) || event.key.toLowerCase() !== 'c') return
+    if (isTextEntryTarget(event.target)) return
+    const host = containerRef.value
+    const target = event.target as Node | null
+    // 弹层内任意位置（含 Univer canvas）都接住复制
+    const dialog = host?.closest('.el-dialog')
+    if (dialog && target && !dialog.contains(target) && target !== document.body) return
+    event.preventDefault()
+    event.stopPropagation()
+    void copySelectionFallback(univerApiRef.value)
+  }
+
+  function bindCopyHotkey() {
+    document.addEventListener('keydown', onCopyHotkey, true)
+  }
+
+  function unbindCopyHotkey() {
+    document.removeEventListener('keydown', onCopyHotkey, true)
+  }
+
+  /**
+   * 工作表 setPoint 必须先 protect()，否则会抛
+   * "Cannot set … because worksheet protection does not exist"。
+   * filterOnly 默认关掉 WorksheetCopy，必须再显式打开，否则 Ctrl/Cmd+C 无效。
+   */
+  async function applyReadonlyPermissions(univerAPI: UniverAPI) {
+    const workbook = univerAPI.getActiveWorkbook()
+    if (!workbook) return
+
+    // 本地关闭编辑（不依赖 Authz / protect）
+    if (typeof workbook.setEditable === 'function') {
+      workbook.setEditable(false)
+    }
+
+    try {
+      const workbookPermission = workbook.getWorkbookPermission?.()
+      if (workbookPermission?.setMode) {
+        await workbookPermission.setMode('viewer')
+      }
+      const copyPoint = univerAPI.Enum?.WorkbookPermissionPoint?.CopyContent
+      if (workbookPermission?.setPoint && copyPoint) {
+        await workbookPermission.setPoint(copyPoint, true)
+      }
+    } catch (error) {
+      console.warn('[ListExcelViewer] workbook permission skipped', error)
+    }
+
+    const sheet = workbook.getActiveSheet?.()
+    if (!sheet?.getWorksheetPermission) return
+    try {
+      const sheetPermission = sheet.getWorksheetPermission()
+      // filterOnly = View + Sort + Filter；须先 protect
+      if (!sheetPermission.isProtected?.()) {
+        await sheetPermission.protect?.({ name: 'list-excel-readonly' })
+      }
+      if (sheetPermission.setMode) {
+        await sheetPermission.setMode('filterOnly')
+      }
+      const sheetCopy = univerAPI.Enum?.WorksheetPermissionPoint?.Copy
+      if (sheetPermission.setPoint && sheetCopy) {
+        await sheetPermission.setPoint(sheetCopy, true)
+      }
+    } catch (error) {
+      console.warn('[ListExcelViewer] worksheet filterOnly skipped', error)
+    }
+  }
+
+  function mountFilter(univerAPI: UniverAPI, snapshot: ListExcelSnapshot) {
+    const sheet = univerAPI.getActiveWorkbook()?.getActiveSheet?.()
+    if (!sheet?.getRange) return
+    const colCount = Math.max(snapshot.headers.length, 1)
+    const rowCount = Math.max(snapshot.rows.length + 1, 1)
+    const range = sheet.getRange(0, 0, rowCount, colCount)
+    try {
+      sheet.getFilter?.()?.remove?.()
+    } catch {
+      // no existing filter
+    }
+    range.createFilter?.()
+  }
+
+  async function loadUniverModules() {
+    const [
+      { UniverSheetsCorePreset },
+      coreZhMod,
+      { UniverSheetsFilterPreset },
+      filterZhMod,
+      { createUniver, LocaleType, mergeLocales }
+    ] = await Promise.all([
+      import('@univerjs/preset-sheets-core'),
+      import('@univerjs/preset-sheets-core/locales/zh-CN'),
+      import('@univerjs/preset-sheets-filter'),
+      import('@univerjs/preset-sheets-filter/locales/zh-CN'),
+      import('@univerjs/presets'),
+      import('@univerjs/preset-sheets-core/lib/index.css'),
+      import('@univerjs/preset-sheets-filter/lib/index.css')
+    ])
+    return {
+      UniverSheetsCorePreset,
+      UniverPresetSheetsCoreZhCN: coreZhMod.default,
+      UniverSheetsFilterPreset,
+      UniverPresetSheetsFilterZhCN: filterZhMod.default,
+      createUniver,
+      LocaleType,
+      mergeLocales
+    }
+  }
+
+  async function bootUniver() {
+    disposeUniver()
+    const snapshot = props.snapshot
+    const container = containerRef.value
+    if (!snapshot || !container) return
+    if (!snapshot.headers.length) {
+      ElMessage.warning('当前列表没有可查看的数据列')
+      return
+    }
+
+    booting.value = true
+    try {
+      const {
+        UniverSheetsCorePreset,
+        UniverPresetSheetsCoreZhCN,
+        UniverSheetsFilterPreset,
+        UniverPresetSheetsFilterZhCN,
+        createUniver,
+        LocaleType,
+        mergeLocales
+      } = await loadUniverModules()
+
+      const cellData = snapshotToUniverCellData(snapshot)
+      const colCount = snapshot.headers.length
+      const rowCount = snapshot.rows.length + 1
+      const sheetId = 'sheet1'
+
+      const { univer, univerAPI } = createUniver({
+        locale: LocaleType.ZH_CN,
+        locales: {
+          [LocaleType.ZH_CN]: mergeLocales(UniverPresetSheetsCoreZhCN, UniverPresetSheetsFilterZhCN)
+        },
+        presets: [
+          UniverSheetsCorePreset({
+            container,
+            toolbar: true,
+            formulaBar: false,
+            footer: false,
+            header: true,
+            contextMenu: true
+          }),
+          UniverSheetsFilterPreset()
+        ]
+      })
+
+      univerRef.value = univer
+      const api = univerAPI as unknown as UniverAPI
+      univerApiRef.value = api
+
+      api.createWorkbook({
+        id: 'list-excel-viewer',
+        name: '列表数据',
+        sheetOrder: [sheetId],
+        sheets: {
+          [sheetId]: {
+            id: sheetId,
+            name: '当前页',
+            rowCount: Math.max(rowCount + 20, 40),
+            columnCount: Math.max(colCount + 5, 10),
+            cellData
+          }
+        }
+      })
+
+      // 权限/筛选失败不应让整页判定为加载失败（表格数据已就绪）
+      try {
+        await applyReadonlyPermissions(api)
+      } catch (error) {
+        console.warn('[ListExcelViewer] readonly setup skipped', error)
+      }
+      try {
+        mountFilter(api, snapshot)
+      } catch (error) {
+        console.warn('[ListExcelViewer] filter setup skipped', error)
+      }
+      bindCopyHotkey()
+    } catch (error) {
+      console.error(error)
+      ElMessage.error('Excel 查看加载失败，请稍后重试')
+      disposeUniver()
+    } finally {
+      booting.value = false
+    }
+  }
+
+  async function onOpened() {
+    await nextTick()
+    await bootUniver()
+  }
+
+  function onClosed() {
+    disposeUniver()
+  }
+
+  onBeforeUnmount(() => {
+    disposeUniver()
+  })
+</script>
+
+<style scoped lang="scss">
+  .list-excel-viewer-body {
+    display: flex;
+    flex-direction: column;
+    height: calc(100vh - 160px);
+    min-height: 420px;
+    gap: 8px;
+  }
+
+  .list-excel-viewer-hint {
+    margin: 0;
+    font-size: 12px;
+    line-height: 1.4;
+    color: var(--mint-text-muted);
+  }
+
+  .list-excel-viewer-host {
+    flex: 1;
+    min-height: 0;
+    border: 1px solid var(--mint-border, #e2e8f0);
+    border-radius: 8px;
+    overflow: hidden;
+  }
+</style>
+
+<style lang="scss">
+  .list-excel-viewer-dialog.el-dialog {
+    max-height: calc(100vh - 40px);
+    margin-bottom: 0;
+
+    .el-dialog__body {
+      padding-top: 8px;
+      padding-bottom: 16px;
+    }
+  }
+</style>

web-admin/src/components/business/list-table/index.vue

@@ -1,6 +1,7 @@
 <!--
   主列表薄封装：在 el-table 上启用列宽拖拽，并按 table-key 持久化到 localStorage。
   用法：将 <el-table class="list-table" …> 换成 <ListTable table-key="crm-customer" class="list-table" …>
+  Excel 查看：工具栏打开只读 Univer 弹层，本组件提供 getExcelSnapshot()。
 -->
 <template>
   <el-table
@@ -29,15 +30,11 @@
     useAttrs,
     watch
   } from 'vue'
-  import { ElMessage } from 'element-plus'
   import {
-    buildExcelTsv,
-    excelCell,
+    buildExcelSnapshot,
     isCopyableColumn,
-    isRowSelectorColumn,
-    resolveCopyAxes,
-    toggleAxis,
-    type ListExcelColumn
+    type ListExcelColumn,
+    type ListExcelSnapshot
   } from '@/utils/list-excel-copy'
   import {
     isFixedNarrowListColumnKey,
@@ -55,7 +52,7 @@
       persistColumnWidth?: boolean
       /** 是否开启 border（列宽拖拽依赖）；默认 true */
       border?: boolean
-      /** 是否允许 Excel 行列复制，默认 true */
+      /** 是否允许 Excel 只读查看，默认 true */
       excelCopy?: boolean
     }>(),
     {
@@ -71,17 +68,11 @@
     computed(() => props.tableKey)
   )
 
-  const excelMode = ref(false)
-  const selectedCols = ref(new Set<number>())
-  const selectedRows = ref(new Set<number>())
-  let colAnchor: number | null = null
-  let rowAnchor: number | null = null
-
   const resolvedBorder = computed(() => props.border !== false)
 
   const tableClass = computed(() => {
     const extra = attrs.class
-    return ['list-table', { 'is-excel-copy': excelMode.value }, extra]
+    return ['list-table', extra]
   })
 
   const tableAttrs = computed(() => {
@@ -157,14 +148,6 @@
     }))
   }
 
-  function copyableColumns(): ListExcelColumn[] {
-    return readColumns().filter((col) => col.id && isCopyableColumn(col))
-  }
-
-  function indexColumn(): ListExcelColumn | undefined {
-    return readColumns().find((col) => col.id && isRowSelectorColumn(col))
-  }
-
   function tableRoot(): HTMLElement | null {
     const el = tableRef.value?.$el as HTMLElement | undefined
     return el ?? null
@@ -176,254 +159,45 @@
     return Array.from(root.querySelectorAll('.el-table__body-wrapper tbody > tr.el-table__row'))
   }
 
-  function columnFromCell(cell: HTMLElement): ListExcelColumn | undefined {
+  /** 当前可见列 + 当前页行文本，供 Excel 只读弹层使用 */
+  function getExcelSnapshot(): ListExcelSnapshot {
+    if (!props.excelCopy) return { headers: [], rows: [] }
     const columns = readColumns()
-    const matched = columns.find((col) => col.id && cell.classList.contains(col.id))
-    if (matched) return matched
-    const row = cell.parentElement
-    if (!row) return undefined
-    const cells = Array.from(row.children).filter(
-      (el): el is HTMLTableCellElement => el instanceof HTMLTableCellElement
+    const copyable = columns.filter((col) => col.id && isCopyableColumn(col))
+    const rows = bodyRows()
+    const rowValues = rows.map((row) =>
+      copyable.map((col) => {
+        const td = row.querySelector(`td.${CSS.escape(col.id)}`)
+        return td?.textContent ?? ''
+      })
     )
-    const visualIndex = cells.indexOf(cell as HTMLTableCellElement)
-    return visualIndex >= 0 ? columns[visualIndex] : undefined
+    // rowValues 已按可复制列对齐，传入过滤后的 columns
+    return buildExcelSnapshot({ columns: copyable, rowValues })
   }
 
-  function paintExcelSelection() {
+  function bindSnapshotApi() {
     const root = tableRoot()
     if (!root) return
-    root.querySelectorAll('.is-excel-col, .is-excel-rowhead, .is-excel-cell').forEach((el) => {
-      el.classList.remove('is-excel-col', 'is-excel-rowhead', 'is-excel-cell')
-    })
-    if (!excelMode.value) return
-
-    const columns = copyableColumns()
-    const rows = bodyRows()
-    const axes = resolveCopyAxes({
-      selectedCols: [...selectedCols.value],
-      selectedRows: [...selectedRows.value],
-      columnCount: columns.length,
-      rowCount: rows.length
-    })
-    const indexCol = indexColumn()
-
-    selectedCols.value.forEach((index) => {
-      const col = columns[index]
-      if (!col) return
-      root.querySelectorAll(`th.${CSS.escape(col.id)}`).forEach((el) => {
-        el.classList.add('is-excel-col')
-      })
-    })
-    const bodies = root.querySelectorAll(
-      '.el-table__body-wrapper tbody, .el-table__fixed-body-wrapper tbody'
-    )
-    if (indexCol) {
-      selectedRows.value.forEach((index) => {
-        bodies.forEach((tbody) => {
-          const row = tbody.querySelectorAll(':scope > tr.el-table__row')[index]
-          row?.querySelector(`td.${CSS.escape(indexCol.id)}`)?.classList.add('is-excel-rowhead')
-        })
-      })
-    }
-    if (!axes) return
-    axes.rows.forEach((rowIndex) => {
-      axes.cols.forEach((colIndex) => {
-        const col = columns[colIndex]
-        if (!col) return
-        bodies.forEach((tbody) => {
-          const row = tbody.querySelectorAll(':scope > tr.el-table__row')[rowIndex]
-          row?.querySelector(`td.${CSS.escape(col.id)}`)?.classList.add('is-excel-cell')
-        })
-      })
-    })
+    ;(root as HTMLElement & { __sxGetExcelSnapshot?: () => ListExcelSnapshot }).__sxGetExcelSnapshot =
+      getExcelSnapshot
   }
 
-  function clearExcelSelection() {
-    selectedCols.value = new Set()
-    selectedRows.value = new Set()
-    colAnchor = null
-    rowAnchor = null
-    paintExcelSelection()
-  }
-
-  function setExcelMode(next: boolean) {
-    // excelCopy 已关闭时拒绝进入；仍允许关掉，否则 prop 变 false 后无法退出。
-    if (!props.excelCopy && next) return
-    excelMode.value = next
-    if (!next) clearExcelSelection()
-    else paintExcelSelection()
-    tableRoot()?.dispatchEvent(
-      new CustomEvent('sx-list-excel-state', {
-        bubbles: true,
-        detail: { active: excelMode.value }
-      })
-    )
-  }
-
-  function clickedRowIndex(row: HTMLTableRowElement): number {
-    const rows = bodyRows()
-    const direct = rows.indexOf(row)
-    if (direct >= 0) return direct
-    const tbody = row.parentElement
-    if (!tbody) return -1
-    const index = Array.from(tbody.querySelectorAll(':scope > tr.el-table__row')).indexOf(row)
-    if (index < 0 || index >= rows.length) return -1
-    return index
-  }
-
-  function keepCopyFocus() {
+  function unbindSnapshotApi() {
     const root = tableRoot()
     if (!root) return
-    const panel = root.closest('.panel')
-    const active = document.activeElement
-    if (panel && active instanceof Node && panel.contains(active)) return
-    if (!root.hasAttribute('tabindex')) root.setAttribute('tabindex', '-1')
-    root.focus({ preventScroll: true })
-  }
-
-  function onTableClick(event: MouseEvent) {
-    if (!excelMode.value || !props.excelCopy) return
-    const target = event.target as HTMLElement | null
-    if (!target) return
-    const header = target.closest('th')
-    const cell = target.closest('td')
-    if (header) {
-      event.preventDefault()
-      event.stopPropagation()
-      const columns = copyableColumns()
-      const index = columns.findIndex((col) => header.classList.contains(col.id))
-      if (index < 0) {
-        keepCopyFocus()
-        return
-      }
-      const result = toggleAxis(selectedCols.value, index, event.shiftKey, colAnchor)
-      selectedCols.value = result.selected
-      colAnchor = result.anchor
-      paintExcelSelection()
-      keepCopyFocus()
-      return
-    }
-    if (!cell) return
-    event.preventDefault()
-    event.stopPropagation()
-    keepCopyFocus()
-    const row = cell.closest('tr')
-    const column = columnFromCell(cell)
-    // 序号格和数据格都选整行；勾选列、展开列、操作列不选行。
-    if (!row || !column || !(isRowSelectorColumn(column) || isCopyableColumn(column))) return
-    const rowIndex = clickedRowIndex(row)
-    if (rowIndex < 0) return
-    const result = toggleAxis(selectedRows.value, rowIndex, event.shiftKey, rowAnchor)
-    selectedRows.value = result.selected
-    rowAnchor = result.anchor
-    paintExcelSelection()
-  }
-
-  function onTableDblClick(event: MouseEvent) {
-    if (!excelMode.value || !props.excelCopy) return
-    const target = event.target as HTMLElement | null
-    if (!target?.closest('td, th')) return
-    event.preventDefault()
-    event.stopPropagation()
-  }
-
-  function currentTsv(): string {
-    const columns = copyableColumns()
-    const rows = bodyRows()
-    const axes = resolveCopyAxes({
-      selectedCols: [...selectedCols.value],
-      selectedRows: [...selectedRows.value],
-      columnCount: columns.length,
-      rowCount: rows.length
-    })
-    if (!axes) return ''
-    const headers = axes.cols.map((index) => columns[index]?.label ?? '')
-    const matrix = axes.rows.map((rowIndex) =>
-      axes.cols.map((colIndex) => {
-        const col = columns[colIndex]
-        const td = col ? rows[rowIndex]?.querySelector(`td.${CSS.escape(col.id)}`) : null
-        return excelCell(td?.textContent ?? '')
-      })
-    )
-    return buildExcelTsv(headers, matrix)
-  }
-
-  async function copyExcelSelection() {
-    const text = currentTsv()
-    if (!text) return
-    try {
-      await navigator.clipboard.write([
-        new ClipboardItem({ 'text/plain': new Blob([text], { type: 'text/plain' }) })
-      ])
-      ElMessage.success('已复制，到 Excel 中直接粘贴')
-    } catch {
-      const area = document.createElement('textarea')
-      area.value = text
-      area.setAttribute('readonly', 'true')
-      area.style.position = 'fixed'
-      area.style.left = '-9999px'
-      document.body.appendChild(area)
-      area.select()
-      const ok = document.execCommand('copy')
-      area.remove()
-      if (ok) ElMessage.success('已复制，到 Excel 中直接粘贴')
-      else ElMessage.warning('复制失败，请允许剪贴板权限后重试')
-    }
-  }
-
-  function isTextEntryTarget(target: EventTarget | null): boolean {
-    if (target instanceof HTMLTextAreaElement || target instanceof HTMLSelectElement) return true
-    if (target instanceof HTMLInputElement) {
-      const type = (target.getAttribute('type') || 'text').toLowerCase()
-      return type !== 'checkbox' && type !== 'radio'
-    }
-    return target instanceof HTMLElement && target.isContentEditable
-  }
-
-  function onKeydown(event: KeyboardEvent) {
-    if (!excelMode.value || !props.excelCopy) return
-    if (isTextEntryTarget(event.target)) return
-    const root = tableRoot()
-    const panel = root?.closest('.panel')
-    const target = event.target as Node | null
-    if (panel && target && !panel.contains(target)) return
-    if ((event.metaKey || event.ctrlKey) && event.key.toLowerCase() === 'c') {
-      if (!currentTsv()) return
-      event.preventDefault()
-      void copyExcelSelection()
-    }
-    if (event.key === 'Escape') clearExcelSelection()
-  }
-
-  function onExcelToggle() {
-    setExcelMode(!excelMode.value)
-  }
-
-  function bindExcelEvents() {
-    const root = tableRoot()
-    root?.addEventListener('click', onTableClick, true)
-    root?.addEventListener('dblclick', onTableDblClick, true)
-    root?.addEventListener('sx-list-excel-toggle', onExcelToggle)
-    document.addEventListener('keydown', onKeydown)
-  }
-
-  function unbindExcelEvents() {
-    const root = tableRoot()
-    root?.removeEventListener('click', onTableClick, true)
-    root?.removeEventListener('dblclick', onTableDblClick, true)
-    root?.removeEventListener('sx-list-excel-toggle', onExcelToggle)
-    document.removeEventListener('keydown', onKeydown)
+    delete (root as HTMLElement & { __sxGetExcelSnapshot?: () => ListExcelSnapshot })
+      .__sxGetExcelSnapshot
   }
 
   onMounted(() => {
     scheduleApply()
-    // 首屏列尚未完全注册时再补一次
     mountApplyTimer = setTimeout(() => scheduleApply(), 100)
-    bindExcelEvents()
+    bindSnapshotApi()
   })
 
   onBeforeUnmount(() => {
-    unbindExcelEvents()
+    unbindSnapshotApi()
+    clearApplyTimers()
   })
 
   onDeactivated(() => {
@@ -432,13 +206,13 @@
 
   onActivated(() => {
     scheduleApply()
+    bindSnapshotApi()
   })
 
   watch(
     () => (attrs as any).data,
     () => {
       scheduleApply()
-      if (excelMode.value) clearExcelSelection()
     },
     { deep: false }
   )
@@ -448,7 +222,6 @@
     () => scheduleApply()
   )
 
-  // 列显隐导致列数量变化时写回（避免在 drag 过程中用 onUpdated 反复 apply）
   watch(
     () => {
       const cols = tableRef.value?.store?.states?.columns
@@ -456,24 +229,6 @@
     },
     () => {
       scheduleApply()
-      if (excelMode.value) clearExcelSelection()
-    }
-  )
-
-  watch(
-    () =>
-      readColumns()
-        .map((col) => col.id)
-        .join('|'),
-    () => {
-      if (excelMode.value) clearExcelSelection()
-    }
-  )
-
-  watch(
-    () => props.excelCopy,
-    (enabled) => {
-      if (!enabled) setExcelMode(false)
     }
   )
 
@@ -495,13 +250,19 @@
             resetWidths()
           }
         }
+        if (prop === 'getExcelSnapshot') return getExcelSnapshot
         const table = tableRef.value
         if (!table) return undefined
         const value = table[prop as keyof typeof table]
         return typeof value === 'function' ? value.bind(table) : value
       },
       has(_target, prop) {
-        if (prop === 'elTableRef' || prop === 'applyColumnWidths' || prop === 'resetColumnWidths') {
+        if (
+          prop === 'elTableRef' ||
+          prop === 'applyColumnWidths' ||
+          prop === 'resetColumnWidths' ||
+          prop === 'getExcelSnapshot'
+        ) {
           return true
         }
         const table = tableRef.value

web-admin/src/components/business/list-toolbar-end-actions/index.vue

@@ -1,17 +1,11 @@
-<!-- 列表工具栏右侧：刷新 + 列显隐（勾选持久化由 usePersistedListColumns 负责） -->
+<!-- 列表工具栏右侧：Excel 查看 + 刷新 + 列显隐（勾选持久化由 usePersistedListColumns 负责） -->
 <template>
   <div ref="rootEl" class="list-toolbar-end">
-    <el-tooltip
-      v-if="showExcelCopy"
-      :content="excelActive ? '退出 Excel 复制' : 'Excel 复制'"
-      placement="top"
-    >
+    <el-tooltip v-if="showExcelCopy" content="Excel 查看" placement="top">
       <el-button
         class="list-toolbar-end-btn"
-        :class="{ 'is-excel-active': excelActive }"
-        :aria-pressed="excelActive"
-        aria-label="Excel 复制"
-        @click="toggleExcelCopy"
+        aria-label="Excel 查看"
+        @click="openExcelViewer"
       >
         <svg class="list-excel-icon" viewBox="0 0 16 16" aria-hidden="true">
           <rect
@@ -89,13 +83,25 @@
         </el-scrollbar>
       </div>
     </el-popover>
+
+    <ListExcelViewerDialog
+      v-if="excelSnapshot"
+      v-model="excelViewerVisible"
+      :snapshot="excelSnapshot"
+    />
   </div>
 </template>
 
 <script setup lang="ts">
-  import { computed, nextTick, onBeforeUnmount, onMounted, ref } from 'vue'
+  import { computed, defineAsyncComponent, ref } from 'vue'
+  import { ElMessage } from 'element-plus'
   import { Refresh, Setting } from '@element-plus/icons-vue'
   import type { ListColumnDef } from '@/composables/usePersistedListColumns'
+  import type { ListExcelSnapshot } from '@/utils/list-excel-copy'
+
+  const ListExcelViewerDialog = defineAsyncComponent(
+    () => import('@/components/business/list-excel-viewer-dialog/index.vue')
+  )
 
   defineOptions({ name: 'ListToolbarEndActions' })
 
@@ -154,46 +160,28 @@
     emit('resetColumns')
   }
 
-  const excelActive = ref(false)
   const rootEl = ref<HTMLElement | null>(null)
-  let panelEl: HTMLElement | null = null
+  const excelViewerVisible = ref(false)
+  const excelSnapshot = ref<ListExcelSnapshot | null>(null)
 
-  function controlledTable(): HTMLElement | null {
+  type ExcelTableEl = HTMLElement & { __sxGetExcelSnapshot?: () => ListExcelSnapshot }
+
+  function controlledTable(): ExcelTableEl | null {
     const panel = rootEl.value?.closest('.panel')
     const table = panel?.querySelector('[data-list-excel-copy="on"]')
-    return table instanceof HTMLElement ? table : null
+    return table instanceof HTMLElement ? (table as ExcelTableEl) : null
   }
 
-  function toggleExcelCopy() {
-    controlledTable()?.dispatchEvent(new CustomEvent('sx-list-excel-toggle'))
-  }
-
-  function onExcelState(event: Event) {
-    const custom = event as CustomEvent<{ active?: boolean }>
-    if (event.target !== controlledTable()) return
-    excelActive.value = !!custom.detail?.active
-  }
-
-  function attachExcelStateListener() {
-    const panel = rootEl.value?.closest('.panel')
-    if (!(panel instanceof HTMLElement)) return false
-    panel.addEventListener('sx-list-excel-state', onExcelState, true)
-    panelEl = panel
-    return true
-  }
-
-  onMounted(() => {
-    if (!attachExcelStateListener()) {
-      nextTick(() => {
-        attachExcelStateListener()
-      })
+  function openExcelViewer() {
+    const table = controlledTable()
+    const snapshot = table?.__sxGetExcelSnapshot?.()
+    if (!snapshot || !snapshot.headers.length) {
+      ElMessage.warning('当前列表没有可查看的数据列')
+      return
     }
-  })
-
-  onBeforeUnmount(() => {
-    panelEl?.removeEventListener('sx-list-excel-state', onExcelState, true)
-    panelEl = null
-  })
+    excelSnapshot.value = snapshot
+    excelViewerVisible.value = true
+  }
 </script>
 
 <style scoped lang="scss">
@@ -227,26 +215,6 @@
       border: none !important;
       box-shadow: none;
     }
-
-    &.is-excel-active,
-    &.is-excel-active:hover,
-    &.is-excel-active:focus-visible,
-    &.is-excel-active:active {
-      color: #fff !important;
-      background: var(--mint-primary) !important;
-      border: none !important;
-      box-shadow:
-        0 0 0 2px #fff,
-        0 0 0 4px var(--mint-primary) !important;
-    }
-
-    &.is-excel-active:hover,
-    &.is-excel-active:focus-visible {
-      background: var(--mint-primary-dark) !important;
-      box-shadow:
-        0 0 0 2px #fff,
-        0 0 0 4px var(--mint-primary-dark) !important;
-    }
   }
 
   .list-excel-icon {
@@ -254,8 +222,4 @@
     height: 16px;
     display: block;
   }
-
-  .is-excel-active .list-excel-icon rect {
-    fill: rgba(255, 255, 255, 0.22);
-  }
 </style>

web-admin/src/components/business/pl-carrier-list-attachment-cell/index.vue

@@ -31,6 +31,13 @@
             <span v-if="item.ext" class="pl-carrier-list-attachment-cell__ext">{{ item.ext }}</span>
           </div>
         </div>
+        <el-icon
+          class="pl-carrier-list-attachment-cell__copy"
+          :title="item.isImage ? '复制图片' : '复制链接'"
+          @click.stop="handleCopy(item)"
+        >
+          <DocumentCopy />
+        </el-icon>
         <el-icon
           class="pl-carrier-list-attachment-cell__download"
           title="下载"
@@ -50,7 +57,7 @@
 
 <script setup lang="ts">
   import { computed } from 'vue'
-  import { Document, Download } from '@element-plus/icons-vue'
+  import { Document, DocumentCopy, Download } from '@element-plus/icons-vue'
   import { ElMessage } from 'element-plus'
   import type { Carrier } from '@/api/pl'
   import {
@@ -58,6 +65,10 @@
     normalizeAttachmentUrls,
     openAttachmentPreviewInNewTab
   } from '@/utils/download-attachment'
+  import {
+    copyAttachmentImageToClipboard,
+    copyTextToClipboard
+  } from '@/utils/clipboard'
   import { resolvePhotoDisplayUrl } from '@/utils/pl-photo'
 
   const props = withDefaults(
@@ -160,6 +171,26 @@
     }
   }
 
+  async function handleCopy(item: ItemDef) {
+    if (!item.url) {
+      ElMessage.warning('暂无可复制内容')
+      return
+    }
+    const file = { fileUrl: item.url, fileName: fileNameFromUrl(item.url) }
+    if (item.isImage) {
+      const ok = await copyAttachmentImageToClipboard(file, {
+        fullFileUrl: resolvePhotoDisplayUrl
+      })
+      if (ok) ElMessage.success('已复制到剪贴板')
+      else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+      return
+    }
+    const href = resolvePhotoDisplayUrl(item.url) || item.url
+    const ok = await copyTextToClipboard(href)
+    if (ok) ElMessage.success('已复制链接')
+    else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+  }
+
   const items = computed<ItemDef[]>(() => {
     const defs = [
       {
@@ -286,9 +317,9 @@
     color: #0284c7;
   }
 
-  .pl-carrier-list-attachment-cell__download {
+  .pl-carrier-list-attachment-cell__download,
+  .pl-carrier-list-attachment-cell__copy {
     position: absolute;
-    right: 2px;
     top: 2px;
     z-index: 2;
     width: 18px;
@@ -306,6 +337,14 @@
     }
   }
 
+  .pl-carrier-list-attachment-cell__download {
+    right: 2px;
+  }
+
+  .pl-carrier-list-attachment-cell__copy {
+    right: 22px;
+  }
+
   .pl-carrier-list-attachment-cell__empty-text {
     margin-bottom: 14px;
     font-size: 11px;

web-admin/src/components/business/pl-cert-list-attachment-cell/index.vue

@@ -40,6 +40,13 @@
             }}</span>
           </div>
         </div>
+        <el-icon
+          class="pl-cert-list-attachment-cell__copy"
+          :title="item.isImage ? '复制图片' : '复制链接'"
+          @click.stop="handleCopy(item)"
+        >
+          <DocumentCopy />
+        </el-icon>
         <el-icon
           class="pl-cert-list-attachment-cell__download"
           title="下载"
@@ -60,7 +67,7 @@
 
 <script setup lang="ts">
   import { computed } from 'vue'
-  import { Document, Download, Picture } from '@element-plus/icons-vue'
+  import { Document, DocumentCopy, Download, Picture } from '@element-plus/icons-vue'
   import { ElMessage } from 'element-plus'
   import type { CertRead } from '@/api/pl'
   import {
@@ -68,6 +75,10 @@
     normalizeAttachmentUrls,
     openAttachmentPreviewInNewTab
   } from '@/utils/download-attachment'
+  import {
+    copyAttachmentImageToClipboard,
+    copyTextToClipboard
+  } from '@/utils/clipboard'
   import { resolvePhotoDisplayUrl } from '@/utils/pl-photo'
   import { PL_VEHICLE_CERT_PART_TRAILER, normalizeVehicleCertPart } from '@/utils/pl-vehicle-cert'
 
@@ -181,6 +192,26 @@
     }
   }
 
+  async function handleCopy(item: ItemDef) {
+    if (!item.url) {
+      ElMessage.warning('暂无可复制内容')
+      return
+    }
+    const file = { fileUrl: item.url, fileName: fileNameFromUrl(item.url) }
+    if (item.isImage) {
+      const ok = await copyAttachmentImageToClipboard(file, {
+        fullFileUrl: resolvePhotoDisplayUrl
+      })
+      if (ok) ElMessage.success('已复制到剪贴板')
+      else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+      return
+    }
+    const href = resolvePhotoDisplayUrl(item.url) || item.url
+    const ok = await copyTextToClipboard(href)
+    if (ok) ElMessage.success('已复制链接')
+    else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+  }
+
   const items = computed<ItemDef[]>(() => {
     const certs = props.certList || []
     if (!certs.length) return []
@@ -305,9 +336,9 @@
     color: #0284c7;
   }
 
-  .pl-cert-list-attachment-cell__download {
+  .pl-cert-list-attachment-cell__download,
+  .pl-cert-list-attachment-cell__copy {
     position: absolute;
-    right: 2px;
     top: 2px;
     z-index: 2;
     width: 18px;
@@ -325,6 +356,14 @@
     }
   }
 
+  .pl-cert-list-attachment-cell__download {
+    right: 2px;
+  }
+
+  .pl-cert-list-attachment-cell__copy {
+    right: 22px;
+  }
+
   .pl-cert-list-attachment-cell__empty-text {
     margin-bottom: 14px;
     font-size: 11px;

web-admin/src/components/business/pl-plan-archive-dialog/index.vue

@@ -452,9 +452,15 @@
     resolveStopProductsForView(mapLoadFromApi(plan.value?.load).products, productRows.value)
   )
 
-  const showStopFeedback = computed(
-    () => plan.value?.transportStatus === 'arranged' && plan.value?.followStatus !== 'cancelled'
-  )
+  const showStopFeedback = computed(() => {
+    const hasStopFeedback = Boolean(
+      (transport.value?.driverStopFeedbacks || []).length ||
+        (transport.value?.siteStopFeedbacks || []).length
+    )
+    // 作废/取消单仍展示已有分段回传；无数据时仅在已安排且未取消时显示空态入口
+    if (hasStopFeedback) return true
+    return plan.value?.transportStatus === 'arranged' && plan.value?.followStatus !== 'cancelled'
+  })
 
   const summaryCarrierName = computed(
     () => transport.value?.carrierName || vehicleBundle.value?.detail?.carrierName || ''
@@ -1596,8 +1602,13 @@
 
   async function showArchiveQuotaBlockDialog(message: string, title = '不能归档') {
     const html = `<p class="pl-arrange-block-text">${escapeArchiveBlockText(message)}</p>`
-    if (title !== '用证没有完成') {
-      await ElMessageBox.alert(html, title, {
+    const pendingFulfill =
+      message.includes('待完善') || message.includes('完善并关闭') || message.includes('证书齐备待完善')
+    if (title !== '用证没有完成' || pendingFulfill) {
+      const guide = pendingFulfill
+        ? `${html}<p class="pl-arrange-block-text">新规则下证书齐备只放行安排，不能绕过归档挂证。请到「证书齐备 → 已标记待完善证书」上传证件并执行完善并关闭后再归档。</p>`
+        : html
+      await ElMessageBox.alert(guide, title, {
         type: 'warning',
         confirmButtonText: '知道了',
         dangerouslyUseHTMLString: true,
@@ -1606,7 +1617,8 @@
       }).catch(() => undefined)
       return undefined
     }
-    const readyHtml = `${html}<p class="pl-arrange-block-text">如果购买证、运输证还没上传，可以标记证书齐备。标记后这次归档不再校验，也不扣减这两证的额度。</p>`
+    // 仅旧规则（legacy）允许在归档时标记证书齐备以跳过额度
+    const readyHtml = `${html}<p class="pl-arrange-block-text">如果购买证、运输证还没上传，可以标记证书齐备。仅旧规则计划标记后这次归档不再校验、不扣这两证额度；新规则计划请走「证书齐备 → 已标记待完善证书」。</p>`
     try {
       await ElMessageBox.confirm(readyHtml, title, {
         type: 'warning',

web-admin/src/components/business/pl-plan-delivery-section/index.vue

@@ -162,6 +162,15 @@
             @update:model-value="patchDelivery(index, { notes: $event })"
           />
         </el-form-item>
+        <el-form-item label="是否同市" class="form-col-span-2">
+          <el-checkbox
+            :model-value="delivery.sameCity === 1"
+            :disabled="readonly"
+            @update:model-value="(checked) => patchDelivery(index, { sameCity: checked ? 1 : 0 })"
+          >
+            同市只需购买证
+          </el-checkbox>
+        </el-form-item>
         <el-form-item label="地磅单" class="form-col-span-2">
           <div class="pl-plan-dibang-row">
             <el-checkbox

web-admin/src/components/business/pl-plan-document-attachment-cell/index.vue

@@ -40,6 +40,13 @@
             }}</span>
           </div>
         </div>
+        <el-icon
+          class="pl-plan-document-attachment-cell__copy"
+          :title="item.isImage ? '复制图片' : '复制链接'"
+          @click.stop="handleCopy(item)"
+        >
+          <DocumentCopy />
+        </el-icon>
         <el-icon
           class="pl-plan-document-attachment-cell__download"
           title="下载"
@@ -63,7 +70,7 @@
 
 <script setup lang="ts">
   import { computed, ref } from 'vue'
-  import { Document, Download, Picture } from '@element-plus/icons-vue'
+  import { Document, DocumentCopy, Download, Picture } from '@element-plus/icons-vue'
   import { ElMessage } from 'element-plus'
   import type { PlanDocumentAttachmentItem } from '@/api/pl'
   import AttachmentPreviewDialog from '@/components/business/attachment-preview-dialog/index.vue'
@@ -71,6 +78,10 @@
     downloadAttachmentFile,
     openAttachmentPreviewInNewTab
   } from '@/utils/download-attachment'
+  import {
+    copyAttachmentImageToClipboard,
+    copyTextToClipboard
+  } from '@/utils/clipboard'
   import { resolvePhotoDisplayUrl } from '@/utils/pl-photo'
 
   const props = withDefaults(
@@ -170,6 +181,26 @@
     }
   }
 
+  async function handleCopy(item: ItemDef) {
+    if (!item.url) {
+      ElMessage.warning('暂无可复制内容')
+      return
+    }
+    const file = { fileUrl: item.url, fileName: fileNameFromUrl(item.url) }
+    if (item.isImage) {
+      const ok = await copyAttachmentImageToClipboard(file, {
+        fullFileUrl: resolvePhotoDisplayUrl
+      })
+      if (ok) ElMessage.success('已复制到剪贴板')
+      else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+      return
+    }
+    const href = resolvePhotoDisplayUrl(item.url) || item.url
+    const ok = await copyTextToClipboard(href)
+    if (ok) ElMessage.success('已复制链接')
+    else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+  }
+
   const items = computed<ItemDef[]>(() => {
     const list = props.attachments || []
     return list
@@ -260,9 +291,9 @@
     color: #64748b;
   }
 
-  .pl-plan-document-attachment-cell__download {
+  .pl-plan-document-attachment-cell__download,
+  .pl-plan-document-attachment-cell__copy {
     position: absolute;
-    right: 2px;
     top: 2px;
     z-index: 2;
     width: 18px;
@@ -281,6 +312,14 @@
     }
   }
 
+  .pl-plan-document-attachment-cell__download {
+    right: 2px;
+  }
+
+  .pl-plan-document-attachment-cell__copy {
+    right: 22px;
+  }
+
   .pl-plan-document-attachment-cell__caption {
     position: absolute;
     right: 0;

web-admin/src/components/business/pl-plan-form-dialog/index.vue

@@ -714,6 +714,7 @@
     mergePlanProductsFromLoadMirror,
     shouldRetainPlanProductsWhileLoadEmpty,
     resolveStopDibangDefaults,
+    toxicStopCertBindingMessage,
     sumStopProductsPlanQty,
     type PlanDeliveryForm,
     type PlanLoadForm,
@@ -2619,19 +2620,7 @@
   }
 
   function toxicContractCertBindingMessage(rows: QuotaSourceOption[]) {
-    const missing = new Map<string, string>()
-    for (const row of rows) {
-      if (isPlInternalCustomerName(row.partyName)) continue
-      const certificates = row.certificates || []
-      const ready =
-        certificates.some((cert) => cert.certType === 'purchase') &&
-        certificates.some((cert) => cert.certType === 'transport')
-      if (ready) continue
-      const key = row.contractId || row.contractNo || row.productName || row.sourceStopProductId
-      missing.set(key, row.contractNo || '未编号合同')
-    }
-    if (!missing.size) return ''
-    return `合同${[...missing.values()].join('、')}尚未绑定购买证和运输证，请先到合同中绑定后再安排运输`
+    return toxicStopCertBindingMessage(rows)
   }
 
   async function performArrangeAfterSave(

web-admin/src/components/business/pl-plan-list-cert-cell/index.vue

@@ -142,6 +142,17 @@
                 <el-icon :size="20"><Document /></el-icon>
               </div>
             </div>
+            <el-icon
+              class="pl-plan-list-cert-cell__copy"
+              :title="
+                isCertImageUrl(getPrimaryProductCertUrl(product, slot.key))
+                  ? '复制图片'
+                  : '复制链接'
+              "
+              @click.stop="handleCopyCert(getPrimaryProductCertUrl(product, slot.key))"
+            >
+              <DocumentCopy />
+            </el-icon>
             <el-icon
               class="pl-plan-list-cert-cell__download"
               title="下载"
@@ -167,7 +178,7 @@
 
 <script setup lang="ts">
   import { computed } from 'vue'
-  import { Document, Download, Upload } from '@element-plus/icons-vue'
+  import { Document, DocumentCopy, Download, Upload } from '@element-plus/icons-vue'
   import { ElMessage } from 'element-plus'
   import type { PlanProduct } from '@/api/pl'
   import {
@@ -183,6 +194,10 @@
     downloadAttachmentFile,
     openAttachmentPreviewInNewTab
   } from '@/utils/download-attachment'
+  import {
+    copyAttachmentImageToClipboard,
+    copyTextToClipboard
+  } from '@/utils/clipboard'
   import { resolvePhotoDisplayUrl } from '@/utils/pl-photo'
 
   const props = withDefaults(
@@ -295,6 +310,27 @@
       ElMessage.error('下载失败，请稍后重试')
     }
   }
+
+  async function handleCopyCert(url: string) {
+    const fileUrl = String(url || '').trim()
+    if (!fileUrl) {
+      ElMessage.warning('暂无可复制内容')
+      return
+    }
+    const file = { fileUrl, fileName: getCertFileName(fileUrl) || '附件' }
+    if (isCertImageUrl(fileUrl)) {
+      const ok = await copyAttachmentImageToClipboard(file, {
+        fullFileUrl: resolveCertFileUrl
+      })
+      if (ok) ElMessage.success('已复制到剪贴板')
+      else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+      return
+    }
+    const href = resolveCertFileUrl(fileUrl) || fileUrl
+    const ok = await copyTextToClipboard(href)
+    if (ok) ElMessage.success('已复制链接')
+    else ElMessage.warning('复制失败，请允许剪贴板权限或改用下载')
+  }
 </script>
 
 <style scoped lang="scss">
@@ -420,10 +456,10 @@
     pointer-events: none;
   }
 
-  .pl-plan-list-cert-cell__download {
+  .pl-plan-list-cert-cell__download,
+  .pl-plan-list-cert-cell__copy {
     position: absolute;
     top: 2px;
-    right: 2px;
     z-index: 2;
     width: 18px;
     height: 18px;
@@ -440,6 +476,14 @@
     }
   }
 
+  .pl-plan-list-cert-cell__download {
+    right: 2px;
+  }
+
+  .pl-plan-list-cert-cell__copy {
+    right: 22px;
+  }
+
   .pl-plan-list-cert-cell__cert-caption {
     position: absolute;
     right: 0;

web-admin/src/components/business/pl-plan-load-section/index.vue

@@ -110,6 +110,15 @@
           @update:model-value="patch({ notes: $event })"
         />
       </el-form-item>
+      <el-form-item label="是否同市" class="form-col-span-2">
+        <el-checkbox
+          :model-value="modelValue.sameCity === 1"
+          :disabled="readonly"
+          @update:model-value="patch({ sameCity: $event ? 1 : 0 })"
+        >
+          同市只需购买证
+        </el-checkbox>
+      </el-form-item>
       <el-form-item label="地磅单" class="form-col-span-2">
         <div class="pl-plan-dibang-row">
           <el-checkbox

web-admin/src/components/business/pl-plan-quota-dialog/index.vue

@@ -17,7 +17,14 @@
           <span>当前车号</span>
           <strong>{{ plan.licensePlate || '待安排' }}</strong>
         </div>
-        <p v-if="viewOnly && plan.canSaveConfiguration === false" class="quota-note"
+        <p
+          v-if="viewOnly && plan.certQuotaRuleVersion === 'customer_category'"
+          class="quota-note"
+          >新规则计划由系统按客户+品类自动选证，本页仅查看占用；安排不提供手工选证。</p
+        >
+        <p
+          v-else-if="viewOnly && plan.canSaveConfiguration === false"
+          class="quota-note"
           >已安排计划请从调整运输提交用证变更；已归档计划仅查看占用。</p
         >
         <template v-if="viewOnly">
@@ -78,7 +85,15 @@
           <section v-if="faceTabs.length" class="quota-face">
             <h3 class="dialog-section-title">关联证件证面</h3>
             <el-tabs v-model="faceTab" class="quota-face-tabs">
-              <el-tab-pane v-for="tab in faceTabs" :key="tab.key" :label="tab.label" :name="tab.key">
+              <el-tab-pane v-for="tab in faceTabs" :key="tab.key" :name="tab.key">
+                <template #label>
+                  <span class="quota-kind-line">
+                    <el-tag size="small" :type="certKindTagType(tab.kind)">{{
+                      certKindLabel(tab.kind)
+                    }}</el-tag>
+                    <span>{{ tab.certNo }}</span>
+                  </span>
+                </template>
                 <p v-if="!tab.cert" class="quota-note">没有读到这张证的证面档案。</p>
                 <template v-else>
                   <section
@@ -90,7 +105,7 @@
                     <ViewKvTable :fields="group.fields" mode="dual" />
                   </section>
                   <section v-if="tab.kind === 'transport'" class="quota-face-group">
-                    <h4>证面引用</h4>
+                    <h4>关联购买证</h4>
                     <el-table
                       v-if="tab.cert.purchaseRefs?.length"
                       :data="tab.cert.purchaseRefs"
@@ -110,7 +125,7 @@
                         }}</template>
                       </el-table-column>
                     </el-table>
-                    <p v-else class="quota-note">没有证面引用。</p>
+                    <p v-else class="quota-note">没有关联购买证。</p>
                   </section>
                   <section v-if="tab.cert.attachmentUrls" class="quota-face-group">
                     <h4>证件附件</h4>
@@ -209,12 +224,9 @@
             <div class="conversion-grid">
               <section v-for="row in group.rows" :key="conversionKey(row)" class="conversion-card">
                 <div class="conversion-card-head">
-                  <el-tag
-                    size="small"
-                    effect="plain"
-                    :type="row.cert.certType === 'purchase' ? 'success' : 'primary'"
-                    >{{ row.cert.certType === 'purchase' ? '购买证' : '运输证' }}</el-tag
-                  >
+                  <el-tag size="small" :type="certKindTagType(row.cert.certType)">{{
+                    certKindLabel(row.cert.certType)
+                  }}</el-tag>
                   <strong>{{ row.cert.certNo }}</strong>
                 </div>
                 <label>换算系数</label>
@@ -286,7 +298,12 @@
               >
             </div>
             <div v-for="item in selected" :key="item.kind + item.cert.id" class="view-section">
-              <h4>{{ item.kind === 'purchase' ? '购买证' : '运输证' }} · {{ item.cert.certNo }}</h4>
+              <h4 class="quota-kind-line">
+                <el-tag size="small" :type="certKindTagType(item.kind)">{{
+                  certKindLabel(item.kind)
+                }}</el-tag>
+                <span>{{ item.cert.certNo }}</span>
+              </h4>
               <p
                 >{{ item.cert.buyerName || item.cert.shipperName }} →
                 {{ item.cert.sellerName || item.cert.consigneeName }}；有效期
@@ -393,10 +410,12 @@
               :key="row.certType + row.unit"
               class="view-section"
             >
-              <strong
-                >{{ row.certType === 'purchase' ? '购买证' : '运输证' }} · 需求
-                {{ qtyText(row.demand) }} {{ unitText(row.unit) }}</strong
-              >
+              <div class="quota-kind-line">
+                <el-tag size="small" :type="certKindTagType(row.certType)">{{
+                  certKindLabel(row.certType)
+                }}</el-tag>
+                <strong>需求 {{ qtyText(row.demand) }} {{ unitText(row.unit) }}</strong>
+              </div>
               <p v-if="row.availableUpperBound !== null">
                 适用余额至多 {{ qtyText(row.availableUpperBound) }}
                 {{ unitText(row.unit) }}；缺口至少 {{ qtyText(row.gapLowerBound) }}
@@ -408,7 +427,13 @@
               }}</p>
             </div>
             <el-table :data="allocations" stripe
-              ><el-table-column prop="kind" label="证种" min-width="90" /><el-table-column
+              ><el-table-column label="证种" min-width="110"
+                ><template #default="{ row }"
+                  ><el-tag size="small" :type="row.kind === '运输证' ? 'warning' : 'success'">{{
+                    row.kind
+                  }}</el-tag></template
+                ></el-table-column
+              ><el-table-column
                 prop="certNo"
                 label="证号"
                 min-width="160" /><el-table-column
@@ -493,6 +518,7 @@
   import { useUserStore } from '@/store/modules/user'
   import { useDictStore } from '@/store/modules/dict'
   import { getProductUnitLabel } from '@/utils/crm-product-display'
+  import { certKindLabel, certKindTagType } from '@/views/pl/quota-cert/cert-list-face'
   import ViewKvTable from '@/components/business/system-view-dialog/ViewKvTable.vue'
   import type { ViewField } from '@/components/business/system-view-dialog/types'
   import AttachmentUploadField from '@/components/business/attachment-upload-field/index.vue'
@@ -631,7 +657,7 @@
         kind,
         cert,
         certNo: number,
-        label: `${kind === 'purchase' ? '购买证' : '运输证'} ${number}`
+        label: `${certKindLabel(kind)} ${number}`
       })
     }
     for (const row of plan.value?.stopProducts || []) {
@@ -731,13 +757,33 @@
     return !label || label === '—' ? '' : label
   }
   function boundCerts(row: QuotaSourceOption) {
-    return (
+    const fromStop =
       plan.value?.stopProducts?.find(
         (item) =>
           item.sourceStopType === row.sourceStopType &&
           item.sourceStopProductId === row.sourceStopProductId
       )?.certificates || []
-    )
+    if (fromStop.length) return fromStop
+    const sourceId = `${row.sourceStopType}:${row.sourceStopProductId}`
+    const fromUsage: { certType: CertType; certId: string; certNo: string; quantityUnit: string }[] =
+      []
+    for (const usage of plan.value?.usages || []) {
+      const kind = String(usage.certType || '') as CertType
+      if (kind !== 'purchase' && kind !== 'transport') continue
+      const items = Array.isArray(usage.items) ? usage.items : []
+      const hit = items.some((item: Record<string, unknown>) => {
+        const typed = `${String(item.sourceStopType || '')}:${String(item.sourceStopProductId || '')}`
+        return String(item.sourceId || '') === sourceId || typed === sourceId
+      })
+      if (!hit) continue
+      fromUsage.push({
+        certType: kind,
+        certId: String(usage.certId || ''),
+        certNo: String(usage.certNoSnapshot || ''),
+        quantityUnit: String(usage.quantityUnit || '')
+      })
+    }
+    return fromUsage
   }
   function certsOf(row: QuotaSourceOption, kind: CertType) {
     return boundCerts(row).filter((cert) => cert.certType === kind)
@@ -1059,6 +1105,14 @@
   })
 </script>
 <style scoped>
+  .quota-kind-line {
+    display: inline-flex;
+    gap: 8px;
+    align-items: center;
+    justify-content: flex-start;
+    max-width: 100%;
+  }
+
   .quota-dialog :deep(.el-select) {
     width: 100%;
   }