fix(pl): 证件额度切点改为按首次安排时间并冻结版本。

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

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

backend/app/api/pl/plan.py

@@ -2206,6 +2206,7 @@ def create_plan(
         create_by=user.id,
         create_dept_id=user.dept_id,
     )
+    # 证件额度规则版本在首次安排时按生效时间打标，创建不打标。
     db.add(plan)
 
     # 添加产品明细
@@ -2377,6 +2378,7 @@ def create_plan_full(
         create_by=user.id,
         create_dept_id=user.dept_id,
     )
+    # 证件额度规则版本在首次安排时按生效时间打标，创建不打标。
     db.add(plan)
     db.flush()
 
@@ -2527,6 +2529,7 @@ def create_from_contract(
         create_by=user.id,
         create_dept_id=user.dept_id,
     )
+    # 证件额度规则版本在首次安排时按生效时间打标，创建不打标。
     db.add(plan)
 
     # 查询合同产品明细
@@ -3801,7 +3804,7 @@ def archive_plan(
     db.flush()
     result = get_plan(id, db, user)
     if not quota_settled:
-        result.quota_settlement_error = read_quota_settlement_error(db, tenant_no, plan.id)
+        result.quota_settlement_error = read_quota_settlement_error(db, tenant_no, plan.id, plan=plan)
     return result
 
 

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)):
@@ -226,6 +320,23 @@ def contract_statistics_list(keyword: str = Query('', max_length=200),
         cert_count=cert_count, cert_count_min=cert_count_min, cert_count_max=cert_count_max))
 
 
+@router.get('/statistics/customers')
+def customer_statistics_list(keyword: str = Query('', max_length=200),
+                             customer_no: str = Query('', alias='customerNo', max_length=200),
+                             customer_name: str = Query('', alias='customerName', max_length=200),
+                             cert_count_op: str = Query('', alias='certCountOp', max_length=20),
+                             cert_count: str = Query('', alias='certCount', max_length=40),
+                             cert_count_min: str = Query('', alias='certCountMin', max_length=40),
+                             cert_count_max: str = Query('', alias='certCountMax', max_length=40),
+                             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)):
+    return _wire(statistics.list_customers(
+        db, user, keyword=keyword, page=page, page_size=page_size, customer_no=customer_no,
+        customer_name=customer_name, cert_count_op=cert_count_op, cert_count=cert_count,
+        cert_count_min=cert_count_min, cert_count_max=cert_count_max))
+
+
 @router.get('/statistics/certificates')
 def certificate_statistics_list(keyword: str = Query('', max_length=200),
                                 cert_no: str = Query('', alias='certNo', max_length=200),
@@ -284,6 +395,12 @@ def contract_statistics(contract_id: str, db: Session = Depends(get_db),
     return _wire(statistics.contract_statistics(db, user, contract_id))
 
 
+@router.get('/customers/{customer_id}/statistics')
+def customer_statistics(customer_id: str, db: Session = Depends(get_db),
+                        user: DbUserContext = Depends(current_user)):
+    return _wire(statistics.customer_statistics(db, user, customer_id))
+
+
 @router.get('/{cert_type}/{cert_id}/statistics')
 def certificate_statistics(cert_type: CertType, cert_id: str, db: Session = Depends(get_db),
                            user: DbUserContext = Depends(current_user)):
@@ -292,8 +409,9 @@ def certificate_statistics(cert_type: CertType, cert_id: str, db: Session = Depe
 
 @router.get('/{cert_type}')
 def list_certs(cert_type: CertType, keyword: Optional[str] = None, status: Optional[str] = None,
+               customer_id: Optional[str] = Query(None, alias='customerId', max_length=64),
                db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):
-    return _wire(certs.list_certs(db, user, cert_type, keyword, status))
+    return _wire(certs.list_certs(db, user, cert_type, keyword, status, customer_id=customer_id))
 
 
 @router.post('/{cert_type}/recognize', dependencies=[Depends(require_menu_code('pl:quota-cert:edit'))])

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)
 
@@ -886,7 +888,10 @@ def arrange_transport(
         )
         apply_resource_snapshot_json(plan=plan, transport=transport, snapshot=snapshot)
     from app.services.pl_quota_planning import pin_measurement_version
+    from app.services.pl_cert_quota_rule_config_service import stamp_plan_rule_on_arrange
     pin_measurement_version(db, user, plan)
+    # 首次安排按生效时间打标并冻结；改派不重打。
+    stamp_plan_rule_on_arrange(db, user, plan)
     plan.transport_status = "arranged"
     plan.follow_status = "arranged"
     plan.freight_amount = freight_amount or 0
@@ -1302,11 +1307,13 @@ def process_approval(
                 transport.carrier_name = vehicle_info['carrier_name']
                 snapshot = build_transport_resource_snapshot(db, tenant_no, transport.vehicle_id,
                     selected_driver_id=transport.driver_id, selected_escort_id=transport.escort_id)
+                from app.services.pl_cert_quota_rule_config_service import stamp_plan_rule_on_arrange
                 for plan in plans:
                     assert_pl_row_in_scope(db, plan, PlPlan, user, tenant_no)
                     plan.vehicle_id = transport.vehicle_id
                     plan.license_plate = transport.license_plate
                     apply_resource_snapshot_json(plan=plan, transport=transport, snapshot=snapshot)
+                    stamp_plan_rule_on_arrange(db, user, plan)
                     apply_plan_quota(db, user, plan, "reserve", payload)
                     plan.transport_status = "arranged"
                     plan.follow_status = "arranged"

backend/app/models/pl_models.py

@@ -366,10 +366,13 @@ 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；首次安排时打标并冻结")
+    cert_quota_arranged_at = Column(DateTime, nullable=True, comment="首次安排时间（证件额度切点用）；再次安排不改")
+    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")

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/pl/plan.py

@@ -413,10 +413,13 @@ 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；首次安排打标")
+    cert_quota_arranged_at: Optional[datetime] = Field(default=None, alias="certQuotaArrangedAt", description="首次安排时间（证件额度切点）")
+    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/services/pl_cert_category_service.py

@@ -0,0 +1,232 @@
+"""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 []')
+        # uk_cert_category_product 不含 del_flag，软删行仍占唯一键；无 id 再加须复用。
+        all_links = (
+            db.query(PlCertCategoryProduct)
+            .filter_by(tenant_no=user.tenant_no, category_id=row.id)
+            .with_for_update()
+            .populate_existing()
+            .all()
+        )
+        existing = {r.id: r for r in all_links if r.del_flag == 0}
+        by_product = {r.product_id: r for r in all_links}
+        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')
+                if pid != link.product_id:
+                    conflict = by_product.get(pid)
+                    if conflict is not None and conflict.id != link.id:
+                        if conflict.del_flag == 0:
+                            raise HTTPException(400, '同一品类不能重复关联同一产品')
+                        # 目标 product_id 被软删行占用：恢复该行并软删当前行
+                        conflict.del_flag = 0
+                        conflict.scope_status = scope
+                        conflict.update_by = user.id
+                        link.del_flag = 1
+                        link.update_by = user.id
+                        seen.add(conflict.id)
+                        continue
+                    if by_product.get(link.product_id) is link:
+                        del by_product[link.product_id]
+                    link.product_id = pid
+                    by_product[pid] = link
+                seen.add(rid)
+                link.scope_status = scope
+                link.update_by = user.id
+            else:
+                # 关联表业务键 (category_id, product_id)：复用有效或软删行，避免 uk 冲突
+                link = by_product.get(pid)
+                if link is not None:
+                    if link.del_flag == 0:
+                        seen.add(link.id)
+                    link.del_flag = 0
+                    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)
+                    by_product[pid] = link
+        for rid, link in existing.items():
+            if rid not in seen and link.del_flag == 0:
+                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 +1,134 @@
+"""客户品类额度规则切点：按首次安排时间打标；切点前已安排归档跳过校证。"""
+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_arrange(
+    db: Session, tenant_no: str, arrange_time: Optional[datetime] = None
+) -> str:
+    """首次安排时打标：安排时刻 >= 生效时间 → 新规则，否则祖父 legacy。"""
+    effective_at = get_effective_at(db, tenant_no)
+    when = arrange_time or datetime.now()
+    if effective_at is not None and when >= effective_at:
+        return VERSION_CUSTOMER_CATEGORY
+    return VERSION_LEGACY
+
+
+# 兼容旧测试/调用名；语义已改为安排时刻。
+resolve_rule_version_for_create = resolve_rule_version_for_arrange
+
+
+def stamp_plan_rule_on_arrange(
+    db: Session, user, plan, *, arrange_time: Optional[datetime] = None
+) -> str:
+    """首次安排写入版本与安排时刻；再次安排冻结，不改版本。"""
+    if getattr(plan, 'cert_quota_arranged_at', None) is not None:
+        return getattr(plan, 'cert_quota_rule_version', None) or VERSION_LEGACY
+    when = arrange_time or datetime.now()
+    version = resolve_rule_version_for_arrange(db, user.tenant_no, when)
+    plan.cert_quota_arranged_at = when
+    plan.cert_quota_rule_version = version
+    return version
+
+
+def stamp_plan_rule_version(db: Session, user, plan) -> str:
+    """兼容旧名：等价于首次安排打标（创建路径不应再调用）。"""
+    return stamp_plan_rule_on_arrange(db, user, plan)
+
+
+def plan_uses_customer_category(plan) -> bool:
+    return (getattr(plan, 'cert_quota_rule_version', None) or VERSION_LEGACY) == VERSION_CUSTOMER_CATEGORY
+
+
+def infer_arranged_at(db: Session, plan) -> Optional[datetime]:
+    """历史缺字段时用关联运输单创建时间推断首次安排。"""
+    stamped = getattr(plan, 'cert_quota_arranged_at', None)
+    if stamped is not None:
+        return stamped
+    transport_id = getattr(plan, 'transport_id', None)
+    tenant_no = getattr(plan, 'tenant_no', None)
+    if not transport_id or not tenant_no or db is None:
+        return None
+    from app.models.pl_models import PlTransport
+
+    transport = (
+        db.query(PlTransport)
+        .filter_by(id=transport_id, tenant_no=tenant_no, del_flag=0)
+        .first()
+    )
+    return getattr(transport, 'create_time', None) if transport else None
+
+
+def plan_skips_archive_cert_quota(plan, db: Session = None, tenant_no: str = None) -> bool:
+    """首次安排早于生效时间则归档跳过校证。
+
+    优先比较安排时刻与生效时间；若无生效配置或无法得到安排时刻，则不因空版本自动跳过
+   （避免误伤仍走合同绑证结转的历史路径；迁移/安排打标会补齐 arranged_at）。
+    """
+    tn = tenant_no or getattr(plan, 'tenant_no', None)
+    arranged_at = getattr(plan, 'cert_quota_arranged_at', None)
+    if arranged_at is None and db is not None:
+        arranged_at = infer_arranged_at(db, plan)
+    if arranged_at is None:
+        return False
+    if db is not None and tn:
+        effective_at = get_effective_at(db, tn)
+        if effective_at is not None:
+            return arranged_at < effective_at
+    # 已记录首次安排且版本为 legacy（安排时未达生效点）→ 跳过
+    return not plan_uses_customer_category(plan)

backend/app/services/pl_plan_service.py

@@ -1166,7 +1166,9 @@ def create_transport_for_plan(
         escort_id=escort_id,
     )
     from app.services.pl_quota_planning import pin_measurement_version
+    from app.services.pl_cert_quota_rule_config_service import stamp_plan_rule_on_arrange
     pin_measurement_version(db, user, plan)
+    stamp_plan_rule_on_arrange(db, user, plan)
     plan.transport_status = "arranged"
     plan.follow_status = "arranged"
     plan.freight_amount = freight_amount or 0

backend/app/services/pl_quota_allocation.py

@@ -337,7 +337,11 @@ def settle_allocations(reserved: Sequence[Allocation], actual_by_source: Mapping
 
     异单位来源须逐行重新确认全部实际量（含零量行），不按预占比例推算。
     超来源量或超任一证件预占量均要求先补充分配。
+    同市等仅购买证场景下，调用方仍可能对本函数传入空的运输证分组与全量实运量；
+    无预占行时直接空结转，不把「缺实际量」套到另一类证件上。
     """
+    if not reserved:
+        return ()
     keys, seqs, grouped = set(), set(), {}
     kinds = {r.permit_kind for r in reserved}
     if len(kinds) > 1 or kinds - {'purchase', 'transport'}:

backend/app/services/pl_quota_business.py

@@ -120,10 +120,31 @@ 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_skips_archive_cert_quota,
+        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。
+    # 切点前首次安排：归档/实调不校证件（无需齐备）；齐备仍可跳过安排预占。
+    skip_actions = ('reserve', 'resize')
+    if not plan_uses_customer_category(plan):
+        skip_actions = ('reserve', 'resize', 'settle', 'actual_adjust')
+    grandfather_archive_skip = (
+        action in ('settle', 'actual_adjust')
+        and plan_skips_archive_cert_quota(plan, db, getattr(user, 'tenant_no', None))
+    )
+    if grandfather_archive_skip:
+        return {'operationId': ledger_id, 'usageIds': [], 'waived': True, 'skippedCertQuota': True}
+    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,
     )
@@ -159,26 +180,40 @@ def settle_plan_quota(db, user, plan, payload, *, adjustment=False):
     except ArchiveQuotaBlocked as exc:
         raise HTTPException(409, str(exc)) from exc
     except (HTTPException, ValueError, AllocationIncomplete) as exc:
+        message = str(getattr(exc, 'detail', exc))
+        # 无用量行（如证书齐备仅放行安排）时仍保留原因，供同请求读回。
+        setattr(plan, '_quota_settlement_error', message)
         rows = db.query(PlPlanCertUsage).filter_by(tenant_no=user.tenant_no, plan_id=plan.id, del_flag=0).all()
         for row in rows:
             if not adjustment:
                 row.usage_status = 'exception'
             row.confirmation_snapshot = {**(row.confirmation_snapshot or {}), 'executed': True,
-                                         'settlementError': str(getattr(exc, 'detail', exc))}
+                                         'settlementError': message}
             row.update_by = user.id
         if not adjustment:
             plan.archive_status = 'exception'
         return False
 
 
-def read_quota_settlement_error(db, tenant_no, plan_id):
+def read_quota_settlement_error(db, tenant_no, plan_id, plan=None):
     """结转失败时返回已经写在用量快照上的原因。"""
+    from app.models.pl_models import PlPlan
     from app.models.pl_quota_models import PlPlanCertUsage
+
+    if plan is not None:
+        cached = getattr(plan, '_quota_settlement_error', None)
+        if isinstance(cached, str) and cached.strip():
+            return cached.strip()
     rows = db.query(PlPlanCertUsage).filter_by(tenant_no=tenant_no, plan_id=plan_id, del_flag=0).all()
     for row in rows:
         message = (row.confirmation_snapshot or {}).get('settlementError')
         if isinstance(message, str) and message.strip():
             return message.strip()
+    target = plan
+    if target is None:
+        target = db.query(PlPlan).filter_by(id=plan_id, tenant_no=tenant_no, del_flag=0).first()
+    if target is not None and int(getattr(target, 'quota_cert_pending_fulfill', 0) or 0) == 1:
+        return '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'
     return '实际数量已保存，证件没有扣减。请把实际数量改小，或先补充购买证和运输证，再重新归档。'
 
 

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。
@@ -155,4 +155,6 @@ def save_cert(db, user, cert_type, data, cert_id=None):
     for scope in prepared:
         scopes.apply_contract_bindings(db, user, scope)
     db.flush()
+    # 与无合同集合的 save_cert 一致：建档/保存后自动期初并启用；current=True 的读回不会再跑启用。
+    row = certs.ensure_zero_opening(db, user, cert_type, row.id, row=row)
     return get_cert(db, user, cert_type, row.id, current=True)

backend/app/services/pl_quota_cert_service.py

@@ -9,6 +9,7 @@ from fastapi import HTTPException
 from pydantic import BaseModel
 from sqlalchemy import or_
 from sqlalchemy.exc import IntegrityError
+from app.models.crm_models import CrmCustomer
 from app.models.pl_quota_models import (
     PlPurchaseCert, PlTransportCert, PlTransportCertPurchaseRef,
     PlCertQtyLog, PlPlanCertUsage, PlContractCertLink, PlCertOperation,
@@ -47,6 +48,39 @@ def usage_policy(valid_use_text):
     return {'一次有效': 'once', '多次有效': 'multiple'}.get((valid_use_text or '').strip(), 'needs_confirmation')
 
 
+_ONCE_USAGE_STATUSES = ('reserved', 'in_transit', 'settled', 'exception')
+
+
+def is_single_use_consumed(db, user, cert_type, cert, *, exclude_plan_id=None):
+    """一次有效证是否已不可再用：期初已使用，或其它计划已占用/已执行。
+
+    exclude_plan_id：当前计划自身的用量不计入占用（安排/结转同一计划可续用）。
+    多次有效或待确认原文返回 False，由调用方另行校验 policy。
+    """
+    if usage_policy(getattr(cert, 'valid_use_text', None)) != 'once':
+        return False
+    if getattr(cert, 'opening_single_use_consumed', 0):
+        return True
+    previous = (
+        db.query(PlPlanCertUsage)
+        .filter_by(
+            tenant_no=user.tenant_no,
+            cert_type=cert_type,
+            cert_id=cert.id,
+            del_flag=0,
+        )
+        .all()
+    )
+    for usage in previous:
+        if exclude_plan_id is not None and usage.plan_id == exclude_plan_id:
+            continue
+        if usage.usage_status in _ONCE_USAGE_STATUSES:
+            return True
+        if (usage.confirmation_snapshot or {}).get('executed'):
+            return True
+    return False
+
+
 def _assert_known_usage_policy(row):
     if usage_policy(row.valid_use_text) == 'needs_confirmation':
         raise HTTPException(400, '有效次数原文待确认，明确一次或多次有效后才能启用')
@@ -63,8 +97,69 @@ 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 _customer_display_name(db, user, customer_id):
+    """按证件绑定的系统客户 ID 取 CRM 名称；与证面收货/购买单位无关。"""
+    cid = str(customer_id or '').strip()
+    if not cid:
+        return None
+    row = (
+        db.query(CrmCustomer.customer_name)
+        .filter(
+            CrmCustomer.id == cid,
+            CrmCustomer.tenant_no == user.tenant_no,
+            CrmCustomer.del_flag == 0,
+        )
+        .first()
+    )
+    return (row[0] if row else None) or None
+
+
+def _category_display_names(db, user, category_ids):
+    """按证用品类 ID 顺序返回启用中的品类名称；未知 ID 跳过。"""
+    from app.models.pl_quota_models import PlCertCategory
+
+    ids = [str(item or '').strip() for item in (category_ids or []) if str(item or '').strip()]
+    if not ids:
+        return []
+    rows = (
+        db.query(PlCertCategory.id, PlCertCategory.category_name)
+        .filter(
+            PlCertCategory.tenant_no == user.tenant_no,
+            PlCertCategory.del_flag == 0,
+            PlCertCategory.id.in_(ids),
+        )
+        .all()
+    )
+    names = {row.id: (row.category_name or '').strip() for row in rows}
+    return [names[item] for item in ids if names.get(item)]
+
+
 def get_cert(db, user, cert_type, cert_id, current=False):
     row = _get_row(db, user, cert_type, cert_id, lock=current)
+    # 只读列表/详情不得在未提交事务里改状态，否则会出现「页面已启用、库仍 draft」。
+    # 自动期初与启用仅在 save_cert / confirm 等写入路径执行。
     result = _row_to_dict(row)
     result['usagePolicy'] = usage_policy(row.valid_use_text)
     opening_query = db.query(PlCertQtyLog.id).filter_by(
@@ -74,16 +169,28 @@ def get_cert(db, user, cert_type, cert_id, current=False):
         opening_query = opening_query.with_for_update()
     result['openingConfirmed'] = opening_query.first() is not None
     result['availableQty'] = row.total_qty - row.used_qty - row.reserved_qty
+    result['singleUseConsumed'] = is_single_use_consumed(db, user, cert_type, row)
+    result['customerName'] = _customer_display_name(db, user, getattr(row, 'customer_id', None))
+    if cert_type == 'purchase':
+        names = _category_display_names(db, user, [getattr(row, 'category_id', None)])
+        result['categoryName'] = names[0] if names else None
     if cert_type == 'transport':
         result['purchaseRefs'] = [_row_to_dict(r) for r in _refs(db, user, cert_id, lock=current)]
-        result['referencesEditable'] = not _has_history(db, user, cert_type, cert_id, lock=current)
+        result['referencesEditable'] = not _has_usage_beyond_zero_opening(
+            db, user, cert_type, cert_id, lock=current
+        )
+        derived_ids = _transport_derived_categories(db, user, cert_id)
+        result['derivedCategoryIds'] = derived_ids
+        result['derivedCategoryNames'] = _category_display_names(db, user, derived_ids)
     return result
 
 
-def list_certs(db, user, cert_type, keyword=None, status=None):
+def list_certs(db, user, cert_type, keyword=None, status=None, customer_id=None):
     model = _model(cert_type)
     query = db.query(model).filter(model.tenant_no == user.tenant_no, model.del_flag == 0)
     query = apply_pl_scope(query, model, user, db, user.tenant_no)
+    if customer_id:
+        query = query.filter(model.customer_id == customer_id)
     if keyword:
         sale_name = model.seller_name if cert_type == 'purchase' else model.shipper_name
         buy_name = model.buyer_name if cert_type == 'purchase' else model.consignee_name
@@ -94,7 +201,16 @@ 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:
+            derived_ids = _transport_derived_categories(db, user, item['id'])
+            item['derivedCategoryIds'] = derived_ids
+            item['derivedCategoryNames'] = _category_display_names(db, user, derived_ids)
+    return result
 
 
 def _audit(user):
@@ -139,8 +255,11 @@ def _refs_keep_verified(pending, removed):
 
 
 def _has_history(db, user, cert_type, cert_id, lock=True):
+    """任意额度流水或计划占用均视为已有历史（含自动期初），用于锁证号/核定量等身份。"""
     for model in (PlCertQtyLog, PlPlanCertUsage):
-        query = db.query(model.id).filter_by(tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id)
+        query = db.query(model.id).filter_by(
+            tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+        )
         if lock:
             query = query.with_for_update()
         if query.first() is not None:
@@ -148,6 +267,35 @@ def _has_history(db, user, cert_type, cert_id, lock=True):
     return False
 
 
+def _has_usage_beyond_zero_opening(db, user, cert_type, cert_id, lock=True):
+    """真实用量/占用才锁运输证引用；期初已用=0 的 opening 仍可补全关联购买证。"""
+    usage_q = db.query(PlPlanCertUsage.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    )
+    if lock:
+        usage_q = usage_q.with_for_update()
+    if usage_q.first() is not None:
+        return True
+    log_q = db.query(PlCertQtyLog).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    )
+    if lock:
+        log_q = log_q.with_for_update()
+    for log in log_q.all():
+        snap = log.event_snapshot or {}
+        # 仅建档自动期初（已用0）不锁引用；手工期初或其它流水仍锁。
+        if (
+            log.event_type == 'opening'
+            and snap.get('auto')
+            and (log.used_delta or 0) == 0
+            and (log.reserved_delta or 0) == 0
+            and (log.total_delta or 0) == 0
+        ):
+            continue
+        return True
+    return False
+
+
 def _validate_refs(db, user, cert_id, submitted, historical, purchases, current=False):
     if submitted is None:
         raise HTTPException(400, '引用集合不可为null；清空请提交[]')
@@ -181,13 +329,13 @@ 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 +359,7 @@ 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))
@@ -252,7 +400,8 @@ def prepare_cert(db, user, cert_type, data, cert_id=None, *, locked=None, effect
     if duplicate and duplicate.id != cert_id:
         raise HTTPException(400, '证号已存在，删除后也不得重建额度池')
     effective_id = cert_id or effective_id or str(uuid4())
-    pending, removed = _validate_refs(db,user,effective_id,refs,historical,purchases,current=bool(cert_id)) if refs_present else ([],[])
+    refs_locked = bool(row and _has_usage_beyond_zero_opening(db, user, cert_type, cert_id))
+    pending, removed = _validate_refs(db,user,effective_id,refs,refs_locked,purchases,current=bool(cert_id)) if refs_present else ([],[])
     changed = {key for key, value in values.items() if row is None or getattr(row, key) != value}
     refs_changed = bool(removed) or any(previous is None or previous.del_flag == 1 or any(getattr(previous, key) != value for key, value in item.items() if key != 'id') for previous, item in pending)
     return dict(model=model, row=row, values=values, cert_id=cert_id, effective_id=effective_id,
@@ -299,19 +448,98 @@ def apply_cert(db, user, prepared):
     return row
 
 
+def ensure_zero_opening(db, user, cert_type, cert_id, *, row=None):
+    """建档后无需手工期初确认：缺 opening 流水时写入期初已用=0；draft 直接启用。"""
+    if row is None:
+        row = _get_row(db, user, cert_type, cert_id)
+    if row.status in ('void', 'closed'):
+        return row
+    existing = db.query(PlCertQtyLog.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, event_type='opening', del_flag=0,
+    ).first()
+    if existing:
+        return row
+    row = _get_row(db, user, cert_type, cert_id, lock=True)
+    if row.status in ('void', 'closed'):
+        return row
+    if db.query(PlCertQtyLog.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, event_type='opening', del_flag=0,
+    ).with_for_update().first():
+        return row
+    # 有效次数原文未识别时保留 draft，不自动启用；明确一次/多次后保存或读取再启用。
+    if usage_policy(row.valid_use_text) == 'needs_confirmation':
+        return row
+    used = Decimal(row.used_qty or 0)
+    op_id = f'auto-opening:{cert_type}:{cert_id}'
+    digest = hashlib.sha256(op_id.encode()).hexdigest()
+    operation, replay = _claim_operation(db, user, 'opening', op_id, digest)
+    if replay:
+        return row
+    db.add(PlCertQtyLog(
+        **_audit(user),
+        operation_id=op_id,
+        request_hash=digest,
+        cert_type=cert_type,
+        cert_id=cert_id,
+        event_type='opening',
+        quantity_unit=row.quantity_unit,
+        total_delta=Decimal(0),
+        reserved_delta=Decimal(0),
+        used_delta=used,
+        before_total_qty=row.total_qty,
+        after_total_qty=row.total_qty,
+        before_reserved_qty=row.reserved_qty,
+        after_reserved_qty=row.reserved_qty,
+        before_used_qty=used,
+        after_used_qty=used,
+        reason='建档自动启用',
+        evidence_urls=None,
+        event_snapshot={'singleUseConsumed': False, 'sourceNote': 'auto', 'auto': True},
+    ))
+    if row.status == 'draft':
+        row.status = 'active'
+        row.verified_by = user.id
+        row.verified_time = datetime.now()
+    row.update_by = user.id
+    operation.result_json = {'certType': cert_type, 'certId': cert_id, 'auto': True}
+    db.flush()
+    return row
+
+
 def save_cert(db, user, cert_type, data, cert_id=None):
     row = apply_cert(db, user, prepare_cert(db, user, cert_type, data, cert_id))
+    ensure_zero_opening(db, user, cert_type, row.id, row=row)
     return get_cert(db, user, cert_type, row.id)
 
 
 def delete_cert(db, user, cert_type, cert_id):
     row = _get_row(db,user,cert_type,cert_id,lock=True)
-    if _has_history(db,user,cert_type,cert_id) or row.reserved_qty or row.used_qty:
+    if row.reserved_qty or row.used_qty:
+        raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
+    if db.query(PlPlanCertUsage.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    ).with_for_update().first():
+        raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
+    logs = (
+        db.query(PlCertQtyLog)
+        .filter_by(tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0)
+        .with_for_update()
+        .all()
+    )
+    # 仅建档自动期初（或无流水）仍允许删除；手工期初或其它额度流水则禁止。
+    def _auto_opening(log):
+        snap = log.event_snapshot or {}
+        return log.event_type == 'opening' and bool(snap.get('auto')) and (log.used_delta or 0) == 0
+
+    if any(not _auto_opening(log) for log in logs):
         raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
     if db.query(PlContractCertLink.id).filter_by(tenant_no=user.tenant_no,cert_type=cert_type,cert_id=cert_id,del_flag=0).with_for_update().first():
         raise HTTPException(400, '证件已绑定合同')
     if cert_type == 'purchase' and db.query(PlTransportCertPurchaseRef.id).filter_by(tenant_no=user.tenant_no,purchase_cert_id=cert_id,del_flag=0).with_for_update().first():
         raise HTTPException(400, '证件被运输证引用')
+    for log in logs:
+        log.del_flag = 1
+        log.update_by = user.id
     row.del_flag = 1
     row.update_by = user.id
     if cert_type == 'transport':
@@ -358,7 +586,24 @@ def _confirm_cert(db, user, cert_type, cert_id, data):
     _assert_known_usage_policy(row)
     if row.status == 'void': raise HTTPException(400, '作废证件不能启用')
     if row.status == 'closed': raise HTTPException(400, '已核销证件不能启用')
-    if row.verified_time or _has_history(db,user,cert_type,cert_id):
+    # 建档自动期初（used=0）可被手工/接口期初覆盖；已有真实用量或非自动期初则拒绝。
+    openings = (
+        db.query(PlCertQtyLog)
+        .filter_by(
+            tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id,
+            event_type='opening', del_flag=0,
+        )
+        .with_for_update()
+        .all()
+    )
+    for log in openings:
+        snap = log.event_snapshot or {}
+        if snap.get('auto') and (log.used_delta or 0) == 0:
+            log.del_flag = 1
+            log.update_by = user.id
+        else:
+            raise HTTPException(400, '期初已确认，不能重复初始化额度')
+    if _has_history(db, user, cert_type, cert_id):
         raise HTTPException(400, '期初已确认，不能重复初始化额度')
     if body.used_qty > row.total_qty:
         raise HTTPException(400, '期初已用量不能超过核定量')

backend/app/services/pl_quota_customer_select.py

@@ -0,0 +1,563 @@
+"""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_cert_service import is_single_use_consumed
+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 _ensure_opening_quiet(db, user, cert_type, cert_id, row):
+    """选证前尽量自动补期初；单元测试 mock 库失败时静默跳过。"""
+    try:
+        from app.services.pl_quota_cert_service import ensure_zero_opening
+
+        ensure_zero_opening(db, user, cert_type, cert_id, row=row)
+    except Exception:
+        return
+
+
+def _vehicle_ok(cert, vehicle_no: str) -> bool:
+    plates = cert.vehicle_numbers_json or []
+    if not isinstance(plates, list):
+        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 _cert_no(cert) -> str:
+    return str(getattr(cert, 'cert_no', None) or getattr(cert, 'id', '') or '').strip()
+
+
+def _join_cert_nos(certs) -> str:
+    return '、'.join(dict.fromkeys(_cert_no(c) for c in certs if _cert_no(c)))
+
+
+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 _snap_text(source, *keys) -> str:
+    snap = source.snapshot or {}
+    for key in keys:
+        value = snap.get(key)
+        if value is not None and str(value).strip():
+            return str(value).strip()
+    return ''
+
+
+def _source_customer_label(source) -> str:
+    return _snap_text(
+        source, 'customerName', 'customer_name', 'customerNo', 'customer_no'
+    ) or _customer_id_from_source(source)
+
+
+def _source_product_label(db, user, source) -> str:
+    name = _snap_text(source, 'productName', 'product_name')
+    if name:
+        return name
+    product_id = getattr(source, 'product_id', None)
+    if not product_id:
+        return ''
+    try:
+        from app.models.crm_models import CrmProduct
+
+        row = (
+            db.query(CrmProduct)
+            .filter(
+                CrmProduct.id == product_id,
+                CrmProduct.tenant_no == user.tenant_no,
+                CrmProduct.del_flag == 0,
+            )
+            .first()
+        )
+    except Exception:
+        return ''
+    product_name = getattr(row, 'product_name', None) if row is not None else None
+    if isinstance(product_name, str) and product_name.strip():
+        return product_name.strip()
+    return str(product_id)
+
+
+def _purchase_candidates(db, user, customer_id, categories):
+    # 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）
+    return (
+        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()
+    )
+
+
+def _linked_transports(db, user, customer_id, purchase_id):
+    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:
+        return []
+    return (
+        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()
+    )
+
+
+def _diagnose_select_failure(db, user, source, *, vehicle_no: str, on_date: date, candidates):
+    """选证失败时按证据优先给出单一可执行原因，避免笼统兜底句。"""
+    place = '同市' if not source.requires_transport else '异地'
+    plate = (vehicle_no or '').strip()
+    need_qty = Decimal(source.quantity)
+    customer_label = _source_customer_label(source)
+    product_label = _source_product_label(db, user, source)
+
+    if not candidates:
+        product_part = f'产品「{product_label}」' if product_label else '该产品'
+        return (
+            f'{place}段客户「{customer_label}」下没有{product_part}匹配品类的有效购买证，'
+            '请先建档购买证或核对客户/证用品类后再安排'
+        )
+
+    unverified_buy = []
+    no_opening_buy = []
+    expired_buy = []
+    consumed_buy = []
+    unit_buy = []
+    short_buy = []
+    ready_buy = []
+    no_transport_link = []
+    unverified_move = []
+    no_opening_move = []
+    expired_move = []
+    consumed_move = []
+    vehicle_miss = []
+    unit_move = []
+    short_move = []
+
+    for purchase in candidates:
+        if not purchase.verified_by or not purchase.verified_time:
+            unverified_buy.append(purchase)
+            continue
+        _ensure_opening_quiet(db, user, 'purchase', purchase.id, purchase)
+        if not _has_opening(db, user, 'purchase', purchase.id):
+            no_opening_buy.append(purchase)
+            continue
+        if not _in_force(purchase, on_date):
+            expired_buy.append(purchase)
+            continue
+        if is_single_use_consumed(db, user, 'purchase', purchase):
+            consumed_buy.append(purchase)
+            continue
+        try:
+            need = _permit_qty_for(need_qty, source.unit, purchase.quantity_unit)
+        except HTTPException:
+            unit_buy.append(purchase)
+            continue
+        if _available(purchase) < need:
+            short_buy.append((purchase, need))
+            continue
+
+        if not source.requires_transport:
+            ready_buy.append(purchase)
+            continue
+
+        transports = _linked_transports(db, user, purchase.customer_id, purchase.id)
+        if not transports:
+            no_transport_link.append(purchase)
+            continue
+
+        purchase_had_ready_transport = False
+        for transport in transports:
+            if not transport.verified_by or not transport.verified_time:
+                unverified_move.append(transport)
+                continue
+            _ensure_opening_quiet(db, user, 'transport', transport.id, transport)
+            if not _has_opening(db, user, 'transport', transport.id):
+                no_opening_move.append(transport)
+                continue
+            if not _in_force(transport, on_date):
+                expired_move.append(transport)
+                continue
+            if is_single_use_consumed(db, user, 'transport', transport):
+                consumed_move.append(transport)
+                continue
+            if not _vehicle_ok(transport, vehicle_no):
+                vehicle_miss.append(transport)
+                continue
+            try:
+                t_need = _permit_qty_for(need_qty, source.unit, transport.quantity_unit)
+            except HTTPException:
+                unit_move.append(transport)
+                continue
+            if _available(transport) < t_need:
+                short_move.append((transport, t_need))
+                continue
+            purchase_had_ready_transport = True
+            break
+        if purchase_had_ready_transport:
+            ready_buy.append(purchase)
+
+    if source.requires_transport and not plate:
+        return (
+            f'{place}段安排运输须填写车牌号；当前计划未填写车牌，'
+            '无法匹配运输证车号，请先填写车牌后再安排'
+        )
+
+    if vehicle_miss and not short_move and not unit_move:
+        nos = _join_cert_nos(vehicle_miss)
+        listed = '、'.join(
+            dict.fromkeys(
+                str(p).strip()
+                for t in vehicle_miss
+                for p in (t.vehicle_numbers_json or [])
+                if str(p).strip()
+            )
+        )
+        suffix = f'（证上现有车号：{listed}）' if listed else ''
+        return (
+            f'{place}段运输证 {nos} 未包含车牌号「{plate}」{suffix}。'
+            '请到运输证中补充该车号，或更换已登记该车号的车辆后再安排'
+        )
+
+    if short_move:
+        parts = []
+        for cert, need in short_move[:3]:
+            left = _available(cert)
+            parts.append(
+                f'{_cert_no(cert)}剩余{left}{cert.quantity_unit}，本次需要{need}{cert.quantity_unit}'
+            )
+        return (
+            f'{place}段运输证{"；".join(parts)}。'
+            '运输证余量不足，请先补充额度或调整计划量后再安排'
+        )
+
+    if short_buy and not ready_buy:
+        parts = []
+        for cert, need in short_buy[:3]:
+            left = _available(cert)
+            parts.append(
+                f'{_cert_no(cert)}剩余{left}{cert.quantity_unit}，本次需要{need}{cert.quantity_unit}'
+            )
+        return (
+            f'{place}段购买证{"；".join(parts)}。'
+            '购买证余量不足，请先补充额度或调整计划量后再安排'
+        )
+
+    if no_transport_link and not vehicle_miss and not short_move:
+        nos = _join_cert_nos(no_transport_link)
+        return (
+            f'{place}段购买证 {nos} 尚未关联运输证。'
+            '请打开运输证，在「关联购买证」中选择该购买证后再安排'
+        )
+
+    if expired_move and not vehicle_miss:
+        nos = _join_cert_nos(expired_move)
+        return (
+            f'{place}段运输证 {nos} 不在计划日期 {on_date.isoformat()} 的有效期内，'
+            '请更换有效运输证后再安排'
+        )
+
+    if expired_buy and not ready_buy:
+        nos = _join_cert_nos(expired_buy)
+        return (
+            f'{place}段购买证 {nos} 不在计划日期 {on_date.isoformat()} 的有效期内，'
+            '请更换有效购买证后再安排'
+        )
+
+    if unverified_move and not vehicle_miss:
+        nos = _join_cert_nos(unverified_move)
+        return f'{place}段运输证 {nos} 尚未复核启用，请先复核后再安排'
+
+    if unverified_buy and not ready_buy:
+        nos = _join_cert_nos(unverified_buy)
+        return f'{place}段购买证 {nos} 尚未复核启用，请先复核后再安排'
+
+    if consumed_move:
+        nos = _join_cert_nos(consumed_move)
+        return f'{place}段运输证 {nos} 为一次有效且已使用，请更换证件后再安排'
+
+    if consumed_buy and not ready_buy:
+        nos = _join_cert_nos(consumed_buy)
+        return f'{place}段购买证 {nos} 为一次有效且已使用，请更换证件后再安排'
+
+    if unit_buy or unit_move:
+        return (
+            f'{place}段证件单位与计划单位无法自动换算，'
+            '请调整单位或到「计划段次用证」填写换算后再安排'
+        )
+
+    if no_opening_buy or no_opening_move:
+        return f'{place}段证件尚未确认期初用量，请先确认期初后再安排'
+
+    return (
+        f'{place}段找不到可用的购买证'
+        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'
+    )
+
+
+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:
+            product_label = _source_product_label(db, user, source) or '该产品'
+            raise HTTPException(
+                409,
+                f'产品「{product_label}」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',
+            )
+
+        candidates = _purchase_candidates(db, user, customer_id, categories)
+
+        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
+            _ensure_opening_quiet(db, user, 'purchase', purchase.id, purchase)
+            if not _has_opening(db, user, 'purchase', purchase.id):
+                continue
+            if not _in_force(purchase, on_date):
+                continue
+            if is_single_use_consumed(db, user, 'purchase', purchase):
+                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
+
+            transports = _linked_transports(db, user, customer_id, purchase.id)
+            if not transports:
+                continue
+            for transport in transports:
+                if not transport.verified_by or not transport.verified_time:
+                    continue
+                _ensure_opening_quiet(db, user, 'transport', transport.id, transport)
+                if not _has_opening(db, user, 'transport', transport.id):
+                    continue
+                if not _in_force(transport, on_date):
+                    continue
+                if is_single_use_consumed(db, user, 'transport', transport):
+                    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:
+            raise HTTPException(
+                409,
+                _diagnose_select_failure(
+                    db, user, source, vehicle_no=vehicle_no, on_date=on_date, candidates=candidates,
+                ),
+            )
+
+        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
+
+
+def resolve_customer_category_cover_certs(db, user, sources):
+    """归档超额补扣：按客户+品类收集证件池，不查合同绑证。
+
+    与 select_whole_cover_certs 不同，这里不按数量筛证，把客户下匹配品类的
+    有效购买证及其关联运输证全部纳入候选，由结转阶段结合本计划返还额度分配。
+    """
+    if not sources:
+        return [], []
+
+    purchase_ids = []
+    transport_ids = []
+    missing_both = []
+    missing_purchase = []
+    missing_transport = []
+
+    for source in sources:
+        customer_id = _customer_id_from_source(source)
+        snap = source.snapshot or {}
+        customer_label = (
+            snap.get('customerName')
+            or snap.get('customer_name')
+            or snap.get('customerNo')
+            or snap.get('customer_no')
+            or customer_id
+        )
+        categories = category_ids_for_product(db, user.tenant_no, source.product_id)
+        if not categories:
+            product_label = _source_product_label(db, user, source) or '该产品'
+            raise HTTPException(
+                409,
+                f'产品「{product_label}」未配置证用品类，请先在证用品类中关联系统产品后再归档',
+            )
+        purchases = _purchase_candidates(db, user, customer_id, categories)
+        needs_transport = getattr(source, 'requires_transport', True)
+        if not purchases:
+            (missing_both if needs_transport else missing_purchase).append(str(customer_label))
+            continue
+        purchase_ids.extend(p.id for p in purchases)
+        if not needs_transport:
+            continue
+        linked = []
+        for purchase in purchases:
+            linked.extend(_linked_transports(db, user, customer_id, purchase.id))
+        if not linked:
+            missing_transport.append(str(customer_label))
+            continue
+        transport_ids.extend(t.id for t in linked)
+
+    messages = []
+    if missing_both:
+        names = '、'.join(dict.fromkeys(missing_both))
+        messages.append(
+            f'客户{names}下尚未建档匹配品类的购买证和运输证，请先建档证件后再归档'
+        )
+    if missing_purchase:
+        names = '、'.join(dict.fromkeys(missing_purchase))
+        messages.append(
+            f'客户{names}下尚未建档匹配品类的购买证，请先建档证件后再归档'
+        )
+    if missing_transport:
+        names = '、'.join(dict.fromkeys(missing_transport))
+        messages.append(
+            f'客户{names}下购买证尚未关联可用运输证，请先关联运输证后再归档'
+        )
+    if messages:
+        raise HTTPException(409, '；'.join(messages))
+
+    def unique(values):
+        return list(dict.fromkeys(values))
+
+    return unique(purchase_ids), unique(transport_ids)

backend/app/services/pl_quota_diagnostics.py

@@ -89,7 +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)
 

backend/app/services/pl_quota_planning.py

@@ -131,35 +131,61 @@ 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 = str(
+                (preview_vehicle or {}).get('licensePlate', plan.license_plate) or ''
+            ).strip()
+            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 = (
+                '未选到可用的购买证和运输证。请核对证件余量、有效期、品类与车牌号后补充证件，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(
         operation_id=op.operation_id, action=action, plan_id=plan_id, sources=sources,
         allow_supplement=op.allow_supplement,
         purchase_cert_ids=config.purchase_cert_ids, transport_cert_ids=config.transport_cert_ids,
-        vehicle_no=(preview_vehicle or {}).get('licensePlate', plan.license_plate) or '', on_date=max(date.today(), plan.plan_date or date.today()),
+        vehicle_no=str((preview_vehicle or {}).get('licensePlate', plan.license_plate) or '').strip(), on_date=max(date.today(), plan.plan_date or date.today()),
         executed=executed, manual_allocations=[UsageManual(**r.model_dump()) for r in config.manual_allocations],
         actual_by_source=actuals, manual_actuals=[UsageManual(**r.model_dump()) for r in op.manual_actuals],
         reason=op.reason, evidence_urls=op.evidence_urls or '', source_note=op.source_note or '',
@@ -201,8 +227,11 @@ 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。
@@ -308,15 +337,27 @@ 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

@@ -159,13 +159,19 @@ def extract_sources(db, user, plan_id, mapping=None, *, actual=False, lock=False
         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,
-                    'sameCity': 1 if same_city else 0}
+                    '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:
             snapshot['vehicle'] = preview_vehicle.get('licensePlate', plan.license_plate)
             snapshot['trailer'] = preview_vehicle.get('trailerNo', plan.trailer_no)
         fingerprint = hashlib.sha256(json.dumps(snapshot, sort_keys=True, ensure_ascii=False).encode()).hexdigest()
+        # 展示字段不参与 fingerprint，避免仅补产品名就触发来源指纹变化
+        product_name = getattr(row, 'product_name', None)
+        if product_name is not None and str(product_name).strip():
+            snapshot = {**snapshot, 'productName': str(product_name).strip()}
         source = UsageSource(source_stop_type=side, source_stop_id=stop.id, source_stop_product_id=row.id,
                              plan_product_id=row.plan_product_id, contract_id=row.contract_id,
                              contract_product_id=row.contract_product_id, product_id=row.product_id,

backend/app/services/pl_quota_statistics.py

@@ -4,12 +4,12 @@ from decimal import Decimal
 from sqlalchemy import and_, or_, literal, func
 from fastapi import HTTPException
 from app.crud.crm.data_scope_helpers import apply_crm_owner_scope
-from app.models.crm_models import CrmContract, CrmContractProduct
+from app.models.crm_models import CrmContract, CrmContractProduct, CrmCustomer
 from app.models.pl_models import PlPlan
 from app.models.pl_quota_models import (PlContractCertLink as Link, PlContractCertProduct as Scope,
     PlPlanCertUsage as Usage, PlPlanCertUsageItem as Item, PlCertQtyLog as Log)
 from app.services.pl_data_scope import apply_pl_scope
-from app.services.pl_quota_cert_service import MODELS, _get_row
+from app.services.pl_quota_cert_service import MODELS, _get_row, get_cert, usage_policy
 
 ZERO = Decimal('0')
 CONTRACT_TYPES = {'sale', 'purchase', 'framework_sale', 'framework_purchase', 'framework'}
@@ -109,6 +109,39 @@ def _contracts(db, user):
                                  user.to_user_info(), db, user.tenant_no)
 
 
+def _customers(db, user):
+    return apply_crm_owner_scope(_active(db, user, CrmCustomer), CrmCustomer,
+                                 user.to_user_info(), db, user.tenant_no)
+
+
+def _customer_cert_counts(db, user):
+    """按客户汇总购买证+运输证数量；默认排除已核销/作废，与证件列表一致。"""
+    parts = []
+    for model in MODELS.values():
+        query = apply_pl_scope(_active(db, user, model), model, user, db, user.tenant_no)
+        query = query.filter(
+            model.customer_id.isnot(None),
+            model.customer_id != '',
+            model.status.notin_(('closed', 'void')),
+        )
+        parts.append(query.with_entities(model.customer_id.label('customer_id'), literal(1).label('one')))
+    combined = parts[0].union_all(*parts[1:]).subquery()
+    return (
+        db.query(combined.c.customer_id.label('customer_id'), func.count().label('cert_count'))
+        .group_by(combined.c.customer_id)
+        .subquery()
+    )
+
+
+def _customer_summary(row):
+    return {
+        'id': row.id,
+        'customerId': row.id,
+        'customerNo': row.customer_no or '',
+        'customerName': row.customer_name or '',
+    }
+
+
 def _certificates(db, user, keyword=None, cert_type=None, cert_no=None, cert_types=None):
     queries = []
     for kind, model in MODELS.items():
@@ -351,6 +384,78 @@ def contract_statistics(db, user, contract_id):
     return {**_contract_summary(contract), 'certificates': result}
 
 
+def list_customers(db, user, keyword=None, page=1, page_size=20, customer_no=None, customer_name=None,
+                   cert_count_op=None, cert_count=None, cert_count_min=None, cert_count_max=None):
+    counts = _customer_cert_counts(db, user)
+    query = _customers(db, user).join(counts, counts.c.customer_id == CrmCustomer.id)
+    if keyword:
+        query = query.filter(or_(
+            CrmCustomer.customer_no.contains(keyword, autoescape=True),
+            CrmCustomer.customer_name.contains(keyword, autoescape=True),
+            CrmCustomer.short_name.contains(keyword, autoescape=True),
+        ))
+    if _text(customer_no):
+        query = query.filter(CrmCustomer.customer_no.contains(_text(customer_no), autoescape=True))
+    if _text(customer_name):
+        query = query.filter(CrmCustomer.customer_name.contains(_text(customer_name), autoescape=True))
+    for clause in _number_clauses(counts.c.cert_count, cert_count_op, cert_count, cert_count_min, cert_count_max):
+        query = query.filter(clause)
+    total = query.count()
+    rows = query.with_entities(CrmCustomer, counts.c.cert_count).order_by(
+        CrmCustomer.create_time.desc(), CrmCustomer.id
+    ).offset((page - 1) * page_size).limit(page_size).all()
+    return {
+        'list': [{**_customer_summary(customer), 'certCount': int(count or 0)} for customer, count in rows],
+        'total': total,
+        'page': page,
+        'pageSize': page_size,
+    }
+
+
+def customer_statistics(db, user, customer_id):
+    customer = _customers(db, user).filter(CrmCustomer.id == customer_id).first()
+    if customer is None:
+        raise HTTPException(404, '客户不存在或无权访问')
+    certificates = []
+    for kind, model in MODELS.items():
+        query = apply_pl_scope(_active(db, user, model), model, user, db, user.tenant_no)
+        query = query.filter(
+            model.customer_id == customer_id,
+            model.status.notin_(('closed', 'void')),
+        )
+        for row in query.order_by(model.create_time.desc(), model.id).all():
+            item = get_cert(db, user, kind, row.id)
+            sale = item.get('sellerName') if kind == 'purchase' else item.get('shipperName')
+            buy = item.get('buyerName') if kind == 'purchase' else item.get('consigneeName')
+            certificates.append({
+                'id': row.id,
+                'certId': row.id,
+                'certType': kind,
+                'certNo': item.get('certNo') or '',
+                'productNameOnCert': item.get('productNameOnCert') or '',
+                'quantityUnit': item.get('quantityUnit') or '',
+                'totalQty': item.get('totalQty'),
+                'reservedQty': item.get('reservedQty'),
+                'usedQty': item.get('usedQty'),
+                'availableQty': item.get('availableQty'),
+                'status': item.get('status') or '',
+                'validFrom': item.get('validFrom'),
+                'validTo': item.get('validTo'),
+                'salePartyName': sale or '',
+                'buyPartyName': buy or '',
+                'validUseText': item.get('validUseText') or '',
+                'usagePolicy': item.get('usagePolicy') or usage_policy(row.valid_use_text),
+                'singleUseConsumed': bool(item.get('singleUseConsumed')),
+                'openingConfirmed': bool(item.get('openingConfirmed')),
+                'createTime': item.get('createTime'),
+            })
+    certificates.sort(
+        key=lambda row: (str(row.get('createTime') or ''), row.get('certNo') or ''),
+        reverse=True,
+    )
+    return {**_customer_summary(customer), 'certificates': certificates}
+
+
 def certificate_statistics(db, user, cert_type, cert_id):
     _get_row(db, user, cert_type, cert_id)
     certs = _certificates(db, user, cert_type=cert_type)

backend/app/services/pl_quota_usage_service.py

@@ -16,7 +16,7 @@ from app.models.pl_models import PlPlan
 from app.models.crm_models import CrmContractProduct
 from app.schemas.pl.quota_usage import UsageManual, UsageRequest
 from app.services.pl_data_scope import assert_pl_row_in_scope
-from app.services.pl_quota_cert_service import _audit, _get_row, usage_policy
+from app.services.pl_quota_cert_service import _audit, _get_row, is_single_use_consumed, usage_policy
 from app.services.pl_quota_contract_service import _contract
 from app.services.pl_quota_allocation import (SourceDemand, PermitCandidate, ManualAllocation, Allocation,
     allocate_plan, settle_allocations, validate_allocation_pairing, InsufficientQuota)
@@ -26,6 +26,26 @@ from app.services.pl_quota_units import same_quantity_unit, standard_conversion_
 ZERO = Decimal('0')
 
 
+def _normalize_vehicle_no(vehicle_no) -> str:
+    return str(vehicle_no or '').strip()
+
+
+def _vehicle_on_cert(cert, vehicle_no) -> bool:
+    """计划车牌与证上车号比对时两侧都去空白，避免尾部空格误判。"""
+    plate = _normalize_vehicle_no(vehicle_no)
+    if not plate:
+        return False
+    plates = getattr(cert, 'vehicle_numbers_json', None) or []
+    if isinstance(plates, str):
+        try:
+            plates = json.loads(plates)
+        except Exception:
+            plates = [plates]
+    if not isinstance(plates, list):
+        return False
+    return plate in {str(p).strip() for p in plates if p is not None and str(p).strip()}
+
+
 def _reserve_input_mode(source_unit, cert_unit):
     if same_quantity_unit(source_unit, cert_unit):
         return 'same_unit'
@@ -131,9 +151,8 @@ def _execute(db,user,r,digest,plan):
     selected={('purchase',x) for x in r.purchase_cert_ids}|{('transport',x) for x in r.transport_cert_ids}
     keys=selected|{(u.cert_type,u.cert_id) for u in old_rows}
     if r.action in ('settle', 'actual_adjust') and not r.allow_supplement and r.sources:
-        from app.services.pl_quota_planning import resolve_contract_bound_certs
         try:
-            purchase_ids, transport_ids = resolve_contract_bound_certs(db, user, r.sources)
+            purchase_ids, transport_ids = _settle_cover_cert_ids(db, user, plan, r.sources)
         except HTTPException:
             purchase_ids, transport_ids = [], []
         keys |= {('purchase', cert_id) for cert_id in purchase_ids} | {('transport', cert_id) for cert_id in transport_ids}
@@ -198,8 +217,12 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
         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)
+    from app.services.pl_quota_cert_service import ensure_zero_opening
     for k in sorted(selected):
         kind,pid=k; c=certs[k]
+        c = certs[k] = ensure_zero_opening(db, user, kind, pid, row=c)
         if not query(m.PlCertQtyLog,cert_type=kind,cert_id=pid,event_type='opening',del_flag=0).first(): raise ValueError('证件尚未确认期初')
         if c.status=='closed': raise ValueError('已核销证件不能再安排用证')
         if c.status!='active' or not c.verified_time or not c.verified_by: raise ValueError('证件尚未启用复核')
@@ -208,24 +231,42 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
         policy=usage_policy(c.valid_use_text)
         if policy=='needs_confirmation': raise ValueError('有效次数待确认')
         # 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 [])):
+        if kind=='transport' and not _vehicle_on_cert(c, r.vehicle_no):
             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')
+        if policy=='once' and is_single_use_consumed(db, user, kind, c, exclude_plan_id=plan.id):
+            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')
+        plate = _normalize_vehicle_no(r.vehicle_no)
+        if not plate:
+            raise ValueError('安排运输须填写车牌号；当前未填写车牌，无法匹配运输证车号')
+        nos = '、'.join(
+            dict.fromkeys(
+                str(certs[k].cert_no or k[1])
+                for k in sorted(selected)
+                if k[0] == 'transport' and k in certs
+            )
+        )
+        suffix = f'（已选运输证 {nos}）' if nos else ''
+        raise ValueError(
+            f'车牌号「{plate}」不在运输证车号范围内{suffix}，'
+            '请到运输证中补充该车号或更换车辆后再安排'
+        )
     return sources,scopes,candidates
 
 def _reserve(db,user,r,plan,certs,usages,items,selected,preview=False,lock_preview=False):
@@ -279,8 +320,10 @@ 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
@@ -309,7 +352,27 @@ 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)
 
 
@@ -332,35 +395,88 @@ def _validate_current_sources(r,active):
                 raise ValueError('当前权威来源身份、计划量、单位或指纹已变化，请重新核对用证')
 
 class ArchiveQuotaBlocked(ValueError):
-    """合同上的购买证、运输证仍不够本次实际量，归档必须整单回滚。"""
+    """可用购买证、运输证仍不够本次实际量，归档必须整单回滚。"""
 
 
 ARCHIVE_QUOTA_BLOCK = '合同绑定的购买证和运输证剩余额度不够覆盖本次实际数量，不能归档。请先补充证件额度或调整实际数量后再归档。'
+CUSTOMER_ARCHIVE_QUOTA_BLOCK = (
+    '客户名下购买证和运输证剩余额度不够覆盖本次实际数量，不能归档。'
+    '请先补充证件额度或调整实际数量后再归档。'
+)
+ARCHIVE_CONVERSION_EXCESS_BLOCK = (
+    '实际数量超出安排时的预占，且原证件剩余额度不够按原换算系数继续扣减，不能归档。'
+    '请把实际数量改小，或先补充证件额度后再归档。'
+)
+
+
+def _settle_cover_cert_ids(db, user, plan, sources):
+    """归档超额补扣证件池：新规则按客户+品类，旧规则按合同绑证。"""
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    if plan_uses_customer_category(plan):
+        from app.services.pl_quota_customer_select import resolve_customer_category_cover_certs
+        return resolve_customer_category_cover_certs(db, user, sources)
+    from app.services.pl_quota_planning import resolve_contract_bound_certs
+    return resolve_contract_bound_certs(db, user, sources)
 
 
 def _settlement_cover_cert(db, user, r, plan, kind, cert):
     """合同上另有证件时，不合格的证跳过，不因此挡住其余还能扣的证。"""
+    return _settlement_cover_reject_reason(db, user, r, plan, kind, cert) is None
+
+
+def _settlement_cover_reject_reason(db, user, r, plan, kind, cert):
+    """返回不可用于归档补扣的具体原因；可用时返回 None。"""
+    from app.services.pl_quota_cert_service import ensure_zero_opening
+    cert = ensure_zero_opening(db, user, kind, cert.id, row=cert)
+    label = '购买证' if kind == 'purchase' else '运输证'
+    no = str(cert.cert_no or cert.id)
     if not _query(db, user, m.PlCertQtyLog, cert_type=kind, cert_id=cert.id, event_type='opening', del_flag=0).first():
-        return False
+        return f'{label} {no} 尚未确认期初用量'
     if cert.status != 'active' or not cert.verified_time or not cert.verified_by:
-        return False
+        return f'{label} {no} 未启用或未复核'
     if cert.valid_from is None or cert.valid_to is None or not cert.valid_from <= r.on_date <= cert.valid_to:
-        return False
+        return f'{label} {no} 不在归档日期 {r.on_date.isoformat()} 的有效期内'
     policy = usage_policy(cert.valid_use_text)
     if policy == 'needs_confirmation':
-        return False
-    if kind == 'transport' and (not r.vehicle_no or r.vehicle_no not in (cert.vehicle_numbers_json or [])):
-        return False
-    if policy == 'once':
-        previous = _query(db, user, m.PlPlanCertUsage, cert_type=kind, cert_id=cert.id, del_flag=0).all()
-        if cert.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
-        ):
-            return False
-    return True
+        return f'{label} {no} 有效次数待确认'
+    if kind == 'transport':
+        plate = _normalize_vehicle_no(r.vehicle_no)
+        if not plate:
+            return f'运输证 {no} 需要车牌号，当前计划未填写车牌'
+        if not _vehicle_on_cert(cert, plate):
+            raw = cert.vehicle_numbers_json or []
+            if isinstance(raw, str):
+                listed = raw
+            else:
+                listed = '、'.join(str(p).strip() for p in raw if str(p).strip())
+            suffix = f'（证上现有车号：{listed}）' if listed else ''
+            return f'运输证 {no} 未包含车牌号「{plate}」{suffix}'
+    if policy == 'once' and is_single_use_consumed(db, user, kind, cert, exclude_plan_id=plan.id):
+        return f'{label} {no} 为一次有效且已使用'
+    return None
+
+
+def _archive_cover_block_message(db, user, r, plan, certs, candidate_keys):
+    """补证候选全被跳过时，汇总具体原因，避免笼统额度不足。"""
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    customer_rule = plan_uses_customer_category(plan)
+    reasons = []
+    for kind, cid in candidate_keys:
+        key = (kind, cid)
+        cert = certs.get(key)
+        if cert is None:
+            label = '购买证' if kind == 'purchase' else '运输证'
+            reasons.append(f'{label} {cid} 不存在或不可用')
+            continue
+        reason = _settlement_cover_reject_reason(db, user, r, plan, kind, cert)
+        if reason:
+            reasons.append(reason)
+    if not reasons:
+        return CUSTOMER_ARCHIVE_QUOTA_BLOCK if customer_rule else ARCHIVE_QUOTA_BLOCK
+    unique = list(dict.fromkeys(reasons))
+    detail = '；'.join(unique[:4])
+    scope = '客户名下' if customer_rule else '合同上'
+    return f'{detail}。{scope}没有其他可用证件覆盖本次实际数量，不能归档。请先处理上述问题后再归档。'
 
 
 _QTY = Decimal('0.000001')
@@ -417,7 +533,7 @@ def _prepare_saved_conversion(groups, actual_by_source, certs):
                 proposals[kind] = [row for row in rows if row.source_id != sid] + updated
                 mine = updated
                 if need > 0:
-                    return groups, [], ARCHIVE_QUOTA_BLOCK
+                    return groups, [], ARCHIVE_CONVERSION_EXCESS_BLOCK
             remaining = actual
             for row in sorted(mine, key=lambda item: item.allocation_seq):
                 take = min(remaining, row.source_quantity)
@@ -458,8 +574,8 @@ def _settle(db,user,r,certs,usages,items,plan):
             raise ArchiveQuotaBlocked(conversion_error)
         if generated:
             r = r.model_copy(update={'manual_actuals': generated})
-    # 同单位超出预占时，自动改用合同上已绑定的购买证和运输证，含原证剩余额度。
-    contract_cover = False
+    # 同单位超出预占时，自动改用补扣证件池（新规则客户+品类，旧规则合同绑证），含原证剩余额度。
+    auto_cover = False
     if not r.allow_supplement:
         for sid, value in r.actual_by_source.items():
             mine = [a for rows in groups.values() for a in rows if a.source_id == sid]
@@ -467,7 +583,7 @@ def _settle(db,user,r,certs,usages,items,plan):
                 continue
             capacity = sum((a.source_quantity for a in groups['purchase'] if a.source_id == sid), ZERO)
             if value > capacity:
-                contract_cover = True
+                auto_cover = True
                 break
     # 原始容量不随补量扩大；新增证件原始容量为零，后续纠错始终先用原分配。
     base_actual=dict(r.actual_by_source)
@@ -476,7 +592,7 @@ def _settle(db,user,r,certs,usages,items,plan):
         capacity=sum((a.source_quantity for a in groups['purchase'] if a.source_id==sid),ZERO)
         if value>capacity:
             excess[sid]=value-capacity
-            if r.allow_supplement or contract_cover: base_actual[sid]=capacity
+            if r.allow_supplement or auto_cover: base_actual[sid]=capacity
     # 人工显式补量可从当前实运来源拆出一段（如原证24、新证5），两段合计仍是29。
     # 两证有一侧同单位时由联合分配器配对；异单位补量仍须完整人工输入。
     if r.allow_supplement and r.manual_allocations:
@@ -528,35 +644,52 @@ def _settle(db,user,r,certs,usages,items,plan):
     settled={kind:settle_allocations(rows,base_actual,manual_actuals=[a for a in _manual(r.manual_actuals) if a.permit_kind==kind]) for kind,rows in groups.items()}
     supplemental=[]
     if excess:
-        if contract_cover:
-            from app.services.pl_quota_planning import resolve_contract_bound_certs
+        if auto_cover:
+            from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+            customer_rule = plan_uses_customer_category(plan)
             try:
-                purchase_ids, transport_ids = resolve_contract_bound_certs(db, user, r.sources)
+                purchase_ids, transport_ids = _settle_cover_cert_ids(db, user, plan, r.sources)
             except HTTPException as exc:
                 raise ArchiveQuotaBlocked(str(getattr(exc, 'detail', exc))) from exc
+            candidate_keys=[('purchase', x) for x in purchase_ids] + [('transport', x) for x in transport_ids]
             selected=set()
-            for kind, cid in [('purchase', x) for x in purchase_ids] + [('transport', x) for x in transport_ids]:
+            for kind, cid in candidate_keys:
                 key=(kind, cid)
                 if key not in certs:
-                    raise ArchiveQuotaBlocked(ARCHIVE_QUOTA_BLOCK)
+                    raise ArchiveQuotaBlocked(
+                        _archive_cover_block_message(db, user, r, plan, certs, candidate_keys)
+                    )
                 if _settlement_cover_cert(db, user, r, plan, kind, certs[key]):
                     selected.add(key)
             if not selected:
-                raise ArchiveQuotaBlocked(ARCHIVE_QUOTA_BLOCK)
+                raise ArchiveQuotaBlocked(
+                    _archive_cover_block_message(db, user, r, plan, certs, candidate_keys)
+                )
         else:
             if not r.reason.strip() or not (r.evidence_urls.strip() or r.source_note.strip()):
                 raise ValueError('补分配必须有理由及依据')
             selected={('purchase',x) for x in r.purchase_cert_ids}|{('transport',x) for x in r.transport_cert_ids}
+            customer_rule = False
         # 校验器看到的是扣除原量、返还本计划旧账后的净可用量。
         base_totals={k:ZERO for k in usages}
         for kind,rows in settled.items():
             for row in rows: base_totals[(kind,row.allocation.permit_id)]+=row.actual_permit_quantity
         credits={k:SimpleNamespace(reserved_qty=u.reserved_qty+u.used_qty-base_totals[k]) for k,u in usages.items()}
-        extra_request=r.model_copy(update={'sources':[source.model_copy(update={'quantity':excess[source.source_id]}) for source in r.sources if source.source_id in excess]})
+        # 超额补扣需求仅为超出预占的部分。安排/完善并关闭写入的 manual_allocations
+        # 是整笔计划量，若原样带入会与超额需求冲突（证件明明够却报额度不足）。
+        extra_update = {
+            'sources': [
+                source.model_copy(update={'quantity': excess[source.source_id]})
+                for source in r.sources if source.source_id in excess
+            ],
+        }
+        if auto_cover:
+            extra_update['manual_allocations'] = []
+        extra_request = r.model_copy(update=extra_update)
         try:
             result=_reserve(db,user,extra_request,plan,certs,credits,{},selected,preview=True,lock_preview=True)
         except InsufficientQuota as exc:
-            if not contract_cover:
+            if not auto_cover:
                 raise
             from app.services.pl_quota_diagnostics import archive_quantity_shortfall_message
             cert_rows=[]
@@ -570,7 +703,8 @@ def _settle(db,user,r,certs,usages,items,plan):
             message=archive_quantity_shortfall_message(
                 getattr(exc, 'diagnostics', None), cert_rows, r.actual_by_source, excess,
                 {source.source_id: source.unit for source in r.sources})
-            raise ArchiveQuotaBlocked(message or ARCHIVE_QUOTA_BLOCK) from exc
+            fallback = CUSTOMER_ARCHIVE_QUOTA_BLOCK if customer_rule else ARCHIVE_QUOTA_BLOCK
+            raise ArchiveQuotaBlocked(message or fallback) from exc
         for kind in ('purchase','transport'):
             for row in result[kind+'Allocations']:
                 supplemental.append((kind,row))

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/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_cert_category_differential_save.py

@@ -0,0 +1,117 @@
+"""证用品类产品关联差量保存：软删后再加回须复用唯一键行。"""
+from datetime import datetime
+from types import SimpleNamespace
+
+import pytest
+from fastapi import HTTPException
+from sqlalchemy import create_engine
+from sqlalchemy.orm import Session
+
+from app.models.pl_quota_models import PlCertCategory, PlCertCategoryProduct
+from app.services import pl_cert_category_service as svc
+
+
+@pytest.fixture
+def db(monkeypatch):
+    engine = create_engine('sqlite://')
+    PlCertCategory.__table__.create(engine)
+    PlCertCategoryProduct.__table__.create(engine)
+    monkeypatch.setattr(svc, '_product_labels', lambda *a, **k: {})
+    with Session(engine) as session:
+        yield session
+    engine.dispose()
+
+
+def user(tenant='t', uid='editor'):
+    return SimpleNamespace(id=uid, tenant_no=tenant, dept_id='dept')
+
+
+def seed_category(db, id='cat', **extra):
+    values = dict(
+        id=id, category_name='硫酸', category_code='H2SO4', status='1',
+        tenant_no='t', create_by='creator', create_dept_id='dept',
+        create_time=datetime(2020, 1, 1), del_flag=0,
+    )
+    values.update(extra)
+    row = PlCertCategory(**values)
+    db.add(row)
+    db.flush()
+    return row
+
+
+def seed_link(db, id='link', product_id='339E64E02E7C41F3', del_flag=0, **extra):
+    values = dict(
+        id=id, category_id='cat', product_id=product_id, scope_status='active',
+        tenant_no='t', create_by='creator', create_dept_id='dept',
+        create_time=datetime(2020, 1, 1), del_flag=del_flag,
+    )
+    values.update(extra)
+    row = PlCertCategoryProduct(**values)
+    db.add(row)
+    db.flush()
+    return row
+
+
+def test_readd_soft_deleted_product_reuses_unique_key_row(db):
+    seed_category(db)
+    link = seed_link(db, del_flag=1)
+    result = svc.save_category(
+        db, user(),
+        {'categoryName': '硫酸', 'products': [{'productId': link.product_id}]},
+        category_id='cat',
+    )
+    db.flush()
+    assert db.query(PlCertCategoryProduct).count() == 1
+    assert link.del_flag == 0
+    assert link.create_by == 'creator'
+    assert link.create_time == datetime(2020, 1, 1)
+    assert link.update_by == 'editor'
+    assert result['products'][0]['id'] == link.id
+    assert result['products'][0]['productId'] == link.product_id
+
+
+def test_remove_then_readd_without_id_keeps_one_row(db):
+    seed_category(db)
+    link = seed_link(db)
+    svc.save_category(
+        db, user(),
+        {'categoryName': '硫酸', 'products': []},
+        category_id='cat',
+    )
+    assert link.del_flag == 1
+    svc.save_category(
+        db, user(),
+        {'categoryName': '硫酸', 'products': [{'productId': link.product_id, 'scopeStatus': 'active'}]},
+        category_id='cat',
+    )
+    db.flush()
+    assert db.query(PlCertCategoryProduct).count() == 1
+    assert link.del_flag == 0
+    assert link.scope_status == 'active'
+
+
+def test_no_id_reuses_active_row_by_product_id(db):
+    seed_category(db)
+    link = seed_link(db)
+    svc.save_category(
+        db, user(),
+        {'categoryName': '硫酸', 'products': [{'productId': link.product_id}]},
+        category_id='cat',
+    )
+    db.flush()
+    assert db.query(PlCertCategoryProduct).filter_by(del_flag=0).count() == 1
+    assert link.del_flag == 0
+    assert link.id == 'link'
+
+
+def test_deleted_explicit_id_is_rejected(db):
+    seed_category(db)
+    link = seed_link(db, del_flag=1)
+    with pytest.raises(HTTPException) as exc:
+        svc.save_category(
+            db, user(),
+            {'categoryName': '硫酸', 'products': [{'id': link.id, 'productId': link.product_id}]},
+            category_id='cat',
+        )
+    assert exc.value.status_code == 400
+    assert link.del_flag == 1

backend/tests/test_pl_quota_allocation.py

@@ -249,6 +249,11 @@ def test_same_city_settlement_does_not_require_transport_pairing():
     assert validate_allocation_pairing([demand], [purchase], [], []) is None
 
 
+def test_empty_transport_kind_settle_ignores_source_actuals():
+    """同市只结转购买证时，空的运输证分组对实运量应直接空结果，不报缺实际量。"""
+    assert settle_allocations([], {'city': D(10)}) == ()
+
+
 @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

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

backend/tests/test_pl_quota_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

@@ -41,14 +41,31 @@ def transport(**kw):
     return data
 
 
+def test_save_auto_enables_with_zero_opening(ctx):
+    """建档即启用：期初已用默认 0，无需手工期初确认。"""
+    db, u, s, m = ctx
+    row = s.save_cert(db, u, 'purchase', purchase())
+    assert row['status'] == 'active'
+    assert row['openingConfirmed'] is True
+    assert row['usedQty'] == Decimal('0')
+    assert row['verifiedBy'] == 'u'
+    assert row['verifiedTime'] is not None
+    log = db.query(m.PlCertQtyLog).filter_by(del_flag=0, event_type='opening').one()
+    assert (log.event_snapshot or {}).get('auto') is True
+    transport_row = s.save_cert(db, u, 'transport', transport())
+    assert transport_row['status'] == 'active' and transport_row['openingConfirmed'] is True
+
+
 def test_manual_optional_image_complete_fields(ctx):
     db,u,s,m = ctx
     data = purchase(buyerAddress='地址', buyerPhone='电话', buyerLegalRepresentative='甲', sellerAddress='乙址', sellerPhone='乙电话', sellerLegalRepresentative='乙', purchasePurpose='用途', issueDate='2026-01-01', validFrom='2026-01-01', validTo='2027-01-01')
     row = s.save_cert(db,u,'purchase',data)
     assert row['buyerAddress'] == '地址' and row['attachmentUrls'] is None
     assert row['totalQty'] == Decimal('100.123456')
-    assert row['status'] == 'draft'
-    assert db.query(m.PlCertQtyLog).count() == 0
+    assert row['status'] == 'active'
+    assert row['openingConfirmed'] is True
+    assert row['usedQty'] == Decimal('0')
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0, event_type='opening').count() == 1
     db.rollback()
     assert db.query(m.PlPurchaseCert).count() == 0
 
@@ -56,9 +73,8 @@ def test_manual_optional_image_complete_fields(ctx):
 def test_opening_confirmation_remains_visible_after_reverification_required(ctx):
     db, user, svc, models = ctx
     row = svc.save_cert(db, user, 'purchase', purchase())
-    assert row['openingConfirmed'] is False
-    row = svc.confirm_cert(db, user, 'purchase', row['id'], {
-        'operationId': 'op-ui', 'usedQty': '0', 'singleUseConsumed': False, 'reason': '全新证'})
+    assert row['openingConfirmed'] is True
+    assert row['status'] == 'active'
     changed = svc.save_cert(db, user, 'purchase', {'buyerAddress': '更正地址'}, row['id'])
     assert changed['verifiedTime'] is None
     assert changed['openingConfirmed'] is True
@@ -89,10 +105,12 @@ def test_reference_delta_omitted_empty_and_invalid_prewrite(ctx):
 def test_confirmation_and_history_protection(ctx):
     db,u,s,m=ctx
     row=s.save_cert(db,u,'purchase',purchase())
+    assert row['status']=='active' and row['openingConfirmed'] is True
     with pytest.raises((HTTPException,ValidationError)): s.confirm_cert(db,u,'purchase',row['id'],{'usedQty':'0','singleUseConsumed':True,'reason':'核对','operationId':'op'})
     row=s.confirm_cert(db,u,'purchase',row['id'],{'usedQty':'0','singleUseConsumed':True,'reason':'核对','evidenceUrls':'https://minio/evidence','operationId':'op'})
     assert row['openingSingleUseConsumed']==1 and row['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().event_type=='opening'
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().event_type=='opening'
+    # 建档自动期初后身份已锁定；手工覆盖期初后同样不可改核定量/证号。
     for data in ({'quantityUnit':'千克'},{'certNo':'new'},{'totalQty':'90'}):
         with pytest.raises(HTTPException): s.save_cert(db,u,'purchase',data,row['id'])
     with pytest.raises(HTTPException): s.delete_cert(db,u,'purchase',row['id'])
@@ -151,8 +169,9 @@ def test_opening_retry_preserves_balance_and_operation_identity(ctx):
     db.query(m.PlPurchaseCert).one().used_qty=Decimal('5')
     retry=s.confirm_cert(db,u,'purchase',row['id'],opening())
     assert retry['usedQty']==Decimal('5')
-    assert db.query(m.PlCertQtyLog).count()==1
-    assert db.query(m.PlCertOperation).count()==1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
+    # 自动期初操作号 + 手工期初操作号；重放不新增手工操作
+    assert db.query(m.PlCertOperation).filter_by(operation_id='opening').count()==1
     with pytest.raises(HTTPException): s.confirm_cert(db,u,'purchase',row['id'],opening(usedQty='7'))
     with pytest.raises(HTTPException): s.confirm_cert(db,u,'purchase',row['id'],opening(operationId='second'))
 
@@ -209,10 +228,11 @@ def test_reverify_after_correction_keeps_opening_and_balances(ctx):
     assert corrected['status']=='suspended' and corrected['verifiedBy'] is None
     result=s.verify_cert(db,u,'purchase',row['id'],{'operationId':'verify-1','reason':'地址更正核对','evidenceUrls':'https://minio/evidence'})
     assert result['status']=='active' and result['usedQty']==Decimal('5')
-    assert db.query(m.PlCertQtyLog).count()==1
-    assert db.query(m.PlCertOperation).count()==2
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
+    # 自动期初 + 手工期初 + 复核
+    assert db.query(m.PlCertOperation).count()==3
     result=s.verify_cert(db,u,'purchase',row['id'],{'operationId':'verify-1','reason':'地址更正核对','evidenceUrls':'https://minio/evidence'})
-    assert db.query(m.PlCertOperation).count()==2
+    assert db.query(m.PlCertOperation).count()==3
 
 
 def test_actual_scope_denies_user_without_roles(ctx):
@@ -261,7 +281,7 @@ def test_historical_opening_accepts_written_source_without_image(ctx):
     row=s.save_cert(db,u,'purchase',purchase())
     result=s.confirm_cert(db,u,'purchase',row['id'],{'operationId':'written-source','usedQty':'5','singleUseConsumed':True,'reason':'历史核对','sourceNote':'2026年10月纸质台账第3页，经张三核实'})
     assert result['usedQty']==Decimal('5') and result['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().event_snapshot['sourceNote'].startswith('2026')
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().event_snapshot['sourceNote'].startswith('2026')
 
 
 def test_unknown_use_text_is_preserved_and_requires_confirmation(ctx):
@@ -314,11 +334,11 @@ 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'},
@@ -423,7 +443,7 @@ def test_opening_verify_stale_operation_snapshot_uses_unique_insert_arbitration(
     result=fn(db,u,'purchase',p['id'],body)
     assert missed and result['id']==p['id']
     assert db.query(m.PlCertOperation).count()==count
-    assert db.query(m.PlCertQtyLog).count()==1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
 
 
 def test_opening_and_verify_allow_blank_reason(ctx):
@@ -431,7 +451,7 @@ def test_opening_and_verify_allow_blank_reason(ctx):
     p=s.save_cert(db,u,'purchase',purchase())
     row=s.confirm_cert(db,u,'purchase',p['id'],{**opening(),'reason':' '})
     assert row['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().reason==''
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().reason==''
     s.save_cert(db,u,'purchase',{'buyerAddress':'更正地址'},p['id'])
     verified=s.verify_cert(db,u,'purchase',p['id'],{'operationId':'verify-blank','reason':''})
     assert verified['status']=='active' and verified['verifiedTime']
@@ -440,10 +460,12 @@ def test_opening_and_verify_allow_blank_reason(ctx):
 def test_rejected_opening_rolls_back_claimed_operation(ctx):
     db,u,s,m=ctx
     p=s.save_cert(db,u,'purchase',purchase())
+    auto_ops = db.query(m.PlCertOperation).count()
+    auto_logs = db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()
     with pytest.raises(HTTPException):
         s.confirm_cert(db,u,'purchase',p['id'],{**opening(),'usedQty':'999'})
-    assert db.query(m.PlCertOperation).count()==0
-    assert db.query(m.PlCertQtyLog).count()==0
+    assert db.query(m.PlCertOperation).count()==auto_ops
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==auto_logs
 
 
 def test_replay_reads_current_certificate_and_opening_not_old_snapshot(ctx,monkeypatch):
@@ -472,7 +494,7 @@ def test_closed_certificate_keeps_history_and_cannot_be_reopened(ctx):
     used = confirmed['usedQty']
     closed = s.save_cert(db, u, 'purchase', {'status': 'closed'}, row['id'])
     assert closed['status'] == 'closed' and closed['usedQty'] == used
-    assert db.query(m.PlCertQtyLog).count() == 1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count() == 1
     for action, payload in (
         ('confirm', {**opening(), 'operationId': 'reopen-opening'}),
         ('verify', {'operationId': 'reopen-verify', 'reason': '重新启用'}),

backend/tests/test_pl_quota_cert_bindings.py

@@ -64,6 +64,44 @@ def test_create_with_bindings_and_bad_create_has_no_pending_row(case):
     assert result['id'] not in ('g1', 'g2')
 
 
+def test_create_with_empty_contract_bindings_auto_enables(case):
+    """前端保存常带 contractBindings:[]；必须与无合同集合路径一样自动启用并落库。"""
+    c = case
+    body = dict(
+        certNo='G-AUTO',
+        productNameOnCert='硫酸',
+        totalQty='300',
+        quantityUnit='吨',
+        validUseText='多次有效',
+        buyerName='买方',
+        sellerName='卖方',
+        contractBindings=[],
+    )
+    result = save(c, body, None)
+    assert result['status'] == 'active'
+    assert result['openingConfirmed'] is True
+    assert result['verifiedBy'] == 'u'
+    row = c.db.query(c.m.PlPurchaseCert).filter_by(id=result['id']).one()
+    assert row.status == 'active'
+    assert row.verified_by == 'u'
+    assert c.db.query(c.m.PlCertQtyLog).filter_by(
+        cert_id=result['id'], event_type='opening', del_flag=0,
+    ).count() == 1
+
+
+def test_get_cert_read_does_not_fake_enable_draft(case):
+    """只读详情/列表不得在未提交事务里把 draft 伪装成 active。"""
+    from app.services import pl_quota_cert_service as certs
+
+    c = case
+    row = c.db.query(c.m.PlPurchaseCert).filter_by(id='g1').one()
+    assert row.status == 'draft'
+    detail = certs.get_cert(c.db, c.user, 'purchase', 'g1')
+    assert detail['status'] == 'draft'
+    assert c.db.query(c.m.PlPurchaseCert).filter_by(id='g1').one().status == 'draft'
+    assert c.db.query(c.m.PlCertQtyLog).filter_by(cert_id='g1', del_flag=0).count() == 0
+
+
 def test_hidden_contract_cannot_be_cleared_but_face_can_change(case, monkeypatch):
     from app.services import pl_quota_cert_bindings as svc
     from app.models.crm_models import CrmContract

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

@@ -98,6 +98,31 @@ def test_zero_reservation_consumes_once_slot(case):
     assert c.db.query(c.m.PlPlanCertUsage).count()==2
     with pytest.raises(ValueError): run(c,operation_id='other',plan_id='other',sources=sources)
 
+def test_same_city_purchase_only_settle_without_transport(case):
+    """同市段只预占购买证时，归档结转不得因空运输证分组误报缺实际量。"""
+    c = case
+    sources = [dict(
+        source_stop_type='delivery', source_stop_id='stop', source_stop_product_id='sp',
+        plan_product_id='pp', contract_id='c', contract_product_id='cp', product_id='product',
+        quantity='1', unit='吨', fingerprint='fp', requires_transport=False,
+    )]
+    run(c, purchase_cert_ids=['p'], transport_cert_ids=[], sources=sources)
+    assert c.db.query(c.m.PlPlanCertUsage).count() == 1
+    assert c.db.get(c.m.PlPurchaseCert, 'p').reserved_qty == 1
+    run(
+        c,
+        operation_id='settle-same-city',
+        action='settle',
+        purchase_cert_ids=['p'],
+        transport_cert_ids=[],
+        sources=sources,
+        actual_by_source={'delivery:sp': '1'},
+    )
+    assert c.db.get(c.m.PlPurchaseCert, 'p').used_qty == 1
+    assert c.db.get(c.m.PlPurchaseCert, 'p').reserved_qty == 0
+    assert c.db.query(c.m.PlTransportCert).filter_by(id='t').one().used_qty == 0
+
+
 def test_same_cert_balance_covers_actual_above_reservation(case):
     c = case
     run(c)
@@ -108,6 +133,27 @@ def test_same_cert_balance_covers_actual_above_reservation(case):
     assert c.db.query(c.m.PlPlanCertUsage).count() == 2
 
 
+def test_auto_cover_ignores_arrangement_manuals_when_actual_exceeds_reservation(case):
+    """安排/完善并关闭写入的整笔 manual_allocations 不得挡住归档超额补扣。"""
+    c = case
+    manuals = [
+        dict(permit_kind='purchase', source_id='load:sp', permit_id='p', source_quantity='29', permit_quantity='29'),
+        dict(permit_kind='transport', source_id='load:sp', permit_id='t', source_quantity='29', permit_quantity='29'),
+    ]
+    run(c, manual_allocations=manuals)
+    # 归档请求仍带着计划量人工行（与完善并关闭后 cert_configuration 回灌一致）
+    run(
+        c,
+        operation_id='settle-with-stale-manuals',
+        action='settle',
+        actual_by_source={'load:sp': '35'},
+        manual_allocations=manuals,
+    )
+    assert c.db.get(c.m.PlPurchaseCert, 'p').used_qty == 35
+    assert c.db.get(c.m.PlPurchaseCert, 'p').reserved_qty == 0
+    assert c.db.get(c.m.PlTransportCert, 't').used_qty == 35
+
+
 def test_same_cert_without_enough_balance_asks_for_another_certificate(case):
     c = case
     c.db.get(c.m.PlPurchaseCert, 'p').total_qty = 30
@@ -245,7 +291,7 @@ 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, match='车号不在运输证范围'): run(c,vehicle_no='unknown')
+    with pytest.raises(ValueError, match='车牌号「unknown」不在运输证车号范围内'): run(c,vehicle_no='unknown')
 
 
 def test_reserve_uses_transport_cert_that_lists_the_vehicle(case):
@@ -262,9 +308,19 @@ def test_reserve_uses_transport_cert_that_lists_the_vehicle(case):
     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'):
+    with pytest.raises(ValueError, match='车牌号「NONE」不在运输证车号范围内'):
         run(c, operation_id='none', vehicle_no='NONE', purchase_cert_ids=['p', 'p2'], transport_cert_ids=['t', 't2'])
 
+
+def test_reserve_accepts_vehicle_no_with_trailing_spaces(case):
+    """计划车牌尾部空格不得误判为不在运输证车号范围。"""
+    c = case
+    # 证上车号无空格；计划侧常带尾部空格（与 PO20261115096 现场一致）
+    assert c.db.get(c.m.PlTransportCert, 't').vehicle_numbers_json == ['CAR']
+    run(c, vehicle_no='CAR ')
+    assert c.db.get(c.m.PlTransportCert, 't').reserved_qty == 29
+
+
 def test_no_cert_operation_is_still_idempotent(case):
     c=case
     first=run(c,sources=[],purchase_cert_ids=[],transport_cert_ids=[])
@@ -498,3 +554,50 @@ def test_new_current_usage_rejects_without_out_of_order_cert_lock(case,monkeypat
     assert c.db.get(c.m.PlPurchaseCert,'p').reserved_qty==29
     assert all(u.reserved_qty==29 for u in c.db.query(c.m.PlPlanCertUsage).all())
     assert c.db.query(c.m.PlCertOperation).count()==1
+
+
+def test_archive_cover_block_message_names_vehicle(monkeypatch):
+    """归档补证被车号挡住时，应点名车牌与运输证，而不是笼统额度不足。"""
+    from types import SimpleNamespace
+    from datetime import date
+    from app.services import pl_quota_usage_service as svc
+
+    transport = SimpleNamespace(
+        id='t1',
+        cert_no='Y-ARCH-1',
+        status='active',
+        verified_by='u',
+        verified_time=date(2026, 1, 1),
+        valid_from=date(2026, 1, 1),
+        valid_to=date(2027, 12, 31),
+        valid_use_text='多次有效',
+        vehicle_numbers_json=['皖A00000'],
+    )
+    r = SimpleNamespace(vehicle_no='皖A9BE91', on_date=date(2026, 11, 15))
+    plan = SimpleNamespace(id='plan1')
+    user = SimpleNamespace(tenant_no='t')
+
+    class OpeningQuery:
+        def first(self):
+            return SimpleNamespace(id='opening')
+
+    db = SimpleNamespace()
+    monkeypatch.setattr(
+        svc,
+        '_query',
+        lambda db, user, model, lock=True, **filters: OpeningQuery(),
+    )
+    monkeypatch.setattr(
+        'app.services.pl_quota_cert_service.ensure_zero_opening',
+        lambda db, user, kind, cert_id, row=None: row or transport,
+    )
+    monkeypatch.setattr(svc, 'usage_policy', lambda text: 'multi')
+    monkeypatch.setattr(svc, 'is_single_use_consumed', lambda *a, **k: False)
+
+    message = svc._archive_cover_block_message(
+        db, user, r, plan, {('transport', 't1'): transport}, [('transport', 't1')],
+    )
+    assert '皖A9BE91' in message
+    assert 'Y-ARCH-1' in message
+    assert '未包含车牌号' in message
+    assert '剩余额度不够覆盖本次实际数量' not in message

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-cert-quota-arrange-cutover.sql

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

docs/sql/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/2026-11-14-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-cert-quota-arrange-cutover.sql

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

docs/sql/migrations/2026-11-15-pl-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/2026-11-15-rename-contract-quota-to-customer-quota.sql

@@ -0,0 +1,16 @@
+-- 合同用证 → 客户用证（菜单展示名）；保留菜单 ID 与权限码。
+SET NAMES utf8mb4;
+START TRANSACTION;
+
+UPDATE sys_menu
+SET menu_name = '客户用证', update_time = NOW()
+WHERE del_flag = 0
+  AND (
+    id = 'PL_CONTRACT_QUOTA'
+    OR (path = 'contract-quota' AND perms = 'pl:quota-cert:list')
+    OR id = 'MINI_PL_CERT_CONTRACT'
+    OR perms = 'mini:pl:contract-quota:list'
+  )
+  AND menu_name = '合同用证';
+
+COMMIT;

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/2026-11-14-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。

docs/superpowers/specs/2026-11-15-pl-cert-quota-arrange-cutover-design.md

@@ -0,0 +1,30 @@
+# 证件额度切点：按首次安排时间（设计）
+
+工单：[#40](https://gitea.aichengyan.com/cykj/shanxia2.0/issues/40)
+
+## 背景
+
+原设计按计划 `create_time` 与 `effective_at` 比较打 `cert_quota_rule_version`。业务要求改为按**首次安排运输**时刻切点；切点前已安排的计划归档不再校购买证/运输证。
+
+## 定稿规则
+
+1. **未配置 `effective_at`**：安排仍 409 拦住（不变）。
+2. **首次安排**时写入：
+   - `cert_quota_arranged_at = 安排时刻`
+   - `cert_quota_rule_version = customer_category` 若 `安排时刻 >= effective_at`，否则 `legacy`
+3. **再次调整运输**：不重打 `cert_quota_arranged_at` / `cert_quota_rule_version`（冻结首次安排）。
+4. **创建计划**：不再按创建时间打标（可空，待安排时写入）。
+5. **归档**：
+   - `legacy`（切点前首次安排）：不校验、不扣购买证/运输证，额度结转按跳过处理，允许直接归档。
+   - `customer_category`：保持现有最新业务逻辑（选证、齐备仅放行安排、归档须真证等）。
+6. **历史已安排且缺 `cert_quota_arranged_at`**：归档/读规则时用关联 `pl_transport.create_time` 推断；若推断时刻 `< effective_at` 视为 `legacy` 祖父。
+
+## 范围
+
+- backend：切点服务、安排打标、归档跳过、迁移列
+- web-admin：系统信息「运输证件规则」说明文案
+
+## 非目标
+
+- 不批量改历史 `quota_cert_waived`
+- 不改选证算法本身

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

@@ -9,4 +9,5 @@ allowBuilds:
   core-js: false
   es5-ext: false
   esbuild: true
+  protobufjs: true
   vue-demi: true

web-admin/scripts/archive-quota-block-dialog.test.ts

@@ -0,0 +1,54 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+import { resolveArchiveQuotaBlockMode } from '../src/utils/pl-archive-quota-block'
+
+test('pending fulfill plan only alerts, no certificate-ready confirm', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode(
+      '实际数量已保存，证件没有扣减。请把实际数量改小，或先补充购买证和运输证，再重新归档。',
+      '用证没有完成',
+      { quotaCertPendingFulfill: 1, quotaCertWaived: 1 }
+    ),
+    'alert-pending'
+  )
+})
+
+test('already waived plan does not offer archive-time certificate ready', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode('余额不足', '用证没有完成', { quotaCertWaived: 1 }),
+    'alert-pending'
+  )
+})
+
+test('pending keywords still force alert mode without plan flags', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode(
+      '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',
+      '用证没有完成',
+      {}
+    ),
+    'alert-pending'
+  )
+})
+
+test('unmarked quota block only alerts, never offers certificate ready', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode(
+      '实际数量已保存，证件没有扣减。请把实际数量改小，或先补充购买证和运输证，再重新归档。',
+      '用证没有完成',
+      { quotaCertPendingFulfill: 0, quotaCertWaived: 0 }
+    ),
+    'alert-plain'
+  )
+})
+
+test('non quota-title blocks stay plain alert', () => {
+  assert.equal(resolveArchiveQuotaBlockMode('不能归档：缺证', '不能归档', {}), 'alert-plain')
+})
+
+test('missing actual-quantity settle error does not offer certificate ready', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode('必须明确提交每个来源的实际量', '用证没有完成', {}),
+    'alert-plain'
+  )
+})

web-admin/scripts/cert-ready-default.test.ts

@@ -25,6 +25,20 @@ test('incomplete certificate filter is sent as quotaCertWaivedIn=0', () => {
   assert.deepEqual(params, { quotaCertWaivedIn: '0' })
 })
 
+test('fulfill tab selection column is first among table columns', () => {
+  const web = readFileSync(new URL('../src/views/pl/cert-ready/index.vue', import.meta.url), 'utf8')
+  const selectionIdx = web.indexOf('type="selection"')
+  const columnsIdx = web.indexOf('v-for="column in columns"')
+  const actionsIdx = web.indexOf('label="操作"')
+  assert.ok(selectionIdx > 0, 'selection column missing')
+  assert.ok(columnsIdx > selectionIdx, 'selection must precede business columns')
+  assert.ok(actionsIdx > columnsIdx, 'actions must follow business columns')
+  assert.match(
+    web,
+    /v-if="listMode === 'fulfill'"[\s\S]*?type="selection"[\s\S]*?v-for="column in columns"/
+  )
+})
+
 test('web funnel and miniprogram status dropdown default to incomplete', () => {
   const web = readFileSync(new URL('../src/views/pl/cert-ready/index.vue', import.meta.url), 'utf8')
   const mobile = readFileSync(

web-admin/scripts/contract-proof-tab.test.ts

@@ -203,13 +203,14 @@ test('real template keeps plans quota proof order and separate lazy contract sco
     canViewQuotaCert: true,
     canViewProof: true,
     detailActiveTab: 'proof',
-    detailContract: { id: 42 }
+    detailContract: { id: 42, customerId: 'cust-42' }
   }
   const rows = panes(ctx)
   assert.deepEqual(
     rows.map((v: any) => v.props.name),
     ['plans', 'quota', 'proof']
   )
+  assert.equal(rows[1].props.label, '客户证件与额度')
   assert.equal(rows[2].props.label, '运输计划合法使用证明')
   assert.equal(rows[2].props.lazy, '')
   assert.equal(panel(rows[1]), undefined)
@@ -219,14 +220,19 @@ test('real template keeps plans quota proof order and separate lazy contract sco
   assert.equal(proof.props.active, true)
   assert.equal(proof.props.embedded, '')
   ctx.detailContract.id = 43
+  ctx.detailContract.customerId = 'cust-43'
   ctx.currentDetailId = 43
   assert.equal(panel(panes(ctx)[2]).key, 43)
+  ctx.detailActiveTab = 'quota'
+  const quota = panel(panes(ctx)[1])
+  assert.equal(quota.type?.name || quota.type, 'CustomerCertQuotaPanel')
+  assert.equal(quota.props['customer-id'] ?? quota.props.customerId, 'cust-43')
+  assert.equal(quota.props.active, true)
   ctx.canViewQuotaCert = false
   assert.deepEqual(
     panes(ctx).map((v: any) => v.props.name),
     ['plans', 'proof']
   )
-  ctx.detailActiveTab = 'quota'
   assert.equal(panel(panes(ctx)[1]), undefined)
 })
 
@@ -265,7 +271,14 @@ test('mounted template unmounts old contract and never mounts quota for proof-on
       }
     }),
     StopDocuments: Child('proof'),
-    ContractQuotaPanel: Child('quota'),
+    CustomerCertQuotaPanel: vue.defineComponent({
+      props: ['customerId', 'active'],
+      setup(props) {
+        lifecycle.push(`mount:quota:${props.customerId}`)
+        vue.onBeforeUnmount(() => lifecycle.push(`unmount:quota:${props.customerId}`))
+        return () => vue.h('span')
+      }
+    }),
     PlContractLinkedPlansPanel: vue.defineComponent({
       setup() {
         return () => vue.h('span')
@@ -282,7 +295,7 @@ test('mounted template unmounts old contract and never mounts quota for proof-on
     canViewQuotaCert: false,
     canViewProof: true,
     detailActiveTab: 'proof',
-    detailContract: { id: 'A' }
+    detailContract: { id: 'A', customerId: 'cust-A' }
   })
   const renderer = vue.createRenderer<any, any>({
     createElement: () => ({ children: [] }),

web-admin/scripts/customer-cert-quota-panel.test.ts

@@ -0,0 +1,126 @@
+import test from 'node:test'
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+
+test('web contract detail embeds customer cert panel and renamed tab', () => {
+  const source = readFileSync(
+    new URL('../src/views/crm/contract/components/ContractDetailDialog.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(source, /label="客户证件与额度"/)
+  assert.match(source, /CustomerCertQuotaPanel/)
+  assert.doesNotMatch(source, /ContractQuotaPanel/)
+  assert.match(source, /:customer-id="detailContract\.customerId"/)
+})
+
+test('h5 contract detail includes customer cert tab', () => {
+  const source = readFileSync(
+    new URL('../src/views/m/crm/contract/detail.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(source, /CustomerCertQuotaTab/)
+  assert.match(source, /客户证件与额度/)
+  assert.match(source, /canViewQuotaCert/)
+  assert.match(source, /:customer-id="contract\.customerId"/)
+})
+
+test('customer cert panel lists by customerId without contract bindings', () => {
+  const source = readFileSync(
+    new URL('../src/views/pl/contract-quota/CustomerCertQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(source, /quotaCertApi\.list\('purchase', \{ customerId \}\)/)
+  assert.match(source, /quotaCertApi\.list\('transport', \{ customerId \}\)/)
+  assert.match(source, /有效次数/)
+  assert.match(source, /singleUseConsumed/)
+  assert.doesNotMatch(source, /saveBindings|openCreate|bindings\(/)
+})
+
+test('standalone contract-quota page is customer quota list', () => {
+  const panel = readFileSync(
+    new URL('../src/views/pl/contract-quota/CustomerQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  const wrapper = readFileSync(
+    new URL('../src/views/pl/contract-quota/ContractQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  const router = readFileSync(new URL('../src/router/modules/pl.ts', import.meta.url), 'utf8')
+  assert.match(panel, /客户用证/)
+  assert.match(panel, /quotaStatisticsApi\.customers/)
+  assert.match(wrapper, /CustomerQuotaPanel/)
+  assert.match(router, /title: '客户用证'/)
+})
+
+test('web customer quota panel uses toQueryParams from useServerColumnFilters', () => {
+  const panel = readFileSync(
+    new URL('../src/views/pl/contract-quota/CustomerQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(panel, /toQueryParams/)
+  assert.match(panel, /\.\.\.toQueryParams\(\)/)
+  assert.doesNotMatch(panel, /\bbuildQuery\b/)
+  assert.doesNotMatch(panel, /\bresetFilters\b/)
+  assert.match(panel, /clearAllFilters/)
+  assert.match(panel, /watchVisibleColumns/)
+})
+
+test('web customer quota panel computes visibleDefs locally (not from composable)', () => {
+  const panel = readFileSync(
+    new URL('../src/views/pl/contract-quota/CustomerQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  assert.doesNotMatch(
+    panel,
+    /const \{[^}]*\bvisibleDefs\b[^}]*\} = usePersistedListColumns/
+  )
+  assert.match(
+    panel,
+    /const \{ visibleColumns, checkAll, isIndeterminate, resetToDefault \} = usePersistedListColumns/
+  )
+  assert.match(
+    panel,
+    /const visibleDefs = computed\(\(\) =>\s*columns\.filter\(\(column\) => visibleColumns\.value\.includes\(column\.prop\)\)/
+  )
+  assert.match(panel, /v-for="column in visibleDefs"/)
+})
+
+test('h5 customer tab renders customer fields without persisted column defs', () => {
+  const tab = readFileSync(
+    new URL('../src/views/m/pl/plan-cert/CustomerTab.vue', import.meta.url),
+    'utf8'
+  )
+  assert.doesNotMatch(tab, /usePersistedListColumns/)
+  assert.doesNotMatch(tab, /visibleDefs/)
+  assert.match(tab, /row\.customerName/)
+  assert.match(tab, /row\.customerNo/)
+  assert.match(tab, /row\.certCount/)
+})
+
+test('h5 customer quota tab does not call buildQuery', () => {
+  const tab = readFileSync(
+    new URL('../src/views/m/pl/plan-cert/CustomerTab.vue', import.meta.url),
+    'utf8'
+  )
+  assert.doesNotMatch(tab, /\bbuildQuery\b/)
+  assert.match(tab, /quotaStatisticsApi\.customers/)
+})
+
+test('web customer quota panel wires viewport height like StatisticsPanel', () => {
+  const panel = readFileSync(
+    new URL('../src/views/pl/contract-quota/CustomerQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(panel, /useElementSize\(tableWrapRef\)/)
+  assert.match(
+    panel,
+    /const expansionStyle = computed\(\(\) => \(\{[\s\S]*width: tableViewportWidth/
+  )
+  assert.match(panel, /tableEl: tableWrapRef/)
+  assert.match(panel, /pagerEl: pagerRef/)
+  assert.doesNotMatch(panel, /\bwrapRef\s*:/)
+  assert.doesNotMatch(
+    panel,
+    /const \{[^}]*\bexpansionStyle\b[^}]*\} = useListTableViewportHeight/
+  )
+})

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

@@ -0,0 +1,80 @@
+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/CustomerTab.vue', import.meta.url),
+  'utf8'
+)
+const planCertIndex = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/index.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 客户用证按客户列表展示证件', () => {
+  assert.match(contractTab, /quotaStatisticsApi\.customers/)
+  assert.match(contractTab, /\/m\/pl\/plan-cert\/customer\//)
+  assert.match(contractTab, /暂无客户用证数据/)
+  assert.match(planCertIndex, /title: '客户用证'/)
+  assert.match(planCertIndex, /客户名称 \/ 编号/)
+  assert.doesNotMatch(planCertIndex, /合同编号 \/ 名称 \/ 销售或购买单位/)
+})
+
+test('H5 客户用证详情显式导入 WebView 壳，避免空白页', () => {
+  const customerDetail = readFileSync(
+    new URL('../src/views/m/pl/plan-cert/customer-detail.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(customerDetail, /import MpWebviewShell from '@\/layouts\/MpWebviewShell\.vue'/)
+  assert.match(customerDetail, /import MpBusinessHeader from '@\/components\/mp\/MpBusinessHeader\.vue'/)
+  assert.match(customerDetail, /@ready="onShellReady"/)
+})
+
+test('H5 证件详情与建档列表展示系统客户和证用品类', () => {
+  const faceModel = readFileSync(
+    new URL('../src/views/m/pl/plan-cert/face-model.ts', import.meta.url),
+    'utf8'
+  )
+  const archiveTab = readFileSync(
+    new URL('../src/views/m/pl/plan-cert/ArchiveTab.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(faceModel, /label: '证用品类'/)
+  assert.match(faceModel, /certCategoryLabel/)
+  assert.match(archiveTab, /系统客户/)
+  assert.match(archiveTab, /证用品类/)
+  assert.match(archiveTab, /certCategoryLabel/)
+})
+
+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/pl-freight-calc-reset.test.ts

@@ -0,0 +1,91 @@
+import assert from 'node:assert/strict'
+import { existsSync, readFileSync } from 'node:fs'
+import test from 'node:test'
+import ts from 'typescript'
+import * as vue from 'vue'
+
+function loadFreightCalc() {
+  const path = new URL('../src/composables/usePlFreightCalc.ts', import.meta.url)
+  assert.ok(existsSync(path), 'usePlFreightCalc must exist')
+  const source = readFileSync(path, 'utf8')
+  const ast = ts.createSourceFile('usePlFreightCalc.ts', source, ts.ScriptTarget.Latest, true)
+  const code = ast.statements
+    .filter((node) => !ts.isImportDeclaration(node))
+    .map((node) => node.getText(ast))
+    .join('\n')
+  const compiled = ts.transpileModule(code, {
+    compilerOptions: { target: ts.ScriptTarget.ES2022, module: ts.ModuleKind.CommonJS }
+  }).outputText
+  const module = { exports: {} as Record<string, unknown> }
+  const requireStub = () => {
+    throw new Error('unexpected require in freight calc test harness')
+  }
+  // eslint-disable-next-line no-new-func
+  const factory = new Function(
+    'exports',
+    'require',
+    'module',
+    '__filename',
+    '__dirname',
+    'computed',
+    'ref',
+    'watch',
+    compiled + '\nmodule.exports = { usePlFreightCalc, sumProductActualQuantities };'
+  )
+  factory(
+    module.exports,
+    requireStub,
+    module,
+    'usePlFreightCalc.ts',
+    '.',
+    vue.computed,
+    vue.ref,
+    vue.watch
+  )
+  return module.exports as {
+    usePlFreightCalc: typeof import('../src/composables/usePlFreightCalc').usePlFreightCalc
+  }
+}
+
+test('resetFreightCalc re-sums transport qty from existing product actuals', async () => {
+  const { usePlFreightCalc } = loadFreightCalc()
+  const products = vue.ref([{ actualQty: 0.04, unit: '吨' }, { actualQty: 0.04, unit: '吨' }])
+  const hasFreight = vue.ref(1)
+  const freightType = vue.ref('by_weight')
+
+  const scope = vue.effectScope()
+  const calc = scope.run(() => usePlFreightCalc({ products, hasFreight, freightType }))
+  assert.ok(calc)
+  await vue.nextTick()
+  assert.equal(calc!.transportQty.value, 0.08)
+
+  calc!.resetFreightCalc()
+  await vue.nextTick()
+  assert.equal(calc!.transportQtyTouched.value, false)
+  assert.equal(
+    calc!.transportQty.value,
+    0.08,
+    'reset after products already loaded must not leave transport qty empty'
+  )
+  scope.stop()
+})
+
+test('resetFreightCalc restores product sum after manual transport qty edit', async () => {
+  const { usePlFreightCalc } = loadFreightCalc()
+  const products = vue.ref([{ actualQty: 0.04, unit: '吨' }])
+  const hasFreight = vue.ref(1)
+  const freightType = vue.ref('by_weight')
+
+  const scope = vue.effectScope()
+  const calc = scope.run(() => usePlFreightCalc({ products, hasFreight, freightType }))
+  assert.ok(calc)
+  await vue.nextTick()
+
+  calc!.transportQty.value = 9.9
+  calc!.markTransportQtyTouched()
+  calc!.resetFreightCalc()
+  await vue.nextTick()
+  assert.equal(calc!.transportQtyTouched.value, false)
+  assert.equal(calc!.transportQty.value, 0.04)
+  scope.stop()
+})

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/scripts/quota-statistics.test.ts

@@ -105,6 +105,9 @@ function harness(fixed?: string) {
     useServerColumnFilters,
     createStatisticsLoader,
     quotaStatisticsApi: api,
+    certQuotaRuleApi: {
+      get: async () => ({ configured: false })
+    },
     onBeforeUnmount: (fn: Function) => unmount.push(fn)
   }
   const src = ts.createSourceFile(
@@ -154,16 +157,21 @@ test('cert tabs keep their identities and legal proof is a sibling menu', () =>
   assert.equal(legal.meta!.title, '合法使用证明')
   assert.deepEqual(
     group.children!.filter((r) => !r.meta?.isHide).map((r) => r.path),
-    ['quota-cert', 'contract-quota', 'certificate-usage', 'plan-cert', 'cert-ready']
+    ['quota-cert', 'cert-category', 'contract-quota', 'certificate-usage', 'plan-cert', 'cert-ready']
   )
   assert.equal(group.children![0].id, 'PL_QUOTA_CERT')
-  assert.equal(group.children![3].id, 'PL00000000000000000000000000015')
+  assert.equal(group.children!.find((r) => r.path === 'contract-quota')?.meta?.title, '客户用证')
+  assert.equal(
+    group.children!.find((r) => r.path === 'plan-cert')?.id,
+    'PL00000000000000000000000000015'
+  )
   assert.deepEqual(
     group.children!.filter((r) => !r.meta?.isHide).map((r) => r.meta!.menuCode),
     [
       'pl:quota-cert:list',
       'pl:quota-cert:list',
       'pl:quota-cert:list',
+      'pl:quota-cert:list',
       'pl:plan-cert:list',
       'pl:cert-ready:list'
     ]
@@ -648,71 +656,58 @@ function compiledSfc(path: string, dependencies: Record<string, any>, inlineTemp
   )
   return new Function(...Object.keys(env), `${code}; return component`)(...Object.values(env))
 }
-for (const wrapper of [
-  'contract-quota/ContractQuotaPanel.vue',
-  'certificate-usage/CertificateUsagePanel.vue'
-]) {
-  for (const active of [undefined, false])
-    test(`compiled ${wrapper} ${active === false ? 'inactive skips requests' : 'defaults to active and loads'}`, async () => {
-      const calls: string[] = []
-      const dependencies = {
-        useUserStore: () => vue.reactive({ accessToken: 'token', getUserInfo: { tenantNo: 'a' } }),
-        useRouter: () => ({ push() {}, replace() {} }),
-        fetchGetMenuCodes: async () => {
-          calls.push('permissions')
-          return { all: true }
-        },
-        quotaStatisticsApi: {
-          contracts: async () => {
-            calls.push('contracts')
-            return { list: [], total: 0 }
-          },
-          certificates: async () => {
-            calls.push('certificates')
-            return { list: [], total: 0 }
-          }
-        },
-        usePersistedListColumns,
-        useServerColumnFilters,
-        createStatisticsLoader,
-        useElementSize: () => ({ width: vue.ref(1120) }),
-        useListTableViewportHeight: () => ({ tableHeight: vue.ref(400) }),
-        statusLabel: statisticsLabels.statusLabel,
-        contractTypeLabel: statisticsLabels.contractTypeLabel
-      }
-      // Compile the real inner setup too; only its visual child tree is omitted here.
-      const StatisticsPanel = compiledSfc(
-        '../src/views/pl/quota-statistics/StatisticsPanel.vue',
-        dependencies,
-        false
-      )
-      StatisticsPanel.render = () => null
-      const Wrapper = compiledSfc(`../src/views/pl/${wrapper}`, { StatisticsPanel })
-      const renderer = vue.createRenderer<any, any>({
-        createElement: () => ({}),
-        createText: () => ({}),
-        createComment: () => ({}),
-        setText: () => {},
-        setElementText: () => {},
-        parentNode: () => null,
-        nextSibling: () => null,
-        insert: () => {},
-        remove: () => {},
-        patchProp: () => {}
-      })
-      const app = renderer.createApp(Wrapper, active === undefined ? {} : { active })
-      app.mount({})
-      await flush()
-      await vue.nextTick()
-      assert.deepEqual(
-        calls,
-        active === false
-          ? []
-          : ['permissions', wrapper.startsWith('contract') ? 'contracts' : 'certificates']
-      )
-      app.unmount()
+for (const active of [undefined, false])
+  test(`compiled certificate-usage/CertificateUsagePanel.vue ${active === false ? 'inactive skips requests' : 'defaults to active and loads'}`, async () => {
+    const calls: string[] = []
+    const dependencies = {
+      useUserStore: () => vue.reactive({ accessToken: 'token', getUserInfo: { tenantNo: 'a' } }),
+      useRouter: () => ({ push() {}, replace() {} }),
+      fetchGetMenuCodes: async () => {
+        calls.push('permissions')
+        return { all: true }
+      },
+      quotaStatisticsApi: {
+        certificates: async () => {
+          calls.push('certificates')
+          return { list: [], total: 0 }
+        }
+      },
+      usePersistedListColumns,
+      useServerColumnFilters,
+      createStatisticsLoader,
+      useElementSize: () => ({ width: vue.ref(1120) }),
+      useListTableViewportHeight: () => ({ tableHeight: vue.ref(400) }),
+      statusLabel: statisticsLabels.statusLabel,
+      contractTypeLabel: statisticsLabels.contractTypeLabel
+    }
+    const StatisticsPanel = compiledSfc(
+      '../src/views/pl/quota-statistics/StatisticsPanel.vue',
+      dependencies,
+      false
+    )
+    StatisticsPanel.render = () => null
+    const Wrapper = compiledSfc('../src/views/pl/certificate-usage/CertificateUsagePanel.vue', {
+      StatisticsPanel
     })
-}
+    const renderer = vue.createRenderer<any, any>({
+      createElement: () => ({}),
+      createText: () => ({}),
+      createComment: () => ({}),
+      setText: () => {},
+      setElementText: () => {},
+      parentNode: () => null,
+      nextSibling: () => null,
+      insert: () => {},
+      remove: () => {},
+      patchProp: () => {}
+    })
+    const app = renderer.createApp(Wrapper, active === undefined ? {} : { active })
+    app.mount({})
+    await flush()
+    await vue.nextTick()
+    assert.deepEqual(calls, active === false ? [] : ['permissions', 'certificates'])
+    app.unmount()
+  })
 
 test('expanded content follows the table viewport width and keeps alignment local', () => {
   const h = harness()

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)$/]
+  const panelTitleBarTextRules = [/^(购买证与运输证|合法使用证明|计划用证|证件建档|证用品类|合同用证|客户用证|证件用量|计划段次用证|证书齐备|合同证件与额度|客户证件与额度|运输证件规则)$/]
   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/pl/index.ts

@@ -624,6 +624,13 @@ export interface Plan {
   hazardCertReady?: number
   hazardCertReadyBy?: string
   hazardCertReadyTime?: string
+  /** 证书齐备：新规则仅放行安排 */
+  quotaCertWaived?: number
+  quotaCertWaivedBy?: string
+  quotaCertWaivedByName?: string
+  quotaCertWaivedTime?: string
+  /** 新规则证书齐备待完善 */
+  quotaCertPendingFulfill?: number
   erpEntered?: number
   remark?: string
   createBy?: string

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[]
 }
@@ -59,8 +61,13 @@ export interface QuotaCert extends Omit<CertBody, 'status'> {
   verifiedTime?: string | null
   openingConfirmed: boolean
   usagePolicy: 'once' | 'multiple' | 'needs_confirmation'
+  singleUseConsumed?: boolean
   createTime?: string
   certType?: CertType
+  derivedCategoryIds?: string[]
+  derivedCategoryNames?: string[]
+  customerName?: string | null
+  categoryName?: string | null
 }
 export interface ScopeProduct {
   id?: string
@@ -128,8 +135,10 @@ export interface LegalDocument {
 }
 const base = '/transport/quota-certs'
 export const quotaCertApi = {
-  list: (kind: CertType, params: { keyword?: string; status?: string } = {}) =>
-    request.get(`${base}/${kind}`, { params }).then(pickBxData<QuotaCert[]>),
+  list: (
+    kind: CertType,
+    params: { keyword?: string; status?: string; customerId?: string } = {}
+  ) => request.get(`${base}/${kind}`, { params }).then(pickBxData<QuotaCert[]>),
   get: (kind: CertType, id: string) =>
     request.get(`${base}/${kind}/${id}`).then(pickBxData<QuotaCert>),
   save: (kind: CertType, body: CertBody, id?: string) =>
@@ -327,6 +336,7 @@ export interface PlanQuota {
   canSaveConfiguration?: boolean
   arrangeBlockMessage?: string
   quotaCertWaived?: boolean
+  certQuotaRuleVersion?: 'legacy' | 'customer_category' | string
   configuration: Partial<QuotaConfiguration>
   sourceOptions: QuotaSourceOption[]
   usages: Record<string, any>[]
@@ -393,7 +403,55 @@ export const certReadyApi = {
       .get(`${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 = {
@@ -451,6 +509,13 @@ export interface StatisticsPage<T> {
 export interface ContractStatisticsSummary extends ContractOption {
   certCount: number
 }
+export interface CustomerStatisticsSummary {
+  id: string
+  customerId: string
+  customerNo: string
+  customerName: string
+  certCount: number
+}
 export interface CertificateStatisticsSummary {
   id: string
   certId: string
@@ -469,6 +534,14 @@ export interface CertificateStatisticsSummary {
   buyPartyName?: string | null
   validUseText?: string | null
 }
+export interface CustomerStatistics extends CustomerStatisticsSummary {
+  certificates: (CertificateStatisticsSummary & {
+    usagePolicy?: QuotaCert['usagePolicy']
+    singleUseConsumed?: boolean
+    openingConfirmed?: boolean
+    createTime?: string
+  })[]
+}
 export interface StatisticsProduct {
   id: string
   contractProductId: string
@@ -526,6 +599,8 @@ export interface StatisticsQuery {
   contractNo?: string
   contractName?: string
   contractTypeIn?: string
+  customerNo?: string
+  customerName?: string
   certCountOp?: string
   certCount?: string
   certCountMin?: string
@@ -569,12 +644,18 @@ export const quotaStatisticsApi = {
     request
       .get(`${base}/statistics/contracts`, { params })
       .then(pickBxData<StatisticsPage<ContractStatisticsSummary>>),
+  customers: (params: StatisticsQuery) =>
+    request
+      .get(`${base}/statistics/customers`, { params })
+      .then(pickBxData<StatisticsPage<CustomerStatisticsSummary>>),
   certificates: (params: StatisticsQuery) =>
     request
       .get(`${base}/statistics/certificates`, { params })
       .then(pickBxData<StatisticsPage<CertificateStatisticsSummary>>),
   contract: (id: string) =>
     request.get(`${base}/contracts/${id}/statistics`).then(pickBxData<ContractStatistics>),
+  customer: (id: string) =>
+    request.get(`${base}/customers/${id}/statistics`).then(pickBxData<CustomerStatistics>),
   certificate: (kind: CertType, id: string) =>
     request.get(`${base}/${kind}/${id}/statistics`).then(pickBxData<CertificateStatistics>)
 }

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

@@ -299,6 +299,7 @@
     extractArchiveLineOverageDetail,
     showArchiveLineOverageConfirm
   } from '@/utils/pl-contract-qty-reminder'
+  import { resolveArchiveQuotaBlockMode } from '@/utils/pl-archive-quota-block'
 
   const props = defineProps<{
     visible: boolean
@@ -452,9 +453,15 @@
     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 || ''
@@ -1596,31 +1603,18 @@
 
   async function showArchiveQuotaBlockDialog(message: string, title = '不能归档') {
     const html = `<p class="pl-arrange-block-text">${escapeArchiveBlockText(message)}</p>`
-    if (title !== '用证没有完成') {
-      await ElMessageBox.alert(html, title, {
-        type: 'warning',
-        confirmButtonText: '知道了',
-        dangerouslyUseHTMLString: true,
-        customClass: 'pl-arrange-block-msgbox',
-        closeOnClickModal: false
-      }).catch(() => undefined)
-      return undefined
-    }
-    const readyHtml = `${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>`
-    try {
-      await ElMessageBox.confirm(readyHtml, title, {
-        type: 'warning',
-        confirmButtonText: '证书齐备',
-        cancelButtonText: '知道了',
-        dangerouslyUseHTMLString: true,
-        customClass: 'pl-arrange-block-msgbox',
-        closeOnClickModal: false,
-        distinguishCancelAndClose: true
-      })
-      return 'ready' as const
-    } catch {
-      return undefined
-    }
+    const mode = resolveArchiveQuotaBlockMode(message, title, plan.value)
+    const guide =
+      mode === 'alert-pending'
+        ? `${html}<p class="pl-arrange-block-text">该运输计划已走证书齐备，归档前须完善证件。请到「证书齐备 → 已标记待完善证书」上传购买证/运输证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,
+      customClass: 'pl-arrange-block-msgbox',
+      closeOnClickModal: false
+    }).catch(() => undefined)
   }
 
   function applyArchiveOverageHighlight(items: Array<Record<string, unknown>>) {
@@ -1655,13 +1649,7 @@
         // 业务异常已作为一次请求提交；补齐条件后允许新尝试，不回放旧异常。
         quotaArchiveAttempt = { signature: '', id: '' }
         const message = saved.quotaSettlementError
-        const choice = await showArchiveQuotaBlockDialog(message, '用证没有完成')
-        if (choice === 'ready' && current()) {
-          await planApi.markQuotaCertReady(targetId)
-          if (!current()) return
-          await submitArchiveWithOverageConfirm(targetId, frozenBody, current, confirmOverage)
-          return
-        }
+        await showArchiveQuotaBlockDialog(message, '用证没有完成')
         const error = new Error(message) as Error & { cancelled?: boolean }
         error.cancelled = true
         throw error

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-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-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">
@@ -98,7 +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"
@@ -118,7 +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>
@@ -750,13 +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)

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

@@ -133,10 +133,13 @@
     prefetchedArrange.value = null
     bootstrappedPlan.value = null
 
-    let data: Plan | null = props.seedPlan?.id === props.planId ? (props.seedPlan as Plan) : null
-    if (!data) {
+    // 打开详情始终回源，避免列表 seed 数量/装卸段滞后于库内已修正数据
+    let data: Plan | null = null
+    try {
       const res = await planApi.get(props.planId)
       data = pickBxData<Plan>(res) || ((res as { data?: Plan }).data ?? null)
+    } catch {
+      data = props.seedPlan?.id === props.planId ? (props.seedPlan as Plan) : null
     }
     if (!data) {
       throw new Error('运输计划数据无效')

web-admin/src/components/business/pl-plan-view-tabs/index.vue

@@ -234,8 +234,31 @@
       </section>
 
       <section class="pl-plan-form-section pl-plan-form-section--plain">
-        <h3 class="pl-plan-form-section-title">危化品证书信息</h3>
-        <PlPlanHazardCertViewTable :products="hazardProducts" />
+        <h3 class="pl-plan-form-section-title">关联购买证 / 运输证</h3>
+        <p v-if="plan?.quotaCertPendingFulfill" class="pl-plan-form-empty-hint">
+          证书齐备（待完善）：请到「证书齐备 → 已标记待完善证书」挂证并完善并关闭
+        </p>
+        <div v-else-if="linkedCertRows.length" class="pl-plan-linked-certs">
+          <div v-for="item in linkedCertRows" :key="item.key" class="pl-plan-linked-cert-block">
+            <div class="pl-plan-linked-cert-block__meta">
+              <el-tag size="small" :type="item.kind === 'purchase' ? 'success' : 'warning'">
+                {{ item.kind === 'purchase' ? '购买证' : '运输证' }}
+              </el-tag>
+              <span class="pl-plan-linked-cert-block__no">{{ item.certNo || item.certId }}</span>
+              <span class="pl-plan-linked-cert-block__qty"
+                >预占 {{ item.reservedQty }} / 已用 {{ item.usedQty }}</span
+              >
+            </div>
+            <div class="pl-plan-linked-cert-block__slot">
+              <span class="pl-plan-linked-cert-block__label">证件附件</span>
+              <div v-if="item.attachmentUrls" class="pl-plan-linked-cert-block__attachment">
+                <AttachmentUploadField :model-value="item.attachmentUrls" disabled />
+              </div>
+              <span v-else class="pl-plan-linked-cert-block__missing">未上传</span>
+            </div>
+          </div>
+        </div>
+        <p v-else class="pl-plan-form-empty-hint">暂无关联证件</p>
       </section>
 
       <section class="pl-plan-form-section pl-plan-form-section--plain">
@@ -413,7 +436,6 @@
     type BrandQtyRow
   } from '@/components/business/brand-qty-chips-field/index.vue'
   import PlPlanDriverFeedbackDialog from '@/components/business/pl-plan-driver-feedback-dialog/index.vue'
-  import PlPlanHazardCertViewTable from '@/components/business/pl-plan-hazard-cert-view-table/index.vue'
   import PlPlanArchiveBrandViewBlock from '@/components/business/pl-plan-archive-brand-view-block/index.vue'
   import PlPlanStopFeedbackPanel from '@/components/business/pl-plan-stop-feedback-panel/index.vue'
   import PlPlanStopProductTable from '@/components/business/pl-plan-stop-product-table/index.vue'
@@ -459,7 +481,6 @@
   } from '@/utils/pl-plan-stop-form'
   import { buildArchiveBrandViewsBySegment } from '@/utils/pl-plan-archive-brand-view'
   import { resolveFreightUnitLabel } from '@/composables/usePlFreightCalc'
-  import { isHazardProduct } from '@/composables/usePlToxicProductCertCheck'
   import { useDictStore } from '@/store/modules/dict'
   import { formatDate, formatDateTime } from '@/utils/format'
   import {
@@ -779,7 +800,14 @@
         transport.value?.feedbackRemark ||
         feedbackImageList.value.length ||
         transport.value?.feedbackQty != null ||
-        (transport.value?.driverProductFeedbacks || []).length
+        (transport.value?.driverProductFeedbacks || []).length ||
+        (transport.value?.driverStopFeedbacks || []).some(
+          (row) =>
+            (row.attachmentUrls && row.attachmentUrls.length > 0) ||
+            row.remark ||
+            row.feedbackTime ||
+            (row.products && row.products.length > 0)
+        )
     )
   )
 
@@ -1406,9 +1434,15 @@
     )
   }
 
-  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 feedbackBlocksBind = computed(() => ({
     feedbackEditable: props.feedbackEditable,
@@ -1435,7 +1469,27 @@
     ioOrderViewFields: ioOrderViewFields.value,
     ioOrderImageCsv: ioOrderImageCsv.value,
     siteFeedbackTableRows: siteFeedbackTableRows.value,
-    dibangPlanRows: dibangPlanRows.value
+    dibangPlanRows: dibangPlanRows.value,
+    driverStopFeedbacks: (transport.value?.driverStopFeedbacks || []).map((row) => ({
+      stopType: row.stopType,
+      stopId: row.stopId,
+      label: row.label,
+      customerName: row.customerName,
+      attachmentUrls: row.attachmentUrls,
+      remark: row.remark,
+      feedbackTime: row.feedbackTime
+    })),
+    siteStopFeedbacks: (transport.value?.siteStopFeedbacks || []).map((row) => ({
+      stopType: row.stopType,
+      stopId: row.stopId,
+      label: row.label,
+      customerName: row.customerName,
+      businessType: row.businessType,
+      quantity: row.quantity != null ? Number(row.quantity) : undefined,
+      attachmentUrls: row.attachmentUrls,
+      remark: row.remark,
+      feedbackTime: row.feedbackTime
+    }))
   }))
 
   const feedbackBlocksOn = {
@@ -1588,23 +1642,43 @@
     return fields
   })
 
-  /** 危化证区域展示 CRM 标准名（productRows 已回填 standardProductName；库内 productName 可能是别名） */
-  const hazardProducts = computed(() =>
-    products.value
-      .filter((item) => isHazardProduct(item))
-      .map((item) => {
-        const formRow = item.id ? planProductFormById.value.get(String(item.id)) : undefined
-        const standardName = String(formRow?.standardProductName || '').trim()
-        if (!standardName || standardName === item.productName) return item
-        return { ...item, productName: standardName }
-      })
-  )
+  const linkedCertRows = ref<
+    Array<{
+      key: string
+      kind: string
+      certId: string
+      certNo?: string
+      reservedQty: string | number
+      usedQty: string | number
+      attachmentUrls: string
+    }>
+  >([])
+
+  async function loadLinkedCerts(planId: string) {
+    linkedCertRows.value = []
+    try {
+      const { planQuotaApi } = await import('@/api/pl/quota-cert')
+      const data = await planQuotaApi.get(planId)
+      linkedCertRows.value = (data?.usages || []).map((u: any, index: number) => ({
+        key: `${u.certType || u.cert_type}-${u.certId || u.cert_id}-${index}`,
+        kind: String(u.certType || u.cert_type || ''),
+        certId: String(u.certId || u.cert_id || ''),
+        certNo: u.certNo || u.cert_no || u.certNoSnapshot || u.cert_no_snapshot,
+        reservedQty: u.reservedQty ?? u.reserved_qty ?? '—',
+        usedQty: u.usedQty ?? u.used_qty ?? '—',
+        attachmentUrls: String(u.attachmentUrls || u.attachment_urls || '').trim()
+      }))
+    } catch {
+      linkedCertRows.value = []
+    }
+  }
 
   async function runLoadDetail(planId: string) {
     await loadDetail(planId, {
       initialPlan: props.initialPlan?.id === planId ? props.initialPlan : null,
       prefetchedArrange: props.prefetchedArrange
     })
+    await loadLinkedCerts(planId)
   }
 
   watch(
@@ -1852,6 +1926,93 @@
     white-space: pre-wrap;
   }
 
+  .pl-plan-linked-certs {
+    display: flex;
+    flex-direction: column;
+    gap: 12px;
+  }
+
+  .pl-plan-linked-cert-block {
+    display: flex;
+    align-items: flex-start;
+    flex-wrap: wrap;
+    gap: 10px 16px;
+    padding: 14px 16px;
+    border: 1px solid var(--border, #d9e8e2);
+    border-radius: 10px;
+    background: #fff;
+  }
+
+  .pl-plan-linked-cert-block__meta {
+    display: flex;
+    align-items: center;
+    flex-wrap: wrap;
+    gap: 8px 12px;
+    min-width: 0;
+  }
+
+  .pl-plan-linked-cert-block__no {
+    font-size: 14px;
+    font-weight: 600;
+    color: #1e293b;
+    word-break: break-all;
+  }
+
+  .pl-plan-linked-cert-block__qty {
+    font-size: 13px;
+    color: var(--mint-text-muted, #64748b);
+  }
+
+  .pl-plan-linked-cert-block__slot {
+    display: inline-flex;
+    align-items: flex-start;
+    gap: 8px;
+  }
+
+  .pl-plan-linked-cert-block__label {
+    flex-shrink: 0;
+    color: var(--mint-text);
+    font-size: 13px;
+    line-height: 1.4;
+    white-space: nowrap;
+  }
+
+  .pl-plan-linked-cert-block__attachment {
+    display: inline-flex;
+    flex-shrink: 0;
+
+    :deep(.attachment-upload) {
+      width: auto;
+    }
+
+    :deep(.attachment-list) {
+      gap: 8px;
+    }
+
+    :deep(.attachment-item) {
+      width: 140px;
+      margin-bottom: 0;
+      border-radius: 8px;
+    }
+
+    :deep(.attachment-preview) {
+      height: 96px;
+    }
+  }
+
+  .pl-plan-linked-cert-block__missing {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    width: 140px;
+    height: 96px;
+    border: 1px dashed var(--border, #d9e8e2);
+    border-radius: 8px;
+    background: var(--table-head, #f8fafc);
+    color: var(--mint-text-muted);
+    font-size: 12px;
+  }
+
   .pl-plan-kv-grid {
     display: grid;
     grid-template-columns: repeat(4, minmax(0, 1fr));

web-admin/src/composables/usePlFreightCalc.ts

@@ -86,11 +86,13 @@ export function usePlFreightCalc(options: {
   )
 
   function resetFreightCalc() {
-    transportQty.value = null
     transportQtyTouched.value = false
     freightAmount.value = null
     freightAmountTouched.value = false
     freightPrice.value = null
+    // 产品已加载时 watch 不会因 reset 重跑；须立即按当前实际数量回填，
+    // 否则归档弹窗再次打开会误报「运输量须大于0」。
+    transportQty.value = defaultTransportQty.value || null
   }
 
   function markTransportQtyTouched() {

web-admin/src/env.d.ts

@@ -39,6 +39,16 @@ declare module '@turbodocx/html-to-docx/dist/html-to-docx.browser.esm.js' {
   export default HTMLtoDOCX
 }
 
+declare module '@univerjs/preset-sheets-core/locales/zh-CN' {
+  const locale: Record<string, string>
+  export default locale
+}
+
+declare module '@univerjs/preset-sheets-filter/locales/zh-CN' {
+  const locale: Record<string, string>
+  export default locale
+}
+
 declare module 'qrcode.vue' {
   export type Level = 'L' | 'M' | 'Q' | 'H'
   export type RenderAs = 'canvas' | 'svg'

web-admin/src/layouts/MpWebviewShell.vue

@@ -133,7 +133,7 @@
       mode: 'list',
       title: '运输证件管理',
       search: '证件编号 / 品名',
-      tabs: ['证件建档', '合同用证', '证件用量', '计划段次用证', '证书齐备'],
+      tabs: ['证件建档', '客户用证', '证件用量', '计划段次用证', '证书齐备'],
       filters: [],
       caption: '正在加载运输证件管理'
     }

web-admin/src/router/modules/pl.ts

@@ -68,12 +68,19 @@ export const plRoutes: AppRouteRecord[] = [
             component: '/pl/quota-cert/index',
             meta: { title: '证件建档', keepAlive: false, menuCode: 'pl:quota-cert:list' }
           },
+          {
+            id: 'PL_CERT_CATEGORY',
+            name: 'PlCertCategory',
+            path: 'cert-category',
+            component: '/pl/cert-category/index',
+            meta: { title: '证用品类', keepAlive: false, menuCode: 'pl:quota-cert:list' }
+          },
           {
             id: 'PL_CONTRACT_QUOTA',
             name: 'PlContractQuota',
             path: 'contract-quota',
             component: '/pl/contract-quota/index',
-            meta: { title: '合同用证', keepAlive: false, menuCode: 'pl:quota-cert:list' }
+            meta: { title: '客户用证', keepAlive: false, menuCode: 'pl:quota-cert:list' }
           },
           {
             id: 'PL_CERTIFICATE_USAGE',

web-admin/src/router/modules/sqxp.ts

@@ -727,6 +727,17 @@ export const sqxpAdminRoutes: AppRouteRecord[] = [
               menuCode: 'system:dict:list'
             }
           },
+          {
+            id: 'SYSM_CERT_QUOTA_RULE',
+            name: 'CertQuotaRule',
+            path: 'cert-quota-rule',
+            component: '/system/cert-quota-rule/index',
+            meta: {
+              title: '运输证件规则',
+              keepAlive: false,
+              menuCode: 'system:tenant:list'
+            }
+          },
           {
             id: '106',
             name: 'Menu',

web-admin/src/router/routes/staticRoutes.ts

@@ -171,11 +171,17 @@ export const staticRoutes: AppRouteRecordRaw[] = [
     component: () => import('@views/m/pl/plan-cert/archive-detail.vue'),
     meta: { title: '证件建档', isHideTab: true, isMpWebview: true }
   },
+  {
+    path: '/m/pl/plan-cert/customer/:id',
+    name: 'MpPlPlanCertCustomer',
+    component: () => import('@views/m/pl/plan-cert/customer-detail.vue'),
+    meta: { title: '客户用证', isHideTab: true, isMpWebview: true }
+  },
   {
     path: '/m/pl/plan-cert/contract/:id',
     name: 'MpPlPlanCertContract',
-    component: () => import('@views/m/pl/plan-cert/contract-detail.vue'),
-    meta: { title: '合同用证', isHideTab: true, isMpWebview: true }
+    redirect: { name: 'MpPlPlanCert', query: { tab: 'contract' } },
+    meta: { title: '客户用证', isHideTab: true, isMpWebview: true }
   },
   {
     path: '/m/pl/plan-cert/usage/:kind/:id',

web-admin/src/styles/mp-crm-primitives.scss

@@ -407,6 +407,14 @@
   justify-content: flex-end;
 }
 
+.mp-crm-att-grid .att-icon--copy {
+  right: 0;
+  bottom: 0;
+  top: auto;
+  align-items: flex-end;
+  justify-content: flex-end;
+}
+
 .mp-crm-att-grid .att-icon > span {
   display: flex;
   align-items: center;
@@ -426,6 +434,10 @@
   background: #087f57;
 }
 
+.mp-crm-att-grid .att-icon--copy > span {
+  background: #0f766e;
+}
+
 .mp-crm-att-grid .att-uploading {
   position: absolute;
   inset: 0;

web-admin/src/utils/clipboard.image.test.ts

@@ -0,0 +1,116 @@
+import assert from 'node:assert/strict'
+import { afterEach, before, describe, it } from 'node:test'
+import {
+  copyAttachmentImageToClipboard,
+  copyImageBlobToClipboard,
+  ensurePngBlob
+} from './clipboard'
+
+class FakeClipboardItem {
+  readonly types: string[]
+  private readonly data: Record<string, Blob>
+  constructor(items: Record<string, Blob>) {
+    this.data = items
+    this.types = Object.keys(items)
+  }
+  async getType(type: string) {
+    return this.data[type]
+  }
+}
+
+before(() => {
+  if (typeof globalThis.ClipboardItem === 'undefined') {
+    ;(globalThis as unknown as { ClipboardItem: typeof FakeClipboardItem }).ClipboardItem =
+      FakeClipboardItem
+  }
+  if (typeof globalThis.navigator === 'undefined') {
+    ;(globalThis as unknown as { navigator: Navigator }).navigator = {} as Navigator
+  }
+})
+
+const originalClipboard = globalThis.navigator?.clipboard
+
+afterEach(() => {
+  if (typeof globalThis.navigator === 'undefined') return
+  Object.defineProperty(globalThis.navigator, 'clipboard', {
+    configurable: true,
+    value: originalClipboard
+  })
+})
+
+describe('ensurePngBlob', () => {
+  it('returns the same blob when type is already image/png', async () => {
+    const png = new Blob([new Uint8Array([1, 2, 3])], { type: 'image/png' })
+    const out = await ensurePngBlob(png)
+    assert.equal(out, png)
+    assert.equal(out.type, 'image/png')
+  })
+})
+
+describe('copyImageBlobToClipboard', () => {
+  it('writes a ClipboardItem with image/png and returns true', async () => {
+    const written: ClipboardItem[] = []
+    Object.defineProperty(globalThis.navigator, 'clipboard', {
+      configurable: true,
+      value: {
+        write: async (items: ClipboardItem[]) => {
+          written.push(...items)
+        }
+      }
+    })
+
+    const png = new Blob([new Uint8Array([9])], { type: 'image/png' })
+    const ok = await copyImageBlobToClipboard(png)
+    assert.equal(ok, true)
+    assert.equal(written.length, 1)
+    const types = written[0].types
+    assert.ok(types.includes('image/png'))
+  })
+
+  it('returns false when clipboard.write is unavailable', async () => {
+    Object.defineProperty(globalThis.navigator, 'clipboard', {
+      configurable: true,
+      value: {}
+    })
+    const png = new Blob([new Uint8Array([1])], { type: 'image/png' })
+    assert.equal(await copyImageBlobToClipboard(png), false)
+  })
+})
+
+describe('copyAttachmentImageToClipboard', () => {
+  it('returns false for non-image attachments without fetching', async () => {
+    let fetched = false
+    const ok = await copyAttachmentImageToClipboard(
+      { fileUrl: 'https://example.com/a.pdf', fileName: 'a.pdf' },
+      {
+        fetchBlob: async () => {
+          fetched = true
+          return new Blob(['x'], { type: 'application/pdf' })
+        }
+      }
+    )
+    assert.equal(ok, false)
+    assert.equal(fetched, false)
+  })
+
+  it('fetches image blob and copies via clipboard', async () => {
+    const written: ClipboardItem[] = []
+    Object.defineProperty(globalThis.navigator, 'clipboard', {
+      configurable: true,
+      value: {
+        write: async (items: ClipboardItem[]) => {
+          written.push(...items)
+        }
+      }
+    })
+
+    const ok = await copyAttachmentImageToClipboard(
+      { fileUrl: 'https://example.com/a.jpg', fileName: 'a.jpg' },
+      {
+        fetchBlob: async () => new Blob([new Uint8Array([7])], { type: 'image/png' })
+      }
+    )
+    assert.equal(ok, true)
+    assert.equal(written.length, 1)
+  })
+})

web-admin/src/utils/clipboard.ts

@@ -2,9 +2,15 @@
  * 复制文本到剪贴板。
  * 小程序 web-view / H5 iframe 常被 Permissions Policy 拦截 Clipboard API，
  * 需回退到 execCommand，必要时再交给壳页复制。
+ * 另提供图片 Blob / 附件图片写入系统剪贴板（ClipboardItem）。
  */
 import { MP_WEBVIEW_COPY_TEXT } from '@/utils/mp-webview'
 
+export type AttachmentClipboardItem = {
+  fileUrl?: string
+  fileName?: string
+}
+
 function fallbackExecCommandCopy(text: string): boolean {
   try {
     const textarea = document.createElement('textarea')
@@ -64,3 +70,82 @@ export async function copyTextToClipboard(text: string): Promise<boolean> {
 
   return tryCopyViaMpWebviewHost(value)
 }
+
+/** 与 download-attachment 图片判定对齐，避免测试静态拉入整条 API 依赖链 */
+function isImageAttachment(file: AttachmentClipboardItem): boolean {
+  const name = String(file.fileName || '').toLowerCase()
+  const url = String(file.fileUrl || '')
+    .split('?')[0]
+    .toLowerCase()
+  return (
+    /\.(jpg|jpeg|png|gif|bmp|webp|svg)$/i.test(name) ||
+    /\.(jpg|jpeg|png|gif|bmp|webp|svg)$/i.test(url)
+  )
+}
+
+/** 已是 PNG 则原样返回；否则经 canvas 转为 image/png。 */
+export async function ensurePngBlob(blob: Blob): Promise<Blob> {
+  if (blob.type === 'image/png') return blob
+
+  if (typeof createImageBitmap === 'function' && typeof document !== 'undefined') {
+    const bitmap = await createImageBitmap(blob)
+    try {
+      const canvas = document.createElement('canvas')
+      canvas.width = bitmap.width
+      canvas.height = bitmap.height
+      const ctx = canvas.getContext('2d')
+      if (!ctx) throw new Error('canvas 2d unavailable')
+      ctx.drawImage(bitmap, 0, 0)
+      const png = await new Promise<Blob>((resolve, reject) => {
+        canvas.toBlob((b) => (b ? resolve(b) : reject(new Error('toBlob failed'))), 'image/png')
+      })
+      return png
+    } finally {
+      bitmap.close?.()
+    }
+  }
+
+  // 无 canvas 环境时仍尝试按原类型写入（部分浏览器接受 image/jpeg）
+  return blob
+}
+
+/** 将图片 Blob 写入系统剪贴板；失败返回 false。 */
+export async function copyImageBlobToClipboard(blob: Blob): Promise<boolean> {
+  if (!blob || blob.size <= 0) return false
+  try {
+    if (typeof navigator === 'undefined' || !navigator.clipboard?.write) return false
+    if (typeof ClipboardItem === 'undefined') return false
+    const png = await ensurePngBlob(blob)
+    const type = png.type || 'image/png'
+    await navigator.clipboard.write([new ClipboardItem({ [type]: png })])
+    return true
+  } catch {
+    return false
+  }
+}
+
+export type CopyAttachmentImageOptions = {
+  fullFileUrl?: (url: string) => string
+  /** 测试可注入；默认走预签名下载 Blob */
+  fetchBlob?: (
+    file: AttachmentClipboardItem,
+    options?: { fullFileUrl?: (url: string) => string }
+  ) => Promise<Blob>
+}
+
+/** 仅图片附件：拉取 Blob 后写入剪贴板；非图片返回 false。 */
+export async function copyAttachmentImageToClipboard(
+  file: AttachmentClipboardItem,
+  options?: CopyAttachmentImageOptions
+): Promise<boolean> {
+  if (!isImageAttachment(file)) return false
+  try {
+    const fetchBlob =
+      options?.fetchBlob ||
+      (await import('@/utils/download-attachment')).fetchAttachmentBlob
+    const blob = await fetchBlob(file, { fullFileUrl: options?.fullFileUrl })
+    return await copyImageBlobToClipboard(blob)
+  } catch {
+    return false
+  }
+}

web-admin/src/utils/list-excel-copy.test.ts

@@ -1,11 +1,13 @@
 import assert from 'node:assert/strict'
 import { describe, it } from 'node:test'
 import {
+  buildExcelSnapshot,
   buildExcelTsv,
   excelCell,
   isCopyableColumn,
   isRowSelectorColumn,
   resolveCopyAxes,
+  snapshotToUniverCellData,
   toggleAxis
 } from './list-excel-copy'
 
@@ -135,3 +137,45 @@ describe('buildExcelTsv', () => {
     assert.equal(tsv, '联系人\t状态\r\n张三\t合作中\r\n李四\t跟进中')
   })
 })
+
+describe('buildExcelSnapshot', () => {
+  it('keeps copyable columns, cleans cells, and drops 操作', () => {
+    const snapshot = buildExcelSnapshot({
+      columns: [
+        { id: 'name', label: ' 联系人\n' },
+        { id: 'act', label: '操作' },
+        { id: 'status', label: '状态' }
+      ],
+      rowValues: [
+        ['张三\t甲', '编辑', '合作中'],
+        ['李四', '删除', '跟进中']
+      ]
+    })
+    assert.deepEqual(snapshot.headers, ['联系人', '状态'])
+    assert.deepEqual(snapshot.rows, [
+      ['张三 甲', '合作中'],
+      ['李四', '跟进中']
+    ])
+  })
+
+  it('returns empty snapshot when no copyable columns', () => {
+    const snapshot = buildExcelSnapshot({
+      columns: [{ id: 'a', label: '操作' }],
+      rowValues: [['x']]
+    })
+    assert.deepEqual(snapshot, { headers: [], rows: [] })
+  })
+})
+
+describe('snapshotToUniverCellData', () => {
+  it('puts headers on row 0 and data from row 1', () => {
+    const cellData = snapshotToUniverCellData({
+      headers: ['A', 'B'],
+      rows: [['1', '2']]
+    })
+    assert.deepEqual(cellData[0][0], { v: 'A', t: 1 })
+    assert.deepEqual(cellData[0][1], { v: 'B', t: 1 })
+    assert.deepEqual(cellData[1][0], { v: '1', t: 1 })
+    assert.deepEqual(cellData[1][1], { v: '2', t: 1 })
+  })
+})

web-admin/src/utils/list-excel-copy.ts

@@ -68,6 +68,54 @@ export function buildExcelTsv(headers: string[], rows: string[][]): string {
   return lines.join('\r\n')
 }
 
+/** 灌入只读在线表格的快照：表头 + 当前页文本矩阵 */
+export type ListExcelSnapshot = {
+  headers: string[]
+  rows: string[][]
+}
+
+/**
+ * 从可复制列与行文本构建快照。headers/rows 均经 excelCell 清洗。
+ * rowValues 与 columns 按下标对齐；操作列等会被跳过。
+ * 无可复制列时返回 { headers: [], rows: [] }。
+ */
+export function buildExcelSnapshot(input: {
+  columns: ListExcelColumn[]
+  /** 与 columns 按下标对齐的行文本；通常来自表格 DOM textContent */
+  rowValues: string[][]
+}): ListExcelSnapshot {
+  const indices: number[] = []
+  const headers: string[] = []
+  input.columns.forEach((col, index) => {
+    if (!col.id || !isCopyableColumn(col)) return
+    indices.push(index)
+    headers.push(excelCell(col.label))
+  })
+  if (!indices.length) return { headers: [], rows: [] }
+  const rows = input.rowValues.map((row) =>
+    indices.map((colIndex) => excelCell(row[colIndex] ?? ''))
+  )
+  return { headers, rows }
+}
+
+/** 将快照转为 Univer cellData（第 0 行为表头）。 */
+export function snapshotToUniverCellData(snapshot: ListExcelSnapshot): Record<
+  number,
+  Record<number, { v: string; t: number }>
+> {
+  const cellData: Record<number, Record<number, { v: string; t: number }>> = {}
+  const writeRow = (r: number, values: string[]) => {
+    const row: Record<number, { v: string; t: number }> = {}
+    values.forEach((value, c) => {
+      row[c] = { v: value, t: 1 }
+    })
+    cellData[r] = row
+  }
+  writeRow(0, snapshot.headers)
+  snapshot.rows.forEach((row, index) => writeRow(index + 1, row))
+  return cellData
+}
+
 function range(count: number): number[] {
   return Array.from({ length: count }, (_, index) => index)
 }

web-admin/src/utils/pl-archive-quota-block.ts

@@ -0,0 +1,27 @@
+/** 归档用证拦截弹窗：只提醒，不在归档界面提供「证书齐备」操作。 */
+
+export type ArchiveQuotaBlockMode = 'alert-pending' | 'alert-plain'
+
+export type ArchiveQuotaBlockPlanFlags = {
+  quotaCertPendingFulfill?: number | boolean | null
+  quotaCertWaived?: number | boolean | null
+}
+
+function flagOn(value: number | boolean | null | undefined) {
+  return value === true || Number(value || 0) === 1
+}
+
+export function resolveArchiveQuotaBlockMode(
+  message: string,
+  title: string,
+  plan?: ArchiveQuotaBlockPlanFlags | null
+): ArchiveQuotaBlockMode {
+  const pendingByMessage =
+    message.includes('待完善') ||
+    message.includes('完善并关闭') ||
+    message.includes('证书齐备待完善')
+  const pendingByPlan = flagOn(plan?.quotaCertPendingFulfill) || flagOn(plan?.quotaCertWaived)
+  if (title !== '用证没有完成') return 'alert-plain'
+  if (pendingByPlan || pendingByMessage) return 'alert-pending'
+  return 'alert-plain'
+}

web-admin/src/utils/pl-quota-cert-waiver.ts

@@ -1,10 +1,16 @@
 /** 已标记证书齐备时，只保留服务端仍要拦住的来源问题，不再用本地两证缺口补一条拦截。 */
 export function toxicArrangeBlockMessage(
-  quota: { quotaCertWaived?: boolean; arrangeBlockMessage?: string } | null | undefined,
+  quota: {
+    quotaCertWaived?: boolean
+    arrangeBlockMessage?: string
+    certQuotaRuleVersion?: string | null
+  } | null | undefined,
   unboundMessage: string
 ) {
   const serverMessage = (quota?.arrangeBlockMessage || '').trim()
   if (quota?.quotaCertWaived) return serverMessage
+  // 新规则由服务端自动选证；本地「合同绑证」缺口不能再当安排拦截条件
+  if (quota?.certQuotaRuleVersion === 'customer_category') return serverMessage
   return serverMessage || unboundMessage
 }
 

web-admin/src/views/crm/contract/components/ContractDetailDialog.vue

@@ -504,13 +504,12 @@
             />
           </el-tab-pane>
 
-          <el-tab-pane v-if="canViewQuotaCert" label="合同证件与额度" name="quota" lazy>
-            <ContractQuotaPanel
+          <el-tab-pane v-if="canViewQuotaCert" label="客户证件与额度" name="quota" lazy>
+            <CustomerCertQuotaPanel
               v-if="visible && detailActiveTab === 'quota' && detailContract?.id && String(detailContract.id) === String(currentDetailId)"
-              :key="detailContract.id"
-              :contract-id="String(detailContract.id)"
+              :key="String(detailContract.customerId || detailContract.id)"
+              :customer-id="detailContract.customerId"
               :active="detailActiveTab === 'quota'"
-              embedded
             />
           </el-tab-pane>
 
@@ -1060,7 +1059,7 @@ import UploadDialog from './UploadDialog.vue';
 import ContractFormDialog from './ContractFormDialog.vue';
 import ViewKvTable from '@/components/business/system-view-dialog/ViewKvTable.vue';
 import type { ViewField } from '@/components/business/system-view-dialog/types';
-import ContractQuotaPanel from '@/views/pl/contract-quota/ContractQuotaPanel.vue';
+import CustomerCertQuotaPanel from '@/views/pl/contract-quota/CustomerCertQuotaPanel.vue';
 import StopDocuments from '@/views/pl/legal-use-document/StopDocuments.vue';
 import PlContractLinkedPlansPanel from '@/components/business/pl-contract-linked-plans-panel/index.vue';
 import {

web-admin/src/views/m/crm/contract/CustomerCertQuotaTab.vue

@@ -0,0 +1,180 @@
+<template>
+  <div class="mp-customer-cert-quota">
+    <p v-if="!customerId" class="mp-wv-empty">合同未关联客户，无法展示证件</p>
+    <p v-else-if="error" class="mp-wv-empty" role="alert">
+      {{ error }}
+      <button class="mp-wv-btn" type="button" @click="load">重试</button>
+    </p>
+    <div v-else-if="loading" class="mp-cert-page-loading"><van-loading /></div>
+    <template v-else>
+      <p class="mp-customer-cert-quota__tip">
+        展示该客户全部购买证、运输证；证件关联客户，不再按合同绑定。
+      </p>
+      <van-empty v-if="!rows.length" description="该客户暂无购买证或运输证" />
+      <article
+        v-for="row in rows"
+        :key="row.certType + row.id"
+        class="mp-wv-section"
+        role="button"
+        tabindex="0"
+        @click="openDetail(row)"
+        @keydown.enter.prevent="openDetail(row)"
+      >
+        <div class="mp-wv-card__head">
+          <div>
+            <h3>{{ row.certNo || '—' }}</h3>
+            <p>{{ row.productNameOnCert || '未填写证面品名' }}</p>
+            <p>有效期：{{ row.validFrom || '—' }} 至 {{ row.validTo || '—' }}</p>
+          </div>
+        </div>
+        <div class="mp-cert-tags">
+          <span
+            class="status-tag mp-cert-kind-tag"
+            :class="`status-tag--${certKindMobileTone(row.certType)}`"
+            >{{ certKindLabel(row.certType) }}</span
+          >
+          <span class="status-tag" :class="`status-tag--${statusTone(row.status)}`">{{
+            certStatusLabel(row.status)
+          }}</span>
+          <span v-if="row.singleUseConsumed" class="status-tag status-tag--danger"
+            >已使用不可再用</span
+          >
+        </div>
+        <div class="mp-wv-card__kv">
+          <div class="mp-wv-card__kv-row"
+            ><span>有效次数</span><span>{{ row.validUseText || '—' }}</span></div
+          >
+          <div class="mp-wv-card__kv-row"
+            ><span>核定</span><span>{{ qtyText(row.totalQty, row.quantityUnit) }}</span></div
+          >
+          <div class="mp-wv-card__kv-row"
+            ><span>预占</span><span>{{ qtyText(row.reservedQty, row.quantityUnit) }}</span></div
+          >
+          <div class="mp-wv-card__kv-row"
+            ><span>已用</span><span>{{ qtyText(row.usedQty, row.quantityUnit) }}</span></div
+          >
+          <div class="mp-wv-card__kv-row"
+            ><span>余量</span><span>{{ qtyText(row.availableQty, row.quantityUnit) }}</span></div
+          >
+        </div>
+      </article>
+    </template>
+  </div>
+</template>
+
+<script setup lang="ts">
+  import { useRouter } from 'vue-router'
+  import { useDictStore } from '@/store/modules/dict'
+  import { getProductUnitLabel } from '@/utils/crm-product-display'
+  import { quotaCertApi, type CertType, type QuotaCert } from '@/api/pl/quota-cert'
+  import { certKindLabel, certKindMobileTone } from '@/views/pl/quota-cert/cert-list-face'
+  import { formatCertQty } from '@/views/pl/quota-cert/model'
+
+  type CustomerCertRow = QuotaCert & { certType: CertType }
+
+  const props = withDefaults(
+    defineProps<{ customerId?: string | number | null; active?: boolean }>(),
+    { active: true }
+  )
+
+  const router = useRouter()
+  const dictStore = useDictStore()
+  const loading = ref(false)
+  const error = ref('')
+  const rows = ref<CustomerCertRow[]>([])
+  let loadEpoch = 0
+
+  function unitLabel(unit?: string | null) {
+    const label = getProductUnitLabel(dictStore.getLabel, unit)
+    return !label || label === '—' ? '' : label
+  }
+
+  function qtyText(value: unknown, unit?: string | null) {
+    const text = formatCertQty(value)
+    const name = unitLabel(unit)
+    return name ? `${text} ${name}` : text
+  }
+
+  function certStatusLabel(status?: string | null) {
+    return (
+      {
+        draft: '待核对',
+        active: '证件已启用',
+        suspended: '证件已停用',
+        closed: '证件已核销',
+        void: '证件已作废'
+      }[status || ''] ||
+      status ||
+      '—'
+    )
+  }
+
+  function statusTone(status?: string | null) {
+    if (status === 'active') return 'success'
+    if (status === 'suspended') return 'warning'
+    if (status === 'closed' || status === 'void') return 'danger'
+    return 'info'
+  }
+
+  async function load() {
+    const customerId = props.customerId == null ? '' : String(props.customerId).trim()
+    const epoch = ++loadEpoch
+    if (!customerId) {
+      rows.value = []
+      error.value = ''
+      loading.value = false
+      return
+    }
+    loading.value = true
+    error.value = ''
+    try {
+      const [purchase, transport] = await Promise.all([
+        quotaCertApi.list('purchase', { customerId }),
+        quotaCertApi.list('transport', { customerId })
+      ])
+      if (epoch !== loadEpoch) return
+      rows.value = [
+        ...(purchase || []).map((item) => ({ ...item, certType: 'purchase' as const })),
+        ...(transport || []).map((item) => ({ ...item, certType: 'transport' as const }))
+      ].sort((a, b) => String(b.createTime || '').localeCompare(String(a.createTime || '')))
+    } catch (e: any) {
+      if (epoch !== loadEpoch) return
+      rows.value = []
+      error.value = e?.message || '加载客户证件失败'
+    } finally {
+      if (epoch === loadEpoch) loading.value = false
+    }
+  }
+
+  function openDetail(row: CustomerCertRow) {
+    void router.push(`/m/pl/plan-cert/archive/${row.certType}/${row.id}`)
+  }
+
+  watch(
+    () => [props.customerId, props.active],
+    ([, active]) => {
+      if (active) void load()
+    },
+    { immediate: true }
+  )
+</script>
+
+<style scoped lang="scss">
+  .mp-customer-cert-quota__tip {
+    margin: 0 0 12px;
+    font-size: 12px;
+    line-height: 1.5;
+    color: var(--mp-text-muted, #64748b);
+  }
+
+  .mp-wv-section {
+    cursor: pointer;
+  }
+
+  .mp-cert-tags {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 8px;
+    margin: 8px 0 12px;
+  }
+</style>

web-admin/src/views/m/crm/contract/detail.vue

@@ -342,6 +342,19 @@
 
         </div>
 
+        <div v-show="activeTab === 'quota'" class="mp-contract-detail-pane">
+          <section class="mp-wv-section mp-contract-detail-card">
+            <h3>客户证件与额度</h3>
+            <CustomerCertQuotaTab
+              v-if="canViewQuotaCert && activeTab === 'quota'"
+              :key="String(contract.customerId || contract.id)"
+              :customer-id="contract.customerId"
+              :active="activeTab === 'quota'"
+            />
+            <p v-else class="mp-wv-card__meta">无证件查看权限</p>
+          </section>
+        </div>
+
         <div v-show="activeTab === 'plans'" class="mp-contract-detail-pane">
           <section class="mp-wv-section mp-contract-detail-card">
             <h3>运输计划</h3>
@@ -933,6 +946,8 @@
   } from '@/utils/mp-webview'
   import { useUserStore } from '@/store/modules/user'
   import { useDictStore } from '@/store/modules/dict'
+  import { fetchGetMenuCodes } from '@/api/auth'
+  import CustomerCertQuotaTab from './CustomerCertQuotaTab.vue'
   import '@/styles/mp-webview.scss'
   import '../customer/customer.scss'
 
@@ -970,6 +985,7 @@
   type DetailTabKey =
     | 'contract'
     | 'plans'
+    | 'quota'
     | 'payment'
     | 'invoice'
     | 'approval'
@@ -979,6 +995,7 @@
   const acting = ref(false)
   const errorText = ref('')
   const activeTab = ref<DetailTabKey>('contract')
+  const canViewQuotaCert = ref(false)
   const detailBody = ref<HTMLElement>()
   const partiesExpanded = ref(false)
   const approverPickerOpen = ref(false)
@@ -1056,14 +1073,34 @@
     }
   }
 
-  const detailTabs: Array<{ key: DetailTabKey; label: string }> = [
-    { key: 'contract', label: '合同信息' },
-    { key: 'plans', label: '运输计划' },
-    { key: 'payment', label: '回款记录' },
-    { key: 'invoice', label: '开票记录' },
-    { key: 'approval', label: '审批流程' },
-    { key: 'operation', label: '操作记录' }
-  ]
+  const detailTabs = computed(() => {
+    const tabs: Array<{ key: DetailTabKey; label: string }> = [
+      { key: 'contract', label: '合同信息' },
+      { key: 'plans', label: '运输计划' }
+    ]
+    if (canViewQuotaCert.value) tabs.push({ key: 'quota', label: '客户证件与额度' })
+    tabs.push(
+      { key: 'payment', label: '回款记录' },
+      { key: 'invoice', label: '开票记录' },
+      { key: 'approval', label: '审批流程' },
+      { key: 'operation', label: '操作记录' }
+    )
+    return tabs
+  })
+
+  async function refreshQuotaCertPermission() {
+    try {
+      const permissions = await fetchGetMenuCodes()
+      const codes = permissions?.menuCodes || []
+      canViewQuotaCert.value =
+        !!permissions?.all || !!permissions?.isSuperAdmin || codes.includes('pl:quota-cert:list')
+    } catch {
+      canViewQuotaCert.value = false
+    }
+    if (!canViewQuotaCert.value && activeTab.value === 'quota') {
+      activeTab.value = 'contract'
+    }
+  }
 
   const unreceivedAmount = computed(() => {
     const amount = Number(contract.value?.amount) || 0
@@ -1573,7 +1610,7 @@
     }
     loading.value = true
     try {
-      const res = await getContract(id)
+      const [res] = await Promise.all([getContract(id), refreshQuotaCertPermission()])
       if (!isCurrentLoad(requestSeq, id)) return
       const data = ((res as any)?.data ?? res) as ContractVO
       if (String(data?.id || '') !== id) throw new Error('合同不存在或无权查看')

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

@@ -25,6 +25,12 @@
         }}</span>
       </div>
       <div class="mp-wv-card__kv">
+        <div class="mp-wv-card__kv-row"
+          ><span>系统客户</span><span>{{ row.customerName || '—' }}</span></div
+        >
+        <div class="mp-wv-card__kv-row"
+          ><span>证用品类</span><span>{{ certCategoryLabel(row) }}</span></div
+        >
         <div class="mp-wv-card__kv-row"
           ><span>销售单位</span><span>{{ salePartyName(row) || '—' }}</span></div
         >
@@ -60,12 +66,12 @@
           >编辑</button
         >
         <button
-          v-if="canEdit && row.status !== 'void' && row.status !== 'closed'"
+          v-if="canEdit && row.openingConfirmed && row.status !== 'void' && row.status !== 'closed'"
           class="mp-wv-btn"
           type="button"
           @click="confirmRow = row"
         >
-          {{ row.openingConfirmed ? '复核' : '期初确认' }}
+          复核
         </button>
       </div>
     </article>
@@ -119,7 +125,7 @@
   } from '@/views/pl/quota-cert/cert-list-face'
   import { useDictStore } from '@/store/modules/dict'
   import { getProductUnitLabel } from '@/utils/crm-product-display'
-  import { certStatusLabels } from './face-model'
+  import { certCategoryLabel, certStatusLabels } from './face-model'
 
   const props = defineProps<{
     keyword: string

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

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

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

@@ -8,7 +8,10 @@
     <template v-else-if="plan">
       <section class="mp-wv-section mp-cert-quota">
         <p class="mp-wv-card__meta">当前车号 {{ plan.licensePlate || '待安排' }}</p>
-        <p v-if="plan.canSaveConfiguration === false" class="plan-empty-hint">
+        <p v-if="plan.certQuotaRuleVersion === 'customer_category'" class="plan-empty-hint">
+          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="plan.canSaveConfiguration === false" class="plan-empty-hint">
           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>
         <h3>全部装送段用证</h3>
@@ -122,8 +125,8 @@
               </div>
             </div>
             <template v-if="face.kind === 'transport'">
-              <h3>证面引用</h3>
-              <p v-if="!face.cert.purchaseRefs?.length" class="plan-empty-hint">没有证面引用。</p>
+              <h3>关联购买证</h3>
+              <p v-if="!face.cert.purchaseRefs?.length" class="plan-empty-hint">没有关联购买证。</p>
               <article
                 v-for="(refRow, index) in face.cert.purchaseRefs || []"
                 :key="refRow.id || index"
@@ -274,12 +277,32 @@
     for (const [key, ids] of Object.entries(next.pairs)) pairs[key] = ids
   }
   function bound(row: QuotaSourceOption, kind: CertType) {
-    return (
+    const fromStop = (
       plan.value?.stopProducts?.find(
         (item) =>
           item.sourceStopType === row.sourceStopType && item.sourceStopProductId === row.sourceStopProductId
       )?.certificates || []
     ).filter((cert) => cert.certType === kind)
+    if (fromStop.length) return fromStop
+    // 新规则无合同绑证时，安排后从占用明细回填证号
+    const sourceId = `${row.sourceStopType}:${row.sourceStopProductId}`
+    const fromUsage: { certType: CertType; certId: string; certNo: string; quantityUnit: string }[] = []
+    for (const usage of plan.value?.usages || []) {
+      if (String(usage.certType || '') !== kind) 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 display(cert: QuotaCert, key: string) {
     if (key === 'status') return certStatusLabels[cert.status] || cert.status || '—'

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

@@ -1,129 +1,7 @@
 <template>
-  <main class="mp-h5-list-content mp-plan-cert-list">
-    <p v-if="error" class="mp-wv-empty" role="alert">
-      {{ error }}
-      <button class="mp-wv-btn" type="button" @click="reload">重试</button>
-    </p>
-    <div v-else-if="authReady && !allowed" class="mp-wv-empty">
-      <div class="mp-wv-empty__title">无证件查看权限</div>
-    </div>
-    <van-list v-else v-model:loading="loading" :finished="finished" finished-text="" @load="load">
-      <article
-        v-for="row in rows"
-        :key="row.id"
-        class="mp-wv-card mp-wv-flat-card"
-        @click="open(row.id)"
-      >
-        <div class="mp-wv-card__head">
-          <div>
-            <div class="mp-wv-card__no">{{ row.contractNo || '未编号合同' }}</div>
-            <div class="mp-wv-card__sub">{{ row.contractName || '—' }}</div>
-          </div>
-          <span class="status-tag status-tag--info">{{ contractTypeLabel(row.contractType) }}</span>
-        </div>
-        <div class="mp-wv-card__kv">
-          <div class="mp-wv-card__kv-row">
-            <span>关联证件数</span><span>{{ row.certCount }}</span>
-          </div>
-        </div>
-        <div class="mp-wv-card-actions mp-wv-card-actions--single" @click.stop>
-          <button class="mp-wv-btn mp-wv-btn--primary" type="button" @click="open(row.id)">查看</button>
-        </div>
-      </article>
-    </van-list>
-    <van-empty
-      v-if="authReady && allowed && !loading && finished && !error && !rows.length"
-      description="暂无合同用证数据"
-    />
-  </main>
+  <CustomerTab :keyword="keyword" />
 </template>
 <script setup lang="ts">
-  import { fetchGetMenuCodes } from '@/api/auth'
-  import { quotaStatisticsApi, type ContractStatisticsSummary } from '@/api/pl/quota-cert'
-  import { contractTypeLabel } from '@/views/pl/quota-statistics/labels'
-
-  const props = defineProps<{ keyword: string }>()
-  const router = useRouter()
-  const rows = ref<ContractStatisticsSummary[]>([])
-  const loading = ref(true)
-  const finished = ref(false)
-  const error = ref('')
-  const allowed = ref(false)
-  const authReady = ref(false)
-  const page = ref(1)
-  let epoch = 0
-  let checking = true
-
-  function open(id: string) {
-    void router.push(`/m/pl/plan-cert/contract/${id}`)
-  }
-  async function init() {
-    const current = epoch
-    try {
-      const permissions = await fetchGetMenuCodes()
-      if (current !== epoch) return
-      const codes = permissions?.menuCodes || []
-      allowed.value =
-        !!permissions?.all || !!permissions?.isSuperAdmin || codes.includes('pl:quota-cert:list')
-      authReady.value = true
-      checking = false
-      if (!allowed.value) {
-        finished.value = true
-        loading.value = false
-        return
-      }
-      await load()
-    } catch {
-      if (current !== epoch) return
-      checking = false
-      authReady.value = true
-      finished.value = true
-      loading.value = false
-      error.value = '权限加载失败，请重新打开页面'
-    }
-  }
-  function reload() {
-    if (!allowed.value) {
-      void init()
-      return
-    }
-    epoch++
-    page.value = 1
-    rows.value = []
-    loading.value = true
-    finished.value = false
-    error.value = ''
-    void load()
-  }
-  async function load() {
-    if (checking || !allowed.value) return
-    const current = epoch
-    loading.value = true
-    try {
-      const data = await quotaStatisticsApi.contracts({
-        page: page.value,
-        pageSize: 20,
-        keyword: props.keyword || undefined
-      })
-      if (current !== epoch) return
-      const list = data?.list || []
-      rows.value = page.value === 1 ? list : rows.value.concat(list)
-      finished.value = rows.value.length >= (data?.total || 0) || list.length < 20
-      page.value += 1
-    } catch {
-      if (current === epoch) {
-        error.value = '统计加载失败，请重试'
-        finished.value = true
-      }
-    } finally {
-      if (current === epoch) loading.value = false
-    }
-  }
-  watch(
-    () => props.keyword,
-    () => {
-      if (!checking && allowed.value) reload()
-    }
-  )
-  void init()
+  import CustomerTab from './CustomerTab.vue'
+  defineProps<{ keyword: string }>()
 </script>

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

@@ -0,0 +1,143 @@
+<template>
+  <main class="mp-h5-list-content mp-plan-cert-list">
+    <p class="mp-customer-quota-tip">按客户展示购买证、运输证；证件关联客户，不再按合同绑定。</p>
+    <p v-if="error" class="mp-wv-empty" role="alert">
+      {{ error }}
+      <button class="mp-wv-btn" type="button" @click="reload">重试</button>
+    </p>
+    <div v-else-if="authReady && !allowed" class="mp-wv-empty">
+      <div class="mp-wv-empty__title">无证件查看权限</div>
+    </div>
+    <van-list v-else v-model:loading="loading" :finished="finished" finished-text="" @load="load">
+      <article
+        v-for="row in rows"
+        :key="row.id"
+        class="mp-wv-card mp-wv-flat-card"
+        @click="open(row.id)"
+      >
+        <div class="mp-wv-card__head">
+          <div>
+            <div class="mp-wv-card__no">{{ row.customerName || '未命名客户' }}</div>
+            <div class="mp-wv-card__sub">{{ row.customerNo || '—' }}</div>
+          </div>
+        </div>
+        <div class="mp-wv-card__kv">
+          <div class="mp-wv-card__kv-row">
+            <span>关联证件数</span><span>{{ row.certCount }}</span>
+          </div>
+        </div>
+        <div class="mp-wv-card-actions mp-wv-card-actions--single" @click.stop>
+          <button class="mp-wv-btn mp-wv-btn--primary" type="button" @click="open(row.id)"
+            >查看</button
+          >
+        </div>
+      </article>
+    </van-list>
+    <van-empty
+      v-if="authReady && allowed && !loading && finished && !error && !rows.length"
+      description="暂无客户用证数据"
+    />
+  </main>
+</template>
+
+<script setup lang="ts">
+  import { fetchGetMenuCodes } from '@/api/auth'
+  import { quotaStatisticsApi, type CustomerStatisticsSummary } from '@/api/pl/quota-cert'
+
+  const props = defineProps<{ keyword: string }>()
+  const router = useRouter()
+  const rows = ref<CustomerStatisticsSummary[]>([])
+  const loading = ref(true)
+  const finished = ref(false)
+  const error = ref('')
+  const allowed = ref(false)
+  const authReady = ref(false)
+  const page = ref(1)
+  let epoch = 0
+  let checking = true
+
+  function open(id: string) {
+    void router.push(`/m/pl/plan-cert/customer/${id}`)
+  }
+  async function init() {
+    const current = epoch
+    try {
+      const permissions = await fetchGetMenuCodes()
+      if (current !== epoch) return
+      const codes = permissions?.menuCodes || []
+      allowed.value =
+        !!permissions?.all || !!permissions?.isSuperAdmin || codes.includes('pl:quota-cert:list')
+      authReady.value = true
+      checking = false
+      if (!allowed.value) {
+        finished.value = true
+        loading.value = false
+        return
+      }
+      await load()
+    } catch {
+      if (current !== epoch) return
+      checking = false
+      authReady.value = true
+      finished.value = true
+      loading.value = false
+      error.value = '权限加载失败，请重新打开页面'
+    }
+  }
+  function reload() {
+    if (!allowed.value) {
+      void init()
+      return
+    }
+    epoch++
+    page.value = 1
+    rows.value = []
+    loading.value = true
+    finished.value = false
+    error.value = ''
+    void load()
+  }
+  async function load() {
+    if (checking || !allowed.value) return
+    const current = epoch
+    loading.value = true
+    try {
+      const data = await quotaStatisticsApi.customers({
+        page: page.value,
+        pageSize: 20,
+        keyword: props.keyword || undefined
+      })
+      if (current !== epoch) return
+      const list = data?.list || []
+      rows.value = page.value === 1 ? list : rows.value.concat(list)
+      finished.value = rows.value.length >= (data?.total || 0) || list.length < 20
+      page.value += 1
+    } catch {
+      if (current === epoch) {
+        error.value = '统计加载失败，请重试'
+        finished.value = true
+      }
+    } finally {
+      if (current === epoch) loading.value = false
+    }
+  }
+  watch(
+    () => props.keyword,
+    () => {
+      if (!checking && allowed.value) reload()
+    }
+  )
+  void init()
+</script>
+
+<style scoped>
+  .mp-customer-quota-tip {
+    margin: 8px 12px 0;
+    padding: 10px 12px;
+    border-radius: 8px;
+    background: #ecfdf5;
+    color: #065f46;
+    font-size: 12px;
+    line-height: 1.5;
+  }
+</style>