fix(web-admin): 恢复 Excel 查看中 Ctrl/Cmd+C 复制选区

filterOnly 默认关闭 WorksheetCopy；打开复制权限并增加选区 TSV 快捷键兜底。

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

backend/app/api/pl/plan.py

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

backend/app/api/pl/quota_cert.py

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

backend/app/api/pl/transport.py

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

backend/app/models/pl_models.py

@@ -366,10 +366,12 @@ class PlPlan(Base):
     cert_configuration = Column(JSON, nullable=True, comment="用证来源配对、候选选择与逐证条件确认；不作为放行布尔状态")
     hazard_cert_ready_by = Column(String(64), nullable=True, comment="危化品证书确认人")
     hazard_cert_ready_time = Column(DateTime, nullable=True, comment="危化品证书确认时间")
-    quota_cert_waived = Column(SmallInteger, nullable=False, default=0, comment="证书齐备：1 时安排和归档不校验、不扣购买证与运输证额度")
+    quota_cert_waived = Column(SmallInteger, nullable=False, default=0, comment="证书齐备：1 时安排和归档不校验、不扣购买证与运输证额度（新规则仅放行安排）")
     quota_cert_waived_by = Column(String(64), nullable=True, comment="证书齐备确认人ID")
     quota_cert_waived_by_name = Column(String(100), nullable=True, comment="证书齐备确认人姓名")
     quota_cert_waived_time = Column(DateTime, nullable=True, comment="证书齐备确认时间")
+    cert_quota_rule_version = Column(String(32), nullable=True, comment="证件额度规则版本 legacy|customer_category；创建时打标")
+    quota_cert_pending_fulfill = Column(SmallInteger, nullable=False, default=0, comment="新规则证书齐备待完善 0-否 1-是")
     erp_entered = Column(SmallInteger, nullable=False, default=0, comment="是否已录入ERP 0-否 1-是")
     cancel_reason = Column(String(500), nullable=True, comment="作废原因")
     cancel_time = Column(DateTime, nullable=True, comment="作废时间")

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')
@@ -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 +413,12 @@ class PlanRead(PlanBase, PlanResourceSnapshotMixin):
     hazard_cert_ready: int = Field(default=0, alias="hazardCertReady", description="危化品证书是否已人工确认齐备")
     hazard_cert_ready_by: Optional[str] = Field(default=None, alias="hazardCertReadyBy", description="危化品证书确认人")
     hazard_cert_ready_time: Optional[datetime] = Field(default=None, alias="hazardCertReadyTime", description="危化品证书确认时间")
-    quota_cert_waived: int = Field(default=0, alias="quotaCertWaived", description="证书齐备 0-否 1-是；为 1 时不校验、不扣购买证与运输证额度")
+    quota_cert_waived: int = Field(default=0, alias="quotaCertWaived", description="证书齐备 0-否 1-是；新规则仅放行安排")
     quota_cert_waived_by: Optional[str] = Field(default=None, alias="quotaCertWaivedBy", description="证书齐备确认人ID")
     quota_cert_waived_by_name: Optional[str] = Field(default=None, alias="quotaCertWaivedByName", description="证书齐备确认人姓名")
     quota_cert_waived_time: Optional[datetime] = Field(default=None, alias="quotaCertWaivedTime", description="证书齐备确认时间")
+    cert_quota_rule_version: Optional[str] = Field(default=None, alias="certQuotaRuleVersion", description="legacy|customer_category")
+    quota_cert_pending_fulfill: int = Field(default=0, alias="quotaCertPendingFulfill", description="新规则齐备待完善 0否 1是")
     erp_entered: int = Field(default=0, alias="erpEntered", description="是否已录入ERP 0-否 1-是")
     cancel_reason: Optional[str] = Field(default=None, alias="cancelReason", description="作废原因")
     cancel_time: Optional[datetime] = Field(default=None, alias="cancelTime", description="作废时间")

backend/app/schemas/pl/quota_cert.py

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

backend/app/services/pl_cert_category_service.py

@@ -0,0 +1,174 @@
+"""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()
+    )
+    products = [
+        {
+            'id': link.id,
+            'productId': link.product_id,
+            'scopeStatus': link.scope_status,
+        }
+        for link in links
+    ]
+    return _category_dict(row, products)
+
+
+def save_category(db: Session, user, data: dict, category_id=None):
+    """data: categoryName, categoryCode?, status?, remark?, products?
+    products 遗漏则不改关联；显式 [] 清空（软删）；带 id 就地改。
+    """
+    name = (data.get('categoryName') or data.get('category_name') or '').strip()
+    if not name:
+        raise HTTPException(400, '品类名称不能为空')
+    if category_id:
+        row = db.query(PlCertCategory).filter_by(
+            id=category_id, tenant_no=user.tenant_no, del_flag=0,
+        ).with_for_update().populate_existing().first()
+        if not row:
+            raise HTTPException(404, '证用品类不存在')
+    else:
+        row = PlCertCategory(**_audit(user))
+        db.add(row)
+    row.category_name = name
+    if 'categoryCode' in data or 'category_code' in data:
+        row.category_code = data.get('categoryCode', data.get('category_code'))
+    if 'status' in data and data['status'] is not None:
+        row.status = str(data['status'])
+    if 'remark' in data:
+        row.remark = data.get('remark')
+    if 'orderNum' in data or 'order_num' in data:
+        row.order_num = data.get('orderNum', data.get('order_num'))
+    row.update_by = user.id
+    db.flush()
+
+    if 'products' in data:
+        submitted = data['products']
+        if submitted is None:
+            raise HTTPException(400, '产品关联集合不可为 null；清空请提交 []')
+        existing = {
+            r.id: r
+            for r in db.query(PlCertCategoryProduct).filter_by(
+                tenant_no=user.tenant_no, category_id=row.id, del_flag=0,
+            ).with_for_update().populate_existing().all()
+        }
+        seen = set()
+        product_ids = set()
+        for item in submitted:
+            pid = item.get('productId') or item.get('product_id')
+            if not pid:
+                raise HTTPException(400, '产品关联缺少 productId')
+            if pid in product_ids:
+                raise HTTPException(400, '同一品类不能重复关联同一产品')
+            product_ids.add(pid)
+            rid = item.get('id')
+            scope = item.get('scopeStatus') or item.get('scope_status') or 'active'
+            if rid:
+                link = existing.get(rid)
+                if not link:
+                    raise HTTPException(400, '产品关联明细不属于当前品类')
+                if rid in seen:
+                    raise HTTPException(400, '产品关联明细 ID 重复')
+                seen.add(rid)
+                link.product_id = pid
+                link.scope_status = scope
+                link.update_by = user.id
+            else:
+                link = PlCertCategoryProduct(
+                    **_audit(user),
+                    category_id=row.id,
+                    product_id=pid,
+                    scope_status=scope,
+                )
+                db.add(link)
+        for rid, link in existing.items():
+            if rid not in seen:
+                link.del_flag = 1
+                link.update_by = user.id
+        db.flush()
+
+    return get_category(db, user, row.id)
+
+
+def delete_category(db: Session, user, category_id: str):
+    row = db.query(PlCertCategory).filter_by(
+        id=category_id, tenant_no=user.tenant_no, del_flag=0,
+    ).with_for_update().populate_existing().first()
+    if not row:
+        raise HTTPException(404, '证用品类不存在')
+    from app.models.pl_quota_models import PlPurchaseCert
+    used = db.query(PlPurchaseCert.id).filter_by(
+        tenant_no=user.tenant_no, category_id=category_id, del_flag=0,
+    ).first()
+    if used:
+        raise HTTPException(400, '品类已被购买证使用，不能删除')
+    row.del_flag = 1
+    row.update_by = user.id
+    for link in db.query(PlCertCategoryProduct).filter_by(
+        tenant_no=user.tenant_no, category_id=category_id, del_flag=0,
+    ).with_for_update().all():
+        link.del_flag = 1
+        link.update_by = user.id
+    db.flush()
+
+
+def category_ids_for_product(db: Session, tenant_no: str, product_id: str):
+    rows = (
+        db.query(PlCertCategoryProduct.category_id)
+        .filter_by(tenant_no=tenant_no, product_id=product_id, del_flag=0, scope_status='active')
+        .all()
+    )
+    return {r.category_id for r in rows}

backend/app/services/pl_cert_quota_rule_config_service.py

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

backend/app/services/pl_quota_business.py

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

backend/app/services/pl_quota_cert_service.py

@@ -63,6 +63,28 @@ def _refs(db, user, cert_id, lock=False):
     return query.order_by(PlTransportCertPurchaseRef.create_time.desc()).all()
 
 
+def _transport_derived_categories(db, user, transport_cert_id):
+    from app.models.pl_quota_models import PlPurchaseCert
+    purchase_ids = [
+        r.purchase_cert_id
+        for r in _refs(db, user, transport_cert_id)
+        if r.purchase_cert_id
+    ]
+    if not purchase_ids:
+        return []
+    rows = (
+        db.query(PlPurchaseCert.category_id)
+        .filter(
+            PlPurchaseCert.tenant_no == user.tenant_no,
+            PlPurchaseCert.del_flag == 0,
+            PlPurchaseCert.id.in_(purchase_ids),
+            PlPurchaseCert.category_id.isnot(None),
+        )
+        .all()
+    )
+    return list(dict.fromkeys(r.category_id for r in rows if r.category_id))
+
+
 def get_cert(db, user, cert_type, cert_id, current=False):
     row = _get_row(db, user, cert_type, cert_id, lock=current)
     result = _row_to_dict(row)
@@ -77,6 +99,7 @@ def get_cert(db, user, cert_type, cert_id, current=False):
     if cert_type == 'transport':
         result['purchaseRefs'] = [_row_to_dict(r) for r in _refs(db, user, cert_id, lock=current)]
         result['referencesEditable'] = not _has_history(db, user, cert_type, cert_id, lock=current)
+        result['derivedCategoryIds'] = _transport_derived_categories(db, user, cert_id)
     return result
 
 
@@ -94,7 +117,14 @@ def list_certs(db, user, cert_type, keyword=None, status=None):
         ))
     if status:
         query = query.filter(model.status == status)
-    return [get_cert(db, user, cert_type, r.id) for r in query.order_by(model.create_time.desc()).all()]
+    else:
+        # 默认不展示已核销、已作废；列头漏斗显式传 status 时可查看
+        query = query.filter(model.status.notin_(('closed', 'void')))
+    result = [get_cert(db, user, cert_type, r.id) for r in query.order_by(model.create_time.desc()).all()]
+    if cert_type == 'transport':
+        for item in result:
+            item['derivedCategoryIds'] = _transport_derived_categories(db, user, item['id'])
+    return result
 
 
 def _audit(user):

backend/app/services/pl_quota_customer_select.py

@@ -0,0 +1,214 @@
+"""新规则：按段次客户+品类整笔选证（不拆购买证）。"""
+from datetime import date
+from decimal import Decimal
+
+from fastapi import HTTPException
+
+from app.models.pl_quota_models import (
+    PlPurchaseCert,
+    PlTransportCert,
+    PlTransportCertPurchaseRef,
+    PlCertQtyLog,
+)
+from app.schemas.pl.quota_planning import ManualQuantity
+from app.services.pl_cert_category_service import category_ids_for_product
+from app.services.pl_quota_units import same_quantity_unit, standard_conversion_ratio
+
+
+def _available(cert):
+    return Decimal(cert.total_qty) - Decimal(cert.used_qty) - Decimal(cert.reserved_qty)
+
+
+def _in_force(cert, on_date: date) -> bool:
+    if cert.valid_from and on_date < cert.valid_from:
+        return False
+    if cert.valid_to and on_date > cert.valid_to:
+        return False
+    return True
+
+
+def _has_opening(db, user, cert_type, cert_id) -> bool:
+    return (
+        db.query(PlCertQtyLog.id)
+        .filter_by(
+            tenant_no=user.tenant_no,
+            cert_type=cert_type,
+            cert_id=cert_id,
+            event_type='opening',
+            del_flag=0,
+        )
+        .first()
+        is not None
+    )
+
+
+def _vehicle_ok(cert, vehicle_no: str) -> bool:
+    plates = cert.vehicle_numbers_json or []
+    if not isinstance(plates, list):
+        return False
+    plate = (vehicle_no or '').strip()
+    if not plate:
+        return False
+    return plate in {str(p).strip() for p in plates if p}
+
+
+def _permit_qty_for(source_qty: Decimal, source_unit: str, cert_unit: str) -> Decimal:
+    if same_quantity_unit(source_unit, cert_unit):
+        return source_qty
+    ratio = standard_conversion_ratio(source_unit, cert_unit)
+    if ratio is None:
+        raise HTTPException(409, f'来源单位「{source_unit}」与证件单位「{cert_unit}」无法自动换算，请调整单位或证件')
+    return (source_qty * Decimal(str(ratio))).quantize(Decimal('0.000001'))
+
+
+def _customer_id_from_source(source) -> str:
+    snap = source.snapshot or {}
+    cid = snap.get('customerId') or snap.get('customer_id')
+    if cid:
+        return str(cid)
+    raise HTTPException(409, '用证段次缺少客户，无法按客户选证')
+
+
+def select_whole_cover_certs(db, user, sources, *, vehicle_no: str, on_date: date):
+    """返回 purchase_cert_ids, transport_cert_ids, manual_allocations。
+
+    每个来源必须由一张购买证整笔覆盖；异地再配一张关联且车号/余量够的运输证。
+    """
+    if not sources:
+        return [], [], []
+
+    purchase_ids = []
+    transport_ids = []
+    manuals = []
+
+    for source in sources:
+        customer_id = _customer_id_from_source(source)
+        categories = category_ids_for_product(db, user.tenant_no, source.product_id)
+        if not categories:
+            raise HTTPException(
+                409,
+                '产品未配置证用品类，请先在证用品类中关联系统产品后再安排运输',
+            )
+
+        candidates = (
+            db.query(PlPurchaseCert)
+            .filter(
+                PlPurchaseCert.tenant_no == user.tenant_no,
+                PlPurchaseCert.del_flag == 0,
+                PlPurchaseCert.status == 'active',
+                PlPurchaseCert.customer_id == customer_id,
+                PlPurchaseCert.category_id.in_(categories),
+            )
+            .order_by(PlPurchaseCert.valid_to.asc(), PlPurchaseCert.id.asc())
+            .all()
+        )
+
+        chosen_purchase = None
+        chosen_transport = None
+        purchase_permit_qty = None
+        transport_permit_qty = None
+
+        for purchase in candidates:
+            if not purchase.verified_by or not purchase.verified_time:
+                continue
+            if not _has_opening(db, user, 'purchase', purchase.id):
+                continue
+            if not _in_force(purchase, on_date):
+                continue
+            if purchase.opening_single_use_consumed:
+                continue
+            try:
+                need = _permit_qty_for(Decimal(source.quantity), source.unit, purchase.quantity_unit)
+            except HTTPException:
+                continue
+            if _available(purchase) < need:
+                continue
+
+            if not source.requires_transport:
+                chosen_purchase = purchase
+                purchase_permit_qty = need
+                break
+
+            refs = (
+                db.query(PlTransportCertPurchaseRef)
+                .filter_by(
+                    tenant_no=user.tenant_no,
+                    purchase_cert_id=purchase.id,
+                    del_flag=0,
+                )
+                .all()
+            )
+            transport_cert_ids = [r.transport_cert_id for r in refs if r.transport_cert_id]
+            if not transport_cert_ids:
+                continue
+            transports = (
+                db.query(PlTransportCert)
+                .filter(
+                    PlTransportCert.tenant_no == user.tenant_no,
+                    PlTransportCert.del_flag == 0,
+                    PlTransportCert.status == 'active',
+                    PlTransportCert.customer_id == customer_id,
+                    PlTransportCert.id.in_(transport_cert_ids),
+                )
+                .order_by(PlTransportCert.valid_to.asc(), PlTransportCert.id.asc())
+                .all()
+            )
+            for transport in transports:
+                if not transport.verified_by or not transport.verified_time:
+                    continue
+                if not _has_opening(db, user, 'transport', transport.id):
+                    continue
+                if not _in_force(transport, on_date):
+                    continue
+                if transport.opening_single_use_consumed:
+                    continue
+                if not _vehicle_ok(transport, vehicle_no):
+                    continue
+                try:
+                    t_need = _permit_qty_for(Decimal(source.quantity), source.unit, transport.quantity_unit)
+                except HTTPException:
+                    continue
+                if _available(transport) < t_need:
+                    continue
+                chosen_purchase = purchase
+                chosen_transport = transport
+                purchase_permit_qty = need
+                transport_permit_qty = t_need
+                break
+            if chosen_purchase and chosen_transport:
+                break
+
+        if chosen_purchase is None:
+            place = '同市' if not source.requires_transport else '异地'
+            raise HTTPException(
+                409,
+                f'{place}段找不到余量足够、有效期内且匹配品类/车号的购买证'
+                f'{"和运输证" if source.requires_transport else ""}，请补充证件或标记证书齐备后再安排',
+            )
+
+        purchase_ids.append(chosen_purchase.id)
+        manuals.append(
+            ManualQuantity(
+                permit_kind='purchase',
+                source_id=source.source_id,
+                permit_id=chosen_purchase.id,
+                source_quantity=Decimal(source.quantity),
+                permit_quantity=purchase_permit_qty,
+            )
+        )
+        if chosen_transport is not None:
+            transport_ids.append(chosen_transport.id)
+            manuals.append(
+                ManualQuantity(
+                    permit_kind='transport',
+                    source_id=source.source_id,
+                    permit_id=chosen_transport.id,
+                    source_quantity=Decimal(source.quantity),
+                    permit_quantity=transport_permit_qty,
+                )
+            )
+
+    def unique(values):
+        return list(dict.fromkeys(values))
+
+    return unique(purchase_ids), unique(transport_ids), manuals

backend/app/services/pl_quota_planning.py

@@ -131,28 +131,52 @@ def build_usage_request(db, user, plan_id, operation, action, *, lock=False, che
         sources, actuals = [], {}
     else:
         sources, actuals = extract_sources(db, user, plan_id, mapping, actual=action in ('settle', 'actual_adjust'), lock=lock, preview_vehicle=preview_vehicle, measurement_version=config.measurement_version)
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    customer_rule = plan_uses_customer_category(plan)
     if action in ('reserve', 'resize') and not explicit and sources:
-        purchase_ids, transport_ids = resolve_contract_bound_certs(db, user, sources)
-        source_ids = {source.source_id for source in sources}
-        allowed = {('purchase', cert_id) for cert_id in purchase_ids} | {('transport', cert_id) for cert_id in transport_ids}
-        manual = [
-            row for row in config.manual_allocations
-            if row.source_id in source_ids and (row.permit_kind, row.permit_id) in allowed
-        ]
-        config = config.model_copy(update={
-            'purchase_cert_ids': purchase_ids,
-            'transport_cert_ids': transport_ids,
-            'manual_allocations': manual,
-            'conditions': [],
-        })
+        if customer_rule:
+            # 新规则：禁止手工选证；按客户+品类整笔自动选证
+            from app.services.pl_quota_customer_select import select_whole_cover_certs
+            vehicle = (preview_vehicle or {}).get('licensePlate', plan.license_plate) or ''
+            on_date = max(date.today(), plan.plan_date or date.today())
+            purchase_ids, transport_ids, manuals = select_whole_cover_certs(
+                db, user, sources, vehicle_no=vehicle, on_date=on_date,
+            )
+            config = config.model_copy(update={
+                'purchase_cert_ids': purchase_ids,
+                'transport_cert_ids': transport_ids,
+                'manual_allocations': manuals,
+                'conditions': [],
+            })
+        else:
+            purchase_ids, transport_ids = resolve_contract_bound_certs(db, user, sources)
+            source_ids = {source.source_id for source in sources}
+            allowed = {('purchase', cert_id) for cert_id in purchase_ids} | {('transport', cert_id) for cert_id in transport_ids}
+            manual = [
+                row for row in config.manual_allocations
+                if row.source_id in source_ids and (row.permit_kind, row.permit_id) in allowed
+            ]
+            config = config.model_copy(update={
+                'purchase_cert_ids': purchase_ids,
+                'transport_cert_ids': transport_ids,
+                'manual_allocations': manual,
+                'conditions': [],
+            })
+    elif action in ('reserve', 'resize') and explicit and customer_rule:
+        raise HTTPException(409, '新规则下安排仅支持自动选证，请勿手工指定证件；选不到请标记证书齐备')
     keys = [('purchase', cid) for cid in config.purchase_cert_ids] + [('transport', cid) for cid in config.transport_cert_ids]
     if len(set(keys)) != len(keys):
         raise HTTPException(400, '证件选择重复')
     if action in ('reserve', 'resize') or op.allow_supplement:
         certs = {key: _get_row(db, user, *key, lock=False) for key in sorted(keys)}
         if sources and not keys:
-            raise HTTPException(409, '请先在合同中绑定购买证和运输证后再安排运输')
-        if check_conditions and explicit:
+            msg = (
+                '找不到适用的购买证和运输证，请补充证件或标记证书齐备后再安排运输'
+                if customer_rule else
+                '请先在合同中绑定购买证和运输证后再安排运输'
+            )
+            raise HTTPException(409, msg)
+        if check_conditions and explicit and not customer_rule:
             validate_conditions(config, certs, plan_fingerprint(sources))
     executed = bool(plan_execution_lock_reason(db, user.tenant_no, plan.id))
     request = UsageRequest(
@@ -201,8 +225,11 @@ def preview_plan(db, user, plan_id, config, preview_vehicle=None):
 
 def save_configuration(db, user, plan_id, config):
     from app.services.pl_plan_service import record_plan_change
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
     config = config if isinstance(config, PlanQuotaConfiguration) else PlanQuotaConfiguration.model_validate(config)
     plan = _plan(db, user, plan_id, lock=True)
+    if plan_uses_customer_category(plan):
+        raise HTTPException(409, '新规则下安排仅自动选证，不支持手工保存用证配置')
     if plan.transport_status == 'arranged' or plan.archive_status == 'archived':
         raise HTTPException(409, '已安排计划请通过调整运输在同一事务重算用证')
     # 草稿允许缺少条件确认，但真实来源身份及选证权限必须有效。

backend/app/services/pl_quota_sources.py

@@ -159,7 +159,9 @@ 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:

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 +1,343 @@
+#!/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。
+
+不造：品类↔系统产品关联（由用户在界面配置）。
+
+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')
+
+        # 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']]),
+            ('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'])
+
+        def insert_purchase(pid, cert_no, total, valid_to, face='98% 工业硫酸'):
+            cur.execute(
+                """
+                INSERT INTO pl_purchase_cert
+                  (id, cert_no, issue_date, product_name_on_cert, total_qty, quantity_unit,
+                   valid_from, valid_to, valid_use_text, entry_mode, status,
+                   verified_by, verified_time, reserved_qty, used_qty, opening_single_use_consumed,
+                   revision, buyer_name, seller_name, customer_id, category_id,
+                   tenant_no, create_dept_id, create_by, create_time, update_time, del_flag)
+                VALUES (%s,%s,%s,%s,%s,'dun',%s,%s,'多次有效','manual','active',
+                        %s,%s,0,0,0,1,%s,%s,%s,%s,%s,'',%s,%s,%s,0)
+                """,
+                (pid, cert_no, today, face, Decimal(total), today, valid_to,
+                 OWNER_USER_ID, now, CUSTOMER_NAME, SELLER, ids['customer'], category_id,
+                 TENANT, OWNER_USER_ID, now, now),
+            )
+            op = str(uuid4())
+            cur.execute(
+                """
+                INSERT INTO pl_cert_qty_log
+                  (id, operation_id, request_hash, cert_type, cert_id, event_type, quantity_unit,
+                   total_delta, reserved_delta, used_delta,
+                   before_total_qty, after_total_qty, before_reserved_qty, after_reserved_qty,
+                   before_used_qty, after_used_qty, reason, tenant_no, create_dept_id, create_by,
+                   create_time, update_time, del_flag)
+                VALUES (%s,%s,%s,'purchase',%s,'opening','dun',
+                        0,0,0,%s,%s,0,0,0,0,'seed opening',%s,'',%s,%s,%s,0)
+                """,
+                (str(uuid4()) if pid.endswith('10t') else str(uuid4()), op, op, pid,
+                 Decimal(total), Decimal(total), TENANT, OWNER_USER_ID, now, now),
+            )
+
+        # fix opening ids to stable ones
+        def insert_opening(log_id, cert_type, cert_id, total):
+            op = log_id
+            cur.execute(
+                """
+                INSERT INTO pl_cert_qty_log
+                  (id, operation_id, request_hash, cert_type, cert_id, event_type, quantity_unit,
+                   total_delta, reserved_delta, used_delta,
+                   before_total_qty, after_total_qty, before_reserved_qty, after_reserved_qty,
+                   before_used_qty, after_used_qty, reason, tenant_no, create_dept_id, create_by,
+                   create_time, update_time, del_flag)
+                VALUES (%s,%s,%s,%s,%s,'opening','dun',
+                        0,0,0,%s,%s,0,0,0,0,'seed opening',%s,'',%s,%s,%s,0)
+                """,
+                (log_id, op, op, cert_type, cert_id, Decimal(total), Decimal(total),
+                 TENANT, OWNER_USER_ID, now, now),
+            )
+
+        # rewrite purchase insert without nested opening
+        def insert_purchase2(pid, cert_no, total, valid_to, open_id):
+            cur.execute(
+                """
+                INSERT INTO pl_purchase_cert
+                  (id, cert_no, issue_date, product_name_on_cert, total_qty, quantity_unit,
+                   valid_from, valid_to, valid_use_text, entry_mode, status,
+                   verified_by, verified_time, reserved_qty, used_qty, opening_single_use_consumed,
+                   revision, buyer_name, seller_name, customer_id, category_id,
+                   tenant_no, create_dept_id, create_by, create_time, update_time, del_flag, remark)
+                VALUES (%s,%s,%s,'98%% 工业硫酸',%s,'dun',%s,%s,'多次有效','manual','active',
+                        %s,%s,0,0,0,1,%s,%s,%s,%s,%s,'',%s,%s,%s,0,%s)
+                """,
+                (pid, cert_no, today, Decimal(total), today, valid_to,
+                 OWNER_USER_ID, now, CUSTOMER_NAME, SELLER, ids['customer'], category_id,
+                 TENANT, OWNER_USER_ID, now, now, TAG),
+            )
+            insert_opening(open_id, 'purchase', pid, total)
+
+        def insert_transport2(tid, cert_no, total, valid_to, open_id, purchase_id, ref_id):
+            plates = json.dumps([VEHICLE], ensure_ascii=False)
+            cur.execute(
+                """
+                INSERT INTO pl_transport_cert
+                  (id, cert_no, issue_date, product_name_on_cert, total_qty, quantity_unit,
+                   valid_from, valid_to, valid_use_text, entry_mode, status,
+                   verified_by, verified_time, reserved_qty, used_qty, opening_single_use_consumed,
+                   revision, shipper_name, consignee_name, vehicle_numbers_json, customer_id,
+                   tenant_no, create_dept_id, create_by, create_time, update_time, del_flag, remark)
+                VALUES (%s,%s,%s,'98%% 工业硫酸',%s,'dun',%s,%s,'多次有效','manual','active',
+                        %s,%s,0,0,0,1,%s,%s,%s,%s,%s,'',%s,%s,%s,0,%s)
+                """,
+                (tid, cert_no, today, Decimal(total), today, valid_to,
+                 OWNER_USER_ID, now, SELLER, CUSTOMER_NAME, plates, ids['customer'],
+                 TENANT, OWNER_USER_ID, now, now, TAG),
+            )
+            insert_opening(open_id, 'transport', tid, total)
+            cur.execute(
+                """
+                INSERT INTO pl_transport_cert_purchase_ref
+                  (id, transport_cert_id, reference_type, reference_no, purchase_cert_id,
+                   tenant_no, create_dept_id, create_by, create_time, update_time, del_flag)
+                VALUES (%s,%s,'purchase_permit',%s,%s,%s,'',%s,%s,%s,0)
+                """,
+                (ref_id, tid, cert_no.replace('Y-', 'G-'), purchase_id, TENANT, OWNER_USER_ID, now, now),
+            )
+
+        early_to = today + timedelta(days=30)
+        late_to = today + timedelta(days=180)
+        insert_purchase2(ids['purchase_early'], f'G-{TAG}-10T', 10, early_to, ids['open_pe'])
+        insert_purchase2(ids['purchase_late'], f'G-{TAG}-100T', 100, late_to, ids['open_pl'])
+        insert_transport2(
+            ids['transport_early'], f'Y-{TAG}-10T', 10, early_to, ids['open_te'],
+            ids['purchase_early'], ids['ref_early'],
+        )
+        insert_transport2(
+            ids['transport_late'], f'Y-{TAG}-100T', 100, late_to, ids['open_tl'],
+            ids['purchase_late'], ids['ref_late'],
+        )
+        print('+ purchase x2 + transport x2 + opening + refs')
+
+        print('--- ids ---')
+        for k, v in ids.items():
+            print(f'{k}: {v}')
+        print('--- how to test ---')
+        print(f'1. 证用品类「98% 工业硫酸」关联产品 {PRODUCT_ID}（{product_name}）')
+        print(f'2. 新建运输计划：客户={CUSTOMER_NAME}，产品用上述合同行')
+        print(f'3. 安排车辆请用车号 {VEHICLE}（或把运输证车号改成你的车）')
+        print('4. 测规则A：计划量 50 吨时，应跳过 10 吨早到期证，选用 100 吨证')
+
+        if apply:
+            conn.commit()
+            print('COMMITTED')
+        else:
+            conn.rollback()
+            print('DRY-RUN rolled back')
+        return 0
+    except Exception:
+        conn.rollback()
+        raise
+    finally:
+        cur.close()
+        conn.close()
+
+
+if __name__ == '__main__':
+    raise SystemExit(main())

backend/tests/test_pl_customer_cert_quota.py

@@ -0,0 +1,196 @@
+"""客户+品类证件额度：切点、列表默认过滤、齐备语义、整笔选证。"""
+from datetime import date, datetime
+from decimal import Decimal
+from types import SimpleNamespace
+from unittest.mock import MagicMock
+
+import pytest
+from fastapi import HTTPException
+
+
+def test_assert_rule_not_configured_blocks_arrange():
+    from app.services import pl_cert_quota_rule_config_service as cfg
+
+    db = MagicMock()
+    db.query.return_value.filter_by.return_value.first.return_value = None
+    with pytest.raises(HTTPException) as exc:
+        cfg.assert_cert_quota_rule_configured(db, 't1')
+    assert exc.value.status_code == 409
+    assert '系统信息' in str(exc.value.detail)
+
+
+def test_resolve_rule_version_by_effective_at():
+    from app.services import pl_cert_quota_rule_config_service as cfg
+
+    db = MagicMock()
+    row = SimpleNamespace(effective_at=datetime(2026, 11, 14, 0, 0, 0))
+    db.query.return_value.filter_by.return_value.first.return_value = row
+    assert cfg.resolve_rule_version_for_create(db, 't', datetime(2026, 11, 13)) == 'legacy'
+    assert cfg.resolve_rule_version_for_create(db, 't', datetime(2026, 11, 14)) == 'customer_category'
+    db.query.return_value.filter_by.return_value.first.return_value = None
+    assert cfg.resolve_rule_version_for_create(db, 't', datetime(2026, 11, 20)) == 'legacy'
+
+
+def test_apply_plan_quota_new_rule_waive_skips_reserve_not_settle(monkeypatch):
+    from app.services import pl_quota_business as biz
+
+    plan = SimpleNamespace(
+        id='p1',
+        quota_cert_waived=1,
+        quota_cert_pending_fulfill=1,
+        cert_quota_rule_version='customer_category',
+        cert_configuration={},
+    )
+    called = {}
+
+    def fake_assert(*a, **k):
+        called['assert'] = True
+
+    monkeypatch.setattr('app.services.pl_quota_waiver.assert_waived_sources', fake_assert)
+    monkeypatch.setattr(
+        'app.services.pl_cert_quota_rule_config_service.plan_uses_customer_category',
+        lambda p: True,
+    )
+
+    result = biz.apply_plan_quota(MagicMock(), SimpleNamespace(id='u'), plan, 'reserve', None)
+    assert result.get('waived') is True
+    assert called.get('assert') is True
+
+    with pytest.raises(HTTPException) as exc:
+        biz.apply_plan_quota(MagicMock(), SimpleNamespace(id='u'), plan, 'settle', None)
+    assert '待完善' in str(exc.value.detail)
+
+
+def test_list_certs_default_excludes_closed_void(monkeypatch):
+    from app.services import pl_quota_cert_service as svc
+
+    class Col:
+        def __init__(self, name):
+            self.name = name
+
+    class FakeModel:
+        __tablename__ = 'pl_purchase_cert'
+        tenant_no = SimpleNamespace()
+        del_flag = 0
+        status = SimpleNamespace(notin_=lambda *a, **k: 'STATUS_FILTER')
+        create_time = SimpleNamespace(desc=lambda: 'DESC')
+        cert_no = seller_name = buyer_name = SimpleNamespace(contains=lambda *a, **k: True)
+        __table__ = SimpleNamespace(columns=[Col('id'), Col('status')])
+
+        @staticmethod
+        def id():
+            return 'id'
+
+    class Query:
+        def __init__(self):
+            self.filters = []
+
+        def filter(self, *a, **k):
+            self.filters.extend(a)
+            return self
+
+        def filter_by(self, **k):
+            return self
+
+        def order_by(self, *a):
+            return self
+
+        def all(self):
+            return []
+
+    q = Query()
+    db = MagicMock()
+    db.query.return_value = q
+    monkeypatch.setattr(svc, '_model', lambda t: FakeModel)
+    monkeypatch.setattr(svc, 'apply_pl_scope', lambda query, *a, **k: query)
+    monkeypatch.setattr(svc, 'get_cert', lambda *a, **k: {})
+    svc.list_certs(db, SimpleNamespace(tenant_no='t'), 'purchase')
+    assert any(f == 'STATUS_FILTER' for f in q.filters)
+
+
+def test_whole_cover_skips_insufficient_earlier_purchase():
+    """规则 A：早到期 10 吨不够则跳过，选用晚到期够量的证。"""
+    from app.services import pl_quota_customer_select as sel
+    from app.schemas.pl.quota_usage import UsageSource
+
+    source = UsageSource(
+        source_stop_type='delivery',
+        source_stop_id='s1',
+        source_stop_product_id='sp1',
+        plan_product_id='pp1',
+        contract_id='c1',
+        contract_product_id='cp1',
+        product_id='prod1',
+        quantity=Decimal('50'),
+        unit='吨',
+        fingerprint='x' * 64,
+        snapshot={'customerId': 'cust1'},
+        requires_transport=False,
+    )
+
+    early = SimpleNamespace(
+        id='buy-early', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=date(2026, 12, 1),
+        total_qty=Decimal('10'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0,
+    )
+    late = SimpleNamespace(
+        id='buy-late', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=date(2027, 6, 1),
+        total_qty=Decimal('100'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0,
+    )
+
+    class PurchaseQuery:
+        def filter(self, *a, **k):
+            return self
+
+        def order_by(self, *a, **k):
+            return self
+
+        def all(self):
+            return [early, late]
+
+    class LogQuery:
+        def filter_by(self, **k):
+            return self
+
+        def first(self):
+            return SimpleNamespace(id='opening')
+
+    db = MagicMock()
+
+    def query(model):
+        name = getattr(model, '__name__', str(model))
+        if 'Purchase' in name or model is early.__class__:
+            return PurchaseQuery()
+        return LogQuery()
+
+    # route by model class name via side_effect
+    from app.models.pl_quota_models import PlPurchaseCert, PlCertQtyLog
+
+    def q_side(model):
+        if model is PlPurchaseCert:
+            return PurchaseQuery()
+        if model is PlCertQtyLog:
+            return LogQuery()
+        return MagicMock()
+
+    db.query.side_effect = q_side
+    user = SimpleNamespace(tenant_no='t')
+
+    import app.services.pl_quota_customer_select as mod
+    orig_cat = mod.category_ids_for_product
+    mod.category_ids_for_product = lambda db, tenant, pid: {'cat1'}
+    try:
+        purchase_ids, transport_ids, manuals = sel.select_whole_cover_certs(
+            db, user, [source], vehicle_no='皖A12345', on_date=date(2026, 11, 14),
+        )
+    finally:
+        mod.category_ids_for_product = orig_cat
+
+    assert purchase_ids == ['buy-late']
+    assert transport_ids == []
+    assert len(manuals) == 1
+    assert manuals[0].permit_id == 'buy-late'
+    assert manuals[0].permit_quantity == Decimal('50')

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/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/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（`- [ ]`）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`
+
+- [ ] **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）
+- [ ] **Step 2:** 字段注释与 AGENTS 字段序一致；索引含 tenant_no + 常用筛选。
+- [ ] **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/`
+
+- [ ] **Step 1:** 增加 SQLAlchemy 模型与 Pydantic schema（camelCase alias）。
+- [ ] **Step 2:** 品类 CRUD + 关联产品差量保存（遵守 child-data-save-rules）。
+- [ ] **Step 3:** pytest：创建品类、关联两产品、停用关联、租户隔离。
+- [ ] **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`）
+
+- [ ] **Step 1:** GET/PUT 当前租户 `effective_at`。
+- [ ] **Step 2:** `assert_cert_quota_rule_configured`：`effective_at is None` → HTTP 409 固定中文文案。
+- [ ] **Step 3:** 计划创建时按设计 §7 打 `cert_quota_rule_version`。
+- [ ] **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
+
+- [ ] **Step 1:** 列表 API 默认 `status not in (closed, void)`；显式传 status 时以参数为准。
+- [ ] **Step 2:** 前端列头漏斗可选到已核销/作废；默认不选。
+- [ ] **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）
+
+- [ ] **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）。
+- [ ] **Step 2:** 系统信息下 Tab「运输证件规则」编辑生效时间。
+- [ ] **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）。
+- [ ] **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
+
+- [ ] **Step 1:** 详情区展示已关联购买证/运输证（无数据时占位「暂无」）。
+- [ ] **Step 2:** 同市来源可只显示购买证。
+
+### 一期完成门禁
+
+- [ ] 本地执行相关 pytest，记录命令与结果。
+- [ ] `pnpm build:typecheck`（若改了 web-admin）或说明未跑原因。
+- [ ] **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`
+
+- [ ] **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。
+- [ ] **Step 2:** `same_city` → `requires_transport=False` 保留。
+- [ ] **Step 3:** 来源快照写入 `customer_id`/`customer_name`。
+- [ ] **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
+
+- [ ] **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。
+- [ ] **Step 2:** 新规则路径禁止拆分到多购买证。
+- [ ] **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
+
+- [ ] **Step 1:** `customer_category` 版本：`build_usage_request` 不再 `resolve_contract_bound_certs`。
+- [ ] **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。
+- [ ] **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。
+- [ ] **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
+
+- [ ] **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
+
+- [ ] 相关 pytest 全绿并记录。
+- [ ] **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
+
+- [ ] **Step 1:** 标记齐备 → `quota_cert_pending_fulfill=1`，安排可跳过 reserve。
+- [ ] **Step 2:** `settle`/`archive`：若 pending 或 waived 未完善 → 409，不得跳过额度。
+- [ ] **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
+
+- [ ] **Step 1:** `POST .../fulfill-quota-certs`（单条）与 batch 接口。
+- [ ] **Step 2:** 成功：写 usage、清 pending、出队；失败：保留 pending + 原因。
+- [ ] **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）
+
+- [ ] **Step 1:** 仅列出新规则待完善计划。
+- [ ] **Step 2:** 上传购买证/运输证入口。
+- [ ] **Step 3:** 操作列完善并关闭 + 批量；成功刷新列表。
+- [ ] **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
+
+- [ ] **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
+
+- [ ] 全链路 pytest + 必要前端 typecheck。
+- [ ] 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。
+- [ ] **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）
+
+- [ ] 提供只读 SQL/脚本：按 `product_name_on_cert` 分组列出候选品类名。
+- [ ] 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/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：实现中（2026-11-14 本会话已落地核心后端 + 关键 Web；待执行 SQL 与业务验收）  
+> 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。

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: false
   vue-demi: true

web-admin/src/App.vue

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

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

@@ -44,6 +44,8 @@ export interface CertBody {
   routeText?: string | null
   consigneeName?: string | null
   applicantName?: string | null
+  customerId?: string | null
+  categoryId?: string | null
   contractBindings?: CertificateContractBinding[]
   purchaseRefs?: PurchaseReference[]
 }
@@ -61,6 +63,7 @@ export interface QuotaCert extends Omit<CertBody, 'status'> {
   usagePolicy: 'once' | 'multiple' | 'needs_confirmation'
   createTime?: string
   certType?: CertType
+  derivedCategoryIds?: string[]
 }
 export interface ScopeProduct {
   id?: string
@@ -393,7 +396,48 @@ 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/${id}`).then(pickBxData<{ ok?: boolean }>)
+}
+
+export interface CertCategory {
+  id: string
+  categoryName: string
+  categoryCode?: string | null
+  status: string
+  products?: Array<{ id?: string; productId: string; scopeStatus?: string }>
+}
+
+export const certQuotaRuleApi = {
+  get: () =>
+    request
+      .get(`${base}/rule-config`)
+      .then(pickBxData<{ effectiveAt: string | null; configured: boolean }>),
+  save: (effectiveAt: string | null) =>
+    request
+      .put(`${base}/rule-config`, { effectiveAt })
+      .then(pickBxData<{ effectiveAt: string | null; configured: boolean }>)
 }
 
 export const planQuotaApi = {

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

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

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

@@ -71,6 +71,23 @@
         <p v-else-if="!loading" class="pl-plan-form-empty-hint">暂无车辆信息</p>
       </section>
 
+      <section class="pl-plan-form-section pl-plan-form-section--plain">
+        <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 → 待完善并关闭」挂证
+        </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-row">
+            <el-tag size="small" :type="item.kind === 'purchase' ? 'success' : 'warning'">
+              {{ item.kind === 'purchase' ? '购买证' : '运输证' }}
+            </el-tag>
+            <span>{{ item.certNo || item.certId }}</span>
+            <span class="text-slate-500">预占 {{ item.reservedQty }} / 已用 {{ item.usedQty }}</span>
+          </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">
         <h3 class="pl-plan-form-section-title">装送货信息</h3>
         <PlPlanStopsSplitShell
@@ -1633,11 +1650,41 @@
       })
   )
 
+  const linkedCertRows = ref<
+    Array<{
+      key: string
+      kind: string
+      certId: string
+      certNo?: string
+      reservedQty: string | number
+      usedQty: string | number
+    }>
+  >([])
+
+  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,
+        reservedQty: u.reservedQty ?? u.reserved_qty ?? '—',
+        usedQty: u.usedQty ?? u.used_qty ?? '—'
+      }))
+    } 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(

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/router/modules/pl.ts

@@ -68,6 +68,13 @@ 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',

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/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/views/pl/cert-category/index.vue

@@ -0,0 +1,190 @@
+<!-- 证用品类 — P01 标准列表；与 CRM 分类独立 -->
+<template>
+  <div class="page-container">
+    <section class="panel">
+      <div class="panel-top">
+        <h2 class="title-bar-heading">证用品类</h2>
+      </div>
+      <div class="list-toolbar">
+        <div class="list-toolbar-row">
+          <ListQuickSearchInput
+            v-model="keyword"
+            placeholder="品类名称"
+            @search="search"
+            @clear="search"
+          />
+          <el-button type="primary" @click="openEdit()">
+            <el-icon><Plus /></el-icon>新增品类
+          </el-button>
+          <el-button :loading="loading" @click="load">
+            <el-icon><Refresh /></el-icon>刷新
+          </el-button>
+        </div>
+      </div>
+      <div class="list-body list-wrap">
+        <ListTable
+          v-loading="loading"
+          table-key="pl-cert-category"
+          class="list-table"
+          :data="rows"
+          stripe
+          row-key="id"
+        >
+          <el-table-column prop="categoryName" label="品类名称" min-width="160" />
+          <el-table-column prop="categoryCode" label="编码" min-width="120">
+            <template #default="{ row }">{{ row.categoryCode || '—' }}</template>
+          </el-table-column>
+          <el-table-column prop="status" label="状态" min-width="100">
+            <template #default="{ row }">
+              <el-tag size="small" :type="row.status === '1' ? 'success' : 'info'">
+                {{ row.status === '1' ? '启用' : '停用' }}
+              </el-tag>
+            </template>
+          </el-table-column>
+          <el-table-column label="操作" min-width="200" fixed="right">
+            <template #default="{ row }">
+              <el-button link type="primary" @click="openEdit(row)">编辑</el-button>
+              <el-button link type="danger" @click="remove(row)">删除</el-button>
+            </template>
+          </el-table-column>
+        </ListTable>
+      </div>
+    </section>
+
+    <el-dialog
+      v-model="visible"
+      class="dialog-form-layout"
+      :title="editingId ? '编辑证用品类' : '新增证用品类'"
+      width="640px"
+      align-center
+      destroy-on-close
+    >
+      <el-form label-position="top">
+        <div class="form-grid-2">
+          <el-form-item label="品类名称" required>
+            <el-input v-model="form.categoryName" maxlength="128" />
+          </el-form-item>
+          <el-form-item label="编码">
+            <el-input v-model="form.categoryCode" maxlength="64" />
+          </el-form-item>
+          <el-form-item label="状态">
+            <el-select v-model="form.status" class="w-full">
+              <el-option label="启用" value="1" />
+              <el-option label="停用" value="0" />
+            </el-select>
+          </el-form-item>
+        </div>
+        <el-form-item label="关联系统产品（产品 ID，逗号分隔，保存后按差量写入）">
+          <el-input
+            v-model="productIdsText"
+            type="textarea"
+            :rows="3"
+            placeholder="例如：uuid1,uuid2（上线后可改产品选择器）"
+          />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="visible = false">
+          <el-icon><Close /></el-icon>取消
+        </el-button>
+        <el-button type="primary" :loading="saving" @click="save">
+          <el-icon><Check /></el-icon>确定
+        </el-button>
+      </template>
+    </el-dialog>
+  </div>
+</template>
+
+<script setup lang="ts">
+  import { certCategoryApi, type CertCategory } from '@/api/pl/quota-cert'
+  import ListQuickSearchInput from '@/components/business/list-quick-search-input/index.vue'
+  import { Check, Close, Plus, Refresh } from '@element-plus/icons-vue'
+
+  const keyword = ref('')
+  const loading = ref(false)
+  const saving = ref(false)
+  const rows = ref<CertCategory[]>([])
+  const visible = ref(false)
+  const editingId = ref('')
+  const form = reactive({ categoryName: '', categoryCode: '', status: '1' })
+  const productIdsText = ref('')
+
+  async function load() {
+    loading.value = true
+    try {
+      rows.value = (await certCategoryApi.list({ keyword: keyword.value || undefined })) || []
+    } catch (error: any) {
+      ElMessage.error(error?.message || '加载失败')
+    } finally {
+      loading.value = false
+    }
+  }
+
+  function search() {
+    void load()
+  }
+
+  async function openEdit(row?: CertCategory) {
+    editingId.value = row?.id || ''
+    form.categoryName = row?.categoryName || ''
+    form.categoryCode = row?.categoryCode || ''
+    form.status = row?.status || '1'
+    productIdsText.value = ''
+    if (row?.id) {
+      const detail = await certCategoryApi.get(row.id)
+      productIdsText.value = (detail.products || [])
+        .filter((p) => p.scopeStatus !== 'inactive')
+        .map((p) => p.productId)
+        .join(',')
+    }
+    visible.value = true
+  }
+
+  async function save() {
+    if (!form.categoryName.trim()) {
+      ElMessage.warning('请填写品类名称')
+      return
+    }
+    const productIds = productIdsText.value
+      .split(/[,，\s]+/)
+      .map((s) => s.trim())
+      .filter(Boolean)
+    const body = {
+      categoryName: form.categoryName.trim(),
+      categoryCode: form.categoryCode || null,
+      status: form.status,
+      products: productIds.map((productId) => ({ productId, scopeStatus: 'active' }))
+    }
+    saving.value = true
+    try {
+      if (editingId.value) await certCategoryApi.update(editingId.value, body)
+      else await certCategoryApi.create(body)
+      ElMessage.success('已保存')
+      visible.value = false
+      await load()
+    } catch (error: any) {
+      ElMessage.error(error?.message || '保存失败')
+    } finally {
+      saving.value = false
+    }
+  }
+
+  async function remove(row: CertCategory) {
+    try {
+      await ElMessageBox.confirm(`确认删除品类「${row.categoryName}」？`, '删除', { type: 'warning' })
+    } catch {
+      return
+    }
+    try {
+      await certCategoryApi.remove(row.id)
+      ElMessage.success('已删除')
+      await load()
+    } catch (error: any) {
+      ElMessage.error(error?.message || '删除失败')
+    }
+  }
+
+  onMounted(() => {
+    void load()
+  })
+</script>

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

@@ -4,12 +4,25 @@
       <div class="panel-top"><h2 class="title-bar-heading">证书齐备</h2></div>
       <div class="list-toolbar">
         <div class="list-toolbar-row">
+          <el-radio-group v-model="listMode" class="mr-3" @change="onModeChange">
+            <el-radio-button value="mark">标记齐备</el-radio-button>
+            <el-radio-button value="fulfill">待完善并关闭</el-radio-button>
+          </el-radio-group>
           <ListQuickSearchInput
             v-model="keyword"
             placeholder="计划编号"
             @search="search"
             @clear="search"
           />
+          <el-button
+            v-if="listMode === 'fulfill'"
+            type="primary"
+            :disabled="!selectedIds.length"
+            :loading="batching"
+            @click="fulfillBatch"
+          >
+            <el-icon><CircleCheck /></el-icon>批量完善并关闭
+          </el-button>
           <el-button v-if="keyword || hasActiveFilters" @click="reset">
             <el-icon><RefreshLeft /></el-icon>清除筛选
           </el-button>
@@ -29,6 +42,7 @@
             row-key="id"
             stripe
             class="list-table"
+            @selection-change="onSelectionChange"
           >
             <el-table-column
               v-for="column in columns"
@@ -73,17 +87,34 @@
                 <span v-else>{{ row[column.prop] || '—' }}</span>
               </template>
             </el-table-column>
+            <el-table-column
+              v-if="listMode === 'fulfill'"
+              type="selection"
+              width="48"
+              :reserve-selection="false"
+            />
             <el-table-column label="操作" min-width="260" fixed="right">
               <template #default="{ row }">
-                <el-button
-                  v-if="!row.quotaCertWaived"
-                  type="primary"
-                  :loading="markingId === row.id"
-                  @click="mark(row)"
-                >
-                  <el-icon><CircleCheck /></el-icon>证书齐备
-                </el-button>
-                <span v-else>已确认</span>
+                <template v-if="listMode === 'fulfill'">
+                  <el-button
+                    type="primary"
+                    :loading="markingId === row.id"
+                    @click="fulfillOne(row)"
+                  >
+                    <el-icon><CircleCheck /></el-icon>完善并关闭
+                  </el-button>
+                </template>
+                <template v-else>
+                  <el-button
+                    v-if="!row.quotaCertWaived"
+                    type="primary"
+                    :loading="markingId === row.id"
+                    @click="mark(row)"
+                  >
+                    <el-icon><CircleCheck /></el-icon>证书齐备
+                  </el-button>
+                  <span v-else>已确认</span>
+                </template>
               </template>
             </el-table-column>
           </ListTable>
@@ -124,6 +155,9 @@
   const total = ref(0)
   const loading = ref(false)
   const markingId = ref('')
+  const batching = ref(false)
+  const listMode = ref<'mark' | 'fulfill'>('mark')
+  const selectedIds = ref<string[]>([])
   const rows = ref<CertReadyPlan[]>([])
   let epoch = 0
   const defaultPlanDates = certReadyDefaultPlanDates()
@@ -203,13 +237,21 @@
   async function load() {
     const current = ++epoch
     loading.value = true
+    selectedIds.value = []
     try {
-      const value = await certReadyApi.list({
-        keyword: keyword.value || undefined,
-        page: page.value,
-        pageSize: 20,
-        ...toQueryParams()
-      })
+      const value =
+        listMode.value === 'fulfill'
+          ? await certReadyApi.listPendingFulfill({
+              keyword: keyword.value || undefined,
+              page: page.value,
+              pageSize: 20
+            })
+          : await certReadyApi.list({
+              keyword: keyword.value || undefined,
+              page: page.value,
+              pageSize: 20,
+              ...toQueryParams()
+            })
       if (current !== epoch) return
       rows.value = value?.list || []
       total.value = value?.total || 0
@@ -225,6 +267,11 @@
     void load()
   }
 
+  function onModeChange() {
+    page.value = 1
+    void load()
+  }
+
   function reset() {
     keyword.value = ''
     if (hasActiveFilters.value) clearAllFilters()
@@ -234,7 +281,7 @@
   async function mark(row: CertReadyPlan) {
     try {
       await ElMessageBox.confirm(
-        '确认后，这条运输计划在安排和归档时都不再校验购买证、运输证，也不扣减额度。确认人和时间会记在本行。',
+        '确认后可先安排运输；新规则下归档前仍须在「待完善并关闭」中挂上购买证/运输证。确认人和时间会记在本行。',
         '证书齐备',
         { type: 'warning', confirmButtonText: '确认齐备', cancelButtonText: '取消' }
       )
@@ -253,6 +300,42 @@
     }
   }
 
+  async function fulfillOne(row: CertReadyPlan) {
+    markingId.value = row.id
+    try {
+      await certReadyApi.fulfill(row.id)
+      ElMessage.success('已完善并关闭')
+      await load()
+    } catch (error) {
+      ElMessage.error(certReadyErrorText(error, '完善并关闭失败'))
+    } finally {
+      markingId.value = ''
+    }
+  }
+
+  function onSelectionChange(selection: CertReadyPlan[]) {
+    selectedIds.value = selection.map((row) => row.id)
+  }
+
+  async function fulfillBatch() {
+    if (!selectedIds.value.length) return
+    batching.value = true
+    try {
+      const res = await certReadyApi.fulfillBatch(selectedIds.value)
+      const failed = (res?.results || []).filter((r) => !r.ok)
+      if (failed.length) {
+        ElMessage.warning(`部分失败：${failed.map((f) => f.message || f.planId).join('；')}`)
+      } else {
+        ElMessage.success('批量完善完成')
+      }
+      await load()
+    } catch (error) {
+      ElMessage.error(certReadyErrorText(error, '批量完善失败'))
+    } finally {
+      batching.value = false
+    }
+  }
+
   const tableWrapRef = ref<HTMLElement | null>(null)
   const pagerRef = ref<HTMLElement | null>(null)
   const tableRef = ref()

web-admin/src/views/system/cert-quota-rule/index.vue

@@ -0,0 +1,78 @@
+<!-- 运输证件规则切点 — 系统信息 Tab；P01 简表单 -->
+<template>
+  <div class="page-container">
+    <section class="panel">
+      <div class="panel-top">
+        <h2 class="title-bar-heading">运输证件规则</h2>
+      </div>
+      <div class="p-6 max-w-xl">
+        <p class="text-sm text-slate-500 mb-4">
+          配置「客户+品类」额度生效时间。未配置时无法安排运输。计划创建时按该时间打规则版本；修改后只影响之后新建的计划。
+        </p>
+        <el-form label-position="top" class="dialog-form-layout">
+          <el-form-item label="客户品类额度生效时间">
+            <el-date-picker
+              v-model="effectiveAt"
+              type="datetime"
+              value-format="YYYY-MM-DD HH:mm:ss"
+              placeholder="请选择生效时间"
+              class="w-full"
+              clearable
+            />
+          </el-form-item>
+          <el-form-item>
+            <el-button type="primary" :loading="saving" @click="save">
+              <el-icon><Check /></el-icon>保存
+            </el-button>
+            <el-button :loading="loading" @click="load">
+              <el-icon><Refresh /></el-icon>刷新
+            </el-button>
+          </el-form-item>
+          <p v-if="!configured" class="text-amber-600 text-sm">当前未配置：运输计划安排将被拦住。</p>
+          <p v-else class="text-emerald-700 text-sm">已配置生效时间：{{ effectiveAt }}</p>
+        </el-form>
+      </div>
+    </section>
+  </div>
+</template>
+
+<script setup lang="ts">
+  import { certQuotaRuleApi } from '@/api/pl/quota-cert'
+  import { Check, Refresh } from '@element-plus/icons-vue'
+
+  const loading = ref(false)
+  const saving = ref(false)
+  const effectiveAt = ref<string | null>(null)
+  const configured = ref(false)
+
+  async function load() {
+    loading.value = true
+    try {
+      const data = await certQuotaRuleApi.get()
+      effectiveAt.value = data?.effectiveAt || null
+      configured.value = Boolean(data?.configured)
+    } catch (error: any) {
+      ElMessage.error(error?.message || '加载失败')
+    } finally {
+      loading.value = false
+    }
+  }
+
+  async function save() {
+    saving.value = true
+    try {
+      const data = await certQuotaRuleApi.save(effectiveAt.value)
+      effectiveAt.value = data?.effectiveAt || null
+      configured.value = Boolean(data?.configured)
+      ElMessage.success(configured.value ? '已保存生效时间' : '已清空生效时间（安排将被拦住）')
+    } catch (error: any) {
+      ElMessage.error(error?.message || '保存失败')
+    } finally {
+      saving.value = false
+    }
+  }
+
+  onMounted(() => {
+    void load()
+  })
+</script>