fix(pl): 新规则安排不再被本地合同绑证缺口误拦。

H5 运输计划验收发现 customer_category 在服务端自动选证已通过时，前端仍用合同绑证空缺拦截安排；同步用证面板从占用回填证号并补专项单测。
fix(pl): 对齐移动 H5 证书齐备 2.0 与合同用证提示。
2026-11-15 08:22:46 +08:00 · 2026-11-15 08:04:38 +08:00 · 2026-11-15 08:01:14 +08:00 · 2026-11-15 07:44:08 +08:00
27 changed files with 580 additions and 81 deletions
@@ -199,9 +199,9 @@ class PlPlanCertUsageItem(Base):
    __tablename__ = "pl_plan_cert_usage_item"
    id = Column(String(64), primary_key=True, comment='主键UUID')
    usage_id = Column(String(64), nullable=False, comment='pl_plan_cert_usage.id')
-    contract_cert_link_id = Column(String(64), nullable=False, comment='合同与证件绑定ID，须与usage的证件相同')
-    contract_cert_product_id = Column(String(64), nullable=False, comment='本产品的适用范围明细ID：pl_contract_cert_product.id')
-    contract_scope_revision = Column(Integer, nullable=False, comment='本次确认的合同证件适用范围版本')
+    contract_cert_link_id = Column(String(64), nullable=True, comment='合同与证件绑定ID；客户品类规则可空')
+    contract_cert_product_id = Column(String(64), nullable=True, comment='合同证件产品范围明细ID；客户品类规则可空')
+    contract_scope_revision = Column(Integer, nullable=False, default=0, comment='合同证件适用范围版本；客户品类规则为0')
    contract_id = Column(String(64), nullable=False, comment='本次履行的山峡合同ID')
    contract_product_id = Column(String(64), nullable=False, comment='对应合同产品行ID')
    plan_product_id = Column(String(64), nullable=False, comment='计划产品行ID')
@@ -129,7 +129,7 @@ def save_cert(db, user, cert_type, data, cert_id=None):
        raise HTTPException(409, '证件合同范围已变更，请重试')
    if cert_type == 'transport' and any(('purchase', pid) not in keys for pid in
            _reference_ids(db, user, effective_id, refs, current=True)):
-        raise HTTPException(409, '证面引用已变更，请重试')
+        raise HTTPException(409, '关联购买证已变更，请重试')
    prepared_face = certs.prepare_cert(db, user, cert_type, face, cert_id,
                                      locked=locked, effective_id=effective_id)
    # 用最终证面状态校验作废证不可扩大，不修改持久对象。
@@ -211,13 +211,13 @@ def _validate_refs(db, user, cert_id, submitted, historical, purchases, current=
        if purchase_cert_id:
            purchase = purchases.get(purchase_cert_id)
            if purchase is None:
-                raise HTTPException(409, '证面引用已变更，请刷新后重新保存')
+                raise HTTPException(409, '关联购买证已变更，请刷新后重新保存')
        if historical and _historical_ref_locked(previous, item):
-            raise HTTPException(400, '已有历史用量，不能改变证面引用身份，请联系管理员')
+            raise HTTPException(400, '已有历史用量，不能改变关联购买证身份，请联系管理员')
        pending.append((previous, item))
    removed = [r for rid,r in old.items() if rid not in ids]
    if historical and removed:
-        raise HTTPException(400, '已有历史用量，不能移除证面引用，请联系管理员')
+        raise HTTPException(400, '已有历史用量，不能移除关联购买证，请联系管理员')
    return pending, removed


@@ -241,7 +241,7 @@ def prepare_cert(db, user, cert_type, data, cert_id=None, *, locked=None, effect
        purchases = {pid: (locked.get(('purchase', pid)) if locked is not None else
                          _get_row(db, user, 'purchase', pid, lock=True)) for pid in sorted(purchase_ids)}
        if any(row is None for row in purchases.values()):
-            raise HTTPException(409, '证面引用已变更，请重试')
+            raise HTTPException(409, '关联购买证已变更，请重试')
    row = (locked[(cert_type, cert_id)] if locked is not None else
           _get_row(db, user, cert_type, cert_id, lock=True)) if cert_id else None
    historical = bool(row and _has_history(db,user,cert_type,cert_id))
@@ -89,7 +89,7 @@ def missing_purchase_link_message(demands, purchases, transports, cert_nos):
        seen.add(key)
        notices.append(
            f'运输证 {move_text} 没有引用合同正在使用的购买证 {buy_text}。'
-            '请先打开该运输证，在「证面引用」的「对应购买证档案」中选择这张购买证，再安排运输'
+            '请先打开该运输证，在「关联购买证」中选择这张购买证档案，再安排运输'
        )
    return '；'.join(notices)

@@ -198,6 +198,8 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
        if product is None or product.product_id!=s.product_id: raise ValueError('合同产品归属不符')
    scopes={}; candidates={'purchase':[],'transport':[]}
    skipped_for_vehicle=False
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    customer_rule = plan_uses_customer_category(plan)
    for k in sorted(selected):
        kind,pid=k; c=certs[k]
        if not query(m.PlCertQtyLog,cert_type=kind,cert_id=pid,event_type='opening',del_flag=0).first(): raise ValueError('证件尚未确认期初')
@@ -216,11 +218,17 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
            if c.opening_single_use_consumed or any(u.plan_id!=plan.id and (u.usage_status in ('reserved','in_transit','settled','exception') or (u.confirmation_snapshot or {}).get('executed')) for u in previous):
                raise ValueError('一次有效证件已使用或已占用')
        eligible=set()
-        for sid,s in sources.items():
-            link=query(m.PlContractCertLink,cert_type=kind,cert_id=pid,contract_id=s.contract_id,del_flag=0,link_status='active').first()
-            scope=None if link is None else query(m.PlContractCertProduct,contract_cert_link_id=link.id,contract_product_id=s.contract_product_id,del_flag=0,scope_status='active').first()
-            if scope:
-                eligible.add(sid); scopes[(k,sid)]=(link,scope)
+        if customer_rule:
+            # 新规则已由客户+品类整笔选证；账本不再依赖合同绑证 scope。
+            eligible=set(sources)
+            for sid in eligible:
+                scopes[(k,sid)]=(None,None)
+        else:
+            for sid,s in sources.items():
+                link=query(m.PlContractCertLink,cert_type=kind,cert_id=pid,contract_id=s.contract_id,del_flag=0,link_status='active').first()
+                scope=None if link is None else query(m.PlContractCertProduct,contract_cert_link_id=link.id,contract_product_id=s.contract_product_id,del_flag=0,scope_status='active').first()
+                if scope:
+                    eligible.add(sid); scopes[(k,sid)]=(link,scope)
        refs=frozenset(x.purchase_cert_id for x in query(m.PlTransportCertPurchaseRef,transport_cert_id=pid,del_flag=0).all() if x.purchase_cert_id) if kind=='transport' else frozenset()
        own=usages[k].reserved_qty if k in usages else ZERO
        candidates[kind].append(PermitCandidate(pid,c.total_qty-c.used_qty-c.reserved_qty+own,c.quantity_unit,c.valid_to,frozenset(eligible),refs))
@@ -279,8 +287,10 @@ def _reserve(db,user,r,plan,certs,usages,items,selected,preview=False,lock_previ
                'sourceId':a.source_id,'certId':a.permit_id,'sourceQuantity':_canonical(a.source_quantity),
                'permitQuantity':_canonical(a.permit_quantity),'sourceUnit':a.source_unit,
                'permitUnit':a.permit_unit,'allocationSeq':a.allocation_seq,
-                'contractCertLinkId':link.id,'contractCertProductId':scope.id,
-                'scopeRevision':link.scope_revision,'certRevision':certs[k].revision,
+                'contractCertLinkId':None if link is None else link.id,
+                'contractCertProductId':None if scope is None else scope.id,
+                'scopeRevision':0 if link is None else link.scope_revision,
+                'certRevision':certs[k].revision,
                'ownReservedQty':_canonical(usages[k].reserved_qty if k in usages else ZERO),
            })
        return result
@@ -309,7 +319,27 @@ def _reserve(db,user,r,plan,certs,usages,items,selected,preview=False,lock_previ
            item=previous.get(a.source_id)
            if item is None:
                item=m.PlPlanCertUsageItem(**_audit(user),usage_id=u.id); db.add(item); items[k].append(item)
-            values=dict(contract_cert_link_id=link.id,contract_cert_product_id=scope.id,contract_scope_revision=link.scope_revision,contract_id=s.contract_id,contract_product_id=s.contract_product_id,plan_product_id=s.plan_product_id,source_stop_type=s.source_stop_type,source_stop_id=s.source_stop_id,source_stop_product_id=s.source_stop_product_id,related_stop_products=s.related_stop_products,allocation_seq=a.allocation_seq,source_unit=s.unit,planned_source_qty=s.quantity,allocated_source_qty=a.source_quantity,planned_cert_qty=a.permit_quantity,reserved_qty=a.permit_quantity,used_qty=ZERO,item_status='reserved',source_fingerprint=s.fingerprint,source_snapshot={**s.snapshot, 'measurementVersion': s.snapshot.get('measurementVersion', 'legacy_single_side'), 'productId': s.product_id},del_flag=0,reserve_input_mode=_reserve_input_mode(s.unit, c.quantity_unit),reserve_conversion_note=notes.get((k[0],k[1],a.source_id)),reserve_confirmed_by=user.id,reserve_confirmed_time=datetime.now(),update_by=user.id)
+            values=dict(
+                contract_cert_link_id=None if link is None else link.id,
+                contract_cert_product_id=None if scope is None else scope.id,
+                contract_scope_revision=0 if link is None else link.scope_revision,
+                contract_id=s.contract_id,contract_product_id=s.contract_product_id,plan_product_id=s.plan_product_id,
+                source_stop_type=s.source_stop_type,source_stop_id=s.source_stop_id,source_stop_product_id=s.source_stop_product_id,
+                related_stop_products=s.related_stop_products,allocation_seq=a.allocation_seq,source_unit=s.unit,
+                planned_source_qty=s.quantity,allocated_source_qty=a.source_quantity,planned_cert_qty=a.permit_quantity,
+                reserved_qty=a.permit_quantity,used_qty=ZERO,item_status='reserved',source_fingerprint=s.fingerprint,
+                source_snapshot={
+                    **s.snapshot,
+                    'measurementVersion': s.snapshot.get('measurementVersion', 'legacy_single_side'),
+                    'productId': s.product_id,
+                    'quotaRuleVersion': getattr(plan, 'cert_quota_rule_version', None),
+                    'customerId': (s.snapshot or {}).get('customerId'),
+                    'customerName': (s.snapshot or {}).get('customerName'),
+                },
+                del_flag=0,reserve_input_mode=_reserve_input_mode(s.unit, c.quantity_unit),
+                reserve_conversion_note=notes.get((k[0],k[1],a.source_id)),
+                reserve_confirmed_by=user.id,reserve_confirmed_time=datetime.now(),update_by=user.id,
+            )
            for name,value in values.items(): setattr(item,name,value)


@@ -381,3 +381,85 @@ def test_same_city_source_skips_transport_requirement():
    assert purchase_ids == ['buy1']
    assert transport_ids == []
    assert manuals[0].permit_id == 'buy1'
+
+
+def test_candidate_context_customer_rule_skips_contract_scope(monkeypatch):
+    """新规则账本候选不以合同绑证 scope 判定适用，否则预占会误报人工分配不适用。"""
+    from datetime import date
+    from decimal import Decimal
+    from types import SimpleNamespace
+    from app.services import pl_quota_usage_service as usage
+    from app.schemas.pl.quota_usage import UsageSource
+
+    plan = SimpleNamespace(id='plan', cert_quota_rule_version='customer_category', plan_no='P1')
+    source = UsageSource(
+        source_stop_type='delivery',
+        source_stop_id='s1',
+        source_stop_product_id='sp1',
+        plan_product_id='pp1',
+        contract_id='c1',
+        contract_product_id='cp1',
+        product_id='prod1',
+        quantity=Decimal('50'),
+        unit='dun',
+        fingerprint='f' * 64,
+        snapshot={'customerId': 'cust1'},
+        requires_transport=True,
+    )
+    request = SimpleNamespace(
+        sources=[source],
+        on_date=date(2026, 11, 15),
+        vehicle_no='皖A9TEST1',
+        manual_allocations=[],
+    )
+    cert = SimpleNamespace(
+        id='buy1', status='active', verified_time=date(2026, 11, 1), verified_by='u',
+        valid_from=date(2026, 11, 1), valid_to=date(2027, 1, 1), valid_use_text='多次有效',
+        total_qty=Decimal('100'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='dun', vehicle_numbers_json=['皖A9TEST1'], opening_single_use_consumed=0,
+        revision=1, cert_no='G1',
+    )
+
+    class Q:
+        def __init__(self, row=None, rows=None):
+            self._row = row
+            self._rows = rows or ([] if row is None else [row])
+
+        def first(self):
+            return self._row
+
+        def all(self):
+            return self._rows
+
+    def fake_query(db, user, model, lock=False, **filters):
+        name = getattr(model, '__name__', '')
+        if name == 'PlCertQtyLog':
+            return Q(SimpleNamespace(id='opening'))
+        if name == 'PlTransportCertPurchaseRef':
+            return Q(rows=[])
+        if name in ('PlContractCertLink', 'PlContractCertProduct'):
+            raise AssertionError('customer_category 不应查询合同绑证 scope')
+        return Q()
+
+    monkeypatch.setattr(usage, '_query', fake_query)
+    monkeypatch.setattr(usage, '_contract', lambda *a, **k: SimpleNamespace(status='executing', contract_type='sale'))
+    monkeypatch.setattr(
+        'app.services.pl_cert_quota_rule_config_service.plan_uses_customer_category',
+        lambda p: True,
+    )
+    # product ownership check uses _query for CrmContractProduct
+    def fake_query2(db, user, model, lock=False, **filters):
+        name = getattr(model, '__name__', '')
+        if name == 'CrmContractProduct':
+            return Q(SimpleNamespace(product_id='prod1'))
+        return fake_query(db, user, model, lock=lock, **filters)
+
+    monkeypatch.setattr(usage, '_query', fake_query2)
+
+    sources, scopes, candidates = usage._candidate_context(
+        MagicMock(), SimpleNamespace(tenant_no='t', id='u'), request, plan,
+        {('purchase', 'buy1'): cert}, {}, {}, {('purchase', 'buy1')},
+    )
+    assert 'delivery:sp1' in sources
+    assert scopes[(('purchase', 'buy1'), 'delivery:sp1')] == (None, None)
+    assert candidates['purchase'][0].product_ids == frozenset({'delivery:sp1'})
@@ -97,7 +97,7 @@ def test_plan_overview_accepts_web_funnel_aliases_and_validates_dates(api, monke
    assert filters == {'plan_no': '001', 'license_plate': '皖A',
        'plan_date_from': date(2026, 11, 1), 'plan_date_to': date(2026, 11, 3),
        'quota_status_in': 'reserved,settled', 'supplier_name': None, 'customer_name': None,
-        'product_name': None, 'follow_status_in': None}
+        'product_name': None, 'follow_status_in': None, 'conversion_only': False}
    assert client.get('/api/transport/quota-certs/plans', params={'planDateFrom': 'wrong'}).status_code == 422
    assert received == []

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

@@ -314,11 +314,11 @@ def test_unlinked_reference_can_bind_purchase_archive_after_opening(ctx):
    assert saved['purchaseRefs'][0]['purchaseCertId']==purchase_row['id']
    assert saved['purchaseRefs'][0]['referenceNo']=='G35260264950502'
    linked=saved['purchaseRefs'][0]
-    with pytest.raises(HTTPException, match='不能改变证面引用身份'):
+    with pytest.raises(HTTPException, match='不能改变关联购买证身份'):
        s.save_cert(db,u,'transport',{'purchaseRefs':[{'id':linked['id'],'referenceType':'unknown','referenceNo':purchase_row['certNo'],'purchaseCertId':purchase_row['id']}]},row['id'])
    with pytest.raises(HTTPException, match='不能移除'):
        s.save_cert(db,u,'transport',{'purchaseRefs':[]},row['id'])
-    with pytest.raises(HTTPException, match='不能改变证面引用身份'):
+    with pytest.raises(HTTPException, match='不能改变关联购买证身份'):
        s.save_cert(db,u,'transport',{'purchaseRefs':[
            {k:linked[k] for k in ('id','referenceType','referenceNo','purchaseCertId')},
            {'referenceType':'unknown','referenceNo':'NEW'},
@@ -29,6 +29,8 @@ CREATE TABLE `pl_purchase_cert` (
  `seller_legal_representative` varchar(100) DEFAULT NULL COMMENT '销售方法定代表人',
  `seller_phone` varchar(100) DEFAULT NULL COMMENT '销售方电话',
  `purchase_purpose` varchar(1000) DEFAULT NULL COMMENT '用途',
+  `customer_id` varchar(64) DEFAULT NULL COMMENT '系统客户ID；选证必填',
+  `category_id` varchar(64) DEFAULT NULL COMMENT '证用品类ID；选证必填',
  `tenant_no` varchar(64) NOT NULL COMMENT '租户编号，由服务端当前用户上下文设置',
  `order_num` int DEFAULT NULL COMMENT '公共排序号',
  `remark` varchar(1000) DEFAULT NULL COMMENT '系统备注，与证面备注分开',
@@ -74,6 +76,7 @@ CREATE TABLE `pl_transport_cert` (
  `route_text` text COMMENT '运输路线完整原文',
  `consignee_name` varchar(255) DEFAULT NULL COMMENT '收货单位名称或姓名',
  `applicant_name` varchar(255) DEFAULT NULL COMMENT '申请单位名称或姓名',
+  `customer_id` varchar(64) DEFAULT NULL COMMENT '系统客户ID；选证必填',
  `tenant_no` varchar(64) NOT NULL COMMENT '租户编号，由服务端当前用户上下文设置',
  `order_num` int DEFAULT NULL COMMENT '公共排序号',
  `remark` varchar(1000) DEFAULT NULL COMMENT '系统备注，与证面备注分开',
@@ -0,0 +1,7 @@
+-- 客户+品类规则下用证明细不再依赖合同绑证 scope；将合同绑定字段改为可空。
+SET NAMES utf8mb4;
+
+ALTER TABLE `pl_plan_cert_usage_item`
+  MODIFY COLUMN `contract_cert_link_id` varchar(64) DEFAULT NULL COMMENT '合同与证件绑定ID；客户品类规则可空',
+  MODIFY COLUMN `contract_cert_product_id` varchar(64) DEFAULT NULL COMMENT '合同证件产品范围明细ID；客户品类规则可空',
+  MODIFY COLUMN `contract_scope_revision` int(11) NOT NULL DEFAULT 0 COMMENT '合同证件适用范围版本；客户品类规则为0';
@@ -0,0 +1,7 @@
+-- 客户+品类规则下用证明细不再依赖合同绑证 scope；将合同绑定字段改为可空。
+SET NAMES utf8mb4;
+
+ALTER TABLE `pl_plan_cert_usage_item`
+  MODIFY COLUMN `contract_cert_link_id` varchar(64) DEFAULT NULL COMMENT '合同与证件绑定ID；客户品类规则可空',
+  MODIFY COLUMN `contract_cert_product_id` varchar(64) DEFAULT NULL COMMENT '合同证件产品范围明细ID；客户品类规则可空',
+  MODIFY COLUMN `contract_scope_revision` int(11) NOT NULL DEFAULT 0 COMMENT '合同证件适用范围版本；客户品类规则为0';
@@ -0,0 +1,46 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+
+const readyTab = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/ReadyTab.vue', import.meta.url),
+  'utf8'
+)
+const contractTab = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/ContractTab.vue', import.meta.url),
+  'utf8'
+)
+const archiveForm = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/archive-form.vue', import.meta.url),
+  'utf8'
+)
+const stopCard = readFileSync(
+  new URL('../src/views/m/pl/plan/PlanStopReadCard.vue', import.meta.url),
+  'utf8'
+)
+
+test('H5 证书齐备对齐 2.0：待完善列表与完善并关闭，且文案不宣称归档可跳过额度', () => {
+  assert.match(readyTab, /listPendingFulfill/)
+  assert.match(readyTab, /certReadyApi\.fulfill/)
+  assert.match(readyTab, /fulfillBatch/)
+  assert.match(readyTab, /已标记待完善/)
+  assert.match(readyTab, /完善并关闭/)
+  assert.match(readyTab, /归档前仍须/)
+  assert.doesNotMatch(readyTab, /安排和归档时都不再校验/)
+  assert.doesNotMatch(readyTab, /也不扣减额度/)
+})
+
+test('H5 合同用证页对新规则给出只读提示', () => {
+  assert.match(contractTab, /客户\+证用品类/)
+  assert.match(contractTab, /仅供历史查看/)
+})
+
+test('H5 建档页使用关联购买证且无证面引用残留', () => {
+  assert.match(archiveForm, /关联购买证/)
+  assert.doesNotMatch(archiveForm, /证面引用/)
+})
+
+test('H5 段次只读卡展示同市只需购买证', () => {
+  assert.match(stopCard, /是否同市/)
+  assert.match(stopCard, /同市只需购买证/)
+})
@@ -0,0 +1,86 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+import { toxicArrangeBlockMessage } from '../src/utils/pl-quota-cert-waiver'
+
+const detail = readFileSync(new URL('../src/views/m/pl/plan/detail.vue', import.meta.url), 'utf8')
+const stopCard = readFileSync(
+  new URL('../src/views/m/pl/plan/PlanStopReadCard.vue', import.meta.url),
+  'utf8'
+)
+const loadSection = readFileSync(
+  new URL('../src/views/m/pl/plan/MobilePlanLoadSection.vue', import.meta.url),
+  'utf8'
+)
+const deliverySection = readFileSync(
+  new URL('../src/views/m/pl/plan/MobilePlanDeliverySection.vue', import.meta.url),
+  'utf8'
+)
+const certFace = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/CertFacePanel.vue', import.meta.url),
+  'utf8'
+)
+const arrangeSubmit = readFileSync(
+  new URL('../src/composables/usePlPlanArrangeSubmit.ts', import.meta.url),
+  'utf8'
+)
+const formDialog = readFileSync(
+  new URL('../src/components/business/pl-plan-form-dialog/index.vue', import.meta.url),
+  'utf8'
+)
+const detailActions = readFileSync(
+  new URL('../src/utils/mp-pl-plan-detail-actions.ts', import.meta.url),
+  'utf8'
+)
+
+test('H5 计划详情提供查看用证入口并挂载 CertFacePanel', () => {
+  assert.match(detail, /查看用证/)
+  assert.match(detail, /CertFacePanel/)
+  assert.match(detail, /quotaOpen/)
+})
+
+test('H5 装送段可编辑同市，只读卡标明同市只需购买证', () => {
+  assert.match(loadSection, /sameCity/)
+  assert.match(deliverySection, /sameCity/)
+  assert.match(stopCard, /同市只需购买证/)
+})
+
+test('H5 用证面板新规则只读提示，且占用明细可回填证号', () => {
+  assert.match(certFace, /客户\+品类自动选证/)
+  assert.match(certFace, /安排不提供手工选证/)
+  assert.match(certFace, /certNoSnapshot/)
+  assert.match(certFace, /sourceStopProductId/)
+})
+
+test('H5/共用安排提交不附带手工 quotaConfiguration', () => {
+  assert.doesNotMatch(arrangeSubmit, /quotaConfiguration/)
+  assert.match(formDialog, /toxicArrangeBlockMessage/)
+  assert.match(formDialog, /buildArrangePayloadFromPlanForm/)
+})
+
+test('新规则安排以服务端齐备/余量检查为准，不被本地合同绑证缺口误拦', () => {
+  const unbound = '合同HT-1尚未绑定购买证和运输证，请先到合同中绑定后再安排运输'
+  assert.equal(
+    toxicArrangeBlockMessage(
+      { certQuotaRuleVersion: 'customer_category', arrangeBlockMessage: '' },
+      unbound
+    ),
+    ''
+  )
+  assert.equal(
+    toxicArrangeBlockMessage(
+      {
+        certQuotaRuleVersion: 'customer_category',
+        arrangeBlockMessage: '新规则下证书齐备只放行安排'
+      },
+      unbound
+    ),
+    '新规则下证书齐备只放行安排'
+  )
+})
+
+test('H5 计划详情无运输归档操作（归档在 Web；齐备完善在 plan-cert）', () => {
+  assert.doesNotMatch(detailActions, /archive/)
+  assert.doesNotMatch(detailActions, /归档/)
+  assert.match(detailActions, /arrange/)
+})
@@ -11,10 +11,14 @@ test('危化品证上传位于运输管理并复用现有 WebView 壳', async ()
  const { WORKBENCH_MODULES } = await import(`data:text/javascript,${encodeURIComponent(source)}`)
  const transport = WORKBENCH_MODULES.find((m) => m.key === 'pl')
  const entry = transport.menus.find((m) => m.code === 'pl-plan-cert-webview')
-  assert.ok(entry, '运输管理缺少危化品证上传入口')
-  assert.equal(entry.name, '危化品证上传')
+  assert.ok(entry, '运输管理缺少运输证件管理入口')
+  assert.equal(entry.name, '运输证件管理')
  assert.equal(entry.perms, 'mini:pl:plan-cert:list')
  assert.equal(entry.enabled, true)
+  assert.ok(
+    Array.isArray(entry.anyPerms) && entry.anyPerms.includes('mini:pl:quota-cert:list'),
+    '入口应覆盖证件建档等子权限'
+  )
  const api = await read('miniprogram/config/api.js')
  const ast = ts.createSourceFile('api.js', api, ts.ScriptTarget.Latest, true)
  let expression
@@ -645,7 +645,7 @@ test('referenced bindings and references cannot be edited or removed', async ()
    s.removeReference(0)
    s.addReference()
    assert.equal(s.form.value.purchaseRefs.length, 1)
-    assert.ok(h.messages.some((m) => m.includes('不能新增或移除证面引用')))
+    assert.ok(h.messages.some((m) => m.includes('不能新增或移除关联购买证')))
    assert.equal(s.referenceRowLocked(s.form.value.purchaseRefs[0]), false)
  } finally {
    h.stop()
@@ -17,3 +17,20 @@ test('unmarked plans still block on the server message or the local certificate
  assert.equal(toxicArrangeBlockMessage({ arrangeBlockMessage: '' }, unbound), unbound)
  assert.equal(toxicArrangeBlockMessage(null, unbound), unbound)
 })
+
+test('customer_category plans trust the server arrange check and ignore local contract-binding gaps', () => {
+  assert.equal(
+    toxicArrangeBlockMessage(
+      { certQuotaRuleVersion: 'customer_category', arrangeBlockMessage: '' },
+      unbound
+    ),
+    ''
+  )
+  assert.equal(
+    toxicArrangeBlockMessage(
+      { certQuotaRuleVersion: 'customer_category', arrangeBlockMessage: '证件余量不足' },
+      unbound
+    ),
+    '证件余量不足'
+  )
+})
@@ -105,7 +105,7 @@
                    <ViewKvTable :fields="group.fields" mode="dual" />
                  </section>
                  <section v-if="tab.kind === 'transport'" class="quota-face-group">
-                    <h4>证面引用</h4>
+                    <h4>关联购买证</h4>
                    <el-table
                      v-if="tab.cert.purchaseRefs?.length"
                      :data="tab.cert.purchaseRefs"
@@ -125,7 +125,7 @@
                        }}</template>
                      </el-table-column>
                    </el-table>
-                    <p v-else class="quota-note">没有证面引用。</p>
+                    <p v-else class="quota-note">没有关联购买证。</p>
                  </section>
                  <section v-if="tab.cert.attachmentUrls" class="quota-face-group">
                    <h4>证件附件</h4>
@@ -757,13 +757,33 @@
    return !label || label === '—' ? '' : label
  }
  function boundCerts(row: QuotaSourceOption) {
-    return (
+    const fromStop =
      plan.value?.stopProducts?.find(
        (item) =>
          item.sourceStopType === row.sourceStopType &&
          item.sourceStopProductId === row.sourceStopProductId
      )?.certificates || []
-    )
+    if (fromStop.length) return fromStop
+    const sourceId = `${row.sourceStopType}:${row.sourceStopProductId}`
+    const fromUsage: { certType: CertType; certId: string; certNo: string; quantityUnit: string }[] =
+      []
+    for (const usage of plan.value?.usages || []) {
+      const kind = String(usage.certType || '') as CertType
+      if (kind !== 'purchase' && kind !== 'transport') continue
+      const items = Array.isArray(usage.items) ? usage.items : []
+      const hit = items.some((item: Record<string, unknown>) => {
+        const typed = `${String(item.sourceStopType || '')}:${String(item.sourceStopProductId || '')}`
+        return String(item.sourceId || '') === sourceId || typed === sourceId
+      })
+      if (!hit) continue
+      fromUsage.push({
+        certType: kind,
+        certId: String(usage.certId || ''),
+        certNo: String(usage.certNoSnapshot || ''),
+        quantityUnit: String(usage.quantityUnit || '')
+      })
+    }
+    return fromUsage
  }
  function certsOf(row: QuotaSourceOption, kind: CertType) {
    return boundCerts(row).filter((cert) => cert.certType === kind)
@@ -1,10 +1,16 @@
 /** 已标记证书齐备时，只保留服务端仍要拦住的来源问题，不再用本地两证缺口补一条拦截。 */
 export function toxicArrangeBlockMessage(
-  quota: { quotaCertWaived?: boolean; arrangeBlockMessage?: string } | null | undefined,
+  quota: {
+    quotaCertWaived?: boolean
+    arrangeBlockMessage?: string
+    certQuotaRuleVersion?: string | null
+  } | null | undefined,
  unboundMessage: string
 ) {
  const serverMessage = (quota?.arrangeBlockMessage || '').trim()
  if (quota?.quotaCertWaived) return serverMessage
+  // 新规则由服务端自动选证；本地「合同绑证」缺口不能再当安排拦截条件
+  if (quota?.certQuotaRuleVersion === 'customer_category') return serverMessage
  return serverMessage || unboundMessage
 }

@@ -8,7 +8,10 @@
    <template v-else-if="plan">
      <section class="mp-wv-section mp-cert-quota">
        <p class="mp-wv-card__meta">当前车号 {{ plan.licensePlate || '待安排' }}</p>
-        <p v-if="plan.canSaveConfiguration === false" class="plan-empty-hint">
+        <p v-if="plan.certQuotaRuleVersion === 'customer_category'" class="plan-empty-hint">
+          新规则计划由系统按客户+品类自动选证，本页仅查看占用；安排不提供手工选证。
+        </p>
+        <p v-else-if="plan.canSaveConfiguration === false" class="plan-empty-hint">
          已安排计划请从调整运输提交用证变更；已归档计划仅查看占用。
        </p>
        <h3>全部装送段用证</h3>
@@ -122,8 +125,8 @@
              </div>
            </div>
            <template v-if="face.kind === 'transport'">
-              <h3>证面引用</h3>
-              <p v-if="!face.cert.purchaseRefs?.length" class="plan-empty-hint">没有证面引用。</p>
+              <h3>关联购买证</h3>
+              <p v-if="!face.cert.purchaseRefs?.length" class="plan-empty-hint">没有关联购买证。</p>
              <article
                v-for="(refRow, index) in face.cert.purchaseRefs || []"
                :key="refRow.id || index"
@@ -274,12 +277,32 @@
    for (const [key, ids] of Object.entries(next.pairs)) pairs[key] = ids
  }
  function bound(row: QuotaSourceOption, kind: CertType) {
-    return (
+    const fromStop = (
      plan.value?.stopProducts?.find(
        (item) =>
          item.sourceStopType === row.sourceStopType && item.sourceStopProductId === row.sourceStopProductId
      )?.certificates || []
    ).filter((cert) => cert.certType === kind)
+    if (fromStop.length) return fromStop
+    // 新规则无合同绑证时，安排后从占用明细回填证号
+    const sourceId = `${row.sourceStopType}:${row.sourceStopProductId}`
+    const fromUsage: { certType: CertType; certId: string; certNo: string; quantityUnit: string }[] = []
+    for (const usage of plan.value?.usages || []) {
+      if (String(usage.certType || '') !== kind) continue
+      const items = Array.isArray(usage.items) ? usage.items : []
+      const hit = items.some((item: Record<string, unknown>) => {
+        const typed = `${String(item.sourceStopType || '')}:${String(item.sourceStopProductId || '')}`
+        return String(item.sourceId || '') === sourceId || typed === sourceId
+      })
+      if (!hit) continue
+      fromUsage.push({
+        certType: kind,
+        certId: String(usage.certId || ''),
+        certNo: String(usage.certNoSnapshot || ''),
+        quantityUnit: String(usage.quantityUnit || '')
+      })
+    }
+    return fromUsage
  }
  function display(cert: QuotaCert, key: string) {
    if (key === 'status') return certStatusLabels[cert.status] || cert.status || '—'
@@ -1,5 +1,8 @@
 <template>
  <main class="mp-h5-list-content mp-plan-cert-list">
+    <p class="mp-contract-quota-tip">
+      新规则已生效：安排选证改为客户+证用品类。本页合同用证仅供历史查看与旧规则计划，请勿再作为新计划的用证操作入口。
+    </p>
    <p v-if="error" class="mp-wv-empty" role="alert">
      {{ error }}
      <button class="mp-wv-btn" type="button" @click="reload">重试</button>
@@ -127,3 +130,15 @@
  )
  void init()
 </script>
+
+<style scoped>
+  .mp-contract-quota-tip {
+    margin: 8px 12px 0;
+    padding: 10px 12px;
+    border-radius: 8px;
+    background: #ecfdf5;
+    color: #065f46;
+    font-size: 12px;
+    line-height: 1.5;
+  }
+</style>
@@ -1,5 +1,24 @@
 <template>
  <main class="mp-h5-list-content mp-plan-cert-list">
+    <van-tabs v-model:active="listMode" class="mp-customer-view-tabs" shrink :ellipsis="false">
+      <van-tab name="mark" title="待标记齐备" />
+      <van-tab name="fulfill" title="已标记待完善" />
+    </van-tabs>
+    <p class="mp-cert-ready-tip">
+      新规则下证书齐备只放行安排；归档前须上传真证并执行「完善并关闭」。旧规则齐备不进待完善列表。
+    </p>
+    <div v-if="listMode === 'fulfill'" class="mp-cert-ready-actions">
+      <button class="mp-wv-btn" type="button" @click="goUpload('purchase')">上传购买证</button>
+      <button class="mp-wv-btn" type="button" @click="goUpload('transport')">上传运输证</button>
+      <button
+        class="mp-wv-btn mp-wv-btn--primary"
+        type="button"
+        :disabled="!selectedIds.length || batching"
+        @click="fulfillBatch"
+      >
+        {{ batching ? '批量完善中…' : `批量完善并关闭${selectedIds.length ? `（${selectedIds.length}）` : ''}` }}
+      </button>
+    </div>
    <p v-if="error" class="mp-wv-empty" role="alert">
      {{ error }}
      <button class="mp-wv-btn" type="button" @click="reload">重试</button>
@@ -7,14 +26,26 @@
    <van-list v-model:loading="loading" :finished="finished" finished-text="" @load="load">
      <article v-for="row in rows" :key="row.id" class="mp-wv-card mp-wv-flat-card">
        <div class="mp-wv-card__head">
+          <div class="mp-cert-ready-select" v-if="listMode === 'fulfill'">
+            <van-checkbox :model-value="selectedIds.includes(row.id)" @click.stop="toggleSelect(row.id)" />
+          </div>
          <div>
            <div class="mp-wv-card__no">{{ row.planNo }}</div>
            <div class="mp-wv-card__sub">
              {{ row.licensePlate || '未安排车辆' }} · {{ row.planDate || '未定日期' }}
            </div>
          </div>
-          <span class="status-tag" :class="row.quotaCertWaived ? 'status-tag--success' : 'status-tag--warning'">
-            {{ row.quotaCertWaived ? '已齐备' : '未齐备' }}
+          <span
+            class="status-tag"
+            :class="row.quotaCertWaived ? 'status-tag--success' : 'status-tag--warning'"
+          >
+            {{
+              listMode === 'fulfill'
+                ? '待完善'
+                : row.quotaCertWaived
+                  ? '已齐备'
+                  : '未齐备'
+            }}
          </span>
        </div>
        <div class="mp-wv-card__kv">
@@ -31,7 +62,10 @@
            <span>确认时间</span><span>{{ formatCertReadyTime(row.quotaCertWaivedTime) }}</span>
          </div>
        </div>
-        <div v-if="!row.quotaCertWaived" class="mp-wv-card-actions mp-wv-card-actions--single">
+        <div
+          v-if="listMode === 'mark' && !row.quotaCertWaived"
+          class="mp-wv-card-actions mp-wv-card-actions--single"
+        >
          <button
            class="mp-wv-btn mp-wv-btn--primary"
            type="button"
@@ -41,9 +75,22 @@
            {{ markingId === row.id ? '正在确认…' : '证书齐备' }}
          </button>
        </div>
+        <div v-else-if="listMode === 'fulfill'" class="mp-wv-card-actions mp-wv-card-actions--single">
+          <button
+            class="mp-wv-btn mp-wv-btn--primary"
+            type="button"
+            :disabled="markingId === row.id"
+            @click="fulfillOne(row)"
+          >
+            {{ markingId === row.id ? '正在完善…' : '完善并关闭' }}
+          </button>
+        </div>
      </article>
    </van-list>
-    <van-empty v-if="!loading && finished && !error && !rows.length" description="暂无需要证书齐备的计划" />
+    <van-empty
+      v-if="!loading && finished && !error && !rows.length"
+      :description="listMode === 'fulfill' ? '暂无待完善证书的计划' : '暂无需要证书齐备的计划'"
+    />
  </main>
 </template>

@@ -59,18 +106,23 @@
    planDateFrom: string
    planDateTo: string
  }>()
+  const router = useRouter()
+  const listMode = ref<'mark' | 'fulfill'>('mark')
  const rows = ref<CertReadyPlan[]>([])
  const loading = ref(false)
  const finished = ref(false)
  const error = ref('')
  const page = ref(1)
  const markingId = ref('')
+  const batching = ref(false)
+  const selectedIds = ref<string[]>([])
  let epoch = 0

  function reload() {
    epoch++
    page.value = 1
    rows.value = []
+    selectedIds.value = []
    loading.value = true
    finished.value = false
    error.value = ''
@@ -81,15 +133,22 @@
    const current = epoch
    loading.value = true
    try {
-      const data = await certReadyApi.list({
-        page: page.value,
-        pageSize: 20,
-        keyword: props.keyword || undefined,
-        waived: props.waived || undefined,
-        followStatusIn: props.followStatus || undefined,
-        planDateFrom: props.planDateFrom || undefined,
-        planDateTo: props.planDateTo || undefined
-      })
+      const data =
+        listMode.value === 'fulfill'
+          ? await certReadyApi.listPendingFulfill({
+              page: page.value,
+              pageSize: 20,
+              keyword: props.keyword || undefined
+            })
+          : await certReadyApi.list({
+              page: page.value,
+              pageSize: 20,
+              keyword: props.keyword || undefined,
+              waived: props.waived || undefined,
+              followStatusIn: props.followStatus || undefined,
+              planDateFrom: props.planDateFrom || undefined,
+              planDateTo: props.planDateTo || undefined
+            })
      if (current !== epoch) return
      const list = data?.list || []
      rows.value = page.value === 1 ? list : rows.value.concat(list)
@@ -108,9 +167,9 @@
  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。',
-        '证书齐备',
-        { type: 'warning', confirmButtonText: '确认齐备', cancelButtonText: '取消' }
+        '确认后可先安排运输；新规则下归档前仍须到「已标记待完善」上传证件并执行完善并关闭。确认人和时间会记在本行。',
+        '标记齐备',
+        { type: 'warning', confirmButtonText: '确认标记', cancelButtonText: '取消' }
      )
    } catch {
      return
@@ -127,11 +186,85 @@
    }
  }

+  async function fulfillOne(row: CertReadyPlan) {
+    markingId.value = row.id
+    try {
+      await certReadyApi.fulfill(row.id)
+      ElMessage.success('已完善并关闭')
+      reload()
+    } catch (reason) {
+      ElMessage.error(certReadyErrorText(reason, '完善并关闭失败'))
+    } finally {
+      markingId.value = ''
+    }
+  }
+
+  function toggleSelect(id: string) {
+    selectedIds.value = selectedIds.value.includes(id)
+      ? selectedIds.value.filter((item) => item !== id)
+      : selectedIds.value.concat(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((item) => !item.ok)
+      if (failed.length) {
+        ElMessage.warning(`部分失败：${failed.map((f) => f.message || f.planId).join('；')}`)
+      } else {
+        ElMessage.success('批量完善完成')
+      }
+      reload()
+    } catch (reason) {
+      ElMessage.error(certReadyErrorText(reason, '批量完善失败'))
+    } finally {
+      batching.value = false
+    }
+  }
+
+  function goUpload(kind: 'purchase' | 'transport') {
+    void router.push(`/m/pl/plan-cert/archive/${kind}/create`)
+  }
+
+  watch(listMode, () => reload())
  watch(
    () =>
-      [props.keyword, props.waived, props.followStatus, props.planDateFrom, props.planDateTo].join(
-        '\0'
-      ),
+      [
+        props.keyword,
+        listMode.value === 'mark' ? props.waived : '',
+        listMode.value === 'mark' ? props.followStatus : '',
+        listMode.value === 'mark' ? props.planDateFrom : '',
+        listMode.value === 'mark' ? props.planDateTo : ''
+      ].join('\0'),
    () => reload()
  )
 </script>
+
+<style scoped>
+  .mp-cert-ready-tip {
+    margin: 8px 12px 0;
+    padding: 10px 12px;
+    border-radius: 8px;
+    background: #ecfdf5;
+    color: #065f46;
+    font-size: 12px;
+    line-height: 1.5;
+  }
+  .mp-cert-ready-actions {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 8px;
+    margin: 10px 12px 0;
+  }
+  .mp-cert-ready-select {
+    margin-right: 8px;
+    display: flex;
+    align-items: flex-start;
+    padding-top: 2px;
+  }
+  .mp-wv-card__head {
+    align-items: flex-start;
+  }
+</style>
@@ -60,8 +60,8 @@
          </article>
        </section>
        <section v-if="kind === 'transport'" class="mp-wv-section">
-          <h3>证面引用</h3>
-          <p v-if="!(cert.purchaseRefs || []).length" class="plan-empty-hint">没有证面引用。</p>
+          <h3>关联购买证</h3>
+          <p v-if="!(cert.purchaseRefs || []).length" class="plan-empty-hint">没有关联购买证。</p>
          <article v-for="(row, index) in cert.purchaseRefs || []" :key="row.id || index" class="mp-cert-block">
            <div class="detail-field-grid">
              <div class="mp-wv-kv">
@@ -49,7 +49,7 @@
        <section class="mp-wv-section">
          <h3>证件附件</h3>
          <p class="plan-empty-hint"
-            >一次仅上传并解析一张证件图片或 PDF。解析只补充还没手工填写的空字段。删除证件附件后，证面信息、绑定合同产品和证面引用会清空。</p
+            >一次仅上传并解析一张证件图片或 PDF。解析只补充还没手工填写的空字段。删除证件附件后，证面信息、绑定合同产品和关联购买证会清空。</p
          >
          <AttachmentUploadField
            ref="attachments"
@@ -305,7 +305,7 @@
        </section>

        <section v-if="kind === 'transport'" class="mp-wv-section">
-          <h3>证面引用</h3>
+          <h3>关联购买证</h3>
          <p v-if="form.referencesEditable === false" class="plan-empty-hint">
            已有额度流水。尚未关联购买证档案的引用可以补全；已关联的引用不能修改或移除。
          </p>
@@ -921,7 +921,7 @@
  }
  function addReference() {
    if (form.value.referencesEditable === false) {
-      ElMessage.warning('已有额度流水，不能新增或移除证面引用')
+      ElMessage.warning('已有额度流水，不能新增或移除关联购买证')
      return
    }
    form.value.purchaseRefs = [
@@ -1034,17 +1034,17 @@
    touch('categoryId')
    categoryOpen.value = false
  }
-  async function matchBuyerCustomer(name: string, current: number) {
-    const buyer = name.trim()
-    if (!buyer) return
+  async function matchBuyerCustomer(name: string, current: number, partyLabel = '证面单位') {
+    const party = name.trim()
+    if (!party) return
    try {
-      const result = await fetchCustomerOptions({ keyword: buyer, limit: 200 })
+      const result = await fetchCustomerOptions({ keyword: party, limit: 200 })
      if (current !== epoch) return
-      const matches = exactCustomerMatches(extractCustomers(result), buyer)
+      const matches = exactCustomerMatches(extractCustomers(result), party)
      if (matches.length === 1) {
        const matched = {
          id: String(matches[0].id),
-          customerName: matches[0].customerName || buyer
+          customerName: matches[0].customerName || party
        }
        if (!systemCustomer.value.id) {
          systemCustomer.value = matched
@@ -1058,8 +1058,8 @@
      }
      ElMessage.warning(
        matches.length
-          ? '有多个客户与购买单位同名，请手工选择'
-          : '未找到与购买单位完全一致的客户，请手工选择'
+          ? `有多个客户与${partyLabel}同名，请手工选择`
+          : `未找到与${partyLabel}完全一致的客户，请手工选择`
      )
    } catch {
      if (current === epoch) ElMessage.warning('客户匹配失败，请手工选择')
@@ -1544,10 +1544,14 @@
      if (targetKind === 'purchase') {
        const buyer = String(form.value.buyerName || '').trim()
        const productName = String(form.value.productNameOnCert || '').trim()
-        if (buyer) await matchBuyerCustomer(buyer, current)
+        if (buyer) await matchBuyerCustomer(buyer, current, '购买单位')
        if (productName) await matchCertCategory(productName, current)
      }
-      if (targetKind === 'transport') await linkRecognizedPurchaseCerts(current, targetKind, image)
+      if (targetKind === 'transport') {
+        const consignee = String(form.value.consigneeName || '').trim()
+        if (consignee) await matchBuyerCustomer(consignee, current, '收货单位')
+        await linkRecognizedPurchaseCerts(current, targetKind, image)
+      }
      if (current !== epoch || kind.value !== targetKind || recognitionImage.value !== image) return
      ElMessage.success(
        Object.keys(result.invalidFields || {}).length
@@ -19,6 +19,10 @@
        <div
          ><small>联系方式</small><span>{{ stop.contact || '—' }}</span></div
        >
+        <div
+          ><small>是否同市</small
+          ><span>{{ Number(stop.sameCity) === 1 ? '是（同市只需购买证）' : '否' }}</span></div
+        >
        <div class="wide"
          ><small>{{ title }}地址</small><span>{{ displayAddress || '—' }}</span></div
        >
@@ -172,7 +172,7 @@
                <template #beside>
                  <div class="cert-upload-notes">
                    <p>一次仅上传并解析一张证件图片或 PDF；保存成功后自动清空，继续处理下一张</p>
-                    <p>删除证件附件后，证面信息、绑定合同产品和证面引用会清空</p>
+                    <p>删除证件附件后，证面信息、绑定合同产品和关联购买证会清空</p>
                    <p v-if="form.entryMode === 'image_parse' || !!form.attachmentUrls"
                      >请核对证号、数量、单位、有效次数和引用关系。解析只补充未编辑的空字段。</p
                    >
@@ -421,7 +421,7 @@
              </el-collapse-item>
            </el-collapse>
            <section v-if="formKind === 'transport'" class="view-section">
-              <h3 class="dialog-section-title">证面引用</h3>
+              <h3 class="dialog-section-title">关联购买证</h3>
              <el-button
                class="mb-3"
                type="primary"
@@ -808,23 +808,27 @@
  }

  /** 解析后回填【客户与品类】系统客户：名称完全一致且唯一才选中。 */
-  async function matchSystemCustomer(name: string, protectedFields: Set<string>) {
-    const buyer = name.trim()
-    if (!buyer || form.value.customerId || protectedFields.has('customerId')) return
+  async function matchSystemCustomer(
+    name: string,
+    protectedFields: Set<string>,
+    partyLabel = '证面单位'
+  ) {
+    const party = name.trim()
+    if (!party || form.value.customerId || protectedFields.has('customerId')) return
    try {
-      const result = await fetchCustomerOptions({ keyword: buyer, limit: 200 })
+      const result = await fetchCustomerOptions({ keyword: party, limit: 200 })
      if (form.value.customerId || protectedFields.has('customerId')) return
-      const matches = exactCustomerMatches(extractCustomerRows(result), buyer)
+      const matches = exactCustomerMatches(extractCustomerRows(result), party)
      if (matches.length === 1) {
-        await ensureCustomerOption(matches[0].id, matches[0].customerName || buyer)
+        await ensureCustomerOption(matches[0].id, matches[0].customerName || party)
        form.value.customerId = matches[0].id
        edited.add('customerId')
        return
      }
      ElMessage.warning(
        matches.length
-          ? '有多个客户与购买单位同名，请手工选择系统客户'
-          : '未找到与购买单位完全一致的客户，请手工选择系统客户'
+          ? `有多个客户与${partyLabel}同名，请手工选择系统客户`
+          : `未找到与${partyLabel}完全一致的客户，请手工选择系统客户`
      )
    } catch {
      ElMessage.warning('系统客户匹配失败，请手工选择')
@@ -1059,7 +1063,7 @@
        { title: '证件附件', fields: [], slot: 'attachment' }
      )
      if (kind.value === 'transport') {
-        sections.push({ title: '证面引用', fields: [], slot: 'references' })
+        sections.push({ title: '关联购买证', fields: [], slot: 'references' })
      }
    } else {
      sections.push({ title: '', fields: [], slot: 'contracts' })
@@ -1626,14 +1630,17 @@
      if (targetKind === 'purchase') {
        const buyer = String(form.value.buyerName || '').trim()
        const productName = String(form.value.productNameOnCert || '').trim()
-        if (buyer) await matchSystemCustomer(buyer, protectedFields)
+        if (buyer) await matchSystemCustomer(buyer, protectedFields, '购买单位')
        if (productName) await matchCertCategory(productName, protectedFields)
        if (form.value.bindingsEditable !== false && buyer) {
          await purchaseBinder.value?.matchBuyerCustomer(buyer)
        }
      }
-      if (targetKind === 'transport')
+      if (targetKind === 'transport') {
+        const consignee = String(form.value.consigneeName || '').trim()
+        if (consignee) await matchSystemCustomer(consignee, protectedFields, '收货单位')
        await linkRecognizedPurchaseCerts(session, targetKind, targetImage)
+      }
      if (
        session !== editSession ||
        !formVisible.value ||
@@ -1746,7 +1753,7 @@
  }
  function referencesLocked() {
    if (form.value.referencesEditable !== false) return false
-    ElMessage.warning('已有额度流水，不能新增或移除证面引用')
+    ElMessage.warning('已有额度流水，不能新增或移除关联购买证')
    return true
  }
  function addReference() {
@@ -170,7 +170,7 @@ export function newCert(kind: CertType): CertBody {
  return body as unknown as CertBody
 }

-/** 删除当前证件附件后，清掉证面、合同绑定和证面引用，保留备注与录入方式。 */
+/** 删除当前证件附件后，清掉证面、合同绑定和关联购买证，保留备注与录入方式。 */
 export function clearCertAfterAttachmentRemoved<T extends Record<string, any>>(
  kind: CertType,
  form: T
Author	SHA1	Message	Date
wuzilong	d5f3a79ea5	fix(pl): 新规则安排不再被本地合同绑证缺口误拦。 H5 运输计划验收发现 customer_category 在服务端自动选证已通过时，前端仍用合同绑证空缺拦截安排；同步用证面板从占用回填证号并补专项单测。	2026-11-15 08:22:46 +08:00
wuzilong	c5ae2d957c	fix(pl): 对齐移动 H5 证书齐备 2.0 与合同用证提示。 H5 齐备页补齐待完善/完善并关闭，修正会误导归档可跳过额度的文案；合同用证增加新规则只读说明，并补相关单测。	2026-11-15 08:04:38 +08:00
wuzilong	9f855423d8	fix(pl): 客户品类规则预占不再依赖合同绑证 scope。新规则自动选证后账本仍按合同绑证判定适用，导致预占报人工分配不适用；改为客户品类路径跳过 scope，明细合同绑证字段可空，并统一关联购买证文案。	2026-11-15 08:01:14 +08:00
wuzilongandCursor	a6fc0aa0f3	fix(pl): 运输证解析回填客户，并将证面引用改名为关联购买证。运输证按收货单位精确匹配系统客户；Web 与移动 H5 同步改名与回填逻辑。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-11-15 07:44:08 +08:00