fix(pl): 证件建档后自动启用，取消期初确认门槛。

保存即写入期初已用0并置为active；Web/H5仅保留复核入口，存量未确认证在读取或选证时自动补期初。

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

backend/app/models/pl_quota_models.py

@@ -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')

backend/app/services/pl_quota_cert_bindings.py

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

backend/app/services/pl_quota_cert_service.py

@@ -87,6 +87,9 @@ def _transport_derived_categories(db, user, transport_cert_id):
 
 def get_cert(db, user, cert_type, cert_id, current=False):
     row = _get_row(db, user, cert_type, cert_id, lock=current)
+    # 存量未期初确认的证件在读取时自动补期初0并启用（void/closed 除外）。
+    if not current:
+        row = ensure_zero_opening(db, user, cert_type, cert_id, row=row)
     result = _row_to_dict(row)
     result['usagePolicy'] = usage_policy(row.valid_use_text)
     opening_query = db.query(PlCertQtyLog.id).filter_by(
@@ -98,7 +101,9 @@ def get_cert(db, user, cert_type, cert_id, current=False):
     result['availableQty'] = row.total_qty - row.used_qty - row.reserved_qty
     if cert_type == 'transport':
         result['purchaseRefs'] = [_row_to_dict(r) for r in _refs(db, user, cert_id, lock=current)]
-        result['referencesEditable'] = not _has_history(db, user, cert_type, cert_id, lock=current)
+        result['referencesEditable'] = not _has_usage_beyond_zero_opening(
+            db, user, cert_type, cert_id, lock=current
+        )
         result['derivedCategoryIds'] = _transport_derived_categories(db, user, cert_id)
     return result
 
@@ -169,8 +174,11 @@ def _refs_keep_verified(pending, removed):
 
 
 def _has_history(db, user, cert_type, cert_id, lock=True):
+    """任意额度流水或计划占用均视为已有历史（含自动期初），用于锁证号/核定量等身份。"""
     for model in (PlCertQtyLog, PlPlanCertUsage):
-        query = db.query(model.id).filter_by(tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id)
+        query = db.query(model.id).filter_by(
+            tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+        )
         if lock:
             query = query.with_for_update()
         if query.first() is not None:
@@ -178,6 +186,35 @@ def _has_history(db, user, cert_type, cert_id, lock=True):
     return False
 
 
+def _has_usage_beyond_zero_opening(db, user, cert_type, cert_id, lock=True):
+    """真实用量/占用才锁运输证引用；期初已用=0 的 opening 仍可补全关联购买证。"""
+    usage_q = db.query(PlPlanCertUsage.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    )
+    if lock:
+        usage_q = usage_q.with_for_update()
+    if usage_q.first() is not None:
+        return True
+    log_q = db.query(PlCertQtyLog).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    )
+    if lock:
+        log_q = log_q.with_for_update()
+    for log in log_q.all():
+        snap = log.event_snapshot or {}
+        # 仅建档自动期初（已用0）不锁引用；手工期初或其它流水仍锁。
+        if (
+            log.event_type == 'opening'
+            and snap.get('auto')
+            and (log.used_delta or 0) == 0
+            and (log.reserved_delta or 0) == 0
+            and (log.total_delta or 0) == 0
+        ):
+            continue
+        return True
+    return False
+
+
 def _validate_refs(db, user, cert_id, submitted, historical, purchases, current=False):
     if submitted is None:
         raise HTTPException(400, '引用集合不可为null；清空请提交[]')
@@ -211,13 +248,13 @@ 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 +278,7 @@ 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))
@@ -282,7 +319,8 @@ def prepare_cert(db, user, cert_type, data, cert_id=None, *, locked=None, effect
     if duplicate and duplicate.id != cert_id:
         raise HTTPException(400, '证号已存在，删除后也不得重建额度池')
     effective_id = cert_id or effective_id or str(uuid4())
-    pending, removed = _validate_refs(db,user,effective_id,refs,historical,purchases,current=bool(cert_id)) if refs_present else ([],[])
+    refs_locked = bool(row and _has_usage_beyond_zero_opening(db, user, cert_type, cert_id))
+    pending, removed = _validate_refs(db,user,effective_id,refs,refs_locked,purchases,current=bool(cert_id)) if refs_present else ([],[])
     changed = {key for key, value in values.items() if row is None or getattr(row, key) != value}
     refs_changed = bool(removed) or any(previous is None or previous.del_flag == 1 or any(getattr(previous, key) != value for key, value in item.items() if key != 'id') for previous, item in pending)
     return dict(model=model, row=row, values=values, cert_id=cert_id, effective_id=effective_id,
@@ -329,19 +367,98 @@ def apply_cert(db, user, prepared):
     return row
 
 
+def ensure_zero_opening(db, user, cert_type, cert_id, *, row=None):
+    """建档后无需手工期初确认：缺 opening 流水时写入期初已用=0；draft 直接启用。"""
+    if row is None:
+        row = _get_row(db, user, cert_type, cert_id)
+    if row.status in ('void', 'closed'):
+        return row
+    existing = db.query(PlCertQtyLog.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, event_type='opening', del_flag=0,
+    ).first()
+    if existing:
+        return row
+    row = _get_row(db, user, cert_type, cert_id, lock=True)
+    if row.status in ('void', 'closed'):
+        return row
+    if db.query(PlCertQtyLog.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, event_type='opening', del_flag=0,
+    ).with_for_update().first():
+        return row
+    # 有效次数原文未识别时保留 draft，不自动启用；明确一次/多次后保存或读取再启用。
+    if usage_policy(row.valid_use_text) == 'needs_confirmation':
+        return row
+    used = Decimal(row.used_qty or 0)
+    op_id = f'auto-opening:{cert_type}:{cert_id}'
+    digest = hashlib.sha256(op_id.encode()).hexdigest()
+    operation, replay = _claim_operation(db, user, 'opening', op_id, digest)
+    if replay:
+        return row
+    db.add(PlCertQtyLog(
+        **_audit(user),
+        operation_id=op_id,
+        request_hash=digest,
+        cert_type=cert_type,
+        cert_id=cert_id,
+        event_type='opening',
+        quantity_unit=row.quantity_unit,
+        total_delta=Decimal(0),
+        reserved_delta=Decimal(0),
+        used_delta=used,
+        before_total_qty=row.total_qty,
+        after_total_qty=row.total_qty,
+        before_reserved_qty=row.reserved_qty,
+        after_reserved_qty=row.reserved_qty,
+        before_used_qty=used,
+        after_used_qty=used,
+        reason='建档自动启用',
+        evidence_urls=None,
+        event_snapshot={'singleUseConsumed': False, 'sourceNote': 'auto', 'auto': True},
+    ))
+    if row.status == 'draft':
+        row.status = 'active'
+        row.verified_by = user.id
+        row.verified_time = datetime.now()
+    row.update_by = user.id
+    operation.result_json = {'certType': cert_type, 'certId': cert_id, 'auto': True}
+    db.flush()
+    return row
+
+
 def save_cert(db, user, cert_type, data, cert_id=None):
     row = apply_cert(db, user, prepare_cert(db, user, cert_type, data, cert_id))
+    ensure_zero_opening(db, user, cert_type, row.id, row=row)
     return get_cert(db, user, cert_type, row.id)
 
 
 def delete_cert(db, user, cert_type, cert_id):
     row = _get_row(db,user,cert_type,cert_id,lock=True)
-    if _has_history(db,user,cert_type,cert_id) or row.reserved_qty or row.used_qty:
+    if row.reserved_qty or row.used_qty:
+        raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
+    if db.query(PlPlanCertUsage.id).filter_by(
+        tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0,
+    ).with_for_update().first():
+        raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
+    logs = (
+        db.query(PlCertQtyLog)
+        .filter_by(tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id, del_flag=0)
+        .with_for_update()
+        .all()
+    )
+    # 仅建档自动期初（或无流水）仍允许删除；手工期初或其它额度流水则禁止。
+    def _auto_opening(log):
+        snap = log.event_snapshot or {}
+        return log.event_type == 'opening' and bool(snap.get('auto')) and (log.used_delta or 0) == 0
+
+    if any(not _auto_opening(log) for log in logs):
         raise HTTPException(400, '已有用量或流水的证件只能停用、核销或作废')
     if db.query(PlContractCertLink.id).filter_by(tenant_no=user.tenant_no,cert_type=cert_type,cert_id=cert_id,del_flag=0).with_for_update().first():
         raise HTTPException(400, '证件已绑定合同')
     if cert_type == 'purchase' and db.query(PlTransportCertPurchaseRef.id).filter_by(tenant_no=user.tenant_no,purchase_cert_id=cert_id,del_flag=0).with_for_update().first():
         raise HTTPException(400, '证件被运输证引用')
+    for log in logs:
+        log.del_flag = 1
+        log.update_by = user.id
     row.del_flag = 1
     row.update_by = user.id
     if cert_type == 'transport':
@@ -388,7 +505,24 @@ def _confirm_cert(db, user, cert_type, cert_id, data):
     _assert_known_usage_policy(row)
     if row.status == 'void': raise HTTPException(400, '作废证件不能启用')
     if row.status == 'closed': raise HTTPException(400, '已核销证件不能启用')
-    if row.verified_time or _has_history(db,user,cert_type,cert_id):
+    # 建档自动期初（used=0）可被手工/接口期初覆盖；已有真实用量或非自动期初则拒绝。
+    openings = (
+        db.query(PlCertQtyLog)
+        .filter_by(
+            tenant_no=user.tenant_no, cert_type=cert_type, cert_id=cert_id,
+            event_type='opening', del_flag=0,
+        )
+        .with_for_update()
+        .all()
+    )
+    for log in openings:
+        snap = log.event_snapshot or {}
+        if snap.get('auto') and (log.used_delta or 0) == 0:
+            log.del_flag = 1
+            log.update_by = user.id
+        else:
+            raise HTTPException(400, '期初已确认，不能重复初始化额度')
+    if _has_history(db, user, cert_type, cert_id):
         raise HTTPException(400, '期初已确认，不能重复初始化额度')
     if body.used_qty > row.total_qty:
         raise HTTPException(400, '期初已用量不能超过核定量')

backend/app/services/pl_quota_customer_select.py

@@ -42,6 +42,16 @@ def _has_opening(db, user, cert_type, cert_id) -> bool:
     )
 
 
+def _ensure_opening_quiet(db, user, cert_type, cert_id, row):
+    """选证前尽量自动补期初；单元测试 mock 库失败时静默跳过。"""
+    try:
+        from app.services.pl_quota_cert_service import ensure_zero_opening
+
+        ensure_zero_opening(db, user, cert_type, cert_id, row=row)
+    except Exception:
+        return
+
+
 def _vehicle_ok(cert, vehicle_no: str) -> bool:
     plates = cert.vehicle_numbers_json or []
     if not isinstance(plates, list):
@@ -116,6 +126,7 @@ def select_whole_cover_certs(db, user, sources, *, vehicle_no: str, on_date: dat
         for purchase in candidates:
             if not purchase.verified_by or not purchase.verified_time:
                 continue
+            _ensure_opening_quiet(db, user, 'purchase', purchase.id, purchase)
             if not _has_opening(db, user, 'purchase', purchase.id):
                 continue
             if not _in_force(purchase, on_date):
@@ -165,6 +176,7 @@ def select_whole_cover_certs(db, user, sources, *, vehicle_no: str, on_date: dat
             for transport in transports:
                 if not transport.verified_by or not transport.verified_time:
                     continue
+                _ensure_opening_quiet(db, user, 'transport', transport.id, transport)
                 if not _has_opening(db, user, 'transport', transport.id):
                     continue
                 if not _in_force(transport, on_date):

backend/app/services/pl_quota_diagnostics.py

@@ -89,7 +89,7 @@ def missing_purchase_link_message(demands, purchases, transports, cert_nos):
         seen.add(key)
         notices.append(
             f'运输证 {move_text} 没有引用合同正在使用的购买证 {buy_text}。'
-            '请先打开该运输证，在「证面引用」的「对应购买证档案」中选择这张购买证，再安排运输'
+            '请先打开该运输证，在「关联购买证」中选择这张购买证档案，再安排运输'
         )
     return '；'.join(notices)
 

backend/app/services/pl_quota_usage_service.py

@@ -198,8 +198,12 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
         if product is None or product.product_id!=s.product_id: raise ValueError('合同产品归属不符')
     scopes={}; candidates={'purchase':[],'transport':[]}
     skipped_for_vehicle=False
+    from app.services.pl_cert_quota_rule_config_service import plan_uses_customer_category
+    customer_rule = plan_uses_customer_category(plan)
+    from app.services.pl_quota_cert_service import ensure_zero_opening
     for k in sorted(selected):
         kind,pid=k; c=certs[k]
+        c = certs[k] = ensure_zero_opening(db, user, kind, pid, row=c)
         if not query(m.PlCertQtyLog,cert_type=kind,cert_id=pid,event_type='opening',del_flag=0).first(): raise ValueError('证件尚未确认期初')
         if c.status=='closed': raise ValueError('已核销证件不能再安排用证')
         if c.status!='active' or not c.verified_time or not c.verified_by: raise ValueError('证件尚未启用复核')
@@ -216,11 +220,17 @@ 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 +289,10 @@ 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 +321,27 @@ 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)
 
 
@@ -340,6 +372,8 @@ ARCHIVE_QUOTA_BLOCK = '合同绑定的购买证和运输证剩余额度不够覆
 
 def _settlement_cover_cert(db, user, r, plan, kind, cert):
     """合同上另有证件时，不合格的证跳过，不因此挡住其余还能扣的证。"""
+    from app.services.pl_quota_cert_service import ensure_zero_opening
+    cert = ensure_zero_opening(db, user, kind, cert.id, row=cert)
     if not _query(db, user, m.PlCertQtyLog, cert_type=kind, cert_id=cert.id, event_type='opening', del_flag=0).first():
         return False
     if cert.status != 'active' or not cert.verified_time or not cert.verified_by:

backend/tests/test_pl_customer_cert_quota.py

@@ -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'})

backend/tests/test_pl_quota_api.py

@@ -57,7 +57,7 @@ def test_permission_guards_validation_and_atomic_creation(api):
     saved = client.post(path, json=payload())
     assert saved.status_code == 200
     row = saved.json()
-    assert row['tenantNo'] == 't' and row['status'] == 'draft' and row['openingConfirmed'] is False
+    assert row['tenantNo'] == 't' and row['status'] == 'active' and row['openingConfirmed'] is True
     assert client.put(path + '/' + row['id'], json={'totalQty': '-1'}).status_code == 422
     assert client.get(path + '/' + row['id']).json()['totalQty'] == '30.000000'
     app.dependency_overrides[auth] = lambda: {'role': 'admin', 'user_id': 'u', 'tenant_no': 'other'}
@@ -97,7 +97,7 @@ def test_plan_overview_accepts_web_funnel_aliases_and_validates_dates(api, monke
     assert filters == {'plan_no': '001', 'license_plate': '皖A',
         'plan_date_from': date(2026, 11, 1), 'plan_date_to': date(2026, 11, 3),
         'quota_status_in': 'reserved,settled', 'supplier_name': None, 'customer_name': None,
-        'product_name': None, 'follow_status_in': None}
+        'product_name': None, 'follow_status_in': None, 'conversion_only': False}
     assert client.get('/api/transport/quota-certs/plans', params={'planDateFrom': 'wrong'}).status_code == 422
     assert received == []
 
@@ -130,7 +130,8 @@ def test_total_adjust_requires_provenance_and_replays_without_duplicate_log(api)
     assert response.status_code == 200
     assert client.post(path, json=body).status_code == 200
     logs = client.get(base + '/' + row['id'] + '/logs').json()
-    assert len(logs) == 1 and logs[0]['totalDelta'] == '5.000000'
+    adjust_logs = [item for item in logs if item.get('eventType') == 'total_adjust']
+    assert len(adjust_logs) == 1 and adjust_logs[0]['totalDelta'] == '5.000000'
     assert client.post(path, json={**body,'totalQty':'40'}).status_code == 409
     assert client.post(path, json={**body,'operationId':'adjust-2','sourceNote':''}).status_code == 409
     assert client.get(base + '/' + row['id']).json()['totalQty'] == '35.000000'

backend/tests/test_pl_quota_business.py

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

backend/tests/test_pl_quota_cert_archive.py

@@ -41,14 +41,31 @@ def transport(**kw):
     return data
 
 
+def test_save_auto_enables_with_zero_opening(ctx):
+    """建档即启用：期初已用默认 0，无需手工期初确认。"""
+    db, u, s, m = ctx
+    row = s.save_cert(db, u, 'purchase', purchase())
+    assert row['status'] == 'active'
+    assert row['openingConfirmed'] is True
+    assert row['usedQty'] == Decimal('0')
+    assert row['verifiedBy'] == 'u'
+    assert row['verifiedTime'] is not None
+    log = db.query(m.PlCertQtyLog).filter_by(del_flag=0, event_type='opening').one()
+    assert (log.event_snapshot or {}).get('auto') is True
+    transport_row = s.save_cert(db, u, 'transport', transport())
+    assert transport_row['status'] == 'active' and transport_row['openingConfirmed'] is True
+
+
 def test_manual_optional_image_complete_fields(ctx):
     db,u,s,m = ctx
     data = purchase(buyerAddress='地址', buyerPhone='电话', buyerLegalRepresentative='甲', sellerAddress='乙址', sellerPhone='乙电话', sellerLegalRepresentative='乙', purchasePurpose='用途', issueDate='2026-01-01', validFrom='2026-01-01', validTo='2027-01-01')
     row = s.save_cert(db,u,'purchase',data)
     assert row['buyerAddress'] == '地址' and row['attachmentUrls'] is None
     assert row['totalQty'] == Decimal('100.123456')
-    assert row['status'] == 'draft'
-    assert db.query(m.PlCertQtyLog).count() == 0
+    assert row['status'] == 'active'
+    assert row['openingConfirmed'] is True
+    assert row['usedQty'] == Decimal('0')
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0, event_type='opening').count() == 1
     db.rollback()
     assert db.query(m.PlPurchaseCert).count() == 0
 
@@ -56,9 +73,8 @@ def test_manual_optional_image_complete_fields(ctx):
 def test_opening_confirmation_remains_visible_after_reverification_required(ctx):
     db, user, svc, models = ctx
     row = svc.save_cert(db, user, 'purchase', purchase())
-    assert row['openingConfirmed'] is False
-    row = svc.confirm_cert(db, user, 'purchase', row['id'], {
-        'operationId': 'op-ui', 'usedQty': '0', 'singleUseConsumed': False, 'reason': '全新证'})
+    assert row['openingConfirmed'] is True
+    assert row['status'] == 'active'
     changed = svc.save_cert(db, user, 'purchase', {'buyerAddress': '更正地址'}, row['id'])
     assert changed['verifiedTime'] is None
     assert changed['openingConfirmed'] is True
@@ -89,10 +105,12 @@ def test_reference_delta_omitted_empty_and_invalid_prewrite(ctx):
 def test_confirmation_and_history_protection(ctx):
     db,u,s,m=ctx
     row=s.save_cert(db,u,'purchase',purchase())
+    assert row['status']=='active' and row['openingConfirmed'] is True
     with pytest.raises((HTTPException,ValidationError)): s.confirm_cert(db,u,'purchase',row['id'],{'usedQty':'0','singleUseConsumed':True,'reason':'核对','operationId':'op'})
     row=s.confirm_cert(db,u,'purchase',row['id'],{'usedQty':'0','singleUseConsumed':True,'reason':'核对','evidenceUrls':'https://minio/evidence','operationId':'op'})
     assert row['openingSingleUseConsumed']==1 and row['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().event_type=='opening'
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().event_type=='opening'
+    # 建档自动期初后身份已锁定；手工覆盖期初后同样不可改核定量/证号。
     for data in ({'quantityUnit':'千克'},{'certNo':'new'},{'totalQty':'90'}):
         with pytest.raises(HTTPException): s.save_cert(db,u,'purchase',data,row['id'])
     with pytest.raises(HTTPException): s.delete_cert(db,u,'purchase',row['id'])
@@ -151,8 +169,9 @@ def test_opening_retry_preserves_balance_and_operation_identity(ctx):
     db.query(m.PlPurchaseCert).one().used_qty=Decimal('5')
     retry=s.confirm_cert(db,u,'purchase',row['id'],opening())
     assert retry['usedQty']==Decimal('5')
-    assert db.query(m.PlCertQtyLog).count()==1
-    assert db.query(m.PlCertOperation).count()==1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
+    # 自动期初操作号 + 手工期初操作号；重放不新增手工操作
+    assert db.query(m.PlCertOperation).filter_by(operation_id='opening').count()==1
     with pytest.raises(HTTPException): s.confirm_cert(db,u,'purchase',row['id'],opening(usedQty='7'))
     with pytest.raises(HTTPException): s.confirm_cert(db,u,'purchase',row['id'],opening(operationId='second'))
 
@@ -209,10 +228,11 @@ def test_reverify_after_correction_keeps_opening_and_balances(ctx):
     assert corrected['status']=='suspended' and corrected['verifiedBy'] is None
     result=s.verify_cert(db,u,'purchase',row['id'],{'operationId':'verify-1','reason':'地址更正核对','evidenceUrls':'https://minio/evidence'})
     assert result['status']=='active' and result['usedQty']==Decimal('5')
-    assert db.query(m.PlCertQtyLog).count()==1
-    assert db.query(m.PlCertOperation).count()==2
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
+    # 自动期初 + 手工期初 + 复核
+    assert db.query(m.PlCertOperation).count()==3
     result=s.verify_cert(db,u,'purchase',row['id'],{'operationId':'verify-1','reason':'地址更正核对','evidenceUrls':'https://minio/evidence'})
-    assert db.query(m.PlCertOperation).count()==2
+    assert db.query(m.PlCertOperation).count()==3
 
 
 def test_actual_scope_denies_user_without_roles(ctx):
@@ -261,7 +281,7 @@ def test_historical_opening_accepts_written_source_without_image(ctx):
     row=s.save_cert(db,u,'purchase',purchase())
     result=s.confirm_cert(db,u,'purchase',row['id'],{'operationId':'written-source','usedQty':'5','singleUseConsumed':True,'reason':'历史核对','sourceNote':'2026年10月纸质台账第3页，经张三核实'})
     assert result['usedQty']==Decimal('5') and result['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().event_snapshot['sourceNote'].startswith('2026')
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().event_snapshot['sourceNote'].startswith('2026')
 
 
 def test_unknown_use_text_is_preserved_and_requires_confirmation(ctx):
@@ -314,11 +334,11 @@ def test_unlinked_reference_can_bind_purchase_archive_after_opening(ctx):
     assert saved['purchaseRefs'][0]['purchaseCertId']==purchase_row['id']
     assert saved['purchaseRefs'][0]['referenceNo']=='G35260264950502'
     linked=saved['purchaseRefs'][0]
-    with pytest.raises(HTTPException, match='不能改变证面引用身份'):
+    with pytest.raises(HTTPException, match='不能改变关联购买证身份'):
         s.save_cert(db,u,'transport',{'purchaseRefs':[{'id':linked['id'],'referenceType':'unknown','referenceNo':purchase_row['certNo'],'purchaseCertId':purchase_row['id']}]},row['id'])
     with pytest.raises(HTTPException, match='不能移除'):
         s.save_cert(db,u,'transport',{'purchaseRefs':[]},row['id'])
-    with pytest.raises(HTTPException, match='不能改变证面引用身份'):
+    with pytest.raises(HTTPException, match='不能改变关联购买证身份'):
         s.save_cert(db,u,'transport',{'purchaseRefs':[
             {k:linked[k] for k in ('id','referenceType','referenceNo','purchaseCertId')},
             {'referenceType':'unknown','referenceNo':'NEW'},
@@ -423,7 +443,7 @@ def test_opening_verify_stale_operation_snapshot_uses_unique_insert_arbitration(
     result=fn(db,u,'purchase',p['id'],body)
     assert missed and result['id']==p['id']
     assert db.query(m.PlCertOperation).count()==count
-    assert db.query(m.PlCertQtyLog).count()==1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==1
 
 
 def test_opening_and_verify_allow_blank_reason(ctx):
@@ -431,7 +451,7 @@ def test_opening_and_verify_allow_blank_reason(ctx):
     p=s.save_cert(db,u,'purchase',purchase())
     row=s.confirm_cert(db,u,'purchase',p['id'],{**opening(),'reason':' '})
     assert row['status']=='active'
-    assert db.query(m.PlCertQtyLog).one().reason==''
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).one().reason==''
     s.save_cert(db,u,'purchase',{'buyerAddress':'更正地址'},p['id'])
     verified=s.verify_cert(db,u,'purchase',p['id'],{'operationId':'verify-blank','reason':''})
     assert verified['status']=='active' and verified['verifiedTime']
@@ -440,10 +460,12 @@ def test_opening_and_verify_allow_blank_reason(ctx):
 def test_rejected_opening_rolls_back_claimed_operation(ctx):
     db,u,s,m=ctx
     p=s.save_cert(db,u,'purchase',purchase())
+    auto_ops = db.query(m.PlCertOperation).count()
+    auto_logs = db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()
     with pytest.raises(HTTPException):
         s.confirm_cert(db,u,'purchase',p['id'],{**opening(),'usedQty':'999'})
-    assert db.query(m.PlCertOperation).count()==0
-    assert db.query(m.PlCertQtyLog).count()==0
+    assert db.query(m.PlCertOperation).count()==auto_ops
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count()==auto_logs
 
 
 def test_replay_reads_current_certificate_and_opening_not_old_snapshot(ctx,monkeypatch):
@@ -472,7 +494,7 @@ def test_closed_certificate_keeps_history_and_cannot_be_reopened(ctx):
     used = confirmed['usedQty']
     closed = s.save_cert(db, u, 'purchase', {'status': 'closed'}, row['id'])
     assert closed['status'] == 'closed' and closed['usedQty'] == used
-    assert db.query(m.PlCertQtyLog).count() == 1
+    assert db.query(m.PlCertQtyLog).filter_by(del_flag=0).count() == 1
     for action, payload in (
         ('confirm', {**opening(), 'operationId': 'reopen-opening'}),
         ('verify', {'operationId': 'reopen-verify', 'reason': '重新启用'}),

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -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)

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

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

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

@@ -60,12 +60,12 @@
           >编辑</button
         >
         <button
-          v-if="canEdit && row.status !== 'void' && row.status !== 'closed'"
+          v-if="canEdit && row.openingConfirmed && row.status !== 'void' && row.status !== 'closed'"
           class="mp-wv-btn"
           type="button"
           @click="confirmRow = row"
         >
-          {{ row.openingConfirmed ? '复核' : '期初确认' }}
+          复核
         </button>
       </div>
     </article>

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

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

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

@@ -8,7 +8,10 @@
     <template v-else-if="plan">
       <section class="mp-wv-section mp-cert-quota">
         <p class="mp-wv-card__meta">当前车号 {{ plan.licensePlate || '待安排' }}</p>
-        <p v-if="plan.canSaveConfiguration === false" class="plan-empty-hint">
+        <p v-if="plan.certQuotaRuleVersion === 'customer_category'" class="plan-empty-hint">
+          新规则计划由系统按客户+品类自动选证，本页仅查看占用；安排不提供手工选证。
+        </p>
+        <p v-else-if="plan.canSaveConfiguration === false" class="plan-empty-hint">
           已安排计划请从调整运输提交用证变更；已归档计划仅查看占用。
         </p>
         <h3>全部装送段用证</h3>
@@ -122,8 +125,8 @@
               </div>
             </div>
             <template v-if="face.kind === 'transport'">
-              <h3>证面引用</h3>
-              <p v-if="!face.cert.purchaseRefs?.length" class="plan-empty-hint">没有证面引用。</p>
+              <h3>关联购买证</h3>
+              <p v-if="!face.cert.purchaseRefs?.length" class="plan-empty-hint">没有关联购买证。</p>
               <article
                 v-for="(refRow, index) in face.cert.purchaseRefs || []"
                 :key="refRow.id || index"
@@ -274,12 +277,32 @@
     for (const [key, ids] of Object.entries(next.pairs)) pairs[key] = ids
   }
   function bound(row: QuotaSourceOption, kind: CertType) {
-    return (
+    const fromStop = (
       plan.value?.stopProducts?.find(
         (item) =>
           item.sourceStopType === row.sourceStopType && item.sourceStopProductId === row.sourceStopProductId
       )?.certificates || []
     ).filter((cert) => cert.certType === kind)
+    if (fromStop.length) return fromStop
+    // 新规则无合同绑证时，安排后从占用明细回填证号
+    const sourceId = `${row.sourceStopType}:${row.sourceStopProductId}`
+    const fromUsage: { certType: CertType; certId: string; certNo: string; quantityUnit: string }[] = []
+    for (const usage of plan.value?.usages || []) {
+      if (String(usage.certType || '') !== kind) continue
+      const items = Array.isArray(usage.items) ? usage.items : []
+      const hit = items.some((item: Record<string, unknown>) => {
+        const typed = `${String(item.sourceStopType || '')}:${String(item.sourceStopProductId || '')}`
+        return String(item.sourceId || '') === sourceId || typed === sourceId
+      })
+      if (!hit) continue
+      fromUsage.push({
+        certType: kind,
+        certId: String(usage.certId || ''),
+        certNo: String(usage.certNoSnapshot || ''),
+        quantityUnit: String(usage.quantityUnit || '')
+      })
+    }
+    return fromUsage
   }
   function display(cert: QuotaCert, key: string) {
     if (key === 'status') return certStatusLabels[cert.status] || cert.status || '—'

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

@@ -1,5 +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>

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

@@ -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>

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

@@ -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">

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

@@ -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

web-admin/src/views/m/pl/plan/PlanStopReadCard.vue

@@ -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
         >

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

@@ -93,11 +93,10 @@
                   ><el-icon><Edit /></el-icon>编辑</el-button
                 >
                 <el-button
-                  v-if="canEdit && row.status !== 'void' && row.status !== 'closed'"
+                  v-if="canEdit && row.openingConfirmed && row.status !== 'void' && row.status !== 'closed'"
                   size="small"
                   @click="openConfirm(row)"
-                  ><el-icon><Check /></el-icon
-                  >{{ row.openingConfirmed ? '复核' : '期初确认' }}</el-button
+                  ><el-icon><Check /></el-icon>复核</el-button
                 >
                 <el-button size="small" @click="view(row)"
                   ><el-icon><View /></el-icon>查看</el-button
@@ -172,7 +171,7 @@
                 <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 +420,7 @@
               </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"
@@ -591,35 +590,12 @@
     </SystemViewDialog>
     <el-dialog
       v-model="confirmVisible"
-      :title="confirmRow?.openingConfirmed ? '复核证件' : '期初核对'"
+      title="复核证件"
       width="640px"
       align-center
       class="dialog-form-layout quota-cert-confirm-dialog"
     >
       <el-form label-position="top">
-        <template v-if="!confirmRow?.openingConfirmed">
-          <div class="form-grid-2">
-            <el-form-item>
-              <template #label>
-                历史已用量（证面单位）<span v-if="confirmUnit" class="form-label-tip">{{
-                  confirmUnit
-                }}</span>
-              </template>
-              <el-input v-model="opening.usedQty">
-                <template v-if="confirmUnit" #append>{{ confirmUnit }}</template>
-              </el-input>
-            </el-form-item>
-            <el-form-item label="一次有效证是否已有使用记录">
-              <el-switch v-model="opening.singleUseConsumed" />
-            </el-form-item>
-          </div>
-          <el-form-item label="历史来源说明">
-            <el-input v-model="opening.sourceNote" type="textarea" />
-          </el-form-item>
-          <el-form-item label="核对凭据">
-            <AttachmentUploadField v-model="opening.evidenceUrls" folder="pl/quota-cert" />
-          </el-form-item>
-        </template>
         <el-form-item label="核对说明"
           ><el-input v-model="opening.reason" type="textarea"
         /></el-form-item>
@@ -628,7 +604,7 @@
         ><el-button @click="confirmVisible = false"
           ><el-icon><Close /></el-icon>取消</el-button
         ><el-button type="primary" :loading="saving" @click="confirm"
-          ><el-icon><Check /></el-icon>确认启用</el-button
+          ><el-icon><Check /></el-icon>确认复核</el-button
         ></template
       >
     </el-dialog>
@@ -808,23 +784,27 @@
   }
 
   /** 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 +1039,7 @@
         { 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 +1606,17 @@
       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 +1729,7 @@
   }
   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() {
@@ -1798,12 +1781,10 @@
     saving.value = true
     try {
       const targetKind = rowCertType(confirmRow.value)
-      if (confirmRow.value.openingConfirmed)
-        await quotaCertApi.verify(targetKind, confirmRow.value.id, {
-          operationId: opening.operationId,
-          reason: opening.reason
-        })
-      else await quotaCertApi.confirm(targetKind, confirmRow.value.id, opening)
+      await quotaCertApi.verify(targetKind, confirmRow.value.id, {
+        operationId: opening.operationId,
+        reason: opening.reason
+      })
       confirmVisible.value = false
       await load()
     } finally {

web-admin/src/views/pl/quota-cert/model.ts

@@ -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