fix(pl): 证书齐备待完善列表将多选列置于首列。

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

backend/app/api/pl/plan.py

@@ -3807,7 +3807,7 @@ def archive_plan(
     db.flush()
     result = get_plan(id, db, user)
     if not quota_settled:
-        result.quota_settlement_error = read_quota_settlement_error(db, tenant_no, plan.id)
+        result.quota_settlement_error = read_quota_settlement_error(db, tenant_no, plan.id, plan=plan)
     return result
 
 

backend/app/api/pl/quota_cert.py

@@ -320,6 +320,23 @@ def contract_statistics_list(keyword: str = Query('', max_length=200),
         cert_count=cert_count, cert_count_min=cert_count_min, cert_count_max=cert_count_max))
 
 
+@router.get('/statistics/customers')
+def customer_statistics_list(keyword: str = Query('', max_length=200),
+                             customer_no: str = Query('', alias='customerNo', max_length=200),
+                             customer_name: str = Query('', alias='customerName', max_length=200),
+                             cert_count_op: str = Query('', alias='certCountOp', max_length=20),
+                             cert_count: str = Query('', alias='certCount', max_length=40),
+                             cert_count_min: str = Query('', alias='certCountMin', max_length=40),
+                             cert_count_max: str = Query('', alias='certCountMax', max_length=40),
+                             page: int = Query(1, ge=1),
+                             page_size: int = Query(20, alias='pageSize', ge=1, le=100),
+                             db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):
+    return _wire(statistics.list_customers(
+        db, user, keyword=keyword, page=page, page_size=page_size, customer_no=customer_no,
+        customer_name=customer_name, cert_count_op=cert_count_op, cert_count=cert_count,
+        cert_count_min=cert_count_min, cert_count_max=cert_count_max))
+
+
 @router.get('/statistics/certificates')
 def certificate_statistics_list(keyword: str = Query('', max_length=200),
                                 cert_no: str = Query('', alias='certNo', max_length=200),
@@ -378,6 +395,12 @@ def contract_statistics(contract_id: str, db: Session = Depends(get_db),
     return _wire(statistics.contract_statistics(db, user, contract_id))
 
 
+@router.get('/customers/{customer_id}/statistics')
+def customer_statistics(customer_id: str, db: Session = Depends(get_db),
+                        user: DbUserContext = Depends(current_user)):
+    return _wire(statistics.customer_statistics(db, user, customer_id))
+
+
 @router.get('/{cert_type}/{cert_id}/statistics')
 def certificate_statistics(cert_type: CertType, cert_id: str, db: Session = Depends(get_db),
                            user: DbUserContext = Depends(current_user)):
@@ -386,8 +409,9 @@ def certificate_statistics(cert_type: CertType, cert_id: str, db: Session = Depe
 
 @router.get('/{cert_type}')
 def list_certs(cert_type: CertType, keyword: Optional[str] = None, status: Optional[str] = None,
+               customer_id: Optional[str] = Query(None, alias='customerId', max_length=64),
                db: Session = Depends(get_db), user: DbUserContext = Depends(current_user)):
-    return _wire(certs.list_certs(db, user, cert_type, keyword, status))
+    return _wire(certs.list_certs(db, user, cert_type, keyword, status, customer_id=customer_id))
 
 
 @router.post('/{cert_type}/recognize', dependencies=[Depends(require_menu_code('pl:quota-cert:edit'))])

backend/app/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_business.py

@@ -171,26 +171,40 @@ def settle_plan_quota(db, user, plan, payload, *, adjustment=False):
     except ArchiveQuotaBlocked as exc:
         raise HTTPException(409, str(exc)) from exc
     except (HTTPException, ValueError, AllocationIncomplete) as exc:
+        message = str(getattr(exc, 'detail', exc))
+        # 无用量行（如证书齐备仅放行安排）时仍保留原因，供同请求读回。
+        setattr(plan, '_quota_settlement_error', message)
         rows = db.query(PlPlanCertUsage).filter_by(tenant_no=user.tenant_no, plan_id=plan.id, del_flag=0).all()
         for row in rows:
             if not adjustment:
                 row.usage_status = 'exception'
             row.confirmation_snapshot = {**(row.confirmation_snapshot or {}), 'executed': True,
-                                         'settlementError': str(getattr(exc, 'detail', exc))}
+                                         'settlementError': message}
             row.update_by = user.id
         if not adjustment:
             plan.archive_status = 'exception'
         return False
 
 
-def read_quota_settlement_error(db, tenant_no, plan_id):
+def read_quota_settlement_error(db, tenant_no, plan_id, plan=None):
     """结转失败时返回已经写在用量快照上的原因。"""
+    from app.models.pl_models import PlPlan
     from app.models.pl_quota_models import PlPlanCertUsage
+
+    if plan is not None:
+        cached = getattr(plan, '_quota_settlement_error', None)
+        if isinstance(cached, str) and cached.strip():
+            return cached.strip()
     rows = db.query(PlPlanCertUsage).filter_by(tenant_no=tenant_no, plan_id=plan_id, del_flag=0).all()
     for row in rows:
         message = (row.confirmation_snapshot or {}).get('settlementError')
         if isinstance(message, str) and message.strip():
             return message.strip()
+    target = plan
+    if target is None:
+        target = db.query(PlPlan).filter_by(id=plan_id, tenant_no=tenant_no, del_flag=0).first()
+    if target is not None and int(getattr(target, 'quota_cert_pending_fulfill', 0) or 0) == 1:
+        return '该计划仍处于证书齐备待完善，请先在证书齐备中完善并关闭后再归档'
     return '实际数量已保存，证件没有扣减。请把实际数量改小，或先补充购买证和运输证，再重新归档。'
 
 

backend/app/services/pl_quota_cert_bindings.py

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

backend/app/services/pl_quota_cert_service.py

@@ -9,6 +9,7 @@ from fastapi import HTTPException
 from pydantic import BaseModel
 from sqlalchemy import or_
 from sqlalchemy.exc import IntegrityError
+from app.models.crm_models import CrmCustomer
 from app.models.pl_quota_models import (
     PlPurchaseCert, PlTransportCert, PlTransportCertPurchaseRef,
     PlCertQtyLog, PlPlanCertUsage, PlContractCertLink, PlCertOperation,
@@ -47,6 +48,39 @@ def usage_policy(valid_use_text):
     return {'一次有效': 'once', '多次有效': 'multiple'}.get((valid_use_text or '').strip(), 'needs_confirmation')
 
 
+_ONCE_USAGE_STATUSES = ('reserved', 'in_transit', 'settled', 'exception')
+
+
+def is_single_use_consumed(db, user, cert_type, cert, *, exclude_plan_id=None):
+    """一次有效证是否已不可再用：期初已使用，或其它计划已占用/已执行。
+
+    exclude_plan_id：当前计划自身的用量不计入占用（安排/结转同一计划可续用）。
+    多次有效或待确认原文返回 False，由调用方另行校验 policy。
+    """
+    if usage_policy(getattr(cert, 'valid_use_text', None)) != 'once':
+        return False
+    if getattr(cert, 'opening_single_use_consumed', 0):
+        return True
+    previous = (
+        db.query(PlPlanCertUsage)
+        .filter_by(
+            tenant_no=user.tenant_no,
+            cert_type=cert_type,
+            cert_id=cert.id,
+            del_flag=0,
+        )
+        .all()
+    )
+    for usage in previous:
+        if exclude_plan_id is not None and usage.plan_id == exclude_plan_id:
+            continue
+        if usage.usage_status in _ONCE_USAGE_STATUSES:
+            return True
+        if (usage.confirmation_snapshot or {}).get('executed'):
+            return True
+    return False
+
+
 def _assert_known_usage_policy(row):
     if usage_policy(row.valid_use_text) == 'needs_confirmation':
         raise HTTPException(400, '有效次数原文待确认，明确一次或多次有效后才能启用')
@@ -85,8 +119,28 @@ def _transport_derived_categories(db, user, transport_cert_id):
     return list(dict.fromkeys(r.category_id for r in rows if r.category_id))
 
 
+def _customer_display_name(db, user, customer_id):
+    """按证件绑定的系统客户 ID 取 CRM 名称；与证面收货/购买单位无关。"""
+    cid = str(customer_id or '').strip()
+    if not cid:
+        return None
+    row = (
+        db.query(CrmCustomer.customer_name)
+        .filter(
+            CrmCustomer.id == cid,
+            CrmCustomer.tenant_no == user.tenant_no,
+            CrmCustomer.del_flag == 0,
+        )
+        .first()
+    )
+    return (row[0] if row else None) or None
+
+
 def 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(
@@ -96,17 +150,23 @@ def get_cert(db, user, cert_type, cert_id, current=False):
         opening_query = opening_query.with_for_update()
     result['openingConfirmed'] = opening_query.first() is not None
     result['availableQty'] = row.total_qty - row.used_qty - row.reserved_qty
+    result['singleUseConsumed'] = is_single_use_consumed(db, user, cert_type, row)
+    result['customerName'] = _customer_display_name(db, user, getattr(row, 'customer_id', None))
     if cert_type == '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
 
 
-def list_certs(db, user, cert_type, keyword=None, status=None):
+def list_certs(db, user, cert_type, keyword=None, status=None, customer_id=None):
     model = _model(cert_type)
     query = db.query(model).filter(model.tenant_no == user.tenant_no, model.del_flag == 0)
     query = apply_pl_scope(query, model, user, db, user.tenant_no)
+    if customer_id:
+        query = query.filter(model.customer_id == customer_id)
     if keyword:
         sale_name = model.seller_name if cert_type == 'purchase' else model.shipper_name
         buy_name = model.buyer_name if cert_type == 'purchase' else model.consignee_name
@@ -169,8 +229,11 @@ 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 +241,35 @@ 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 +303,13 @@ 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 +333,7 @@ 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 +374,8 @@ 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 +422,98 @@ 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 +560,24 @@ 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

@@ -12,6 +12,7 @@ from app.models.pl_quota_models import (
 )
 from app.schemas.pl.quota_planning import ManualQuantity
 from app.services.pl_cert_category_service import category_ids_for_product
+from app.services.pl_quota_cert_service import is_single_use_consumed
 from app.services.pl_quota_units import same_quantity_unit, standard_conversion_ratio
 
 
@@ -42,6 +43,16 @@ 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):
@@ -116,11 +127,12 @@ 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):
                 continue
-            if purchase.opening_single_use_consumed:
+            if is_single_use_consumed(db, user, 'purchase', purchase):
                 continue
             try:
                 need = _permit_qty_for(Decimal(source.quantity), source.unit, purchase.quantity_unit)
@@ -165,11 +177,12 @@ 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):
                     continue
-                if transport.opening_single_use_consumed:
+                if is_single_use_consumed(db, user, 'transport', transport):
                     continue
                 if not _vehicle_ok(transport, vehicle_no):
                     continue

backend/app/services/pl_quota_diagnostics.py

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

backend/app/services/pl_quota_planning.py

@@ -351,7 +351,11 @@ def get_plan_quota(db, user, plan_id):
                   ),
                   'usages': []}
         for usage in usages:
-            _get_row(db, user, usage.cert_type, usage.cert_id)
+            cert = _get_row(db, user, usage.cert_type, usage.cert_id)
             items = db.query(PlPlanCertUsageItem).filter_by(tenant_no=user.tenant_no, usage_id=usage.id, del_flag=0).order_by(PlPlanCertUsageItem.allocation_seq).all()
-            result['usages'].append({**_row_to_dict(usage), 'items': [_row_to_dict(row) for row in items]})
+            payload = {**_row_to_dict(usage), 'items': [_row_to_dict(row) for row in items]}
+            # 详情展示证面附件：用量行本身无附件字段，从证件档案回填
+            payload['attachmentUrls'] = getattr(cert, 'attachment_urls', None) or ''
+            payload['certNo'] = payload.get('certNo') or getattr(cert, 'cert_no', None) or usage.cert_no_snapshot
+            result['usages'].append(payload)
         return result

backend/app/services/pl_quota_statistics.py

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

backend/app/services/pl_quota_usage_service.py

@@ -16,7 +16,7 @@ from app.models.pl_models import PlPlan
 from app.models.crm_models import CrmContractProduct
 from app.schemas.pl.quota_usage import UsageManual, UsageRequest
 from app.services.pl_data_scope import assert_pl_row_in_scope
-from app.services.pl_quota_cert_service import _audit, _get_row, usage_policy
+from app.services.pl_quota_cert_service import _audit, _get_row, is_single_use_consumed, usage_policy
 from app.services.pl_quota_contract_service import _contract
 from app.services.pl_quota_allocation import (SourceDemand, PermitCandidate, ManualAllocation, Allocation,
     allocate_plan, settle_allocations, validate_allocation_pairing, InsufficientQuota)
@@ -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')
@@ -211,16 +215,20 @@ def _candidate_context(db,user,r,plan,certs,usages,items,selected,preview=False,
         if kind=='transport' and (not r.vehicle_no or r.vehicle_no not in (c.vehicle_numbers_json or [])):
             skipped_for_vehicle=True
             continue
-        if policy=='once':
-            previous=query(m.PlPlanCertUsage,cert_type=kind,cert_id=pid,del_flag=0).all()
-            if c.opening_single_use_consumed or any(u.plan_id!=plan.id and (u.usage_status in ('reserved','in_transit','settled','exception') or (u.confirmation_snapshot or {}).get('executed')) for u in previous):
-                raise ValueError('一次有效证件已使用或已占用')
+        if policy=='once' and is_single_use_consumed(db, user, kind, c, exclude_plan_id=plan.id):
+            raise ValueError('一次有效证件已使用或已占用')
         eligible=set()
-        for sid,s in sources.items():
-            link=query(m.PlContractCertLink,cert_type=kind,cert_id=pid,contract_id=s.contract_id,del_flag=0,link_status='active').first()
-            scope=None if link is None else query(m.PlContractCertProduct,contract_cert_link_id=link.id,contract_product_id=s.contract_product_id,del_flag=0,scope_status='active').first()
-            if scope:
-                eligible.add(sid); scopes[(k,sid)]=(link,scope)
+        if customer_rule:
+            # 新规则已由客户+品类整笔选证；账本不再依赖合同绑证 scope。
+            eligible=set(sources)
+            for sid in eligible:
+                scopes[(k,sid)]=(None,None)
+        else:
+            for sid,s in sources.items():
+                link=query(m.PlContractCertLink,cert_type=kind,cert_id=pid,contract_id=s.contract_id,del_flag=0,link_status='active').first()
+                scope=None if link is None else query(m.PlContractCertProduct,contract_cert_link_id=link.id,contract_product_id=s.contract_product_id,del_flag=0,scope_status='active').first()
+                if scope:
+                    eligible.add(sid); scopes[(k,sid)]=(link,scope)
         refs=frozenset(x.purchase_cert_id for x in query(m.PlTransportCertPurchaseRef,transport_cert_id=pid,del_flag=0).all() if x.purchase_cert_id) if kind=='transport' else frozenset()
         own=usages[k].reserved_qty if k in usages else ZERO
         candidates[kind].append(PermitCandidate(pid,c.total_qty-c.used_qty-c.reserved_qty+own,c.quantity_unit,c.valid_to,frozenset(eligible),refs))
@@ -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)
 
 
@@ -340,6 +370,8 @@ 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:
@@ -351,15 +383,8 @@ def _settlement_cover_cert(db, user, r, plan, kind, cert):
         return False
     if kind == 'transport' and (not r.vehicle_no or r.vehicle_no not in (cert.vehicle_numbers_json or [])):
         return False
-    if policy == 'once':
-        previous = _query(db, user, m.PlPlanCertUsage, cert_type=kind, cert_id=cert.id, del_flag=0).all()
-        if cert.opening_single_use_consumed or any(
-            u.plan_id != plan.id and (
-                u.usage_status in ('reserved', 'in_transit', 'settled', 'exception')
-                or (u.confirmation_snapshot or {}).get('executed')
-            ) for u in previous
-        ):
-            return False
+    if policy == 'once' and is_single_use_consumed(db, user, kind, cert, exclude_plan_id=plan.id):
+        return False
     return True
 
 

backend/tests/test_pl_customer_cert_quota.py

@@ -61,6 +61,47 @@ def test_apply_plan_quota_new_rule_waive_skips_reserve_not_settle(monkeypatch):
     assert '待完善' in str(exc.value.detail)
 
 
+def test_settle_pending_fulfill_without_usage_rows_keeps_pending_message(monkeypatch):
+    """证书齐备待完善且无用量行时，归档结转错误不能回落成通用扣减文案。"""
+    from contextlib import nullcontext
+
+    from app.services import pl_quota_business as biz
+    from fastapi import HTTPException
+
+    plan = SimpleNamespace(
+        id='p1',
+        quota_cert_waived=1,
+        quota_cert_pending_fulfill=1,
+        cert_quota_rule_version='customer_category',
+        cert_configuration={},
+        archive_status='none',
+    )
+    user = SimpleNamespace(id='u', tenant_no='t')
+    pending = '该计划仍处于证书齐备待完善，请先在证书齐备中完善并关闭后再归档'
+
+    class _Query:
+        def filter_by(self, **kwargs):
+            return self
+
+        def all(self):
+            return []
+
+    db = MagicMock()
+    db.query.return_value = _Query()
+    db.flush = MagicMock()
+    db.begin_nested = MagicMock(return_value=nullcontext())
+
+    def boom(*_a, **_k):
+        raise HTTPException(409, pending)
+
+    monkeypatch.setattr(biz, 'apply_plan_quota', boom)
+
+    assert biz.settle_plan_quota(db, user, plan, None) is False
+    message = biz.read_quota_settlement_error(db, 't', 'p1', plan=plan)
+    assert '待完善' in message
+    assert '证件没有扣减' not in message
+
+
 def test_list_certs_default_excludes_closed_void(monkeypatch):
     from app.services import pl_quota_cert_service as svc
 
@@ -381,3 +422,333 @@ 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'})
+
+
+def test_list_certs_filters_by_customer_id(monkeypatch):
+    from app.services import pl_quota_cert_service as svc
+
+    class Col:
+        def __init__(self, name):
+            self.name = name
+
+    class CustomerCol:
+        def __eq__(self, other):
+            return ('CUSTOMER_FILTER', other)
+
+    class FakeModel:
+        __tablename__ = 'pl_purchase_cert'
+        tenant_no = SimpleNamespace()
+        del_flag = 0
+        customer_id = CustomerCol()
+        status = SimpleNamespace(notin_=lambda *a, **k: 'STATUS_FILTER')
+        create_time = SimpleNamespace(desc=lambda: 'DESC')
+        cert_no = seller_name = buyer_name = SimpleNamespace(contains=lambda *a, **k: True)
+        __table__ = SimpleNamespace(columns=[Col('id'), Col('status')])
+
+    class Query:
+        def __init__(self):
+            self.filters = []
+
+        def filter(self, *a, **k):
+            self.filters.extend(a)
+            return self
+
+        def filter_by(self, **k):
+            return self
+
+        def order_by(self, *a):
+            return self
+
+        def all(self):
+            return []
+
+    q = Query()
+    db = MagicMock()
+    db.query.return_value = q
+    monkeypatch.setattr(svc, '_model', lambda t: FakeModel)
+    monkeypatch.setattr(svc, 'apply_pl_scope', lambda query, *a, **k: query)
+    monkeypatch.setattr(svc, 'get_cert', lambda *a, **k: {})
+    svc.list_certs(db, SimpleNamespace(tenant_no='t'), 'purchase', customer_id='cust-1')
+    assert ('CUSTOMER_FILTER', 'cust-1') in q.filters
+    assert any(f == 'STATUS_FILTER' for f in q.filters)
+
+
+def test_is_single_use_consumed_blocks_other_plan_usage():
+    from app.services.pl_quota_cert_service import is_single_use_consumed
+    from app.models.pl_quota_models import PlPlanCertUsage
+
+    cert = SimpleNamespace(id='buy1', valid_use_text='一次有效', opening_single_use_consumed=0)
+    usage_row = SimpleNamespace(
+        plan_id='other-plan',
+        usage_status='reserved',
+        confirmation_snapshot=None,
+    )
+
+    class UsageQuery:
+        def filter_by(self, **k):
+            return self
+
+        def all(self):
+            return [usage_row]
+
+    db = MagicMock()
+
+    def q_side(model):
+        assert model is PlPlanCertUsage
+        return UsageQuery()
+
+    db.query.side_effect = q_side
+    user = SimpleNamespace(tenant_no='t')
+    assert is_single_use_consumed(db, user, 'purchase', cert) is True
+    assert is_single_use_consumed(db, user, 'purchase', cert, exclude_plan_id='other-plan') is False
+    multi = SimpleNamespace(id='buy2', valid_use_text='多次有效', opening_single_use_consumed=1)
+    assert is_single_use_consumed(db, user, 'purchase', multi) is False
+
+
+def test_whole_cover_skips_once_used_purchase_with_remaining(monkeypatch):
+    """一次有效证已被他计划占用时，即使余量足够也不能再选。"""
+    from app.services import pl_quota_customer_select as sel
+    from app.schemas.pl.quota_usage import UsageSource
+
+    source = UsageSource(
+        source_stop_type='delivery',
+        source_stop_id='s1',
+        source_stop_product_id='sp1',
+        plan_product_id='pp1',
+        contract_id='c1',
+        contract_product_id='cp1',
+        product_id='prod1',
+        quantity=Decimal('10'),
+        unit='吨',
+        fingerprint='y' * 64,
+        snapshot={'customerId': 'cust1'},
+        requires_transport=False,
+    )
+    used_once = SimpleNamespace(
+        id='buy-once', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=date(2026, 12, 1),
+        total_qty=Decimal('100'), used_qty=Decimal('10'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0, valid_use_text='一次有效',
+    )
+    fresh = SimpleNamespace(
+        id='buy-fresh', customer_id='cust1', category_id='cat1', status='active',
+        verified_by='u', verified_time=datetime.now(), valid_from=None, valid_to=date(2027, 6, 1),
+        total_qty=Decimal('100'), used_qty=Decimal('0'), reserved_qty=Decimal('0'),
+        quantity_unit='吨', opening_single_use_consumed=0, valid_use_text='多次有效',
+    )
+
+    class PurchaseQuery:
+        def filter(self, *a, **k):
+            return self
+
+        def order_by(self, *a, **k):
+            return self
+
+        def all(self):
+            return [used_once, fresh]
+
+    class LogQuery:
+        def filter_by(self, **k):
+            return self
+
+        def first(self):
+            return SimpleNamespace(id='opening')
+
+    from app.models.pl_quota_models import PlPurchaseCert, PlCertQtyLog
+
+    db = MagicMock()
+
+    def q_side(model):
+        if model is PlPurchaseCert:
+            return PurchaseQuery()
+        if model is PlCertQtyLog:
+            return LogQuery()
+        return MagicMock()
+
+    db.query.side_effect = q_side
+    user = SimpleNamespace(tenant_no='t')
+    monkeypatch.setattr(sel, 'category_ids_for_product', lambda db, tenant, pid: {'cat1'})
+    monkeypatch.setattr(
+        sel,
+        'is_single_use_consumed',
+        lambda db, user, kind, cert, **kw: cert.id == 'buy-once',
+    )
+    purchase_ids, transport_ids, manuals = sel.select_whole_cover_certs(
+        db, user, [source], vehicle_no='皖A12345', on_date=date(2026, 11, 14),
+    )
+    assert purchase_ids == ['buy-fresh']
+    assert transport_ids == []
+    assert manuals[0].permit_id == 'buy-fresh'
+
+
+def test_list_customers_requires_customer_cert_counts(monkeypatch):
+    from app.services import pl_quota_statistics as stats
+
+    class Q:
+        def __init__(self, total=1, rows=None):
+            self._total = total
+            self._rows = rows or []
+
+        def join(self, *a, **k):
+            return self
+
+        def filter(self, *a, **k):
+            return self
+
+        def count(self):
+            return self._total
+
+        def with_entities(self, *a, **k):
+            return self
+
+        def order_by(self, *a, **k):
+            return self
+
+        def offset(self, *a, **k):
+            return self
+
+        def limit(self, *a, **k):
+            return self
+
+        def all(self):
+            return self._rows
+
+    customer = SimpleNamespace(id='cust1', customer_no='C1', customer_name='甲客户', create_time=None)
+    monkeypatch.setattr(stats, '_customer_cert_counts', lambda db, user: SimpleNamespace(c=SimpleNamespace(customer_id='id', cert_count='cnt')))
+    monkeypatch.setattr(stats, '_customers', lambda db, user: Q(rows=[(customer, 3)]))
+    result = stats.list_customers(MagicMock(), SimpleNamespace(tenant_no='t', to_user_info=lambda: {}))
+    assert result['total'] == 1
+    assert result['list'][0]['customerName'] == '甲客户'
+    assert result['list'][0]['certCount'] == 3
+
+
+def test_get_cert_customer_name_from_crm_not_consignee(monkeypatch):
+    """详情/编辑用 CRM 系统客户名，不用证面收货单位。"""
+    from app.services import pl_quota_cert_service as svc
+
+    class Col:
+        def __init__(self, name):
+            self.name = name
+
+    row = SimpleNamespace(
+        id='t1',
+        cert_no='Y1',
+        customer_id='cust-kanghua',
+        consignee_name='国能宿州热电有限公司',
+        valid_use_text='多次有效',
+        total_qty=Decimal('10'),
+        used_qty=Decimal('0'),
+        reserved_qty=Decimal('0'),
+        __table__=SimpleNamespace(
+            columns=[
+                Col('id'),
+                Col('cert_no'),
+                Col('customer_id'),
+                Col('consignee_name'),
+                Col('valid_use_text'),
+                Col('total_qty'),
+                Col('used_qty'),
+                Col('reserved_qty'),
+            ]
+        ),
+    )
+    monkeypatch.setattr(svc, '_get_row', lambda *a, **k: row)
+    monkeypatch.setattr(svc, 'is_single_use_consumed', lambda *a, **k: False)
+    monkeypatch.setattr(
+        svc, '_customer_display_name', lambda *a, **k: '滁州康华电子材料有限公司'
+    )
+    monkeypatch.setattr(svc, '_refs', lambda *a, **k: [])
+    monkeypatch.setattr(svc, '_has_history', lambda *a, **k: False)
+    monkeypatch.setattr(svc, '_transport_derived_categories', lambda *a, **k: [])
+
+    opening = MagicMock()
+    opening.filter_by.return_value.first.return_value = None
+    db = MagicMock()
+    db.query.return_value = opening
+
+    result = svc.get_cert(db, SimpleNamespace(tenant_no='t'), 'transport', 't1')
+    assert result['customerName'] == '滁州康华电子材料有限公司'
+    assert result['consigneeName'] == '国能宿州热电有限公司'
+    assert result['customerId'] == 'cust-kanghua'

backend/tests/test_pl_quota_api.py

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

backend/tests/test_pl_quota_business.py

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

backend/tests/test_pl_quota_cert_archive.py

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

backend/tests/test_pl_quota_sources.py

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

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';

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

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

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

@@ -0,0 +1,47 @@
+import assert from 'node:assert/strict'
+import test from 'node:test'
+import { resolveArchiveQuotaBlockMode } from '../src/utils/pl-archive-quota-block'
+
+test('pending fulfill plan only alerts, no certificate-ready confirm', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode(
+      '实际数量已保存，证件没有扣减。请把实际数量改小，或先补充购买证和运输证，再重新归档。',
+      '用证没有完成',
+      { quotaCertPendingFulfill: 1, quotaCertWaived: 1 }
+    ),
+    'alert-pending'
+  )
+})
+
+test('already waived plan does not offer archive-time certificate ready', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode('余额不足', '用证没有完成', { quotaCertWaived: 1 }),
+    'alert-pending'
+  )
+})
+
+test('pending keywords still force alert mode without plan flags', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode(
+      '该计划仍处于证书齐备待完善，请先在证书齐备中完善并关闭后再归档',
+      '用证没有完成',
+      {}
+    ),
+    'alert-pending'
+  )
+})
+
+test('unmarked legacy quota block still offers certificate ready', () => {
+  assert.equal(
+    resolveArchiveQuotaBlockMode(
+      '实际数量已保存，证件没有扣减。请把实际数量改小，或先补充购买证和运输证，再重新归档。',
+      '用证没有完成',
+      { quotaCertPendingFulfill: 0, quotaCertWaived: 0 }
+    ),
+    'confirm-ready'
+  )
+})
+
+test('non quota-title blocks stay plain alert', () => {
+  assert.equal(resolveArchiveQuotaBlockMode('不能归档：缺证', '不能归档', {}), 'alert-plain')
+})

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

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

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

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

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

@@ -0,0 +1,75 @@
+import test from 'node:test'
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+
+test('web contract detail embeds customer cert panel and renamed tab', () => {
+  const source = readFileSync(
+    new URL('../src/views/crm/contract/components/ContractDetailDialog.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(source, /label="客户证件与额度"/)
+  assert.match(source, /CustomerCertQuotaPanel/)
+  assert.doesNotMatch(source, /ContractQuotaPanel/)
+  assert.match(source, /:customer-id="detailContract\.customerId"/)
+})
+
+test('h5 contract detail includes customer cert tab', () => {
+  const source = readFileSync(
+    new URL('../src/views/m/crm/contract/detail.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(source, /CustomerCertQuotaTab/)
+  assert.match(source, /客户证件与额度/)
+  assert.match(source, /canViewQuotaCert/)
+  assert.match(source, /:customer-id="contract\.customerId"/)
+})
+
+test('customer cert panel lists by customerId without contract bindings', () => {
+  const source = readFileSync(
+    new URL('../src/views/pl/contract-quota/CustomerCertQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(source, /quotaCertApi\.list\('purchase', \{ customerId \}\)/)
+  assert.match(source, /quotaCertApi\.list\('transport', \{ customerId \}\)/)
+  assert.match(source, /有效次数/)
+  assert.match(source, /singleUseConsumed/)
+  assert.doesNotMatch(source, /saveBindings|openCreate|bindings\(/)
+})
+
+test('standalone contract-quota page is customer quota list', () => {
+  const panel = readFileSync(
+    new URL('../src/views/pl/contract-quota/CustomerQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  const wrapper = readFileSync(
+    new URL('../src/views/pl/contract-quota/ContractQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  const router = readFileSync(new URL('../src/router/modules/pl.ts', import.meta.url), 'utf8')
+  assert.match(panel, /客户用证/)
+  assert.match(panel, /quotaStatisticsApi\.customers/)
+  assert.match(wrapper, /CustomerQuotaPanel/)
+  assert.match(router, /title: '客户用证'/)
+})
+
+test('web customer quota panel uses toQueryParams from useServerColumnFilters', () => {
+  const panel = readFileSync(
+    new URL('../src/views/pl/contract-quota/CustomerQuotaPanel.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(panel, /toQueryParams/)
+  assert.match(panel, /\.\.\.toQueryParams\(\)/)
+  assert.doesNotMatch(panel, /\bbuildQuery\b/)
+  assert.doesNotMatch(panel, /\bresetFilters\b/)
+  assert.match(panel, /clearAllFilters/)
+  assert.match(panel, /watchVisibleColumns/)
+})
+
+test('h5 customer quota tab does not call buildQuery', () => {
+  const tab = readFileSync(
+    new URL('../src/views/m/pl/plan-cert/CustomerTab.vue', import.meta.url),
+    'utf8'
+  )
+  assert.doesNotMatch(tab, /\bbuildQuery\b/)
+  assert.match(tab, /quotaStatisticsApi\.customers/)
+})

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

@@ -0,0 +1,52 @@
+import assert from 'node:assert/strict'
+import { readFileSync } from 'node:fs'
+import test from 'node:test'
+
+const readyTab = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/ReadyTab.vue', import.meta.url),
+  'utf8'
+)
+const contractTab = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/CustomerTab.vue', import.meta.url),
+  'utf8'
+)
+const planCertIndex = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/index.vue', import.meta.url),
+  'utf8'
+)
+const archiveForm = readFileSync(
+  new URL('../src/views/m/pl/plan-cert/archive-form.vue', import.meta.url),
+  'utf8'
+)
+const stopCard = readFileSync(
+  new URL('../src/views/m/pl/plan/PlanStopReadCard.vue', import.meta.url),
+  'utf8'
+)
+
+test('H5 证书齐备对齐 2.0：待完善列表与完善并关闭，且文案不宣称归档可跳过额度', () => {
+  assert.match(readyTab, /listPendingFulfill/)
+  assert.match(readyTab, /certReadyApi\.fulfill/)
+  assert.match(readyTab, /fulfillBatch/)
+  assert.match(readyTab, /已标记待完善/)
+  assert.match(readyTab, /完善并关闭/)
+  assert.match(readyTab, /归档前仍须/)
+  assert.doesNotMatch(readyTab, /安排和归档时都不再校验/)
+  assert.doesNotMatch(readyTab, /也不扣减额度/)
+})
+
+test('H5 客户用证按客户列表展示证件', () => {
+  assert.match(contractTab, /quotaStatisticsApi\.customers/)
+  assert.match(contractTab, /\/m\/pl\/plan-cert\/customer\//)
+  assert.match(contractTab, /暂无客户用证数据/)
+  assert.match(planCertIndex, /title: '客户用证'/)
+})
+
+test('H5 建档页使用关联购买证且无证面引用残留', () => {
+  assert.match(archiveForm, /关联购买证/)
+  assert.doesNotMatch(archiveForm, /证面引用/)
+})
+
+test('H5 段次只读卡展示同市只需购买证', () => {
+  assert.match(stopCard, /是否同市/)
+  assert.match(stopCard, /同市只需购买证/)
+})

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

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

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

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

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

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

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

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

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

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

web-admin/scripts/quota-statistics.test.ts

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

web-admin/src/App.vue

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

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

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

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

@@ -61,6 +61,7 @@ export interface QuotaCert extends Omit<CertBody, 'status'> {
   verifiedTime?: string | null
   openingConfirmed: boolean
   usagePolicy: 'once' | 'multiple' | 'needs_confirmation'
+  singleUseConsumed?: boolean
   createTime?: string
   certType?: CertType
   derivedCategoryIds?: string[]
@@ -132,8 +133,10 @@ export interface LegalDocument {
 }
 const base = '/transport/quota-certs'
 export const quotaCertApi = {
-  list: (kind: CertType, params: { keyword?: string; status?: string } = {}) =>
-    request.get(`${base}/${kind}`, { params }).then(pickBxData<QuotaCert[]>),
+  list: (
+    kind: CertType,
+    params: { keyword?: string; status?: string; customerId?: string } = {}
+  ) => request.get(`${base}/${kind}`, { params }).then(pickBxData<QuotaCert[]>),
   get: (kind: CertType, id: string) =>
     request.get(`${base}/${kind}/${id}`).then(pickBxData<QuotaCert>),
   save: (kind: CertType, body: CertBody, id?: string) =>
@@ -504,6 +507,13 @@ export interface StatisticsPage<T> {
 export interface ContractStatisticsSummary extends ContractOption {
   certCount: number
 }
+export interface CustomerStatisticsSummary {
+  id: string
+  customerId: string
+  customerNo: string
+  customerName: string
+  certCount: number
+}
 export interface CertificateStatisticsSummary {
   id: string
   certId: string
@@ -522,6 +532,14 @@ export interface CertificateStatisticsSummary {
   buyPartyName?: string | null
   validUseText?: string | null
 }
+export interface CustomerStatistics extends CustomerStatisticsSummary {
+  certificates: (CertificateStatisticsSummary & {
+    usagePolicy?: QuotaCert['usagePolicy']
+    singleUseConsumed?: boolean
+    openingConfirmed?: boolean
+    createTime?: string
+  })[]
+}
 export interface StatisticsProduct {
   id: string
   contractProductId: string
@@ -579,6 +597,8 @@ export interface StatisticsQuery {
   contractNo?: string
   contractName?: string
   contractTypeIn?: string
+  customerNo?: string
+  customerName?: string
   certCountOp?: string
   certCount?: string
   certCountMin?: string
@@ -622,12 +642,18 @@ export const quotaStatisticsApi = {
     request
       .get(`${base}/statistics/contracts`, { params })
       .then(pickBxData<StatisticsPage<ContractStatisticsSummary>>),
+  customers: (params: StatisticsQuery) =>
+    request
+      .get(`${base}/statistics/customers`, { params })
+      .then(pickBxData<StatisticsPage<CustomerStatisticsSummary>>),
   certificates: (params: StatisticsQuery) =>
     request
       .get(`${base}/statistics/certificates`, { params })
       .then(pickBxData<StatisticsPage<CertificateStatisticsSummary>>),
   contract: (id: string) =>
     request.get(`${base}/contracts/${id}/statistics`).then(pickBxData<ContractStatistics>),
+  customer: (id: string) =>
+    request.get(`${base}/customers/${id}/statistics`).then(pickBxData<CustomerStatistics>),
   certificate: (kind: CertType, id: string) =>
     request.get(`${base}/${kind}/${id}/statistics`).then(pickBxData<CertificateStatistics>)
 }

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

@@ -299,6 +299,7 @@
     extractArchiveLineOverageDetail,
     showArchiveLineOverageConfirm
   } from '@/utils/pl-contract-qty-reminder'
+  import { resolveArchiveQuotaBlockMode } from '@/utils/pl-archive-quota-block'
 
   const props = defineProps<{
     visible: boolean
@@ -1602,12 +1603,12 @@
 
   async function showArchiveQuotaBlockDialog(message: string, title = '不能归档') {
     const html = `<p class="pl-arrange-block-text">${escapeArchiveBlockText(message)}</p>`
-    const pendingFulfill =
-      message.includes('待完善') || message.includes('完善并关闭') || message.includes('证书齐备待完善')
-    if (title !== '用证没有完成' || pendingFulfill) {
-      const guide = pendingFulfill
-        ? `${html}<p class="pl-arrange-block-text">新规则下证书齐备只放行安排，不能绕过归档挂证。请到「证书齐备 → 已标记待完善证书」上传证件并执行完善并关闭后再归档。</p>`
-        : html
+    const mode = resolveArchiveQuotaBlockMode(message, title, plan.value)
+    if (mode !== 'confirm-ready') {
+      const guide =
+        mode === 'alert-pending'
+          ? `${html}<p class="pl-arrange-block-text">该运输计划已走证书齐备，归档前须完善证件。请到「证书齐备 → 已标记待完善证书」上传购买证/运输证并执行完善并关闭后再归档。</p>`
+          : html
       await ElMessageBox.alert(guide, title, {
         type: 'warning',
         confirmButtonText: '知道了',

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/components/business/pl-plan-view-tabs/index.vue

@@ -71,23 +71,6 @@
         <p v-else-if="!loading" class="pl-plan-form-empty-hint">暂无车辆信息</p>
       </section>
 
-      <section class="pl-plan-form-section pl-plan-form-section--plain">
-        <h3 class="pl-plan-form-section-title">关联购买证 / 运输证</h3>
-        <p v-if="plan?.quotaCertPendingFulfill" class="pl-plan-form-empty-hint">
-          证书齐备（待完善）：请到「证书齐备 → 已标记待完善证书」挂证并完善并关闭
-        </p>
-        <div v-else-if="linkedCertRows.length" class="pl-plan-linked-certs">
-          <div v-for="item in linkedCertRows" :key="item.key" class="pl-plan-linked-cert-row">
-            <el-tag size="small" :type="item.kind === 'purchase' ? 'success' : 'warning'">
-              {{ item.kind === 'purchase' ? '购买证' : '运输证' }}
-            </el-tag>
-            <span>{{ item.certNo || item.certId }}</span>
-            <span class="text-slate-500">预占 {{ item.reservedQty }} / 已用 {{ item.usedQty }}</span>
-          </div>
-        </div>
-        <p v-else class="pl-plan-form-empty-hint">暂无关联证件</p>
-      </section>
-
       <section class="pl-plan-form-section pl-plan-form-section--plain">
         <h3 class="pl-plan-form-section-title">装送货信息</h3>
         <PlPlanStopsSplitShell
@@ -251,8 +234,31 @@
       </section>
 
       <section class="pl-plan-form-section pl-plan-form-section--plain">
-        <h3 class="pl-plan-form-section-title">危化品证书信息</h3>
-        <PlPlanHazardCertViewTable :products="hazardProducts" />
+        <h3 class="pl-plan-form-section-title">关联购买证 / 运输证</h3>
+        <p v-if="plan?.quotaCertPendingFulfill" class="pl-plan-form-empty-hint">
+          证书齐备（待完善）：请到「证书齐备 → 已标记待完善证书」挂证并完善并关闭
+        </p>
+        <div v-else-if="linkedCertRows.length" class="pl-plan-linked-certs">
+          <div v-for="item in linkedCertRows" :key="item.key" class="pl-plan-linked-cert-block">
+            <div class="pl-plan-linked-cert-block__meta">
+              <el-tag size="small" :type="item.kind === 'purchase' ? 'success' : 'warning'">
+                {{ item.kind === 'purchase' ? '购买证' : '运输证' }}
+              </el-tag>
+              <span class="pl-plan-linked-cert-block__no">{{ item.certNo || item.certId }}</span>
+              <span class="pl-plan-linked-cert-block__qty"
+                >预占 {{ item.reservedQty }} / 已用 {{ item.usedQty }}</span
+              >
+            </div>
+            <div class="pl-plan-linked-cert-block__slot">
+              <span class="pl-plan-linked-cert-block__label">证件附件</span>
+              <div v-if="item.attachmentUrls" class="pl-plan-linked-cert-block__attachment">
+                <AttachmentUploadField :model-value="item.attachmentUrls" disabled />
+              </div>
+              <span v-else class="pl-plan-linked-cert-block__missing">未上传</span>
+            </div>
+          </div>
+        </div>
+        <p v-else class="pl-plan-form-empty-hint">暂无关联证件</p>
       </section>
 
       <section class="pl-plan-form-section pl-plan-form-section--plain">
@@ -430,7 +436,6 @@
     type BrandQtyRow
   } from '@/components/business/brand-qty-chips-field/index.vue'
   import PlPlanDriverFeedbackDialog from '@/components/business/pl-plan-driver-feedback-dialog/index.vue'
-  import PlPlanHazardCertViewTable from '@/components/business/pl-plan-hazard-cert-view-table/index.vue'
   import PlPlanArchiveBrandViewBlock from '@/components/business/pl-plan-archive-brand-view-block/index.vue'
   import PlPlanStopFeedbackPanel from '@/components/business/pl-plan-stop-feedback-panel/index.vue'
   import PlPlanStopProductTable from '@/components/business/pl-plan-stop-product-table/index.vue'
@@ -476,7 +481,6 @@
   } from '@/utils/pl-plan-stop-form'
   import { buildArchiveBrandViewsBySegment } from '@/utils/pl-plan-archive-brand-view'
   import { resolveFreightUnitLabel } from '@/composables/usePlFreightCalc'
-  import { isHazardProduct } from '@/composables/usePlToxicProductCertCheck'
   import { useDictStore } from '@/store/modules/dict'
   import { formatDate, formatDateTime } from '@/utils/format'
   import {
@@ -1638,18 +1642,6 @@
     return fields
   })
 
-  /** 危化证区域展示 CRM 标准名（productRows 已回填 standardProductName；库内 productName 可能是别名） */
-  const hazardProducts = computed(() =>
-    products.value
-      .filter((item) => isHazardProduct(item))
-      .map((item) => {
-        const formRow = item.id ? planProductFormById.value.get(String(item.id)) : undefined
-        const standardName = String(formRow?.standardProductName || '').trim()
-        if (!standardName || standardName === item.productName) return item
-        return { ...item, productName: standardName }
-      })
-  )
-
   const linkedCertRows = ref<
     Array<{
       key: string
@@ -1658,6 +1650,7 @@
       certNo?: string
       reservedQty: string | number
       usedQty: string | number
+      attachmentUrls: string
     }>
   >([])
 
@@ -1670,9 +1663,10 @@
         key: `${u.certType || u.cert_type}-${u.certId || u.cert_id}-${index}`,
         kind: String(u.certType || u.cert_type || ''),
         certId: String(u.certId || u.cert_id || ''),
-        certNo: u.certNo || u.cert_no,
+        certNo: u.certNo || u.cert_no || u.certNoSnapshot || u.cert_no_snapshot,
         reservedQty: u.reservedQty ?? u.reserved_qty ?? '—',
-        usedQty: u.usedQty ?? u.used_qty ?? '—'
+        usedQty: u.usedQty ?? u.used_qty ?? '—',
+        attachmentUrls: String(u.attachmentUrls || u.attachment_urls || '').trim()
       }))
     } catch {
       linkedCertRows.value = []
@@ -1932,6 +1926,93 @@
     white-space: pre-wrap;
   }
 
+  .pl-plan-linked-certs {
+    display: flex;
+    flex-direction: column;
+    gap: 12px;
+  }
+
+  .pl-plan-linked-cert-block {
+    display: flex;
+    align-items: flex-start;
+    flex-wrap: wrap;
+    gap: 10px 16px;
+    padding: 14px 16px;
+    border: 1px solid var(--border, #d9e8e2);
+    border-radius: 10px;
+    background: #fff;
+  }
+
+  .pl-plan-linked-cert-block__meta {
+    display: flex;
+    align-items: center;
+    flex-wrap: wrap;
+    gap: 8px 12px;
+    min-width: 0;
+  }
+
+  .pl-plan-linked-cert-block__no {
+    font-size: 14px;
+    font-weight: 600;
+    color: #1e293b;
+    word-break: break-all;
+  }
+
+  .pl-plan-linked-cert-block__qty {
+    font-size: 13px;
+    color: var(--mint-text-muted, #64748b);
+  }
+
+  .pl-plan-linked-cert-block__slot {
+    display: inline-flex;
+    align-items: flex-start;
+    gap: 8px;
+  }
+
+  .pl-plan-linked-cert-block__label {
+    flex-shrink: 0;
+    color: var(--mint-text);
+    font-size: 13px;
+    line-height: 1.4;
+    white-space: nowrap;
+  }
+
+  .pl-plan-linked-cert-block__attachment {
+    display: inline-flex;
+    flex-shrink: 0;
+
+    :deep(.attachment-upload) {
+      width: auto;
+    }
+
+    :deep(.attachment-list) {
+      gap: 8px;
+    }
+
+    :deep(.attachment-item) {
+      width: 140px;
+      margin-bottom: 0;
+      border-radius: 8px;
+    }
+
+    :deep(.attachment-preview) {
+      height: 96px;
+    }
+  }
+
+  .pl-plan-linked-cert-block__missing {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    width: 140px;
+    height: 96px;
+    border: 1px dashed var(--border, #d9e8e2);
+    border-radius: 8px;
+    background: var(--table-head, #f8fafc);
+    color: var(--mint-text-muted);
+    font-size: 12px;
+  }
+
   .pl-plan-kv-grid {
     display: grid;
     grid-template-columns: repeat(4, minmax(0, 1fr));

web-admin/src/layouts/MpWebviewShell.vue

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

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

@@ -80,7 +80,7 @@ export const plRoutes: AppRouteRecord[] = [
             name: 'PlContractQuota',
             path: 'contract-quota',
             component: '/pl/contract-quota/index',
-            meta: { title: '合同用证', keepAlive: false, menuCode: 'pl:quota-cert:list' }
+            meta: { title: '客户用证', keepAlive: false, menuCode: 'pl:quota-cert:list' }
           },
           {
             id: 'PL_CERTIFICATE_USAGE',

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

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

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

@@ -0,0 +1,27 @@
+/** 归档用证拦截弹窗：已齐备/待完善只提醒，未齐备旧规则才可再点证书齐备。 */
+
+export type ArchiveQuotaBlockMode = 'alert-pending' | 'alert-plain' | 'confirm-ready'
+
+export type ArchiveQuotaBlockPlanFlags = {
+  quotaCertPendingFulfill?: number | boolean | null
+  quotaCertWaived?: number | boolean | null
+}
+
+function flagOn(value: number | boolean | null | undefined) {
+  return value === true || Number(value || 0) === 1
+}
+
+export function resolveArchiveQuotaBlockMode(
+  message: string,
+  title: string,
+  plan?: ArchiveQuotaBlockPlanFlags | null
+): ArchiveQuotaBlockMode {
+  const pendingByMessage =
+    message.includes('待完善') ||
+    message.includes('完善并关闭') ||
+    message.includes('证书齐备待完善')
+  const pendingByPlan = flagOn(plan?.quotaCertPendingFulfill) || flagOn(plan?.quotaCertWaived)
+  if (title !== '用证没有完成') return 'alert-plain'
+  if (pendingByPlan || pendingByMessage) return 'alert-pending'
+  return 'confirm-ready'
+}

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

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

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

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

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

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

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

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

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

@@ -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

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

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

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

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')
@@ -1201,19 +1201,20 @@
       return
     }
     const certRecord = (cert || {}) as Record<string, any>
-    let name =
-      String(certRecord.customerName || '').trim() ||
-      systemCustomer.value.customerName ||
-      customerOptions.value.find((item) => item.id === id)?.customerName ||
-      ''
+    let name = ''
+    try {
+      const detail = (await fetchCustomerDetail({ id })) as Record<string, any>
+      const data = detail?.data || detail
+      name = String(data?.customerName || '').trim()
+    } catch {
+      name = ''
+    }
+    // 系统客户以 CRM 为准；禁止用证面收货单位等缓存名顶替。
     if (!name) {
-      try {
-        const detail = (await fetchCustomerDetail({ id })) as Record<string, any>
-        const data = detail?.data || detail
-        name = String(data?.customerName || '').trim() || id
-      } catch {
-        name = id
-      }
+      name =
+        String(certRecord.customerName || '').trim() ||
+        customerOptions.value.find((item) => item.id === id)?.customerName ||
+        id
     }
     systemCustomer.value = { id, customerName: name }
     form.value.customerId = id
@@ -1544,10 +1545,14 @@
       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-cert/customer-detail.vue

@@ -0,0 +1,83 @@
+<template>
+  <MpWebviewShell @ready="ready = true">
+    <MpBusinessHeader title="客户用证" back-label="返回运输证件管理" @back="router.back()" />
+    <main v-if="ready" class="mp-h5-list-content mp-h5-detail-page mp-plan-cert-list">
+      <p v-if="error" class="mp-wv-empty" role="alert">
+        {{ error }}
+        <button class="mp-wv-btn" type="button" @click="retry">重试</button>
+      </p>
+      <div v-else-if="!authReady || loading" class="mp-cert-page-loading"><van-loading /></div>
+      <div v-else-if="!allowed" class="mp-wv-empty">
+        <div class="mp-wv-empty__title">无证件查看权限</div>
+      </div>
+      <template v-else-if="detail">
+        <section class="mp-wv-section">
+          <div class="mp-cert-contract-head">
+            <div class="mp-cert-contract-head__main">
+              <h3>{{ detail.customerName || '未命名客户' }}</h3>
+              <p>{{ detail.customerNo || '—' }}</p>
+            </div>
+          </div>
+          <div class="mp-wv-card__kv">
+            <div class="mp-wv-card__kv-row">
+              <span>关联证件数</span><span>{{ detail.certCount ?? certificates.length }}</span>
+            </div>
+          </div>
+        </section>
+        <CustomerCertQuotaTab :customer-id="customerId" :active="true" />
+      </template>
+    </main>
+  </MpWebviewShell>
+</template>
+
+<script setup lang="ts">
+  import { useRoute, useRouter } from 'vue-router'
+  import { fetchGetMenuCodes } from '@/api/auth'
+  import { quotaStatisticsApi, type CustomerStatistics } from '@/api/pl/quota-cert'
+  import CustomerCertQuotaTab from '@/views/m/crm/contract/CustomerCertQuotaTab.vue'
+
+  const route = useRoute()
+  const router = useRouter()
+  const ready = ref(false)
+  const authReady = ref(false)
+  const allowed = ref(false)
+  const loading = ref(true)
+  const error = ref('')
+  const detail = ref<CustomerStatistics | null>(null)
+  const customerId = computed(() => String(route.params.id || '').trim())
+  const certificates = computed(() => detail.value?.certificates || [])
+
+  async function load() {
+    const id = customerId.value
+    if (!id) {
+      error.value = '缺少客户 ID'
+      loading.value = false
+      return
+    }
+    loading.value = true
+    error.value = ''
+    try {
+      const permissions = await fetchGetMenuCodes()
+      const codes = permissions?.menuCodes || []
+      allowed.value =
+        !!permissions?.all || !!permissions?.isSuperAdmin || codes.includes('pl:quota-cert:list')
+      authReady.value = true
+      if (!allowed.value) {
+        loading.value = false
+        return
+      }
+      detail.value = await quotaStatisticsApi.customer(id)
+    } catch (e: any) {
+      detail.value = null
+      error.value = e?.message || '加载失败'
+    } finally {
+      loading.value = false
+    }
+  }
+
+  function retry() {
+    void load()
+  }
+
+  watch(customerId, () => void load(), { immediate: true })
+</script>

web-admin/src/views/m/pl/plan-cert/face-model.ts

@@ -44,7 +44,16 @@ export function certFaceGroups(
           : display(cert, field[0]),
       wide: longFaceKeys.has(field[0]) || field[0] === 'vehicleNumbersJson'
     }))
-    if (index === 0) fields.unshift({ label: '状态', value: display(cert, 'status') })
+    if (index === 0) {
+      fields.unshift(
+        { label: '状态', value: display(cert, 'status') },
+        {
+          label: '系统客户',
+          value: String(cert.customerName || '').trim() || '—',
+          wide: true
+        }
+      )
+    }
     return { title: group.title, fields }
   })
   groups[groups.length - 1].fields.push({

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

@@ -183,7 +183,7 @@
   const committed = ref('')
   const CERT_TABS = [
     { name: 'archive', title: '证件建档', perm: 'mini:pl:quota-cert:list' },
-    { name: 'contract', title: '合同用证', perm: 'mini:pl:contract-quota:list' },
+    { name: 'contract', title: '客户用证', perm: 'mini:pl:contract-quota:list' },
     { name: 'usage', title: '证件用量', perm: 'mini:pl:certificate-usage:list' },
     { name: 'plan', title: '计划段次用证', perm: 'mini:pl:plan-cert:segment' },
     { name: 'ready', title: '证书齐备', perm: 'mini:pl:cert-ready:list' }

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/m/pl/plan/detail.vue

@@ -248,7 +248,37 @@
           </section>
 
           <section id="plan-sec-cert" class="mp-wv-section mp-h5-anchor">
-            <h3>危化品证书信息</h3>
+            <h3>关联购买证 / 运输证</h3>
+            <p v-if="plan.quotaCertPendingFulfill" class="plan-empty-hint">
+              证书齐备（待完善）：请到「证书齐备 → 已标记待完善证书」挂证并完善并关闭
+            </p>
+            <div v-else-if="linkedCertRows.length" class="plan-linked-certs">
+              <div v-for="item in linkedCertRows" :key="item.key" class="plan-linked-cert-block">
+                <div class="plan-linked-cert-block__meta">
+                  <span
+                    class="status-tag"
+                    :class="
+                      item.kind === 'purchase' ? 'status-tag--success' : 'status-tag--warning'
+                    "
+                    >{{ item.kind === 'purchase' ? '购买证' : '运输证' }}</span
+                  >
+                  <span class="plan-linked-cert-block__no">{{ item.certNo || item.certId }}</span>
+                  <span class="plan-vehicle-card__meta"
+                    >预占 {{ item.reservedQty }} / 已用 {{ item.usedQty }}</span
+                  >
+                </div>
+                <div class="plan-linked-cert-block__slot">
+                  <div class="plan-subcard__label">证件附件</div>
+                  <AttachmentUploadField
+                    v-if="item.attachmentUrls"
+                    :model-value="item.attachmentUrls"
+                    disabled
+                  />
+                  <p v-else class="plan-linked-cert-block__missing">未上传</p>
+                </div>
+              </div>
+            </div>
+            <p v-else class="plan-empty-hint">暂无关联证件</p>
             <div class="plan-cert-actions">
               <van-button block plain type="primary" @click="quotaOpen = true">查看用证</van-button>
               <van-button
@@ -536,10 +566,40 @@
   const errorText = ref('')
   const plan = ref<Plan | null>(null)
   const quotaOpen = ref(false)
+  const linkedCertRows = ref<
+    Array<{
+      key: string
+      kind: string
+      certId: string
+      certNo?: string
+      reservedQty: string | number
+      usedQty: string | number
+      attachmentUrls: string
+    }>
+  >([])
   const needsLegalUseDocument = computed(() =>
     (plan.value?.products || []).some((row) => resolveProductHazardFlags(row).isExplosive)
   )
   const quotaTitle = computed(() => `计划用证 · ${plan.value?.planNo || ''}`)
+
+  async function loadLinkedCerts(planId: string) {
+    linkedCertRows.value = []
+    try {
+      const { planQuotaApi } = await import('@/api/pl/quota-cert')
+      const data = await planQuotaApi.get(planId)
+      linkedCertRows.value = (data?.usages || []).map((u: any, index: number) => ({
+        key: `${u.certType || u.cert_type}-${u.certId || u.cert_id}-${index}`,
+        kind: String(u.certType || u.cert_type || ''),
+        certId: String(u.certId || u.cert_id || ''),
+        certNo: u.certNo || u.cert_no || u.certNoSnapshot || u.cert_no_snapshot,
+        reservedQty: u.reservedQty ?? u.reserved_qty ?? '—',
+        usedQty: u.usedQty ?? u.used_qty ?? '—',
+        attachmentUrls: String(u.attachmentUrls || u.attachment_urls || '').trim()
+      }))
+    } catch {
+      linkedCertRows.value = []
+    }
+  }
   const deliveryIndex = ref(0)
   const moreOpen = ref(false)
   const voidOpen = ref(false)
@@ -568,7 +628,7 @@
     { key: 'base', label: '基础信息', anchor: 'plan-sec-base' },
     { key: 'transport', label: '运输信息', anchor: 'plan-sec-transport' },
     { key: 'load', label: '装送货', anchor: 'plan-sec-load' },
-    { key: 'cert', label: '危化品证', anchor: 'plan-sec-cert' },
+    { key: 'cert', label: '关联证件', anchor: 'plan-sec-cert' },
     { key: 'freight', label: '运费', anchor: 'plan-sec-freight' },
     { key: 'remark', label: '备注', anchor: 'plan-sec-remark' }
   ]
@@ -751,6 +811,7 @@
     loadVersion++
     actionVersion++
     plan.value = null
+    linkedCertRows.value = []
     readDetail.value = null
     partialErrors.value = []
     errorText.value = ''
@@ -807,9 +868,12 @@
       readDetail.value = detail
       partialErrors.value = [...detail.errors, ...(arrangeFailed ? ['安排信息'] : [])]
       plan.value = data
+      await loadLinkedCerts(id)
+      if (!current()) return
     } catch {
       if (!current()) return
       plan.value = null
+      linkedCertRows.value = []
       resetArrangeActions()
       errorText.value = '计划详情加载失败或记录不存在，请重试'
     } finally {
@@ -1516,6 +1580,57 @@
     display: flex;
     flex-direction: column;
     gap: 10px;
+    margin-top: 12px;
+  }
+
+  .plan-linked-certs {
+    display: flex;
+    flex-direction: column;
+    gap: 12px;
+  }
+
+  .plan-linked-cert-block {
+    display: flex;
+    flex-direction: column;
+    gap: 10px;
+    padding: 12px;
+    border: 1px solid #d9e8e2;
+    border-radius: 10px;
+    background: #fff;
+  }
+
+  .plan-linked-cert-block__meta {
+    display: flex;
+    flex-wrap: wrap;
+    align-items: center;
+    gap: 8px 10px;
+  }
+
+  .plan-linked-cert-block__no {
+    font-size: 14px;
+    font-weight: 600;
+    color: #1e293b;
+    word-break: break-all;
+  }
+
+  .plan-linked-cert-block__slot {
+    display: flex;
+    flex-direction: column;
+    gap: 8px;
+  }
+
+  .plan-linked-cert-block__missing {
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    width: 140px;
+    height: 96px;
+    margin: 0;
+    border: 1px dashed #d9e8e2;
+    border-radius: 8px;
+    background: #f8fafc;
+    color: #64748b;
+    font-size: 12px;
   }
 
   .mp-plan-quota-sheet {

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

@@ -50,6 +50,14 @@
             class="list-table"
             @selection-change="onSelectionChange"
           >
+            <el-table-column
+              v-if="listMode === 'fulfill'"
+              type="selection"
+              width="48"
+              align="center"
+              header-align="center"
+              :reserve-selection="false"
+            />
             <el-table-column
               v-for="column in columns"
               :key="column.prop"
@@ -93,12 +101,6 @@
                 <span v-else>{{ row[column.prop] || '—' }}</span>
               </template>
             </el-table-column>
-            <el-table-column
-              v-if="listMode === 'fulfill'"
-              type="selection"
-              width="48"
-              :reserve-selection="false"
-            />
             <el-table-column label="操作" min-width="260" fixed="right">
               <template #default="{ row }">
                 <template v-if="listMode === 'fulfill'">

web-admin/src/views/pl/contract-quota/ContractQuotaPanel.vue

@@ -1,8 +1,8 @@
-<template><StatisticsPanel mode="contract" v-bind="props" /></template>
+<template><CustomerQuotaPanel v-bind="props" /></template>
 <script setup lang="ts">
-  import StatisticsPanel from '../quota-statistics/StatisticsPanel.vue'
+  import CustomerQuotaPanel from './CustomerQuotaPanel.vue'
   const props = withDefaults(
-    defineProps<{ contractId?: string; embedded?: boolean; active?: boolean }>(),
+    defineProps<{ customerId?: string; embedded?: boolean; active?: boolean }>(),
     { active: true }
   )
 </script>

web-admin/src/views/pl/contract-quota/CustomerCertQuotaPanel.vue

@@ -0,0 +1,297 @@
+<template>
+  <div class="dialog-list-panel customer-cert-quota-panel">
+    <div class="list-toolbar">
+      <div class="list-toolbar-row contract-quota-toolbar">
+        <span class="contract-quota-toolbar__tip"
+          >展示该客户全部购买证、运输证（证件关联客户，不再按合同绑定）。额度按单张证件核算，多个合同共用共享余额。</span
+        >
+        <el-button :loading="loading" @click="load"
+          ><el-icon><Refresh /></el-icon>刷新</el-button
+        >
+      </div>
+    </div>
+    <el-alert v-if="error" :title="error" type="error" :closable="false" class="mb-3"
+      ><el-button @click="load"><el-icon><Refresh /></el-icon>重试</el-button></el-alert
+    >
+    <div v-loading="loading">
+      <el-empty
+        v-if="!customerId"
+        description="合同未关联客户，无法展示证件"
+      />
+      <el-empty
+        v-else-if="!loading && !error && !rows.length"
+        description="该客户暂无购买证或运输证"
+      />
+      <ListTable
+        v-else-if="rows.length"
+        table-key="crm-customer-cert-quota"
+        :data="rows"
+        class="list-table"
+        stripe
+        empty-text="该客户暂无购买证或运输证"
+      >
+        <el-table-column type="index" label="序号" width="68" align="center" header-align="center" />
+        <el-table-column label="证种" min-width="100" align="center" header-align="center">
+          <template #default="{ row }">
+            <el-tag size="small" :type="certKindTagType(row.certType)">{{
+              certKindLabel(row.certType)
+            }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="证号" min-width="160" align="center" header-align="center">
+          <template #default="{ row }">
+            <el-link type="primary" @click="openDetail(row)">{{ row.certNo || '—' }}</el-link>
+          </template>
+        </el-table-column>
+        <el-table-column
+          prop="productNameOnCert"
+          label="证面品名"
+          min-width="140"
+          :show-overflow-tooltip="true"
+        />
+        <el-table-column label="有效次数" min-width="120" align="center" header-align="center">
+          <template #default="{ row }">
+            <span>{{ row.validUseText || '—' }}</span>
+            <el-tag
+              v-if="row.singleUseConsumed"
+              class="ml-1"
+              type="danger"
+              size="small"
+              >已使用不可再用</el-tag
+            >
+          </template>
+        </el-table-column>
+        <el-table-column label="核定" min-width="110" align="right" header-align="center">
+          <template #default="{ row }">{{ qtyText(row.totalQty, row.quantityUnit) }}</template>
+        </el-table-column>
+        <el-table-column label="预占" min-width="110" align="right" header-align="center">
+          <template #default="{ row }">{{ qtyText(row.reservedQty, row.quantityUnit) }}</template>
+        </el-table-column>
+        <el-table-column label="已用" min-width="110" align="right" header-align="center">
+          <template #default="{ row }">{{ qtyText(row.usedQty, row.quantityUnit) }}</template>
+        </el-table-column>
+        <el-table-column label="余量" min-width="110" align="right" header-align="center">
+          <template #default="{ row }">{{ qtyText(row.availableQty, row.quantityUnit) }}</template>
+        </el-table-column>
+        <el-table-column label="有效期" min-width="200" align="center" header-align="center">
+          <template #default="{ row }"
+            >{{ row.validFrom || '—' }} 至 {{ row.validTo || '—' }}</template
+          >
+        </el-table-column>
+        <el-table-column label="状态" min-width="110" align="center" header-align="center">
+          <template #default="{ row }">
+            <el-tag size="small" :type="statusTagType(row.status)">{{
+              certStatusLabel(row.status)
+            }}</el-tag>
+          </template>
+        </el-table-column>
+      </ListTable>
+    </div>
+
+    <el-dialog
+      v-model="detailVisible"
+      class="dialog-form-layout"
+      title="证件详情"
+      width="720px"
+      align-center
+      destroy-on-close
+    >
+      <div v-loading="detailLoading" class="customer-cert-detail">
+        <template v-if="detail">
+          <div class="customer-cert-detail__tags">
+            <el-tag size="small" :type="certKindTagType(detail.certType)">{{
+              certKindLabel(detail.certType)
+            }}</el-tag>
+            <el-tag size="small" :type="statusTagType(detail.status)">{{
+              certStatusLabel(detail.status)
+            }}</el-tag>
+            <el-tag v-if="detail.singleUseConsumed" size="small" type="danger"
+              >已使用不可再用</el-tag
+            >
+          </div>
+          <dl class="customer-cert-detail__kv">
+            <div v-for="item in detailFields" :key="item.label">
+              <dt>{{ item.label }}</dt>
+              <dd>{{ item.value }}</dd>
+            </div>
+          </dl>
+        </template>
+      </div>
+    </el-dialog>
+  </div>
+</template>
+
+<script setup lang="ts">
+  import { Refresh } from '@element-plus/icons-vue'
+  import { useDictStore } from '@/store/modules/dict'
+  import { getProductUnitLabel } from '@/utils/crm-product-display'
+  import { quotaCertApi, type CertType, type QuotaCert } from '@/api/pl/quota-cert'
+  import { certKindLabel, certKindTagType } from '@/views/pl/quota-cert/cert-list-face'
+  import { formatCertQty } from '@/views/pl/quota-cert/model'
+
+  type CustomerCertRow = QuotaCert & { certType: CertType }
+
+  const props = withDefaults(
+    defineProps<{ customerId?: string | number | null; active?: boolean }>(),
+    { active: true }
+  )
+
+  const dictStore = useDictStore()
+  const loading = ref(false)
+  const error = ref('')
+  const rows = ref<CustomerCertRow[]>([])
+  const detailVisible = ref(false)
+  const detailLoading = ref(false)
+  const detail = ref<CustomerCertRow | null>(null)
+  let loadEpoch = 0
+
+  const detailFields = computed(() => {
+    const row = detail.value
+    if (!row) return []
+    return [
+      { label: '证号', value: row.certNo || '—' },
+      { label: '证面品名', value: row.productNameOnCert || '—' },
+      { label: '有效次数', value: row.validUseText || '—' },
+      { label: '核定', value: qtyText(row.totalQty, row.quantityUnit) },
+      { label: '预占', value: qtyText(row.reservedQty, row.quantityUnit) },
+      { label: '已用', value: qtyText(row.usedQty, row.quantityUnit) },
+      { label: '余量', value: qtyText(row.availableQty, row.quantityUnit) },
+      { label: '有效期起', value: row.validFrom || '—' },
+      { label: '有效期止', value: row.validTo || '—' },
+      { label: '状态', value: certStatusLabel(row.status) }
+    ]
+  })
+
+  function unitLabel(unit?: string | null) {
+    const label = getProductUnitLabel(dictStore.getLabel, unit)
+    return !label || label === '—' ? '' : label
+  }
+
+  function qtyText(value: unknown, unit?: string | null) {
+    const text = formatCertQty(value)
+    const name = unitLabel(unit)
+    return name ? `${text} ${name}` : text
+  }
+
+  function certStatusLabel(status?: string | null) {
+    return (
+      {
+        draft: '待核对',
+        active: '证件已启用',
+        suspended: '证件已停用',
+        closed: '证件已核销',
+        void: '证件已作废'
+      }[status || ''] ||
+      status ||
+      '—'
+    )
+  }
+
+  function statusTagType(status?: string | null) {
+    if (status === 'active') return 'success'
+    if (status === 'suspended') return 'warning'
+    if (status === 'closed' || status === 'void') return 'danger'
+    return 'info'
+  }
+
+  async function load() {
+    const customerId = props.customerId == null ? '' : String(props.customerId).trim()
+    const epoch = ++loadEpoch
+    if (!customerId) {
+      rows.value = []
+      error.value = ''
+      loading.value = false
+      return
+    }
+    loading.value = true
+    error.value = ''
+    try {
+      const [purchase, transport] = await Promise.all([
+        quotaCertApi.list('purchase', { customerId }),
+        quotaCertApi.list('transport', { customerId })
+      ])
+      if (epoch !== loadEpoch) return
+      rows.value = [
+        ...(purchase || []).map((item) => ({ ...item, certType: 'purchase' as const })),
+        ...(transport || []).map((item) => ({ ...item, certType: 'transport' as const }))
+      ].sort((a, b) => String(b.createTime || '').localeCompare(String(a.createTime || '')))
+    } catch (e: any) {
+      if (epoch !== loadEpoch) return
+      rows.value = []
+      error.value = e?.message || '加载客户证件失败'
+    } finally {
+      if (epoch === loadEpoch) loading.value = false
+    }
+  }
+
+  async function openDetail(row: CustomerCertRow) {
+    detailVisible.value = true
+    detailLoading.value = true
+    detail.value = null
+    try {
+      const data = await quotaCertApi.get(row.certType, row.id)
+      detail.value = { ...data, certType: row.certType }
+    } catch (e: any) {
+      detailVisible.value = false
+      ElMessage.error(e?.message || '加载证件详情失败')
+    } finally {
+      detailLoading.value = false
+    }
+  }
+
+  watch(
+    () => [props.customerId, props.active],
+    ([, active]) => {
+      if (active) void load()
+    },
+    { immediate: true }
+  )
+</script>
+
+<style scoped lang="scss">
+  .contract-quota-toolbar {
+    width: 100%;
+    justify-content: space-between;
+    gap: 12px;
+  }
+
+  .contract-quota-toolbar__tip {
+    color: var(--mint-text-muted, #64748b);
+    font-size: 12px;
+    line-height: 1.5;
+  }
+
+  .customer-cert-detail__tags {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 8px;
+    margin-bottom: 16px;
+  }
+
+  .customer-cert-detail__kv {
+    display: grid;
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+    gap: 12px 16px;
+    margin: 0;
+
+    div {
+      display: grid;
+      gap: 4px;
+    }
+
+    dt {
+      font-size: 12px;
+      color: var(--mint-text-muted, #64748b);
+    }
+
+    dd {
+      margin: 0;
+      font-size: 14px;
+      color: var(--mint-text, #0f172a);
+    }
+  }
+
+  .ml-1 {
+    margin-left: 4px;
+  }
+</style>

web-admin/src/views/pl/contract-quota/CustomerQuotaPanel.vue

@@ -0,0 +1,296 @@
+<template>
+  <section :class="embedded ? 'dialog-list-panel' : 'panel'">
+    <div v-if="!embedded" class="panel-top"><h2 class="title-bar-heading">客户用证</h2></div>
+    <div v-if="!customerId" class="list-toolbar">
+      <div class="list-toolbar-row cert-list-toolbar-row">
+        <ListQuickSearchInput
+          v-model="keyword"
+          placeholder="客户编号 / 名称"
+          @search="search"
+          @clear="search"
+        />
+        <el-button v-if="keyword || hasActiveFilters" @click="reset"
+          ><el-icon><RefreshLeft /></el-icon>清除筛选</el-button
+        >
+        <ListToolbarEndActions
+          :loading="loading"
+          :column-defs="columns"
+          v-model:visible-columns="visibleColumns"
+          v-model:check-all="checkAll"
+          :is-indeterminate="isIndeterminate"
+          @refresh="load"
+          @reset-columns="resetToDefault"
+        />
+      </div>
+    </div>
+    <div v-if="customerId" class="list-toolbar">
+      <div class="list-toolbar-row contract-quota-toolbar">
+        <span class="contract-quota-toolbar__tip"
+          >展示该客户全部购买证、运输证；额度按单张证件核算，多个合同共用共享余额。</span
+        >
+      </div>
+    </div>
+    <el-alert v-if="error" :title="error" type="error" :closable="false"
+      ><el-button @click="allowed ? load() : init()"
+        ><el-icon><Refresh /></el-icon>重试</el-button
+      ></el-alert
+    >
+    <div v-if="customerId" v-loading="loading">
+      <CustomerCertQuotaPanel
+        v-if="fixedCustomerId"
+        :customer-id="fixedCustomerId"
+        :active="active && !loading"
+      />
+      <el-empty
+        v-else-if="!loading && !error"
+        :description="allowed ? '客户不存在或无权查看' : '无证件查看权限'"
+      />
+    </div>
+    <div v-else class="list-body list-wrap">
+      <div ref="tableWrapRef" class="table-scroll">
+        <ListTable
+          ref="tableRef"
+          table-key="pl-customer-quota-statistics"
+          :height="tableHeight"
+          :data="rows"
+          row-key="id"
+          stripe
+          class="list-table"
+          v-loading="loading"
+          @expand-change="expand"
+        >
+          <el-table-column type="expand">
+            <template #default="{ row }">
+              <div
+                v-loading="details[row.id]?.loading"
+                class="view-section statistics-expansion"
+                :style="expansionStyle"
+              >
+                <el-alert
+                  v-if="details[row.id]?.error"
+                  title="详情加载失败"
+                  type="error"
+                  :closable="false"
+                  ><el-button @click="loadDetail(row)"
+                    ><el-icon><Refresh /></el-icon>重试</el-button
+                  ></el-alert
+                >
+                <CustomerCertQuotaPanel
+                  v-else-if="details[row.id]?.ready"
+                  :customer-id="row.id"
+                  :active="true"
+                />
+              </div>
+            </template>
+          </el-table-column>
+          <el-table-column
+            v-for="column in visibleDefs"
+            :key="column.prop"
+            :prop="column.prop"
+            :label="column.label"
+            :min-width="column.type === 'text' ? 170 : 130"
+          >
+            <template #header>
+              <div class="col-header-with-filter">
+                <span class="col-header-with-filter__label">{{ column.label }}</span>
+                <ColumnHeaderFilter
+                  :prop="column.prop"
+                  :label="column.label"
+                  :type="column.type"
+                  :enable-sort="false"
+                  :options="column.enumOptions || []"
+                  :model-value="filters[column.prop] || null"
+                  :is-active="isFilterActive(column.prop)"
+                  @update:model-value="(v) => setFilterState(column.prop, v)"
+                />
+              </div>
+            </template>
+            <template #default="{ row }">
+              <span>{{ row[column.prop] ?? '—' }}</span>
+            </template>
+          </el-table-column>
+        </ListTable>
+      </div>
+      <div ref="pagerRef" class="pagination list-pager-bar">
+        <el-pagination
+          v-model:current-page="page"
+          :page-size="20"
+          :total="total"
+          layout="total, prev, pager, next"
+          @current-change="load"
+        />
+      </div>
+    </div>
+  </section>
+</template>
+
+<script setup lang="ts">
+  import { Refresh, RefreshLeft } from '@element-plus/icons-vue'
+  import { fetchGetMenuCodes } from '@/api/auth'
+  import { useUserStore } from '@/store/modules/user'
+  import { quotaStatisticsApi } from '@/api/pl/quota-cert'
+  import { usePersistedListColumns } from '@/composables/usePersistedListColumns'
+  import { useServerColumnFilters } from '@/composables/useServerColumnFilters'
+  import { useListTableViewportHeight } from '@/composables/useListTableViewportHeight'
+  import type { ColumnFilterDef } from '@/composables/useClientColumnFilters'
+  import ListQuickSearchInput from '@/components/business/list-quick-search-input/index.vue'
+  import ListToolbarEndActions from '@/components/business/list-toolbar-end-actions/index.vue'
+  import ColumnHeaderFilter from '@/components/business/column-header-filter/index.vue'
+  import CustomerCertQuotaPanel from './CustomerCertQuotaPanel.vue'
+
+  const props = withDefaults(
+    defineProps<{ customerId?: string; embedded?: boolean; active?: boolean }>(),
+    { active: true }
+  )
+
+  const user = useUserStore()
+  const allowed = ref(false)
+  const loading = ref(false)
+  const error = ref('')
+  const keyword = ref('')
+  const page = ref(1)
+  const total = ref(0)
+  const rows = ref<Record<string, any>[]>([])
+  const fixedCustomerId = ref('')
+  const details = reactive<Record<string, { loading: boolean; error?: boolean; ready?: boolean }>>(
+    {}
+  )
+  let epoch = 0
+
+  const text = (prop: string, label: string): ColumnFilterDef => ({
+    prop,
+    label,
+    type: 'text',
+    queryKey: prop
+  })
+  const number = (prop: string, label: string): ColumnFilterDef => ({
+    prop,
+    label,
+    type: 'number',
+    queryKey: prop
+  })
+  const columns: ColumnFilterDef[] = [
+    text('customerNo', '客户编号'),
+    text('customerName', '客户名称'),
+    number('certCount', '关联证件数')
+  ]
+  const {
+    filters,
+    hasActiveFilters,
+    isFilterActive,
+    setFilterState,
+    clearAllFilters,
+    toQueryParams,
+    watchVisibleColumns
+  } = useServerColumnFilters(columns, { onChange: search })
+  const { visibleColumns, checkAll, isIndeterminate, visibleDefs, resetToDefault } =
+    usePersistedListColumns('pl-customer-quota-columns-v1', columns)
+  watchVisibleColumns(visibleColumns)
+  const tableWrapRef = ref<HTMLElement>()
+  const pagerRef = ref<HTMLElement>()
+  const tableRef = ref()
+  const { tableHeight, expansionStyle } = useListTableViewportHeight({
+    wrapRef: tableWrapRef,
+    pagerRef,
+    tableRef
+  })
+
+  async function init() {
+    try {
+      const p = await fetchGetMenuCodes()
+      allowed.value =
+        !!p?.all || !!p?.isSuperAdmin || (p?.menuCodes || []).includes('pl:quota-cert:list')
+      if (allowed.value) await load()
+      else error.value = '无证件查看权限'
+    } catch {
+      error.value = '权限加载失败'
+    }
+  }
+
+  function search() {
+    page.value = 1
+    void load()
+  }
+
+  function reset() {
+    keyword.value = ''
+    clearAllFilters()
+    search()
+  }
+
+  async function load() {
+    if (!props.active) return
+    const current = ++epoch
+    loading.value = true
+    error.value = ''
+    try {
+      if (props.customerId) {
+        const data = await quotaStatisticsApi.customer(String(props.customerId))
+        if (current !== epoch) return
+        fixedCustomerId.value = data?.id || String(props.customerId)
+        rows.value = []
+        total.value = 0
+      } else {
+        fixedCustomerId.value = ''
+        const data = await quotaStatisticsApi.customers({
+          page: page.value,
+          pageSize: 20,
+          keyword: keyword.value || undefined,
+          ...toQueryParams()
+        })
+        if (current !== epoch) return
+        rows.value = data?.list || []
+        total.value = data?.total || 0
+      }
+    } catch (e: any) {
+      if (current !== epoch) return
+      error.value = e?.message || '加载失败'
+      rows.value = []
+      total.value = 0
+      fixedCustomerId.value = ''
+    } finally {
+      if (current === epoch) loading.value = false
+    }
+  }
+
+  function expand(row: { id: string }, expanded: unknown[]) {
+    const open = Array.isArray(expanded)
+      ? expanded.some((item: any) => item?.id === row.id)
+      : Boolean(expanded)
+    if (open) void loadDetail(row)
+  }
+
+  async function loadDetail(row: { id: string }) {
+    details[row.id] = { loading: true, error: false, ready: false }
+    try {
+      await quotaStatisticsApi.customer(row.id)
+      details[row.id] = { loading: false, ready: true }
+    } catch {
+      details[row.id] = { loading: false, error: true }
+    }
+  }
+
+  watch(
+    () => [props.customerId, props.active, JSON.stringify([user.accessToken, user.getUserInfo])],
+    () => {
+      if (props.active) void init()
+    },
+    { immediate: true }
+  )
+</script>
+
+<style scoped lang="scss">
+  .contract-quota-toolbar {
+    width: 100%;
+  }
+
+  .contract-quota-toolbar__tip {
+    color: var(--mint-text-muted, #64748b);
+    font-size: 12px;
+    line-height: 1.5;
+  }
+
+  .statistics-expansion {
+    padding: 8px 12px 16px;
+  }
+</style>

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>
@@ -666,7 +642,7 @@
     type ContractOption,
     type ScopeProduct
   } from '@/api/pl/quota-cert'
-  import { fetchCustomerOptions } from '@/api/crm/customer'
+  import { fetchCustomerDetail, fetchCustomerOptions } from '@/api/crm/customer'
   import AttachmentUploadField from '@/components/business/attachment-upload-field/index.vue'
   import CertContractBinder from './CertContractBinder.vue'
   import {
@@ -761,28 +737,32 @@
 
   async function ensureCustomerOption(id?: string | null, nameHint = '') {
     if (!id) return
-    if (customerOptions.value.some((c) => c.id === id)) return
-    if (nameHint) {
-      customerOptions.value = [{ id, customerName: nameHint }, ...customerOptions.value]
-      return
-    }
+    let name = ''
     try {
-      const result = await fetchCustomerOptions({ keyword: '', limit: 200 })
-      const list = Array.isArray(result)
-        ? result
-        : (result as any)?.list || (result as any)?.data || []
-      const hit = (list || []).find((row: any) => String(row.id) === id)
-      if (hit) {
-        customerOptions.value = [
-          { id, customerName: String(hit.customerName || hit.name || id) },
-          ...customerOptions.value
-        ]
-      } else {
-        customerOptions.value = [{ id, customerName: id }, ...customerOptions.value]
-      }
+      const detail = (await fetchCustomerDetail({ id })) as Record<string, any>
+      const data = detail?.data || detail
+      name = String(data?.customerName || data?.name || '').trim()
     } catch {
-      customerOptions.value = [{ id, customerName: id }, ...customerOptions.value]
+      name = ''
     }
+    if (!name) {
+      try {
+        const result = await fetchCustomerOptions({ keyword: nameHint || '', limit: 200 })
+        const list = Array.isArray(result)
+          ? result
+          : (result as any)?.list || (result as any)?.data || []
+        const hit = (list || []).find((row: any) => String(row.id) === id)
+        name = String(hit?.customerName || hit?.name || '').trim()
+      } catch {
+        name = ''
+      }
+    }
+    // 系统客户名称以 CRM 为准；nameHint 仅作 CRM 不可用时的兜底（应为接口返回的 customerName）。
+    const label = name || String(nameHint || '').trim() || id
+    customerOptions.value = [
+      { id, customerName: label },
+      ...customerOptions.value.filter((c) => c.id !== id)
+    ]
   }
 
   async function loadCategories() {
@@ -808,23 +788,27 @@
   }
 
   /** 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')
@@ -1044,8 +1028,17 @@
       value: statusLabels[detail.value.status],
       tagType: tagType(detail.value.status)
     }
+    const systemCustomerField: ViewField = {
+      label: '系统客户',
+      value: String(detail.value.customerName || '').trim() || '—',
+      span: 'full'
+    }
     const groups = certFormGroups(kind.value).map((group, index) =>
-      detailGroup(group.title, group.fields, index === 0 ? [statusField] : [])
+      detailGroup(
+        group.title,
+        group.fields,
+        index === 0 ? [statusField, systemCustomerField] : []
+      )
     )
     groups[groups.length - 1].fields.push({
       label: '系统备注',
@@ -1059,7 +1052,7 @@
         { 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' })
@@ -1420,7 +1413,7 @@
       applyCertForm(targetKind, cert)
       await ensureCustomerOption(
         form.value.customerId,
-        formKind.value === 'purchase' ? form.value.buyerName : form.value.consigneeName
+        String((cert as QuotaCert).customerName || '').trim()
       )
       if (targetKind === 'transport') purchases.value = purchaseOptions()
     } catch (error) {
@@ -1626,14 +1619,17 @@
       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 +1742,7 @@
   }
   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 +1794,10 @@
     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