🔀 合并主干 master 到 dev

- 状态命名统一用 dev 的 pending_return_confirm：master 侧 pending_return 常量、字面量与文案分支一并改名，避免两套状态并存
- 汇票可选按 master 放开：去掉部门/收付款方限制，删除随之失效的 selectableBill 判定
- 结算导入模板按 master 重写：不预置费用项列、不再有结算金额列，导出签名收为两参
- 合入 master 的待确认回单批量完成、变更记录审批过滤、小程序数据权限（MpUserDataScope）与评分量化/客商档案改动
- 受影响的测试构造器补上 MpUserDataScopeSupport 依赖

blade-service-api/blade-system-api/src/main/java/org/springblade/system/pojo/entity/Dept.java

@@ -207,6 +207,12 @@ public class Dept extends TenantEntity {
 	@Schema(description = "是否平台公司：0否，1是")
 	private Integer isPlatformCompany;
 
+	/**
+	 * 是否业务部门：0否，1是
+	 */
+	@Schema(description = "是否业务部门：0否，1是")
+	private Integer isBusinessDept;
+
 	/**
 	 * OA主键，仅同步记录，不对外展示
 	 */

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/dto/FormalSettlementSaveRequest.java

@@ -26,6 +26,10 @@ public class FormalSettlementSaveRequest implements Serializable {
 	private List<Long> sourcePreSettlementIds;
 	private List<Long> sourceDetailIds;
 	private List<DetailAdjustment> detailAdjustments;
+	/** 业务模式（业务字典 business_model） */
+	private String businessModel;
+	/** 运输方式（业务字典 transport_type） */
+	private String transportType;
 	private LocalDate exchangeRateDate;
 	private BigDecimal exchangeRate;
 	private String attachmentsJson;

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/dto/PreSettlementSaveRequest.java

@@ -55,6 +55,12 @@ public class PreSettlementSaveRequest implements Serializable {
 	@Schema(description = "结算类型：receivable/payable")
 	private String settlementType;
 
+	@Schema(description = "业务模式（业务字典 business_model）")
+	private String businessModel;
+
+	@Schema(description = "运输方式（业务字典 transport_type）")
+	private String transportType;
+
 	@Schema(description = "汇率日期")
 	private LocalDate exchangeRateDate;
 

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/entity/ContractManage.java

@@ -199,6 +199,10 @@ public class ContractManage extends TenantEntity {
 	@TableField(updateStrategy = FieldStrategy.ALWAYS)
 	private String changeContent;
 
+	@TableField(exist = false)
+	@Schema(description = "变更类型")
+	private String changeType;
+
 	@Schema(description = "变更原因")
 	@TableField(updateStrategy = FieldStrategy.ALWAYS)
 	private String changeReason;

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/entity/CreditScoreQuantification.java

@@ -32,6 +32,7 @@ import lombok.EqualsAndHashCode;
 import org.springblade.core.tenant.mp.TenantEntity;
 
 import java.io.Serial;
+import java.math.BigDecimal;
 
 /**
  * 评分量化表实体类
@@ -62,5 +63,10 @@ public class CreditScoreQuantification extends TenantEntity {
 	 */
 	@Schema(description = "标准说明")
 	private String standardDescription;
+	/**
+	 * 减分项目最高扣分限制：客商评分时所有减分项合计不得超过该值，超出按该上限计分
+	 */
+	@Schema(description = "减分项目最高扣分限制")
+	private BigDecimal maxMinusScore;
 
 }

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/entity/CustomerArchive.java

@@ -115,6 +115,10 @@ public class CustomerArchive extends TenantEntity {
 	@Schema(description = "营业期限类型")
 	private String businessTermType;
 
+	@Schema(description = "营业期限开始日")
+	@TableField(updateStrategy = FieldStrategy.ALWAYS)
+	private LocalDate businessStartDate;
+
 	@Schema(description = "营业期限截止日")
 	@TableField(updateStrategy = FieldStrategy.ALWAYS)
 	private LocalDate businessEndDate;
@@ -123,6 +127,10 @@ public class CustomerArchive extends TenantEntity {
 	@TableField(updateStrategy = FieldStrategy.ALWAYS)
 	private BigDecimal registeredCapital;
 
+	@Schema(description = "实缴资本(万元)")
+	@TableField(updateStrategy = FieldStrategy.ALWAYS)
+	private BigDecimal paidInCapital;
+
 	@Schema(description = "客商负责人")
 	private String principal;
 
@@ -140,6 +148,10 @@ public class CustomerArchive extends TenantEntity {
 	@TableField(updateStrategy = FieldStrategy.ALWAYS)
 	private BigDecimal applyCreditLimit;
 
+	@Schema(description = "已使用额度(万元)，新建可录历史值，后续由收付款业务累加/减更新")
+	@TableField(updateStrategy = FieldStrategy.ALWAYS)
+	private BigDecimal usedCreditLimit;
+
 	@Schema(description = "备注")
 	private String remark;
 

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/entity/FormalSettlement.java

@@ -88,6 +88,14 @@ public class FormalSettlement extends TenantEntity {
 	 * 结算金额（结算币种，含全部合计费用）
 	 */
 	private BigDecimal settlementAmount;
+	/**
+	 * 业务模式（业务字典 business_model）
+	 */
+	private String businessModel;
+	/**
+	 * 运输方式（业务字典 transport_type）
+	 */
+	private String transportType;
 	/**
 	 * 本位币，默认 RMB
 	 */

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/entity/PreSettlement.java

@@ -92,6 +92,12 @@ public class PreSettlement extends TenantEntity {
 	@Schema(description = "结算金额")
 	private BigDecimal settlementAmount;
 
+	@Schema(description = "业务模式（业务字典 business_model）")
+	private String businessModel;
+
+	@Schema(description = "运输方式（业务字典 transport_type）")
+	private String transportType;
+
 	@Schema(description = "本位币")
 	private String localCurrency;
 

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/vo/CustomerCreditScoreVO.java

@@ -29,6 +29,7 @@ import lombok.EqualsAndHashCode;
 import org.springblade.transport.pojo.entity.CustomerCreditScore;
 
 import java.io.Serial;
+import java.math.BigDecimal;
 import java.util.ArrayList;
 import java.util.List;
 
@@ -57,4 +58,11 @@ public class CustomerCreditScoreVO extends CustomerCreditScore {
 	@Schema(description = "评估标准")
 	private List<CreditRatingStandardVO> standards = new ArrayList<>();
 
+	/**
+	 * 来自评分量化表的减分项目最高扣分限制（非落库字段，供前端计分使用）
+	 */
+	@TableField(exist = false)
+	@Schema(description = "减分项目最高扣分限制")
+	private BigDecimal maxMinusScore;
+
 }

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/vo/FormalSettlementVO.java

@@ -43,6 +43,8 @@ public class FormalSettlementVO extends FormalSettlement implements KingdeeUnloc
 	@TableField(exist = false) private String ids;
 	@TableField(exist = false) private String approvalStatusName;
 	@TableField(exist = false) private String settlementTypeName;
+	@TableField(exist = false) @Schema(description = "业务模式名称") private String businessModelName;
+	@TableField(exist = false) @Schema(description = "运输方式名称") private String transportTypeName;
 	@TableField(exist = false) private Integer attachmentCount;
 	@TableField(exist = false) private String attachmentSyncStatus;
 	@TableField(exist = false) private String attachmentSyncStatusName;

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/vo/PreSettlementVO.java

@@ -85,6 +85,14 @@ public class PreSettlementVO extends PreSettlement {
 	@Schema(description = "结算类型名称")
 	private String settlementTypeName;
 
+	@TableField(exist = false)
+	@Schema(description = "业务模式名称")
+	private String businessModelName;
+
+	@TableField(exist = false)
+	@Schema(description = "运输方式名称")
+	private String transportTypeName;
+
 	@TableField(exist = false)
 	@Schema(description = "结算明细")
 	private List<PreSettlementDetail> details;

blade-service-api/blade-transport-api/src/main/java/org/springblade/transport/pojo/vo/TripQueryVO.java

@@ -56,6 +56,9 @@ public class TripQueryVO implements Serializable {
 	@Schema(description = "可见组织 ID 集合：非空时只出这些组织的运单行，空集合表示不按组织过滤")
 	private List<Long> deptIds;
 
+	@Schema(description = "可见项目 ID 集合：非空时只出这些项目的运单行，空集合表示不按项目过滤（小程序调度端优先用此口径）")
+	private List<Long> projectIds;
+
 	@Schema(description = "状态：0待接单/1进行中/2已完成/3已取消，不传为全部（不含已取消）")
 	private Integer status;
 

blade-service-api/blade-user-api/src/main/java/org/springblade/system/feign/IMpUserClient.java

@@ -27,6 +27,7 @@ import org.springblade.core.tool.api.R;
 import org.springblade.system.pojo.dto.MpUserEnsureDTO;
 import org.springblade.system.pojo.entity.MpUser;
 import org.springblade.system.pojo.entity.MpUserInfo;
+import org.springblade.system.pojo.vo.MpUserDataScopeVO;
 import org.springframework.cloud.openfeign.FeignClient;
 import org.springframework.web.bind.annotation.GetMapping;
 import org.springframework.web.bind.annotation.PostMapping;
@@ -56,6 +57,7 @@ public interface IMpUserClient {
 	String BIND_OPENID = API_PREFIX + "/bind-openid";
 	String SET_PASSWORD = API_PREFIX + "/set-password";
 	String ENSURE_USER = API_PREFIX + "/ensure-user";
+	String RESOLVE_DATA_SCOPE = API_PREFIX + "/resolve-data-scope";
 
 	/**
 	 * 按主键查询
@@ -63,6 +65,12 @@ public interface IMpUserClient {
 	@GetMapping(USER_BY_ID)
 	R<MpUser> userById(@RequestParam("userId") Long userId);
 
+	/**
+	 * 解析小程序用户可见组织（所属组织 + 数据权限范围 + 数据层级范围）
+	 */
+	@GetMapping(RESOLVE_DATA_SCOPE)
+	R<MpUserDataScopeVO> resolveDataScope(@RequestParam("userId") Long userId);
+
 	/**
 	 * 按租户 + 手机号查询
 	 */

blade-service-api/blade-user-api/src/main/java/org/springblade/system/pojo/entity/MpUser.java

@@ -25,6 +25,7 @@
  */
 package org.springblade.system.pojo.entity;
 
+import com.baomidou.mybatisplus.annotation.TableField;
 import com.baomidou.mybatisplus.annotation.TableName;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
@@ -35,6 +36,7 @@ import org.springblade.core.tool.sensitive.SensitiveType;
 
 import java.io.Serial;
 import java.util.Date;
+import java.util.List;
 
 /**
  * 小程序用户实体（仅用于小程序登录，与 blade_user 分离）
@@ -113,10 +115,26 @@ public class MpUser extends TenantEntity {
 	@Schema(description = "小程序身份")
 	private String identities;
 	/**
-	 * 部门id
+	 * 部门id（多选，逗号分隔）
 	 */
 	@Schema(description = "部门id")
 	private String deptId;
+	/**
+	 * 数据权限范围：1-仅所属组织，2-全部组织，3-自定义
+	 */
+	@Schema(description = "数据权限范围")
+	private Integer dataScopeRange;
+	/**
+	 * 数据层级范围：1-包含下级，2-仅本级
+	 */
+	@Schema(description = "数据层级范围")
+	private Integer dataLevelRange;
+	/**
+	 * 自定义数据权限组织ID列表（dataScopeRange=3 时生效）
+	 */
+	@TableField(exist = false)
+	@Schema(description = "自定义数据权限组织ID")
+	private List<Long> dataScopeDeptIds;
 	/**
 	 * 岗位id
 	 */

blade-service-api/blade-user-api/src/main/java/org/springblade/system/pojo/entity/MpUserDataScope.java

@@ -0,0 +1,44 @@
+/**
+ * BladeX Commercial License Agreement
+ * Copyright (c) 2018-2099, https://bladex.cn. All rights reserved.
+ * <p>
+ * Use of this software is governed by the Commercial License Agreement
+ * obtained after purchasing a license from BladeX.
+ * <p>
+ * Author: Chill Zhuang (bladejava@qq.com)
+ */
+package org.springblade.system.pojo.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+
+/**
+ * 小程序用户组织数据权限
+ *
+ * @author Chill
+ */
+@Data
+@TableName("blade_mp_user_data_scope")
+@Schema(description = "小程序用户组织数据权限")
+public class MpUserDataScope implements Serializable {
+
+	@Serial
+	private static final long serialVersionUID = 1L;
+
+	@TableId(type = IdType.ASSIGN_ID)
+	@Schema(description = "主键")
+	private Long id;
+
+	@Schema(description = "小程序用户主键")
+	private Long userId;
+
+	@Schema(description = "组织主键")
+	private Long deptId;
+
+}

blade-service-api/blade-user-api/src/main/java/org/springblade/system/pojo/vo/MpUserDataScopeVO.java

@@ -0,0 +1,91 @@
+/**
+ * BladeX Commercial License Agreement
+ * Copyright (c) 2018-2099, https://bladex.cn. All rights reserved.
+ * <p>
+ * Use of this software is governed by the Commercial License Agreement
+ * obtained after purchasing a license from BladeX.
+ * <p>
+ * 1. This software is for development use only under a valid license
+ * from BladeX.
+ * <p>
+ * 2. Redistribution of this software's source code to any third party
+ * without a commercial license is strictly prohibited.
+ * <p>
+ * 3. Licensees may copyright their own code but cannot use segments
+ * from this software for such purposes. Copyright of this software
+ * remains with BladeX.
+ * <p>
+ * Using this software signifies agreement to this License, and the software
+ * must not be used for illegal purposes.
+ * <p>
+ * THIS SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY. The author is
+ * not liable for any claims arising from secondary or illegal development.
+ * <p>
+ * Author: Chill Zhuang (bladejava@qq.com)
+ */
+package org.springblade.system.pojo.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serial;
+import java.io.Serializable;
+import java.util.ArrayList;
+import java.util.List;
+
+/**
+ * 小程序用户数据权限解析结果
+ * <p>
+ * allDept=true 表示全部组织（查询不过滤）；否则按 deptIds 收口，空列表表示无可见组织。
+ *
+ * @author Chill
+ */
+@Data
+@Schema(description = "小程序用户数据权限")
+public class MpUserDataScopeVO implements Serializable {
+
+	@Serial
+	private static final long serialVersionUID = 1L;
+
+	/**
+	 * 是否全部组织（不过滤）
+	 */
+	@Schema(description = "是否全部组织")
+	private boolean allDept;
+
+	/**
+	 * 可见组织 ID；allDept=false 时生效，空表示无权限
+	 */
+	@Schema(description = "可见组织ID")
+	private List<Long> deptIds = new ArrayList<>();
+
+	/**
+	 * 全部组织
+	 */
+	public static MpUserDataScopeVO all() {
+		MpUserDataScopeVO scope = new MpUserDataScopeVO();
+		scope.setAllDept(true);
+		return scope;
+	}
+
+	/**
+	 * 无可见组织
+	 */
+	public static MpUserDataScopeVO empty() {
+		MpUserDataScopeVO scope = new MpUserDataScopeVO();
+		scope.setAllDept(false);
+		scope.setDeptIds(new ArrayList<>());
+		return scope;
+	}
+
+	/**
+	 * 指定可见组织
+	 */
+	public static MpUserDataScopeVO of(List<Long> deptIds) {
+		MpUserDataScopeVO scope = new MpUserDataScopeVO();
+		scope.setAllDept(false);
+		scope.setDeptIds(deptIds == null ? new ArrayList<>() : new ArrayList<>(deptIds));
+		return scope;
+	}
+
+}

blade-service-api/blade-user-api/src/main/java/org/springblade/system/pojo/vo/MpUserVO.java

@@ -42,6 +42,13 @@ public class MpUserVO extends MpUser {
 	@Serial
 	private static final long serialVersionUID = 1L;
 
+	/**
+	 * 所属组织名称（逗号分隔）
+	 */
+	@TableField(exist = false)
+	@Schema(description = "所属组织名称")
+	private String deptName;
+
 	/**
 	 * 身份名称（逗号分隔中文）
 	 */

blade-service/blade-system/src/main/java/org/springblade/system/controller/DeptController.java

@@ -260,6 +260,17 @@ public class DeptController extends BladeController {
 		return R.data(deptService.listPlatformCompany());
 	}
 
+	/**
+	 * 业务部门下拉（是否业务部门=是）
+	 */
+	@PreAuth(AuthConstant.PERMIT_ALL)
+	@GetMapping("/business-dept-select")
+	@ApiOperationSupport(order = 12)
+	@Operation(summary = "业务部门下拉", description = "返回是否业务部门=是的部门列表")
+	public R<List<Dept>> businessDeptSelect() {
+		return R.data(deptService.listBusinessDept());
+	}
+
 	/**
 	 * 获取部门的主管信息
 	 */

blade-service/blade-system/src/main/java/org/springblade/system/controller/MpUserController.java

@@ -71,7 +71,8 @@ public class MpUserController extends BladeController {
 	@ApiOperationSupport(order = 1)
 	@Operation(summary = "详情", description = "传入id")
 	public R<MpUserVO> detail(MpUser mpUser) {
-		MpUser detail = mpUserService.getOne(Condition.getQueryWrapper(mpUser));
+		Long id = mpUser == null ? null : mpUser.getId();
+		MpUser detail = id == null ? null : mpUserService.detail(id);
 		if (detail == null) {
 			return R.fail("小程序用户不存在");
 		}

blade-service/blade-system/src/main/java/org/springblade/system/feign/MpUserClient.java

@@ -29,10 +29,12 @@ import org.springblade.core.tool.api.R;
 import org.springblade.system.pojo.dto.MpUserEnsureDTO;
 import org.springblade.system.pojo.entity.MpUser;
 import org.springblade.system.pojo.entity.MpUserInfo;
+import org.springblade.system.pojo.vo.MpUserDataScopeVO;
 import org.springblade.system.service.IMpUserService;
 import org.springframework.web.bind.annotation.GetMapping;
 import org.springframework.web.bind.annotation.PostMapping;
 import org.springframework.web.bind.annotation.RequestBody;
+import org.springframework.web.bind.annotation.RequestParam;
 import org.springframework.web.bind.annotation.RestController;
 
 /**
@@ -54,6 +56,12 @@ public class MpUserClient implements IMpUserClient {
 		return R.data(mpUserService.getById(userId));
 	}
 
+	@Override
+	@GetMapping(RESOLVE_DATA_SCOPE)
+	public R<MpUserDataScopeVO> resolveDataScope(@RequestParam("userId") Long userId) {
+		return R.data(mpUserService.resolveDataScope(userId));
+	}
+
 	@Override
 	@GetMapping(USER_BY_PHONE)
 	public R<MpUser> userByPhone(String tenantId, String phone) {

blade-service/blade-system/src/main/java/org/springblade/system/mapper/DeptMapper.xml

@@ -20,6 +20,7 @@
         <result column="mnemonic_code" property="mnemonicCode"/>
         <result column="carrier_customer_id" property="carrierCustomerId"/>
         <result column="is_platform_company" property="isPlatformCompany"/>
+        <result column="is_business_dept" property="isBusinessDept"/>
         <result column="sort" property="sort"/>
         <result column="remark" property="remark"/>
         <result column="status" property="status"/>
@@ -43,6 +44,7 @@
         <result column="mnemonic_code" property="mnemonicCode"/>
         <result column="carrier_customer_id" property="carrierCustomerId"/>
         <result column="is_platform_company" property="isPlatformCompany"/>
+        <result column="is_business_dept" property="isBusinessDept"/>
         <result column="sort" property="sort"/>
         <result column="remark" property="remark"/>
         <result column="status" property="status"/>

blade-service/blade-system/src/main/java/org/springblade/system/mapper/MpUserDataScopeMapper.java

@@ -0,0 +1,21 @@
+/**
+ * BladeX Commercial License Agreement
+ * Copyright (c) 2018-2099, https://bladex.cn. All rights reserved.
+ * <p>
+ * Use of this software is governed by the Commercial License Agreement
+ * obtained after purchasing a license from BladeX.
+ * <p>
+ * Author: Chill Zhuang (bladejava@qq.com)
+ */
+package org.springblade.system.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import org.springblade.system.pojo.entity.MpUserDataScope;
+
+/**
+ * 小程序用户组织数据权限 Mapper
+ *
+ * @author Chill
+ */
+public interface MpUserDataScopeMapper extends BaseMapper<MpUserDataScope> {
+}

blade-service/blade-system/src/main/java/org/springblade/system/service/IDeptService.java

@@ -106,6 +106,13 @@ public interface IDeptService extends IService<Dept> {
 	 */
 	List<Dept> listPlatformCompany();
 
+	/**
+	 * 业务部门下拉（是否业务部门=是）
+	 *
+	 * @return 业务部门列表
+	 */
+	List<Dept> listBusinessDept();
+
 	/**
 	 * 根据部门名称精确匹配获取部门ID集合
 	 *

blade-service/blade-system/src/main/java/org/springblade/system/service/IMpUserService.java

@@ -27,6 +27,7 @@ import org.springblade.core.mp.base.BaseService;
 import org.springblade.system.pojo.dto.MpUserEnsureDTO;
 import org.springblade.system.pojo.entity.MpUser;
 import org.springblade.system.pojo.entity.MpUserInfo;
+import org.springblade.system.pojo.vo.MpUserDataScopeVO;
 
 import java.util.List;
 import java.util.Map;
@@ -80,6 +81,18 @@ public interface IMpUserService extends BaseService<MpUser> {
 	 */
 	IPage<MpUser> selectMpUserPage(IPage<MpUser> page, MpUser query);
 
+	/**
+	 * 详情（含自定义数据权限组织）
+	 */
+	MpUser detail(Long id);
+
+	/**
+	 * 解析小程序用户可见组织（所属组织 + 数据权限范围 + 数据层级范围）
+	 * <p>
+	 * allDept=true 表示全部组织；否则 deptIds 为可见组织，空列表表示无权限。
+	 */
+	MpUserDataScopeVO resolveDataScope(Long userId);
+
 	/**
 	 * 保存小程序用户
 	 */

blade-service/blade-system/src/main/java/org/springblade/system/service/impl/DeptServiceImpl.java

@@ -337,6 +337,18 @@ public class DeptServiceImpl extends ServiceImpl<DeptMapper, Dept> implements ID
 		return list(queryWrapper);
 	}
 
+	@Override
+	public List<Dept> listBusinessDept() {
+		LambdaQueryWrapper<Dept> queryWrapper = Wrappers.<Dept>lambdaQuery()
+			.eq(Dept::getIsBusinessDept, 1)
+			.orderByAsc(Dept::getSort)
+			.orderByAsc(Dept::getId);
+		if (!AuthUtil.isAdministrator()) {
+			queryWrapper.eq(Dept::getTenantId, AuthUtil.getTenantId());
+		}
+		return list(queryWrapper);
+	}
+
 	@Override
 	public String getDeptIds(String tenantId, String deptNames) {
 		List<Dept> deptList = baseMapper.selectList(Wrappers.<Dept>query().lambda().eq(Dept::getTenantId, tenantId).in(Dept::getDeptName, Func.toStrList(deptNames)));
@@ -443,6 +455,7 @@ public class DeptServiceImpl extends ServiceImpl<DeptMapper, Dept> implements ID
 			rootDept.setIsDeleted(BladeConstant.DB_NOT_DELETED);
 			rootDept.setIsOa(0);
 			rootDept.setIsPlatformCompany(0);
+			rootDept.setIsBusinessDept(0);
 			rootDept.setSyncTime(new Date());
 			this.save(rootDept);
 			log.info("已创建 OA 同步集团顶级 id={} name={} code={}",
@@ -536,6 +549,7 @@ public class DeptServiceImpl extends ServiceImpl<DeptMapper, Dept> implements ID
 			newRoot.setIsDeleted(BladeConstant.DB_NOT_DELETED);
 			newRoot.setIsOa(0);
 			newRoot.setIsPlatformCompany(0);
+			newRoot.setIsBusinessDept(0);
 			newRoot.setSyncTime(new Date());
 			this.save(newRoot);
 			log.info("迁移创建新集团顶级 id={}（来自历史 id={}）", newRootId, legacyRootId);
@@ -598,6 +612,7 @@ public class DeptServiceImpl extends ServiceImpl<DeptMapper, Dept> implements ID
 		externalDept.setIsDeleted(BladeConstant.DB_NOT_DELETED);
 		externalDept.setIsOa(0);
 		externalDept.setIsPlatformCompany(0);
+		externalDept.setIsBusinessDept(0);
 		externalDept.setSyncTime(new Date());
 		this.save(externalDept);
 		log.info("已创建外部组织顶级 id={}", externalDept.getId());
@@ -678,6 +693,9 @@ public class DeptServiceImpl extends ServiceImpl<DeptMapper, Dept> implements ID
 		if (dept.getIsPlatformCompany() == null) {
 			dept.setIsPlatformCompany(0);
 		}
+		if (dept.getIsBusinessDept() == null) {
+			dept.setIsBusinessDept(0);
+		}
 		// 排序未填时默认 1
 		if (dept.getSort() == null) {
 			dept.setSort(1);
@@ -804,6 +822,7 @@ public class DeptServiceImpl extends ServiceImpl<DeptMapper, Dept> implements ID
 			dept.setIsDeleted(BladeConstant.DB_NOT_DELETED);
 			dept.setIsOa(1);
 			dept.setIsPlatformCompany(0);
+			dept.setIsBusinessDept(0);
 			dept.setSyncTime(new Date());
 			boolean saved = save(dept);
 			if (saved) {
@@ -877,7 +896,9 @@ public class DeptServiceImpl extends ServiceImpl<DeptMapper, Dept> implements ID
 
 	private void validateContractInitialSerial(Dept dept) {
 		Integer serial = dept.getContractInitialSerial();
-		if (serial == null) {
+		// -1 为空占位，未填写时按 null 落库，不自动保留 -1
+		if (serial == null || serial == -1) {
+			dept.setContractInitialSerial(null);
 			return;
 		}
 		if (serial < 1 || serial > 999) {

blade-service/blade-system/src/main/java/org/springblade/system/service/impl/MpUserServiceImpl.java

@@ -38,16 +38,21 @@ import org.springblade.core.tool.utils.Func;
 import org.springblade.core.tool.utils.StringUtil;
 import org.springblade.core.tool.utils.WebUtil;
 import org.springblade.system.cache.MpUserCache;
+import org.springblade.system.cache.SysCache;
+import org.springblade.system.mapper.MpUserDataScopeMapper;
 import org.springblade.system.mapper.MpUserMapper;
 import org.springblade.system.pojo.dto.MpUserEnsureDTO;
 import org.springblade.system.pojo.entity.MpUser;
+import org.springblade.system.pojo.entity.MpUserDataScope;
 import org.springblade.system.pojo.entity.MpUserInfo;
 import org.springblade.system.pojo.enums.MpUserIdentity;
+import org.springblade.system.pojo.vo.MpUserDataScopeVO;
 import org.springblade.system.service.IMpUserService;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
 
 import java.util.LinkedHashMap;
+import java.util.LinkedHashSet;
 import java.util.List;
 import java.util.Map;
 import java.util.Objects;
@@ -72,6 +77,19 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 	 */
 	private static final String TENANT_HEADER = "Tenant-Id";
 
+	/** 数据权限范围：仅所属组织 */
+	private static final int DATA_SCOPE_OWN = 1;
+	/** 数据权限范围：全部组织 */
+	private static final int DATA_SCOPE_ALL = 2;
+	/** 数据权限范围：自定义 */
+	private static final int DATA_SCOPE_CUSTOM = 3;
+	/** 数据层级范围：包含下级 */
+	private static final int DATA_LEVEL_INCLUDE_CHILDREN = 1;
+	/** 数据层级范围：仅本级 */
+	private static final int DATA_LEVEL_CURRENT_ONLY = 2;
+
+	private final MpUserDataScopeMapper mpUserDataScopeMapper;
+
 	@Override
 	public MpUser getByPhone(String tenantId, String phone) {
 		if (Func.isBlank(tenantId) || Func.isBlank(phone)) {
@@ -213,6 +231,64 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 			.orderByDesc(MpUser::getCreateTime));
 	}
 
+	@Override
+	public MpUser detail(Long id) {
+		if (Func.isEmpty(id)) {
+			return null;
+		}
+		return fillScopes(getById(id));
+	}
+
+	@Override
+	public MpUserDataScopeVO resolveDataScope(Long userId) {
+		if (Func.isEmpty(userId) || userId <= 0) {
+			return MpUserDataScopeVO.empty();
+		}
+		MpUser user = getById(userId);
+		if (user == null || Func.isEmpty(user.getId())) {
+			return MpUserDataScopeVO.empty();
+		}
+		Integer dataScopeRange = user.getDataScopeRange() == null ? DATA_SCOPE_OWN : user.getDataScopeRange();
+		Integer dataLevelRange = user.getDataLevelRange() == null ? DATA_LEVEL_INCLUDE_CHILDREN : user.getDataLevelRange();
+		if (Objects.equals(dataScopeRange, DATA_SCOPE_ALL)) {
+			return MpUserDataScopeVO.all();
+		}
+		List<Long> baseDeptIds;
+		if (Objects.equals(dataScopeRange, DATA_SCOPE_CUSTOM)) {
+			baseDeptIds = mpUserDataScopeMapper.selectList(Wrappers.<MpUserDataScope>lambdaQuery()
+					.eq(MpUserDataScope::getUserId, userId))
+				.stream()
+				.map(MpUserDataScope::getDeptId)
+				.filter(Objects::nonNull)
+				.distinct()
+				.toList();
+		} else {
+			// 仅所属组织
+			baseDeptIds = Func.toLongList(user.getDeptId());
+		}
+		if (Func.isEmpty(baseDeptIds)) {
+			return MpUserDataScopeVO.empty();
+		}
+		boolean includeChildren = !Objects.equals(dataLevelRange, DATA_LEVEL_CURRENT_ONLY);
+		LinkedHashSet<Long> allowedDeptIds = new LinkedHashSet<>();
+		for (Long deptId : baseDeptIds) {
+			if (Func.isEmpty(deptId) || deptId <= 0) {
+				continue;
+			}
+			if (includeChildren) {
+				List<Long> childIds = SysCache.getDeptChildIds(deptId);
+				if (Func.isNotEmpty(childIds)) {
+					allowedDeptIds.addAll(childIds);
+				} else {
+					allowedDeptIds.add(deptId);
+				}
+			} else {
+				allowedDeptIds.add(deptId);
+			}
+		}
+		return MpUserDataScopeVO.of(List.copyOf(allowedDeptIds));
+	}
+
 	@Override
 	@Transactional(rollbackFor = Exception.class)
 	public boolean submit(MpUser user) {
@@ -223,7 +299,7 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 			throw new ServiceException("该手机号已存在小程序用户");
 		}
 		encryptPasswordIfPresent(user);
-		boolean saved = save(user);
+		boolean saved = save(user) && submitScopes(user);
 		if (saved) {
 			MpUserCache.clear();
 		}
@@ -236,7 +312,18 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 		if (user == null || Func.isEmpty(user.getId())) {
 			throw new ServiceException("小程序用户主键不能为空");
 		}
+		MpUser dbUser = getById(user.getId());
+		if (dbUser == null || Func.isEmpty(dbUser.getId())) {
+			throw new ServiceException("小程序用户不存在");
+		}
 		prepare(user);
+		// 未改手机号（前端脱敏未提交 / 仍为脱敏值）时沿用库中原值，避免把 138****8000 写回
+		if (Func.isBlank(user.getPhone()) || isMaskedPhone(user.getPhone())) {
+			user.setPhone(dbUser.getPhone());
+		}
+		if (Func.isBlank(user.getEmail()) || isMaskedEmail(user.getEmail())) {
+			user.setEmail(dbUser.getEmail());
+		}
 		validate(user);
 		MpUser existed = getByPhone(user.getTenantId(), user.getPhone());
 		if (existed != null && Func.isNotEmpty(existed.getId()) && !existed.getId().equals(user.getId())) {
@@ -244,7 +331,7 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 		}
 		// 后台编辑不改密码，避免空串覆盖
 		user.setPassword(null);
-		boolean updated = updateById(user);
+		boolean updated = updateById(user) && submitScopes(user);
 		if (updated) {
 			MpUserCache.clear();
 		}
@@ -268,6 +355,7 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 		}
 		boolean removed = deleteLogic(ids);
 		if (removed) {
+			mpUserDataScopeMapper.delete(Wrappers.<MpUserDataScope>lambdaQuery().in(MpUserDataScope::getUserId, ids));
 			MpUserCache.clear();
 		}
 		return removed;
@@ -422,6 +510,15 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 		user.setPostId(trimToNull(user.getPostId()));
 		user.setRemark(trimToNull(user.getRemark()));
 		user.setIdentities(normalizeIdentities(user.getIdentities()));
+		if (user.getDataScopeRange() == null) {
+			user.setDataScopeRange(1);
+		}
+		if (user.getDataLevelRange() == null) {
+			user.setDataLevelRange(1);
+		}
+		if (!Objects.equals(user.getDataScopeRange(), 3)) {
+			user.setDataScopeDeptIds(List.of());
+		}
 		if (Func.isBlank(user.getAccount()) && Func.isNotBlank(user.getPhone())) {
 			user.setAccount(user.getPhone());
 		}
@@ -455,6 +552,9 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 		if (Func.isBlank(user.getPhone())) {
 			throw new ServiceException("手机号不能为空");
 		}
+		if (Func.isBlank(user.getDeptId())) {
+			throw new ServiceException("请选择所属组织");
+		}
 		if (Func.isBlank(user.getIdentities())) {
 			throw new ServiceException("小程序身份不能为空");
 		}
@@ -467,6 +567,42 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 				throw new ServiceException("不支持的小程序身份：" + code);
 			}
 		}
+		Integer dataScopeRange = user.getDataScopeRange();
+		if (dataScopeRange == null || (dataScopeRange != 1 && dataScopeRange != 2 && dataScopeRange != 3)) {
+			throw new ServiceException("数据权限范围不正确");
+		}
+		Integer dataLevelRange = user.getDataLevelRange();
+		if (dataLevelRange == null || (dataLevelRange != 1 && dataLevelRange != 2)) {
+			throw new ServiceException("数据层级范围不正确");
+		}
+		if (Objects.equals(dataScopeRange, 3) && Func.isEmpty(user.getDataScopeDeptIds())) {
+			throw new ServiceException("请选择自定义数据权限组织");
+		}
+	}
+
+	private boolean submitScopes(MpUser user) {
+		if (user == null || Func.isEmpty(user.getId())) {
+			return false;
+		}
+		mpUserDataScopeMapper.delete(Wrappers.<MpUserDataScope>lambdaQuery().eq(MpUserDataScope::getUserId, user.getId()));
+		if (Objects.equals(user.getDataScopeRange(), 3) && Func.isNotEmpty(user.getDataScopeDeptIds())) {
+			user.getDataScopeDeptIds().stream().filter(Objects::nonNull).distinct().forEach(deptId -> {
+				MpUserDataScope scope = new MpUserDataScope();
+				scope.setUserId(user.getId());
+				scope.setDeptId(deptId);
+				mpUserDataScopeMapper.insert(scope);
+			});
+		}
+		return true;
+	}
+
+	private MpUser fillScopes(MpUser user) {
+		if (user == null || Func.isEmpty(user.getId())) {
+			return user;
+		}
+		user.setDataScopeDeptIds(mpUserDataScopeMapper.selectList(Wrappers.<MpUserDataScope>lambdaQuery()
+			.eq(MpUserDataScope::getUserId, user.getId())).stream().map(MpUserDataScope::getDeptId).toList());
+		return user;
 	}
 
 	private String normalizeIdentities(String identities) {
@@ -485,4 +621,18 @@ public class MpUserServiceImpl extends BaseServiceImpl<MpUserMapper, MpUser> imp
 		return trimValue.isEmpty() ? null : trimValue;
 	}
 
+	/**
+	 * 判断是否为前端脱敏手机号（如 138****8000），不可直接落库。
+	 */
+	private boolean isMaskedPhone(String phone) {
+		return Func.isNotBlank(phone) && phone.contains("*");
+	}
+
+	/**
+	 * 判断是否为前端脱敏邮箱。
+	 */
+	private boolean isMaskedEmail(String email) {
+		return Func.isNotBlank(email) && email.contains("*");
+	}
+
 }

blade-service/blade-system/src/main/java/org/springblade/system/service/impl/OASyncServiceImpl.java

@@ -935,7 +935,9 @@ public class OASyncServiceImpl implements IOASyncService {
                 .ne(Dept::getOaId, "")
                 .select(Dept::getId, Dept::getDeptCode, Dept::getDeptName, Dept::getFullName,
                         Dept::getOaModified, Dept::getParentId, Dept::getOaId, Dept::getBelongCompanyCode,
-                        Dept::getParentCode, Dept::getOaSupSubComId));
+                        Dept::getParentCode, Dept::getOaSupSubComId,
+                        Dept::getContractCodePrefix, Dept::getContractInitialSerial,
+                        Dept::getIsPlatformCompany, Dept::getIsBusinessDept));
         Map<String, Dept> byOaId = new HashMap<>();
         for (Dept dept : deptList) {
             if (StringUtils.isNotBlank(dept.getOaId())) {
@@ -998,6 +1000,11 @@ public class OASyncServiceImpl implements IOASyncService {
             } else {
                 dept.setId(DefaultIdentifierGenerator.getInstance().nextId(null));
             }
+            // OA 不同步合同本地配置：保留已有值，并把 -1 空占位规范为 null，避免 ALWAYS 策略写回 -1/清空
+            preserveLocalContractFields(dept, existing);
+            // OA 不同步「是否平台公司 / 是否业务部门」：更新时强制保留本地已配置值，新增默认否
+            preserveLocalBizFlags(dept, existing);
+            normalizeContractInitialSerial(dept);
             if (StringUtils.isNotBlank(dept.getDeptCode())) {
                 deptIdByCode.put(dept.getDeptCode(), dept.getId());
             }
@@ -1058,6 +1065,55 @@ public class OASyncServiceImpl implements IOASyncService {
         return new OrgSyncCount(syncedCount, skippedCount, notHandledList);
     }
 
+    /**
+     * OA 同步对象不含合同本地配置，更新时保留库中已有合同编码前缀与初始流水号。
+     */
+    private void preserveLocalContractFields(Dept incoming, Dept existing) {
+        if (incoming == null || existing == null) {
+            return;
+        }
+        if (StringUtils.isBlank(incoming.getContractCodePrefix())) {
+            incoming.setContractCodePrefix(existing.getContractCodePrefix());
+        }
+        Integer incomingSerial = incoming.getContractInitialSerial();
+        if (incomingSerial == null || incomingSerial == -1) {
+            incoming.setContractInitialSerial(existing.getContractInitialSerial());
+        }
+    }
+
+    /**
+     * OA 同步不携带本地业务标志：更新时保留已配置的「是否平台公司 / 是否业务部门」，新增默认否。
+     */
+    private void preserveLocalBizFlags(Dept incoming, Dept existing) {
+        if (incoming == null) {
+            return;
+        }
+        if (existing != null) {
+            incoming.setIsPlatformCompany(existing.getIsPlatformCompany() != null ? existing.getIsPlatformCompany() : 0);
+            incoming.setIsBusinessDept(existing.getIsBusinessDept() != null ? existing.getIsBusinessDept() : 0);
+            return;
+        }
+        if (incoming.getIsPlatformCompany() == null) {
+            incoming.setIsPlatformCompany(0);
+        }
+        if (incoming.getIsBusinessDept() == null) {
+            incoming.setIsBusinessDept(0);
+        }
+    }
+
+    /**
+     * 合同初始流水号 -1 为空占位，同步落库前规范为 null。
+     */
+    private void normalizeContractInitialSerial(Dept dept) {
+        if (dept == null) {
+            return;
+        }
+        Integer serial = dept.getContractInitialSerial();
+        if (serial != null && serial == -1) {
+            dept.setContractInitialSerial(null);
+        }
+    }
+
     /**
      * oaModified 一致则跳过更新；任一侧为空无法确认一致，执行更新以补齐字段。
      * 组织编码已按新规则重算、父子挂载不一致、或名称字段与当前映射不一致时，即使 modified 相同也要更新。

blade-service/blade-system/src/main/java/org/springblade/system/wrapper/MpUserWrapper.java

@@ -26,6 +26,7 @@ import org.springblade.core.mp.support.BaseEntityWrapper;
 import org.springblade.core.tool.utils.BeanUtil;
 import org.springblade.core.tool.utils.Func;
 import org.springblade.system.cache.DictCache;
+import org.springblade.system.cache.SysCache;
 import org.springblade.system.cache.UserCache;
 import org.springblade.system.pojo.entity.MpUser;
 import org.springblade.system.pojo.enums.DictEnum;
@@ -53,6 +54,9 @@ public class MpUserWrapper extends BaseEntityWrapper<MpUser, MpUserVO> {
 		// 密码哈希不下发前端
 		mpUserVO.setPassword(null);
 		mpUserVO.setIdentitiesName(resolveIdentitiesName(mpUser.getIdentities()));
+		if (Func.isNotBlank(mpUser.getDeptId())) {
+			mpUserVO.setDeptName(Func.join(SysCache.getDeptNames(mpUser.getDeptId())));
+		}
 		if (mpUser.getSex() != null) {
 			mpUserVO.setSexName(DictCache.getValue(DictEnum.SEX, mpUser.getSex()));
 		}

blade-service/blade-transport/src/main/java/org/springblade/transport/controller/FormalSettlementController.java

@@ -99,6 +99,8 @@ public class FormalSettlementController extends BladeController {
 		excel.setContractNo(vo.getContractNo());
 		excel.setContractName(vo.getContractName());
 		excel.setSettlementAmount(formatMoney(vo.getSettlementAmount(), vo.getCurrency()));
+		excel.setBusinessModelName(vo.getBusinessModelName());
+		excel.setTransportTypeName(vo.getTransportTypeName());
 		excel.setLocalSettlementAmount(formatMoney(vo.getLocalSettlementAmount(), vo.getLocalCurrency()));
 		excel.setExchangeRate(vo.getExchangeRate() == null ? "" : vo.getExchangeRate().stripTrailingZeros().toPlainString());
 		excel.setInvoiceStatusName(invoiceStatusName(vo.getInvoiceStatus(), vo.getSettlementType()));

blade-service/blade-transport/src/main/java/org/springblade/transport/controller/PreSettlementController.java

@@ -250,6 +250,8 @@ public class PreSettlementController extends BladeController {
 		excel.setContractNo(vo.getContractNo());
 		excel.setContractName(vo.getContractName());
 		excel.setSettlementAmount(formatMoney(vo.getSettlementAmount(), vo.getCurrency()));
+		excel.setBusinessModelName(vo.getBusinessModelName());
+		excel.setTransportTypeName(vo.getTransportTypeName());
 		excel.setLocalSettlementAmount(formatMoney(vo.getLocalSettlementAmount(), vo.getLocalCurrency()));
 		excel.setExchangeRate(vo.getExchangeRate() == null ? "" : vo.getExchangeRate().stripTrailingZeros().toPlainString());
 		excel.setAdvanceAppliedAmount(formatMoney(vo.getAdvanceAppliedAmount(), vo.getCurrency()));

blade-service/blade-transport/src/main/java/org/springblade/transport/excel/FormalSettlementExcel.java

@@ -39,6 +39,10 @@ public class FormalSettlementExcel implements Serializable {
 	private String contractName;
 	@ExcelProperty("原币结算金额")
 	private String settlementAmount;
+	@ExcelProperty("业务模式")
+	private String businessModelName;
+	@ExcelProperty("运输方式")
+	private String transportTypeName;
 	@ExcelProperty("本位币结算金额")
 	private String localSettlementAmount;
 	@ExcelProperty("结算汇率")

blade-service/blade-transport/src/main/java/org/springblade/transport/excel/PreSettlementExcel.java

@@ -50,6 +50,10 @@ public class PreSettlementExcel implements Serializable {
 	private String contractName;
 	@ExcelProperty("原币结算金额")
 	private String settlementAmount;
+	@ExcelProperty("业务模式")
+	private String businessModelName;
+	@ExcelProperty("运输方式")
+	private String transportTypeName;
 	@ExcelProperty("本位币结算金额")
 	private String localSettlementAmount;
 	@ExcelProperty("结算汇率")

blade-service/blade-transport/src/main/java/org/springblade/transport/excel/SettlementImportTemplateExporter.java

@@ -96,8 +96,7 @@ public final class SettlementImportTemplateExporter {
 	private SettlementImportTemplateExporter() {
 	}
 
-	public static void export(HttpServletResponse response, List<String> transportTypeOptions,
-							  List<String> feeItemNames) {
+	public static void export(HttpServletResponse response, List<String> transportTypeOptions) {
 		List<String> headers = buildHeaders();
 		// 运输方式由调用方传入业务字典 transport_type 的字典名称，禁止写死
 		List<String> transportOptions = transportTypeOptions == null ? List.of() : transportTypeOptions.stream()
@@ -106,7 +105,7 @@ public final class SettlementImportTemplateExporter {
 			.distinct()
 			.toList();
 		try (Workbook workbook = new XSSFWorkbook()) {
-			writeInstructionSheet(workbook, transportOptions, feeItemNames);
+			writeInstructionSheet(workbook);
 			Sheet dataSheet = workbook.createSheet("导入结算单模板");
 			CellStyle headerStyle = createHeaderStyle(workbook);
 			Row headerRow = dataSheet.createRow(0);
@@ -137,8 +136,7 @@ public final class SettlementImportTemplateExporter {
 		return headers;
 	}
 
-	private static void writeInstructionSheet(Workbook workbook, List<String> transportOptions,
-											  List<String> feeItemNames) {
+	private static void writeInstructionSheet(Workbook workbook) {
 		Sheet sheet = workbook.createSheet("填写说明");
 		CellStyle titleStyle = workbook.createCellStyle();
 		Font titleFont = workbook.createFont();
@@ -147,24 +145,11 @@ public final class SettlementImportTemplateExporter {
 		List<String> lines = new ArrayList<>();
 		lines.add("导入结算单填写说明");
 		lines.add("1. 请不要修改「导入结算单模板」工作表的固定表头；带 * 号为必填项。");
-		lines.add("2. 运输方式请从下拉项中选择，须与业务字典 transport_type 的字典名称一致。");
+		lines.add("2. 运输方式请从下拉项中选择。");
 		lines.add("3. 日期请填写 yyyy-MM-dd（如 2026-01-01）；Excel 日期单元格也可直接选择。");
 		lines.add("4. 里程(km) 可为空；填写时须为正数。");
 		lines.add("5. 「*运输费」之后、「*实际发货时间」之前可按需自行插入费用项列，列名须与系统已启用费用项名称完全一致；金额不为 0 时若不存在或已停用则无法导入。");
 		lines.add("6. 模板不含结算金额列；导入后系统按「运输费 + 各费用项」自动合计结算金额。");
-		if (transportOptions != null && !transportOptions.isEmpty()) {
-			lines.add("7. 当前可选运输方式（业务字典 transport_type 名称）："
-				+ String.join("、", transportOptions) + "。");
-		} else {
-			lines.add("7. 运输方式请从业务字典 transport_type 维护的名称中选择。");
-		}
-		if (feeItemNames != null && !feeItemNames.isEmpty()) {
-			lines.add("8. 费用项请按实际需要在模板中自行增列，列名须与系统已启用费用项一致；当前系统已启用费用项："
-				+ String.join("、", feeItemNames.stream().limit(30).toList())
-				+ (feeItemNames.size() > 30 ? " 等" : "") + "。");
-		} else {
-			lines.add("8. 费用项请按实际需要在模板中自行增列，列名须与系统已启用的费用项主数据名称完全一致。");
-		}
 		for (int index = 0; index < lines.size(); index++) {
 			Row row = sheet.createRow(index);
 			Cell cell = row.createCell(0);

blade-service/blade-transport/src/main/java/org/springblade/transport/mapper/CustomerArchiveMapper.xml

@@ -33,13 +33,16 @@
         <result column="business_scope" property="businessScope"/>
         <result column="network_freight_platform" property="networkFreightPlatform"/>
         <result column="business_term_type" property="businessTermType"/>
+        <result column="business_start_date" property="businessStartDate"/>
         <result column="business_end_date" property="businessEndDate"/>
         <result column="registered_capital" property="registeredCapital"/>
+        <result column="paid_in_capital" property="paidInCapital"/>
         <result column="principal" property="principal"/>
         <result column="mnemonic_code" property="mnemonicCode"/>
         <result column="customer_level" property="customerLevel"/>
         <result column="max_credit_limit" property="maxCreditLimit"/>
         <result column="apply_credit_limit" property="applyCreditLimit"/>
+        <result column="used_credit_limit" property="usedCreditLimit"/>
         <result column="remark" property="remark"/>
         <result column="qualification_attachments" property="qualificationAttachments"/>
         <result column="access_type" property="accessType"/>
@@ -85,13 +88,16 @@
             business_scope,
             network_freight_platform,
             business_term_type,
+            business_start_date,
             business_end_date,
             registered_capital,
+            paid_in_capital,
             principal,
             mnemonic_code,
             customer_level,
             max_credit_limit,
             apply_credit_limit,
+            used_credit_limit,
             remark,
             qualification_attachments,
             access_type,

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/BillLedgerServiceImpl.java

@@ -107,7 +107,7 @@ public class BillLedgerServiceImpl extends BaseServiceImpl<BillLedgerMapper, Bil
 	private List<BillLedgerVO> availableList(String keyword, Long deptId, Long selectedId, String payerName,
 		String payeeName) {
 		LocalDate today = LocalDate.now();
-		// 未到期且有余额；收票且部门可用，或出票/收票单位与结算收付款方一致（开票、收票都可）
+		// 可选汇票：未到期且可用余额 > 0（已选中的可回显）；不再按部门、开票/收票类型、结算收付款方过滤
 		return list(Wrappers.<BillLedger>lambdaQuery()
 			.and(Func.isNotEmpty(keyword), wrapper -> wrapper.like(BillLedger::getBillNo, keyword)
 				.or().like(BillLedger::getIssuerName, keyword)
@@ -119,35 +119,10 @@ public class BillLedgerServiceImpl extends BaseServiceImpl<BillLedgerMapper, Bil
 				.or(selectedId != null, child -> child.eq(BillLedger::getId, selectedId)))
 			.orderByAsc(BillLedger::getMaturityDate)
 			.orderByDesc(BillLedger::getCreateTime)).stream()
-			.filter(item -> selectedId != null && Objects.equals(item.getId(), selectedId)
-				|| selectableBill(item, deptId, payerName, payeeName))
 			.map(item -> BillLedgerWrapper.build().entityVO(item))
 			.toList();
 	}
 
-	/**
-	 * 收票且当前部门在可用范围内，或出票单位、收票单位与结算付款方、收款方一致（顺序不限）。
-	 */
-	private boolean selectableBill(BillLedger ledger, Long deptId, String payerName, String payeeName) {
-		boolean receivedAndDept = "received".equals(ledger.getBillType()) && departmentAvailable(ledger, deptId);
-		return receivedAndDept || partiesMatch(ledger.getIssuerName(), ledger.getReceiverName(), payerName, payeeName);
-	}
-
-	private boolean partiesMatch(String issuerName, String receiverName, String payerName, String payeeName) {
-		String issuer = trimName(issuerName);
-		String receiver = trimName(receiverName);
-		String payer = trimName(payerName);
-		String payee = trimName(payeeName);
-		if (issuer.isEmpty() || receiver.isEmpty() || payer.isEmpty() || payee.isEmpty()) {
-			return false;
-		}
-		return (issuer.equals(payer) && receiver.equals(payee)) || (issuer.equals(payee) && receiver.equals(payer));
-	}
-
-	private String trimName(String value) {
-		return value == null ? "" : value.trim();
-	}
-
 	@Override
 	@Transactional(rollbackFor = Exception.class)
 	public Long submit(BillLedgerSaveRequest request) {
@@ -292,12 +267,6 @@ public class BillLedgerServiceImpl extends BaseServiceImpl<BillLedgerMapper, Bil
 			.reduce(BigDecimal.ZERO, BigDecimal::add);
 	}
 
-	private boolean departmentAvailable(BillLedger ledger, Long deptId) {
-		List<?> values = parseArray(ledger.getAvailableDeptIdsJson(), "可用部门");
-		if (values.stream().anyMatch(value -> "all".equals(String.valueOf(value)))) return true;
-		return deptId == null || values.stream().anyMatch(value -> String.valueOf(deptId).equals(String.valueOf(value)));
-	}
-
 	private List<?> parseArray(String value, String name) {
 		if (Func.isEmpty(value)) return List.of();
 		try {

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/BillPaymentServiceImpl.java

@@ -32,7 +32,6 @@ import lombok.RequiredArgsConstructor;
 import org.springblade.core.log.exception.ServiceException;
 import org.springblade.core.mp.base.BaseServiceImpl;
 import org.springblade.core.secure.utils.AuthUtil;
-import org.springblade.core.tool.jackson.JsonUtil;
 import org.springblade.core.tool.utils.Func;
 import org.springblade.system.cache.SysCache;
 import org.springblade.transport.constant.TransportBusiConstant;
@@ -112,7 +111,7 @@ public class BillPaymentServiceImpl extends BaseServiceImpl<BillPaymentMapper, B
 		String deptName = required(SysCache.getDeptName(deptId), "使用部门", 100);
 		BillLedger ledger = lockedBill(request.getBillLedgerId());
 		BigDecimal usedAmount = positive(request.getUsedAmount(), "本次使用");
-		validateLedgerAmount(ledger, usedAmount, deptId);
+		validateLedgerAmount(ledger, usedAmount);
 		if (entity.getId() == null) {
 			entity.setPaymentNo(nextNo());
 			entity.setApprovalStatus(TransportBusiConstant.DRAFT);
@@ -165,7 +164,7 @@ public class BillPaymentServiceImpl extends BaseServiceImpl<BillPaymentMapper, B
 			throw new ServiceException("仅审批中的汇票付款允许审核");
 		}
 		BillLedger ledger = lockedBill(entity.getBillLedgerId());
-		validateLedgerAmount(ledger, entity.getUsedAmount(), entity.getDeptId());
+		validateLedgerAmount(ledger, entity.getUsedAmount());
 		BillLedgerUsage exists = usageMapper.selectOne(Wrappers.<BillLedgerUsage>lambdaQuery()
 			.eq(BillLedgerUsage::getBillPaymentId, entity.getId())
 			.eq(BillLedgerUsage::getUsageStatus, TransportBusiConstant.APPROVED)
@@ -245,13 +244,13 @@ public class BillPaymentServiceImpl extends BaseServiceImpl<BillPaymentMapper, B
 
 	private void validateStoredAmount(BillPayment entity) {
 		BillLedger ledger = lockedBill(entity.getBillLedgerId());
-		validateLedgerAmount(ledger, entity.getUsedAmount(), entity.getDeptId());
+		validateLedgerAmount(ledger, entity.getUsedAmount());
 		entity.setBillNo(ledger.getBillNo());
 		entity.setFaceAmount(ledger.getFaceAmount());
 		entity.setAvailableBalance(ledger.getAvailableBalance());
 	}
 
-	private void validateLedgerAmount(BillLedger ledger, BigDecimal usedAmount, Long deptId) {
+	private void validateLedgerAmount(BillLedger ledger, BigDecimal usedAmount) {
 		if (usedAmount == null || usedAmount.compareTo(BigDecimal.ZERO) <= 0) {
 			throw new ServiceException("本次使用必须大于0");
 		}
@@ -261,21 +260,6 @@ public class BillPaymentServiceImpl extends BaseServiceImpl<BillPaymentMapper, B
 		if (usedAmount.compareTo(money(ledger.getAvailableBalance())) > 0) {
 			throw new ServiceException("本次使用不能超过汇票可用余额");
 		}
-		if (!departmentAvailable(ledger, deptId)) {
-			throw new ServiceException("当前使用部门不在汇票可用部门范围内");
-		}
-	}
-
-	private boolean departmentAvailable(BillLedger ledger, Long deptId) {
-		if (Func.isEmpty(ledger.getAvailableDeptIdsJson())) return false;
-		try {
-			Object parsed = JsonUtil.parse(ledger.getAvailableDeptIdsJson(), List.class);
-			if (!(parsed instanceof List<?> values)) return false;
-			if (values.stream().anyMatch(item -> "all".equals(String.valueOf(item)))) return true;
-			return deptId != null && values.stream().anyMatch(item -> String.valueOf(deptId).equals(String.valueOf(item)));
-		} catch (Exception exception) {
-			throw new ServiceException("汇票可用部门配置不正确");
-		}
 	}
 
 	private BillLedger lockedBill(Long id) {

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/ContractManageServiceImpl.java

@@ -83,6 +83,8 @@ public class ContractManageServiceImpl extends BaseServiceImpl<ContractManageMap
 	private static final String ARCHIVE_STATUS_PENDING = "未归档";
 	private static final String ARCHIVE_STATUS_ARCHIVED = "已归档";
 	private static final String FILE_TYPE_SEAL_ARCHIVE = "双章归档文件";
+	private static final String CHANGE_TYPE_INFO = "合同信息变更";
+	private static final String CHANGE_TYPE_SETTLEMENT = "结算规则变更";
 	private static final long TEMPORARY_VALIDITY_DAYS = 30L;
 	private static final BigDecimal TAX_RATE_MIN = BigDecimal.ZERO;
 	private static final BigDecimal TAX_RATE_MAX = BigDecimal.valueOf(100);
@@ -285,45 +287,99 @@ public class ContractManageServiceImpl extends BaseServiceImpl<ContractManageMap
 			|| !List.of(STATUS_APPROVED, STATUS_CHANGE_APPROVED, STATUS_CHANGE_REJECTED).contains(source.getApprovalStatus())) {
 			throw new ServiceException("当前合同状态不允许发起变更");
 		}
-		TransportBusinessSupport.validateRequired(request.getSettlementCurrency(), "请选择结算币种");
+		String changeType = resolveChangeType(request.getChangeType());
+		boolean settlementRuleOnly = Objects.equals(changeType, CHANGE_TYPE_SETTLEMENT);
 		String changeReason = TransportBusinessSupport.trimToNull(request.getChangeReason());
 		if (Func.isEmpty(changeReason) && Objects.equals(source.getApprovalStatus(), STATUS_CHANGE_REJECTED)) {
 			changeReason = resolveResubmitChangeReason(source);
 		}
 		TransportBusinessSupport.validateLength(changeReason, 500, "变更原因不能超过500字");
-		ContractManage candidate = new ContractManage();
-		BeanUtil.copyProperties(source, candidate);
-		candidate.setPartyB(TransportBusinessSupport.trimToNull(request.getPartyB()));
-		validateContractPartyCombinationUnique(candidate);
 		validateBillingPlans(request.getBillingPlanJson());
-		validatePaymentRatios(request.getPaymentRatioJson());
 		Map<String, Object> beforeData = buildContractChangeSnapshot(source);
-		applyContractNo(source, request.getContractNo(), false);
-		source.setContractName(request.getContractName()); source.setPartyB(request.getPartyB());
-		source.setStartDate(request.getStartDate()); source.setEndDate(request.getEndDate()); source.setContractFormat(request.getContractFormat());
-		source.setSettlementMode(request.getSettlementMode()); source.setLegalSealFlag(request.getLegalSealFlag()); source.setCopyCount(request.getCopyCount());
-		source.setSettlementCurrency(TransportBusinessSupport.trimToNull(request.getSettlementCurrency())); source.setInvoiceCycle(request.getInvoiceCycle());
-		source.setPaymentDays(request.getPaymentDays()); source.setRemark(request.getRemark()); source.setBillingEnabled(request.getBillingEnabled()); source.setFeeGenerationMode(request.getFeeGenerationMode());
-		source.setContractAmount(request.getContractAmount()); source.setTemplateFlag(request.getTemplateFlag());
-		source.setOriginalContractNo(TransportBusinessSupport.trimToNull(request.getOriginalContractNo()));
-		source.setElectronicSealFlag(request.getElectronicSealFlag());
-		normalizeOptionalIntegerFields(source);
-		validateContractAmountRequired(source);
-		validateAdditionalFields(source);
-		source.setBillingPlanJson(request.getBillingPlanJson()); source.setSettlementRuleJson(request.getSettlementRuleJson()); source.setPreSettlementConfigJson(request.getPreSettlementConfigJson()); source.setFormalSettlementConfigJson(request.getFormalSettlementConfigJson()); source.setPaymentRatioJson(request.getPaymentRatioJson());
-		source.setContractFileJson(request.getContractFileJson()); source.setAttachmentsJson(request.getAttachmentsJson());
-		source.setChangeAttachmentsJson(TransportBusinessSupport.trimToNull(request.getChangeAttachmentsJson()));
+		if (settlementRuleOnly) {
+			applySettlementRuleChange(source, request);
+		} else {
+			applyContractInfoChange(source, request);
+		}
 		Map<String, Object> afterData = buildContractChangeSnapshot(source);
 		retainChangedSnapshotFields(beforeData, afterData);
 		source.setApprovalStatus(STATUS_CHANGE_REVIEWING);
 		source.setChangeContent(TransportBusinessSupport.trimToNull(request.getChangeContent()));
 		source.setChangeReason(changeReason);
+		source.setChangeAttachmentsJson(TransportBusinessSupport.trimToNull(request.getChangeAttachmentsJson()));
 		source.setCurrentNode("合同变更审批");
 		source.setCurrentProcessor("待处理");
-		appendChangeRecord(source, "合同信息变更", changeReason, STATUS_CHANGE_REVIEWING, "审核中", beforeData, afterData);
+		appendChangeRecord(source, changeType, changeReason, STATUS_CHANGE_REVIEWING, "审核中", beforeData, afterData);
 		return updateById(source);
 	}
 
+	/**
+	 * 解析并校验合同变更类型，兼容历史未传类型的请求。
+	 */
+	private String resolveChangeType(String changeType) {
+		String normalized = TransportBusinessSupport.trimToNull(changeType);
+		if (Func.isEmpty(normalized)) {
+			return CHANGE_TYPE_INFO;
+		}
+		if (!List.of(CHANGE_TYPE_INFO, CHANGE_TYPE_SETTLEMENT).contains(normalized)) {
+			throw new ServiceException("请选择变更类型");
+		}
+		return normalized;
+	}
+
+	/**
+	 * 结算规则变更：仅允许更新计费信息与结算单规则。
+	 */
+	private void applySettlementRuleChange(ContractManage source, ContractManage request) {
+		source.setBillingEnabled(request.getBillingEnabled());
+		source.setFeeGenerationMode(request.getFeeGenerationMode());
+		source.setBillingPlanJson(request.getBillingPlanJson());
+		source.setSettlementRuleJson(request.getSettlementRuleJson());
+		source.setPreSettlementConfigJson(request.getPreSettlementConfigJson());
+		source.setFormalSettlementConfigJson(request.getFormalSettlementConfigJson());
+	}
+
+	/**
+	 * 合同信息变更：更新合同基本信息、计费/结算规则、付款比例及附件。
+	 */
+	private void applyContractInfoChange(ContractManage source, ContractManage request) {
+		TransportBusinessSupport.validateRequired(request.getSettlementCurrency(), "请选择结算币种");
+		ContractManage candidate = new ContractManage();
+		BeanUtil.copyProperties(source, candidate);
+		candidate.setPartyB(TransportBusinessSupport.trimToNull(request.getPartyB()));
+		validateContractPartyCombinationUnique(candidate);
+		validatePaymentRatios(request.getPaymentRatioJson());
+		applyContractNo(source, request.getContractNo(), false);
+		source.setContractName(request.getContractName());
+		source.setPartyB(request.getPartyB());
+		source.setStartDate(request.getStartDate());
+		source.setEndDate(request.getEndDate());
+		source.setContractFormat(request.getContractFormat());
+		source.setSettlementMode(request.getSettlementMode());
+		source.setLegalSealFlag(request.getLegalSealFlag());
+		source.setCopyCount(request.getCopyCount());
+		source.setSettlementCurrency(TransportBusinessSupport.trimToNull(request.getSettlementCurrency()));
+		source.setInvoiceCycle(request.getInvoiceCycle());
+		source.setPaymentDays(request.getPaymentDays());
+		source.setRemark(request.getRemark());
+		source.setBillingEnabled(request.getBillingEnabled());
+		source.setFeeGenerationMode(request.getFeeGenerationMode());
+		source.setContractAmount(request.getContractAmount());
+		source.setTemplateFlag(request.getTemplateFlag());
+		source.setOriginalContractNo(TransportBusinessSupport.trimToNull(request.getOriginalContractNo()));
+		source.setElectronicSealFlag(request.getElectronicSealFlag());
+		normalizeOptionalIntegerFields(source);
+		validateContractAmountRequired(source);
+		validateAdditionalFields(source);
+		source.setBillingPlanJson(request.getBillingPlanJson());
+		source.setSettlementRuleJson(request.getSettlementRuleJson());
+		source.setPreSettlementConfigJson(request.getPreSettlementConfigJson());
+		source.setFormalSettlementConfigJson(request.getFormalSettlementConfigJson());
+		source.setPaymentRatioJson(request.getPaymentRatioJson());
+		source.setContractFileJson(request.getContractFileJson());
+		source.setAttachmentsJson(request.getAttachmentsJson());
+	}
+
 	@Override
 	@Transactional(rollbackFor = Exception.class)
 	public boolean updateAttachments(ContractManage contractManage) {

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/CreditScoreQuantificationServiceImpl.java

@@ -458,6 +458,10 @@ public class CreditScoreQuantificationServiceImpl extends BaseServiceImpl<Credit
 		quantification.setName(trimToEmpty(quantification.getName()));
 		quantification.setRemark(trimToNull(quantification.getRemark()));
 		quantification.setStandardDescription(trimToNull(quantification.getStandardDescription()));
+		if (quantification.getMaxMinusScore() != null
+			&& quantification.getMaxMinusScore().compareTo(BigDecimal.ZERO) < 0) {
+			throw new ServiceException("减分项目最高扣分限制不能小于0");
+		}
 		if (Func.isEmpty(quantification.getStatus())) {
 			quantification.setStatus(STATUS_DRAFT);
 		}
@@ -472,6 +476,10 @@ public class CreditScoreQuantificationServiceImpl extends BaseServiceImpl<Credit
 		validateLength(quantification.getName(), NAME_MAX_LENGTH, "评定表名称最多30字符");
 		validateLength(quantification.getRemark(), REMARK_MAX_LENGTH, "备注最多500字符");
 		validateLength(quantification.getStandardDescription(), REMARK_MAX_LENGTH, "标准说明最多500字符");
+		if (quantification.getMaxMinusScore() != null
+			&& quantification.getMaxMinusScore().compareTo(BigDecimal.ZERO) < 0) {
+			throw new ServiceException("减分项目最高扣分限制不能小于0");
+		}
 		LambdaQueryWrapper<CreditScoreQuantification> queryWrapper = Wrappers.<CreditScoreQuantification>lambdaQuery()
 			.eq(CreditScoreQuantification::getName, quantification.getName())
 			.eq(CreditScoreQuantification::getIsDeleted, 0);

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/CustomerArchiveServiceImpl.java

@@ -280,6 +280,8 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 			customer.setCustomerCode(nextCustomerCode());
 		}
 		CustomerArchive entity = Objects.requireNonNull(BeanUtil.copyProperties(customer, CustomerArchive.class));
+		// 曾审核通过后的评分替换：保存/再提交时仍沿用原生效等级与额度，待再次审核通过后再切换
+		this.keepEffectiveCreditUntilReapproved(before, entity);
 		boolean result = saveOrUpdate(entity);
 		customer.setId(entity.getId());
 		replaceDetail(entity.getId(), customer);
@@ -420,6 +422,8 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		after.setCurrentNode("审核通过");
 		after.setCurrentProcessor(Func.isEmpty(processorName) ? "系统" : processorName.trim());
 		after.setApprovedTime(LocalDateTime.now());
+		// 审核通过后按当前未删除评分刷新生效等级/额度（替换旧评分场景在此切换生效）
+		this.applyCreditFromActiveScore(after);
 		addChangeRecord(id, "客商准入审核通过", before, after);
 		boolean updated = updateById(after);
 		log.info("流程结束审核通过 id={} processor={} result={}", id, after.getCurrentProcessor(), updated);
@@ -484,6 +488,8 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		after.setCurrentNode("审核通过");
 		after.setCurrentProcessor(AuthUtil.getUserName());
 		after.setApprovedTime(LocalDateTime.now());
+		// 审核通过后按当前未删除评分刷新生效等级/额度（替换旧评分场景在此切换生效）
+		this.applyCreditFromActiveScore(after);
 		addChangeRecord(id, "客商准入审核通过", before, after);
 		return updateById(after);
 	}
@@ -943,6 +949,7 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		score.setScoreDate(LocalDate.now());
 		score.setSelfStatus("未完成");
 		score.setReviewStatus("未完成");
+		score.setMaxMinusScore(quantification.getMaxMinusScore());
 		score.setDetails(loadScoreTemplateDetails(quantification.getId()));
 		return score;
 	}
@@ -963,13 +970,16 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		customer.setBusinessScope(trimToNull(customer.getBusinessScope()));
 		customer.setInvoiceTaxRate(normalizeSentinelAmount(customer.getInvoiceTaxRate()));
 		customer.setRegisteredCapital(normalizeSentinelAmount(customer.getRegisteredCapital()));
+		customer.setPaidInCapital(normalizeSentinelAmount(customer.getPaidInCapital()));
 		customer.setMaxCreditLimit(normalizeSentinelAmount(customer.getMaxCreditLimit()));
 		customer.setApplyCreditLimit(normalizeSentinelAmount(customer.getApplyCreditLimit()));
+		customer.setUsedCreditLimit(normalizeSentinelAmount(customer.getUsedCreditLimit()));
 		customer.setRegisteredRegionName(trimToNull(customer.getRegisteredRegionName()));
 		customer.setRegisteredDetailAddress(trimToNull(customer.getRegisteredDetailAddress()));
 		customer.setRegisteredAddress(buildRegisteredAddress(customer));
 		customer.setLegalPerson(trimToEmpty(customer.getLegalPerson()));
-		customer.setContactPhone(trimToEmpty(customer.getContactPhone()));
+		customer.setContacts(customer.getContacts() == null ? new ArrayList<>() : customer.getContacts());
+		syncContactPhoneFromContacts(customer);
 		applyFixedOwnerDept(customer);
 		customer.setAccessType(Func.isEmpty(customer.getAccessType()) ? ACCESS_TEMPORARY : customer.getAccessType());
 		customer.setApprovalStatus(Func.isEmpty(customer.getApprovalStatus()) ? APPROVAL_DRAFT : customer.getApprovalStatus());
@@ -977,12 +987,33 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		if (Func.isEmpty(customer.getStatus())) {
 			customer.setStatus(STATUS_ENABLED);
 		}
-		customer.setContacts(customer.getContacts() == null ? new ArrayList<>() : customer.getContacts());
 		customer.setReceiptAccounts(customer.getReceiptAccounts() == null ? new ArrayList<>() : customer.getReceiptAccounts());
 		customer.setInvoices(customer.getInvoices() == null ? new ArrayList<>() : customer.getInvoices());
 		customer.setScores(customer.getScores() == null ? new ArrayList<>() : customer.getScores());
 	}
 
+	/**
+	 * 主表联系电话改由联系人维护：取第一条有效联系人手机号回填，兼容历史 NOT NULL 及金蝶同步字段。
+	 */
+	private void syncContactPhoneFromContacts(CustomerArchiveVO customer) {
+		if (Func.isNotEmpty(customer.getContactPhone())) {
+			customer.setContactPhone(trimToEmpty(customer.getContactPhone()));
+			return;
+		}
+		List<CustomerContactVO> contacts = customer.getContacts();
+		if (Func.isEmpty(contacts)) {
+			customer.setContactPhone(null);
+			return;
+		}
+		String phone = contacts.stream()
+			.map(CustomerContactVO::getContactPhone)
+			.filter(Func::isNotEmpty)
+			.map(String::trim)
+			.findFirst()
+			.orElse(null);
+		customer.setContactPhone(phone);
+	}
+
 	private void validateBase(CustomerArchiveVO customer) {
 		if (Func.isEmpty(customer.getFullName())) {
 			throw new ServiceException("客商全称不能为空");
@@ -1009,10 +1040,8 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		if (Func.isEmpty(customer.getLegalPerson())) {
 			throw new ServiceException("法人/负责人不能为空");
 		}
-		if (Func.isEmpty(customer.getContactPhone())) {
-			throw new ServiceException("联系电话不能为空");
-		}
-		if (!customer.getContactPhone().matches("^1\\d{10}$")) {
+		validateContactsRequired(customer);
+		if (Func.isNotEmpty(customer.getContactPhone()) && !customer.getContactPhone().matches("^1\\d{10}$")) {
 			throw new ServiceException("联系电话必须为11位手机号");
 		}
 		if (Func.isEmpty(customer.getDeptName())) {
@@ -1028,16 +1057,30 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		validateLength(customer.getRegisteredRegionName(), 100, "省市区最多100个字符");
 		validateLength(customer.getRegisteredDetailAddress(), 255, "详细地址最多255个字符");
 		validateLength(customer.getRegisteredAddress(), 400, "地址最多400个字符");
-		validateLength(customer.getBusinessScope(), 500, "经营范围最多500个字符");
+		validateLength(customer.getBusinessScope(), 2000, "经营范围最多2000个字符");
 		validateLength(customer.getRemark(), 500, "备注最多500个字符");
 		validateNonNegative(customer.getInvoiceTaxRate(), "开票税点不能小于0");
 		validateMax(customer.getInvoiceTaxRate(), new BigDecimal("13"), "开票税点必须在0到13之间");
 		validateNonNegative(customer.getRegisteredCapital(), "注册资金不能小于0");
+		validateNonNegative(customer.getPaidInCapital(), "实缴资本不能小于0");
 		validateNonNegative(customer.getMaxCreditLimit(), "最大资金使用额度不能小于0");
 		validateNonNegative(customer.getApplyCreditLimit(), "申请总资金使用额度不能小于0");
+		validateNonNegative(customer.getUsedCreditLimit(), "已使用额度不能小于0");
 		validateUnique(customer);
 	}
 
+	/**
+	 * 提交客商档案时必须至少维护一条联系人。
+	 */
+	private void validateContactsRequired(CustomerArchiveVO customer) {
+		List<CustomerContactVO> contacts = customer.getContacts() == null ? List.of() : customer.getContacts();
+		boolean hasContact = contacts.stream()
+			.anyMatch(item -> Func.isNotEmpty(item.getContactName()) || Func.isNotEmpty(item.getContactPhone()));
+		if (!hasContact) {
+			throw new ServiceException("请至少维护一条联系人");
+		}
+	}
+
 	private void validateCustomerType(String customerType) {
 		List<String> typeList = Func.toStrList(customerType.replace("，", ","))
 			.stream()
@@ -1364,6 +1407,7 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 	}
 
 	private void deleteScores(List<Long> customerIds) {
+		// 逻辑删除保留历史评分明细；曾审核通过的旧评分在再次审核通过前仍通过主表等级/额度暂时生效
 		List<CustomerCreditScore> scores = creditScoreMapper.selectList(Wrappers.<CustomerCreditScore>lambdaQuery()
 			.in(CustomerCreditScore::getCustomerId, customerIds)
 			.and(wrapper -> wrapper.ne(CustomerCreditScore::getIsDeleted, 1).or().isNull(CustomerCreditScore::getIsDeleted)));
@@ -1374,6 +1418,42 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		}
 	}
 
+	/**
+	 * 客商曾审核通过后，保存或再次提审时不覆盖主表已生效的等级/额度。
+	 */
+	private void keepEffectiveCreditUntilReapproved(CustomerArchive before, CustomerArchive entity) {
+		if (before == null || before.getApprovedTime() == null || entity == null) {
+			return;
+		}
+		entity.setCustomerLevel(before.getCustomerLevel());
+		entity.setMaxCreditLimit(before.getMaxCreditLimit());
+		entity.setApplyCreditLimit(before.getApplyCreditLimit());
+	}
+
+	/**
+	 * 按当前未删除评分刷新客商生效等级与额度；优先取复评已完成的评分。
+	 */
+	private void applyCreditFromActiveScore(CustomerArchive customer) {
+		if (customer == null || customer.getId() == null) {
+			return;
+		}
+		List<CustomerCreditScoreVO> scores = loadScores(customer.getId());
+		if (Func.isEmpty(scores)) {
+			return;
+		}
+		CustomerCreditScoreVO activeScore = scores.stream()
+			.filter(score -> "已完成".equals(score.getReviewStatus()))
+			.findFirst()
+			.orElse(scores.get(0));
+		if (Func.isNotEmpty(activeScore.getCreditLevel())) {
+			customer.setCustomerLevel(activeScore.getCreditLevel());
+		}
+		if (activeScore.getMaxCreditLimit() != null) {
+			customer.setMaxCreditLimit(activeScore.getMaxCreditLimit());
+			customer.setApplyCreditLimit(activeScore.getMaxCreditLimit());
+		}
+	}
+
 	private List<CustomerContactVO> loadContacts(Long customerId) {
 		return contactMapper.selectList(Wrappers.<CustomerContact>lambdaQuery()
 				.eq(CustomerContact::getCustomerId, customerId)
@@ -2040,13 +2120,16 @@ public class CustomerArchiveServiceImpl extends BaseServiceImpl<CustomerArchiveM
 		snapshot.put("开票税点", customer.getInvoiceTaxRate());
 		snapshot.put("经营范围", customer.getBusinessScope());
 		snapshot.put("营业期限类型", customer.getBusinessTermType());
+		snapshot.put("营业期限开始日", customer.getBusinessStartDate());
 		snapshot.put("营业期限截止日", customer.getBusinessEndDate());
 		snapshot.put("注册资金(万元)", customer.getRegisteredCapital());
+		snapshot.put("实缴资本(万元)", customer.getPaidInCapital());
 		snapshot.put("客商负责人", customer.getPrincipal());
 		snapshot.put("助记码", customer.getMnemonicCode());
 		snapshot.put("客户等级", customer.getCustomerLevel());
 		snapshot.put("最大资金使用额度(万元)", customer.getMaxCreditLimit());
 		snapshot.put("申请总资金使用额度(万元)", customer.getApplyCreditLimit());
+		snapshot.put("已使用额度(万元)", customer.getUsedCreditLimit());
 		snapshot.put("备注", customer.getRemark());
 		snapshot.put("客商材料", customer.getQualificationAttachments());
 		snapshot.put("准入类型", customer.getAccessType());

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/CustomerBfiConverter.java

@@ -40,11 +40,14 @@ import org.springblade.thirdparty.bfi.pojo.dto.BfiCustomerSaveDTO;
 import org.springblade.transport.config.BfiProperties;
 import org.springblade.transport.constant.CustomerBfiConstants;
 import org.springblade.transport.pojo.vo.CustomerArchiveVO;
+import org.springblade.transport.pojo.vo.CustomerContactVO;
 import org.springframework.stereotype.Component;
 
 import java.time.LocalDate;
+import java.util.ArrayList;
 import java.util.List;
 import java.util.Map;
+import java.util.Objects;
 import java.util.stream.Collectors;
 
 /**
@@ -86,12 +89,13 @@ public class CustomerBfiConverter {
 		param.setType(this.resolvePartnerType(customer.getCustomerNature()));
 		// 详细地址：注册地址（省市区 + 详细地址拼接文本）
 		param.setBizpartnerAddress(customer.getRegisteredAddress());
-		// 经营范围：多选编码 → 字典文本「、」拼接
+		// 经营范围：长文本直传；兼容历史多选编码→字典文本
 		param.setBusinessscope(this.buildBusinessScopeText(customer.getBusinessScope()));
-		// 营业期限：长期传「长期」，固定期限传「至 yyyy-MM-dd」（TMS 未采集起始日）
-		param.setBusinessterm(this.buildBusinessTerm(customer.getBusinessTermType(), customer.getBusinessEndDate()));
-		// 联系电话：客商联系电话
-		param.setBizpartnerPhone(customer.getContactPhone());
+		// 营业期限：长期传「长期」，固定期限传「yyyy-MM-dd 至 yyyy-MM-dd」
+		param.setBusinessterm(this.buildBusinessTerm(
+			customer.getBusinessTermType(), customer.getBusinessStartDate(), customer.getBusinessEndDate()));
+		// 联系电话：优先主表，空时回退首条联系人
+		param.setBizpartnerPhone(this.resolveContactPhone(customer));
 		// 备注：客商备注，空时不传
 		param.setFcusbeizhu(customer.getRemark());
 		// 业务职能：固定全选（1销售,2结算,3付款,4收货）
@@ -107,7 +111,7 @@ public class CustomerBfiConverter {
 		param.setEntryGroupstandard(List.of(groupEntry));
 		// 银行信息分录：收款账户明细（账户名称传开户行，币种默认 RMB）
 		param.setEntryBank(this.buildBankEntries(customer));
-		// 联系人信息分录：页面填写的客商负责人与联系电话
+		// 联系人信息分录：客商联系人明细（兼容历史负责人字段）
 		param.setEntryLinkman(this.buildLinkmanEntries(customer));
 		return param;
 	}
@@ -175,25 +179,58 @@ public class CustomerBfiConverter {
 	}
 
 	/**
-	 * 组装 A902-2 联系人信息分录：页面填写的客商负责人与联系电话，未填负责人时返回空分录
+	 * 组装 A902-2 联系人信息分录：优先推送客商联系人明细；无明细时兼容历史「负责人+联系电话」。
 	 *
 	 * @param customer 客商档案
 	 * @return 联系人信息分录
 	 */
 	private List<BfiCustomerLinkmanEntryDTO> buildLinkmanEntries(CustomerArchiveVO customer) {
+		if (Func.isNotEmpty(customer.getContacts())) {
+			List<BfiCustomerLinkmanEntryDTO> entries = new ArrayList<>();
+			boolean defaultAssigned = false;
+			for (CustomerContactVO contact : customer.getContacts()) {
+				if (Func.isBlank(contact.getContactName()) && Func.isBlank(contact.getContactPhone())) {
+					continue;
+				}
+				BfiCustomerLinkmanEntryDTO entry = new BfiCustomerLinkmanEntryDTO();
+				entry.setContactperson(contact.getContactName());
+				entry.setPhone(contact.getContactPhone());
+				boolean isDefault = !defaultAssigned && (Objects.equals(contact.getIsDefault(), 1)
+					|| Func.isNotBlank(contact.getContactName()));
+				entry.setIsdefaultLinkman(isDefault);
+				if (isDefault) {
+					defaultAssigned = true;
+				}
+				entries.add(entry);
+			}
+			if (!entries.isEmpty()) {
+				return entries;
+			}
+		}
 		if (Func.isBlank(customer.getPrincipal())) {
 			return List.of();
 		}
 		BfiCustomerLinkmanEntryDTO entry = new BfiCustomerLinkmanEntryDTO();
-		// 联系人：客商负责人
 		entry.setContactperson(customer.getPrincipal());
-		// 电话：联系电话
-		entry.setPhone(customer.getContactPhone());
-		// 默认联系人
+		entry.setPhone(this.resolveContactPhone(customer));
 		entry.setIsdefaultLinkman(Boolean.TRUE);
 		return List.of(entry);
 	}
 
+	private String resolveContactPhone(CustomerArchiveVO customer) {
+		if (Func.isNotBlank(customer.getContactPhone())) {
+			return customer.getContactPhone();
+		}
+		if (Func.isEmpty(customer.getContacts())) {
+			return null;
+		}
+		return customer.getContacts().stream()
+			.map(CustomerContactVO::getContactPhone)
+			.filter(Func::isNotBlank)
+			.findFirst()
+			.orElse(null);
+	}
+
 	/**
 	 * 金蝶伙伴类型编码：客商性质（nature_of_client 字典）——
 	 * 值为 dictKey（即伙伴类型编码，1~17）时直接使用；
@@ -248,35 +285,50 @@ public class CustomerBfiConverter {
 	}
 
 	/**
-	 * 经营范围多选编码 → 字典文本「、」拼接，字典缺失时回退原编码
+	 * 经营范围：长文本直传；兼容历史多选编码 → 字典文本「、」拼接。
 	 *
-	 * @param businessScope 逗号拼接的经营范围编码
+	 * @param businessScope 经营范围长文本或历史逗号拼接编码
 	 * @return 金蝶经营范围文本
 	 */
 	public String buildBusinessScopeText(String businessScope) {
 		if (Func.isEmpty(businessScope)) {
 			return "";
 		}
+		String text = businessScope.trim();
+		// 长文本（含中文描述）直接推送，不再按字典拆分
+		if (text.length() > 40 || text.contains("；") || text.contains("。") || text.contains("\n")) {
+			return text;
+		}
 		List<DictBiz> dictList = DictBizCache.getList("scope_of_business");
 		Map<String, String> scopeNames = dictList == null ? Map.of() : dictList.stream()
 			.collect(Collectors.toMap(DictBiz::getDictKey, DictBiz::getDictValue, (first, second) -> first));
-		return Func.toStrList(businessScope.replace("，", ",")).stream()
+		return Func.toStrList(text.replace("，", ",")).stream()
 			.map(code -> scopeNames.getOrDefault(code, code))
 			.collect(Collectors.joining("、"));
 	}
 
 	/**
-	 * 营业期限：长期传「长期」；固定期限传「至 yyyy-MM-dd」（TMS 未采集起始日）
+	 * 营业期限：长期传「长期」；固定期限传「yyyy-MM-dd 至 yyyy-MM-dd」或「至 yyyy-MM-dd」。
 	 *
-	 * @param businessTermType 营业期限类型
-	 * @param businessEndDate  营业期限截止日
+	 * @param businessTermType  营业期限类型
+	 * @param businessStartDate 营业期限开始日
+	 * @param businessEndDate   营业期限截止日
 	 * @return 金蝶营业期限文本
 	 */
-	public String buildBusinessTerm(String businessTermType, LocalDate businessEndDate) {
+	public String buildBusinessTerm(String businessTermType, LocalDate businessStartDate, LocalDate businessEndDate) {
 		if (CustomerBfiConstants.BUSINESS_TERM_LONG.equals(businessTermType)) {
-			return CustomerBfiConstants.BUSINESS_TERM_LONG;
+			if (businessStartDate == null) {
+				return CustomerBfiConstants.BUSINESS_TERM_LONG;
+			}
+			return businessStartDate + " 至 " + CustomerBfiConstants.BUSINESS_TERM_LONG;
 		}
-		return businessEndDate == null ? "" : "至 " + businessEndDate;
+		if (businessStartDate != null && businessEndDate != null) {
+			return businessStartDate + " 至 " + businessEndDate;
+		}
+		if (businessEndDate != null) {
+			return "至 " + businessEndDate;
+		}
+		return businessStartDate == null ? "" : String.valueOf(businessStartDate);
 	}
 
 }

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/ExceptionDisposalServiceImpl.java

@@ -50,6 +50,7 @@ import org.springblade.transport.pojo.vo.ExceptionDisposalVO;
 import org.springblade.transport.service.IDriverWaybillService;
 import org.springblade.transport.service.IExceptionDisposalService;
 import org.springblade.transport.service.IWaybillService;
+import org.springblade.transport.support.MpUserDataScopeSupport;
 import org.springblade.transport.support.TransportBusinessSupport;
 import org.springblade.transport.support.WaybillProcessSupport;
 import org.springframework.stereotype.Service;
@@ -117,15 +118,18 @@ public class ExceptionDisposalServiceImpl
 	private final IWaybillService waybillService;
 	private final IDriverWaybillService driverWaybillService;
 	private final LoadingManageMapper loadingManageMapper;
+	private final MpUserDataScopeSupport mpUserDataScopeSupport;
 
 	public ExceptionDisposalServiceImpl(ExceptionDisposalFollowRecordMapper followRecordMapper,
 										IWaybillService waybillService,
 										IDriverWaybillService driverWaybillService,
-										LoadingManageMapper loadingManageMapper) {
+										LoadingManageMapper loadingManageMapper,
+										MpUserDataScopeSupport mpUserDataScopeSupport) {
 		this.followRecordMapper = followRecordMapper;
 		this.waybillService = waybillService;
 		this.driverWaybillService = driverWaybillService;
 		this.loadingManageMapper = loadingManageMapper;
+		this.mpUserDataScopeSupport = mpUserDataScopeSupport;
 	}
 
 	@Override
@@ -929,6 +933,8 @@ public class ExceptionDisposalServiceImpl
 			.like(Func.isNotEmpty(query.getCarrierName()), ExceptionDisposal::getCarrierName, query.getCarrierName())
 			.eq(Func.isNotEmpty(query.getExceptionType()), ExceptionDisposal::getExceptionType, query.getExceptionType())
 			.eq(Func.isNotEmpty(query.getDisposalStatus()), ExceptionDisposal::getDisposalStatus, query.getDisposalStatus());
+		// 调度端列表按「权限组织 → 项目业务部门 → 项目」收口；司机端按运单查自己的异常时不套此过滤
+		mpUserDataScopeSupport.applyProjectScopeIfMpDispatcher(wrapper, ExceptionDisposal::getProjectId);
 		return wrapper.orderByDesc(ExceptionDisposal::getCreateTime);
 	}
 

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/FormalSettlementServiceImpl.java

@@ -350,9 +350,14 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 			.eq(SettlementAdjustment::getFormalSettlementId, id)
 			.orderByDesc(SettlementAdjustment::getCreateTime)).stream()
 			.map(this::toAdjustmentVO).toList());
-		vo.setChangeRecords(changeRecordMapper.selectList(Wrappers.<FormalSettlementChangeRecord>lambdaQuery()
-			.eq(FormalSettlementChangeRecord::getFormalSettlementId, id)
-			.orderByDesc(FormalSettlementChangeRecord::getChangeTime)));
+		List<FormalSettlementChangeRecord> changeRecords = changeRecordMapper.selectList(
+			Wrappers.<FormalSettlementChangeRecord>lambdaQuery()
+				.eq(FormalSettlementChangeRecord::getFormalSettlementId, id)
+				.orderByDesc(FormalSettlementChangeRecord::getChangeTime));
+		// 审批通过/驳回类不展示在变更记录中
+		vo.setChangeRecords(changeRecords.stream()
+			.filter(record -> !isApprovalChangeContent(record.getChangeContent()))
+			.toList());
 		return vo;
 	}
 
@@ -558,6 +563,8 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 			settlement.setKingdeeSyncStatus("unsynced");
 		}
 		if (first == null) copyHeader(contract, settlementType, directDetails.get(0), settlement); else copyHeader(first, settlement);
+		settlement.setBusinessModel(limit(request.getBusinessModel(), 64));
+		settlement.setTransportType(limit(request.getTransportType(), 64));
 		settlement.setExchangeRateDate(request.getExchangeRateDate());
 		settlement.setExchangeRate(request.getExchangeRate() == null ? BigDecimal.ONE : positive(request.getExchangeRate(), "结算汇率"));
 		BigDecimal sourceAmount = sources.stream().map(PreSettlement::getSettlementAmount).map(this::money).reduce(BigDecimal.ZERO, BigDecimal::add);
@@ -631,7 +638,7 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 		settlement.setCurrentProcessor(AuthUtil.getUserName());
 		settlement.setApprovedTime(LocalDateTime.now());
 		updateById(settlement);
-		saveChange(settlement.getId(), "结算单基本信息", null, "调整", "正式结算审批通过", request.getReason());
+		// 审批通过不落变更记录
 		// 审批事务提交后自动推送金蝶（AFTER_COMMIT 监听器消费，推送失败不影响审批结果）
 		eventPublisher.publishEvent(new KingdeeBillApprovedEvent(KingdeeBillApprovedEvent.BIZ_FORMAL_SETTLEMENT, settlement.getId()));
 	}
@@ -1268,8 +1275,30 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 		}
 		Map<Long, ReceivablePayableCargoFee> sourceFeeMap = receivablePayableCargoFeeMapper.selectBatchIds(sourceFeeIds).stream()
 			.collect(Collectors.toMap(ReceivablePayableCargoFee::getId, Function.identity(), (left, right) -> left));
+		// 历史数据可能把预结算费用行ID误写入 sourceFeeId，需再解析到应收应付费用行
+		List<Long> unresolvedIds = sourceFeeIds.stream().filter(id -> !sourceFeeMap.containsKey(id)).toList();
+		Map<Long, PreSettlementDetailFee> preFeeMap = unresolvedIds.isEmpty() ? Map.of()
+			: preDetailFeeMapper.selectBatchIds(unresolvedIds).stream()
+			.collect(Collectors.toMap(PreSettlementDetailFee::getId, Function.identity(), (left, right) -> left));
+		List<Long> receivableFeeIds = preFeeMap.values().stream().map(PreSettlementDetailFee::getSourceFeeId)
+			.filter(Objects::nonNull).distinct().toList();
+		if (!receivableFeeIds.isEmpty()) {
+			receivablePayableCargoFeeMapper.selectBatchIds(receivableFeeIds).forEach(item ->
+				sourceFeeMap.putIfAbsent(item.getId(), item));
+		}
 		fees.forEach(fee -> {
-			ReceivablePayableCargoFee sourceFee = sourceFeeMap.get(fee.getSourceFeeId());
+			Long sourceFeeId = fee.getSourceFeeId();
+			ReceivablePayableCargoFee sourceFee = sourceFeeMap.get(sourceFeeId);
+			if (sourceFee == null && sourceFeeId != null) {
+				PreSettlementDetailFee preFee = preFeeMap.get(sourceFeeId);
+				if (preFee != null && preFee.getSourceFeeId() != null) {
+					sourceFee = sourceFeeMap.get(preFee.getSourceFeeId());
+					if (sourceFee != null) {
+						// 仅回写响应，便于前端试算；不落库覆盖历史 sourceFeeId
+						fee.setSourceFeeId(preFee.getSourceFeeId());
+					}
+				}
+			}
 			if (sourceFee != null) {
 				fee.setBillingRulesJson(sourceFee.getBillingRulesJson());
 			}
@@ -2029,7 +2058,11 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 		for (PreSettlementDetailFee item : fees) {
 			FormalSettlementDetailFee fee = Objects.requireNonNull(BeanUtil.copyProperties(item, FormalSettlementDetailFee.class));
 			fee.setTransportQuantity(money(fee.getTransportQuantity()));
-			fee.setId(null); fee.setFormalSettlementDetailId(target.getId()); fee.setSourceFeeId(item.getId()); detailFeeMapper.insert(fee);
+			fee.setId(null);
+			fee.setFormalSettlementDetailId(target.getId());
+			// 优先保留应收应付费用行ID，便于正式结算调整时按合同计费方案试算
+			fee.setSourceFeeId(item.getSourceFeeId() != null ? item.getSourceFeeId() : item.getId());
+			detailFeeMapper.insert(fee);
 		}
 		if (fees.isEmpty()) createSingleFee(target);
 	}
@@ -2334,7 +2367,10 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 		settlement.setApprovalStatus(target); settlement.setCurrentNode(node); settlement.setCurrentProcessor(AuthUtil.getUserName());
 		if (TransportBusiConstant.RETURNED.equals(target)) settlement.setVoidReason(limit(reason, 200));
 		updateById(settlement);
-		saveChange(settlement.getId(), "结算单基本信息", null, "调整", node, reason);
+		// 审批驳回不落变更记录；提交等其它状态流转仍记录
+		if (!TransportBusiConstant.RETURNED.equals(target)) {
+			saveChange(settlement.getId(), "结算单基本信息", null, "调整", node, reason);
+		}
 	}
 
 	private void saveManualSummaryFeeChange(Long settlementId, boolean creating, String beforeFeeType,
@@ -2393,6 +2429,14 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 		}
 	}
 
+	/** 审批通过、驳回等审批流转不落变更记录。 */
+	private boolean isApprovalChangeContent(String content) {
+		if (Func.isEmpty(content)) {
+			return false;
+		}
+		return content.contains("审批通过") || content.contains("审批驳回") || "已驳回".equals(content);
+	}
+
 	private void saveChange(Long settlementId, String changeType, Integer lineNo, String operationType,
 		String content, String reason) {
 		saveChange(settlementId, changeType, lineNo, operationType, content, reason, null, null);
@@ -2400,6 +2444,9 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 
 	private void saveChange(Long settlementId, String changeType, Integer lineNo, String operationType,
 		String content, String reason, Map<String, Object> beforeData, Map<String, Object> afterData) {
+		if (isApprovalChangeContent(content)) {
+			return;
+		}
 		FormalSettlementChangeRecord record = new FormalSettlementChangeRecord();
 		record.setFormalSettlementId(settlementId);
 		record.setChangeType(changeType);

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/LoadingManageServiceImpl.java

@@ -20,9 +20,11 @@ import org.springblade.system.pojo.entity.Dept;
 import org.springblade.transport.excel.LoadingManageExcel;
 import org.springblade.transport.mapper.LoadingManageMapper;
 import org.springblade.transport.mapper.WaybillMapper;
+import org.springblade.transport.mapper.WaybillNodePunchMapper;
 import org.springblade.transport.pojo.entity.ContractManage;
 import org.springblade.transport.pojo.entity.LoadingManage;
 import org.springblade.transport.pojo.entity.Waybill;
+import org.springblade.transport.pojo.entity.WaybillNodePunch;
 import org.springblade.transport.pojo.vo.BusinessRemoveResultVO;
 import org.springblade.transport.pojo.vo.LoadingCarrierContractVO;
 import org.springblade.transport.pojo.vo.LoadingManageVO;
@@ -74,6 +76,9 @@ public class LoadingManageServiceImpl extends BaseServiceImpl<LoadingManageMappe
 	@Resource
 	private WaybillMapper waybillMapper;
 
+	@Resource
+	private WaybillNodePunchMapper waybillNodePunchMapper;
+
 	@Resource
 	private IContractManageService contractManageService;
 
@@ -139,10 +144,26 @@ public class LoadingManageServiceImpl extends BaseServiceImpl<LoadingManageMappe
 			loadingManage.setLoadingNo(nextCode());
 		}
 		validateCarrierContract(loadingManage, false);
+		if (STATUS_RUNNING.equals(businessStatus) && Func.isNotEmpty(loadingManage.getId())) {
+			LoadingManage oldRecord = getById(loadingManage.getId());
+			if (oldRecord != null) {
+				validateRunningImmutableTaskFields(oldRecord, loadingManage);
+				Set<Long> nextIds = new HashSet<>(waybillIds(loadingManage.getWaybillIdsJson()));
+				for (Long oldId : oldWaybillIds) {
+					if (oldId != null && !nextIds.contains(oldId) && hasLoadOrUnloadPunch(oldId)) {
+						throw new ServiceException("已打卡的子运单不可从进行中配载单移除");
+					}
+				}
+			}
+		}
 		boolean result = saveOrUpdate(loadingManage);
 		// 草稿仅预占运单号，不把运单业务状态改成 draft；正式确认时再完整同步为待执行
 		if (STATUS_DRAFT.equals(businessStatus)) {
 			syncDraftWaybillReservation(loadingManage, oldWaybillIds);
+		} else if (STATUS_RUNNING.equals(businessStatus)) {
+			// 进行中暂存：不重置原有子单状态/接单，仅同步任务信息与新增子单
+			List<Waybill> waybills = loadWaybills(waybillIds(loadingManage.getWaybillIdsJson()));
+			writeWaybillsForRunningEdit(loadingManage, oldWaybillIds, waybills);
 		} else {
 			syncAssociatedWaybills(loadingManage, businessStatus, oldWaybillIds);
 		}
@@ -156,28 +177,103 @@ public class LoadingManageServiceImpl extends BaseServiceImpl<LoadingManageMappe
 		validate(loadingManage, false);
 		List<Long> oldWaybillIds = new ArrayList<>();
 		boolean ownChildrenAdmitted = false;
+		boolean runningEdit = false;
+		LoadingManage oldRecord = null;
 		if (Func.isNotEmpty(loadingManage.getId())) {
-			LoadingManage oldRecord = loadEditable(loadingManage.getId(), true);
+			oldRecord = loadEditable(loadingManage.getId(), true);
 			oldWaybillIds = waybillIds(oldRecord.getWaybillIdsJson());
 			// 草稿只预占运单号、未过判据，草稿转正式不得沿用本单豁免
 			ownChildrenAdmitted = !STATUS_DRAFT.equals(oldRecord.getBusinessStatus());
+			runningEdit = STATUS_RUNNING.equals(oldRecord.getBusinessStatus());
 			loadingManage.setLoadingNo(oldRecord.getLoadingNo());
 			loadingManage.setDeptId(oldRecord.getDeptId());
 			loadingManage.setDeptName(oldRecord.getDeptName());
 		}
 		prepareCreateOrUpdate(loadingManage);
-		// 确认提交：草稿/新建统一生成正式配载单（待执行）
-		loadingManage.setBusinessStatus(STATUS_PENDING);
 		if (Func.isEmpty(loadingManage.getLoadingNo())) {
 			loadingManage.setLoadingNo(nextCode());
 		}
 		List<Waybill> waybills = validateWaybillsAvailable(loadingManage, waybillIds(loadingManage.getWaybillIdsJson()), ownChildrenAdmitted);
 		validateCarrierContract(loadingManage, true, waybills);
+		if (runningEdit && oldRecord != null) {
+			validateRunningEdit(oldRecord, loadingManage, waybills, oldWaybillIds);
+		}
+		// 进行中编辑保持 running；新建/草稿确认按项目过程配置：需接单→待执行，无需接单→进行中
+		loadingManage.setBusinessStatus(runningEdit ? STATUS_RUNNING : deriveLoadingBusinessStatus(waybills));
 		boolean result = saveOrUpdate(loadingManage);
-		writeWaybillsForDriver(loadingManage, oldWaybillIds, waybills);
+		// 进行中编辑：保留原有子单状态与接单事实，仅对新加入子单做派车同步
+		if (runningEdit) {
+			writeWaybillsForRunningEdit(loadingManage, oldWaybillIds, waybills);
+		} else {
+			writeWaybillsForDriver(loadingManage, oldWaybillIds, waybills);
+		}
 		return result;
 	}
 
+	/**
+	 * 进行中配载编辑校验：必填任务字段不可改；已装/卸打卡的子运单不可移除。
+	 */
+	private void validateRunningEdit(LoadingManage oldRecord, LoadingManage incoming,
+									 List<Waybill> waybills, List<Long> oldWaybillIds) {
+		validateRunningImmutableTaskFields(oldRecord, incoming);
+		Set<Long> nextIds = waybills.stream().map(Waybill::getId).filter(Objects::nonNull).collect(Collectors.toSet());
+		for (Long oldId : oldWaybillIds) {
+			if (oldId == null || nextIds.contains(oldId)) {
+				continue;
+			}
+			if (hasLoadOrUnloadPunch(oldId)) {
+				throw new ServiceException("已打卡的子运单不可从进行中配载单移除");
+			}
+		}
+	}
+
+	private void validateRunningImmutableTaskFields(LoadingManage oldRecord, LoadingManage incoming) {
+		if (!Objects.equals(trimText(oldRecord.getCarrierType()), trimText(incoming.getCarrierType()))) {
+			throw new ServiceException("进行中配载单不允许修改承运类型");
+		}
+		if (Objects.equals(oldRecord.getCarrierType(), "承运商")
+			&& !Objects.equals(oldRecord.getCarrierContractId(), incoming.getCarrierContractId())) {
+			throw new ServiceException("进行中配载单不允许修改承运商");
+		}
+		if (!Objects.equals(trimText(oldRecord.getVehicleNo()), trimText(incoming.getVehicleNo()))) {
+			throw new ServiceException("进行中配载单不允许修改车牌号");
+		}
+		if (Objects.equals(oldRecord.getCarrierType(), CARRIER_SELF)) {
+			if (!Objects.equals(trimText(oldRecord.getDriverName()), trimText(incoming.getDriverName()))) {
+				throw new ServiceException("进行中配载单不允许修改司机");
+			}
+			if (!Objects.equals(trimText(oldRecord.getDriverPhone()), trimText(incoming.getDriverPhone()))) {
+				throw new ServiceException("进行中配载单不允许修改手机号");
+			}
+		}
+	}
+
+	private boolean hasLoadOrUnloadPunch(Long waybillId) {
+		if (waybillId == null) {
+			return false;
+		}
+		List<WaybillNodePunch> punches = waybillNodePunchMapper.selectList(Wrappers.<WaybillNodePunch>lambdaQuery()
+			.eq(WaybillNodePunch::getWaybillId, waybillId)
+			.eq(WaybillNodePunch::getIsDeleted, 0));
+		return punches.stream().anyMatch(this::isLoadOrUnloadPunch);
+	}
+
+	private boolean isLoadOrUnloadPunch(WaybillNodePunch punch) {
+		if (punch == null) {
+			return false;
+		}
+		String code = Func.toStr(punch.getNodeCode(), "").trim().toLowerCase();
+		String name = Func.toStr(punch.getNodeName(), "").trim();
+		return "load".equals(code) || name.contains("装货")
+			|| "unload".equals(code) || name.contains("卸货")
+			|| "arrival".equals(code) || name.contains("到货")
+			|| "sign".equals(code) || name.contains("签收");
+	}
+
+	private String trimText(String value) {
+		return Func.toStr(value, "").trim();
+	}
+
 	@Override
 	@Transactional(rollbackFor = Exception.class)
 	public void createFromImportedWaybills(String loadingNo, List<Waybill> waybills) {
@@ -776,8 +872,8 @@ public class LoadingManageServiceImpl extends BaseServiceImpl<LoadingManageMappe
 		String prefix = "运单" + waybill.getWaybillNo();
 		return prefix + switch (reason) {
 			case NOT_ROAD -> "运输方式不是公路，不可配载";
-			case NOT_PENDING -> "当前状态不是待执行，不可配载";
-			case ON_OTHER_MANIFEST -> "已关联其他配载单";
+			case NOT_LOADABLE_STATUS -> "当前状态不是待执行或进行中，不可配载";
+			case ON_OTHER_MANIFEST -> "已关联其他有效配载单";
 		};
 	}
 
@@ -910,6 +1006,108 @@ public class LoadingManageServiceImpl extends BaseServiceImpl<LoadingManageMappe
 		clearAssociatedWaybillAcceptRecords(loadingManage);
 	}
 
+	/**
+	 * 进行中配载编辑同步：原有子单只更新任务可选信息，保留业务状态与接单事实；
+	 * 新加入子单按正常派车逻辑推导状态并清接单；被移除且未打卡的子单释放回待执行。
+	 */
+	private void writeWaybillsForRunningEdit(LoadingManage loadingManage, List<Long> oldWaybillIds, List<Waybill> waybills) {
+		List<Long> newWaybillIds = waybillIds(loadingManage.getWaybillIdsJson());
+		Set<Long> oldIdSet = new HashSet<>(oldWaybillIds);
+		List<Long> removedIds = oldWaybillIds.stream()
+			.filter(id -> id != null && !newWaybillIds.contains(id))
+			.toList();
+		releaseAssociatedWaybills(removedIds, STATUS_PENDING);
+		List<Long> keptIds = newWaybillIds.stream()
+			.filter(oldIdSet::contains)
+			.toList();
+		if (Func.isNotEmpty(keptIds)) {
+			updateAssociatedWaybillTaskFields(loadingManage, keptIds, null);
+		}
+		List<Long> addedIds = newWaybillIds.stream()
+			.filter(id -> id != null && !oldIdSet.contains(id))
+			.toList();
+		if (Func.isEmpty(addedIds)) {
+			return;
+		}
+		List<Waybill> addedWaybills = waybills.stream()
+			.filter(waybill -> waybill.getId() != null && addedIds.contains(waybill.getId()))
+			.toList();
+		Map<Long, String> statusByWaybillId = deriveWaybillBusinessStatuses(addedWaybills);
+		Map<String, List<Long>> waybillIdsByStatus = new LinkedHashMap<>();
+		for (Long waybillId : addedIds) {
+			waybillIdsByStatus
+				.computeIfAbsent(statusByWaybillId.getOrDefault(waybillId, STATUS_PENDING), key -> new ArrayList<>())
+				.add(waybillId);
+		}
+		waybillIdsByStatus.forEach((status, ids) -> updateAssociatedWaybillFields(loadingManage, ids, status));
+		clearWaybillAcceptRecords(addedIds);
+	}
+
+	private void updateAssociatedWaybillTaskFields(LoadingManage loadingManage, List<Long> waybillIds, String status) {
+		if (Func.isEmpty(waybillIds)) {
+			return;
+		}
+		var update = Wrappers.<Waybill>lambdaUpdate()
+			.in(Waybill::getId, waybillIds)
+			.set(Waybill::getLoadingNo, loadingManage.getLoadingNo())
+			.set(Waybill::getCarrierType, loadingManage.getCarrierType())
+			.set(Waybill::getCarrierContractId, loadingManage.getCarrierContractId())
+			.set(Waybill::getCarrierName, loadingManage.getCarrierName())
+			.set(Waybill::getDriverName, loadingManage.getDriverName())
+			.set(Waybill::getDriverPhone, loadingManage.getDriverPhone())
+			.set(Waybill::getVehicleNo, loadingManage.getVehicleNo())
+			.set(Waybill::getTrailerVehicleNo, loadingManage.getTrailerVehicleNo())
+			.set(Waybill::getEscortName, loadingManage.getEscortName())
+			.set(Waybill::getEscortPhone, loadingManage.getEscortPhone())
+			.set(Waybill::getMileage, loadingManage.getMileage())
+			.set(Waybill::getEstimatedStartTime, toDateTime(loadingManage.getEstimatedStartDate()))
+			.set(Waybill::getEstimatedEndTime, toDateTime(loadingManage.getEstimatedEndDate()))
+			.set(Waybill::getTaskRemark, loadingManage.getTaskRemark())
+			.set(Waybill::getTaskInfoJson, loadingManage.getTaskInfoJson())
+			.set(Waybill::getCurrentProcessNode, loadingManage.getCurrentProcessNode());
+		if (Func.isNotEmpty(status)) {
+			update.set(Waybill::getBusinessStatus, status);
+			if (STATUS_COMPLETED.equals(status)) {
+				update.set(Waybill::getEndDate, LocalDate.now());
+			}
+		}
+		waybillMapper.update(null, update);
+	}
+
+	private void clearWaybillAcceptRecords(List<Long> waybillIds) {
+		if (Func.isEmpty(waybillIds)) {
+			return;
+		}
+		waybillMapper.update(null, Wrappers.<Waybill>lambdaUpdate()
+			.in(Waybill::getId, waybillIds)
+			.set(Waybill::getDriverAcceptStatus, WaybillProcessSupport.ACCEPT_PENDING)
+			.set(Waybill::getDriverAcceptTime, null)
+			.set(Waybill::getDriverAcceptDriverId, null)
+			.set(Waybill::getDriverRejectTime, null)
+			.set(Waybill::getDriverRejectReason, null));
+	}
+
+	/**
+	 * 配载单业务状态按子运单所属项目的实时过程配置推导：需要接单 → 待执行，不需要 → 进行中。
+	 * <p>
+	 * 一张配载单的子运单同属一个项目，任一张需接单则整单待执行。
+	 */
+	private String deriveLoadingBusinessStatus(List<Waybill> waybills) {
+		if (Func.isEmpty(waybills)) {
+			return STATUS_RUNNING;
+		}
+		Map<Long, String> liveConfigByProject = LiveProcessConfigSupport.byProjects(processConfigService,
+			waybills.stream().map(Waybill::getProjectId).toList());
+		for (Waybill waybill : waybills) {
+			String processJson = LiveProcessConfigSupport.resolve(
+				liveConfigByProject.get(waybill.getProjectId()), waybill.getProcessJson());
+			if (WaybillProcessSupport.requiresDriverAcceptConfirmation(processJson)) {
+				return STATUS_PENDING;
+			}
+		}
+		return STATUS_RUNNING;
+	}
+
 	/**
 	 * 子运单业务状态逐张按各自项目的实时过程配置推导：需要接单 → 待执行，不需要 → 进行中。
 	 * <p>

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/ManageWaybillServiceImpl.java

@@ -33,6 +33,7 @@ import org.springblade.core.secure.utils.AuthUtil;
 import org.springblade.core.tool.utils.DateUtil;
 import org.springblade.core.tool.utils.Func;
 import org.springblade.system.cache.UserDisplayCache;
+import org.springblade.system.utils.MpUserAuth;
 import org.springblade.transport.pojo.entity.Driver;
 import org.springblade.transport.pojo.entity.ExceptionDisposal;
 import org.springblade.transport.pojo.entity.LoadingManage;
@@ -59,6 +60,7 @@ import org.springblade.transport.service.IManageWaybillService;
 import org.springblade.transport.service.IRiskDisposalService;
 import org.springblade.transport.service.ITripQueryService;
 import org.springblade.transport.service.IWaybillService;
+import org.springblade.transport.support.MpUserDataScopeSupport;
 import org.springblade.transport.support.TransportBusinessSupport;
 import org.springblade.transport.support.WaybillCargoSupport;
 import org.springblade.transport.support.WaybillProcessSupport;
@@ -89,8 +91,8 @@ import java.util.stream.Collectors;
  * 列表与详情与司机端同粒度：取数、状态聚合、接单需求合并都调共享运次读服务，
  * 本类只做字段裁剪与调度端独有的筛选（组织类型 / 异常 / 创建时间 / 待重新派单）。
  * <p>
- * 小程序调度账号（如「小程序管理」）组织常与运单业务组织不一致，故不做 dept 过滤，
- * 仅依赖租户隔离，口径接近后台 {@code /waybill-manage/list?allDept=1}。
+ * 小程序调度端：所属组织 + 数据权限范围 + 数据层级范围 → 业务部门在范围内的项目 → 再取这些项目的运单；
+ * 异常/风险与运单同一项目口径。系统用户仍按「所属组织 / 超管不过滤」。
  */
 @Service
 @RequiredArgsConstructor
@@ -139,13 +141,14 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 	private final IDriverWaybillService driverWaybillService;
 	private final ITripQueryService tripQueryService;
 	private final ILoadingManageService loadingManageService;
+	private final MpUserDataScopeSupport mpUserDataScopeSupport;
 
 	@Override
 	public AdminHomeStatsVO stats() {
 		AdminHomeStatsVO vo = new AdminHomeStatsVO();
 		// 三档状态按运次计：有配载单的一趟车算一个，与列表和司机端同一份聚合
 		TripQueryVO query = TripQueryVO.forAdmin();
-		query.setDeptIds(manageableDeptIds());
+		applyAdminDataScope(query);
 		TripTabCountsVO tripCounts = tripQueryService.tabCounts(query);
 		vo.setPendingAccept(tripCounts.getPending());
 		vo.setTransporting(tripCounts.getDoing());
@@ -183,7 +186,7 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 		// 组织类型 / 异常 / 创建时间都是子单行级条件，与状态、关键字、分页一起交给运次读服务，
 		// 一次取数取完整趟车：分组、分档、筛选、排序与分页都在它那边算完
 		TripQueryVO query = TripQueryVO.forAdmin();
-		query.setDeptIds(manageableDeptIds());
+		applyAdminDataScope(query);
 		query.setStatus(toTripStatus(status));
 		query.setKeyword(keyword);
 		query.setTransportOrgType(transportType);
@@ -231,7 +234,7 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 
 		Set<Long> exceptionWaybillIds = loadIncompleteExceptionWaybillIds();
 		TripQueryVO query = TripQueryVO.forAdmin();
-		query.setDeptIds(manageableDeptIds());
+		applyAdminDataScope(query);
 		query.setKeyword(keyword);
 		// 待处理只要待接单与进行中两档；「未拒单」也是交给运次读服务按子单行筛
 		query.setStatuses(List.of(0, 1));
@@ -669,11 +672,8 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 			SQL_MAX_REJECT_TIME + " AS driver_reject_time", SQL_MAX_CREATE_TIME + " AS create_time");
 		wrapper.eq("driver_accept_status", ACCEPT_REJECTED);
 		wrapper.in("business_status", STATUS_PENDING, STATUS_RUNNING);
-		// 这条查询不经运次读服务，组织收口得自己带上，否则待重派列表与首页重派角标会出别的组织的单
-		List<Long> deptIds = manageableDeptIds();
-		if (Func.isNotEmpty(deptIds)) {
-			wrapper.in("dept_id", deptIds);
-		}
+		// 这条查询不经运次读服务，数据权限收口得自己带上，否则待重派列表与首页重派角标会越权
+		applyAdminDataScope(wrapper);
 		wrapper.groupBy(TripAggregation.SQL_TRIP_KEY);
 		return wrapper;
 	}
@@ -892,10 +892,50 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 	}
 
 	/**
-	 * 调度端可见组织：普通用户（含各级角色）只出自己所属组织，超级管理员不过滤。
-	 * <p>
-	 * 小程序不校验「所属组织不能为空」：账号没有组织时不按组织收口，避免首页、待处理等接口直接报错。
-	 * 详情与重新派单本身不走这里。
+	 * 调度端数据权限落到运次查询条件：小程序按可见项目，系统用户按所属组织。
+	 */
+	private void applyAdminDataScope(TripQueryVO query) {
+		if (query == null) {
+			return;
+		}
+		if (MpUserAuth.isMpUser()) {
+			query.setProjectIds(manageableProjectIds());
+			return;
+		}
+		query.setDeptIds(manageableDeptIds());
+	}
+
+	/**
+	 * 待重派等直查运单表时的数据权限：小程序按 project_id，系统用户按 dept_id。
+	 */
+	private void applyAdminDataScope(QueryWrapper<Waybill> wrapper) {
+		if (wrapper == null) {
+			return;
+		}
+		if (MpUserAuth.isMpUser()) {
+			List<Long> projectIds = manageableProjectIds();
+			if (Func.isNotEmpty(projectIds)) {
+				wrapper.in("project_id", projectIds);
+			}
+			return;
+		}
+		List<Long> deptIds = manageableDeptIds();
+		if (Func.isNotEmpty(deptIds)) {
+			wrapper.in("dept_id", deptIds);
+		}
+	}
+
+	/**
+	 * 小程序调度端可见项目：所属组织 + 数据权限范围 + 数据层级范围 → 业务部门在范围内的项目。
+	 * 空列表不过滤；[-1] 表示无权限。
+	 */
+	private List<Long> manageableProjectIds() {
+		List<Long> projectIds = mpUserDataScopeSupport.resolveVisibleProjectIdsForQuery();
+		return projectIds == null ? List.of() : projectIds;
+	}
+
+	/**
+	 * 系统用户可见组织：普通账号只出所属组织，超管不过滤；组织为空不拦截。
 	 */
 	private List<Long> manageableDeptIds() {
 		if (TransportBusinessSupport.isAdministrator()) {
@@ -919,10 +959,12 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 	}
 
 	private Set<Long> loadIncompleteExceptionWaybillIds() {
-		List<ExceptionDisposal> list = exceptionDisposalService.list(Wrappers.<ExceptionDisposal>lambdaQuery()
+		LambdaQueryWrapper<ExceptionDisposal> wrapper = Wrappers.<ExceptionDisposal>lambdaQuery()
 			.select(ExceptionDisposal::getWaybillId)
 			.in(ExceptionDisposal::getDisposalStatus, DISPOSAL_PENDING, DISPOSAL_PROCESSING)
-			.isNotNull(ExceptionDisposal::getWaybillId));
+			.isNotNull(ExceptionDisposal::getWaybillId);
+		applyExceptionDeptScope(wrapper);
+		List<ExceptionDisposal> list = exceptionDisposalService.list(wrapper);
 		Set<Long> ids = new HashSet<>();
 		for (ExceptionDisposal item : list) {
 			if (item.getWaybillId() != null) {
@@ -932,6 +974,38 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 		return ids;
 	}
 
+	/** 异常与运单同一套项目口径（小程序）；系统用户仍按组织 */
+	private void applyExceptionDeptScope(LambdaQueryWrapper<ExceptionDisposal> wrapper) {
+		if (MpUserAuth.isMpUser()) {
+			List<Long> projectIds = manageableProjectIds();
+			if (Func.isNotEmpty(projectIds)) {
+				wrapper.in(ExceptionDisposal::getProjectId, projectIds);
+			}
+			return;
+		}
+		List<Long> deptIds = manageableDeptIds();
+		if (Func.isNotEmpty(deptIds)) {
+			wrapper.in(ExceptionDisposal::getDeptId, deptIds);
+		}
+	}
+
+	/** 风险无项目字段：小程序按关联运单的项目收口；系统用户按组织 */
+	private void applyRiskDeptScope(LambdaQueryWrapper<RiskDisposal> wrapper) {
+		if (MpUserAuth.isMpUser()) {
+			List<Long> projectIds = manageableProjectIds();
+			if (Func.isNotEmpty(projectIds)) {
+				String inList = projectIds.stream().map(String::valueOf).collect(Collectors.joining(","));
+				wrapper.inSql(RiskDisposal::getWaybillId,
+					"SELECT id FROM blade_waybill WHERE is_deleted = 0 AND project_id IN (" + inList + ")");
+			}
+			return;
+		}
+		List<Long> deptIds = manageableDeptIds();
+		if (Func.isNotEmpty(deptIds)) {
+			wrapper.in(RiskDisposal::getDeptId, deptIds);
+		}
+	}
+
 	private AdminWaybillCardVO toCard(Waybill waybill, boolean hasException) {
 		AdminWaybillCardVO card = new AdminWaybillCardVO();
 		card.setId(waybill.getId());
@@ -1062,13 +1136,17 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 	}
 
 	private long countIncompleteExceptions() {
-		return exceptionDisposalService.count(Wrappers.<ExceptionDisposal>lambdaQuery()
-			.in(ExceptionDisposal::getDisposalStatus, DISPOSAL_PENDING, DISPOSAL_PROCESSING));
+		LambdaQueryWrapper<ExceptionDisposal> wrapper = Wrappers.<ExceptionDisposal>lambdaQuery()
+			.in(ExceptionDisposal::getDisposalStatus, DISPOSAL_PENDING, DISPOSAL_PROCESSING);
+		applyExceptionDeptScope(wrapper);
+		return exceptionDisposalService.count(wrapper);
 	}
 
 	private long countPendingRisks() {
-		return riskDisposalService.count(Wrappers.<RiskDisposal>lambdaQuery()
-			.eq(RiskDisposal::getDisposalStatus, RISK_PENDING));
+		LambdaQueryWrapper<RiskDisposal> wrapper = Wrappers.<RiskDisposal>lambdaQuery()
+			.eq(RiskDisposal::getDisposalStatus, RISK_PENDING);
+		applyRiskDeptScope(wrapper);
+		return riskDisposalService.count(wrapper);
 	}
 
 	/**
@@ -1110,10 +1188,12 @@ public class ManageWaybillServiceImpl implements IManageWaybillService {
 	}
 
 	private List<TimedTodo> buildExceptionFeed() {
-		List<ExceptionDisposal> list = exceptionDisposalService.list(Wrappers.<ExceptionDisposal>lambdaQuery()
+		LambdaQueryWrapper<ExceptionDisposal> wrapper = Wrappers.<ExceptionDisposal>lambdaQuery()
 			.in(ExceptionDisposal::getDisposalStatus, DISPOSAL_PENDING, DISPOSAL_PROCESSING)
 			.orderByDesc(ExceptionDisposal::getReportTime)
-			.last("LIMIT " + FEED_LIMIT));
+			.last("LIMIT " + FEED_LIMIT);
+		applyExceptionDeptScope(wrapper);
+		List<ExceptionDisposal> list = exceptionDisposalService.list(wrapper);
 		return list.stream()
 			.map(disposal -> new TimedTodo(toTodoItem(disposal), exceptionTimeOf(disposal)))
 			.collect(Collectors.toList());

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/PaymentApplicationServiceImpl.java

@@ -2131,21 +2131,18 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 		if (settlements.isEmpty()) return;
 		settlementRelationMapper.delete(Wrappers.<PaymentApplicationSettlement>lambdaQuery()
 			.eq(PaymentApplicationSettlement::getPaymentApplicationId, entity.getId()));
-		boolean customAmounts = settlements.size() > 1 && lines != null && !lines.isEmpty();
+		boolean customAmounts = this.useSpecifiedLineAmounts(lines);
 		BigDecimal totalBase = settlements.stream()
 			.map(item -> payableOfFormalSettlement(item.getId(), item.getSettlementAmount(), entity.getId()))
 			.reduce(BigDecimal.ZERO, BigDecimal::add);
 		BigDecimal remainingApplied = money(entity.getAppliedAmount());
 		BigDecimal remainingPaid = money(entity.getPaidAmount());
 		if (customAmounts) {
-			BigDecimal lineTotal = BigDecimal.ZERO;
 			for (FormalSettlement settlement : settlements) {
 				BigDecimal payable = payableOfFormalSettlement(settlement.getId(), settlement.getSettlementAmount(), entity.getId());
 				BigDecimal applied = this.specifiedAppliedAmount(lines, settlement.getId(), null);
 				this.assertAppliedWithinPayable(settlement.getFormalSettlementNo(), applied, payable);
-				lineTotal = lineTotal.add(applied);
 			}
-			this.assertLineTotalMatches(entity, lineTotal);
 		}
 		for (int index = 0; index < settlements.size(); index++) {
 			FormalSettlement settlement = settlements.get(index);
@@ -2243,20 +2240,18 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 			return;
 		}
 		// 单选/多选均落关联行，生成即占用可付款额度（删除草稿或审核不通过后释放）
-		boolean customAmounts = targetSettlements.size() > 1 && lines != null && !lines.isEmpty();
+		// 结算行付款金额独立于付款基本信息中的申请付款金额，有明细时按行保存
+		boolean customAmounts = this.useSpecifiedLineAmounts(lines);
 		BigDecimal totalBase = targetSettlements.stream()
 			.map(item -> payableOfPreSettlement(item.getId(), item.getSettlementAmount(), entity.getId()))
 			.reduce(BigDecimal.ZERO, BigDecimal::add);
 		BigDecimal remainingApplied = money(entity.getAppliedAmount());
 		if (customAmounts) {
-			BigDecimal lineTotal = BigDecimal.ZERO;
 			for (PreSettlement settlement : targetSettlements) {
 				BigDecimal payable = payableOfPreSettlement(settlement.getId(), settlement.getSettlementAmount(), entity.getId());
 				BigDecimal applied = this.specifiedAppliedAmount(lines, null, settlement.getId());
 				this.assertAppliedWithinPayable(settlement.getPreSettlementNo(), applied, payable);
-				lineTotal = lineTotal.add(applied);
 			}
-			this.assertLineTotalMatches(entity, lineTotal);
 		}
 		for (int index = 0; index < targetSettlements.size(); index++) {
 			PreSettlement settlement = targetSettlements.get(index);
@@ -2307,11 +2302,9 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 		}
 	}
 
-	private void assertLineTotalMatches(PaymentApplication entity, BigDecimal lineTotal) {
-		BigDecimal appliedAmount = money(entity.getAppliedAmount()).setScale(2, RoundingMode.HALF_UP);
-		if (lineTotal.setScale(2, RoundingMode.HALF_UP).compareTo(appliedAmount) != 0) {
-			throw new ServiceException("申请付款金额须等于各结算单付款金额合计");
-		}
+	/** 前端传入结算行付款金额时，按行落库，不再要求合计等于申请付款金额。 */
+	private boolean useSpecifiedLineAmounts(List<PaymentApplicationSettlementLineRequest> lines) {
+		return lines != null && !lines.isEmpty();
 	}
 
 	private void validateQuota(PaymentApplication entity) {
@@ -2563,44 +2556,11 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 	private void validateBill(BillLedger ledger, Long deptId, BigDecimal amount, boolean checkMaturity,
 		Long paymentApplicationId, Long settlementId, Long preSettlementId) {
 		if (ledger == null || Objects.equals(ledger.getIsDeleted(), 1)) throw new ServiceException("所选汇票台账不存在");
-		boolean partyMatched = settlementPartiesMatch(ledger, settlementId, preSettlementId);
-		if (!"received".equals(ledger.getBillType()) && !partyMatched) {
-			throw new ServiceException("汇票付款仅可选择收票类型的汇票，或出票单位与收票单位均为当前结算收付款方的汇票");
-		}
 		if (checkMaturity && (ledger.getMaturityDate() == null || ledger.getMaturityDate().isBefore(LocalDate.now()))) {
 			throw new ServiceException("所选汇票已到期");
 		}
 		BigDecimal available = money(ledger.getAvailableBalance()).add(occupiedAmount(paymentApplicationId, ledger.getId()));
 		if (money(amount).compareTo(available) > 0) throw new ServiceException("申请付款金额超过汇票可用余额");
-		if (!partyMatched && !departmentAvailable(ledger, deptId)) throw new ServiceException("当前使用部门不在汇票可用部门范围内");
-	}
-
-	/** 出票单位、收票单位与结算付款方、收款方一致（顺序不限） */
-	private boolean settlementPartiesMatch(BillLedger ledger, Long settlementId, Long preSettlementId) {
-		String payerName = null;
-		String payeeName = null;
-		if (settlementId != null) {
-			FormalSettlement settlement = formalSettlementMapper.selectById(settlementId);
-			if (settlement != null && !Objects.equals(settlement.getIsDeleted(), 1)) {
-				payerName = settlement.getPayerName();
-				payeeName = settlement.getPayeeName();
-			}
-		}
-		if ((payerName == null || payeeName == null) && preSettlementId != null) {
-			PreSettlement settlement = preSettlementMapper.selectById(preSettlementId);
-			if (settlement != null && !Objects.equals(settlement.getIsDeleted(), 1)) {
-				payerName = settlement.getPayerName();
-				payeeName = settlement.getPayeeName();
-			}
-		}
-		String issuer = ledger.getIssuerName() == null ? "" : ledger.getIssuerName().trim();
-		String receiver = ledger.getReceiverName() == null ? "" : ledger.getReceiverName().trim();
-		String payer = payerName == null ? "" : payerName.trim();
-		String payee = payeeName == null ? "" : payeeName.trim();
-		if (issuer.isEmpty() || receiver.isEmpty() || payer.isEmpty() || payee.isEmpty()) {
-			return false;
-		}
-		return (issuer.equals(payer) && receiver.equals(payee)) || (issuer.equals(payee) && receiver.equals(payer));
 	}
 
 	private void useBillBalance(PaymentApplication entity) {
@@ -2756,18 +2716,6 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 		return entity;
 	}
 
-	private boolean departmentAvailable(BillLedger ledger, Long deptId) {
-		if (Func.isEmpty(ledger.getAvailableDeptIdsJson())) return false;
-		try {
-			Object parsed = JsonUtil.parse(ledger.getAvailableDeptIdsJson(), List.class);
-			if (!(parsed instanceof List<?> values)) return false;
-			if (values.stream().anyMatch(value -> "all".equals(String.valueOf(value)))) return true;
-			return deptId != null && values.stream().anyMatch(value -> String.valueOf(deptId).equals(String.valueOf(value)));
-		} catch (Exception exception) {
-			throw new ServiceException("汇票可用部门配置不正确");
-		}
-	}
-
 	@Override
 	public boolean isBillPayment(String paymentMethod) {
 		if (Func.isEmpty(paymentMethod)) return false;

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/PreSettlementServiceImpl.java

@@ -203,13 +203,15 @@ public class PreSettlementServiceImpl extends BaseServiceImpl<PreSettlementMappe
 		vo.setAdvances(advances);
 		vo.setProjectAdvanceWriteOffs(projectAdvanceWriteOffService.listBySettlement(
 			TransportBusiConstant.SETTLEMENT_BILL_PRE, id));
-		vo.setChangeRecords(changeRecordMapper.selectList(Wrappers.<PreSettlementChangeRecord>lambdaQuery()
-			.eq(PreSettlementChangeRecord::getPreSettlementId, id)
-			.eq(PreSettlementChangeRecord::getIsDeleted, 0)
-			.and(wrapper -> wrapper.isNull(PreSettlementChangeRecord::getChangeContent)
-				.or()
-				.ne(PreSettlementChangeRecord::getChangeContent, "预结算审批通过"))
-			.orderByDesc(PreSettlementChangeRecord::getChangeTime)));
+		List<PreSettlementChangeRecord> changeRecords = changeRecordMapper.selectList(
+			Wrappers.<PreSettlementChangeRecord>lambdaQuery()
+				.eq(PreSettlementChangeRecord::getPreSettlementId, id)
+				.eq(PreSettlementChangeRecord::getIsDeleted, 0)
+				.orderByDesc(PreSettlementChangeRecord::getChangeTime));
+		// 审批通过/驳回类不展示在变更记录中
+		vo.setChangeRecords(changeRecords.stream()
+			.filter(record -> !isApprovalChangeContent(record.getChangeContent()))
+			.toList());
 		vo.setPrintTemplates(resolvePrintTemplates(settlement));
 		return vo;
 	}
@@ -349,6 +351,8 @@ public class PreSettlementServiceImpl extends BaseServiceImpl<PreSettlementMappe
 			settlement.setLocalCurrency(LOCAL_CURRENCY);
 		}
 		fillContract(settlement, contract);
+		settlement.setBusinessModel(limitText(request.getBusinessModel(), 64, "业务模式"));
+		settlement.setTransportType(limitText(request.getTransportType(), 64, "运输方式"));
 		settlement.setExchangeRateDate(request.getExchangeRateDate());
 		settlement.setExchangeRate(request.getExchangeRate());
 		settlement.setAttachmentsJson(request.getAttachmentsJson());
@@ -441,7 +445,7 @@ public class PreSettlementServiceImpl extends BaseServiceImpl<PreSettlementMappe
 		settlement.setCurrentNode("已驳回");
 		settlement.setCurrentProcessor(AuthUtil.getUserName());
 		updateById(settlement);
-		saveChange(settlement.getId(), "结算单基本信息", null, "调整", "预结算审批驳回", reason);
+		// 审批驳回不落变更记录
 	}
 
 	@Override
@@ -1614,6 +1618,14 @@ public class PreSettlementServiceImpl extends BaseServiceImpl<PreSettlementMappe
 		return source + " " + name;
 	}
 
+	/** 审批通过、驳回等审批流转不落变更记录。 */
+	private boolean isApprovalChangeContent(String content) {
+		if (Func.isEmpty(content)) {
+			return false;
+		}
+		return content.contains("审批通过") || content.contains("审批驳回") || "已驳回".equals(content);
+	}
+
 	private void saveChange(Long settlementId, String changeType, Integer lineNo, String operationType,
 		String content, String reason) {
 		saveChange(settlementId, changeType, lineNo, operationType, content, reason, null, null);
@@ -1621,6 +1633,9 @@ public class PreSettlementServiceImpl extends BaseServiceImpl<PreSettlementMappe
 
 	private void saveChange(Long settlementId, String changeType, Integer lineNo, String operationType,
 		String content, String reason, Map<String, Object> beforeData, Map<String, Object> afterData) {
+		if (isApprovalChangeContent(content)) {
+			return;
+		}
 		PreSettlementChangeRecord record = new PreSettlementChangeRecord();
 		record.setPreSettlementId(settlementId);
 		record.setChangeType(changeType);

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/ProjectApplyServiceImpl.java

@@ -34,6 +34,7 @@ import org.springblade.core.tenant.annotation.TenantIgnore;
 import org.springblade.core.tool.jackson.JsonUtil;
 import org.springblade.core.tool.utils.BeanUtil;
 import org.springblade.core.tool.utils.Func;
+import org.springblade.system.cache.SysCache;
 import org.springblade.system.cache.UserCache;
 import org.springblade.system.pojo.entity.Dept;
 import org.springblade.transport.excel.ProjectApplyExcel;
@@ -488,8 +489,7 @@ public class ProjectApplyServiceImpl extends BaseServiceImpl<ProjectApplyMapper,
 				projectApply.setUndertakeDeptName(dept.getDeptName());
 			}
 			if (Func.isEmpty(projectApply.getBusinessDeptId())) {
-				projectApply.setBusinessDeptId(firstUndertakeDeptId(projectApply.getUndertakeDeptId()));
-				projectApply.setBusinessDeptName(firstUndertakeDeptName(projectApply.getUndertakeDeptName()));
+				fillDefaultBusinessDept(projectApply);
 			}
 			if (Func.isEmpty(projectApply.getHandlerUserId())) {
 				projectApply.setHandlerUserId(AuthUtil.getUserId());
@@ -748,7 +748,7 @@ public class ProjectApplyServiceImpl extends BaseServiceImpl<ProjectApplyMapper,
 	private void validateSubmit(ProjectApply projectApply) {
 		validateDraft(projectApply);
 		TransportBusinessSupport.validateRequired(projectApply.getProjectShortName(), "请输入项目简称");
-		TransportBusinessSupport.validateRequired(projectApply.getBusinessDeptName(), "请选择业务部门");
+		validateBusinessDept(projectApply);
 		TransportBusinessSupport.validateRequired(projectApply.getUndertakeDeptName(), "请选择平台公司");
 		TransportBusinessSupport.validateRequired(projectApply.getBusinessMode(), "请选择业务模式");
 		TransportBusinessSupport.validateRequired(projectApply.getCustomerNames(), "请选择客户");
@@ -1066,6 +1066,48 @@ public class ProjectApplyServiceImpl extends BaseServiceImpl<ProjectApplyMapper,
 		return exception;
 	}
 
+	/**
+	 * 新增时默认业务部门：取当前用户所属部门中第一个「是否业务部门=是」的组织。
+	 */
+	private void fillDefaultBusinessDept(ProjectApply projectApply) {
+		List<Long> deptIds = Func.toLongList(AuthUtil.getDeptId());
+		if (Func.isEmpty(deptIds)) {
+			return;
+		}
+		for (Long deptId : deptIds) {
+			if (Func.isEmpty(deptId) || deptId <= 0) {
+				continue;
+			}
+			Dept dept = SysCache.getDept(deptId);
+			if (dept != null && Objects.equals(dept.getIsBusinessDept(), 1)) {
+				projectApply.setBusinessDeptId(dept.getId());
+				projectApply.setBusinessDeptName(dept.getDeptName());
+				return;
+			}
+		}
+	}
+
+	/**
+	 * 校验业务部门必须是组织中标记为「是否业务部门=是」的部门。
+	 */
+	private void validateBusinessDept(ProjectApply projectApply) {
+		Long businessDeptId = projectApply.getBusinessDeptId();
+		if (Func.isEmpty(businessDeptId)) {
+			throw new ServiceException("请选择业务部门");
+		}
+		Dept dept = SysCache.getDept(businessDeptId);
+		if (dept == null || Objects.equals(dept.getIsDeleted(), 1)) {
+			throw new ServiceException("业务部门不存在");
+		}
+		if (!Objects.equals(dept.getIsBusinessDept(), 1)) {
+			throw new ServiceException("请选择组织中标记为业务部门的部门");
+		}
+		if (Func.isNotEmpty(dept.getDeptName())) {
+			projectApply.setBusinessDeptName(dept.getDeptName());
+		}
+		TransportBusinessSupport.validateRequired(projectApply.getBusinessDeptName(), "请选择业务部门");
+	}
+
 	private void normalizeUndertakeDept(ProjectApply projectApply) {
 		if (projectApply == null) {
 			return;

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/ReceivablePayableDetailServiceImpl.java

@@ -672,8 +672,10 @@ public class ReceivablePayableDetailServiceImpl
 			throw new ServiceException("费用调整试算数据不能为空");
 		}
 		ReceivablePayableDetail detail = getExisting(request.getDetailId());
-		if (!"pending".equals(detail.getSettlementStatus())) {
-			throw new ServiceException("仅待结算明细允许调整试算");
+		// 试算不落库，预结算/正式结算调整明细也需按合同计费方案重算运费及其他按量费用
+		String settlementStatus = Func.toStr(detail.getSettlementStatus(), "pending");
+		if (!List.of("pending", "pre_settled", "formal_settled").contains(settlementStatus)) {
+			throw new ServiceException("当前结算状态不允许费用试算");
 		}
 		ReceivablePayableCargoFee fee = cargoFeeMapper.selectOne(
 			Wrappers.<ReceivablePayableCargoFee>lambdaQuery()

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/RiskDisposalServiceImpl.java

@@ -3,9 +3,9 @@ package org.springblade.transport.service.impl;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.metadata.IPage;
 import com.baomidou.mybatisplus.core.toolkit.Wrappers;
+import lombok.RequiredArgsConstructor;
 import org.springblade.core.log.exception.ServiceException;
 import org.springblade.core.mp.base.BaseServiceImpl;
-import org.springblade.core.secure.utils.AuthUtil;
 import org.springblade.core.tool.utils.BeanUtil;
 import org.springblade.core.tool.utils.Func;
 import org.springblade.system.cache.UserCache;
@@ -16,6 +16,7 @@ import org.springblade.transport.pojo.entity.RiskDisposal;
 import org.springblade.transport.pojo.vo.RiskDisposalBatchResultVO;
 import org.springblade.transport.pojo.vo.RiskDisposalVO;
 import org.springblade.transport.service.IRiskDisposalService;
+import org.springblade.transport.support.MpUserDataScopeSupport;
 import org.springblade.transport.support.TransportBusinessSupport;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
@@ -25,12 +26,15 @@ import java.util.List;
 import java.util.Objects;
 
 @Service
+@RequiredArgsConstructor
 public class RiskDisposalServiceImpl extends BaseServiceImpl<RiskDisposalMapper, RiskDisposal> implements IRiskDisposalService {
 
 	private static final String STATUS_PENDING = "pending";
 	private static final String STATUS_PROCESSED = "processed";
 	private static final String STATUS_IGNORED = "ignored";
 
+	private final MpUserDataScopeSupport mpUserDataScopeSupport;
+
 	@Override
 	public IPage<RiskDisposalVO> selectPage(IPage<RiskDisposal> page, RiskDisposalVO query) {
 		IPage<RiskDisposal> entityPage = page(page, buildQuery(query));
@@ -84,15 +88,16 @@ public class RiskDisposalServiceImpl extends BaseServiceImpl<RiskDisposalMapper,
 	}
 
 	private LambdaQueryWrapper<RiskDisposal> buildQuery(RiskDisposalVO query) {
-		return Wrappers.<RiskDisposal>lambdaQuery()
+		LambdaQueryWrapper<RiskDisposal> wrapper = Wrappers.<RiskDisposal>lambdaQuery()
 			.eq(RiskDisposal::getIsDeleted, 0)
 			.like(Func.isNotEmpty(query.getRiskNo()), RiskDisposal::getRiskNo, query.getRiskNo())
 			.like(Func.isNotEmpty(query.getRuleName()), RiskDisposal::getRuleName, query.getRuleName())
 			.like(Func.isNotEmpty(query.getWaybillNo()), RiskDisposal::getWaybillNo, query.getWaybillNo())
 			.like(Func.isNotEmpty(query.getProjectName()), RiskDisposal::getProjectName, query.getProjectName())
 			.eq(Func.isNotEmpty(query.getRiskLevel()), RiskDisposal::getRiskLevel, query.getRiskLevel())
-			.eq(Func.isNotEmpty(query.getDisposalStatus()), RiskDisposal::getDisposalStatus, query.getDisposalStatus())
-			.orderByDesc(RiskDisposal::getCreateTime);
+			.eq(Func.isNotEmpty(query.getDisposalStatus()), RiskDisposal::getDisposalStatus, query.getDisposalStatus());
+		mpUserDataScopeSupport.applyWaybillProjectScopeIfMpDispatcher(wrapper, RiskDisposal::getWaybillId);
+		return wrapper.orderByDesc(RiskDisposal::getCreateTime);
 	}
 
 	private RiskDisposalVO toVO(RiskDisposal entity) {

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/SettlementAdjustmentServiceImpl.java

@@ -119,8 +119,9 @@ public class SettlementAdjustmentServiceImpl extends BaseServiceImpl<SettlementA
 			.orderByDesc(FormalSettlement::getCreateTime));
 		Set<Long> tailPaymentSettlementIds = tailPaymentSettlementIds(rows.stream()
 			.map(FormalSettlement::getId).filter(Objects::nonNull).toList());
+		// 仅排除已完成收/付款、已发起尾款付款的正式结算单。
+		// 注意：sourceType=「预结算合并」是由预结算转正式的常规来源，不是尾款单，不能据此过滤。
 		rows = rows.stream().filter(row -> !isSettlementCompleted(row)
-			&& !isTailSettlement(row)
 			&& !tailPaymentSettlementIds.contains(row.getId())).toList();
 		List<Map<String, Object>> result = new ArrayList<>();
 		for (FormalSettlement row : rows) {
@@ -467,9 +468,6 @@ public class SettlementAdjustmentServiceImpl extends BaseServiceImpl<SettlementA
 		if (isSettlementCompleted(formal)) {
 			throw new ServiceException("该正式结算单已完成收/付款，不能进行结算调整");
 		}
-		if (isTailSettlement(formal)) {
-			throw new ServiceException("尾款结算正式结算单不能进行结算调整");
-		}
 		if (hasTailPayment(formal.getId())) {
 			throw new ServiceException("该正式结算单已发起尾款结算，不能进行结算调整");
 		}
@@ -480,9 +478,6 @@ public class SettlementAdjustmentServiceImpl extends BaseServiceImpl<SettlementA
 			|| (money(formal.getSettlementAmount()).signum() > 0
 			&& money(formal.getPaidAmount()).compareTo(money(formal.getSettlementAmount())) >= 0);
 	}
-	private boolean isTailSettlement(FormalSettlement formal) {
-		return formal != null && "预结算合并".equals(formal.getSourceType());
-	}
 	private boolean hasTailPayment(Long formalSettlementId) {
 		return formalSettlementId != null && tailPaymentSettlementIds(List.of(formalSettlementId))
 			.contains(formalSettlementId);

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/SettlementImportBatchServiceImpl.java

@@ -76,6 +76,7 @@ import org.springblade.transport.service.IReceivablePayableDetailService;
 import org.springblade.transport.service.ISettlementImportBatchService;
 import org.springblade.transport.service.IWaybillImportBatchService;
 import org.springblade.transport.service.IWaybillService;
+import com.fasterxml.jackson.core.type.TypeReference;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
 import org.springframework.web.multipart.MultipartFile;
@@ -220,12 +221,14 @@ public class SettlementImportBatchServiceImpl
 			rows = buildRowsFromWaybills(listBatchWaybills(batch));
 		}
 		vo.setRows(rows);
+		// 费用列名优先取库字段；若历史数据解析失败或缺失，从明细 feeItems 回补，避免草稿再打开丢列
+		vo.setFeeItemNames(mergeFeeItemNames(vo.getFeeItemNames(), rows));
 		return vo;
 	}
 
 	@Override
 	public void exportTemplate(HttpServletResponse response) {
-		SettlementImportTemplateExporter.export(response, loadTransportTypeLabels(), loadEnabledFeeItemNames());
+		SettlementImportTemplateExporter.export(response, loadTransportTypeLabels());
 	}
 
 	@Override
@@ -867,21 +870,56 @@ public class SettlementImportBatchServiceImpl
 	}
 
 	private List<String> resolveFeeItemNames(SettlementImportBatchRequest request) {
+		LinkedHashSet<String> names = new LinkedHashSet<>();
 		if (request.getFeeItemNames() != null) {
-			return request.getFeeItemNames().stream().filter(Func::isNotEmpty).distinct().toList();
+			request.getFeeItemNames().stream()
+				.filter(Func::isNotEmpty)
+				.map(String::trim)
+				.filter(Func::isNotEmpty)
+				.forEach(names::add);
 		}
-		Set<String> names = new LinkedHashSet<>();
 		if (Func.isNotEmpty(request.getRows())) {
 			for (Map<String, Object> row : request.getRows()) {
-				Object feeItems = row.get("feeItems");
-				if (feeItems instanceof Map<?, ?> raw) {
-					raw.keySet().stream().filter(Objects::nonNull).map(String::valueOf).forEach(names::add);
-				}
+				collectFeeItemNamesFromRow(row, names);
 			}
 		}
 		return new ArrayList<>(names);
 	}
 
+	/** 合并请求/库中的费用列名与明细行 feeItems 的键，保持插入顺序。 */
+	private List<String> mergeFeeItemNames(List<String> preferred, List<Map<String, Object>> rows) {
+		LinkedHashSet<String> names = new LinkedHashSet<>();
+		if (Func.isNotEmpty(preferred)) {
+			preferred.stream()
+				.filter(Func::isNotEmpty)
+				.map(String::trim)
+				.filter(Func::isNotEmpty)
+				.forEach(names::add);
+		}
+		if (Func.isNotEmpty(rows)) {
+			for (Map<String, Object> row : rows) {
+				collectFeeItemNamesFromRow(row, names);
+			}
+		}
+		return new ArrayList<>(names);
+	}
+
+	private void collectFeeItemNamesFromRow(Map<String, Object> row, Set<String> names) {
+		if (row == null || names == null) {
+			return;
+		}
+		Object feeItems = row.get("feeItems");
+		if (!(feeItems instanceof Map<?, ?> raw)) {
+			return;
+		}
+		raw.keySet().stream()
+			.filter(Objects::nonNull)
+			.map(String::valueOf)
+			.map(String::trim)
+			.filter(Func::isNotEmpty)
+			.forEach(names::add);
+	}
+
 	private List<Map<String, Object>> buildFeeRows(List<Map<String, Object>> rows, List<Waybill> waybills) {
 		List<Map<String, Object>> primaryRows = primaryRows(rows);
 		List<Map<String, Object>> feeRows = new ArrayList<>();
@@ -1061,12 +1099,35 @@ public class SettlementImportBatchServiceImpl
 		vo.setSettlementTypeName(settlementTypeName(batch.getSettlementType()));
 		vo.setSettlementBillTypeName(settlementBillTypeName(batch.getSettlementBillType()));
 		vo.setWaybillModeName(waybillModeName(batch.getWaybillMode()));
-		if (Func.isNotEmpty(batch.getFeeItemNamesJson())) {
-			vo.setFeeItemNames(JsonUtil.parseArray(batch.getFeeItemNamesJson(), String.class));
-		}
+		vo.setFeeItemNames(parseFeeItemNamesJson(batch.getFeeItemNamesJson()));
 		return vo;
 	}
 
+	/**
+	 * 解析费用列名 JSON。
+	 * 注意：不能用 JsonUtil.parseArray(..., String.class)，其内部按 List&lt;Map&gt; 解析，字符串数组会失败导致草稿再打开丢费用列。
+	 */
+	private List<String> parseFeeItemNamesJson(String feeItemNamesJson) {
+		if (Func.isEmpty(feeItemNamesJson)) {
+			return List.of();
+		}
+		try {
+			List<String> names = JsonUtil.parse(feeItemNamesJson, new TypeReference<List<String>>() {
+			});
+			if (names == null || names.isEmpty()) {
+				return List.of();
+			}
+			return names.stream()
+				.filter(Func::isNotEmpty)
+				.map(String::trim)
+				.filter(Func::isNotEmpty)
+				.distinct()
+				.toList();
+		} catch (Exception exception) {
+			return List.of();
+		}
+	}
+
 	private String importStatusName(String status) {
 		if (STATUS_DRAFT.equals(status)) {
 			return "草稿";
@@ -1350,20 +1411,6 @@ public class SettlementImportBatchServiceImpl
 		return new ArrayList<>(labels);
 	}
 
-	private List<String> loadEnabledFeeItemNames() {
-		R<List<FeeItem>> response = sysClient.getFeeItems(false);
-		if (response == null || !response.isSuccess() || response.getData() == null) {
-			return List.of();
-		}
-		return response.getData().stream()
-			.filter(item -> item != null && (item.getStatus() == null || Objects.equals(item.getStatus(), 1)))
-			.map(FeeItem::getName)
-			.filter(Func::isNotEmpty)
-			.map(String::trim)
-			.distinct()
-			.toList();
-	}
-
 	/** 历史已完成批次无 rows_json 时，按关联运单回填查看明细。 */
 	private List<Map<String, Object>> buildRowsFromWaybills(List<Waybill> waybills) {
 		if (Func.isEmpty(waybills)) {

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/TransportPlanServiceImpl.java

@@ -601,6 +601,13 @@ public class TransportPlanServiceImpl extends BaseServiceImpl<TransportPlanMappe
 			waybill.setContractId(plan.getContractId());
 			waybill.setContractName(plan.getContractName());
 			waybill.setCustomerName(plan.getCustomerName());
+			// 计划单若来自总单，调度运单须继承总单号与段号，供总单进度汇总
+			if (Func.isEmpty(waybill.getMasterNo()) && Func.isNotEmpty(plan.getMasterNo())) {
+				waybill.setMasterNo(plan.getMasterNo());
+			}
+			if (Func.isEmpty(waybill.getRelationNo()) && Func.isNotEmpty(plan.getRelationNo())) {
+				waybill.setRelationNo(plan.getRelationNo());
+			}
 			if (Func.isEmpty(waybill.getDepartureAddress())) {
 				waybill.setDepartureAddressId(plan.getDepartureAddressId());
 				waybill.setDepartureName(plan.getDepartureName());

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/TransportReconciliationServiceImpl.java

@@ -205,6 +205,8 @@ public class TransportReconciliationServiceImpl
 		}
 		List<TransportReconciliationInternal> internals = internalRows(id);
 		List<TransportReconciliationExternal> externals = externalRows(id);
+		internals.forEach(this::clearOptionalDecimalSentinels);
+		externals.forEach(this::normalizeExternalOptionalDecimals);
 		vo.setInternalDetails(internals);
 		vo.setExternalDetails(externals);
 		vo.setFeeSummary(feeSummary(vo.getFormalSettlementId(), externals));
@@ -298,6 +300,7 @@ public class TransportReconciliationServiceImpl
 		List<TransportReconciliationExternal> validExternals = new ArrayList<>();
 		for (int index = 0; index < rows.size(); index++) {
 			VehicleReconciliationExcel row = rows.get(index);
+			normalizeImportVehicleDecimals(row);
 			List<String> validationErrors = validateImportVehicle(row);
 			if (Func.isNotEmpty(validationErrors)) {
 				// 原因同时写回原行：异常携带的是原表 rows，
@@ -342,6 +345,7 @@ public class TransportReconciliationServiceImpl
 		external.setExternalLineNo(index + 1);
 		external.setActualDepartureTime(parseTime(row.getActualDepartureTime(), "实际发货时间"));
 		external.setActualCompletionTime(parseTimeNullable(row.getActualCompletionTime(), "实际完成时间"));
+		normalizeExternalOptionalDecimals(external);
 		Map<String, BigDecimal> feeItems = row.getFeeItems();
 		if (feeItems == null || feeItems.isEmpty()) {
 			feeItems = new HashMap<>();
@@ -427,6 +431,7 @@ public class TransportReconciliationServiceImpl
 		List<TransportReconciliationExternal> validExternals = new ArrayList<>();
 		for (int index = 0; index < rows.size(); index++) {
 			CargoReconciliationExcel row = rows.get(index);
+			normalizeImportCargoDecimals(row);
 			List<String> validationErrors = validateImportCargo(row);
 			if (Func.isNotEmpty(validationErrors)) {
 				// 原因同时写回原行：异常携带的是原表 rows，
@@ -471,6 +476,7 @@ public class TransportReconciliationServiceImpl
 		external.setExternalLineNo(index + 1);
 		external.setActualDepartureTime(parseTime(row.getActualDepartureTime(), "实际发货时间"));
 		external.setActualCompletionTime(parseTimeNullable(row.getActualCompletionTime(), "实际完成时间"));
+		normalizeExternalOptionalDecimals(external);
 		Map<String, BigDecimal> feeItems = row.getFeeItems();
 		if (feeItems == null || feeItems.isEmpty()) {
 			feeItems = new LinkedHashMap<>();
@@ -729,10 +735,12 @@ public class TransportReconciliationServiceImpl
 		target.setModel(source.getModel());
 		target.setTransportQuantity(nonNegative(source.getTransportQuantity(), "运输量"));
 		target.setQuantityUnit(source.getQuantityUnit());
-		target.setMileage(source.getMileage());
+		target.setMileage(normalizeOptionalDecimal(source.getMileage()));
 		target.setBatchNo(source.getBatchNo());
-		target.setUnitPrice(source.getUnitPrice() == null ? null : nonNegative(source.getUnitPrice(), "运输单价"));
-		target.setFreightAmount(source.getFreightAmount() == null ? null : nonNegative(source.getFreightAmount(), "运输费"));
+		BigDecimal unitPrice = normalizeOptionalDecimal(source.getUnitPrice());
+		target.setUnitPrice(unitPrice == null ? null : nonNegative(unitPrice, "运输单价"));
+		BigDecimal freightAmount = normalizeOptionalDecimal(source.getFreightAmount());
+		target.setFreightAmount(freightAmount == null ? null : nonNegative(freightAmount, "运输费"));
 		target.setFeeItemsJson(source.getFeeItemsJson());
 		target.setSettlementAmount(nonNegative(source.getSettlementAmount(), "结算费用合计"));
 		target.setMatchedInternalId(source.getMatchedInternalId());
@@ -824,7 +832,6 @@ public class TransportReconciliationServiceImpl
 			applyAmount(bill, internal, external);
 			copyExternalToInternal(internal, external);
 			internalMapper.updateById(internal);
-			updateWaybill(internal, external);
 		}
 		refreshFormalSummaryFees(bill.getFormalSettlementId());
 		recalculateSettlement(bill);
@@ -867,50 +874,14 @@ public class TransportReconciliationServiceImpl
 		internal.setModel(external.getModel());
 		internal.setTransportQuantity(external.getTransportQuantity());
 		internal.setQuantityUnit(external.getQuantityUnit());
-		internal.setMileage(external.getMileage());
+		internal.setMileage(normalizeOptionalDecimal(external.getMileage()));
 		internal.setBatchNo(external.getBatchNo());
-		internal.setUnitPrice(external.getUnitPrice());
-		internal.setFreightAmount(external.getFreightAmount());
+		internal.setUnitPrice(normalizeOptionalDecimal(external.getUnitPrice()));
+		internal.setFreightAmount(normalizeOptionalDecimal(external.getFreightAmount()));
 		internal.setFeeItemsJson(external.getFeeItemsJson());
 		internal.setSettlementAmount(external.getSettlementAmount());
 	}
 
-	private void updateWaybill(TransportReconciliationInternal internal,
-		TransportReconciliationExternal external) {
-		Long waybillId = null;
-		FormalSettlementDetail detail = internal.getFormalSettlementDetailId() == null ? null
-			: formalDetailMapper.selectById(internal.getFormalSettlementDetailId());
-		if (detail != null) waybillId = detail.getWaybillId();
-		if (waybillId == null && internal.getSourceDetailId() != null) {
-			ReceivablePayableDetail source = receivablePayableMapper.selectById(internal.getSourceDetailId());
-			if (source != null) waybillId = source.getWaybillId();
-		}
-		Waybill waybill = waybillId == null ? null : waybillMapper.selectById(waybillId);
-		if (waybill == null && Func.isNotEmpty(internal.getWaybillNo())) {
-			waybill = waybillMapper.selectOne(Wrappers.<Waybill>lambdaQuery()
-				.eq(Waybill::getWaybillNo, internal.getWaybillNo()));
-		}
-		if (waybill == null) return;
-		waybill.setVehicleNo(external.getVehicleNo());
-		waybill.setDepartureAddress(external.getDepartureAddress());
-		waybill.setArrivalAddress(external.getArrivalAddress());
-		waybill.setStartDate(external.getActualDepartureTime() == null ? null : external.getActualDepartureTime().toLocalDate());
-		waybill.setEndDate(external.getActualCompletionTime() == null ? null : external.getActualCompletionTime().toLocalDate());
-		waybill.setTransportType(external.getTransportType());
-		waybill.setCargoName(external.getCargoName());
-		waybill.setCargoType(external.getCargoType());
-		waybill.setSpecification(external.getSpecification());
-		waybill.setModel(external.getModel());
-		waybill.setQuantity(external.getTransportQuantity());
-		waybill.setQuantityUnit(external.getQuantityUnit());
-		waybill.setMileage(external.getMileage());
-		waybill.setBatchNo(external.getBatchNo());
-		waybill.setUnitPrice(external.getUnitPrice());
-		waybill.setFreightJson(external.getFeeItemsJson());
-		waybill.setOtherFeeTotal(money(external.getSettlementAmount()).subtract(money(external.getFreightAmount())).max(BigDecimal.ZERO));
-		waybillMapper.updateById(waybill);
-	}
-
 	@Override
 	@Transactional(rollbackFor = Exception.class)
 	public void complete(Long id) {
@@ -1309,7 +1280,8 @@ public class TransportReconciliationServiceImpl
 		bill.setInternalBillCount(internals.size()); bill.setExternalBillCount(externals.size());
 		int internalUnmatched = (int) internals.stream().filter(item -> !MATCHED.equals(item.getMatchResult())).count();
 		int externalUnmatched = (int) externals.stream().filter(item -> !MATCHED.equals(item.getMatchStatus())).count();
-		bill.setMatchedCount(matched); bill.setUnmatchedCount(internalUnmatched + externalUnmatched);
+		// 无法匹配按内部账单条数统计，不叠加外部未匹配数
+		bill.setMatchedCount(matched); bill.setUnmatchedCount(internalUnmatched);
 		bill.setDifferenceCount(Math.abs(internals.size() - externals.size()) + Math.min(internalUnmatched, externalUnmatched));
 		bill.setInternalQuantity(sumInternalQuantity(internals)); bill.setExternalQuantity(sumExternalQuantity(externals));
 		bill.setDifferenceQuantity(bill.getInternalQuantity().subtract(bill.getExternalQuantity()).abs());
@@ -1507,6 +1479,52 @@ public class TransportReconciliationServiceImpl
 	}
 	private BigDecimal money(BigDecimal value) { return value == null ? BigDecimal.ZERO : value; }
 	private BigDecimal nonNegative(BigDecimal value, String field) { if (value == null || value.compareTo(BigDecimal.ZERO) < 0) throw new ServiceException(field + "不能小于0"); return value; }
+
+	/**
+	 * BladeX 数字空值哨兵 -1 与 Excel 未填统一归一为 null，避免导入后单价显示成 -1。
+	 */
+	private BigDecimal normalizeOptionalDecimal(BigDecimal value) {
+		if (value == null) {
+			return null;
+		}
+		return value.compareTo(BigDecimal.ONE.negate()) == 0 ? null : value;
+	}
+
+	private void normalizeImportVehicleDecimals(VehicleReconciliationExcel row) {
+		if (row == null) {
+			return;
+		}
+		row.setUnitPrice(normalizeOptionalDecimal(row.getUnitPrice()));
+		row.setMileage(normalizeOptionalDecimal(row.getMileage()));
+		row.setFreightAmount(normalizeOptionalDecimal(row.getFreightAmount()));
+	}
+
+	private void normalizeImportCargoDecimals(CargoReconciliationExcel row) {
+		if (row == null) {
+			return;
+		}
+		row.setUnitPrice(normalizeOptionalDecimal(row.getUnitPrice()));
+		row.setMileage(normalizeOptionalDecimal(row.getMileage()));
+		row.setFreightAmount(normalizeOptionalDecimal(row.getFreightAmount()));
+	}
+
+	private void normalizeExternalOptionalDecimals(TransportReconciliationExternal external) {
+		if (external == null) {
+			return;
+		}
+		external.setUnitPrice(normalizeOptionalDecimal(external.getUnitPrice()));
+		external.setMileage(normalizeOptionalDecimal(external.getMileage()));
+		external.setFreightAmount(normalizeOptionalDecimal(external.getFreightAmount()));
+	}
+
+	private void clearOptionalDecimalSentinels(TransportReconciliationInternal internal) {
+		if (internal == null) {
+			return;
+		}
+		internal.setUnitPrice(normalizeOptionalDecimal(internal.getUnitPrice()));
+		internal.setMileage(normalizeOptionalDecimal(internal.getMileage()));
+		internal.setFreightAmount(normalizeOptionalDecimal(internal.getFreightAmount()));
+	}
 	private String limit(String value, int max) { if (value != null && value.length() > max) throw new ServiceException("备注不能超过" + max + "个字"); return value; }
 	private BigDecimal sumInternalQuantity(List<TransportReconciliationInternal> rows) { return rows.stream().map(TransportReconciliationInternal::getTransportQuantity).map(this::money).reduce(BigDecimal.ZERO, BigDecimal::add); }
 	private BigDecimal sumExternalQuantity(List<TransportReconciliationExternal> rows) { return rows.stream().map(TransportReconciliationExternal::getTransportQuantity).map(this::money).reduce(BigDecimal.ZERO, BigDecimal::add); }

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/TripQueryServiceImpl.java

@@ -248,6 +248,7 @@ public class TripQueryServiceImpl implements ITripQueryService {
 				.or().ne(Waybill::getDriverAcceptStatus, WaybillProcessSupport.ACCEPT_REJECTED));
 		applyScope(wrapper, condition);
 		applyDeptScope(wrapper, condition);
+		applyProjectScope(wrapper, condition);
 		applyOrgTypeFilter(wrapper, condition);
 		applyKeyword(wrapper, condition.getKeyword());
 		List<Waybill> rows = waybillService.list(wrapper);
@@ -268,6 +269,18 @@ public class TripQueryServiceImpl implements ITripQueryService {
 		wrapper.in(Waybill::getDeptId, condition.getDeptIds());
 	}
 
+	/**
+	 * 项目收口：条件里给了项目 ID 集合时只出这些项目的运单行，空集合表示不过滤。
+	 * <p>
+	 * 小程序调度端先按用户数据权限解析可见项目（业务部门在范围内），再把项目 ID 传进来。
+	 */
+	private void applyProjectScope(LambdaQueryWrapper<Waybill> wrapper, TripQueryVO condition) {
+		if (Func.isEmpty(condition.getProjectIds())) {
+			return;
+		}
+		wrapper.in(Waybill::getProjectId, condition.getProjectIds());
+	}
+
 	/**
 	 * 运输组织类型按子单行筛：它在同一趟车里必然是同一个值（配载的每张子单带同一个配载单号，
 	 * 未配载的每张自成一趟车），所以这一层不会把一趟车拆开。
@@ -807,6 +820,7 @@ public class TripQueryServiceImpl implements ITripQueryService {
 		copy.setDriverPhone(source.getDriverPhone());
 		copy.setAllDrivers(source.isAllDrivers());
 		copy.setDeptIds(source.getDeptIds());
+		copy.setProjectIds(source.getProjectIds());
 		copy.setKeyword(source.getKeyword());
 		copy.setTransportOrgType(source.getTransportOrgType());
 		copy.setException(source.getException());

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/VoucherManageServiceImpl.java

@@ -36,7 +36,10 @@ import org.springblade.transport.service.IWaybillService;
 import org.springblade.transport.wrapper.VoucherManageWrapper;
 import org.springframework.stereotype.Service;
 import org.springframework.context.ApplicationEventPublisher;
+import org.springframework.transaction.PlatformTransactionManager;
+import org.springframework.transaction.TransactionDefinition;
 import org.springframework.transaction.annotation.Transactional;
+import org.springframework.transaction.support.TransactionTemplate;
 
 import io.minio.MinioClient;
 import io.minio.GetPresignedObjectUrlArgs;
@@ -86,6 +89,7 @@ public class VoucherManageServiceImpl extends BaseServiceImpl<VoucherManageMappe
 	private final LoadingManageMapper loadingManageMapper;
 	private final ApplicationEventPublisher eventPublisher;
 	private final ObjectProvider<MinioClient> minioClientProvider;
+	private final TransactionTemplate requiresNewTransactionTemplate;
 	private final String minioBucketName;
 	private final String minioRootDirectory;
 	private final String minioTransformEndpoint;
@@ -98,6 +102,7 @@ public class VoucherManageServiceImpl extends BaseServiceImpl<VoucherManageMappe
 		VoucherImageMapper voucherImageMapper, VoucherFileMapper voucherFileMapper,
 		LoadingManageMapper loadingManageMapper,
 		ApplicationEventPublisher eventPublisher, ObjectProvider<MinioClient> minioClientProvider,
+		PlatformTransactionManager transactionManager,
 		@Value("${file.storage.minio.bucket-name:${minio.bucket-name:}}") String minioBucketName,
 		@Value("${file.storage.minio.root-directory:${minio.root-directory:}}") String minioRootDirectory,
 		@Value("${file.storage.minio.transform-endpoint:${minio.transform-endpoint:}}") String minioTransformEndpoint,
@@ -111,6 +116,9 @@ public class VoucherManageServiceImpl extends BaseServiceImpl<VoucherManageMappe
 		this.loadingManageMapper = loadingManageMapper;
 		this.eventPublisher = eventPublisher;
 		this.minioClientProvider = minioClientProvider;
+		TransactionTemplate transactionTemplate = new TransactionTemplate(transactionManager);
+		transactionTemplate.setPropagationBehavior(TransactionDefinition.PROPAGATION_REQUIRES_NEW);
+		this.requiresNewTransactionTemplate = transactionTemplate;
 		this.minioBucketName = minioBucketName;
 		this.minioRootDirectory = minioRootDirectory;
 		this.minioTransformEndpoint = minioTransformEndpoint;
@@ -1156,8 +1164,10 @@ public class VoucherManageServiceImpl extends BaseServiceImpl<VoucherManageMappe
 			int imageCount = 0;
 			int matchedImageCount = 0;
 			Set<Long> relatedWaybillIds = new HashSet<>();
+			assertParsableZipArchive(voucher.getFileName(), voucher.getFileUrl());
 			Path archivePath = downloadSourceFile(voucher.getFileUrl());
 			try {
+				assertZipMagic(archivePath);
 				Charset archiveCharset = detectArchiveCharset(archivePath);
 				log.info("[凭证处理] 已识别压缩包文件名编码 voucherId={}, charset={}", voucherId, archiveCharset.name());
 				try (InputStream source = Files.newInputStream(archivePath);
@@ -1235,6 +1245,9 @@ public class VoucherManageServiceImpl extends BaseServiceImpl<VoucherManageMappe
 					}
 				}
 			}
+				if (fileCount == 0) {
+					throw new ServiceException("压缩包无法解析或内没有找到有效文件，请检查后重新上传");
+				}
 				log.info("[凭证处理] 进度 90%：文件解压上传完成 voucherId={}, fileCount={}, imageCount={}, matchedImageCount={}",
 					voucherId, fileCount, imageCount, matchedImageCount);
 				VoucherManage update = new VoucherManage();
@@ -1256,12 +1269,53 @@ public class VoucherManageServiceImpl extends BaseServiceImpl<VoucherManageMappe
 				deleteTempArchive(archivePath);
 			}
 		} catch (Exception exception) {
+			// 独立事务落「处理失败」，避免本方法事务回滚把失败状态冲掉后一直卡在「处理中」。
+			markProcessFailed(voucher.getId());
+			log.error("凭证压缩包处理失败 voucherId:{}", voucherId, exception);
+			// 不向上抛：解析失败属业务终态，MQ 消费确认后不再重试。
+		}
+	}
+
+	/**
+	 * 在新事务中写入处理失败，确保即使当前解析事务回滚，列表也能看到失败态并允许重新上传。
+	 */
+	private void markProcessFailed(Long voucherId) {
+		if (voucherId == null) {
+			return;
+		}
+		requiresNewTransactionTemplate.executeWithoutResult(status -> {
 			VoucherManage update = new VoucherManage();
-			update.setId(voucher.getId());
+			update.setId(voucherId);
 			update.setProcessStatus("处理失败");
 			updateById(update);
-			log.error("凭证压缩包处理失败 voucherId:{}", voucherId, exception);
-			throw new ServiceException("凭证压缩包处理失败");
+		});
+	}
+
+	/**
+	 * 上传后缀为 7z 或非 zip 时直接判失败：后台仅支持标准 zip 解压。
+	 */
+	private void assertParsableZipArchive(String fileName, String fileUrl) {
+		String lowerName = Func.toStr(fileName, "").trim().toLowerCase(Locale.ROOT);
+		String lowerUrl = Func.toStr(fileUrl, "").trim().toLowerCase(Locale.ROOT);
+		if (lowerName.endsWith(".7z") || lowerUrl.contains(".7z")) {
+			throw new ServiceException("暂不支持 7z 压缩包，请转换为 zip 后重新上传");
+		}
+		boolean looksLikeZip = lowerName.endsWith(".zip") || lowerUrl.contains(".zip");
+		if (!looksLikeZip) {
+			throw new ServiceException("仅支持 zip 压缩包，当前文件无法解析");
+		}
+	}
+
+	/**
+	 * 校验本地临时文件是否为 zip（PK 头），排除随意改后缀的文档。
+	 */
+	private void assertZipMagic(Path archivePath) throws Exception {
+		byte[] header = new byte[4];
+		try (InputStream inputStream = Files.newInputStream(archivePath)) {
+			int read = inputStream.read(header);
+			if (read < 4 || header[0] != 'P' || header[1] != 'K') {
+				throw new ServiceException("文件不是有效的 zip 压缩包，无法解析");
+			}
 		}
 	}
 

blade-service/blade-transport/src/main/java/org/springblade/transport/service/impl/WaybillServiceImpl.java

@@ -1084,8 +1084,9 @@ public class WaybillServiceImpl extends BaseServiceImpl<WaybillMapper, Waybill>
 				waybill.setProcessJson(oldRecord.getProcessJson());
 			}
 		} else {
+			// 新建手工运单不应带配载号；总单/计划调度写入的 masterNo、relationNo 必须保留，
+			// 否则总单进度按 masterNo 汇总会一直显示「已调度 0」。
 			waybill.setLoadingNo(null);
-			waybill.setMasterNo(null);
 			waybill.setMileageRemark(null);
 		}
 		// 新建若已带业务状态（如复制提交已完成）则在过程校正后回写，保证与原运单一致；
@@ -1623,7 +1624,12 @@ public class WaybillServiceImpl extends BaseServiceImpl<WaybillMapper, Waybill>
 		BusinessRemoveResultVO result = new BusinessRemoveResultVO();
 		for (Waybill waybill : listByIds(idList)) {
 			try {
-				complete(waybill.getId());
+				// 待回单确认走确认回单校验（打卡节点 + 未了结异常）；其它状态仍走普通完成
+				if (WaybillProcessSupport.STATUS_PENDING_RETURN_CONFIRM.equals(waybill.getBusinessStatus())) {
+					confirmReturnReceipt(waybill.getId());
+				} else {
+					complete(waybill.getId());
+				}
 				result.setSuccessCount(result.getSuccessCount() + 1);
 			} catch (Exception exception) {
 				log.error("批量完成运单失败，waybillId:{}, waybillNo:{}, failureReason:{}",

blade-service/blade-transport/src/main/java/org/springblade/transport/support/LoadableAdmissionSupport.java

@@ -29,7 +29,7 @@ import java.util.List;
 import java.util.Locale;
 
 /**
- * 可配载准入判据：公路 + 待执行 + 未关联其它配载单。
+ * 可配载准入判据：公路 + 待执行/进行中 + 未关联其它配载单。
  * <p>
  * 接单状态不进判据：拒单票照样可配载。配载提交会把它的接单事实清成待接单，
  * 否则新司机看不到这张票——司机端入口一律排除已拒绝的运单。
@@ -38,8 +38,11 @@ import java.util.Locale;
  */
 public final class LoadableAdmissionSupport {
 
-	/** 可配载只放行待执行：已完成、已取消、草稿与调度中间态一律不可配载 */
-	public static final String LOADABLE_BUSINESS_STATUS = WaybillProcessSupport.STATUS_PENDING;
+	/** 可配载业务状态：待执行、进行中；已完成、已取消、草稿与调度中间态一律不可配载 */
+	public static final List<String> LOADABLE_BUSINESS_STATUSES = List.of(
+		WaybillProcessSupport.STATUS_PENDING,
+		WaybillProcessSupport.STATUS_RUNNING
+	);
 
 	/**
 	 * 公路运输方式的同义写法，按「包含」比对，与前端运单管理页的识别口径一致。
@@ -56,7 +59,7 @@ public final class LoadableAdmissionSupport {
 	}
 
 	/**
-	 * 不可配载的原因，按判定顺序排列：公路 → 待执行 → 未关联其它配载单。
+	 * 不可配载的原因，按判定顺序排列：公路 → 待执行/进行中 → 未关联其它配载单。
 	 * <p>
 	 * 判据只产出原因，中文文案由调用方映射——面向用户的措辞不进这一层。
 	 */
@@ -65,8 +68,8 @@ public final class LoadableAdmissionSupport {
 		/** 运输方式不是公路 */
 		NOT_ROAD,
 
-		/** 业务状态不是待执行 */
-		NOT_PENDING,
+		/** 业务状态不是待执行或进行中 */
+		NOT_LOADABLE_STATUS,
 
 		/** 已关联其它配载单 */
 		ON_OTHER_MANIFEST
@@ -119,8 +122,8 @@ public final class LoadableAdmissionSupport {
 		if (waybill == null || !isRoadTransport(waybill.getTransportType())) {
 			return UnloadableReason.NOT_ROAD;
 		}
-		if (!LOADABLE_BUSINESS_STATUS.equals(text(waybill.getBusinessStatus()))) {
-			return UnloadableReason.NOT_PENDING;
+		if (!LOADABLE_BUSINESS_STATUSES.contains(text(waybill.getBusinessStatus()))) {
+			return UnloadableReason.NOT_LOADABLE_STATUS;
 		}
 		String loadingNo = text(waybill.getLoadingNo());
 		if (loadingNo.isEmpty() || loadingNo.equals(text(ownLoadingNo))) {
@@ -148,13 +151,13 @@ public final class LoadableAdmissionSupport {
 	}
 
 	/**
-	 * 把整条可配载判据加到运单查询上：公路 + 待执行 + 未配载。
+	 * 把整条可配载判据加到运单查询上：公路 + 待执行/进行中 + 未配载。
 	 *
 	 * @param wrapper 运单列表查询条件
 	 */
 	public static void applyLoadableConditions(LambdaQueryWrapper<Waybill> wrapper) {
 		applyRoadTransportCondition(wrapper);
-		wrapper.eq(Waybill::getBusinessStatus, LOADABLE_BUSINESS_STATUS);
+		wrapper.in(Waybill::getBusinessStatus, LOADABLE_BUSINESS_STATUSES);
 		wrapper.and(nested -> nested.isNull(Waybill::getLoadingNo).or().eq(Waybill::getLoadingNo, ""));
 	}
 

blade-service/blade-transport/src/main/java/org/springblade/transport/support/MpUserDataScopeSupport.java

@@ -0,0 +1,184 @@
+/**
+ * BladeX Commercial License Agreement
+ * Copyright (c) 2018-2099, https://bladex.cn. All rights reserved.
+ * <p>
+ * Use of this software is governed by the Commercial License Agreement
+ * obtained after purchasing a license from BladeX.
+ * <p>
+ * 1. This software is for development use only under a valid license
+ * from BladeX.
+ * <p>
+ * 2. Redistribution of this software's source code to any third party
+ * without a commercial license is strictly prohibited.
+ * <p>
+ * 3. Licensees may copyright their own code but cannot use segments
+ * from this software for such purposes. Copyright of this software
+ * remains with BladeX.
+ * <p>
+ * Using this software signifies agreement to this License, and the software
+ * must not be used for illegal purposes.
+ * <p>
+ * THIS SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY. The author is
+ * not liable for any claims arising from secondary or illegal development.
+ * <p>
+ * Author: Chill Zhuang (bladejava@qq.com)
+ */
+package org.springblade.transport.support;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.core.toolkit.Wrappers;
+import com.baomidou.mybatisplus.core.toolkit.support.SFunction;
+import lombok.RequiredArgsConstructor;
+import org.springblade.core.secure.utils.AuthUtil;
+import org.springblade.core.tool.api.R;
+import org.springblade.core.tool.utils.Func;
+import org.springblade.system.feign.IMpUserClient;
+import org.springblade.system.pojo.enums.MpUserIdentity;
+import org.springblade.system.pojo.vo.MpUserDataScopeVO;
+import org.springblade.system.utils.MpUserAuth;
+import org.springblade.transport.pojo.entity.ProjectApply;
+import org.springblade.transport.service.IProjectApplyService;
+import org.springframework.stereotype.Component;
+
+import java.util.List;
+import java.util.Objects;
+import java.util.stream.Collectors;
+
+/**
+ * 小程序调度端数据权限。
+ * <p>
+ * 口径：所属组织 + 数据权限范围 + 数据层级范围 → 可见组织 →
+ * 业务部门落在可见组织内的项目 → 再按这些项目收口运单/异常/风险。
+ *
+ * @author Chill
+ */
+@Component
+@RequiredArgsConstructor
+public class MpUserDataScopeSupport {
+
+	/**
+	 * 无权限时的占位 ID：查询 in(-1) 保证查不到数据（空列表在运次查询里表示不过滤）。
+	 */
+	private static final Long NONE_ID = -1L;
+
+	private final IMpUserClient mpUserClient;
+	private final IProjectApplyService projectApplyService;
+
+	/**
+	 * 当前登录是否为小程序调度端用户（含 admin 身份）
+	 */
+	public boolean isMpDispatcher() {
+		return MpUserAuth.isMpUser()
+			&& MpUserIdentity.has(AuthUtil.getUserRole(), MpUserIdentity.ADMIN);
+	}
+
+	/**
+	 * 解析当前小程序用户可见组织；非小程序用户返回 null（调用方走原逻辑）。
+	 */
+	public MpUserDataScopeVO resolveCurrentMpUserScope() {
+		if (!MpUserAuth.isMpUser()) {
+			return null;
+		}
+		return resolveByUserId(AuthUtil.getUserId());
+	}
+
+	/**
+	 * 解析指定小程序用户可见组织；Feign 失败时按无权限处理。
+	 */
+	public MpUserDataScopeVO resolveByUserId(Long userId) {
+		if (Func.isEmpty(userId) || userId <= 0) {
+			return MpUserDataScopeVO.empty();
+		}
+		R<MpUserDataScopeVO> result = mpUserClient.resolveDataScope(userId);
+		if (result == null || !result.isSuccess() || result.getData() == null) {
+			return MpUserDataScopeVO.empty();
+		}
+		return result.getData();
+	}
+
+	/**
+	 * 转为查询用的组织 ID 约定：空=不过滤；非空=in；无权限=[-1]。
+	 */
+	public List<Long> toQueryDeptIds(MpUserDataScopeVO scope) {
+		if (scope == null || scope.isAllDept()) {
+			return List.of();
+		}
+		if (Func.isEmpty(scope.getDeptIds())) {
+			return List.of(NONE_ID);
+		}
+		return scope.getDeptIds();
+	}
+
+	/**
+	 * 解析当前小程序用户可见项目 ID（业务部门落在数据权限组织范围内）。
+	 * <ul>
+	 *   <li>空列表 = 全部组织 / 不过滤</li>
+	 *   <li>非空 = 仅这些项目</li>
+	 *   <li>无权限或范围内无项目 = [-1]</li>
+	 * </ul>
+	 * 非小程序用户返回 null。
+	 */
+	public List<Long> resolveVisibleProjectIdsForQuery() {
+		MpUserDataScopeVO scope = resolveCurrentMpUserScope();
+		if (scope == null) {
+			return null;
+		}
+		return resolveProjectIds(scope);
+	}
+
+	/**
+	 * 按数据权限结果解析可见项目 ID。
+	 */
+	public List<Long> resolveProjectIds(MpUserDataScopeVO scope) {
+		if (scope == null || scope.isAllDept()) {
+			return List.of();
+		}
+		List<Long> deptIds = scope.getDeptIds();
+		if (Func.isEmpty(deptIds)) {
+			return List.of(NONE_ID);
+		}
+		List<ProjectApply> projectList = projectApplyService.list(Wrappers.<ProjectApply>lambdaQuery()
+			.select(ProjectApply::getId)
+			.in(ProjectApply::getBusinessDeptId, deptIds));
+		if (Func.isEmpty(projectList)) {
+			return List.of(NONE_ID);
+		}
+		List<Long> projectIds = projectList.stream()
+			.map(ProjectApply::getId)
+			.filter(Objects::nonNull)
+			.distinct()
+			.collect(Collectors.toList());
+		return Func.isEmpty(projectIds) ? List.of(NONE_ID) : projectIds;
+	}
+
+	/**
+	 * 当前为小程序调度用户时，按可见项目写入 project 列；非调度用户不改动。
+	 */
+	public <T> void applyProjectScopeIfMpDispatcher(LambdaQueryWrapper<T> wrapper, SFunction<T, ?> projectColumn) {
+		if (!isMpDispatcher() || wrapper == null || projectColumn == null) {
+			return;
+		}
+		List<Long> projectIds = resolveVisibleProjectIdsForQuery();
+		if (Func.isEmpty(projectIds)) {
+			return;
+		}
+		wrapper.in(projectColumn, projectIds);
+	}
+
+	/**
+	 * 风险等无 projectId 字段时：按关联运单的项目收口。
+	 */
+	public <T> void applyWaybillProjectScopeIfMpDispatcher(LambdaQueryWrapper<T> wrapper, SFunction<T, ?> waybillIdColumn) {
+		if (!isMpDispatcher() || wrapper == null || waybillIdColumn == null) {
+			return;
+		}
+		List<Long> projectIds = resolveVisibleProjectIdsForQuery();
+		if (Func.isEmpty(projectIds)) {
+			return;
+		}
+		String inList = projectIds.stream().map(String::valueOf).collect(Collectors.joining(","));
+		wrapper.inSql(waybillIdColumn,
+			"SELECT id FROM blade_waybill WHERE is_deleted = 0 AND project_id IN (" + inList + ")");
+	}
+
+}

blade-service/blade-transport/src/main/java/org/springblade/transport/support/WaybillProcessSupport.java

@@ -229,7 +229,7 @@ public final class WaybillProcessSupport {
 	 * <p>
 	 * 需要接单（接单节点 confirmMode=yes）且尚未接单（未响应 / 已拒绝）→ pending（待执行）；
 	 * 已接单 → running（进行中）；不需要接单 → running（仅当当前为空或 pending 时提升）。
-	 * draft / completed / cancelled 等终态或调度中间态不改动。
+	 * draft / completed / cancelled / pending_return 等终态或调度中间态不改动。
 	 */
 	public static String normalizeBusinessStatus(String businessStatus, String processJson) {
 		return normalizeBusinessStatus(businessStatus, processJson, null);

blade-service/blade-transport/src/main/java/org/springblade/transport/wrapper/FormalSettlementWrapper.java

@@ -10,6 +10,9 @@ package org.springblade.transport.wrapper;
 
 import org.springblade.core.mp.support.BaseEntityWrapper;
 import org.springblade.core.tool.utils.BeanUtil;
+import org.springblade.core.tool.utils.Func;
+import org.springblade.system.cache.DictBizCache;
+import org.springblade.system.cache.DictCache;
 import org.springblade.system.cache.UserCache;
 import org.springblade.transport.pojo.entity.FormalSettlement;
 import org.springblade.transport.pojo.vo.FormalSettlementVO;
@@ -46,6 +49,28 @@ public class FormalSettlementWrapper extends BaseEntityWrapper<FormalSettlement,
 			default -> entity.getApprovalStatus();
 		});
 		vo.setAdjustStatusName("adjusted".equals(entity.getAdjustStatus()) ? "已调整" : null);
+		vo.setBusinessModelName(dictBizName("business_model", entity.getBusinessModel()));
+		vo.setTransportTypeName(dictBizName("transport_type", entity.getTransportType()));
 		return vo;
 	}
+
+	private String dictBizName(String code, String value) {
+		if (Func.isEmpty(value)) {
+			return value;
+		}
+		String name = "";
+		try {
+			name = DictBizCache.getValue(code, value);
+		} catch (Exception exception) {
+			name = "";
+		}
+		if (Func.isEmpty(name)) {
+			try {
+				name = DictCache.getValue(code, value);
+			} catch (Exception exception) {
+				name = "";
+			}
+		}
+		return Func.isEmpty(name) ? value : name;
+	}
 }

blade-service/blade-transport/src/main/java/org/springblade/transport/wrapper/PreSettlementWrapper.java

@@ -10,6 +10,9 @@ package org.springblade.transport.wrapper;
 
 import org.springblade.core.mp.support.BaseEntityWrapper;
 import org.springblade.core.tool.utils.BeanUtil;
+import org.springblade.core.tool.utils.Func;
+import org.springblade.system.cache.DictBizCache;
+import org.springblade.system.cache.DictCache;
 import org.springblade.system.cache.UserCache;
 import org.springblade.transport.pojo.entity.PreSettlement;
 import org.springblade.transport.pojo.vo.PreSettlementVO;
@@ -34,6 +37,8 @@ public class PreSettlementWrapper extends BaseEntityWrapper<PreSettlement, PreSe
 		vo.setUpdateUserName(UserCache.getUserRealName(entity.getUpdateUser()));
 		vo.setApprovalStatusName(approvalStatusName(entity.getApprovalStatus()));
 		vo.setSettlementTypeName("receivable".equals(entity.getSettlementType()) ? "应收" : "应付");
+		vo.setBusinessModelName(dictBizName("business_model", entity.getBusinessModel()));
+		vo.setTransportTypeName(dictBizName("transport_type", entity.getTransportType()));
 		return vo;
 	}
 
@@ -48,4 +53,24 @@ public class PreSettlementWrapper extends BaseEntityWrapper<PreSettlement, PreSe
 		};
 	}
 
+	private String dictBizName(String code, String value) {
+		if (Func.isEmpty(value)) {
+			return value;
+		}
+		String name = "";
+		try {
+			name = DictBizCache.getValue(code, value);
+		} catch (Exception exception) {
+			name = "";
+		}
+		if (Func.isEmpty(name)) {
+			try {
+				name = DictCache.getValue(code, value);
+			} catch (Exception exception) {
+				name = "";
+			}
+		}
+		return Func.isEmpty(name) ? value : name;
+	}
+
 }

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ExceptionDisposalDetailPayloadTest.java

@@ -85,7 +85,8 @@ class ExceptionDisposalDetailPayloadTest {
 		waybillService = mock(IWaybillService.class);
 		loadingManageMapper = mock(LoadingManageMapper.class);
 		service = new ExceptionDisposalServiceImpl(
-			followRecordMapper, waybillService, mock(IDriverWaybillService.class), loadingManageMapper);
+			followRecordMapper, waybillService, mock(IDriverWaybillService.class), loadingManageMapper,
+			mock(org.springblade.transport.support.MpUserDataScopeSupport.class));
 		inject("baseMapper", disposalMapper);
 	}
 

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ExceptionDisposalListQueryTest.java

@@ -66,11 +66,14 @@ class ExceptionDisposalListQueryTest {
 		disposalMapper = mock(ExceptionDisposalMapper.class);
 		waybillService = mock(IWaybillService.class);
 		loadingManageMapper = mock(LoadingManageMapper.class);
+		org.springblade.transport.support.MpUserDataScopeSupport scopeSupport =
+			mock(org.springblade.transport.support.MpUserDataScopeSupport.class);
 		service = new ExceptionDisposalServiceImpl(
 			mock(ExceptionDisposalFollowRecordMapper.class),
 			waybillService,
 			mock(IDriverWaybillService.class),
-			loadingManageMapper);
+			loadingManageMapper,
+			scopeSupport);
 		inject("baseMapper", disposalMapper);
 		when(disposalMapper.selectPage(any(), any())).thenReturn(new Page<ExceptionDisposal>(1, 10));
 	}

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ExceptionDisposalRejectRevokeTest.java

@@ -68,7 +68,7 @@ class ExceptionDisposalRejectRevokeTest {
 		followRecordMapper = mock(ExceptionDisposalFollowRecordMapper.class);
 		service = new ExceptionDisposalServiceImpl(
 			followRecordMapper, mock(IWaybillService.class), mock(IDriverWaybillService.class),
-			mock(LoadingManageMapper.class));
+			mock(LoadingManageMapper.class), mock(org.springblade.transport.support.MpUserDataScopeSupport.class));
 		inject("baseMapper", disposalMapper);
 		when(disposalMapper.updateById(any(ExceptionDisposal.class))).thenReturn(1);
 		when(followRecordMapper.insert(any(ExceptionDisposalFollowRecord.class))).thenReturn(1);

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ExceptionDisposalReportGateTest.java

@@ -73,7 +73,8 @@ class ExceptionDisposalReportGateTest {
 		driverWaybillService = mock(IDriverWaybillService.class);
 		service = new ExceptionDisposalServiceImpl(
 			mock(ExceptionDisposalFollowRecordMapper.class), waybillService, driverWaybillService,
-			mock(LoadingManageMapper.class));
+			mock(LoadingManageMapper.class),
+			mock(org.springblade.transport.support.MpUserDataScopeSupport.class));
 		inject("baseMapper", disposalMapper);
 
 		when(waybillService.getById(WAYBILL_ID)).thenReturn(waybill());

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ExceptionDisposalRouteAdjustTest.java

@@ -87,7 +87,8 @@ class ExceptionDisposalRouteAdjustTest {
 		waybillService = mock(IWaybillService.class);
 		loadingManageMapper = mock(LoadingManageMapper.class);
 		service = new ExceptionDisposalServiceImpl(
-			followRecordMapper, waybillService, mock(IDriverWaybillService.class), loadingManageMapper);
+			followRecordMapper, waybillService, mock(IDriverWaybillService.class), loadingManageMapper,
+			mock(org.springblade.transport.support.MpUserDataScopeSupport.class));
 		inject("baseMapper", disposalMapper);
 		when(disposalMapper.updateById(any(ExceptionDisposal.class))).thenReturn(1);
 		when(followRecordMapper.insert(any(ExceptionDisposalFollowRecord.class))).thenReturn(1);

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/LoadingManageChildStatusWriteTest.java

@@ -139,13 +139,14 @@ class LoadingManageChildStatusWriteTest {
 	}
 
 	@Test
-	@DisplayName("不需接单的项目：提交时子单直接落进行中，不留待执行等读路径去提升")
+	@DisplayName("不需接单的项目：提交时配载单与子单均为进行中")
 	void submitWritesRunningForProjectWithoutAcceptNode() {
 		stubWaybills(waybill(NO_ACCEPT_WAYBILL_ID, NO_ACCEPT_PROJECT_ID));
 		stubConfigs(config(NO_ACCEPT_PROJECT_ID, NO_ACCEPT_JSON));
 
 		assertTrue(service.submit(loadingForm(NO_ACCEPT_WAYBILL_ID)));
 
+		assertEquals("running", capturedLoadingStatus());
 		CapturedUpdate statusUpdate = statusSyncUpdates().get(0);
 		assertEquals("running", statusUpdate.setValue("business_status"));
 		assertEquals(List.of(NO_ACCEPT_WAYBILL_ID), statusUpdate.whereIds());
@@ -153,13 +154,14 @@ class LoadingManageChildStatusWriteTest {
 	}
 
 	@Test
-	@DisplayName("需接单的项目：提交时子单落待执行，等新司机接单")
+	@DisplayName("需接单的项目：提交时配载单与子单均为待执行，等新司机接单")
 	void submitWritesPendingForProjectWithAcceptNode() {
 		stubWaybills(waybill(NEED_ACCEPT_WAYBILL_ID, NEED_ACCEPT_PROJECT_ID));
 		stubConfigs(config(NEED_ACCEPT_PROJECT_ID, NEED_ACCEPT_JSON));
 
 		assertTrue(service.submit(loadingForm(NEED_ACCEPT_WAYBILL_ID)));
 
+		assertEquals("pending", capturedLoadingStatus());
 		assertEquals("pending", statusSyncUpdates().get(0).setValue("business_status"));
 	}
 
@@ -367,12 +369,18 @@ class LoadingManageChildStatusWriteTest {
 		waybill.setProjectId(projectId);
 		waybill.setProcessJson(processJson);
 		waybill.setDeptId(DEPT_ID_LONG);
-		// 可配载只放行公路 + 待执行 + 未配载，夹具的票都是这种票
+		// 可配载放行公路 + 待执行/进行中 + 未配载，夹具默认待执行
 		waybill.setTransportType("公路运输");
 		waybill.setBusinessStatus("pending");
 		return waybill;
 	}
 
+	private String capturedLoadingStatus() {
+		ArgumentCaptor<LoadingManage> captor = ArgumentCaptor.forClass(LoadingManage.class);
+		verify(service, atLeastOnce()).saveOrUpdate(captor.capture());
+		return captor.getValue().getBusinessStatus();
+	}
+
 	private void stubWaybills(Waybill... waybills) {
 		when(waybillMapper.selectList(ArgumentMatchers.<Wrapper<Waybill>>any())).thenReturn(List.of(waybills));
 	}

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ManageAdminHomeFeedTest.java

@@ -84,7 +84,8 @@ class ManageAdminHomeFeedTest {
 			mock(IRiskDisposalService.class),
 			mock(IDriverWaybillService.class),
 			mock(ITripQueryService.class),
-			mock(ILoadingManageService.class));
+			mock(ILoadingManageService.class),
+			mock(org.springblade.transport.support.MpUserDataScopeSupport.class));
 		when(exceptionService.list(ArgumentMatchers.<Wrapper<ExceptionDisposal>>any()))
 			.thenReturn(new ArrayList<>());
 		when(waybillService.list(ArgumentMatchers.<Wrapper<Waybill>>any()))

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ManageTripListDetailTest.java

@@ -101,7 +101,8 @@ class ManageTripListDetailTest {
 			mock(IRiskDisposalService.class),
 			driverWaybillService,
 			tripQueryService,
-			loadingManageService);
+			loadingManageService,
+			mock(org.springblade.transport.support.MpUserDataScopeSupport.class));
 		when(exceptionDisposalService.list(ArgumentMatchers.<Wrapper<ExceptionDisposal>>any()))
 			.thenReturn(new ArrayList<>());
 		when(waybillService.list(ArgumentMatchers.<Wrapper<Waybill>>any())).thenReturn(new ArrayList<>());

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ManageWaybillBusinessStatusTest.java

@@ -65,7 +65,8 @@ class ManageWaybillBusinessStatusTest {
 			mock(IRiskDisposalService.class),
 			mock(IDriverWaybillService.class),
 			mock(ITripQueryService.class),
-			mock(ILoadingManageService.class));
+			mock(ILoadingManageService.class),
+			mock(org.springblade.transport.support.MpUserDataScopeSupport.class));
 		when(exceptionDisposalService.list(anyWrapper())).thenReturn(new ArrayList<>());
 	}
 

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/ManageWaybillOrgScopeTest.java

@@ -29,6 +29,7 @@ import org.springblade.transport.service.ILoadingManageService;
 import org.springblade.transport.service.IRiskDisposalService;
 import org.springblade.transport.service.ITripQueryService;
 import org.springblade.transport.service.IWaybillService;
+import org.springblade.transport.support.MpUserDataScopeSupport;
 
 import java.util.ArrayList;
 import java.util.HashSet;
@@ -80,6 +81,8 @@ class ManageWaybillOrgScopeTest {
 		waybillService = mock(IWaybillService.class);
 		tripQueryService = mock(ITripQueryService.class);
 		IExceptionDisposalService exceptionDisposalService = mock(IExceptionDisposalService.class);
+		MpUserDataScopeSupport mpUserDataScopeSupport = mock(MpUserDataScopeSupport.class);
+		when(mpUserDataScopeSupport.resolveVisibleProjectIdsForQuery()).thenReturn(null);
 		service = new ManageWaybillServiceImpl(
 			waybillService,
 			mock(IDriverService.class),
@@ -87,7 +90,8 @@ class ManageWaybillOrgScopeTest {
 			mock(IRiskDisposalService.class),
 			mock(IDriverWaybillService.class),
 			tripQueryService,
-			mock(ILoadingManageService.class));
+			mock(ILoadingManageService.class),
+			mpUserDataScopeSupport);
 		when(exceptionDisposalService.list(ArgumentMatchers.<Wrapper<ExceptionDisposal>>any()))
 			.thenReturn(new ArrayList<>());
 		when(waybillService.list(ArgumentMatchers.<Wrapper<Waybill>>any())).thenReturn(new ArrayList<>());

blade-service/blade-transport/src/test/java/org/springblade/transport/service/impl/WaybillLoadableQueryTest.java

@@ -68,7 +68,7 @@ class WaybillLoadableQueryTest {
 	}
 
 	@Test
-	@DisplayName("开关开启：公路词表、待执行、未配载一次全部进 wrapper，接单状态不参与")
+	@DisplayName("开关开启：公路词表、待执行/进行中、未配载一次全部进 wrapper，接单状态不参与")
 	void loadableSwitchAppliesWholePredicate() {
 		LambdaQueryWrapper<Waybill> wrapper = capturedQuery(loadableQuery());
 		String sql = String.valueOf(wrapper.getTargetSql());
@@ -79,10 +79,8 @@ class WaybillLoadableQueryTest {
 			assertTrue(params.contains("%" + keyword + "%"),
 				"公路词表要整份进条件，只写 road 会漏掉中文取值的运单：" + params);
 		}
-		assertTrue(sql.contains("business_status =") && params.contains("pending"),
-			"只放行待执行：" + sql + " " + params);
-		assertFalse(params.contains("running"),
-			"进行中一律不可配载，不能沿用「待执行与进行中都可配载」的旧口径：" + params);
+		assertTrue(sql.contains("business_status") && params.contains("pending") && params.contains("running"),
+			"放行待执行与进行中：" + sql + " " + params);
 		assertTrue(sql.contains("loading_no IS NULL") && sql.contains("loading_no ="),
 			"未配载要同时覆盖 NULL 与空串：" + sql);
 		assertFalse(sql.contains("driver_accept_status"),

blade-service/blade-transport/src/test/java/org/springblade/transport/support/LoadableAdmissionSupportTest.java

@@ -50,10 +50,12 @@ class LoadableAdmissionSupportTest {
 	// ------------------------------------------------------------ 单张运单准入
 
 	@Test
-	@DisplayName("公路 + 待执行 + 未配载才可配载")
+	@DisplayName("公路 + 待执行/进行中 + 未配载才可配载")
 	void loadableOnlyWhenAllConditionsHold() {
 		assertTrue(LoadableAdmissionSupport.isLoadable(waybill("road", "pending", null, "pending"), null));
 		assertTrue(LoadableAdmissionSupport.isLoadable(waybill("公路运输", "pending", "", null), null));
+		assertTrue(LoadableAdmissionSupport.isLoadable(waybill("road", "running", null, null), null),
+			"进行中也可配载");
 	}
 
 	@Test
@@ -64,12 +66,10 @@ class LoadableAdmissionSupportTest {
 	}
 
 	@Test
-	@DisplayName("非公路、非待执行、已关联配载单各自单独即可拒绝")
+	@DisplayName("非公路、非待执行/进行中、已关联配载单各自单独即可拒绝")
 	void eachConditionRejectsOnItsOwn() {
 		assertFalse(LoadableAdmissionSupport.isLoadable(waybill("railway", "pending", null, "pending"), null),
 			"非公路不可配载");
-		assertFalse(LoadableAdmissionSupport.isLoadable(waybill("road", "running", null, null), null),
-			"进行中不可配载：不需要接单的项目保存后即为进行中，那是过程配置的产物，不代表可配载");
 		assertFalse(LoadableAdmissionSupport.isLoadable(waybill("road", "draft", null, null), null));
 		assertFalse(LoadableAdmissionSupport.isLoadable(waybill("road", "completed", null, null), null));
 		assertFalse(LoadableAdmissionSupport.isLoadable(waybill("road", "cancelled", null, null), null));
@@ -79,18 +79,19 @@ class LoadableAdmissionSupportTest {
 	}
 
 	@Test
-	@DisplayName("不可配载原因按 公路 → 待执行 → 未关联其它配载单 取第一条")
+	@DisplayName("不可配载原因按 公路 → 待执行/进行中 → 未关联其它配载单 取第一条")
 	void unloadableReasonFollowsPredicateOrder() {
 		assertEquals(LoadableAdmissionSupport.UnloadableReason.NOT_ROAD,
 			LoadableAdmissionSupport.unloadableReason(
-				waybill("railway", "running", "PZ20260101-002", null), "PZ20260101-001"));
-		assertEquals(LoadableAdmissionSupport.UnloadableReason.NOT_PENDING,
+				waybill("railway", "completed", "PZ20260101-002", null), "PZ20260101-001"));
+		assertEquals(LoadableAdmissionSupport.UnloadableReason.NOT_LOADABLE_STATUS,
 			LoadableAdmissionSupport.unloadableReason(
-				waybill("road", "running", "PZ20260101-002", null), "PZ20260101-001"));
+				waybill("road", "completed", "PZ20260101-002", null), "PZ20260101-001"));
 		assertEquals(LoadableAdmissionSupport.UnloadableReason.ON_OTHER_MANIFEST,
 			LoadableAdmissionSupport.unloadableReason(
 				waybill("road", "pending", "PZ20260101-002", null), "PZ20260101-001"));
 		assertNull(LoadableAdmissionSupport.unloadableReason(waybill("road", "pending", null, null), null));
+		assertNull(LoadableAdmissionSupport.unloadableReason(waybill("road", "running", null, null), null));
 		assertNull(LoadableAdmissionSupport.unloadableReason(
 			waybill("road", "pending", "PZ20260101-001", null), "PZ20260101-001"));
 	}

doc/sql/bladex/bladex.mysql.all.create.sql

@@ -311,6 +311,7 @@ CREATE TABLE `blade_dept`  (
   `mnemonic_code` varchar(100) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '助记码',
   `carrier_customer_id` bigint NULL DEFAULT NULL COMMENT '承运商客商档案主键',
   `is_platform_company` tinyint NOT NULL DEFAULT 0 COMMENT '是否平台公司：0否，1是',
+  `is_business_dept` tinyint NOT NULL DEFAULT 0 COMMENT '是否业务部门：0否，1是',
   `oa_id` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT 'OA主键',
   `oa_sup_sub_com_id` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT 'OA上级主键',
   `sort` int NULL DEFAULT NULL COMMENT '排序',

doc/sql/transport/blade_credit_score_quantification.sql

@@ -8,6 +8,7 @@ CREATE TABLE `blade_credit_score_quantification` (
   `name` varchar(30) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NOT NULL COMMENT '评定表名称',
   `remark` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '备注',
   `standard_description` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '标准说明',
+  `max_minus_score` decimal(10,2) NULL DEFAULT NULL COMMENT '减分项目最高扣分限制',
   `create_user` bigint NULL DEFAULT NULL COMMENT '创建人',
   `create_dept` bigint NULL DEFAULT NULL COMMENT '创建部门',
   `create_time` datetime NULL DEFAULT NULL COMMENT '创建时间',

doc/sql/transport/blade_credit_score_quantification_export_insert.sql

@@ -0,0 +1,421 @@
+-- ============================================================================
+-- 评分量化表跨环境复制：按 ID 生成 INSERT 脚本
+-- ============================================================================
+-- 用法（在 DEV 库执行）：
+--   1. 修改下方 @quantification_id 为要复制的评分量化表主键
+--   2. 整段执行，结果集中每一行是一条可直接在 UAT/PROD 执行的 SQL
+--   3. 先复制「清理」语句，再复制各表 INSERT，按结果顺序在目标库执行
+--
+-- 覆盖表（按外键依赖顺序）：
+--   blade_credit_score_quantification
+--   blade_credit_score_category
+--   blade_credit_score_item
+--   blade_credit_score_item_option
+--   blade_credit_rating_standard
+--
+-- 说明：
+--   - 保留原主键与关联 ID，便于 UAT/PROD 与 DEV 配置一致
+--   - 仅导出 is_deleted = 0 的有效数据
+--   - 目标库若已存在同名评定表（tenant_id + name + is_deleted 唯一），请先处理冲突
+-- ============================================================================
+
+-- >>> 请修改为要导出的评分量化表 ID <<<
+SET @quantification_id := 0;
+
+-- ----------------------------------------------------------------------------
+-- 0. 导出前校验：确认主表存在及子表数量
+-- ----------------------------------------------------------------------------
+SELECT
+  q.id,
+  q.tenant_id,
+  q.name,
+  q.status,
+  q.max_minus_score,
+  (SELECT COUNT(1) FROM blade_credit_score_category c
+    WHERE c.quantification_id = q.id AND c.is_deleted = 0) AS category_count,
+  (SELECT COUNT(1) FROM blade_credit_score_item i
+    WHERE i.quantification_id = q.id AND i.is_deleted = 0) AS item_count,
+  (SELECT COUNT(1) FROM blade_credit_score_item_option o
+    WHERE o.quantification_id = q.id AND o.is_deleted = 0) AS option_count,
+  (SELECT COUNT(1) FROM blade_credit_rating_standard s
+    WHERE s.quantification_id = q.id AND s.is_deleted = 0) AS standard_count
+FROM blade_credit_score_quantification q
+WHERE q.id = @quantification_id
+  AND q.is_deleted = 0;
+
+-- ----------------------------------------------------------------------------
+-- 1. 目标库清理语句（先删子表再删主表；结果复制到 UAT/PROD 优先执行）
+-- ----------------------------------------------------------------------------
+SELECT CONCAT(
+  '-- ========== 目标库清理（quantification_id=', @quantification_id, '） ==========\n',
+  'DELETE FROM `blade_credit_score_item_option` WHERE `quantification_id` = ', @quantification_id, ';\n',
+  'DELETE FROM `blade_credit_score_item` WHERE `quantification_id` = ', @quantification_id, ';\n',
+  'DELETE FROM `blade_credit_score_category` WHERE `quantification_id` = ', @quantification_id, ';\n',
+  'DELETE FROM `blade_credit_rating_standard` WHERE `quantification_id` = ', @quantification_id, ';\n',
+  'DELETE FROM `blade_credit_score_quantification` WHERE `id` = ', @quantification_id, ';\n',
+  '-- 若目标库存在同名不同 ID 的评定表，可按名称清理（按需取消注释）：\n',
+  '-- DELETE o FROM `blade_credit_score_item_option` o\n',
+  '--   INNER JOIN `blade_credit_score_quantification` q ON q.id = o.quantification_id\n',
+  '--   WHERE q.tenant_id = ', IFNULL(QUOTE((SELECT tenant_id FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND q.name = ', IFNULL(QUOTE((SELECT name FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND q.is_deleted = 0;\n',
+  '-- DELETE i FROM `blade_credit_score_item` i\n',
+  '--   INNER JOIN `blade_credit_score_quantification` q ON q.id = i.quantification_id\n',
+  '--   WHERE q.tenant_id = ', IFNULL(QUOTE((SELECT tenant_id FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND q.name = ', IFNULL(QUOTE((SELECT name FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND q.is_deleted = 0;\n',
+  '-- DELETE c FROM `blade_credit_score_category` c\n',
+  '--   INNER JOIN `blade_credit_score_quantification` q ON q.id = c.quantification_id\n',
+  '--   WHERE q.tenant_id = ', IFNULL(QUOTE((SELECT tenant_id FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND q.name = ', IFNULL(QUOTE((SELECT name FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND q.is_deleted = 0;\n',
+  '-- DELETE s FROM `blade_credit_rating_standard` s\n',
+  '--   INNER JOIN `blade_credit_score_quantification` q ON q.id = s.quantification_id\n',
+  '--   WHERE q.tenant_id = ', IFNULL(QUOTE((SELECT tenant_id FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND q.name = ', IFNULL(QUOTE((SELECT name FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND q.is_deleted = 0;\n',
+  '-- DELETE FROM `blade_credit_score_quantification`\n',
+  '--   WHERE tenant_id = ', IFNULL(QUOTE((SELECT tenant_id FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND name = ', IFNULL(QUOTE((SELECT name FROM blade_credit_score_quantification WHERE id = @quantification_id LIMIT 1)), 'NULL'),
+  ' AND is_deleted = 0;'
+) AS sql_text;
+
+-- ----------------------------------------------------------------------------
+-- 2. 主表 blade_credit_score_quantification
+-- ----------------------------------------------------------------------------
+SELECT CONCAT(
+  'INSERT INTO `blade_credit_score_quantification` (',
+  '`id`, `tenant_id`, `name`, `remark`, `standard_description`, `max_minus_score`, ',
+  '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+  ') VALUES (',
+  id, ', ',
+  IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+  IFNULL(QUOTE(name), 'NULL'), ', ',
+  IFNULL(QUOTE(remark), 'NULL'), ', ',
+  IFNULL(QUOTE(standard_description), 'NULL'), ', ',
+  IFNULL(CAST(max_minus_score AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(is_deleted AS CHAR), '0'),
+  ');'
+) AS sql_text
+FROM blade_credit_score_quantification
+WHERE id = @quantification_id
+  AND is_deleted = 0;
+
+-- ----------------------------------------------------------------------------
+-- 3. 分类 blade_credit_score_category
+-- ----------------------------------------------------------------------------
+SELECT CONCAT(
+  'INSERT INTO `blade_credit_score_category` (',
+  '`id`, `tenant_id`, `quantification_id`, `category_code`, `category_name`, `sort`, ',
+  '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+  ') VALUES (',
+  id, ', ',
+  IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+  quantification_id, ', ',
+  IFNULL(QUOTE(category_code), 'NULL'), ', ',
+  IFNULL(QUOTE(category_name), 'NULL'), ', ',
+  IFNULL(CAST(sort AS CHAR), '0'), ', ',
+  IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(is_deleted AS CHAR), '0'),
+  ');'
+) AS sql_text
+FROM blade_credit_score_category
+WHERE quantification_id = @quantification_id
+  AND is_deleted = 0
+ORDER BY sort, id;
+
+-- ----------------------------------------------------------------------------
+-- 4. 评分项目 blade_credit_score_item
+-- ----------------------------------------------------------------------------
+SELECT CONCAT(
+  'INSERT INTO `blade_credit_score_item` (',
+  '`id`, `tenant_id`, `quantification_id`, `category_id`, `category_code`, `item_name`, ',
+  '`option_type`, `base_value`, `score`, `score_description`, `option_description`, `sort`, ',
+  '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+  ') VALUES (',
+  id, ', ',
+  IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+  quantification_id, ', ',
+  category_id, ', ',
+  IFNULL(QUOTE(category_code), 'NULL'), ', ',
+  IFNULL(QUOTE(item_name), 'NULL'), ', ',
+  IFNULL(QUOTE(option_type), 'NULL'), ', ',
+  IFNULL(CAST(base_value AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(score AS CHAR), '0.00'), ', ',
+  IFNULL(QUOTE(score_description), 'NULL'), ', ',
+  IFNULL(QUOTE(option_description), 'NULL'), ', ',
+  IFNULL(CAST(sort AS CHAR), '0'), ', ',
+  IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(is_deleted AS CHAR), '0'),
+  ');'
+) AS sql_text
+FROM blade_credit_score_item
+WHERE quantification_id = @quantification_id
+  AND is_deleted = 0
+ORDER BY sort, id;
+
+-- ----------------------------------------------------------------------------
+-- 5. 评分项目选项 blade_credit_score_item_option
+-- ----------------------------------------------------------------------------
+SELECT CONCAT(
+  'INSERT INTO `blade_credit_score_item_option` (',
+  '`id`, `tenant_id`, `quantification_id`, `item_id`, `option_name`, ',
+  '`change_type`, `change_value`, `change_unit`, `score_type`, `score`, `sort`, ',
+  '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+  ') VALUES (',
+  id, ', ',
+  IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+  quantification_id, ', ',
+  item_id, ', ',
+  IFNULL(QUOTE(option_name), 'NULL'), ', ',
+  IFNULL(QUOTE(change_type), 'NULL'), ', ',
+  IFNULL(CAST(change_value AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(change_unit), 'NULL'), ', ',
+  IFNULL(QUOTE(score_type), 'NULL'), ', ',
+  IFNULL(CAST(score AS CHAR), '0.00'), ', ',
+  IFNULL(CAST(sort AS CHAR), '0'), ', ',
+  IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(is_deleted AS CHAR), '0'),
+  ');'
+) AS sql_text
+FROM blade_credit_score_item_option
+WHERE quantification_id = @quantification_id
+  AND is_deleted = 0
+ORDER BY sort, id;
+
+-- ----------------------------------------------------------------------------
+-- 6. 信用等级评估标准 blade_credit_rating_standard
+-- ----------------------------------------------------------------------------
+SELECT CONCAT(
+  'INSERT INTO `blade_credit_rating_standard` (',
+  '`id`, `tenant_id`, `quantification_id`, `credit_level`, ',
+  '`score_rate_lower`, `score_rate_upper`, `score_rate_increase`, ',
+  '`credit_limit_lower`, `credit_limit_upper`, `credit_limit_increase`, ',
+  '`standard_description`, `sort`, ',
+  '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+  ') VALUES (',
+  id, ', ',
+  IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+  quantification_id, ', ',
+  IFNULL(QUOTE(credit_level), 'NULL'), ', ',
+  IFNULL(CAST(score_rate_lower AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(score_rate_upper AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(score_rate_increase AS CHAR), '1'), ', ',
+  IFNULL(CAST(credit_limit_lower AS CHAR), '0.00'), ', ',
+  IFNULL(CAST(credit_limit_upper AS CHAR), '0.00'), ', ',
+  IFNULL(CAST(credit_limit_increase AS CHAR), '0.00'), ', ',
+  IFNULL(QUOTE(standard_description), 'NULL'), ', ',
+  IFNULL(CAST(sort AS CHAR), '0'), ', ',
+  IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+  IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+  IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+  IFNULL(CAST(is_deleted AS CHAR), '0'),
+  ');'
+) AS sql_text
+FROM blade_credit_rating_standard
+WHERE quantification_id = @quantification_id
+  AND is_deleted = 0
+ORDER BY sort, id;
+
+-- ----------------------------------------------------------------------------
+-- 7. 汇总：一次性输出全部 SQL（便于整段复制；MySQL 客户端需允许 GROUP_CONCAT 长度）
+-- ----------------------------------------------------------------------------
+SET SESSION group_concat_max_len = 1024 * 1024 * 16;
+
+SELECT CONCAT_WS(
+  '\n',
+  -- 清理
+  CONCAT(
+    '-- ========== 目标库清理（quantification_id=', @quantification_id, '） ==========\n',
+    'DELETE FROM `blade_credit_score_item_option` WHERE `quantification_id` = ', @quantification_id, ';\n',
+    'DELETE FROM `blade_credit_score_item` WHERE `quantification_id` = ', @quantification_id, ';\n',
+    'DELETE FROM `blade_credit_score_category` WHERE `quantification_id` = ', @quantification_id, ';\n',
+    'DELETE FROM `blade_credit_rating_standard` WHERE `quantification_id` = ', @quantification_id, ';\n',
+    'DELETE FROM `blade_credit_score_quantification` WHERE `id` = ', @quantification_id, ';'
+  ),
+  '',
+  '-- ========== 主表 ==========',
+  (SELECT GROUP_CONCAT(
+      CONCAT(
+        'INSERT INTO `blade_credit_score_quantification` (',
+        '`id`, `tenant_id`, `name`, `remark`, `standard_description`, `max_minus_score`, ',
+        '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+        ') VALUES (',
+        id, ', ',
+        IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+        IFNULL(QUOTE(name), 'NULL'), ', ',
+        IFNULL(QUOTE(remark), 'NULL'), ', ',
+        IFNULL(QUOTE(standard_description), 'NULL'), ', ',
+        IFNULL(CAST(max_minus_score AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(is_deleted AS CHAR), '0'),
+        ');'
+      )
+      SEPARATOR '\n'
+    )
+   FROM blade_credit_score_quantification
+   WHERE id = @quantification_id AND is_deleted = 0),
+  '',
+  '-- ========== 分类 ==========',
+  IFNULL((SELECT GROUP_CONCAT(
+      CONCAT(
+        'INSERT INTO `blade_credit_score_category` (',
+        '`id`, `tenant_id`, `quantification_id`, `category_code`, `category_name`, `sort`, ',
+        '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+        ') VALUES (',
+        id, ', ',
+        IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+        quantification_id, ', ',
+        IFNULL(QUOTE(category_code), 'NULL'), ', ',
+        IFNULL(QUOTE(category_name), 'NULL'), ', ',
+        IFNULL(CAST(sort AS CHAR), '0'), ', ',
+        IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(is_deleted AS CHAR), '0'),
+        ');'
+      )
+      ORDER BY sort, id
+      SEPARATOR '\n'
+    )
+   FROM blade_credit_score_category
+   WHERE quantification_id = @quantification_id AND is_deleted = 0), ''),
+  '',
+  '-- ========== 评分项目 ==========',
+  IFNULL((SELECT GROUP_CONCAT(
+      CONCAT(
+        'INSERT INTO `blade_credit_score_item` (',
+        '`id`, `tenant_id`, `quantification_id`, `category_id`, `category_code`, `item_name`, ',
+        '`option_type`, `base_value`, `score`, `score_description`, `option_description`, `sort`, ',
+        '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+        ') VALUES (',
+        id, ', ',
+        IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+        quantification_id, ', ',
+        category_id, ', ',
+        IFNULL(QUOTE(category_code), 'NULL'), ', ',
+        IFNULL(QUOTE(item_name), 'NULL'), ', ',
+        IFNULL(QUOTE(option_type), 'NULL'), ', ',
+        IFNULL(CAST(base_value AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(score AS CHAR), '0.00'), ', ',
+        IFNULL(QUOTE(score_description), 'NULL'), ', ',
+        IFNULL(QUOTE(option_description), 'NULL'), ', ',
+        IFNULL(CAST(sort AS CHAR), '0'), ', ',
+        IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(is_deleted AS CHAR), '0'),
+        ');'
+      )
+      ORDER BY sort, id
+      SEPARATOR '\n'
+    )
+   FROM blade_credit_score_item
+   WHERE quantification_id = @quantification_id AND is_deleted = 0), ''),
+  '',
+  '-- ========== 评分项目选项 ==========',
+  IFNULL((SELECT GROUP_CONCAT(
+      CONCAT(
+        'INSERT INTO `blade_credit_score_item_option` (',
+        '`id`, `tenant_id`, `quantification_id`, `item_id`, `option_name`, ',
+        '`change_type`, `change_value`, `change_unit`, `score_type`, `score`, `sort`, ',
+        '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+        ') VALUES (',
+        id, ', ',
+        IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+        quantification_id, ', ',
+        item_id, ', ',
+        IFNULL(QUOTE(option_name), 'NULL'), ', ',
+        IFNULL(QUOTE(change_type), 'NULL'), ', ',
+        IFNULL(CAST(change_value AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(change_unit), 'NULL'), ', ',
+        IFNULL(QUOTE(score_type), 'NULL'), ', ',
+        IFNULL(CAST(score AS CHAR), '0.00'), ', ',
+        IFNULL(CAST(sort AS CHAR), '0'), ', ',
+        IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(is_deleted AS CHAR), '0'),
+        ');'
+      )
+      ORDER BY sort, id
+      SEPARATOR '\n'
+    )
+   FROM blade_credit_score_item_option
+   WHERE quantification_id = @quantification_id AND is_deleted = 0), ''),
+  '',
+  '-- ========== 信用等级评估标准 ==========',
+  IFNULL((SELECT GROUP_CONCAT(
+      CONCAT(
+        'INSERT INTO `blade_credit_rating_standard` (',
+        '`id`, `tenant_id`, `quantification_id`, `credit_level`, ',
+        '`score_rate_lower`, `score_rate_upper`, `score_rate_increase`, ',
+        '`credit_limit_lower`, `credit_limit_upper`, `credit_limit_increase`, ',
+        '`standard_description`, `sort`, ',
+        '`create_user`, `create_dept`, `create_time`, `update_user`, `update_time`, `status`, `is_deleted`',
+        ') VALUES (',
+        id, ', ',
+        IFNULL(QUOTE(tenant_id), 'NULL'), ', ',
+        quantification_id, ', ',
+        IFNULL(QUOTE(credit_level), 'NULL'), ', ',
+        IFNULL(CAST(score_rate_lower AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(score_rate_upper AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(score_rate_increase AS CHAR), '1'), ', ',
+        IFNULL(CAST(credit_limit_lower AS CHAR), '0.00'), ', ',
+        IFNULL(CAST(credit_limit_upper AS CHAR), '0.00'), ', ',
+        IFNULL(CAST(credit_limit_increase AS CHAR), '0.00'), ', ',
+        IFNULL(QUOTE(standard_description), 'NULL'), ', ',
+        IFNULL(CAST(sort AS CHAR), '0'), ', ',
+        IFNULL(CAST(create_user AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(create_dept AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(create_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(update_user AS CHAR), 'NULL'), ', ',
+        IFNULL(QUOTE(DATE_FORMAT(update_time, '%Y-%m-%d %H:%i:%s')), 'NULL'), ', ',
+        IFNULL(CAST(status AS CHAR), 'NULL'), ', ',
+        IFNULL(CAST(is_deleted AS CHAR), '0'),
+        ');'
+      )
+      ORDER BY sort, id
+      SEPARATOR '\n'
+    )
+   FROM blade_credit_rating_standard
+   WHERE quantification_id = @quantification_id AND is_deleted = 0), '')
+) AS full_export_sql;

doc/sql/transport/blade_credit_score_quantification_max_minus_score_patch_20261023.sql

@@ -0,0 +1,5 @@
+-- 评分量化表：减分项目最高扣分限制
+-- 客商自评/复评时，所有减分项合计扣分不得超过该值；超出则按该上限计分
+
+ALTER TABLE `blade_credit_score_quantification`
+  ADD COLUMN `max_minus_score` decimal(10,2) NULL DEFAULT NULL COMMENT '减分项目最高扣分限制' AFTER `standard_description`;

doc/sql/transport/blade_customer_archive.sql

@@ -18,21 +18,24 @@ CREATE TABLE `blade_customer_archive` (
   `registered_region_name` varchar(100) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '注册地址行政区划',
   `registered_detail_address` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '注册地址详细地址',
   `legal_person` varchar(10) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NOT NULL COMMENT '法人/负责人',
-  `contact_phone` varchar(20) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NOT NULL COMMENT '联系电话',
+  `contact_phone` varchar(20) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '联系电话',
   `dept_id` bigint NULL DEFAULT NULL COMMENT '所属组织ID',
   `dept_ids` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '所属组织ID集合',
   `dept_name` varchar(100) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NOT NULL COMMENT '所属组织',
   `invoice_tax_rate` decimal(6,2) NULL DEFAULT NULL COMMENT '开票税点',
-  `business_scope` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '经营范围',
+  `business_scope` text CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL COMMENT '经营范围',
   `network_freight_platform` tinyint NULL DEFAULT NULL COMMENT '网络货运平台：0否，1是',
   `business_term_type` varchar(20) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '营业期限类型',
+  `business_start_date` date NULL DEFAULT NULL COMMENT '营业期限开始日',
   `business_end_date` date NULL DEFAULT NULL COMMENT '营业期限截止日',
   `registered_capital` decimal(18,2) NULL DEFAULT NULL COMMENT '注册资金(万元)',
+  `paid_in_capital` decimal(18,2) NULL DEFAULT NULL COMMENT '实缴资本(万元)',
   `principal` varchar(10) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '客商负责人',
   `mnemonic_code` varchar(15) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '助记码',
   `customer_level` varchar(30) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '客户等级',
   `max_credit_limit` decimal(18,2) NULL DEFAULT NULL COMMENT '最大资金使用额度(万元)',
   `apply_credit_limit` decimal(18,2) NULL DEFAULT NULL COMMENT '申请总资金使用额度(万元)',
+  `used_credit_limit` decimal(18,2) NULL DEFAULT NULL COMMENT '已使用额度(万元)',
   `remark` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '备注',
   `qualification_attachments` text CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL COMMENT '客商材料JSON',
   `access_type` varchar(20) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT 'temporary' COMMENT '准入类型：temporary临时，formal正式',

doc/sql/transport/blade_customer_archive_paid_in_used_credit_20261022.sql

@@ -0,0 +1,7 @@
+-- 客商档案：实缴资本、营业期限开始日、已使用额度；经营范围加长；联系电话改为可空（改由联系人维护）
+ALTER TABLE `blade_customer_archive`
+  ADD COLUMN `business_start_date` date NULL DEFAULT NULL COMMENT '营业期限开始日' AFTER `business_term_type`,
+  ADD COLUMN `paid_in_capital` decimal(18,2) NULL DEFAULT NULL COMMENT '实缴资本(万元)' AFTER `registered_capital`,
+  ADD COLUMN `used_credit_limit` decimal(18,2) NULL DEFAULT NULL COMMENT '已使用额度(万元)' AFTER `apply_credit_limit`,
+  MODIFY COLUMN `business_scope` text CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL COMMENT '经营范围',
+  MODIFY COLUMN `contact_phone` varchar(20) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '联系电话';

doc/sql/transport/blade_dept_is_business_dept_20261022.sql

@@ -0,0 +1,5 @@
+-- 机构表：新增「是否业务部门」字段，默认否
+-- 全量 OA 同步时须保留本地已配置值，不得覆盖
+
+ALTER TABLE `blade_dept`
+  ADD COLUMN `is_business_dept` tinyint NOT NULL DEFAULT 0 COMMENT '是否业务部门：0否，1是' AFTER `is_platform_company`;

doc/sql/transport/blade_formal_settlement_20260818.sql

@@ -9,6 +9,7 @@ CREATE TABLE IF NOT EXISTS `blade_formal_settlement` (
   `dept_id` bigint(20) DEFAULT NULL, `dept_name` varchar(100) DEFAULT NULL, `contract_id` bigint(20) NOT NULL,
   `contract_no` varchar(100) DEFAULT NULL, `contract_name` varchar(100) NOT NULL, `payer_name` varchar(200) DEFAULT NULL,
   `payee_name` varchar(200) DEFAULT NULL, `currency` varchar(20) NOT NULL DEFAULT 'RMB', `settlement_amount` decimal(18,2) NOT NULL DEFAULT '0.00',
+  `business_model` varchar(64) DEFAULT NULL COMMENT '业务模式', `transport_type` varchar(64) DEFAULT NULL COMMENT '运输方式',
   `local_currency` varchar(20) NOT NULL DEFAULT 'RMB', `local_settlement_amount` decimal(18,2) DEFAULT NULL,
   `applied_payment_amount` decimal(18,2) NOT NULL DEFAULT '0.00' COMMENT '申请付款金额含预付',
   `paid_amount` decimal(18,2) NOT NULL DEFAULT '0.00' COMMENT '已收已付合计含预付',

doc/sql/transport/blade_mp_user_20261012.sql

@@ -18,6 +18,8 @@ CREATE TABLE IF NOT EXISTS `blade_mp_user` (
   `openid` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '微信小程序 openid',
   `identities` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '小程序身份，逗号分隔：driver,admin',
   `dept_id` varchar(1000) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '部门id',
+  `data_scope_range` tinyint NOT NULL DEFAULT 1 COMMENT '数据权限范围：1所属组织，2全部组织，3自定义',
+  `data_level_range` tinyint NOT NULL DEFAULT 1 COMMENT '数据层级范围：1包含下级，2仅本级',
   `post_id` varchar(1000) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '岗位id',
   `remark` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '备注',
   `create_user` bigint NULL DEFAULT NULL COMMENT '创建人',

doc/sql/transport/blade_mp_user_data_scope_20261021.sql

@@ -0,0 +1,12 @@
+-- 小程序用户：数据权限范围、数据层级范围、自定义组织数据权限
+ALTER TABLE `blade_mp_user`
+  ADD COLUMN `data_scope_range` tinyint NOT NULL DEFAULT 1 COMMENT '数据权限范围：1所属组织，2全部组织，3自定义' AFTER `dept_id`,
+  ADD COLUMN `data_level_range` tinyint NOT NULL DEFAULT 1 COMMENT '数据层级范围：1包含下级，2仅本级' AFTER `data_scope_range`;
+
+CREATE TABLE IF NOT EXISTS `blade_mp_user_data_scope` (
+  `id` bigint NOT NULL COMMENT '主键',
+  `user_id` bigint NOT NULL COMMENT '小程序用户主键',
+  `dept_id` bigint NOT NULL COMMENT '组织主键',
+  PRIMARY KEY (`id`) USING BTREE,
+  UNIQUE KEY `uk_blade_mp_user_data_scope_user_dept` (`user_id`, `dept_id`) USING BTREE
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='小程序用户组织数据权限';

doc/sql/transport/blade_pre_settlement_20260818.sql

@@ -24,6 +24,8 @@ CREATE TABLE IF NOT EXISTS `blade_pre_settlement` (
   `payee_name` varchar(200) COLLATE utf8mb4_general_ci DEFAULT NULL COMMENT '收款方',
   `currency` varchar(20) COLLATE utf8mb4_general_ci NOT NULL DEFAULT 'RMB' COMMENT '结算币种',
   `settlement_amount` decimal(18,2) NOT NULL DEFAULT '0.00' COMMENT '结算金额',
+  `business_model` varchar(64) COLLATE utf8mb4_general_ci DEFAULT NULL COMMENT '业务模式',
+  `transport_type` varchar(64) COLLATE utf8mb4_general_ci DEFAULT NULL COMMENT '运输方式',
   `local_currency` varchar(20) COLLATE utf8mb4_general_ci NOT NULL DEFAULT 'RMB' COMMENT '本位币',
   `local_settlement_amount` decimal(18,2) DEFAULT NULL COMMENT '本位币合计',
   `exchange_rate_date` date DEFAULT NULL COMMENT '汇率日期',

doc/sql/transport/blade_settlement_business_model_transport_type_20261021.sql

@@ -0,0 +1,8 @@
+-- 预结算单、正式结算单：业务模式、运输方式（主表头字段）
+ALTER TABLE `blade_pre_settlement`
+  ADD COLUMN `business_model` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '业务模式' AFTER `settlement_amount`,
+  ADD COLUMN `transport_type` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '运输方式' AFTER `business_model`;
+
+ALTER TABLE `blade_formal_settlement`
+  ADD COLUMN `business_model` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '业务模式' AFTER `settlement_amount`,
+  ADD COLUMN `transport_type` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT '运输方式' AFTER `business_model`;

doc/sql/transport/stat_account_module_create_count.sql

@@ -7,8 +7,12 @@
 -- 3. 只统计各功能列表对应的主表。随主单保存的明细、联系人、附件、变更流水不重复计数。
 -- 4. 含已逻辑删除的数据，因为这些记录确实被创建过。
 -- 5. 客商档案菜单挂在「车/船务管理」下，这里按统计口径单独计入「客商管理」。
--- 6. 未纳入：结算管理、首付款管理、在途管理，以及系统管理下的开票项目。
+-- 6. 未纳入：在途管理，以及系统管理下的开票项目。
 -- 7. 导入运单产生的运单计入「业务模块-运单管理」，不另计导入批次。
+--    导入结算单产生的正式结算单计入「结算管理」的付款结算单或收款结算单，不另计导入批次。
+-- 8. 付款结算单、收款结算单共用 blade_formal_settlement，按 settlement_type 区分（payable/receivable）。
+--    应收、应付共用 blade_receivable_payable_detail，同样按 settlement_type 区分。
+-- 9. 菜单名称为「收付款管理」，统计模块名与菜单一致。
 
 SET NAMES utf8mb4;
 
@@ -396,7 +400,124 @@ SELECT t.create_user, 8, '运力模块', 4, '车辆调度', 'blade_transport_veh
 FROM blade_transport_vehicle_dispatch t
 INNER JOIN tmp_stat_user u ON u.id = t.create_user
 WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
-GROUP BY t.create_user;
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 9, '结算管理', 1, '应收', 'blade_receivable_payable_detail', COUNT(*)
+FROM blade_receivable_payable_detail t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+  AND t.settlement_type = 'receivable'
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 9, '结算管理', 2, '应付', 'blade_receivable_payable_detail', COUNT(*)
+FROM blade_receivable_payable_detail t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+  AND t.settlement_type = 'payable'
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 9, '结算管理', 3, '预付结算单', 'blade_pre_settlement', COUNT(*)
+FROM blade_pre_settlement t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 9, '结算管理', 4, '付款结算单', 'blade_formal_settlement', COUNT(*)
+FROM blade_formal_settlement t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+  AND t.settlement_type = 'payable'
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 9, '结算管理', 5, '收款结算单', 'blade_formal_settlement', COUNT(*)
+FROM blade_formal_settlement t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+  AND t.settlement_type = 'receivable'
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 9, '结算管理', 6, '运输对账', 'blade_transport_reconciliation', COUNT(*)
+FROM blade_transport_reconciliation t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 9, '结算管理', 7, '结算调整单', 'blade_settlement_adjustment', COUNT(*)
+FROM blade_settlement_adjustment t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 10, '收付款管理', 1, '付款管理', 'blade_payment_application', COUNT(*)
+FROM blade_payment_application t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 10, '收付款管理', 2, '开票管理', 'blade_invoice_application', COUNT(*)
+FROM blade_invoice_application t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 10, '收付款管理', 3, '收票管理', 'blade_invoice_receipt', COUNT(*)
+FROM blade_invoice_receipt t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 10, '收付款管理', 4, '收款流水', 'blade_kingdee_receipt_flow', COUNT(*)
+FROM blade_kingdee_receipt_flow t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 10, '收付款管理', 5, '认领记录', 'blade_receipt_claim', COUNT(*)
+FROM blade_receipt_claim t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 10, '收付款管理', 6, '汇票台账', 'blade_bill_ledger', COUNT(*)
+FROM blade_bill_ledger t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
+
+INSERT INTO tmp_stat_detail (create_user, module_sort, module_name, biz_sort, biz_name, table_name, cnt)
+SELECT t.create_user, 10, '收付款管理', 7, '汇票付款', 'blade_bill_payment', COUNT(*)
+FROM blade_bill_payment t
+INNER JOIN tmp_stat_user u ON u.id = t.create_user
+WHERE t.create_time >= @stat_start AND t.create_time < @stat_end_exclusive
+GROUP BY t.create_user
+;
 
 -- 结果 1：账号匹配情况。用户 ID 为空表示库中没有该账号。
 SELECT
@@ -422,6 +543,8 @@ SELECT
   IFNULL(SUM(CASE WHEN d.module_name = '业务模块' THEN d.cnt ELSE 0 END), 0) AS `业务模块`,
   IFNULL(SUM(CASE WHEN d.module_name = '车/船务模块' THEN d.cnt ELSE 0 END), 0) AS `车/船务模块`,
   IFNULL(SUM(CASE WHEN d.module_name = '运力模块' THEN d.cnt ELSE 0 END), 0) AS `运力模块`,
+  IFNULL(SUM(CASE WHEN d.module_name = '结算管理' THEN d.cnt ELSE 0 END), 0) AS `结算管理`,
+  IFNULL(SUM(CASE WHEN d.module_name = '收付款管理' THEN d.cnt ELSE 0 END), 0) AS `收付款管理`,
   IFNULL(SUM(d.cnt), 0) AS `合计`
 FROM tmp_stat_account a
 LEFT JOIN tmp_stat_user u ON u.account = a.account