🐛 修复收款流水继续认领与付款可付口径，并改用OA登录名提交流程

收款流水部分认领预填关联结算单并修正认领完成判定；正式结算尾款扣减预付占用；预付驳回重提纠正结算引用；临时额度取消强制项目额度校验；用户增加OA登录名供MK流程使用。

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

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

@@ -39,6 +39,7 @@ import java.time.LocalDate;
 import java.time.LocalDateTime;
 import java.util.ArrayList;
 import java.util.List;
+import java.util.Map;
 
 /**
  * 收款流水视图实体类
@@ -91,4 +92,9 @@ public class ReceiptFlowVO extends KingdeeReceiptFlow {
 	private BigDecimal receiptAmountEnd;
 	@TableField(exist = false)
 	private List<ReceiptFlowRecord> claimRecords = new ArrayList<>();
+	/**
+	 * 本流水历史关联且仍有剩余可认领金额的应收正式结算单（继续认领时预填）
+	 */
+	@TableField(exist = false)
+	private List<Map<String, Object>> relatedSettlements = new ArrayList<>();
 }

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

@@ -132,6 +132,10 @@ public class User extends TenantEntity implements IPhone {
 	 *  是否是oa的账号
 	 */
 	private Integer isOa;
+	/**
+	 * OA登录名
+	 */
+	private String oaLoginId;
 	/**
 	 * OA上次更新时间（OA 的 modified 字段），仅同步比对使用
 	 */

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

@@ -11,7 +11,6 @@ import lombok.AllArgsConstructor;
 import org.springblade.core.boot.ctrl.BladeController;
 import org.springblade.core.mp.support.Condition;
 import org.springblade.core.mp.support.Query;
-import org.springblade.core.secure.utils.AuthUtil;
 import org.springblade.core.tool.api.R;
 import org.springblade.core.tool.utils.StringUtil;
 import org.springblade.process.pojo.dto.ApprovalDTO;
@@ -49,7 +48,6 @@ public class BusinessProcessController extends BladeController {
 		if (param == null) {
 			param = new ApprovalDTO();
 		}
-		param.setLoginName(AuthUtil.getUserAccount());
 		IPage<ApprovalVO> pages = businessProcessService.queryMkApprovalList(Condition.getPage(query), param);
 		return R.data(pages);
 	}

blade-service/blade-system/src/main/java/org/springblade/process/service/IBusinessProcessService.java

@@ -71,7 +71,7 @@ public interface IBusinessProcessService extends IService<BusinessProcess> {
 	 * 获取流程当前节点详情
 	 *
 	 * @param processInstanceId 流程实例id
-	 * @param loginName MK登录名（手机号），可为空，为空时按流程发起人解析
+	 * @param loginName MK登录名（OA登录名），可为空，为空时按流程发起人解析
 	 * @return 当前节点列表
 	 */
 	List<?> getCurrentNodes(String processInstanceId, String loginName);
@@ -80,7 +80,7 @@ public interface IBusinessProcessService extends IService<BusinessProcess> {
 	 * 获取流程实例详情
 	 *
 	 * @param processInstanceId 流程实例id
-	 * @param loginName MK登录名（手机号），可为空，为空时按流程发起人解析
+	 * @param loginName MK登录名（OA登录名），可为空，为空时按流程发起人解析
 	 * @return 流程实例详情
 	 */
 	Object getProcessInfo(String processInstanceId, String loginName);

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

@@ -132,9 +132,9 @@ public class BusinessProcessServiceImpl extends ServiceImpl<BusinessProcessMappe
 	public String processSubmit(MKProcessCreateDTO param) {
 		AssertUtils.notNull(param, "提交流程参数不能为空");
 		AssertUtils.notBlank(param.getTemplateCode(), "模板编码不能为空");
-		// 前端拿到的手机号可能经 @Sensitive 脱敏（如 137****8880），这里从库取真实手机号覆盖
-		String loginName = resolveCurrentUserPhone();
-		AssertUtils.notBlank(loginName, "当前用户手机号为空，无法提交审核流");
+		// MK loginName 使用当前用户 OA 登录名，未配置则不允许提交
+		String loginName = resolveCurrentUserOaLoginId();
+		AssertUtils.notBlank(loginName, "当前用户OA登录名为空，无法提交审核流");
 		param.setSubmitIdentity(loginName);
 		param.setLoginName(loginName);
 		String bizType = param.getBizType();
@@ -258,7 +258,7 @@ public class BusinessProcessServiceImpl extends ServiceImpl<BusinessProcessMappe
 			resolvedLoginName = businessProcess.getPromoterLoginName();
 		}
 		if (StringUtil.isBlank(resolvedLoginName)) {
-			resolvedLoginName = resolveCurrentUserPhone();
+			resolvedLoginName = resolveCurrentUserOaLoginId();
 		}
 		if (StringUtil.isBlank(resolvedLoginName)) {
 			return false;
@@ -291,10 +291,10 @@ public class BusinessProcessServiceImpl extends ServiceImpl<BusinessProcessMappe
 		}
 		String loginName = businessProcess.getPromoterLoginName();
 		if (StringUtil.isBlank(loginName)) {
-			loginName = resolveCurrentUserPhone();
+			loginName = resolveCurrentUserOaLoginId();
 		}
 		if (StringUtil.isBlank(loginName)) {
-			log.warn("查询MK流程实例跳过，登录名为空 bizId={} processInstanceId={}",
+			log.warn("查询MK流程实例跳过，OA登录名为空 bizId={} processInstanceId={}",
 				bizId, businessProcess.getProcessInstanceId());
 			return false;
 		}
@@ -357,9 +357,9 @@ public class BusinessProcessServiceImpl extends ServiceImpl<BusinessProcessMappe
 		}
 		String loginName = businessProcess.getPromoterLoginName();
 		if (StringUtil.isBlank(loginName)) {
-			loginName = resolveCurrentUserPhone();
+			loginName = resolveCurrentUserOaLoginId();
 		}
-		AssertUtils.notBlank(loginName, "当前用户手机号为空，无法删除审核流");
+		AssertUtils.notBlank(loginName, "当前用户OA登录名为空，无法删除审核流");
 		log.info("调用mk processDelete processInstanceId={} loginName={} bizId={} formInstanceId={}",
 			businessProcess.getProcessInstanceId(), loginName, bizId, businessProcess.getFormInstanceId());
 		boolean deleted = mkService.processDelete(businessProcess.getProcessInstanceId(), loginName);
@@ -563,27 +563,18 @@ public class BusinessProcessServiceImpl extends ServiceImpl<BusinessProcessMappe
 	}
 
 	/**
-	 * 从当前登录用户实体读取真实手机号（库内 SM2 密文先解密，绕过接口脱敏）
+	 * 从当前登录用户实体读取 OA 登录名，作为 MK 接口 loginName
 	 */
-	private String resolveCurrentUserPhone() {
+	private String resolveCurrentUserOaLoginId() {
 		Long userId = AuthUtil.getUserId();
-		if (userId != null) {
-			User user = userService.getById(userId);
-			if (user != null) {
-				userService.decryptPhone(user);
-				if (StringUtil.isNotBlank(user.getPhone()) && !user.getPhone().contains("*")) {
-					return user.getPhone().trim();
-				}
-				if (StringUtil.isNotBlank(user.getAccount()) && user.getAccount().matches("^1\\d{10}$")) {
-					return user.getAccount().trim();
-				}
-			}
+		if (userId == null) {
+			return null;
 		}
-		String account = AuthUtil.getUserAccount();
-		if (StringUtil.isNotBlank(account) && account.matches("^1\\d{10}$")) {
-			return account.trim();
+		User user = userService.getById(userId);
+		if (user == null || StringUtil.isBlank(user.getOaLoginId())) {
+			return null;
 		}
-		return null;
+		return user.getOaLoginId().trim();
 	}
 
     @Transactional(rollbackFor = Exception.class)
@@ -703,8 +694,8 @@ public class BusinessProcessServiceImpl extends ServiceImpl<BusinessProcessMappe
 			processInstanceId = businessProcess.getProcessInstanceId();
 		}
 		try {
-			String loginName = resolveCurrentUserPhone();
-			AssertUtils.notBlank(loginName, "当前用户手机号为空，无法获取审核跳转地址");
+			String loginName = resolveCurrentUserOaLoginId();
+			AssertUtils.notBlank(loginName, "当前用户OA登录名为空，无法获取审核跳转地址");
 			String mkApprovalUrl = mkService.getMKApprovalUrl(processInstanceId, loginName);
 			AssertUtils.notBlank(mkApprovalUrl, "获取mk审批页面链接异常");
 			return mkApprovalUrl;
@@ -921,6 +912,9 @@ public class BusinessProcessServiceImpl extends ServiceImpl<BusinessProcessMappe
 
     @Override
 	public IPage<ApprovalVO> queryMkApprovalList(IPage<ApprovalVO> page, ApprovalDTO param) {
+		String loginName = resolveCurrentUserOaLoginId();
+		AssertUtils.notBlank(loginName, "当前用户OA登录名为空，无法查询审核列表");
+		param.setLoginName(loginName);
 		if (MKDoc.RELATED.getCode().equals(param.getDocType())) {
 			// 我参与的，调用流程列表接口
 			MKProcessDTO processParam = approvalConvert.dto2mk(param);

blade-service/blade-system/src/main/java/org/springblade/system/convert/UserConvert.java

@@ -70,6 +70,7 @@ public interface UserConvert {
     @Mapping(source = "lastname", target = "realName")
     @Mapping(source = "mobile", target = "phone")
     @Mapping(source = "email", target = "email")
+    @Mapping(source = "loginid", target = "oaLoginId")
     @Mapping(source = "modified", target = "oaModified")
     User baseConvert(OAPersonResponse person);
 

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

@@ -26,6 +26,7 @@
         <result column="dept_id" property="deptId"/>
         <result column="post_id" property="postId"/>
         <result column="remark" property="remark"/>
+        <result column="oa_login_id" property="oaLoginId"/>
         <result column="oa_person_id" property="oaPersonId"/>
     </resultMap>
 

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

@@ -366,6 +366,7 @@ public class UserServiceImpl extends BaseServiceImpl<UserMapper, User> implement
 		user.setPostId(null);
 		user.setAccount(null);
 		user.setIsLeader(null);
+		user.setOaLoginId(null);
 		CacheUtil.clear(USER_CACHE);
 		return submitUserInfo(user);
 	}

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

@@ -1729,7 +1729,8 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 		Map<Long, BigDecimal> receiptClaimPaidBySettlement = hasReceivable
 			? receiptClaimSettlementMapper.selectList(Wrappers.<ReceiptClaimSettlement>lambdaQuery()
 					.in(ReceiptClaimSettlement::getFormalSettlementId, settledIds)
-					.eq(ReceiptClaimSettlement::getStatus, 1)).stream()
+					.eq(ReceiptClaimSettlement::getStatus, 1)
+					.eq(ReceiptClaimSettlement::getIsDeleted, 0)).stream()
 				.collect(Collectors.groupingBy(ReceiptClaimSettlement::getFormalSettlementId,
 					Collectors.reducing(BigDecimal.ZERO,
 						item -> money(item.getAllocatedReceiptAmount()), BigDecimal::add)))
@@ -2161,7 +2162,8 @@ public class FormalSettlementServiceImpl extends BaseServiceImpl<FormalSettlemen
 				: receiptClaimSettlementMapper.selectList(
 					Wrappers.<ReceiptClaimSettlement>lambdaQuery()
 						.eq(ReceiptClaimSettlement::getFormalSettlementId, settlement.getId())
-						.eq(ReceiptClaimSettlement::getStatus, 1))
+						.eq(ReceiptClaimSettlement::getStatus, 1)
+						.eq(ReceiptClaimSettlement::getIsDeleted, 0))
 					.stream().map(ReceiptClaimSettlement::getAllocatedReceiptAmount).map(this::money)
 					.reduce(BigDecimal.ZERO, BigDecimal::add);
 		}

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

@@ -321,11 +321,15 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 		BigDecimal writeOffAmount = preSettlementReference
 			? projectAdvanceWriteOffService.sumBySettlement(TransportBusiConstant.SETTLEMENT_BILL_PRE, referenceId)
 			: projectAdvanceWriteOffService.sumBySettlement(TransportBusiConstant.SETTLEMENT_BILL_FORMAL, referenceId);
+		// 正式结算尾款还需扣减来源预结算进度预付（与正式结算剩余应付口径一致）
+		BigDecimal advanceOccupied = preSettlementReference
+			? BigDecimal.ZERO
+			: formalSettlementAdvanceOccupied(referenceId);
+		BigDecimal occupiedTotal = cumulativeAppliedAmount.add(writeOffAmount).add(advanceOccupied);
 		PaymentApplicationReferenceAmountVO amount = new PaymentApplicationReferenceAmountVO();
 		amount.setSettlementAmount(settlementAmount);
-		amount.setCumulativeAppliedAmount(cumulativeAppliedAmount.add(writeOffAmount));
-		amount.setPayableAmount(settlementAmount.subtract(cumulativeAppliedAmount).subtract(writeOffAmount)
-			.max(BigDecimal.ZERO));
+		amount.setCumulativeAppliedAmount(occupiedTotal);
+		amount.setPayableAmount(settlementAmount.subtract(occupiedTotal).max(BigDecimal.ZERO));
 		amount.setPaymentSequence(resolvePaymentSequence(preSettlementReference, referenceId, excludeId));
 		return amount;
 	}
@@ -1891,7 +1895,7 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 	}
 
 	/**
-	 * 进度预付只认预结算单。尾款付款若同时带回一个并不存在的正式结算单 ID，改为按预结算单保存。
+	 * 进度预付只认预结算单；尾款付款若 settlementId 实际是预结算单 ID 或正式结算单已不存在，改为按预结算单保存。
 	 */
 	private void normalizeSettlementReference(PaymentApplicationSaveRequest request) {
 		if ("progress_advance".equals(request.getPaymentType())) {
@@ -1901,33 +1905,62 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 			if (request.getPreSettlementId() == null) {
 				request.setPreSettlementId(request.getSettlementId());
 			}
+			if (request.getPreSettlementId() == null && request.getSettlementIds() != null) {
+				request.setPreSettlementId(request.getSettlementIds().stream().filter(Objects::nonNull).findFirst().orElse(null));
+			}
 			request.setSettlementId(null);
 			request.setSettlementIds(null);
 			return;
 		}
-		if (!TransportBusiConstant.PAYMENT_TYPE_SETTLEMENT.equals(request.getPaymentType()) || request.getSettlementId() == null) {
+		if (!TransportBusiConstant.PAYMENT_TYPE_SETTLEMENT.equals(request.getPaymentType())) {
 			return;
 		}
-		boolean hasPreSettlement = request.getPreSettlementId() != null
-			|| (request.getPreSettlementIds() != null && request.getPreSettlementIds().stream().anyMatch(Objects::nonNull));
-		if (!hasPreSettlement) {
+		// settlementIds 中若含无效正式结算单 ID，先尝试纠正为预结算
+		if (request.getSettlementId() == null && request.getSettlementIds() != null
+			&& !request.getSettlementIds().isEmpty()) {
+			request.setSettlementId(request.getSettlementIds().stream().filter(Objects::nonNull).findFirst().orElse(null));
+		}
+		if (request.getSettlementId() == null) {
 			return;
 		}
 		FormalSettlement formalSettlement = formalSettlementMapper.selectById(request.getSettlementId());
-		if (formalSettlement == null || Objects.equals(formalSettlement.getIsDeleted(), 1)) {
+		if (formalSettlement != null && !Objects.equals(formalSettlement.getIsDeleted(), 1)) {
+			return;
+		}
+		// 正式结算单不存在：若该 ID 实为预结算单，或请求已带预结算引用，则清空正式结算引用
+		PreSettlement preSettlement = preSettlementMapper.selectById(request.getSettlementId());
+		boolean isPreSettlement = preSettlement != null && !Objects.equals(preSettlement.getIsDeleted(), 1);
+		boolean hasPreSettlement = request.getPreSettlementId() != null
+			|| (request.getPreSettlementIds() != null && request.getPreSettlementIds().stream().anyMatch(Objects::nonNull));
+		if (isPreSettlement && request.getPreSettlementId() == null) {
+			request.setPreSettlementId(request.getSettlementId());
+			if (request.getPreSettlementIds() == null || request.getPreSettlementIds().isEmpty()) {
+				request.setPreSettlementIds(List.of(request.getSettlementId()));
+			}
+		}
+		if (isPreSettlement || hasPreSettlement) {
 			request.setSettlementId(null);
 			request.setSettlementIds(null);
 		}
 	}
 
-	/** 预结算付款不挂正式结算单时，清掉历史误写入的正式结算单 ID，避免再次提交按正式结算单刷新。 */
+	/**
+	 * 预结算付款不挂正式结算单时，清掉历史误写入的正式结算单 ID，避免再次提交按正式结算单刷新。
+	 */
 	private void clearDetachedFormalReference(PaymentApplication entity) {
-		if (entity.getId() == null || entity.getPreSettlementId() == null || entity.getSettlementId() != null) {
+		if (entity.getId() == null) {
+			return;
+		}
+		boolean progressAdvance = "progress_advance".equals(entity.getPaymentType());
+		boolean preOnly = entity.getPreSettlementId() != null && entity.getSettlementId() == null;
+		if (!progressAdvance && !preOnly) {
 			return;
 		}
 		baseMapper.update(null, Wrappers.<PaymentApplication>lambdaUpdate()
 			.eq(PaymentApplication::getId, entity.getId())
 			.setSql("settlement_id = null, settlement_no = null"));
+		entity.setSettlementId(null);
+		entity.setSettlementNo(null);
 	}
 
 	private void fillReference(PaymentApplication entity, PaymentApplicationSaveRequest request) {
@@ -1938,15 +1971,26 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 			entity.setProjectId(request.getProjectId()); entity.setProjectName(request.getProjectName()); entity.setDeptId(request.getDeptId()); entity.setDeptName(request.getDeptName()); entity.setContractId(request.getContractId()); entity.setContractNo(request.getContractNo()); entity.setContractName(request.getContractName()); entity.setPayerName(request.getPayerName()); entity.setPayeeName(request.getPayeeName()); entity.setSettlementAmount(request.getSettlementAmount()); entity.setPayableAmount(money(project.getFundDemand()).multiply(BigDecimal.valueOf(10000))); entity.setBillType(Func.isEmpty(project.getSettlementMode()) ? null : "项目预付");
 		} else if (request.getSettlementId() != null) {
 			FormalSettlement source = formalSettlementMapper.selectById(request.getSettlementId());
-			if (source == null) throw new ServiceException("正式结算单不存在");
-			if (!TransportBusiConstant.APPROVED.equals(source.getApprovalStatus())) throw new ServiceException("只能选择审批通过、未作废的正式结算单");
-			entity.setSettlementId(source.getId()); entity.setSettlementNo(source.getFormalSettlementNo()); entity.setPreSettlementId(null); entity.setPreSettlementNo(null);
-			entity.setProjectId(source.getProjectId()); entity.setProjectName(source.getProjectName()); entity.setDeptId(source.getDeptId()); entity.setDeptName(source.getDeptName()); entity.setContractId(source.getContractId()); entity.setContractNo(source.getContractNo()); entity.setContractName(source.getContractName()); entity.setPayerName(source.getPayerName()); entity.setPayeeName(source.getPayeeName()); entity.setSettlementAmount(source.getSettlementAmount()); entity.setPayableAmount(payableOfFormalSettlement(source.getId(), source.getSettlementAmount(), entity.getId())); entity.setBillType("正式结算单");
+			if (source == null || Objects.equals(source.getIsDeleted(), 1)) {
+				// 驳回重提等场景：settlementId 可能误存为预结算单 ID，降级走预结算分支
+				PreSettlement preSettlement = preSettlementMapper.selectById(request.getSettlementId());
+				if (preSettlement != null && !Objects.equals(preSettlement.getIsDeleted(), 1)) {
+					request.setPreSettlementId(preSettlement.getId());
+					request.setSettlementId(null);
+					fillPreSettlementReference(entity, preSettlement);
+				} else if (request.getPreSettlementId() != null) {
+					request.setSettlementId(null);
+					fillPreSettlementReference(entity, requireApprovedPreSettlement(request.getPreSettlementId()));
+				} else {
+					throw new ServiceException("正式结算单不存在");
+				}
+			} else {
+				if (!TransportBusiConstant.APPROVED.equals(source.getApprovalStatus())) throw new ServiceException("只能选择审批通过、未作废的正式结算单");
+				entity.setSettlementId(source.getId()); entity.setSettlementNo(source.getFormalSettlementNo()); entity.setPreSettlementId(null); entity.setPreSettlementNo(null);
+				entity.setProjectId(source.getProjectId()); entity.setProjectName(source.getProjectName()); entity.setDeptId(source.getDeptId()); entity.setDeptName(source.getDeptName()); entity.setContractId(source.getContractId()); entity.setContractNo(source.getContractNo()); entity.setContractName(source.getContractName()); entity.setPayerName(source.getPayerName()); entity.setPayeeName(source.getPayeeName()); entity.setSettlementAmount(source.getSettlementAmount()); entity.setPayableAmount(payableOfFormalSettlement(source.getId(), source.getSettlementAmount(), entity.getId())); entity.setBillType("正式结算单");
+			}
 		} else if (request.getPreSettlementId() != null) {
-			PreSettlement source = preSettlementMapper.selectById(request.getPreSettlementId());
-			if (source == null) throw new ServiceException("预结算单不存在");
-			if (!TransportBusiConstant.APPROVED.equals(source.getApprovalStatus())) throw new ServiceException("只能选择审批通过、未作废的预结算单");
-			entity.setPreSettlementId(source.getId()); entity.setPreSettlementNo(source.getPreSettlementNo()); entity.setSettlementId(null); entity.setSettlementNo(null); entity.setProjectId(source.getProjectId()); entity.setProjectName(source.getProjectName()); entity.setDeptId(source.getDeptId()); entity.setDeptName(source.getDeptName()); entity.setContractId(source.getContractId()); entity.setContractNo(source.getContractNo()); entity.setContractName(source.getContractName()); entity.setPayerName(source.getPayerName()); entity.setPayeeName(source.getPayeeName()); entity.setSettlementAmount(source.getSettlementAmount()); entity.setPayableAmount(payableOfPreSettlement(source.getId(), source.getSettlementAmount(), entity.getId())); entity.setBillType("预结算单");
+			fillPreSettlementReference(entity, requireApprovedPreSettlement(request.getPreSettlementId()));
 		} else {
 			entity.setProjectId(request.getProjectId()); entity.setProjectName(request.getProjectName()); entity.setDeptId(request.getDeptId()); entity.setDeptName(request.getDeptName()); entity.setContractId(request.getContractId()); entity.setContractNo(request.getContractNo()); entity.setContractName(request.getContractName()); entity.setPayerName(request.getPayerName()); entity.setPayeeName(request.getPayeeName()); entity.setSettlementAmount(request.getSettlementAmount()); entity.setPayableAmount(request.getPayableAmount()); entity.setBillType(request.getBillType());
 		}
@@ -1955,6 +1999,36 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 			&& money(entity.getPayableAmount()).compareTo(BigDecimal.ZERO) > 0) throw new ServiceException("申请付款金额不能超过可付款金额");
 	}
 
+	private PreSettlement requireApprovedPreSettlement(Long preSettlementId) {
+		PreSettlement source = preSettlementMapper.selectById(preSettlementId);
+		if (source == null || Objects.equals(source.getIsDeleted(), 1)) {
+			throw new ServiceException("预结算单不存在");
+		}
+		if (!TransportBusiConstant.APPROVED.equals(source.getApprovalStatus())) {
+			throw new ServiceException("只能选择审批通过、未作废的预结算单");
+		}
+		return source;
+	}
+
+	private void fillPreSettlementReference(PaymentApplication entity, PreSettlement source) {
+		entity.setPreSettlementId(source.getId());
+		entity.setPreSettlementNo(source.getPreSettlementNo());
+		entity.setSettlementId(null);
+		entity.setSettlementNo(null);
+		entity.setProjectId(source.getProjectId());
+		entity.setProjectName(source.getProjectName());
+		entity.setDeptId(source.getDeptId());
+		entity.setDeptName(source.getDeptName());
+		entity.setContractId(source.getContractId());
+		entity.setContractNo(source.getContractNo());
+		entity.setContractName(source.getContractName());
+		entity.setPayerName(source.getPayerName());
+		entity.setPayeeName(source.getPayeeName());
+		entity.setSettlementAmount(source.getSettlementAmount());
+		entity.setPayableAmount(payableOfPreSettlement(source.getId(), source.getSettlementAmount(), entity.getId()));
+		entity.setBillType("预结算单");
+	}
+
 	private List<FormalSettlement> resolveFormalSettlements(PaymentApplicationSaveRequest request, PaymentApplication entity) {
 		if (!TransportBusiConstant.PAYMENT_TYPE_SETTLEMENT.equals(request.getPaymentType())) return List.of();
 		List<Long> ids = request.getSettlementIds() == null ? List.of() : request.getSettlementIds();
@@ -2358,15 +2432,45 @@ public class PaymentApplicationServiceImpl extends BaseServiceImpl<PaymentApplic
 		return relationAmount.add(legacyAmount);
 	}
 
-	/** 正式结算可付款 = 结算金额 − 已申请付款 − 项目预付核销 */
+	/**
+	 * 正式结算可付款 = 结算金额 − 已申请付款 − 项目预付核销 − 来源预结算进度预付占用。
+	 * 进度预付占用与正式结算台账 remainingPayable 口径对齐，避免转正式后仍可按全额申请尾款。
+	 */
 	private BigDecimal payableOfFormalSettlement(Long settlementId, BigDecimal settlementAmount, Long excludeId) {
 		return money(settlementAmount)
 			.subtract(cumulativeFormalSettlementApplied(settlementId, excludeId))
 			.subtract(projectAdvanceWriteOffService.sumBySettlement(
 				TransportBusiConstant.SETTLEMENT_BILL_FORMAL, settlementId))
+			.subtract(formalSettlementAdvanceOccupied(settlementId))
 			.max(BigDecimal.ZERO);
 	}
 
+	/**
+	 * 正式结算来源预结算的进度预付占用合计：优先取来源行快照，快照为空时回退预结算实时已申请/已付。
+	 */
+	private BigDecimal formalSettlementAdvanceOccupied(Long settlementId) {
+		if (settlementId == null) {
+			return BigDecimal.ZERO.setScale(2, RoundingMode.HALF_UP);
+		}
+		List<FormalSettlementSource> sources = formalSettlementSourceMapper.selectList(
+			Wrappers.<FormalSettlementSource>lambdaQuery()
+				.eq(FormalSettlementSource::getFormalSettlementId, settlementId)
+				.eq(FormalSettlementSource::getIsDeleted, 0));
+		if (sources.isEmpty()) {
+			return BigDecimal.ZERO.setScale(2, RoundingMode.HALF_UP);
+		}
+		BigDecimal total = BigDecimal.ZERO;
+		for (FormalSettlementSource source : sources) {
+			BigDecimal occupied = money(source.getAdvanceAppliedAmount()).max(money(source.getAdvancePaidAmount()));
+			if (occupied.compareTo(BigDecimal.ZERO) <= 0 && source.getPreSettlementId() != null) {
+				occupied = findPreSettlementApplied(source.getPreSettlementId())
+					.max(findPreSettlementPaid(source.getPreSettlementId()));
+			}
+			total = total.add(occupied);
+		}
+		return total;
+	}
+
 	/** 预结算可付款 = 结算金额 − 已申请付款 − 项目预付核销 */
 	private BigDecimal payableOfPreSettlement(Long preSettlementId, BigDecimal settlementAmount, Long excludeId) {
 		return money(settlementAmount)

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

@@ -252,8 +252,8 @@ public class ReceiptClaimRecordServiceImpl extends BaseServiceImpl<ReceiptClaimM
 		BigDecimal flowClaimedAfter = money(flow.getClaimedAmount())
 			.subtract(money(claim.getClaimAmount())).max(BigDecimal.ZERO);
 		flow.setClaimedAmount(flowClaimedAfter);
-		// 认领状态对照公告未认领金额重算（作废分摊不计入累计）
-		flow.setClaimStatus(amountClaimStatus(flowClaimedAfter, flow.getUnclaimedAmount()));
+		// 认领状态对照可认领上限重算（作废分摊不计入累计）
+		flow.setClaimStatus(amountClaimStatus(flowClaimedAfter, claimCeiling(flow)));
 		receiptFlowMapper.updateById(flow);
 
 		// 作废不生成金蝶认领冲单：金蝶单号/状态保留原值（未推送为空，已推送为真实收款单信息），
@@ -411,13 +411,28 @@ public class ReceiptClaimRecordServiceImpl extends BaseServiceImpl<ReceiptClaimM
 	}
 
 	/**
-	 * 累计认领金额 → 流水认领状态：对照公告未认领金额判定（与收款流水侧口径一致）
+	 * 累计认领金额 → 流水认领状态：对照可认领上限判定（与收款流水侧口径一致）
 	 */
-	private String amountClaimStatus(BigDecimal claimedAmount, BigDecimal unclaimedAmount) {
+	private String amountClaimStatus(BigDecimal claimedAmount, BigDecimal claimCeiling) {
 		if (claimedAmount.compareTo(BigDecimal.ZERO) <= 0) {
 			return "unclaimed";
 		}
-		return claimedAmount.compareTo(money(unclaimedAmount)) >= 0 ? "claimed" : "partial";
+		return claimedAmount.compareTo(money(claimCeiling)) >= 0 ? "claimed" : "partial";
+	}
+
+	/**
+	 * 可认领上限：公告未认领金额与收款金额取较小正值（与收款流水侧口径一致）
+	 */
+	private BigDecimal claimCeiling(KingdeeReceiptFlow flow) {
+		BigDecimal unclaimed = money(flow.getUnclaimedAmount());
+		BigDecimal receipt = money(flow.getReceiptAmount());
+		if (receipt.compareTo(BigDecimal.ZERO) <= 0) {
+			return unclaimed;
+		}
+		if (unclaimed.compareTo(BigDecimal.ZERO) <= 0) {
+			return unclaimed;
+		}
+		return unclaimed.min(receipt);
 	}
 
 	private String amountStatus(BigDecimal paidAmount, BigDecimal settlementAmount) {

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

@@ -194,12 +194,16 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 			.eq(ReceiptFlowRecord::getReceiptFlowId, id)
 			.in(ReceiptFlowRecord::getActionType, List.of("claim", "push"))
 			.orderByDesc(ReceiptFlowRecord::getCreateTime)));
+		// 继续认领：带回本流水历史关联且仍有剩余可认领金额的结算单
+		vo.setRelatedSettlements(relatedSettlementCandidates(id));
 		return vo;
 	}
 
 	@Override
 	public List<Map<String, Object>> settlementCandidates(String keyword, Long flowId) {
 		existing(flowId);
+		// 本流水历史关联结算单优先保留（避免仅按创建时间 limit 截断后选不到）
+		Set<Long> relatedIds = relatedSettlementIds(flowId);
 		List<FormalSettlement> settlements = formalSettlementMapper.selectList(
 			Wrappers.<FormalSettlement>lambdaQuery()
 				.eq(FormalSettlement::getSettlementType, RECEIVABLE)
@@ -210,7 +214,24 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 					.or().like(FormalSettlement::getProjectName, keyword)
 					.or().like(FormalSettlement::getContractName, keyword))
 				.orderByDesc(FormalSettlement::getCreateTime)
-				.last("limit 200"));
+				.last("limit 500"));
+		if (!relatedIds.isEmpty()) {
+			Set<Long> loadedIds = settlements.stream().map(FormalSettlement::getId)
+				.filter(Objects::nonNull).collect(Collectors.toSet());
+			List<Long> missingIds = relatedIds.stream().filter(id -> !loadedIds.contains(id)).toList();
+			if (!missingIds.isEmpty()) {
+				List<FormalSettlement> relatedSettlements = formalSettlementMapper.selectList(
+					Wrappers.<FormalSettlement>lambdaQuery()
+						.in(FormalSettlement::getId, missingIds)
+						.eq(FormalSettlement::getSettlementType, RECEIVABLE)
+						.eq(FormalSettlement::getApprovalStatus, APPROVED)
+						.eq(FormalSettlement::getStatus, 1));
+				List<FormalSettlement> merged = new ArrayList<>(relatedSettlements.size() + settlements.size());
+				merged.addAll(relatedSettlements);
+				merged.addAll(settlements);
+				settlements = merged;
+			}
+		}
 		// 候选结算单的累计认领金额一次聚合查询（避免逐单 N+1）
 		Map<Long, BigDecimal> claimedMap = receiptClaimedAmounts(settlements.stream()
 			.map(FormalSettlement::getId).toList());
@@ -218,6 +239,14 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 			.map(settlement -> candidateRow(settlement,
 				claimedMap.getOrDefault(settlement.getId(), BigDecimal.ZERO)))
 			.filter(row -> ((BigDecimal) row.get("remainingReceiptAmount")).compareTo(BigDecimal.ZERO) > 0)
+			.sorted((left, right) -> {
+				boolean leftRelated = relatedIds.contains(toLong(left.get("id")));
+				boolean rightRelated = relatedIds.contains(toLong(right.get("id")));
+				if (leftRelated == rightRelated) {
+					return 0;
+				}
+				return leftRelated ? -1 : 1;
+			})
 			.toList();
 	}
 
@@ -234,6 +263,7 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 			Wrappers.<ReceiptClaimSettlement>lambdaQuery()
 				.eq(ReceiptClaimSettlement::getFormalSettlementId, formalSettlementId)
 				.eq(ReceiptClaimSettlement::getStatus, 1)
+				.eq(ReceiptClaimSettlement::getIsDeleted, 0)
 				.orderByDesc(ReceiptClaimSettlement::getCreateTime));
 		if (relations.isEmpty()) {
 			return List.of();
@@ -315,19 +345,19 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 			allocatedTotal = allocatedTotal.add(allocated);
 		}
 
-		// 公告未认领金额（认领上限与认领完成判定基准，A301-2 口径）
+		// 认领上限：公告未认领金额与收款金额取较小值（避免未认领金额异常偏大导致无法认领完成）
 		if (flow.getUnclaimedAmount() == null) {
 			throw new ServiceException("公告未认领金额缺失，请先手动同步金蝶收款流水");
 		}
-		BigDecimal unclaimedAmount = money(flow.getUnclaimedAmount());
-		if (unclaimedAmount.compareTo(BigDecimal.ZERO) <= 0) {
-			throw new ServiceException("该流水公告未认领金额为0，无需认领");
+		BigDecimal claimCeiling = claimCeiling(flow);
+		if (claimCeiling.compareTo(BigDecimal.ZERO) <= 0) {
+			throw new ServiceException("该流水可认领金额为0，无需认领");
 		}
 		// 流水认领前已认领金额
 		BigDecimal previousFlowClaimed = flowClaimedAmount(flow.getId());
-		if (previousFlowClaimed.add(allocatedTotal).compareTo(unclaimedAmount) > 0) {
-			throw new ServiceException("累计认领金额不能超过公告未认领金额，剩余可认领 "
-				+ unclaimedAmount.subtract(previousFlowClaimed).max(BigDecimal.ZERO));
+		if (previousFlowClaimed.add(allocatedTotal).compareTo(claimCeiling) > 0) {
+			throw new ServiceException("累计认领金额不能超过可认领上限，剩余可认领 "
+				+ claimCeiling.subtract(previousFlowClaimed).max(BigDecimal.ZERO));
 		}
 
 		// 当前用户部门
@@ -380,6 +410,9 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 			relation.setClaimedReceiptAmount(previousClaimed);
 			// 本次分摊金额
 			relation.setAllocatedReceiptAmount(allocated);
+			// 有效分摊（与汇总/候选查询 status=1 口径一致）
+			relation.setStatus(1);
+			relation.setIsDeleted(0);
 			claimSettlementMapper.insert(relation);
 		}
 
@@ -390,8 +423,8 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 		String fromStatus = normalizeClaimStatus(flow.getClaimStatus());
 		// 认领后累计金额
 		BigDecimal claimedAfter = previousFlowClaimed.add(allocatedTotal);
-		// 认领后状态（对照公告未认领金额）
-		String toStatus = amountClaimStatus(claimedAfter, unclaimedAmount);
+		// 认领后状态（对照可认领上限）
+		String toStatus = amountClaimStatus(claimedAfter, claimCeiling);
 		// 更新流水已认领金额
 		flow.setClaimedAmount(claimedAfter);
 		// 更新流水认领状态
@@ -499,9 +532,9 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 
 			// 复制公告数据到实体（不覆盖本地认领字段）
 			copyAnnounceRow(entity, announce, detailSerialNo, receiptAmount);
-			// 根据本地累计认领金额与最新公告未认领金额重新计算认领状态
+			// 根据本地累计认领金额与可认领上限重新计算认领状态
 			entity.setClaimStatus(amountClaimStatus(money(entity.getClaimedAmount()),
-				entity.getUnclaimedAmount()));
+				claimCeiling(entity)));
 
 			if (created) {
 				toInsert.add(entity);
@@ -621,6 +654,46 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 		}
 	}
 
+	/**
+	 * 本流水历史关联过的结算单 id（有效分摊）
+	 */
+	private Set<Long> relatedSettlementIds(Long flowId) {
+		if (flowId == null) {
+			return Set.of();
+		}
+		return claimSettlementMapper.selectList(Wrappers.<ReceiptClaimSettlement>lambdaQuery()
+				.select(ReceiptClaimSettlement::getFormalSettlementId)
+				.eq(ReceiptClaimSettlement::getReceiptFlowId, flowId)
+				.eq(ReceiptClaimSettlement::getStatus, 1)
+				.eq(ReceiptClaimSettlement::getIsDeleted, 0)).stream()
+			.map(ReceiptClaimSettlement::getFormalSettlementId)
+			.filter(Objects::nonNull)
+			.collect(Collectors.toCollection(HashSet::new));
+	}
+
+	/**
+	 * 继续认领预填：本流水历史关联且仍有剩余可认领金额的结算单
+	 */
+	private List<Map<String, Object>> relatedSettlementCandidates(Long flowId) {
+		Set<Long> relatedIds = relatedSettlementIds(flowId);
+		if (relatedIds.isEmpty()) {
+			return List.of();
+		}
+		List<FormalSettlement> settlements = formalSettlementMapper.selectList(
+			Wrappers.<FormalSettlement>lambdaQuery()
+				.in(FormalSettlement::getId, relatedIds)
+				.eq(FormalSettlement::getSettlementType, RECEIVABLE)
+				.eq(FormalSettlement::getApprovalStatus, APPROVED)
+				.eq(FormalSettlement::getStatus, 1));
+		Map<Long, BigDecimal> claimedMap = receiptClaimedAmounts(settlements.stream()
+			.map(FormalSettlement::getId).toList());
+		return settlements.stream()
+			.map(settlement -> candidateRow(settlement,
+				claimedMap.getOrDefault(settlement.getId(), BigDecimal.ZERO)))
+			.filter(row -> ((BigDecimal) row.get("remainingReceiptAmount")).compareTo(BigDecimal.ZERO) > 0)
+			.toList();
+	}
+
 	/**
 	 * 批量聚合结算单的累计有效认领金额：一次 IN 查询按结算单分组求和，避免逐单 N+1
 	 */
@@ -631,7 +704,8 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 		}
 		return claimSettlementMapper.selectList(Wrappers.<ReceiptClaimSettlement>lambdaQuery()
 				.in(ReceiptClaimSettlement::getFormalSettlementId, ids)
-				.eq(ReceiptClaimSettlement::getStatus, 1)).stream()
+				.eq(ReceiptClaimSettlement::getStatus, 1)
+				.eq(ReceiptClaimSettlement::getIsDeleted, 0)).stream()
 			.collect(Collectors.groupingBy(ReceiptClaimSettlement::getFormalSettlementId,
 				Collectors.reducing(BigDecimal.ZERO,
 					item -> money(item.getAllocatedReceiptAmount()), BigDecimal::add)));
@@ -640,12 +714,42 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 	private BigDecimal flowClaimedAmount(Long flowId) {
 		return claimSettlementMapper.selectList(Wrappers.<ReceiptClaimSettlement>lambdaQuery()
 			.eq(ReceiptClaimSettlement::getReceiptFlowId, flowId)
-			.eq(ReceiptClaimSettlement::getStatus, 1)).stream()
+			.eq(ReceiptClaimSettlement::getStatus, 1)
+			.eq(ReceiptClaimSettlement::getIsDeleted, 0)).stream()
 			.map(ReceiptClaimSettlement::getAllocatedReceiptAmount)
 			.map(this::money)
 			.reduce(BigDecimal.ZERO, BigDecimal::add);
 	}
 
+	/**
+	 * 可认领上限：公告未认领金额与收款金额取较小正值。
+	 * 主口径仍为 A301-2 公告未认领金额；与收款金额取 min，避免未认领金额异常偏大导致无法进入「认领完成」。
+	 */
+	private BigDecimal claimCeiling(KingdeeReceiptFlow flow) {
+		BigDecimal unclaimed = money(flow.getUnclaimedAmount());
+		BigDecimal receipt = money(flow.getReceiptAmount());
+		if (receipt.compareTo(BigDecimal.ZERO) <= 0) {
+			return unclaimed;
+		}
+		if (unclaimed.compareTo(BigDecimal.ZERO) <= 0) {
+			return unclaimed;
+		}
+		return unclaimed.min(receipt);
+	}
+
+	private Long toLong(Object value) {
+		if (value == null) {
+			return null;
+		}
+		if (value instanceof Long longValue) {
+			return longValue;
+		}
+		if (value instanceof Number number) {
+			return number.longValue();
+		}
+		return Func.toLong(String.valueOf(value));
+	}
+
 	private KingdeeReceiptFlow lockedFlow(Long flowId) {
 		KingdeeReceiptFlow flow = baseMapper.selectOne(Wrappers.<KingdeeReceiptFlow>lambdaQuery()
 			.eq(KingdeeReceiptFlow::getId, flowId)
@@ -824,18 +928,20 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 		flow.setClaimMe(announce.getClaimme());
 		BigDecimal claimedTotal = flowClaimedAmount(flow.getId());
 		flow.setClaimedAmount(claimedTotal);
-		String claimStatus = amountClaimStatus(claimedTotal, flow.getUnclaimedAmount());
+		BigDecimal claimCeiling = claimCeiling(flow);
+		String claimStatus = amountClaimStatus(claimedTotal, claimCeiling);
 		flow.setClaimStatus(claimStatus);
 		updateById(flow);
 		if (!CLAIMED.equals(claimStatus)) {
-			return ReceiptClaimPushResult.fail("累计认领金额（" + claimedTotal + "）与公告未认领金额（"
-				+ money(flow.getUnclaimedAmount()) + "）不一致，不满足推送条件");
+			return ReceiptClaimPushResult.fail("累计认领金额（" + claimedTotal + "）与可认领上限（"
+				+ claimCeiling + "）不一致，不满足推送条件");
 		}
 		// 分录取该流水全部有效分摊行（结算单id升序，跨认领主单归集）
 		List<ReceiptClaimSettlement> allocations = claimSettlementMapper.selectList(
 			Wrappers.<ReceiptClaimSettlement>lambdaQuery()
 				.eq(ReceiptClaimSettlement::getReceiptFlowId, flow.getId())
 				.eq(ReceiptClaimSettlement::getStatus, 1)
+				.eq(ReceiptClaimSettlement::getIsDeleted, 0)
 				.orderByAsc(ReceiptClaimSettlement::getFormalSettlementId));
 		if (allocations.isEmpty()) {
 			return ReceiptClaimPushResult.fail("该流水无有效认领分摊，无法推送");
@@ -1075,13 +1181,13 @@ public class ReceiptFlowServiceImpl extends BaseServiceImpl<KingdeeReceiptFlowMa
 	}
 
 	/**
-	 * 累计认领金额 → 流水认领状态：对照公告未认领金额判定（claimed 即「认领完成」，唯一可推送状态）
+	 * 累计认领金额 → 流水认领状态：对照可认领上限判定（claimed 即「认领完成」，唯一可推送状态）
 	 */
-	private String amountClaimStatus(BigDecimal claimedAmount, BigDecimal unclaimedAmount) {
+	private String amountClaimStatus(BigDecimal claimedAmount, BigDecimal claimCeiling) {
 		if (claimedAmount.compareTo(BigDecimal.ZERO) <= 0) {
 			return UNCLAIMED;
 		}
-		return claimedAmount.compareTo(money(unclaimedAmount)) >= 0 ? CLAIMED : PARTIAL;
+		return claimedAmount.compareTo(money(claimCeiling)) >= 0 ? CLAIMED : PARTIAL;
 	}
 
 	private String amountStatus(BigDecimal claimedAmount, BigDecimal settlementAmount) {

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

@@ -246,10 +246,8 @@ public class TemporaryCreditLimitServiceImpl extends BaseServiceImpl<TemporaryCr
 		TransportBusinessSupport.validateRequired(temporaryCreditLimit.getProjectCode(), "项目编号不能为空");
 		TransportBusinessSupport.validateRequired(temporaryCreditLimit.getUndertakeDeptName(), "承办部门不能为空");
 		TransportBusinessSupport.validateRequired(temporaryCreditLimit.getValidUntil() == null ? null : temporaryCreditLimit.getValidUntil().toString(), "请选择申请有效期至");
-		if (temporaryCreditLimit.getProjectFundLimit() == null || temporaryCreditLimit.getUsedFundLimit() == null || temporaryCreditLimit.getRemainingFundLimit() == null) {
-			throw new ServiceException("项目额度数据异常，请重新选择项目");
-		}
-		if (temporaryCreditLimit.getRemainingFundLimit().compareTo(BigDecimal.ZERO) < 0) {
+		if (temporaryCreditLimit.getRemainingFundLimit() != null
+			&& temporaryCreditLimit.getRemainingFundLimit().compareTo(BigDecimal.ZERO) < 0) {
 			throw new ServiceException("项目剩余额度不能小于0");
 		}
 	}

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

@@ -70,10 +70,15 @@ public class ReceiptFlowWrapper extends BaseEntityWrapper<KingdeeReceiptFlow, Re
 			case "failed" -> "处理失败";
 			default -> "未推送";
 		});
-		// 剩余可认领金额 = 公告未认领金额 − 累计认领金额（认领上限为公告口径）
+		// 剩余可认领金额 = 可认领上限 − 累计认领金额（上限取公告未认领与收款金额较小值）
 		BigDecimal unclaimedAmount = money(entity.getUnclaimedAmount());
+		BigDecimal receiptAmount = money(entity.getReceiptAmount());
+		BigDecimal claimCeiling = unclaimedAmount;
+		if (receiptAmount.compareTo(BigDecimal.ZERO) > 0 && unclaimedAmount.compareTo(BigDecimal.ZERO) > 0) {
+			claimCeiling = unclaimedAmount.min(receiptAmount);
+		}
 		BigDecimal claimedAmount = money(entity.getClaimedAmount());
-		vo.setRemainingAmount(unclaimedAmount.subtract(claimedAmount).max(BigDecimal.ZERO));
+		vo.setRemainingAmount(claimCeiling.subtract(claimedAmount).max(BigDecimal.ZERO));
 		vo.setCreateUserName(UserCache.getUserRealName(entity.getCreateUser()));
 		vo.setUpdateUserName(UserCache.getUserRealName(entity.getUpdateUser()));
 		return vo;

doc/sql/transport/blade_user_oa_login_id_20261019.sql

@@ -0,0 +1,18 @@
+-- 用户表：新增 OA 登录名，支持用户管理后台维护
+-- 排序规则 utf8mb4_general_ci
+
+ALTER TABLE `blade_user`
+  ADD COLUMN `oa_login_id` varchar(128) CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci NULL DEFAULT NULL COMMENT 'OA登录名' AFTER `is_oa`;
+
+-- 从用户部门关联表回填已有 OA 登录账号
+UPDATE `blade_user` bu
+INNER JOIN (
+  SELECT `user_id`, MAX(`oa_login_id`) AS `oa_login_id`
+  FROM `blade_user_dept`
+  WHERE `is_deleted` = 0
+    AND `oa_login_id` IS NOT NULL
+    AND `oa_login_id` <> ''
+  GROUP BY `user_id`
+) bud ON bud.`user_id` = bu.`id`
+SET bu.`oa_login_id` = bud.`oa_login_id`
+WHERE bu.`oa_login_id` IS NULL OR bu.`oa_login_id` = '';