✨ 客商评分双模式与金蝶公司代码改回组织维护

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

src/api/vehicle/customer-archive.js

@@ -152,6 +152,34 @@ export const getScoreTemplate = quantificationId => {
   });
 };
 
+/** 线下评分 Excel 模板下载 */
+export const downloadScoreExcelTemplate = quantificationId => {
+  return request({
+    url: '/blade-transport/customer-archive/score-excel-template',
+    method: 'get',
+    responseType: 'blob',
+    params: {
+      quantificationId,
+    },
+  });
+};
+
+/** 线下评分 Excel 导入（成功返回评分明细 JSON；失败返回失败明细 Excel 流） */
+export const importScoreExcel = (quantificationId, file) => {
+  const formData = new FormData();
+  formData.append('file', file);
+  return request({
+    url: '/blade-transport/customer-archive/score-import',
+    method: 'post',
+    data: formData,
+    responseType: 'blob',
+    timeout: 60000,
+    params: {
+      quantificationId,
+    },
+  });
+};
+
 export const queryKingdeeCustomer = creditCode => {
   return request({
     url: '/blade-transport/bfi/customer/query-by-credit-code',

src/views/business/contract-manage.vue

@@ -3084,7 +3084,7 @@ export default {
           const message =
             error?.response?.data?.msg ||
             error?.message ||
-            '部门合同前缀未配置，无法自动生成，请手动输入合同编号';
+            '业务部门配置中未维护该平台公司与业务部门的合同编码前缀，无法自动生成，请先在业务部门配置中维护或手动输入合同编号';
           this.$message.warning(message);
         });
     },

src/views/system/business-dept-config.vue

@@ -79,6 +79,13 @@
           />
         </el-select>
       </template>
+      <template #kingdeeCompanyCode-form>
+        <el-input
+          v-model="form.kingdeeCompanyCode"
+          disabled
+          placeholder="关联组织中配置的平台公司金蝶代码"
+        />
+      </template>
     </avue-crud>
   </basic-container>
 </template>
@@ -185,8 +192,11 @@ export default {
             prop: 'kingdeeCompanyCode',
             minWidth: 140,
             span: 12,
-            maxlength: 64,
-            rules: [{ required: true, message: '请输入金蝶公司代码', trigger: 'blur' }],
+            formslot: true,
+            addDisplay: true,
+            editDisplay: true,
+            // 列表展示，维护入口在组织管理的平台公司
+            hide: false,
           },
           {
             label: '初始流水号',
@@ -197,6 +207,7 @@ export default {
             minRows: 1,
             maxRows: 999,
             controls: false,
+            clearable: true,
             slot: true,
             placeholder: '如果系统已有相同流水号，则跳过这个流水号',
           },
@@ -250,6 +261,14 @@ export default {
       };
     },
   },
+  watch: {
+    // Avue number 清空后可能回写成 -1，统一清成空，避免未填却落库 -1
+    'form.initialSerial'(value) {
+      if (value === -1 || value === '-1') {
+        this.form.initialSerial = undefined;
+      }
+    },
+  },
   created() {
     this.loadSelectOptions();
   },
@@ -270,65 +289,94 @@ export default {
       return (list || []).map(item => ({
         label: item.deptName || item.fullName || String(item.id),
         value: String(item.id),
+        kingdeeDeptCode: item.kingdeeDeptCode || '',
       }));
     },
     formatSerial(value) {
-      if (value === null || value === undefined || value === '') return '-';
+      // Avue number 空值常落成 -1，历史脏数据也按空展示
+      if (value === null || value === undefined || value === '' || value === -1 || value === '-1') {
+        return '';
+      }
       const number = Number(value);
-      if (!Number.isInteger(number) || number < 1) return String(value);
+      if (!Number.isInteger(number) || number < 1) return '';
       return String(number).padStart(3, '0');
     },
+    /** 初始流水号空值归一：未填 / -1 都按空处理，禁止自动落库 -1 */
+    normalizeInitialSerial(value) {
+      if (value === '' || value === undefined || value === null || value === -1 || value === '-1') {
+        return null;
+      }
+      const number = Number(value);
+      return Number.isFinite(number) ? number : null;
+    },
     handlePlatformCompanyChange(value) {
       const matched = this.platformCompanyOptions.find(item => String(item.value) === String(value));
       this.form.platformCompanyName = matched ? matched.label : '';
+      // 只读回填组织中平台公司的金蝶公司代码
+      this.form.kingdeeCompanyCode = matched ? matched.kingdeeDeptCode || '' : '';
     },
     handleBusinessDeptChange(value) {
       const matched = this.businessDeptOptions.find(item => String(item.value) === String(value));
       this.form.businessDeptName = matched ? matched.label : '';
     },
     beforeOpen(done, type) {
-      this.loadSelectOptions();
+      const loadOptions = Promise.all([getPlatformCompanySelect(), getBusinessDeptSelect()]).then(
+        ([platformRes, businessRes]) => {
+          this.platformCompanyOptions = this.normalizeDeptOptions(platformRes?.data?.data);
+          this.businessDeptOptions = this.normalizeDeptOptions(businessRes?.data?.data);
+          const platformColumn = this.findColumn(this.option.column, 'platformCompanyId');
+          if (platformColumn) platformColumn.dicData = this.platformCompanyOptions;
+          const businessColumn = this.findColumn(this.option.column, 'businessDeptId');
+          if (businessColumn) businessColumn.dicData = this.businessDeptOptions;
+        }
+      );
       if (['edit', 'view'].includes(type) && this.form.id) {
-        getDetail(this.form.id).then(res => {
-          const detail = res.data?.data || {};
+        Promise.all([loadOptions, getDetail(this.form.id)]).then(([, detailRes]) => {
+          const detail = detailRes.data?.data || {};
+          const platformCompanyId = detail.platformCompanyId ? String(detail.platformCompanyId) : '';
+          const platformMatched = this.platformCompanyOptions.find(
+            item => String(item.value) === platformCompanyId
+          );
           this.form = {
             ...detail,
-            platformCompanyId: detail.platformCompanyId ? String(detail.platformCompanyId) : '',
+            platformCompanyId,
             businessDeptId: detail.businessDeptId ? String(detail.businessDeptId) : '',
+            // 展示以组织当前配置为准，避免配置表镜像滞后
+            kingdeeCompanyCode: platformMatched?.kingdeeDeptCode || detail.kingdeeCompanyCode || '',
+            // 历史 -1 / 无效值在表单中显示为空，避免 Avue number 回显 -1
+            initialSerial: this.normalizeInitialSerial(detail.initialSerial) ?? undefined,
           };
           done();
         });
         return;
       }
-      if (type === 'add') {
-        this.form = {
-          platformCompanyId: '',
-          platformCompanyName: '',
-          businessDeptId: '',
-          businessDeptName: '',
-          contractCodePrefix: '',
-          initialSerial: undefined,
-          kingdeeCompanyCode: '',
-          kingdeeDeptCode: '',
-          remark: '',
-        };
-      }
-      done();
+      loadOptions.finally(() => {
+        if (type === 'add') {
+          this.form = {
+            platformCompanyId: '',
+            platformCompanyName: '',
+            businessDeptId: '',
+            businessDeptName: '',
+            contractCodePrefix: '',
+            initialSerial: undefined,
+            kingdeeCompanyCode: '',
+            kingdeeDeptCode: '',
+            remark: '',
+          };
+        }
+        done();
+      });
     },
     normalizeSubmitRow(row) {
-      const initialSerial =
-        row.initialSerial === '' || row.initialSerial === undefined || row.initialSerial === null
-          ? null
-          : Number(row.initialSerial);
       return {
         ...row,
         platformCompanyId: row.platformCompanyId || null,
         businessDeptId: row.businessDeptId || null,
         contractCodePrefix: String(row.contractCodePrefix || '').trim(),
-        kingdeeCompanyCode: String(row.kingdeeCompanyCode || '').trim(),
+        // 金蝶公司代码由后端按平台公司组织配置覆盖，前端仅展示
         kingdeeDeptCode: String(row.kingdeeDeptCode || '').trim(),
         remark: String(row.remark || '').trim(),
-        initialSerial: Number.isFinite(initialSerial) ? initialSerial : null,
+        initialSerial: this.normalizeInitialSerial(row.initialSerial),
       };
     },
     rowSave(row, done, loading) {

src/views/system/dept.vue

@@ -408,6 +408,7 @@ export default {
             searchOrder: 2,
             searchPlaceholder: '请选择是否平台公司',
             formatter: row => (Number(row.isPlatformCompany) === 1 ? '是' : '否'),
+            change: ({ value }) => this.handlePlatformCompanyChange(value),
             rules: [
               {
                 validator: (rule, value, callback) => {
@@ -421,6 +422,37 @@ export default {
               },
             ],
           },
+          {
+            label: '金蝶公司代码',
+            prop: 'kingdeeDeptCode',
+            minWidth: 140,
+            order: 35,
+            maxlength: 64,
+            showWordLimit: true,
+            // 仅平台公司维护/展示金蝶公司代码；非平台公司列表留空
+            addDisplay: false,
+            editDisplay: false,
+            viewDisplay: false,
+            formatter: row =>
+              Number(row.isPlatformCompany) === 1 ? String(row.kingdeeDeptCode || '').trim() : '',
+            rules: [
+              {
+                validator: (rule, value, callback) => {
+                  const code = String(value || '').trim();
+                  if (!code) {
+                    callback();
+                    return;
+                  }
+                  if (code.length > 64) {
+                    callback(new Error('金蝶公司代码不能超过64个字符'));
+                    return;
+                  }
+                  callback();
+                },
+                trigger: 'blur',
+              },
+            ],
+          },
           {
             label: '是否业务部门',
             prop: 'isBusinessDept',
@@ -961,6 +993,21 @@ export default {
     normalizeYesNoFlag(value) {
       return Number(value) === 1 ? 1 : 0;
     },
+    handlePlatformCompanyChange(value) {
+      const isPlatform = Number(value) === 1;
+      this.syncKingdeeCompanyCodeDisplay(isPlatform);
+      if (!isPlatform && this.form) {
+        this.form.kingdeeDeptCode = '';
+      }
+    },
+    syncKingdeeCompanyCodeDisplay(isPlatformCompany) {
+      const column = this.findColumn(this.option.column, 'kingdeeDeptCode');
+      if (!column) return;
+      const visible = Number(isPlatformCompany) === 1;
+      column.addDisplay = visible;
+      column.editDisplay = visible;
+      column.viewDisplay = visible;
+    },
     resolveDeptCategoryValue(value) {
       if (value === null || value === undefined || value === '') {
         this.$message.warning('请选择组织类型');
@@ -1261,6 +1308,9 @@ export default {
     rowSave(row, done, loading) {
       row.tenantId = row.tenantId || this.userInfo.tenantId || website.tenantId;
       row.deptCode = String(row.deptCode || '').trim();
+      // 金蝶公司代码仅平台公司维护
+      row.kingdeeDeptCode =
+        Number(row.isPlatformCompany) === 1 ? String(row.kingdeeDeptCode || '').trim() : '';
       row.leaderId = func.join(row.leaderId);
       this.normalizeTopParent(row);
       if (!this.prepareDeptSubmitRow(row)) {
@@ -1306,6 +1356,9 @@ export default {
     rowUpdate(row, index, done, loading) {
       row.tenantId = row.tenantId || this.userInfo.tenantId || website.tenantId;
       row.deptCode = String(row.deptCode || '').trim();
+      // 金蝶公司代码仅平台公司维护
+      row.kingdeeDeptCode =
+        Number(row.isPlatformCompany) === 1 ? String(row.kingdeeDeptCode || '').trim() : '';
       row.leaderId = func.join(row.leaderId);
       this.normalizeTopParent(row);
       if (!this.prepareDeptSubmitRow(row)) {
@@ -1414,6 +1467,7 @@ export default {
         this.form.tenantId = this.form.tenantId || this.userInfo.tenantId || website.tenantId;
         this.form.isPlatformCompany = this.normalizeYesNoFlag(this.form.isPlatformCompany);
         this.form.isBusinessDept = this.normalizeYesNoFlag(this.form.isBusinessDept);
+        this.syncKingdeeCompanyCodeDisplay(this.form.isPlatformCompany);
         this.initData(this.form.tenantId);
         this.loadParentDeptCode(this.form.parentId);
         done();
@@ -1435,6 +1489,7 @@ export default {
             if (this.form.parentId === '0') {
               this.form.parentId = '';
             }
+            this.syncKingdeeCompanyCodeDisplay(this.form.isPlatformCompany);
             this.loadParentDeptCode(this.form.parentId);
             if (Object.prototype.hasOwnProperty.call(this.form, 'leaderId')) {
               const splitResult = func.split(this.form.leaderId);

src/views/vehicle/credit-score-quantification.vue

@@ -1012,7 +1012,9 @@ export default {
         this.$message.warning('得分率下限必须小于上限');
         return;
       }
+      // F 级无授信允许额度上下限均为 0；其余等级仍要求下限严格小于上限
       if (
+        !this.isZeroCreditLimitRange(this.standardForm) &&
         Number(this.standardForm.creditLimitLower) >= Number(this.standardForm.creditLimitUpper)
       ) {
         this.$message.warning('授信额度下限必须小于上限');
@@ -1033,7 +1035,7 @@ export default {
         this.$message.warning('评估标准中的得分率区间不能重叠');
         return;
       }
-      if (this.hasRangeOverlap(nextStandards, 'creditLimitLower', 'creditLimitUpper')) {
+      if (this.hasCreditLimitOverlap(nextStandards)) {
         this.$message.warning('评估标准中的授信额度区间不能重叠');
         return;
       }
@@ -1083,6 +1085,17 @@ export default {
         return next && range.upper > next.lower;
       });
     },
+    /** F 级无授信：额度上下限均为 0 */
+    isZeroCreditLimitRange(standard = {}) {
+      return (
+        Number(standard.creditLimitLower) === 0 && Number(standard.creditLimitUpper) === 0
+      );
+    },
+    /** 授信额度区间重叠校验：跳过 0~0 无授信区间，避免与 E 级 0~500 冲突 */
+    hasCreditLimitOverlap(list = []) {
+      const ranges = list.filter(item => !this.isZeroCreditLimitRange(item));
+      return this.hasRangeOverlap(ranges, 'creditLimitLower', 'creditLimitUpper');
+    },
     validateConfig() {
       if (!this.configForm.name || !this.configForm.name.trim()) {
         this.$message.warning('请输入评定表名称');
@@ -1219,7 +1232,10 @@ export default {
           this.$message.warning(`${standard.creditLevel}信用等级得分率下限必须小于上限`);
           return false;
         }
-        if (Number(standard.creditLimitLower) >= Number(standard.creditLimitUpper)) {
+        if (
+          !this.isZeroCreditLimitRange(standard) &&
+          Number(standard.creditLimitLower) >= Number(standard.creditLimitUpper)
+        ) {
           this.$message.warning(`${standard.creditLevel}信用等级授信额度下限必须小于上限`);
           return false;
         }
@@ -1234,7 +1250,7 @@ export default {
         this.$message.warning('评估标准中的得分率区间不能重叠');
         return false;
       }
-      if (this.hasRangeOverlap(standards, 'creditLimitLower', 'creditLimitUpper')) {
+      if (this.hasCreditLimitOverlap(standards)) {
         this.$message.warning('评估标准中的授信额度区间不能重叠');
         return false;
       }

src/views/vehicle/customer-archive.vue

@@ -42,6 +42,21 @@
           >批量删除
         </el-button>
       </template>
+      <template #header>
+        <el-tabs
+          v-model="query.expireStatus"
+          type="card"
+          class="customer-archive-page__expiry-tabs"
+          @tab-change="handleExpireChange"
+        >
+          <el-tab-pane
+            v-for="item in expiryTagOptions"
+            :key="item.value"
+            :label="item.label"
+            :name="item.value"
+          />
+        </el-tabs>
+      </template>
       <template #customerCode="{ row }">
         <el-button type="primary" link @click="viewArchive(row)">
           {{ row.customerCode }}
@@ -84,10 +99,15 @@
         </el-tag>
       </template>
       <template #businessEndDate="{ row }">
-        <span :class="{ 'business-license-expiring': isBusinessLicenseExpiringSoon(row) }">
+        <span :class="{ 'business-license-expiring': isDateExpiringSoon(row.businessEndDate, row.businessTermType === '长期') }">
           {{ formatBusinessLicenseValidPeriod(row) }}
         </span>
       </template>
+      <template #nextEvaluateDate="{ row }">
+        <span :class="{ 'business-license-expiring': isDateExpiringSoon(row.nextEvaluateDate) }">
+          {{ row.nextEvaluateDate || '-' }}
+        </span>
+      </template>
       <template #fundUseRate="{ row }">
         {{ formatFundUseRate(row) }}
       </template>
@@ -1301,6 +1321,19 @@
           class="score-detail-form"
         >
           <el-row :gutter="42">
+            <el-col :span="12">
+              <el-form-item label="评分方式" required>
+                <el-radio-group
+                  v-model="currentScore.evaluateMode"
+                  :disabled="readonly"
+                  @change="handleEvaluateModeChange"
+                >
+                  <el-radio value="online">线上评估</el-radio>
+                  <el-radio value="offline">线下评估</el-radio>
+                </el-radio-group>
+                <span v-if="isOfflineScore" class="score-offline-tip">线下请上传评分表 Excel</span>
+              </el-form-item>
+            </el-col>
             <el-col :span="6">
               <el-form-item label="评定日期" required>
                 <el-date-picker
@@ -1311,59 +1344,12 @@
               </el-form-item>
             </el-col>
             <el-col :span="6">
-              <el-form-item label="拟申请总资金使用额度" required>
-                <el-input
-                  v-model="currentScore.applyCreditLimit"
-                  maxlength="18"
-                  @input="value => handleScoreDecimalInput('applyCreditLimit', value)"
-                >
-                  <template #suffix>万元</template>
-                </el-input>
-              </el-form-item>
-            </el-col>
-            <el-col :span="6">
-              <el-form-item label="最终得分">
-                <el-input :model-value="formatScoreValue(currentScore.finalScore)" disabled />
-              </el-form-item>
-            </el-col>
-            <el-col :span="6">
-              <el-form-item label="最大资金使用额度">
-                <el-input :model-value="formatScoreValue(currentScore.maxCreditLimit)" disabled>
-                  <template #suffix>万元</template>
-                </el-input>
-              </el-form-item>
-            </el-col>
-            <el-col :span="6">
-              <el-form-item label="信用等级">
-                <el-input :model-value="formatScoreValue(currentScore.creditLevel)" disabled />
-              </el-form-item>
-            </el-col>
-            <el-col :span="6">
-              <el-form-item label="临时申请额度">
-                <el-input
-                  v-model="currentScore.tempApplyCreditLimit"
-                  maxlength="18"
-                  @input="value => handleScoreDecimalInput('tempApplyCreditLimit', value)"
-                >
-                  <template #suffix>万元</template>
-                </el-input>
-              </el-form-item>
-            </el-col>
-            <el-col :span="6">
-              <el-form-item label="临时申请额度有效期起">
+              <el-form-item label="下次评定日期" required>
                 <el-date-picker
-                  v-model="currentScore.tempCreditStartDate"
-                  type="date"
-                  value-format="YYYY-MM-DD"
-                />
-              </el-form-item>
-            </el-col>
-            <el-col :span="6">
-              <el-form-item label="临时申请额度有效期止">
-                <el-date-picker
-                  v-model="currentScore.tempCreditEndDate"
+                  v-model="currentScore.nextEvaluateDate"
                   type="date"
                   value-format="YYYY-MM-DD"
+                  placeholder="请选择"
                 />
               </el-form-item>
             </el-col>
@@ -1386,6 +1372,108 @@
                 </el-select>
               </el-form-item>
             </el-col>
+            <el-col v-if="isOfflineScore" :span="12">
+              <el-form-item label="评分表">
+                <div class="score-offline-actions">
+                  <el-button
+                    type="primary"
+                    plain
+                    :disabled="!currentScore.quantificationId || readonly"
+                    @click="downloadScoreTemplate"
+                  >
+                    下载模板
+                  </el-button>
+                  <el-upload
+                    :show-file-list="false"
+                    :disabled="!currentScore.quantificationId || readonly || scoreImporting"
+                    accept=".xls,.xlsx"
+                    :http-request="uploadScoreExcel"
+                  >
+                    <el-button
+                      type="primary"
+                      :loading="scoreImporting"
+                      :disabled="!currentScore.quantificationId || readonly"
+                    >
+                      上传 Excel
+                    </el-button>
+                  </el-upload>
+                </div>
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="信用等级">
+                <el-input :model-value="formatScoreValue(currentScore.creditLevel)" disabled />
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="自评得分" :required="isOfflineScore">
+                <el-input
+                  v-if="isOfflineScore"
+                  v-model="currentScore.selfScore"
+                  maxlength="10"
+                  :disabled="readonly"
+                  @input="handleOfflineSelfScoreInput"
+                  @blur="recalculateOfflineScore"
+                >
+                  <template #suffix>分</template>
+                </el-input>
+                <el-input v-else :model-value="formatScoreValue(currentScore.selfScore)" disabled>
+                  <template #suffix>分</template>
+                </el-input>
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="最终得分">
+                <el-input :model-value="formatScoreValue(currentScore.finalScore)" disabled />
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="拟申请总资金使用额度" required>
+                <el-input
+                  v-model="currentScore.applyCreditLimit"
+                  maxlength="18"
+                  @input="value => handleScoreDecimalInput('applyCreditLimit', value)"
+                >
+                  <template #suffix>万元</template>
+                </el-input>
+              </el-form-item>
+            </el-col>
+            <el-col :span="6">
+              <el-form-item label="最大资金使用额度">
+                <el-input :model-value="formatScoreValue(currentScore.maxCreditLimit)" disabled>
+                  <template #suffix>万元</template>
+                </el-input>
+              </el-form-item>
+            </el-col>
+            <el-col v-if="!isOfflineScore" :span="6">
+              <el-form-item label="临时申请额度">
+                <el-input
+                  v-model="currentScore.tempApplyCreditLimit"
+                  maxlength="18"
+                  @input="value => handleScoreDecimalInput('tempApplyCreditLimit', value)"
+                >
+                  <template #suffix>万元</template>
+                </el-input>
+              </el-form-item>
+            </el-col>
+            <el-col v-if="!isOfflineScore" :span="6">
+              <el-form-item label="临时申请额度有效期起">
+                <el-date-picker
+                  v-model="currentScore.tempCreditStartDate"
+                  type="date"
+                  value-format="YYYY-MM-DD"
+                />
+              </el-form-item>
+            </el-col>
+            <el-col v-if="!isOfflineScore" :span="6">
+              <el-form-item label="临时申请额度有效期止">
+                <el-date-picker
+                  v-model="currentScore.tempCreditEndDate"
+                  type="date"
+                  value-format="YYYY-MM-DD"
+                />
+              </el-form-item>
+            </el-col>
             <el-col :span="24">
               <el-form-item label="备注">
                 <el-input v-model="currentScore.remark" maxlength="200" :rows="2" type="textarea" />
@@ -1395,7 +1483,7 @@
         </el-form>
 
         <el-table
-          v-if="currentScore.quantificationId"
+          v-if="!isOfflineScore && currentScore.quantificationId"
           ref="scoreCategoryTable"
           :data="scoreCategoryRows"
           border
@@ -1617,6 +1705,8 @@ import {
   changeStatus,
   remove,
   getScoreTemplate,
+  downloadScoreExcelTemplate,
+  importScoreExcel,
   recognizeBusinessLicenseOcr,
   queryKingdeeBank,
   queryKingdeeBankByNumber,
@@ -1637,6 +1727,12 @@ import { getDeptTree } from '@/api/system/dept';
 import { getLazyTree } from '@/api/base/region';
 import { exportBlob } from '@/api/common';
 import { downloadFileByUrl, downloadXls } from '@/utils/util';
+import {
+  isExcelResponse,
+  isBusinessJson,
+  parseBlobJson,
+  resolveImportErrorMessage,
+} from '@/utils/import-excel';
 import { getToken, isAdministrator } from '@/utils/auth';
 import { getUploadHeaders } from '@/utils/upload';
 import { normalizeSearchRangeParams } from '@/utils/search-range';
@@ -1723,9 +1819,10 @@ export default {
     };
     return {
       form: {},
-      query: {},
+      query: { expireStatus: 'all' },
       deptSearchInitialized: false,
       loading: true,
+      scoreImporting: false,
       data: [],
       archiveNameRisky: false,
       archiveNameRiskTip: '',
@@ -2069,6 +2166,12 @@ export default {
             slot: true,
             minWidth: 140,
           },
+          {
+            label: '下次评定日期',
+            prop: 'nextEvaluateDate',
+            slot: true,
+            minWidth: 130,
+          },
           {
             label: '资金使用情况',
             prop: 'fundUseRate',
@@ -2388,7 +2491,7 @@ export default {
         const details = this.getScoreCategoryDetails(category.categoryCode);
         let selfScore = details.reduce((sum, item) => sum + Number(item.selfScore || 0), 0);
         let reviewScore = details.reduce((sum, item) => sum + Number(item.reviewScore || 0), 0);
-        // 暂定：加分/减分合计最高按 15 分计
+        // 暂定：加分/减分合计最高按 15 分计（分类汇总展示封顶后值）
         if (category.categoryCode === 'plus') {
           selfScore = Math.min(selfScore, HARDCODED_MAX_PLUS_SCORE);
           reviewScore = Math.min(reviewScore, HARDCODED_MAX_PLUS_SCORE);
@@ -2406,6 +2509,16 @@ export default {
       });
       return rows;
     },
+    isOfflineScore() {
+      return String(this.currentScore?.evaluateMode || 'online') === 'offline';
+    },
+    expiryTagOptions() {
+      return [
+        { label: '全部', value: 'all' },
+        { label: '30天内到期', value: 'soon' },
+        { label: '已过期', value: 'expired' },
+      ];
+    },
   },
   watch: {
     $route(to, from) {
@@ -3518,13 +3631,22 @@ export default {
       return Number.isFinite(rate) ? `${rate.toFixed(2)}%` : '-';
     },
     isBusinessLicenseExpiringSoon(row = {}) {
-      if (row.businessTermType === '长期' || !row.businessEndDate) return false;
-      const endDate = this.$dayjs(row.businessEndDate);
+      return this.isDateExpiringSoon(row.businessEndDate, row.businessTermType === '长期');
+    },
+    /** 日期是否在 30 天内到期（含当天）；skip=true 时不提示（如营业执照长期） */
+    isDateExpiringSoon(dateValue, skip = false) {
+      if (skip || !dateValue) return false;
+      const endDate = this.$dayjs(dateValue);
       if (!endDate.isValid()) return false;
       const today = this.$dayjs().startOf('day');
       const expireSoonDate = today.add(30, 'day');
       return !endDate.isAfter(expireSoonDate, 'day');
     },
+    handleExpireChange(expireStatus) {
+      this.query.expireStatus = expireStatus || 'all';
+      this.page.currentPage = 1;
+      this.onLoad(this.page, this.query);
+    },
     handleBusinessEndDateChange(value) {
       if (value) {
         this.archiveForm.businessTermType = '固定期限';
@@ -4408,7 +4530,9 @@ export default {
     normalizeScore(score) {
       return {
         quantificationId: '',
+        evaluateMode: 'online',
         scoreDate: this.$dayjs().format('YYYY-MM-DD'),
+        nextEvaluateDate: '',
         applyCreditLimit: this.archiveForm.applyCreditLimit || '',
         maxCreditLimit: '',
         maxMinusScore: HARDCODED_MAX_MINUS_SCORE,
@@ -4426,6 +4550,8 @@ export default {
         details: [],
         ...score,
         quantificationId: score.quantificationId ? String(score.quantificationId) : '',
+        evaluateMode: score.evaluateMode === 'offline' ? 'offline' : 'online',
+        nextEvaluateDate: score.nextEvaluateDate || '',
         applyCreditLimit: this.normalizeOptionalAmount(
           score.applyCreditLimit === undefined
             ? this.archiveForm.applyCreditLimit
@@ -4588,19 +4714,38 @@ export default {
       this.invoiceForm = this.emptyInvoice();
       this.$refs.archiveForm?.clearValidate();
     },
-    // 客商材料不做提交校验，仅在页面上提示未上传项。提交审批前必须完成自评，且评分记录只能有一条。
+    // 仅客商分类含「客户」时强制评分；纯承运商不强制。评分记录至多一条。
     validateScoreForApproval(archive) {
       const scores = archive.scores || [];
       if (scores.length > 1) {
         this.$message.warning('评分记录只能有一条');
         return false;
       }
+      if (!this.requiresCustomerScore(archive.customerType)) {
+        return true;
+      }
       if (scores.length !== 1 || scores[0].selfStatus !== '已完成') {
-        this.$message.warning('提交审批前必须完成自评');
+        this.$message.warning('客户提交审批前必须完成评分自评');
+        return false;
+      }
+      if (!scores[0].nextEvaluateDate) {
+        this.$message.warning('请填写下次评定日期');
         return false;
       }
       return true;
     },
+    /** 客商分类是否包含客户（字典值「客户」或历史值 customer） */
+    requiresCustomerScore(customerType) {
+      const values = Array.isArray(customerType)
+        ? customerType
+        : String(customerType || '')
+            .replace(/，/g, ',')
+            .split(',');
+      return values
+        .map(item => String(item || '').trim())
+        .filter(Boolean)
+        .some(item => item === '客户' || item.toLowerCase() === 'customer');
+    },
     normalizeArchive() {
       // 提交前再次固定所属组织，防止被绕过
       this.applyFixedOwnerDept();
@@ -4891,7 +5036,9 @@ export default {
         const template = this.normalizeScore({
           ...scoreTemplate,
           quantificationId,
+          evaluateMode: this.currentScore.evaluateMode || 'online',
           scoreDate: this.currentScore.scoreDate,
+          nextEvaluateDate: this.currentScore.nextEvaluateDate,
           applyCreditLimit: this.currentScore.applyCreditLimit,
           maxCreditLimit: '',
           creditLevel: '',
@@ -5145,7 +5292,8 @@ export default {
         .replace(/^\./, '')
         .replace(/(\..*)\./g, '$1')
         .replace(/^(\d+)(\.\d{0,2})?.*$/, '$1$2');
-      if (prop === 'reviewScore' && normalized !== '') {
+      // 减分项复评得分存正数扣分，允许填 0（不扣分）；不做项目满分截断
+      if (prop === 'reviewScore' && normalized !== '' && !this.isMinusScoreDetail(detail)) {
         const maxScore = this.getScoreItemFullScore(detail);
         if (Number(normalized) > maxScore) {
           detail[prop] = String(maxScore);
@@ -5206,7 +5354,12 @@ export default {
       const optionScores = this.parseScoreOptions(detail.optionsJson)
         .map(item => Number(item.score))
         .filter(score => Number.isFinite(score));
-      return optionScores.length ? Math.max(...optionScores) : 0;
+      if (!optionScores.length) return 0;
+      // 减分项选项分常为负（如 -5），项目满分按绝对值取最大可扣分；避免 0 分被误判为高于“最高得分-5”
+      if (this.isMinusScoreDetail(detail)) {
+        return Math.max(...optionScores.map(score => Math.abs(score)));
+      }
+      return Math.max(...optionScores);
     },
     getScoreFullMark(details = []) {
       return details.reduce((sum, item) => {
@@ -5224,6 +5377,7 @@ export default {
       });
     },
     matchCreditStandard(score, scoreRate) {
+      // 闭开区间：≥lower 且 <upper；最高档 upper=100 时包含 100（≥90 A；80≤x<90 B；…；x<50 F）
       const standards = (score.standards || [])
         .filter(item => item && item.creditLevel)
         .sort((a, b) => Number(b.scoreRateLower || 0) - Number(a.scoreRateLower || 0));
@@ -5231,7 +5385,10 @@ export default {
         const lower = Number(standard.scoreRateLower);
         const upper = Number(standard.scoreRateUpper);
         if (!Number.isFinite(lower) || !Number.isFinite(upper)) return false;
-        return scoreRate >= lower && scoreRate <= upper;
+        if (upper >= 100) {
+          return scoreRate >= lower && scoreRate <= upper;
+        }
+        return scoreRate >= lower && scoreRate < upper;
       });
     },
     calculateCreditLimitByStandard(standard, scoreRate) {
@@ -5267,25 +5424,32 @@ export default {
       const rawPlusReview = sumScore(plusDetails, 'reviewScore');
       const rawMinusSelf = sumScore(minusDetails, 'selfScore');
       const rawMinusReview = sumScore(minusDetails, 'reviewScore');
-      // 暂定：加分/减分合计最高按 15 分计
+      // 暂定：加分/减分合计最高按 15 分计（未超按实际，超 15 按 15/-15）
       const plusSelf = Math.min(rawPlusSelf, HARDCODED_MAX_PLUS_SCORE);
       const plusReview = Math.min(rawPlusReview, HARDCODED_MAX_PLUS_SCORE);
       const minusSelf = Math.min(rawMinusSelf, HARDCODED_MAX_MINUS_SCORE);
       const minusReview = Math.min(rawMinusReview, HARDCODED_MAX_MINUS_SCORE);
-      const selfScore = sumScore(basicDetails, 'selfScore') + plusSelf - minusSelf;
+      const computedSelfScore = sumScore(basicDetails, 'selfScore') + plusSelf - minusSelf;
       const reviewScore = sumScore(basicDetails, 'reviewScore') + plusReview - minusReview;
       const hasReviewScore = details.some(
         item => !this.isBlankScore(item.reviewScore)
       );
+      // 线下模式允许手工改自评得分：有手工值时优先采用，否则回退明细合计
+      const isOffline = String(score.evaluateMode || '') === 'offline';
+      const manualSelfScore = Number(score.selfScore);
+      const selfScore =
+        isOffline && Number.isFinite(manualSelfScore) && String(score.selfScore ?? '').trim() !== ''
+          ? manualSelfScore
+          : computedSelfScore;
       const finalScore = hasReviewScore ? reviewScore : selfScore;
       const fullMark = this.getScoreFullMark(details);
       const scoreRate =
         fullMark > 0 ? Math.max(0, Math.min(100, (finalScore / fullMark) * 100)) : 0;
       const standard = this.matchCreditStandard(score, scoreRate);
       const hasStandards = (score.standards || []).some(item => item && item.creditLevel);
-      score.selfScore = Number(selfScore.toFixed(2));
+      score.selfScore = Number(Number(selfScore).toFixed(2));
       score.reviewScore = Number(reviewScore.toFixed(2));
-      score.finalScore = Number(finalScore.toFixed(2));
+      score.finalScore = Number(Number(finalScore).toFixed(2));
       score.scoreRate = Number(scoreRate.toFixed(2));
       if (hasStandards) {
         score.creditLevel = standard?.creditLevel || '';
@@ -5413,6 +5577,10 @@ export default {
         this.$message.warning('请选择评定日期');
         return false;
       }
+      if (!this.currentScore.nextEvaluateDate) {
+        this.$message.warning('请选择下次评定日期');
+        return false;
+      }
       if (!this.currentScore.applyCreditLimit) {
         this.$message.warning('请输入拟申请总资金使用额度');
         return false;
@@ -5426,7 +5594,11 @@ export default {
         return false;
       }
       if (!this.currentScore.details || !this.currentScore.details.length) {
-        this.$message.warning('当前评分量化表未配置评分项目');
+        this.$message.warning(
+          this.isOfflineScore
+            ? '请先上传评分表 Excel 解析回填明细'
+            : '当前评分量化表未配置评分项目'
+        );
         return false;
       }
       const invalidScoreInput = this.currentScore.details.find(item => {
@@ -5440,7 +5612,9 @@ export default {
         );
         return false;
       }
+      // 减分项允许填 0（不扣分），且按阶梯累计扣分不做项目满分截断
       const overMaxReviewScore = this.currentScore.details.find(item => {
+        if (this.isMinusScoreDetail(item)) return false;
         if (
           item.reviewScore === undefined ||
           item.reviewScore === null ||
@@ -5635,13 +5809,15 @@ export default {
         });
     },
     searchReset() {
-      this.query = {};
-      this.onLoad(this.page);
+      this.query = { expireStatus: this.query.expireStatus || 'all' };
+      this.onLoad(this.page, this.query);
     },
     searchChange(params, done) {
       // Avue 只回传非空筛选项，被清空的字段不会出现在 params 里，
       // 因此查询条件必须整体重建，不能与上一次的 this.query 合并，否则清空后仍会带上次的值
+      const expireStatus = this.query.expireStatus || 'all';
       this.query = this.buildQuery(params, true);
+      this.query.expireStatus = expireStatus;
       this.page.currentPage = 1;
       this.onLoad(this.page, this.query);
       done();
@@ -5780,8 +5956,145 @@ export default {
       if (status === 0 || status === '0' || status === -1 || status === '-1') {
         delete values.status;
       }
+      if (!values.expireStatus) {
+        values.expireStatus = this.query.expireStatus || 'all';
+      }
+      if (values.expireStatus === 'all') {
+        delete values.expireStatus;
+      }
       return values;
     },
+    handleEvaluateModeChange(mode) {
+      this.currentScore.evaluateMode = mode === 'offline' ? 'offline' : 'online';
+      if (this.isOfflineScore) {
+        this.expandedScoreCategoryKeys = [];
+      }
+    },
+    handleOfflineSelfScoreInput(value) {
+      const normalized = String(value || '')
+        .replace(/[^\d.-]/g, '')
+        .replace(/(?!^)-/g, '')
+        .replace(/^\./, '')
+        .replace(/(\..*)\./g, '$1')
+        .replace(/^(-?\d+)(\.\d{0,2})?.*$/, '$1$2');
+      this.currentScore.selfScore = normalized;
+    },
+    recalculateOfflineScore() {
+      if (!this.isOfflineScore) return;
+      const selfScore = Number(this.currentScore.selfScore);
+      if (!Number.isFinite(selfScore)) return;
+      this.currentScore.selfScore = Number(selfScore.toFixed(2));
+      const hasReviewScore = (this.currentScore.details || []).some(
+        item => !this.isBlankScore(item.reviewScore)
+      );
+      if (!hasReviewScore) {
+        this.currentScore.finalScore = this.currentScore.selfScore;
+      }
+      const fullMark = this.getScoreFullMark(this.currentScore.details || []);
+      const scoreRate =
+        fullMark > 0
+          ? Math.max(0, Math.min(100, (Number(this.currentScore.finalScore) / fullMark) * 100))
+          : 0;
+      this.currentScore.scoreRate = Number(scoreRate.toFixed(2));
+      const standard = this.matchCreditStandard(this.currentScore, scoreRate);
+      const hasStandards = (this.currentScore.standards || []).some(item => item && item.creditLevel);
+      if (hasStandards) {
+        this.currentScore.creditLevel = standard?.creditLevel || '';
+        this.currentScore.maxCreditLimit = standard
+          ? this.calculateCreditLimitByStandard(standard, scoreRate)
+          : '';
+      }
+    },
+    downloadScoreTemplate() {
+      if (!this.currentScore.quantificationId) {
+        this.$message.warning('请先选择评分量化表');
+        return;
+      }
+      NProgress.start();
+      const loading = ElLoading.service({
+        lock: true,
+        text: '模板下载中',
+        background: 'rgba(255, 255, 255, 0.7)',
+      });
+      downloadScoreExcelTemplate(this.currentScore.quantificationId)
+        .then(res => {
+          downloadXls(
+            res.data,
+            `客商评分明细模板${this.$dayjs().format('YYYY-MM-DD HH:mm:ss')}.xlsx`
+          );
+        })
+        .finally(() => {
+          loading.close();
+          NProgress.done();
+        });
+    },
+    async uploadScoreExcel(option) {
+      const file = option?.file;
+      if (!file) return;
+      if (!this.currentScore.quantificationId) {
+        this.$message.warning('请先选择评分量化表');
+        return;
+      }
+      const fileName = String(file.name || '').toLowerCase();
+      if (!/\.(xls|xlsx)$/.test(fileName)) {
+        this.$message.error('请上传 .xls,.xlsx 标准格式文件');
+        return;
+      }
+      this.scoreImporting = true;
+      NProgress.start();
+      const loading = ElLoading.service({
+        lock: true,
+        text: '导入中',
+        background: 'rgba(255, 255, 255, 0.7)',
+      });
+      try {
+        const res = await importScoreExcel(this.currentScore.quantificationId, file);
+        if (isExcelResponse(res)) {
+          downloadXls(
+            res.data,
+            `客商评分导入失败明细${this.$dayjs().format('YYYY-MM-DD HH:mm:ss')}.xlsx`
+          );
+          this.$message.warning('部分数据导入失败，已下载失败明细');
+          return;
+        }
+        const result = isBusinessJson(res?.data) ? res.data : await parseBlobJson(res?.data);
+        if (Number(result?.code) !== 200) {
+          this.$message.error(result?.msg || '导入失败');
+          return;
+        }
+        const imported = result?.data || {};
+        const keepFields = {
+          evaluateMode: 'offline',
+          scoreDate: this.currentScore.scoreDate,
+          nextEvaluateDate: this.currentScore.nextEvaluateDate,
+          applyCreditLimit: this.currentScore.applyCreditLimit,
+          tempApplyCreditLimit: this.currentScore.tempApplyCreditLimit,
+          tempCreditStartDate: this.currentScore.tempCreditStartDate,
+          tempCreditEndDate: this.currentScore.tempCreditEndDate,
+          remark: this.currentScore.remark,
+          attachments: this.scoreAttachmentFiles,
+          quantificationId: this.currentScore.quantificationId,
+        };
+        this.currentScore = this.normalizeScore({
+          ...imported,
+          ...keepFields,
+          standards: imported.standards || this.currentScore.standards || [],
+          details: (imported.details || []).map(detail => ({
+            ...detail,
+            scoreInput: this.normalizeScoreInputValue(detail.scoreInput),
+          })),
+        });
+        this.calculateScore(this.currentScore);
+        this.$message.success('评分表解析成功，请在证明材料中上传评分表原件');
+      } catch (error) {
+        const message = await resolveImportErrorMessage(error);
+        this.$message.error(message);
+      } finally {
+        this.scoreImporting = false;
+        loading.close();
+        NProgress.done();
+      }
+    },
   },
 };
 </script>
@@ -5816,6 +6129,23 @@ export default {
   color: var(--el-color-danger);
 }
 
+.customer-archive-page__expiry-tabs {
+  margin-bottom: 8px;
+}
+
+.score-offline-tip {
+  margin-left: 12px;
+  color: #909399;
+  font-size: 12px;
+}
+
+.score-offline-actions {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  flex-wrap: wrap;
+}
+
 // 风险客商悬浮提示：popper 挂在 body 下，需用 :global 约束宽度
 :global(.customer-risk-popper) {
   max-width: 360px;