feat(qualification): 资质库和资质匹配（查标第 4 步，规则集 2026.11-r4）
- 资质库（FR-M6-08）：增删改、证书扫描件（PDF/JPG/PNG，企业级密钥加密、签名下载）、 late_for 按进行中项目的投标截止日提醒、审计；前端资质库页和对话框，侧栏入口 - 资质匹配（FR-M3-05）：证书类别词表（16 类，产品证书、人员证书不进匹配）， QUAL.EXPIRED / LEVEL_LOW / NOT_COVERED；投标文字层按清单项定级，只有资质库记录的降一级， 出处显示「依据：资质库记录」（查标页、报告模板 v2）；一类证书一个问题；评分项不逐条找响应的也查 - 响应错位规则不再把资质表的证书名称格当成照抄的要求 - 评测：qual_defects.py 派生资质情况表，D12 3/3、D18 2/2、规矩的资质表 0 误报；开发集不退化 - 决策 QL1–QL7；方案和落地记录 docs/architecture/qualification-plan.md，评测 check-eval.md §13 Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
YANG JIANKUAN
@@ -220,4 +220,5 @@ samples/
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- 2026-11-04：查标第 3 步冻结（`a60d16e`），跑留出集一次：S03、S06、S09 各一份风格 B 规矩 + 风格 C 马虎（风格 C 由封存一侧的会话实现），96 个注入问题 Fable 复核通过 79，用户抽查 19 条全部同意。留出集召回 54%（开发集 74%）、致命级 56%（开发集 78%）、负偏离未说明 25%（开发集 92%）、规则问题 13 / 20；S03 的规矩投标文件因响应方式识别过度触发报了 1094 个提示，人工确认响应方式后降到 45 个。开发集分数有相当一部分是调出来的；要修的 5 处见 `docs/architecture/check-eval.md` §11。
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- 2026-11-04：按用户决定（E2）先修留出集暴露的 5 处（响应方式识别、偏离栏按「是不是明确满足」判断、另报价 / 附加条件按结构判断、空白栏、异体字），规则集 2026.11-r3。开发集不退化（召回 75%、规矩投标文件问题数不变）；留出集参考数字召回 54% → 69%、规矩投标文件问题 1134 → 82（已看过，正式成绩仍以冻结代码那次为准）。见 `docs/architecture/check-eval.md` §12。
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- 2026-11-04：查标第 5 步检查报告：导出 → 后台用 Gotenberg 生成 A4 PDF（首页覆盖范围和免责声明、问题明细、需人工核对附录，页眉 logo、页脚免责一句和页码）→ 加密归档，可重复下载；前端加「报告」标签页（选项、导出、内嵌预览、历次下载）。补了项目状态流转（递交 / 撤销递交 / 归档 / 撤销归档，致命未处理也能递交，递交后只读，都留痕）。产品可以从上传招标文件一路走到导出报告、标记递交。见 `docs/architecture/m3-plan.md` 进度。
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- 下一步：国动真实投标文件（用户晚些提供，到时先读标、请用户看清单，再查标一次）；其余可做：第 4 步资质库和资质匹配、第 6 步前端补齐（键盘操作、批量处理、判断有误反馈）。
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- 2026-11-04：查标第 4 步资质库和资质匹配（`docs/architecture/qualification-plan.md`，QL1–QL7 全部按建议确认）。资质库页可增删改、挂证书扫描件（企业级密钥加密），到期按进行中项目的投标截止日提醒；查标按证书类别词表（16 类，产品证书、人员证书不进匹配）核对有效期、等级、有没有覆盖，投标文字层按清单项定级，只有资质库记录的降一级、出处显示「依据：资质库记录」，规则集 2026.11-r4。开发集不退化；派生的资质情况表上 D12 3 / 3、D18 2 / 2、规矩的资质表 0 误报，但表和词表是对着同一批样本写的，泛化要等国动真实文件（`check-eval.md` §13）。
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- 下一步：国动真实投标文件（用户晚些提供，到时先读标、请用户看清单，再查标一次；请用户按公司真实证书录资质库）；其余可做：第 6 步前端补齐（键盘操作、批量处理、判断有误反馈、日期选择器的日历弹层）、M6 剩下的 P0（额度流水、套餐开通、数据删除、运营后台）。
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@@ -3,7 +3,7 @@
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* 登录后的页面框架（设计规范 v0.2 §5.3）：96px 墨色渐变侧栏 + 透明顶栏（滚动后半透明白）+ 内容区。
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* 挂载期间保持一条事件流连接，把服务端的变化推进查询缓存。
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*/
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import { House, LogOut } from "@lucide/vue";
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import { Award, House, LogOut } from "@lucide/vue";
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import { useQueryClient } from "@tanstack/vue-query";
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import { computed, onBeforeUnmount, onMounted, ref } from "vue";
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import { RouterLink, RouterView, useRoute, useRouter } from "vue-router";
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@@ -71,6 +71,9 @@ async function logout() {
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<RouterLink :to="{ name: 'workbench' }" :aria-current="onWorkbench ? 'page' : undefined">
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<House class="ic" :stroke-width="1.5" /><span>工作台</span>
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</RouterLink>
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<RouterLink :to="{ name: 'qualifications' }" :aria-current="route.name === 'qualifications' ? 'page' : undefined">
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<Award class="ic" :stroke-width="1.5" /><span>资质库</span>
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</RouterLink>
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</nav>
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<div class="me">
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<span class="avatar" aria-hidden="true">{{ name.slice(0, 1) }}</span>
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326
apps/web/src/components/QualificationDialog.vue
Normal file
326
apps/web/src/components/QualificationDialog.vue
Normal file
@@ -0,0 +1,326 @@
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<script setup lang="ts">
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/**
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* 资质的添加 / 编辑对话框（宽 640，原型 qualifications.html、ui-demo forms.html「资质录入」）。
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* - 名称、证书编号、有效期至必填（长期有效打开开关）；证书编号界面必填、接口可空（qualification-plan §2.3）；
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* - 有效期至早于进行中项目的投标截止日：出赭色提醒小字，只提醒、不拦截保存；
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* - 附件可以稍后补录。新增时选的文件在保存资质后再上传挂上。
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*/
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import { unwrap, uploadFile } from "@bid-doctor/api-client";
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import { X } from "@lucide/vue";
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import { DialogClose, DialogContent, DialogOverlay, DialogPortal, DialogRoot, DialogTitle } from "reka-ui";
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import { computed, ref, watch } from "vue";
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import { api, apiOptions, errorTitle } from "@/lib/api";
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import { extOf, fmtMonthDay, fmtSize, parseDay, QUALIFICATION_KIND, QUALIFICATION_KIND_ORDER } from "@/lib/labels";
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import type { Qualification } from "@/lib/queries";
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export interface ActiveDeadline {
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name: string;
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/** YYYY-MM-DD（北京时间） */
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day: string;
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}
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const props = defineProps<{ item: Qualification | null; deadlines: ActiveDeadline[]; focusExpiry?: boolean }>();
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const open = defineModel<boolean>("open", { required: true });
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/** saved：created / updated 是点了「保存资质」，files 是在对话框里加删附件 */
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const emit = defineEmits<{ saved: [q: Qualification, how: "created" | "updated" | "files"] }>();
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type Kind = Qualification["kind"];
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const name = ref("");
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const kind = ref<Kind>("certificate");
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const level = ref("");
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const certNo = ref("");
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const issuer = ref("");
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const from = ref("");
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const to = ref("");
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const longTerm = ref(false);
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const files = ref<Qualification["files"]>([]);
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const pending = ref<File | null>(null);
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const errs = ref<Record<string, string>>({});
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const err = ref("");
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const busy = ref(false);
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const fileBusy = ref(false);
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const fileInput = ref<HTMLInputElement | null>(null);
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const toInput = ref<HTMLInputElement | null>(null);
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watch(open, (v) => {
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if (!v) return;
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const q = props.item;
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name.value = q?.name ?? "";
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kind.value = q?.kind ?? "certificate";
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level.value = q?.level ?? "";
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certNo.value = q?.cert_no ?? "";
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issuer.value = q?.issuer ?? "";
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from.value = q?.valid_from ?? "";
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to.value = q?.valid_to ?? "";
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longTerm.value = !!q && !q.valid_to;
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files.value = q?.files ?? [];
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pending.value = null;
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errs.value = {};
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err.value = "";
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if (props.focusExpiry) setTimeout(() => toInput.value?.select());
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});
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/** 有效期至早于哪些进行中项目的投标截止日（截止日当天到期仍算有效） */
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const late = computed(() => {
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const day = longTerm.value ? "" : parseDay(to.value);
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return day ? props.deadlines.filter((d) => day < d.day) : [];
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});
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function tidy(field: "from" | "to") {
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const r = field === "from" ? from : to;
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const day = parseDay(r.value);
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if (day) r.value = day;
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}
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function validate(): boolean {
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const e: Record<string, string> = {};
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if (!name.value.trim()) e.name = "请填写资质名称，和证书上的写法一致";
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if (!certNo.value.trim()) e.certNo = "请填写证书编号，查标时用它核对";
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const f = parseDay(from.value);
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if (f === null) e.from = "日期写法不对，例如：2023-11-16";
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if (!longTerm.value) {
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const t = parseDay(to.value);
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if (t === null) e.to = "日期写法不对，例如：2026-11-20";
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else if (!t) e.to = "请填写有效期至；长期有效请打开下方开关";
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else if (f && t <= f) e.to = "有效期至要晚于有效期起，请核对";
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}
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errs.value = e;
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return !Object.keys(e).length;
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}
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async function attach(qid: string, file: File): Promise<Qualification> {
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const done = await uploadFile(api, apiOptions, file, "qualification_file");
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return unwrap(
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api.POST("/qualifications/{qualification_id}/files", { params: { path: { qualification_id: qid } }, body: { upload_id: done.id } }),
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);
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}
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async function submit() {
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if (!validate() || busy.value) return;
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busy.value = true;
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err.value = "";
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const body = {
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name: name.value.trim(),
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kind: kind.value,
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level: level.value.trim() || null,
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cert_no: certNo.value.trim() || null,
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issuer: issuer.value.trim() || null,
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valid_from: parseDay(from.value) || null,
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valid_to: longTerm.value ? null : parseDay(to.value) || null,
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};
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const how = props.item ? "updated" : "created";
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try {
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let q = props.item
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? await unwrap(api.PUT("/qualifications/{qualification_id}", { params: { path: { qualification_id: props.item.id } }, body }))
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: await unwrap(api.POST("/qualifications", { body }));
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if (pending.value) {
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try {
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q = await attach(q.id, pending.value);
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} catch (e) {
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// 资质已经存好了（再点保存是修改，不会重复添加）；附件没挂上时关掉对话框会让人以为都好了，所以留在对话框里
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emit("saved", q, how);
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err.value = `资质已保存，附件没有上传成功：${errorTitle(e)}。可以稍后在列表里补录。`;
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return;
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}
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}
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emit("saved", q, how);
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open.value = false;
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} catch (e) {
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err.value = errorTitle(e);
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} finally {
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busy.value = false;
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}
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}
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function pick() {
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fileInput.value?.click();
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}
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async function onFile(ev: Event) {
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const input = ev.target as HTMLInputElement;
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const f = input.files?.[0];
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input.value = "";
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if (!f) return;
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if (!props.item) {
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pending.value = f;
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return;
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}
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fileBusy.value = true;
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err.value = "";
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try {
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const q = await attach(props.item.id, f);
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files.value = q.files;
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emit("saved", q, "files");
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} catch (e) {
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err.value = errorTitle(e);
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} finally {
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fileBusy.value = false;
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}
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}
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async function view(fileId: string) {
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if (!props.item) return;
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try {
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const link = await unwrap(
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api.GET("/qualifications/{qualification_id}/files/{file_id}", { params: { path: { qualification_id: props.item.id, file_id: fileId } } }),
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);
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window.open(link.url, "_blank", "noopener");
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} catch (e) {
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err.value = errorTitle(e);
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}
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}
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async function removeFile(fileId: string) {
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if (!props.item) return;
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fileBusy.value = true;
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try {
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await unwrap(
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api.DELETE("/qualifications/{qualification_id}/files/{file_id}", { params: { path: { qualification_id: props.item.id, file_id: fileId } } }),
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);
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files.value = files.value.filter((f) => f.id !== fileId);
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emit("saved", { ...props.item, files: files.value }, "files");
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} catch (e) {
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err.value = errorTitle(e);
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} finally {
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fileBusy.value = false;
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}
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}
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</script>
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<template>
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<DialogRoot v-model:open="open">
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<DialogPortal>
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<DialogOverlay class="scrim">
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<DialogContent class="dialog wide" :aria-describedby="undefined">
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<DialogTitle as="h2">{{ item ? "编辑资质" : "添加资质" }}</DialogTitle>
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<DialogClose class="icon-btn sm x" aria-label="关闭"><X class="ic" :stroke-width="1.5" /></DialogClose>
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<form class="body" novalidate @submit.prevent="submit">
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<div class="form">
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<div class="field span2" :class="{ err: errs.name }">
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<label for="qd-name">名称 <small>（必填）</small></label>
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<input id="qd-name" v-model="name" class="input" maxlength="200" placeholder="和证书上的写法一致" autocomplete="off" />
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<span v-if="errs.name" class="msg"><span class="ico w" aria-hidden="true">!</span>{{ errs.name }}</span>
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</div>
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<div class="field">
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<label for="qd-kind">类型 <small>（必填）</small></label>
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<select id="qd-kind" v-model="kind" class="input">
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<option v-for="k in QUALIFICATION_KIND_ORDER" :key="k" :value="k">{{ QUALIFICATION_KIND[k] }}</option>
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</select>
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</div>
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<div class="field">
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<label for="qd-level">等级 <small>（选填）</small></label>
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<input id="qd-level" v-model="level" class="input" maxlength="40" placeholder="例如：CS3、二级" autocomplete="off" />
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</div>
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<div class="field" :class="{ err: errs.certNo }">
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<label for="qd-no">证书编号 <small>（必填）</small></label>
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<input id="qd-no" v-model="certNo" class="input num" maxlength="80" autocomplete="off" />
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<span v-if="errs.certNo" class="msg"><span class="ico w" aria-hidden="true">!</span>{{ errs.certNo }}</span>
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</div>
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<div class="field">
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<label for="qd-issuer">发证机构</label>
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<input id="qd-issuer" v-model="issuer" class="input" maxlength="120" autocomplete="off" />
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</div>
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<div class="field" :class="{ err: errs.from }">
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<label for="qd-from">有效期起</label>
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<input id="qd-from" v-model="from" class="input num" placeholder="例如：2023-11-16" autocomplete="off" @blur="tidy('from')" />
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<span v-if="errs.from" class="msg"><span class="ico w" aria-hidden="true">!</span>{{ errs.from }}</span>
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</div>
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<div class="field" :class="{ err: errs.to }">
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<label for="qd-to">有效期至 <small v-if="!longTerm">（必填）</small></label>
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<input
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id="qd-to"
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ref="toInput"
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v-model="to"
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class="input num"
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:placeholder="longTerm ? '长期有效' : '例如：2026-11-20'"
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:disabled="longTerm"
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autocomplete="off"
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@blur="tidy('to')"
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/>
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<span v-if="errs.to" class="msg"><span class="ico w" aria-hidden="true">!</span>{{ errs.to }}</span>
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<span v-else-if="late.length" class="hint-warn">
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<span class="ico w" aria-hidden="true">!</span>
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<span>早于「{{ late[0]!.name }}」的投标截止 {{ fmtMonthDay(late[0]!.day) }}<template v-if="late.length > 1"> 等 <span class="fig">{{ late.length }}</span> 个项目</template></span>
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</span>
|
||||
</div>
|
||||
<div class="field span2">
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<button
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||||
type="button"
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||||
class="switch"
|
||||
role="switch"
|
||||
:aria-checked="longTerm"
|
||||
@click="
|
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longTerm = !longTerm;
|
||||
if (longTerm) to = '';
|
||||
"
|
||||
>
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<span class="track" aria-hidden="true"></span>长期有效
|
||||
</button>
|
||||
</div>
|
||||
<div class="field span2">
|
||||
<label>证书扫描件 <small>（可以稍后补录）</small></label>
|
||||
<div v-for="f in files" :key="f.id" class="file-row">
|
||||
<span class="ext">{{ extOf(f.filename) }}</span>
|
||||
<div><b>{{ f.filename }}</b><span class="cap muted">{{ fmtSize(f.size_bytes) }}</span></div>
|
||||
<span class="acts">
|
||||
<button type="button" class="btn sm" @click="view(f.id)">查看</button>
|
||||
<button type="button" class="btn sm" :disabled="fileBusy" @click="removeFile(f.id)">删除</button>
|
||||
</span>
|
||||
</div>
|
||||
<div v-if="pending" class="file-row">
|
||||
<span class="ext">{{ extOf(pending.name) }}</span>
|
||||
<div><b>{{ pending.name }}</b><span class="cap muted">{{ fmtSize(pending.size) }} · 保存资质后上传</span></div>
|
||||
<span class="acts"><button type="button" class="btn sm" @click="pending = null">移除</button></span>
|
||||
</div>
|
||||
<button v-if="!pending" type="button" class="drop" :aria-disabled="fileBusy" @click="pick">
|
||||
<span>{{ fileBusy ? "正在上传…" : files.length ? "再上传一个附件（PDF / JPG / PNG）" : "点击上传 PDF / JPG / PNG，单个不超过 20MB" }}</span>
|
||||
</button>
|
||||
<input ref="fileInput" type="file" accept=".pdf,.jpg,.jpeg,.png,application/pdf,image/jpeg,image/png" hidden @change="onFile" />
|
||||
</div>
|
||||
</div>
|
||||
<p v-if="err" class="hint-warn" role="alert"><span class="ico w" aria-hidden="true">!</span>{{ err }}</p>
|
||||
<div class="foot">
|
||||
<span class="cap muted left">不扣额度</span>
|
||||
<DialogClose class="btn" type="button" :disabled="busy">取消</DialogClose>
|
||||
<button type="submit" class="btn primary swap" :class="{ 'is-loading': busy }" :disabled="busy">
|
||||
<span class="idle">保存资质</span><span class="busy">正在保存…</span>
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</DialogContent>
|
||||
</DialogOverlay>
|
||||
</DialogPortal>
|
||||
</DialogRoot>
|
||||
</template>
|
||||
|
||||
<style scoped>
|
||||
/* 编号、日期用数字字体（同原型 .dt > .input） */
|
||||
.input.num {
|
||||
font-family: var(--font-figures);
|
||||
font-variant-numeric: tabular-nums;
|
||||
font-size: var(--fs-figure-sm);
|
||||
}
|
||||
.input.num::placeholder {
|
||||
font-family: var(--font-sans);
|
||||
font-size: var(--fs-body);
|
||||
}
|
||||
.file-row + .file-row,
|
||||
.file-row + .drop {
|
||||
margin-top: var(--sp-2);
|
||||
}
|
||||
.drop {
|
||||
width: 100%;
|
||||
padding: var(--sp-4);
|
||||
font: inherit;
|
||||
cursor: pointer;
|
||||
}
|
||||
.file-row .cap {
|
||||
display: block;
|
||||
}
|
||||
.hint-warn {
|
||||
margin: var(--sp-4) 0 0;
|
||||
}
|
||||
.field .hint-warn {
|
||||
margin: var(--sp-1) 0 0;
|
||||
}
|
||||
</style>
|
||||
@@ -17,4 +17,5 @@ export const qk = {
|
||||
manualChecks: (projectId: string) => ["manual-checks", projectId] as const,
|
||||
reports: (projectId: string) => ["reports", projectId] as const,
|
||||
itemResults: (runId: string) => ["item-results", runId] as const,
|
||||
qualifications: ["qualifications"] as const,
|
||||
};
|
||||
|
||||
@@ -187,6 +187,15 @@ export const FINDING_ACTION: Dict<Schemas["FindingStatus"]> = {
|
||||
|
||||
export const READY_TIP = "只表示致命问题都已处理，不代表投标文件没有问题。";
|
||||
|
||||
export const QUALIFICATION_KIND_ORDER: readonly Schemas["QualificationKind"][] = ["certificate", "system_cert", "software_copyright", "other"];
|
||||
export const QUALIFICATION_KIND: Dict<Schemas["QualificationKind"]> = {
|
||||
certificate: "资质证书",
|
||||
system_cert: "体系认证",
|
||||
software_copyright: "软件著作权",
|
||||
other: "其他",
|
||||
};
|
||||
export const qualificationKind = (s: string) => pick(QUALIFICATION_KIND, s);
|
||||
|
||||
/* ---------- 时间 ---------- */
|
||||
const pad = (n: number) => String(n).padStart(2, "0");
|
||||
export const fmtDate = (d: Date) => `${d.getMonth() + 1}月${d.getDate()}日`;
|
||||
@@ -195,6 +204,30 @@ export const fmtDateTime = (iso: string) => {
|
||||
const d = new Date(iso);
|
||||
return `${fmtDate(d)} ${fmtTime(d)}`;
|
||||
};
|
||||
/** 日期（YYYY-MM-DD，无时区）显示成「2026年11月15日」 */
|
||||
export const fmtDay = (day: string) => {
|
||||
const [y, m, d] = day.split("-").map(Number);
|
||||
return `${y}年${m}月${d}日`;
|
||||
};
|
||||
/** 近期的日期（投标截止日）省掉年份，显示成「11月20日」 */
|
||||
export const fmtMonthDay = (day: string) => {
|
||||
const [, m, d] = day.split("-").map(Number);
|
||||
return `${m}月${d}日`;
|
||||
};
|
||||
/**
|
||||
* 键入的日期整理成 YYYY-MM-DD（设计规范 Q10：可直接键入）。接受 2026-11-20、2026/11/20、2026.11.20、20261120、
|
||||
* 2026年11月20日；空串返回 ""，写错或不存在的日期返回 null。
|
||||
*/
|
||||
export function parseDay(text: string): string | null {
|
||||
const t = text.trim();
|
||||
if (!t) return "";
|
||||
const m = /^(\d{4})(?:[-/.年]\s*(\d{1,2})[-/.月]\s*(\d{1,2})日?|(\d{2})(\d{2}))$/.exec(t);
|
||||
if (!m) return null;
|
||||
const [y, mo, d] = [Number(m[1]), Number(m[2] ?? m[4]), Number(m[3] ?? m[5])];
|
||||
const dt = new Date(Date.UTC(y, mo - 1, d));
|
||||
if (dt.getUTCFullYear() !== y || dt.getUTCMonth() !== mo - 1 || dt.getUTCDate() !== d) return null;
|
||||
return `${y}-${pad(mo)}-${pad(d)}`;
|
||||
}
|
||||
export const fmtDuration = (ms: number) => {
|
||||
const s = Math.max(0, Math.round(ms / 1000));
|
||||
return { min: Math.floor(s / 60), sec: pad(s % 60) };
|
||||
|
||||
@@ -26,6 +26,7 @@ export type CheckRun = Schemas["CheckRun"];
|
||||
export type Finding = Schemas["Finding"];
|
||||
export type CheckItemResult = Schemas["CheckItemResult"];
|
||||
export type ManualCheck = Schemas["ManualCheck"];
|
||||
export type Qualification = Schemas["Qualification"];
|
||||
|
||||
export const fetchMe = () => unwrap(api.GET("/me"));
|
||||
|
||||
@@ -141,3 +142,8 @@ export function useFindings(runId: MaybeRefOrGetter<string>, enabled: MaybeRefOr
|
||||
enabled: computed(() => toValue(enabled)),
|
||||
});
|
||||
}
|
||||
|
||||
/** 资质库：一次取全部（最小资质库条目不多），类型筛选和搜索在前端做 */
|
||||
export function useQualifications() {
|
||||
return useQuery({ queryKey: qk.qualifications, queryFn: () => unwrap(api.GET("/qualifications")) });
|
||||
}
|
||||
|
||||
288
apps/web/src/pages/QualificationsPage.vue
Normal file
288
apps/web/src/pages/QualificationsPage.vue
Normal file
@@ -0,0 +1,288 @@
|
||||
<script setup lang="ts">
|
||||
/**
|
||||
* 资质库（FR-M6-08，原型 qualifications.html）：列表 + 添加 / 编辑对话框 + 删除。
|
||||
* - 到期按每个进行中项目的投标截止日判断，不按今天（服务端给 late_for）；只提醒，不拦截；
|
||||
* - 没有附件显示「待补录」，不生成内容（红线 5）；
|
||||
* - 删除只有确认框，没有撤销（QL6）。
|
||||
*/
|
||||
import { unwrap } from "@bid-doctor/api-client";
|
||||
import { MoreHorizontal, Plus, Search } from "@lucide/vue";
|
||||
import { useQueryClient } from "@tanstack/vue-query";
|
||||
import { DropdownMenuContent, DropdownMenuItem, DropdownMenuPortal, DropdownMenuRoot, DropdownMenuSeparator, DropdownMenuTrigger } from "reka-ui";
|
||||
import { computed, ref } from "vue";
|
||||
import ConfirmDialog from "@/components/ConfirmDialog.vue";
|
||||
import QualificationDialog, { type ActiveDeadline } from "@/components/QualificationDialog.vue";
|
||||
import { api, errorTitle } from "@/lib/api";
|
||||
import { useCrumbs } from "@/lib/crumbs";
|
||||
import { qk } from "@/lib/keys";
|
||||
import { fmtDay, fmtMonthDay, QUALIFICATION_KIND, QUALIFICATION_KIND_ORDER } from "@/lib/labels";
|
||||
import { useProjects, useQualifications, type Qualification } from "@/lib/queries";
|
||||
import { toast } from "@/lib/toast";
|
||||
|
||||
useCrumbs(() => [{ label: "资质库" }]);
|
||||
|
||||
const qc = useQueryClient();
|
||||
const quals = useQualifications();
|
||||
const projects = useProjects();
|
||||
|
||||
const all = computed(() => quals.data.value?.items ?? []);
|
||||
const kind = ref<Qualification["kind"] | "">("");
|
||||
const kw = ref("");
|
||||
|
||||
const segs = computed(() => [
|
||||
{ v: "" as const, label: "全部", n: all.value.length },
|
||||
...QUALIFICATION_KIND_ORDER.map((k) => ({ v: k, label: QUALIFICATION_KIND[k], n: all.value.filter((q) => q.kind === k).length })).filter((s) => s.n),
|
||||
]);
|
||||
const rows = computed(() => {
|
||||
const k = kw.value.trim().toLowerCase();
|
||||
return all.value.filter(
|
||||
(q) => (!kind.value || q.kind === kind.value) && (!k || [q.name, q.cert_no, q.issuer].some((x) => x?.toLowerCase().includes(k))),
|
||||
);
|
||||
});
|
||||
const lateOnes = computed(() => all.value.filter((q) => q.late_for.length));
|
||||
|
||||
/** 进行中项目的投标截止日（北京时间的日期），给对话框做到期提醒 */
|
||||
const deadlines = computed<ActiveDeadline[]>(() => {
|
||||
const fmt = new Intl.DateTimeFormat("en-CA", { timeZone: "Asia/Shanghai" });
|
||||
const today = fmt.format(new Date());
|
||||
return (projects.data.value?.items ?? [])
|
||||
.filter((p) => ["tracking", "drafting", "checked"].includes(p.status) && p.deadline_at)
|
||||
.map((p) => ({ name: p.name, day: fmt.format(new Date(p.deadline_at!)) }))
|
||||
.filter((d) => d.day >= today)
|
||||
.sort((a, b) => (a.day < b.day ? -1 : 1));
|
||||
});
|
||||
|
||||
const lateText = (q: Qualification) => {
|
||||
const first = q.late_for[0]!;
|
||||
return `早于「${first.name}」的投标截止 ${fmtMonthDay(first.deadline)}${q.late_for.length > 1 ? ` 等 ${q.late_for.length} 个项目` : ""}`;
|
||||
};
|
||||
|
||||
const editing = ref<Qualification | null>(null);
|
||||
const dialogOpen = ref(false);
|
||||
const focusExpiry = ref(false);
|
||||
function edit(q: Qualification | null, expiry = false) {
|
||||
editing.value = q;
|
||||
focusExpiry.value = expiry;
|
||||
dialogOpen.value = true;
|
||||
}
|
||||
function onSaved(q: Qualification, how: "created" | "updated" | "files") {
|
||||
void qc.invalidateQueries({ queryKey: qk.qualifications });
|
||||
editing.value = q; // 新增后对话框还开着（附件没传上）时，再保存就是修改
|
||||
if (how === "created") toast(`已添加「${q.name}」`);
|
||||
else if (how === "updated") toast(`已保存「${q.name}」`);
|
||||
}
|
||||
|
||||
/** 打开第一个附件（短时签名地址） */
|
||||
async function view(q: Qualification) {
|
||||
try {
|
||||
const link = await unwrap(
|
||||
api.GET("/qualifications/{qualification_id}/files/{file_id}", { params: { path: { qualification_id: q.id, file_id: q.files[0]!.id } } }),
|
||||
);
|
||||
window.open(link.url, "_blank", "noopener");
|
||||
} catch (e) {
|
||||
toast(errorTitle(e), { ok: false });
|
||||
}
|
||||
}
|
||||
|
||||
const removing = ref<Qualification | null>(null);
|
||||
const removeOpen = ref(false);
|
||||
const removeBusy = ref(false);
|
||||
function askRemove(q: Qualification) {
|
||||
removing.value = q;
|
||||
removeOpen.value = true;
|
||||
}
|
||||
async function remove() {
|
||||
const q = removing.value;
|
||||
if (!q) return;
|
||||
removeBusy.value = true;
|
||||
try {
|
||||
await unwrap(api.DELETE("/qualifications/{qualification_id}", { params: { path: { qualification_id: q.id } } }));
|
||||
removeOpen.value = false;
|
||||
await qc.invalidateQueries({ queryKey: qk.qualifications });
|
||||
toast(`已删除「${q.name}」`);
|
||||
} catch (e) {
|
||||
toast(errorTitle(e), { ok: false });
|
||||
} finally {
|
||||
removeBusy.value = false;
|
||||
}
|
||||
}
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<div class="content">
|
||||
<div class="page-title">
|
||||
<div>
|
||||
<h1>资质库</h1>
|
||||
<p>查标时按每个项目的投标截止日核对有效期和等级。只用你录入的资质。</p>
|
||||
</div>
|
||||
<div class="actions">
|
||||
<button class="btn primary" type="button" @click="edit(null)"><Plus class="ic" :stroke-width="1.5" />添加资质</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div v-if="lateOnes.length" class="alert warn" role="note">
|
||||
<span class="ico w" aria-hidden="true">!</span>
|
||||
<p><b>{{ lateOnes.length }} 张证书会在进行中项目的投标截止前到期。</b>到期按每个项目的投标截止日判断，不按今天。</p>
|
||||
<button v-if="lateOnes.length === 1" class="btn sm" type="button" @click="edit(lateOnes[0]!, true)">更新有效期</button>
|
||||
</div>
|
||||
|
||||
<section class="card flush" aria-labelledby="h-quals">
|
||||
<div class="card-h">
|
||||
<h2 id="h-quals">资质</h2>
|
||||
<div v-if="all.length" class="seg" role="group" aria-label="按类型筛选">
|
||||
<button v-for="s in segs" :key="s.v" type="button" :aria-pressed="kind === s.v" @click="kind = s.v">
|
||||
{{ s.label }}<span class="fig">{{ s.n }}</span>
|
||||
</button>
|
||||
</div>
|
||||
<div v-if="all.length" class="r">
|
||||
<label class="search"><Search class="ic" :stroke-width="1.5" /><input v-model="kw" class="input" type="search" placeholder="名称、证书编号" aria-label="搜索资质" /></label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div v-if="quals.isPending.value" class="card-b"><span class="skel t"></span><span class="skel"></span><span class="skel"></span></div>
|
||||
<div v-else-if="quals.isError.value" class="card-b">
|
||||
<div class="alert warn" role="alert">
|
||||
<span class="ico w" aria-hidden="true">!</span>
|
||||
<p>{{ errorTitle(quals.error.value) }}</p>
|
||||
<button class="btn sm" type="button" @click="quals.refetch()">重试</button>
|
||||
</div>
|
||||
</div>
|
||||
<div v-else-if="!all.length" class="empty">
|
||||
<b>还没有录入资质</b>
|
||||
<p>录入资质证书、体系认证和软件著作权后，查标会按每个项目的投标截止日核对有效期和等级。</p>
|
||||
<button class="btn primary" type="button" @click="edit(null)"><Plus class="ic" :stroke-width="1.5" />添加资质</button>
|
||||
</div>
|
||||
<table v-else class="data hover quals">
|
||||
<thead>
|
||||
<tr><th>名称</th><th>类型</th><th>等级</th><th>证书编号</th><th>发证机构</th><th>有效期至</th><th>附件</th><th><span class="vh">更多</span></th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr v-for="q in rows" :key="q.id" @click="edit(q)">
|
||||
<td><button type="button" class="nm" @click.stop="edit(q)">{{ q.name }}</button></td>
|
||||
<td>{{ QUALIFICATION_KIND[q.kind] }}</td>
|
||||
<td><template v-if="q.level">{{ q.level }}</template><span v-else class="dash">—</span></td>
|
||||
<td class="num">{{ q.cert_no }}</td>
|
||||
<td><template v-if="q.issuer">{{ q.issuer }}</template><span v-else class="dash">—</span></td>
|
||||
<td class="exp">
|
||||
<span>{{ q.valid_to ? fmtDay(q.valid_to) : "长期有效" }}</span>
|
||||
<span v-if="q.late_for.length" class="warn">{{ lateText(q) }}</span>
|
||||
</td>
|
||||
<td>
|
||||
<template v-if="q.files.length">
|
||||
<button type="button" class="lnk" @click.stop="view(q)">查看</button>
|
||||
<span v-if="q.files.length > 1" class="cap muted"> 等 <span class="fig">{{ q.files.length }}</span> 个</span>
|
||||
</template>
|
||||
<span v-else class="tag status">待补录</span>
|
||||
</td>
|
||||
<td class="more-cell" @click.stop>
|
||||
<DropdownMenuRoot :modal="false">
|
||||
<DropdownMenuTrigger class="icon-btn sm" aria-label="更多操作"><MoreHorizontal class="ic" :stroke-width="1.5" /></DropdownMenuTrigger>
|
||||
<DropdownMenuPortal>
|
||||
<DropdownMenuContent class="menu popper" align="end" :side-offset="4">
|
||||
<DropdownMenuItem @select="edit(q)">编辑</DropdownMenuItem>
|
||||
<DropdownMenuItem @select="edit(q)">{{ q.files.length ? "管理附件" : "上传附件" }}</DropdownMenuItem>
|
||||
<DropdownMenuSeparator as="hr" />
|
||||
<DropdownMenuItem @select="askRemove(q)">删除</DropdownMenuItem>
|
||||
</DropdownMenuContent>
|
||||
</DropdownMenuPortal>
|
||||
</DropdownMenuRoot>
|
||||
</td>
|
||||
</tr>
|
||||
<tr v-if="!rows.length">
|
||||
<td colspan="8" class="empty-cell">
|
||||
<div class="empty sm">
|
||||
<b>没有找到匹配的资质</b>
|
||||
<p>换个关键词，或清除筛选。</p>
|
||||
<button class="btn sm" type="button" @click="(kind = ''), (kw = '')">清除筛选</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</section>
|
||||
<p class="note below">业绩、人员、历史标书等资产库在 V1 提供。</p>
|
||||
|
||||
<QualificationDialog v-model:open="dialogOpen" :item="editing" :deadlines="deadlines" :focus-expiry="focusExpiry" @saved="onSaved" />
|
||||
<ConfirmDialog v-model:open="removeOpen" :title="`删除资质「${removing?.name ?? ''}」？`" ok-text="删除" :busy="removeBusy" busy-text="正在删除…" @ok="remove">
|
||||
<p>删除后，查标不再用它核对资质，附件一并删除，不能恢复。已导出的检查报告不受影响。</p>
|
||||
</ConfirmDialog>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<style scoped>
|
||||
.alert {
|
||||
margin-bottom: var(--gap-card);
|
||||
}
|
||||
.card-h .seg {
|
||||
margin-left: var(--sp-2);
|
||||
}
|
||||
.card-h .r {
|
||||
margin-left: auto;
|
||||
}
|
||||
.card-h .search {
|
||||
width: 240px;
|
||||
}
|
||||
.card-h .search .input {
|
||||
height: var(--control-h-sm);
|
||||
}
|
||||
.card-h .search > .ic {
|
||||
top: 8px;
|
||||
}
|
||||
.seg .fig {
|
||||
margin-left: 2px;
|
||||
}
|
||||
table.quals {
|
||||
cursor: default;
|
||||
}
|
||||
table.quals tbody tr {
|
||||
cursor: pointer;
|
||||
}
|
||||
table.quals td:first-child {
|
||||
white-space: normal;
|
||||
min-width: 220px;
|
||||
}
|
||||
table.quals td {
|
||||
vertical-align: middle;
|
||||
}
|
||||
table.quals .nm {
|
||||
display: inline;
|
||||
padding: 0;
|
||||
border: 0;
|
||||
background: none;
|
||||
font: inherit;
|
||||
font-weight: var(--fw-bold);
|
||||
color: var(--text-primary);
|
||||
text-align: left;
|
||||
cursor: pointer;
|
||||
}
|
||||
table.quals .nm:hover {
|
||||
text-decoration: underline;
|
||||
text-decoration-color: var(--c-ink);
|
||||
text-underline-offset: 3px;
|
||||
}
|
||||
table.quals td.more-cell {
|
||||
width: 1%;
|
||||
padding-left: 0;
|
||||
}
|
||||
table.quals .icon-btn {
|
||||
color: var(--text-secondary);
|
||||
}
|
||||
table.quals tr:hover .icon-btn,
|
||||
table.quals .icon-btn[aria-expanded="true"] {
|
||||
color: var(--text-primary);
|
||||
}
|
||||
table.quals .exp .warn {
|
||||
display: block;
|
||||
color: var(--warn-text);
|
||||
font-size: var(--fs-caption);
|
||||
line-height: var(--lh-caption);
|
||||
white-space: nowrap;
|
||||
}
|
||||
table.data td.empty-cell {
|
||||
height: auto;
|
||||
padding: 0;
|
||||
}
|
||||
.note.below {
|
||||
margin: var(--sp-3) 0 0;
|
||||
}
|
||||
</style>
|
||||
@@ -21,7 +21,7 @@ import ProjectHead from "@/components/ProjectHead.vue";
|
||||
import { api, errorTitle, isApiError } from "@/lib/api";
|
||||
import { useCrumbs } from "@/lib/crumbs";
|
||||
import { qk } from "@/lib/keys";
|
||||
import { CHECK_STEPS, checkStepIndex, FINDING_ACTION, fmtDateTime, SEVERITY, SEVERITY_CLASS } from "@/lib/labels";
|
||||
import { CHECK_STEPS, checkStepIndex, FINDING_ACTION, fmtDateTime, fmtDay, SEVERITY, SEVERITY_CLASS } from "@/lib/labels";
|
||||
import { TERMINAL_JOB, useCheckRun, useFindings, useManualChecks, useProject, type Citation, type Finding, type ManualCheck } from "@/lib/queries";
|
||||
import { toast } from "@/lib/toast";
|
||||
|
||||
@@ -132,6 +132,21 @@ function refresh() {
|
||||
void qc.invalidateQueries({ queryKey: qk.projects });
|
||||
}
|
||||
|
||||
/* ---------- 资质问题：只按资质库记录判断的，出处是资质库那条记录（QL2，check/qualification.py 存的快照） ---------- */
|
||||
interface LibrarySnapshot {
|
||||
name: string;
|
||||
cert_no: string | null;
|
||||
level: string | null;
|
||||
valid_to: string | null;
|
||||
}
|
||||
function librarySnapshots(f: Finding): LibrarySnapshot[] {
|
||||
if (f.type !== "qualification") return [];
|
||||
const issues = (f.detail as { issues?: { source?: string; library?: LibrarySnapshot }[] }).issues ?? [];
|
||||
return issues.filter((x) => x.source === "library" && x.library).map((x) => x.library!);
|
||||
}
|
||||
const libLine = (r: LibrarySnapshot) =>
|
||||
[r.cert_no && `编号 ${r.cert_no}`, r.level && `等级 ${r.level}`, r.valid_to ? `有效期至 ${fmtDay(r.valid_to)}` : "长期有效"].filter(Boolean).join(" · ");
|
||||
|
||||
/* ---------- 需人工核对 ---------- */
|
||||
const manualQ = useManualChecks(() => props.projectId);
|
||||
const manual = computed(() => manualQ.data.value?.items ?? []);
|
||||
@@ -274,6 +289,10 @@ const errorText = computed(() => {
|
||||
<aside>
|
||||
<CitationBlock v-for="c in f.tender_citations" :key="c.id" :citation="c" :active="viewer?.target.id === c.id" @open="openCitation(c)" />
|
||||
<CitationBlock v-for="c in f.bid_citations" :key="c.id" :citation="c" :active="viewer?.target.id === c.id" @open="openCitation(c)" />
|
||||
<div v-for="(r, i) in librarySnapshots(f)" :key="`lib-${i}`" class="cite lib">
|
||||
<RouterLink class="cite-src" :to="{ name: 'qualifications' }">依据：资质库记录</RouterLink>
|
||||
<p><b>{{ r.name }}</b><br />{{ libLine(r) }}</p>
|
||||
</div>
|
||||
<div v-if="f.type === 'unresponded' && f.search_scope" class="cite missing">
|
||||
<span class="cite-src">投标文件 · 未找到</span>
|
||||
<p>找过：{{ (f.search_scope.documents ?? []).join("、") || "全部分册" }}</p>
|
||||
@@ -478,6 +497,22 @@ const errorText = computed(() => {
|
||||
margin: 0;
|
||||
color: var(--text-secondary);
|
||||
}
|
||||
/* 资质库是用户自己录的数据：墨色（人工），不用 AI 出处的蓝铅笔色 */
|
||||
.cite.lib {
|
||||
border-left-color: var(--c-ink);
|
||||
}
|
||||
.cite.lib .cite-src {
|
||||
color: var(--text-primary);
|
||||
}
|
||||
.cite.lib p {
|
||||
margin: 2px 0 0;
|
||||
font-size: var(--fs-caption);
|
||||
line-height: var(--lh-caption);
|
||||
color: var(--text-secondary);
|
||||
}
|
||||
.cite.lib p b {
|
||||
color: var(--text-primary);
|
||||
}
|
||||
.group-h {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
|
||||
@@ -24,6 +24,7 @@ export const router = createRouter({
|
||||
children: [
|
||||
{ path: "", name: "workbench", component: () => import("@/pages/WorkbenchPage.vue") },
|
||||
{ path: "projects/new", name: "project-new", component: () => import("@/pages/ProjectNewPage.vue") },
|
||||
{ path: "qualifications", name: "qualifications", component: () => import("@/pages/QualificationsPage.vue") },
|
||||
{
|
||||
path: "projects/:projectId/parse/:jobId",
|
||||
name: "parse",
|
||||
|
||||
@@ -272,3 +272,23 @@ textarea.input{height:auto;min-height:80px;padding:var(--sp-2) var(--sp-3);resiz
|
||||
.toast .ok{display:inline-grid;place-items:center;width:16px;height:16px;border-radius:50%;background:var(--c-green);color:var(--c-white);font-size:11px;line-height:1}
|
||||
.toast button.lnk{color:var(--text-on-dark);text-decoration-color:currentColor}
|
||||
.toast .sep{width:1px;align-self:stretch;margin:2px 0;background:var(--on-dark-line)}
|
||||
|
||||
/* =====================================================================
|
||||
* 4. 资质库用到的补充（照搬原型 docs/prototype/assets/app.css 的菜单、开关）
|
||||
* ===================================================================== */
|
||||
/* 下拉菜单：列表行的「更多」。定位交给 Reka UI 的 DropdownMenu，这里只管外观 */
|
||||
.menu{position:absolute;z-index:45;top:calc(100% + 4px);left:0;min-width:100%;max-height:300px;overflow:auto;margin:0;padding:6px;list-style:none;background:var(--bg-surface);border:var(--line) solid var(--border-subtle);border-radius:var(--radius-card);box-shadow:var(--shadow-overlay)}
|
||||
.menu.popper{position:relative;top:auto;left:auto;min-width:160px}
|
||||
.menu [role=option],.menu [role=menuitem]{display:flex;align-items:center;gap:var(--sp-2);width:100%;min-height:34px;padding:6px 10px;border:0;border-radius:var(--radius-tag);background:none;font:var(--fs-body)/var(--lh-body) var(--font-sans);color:var(--text-primary);text-align:left;cursor:pointer;white-space:nowrap}
|
||||
.menu [role=option]:hover,.menu [role=menuitem]:hover,.menu .is-active,.menu [role=menuitem]:focus-visible,.menu [data-highlighted]{background:var(--c-n100);outline:0}
|
||||
.menu hr{border:0;border-top:var(--line) solid var(--border-subtle);margin:6px 0}
|
||||
/* 开关（长期有效等） */
|
||||
.switch{display:inline-flex;align-items:center;gap:var(--sp-2);padding:0;border:0;background:none;font:var(--fs-body) var(--font-sans);color:var(--text-primary);cursor:pointer}
|
||||
.switch .track{position:relative;flex:none;width:34px;height:20px;border:var(--line) solid var(--border-control);border-radius:var(--radius-tag);background:var(--bg-surface);transition:background-color var(--dur-fast) var(--ease),border-color var(--dur-fast) var(--ease)}
|
||||
.switch .track::after{content:"";position:absolute;top:2px;left:2px;width:14px;height:14px;border-radius:var(--radius-xs);background:var(--c-muted);transition:transform var(--dur-fast) var(--ease),background-color var(--dur-fast) var(--ease)}
|
||||
.switch:hover .track{border-color:var(--c-ink)}
|
||||
.switch[aria-checked="true"] .track{background:var(--c-ink);border-color:var(--c-ink)}
|
||||
.switch[aria-checked="true"] .track::after{transform:translateX(14px);background:var(--c-white)}
|
||||
.switch .st{min-width:2em;font-size:var(--fs-caption);color:var(--text-secondary)}
|
||||
.switch[aria-checked="true"] .st{color:var(--text-primary)}
|
||||
.switch[disabled]{color:var(--text-disabled);cursor:not-allowed}
|
||||
|
||||
@@ -192,7 +192,7 @@
|
||||
| 上传与文档 | 分片上传全套、挂到项目、文档列表和详情、逐页摘要、一页的句子、签名下载、发起解析、解析进度、取消、人工建出处 | 删除文档 |
|
||||
| 清单 | 清单概况（含确认人、删除数、按类别计数）、清单项列表（按区域、类别筛选，可含已删除）、清单项详情（ETag）、修改（If-Match 选填）、采纳、删除恢复、人工新增、替换出处、修改记录、确认清单、版本 | 补遗更新确认（等补遗解析）；列表的 `lot_scope`（等选包） |
|
||||
| 检查 | 检查预览、发起、进度、取消、检查记录、问题列表（含本次已解决）、每条清单项的检查结论（C9，2026-11-04 新增）、处理、撤销、批量处理（只限提示级）；投标分册类型和版本、电子投标平台加密格式识别 | 需人工核对（第 2 步） |
|
||||
| 报告、资质 | — | 全部（查标第 4、5 步） |
|
||||
| 报告、资质 | 报告：导出、生成进度、历次报告、签名下载（第 5 步）；资质库：增删改、按类型 / 关键词筛选、附件（上传后挂上、签名下载、删除）、`late_for` 到期提醒（第 4 步） | — |
|
||||
| 通知与事件 | 事件流（含检查进度）、通知列表、反馈 | 标为已读 |
|
||||
|
||||
读标修改类接口的实现约定（2026-11-03）：
|
||||
|
||||
@@ -276,7 +276,40 @@
|
||||
|
||||
留出集的正式成绩仍以 §11（冻结代码）为准：修的时候看过留出集的漏报，修后的数字有过拟合成分。
|
||||
|
||||
## 13. 下一步
|
||||
## 13. 资质匹配（查标第 4 步，2026-11-04）
|
||||
|
||||
规则集 `2026.11-r4`，方案 `qualification-plan.md`（决策 QL1–QL7）。只改规则，开发集上的模型结论全部走缓存。
|
||||
|
||||
**1. 开发集不退化**：17 份投标文件（空资质库）的全部指标和 §12 修后一致：召回 112 / 149（75%）、致命级 25 / 32、规矩的投标文件报出问题 239、规则问题 57 / 57。资质问题 0 个：开发集的证书全在扫描件页上，空资质库什么都不报（QL3）。
|
||||
|
||||
**2. 类别识别**（S01–S10 读标结果里资格条件、评分项中带「证书 / 资质 / 认证」的条目）：认出类别 14 条，产品证书、人员证书排除 9 条（节能 / 环境标志产品认证、项目经理和技术人员资质），没认出 2 条（S03「认证证书（3 分）」、S05「数据库兼容证书」，都是产品类，正确地不判）。营业执照、法人证书、联合体规则不算资质要求。读标留出集的 S03、S06、S09 里没有可核对有效期和等级的企业资质。
|
||||
|
||||
**3. 模拟资质库的噪音**（开发集 17 份，`run_check.py --library`）：
|
||||
|
||||
| 资质库 | 资质问题 | 说明 |
|
||||
|---|---|---|
|
||||
| 空 | 0 | |
|
||||
| 每类一条、有效、等级最高 | 4 个提示 | 都是 S01 的「CCRC 服务类别」：要求写了「安全集成」，模拟记录的名称里没写 |
|
||||
| 只有 ISO 9001 | 16 个重要 | S01 两份的资格条件和评分项「资质库里没有这类资质」，每份 8 个（含同一要求抽成两条的重复，一条评分项里两类证书各一个） |
|
||||
| 每类一条、2020 年过期 | 29 个重要 | S01（每份 8）、S04（每份 3 类 ISO）、S07（每份 ITSS、CS 两类）「按资质库记录已过期」 |
|
||||
|
||||
真实用户的资质库介于「全有效」和「缺几类」之间：规矩的投标文件上，资质库录全了几乎不出问题；录了一部分时，没录的那几类在扫描件条目上会出「未覆盖」（重要）。
|
||||
|
||||
**4. 派生的资质情况表**（`evals/check/qual_defects.py`）：在 S01-B、S04-B、S07-B 的资格证明一章开头插一张文字的「企业资质情况表」（虚构证书，写法故意和词表别名不完全一样），q00 全部有效、q01 注入 D12（有效期早于截止日）和 D18（等级低一级）。
|
||||
|
||||
| 指标 | 结果 |
|
||||
|---|---|
|
||||
| D12 有效期早于截止日 | 3 / 3（S01 资格条件致命，S04、S07 评分项重要） |
|
||||
| D18 等级低于要求 | 2 / 2 |
|
||||
| q00 规矩的资质表上的资质问题 | 0（空资质库、全有效资质库都是 0） |
|
||||
|
||||
调试中修的两处：一条评分项写了两类证书时合成一个问题，规则编号只能取一个（S07 的 CS2 被 ITSS 过期吞掉）→ 改为一类证书一个问题；证书编号「CS3-3201-…」排在等级栏前面，整行读成了 CS3 → 先看短的等级格。同一要求在清单里抽成两条时各报一个，评分按「同规则 + 同出处」算一个。
|
||||
|
||||
插表以后，响应匹配的候选句变了，13 + 8 + 12 次模型调用没有命中缓存：S01 有 5 条扫描件兜底的「请人工核对」因为文字表里能找到而消失（应当如此）；S07 有 3 条条目的结论变了（1 条新的「请人工核对」、1 条从「请人工核对」变成「疑似不满足」、1 条新的「疑似不满足」），是模型看到资质表后的判断，没有逐条复核。
|
||||
|
||||
**局限**：资质情况表和词表是同一个人对着同一批样本写的，分数说明不了泛化；真实投标文件的资质表写法、扫描件比例都没测。国动真实投标文件到了以后，请用户按公司的真实证书录资质库再跑一次（`qualification-plan.md` §5）。
|
||||
|
||||
## 14. 下一步
|
||||
|
||||
1. 分项报价表和采购需求清单逐项对照（P13）**暂缓**：在开发集 7 份招标文件上试读「名称 + 数量」的采购清单表，S02、S08（服务类）没有这种表；S04 把「是否进口」一栏读成了名称；S10 采购包 2 的表跨页、第二页没有表头，漏了大半；S01 9 行里能和投标文件的分项对上名称的只有 7 行。P13 是致命级，按这个抽取质量在真实文件上会大量误报「缺项」，评测集里也没有注入过，先不上，覆盖范围里照写「还没有上线」。散文写法的单价上限同样暂缓。
|
||||
2. 第 3 步冻结前：确认各项改动的单元测试都有开发集以外的反例；冻结后跑留出集（S03、S06、S09，风格 B + C）和国动真实投标文件，各一次。
|
||||
|
||||
@@ -12,7 +12,7 @@
|
||||
| 第 1 步 链路打通 | ✅ 2026-11-04 | 见下方「第 1 步落地记录」 |
|
||||
| 第 2 步 规则 | 基本完成 | 响应方式（C12）、文件要在、扫描件兜底、规则检查 `rules.py`（报价形式、形式要件、响应表）、需人工核对（`manual.py`、`manual-checks` 接口）、「报价」类清单项和分项上限（C7）。还差分项和采购需求逐项对照（P13）、散文写法的单价上限。见 `check-eval.md` §4–§7 |
|
||||
| 第 3 步 AI 响应匹配 | 进行中 | 整行上下文、提示词 v2、偏离栏直读、响应错位、复查复用、硬预算；送给模型的同一行按单元格、重复条目只合并显示（C5 修订）；致命项重问按数据暂不做。见 `check-eval.md` §8–§9 |
|
||||
| 第 4 步 资质库 | 未开始 | |
|
||||
| 第 4 步 资质库 | ✅ 2026-11-04 | 方案和落地记录见 `qualification-plan.md`（决策 QL1–QL7）。`qualification` 模块（增删改、附件按企业级密钥加密、`late_for` 到期提醒、审计）和前端资质库页；`check/qualification.py`：证书类别词表（16 类）、规则 `QUAL.EXPIRED / LEVEL_LOW / NOT_COVERED`，投标文字层按清单项定级、只有资质库记录的降一级，规则集 2026.11-r4。评测见 `check-eval.md` §13 |
|
||||
| 第 5 步 检查报告 | ✅ 2026-11-04 | `report` 模块：导出 → worker 用 Gotenberg（Chromium）把 HTML 转成 A4 PDF → 按项目数据密钥加密存对象存储 → `report`（不可改，存哈希）；`report_job` 记生成过程（迁移 0009），完成推 `report.ready`、发通知。首页有项目信息、投标文件版本、检查依据、规则版本、导出人、检查覆盖范围、汇总、免责声明；问题明细带两侧出处和处理人；附录是需人工核对的勾选结果；页眉 logo、页脚「本报告为辅助检查结果，仅供投标前自查参考」+ 页码；测试检查模板文字不出现「通过 / 合格 / 保证」。前端「报告」标签页：选项、导出、内嵌预览、历次报告下载。「证据索引」页没有单独做（出处已在问题明细里逐条列出）。同时补了项目状态流转（递交 / 撤销递交 / 归档 / 撤销归档，FR-M6-02）：致命问题未处理也能递交，确认框说明；递交后只读，撤销归档回到归档前的状态，都写审计 |
|
||||
| 第 6 步 前端补齐 | 部分 | 需人工核对、重复问题折叠、报告页已做；键盘操作、批量处理提示、判断有误反馈还没做 |
|
||||
|
||||
|
||||
@@ -624,7 +624,7 @@ paths:
|
||||
filename: { type: string, maxLength: 255 }
|
||||
size_bytes: { type: integer, minimum: 1 }
|
||||
sha256: { type: string, pattern: '^[0-9a-f]{64}$', description: 选填；提供时完成上传时校验 }
|
||||
purpose: { type: string, enum: [project_document, qualification_file] }
|
||||
purpose: { type: string, enum: [project_document, qualification_file], description: '资质附件只收 PDF、JPG、PNG，单个不超过 20MB' }
|
||||
responses:
|
||||
'201':
|
||||
description: OK
|
||||
@@ -1593,10 +1593,15 @@ paths:
|
||||
tags: [qualifications]
|
||||
operationId: listQualifications
|
||||
summary: 资质库
|
||||
description: 按「有效期至」从近到远排，长期有效的在最后。
|
||||
parameters:
|
||||
- name: kind
|
||||
in: query
|
||||
schema: { $ref: '#/components/schemas/QualificationKind' }
|
||||
- name: q
|
||||
in: query
|
||||
description: 按名称、证书编号、发证机构搜索
|
||||
schema: { type: string, maxLength: 100 }
|
||||
responses:
|
||||
'200':
|
||||
description: OK
|
||||
@@ -1944,7 +1949,7 @@ components:
|
||||
ProjectStatus: { type: string, enum: [tracking, drafting, checked, submitted, archived] }
|
||||
LegalRegime: { type: string, enum: [gov_procurement, tendering, unknown] }
|
||||
DocumentRole: { type: string, enum: [tender, addendum, clarification, bid_volume] }
|
||||
DetectedFormat: { type: string, enum: [pdf, docx, doc, wps, ofd, encrypted_bid, unknown] }
|
||||
DetectedFormat: { type: string, enum: [pdf, docx, doc, wps, ofd, encrypted_bid, jpeg, png, unknown], description: jpeg、png 只出现在资质附件（purpose = qualification_file）上 }
|
||||
JobStatus: { type: string, enum: [queued, running, succeeded, failed, cancelled] }
|
||||
Category: { type: string, enum: [qualification, invalidity, scoring, schedule, tech_param, format_doc, price] }
|
||||
Importance:
|
||||
@@ -2866,12 +2871,13 @@ components:
|
||||
items: { $ref: '#/components/schemas/Category' }
|
||||
rule:
|
||||
type: [object, 'null']
|
||||
description: 规则问题的规则编号和说明（detector = rule 时有）；资质匹配的问题同时挂清单项
|
||||
properties:
|
||||
code: { type: string, examples: [PRICE.CAPITAL_MISMATCH] }
|
||||
description: { type: string }
|
||||
detail:
|
||||
type: object
|
||||
description: 按类型的补充信息：参数的要求值和响应值、资质预警种类（expired / insufficient_level / not_covered）、从投标文件读到的金额
|
||||
description: 按类型的补充信息：参数的要求值和响应值、从投标文件读到的金额；资质问题（type = qualification）有 kind（expired / level_low / not_covered）、source（bid_text / library）、deadline，issues[] 里 source = library 的带 library（资质库记录的快照：id、name、kind、level、cert_no、valid_to），界面显示为「依据：资质库记录」
|
||||
tender_citations:
|
||||
type: array
|
||||
items: { $ref: '#/components/schemas/Citation' }
|
||||
@@ -3016,16 +3022,16 @@ components:
|
||||
properties:
|
||||
name: { type: string, minLength: 1, maxLength: 200 }
|
||||
kind: { $ref: '#/components/schemas/QualificationKind' }
|
||||
level: { type: [string, 'null'] }
|
||||
cert_no: { type: [string, 'null'] }
|
||||
issuer: { type: [string, 'null'] }
|
||||
level: { type: [string, 'null'], maxLength: 40 }
|
||||
cert_no: { type: [string, 'null'], maxLength: 80, description: 界面上必填（查标时用它核对附件），接口可空，以后批量导入时不一定读得全 }
|
||||
issuer: { type: [string, 'null'], maxLength: 120 }
|
||||
valid_from: { type: [string, 'null'], format: date }
|
||||
valid_to: { type: [string, 'null'], format: date, description: 空表示长期有效 }
|
||||
valid_to: { type: [string, 'null'], format: date, description: 空表示长期有效；要晚于 valid_from }
|
||||
Qualification:
|
||||
allOf:
|
||||
- $ref: '#/components/schemas/QualificationInput'
|
||||
- type: object
|
||||
required: [id, files, created_at, updated_at]
|
||||
required: [id, files, late_for, created_at, updated_at]
|
||||
properties:
|
||||
id: { $ref: '#/components/schemas/Id' }
|
||||
files:
|
||||
@@ -3037,6 +3043,16 @@ components:
|
||||
id: { $ref: '#/components/schemas/Id' }
|
||||
filename: { type: string }
|
||||
size_bytes: { type: integer }
|
||||
late_for:
|
||||
type: array
|
||||
description: 进行中的项目（跟进中、编制中、已检查，截止日不早于今天）里，投标截止日晚于「有效期至」的项目。到期按每个项目的截止日判断，不按今天
|
||||
items:
|
||||
type: object
|
||||
required: [project_id, name, deadline]
|
||||
properties:
|
||||
project_id: { $ref: '#/components/schemas/Id' }
|
||||
name: { type: string }
|
||||
deadline: { type: string, format: date }
|
||||
created_at: { $ref: '#/components/schemas/Timestamp' }
|
||||
updated_at: { $ref: '#/components/schemas/Timestamp' }
|
||||
|
||||
|
||||
189
docs/architecture/qualification-plan.md
Normal file
189
docs/architecture/qualification-plan.md
Normal file
@@ -0,0 +1,189 @@
|
||||
# 资质库和资质匹配实现方案 v0.1（2026-11-04）
|
||||
|
||||
> 范围：查标实现计划（`m3-plan.md`）第 4 步，即 FR-M6-08 最小资质库 + FR-M3-05 资质匹配检查。
|
||||
> 依据：`03-functional-requirements.md`、`05-it-integration-domain.md` R07 / R08、决策 G4 / C10 / DM4、`data-model.md`（`qualification` `qualification_file`）、`openapi.yaml`（`/qualifications`）、原型 `qualifications.html` 和 `results.html` 的 f6、评测规范 `evals/check/GUIDELINES.md` D11 / D12 / D14 / D15。
|
||||
> 状态：QL1–QL7 已全部按建议确认（2026-11-04，`docs/decisions.md`）。
|
||||
|
||||
## 0. 结论速览
|
||||
|
||||
- **表、接口、原型都已经有了**。基线迁移里已建 `qualification` 和 `qualification_file` 两张表；`openapi.yaml` 里已定义 7 个操作；原型资质库页的交互也已定稿。资质库本身是一个普通的增删改模块，工作量主要在前端页面和附件。
|
||||
- **难点在匹配，不在资质库**。从样本看（§1），企业资质在政府采购项目里多数是**评分项**，不是资格条件；而且大量「证书」要求是**产品证书**（节能认证、CCC、商用密码）或**人员证书**，资质库管不了，必须先排除。
|
||||
- **匹配不调模型**：按 IT 集成常见证书建一张类别词表，招标侧的要求、投标文字层、资质库三方都映射到类别再比较。认不出类别的，不做判断，写进检查覆盖范围。
|
||||
- **证据有两个来源，可信度不同**：投标文字层（比如投标文件里的「资质情况表」）上读到的有效期和等级，有原文出处，按清单项定级；只有资质库记录、投标文件那边是扫描件或没写日期时，**降一级**，说明里写明「按资质库记录」。
|
||||
- **资质库是空的就不做资质库核对**，只在覆盖范围里写一句。不能因为用户没录，就报一片「未覆盖」。
|
||||
|
||||
## 1. 样本里的资质要求长什么样
|
||||
|
||||
在 S01–S10 读标结果里筛出和证书有关的清单项（`evals/out/runs/fix3`），分成四种：
|
||||
|
||||
| 种类 | 例子 | 清单类别 | 资质库能不能管 |
|
||||
|---|---|---|---|
|
||||
| 企业资质（资格条件） | 电子与智能化工程专业承包资质、《安全生产许可证》（S01） | 资格条件 + 无效 | **能**，致命 |
|
||||
| 企业资质（评分项） | ISO 27001 / 9001 / 20000（S09）、CCRC 信息安全服务资质一级、CCIA 一级（S01） | 评分 | **能**，重要 |
|
||||
| 软件著作权（评分项） | 「虚拟化云平台软件计算机软件著作权登记证书（1 分）」、「软件著作权证书（3 分）」 | 评分 | 部分：软著长期有效、没有等级，只能看有没有 |
|
||||
| 产品证书 | 节能产品认证、CCC、商用密码产品认证、IPv6 Ready、网络安全专用产品检测证书 | 技术参数 / 无效 | **不能**：证书是厂商的、跟着产品走 |
|
||||
| 人员证书 | 「虚拟化维护人员具有虚拟化认证证书」 | 技术参数 | **不能**：人员库是 V1 |
|
||||
|
||||
结论：
|
||||
|
||||
1. 政府采购项目不能把和项目无关的资质设为资格条件，所以企业资质出现在资格条件里的少（10 份里只有 S01），多数在评分项里。这样一来，资质问题大多是「重要」，不是「致命」。
|
||||
2. 产品证书和人员证书必须先排除，否则资质库会对它们报「未覆盖」，造成大量误报。
|
||||
3. 真实投标文件里的证书基本都是盖章扫描件。不少 IT 投标文件另附一张文字的「企业资质情况表」，列出证书名称、编号和有效期，这是投标文字层上唯一能读到有效期的地方。
|
||||
|
||||
## 2. 资质库（FR-M6-08）
|
||||
|
||||
### 2.1 数据
|
||||
|
||||
用基线里已有的两张表，**不加列、不加迁移**：
|
||||
|
||||
- `qualification`：名称、类型（资质证书 / 体系认证 / 软件著作权 / 其他）、等级、证书编号、发证机构、有效期起止（「有效期至」为空表示长期有效）。
|
||||
- `qualification_file`：附件。对象键 `t/<tenant>/q/<qualification>/<file>`，用**企业级数据密钥**加密（DM4）。
|
||||
|
||||
证书类别（§3.1）在用到时从名称和类型算出来，不存库。词表改了以后，旧记录不用迁移。
|
||||
|
||||
### 2.2 接口
|
||||
|
||||
按 `openapi.yaml` 现有的 7 个操作实现：列表（可按类型筛）、新增、修改、删除（连同附件）、挂附件（走现有的分片上传，`purpose = qualification_file`）、附件下载地址、删除附件。只加两处：
|
||||
|
||||
- `Qualification` 响应加一个字段 `late_for`：进行中的项目里，投标截止日晚于这张证书「有效期至」的项目（项目编号、名称、截止日）。原型里的「N 张证书会在进行中项目的投标截止前到期」提醒就靠这个字段。「进行中」指状态是跟进中、编制中、已检查，且截止日不早于今天。
|
||||
- 列表接口加关键词参数 `q`，按名称、编号、发证机构搜索。
|
||||
|
||||
权限点用已有的 `qualification.edit`。增删改和附件操作都写审计：`qualification.create / update / delete`、`qualification_file.attach / delete`，修改记录前后的值。不扣额度。
|
||||
|
||||
### 2.3 校验
|
||||
|
||||
- 名称必填；「有效期至」必须晚于「有效期起」。
|
||||
- 证书编号、「有效期至」：原型要求必填（长期有效的打开开关），**界面按原型必填，接口保持可空**，因为以后从投标文件批量导入时不一定读得全。
|
||||
- 附件：PDF / JPG / PNG，单个不超过 20 MB，一条资质可以挂多个附件。
|
||||
|
||||
### 2.4 删除
|
||||
|
||||
删除是硬删：同时删行、删对象、写审计。原型在确认框之外还有「撤销」提示，**这一步不做撤销**（QL6）：要撤销就得软删除，而软删除和「彻底删除」（G10）冲突；确认框已经够了。已导出的报告不受影响，因为报告里存的是生成时的快照。
|
||||
|
||||
企业注销时按 `data-model.md` §6.1 的顺序删资质库，企业级密钥一并销毁。
|
||||
|
||||
### 2.5 前端
|
||||
|
||||
照原型 `qualifications.html` 实现：侧栏「资质库」（图标 `award`）、类型分段筛选、关键词搜索、按「有效期至」排序（长期有效的排最后）、到期提醒条、新增 / 编辑对话框（日期选择器上标出进行中项目的截止日）、附件上传和预览、删除确认。页面底部注明「业绩、人员、历史标书等资产库在 V1 提供」。
|
||||
|
||||
## 3. 资质匹配（FR-M3-05）
|
||||
|
||||
### 3.1 证书类别词表
|
||||
|
||||
`check/qualification.py` 里放一张词表，规则集版本跟着升（2026.11-r4）。每个类别包括：别名（含国标等同写法）、等级写法，以及等级怎么比（数字越大越高，还是「一级」最高）。初版覆盖 IT 集成常见的企业资质：
|
||||
|
||||
| 类别 | 别名例子 | 等级 |
|
||||
|---|---|---|
|
||||
| ISO 9001 质量 | GB/T 19001 | 无 |
|
||||
| ISO 14001 环境 | GB/T 24001 | 无 |
|
||||
| ISO 45001 职业健康安全 | OHSAS 18001、GB/T 45001、GB/T 28001 | 无 |
|
||||
| ISO 27001 信息安全 | GB/T 22080 | 无 |
|
||||
| ISO 20000 IT 服务 | GB/T 24405 | 无 |
|
||||
| ISO 22301 业务连续性 | GB/T 30146 | 无 |
|
||||
| CMMI | 能力成熟度模型集成 | 1–5，大为高 |
|
||||
| 信息系统建设和服务能力 | CS、CS1–CS5 | 1–5，大为高 |
|
||||
| ITSS 运维 | 信息技术服务标准、运行维护 | 一级最高 |
|
||||
| CCRC 信息安全服务资质 | 中国网络安全审查技术与认证中心；子类：安全集成、风险评估、应急处理、软件安全开发等 | 一级最高 |
|
||||
| CCIA 信息系统业务安全服务资质 | 中国网络安全产业联盟 | 一级最高 |
|
||||
| 电子与智能化工程专业承包 | 建筑业企业资质 | 一级 > 二级 |
|
||||
| 建筑智能化系统设计专项 | 工程设计资质 | 甲 > 乙 |
|
||||
| 涉密信息系统集成 | 涉密资质 | 甲 > 乙 |
|
||||
| 安全生产许可证 | | 无 |
|
||||
| 软件著作权 | 计算机软件著作权登记证书、软著 | 无，长期有效 |
|
||||
|
||||
**排除词**：要求里出现「产品」「设备」「所投」「厂商」「制造商」「节能」「环境标志」「CCC」「3C」「商用密码产品」「人员」「工程师」「项目经理」这类主体时，判定为产品证书或人员证书，不进资质匹配，仍按现在的流程处理（找响应、扫描件兜底）。
|
||||
|
||||
认不出类别、但清单类别是资格条件或评分项、文字里又有「证书 / 资质 / 认证」字样的，计入覆盖范围：「N 条资质要求没认出是哪类证书，有效期和等级没有核对」。
|
||||
|
||||
### 3.2 三方怎么对上
|
||||
|
||||
对每条进入资质匹配的清单项（类别是资格条件或评分项，且认出了证书类别）：
|
||||
|
||||
1. **招标侧**：类别、要求的等级（「CS3 级及以上」「一级」）、子类（CCRC 的「安全集成」）。要求原文就是招标侧出处。
|
||||
2. **投标文字层**：在响应匹配找到的证据句附近，以及投标文件里写着同一类别的表格行中，读证书编号、等级、有效期（「有效期至」「有效期：A 至 B」「截止日期」）。日期解析复用 `rules.py` 里的写法。只取**和这个类别同一行、或同一段落里只有这一张证书**的日期；附近出现两张以上证书、日期归属不清时不读。
|
||||
3. **资质库**：同一类别的记录。同类有几条（旧证书和换发后的新证书）时取最有利的一条：有效期最晚、等级最高。
|
||||
|
||||
有效期比较用项目基本信息里的**投标截止日**（人工改过的为准），不用今天。「有效期至」当天仍算有效，即 `有效期至 < 截止日` 才算过期。项目没有截止日时，不比有效期，写进覆盖范围。
|
||||
|
||||
### 3.3 规则和定级
|
||||
|
||||
「按清单项定级」：资格条件 → 致命，评分项 → 重要（沿用 `findings.severity`）。
|
||||
|
||||
| 规则 | 什么时候报 | 证据来源 | 级别 |
|
||||
|---|---|---|---|
|
||||
| `QUAL.EXPIRED` | 证书在投标截止日已过期 | 投标文字层 | 按清单项 |
|
||||
| | | 只有资质库 | 降一级（致命 → 重要，重要不变） |
|
||||
| `QUAL.LEVEL_LOW` | 等级能比较，且低于要求 | 投标文字层 | 按清单项 |
|
||||
| | | 只有资质库 | 降一级 |
|
||||
| `QUAL.NOT_COVERED` | 投标文字层没找到（结论是「未找到」或「扫描件」），而且资质库**有记录但没有这一类** | 资质库 | 重要（不给致命：资质库可能没录全） |
|
||||
| （不报问题） | 资质库里有、而且有效、等级够 | | 扫描件兜底那条「请人工核对」保留，说明里补一句：资质库里有《X》（编号…，有效期至…），请核对扫描件里附的是这一张 |
|
||||
|
||||
规定：
|
||||
|
||||
- **投标文字层和资质库冲突时，以投标文件为准**。投标文件里的日期已过期、资质库里有换发后的新证书时，仍按投标文字层报 `QUAL.EXPIRED`，说明里写「资质库里有有效期至 … 的新证书，投标文件附的可能是旧证书」。评审看的是投标文件。
|
||||
- **一条清单项只出一个资质问题**。资质问题比扫描件兜底的「请人工核对」更具体，有资质问题时代替那一条；投标文件是文字版且确实没找到（「未找到响应」，致命）时，保留原问题，只在说明里补资质库的情况（「资质库里有这张证书，可能忘了附」）。
|
||||
- **软件著作权**不查有效期和等级，只在扫描件兜底说明里补「资质库里有 N 件软件著作权」。要求里写了具体软件名的，也不按名称硬配：软件名的写法太散。
|
||||
- **CCRC 子类**：要求写了子类（安全集成），资质库记录的名称里没有这个子类，按 `QUAL.NOT_COVERED` 报，说明写「资质库里的 CCRC 证书没写服务类别，请核对是不是『安全集成』」，级别是提示。
|
||||
- **资质库是空的**：所有资质库规则都不跑，覆盖范围写「资质库还没有录入资质，有效期和等级没有按资质库核对」。查标页在覆盖范围旁边放一个去资质库的链接。
|
||||
- 说明只写事实，不写整改建议。原型 f6 里「请上传换发后的证书」这一句去掉，改成「按资质库记录，有效期至 2026年11月15日，早于投标截止日 11月20日」。
|
||||
|
||||
### 3.4 问题的存法和出处
|
||||
|
||||
- `finding.type = qualification`，`detector = rule`，`rule_code` 是上面的编号，`checklist_item_id` 填对应清单项，`match_key = rule:QUAL.EXPIRED:<清单项>`，复查沿用按现有机制走。
|
||||
- `detail` 里存：`kind`（过期 / 等级不足 / 未覆盖）、`source`（`bid_text` / `library`）、截止日、要求的等级，以及用到的资质库记录的**快照**（编号、名称、等级、有效期、记录 id）。资质库记录以后改了、删了，旧检查的问题和报告不变。
|
||||
- 出处：招标侧照常挂清单项的原文出处；投标文字层来源的挂投标侧句子；资质库来源的**没有投标侧出处**，界面和报告显示「依据：资质库记录」块（名称、编号、有效期，能点开那条记录和附件）。这一点要你确认（QL2）。
|
||||
- 覆盖范围加一节「资质核对」：资质库有几条、本次核对了几条资质要求、几条按资质库判断、几条没认出类别、产品证书和人员证书各排除了几条。
|
||||
|
||||
### 3.5 在流水线里的位置
|
||||
|
||||
放在 `runner.py` 的响应匹配和扫描件兜底之后、`rules.run` 之前，读一次本企业的资质库，不调模型、不计费。复查时重新算：资质库可能改过，结果不复用。
|
||||
|
||||
## 4. 不在这一步做的
|
||||
|
||||
| 不做 | 原因 |
|
||||
|---|---|
|
||||
| D14 证书主体和投标人不一致（子公司、曾用名） | 不在 FR-M3-05 的三种预警里；证书主体只在扫描件上；资质库挂在企业主体下，主体本来就一致。等 OCR（S5）后再看 |
|
||||
| D15 业绩 / 人员证明的时间窗口 | 业绩库、人员库是 V1 |
|
||||
| 产品证书核对 | 厂商的证书，不是用户的资质（红线 5：不从外部补数据） |
|
||||
| 从投标文件或附件里自动识别、批量导入资质 | 要 OCR / 多模态；MVP 只手工录入（01-scope-roles：「手工录入 + 有效期」） |
|
||||
| 读标清单上显示「资质库：ISO 9001 有效期至 …」 | 并入第 6 步前端补齐 |
|
||||
| 软著按软件名称配对、按件数核对评分 | 写法太散，认不准的不报 |
|
||||
|
||||
## 5. 评测
|
||||
|
||||
- **类别识别**：把 S01–S10 读标结果里和证书有关的清单项全部人工标注（企业资质 / 软著 / 产品证书 / 人员证书 / 无关，再加类别和等级），约几十条，作为词表的单元测试。读标留出集的 S03、S06、S09 不在开发里看，词表写完后跑一次，只用来报数字。
|
||||
- **规则**：每条规则配正例和反例单元测试：截止日当天到期不报；同类有新证书也有旧证书取新的；等级写法认不出时不比较；产品证书不进匹配；资质库空不报。
|
||||
- **评测集**：生成器现在不生成证书文字。给风格 A / B 的规矩投标文件加一张「企业资质情况表」（虚构的证书、编号、有效期），注入 D12（有效期早于截止日；整张表的证书都过期）和「等级不足」两类问题，按 GUIDELINES 的流程请 Fable 复核、你抽查。资质库那一侧在评测里用虚构的资质库模拟，分「空 / 全 / 缺一类 / 有过期」四档。
|
||||
- **局限**：评测集里的证书表是看着词表生成的，分数说明不了泛化。国动的真实投标文件到了以后，请你按自己公司的真实证书录资质库，再跑一次，这才是这一步真正的检验。
|
||||
|
||||
## 6. 工作量和顺序
|
||||
|
||||
1. 后端 `qualification` 模块：增删改、附件、`late_for`、审计，集成测试（含行级安全、企业级密钥）。约半天。
|
||||
2. 前端资质库页。约半天。
|
||||
3. 类别词表、标注样本、`check/qualification.py`、接入流水线、覆盖范围、问题渲染和报告。约 1 天。
|
||||
4. 评测集加证书表和注入，复核。约半天。
|
||||
|
||||
## 7. 待确认事项
|
||||
|
||||
| 编号 | 事项 | 建议 |
|
||||
|---|---|---|
|
||||
| QL1 | 匹配方式 | **规则 + 证书类别词表，不调模型**。认不出的不判断、写进覆盖范围。理由：资质名称是有限集合，规则可解释，不花钱 |
|
||||
| QL2 | 只有资质库记录、没有投标侧出处时能不能出问题 | **能出，降一级**，出处显示「依据：资质库记录」。资质库是用户自己录的数据，不是 AI 结论，和红线 2「AI 结论要能回溯原文」不冲突；如果不出，扫描件为主的真实投标文件就基本查不出过期 |
|
||||
| QL3 | 「未覆盖」怎么报 | 资质库**有记录但没有这一类**时报「重要」；资质库是空的不报，只写覆盖范围 |
|
||||
| QL4 | 投标文件和资质库冲突时 | **以投标文件为准**，说明里提一句资质库里有新证书 |
|
||||
| QL5 | 免费版能不能用资质库 | **能用**。01-scope-roles 把资质库写在专业版下，但它不花额度、没有成本；免费版只有 1 个项目，用来试用完整的查标链路，缺了资质库体验就不完整 |
|
||||
| QL6 | 删除要不要撤销 | **不要**，只留确认框；撤销需要软删除，和「彻底删除」冲突 |
|
||||
| QL7 | D14（主体不一致）、D15（时间窗口） | **不在这一步做**，评测规范里这两类的实现阶段改为「OCR 之后 / V1」 |
|
||||
|
||||
## 8. 落地记录（2026-11-04）
|
||||
|
||||
和上文设计不一致、或实现时补的，记在这里：
|
||||
|
||||
- **一类证书一个问题**（改 §3.3「一条清单项只出一个资质问题」）：一条评分项常写几类证书（S07「ITSS 三级得 1 分；CS3 及以上得 2 分」），一张过期、一张等级不够是两件事，合成一条时规则编号只能取一个。改为每条清单项里每类证书出一个问题，标题写证书名（「证书等级低于要求：信息系统建设和服务能力等级」），`match_key = rule:QUAL.*:<清单项>:<证书类别>`。
|
||||
- **评分项不逐条找响应的也查**：applicability 把没写「提供……证书」的评分项跳过了（「评分标准本身」），而企业资质多数就在评分项里。资质匹配改为看所投包里的全部清单项；这类条目没有响应结论，投标文字层和资质库的过期、等级照常提示，「未覆盖」不报（不知道投标人报不报这一项分）。
|
||||
- **等级按证书各读各的**：要求里属于这一类证书的那一段（从它的名称到下一类证书的名称）里读等级；投标侧先看短的格子（等级栏），证书编号里常带等级字样（「CS3-3201-…」）；大写数字（「贰级」）也认。
|
||||
- **响应错位规则收窄**（`check/deviation.py`）：资质情况表的名称格（「安全生产许可证」，比要求短、以证书名结尾）不算「照抄的要求格」，右边的编号、有效期不算「响应对不上」。端到端测试里发现的。
|
||||
- **营业执照、法人证书、联合体的资质认定规则**不算「没认出类别的资质要求」，不进覆盖范围的计数。
|
||||
- **出处**：资质问题挂清单项自己的招标侧出处（`Hit.tender_refs`）；问题接口的 `rule` 改为规则问题都带（原来挂了清单项就不带）；报告模板 v2 在问题明细里写「依据：资质库记录《…》」。
|
||||
- **前端**：资质库页和对话框（日期可直接键入，接受 2026/11/20、2026年11月20日等写法；日历弹层留到第 6 步）；查标页资质问题显示「依据：资质库记录」块，墨色（用户录入的数据，不用 AI 出处的蓝铅笔色）。
|
||||
- 评测见 `check-eval.md` §13。
|
||||
@@ -4,6 +4,22 @@
|
||||
|
||||
---
|
||||
|
||||
## QL1–QL7 · 2026-11-04 · 资质库和资质匹配：全部按建议
|
||||
|
||||
依据 `docs/architecture/qualification-plan.md` §7。
|
||||
|
||||
| # | 决策 | 理由 |
|
||||
|---|---|---|
|
||||
| QL1 | 资质匹配用规则 + 证书类别词表，不调模型；认不出类别的不判断，写进检查覆盖范围 | 资质名称是有限集合，规则可解释、不花钱 |
|
||||
| QL2 | 投标侧没有出处、只有资质库记录时也出问题，级别降一级，出处显示「依据：资质库记录」 | 资质库是用户自己录的数据，不是 AI 结论，不违反红线 2；真实投标的证书多是扫描件，不出就基本查不出过期 |
|
||||
| QL3 | 「未覆盖」只在资质库有记录、但没有这一类时报，级别「重要」；资质库是空的不报，只写覆盖范围 | 用户没录不等于没有；空库报一片未覆盖是误报 |
|
||||
| QL4 | 投标文字层和资质库冲突时以投标文件为准，说明里提资质库里有新证书 | 评审看的是投标文件 |
|
||||
| QL5 | 免费版也能用资质库 | 不花额度、没有成本；免费版用来试用完整的查标链路 |
|
||||
| QL6 | 删除资质不做撤销，只留确认框 | 撤销要软删除，和「彻底删除」（G10）冲突 |
|
||||
| QL7 | D14（证书主体不一致）、D15（业绩 / 人员时间窗口）不在第 4 步做 | 不在 FR-M3-05 的三种预警里；证书主体只在扫描件上；业绩、人员库是 V1 |
|
||||
|
||||
- **影响**：资质库不加迁移；`Qualification` 响应加 `late_for`、列表加 `q`；规则集升到 2026.11-r4；评测规范 D14、D15 的实现阶段改为「OCR 之后 / V1」；原型 f6 的「请上传换发后的证书」不进产品（说明不写整改建议）。
|
||||
|
||||
## E2 · 2026-11-04 · 先修留出集暴露的 5 处，国动真实投标文件之后再跑
|
||||
|
||||
- **决策**：留出集跑完后（`check-eval.md` §11），先修暴露的 5 处（响应方式识别过度触发、偏离栏只认开发集写法、附加条件 / 另报价按措辞枚举、「精确到年月日」误报、PDF 异体字），国动真实投标文件用修好以后的代码跑，而不是冻结代码。
|
||||
|
||||
@@ -61,11 +61,12 @@
|
||||
| D09 | 响应对象错位 | `unresponded` | 按要求项 | 写的是另一台设备的同名参数；另一个采购包；整章是另一个型号 | 第 3 步 |
|
||||
| D10 | 符合性条件响应表填「未完全响应」或空着 | `negative_deviation` | 致命 | 空着；「未完全响应」；「部分响应」 | 第 3 步 |
|
||||
| D11 | 资格证明材料缺失 | `unresponded` | 致命 | 目录列了、正文没有；整份缺失；给的是别的证书 | 第 3、4 步 |
|
||||
| D12 | 资格证书过期（按投标截止日） | `qualification`（过期） | 致命 | 早于截止日；整本证书过期 | 第 4 步 |
|
||||
| D12 | 资格证书过期（按投标截止日） | `qualification`（过期） | 资格致命、评分重要 | 早于截止日；整本证书过期 | 第 4 步（`qual_defects.py` 派生，规则问题口径评分） |
|
||||
| D13 | 评分项要的证明材料缺失 | `unresponded` | 重要 | 业绩合同缺；人员证书缺；社保缺 | 第 3 步 |
|
||||
| D14 | 证书主体和投标人不一致 | `qualification` | 致命 | 子公司；分公司；曾用名 | 第 4 步 |
|
||||
| D15 | 业绩 / 人员证明的时间窗口不符 | `qualification` / `unresponded` | 资格致命、评分重要 | 业绩合同在近三年之外；社保月份不在要求区间 | 第 4 步 |
|
||||
| D14 | 证书主体和投标人不一致 | `qualification` | 致命 | 子公司；分公司；曾用名 | OCR 之后（决策 QL7） |
|
||||
| D15 | 业绩 / 人员证明的时间窗口不符 | `qualification` / `unresponded` | 资格致命、评分重要 | 业绩合同在近三年之外；社保月份不在要求区间 | V1（业绩、人员库，决策 QL7） |
|
||||
| D16 | 授权代表的社保证明缺失（文件要求时） | `unresponded` | 致命 | 没附；附的是别人的；月份不对 | 第 3 步 |
|
||||
| D18 | 资质证书等级低于要求 | `qualification`（等级不足） | 按要求项 | 低一级；证书编号里的等级和等级栏不一致 | 第 4 步 |
|
||||
| D17 | 多包：采购包号空着或写错 | `formality` | 重要 | 偏离表包号空；授权书包号写错；分项表包号写错 | 第 2 步 |
|
||||
|
||||
（v0.1 的 D04「换算后不满足」并入 D03 当变体。）
|
||||
|
||||
97
evals/check/qual_defects.py
Normal file
97
evals/check/qual_defects.py
Normal file
@@ -0,0 +1,97 @@
|
||||
"""从规矩的投标文件派生带「企业资质情况表」的投标文件（qualification-plan §5）：q00 证书都有效、等级够；
|
||||
q01 注入 D12（有效期早于投标截止日）和 D18（等级低于要求）。
|
||||
|
||||
cd server && ../.venv/bin/python ../evals/check/qual_defects.py <规矩的投标文件> <输出> <q00|q01>
|
||||
然后 ../.venv/bin/python ../evals/check/render.py <输出>
|
||||
|
||||
- 资质情况表是文字表格（证书原件在后面的扫描件页上，和规矩的那份一样），插在资格证明材料那一章的开头；
|
||||
- 证书名称、编号、日期都是虚构的，写法故意和词表的别名不完全一样（国标号在前、括注英文缩写、日期几种写法）；
|
||||
- 响应清单照抄规矩的那份（单元都是 expect=ok），rule_defects 记注入的问题；不挂标注单元，不需要复核（E1 只管单元）；
|
||||
- 局限：表是对着 check/qualification.py 的词表写的，分数说明不了泛化（qualification-plan §5）。
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import argparse
|
||||
import json
|
||||
import pathlib
|
||||
from typing import Any
|
||||
|
||||
ROOT = pathlib.Path(__file__).resolve().parent
|
||||
OUT = ROOT.parent / "out" / "check"
|
||||
HEADER = ["序号", "证书名称", "证书编号", "等级", "发证机构", "有效期"]
|
||||
|
||||
# 招标文件 → 资质情况表的行（名称、编号、等级、发证机构、有效期），全部虚构
|
||||
CERTS: dict[str, list[list[str]]] = {
|
||||
"S01": [
|
||||
["建筑业企业资质证书（电子与智能化工程专业承包）", "D232000001", "贰级", "某省住房和城乡建设厅（虚构）", "2024年5月21日至2029年5月20日"],
|
||||
["安全生产许可证", "（苏）JZ安许证字〔2023〕000016", "—", "某省住房和城乡建设厅（虚构）", "2023年11月16日至2027年11月15日"],
|
||||
["信息系统业务安全服务资质证书（CCIA）", "CCIA-2025-000231", "一级", "某网络安全行业组织（虚构）", "2025-02-01至2028-01-31"],
|
||||
["信息安全服务资质认证证书（安全集成）", "CCRC-2024-ISV-000188", "一级", "某认证中心（虚构）", "有效期至2027.06.30"],
|
||||
],
|
||||
"S04": [
|
||||
["GB/T 19001-2016/ISO 9001:2015 质量管理体系认证证书", "00125Q30001R1M", "—", "某认证有限公司（虚构）", "2025年3月10日至2028年3月9日"],
|
||||
["环境管理体系认证证书（ISO 14001）", "00125E30002R1M", "—", "某认证有限公司（虚构）", "2025年3月10日至2028年3月9日"],
|
||||
["职业健康安全管理体系认证证书 GB/T 45001-2020", "00125S30003R1M", "—", "某认证有限公司（虚构）", "2025年3月10日至2028年3月9日"],
|
||||
],
|
||||
"S07": [
|
||||
["信息技术服务标准（ITSS）运行维护符合性证书", "ITSS-YW-2-320020250001", "二级", "某行业协会（虚构）", "2025年6月1日至2028年5月31日"],
|
||||
["信息系统建设和服务能力等级证书", "CS3-3201-2024000077", "CS3", "某行业联合会（虚构）", "2024-12-31至2028-12-30"],
|
||||
],
|
||||
}
|
||||
# 招标文件 → 注入的问题：(行号, 列号, 新值, 问题编号, 写法)
|
||||
DEFECTS: dict[str, list[tuple[int, int, str, str, str]]] = {
|
||||
"S01": [
|
||||
(1, 5, "2023年11月16日至2026年11月15日", "D12", "资格条件的证书早于截止日到期"),
|
||||
(2, 3, "二级", "D18", "评分项要求一级，写的是二级"),
|
||||
],
|
||||
"S04": [(1, 5, "2023年3月10日至2026年3月9日", "D12", "评分项的证书已过期")],
|
||||
"S07": [
|
||||
(0, 5, "2023年6月1日至2026年5月31日", "D12", "评分项的证书已过期"),
|
||||
(1, 3, "CS2", "D18", "评分项要求 CS3 及以上，写的是 CS2"),
|
||||
],
|
||||
}
|
||||
|
||||
|
||||
def table(rows: list[list[str]], vol: str) -> list[dict[str, Any]]:
|
||||
return [
|
||||
{"type": "para", "text": "企业资质情况表（证书复印件附后）", "vol": vol},
|
||||
{
|
||||
"type": "table",
|
||||
"header": HEADER,
|
||||
"rows": [{"cells": [str(i + 1), *r]} for i, r in enumerate(rows)],
|
||||
"vol": vol,
|
||||
},
|
||||
]
|
||||
|
||||
|
||||
def main() -> None:
|
||||
ap = argparse.ArgumentParser()
|
||||
ap.add_argument("clean")
|
||||
ap.add_argument("out")
|
||||
ap.add_argument("kind", choices=["q00", "q01"])
|
||||
a = ap.parse_args()
|
||||
src = OUT / a.clean
|
||||
spec = json.loads((src / "spec.json").read_text())
|
||||
manifest = json.loads((src / "manifest.json").read_text())
|
||||
tender = spec["tender"]
|
||||
rows = [list(r) for r in CERTS[tender]]
|
||||
defects = []
|
||||
if a.kind == "q01":
|
||||
for n, (row, col, value, code, variant) in enumerate(DEFECTS[tender], start=1):
|
||||
rows[row][col - 1] = value
|
||||
defects.append({"id": f"{code}-{n}", "type": code, "variant": variant, "t": value})
|
||||
vol = spec["volumes"][0]
|
||||
at = next(i for i, b in enumerate(vol["blocks"]) if b.get("type") == "heading" and b.get("form") == "evidence")
|
||||
vol["blocks"][at + 1 : at + 1] = table(rows, vol["blocks"][at].get("vol") or "v1")
|
||||
out = OUT / a.out
|
||||
out.mkdir(parents=True, exist_ok=True)
|
||||
spec["bid"] = a.out
|
||||
manifest.update(bid=a.out, kind="clean" if a.kind == "q00" else "sloppy", density="qualification", rule_defects=defects)
|
||||
(out / "spec.json").write_text(json.dumps(spec, ensure_ascii=False, indent=1))
|
||||
(out / "manifest.json").write_text(json.dumps(manifest, ensure_ascii=False, indent=1))
|
||||
print(f"{a.out}：{a.kind}，资质情况表 {len(rows)} 行，注入 {[d['id'] for d in defects]}")
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
@@ -25,13 +25,14 @@ from bid_doctor.ai import prompts
|
||||
from bid_doctor.ai import service as ai_service
|
||||
from bid_doctor.ai.providers.base import near_limit
|
||||
from bid_doctor.ai.service import OutputIncomplete, provider
|
||||
from bid_doctor.check import applicability, deviation, findings, match, rules
|
||||
from bid_doctor.check import applicability, deviation, findings, match, qualification, rules
|
||||
from bid_doctor.checklist import response_mode
|
||||
from bid_doctor.checklist import price
|
||||
from bid_doctor.checklist.extract import amount_yuan
|
||||
from bid_doctor.core.config import get_settings
|
||||
from bid_doctor.core.db import TenantContext
|
||||
from bid_doctor.document.pipeline import text_layer
|
||||
from bid_doctor.qualification.service import Record
|
||||
|
||||
EVALS = pathlib.Path(__file__).resolve().parents[1]
|
||||
sys.path.insert(0, str(EVALS))
|
||||
@@ -175,6 +176,19 @@ def facts(tender: str, run: str, items: dict[UUID, dict[str, Any]]) -> rules.Fac
|
||||
)
|
||||
|
||||
|
||||
def library(kind: str) -> list[Record]:
|
||||
"""模拟的资质库（qualification-plan §5）：empty 空库；valid 每类一条、有效、等级最高；partial 只有 ISO 9001；
|
||||
expired 每类一条、2020 年就过期。软著不进模拟（不查有效期）。"""
|
||||
best = {"asc": "5级", "cn": "一级", "jia": "甲级"}
|
||||
fams = [f for f in qualification.FAMILIES if f.key != "softcopy"]
|
||||
if kind == "partial":
|
||||
fams = [qualification.BY_KEY["iso9001"]]
|
||||
if kind == "empty":
|
||||
return []
|
||||
to = dt.date(2020, 1, 1) if kind == "expired" else dt.date(2030, 12, 31)
|
||||
return [Record(uuid4(), f.label, "certificate", best.get(f.levels or ""), "SIM-001", to) for f in fams]
|
||||
|
||||
|
||||
async def main() -> None:
|
||||
ap = argparse.ArgumentParser()
|
||||
ap.add_argument("bid")
|
||||
@@ -187,6 +201,7 @@ async def main() -> None:
|
||||
ap.add_argument("--no-direct", action="store_true", help="不做偏离栏直读（对比用）")
|
||||
ap.add_argument("--no-mismatch", action="store_true", help="不做响应错位判断（对比用）")
|
||||
ap.add_argument("--modes", help="人工确认后的响应方式，如 technical=implicit,commercial=implicit")
|
||||
ap.add_argument("--library", default="empty", choices=["empty", "valid", "partial", "expired"], help="模拟的资质库")
|
||||
args = ap.parse_args()
|
||||
d = OUT / args.bid
|
||||
manifest = json.loads((d / "manifest.json").read_text())
|
||||
@@ -204,9 +219,8 @@ async def main() -> None:
|
||||
[s for p in pages for s in p.sentences if s.location == "header_footer"],
|
||||
)
|
||||
)
|
||||
hits, rules_cov = rules.run(
|
||||
facts(manifest["tender"], args.checklist, items), docs, gold.sentences(manifest["tender"])
|
||||
)
|
||||
project_facts = facts(manifest["tender"], args.checklist, items)
|
||||
hits, rules_cov = rules.run(project_facts, docs, gold.sentences(manifest["tender"]))
|
||||
|
||||
def rule_rows(covered: set[tuple[str, int, str]]) -> list[dict[str, Any]]:
|
||||
return [
|
||||
@@ -261,6 +275,7 @@ async def main() -> None:
|
||||
if decisions:
|
||||
match.apply_modes(results, items, decisions)
|
||||
match.scanned_fallback(results, items, decisions, docs)
|
||||
qual_hits, qual_cov = qualification.run(all_items, results, docs, library(args.library), project_facts.deadline)
|
||||
rows = []
|
||||
for item_id, item in all_items.items():
|
||||
if item_id not in items:
|
||||
@@ -308,7 +323,24 @@ async def main() -> None:
|
||||
}
|
||||
(out / "results.json").write_text(
|
||||
json.dumps(
|
||||
{"summary": summary, "items": rows, "rules": rule_rows(covered), "rules_coverage": rules_cov},
|
||||
{
|
||||
"summary": summary,
|
||||
"items": rows,
|
||||
"rules": rule_rows(covered),
|
||||
"rules_coverage": rules_cov,
|
||||
"qualification": [
|
||||
{
|
||||
"code": h.code,
|
||||
"severity": h.severity,
|
||||
"title": h.title,
|
||||
"explanation": h.explanation,
|
||||
"source": h.detail["source"],
|
||||
"evidence": [{"volume": doc.label, "p": s.page_no, "text": s.text} for doc, s in h.evidence],
|
||||
}
|
||||
for h in qual_hits
|
||||
],
|
||||
"qualification_coverage": {"library": args.library, **qual_cov.to_api()},
|
||||
},
|
||||
ensure_ascii=False,
|
||||
indent=1,
|
||||
)
|
||||
|
||||
@@ -58,6 +58,8 @@ RULE_CODES = {
|
||||
"P11": "FORM.MISSING_DOC",
|
||||
"P12": "PRICE.MULTIPLE_QUOTES",
|
||||
"P13": "PRICE.ITEM_MISSING",
|
||||
"D12": "QUAL.EXPIRED", # 资质匹配（qualification-plan §5）：按资质情况表那一行的出处对照
|
||||
"D18": "QUAL.LEVEL_LOW",
|
||||
}
|
||||
|
||||
|
||||
@@ -68,7 +70,7 @@ def squash(t: str) -> str:
|
||||
def score_rules(manifest: dict[str, Any], res: dict[str, Any]) -> dict[str, Any]:
|
||||
"""规则问题（P 类）：规则编号对上、投标侧出处里有注入的那段原文才算查出；没对上任何注入问题的规则问题算误报。
|
||||
D10（符合性条件响应表）按表级问题记在 rule_defects 里，它由响应匹配查（negative_deviation），这里一起对照。"""
|
||||
hits = list(res.get("rules") or [])
|
||||
hits = list(res.get("rules") or []) + list(res.get("qualification") or [])
|
||||
used: set[int] = set()
|
||||
found: Counter[str] = Counter()
|
||||
total: Counter[str] = Counter()
|
||||
@@ -104,6 +106,9 @@ def score_rules(manifest: dict[str, Any], res: dict[str, Any]) -> dict[str, Any]
|
||||
found[kind] += 1
|
||||
if ok >= 0:
|
||||
used.add(ok)
|
||||
# 清单里同一要求抽成几条时，规则（资质匹配）对每条各报一个、出处相同：算同一个，不算误报（同响应问题的按单元去重）
|
||||
same = (hits[ok]["code"], tuple(e["text"] for e in hits[ok]["evidence"]))
|
||||
used |= {i for i, h in enumerate(hits) if (h["code"], tuple(e["text"] for e in h["evidence"])) == same}
|
||||
# 响应表规则报的「负偏离」对上了响应问题（D05 / D06）的注入位置：算那个单元查出（rule_units），不算规则误报
|
||||
rule_units: set[str] = set()
|
||||
for i, h in enumerate(hits):
|
||||
|
||||
32
packages/api-client/src/schema.d.ts
vendored
32
packages/api-client/src/schema.d.ts
vendored
@@ -1156,7 +1156,10 @@ export interface paths {
|
||||
path?: never;
|
||||
cookie?: never;
|
||||
};
|
||||
/** 资质库 */
|
||||
/**
|
||||
* 资质库
|
||||
* @description 按「有效期至」从近到远排，长期有效的在最后。
|
||||
*/
|
||||
get: operations["listQualifications"];
|
||||
put?: never;
|
||||
/** 新增资质 */
|
||||
@@ -1356,8 +1359,11 @@ export interface components {
|
||||
LegalRegime: "gov_procurement" | "tendering" | "unknown";
|
||||
/** @enum {string} */
|
||||
DocumentRole: "tender" | "addendum" | "clarification" | "bid_volume";
|
||||
/** @enum {string} */
|
||||
DetectedFormat: "pdf" | "docx" | "doc" | "wps" | "ofd" | "encrypted_bid" | "unknown";
|
||||
/**
|
||||
* @description jpeg、png 只出现在资质附件（purpose = qualification_file）上
|
||||
* @enum {string}
|
||||
*/
|
||||
DetectedFormat: "pdf" | "docx" | "doc" | "wps" | "ofd" | "encrypted_bid" | "jpeg" | "png" | "unknown";
|
||||
/** @enum {string} */
|
||||
JobStatus: "queued" | "running" | "succeeded" | "failed" | "cancelled";
|
||||
/** @enum {string} */
|
||||
@@ -2060,11 +2066,12 @@ export interface components {
|
||||
importance?: components["schemas"]["Importance"];
|
||||
categories?: components["schemas"]["Category"][];
|
||||
} | null;
|
||||
/** @description 规则问题的规则编号和说明（detector = rule 时有）；资质匹配的问题同时挂清单项 */
|
||||
rule?: {
|
||||
code?: string;
|
||||
description?: string;
|
||||
} | null;
|
||||
/** @description 按类型的补充信息：参数的要求值和响应值、资质预警种类（expired / insufficient_level / not_covered）、从投标文件读到的金额 */
|
||||
/** @description 按类型的补充信息：参数的要求值和响应值、从投标文件读到的金额；资质问题（type = qualification）有 kind（expired / level_low / not_covered）、source（bid_text / library）、deadline，issues[] 里 source = library 的带 library（资质库记录的快照：id、name、kind、level、cert_no、valid_to），界面显示为「依据：资质库记录」 */
|
||||
detail?: Record<string, never>;
|
||||
tender_citations: components["schemas"]["Citation"][];
|
||||
bid_citations: components["schemas"]["Citation"][];
|
||||
@@ -2168,13 +2175,14 @@ export interface components {
|
||||
name: string;
|
||||
kind: components["schemas"]["QualificationKind"];
|
||||
level?: string | null;
|
||||
/** @description 界面上必填（查标时用它核对附件），接口可空，以后批量导入时不一定读得全 */
|
||||
cert_no?: string | null;
|
||||
issuer?: string | null;
|
||||
/** Format: date */
|
||||
valid_from?: string | null;
|
||||
/**
|
||||
* Format: date
|
||||
* @description 空表示长期有效
|
||||
* @description 空表示长期有效；要晚于 valid_from
|
||||
*/
|
||||
valid_to?: string | null;
|
||||
};
|
||||
@@ -2185,6 +2193,13 @@ export interface components {
|
||||
filename: string;
|
||||
size_bytes: number;
|
||||
}[];
|
||||
/** @description 进行中的项目（跟进中、编制中、已检查，截止日不早于今天）里，投标截止日晚于「有效期至」的项目。到期按每个项目的截止日判断，不按今天 */
|
||||
late_for: {
|
||||
project_id: components["schemas"]["Id"];
|
||||
name: string;
|
||||
/** Format: date */
|
||||
deadline: string;
|
||||
}[];
|
||||
created_at: components["schemas"]["Timestamp"];
|
||||
updated_at: components["schemas"]["Timestamp"];
|
||||
};
|
||||
@@ -3062,7 +3077,10 @@ export interface operations {
|
||||
size_bytes: number;
|
||||
/** @description 选填；提供时完成上传时校验 */
|
||||
sha256?: string;
|
||||
/** @enum {string} */
|
||||
/**
|
||||
* @description 资质附件只收 PDF、JPG、PNG，单个不超过 20MB
|
||||
* @enum {string}
|
||||
*/
|
||||
purpose: "project_document" | "qualification_file";
|
||||
};
|
||||
};
|
||||
@@ -4430,6 +4448,8 @@ export interface operations {
|
||||
parameters: {
|
||||
query?: {
|
||||
kind?: components["schemas"]["QualificationKind"];
|
||||
/** @description 按名称、证书编号、发证机构搜索 */
|
||||
q?: string;
|
||||
};
|
||||
header?: never;
|
||||
path?: never;
|
||||
|
||||
@@ -83,11 +83,11 @@ type = "forbidden"
|
||||
source_modules = ["bid_doctor.core"]
|
||||
forbidden_modules = ["bid_doctor.identity", "bid_doctor.billing", "bid_doctor.project", "bid_doctor.document",
|
||||
"bid_doctor.checklist", "bid_doctor.check", "bid_doctor.ai", "bid_doctor.audit",
|
||||
"bid_doctor.notification", "bid_doctor.ops"]
|
||||
"bid_doctor.notification", "bid_doctor.ops", "bid_doctor.qualification"]
|
||||
|
||||
[[tool.importlinter.contracts]]
|
||||
name = "业务模块不依赖 api 层的组合模块"
|
||||
type = "forbidden"
|
||||
source_modules = ["bid_doctor.document", "bid_doctor.checklist", "bid_doctor.check", "bid_doctor.billing",
|
||||
"bid_doctor.identity.service", "bid_doctor.ops"]
|
||||
"bid_doctor.identity.service", "bid_doctor.ops", "bid_doctor.qualification"]
|
||||
forbidden_modules = ["bid_doctor.project.workbench", "bid_doctor.app"]
|
||||
|
||||
@@ -24,6 +24,7 @@ def create_app() -> FastAPI:
|
||||
from bid_doctor.notification.api import router as notification_router
|
||||
from bid_doctor.ops.api import router as ops_router
|
||||
from bid_doctor.project.api import router as project_router
|
||||
from bid_doctor.qualification.api import router as qualification_router
|
||||
from bid_doctor.report.api import router as report_router
|
||||
|
||||
settings = get_settings()
|
||||
@@ -63,6 +64,7 @@ def create_app() -> FastAPI:
|
||||
checklist_router,
|
||||
check_router,
|
||||
report_router,
|
||||
qualification_router,
|
||||
notification_router,
|
||||
ops_router,
|
||||
):
|
||||
|
||||
@@ -210,6 +210,15 @@ def _similar(a: str, b: str) -> float:
|
||||
return 2 * len(x & y) / (len(x) + len(y)) if x and y else 0.0
|
||||
|
||||
|
||||
CERT_NAME = re.compile(r"(证书|许可证|资质|认证)$")
|
||||
|
||||
|
||||
def _cert_name(text: str, item: dict[str, object]) -> bool:
|
||||
"""资质情况表的名称格（「安全生产许可证」）：比要求短、以证书名结尾，右边是编号、有效期，不是照抄的要求格。"""
|
||||
t = norm(text)
|
||||
return bool(CERT_NAME.search(t)) and len(t) < len(norm(str(item.get("title") or "")))
|
||||
|
||||
|
||||
def mismatch_read(results: dict[UUID, Result], items: dict[UUID, dict[str, object]], docs: list[BidDoc]) -> int:
|
||||
"""响应对象错位（D09）：模型判「已响应」，但引的证据全是照抄要求的那一格，同一行右边的响应格写的是别的内容
|
||||
（「满足，不额外收费」「显示器升降行程：150mm」），和要求一个字对都不重合 → 改判「未找到响应」，说明里写出
|
||||
@@ -233,7 +242,7 @@ def mismatch_read(results: dict[UUID, Result], items: dict[UUID, dict[str, objec
|
||||
if MARKER.match(norm(s.text)):
|
||||
continue # 证据里带的「无偏离」「满足」标记格：跳过
|
||||
row = rows.get(id(s), [])
|
||||
if POSITIVE.match(norm(s.text)) or _similar(s.text, req) < 0.5 or not s.cell:
|
||||
if POSITIVE.match(norm(s.text)) or _similar(s.text, req) < 0.5 or not s.cell or _cert_name(s.text, item):
|
||||
break # 证据里有响应格本身，或不是照抄的要求格：不判
|
||||
right = [c for c in row if c.cell and c.cell[0] >= s.cell[2] - 1 and not MARKER.match(norm(c.text))]
|
||||
if not right:
|
||||
|
||||
@@ -50,6 +50,16 @@ def _pages(pages: list[int]) -> str:
|
||||
|
||||
|
||||
def spec(result: Result, item: dict[str, Any]) -> Spec | None:
|
||||
out = _spec(result, item)
|
||||
note = result.detail.get("qualification_note")
|
||||
if out is None or not note:
|
||||
return out
|
||||
return Spec(out.type, out.severity, out.title, f"{out.explanation}{note}", out.detail)
|
||||
|
||||
|
||||
def _spec(result: Result, item: dict[str, Any]) -> Spec | None:
|
||||
if result.detail.get("superseded_by"):
|
||||
return None # 资质匹配出了更具体的问题（check/qualification.py），扫描件兜底那条不再单独出
|
||||
sev = severity(item)
|
||||
name = str(item.get("title") or "")
|
||||
base = {"importance_basis": item.get("importance_basis"), **result.detail}
|
||||
|
||||
488
server/src/bid_doctor/check/qualification.py
Normal file
488
server/src/bid_doctor/check/qualification.py
Normal file
@@ -0,0 +1,488 @@
|
||||
"""资质匹配（FR-M3-05，qualification-plan §3）：证书在投标截止日有没有过期、等级够不够、有没有覆盖，不调模型（QL1）。
|
||||
|
||||
- 证书类别词表：IT 集成常见的企业资质，别名含国标等同写法；等级按类别比较（数字越大越高，或「一级」最高）；
|
||||
- 产品证书（节能认证、CCC、商用密码产品）和人员证书不进资质匹配：厂商、人员的证书不是用户的资质（红线 5）；
|
||||
- 证据两个来源：投标文字层（资质情况表那一行、写着有效期的那一句）按清单项定级；只有资质库记录的降一级（QL2）；
|
||||
- 投标文件和资质库冲突时以投标文件为准（QL4）；资质库有记录但缺这一类才报「未覆盖」，空库不报（QL3）；
|
||||
- 一条清单项里每类证书出一个问题（过期和等级不足分开报）；它比扫描件兜底的「请人工核对」更具体，有资质问题时代替那一条；
|
||||
- 说明只写事实，不写整改建议；认不出类别、日期归属不清的不判断，写进覆盖范围。
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import re
|
||||
from dataclasses import dataclass, field
|
||||
from datetime import date
|
||||
from typing import Any
|
||||
from uuid import UUID
|
||||
|
||||
from bid_doctor.check.findings import severity as item_severity
|
||||
from bid_doctor.check.match import BidDoc, Result
|
||||
from bid_doctor.check.rules import Hit, dates_in
|
||||
from bid_doctor.document.pipeline import layout
|
||||
from bid_doctor.document.pipeline.text_layer import Sentence, norm
|
||||
from bid_doctor.qualification.service import Record
|
||||
|
||||
LABEL = "资质核对（证书有效期、等级、有没有覆盖）"
|
||||
|
||||
|
||||
@dataclass(frozen=True, slots=True)
|
||||
class Family:
|
||||
key: str
|
||||
label: str
|
||||
pattern: re.Pattern[str] # 在 norm() 后转大写的文本上匹配
|
||||
levels: str | None = None # asc：数字越大越高；cn：「一级」最高；jia：甲 > 乙 > 丙
|
||||
prefix: str | None = None # 等级写法的前缀（CS3、CMMI3）
|
||||
subtypes: tuple[str, ...] = () # 服务类别（CCRC 的安全集成、风险评估……）
|
||||
|
||||
|
||||
def _f(key: str, label: str, pattern: str, **kw: Any) -> Family:
|
||||
return Family(key, label, re.compile(pattern), **kw)
|
||||
|
||||
|
||||
FAMILIES = (
|
||||
_f("iso9001", "ISO 9001 质量管理体系认证", r"ISO(?:/IEC)?/?9001|GB/?T19001|(?<!医疗器械)质量管理体系认证"),
|
||||
_f("iso14001", "ISO 14001 环境管理体系认证", r"ISO/?14001|GB/?T24001|环境管理体系认证"),
|
||||
_f(
|
||||
"iso45001",
|
||||
"ISO 45001 职业健康安全管理体系认证",
|
||||
r"ISO/?45001|OHSAS/?18001|GB/?T45001|GB/?T28001|职业健康安全管理体系认证",
|
||||
),
|
||||
_f("iso27001", "ISO 27001 信息安全管理体系认证", r"ISO(?:/IEC)?/?27001|GB/?T22080|信息安全管理体系认证"),
|
||||
_f(
|
||||
"iso20000",
|
||||
"ISO 20000 信息技术服务管理体系认证",
|
||||
r"ISO(?:/IEC)?/?20000|GB/?T24405|(?:信息技术|IT)服务管理体系认证",
|
||||
),
|
||||
_f("iso22301", "ISO 22301 业务连续性管理体系认证", r"ISO/?22301|GB/?T30146|业务连续性管理体系认证"),
|
||||
_f("cmmi", "CMMI 能力成熟度模型集成", r"CMMI|能力成熟度模型集成", levels="asc", prefix="CMMI|ML"),
|
||||
_f(
|
||||
"cs",
|
||||
"信息系统建设和服务能力等级",
|
||||
r"信息系统建设和服务能力|(?<![A-Z])CS[1-5](?![0-9])",
|
||||
levels="asc",
|
||||
prefix="CS",
|
||||
),
|
||||
_f(
|
||||
"itss",
|
||||
"ITSS 信息技术服务运行维护标准符合性证书",
|
||||
r"ITSS|信息技术服务标准|运行维护服务能力|运维服务能力",
|
||||
levels="cn",
|
||||
),
|
||||
_f("ccia", "CCIA 信息系统业务安全服务资质", r"CCIA|信息系统业务安全服务资质|网络安全产业联盟", levels="cn"),
|
||||
_f(
|
||||
"ccrc",
|
||||
"CCRC 信息安全服务资质",
|
||||
r"CCRC|(?<!业务)信息安全服务资质|网络安全审查技术与认证中心",
|
||||
levels="cn",
|
||||
subtypes=(
|
||||
"安全集成",
|
||||
"风险评估",
|
||||
"应急处理",
|
||||
"软件安全开发",
|
||||
"安全运维",
|
||||
"灾难备份",
|
||||
"网络安全审计",
|
||||
"数据安全",
|
||||
),
|
||||
),
|
||||
_f("eie", "电子与智能化工程专业承包资质", r"电子与智能化工程专业承包", levels="cn"),
|
||||
_f("intel_design", "建筑智能化系统设计专项资质", r"建筑智能化系统设计专项|建筑智能化.{0,4}工程设计", levels="jia"),
|
||||
_f("secret", "涉密信息系统集成资质", r"涉密信息系统集成", levels="jia"),
|
||||
_f("safety", "安全生产许可证", r"安全生产许可证"),
|
||||
_f("softcopy", "计算机软件著作权登记证书", r"软件著作权|著作权登记|软著"),
|
||||
)
|
||||
BY_KEY = {f.key: f for f in FAMILIES}
|
||||
# 产品证书、人员证书：跟着产品或人走，不是投标人自己的资质，不进资质匹配
|
||||
EXCLUDE = re.compile(
|
||||
r"产品|设备|所投|厂商|厂家|制造商|原厂|节能|环境标志|CCC|3C|商用密码|医疗器械|IPV6|检测报告|"
|
||||
r"人员|工程师|项目经理|负责人|技术员|持证|个人|兼容"
|
||||
)
|
||||
CERT_WORDS = re.compile(r"证书|资质|认证")
|
||||
# 不是证书类资质的要求（营业执照、法人证书、联合体的资质认定规则）：不算「没认出类别」
|
||||
NOT_CERT = re.compile(r"营业执照|法人证书|联合体")
|
||||
# 照抄要求的写法：投标人在响应表里抄一遍要求，不是读到的证书事实
|
||||
REQUIREMENT_LIKE = re.compile(r"须|应|要求|及以上|以上|不低于|得\d|\d分|分）|分\)")
|
||||
VALIDITY_LABEL = re.compile(r"有效期|到期|截止")
|
||||
LONG_TERM = re.compile(r"长期有效|长期")
|
||||
CN_NUM = {"特": 0, "一": 1, "二": 2, "三": 3, "四": 4, "五": 5, "壹": 1, "贰": 2, "叁": 3, "肆": 4, "伍": 5}
|
||||
JIA = {"甲": 3, "乙": 2, "丙": 1}
|
||||
HEADER_LOOKBACK = 15 # 表头最多往上找这么多行
|
||||
CELL_SEP = "｜" # 拼一行的格子时用的分隔，免得「CS2」和下一格的「2024-01-01」连成一串
|
||||
COPY_RATIO = 0.8
|
||||
LEVEL_CELL_MAX = 8 # 等级那一栏的字数上限（「CS3」「二级」「甲级」） # 句子占要求原文的这么大比例以上，算照抄的要求
|
||||
|
||||
|
||||
def text_of(s: str) -> str:
|
||||
return norm(s).upper()
|
||||
|
||||
|
||||
def families_in(text: str) -> list[Family]:
|
||||
t = text_of(text)
|
||||
return [f for f in FAMILIES if f.pattern.search(t)]
|
||||
|
||||
|
||||
def family_of_record(r: Record) -> Family | None:
|
||||
if r.kind == "software_copyright":
|
||||
return BY_KEY["softcopy"]
|
||||
found = [f for f in families_in(r.name) if f.key != "softcopy"]
|
||||
return found[0] if found else None
|
||||
|
||||
|
||||
def level_rank(fam: Family, text: str) -> tuple[int, str] | None:
|
||||
"""文字里写的等级 → (名次, 原文)，名次越大越高；认不出返回 None。"""
|
||||
t = text_of(text)
|
||||
if fam.levels == "asc":
|
||||
m = re.search(rf"(?:{fam.prefix})\s*-?\s*([1-5])(?![0-9])", t) or re.search(r"([一二三四五壹贰叁肆伍1-5])级", t)
|
||||
if m:
|
||||
g = m.group(1)
|
||||
return (int(g) if g.isdigit() else CN_NUM[g]), m.group(0)
|
||||
elif fam.levels == "cn":
|
||||
if m := re.search(r"([特一二三四壹贰叁肆1-4])级", t):
|
||||
g = m.group(1)
|
||||
return 10 - (int(g) if g.isdigit() else CN_NUM[g]), m.group(0)
|
||||
elif fam.levels == "jia":
|
||||
if m := re.search(r"([甲乙丙])级", t):
|
||||
return JIA[m.group(1)], m.group(0)
|
||||
return None
|
||||
|
||||
|
||||
def segment(fam: Family, text: str) -> str:
|
||||
"""要求里属于这一类证书的那一段：从它的名称起，到下一类证书的名称为止（「ITSS 三级得 1 分；CS3 及以上得 2 分」
|
||||
里，ITSS 的等级不能读成 CS 的）。没有别的证书时就是全文。"""
|
||||
t = text_of(text)
|
||||
m = fam.pattern.search(t)
|
||||
if not m:
|
||||
return t
|
||||
others = [o.start() for f in FAMILIES if f.key != fam.key for o in f.pattern.finditer(t) if o.start() > m.start()]
|
||||
return t[m.start() : min(others, default=len(t))]
|
||||
|
||||
|
||||
def subtype_of(fam: Family, text: str) -> str | None:
|
||||
t = text_of(text)
|
||||
return next((x for x in fam.subtypes if x in t), None)
|
||||
|
||||
|
||||
@dataclass(slots=True)
|
||||
class BidFact:
|
||||
"""投标文字层上读到的一张证书：在哪一句（和同一行的格子），有效期、等级。"""
|
||||
|
||||
evidence: list[tuple[BidDoc, Sentence]]
|
||||
valid_to: date | None = None
|
||||
long_term: bool = False
|
||||
level: tuple[int, str] | None = None
|
||||
|
||||
|
||||
@dataclass(slots=True)
|
||||
class DocIndex:
|
||||
"""一份投标文件的版面索引，每次检查建一次：句子 → 所在行、每页的行、规范化后的文字。"""
|
||||
|
||||
doc: BidDoc
|
||||
rows: dict[int, list[Sentence]]
|
||||
page_rows: dict[int, list[list[Sentence]]]
|
||||
texts: list[tuple[Sentence, str]]
|
||||
|
||||
@classmethod
|
||||
def build(cls, doc: BidDoc) -> DocIndex:
|
||||
page_rows = {no: layout.rows(page) for no, page in layout.pages(doc.sentences).items()}
|
||||
rows = {id(c): row for page in page_rows.values() for row in page for c in row}
|
||||
return cls(doc, rows, page_rows, [(s, text_of(s.text)) for s in doc.sentences])
|
||||
|
||||
|
||||
def row_level(fam: Family, row: list[Sentence], row_text: str) -> tuple[int, str] | None:
|
||||
"""一行里的等级：先看短的格子（等级那一栏），证书编号里常带等级字样（「CS3-3201-…」），整行读会读错。"""
|
||||
short = [lv for x in row if len(norm(x.text)) <= LEVEL_CELL_MAX and (lv := level_rank(fam, x.text))]
|
||||
return short[0] if short else level_rank(fam, row_text)
|
||||
|
||||
|
||||
def bid_facts(fam: Family, docs: list[DocIndex], requirement: str) -> list[BidFact]:
|
||||
"""投标文字层上写着这一类证书的句子：取同一行（表格）或同一句里的有效期、等级。
|
||||
只认这一行 / 这一句里只有这一类证书的；照抄要求的句子不算。"""
|
||||
req = text_of(requirement)
|
||||
out: list[BidFact] = []
|
||||
for ix in docs:
|
||||
seen: set[int] = set()
|
||||
for s, t in ix.texts:
|
||||
if not fam.pattern.search(t) or REQUIREMENT_LIKE.search(t):
|
||||
continue
|
||||
if req and (req in t or (t in req and len(t) >= COPY_RATIO * len(req))):
|
||||
continue # 整句就是要求原文（证书名称只是要求的一部分时不算）
|
||||
row = ix.rows.get(id(s)) or [s]
|
||||
if id(row[0]) in seen:
|
||||
continue
|
||||
seen.add(id(row[0]))
|
||||
row_text = CELL_SEP.join(x.text for x in row)
|
||||
if {f.key for f in families_in(row_text)} - {fam.key, "softcopy"}:
|
||||
continue # 一行里有两类证书，日期归属不清
|
||||
evidence = [(ix.doc, x) for x in row if x is s or dates_in(x.text) or level_rank(fam, x.text)]
|
||||
fact = BidFact(evidence=evidence, level=row_level(fam, row, row_text))
|
||||
labeled = VALIDITY_LABEL.search(row_text) or _header_has_validity(ix.page_rows.get(s.page_no, []), row)
|
||||
ds = dates_in(row_text)
|
||||
if LONG_TERM.search(row_text) and labeled:
|
||||
fact.long_term = True
|
||||
elif ds and labeled:
|
||||
fact.valid_to = max(ds) # 起止日期都在这一行时，晚的那个是「有效期至」
|
||||
out.append(fact)
|
||||
return out
|
||||
|
||||
|
||||
def _header_has_validity(rows: list[list[Sentence]], row: list[Sentence]) -> bool:
|
||||
"""表头（同一页往上几行）里有没有「有效期」这一栏。"""
|
||||
try:
|
||||
i = next(k for k, r in enumerate(rows) if r and row and r[0] is row[0])
|
||||
except StopIteration:
|
||||
return False
|
||||
return any(VALIDITY_LABEL.search(CELL_SEP.join(x.text for x in r)) for r in rows[max(0, i - HEADER_LOOKBACK) : i])
|
||||
|
||||
|
||||
@dataclass(slots=True)
|
||||
class Coverage:
|
||||
library: int = 0
|
||||
checked: int = 0
|
||||
by_library: int = 0
|
||||
unrecognized: int = 0
|
||||
excluded: int = 0
|
||||
no_deadline: bool = False
|
||||
|
||||
def to_api(self) -> dict[str, Any]:
|
||||
lines: list[str] = []
|
||||
if self.library == 0:
|
||||
lines.append("资质库还没有录入资质，有效期和等级没有按资质库核对（只看投标文件文字部分）")
|
||||
if self.no_deadline:
|
||||
lines.append("项目信息里没有投标截止时间，证书有效期没有比对")
|
||||
if self.unrecognized:
|
||||
lines.append(f"{self.unrecognized} 条资质要求没认出是哪类证书，有效期和等级没有核对")
|
||||
lines.append("证书主体和投标人是否一致：还没有上线")
|
||||
checked = f"{LABEL}：{self.checked} 条资质要求"
|
||||
if self.by_library:
|
||||
checked += f"，其中 {self.by_library} 条按资质库记录判断"
|
||||
if self.excluded:
|
||||
checked += f"；产品证书、人员证书 {self.excluded} 条不在资质匹配范围内"
|
||||
return {
|
||||
"checked": checked,
|
||||
"not_checked": lines,
|
||||
"detail": {
|
||||
"library": self.library,
|
||||
"checked": self.checked,
|
||||
"by_library": self.by_library,
|
||||
"unrecognized": self.unrecognized,
|
||||
"excluded": self.excluded,
|
||||
},
|
||||
}
|
||||
|
||||
|
||||
@dataclass(slots=True)
|
||||
class Issue:
|
||||
kind: str # expired / level_low / not_covered
|
||||
source: str # bid_text / library
|
||||
family: Family
|
||||
text: str
|
||||
severity: str
|
||||
evidence: list[tuple[BidDoc, Sentence]] = field(default_factory=list[tuple[BidDoc, Sentence]])
|
||||
detail: dict[str, Any] = field(default_factory=dict[str, Any])
|
||||
|
||||
|
||||
# 投标文件里有（已响应）、可能在扫描件里、或评分项没逐条找响应（None）：资质库的过期、等级照常提示；
|
||||
# 文字版投标文件确实没找到的，保留「未找到响应」，资质库的情况只补进说明
|
||||
SEEN = ("responded", "scanned", None)
|
||||
CODES = {"expired": "QUAL.EXPIRED", "level_low": "QUAL.LEVEL_LOW", "not_covered": "QUAL.NOT_COVERED"}
|
||||
TITLES = {"expired": "证书在投标截止日已过期", "level_low": "证书等级低于要求", "not_covered": "资质库里没有这类资质"}
|
||||
ORDER = {"expired": 0, "level_low": 1, "not_covered": 2}
|
||||
|
||||
|
||||
def _d(x: date) -> str:
|
||||
return f"{x.year}年{x.month}月{x.day}日"
|
||||
|
||||
|
||||
def _lower(sev: str) -> str:
|
||||
return "important" if sev == "fatal" else sev
|
||||
|
||||
|
||||
def _best_valid(records: list[Record]) -> Record | None:
|
||||
"""同一类有几条（旧证书和换发后的新证书）时取有效期最晚的；长期有效最好。"""
|
||||
return max(records, key=lambda r: date.max if r.valid_to is None else r.valid_to) if records else None
|
||||
|
||||
|
||||
def _rec(r: Record) -> str:
|
||||
no = f"，编号 {r.cert_no}" if r.cert_no else ""
|
||||
to = f"有效期至 {_d(r.valid_to)}" if r.valid_to else "长期有效"
|
||||
return f"《{r.name}》（{to}{no}）"
|
||||
|
||||
|
||||
def check_item(
|
||||
item: dict[str, Any],
|
||||
result: Result | None,
|
||||
fams: list[Family],
|
||||
docs: list[DocIndex],
|
||||
library: list[Record],
|
||||
by_family: dict[str, list[Record]],
|
||||
deadline: date | None,
|
||||
cov: Coverage,
|
||||
) -> tuple[list[Issue], list[str]]:
|
||||
"""一条清单项：返回资质问题和给原有问题补的说明（资质库的情况）。"""
|
||||
requirement = " ".join(str(item.get(k) or "") for k in ("title", "requirement_text", "evidence_required"))
|
||||
full = item_severity(item)
|
||||
verdict = result.verdict if result else None
|
||||
issues: list[Issue] = []
|
||||
notes: list[str] = []
|
||||
used_library = False
|
||||
for fam in fams:
|
||||
facts = bid_facts(fam, docs, requirement)
|
||||
recs = by_family.get(fam.key, [])
|
||||
if fam.key == "softcopy": # 软著长期有效、没有等级：只给扫描件兜底补一句
|
||||
if recs and verdict in ("scanned", "not_found"):
|
||||
notes.append(f"资质库里有 {len(recs)} 件软件著作权")
|
||||
continue
|
||||
best = _best_valid(recs)
|
||||
# 有效期：投标文字层读到日期就以它为准（QL4），读不到再看资质库
|
||||
dated = [x for x in facts if x.valid_to or x.long_term]
|
||||
if deadline and dated:
|
||||
if not any(x.long_term or (x.valid_to and x.valid_to >= deadline) for x in dated):
|
||||
latest = max(x.valid_to for x in dated if x.valid_to)
|
||||
text = f"投标文件里写的有效期至 {_d(latest)}，早于投标截止日 {_d(deadline)}。"
|
||||
if best and (best.valid_to is None or best.valid_to >= deadline):
|
||||
text += f"资质库里有{_rec(best)}，投标文件附的可能是旧证书。"
|
||||
issues.append(
|
||||
Issue(
|
||||
"expired",
|
||||
"bid_text",
|
||||
fam,
|
||||
text,
|
||||
full,
|
||||
[e for x in dated for e in x.evidence],
|
||||
{"bid_valid_to": latest.isoformat(), **({"library": best.snapshot()} if best else {})},
|
||||
)
|
||||
)
|
||||
elif deadline and best and best.valid_to and best.valid_to < deadline and verdict in SEEN:
|
||||
used_library = True
|
||||
text = f"按资质库记录，{_rec(best)}早于投标截止日 {_d(deadline)}。投标文件文字部分没有写有效期。"
|
||||
issues.append(Issue("expired", "library", fam, text, _lower(full), [], {"library": best.snapshot()}))
|
||||
elif deadline and best and best.valid_to and best.valid_to < deadline and verdict == "not_found":
|
||||
notes.append(f"资质库里的{_rec(best)}也早于投标截止日")
|
||||
# 等级：能比较时才比
|
||||
need = level_rank(fam, segment(fam, requirement)) if fam.levels else None
|
||||
if need:
|
||||
got = [x.level for x in facts if x.level]
|
||||
if got:
|
||||
top = max(got)
|
||||
if top[0] < need[0]:
|
||||
text = f"要求「{need[1]}」，投标文件里写的是「{top[1]}」。"
|
||||
issues.append(
|
||||
Issue(
|
||||
"level_low",
|
||||
"bid_text",
|
||||
fam,
|
||||
text,
|
||||
full,
|
||||
[e for x in facts if x.level for e in x.evidence],
|
||||
{"required_level": need[1], "bid_level": top[1]},
|
||||
)
|
||||
)
|
||||
elif recs and verdict in SEEN:
|
||||
ranked = [(level_rank(fam, r.level or ""), r) for r in recs]
|
||||
comparable = [(lv, r) for lv, r in ranked if lv]
|
||||
if comparable and len(comparable) == len(ranked) and max(lv[0] for lv, _ in comparable) < need[0]:
|
||||
used_library = True
|
||||
r = max(comparable, key=lambda x: x[0][0])[1]
|
||||
text = f"要求「{need[1]}」，按资质库记录，{_rec(r)}的等级是「{r.level}」。"
|
||||
issues.append(
|
||||
Issue(
|
||||
"level_low",
|
||||
"library",
|
||||
fam,
|
||||
text,
|
||||
_lower(full),
|
||||
[],
|
||||
{"required_level": need[1], "library": r.snapshot()},
|
||||
)
|
||||
)
|
||||
# 服务类别（CCRC）：要求写了类别，资质库的记录名称里都没写
|
||||
sub = subtype_of(fam, segment(fam, requirement))
|
||||
if sub and recs and not any(sub in text_of(r.name) for r in recs) and not facts:
|
||||
used_library = True
|
||||
text = f"要求的是「{sub}」类，资质库里的{fam.label}记录没写服务类别，请核对是不是「{sub}」。"
|
||||
issues.append(Issue("not_covered", "library", fam, text, "hint", [], {"subtype": sub}))
|
||||
# 未覆盖：投标文字层没找到、资质库有记录但没有这一类（QL3）
|
||||
if library and not recs and not facts and verdict in ("scanned", "not_found"):
|
||||
if verdict == "scanned":
|
||||
used_library = True
|
||||
text = (
|
||||
f"投标文件文字部分没有找到{fam.label}，资质库里也没有这类资质（资质库有 {len(library)} 条记录）。"
|
||||
)
|
||||
issues.append(Issue("not_covered", "library", fam, text, "important", [], {}))
|
||||
else:
|
||||
notes.append(f"资质库里也没有{fam.label}")
|
||||
elif best and verdict == "scanned" and not issues:
|
||||
notes.append(f"资质库里有{_rec(best)}，请核对扫描件里附的是这一张")
|
||||
if used_library:
|
||||
cov.by_library += 1
|
||||
return issues, notes
|
||||
|
||||
|
||||
def run(
|
||||
items: dict[UUID, dict[str, Any]],
|
||||
results: dict[UUID, Result],
|
||||
docs: list[BidDoc],
|
||||
library: list[Record],
|
||||
deadline: date | None,
|
||||
) -> tuple[list[Hit], Coverage]:
|
||||
"""资质匹配：对资格条件、评分项里认出证书类别的清单项逐条核对。有资质问题的条目，扫描件兜底那条不再单独出；
|
||||
资质库的情况补进原有问题的说明（results[...].detail["qualification_note"]）。"""
|
||||
cov = Coverage(library=len(library), no_deadline=deadline is None)
|
||||
index = [DocIndex.build(d) for d in docs]
|
||||
by_family: dict[str, list[Record]] = {}
|
||||
for r in library:
|
||||
if fam := family_of_record(r):
|
||||
by_family.setdefault(fam.key, []).append(r)
|
||||
hits: list[Hit] = []
|
||||
for item_id, item in items.items():
|
||||
cats = set(item.get("categories") or [])
|
||||
if not cats & {"qualification", "scoring"}:
|
||||
continue
|
||||
requirement = " ".join(str(item.get(k) or "") for k in ("title", "requirement_text", "evidence_required"))
|
||||
t = text_of(requirement)
|
||||
fams = families_in(requirement)
|
||||
if EXCLUDE.search(t):
|
||||
if fams or CERT_WORDS.search(t):
|
||||
cov.excluded += 1
|
||||
continue
|
||||
if not fams:
|
||||
if CERT_WORDS.search(t) and not NOT_CERT.search(t):
|
||||
cov.unrecognized += 1
|
||||
continue
|
||||
cov.checked += 1
|
||||
result = results.get(item_id)
|
||||
issues, notes = check_item(item, result, fams, index, library, by_family, deadline, cov)
|
||||
if result is not None and notes:
|
||||
result.detail = {**result.detail, "qualification_note": "；".join(notes) + "。"}
|
||||
if not issues:
|
||||
continue
|
||||
if result is not None and result.verdict == "scanned":
|
||||
result.detail = {**result.detail, "superseded_by": "QUAL"}
|
||||
for fam in dict.fromkeys(x.family.key for x in issues): # 一类证书一个问题：过期和等级不足是两件事
|
||||
mine = sorted(
|
||||
(x for x in issues if x.family.key == fam), key=lambda x: (ORDER[x.kind], x.source != "bid_text")
|
||||
)
|
||||
top = mine[0]
|
||||
hits.append(
|
||||
Hit(
|
||||
code=CODES[top.kind],
|
||||
type="qualification",
|
||||
severity=min((x.severity for x in mine), key=["fatal", "important", "hint"].index),
|
||||
title=f"{TITLES[top.kind]}：{top.family.label}",
|
||||
explanation=" ".join(x.text for x in mine),
|
||||
evidence=[e for x in mine for e in x.evidence],
|
||||
target=f"{item_id}:{fam}",
|
||||
item=item_id,
|
||||
detail={
|
||||
"kind": top.kind,
|
||||
"source": top.source,
|
||||
"family": fam,
|
||||
"deadline": deadline.isoformat() if deadline else None,
|
||||
"importance_basis": item.get("importance_basis"),
|
||||
"issues": [{"kind": x.kind, "source": x.source, **x.detail} for x in mine],
|
||||
},
|
||||
tender_refs=[UUID(c) for c in item.get("citation_ids") or []],
|
||||
)
|
||||
)
|
||||
return hits, cov
|
||||
@@ -43,6 +43,9 @@ LABELS = {
|
||||
"FORM.VALIDITY_SHORT": "投标有效期",
|
||||
"FORM.CONDITION_ADDED": "附加条件",
|
||||
"FORM.RESPONSE_NEGATIVE": "响应表里的未响应、负偏离",
|
||||
"QUAL.EXPIRED": "证书有效期（按投标截止日）",
|
||||
"QUAL.LEVEL_LOW": "证书等级",
|
||||
"QUAL.NOT_COVERED": "资质有没有覆盖",
|
||||
}
|
||||
RULES_NOT_YET = (
|
||||
"分项报价表和采购需求清单逐项对照、格式文件固定文字被改、"
|
||||
@@ -103,6 +106,7 @@ class Hit:
|
||||
basis: str | None = None # Facts.refs 的键：招标侧出处
|
||||
item: UUID | None = None # 对应的清单项（有的话）
|
||||
detail: dict[str, Any] = field(default_factory=dict[str, Any])
|
||||
tender_refs: list[UUID] = field(default_factory=list[UUID]) # 招标侧出处（资质问题挂清单项自己的出处）
|
||||
|
||||
|
||||
def target(text: str) -> str:
|
||||
@@ -825,6 +829,22 @@ def _cn_year(s: str) -> int:
|
||||
return int("".join(str(CN.get(c, 0)) for c in s.replace("○", "〇")))
|
||||
|
||||
|
||||
def dates_in(text: str) -> list[date]:
|
||||
"""文字里的全部日期（阿拉伯数字和汉字两种写法），写错的跳过。"""
|
||||
out: list[date] = []
|
||||
for m in DATE.finditer(text):
|
||||
try:
|
||||
out.append(date(*(int(x) for x in m.groups())))
|
||||
except ValueError:
|
||||
continue
|
||||
for m in CN_DATE.finditer(text):
|
||||
try:
|
||||
out.append(date(_cn_year(m.group(1)), cn_int(m.group(2)) or 0, cn_int(m.group(3)) or 0))
|
||||
except ValueError:
|
||||
continue
|
||||
return out
|
||||
|
||||
|
||||
def _sign_dates(text: str) -> list[tuple[str, date | None]]:
|
||||
"""落款日期：「日期：2026年11月17日」「日 期：二〇二六年十一月十七日」（前面紧挨着的是「签署 / 落款 / 投标」
|
||||
或不是汉字；「发证日期」「截止日期」不算）。写错的日期返回 None。"""
|
||||
|
||||
@@ -22,7 +22,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
|
||||
from bid_doctor.ai.models import AiCall
|
||||
from bid_doctor.ai.providers.base import TransientError
|
||||
from bid_doctor.billing import service as billing
|
||||
from bid_doctor.check import applicability, deviation, findings, manual, match, reuse, rules
|
||||
from bid_doctor.check import applicability, deviation, findings, manual, match, qualification, reuse, rules
|
||||
from bid_doctor.check.models import CheckItemResult, CheckRun, CheckRunDocument, Finding, FindingCitation
|
||||
from bid_doctor.check.service import RULE_SET_VERSION, open_fatal
|
||||
from bid_doctor.checklist import edit as checklist_edit
|
||||
@@ -41,6 +41,7 @@ from bid_doctor.document.pipeline.text_layer import norm
|
||||
from bid_doctor.notification.models import Notification
|
||||
from bid_doctor.project import service as projects
|
||||
from bid_doctor.project.models import Lot, Project, ProjectField
|
||||
from bid_doctor.qualification import service as qualifications
|
||||
|
||||
log = logging.getLogger(__name__)
|
||||
PROGRESS = {"prepare_bid": 5, "match": 30, "rules": 85, "verify": 90, "carry_over": 93, "summarize": 96}
|
||||
@@ -171,6 +172,7 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
|
||||
]
|
||||
facts = await _facts(s, ctx, r, snapshot)
|
||||
prior = await _prior(s, r)
|
||||
library = await qualifications.records(s)
|
||||
# 招标文件按类别的响应方式（C12）：用清单里存的（人工改过的为准）；解析早于这项功能的项目临时识别
|
||||
modes = response_mode.from_stored(stored_modes) if stored_modes else response_mode.detect(tender_sents)
|
||||
bidding = set(r.lot_ids)
|
||||
@@ -186,6 +188,7 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
|
||||
for d in decisions.values():
|
||||
if not d.match and d.skip:
|
||||
skipped[d.skip] = skipped.get(d.skip, 0) + 1
|
||||
lot_items = items # 资质匹配也看没逐条找响应的评分项（证书写在评分标准里最常见）
|
||||
items = {i: p for i, p in items.items() if decisions[i].match} # 不需要投标人回答的条目不逐条找响应
|
||||
last = [PROGRESS["match"]]
|
||||
|
||||
@@ -201,6 +204,7 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
|
||||
deviation.mismatch_read(results, items, bid_docs) # 证据只是照抄的要求格、响应格写的是别的：改判未找到
|
||||
match.apply_modes(results, items, decisions)
|
||||
match.scanned_fallback(results, items, decisions, bid_docs)
|
||||
qual_hits, qual_cov = qualification.run(lot_items, results, bid_docs, library, facts.deadline)
|
||||
|
||||
await _stage(ctx, run_id, "rules")
|
||||
hits, rule_cov = rules.run(facts, bid_docs, tender_sents)
|
||||
@@ -210,7 +214,7 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
|
||||
if res.verdict == "negative_deviation"
|
||||
for d, x in res.evidence
|
||||
}
|
||||
hits = rules.drop_covered(hits, covered)
|
||||
hits = rules.drop_covered(hits, covered) + qual_hits
|
||||
n_manual = len(manual.topics(list(snapshot.values())))
|
||||
unseen = "份数、密封、递交、CA 签章加密、解密、保证金等文件里看不出来的要求"
|
||||
rule_cov["not_checked"].append(
|
||||
@@ -239,7 +243,7 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
|
||||
).one()
|
||||
r.counts = await _counts(s, run_id)
|
||||
r.coverage = _coverage(
|
||||
r, pages_info, items, results, pending, other_lot, stats, tokens, skipped, modes, rule_cov
|
||||
r, pages_info, items, results, pending, other_lot, stats, tokens, skipped, modes, rule_cov, qual_cov
|
||||
)
|
||||
await _publish(ctx, r, "running", "summarize", PROGRESS["summarize"])
|
||||
|
||||
@@ -306,7 +310,8 @@ async def _write_rules(
|
||||
facts: rules.Facts,
|
||||
by_doc: dict[UUID, SourceDocument],
|
||||
) -> None:
|
||||
"""规则问题：挂投标原文的句子；有依据的（限价、有效期要求、项目名称）再挂招标侧出处。"""
|
||||
"""规则问题：挂投标原文的句子；有依据的（限价、有效期要求、项目名称）再挂招标侧出处，资质问题挂清单项自己的出处。
|
||||
只按资质库记录判断的资质问题没有投标侧出处，界面显示「依据：资质库记录」（detail 里存记录快照，QL2）。"""
|
||||
for h in hits:
|
||||
bid_cites = []
|
||||
for doc_id in dict.fromkeys(d.id for d, _ in h.evidence):
|
||||
@@ -331,7 +336,7 @@ async def _write_rules(
|
||||
)
|
||||
s.add(f)
|
||||
await s.flush()
|
||||
for pos, cid in enumerate(facts.refs.get(h.basis or "", [])):
|
||||
for pos, cid in enumerate(h.tender_refs or facts.refs.get(h.basis or "", [])):
|
||||
s.add(
|
||||
FindingCitation(tenant_id=ctx.tenant_id, finding_id=f.id, citation_id=cid, side="tender", position=pos)
|
||||
)
|
||||
@@ -536,6 +541,7 @@ def _coverage(
|
||||
skipped: dict[str, int],
|
||||
modes: dict[str, response_mode.Mode],
|
||||
rule_cov: dict[str, Any],
|
||||
qual_cov: qualification.Coverage,
|
||||
) -> dict[str, Any]:
|
||||
"""检查覆盖范围：报告首页、查标页顶部都读这里（FR-M3-09、m3-plan §2.5）。"""
|
||||
over_budget = sum(x.reason_code == "over_budget" for x in results.values())
|
||||
@@ -572,7 +578,9 @@ def _coverage(
|
||||
checked.append(f"其中 {implicit} 条按招标文件「未列入偏离的视为接受」处理，没有复述不算问题")
|
||||
checked.append(rule_cov["checked"])
|
||||
not_checked += rule_cov["not_checked"]
|
||||
not_checked.append("资质匹配（证书有效期、主体一致）：还没有上线")
|
||||
qual = qual_cov.to_api()
|
||||
checked.append(qual["checked"])
|
||||
not_checked += qual["not_checked"]
|
||||
if not r.checklist_confirmed:
|
||||
not_checked.append("清单未确认，检查结果以当前清单为准")
|
||||
return {
|
||||
@@ -600,6 +608,7 @@ def _coverage(
|
||||
],
|
||||
"legal_regime": {"value": r.legal_regime, "rules_verified": r.legal_regime in REGIMES_VERIFIED},
|
||||
"rule_set_version": RULE_SET_VERSION,
|
||||
"qualification": qual["detail"],
|
||||
"prompt_versions": r.prompt_versions,
|
||||
"tokens": {"in": int(tokens[0]), "out": int(tokens[1])},
|
||||
"model_calls": stats.calls,
|
||||
|
||||
@@ -37,7 +37,8 @@ from bid_doctor.project import service as projects
|
||||
from bid_doctor.project.models import Project
|
||||
|
||||
CHECK_TASK = "check_project"
|
||||
RULE_SET_VERSION = "2026.11-r3" # 规则集有版本，检查批次记下当时用的版本（架构 §3.7）；r3：留出集暴露的 5 处
|
||||
# 规则集有版本，检查批次记下当时用的版本（架构 §3.7）；r3：留出集暴露的 5 处；r4：资质匹配
|
||||
RULE_SET_VERSION = "2026.11-r4"
|
||||
WAIVE_WINDOW = timedelta(hours=24)
|
||||
ERROR_MESSAGES = {
|
||||
"bid_text_missing": "投标文件里几乎读不出文字（可能都是扫描件），扫描件识别还没有上线",
|
||||
@@ -317,9 +318,8 @@ async def _to_api_many(s: AsyncSession, run: CheckRun, rows: list[Finding]) -> l
|
||||
}
|
||||
if item
|
||||
else None,
|
||||
"rule": {"code": f.rule_code, "description": rules.LABELS.get(f.rule_code, "")}
|
||||
if f.rule_code and not item
|
||||
else None,
|
||||
# 规则问题都带规则编号；挂了清单项的规则问题（资质匹配）两个都有
|
||||
"rule": {"code": f.rule_code, "description": rules.LABELS.get(f.rule_code, "")} if f.rule_code else None,
|
||||
"detail": f.detail,
|
||||
"tender_citations": [cites[x.citation_id] for x in ls if x.side == "tender" and x.citation_id in cites],
|
||||
"bid_citations": [cites[x.citation_id] for x in ls if x.side == "bid" and x.citation_id in cites],
|
||||
|
||||
@@ -65,3 +65,7 @@ def project_prefix(tenant_id: object, project_id: object) -> str:
|
||||
|
||||
def upload_prefix(tenant_id: object, upload_id: object) -> str:
|
||||
return f"t/{tenant_id}/uploads/{upload_id}"
|
||||
|
||||
|
||||
def qualification_prefix(tenant_id: object, qualification_id: object) -> str:
|
||||
return f"t/{tenant_id}/q/{qualification_id}"
|
||||
|
||||
@@ -18,7 +18,7 @@ PLATFORM_FORMATS = {"kedt": "苏采云（江苏政府采购）"}
|
||||
|
||||
@dataclass(frozen=True, slots=True)
|
||||
class Detected:
|
||||
format: str # pdf / docx / doc / ofd
|
||||
format: str # pdf / docx / doc / ofd；资质附件另有 jpeg / png
|
||||
page_count: int | None # 只有 PDF 能直接读出页数
|
||||
extension_mismatch: bool
|
||||
|
||||
@@ -43,6 +43,23 @@ def detect(data: bytes, filename: str) -> Detected:
|
||||
return Detected(format=fmt, page_count=pages, extension_mismatch=ext not in EXTENSIONS.get(fmt, set()))
|
||||
|
||||
|
||||
ATTACHMENT_EXTENSIONS = {"pdf": {"pdf"}, "jpeg": {"jpg", "jpeg"}, "png": {"png"}}
|
||||
|
||||
|
||||
def detect_attachment(data: bytes, filename: str) -> Detected:
|
||||
"""资质附件（证书扫描件）：PDF、JPG、PNG，同样按文件头认。"""
|
||||
ext = filename.rsplit(".", 1)[-1].lower() if "." in filename else ""
|
||||
if data.startswith(b"%PDF"):
|
||||
fmt, pages = "pdf", _pdf_pages(data)
|
||||
elif data.startswith(b"\xff\xd8\xff"):
|
||||
fmt, pages = "jpeg", 1
|
||||
elif data.startswith(b"\x89PNG\r\n\x1a\n"):
|
||||
fmt, pages = "png", 1
|
||||
else:
|
||||
raise AppError("file_format_unsupported", "证书附件支持 PDF、JPG、PNG")
|
||||
return Detected(format=fmt, page_count=pages, extension_mismatch=ext not in ATTACHMENT_EXTENSIONS[fmt])
|
||||
|
||||
|
||||
def _pdf_pages(data: bytes) -> int:
|
||||
try:
|
||||
doc = pdfium.PdfDocument(data)
|
||||
|
||||
@@ -22,9 +22,10 @@ from bid_doctor.core.errors import AppError
|
||||
from bid_doctor.core.ids import uuid7
|
||||
from bid_doctor.core.storage import storage, upload_prefix
|
||||
from bid_doctor.core.valkey import valkey
|
||||
from bid_doctor.document.formats import detect
|
||||
from bid_doctor.document.formats import detect, detect_attachment
|
||||
|
||||
TTL_S = 24 * 3600
|
||||
ATTACHMENT_MAX_BYTES = 20 * 1024 * 1024 # 资质附件（qualification-plan §2.3）
|
||||
|
||||
|
||||
@dataclass(slots=True)
|
||||
@@ -55,6 +56,8 @@ async def _limits(ctx: TenantContext) -> dict[str, Any]:
|
||||
async def create(
|
||||
ctx: TenantContext, filename: str, size_bytes: int, purpose: str, sha256: str | None
|
||||
) -> dict[str, Any]:
|
||||
if purpose == "qualification_file" and size_bytes > ATTACHMENT_MAX_BYTES:
|
||||
raise AppError("validation_failed", "证书附件最大 20MB")
|
||||
limits = await _limits(ctx)
|
||||
if size_bytes > limits["max_file_bytes"]:
|
||||
raise AppError("plan_limit_exceeded", f"单个文件最大 {limits['max_file_bytes'] // (1024 * 1024)}MB")
|
||||
@@ -121,9 +124,11 @@ async def complete(ctx: TenantContext, upload_id: UUID) -> dict[str, Any]:
|
||||
digest = hashlib.sha256(data).hexdigest()
|
||||
if meta.sha256 and meta.sha256 != digest:
|
||||
raise AppError("upload_checksum_mismatch")
|
||||
d = detect(data, meta.filename) # 格式、加密、损坏都在这里拦下，不建任务、不扣点
|
||||
# 格式、加密、损坏都在这里拦下，不建任务、不扣点
|
||||
attachment = meta.purpose == "qualification_file"
|
||||
d = detect_attachment(data, meta.filename) if attachment else detect(data, meta.filename)
|
||||
limits = await _limits(ctx)
|
||||
if d.page_count and d.page_count > limits["max_pages"]:
|
||||
if not attachment and d.page_count and d.page_count > limits["max_pages"]:
|
||||
raise AppError("plan_limit_exceeded", f"单个文件最多 {limits['max_pages']} 页，这份有 {d.page_count} 页")
|
||||
storage().put(f"{prefix}/file", seal_object(dk, data, f"{prefix}/file"))
|
||||
for n in range(1, meta.part_count + 1): # 分片用完即删
|
||||
|
||||
0
server/src/bid_doctor/qualification/__init__.py
Normal file
0
server/src/bid_doctor/qualification/__init__.py
Normal file
101
server/src/bid_doctor/qualification/api.py
Normal file
101
server/src/bid_doctor/qualification/api.py
Normal file
@@ -0,0 +1,101 @@
|
||||
from __future__ import annotations
|
||||
|
||||
from datetime import date
|
||||
from typing import Annotated, Any, Literal
|
||||
from urllib.parse import quote
|
||||
from uuid import UUID
|
||||
|
||||
from fastapi import APIRouter, Query, Response
|
||||
from pydantic import BaseModel, Field
|
||||
|
||||
from bid_doctor.core.crypto import verify_download
|
||||
from bid_doctor.core.db import TenantContext, tenant_tx
|
||||
from bid_doctor.core.errors import AppError
|
||||
from bid_doctor.identity.deps import Ctx
|
||||
from bid_doctor.qualification import service
|
||||
|
||||
router = APIRouter(tags=["qualifications"])
|
||||
|
||||
Kind = Literal["certificate", "system_cert", "software_copyright", "other"]
|
||||
|
||||
|
||||
class QualificationIn(BaseModel):
|
||||
name: str = Field(min_length=1, max_length=200)
|
||||
kind: Kind
|
||||
level: str | None = Field(default=None, max_length=40)
|
||||
cert_no: str | None = Field(default=None, max_length=80)
|
||||
issuer: str | None = Field(default=None, max_length=120)
|
||||
valid_from: date | None = None
|
||||
valid_to: date | None = None # 空表示长期有效
|
||||
|
||||
def data(self) -> dict[str, Any]:
|
||||
d = self.model_dump()
|
||||
for k in ("level", "cert_no", "issuer"):
|
||||
d[k] = (d[k] or "").strip() or None
|
||||
d["name"] = d["name"].strip()
|
||||
return d
|
||||
|
||||
|
||||
class AttachIn(BaseModel):
|
||||
upload_id: UUID
|
||||
|
||||
|
||||
@router.get("/qualifications")
|
||||
async def list_qualifications(
|
||||
ctx: Ctx, kind: Kind | None = None, q: Annotated[str | None, Query(max_length=100)] = None
|
||||
) -> dict[str, Any]:
|
||||
async with tenant_tx(ctx) as s:
|
||||
return {"items": await service.list_api(s, kind, (q or "").strip() or None)}
|
||||
|
||||
|
||||
@router.post("/qualifications", status_code=201)
|
||||
async def create_qualification(body: QualificationIn, ctx: Ctx) -> dict[str, Any]:
|
||||
async with tenant_tx(ctx) as s:
|
||||
return await service.to_api(s, await service.create(s, ctx, body.data()))
|
||||
|
||||
|
||||
@router.put("/qualifications/{qualification_id}")
|
||||
async def update_qualification(qualification_id: UUID, body: QualificationIn, ctx: Ctx) -> dict[str, Any]:
|
||||
async with tenant_tx(ctx) as s:
|
||||
return await service.to_api(s, await service.update(s, ctx, qualification_id, body.data()))
|
||||
|
||||
|
||||
@router.delete("/qualifications/{qualification_id}", status_code=204)
|
||||
async def delete_qualification(qualification_id: UUID, ctx: Ctx) -> None:
|
||||
async with tenant_tx(ctx) as s:
|
||||
await service.delete(s, ctx, qualification_id)
|
||||
|
||||
|
||||
@router.post("/qualifications/{qualification_id}/files", status_code=201)
|
||||
async def attach_qualification_file(qualification_id: UUID, body: AttachIn, ctx: Ctx) -> dict[str, Any]:
|
||||
return await service.attach(ctx, qualification_id, body.upload_id)
|
||||
|
||||
|
||||
@router.get("/qualifications/{qualification_id}/files/{file_id}")
|
||||
async def get_qualification_file_url(qualification_id: UUID, file_id: UUID, ctx: Ctx) -> dict[str, Any]:
|
||||
async with tenant_tx(ctx) as s:
|
||||
return await service.file_url(s, ctx, qualification_id, file_id)
|
||||
|
||||
|
||||
@router.delete("/qualifications/{qualification_id}/files/{file_id}", status_code=204)
|
||||
async def delete_qualification_file(qualification_id: UUID, file_id: UUID, ctx: Ctx) -> None:
|
||||
async with tenant_tx(ctx) as s:
|
||||
await service.delete_file(s, ctx, qualification_id, file_id)
|
||||
|
||||
|
||||
@router.get("/qualification-files/{tenant_id}/{file_id}", include_in_schema=False)
|
||||
async def download(tenant_id: UUID, file_id: UUID, exp: int, sig: str) -> Response:
|
||||
"""签名下载（本地磁盘驱动用）。不带鉴权头，靠短时签名。"""
|
||||
if not verify_download(f"{tenant_id}:{file_id}:qualification_file", exp, sig):
|
||||
raise AppError("not_found")
|
||||
ctx = TenantContext(tenant_id=tenant_id, user_id=UUID(int=0))
|
||||
async with tenant_tx(ctx) as s:
|
||||
f, data, media = await service.file_content(s, ctx, file_id)
|
||||
return Response(
|
||||
data,
|
||||
media_type=media,
|
||||
headers={
|
||||
"Cache-Control": "private, max-age=300",
|
||||
"Content-Disposition": f"inline; filename*=UTF-8''{quote(f.filename)}",
|
||||
},
|
||||
)
|
||||
40
server/src/bid_doctor/qualification/models.py
Normal file
40
server/src/bid_doctor/qualification/models.py
Normal file
@@ -0,0 +1,40 @@
|
||||
from __future__ import annotations
|
||||
|
||||
from datetime import date
|
||||
|
||||
from sqlalchemy.orm import Mapped
|
||||
|
||||
from bid_doctor.core.columns import PK, Bytes, DbTs, UuidCol
|
||||
from bid_doctor.core.db import Base
|
||||
|
||||
|
||||
class Qualification(Base):
|
||||
"""最小资质库（FR-M6-08）：只有用户自己录入的资质，查标按它核对有效期和等级（FR-M3-05）。"""
|
||||
|
||||
__tablename__ = "qualification"
|
||||
id: Mapped[PK]
|
||||
tenant_id: Mapped[UuidCol]
|
||||
name: Mapped[str]
|
||||
kind: Mapped[str]
|
||||
level: Mapped[str | None]
|
||||
cert_no: Mapped[str | None]
|
||||
issuer: Mapped[str | None]
|
||||
valid_from: Mapped[date | None]
|
||||
valid_to: Mapped[date | None] # 空 = 长期有效
|
||||
created_by: Mapped[UuidCol]
|
||||
created_at: Mapped[DbTs]
|
||||
updated_at: Mapped[DbTs]
|
||||
|
||||
|
||||
class QualificationFile(Base):
|
||||
"""资质附件（证书扫描件），按企业级数据密钥加密（DM4）。"""
|
||||
|
||||
__tablename__ = "qualification_file"
|
||||
id: Mapped[PK]
|
||||
tenant_id: Mapped[UuidCol]
|
||||
qualification_id: Mapped[UuidCol]
|
||||
object_key: Mapped[str]
|
||||
filename: Mapped[str]
|
||||
sha256: Mapped[Bytes]
|
||||
size_bytes: Mapped[int]
|
||||
created_at: Mapped[DbTs]
|
||||
246
server/src/bid_doctor/qualification/service.py
Normal file
246
server/src/bid_doctor/qualification/service.py
Normal file
@@ -0,0 +1,246 @@
|
||||
"""最小资质库（FR-M6-08，qualification-plan §2）。
|
||||
|
||||
- 只有用户自己录入的资质（红线 5）；不扣额度；增删改和附件操作都写审计；
|
||||
- 附件按企业级数据密钥加密（DM4），对象键 t/<tenant>/q/<资质>/<附件>；
|
||||
- 删除是硬删，连同附件对象一起删，不做撤销（QL6：撤销要软删除，和「彻底删除」冲突）；
|
||||
- late_for：进行中的项目里，投标截止日晚于「有效期至」的项目，到期按每个项目的截止日判断，不按今天。
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import hashlib
|
||||
from dataclasses import dataclass
|
||||
from datetime import UTC, date, datetime
|
||||
from typing import Any
|
||||
from uuid import UUID
|
||||
from zoneinfo import ZoneInfo
|
||||
|
||||
from sqlalchemy import or_, select
|
||||
from sqlalchemy.ext.asyncio import AsyncSession
|
||||
|
||||
from bid_doctor.audit import service as audit
|
||||
from bid_doctor.core import keys
|
||||
from bid_doctor.core.authz import Permission, require
|
||||
from bid_doctor.core.config import get_settings
|
||||
from bid_doctor.core.crypto import open_object, seal_object, sign_download
|
||||
from bid_doctor.core.db import TenantContext, tenant_tx
|
||||
from bid_doctor.core.errors import AppError
|
||||
from bid_doctor.core.ids import uuid7
|
||||
from bid_doctor.core.storage import qualification_prefix, storage
|
||||
from bid_doctor.document import uploads
|
||||
from bid_doctor.project.models import Project
|
||||
from bid_doctor.qualification.models import Qualification, QualificationFile
|
||||
|
||||
LOCAL_TZ = ZoneInfo("Asia/Shanghai")
|
||||
ACTIVE_STATUSES = ("tracking", "drafting", "checked") # 进行中的项目：还没递交、没归档
|
||||
FIELDS = ("name", "kind", "level", "cert_no", "issuer", "valid_from", "valid_to")
|
||||
MEDIA_TYPES = {b"%PDF": "application/pdf", b"\xff\xd8\xff": "image/jpeg", b"\x89PNG": "image/png"}
|
||||
|
||||
|
||||
@dataclass(frozen=True, slots=True)
|
||||
class Record:
|
||||
"""查标用的资质记录（check/qualification.py 按它比较，并把它存进问题的快照）。"""
|
||||
|
||||
id: UUID
|
||||
name: str
|
||||
kind: str
|
||||
level: str | None
|
||||
cert_no: str | None
|
||||
valid_to: date | None
|
||||
|
||||
def snapshot(self) -> dict[str, Any]:
|
||||
return {
|
||||
"id": str(self.id),
|
||||
"name": self.name,
|
||||
"kind": self.kind,
|
||||
"level": self.level,
|
||||
"cert_no": self.cert_no,
|
||||
"valid_to": self.valid_to.isoformat() if self.valid_to else None,
|
||||
}
|
||||
|
||||
|
||||
def _values(q: Qualification) -> dict[str, Any]:
|
||||
return {f: (v.isoformat() if isinstance(v := getattr(q, f), date) else v) for f in FIELDS}
|
||||
|
||||
|
||||
def _check(data: dict[str, Any]) -> None:
|
||||
if data.get("valid_from") and data.get("valid_to") and data["valid_to"] <= data["valid_from"]:
|
||||
raise AppError("validation_failed", "有效期至要晚于有效期起")
|
||||
|
||||
|
||||
async def get(s: AsyncSession, qualification_id: UUID) -> Qualification:
|
||||
q = (await s.execute(select(Qualification).where(Qualification.id == qualification_id))).scalar_one_or_none()
|
||||
if q is None:
|
||||
raise AppError("not_found")
|
||||
return q
|
||||
|
||||
|
||||
async def _active_deadlines(s: AsyncSession) -> list[tuple[UUID, str, date]]:
|
||||
today = datetime.now(LOCAL_TZ).date()
|
||||
rows = (
|
||||
await s.execute(
|
||||
select(Project.id, Project.name, Project.deadline_at)
|
||||
.where(Project.status.in_(ACTIVE_STATUSES), Project.deadline_at.is_not(None))
|
||||
.order_by(Project.deadline_at)
|
||||
)
|
||||
).all()
|
||||
out = [(pid, name, at.astimezone(LOCAL_TZ).date()) for pid, name, at in rows if at is not None]
|
||||
return [x for x in out if x[2] >= today]
|
||||
|
||||
|
||||
async def to_api(
|
||||
s: AsyncSession, q: Qualification, deadlines: list[tuple[UUID, str, date]] | None = None
|
||||
) -> dict[str, Any]:
|
||||
if deadlines is None:
|
||||
deadlines = await _active_deadlines(s)
|
||||
files = (
|
||||
await s.execute(
|
||||
select(QualificationFile)
|
||||
.where(QualificationFile.qualification_id == q.id)
|
||||
.order_by(QualificationFile.created_at)
|
||||
)
|
||||
).scalars()
|
||||
late = [
|
||||
{"project_id": pid, "name": name, "deadline": d.isoformat()}
|
||||
for pid, name, d in deadlines
|
||||
if q.valid_to is not None and q.valid_to < d
|
||||
]
|
||||
return {
|
||||
"id": q.id,
|
||||
**{f: getattr(q, f) for f in FIELDS},
|
||||
"files": [{"id": f.id, "filename": f.filename, "size_bytes": f.size_bytes} for f in files],
|
||||
"late_for": late,
|
||||
"created_at": q.created_at,
|
||||
"updated_at": q.updated_at,
|
||||
}
|
||||
|
||||
|
||||
async def list_api(s: AsyncSession, kind: str | None, keyword: str | None) -> list[dict[str, Any]]:
|
||||
stmt = select(Qualification)
|
||||
if kind:
|
||||
stmt = stmt.where(Qualification.kind == kind)
|
||||
if keyword:
|
||||
like = f"%{keyword}%"
|
||||
stmt = stmt.where(
|
||||
or_(Qualification.name.ilike(like), Qualification.cert_no.ilike(like), Qualification.issuer.ilike(like))
|
||||
)
|
||||
# 有效期近的在上，长期有效的在最后（原型 qualifications.html）
|
||||
rows = (await s.execute(stmt.order_by(Qualification.valid_to.asc().nulls_last(), Qualification.name))).scalars()
|
||||
deadlines = await _active_deadlines(s)
|
||||
return [await to_api(s, q, deadlines) for q in rows]
|
||||
|
||||
|
||||
async def records(s: AsyncSession) -> list[Record]:
|
||||
rows = (await s.execute(select(Qualification))).scalars()
|
||||
return [Record(q.id, q.name, q.kind, q.level, q.cert_no, q.valid_to) for q in rows]
|
||||
|
||||
|
||||
async def create(s: AsyncSession, ctx: TenantContext, data: dict[str, Any]) -> Qualification:
|
||||
require(ctx, Permission.QUALIFICATION_EDIT)
|
||||
_check(data)
|
||||
q = Qualification(id=uuid7(), tenant_id=ctx.tenant_id, created_by=ctx.user_id, **data)
|
||||
s.add(q)
|
||||
await s.flush()
|
||||
await audit.record(s, ctx, "qualification.create", "qualification", q.id, after=_values(q))
|
||||
await s.refresh(q)
|
||||
return q
|
||||
|
||||
|
||||
async def update(s: AsyncSession, ctx: TenantContext, qualification_id: UUID, data: dict[str, Any]) -> Qualification:
|
||||
require(ctx, Permission.QUALIFICATION_EDIT)
|
||||
_check(data)
|
||||
q = await get(s, qualification_id)
|
||||
before = _values(q)
|
||||
for k, v in data.items():
|
||||
setattr(q, k, v)
|
||||
await s.flush()
|
||||
await audit.record(s, ctx, "qualification.update", "qualification", q.id, before=before, after=_values(q))
|
||||
await s.refresh(q)
|
||||
return q
|
||||
|
||||
|
||||
async def delete(s: AsyncSession, ctx: TenantContext, qualification_id: UUID) -> None:
|
||||
require(ctx, Permission.QUALIFICATION_EDIT)
|
||||
q = await get(s, qualification_id)
|
||||
before = _values(q)
|
||||
await s.delete(q) # 附件行由外键级联删除
|
||||
await s.flush()
|
||||
storage().delete_prefix(qualification_prefix(ctx.tenant_id, q.id))
|
||||
await audit.record(s, ctx, "qualification.delete", "qualification", q.id, before=before)
|
||||
|
||||
|
||||
async def attach(ctx: TenantContext, qualification_id: UUID, upload_id: UUID) -> dict[str, Any]:
|
||||
"""把一个已完成的上传挂成附件：明文从暂存取出，用企业级密钥按新的对象键重新加密。"""
|
||||
require(ctx, Permission.QUALIFICATION_EDIT)
|
||||
meta, data = await uploads.take(ctx, upload_id)
|
||||
if meta.purpose != "qualification_file":
|
||||
raise AppError("validation_failed", "这个上传不是资质附件")
|
||||
async with tenant_tx(ctx) as s:
|
||||
q = await get(s, qualification_id)
|
||||
dk = await keys.data_key(s, ctx)
|
||||
f = QualificationFile(
|
||||
id=uuid7(),
|
||||
tenant_id=ctx.tenant_id,
|
||||
qualification_id=q.id,
|
||||
object_key="",
|
||||
filename=meta.filename,
|
||||
sha256=hashlib.sha256(data).digest(),
|
||||
size_bytes=len(data),
|
||||
)
|
||||
f.object_key = f"{qualification_prefix(ctx.tenant_id, q.id)}/{f.id}"
|
||||
storage().put(f.object_key, seal_object(dk, data, f.object_key))
|
||||
s.add(f)
|
||||
await s.flush()
|
||||
await audit.record(
|
||||
s, ctx, "qualification_file.attach", "qualification", q.id, after={"file": str(f.id), "name": f.filename}
|
||||
)
|
||||
out = await to_api(s, q)
|
||||
await uploads.discard(ctx, upload_id)
|
||||
return out
|
||||
|
||||
|
||||
async def _file(s: AsyncSession, qualification_id: UUID, file_id: UUID) -> QualificationFile:
|
||||
f = (
|
||||
await s.execute(
|
||||
select(QualificationFile).where(
|
||||
QualificationFile.id == file_id, QualificationFile.qualification_id == qualification_id
|
||||
)
|
||||
)
|
||||
).scalar_one_or_none()
|
||||
if f is None:
|
||||
raise AppError("not_found")
|
||||
return f
|
||||
|
||||
|
||||
async def delete_file(s: AsyncSession, ctx: TenantContext, qualification_id: UUID, file_id: UUID) -> None:
|
||||
require(ctx, Permission.QUALIFICATION_EDIT)
|
||||
f = await _file(s, qualification_id, file_id)
|
||||
await s.delete(f)
|
||||
await s.flush()
|
||||
storage().delete_prefix(f.object_key)
|
||||
await audit.record(
|
||||
s,
|
||||
ctx,
|
||||
"qualification_file.delete",
|
||||
"qualification",
|
||||
qualification_id,
|
||||
before={"file": str(f.id), "name": f.filename},
|
||||
)
|
||||
|
||||
|
||||
async def file_url(s: AsyncSession, ctx: TenantContext, qualification_id: UUID, file_id: UUID) -> dict[str, Any]:
|
||||
f = await _file(s, qualification_id, file_id)
|
||||
sig, exp = sign_download(f"{ctx.tenant_id}:{f.id}:qualification_file", get_settings().download_url_ttl_s)
|
||||
base = get_settings().public_base_url
|
||||
url = f"{base}/api/v1/qualification-files/{ctx.tenant_id}/{f.id}?exp={exp}&sig={sig}"
|
||||
return {"url": url, "expires_at": datetime.fromtimestamp(exp, UTC), "sha256": f.sha256.hex()}
|
||||
|
||||
|
||||
async def file_content(s: AsyncSession, ctx: TenantContext, file_id: UUID) -> tuple[QualificationFile, bytes, str]:
|
||||
f = (await s.execute(select(QualificationFile).where(QualificationFile.id == file_id))).scalar_one_or_none()
|
||||
if f is None:
|
||||
raise AppError("not_found")
|
||||
dk = await keys.data_key(s, ctx)
|
||||
data = open_object(dk, storage().get(f.object_key), f.object_key)
|
||||
media = next((t for magic, t in MEDIA_TYPES.items() if data.startswith(magic)), "application/octet-stream")
|
||||
return f, data, media
|
||||
@@ -19,7 +19,7 @@ from pathlib import Path
|
||||
from typing import Any
|
||||
from zoneinfo import ZoneInfo
|
||||
|
||||
TEMPLATE_VERSION = "2026.11-v1"
|
||||
TEMPLATE_VERSION = "2026.11-v2" # v2：资质问题的「依据：资质库记录」
|
||||
TITLE = "投标文件辅助检查报告"
|
||||
FOOTER = "本报告为辅助检查结果，仅供投标前自查参考"
|
||||
DISCLAIMER = (
|
||||
@@ -96,6 +96,20 @@ def _cite(c: dict[str, Any]) -> str:
|
||||
)
|
||||
|
||||
|
||||
def _library(f: dict[str, Any]) -> list[str]:
|
||||
"""只按资质库记录判断的资质问题：依据是资质库那条记录的快照（QL2）。"""
|
||||
if f.get("type") != "qualification":
|
||||
return []
|
||||
out = []
|
||||
for x in (f.get("detail") or {}).get("issues") or []:
|
||||
r = x.get("library") if x.get("source") == "library" else None
|
||||
if r:
|
||||
to = f"有效期至 {r['valid_to']}" if r.get("valid_to") else "长期有效"
|
||||
no = f" · 编号 {escape(r['cert_no'])}" if r.get("cert_no") else ""
|
||||
out.append(f"<div>依据：资质库记录《{escape(r['name'])}》{no} · {to}</div>")
|
||||
return out
|
||||
|
||||
|
||||
def _status(f: dict[str, Any]) -> str:
|
||||
st = f.get("status") or "pending"
|
||||
if st == "pending":
|
||||
@@ -170,6 +184,7 @@ def findings(d: dict[str, Any]) -> str:
|
||||
if d["options"].get("citations", True):
|
||||
parts = [f"<div>招标文件：{_cite(c)}</div>" for c in f.get("tender_citations") or []]
|
||||
parts += [f"<div>投标文件：{_cite(c)}</div>" for c in f.get("bid_citations") or []]
|
||||
parts += _library(f)
|
||||
cites = f"<div class='cites'>{''.join(parts)}</div>" if parts else ""
|
||||
carried = "（沿用上次检查）" if f.get("presence") == "carried" else ""
|
||||
dup = f"（同一要求在清单里出现 {len(f['duplicate_ids']) + 1} 处）" if f.get("duplicate_ids") else ""
|
||||
|
||||
BIN
server/tests/fixtures/bid-mini-quals.pdf
vendored
Normal file
BIN
server/tests/fixtures/bid-mini-quals.pdf
vendored
Normal file
Binary file not shown.
12
server/tests/fixtures/make_bid_fixtures.py
vendored
12
server/tests/fixtures/make_bid_fixtures.py
vendored
@@ -5,7 +5,8 @@
|
||||
- bid-mini-v1.pdf：响应了资质证书和服务器内存，漏了交换机硬件 BFD → 1 个致命问题「未找到响应」；
|
||||
- bid-mini-v2.pdf：补上了交换机硬件 BFD → 复查时这个问题「本次已解决」；
|
||||
- bid-mini-forms.pdf：v2 的内容 + 格式文件里的规则问题（大写和小写金额不一致、授权书没填投标人名称、
|
||||
报价附加条件、另外给了一个优惠报价），措辞故意和评测集的开发词库不同。
|
||||
报价附加条件、另外给了一个优惠报价），措辞故意和评测集的开发词库不同；
|
||||
- bid-mini-quals.pdf：v2 的内容 + 企业资质情况表（证书、编号、有效期，全部虚构），资质匹配的端到端测试用。
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
@@ -53,7 +54,16 @@ FORMS = [
|
||||
"<p>七、本次报价未包含设备运输费用，运输费用由采购人另行承担。</p>",
|
||||
]
|
||||
|
||||
QUALS = [
|
||||
"<p>五、企业资质情况表</p>",
|
||||
"<table><tr><th>证书名称</th><th>证书编号</th><th>等级</th><th>有效期</th></tr>"
|
||||
"<tr><td>安全生产许可证</td><td>（测）JZ安许证字〔2023〕000001</td><td>—</td><td>2023年11月16日至2026年11月15日</td></tr>"
|
||||
"<tr><td>ISO9001质量管理体系认证证书</td><td>00000Q00001</td><td>—</td><td>2025年3月10日至2028年3月9日</td></tr>"
|
||||
"</table>",
|
||||
]
|
||||
|
||||
if __name__ == "__main__":
|
||||
render("bid-mini-v1.pdf", [*COMMON, *TAIL])
|
||||
render("bid-mini-v2.pdf", [*COMMON, BFD, *TAIL])
|
||||
render("bid-mini-forms.pdf", [*COMMON, BFD, *FORMS, *TAIL])
|
||||
render("bid-mini-quals.pdf", [*COMMON, BFD, *QUALS, *TAIL])
|
||||
|
||||
@@ -11,6 +11,7 @@ from uuid import UUID
|
||||
import httpx
|
||||
from sqlalchemy import text
|
||||
|
||||
from bid_doctor.check import service
|
||||
from tests.conftest import FIXTURES, User, balance, project_with_tender, register, run_parse, upload
|
||||
|
||||
|
||||
@@ -297,7 +298,7 @@ async def test_rule_findings_are_written_with_citations_and_carried(user: User)
|
||||
# 「让利后总价」和投标总价不同：多半另报了一个价，但不是「备选方案」那种明确的两个报价，按重要
|
||||
assert rule["PRICE.MULTIPLE_QUOTES"]["severity"] == "important" and rule["FORM.BLANK_FIELD"]["severity"] == "hint"
|
||||
assert any("报价形式" in x for x in run["coverage"]["checked"])
|
||||
assert run["coverage"]["rule_set_version"] == "2026.11-r3"
|
||||
assert run["coverage"]["rule_set_version"] == service.RULE_SET_VERSION
|
||||
|
||||
await user.post(f"/findings/{cap['id']}/resolve", json={"status": "ignored", "note": "大写栏已手工更正"})
|
||||
again = await run_check(user, project_id, [bid["id"]])
|
||||
|
||||
287
server/tests/test_check_qualification.py
Normal file
287
server/tests/test_check_qualification.py
Normal file
@@ -0,0 +1,287 @@
|
||||
"""资质匹配（check/qualification.py，qualification-plan §3）：纯函数，投标文件和资质库都是虚构的。
|
||||
|
||||
要求的写法按招标文件的通用说法改写，不照抄样本原文；每条规则至少配一个反例（不该报的写法）。
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
from datetime import date
|
||||
from typing import Any
|
||||
from uuid import UUID, uuid4
|
||||
|
||||
from bid_doctor.check import findings, match, qualification
|
||||
from bid_doctor.check.qualification import BY_KEY, EXCLUDE, families_in, level_rank, text_of
|
||||
from bid_doctor.qualification.service import Record
|
||||
from tests.test_check_rules import cell, doc, para
|
||||
|
||||
DEADLINE = date(2026, 11, 20)
|
||||
|
||||
|
||||
def keys(text: str) -> list[str]:
|
||||
return [f.key for f in families_in(text)]
|
||||
|
||||
|
||||
def test_families_levels_and_exclusions() -> None:
|
||||
assert keys("投标人须具有有效的电子与智能化工程专业承包二级及以上资质") == ["eie"]
|
||||
assert keys("具有 GB/T 19001 质量管理体系认证证书得 2 分") == ["iso9001"]
|
||||
assert keys("提供 ISO/IEC 27001:2022 信息安全管理体系认证证书") == ["iso27001"]
|
||||
assert keys("具备信息技术服务管理体系认证（ISO20000）") == ["iso20000"]
|
||||
assert keys("具有 CS3 级及以上信息系统建设和服务能力等级证书") == ["cs"]
|
||||
assert keys("信息安全服务资质（安全集成类）一级") == ["ccrc"]
|
||||
assert keys("信息系统业务安全服务资质（CCIA）二级") == ["ccia"] # 不能当成 CCRC
|
||||
assert keys("医疗器械质量管理体系认证证书") == [] # 产品体系，不是 ISO 9001
|
||||
assert keys("具有类似项目业绩") == []
|
||||
|
||||
cs, cmmi, eie, ccrc, secret = (BY_KEY[k] for k in ("cs", "cmmi", "eie", "ccrc", "secret"))
|
||||
assert level_rank(cs, "CS3级及以上") == (3, "CS3")
|
||||
assert level_rank(cmmi, "CMMI 三级或以上")[0] == 3 # type: ignore[index]
|
||||
assert level_rank(eie, "二级及以上")[0] < level_rank(eie, "一级")[0] # type: ignore[index]
|
||||
assert level_rank(ccrc, "一级（安全集成）")[0] > level_rank(ccrc, "三级")[0] # type: ignore[index]
|
||||
assert level_rank(secret, "乙级")[0] < level_rank(secret, "甲级")[0] # type: ignore[index]
|
||||
assert level_rank(cs, "等级证书") is None
|
||||
|
||||
for t in ("所投产品须具有节能产品认证证书", "项目经理须具有信息系统项目管理师证书", "提供原厂 CCC 认证证书"):
|
||||
assert EXCLUDE.search(text_of(t)), t
|
||||
|
||||
|
||||
def item(title: str, cats: list[str], importance: str = "normal") -> dict[str, Any]:
|
||||
return {"title": title, "requirement_text": title, "categories": cats, "importance": importance, "citation_ids": []}
|
||||
|
||||
|
||||
def result(verdict: str) -> match.Result:
|
||||
return match.Result(verdict=verdict, layer="model")
|
||||
|
||||
|
||||
def rec(name: str, valid_to: date | None, level: str | None = None, kind: str = "system_cert") -> Record:
|
||||
return Record(uuid4(), name, kind, level, "NO-001", valid_to)
|
||||
|
||||
|
||||
def cert_table(name: str, level: str, valid: str) -> list[qualification.Sentence]:
|
||||
"""虚构的「企业资质情况表」：表头一行 + 一行证书。"""
|
||||
return [
|
||||
cell(1, "证书名称", 80, 100, w=120),
|
||||
cell(2, "等级", 210, 100, w=40),
|
||||
cell(3, "有效期", 260, 100, w=160),
|
||||
cell(4, name, 80, 124, w=120),
|
||||
cell(5, level, 210, 124, w=40),
|
||||
cell(6, valid, 260, 124, w=160),
|
||||
]
|
||||
|
||||
|
||||
def run(
|
||||
items: dict[UUID, dict[str, Any]],
|
||||
results: dict[UUID, match.Result],
|
||||
sents: list[qualification.Sentence],
|
||||
library: list[Record],
|
||||
deadline: date | None = DEADLINE,
|
||||
) -> tuple[list[qualification.Hit], qualification.Coverage]:
|
||||
return qualification.run(items, results, [doc(sents)] if sents else [], library, deadline)
|
||||
|
||||
|
||||
def test_expired_from_bid_text_uses_deadline_not_today() -> None:
|
||||
a, b = uuid4(), uuid4()
|
||||
items = {
|
||||
a: item("投标人须具有有效的安全生产许可证", ["qualification", "invalidity"]),
|
||||
b: item("具有 ISO 9001 质量管理体系认证（2 分）", ["scoring"]),
|
||||
}
|
||||
sents = [
|
||||
*cert_table("安全生产许可证", "—", "2023年11月16日至2026年11月15日"),
|
||||
cell(7, "ISO9001质量管理体系认证证书", 80, 148, w=120),
|
||||
cell(8, "—", 210, 148, w=40),
|
||||
cell(9, "2025-03-10至2026-11-20", 260, 148, w=160), # 截止日当天到期仍算有效
|
||||
]
|
||||
hits, cov = run(items, {a: result("responded"), b: result("responded")}, sents, [])
|
||||
(h,) = hits
|
||||
assert h.code == "QUAL.EXPIRED" and h.item == a and h.severity == "fatal" and h.type == "qualification"
|
||||
assert h.detail["source"] == "bid_text" and h.detail["issues"][0]["bid_valid_to"] == "2026-11-15"
|
||||
assert "2026年11月15日" in h.explanation and "2026年11月20日" in h.explanation
|
||||
assert {s.text for _, s in h.evidence} >= {"安全生产许可证", "2023年11月16日至2026年11月15日"}
|
||||
assert "请" not in h.explanation # 只写事实，不写整改建议
|
||||
assert cov.checked == 2 and cov.by_library == 0
|
||||
assert "资质库还没有录入资质" in cov.to_api()["not_checked"][0]
|
||||
|
||||
# 没有截止日就不比有效期
|
||||
hits, cov = run(items, {a: result("responded"), b: result("responded")}, sents, [], deadline=None)
|
||||
assert hits == [] and cov.no_deadline
|
||||
|
||||
|
||||
def test_library_only_lowers_severity_and_replaces_scanned_fallback() -> None:
|
||||
a = uuid4()
|
||||
items = {a: item("投标人须具有有效的安全生产许可证", ["qualification"])}
|
||||
res = {a: result("scanned")}
|
||||
hits, cov = run(
|
||||
items,
|
||||
res,
|
||||
[para(1, "附件：资格证明文件（扫描件）")],
|
||||
[rec("安全生产许可证", date(2026, 10, 31), kind="certificate")],
|
||||
)
|
||||
(h,) = hits
|
||||
assert h.code == "QUAL.EXPIRED" and h.severity == "important" and h.detail["source"] == "library"
|
||||
assert h.evidence == [] and h.detail["issues"][0]["library"]["valid_to"] == "2026-10-31"
|
||||
assert "按资质库记录" in h.explanation
|
||||
assert findings.spec(res[a], items[a]) is None # 扫描件兜底那条不再单独出
|
||||
assert cov.by_library == 1
|
||||
|
||||
# 投标文件是文字版、确实没找到：保留「未找到响应」，只补一句资质库的情况
|
||||
res = {a: result("not_found")}
|
||||
hits, _ = run(items, res, [para(1, "目录")], [rec("安全生产许可证", date(2026, 10, 31), kind="certificate")])
|
||||
spec = findings.spec(res[a], items[a])
|
||||
assert hits == [] and spec is not None and spec.type == "unresponded" and "资质库里的" in spec.explanation
|
||||
|
||||
|
||||
def test_bid_text_wins_over_library() -> None:
|
||||
a = uuid4()
|
||||
items = {a: item("具有 ISO 27001 信息安全管理体系认证证书（2 分）", ["scoring"])}
|
||||
sents = cert_table("ISO27001信息安全管理体系认证", "—", "有效期至2026年11月15日")
|
||||
hits, _ = run(
|
||||
items, {a: result("responded")}, sents, [rec("ISO/IEC 27001 信息安全管理体系认证", date(2029, 11, 15))]
|
||||
)
|
||||
(h,) = hits
|
||||
assert h.detail["source"] == "bid_text" and h.severity == "important" and "可能是旧证书" in h.explanation
|
||||
|
||||
# 投标文件里的有效期没过期：资质库里的旧记录不影响
|
||||
sents = cert_table("ISO27001信息安全管理体系认证", "—", "2025-01-01至2028-01-01")
|
||||
hits, _ = run(items, {a: result("responded")}, sents, [rec("ISO 27001", date(2025, 1, 1))])
|
||||
assert hits == []
|
||||
|
||||
|
||||
def test_level_low_and_uncomparable_levels() -> None:
|
||||
a = uuid4()
|
||||
items = {a: item("具有 CS3 级及以上信息系统建设和服务能力等级证书", ["qualification"])}
|
||||
sents = cert_table("信息系统建设和服务能力等级证书", "CS2", "2024-01-01至2028-01-01")
|
||||
(h,) = run(items, {a: result("responded")}, sents, [])[0]
|
||||
assert h.code == "QUAL.LEVEL_LOW" and h.severity == "fatal" and "CS2" in h.explanation
|
||||
|
||||
sents = cert_table("信息系统建设和服务能力等级证书", "CS4", "2024-01-01至2028-01-01")
|
||||
assert run(items, {a: result("responded")}, sents, [])[0] == []
|
||||
|
||||
# 资质库的等级写法认不出：不比较
|
||||
lib = [rec("信息系统建设和服务能力等级证书", date(2028, 1, 1), level="良好", kind="certificate")]
|
||||
assert run(items, {a: result("scanned")}, [para(1, "资格证明")], lib)[0] == []
|
||||
lib = [rec("信息系统建设和服务能力等级证书", date(2028, 1, 1), level="CS2", kind="certificate")]
|
||||
(h,) = run(items, {a: result("scanned")}, [para(1, "资格证明")], lib)[0]
|
||||
assert h.code == "QUAL.LEVEL_LOW" and h.severity == "important" and h.detail["source"] == "library"
|
||||
|
||||
|
||||
def test_not_covered_only_with_nonempty_library() -> None:
|
||||
a = uuid4()
|
||||
items = {a: item("具有 ISO 20000 信息技术服务管理体系认证（2 分）", ["scoring"])}
|
||||
lib = [rec("ISO 9001 质量管理体系认证", date(2028, 1, 1))]
|
||||
res = {a: result("scanned")}
|
||||
(h,) = run(items, res, [para(1, "资格证明")], lib)[0]
|
||||
assert h.code == "QUAL.NOT_COVERED" and h.severity == "important" and findings.spec(res[a], items[a]) is None
|
||||
|
||||
# 资质库是空的：不报，只写覆盖范围（QL3）
|
||||
res = {a: result("scanned")}
|
||||
hits, cov = run(items, res, [para(1, "资格证明")], [])
|
||||
assert hits == [] and cov.library == 0
|
||||
assert findings.spec(res[a], items[a]) is not None # 扫描件兜底照常出
|
||||
|
||||
# 资质库里有、有效：兜底说明里补一句是哪一张
|
||||
res = {a: result("scanned")}
|
||||
lib = [rec("ISO/IEC 20000-1 信息技术服务管理体系认证", date(2028, 1, 1))]
|
||||
assert run(items, res, [para(1, "资格证明")], lib)[0] == []
|
||||
spec = findings.spec(res[a], items[a])
|
||||
assert spec is not None and "资质库里有《ISO/IEC 20000-1" in spec.explanation
|
||||
|
||||
|
||||
def test_exclusions_requirement_copies_and_ambiguous_rows() -> None:
|
||||
a, b, c = uuid4(), uuid4(), uuid4()
|
||||
items = {
|
||||
a: item("所投产品须具有节能产品认证证书", ["qualification", "invalidity"]),
|
||||
b: item("项目负责人须持有 ISO 27001 审核员证书", ["scoring"]),
|
||||
c: item("具有有效的 ISO 9001 质量管理体系认证证书（2 分）", ["scoring"]),
|
||||
}
|
||||
lib = [rec("ISO 20000", date(2028, 1, 1))]
|
||||
# 响应表里照抄的要求不算证书事实；一行里两类证书时日期归属不清，不读
|
||||
sents = [
|
||||
para(1, "具有有效的ISO9001质量管理体系认证证书（2分），有效期至2025年1月1日"),
|
||||
*cert_table("ISO9001、ISO27001认证证书", "—", "有效期至2025年1月1日"),
|
||||
]
|
||||
hits, cov = run(items, {a: result("scanned"), b: result("scanned"), c: result("responded")}, sents, lib)
|
||||
assert hits == [] and cov.excluded == 2 and cov.checked == 1
|
||||
|
||||
|
||||
def test_software_copyright_and_ccrc_subtype() -> None:
|
||||
a, b = uuid4(), uuid4()
|
||||
items = {
|
||||
a: item("提供计算机软件著作权登记证书（每件 1 分）", ["scoring"]),
|
||||
b: item("具有信息安全服务资质（安全集成）一级证书", ["scoring"]),
|
||||
}
|
||||
lib = [
|
||||
rec("某平台软件 V2.0", None, kind="software_copyright"),
|
||||
rec("CCRC 信息安全服务资质一级", date(2028, 1, 1), level="一级", kind="certificate"),
|
||||
]
|
||||
res = {a: result("scanned"), b: result("responded")}
|
||||
(h,) = run(items, res, [para(1, "资质证明文件")], lib)[0]
|
||||
assert h.item == b and h.code == "QUAL.NOT_COVERED" and h.severity == "hint" and "安全集成" in h.explanation
|
||||
spec = findings.spec(res[a], items[a])
|
||||
assert spec is not None and "1 件软件著作权" in spec.explanation # 软著不查有效期，只补说明
|
||||
|
||||
|
||||
def test_coverage_counts_unrecognized_certificates_only() -> None:
|
||||
a, b, c = uuid4(), uuid4(), uuid4()
|
||||
items = {
|
||||
a: item("提供有效的营业执照副本或事业单位法人证书", ["qualification"]),
|
||||
b: item("具有某行业协会颁发的服务能力认证证书（2 分）", ["scoring"]),
|
||||
c: item("具有类似项目业绩（每个 1 分）", ["scoring"]),
|
||||
}
|
||||
_, cov = run(items, {}, [], [])
|
||||
assert (cov.unrecognized, cov.checked, cov.excluded) == (1, 0, 0)
|
||||
assert any("1 条资质要求没认出" in x for x in cov.to_api()["not_checked"])
|
||||
|
||||
|
||||
def test_scoring_items_not_searched_still_get_library_checks() -> None:
|
||||
"""评分项没逐条找响应（results 里没有）：资质库的过期照常提示；「未覆盖」不报（不知道投标人报不报这一项分）。"""
|
||||
a, b = uuid4(), uuid4()
|
||||
items = {
|
||||
a: item("具有 ISO 27001 信息安全管理体系认证（2 分）", ["scoring"]),
|
||||
b: item("具有 ISO 22301 业务连续性管理体系认证（1 分）", ["scoring"]),
|
||||
}
|
||||
lib = [rec("ISO/IEC 27001 信息安全管理体系认证", date(2026, 10, 31))]
|
||||
(h,) = run(items, {}, [para(1, "商务部分")], lib)[0]
|
||||
assert h.item == a and h.code == "QUAL.EXPIRED" and h.severity == "important" and h.detail["source"] == "library"
|
||||
|
||||
|
||||
def test_levels_read_per_certificate_segment() -> None:
|
||||
"""一条评分项里写了几类证书时，各自的等级从各自那一段读；大写数字的等级（贰级）也认。"""
|
||||
itss, cs, eie = BY_KEY["itss"], BY_KEY["cs"], BY_KEY["eie"]
|
||||
req = "企业资信：具有 ITSS 运行维护标准符合性证书的，三级得 1 分，二级及以上得 2 分；具有 CMMI 5 级证书的得 1 分"
|
||||
assert level_rank(itss, qualification.segment(itss, req)) == (7, "三级")
|
||||
assert qualification.segment(cs, req) == text_of(req) # 没有这一类：全文
|
||||
assert level_rank(eie, "电子与智能化工程专业承包贰级")[0] == level_rank(eie, "二级")[0] # type: ignore[index]
|
||||
|
||||
|
||||
def test_one_issue_per_certificate_type() -> None:
|
||||
"""一条评分项里两类证书：一个过期、一个等级不够，分成两个问题，标题写证书名。"""
|
||||
a = uuid4()
|
||||
items = {a: item("企业资信：ITSS 运维证书三级及以上得 1 分；CS3 及以上得 2 分", ["scoring"])}
|
||||
sents = [
|
||||
*cert_table("信息技术服务标准（ITSS）运行维护符合性证书", "二级", "2023-06-01至2026-05-31"),
|
||||
cell(7, "信息系统建设和服务能力等级证书", 80, 148, w=120),
|
||||
cell(8, "CS2", 210, 148, w=40),
|
||||
cell(9, "2024-12-31至2028-12-30", 260, 148, w=160),
|
||||
]
|
||||
hits, _ = run(items, {a: result("responded")}, sents, [])
|
||||
assert sorted((h.code, h.target) for h in hits) == [("QUAL.EXPIRED", f"{a}:itss"), ("QUAL.LEVEL_LOW", f"{a}:cs")]
|
||||
assert {h.title for h in hits} == {
|
||||
"证书在投标截止日已过期：ITSS 信息技术服务运行维护标准符合性证书",
|
||||
"证书等级低于要求：信息系统建设和服务能力等级",
|
||||
}
|
||||
|
||||
|
||||
def test_level_column_wins_over_certificate_number() -> None:
|
||||
a = uuid4()
|
||||
items = {a: item("具有 CS3 级及以上信息系统建设和服务能力等级证书", ["qualification"])}
|
||||
sents = [
|
||||
cell(1, "证书名称", 80, 100, w=120),
|
||||
cell(2, "证书编号", 210, 100, w=100),
|
||||
cell(3, "等级", 320, 100, w=40),
|
||||
cell(4, "有效期", 370, 100, w=120),
|
||||
cell(5, "信息系统建设和服务能力等级证书", 80, 124, w=120),
|
||||
cell(6, "CS3-3201-2024000077", 210, 124, w=100),
|
||||
cell(7, "CS2", 320, 124, w=40),
|
||||
cell(8, "2024-12-31至2028-12-30", 370, 124, w=120),
|
||||
]
|
||||
(h,) = run(items, {a: result("responded")}, sents, [])[0]
|
||||
assert h.code == "QUAL.LEVEL_LOW" and "「CS2」" in h.explanation
|
||||
189
server/tests/test_qualification_flow.py
Normal file
189
server/tests/test_qualification_flow.py
Normal file
@@ -0,0 +1,189 @@
|
||||
"""资质库（FR-M6-08，qualification-plan §2）：增删改、附件（企业级密钥加密、签名下载）、到期提醒按进行中项目的
|
||||
投标截止日算、审计、企业之间隔离。"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
from datetime import UTC, date, datetime, timedelta
|
||||
from urllib.parse import urlsplit
|
||||
from uuid import UUID
|
||||
|
||||
import httpx
|
||||
|
||||
from tests.conftest import User, register
|
||||
|
||||
PNG = b"\x89PNG\r\n\x1a\n" + b"\x00" * 64
|
||||
|
||||
|
||||
async def attach(u: User, qid: str, filename: str, data: bytes) -> httpx.Response:
|
||||
r = await u.post("/uploads", json={"filename": filename, "size_bytes": len(data), "purpose": "qualification_file"})
|
||||
assert r.status_code == 201, r.text
|
||||
up = r.json()
|
||||
assert (await u.put(f"/uploads/{up['id']}/parts/1", content=data)).status_code == 204
|
||||
done = await u.post(f"/uploads/{up['id']}/complete")
|
||||
if done.status_code != 200:
|
||||
return done
|
||||
return await u.post(f"/qualifications/{qid}/files", json={"upload_id": up["id"]})
|
||||
|
||||
|
||||
async def set_deadline(u: User, project_id: str, at: datetime) -> None:
|
||||
from sqlalchemy import update
|
||||
|
||||
from bid_doctor.core.db import TenantContext, tenant_tx
|
||||
from bid_doctor.project.models import Project
|
||||
|
||||
ctx = TenantContext(tenant_id=UUID(u.tenant_id), user_id=UUID(str(u.me["user"]["id"])))
|
||||
async with tenant_tx(ctx) as s:
|
||||
await s.execute(update(Project).where(Project.id == UUID(project_id)).values(deadline_at=at))
|
||||
|
||||
|
||||
async def test_qualification_crud_files_and_late_for(user: User) -> None:
|
||||
body = {
|
||||
"name": "ISO/IEC 27001 信息安全管理体系认证",
|
||||
"kind": "system_cert",
|
||||
"cert_no": " 01226IS0458 ",
|
||||
"issuer": "",
|
||||
"valid_from": "2023-11-16",
|
||||
"valid_to": "2026-11-15",
|
||||
}
|
||||
r = await user.post("/qualifications", json=body)
|
||||
assert r.status_code == 201, r.text
|
||||
q = r.json()
|
||||
assert q["cert_no"] == "01226IS0458" and q["issuer"] is None and q["files"] == [] and q["late_for"] == []
|
||||
|
||||
bad = await user.put(f"/qualifications/{q['id']}", json={**body, "valid_to": "2023-01-01"})
|
||||
assert bad.status_code == 422
|
||||
|
||||
# 进行中项目的截止日晚于有效期至 → late_for；已递交的项目不算
|
||||
today = datetime.now(UTC).date()
|
||||
soon = today + timedelta(days=20)
|
||||
late_project = (await user.post("/projects", json={})).json()["id"]
|
||||
await set_deadline(user, late_project, datetime(soon.year, soon.month, soon.day, 1, 30, tzinfo=UTC))
|
||||
r = await user.put(f"/qualifications/{q['id']}", json={**body, "valid_to": (soon - timedelta(days=1)).isoformat()})
|
||||
assert r.status_code == 200, r.text
|
||||
assert [x["project_id"] for x in r.json()["late_for"]] == [late_project]
|
||||
r = await user.put(f"/qualifications/{q['id']}", json={**body, "valid_to": soon.isoformat()})
|
||||
assert r.json()["late_for"] == [] # 截止日当天到期仍算有效
|
||||
|
||||
long_term = (
|
||||
await user.post("/qualifications", json={"name": "政务大厅排队叫号系统 V3.0", "kind": "software_copyright"})
|
||||
).json()
|
||||
items = (await user.get("/qualifications")).json()["items"]
|
||||
assert [x["id"] for x in items] == [q["id"], long_term["id"]] # 长期有效的排最后
|
||||
assert [x["id"] for x in (await user.get("/qualifications", params={"q": "IS0458"})).json()["items"]] == [q["id"]]
|
||||
kind = (await user.get("/qualifications", params={"kind": "software_copyright"})).json()["items"]
|
||||
assert [x["id"] for x in kind] == [long_term["id"]]
|
||||
|
||||
# 附件：PNG 可以，Word 不行；下载回来是原文件
|
||||
r = await attach(user, q["id"], "ISO27001 证书.png", PNG)
|
||||
assert r.status_code == 201, r.text
|
||||
(f,) = r.json()["files"]
|
||||
assert f["filename"] == "ISO27001 证书.png" and f["size_bytes"] == len(PNG)
|
||||
rejected = await attach(user, q["id"], "证书.docx", b"PK\x03\x04" + b"\x00" * 30)
|
||||
assert rejected.status_code == 422
|
||||
link = (await user.get(f"/qualifications/{q['id']}/files/{f['id']}")).json()
|
||||
parts = urlsplit(link["url"])
|
||||
got = await user.client.get(parts.path.removeprefix("/api/v1") + "?" + parts.query)
|
||||
assert got.status_code == 200 and got.content == PNG and got.headers["content-type"] == "image/png"
|
||||
tampered = await user.client.get(parts.path.removeprefix("/api/v1") + "?" + parts.query.replace("sig=", "sig=0"))
|
||||
assert tampered.status_code == 404
|
||||
|
||||
# 删附件、删资质：对象一并删除，写审计
|
||||
assert (await user.delete(f"/qualifications/{q['id']}/files/{f['id']}")).status_code == 204
|
||||
r = await attach(user, q["id"], "ISO27001 证书.png", PNG)
|
||||
key = await object_key(user, r.json()["files"][0]["id"])
|
||||
from bid_doctor.core.storage import storage
|
||||
|
||||
assert storage().exists(key)
|
||||
assert (await user.delete(f"/qualifications/{q['id']}")).status_code == 204
|
||||
assert not storage().exists(key)
|
||||
assert [x["id"] for x in (await user.get("/qualifications")).json()["items"]] == [long_term["id"]]
|
||||
assert await audit_actions(user) >= {
|
||||
"qualification.create",
|
||||
"qualification.update",
|
||||
"qualification.delete",
|
||||
"qualification_file.attach",
|
||||
"qualification_file.delete",
|
||||
}
|
||||
|
||||
|
||||
async def object_key(u: User, file_id: str) -> str:
|
||||
from sqlalchemy import select
|
||||
|
||||
from bid_doctor.core.db import TenantContext, tenant_tx
|
||||
from bid_doctor.qualification.models import QualificationFile
|
||||
|
||||
ctx = TenantContext(tenant_id=UUID(u.tenant_id), user_id=UUID(int=0))
|
||||
async with tenant_tx(ctx) as s:
|
||||
return (
|
||||
await s.execute(select(QualificationFile.object_key).where(QualificationFile.id == UUID(file_id)))
|
||||
).scalar_one()
|
||||
|
||||
|
||||
async def audit_actions(u: User) -> set[str]:
|
||||
from sqlalchemy import select
|
||||
|
||||
from bid_doctor.audit.models import AuditEvent
|
||||
from bid_doctor.core.db import TenantContext, tenant_tx
|
||||
|
||||
ctx = TenantContext(tenant_id=UUID(u.tenant_id), user_id=UUID(int=0))
|
||||
async with tenant_tx(ctx) as s:
|
||||
return set((await s.execute(select(AuditEvent.action))).scalars())
|
||||
|
||||
|
||||
async def test_qualifications_are_isolated(app_client: httpx.AsyncClient) -> None:
|
||||
a = await register(app_client, "甲公司")
|
||||
b = await register(app_client, "乙公司")
|
||||
q = (
|
||||
await a.post(
|
||||
"/qualifications", json={"name": "ISO 9001", "kind": "system_cert", "valid_to": str(date(2028, 3, 9))}
|
||||
)
|
||||
).json()
|
||||
assert (await b.get("/qualifications")).json()["items"] == []
|
||||
assert (await b.put(f"/qualifications/{q['id']}", json={"name": "x", "kind": "other"})).status_code == 404
|
||||
assert (await b.delete(f"/qualifications/{q['id']}")).status_code == 404
|
||||
|
||||
|
||||
async def test_check_reports_qualification_issues(user: User) -> None:
|
||||
"""端到端：投标文件的资质情况表里，安全生产许可证早于投标截止日到期 → 致命「证书在投标截止日已过期」，挂投标原文；
|
||||
ISO 27001 是评分项（不逐条找响应），投标文件里没写、资质库里那张早于截止日 → 按资质库记录提示，降为重要。
|
||||
资质情况表的名称格不能被当成「照抄的要求、响应对不上」。"""
|
||||
from tests.conftest import project_with_tender, run_parse
|
||||
from tests.test_check_flow import findings, run_check, upload_bid
|
||||
|
||||
project_id, tender_id = await project_with_tender(user)
|
||||
assert (await run_parse(user, tender_id))["status"] == "succeeded"
|
||||
await set_deadline(user, project_id, datetime(2026, 11, 20, 1, 30, tzinfo=UTC))
|
||||
for title, cats in (
|
||||
("投标人须具有有效的安全生产许可证", ["qualification"]),
|
||||
("具有 ISO 27001 信息安全管理体系认证证书（2 分）", ["scoring"]),
|
||||
):
|
||||
r = await user.post(f"/projects/{project_id}/checklist/items", json={"categories": cats, "title": title})
|
||||
assert r.status_code == 201, r.text
|
||||
r = await user.post(
|
||||
"/qualifications",
|
||||
json={"name": "ISO/IEC 27001 信息安全管理体系认证", "kind": "system_cert", "valid_to": "2026-10-31"},
|
||||
)
|
||||
assert r.status_code == 201
|
||||
bid = await upload_bid(user, project_id, "bid-mini-quals.pdf")
|
||||
run = await run_check(user, project_id, [bid["id"]])
|
||||
assert run["status"] == "succeeded", run
|
||||
|
||||
items = await findings(user, run["id"])
|
||||
quals = {f["checklist_item"]["title"]: f for f in items if f["type"] == "qualification"}
|
||||
safety = quals["投标人须具有有效的安全生产许可证"]
|
||||
assert safety["rule"] == {"code": "QUAL.EXPIRED", "description": "证书有效期（按投标截止日）"}
|
||||
assert safety["severity"] == "fatal" and safety["detail"]["source"] == "bid_text"
|
||||
assert "2026年11月15日" in safety["explanation"] and "2026年11月20日" in safety["explanation"]
|
||||
assert any("2026年11月15日" in c["quote"] for c in safety["bid_citations"])
|
||||
iso = quals["具有 ISO 27001 信息安全管理体系认证证书（2 分）"]
|
||||
assert iso["severity"] == "important" and iso["detail"]["source"] == "library" and iso["bid_citations"] == []
|
||||
assert iso["detail"]["issues"][0]["library"]["valid_to"] == "2026-10-31"
|
||||
assert not any(f["title"].startswith("响应可能对不上") for f in items)
|
||||
assert any(x.startswith("资质核对") for x in run["coverage"]["checked"])
|
||||
assert run["coverage"]["qualification"] == {
|
||||
"library": 1,
|
||||
"checked": 2,
|
||||
"by_library": 1,
|
||||
"unrecognized": 0,
|
||||
"excluded": 0,
|
||||
}
|
||||
@@ -138,3 +138,21 @@ async def test_project_submit_archive_and_undo(user: User) -> None:
|
||||
assert r.json()["status"] == "submitted" # 回到归档前
|
||||
r = await user.post(f"/projects/{project_id}/transitions", json={"action": "unsubmit"})
|
||||
assert r.json()["status"] == "checked"
|
||||
|
||||
|
||||
def test_template_shows_library_basis_for_qualification_findings() -> None:
|
||||
"""只按资质库记录判断的资质问题，问题明细里写出依据的那条记录（QL2）。"""
|
||||
f = {
|
||||
"type": "qualification",
|
||||
"detail": {
|
||||
"issues": [
|
||||
{
|
||||
"source": "library",
|
||||
"library": {"name": "安全生产许可证", "cert_no": "X-1", "valid_to": "2026-10-31"},
|
||||
},
|
||||
{"source": "bid_text"},
|
||||
]
|
||||
},
|
||||
}
|
||||
assert template._library(f) == ["<div>依据：资质库记录《安全生产许可证》 · 编号 X-1 · 有效期至 2026-10-31</div>"] # pyright: ignore[reportPrivateUsage]
|
||||
assert template._library({"type": "unresponded", "detail": {}}) == [] # pyright: ignore[reportPrivateUsage]
|
||||
|
||||
Reference in New Issue
Block a user