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>
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server/tests/test_check_qualification.py
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server/tests/test_check_qualification.py
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"""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。
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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）。
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"""
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from __future__ import annotations
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from datetime import date
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from typing import Any
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from uuid import UUID, uuid4
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from bid_doctor.check import findings, match, qualification
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from bid_doctor.check.qualification import BY_KEY, EXCLUDE, families_in, level_rank, text_of
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from bid_doctor.qualification.service import Record
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from tests.test_check_rules import cell, doc, para
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DEADLINE = date(2026, 11, 20)
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def keys(text: str) -> list[str]:
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return [f.key for f in families_in(text)]
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def test_families_levels_and_exclusions() -> None:
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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"]
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assert keys("具有 GB/T 19001 质量管理体系认证证书得 2 分") == ["iso9001"]
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assert keys("提供 ISO/IEC 27001:2022 信息安全管理体系认证证书") == ["iso27001"]
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assert keys("具备信息技术服务管理体系认证（ISO20000）") == ["iso20000"]
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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"]
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assert keys("信息安全服务资质（安全集成类）一级") == ["ccrc"]
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assert keys("信息系统业务安全服务资质（CCIA）二级") == ["ccia"] # 不能当成 CCRC
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assert keys("医疗器械质量管理体系认证证书") == [] # 产品体系，不是 ISO 9001
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assert keys("具有类似项目业绩") == []
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cs, cmmi, eie, ccrc, secret = (BY_KEY[k] for k in ("cs", "cmmi", "eie", "ccrc", "secret"))
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assert level_rank(cs, "CS3级及以上") == (3, "CS3")
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assert level_rank(cmmi, "CMMI 三级或以上")[0] == 3 # type: ignore[index]
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assert level_rank(eie, "二级及以上")[0] < level_rank(eie, "一级")[0] # type: ignore[index]
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assert level_rank(ccrc, "一级（安全集成）")[0] > level_rank(ccrc, "三级")[0] # type: ignore[index]
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assert level_rank(secret, "乙级")[0] < level_rank(secret, "甲级")[0] # type: ignore[index]
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assert level_rank(cs, "等级证书") is None
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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"):
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assert EXCLUDE.search(text_of(t)), t
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def item(title: str, cats: list[str], importance: str = "normal") -> dict[str, Any]:
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return {"title": title, "requirement_text": title, "categories": cats, "importance": importance, "citation_ids": []}
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def result(verdict: str) -> match.Result:
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return match.Result(verdict=verdict, layer="model")
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def rec(name: str, valid_to: date | None, level: str | None = None, kind: str = "system_cert") -> Record:
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return Record(uuid4(), name, kind, level, "NO-001", valid_to)
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def cert_table(name: str, level: str, valid: str) -> list[qualification.Sentence]:
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"""虚构的「企业资质情况表」：表头一行 + 一行证书。"""
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return [
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cell(1, "证书名称", 80, 100, w=120),
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cell(2, "等级", 210, 100, w=40),
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cell(3, "有效期", 260, 100, w=160),
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cell(4, name, 80, 124, w=120),
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cell(5, level, 210, 124, w=40),
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cell(6, valid, 260, 124, w=160),
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]
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def run(
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items: dict[UUID, dict[str, Any]],
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results: dict[UUID, match.Result],
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sents: list[qualification.Sentence],
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library: list[Record],
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deadline: date | None = DEADLINE,
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) -> tuple[list[qualification.Hit], qualification.Coverage]:
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return qualification.run(items, results, [doc(sents)] if sents else [], library, deadline)
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def test_expired_from_bid_text_uses_deadline_not_today() -> None:
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a, b = uuid4(), uuid4()
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items = {
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a: item("投标人须具有有效的安全生产许可证", ["qualification", "invalidity"]),
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b: item("具有 ISO 9001 质量管理体系认证（2 分）", ["scoring"]),
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}
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sents = [
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*cert_table("安全生产许可证", "—", "2023年11月16日至2026年11月15日"),
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cell(7, "ISO9001质量管理体系认证证书", 80, 148, w=120),
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cell(8, "—", 210, 148, w=40),
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cell(9, "2025-03-10至2026-11-20", 260, 148, w=160), # 截止日当天到期仍算有效
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]
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hits, cov = run(items, {a: result("responded"), b: result("responded")}, sents, [])
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(h,) = hits
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assert h.code == "QUAL.EXPIRED" and h.item == a and h.severity == "fatal" and h.type == "qualification"
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assert h.detail["source"] == "bid_text" and h.detail["issues"][0]["bid_valid_to"] == "2026-11-15"
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assert "2026年11月15日" in h.explanation and "2026年11月20日" in h.explanation
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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"}
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assert "请" not in h.explanation # 只写事实，不写整改建议
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assert cov.checked == 2 and cov.by_library == 0
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assert "资质库还没有录入资质" in cov.to_api()["not_checked"][0]
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# 没有截止日就不比有效期
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hits, cov = run(items, {a: result("responded"), b: result("responded")}, sents, [], deadline=None)
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assert hits == [] and cov.no_deadline
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def test_library_only_lowers_severity_and_replaces_scanned_fallback() -> None:
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a = uuid4()
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items = {a: item("投标人须具有有效的安全生产许可证", ["qualification"])}
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res = {a: result("scanned")}
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hits, cov = run(
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items,
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res,
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[para(1, "附件：资格证明文件（扫描件）")],
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[rec("安全生产许可证", date(2026, 10, 31), kind="certificate")],
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)
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(h,) = hits
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assert h.code == "QUAL.EXPIRED" and h.severity == "important" and h.detail["source"] == "library"
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assert h.evidence == [] and h.detail["issues"][0]["library"]["valid_to"] == "2026-10-31"
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assert "按资质库记录" in h.explanation
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assert findings.spec(res[a], items[a]) is None # 扫描件兜底那条不再单独出
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assert cov.by_library == 1
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# 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
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res = {a: result("not_found")}
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hits, _ = run(items, res, [para(1, "目录")], [rec("安全生产许可证", date(2026, 10, 31), kind="certificate")])
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spec = findings.spec(res[a], items[a])
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assert hits == [] and spec is not None and spec.type == "unresponded" and "资质库里的" in spec.explanation
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def test_bid_text_wins_over_library() -> None:
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a = uuid4()
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items = {a: item("具有 ISO 27001 信息安全管理体系认证证书（2 分）", ["scoring"])}
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sents = cert_table("ISO27001信息安全管理体系认证", "—", "有效期至2026年11月15日")
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hits, _ = run(
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items, {a: result("responded")}, sents, [rec("ISO/IEC 27001 信息安全管理体系认证", date(2029, 11, 15))]
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)
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(h,) = hits
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assert h.detail["source"] == "bid_text" and h.severity == "important" and "可能是旧证书" in h.explanation
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# 投标文件里的有效期没过期：资质库里的旧记录不影响
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sents = cert_table("ISO27001信息安全管理体系认证", "—", "2025-01-01至2028-01-01")
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hits, _ = run(items, {a: result("responded")}, sents, [rec("ISO 27001", date(2025, 1, 1))])
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assert hits == []
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def test_level_low_and_uncomparable_levels() -> None:
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a = uuid4()
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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"])}
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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")
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(h,) = run(items, {a: result("responded")}, sents, [])[0]
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assert h.code == "QUAL.LEVEL_LOW" and h.severity == "fatal" and "CS2" in h.explanation
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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")
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assert run(items, {a: result("responded")}, sents, [])[0] == []
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# 资质库的等级写法认不出：不比较
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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")]
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assert run(items, {a: result("scanned")}, [para(1, "资格证明")], lib)[0] == []
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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")]
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(h,) = run(items, {a: result("scanned")}, [para(1, "资格证明")], lib)[0]
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assert h.code == "QUAL.LEVEL_LOW" and h.severity == "important" and h.detail["source"] == "library"
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def test_not_covered_only_with_nonempty_library() -> None:
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a = uuid4()
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items = {a: item("具有 ISO 20000 信息技术服务管理体系认证（2 分）", ["scoring"])}
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lib = [rec("ISO 9001 质量管理体系认证", date(2028, 1, 1))]
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res = {a: result("scanned")}
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(h,) = run(items, res, [para(1, "资格证明")], lib)[0]
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assert h.code == "QUAL.NOT_COVERED" and h.severity == "important" and findings.spec(res[a], items[a]) is None
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# 资质库是空的：不报，只写覆盖范围（QL3）
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res = {a: result("scanned")}
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hits, cov = run(items, res, [para(1, "资格证明")], [])
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assert hits == [] and cov.library == 0
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assert findings.spec(res[a], items[a]) is not None # 扫描件兜底照常出
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# 资质库里有、有效：兜底说明里补一句是哪一张
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res = {a: result("scanned")}
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lib = [rec("ISO/IEC 20000-1 信息技术服务管理体系认证", date(2028, 1, 1))]
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assert run(items, res, [para(1, "资格证明")], lib)[0] == []
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spec = findings.spec(res[a], items[a])
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assert spec is not None and "资质库里有《ISO/IEC 20000-1" in spec.explanation
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def test_exclusions_requirement_copies_and_ambiguous_rows() -> None:
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a, b, c = uuid4(), uuid4(), uuid4()
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items = {
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a: item("所投产品须具有节能产品认证证书", ["qualification", "invalidity"]),
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b: item("项目负责人须持有 ISO 27001 审核员证书", ["scoring"]),
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c: item("具有有效的 ISO 9001 质量管理体系认证证书（2 分）", ["scoring"]),
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}
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lib = [rec("ISO 20000", date(2028, 1, 1))]
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# 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
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sents = [
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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"),
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*cert_table("ISO9001、ISO27001认证证书", "—", "有效期至2025年1月1日"),
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]
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hits, cov = run(items, {a: result("scanned"), b: result("scanned"), c: result("responded")}, sents, lib)
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assert hits == [] and cov.excluded == 2 and cov.checked == 1
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def test_software_copyright_and_ccrc_subtype() -> None:
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a, b = uuid4(), uuid4()
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items = {
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a: item("提供计算机软件著作权登记证书（每件 1 分）", ["scoring"]),
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b: item("具有信息安全服务资质（安全集成）一级证书", ["scoring"]),
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}
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lib = [
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rec("某平台软件 V2.0", None, kind="software_copyright"),
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rec("CCRC 信息安全服务资质一级", date(2028, 1, 1), level="一级", kind="certificate"),
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]
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res = {a: result("scanned"), b: result("responded")}
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(h,) = run(items, res, [para(1, "资质证明文件")], lib)[0]
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assert h.item == b and h.code == "QUAL.NOT_COVERED" and h.severity == "hint" and "安全集成" in h.explanation
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spec = findings.spec(res[a], items[a])
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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
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def test_coverage_counts_unrecognized_certificates_only() -> None:
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a, b, c = uuid4(), uuid4(), uuid4()
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items = {
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a: item("提供有效的营业执照副本或事业单位法人证书", ["qualification"]),
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b: item("具有某行业协会颁发的服务能力认证证书（2 分）", ["scoring"]),
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c: item("具有类似项目业绩（每个 1 分）", ["scoring"]),
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}
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_, cov = run(items, {}, [], [])
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assert (cov.unrecognized, cov.checked, cov.excluded) == (1, 0, 0)
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assert any("1 条资质要求没认出" in x for x in cov.to_api()["not_checked"])
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def test_scoring_items_not_searched_still_get_library_checks() -> None:
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"""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）。"""
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a, b = uuid4(), uuid4()
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items = {
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a: item("具有 ISO 27001 信息安全管理体系认证（2 分）", ["scoring"]),
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b: item("具有 ISO 22301 业务连续性管理体系认证（1 分）", ["scoring"]),
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}
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lib = [rec("ISO/IEC 27001 信息安全管理体系认证", date(2026, 10, 31))]
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(h,) = run(items, {}, [para(1, "商务部分")], lib)[0]
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assert h.item == a and h.code == "QUAL.EXPIRED" and h.severity == "important" and h.detail["source"] == "library"
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def test_levels_read_per_certificate_segment() -> None:
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"""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。"""
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itss, cs, eie = BY_KEY["itss"], BY_KEY["cs"], BY_KEY["eie"]
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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"
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assert level_rank(itss, qualification.segment(itss, req)) == (7, "三级")
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assert qualification.segment(cs, req) == text_of(req) # 没有这一类：全文
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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]
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def test_one_issue_per_certificate_type() -> None:
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"""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。"""
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a = uuid4()
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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"])}
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sents = [
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*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"),
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cell(7, "信息系统建设和服务能力等级证书", 80, 148, w=120),
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cell(8, "CS2", 210, 148, w=40),
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cell(9, "2024-12-31至2028-12-30", 260, 148, w=160),
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]
|
||||
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
|
||||
Reference in New Issue
Block a user