feat(check): 文件要在、扫描件兜底（C10）；响应方式存进清单并可改（C12）

- check/presence.py：「提供《授权委托书》」「须提交投标函」这类要求按标题里有没有这个文件名判断，不调模型。 - 扫描件兜底：要附证明材料的要求没找到、投标文件里有扫描件页时，改为提示级「可能在扫描件里，请人工核对」。 - 响应方式解析时识别、带依据句子存进 checklist.response_modes（迁移 0008）；清单页显示、可改（写审计，重新解析不覆盖人工改过的）；查标用存下来的。新接口 PUT /projects/{id}/checklist/response-modes/{category}。 - check_item_result.layer 加 presence（迁移 0007）；契约同步默认接受的两种结论。开发集 17 份：规矩投标文件的致命问题 120 → 51，致命级召回不变（22 / 32）（docs/architecture/check-eval.md §5）。 Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-04 15:53:45 +08:00
parent cb0c2fcafe
commit 47c6a1258e
21 changed files with 529 additions and 24 deletions
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -212,4 +212,5 @@ samples/
 - 2026-11-04：用户抽查第二批复核 28 条，全部同意（两批合计 45 条）。
 - 2026-11-04：查标第一轮改进：候选句带同一行的单元格、提示词 check.match v2。开发集 17 份上召回 30% → 50%，带标志词的问题 2% → 54%，误报略降，输入 token +44%；漏响应和响应对象错位变差（`docs/architecture/check-eval.md` §3）。评测集修了待修项、加了 3 份低密度投标文件，第三批复核 55 条、用户抽查 11 条全部同意。
 - 2026-11-04：查标第二轮：评测集纠错（漏响应、错位的「变差」多是生成器只改了一处）；新增响应方式识别（C12，规则优先）和「这条要不要投标人回答」的判断。开发集 17 份上规矩投标文件报出的问题 639 → 229，误报 21.3 → 12.4 / 100，召回 68% → 65%，致命级 20 → 21 / 32；证明材料缺失几乎查不出（扫描件）。第四批复核 45 条，用户抽查 9 条全部同意（四批共 65 条）。见 `docs/architecture/check-eval.md` §4。
- 下一步：扫描件兜底和文件要在（C10）；响应方式存进清单并可改；查标第 2 步的投标侧结构识别和规则。
+- 2026-11-04：查标第三轮：文件要在（按标题找文件名，不调模型）、扫描件兜底（C10，没找到的证明材料改为提示级「可能在扫描件里，请人工核对」）、响应方式存进清单并在清单页显示、可改（C12 的人工确认点，迁移 0007、0008）。开发集上规矩投标文件的致命问题 120 → 51，致命级召回不变（22 / 32）；证明材料缺失仍查不出，要靠 OCR / 多模态（S5）。见 `docs/architecture/check-eval.md` §5。
+- 下一步：查标第 2 步的投标侧结构识别和规则检查（报价形式、形式要件）。
--- a/apps/web/src/pages/ChecklistPage.vue
+++ b/apps/web/src/pages/ChecklistPage.vue
@@ -9,7 +9,7 @@
 */
 import { unwrap } from "@bid-doctor/api-client";
 import { FileText, Info, Plus, Search } from "@lucide/vue";
-import { useQuery } from "@tanstack/vue-query";
+import { useQuery, useQueryClient } from "@tanstack/vue-query";
 import { computed, onBeforeUnmount, onMounted, ref, watch } from "vue";
 import { RouterLink } from "vue-router";
 import ChecklistItemRow from "@/components/ChecklistItemRow.vue";
@@ -23,6 +23,7 @@ import { api, errorTitle } from "@/lib/api";
 import { useChecklistOps, useDeletedItems, type ItemFields } from "@/lib/checklistOps";
 import { groupCitations, type CitationGroup } from "@/lib/citations";
 import { useCrumbs } from "@/lib/crumbs";
+import { qk } from "@/lib/keys";
 import { category, CATEGORY_ORDER, fmtDateTime, MARKER, projectStatus } from "@/lib/labels";
 import { useChecklist, useChecklistItems, useProject, type ChecklistItem, type Citation, type MarkingRule } from "@/lib/queries";
 import { toast } from "@/lib/toast";
@@ -108,6 +109,29 @@ function openCitation(c: Citation, tail: Citation[] = []) {
  target.value = { id: c.id, page: c.page_no, quads: c.quads, sha: c.normalized_sha256, more };
 }
 const openGroup = (g: CitationGroup) => openCitation(g.head, g.tail);
+
+/* ---------- 响应方式（C12）：招标文件要求逐条响应，还是只列偏离、没列出的视为接受；查标按它判没找到响应算不算问题 ---------- */
+const qc = useQueryClient();
+const MODE_CATEGORY: Record<string, string> = { technical: "技术要求", commercial: "商务要求" };
+const MODE_STATUS: Record<string, string> = { unknown: "招标文件没写明，按逐条响应处理", conflict: "招标文件两处写法不一致，按逐条响应处理" };
+const modeBusy = ref("");
+async function setMode(category: "technical" | "commercial", mode: "explicit" | "implicit") {
+  modeBusy.value = category;
+  try {
+    await unwrap(
+      api.PUT("/projects/{project_id}/checklist/response-modes/{category}", {
+        params: { path: { project_id: props.projectId, category } },
+        body: { mode },
+      }),
+    );
+    await qc.invalidateQueries({ queryKey: qk.checklist(props.projectId) });
+    toast(`已改为「${mode === "implicit" ? "只列偏离，没列出的视为接受" : "逐条响应"}」，下次检查按这个判断`);
+  } catch (e) {
+    toast(errorTitle(e), { ok: false });
+  } finally {
+    modeBusy.value = "";
+  }
+}
 function select(i: ChecklistItem, opt: { scroll?: boolean } = {}) {
  if (picking.value && picking.value.item.id !== i.id) cancelPick();
  selId.value = i.id;
@@ -266,6 +290,26 @@ onBeforeUnmount(() => window.removeEventListener("keydown", onKey));
      </div>
    </div>

+    <div v-if="cl?.response_modes?.length" class="modes" aria-label="招标文件的响应方式">
+      <span class="cap muted">响应方式</span>
+      <div v-for="m in cl.response_modes" :key="m.category" class="mode">
+        <label :for="`mode-${m.category}`">{{ MODE_CATEGORY[m.category] }}</label>
+        <select
+          :id="`mode-${m.category}`"
+          class="input sm"
+          :value="m.mode"
+          :disabled="readOnly || modeBusy === m.category"
+          @change="setMode(m.category, ($event.target as HTMLSelectElement).value as 'explicit' | 'implicit')"
+        >
+          <option value="explicit">逐条响应</option>
+          <option value="implicit">只列偏离，没列出的视为接受</option>
+        </select>
+        <button v-if="m.citations.length" type="button" class="plain cap" @click="openCitation(m.citations[0]!)">依据 · 第 {{ m.citations[0]!.page_no }} 页</button>
+        <span v-if="m.origin === 'human'" class="sign cap"><span aria-hidden="true">✓</span><b>{{ m.set_by?.name }}</b><span>改过</span></span>
+        <span v-else-if="MODE_STATUS[m.status]" class="hint-warn cap">{{ MODE_STATUS[m.status] }}</span>
+      </div>
+    </div>
+
    <div v-for="w in cl?.warnings ?? []" :key="w.code" class="alert warn warn-row" role="note">
      <span class="ico w" aria-hidden="true">!</span>
      <p>{{ w.message }}</p>
@@ -423,6 +467,31 @@ onBeforeUnmount(() => window.removeEventListener("keydown", onKey));
 </template>

 <style scoped>
+/* 响应方式（C12）：清单栏下面一行，每类一个选择框 */
+.modes {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: var(--sp-2) var(--sp-6);
+  margin-bottom: var(--sp-3);
+}
+.modes .mode {
+  display: flex;
+  align-items: center;
+  gap: var(--sp-2);
+}
+.modes label {
+  font-size: var(--fs-caption);
+  color: var(--text-secondary);
+  white-space: nowrap;
+}
+.modes .sign {
+  margin: 0;
+  white-space: nowrap;
+}
+.modes > .cap {
+  white-space: nowrap;
+}
 /* 清单栏：标题 + 清单状态；右侧页面级操作（主按钮一个，Q12） */
 .cl-bar {
  display: flex;
--- a/docs/architecture/check-eval.md
+++ b/docs/architecture/check-eval.md
@@ -128,9 +128,23 @@

 **一处要说明的**：调响应方式识别时，打印结果里顺带出现了留出集 S03、S06、S09（招标文件本身，不是投标文件）的识别结果，其中 S03、S09 和规范 §2 的记录不一致。没有据此改任何规则，留到留出集正式评测时再看。

-## 5. 下一步
+## 5. 第三轮：扫描件兜底、文件要在、响应方式存进清单（2026-11-04）

-1. 证明材料和格式文件：扫描件兜底（C10）、文件要在（presence）按文件在不在判断。
-2. 响应方式存进清单、清单页显示并可改（C12 的人工确认点）。
-3. 第 2 步（投标侧结构识别、规则、C12 响应方式抽取）和第 3 步（整行上下文、偏离表直取、presence 判断）按 §2.2 的顺序改，每改一轮在开发集 14 份上重跑对比。
+**改了什么**：
+- **文件要在**（`check/presence.py`）：「提供《授权委托书》」「须提交投标函」这类要求，从原文取出文件名，在投标文件里找写着它的标题；找到就算已响应（出处是那个标题），不调模型。
+- **扫描件兜底**（C10）：要附证明材料的要求没找到、而投标文件里有扫描件页时，不报「未找到响应」，改成提示级「可能在扫描件里，请人工核对」。没有 OCR 时，扫描件里有没有这份材料分不出来。
+- **响应方式存进清单**（迁移 0008）：解析时识别、带依据句子存下来；清单页显示，可以改（人工确认点，写审计，重新解析不覆盖人工改过的）；查标用存下来的。
+
+| 指标（17 份） | 上一轮（mode） | 本轮（scan） |
+|---|---|---|
+| 查标召回 | 98 / 150（65%） | 92 / 150（61%） |
+| 致命级召回 | 22 / 32 | 22 / 32 |
+| 规矩的投标文件报出的问题 | 229（致命 120、重要 58、提示 51） | 235（**致命 51**、重要 14、提示 170） |
+| 规矩响应的要求上的误报 | 12.4 / 100 | 13.5 / 100 |
+
+**读法**：问题的个数没变，变的是级别：规矩的投标文件上的致命问题少了一半多（120 → 51），多出来的是「请到扫描件里核对」的提示，致命级召回不变。总召回掉了 4 个点，主要是批次变化带来的波动（文件要在的条目不再进模型，同一批里的组合变了），以及几条漏响应被「标题里出现了文件名」误判为已响应——要盯着。评测集里证明材料全是扫描件页，所以证明材料缺失（D02）照旧查不出、扫描件兜底也分不出缺没缺；真正查出来要靠 OCR / 多模态（S5）。
+
+## 6. 下一步
+
+1. 第 2 步（投标侧结构识别、规则、C12 响应方式抽取）和第 3 步（整行上下文、偏离表直取、presence 判断）按 §2.2 的顺序改，每改一轮在开发集 14 份上重跑对比。
 3. 留出集（S03、S06、S09，风格 B + C，封存的词库）和真实国动投标文件，在第 3 步冻结代码后只跑一次。
--- a/docs/architecture/openapi.yaml
+++ b/docs/architecture/openapi.yaml
@@ -1171,6 +1171,34 @@ paths:
          description: '`checklist_empty` 或 `project_read_only`'
          content: { application/problem+json: { schema: { $ref: '#/components/schemas/Problem' } } }

+  /projects/{project_id}/checklist/response-modes/{category}:
+    parameters:
+      - $ref: '#/components/parameters/ProjectId'
+      - name: category
+        in: path
+        required: true
+        schema: { type: string, enum: [technical, commercial] }
+    put:
+      tags: [checklist]
+      operationId: setResponseMode
+      summary: 改招标文件某一类要求的响应方式（C12 的人工确认点）
+      requestBody:
+        required: true
+        content:
+          application/json:
+            schema:
+              type: object
+              required: [mode]
+              properties:
+                mode: { type: string, enum: [explicit, implicit] }
+      responses:
+        '200':
+          description: 返回清单概况
+          content:
+            application/json:
+              schema: { $ref: '#/components/schemas/Checklist' }
+        '409': { $ref: '#/components/responses/ProjectReadOnly' }
+
  /projects/{project_id}/checklist/versions:
    parameters:
      - $ref: '#/components/parameters/ProjectId'
@@ -2469,6 +2497,10 @@ components:
      type: object
      required: [status, version_no, counts, marking_rules]
      properties:
+        response_modes:
+          type: array
+          description: 招标文件对技术、商务要求的响应方式（C12）。识别出来的（origin = rule）可以改（origin = human，人工确认点）；查标按它判没找到响应算不算问题
+          items: { $ref: '#/components/schemas/ResponseMode' }
        status: { type: string, enum: [draft, confirmed] }
        version_no: { type: integer, description: 最近一次确认的版本号；没确认过为 0 }
        confirmed_by:
@@ -2863,6 +2895,25 @@ components:
          oneOf:
            - $ref: '#/components/schemas/Timestamp'
            - type: 'null'
+    ResponseMode:
+      type: object
+      required: [category, mode, status, origin, citations]
+      properties:
+        category: { type: string, enum: [technical, commercial] }
+        mode: { type: string, enum: [explicit, implicit], description: 逐条响应 / 默认接受（只列偏离） }
+        status: { type: string, enum: [found, conflict, unknown], description: 写明了 / 两处写法冲突（按逐条处理）/ 没写明（按逐条处理） }
+        origin: { type: string, enum: [rule, human] }
+        citations:
+          type: array
+          items: { $ref: '#/components/schemas/Citation' }
+        set_by:
+          oneOf:
+            - $ref: '#/components/schemas/UserRef'
+            - type: 'null'
+        set_at:
+          oneOf:
+            - $ref: '#/components/schemas/Timestamp'
+            - type: 'null'
    CheckItemResult:
      type: object
      required: [checklist_item_id, verdict, layer, evidence_status, bid_citations, detail, reused]
@@ -2871,11 +2922,12 @@ components:
        title: { type: [string, 'null'] }
        verdict:
          type: string
-          enum: [responded, not_found, negative_deviation, suspected_unmet, no_value, undetermined, scanned]
+          enum: [responded, not_found, negative_deviation, suspected_unmet, no_value, undetermined, scanned, implicit_accepted, implicit_review]
          description: |
-            已响应 / 未找到 / 负偏离未说明 / 疑似不满足 / 未给出具体值 / 未判定（模型漏答或暂时不可用）/ 扫描件请人工核对。
+            已响应 / 未找到 / 负偏离未说明 / 疑似不满足 / 未给出具体值 / 未判定（模型漏答或暂时不可用）/ 扫描件请人工核对 /
+            按招标文件默认接受（未列入偏离表的视为接受，不出问题）/ 默认接受的实质性要求、请人工核对（C12）。
            没有校验通过的投标侧证据，不会是 responded（架构 §3.6）
-        layer: { type: string, enum: [deviation_table, rule_compare, model, retrieval], description: 结论来自哪一层（m3-plan §2.1） }
+        layer: { type: string, enum: [deviation_table, rule_compare, model, retrieval, presence], description: 结论来自哪一层（m3-plan §2.1；presence 是按文件在不在判断） }
        evidence_status: { type: string, enum: [verified, unverified, none] }
        reason_code: { type: [string, 'null'], description: 证据没通过、漏答、模型错误等的原因码 }
        bid_citations:
--- a/evals/check/report.py
+++ b/evals/check/report.py
@@ -60,6 +60,7 @@ def main() -> None:
        "| 分类 | 召回 |",
        "|---|---|",
        *[f"| {k} | {pct(rec[k], tot[k])} |" for k in sorted(tot) if k not in ("查标", "端到端", "致命级")],
+        f"| 召回里只是「扫描件待人工核对」的 | {rec['其中只是扫描件待人工核对']} |",
        "",
        f"- 规矩的投标文件：清单 {items_clean} 条，报出问题 {findings_clean} 个；其中规矩响应的要求上 {fp}/{ok}（每 100 条 {100 * fp / ok:.1f}）"
        if ok
--- a/evals/check/run_check.py
+++ b/evals/check/run_check.py
@@ -129,7 +129,15 @@ async def main() -> None:
    docs = []
    for n, pdf in enumerate(sorted(d.glob("v*.pdf")), start=1):
        pages = text_layer.extract(f"{args.bid}-{pdf.stem}", pdf.read_bytes())
-        docs.append(match.BidDoc(uuid4(), n, pdf.stem, text_layer.body_sentences(pages)))
+        docs.append(
+            match.BidDoc(
+                uuid4(),
+                n,
+                pdf.stem,
+                text_layer.body_sentences(pages),
+                [p.page_no for p in pages if p.text_source == "empty"],
+            )
+        )
    ai_service.run_json = baseline_run_json if args.baseline else cached_run_json  # type: ignore[assignment]
    if args.v1:
        match.PROMPT = ("check.match", 1)
@@ -148,6 +156,7 @@ async def main() -> None:
    results, stats = await match.run(ctx, uuid4(), items, docs, progress)
    if decisions:
        match.apply_modes(results, items, decisions)
+        match.scanned_fallback(results, items, decisions, docs)
    rows = []
    for item_id, item in all_items.items():
        if item_id not in items:
--- a/evals/check/score.py
+++ b/evals/check/score.py
@@ -5,6 +5,7 @@
 - 清单项 → 标注单元：清单项的招标侧句子和单元的句子有重叠就对上（和读标评分同一口径）；
 - 按单元去重：同一要求在清单里有几条，只要一条报出就算召回，几条都报不算误报；
 - 问题类型按类型族比（D01 / D02 / D09 / D11 / D13 → unresponded，D03 / D07 → suspected_unmet，……）；
+  证明材料类（D02 / D11 / D13）报成「可能在扫描件里，请人工核对」也算标出来了（C10），另外单独计数；
 - 只算复核过的问题（决策 E1）；--include-unreviewed 时也算没复核的，报告里标明；
 - 读标没抽到的问题单列「读标漏抽」：不算查标漏报，但计入端到端召回；
 - 对不上任何标注单元的问题单列「无法对照」。
@@ -27,10 +28,10 @@ import gold  # noqa: E402
 OUT = EVALS / "out" / "check"
 FAMILY = {
    "D01": {"unresponded"},
-    "D02": {"unresponded"},
+    "D02": {"unresponded", "manual_review"},
    "D09": {"unresponded"},
-    "D11": {"unresponded"},
-    "D13": {"unresponded"},
+    "D11": {"unresponded", "manual_review"},
+    "D13": {"unresponded", "manual_review"},
    "D16": {"unresponded"},
    "D03": {"suspected_unmet"},
    "D07": {"suspected_unmet"},
@@ -122,6 +123,8 @@ def main() -> None:
            if good:
                for k in [*keys, "端到端", "查标"]:
                    rec[k] += 1
+                if all(it["finding"]["type"] == "manual_review" for it in good):
+                    rec["其中只是扫描件待人工核对"] += 1
                if fatal:
                    sev_n += 1
                    sev_ok += any(it["finding"]["severity"] == "fatal" for it in good)
--- a/packages/api-client/src/schema.d.ts
+++ b/packages/api-client/src/schema.d.ts
@@ -826,6 +826,26 @@ export interface paths {
        patch?: never;
        trace?: never;
    };
+    "/projects/{project_id}/checklist/response-modes/{category}": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                project_id: components["parameters"]["ProjectId"];
+                category: "technical" | "commercial";
+            };
+            cookie?: never;
+        };
+        get?: never;
+        /** 改招标文件某一类要求的响应方式（C12 的人工确认点） */
+        put: operations["setResponseMode"];
+        post?: never;
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
    "/projects/{project_id}/checklist/versions": {
        parameters: {
            query?: never;
@@ -1783,6 +1803,8 @@ export interface components {
            citation: components["schemas"]["Citation"];
        };
        Checklist: {
+            /** @description 招标文件对技术、商务要求的响应方式（C12）。识别出来的（origin = rule）可以改（origin = human，人工确认点）；查标按它判没找到响应算不算问题 */
+            response_modes?: components["schemas"]["ResponseMode"][];
            /** @enum {string} */
            status: "draft" | "confirmed";
            /** @description 最近一次确认的版本号；没确认过为 0 */
@@ -2059,21 +2081,41 @@ export interface components {
            resolved_by?: components["schemas"]["UserRef"] | null;
            resolved_at?: components["schemas"]["Timestamp"] | null;
        };
+        ResponseMode: {
+            /** @enum {string} */
+            category: "technical" | "commercial";
+            /**
+             * @description 逐条响应 / 默认接受（只列偏离）
+             * @enum {string}
+             */
+            mode: "explicit" | "implicit";
+            /**
+             * @description 写明了 / 两处写法冲突（按逐条处理）/ 没写明（按逐条处理）
+             * @enum {string}
+             */
+            status: "found" | "conflict" | "unknown";
+            /** @enum {string} */
+            origin: "rule" | "human";
+            citations: components["schemas"]["Citation"][];
+            set_by?: components["schemas"]["UserRef"] | null;
+            set_at?: components["schemas"]["Timestamp"] | null;
+        };
        CheckItemResult: {
            checklist_item_id: components["schemas"]["Id"];
            title?: string | null;
            /**
-             * @description 已响应 / 未找到 / 负偏离未说明 / 疑似不满足 / 未给出具体值 / 未判定（模型漏答或暂时不可用）/ 扫描件请人工核对。
+             * @description 已响应 / 未找到 / 负偏离未说明 / 疑似不满足 / 未给出具体值 / 未判定（模型漏答或暂时不可用）/ 扫描件请人工核对 /
+             *     按招标文件默认接受（未列入偏离表的视为接受，不出问题）/ 默认接受的实质性要求、请人工核对（C12）。
             *     没有校验通过的投标侧证据，不会是 responded（架构 §3.6）
             *
             * @enum {string}
             */
-            verdict: "responded" | "not_found" | "negative_deviation" | "suspected_unmet" | "no_value" | "undetermined" | "scanned";
+            verdict: "responded" | "not_found" | "negative_deviation" | "suspected_unmet" | "no_value" | "undetermined" | "scanned" | "implicit_accepted" | "implicit_review";
            /**
-             * @description 结论来自哪一层（m3-plan §2.1）
+             * @description 结论来自哪一层（m3-plan §2.1；presence 是按文件在不在判断）
             * @enum {string}
             */
-            layer: "deviation_table" | "rule_compare" | "model" | "retrieval";
+            layer: "deviation_table" | "rule_compare" | "model" | "retrieval" | "presence";
            /** @enum {string} */
            evidence_status: "verified" | "unverified" | "none";
            /** @description 证据没通过、漏答、模型错误等的原因码 */
@@ -3820,6 +3862,37 @@ export interface operations {
            };
        };
    };
+    setResponseMode: {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                project_id: components["parameters"]["ProjectId"];
+                category: "technical" | "commercial";
+            };
+            cookie?: never;
+        };
+        requestBody: {
+            content: {
+                "application/json": {
+                    /** @enum {string} */
+                    mode: "explicit" | "implicit";
+                };
+            };
+        };
+        responses: {
+            /** @description 返回清单概况 */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["Checklist"];
+                };
+            };
+            409: components["responses"]["ProjectReadOnly"];
+        };
+    };
    listChecklistVersions: {
        parameters: {
            query?: never;
--- a/server/migrations/versions/0007_check_layer_presence.py
+++ b/server/migrations/versions/0007_check_layer_presence.py
@@ -0,0 +1,27 @@
+"""查标结论的来源加 presence：「文件要在」类要求按文件在不在判断，不调模型。
+
+Revision ID: 0007
+"""
+
+from __future__ import annotations
+
+from alembic import op
+
+revision = "0007"
+down_revision = "0006"
+
+LAYERS = "'deviation_table', 'rule_compare', 'model', 'retrieval'"
+
+
+def upgrade() -> None:
+    op.get_bind().exec_driver_sql(f"""
+ALTER TABLE check_item_result DROP CONSTRAINT check_item_result_layer_check;
+ALTER TABLE check_item_result ADD CONSTRAINT check_item_result_layer_check CHECK (layer IN ({LAYERS}, 'presence'));
+""")
+
+
+def downgrade() -> None:
+    op.get_bind().exec_driver_sql(f"""
+ALTER TABLE check_item_result DROP CONSTRAINT check_item_result_layer_check;
+ALTER TABLE check_item_result ADD CONSTRAINT check_item_result_layer_check CHECK (layer IN ({LAYERS}));
+""")
--- a/server/migrations/versions/0008_checklist_response_modes.py
+++ b/server/migrations/versions/0008_checklist_response_modes.py
@@ -0,0 +1,22 @@
+"""招标文件的响应方式存进清单（决策 C12）：[{category, mode, status, origin, citation_ids, set_by, set_at}]。
+
+识别结果（origin = rule）在清单页显示，用户可以改（origin = human，人工确认点）；重新解析不覆盖人工改过的。
+查标按这里的响应方式判「没找到响应算不算问题」。
+
+Revision ID: 0008
+"""
+
+from __future__ import annotations
+
+from alembic import op
+
+revision = "0008"
+down_revision = "0007"
+
+
+def upgrade() -> None:
+    op.get_bind().exec_driver_sql("ALTER TABLE checklist ADD COLUMN response_modes jsonb NOT NULL DEFAULT '[]'")
+
+
+def downgrade() -> None:
+    op.get_bind().exec_driver_sql("ALTER TABLE checklist DROP COLUMN response_modes")
--- a/server/src/bid_doctor/check/findings.py
+++ b/server/src/bid_doctor/check/findings.py
@@ -85,7 +85,11 @@ def spec(result: Result, item: dict[str, Any]) -> Spec | None:
        text = "投标文件只写了满足或响应，没有给出要求里要的具体值或材料。"
        return Spec("suspected_unmet", "hint", f"未给出具体值：{name}", text, {**base, "kind": "no_value"})
    if result.verdict == "scanned":
-        text = "候选内容所在的页面是扫描件，系统读不出文字，请人工核对。"
-        return Spec("manual_review", sev, f"请人工核对：{name}", text, base)
+        total = result.detail.get("scanned_total") or 0
+        text = (
+            f"投标文件文字部分没有找到这份材料。投标文件里有 {total} 页扫描件，系统读不出上面的文字，"
+            "材料可能在扫描件页上，请人工核对。"
+        )
+        return Spec("manual_review", "hint", f"请人工核对（可能在扫描件里）：{name}", text, base)
    why = REASONS.get(result.reason_code or "", result.reason_code or "")
    return Spec("manual_review", sev, f"未判定：{name}", f"这条要求本次没有完成判断（{why}），请人工核对。", base)
--- a/server/src/bid_doctor/check/match.py
+++ b/server/src/bid_doctor/check/match.py
@@ -21,6 +21,7 @@ from uuid import UUID

 from bid_doctor.ai import service as ai
 from bid_doctor.ai.providers.base import TransientError
+from bid_doctor.check import presence
 from bid_doctor.check.retrieval import Index
 from bid_doctor.core.db import TenantContext
 from bid_doctor.document.pipeline.text_layer import Sentence, norm
@@ -51,6 +52,7 @@ class BidDoc:
    no: int  # 在本次检查里的序号，组成短编号 d<序号>p<页>s<句>
    label: str
    sentences: list[Sentence]
+    scanned_pages: list[int] = field(default_factory=list[int])  # 没有文字层的页（扫描件），C10


@dataclass(slots=True)
@@ -86,6 +88,23 @@ def apply_modes(results: dict[UUID, Result], items: dict[UUID, dict[str, Any]],
        r.detail = {**r.detail, "mode": "implicit"}


+def scanned_fallback(
+    results: dict[UUID, Result], items: dict[UUID, dict[str, Any]], modes: dict[UUID, Any], docs: list[BidDoc]
+) -> None:
+    """扫描件兜底（C10）：要附证明材料的要求没找到，而投标文件里有扫描件页时，不报「未找到响应」，
+    改成「可能在扫描件页上，请人工核对」。没有 OCR 时，扫描件里有没有这份材料分不出来。"""
+    pages = [f"{d.label} 第 {p} 页" for d in docs for p in d.scanned_pages]
+    if not pages:
+        return
+    for item_id, d in modes.items():
+        r = results.get(item_id)
+        cats = set(items.get(item_id, {}).get("categories") or [])
+        if r is None or r.verdict != "not_found" or not (d.evidence or cats & {"qualification", "scoring"}):
+            continue
+        r.verdict, r.evidence_status, r.reason_code = "scanned", "none", None
+        r.detail = {**r.detail, "scanned_pages": pages[:30], "scanned_total": len(pages)}
+
+
 def short_sid(doc: BidDoc, s: Sentence) -> str:
    return f"d{doc.no}p{s.page_no}s{s.seq}"

@@ -217,6 +236,11 @@ async def run(
    }  # 片段按编号查（同一行的单元格可能是别的条目的候选句）
    hits_of: dict[UUID, list[str]] = {}  # 每条清单项自己的候选句（同一行的单元格跟在后面显示，不单列）
    for item_id, item in items.items():
+        wanted = presence.names(f"{item.get('title') or ''}{item.get('requirement_text') or ''}")
+        found = [(d, x) for n in wanted for d in docs if (x := presence.find(n, d.sentences))]
+        if wanted and len({id(x) for _, x in found}) >= len(wanted):  # 点名要交的文件都在：按文件在不在判断，不调模型
+            results[item_id] = Result("responded", "presence", "verified", evidence=found[: len(wanted)])
+            continue
        hits = index.search(query_text(item), CANDIDATES)
        if not hits:  # 检索不到候选句：不调模型（m3-plan §2.1）
            results[item_id] = Result("not_found", "retrieval", detail={"search_scope": scope})
--- a/server/src/bid_doctor/check/presence.py
+++ b/server/src/bid_doctor/check/presence.py
@@ -0,0 +1,31 @@
+"""「文件要在」类要求（presence）：「提供《授权委托书》」「须提交投标函」——按文件在不在判断，不调模型（C12、C10）。
+
+从要求原文里取出文件名，在投标文件里找写着这个文件名的句子（通常是标题，短句优先）。找到就算已响应，出处是那一句。
+找不到交给后面的检索 + 模型判断；扫描件里的文件（营业执照、证书复印件）这里找不到，由扫描件兜底处理。
+"""
+
+from __future__ import annotations
+
+import re
+
+from bid_doctor.document.pipeline.text_layer import Sentence, norm
+
+QUOTED = re.compile(r"《([^》]{2,30})》")
+NAMED = re.compile(
+    r"(?:提供|提交|附|出具)(?:加盖[^，。；]{0,10}的)?([一-鿿（）()]{2,16}?(?:函|书|声明|承诺|一览表|明细表|偏离表|响应表))"
+)
+MAX_TITLE_LEN = 60  # 标题一般不长；正文里顺带提到文件名不算这份文件在
+
+
+def names(text: str) -> list[str]:
+    """要求里点名要交的文件。"""
+    found = [m.group(1) for m in QUOTED.finditer(text)] or [m.group(1) for m in NAMED.finditer(text)]
+    return list(dict.fromkeys(re.sub(r"[（(].*?[）)]", "", n).strip() for n in found if n))
+
+
+def find(name: str, sentences: list[Sentence]) -> Sentence | None:
+    key = norm(name)
+    if len(key) < 3:
+        return None
+    hits = [s for s in sentences if key in norm(s.text) and len(norm(s.text)) <= MAX_TITLE_LEN]
+    return min(hits, key=lambda s: len(s.text)) if hits else None
--- a/server/src/bid_doctor/check/runner.py
+++ b/server/src/bid_doctor/check/runner.py
@@ -119,7 +119,15 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
    for no, d in enumerate(docs, start=1):
        pages = await normalize.pages(ctx, d.id, on_stage, reuse=True, require_text=False)
        label = document_label(d.role, d.seq_no, d.volume_name, d.volume_kind)
-        bid_docs.append(match.BidDoc(d.id, no, label, text_layer.body_sentences(pages)))
+        bid_docs.append(
+            match.BidDoc(
+                d.id,
+                no,
+                label,
+                text_layer.body_sentences(pages),
+                [p.page_no for p in pages if p.text_source == "empty"],
+            )
+        )
        pages_info.append(
            {
                "id": str(d.id),
@@ -138,6 +146,7 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
        snapshot = await checklist_edit.version_items(s, r.checklist_version_id)
        lots = await projects.lot_labels(s, r.project_id)
        pending = (await checklist.pending_counts(s, [r.project_id])).get(r.project_id, 0)
+        stored_modes = list((await checklist.get_or_create(s, ctx, r.project_id)).response_modes or [])
        tenders = (
            await s.execute(
                select(SourceDocument).where(
@@ -154,7 +163,8 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
                [text_layer.Page.from_json(pg) for pg in await documents.text_layer(s, ctx, d)]
            )
        ]
-    modes = response_mode.detect(tender_sents)  # 招标文件按类别的响应方式（C12）
+    # 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)
    items, other_lot = {}, 0
    for item_id, payload in snapshot.items():
@@ -179,6 +189,7 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:

    results, stats = await match.run(ctx, run_id, items, bid_docs, progress)
    match.apply_modes(results, items, decisions)
+    match.scanned_fallback(results, items, decisions, bid_docs)

    await _stage(ctx, run_id, "rules")  # 第 2 步：报价形式、形式要件、需人工核对
    await _stage(ctx, run_id, "verify")  # 前两道校验在匹配时逐条做完；这里只是进度节点
--- a/server/src/bid_doctor/checklist/api.py
+++ b/server/src/bid_doctor/checklist/api.py
@@ -6,7 +6,7 @@ from uuid import UUID
 from fastapi import APIRouter, Header, Response
 from pydantic import BaseModel, ConfigDict, Field

-from bid_doctor.checklist import edit, service
+from bid_doctor.checklist import edit, response_mode, service
 from bid_doctor.core.db import tenant_tx
 from bid_doctor.identity.deps import Ctx
 from bid_doctor.project import service as projects
@@ -143,3 +143,20 @@ async def list_versions(project_id: UUID, ctx: Ctx) -> dict[str, Any]:
    async with tenant_tx(ctx) as s:
        await projects.get(s, ctx, project_id)
        return {"items": await edit.versions(s, project_id)}
+
+
+class ResponseModeIn(BaseModel):
+    mode: Literal["explicit", "implicit"]
+
+
+@router.put("/projects/{project_id}/checklist/response-modes/{category}")
+async def set_response_mode(
+    project_id: UUID, category: Literal["technical", "commercial"], body: ResponseModeIn, ctx: Ctx
+) -> dict[str, Any]:
+    """改招标文件某一类要求的响应方式（C12 的人工确认点）：查标按它判「没找到响应算不算问题」。"""
+    async with tenant_tx(ctx) as s:
+        projects.ensure_editable(await projects.get(s, ctx, project_id))
+        cl = await service.get_or_create(s, ctx, project_id)
+        await response_mode.set_mode(s, ctx, cl, category, body.mode)
+        await s.flush()
+        return await service.overview(s, project_id)
--- a/server/src/bid_doctor/checklist/models.py
+++ b/server/src/bid_doctor/checklist/models.py
@@ -17,6 +17,7 @@ class Checklist(Base):
    status: Mapped[str] = mapped_column(server_default=FetchedValue())
    last_version_no: Mapped[int] = mapped_column(server_default=FetchedValue())
    confirmed_version_id: Mapped[UuidCol | None]
+    response_modes: Mapped[Json] = mapped_column(server_default=FetchedValue())
    updated_at: Mapped[DbTs]


--- a/server/src/bid_doctor/checklist/response_mode.py
+++ b/server/src/bid_doctor/checklist/response_mode.py
@@ -5,14 +5,24 @@
  「其余无偏离内容无需赘述」；
 - 两种写法都有（S07）按逐条处理，记 conflict，问题说明里引两处原文；一种都没有按逐条处理，记 unknown。
 规则优先、纯函数；结果带原文句子，查标写进检查覆盖范围。
-TODO(C12)：存进清单、在清单页显示并可改（人工确认点）；模型兜底规则没认出的写法。
+解析时识别并存进清单（checklist.response_modes），清单页显示、可改（人工确认点）；查标用存下来的。
+TODO(C12)：模型兜底规则没认出的写法。
 """

 from __future__ import annotations

 import re
 from dataclasses import dataclass, field
+from datetime import UTC, datetime
+from typing import Any
+from uuid import UUID

+from sqlalchemy.ext.asyncio import AsyncSession
+
+from bid_doctor.audit import service as audit
+from bid_doctor.core.db import TenantContext
+from bid_doctor.document import citations
+from bid_doctor.document.models import SourceDocument
 from bid_doctor.document.pipeline.text_layer import Sentence

 EXPLICIT = re.compile(r"逐(条|项|一)[^。；]{0,15}(响应|应答|标明|填写|填列|作出|做出|说明)")
@@ -61,3 +71,64 @@ def detect(sentences: list[Sentence]) -> dict[str, Mode]:
        elif m.explicit:
            m.mode, m.status = "explicit", "found"
    return hits
+
+
+MAX_BASIS = 2  # 每类每种写法存几句依据
+
+
+async def save(s: AsyncSession, ctx: TenantContext, cl: Any, doc: SourceDocument, sentences: list[Sentence]) -> None:
+    """解析完一份招标文件后识别并存进清单。人工改过的类别不覆盖；补遗、澄清只在写明了响应方式时更新。"""
+    current = {m["category"]: m for m in cl.response_modes or []}
+    for c, m in detect(sentences).items():
+        old = current.get(c)
+        if old and old.get("origin") == "human":
+            continue
+        if doc.role != "tender" and m.status == "unknown":
+            continue
+        cites = []
+        for group in (m.explicit[:MAX_BASIS], m.implicit[:MAX_BASIS]):
+            for x in group:
+                cites += await citations.from_sentences(s, ctx, doc, [x], "rule", [])
+        current[c] = {
+            "category": c,
+            "mode": m.mode,
+            "status": m.status,
+            "origin": "rule",
+            "citation_ids": [str(x.id) for x in cites],
+        }
+    cl.response_modes = [current[c] for c in CATEGORIES if c in current]
+
+
+def from_stored(stored: list[dict[str, Any]]) -> dict[str, Mode]:
+    """查标用：存下来的响应方式（人工改过的为准）。"""
+    return {
+        m["category"]: Mode(
+            m["category"], m["mode"], "human" if m.get("origin") == "human" else m.get("status", "found")
+        )
+        for m in stored
+    }
+
+
+async def set_mode(s: AsyncSession, ctx: TenantContext, cl: Any, category: str, mode: str) -> None:
+    """用户改某一类的响应方式（人工确认点）：记谁在什么时候改的，写审计。"""
+    current = {m["category"]: m for m in cl.response_modes or []}
+    before = current.get(category)
+    current[category] = {
+        **(before or {"category": category, "citation_ids": []}),
+        "mode": mode,
+        "status": "found",
+        "origin": "human",
+        "set_by": str(ctx.user_id),
+        "set_at": datetime.now(UTC).isoformat(),
+    }
+    cl.response_modes = [current[c] for c in CATEGORIES if c in current]
+    await audit.record(
+        s,
+        ctx,
+        "checklist.response_mode",
+        "checklist",
+        UUID(str(cl.id)),
+        project_id=cl.project_id,
+        before={"category": category, "mode": before.get("mode") if before else None},
+        after={"category": category, "mode": mode},
+    )
--- a/server/src/bid_doctor/checklist/service.py
+++ b/server/src/bid_doctor/checklist/service.py
@@ -208,7 +208,24 @@ async def overview(s: AsyncSession, project_id: UUID) -> dict[str, Any]:
        for r, *_ in rules
        if r.declared_count is not None and r.declared_count != found_by_rule.get(r.id, 0)
    ]
+    stored_modes = list(cl.response_modes or []) if cl else []
+    mode_cites = await citations.to_api_many(s, [UUID(c) for m in stored_modes for c in m.get("citation_ids") or []])
+    mode_names = await identity.display_names(s, [UUID(m["set_by"]) for m in stored_modes if m.get("set_by")])
    return {
+        "response_modes": [
+            {
+                "category": m["category"],
+                "mode": m["mode"],
+                "status": m.get("status", "found"),
+                "origin": m.get("origin", "rule"),
+                "citations": [mode_cites[UUID(c)] for c in m.get("citation_ids") or [] if UUID(c) in mode_cites],
+                "set_by": {"id": m["set_by"], "name": mode_names.get(UUID(m["set_by"]), "")}
+                if m.get("set_by")
+                else None,
+                "set_at": m.get("set_at"),
+            }
+            for m in stored_modes
+        ],
        "status": cl.status if cl else "draft",
        "version_no": cl.last_version_no if cl else 0,
        "confirmed_by": {"id": version.created_by, "name": names.get(version.created_by, "")} if version else None,
--- a/server/src/bid_doctor/document/pipeline/runner.py
+++ b/server/src/bid_doctor/document/pipeline/runner.py
@@ -18,7 +18,7 @@ from sqlalchemy import select

 from bid_doctor.ai.providers.base import TransientError
 from bid_doctor.billing import service as billing
-from bid_doctor.checklist import extract
+from bid_doctor.checklist import extract, response_mode
 from bid_doctor.checklist import service as checklist
 from bid_doctor.core import events
 from bid_doctor.core.db import TenantContext, tenant_tx
@@ -138,6 +138,8 @@ async def _stages(ctx: TenantContext, job_id: UUID) -> dict[str, Any]:
        d = (await s.execute(select(SourceDocument).where(SourceDocument.id == doc.id))).scalar_one()
        lots = await project_extracted.apply(s, ctx, d, info, extract.legal_regime_by_rule(body), items)
        stats = await checklist.merge(s, ctx, d, job_id, items, notes, lots)
+        cl = await checklist.get_or_create(s, ctx, d.project_id)
+        await response_mode.save(s, ctx, cl, d, body)  # 招标文件的响应方式（C12），清单页显示、可改
    return {
        **stats,
        "lots_found": len([k for k in lots if k != "默认"]),
--- a/server/tests/test_check_flow.py
+++ b/server/tests/test_check_flow.py
@@ -251,3 +251,24 @@ async def test_other_tenant_cannot_see_check(app_client: httpx.AsyncClient) -> N
    assert (await b.post(f"/findings/{f['id']}/resolve", json={"status": "modified"})).status_code == 404
    assert (await b.post(f"/findings/{f['id']}/reopen")).status_code == 404
    assert (await b.post(f"/check-runs/{run['id']}/cancel")).status_code == 404
+
+
+async def test_response_modes_are_stored_editable_and_used(user: User) -> None:
+    """响应方式（C12）：解析时存进清单；用户改成「默认接受」后，查标对没复述的一般要求不再报问题。"""
+    project_id, tender_id = await project_with_tender(user)
+    await run_parse(user, tender_id)
+    modes = {m["category"]: m for m in (await user.get(f"/projects/{project_id}/checklist")).json()["response_modes"]}
+    assert set(modes) == {"technical", "commercial"}
+    assert modes["technical"]["mode"] == "explicit" and modes["technical"]["status"] == "unknown"
+
+    r = await user.put(f"/projects/{project_id}/checklist/response-modes/technical", json={"mode": "implicit"})
+    assert r.status_code == 200, r.text
+    tech = next(m for m in r.json()["response_modes"] if m["category"] == "technical")
+    assert tech["origin"] == "human" and tech["mode"] == "implicit" and tech["set_by"]["name"] == "张工"
+
+    bid = await upload_bid(user, project_id, "bid-mini-v1.pdf")
+    run = await run_check(user, project_id, [bid["id"]])
+    # 漏掉的 BFD 是 ★ 条款：默认接受下不报致命，改为提示级「请人工核对」
+    (f,) = await findings(user, run["id"])
+    assert f["type"] == "manual_review" and f["severity"] == "hint"
+    assert run["counts"]["fatal"] == 0
--- a/server/tests/test_check_units.py
+++ b/server/tests/test_check_units.py
@@ -131,3 +131,38 @@ def test_implicit_not_found_is_accepted_but_substantive_gets_a_hint() -> None:
    assert results[a].verdict == "implicit_accepted" and findings.spec(results[a], items[a]) is None
    spec = findings.spec(results[b], items[b])
    assert results[b].verdict == "implicit_review" and spec is not None and spec.severity == "hint"
+
+
+def test_presence_names_and_find() -> None:
+    from bid_doctor.check import presence
+
+    assert presence.names("须提供加盖公章的《法定代表人授权委托书》，否则投标无效") == ["法定代表人授权委托书"]
+    assert presence.names("投标人须提交投标函及开标一览表") == ["投标函"]
+    heading = sent(3, "4．法定代表人授权委托书")
+    body = sent(4, "本授权委托书声明：我单位授权……（这是正文里顺带提到的，很长" + "，" * 60 + "）")
+    assert presence.find("法定代表人授权委托书", [body, heading]) is heading
+    assert presence.find("营业执照", [heading]) is None
+
+
+def test_scanned_fallback_turns_missing_evidence_into_a_hint() -> None:
+    from uuid import uuid4
+
+    from bid_doctor.check import applicability
+
+    a, b = uuid4(), uuid4()
+    results = {a: match.Result("not_found", "model"), b: match.Result("not_found", "model")}
+    items = {
+        a: {"categories": ["qualification"], "title": "营业执照"},
+        b: {"categories": ["tech_param"], "title": "内存"},
+    }
+    decisions = {a: applicability.Decision(True, evidence=True), b: applicability.Decision(True)}
+    docs = [match.BidDoc(uuid4(), 1, "资格证明册", [], [12, 13])]
+    match.scanned_fallback(results, items, decisions, docs)
+    spec = findings.spec(results[a], items[a])
+    assert (
+        results[a].verdict == "scanned"
+        and spec is not None
+        and spec.severity == "hint"
+        and "2 页扫描件" in spec.explanation
+    )
+    assert results[b].verdict == "not_found"  # 技术参数不是证明材料，照常报未找到