From ed6a2a907d68b0f48bb1a8af5d55b79317452b40 Mon Sep 17 00:00:00 2001
From: YANG JIANKUAN <timyih@icloud.com>
Date: Wed, 4 Nov 2026 23:46:07 +0800
Subject: [PATCH] =?UTF-8?q?feat(project):=20=E9=A1=B9=E7=9B=AE=E5=9F=BA?=
 =?UTF-8?q?=E6=9C=AC=E4=BF=A1=E6=81=AF=E4=BF=AE=E6=94=B9=E5=92=8C=E5=88=86?=
 =?UTF-8?q?=E5=8C=85=E9=80=89=E6=8B=A9=EF=BC=88FR-M2-03=E3=80=8104?=
 =?UTF-8?q?=EF=BC=89?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- 字段修改：人工值优先、撤销恢复 AI 值、按字段校验（金额可写「286万」，按元存）、
  冗余列同步、审计留痕、只读项目 409；关键日期显示改后的投标截止时间
- 分包：增删改、选包（至少一个）、一键「不分包」；删包时条目归为通用，删到一个不剩回到不分包
- 清单列表 lot_scope 默认只列通用 + 所投的包，响应带 hidden_count
- 检查记下当时用的项目依据（截止时间、限价、所投的包、法律体系）：报告按它写，
  之后改了信息检查结果接口给 basis_changed，查标页提示重新检查
- 前端：概览标签页（项目要点、采购包、关键日期）、字段修改对话框、选包页和手工调整；
  解析完识别到多个包时进选包页；读标页清单范围和所属采购包；查标页写明查哪几个包
- 决策 PI1–PI7；方案和落地记录 docs/architecture/project-info-plan.md

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
---
 AGENTS.md                                  |   3 +-
 apps/web/src/components/FieldDialog.vue    | 166 +++++++++
 apps/web/src/components/ItemDialog.vue     |  15 +-
 apps/web/src/components/ProjectHead.vue    |   5 +-
 apps/web/src/lib/keys.ts                   |   1 +
 apps/web/src/lib/labels.ts                 |  53 +++
 apps/web/src/lib/queries.ts                |  23 +-
 apps/web/src/pages/BidCheckPage.vue        |   4 +
 apps/web/src/pages/ChecklistPage.vue       |  31 +-
 apps/web/src/pages/LotsPage.vue            | 369 +++++++++++++++++++++
 apps/web/src/pages/OverviewPage.vue        | 267 +++++++++++++++
 apps/web/src/pages/ParsePage.vue           |   4 +-
 apps/web/src/pages/ResultsPage.vue         |   6 +
 apps/web/src/router.ts                     |  12 +
 docs/architecture/api-design.md            |   4 +-
 docs/architecture/openapi.yaml             |  56 +++-
 docs/architecture/project-info-plan.md     | 128 +++++++
 docs/decisions.md                          |  16 +
 packages/api-client/src/schema.d.ts        |  80 ++++-
 server/src/bid_doctor/check/runner.py      |   3 +-
 server/src/bid_doctor/check/service.py     |   8 +
 server/src/bid_doctor/checklist/api.py     |   9 +-
 server/src/bid_doctor/checklist/service.py |   1 +
 server/src/bid_doctor/project/api.py       |  94 +++++-
 server/src/bid_doctor/project/edit.py      | 293 ++++++++++++++++
 server/src/bid_doctor/project/service.py   |  43 ++-
 server/src/bid_doctor/project/workbench.py |  15 +-
 server/src/bid_doctor/report/service.py    |   8 +-
 server/tests/test_project_info.py          | 160 +++++++++
 29 files changed, 1834 insertions(+), 43 deletions(-)
 create mode 100644 apps/web/src/components/FieldDialog.vue
 create mode 100644 apps/web/src/pages/LotsPage.vue
 create mode 100644 apps/web/src/pages/OverviewPage.vue
 create mode 100644 docs/architecture/project-info-plan.md
 create mode 100644 server/src/bid_doctor/project/edit.py
 create mode 100644 server/tests/test_project_info.py

diff --git a/AGENTS.md b/AGENTS.md
index a52a34f..d720fa6 100644
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -221,4 +221,5 @@ samples/
 - 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。
 - 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。
 - 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）。
-- 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）。
+- 2026-11-04：项目基本信息修改和分包选择（FR-M2-03、04，`docs/architecture/project-info-plan.md`，PI1–PI7 全部按建议确认）。新增「概览」标签页（项目要点可改、带出处、可恢复 AI 值；采购包；关键日期）和选包页（手工调整、一键「不分包」）；清单默认只列通用 + 所投的包；检查记下当时用的截止时间、限价、所投的包、法律体系，报告按它写，之后改了信息查标页提示重新检查。样本里分包识别对的只有 S10（S06 把分项认成 5 个包，S01、S08 单包写了包号），改进分包抽取记进读标专项。
+- 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：补遗追加（FR-M2-10，含补遗带来的新值确认）、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、概览页的检查记录和文件卡）、M6 剩下的 P0（额度流水、套餐开通、数据删除、运营后台）。
diff --git a/apps/web/src/components/FieldDialog.vue b/apps/web/src/components/FieldDialog.vue
new file mode 100644
index 0000000..32ed190
--- /dev/null
+++ b/apps/web/src/components/FieldDialog.vue
@@ -0,0 +1,166 @@
+<script setup lang="ts">
+/**
+ * 修改项目基本信息的一个字段（FR-M2-03，project-info-plan §2）。按字段类型给输入控件；人工值优先，可以恢复 AI 值。
+ * 金额可写「286万」「2,860,000」，服务端换成元（PI7）；投标截止时间按北京时间录入。修改留痕（审计）。
+ */
+import { unwrap, type Schemas } from "@bid-doctor/api-client";
+import { X } from "@lucide/vue";
+import { DialogClose, DialogContent, DialogOverlay, DialogPortal, DialogRoot, DialogTitle } from "reka-ui";
+import { computed, ref, watch } from "vue";
+import { api, errorTitle, isApiError } from "@/lib/api";
+import { BOOL_FIELDS, FIELD_LABEL, fieldText, LEGAL_REGIME, MONEY_FIELDS, parseDay } from "@/lib/labels";
+import type { ProjectField } from "@/lib/queries";
+
+type Key = Schemas["ProjectFieldKey"];
+const props = defineProps<{ projectId: string; fieldKey: Key | null; field: ProjectField | null }>();
+const open = defineModel<boolean>("open", { required: true });
+const emit = defineEmits<{ saved: [f: ProjectField, restored: boolean] }>();
+
+const text = ref("");
+const flag = ref<boolean | null>(null);
+const day = ref("");
+const time = ref("");
+const err = ref("");
+const busy = ref(false);
+
+const key = computed(() => props.fieldKey);
+const kind = computed(() =>
+  !key.value ? "text" : MONEY_FIELDS.has(key.value) ? "money" : BOOL_FIELDS.has(key.value) ? "bool" : key.value === "legal_regime" ? "regime" : key.value === "deadline_at" ? "time" : "text",
+);
+const canRestore = computed(() => props.field?.source === "human" && props.field.ai_value != null);
+
+/** 时间按北京时间拆成日期和时分 */
+function splitTime(iso: string): [string, string] {
+  const fmt = new Intl.DateTimeFormat("en-CA", { timeZone: "Asia/Shanghai", year: "numeric", month: "2-digit", day: "2-digit", hour: "2-digit", minute: "2-digit", hour12: false });
+  const parts = Object.fromEntries(fmt.formatToParts(new Date(iso)).map((x) => [x.type, x.value]));
+  return [`${parts.year}-${parts.month}-${parts.day}`, `${parts.hour === "24" ? "00" : parts.hour}:${parts.minute}`];
+}
+
+watch(open, (v) => {
+  if (!v) return;
+  const val = props.field?.value;
+  err.value = "";
+  text.value = kind.value === "money" && val != null ? String(val) : typeof val === "string" ? val : kind.value === "regime" ? "unknown" : "";
+  flag.value = typeof val === "boolean" ? val : null;
+  [day.value, time.value] = kind.value === "time" && typeof val === "string" ? splitTime(val) : ["", "09:30"];
+});
+
+function value(): string | boolean | null | undefined {
+  if (kind.value === "bool") return flag.value;
+  if (kind.value === "time") {
+    const d = parseDay(day.value);
+    const m = /^(\d{1,2})[:：](\d{2})$/.exec(time.value.trim());
+    if (!d || !m || Number(m[1]) > 23 || Number(m[2]) > 59) {
+      err.value = "请填日期和时间，例如：2026-11-20 和 09:30";
+      return undefined;
+    }
+    return `${d}T${m[1]!.padStart(2, "0")}:${m[2]}:00+08:00`;
+  }
+  const t = text.value.trim();
+  if (key.value === "name" && !t) {
+    err.value = "项目名称不能为空";
+    return undefined;
+  }
+  return t || null;
+}
+
+async function save(restore = false) {
+  if (!key.value || busy.value) return;
+  const v = restore ? null : value();
+  if (v === undefined) return;
+  busy.value = true;
+  err.value = "";
+  try {
+    const f = await unwrap(
+      api.PUT("/projects/{project_id}/fields/{field_key}", { params: { path: { project_id: props.projectId, field_key: key.value } }, body: { value: v } }),
+    );
+    emit("saved", f, restore);
+    open.value = false;
+  } catch (e) {
+    const detail = isApiError(e, "validation_failed") ? (e.problem as { errors?: { message: string }[] }).errors?.[0]?.message : undefined;
+    err.value = detail ?? errorTitle(e);
+  } finally {
+    busy.value = false;
+  }
+}
+</script>
+
+<template>
+  <DialogRoot v-model:open="open">
+    <DialogPortal>
+      <DialogOverlay class="scrim">
+        <DialogContent class="dialog" :aria-describedby="undefined">
+          <DialogTitle as="h2">修改{{ fieldKey ? FIELD_LABEL[fieldKey] : "" }}</DialogTitle>
+          <DialogClose class="icon-btn sm x" aria-label="关闭"><X class="ic" :stroke-width="1.5" /></DialogClose>
+          <form class="body" novalidate @submit.prevent="save()">
+            <div v-if="kind === 'text'" class="field fill">
+              <label for="fd-text">{{ fieldKey ? FIELD_LABEL[fieldKey] : "" }}</label>
+              <input id="fd-text" v-model="text" class="input" maxlength="500" autocomplete="off" />
+            </div>
+            <div v-else-if="kind === 'money'" class="field fill">
+              <label for="fd-money">{{ fieldKey ? FIELD_LABEL[fieldKey] : "" }}</label>
+              <input id="fd-money" v-model="text" class="input num" placeholder="例如：2,860,000 或 286万" autocomplete="off" />
+              <span class="msg">按招标文件原文填写，存成元；留空表示没写明</span>
+            </div>
+            <div v-else-if="kind === 'regime'" class="field fill">
+              <label for="fd-regime">法律体系</label>
+              <select id="fd-regime" v-model="text" class="input">
+                <option v-for="(label, v) in LEGAL_REGIME" :key="v" :value="v">{{ label }}</option>
+              </select>
+              <span class="msg">决定查标用「投标无效」还是「否决投标」的口径</span>
+            </div>
+            <div v-else-if="kind === 'bool'" class="field fill">
+              <label>{{ fieldKey ? FIELD_LABEL[fieldKey] : "" }}</label>
+              <div class="seg" role="group" :aria-label="fieldKey ? FIELD_LABEL[fieldKey] : ''">
+                <button type="button" :aria-pressed="flag === true" @click="flag = true">是</button>
+                <button type="button" :aria-pressed="flag === false" @click="flag = false">否</button>
+                <button type="button" :aria-pressed="flag === null" @click="flag = null">没写明</button>
+              </div>
+            </div>
+            <div v-else class="field fill">
+              <label for="fd-day">投标截止时间（北京时间）</label>
+              <div class="dt-row">
+                <input id="fd-day" v-model="day" class="input num" placeholder="例如：2026-11-20" autocomplete="off" @blur="day = parseDay(day) || day" />
+                <input v-model="time" class="input num" aria-label="时分" placeholder="09:30" autocomplete="off" />
+              </div>
+              <span class="msg">查标按它核对证书有效期和落款日期，改了以后重新检查才生效</span>
+            </div>
+            <p v-if="field && field.ai_value != null" class="cap muted ai">
+              AI 提取：{{ fieldText(field.key, field.ai_value) }}<template v-if="field.citation">（{{ field.citation.document_label }} 第 <span class="fig">{{ field.citation.page_no }}</span> 页）</template>
+            </p>
+            <p v-if="err" class="hint-warn" role="alert"><span class="ico w" aria-hidden="true">!</span>{{ err }}</p>
+            <div class="foot">
+              <button v-if="canRestore" type="button" class="btn text left" :disabled="busy" @click="save(true)">恢复 AI 值</button>
+              <span v-else class="cap muted left">修改会留痕</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</span><span class="busy">正在保存…</span>
+              </button>
+            </div>
+          </form>
+        </DialogContent>
+      </DialogOverlay>
+    </DialogPortal>
+  </DialogRoot>
+</template>
+
+<style scoped>
+.dt-row {
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) 96px;
+  gap: var(--sp-2);
+}
+.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);
+}
+.ai,
+.hint-warn {
+  margin: var(--sp-4) 0 0;
+}
+</style>
diff --git a/apps/web/src/components/ItemDialog.vue b/apps/web/src/components/ItemDialog.vue
index 226bc48..fdd0860 100644
--- a/apps/web/src/components/ItemDialog.vue
+++ b/apps/web/src/components/ItemDialog.vue
@@ -12,13 +12,14 @@ import { computed, ref, watch } from "vue";
 import { errorTitle, isApiError } from "@/lib/api";
 import type { ItemFields } from "@/lib/checklistOps";
 import { category, CATEGORY_ORDER, IMPORTANCE_MARK, IMPORTANCE_NAME } from "@/lib/labels";
-import type { ChecklistItem } from "@/lib/queries";
+import type { ChecklistItem, Lot } from "@/lib/queries";
 
 type Mode = "edit" | "accept" | "create";
 type Cat = ChecklistItem["categories"][number];
 type Imp = ChecklistItem["importance"];
 
-const props = defineProps<{ mode: Mode; item?: ChecklistItem | null; defaultCategory?: Cat }>();
+/** lots：项目的分包（不含默认包）；有 2 个及以上时可以改条目归属哪个包（FR-M2-04） */
+const props = defineProps<{ mode: Mode; item?: ChecklistItem | null; defaultCategory?: Cat; lots?: Lot[] }>();
 const open = defineModel<boolean>("open", { required: true });
 const emit = defineEmits<{
   /** 提交：changes 只含改过的字段；ack = 人工确认、无出处 */
@@ -32,6 +33,7 @@ const cats = ref<Cat[]>([]);
 const imp = ref<Imp>("normal");
 const evidence = ref("");
 const reqText = ref("");
+const lotId = ref<string | null>(null);
 const ack = ref(false);
 const busy = ref(false);
 const err = ref("");
@@ -46,6 +48,7 @@ watch(open, (v) => {
   imp.value = i?.importance ?? "normal";
   evidence.value = i?.evidence_required ?? "";
   reqText.value = i?.requirement_text ?? "";
+  lotId.value = i?.lot_id ?? null;
   ack.value = false;
   err.value = titleErr.value = catErr.value = "";
 });
@@ -75,6 +78,7 @@ function changes(): ItemFields {
   if (!i || imp.value !== i.importance) out.importance = imp.value;
   const ev = evidence.value.trim() || null;
   if (ev !== (i?.evidence_required ?? null)) out.evidence_required = ev;
+  if ((props.lots?.length ?? 0) > 1 && lotId.value !== (i?.lot_id ?? null)) out.lot_id = lotId.value;
   const rt = reqText.value.trim() || null;
   if (reqEditable.value && rt !== (i?.requirement_text ?? null)) out.requirement_text = rt;
   return out;
@@ -129,6 +133,13 @@ function submit() {
               </div>
               <span v-if="imp === 'substantive'" class="msg">★ 条款不满足就会被判无效，已同时归在「无效条款」</span>
             </div>
+            <div v-if="(lots?.length ?? 0) > 1" class="field fill">
+              <label for="it-lot">所属采购包</label>
+              <select id="it-lot" v-model="lotId" class="input">
+                <option :value="null">各包通用</option>
+                <option v-for="l in lots" :key="l.id" :value="l.id">采购包 {{ l.lot_no }}<template v-if="l.name"> · {{ l.name }}</template></option>
+              </select>
+            </div>
             <div class="field fill">
               <label for="it-ev">证明材料 <small>（选填）</small></label>
               <input id="it-ev" v-model="evidence" class="input" placeholder="如「提供营业执照副本复印件并加盖公章」" />
diff --git a/apps/web/src/components/ProjectHead.vue b/apps/web/src/components/ProjectHead.vue
index 38ddf10..51b6407 100644
--- a/apps/web/src/components/ProjectHead.vue
+++ b/apps/web/src/components/ProjectHead.vue
@@ -1,6 +1,6 @@
 <script setup lang="ts">
 /**
- * 项目头（原型的 projHead）：项目名、采购人等、投标截止、状态和就绪；下面是「读标 / 查标」标签页。
+ * 项目头（原型的 projHead）：项目名、采购人等、投标截止、状态和就绪；下面是「概览 / 读标 / 查标 / 报告」标签页。
  * 就绪只在「已检查」时显示（G7），只表示致命问题都已处理，不代表投标文件没有问题（READY_TIP）。
  * 状态操作（FR-M6-02）：递交 / 撤销递交 / 归档 / 撤销归档。致命问题没处理完也可以递交（红线 4），确认框里说明；
  * 递交后项目只读，可以撤销，都留痕。
@@ -16,7 +16,7 @@ import { deadline, legalRegime, projectStatus, READY_TIP } from "@/lib/labels";
 import type { ProjectDetail } from "@/lib/queries";
 import { toast } from "@/lib/toast";
 
-const props = defineProps<{ project?: ProjectDetail; tab: "checklist" | "check" | "report" }>();
+const props = defineProps<{ project?: ProjectDetail; tab: "overview" | "checklist" | "check" | "report" }>();
 const qc = useQueryClient();
 const p = computed(() => props.project);
 const meta = computed(() =>
@@ -96,6 +96,7 @@ const checkTo = computed(() =>
       </dl>
     </div>
     <nav class="tabs" aria-label="项目">
+      <RouterLink v-if="p" role="tab" :aria-selected="tab === 'overview'" :to="{ name: 'overview', params: { projectId: p.id } }">概览</RouterLink>
       <RouterLink v-if="p" role="tab" :aria-selected="tab === 'checklist'" :to="{ name: 'checklist', params: { projectId: p.id } }">读标</RouterLink>
       <RouterLink v-if="p" role="tab" :aria-selected="tab === 'check'" :to="checkTo">查标</RouterLink>
       <RouterLink v-if="p" role="tab" :aria-selected="tab === 'report'" :to="{ name: 'report', params: { projectId: p.id } }">报告</RouterLink>
diff --git a/apps/web/src/lib/keys.ts b/apps/web/src/lib/keys.ts
index 1dc2385..b8e2b0a 100644
--- a/apps/web/src/lib/keys.ts
+++ b/apps/web/src/lib/keys.ts
@@ -18,4 +18,5 @@ export const qk = {
   reports: (projectId: string) => ["reports", projectId] as const,
   itemResults: (runId: string) => ["item-results", runId] as const,
   qualifications: ["qualifications"] as const,
+  lots: (projectId: string) => ["lots", projectId] as const,
 };
diff --git a/apps/web/src/lib/labels.ts b/apps/web/src/lib/labels.ts
index c504f58..e8ca972 100644
--- a/apps/web/src/lib/labels.ts
+++ b/apps/web/src/lib/labels.ts
@@ -196,6 +196,44 @@ export const QUALIFICATION_KIND: Dict<Schemas["QualificationKind"]> = {
 };
 export const qualificationKind = (s: string) => pick(QUALIFICATION_KIND, s);
 
+/* ---------- 项目基本信息（FR-M2-03） ---------- */
+export const FIELD_LABEL: Dict<Schemas["ProjectFieldKey"]> = {
+  name: "项目名称",
+  code: "项目编号",
+  purchaser: "采购人 / 招标人",
+  agency: "代理机构",
+  procurement_method: "采购方式",
+  legal_regime: "法律体系",
+  budget_total: "预算金额",
+  ceiling_total: "最高限价",
+  eval_method: "评标方法",
+  accept_consortium: "接受联合体",
+  accept_imported: "接受进口产品",
+  sme_only: "专门面向中小企业",
+  deadline_at: "投标截止时间",
+};
+export const FIELD_ORDER = Object.keys(FIELD_LABEL) as Schemas["ProjectFieldKey"][];
+export const MONEY_FIELDS: ReadonlySet<string> = new Set(["budget_total", "ceiling_total"]);
+export const BOOL_FIELDS: ReadonlySet<string> = new Set(["accept_consortium", "accept_imported", "sme_only"]);
+
+/** 金额（元，字符串）显示成「286.00 万元」；不到一万的写元。数字来自招标文件原文，不是报价建议（红线 6） */
+export function fmtYuan(v: string | null | undefined): string {
+  if (v == null || v === "") return "";
+  const n = Number(v);
+  if (!Number.isFinite(n)) return v;
+  return n >= 10000 ? `${(n / 10000).toLocaleString("zh-CN", { minimumFractionDigits: 2, maximumFractionDigits: 2 })} 万元` : `${n.toLocaleString("zh-CN")} 元`;
+}
+
+/** 字段值的显示文字；没有值时为空串 */
+export function fieldText(key: string, v: unknown): string {
+  if (v == null || v === "") return "";
+  if (MONEY_FIELDS.has(key)) return fmtYuan(String(v));
+  if (BOOL_FIELDS.has(key)) return v ? "是" : "否";
+  if (key === "legal_regime") return legalRegime(String(v));
+  if (key === "deadline_at") return fmtDateTimeFull(String(v));
+  return String(v);
+}
+
 /* ---------- 时间 ---------- */
 const pad = (n: number) => String(n).padStart(2, "0");
 export const fmtDate = (d: Date) => `${d.getMonth() + 1}月${d.getDate()}日`;
@@ -228,6 +266,21 @@ export function parseDay(text: string): string | null {
   if (dt.getUTCFullYear() !== y || dt.getUTCMonth() !== mo - 1 || dt.getUTCDate() !== d) return null;
   return `${y}-${pad(mo)}-${pad(d)}`;
 }
+/** 完整的日期时间：「2026年11月20日 09:30」（北京时间） */
+export function fmtDateTimeFull(iso: string): string {
+  const d = new Date(iso);
+  const parts = new Intl.DateTimeFormat("zh-CN", {
+    timeZone: "Asia/Shanghai",
+    year: "numeric",
+    month: "numeric",
+    day: "numeric",
+    hour: "2-digit",
+    minute: "2-digit",
+    hour12: false,
+  }).formatToParts(d);
+  const get = (t: string) => parts.find((x) => x.type === t)?.value ?? "";
+  return `${get("year")}年${get("month")}月${get("day")}日 ${get("hour")}:${get("minute")}`;
+}
 export const fmtDuration = (ms: number) => {
   const s = Math.max(0, Math.round(ms / 1000));
   return { min: Math.floor(s / 60), sec: pad(s % 60) };
diff --git a/apps/web/src/lib/queries.ts b/apps/web/src/lib/queries.ts
index b610382..4bd7b53 100644
--- a/apps/web/src/lib/queries.ts
+++ b/apps/web/src/lib/queries.ts
@@ -27,6 +27,8 @@ export type Finding = Schemas["Finding"];
 export type CheckItemResult = Schemas["CheckItemResult"];
 export type ManualCheck = Schemas["ManualCheck"];
 export type Qualification = Schemas["Qualification"];
+export type Lot = Schemas["Lot"];
+export type ProjectField = Schemas["ProjectField"];
 
 export const fetchMe = () => unwrap(api.GET("/me"));
 
@@ -87,13 +89,16 @@ export function useChecklist(projectId: MaybeRefOrGetter<string>) {
   });
 }
 
-export function useChecklistItems(projectId: MaybeRefOrGetter<string>) {
+/** 清单项。scope：bidding = 通用 + 所投的包（默认，FR-M2-04），all = 全部；hidden_count 是没列出的条数 */
+export function useChecklistItems(projectId: MaybeRefOrGetter<string>, scope: MaybeRefOrGetter<"bidding" | "all"> = "bidding") {
   return useQuery({
-    queryKey: computed(() => qk.checklistItems(toValue(projectId))),
+    queryKey: computed(() => [...qk.checklistItems(toValue(projectId)), toValue(scope)] as const),
     queryFn: () =>
-      unwrap(api.GET("/projects/{project_id}/checklist/items", { params: { path: { project_id: toValue(projectId) } } })) as Promise<{
-        items: ChecklistItem[];
-      }>,
+      unwrap(
+        api.GET("/projects/{project_id}/checklist/items", {
+          params: { path: { project_id: toValue(projectId) }, query: { lot_scope: toValue(scope) } },
+        }),
+      ) as Promise<{ items: ChecklistItem[]; hidden_count: number }>,
   });
 }
 
@@ -147,3 +152,11 @@ export function useFindings(runId: MaybeRefOrGetter<string>, enabled: MaybeRefOr
 export function useQualifications() {
   return useQuery({ queryKey: qk.qualifications, queryFn: () => unwrap(api.GET("/qualifications")) });
 }
+
+/** 分包（含默认包；界面上不显示默认包） */
+export function useLots(projectId: MaybeRefOrGetter<string>) {
+  return useQuery({
+    queryKey: computed(() => qk.lots(toValue(projectId))),
+    queryFn: () => unwrap(api.GET("/projects/{project_id}/lots", { params: { path: { project_id: toValue(projectId) } } })),
+  });
+}
diff --git a/apps/web/src/pages/BidCheckPage.vue b/apps/web/src/pages/BidCheckPage.vue
index 452ffeb..ef2a52b 100644
--- a/apps/web/src/pages/BidCheckPage.vue
+++ b/apps/web/src/pages/BidCheckPage.vue
@@ -209,6 +209,10 @@ async function start() {
           </div>
         </fieldset>
 
+        <p v-if="project.data.value?.bidding_lots?.length" class="cap muted lots-line">
+          本次查：通用条目 + {{ project.data.value.bidding_lots.map((n) => `采购包 ${n}`).join("、") }}
+          <RouterLink class="lnk" :to="{ name: 'lots', params: { projectId } }">更改所投的包</RouterLink>
+        </p>
         <div v-if="startErr" class="alert warn" role="alert"><span class="ico w" aria-hidden="true">!</span><p>{{ startErr }}</p></div>
       </div>
 
diff --git a/apps/web/src/pages/ChecklistPage.vue b/apps/web/src/pages/ChecklistPage.vue
index 1f28740..65a859f 100644
--- a/apps/web/src/pages/ChecklistPage.vue
+++ b/apps/web/src/pages/ChecklistPage.vue
@@ -25,14 +25,18 @@ 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 { useChecklist, useChecklistItems, useLots, useProject, type ChecklistItem, type Citation, type MarkingRule } from "@/lib/queries";
 import { toast } from "@/lib/toast";
 
 const props = defineProps<{ projectId: string }>();
 
 const project = useProject(() => props.projectId);
 const checklist = useChecklist(() => props.projectId);
-const itemsQ = useChecklistItems(() => props.projectId);
+const lotScope = ref<"bidding" | "all">("bidding"); // 默认只列通用 + 所投的包（FR-M2-04）
+const itemsQ = useChecklistItems(() => props.projectId, lotScope);
+const lotsQ = useLots(() => props.projectId);
+const realLots = computed(() => (lotsQ.data.value?.items ?? []).filter((l) => !l.is_default));
+const biddingNos = computed(() => realLots.value.filter((l) => l.is_bidding).map((l) => `采购包 ${l.lot_no}`));
 const docsQ = useQuery({
   queryKey: computed(() => ["project-documents", props.projectId] as const),
   queryFn: () => unwrap(api.GET("/projects/{project_id}/documents", { params: { path: { project_id: props.projectId } } })),
@@ -290,6 +294,20 @@ onBeforeUnmount(() => window.removeEventListener("keydown", onKey));
       </div>
     </div>
 
+    <div v-if="realLots.length > 1" class="lot-scope" aria-label="清单范围">
+      <span class="cap muted">采购包</span>
+      <template v-if="lotScope === 'bidding'">
+        <span>通用 + {{ biddingNos.join("、") }}</span>
+        <span v-if="itemsQ.data.value?.hidden_count" class="cap muted">· 不投的包隐藏 <span class="fig">{{ itemsQ.data.value.hidden_count }}</span> 条</span>
+        <button v-if="itemsQ.data.value?.hidden_count" type="button" class="lnk cap" @click="lotScope = 'all'">显示全部</button>
+      </template>
+      <template v-else>
+        <span>全部采购包的条目</span>
+        <button type="button" class="lnk cap" @click="lotScope = 'bidding'">只看所投的包</button>
+      </template>
+      <RouterLink v-if="!readOnly" class="lnk cap" :to="{ name: 'lots', params: { projectId } }">更改所投的包</RouterLink>
+    </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">
@@ -455,7 +473,7 @@ onBeforeUnmount(() => window.removeEventListener("keydown", onKey));
   </div>
   </div>
 
-  <ItemDialog v-model:open="dlg.open" :mode="dlg.mode" :item="dlg.item" :default-category="cat !== 'all' && cat !== 'pending' && cat !== 'deleted' ? cat : undefined" @submit="onSubmit" @pick="onDialogPick" />
+  <ItemDialog v-model:open="dlg.open" :mode="dlg.mode" :item="dlg.item" :lots="realLots" :default-category="cat !== 'all' && cat !== 'pending' && cat !== 'deleted' ? cat : undefined" @submit="onSubmit" @pick="onDialogPick" />
   <HistoryDialog v-model:open="hist.open" :item="hist.item" />
   <ConfirmDialog v-model:open="confirmOpen" :title="`确认清单 v${nextVersion}？`" ok-text="确认清单" busy-text="正在确认…" :busy="confirming" @ok="doConfirm">
     <p>确认后，查标以这一版清单为依据。之后再改清单会回到草稿，历史版本保留。</p>
@@ -467,6 +485,13 @@ onBeforeUnmount(() => window.removeEventListener("keydown", onKey));
 </template>
 
 <style scoped>
+.lot-scope {
+  display: flex;
+  flex-wrap: wrap;
+  gap: var(--sp-2);
+  align-items: baseline;
+  margin-bottom: var(--sp-3);
+}
 /* 响应方式（C12）：清单栏下面一行，每类一个选择框 */
 .modes {
   display: flex;
diff --git a/apps/web/src/pages/LotsPage.vue b/apps/web/src/pages/LotsPage.vue
new file mode 100644
index 0000000..e5ef4c6
--- /dev/null
+++ b/apps/web/src/pages/LotsPage.vue
@@ -0,0 +1,369 @@
+<script setup lang="ts">
+/**
+ * 选择要投的包（原型 lots.html，FR-M2-04）：解析完成后识别到 2 个及以上的包时进入；概览和读标页「更改所投的包」也回到这里。
+ * - 清单只保留通用条目和所选包的条目，以后可以改；至少选一个包；
+ * - 识别得不对时手工调整（增删包、改包号 / 名称 / 预算 / 限价），或者一键「这个项目不分包」（PI2）；
+ *   删包时原属这个包的条目归为通用（PI3）；只有 1 个包时按不分包处理（PI4）；
+ * - 限价是招标文件里的原文数字，不是系统给出的报价建议（红线 6）。
+ */
+import { unwrap } from "@bid-doctor/api-client";
+import { Info, Plus, Trash2, X } from "@lucide/vue";
+import { useQueryClient } from "@tanstack/vue-query";
+import { DialogClose, DialogContent, DialogOverlay, DialogPortal, DialogRoot, DialogTitle } from "reka-ui";
+import { computed, ref, watch } from "vue";
+import { useRouter } from "vue-router";
+import ConfirmDialog from "@/components/ConfirmDialog.vue";
+import ProjectHead from "@/components/ProjectHead.vue";
+import { api, errorTitle, isApiError } from "@/lib/api";
+import { useCrumbs } from "@/lib/crumbs";
+import { qk } from "@/lib/keys";
+import { fmtYuan } from "@/lib/labels";
+import { useChecklistItems, useLots, useProject, type Lot } from "@/lib/queries";
+import { toast } from "@/lib/toast";
+
+const props = defineProps<{ projectId: string }>();
+const router = useRouter();
+const qc = useQueryClient();
+const project = useProject(() => props.projectId);
+const lotsQ = useLots(() => props.projectId);
+const itemsQ = useChecklistItems(() => props.projectId, "all");
+const p = computed(() => project.data.value);
+useCrumbs(() => [{ label: "工作台", to: { name: "workbench" } }, { label: p.value?.name ?? "项目", to: { name: "overview", params: { projectId: props.projectId } } }, { label: "选择所投的包" }]);
+
+const readOnly = computed(() => p.value?.status === "submitted" || p.value?.status === "archived");
+const lots = computed(() => (lotsQ.data.value?.items ?? []).filter((l) => !l.is_default));
+const multi = computed(() => lots.value.length > 1);
+/** 正式清单里各包的条目数；通用 = 没有归属的包 */
+const counts = computed(() => {
+  const out = new Map<string | null, number>();
+  for (const i of itemsQ.data.value?.items ?? []) {
+    if (i.zone !== "formal") continue;
+    const k = i.lot_id ?? null;
+    out.set(k, (out.get(k) ?? 0) + 1);
+  }
+  return out;
+});
+const common = computed(() => counts.value.get(null) ?? 0);
+
+const chosen = ref<Set<string>>(new Set());
+watch(
+  lots,
+  (ls) => {
+    chosen.value = new Set(ls.filter((l) => l.is_bidding).map((l) => l.id));
+  },
+  { immediate: true },
+);
+function toggle(id: string, on: boolean) {
+  const s = new Set(chosen.value);
+  if (on) s.add(id);
+  else s.delete(id);
+  chosen.value = s;
+}
+const shown = computed(() => common.value + lots.value.filter((l) => chosen.value.has(l.id)).reduce((a, l) => a + (counts.value.get(l.id) ?? 0), 0));
+const hidden = computed(() => lots.value.filter((l) => !chosen.value.has(l.id)).reduce((a, l) => a + (counts.value.get(l.id) ?? 0), 0));
+
+function refresh() {
+  void qc.invalidateQueries({ queryKey: qk.lots(props.projectId) });
+  void qc.invalidateQueries({ queryKey: qk.project(props.projectId) });
+  void qc.invalidateQueries({ queryKey: qk.projects });
+  void qc.invalidateQueries({ queryKey: qk.checklistItems(props.projectId) });
+}
+
+const saving = ref(false);
+async function saveChoice() {
+  if (!multi.value) {
+    await router.push({ name: "checklist", params: { projectId: props.projectId } });
+    return;
+  }
+  if (!chosen.value.size || saving.value) return;
+  saving.value = true;
+  try {
+    await unwrap(api.PUT("/projects/{project_id}/bidding-lots", { params: { path: { project_id: props.projectId } }, body: { lot_ids: [...chosen.value] } }));
+    refresh();
+    toast(`已选择 ${lots.value.filter((l) => chosen.value.has(l.id)).map((l) => `采购包 ${l.lot_no}`).join("、")}`);
+    await router.push({ name: "checklist", params: { projectId: props.projectId } });
+  } catch (e) {
+    toast(errorTitle(e), { ok: false });
+  } finally {
+    saving.value = false;
+  }
+}
+
+/* ---------- 「这个项目不分包」 ---------- */
+const clearOpen = ref(false);
+const clearing = ref(false);
+async function clearLots() {
+  clearing.value = true;
+  try {
+    await unwrap(api.POST("/projects/{project_id}/lots/clear", { params: { path: { project_id: props.projectId } } }));
+    clearOpen.value = false;
+    refresh();
+    toast("已改为不分包，条目都归为通用");
+  } catch (e) {
+    toast(errorTitle(e), { ok: false });
+  } finally {
+    clearing.value = false;
+  }
+}
+
+/* ---------- 手工调整 ---------- */
+interface Row {
+  id: string | null;
+  lot_no: string;
+  name: string;
+  budget: string;
+  ceiling: string;
+  removed: boolean;
+}
+const fixOpen = ref(false);
+const fixRows = ref<Row[]>([]);
+const fixErr = ref("");
+const fixBusy = ref(false);
+const yuanText = (v: string | null | undefined) => (v ? String(Number(v)) : "");
+function openFix() {
+  fixRows.value = lots.value.map((l) => ({ id: l.id, lot_no: l.lot_no, name: l.name ?? "", budget: yuanText(l.budget_amount), ceiling: yuanText(l.ceiling_amount), removed: false }));
+  if (!fixRows.value.length) addRow();
+  fixErr.value = "";
+  fixOpen.value = true;
+}
+function addRow() {
+  fixRows.value.push({ id: null, lot_no: String(fixRows.value.filter((r) => !r.removed).length + 1), name: "", budget: "", ceiling: "", removed: false });
+}
+const removedItems = computed(() => fixRows.value.filter((r) => r.removed && r.id).reduce((a, r) => a + (counts.value.get(r.id) ?? 0), 0));
+
+async function saveFix() {
+  const live = fixRows.value.filter((r) => !r.removed);
+  const nos = live.map((r) => r.lot_no.trim());
+  if (nos.some((n) => !n)) return (fixErr.value = "包号不能为空");
+  if (new Set(nos).size !== nos.length) return (fixErr.value = "包号不能重复");
+  fixBusy.value = true;
+  fixErr.value = "";
+  const before = new Map(lots.value.map((l) => [l.id, l]));
+  try {
+    // 先删再改再加：改包号时不会和要删的包撞号
+    for (const r of fixRows.value.filter((x) => x.removed && x.id)) {
+      await unwrap(api.DELETE("/lots/{lot_id}", { params: { path: { lot_id: r.id! } } }));
+    }
+    for (const r of live.filter((x) => x.id)) {
+      const old = before.get(r.id!) as Lot;
+      const body: Record<string, string | null> = {};
+      if (r.lot_no.trim() !== old.lot_no) body.lot_no = r.lot_no.trim();
+      if (r.name.trim() !== (old.name ?? "")) body.name = r.name.trim();
+      if (r.budget.trim() !== yuanText(old.budget_amount)) body.budget_amount = r.budget.trim() || null;
+      if (r.ceiling.trim() !== yuanText(old.ceiling_amount)) body.ceiling_amount = r.ceiling.trim() || null;
+      if (Object.keys(body).length) await unwrap(api.PATCH("/lots/{lot_id}", { params: { path: { lot_id: r.id! } }, body }));
+    }
+    for (const r of live.filter((x) => !x.id)) {
+      await unwrap(
+        api.POST("/projects/{project_id}/lots", {
+          params: { path: { project_id: props.projectId } },
+          body: { lot_no: r.lot_no.trim(), name: r.name.trim() || undefined, budget_amount: r.budget.trim() || null, ceiling_amount: r.ceiling.trim() || null },
+        }),
+      );
+    }
+    fixOpen.value = false;
+    toast("已保存分包");
+  } catch (e) {
+    const detail = isApiError(e, "validation_failed") ? (e.problem as { errors?: { message: string }[] }).errors?.[0]?.message : undefined;
+    fixErr.value = detail ?? errorTitle(e);
+  } finally {
+    fixBusy.value = false;
+    refresh();
+  }
+}
+</script>
+
+<template>
+  <ProjectHead :project="p" tab="overview" />
+  <div class="content lots-wrap">
+    <div class="page-title">
+      <div>
+        <h1>选择要投的包</h1>
+        <p v-if="multi">识别到 <span class="fig">{{ lots.length }}</span> 个采购包。清单只保留通用条目和所选包的条目，以后可以改。</p>
+        <p v-else-if="lots.length === 1">只识别到 1 个采购包，按不分包处理：清单里的条目都适用，这个包的限价照用。</p>
+        <p v-else>这个项目不分包，清单里的条目都适用。招标文件分了包而没有识别出来时，可以手工添加。</p>
+      </div>
+    </div>
+
+    <section class="card flush" aria-labelledby="h-lots">
+      <div class="card-h">
+        <h2 id="h-lots">采购包</h2>
+        <span v-if="!readOnly" class="r acts">
+          <button type="button" class="lnk cap" @click="openFix">{{ lots.length ? "识别得不对？手工调整" : "手工添加采购包" }}</button>
+          <button v-if="lots.length" type="button" class="lnk cap" @click="clearOpen = true">这个项目不分包</button>
+        </span>
+      </div>
+      <div class="card-b">
+        <div v-if="lots.length" class="grid" role="group" aria-labelledby="h-lots">
+          <label v-for="l in lots" :key="l.id" class="choice-card" :class="{ single: !multi }">
+            <input v-if="multi" type="checkbox" class="ck" :checked="chosen.has(l.id)" :disabled="readOnly" @change="toggle(l.id, ($event.target as HTMLInputElement).checked)" />
+            <span class="lot-main">
+              <b>采购包 {{ l.lot_no }}<template v-if="l.name"> · {{ l.name }}</template></b>
+              <small>专属条目 <span class="fig">{{ counts.get(l.id) ?? 0 }}</span> 条 · {{ l.origin === "human" ? "人工添加" : l.edited_fields.length ? "AI 识别，已修改" : "AI 识别" }}</small>
+            </span>
+            <span class="money">
+              <small>最高限价</small>
+              <template v-if="l.ceiling_amount">{{ fmtYuan(l.ceiling_amount) }}</template>
+              <span v-else class="muted">未识别</span>
+            </span>
+          </label>
+        </div>
+        <div class="common">
+          <Info class="ic" :stroke-width="1.5" />
+          <p>通用条目 <span class="fig">{{ common }}</span> 条（资格条件、无效情形、递交要求等）所有包都适用，始终保留。限价是招标文件里的原文数字，不是报价建议。</p>
+        </div>
+      </div>
+      <div class="card-f">
+        <span v-if="multi" class="sum" :class="{ warn: !chosen.size }">
+          <template v-if="chosen.size">清单 <span class="fig">{{ shown }}</span> 条：通用 + {{ lots.filter((l) => chosen.has(l.id)).map((l) => `采购包 ${l.lot_no}`).join("、") }}<template v-if="hidden"> · 隐藏 <span class="fig">{{ hidden }}</span> 条</template></template>
+          <template v-else><span class="ico w" aria-hidden="true">!</span> 至少选一个包</template>
+        </span>
+        <div class="r">
+          <button type="button" class="btn primary swap" :class="{ 'is-loading': saving }" :disabled="saving || (multi && !chosen.size) || (multi && readOnly)" @click="saveChoice">
+            <span class="idle">查看清单</span><span class="busy">正在保存…</span>
+          </button>
+        </div>
+      </div>
+    </section>
+  </div>
+
+  <ConfirmDialog v-model:open="clearOpen" title="改为不分包？" ok-text="改为不分包" busy-text="正在保存…" :busy="clearing" @ok="clearLots">
+    <p>删掉所有采购包，原属各包的条目都归为通用，检查时全部要查。把分项、标段说明误识别成包时用这个。修改会留痕。</p>
+  </ConfirmDialog>
+
+  <DialogRoot v-model:open="fixOpen">
+    <DialogPortal>
+      <DialogOverlay class="scrim">
+        <DialogContent class="dialog wide" :aria-describedby="undefined">
+          <DialogTitle as="h2">手工调整分包</DialogTitle>
+          <DialogClose class="icon-btn sm x" aria-label="关闭"><X class="ic" :stroke-width="1.5" /></DialogClose>
+          <form class="body" novalidate @submit.prevent="saveFix">
+            <p class="muted lead">可以增加、删除采购包，改包号、名称、预算和限价。条目归属哪个包，在读标页逐条改。金额可写「286万」或「2,860,000」。</p>
+            <table class="data">
+              <thead><tr><th>包号</th><th>名称</th><th>预算（元）</th><th>最高限价（元）</th><th><span class="vh">删除</span></th></tr></thead>
+              <tbody>
+                <tr v-for="(r, i) in fixRows" v-show="!r.removed" :key="r.id ?? `new-${i}`">
+                  <td class="no"><input v-model="r.lot_no" class="input" maxlength="40" :aria-label="`第 ${i + 1} 行包号`" /></td>
+                  <td><input v-model="r.name" class="input" maxlength="200" :aria-label="`第 ${i + 1} 行名称`" /></td>
+                  <td><input v-model="r.budget" class="input num" :aria-label="`第 ${i + 1} 行预算`" /></td>
+                  <td><input v-model="r.ceiling" class="input num" :aria-label="`第 ${i + 1} 行最高限价`" /></td>
+                  <td><button type="button" class="icon-btn sm" :aria-label="`删除第 ${i + 1} 行`" @click="r.removed = true"><Trash2 class="ic" :stroke-width="1.5" /></button></td>
+                </tr>
+              </tbody>
+            </table>
+            <button type="button" class="btn sm add" @click="addRow"><Plus class="ic" :stroke-width="1.5" />增加一个包</button>
+            <p v-if="removedItems" class="hint-warn"><span class="ico w" aria-hidden="true">!</span>删掉的包里有 <span class="fig">{{ removedItems }}</span> 条清单项，保存后归为通用。</p>
+            <p v-if="!fixRows.some((r) => !r.removed)" class="cap muted">一个包都不留，项目就改为不分包。</p>
+            <p v-if="fixErr" class="hint-warn" role="alert"><span class="ico w" aria-hidden="true">!</span>{{ fixErr }}</p>
+            <div class="foot">
+              <span class="cap muted left">修改会留痕</span>
+              <DialogClose class="btn" type="button" :disabled="fixBusy">取消</DialogClose>
+              <button type="submit" class="btn primary swap" :class="{ 'is-loading': fixBusy }" :disabled="fixBusy">
+                <span class="idle">保存</span><span class="busy">正在保存…</span>
+              </button>
+            </div>
+          </form>
+        </DialogContent>
+      </DialogOverlay>
+    </DialogPortal>
+  </DialogRoot>
+</template>
+
+<style scoped>
+.lots-wrap {
+  max-width: 880px;
+}
+.card-h .r {
+  margin-left: auto;
+}
+.acts {
+  display: flex;
+  gap: var(--sp-4);
+}
+.grid {
+  display: flex;
+  flex-direction: column;
+  gap: var(--sp-2);
+}
+/* 选择卡（原型 app.css 的 .choice-card） */
+.choice-card {
+  display: flex;
+  gap: var(--sp-3);
+  align-items: flex-start;
+  padding: var(--sp-3) var(--sp-4);
+  border: var(--line) solid var(--border-control);
+  border-radius: var(--radius-ctl);
+  background: var(--bg-surface);
+  cursor: pointer;
+}
+.choice-card:hover {
+  background: var(--c-n50);
+}
+.choice-card:has(:checked) {
+  border-color: var(--c-ink);
+  box-shadow: inset 0 0 0 1px var(--c-ink);
+}
+.choice-card.single {
+  cursor: default;
+}
+.choice-card .ck {
+  margin-top: 3px;
+}
+.choice-card .lot-main {
+  flex: 1;
+  min-width: 0;
+}
+.choice-card b {
+  display: block;
+}
+.choice-card small {
+  display: block;
+  color: var(--text-secondary);
+  font-size: var(--fs-caption);
+  line-height: var(--lh-caption);
+}
+.money {
+  text-align: right;
+  white-space: nowrap;
+}
+.common {
+  display: flex;
+  gap: var(--sp-2);
+  align-items: flex-start;
+  margin-top: var(--sp-4);
+  color: var(--text-secondary);
+}
+.common p {
+  margin: 0;
+}
+.card-f {
+  display: flex;
+  align-items: center;
+  gap: var(--sp-4);
+  padding: var(--sp-3) var(--sp-5);
+  border-top: var(--line) solid var(--border-subtle);
+}
+.card-f .r {
+  margin-left: auto;
+}
+.sum.warn {
+  color: var(--warn-text);
+}
+.lead {
+  margin-top: 0;
+}
+.dialog td .input {
+  width: 100%;
+}
+.dialog td.no {
+  width: 88px;
+}
+.input.num {
+  font-family: var(--font-figures);
+  font-variant-numeric: tabular-nums;
+}
+.add,
+.hint-warn {
+  margin-top: var(--sp-3);
+}
+</style>
diff --git a/apps/web/src/pages/OverviewPage.vue b/apps/web/src/pages/OverviewPage.vue
new file mode 100644
index 0000000..9e489a9
--- /dev/null
+++ b/apps/web/src/pages/OverviewPage.vue
@@ -0,0 +1,267 @@
+<script setup lang="ts">
+/**
+ * 项目概览（原型 project.html，PI1）：这一步只做三张卡——项目要点（基本信息字段，带出处，可改、可恢复 AI 值）、
+ * 采购包（所投的包和限价）、关键日期（时间线和倒计时，FR-M2-09）。检查记录、文件、AI 摘要卡留到第 6 步。
+ * 查标按这里的值核对截止时间、限价、法律体系；改了以后重新检查才生效（PI5）。项目已递交、已归档时只读。
+ */
+import type { Schemas } from "@bid-doctor/api-client";
+import { Pencil, X } from "@lucide/vue";
+import { useQueryClient } from "@tanstack/vue-query";
+import { computed, ref } from "vue";
+import { RouterLink } from "vue-router";
+import FieldDialog from "@/components/FieldDialog.vue";
+import PdfViewer, { type ViewerTarget } from "@/components/PdfViewer.vue";
+import ProjectHead from "@/components/ProjectHead.vue";
+import { useCrumbs } from "@/lib/crumbs";
+import { qk } from "@/lib/keys";
+import { deadline, FIELD_LABEL, FIELD_ORDER, fieldText, fmtDateTimeFull, fmtYuan } from "@/lib/labels";
+import { useLots, useProject, type Citation, type ProjectField } from "@/lib/queries";
+import { toast } from "@/lib/toast";
+
+const props = defineProps<{ projectId: string }>();
+const qc = useQueryClient();
+const project = useProject(() => props.projectId);
+const lotsQ = useLots(() => props.projectId);
+const p = computed(() => project.data.value);
+useCrumbs(() => [{ label: "工作台", to: { name: "workbench" } }, { label: p.value?.name ?? "项目" }, { label: "概览" }]);
+
+const readOnly = computed(() => p.value?.status === "submitted" || p.value?.status === "archived");
+const byKey = computed(() => new Map((p.value?.fields ?? []).map((f) => [f.key, f])));
+/** 字段的当前值；没有字段记录的（建项目时填的名称、改过的截止时间等）取项目本身的值 */
+const COLUMN: Partial<Record<string, keyof NonNullable<typeof p.value>>> = {
+  name: "name",
+  code: "code",
+  purchaser: "purchaser",
+  agency: "agency",
+  procurement_method: "procurement_method",
+  deadline_at: "deadline_at",
+};
+const rows = computed(() =>
+  FIELD_ORDER.map((key) => {
+    const f = byKey.value.get(key) ?? null;
+    const col = COLUMN[key];
+    const value = f && f.value != null ? f.value : col && p.value ? (p.value[col] as unknown) : null;
+    return { key, f, value };
+  }),
+);
+const realLots = computed(() => (lotsQ.data.value?.items ?? []).filter((l) => !l.is_default));
+const dates = computed(() => (p.value?.key_dates ?? []).map((d) => ({ ...d, due: deadline(d.at) })));
+
+const dlg = ref<{ open: boolean; key: Schemas["ProjectFieldKey"] | null; field: ProjectField | null }>({ open: false, key: null, field: null });
+function edit(key: Schemas["ProjectFieldKey"], f: ProjectField | null) {
+  dlg.value = { open: true, key, field: f };
+}
+function onSaved(f: ProjectField, restored: boolean) {
+  void qc.invalidateQueries({ queryKey: qk.project(props.projectId) });
+  void qc.invalidateQueries({ queryKey: qk.projects });
+  toast(restored ? `已恢复${FIELD_LABEL[f.key]}的 AI 值` : `已修改${FIELD_LABEL[f.key]}`);
+}
+
+const viewer = ref<{ doc: { id: string; label: string }; target: ViewerTarget & { id: string } } | null>(null);
+function openCitation(c: Citation) {
+  viewer.value = { doc: { id: c.document_id, label: c.document_label }, target: { id: c.id, page: c.page_no, quads: c.quads, sha: c.normalized_sha256 } };
+}
+</script>
+
+<template>
+  <ProjectHead :project="p" tab="overview" />
+  <div class="content ov">
+    <section class="card flush" aria-labelledby="h-facts">
+      <div class="card-h">
+        <h2 id="h-facts">项目要点</h2>
+        <span class="cap muted r">查标按这里的值核对截止时间、限价和法律体系</span>
+      </div>
+      <dl class="facts-list">
+        <div v-for="{ key, f, value } in rows" :key="key" class="frow">
+          <dt>{{ FIELD_LABEL[key] }}</dt>
+          <dd>
+            <span v-if="value != null && value !== ''" :class="{ fig: key === 'deadline_at' }">{{ fieldText(key, value) }}</span>
+            <span v-else class="dash">没写明</span>
+            <span v-if="f?.source === 'human'" class="flag box">已修改</span>
+            <button v-if="f?.citation" type="button" class="cite-src inline" @click="openCitation(f.citation)">
+              第 <span class="fig">{{ f.citation.page_no }}</span> 页
+            </button>
+            <span v-if="f?.pending" class="cap warn-text">补遗带来了新值：{{ fieldText(key, f.pending.value) }}（下一步补遗确认）</span>
+          </dd>
+          <button v-if="!readOnly" type="button" class="icon-btn sm" :aria-label="`修改${FIELD_LABEL[key]}`" @click="edit(key, f ?? { key, value: value as never, source: 'none' })">
+            <Pencil class="ic" :stroke-width="1.5" />
+          </button>
+        </div>
+      </dl>
+    </section>
+
+    <aside class="stack">
+      <section class="card flush" aria-labelledby="h-lots">
+        <div class="card-h">
+          <h3 id="h-lots">采购包</h3>
+          <RouterLink v-if="!readOnly" class="lnk cap r" :to="{ name: 'lots', params: { projectId } }">{{ realLots.length > 1 ? "更改所投的包" : "调整分包" }}</RouterLink>
+        </div>
+        <div class="card-b">
+          <p v-if="!realLots.length" class="cap muted none">不分包：清单里的条目都适用</p>
+          <ul v-else class="lots">
+            <li v-for="l in realLots" :key="l.id" :class="{ off: realLots.length > 1 && !l.is_bidding }">
+              <b>采购包 {{ l.lot_no }}</b>
+              <span v-if="realLots.length > 1" class="tag">{{ l.is_bidding ? "投" : "不投" }}</span>
+              <span v-if="l.name" class="name">{{ l.name }}</span>
+              <span class="cap muted">
+                <template v-if="l.budget_amount">预算 {{ fmtYuan(l.budget_amount) }}</template>
+                <template v-if="l.budget_amount && l.ceiling_amount"> · </template>
+                <template v-if="l.ceiling_amount">最高限价 {{ fmtYuan(l.ceiling_amount) }}</template>
+                <template v-if="l.edited_fields.length"> · 已修改</template>
+              </span>
+            </li>
+          </ul>
+          <p v-if="realLots.length" class="cap muted note">限价是招标文件里的原文数字，不是报价建议。</p>
+        </div>
+      </section>
+
+      <section class="card flush" aria-labelledby="h-dates">
+        <div class="card-h"><h3 id="h-dates">关键日期</h3></div>
+        <div class="card-b">
+          <p v-if="!dates.length" class="cap muted none">招标文件解析后，这里列出投标截止、开标等日期</p>
+          <ol v-else class="timeline">
+            <li v-for="(d, i) in dates" :key="i">
+              <span class="fig when">{{ fmtDateTimeFull(d.at) }}</span>
+              <b>{{ d.label }}</b>
+              <span v-if="d.edited" class="flag box">已修改</span>
+              <span v-if="d.due && d.due.cls !== 'due-past'" class="cap" :class="d.due.cls || 'muted'">{{ d.due.main }}</span>
+            </li>
+          </ol>
+        </div>
+      </section>
+    </aside>
+  </div>
+
+  <FieldDialog v-model:open="dlg.open" :project-id="projectId" :field-key="dlg.key" :field="dlg.field" @saved="onSaved" />
+  <aside v-if="viewer" class="drawer" aria-label="原文">
+    <button type="button" class="icon-btn sm close" aria-label="关闭原文" @click="viewer = null"><X class="ic" :stroke-width="1.5" /></button>
+    <PdfViewer :document-id="viewer.doc.id" :document-label="viewer.doc.label" :target="viewer.target" />
+  </aside>
+</template>
+
+<style scoped>
+/* 主列 + 右侧信息栏（--aside-w），同工作台 */
+.ov {
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) var(--aside-w);
+  gap: var(--gap-card);
+  align-items: start;
+}
+.stack {
+  display: flex;
+  flex-direction: column;
+  gap: var(--gap-card);
+}
+.card-h .r {
+  margin-left: auto;
+}
+.facts-list {
+  margin: 0;
+}
+.frow {
+  display: grid;
+  grid-template-columns: 140px minmax(0, 1fr) auto;
+  gap: var(--sp-4);
+  align-items: center;
+  padding: var(--sp-3) var(--sp-5);
+  border-top: var(--line) solid var(--border-subtle);
+}
+.frow dt {
+  color: var(--text-secondary);
+}
+.frow dd {
+  display: flex;
+  flex-wrap: wrap;
+  gap: var(--sp-2);
+  align-items: baseline;
+  margin: 0;
+}
+.frow .icon-btn {
+  color: var(--text-secondary);
+}
+.frow:hover .icon-btn {
+  color: var(--text-primary);
+}
+.cite-src.inline {
+  display: inline;
+  padding: 0;
+  border: 0;
+  background: none;
+  font: inherit;
+  font-size: var(--fs-caption);
+  color: var(--ai);
+  cursor: pointer;
+}
+.cite-src.inline:hover {
+  text-decoration: underline;
+  text-underline-offset: 3px;
+}
+.warn-text {
+  color: var(--warn-text);
+}
+.none,
+.note {
+  margin: 0;
+}
+.note {
+  margin-top: var(--sp-3);
+}
+.lots,
+.timeline {
+  margin: 0;
+  padding: 0;
+  list-style: none;
+}
+.lots li {
+  display: flex;
+  flex-wrap: wrap;
+  gap: var(--sp-1) var(--sp-2);
+  align-items: baseline;
+  padding: var(--sp-2) 0;
+}
+.lots li + li {
+  border-top: var(--line) solid var(--border-subtle);
+}
+.lots li.off {
+  color: var(--text-secondary);
+}
+.lots .name {
+  flex-basis: 100%;
+}
+.lots .cap {
+  flex-basis: 100%;
+}
+.timeline li {
+  display: flex;
+  flex-wrap: wrap;
+  gap: var(--sp-1) var(--sp-2);
+  align-items: baseline;
+  padding: var(--sp-2) 0;
+}
+.timeline .when {
+  flex-basis: 100%;
+  font-size: var(--fs-figure-sm);
+}
+.drawer {
+  position: fixed;
+  top: 0;
+  right: 0;
+  bottom: 0;
+  z-index: 40;
+  display: flex;
+  width: min(640px, 50vw);
+  background: var(--bg-surface);
+  box-shadow: var(--shadow-overlay);
+}
+.drawer > :deep(*:last-child) {
+  flex: 1;
+  min-width: 0;
+}
+.drawer .close {
+  position: absolute;
+  top: var(--sp-3);
+  left: calc(-1 * var(--sp-8));
+  background: var(--bg-surface);
+  box-shadow: var(--shadow-overlay);
+}
+</style>
diff --git a/apps/web/src/pages/ParsePage.vue b/apps/web/src/pages/ParsePage.vue
index 0798845..f43768c 100644
--- a/apps/web/src/pages/ParsePage.vue
+++ b/apps/web/src/pages/ParsePage.vue
@@ -190,7 +190,9 @@ const result = computed(() => j.value?.result ?? null);
           <span class="r"><RouterLink class="btn sm" :to="{ name: 'workbench' }">回工作台，完成后通知我</RouterLink></span>
         </template>
         <template v-else-if="status === 'succeeded'">
-          <RouterLink class="btn primary" :to="{ name: 'checklist', params: { projectId } }">查看检查清单</RouterLink>
+          <!-- 识别到 2 个及以上的包时先选包（FR-M2-04）；只有 1 个包按不分包处理（PI4） -->
+          <RouterLink v-if="(result?.lots_found ?? 0) > 1" class="btn primary" :to="{ name: 'lots', params: { projectId } }">选择要投的包</RouterLink>
+          <RouterLink v-else class="btn primary" :to="{ name: 'checklist', params: { projectId } }">查看检查清单</RouterLink>
           <span class="r"><span class="cost">已结算 <span class="fig">1</span> 次解析 · {{ j.finished_at ? fmtDateTime(j.finished_at) : "" }}</span></span>
         </template>
         <template v-else>
diff --git a/apps/web/src/pages/ResultsPage.vue b/apps/web/src/pages/ResultsPage.vue
index 8b7c9f8..19401f0 100644
--- a/apps/web/src/pages/ResultsPage.vue
+++ b/apps/web/src/pages/ResultsPage.vue
@@ -226,6 +226,12 @@ const errorText = computed(() => {
         </div>
       </div>
       <div v-if="!run.is_latest" class="alert warn" role="note"><span class="ico w" aria-hidden="true">!</span><p>这是历史检查，只能查看。</p></div>
+      <!-- PI5：检查之后改了截止时间、限价、所投的包或法律体系；不自动重新检查（可能扣点，由用户决定） -->
+      <div v-else-if="run.basis_changed" class="alert warn" role="note">
+        <span class="ico w" aria-hidden="true">!</span>
+        <p>项目信息（截止时间、限价、所投的包或法律体系）在这次检查之后改过，这次的结果按检查时的值，重新检查后生效。</p>
+        <RouterLink class="btn sm" :to="{ name: 'bid-check', params: { projectId } }">重新检查</RouterLink>
+      </div>
 
       <section v-if="run.coverage" class="card coverage" aria-labelledby="h-cov">
         <h2 id="h-cov" class="vh">检查覆盖范围</h2>
diff --git a/apps/web/src/router.ts b/apps/web/src/router.ts
index 28ca9d0..7d2e15e 100644
--- a/apps/web/src/router.ts
+++ b/apps/web/src/router.ts
@@ -31,6 +31,18 @@ export const router = createRouter({
           component: () => import("@/pages/ParsePage.vue"),
           props: true,
         },
+        {
+          path: "projects/:projectId",
+          name: "overview",
+          component: () => import("@/pages/OverviewPage.vue"),
+          props: true,
+        },
+        {
+          path: "projects/:projectId/lots",
+          name: "lots",
+          component: () => import("@/pages/LotsPage.vue"),
+          props: true,
+        },
         {
           path: "projects/:projectId/checklist",
           name: "checklist",
diff --git a/docs/architecture/api-design.md b/docs/architecture/api-design.md
index 617d2b3..17276e7 100644
--- a/docs/architecture/api-design.md
+++ b/docs/architecture/api-design.md
@@ -188,9 +188,9 @@
 |---|---|---|
 | 登录与账号 | 发验证码、注册、登录（含挤下线确认）、退出、`GET /me` | 修改显示名、在线会话列表和下线、注销账号 |
 | 额度与套餐 | `GET /plans`、`GET /quota` | 额度流水、开通申请 |
-| 项目 | 列表（不含筛选和分页）、新建、详情（含解析出的基本信息字段和关键日期） | 基本信息字段修改与补遗确认、状态变更、删除、分包的增删改和选包 |
+| 项目 | 列表（不含筛选和分页）、新建、详情（含解析出的基本信息字段和关键日期）、状态变更、基本信息字段修改、分包的增删改、「不分包」和选包 | 补遗确认、删除 |
 | 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） |
+| 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、所投的包筛选，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） |
 | 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 | 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 |
diff --git a/docs/architecture/openapi.yaml b/docs/architecture/openapi.yaml
index e222054..f3354ce 100644
--- a/docs/architecture/openapi.yaml
+++ b/docs/architecture/openapi.yaml
@@ -573,6 +573,28 @@ paths:
                     items: { $ref: '#/components/schemas/Lot' }
         '409': { $ref: '#/components/responses/ProjectReadOnly' }
 
+  /projects/{project_id}/lots/clear:
+    parameters:
+      - $ref: '#/components/parameters/ProjectId'
+    post:
+      tags: [projects]
+      operationId: clearLots
+      summary: 这个项目不分包（PI2）
+      description: 删掉所有包，清单项都归为各包通用，建回默认包。用于把分项误识别成包等情况。
+      responses:
+        '200':
+          description: OK
+          content:
+            application/json:
+              schema:
+                type: object
+                required: [items]
+                properties:
+                  items:
+                    type: array
+                    items: { $ref: '#/components/schemas/Lot' }
+        '409': { $ref: '#/components/responses/ProjectReadOnly' }
+
   /lots/{lot_id}:
     parameters:
       - name: lot_id
@@ -599,12 +621,11 @@ paths:
     delete:
       tags: [projects]
       operationId: deleteLot
-      summary: 删除分包（原属这个包的清单项变为各包通用）
+      summary: 删除分包（原属这个包的清单项变为各包通用，PI3）
+      description: 删掉最后一个包时项目回到「不分包」（自动建回默认包，PI2）。
       responses:
         '204': { description: 已删除 }
-        '409':
-          description: '`last_lot`：至少保留一个包；或 `project_read_only`'
-          content: { application/problem+json: { schema: { $ref: '#/components/schemas/Problem' } } }
+        '409': { $ref: '#/components/responses/ProjectReadOnly' }
 
   # ------------------------------------------------------------------ uploads
   /uploads:
@@ -965,11 +986,12 @@ paths:
             application/json:
               schema:
                 type: object
-                required: [items]
+                required: [items, hidden_count]
                 properties:
                   items:
                     type: array
                     items: { $ref: '#/components/schemas/ChecklistItem' }
+                  hidden_count: { type: integer, description: '`lot_scope = bidding` 时不在所投包里、没列出的条数' }
     post:
       tags: [checklist]
       operationId: createChecklistItem
@@ -2229,9 +2251,15 @@ components:
                 type: object
                 required: [item_id, label, at]
                 properties:
-                  item_id: { $ref: '#/components/schemas/Id' }
+                  item_id:
+                    oneOf:
+                      - $ref: '#/components/schemas/Id'
+                      - type: 'null'
+                    description: 来自哪条清单项；人工改过的投标截止时间没有对应条目，为 null
                   label: { type: string, examples: [投标截止] }
+                  kind: { type: string, enum: [question_deadline, bid_deadline, opening, deposit_deadline, validity, other] }
                   at: { $ref: '#/components/schemas/Timestamp' }
+                  edited: { type: boolean, description: 人工改过（投标截止时间按项目字段的人工值显示） }
                   superseded_pending: { type: boolean, description: 补遗带来了新值、等用户确认 }
             latest_check_run_id:
               oneOf:
@@ -2265,6 +2293,10 @@ components:
           oneOf:
             - $ref: '#/components/schemas/UserRef'
             - type: 'null'
+        updated_at:
+          oneOf:
+            - $ref: '#/components/schemas/Timestamp'
+            - type: 'null'
         pending:
           type: [object, 'null']
           description: 补遗带来的新值（FR-M2-10）
@@ -2306,6 +2338,9 @@ components:
         edited_fields:
           type: array
           items: { type: string }
+        ai_values:
+          type: [object, 'null']
+          description: AI 识别的原值（包号、名称、预算、限价），人工修改不覆盖
 
     # ---------- uploads / documents
     Upload:
@@ -2782,6 +2817,9 @@ components:
         documents:
           type: array
           items: { $ref: '#/components/schemas/Document' }
+        basis_changed:
+          type: boolean
+          description: 检查之后改过项目依据（截止时间、限价、所投的包、法律体系），查标页提示「重新检查后生效」（PI5）
         coverage:
           type: [object, 'null']
           description: |
@@ -2823,6 +2861,12 @@ components:
                 value: { $ref: '#/components/schemas/LegalRegime' }
                 rules_verified: { type: boolean, description: 这套法律体系的规则是否经过样本验证（招标投标体系暂无样本） }
             rule_set_version: { type: string }
+            qualification:
+              type: object
+              description: 资质匹配的计数（qualification-plan §3.4）：资质库条数、核对的资质要求、按资质库判断的、没认出类别的、排除的
+            basis:
+              type: object
+              description: 检查时用的项目依据（PI5）：deadline_at、ceiling_total、legal_regime 各为 {value, source}，lots 是所投各包 {lot_no, ceiling_amount, source}。报告按它写
             prompt_versions: { type: object }
             tokens:
               type: object
diff --git a/docs/architecture/project-info-plan.md b/docs/architecture/project-info-plan.md
new file mode 100644
index 0000000..f8d8a1c
--- /dev/null
+++ b/docs/architecture/project-info-plan.md
@@ -0,0 +1,128 @@
+# 项目基本信息修改和分包选择实现方案 v0.1（2026-11-04）
+
+> 范围：FR-M2-03 项目基本信息「用户可以修改，修改留痕」，FR-M2-04 分包识别与选择（G3）。
+> 依据：`03-functional-requirements.md`、`02-user-journeys.md` J1 第 4 步、决策 G3 / DM7、`data-model.md` §5.3、`openapi.yaml`（`/projects/{id}/fields`、`/lots`、`/bidding-lots`）、原型 `project.html` `lots.html`。
+> 状态：PI1–PI7 已全部按建议确认（2026-11-04，`docs/decisions.md`）。
+
+## 0. 结论速览
+
+- **为什么现在做**：查标的几条规则直接用项目信息。投标截止日决定证书过期（第 4 步刚做的资质匹配）和落款日期；所投的包决定查哪些清单项、和哪个限价比；法律体系决定用「投标无效」还是「否决投标」。这些都是模型抽的，现在抽错了用户改不了，查标结果就跟着错。国动是真实文件，不能指望抽得全对。
+- **表和接口契约都已经有了**：`project_field` 分开存 AI 值和人工值，`lot` 有 `ai_values` 和 `edited_fields`；`openapi.yaml` 定义了字段修改、分包增删改和选包的接口。查标已经按「人工值优先」读字段、按 `is_bidding` 读所投的包。缺的是这些接口的实现和前端页面。
+- **分包识别经常不对**（§1），所以「手工调整」和「这个项目不分包」都要一步就能做到，不能藏得太深。
+- **检查要记下当时用的项目依据**：现在报告首页读的是导出时的项目信息，检查用的是检查时的值，中间改过就对不上（§5）。
+
+## 1. 现状
+
+**后端**：解析时 `project/extracted.py` 把 13 个字段和分包写进项目。用户改过的字段不覆盖，补遗的新值放进待确认；第一次识别到分包时替换掉建项目时的默认包。查标读字段时人工值优先，读所投的包用 `bidding_lot_ids`（不含默认包；没有分包时为空，表示整个项目）。清单项有 `lot_id`（空 = 各包通用），清单项修改接口已经能改 `lot_id`。
+
+**没做的**：字段修改接口、分包增删改和选包接口、清单列表的 `lot_scope` 筛选；前端没有概览页、没有选包页，字段只在解析页显示了「识别到 N 个采购包」。
+
+**分包识别的实际情况**（S01–S10 读标结果 `evals/out/runs/fix3/*/info.json`，对照 `07-sample-findings.md` 的人工档案）：
+
+| 招标文件 | 档案 | 识别结果 | 问题 |
+|---|---|---|---|
+| S10 | 3 个采购包，各有限价 | 3 个包，名称、限价都对 | — |
+| S06 | 不分包（有分项限价） | 5 个「包」 | 把分项当成了包 |
+| S01、S08 | 不分包 | 各 1 个包（「01」「1」），带限价 | 单包项目写了包号 |
+| 其余 6 份 | 不分包 | 没有包 | — |
+
+结论：只识别到 1 个包时按不分包处理（PI4）；S06 这种错误要靠用户一键改成「不分包」，原属这些包的条目归为通用（PI2、PI3）。改进分包抽取属于读标专项优化（`extract-status.md`），这次不做，记进已知问题。
+
+## 2. 基本信息修改（FR-M2-03）
+
+### 2.1 接口
+
+按契约实现 `PUT /projects/{id}/fields/{field_key}`，`value = null` 表示撤销人工值、恢复 AI 值。
+
+- **校验按字段**：
+
+| 字段 | 值 | 校验 |
+|---|---|---|
+| 名称、编号、采购人、代理机构、采购方式、评标方法 | 文本 | 去首尾空白；名称不能为空，其余空串等于撤销 |
+| 法律体系 | `gov_procurement` / `tendering` / `unknown` | 枚举 |
+| 预算、总价限价 | 金额字符串（元，两位小数） | 非负；界面可以写「286 万」「2,860,000」，提交前换成元（PI7） |
+| 联合体、进口产品、专门面向中小企业 | 布尔 | 也可以撤销成「没写明」 |
+| 投标截止时间 | 带时区的时间 | 界面按北京时间录入到分钟 |
+
+- 写 `human_value / human_set_by / human_set_at`；`project` 表上冗余的几列（名称、编号、采购人、代理机构、采购方式、法律体系、截止时间）同步更新，撤销时回到 AI 值。
+- 每次修改写审计 `project_field.set`（前后值），字段的修改记录从审计里读，和清单项同一做法。
+- 项目已递交或已归档时返回 409 `project_read_only`。`If-Match` 选填，和清单项修改一致（MVP 只有一个人用，先不强制）。
+- 响应里的 `updated_by` 填人工修改人。
+- **关键日期跟着改**：概览的关键日期来自「日期与递交」类清单项；投标截止时间被人工改过时，时间线上的「投标截止」显示改后的值并标「已修改」，不然两处对不上。
+
+### 2.2 不在这一步做的
+
+补遗带来的待确认值（`POST .../fields/{key}/pending`）属于 FR-M2-10 补遗追加，下一步一起做；这次只在字段上显示「补遗 N 带来了新值」，不能确认。
+
+## 3. 分包（FR-M2-04）
+
+### 3.1 接口
+
+按契约实现分包列表、新增、修改、删除和选包。补充几条规则：
+
+- **默认包**：没分包的项目有一个默认包（`is_default`），界面上不显示，所有条目都归它（`lot_id` 为空）。手工新增第一个包时删掉默认包；删掉最后一个真实的包时自动建回默认包，即回到「不分包」，**不报 `last_lot`**（PI2，改契约）。
+- **「这个项目不分包」**：新增 `POST /projects/{id}/lots/clear`，一次删掉所有包、建回默认包，条目都归为通用（PI2）。S06 那样识别错的项目一步改好。
+- **删除一个包**：原属这个包的清单项归为各包通用（契约原文，外键 `ON DELETE SET NULL`）；确认框写明「有 N 条清单项会归为通用」（PI3）。
+- **修改**：包号（项目内不能重复）、名称、预算、限价；AI 识别的包改过的字段记进 `edited_fields`，AI 原值留在 `ai_values`。
+- **选包**：`PUT /projects/{id}/bidding-lots`，至少选一个。没选过时所有包都算投（表的默认值），选包页会提示先选。
+- 增删改、选包都写审计（`lot.create / update / delete / clear`、`project.bidding_lots`）；只读项目返回 409。
+
+### 3.2 清单按包筛选
+
+- 清单列表加 `lot_scope`：`bidding`（默认，通用 + 所投的包）/ `all`。响应里带被隐藏的条数，清单页顶部写「通用 + 采购包 1 · 隐藏 23 条」，可以切到全部。
+- 清单项对话框加「所属采购包」下拉（通用 / 各包），改归属走现有的清单项修改接口，留修改记录。
+- 换了所投的包，清单的确认状态不变：清单内容没变，变的只是查哪些（PI6）。查标本来就按检查时的所投的包筛选，不在所投包里的条目写进覆盖范围。
+
+## 4. 前端
+
+- **概览标签页**（原型 `project.html`）：这一步只做三张卡（PI1）：
+  - **项目要点**：13 个字段，每个带出处（点开看原文）；人工改过的标「已修改」，可以恢复 AI 值；点「修改」打开对话框，按字段类型给输入控件。
+  - **采购包**：包号、名称、预算、限价、是否投；「更改所投的包」去选包页。不分包的项目这张卡写「不分包」。
+  - **关键日期**：时间线和倒计时（FR-M2-09）。
+  - 原型里的检查记录、文件、AI 摘要卡留到第 6 步。
+- **选包页**（原型 `lots.html`）：
+  - 解析完成后，识别到 2 个及以上的包时，解析页的「下一步」进选包页，否则直接进清单（PI4）。
+  - 页面内容：每个包一张选择卡（包号、名称、预算、限价带出处、各包的条目数）、通用条目数、「识别得不对？手工调整」、「这个项目不分包」。
+  - 手工调整对话框：增删包、改包号、名称、预算、限价。
+- **读标页**：顶部显示「通用 + 采购包 1」和隐藏条数，带「更改所投的包」链接；清单项对话框加所属包。
+- **查标页**：检查预览里写明这次查哪几个包。检查结果页在项目信息于检查之后改过时提示「项目信息在本次检查后改过，重新检查后生效」（PI5）。
+- 金额输入和显示：界面写元或万元都行，显示「286.00 万元」；限价旁边注明「招标文件原文」（红线 6：不是报价建议）。
+
+## 5. 检查记下当时的项目依据（PI5）
+
+`check_run` 已经存了 `lot_ids`。再在覆盖范围里存一份 `basis`：投标截止时间、总价限价、所投各包的包号和限价、法律体系，各带来源（AI / 人工）。
+
+- **报告首页**改为读 `basis`。用户在检查后改了截止日再导出报告时，报告写的是检查时用的值，和问题明细一致。
+- **查标结果页**比较 `basis` 和项目当前的值，不一样就出上面那条提示。
+- 不加迁移，`coverage` 是 jsonb。
+
+## 6. 测试
+
+- 集成测试：字段修改、撤销、校验、只读、审计、冗余列同步；分包增删改、默认包的建回、「不分包」、删包时条目归通用、选包至少一个；清单 `lot_scope`；检查用了改后的截止日和所投的包，`basis` 记下的是检查时的值。
+- 前端在浏览器里走一遍：概览改截止日 → 查标页提示重新检查；选包页手工调整、一键不分包、选包后清单隐藏条数。
+- 不需要真实模型：分包用接口直接建，字段用测试样例解析出来的。
+
+## 7. 工作量和顺序
+
+1. 后端字段修改、分包接口、`lot_scope`、`basis`，以及测试。约半天。
+2. 前端概览页（三张卡和修改对话框）。约半天。
+3. 前端选包页、读标页和查标页的联动。约半天。
+
+## 8. 待确认事项
+
+| 编号 | 事项 | 建议 |
+|---|---|---|
+| PI1 | 字段在哪里改 | **做「概览」标签页**，这一步只做项目要点、采购包、关键日期三张卡；检查记录、文件、AI 摘要卡留到第 6 步。另一种做法是只在项目头放一个「项目信息」对话框，省事，但以后还得做概览页 |
+| PI2 | 删掉最后一个包 | **回到「不分包」**（自动建回默认包），不报 `last_lot`；另给「这个项目不分包」一键操作。S06 那种把分项识别成 5 个包的，一步改好 |
+| PI3 | 删包时原属这个包的条目 | **归为各包通用**（契约原文），确认框写明条数。被误识别的包里的条目多半本来就是通用的；归通用宁可多查，不会漏查 |
+| PI4 | 只识别到 1 个包 | **按不分包处理**：跳过选包页，这个包的限价照用（作为采购包限价）。S01、S08 都是这种情况 |
+| PI5 | 检查之后改了项目信息 | **检查记下当时的依据**，报告按检查时的值写；查标页提示「重新检查后生效」。不自动重新检查（重新检查可能扣点，红线 9 要求用户自己决定） |
+| PI6 | 换了所投的包，清单还算不算已确认 | **算**：清单内容没变；查标按检查时的所投的包筛选，覆盖范围里写明不在所投包里的条数 |
+| PI7 | 金额怎么录 | **按元存**，界面可以写「286 万」「2,860,000」，提交前换成元；显示用万元 |
+
+## 9. 落地记录（2026-11-04）
+
+- 后端：`project/edit.py`（字段修改、分包增删改、「不分包」、选包，都写审计）；`project/service.basis` 是检查时的项目依据，查标存进覆盖范围、检查结果接口给 `basis_changed`，报告首页按它写截止时间；清单列表 `lot_scope` 默认只列通用 + 所投的包，响应带 `hidden_count`。
+- 名称没有 AI 值时（建项目时手填的），撤销人工值保持现在的名称；界面只在有 AI 值时给「恢复 AI 值」。
+- 前端：概览页三张卡（项目要点的值没有字段记录时取项目本身的值，比如建项目时填的名称）、字段修改对话框、选包页和手工调整对话框；解析完识别到 2 个及以上的包时「下一步」进选包页；读标页显示清单范围和隐藏条数，可以「显示全部」；清单项对话框加「所属采购包」；查标页写明本次查哪几个包；检查结果页在 `basis_changed` 时提示重新检查。
+- 浏览器里走过：改截止时间（项目头、要点、关键日期一起变）、写「286万」的限价、手工加两个包并写限价、只投包 1、一键改回不分包。
diff --git a/docs/decisions.md b/docs/decisions.md
index 0d4158a..1fa5d66 100644
--- a/docs/decisions.md
+++ b/docs/decisions.md
@@ -4,6 +4,22 @@
 
 ---
 
+## PI1–PI7 · 2026-11-04 · 项目基本信息修改和分包选择：全部按建议
+
+依据 `docs/architecture/project-info-plan.md` §8。
+
+| # | 决策 | 理由 |
+|---|---|---|
+| PI1 | 做「概览」标签页，这一步只做项目要点、采购包、关键日期三张卡；检查记录、文件、AI 摘要卡留到第 6 步 | 原型就是在概览页改；只做对话框以后还得重做 |
+| PI2 | 删掉最后一个包时回到「不分包」（自动建回默认包），不报 `last_lot`；另加「这个项目不分包」一键操作 | S06 把 5 个分项识别成 5 个包，要能一步改好 |
+| PI3 | 删包时原属这个包的清单项归为各包通用，确认框写明条数 | 误识别的包里的条目多半本来就通用；宁可多查，不漏查 |
+| PI4 | 只识别到 1 个包时按不分包处理：跳过选包页，这个包的限价照用 | S01、S08 是单包项目写了包号 |
+| PI5 | 检查记下当时用的项目依据（截止时间、限价、所投的包、法律体系），报告按检查时的值写；之后改了信息，查标页提示「重新检查后生效」，不自动重新检查 | 报告首页和问题明细要一致；重新检查可能扣点，由用户决定（红线 9） |
+| PI6 | 换了所投的包，清单的确认状态不变 | 清单内容没变，变的只是查哪些 |
+| PI7 | 金额按元存，界面可以写「286 万」「2,860,000」，显示用万元 | 招标文件两种写法都常见 |
+
+- **影响**：`openapi.yaml` 删包不再返回 `last_lot`，新增 `POST /projects/{id}/lots/clear`，清单列表加 `lot_scope`；检查覆盖范围加 `basis`；不加迁移。
+
 ## 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。
diff --git a/packages/api-client/src/schema.d.ts b/packages/api-client/src/schema.d.ts
index d880902..08bfa5a 100644
--- a/packages/api-client/src/schema.d.ts
+++ b/packages/api-client/src/schema.d.ts
@@ -360,6 +360,28 @@ export interface paths {
         patch?: never;
         trace?: never;
     };
+    "/projects/{project_id}/lots/clear": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                project_id: components["parameters"]["ProjectId"];
+            };
+            cookie?: never;
+        };
+        get?: never;
+        put?: never;
+        /**
+         * 这个项目不分包（PI2）
+         * @description 删掉所有包，清单项都归为各包通用，建回默认包。用于把分项误识别成包等情况。
+         */
+        post: operations["clearLots"];
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
     "/lots/{lot_id}": {
         parameters: {
             query?: never;
@@ -372,7 +394,10 @@ export interface paths {
         get?: never;
         put?: never;
         post?: never;
-        /** 删除分包（原属这个包的清单项变为各包通用） */
+        /**
+         * 删除分包（原属这个包的清单项变为各包通用，PI3）
+         * @description 删掉最后一个包时项目回到「不分包」（自动建回默认包，PI2）。
+         */
         delete: operations["deleteLot"];
         options?: never;
         head?: never;
@@ -1601,9 +1626,14 @@ export interface components {
             fields: components["schemas"]["ProjectField"][];
             /** @description 关键日期时间线（FR-M2-09），来自「日期与递交」类清单项 */
             key_dates: {
-                item_id: components["schemas"]["Id"];
+                /** @description 来自哪条清单项；人工改过的投标截止时间没有对应条目，为 null */
+                item_id: components["schemas"]["Id"] | null;
                 label: string;
+                /** @enum {string} */
+                kind?: "question_deadline" | "bid_deadline" | "opening" | "deposit_deadline" | "validity" | "other";
                 at: components["schemas"]["Timestamp"];
+                /** @description 人工改过（投标截止时间按项目字段的人工值显示） */
+                edited?: boolean;
                 /** @description 补遗带来了新值、等用户确认 */
                 superseded_pending?: boolean;
             }[];
@@ -1626,6 +1656,7 @@ export interface components {
             ai_value?: components["schemas"]["FieldValue"];
             citation?: components["schemas"]["Citation"] | null;
             updated_by?: components["schemas"]["UserRef"] | null;
+            updated_at?: components["schemas"]["Timestamp"] | null;
             /** @description 补遗带来的新值（FR-M2-10） */
             pending?: {
                 value?: components["schemas"]["FieldValue"];
@@ -1650,6 +1681,8 @@ export interface components {
             is_bidding: boolean;
             origin: components["schemas"]["Origin"];
             edited_fields: string[];
+            /** @description AI 识别的原值（包号、名称、预算、限价），人工修改不覆盖 */
+            ai_values?: Record<string, never> | null;
         };
         Upload: {
             id: components["schemas"]["Id"];
@@ -1999,6 +2032,8 @@ export interface components {
             rule_set_version: string;
             legal_regime?: components["schemas"]["LegalRegime"];
             documents?: components["schemas"]["Document"][];
+            /** @description 检查之后改过项目依据（截止时间、限价、所投的包、法律体系），查标页提示「重新检查后生效」（PI5） */
+            basis_changed?: boolean;
             /** @description 查了什么、没查什么（报告首页、查标页顶部，FR-M3-09、m3-plan §2.5）。认不出、查不了、没查的都写在这里，不静默跳过。
              *      */
             coverage?: {
@@ -2028,6 +2063,10 @@ export interface components {
                     rules_verified?: boolean;
                 };
                 rule_set_version?: string;
+                /** @description 资质匹配的计数（qualification-plan §3.4）：资质库条数、核对的资质要求、按资质库判断的、没认出类别的、排除的 */
+                qualification?: Record<string, never>;
+                /** @description 检查时用的项目依据（PI5）：deadline_at、ceiling_total、legal_regime 各为 {value, source}，lots 是所投各包 {lot_no, ceiling_amount, source}。报告按它写 */
+                basis?: Record<string, never>;
                 prompt_versions?: Record<string, never>;
                 tokens?: {
                     in?: number;
@@ -3006,6 +3045,31 @@ export interface operations {
             409: components["responses"]["ProjectReadOnly"];
         };
     };
+    clearLots: {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                project_id: components["parameters"]["ProjectId"];
+            };
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description OK */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": {
+                        items: components["schemas"]["Lot"][];
+                    };
+                };
+            };
+            409: components["responses"]["ProjectReadOnly"];
+        };
+    };
     deleteLot: {
         parameters: {
             query?: never;
@@ -3024,15 +3088,7 @@ export interface operations {
                 };
                 content?: never;
             };
-            /** @description `last_lot`：至少保留一个包；或 `project_read_only` */
-            409: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/problem+json": components["schemas"]["Problem"];
-                };
-            };
+            409: components["responses"]["ProjectReadOnly"];
         };
     };
     updateLot: {
@@ -3586,6 +3642,8 @@ export interface operations {
                 content: {
                     "application/json": {
                         items: components["schemas"]["ChecklistItem"][];
+                        /** @description `lot_scope = bidding` 时不在所投包里、没列出的条数 */
+                        hidden_count: number;
                     };
                 };
             };
diff --git a/server/src/bid_doctor/check/runner.py b/server/src/bid_doctor/check/runner.py
index 6d32fe4..aadd7de 100644
--- a/server/src/bid_doctor/check/runner.py
+++ b/server/src/bid_doctor/check/runner.py
@@ -173,6 +173,7 @@ 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)
+        basis = await projects.basis(s, r.project_id)  # 检查时用的项目依据（PI5）
     # 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)
@@ -244,7 +245,7 @@ async def _stages(ctx: TenantContext, run_id: UUID) -> None:
         r.counts = await _counts(s, run_id)
         r.coverage = _coverage(
             r, pages_info, items, results, pending, other_lot, stats, tokens, skipped, modes, rule_cov, qual_cov
-        )
+        ) | {"basis": basis}
     await _publish(ctx, r, "running", "summarize", PROGRESS["summarize"])
 
 
diff --git a/server/src/bid_doctor/check/service.py b/server/src/bid_doctor/check/service.py
index a3b772d..c84aee8 100644
--- a/server/src/bid_doctor/check/service.py
+++ b/server/src/bid_doctor/check/service.py
@@ -212,6 +212,12 @@ async def list_runs(s: AsyncSession, project_id: UUID) -> list[CheckRun]:
     return list(rows.scalars())
 
 
+async def _basis_changed(s: AsyncSession, run: CheckRun) -> bool:
+    """检查之后改过项目依据（截止时间、限价、所投的包、法律体系）：查标页提示重新检查后生效（PI5）。"""
+    saved = (run.coverage or {}).get("basis")
+    return saved is not None and saved != await projects.basis(s, run.project_id)
+
+
 async def run_to_api(s: AsyncSession, ctx: TenantContext, run: CheckRun) -> dict[str, Any]:
     p = await projects.get(s, ctx, run.project_id)
     doc_ids = list(
@@ -243,6 +249,8 @@ async def run_to_api(s: AsyncSession, ctx: TenantContext, run: CheckRun) -> dict
         "legal_regime": run.legal_regime,
         "documents": [await documents.doc_to_api(s, d) for d in docs],
         "coverage": run.coverage,
+        # 检查之后改过项目依据（截止时间、限价、所投的包、法律体系）：查标页提示重新检查后生效（PI5）
+        "basis_changed": await _basis_changed(s, run),
         "counts": run.counts,
         "created_by": {"id": run.created_by, "name": names.get(run.created_by, "")},
         "created_at": run.created_at,
diff --git a/server/src/bid_doctor/checklist/api.py b/server/src/bid_doctor/checklist/api.py
index 8d32c92..cc70e09 100644
--- a/server/src/bid_doctor/checklist/api.py
+++ b/server/src/bid_doctor/checklist/api.py
@@ -63,11 +63,16 @@ async def list_items(
     zone: Literal["pending", "formal"] | None = None,
     category: Category | None = None,
     include_deleted: bool = False,
+    lot_scope: Literal["bidding", "all"] = "bidding",
 ) -> dict[str, Any]:
-    # TODO(分包)：lot_scope（默认只列通用 + 所投的包），选包做好之后加
     async with tenant_tx(ctx) as s:
         await projects.get(s, ctx, project_id)
-        return {"items": await service.items(s, project_id, zone, category, include_deleted)}
+        rows = await service.items(s, project_id, zone, category, include_deleted)
+        if lot_scope == "all":
+            return {"items": rows, "hidden_count": 0}
+        bidding = set(await projects.bidding_lot_ids(s, project_id))  # 通用 + 所投的包（FR-M2-04）；不分包时为空
+        shown = [r for r in rows if not bidding or r["lot_id"] is None or r["lot_id"] in bidding]
+        return {"items": shown, "hidden_count": len(rows) - len(shown)}
 
 
 @router.post("/projects/{project_id}/checklist/items", status_code=201)
diff --git a/server/src/bid_doctor/checklist/service.py b/server/src/bid_doctor/checklist/service.py
index 7977d77..f1518f9 100644
--- a/server/src/bid_doctor/checklist/service.py
+++ b/server/src/bid_doctor/checklist/service.py
@@ -409,6 +409,7 @@ async def key_dates(s: AsyncSession, project_id: UUID) -> list[dict[str, Any]]:
                 {
                     "item_id": r.id,
                     "label": labels.get(sched.get("date_kind", "other"), "其他日期"),
+                    "kind": sched.get("date_kind", "other"),
                     "at": sched["at"],
                     "superseded_pending": r.superseded_by_id is not None,
                 }
diff --git a/server/src/bid_doctor/project/api.py b/server/src/bid_doctor/project/api.py
index 3bf8a4e..1fa7a28 100644
--- a/server/src/bid_doctor/project/api.py
+++ b/server/src/bid_doctor/project/api.py
@@ -1,16 +1,16 @@
 from __future__ import annotations
 
-from typing import Any, Literal
+from typing import Annotated, Any, Literal
 from uuid import UUID
 
-from fastapi import APIRouter, Query
+from fastapi import APIRouter, Header, Query
 from pydantic import BaseModel, Field
 from sqlalchemy import select
 
 from bid_doctor.core.db import tenant_tx
 from bid_doctor.document.models import SourceDocument
 from bid_doctor.identity.deps import Ctx
-from bid_doctor.project import service, workbench
+from bid_doctor.project import edit, service, workbench
 
 router = APIRouter(tags=["projects"])
 
@@ -23,6 +23,38 @@ class TransitionIn(BaseModel):
     action: Literal["submit", "unsubmit", "archive", "unarchive"]
 
 
+FieldKey = Literal[
+    "name",
+    "code",
+    "purchaser",
+    "agency",
+    "procurement_method",
+    "legal_regime",
+    "budget_total",
+    "ceiling_total",
+    "eval_method",
+    "accept_consortium",
+    "accept_imported",
+    "sme_only",
+    "deadline_at",
+]
+
+
+class FieldIn(BaseModel):
+    value: str | bool | None
+
+
+class LotIn(BaseModel):
+    lot_no: str | None = Field(default=None, max_length=40)
+    name: str | None = Field(default=None, max_length=200)
+    budget_amount: str | None = None
+    ceiling_amount: str | None = None
+
+
+class BiddingIn(BaseModel):
+    lot_ids: list[UUID] = Field(min_length=1)
+
+
 @router.get("/projects")
 async def list_projects(ctx: Ctx, limit: int = Query(default=20, ge=1, le=100)) -> dict[str, Any]:
     # TODO(工作台筛选)：status / deadline / q / 游标分页，按 openapi.yaml 补齐
@@ -59,3 +91,59 @@ async def transition_project(project_id: UUID, body: TransitionIn, ctx: Ctx) ->
         ).scalar_one_or_none() is not None
         await service.transition(s, ctx, project_id, body.action, parsed)
         return await workbench.detail(s, ctx, project_id)
+
+
+@router.put("/projects/{project_id}/fields/{field_key}")
+async def set_project_field(
+    project_id: UUID,
+    field_key: FieldKey,
+    body: FieldIn,
+    ctx: Ctx,
+    if_match: Annotated[str | None, Header()] = None,  # 选填，和清单项修改一致（MVP 只有一个人用，先不强制）
+) -> dict[str, Any]:
+    del if_match
+    async with tenant_tx(ctx) as s:
+        await edit.set_field(s, ctx, project_id, field_key, body.value)
+        return next(
+            (f for f in await service.fields(s, project_id) if f["key"] == field_key),
+            {"key": field_key, "value": None, "source": "none", "ai_value": None, "citation": None, "updated_by": None},
+        )
+
+
+@router.get("/projects/{project_id}/lots")
+async def list_lots(project_id: UUID, ctx: Ctx) -> dict[str, Any]:
+    async with tenant_tx(ctx) as s:
+        await service.get(s, ctx, project_id)
+        return {"items": [edit.lot_to_api(x) for x in await edit.lots(s, project_id)]}
+
+
+@router.post("/projects/{project_id}/lots", status_code=201)
+async def create_lot(project_id: UUID, body: LotIn, ctx: Ctx) -> dict[str, Any]:
+    async with tenant_tx(ctx) as s:
+        return edit.lot_to_api(await edit.create_lot(s, ctx, project_id, body.model_dump(exclude_unset=True)))
+
+
+@router.post("/projects/{project_id}/lots/clear")
+async def clear_lots(project_id: UUID, ctx: Ctx) -> dict[str, Any]:
+    async with tenant_tx(ctx) as s:
+        await edit.clear_lots(s, ctx, project_id)
+        return {"items": [edit.lot_to_api(x) for x in await edit.lots(s, project_id)]}
+
+
+@router.put("/projects/{project_id}/bidding-lots")
+async def set_bidding_lots(project_id: UUID, body: BiddingIn, ctx: Ctx) -> dict[str, Any]:
+    async with tenant_tx(ctx) as s:
+        await edit.set_bidding(s, ctx, project_id, body.lot_ids)
+        return {"items": [edit.lot_to_api(x) for x in await edit.lots(s, project_id)]}
+
+
+@router.patch("/lots/{lot_id}")
+async def update_lot(lot_id: UUID, body: LotIn, ctx: Ctx) -> dict[str, Any]:
+    async with tenant_tx(ctx) as s:
+        return edit.lot_to_api(await edit.update_lot(s, ctx, lot_id, body.model_dump(exclude_unset=True)))
+
+
+@router.delete("/lots/{lot_id}", status_code=204)
+async def delete_lot(lot_id: UUID, ctx: Ctx) -> None:
+    async with tenant_tx(ctx) as s:
+        await edit.delete_lot(s, ctx, lot_id)
diff --git a/server/src/bid_doctor/project/edit.py b/server/src/bid_doctor/project/edit.py
new file mode 100644
index 0000000..69b4f46
--- /dev/null
+++ b/server/src/bid_doctor/project/edit.py
@@ -0,0 +1,293 @@
+"""修改项目基本信息和分包（FR-M2-03、04，project-info-plan §2、§3）。
+
+- 字段：人工值和 AI 值分开存，人工值优先；`value = null` 撤销人工值、恢复 AI 值；project 表上冗余的几列同步；
+- 分包：没分包的项目有一个默认包（界面不显示）；手工加第一个包时删掉默认包，删掉最后一个包时建回默认包（PI2）；
+  删包时原属这个包的清单项归为通用（外键 ON DELETE SET NULL，PI3）；
+- 每次修改都写审计（全程留痕，红线 1）；项目已递交、已归档时只读。
+"""
+
+from __future__ import annotations
+
+import re
+from datetime import datetime
+from decimal import Decimal, InvalidOperation
+from typing import Any
+from uuid import UUID
+
+from sqlalchemy import delete, func, select, update
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from bid_doctor.audit import service as audit
+from bid_doctor.core.authz import Permission, require
+from bid_doctor.core.db import TenantContext
+from bid_doctor.core.errors import AppError
+from bid_doctor.core.ids import uuid7
+from bid_doctor.project import service
+from bid_doctor.project.models import Lot, Project, ProjectField
+
+COLUMNS = ("name", "code", "purchaser", "agency", "procurement_method", "legal_regime")  # project 表上冗余的列
+TEXT = ("name", "code", "purchaser", "agency", "procurement_method", "eval_method")
+MONEY = ("budget_total", "ceiling_total")
+BOOL = ("accept_consortium", "accept_imported", "sme_only")
+REGIMES = ("gov_procurement", "tendering", "unknown")
+DEFAULT_LOT_NO = "默认"
+LOT_FIELDS = ("lot_no", "name", "budget_amount", "ceiling_amount")
+
+
+def _invalid(field: str, message: str) -> AppError:
+    return AppError("validation_failed", errors=[{"field": field, "code": "invalid", "message": message}])
+
+
+def money(value: Any, field: str = "value") -> str | None:
+    """金额 → 元（字符串，两位小数）。接受「2,860,000」「286万」「286 万元」（PI7）。
+    数字是用户自己填的（招标文件原文），不是系统给的。"""
+    if value in (None, ""):
+        return None
+    text = re.sub(r"[\s,，]", "", str(value))
+    wan = bool(re.search(r"万(元)?$", text))
+    text = re.sub(r"万?元?$", "", text)
+    try:
+        n = Decimal(text)
+    except InvalidOperation as e:
+        raise _invalid(field, "金额写法不对，例如：2,860,000 或 286万") from e
+    if n < 0 or not n.is_finite():
+        raise _invalid(field, "金额不能是负数")
+    return f"{n * 10000 if wan else n:.2f}"
+
+
+def field_value(key: str, value: Any) -> Any:
+    """按字段校验、规整人工值；返回 None 表示撤销人工值。"""
+    if value is None:
+        return None
+    if key in TEXT:
+        if not isinstance(value, str):
+            raise _invalid(key, "应为文本")
+        text = value.strip()
+        if key == "name" and not text:
+            raise _invalid(key, "项目名称不能为空")
+        return text[:500] or None
+    if key == "legal_regime":
+        if value not in REGIMES:
+            raise _invalid(key, "法律体系只能是政府采购、招标投标或待识别")
+        return value
+    if key in MONEY:
+        return money(value, key)
+    if key in BOOL:
+        if not isinstance(value, bool):
+            raise _invalid(key, "应为是或否")
+        return value
+    if key == "deadline_at":
+        try:
+            at = datetime.fromisoformat(str(value))
+        except ValueError as e:
+            raise _invalid(key, "时间写法不对，例如：2026-11-20T09:30:00+08:00") from e
+        if at.tzinfo is None:
+            raise _invalid(key, "时间要带时区")
+        return at.isoformat()
+    raise _invalid(key, "不能修改这个字段")
+
+
+def _sync(p: Project, key: str, value: Any) -> None:
+    """project 表上冗余的当前值（工作台排序、筛选用）。"""
+    if key in COLUMNS:
+        setattr(p, key, value if value is not None or key != "legal_regime" else "unknown")
+    elif key == "deadline_at":
+        p.deadline_at = datetime.fromisoformat(value) if value else None
+
+
+async def set_field(s: AsyncSession, ctx: TenantContext, project_id: UUID, key: str, value: Any) -> None:
+    require(ctx, Permission.PROJECT_EDIT)
+    p = await service.get(s, ctx, project_id)
+    service.ensure_editable(p)
+    human = field_value(key, value)
+    f = (
+        await s.execute(select(ProjectField).where(ProjectField.project_id == p.id, ProjectField.field_key == key))
+    ).scalar_one_or_none()
+    if f is None:
+        if human is None:
+            return
+        f = ProjectField(tenant_id=ctx.tenant_id, project_id=p.id, field_key=key)
+        s.add(f)
+    before = {"value": f.human_value if f.human_value is not None else f.ai_value, "source": _source(f)}
+    f.human_value = human
+    f.human_set_by, f.human_set_at = (ctx.user_id, func.now()) if human is not None else (None, None)
+    current = human if human is not None else f.ai_value
+    if key == "name" and current is None:
+        current = p.name  # 名称没有 AI 值时撤销人工值，保持现在的名称
+    _sync(p, key, current)
+    await s.flush()
+    after = {"value": current, "source": "human" if human is not None else _source(f)}
+    await audit.record(
+        s, ctx, "project_field.set", "project", p.id, project_id=p.id, before={key: before}, after={key: after}
+    )
+
+
+def _source(f: ProjectField) -> str:
+    return "human" if f.human_value is not None else "ai" if f.ai_value is not None else "none"
+
+
+# ---------------------------------------------------------------- 分包
+
+
+def lot_to_api(lot: Lot) -> dict[str, Any]:
+    return {
+        "id": lot.id,
+        "lot_no": lot.lot_no,
+        "name": lot.name,
+        "budget_amount": f"{lot.budget_amount:.2f}" if lot.budget_amount is not None else None,
+        "ceiling_amount": f"{lot.ceiling_amount:.2f}" if lot.ceiling_amount is not None else None,
+        "is_default": lot.is_default,
+        "is_bidding": lot.is_bidding,
+        "origin": lot.origin,
+        "edited_fields": lot.edited_fields,
+        "ai_values": lot.ai_values,
+    }
+
+
+async def lots(s: AsyncSession, project_id: UUID) -> list[Lot]:
+    return list(
+        (await s.execute(select(Lot).where(Lot.project_id == project_id).order_by(Lot.sort_order, Lot.lot_no)))
+        .scalars()
+        .all()
+    )
+
+
+async def _editable(s: AsyncSession, ctx: TenantContext, project_id: UUID) -> Project:
+    require(ctx, Permission.PROJECT_EDIT)
+    p = await service.get(s, ctx, project_id)
+    service.ensure_editable(p)
+    return p
+
+
+def _lot_values(values: dict[str, Any]) -> dict[str, Any]:
+    out: dict[str, Any] = {}
+    if "lot_no" in values:
+        no = (values["lot_no"] or "").strip()
+        if not no:
+            raise _invalid("lot_no", "包号不能为空")
+        out["lot_no"] = no[:40]
+    if "name" in values:
+        out["name"] = (values["name"] or "").strip()[:200] or None
+    for k in ("budget_amount", "ceiling_amount"):
+        if k in values:
+            v = money(values[k], k)
+            out[k] = Decimal(v) if v is not None else None
+    return out
+
+
+async def _unique_no(s: AsyncSession, project_id: UUID, lot_no: str, exclude: UUID | None = None) -> None:
+    q = select(Lot.id).where(Lot.project_id == project_id, Lot.lot_no == lot_no)
+    if exclude:
+        q = q.where(Lot.id != exclude)
+    if (await s.execute(q)).first():
+        raise _invalid("lot_no", f"已经有「{lot_no}」这个包")
+
+
+def _audit_lot(lot: Lot) -> dict[str, Any]:
+    return {k: str(v) if isinstance(v, Decimal) else v for k, v in ((f, getattr(lot, f)) for f in LOT_FIELDS)}
+
+
+async def create_lot(s: AsyncSession, ctx: TenantContext, project_id: UUID, values: dict[str, Any]) -> Lot:
+    p = await _editable(s, ctx, project_id)
+    data = _lot_values(values)
+    if "lot_no" not in data:
+        raise _invalid("lot_no", "包号不能为空")
+    await s.execute(delete(Lot).where(Lot.project_id == p.id, Lot.is_default))  # 手工分包：默认包不要了
+    await _unique_no(s, p.id, data["lot_no"])
+    order = (
+        await s.execute(select(func.coalesce(func.max(Lot.sort_order), -1)).where(Lot.project_id == p.id))
+    ).scalar_one()
+    lot = Lot(id=uuid7(), tenant_id=ctx.tenant_id, project_id=p.id, origin="human", sort_order=order + 1, **data)
+    lot.edited_fields = []
+    s.add(lot)
+    await s.flush()
+    await audit.record(s, ctx, "lot.create", "lot", lot.id, project_id=p.id, after=_audit_lot(lot))
+    await s.refresh(lot)
+    return lot
+
+
+async def get_lot(s: AsyncSession, lot_id: UUID) -> Lot:
+    lot = (await s.execute(select(Lot).where(Lot.id == lot_id))).scalar_one_or_none()
+    if lot is None or lot.is_default:
+        raise AppError("not_found")
+    return lot
+
+
+async def update_lot(s: AsyncSession, ctx: TenantContext, lot_id: UUID, values: dict[str, Any]) -> Lot:
+    lot = await get_lot(s, lot_id)
+    await _editable(s, ctx, lot.project_id)
+    data = _lot_values(values)
+    if "lot_no" in data:
+        await _unique_no(s, lot.project_id, data["lot_no"], exclude=lot.id)
+    before = _audit_lot(lot)
+    changed = [k for k, v in data.items() if getattr(lot, k) != v]
+    for k in changed:
+        setattr(lot, k, data[k])
+    if lot.origin == "ai":
+        lot.edited_fields = sorted({*lot.edited_fields, *changed})
+    await s.flush()
+    if changed:
+        await audit.record(
+            s, ctx, "lot.update", "lot", lot.id, project_id=lot.project_id, before=before, after=_audit_lot(lot)
+        )
+    await s.refresh(lot)
+    return lot
+
+
+async def _ensure_default(s: AsyncSession, ctx: TenantContext, project_id: UUID) -> None:
+    """一个包都不剩时建回默认包：项目回到「不分包」（PI2）。"""
+    if not (await s.execute(select(Lot.id).where(Lot.project_id == project_id).limit(1))).first():
+        s.add(
+            Lot(
+                id=uuid7(),
+                tenant_id=ctx.tenant_id,
+                project_id=project_id,
+                lot_no=DEFAULT_LOT_NO,
+                is_default=True,
+                origin="human",
+                edited_fields=[],
+            )
+        )
+        await s.flush()
+
+
+async def delete_lot(s: AsyncSession, ctx: TenantContext, lot_id: UUID) -> None:
+    """删包：原属这个包的清单项由外键改为各包通用（PI3）。"""
+    lot = await get_lot(s, lot_id)
+    await _editable(s, ctx, lot.project_id)
+    before = _audit_lot(lot)
+    await s.delete(lot)
+    await s.flush()
+    await _ensure_default(s, ctx, lot.project_id)
+    await audit.record(s, ctx, "lot.delete", "lot", lot.id, project_id=lot.project_id, before=before)
+
+
+async def clear_lots(s: AsyncSession, ctx: TenantContext, project_id: UUID) -> None:
+    """「这个项目不分包」：删掉所有包，清单项都归为通用，建回默认包（PI2）。"""
+    p = await _editable(s, ctx, project_id)
+    existing = [lot for lot in await lots(s, p.id) if not lot.is_default]
+    if not existing:
+        return
+    await s.execute(delete(Lot).where(Lot.project_id == p.id))
+    await s.flush()
+    await _ensure_default(s, ctx, p.id)
+    await audit.record(
+        s, ctx, "lot.clear", "project", p.id, project_id=p.id, before={"lots": [_audit_lot(x) for x in existing]}
+    )
+
+
+async def set_bidding(s: AsyncSession, ctx: TenantContext, project_id: UUID, lot_ids: list[UUID]) -> None:
+    p = await _editable(s, ctx, project_id)
+    real = {lot.id: lot for lot in await lots(s, p.id) if not lot.is_default}
+    chosen = set(lot_ids)
+    if not chosen or not chosen <= set(real):
+        raise _invalid("lot_ids", "至少选一个本项目的采购包")
+    before = sorted(lot.lot_no for lot in real.values() if lot.is_bidding)
+    await s.execute(
+        update(Lot).where(Lot.project_id == p.id, Lot.is_default.is_(False)).values(is_bidding=Lot.id.in_(chosen))
+    )
+    await s.flush()
+    after = sorted(real[i].lot_no for i in chosen)
+    await audit.record(
+        s, ctx, "project.bidding_lots", "project", p.id, project_id=p.id, before={"lots": before}, after={"lots": after}
+    )
diff --git a/server/src/bid_doctor/project/service.py b/server/src/bid_doctor/project/service.py
index cac39fe..19763c6 100644
--- a/server/src/bid_doctor/project/service.py
+++ b/server/src/bid_doctor/project/service.py
@@ -15,6 +15,7 @@ from bid_doctor.core.db import TenantContext
 from bid_doctor.core.errors import AppError
 from bid_doctor.core.ids import uuid7
 from bid_doctor.document import citations
+from bid_doctor.identity import service as identity
 from bid_doctor.project.models import Lot, Project, ProjectField, ProjectMember
 
 UNNAMED = "未命名项目"
@@ -107,6 +108,7 @@ async def fields(s: AsyncSession, project_id: UUID) -> list[dict[str, Any]]:
     """项目基本信息字段（FR-M2-03）：当前值、来源（AI / 人工）、AI 原值、出处、补遗带来的待确认值。"""
     rows = (await s.execute(select(ProjectField).where(ProjectField.project_id == project_id))).scalars().all()
     cites = await citations.to_api_many(s, [c for r in rows for c in (r.ai_citation_id, r.pending_citation_id) if c])
+    names = await identity.display_names(s, [r.human_set_by for r in rows if r.human_set_by])
     out = []
     for r in sorted(rows, key=lambda r: FIELD_ORDER.index(r.field_key)):
         human = r.human_value is not None
@@ -117,7 +119,10 @@ async def fields(s: AsyncSession, project_id: UUID) -> list[dict[str, Any]]:
                 "source": "human" if human else "ai" if r.ai_value is not None else "none",
                 "ai_value": r.ai_value,
                 "citation": cites.get(r.ai_citation_id) if r.ai_citation_id else None,
-                "updated_by": None,
+                "updated_by": {"id": r.human_set_by, "name": names.get(r.human_set_by, "")}
+                if human and r.human_set_by
+                else None,
+                "updated_at": r.human_set_at if human else None,
                 "pending": {
                     "value": r.pending_value,
                     "citation": cites.get(r.pending_citation_id) if r.pending_citation_id else None,
@@ -143,6 +148,42 @@ async def bidding_lot_ids(s: AsyncSession, project_id: UUID) -> list[UUID]:
     return list(rows.scalars())
 
 
+async def basis(s: AsyncSession, project_id: UUID) -> dict[str, Any]:
+    """查标用到的项目依据（PI5）：投标截止时间、总价限价、法律体系、所投的包和各包限价，各带来源。
+    检查时存进覆盖范围；报告按它写，查标页拿它和当前的值比，改过就提示重新检查。"""
+    p = (await s.execute(select(Project).where(Project.id == project_id))).scalar_one()
+    rows = {
+        f.field_key: f
+        for f in (await s.execute(select(ProjectField).where(ProjectField.project_id == project_id))).scalars()
+    }
+
+    def field(key: str) -> dict[str, Any]:
+        f = rows.get(key)
+        human = f is not None and f.human_value is not None
+        return {"value": (f.human_value if human else f.ai_value) if f else None, "source": "human" if human else "ai"}
+
+    lots = (
+        await s.execute(
+            select(Lot)
+            .where(Lot.project_id == project_id, Lot.is_bidding, Lot.is_default.is_(False))
+            .order_by(Lot.sort_order)
+        )
+    ).scalars()
+    return {
+        "deadline_at": {**field("deadline_at"), "value": p.deadline_at.isoformat() if p.deadline_at else None},
+        "ceiling_total": field("ceiling_total"),
+        "legal_regime": {**field("legal_regime"), "value": p.legal_regime},
+        "lots": [
+            {
+                "lot_no": x.lot_no,
+                "ceiling_amount": f"{x.ceiling_amount:.2f}" if x.ceiling_amount is not None else None,
+                "source": "human" if x.origin == "human" or "ceiling_amount" in x.edited_fields else "ai",
+            }
+            for x in lots
+        ],
+    }
+
+
 def mark_checked(p: Project, run_id: UUID, open_fatal: int) -> None:
     """完成过至少一次检查：跟进中 / 编制中 → 已检查（FR-M6-02）；就绪标记随最近一次检查更新（data-model §5.6）。"""
     if p.status in ("tracking", "drafting"):
diff --git a/server/src/bid_doctor/project/workbench.py b/server/src/bid_doctor/project/workbench.py
index 3353d1e..f51b5b9 100644
--- a/server/src/bid_doctor/project/workbench.py
+++ b/server/src/bid_doctor/project/workbench.py
@@ -29,18 +29,29 @@ async def detail(s: AsyncSession, ctx: TenantContext, project_id: UUID) -> dict[
     docs = (await documents.summaries(s, [p.id]))[p.id]
     pending = (await checklist.pending_counts(s, [p.id])).get(p.id, 0)
     state = (await checklist.statuses(s, [p.id])).get(p.id)
+    fields = await projects.fields(s, p.id)
     return {
         **_row(p, lots, docs, pending, state),
         "legal_regime": p.legal_regime,
         "agency": p.agency,
         "procurement_method": p.procurement_method,
-        "fields": await projects.fields(s, p.id),
-        "key_dates": await checklist.key_dates(s, p.id),
+        "fields": fields,
+        "key_dates": _key_dates(await checklist.key_dates(s, p.id), fields),
         "created_by": {"id": p.created_by, "name": ctx.actor_name},
         "created_at": p.created_at,
     }
 
 
+def _key_dates(dates: list[dict[str, Any]], fields: list[dict[str, Any]]) -> list[dict[str, Any]]:
+    """投标截止时间人工改过时，时间线上的「投标截止」用改后的值，标「已修改」（project-info-plan §2.1）。"""
+    f = next((x for x in fields if x["key"] == "deadline_at" and x["source"] == "human"), None)
+    if f is None:
+        return dates
+    rest = [d for d in dates if d.get("kind") != "bid_deadline"]
+    edited = {"item_id": None, "label": "投标截止", "kind": "bid_deadline", "at": f["value"], "edited": True}
+    return sorted([*rest, edited], key=lambda d: str(d["at"]))
+
+
 def _row(
     p: Project, lots: list[str], docs: dict[str, Any], pending: int, checklist_status: str | None
 ) -> dict[str, Any]:
diff --git a/server/src/bid_doctor/report/service.py b/server/src/bid_doctor/report/service.py
index 336261b..e03d087 100644
--- a/server/src/bid_doctor/report/service.py
+++ b/server/src/bid_doctor/report/service.py
@@ -122,6 +122,11 @@ async def get_report(s: AsyncSession, report_id: UUID) -> Report:
     return r
 
 
+def _deadline(run: CheckRun) -> datetime | None:
+    at = ((run.coverage or {}).get("basis") or {}).get("deadline_at", {}).get("value")
+    return datetime.fromisoformat(at) if at else None
+
+
 async def data(s: AsyncSession, ctx: TenantContext, job: ReportJob) -> dict[str, Any]:
     """报告要的数据：都从查标已有的接口函数取（检查批次、问题、需人工核对），和查标页看到的一致。"""
     run = await checks.get_run(s, job.check_run_id)
@@ -146,7 +151,8 @@ async def data(s: AsyncSession, ctx: TenantContext, job: ReportJob) -> dict[str,
             "purchaser": p.purchaser,
             "legal_regime": run.legal_regime,
             "procurement_method": p.procurement_method,
-            "deadline_at": p.deadline_at,
+            # 报告按检查时用的截止时间写（PI5），和问题明细一致；早于这项功能的检查没有记，用项目当前的值
+            "deadline_at": _deadline(run) or p.deadline_at,
             "lots": [f"采购包 {lots[x]}" for x in run.lot_ids if lots.get(x)],
         },
         "run": {
diff --git a/server/tests/test_project_info.py b/server/tests/test_project_info.py
new file mode 100644
index 0000000..4582d1a
--- /dev/null
+++ b/server/tests/test_project_info.py
@@ -0,0 +1,160 @@
+"""项目基本信息修改和分包（FR-M2-03、04，project-info-plan）：人工值优先、撤销恢复 AI 值、校验、只读、留痕；
+分包增删改、默认包建回、「不分包」、删包时条目归通用、选包；清单按所投的包筛选；检查记下当时的项目依据（PI5）。"""
+
+from __future__ import annotations
+
+from typing import Any
+from uuid import UUID
+
+from sqlalchemy import select
+
+from tests.conftest import User, project_with_tender, run_parse
+from tests.test_check_flow import run_check, upload_bid
+
+
+async def audit_actions(u: User) -> list[str]:
+    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 list((await s.execute(select(AuditEvent.action).order_by(AuditEvent.created_at))).scalars())
+
+
+def field(detail: dict[str, Any], key: str) -> dict[str, Any] | None:
+    return next((f for f in detail["fields"] if f["key"] == key), None)
+
+
+async def test_fields_human_value_reset_and_validation(user: User) -> None:
+    project_id, tender_id = await project_with_tender(user)
+    assert (await run_parse(user, tender_id))["status"] == "succeeded"
+    before = (await user.get(f"/projects/{project_id}")).json()
+
+    r = await user.put(f"/projects/{project_id}/fields/deadline_at", json={"value": "2026-12-01T09:30:00+08:00"})
+    assert r.status_code == 200, r.text
+    f = r.json()
+    assert f["source"] == "human" and f["value"] == "2026-12-01T09:30:00+08:00" and f["updated_by"]["name"] == "张工"
+    detail = (await user.get(f"/projects/{project_id}")).json()
+    assert detail["deadline_at"].startswith("2026-12-01T01:30")  # project 表上冗余的列跟着改
+    (bid,) = [d for d in detail["key_dates"] if d["label"] == "投标截止"]
+    assert bid["edited"] and bid["item_id"] is None and bid["at"] == "2026-12-01T09:30:00+08:00"
+
+    r = await user.put(f"/projects/{project_id}/fields/ceiling_total", json={"value": "286万"})
+    assert r.json()["value"] == "2860000.00"  # PI7：按元存
+    r = await user.put(f"/projects/{project_id}/fields/accept_consortium", json={"value": False})
+    assert r.json() == {**r.json(), "value": False, "source": "human"}
+    r = await user.put(f"/projects/{project_id}/fields/name", json={"value": "  某市政务云扩容项目 "})
+    assert (await user.get(f"/projects/{project_id}")).json()["name"] == "某市政务云扩容项目"
+
+    for key, value in (
+        ("name", " "),
+        ("ceiling_total", "-1"),
+        ("ceiling_total", "两百万"),
+        ("deadline_at", "明天"),
+        ("legal_regime", "civil"),
+        ("accept_imported", "是"),
+    ):
+        r = await user.put(f"/projects/{project_id}/fields/{key}", json={"value": value})
+        assert r.status_code == 422, (key, value, r.text)
+
+    # 撤销人工值：有 AI 值的恢复 AI 值，冗余的列也恢复；名称没有 AI 值时保持现在的名称
+    await user.put(f"/projects/{project_id}/fields/legal_regime", json={"value": "gov_procurement"})
+    assert (await user.get(f"/projects/{project_id}")).json()["legal_regime"] == "gov_procurement"
+    r = await user.put(f"/projects/{project_id}/fields/legal_regime", json={"value": None})
+    assert r.json()["source"] == "ai" and r.json()["value"] == "tendering"
+    assert (await user.get(f"/projects/{project_id}")).json()["legal_regime"] == "tendering"
+    r = await user.put(f"/projects/{project_id}/fields/name", json={"value": None})
+    assert r.json()["source"] == "none"
+    assert (await user.get(f"/projects/{project_id}")).json()["name"] == "某市政务云扩容项目"
+    r = await user.put(f"/projects/{project_id}/fields/deadline_at", json={"value": None})
+    after = (await user.get(f"/projects/{project_id}")).json()
+    assert after["deadline_at"] == before["deadline_at"]
+    assert not any(d.get("edited") for d in after["key_dates"])
+    assert (await audit_actions(user)).count("project_field.set") == 8
+
+    # 已递交的项目只读
+    assert (await user.post(f"/projects/{project_id}/transitions", json={"action": "submit"})).status_code == 200
+    r = await user.put(f"/projects/{project_id}/fields/code", json={"value": "X-1"})
+    assert r.status_code == 409 and r.json()["code"] == "project_read_only"
+
+
+async def test_lots_default_clear_and_checklist_scope(user: User) -> None:
+    project_id, tender_id = await project_with_tender(user)
+    await run_parse(user, tender_id)
+    (default,) = (await user.get(f"/projects/{project_id}/lots")).json()["items"]
+    assert default["is_default"]
+
+    r = await user.post(
+        f"/projects/{project_id}/lots", json={"lot_no": "1", "name": "核心网络", "ceiling_amount": "120万"}
+    )
+    assert r.status_code == 201, r.text
+    lot1 = r.json()
+    assert lot1["ceiling_amount"] == "1200000.00" and lot1["origin"] == "human"
+    lot2 = (await user.post(f"/projects/{project_id}/lots", json={"lot_no": "2", "name": "机房配套"})).json()
+    lots = (await user.get(f"/projects/{project_id}/lots")).json()["items"]
+    assert [x["lot_no"] for x in lots] == ["1", "2"]  # 手工分包：默认包不要了
+    assert (await user.post(f"/projects/{project_id}/lots", json={"lot_no": "1"})).status_code == 422
+    assert (await user.patch(f"/lots/{lot2['id']}", json={"lot_no": "1"})).status_code == 422
+    r = await user.patch(f"/lots/{lot2['id']}", json={"budget_amount": "80,000"})
+    assert r.json()["budget_amount"] == "80000.00"
+
+    # 条目归属：包 2 的条目不在所投的包里时不列出
+    created = []
+    for title, lot in (("包1：交换机须支持硬件BFD", lot1["id"]), ("包2：精密空调制冷量不低于40kW", lot2["id"])):
+        r = await user.post(
+            f"/projects/{project_id}/checklist/items",
+            json={"categories": ["tech_param"], "title": title, "lot_id": lot},
+        )
+        assert r.status_code == 201, r.text
+        created.append(r.json()["id"])
+    everything = (await user.get(f"/projects/{project_id}/checklist/items", params={"lot_scope": "all"})).json()
+    assert (await user.put(f"/projects/{project_id}/bidding-lots", json={"lot_ids": []})).status_code == 422
+    assert (
+        await user.put(f"/projects/{project_id}/bidding-lots", json={"lot_ids": [default["id"]]})
+    ).status_code == 422
+    r = await user.put(f"/projects/{project_id}/bidding-lots", json={"lot_ids": [lot1["id"]]})
+    assert [x["is_bidding"] for x in r.json()["items"]] == [True, False]
+    shown = (await user.get(f"/projects/{project_id}/checklist/items")).json()
+    assert shown["hidden_count"] == 1 and len(shown["items"]) == len(everything["items"]) - 1
+    assert created[1] not in {i["id"] for i in shown["items"]}
+    assert (await user.get(f"/projects/{project_id}")).json()["bidding_lots"] == ["1"]
+
+    # 删包：原属这个包的条目归为通用（PI3）
+    assert (await user.delete(f"/lots/{lot2['id']}")).status_code == 204
+    item = (await user.get(f"/checklist-items/{created[1]}")).json()
+    assert item["lot_id"] is None
+    # 删掉最后一个包：回到不分包（PI2），条目都列出
+    assert (await user.delete(f"/lots/{lot1['id']}")).status_code == 204
+    (back,) = (await user.get(f"/projects/{project_id}/lots")).json()["items"]
+    assert back["is_default"]
+    assert (await user.get(f"/projects/{project_id}/checklist/items")).json()["hidden_count"] == 0
+
+    # 一键「不分包」
+    for no in ("A", "B", "C"):
+        await user.post(f"/projects/{project_id}/lots", json={"lot_no": no})
+    r = await user.post(f"/projects/{project_id}/lots/clear")
+    assert [x["is_default"] for x in r.json()["items"]] == [True]
+    actions = await audit_actions(user)
+    assert {"lot.create", "lot.update", "lot.delete", "lot.clear", "project.bidding_lots"} <= set(actions)
+
+
+async def test_check_records_basis_and_flags_changes(user: User) -> None:
+    project_id, tender_id = await project_with_tender(user)
+    await run_parse(user, tender_id)
+    await user.put(f"/projects/{project_id}/fields/deadline_at", json={"value": "2026-12-01T09:30:00+08:00"})
+    bid = await upload_bid(user, project_id, "bid-mini-v1.pdf")
+    run = await run_check(user, project_id, [bid["id"]])
+    basis = run["coverage"]["basis"]
+    assert basis["deadline_at"] == {"value": "2026-12-01T01:30:00+00:00", "source": "human"}
+    assert basis["lots"] == [] and not run["basis_changed"]
+
+    await user.put(f"/projects/{project_id}/fields/deadline_at", json={"value": "2026-12-08T09:30:00+08:00"})
+    assert (await user.get(f"/check-runs/{run['id']}")).json()["basis_changed"]
+
+    # 报告按检查时的截止时间写
+    from bid_doctor.report.service import _deadline  # pyright: ignore[reportPrivateUsage]
+
+    class Run:
+        coverage = run["coverage"]
+
+    assert _deadline(Run()).isoformat() == "2026-12-01T01:30:00+00:00"  # type: ignore[arg-type]