feat(project): 项目基本信息修改和分包选择（FR-M2-03、04）

- 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>

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"])
 
 

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,

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)

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,
                 }

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)

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}
+    )

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"):

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]:

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": {

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]