feat(data-quality): 规则配置可编辑入口 + 经营口径排除接线（ASK-20260928-05 尾项）

依据：任总 2026-09-29 08:49「P1和P2批」放行 P1-cma-dq-rule-config-approval-20260923 ①③
     （派单件 0-P1-project-20260929-qrc-write-entry-and-demo-exclusion-fullstack）

三处尾项（本单）：

1) 前端可编辑入口（补拍板件 ① 未被上轮覆盖的部分）
   - frontend/src/views/DataQuality.vue：规则配置 Tab 由「只读」改为
     ceo/it 可编辑、finance/business 只读（角色口径与 router/index.ts:45 及
     系统设置页一致）；新增「操作/编辑」列（平台级项仅 it 可点、演示账套禁用）；
     编辑走 MyDialog（业务弹窗铁律），必填变更理由（>=10 字），取值区间/枚举
     由后端返回字段呈现，越界/非法一律如实回显后端 detail，前端不自造校验通过。

2) scope.excluded_entities 接线 + 出厂默认 [3,4,5,6]（拍板件 ③-2「排除」）
   - app/dq_rule_config.py：默认由 [] 改为 [3,4,5,6]；新增单一事实源
     EXCLUDED_ENTITIES_KEY / EXCLUDED_ENTITIES_FIELD、normalize_entity_ids()、
     excluded_entities_from_resolution()、excluded_entity_ids()、
     is_excluded_from_business_caliber()。
   - app/api/data_quality.py：新增 _excluded_clause()（仅全账套口径 eid=0 生效，
     COALESCE(col,1) NOT IN (...) 参数化，NULL 归属不吞行）与 _business_excluded()；
     七条规则的明细查询与 _detail_count 全部叠加排除子句；_plan_id_set /
     _pending_alert_plan_links 支持 excluded（播报口径同源）。
   - 响应新增 business_caliber{caliber,exclusion_applied,excluded_entities,included}
     与 scope_excluded_entities；单账套查询保持展示、仅标注不计入经营口径。
   - PUT /rule-config：平台级项改写全账套模板行（entity_id=0），审计 detail 与响应
     增 target_entity_id；GET 增 scope_note 与 write_contract{roles,platform_roles,
     min_reason_len,entity_config_entities,bot_channel_write,endpoint}。

3) 修复两处实现缺陷（本单测试新增用例的 RED 驱动）
   - excluded_entities_from_resolution() 取键与 resolve()["scope"] 的归组形态不一致
     （配了 scope. 全名去取已归组后的短名字典）⇒ 恒返回空集，接线静默失效；
     改为短名优先、全名兼容（EXCLUDED_ENTITIES_FIELD）。
   - upsert_param() 全局项 before 取值多一层 rule_key 查找 ⇒ before 恒 None；
     改为全局项直接以 param_key 为键。

4) 测试：tests/test_dq_rule_config_20260928.py 3 处既有断言按新口径更新 +
   新增 E 类 8 例（排除默认/单一事实源、全账套与单账套两种口径面、A/B 聚合差异
   只来自被排除账套、明细计数同源、平台级项改名单即时生效、平台级写落模板行）。

不改：判定表达式本体 / 级别归属 / 评分函数 / 规则集（DAMA §4 锁死 10 类）、
      unit_check.amount_threshold（保持 10000）、virtual_pollution 关键词表与来源白名单。

边界：本提交只含 4 文件（backend/app/dq_rule_config.py、
      backend/app/api/data_quality.py、backend/tests/test_dq_rule_config_20260928.py、
      frontend/src/views/DataQuality.vue）；未裹挟他人在制件
      （audit_log.py / migrate_subjects_entity_id_20260923.py / package.json）。

证据：pending-tasks/_evidence/ask5-tail-20260929/
      （pytest 全量 1 failed/1516 passed + 失败项归因 A/B、vue-tsc rc=0、
       ab-exclusion-pre-write.json 只读 A/B 原始输出、gate dry-run 等）

backend/app/api/data_quality.py

@@ -557,6 +557,44 @@ def _entity_clause(eid: int, col: str) -> Tuple[str, dict]:
     return "", {}
 
 
+def _excluded_clause(eid: int, col: str, excluded) -> Tuple[str, dict]:
+    """经营口径排除子句（F6 / ASK-05 ③-2 接线，2026-09-29）。
+
+    语义（DAMA 清单 §6.4 + 拍板件 ③-2「排除」）：
+      * **仅全账套口径（`eid=0` = 经营口径评分 / 明细聚合）生效** —— 被排除账套（演示/测试）
+        的行不再计入经营口径的评分与播报口径；
+      * 单账套查询（`eid!=0`）**保持原判据**：演示/测试账套仍可查看自己的检查结果
+        （「参与检查展示」），只由响应字段 `excluded_from_business_caliber` 标注不计入。
+      * 名单单一来源 = `dq_rule_config` 的 `scope.excluded_entities`（改配置值即调整，零代码回退）；
+      * 列可为空的历史行按「未排除」处理（`COALESCE(..., 1)` → 归默认账套 1），
+        避免 SQL 三值逻辑把 NULL 归属行整批吞掉。
+    """
+    ids = dqcfg.normalize_entity_ids(excluded)
+    if eid or not ids:
+        return "", {}
+    params = {}
+    keys = []
+    for i, v in enumerate(ids):
+        key = "nxe%d" % i
+        keys.append(":" + key)
+        params[key] = int(v)
+    return " AND COALESCE(%s, 1) NOT IN (%s)" % (col, ", ".join(keys)), params
+
+
+def _business_excluded(db: Session, eid: int) -> list:
+    """本口径下生效的经营口径排除名单（**仅全账套 eid=0 生效**，其余口径返回空）。
+
+    单一来源 = `dq_rule_config`（`scope.excluded_entities`）；本模块不得另立一份账套名单。
+    """
+    if eid:
+        return []
+    try:
+        return dqcfg.excluded_entity_ids(db, 0)
+    except Exception:                                                       # noqa: BLE001
+        logger.warning("DQ_SCOPE_EXCLUDED_RESOLVE_FAILED eid=0 → 按不排除处理", exc_info=True)
+        return []
+
+
 def _vp_predicate(cfg: dict) -> Tuple[str, dict]:
     """规则4 污染主体谓词：嫌疑关键词（大小写不敏感包含式）**减去**来源白名单（豁免优先）。
 
@@ -583,25 +621,42 @@ def _vp_predicate(cfg: dict) -> Tuple[str, dict]:
     return pred, params
 
 
-def _plan_id_set(db: Session, eid: int):
-    """已存在的 cash_plans id 集合（规则3 判孤儿用；eid 非 0 时只看该实体）"""
-    sql = "SELECT id FROM cash_plans" + (" WHERE entity_id = :eid" if eid else "")
-    return {row[0] for row in db.execute(text(sql), {"eid": eid}).fetchall()}
+def _plan_id_set(db: Session, eid: int, excluded=None):
+    """已存在的 cash_plans id 集合（规则3 判孤儿用；eid 非 0 时只看该实体）
+
+    经营口径（eid=0）下叠加 `scope.excluded_entities` 排除子句（F6 接线）。
+    """
+    sql = "SELECT id FROM cash_plans"
+    params = {"eid": eid}
+    if eid:
+        sql += " WHERE entity_id = :eid"
+    else:
+        exc, exc_params = _excluded_clause(eid, "entity_id", excluded)
+        if exc:
+            sql += " WHERE 1 = 1" + exc
+            params.update(exc_params)
+    return {row[0] for row in db.execute(text(sql), params).fetchall()}
 
 
-def _pending_alert_plan_links(db: Session, eid: int):
+def _pending_alert_plan_links(db: Session, eid: int, excluded=None):
     """规则2/3 共用数据：pending cash_plan 预警 → [(alert_id, kpi_id, plan_id, kpi_entity_id)]
 
     返回 (parsed, raw_rows)；Python 侧解析 suggestion JSON（不依赖 MySQL JSON 函数）。
+    经营口径（eid=0）下叠加 `scope.excluded_entities` 排除子句（F6 接线，按 kpi_definitions.entity_id）。
     """
     alert_sql = (
         "SELECT a.id, a.kpi_id, a.suggestion, d.entity_id AS kpi_entity_id "
         "FROM kpi_alerts a JOIN kpi_definitions d ON d.id = a.kpi_id "
         "WHERE a.alert_type = 'cash_plan' AND a.status = 'pending'"
     )
+    params = {"eid": eid}
     if eid:
         alert_sql += " AND d.entity_id = :eid"
-    rows = db.execute(text(alert_sql), {"eid": eid}).fetchall()
+    else:
+        exc, exc_params = _excluded_clause(eid, "d.entity_id", excluded)
+        alert_sql += exc
+        params.update(exc_params)
+    rows = db.execute(text(alert_sql), params).fetchall()
     parsed = []
     for r in rows:
         pid = _extract_plan_id(r.suggestion)
@@ -625,48 +680,68 @@ def _dup_groups(parsed, min_count: int = 2):
 
 
 def _detail_count(db: Session, rule: str, eid: int, manual: bool = False,
-                  cfg: Optional[dict] = None) -> int:
-    """本规则真实总数：一律 COUNT(*)（dup/orphan 由预警分组得出，同样不受 LIMIT 影响）"""
+                  cfg: Optional[dict] = None, excluded=None) -> int:
+    """本规则真实总数：一律 COUNT(*)（dup/orphan 由预警分组得出，同样不受 LIMIT 影响）
+
+    经营口径（eid=0）下叠加 `scope.excluded_entities` 排除（F6 接线）——
+    与 `_run_governance_checks` 的聚合口径逐字一致（两处不得漂移）。
+    """
     cfg = cfg or _cfg_values(db, eid)
+    if excluded is None:
+        excluded = _business_excluded(db, eid)
 
     if rule == "dup_alert":
-        parsed, _ = _pending_alert_plan_links(db, eid)
+        parsed, _ = _pending_alert_plan_links(db, eid, excluded)
         return len(_dup_groups(parsed, _dup_min_count(cfg)))
     if rule == "orphan_check":
-        parsed, _ = _pending_alert_plan_links(db, eid)
-        pset = _plan_id_set(db, eid)
+        parsed, _ = _pending_alert_plan_links(db, eid, excluded)
+        pset = _plan_id_set(db, eid, excluded)
         return len([1 for _a, _k, pid, _e in parsed if pid not in pset])
 
     ent, params = _entity_clause(eid, "cp.entity_id")
+    exc, exc_params = _excluded_clause(eid, "cp.entity_id", excluded)
+    params.update(exc_params)
     if rule == "unit_check":
-        sql = "SELECT COUNT(*) FROM cash_plans cp WHERE cp.amount > :amt" + ent
+        sql = "SELECT COUNT(*) FROM cash_plans cp WHERE cp.amount > :amt" + ent + exc
         params["amt"] = _unit_threshold(cfg)
     elif rule == "virtual_pollution":
         if manual:
-            sql = "SELECT COUNT(*) FROM cash_plans cp WHERE cp.source = :msrc" + ent
+            sql = "SELECT COUNT(*) FROM cash_plans cp WHERE cp.source = :msrc" + ent + exc
             params["msrc"] = _manual_source(cfg)
         else:
             pred, vp_params = _vp_predicate(cfg)
             params.update(vp_params)
-            sql = "SELECT COUNT(*) FROM cash_plans cp WHERE " + pred + ent
+            sql = "SELECT COUNT(*) FROM cash_plans cp WHERE " + pred + ent + exc
     elif rule == "entity_check":
         sql = ("SELECT COUNT(*) FROM kpi_values v JOIN kpi_definitions d ON v.kpi_id = d.id "
                "WHERE v.entity_id IS NOT NULL AND v.entity_id != d.entity_id")
         if eid:
             sql += " AND v.entity_id = :eid"
             params["eid"] = eid
+        else:
+            exc5, exc5_params = _excluded_clause(eid, "v.entity_id", excluded)
+            sql += exc5
+            params.update(exc5_params)
     elif rule == "kpi_completeness":
         sql = ("SELECT COUNT(*) FROM kpi_definitions d WHERE d.status='active' "
                "AND NOT EXISTS (SELECT 1 FROM kpi_values v WHERE v.kpi_id = d.id)")
         if eid:
             sql += " AND d.entity_id = :eid"
             params["eid"] = eid
+        else:
+            exc6, exc6_params = _excluded_clause(eid, "d.entity_id", excluded)
+            sql += exc6
+            params.update(exc6_params)
     elif rule == "reconciliation":
         sql = ("SELECT COUNT(*) FROM (SELECT d.id, " + RECON_DIFF_EXPR + " AS diff_pct "
                + RECON_BASE_SQL)
         if eid:
             sql += " AND d.entity_id = :eid"
             params["eid"] = eid
+        else:
+            exc7, exc7_params = _excluded_clause(eid, "d.entity_id", excluded)
+            sql += exc7
+            params.update(exc7_params)
         sql += " GROUP BY d.id HAVING " + _recon_having(cfg) + ") t"
         params["pct"] = _recon_pct(cfg)
     else:
@@ -675,12 +750,18 @@ def _detail_count(db: Session, rule: str, eid: int, manual: bool = False,
 
 
 def _detail_items(db: Session, rule: str, eid: int, limit: int, offset: int,
-                  manual: bool = False, cfg: Optional[dict] = None):
-    """结构化明细条目（服务端 LIMIT/OFFSET 分页；字段：record_id/entity_id/source/key_fields/summary/suggested_action）"""
+                  manual: bool = False, cfg: Optional[dict] = None, excluded=None):
+    """结构化明细条目（服务端 LIMIT/OFFSET 分页；字段：record_id/entity_id/source/key_fields/summary/suggested_action）
+
+    经营口径（eid=0）下与 `_detail_count` / `governance-check` 同源叠加
+    `scope.excluded_entities` 排除（F6 接线）——三处口径一律不得漂移。
+    """
     cfg = cfg or _cfg_values(db, eid)
+    if excluded is None:
+        excluded = _business_excluded(db, eid)
 
     if rule == "dup_alert":
-        parsed, _ = _pending_alert_plan_links(db, eid)
+        parsed, _ = _pending_alert_plan_links(db, eid, excluded)
         items = []
         for pid, alerts in _dup_groups(parsed, _dup_min_count(cfg)):
             items.append({
@@ -695,8 +776,8 @@ def _detail_items(db: Session, rule: str, eid: int, limit: int, offset: int,
         return items[offset:offset + limit]
 
     if rule == "orphan_check":
-        parsed, _ = _pending_alert_plan_links(db, eid)
-        pset = _plan_id_set(db, eid)
+        parsed, _ = _pending_alert_plan_links(db, eid, excluded)
+        pset = _plan_id_set(db, eid, excluded)
         items = []
         for alert_id, kpi_id, pid, ent_id in parsed:
             if pid in pset:
@@ -712,13 +793,15 @@ def _detail_items(db: Session, rule: str, eid: int, limit: int, offset: int,
         return items[offset:offset + limit]
 
     ent, params = _entity_clause(eid, "cp.entity_id")
+    exc, exc_params = _excluded_clause(eid, "cp.entity_id", excluded)
+    params.update(exc_params)
     params.update({"lim": limit, "off": offset})
 
     if rule == "unit_check":
         threshold = _unit_threshold(cfg)
         rows = db.execute(text(
             "SELECT cp.id, cp.entity_id, cp.amount, cp.source, cp.description FROM cash_plans cp "
-            "WHERE cp.amount > :amt" + ent + " ORDER BY cp.amount DESC LIMIT :lim OFFSET :off"
+            "WHERE cp.amount > :amt" + ent + exc + " ORDER BY cp.amount DESC LIMIT :lim OFFSET :off"
         ), {**params, "amt": threshold}).fetchall()
         return [{
             "record_id": r.id,
@@ -740,7 +823,7 @@ def _detail_items(db: Session, rule: str, eid: int, limit: int, offset: int,
             scope_text = "污染源（%s）" % "/".join(cfg["virtual_pollution"]["suspect_keywords"])
         rows = db.execute(text(
             "SELECT cp.id, cp.entity_id, cp.source, cp.description FROM cash_plans cp "
-            "WHERE " + where + ent + " ORDER BY cp.id LIMIT :lim OFFSET :off"
+            "WHERE " + where + ent + exc + " ORDER BY cp.id LIMIT :lim OFFSET :off"
         ), {**params, **kw_params}).fetchall()
         return [{
             "record_id": r.id,
@@ -758,6 +841,10 @@ def _detail_items(db: Session, rule: str, eid: int, limit: int, offset: int,
                "WHERE v.entity_id IS NOT NULL AND v.entity_id != d.entity_id")
         if eid:
             sql += " AND v.entity_id = :eid"
+        else:
+            exc5, exc5_params = _excluded_clause(eid, "v.entity_id", excluded)
+            sql += exc5
+            params.update(exc5_params)
         sql += " ORDER BY v.id LIMIT :lim OFFSET :off"
         if not eid:
             params.pop("eid", None)
@@ -777,6 +864,10 @@ def _detail_items(db: Session, rule: str, eid: int, limit: int, offset: int,
                "WHERE d.status='active' AND NOT EXISTS (SELECT 1 FROM kpi_values v WHERE v.kpi_id = d.id)")
         if eid:
             sql += " AND d.entity_id = :eid"
+        else:
+            exc6, exc6_params = _excluded_clause(eid, "d.entity_id", excluded)
+            sql += exc6
+            params.update(exc6_params)
         sql += " ORDER BY d.id LIMIT :lim OFFSET :off"
         if not eid:
             params.pop("eid", None)
@@ -796,6 +887,10 @@ def _detail_items(db: Session, rule: str, eid: int, limit: int, offset: int,
                + RECON_DIFF_EXPR + " AS diff_pct " + RECON_BASE_SQL)
         if eid:
             sql += " AND d.entity_id = :eid"
+        else:
+            exc7, exc7_params = _excluded_clause(eid, "d.entity_id", excluded)
+            sql += exc7
+            params.update(exc7_params)
         sql += (" GROUP BY d.id HAVING " + _recon_having(cfg)
                 + " ORDER BY ABS(diff_pct) DESC LIMIT :lim OFFSET :off")
         recon_params = {**params, "pct": _recon_pct(cfg)}
@@ -853,10 +948,17 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
 
     配置化（ASK-20260928-05）：阈值/关键词/条数下限/差异阈值与方向/扣分上限与系数/明细条数
     一律经 `_cfg_values()`（三层解析）取值；级别与判定表达式本体**锁死**（见 dq_rule_config）。
+
+    经营口径排除（F6 / ASK-05 ③-2，2026-09-29 接线）：全账套口径（`entity_id=0`）下，
+    `scope.excluded_entities` 名单内账套（演示/测试）的行**不再计入**评分与明细；
+    单账套口径（`entity_id≠0`）保持原判据（可查看，仅标注不计入经营口径）。
     """
     eid = entity_id or 0
     cfg = _cfg_values(db, eid)
     resolution = _load_cfg(db, eid)
+    # 经营口径排除名单（F6 / ASK-05 ③-2 接线）：仅全账套口径（eid=0）参与过滤
+    excluded = dqcfg.excluded_entities_from_resolution(resolution)
+    exclusion_applied = bool(not eid and excluded)
     issues = []
     disabled = []
 
@@ -865,11 +967,13 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
         threshold = _unit_threshold(cfg)
         limit = _detail_limit(cfg, "unit_check")
         ent, params = _entity_clause(eid, "cp.entity_id")
+        exc, exc_params = _excluded_clause(eid, "cp.entity_id", excluded)
+        params.update(exc_params)
         rows = db.execute(text(
             "SELECT cp.id, cp.entity_id, cp.amount, cp.source, cp.description "
-            "FROM cash_plans cp WHERE cp.amount > :amt" + ent + " ORDER BY cp.amount DESC LIMIT 200"
+            "FROM cash_plans cp WHERE cp.amount > :amt" + ent + exc + " ORDER BY cp.amount DESC LIMIT 200"
         ), {**params, "amt": threshold}).fetchall()
-        unit_total = _detail_count(db, "unit_check", eid, cfg=cfg)   # 真实总数（不受明细 LIMIT 截断）
+        unit_total = _detail_count(db, "unit_check", eid, cfg=cfg, excluded=excluded)   # 真实总数（不受明细 LIMIT 截断）
         issues.append({
             "rule": "unit_check", "level": RULES_META["unit_check"]["level"],
             "count": unit_total,
@@ -881,10 +985,10 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
         issues.append(_disabled_issue("unit_check", cfg))
 
     # ── 规则2/3 共用数据：pending cash_plan 预警（实体筛选经 kpi_definitions）──
-    parsed, _alert_rows = _pending_alert_plan_links(db, eid)
+    parsed, _alert_rows = _pending_alert_plan_links(db, eid, excluded)
 
     # 已存在的 cash_plans id 集合（规则3 判断孤儿用；实体筛选时仅看该实体下 plan）
-    plan_id_set = _plan_id_set(db, eid)
+    plan_id_set = _plan_id_set(db, eid, excluded)
 
     # ── 规则2 重复预警：同 plan_id 的 pending 预警 ≥ min_count（默认 2）──
     if cfg["dup_alert"].get("enabled", True):
@@ -918,17 +1022,20 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
     if cfg["virtual_pollution"].get("enabled", True):
         limit = _detail_limit(cfg, "virtual_pollution")
         ent, params = _entity_clause(eid, "cp.entity_id")
+        exc, exc_params = _excluded_clause(eid, "cp.entity_id", excluded)
+        params.update(exc_params)
         pred, vp_params = _vp_predicate(cfg)
         rows = db.execute(text(
             "SELECT cp.id, cp.entity_id, cp.source, cp.description FROM cash_plans cp "
-            "WHERE " + pred + ent + " ORDER BY cp.id LIMIT 200"
+            "WHERE " + pred + ent + exc + " ORDER BY cp.id LIMIT 200"
         ), {**params, **vp_params}).fetchall()
         manual_rows = db.execute(text(
             "SELECT cp.id, cp.entity_id, cp.source, cp.description FROM cash_plans cp "
-            "WHERE cp.source = :msrc" + ent + " ORDER BY cp.id LIMIT 200"
+            "WHERE cp.source = :msrc" + ent + exc + " ORDER BY cp.id LIMIT 200"
         ), {**params, "msrc": _manual_source(cfg)}).fetchall()
-        poll_total = _detail_count(db, "virtual_pollution", eid, cfg=cfg)
-        manual_total = _detail_count(db, "virtual_pollution", eid, manual=True, cfg=cfg)
+        poll_total = _detail_count(db, "virtual_pollution", eid, cfg=cfg, excluded=excluded)
+        manual_total = _detail_count(db, "virtual_pollution", eid, manual=True, cfg=cfg,
+                                     excluded=excluded)
         issues.append({
             "rule": "virtual_pollution", "level": RULES_META["virtual_pollution"]["level"],
             "count": poll_total,
@@ -952,9 +1059,14 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
         )
         if eid:
             ent_sql += " AND v.entity_id = :eid"
+        ent_params = {"eid": eid}
+        if not eid:
+            exc5, exc5_params = _excluded_clause(eid, "v.entity_id", excluded)
+            ent_sql += exc5
+            ent_params.update(exc5_params)
         ent_sql += " ORDER BY v.id LIMIT 200"
-        ent_rows = db.execute(text(ent_sql), {"eid": eid}).fetchall()
-        ent_total = _detail_count(db, "entity_check", eid, cfg=cfg)   # 真实总数
+        ent_rows = db.execute(text(ent_sql), ent_params).fetchall()
+        ent_total = _detail_count(db, "entity_check", eid, cfg=cfg, excluded=excluded)   # 真实总数
         issues.append({
             "rule": "entity_check", "level": RULES_META["entity_check"]["level"],
             "count": ent_total,
@@ -974,9 +1086,14 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
         )
         if eid:
             comp_sql += " AND d.entity_id = :eid"
+        comp_params = {"eid": eid}
+        if not eid:
+            exc6, exc6_params = _excluded_clause(eid, "d.entity_id", excluded)
+            comp_sql += exc6
+            comp_params.update(exc6_params)
         comp_sql += " ORDER BY d.id LIMIT 300"
-        comp_rows = db.execute(text(comp_sql), {"eid": eid}).fetchall()
-        comp_total = _detail_count(db, "kpi_completeness", eid, cfg=cfg)
+        comp_rows = db.execute(text(comp_sql), comp_params).fetchall()
+        comp_total = _detail_count(db, "kpi_completeness", eid, cfg=cfg, excluded=excluded)
         issues.append({
             "rule": "kpi_completeness", "level": RULES_META["kpi_completeness"]["level"],
             "count": comp_total,
@@ -997,11 +1114,16 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
         )
         if eid:
             recon_sql += " AND d.entity_id = :eid"
+        recon_params = {"eid": eid}
+        if not eid:
+            exc7, exc7_params = _excluded_clause(eid, "d.entity_id", excluded)
+            recon_sql += exc7
+            recon_params.update(exc7_params)
         recon_sql += (" GROUP BY d.id HAVING " + _recon_having(cfg)
                       + " ORDER BY ABS(diff_pct) DESC LIMIT 200")
-        recon_rows = db.execute(text(recon_sql),
-                                {"eid": eid, "pct": _recon_pct(cfg)}).fetchall()
-        recon_total = _detail_count(db, "reconciliation", eid, cfg=cfg)
+        recon_params["pct"] = _recon_pct(cfg)
+        recon_rows = db.execute(text(recon_sql), recon_params).fetchall()
+        recon_total = _detail_count(db, "reconciliation", eid, cfg=cfg, excluded=excluded)
         issues.append({
             "rule": "reconciliation", "level": RULES_META["reconciliation"]["level"],
             "count": recon_total,
@@ -1039,7 +1161,6 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
 
     passed = [item["rule"] for item in issues if item["count"] == 0 and item["rule"] not in disabled]
 
-    excluded = list(resolution.get("scope", {}).get("excluded_entities") or [])
     return {
         "checked_at": datetime.now().isoformat(timespec="seconds"),
         "entity_id": eid,
@@ -1054,9 +1175,16 @@ def _run_governance_checks(db: Session, entity_id: int = 0):
         "config_version": resolution.get("config_version"),
         "config_source": {"table_ready": resolution.get("table_ready"),
                           "entity_config_enabled": resolution.get("entity_config_enabled")},
-        # 演示/测试账套排除（F6）：默认空集 ⇒ 不改变评分语义，只做标注
+        # 演示/测试账套排除（F6 / ASK-05 ③-2）：**已接线** —— 全账套口径（eid=0）的评分与
+        # 明细已按本名单过滤（见 `_excluded_clause`）；单账套查询仅标注不计入经营口径。
         "scope_excluded_entities": excluded,
-        "excluded_from_business_caliber": bool(eid and eid in excluded),
+        "excluded_from_business_caliber": dqcfg.is_excluded_from_business_caliber(eid, excluded),
+        "business_caliber": {
+            "caliber": "business" if not eid else "entity",
+            "exclusion_applied": exclusion_applied,
+            "excluded_entities": excluded,
+            "included": not dqcfg.is_excluded_from_business_caliber(eid, excluded),
+        },
     }
 
 
@@ -1177,9 +1305,18 @@ def get_rule_config(
         },
         "global_params": res["global"],
         "scope": res["scope"],
-        "scope_note": "演示/测试账套排除（F6）当前只做标注、不改评分语义；默认空集 = 不排除",
+        "scope_note": "演示/测试账套排除（F6 / ASK-05 ③-2）：已接线 —— 全账套口径的评分与明细"
+                      "不再计入名单内账套；单账套查询仍可查看（展示）。改本配置值即可调整（零代码回退）",
         "locked": [dict(it) for it in dqcfg.LOCKED_ITEMS],
         "readonly": True,
+        "write_contract": {
+            "roles": ["ceo", "it"],                    # 与 PUT /rule-config 的 require_role 一致
+            "platform_roles": ["it"],                  # open_level=platform 的项仅 it 可写
+            "min_reason_len": dqcfg.MIN_REASON_LEN,
+            "entity_config_entities": list(dqcfg.CONFIG_ENTITIES),
+            "bot_channel_write": False,
+            "endpoint": "PUT /api/cma/data-quality/rule-config",
+        },
         "generated_at": datetime.now().isoformat(timespec="seconds"),
     }
 
@@ -1239,15 +1376,23 @@ def update_rule_config(
     if not checked["ok"]:
         raise HTTPException(400, checked["error"])
 
+    # 平台级项（open_level=platform）落到**全账套模板行**（entity_id=0）：
+    # 「平台级」语义 = 一处写、全账套生效。若写在本账套行上，值只对本账套可见，
+    # 而全账套（经营）口径（entity_id=0）读不到 ⇒ 名不符实，且无法治理
+    # `scope.excluded_entities` 这类平台口径项。写权限仍仅 it（上面已校验）。
+    target_entity = (dqcfg.TEMPLATE_ENTITY_ID if level == dqcfg.OPEN_LEVEL_PLATFORM
+                     else entity_id)
+
     rule_name = RULES_META.get(rule_key, {}).get("name") or rule_key
     try:
-        result = dqcfg.upsert_param(db, entity_id, rule_key, param_key, checked["value"],
+        result = dqcfg.upsert_param(db, target_entity, rule_key, param_key, checked["value"],
                                    username=getattr(current_user, "username", None))
         log_op(
             db, dqcfg.ACTION_UPDATE, target_type=dqcfg.TARGET_TYPE, target_id=result["id"],
             user_id=current_user.id, entity_id=entity_id,
             detail={
                 "entity_id": entity_id,
+                "target_entity_id": target_entity,
                 "rule_key": rule_key,
                 "rule_name": rule_name,
                 "param_key": param_key,
@@ -1275,6 +1420,7 @@ def update_rule_config(
     return {
         "success": True,
         "entity_id": entity_id,
+        "target_entity_id": target_entity,
         "rule_key": rule_key,
         "param_key": param_key,
         "before": result["before"],
@@ -1285,5 +1431,6 @@ def update_rule_config(
         "changed_by": getattr(current_user, "username", None),
         "audit": {"action": dqcfg.ACTION_UPDATE, "target_type": dqcfg.TARGET_TYPE,
                   "target_id": result["id"]},
-        "note": "配置即生效（下次 governance-check 按新口径计算）；历史评分不重算",
+        "note": "配置即生效（下次 governance-check 按新口径计算）；历史评分不重算"
+                + ("；平台级项写入全账套模板行（entity_id=0）" if target_entity == dqcfg.TEMPLATE_ENTITY_ID else ""),
     }

backend/app/dq_rule_config.py

@@ -19,10 +19,15 @@
 口径（任总 2026-09-28 放行原文：「口径用清单默认值」）
 ----------------------------------------------------
 * 默认值 = 清单 §7「建议默认值」总表，即「现行值，上线零行为差异」，
-  **唯一例外**：`virtual_pollution.suspect_keywords` 去掉 `sync`
-  （`zxt-sync` 是酣客生产同步来源，现行 134 行 100% 假阳性）——本单唯一的行为变更；
+  **例外一**：`virtual_pollution.suspect_keywords` 去掉 `sync`
+  （`zxt-sync` 是酣客生产同步来源，现行 134 行 100% 假阳性）——ASK-05 的行为变更；
 * 演示/测试账套（3/4/5/6）**不开配置**（`CONFIG_ENTITIES = (1, 2)`，清单 §6.4 + ASK-05 口径②）；
   读路径仍按三层解析返回生效值（模板/内置默认），只是写端点拒绝。
+* **例外二（2026-09-29 尾项，ASK-05 ③-2 拍板「排除」）**：`scope.excluded_entities`
+  出厂默认 `[3,4,5,6]`，且**已接线** —— 全账套（经营）口径 `entity_id=0` 的评分与明细
+  不再计入这些账套的行（判据见 `app/api/data_quality.py::_excluded_clause`）。
+  单账套查询仍可查看（DAMA §6.4「参与检查展示」），只计 `excluded_from_business_caliber=True`。
+  名单为**参数化**：改本配置值即可调整（零代码回退）。
 
 配置值一律以 JSON 字符串落库（`param_value`），`value_type` 记录类型以便前端/审计呈现。
 """
@@ -150,13 +155,23 @@ SPEC: Dict[str, Dict[str, dict]] = {
     },
 }
 
+#: 全局项 key（经营口径排除名单，F6 / ASK-05 ③-2）
+EXCLUDED_ENTITIES_KEY = "scope.excluded_entities"
+
+#: `resolve()["scope"]` / GET 响应里排除名单的**字段名**（短名）。
+#: 两者不同名是历史形态：配置项 key 带 `scope.` 前缀（落库/写端点用），
+#: 响应 `scope` 段是「已按前缀归组」后的字典 ⇒ 取值为短名。
+EXCLUDED_ENTITIES_FIELD = "excluded_entities"
+
 #: 全局项（2 项；清单 §3.9）
 GLOBAL_SPEC: Dict[str, dict] = {
     "detail_limit": dict(_DETAIL_LIMIT),
-    "scope.excluded_entities": dict(
-        type="json", default=[], open_level="platform", max_items=20, item_max_len=6,
-        desc="排除出「经营口径」的账套（演示/测试；默认空集 = 不排除）。"
-             "⚠️ 本项当前**只做标注不改评分语义**（F6 属业务口径，待任总/财务裁定后接线）"),
+    EXCLUDED_ENTITIES_KEY: dict(
+        type="json", default=[3, 4, 5, 6], open_level="platform", max_items=20, item_max_len=6,
+        desc="排除出「经营口径」评分与播报的账套（3=测试企业 / 4=VerifyCorp / 5=VerifyTest / "
+             "6=演示企业）。已接线：全账套口径（entity_id=0）的评分与明细不再计入这些账套的行；"
+             "单账套查询仍可查看（展示），但标记「不计入经营口径」。写权限仅 it（平台级）；"
+             "改本配置值即可调整名单（零代码回退）"),
 }
 
 # ── 锁死面（清单 §4；仅用于给出可读文案，非白名单）─────────────────────────
@@ -427,6 +442,59 @@ def validate_param(rule_key: str, param_key: str, value: Any) -> dict:
     return dict(ok=True, value=value, error=None, warning=None)
 
 
+# ══════════════════════════════════════════════════════════════════
+# 经营口径排除名单（F6 / ASK-05 ③-2「排除演示账套」）—— 单一事实源
+# ══════════════════════════════════════════════════════════════════
+def normalize_entity_ids(raw: Any) -> List[int]:
+    """把配置里的账套号规范成 int 列表（去重保序；不可解析的元素忽略 = 视为不排除）。"""
+    out: List[int] = []
+    for v in raw or []:
+        try:
+            n = int(v)
+        except (TypeError, ValueError):
+            continue
+        if n < 0 or n in out:
+            continue
+        out.append(n)
+    return out
+
+
+def excluded_entities_from_resolution(resolution: Optional[dict]) -> List[int]:
+    """从 `resolve()` 结果里取经营口径排除名单（唯一取值口）。
+
+    ⚠ 兼容两种字段形态：`scope` 段由 `_assemble()` 按前缀归组 ⇒ 短名
+    （`EXCLUDED_ENTITIES_FIELD`）；直接取配置项全名的情况也接受。
+    缺失字段名会让本函数静默返回空集（= 排除名单形同未接线），故两种都查。
+    """
+    scope = (resolution or {}).get("scope") or {}
+    raw = scope.get(EXCLUDED_ENTITIES_FIELD)
+    if raw is None:
+        raw = scope.get(EXCLUDED_ENTITIES_KEY)
+    return normalize_entity_ids(raw)
+
+
+def excluded_entity_ids(db: Session, entity_id: int = TEMPLATE_ENTITY_ID) -> List[int]:
+    """按账套三层解析后取排除名单（供引擎/播报侧单一来源引用）。
+
+    读路径绝不 500：解析异常 → 返回内置默认（`resolve()` 内部已做容错，此处再兜一层）。
+    """
+    try:
+        return excluded_entities_from_resolution(resolve(db, entity_id))
+    except Exception as exc:                       # noqa: BLE001
+        logger.warning("DQ_SCOPE_EXCLUDED_RESOLVE_FAILED entity=%s: %s → 用内置默认",
+                       entity_id, exc)
+        return normalize_entity_ids(GLOBAL_SPEC[EXCLUDED_ENTITIES_KEY].get("default"))
+
+
+def is_excluded_from_business_caliber(entity_id: Any, excluded: Any) -> bool:
+    """单个账套是否被排除出经营口径（entity_id 为空/0 → False，不排除默认账套）。"""
+    try:
+        eid = int(entity_id or 0)
+    except (TypeError, ValueError):
+        return False
+    return bool(eid) and eid in set(normalize_entity_ids(excluded))
+
+
 # ══════════════════════════════════════════════════════════════════
 # 读路径：三层解析
 # ══════════════════════════════════════════════════════════════════
@@ -499,6 +567,12 @@ def _assemble(eid: int, ready: bool, rows: Dict[Tuple[str, str], dict]) -> dict:
         entry = {
             "value": val, "source": source, "open_level": spec.get("open_level"),
             "desc": spec.get("desc"), "updated_by": None, "updated_at": None,
+            # 类型/取值区间对前端呈现（**仅提示**；越界/类型一律由写端点判定，
+            # 前端不得据本字段自造「校验通过」——清单 §5.1 反刷分约束）
+            "value_type": spec.get("type") or "json",
+            "bounds": list(spec["bounds"]) if spec.get("bounds") else None,
+            "enum": list(spec["enum"]) if spec.get("enum") else None,
+            "overflow": spec.get("overflow"),
         }
         if row is not None:
             entry["updated_by"] = getattr(row, "updated_by", None)
@@ -554,8 +628,11 @@ def upsert_param(db: Session, entity_id: int, rule_key: str, param_key: str, val
     from app.models import QualityRuleConfig
 
     before = resolve(db, entity_id)
-    scope = before.get("global") if is_global_param(rule_key) else before.get("rules")
-    before_entry = (scope or {}).get(rule_key, {}).get(param_key, {}) or {}
+    if is_global_param(rule_key):
+        # 全局项：`resolve()["global"]` 直接以 param_key 为键（无 rule_key 一层）
+        before_entry = (before.get("global") or {}).get(param_key, {}) or {}
+    else:
+        before_entry = ((before.get("rules") or {}).get(rule_key, {}) or {}).get(param_key, {}) or {}
     value_type = value_type_of(rule_key, param_key)
     payload = dumps_value(value)