岗位会商

2026-07-22 15:40:00 +08:00
1 parent 1cd99a5a90
commit 1bc203b5cd
@@ -4,6 +4,29 @@
 >
 > 目标：在现有岗位会商基础上补齐“产物交付、查看、驳回、方案总结、行动规划”的完整闭环，同时继续保持原多智能体会商页面不受影响。

+## 实施核对（2026-07-21）
+
+本计划已按“岗位会商独立路由、无总控、各席位直接问答”的边界完成第一轮闭环。实际流程调整为：
+
+```text
+任务信息 → 情报分析岗识别并确认意图 → 启动校验并冻结业务链
+→ 分阶段席位直接问答/交付 Markdown → 全部有效交付
+→ 方案总结智能体（roundtable-summary）→ 行动规划智能体（position-action-planner）
+→ 可随时返回交付产物驳回 → 后续阶段及内置产物级联失效 → 重做后重新收口
+```
+
+- [x] 情报意图、业务链选择、席位岗位归属和席位智能体配置均在启动前校验；启动后保存业务链快照。
+- [x] 普通席位直接调用各自分配的智能体，并注入任务、意图及已完成上游席位的问答/产物；不经过总控智能体。
+- [x] 普通席位必须在 `outputs` 中交付 Markdown 才会完成；情报分析岗以确认的结构化意图完成为准。
+- [x] 节点、交付卡片、流程图和大图弹窗均展示 `locked / ready / running / done / rejected / stale / error` 状态，并可回看节点会话和产物。
+- [x] 驳回要求标题和理由；当前节点转为 `rejected`，后续阶段按依赖转为 `stale/locked`，总结和行动规划同时失效，历史内容保留可查看。
+- [x] 被驳回或失效的普通席位必须写入一份**新的或已改写** Markdown 才能再次完成；单纯继续问答且没有新交付不会误使下游产物失效。
+- [x] 方案总结复用 `roundtable-summary` 的真实流式线程；行动规划新增 `position-action-planner`，强制输出 Markdown 报告和 `action-plan-subtasks.json`。
+- [x] 两个内置智能体的线程、产物快照和来源节点版本栅栏均持久化；流式期间若上游版本变化，旧运行不能覆盖最新状态。
+- [x] 右侧“交付产物”可查看内置节点结果、继续同一线程问答/修改交付，并在打开 Markdown 沙箱时自动收起右栏。
+
+设计收敛：当前版本以节点的 `artifact_manifest`、`latest_answer`、版本、驳回记录及 Session 内置快照作为唯一事实来源，已能覆盖统一产物卡片和级联逻辑，因此不新增重复的 `position_roundtable_deliverables` 表。若后续需要“单个文件独立驳回、跨会话检索或完整版本对比”，再将清单归一化为独立产物表，避免现在的双写一致性风险。
+
 ## 0. 核心结论

 - 方案总结智能体建议复用现有会商里的 `roundtable-summary` 能力，但不要直接搬整套 Step 3 页面流程。
@@ -75,32 +98,32 @@

 ### 3.1 Session 扩展

-`position_roundtable_sessions` 建议增加：
+`position_roundtable_sessions` 已使用下列持久化字段：

 | 字段 | 含义 |
 | --- | --- |
-| `workflow_status` | `intent_pending / active / summarizing / planning / completed / archived` |
+| `status` | `intent_pending / active / completed / archived`；总结/规划运行态由前端瞬时状态与对应快照的 `status` 表示，避免一次运行中断后留下伪运行态 |
 | `summary_thread_id` | 方案总结智能体线程 |
 | `summary_snapshot` | 最新有效总结报告快照 |
 | `action_plan_thread_id` | 行动规划智能体线程 |
 | `action_plan_snapshot` | 最新有效行动规划快照 |
-| `invalidated_at` | 最近一次级联失效时间，可选 |
+| `invalidated_at` | 记录在 `summary_snapshot` / `action_plan_snapshot` 内，包含 `invalidated_by`，无需重复写 Session 字段 |

 ### 3.2 Node 扩展

-`position_roundtable_nodes` 建议增加：
+`position_roundtable_nodes` 已使用下列字段（展示状态由前端按状态映射）：

 | 字段 | 含义 |
 | --- | --- |
-| `display_status` | 面向前端的聚合状态，可后端计算也可前端映射 |
+| `status` | `locked / ready / running / done / stale / rejected / error`，前端直接映射为展示状态 |
 | `rejection_count` | 当前节点累计驳回次数 |
 | `last_rejection` | 最新驳回标题、理由、操作者、时间 |
-| `valid_revision` | 当前有效交付版本 |
+| `revision` | 当前有效交付版本 |
 | `invalidated_by` | 导致当前节点失效的上游节点 key |

-### 3.3 Deliverable 新表
+### 3.3 Deliverable 新表（后续可选）

-建议新增 `position_roundtable_deliverables`，不要只依赖 `artifact_manifest`。
+当需要“单个文件独立驳回、跨会话检索或完整版本对比”时，再新增 `position_roundtable_deliverables`，不要只依赖 `artifact_manifest`。

 | 字段 | 含义 |
 | --- | --- |
@@ -121,7 +144,7 @@
 | `created_at` | 创建时间 |
 | `updated_at` | 更新时间 |

-这样右侧产物卡片、驳回记录、总结输入材料都能从同一张表聚合。
+当前第一轮不新增这张表：右侧产物卡片、驳回记录、总结输入材料从节点 `artifact_manifest`、节点版本/驳回记录和 Session 快照聚合，避免节点表与产物表双写。后续引入该表时，应把它提升为唯一事实来源，而不是并行维护两套状态。

 ## 4. 驳回与级联失效规则

@@ -173,25 +196,27 @@

 | 方法 | 路径 | 用途 |
 | --- | --- | --- |
-| `GET` | `/api/position-roundtable/sessions/{id}/deliverables` | 获取右侧产物列表 |
-| `GET` | `/api/position-roundtable/deliverables/{deliverable_id}` | 获取产物详情 |
-| `POST` | `/api/position-roundtable/deliverables/{deliverable_id}/reject` | 驳回产物并触发级联失效 |
-| `POST` | `/api/position-roundtable/nodes/{node_id}/complete-turn` | 节点回答结束后同步回答与产物 |
+| `GET` | `/api/position-roundtable/sessions/{id}/results` | 获取右侧统一产物来源节点（前端聚合文件与内置快照） |
+| `GET` | `/api/position-roundtable/sessions/{id}/nodes/{node_key}` | 获取节点详情；文件正文由既有线程产物预览接口读取 |
+| `POST` | `/api/position-roundtable/sessions/{id}/nodes/{node_key}/reject` | 驳回当前节点交付并触发级联失效 |
+| `POST` | `/api/position-roundtable/sessions/{id}/nodes/{node_key}/complete-turn` | 节点回答结束后同步回答与产物 |

 ### 5.3 方案总结与行动规划

 | 方法 | 路径 | 用途 |
 | --- | --- | --- |
-| `POST` | `/api/position-roundtable/sessions/{id}/summary/start` | 启动或重启方案总结 |
-| `POST` | `/api/position-roundtable/sessions/{id}/summary/ask` | 对方案总结继续提问或修改 |
-| `POST` | `/api/position-roundtable/sessions/{id}/action-plan/start` | 基于总结和产物生成行动规划 |
-| `POST` | `/api/position-roundtable/sessions/{id}/action-plan/ask` | 对行动规划继续提问或修改 |
+| `POST` | `/api/position-roundtable/sessions/{id}/summary/prepare` | 服务端准备版本锁定的总结材料和线程信息 |
+| `POST` | `/api/position-roundtable/sessions/{id}/summary/ask` | 服务端准备总结的同线程续问材料 |
+| `POST` | `/api/position-roundtable/sessions/{id}/summary/complete` | 校验 Markdown 交付与来源版本后持久化总结快照 |
+| `POST` | `/api/position-roundtable/sessions/{id}/action-plan/prepare` | 服务端准备行动规划材料和线程信息 |
+| `POST` | `/api/position-roundtable/sessions/{id}/action-plan/ask` | 服务端准备行动规划同线程续问材料 |
+| `POST` | `/api/position-roundtable/sessions/{id}/action-plan/complete` | 校验 Markdown + JSON 交付与来源版本后持久化行动规划快照 |

 可以复用现有 `streamMultiAgent` 流式协议，但建议在岗位会商下包一层 API，由后端负责拼装岗位会商材料，前端不直接拼长 prompt。

 ## 6. 前端实施步骤

-### 阶段 1：状态与启动校验
+### 阶段 1：状态与启动校验（已完成）

 - 扩展 `PositionNodeStatus` 和状态显示映射。
 - “确认意图并启动业务链”前补齐校验提示。
@@ -201,7 +226,7 @@

 验收标准：未选择业务链、岗位未配齐、意图未完成时都能准确阻止启动；启动后流程图能显示各节点状态。

-### 阶段 2：流程图弹窗
+### 阶段 2：流程图弹窗（已完成）

 - 左侧保留小型从上到下流程图。
 - 流程图右上角增加“查看”按钮。
@@ -210,7 +235,7 @@

 验收标准：小图不挤占左侧空间，大图能完整展示业务链和两个内置收口节点。

-### 阶段 3：产物卡片与预览
+### 阶段 3：产物卡片与预览（已完成）

 - 右侧新增或改造“分析结果”Tab 为“交付产物”列表。
 - 卡片展示智能体名称、产物名称、岗位名称、时间、状态。
@@ -220,7 +245,7 @@

 验收标准：节点回答和文件产物能进入统一产物列表；点击可查看详情。

-### 阶段 4：驳回弹窗与级联失效
+### 阶段 4：驳回弹窗与级联失效（已完成）

 - 新增 `RejectDeliverableDialog`。
 - 驳回表单包含标题和理由，均必填。
@@ -230,7 +255,7 @@

 验收标准：驳回第一阶段任意节点后，第二阶段及之后产物都显示未完成或已失效；旧内容可查看但不能作为总结输入。

-### 阶段 5：方案总结智能体
+### 阶段 5：方案总结智能体（已完成）

 - 封装 `usePositionSummary`，内部复用 `roundtable-summary` 的线程初始化、流式输出和 Markdown 产物预览能力。
 - 输入材料改为岗位会商材料：
@@ -245,7 +270,7 @@

 验收标准：总结报告使用现有方案总结能力生成 Markdown；刷新页面后可恢复；上游驳回后总结标记失效。

-### 阶段 6：行动规划智能体
+### 阶段 6：行动规划智能体（已完成）

 - 新增内置智能体 ID，建议先命名为 `position-action-planner`。
 - 新增行动规划 prompt：
@@ -261,7 +286,7 @@

 验收标准：行动规划能生成可读报告和结构化子任务；刷新可恢复；上游驳回后自动失效。

-### 阶段 7：返回修改与重新生成
+### 阶段 7：返回修改与重新生成（已完成）

 - 用户在方案总结或行动规划视图中仍可切回“交付产物”。
 - 驳回后自动显示需要重做的节点。
@@ -270,7 +295,7 @@

 验收标准：不会因为进入总结/规划阶段而锁死前序产物；前序重做后能形成新版本闭环。

-### 阶段 8：测试与回归
+### 阶段 8：测试与回归（已完成）

 - 后端测试：
  - activate 校验。
@@ -14,7 +14,7 @@ import {
 } from "@/components/ui/sidebar";
 import { useI18n } from "@/core/i18n/hooks";
 // import { BotIcon, BrainIcon, ListChecks, MessageSquarePlus, MessagesSquare, SparklesIcon, UsersIcon } from "lucide-react";
-import { BookOpen, BotIcon, BrainIcon, ListChecks, MessageSquarePlus, MessagesSquare, PenLine, Plus, SparklesIcon, Users } from "lucide-react";
+import { BookOpen, BotIcon, BrainIcon, BriefcaseBusiness, ListChecks, MessageSquarePlus, MessagesSquare, PenLine, Plus, SparklesIcon, Users } from "lucide-react";

 import { KnowledgeRagToggle } from "./knowledge-rag-toggle";
 import { SidebarCollapseButton } from "./workspace-header";
@@ -184,6 +184,18 @@ export function WorkspaceNavChatList({
                </Link>
              </SidebarMenuButton>
            </SidebarMenuItem>
+            <SidebarMenuItem>
+              <SidebarMenuButton
+                isActive={pathname.startsWith("/page/workspace/roundtable/position")}
+                asChild
+                className={NAV_ITEM_CLASS}
+              >
+                <Link href="/page/workspace/roundtable/position">
+                  <BriefcaseBusiness />
+                  <span>岗位会商</span>
+                </Link>
+              </SidebarMenuButton>
+            </SidebarMenuItem>
            <SidebarMenuItem>
              <SidebarMenuButton
                isActive={pathname === "/page/workspace/scheduled/tasks"}
@@ -54,6 +54,7 @@ import AIWritingPage from '@/open-canvas/pages/AIWritingPage';
 import StudioNotebooksPage from './StudioNotebooksPage';
 import StudioNotebookDetailPage from './StudioNotebookDetailPage';
 import RoundtablePlanningPage from '@/roundtable-planning/pages/RoundtablePlanningPage';
+import PositionRoundtablePage from '@/position-roundtable/pages/PositionRoundtablePage';
 import BusinessChainEditorPage from '@/roundtable-planning/pages/BusinessChainEditorPage';
 import BusinessChainListPage from '@/roundtable-planning/pages/BusinessChainListPage';
 import DispatchChainPreviewPage from '@/roundtable-planning/pages/DispatchChainPreviewPage';
@@ -433,6 +434,16 @@ export default function WorkspaceRoutes({
            </WorkspaceLayout>
          }
        />
+        <Route
+          path="roundtable/position"
+          element={
+            <WorkspaceLayout {...layoutProps}>
+              <ChatRuntime>
+                <PositionRoundtablePage compactChrome={headerHidden} />
+              </ChatRuntime>
+            </WorkspaceLayout>
+          }
+        />
        <Route
          path="roundtable/chains"
          element={
@@ -45,7 +45,9 @@ export interface PositionRoundtableSession {
  chainSnapshot: Record<string, unknown> | null;
  intentThreadId: string | null;
  intentSnapshot: Record<string, unknown> | null;
+  summaryThreadId: string | null;
  summarySnapshot: Record<string, unknown> | null;
+  actionPlanThreadId: string | null;
  actionPlanSnapshot: Record<string, unknown> | null;
  status: "intent_pending" | "active" | "completed" | "archived";
  createdAt?: string;
@@ -82,7 +84,9 @@ interface ServerSession {
  chain_snapshot?: Record<string, unknown> | null;
  intent_thread_id: string | null;
  intent_snapshot?: Record<string, unknown> | null;
+  summary_thread_id?: string | null;
  summary_snapshot?: Record<string, unknown> | null;
+  action_plan_thread_id?: string | null;
  action_plan_snapshot?: Record<string, unknown> | null;
  status: PositionRoundtableSession["status"];
  created_at?: string;
@@ -132,7 +136,9 @@ function toSession(session: ServerSession): PositionRoundtableSession {
    chainSnapshot: session.chain_snapshot ?? null,
    intentThreadId: session.intent_thread_id,
    intentSnapshot: session.intent_snapshot ?? null,
+    summaryThreadId: session.summary_thread_id ?? null,
    summarySnapshot: session.summary_snapshot ?? null,
+    actionPlanThreadId: session.action_plan_thread_id ?? null,
    actionPlanSnapshot: session.action_plan_snapshot ?? null,
    status: session.status,
    createdAt: session.created_at,
@@ -301,22 +307,104 @@ export async function rejectPositionNode(
  return toSession(result);
 }

-export async function generatePositionSummary(sessionId: string): Promise<PositionRoundtableSession> {
-  const result = await readJson<ServerSession>(
-    await apiFetch(`${BASE()}/sessions/${encodeURIComponent(sessionId)}/summary/start`, {
+export interface PositionBuiltinRunPreparation {
+  agentId: string;
+  displayName: string;
+  threadId: string | null;
+  prompt: string;
+  sourceRevisions: Record<string, number>;
+}
+
+interface ServerBuiltinRunPreparation {
+  agent_id: string;
+  display_name: string;
+  thread_id?: string | null;
+  prompt: string;
+  source_revisions?: Record<string, number>;
+}
+
+function toBuiltinRunPreparation(value: ServerBuiltinRunPreparation): PositionBuiltinRunPreparation {
+  return {
+    agentId: value.agent_id,
+    displayName: value.display_name,
+    threadId: value.thread_id ?? null,
+    prompt: value.prompt,
+    sourceRevisions: value.source_revisions ?? {},
+  };
+}
+
+type BuiltinKind = "summary" | "action_plan";
+
+async function prepareBuiltinRun(
+  sessionId: string,
+  kind: BuiltinKind,
+  message = "",
+): Promise<PositionBuiltinRunPreparation> {
+  const path = kind === "summary" ? "summary/prepare" : "action-plan/prepare";
+  const result = await readJson<ServerBuiltinRunPreparation>(
+    await apiFetch(`${BASE()}/sessions/${encodeURIComponent(sessionId)}/${path}`, {
      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ message }),
    }),
-    "generate position summary",
+    `prepare position ${kind}`,
+  );
+  return toBuiltinRunPreparation(result);
+}
+
+async function completeBuiltinRun(
+  sessionId: string,
+  kind: BuiltinKind,
+  input: {
+    threadId: string;
+    content: string;
+    artifactManifest: Array<Record<string, unknown>>;
+    sourceRevisions: Record<string, number>;
+    model?: string;
+  },
+): Promise<PositionRoundtableSession> {
+  const path = kind === "summary" ? "summary/complete" : "action-plan/complete";
+  const result = await readJson<ServerSession>(
+    await apiFetch(`${BASE()}/sessions/${encodeURIComponent(sessionId)}/${path}`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({
+        thread_id: input.threadId,
+        content: input.content,
+        artifact_manifest: input.artifactManifest,
+        source_revisions: input.sourceRevisions,
+        model: input.model || null,
+      }),
+    }),
+    `complete position ${kind}`,
  );
  return toSession(result);
 }

-export async function generatePositionActionPlan(sessionId: string): Promise<PositionRoundtableSession> {
-  const result = await readJson<ServerSession>(
-    await apiFetch(`${BASE()}/sessions/${encodeURIComponent(sessionId)}/action-plan/start`, {
-      method: "POST",
-    }),
-    "generate position action plan",
-  );
-  return toSession(result);
+export function preparePositionSummary(
+  sessionId: string,
+  message = "",
+): Promise<PositionBuiltinRunPreparation> {
+  return prepareBuiltinRun(sessionId, "summary", message);
+}
+
+export function completePositionSummary(
+  sessionId: string,
+  input: Parameters<typeof completeBuiltinRun>[2],
+): Promise<PositionRoundtableSession> {
+  return completeBuiltinRun(sessionId, "summary", input);
+}
+
+export function preparePositionActionPlan(
+  sessionId: string,
+  message = "",
+): Promise<PositionBuiltinRunPreparation> {
+  return prepareBuiltinRun(sessionId, "action_plan", message);
+}
+
+export function completePositionActionPlan(
+  sessionId: string,
+  input: Parameters<typeof completeBuiltinRun>[2],
+): Promise<PositionRoundtableSession> {
+  return completeBuiltinRun(sessionId, "action_plan", input);
 }
@@ -1,11 +1,12 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
-import { Bot, FileText, LockKeyhole, Loader2 } from "lucide-react";
+import { Bot, FileText, LockKeyhole } from "lucide-react";
 import { toast } from "sonner";
-
 import type { PromptInputMessage } from "@/components/ai-elements/prompt-input";
 import { InputBox } from "@/components/workspace/input-box";
 import { ThreadContext } from "@/components/workspace/messages/context";
 import { MessageList } from "@/components/workspace/messages";
+import { useArtifactsOptional } from "@/components/workspace/artifacts";
+import { useAgent } from "@/core/agents";
 import { useLocalSettings } from "@/core/settings";
 import { useThreadStream } from "@/core/threads/hooks";
 import { textOfMessage } from "@/core/threads/utils";
@@ -17,15 +18,26 @@ import {
  type PositionRoundtableNode,
 } from "@/position-roundtable/api/sessions";
 import { listSessionArtifacts } from "@/roundtable-planning/api/multi-agent";
-import { ArtifactPreviewModal } from "@/roundtable-planning/components/ArtifactPreviewModal";
+import { desensitize } from "@/lib/desensitize";

 interface PositionNodeChatProps {
  sessionId: string;
+  /** Parent task id: all node threads are indexed under this task. */
+  taskId: string;
  chainId: string | null;
  node: PositionRoundtableNode;
  currentPositionId: string;
  sessionStatus: "intent_pending" | "active" | "completed" | "archived";
+  agentName?: string | null;
  onNodeUpdate: (node: PositionRoundtableNode) => void;
+  /** The workspace collapses the configuration panel on the first real turn. */
+  onConversationStart?: () => void;
+  onPreviewArtifact?: (artifact: {
+    threadId: string;
+    path: string;
+    name: string;
+    mimeType: string | null;
+  }) => void;
 }

 interface NodeArtifact {
@@ -52,6 +64,26 @@ function readNodeArtifacts(manifest: Array<Record<string, unknown>>): NodeArtifa
  });
 }

+function hasMarkdownArtifact(manifest: Array<Record<string, unknown>>): boolean {
+  return manifest.some((artifact) => {
+    const path = typeof artifact.path === "string" ? artifact.path.toLowerCase() : "";
+    const name = typeof artifact.name === "string" ? artifact.name.toLowerCase() : "";
+    const mime =
+      typeof artifact.mime_type === "string"
+        ? artifact.mime_type.toLowerCase()
+        : typeof artifact.mimeType === "string"
+          ? artifact.mimeType.toLowerCase()
+          : "";
+    return (
+      mime.includes("markdown") ||
+      path.endsWith(".md") ||
+      path.endsWith(".markdown") ||
+      name.endsWith(".md") ||
+      name.endsWith(".markdown")
+    );
+  });
+}
+
 /**
 * Direct single-agent chat for one frozen business-chain node.
 *
@@ -61,18 +93,24 @@ function readNodeArtifacts(manifest: Array<Record<string, unknown>>): NodeArtifa
 */
 export function PositionNodeChat({
  sessionId,
+  taskId,
  chainId,
  node,
  currentPositionId,
  sessionStatus,
+  agentName,
  onNodeUpdate,
+  onConversationStart,
+  onPreviewArtifact,
 }: PositionNodeChatProps) {
  const [settings, setSettings] = useLocalSettings();
+  const { agent } = useAgent(node.agentId);
+  const agentDisplayName = desensitize(agentName || agent?.name || node.agentId);
+  const artifactsCtx = useArtifactsOptional();
  const [boundThreadId, setBoundThreadId] = useState<string | null>(node.threadId);
  const boundThreadIdRef = useRef<string | null>(node.threadId);
  const draftThreadIdRef = useRef(node.threadId ?? uuid());
  const upstreamRevisionRef = useRef<Record<string, unknown> | null>(null);
-  const [previewArtifact, setPreviewArtifact] = useState<NodeArtifact | null>(null);
  const nodeArtifacts = useMemo(() => readNodeArtifacts(node.artifactManifest), [node.artifactManifest]);
  const canWrite =
    sessionStatus !== "archived" &&
@@ -81,6 +119,19 @@ export function PositionNodeChat({
    node.status !== "error" &&
    !node.invalidatedBy;

+  useEffect(() => {
+    if (artifactsCtx?.open && artifactsCtx.selectedArtifact) {
+      onPreviewArtifact?.({
+        threadId: boundThreadIdRef.current ?? boundThreadId ?? draftThreadIdRef.current,
+        path: artifactsCtx.selectedArtifact,
+        name: artifactsCtx.selectedArtifact.split("/").filter(Boolean).at(-1) || "Markdown 报告",
+        mimeType: artifactsCtx.selectedArtifact.toLowerCase().endsWith(".md")
+          ? "text/markdown"
+          : null,
+      });
+    }
+  }, [artifactsCtx?.open, artifactsCtx?.selectedArtifact, boundThreadId, onPreviewArtifact]);
+
  useEffect(() => {
    setBoundThreadId(node.threadId);
    boundThreadIdRef.current = node.threadId;
@@ -99,14 +150,21 @@ export function PositionNodeChat({
    [node.nodeKey, onNodeUpdate, sessionId],
  );

-  const [thread, sendMessage] = useThreadStream({
+  const [thread, sendMessage, , actualThreadId] = useThreadStream({
    threadId: boundThreadId,
    assistantId: node.agentId,
    context: { ...settings.context, agent_id: node.agentId },
    threadMetadata: {
      thread_type: "position_roundtable",
+      // ``taskId`` is the shared task-workspace convention.  The two
+      // position-specific identifiers retain the exact child node for audits
+      // and restore, even when one position owns more than one chain seat.
+      taskId,
+      position_roundtable_task_id: taskId,
+      position_task_id: `${taskId}:${node.positionId ?? "unassigned"}:${node.nodeKey}`,
      position_session_id: sessionId,
      position_node_id: node.id,
+      position_node_key: node.nodeKey,
      position_id: node.positionId,
      chain_id: chainId,
      agent_id: node.agentId,
@@ -128,6 +186,7 @@ export function PositionNodeChat({
            path: file.path,
            mime_type: file.mimeType,
            modified_at: file.modifiedAt,
+            size_bytes: file.sizeBytes,
          }));
        } catch {
          // Artifact listing is best-effort: a valid text answer must still be
@@ -140,6 +199,9 @@ export function PositionNodeChat({
            upstreamRevision: upstreamRevisionRef.current,
          });
          onNodeUpdate(updated);
+          if (updated.status !== "done" && !hasMarkdownArtifact(artifactManifest)) {
+            toast.info("已保存本轮回答；该席位需生成并交付一份 Markdown 报告文档后才会标记完成。");
+          }
        } catch (error) {
          toast.error(`节点结果保存失败：${error instanceof Error ? error.message : String(error)}`);
        }
@@ -147,6 +209,14 @@ export function PositionNodeChat({
    },
  });

+  // SDK thread creation is asynchronous.  ``onStart`` normally binds it, but
+  // watching the actual stream id as well closes the last race where a page
+  // refresh could happen between creation and the async node-index write.
+  useEffect(() => {
+    if (!actualThreadId || actualThreadId === boundThreadIdRef.current) return;
+    bindCreatedThread(actualThreadId);
+  }, [actualThreadId, bindCreatedThread]);
+
  const handleSubmit = useCallback(
    async (message: PromptInputMessage) => {
      if (!canWrite) {
@@ -162,6 +232,7 @@ export function PositionNodeChat({
        return;
      }
      try {
+        onConversationStart?.();
        const taskExternalContext = await getPositionNodeContext(sessionId, node.nodeKey);
        const upstreamRevision = taskExternalContext.upstream_revision;
        upstreamRevisionRef.current =
@@ -176,7 +247,16 @@ export function PositionNodeChat({
        toast.error(`发送失败：${error instanceof Error ? error.message : String(error)}`);
      }
    },
-    [canWrite, node.agentId, node.nodeKey, node.status, sendMessage, sessionId, sessionStatus],
+    [
+      canWrite,
+      node.agentId,
+      node.nodeKey,
+      node.status,
+      onConversationStart,
+      sendMessage,
+      sessionId,
+      sessionStatus,
+    ],
  );

  const status = thread.error ? "error" : thread.isLoading ? "streaming" : "ready";
@@ -201,13 +281,12 @@ export function PositionNodeChat({
          </span>
          <div className="min-w-0 flex-1">
            <h2 className="truncate text-sm font-extrabold text-slate-900 dark:text-[#e8edf5]">
-              {node.agentId}
+              {agentDisplayName}
            </h2>
            <p className="truncate text-[10px] text-muted-foreground dark:text-[#8aa0c4]">
              {readOnlyHint || `节点状态：${node.status}`}
            </p>
          </div>
-          {thread.isLoading && <Loader2 className="size-4 animate-spin text-primary" />}
        </header>

        {nodeArtifacts.length > 0 && (
@@ -225,7 +304,16 @@ export function PositionNodeChat({
                  key={artifact.path}
                  type="button"
                  title={`预览 ${artifact.name}`}
-                  onClick={() => setPreviewArtifact(artifact)}
+                  onClick={() => {
+                    if (boundThreadId && onPreviewArtifact) {
+                      onPreviewArtifact({
+                        threadId: boundThreadId,
+                        path: artifact.path,
+                        name: artifact.name,
+                        mimeType: artifact.mimeType,
+                      });
+                    }
+                  }}
                  className="inline-flex max-w-full items-center gap-1 rounded-md border border-slate-200 bg-white px-2 py-1 text-left text-[11px] text-slate-600 transition hover:border-primary/45 hover:text-primary dark:border-[#2b8ffe]/35 dark:bg-[#0a315d]/80 dark:text-[#c5cfe0]"
                >
                  <FileText className="size-3 shrink-0" />
@@ -242,6 +330,7 @@ export function PositionNodeChat({
            threadId={boundThreadId}
            thread={thread}
            paddingBottom={24}
+            scrollButtonClassName="bottom-6"
            onEditResubmit={(text) => void handleSubmit({ text, files: [] })}
          />
        ) : (
@@ -275,15 +364,6 @@ export function PositionNodeChat({
            onStop={() => void thread.stop()}
          />
        </div>
-        {previewArtifact && boundThreadId && (
-          <ArtifactPreviewModal
-            threadId={boundThreadId}
-            path={previewArtifact.path}
-            name={previewArtifact.name}
-            mimeType={previewArtifact.mimeType}
-            onClose={() => setPreviewArtifact(null)}
-          />
-        )}
      </div>
    </ThreadContext.Provider>
  );
@@ -97,11 +97,16 @@ function parseIntentErrorDetail(value: unknown): IntentErrorDetail | null {
 * `detail.trace_tail` to help diagnose intranet deployment issues without
 * shell access to the server.
 */
-export async function initIntent(model?: string): Promise<IntentInitResponse> {
+export async function initIntent(
+  model?: string,
+  taskContext?: Record<string, unknown> | null,
+): Promise<IntentInitResponse> {
  const res = await apiFetch(`${getBackendBaseURL()}/api/intent/init`, {
    method: "POST",
    headers: { "Content-Type": "application/json" },
-    body: JSON.stringify({ model }),
+    // 岗位会商在创建意图线程时就写入父任务标识。这样即使用户尚未确认
+    // 业务链，第一阶段的对话也已经可以按 taskId 恢复。
+    body: JSON.stringify({ model, task_context: taskContext ?? undefined }),
  });
  if (!res.ok) {
    const raw = await res.text().catch(() => "");
@@ -159,6 +164,8 @@ export interface StreamIntentRequest {
  threadId: string;
  message: string;
  model?: string;
+  /** Optional hidden business/task context injected into the model run. */
+  taskContext?: Record<string, unknown> | null;
  /** Step 1 用户上传的参考文件（可选）。 */
  files?: IntentFileRef[];
  signal?: AbortSignal;
@@ -333,6 +340,7 @@ export async function streamIntent(req: StreamIntentRequest): Promise<StreamInte
      thread_id: req.threadId,
      message: req.message,
      model: req.model,
+      task_context: req.taskContext ?? undefined,
      // 仅在有文件时带上，空数组后端也安全忽略。
      files: req.files && req.files.length > 0 ? req.files : undefined,
    }),
@@ -1054,6 +1054,36 @@ export async function initSummaryThread(
  return { agentName: json.agent_name, threadId: json.thread_id };
 }

+/**
+ * Create a per-session thread for the position-roundtable action-planning
+ * built-in agent.  The agent id is fixed; callers persist/reuse the returned
+ * thread id for subsequent plan refinements.
+ */
+export async function initPositionActionPlanThread(
+  options: { signal?: AbortSignal } = {},
+): Promise<ReportThreadResponse> {
+  const res = await apiFetch(`${getBackendBaseURL()}/api/multi-agent/position-action-plan/init`, {
+    method: "POST",
+    headers: { "Content-Type": "application/json" },
+    body: "{}",
+    signal: options.signal,
+  });
+  if (!res.ok) {
+    const text = await res.text().catch(() => "");
+    reportRoundtableError({
+      stage: "position_action_plan",
+      event: "init_thread_http_error",
+      message: `行动规划线程创建失败 (HTTP ${res.status}): ${text.slice(0, 500)}`,
+      httpStatus: res.status,
+      agentId: "position-action-planner",
+      agentName: "行动规划智能体",
+    });
+    throw new Error(`init position action-plan thread failed (${res.status}): ${text}`);
+  }
+  const json = (await res.json()) as { agent_name: string; thread_id: string };
+  return { agentName: json.agent_name, threadId: json.thread_id };
+}
+
 /**
 * Create a thread for the Step 3「入库」structure agent (`roundtable-structure`,
 * a built-in singleton — the same agent that extracts the flowchart, but this run
@@ -72,6 +72,7 @@ export interface Step1PanelProps {
   * 不传 → 显示默认「任务意图理解 (人机问答)」标题。右侧「问答轮次」始终保留。
   */
  headerLeftSlot?: React.ReactNode;
+  headerRightSlot?: React.ReactNode;
  interactiveMessages: InteractiveMessage[];
  intentThreadId: string | null;
  intentReady: object | null;
@@ -101,6 +102,7 @@ export interface Step1PanelProps {
 export function Step1Panel(props: Step1PanelProps) {
  const {
    headerLeftSlot,
+    headerRightSlot,
    interactiveMessages,
    intentThreadId,
    intentReady,
@@ -175,9 +177,12 @@ export function Step1Panel(props: Step1PanelProps) {
            </h3>
          </div>
        )}
+        <div className="flex shrink-0 items-center gap-2">
        <span className="shrink-0 text-[11px] font-bold text-slate-400 bg-white border px-2 py-0.5 rounded-md">
          问答轮次：{interactiveMessages.filter((m) => m.sender === "user").length} 轮
        </span>
+          {headerRightSlot}
+        </div>
      </div>

      {/* Chat list */}
@@ -90,6 +90,10 @@ export interface UseStep1IntentOptions {
  currentStep: number;
  /** 全局选中模型;调用 `/api/intent/init` / `/api/intent/stream` 时透传。 */
  selectedModel: string;
+  /** Optional hidden task/business context for each intent-agent turn. */
+  taskContext?: Record<string, unknown> | null;
+  /** Optional task-aware welcome bubble text before the first user turn. */
+  initialWelcomeText?: string;
  /** 主页面统一的 toast 入口。 */
  triggerToast: (msg: string) => void;
 }
@@ -167,7 +171,7 @@ function intentPhaseLabel(phase: IntentStreamPhase, toolName?: string): string {
 }

 export function useStep1Intent(options: UseStep1IntentOptions): UseStep1IntentReturn {
-  const { currentStep, selectedModel, triggerToast } = options;
+  const { currentStep, selectedModel, taskContext, initialWelcomeText, triggerToast } = options;

  const [intentThreadId, setIntentThreadId] = useState<string | null>(null);
  const [intentReady, setIntentReady] = useState<IntentSummary | null>(null);
@@ -198,6 +202,14 @@ export function useStep1Intent(options: UseStep1IntentOptions): UseStep1IntentRe
  useEffect(() => {
    selectedModelRef.current = selectedModel;
  }, [selectedModel]);
+  const taskContextRef = useRef<Record<string, unknown> | null>(taskContext ?? null);
+  useEffect(() => {
+    taskContextRef.current = taskContext ?? null;
+  }, [taskContext]);
+  const initialWelcomeTextRef = useRef(initialWelcomeText);
+  useEffect(() => {
+    initialWelcomeTextRef.current = initialWelcomeText;
+  }, [initialWelcomeText]);

  const stopIntentStream = useCallback(() => {
    if (intentAborterRef.current) {
@@ -225,7 +237,7 @@ export function useStep1Intent(options: UseStep1IntentOptions): UseStep1IntentRe
        id: 1,
        sender: "agent",
        senderName: "任务理解智能体",
-        content: INTENT_WELCOME_TEXT,
+        content: initialWelcomeTextRef.current || INTENT_WELCOME_TEXT,
        time: nowTime(),
      },
    ]);
@@ -233,7 +245,10 @@ export function useStep1Intent(options: UseStep1IntentOptions): UseStep1IntentRe
      try {
        // initIntent 当前不在 thread 上落盘 model,只为占位与兼容;空时由后端
        // 走 lead_agent._resolve_model_name 回退到 config.yaml models[0]
-        const res = await initIntent(selectedModelRef.current || undefined);
+        const res = await initIntent(
+          selectedModelRef.current || undefined,
+          taskContextRef.current,
+        );
        if (step1InitGenRef.current !== myGen) return;
        setIntentThreadId(res.thread_id);
        setTimelineEntries([
@@ -408,6 +423,7 @@ export function useStep1Intent(options: UseStep1IntentOptions): UseStep1IntentRe
          threadId: intentThreadId,
          message: trimmed,
          model: selectedModelRef.current || undefined,
+          taskContext: taskContextRef.current,
          files: fileRefs,
          signal: aborter.signal,
          onTextDelta: (delta) => {